UNILEVER PLC shareholder history

Current and past UNILEVER PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023123
BARCLAYS PLC 42420.00%0.00%0.02%Q2 2013Q3 202399
Walleye Trading LLC 2410.00%0.00%0.02%Q2 2013Q3 202389
Citadel Advisors 2910.00%0.00%0.01%Q3 2013Q3 202386
GOLDMAN SACHS GROUP INC 4240.00%0.02%0.05%Q1 2012Q3 202368
HUNTINGTON NATIONAL BANK 59590.00%0.03%0.12%Q1 2009Q3 202359
Cutler Group LLC / CA 1130.00%0.00%0.10%Q4 2015Q4 202257
JANE STREET GROUP, LLC 3010.00%0.06%0.48%Q2 2014Q3 202357
WOLVERINE TRADING, LLC 910.00%0.00%0.01%Q2 2016Q3 202352
UBS Group AG 36360.00%0.02%0.04%Q4 2014Q3 202352
Rehmann Capital Advisory Group 35150.04%0.10%0.27%Q1 2011Q3 202350
MUFG Americas Holdings Corp 48480.00%0.01%0.01%Q4 2010Q3 202248
TORONTO DOMINION BANK 25170.00%0.00%0.02%Q1 2013Q3 202348
First Horizon Advisors, Inc. 47470.00%0.05%0.46%Q1 2012Q3 202347
HSBC HOLDINGS PLC 47470.00%0.00%0.02%Q1 2012Q3 202347
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.01%0.03%Q4 2012Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.03%0.10%0.16%Q2 2010Q3 202344
WELLS FARGO & COMPANY/MN 42420.00%0.05%0.10%Q2 2013Q3 202344
RAYMOND JAMES & ASSOCIATES 42420.00%0.18%0.35%Q2 2013Q3 202343
BRYN MAWR TRUST Co 43430.28%0.62%0.92%Q1 2013Q3 202343
SHUFRO ROSE & CO LLC 4210.06%0.27%0.56%Q3 2012Q3 202343
CITIGROUP INC 42420.00%0.01%0.02%Q2 2013Q3 202343
SCOTIA CAPITAL INC. 42420.04%0.20%0.47%Q2 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.01%0.20%0.38%Q1 2013Q3 202343
ROYAL BANK OF CANADA 42420.00%0.06%0.10%Q2 2013Q3 202343
PEAK6 Group LLC 1280.00%0.01%0.03%Q2 2013Q2 201843
Creative Planning 42420.00%0.01%0.02%Q2 2013Q3 202343
SMITHBRIDGE ASSET MANAGEMENT INC/DE 43430.64%0.94%2.32%Q1 2013Q3 202343
Veritable, L.P. 43430.01%0.04%0.17%Q4 2012Q2 202343
GUARDIAN CAPITAL ADVISORS LP 42420.31%0.56%1.30%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.01%0.01%0.03%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.08%0.19%0.50%Q2 2013Q3 202342
Smithfield Trust Co 42420.01%0.02%0.09%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.03%1.41%2.25%Q2 2013Q3 202342
BANK OF MONTREAL /CAN/ 3920.00%0.01%0.03%Q2 2013Q3 202342
INTRUST BANK NA 42420.05%0.13%0.26%Q2 2013Q3 202342
TRUIST FINANCIAL CORP 42420.06%0.34%0.80%Q2 2013Q3 202342
BOSTON FAMILY OFFICE LLC 42420.02%0.04%0.10%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.01%0.02%Q2 2013Q3 202342
BOSTON FINANCIAL MANGEMENT LLC 42420.01%0.32%0.92%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.00%0.00%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.02%0.06%Q2 2013Q3 202342
KORNITZER CAPITAL MANAGEMENT INC /KS 42420.01%0.06%0.14%Q2 2013Q3 202342
MORGAN STANLEY 42420.02%0.04%0.05%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.01%0.02%0.06%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.01%0.04%0.08%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.04%0.05%0.07%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.06%0.12%0.18%Q2 2013Q3 202342
Haverford Trust Co 42420.02%0.08%0.20%Q2 2013Q3 202342
BONNESS ENTERPRISES INC 42421.59%2.60%3.43%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.06%0.11%0.22%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.02%0.05%0.08%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.06%0.71%1.08%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.03%0.07%Q2 2013Q3 202342
ANCHOR CAPITAL ADVISORS LLC 42420.01%0.04%0.20%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.00%0.01%0.02%Q2 2013Q4 202342
LOGAN CAPITAL MANAGEMENT INC 42420.03%0.08%0.15%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.02%0.05%0.10%Q2 2013Q3 202342
SouthState Corp 42420.03%0.05%0.08%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.01%0.21%0.29%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.04%0.12%0.31%Q2 2013Q3 202342
CORDA Investment Management, LLC. 42420.90%2.10%3.82%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.04%0.16%0.30%Q2 2013Q3 202342
NICHOLS & PRATT ADVISERS LLP /MA 42420.04%0.94%1.30%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.01%0.05%0.16%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.01%0.03%0.06%Q2 2013Q3 202342
Tweedy, Browne Co LLC 42420.15%0.46%1.16%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.05%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.01%0.04%Q2 2013Q3 202342
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.08%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.01%0.04%0.06%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.14%0.24%0.38%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.00%0.01%0.04%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.00%0.00%0.01%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.00%0.01%0.04%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.05%0.15%0.25%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.28%0.64%0.93%Q2 2013Q3 202342
M&T BANK CORP 42420.02%0.10%0.20%Q2 2013Q3 202342
US BANCORP \DE\ 42420.01%0.03%0.04%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.01%0.02%0.04%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.03%0.08%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.01%0.04%0.09%Q1 2013Q3 202342
BANK OF HAWAII 42420.01%0.19%0.59%Q2 2013Q3 202342
FMR LLC 42420.00%0.01%0.04%Q2 2013Q3 202342
PITCAIRN CO 42420.03%0.10%0.32%Q2 2013Q3 202342
TOWER BRIDGE ADVISORS 42420.10%0.54%1.45%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.03%0.10%0.23%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.00%0.02%0.04%Q2 2013Q3 202342
GLENMEDE TRUST CO NA 42420.00%0.01%0.04%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.00%0.05%0.20%Q2 2013Q3 202342
DODGE & COX 42420.00%0.06%0.50%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.08%0.54%0.96%Q2 2013Q3 202342
MOTCO 42420.26%0.35%0.40%Q2 2013Q3 202342
GRANDFIELD & DODD, LLC 42420.33%1.07%2.01%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.00%0.01%Q2 2013Q3 202342
Essex Financial Services, Inc. 42420.08%0.14%0.25%Q2 2013Q3 202342
Saturna Capital CORP 42420.43%0.59%0.79%Q2 2013Q3 202342
Town & Country Bank & Trust CO dba First Bankers Trust CO 42420.13%0.43%1.11%Q2 2013Q3 202342
Janney Montgomery Scott LLC 42420.04%0.07%0.21%Q2 2013Q3 202342
North Star Investment Management Corp. 42420.04%0.07%0.36%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.03%0.22%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.00%0.02%0.07%Q2 2013Q3 202342
ClearBridge Investments 42420.01%0.06%0.14%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.01%0.15%0.40%Q2 2013Q3 202342
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 42420.01%0.05%0.08%Q2 2013Q3 202342
COMMERCE BANK 23190.00%0.01%0.02%Q1 2013Q3 202342
HighTower Advisors, LLC 42420.01%0.03%0.07%Q2 2013Q3 202342
Wallace Capital Management Inc. 42420.70%1.21%2.27%Q2 2013Q3 202342
Welch Group, LLC 42421.75%2.33%2.70%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42420.51%0.86%1.11%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.03%0.07%Q2 2013Q3 202342
J.P. Morgan Private Wealth Advisors LLC 4010.00%0.04%0.14%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.06%0.11%Q2 2013Q3 202342
Richard C. Young & CO., LTD. 42420.79%1.75%2.54%Q2 2013Q3 202342
LPL Financial LLC 42420.01%0.03%0.07%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42420.55%1.53%2.36%Q2 2013Q3 202342
Penobscot Investment Management Company, Inc. 42420.04%0.12%0.18%Q2 2013Q3 202342
ZEVIN ASSET MANAGEMENT LLC 42420.07%2.96%6.39%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.00%0.04%0.20%Q2 2013Q3 202342
BEACON FINANCIAL GROUP 41410.26%0.45%0.65%Q3 2013Q3 202341
BEESE FULMER INVESTMENT MANAGEMENT, INC. 3470.03%0.71%1.06%Q2 2013Q3 202341
Allworth Financial LP 3920.00%0.04%0.15%Q2 2013Q3 202341
BOKF, NA 3290.00%0.05%0.09%Q2 2013Q3 202341
DAVIS R M INC 41410.01%1.02%1.46%Q2 2013Q2 202341
WEIK CAPITAL MANAGEMENT 41410.39%0.70%1.05%Q3 2013Q3 202341
Drexel Morgan & Co. 41410.31%0.79%1.16%Q3 2013Q3 202341
FINANCIAL COUNSELORS INC 28130.02%0.08%0.17%Q2 2013Q3 202341
Hartford Financial Management Inc. 3470.02%0.04%0.07%Q2 2013Q3 202341
Morningstar Investment Services LLC 41410.35%0.63%1.02%Q3 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.01%0.07%Q3 2013Q3 202341
Plante Moran Financial Advisors, LLC 21200.00%0.01%0.03%Q2 2013Q3 202341
ROCKY MOUNTAIN ADVISERS, LLC 40400.01%0.11%0.25%Q4 2013Q3 202340
Checchi Capital Advisers, LLC 40400.04%0.09%0.16%Q4 2013Q3 202340
Court Place Advisors, LLC 40400.21%0.48%0.76%Q4 2013Q3 202340
TOCQUEVILLE ASSET MANAGEMENT L.P. 3820.09%0.27%0.61%Q2 2013Q3 202340
Timber Creek Capital Management LLC 28120.01%0.45%1.96%Q2 2013Q3 202340
Narwhal Capital Management 40400.37%0.86%1.33%Q4 2013Q3 202340
EXENCIAL WEALTH ADVISORS, LLC 1910.01%1.04%1.83%Q1 2013Q3 202340
CIBC WORLD MARKET INC. 3910.00%0.04%0.10%Q2 2013Q3 202340
BENJAMIN F. EDWARDS & COMPANY, INC. 40400.01%0.04%0.10%Q4 2013Q3 202340
Private Advisor Group, LLC 40400.01%0.06%0.14%Q4 2013Q3 202340
Bollard Group LLC 40400.00%0.09%0.19%Q4 2013Q3 202340
EARNEST PARTNERS LLC 40400.01%0.03%0.07%Q4 2013Q3 202340
FIDUCIARY MANAGEMENT INC /WI/ 40401.55%2.31%3.27%Q4 2013Q3 202340
Raab & Moskowitz Asset Management LLC 40400.29%0.74%1.67%Q4 2013Q3 202340
Hamilton Point Investment Advisors, LLC 40401.32%1.88%2.57%Q4 2013Q3 202340
COOKE & BIELER LP 24150.00%0.29%0.96%Q4 2013Q3 202339
COMERICA BANK 3810.00%0.04%0.14%Q3 2013Q2 202339
COUNTRY TRUST BANK 39390.00%0.00%0.00%Q2 2014Q4 202339
Moors & Cabot, Inc. 39390.12%0.32%0.61%Q1 2014Q3 202339
BENNICAS & ASSOCIATES, INC. 39390.49%1.13%1.54%Q2 2013Q4 202239
CITY HOLDING CO 3810.00%0.02%0.02%Q4 2013Q3 202339
STIFEL FINANCIAL CORP 39390.02%0.13%0.22%Q1 2014Q3 202339
Texas Yale Capital Corp. 39390.10%0.17%0.22%Q1 2014Q3 202339
Murphy Pohlad Asset Management LLC 39390.16%0.29%0.52%Q1 2014Q3 202339
JARISLOWSKY, FRASER Ltd 2910.00%0.06%0.25%Q2 2013Q3 202339
SYNOVUS FINANCIAL CORP 23160.00%0.01%0.03%Q2 2013Q3 202339
CHOREO, LLC 39390.01%0.04%0.07%Q1 2014Q3 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.04%0.08%0.13%Q2 2013Q4 202239
Sather Financial Group Inc 3720.02%2.15%4.95%Q2 2013Q1 202339
Aristotle Capital Management, LLC 39390.00%0.04%0.12%Q1 2014Q3 202339
GUARDIAN CAPITAL LP 27120.01%0.09%0.42%Q2 2013Q3 202339
BOWEN HANES & CO INC 39390.01%0.14%0.85%Q2 2013Q4 202239
Reynders McVeigh Capital Management, LLC 39390.07%0.95%1.65%Q1 2014Q3 202339
Regent Investment Management LLC 39390.16%0.49%1.04%Q2 2013Q4 202239
INGALLS & SNYDER LLC 30300.02%0.62%1.07%Q2 2016Q3 202338
Financial Architects, Inc 2820.03%0.20%0.56%Q2 2013Q2 202338
GUGGENHEIM CAPITAL LLC 2730.00%0.01%0.04%Q2 2013Q3 202338
EATON VANCE MANAGEMENT 38380.01%0.02%0.03%Q2 2013Q3 202238
FEDERATED HERMES, INC. 23150.00%0.23%0.54%Q2 2013Q3 202338
REGENTATLANTIC CAPITAL LLC 38380.01%0.02%0.06%Q2 2013Q3 202238
ADIRONDACK TRUST CO 25130.00%0.02%0.07%Q2 2013Q3 202338
OLD SECOND NATIONAL BANK OF AURORA 38380.36%0.78%1.37%Q2 2014Q3 202338
Keystone Financial Planning, Inc. 38380.13%2.42%3.94%Q2 2014Q3 202338
Johnson Financial Group, Inc. 3710.00%0.02%0.06%Q2 2013Q1 202338
HM PAYSON & CO 38380.06%0.18%0.51%Q2 2014Q3 202338
River Road Asset Management, LLC 37370.55%1.03%1.60%Q3 2014Q3 202337
MURPHY CAPITAL MANAGEMENT INC 37370.05%0.15%0.23%Q2 2013Q2 202237
American Assets Investment Management, LLC 3610.10%1.51%2.16%Q2 2013Q3 202337
TCI Wealth Advisors, Inc. 3160.00%0.01%0.03%Q2 2013Q1 202337
HARDING LOEVNER LP 3610.00%0.64%1.26%Q2 2013Q3 202237
FORTE CAPITAL LLC /ADV 37370.16%0.33%0.55%Q3 2014Q3 202337
FULTON BANK, N.A. 21160.02%0.13%0.30%Q2 2013Q4 202337
Freestone Capital Holdings, LLC 3430.01%0.11%0.30%Q2 2013Q3 202337
Raymond James Financial Services Advisors, Inc. 3010.02%0.04%0.08%Q2 2013Q3 202337
WEDBUSH SECURITIES INC 3250.01%0.06%0.15%Q1 2014Q2 202337
Advisory Services Network, LLC 2710.00%0.04%0.08%Q4 2013Q3 202336
Legacy Capital Partners, Inc. 36360.14%0.45%0.89%Q2 2013Q1 202236
Highlander Capital Management, LLC 36360.01%0.02%0.08%Q4 2014Q3 202336
Hilltop Holdings Inc. 1570.04%0.14%0.38%Q1 2014Q3 202336
FDx Advisors, Inc. 36360.01%0.09%0.17%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.01%0.04%Q4 2014Q3 202336
Sabal Trust CO 22140.02%1.32%3.12%Q3 2013Q3 202336
1832 Asset Management L.P. 2930.00%0.01%0.08%Q2 2014Q3 202336
First Personal Financial Services 36360.00%0.75%2.51%Q4 2014Q3 202336
Lincoln Capital LLC 36360.06%1.46%4.05%Q4 2014Q3 202336
BENEDICT FINANCIAL ADVISORS INC 36360.46%0.60%0.93%Q4 2014Q3 202336
VALLEY NATIONAL ADVISERS INC 36360.17%0.64%1.23%Q4 2014Q3 202336
Triangle Securities Wealth Management 36360.08%0.48%0.76%Q2 2013Q1 202236
Douglass Winthrop Advisors, LLC 36360.01%0.50%1.32%Q4 2014Q3 202336
Main Street Research LLC 2730.03%1.44%4.80%Q2 2013Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.03%0.06%0.16%Q2 2013Q1 202236
BlackRock Inc. 2840.00%0.01%0.04%Q2 2013Q3 202336
Pinkerton Retirement Specialists, LLC 36360.39%1.03%3.12%Q4 2014Q3 202336
Atria Investments, Inc 2010.01%0.07%0.12%Q2 2013Q3 202336
SALEM CAPITAL MANAGEMENT INC 36360.13%1.77%4.32%Q2 2013Q1 202236
CULLEN/FROST BANKERS, INC. 36360.01%0.02%0.04%Q4 2014Q3 202336
SVB WEALTH LLC 36360.00%0.07%0.32%Q4 2014Q3 202336
GW HENSSLER & ASSOCIATES LTD 36360.10%0.42%1.11%Q2 2013Q1 202236
Pineno Levin & Ford Asset Management, Inc. 35350.94%1.45%1.79%Q2 2013Q4 202135
Diligent Investors, LLC 2690.08%0.21%0.36%Q4 2014Q3 202335
Cardinal Capital Management, Inc. 19160.00%0.45%1.02%Q1 2014Q3 202335
Destination Wealth Management 35350.04%0.24%0.32%Q1 2015Q3 202335
Mariner, LLC 35350.02%0.04%0.06%Q1 2015Q3 202335
River Wealth Advisors LLC 35350.24%0.81%1.30%Q1 2015Q3 202335
Tortoise Investment Management, LLC 35350.00%0.00%0.01%Q1 2015Q3 202335
AMERICAN NATIONAL INSURANCE CO 35350.05%0.10%0.12%Q2 2013Q4 202135
Voya Financial Advisors, Inc. 35350.04%0.11%0.18%Q1 2015Q3 202335
B. Riley Wealth Advisors, Inc. 19160.02%0.05%0.10%Q2 2013Q3 202335
STATE STREET CORP 3410.00%0.00%0.00%Q4 2013Q3 202335
HOWE & RUSLING INC 2610.00%0.08%0.61%Q2 2013Q3 202235
Chevy Chase Trust Holdings, LLC 3220.00%0.06%0.20%Q1 2015Q3 202334
Cetera Advisors LLC 24100.01%0.07%0.30%Q2 2014Q3 202334
Tower Research Capital LLC (TRC) 1010.00%0.01%0.03%Q3 2013Q3 202334
CAPITAL INSIGHT PARTNERS, LLC 34340.42%1.31%3.50%Q2 2015Q3 202334
Carroll Financial Associates, Inc. 34340.01%0.03%0.16%Q3 2013Q4 202134
Strategic Global Advisors, LLC 34340.06%0.28%0.64%Q2 2015Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.05%0.12%0.30%Q2 2015Q3 202334
Oxbow Advisors, LLC 34340.06%0.57%2.98%Q2 2015Q3 202334
Capital International Investors 20140.00%0.11%0.25%Q4 2013Q3 202334
ASSETMARK, INC 34340.00%0.05%0.20%Q2 2015Q3 202334
CREDIT SUISSE AG/ 1610.00%0.03%0.11%Q1 2013Q3 202334
Baird Financial Group, Inc. 34340.01%0.04%0.10%Q2 2015Q3 202334
Granite Investment Advisors, LLC 34340.66%2.15%3.29%Q2 2013Q3 202134
Columbia Asset Management 3220.04%0.14%0.21%Q4 2013Q3 202334
Notis-McConarty Edward 34340.12%1.13%1.56%Q2 2015Q3 202334
Hemenway Trust Co LLC 34340.13%1.58%2.38%Q2 2015Q3 202334
SOMERVILLE KURT F 34340.05%1.53%2.26%Q2 2015Q3 202334
Ledyard National Bank 34340.00%0.24%0.84%Q4 2013Q1 202234
America First Investment Advisors, LLC 34343.70%4.49%5.44%Q2 2013Q3 202134
Boston Trust Walden Corp 3020.00%0.01%0.01%Q2 2013Q3 202334
Kidder Stephen W 33330.10%1.23%1.95%Q2 2015Q2 202333
PUZO MICHAEL J 33330.09%1.42%2.01%Q2 2015Q2 202333
Endurance Wealth Management, Inc. 33330.01%0.01%0.02%Q2 2015Q2 202333
SIGNATUREFD, LLC 2330.00%0.02%0.05%Q4 2013Q3 202333
COLONY GROUP LLC 1910.00%0.02%0.07%Q2 2013Q3 202333
Bragg Financial Advisors, Inc 33330.02%0.14%0.19%Q2 2013Q2 202133
Newman Dignan & Sheerar, Inc. 2240.01%0.10%0.17%Q1 2015Q3 202333
Cowen Prime Services LLC 33330.02%0.04%0.05%Q2 2013Q2 202133
GEODE CAPITAL MANAGEMENT, LLC 33330.00%0.00%0.00%Q4 2013Q4 202133
Rodgers Brothers Inc. 33330.11%0.34%0.62%Q3 2015Q3 202333
Versant Capital Management, Inc 33330.00%0.00%0.01%Q4 2015Q4 202333
PRENTISS SMITH & CO INC 2840.64%2.84%6.26%Q2 2013Q3 202332
Allen Investment Management, LLC 19130.01%0.07%0.17%Q2 2015Q3 202332
Coastline Trust Co 2610.04%0.06%0.10%Q4 2014Q2 202332
CIBC Asset Management Inc 17150.00%0.02%0.05%Q2 2013Q3 202332
FAYEZ SAROFIM & CO 32320.00%0.00%0.01%Q4 2015Q3 202332
PRICE T ROWE ASSOCIATES INC /MD/ 2710.00%0.00%0.02%Q1 2015Q3 202332
Anchor Investment Management, LLC 32320.08%0.22%0.41%Q1 2016Q4 202332
ADVISORS MANAGEMENT GROUP INC /ADV 32320.94%1.63%2.38%Q4 2015Q3 202332
Brown Advisory Securities, LLC 2710.05%0.12%0.30%Q2 2013Q3 202132
Epoch Investment Partners, Inc. 32320.00%0.00%0.02%Q1 2014Q4 202132
Avalon Investment & Advisory 32320.02%0.10%0.18%Q2 2015Q1 202332
Freedom Investment Management, Inc. 2610.02%0.04%0.16%Q2 2014Q3 202332
PHYSICIANS FINANCIAL SERVICES, INC. 32320.20%0.37%0.57%Q4 2015Q3 202332
CWM, LLC 2480.00%0.04%0.07%Q3 2015Q3 202332
LUCAS CAPITAL MANAGEMENT 32320.22%1.47%2.73%Q1 2013Q4 202032
Parallax Volatility Advisers, L.P. 510.00%0.00%0.01%Q3 2014Q3 202332
Dempze Nancy E 32320.24%2.14%2.95%Q4 2015Q3 202332
Sandy Spring Bank 2510.00%0.10%0.36%Q2 2013Q3 202331
Intersect Capital LLC 31310.06%0.29%0.54%Q4 2014Q2 202231
Geneos Wealth Management Inc. 31310.02%0.02%0.03%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.01%0.04%0.16%Q1 2016Q3 202331
CHATHAM CAPITAL GROUP, INC. 2740.05%0.82%1.69%Q2 2013Q1 202131
Argent Trust Co 31310.05%0.14%0.23%Q1 2016Q3 202331
Archford Capital Strategies, LLC 2560.06%0.38%0.54%Q4 2015Q3 202331
IFP Advisors, Inc 17140.00%0.02%0.03%Q4 2015Q3 202331
First Long Island Investors, LLC 31311.14%1.65%2.03%Q2 2013Q4 202031
Aperio Group, LLC 31310.02%0.03%0.18%Q2 2013Q4 202031
NAPLES GLOBAL ADVISORS, LLC 31310.08%0.46%0.73%Q1 2016Q3 202331
ADVISOR PARTNERS LLC 20110.04%0.10%0.18%Q2 2013Q2 202231
HENNESSY ADVISORS INC 2370.08%0.26%0.43%Q2 2013Q3 202330
NewEdge Advisors, LLC 30300.01%0.07%0.33%Q2 2016Q3 202330
CAMBRIDGE TRUST CO 30300.03%0.41%1.18%Q2 2016Q3 202330
ETRADE Capital Management LLC 30300.05%0.09%0.18%Q2 2013Q3 202030
First Allied Advisory Services, Inc. 30300.02%0.06%0.30%Q2 2013Q3 202030
SevenBridge Financial Group, LLC 30300.29%0.78%1.13%Q2 2016Q3 202330
HALL LAURIE J TRUSTEE 1330.02%0.78%1.21%Q4 2015Q3 202329
Foyston, Gordon, & Payne Inc 2810.31%0.51%0.82%Q3 2013Q3 202329
Winslow, Evans & Crocker, Inc. 29290.01%0.07%0.24%Q4 2013Q4 202029
Field & Main Bank 1440.06%0.19%0.43%Q4 2013Q3 202329
Joel Isaacson & Co., LLC 17120.00%0.02%0.07%Q4 2012Q3 202329
LS Investment Advisors, LLC 29290.00%0.00%0.01%Q2 2013Q2 202029
SECURITY ASSET MANAGEMENT 2810.06%0.29%0.40%Q4 2014Q1 202329
MILLENNIUM MANAGEMENT LLC 510.00%0.01%0.03%Q2 2013Q3 202329
EAGLE GLOBAL ADVISORS LLC 1020.01%0.08%0.20%Q2 2013Q3 202329
Jacobi Capital Management LLC 2720.00%0.02%0.04%Q2 2016Q3 202329
Altavista Wealth Management, Inc. 29290.43%0.83%1.09%Q4 2014Q4 202129
Twin Tree Management, LP 420.00%0.02%0.09%Q4 2013Q1 202229
Mondrian Investment Partners LTD 17120.00%0.39%1.05%Q2 2013Q3 202329
Gratus Capital, LLC 2410.02%0.04%0.06%Q1 2015Q4 202228
Strategic Advisors LLC 1410.08%0.31%0.66%Q4 2014Q3 202328
CAPITAL ADVISORS INC/OK 14140.46%1.16%2.06%Q4 2013Q3 202328
Pflug Koory, LLC 28280.01%0.04%0.06%Q4 2016Q3 202328
Cerity Partners LLC 28280.01%0.14%2.26%Q4 2016Q3 202328
Fiduciary Trust Co International of Pennsylvania 28280.06%0.13%0.27%Q2 2013Q1 202028
WEBSTER BANK, N. A. 28280.00%0.01%0.08%Q4 2016Q3 202328
Cable Hill Partners, LLC 2710.00%0.06%0.13%Q4 2014Q3 202328
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2260.05%0.12%0.17%Q3 2016Q3 202328
Probity Advisors, Inc. 1820.06%0.11%0.14%Q2 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.02%0.04%Q4 2016Q3 202328
World Asset Management Inc 28280.03%0.10%0.15%Q2 2013Q1 202028
IHT Wealth Management, LLC 28280.00%0.05%0.10%Q4 2016Q3 202328
Sterling Investment Advisors, Ltd. 28280.05%0.18%0.44%Q4 2016Q3 202328
Kavar Capital Partners, LLC 28281.86%2.26%2.66%Q4 2013Q3 202028
Ancora Advisors LLC 28280.05%0.09%0.15%Q4 2016Q3 202328
REILLY FINANCIAL ADVISORS, LLC 28280.11%0.18%0.23%Q1 2015Q4 202128
Northstar Group, Inc. 1230.09%0.21%0.44%Q1 2015Q3 202328
Cornerstone Advisors, Inc. 2440.00%0.01%0.05%Q2 2013Q3 202028
Mercer Capital Advisers, Inc. 28280.01%0.09%0.16%Q4 2014Q3 202128
Broderick Brian C 28280.22%1.33%1.79%Q2 2015Q1 202228
BRADLEY FOSTER & SARGENT INC/CT 1510.01%0.01%0.03%Q2 2013Q3 202328
EXCALIBUR MANAGEMENT CORP 28280.15%0.24%0.34%Q4 2016Q3 202328
PECAUT & CO. 28280.22%0.74%1.49%Q4 2013Q3 202028
QCI ASSET MANAGEMENT INC/NY 28280.00%0.01%0.01%Q2 2013Q1 202028
Sky Investment Group LLC 28280.13%0.87%1.24%Q4 2016Q3 202328
MITCHELL SINKLER & STARR/PA 1330.07%0.25%0.40%Q4 2013Q3 202328
TD ASSET MANAGEMENT INC 28280.00%0.01%0.02%Q2 2013Q1 202028
Sterling Capital Management LLC 27270.00%0.70%1.49%Q1 2013Q3 201927
FIDUCIARY TRUST CO 2340.01%0.03%0.06%Q1 2016Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.02%0.05%0.07%Q2 2013Q4 201927
Matthew Goff Investment Advisor, LLC 27271.40%2.01%2.77%Q1 2017Q3 202327
Intellectus Partners, LLC 15120.06%0.15%0.22%Q4 2016Q3 202327
Squarepoint Ops LLC 1210.00%0.03%0.11%Q3 2016Q3 202327
Page Arthur B 27270.37%1.87%2.33%Q3 2015Q1 202227
PARADIGM ASSET MANAGEMENT CO LLC 1750.01%0.25%0.60%Q2 2013Q3 202327
PARSONS CAPITAL MANAGEMENT INC/RI 2610.01%0.14%0.25%Q1 2015Q3 202327
Mawer Investment Management Ltd. 27270.00%1.08%2.72%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.02%0.05%0.08%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.01%0.02%0.04%Q4 2016Q3 202327
CIBC BANK USA 27270.06%0.17%0.37%Q2 2013Q4 201927
Renaissance Technologies 1110.00%0.03%0.09%Q2 2013Q4 202227
OPPENHEIMER ASSET MANAGEMENT INC. 27270.06%0.28%0.56%Q1 2017Q3 202327
MACQUARIE GROUP LTD 1710.00%0.15%0.30%Q2 2013Q3 202327
Moloney Securities Asset Management, LLC 27270.08%0.20%0.36%Q1 2017Q3 202327
OLD MISSION CAPITAL LLC 610.02%0.59%1.92%Q4 2014Q3 202326
IPG Investment Advisors LLC 26260.06%0.15%0.20%Q4 2014Q1 202126
BUCKINGHAM STRATEGIC WEALTH, LLC 26260.01%0.04%0.11%Q2 2017Q3 202326
SUNTRUST BANKS INC 26260.01%0.05%0.10%Q2 2013Q3 201926
SL ADVISORS, LLC 2330.32%0.71%1.40%Q2 2016Q2 202326
Patriot Financial Group Insurance Agency, LLC 2330.00%0.02%0.08%Q4 2016Q3 202326
DELTA ASSET MANAGEMENT LLC/TN 2020.00%0.01%0.02%Q2 2014Q3 202326
Kovitz Investment Group Partners, LLC 26260.03%0.06%0.11%Q2 2017Q3 202326
Baystate Wealth Management LLC 26260.00%0.00%0.01%Q2 2017Q3 202326
RMB Capital Management, LLC 1510.01%0.11%0.30%Q2 2013Q1 202026
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1910.00%0.00%0.02%Q2 2013Q2 202026
Quantbot Technologies LP 810.00%0.07%0.18%Q3 2013Q4 202226
Polen Capital Management 26260.01%0.06%0.12%Q2 2017Q3 202326
Crossmark Global Holdings, Inc. 2510.16%0.27%0.61%Q3 2016Q3 202326
Hexavest Inc. 26260.00%0.00%0.00%Q2 2013Q3 201926
BigSur Wealth Management LLC 2330.08%0.21%0.41%Q4 2016Q2 202326
ADVISORY RESEARCH INC 1410.00%0.22%0.77%Q2 2013Q3 202326
HAMEL ASSOCIATES, INC. 2120.02%0.31%0.56%Q4 2013Q2 202226
NEXT Financial Group, Inc 1360.01%0.04%0.08%Q3 2014Q4 202126
Roble, Belko & Company, Inc 2420.00%0.01%0.02%Q1 2015Q3 202326
Steward Partners Investment Advisory, LLC 1880.01%0.01%0.02%Q4 2016Q3 202326
St. James Investment Company, LLC 1420.04%2.32%5.52%Q1 2014Q3 202326
SCOUT INVESTMENTS, INC. 2330.00%0.01%0.01%Q2 2013Q4 202126
HARRIS ASSOCIATES L P 26260.00%0.57%0.79%Q2 2013Q3 201926
BB&T SECURITIES, LLC 26260.14%0.79%1.55%Q2 2013Q3 201926
TOMPKINS FINANCIAL CORP 1150.00%0.00%0.01%Q3 2016Q4 202326
Gemmer Asset Management LLC 980.00%0.00%0.01%Q3 2014Q1 202225
Compagnie Lombard Odier SCmA 2410.00%0.01%0.02%Q1 2015Q2 202225
Gradient Investments LLC 1620.00%0.01%0.07%Q4 2013Q3 202325
AMP Capital Investors Ltd 25250.00%0.01%0.03%Q3 2015Q3 202125
Radnor Capital Management, LLC 1910.23%0.44%0.56%Q4 2016Q3 202325
Valeo Financial Advisors, LLC 25250.02%0.05%0.10%Q3 2017Q3 202325
Stonebridge Capital Advisors LLC 25250.01%0.04%0.09%Q3 2017Q3 202325
Burt Wealth Advisors 25250.00%0.01%0.03%Q4 2014Q4 202025
Bogart Wealth, LLC 25250.00%0.00%0.01%Q3 2017Q3 202325
Markel Corporation 25250.28%1.49%1.93%Q4 2013Q4 201925
BERKSHIRE ASSET MANAGEMENT LLC/PA 2050.01%0.19%0.40%Q3 2014Q4 202125
GRIFFIN ASSET MANAGEMENT, INC. 25250.14%0.17%0.20%Q3 2017Q3 202325
KINGS POINT CAPITAL MANAGEMENT 1780.00%0.18%1.04%Q4 2015Q1 202225
OAK RIDGE INVESTMENTS LLC 25250.02%0.42%0.70%Q3 2017Q3 202325
Jackson, Grant Investment Advisers, Inc. 2320.00%0.03%0.04%Q1 2016Q2 202325
Cetera Investment Advisers 1210.02%0.06%0.14%Q4 2015Q3 202325
WADE G W & INC 1210.02%0.46%1.17%Q2 2013Q3 202325
GAMCO INVESTORS, INC. ET AL 14110.01%0.03%0.06%Q2 2013Q3 202325
Cubist Systematic Strategies, LLC 510.01%0.02%0.12%Q3 2014Q3 202325
AdvisorNet Financial, Inc 24240.00%0.01%0.02%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.13%0.25%0.38%Q4 2017Q3 202324
Point View Wealth Management, Inc. 24240.21%0.32%0.41%Q1 2015Q4 202024
Sigma Planning Corp 1910.01%0.04%0.10%Q4 2014Q3 202324
THOMPSON SIEGEL & WALMSLEY LLC 12120.00%0.01%0.02%Q1 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Manning & Napier Group, LLC 24241.49%2.22%3.02%Q4 2017Q3 202324
Lester Murray Antman dba SimplyRich 24240.51%0.65%0.88%Q4 2017Q3 202324
TRADITION CAPITAL MANAGEMENT LLC 24240.88%1.17%1.71%Q2 2013Q1 201924
SeaCrest Wealth Management, LLC 24240.04%0.08%0.12%Q4 2017Q3 202324
Front Row Advisors LLC 24240.03%0.04%0.06%Q4 2017Q3 202324
Creegan & Nassoura Financial Group, LLC 1680.60%0.91%1.07%Q4 2014Q3 202324
Global Trust Asset Management, LLC 24240.05%0.10%0.15%Q4 2017Q3 202324
Independent Advisor Alliance 1430.02%0.08%0.35%Q4 2016Q3 202324
Banco de Sabadell, S.A 24240.08%0.35%0.86%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.02%0.11%0.37%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.17%0.73%Q4 2017Q3 202324
MARK SHEPTOFF FINANCIAL PLANNING, LLC 2220.00%0.12%0.31%Q1 2014Q1 202124
MATRIX ASSET ADVISORS INC/NY 1310.06%0.52%1.16%Q2 2013Q2 202324
Harrington Investments, INC 24240.49%0.94%1.61%Q3 2017Q2 202324
Bruderman Asset Management, LLC 1860.12%0.76%2.29%Q1 2015Q2 202224
BALDWIN BROTHERS LLC/MA 1340.00%0.02%0.04%Q1 2016Q4 202324
ENTERPRISE FINANCIAL SERVICES CORP 2130.00%0.01%0.02%Q2 2013Q2 202124
Frontier Wealth Management LLC 24240.02%0.04%0.06%Q1 2016Q4 202124
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 24240.02%0.22%1.31%Q2 2017Q1 202324
Trust Co 1230.00%0.01%0.03%Q2 2015Q3 202324
TIRSCHWELL & LOEWY INC 24240.21%0.47%0.59%Q2 2013Q1 201924
RELIANCE TRUST CO OF DELAWARE 24240.04%0.09%0.18%Q2 2013Q1 201924
HBK Sorce Advisory LLC 24240.01%0.04%0.10%Q4 2017Q3 202324
ORRSTOWN FINANCIAL SERVICES INC 24240.01%1.02%1.62%Q2 2013Q1 201924
PIN OAK INVESTMENT ADVISORS INC 24240.01%0.02%0.03%Q4 2017Q3 202324
Stratos Wealth Partners, LTD. 1210.01%0.03%0.14%Q2 2014Q3 202324
SALEM INVESTMENT COUNSELORS INC 1210.00%0.14%0.42%Q2 2013Q3 202324
CHILTON CAPITAL MANAGEMENT LLC 1910.01%0.04%0.06%Q2 2013Q3 202324
Lenox Wealth Advisors, LLC 1610.00%0.00%0.02%Q2 2013Q3 202124
CAPITAL GUARDIAN TRUST CO 1680.00%0.21%0.44%Q2 2013Q2 201924
MERITAGE PORTFOLIO MANAGEMENT 1680.15%0.35%0.58%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.03%0.04%0.07%Q4 2017Q3 202324
HL FINANCIAL SERVICES LLC 24240.02%0.03%0.04%Q2 2013Q1 201924
FMA ADVISORY INC 710.08%0.32%0.93%Q2 2013Q3 202124
NORTHERN CAPITAL MANAGEMENT LLC 23230.27%0.90%2.04%Q2 2013Q4 201823
BEACON INVESTMENT ADVISORY SERVICES, INC. 1670.02%0.06%0.09%Q3 2017Q3 202323
Fiera Capital Corp 23230.00%0.05%0.18%Q1 2018Q3 202323
ALLIANCEBERNSTEIN L.P. 840.00%0.02%0.08%Q2 2013Q3 202323
WealthTrust-Arizona, LLC 23230.01%0.02%0.03%Q2 2013Q4 201823
Keystone Financial Group 2120.05%0.10%0.20%Q4 2017Q3 202323
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 23230.62%1.14%1.46%Q1 2018Q3 202323
WELCH & FORBES LLC 23230.02%0.02%0.02%Q1 2018Q3 202323
Cribstone Capital Management, LLC 1490.00%0.01%0.04%Q2 2016Q4 202223
Telos Capital Management, Inc. 2210.03%0.07%0.13%Q2 2014Q3 202223
Rockefeller Capital Management L.P. 23230.01%0.03%0.07%Q1 2018Q3 202323
Grove Bank & Trust 1490.04%0.23%0.69%Q4 2015Q3 202323
Glassman Wealth Services 23230.00%0.01%0.02%Q1 2018Q3 202323
Parkside Financial Bank & Trust 1510.00%0.04%0.12%Q3 2015Q3 202323
CARRET ASSET MANAGEMENT, LLC 1430.03%0.04%0.06%Q2 2016Q2 202323
BECKER CAPITAL MANAGEMENT INC 23230.01%0.53%1.02%Q1 2018Q3 202323
M&R CAPITAL MANAGEMENT INC 13100.00%0.01%0.02%Q2 2016Q1 202323
PEAK6 Investments LLC 710.00%0.01%0.02%Q4 2019Q3 202323
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1250.08%0.20%1.11%Q1 2014Q1 202123
D.B. Root & Company, LLC 23230.26%0.38%0.54%Q1 2018Q3 202323
Parsec Financial Management, Inc. 23230.12%0.72%1.17%Q3 2017Q1 202323
Smith, Salley & Associates 1670.13%0.28%0.54%Q2 2016Q4 202223
BAILARD, INC. 22220.01%0.02%0.04%Q2 2018Q3 202322
Prospera Financial Services Inc 1410.01%0.04%0.08%Q3 2017Q3 202322
HUTNER CAPITAL MANAGEMENT INC 22220.17%0.36%0.95%Q3 2016Q4 202122
CREATIVE FINANCIAL DESIGNS INC /ADV 1480.00%0.01%0.02%Q4 2016Q3 202322
YorkBridge Wealth Partners, LLC 22220.07%0.12%0.16%Q4 2016Q1 202222
PLIMOTH TRUST CO LLC 22220.06%0.09%0.12%Q4 2017Q1 202322
Delaney Dennis R 1840.34%1.07%1.48%Q1 2016Q2 202322
MONTAG A & ASSOCIATES INC 12100.01%0.02%0.04%Q3 2013Q3 202322
CHARTWELL INVESTMENT PARTNERS, LLC 22220.08%0.12%0.18%Q2 2018Q3 202322
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1420.00%0.19%0.67%Q1 2017Q1 202322
Kistler-Tiffany Companies, LLC 1390.00%0.02%0.07%Q4 2013Q2 202322
Capital Analysts, LLC 22220.00%0.01%0.01%Q2 2018Q3 202322
FIRST FINANCIAL CORP /IN/ 1930.00%0.01%0.01%Q4 2013Q3 202322
ROPES WEALTH ADVISORS LLC 1570.00%0.01%0.03%Q1 2015Q4 202022
Balentine LLC 1010.00%0.02%0.09%Q3 2016Q3 202322
Baker Ellis Asset Management LLC 22220.12%0.24%0.38%Q2 2013Q3 201822
Fairpointe Capital LLC 22220.01%0.02%0.04%Q2 2013Q3 201822
FIRST HAWAIIAN BANK 2110.00%0.04%0.07%Q2 2013Q3 202322
Snowden Capital Advisors LLC 840.02%0.14%0.26%Q2 2017Q3 202322
JANUS HENDERSON GROUP PLC 1220.00%0.00%0.00%Q2 2017Q3 202322
Forward Management, LLC 22220.18%0.30%0.48%Q2 2013Q3 201822
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 21210.00%0.00%0.01%Q1 2018Q1 202321
Sequoia Financial Advisors, LLC 830.01%0.07%0.24%Q2 2017Q3 202321
Caprock Group, LLC 1560.05%0.16%0.26%Q1 2018Q3 202321
GROUP ONE TRADING, L.P. 910.00%0.00%0.01%Q4 2013Q3 202321
MOODY NATIONAL BANK TRUST DIVISION 21210.01%0.04%0.06%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.01%0.05%0.09%Q3 2018Q3 202321
TWO SIGMA INVESTMENTS, LP 810.00%0.02%0.12%Q2 2013Q4 202121
PRIVATE TRUST CO NA 1470.04%0.33%0.95%Q1 2013Q3 202321
Covington Capital Management 21210.03%0.10%0.16%Q3 2017Q3 202221
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1410.00%0.02%0.04%Q3 2014Q3 202321
Old North State Trust, LLC 21210.23%0.41%0.62%Q3 2018Q3 202321
Bedel Financial Consulting, Inc. 1740.01%0.03%0.08%Q1 2018Q2 202321
Aevitas Wealth Management, Inc. 21210.24%0.55%0.77%Q4 2017Q4 202221
Clean Yield Group 2010.00%1.87%3.98%Q1 2017Q3 202321
Icon Wealth Partners, LLC 1830.04%0.08%0.13%Q1 2018Q3 202321
BDO Wealth Advisors, LLC 1110.00%0.02%0.05%Q4 2017Q2 202321
Clear Perspective Advisors, LLC 21210.11%0.54%1.10%Q4 2016Q4 202121
Pinnacle Bancorp, Inc. 2010.01%0.02%0.03%Q1 2017Q3 202321
FineMark National Bank & Trust 11100.01%0.03%0.05%Q2 2013Q1 202321
WEATHERLY ASSET MANAGEMENT L. P. 21210.10%0.22%0.29%Q3 2018Q3 202321
Sheaff Brock Investment Advisors, LLC 1240.02%0.03%0.04%Q4 2015Q2 202121
Canal Capital Management, LLC 21210.05%0.20%0.34%Q1 2017Q1 202221
Heritage Wealth Advisors 21210.01%0.01%0.02%Q3 2018Q3 202321
Horizon Investments, LLC 1110.03%0.14%0.32%Q1 2015Q3 202320
American Portfolios Advisors 20200.01%0.03%0.04%Q4 2017Q3 202220
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 1460.00%0.02%0.04%Q1 2016Q3 202320
Estabrook Capital Management 1550.00%0.01%0.02%Q2 2013Q4 202220
Edge Capital Group, LLC 20200.03%0.51%0.94%Q4 2018Q3 202320
GFS Advisors, LLC 1230.01%1.35%4.24%Q1 2015Q3 202320
Garrett Wealth Advisory Group, LLC 20200.26%0.48%0.73%Q4 2018Q3 202320
Traverso Chambers Private Wealth Management, LLC 20200.10%0.12%0.14%Q4 2018Q3 202320
London & Capital Asset Management Ltd 20200.07%0.22%1.91%Q4 2018Q3 202320
Inlet Private Wealth, LLC 20200.08%0.54%0.97%Q4 2018Q3 202320
Lafayette Investments 1510.06%0.08%0.10%Q3 2017Q3 202320
ROMAN BUTLER FULLERTON & CO 20200.24%0.36%0.50%Q4 2018Q3 202320
Ballentine Partners, LLC 1370.01%0.02%0.02%Q1 2017Q3 202320
Advisors Capital Management, LLC 20200.09%0.42%0.94%Q4 2018Q3 202320
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.08%0.22%0.51%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.01%0.02%0.04%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.00%0.01%0.01%Q3 2017Q2 202220
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.06%0.15%Q4 2018Q3 202320
Intercontinental Wealth Advisors, LLC 1190.09%0.22%0.42%Q4 2015Q2 202320
DUBUQUE BANK & TRUST CO 20200.00%0.00%0.00%Q2 2013Q1 201820
FinTrust Capital Advisors, LLC 20200.03%0.07%0.13%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.00%0.02%0.03%Q4 2015Q3 202020
GOFEN & GLOSSBERG LLC /IL/ 1240.00%0.21%0.60%Q2 2013Q4 202220
Fayerweather Charles 20200.71%1.59%2.21%Q3 2015Q2 202020
Oakworth Capital, Inc. 1110.00%0.04%0.14%Q1 2014Q3 202320
Port Capital LLC 1280.02%0.04%0.08%Q4 2017Q3 202320
Lindbrook Capital, LLC 20200.01%0.04%0.08%Q4 2018Q3 202320
Old Port Advisors 1810.90%1.44%1.96%Q2 2018Q3 202320
BerganKDV Wealth Management, LLC 1450.00%0.09%0.19%Q2 2018Q2 202319
Financial Gravity Asset Management, Inc. 1130.00%0.01%0.06%Q1 2018Q2 202319
Zions Bancorporation, N.A. 19190.01%0.23%0.48%Q1 2019Q3 202319
SILVERCREST ASSET MANAGEMENT GROUP LLC 1120.00%0.01%0.05%Q2 2016Q3 202319
MARINO, STRAM & ASSOCIATES LLC 1540.00%0.15%0.25%Q2 2018Q3 202319
WRAPMANAGER INC 850.11%0.26%0.57%Q4 2015Q3 202319
Sowell Financial Services LLC 1010.01%0.15%0.22%Q4 2016Q3 202319
DEARBORN PARTNERS LLC 1270.02%0.03%0.04%Q3 2013Q3 202319
ROTHSCHILD INVESTMENT LLC /IL 19190.03%0.05%0.12%Q3 2014Q1 201919
Realta Investment Advisors 19190.20%0.29%0.38%Q1 2019Q3 202319
MOSELEY INVESTMENT MANAGEMENT INC 19190.16%0.34%0.58%Q1 2019Q3 202319
Vantage Investment Advisors, LLC 19190.00%0.01%0.02%Q1 2014Q3 201819
KANAWHA CAPITAL MANAGEMENT LLC 19190.03%0.24%0.44%Q1 2019Q3 202319
Keudell/Morrison Wealth Management 19190.10%0.26%0.42%Q1 2019Q3 202319
SIMPLEX TRADING, LLC 710.00%0.01%0.07%Q4 2014Q1 202219
PRUDENTIAL FINANCIAL INC 19190.00%0.00%0.00%Q1 2019Q3 202319
Cardinal Capital Management 1180.28%0.68%1.18%Q2 2013Q3 202319
NewSquare Capital LLC 810.00%0.00%0.01%Q3 2015Q3 202319
First PREMIER Bank 19190.00%0.02%0.04%Q3 2018Q1 202319
COMERICA SECURITIES,INC. 19190.01%0.07%0.11%Q1 2019Q3 202319
Atlantic Union Bankshares Corp 1810.00%0.09%0.18%Q1 2014Q3 202319
Eagle Ridge Investment Management 19190.03%0.06%0.11%Q3 2016Q1 202119
Gardiner Nancy B 19191.18%2.32%3.32%Q4 2015Q2 202019
ROCKEFELLER FINANCIAL SERVICES INC 19190.07%0.17%0.26%Q2 2013Q4 201719
Private Capital Group, LLC 19190.02%0.03%0.06%Q4 2017Q2 202219
Vestmark Advisory Solutions, Inc. 19190.02%0.18%0.32%Q1 2019Q3 202319
HENDLEY & CO INC 19190.12%0.27%0.34%Q4 2017Q2 202219
JFS WEALTH ADVISORS, LLC 1630.00%0.01%0.01%Q2 2018Q3 202319
FOUNDERS FINANCIAL SECURITIES LLC 1540.16%0.52%1.72%Q1 2015Q3 202319
Manchester Capital Management LLC 1270.00%0.03%0.09%Q2 2013Q3 202319
Wambolt & Associates, LLC 19190.22%0.34%0.49%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.02%0.02%0.03%Q1 2019Q3 202319
Douglas Lane & Associates, LLC 1260.01%0.01%0.04%Q1 2016Q3 202318
Keeler Thomas Management LLC 18180.14%1.14%1.94%Q4 2017Q1 202218
MANNING & NAPIER ADVISORS LLC 18181.59%2.54%3.38%Q2 2013Q3 201718
Regal Investment Advisors LLC 410.02%0.04%0.08%Q4 2013Q3 202318
Artisan Partners Limited Partnership 18180.27%0.59%1.42%Q2 2013Q3 201718
Fieldpoint Private Securities, LLC 1010.02%0.04%0.08%Q1 2017Q2 202218
THOMAS WHITE INTERNATIONAL LTD 820.00%0.01%0.02%Q2 2013Q4 202118
JAMES INVESTMENT RESEARCH INC 1320.00%0.00%0.00%Q2 2016Q1 202318
Belpointe Asset Management LLC 1710.02%0.02%0.03%Q3 2018Q1 202318
Commonwealth Equity Services, Inc 18180.03%0.04%0.06%Q2 2013Q3 201718
Sonora Investment Management, LLC 1710.00%0.00%0.01%Q2 2016Q3 202118
Waldron Private Wealth LLC 1710.05%0.11%0.34%Q4 2015Q3 202318
Grantham, Mayo, Van Otterloo & Co. LLC 1110.00%0.02%0.07%Q2 2013Q3 202318
RHUMBLINE ADVISERS 1320.00%0.00%0.00%Q2 2013Q3 202318
Copeland Capital Management, LLC 18180.00%0.00%0.00%Q2 2019Q3 202318
LINCLUDEN MANAGEMENT LTD 18180.02%0.08%0.88%Q1 2014Q2 201818
TOWNSQUARE CAPITAL LLC 18180.02%0.11%0.18%Q2 2019Q3 202318
BRINKER CAPITAL INC 18180.02%0.15%0.23%Q1 2016Q2 202018
American Research & Management Co. 1080.00%0.00%0.01%Q2 2015Q3 202218
Human Investing LLC 1260.00%0.12%0.31%Q4 2018Q3 202318
Jacobus Wealth Management, Inc. 18180.05%0.06%0.08%Q2 2013Q3 201718
First Bank & Trust 1530.01%0.63%1.11%Q4 2016Q3 202318
Westhampton Capital, LLC 18180.66%1.06%1.26%Q2 2019Q3 202318
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.09%0.72%3.37%Q4 2015Q1 202018
Bowie Capital Management, LLC 18180.26%2.37%4.33%Q4 2016Q1 202118
Aspire Private Capital, LLC 18180.00%0.05%0.17%Q2 2019Q3 202318
Catamount Wealth Management 18180.01%1.03%2.68%Q4 2014Q1 201918
Israel Discount Bank of New York 920.00%0.42%0.88%Q1 2017Q3 202318
Semmax Financial Advisors Inc. 1710.10%0.35%0.55%Q4 2018Q3 202318
Sound View Wealth Advisors Group, LLC 18180.05%0.11%0.17%Q2 2019Q3 202318
Summit X, LLC 1510.05%0.19%0.36%Q1 2018Q2 202318
People's United Financial, Inc. 1710.00%0.00%0.04%Q2 2013Q2 201818
SG Americas Securities, LLC 1110.00%0.02%0.07%Q2 2017Q2 202318
Hedeker Wealth, LLC 17170.04%0.36%0.73%Q4 2014Q4 201817
Nuveen Asset Management, LLC 1210.00%0.00%0.00%Q3 2014Q3 202317
CIBC Private Wealth Group, LLC 1310.00%0.01%0.02%Q4 2017Q3 202317
FIRST NATIONAL BANK OF OMAHA 17170.01%0.51%0.74%Q3 2017Q3 202117
WFG Advisors, LP 17170.01%0.04%0.09%Q2 2013Q2 201717
BKS ADVISORS, LLC 17171.11%1.23%1.36%Q1 2015Q1 201917
Global Wealth Management Investment Advisory, Inc. 1520.00%0.09%0.53%Q4 2018Q3 202317
PARK AVENUE SECURITIES LLC 1410.02%0.05%0.07%Q1 2019Q3 202317
LGL PARTNERS, LLC 1340.06%0.12%0.26%Q1 2019Q3 202317
Proficio Capital Partners LLC 1520.00%0.02%0.04%Q4 2015Q2 202317
Elefante Mark B 17172.46%3.08%3.71%Q2 2016Q2 202017
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 710.00%0.04%0.09%Q1 2015Q4 202217
BREMER TRUST NATIONAL ASSOCIATION 910.02%0.09%0.20%Q2 2013Q4 201817
Andesa Financial Management Inc. 17170.45%1.42%2.92%Q4 2017Q4 202117
Stockman Wealth Management, Inc. 1070.82%1.30%1.96%Q1 2015Q2 202217
BOURGEON CAPITAL MANAGEMENT LLC 17170.00%0.00%0.01%Q3 2019Q3 202317
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 17170.00%0.00%0.00%Q3 2019Q3 202317
CAPSTONE ASSET MANAGEMENT CO 17170.09%0.18%0.28%Q2 2013Q2 201717
UBS AG 660.00%0.04%0.20%Q2 2013Q3 201417
Pinion Investment Advisors, LLC 1250.18%0.51%0.79%Q1 2018Q3 202317
AMG Funds LLC 17170.78%1.53%3.77%Q3 2016Q3 202017
Farmers National Bank 1521.09%2.95%3.86%Q4 2014Q2 201917
Forester Capital Management, LTD 17170.16%0.24%0.50%Q2 2013Q2 201717
Ascent Wealth Partners, LLC 980.11%0.69%1.26%Q4 2013Q1 202317
Independent Portfolio Consultants, Inc. 17170.45%0.55%0.65%Q2 2013Q2 201717
Gotham Asset Management, LLC 1520.00%0.04%0.11%Q4 2013Q2 201817
Jackson Wealth Management, LLC 17170.17%0.52%1.57%Q3 2017Q3 202117
BEACON TRUST CO 17170.08%0.11%0.15%Q1 2013Q1 201717
Axiom Investment Management LLC 17170.13%0.71%1.43%Q4 2018Q4 202217
LAKE STREET ADVISORS GROUP, LLC 830.03%0.04%0.05%Q4 2017Q3 202317
Brinker Capital Investments, LLC 1010.00%0.05%0.14%Q1 2014Q4 202216
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.03%0.04%Q4 2019Q3 202316
Holloway Wealth Management, LLC 910.01%1.46%2.99%Q4 2016Q1 202216
EDMP, INC. 920.18%0.20%0.23%Q2 2013Q1 201816
Column Capital Advisors, LLC 16160.03%0.05%0.13%Q4 2019Q3 202316
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.11%0.17%0.22%Q4 2019Q3 202316
JNBA Financial Advisors 1210.00%0.00%0.02%Q3 2014Q3 202316
Mirae Asset Global Investments Co., Ltd. 1210.01%0.02%0.05%Q4 2011Q3 202316
Arden Trust Co 16160.06%0.09%0.12%Q2 2019Q1 202316
Martin Capital Partners, LLC 16162.45%3.07%3.61%Q1 2020Q4 202316
OXFORD ASSET MANAGEMENT LLP 710.01%0.06%0.18%Q2 2013Q4 201916
One Wealth Advisors, LLC 810.01%0.13%0.20%Q4 2017Q4 202216
PALLADIEM, LLC 1240.03%0.21%0.32%Q4 2014Q3 202316
Citizens Business Bank 1060.07%0.12%0.20%Q4 2012Q2 202216
CUE ADVISORY SERVICES, INC. 16160.33%0.40%0.46%Q4 2014Q3 201816
Brookstone Capital Management 1110.00%0.04%0.09%Q2 2014Q4 202116
SkyOak Wealth, LLC 16160.57%0.72%1.06%Q4 2019Q3 202316
Russell Investments Group, Ltd. 1210.00%0.04%0.13%Q4 2017Q3 202316
ARTHUR M. COHEN & ASSOCIATES, LLC 910.10%0.33%0.57%Q3 2014Q1 202116
FLPUTNAM INVESTMENT MANAGEMENT CO 1240.02%0.05%0.11%Q3 2019Q3 202316
Banco Santander, S.A. 1240.00%0.01%0.02%Q2 2018Q3 202316
Mutual Advisors, LLC 16160.02%0.05%0.10%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.04%0.06%0.10%Q4 2019Q3 202316
Artemis Wealth Advisors, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
AMERICAN CENTURY COMPANIES INC 16160.00%0.12%0.19%Q4 2019Q3 202316
ICW Investment Advisors LLC 16160.64%0.81%1.00%Q4 2019Q3 202316
HBC Financial Services, PLLC 16160.01%0.01%0.01%Q4 2019Q3 202316
RBO & CO LLC 16160.05%0.08%0.11%Q4 2019Q3 202316
Wellington Shields Capital Management, LLC 1010.03%0.06%0.17%Q4 2016Q3 202316
Aberdeen Wealth Management LLC 16160.34%0.56%0.79%Q4 2019Q3 202316
BRANDES INVESTMENT PARTNERS, LP 970.02%0.10%0.28%Q4 2012Q3 202316
AE Wealth Management LLC 1510.00%0.02%0.11%Q4 2016Q3 202316
ABSHER WEALTH MANAGEMENT, LLC 16160.04%0.07%0.11%Q4 2019Q3 202316
PEAPACK GLADSTONE FINANCIAL CORP 1330.01%0.05%0.08%Q1 2019Q3 202316
Focused Wealth Management, Inc 1410.00%0.01%0.09%Q3 2013Q3 202316
Capstone Financial Advisors, Inc. 1210.03%0.14%0.36%Q4 2013Q3 202316
INTERACTIVE FINANCIAL ADVISORS, INC. 16160.01%0.01%0.02%Q1 2019Q4 202216
GARLAND CAPITAL MANAGEMENT INC 16162.68%3.19%3.82%Q2 2013Q1 201716
CAPTRUST FINANCIAL ADVISORS 16160.01%0.05%0.18%Q4 2019Q3 202316
Crescent Grove Advisors, LLC 1420.04%0.05%0.05%Q2 2019Q3 202316
Lowell Blake & Associates Inc. 16160.27%2.18%3.63%Q4 2019Q3 202316
Allianz Asset Management GmbH 1510.00%0.00%0.00%Q4 2017Q2 202216
Pacer Advisors, Inc. 1330.01%0.06%0.13%Q2 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.01%0.01%0.02%Q4 2019Q3 202316
Perkins Investment Management, LLC 16160.02%0.10%0.63%Q2 2013Q1 201716
OSAIC HOLDINGS, INC. 15150.03%0.04%0.05%Q1 2020Q3 202315
HHM Wealth Advisors, LLC 15150.01%0.02%0.02%Q1 2020Q3 202315
Rosenberg Matthew Hamilton 15150.05%0.11%0.21%Q1 2020Q3 202315
Wealth Alliance 15150.05%0.19%0.29%Q1 2020Q3 202315
Sunbelt Securities, Inc. 830.00%0.21%0.48%Q2 2015Q3 202315
TWO SIGMA SECURITIES, LLC 610.00%0.02%0.07%Q1 2017Q2 202315
GREENLEAF TRUST 1230.00%0.01%0.02%Q3 2017Q3 202315
Strategic Wealth Partners, Ltd. 1050.00%0.24%0.48%Q4 2017Q1 202315
THRIVENT FINANCIAL FOR LUTHERANS 1210.00%0.00%0.00%Q2 2013Q3 202315
Roundview Capital LLC 1230.06%0.12%0.18%Q2 2017Q3 202315
FULTON BREAKEFIELD BROENNIMAN LLC 15150.21%1.34%1.56%Q2 2013Q4 201615
Ameritas Investment Partners, Inc. 15150.00%0.00%0.00%Q4 2014Q2 201815
Ethic Inc. 1320.08%0.13%0.21%Q4 2019Q3 202315
D. E. Shaw & Co., Inc. 410.00%0.02%0.07%Q1 2015Q2 202315
Advisor Group, Inc. 15150.01%0.03%0.05%Q2 2016Q4 201915
Prime Capital Investment Advisors, LLC 910.00%0.02%0.06%Q2 2018Q3 202315
MGO ONE SEVEN LLC 1210.00%0.21%0.49%Q4 2017Q3 202315
WASHINGTON TRUST Co 15150.00%0.01%0.01%Q1 2020Q3 202315
Farmers & Merchants Trust Co of Chambersburg PA 830.00%0.00%0.01%Q1 2019Q3 202315
STRATEGIC CAPITAL ADVISERS, INC. 15151.94%2.22%2.57%Q4 2017Q2 202115
GRAYBILL WEALTH MANAGEMENT, LTD. 15150.12%1.40%2.92%Q1 2020Q3 202315
Legacy Financial Advisors, Inc. 610.00%0.06%0.15%Q4 2017Q3 202315
Physician Wealth Advisors, Inc. 1230.05%0.08%0.13%Q3 2019Q2 202315
Clearstead Advisors, LLC 15150.00%0.00%0.01%Q1 2020Q3 202315
OFI Advisors LLC 1140.01%0.02%0.05%Q3 2011Q3 201515
Beaumont Financial Partners, LLC 1230.02%0.05%0.13%Q2 2013Q2 202115
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 15150.06%0.39%0.91%Q3 2014Q1 201815
HAP Trading, LLC 510.00%0.01%0.07%Q3 2018Q3 202315
Ellevest, Inc. 1410.01%0.02%0.06%Q4 2019Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.06%0.12%0.33%Q1 2020Q3 202315
Fisher Asset Management, LLC 1230.00%0.13%0.28%Q3 2018Q3 202315
MSI Financial Services Inc 15150.01%0.02%0.04%Q2 2013Q4 201615
CONNABLE OFFICE INC 960.06%0.11%0.20%Q2 2013Q1 201715
Platform Technology Partners 1050.13%0.17%0.23%Q4 2019Q3 202315
Smith & Howard Wealth Management, LLC 1410.01%0.13%0.20%Q4 2013Q2 202215
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Spot Trading L.L.C 310.00%0.00%0.02%Q2 2013Q1 201715
IMS Capital Management 610.07%0.19%0.30%Q2 2013Q3 202315
Martin Investment Management, LLC 1050.06%0.08%0.11%Q3 2017Q3 202115
Disciplined Investments, LLC 15150.00%0.01%0.04%Q4 2019Q2 202315
SHINE INVESTMENT ADVISORY SERVICES INC 14140.00%0.00%0.01%Q2 2017Q3 202014
Pavion Blue Capital, LLC 14140.18%0.51%1.04%Q2 2020Q3 202314
TRANSCEND CAPITAL ADVISORS, LLC 1220.03%0.05%0.06%Q4 2019Q3 202314
RENAISSANCE GROUP LLC 14140.47%0.56%0.63%Q3 2014Q4 201714
Vigilant Capital Management, LLC 1310.00%0.06%0.10%Q2 2016Q2 202314
WealthTrust Axiom LLC 1220.07%0.13%0.19%Q2 2019Q3 202314
Dana Investment Advisors, Inc. 860.02%0.03%0.04%Q1 2014Q3 202314
EPG Wealth Management LLC 1220.02%0.12%0.18%Q4 2019Q3 202314
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.02%0.02%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.00%0.01%0.02%Q2 2019Q3 202214
Eudaimonia Partners, LLC 770.05%0.09%0.12%Q1 2020Q3 202314
Royal Fund Management, LLC 14140.01%0.01%0.01%Q4 2016Q1 202014
Mount Yale Investment Advisors, LLC 910.01%0.09%0.16%Q1 2018Q3 202314
BANK OF NOVA SCOTIA TRUST CO 1210.00%0.16%0.61%Q3 2015Q3 202314
Saratoga Research & Investment Management 14140.76%3.93%6.06%Q2 2020Q3 202314
TCTC Holdings, LLC 14140.00%0.00%0.01%Q2 2020Q3 202314
Continuum Advisory, LLC 860.09%0.21%0.37%Q1 2017Q3 202314
Exchange Capital Management, Inc. 1220.01%0.10%0.17%Q2 2018Q3 202314
PATHSTONE FAMILY OFFICE, LLC 1210.00%0.04%0.06%Q2 2013Q3 202314
A.R.T. Advisors, LLC 610.02%0.07%0.11%Q2 2013Q4 201914
Bray Capital Advisors 1220.00%0.00%0.01%Q2 2015Q3 202314
Capital Bank & Trust Co 1220.00%0.08%0.30%Q2 2017Q1 202114
CANADA PENSION PLAN INVESTMENT BOARD 1310.00%0.01%0.02%Q1 2015Q1 201914
Marietta Wealth Management, LLC 14140.14%0.26%0.37%Q4 2016Q1 202014
Glenview Trust Co 1310.01%0.02%0.03%Q3 2019Q3 202314
FIRST INTERSTATE BANK 14140.00%0.00%0.00%Q3 2015Q4 201814
NEW YORK STATE COMMON RETIREMENT FUND 1220.00%0.00%0.01%Q1 2015Q3 202114
JONES FINANCIAL COMPANIES LLLP 1220.00%0.00%0.00%Q2 2013Q3 202314
Mosaic Family Wealth, LLC 14140.02%0.02%0.03%Q4 2015Q1 201914
MASSMUTUAL TRUST CO FSB/ADV 1040.00%0.11%0.24%Q1 2014Q3 201714
WIMMER ASSOCIATES 1, LLC 720.12%0.19%0.27%Q1 2016Q2 202114
Matterhorn Capital Management, LLC 14140.58%1.37%1.58%Q2 2013Q3 201614
WESTPORT RESOURCES MANAGEMENT INC 14140.00%0.03%0.06%Q2 2013Q3 201614
Virtu KCG Holdings LLC 1310.01%0.06%0.30%Q3 2013Q1 201714
THOMPSON DAVIS & CO., INC. 14140.01%0.02%0.04%Q2 2014Q3 201714
Lehman Financial Resources, Inc. 14140.04%1.42%2.66%Q3 2013Q4 201614
Arlington Partners LLC 14140.45%0.80%1.17%Q2 2020Q3 202314
Live Oak Private Wealth LLC 14140.51%0.93%1.34%Q2 2020Q3 202314
Marquette Asset Management, LLC 14140.01%0.02%0.02%Q1 2019Q2 202214
Counsel Portfolio Services Inc. 13130.09%0.27%0.47%Q2 2013Q2 201613
Princeton Global Asset Management LLC 13130.01%0.19%0.58%Q4 2018Q4 202113
Financial Management Professionals, Inc. 13130.00%0.00%0.01%Q3 2020Q3 202313
KANALY TRUST CO 13130.08%0.23%0.34%Q4 2013Q4 201613
Sharkey, Howes & Javer 13130.00%0.00%0.00%Q2 2016Q2 201913
Gardner Russo & Gardner 1210.00%3.23%6.11%Q4 2017Q3 202313
Great Diamond Partners, LLC 1210.00%0.08%0.11%Q4 2019Q3 202313
Jefferies Group LLC 410.00%0.02%0.06%Q1 2014Q4 202113
Riverview Trust Co 1210.01%0.16%0.21%Q1 2019Q3 202313
Wellington Shields & Co., LLC 1210.06%0.17%0.44%Q3 2017Q3 202313
Orion Portfolio Solutions, LLC 1030.00%0.03%0.10%Q4 2019Q3 202313
Capital World Investors 13130.01%0.01%0.02%Q1 2019Q1 202213
Tradewinds Capital Management, LLC 1210.00%0.00%0.00%Q4 2019Q3 202313
TFC Financial Management, Inc. 13130.03%0.05%0.08%Q3 2020Q3 202313
Asset Dedication, LLC 850.00%0.00%0.01%Q2 2020Q3 202313
FRANKLIN STREET ADVISORS INC /NC 1210.02%0.02%0.06%Q2 2019Q2 202313
VSR Financial Services, Inc. 13130.05%0.06%0.09%Q2 2013Q2 201613
Certified Advisory Corp 1110.02%0.04%0.06%Q4 2017Q3 202313
Homrich & Berg 1210.01%0.01%0.02%Q1 2018Q3 202113
JANICZEK WEALTH MANAGEMENT, LLC 1210.00%0.01%0.02%Q2 2020Q3 202313
Calvert Investment Management, Inc. 13130.04%0.23%0.32%Q2 2013Q2 201613
ATTICUS WEALTH MANAGEMENT, LLC 1210.00%0.01%0.02%Q4 2019Q3 202313
Blume Capital Management, Inc. 1120.01%0.02%0.03%Q3 2016Q3 202313
NORTHEAST INVESTMENT MANAGEMENT 1210.02%0.08%0.11%Q1 2019Q3 202313
HighTower Trust Company, N.A. 710.06%0.14%0.89%Q4 2015Q2 202213
Red Door Wealth Management, LLC 940.07%0.14%0.22%Q4 2019Q3 202313
Capital Investment Advisory Services, LLC 720.03%0.09%0.15%Q4 2018Q3 202313
TRUSTCORE FINANCIAL SERVICES, LLC 510.00%0.00%0.00%Q2 2018Q2 202213
PAX Financial Group, LLC 13130.10%0.16%0.23%Q3 2020Q3 202313
Berkshire Bank 13130.14%0.53%0.92%Q3 2020Q3 202313
MinichMacGregor Wealth Management, LLC 1210.00%0.00%0.01%Q4 2015Q4 202213
HUTCHINSON CAPITAL MANAGEMENT/CA 13131.94%2.28%2.50%Q2 2013Q2 201613
Dorsey & Whitney Trust CO LLC 13130.03%0.09%0.13%Q3 2020Q3 202313
FIRST FOUNDATION ADVISORS 13130.01%0.61%1.14%Q1 2018Q1 202113
CVA Family Office, LLC 13130.01%0.04%0.07%Q3 2020Q3 202313
One Capital Management, LLC 1210.02%0.26%0.40%Q3 2014Q3 202313
Essex Savings Bank 13130.09%0.17%0.24%Q4 2018Q4 202113
AVIANCE CAPITAL MANAGEMENT, LLC 850.04%0.22%0.56%Q2 2013Q3 201613
Curbstone Financial Management Corp 13130.17%0.21%0.26%Q4 2020Q4 202313
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.02%0.30%0.85%Q3 2020Q3 202313
Leelyn Smith, LLC 13130.00%0.02%0.06%Q4 2019Q4 202213
EVOKE WEALTH, LLC 13130.00%0.00%0.01%Q3 2019Q3 202213
Fairhaven Wealth Management, LLC 13130.14%0.42%0.70%Q4 2018Q4 202113
VOLORIDGE INVESTMENT MANAGEMENT, LLC 610.01%0.15%0.37%Q4 2016Q1 202313
Key FInancial Inc 1210.01%0.01%0.01%Q1 2020Q3 202313
BNP PARIBAS FINANCIAL MARKETS 1210.00%0.00%0.02%Q3 2015Q3 202313
Hexagon Capital Partners LLC 13130.01%0.02%0.04%Q3 2020Q3 202313
Kestra Advisory Services, LLC 13130.02%0.04%0.05%Q3 2020Q3 202313
WEST PACES ADVISORS INC. 940.00%0.02%0.04%Q4 2016Q3 202113
Principle Wealth Partners LLC 1210.02%0.12%0.30%Q2 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.02%0.11%Q3 2020Q3 202313
NORTHSTAR WEALTH PARTNERS LLC 13130.20%0.82%1.04%Q3 2017Q3 202013
SEVEN EIGHT CAPITAL, LP 410.02%0.16%0.43%Q2 2014Q1 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.08%0.12%Q3 2020Q3 202313
LORD, ABBETT & CO. LLC 760.01%0.17%0.38%Q1 2020Q3 202313
Wealthspire Advisors, LLC 610.00%0.01%0.02%Q4 2018Q3 202313
BEACH INVESTMENT COUNSEL INC/PA 13130.37%0.43%0.49%Q4 2020Q4 202313
LEVIN CAPITAL STRATEGIES, L.P. 12120.03%1.73%3.15%Q4 2020Q3 202312
First Pacific Financial 12120.32%0.39%0.45%Q4 2020Q3 202312
KLINGENSTEIN FIELDS & CO LP 12120.01%0.01%0.02%Q4 2020Q3 202312
HIGHLAND CAPITAL MANAGEMENT, LLC 12120.10%0.12%0.14%Q4 2020Q3 202312
Salvus Wealth Management, LLC 12120.30%0.43%0.54%Q4 2020Q3 202312
HEARTLAND ADVISORS INC 12120.17%0.20%0.22%Q4 2020Q3 202312
Marble Harbor Investment Counsel, LLC 12120.03%0.04%0.08%Q4 2020Q3 202312
Laurel Wealth Advisors LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
Stolper Co 12120.39%0.57%0.78%Q3 2020Q2 202312
Costello Asset Management, INC 12120.25%1.47%2.94%Q4 2020Q3 202312
Clarius Group, LLC 12120.02%0.04%0.06%Q4 2020Q3 202312
UBS ASSET MANAGEMENT AMERICAS INC 12120.00%0.00%0.00%Q4 2016Q3 201912
BRIGHTON JONES LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Systematic Alpha Investments, LLC 12120.33%0.41%0.74%Q4 2020Q3 202312
Cullen Capital Management, LLC 12121.42%2.08%2.72%Q4 2020Q3 202312
Quantitative Investment Management, LLC 210.02%0.07%0.23%Q3 2013Q3 202112
Procyon Advisors, LLC 630.02%0.11%0.22%Q4 2019Q3 202312
Atlas Brown,Inc. 12120.10%0.13%0.19%Q4 2020Q3 202312
DIVIDEND ASSETS CAPITAL, LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Signet Investment Advisory Group, Inc. 12120.03%0.69%0.93%Q4 2020Q3 202312
9258 Wealth Management, LLC 12120.04%0.07%0.13%Q4 2020Q3 202312
ARCADIA INVESTMENT MANAGEMENT CORP/MI 12120.00%0.01%0.01%Q4 2015Q3 201812
ATLAS CAPITAL ADVISORS LLC 660.00%0.05%0.18%Q4 2018Q3 202312
QV Investors Inc. 12120.22%1.09%1.65%Q4 2020Q3 202312
TODD ASSET MANAGEMENT LLC 12120.06%0.10%0.17%Q4 2020Q3 202312
TRILLIUM ASSET MANAGEMENT, LLC 12120.94%1.26%1.64%Q4 2020Q3 202312
Personal Capital Advisors Corp 1010.00%0.00%0.00%Q4 2017Q4 202212
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 12120.02%0.03%0.04%Q4 2020Q3 202312
Lido Advisors, LLC 12120.00%0.03%0.09%Q4 2020Q3 202312
WCM INVESTMENT MANAGEMENT, LLC 910.00%0.01%0.02%Q3 2013Q1 202312
HEADINVEST, LLC 12120.74%0.94%1.22%Q4 2020Q3 202312
Birch Hill Investment Advisors LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
Graypoint LLC 12120.04%0.16%0.34%Q4 2020Q3 202312
DELTA CAPITAL MANAGEMENT LLC 12120.97%1.19%1.61%Q4 2020Q3 202312
BTC Capital Management, Inc. 12120.10%0.14%0.19%Q4 2020Q3 202312
NOMURA ASSET MANAGEMENT CO LTD 12120.00%0.00%0.00%Q4 2020Q3 202312
ROBERTS GLORE & CO INC /IL/ 12120.10%0.13%0.19%Q4 2020Q3 202312
WELLINGTON MANAGEMENT GROUP LLP 12120.11%0.23%0.36%Q4 2020Q3 202312
WealthPLAN Partners, LLC 510.00%0.05%0.10%Q4 2015Q2 202312
O'Brien Greene & Co. Inc 12120.10%0.12%0.15%Q4 2020Q3 202312
YACKTMAN ASSET MANAGEMENT LP 12120.12%0.15%0.18%Q4 2020Q3 202312
MAI Capital Management 12120.01%0.01%0.02%Q4 2020Q3 202312
YCG, LLC 12121.33%1.65%2.22%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.00%0.02%0.06%Q4 2018Q3 202112
MAR VISTA INVESTMENT PARTNERS LLC 12120.00%0.92%2.36%Q4 2020Q3 202312
HighMark Wealth Management LLC 12120.00%0.00%0.01%Q4 2020Q3 202312
PITTENGER & ANDERSON INC 12120.00%0.15%0.17%Q4 2020Q3 202312
CLIFFORD SWAN INVESTMENT COUNSEL LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
SHELTON CAPITAL MANAGEMENT 12120.02%0.17%0.34%Q4 2020Q3 202312
SAGE RHINO CAPITAL LLC 12120.08%0.12%0.14%Q4 2020Q3 202312
S.A. Mason LLC 12120.15%0.18%0.23%Q4 2020Q3 202312
GUYASUTA INVESTMENT ADVISORS INC 12120.48%1.76%2.61%Q4 2020Q3 202312
Prestige Wealth Management Group LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
AllSquare Wealth Management LLC 12120.00%0.00%0.00%Q4 2020Q3 202312
Hummer Financial Advisory Services Inc 12120.27%0.35%0.49%Q4 2020Q3 202312
CHICAGO TRUST Co NA 12120.06%0.08%0.12%Q4 2020Q3 202312
NumerixS Investment Technologies Inc 410.01%0.06%0.19%Q4 2014Q1 202012
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 12120.32%0.38%0.51%Q4 2020Q3 202312
Leisure Capital Management 12120.38%0.51%0.59%Q4 2020Q3 202312
Spectrum Management Group, LLC 1010.00%0.00%0.01%Q4 2013Q3 202112
LOOMIS SAYLES & CO L P 12120.00%0.00%0.00%Q4 2020Q3 202312
Garner Asset Management Corp 12120.45%0.56%0.76%Q4 2020Q3 202312
ADAMS DIVERSIFIED EQUITY FUND, INC. 840.29%0.73%1.04%Q2 2013Q4 201912
Berman Capital Advisors, LLC 12120.00%0.02%0.08%Q4 2018Q3 202112
FRG Family Wealth Advisors LLC 12120.08%0.13%0.18%Q4 2020Q3 202312
LCM Capital Management Inc 12120.53%0.65%0.83%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12120.12%0.21%0.34%Q4 2020Q3 202312
Mayflower Financial Advisors, LLC 12120.03%0.04%0.05%Q4 2020Q3 202312
AMERICAN INTERNATIONAL GROUP, INC. 12120.00%0.00%0.01%Q2 2013Q1 201612
OmniStar Financial Group, Inc. 12120.87%1.07%1.20%Q4 2020Q3 202312
LINCOLN NATIONAL CORP 610.01%0.01%0.01%Q4 2017Q3 202312
PrairieView Partners, LLC 12120.00%0.00%0.01%Q1 2020Q4 202212
RITHOLTZ WEALTH MANAGEMENT 12120.03%0.05%0.08%Q4 2020Q3 202312
Pinnacle Wealth Planning Services, Inc. 12120.04%0.10%0.14%Q4 2020Q3 202312
Lorne Steinberg Wealth Management Inc. 12121.56%1.98%2.68%Q4 2020Q3 202312
Bard Financial Services, Inc. 12120.09%0.19%0.33%Q4 2020Q3 202312
Boston Common Asset Management, LLC 12120.57%1.09%1.62%Q4 2020Q3 202312
Westside Investment Management, Inc. 840.00%0.01%0.02%Q4 2016Q3 202312
Carnegie Capital Asset Management, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.01%0.01%Q4 2020Q3 202312
Tacita Capital Inc 12120.13%0.17%0.23%Q4 2020Q3 202312
Abbrea Capital, LLC 12120.06%0.07%0.10%Q4 2020Q3 202312
COZAD ASSET MANAGEMENT INC 12120.07%0.08%0.11%Q4 2020Q3 202312
SEARLE & CO. 12120.12%0.14%0.20%Q4 2020Q3 202312
FCA CORP /TX 12120.08%0.15%0.18%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.12%0.17%0.30%Q4 2020Q3 202312
CI INVESTMENTS INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Portland Global Advisors LLC 12120.72%0.86%1.04%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.17%0.24%0.33%Q4 2020Q3 202312
OKABENA INVESTMENT SERVICES INC 1020.08%0.62%1.04%Q4 2019Q4 202212
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 12120.00%0.00%0.00%Q4 2020Q3 202312
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.59%0.72%1.01%Q4 2020Q3 202312
Qube Research & Technologies Ltd 410.01%0.11%0.58%Q3 2019Q3 202312
Connolly Sarah T. 12120.21%0.29%0.46%Q4 2020Q3 202312
Cohen Investment Advisors LLC 12120.25%0.32%0.39%Q4 2020Q3 202312
NATIONAL PLANNING CORP 910.01%0.02%0.03%Q1 2014Q3 201712
Northwest Capital Management Inc 12120.14%0.20%0.32%Q4 2020Q3 202312
First Eagle Investment Management, LLC 12120.00%0.02%0.05%Q4 2020Q3 202312
Simplicity Solutions, LLC 410.02%0.08%0.17%Q4 2015Q3 202312
HYMAN CHARLES D 12120.01%0.03%0.04%Q4 2020Q3 202312
RBF Capital, LLC 12120.09%0.10%0.14%Q4 2020Q3 202312
AUGUSTINE ASSET MANAGEMENT INC 12120.12%0.17%0.24%Q4 2020Q3 202312
JT Stratford LLC 12120.76%1.41%1.82%Q4 2016Q3 201912
Investors Research Corp 12120.01%0.02%0.02%Q4 2020Q3 202312
Financial Avengers, Inc. 12120.01%0.01%0.02%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.29%0.44%0.95%Q4 2020Q3 202312
Wealthcare Advisory Partners LLC 1110.00%0.01%0.03%Q3 2017Q1 202112
TWO SIGMA ADVISERS, LP 510.00%0.01%0.04%Q3 2014Q3 202312
Symphony Financial, Ltd. Co. 12120.06%0.09%0.16%Q4 2020Q3 202312
KAVAR CAPITAL PARTNERS GROUP, LLC 12121.17%1.35%1.62%Q4 2020Q3 202312
Nicholas Hoffman & Company, LLC. 12120.03%0.11%0.17%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.11%0.16%0.23%Q4 2020Q3 202312
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.38%0.46%0.51%Q4 2020Q3 202312
Integrated Wealth Concepts LLC 12120.02%0.06%0.08%Q4 2020Q3 202312
Avidian Wealth Solutions, LLC 12120.07%0.09%0.11%Q4 2020Q3 202312
Chicago Capital, LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
SANTA BARBARA ASSET MANAGEMENT, LLC 12120.03%0.04%0.05%Q2 2016Q1 201912
Gruss & Co., LLC 840.30%0.50%0.99%Q2 2013Q4 201812
AMG National Trust Bank 660.04%0.10%0.13%Q3 2014Q3 202312
SCHARF INVESTMENTS, LLC 12122.27%3.10%3.88%Q4 2020Q3 202312
Beacon Pointe Advisors, LLC 12120.03%0.09%0.19%Q4 2020Q3 202312
IAG Wealth Partners, LLC 12120.01%0.01%0.01%Q4 2020Q3 202312
Euro Pacific Asset Management, LLC 12121.78%2.76%3.68%Q4 2020Q3 202312
Legacy Private Trust Co. 12120.02%0.02%0.03%Q4 2020Q3 202312
ROCKLAND TRUST CO 12120.36%0.43%0.52%Q4 2020Q3 202312
Intrua Financial, LLC 12120.07%0.13%0.25%Q2 2020Q1 202312
Buckingham Capital Management, Inc. 1110.04%0.10%0.16%Q2 2013Q2 202312
Concord Wealth Partners 740.02%0.06%0.18%Q4 2020Q3 202311
BlackRock Group LTD 650.00%0.00%0.00%Q2 2013Q1 201611
Douglas C. Lane & Associates, Inc. 11110.01%0.02%0.03%Q2 2013Q4 201511
SEGALL BRYANT & HAMILL, LLC 510.01%0.25%0.64%Q3 2020Q3 202311
CYPRESS ASSET MANAGEMENT INC/TX 11110.13%0.19%0.32%Q4 2020Q2 202311
WHV Investments, Inc. 11110.01%0.01%0.01%Q2 2013Q4 201511
CATAWBA CAPITAL MANAGEMENT /VA 11110.08%0.12%0.14%Q1 2015Q3 201711
AUXIER ASSET MANAGEMENT 11110.68%0.85%0.95%Q1 2021Q3 202311
STEVENS CAPITAL MANAGEMENT LP 310.01%0.04%0.10%Q2 2013Q4 201911
SPINNAKER TRUST 650.01%0.03%0.04%Q4 2020Q3 202311
NOMURA HOLDINGS INC 410.00%0.04%0.11%Q4 2012Q3 202311
CAUSEWAY CAPITAL MANAGEMENT LLC 11110.36%0.53%0.68%Q1 2021Q3 202311
CREDIT AGRICOLE S A 11110.00%0.00%0.01%Q1 2021Q3 202311
FIRST MERCANTILE TRUST CO 11110.01%0.01%0.01%Q2 2013Q4 201511
EVERGREEN CAPITAL MANAGEMENT LLC 650.01%0.02%0.03%Q4 2020Q3 202311
HIGH POINTE CAPITAL MANAGEMENT LLC 830.29%0.38%0.49%Q1 2014Q2 202111
ATHERTON LANE ADVISERS, LLC 11110.01%0.01%0.02%Q2 2013Q4 201511
INVESTMENT CENTERS OF AMERICA INC 11110.03%0.04%0.05%Q1 2015Q3 201711
Rathbones Group PLC 1010.00%0.00%0.01%Q4 2020Q3 202311
Progressive Investment Management Corp 830.33%1.70%2.39%Q2 2013Q4 201711
NORGES BANK 920.01%0.04%0.08%Q3 2019Q4 202211
BANK OF STOCKTON 11110.11%0.22%0.29%Q4 2017Q2 202011
GHP Investment Advisors, Inc. 740.01%0.02%0.03%Q4 2020Q3 202311
PUTNAM INVESTMENTS LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
Ativo Capital Management LLC 830.09%0.70%1.10%Q4 2014Q3 202311
Zuckerman Investment Group, LLC 11110.20%2.25%2.98%Q1 2012Q3 201411
Verition Fund Management LLC 610.00%0.07%0.18%Q2 2015Q2 202311
Gabalex Capital Management LLC 11112.02%5.23%6.53%Q2 2019Q4 202111
Lenox Wealth Management, Inc. 11110.00%0.01%0.01%Q4 2017Q2 202011
Sanders Capital, LLC 11110.01%0.02%0.02%Q1 2021Q3 202311
PATTON ALBERTSON MILLER GROUP, LLC 11110.05%0.12%0.16%Q2 2019Q4 202111
Price Wealth, LLC 11110.12%0.24%0.29%Q1 2018Q3 202011
Gilman Hill Asset Management, LLC 11110.51%0.58%0.67%Q1 2021Q3 202311
A. D. Beadell Investment Counsel, Inc. 11111.17%3.46%4.28%Q2 2013Q4 201511
AMERICAN ASSET MANAGEMENT INC. 11110.12%0.18%0.24%Q2 2017Q4 201911
Winfield Associates, Inc. 830.01%0.05%0.15%Q4 2013Q4 201711
Alpha Cubed Investments, LLC 710.02%0.19%0.69%Q1 2017Q3 202311
SRS Capital Advisors, Inc. 1010.00%0.01%0.02%Q4 2020Q3 202311
Cordasco Financial Network 1010.00%0.04%0.06%Q2 2018Q2 202211
FAS Wealth Partners, Inc. 11110.03%0.06%0.11%Q4 2020Q2 202311
Avior Wealth Management, LLC 11110.05%0.07%0.09%Q1 2021Q3 202311
Select Asset Management & Trust 11110.14%0.23%0.30%Q4 2020Q2 202311
MCF Advisors LLC 710.00%0.00%0.00%Q2 2016Q3 202311
MISSION WEALTH MANAGEMENT, LP 650.01%0.01%0.02%Q4 2020Q3 202311
Renasant Bank 650.20%0.24%0.36%Q4 2020Q3 202311
GSB Wealth Management, LLC 11110.18%0.77%1.31%Q1 2021Q3 202311
Alpha Omega Wealth Management LLC 11110.01%0.02%0.04%Q4 2016Q2 201911
Venturi Wealth Management, LLC 830.00%0.31%0.52%Q3 2016Q3 202311
Stratos Wealth Advisors, LLC 11110.02%0.04%0.09%Q1 2021Q3 202311
TIAA, FSB 11110.00%0.00%0.00%Q4 2020Q2 202311
TRUEWEALTH LLC 11110.01%0.02%0.03%Q4 2017Q2 202011
Fluent Financial, LLC 740.59%0.75%0.98%Q4 2019Q3 202311
Larson Financial Group LLC 830.00%0.00%0.00%Q2 2020Q3 202311
Foundations Investment Advisors, LLC 650.02%0.07%0.14%Q2 2018Q3 202311
VisionPoint Advisory Group, LLC 920.00%0.17%0.85%Q4 2018Q3 202311
Robertson Stephens Wealth Management, LLC 11110.04%0.07%0.12%Q1 2021Q3 202311
Frisch Financial Group, Inc. 920.08%0.11%0.18%Q4 2020Q3 202311
Qtron Investments LLC 1010.05%0.15%0.27%Q4 2020Q3 202311
Marcum Wealth, LLC 11110.07%0.10%0.14%Q1 2021Q3 202311
tru Independence LLC 1010.00%1.65%2.13%Q4 2020Q3 202311
EPIQ PARTNERS, LLC 11110.76%1.15%1.33%Q1 2021Q3 202311
Optas, LLC 650.08%0.17%0.27%Q4 2020Q3 202311
Auxano Advisors, LLC 11110.13%0.29%0.50%Q1 2021Q3 202311
44 WEALTH MANAGEMENT LLC 11110.50%0.92%1.27%Q4 2020Q2 202311
Addison Advisors LLC 1010.00%0.10%0.25%Q4 2020Q3 202311
Tranquilli Financial Advisor LLC 650.14%0.22%0.32%Q4 2020Q3 202311
Robbins Farley 11110.00%0.00%0.00%Q1 2021Q3 202311
Spire Wealth Management 11110.02%0.04%0.06%Q1 2021Q3 202311
Range Financial Group LLC 11110.33%0.40%0.48%Q1 2021Q3 202311
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 650.02%0.03%0.05%Q4 2018Q3 202111
PDS Planning, Inc 650.04%0.06%0.08%Q4 2020Q3 202311
NORTHSTAR ASSET MANAGEMENT INC 11113.42%4.32%5.38%Q1 2021Q3 202311
MACKENZIE FINANCIAL CORP 11110.01%0.02%0.02%Q4 2013Q2 201611
Lloyd Advisory Services, LLC. 910.00%0.11%0.39%Q4 2019Q3 202310
Keeley-Teton Advisors, LLC 420.02%0.03%0.04%Q4 2020Q3 202310
Cowen Prime Advisors LLC 910.03%0.03%0.04%Q2 2020Q2 202310
Candriam S.C.A. 10100.01%0.01%0.02%Q4 2020Q1 202310
Trutina Financial LLC 910.01%3.02%3.98%Q3 2013Q4 201610
Evercore Wealth Management, LLC 10100.00%0.00%0.01%Q2 2013Q3 201510
RUSSELL FRANK CO/ 730.00%0.02%0.04%Q2 2013Q1 201610
EDMOND DE ROTHSCHILD HOLDING S.A. 640.00%0.00%0.01%Q4 2020Q2 202310
Garrison Asset Management, LLC 510.12%0.16%0.30%Q3 2016Q3 202310
Hoxton Financial, Inc. 610.00%0.00%0.01%Q2 2013Q1 201610
Watchman Group, Inc. 10100.23%0.69%1.14%Q4 2019Q1 202210
Cypress Capital Group 10100.04%0.05%0.07%Q4 2020Q1 202310
M. Kulyk & Associates, LLC 910.05%0.57%0.94%Q4 2020Q3 202310
Eagle Bay Advisors LLC 630.05%0.07%0.11%Q2 2021Q3 202310
AlphaMark Advisors, LLC 10100.00%0.00%0.01%Q2 2020Q3 202210
Accel Wealth Management 10100.02%0.04%0.07%Q4 2020Q1 202310
BlackRock Institutional Trust Company, N.A. 640.00%0.00%0.00%Q2 2013Q1 201610
Arjuna Capital 10100.09%0.21%0.42%Q2 2021Q3 202310
Marks Group Wealth Management, Inc 910.03%0.05%0.06%Q1 2020Q1 202310
KB FINANCIAL PARTNERS, LLC 820.00%0.00%0.00%Q1 2021Q3 202310
Zions Bancorporation 710.00%0.01%0.01%Q1 2015Q3 201810
Alhambra Investment Management LLC 640.13%0.16%0.20%Q1 2021Q3 202310
CLARK ESTATES INC/NY 820.19%3.50%5.49%Q4 2016Q3 202310
South Dakota Investment Council 10100.00%0.05%0.09%Q4 2020Q1 202310
Meridian Wealth Advisors, LLC 810.01%0.10%0.15%Q4 2018Q2 202310
Centerpoint Advisors, LLC 10100.01%0.01%0.01%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
First Affirmative Financial Network 10100.35%0.57%0.74%Q3 2021Q4 202310
ACADIAN ASSET MANAGEMENT LLC 810.00%0.00%0.01%Q3 2013Q3 202310
Kelman-Lazarov, Inc. 10100.11%0.17%0.26%Q1 2016Q2 201810
FLAGSHIP HARBOR ADVISORS, LLC 10100.01%0.03%0.05%Q2 2018Q3 202010
BSW Wealth Partners 10100.14%0.19%0.25%Q4 2020Q1 202310
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 510.00%0.01%0.02%Q3 2018Q4 202110
SIMON QUICK ADVISORS, LLC 610.00%0.03%0.04%Q2 2019Q2 202310
EASTERLY INVESTMENT PARTNERS LLC 10100.08%1.89%3.46%Q2 2021Q3 202310
MEEDER ASSET MANAGEMENT INC 910.00%0.00%0.00%Q4 2019Q3 202210
Avestar Capital, LLC 730.03%0.06%0.08%Q4 2017Q4 202110
MITCHELL MCLEOD PUGH & WILLIAMS INC 730.06%0.10%0.15%Q4 2020Q2 202310
BAR HARBOR WEALTH MANAGEMENT 610.02%0.09%0.19%Q1 2013Q3 202310
Abundance Wealth Counselors 610.08%0.13%0.20%Q4 2020Q3 202310
Spotlight Asset Group, Inc. 820.00%0.12%0.20%Q4 2019Q3 202310
CITY NATIONAL BANK 10100.01%0.02%0.05%Q2 2013Q3 201510
PFG Advisors 10100.10%0.17%0.26%Q1 2021Q2 202310
Brick & Kyle, Associates 10100.02%0.02%0.04%Q4 2014Q1 201710
Covenant Partners, LLC 10100.13%0.25%0.43%Q2 2021Q3 202310
InTrack Investment Management Inc 510.16%0.65%1.15%Q4 2020Q4 202310
DUNCKER STREETT & CO INC 410.00%0.01%0.04%Q4 2017Q4 202210
Lion Street Advisors, LLC 910.04%0.13%0.18%Q1 2020Q3 202310
Nuveen Fund Advisors, LLC 10100.05%0.18%0.45%Q2 2016Q3 201810
RMR Wealth Builders 410.03%0.05%0.10%Q4 2019Q1 202310
EP Wealth Advisors, LLC 640.00%0.01%0.05%Q1 2021Q3 202310
West Branch Capital LLC 10100.07%0.08%0.09%Q2 2021Q3 202310
EVERMAY WEALTH MANAGEMENT LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
BOENNING & SCATTERGOOD, INC. 990.06%0.17%0.34%Q4 2020Q4 20229
Apollon Wealth Management, LLC 810.00%0.03%0.05%Q2 2020Q3 20239
Callahan Advisors, LLC 990.14%0.27%0.34%Q3 2021Q3 20239
Community Capital Management, LLC 880.01%1.69%2.73%Q4 2021Q3 20239
SPRENG CAPITAL MANAGEMENT, INC. 990.12%0.20%0.25%Q4 2019Q4 20219
ZEKE CAPITAL ADVISORS, LLC 990.05%0.08%0.11%Q4 2020Q4 20229
Castleview Partners, LLC 810.01%0.08%0.20%Q2 2021Q3 20239
ExodusPoint Capital Management, LP 510.00%0.01%0.02%Q2 2020Q2 20239
West Family Investments, Inc. 630.14%0.17%0.23%Q2 2021Q3 20239
Dynamic Technology Lab Private Ltd 210.06%0.13%0.49%Q2 2013Q4 20229
MANAGED ACCOUNT ADVISORS LLC 990.04%0.06%0.07%Q2 2013Q2 20159
Beutel, Goodman & Co Ltd. 810.00%0.01%0.03%Q3 2019Q3 20239
DRW Securities, LLC 440.00%0.01%0.01%Q3 2021Q3 20239
Investment Research & Advisory Group, Inc. 990.06%0.52%1.03%Q4 2019Q4 20219
Bell Rock Capital LLC 990.02%0.03%0.06%Q4 2016Q4 20189
Savant Capital, LLC 630.01%0.01%0.01%Q2 2021Q3 20239
Paradigm Financial Partners, LLC 990.49%0.68%0.86%Q4 2018Q4 20209
Texan Capital Management 710.08%0.25%0.36%Q2 2013Q1 20169
TEACHERS ADVISORS, LLC 990.00%0.00%0.01%Q3 2015Q3 20179
CANANDAIGUA NATIONAL CORP 990.05%0.06%0.09%Q4 2020Q4 20229
Surevest, LLC 540.01%0.19%0.46%Q4 2018Q3 20229
Allen Capital Group, LLC 630.18%0.35%0.51%Q2 2021Q3 20239
Camarda Financial Advisors, LLC 990.03%0.04%0.06%Q2 2017Q2 20199
STONNINGTON GROUP, LLC 990.08%0.13%0.21%Q1 2021Q1 20239
Insight Wealth Strategies, LLC 990.04%0.08%0.10%Q1 2019Q1 20219
Phocas Financial Corp. 720.03%0.04%0.04%Q1 2021Q3 20239
GREAT WEST LIFE ASSURANCE CO /CAN/ 990.00%0.00%0.00%Q2 2013Q2 20159
Williams Jones Wealth Management, LLC. 630.01%0.01%0.02%Q4 2020Q3 20239
Kozak & Associates, Inc. 990.01%0.01%0.01%Q3 2021Q3 20239
Perpetual Investment Management Ltd 990.04%0.29%0.44%Q4 2020Q4 20229
Concert Wealth Management Inc. 610.02%0.03%0.04%Q2 2013Q3 20169
Bayesian Capital Management, LP 210.05%0.13%0.35%Q1 2016Q3 20239
DELTA FINANCIAL ADVISORS LLC 990.09%0.14%0.17%Q3 2021Q3 20239
Columbus Macro, LLC 720.33%0.53%0.67%Q2 2021Q3 20239
BANCORPSOUTH INC 720.02%0.05%0.07%Q2 2014Q3 20169
BBVA USA Bancshares, Inc. 540.01%0.03%0.05%Q1 2017Q1 20219
Hirtle Callaghan & Co LLC 310.00%0.02%0.10%Q3 2013Q4 20229
CLEAR STREET MARKETS LLC 710.00%0.11%0.36%Q1 2014Q3 20239
Legacy Bridge, LLC 990.00%0.00%0.00%Q3 2021Q3 20239
Ridgewood Investments LLC 630.09%0.37%0.50%Q4 2016Q2 20239
Kingsview Wealth Management, LLC 630.01%0.02%0.02%Q2 2021Q3 20239
OneDigital Investment Advisors LLC 990.01%0.01%0.02%Q2 2017Q2 20199
AMERICAN NATIONAL BANK 990.00%0.01%0.03%Q3 2021Q3 20239
MARSHALL WACE, LLP 210.00%0.02%0.06%Q4 2015Q3 20239
FIRST NATIONAL TRUST CO 630.03%0.04%0.05%Q2 2015Q2 20189
TRUST CO OF OKLAHOMA 810.10%0.17%0.23%Q3 2014Q4 20169
Aries Wealth Management 410.09%0.12%0.14%Q2 2019Q3 20239
Bank of Marin 990.14%0.21%0.28%Q4 2019Q4 20219
Boit C F David 540.43%0.49%0.67%Q2 2021Q3 20239
CONFLUENCE INVESTMENT MANAGEMENT LLC 880.02%0.02%0.02%Q2 2018Q1 20208
BOSTON PRIVATE BANK & TRUST CO 880.27%0.29%0.31%Q2 2013Q1 20158
Wagner Wealth Management, LLC 420.00%0.00%0.01%Q2 2018Q3 20228
Allspring Global Investments Holdings, LLC 880.01%0.03%0.06%Q4 2021Q3 20238
MARYLAND CAPITAL ADVISORS INC. 880.02%0.02%0.02%Q4 2021Q3 20238
United American Securities Inc. (d/b/a UAS Asset Management) 610.11%1.32%2.05%Q2 2013Q4 20168
NorthCrest Asset Manangement, LLC 880.27%0.31%0.39%Q4 2021Q3 20238
DMC Group, LLC 880.52%0.64%0.76%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.03%0.04%0.07%Q4 2021Q3 20238
Alan B Lancz & Associates, Inc. 880.22%0.23%0.25%Q4 2021Q3 20238
Pine Haven Investment Counsel, Inc 880.24%0.29%0.33%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.02%0.02%0.03%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.02%0.04%0.06%Q4 2021Q3 20238
Tower View Wealth Management LLC 420.00%0.00%0.00%Q4 2020Q3 20238
Corient Capital Partners, LLC 880.02%0.03%0.04%Q4 2020Q3 20228
Kovack Advisors, Inc. 320.03%0.05%0.08%Q1 2019Q3 20238
New Capital Management LP 880.02%0.03%0.04%Q4 2016Q3 20188
Long Run Wealth Advisors, LLC 880.34%0.41%0.50%Q4 2021Q3 20238
Adams Chetwood Wealth Management LLC 880.16%0.20%0.24%Q4 2019Q3 20218
Hedges Asset Management LLC 880.76%1.05%1.39%Q4 2021Q3 20238
Perkins Coie Trust Co 880.00%0.00%0.00%Q2 2019Q1 20218
WoodTrust Financial Corp 880.06%0.06%0.07%Q4 2021Q3 20238
Western Pacific Wealth Management, LP 880.00%0.01%0.03%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.09%0.14%0.16%Q4 2021Q3 20238
Powell Investment Advisors, LLC 880.13%0.36%0.74%Q4 2019Q3 20218
Keene & Associates, Inc. 882.30%2.52%2.66%Q4 2021Q3 20238
Sandy Cove Advisors, LLC 880.49%0.66%0.80%Q4 2021Q3 20238
KENFARB & CO. 880.28%0.33%0.36%Q4 2021Q3 20238
Ranch Capital Advisors Inc. 880.04%0.15%0.21%Q4 2019Q3 20218
Crosspoint Capital Strategies, LLC 880.00%0.01%0.02%Q4 2013Q3 20158
Covestor Ltd 880.00%0.02%0.03%Q4 2021Q3 20238
Tevis Investment Management 881.87%2.68%3.37%Q4 2021Q3 20238
RETIREMENT GUYS FORMULA LLC 880.19%0.32%0.43%Q4 2021Q3 20238
Heritage Way Advisors, LLC 530.26%0.77%1.44%Q4 2016Q3 20198
Summit Trail Advisors, LLC 620.01%0.07%0.26%Q4 2017Q3 20238
Guardian Wealth Management, Inc. 880.86%1.10%1.26%Q4 2021Q3 20238
Cedar Mountain Advisors, LLC 880.00%0.00%0.00%Q3 2020Q2 20228
Powers Advisory Group, LLC 880.36%0.39%0.43%Q4 2021Q3 20238
City State Bank 880.00%0.00%0.01%Q4 2021Q3 20238
Angeles Investment Advisors, LLC 440.01%0.02%0.04%Q3 2021Q3 20238
JEPPSON WEALTH MANAGEMENT, LLC 710.09%0.24%0.30%Q3 2020Q3 20238
High Net Worth Advisory Group LLC 880.07%0.08%0.09%Q4 2021Q3 20238
Schrum Private Wealth Management LLC 880.34%0.37%0.42%Q4 2021Q3 20238
Barrett Asset Management, LLC 510.00%0.00%0.00%Q4 2015Q4 20218
HB Wealth Management, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
apricus wealth, LLC 881.40%2.41%3.07%Q4 2021Q3 20238
Virtu Financial LLC 210.01%0.05%0.08%Q2 2013Q4 20228
Americana Partners, LLC 880.05%0.12%0.20%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.44%0.62%0.78%Q4 2021Q3 20238
Dunvegan Associates, Inc. 880.01%0.02%0.04%Q1 2014Q4 20158
Liberty Mutual Group Asset Management Inc. 510.01%0.02%0.04%Q3 2014Q4 20178
EverSource Wealth Advisors, LLC 880.04%0.06%0.09%Q4 2021Q3 20238
UMB Bank, n.a. 880.02%0.02%0.02%Q4 2021Q3 20238
Pinnacle Wealth Management Advisory Group, LLC 530.03%0.04%0.07%Q2 2021Q3 20238
Autumn Glory Partners, LLC 880.50%1.23%2.01%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.02%0.03%Q4 2021Q3 20238
Nepsis Inc. 610.11%0.18%0.22%Q4 2015Q2 20188
ERTS Wealth Advisors, LLC 880.08%0.18%0.27%Q4 2018Q3 20208
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 880.27%0.48%0.70%Q1 2021Q4 20228
Claro Advisors LLC 510.06%0.15%0.21%Q4 2018Q3 20238
Private Wealth Partners, LLC 510.02%0.23%0.62%Q4 2013Q2 20238
Shorepoint Capital Partners LLC 440.08%0.62%1.21%Q1 2019Q3 20238
Core Alternative Capital 880.01%0.02%0.07%Q4 2021Q3 20238
JACOBS & CO/CA 880.47%0.62%0.70%Q4 2021Q3 20238
Circle Wealth Management, LLC 880.03%0.07%0.12%Q4 2020Q3 20228
ARVEST TRUST CO N A 880.06%0.12%0.18%Q4 2021Q3 20238
HBK INVESTMENTS L P 310.00%0.01%0.02%Q2 2013Q2 20168
Fiduciary Group LLC 530.02%0.05%0.07%Q4 2020Q3 20238
Sepio Capital, LP 440.02%0.02%0.02%Q1 2021Q3 20238
Perigon Wealth Management, LLC 410.01%0.02%0.07%Q4 2016Q3 20238
BLUESTEIN R H & CO LLC 880.03%0.03%0.04%Q4 2020Q3 20228
Aston Asset Management, LLC 880.64%0.80%0.98%Q3 2014Q2 20168
CADENCE BANK NA 880.09%0.20%0.34%Q3 2020Q2 20228
ARGENT TRUST Co 880.11%0.19%0.32%Q4 2014Q3 20168
Gary Goldberg Planning Services Inc 880.19%0.40%1.46%Q1 2013Q4 20148
FORVIS Wealth Advisors, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
ROOSEVELT INVESTMENT GROUP LLC 880.08%0.10%0.11%Q4 2020Q3 20228
Advocacy Wealth Management Services, LLC 880.00%0.00%0.01%Q4 2015Q3 20178
COWEN INC. 510.01%0.25%0.69%Q1 2017Q2 20198
OPTIMUM INVESTMENT ADVISORS 310.00%0.00%0.00%Q3 2013Q2 20228
BOK Financial Private Wealth, Inc. 880.00%0.02%0.03%Q4 2021Q3 20238
Paloma Partners Management Co 410.00%0.01%0.02%Q3 2015Q4 20218
Rossmore Private Capital 710.01%0.09%0.12%Q4 2017Q3 20218
CNB Bank 310.00%0.02%0.05%Q4 2018Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.05%0.08%0.10%Q2 2013Q1 20158
Arkadios Wealth Advisors 420.01%0.02%0.03%Q4 2019Q3 20238
Piscataqua Savings Bank 880.00%0.00%0.00%Q4 2021Q3 20238
GPS Wealth Strategies Group, LLC 530.00%0.03%0.09%Q4 2020Q3 20238
Redmond Asset Management, LLC 880.33%0.44%0.54%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Lantz Financial LLC 530.09%0.12%0.15%Q4 2020Q3 20238
KING INVESTMENT ADVISORS INC/TX 880.17%0.20%0.24%Q2 2013Q1 20158
FIRST COMMUNITY TRUST NA 880.01%0.02%0.02%Q4 2021Q3 20238
Ausdal Financial Partners, Inc. 710.02%0.07%0.08%Q4 2015Q3 20238
RS CRUM INC. 880.16%0.33%0.60%Q4 2021Q3 20238
Berkeley Capital Partners, LLC 880.09%0.49%0.64%Q4 2021Q3 20238
Keystone Financial Services 880.23%0.25%0.26%Q4 2021Q3 20238
Chicago Partners Investment Group LLC 620.00%0.01%0.06%Q3 2016Q3 20188
FourThought Financial, LLC 880.01%0.01%0.01%Q4 2020Q3 20228
Firestone Capital Management 880.01%0.02%0.02%Q4 2019Q3 20218
WESPAC Advisors, LLC 881.20%1.40%1.56%Q3 2013Q2 20158
Princeton Alpha Management LP 420.04%0.13%0.26%Q4 2013Q1 20168
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 881.58%2.38%3.06%Q4 2021Q3 20238
STOCK YARDS BANK & TRUST CO 620.01%0.03%0.04%Q1 2021Q3 20238
JCIC Asset Management Inc. 880.00%0.01%0.01%Q1 2015Q4 20168
RATIONAL ADVISORS LLC 710.00%0.02%0.12%Q2 2013Q3 20238
Malaga Cove Capital, LLC 880.12%0.19%0.22%Q4 2021Q3 20238
Kemnay Advisory Services Inc. 881.62%2.56%5.02%Q4 2020Q3 20228
Five Oceans Advisors 880.20%0.34%0.47%Q4 2021Q3 20238
Twelve Points Wealth Management LLC 880.24%0.39%0.65%Q4 2021Q3 20238
Bank of Kentucky, Inc. 880.00%0.00%0.00%Q2 2013Q1 20158
Riverwater Partners LLC 710.29%0.38%0.45%Q4 2021Q4 20238
Cascade Investment Advisors, Inc. 710.01%0.01%0.02%Q4 2020Q1 20238
Bell Investment Advisors, Inc 620.00%0.00%0.01%Q3 2021Q3 20238
Sensato Investors LLC 880.10%1.50%4.01%Q4 2017Q3 20198
Crewe Advisors LLC 420.00%0.01%0.01%Q3 2020Q3 20238
NEW ENGLAND SECURITIES CORP /MA/ 770.00%0.01%0.01%Q2 2013Q4 20147
PREMIER ASSET MANAGEMENT LLC 770.23%0.26%0.28%Q4 2016Q2 20187
Capital Investment Counsel, Inc 770.09%0.18%0.25%Q1 2022Q3 20237
Edge Advisors, LLC 770.56%0.70%0.92%Q4 2016Q2 20187
ROYCE & ASSOCIATES LP 770.01%0.03%0.03%Q1 2022Q3 20237
Ionic Capital Management LLC 310.01%0.67%2.91%Q4 2014Q1 20237
First Trust Bank, Ltd. 777.04%8.22%10.31%Q1 2021Q3 20227
J.W. COLE ADVISORS, INC. 520.02%0.02%0.02%Q4 2020Q1 20237
Ameritas Investment Company, LLC 310.01%0.01%0.02%Q1 2019Q3 20217
Stonehage Fleming Financial Services Holdings Ltd 520.00%0.01%0.03%Q1 2020Q2 20227
Sierra Capital LLC 610.00%0.03%0.04%Q1 2021Q4 20227
PFG Private Wealth Management, LLC 770.02%0.06%0.07%Q1 2022Q3 20237
Pacifica Partners Inc. 410.01%0.63%0.97%Q4 2019Q4 20237
Savior LLC 770.01%0.01%0.01%Q4 2019Q2 20217
Choate Investment Advisors 610.01%0.03%0.04%Q4 2020Q3 20237
Lebenthal Holdings,LLC 770.11%0.16%0.20%Q4 2014Q2 20167
Lee Financial Co 410.00%0.00%0.00%Q1 2018Q3 20237
Vident Investment Advisory, LLC 770.01%0.02%0.04%Q4 2021Q2 20237
NICHOLAS COMPANY, INC. 430.00%0.10%0.20%Q2 2013Q3 20237
Integrated Wealth Management 770.04%0.04%0.05%Q1 2015Q3 20167
APPLETON PARTNERS INC/MA 610.04%0.13%0.17%Q3 2015Q2 20177
CENTAURUS FINANCIAL, INC. 610.00%0.02%0.03%Q2 2018Q3 20237
FormulaFolio Investments, LLC 610.00%0.01%0.01%Q1 2019Q4 20207
TIEMANN INVESTMENT ADVISORS, LLC 770.09%0.12%0.16%Q4 2020Q2 20227
Peloton Wealth Strategists 770.32%0.67%0.88%Q2 2020Q4 20217
Camelot Portfolios, LLC 410.09%0.29%0.42%Q4 2013Q4 20217
WESBANCO BANK INC 410.01%0.01%0.02%Q4 2014Q1 20237
M Holdings Securities, Inc. 510.01%0.02%0.02%Q3 2014Q1 20237
WASHINGTON TRUST BANK 430.00%0.00%0.01%Q1 2014Q1 20167
FIRST NATIONAL BANK SIOUX FALLS 770.04%0.04%0.05%Q1 2015Q3 20167
Integrated Advisors Network LLC 320.01%0.02%0.04%Q1 2020Q3 20237
Klingman & Associates, LLC 770.01%0.01%0.02%Q1 2015Q3 20167
COUNTRY CLUB BANK /GFN 770.03%0.03%0.04%Q1 2022Q3 20237
PHILADELPHIA TRUST CO 770.77%0.94%1.15%Q1 2022Q3 20237
KEATING INVESTMENT COUNSELORS INC 771.11%2.07%2.52%Q1 2022Q3 20237
Capital Wealth Planning, LLC 430.01%0.01%0.02%Q2 2019Q3 20237
DUPONT CAPITAL MANAGEMENT CORP 770.03%0.03%0.06%Q2 2013Q4 20147
Arbor Wealth Management, LLC 310.01%0.12%0.21%Q4 2015Q2 20197
WOODMONT INVESTMENT COUNSEL LLC 770.04%0.08%0.12%Q1 2022Q3 20237
Clarkston Capital Partners, LLC 770.04%0.05%0.07%Q1 2015Q3 20167
Thomasville National Bank 770.17%0.24%0.27%Q1 2022Q3 20237
Private Ocean, LLC 310.00%0.00%0.00%Q1 2021Q3 20237
Catalyst Capital Advisors LLC 610.01%0.02%0.04%Q4 2014Q3 20237
ARGUS INVESTORS' COUNSEL, INC. 770.95%1.28%1.65%Q4 2020Q2 20227
Harbour Capital Advisors, LLC 410.02%0.08%0.12%Q1 2017Q2 20217
EQUITY INVESTMENT CORP 772.02%2.26%2.43%Q1 2022Q3 20237
CGOV Asset Management 771.97%2.41%2.80%Q3 2016Q1 20187
Knights of Columbus Asset Advisors LLC 770.02%0.03%0.03%Q1 2022Q3 20237
HAZLETT, BURT & WATSON, INC. 770.20%0.24%0.27%Q1 2022Q3 20237
Geneva Advisors, LLC 770.01%0.01%0.01%Q2 2013Q4 20147
B. Riley Wealth Management, Inc. 410.01%0.04%0.15%Q1 2015Q2 20227
NVWM, LLC 210.01%0.03%0.06%Q4 2017Q4 20207
Three Bridge Wealth Advisors, LLC 770.39%0.64%0.74%Q1 2022Q3 20237
Northwest Quadrant Wealth Management, LLC 770.06%0.09%0.14%Q4 2020Q2 20227
CHASE INVESTMENT COUNSEL CORP 520.14%0.17%0.18%Q1 2021Q3 20237
Fortitude Advisory Group L.L.C. 430.09%0.16%0.20%Q4 2021Q3 20237
Atria Wealth Solutions, Inc. 770.03%0.05%0.06%Q1 2022Q3 20237
Dakota Wealth Management 770.13%0.21%0.26%Q1 2022Q3 20237
New England Research & Management, Inc. 770.49%1.05%1.57%Q4 2013Q2 20157
Global Financial Private Capital, Inc 520.00%0.08%0.31%Q3 2017Q2 20207
FirstPurpose Wealth LLC 610.14%0.17%0.21%Q4 2021Q3 20237
AUA CAPITAL MANAGEMENT, LLC 770.54%0.69%0.79%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.05%0.08%0.10%Q4 2021Q3 20237
Raleigh Capital Management Inc. 770.00%0.54%0.75%Q1 2022Q3 20237
Parisi Gray Wealth Management 610.00%0.01%0.01%Q4 2017Q2 20217
Chemistry Wealth Management LLC 770.19%0.24%0.29%Q1 2022Q3 20237
WEDGE CAPITAL MANAGEMENT L L P/NC 770.33%0.41%0.59%Q4 2020Q2 20227
STANSBERRY ASSET MANAGEMENT, LLC 770.61%0.89%1.09%Q1 2022Q3 20237
Scott & Selber, Inc. 770.36%0.41%0.44%Q1 2022Q3 20237
Ameritas Advisory Services, LLC 610.02%0.02%0.03%Q4 2021Q3 20237
Salient Capital Advisors, LLC 770.01%0.02%0.02%Q4 2015Q2 20177
REUTER JAMES WEALTH MANAGEMENT, LLC 610.31%0.45%0.83%Q4 2021Q3 20237
Foresight Wealth Management, LLC 770.01%0.08%0.14%Q1 2021Q3 20227
TIEDEMANN ADVISORS, LLC 310.01%0.03%0.05%Q1 2017Q3 20237
Providence Capital Advisors, LLC 770.00%0.46%0.69%Q4 2020Q2 20227
Wescott Financial Advisory Group, LLC 770.10%0.12%0.14%Q1 2022Q3 20237
NewEdge Wealth, LLC 770.02%0.02%0.05%Q1 2022Q3 20237
Placemark Investments, Inc. 770.08%0.12%0.19%Q2 2013Q4 20147
CEERA INVESTMENTS, LLC 770.48%0.89%1.14%Q1 2022Q3 20237
KELLY LAWRENCE W & ASSOCIATES INC/CA 770.01%0.02%0.03%Q3 2015Q1 20177
WCG Wealth Advisors LLC 660.02%0.21%0.32%Q2 2022Q3 20237
CX Institutional 410.00%0.01%0.02%Q2 2019Q2 20227
BRR OpCo, LLC 770.02%0.03%0.04%Q4 2020Q2 20227
BUTENSKY & COHEN FINANCIAL SECURITY, INC 771.02%1.65%1.85%Q1 2022Q3 20237
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 520.00%0.05%0.11%Q2 2014Q4 20187
Private Advisory Group LLC 771.62%1.96%2.23%Q1 2022Q3 20237
Legacy Wealth Asset Management, LLC 610.18%0.30%0.80%Q4 2020Q3 20227
Landmark Bank 770.08%0.21%0.25%Q2 2018Q4 20197
Marshall Wace North America L.P. 210.00%0.01%0.04%Q1 2017Q4 20207
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 610.05%0.08%0.13%Q2 2018Q4 20217
CoreFirst Bank & Trust 610.01%0.02%0.03%Q4 2020Q3 20237
Golden State Equity Partners 310.04%0.18%0.30%Q1 2021Q3 20237
Mach-1 Financial Group, LLC 430.01%0.01%0.01%Q4 2020Q3 20227
Tradition Wealth Management, LLC 770.00%0.01%0.02%Q1 2022Q3 20237
Private Harbour Investment Management & Counsel, LLC 771.40%1.76%1.89%Q1 2022Q3 20237
Clear Perspectives Financial Planning, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
Graves Light Lenhart Wealth, Inc. 770.01%0.02%0.03%Q4 2020Q2 20227
GoalVest Advisory LLC 770.38%0.51%0.67%Q2 2022Q4 20237
HighVista Strategies LLC 610.24%0.29%0.34%Q1 2014Q4 20167
SHAPIRO ROBERT N 770.02%0.19%0.32%Q2 2013Q4 20147
CHIRON CAPITAL MANAGEMENT, LLC 770.26%0.50%0.96%Q1 2022Q3 20237
Galibier Capital Management Ltd. 770.10%0.17%0.30%Q1 2020Q3 20217
Susquehanna International Securities, Ltd. 610.07%0.31%0.59%Q1 2019Q2 20237
Rockbridge Investment Management, LCC 770.00%0.03%0.05%Q2 2020Q4 20217
Gladstone Institutional Advisory LLC 770.02%0.02%0.02%Q1 2022Q3 20237
CKW FINANCIAL GROUP 770.00%0.01%0.02%Q4 2013Q2 20157
Cedar Brook Financial Partners, LLC 510.05%0.07%0.08%Q2 2021Q3 20237
Vise Technologies, Inc. 770.11%0.19%0.22%Q1 2022Q3 20237
Charter Oak Capital Management, LLC 770.00%0.01%0.01%Q4 2020Q2 20227
USA FINANCIAL FORMULAS 430.00%0.00%0.00%Q2 2020Q3 20237
HERON FINANCIAL GROUP, LLC 520.11%0.14%0.18%Q4 2020Q2 20237
Bay Harbor Wealth Management, LLC 770.00%0.05%0.10%Q1 2020Q3 20217
State of Wyoming 660.00%0.00%0.01%Q1 2021Q2 20226
Diversified Trust Co 510.01%0.03%0.04%Q4 2021Q4 20236
Destiny Wealth Partners, LLC 310.00%0.00%0.01%Q4 2020Q4 20226
CIBC WORLD MARKETS CORP 420.01%0.03%0.07%Q3 2016Q3 20186
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 420.00%0.02%0.04%Q2 2016Q3 20236
Mork Capital Management, LLC 510.48%0.79%0.99%Q4 2014Q4 20176
KING LUTHER CAPITAL MANAGEMENT CORP 660.00%0.00%0.00%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.01%0.01%Q2 2022Q3 20236
Hamlin Capital Management, LLC 661.94%3.57%3.98%Q2 2022Q3 20236
TELEMUS CAPITAL, LLC 510.00%0.04%0.06%Q4 2017Q4 20216
Alpine Global Management, LLC 510.13%0.95%1.49%Q1 2017Q4 20186
ALBION FINANCIAL GROUP /UT 510.00%0.00%0.00%Q4 2020Q2 20226
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 660.02%0.15%0.21%Q2 2022Q3 20236
MILES CAPITAL, INC. 660.13%0.16%0.20%Q3 2016Q4 20176
HABERER REGISTERED INVESTMENT ADVISOR INC 660.00%0.01%0.02%Q2 2013Q3 20146
Bison Wealth, LLC 330.10%0.13%0.21%Q2 2019Q1 20216
Walleye Capital LLC 330.00%0.01%0.02%Q1 2023Q3 20236
COMMUNITY BANK SYSTEM, INC. 660.00%0.00%0.00%Q2 2013Q3 20146
Schonfeld Strategic Advisors LLC 210.01%0.02%0.05%Q4 2019Q4 20226
Alera Investment Advisors, LLC 420.01%0.03%0.05%Q4 2018Q3 20236
QUEST CAPITAL MANAGEMENT INC /ADV 660.06%0.14%0.17%Q3 2020Q4 20216
XML Financial, LLC 510.04%1.00%1.23%Q1 2022Q3 20236
MANAGED ASSET PORTFOLIOS, LLC 660.47%1.17%1.53%Q2 2022Q3 20236
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
Quinn Opportunity Partners LLC 660.04%0.08%0.13%Q2 2022Q3 20236
Laird Norton Wetherby Trust Company, LLC 660.04%0.06%0.07%Q4 2020Q1 20226
FOUNDERS BANK & TRUST 660.05%0.23%0.32%Q3 2013Q4 20146
CSS LLC/IL 410.02%0.09%0.18%Q4 2017Q2 20206
HERITAGE WEALTH MANAGEMENT, LLC 420.02%0.07%0.16%Q2 2021Q4 20226
Trexquant Investment LP 210.04%0.06%0.12%Q3 2015Q4 20216
Naviter Wealth, LLC 660.38%0.46%0.54%Q2 2022Q3 20236
WOLFF WIESE MAGANA LLC 660.01%0.01%0.02%Q4 2020Q1 20226
ADVOCATE GROUP LLC 661.53%1.88%2.07%Q2 2022Q3 20236
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 420.02%0.03%0.03%Q4 2020Q3 20236
ELLINGTON MANAGEMENT GROUP LLC 210.03%0.08%0.20%Q4 2016Q1 20206
Sara-Bay Financial 660.17%0.20%0.24%Q2 2020Q3 20216
Simmons Bank 660.02%0.03%0.03%Q1 2018Q2 20196
Bank of New Hampshire 660.00%0.00%0.00%Q2 2022Q3 20236
Lineweaver Wealth Advisors, LLC 660.09%0.41%0.79%Q2 2022Q3 20236
Beaumont Asset Management, L.L.C. 660.32%0.36%0.40%Q2 2022Q3 20236
Ninety One UK Ltd 660.00%0.00%0.00%Q2 2020Q3 20216
Bremer Bank National Association 510.02%0.04%0.06%Q1 2019Q4 20216
TUCKER ASSET MANAGEMENT LLC 330.00%0.01%0.01%Q4 2020Q1 20236
Stifel Trust Company, N.A. 660.03%0.04%0.04%Q2 2013Q3 20146
HBW ADVISORY SERVICES LLC 660.22%0.28%0.43%Q2 2022Q3 20236
Y-Intercept (Hong Kong) Ltd 210.06%0.37%0.63%Q1 2021Q1 20236
Bluefin Trading, LLC 420.07%0.24%0.55%Q2 2016Q4 20176
INTREPID CAPITAL MANAGEMENT INC /DE/ 661.34%1.60%2.03%Q2 2013Q3 20146
MMBG INVESTMENT ADVISORS CO. 660.03%0.03%0.04%Q4 2021Q1 20236
Curated Wealth Partners LLC 660.10%0.18%0.25%Q4 2020Q1 20226
Godshalk Welsh Capital Management, Inc. 660.16%0.40%0.53%Q2 2022Q3 20236
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 410.00%0.18%0.29%Q4 2020Q1 20236
FOX RUN MANAGEMENT, L.L.C. 110.12%0.29%0.45%Q4 2015Q1 20236
SYSTEMATIC FINANCIAL MANAGEMENT LP 660.01%0.01%0.01%Q3 2014Q4 20156
Barry Investment Advisors, LLC 662.08%2.79%3.53%Q2 2022Q3 20236
Allred Capital Management, LLC 410.04%0.11%0.14%Q1 2019Q1 20216
MATHER GROUP, LLC. 510.01%0.01%0.01%Q4 2021Q3 20236
Silver Lake Advisory, LLC 660.37%0.49%0.64%Q4 2020Q1 20226
BlackRock Fund Advisors 660.00%0.00%0.00%Q2 2013Q3 20146
Cyrus J. Lawrence, LLC 660.00%0.01%0.02%Q1 2022Q2 20236
HENGEHOLD CAPITAL MANAGEMENT LLC 660.51%0.54%0.58%Q3 2013Q4 20146
Connor, Clark & Lunn Investment Management Ltd. 310.00%0.01%0.03%Q2 2017Q1 20236
FORTEM FINANCIAL GROUP, LLC 660.29%0.45%0.60%Q4 2020Q1 20226
Quad-Cities Investment Group, LLC 660.10%0.11%0.11%Q2 2018Q3 20196
TrinityPoint Wealth, LLC 660.23%0.26%0.30%Q3 2019Q4 20206
Wellesley Investment Partners, LLC 310.07%0.08%0.09%Q2 2017Q1 20196
Coston, McIsaac & Partners 661.44%1.59%1.69%Q2 2022Q3 20236
Madison Asset Management, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
ICICI Prudential Asset Management Co Ltd 665.34%8.22%10.18%Q3 2021Q4 20226
Aquatic Capital Management LLC 330.01%0.13%0.22%Q4 2021Q2 20236
ADVANTAGE INVESTMENT MANAGEMENT, LLC 660.00%0.00%0.01%Q4 2014Q1 20166
Permit Capital, LLC 660.10%0.17%0.24%Q4 2020Q1 20226
Claybrook Capital, LLC 510.00%0.19%0.72%Q4 2017Q2 20216
MOODY LYNN & LIEBERSON, LLC 510.02%0.02%0.03%Q2 2020Q4 20216
Solidarity Wealth, LLC 330.12%0.17%0.22%Q1 2022Q3 20236
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 310.00%0.01%0.03%Q2 2013Q2 20216
Alberta Investment Management Corp 660.01%0.07%0.10%Q4 2016Q1 20186
McAdams Wright Ragen, Inc. 660.22%0.24%0.28%Q2 2013Q3 20146
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
BALYASNY ASSET MANAGEMENT L.P. 210.00%0.03%0.08%Q1 2017Q2 20236
Tidal Investments LLC 660.01%0.02%0.02%Q2 2022Q3 20236
Stonegate Investment Group, LLC 660.01%0.03%0.03%Q4 2021Q1 20236
Nine Chapters Capital Management LLC 210.03%0.29%0.79%Q2 2013Q4 20166
Van Leeuwen & Company, LLC 660.60%1.27%1.56%Q2 2022Q3 20236
Pendal Group Ltd 660.01%2.30%4.39%Q3 2021Q4 20226
Squar Milner Financial Services LLC 510.00%0.10%0.26%Q2 2018Q2 20206
COTTONWOOD CAPITAL ADVISORS, LLC 410.18%0.21%0.26%Q4 2021Q3 20236
Yorktown Management & Research Co Inc 660.08%0.11%0.13%Q4 2016Q1 20186
COMPTON CAPITAL MANAGEMENT INC /RI 660.11%0.20%0.25%Q4 2020Q1 20226
IFG Advisory, LLC 510.02%0.04%0.05%Q2 2019Q3 20236
LEVEL FOUR ADVISORY SERVICES, LLC 510.03%0.06%0.08%Q4 2016Q3 20236
Community Bank, N.A. 510.00%0.00%0.00%Q4 2014Q3 20226
Azimuth Capital Management LLC 410.02%0.11%0.18%Q2 2016Q3 20216
IEQ CAPITAL, LLC 660.01%0.01%0.01%Q2 2022Q3 20236
Weaver C. Barksdale & Associates, Inc. 661.68%1.91%2.11%Q2 2022Q3 20236
Pinnacle Summer Investments, Inc. 660.00%0.00%0.01%Q3 2014Q4 20156
GREYSTONE INVESTMENT MANAGEMENT LLC 661.60%1.68%1.76%Q2 2013Q3 20146
Truvestments Capital LLC 510.02%0.03%0.04%Q3 2018Q1 20216
Santa Fe Partners LLC 510.04%0.15%0.34%Q2 2013Q2 20156
Compass Wealth Management LLC 550.03%0.05%0.05%Q4 2022Q4 20235
Thomas J. Herzfeld Advisors, Inc. 550.00%0.01%0.02%Q4 2020Q4 20215
GRATRY & Co LLC 411.47%2.25%2.73%Q2 2013Q1 20185
FIRST HORIZON CORP 410.01%0.01%0.02%Q2 2013Q2 20215
NORTHROAD CAPITAL MANAGEMENT LLC 552.20%2.30%2.47%Q2 2013Q2 20145
MASON STREET ADVISORS, LLC 550.02%0.03%0.03%Q4 2013Q4 20145
FIRST MERCHANTS CORP 550.03%0.04%0.05%Q1 2020Q1 20215
OGOREK ANTHONY JOSEPH /NY/ /ADV 550.00%0.01%0.01%Q4 2020Q4 20215
MONEY CONCEPTS CAPITAL CORP 550.01%0.05%0.07%Q1 2022Q1 20235
Champlain Investment Partners, LLC 410.00%0.00%0.00%Q1 2016Q2 20225
WESTWOOD HOLDINGS GROUP INC 410.00%0.07%0.10%Q1 2016Q4 20195
BERKLEY W R CORP 550.28%0.33%0.37%Q1 2017Q1 20185
Crescent Capital Consulting, LLC 550.02%0.03%0.03%Q4 2020Q4 20215
MONETARY MANAGEMENT GROUP INC 320.00%0.00%0.00%Q3 2021Q2 20235
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 550.25%0.32%0.37%Q3 2022Q3 20235
HALL CAPITAL MANAGEMENT CO INC 410.13%0.25%0.41%Q4 2020Q1 20225
Sageworth Trust Co 410.00%0.01%0.02%Q1 2021Q4 20225
PARK NATIONAL CORP /OH/ 210.01%0.01%0.01%Q1 2018Q1 20235
Resource Management, LLC 550.40%0.52%0.66%Q4 2020Q4 20215
Colonial Trust Advisors 550.03%0.03%0.03%Q3 2022Q3 20235
HARTFORD INVESTMENT MANAGEMENT CO 550.01%0.02%0.02%Q3 2022Q3 20235
Cowen Investment Management LLC 550.14%1.23%4.04%Q2 2020Q2 20215
MONETA GROUP INVESTMENT ADVISORS LLC 210.00%0.01%0.01%Q3 2015Q2 20235
HRT FINANCIAL LP 210.00%0.05%0.14%Q2 2016Q3 20235
ALERUS FINANCIAL NA 550.49%0.78%1.09%Q3 2022Q3 20235
Saddle Road Partners, LLC 550.35%0.81%2.58%Q4 2015Q4 20165
Li Winifred I 550.39%0.49%0.52%Q4 2013Q4 20145
SPOT TRADING L.L.C. 220.00%0.00%0.01%Q2 2017Q3 20175
Mirador Capital Partners LP 550.95%1.03%1.14%Q4 2020Q4 20215
BB&T INVESTMENT SERVICES, INC. 550.08%0.15%0.32%Q4 2016Q4 20175
Freedom Day Solutions, LLC 550.26%0.45%0.67%Q4 2020Q4 20215
BLACKROCK ADVISORS LLC 410.00%0.02%0.02%Q2 2013Q4 20165
Asio Capital, LLC 550.02%0.65%0.96%Q4 2019Q4 20205
STEWART & PATTEN CO LLC 550.04%0.05%0.06%Q4 2020Q4 20215
BlackRock Japan Co. Ltd 410.00%0.01%0.01%Q3 2014Q1 20165
FNY Investment Advisers, LLC 210.01%0.27%0.61%Q4 2020Q1 20235
ANCORA FAMILY WEALTH ADVISORS, LLC 550.48%0.52%0.56%Q3 2015Q3 20165
JACKSON SQUARE CAPITAL, LLC 550.01%0.02%0.08%Q4 2019Q4 20205
Thrive Capital Management, LLC 550.15%0.18%0.20%Q3 2022Q3 20235
DnB Asset Management AS 550.00%0.01%0.01%Q4 2020Q4 20215
MITCHELL CAPITAL MANAGEMENT CO 550.12%0.14%0.15%Q4 2020Q4 20215
Moreno Evelyn V 210.05%0.08%0.17%Q1 2022Q3 20235
Penserra Capital Management LLC 550.00%0.01%0.01%Q3 2022Q3 20235
Western Wealth Management, LLC 410.01%0.02%0.03%Q2 2021Q3 20225
BARRETT & COMPANY, INC. 550.01%0.01%0.02%Q3 2022Q3 20235
Annandale Capital, LLC 550.09%0.12%0.18%Q2 2021Q2 20225
OneAscent Wealth Management LLC 320.10%0.27%0.85%Q4 2020Q2 20225
FSB PREMIER WEALTH MANAGEMENT, INC. 410.06%0.11%0.13%Q4 2021Q3 20235
KMS FINANCIAL SERVICES, INC 550.06%0.12%0.16%Q3 2013Q3 20145
MCKINLEY CAPITAL MANAGEMENT LLC 410.00%0.02%0.04%Q1 2016Q4 20205
Annapolis Financial Services, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Argent Advisors, Inc. 310.01%0.12%0.17%Q4 2019Q4 20215
Sargent Bickham Lagudis LLC 410.00%0.00%0.00%Q3 2016Q3 20215
Campbell & CO Investment Adviser LLC 320.08%0.56%1.60%Q3 2015Q1 20235
Principal Street Partners, LLC 550.09%0.11%0.15%Q3 2022Q3 20235
CAPE COD FIVE CENTS SAVINGS BANK 550.03%0.04%0.05%Q4 2020Q4 20215
Gupta Wealth Management LLC 550.24%0.32%0.44%Q1 2015Q1 20165
Financial Network Wealth Management LLC 550.14%0.26%0.40%Q4 2020Q4 20215
TRADITION ASSET MANAGEMENT LLC 550.86%1.18%1.52%Q2 2019Q2 20205
Aurora Private Wealth, Inc. 410.06%0.19%0.28%Q2 2022Q3 20235
Blackhawk Capital Partners LLC. 320.12%0.15%0.19%Q4 2017Q1 20215
Mengis Capital Management, Inc. 550.06%0.07%0.07%Q3 2022Q3 20235
Center for Financial Planning, Inc. 410.00%0.00%0.00%Q4 2019Q1 20215
Kore Private Wealth LLC 310.00%0.02%0.03%Q1 2019Q3 20215
UNITED STATES STEEL & CARNEGIE PENSION FUND 411.70%2.36%2.86%Q4 2015Q3 20175
Jump Financial, LLC 320.01%0.11%0.39%Q3 2020Q2 20235
Osborn Williams & Donohoe LLC 550.13%0.14%0.16%Q1 2019Q1 20205
HighPoint Advisor Group LLC 410.03%0.03%0.04%Q4 2020Q2 20225
BRANDYWINE OAK PRIVATE WEALTH LLC 410.00%0.02%0.03%Q4 2018Q1 20225
Red Spruce Capital, LLC 550.68%0.79%0.94%Q4 2020Q4 20215
WILMINGTON TRUST CO 550.09%0.11%0.14%Q2 2013Q2 20145
BLB&B Advisors, LLC 550.03%0.04%0.05%Q4 2020Q4 20215
FLC Capital Advisors 550.15%0.21%0.23%Q2 2022Q2 20235
MCIA Inc 320.02%0.13%0.30%Q2 2017Q1 20215
SYMPHONY ASSET MANAGEMENT LLC 410.05%0.07%0.09%Q4 2013Q4 20155
Cladis Investment Advisory, LLC 550.26%0.31%0.36%Q3 2022Q3 20235
Heritage Trust Co 410.00%0.03%0.05%Q3 2017Q3 20215
Miramar Capital, LLC 551.82%2.84%3.62%Q2 2019Q2 20205
GREENUP STREET WEALTH MANAGEMENT LLC 550.41%0.49%0.63%Q4 2021Q4 20225
ICA Group Wealth Management, LLC 550.00%0.11%0.15%Q2 2022Q2 20235
Carolina Wealth Advisors, LLC 410.00%0.00%0.01%Q3 2020Q2 20225
Zullo Investment Group, Inc. 550.02%0.03%0.04%Q4 2021Q4 20225
Wilmington Trust, National Association 550.43%0.46%0.49%Q2 2013Q2 20145
DRIVE WEALTH MANAGEMENT, LLC 550.18%0.22%0.31%Q3 2022Q3 20235
MD Financial Management Inc. 550.00%0.01%0.06%Q4 2020Q4 20215
Welch Investments, LLC 552.96%3.26%3.52%Q4 2016Q4 20175
Perennial Advisors, LLC 550.35%0.59%0.74%Q4 2020Q4 20215
Cassady Schiller Wealth Management, LLC 410.05%0.06%0.07%Q4 2021Q3 20235
ADVISOR PARTNERS II, LLC 550.08%0.09%0.10%Q3 2022Q3 20235
Coho Partners, Ltd. 552.08%2.52%3.00%Q4 2020Q4 20215
Colonial Trust Co / SC 550.04%0.06%0.10%Q3 2022Q3 20235
Harrison & Co Wealth Management, LLC 550.65%0.74%0.80%Q4 2021Q4 20225
BLUE SQUARE ASSET MANAGEMENT, LLC 550.47%0.53%0.60%Q4 2020Q4 20215
Blue Granite Capital, LLC 550.31%0.75%1.53%Q4 2016Q4 20175
Cadence Bank 550.05%0.06%0.07%Q3 2022Q3 20235
Bridgefront Capital, LLC 210.11%0.23%0.38%Q2 2021Q3 20234
Arvest Bank Trust Division 440.03%0.05%0.06%Q4 2020Q3 20214
D. SCOTT NEAL, INC. 440.00%0.00%0.00%Q4 2015Q3 20164
Maven Securities LTD 442.53%4.67%7.05%Q1 2017Q4 20174
Koshinski Asset Management, Inc. 310.01%0.03%0.07%Q4 2017Q1 20224
Harvest Investment Services, LLC 440.13%0.16%0.20%Q4 2018Q3 20194
Lebenthal Asset Management, LLC 440.11%0.12%0.13%Q2 2016Q1 20174
Horan Capital Advisors, LLC. 310.02%0.09%0.13%Q3 2017Q2 20214
Sendero Wealth Management, LLC 440.10%0.28%0.51%Q4 2021Q3 20224
LMR Partners LLP 310.02%1.24%4.38%Q3 2017Q3 20234
UNITED SERVICES AUTOMOBILE ASSOCIATION 440.01%0.01%0.02%Q1 2014Q4 20144
Waverly Advisors, LLC 220.00%0.00%0.00%Q3 2013Q3 20154
Cornerstone Wealth Management, LLC 210.01%0.02%0.04%Q2 2018Q3 20234
HoyleCohen, LLC 440.02%0.02%0.02%Q1 2022Q4 20224
Carnick & Kubik, LLC 440.52%0.58%0.66%Q4 2013Q3 20144
Transform Wealth, LLC 220.09%0.30%0.55%Q2 2016Q3 20234
Windsor Capital Management, LLC 310.01%0.02%0.02%Q2 2013Q3 20154
GQG Partners LLC 210.03%0.42%0.97%Q4 2020Q4 20224
Ahrens Investment Partners LLC 310.00%0.01%0.01%Q4 2021Q1 20234
NuWave Investment Management, LLC 220.01%0.25%0.62%Q4 2020Q4 20214
Lombard Odier Asset Management (Switzerland) SA 310.03%0.10%0.23%Q2 2015Q4 20174
PenderFund Capital Management Ltd. 440.08%0.09%0.12%Q4 2017Q3 20184
IBERIABANK CORP 210.02%0.12%0.17%Q2 2013Q2 20194
Partnervest Advisory Services LLC 440.02%0.02%0.02%Q3 2013Q2 20144
Quantamental Technologies LLC 210.08%0.44%0.75%Q3 2019Q4 20224
Csenge Advisory Group 310.03%0.04%0.06%Q3 2019Q4 20204
WEALTHFRONT Corp 210.00%0.00%0.00%Q2 2014Q3 20154
Sawyer & Company, Inc 440.01%0.01%0.01%Q4 2017Q3 20184
SFMG, LLC 310.02%0.06%0.18%Q4 2014Q2 20224
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.00%Q1 2010Q3 20234
Gryphon Financial Partners LLC 310.02%0.04%0.06%Q4 2017Q4 20184
DFPG INVESTMENTS, LLC 440.04%0.05%0.07%Q4 2022Q3 20234
Clarus Wealth Advisors 440.00%0.00%0.01%Q3 2018Q2 20194
Poehling Capital Management, INC. 220.03%0.29%0.57%Q1 2018Q1 20234
Altman Advisors, Inc. 110.82%1.25%1.67%Q1 2020Q3 20234
Petrus Trust Company, LTA 440.60%0.66%0.72%Q4 2020Q3 20214
NUANCE INVESTMENTS, LLC 440.01%0.02%0.03%Q3 2022Q2 20234
Altium Wealth Management LLC 310.03%0.04%0.06%Q4 2020Q2 20224
GABLES CAPITAL MANAGEMENT INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Distillate Capital Partners LLC 440.05%0.06%0.09%Q4 2021Q3 20224
AIGEN INVESTMENT MANAGEMENT, LP 210.06%0.18%0.41%Q1 2020Q1 20224
Cox Capital Mgt LLC 310.00%1.26%1.91%Q1 2020Q2 20214
Next Capital Management LLC 440.05%0.07%0.11%Q4 2018Q3 20194
Nachman Norwood & Parrott, Inc 440.01%0.02%0.03%Q3 2020Q2 20214
Reitz Capital Advisors LLC 440.38%0.44%0.49%Q2 2022Q1 20234
Financial & Tax Architects, LLC 440.12%0.13%0.14%Q3 2021Q2 20224
Quantinno Capital Management LP 440.06%0.06%0.07%Q4 2022Q3 20234
BENJAMIN EDWARDS INC 440.01%0.03%0.05%Q1 2020Q4 20204
Landsberg, Bennett, & Dubbaneh LLC 440.26%0.41%0.63%Q4 2020Q3 20214
Hoover Financial Advisors, Inc. 310.01%0.01%0.01%Q2 2020Q2 20214
Opes Wealth Management LLC 220.06%0.07%0.07%Q3 2021Q1 20234
PALLADIUM PARTNERS LLC 210.00%0.00%0.01%Q2 2013Q3 20184
Strategic Financial Services, Inc, 440.43%0.45%0.50%Q2 2013Q1 20144
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
Crestwood Advisors Group, LLC 440.12%0.14%0.15%Q2 2019Q1 20204
DIXON HUBARD FEINOUR & BROWN INC/VA 310.04%0.41%0.61%Q1 2021Q2 20224
Inscription Capital, LLC 210.06%0.09%0.18%Q2 2021Q2 20234
Your Advocates Ltd., LLP 440.00%0.00%0.00%Q1 2020Q4 20204
Golden State Wealth Management, LLC 310.00%0.00%0.01%Q1 2019Q1 20204
WADDELL & ASSOCIATES, LLC 440.04%0.04%0.05%Q2 2022Q1 20234
OneAscent Financial Services LLC 310.10%0.25%0.57%Q3 2020Q2 20224
Avion Wealth 310.00%0.00%0.00%Q2 2022Q3 20234
COMERICA SECURITIES INC 310.03%0.06%0.07%Q2 2016Q3 20174
HOEY INVESTMENTS, INC 310.00%0.00%0.00%Q4 2019Q3 20234
PYA Waltman Capital, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
General Partner, Inc. 440.01%0.01%0.01%Q1 2023Q4 20234
PRELUDE CAPITAL MANAGEMENT, LLC 110.01%0.03%0.05%Q1 2013Q2 20184
Great Lakes Retirement, Inc. 440.21%0.22%0.24%Q4 2022Q3 20234
Chronos Wealth Management, LLC 441.23%1.82%2.54%Q1 2021Q4 20214
Future Financial Wealth Managment LLC 440.44%0.58%0.85%Q3 2022Q2 20234
TI-TRUST, INC 310.19%0.19%0.20%Q4 2021Q2 20234
MYCIO WEALTH PARTNERS, LLC 440.01%0.01%0.02%Q4 2015Q3 20164
Moser Wealth Advisors, LLC 440.00%0.00%0.01%Q3 2020Q2 20214
Wealth Quarterback LLC 220.00%0.01%0.01%Q4 2019Q3 20214
Total Clarity Wealth Management, Inc. 210.00%0.00%0.01%Q1 2021Q2 20224
Beech Hill Advisors, Inc. 210.16%0.99%1.94%Q1 2015Q1 20174
Aaron Wealth Advisors LLC 310.01%0.03%0.04%Q1 2022Q3 20234
XTX Topco Ltd 220.06%0.13%0.27%Q1 2021Q1 20234
qPULA Trading Management LP 310.63%1.05%1.45%Q1 2021Q1 20224
InterOcean Capital Group, LLC 440.01%0.01%0.01%Q2 2022Q1 20234
Laurel Wealth Planning LLC 440.01%0.01%0.01%Q3 2021Q2 20224
Rede Wealth, LLC 310.10%0.10%0.11%Q2 2021Q2 20234
Center For Asset Management LLC 440.29%0.36%0.42%Q2 2022Q1 20234
CAPITAL FUND MANAGEMENT S.A. 210.01%0.01%0.03%Q4 2020Q3 20234
Coppell Advisory Solutions LLC 210.00%0.03%0.11%Q4 2020Q3 20234
OTA Financial Group L.P. 311.32%1.45%1.59%Q1 2015Q3 20174
Soditic Asset Management LLP 440.44%0.61%1.02%Q4 2020Q3 20214
Canvas Wealth Advisors, LLC 440.08%0.09%0.12%Q1 2021Q4 20214
Optiver Holding B.V. 310.00%0.02%0.03%Q3 2022Q3 20234
Alliance Wealth Advisors, LLC /UT 440.38%0.39%0.41%Q4 2022Q3 20234
Schubert & Co 440.01%0.01%0.02%Q2 2022Q1 20234
DGS Capital Management, LLC 440.20%0.24%0.28%Q2 2022Q1 20234
Financial Connections Group, Inc. 440.01%0.02%0.03%Q4 2021Q3 20224
OLIVER LAGORE VANVALIN INVESTMENT GROUP 440.00%0.00%0.00%Q4 2022Q3 20234
Life Planning Partners, Inc 440.02%0.03%0.03%Q4 2021Q3 20224
Resurgent Financial Advisors LLC 440.02%0.02%0.03%Q4 2022Q3 20234
Carr Financial Group Corp 440.08%0.11%0.13%Q4 2022Q3 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.12%0.13%0.14%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.06%0.07%0.07%Q4 2022Q3 20234
Corient Private Wealth LLC 440.07%0.07%0.07%Q4 2022Q3 20234
RFP Financial Group LLC 440.01%0.01%0.03%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
Gallacher Capital Management LLC 440.14%0.17%0.19%Q4 2022Q3 20234
Templeton & Phillips Capital Management, LLC 4410.97%11.37%11.66%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.54%0.63%0.73%Q4 2022Q3 20234
Kennon-Green & Company, LLC 442.91%2.99%3.11%Q4 2022Q3 20234
Windle Wealth, LLC 444.38%4.44%4.48%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.01%0.01%0.01%Q4 2022Q3 20234
River Street Advisors LLC 440.66%0.71%0.76%Q4 2022Q3 20234
INSIGNEO ADVISORY SERVICES, LLC 440.18%0.24%0.29%Q4 2022Q3 20234
Mill Creek Capital Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.20%0.22%0.24%Q4 2022Q3 20234
Park Place Capital Corp 440.23%0.23%0.24%Q4 2022Q3 20234
Applied Finance Capital Management, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.22%0.34%Q4 2022Q3 20234
First County Bank /CT/ 440.53%0.63%0.70%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.02%0.03%0.06%Q4 2022Q3 20234
Slocum, Gordon & Co LLP 441.11%1.27%1.45%Q4 2022Q3 20234
Laffer Tengler Investments, Inc. 440.02%0.04%0.09%Q1 2021Q4 20214
MENLO ADVISORS LLC 441.61%1.69%1.76%Q1 2021Q4 20214
MAPLE SECURITIES USA INC 210.03%0.05%0.09%Q3 2013Q2 20154
CHELSEA COUNSEL CO 440.01%0.01%0.01%Q4 2022Q3 20234
WINTRUST INVESTMENTS LLC 440.03%0.03%0.03%Q4 2022Q3 20234
WEST BANCORPORATION INC 440.00%0.00%0.00%Q4 2021Q3 20224
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
SPERO-SMITH INVESTMENT ADVISERS INC /OH 441.96%2.06%2.14%Q3 2014Q2 20154
OLD DOMINION CAPITAL MANAGEMENT INC 441.06%1.19%1.36%Q4 2020Q3 20214
JANUS HENDERSON INVESTORS US LLC 440.00%0.00%0.00%Q2 2013Q1 20144
FIRST CITIZENS BANK & TRUST CO 440.02%0.02%0.03%Q3 2019Q2 20204
SCHRODER INVESTMENT MANAGEMENT GROUP 440.00%0.00%0.00%Q2 2013Q1 20144
GREENWOOD GEARHART INC 440.21%1.45%1.96%Q4 2020Q3 20214
TRUST DEPARTMENT MB FINANCIAL BANK N A 310.00%0.00%0.01%Q2 2015Q4 20164
INVERNESS COUNSEL LLC /NY/ 440.04%0.05%0.06%Q3 2020Q2 20214
CANANDAIGUA NATIONAL BANK & TRUST CO 440.06%0.08%0.08%Q1 2023Q4 20234
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 440.00%0.00%0.00%Q4 2022Q3 20234
GODSEY & GIBB, INC 440.00%0.00%0.01%Q4 2022Q3 20234
ICON ADVISERS INC/CO 310.03%0.05%0.09%Q2 2019Q2 20204
SANDERS MORRIS HARRIS LLC 440.09%0.16%0.36%Q2 2019Q1 20204
Onex Canada Asset Management Inc. 440.20%0.33%0.53%Q2 2013Q1 20144
GIRARD PARTNERS LTD. 310.02%0.04%0.05%Q3 2017Q3 20184
SCHNIEDERS CAPITAL MANAGEMENT LLC 440.06%0.06%0.06%Q4 2022Q3 20234
Riggs Asset Managment Co. Inc. 440.01%0.01%0.01%Q3 2014Q2 20154
Palo Capital, Inc. 440.22%0.23%0.25%Q1 2018Q4 20184
Dynamic Advisor Solutions LLC 310.01%0.02%0.02%Q2 2022Q3 20234
Permanens Capital L.P. 440.00%0.00%0.00%Q1 2019Q4 20194
Wunderlich Capital Managemnt 441.19%1.33%1.43%Q4 2016Q3 20174
Engineers Gate Manager LP 110.01%0.02%0.05%Q4 2019Q3 20234
GYL FINANCIAL SYNERGIES, LLC 330.31%0.34%0.41%Q1 2023Q3 20233
GW&K Investment Management, LLC 210.00%0.00%0.00%Q2 2021Q3 20233
Householder Group Estate & Retirement Specialist, LLC 110.01%0.01%0.01%Q3 2022Q3 20233
SeaBridge Investment Advisors LLC 330.02%0.02%0.02%Q3 2019Q1 20203
NWAM LLC 330.02%0.02%0.02%Q4 2022Q2 20233
Oxler Private Wealth LLC 210.07%0.09%0.11%Q4 2020Q3 20223
BANK OF NOVA SCOTIA 210.00%0.01%0.04%Q1 2021Q3 20223
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 210.01%0.08%0.22%Q1 2019Q4 20203
COOKSON PEIRCE & CO INC 330.06%0.06%0.06%Q1 2023Q3 20233
DAVIDSON INVESTMENT ADVISORS 210.01%0.01%0.01%Q2 2013Q3 20143
HANCOCK WHITNEY CORP 110.01%0.01%0.01%Q2 2021Q2 20233
Brookmont Capital Management 330.78%0.84%0.93%Q4 2020Q2 20213
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q4 2021Q2 20223
Steward Financial Group LLC 210.00%0.00%0.01%Q2 2022Q3 20233
Global Wealth Strategies & Associates 330.00%0.00%0.00%Q4 2022Q2 20233
SOUTH TEXAS MONEY MANAGEMENT LTD 331.22%1.32%1.46%Q2 2013Q4 20133
LUPO SECURITIES, LLC 330.23%3.51%7.56%Q1 2015Q3 20153
BIRINYI ASSOCIATES INC 210.07%0.09%0.10%Q3 2021Q4 20223
Capital Advantage, Inc. 330.08%0.10%0.10%Q3 2020Q1 20213
Peachtree Investment Advisors, Inc. 330.00%0.00%0.00%Q3 2014Q1 20153
Perpetual Ltd 330.03%0.03%0.03%Q1 2023Q3 20233
PFG Investments, LLC 330.07%0.08%0.08%Q1 2023Q3 20233
Fragasso Group Inc. 330.05%0.06%0.07%Q2 2019Q4 20193
Clearstead Trust, LLC 210.00%0.00%0.01%Q3 2022Q3 20233
Nilsine Partners, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
CITIZENS FINANCIAL GROUP INC/RI 330.00%0.00%0.00%Q3 2019Q1 20203
CLOVERFIELDS CAPITAL GROUP, LP 330.20%0.20%0.21%Q1 2022Q3 20223
Blueprint Investment Partners LLC 210.02%0.06%0.12%Q4 2021Q1 20233
Avalon Trust Co 330.02%0.03%0.03%Q1 2023Q3 20233
Latitude Advisors, LLC 330.24%0.42%0.77%Q4 2020Q2 20213
HOURGLASS CAPITAL, LLC 330.05%0.06%0.06%Q4 2020Q2 20213
Airain ltd 330.08%0.12%0.18%Q4 2016Q2 20173
SIT INVESTMENT ASSOCIATES INC 330.00%0.00%0.00%Q2 2017Q4 20173
Convergence Investment Partners, LLC 210.00%0.04%0.07%Q2 2013Q1 20183
D'Orazio & Associates, Inc. 210.01%0.03%0.04%Q3 2015Q3 20213
SageView Advisory Group, LLC 210.01%0.02%0.02%Q4 2022Q3 20233
Quantitative Systematic Strategies LLC 210.09%0.17%0.24%Q4 2017Q4 20203
U.S. Capital Wealth Advisors, LLC 110.00%0.05%0.09%Q2 2022Q2 20233
DUALITY ADVISERS, LP 210.13%0.24%0.45%Q1 2021Q4 20213
Fulcrum Capital LLC 330.06%0.07%0.07%Q1 2023Q3 20233
Buck Wealth Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
ATWOOD & PALMER INC 210.00%0.00%0.00%Q4 2020Q3 20233
HARVEST GROUP WEALTH MANAGEMENT, LLC 330.02%0.02%0.03%Q1 2019Q3 20193
PARK CIRCLE Co 330.23%0.24%0.27%Q1 2022Q3 20223
Manikay Partners, LLC 331.16%1.19%1.22%Q2 2017Q4 20173
LOWE BROCKENBROUGH & CO INC 330.74%0.77%0.79%Q1 2023Q3 20233
TSFG, LLC 210.00%0.00%0.00%Q4 2020Q3 20233
First Citizens Financial Corp 330.19%0.21%0.22%Q2 2020Q4 20203
MARTINGALE ASSET MANAGEMENT L P 330.08%0.08%0.09%Q2 2013Q4 20133
Missouri Trust & Investment Co 330.00%0.02%0.03%Q1 2023Q3 20233
Gerber Kawasaki Wealth & Investment Management 210.01%0.11%0.16%Q3 2017Q3 20213
Borer Denton & Associates, Inc. 330.10%0.11%0.11%Q1 2023Q3 20233
Banyan Partners, LLC 330.05%0.06%0.06%Q1 2014Q3 20143
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.08%0.08%0.09%Q4 2017Q3 20183
Value Partners Investments Inc. 330.02%0.02%0.02%Q1 2023Q3 20233
Keel Point, LLC 330.02%0.02%0.03%Q1 2021Q3 20213
Tarbox Family Office, Inc. 330.00%0.01%0.02%Q4 2019Q2 20203
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
Legacy Capital Group California, Inc. 330.10%0.18%0.24%Q1 2023Q3 20233
Buffington Mohr McNeal 330.25%0.27%0.28%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.01%0.01%0.02%Q1 2023Q3 20233
Braun-Bostich & Associates Inc. 330.02%0.12%0.22%Q4 2017Q2 20183
Evolution Wealth Advisors, LLC 110.00%0.01%0.01%Q4 2019Q3 20213
Moon Capital Management, LLC 332.23%2.43%2.54%Q3 2013Q1 20143
Standard Family Office LLC 210.01%0.01%0.02%Q4 2020Q3 20223
FLOW TRADERS U.S. LLC 110.01%0.03%0.06%Q3 2013Q4 20223
EisnerAmper Wealth Management Corporate Benefits, LLC 330.26%0.33%0.38%Q4 2014Q2 20153
NICOLET ADVISORY SERVICES, LLC 330.03%0.03%0.03%Q1 2023Q3 20233
Joseph P. Lucia & Associates, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
WealthStone, Inc. 210.10%0.23%0.43%Q1 2019Q4 20203
Verity Asset Management, Inc. 332.48%2.64%2.82%Q4 2013Q2 20143
Phoenix Wealth Advisors 330.01%0.01%0.01%Q1 2021Q3 20213
NorthCoast Asset Management LLC 330.01%0.01%0.01%Q4 2020Q2 20213
BBT Capital Management, LLC 330.03%0.03%0.03%Q2 2013Q4 20133
Quilter Plc 330.00%0.00%0.00%Q1 2023Q3 20233
MARSHALL & SULLIVAN INC /WA/ 110.02%0.05%0.09%Q4 2020Q4 20223
Financial Gravity Companies, Inc. 210.01%0.01%0.01%Q4 2017Q4 20183
Ten Capital Wealth Advisors, LLC 330.00%0.00%0.01%Q3 2022Q1 20233
GREAT VALLEY ADVISOR GROUP, INC. 330.04%0.05%0.05%Q1 2023Q3 20233
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.01%0.01%0.01%Q1 2022Q3 20223
GTS SECURITIES LLC 110.00%0.00%0.01%Q3 2023Q3 20233
Genesis Wealth Advisors, LLC 330.01%0.01%0.01%Q4 2014Q2 20153
Commonwealth Financial Services, LLC 330.01%0.01%0.01%Q2 2016Q4 20163
INTEGRATED WEALTH COUNSEL, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
LANDAAS & CO /WI /ADV 210.04%0.04%0.04%Q3 2017Q2 20183
Callan Family Office, LLC 330.06%0.07%0.09%Q4 2022Q2 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Pathway Financial Advisors LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Altrius Capital Management Inc 331.30%1.66%1.86%Q2 2022Q4 20223
Hutner Daniel Ellsworth 330.24%0.27%0.28%Q4 2015Q2 20163
Cape Investment Advisory, Inc. 330.04%0.05%0.05%Q1 2023Q3 20233
CAMG Solamere Management, LLC 330.86%0.96%1.07%Q1 2020Q3 20203
Goodwin Investment Advisory 210.01%0.01%0.02%Q1 2022Q4 20223
Regent Peak Wealth Advisors LLC 210.00%0.32%0.54%Q4 2019Q4 20203
AlphaQ Advisors LLC 330.26%0.27%0.28%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Acrospire Investment Management LLC 330.03%0.05%0.08%Q4 2016Q2 20173
Permian Investment Partners, LP 210.04%0.07%0.13%Q4 2021Q3 20223
CoreCap Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20223
VICTORY CAPITAL MANAGEMENT INC 330.00%0.00%0.00%Q1 2023Q3 20233
Sowa Financial Group, Inc. 330.01%0.01%0.01%Q4 2019Q2 20203
INTEGRAL DERIVATIVES, LLC 210.01%0.01%0.01%Q4 2016Q3 20173
Sageworth Trust Co of South Dakota 330.01%0.02%0.04%Q4 2021Q2 20223
BCGM Wealth Management, LLC 330.29%0.31%0.34%Q1 2023Q3 20233
THOMPSON INVESTMENT MANAGEMENT, INC. 330.02%0.02%0.02%Q1 2023Q3 20233
MARINER INDEPENDENT ADVISOR NETWORK, LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Blueshift Asset Management, LLC 110.11%0.17%0.26%Q4 2018Q1 20223
Aspen Grove Capital, LLC 330.09%0.10%0.11%Q1 2023Q3 20233
Cypress Wealth Services, LLC 330.05%0.05%0.06%Q4 2020Q2 20213
Fort Sheridan Advisors LLC 330.05%0.05%0.06%Q1 2023Q3 20233
Signator Financial Services, Inc. 330.01%0.01%0.01%Q1 2013Q3 20133
FIL Ltd 210.00%0.00%0.01%Q2 2022Q2 20233
Cypress Capital Management LLC (WY) 330.01%0.01%0.01%Q4 2020Q2 20213
BINGHAM OSBORN & SCARBOROUGH LLC 330.02%0.02%0.02%Q2 2017Q4 20173
Bank Julius Baer & Co. Ltd, Zurich 330.00%0.00%0.00%Q2 2021Q4 20213
McAdam, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Empire Financial Management Company, LLC 330.10%0.10%0.11%Q1 2023Q3 20233
Greylin Investment Management, Inc 330.07%0.09%0.10%Q4 2020Q2 20213
MACROVIEW INVESTMENT MANAGEMENT LLC 210.00%0.00%0.00%Q2 2022Q3 20233
Ergoteles LLC 110.01%0.02%0.03%Q4 2020Q1 20233
Elite Wealth Management, Inc. 330.02%0.02%0.03%Q4 2013Q2 20143
Gerstein Fisher 330.03%0.05%0.06%Q2 2013Q4 20133
CenterStar Fund, LLC 110.00%0.02%0.04%Q4 2016Q4 20163
Retirement Planning Co of New England, Inc. 330.09%0.11%0.14%Q4 2021Q2 20223
Phillips Wealth Planners LLC 330.98%1.02%1.07%Q1 2023Q3 20233
Nordwand Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
LGT Group Foundation 330.01%0.01%0.01%Q1 2022Q3 20223
Byrne Asset Management LLC 330.00%0.25%0.42%Q1 2023Q3 20233
Ford Financial Group, LLC 110.00%0.01%0.01%Q4 2017Q4 20213
Clearview Wealth Advisors LLC 330.00%0.00%0.00%Q4 2022Q2 20233
DESCHAINE & COMPANY, LLC 330.70%0.78%0.88%Q4 2014Q2 20153
Breakwater Capital Group 330.09%0.10%0.11%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.00%0.00%0.00%Q4 2022Q3 20233
Prentice Wealth Management LLC 330.00%0.00%0.00%Q1 2021Q3 20213
MRP Capital Investments, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
GSA CAPITAL PARTNERS LLP 110.01%0.02%0.02%Q1 2017Q4 20172
Segment Wealth Management, LLC 110.03%0.04%0.05%Q3 2017Q4 20192
Argent Wealth Management LLC 220.12%0.12%0.12%Q1 2020Q2 20202
CHILDRESS CAPITAL ADVISORS, LLC 110.03%0.06%0.08%Q4 2020Q3 20212
SPC Financial, Inc. 220.03%0.03%0.03%Q2 2023Q3 20232
Stokes Family Office, LLC 220.06%0.06%0.07%Q2 2023Q3 20232
GAM Holding AG 220.01%0.01%0.01%Q4 2014Q1 20152
Bell Bank 220.22%0.22%0.22%Q2 2023Q3 20232
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.02%0.03%Q2 2016Q3 20182
Cornerstone Wealth Group, LLC 220.62%0.63%0.64%Q3 2019Q4 20192
Doyle Wealth Management 110.02%0.02%0.02%Q4 2018Q2 20192
Valley Brook Capital Group, Inc. 220.02%0.03%0.03%Q4 2020Q1 20212
CASTLE WEALTH MANAGEMENT LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Sullivan, Bruyette, Speros & Blaney, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
South Shore Capital Advisors 110.28%0.32%0.36%Q4 2020Q4 20212
SCHAFER CULLEN CAPITAL MANAGEMENT INC 221.94%2.08%2.22%Q4 2020Q1 20212
Atwater Malick LLC 110.03%0.08%0.14%Q3 2019Q4 20202
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 220.27%0.31%0.35%Q2 2019Q3 20192
Archer Investment Corp 220.00%0.00%0.00%Q2 2023Q3 20232
Apriem Advisors 220.00%0.00%0.00%Q2 2013Q3 20132
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.02%0.02%Q2 2013Q3 20132
True North Advisors, LLC 220.11%0.12%0.12%Q4 2022Q1 20232
Rikoon Group, LLC 220.16%0.17%0.18%Q4 2020Q1 20212
Iron Horse Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q3 20232
Strategic Investment Advisors / MI 220.09%0.09%0.10%Q2 2020Q3 20202
EMFO, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Paradigm, Strategies in Wealth Management, LLC 220.02%0.03%0.04%Q1 2021Q2 20212
PRW Wealth Management LLC 220.00%0.00%0.00%Q4 2018Q1 20192
FourThought Financial Partners, LLC 220.03%0.03%0.04%Q2 2023Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.01%Q4 2021Q3 20222
Fortis Capital Advisors, LLC 220.00%0.01%0.02%Q4 2022Q1 20232
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 110.00%0.01%0.02%Q1 2023Q3 20232
MASTRAPASQUA ASSET MANAGEMENT INC 220.92%0.98%1.03%Q1 2017Q2 20172
GeoWealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
SAC Capital Advisors LP 220.00%0.00%0.00%Q2 2013Q3 20132
New Hampshire Trust 220.01%0.01%0.01%Q4 2022Q1 20232
NFJ INVESTMENT GROUP, LLC 220.01%0.02%0.02%Q1 2021Q2 20212
Icon Wealth Advisors, LLC 220.04%0.04%0.04%Q3 2022Q4 20222
ISLAY CAPITAL MANAGEMENT, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Tuscan Ridge Asset Management LLC 110.00%0.00%0.00%Q2 2019Q2 20192
EADS & HEALD WEALTH MANAGEMENT 220.20%0.21%0.22%Q4 2020Q1 20212
Equitable Holdings, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
IMC-Chicago, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
Nalls Sherbakoff Group, LLC 220.00%0.00%0.00%Q1 2023Q2 20232
FT Options LLC 110.01%0.04%0.07%Q1 2017Q1 20172
Acorn Wealth Advisors, LLC 220.00%0.00%0.01%Q4 2017Q1 20182
Milestone Investment Advisors LLC 110.01%0.01%0.01%Q1 2023Q3 20232
Pine Valley Investments Ltd Liability Co 220.02%0.02%0.03%Q2 2023Q3 20232
Portside Wealth Group, LLC 220.32%0.33%0.35%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.04%0.08%Q2 2023Q3 20232
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 221.34%1.36%1.39%Q2 2022Q3 20222
SEVEN MILE ADVISORY 220.21%0.24%0.26%Q2 2023Q3 20232
Ironvine Capital Partners, LLC 220.18%0.20%0.23%Q4 2017Q1 20182
SG3 Management, LLC 220.01%0.01%0.02%Q4 2020Q1 20212
Halpern Financial, Inc. 220.00%0.00%0.00%Q1 2021Q2 20212
Wealthstreet Investment Advisors, LLC 220.05%0.05%0.05%Q4 2020Q1 20212
Legacy Capital Wealth Partners, LLC 110.10%0.11%0.12%Q1 2023Q3 20232
JB Capital LLC 220.10%0.11%0.12%Q3 2021Q4 20212
SAL Trading, LLC 220.25%0.61%0.98%Q4 2021Q1 20222
STERNE AGEE GROUP, INC. 220.15%0.15%0.16%Q2 2013Q3 20132
Merit Financial Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Verity & Verity, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
HUTCHENS INVESTMENT MANAGEMENT INC 110.00%0.00%0.01%Q4 2014Q4 20172
ARS Wealth Advisors Group, LLC 220.08%0.09%0.10%Q2 2022Q3 20222
Financial Advocates Investment Management 220.02%0.02%0.02%Q2 2023Q3 20232
Modera Wealth Management, LLC 220.18%0.20%0.22%Q2 2023Q3 20232
First Command Financial Services, Inc. 220.00%0.00%0.00%Q1 2019Q2 20192
First Command Bank 220.00%0.00%0.00%Q1 2019Q2 20192
Sustainable Growth Advisers, LP 220.02%0.03%0.03%Q2 2023Q3 20232
GLG Partners LP 110.06%0.65%1.24%Q2 2016Q2 20162
Transamerica Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2022Q3 20232
Norway Savings Bank 110.00%0.00%0.01%Q4 2020Q4 20212
Tibra Equities Europe Ltd 221.13%1.23%1.33%Q1 2018Q2 20182
BANCED CORP 220.44%0.49%0.54%Q1 2014Q2 20142
Cerro Pacific Wealth Advisors LLC 220.16%0.21%0.26%Q4 2022Q1 20232
McClarren Financial Advisors, Inc. 220.00%0.00%0.00%Q4 2022Q1 20232
Zions Trust, National Association 220.01%0.01%0.01%Q4 2013Q1 20142
RONALD BLUE & CO LLC 110.01%0.01%0.01%Q3 2014Q3 20152
Hartford Funds Management Co LLC 220.02%0.03%0.04%Q2 2023Q3 20232
Karp Capital Management Corp 110.02%0.02%0.03%Q3 2015Q1 20172
NORDEA INVESTMENT MANAGEMENT AB 220.00%0.00%0.00%Q4 2018Q1 20192
CENTRAL BANK & TRUST CO 220.01%0.01%0.02%Q4 2014Q1 20152
MIDAS MANAGEMENT CORP 220.73%0.74%0.74%Q4 2013Q1 20142
Selective Wealth Management, Inc. 220.00%0.00%0.00%Q2 2022Q3 20222
ROBERTSON STEPHENS ADVISORS LLC 220.28%0.51%0.74%Q4 2016Q1 20172
WealthShield Partners, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Bellwether Investment Group, LLC 220.03%0.04%0.04%Q4 2016Q1 20172
Clear Harbor Asset Management, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Kernodle & Katon Asset Management Group, LLC 220.04%0.05%0.05%Q3 2016Q4 20162
Centric Wealth Management 220.07%0.08%0.08%Q4 2020Q1 20212
Opus Capital Group, LLC 110.05%0.05%0.05%Q4 2020Q2 20212
Barnett & Company, Inc. 220.01%0.01%0.01%Q4 2019Q1 20202
West Coast Financial LLC 110.04%0.05%0.06%Q1 2017Q4 20202
First Capital Advisors Group, LLC. 110.01%0.01%0.01%Q1 2018Q2 20232
American Financial Network Advisory Services LLC 220.02%0.02%0.03%Q3 2017Q4 20172
ALETHEA CAPITAL MANAGEMENT, LLC 110.18%1.34%2.50%Q3 2017Q3 20192
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Castle Rock Wealth Management, LLC 220.29%0.31%0.32%Q2 2020Q3 20202
Bristol County Savings Bank 221.42%1.45%1.48%Q3 2017Q4 20172
Bramshill Investments, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
AFT, FORSYTH & COMPANY, INC. 220.18%0.19%0.20%Q2 2013Q3 20132
Enlightenment Research, LLC 110.14%0.26%0.38%Q4 2018Q4 20202
WealthTrust Fairport, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
CLARIS ADVISORS, LLC / MO / 110.19%0.21%0.23%Q4 2021Q4 20222
Brookfield Asset Management 110.02%0.07%0.12%Q1 2022Q1 20222
Horan Securities, Inc. 110.00%0.00%0.00%Q2 2022Q4 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q4 20192
Sand Hill Global Advisors, LLC 220.06%0.07%0.08%Q3 2019Q4 20192
HC FINANCIAL ADVISORS INC 220.03%0.03%0.03%Q4 2020Q1 20212
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q4 2020Q1 20212
Jane Street Holding, LLC 220.00%0.01%0.02%Q3 2013Q4 20132
DC Investments Management, LLC 220.14%0.18%0.22%Q4 2017Q1 20182
Allegis Investment Advisors, LLC 220.42%0.48%0.54%Q4 2015Q1 20162
L. Roy Papp & Associates, LLP 110.03%0.03%0.03%Q4 2020Q2 20212
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
AXA S.A. 220.00%0.00%0.00%Q3 2020Q4 20202
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.01%Q4 2014Q1 20152
Demars Financial Group, LLC 220.68%0.69%0.69%Q4 2019Q1 20202
Integrated Investment Consultants, LLC 110.00%0.01%0.01%Q3 2017Q1 20182
FAIRFIELD, BUSH & CO. 220.01%0.05%0.09%Q2 2013Q3 20132
PINNACLE FINANCIAL PARTNERS INC 220.01%0.01%0.01%Q2 2022Q3 20222
FIRST NEW YORK SECURITIES LLC /NY 110.00%0.03%0.06%Q1 2015Q3 20152
Davis Capital Management 220.01%0.01%0.01%Q1 2020Q2 20202
First Allied Asset Management, Inc. 220.96%1.00%1.04%Q1 2014Q2 20142
Trilogy Capital Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Dash Acquisitions Inc. 220.84%2.84%4.84%Q4 2020Q1 20212
Morton Brown Family Wealth, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Princeton Portfolio Strategies Group LLC 220.07%0.08%0.08%Q2 2015Q3 20152
Aptus Capital Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
CenterStar Asset Management, LLC 110.02%0.04%0.05%Q4 2020Q4 20202
ST GERMAIN D J CO INC 220.00%0.00%0.00%Q3 2023Q4 20232
FIRST QUADRANT LLC/CA 220.00%0.00%0.00%Q2 2013Q3 20132
NORRIS PERNE & FRENCH LLP/MI 220.05%0.05%0.06%Q4 2015Q1 20162
First Heartland Consultants, Inc. 220.02%0.03%0.05%Q2 2022Q3 20222
BBVA USA 220.06%0.07%0.07%Q2 2021Q3 20212
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 220.46%0.48%0.50%Q4 2020Q1 20212
Peachtree Investment Partners, LLC 220.15%0.21%0.28%Q4 2022Q1 20232
MV CAPITAL MANAGEMENT, INC. 110.00%0.00%0.01%Q2 2020Q1 20232
BlueCrest Capital Management Ltd 220.01%0.02%0.03%Q2 2018Q3 20182
Intelligent Financial Strategies 220.11%0.12%0.12%Q4 2021Q1 20222
V Wealth Advisors LLC 220.09%0.09%0.10%Q2 2022Q3 20222
Carroll Investors, Inc 220.00%0.00%0.00%Q4 2021Q1 20222
Sound View Wealth Advisors, LLC 220.13%0.13%0.14%Q4 2018Q1 20192
NORTH AMERICAN MANAGEMENT CORP 220.04%0.04%0.04%Q4 2020Q1 20212
COLDSTREAM CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q4 2022Q1 20232
Magnus Financial Group LLC 220.04%0.04%0.04%Q1 2020Q2 20202
PEG CAPITAL MANAGEMENT INC /NH/ 221.98%1.98%1.98%Q4 2014Q1 20152
Willingdon Wealth Management 220.01%0.01%0.01%Q1 2018Q2 20182
Sterneck Capital Management, LLC 220.13%0.16%0.19%Q2 2021Q3 20212
Quent Capital, LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Moisand Fitzgerald Tamayo, LLC 220.00%0.00%0.00%Q1 2022Q2 20222
Mystic Asset Management, Inc. 110.10%0.11%0.12%Q4 2021Q4 20222
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Advisory Resource Group 110.08%0.09%0.10%Q4 2020Q2 20212
Planned Solutions, Inc. 220.04%0.05%0.06%Q3 2020Q4 20202
MEITAV INVESTMENT HOUSE LTD 220.02%0.02%0.02%Q2 2021Q3 20212
Silicon Hills Wealth Management, LLC 110.00%0.07%0.14%Q4 2019Q4 20212
KARLINSKI ANDREW C 110.00%0.00%0.01%Q4 2021Q2 20222
Seelaus Asset Management LLC 220.55%0.65%0.75%Q1 2022Q2 20222
TBH Global Asset Management, LLC 220.16%0.16%0.17%Q4 2019Q1 20202
NORTHERN TRUST CO OF CONNECTICUT 220.05%0.06%0.06%Q2 2013Q3 20132
Platte River Capital LLC 220.14%0.17%0.19%Q2 2013Q3 20132
Atlas Private Wealth Management, LLC 220.00%0.01%0.01%Q4 2020Q1 20212
Laurel Grove Capital, LLC 220.15%0.15%0.15%Q2 2013Q3 20132
Jaffetilchin Investment Partners, LLC 110.03%0.04%0.06%Q1 2022Q1 20232
Advisors Preferred, LLC 110.02%0.04%0.07%Q3 2017Q2 20192
Laidlaw Wealth Management LLC 110.04%0.06%0.08%Q4 2020Q4 20212
Avantax Planning Partners, Inc. 110.00%0.00%0.00%Q1 2018Q3 20182
Founders Capital Management 220.01%0.01%0.01%Q3 2023Q4 20232
Beacon Capital Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
West Oak Capital, LLC 220.00%0.00%0.00%Q3 2018Q4 20182
Herr Investment Group LLC 220.02%0.02%0.03%Q4 2022Q1 20232
Consolidated Planning Corp 110.05%0.05%0.05%Q3 2021Q3 20211
Citizens National Bank Trust Department 110.01%0.01%0.01%Q4 2021Q4 20211
TFG Advisers LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
CAPSTONE INVESTMENT ADVISORS, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Spears Abacus Advisors LLC 110.02%0.02%0.02%Q4 2020Q4 20201
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Atlas Private Wealth Advisors 110.00%0.00%0.00%Q1 2021Q1 20211
Personal Wealth Partners 110.02%0.02%0.02%Q2 2021Q2 20211
Mechanics Bank Trust Department 110.05%0.05%0.05%Q3 2016Q3 20161
HOWARD WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
MIZUHO MARKETS AMERICAS LLC 110.54%0.54%0.54%Q4 2022Q4 20221
Cypress Point Wealth Management, LLC 110.84%0.84%0.84%Q4 2020Q4 20201
Tri Locum Partners LP 110.08%0.08%0.08%Q4 2020Q4 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Summit Financial, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
FWL INVESTMENT MANAGEMENT, LLC 112.39%2.39%2.39%Q4 2020Q4 20201
WIPFLI FINANCIAL ADVISORS LLC, 110.02%0.02%0.02%Q3 2022Q3 20221
EWG Elevate Inc. 110.01%0.01%0.01%Q4 2022Q4 20221
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Cordant, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Cumberland Partners Ltd 110.00%0.00%0.00%Q2 2021Q2 20211
TimeScale Financial, Inc. 110.01%0.01%0.01%Q3 2019Q3 20191
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Cynosure Group, LLC 110.22%0.22%0.22%Q2 2022Q2 20221
Founders Financial Alliance, LLC 110.09%0.09%0.09%Q3 2020Q3 20201
Wealth Advisory Solutions, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
Astrantus Ltd 110.80%0.80%0.80%Q1 2022Q1 20221
Monterey Private Wealth, Inc. 110.11%0.11%0.11%Q1 2022Q1 20221
Mariner Wealth Advisors-NYC, LLC 110.01%0.01%0.01%Q1 2015Q1 20151
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
MCDONALD PARTNERS LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Lavaca Capital LLC 110.09%0.09%0.09%Q4 2022Q4 20221
GETCO Holding Company, LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Altus Wealth Group LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Greenhouse Wealth Management, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
US FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
Vectors Research Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Oder Investment Management, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Vident Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Pointe Capital Management LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Colonial River Wealth Management, LLC 110.54%0.54%0.54%Q2 2023Q2 20231
Interchange Capital Partners, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
GRIMES & COMPANY, INC. 110.01%0.01%0.01%Q4 2020Q4 20201
Ipswich Investment Management Co., Inc. 110.03%0.03%0.03%Q4 2018Q4 20181
CAPE ANN SAVINGS BANK 110.30%0.30%0.30%Q2 2016Q2 20161
OUTFITTER FINANCIAL LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Weil Company, Inc. 110.08%0.08%0.08%Q3 2019Q3 20191
Safeguard Investment Advisory Group, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Kowal Investment Group, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
FORA Capital, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Ignite Planners, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
DEFINED WEALTH MANAGEMENT, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
Elmwood Wealth Management, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
FinTrust Investment Advisory Services, LLC 110.20%0.20%0.20%Q3 2017Q3 20171
AURORA FINANCIAL ADVISORS, LLC 110.16%0.16%0.16%Q4 2017Q4 20171
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Calamos Advisors LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MayTech Global Investments, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
MONUMENTAL FINANCIAL GROUP INC. 110.01%0.01%0.01%Q2 2021Q2 20211
Regency Capital Management Inc.\DE 110.00%0.00%0.00%Q1 2022Q1 20221
180 WEALTH ADVISORS, LLC 110.11%0.11%0.11%Q4 2017Q4 20171
Solstein Capital, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
McKinley Carter Wealth Services, Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
Y.D. More Investments Ltd 110.00%0.00%0.00%Q4 2022Q4 20221
CLIFFORD CAPITAL PARTNERS LLC 110.24%0.24%0.24%Q2 2023Q2 20231
Accurate Wealth Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Delos Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
QS Investors, LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Virtue Capital Management, LLC 110.10%0.10%0.10%Q1 2018Q1 20181
MBB PUBLIC MARKETS I LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Graham Capital Management, L.P. 110.10%0.10%0.10%Q3 2023Q3 20231
LexAurum Advisors, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Monument Capital Management 110.00%0.00%0.00%Q3 2018Q3 20181
CMT TRADING LLC 110.55%0.55%0.55%Q2 2017Q2 20171
Townsend & Associates, Inc 110.94%0.94%0.94%Q4 2017Q4 20171
Amplius Wealth Advisors, LLC 110.07%0.07%0.07%Q4 2021Q4 20211
St. James Investment Advisors, LLC 111.27%1.27%1.27%Q4 2021Q4 20211
Meristem Family Wealth, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
Cranbrook Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Widmann Financial Services, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Shore Point Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Phraction Management LLC 110.69%0.69%0.69%Q4 2021Q4 20211
Affiance Financial, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Canoe Financial LP 110.19%0.19%0.19%Q1 2023Q1 20231
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Beaird Harris Wealth Management, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Repertoire Partners LP 110.00%0.00%0.00%Q1 2022Q1 20221
MARSHALL WACE ASIA Ltd 110.00%0.00%0.00%Q1 2017Q1 20171
BNP Paribas Asset Management Holding S.A. 110.01%0.01%0.01%Q2 2018Q2 20181
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.00%0.00%0.00%Q3 2022Q3 20221
Next Level Private LLC 110.29%0.29%0.29%Q2 2022Q2 20221
Jump Trading, LLC 110.00%0.00%0.00%Q3 2014Q3 20141
KRS Capital Management, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Cordatus Wealth Management LLC 110.19%0.19%0.19%Q2 2023Q2 20231
Alpine Group USVI, LLC 111.49%1.49%1.49%Q2 2017Q2 20171
Haafor (Singapore) Pte. Ltd. 110.45%0.45%0.45%Q4 2020Q4 20201
Pearl River Capital, LLC 110.25%0.25%0.25%Q4 2019Q4 20191
Sage Capital Advisors,llc 112.01%2.01%2.01%Q2 2017Q2 20171
Richwood Investment Advisors, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Caption Management, LLC 110.06%0.06%0.06%Q3 2021Q3 20211
SIENA CAPITAL LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Peregrine Asset Advisers, Inc. 110.26%0.26%0.26%Q3 2023Q3 20231
Wealthsimple Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
AXQ CAPITAL, LP 110.31%0.31%0.31%Q1 2023Q1 20231
Stamos Capital Partners, L.P. 110.51%0.51%0.51%Q3 2022Q3 20221
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
FSC Wealth Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.01%0.01%0.01%Q3 2023Q3 20231
Investmark Advisory Group LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Lansing Street Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Bryn Mawr Capital Management, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
WILLNER & HELLER, LLC 110.44%0.44%0.44%Q4 2021Q4 20211
WealthPlan Investment Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Patten Group, Inc. 110.00%0.00%0.00%Q4 2018Q4 20181
StoneX Group Inc. 110.05%0.05%0.05%Q1 2021Q1 20211
PagnatoKarp Partners LLC 110.06%0.06%0.06%Q1 2020Q1 20201
Coppell Advisory Solutions Corp. 110.00%0.00%0.00%Q4 2022Q4 20221
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
MIRABELLA FINANCIAL SERVICES LLP 110.21%0.21%0.21%Q4 2019Q4 20191
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
KCS Wealth Advisory 110.00%0.00%0.00%Q3 2019Q3 20191
LWM Advisory Services, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Simply Money Advisors 110.01%0.01%0.01%Q2 2013Q2 20131
Beirne Wealth Consulting Services, LLC 110.10%0.10%0.10%Q4 2020Q4 20201
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 110.00%0.00%0.00%Q1 2022Q1 20221
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
Worth Venture Partners, LLC 110.53%0.53%0.53%Q1 2017Q1 20171
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q4 20221
ING GROEP NV 110.01%0.01%0.01%Q3 2013Q3 20131
Delpha Capital Management, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Good Life Advisors, LLC 110.06%0.06%0.06%Q3 2018Q3 20181
Fusion Family Wealth LLC 110.01%0.01%0.01%Q4 2016Q4 20161
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
HF Advisory Group, LLC 110.32%0.32%0.32%Q3 2023Q3 20231
Blue Chip Partners, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
McNamara Financial Services, Inc. 110.01%0.01%0.01%Q4 2014Q4 20141
StellarOne CORP 110.01%0.01%0.01%Q3 2013Q3 20131
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q3 2022Q3 20221
LGT Financial Advisors LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Eley Financial Management, Inc 110.49%0.49%0.49%Q3 2023Q3 20231
Alerus Investment Advisors Corp 110.00%0.00%0.00%Q1 2016Q1 20161
Ruggie Capital Group 110.00%0.00%0.00%Q4 2018Q4 20181
NorthRock Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Roof Eidam Maycock Peralta, LLC 110.57%0.57%0.57%Q1 2018Q1 20181
iA Global Asset Management Inc. 110.18%0.18%0.18%Q3 2023Q3 20231
NORDEN GROUP LLC 110.39%0.39%0.39%Q3 2023Q3 20231
CANTOR FITZGERALD, L. P. 110.06%0.06%0.06%Q2 2023Q2 20231
QRG CAPITAL MANAGEMENT, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Arlington Trust Co LLC 111.17%1.17%1.17%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SYON CAPITAL LLC 110.16%0.16%0.16%Q3 2023Q3 20231
United Community Bank 110.07%0.07%0.07%Q3 2023Q3 20231
ROMANO BROTHERS AND COMPANY 110.01%0.01%0.01%Q4 2022Q4 20221
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Country Club Trust Company, n.a. 110.03%0.03%0.03%Q4 2021Q4 20211
Timber Hill LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Industrial Alliance Investment Management Inc. 110.59%0.59%0.59%Q4 2021Q4 20211
RWA WEALTH PARTNERS, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
NATIXIS 110.06%0.06%0.06%Q2 2017Q2 20171
Segantii Capital Management Ltd 112.15%2.15%2.15%Q2 2017Q2 20171
ALESCO ADVISORS LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Glovista Investments LLC 110.05%0.05%0.05%Q2 2016Q2 20161
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
GFI Investment Counsel Ltd. 110.01%0.01%0.01%Q1 2018Q1 20181
IBEX WEALTH ADVISORS 110.00%0.00%0.00%Q4 2016Q4 20161
HORIZON BANCORP INC /IN/ 110.03%0.03%0.03%Q4 2019Q4 20191
STRATEGY ASSET MANAGERS LLC 110.01%0.01%0.01%Q1 2019Q1 20191
BILL & MELINDA GATES FOUNDATION TRUST 110.01%0.01%0.01%Q3 2023Q3 20231
Syverson Strege & Co 110.01%0.01%0.01%Q1 2023Q1 20231
QCM Cayman, Ltd. 111.47%1.47%1.47%Q4 2018Q4 20181
VALLEY NATIONAL BANCORP 110.22%0.22%0.22%Q4 2013Q4 20131
Delphi Private Advisors LLC 110.08%0.08%0.08%Q4 2017Q4 20171
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 110.15%0.15%0.15%Q4 2015Q4 20151
BOOTHBAY FUND MANAGEMENT, LLC 110.22%0.22%0.22%Q4 2016Q4 20161
TEALWOOD ASSET MANAGEMENT INC 111.40%1.40%1.40%Q4 2020Q4 20201
GREENWOOD CAPITAL ASSOCIATES LLC 110.14%0.14%0.14%Q3 2023Q3 20231
CULLINAN ASSOCIATES INC 110.01%0.01%0.01%Q4 2022Q4 20221
Capula Management Ltd 110.07%0.07%0.07%Q2 2022Q2 20221
WEALTHSOURCE PARTNERS, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
CYPRESS CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q3 2022Q3 20221
Knowledge Leaders Capital, LLC 110.77%0.77%0.77%Q3 2019Q3 20191
Cornerstone Advisory, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
WESPAC Advisors SoCal, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
PEDDOCK CAPITAL ADVISORS, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Well Done, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
TRUE Private Wealth Advisors 110.00%0.00%0.00%Q3 2018Q3 20181
ASSOCIATED BANC-CORP 110.00%0.00%0.00%Q4 2020Q4 20201
JUMP TRADING, LLC 110.19%0.19%0.19%Q2 2020Q2 20201
FNY Partners Fund LP 110.13%0.13%0.13%Q2 2017Q2 20171
NBC SECURITIES, INC. 110.09%0.09%0.09%Q3 2023Q3 20231
PROFFITT & GOODSON INC 110.01%0.01%0.01%Q4 2020Q4 20201
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Pekin Hardy Strauss, Inc. 110.28%0.28%0.28%Q4 2014Q4 20141
Laurel Wealth Advisors, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Lourd Capital, LLC 110.02%0.02%0.02%Q4 2017Q4 20171
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
BW Gestao de Investimentos Ltda. 110.81%0.81%0.81%Q4 2022Q4 20221
CALTON & ASSOCIATES, INC. 110.03%0.03%0.03%Q4 2017Q4 20171
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 110.11%0.11%0.11%Q1 2023Q1 20231
PENN DAVIS MCFARLAND INC 110.10%0.10%0.10%Q2 2018Q2 20181
CAPITAL MANAGEMENT ASSOCIATES /NY/ 110.63%0.63%0.63%Q4 2016Q4 20161
Armbruster Capital Management, Inc. 110.01%0.01%0.01%Q1 2016Q1 20161
OLD POINT TRUST & FINANCIAL SERVICES N A 110.04%0.04%0.04%Q2 2023Q2 20231
Leucadia National 110.03%0.03%0.03%Q1 2023Q1 20231
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
CAHILL FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q3 2021Q3 20211
ACG Wealth 110.00%0.00%0.00%Q2 2022Q2 20221
BEDEL FINANCIAL CONSULTING INC 110.06%0.06%0.06%Q3 2023Q3 20231
Jolley Asset Management, LLC 110.21%0.21%0.21%Q1 2020Q1 20201
Whitnell & Co. 110.00%0.00%0.00%Q2 2013Q2 20131
NINE MASTS CAPITAL Ltd 111.26%1.26%1.26%Q2 2017Q2 20171
Bridgewater Advisors Inc. 110.21%0.21%0.21%Q3 2022Q3 20221
Krilogy Financial LLC 110.00%0.00%0.00%Q3 2018Q3 20181
SIGNET FINANCIAL MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Arete Wealth Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
NAVELLIER & ASSOCIATES INC 110.10%0.10%0.10%Q3 2023Q3 20231
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Risk Paradigm Group, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Headlands Technologies LLC 110.16%0.16%0.16%Q3 2023Q3 20231
Foundry Partners, LLC 110.36%0.36%0.36%Q3 2019Q3 20191
Westbourne Investment Advisors, Inc. 110.08%0.08%0.08%Q3 2018Q3 20181
DRW SECURITIES, L.L.C. 110.00%0.00%0.00%Q3 2022Q3 20221
CBIZ Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Hudson Bay Capital Management LP 110.01%0.01%0.01%Q3 2018Q3 20181
OPTIONS SOLUTIONS, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Capital Square, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
WBI INVESTMENTS, LLC 110.43%0.43%0.43%Q3 2017Q3 20171
Venture Visionary Partners LLC 110.01%0.01%0.01%Q2 2022Q2 20221
1900 WEALTH MANAGEMENT LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Gyon Technologies Capital Management, LP 110.11%0.11%0.11%Q4 2021Q4 20211
Beck Bode, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Aperture Investors, LLC 110.09%0.09%0.09%Q2 2021Q2 20211
Hamilton Capital, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
CERTUITY, LLC 110.04%0.04%0.04%Q3 2021Q3 20211
Woodline Partners LP 110.09%0.09%0.09%Q1 2022Q1 20221
PNC Managed Account Solutions, Inc. 110.02%0.02%0.02%Q2 2021Q2 20211
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Single Point Partners, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
PSI Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FIRST NIAGARA BANK 110.04%0.04%0.04%Q2 2013Q2 20131
TIAA CREF INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q1 2017Q1 20171
TOBIAS FINANCIAL ADVISORS, INC. 112.63%2.63%2.63%Q4 2021Q4 20211
Enterprise Trust & Investment Co 110.00%0.00%0.00%Q2 2022Q2 20221
Horrell Capital Management, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Visium Asset Management, LP 110.01%0.01%0.01%Q3 2013Q3 20131
Dorsey Wright & Associates 110.01%0.01%0.01%Q2 2013Q2 20131
TWINBEECH CAPITAL LP 110.01%0.01%0.01%Q3 2022Q3 20221
CAAS CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q4 2020Q4 20201
LOEB PARTNERS CORP 110.74%0.74%0.74%Q1 2019Q1 20191
Visionary Wealth Advisors 110.02%0.02%0.02%Q4 2022Q4 20221
Mine & Arao Wealth Creation & Management, LLC. 110.00%0.00%0.00%Q2 2023Q2 20231
NWK Group, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Aveo Capital Partners, LLC 110.07%0.07%0.07%Q4 2016Q4 20161
Adams Wealth Management 110.00%0.00%0.00%Q3 2020Q3 20201
Capital Advisory Group Advisory Services, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Capital Wealth Alliance, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Financial Engines Advisors L.L.C. 110.00%0.00%0.00%Q4 2017Q4 20171
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.02%0.02%0.02%Q3 2020Q3 20201
Montecito Bank & Trust 110.02%0.02%0.02%Q4 2016Q4 20161
MADDEN SECURITIES Corp 110.05%0.05%0.05%Q4 2022Q4 20221
Lehman & Derafelo Financial Resources LLC 110.09%0.09%0.09%Q4 2022Q4 20221
SOLARIS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Keebeck Wealth Management, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
HNP Capital LLC 110.59%0.59%0.59%Q1 2020Q1 20201
GlobalBridge, Inc. 110.16%0.16%0.16%Q2 2013Q2 20131
External links

This page lists all the filers that currently own UNILEVER PLC or have owned UNILEVER PLC in the past.