WP CAREY INC shareholder history

Current and past WP CAREY INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023124
Citadel Advisors 3910.00%0.00%0.02%Q3 2013Q3 202393
CITIGROUP INC 42420.00%0.00%0.02%Q2 2013Q3 202378
Cutler Group LLC / CA 32320.00%0.00%0.03%Q4 2015Q3 202374
WOLVERINE TRADING, LLC 1720.00%0.00%0.03%Q3 2016Q3 202370
GOLDMAN SACHS GROUP INC 4210.00%0.01%0.03%Q4 2012Q3 202367
D. E. Shaw & Co., Inc. 2280.00%0.01%0.03%Q2 2013Q3 202360
UBS Group AG 36360.00%0.03%0.10%Q4 2014Q3 202356
BARCLAYS PLC 42420.00%0.01%0.06%Q2 2013Q3 202351
PEAK6 Investments LLC 1370.00%0.01%0.05%Q3 2018Q3 202348
HSBC HOLDINGS PLC 42420.00%0.01%0.04%Q2 2013Q3 202348
HighTower Advisors, LLC 30110.00%0.03%0.09%Q2 2013Q3 202347
TWO SIGMA INVESTMENTS, LP 2410.00%0.03%0.14%Q4 2013Q1 202345
PEAK6 Group LLC 1540.00%0.02%0.11%Q2 2013Q2 201844
BANK OF MONTREAL /CAN/ 3920.00%0.00%0.02%Q2 2013Q3 202344
MCF Advisors LLC 3110.00%0.01%0.02%Q2 2012Q3 202343
PRIVATE TRUST CO NA 43430.03%0.10%0.18%Q1 2013Q3 202343
WELLS FARGO & COMPANY/MN 42420.00%0.01%0.02%Q2 2013Q3 202343
Zurcher Kantonalbank (Zurich Cantonalbank) 43430.00%0.02%0.10%Q1 2013Q3 202343
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 36360.00%1.54%2.71%Q4 2014Q3 202343
CREDIT SUISSE AG/ 43430.01%0.02%0.04%Q1 2013Q3 202343
BANK OF AMERICA CORP /DE/ 42420.00%0.00%0.02%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.01%0.03%0.08%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 32100.00%0.01%0.03%Q2 2013Q4 202342
Bank of New York Mellon Corp 42420.01%0.01%0.03%Q2 2013Q3 202342
Employees Retirement System of Texas 42420.01%0.05%0.14%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.01%0.03%0.04%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.01%0.04%0.07%Q2 2013Q3 202342
LPL Financial LLC 42420.02%0.05%0.09%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.00%0.00%0.01%Q2 2013Q3 202342
Rock Point Advisors, LLC 42421.02%2.97%5.13%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.03%0.05%0.08%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.00%0.02%0.10%Q2 2013Q3 202342
US BANCORP \DE\ 42420.00%0.01%0.01%Q2 2013Q3 202342
Swiss National Bank 42420.01%0.03%0.08%Q2 2013Q3 202342
STATE STREET CORP 42420.00%0.02%0.05%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.03%0.09%0.16%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.01%0.03%0.06%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.01%0.02%0.04%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.00%0.01%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.06%0.72%1.32%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.00%0.01%0.01%Q2 2013Q3 202342
FMR LLC 42420.00%0.01%0.05%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.00%0.00%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.01%0.02%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.00%0.03%0.08%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.01%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.01%0.03%0.06%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.00%0.02%0.06%Q2 2013Q3 202342
ROYAL BANK OF CANADA 42420.00%0.02%0.05%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.00%0.01%0.02%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.02%0.04%Q2 2013Q3 202342
TEACHER RETIREMENT SYSTEM OF TEXAS 42420.00%0.02%0.22%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.02%0.08%0.20%Q2 2013Q3 202342
Utah Retirement Systems 42420.02%0.04%0.06%Q2 2013Q3 202342
NICHOLAS COMPANY, INC. 42420.09%0.18%0.32%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.01%0.03%0.09%Q2 2013Q3 202342
Creative Planning 42420.00%0.01%0.01%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.01%0.04%0.08%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.01%0.02%0.07%Q2 2013Q3 202342
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 42420.02%0.03%0.05%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.00%0.12%1.70%Q2 2013Q3 202342
BERKSHIRE ASSET MANAGEMENT LLC/PA 42421.11%2.23%4.12%Q2 2013Q3 202342
Wellington Shields Capital Management, LLC 42420.14%0.41%0.80%Q2 2013Q3 202342
Invesco Ltd. 42420.00%0.00%0.01%Q2 2013Q3 202342
Garrison Asset Management, LLC 42420.13%0.18%0.24%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.03%0.15%0.25%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.00%0.01%0.03%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.01%0.04%0.12%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.00%0.02%0.12%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.00%0.02%0.07%Q2 2013Q3 202342
STRS OHIO 42420.03%0.05%0.09%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.01%0.05%0.15%Q2 2013Q3 202342
Legal & General Group Plc 42420.01%0.04%0.09%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.02%0.16%0.34%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.01%0.03%0.04%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.01%0.02%0.04%Q2 2013Q3 202342
BlackRock Inc. 42420.00%0.02%0.05%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.02%0.07%0.12%Q2 2013Q3 202342
State of Alaska, Department of Revenue 42420.04%0.23%0.61%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.00%0.01%0.03%Q2 2013Q3 202342
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.01%0.03%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.01%0.01%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.00%0.00%0.01%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.00%0.01%0.03%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 41410.00%0.02%0.06%Q3 2013Q3 202341
TCI Wealth Advisors, Inc. 41410.01%0.02%0.04%Q1 2013Q1 202341
Advisory Services Network, LLC 27140.02%0.17%0.76%Q2 2013Q3 202341
MANUFACTURERS LIFE INSURANCE COMPANY, THE 21200.00%0.00%0.00%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.01%0.02%0.04%Q2 2013Q2 202341
Wellington Shields & Co., LLC 25160.03%0.67%1.31%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.00%0.02%0.12%Q3 2013Q3 202341
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 41410.00%0.01%0.02%Q3 2013Q3 202341
DIMENSIONAL FUND ADVISORS LP 41410.00%0.05%0.09%Q3 2013Q3 202341
MACQUARIE GROUP LTD 3650.00%0.01%0.01%Q2 2013Q3 202341
AMERICAN INTERNATIONAL GROUP, INC. 24170.00%0.00%0.01%Q2 2013Q3 202341
Janney Montgomery Scott LLC 29120.01%0.03%0.04%Q2 2013Q3 202341
CAPITAL FUND MANAGEMENT S.A. 310.00%0.02%0.10%Q3 2013Q3 202340
HM PAYSON & CO 22180.01%0.01%0.02%Q2 2013Q3 202340
Private Advisor Group, LLC 40400.00%0.09%0.23%Q4 2013Q3 202340
D.A. DAVIDSON & CO. 40400.01%0.03%0.11%Q4 2013Q3 202340
NORGES BANK 40400.00%0.03%0.04%Q1 2013Q4 202240
Cetera Advisors LLC 1840.02%0.10%0.26%Q2 2013Q3 202340
Sumitomo Mitsui DS Asset Management Company, Ltd 3190.00%0.03%0.18%Q2 2013Q3 202340
JANE STREET GROUP, LLC 1510.00%0.00%0.05%Q1 2014Q3 202340
STEPHENS INC /AR/ 3820.01%0.03%0.06%Q3 2013Q3 202340
ASSOCIATED BANC-CORP 39390.03%0.07%0.13%Q1 2014Q3 202339
GLENMEDE TRUST CO NA 2180.00%0.00%0.01%Q2 2013Q3 202339
Gradient Investments LLC 2410.00%0.00%0.01%Q2 2013Q3 202339
SHEETS SMITH WEALTH MANAGEMENT 2410.68%0.92%1.30%Q1 2013Q3 202339
PANAGORA ASSET MANAGEMENT INC 39390.00%0.00%0.01%Q1 2014Q3 202339
ProShare Advisors LLC 39390.01%0.02%0.06%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.00%0.01%0.03%Q1 2014Q3 202339
Financial Management Professionals, Inc. 39390.01%0.02%0.06%Q1 2014Q3 202339
REGIONS FINANCIAL CORP 3080.00%0.00%0.01%Q2 2013Q2 202338
VIRGINIA RETIREMENT SYSTEMS ET AL 2450.01%0.15%0.56%Q4 2013Q3 202338
Covington Capital Management 38380.02%0.03%0.11%Q2 2013Q3 202238
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2810.00%0.00%0.01%Q2 2013Q3 202338
THRIVENT FINANCIAL FOR LUTHERANS 21170.00%0.01%0.02%Q2 2013Q3 202338
KARPAS STRATEGIES, LLC 38381.35%2.14%2.81%Q2 2014Q3 202338
COMERICA BANK 38380.00%0.01%0.01%Q3 2013Q4 202238
Joel Isaacson & Co., LLC 27110.02%0.04%0.08%Q1 2014Q3 202338
MUFG Americas Holdings Corp 38380.00%0.00%0.01%Q2 2013Q3 202238
COMMERCE BANK 38380.01%0.04%0.10%Q2 2014Q3 202338
M&T BANK CORP 37370.00%0.00%0.01%Q3 2014Q3 202337
ENVESTNET ASSET MANAGEMENT INC 3160.00%0.01%0.03%Q2 2013Q3 202337
SPIRIT OF AMERICA MANAGEMENT CORP/NY 37370.22%0.39%0.58%Q3 2014Q3 202337
PRUDENTIAL FINANCIAL INC 3520.00%0.01%0.04%Q2 2014Q3 202337
CWM, LLC 1980.01%0.02%0.05%Q1 2014Q3 202337
THOMPSON SIEGEL & WALMSLEY LLC 37370.00%0.00%0.00%Q3 2014Q3 202337
FRANKLIN RESOURCES INC 24120.00%0.00%0.01%Q2 2013Q3 202336
HUNTINGTON NATIONAL BANK 1710.00%0.00%0.00%Q4 2012Q3 202336
NEW YORK STATE COMMON RETIREMENT FUND 3410.00%0.02%0.04%Q2 2013Q3 202336
AMP Capital Investors Ltd 36360.01%0.03%0.17%Q2 2013Q1 202236
Glassman Wealth Services 36360.01%0.03%0.06%Q4 2014Q3 202336
INSPIRION WEALTH ADVISORS, LLC 36360.55%1.66%3.83%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.00%0.01%0.05%Q4 2014Q3 202336
Tortoise Investment Management, LLC 36360.01%0.03%0.17%Q4 2014Q3 202336
PROFUND ADVISORS LLC 1980.01%0.02%0.04%Q2 2013Q4 202236
KBC Group NV 20160.00%0.02%0.06%Q2 2013Q3 202336
PINNACLE FINANCIAL PARTNERS INC 2640.01%0.06%0.15%Q2 2014Q3 202335
Diligent Investors, LLC 35350.10%0.33%0.65%Q1 2015Q3 202335
WHITTIER TRUST CO 35350.00%0.00%0.02%Q1 2015Q3 202335
Rench Wealth Management, Inc. 35351.03%1.91%3.10%Q1 2015Q3 202335
Plancorp, LLC 2810.01%0.09%0.28%Q4 2013Q3 202335
Brown Advisory Securities, LLC 35350.06%0.18%0.36%Q4 2013Q2 202235
MARK SHEPTOFF FINANCIAL PLANNING, LLC 3140.02%0.22%0.39%Q1 2014Q3 202335
Allworth Financial LP 35350.00%0.06%0.24%Q1 2015Q3 202335
Stratos Wealth Partners, LTD. 3010.01%0.02%0.04%Q4 2014Q3 202334
Columbia Asset Management 1110.07%0.18%0.35%Q4 2013Q3 202334
Raymond James Financial Services Advisors, Inc. 3010.01%0.03%0.21%Q2 2013Q3 202334
DF DENT & CO INC 34340.00%0.01%0.01%Q2 2015Q3 202334
AMALGAMATED BANK 34340.01%0.03%0.08%Q2 2015Q3 202334
MITCHELL SINKLER & STARR/PA 34340.09%0.36%0.72%Q1 2015Q2 202334
MILLENNIUM MANAGEMENT LLC 910.00%0.02%0.18%Q3 2013Q3 202333
BENJAMIN F. EDWARDS & COMPANY, INC. 33330.01%0.04%0.11%Q3 2015Q3 202333
Sigma Planning Corp 3210.03%0.06%0.27%Q4 2014Q3 202333
AllSquare Wealth Management LLC 33330.06%0.12%0.16%Q3 2015Q3 202333
NISA INVESTMENT ADVISORS, LLC 2010.00%0.03%0.05%Q3 2014Q3 202333
Texas Yale Capital Corp. 33330.04%0.09%0.13%Q3 2015Q3 202333
Cetera Advisor Networks LLC 2110.01%0.04%0.10%Q3 2013Q3 202333
NORTHSTAR INVESTMENT ADVISORS LLC 33330.04%1.45%2.08%Q2 2013Q2 202133
CIBC Asset Management Inc 2710.00%0.00%0.02%Q3 2014Q3 202332
OPTIMUM INVESTMENT ADVISORS 2820.02%0.15%0.35%Q4 2014Q4 202332
GUYASUTA INVESTMENT ADVISORS INC 20120.03%0.04%0.06%Q1 2014Q3 202332
Carroll Financial Associates, Inc. 2230.00%0.01%0.03%Q2 2013Q4 202132
Fisher Asset Management, LLC 32320.00%0.00%0.00%Q4 2015Q3 202332
Twin Tree Management, LP 1610.00%0.06%0.26%Q3 2015Q2 202332
ZACKS INVESTMENT MANAGEMENT 1530.01%0.29%0.72%Q3 2013Q3 202332
BESSEMER GROUP INC 32320.00%0.01%0.04%Q4 2015Q3 202332
IBM Retirement Fund 17150.02%0.04%0.07%Q2 2013Q1 202232
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1610.00%0.04%0.08%Q2 2014Q2 202331
Carnegie Capital Asset Management, LLC 31310.02%0.10%0.43%Q1 2016Q3 202331
SCHAFER CULLEN CAPITAL MANAGEMENT INC 31310.00%0.00%0.01%Q2 2013Q4 202031
Sheaff Brock Investment Advisors, LLC 31310.04%0.06%0.08%Q1 2016Q3 202331
SCHRODER INVESTMENT MANAGEMENT GROUP 2650.00%0.00%0.01%Q4 2013Q3 202331
JNBA Financial Advisors 2010.00%0.01%0.03%Q1 2014Q2 202331
FIRST MIDWEST BANK TRUST DIVISION 31310.05%0.08%0.12%Q2 2014Q4 202131
WEDBUSH SECURITIES INC 11100.01%0.06%0.14%Q2 2014Q3 202331
Rafferty Asset Management, LLC 31310.00%0.04%0.26%Q2 2014Q4 202131
World Asset Management Inc 2470.01%0.02%0.04%Q2 2013Q3 202131
FCA CORP /TX 2230.09%0.14%0.20%Q2 2014Q2 202231
FORSTA AP-FONDEN 2740.03%0.07%0.21%Q4 2015Q3 202331
Geneos Wealth Management Inc. 31310.07%0.89%1.86%Q1 2016Q3 202331
Brinker Capital Investments, LLC 1860.00%0.01%0.03%Q3 2013Q3 202231
WealthPLAN Partners, LLC 2110.22%0.92%1.62%Q1 2015Q4 202331
IFP Advisors, Inc 17140.00%0.07%0.20%Q4 2015Q3 202331
Cedar Wealth Management, LLC 31310.01%0.03%0.05%Q1 2016Q3 202331
MACKENZIE FINANCIAL CORP 20110.00%0.00%0.02%Q3 2013Q3 202331
Nuveen Asset Management, LLC 20100.00%0.04%0.17%Q3 2013Q3 202330
Tower Research Capital LLC (TRC) 1510.00%0.02%0.06%Q2 2013Q3 202330
First Allied Advisory Services, Inc. 30300.01%0.05%0.10%Q2 2013Q3 202030
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 30300.15%0.49%1.10%Q2 2013Q3 202030
Robeco Institutional Asset Management B.V. 30300.01%0.02%0.08%Q2 2016Q3 202330
AQR Capital Management 30300.00%0.00%0.02%Q2 2016Q3 202330
Oakworth Capital, Inc. 30300.01%0.02%0.05%Q2 2015Q3 202230
Hanson & Doremus Investment Management 2730.01%0.07%0.15%Q3 2015Q3 202330
Johnson Financial Group, Inc. 30300.01%0.01%0.03%Q2 2013Q3 202030
Squarepoint Ops LLC 910.00%0.03%0.13%Q3 2015Q3 202330
CANADA PENSION PLAN INVESTMENT BOARD 17130.00%0.03%0.08%Q3 2013Q3 202330
Private Ocean, LLC 1920.00%0.14%2.01%Q1 2014Q3 202329
SIGNATUREFD, LLC 2310.00%0.01%0.03%Q2 2013Q3 202329
DUPONT CAPITAL MANAGEMENT CORP 2410.01%0.04%0.11%Q4 2015Q2 202329
BRADLEY FOSTER & SARGENT INC/CT 2720.01%0.17%0.42%Q2 2013Q2 202229
TRUIST FINANCIAL CORP 1720.00%0.02%0.04%Q4 2014Q3 202329
B. Riley Wealth Advisors, Inc. 2010.02%0.07%0.12%Q2 2013Q3 202329
Winslow, Evans & Crocker, Inc. 29290.06%0.17%0.46%Q4 2013Q4 202029
SVB WEALTH LLC 19100.00%0.02%0.07%Q4 2014Q3 202329
TWO SIGMA SECURITIES, LLC 1110.00%0.04%0.44%Q2 2016Q3 202329
Private Harbour Investment Management & Counsel, LLC 2710.21%0.90%1.45%Q2 2013Q4 202029
Russell Investments Group, Ltd. 28280.00%0.03%0.16%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.00%0.01%0.02%Q4 2016Q3 202328
Gruss & Co., LLC 28283.15%5.89%9.69%Q2 2013Q1 202028
Fiduciary Trust Co International of Pennsylvania 28280.03%0.11%0.22%Q2 2013Q1 202028
Ancora Advisors LLC 28280.00%0.06%0.13%Q4 2016Q3 202328
Royal Fund Management, LLC 28280.06%0.10%0.14%Q4 2016Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%0.01%0.01%Q2 2013Q1 202028
SYNOVUS FINANCIAL CORP 1610.00%0.00%0.01%Q2 2013Q3 202328
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.08%0.18%Q2 2013Q4 201927
Laurel Wealth Advisors, Inc. 2340.05%0.11%0.18%Q4 2015Q4 202227
Patriot Financial Group Insurance Agency, LLC 27270.01%0.06%0.15%Q4 2016Q2 202327
MML INVESTORS SERVICES, LLC 27270.01%0.03%0.07%Q1 2017Q3 202327
Aperio Group, LLC 27270.00%0.01%0.03%Q2 2014Q4 202027
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 27270.01%0.03%0.08%Q1 2017Q3 202327
NEXT Financial Group, Inc 14130.01%0.04%0.12%Q3 2014Q4 202127
FLAGSHIP HARBOR ADVISORS, LLC 2520.02%0.08%0.16%Q4 2016Q3 202327
Mariner, LLC 27270.01%0.02%0.03%Q1 2017Q3 202327
New England Investment & Retirement Group, Inc. 15120.16%1.50%9.22%Q1 2014Q3 202127
QUADRANT CAPITAL GROUP LLC 27270.01%0.01%0.03%Q1 2017Q3 202327
High Falls Advisors, Inc 1980.08%0.10%0.14%Q4 2015Q3 202227
INSIGHT 2811, INC. 27270.18%0.61%1.09%Q1 2017Q3 202327
WELLINGTON MANAGEMENT GROUP LLP 1260.00%0.00%0.02%Q4 2016Q3 202326
IHT Wealth Management, LLC 2060.00%0.11%0.44%Q4 2016Q3 202326
Renaissance Technologies 1010.00%0.01%0.04%Q2 2013Q2 202326
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 26260.08%0.09%0.11%Q3 2013Q4 201926
BLAIR WILLIAM & CO/IL 26260.01%0.03%0.04%Q2 2017Q3 202326
SALEM INVESTMENT COUNSELORS INC 1880.00%0.01%0.02%Q3 2016Q3 202326
Stellar Capital Management, LLC 15111.40%1.89%2.36%Q4 2013Q2 202026
RMB Capital Management, LLC 26260.02%0.05%0.07%Q2 2017Q3 202326
Advisors Capital Management, LLC 26260.74%1.25%1.88%Q2 2017Q3 202326
First City Capital Management, Inc. 2110.01%0.48%1.66%Q4 2014Q3 202326
Endurance Wealth Management, Inc. 2060.00%0.00%0.00%Q4 2016Q2 202326
TWO SIGMA ADVISERS, LP 2210.00%0.04%0.10%Q2 2014Q2 202126
Noven Financial Group, Inc. 26260.21%0.34%0.50%Q4 2013Q1 202026
RPg Family Wealth Advisory, LLC 2060.63%1.75%2.73%Q1 2016Q3 202226
Horan Capital Advisors, LLC. 26260.53%1.15%1.98%Q2 2017Q3 202326
Sargent Bickham Lagudis LLC 26260.00%0.01%0.02%Q3 2016Q4 202226
Capital Investment Advisory Services, LLC 26260.04%0.11%0.17%Q2 2017Q3 202326
CREDIT AGRICOLE S A 1870.00%0.01%0.01%Q2 2013Q3 202125
AMERICAN CENTURY COMPANIES INC 1110.00%0.03%0.08%Q3 2014Q3 202325
Morse Asset Management, Inc 25250.08%0.26%0.77%Q1 2017Q1 202325
Sandy Spring Bank 2140.01%0.01%0.02%Q2 2013Q3 202325
Penserra Capital Management LLC 1780.00%0.01%0.08%Q4 2015Q3 202325
OPPENHEIMER & CO INC 1210.01%0.01%0.03%Q2 2013Q3 202325
JANUS HENDERSON GROUP PLC 2410.00%0.01%0.14%Q3 2014Q3 202325
PRUDENTIAL PLC 1870.00%0.00%0.01%Q4 2015Q3 202325
BEACON INVESTMENT ADVISORY SERVICES, INC. 25250.04%0.10%0.42%Q3 2017Q3 202325
GRIFFIN ASSET MANAGEMENT, INC. 25250.10%0.19%0.30%Q3 2017Q3 202325
Independent Advisor Alliance 25250.00%0.10%0.25%Q3 2017Q3 202325
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 1960.01%0.25%0.90%Q2 2014Q2 202225
First National Bank of Mount Dora, Trust Investment Services 25250.16%0.22%0.30%Q4 2017Q4 202325
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
Baystate Wealth Management LLC 2010.00%0.01%0.02%Q2 2013Q3 202325
TEACHERS ADVISORS, LLC 24240.01%0.03%0.09%Q2 2013Q1 201924
State of New Jersey Common Pension Fund D 1770.01%0.03%0.05%Q2 2014Q3 202324
A. D. Beadell Investment Counsel, Inc. 24240.64%1.78%2.50%Q2 2014Q1 202024
Skandinaviska Enskilda Banken AB (publ) 2040.00%0.02%0.07%Q4 2015Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.01%0.03%0.06%Q4 2017Q3 202324
Arete Wealth Advisors, LLC 14100.04%0.10%0.21%Q3 2017Q3 202324
Mutual Advisors, LLC 24240.06%0.45%1.13%Q4 2017Q3 202324
CULLEN/FROST BANKERS, INC. 24240.01%0.11%0.20%Q4 2017Q3 202324
ROPES WEALTH ADVISORS LLC 24240.01%0.04%0.08%Q1 2015Q4 202024
Van Hulzen Asset Management, LLC 24240.02%0.06%0.12%Q3 2017Q2 202324
Eldridge Investment Advisors, Inc. 24240.18%0.40%0.68%Q4 2017Q3 202324
Advisors Asset Management, Inc. 1770.00%0.01%0.02%Q2 2016Q2 202224
LexAurum Advisors, LLC 24240.09%0.23%0.43%Q4 2017Q3 202324
LVW Advisors, LLC 1510.04%0.07%0.12%Q4 2014Q3 202324
Wealthcare Advisory Partners LLC 24240.01%0.10%0.16%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.08%0.16%0.31%Q4 2017Q3 202324
Parallax Volatility Advisers, L.P. 810.00%0.00%0.01%Q2 2015Q2 202324
BNP Paribas Asset Management Holding S.A. 2040.00%0.05%0.11%Q4 2015Q3 202324
Maple Capital Management, Inc. 2220.03%0.25%0.57%Q2 2015Q3 202124
CARRET ASSET MANAGEMENT, LLC 1410.03%0.05%0.07%Q2 2016Q3 202324
Sound Income Strategies, LLC 24240.00%0.08%1.53%Q4 2017Q3 202324
Global Retirement Partners, LLC 1160.00%0.02%0.08%Q4 2016Q3 202324
Seneca House Advisors 24241.94%3.76%5.97%Q4 2017Q3 202324
LOS ANGELES CAPITAL MANAGEMENT LLC 1320.00%0.01%0.07%Q1 2015Q1 202224
DIVIDEND ASSETS CAPITAL, LLC 1590.01%0.03%0.08%Q2 2013Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.14%0.36%0.88%Q4 2017Q3 202324
Cubist Systematic Strategies, LLC 1710.00%0.03%0.10%Q3 2015Q2 202324
CREATIVE FINANCIAL DESIGNS INC /ADV 1440.00%0.03%0.05%Q4 2016Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.01%0.02%Q2 2013Q1 201924
CENTAURUS FINANCIAL, INC. 23230.03%0.15%0.38%Q1 2018Q3 202323
Alpha Omega Wealth Management LLC 23230.00%0.16%0.28%Q1 2018Q3 202323
ARGI Investment Services, LLC 23230.01%0.02%0.02%Q2 2017Q4 202223
Capital Analysts, LLC 2030.00%0.00%0.01%Q4 2012Q3 202323
EATON VANCE MANAGEMENT 23230.00%0.01%0.02%Q1 2017Q3 202223
Laffer Tengler Investments, Inc. 23230.15%0.68%1.95%Q2 2013Q4 201823
Treasurer of the State of North Carolina 23230.02%0.04%0.05%Q1 2018Q3 202323
COLDSTREAM CAPITAL MANAGEMENT INC 2210.02%0.08%0.22%Q1 2017Q3 202323
Quantbot Technologies LP 610.00%0.05%0.26%Q4 2013Q2 202323
ASSETMARK, INC 2210.00%0.00%0.00%Q4 2017Q3 202323
VALLEY NATIONAL ADVISERS INC 1250.00%0.00%0.01%Q1 2015Q1 202223
Jacobi Capital Management LLC 1580.01%0.04%0.07%Q2 2016Q3 202323
Mirae Asset Global Investments Co., Ltd. 1030.00%0.03%0.06%Q2 2013Q3 202323
QS Investors, LLC 23230.00%0.04%0.12%Q4 2015Q2 202123
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 23230.01%0.01%0.01%Q2 2013Q4 201823
SHELL ASSET MANAGEMENT CO 2030.02%0.06%0.15%Q4 2016Q3 202323
AdvisorNet Financial, Inc 2210.00%0.18%0.44%Q4 2017Q3 202323
HOWE & RUSLING INC 1210.00%0.02%0.23%Q4 2014Q3 202323
Allen Capital Group, LLC 2030.06%0.14%0.24%Q4 2017Q3 202323
TRUST CO OF VERMONT 1710.00%0.01%0.03%Q2 2017Q3 202322
Vident Investment Advisory, LLC 1570.01%0.05%0.11%Q3 2017Q2 202322
Baird Financial Group, Inc. 22220.00%0.01%0.01%Q2 2018Q3 202322
Conestoga Capital Advisors, LLC 1320.00%0.01%0.02%Q2 2017Q1 202322
Allianz Asset Management GmbH 1010.00%0.02%0.07%Q2 2013Q3 202322
Voya Financial Advisors, Inc. 22220.03%0.04%0.06%Q4 2015Q1 202122
Rodgers Brothers Inc. 2020.08%0.15%0.29%Q1 2014Q2 202122
COZAD ASSET MANAGEMENT INC 22220.39%0.71%1.22%Q2 2018Q3 202322
Horizon Kinetics 2020.00%0.01%0.02%Q2 2013Q4 201822
ENTERPRISE FINANCIAL SERVICES CORP 1750.00%0.02%0.06%Q4 2015Q2 202122
J.P. Morgan Private Wealth Advisors LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 22220.03%0.05%0.08%Q2 2018Q3 202322
Walleye Trading LLC 310.00%0.00%0.01%Q3 2015Q3 202322
Gradient Capital Advisors, LLC 22220.17%1.24%2.95%Q2 2018Q3 202322
New England Research & Management, Inc. 1740.22%0.31%0.40%Q4 2013Q2 202321
BOSTON FAMILY OFFICE LLC 1920.03%0.05%0.09%Q4 2014Q2 202021
Cetera Investment Advisers 21210.04%0.07%0.09%Q3 2018Q3 202321
Heritage Wealth Advisors 21210.00%0.00%0.01%Q3 2018Q3 202321
AMICA MUTUAL INSURANCE CO 1470.01%0.07%0.15%Q2 2013Q1 202121
DnB Asset Management AS 21210.01%0.02%0.02%Q4 2018Q4 202321
SIMPLEX TRADING, LLC 710.00%0.00%0.02%Q4 2014Q2 202321
AGF Investments LLC 940.00%0.04%0.16%Q4 2016Q3 202221
BerganKDV Wealth Management, LLC 21210.00%0.00%0.00%Q2 2018Q2 202321
KEYBANK NATIONAL ASSOCIATION/OH 1010.00%0.00%0.01%Q2 2013Q1 202321
Belpointe Asset Management LLC 21210.03%0.10%0.21%Q3 2018Q3 202321
Kovack Advisors, Inc. 21210.05%0.10%0.17%Q3 2018Q3 202321
MASSMUTUAL TRUST CO FSB/ADV 1110.00%0.00%0.01%Q4 2014Q4 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.03%0.05%Q3 2018Q3 202321
BROWN BROTHERS HARRIMAN & CO 21210.00%0.00%0.00%Q3 2018Q3 202321
APG Asset Management N.V. 1920.00%0.01%0.06%Q4 2017Q3 202321
RFG Advisory, LLC 2010.01%0.11%0.39%Q2 2015Q3 202321
FULLER & THALER ASSET MANAGEMENT, INC. 1620.00%0.01%0.02%Q4 2016Q3 202321
Markel Corporation 21210.85%1.55%2.26%Q2 2013Q2 201821
Steward Partners Investment Advisory, LLC 1830.00%0.01%0.02%Q1 2018Q3 202321
Archer Investment Corp 20200.12%0.21%0.25%Q4 2018Q3 202320
TD ASSET MANAGEMENT INC 20200.00%0.00%0.01%Q4 2018Q3 202320
HighPoint Advisor Group LLC 1410.06%0.47%1.35%Q1 2016Q2 202220
Mitsubishi UFJ Trust & Banking Corp 20200.02%0.03%0.05%Q4 2018Q3 202320
VICTORY CAPITAL MANAGEMENT INC 1730.00%0.01%0.02%Q2 2015Q3 202320
CENTERSQUARE INVESTMENT MANAGEMENT LLC 20200.09%0.72%2.12%Q4 2018Q3 202320
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 20200.01%0.02%0.07%Q4 2018Q3 202320
Cornerstone Wealth Management, LLC 1030.01%0.08%0.13%Q2 2018Q3 202320
TFG Advisers LLC 20200.85%1.21%1.61%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.24%0.82%1.91%Q1 2016Q4 202020
TORONTO DOMINION BANK 20200.00%0.01%0.01%Q4 2018Q3 202320
CAPITAL MANAGEMENT ASSOCIATES /NY/ 1910.54%0.68%0.83%Q2 2013Q1 202020
NAPLES GLOBAL ADVISORS, LLC 1210.03%0.15%0.34%Q4 2013Q3 202320
Focused Wealth Management, Inc 20200.02%0.03%0.08%Q4 2018Q3 202320
NORDEA INVESTMENT MANAGEMENT AB 20200.00%0.01%0.06%Q4 2018Q3 202320
Cribstone Capital Management, LLC 20200.01%0.20%0.57%Q4 2015Q3 202020
BENNICAS & ASSOCIATES, INC. 20200.78%1.02%1.44%Q1 2018Q4 202220
Zions Bancorporation, N.A. 20200.00%0.00%0.00%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.02%0.05%0.07%Q4 2018Q3 202320
HEADINVEST, LLC 1210.02%0.06%0.10%Q3 2014Q3 202320
D.B. Root & Company, LLC 20200.17%0.40%0.73%Q4 2018Q3 202320
People's United Financial, Inc. 610.00%0.02%0.07%Q2 2013Q1 202220
WESTPAC BANKING CORP 20200.01%0.01%0.02%Q4 2018Q3 202320
Integrated Wealth Concepts LLC 20200.03%0.05%0.09%Q4 2018Q3 202320
Dai-ichi Life Insurance Company, Ltd 20200.02%0.06%0.20%Q4 2018Q3 202320
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 20200.02%0.05%0.12%Q4 2018Q3 202320
Global Wealth Management Investment Advisory, Inc. 20200.03%0.08%0.15%Q4 2018Q3 202320
Gulf International Bank (UK) Ltd 20200.03%0.04%0.06%Q4 2018Q3 202320
AE Wealth Management LLC 20200.01%0.04%0.11%Q4 2018Q3 202320
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.00%0.01%0.01%Q4 2014Q3 201920
Meiji Yasuda Asset Management Co Ltd. 20200.02%0.10%0.28%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.01%0.01%0.03%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.01%0.01%0.02%Q4 2018Q3 202320
Old Port Advisors 1810.21%0.39%0.58%Q2 2018Q3 202320
WealthTrust-Arizona, LLC 20200.02%0.03%0.08%Q1 2014Q4 201820
IFM Investors Pty Ltd 20200.03%0.04%0.06%Q4 2018Q3 202320
Vishria Bird Financial Group, LLC 20200.13%0.29%0.64%Q4 2018Q3 202320
COLONY GROUP LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
LEVEL FOUR ADVISORY SERVICES, LLC 1820.01%0.08%0.30%Q4 2016Q2 202320
Paradigm Financial Partners, LLC 20200.07%0.49%1.39%Q4 2018Q3 202320
Bison Wealth, LLC 20200.28%0.90%1.46%Q4 2018Q3 202320
Korea Investment CORP 20200.00%0.01%0.04%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.02%0.04%Q4 2017Q3 202220
Cooper Financial Group 20200.13%0.24%0.38%Q4 2018Q3 202320
Avantax Planning Partners, Inc. 860.00%0.01%0.02%Q4 2016Q3 202320
Wambolt & Associates, LLC 20200.21%0.71%1.42%Q4 2018Q3 202320
Capital Planning Advisors, LLC 20200.04%0.08%0.13%Q4 2018Q3 202320
abrdn plc 20200.00%0.01%0.02%Q4 2018Q3 202320
Wealthstar Advisors, LLC 1090.44%1.01%1.82%Q1 2018Q3 202319
Private Capital Group, LLC 19190.00%0.02%0.04%Q4 2017Q2 202219
Evercore Wealth Management, LLC 19190.00%0.01%0.03%Q2 2013Q4 201719
BB&T SECURITIES, LLC 1810.01%0.10%0.15%Q2 2014Q3 201919
Certified Advisory Corp 1110.00%0.02%0.06%Q4 2017Q3 202319
Arizona State Retirement System 19190.03%0.04%0.12%Q1 2019Q3 202319
DekaBank Deutsche Girozentrale 1810.00%0.01%0.03%Q4 2018Q3 202319
Kingsview Wealth Management, LLC 1360.01%0.03%0.08%Q4 2018Q3 202319
FLC Capital Advisors 19190.26%0.44%0.64%Q4 2018Q2 202319
CITY HOLDING CO 19190.00%0.00%0.00%Q2 2018Q4 202219
MERCER GLOBAL ADVISORS INC /ADV 19190.00%0.02%0.04%Q1 2019Q3 202319
HORIZON KINETICS ASSET MANAGEMENT LLC 19190.02%0.02%0.03%Q1 2019Q3 202319
V Wealth Advisors LLC 1110.01%0.28%0.56%Q2 2017Q2 202319
FineMark National Bank & Trust 1510.01%0.07%0.14%Q2 2013Q3 201919
SRS Capital Advisors, Inc. 1020.11%0.19%0.37%Q3 2018Q3 202319
EXANE DERIVATIVES 1810.00%0.00%0.00%Q4 2014Q1 202219
Mirador Capital Partners LP 19190.09%0.15%0.27%Q4 2018Q2 202319
Amica Retiree Medical Trust 1270.02%0.09%0.20%Q4 2013Q1 202119
Beacon Pointe Advisors, LLC 1450.02%0.09%0.18%Q4 2018Q3 202319
Brookstone Capital Management 1020.00%0.01%0.02%Q2 2015Q3 202319
AVIVA PLC 19190.02%0.02%0.04%Q1 2019Q3 202319
Rockefeller Capital Management L.P. 1540.00%0.00%0.01%Q4 2018Q3 202319
CADENCE CAPITAL MANAGEMENT LLC 1720.01%0.03%0.04%Q3 2013Q3 201819
SOLARIS ASSET MANAGEMENT LLC 19190.02%0.03%0.12%Q2 2013Q4 201719
MARTINGALE ASSET MANAGEMENT L P 19190.03%0.27%0.38%Q3 2014Q1 201919
VAN ECK ASSOCIATES CORP 19190.01%0.01%0.02%Q1 2019Q3 202319
BUCKINGHAM STRATEGIC WEALTH, LLC 19190.00%0.02%0.06%Q1 2019Q3 202319
Stanley-Laman Group, Ltd. 1810.05%0.57%1.97%Q1 2014Q4 201919
Cannell & Co. 19190.07%0.95%3.34%Q2 2013Q4 201719
ROYAL LONDON ASSET MANAGEMENT LTD 19190.02%0.03%0.04%Q1 2019Q3 202319
PHILADELPHIA TRUST CO 19190.04%0.05%0.06%Q1 2019Q3 202319
Cornerstone Wealth Group, LLC 19190.05%0.15%0.33%Q1 2019Q3 202319
Campbell Wealth Management 1090.03%0.07%0.18%Q4 2018Q3 202319
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.06%0.11%0.38%Q1 2016Q3 202219
OneDigital Investment Advisors LLC 1510.00%0.02%0.04%Q1 2018Q3 202318
Legg Mason Asset Management (Japan) Co., Ltd. 1350.14%0.39%0.64%Q2 2017Q4 202118
Commonwealth Equity Services, Inc 18180.18%0.25%0.35%Q2 2013Q3 201718
GAMCO INVESTORS, INC. ET AL 18180.01%0.01%0.02%Q2 2019Q3 202318
SUNTRUST BANKS INC 1110.00%0.00%0.01%Q1 2014Q3 201918
RPG Investment Advisory, LLC 18180.00%0.01%0.01%Q2 2017Q3 202118
SeaBridge Investment Advisors LLC 1530.00%0.69%0.92%Q2 2016Q2 202318
PARAMETRIC PORTFOLIO ASSOCIATES LLC 18180.00%0.01%0.02%Q4 2017Q1 202218
WHALEROCK POINT PARTNERS, LLC 910.08%0.15%0.22%Q1 2015Q2 202218
LINCOLN NATIONAL CORP 1440.01%0.01%0.04%Q1 2019Q3 202318
GATEWAY INVESTMENT ADVISERS LLC 18180.03%0.08%0.14%Q2 2019Q3 202318
UBS AG 660.00%0.03%0.11%Q2 2013Q3 201418
NewEdge Advisors, LLC 810.01%0.04%0.10%Q4 2016Q3 202318
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 1620.02%0.03%0.06%Q2 2013Q4 201718
TOWNSQUARE CAPITAL LLC 1170.01%0.02%0.08%Q4 2018Q3 202318
National Pension Service 18180.00%0.03%0.06%Q2 2019Q3 202318
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.04%0.05%0.06%Q4 2015Q1 202018
Semmax Financial Advisors Inc. 1710.01%0.02%0.08%Q4 2018Q3 202318
Princeton Global Asset Management LLC 18180.01%0.02%0.04%Q2 2019Q3 202318
NATIONAL PLANNING CORP 18180.04%0.12%0.17%Q2 2013Q3 201718
JAG CAPITAL MANAGEMENT, LLC 18180.11%0.17%0.30%Q2 2019Q3 202318
Achmea Investment Management B.V. 1170.01%0.03%0.07%Q1 2019Q3 202318
Zhang Financial LLC 18180.14%1.04%1.89%Q1 2014Q2 201818
Weaver Consulting Group 18180.85%1.35%1.59%Q2 2019Q3 202318
Alpha Cubed Investments, LLC 1440.02%0.03%0.04%Q1 2019Q3 202318
TUDOR INVESTMENT CORP ET AL 410.00%0.05%0.33%Q3 2014Q3 202318
Andra AP-fonden 1260.10%0.15%0.23%Q1 2019Q3 202318
Capital Advisory Group Advisory Services, LLC 1310.01%0.07%0.19%Q4 2018Q3 202318
Atria Investments, Inc 1210.01%0.03%0.04%Q3 2018Q3 202318
Chicago Partners Investment Group LLC 1610.03%0.04%0.08%Q4 2014Q3 201918
Candriam S.C.A. 17170.00%0.01%0.07%Q3 2019Q3 202318
BALDWIN BROTHERS LLC/MA 17170.00%0.02%0.07%Q2 2019Q2 202317
Pensionfund Sabic 17170.16%0.60%0.93%Q4 2019Q4 202317
PATTON ALBERTSON MILLER GROUP, LLC 17170.06%0.22%0.50%Q2 2019Q2 202317
Community Capital Management, LLC 1420.01%1.40%2.84%Q4 2018Q2 202317
Presima Securities ULC 1430.23%2.65%7.36%Q4 2018Q3 202317
Jefferies Group LLC 810.00%0.00%0.01%Q2 2014Q3 202117
SEEYOND 17170.04%0.20%0.38%Q4 2018Q4 202217
B. Riley Wealth Management, Inc. 630.00%0.03%0.05%Q2 2014Q2 202217
EXCHANGE TRADED CONCEPTS, LLC 17170.14%0.33%1.55%Q4 2019Q4 202317
PRING TURNER CAPITAL GROUP INC 17172.14%2.62%3.23%Q4 2014Q4 201817
Global X Management CO LLC 1430.00%0.05%0.14%Q2 2013Q2 201817
MEEDER ASSET MANAGEMENT INC 1120.00%0.01%0.04%Q1 2017Q3 202217
Pensionfund DSM Netherlands 17170.22%1.13%2.02%Q4 2019Q4 202317
Sawyer & Company, Inc 17170.12%0.38%0.51%Q3 2019Q3 202317
Crestwood Advisors Group, LLC 17170.01%0.02%0.06%Q3 2019Q3 202317
WFG Advisors, LP 17170.01%0.04%0.09%Q2 2013Q2 201717
Dougherty Wealth Advisers LLC 1520.04%0.07%0.12%Q4 2018Q1 202317
Personal Capital Advisors Corp 17170.00%0.00%0.01%Q4 2018Q4 202217
STATE OF MICHIGAN RETIREMENT SYSTEM 17170.10%0.13%0.16%Q2 2013Q2 201717
Truvestments Capital LLC 1520.01%0.72%1.23%Q2 2019Q3 202317
Physician Wealth Advisors, Inc. 17170.07%0.13%0.19%Q3 2019Q3 202317
NN Investment Partners Holdings N.V. 940.01%0.07%0.15%Q1 2016Q1 202217
CAMBRIDGE TRUST CO 510.00%0.01%0.02%Q2 2013Q4 202217
KNOTT DAVID M 17170.12%0.18%0.23%Q3 2017Q3 202117
Schonfeld Strategic Advisors LLC 1010.00%0.09%0.25%Q4 2017Q3 202317
Redpoint Investment Management Pty Ltd 17170.02%0.09%0.18%Q3 2018Q3 202217
Richard P Slaughter Associates Inc 17170.31%0.41%0.60%Q4 2019Q4 202317
CHICAGO EQUITY PARTNERS LLC 1020.01%0.14%0.37%Q3 2014Q1 202017
Sonora Investment Management, LLC 730.01%0.06%0.28%Q3 2015Q3 202117
BOSTON FINANCIAL MANGEMENT LLC 16160.02%0.02%0.03%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.11%0.15%0.20%Q4 2019Q3 202316
PGGM Investments 1150.01%0.82%2.42%Q3 2019Q3 202316
IAG Wealth Partners, LLC 16160.04%0.09%0.23%Q4 2019Q3 202316
Barnett & Company, Inc. 1420.02%0.05%0.19%Q1 2016Q2 202116
Plante Moran Financial Advisors, LLC 16160.01%0.02%0.03%Q4 2017Q3 202116
Simplicity Solutions, LLC 970.01%0.04%0.09%Q4 2018Q2 202316
Monterey Private Wealth, Inc. 16160.10%0.17%0.25%Q4 2019Q3 202316
NewFocus Financial Group, LLC 16160.83%1.29%1.58%Q1 2017Q4 202016
WASHINGTON TRUST Co 1510.00%0.00%0.01%Q2 2018Q3 202316
Spot Trading L.L.C 510.00%0.01%0.04%Q3 2013Q4 201616
Kerntke Otto McGlone Wealth Management Group 16160.37%0.97%1.95%Q4 2019Q3 202316
Banque Cantonale Vaudoise 16160.01%0.03%0.13%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.00%0.00%0.01%Q4 2019Q3 202316
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.05%0.14%Q4 2017Q3 202316
Kathmere Capital Management, LLC 16160.04%0.10%0.26%Q4 2019Q3 202316
Capital Square, LLC 16162.40%2.86%3.62%Q4 2019Q3 202316
Detalus Advisors, LLC 16160.10%0.25%0.42%Q4 2019Q3 202316
Austin Private Wealth, LLC 16160.06%0.14%0.32%Q4 2019Q3 202316
CLEAR STREET MARKETS LLC 710.00%0.04%0.14%Q2 2014Q3 202316
Equitable Holdings, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.16%0.38%0.55%Q4 2019Q3 202316
EWG Elevate Inc. 16160.86%2.97%6.20%Q4 2019Q3 202316
APG Asset Management US Inc. 1150.04%0.46%0.83%Q4 2013Q3 202316
CLIENT 1ST ADVISORY GROUP, LLC 16160.40%0.56%0.91%Q4 2019Q3 202316
Adams Wealth Management 16160.22%0.45%1.09%Q4 2019Q3 202316
Vestcor Inc 16160.01%0.04%0.14%Q4 2019Q3 202316
Evanson Asset Management, LLC 730.02%0.15%0.41%Q4 2018Q3 202316
Parkside Financial Bank & Trust 970.00%0.00%0.01%Q1 2018Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.01%0.02%Q4 2019Q3 202316
RB Capital Management, LLC 16160.14%0.42%0.60%Q4 2019Q3 202316
Insight Wealth Partners, LLC 16160.10%0.48%0.88%Q4 2019Q3 202316
Verition Fund Management LLC 210.00%0.02%0.08%Q2 2014Q3 202316
OSAIC HOLDINGS, INC. 15150.03%0.06%0.09%Q1 2020Q3 202315
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 15150.16%0.22%0.26%Q1 2020Q3 202315
BTC Capital Management, Inc. 15150.03%0.04%0.06%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.01%0.02%0.03%Q2 2013Q4 201615
Aurora Private Wealth, Inc. 960.41%0.64%1.32%Q4 2019Q3 202315
BEACON TRUST CO 15150.38%0.44%0.49%Q3 2013Q1 201715
HHM Wealth Advisors, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
VISTA INVESTMENT MANAGEMENT 15150.23%0.48%0.59%Q1 2020Q3 202315
MSI Financial Services Inc 15150.01%0.02%0.04%Q2 2013Q4 201615
MA Private Wealth 820.05%0.07%0.08%Q4 2018Q4 202215
J.W. COLE ADVISORS, INC. 1410.05%0.09%0.18%Q4 2019Q3 202315
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Argent Trust Co 1020.02%0.06%0.10%Q3 2017Q3 202315
FRONTIER CAPITAL MANAGEMENT CO LLC 15150.00%0.00%0.00%Q3 2014Q1 201815
North Star Investment Management Corp. 1230.00%0.01%0.02%Q2 2017Q3 202315
CENTRAL TRUST Co 960.00%0.00%0.01%Q1 2014Q3 202315
REAL ESTATE MANAGEMENT SERVICES LLC 15150.26%1.23%3.29%Q2 2013Q4 201615
Mercer Capital Advisers, Inc. 15150.04%0.04%0.05%Q4 2014Q2 201815
Douglass Winthrop Advisors, LLC 1410.01%0.03%0.08%Q1 2015Q3 201915
PARK AVENUE SECURITIES LLC 1010.00%0.05%0.09%Q3 2017Q3 202315
Ayrshire Capital Management LLC 15150.32%0.38%0.46%Q4 2019Q2 202315
BLACKROCK ADVISORS LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
Summit Wealth Group, LLC 870.12%0.36%0.61%Q4 2019Q3 202315
D. SCOTT NEAL, INC. 1020.08%0.10%0.14%Q1 2016Q2 202215
Capital Investment Advisors, LLC 1110.01%0.01%0.03%Q2 2016Q4 202315
BlackRock Japan Co. Ltd 15150.00%0.00%0.00%Q2 2013Q4 201615
Advisor Group, Inc. 15150.02%0.03%0.05%Q2 2016Q4 201915
Virtu Financial LLC 410.03%0.05%0.09%Q4 2015Q2 202315
MADDEN SECURITIES Corp 1410.24%0.32%0.58%Q4 2019Q3 202315
BlackRock Group LTD 15150.00%0.02%0.02%Q2 2013Q4 201615
TOBAM 1320.00%0.02%0.16%Q4 2019Q3 202315
BlackRock Institutional Trust Company, N.A. 15150.02%0.03%0.04%Q2 2013Q4 201615
Vestmark Advisory Solutions, Inc. 1310.03%0.04%0.05%Q3 2019Q2 202314
AMICA PENSION FUND BOARD OF TRUSTEES 14140.02%0.05%0.07%Q2 2013Q3 201614
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1040.04%0.07%0.10%Q1 2020Q3 202314
KINGS POINT CAPITAL MANAGEMENT 14140.01%0.01%0.02%Q4 2018Q1 202214
Total Clarity Wealth Management, Inc. 1220.19%0.57%0.98%Q4 2019Q2 202314
Jackson Wealth Management, LLC 610.04%0.09%0.33%Q3 2019Q3 202314
Chesley Taft & Associates LLC 1130.02%0.03%0.07%Q3 2019Q2 202314
MGO ONE SEVEN LLC 1110.02%0.04%0.07%Q4 2017Q3 202314
FAIRFIELD, BUSH & CO. 1210.01%0.12%0.18%Q3 2018Q2 202314
REILLY FINANCIAL ADVISORS, LLC 1220.00%0.01%0.01%Q2 2015Q4 202114
WELCH CAPITAL PARTNERS LLC/NY 14141.35%2.90%3.38%Q3 2014Q4 201714
Laird Norton Wetherby Wealth Management, LLC 860.01%0.03%0.04%Q4 2018Q3 202314
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.00%0.02%Q3 2017Q3 202314
Livforsakringsbolaget Skandia, Omsesidigt 14140.00%0.01%0.02%Q4 2018Q1 202214
Bruderman Asset Management, LLC 810.03%0.04%0.06%Q1 2015Q1 201914
AXA S.A. 410.00%0.00%0.01%Q4 2015Q3 202314
Karpus Management, Inc. 1130.01%0.01%0.01%Q1 2016Q3 201914
XML Financial, LLC 14140.15%0.39%0.68%Q2 2020Q3 202314
Symphony Financial, Ltd. Co. 14140.07%0.11%0.16%Q2 2020Q3 202314
Qube Research & Technologies Ltd 510.00%0.05%0.14%Q2 2018Q3 202314
Paloma Partners Management Co 310.00%0.02%0.06%Q3 2014Q3 202214
EVERGREEN CAPITAL MANAGEMENT LLC 910.01%0.05%0.27%Q1 2018Q2 202314
AMUNDI ASSET MANAGEMENT US, INC. 14140.01%0.02%0.05%Q4 2017Q1 202114
Ellis Investment Partners, LLC 14140.01%0.04%0.07%Q2 2019Q3 202214
Moors & Cabot, Inc. 1220.03%0.11%0.15%Q3 2019Q3 202314
DUBUQUE BANK & TRUST CO 1130.00%0.00%0.00%Q1 2014Q3 201714
AlphaCrest Capital Management LLC 14140.04%0.08%0.22%Q2 2019Q3 202214
WESTPORT RESOURCES MANAGEMENT INC 14140.02%0.05%0.11%Q2 2013Q3 201614
Landmark Financial Advisors, LLC 14140.23%0.32%0.38%Q1 2020Q2 202314
Valeo Financial Advisors, LLC 810.00%0.01%0.03%Q2 2018Q3 202314
H&H Retirement Design & Management INC 1130.20%0.28%0.40%Q1 2020Q3 202314
MERITAGE PORTFOLIO MANAGEMENT 14140.11%0.25%0.34%Q2 2020Q3 202314
Handelsbanken Fonder AB 14140.02%0.04%0.09%Q2 2020Q3 202314
Sequoia Financial Advisors, LLC 820.01%0.03%0.14%Q3 2019Q3 202314
AVALON CAPITAL MANAGEMENT 1040.14%0.31%0.71%Q3 2013Q3 202314
Harvest Fund Management Co., Ltd 1220.00%0.01%0.02%Q1 2020Q3 202314
Ellevest, Inc. 14140.00%0.01%0.02%Q4 2019Q1 202314
CIBC Private Wealth Group, LLC 1110.00%0.01%0.01%Q3 2017Q3 202313
Altshuler Shaham Ltd 760.00%0.00%0.01%Q2 2018Q2 202313
Westend Capital Management, LLC 1210.34%0.41%0.52%Q2 2013Q3 201613
HANCOCK WHITNEY CORP 940.02%0.02%0.02%Q1 2014Q3 201713
GSA CAPITAL PARTNERS LLP 210.01%0.06%0.26%Q2 2014Q2 202313
RMR Advisors LLC 760.03%0.29%0.42%Q2 2013Q4 201813
CRAWFORD INVESTMENT COUNSEL INC 13130.07%0.26%0.52%Q3 2020Q3 202313
PUTNAM INVESTMENTS LLC 920.00%0.01%0.02%Q4 2013Q3 201813
First Heartland Consultants, Inc. 13130.03%0.07%0.15%Q2 2020Q2 202313
KANALY TRUST CO 13130.02%0.02%0.03%Q4 2013Q4 201613
HRT FINANCIAL LP 610.02%0.07%0.14%Q2 2018Q2 202313
EII CAPITAL MANAGEMENT, INC. 1120.42%0.90%1.47%Q4 2017Q3 202113
Te Ahumairangi Investment Management Ltd 13130.52%0.76%0.93%Q3 2020Q3 202313
Founders Financial Alliance, LLC 13130.20%0.46%0.60%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.01%0.01%0.01%Q3 2020Q3 202313
Key FInancial Inc 1210.02%0.05%0.07%Q1 2020Q3 202313
Field & Main Bank 540.01%0.02%0.04%Q2 2014Q4 201913
Core Wealth Advisors, Inc. 13130.01%0.01%0.02%Q3 2020Q3 202313
Western Wealth Management, LLC 760.03%0.10%0.24%Q4 2018Q3 202313
JANICZEK WEALTH MANAGEMENT, LLC 13130.00%0.01%0.02%Q3 2020Q3 202313
CG Asset Management LLC 13130.22%0.42%0.66%Q4 2013Q4 201613
Community Bank, N.A. 13130.00%0.00%0.01%Q4 2017Q4 202013
Sowell Financial Services LLC 720.01%0.05%0.12%Q4 2018Q3 202313
AlphaStar Capital Management, LLC 810.02%0.04%0.06%Q4 2017Q1 202313
MISSION WEALTH MANAGEMENT, LP 1120.01%0.12%0.35%Q4 2018Q1 202313
Independence Wealth Advisors, Inc. 13130.50%0.79%1.23%Q4 2017Q4 202013
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.00%Q4 2019Q4 202213
Wealthspire Advisors, L.P. 760.00%0.00%0.01%Q4 2015Q1 201913
Inspire Investing, LLC 13130.10%0.21%0.30%Q3 2020Q3 202313
Avior Wealth Management, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
MARSHWINDS ADVISORY CO 12120.20%0.22%0.25%Q1 2016Q4 201812
Parasol Investment Management, LLC 12120.17%0.29%0.45%Q2 2014Q1 201712
1832 Asset Management L.P. 12120.00%0.02%0.04%Q4 2020Q3 202312
FOX RUN MANAGEMENT, L.L.C. 310.13%0.22%0.33%Q4 2015Q3 202312
Highlander Capital Management, LLC 12120.02%0.22%0.31%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.98%1.29%1.91%Q4 2020Q3 202312
Sovereign Financial Group, Inc. 12120.09%0.16%0.21%Q4 2020Q3 202312
MCIA Inc 12120.49%0.67%0.92%Q3 2020Q2 202312
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.17%0.28%0.42%Q4 2020Q3 202312
Perigon Wealth Management, LLC 610.02%0.04%0.07%Q3 2011Q3 202312
MONTAG A & ASSOCIATES INC 12120.00%0.00%0.00%Q4 2020Q3 202312
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.04%0.08%Q4 2018Q3 202112
Concord Wealth Partners 12120.09%0.25%1.15%Q4 2020Q3 202312
Procyon Advisors, LLC 630.00%0.06%0.10%Q4 2019Q3 202312
Capital Asset Advisory Services LLC 12120.02%0.05%0.06%Q2 2020Q1 202312
HoyleCohen, LLC 12120.25%0.60%0.90%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.00%0.00%0.01%Q2 2013Q1 201612
GPS Wealth Strategies Group, LLC 930.07%0.10%0.15%Q3 2020Q3 202312
Forward Management, LLC 520.49%0.92%1.86%Q1 2014Q1 202212
CI INVESTMENTS INC. 930.00%0.00%0.01%Q3 2019Q3 202312
Versant Capital Management, Inc 1020.00%0.01%0.01%Q2 2019Q4 202312
Clearview Wealth Advisors LLC 12120.22%0.28%0.37%Q4 2020Q3 202312
Demars Financial Group, LLC 12120.17%2.14%3.41%Q4 2020Q3 202312
GSI Capital Advisors LLC 910.85%2.42%5.49%Q2 2017Q2 202312
Elo Mutual Pension Insurance Co 12120.03%0.03%0.04%Q4 2020Q3 202312
Financial Architects, Inc 12120.00%0.00%0.00%Q2 2016Q1 201912
LOGAN CAPITAL MANAGEMENT INC 1110.00%0.01%0.02%Q2 2016Q3 202312
Brio Consultants, LLC 12120.06%0.09%0.12%Q4 2018Q3 202112
Flagship Private Wealth, LLC 12120.56%1.04%1.26%Q4 2020Q3 202312
Sunbelt Securities, Inc. 510.02%0.08%0.16%Q4 2018Q3 202312
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 910.00%0.00%0.02%Q1 2019Q4 202212
FIRST NATIONAL TRUST CO 12120.02%0.04%0.04%Q4 2020Q3 202312
MARSHALL WACE, LLP 510.00%0.05%0.35%Q3 2014Q3 202312
TruWealth Advisors, LLC 12120.77%1.15%1.34%Q4 2020Q3 202312
Ironwood Financial, llc 12120.02%0.03%0.04%Q4 2018Q3 202112
Tradition Wealth Management, LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
Teamwork Financial Advisors, LLC 1110.04%0.07%0.12%Q2 2020Q3 202312
Old North State Trust, LLC 660.00%0.00%0.01%Q3 2018Q4 202112
ADVISOR PARTNERS LLC 12120.02%0.02%0.04%Q3 2019Q2 202212
Claraphi Advisory Network, LLC 1110.10%0.33%0.68%Q4 2017Q2 202212
ALLSTATE CORP 12120.03%0.04%0.08%Q1 2020Q4 202212
EP Wealth Advisors, LLC 1110.01%0.03%0.09%Q4 2018Q3 202312
Main Street Financial Solutions, LLC 12120.04%0.05%0.06%Q4 2020Q3 202312
EXCALIBUR MANAGEMENT CORP 12120.85%1.11%1.26%Q4 2020Q3 202312
Financial Avengers, Inc. 12120.00%0.00%0.01%Q4 2020Q3 202312
Apollon Wealth Management, LLC 12120.05%0.08%0.20%Q4 2020Q3 202312
Virtue Capital Management, LLC 840.06%0.11%0.25%Q2 2020Q3 202312
SCHNIEDERS CAPITAL MANAGEMENT LLC 750.04%0.11%0.22%Q1 2016Q2 202312
Virtu KCG Holdings LLC 810.00%0.01%0.03%Q3 2013Q4 201612
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
Stonebridge Capital Advisors LLC 1110.00%0.01%0.01%Q4 2019Q3 202312
Norinchukin Bank, The 12120.00%0.01%0.02%Q4 2020Q3 202312
Spire Wealth Management 11110.00%0.01%0.01%Q1 2021Q3 202311
Inspire Advisors, LLC 1010.03%0.07%0.09%Q4 2020Q3 202311
Accel Wealth Management 1010.05%0.09%0.29%Q4 2020Q3 202311
Oak Harvest Investment Services 11110.33%0.95%1.72%Q4 2020Q2 202311
Kaizen Financial Strategies 920.35%0.45%0.57%Q4 2020Q3 202311
Cannell Capital 11110.30%0.38%0.60%Q2 2013Q4 201511
Colonial Trust Advisors 11110.24%0.46%0.62%Q1 2021Q3 202311
VALLEY WEALTH MANAGERS, INC. 1010.00%0.28%0.41%Q4 2020Q3 202311
Lumature Wealth Partners, LLC 11110.22%0.28%0.41%Q4 2020Q2 202311
Addison Advisors LLC 1010.04%0.07%0.13%Q4 2020Q3 202311
ING GROEP NV 11110.01%0.01%0.02%Q2 2013Q4 201511
Foundry Partners, LLC 740.31%0.66%1.05%Q2 2020Q3 202311
PineBridge Investments, L.P. 920.00%0.01%0.05%Q1 2018Q4 202011
Willingdon Wealth Management 11110.00%0.63%1.08%Q3 2017Q1 202011
Hudson Portfolio Management LLC 11110.65%0.81%0.93%Q1 2021Q3 202311
Prism Advisors, Inc. 520.07%0.10%0.14%Q1 2019Q1 202311
NewSquare Capital LLC 1010.00%0.41%0.75%Q4 2019Q3 202311
Benedetti & Gucer, Inc. 11110.17%0.32%0.42%Q1 2021Q3 202311
Keudell/Morrison Wealth Management 11110.08%0.12%0.25%Q1 2021Q3 202311
Cordasco Financial Network 920.01%0.01%0.01%Q3 2019Q2 202211
Summit X, LLC 11110.15%0.30%0.43%Q2 2017Q4 201911
Fiera Capital Corp 11110.00%0.00%0.00%Q1 2021Q3 202311
WINTON GROUP Ltd 620.01%0.03%0.06%Q1 2018Q3 202111
Creegan & Nassoura Financial Group, LLC 11111.72%2.10%2.39%Q1 2021Q3 202311
Eukles Asset Management 11110.00%0.00%0.00%Q1 2021Q3 202311
MV CAPITAL MANAGEMENT, INC. 11110.02%0.05%0.07%Q1 2021Q3 202311
FORA Capital, LLC 510.04%0.13%0.29%Q4 2019Q3 202311
Braun-Bostich & Associates Inc. 920.06%0.28%0.48%Q4 2017Q3 202011
Blue Chip Wealth Management, Inc. 11110.25%0.37%0.47%Q1 2018Q3 202011
Pinion Investment Advisors, LLC 810.18%0.57%0.82%Q1 2018Q3 202311
PICTET ASSET MANAGEMENT LTD 11110.01%0.01%0.02%Q4 2018Q2 202111
Lido Advisors, LLC 1010.00%0.00%0.01%Q3 2020Q3 202311
Proficio Capital Partners LLC 1010.00%0.01%0.02%Q2 2016Q2 201911
ALPS ADVISORS INC 920.00%0.01%0.01%Q4 2019Q3 202211
Cullen Capital Management, LLC 11110.00%0.01%0.01%Q1 2021Q3 202311
Veritable, L.P. 910.00%0.00%0.01%Q1 2015Q2 202311
Kalos Management, Inc. 910.02%0.15%0.32%Q4 2015Q1 202311
Legacy Financial Advisors, Inc. 11110.36%0.67%0.91%Q4 2017Q2 202011
Private Capital Advisors, Inc. 11111.02%1.65%2.01%Q1 2021Q3 202311
STRATTON MANAGEMENT CO 11110.21%0.31%0.67%Q2 2013Q4 201511
JANUS HENDERSON INVESTORS US LLC 920.00%0.00%0.00%Q3 2013Q4 201611
Gilbert & Cook, Inc. 650.05%0.06%0.08%Q4 2020Q3 202311
Illinois Municipal Retirement Fund 920.01%0.15%0.46%Q4 2019Q3 202311
FEDERATED HERMES, INC. 830.00%0.00%0.00%Q1 2017Q2 202111
Madden Advisory Services, Inc. 710.02%0.02%0.03%Q2 2013Q1 201710
GREENLEAF TRUST 10100.01%0.01%0.01%Q3 2017Q4 201910
Vanguard Personalized Indexing Management, LLC 10100.02%0.05%0.10%Q2 2021Q3 202310
PSI Advisors, LLC 910.05%0.06%0.08%Q4 2019Q3 202310
WOODSTOCK CORP 10100.03%0.03%0.04%Q2 2020Q3 202210
IndexIQ Advisors LLC 10100.00%0.01%0.01%Q4 2019Q1 202210
ROTHSCHILD INVESTMENT LLC /IL 910.02%0.04%0.06%Q4 2014Q2 201710
MetLife Investment Management, LLC 730.00%0.00%0.00%Q3 2018Q3 202310
Epoch Investment Partners, Inc. 10100.32%0.42%0.52%Q1 2021Q2 202310
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 640.01%0.03%0.06%Q3 2020Q3 202310
Versor Investments LP 550.02%0.07%0.14%Q1 2021Q3 202310
Maryland State Retirement & Pension System 640.02%0.03%0.04%Q1 2021Q3 202310
BCS Wealth Management 410.08%0.10%0.16%Q4 2019Q1 202310
ZEVIN ASSET MANAGEMENT LLC 10100.08%0.17%0.25%Q3 2017Q4 201910
Taylor Hoffman Wealth Management 910.04%0.08%0.11%Q4 2017Q2 202010
Lenox Wealth Advisors, LLC 10100.00%0.00%0.00%Q3 2019Q4 202110
Delos Wealth Advisors, LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
M Holdings Securities, Inc. 620.09%0.22%0.28%Q2 2015Q2 202310
TECTONIC ADVISORS LLC 10100.06%0.27%0.48%Q1 2021Q2 202310
Allegis Investment Advisors, LLC 10100.20%0.40%0.53%Q4 2015Q1 201810
Essex Savings Bank 730.05%0.09%0.11%Q4 2018Q2 202310
First Horizon Advisors, Inc. 710.00%0.00%0.02%Q4 2018Q3 202310
IFS Advisors, LLC 910.00%0.01%0.02%Q4 2020Q4 202310
Amundi 10100.01%0.01%0.02%Q2 2021Q3 202310
Armbruster Capital Management, Inc. 10100.02%0.03%0.04%Q4 2015Q1 201810
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.06%0.21%Q1 2014Q3 202110
New England Private Wealth Advisors LLC 730.06%0.08%0.09%Q1 2017Q3 201910
CIBC WORLD MARKET INC. 510.00%0.00%0.00%Q4 2015Q3 202110
Freedom Day Solutions, LLC 10100.54%0.79%1.14%Q4 2017Q1 202010
PFG Advisors 10100.02%0.07%0.12%Q1 2021Q2 202310
Xact Kapitalforvaltning AB 10100.00%0.02%0.05%Q4 2017Q1 202010
USCA RIA LLC 710.02%0.11%0.32%Q2 2013Q1 202010
Semper Trust Co. 910.49%0.61%0.73%Q2 2013Q4 201510
HARBOUR INVESTMENTS, INC. 640.01%0.02%0.04%Q1 2021Q3 202310
Horan Securities, Inc. 730.00%0.06%0.09%Q4 2020Q2 202310
Arkadios Wealth Advisors 640.01%0.05%0.10%Q4 2020Q2 202310
HBW ADVISORY SERVICES LLC 10100.06%0.23%0.38%Q2 2021Q3 202310
Krilogy Financial LLC 10100.01%0.03%0.07%Q3 2015Q4 201710
San Luis Wealth Advisors LLC 910.10%0.22%0.39%Q4 2020Q3 202310
Snowden Capital Advisors LLC 730.00%0.01%0.01%Q2 2019Q2 202310
BDO Wealth Advisors, LLC 990.00%0.00%0.00%Q3 2020Q3 20229
ANCHOR CAPITAL ADVISORS LLC 990.05%0.07%0.09%Q2 2013Q2 20159
Parkwood LLC 810.04%0.06%0.09%Q4 2013Q3 20169
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 990.01%0.04%0.06%Q4 2020Q4 20229
Clearstead Advisors, LLC 810.00%0.00%0.00%Q2 2021Q3 20239
MIDDLETON & CO INC/MA 990.08%0.10%0.11%Q4 2015Q4 20179
Ethic Inc. 990.02%0.03%0.03%Q3 2021Q3 20239
Bramshill Investments, LLC 610.07%0.28%0.43%Q2 2019Q3 20239
Wealthfront Advisers LLC 990.00%0.01%0.01%Q3 2021Q3 20239
Elmwood Wealth Management, Inc. 310.01%0.03%0.08%Q1 2018Q1 20219
Regal Investment Advisors LLC 990.02%0.05%0.10%Q2 2013Q2 20159
MBM Wealth Consultants, LLC 990.01%0.03%0.08%Q1 2021Q1 20239
Prairiewood Capital, LLC 990.20%1.30%2.22%Q3 2021Q3 20239
Kercheville Advisors, LLC 990.16%0.23%0.43%Q4 2020Q4 20229
SevenBridge Financial Group, LLC 990.01%0.01%0.02%Q2 2016Q2 20189
Touchstone Capital, Inc. 720.18%0.20%0.24%Q4 2020Q1 20239
HARRELL INVESTMENT PARTNERS, LLC 720.12%0.16%0.22%Q1 2021Q3 20239
RITHOLTZ WEALTH MANAGEMENT 410.01%0.03%0.04%Q1 2019Q2 20239
OLD NATIONAL BANCORP /IN/ 510.01%0.02%0.03%Q2 2013Q2 20239
MACKAY SHIELDS LLC 720.00%0.01%0.04%Q1 2018Q1 20219
BENJAMIN EDWARDS INC 990.01%0.04%0.05%Q3 2021Q3 20239
TLP GROUP LLC 310.00%0.11%0.38%Q4 2015Q3 20189
Doyle Wealth Management 610.02%0.02%0.03%Q4 2018Q3 20229
TPG Financial Advisors, LLC 990.19%0.26%0.35%Q1 2019Q1 20219
FIRST QUADRANT LLC/CA 720.04%0.06%0.10%Q4 2016Q4 20219
Herold Advisors, Inc. 990.46%0.80%1.05%Q3 2021Q3 20239
Integrated Wealth Management 990.10%0.11%0.12%Q1 2015Q1 20179
Dynamic Advisor Solutions LLC 510.03%0.05%0.09%Q4 2018Q3 20239
CAROLINAS WEALTH CONSULTING LLC 540.00%0.01%0.01%Q2 2020Q3 20239
MADISON WEALTH MANAGEMENT 990.19%0.24%0.28%Q2 2021Q2 20239
THOMASPARTNERS, INC. 810.00%0.03%0.06%Q2 2013Q2 20169
Cerity Partners LLC 990.00%0.01%0.01%Q3 2021Q3 20239
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.01%Q2 2013Q2 20159
CAPITAL GUARDIAN TRUST CO 990.00%0.01%0.01%Q4 2013Q4 20159
USS Investment Management Ltd 990.02%0.04%0.05%Q3 2021Q3 20239
Unigestion Holding SA 630.01%0.20%0.75%Q1 2019Q2 20219
HONEYWELL INTERNATIONAL INC 320.01%0.21%0.99%Q3 2014Q2 20199
Joseph P. Lucia & Associates, LLC 540.00%0.01%0.02%Q2 2019Q3 20219
Princeton Alpha Management LP 540.06%0.21%0.29%Q1 2014Q1 20179
SouthState Corp 990.01%0.01%0.02%Q3 2021Q3 20239
BURNEY CO/ 610.01%0.03%0.04%Q2 2013Q3 20239
Raub Brock Capital Management LP 810.04%0.05%0.07%Q1 2021Q2 20239
Ameritas Investment Partners, Inc. 990.00%0.00%0.01%Q4 2015Q4 20179
BROOKS, MOORE & ASSOCIATES, INC. 990.68%1.01%1.14%Q2 2021Q2 20239
Ausdal Financial Partners, Inc. 410.01%0.10%0.24%Q4 2015Q1 20239
CORNERCAP INVESTMENT COUNSEL INC 510.04%0.19%0.32%Q1 2018Q4 20219
Point72 Asset Management, L.P. 310.00%0.01%0.04%Q4 2018Q3 20239
Bay Harbor Wealth Management, LLC 990.02%0.03%0.04%Q4 2018Q4 20209
Poehling Capital Management, INC. 420.08%0.15%0.22%Q4 2017Q1 20219
PATHSTONE FAMILY OFFICE, LLC 610.00%0.00%0.01%Q1 2020Q3 20239
CYPRESS CAPITAL MANAGEMENT LLC 880.08%0.10%0.17%Q4 2014Q3 20168
FourThought Financial, LLC 880.02%0.03%0.04%Q4 2020Q3 20228
Mizuho Trust & Banking Co., Ltd. 880.00%0.00%0.01%Q4 2014Q3 20168
NATIXIS 220.00%0.02%0.08%Q3 2019Q3 20228
C2C Wealth Management, LLC 880.11%0.17%0.21%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.00%0.00%0.01%Q3 2021Q3 20238
MCMILLION CAPITAL MANAGEMENT INC 410.02%0.03%0.04%Q2 2019Q2 20238
Sterling Capital Management LLC 410.00%0.02%0.02%Q1 2015Q2 20188
Homrich & Berg 420.01%0.03%0.08%Q4 2014Q3 20208
Strategic Blueprint, LLC 710.02%0.03%0.05%Q2 2021Q2 20238
Allspring Global Investments Holdings, LLC 880.00%0.00%0.02%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.03%0.04%0.04%Q4 2021Q3 20238
BANK OF NOVA SCOTIA 710.00%0.00%0.00%Q3 2020Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.33%0.48%0.57%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
SOUTH GEORGIA CAPITAL, LLC 880.01%0.03%0.08%Q4 2013Q3 20158
Widmann Financial Services, Inc. 880.32%0.39%0.46%Q4 2021Q3 20238
MKT Advisors LLC 880.45%0.67%0.78%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.43%0.58%0.72%Q4 2021Q3 20238
Covestor Ltd 880.01%0.03%0.07%Q4 2021Q3 20238
City State Bank 880.02%0.03%0.03%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.05%0.09%Q4 2021Q3 20238
Byrne Asset Management LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.14%0.21%0.34%Q4 2021Q3 20238
CIBC WORLD MARKETS CORP 510.04%0.06%0.09%Q4 2020Q1 20238
Aspire Wealth Management Corp 880.16%0.24%0.29%Q4 2021Q3 20238
Granite Investment Advisors, LLC 880.04%0.18%0.35%Q3 2013Q2 20158
McIlrath & Eck, LLC 440.00%0.01%0.02%Q4 2017Q3 20238
Alberta Investment Management Corp 310.00%0.02%0.08%Q1 2017Q3 20238
CVA Family Office, LLC 620.00%0.00%0.00%Q1 2021Q1 20238
FinTrust Capital Advisors, LLC 530.00%0.01%0.02%Q4 2018Q4 20218
Strengthening Families & Communities, LLC 880.00%0.02%0.03%Q4 2021Q3 20238
Texan Capital Management 880.19%0.22%0.25%Q2 2015Q1 20178
Investmark Advisory Group LLC 881.21%1.80%2.24%Q4 2021Q3 20238
Mach-1 Financial Group, LLC 880.00%0.19%0.38%Q4 2021Q3 20238
Marshall Wace North America L.P. 310.00%0.04%0.20%Q4 2013Q3 20218
NKCFO LLC 880.67%1.20%1.64%Q4 2020Q3 20228
CHASE INVESTMENT COUNSEL CORP 880.09%0.46%1.88%Q4 2021Q3 20238
NATIONAL BANK OF CANADA /FI/ 880.00%0.00%0.01%Q4 2021Q3 20238
Edge Wealth Management LLC 880.00%0.00%0.01%Q1 2015Q4 20168
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 880.06%0.07%0.09%Q4 2021Q3 20238
Rehmann Capital Advisory Group 710.01%0.01%0.03%Q1 2018Q2 20228
Bensler, LLC 880.38%0.58%0.77%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
BP PLC 620.02%0.04%0.06%Q2 2019Q2 20218
All Season Financial Advisors, Inc. 880.28%0.49%0.66%Q2 2021Q1 20238
COHEN & STEERS, INC. 320.21%0.58%1.03%Q2 2013Q3 20238
Smithfield Trust Co 880.00%0.00%0.00%Q4 2021Q3 20238
Retirement Group, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.01%0.01%0.01%Q4 2021Q3 20238
Ameritas Investment Company, LLC 320.01%0.02%0.03%Q4 2018Q3 20218
CLINTON GROUP INC 410.02%0.10%0.28%Q4 2013Q2 20178
STEVENS CAPITAL MANAGEMENT LP 310.01%0.04%0.08%Q1 2014Q4 20198
BEAM WEALTH ADVISORS, INC. 880.94%1.07%1.26%Q4 2019Q3 20218
GROUP ONE TRADING, L.P. 610.00%0.00%0.00%Q2 2020Q1 20238
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 410.00%0.02%0.07%Q1 2020Q3 20238
CX Institutional 610.00%0.10%0.18%Q2 2018Q2 20228
ExodusPoint Capital Management, LP 320.01%0.04%0.15%Q1 2020Q3 20238
NuWave Investment Management, LLC 530.00%0.12%0.28%Q3 2020Q3 20228
Rise Advisors, LLC 880.06%0.08%0.09%Q4 2021Q3 20238
UMB Bank, n.a. 880.00%0.00%0.00%Q4 2021Q3 20238
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.01%0.01%0.01%Q2 2017Q4 20198
Brookfield Asset Management 420.11%0.24%0.46%Q1 2019Q4 20218
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
Verdence Capital Advisors LLC 440.02%0.50%1.12%Q2 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.01%0.01%0.02%Q3 2021Q2 20238
WOLFF WIESE MAGANA LLC 880.02%0.03%0.03%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.03%0.04%0.05%Q4 2019Q3 20218
Larson Financial Group LLC 880.02%0.04%0.05%Q4 2021Q3 20238
RESOURCES MANAGEMENT CORP /CT/ /ADV 880.00%0.01%0.09%Q3 2021Q2 20238
Retirement Planning Co of New England, Inc. 880.15%0.20%0.24%Q4 2021Q3 20238
Citizens National Bank Trust Department 880.00%0.00%0.01%Q4 2021Q3 20238
Lucia Wealth Services, LLC 880.02%0.07%0.15%Q4 2018Q3 20208
INVESTMENT CENTERS OF AMERICA INC 880.03%0.04%0.05%Q4 2015Q3 20178
AlphaMark Advisors, LLC 530.00%0.01%0.01%Q3 2021Q3 20238
Bank Julius Baer & Co. Ltd, Zurich 620.00%0.00%0.00%Q1 2020Q2 20238
B. Metzler seel. Sohn & Co. AG 880.00%0.00%0.01%Q4 2021Q3 20238
Ignite Planners, LLC 880.10%0.22%0.31%Q4 2021Q3 20238
LifePlan Financial Group, Inc 880.02%0.03%0.03%Q4 2018Q3 20208
ARBOR CAPITAL MANAGEMENT INC /ADV 880.49%0.58%0.72%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Pure Financial Advisors, LLC 880.01%0.01%0.02%Q3 2021Q2 20238
Ranch Capital Advisors Inc. 880.01%0.01%0.03%Q4 2019Q3 20218
BHF Kleinwort Benson Group S.A. 620.00%0.01%0.02%Q3 2013Q4 20158
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q2 2013Q1 20237
OneAscent Financial Services LLC 410.09%0.15%0.23%Q2 2019Q3 20227
Beacon Capital Management, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Orion Portfolio Solutions, LLC 430.00%0.01%0.02%Q4 2019Q3 20227
Cypress Wealth Advisors LLC 770.10%0.16%0.20%Q3 2015Q1 20177
360 Financial, Inc. 770.13%0.23%0.32%Q1 2022Q3 20237
UNITED SERVICES AUTOMOBILE ASSOCIATION 610.00%0.01%0.02%Q4 2015Q2 20197
Valmark Advisers, Inc. 310.00%0.00%0.01%Q1 2021Q2 20237
Dynamic Technology Lab Private Ltd 110.02%0.06%0.13%Q4 2015Q1 20237
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 770.10%0.13%0.15%Q2 2016Q4 20177
TimeScale Financial, Inc. 770.01%0.01%0.01%Q4 2021Q2 20237
Tradewinds Capital Management, LLC 510.00%0.01%0.03%Q2 2015Q4 20187
Prime Capital Investment Advisors, LLC 520.01%0.02%0.04%Q4 2017Q3 20237
BUCKINGHAM STRATEGIC PARTNERS, LLC 520.01%0.02%0.04%Q4 2021Q3 20237
Holocene Advisors, LP 430.01%0.01%0.01%Q3 2021Q2 20237
Perennial Investment Advisors, LLC 520.05%0.10%0.19%Q4 2019Q3 20237
Tyler-Stone Wealth Management 520.04%0.05%0.07%Q4 2021Q3 20237
Quent Capital, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
SHAPIRO ROBERT N 770.03%0.03%0.03%Q2 2013Q4 20147
Jump Financial, LLC 210.02%0.08%0.24%Q3 2020Q2 20237
Ahrens Investment Partners LLC 610.04%0.15%0.23%Q1 2021Q1 20237
PEDDOCK CAPITAL ADVISORS, LLC 770.18%0.24%0.30%Q1 2022Q3 20237
Yellowstone Partners, LLC 770.17%0.22%0.28%Q4 2013Q2 20157
RESOURCE AMERICA, INC. 771.12%2.45%3.42%Q4 2017Q2 20197
Strategic Wealth Partners, Ltd. 770.00%0.02%0.03%Q1 2018Q3 20197
Bank of New Hampshire 770.01%0.02%0.03%Q1 2022Q3 20237
Clarity Financial LLC 770.05%0.07%0.12%Q4 2020Q2 20227
Roof Eidam Maycock Peralta, LLC 430.07%0.21%0.58%Q4 2014Q2 20237
Campbell & CO Investment Adviser LLC 610.03%0.09%0.14%Q2 2021Q3 20237
GoalVest Advisory LLC 770.02%0.47%0.72%Q2 2022Q4 20237
GUARDIAN CAPITAL LP 610.01%0.17%0.44%Q4 2016Q1 20237
Gideon Capital Advisors, Inc. 210.13%0.25%0.49%Q2 2014Q4 20197
DARK FOREST CAPITAL MANAGEMENT LP 410.00%0.05%0.14%Q2 2021Q3 20237
Granite Bay Wealth Management, LLC 610.04%0.43%0.63%Q4 2021Q3 20237
Iron Horse Wealth Management, LLC 770.00%0.01%0.01%Q1 2022Q3 20237
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
WEALTHSPAN PARTNERS, LLC 770.35%0.55%0.67%Q4 2021Q2 20237
MOTCO 610.00%0.01%0.02%Q3 2014Q3 20237
WORLDQUANT MILLENNIUM ADVISORS LLC 430.01%0.04%0.10%Q2 2021Q3 20237
WEBSTER BANK, N. A. 770.01%0.01%0.02%Q4 2016Q2 20187
Fieldpoint Private Securities, LLC 770.04%0.05%0.06%Q4 2020Q2 20227
Sutton Wealth Advisors Inc. 520.00%0.01%0.02%Q3 2016Q3 20237
SILVERLAKE WEALTH MANAGEMENT LLC 770.14%0.17%0.21%Q4 2021Q2 20237
South Dakota Investment Council 770.03%0.04%0.05%Q1 2022Q3 20237
FDx Advisors, Inc. 770.01%0.02%0.03%Q4 2016Q2 20187
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.06%0.12%Q1 2019Q4 20227
FORTE CAPITAL LLC /ADV 520.14%0.16%0.18%Q3 2014Q2 20167
Impax Asset Management Group plc 770.00%0.00%0.01%Q1 2021Q3 20227
NEIRG Wealth Management, LLC 770.17%0.19%0.23%Q4 2021Q2 20237
Private Advisory Group LLC 430.04%0.18%0.39%Q2 2019Q2 20227
Nelson Capital Management, LLC 770.00%0.00%0.00%Q2 2017Q4 20187
HERBST GROUP, LLC 770.18%0.51%0.73%Q1 2022Q3 20237
Intrua Financial, LLC 770.06%0.07%0.10%Q3 2021Q1 20237
Gary Goldberg Planning Services Inc 770.05%0.06%0.07%Q2 2013Q4 20147
TTP Investments, Inc. 770.16%0.27%0.38%Q4 2021Q2 20237
Benson Investment Management Company, Inc. 771.66%1.78%1.94%Q4 2016Q2 20187
L.M. KOHN & COMPANY 770.08%0.20%0.33%Q1 2022Q3 20237
Warther Private Wealth, LLC 770.20%0.29%0.65%Q2 2021Q4 20227
WealthPlan Investment Management, LLC 611.20%1.60%2.04%Q1 2022Q4 20237
Caption Management, LLC 210.01%0.10%0.30%Q2 2020Q3 20237
Kowal Investment Group, LLC 610.00%0.08%0.11%Q3 2021Q3 20237
Fortitude Advisory Group L.L.C. 770.14%0.22%0.30%Q4 2021Q2 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
NORTHWEST WEALTH MANAGEMENT, LLC 770.06%0.15%0.24%Q1 2018Q3 20197
Csenge Advisory Group 520.00%0.06%0.10%Q3 2017Q4 20207
Atria Wealth Solutions, Inc. 770.05%0.06%0.07%Q1 2022Q3 20237
Transamerica Financial Advisors, Inc. 610.00%0.01%0.01%Q2 2014Q1 20167
Dominick & Dominick LLC 770.43%0.49%0.59%Q2 2013Q4 20147
Quantinno Capital Management LP 610.03%0.06%0.10%Q4 2021Q3 20237
BFSG, LLC 430.04%0.18%0.37%Q4 2018Q3 20237
DELTA ASSET MANAGEMENT LLC/TN 430.00%0.00%0.00%Q2 2021Q3 20237
LS Investment Advisors, LLC 610.00%0.01%0.02%Q4 2017Q1 20207
Round Rock Advisors, LLC 770.09%0.15%0.20%Q1 2022Q3 20237
Thrive Wealth Management, LLC 770.07%0.09%0.11%Q4 2021Q2 20237
Lenox Wealth Management, Inc. 660.06%0.07%0.07%Q1 2019Q2 20206
NATIXIS ADVISORS, L.P. 660.00%0.00%0.00%Q1 2022Q2 20236
D L CARLSON INVESTMENT GROUP INC 660.37%0.62%0.78%Q2 2022Q3 20236
MAI Capital Management 510.00%0.01%0.01%Q1 2022Q3 20236
Jupiter Investment Management Ltd 210.01%0.05%0.10%Q4 2013Q4 20196
INTECH INVESTMENT MANAGEMENT LLC 660.01%0.01%0.01%Q2 2022Q3 20236
THOROUGHBRED FINANCIAL SERVICES, LLC 660.05%0.11%0.14%Q1 2022Q2 20236
Meiji Yasuda Life Insurance Co 310.00%0.01%0.04%Q1 2020Q3 20236
Essex Financial Services, Inc. 330.05%0.06%0.07%Q3 2014Q2 20176
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Bridgewater Associates 310.00%0.01%0.01%Q2 2019Q3 20236
Bangor Savings Bank 660.01%0.02%0.02%Q2 2022Q3 20236
Friedberg Investment Management 660.31%0.42%0.48%Q3 2014Q4 20156
CSat Investment Advisory, L.P. 660.00%0.01%0.01%Q2 2019Q3 20206
JOYN Advisors, Inc. 410.00%0.03%0.07%Q1 2018Q1 20206
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 660.03%0.03%0.04%Q4 2021Q1 20236
Krane Funds Advisors LLC 310.00%0.02%0.04%Q2 2019Q2 20226
Hudock, Inc. 310.00%0.00%0.01%Q2 2017Q3 20226
Stratford Consulting, LLC 660.09%0.11%0.14%Q4 2018Q1 20206
PDT Partners, LLC 510.03%0.19%0.47%Q3 2013Q1 20156
LVZ, Inc. 510.05%0.06%0.06%Q4 2017Q4 20196
Cornerstone Management, Inc. 660.01%0.01%0.01%Q4 2021Q1 20236
Kernodle & Katon Asset Management Group, LLC 660.09%0.68%1.06%Q4 2015Q1 20176
Surevest, LLC 661.18%1.28%1.40%Q2 2021Q3 20226
Crosspoint Capital Strategies, LLC 510.02%0.03%0.09%Q4 2013Q4 20156
HGI Capital Management, LLC 310.70%2.68%5.13%Q1 2019Q3 20216
Point72 Hong Kong Ltd 210.01%0.09%0.26%Q4 2014Q2 20216
Sullivan, Bruyette, Speros & Blaney, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
Elite Wealth Management, Inc. 660.03%0.04%0.06%Q2 2013Q3 20146
Blue Chip Partners, LLC 660.02%0.06%0.14%Q3 2019Q4 20206
XPONANCE, INC. 660.01%0.01%0.01%Q2 2022Q3 20236
Private Vista, LLC 420.22%0.27%0.32%Q4 2018Q2 20206
D'Orazio & Associates, Inc. 330.00%0.00%0.01%Q2 2017Q3 20216
Aptus Capital Advisors, LLC 660.01%0.01%0.01%Q1 2022Q2 20236
Clearwater Capital Advisors, LLC 410.03%0.03%0.04%Q1 2018Q2 20226
Mascoma Wealth Management LLC 660.02%0.13%0.37%Q2 2017Q3 20186
Summit Global Investments 660.46%0.76%1.39%Q4 2018Q1 20206
Family Legacy, Inc. 660.10%0.22%0.29%Q2 2022Q3 20236
Bridgefront Capital, LLC 410.26%0.31%0.39%Q4 2020Q2 20236
Neo Ivy Capital Management 110.00%0.14%0.41%Q1 2019Q3 20226
Monument Capital Management 510.11%0.38%0.68%Q4 2018Q3 20236
Allied Investment Advisors, LLC 660.07%0.08%0.09%Q4 2021Q1 20236
CreativeOne Wealth, LLC 660.01%0.02%0.02%Q1 2022Q2 20236
Quad-Cities Investment Group, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
Financial Gravity Asset Management, Inc. 510.00%0.02%0.07%Q1 2019Q3 20226
LITTLE HOUSE CAPITAL LLC 510.16%0.45%0.62%Q1 2021Q1 20236
Aspire Private Capital, LLC 510.01%0.01%0.01%Q4 2018Q3 20206
Arkos Global Advisors 660.04%0.06%0.08%Q1 2022Q2 20236
Y-Intercept (Hong Kong) Ltd 210.05%0.22%0.38%Q4 2020Q3 20236
BI Asset Management Fondsmaeglerselskab A/S 420.00%0.01%0.02%Q2 2019Q3 20236
Meridian Wealth Partners, LLC 660.01%0.02%0.03%Q4 2019Q1 20216
Venture Visionary Partners LLC 660.03%0.03%0.03%Q2 2021Q3 20226
Avion Wealth 510.00%0.10%0.14%Q3 2021Q3 20236
Atlas Private Wealth Management, LLC 660.04%0.04%0.05%Q4 2019Q1 20216
Cascadia Advisory Services, LLC 310.06%0.09%0.14%Q4 2019Q3 20216
Rosenberg Matthew Hamilton 660.00%0.00%0.00%Q2 2022Q3 20236
Atlas Private Wealth Advisors 660.01%0.01%0.01%Q2 2020Q3 20216
State of Wyoming 660.01%0.01%0.01%Q2 2022Q3 20236
JEPPSON WEALTH MANAGEMENT, LLC 660.35%0.42%0.52%Q2 2022Q3 20236
RITTER DANIHER FINANCIAL ADVISORY LLC 660.12%0.16%0.20%Q4 2020Q1 20226
Freedman Financial Associates, Inc. 660.01%0.01%0.02%Q4 2020Q1 20226
ADVOCATE GROUP LLC 661.07%1.41%1.56%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
EMFO, LLC 660.01%0.01%0.02%Q3 2021Q4 20226
Newbridge Financial Services Group, Inc. 660.02%0.03%0.08%Q2 2022Q3 20236
Knott David M Jr 660.17%0.27%0.42%Q4 2021Q1 20236
Washington Trust Advisors, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
GUARDIAN WEALTH ADVISORS, LLC / NC 660.04%0.07%0.13%Q4 2021Q1 20236
PROVENCE WEALTH MANAGEMENT GROUP 510.03%0.29%0.43%Q4 2021Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.01%0.04%0.13%Q2 2022Q3 20236
BANK OF HAWAII 310.02%0.03%0.03%Q3 2014Q4 20196
STOCK YARDS BANK & TRUST CO 660.03%0.04%0.04%Q2 2013Q3 20146
COMMONWEALTH BANK OF AUSTRALIA 660.00%0.01%0.01%Q1 2018Q2 20196
BARINGS LLC 420.01%0.01%0.01%Q2 2013Q1 20156
MILLER HOWARD INVESTMENTS INC /NY 660.09%0.10%0.12%Q3 2017Q4 20186
ACADIAN ASSET MANAGEMENT LLC 410.00%0.00%0.00%Q1 2019Q1 20226
FIRST FOUNDATION ADVISORS 550.01%0.01%0.01%Q1 2021Q1 20225
Blume Capital Management, Inc. 550.00%0.01%0.01%Q3 2022Q3 20235
Osborn Williams & Donohoe LLC 550.03%0.03%0.04%Q1 2019Q1 20205
Alaska Permanent Fund Corp 320.02%0.02%0.03%Q2 2022Q3 20235
CoreFirst Bank & Trust 550.02%0.02%0.02%Q4 2020Q4 20215
CERTUITY, LLC 550.14%0.20%0.22%Q1 2021Q1 20225
Gator Capital Management, LLC 320.15%0.16%0.18%Q4 2021Q1 20235
HERITAGE WEALTH MANAGEMENT, LLC 410.00%0.00%0.00%Q3 2021Q4 20225
Paragon Capital Management Ltd 550.11%0.17%0.26%Q3 2017Q3 20185
Annex Advisory Services, LLC 320.01%0.01%0.02%Q4 2021Q1 20235
ONTARIO TEACHERS PENSION PLAN BOARD 410.00%0.01%0.01%Q3 2021Q3 20235
Cipher Capital LP 110.22%0.44%0.68%Q3 2019Q2 20235
JSF Financial, LLC 320.09%0.15%0.24%Q2 2019Q2 20225
BARRETT & COMPANY, INC. 550.02%0.03%0.04%Q3 2022Q3 20235
Portfolio Solutions, LLC 550.01%0.01%0.01%Q1 2017Q1 20185
Prudent Man Advisors, LLC 550.26%0.32%0.35%Q2 2022Q2 20235
Bartlett & Co. LLC 310.00%0.00%0.00%Q2 2020Q2 20235
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 550.08%0.11%0.13%Q3 2022Q3 20235
EPG Wealth Management LLC 210.02%0.07%0.10%Q1 2020Q1 20235
DC Investments Management, LLC 550.18%0.34%0.43%Q2 2018Q2 20195
MONETA GROUP INVESTMENT ADVISORS LLC 550.01%0.01%0.02%Q2 2022Q2 20235
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 550.00%0.00%0.00%Q2 2022Q2 20235
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.01%0.01%Q2 2015Q3 20165
Good Life Advisors, LLC 550.03%0.04%0.05%Q3 2021Q3 20225
Terra Nova Asset Management LLC 550.45%0.72%1.62%Q1 2015Q1 20165
ANCORA FAMILY WEALTH ADVISORS, LLC 550.51%0.64%0.72%Q3 2015Q3 20165
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 550.02%0.02%0.02%Q4 2021Q4 20225
HIGH POINT BANK & TRUST CO 550.10%0.11%0.12%Q4 2015Q4 20165
Teza Capital Management LLC 320.05%0.15%0.25%Q2 2019Q3 20215
Paradiem, LLC 550.48%0.75%0.98%Q3 2022Q3 20235
Hilltop Holdings Inc. 410.03%0.03%0.04%Q4 2021Q1 20235
Quadrature Capital Ltd 410.01%0.04%0.09%Q3 2020Q1 20225
Optimal Asset Management, Inc. 550.15%0.23%0.38%Q4 2019Q4 20205
Ledyard National Bank 550.00%0.00%0.01%Q3 2014Q3 20155
BRASADA CAPITAL MANAGEMENT, LP 550.00%0.00%0.00%Q4 2017Q4 20185
PEREGRINE CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q2 2018Q2 20195
OLD REPUBLIC INTERNATIONAL CORP 550.75%0.85%1.04%Q2 2021Q2 20225
Arrow Investment Advisors, LLC 550.18%0.19%0.21%Q2 2021Q2 20225
Gupta Wealth Management LLC 550.08%0.13%0.19%Q1 2015Q1 20165
GLOBEFLEX CAPITAL L P 310.06%0.15%0.25%Q2 2014Q2 20205
FIRST MERCHANTS CORP 550.08%0.08%0.09%Q2 2015Q2 20165
Ranger Global Real Estate Advisors, LLC 312.19%4.80%6.18%Q2 2020Q2 20235
Weiss Multi-Strategy Advisers LLC 310.03%0.54%1.05%Q1 2014Q4 20215
HORIZON BANCORP INC /IN/ 410.01%0.01%0.01%Q4 2019Q4 20225
PUBLIC SECTOR PENSION INVESTMENT BOARD 550.01%0.01%0.01%Q3 2022Q3 20235
Lebenthal Holdings,LLC 550.07%0.09%0.11%Q2 2015Q2 20165
Financial Engines Advisors L.L.C. 550.00%0.00%0.00%Q3 2020Q3 20215
CHILTON CAPITAL MANAGEMENT LLC 310.00%0.00%0.01%Q4 2021Q3 20235
Bogart Wealth, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
ROMANO BROTHERS AND COMPANY 550.34%0.58%0.69%Q3 2022Q3 20235
Walleye Capital LLC 210.00%0.02%0.05%Q2 2020Q3 20235
Quantitative Investment Management, LLC 410.05%0.08%0.12%Q1 2020Q3 20215
FormulaFolio Investments, LLC 310.01%0.01%0.03%Q1 2018Q4 20205
Kore Private Wealth LLC 320.03%0.04%0.05%Q1 2019Q2 20205
BOKF, NA 310.00%0.00%0.01%Q3 2014Q3 20235
SlateStone Wealth, LLC 550.07%0.08%0.09%Q1 2019Q1 20205
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.37%0.66%1.24%Q1 2020Q1 20215
Colonial Trust Co / SC 550.30%0.39%0.45%Q3 2022Q3 20235
Pearl River Capital, LLC 310.01%0.12%0.26%Q3 2019Q4 20215
ADVISOR PARTNERS II, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
Salomon & Ludwin, LLC 410.00%0.00%0.00%Q2 2019Q3 20235
VSR Financial Services, Inc. 550.02%0.03%0.03%Q1 2014Q1 20155
TRANSATLANTIQUE PRIVATE WEALTH LLC 550.23%0.27%0.32%Q2 2022Q2 20235
Redwood Financial Network Corp 550.28%0.42%0.51%Q3 2022Q3 20235
BECK CAPITAL MANAGEMENT, LLC 550.11%0.14%0.16%Q1 2022Q1 20235
Naviter Wealth, LLC 550.15%0.18%0.25%Q3 2022Q3 20235
Walker Asset Management, LLC 550.18%0.20%0.22%Q4 2021Q4 20225
High Net Worth Advisory Group LLC 550.02%0.02%0.03%Q4 2021Q4 20225
OSSIAM 550.00%0.01%0.01%Q3 2022Q3 20235
Human Investing LLC 550.01%0.01%0.02%Q4 2018Q4 20195
Avidian Wealth Solutions, LLC 410.01%0.04%0.10%Q4 2018Q3 20235
Vantage Investment Advisors, LLC 320.00%0.01%0.02%Q1 2016Q3 20185
Rainsberger Wealth Advisors, Inc. 550.30%0.39%0.46%Q3 2022Q3 20235
Checchi Capital Advisers, LLC 210.02%0.03%0.03%Q1 2016Q1 20235
Argentus Capital Management, LLC 550.15%0.26%0.38%Q3 2015Q3 20165
Gibson Wealth Advisors LLC 550.04%0.04%0.04%Q4 2021Q4 20225
Ameliora Wealth Management Ltd. 550.01%0.01%0.01%Q3 2022Q3 20235
Connor, Clark & Lunn Investment Management Ltd. 210.01%0.01%0.01%Q1 2019Q4 20215
UNIONVIEW, LLC 320.21%0.24%0.29%Q4 2021Q1 20235
Ameraudi Asset Management, Inc. 310.07%0.10%0.16%Q4 2019Q4 20225
TD Capital Management LLC 550.01%0.01%0.01%Q2 2019Q2 20205
Long Run Wealth Advisors, LLC 320.08%0.09%0.10%Q4 2021Q1 20235
HAP Trading, LLC 210.00%0.03%0.15%Q4 2020Q2 20235
KEMPNER CAPITAL MANAGEMENT INC. 210.09%0.12%0.13%Q4 2014Q4 20175
Golden State Wealth Management, LLC 310.05%0.07%0.09%Q1 2019Q3 20205
EverSource Wealth Advisors, LLC 550.01%0.02%0.09%Q3 2022Q3 20235
TOKIO MARINE ASSET MANAGEMENT CO LTD 550.02%0.02%0.02%Q3 2022Q3 20235
DFPG INVESTMENTS, LLC 550.03%0.11%0.18%Q3 2022Q3 20235
Accurate Wealth Management, LLC 550.07%0.08%0.10%Q3 2022Q3 20235
Stratos Wealth Advisors, LLC 550.14%0.17%0.20%Q2 2022Q2 20235
CAPTRUST FINANCIAL ADVISORS 550.01%0.01%0.01%Q3 2022Q3 20235
NewEdge Wealth, LLC 550.01%0.01%0.02%Q3 2022Q3 20235
Robertson Stephens Wealth Management, LLC 440.07%0.14%0.20%Q4 2022Q3 20234
SPC Financial, Inc. 440.07%0.08%0.10%Q4 2018Q3 20194
APPLETON PARTNERS INC/MA 310.03%0.04%0.06%Q2 2014Q4 20194
SageView Advisory Group, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
CenterStar Asset Management, LLC 110.00%0.03%0.05%Q2 2021Q4 20214
Lebenthal Asset Management, LLC 440.08%0.08%0.09%Q2 2016Q1 20174
FIDUCIARY TRUST CO 210.00%0.00%0.01%Q3 2019Q4 20224
Capital World Investors 440.04%0.05%0.06%Q2 2022Q1 20234
Colony Family Offices, LLC 440.15%0.16%0.19%Q2 2022Q1 20234
EVERMAY WEALTH MANAGEMENT LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Gyon Technologies Capital Management, LP 310.10%0.20%0.33%Q3 2020Q3 20214
Per Stirling Capital Management, LLC. 440.09%0.13%0.15%Q4 2022Q3 20234
Argent Advisors, Inc. 440.19%0.21%0.24%Q2 2022Q1 20234
Investors Capital Advisory Services 310.04%0.05%0.06%Q1 2014Q2 20164
Ascent Group, LLC 440.26%0.32%0.49%Q2 2022Q1 20234
LOOMIS SAYLES & CO L P 310.00%0.00%0.00%Q2 2016Q3 20184
Clear Creek Financial Management, LLC 440.10%0.15%0.20%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
CIC Wealth, LLC 440.16%0.33%0.46%Q4 2022Q3 20234
Park Place Capital Corp 440.00%0.00%0.00%Q4 2022Q3 20234
Summit Financial Wealth Advisors, LLC 440.03%0.03%0.04%Q4 2014Q3 20154
DUDLEY CAPITAL MANAGEMENT, LLC 440.27%0.38%0.47%Q4 2022Q3 20234
Acorn Wealth Advisors, LLC 310.12%0.17%0.20%Q4 2017Q2 20194
Curi Wealth Management, LLC 310.01%0.02%0.04%Q4 2020Q2 20224
LGT Financial Advisors LLC 441.04%1.38%2.09%Q4 2022Q3 20234
Coppell Advisory Solutions LLC 440.08%0.10%0.11%Q4 2022Q3 20234
Winch Advisory Services, LLC 310.02%0.02%0.02%Q1 2014Q1 20154
McGlone Suttner Wealth Management, Inc. 440.10%0.16%0.23%Q4 2022Q3 20234
Absolute Return Capital, LLC 220.00%0.01%0.02%Q3 2014Q3 20154
Good Harbor Financial, LLC 440.41%0.80%1.08%Q4 2014Q3 20154
NorthRock Partners, LLC 210.02%0.03%0.05%Q4 2019Q3 20224
Richard Bernstein Advisors LLC 440.05%0.06%0.07%Q2 2019Q1 20204
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 440.02%0.02%0.02%Q1 2019Q4 20194
CARY STREET PARTNERS ASSET MANAGEMENT LLC 310.01%0.02%0.05%Q4 2021Q1 20234
Wagner Wealth Management, LLC 440.01%0.01%0.03%Q1 2021Q4 20214
HERITAGE INVESTORS MANAGEMENT CORP 440.01%0.01%0.02%Q1 2019Q4 20194
TriaGen Wealth Management LLC 441.57%1.92%2.59%Q2 2022Q1 20234
M. Kulyk & Associates, LLC 440.06%0.07%0.08%Q3 2022Q2 20234
AEW CAPITAL MANAGEMENT L P 440.25%0.30%0.35%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Pinnacle Wealth Planning Services, Inc. 310.04%0.04%0.04%Q4 2020Q2 20224
GraniteShares Advisors LLC 440.33%0.47%0.59%Q4 2021Q3 20224
Camarda Financial Advisors, LLC 440.05%0.08%0.16%Q3 2018Q2 20194
Crossmark Global Holdings, Inc. 210.01%0.01%0.01%Q3 2016Q1 20234
Concorde Asset Management, LLC 440.26%0.34%0.40%Q2 2016Q1 20174
Syntegra Private Wealth Group, LLC 440.05%0.08%0.13%Q4 2022Q3 20234
Neuburgh Advisers LLC 310.01%0.01%0.01%Q4 2016Q1 20184
Richard W. Paul & Associates, LLC 440.01%0.04%0.05%Q4 2022Q3 20234
DigitalBridge Group, Inc. 310.16%0.92%1.77%Q1 2020Q3 20214
Elkfork Partners LLC 310.01%0.01%0.02%Q4 2016Q1 20184
Resurgent Financial Advisors LLC 440.02%0.02%0.03%Q4 2022Q3 20234
XTX Topco Ltd 210.08%0.14%0.23%Q2 2021Q1 20234
Register Financial Advisors LLC 440.11%0.14%0.18%Q4 2022Q3 20234
WealthSpring Partners, LLC 440.15%0.27%0.41%Q3 2022Q2 20234
Berger Financial Group, Inc 440.05%0.08%0.12%Q4 2022Q3 20234
Adelante Capital Management LLC 220.00%0.01%0.03%Q4 2014Q4 20154
SJS Investment Consulting Inc. 310.01%0.01%0.01%Q1 2022Q1 20234
RIVERHEAD CAPITAL MANAGEMENT LLC 310.01%0.01%0.02%Q4 2016Q1 20184
Glenview Trust Co 440.01%0.01%0.01%Q1 2019Q4 20194
Samalin Investment Counsel, LLC 440.21%0.29%0.35%Q4 2022Q3 20234
Better Money Decisions, LLC 310.02%0.02%0.02%Q1 2021Q2 20224
Gallacher Capital Management LLC 440.13%0.24%0.30%Q4 2022Q3 20234
FSA Wealth Management LLC 310.00%0.01%0.02%Q4 2019Q4 20204
BOSTON ADVISORS LLC 440.08%0.18%0.28%Q4 2018Q3 20194
BAR HARBOR TRUST SERVICES 441.38%1.75%1.96%Q2 2016Q1 20174
Desjardins Global Asset Management Inc. 220.00%0.02%0.05%Q4 2021Q3 20234
SIMON QUICK ADVISORS, LLC 310.00%0.02%0.02%Q1 2020Q3 20214
DUNCKER STREETT & CO INC 440.01%0.01%0.01%Q1 2015Q4 20154
Meadow Creek Investment Management LLC 310.00%0.01%0.02%Q4 2016Q1 20184
Wealth Quarterback LLC 220.00%0.00%0.01%Q4 2019Q3 20214
Legacy Wealth Partners, Inc. 440.18%0.31%0.43%Q4 2019Q3 20204
Hilltop Partners LLC 440.69%1.09%1.52%Q4 2022Q3 20234
Realta Investment Advisors 440.03%0.05%0.06%Q1 2019Q4 20194
PRENTISS SMITH & CO INC 310.01%0.02%0.02%Q3 2017Q3 20184
Asset Dedication, LLC 210.00%0.01%0.03%Q3 2019Q3 20224
DENALI ADVISORS LLC 310.40%1.32%2.02%Q2 2014Q2 20194
MANCHESTER FINANCIAL INC 210.01%0.01%0.02%Q2 2019Q1 20214
DAYMARK WEALTH PARTNERS, LLC 440.02%0.06%0.11%Q4 2022Q3 20234
DELTA LLOYD NV 440.02%0.02%0.03%Q1 2015Q4 20154
OAKBROOK INVESTMENTS LLC 440.02%0.03%0.06%Q1 2019Q4 20194
RFP Financial Group LLC 440.00%0.01%0.01%Q4 2022Q3 20234
AGF MANAGEMENT LTD 440.02%0.02%0.02%Q4 2022Q3 20234
BB&T INVESTMENT SERVICES, INC. 440.01%0.11%0.18%Q1 2017Q4 20174
ORRSTOWN FINANCIAL SERVICES INC 440.00%0.00%0.00%Q3 2017Q2 20184
Orinda Asset Management LLC 310.61%4.13%6.06%Q2 2014Q3 20204
Resolution Capital Ltd 440.54%1.43%1.86%Q2 2022Q1 20234
OPPENHEIMER ASSET MANAGEMENT INC. 310.00%0.01%0.01%Q2 2020Q3 20234
AFFINITY WEALTH MANAGEMENT LLC 310.05%0.27%0.41%Q4 2018Q3 20224
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 440.00%0.03%0.05%Q2 2019Q1 20204
Bedel Financial Consulting, Inc. 440.00%0.00%0.01%Q2 2021Q1 20224
WELCH & FORBES LLC 220.00%0.00%0.00%Q1 2022Q1 20234
Perpetual Ltd 440.02%0.02%0.03%Q2 2014Q1 20154
Edgemoor Investment Advisors, Inc. 440.02%0.03%0.03%Q1 2019Q4 20194
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.07%0.08%0.08%Q4 2017Q3 20184
Corient Private Wealth LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Laraway Financial Advisors Inc 440.15%0.82%1.12%Q4 2022Q3 20234
Glen Harbor Capital Management LLC 310.00%0.01%0.01%Q4 2016Q1 20184
Atom Investors LP 310.02%0.06%0.11%Q4 2018Q2 20204
Baldwin Investment Management, LLC 440.04%0.04%0.04%Q2 2021Q1 20224
Echo Street Capital Management LLC 110.01%0.23%0.48%Q1 2014Q1 20174
Triasima Portfolio Management inc. 440.02%0.15%0.26%Q2 2022Q1 20234
1 NORTH WEALTH SERVICES LLC 220.03%0.03%0.04%Q4 2018Q4 20194
Clal Insurance Enterprises Holdings Ltd 440.00%0.00%0.00%Q1 2021Q4 20214
DRIEHAUS CAPITAL MANAGEMENT LLC 440.03%0.08%0.16%Q1 2014Q4 20144
ARMSTRONG ADVISORY GROUP, INC 440.02%0.03%0.03%Q4 2022Q3 20234
MONEY CONCEPTS CAPITAL CORP 310.01%0.04%0.05%Q1 2022Q1 20234
Prestige Wealth Management Group LLC 310.00%0.00%0.02%Q1 2020Q4 20224
Adams Asset Advisors, LLC 440.04%0.07%0.16%Q4 2022Q3 20234
Heirloom Wealth Management 440.30%0.44%0.62%Q4 2022Q3 20234
ALPHASIMPLEX GROUP, LLC 440.16%0.18%0.19%Q1 2019Q4 20194
Householder Group Estate & Retirement Specialist, LLC 310.01%0.06%0.14%Q3 2022Q3 20234
JB Capital LLC 440.12%0.15%0.18%Q3 2021Q2 20224
FIDGEON TIMOTHY F 440.10%0.11%0.12%Q3 2014Q2 20154
Machina Capital S.A.S. 210.02%0.18%0.31%Q1 2019Q2 20233
Cable Hill Partners, LLC 210.00%0.01%0.02%Q2 2016Q1 20193
Silicon Valley Capital Partners 330.00%0.00%0.00%Q4 2022Q2 20233
O'Shares Investment Advisers, LLC 330.15%0.16%0.18%Q3 2019Q1 20203
Gryphon Financial Partners LLC 330.04%0.04%0.05%Q4 2017Q2 20183
Townsend & Associates, Inc 330.15%1.44%2.48%Q4 2017Q2 20183
KOCH INDUSTRIES INC 210.04%0.11%0.18%Q2 2017Q1 20183
Matisse Capital 330.23%0.26%0.30%Q1 2023Q3 20233
55I, LLC 330.15%0.25%0.40%Q4 2018Q2 20193
TRUE Private Wealth Advisors 110.00%0.03%0.08%Q3 2016Q2 20193
Independence Bank of Kentucky 210.02%0.02%0.03%Q3 2019Q3 20233
Investors Research Corp 330.01%0.01%0.01%Q3 2021Q1 20223
Triumph Capital Management 210.23%0.26%0.30%Q4 2022Q3 20233
Mn Services Vermogensbeheer B.V. 330.02%0.02%0.03%Q4 2018Q2 20193
Ford Financial Group, LLC 110.00%0.01%0.01%Q4 2017Q4 20213
CEDAR CAPITAL, LLC 210.17%0.33%0.60%Q4 2015Q2 20203
Invictus RG 210.02%0.16%0.25%Q2 2016Q1 20173
Roble, Belko & Company, Inc 210.00%0.01%0.01%Q2 2017Q4 20223
Genesis Wealth Advisors, LLC 330.02%0.06%0.08%Q4 2014Q2 20153
True North Advisors, LLC 330.10%0.12%0.14%Q1 2023Q3 20233
Maven Securities LTD 110.00%0.06%0.13%Q2 2022Q2 20233
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 330.03%0.03%0.04%Q1 2023Q3 20233
OPSEU Pension Plan Trust Fund 210.27%0.32%0.37%Q1 2020Q3 20223
Godshalk Welsh Capital Management, Inc. 330.24%0.31%0.35%Q4 2014Q2 20153
AIA Investment Management Private Ltd 330.02%0.02%0.02%Q3 2019Q1 20203
Karp Capital Management Corp 110.01%0.01%0.01%Q3 2015Q4 20183
Cresset Asset Management, LLC 210.00%0.00%0.01%Q1 2019Q1 20233
Strategic Capital Alternatives LLC 210.07%0.28%0.52%Q3 2014Q3 20153
Merit Financial Group, LLC 330.04%0.05%0.05%Q2 2022Q4 20223
Engineers Gate Manager LP 210.01%0.02%0.02%Q4 2019Q3 20203
ACCIDENT COMPENSATION CORP 330.16%0.36%0.53%Q4 2019Q2 20203
Alden Global Capital LLC 335.62%6.16%6.80%Q2 2020Q4 20203
Pacer Advisors, Inc. 210.00%0.01%0.01%Q4 2016Q3 20183
NumerixS Investment Technologies Inc 110.02%0.03%0.04%Q3 2017Q4 20193
Riggs Asset Managment Co. Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
OSTRUM ASSET MANAGEMENT 330.08%0.10%0.14%Q1 2023Q3 20233
Metis Global Partners, LLC 330.02%0.04%0.06%Q1 2023Q3 20233
Riverview Trust Co 330.01%0.01%0.01%Q4 2022Q2 20233
ADIRONDACK TRUST CO 330.00%0.00%0.00%Q1 2019Q3 20193
tru Independence LLC 330.00%0.00%0.00%Q2 2020Q4 20203
OMERS ADMINISTRATION Corp 330.01%0.01%0.01%Q1 2016Q3 20163
Fiduciary Planning LLC 210.02%0.05%0.12%Q4 2020Q3 20213
Beacon Capital Management, Inc. 330.00%0.00%0.00%Q1 2023Q3 20233
Risk Paradigm Group, LLC 330.00%0.01%0.01%Q1 2015Q3 20153
Bridgewealth Advisory Group, LLC 330.46%0.71%1.01%Q4 2022Q2 20233
Silversage Advisors 331.20%1.22%1.24%Q4 2019Q2 20203
CAAS CAPITAL MANAGEMENT LP 110.01%0.04%0.09%Q2 2021Q2 20223
JFS WEALTH ADVISORS, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
Nine Chapters Capital Management LLC 210.03%0.06%0.08%Q3 2013Q2 20153
Shamrock Asset Management LLC 330.00%0.00%0.00%Q4 2014Q2 20153
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.01%0.01%Q4 2022Q2 20233
Catalyst Capital Advisors LLC 330.00%0.00%0.00%Q3 2014Q1 20153
Assenagon Asset Management S.A. 330.00%0.00%0.00%Q2 2019Q4 20193
P SCHOENFELD ASSET MANAGEMENT LP 331.41%1.55%1.81%Q1 2014Q3 20143
Horizon Wealth Management, LLC 330.08%0.10%0.11%Q4 2021Q2 20223
Executive Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Intelligence Driven Advisers, LLC 330.04%0.04%0.04%Q4 2022Q2 20233
Advisor Resource Council 330.02%0.09%0.14%Q2 2022Q4 20223
Cornerstone Planning Group LLC 210.01%0.01%0.02%Q4 2022Q3 20233
Signature Wealth Management Partners, LLC 330.24%0.27%0.28%Q3 2022Q1 20233
Verity & Verity, LLC 330.05%0.05%0.06%Q2 2019Q4 20193
Prospera Financial Services Inc 210.01%0.01%0.03%Q3 2020Q2 20223
United Asset Strategies, Inc. 330.06%0.07%0.07%Q2 2018Q4 20183
Pinkerton Retirement Specialists, LLC 210.55%1.00%1.36%Q4 2018Q4 20223
ELEMENT CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Allegiant Private Advisors, LLC 330.50%0.65%0.80%Q4 2020Q2 20213
Harrison Street Securities, LLC 332.22%2.98%4.28%Q1 2014Q3 20143
Institute for Wealth Management, LLC. 330.06%0.10%0.15%Q4 2018Q2 20193
Cornerstone Advisors, Inc. 330.00%0.00%0.00%Q4 2018Q2 20193
Cambria Investment Management, L.P. 330.02%0.03%0.03%Q4 2022Q2 20233
Capitolis Advisors LLC 330.02%0.09%0.13%Q4 2021Q2 20223
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q4 2016Q4 20193
Perkins Coie Trust Co 210.00%0.00%0.01%Q2 2021Q2 20233
THOMPSON DAVIS & CO., INC. 210.00%0.01%0.01%Q3 2015Q3 20183
CoreCap Advisors, LLC 110.01%0.01%0.01%Q4 2021Q4 20223
Allie Family Office LLC 210.16%0.18%0.19%Q2 2022Q1 20233
SIENA CAPITAL LLC 330.01%0.01%0.01%Q1 2022Q3 20223
Psagot Value Holdings Ltd. 330.00%0.01%0.01%Q3 2013Q1 20143
AJO, LP 330.00%0.00%0.01%Q4 2015Q2 20163
Bleakley Financial Group, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
VitalStone Financial, LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Glass Jacobson Investment Advisors llc 210.06%0.08%0.12%Q4 2022Q3 20233
Beacon Bridge Wealth Partners, LLC 330.12%0.15%0.19%Q4 2022Q2 20233
Beverly Hills Private Wealth, LLC 330.07%0.09%0.12%Q4 2022Q2 20233
BOS Asset Management, LLC 330.17%0.23%0.30%Q4 2022Q2 20233
GAM Holding AG 330.01%0.01%0.01%Q4 2016Q2 20173
Eaton Financial Holdings Company, LLC 330.16%0.19%0.22%Q4 2022Q2 20233
PFG Investments, LLC 330.04%0.05%0.08%Q1 2023Q3 20233
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 330.00%0.00%0.00%Q1 2021Q3 20213
Jaffetilchin Investment Partners, LLC 330.05%0.07%0.08%Q1 2019Q3 20193
Marquette Asset Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
Lee Financial Co 330.00%0.00%0.00%Q2 2022Q4 20223
Aston Asset Management, LLC 330.07%0.09%0.13%Q1 2014Q3 20143
HBK Sorce Advisory LLC 330.02%0.02%0.03%Q1 2023Q3 20233
PRIO WEALTH LIMITED PARTNERSHIP 210.01%0.01%0.01%Q4 2014Q4 20193
Opus Capital Group, LLC 210.04%0.06%0.09%Q4 2017Q3 20183
FIRST HAWAIIAN BANK 330.01%0.01%0.01%Q3 2018Q1 20193
Yorktown Management & Research Co Inc 330.35%0.38%0.43%Q3 2021Q1 20223
Timber Hill LLC 210.00%0.01%0.02%Q1 2016Q3 20173
WOLVERINE ASSET MANAGEMENT LLC 210.02%0.03%0.03%Q4 2019Q3 20233
TOWER BRIDGE ADVISORS 330.02%0.02%0.02%Q2 2019Q4 20193
THOMPSON INVESTMENT MANAGEMENT, INC. 330.00%0.00%0.01%Q1 2023Q3 20233
CLOVIS CAPITAL MANAGEMENT LP 215.09%5.61%6.32%Q4 2012Q1 20143
TITLEIST CAPITAL, LLC 330.05%0.05%0.06%Q2 2022Q4 20223
ST GERMAIN D J CO INC 330.00%0.00%0.00%Q2 2023Q4 20233
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 210.01%0.01%0.02%Q4 2019Q3 20213
NOMURA HOLDINGS INC 330.00%0.00%0.00%Q2 2013Q4 20133
LEO BROKERAGE, LLC 210.03%0.05%0.07%Q2 2022Q2 20233
BLUEFIN CAPITAL MANAGEMENT, LLC 110.00%0.08%0.18%Q4 2021Q2 20223
UBS OCONNOR LLC 210.01%0.09%0.24%Q1 2014Q4 20213
TDAM USA INC. 330.01%0.01%0.01%Q2 2013Q4 20133
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.25%0.28%0.31%Q1 2016Q3 20163
DERBY & COMPANY, INC 330.09%0.11%0.13%Q2 2019Q4 20193
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.00%0.00%Q1 2014Q3 20143
LANDAAS & CO /WI /ADV 210.06%0.07%0.07%Q3 2017Q2 20183
Gillson Capital LP 330.55%0.78%0.92%Q3 2021Q1 20223
Stratos Investment Management, LLC 330.04%0.04%0.05%Q4 2022Q2 20233
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
GLG LLC 220.01%0.01%0.01%Q1 2014Q2 20142
DoubleLine ETF Adviser LP 220.34%0.36%0.37%Q4 2022Q1 20232
Robbins Farley 110.01%0.02%0.02%Q1 2023Q3 20232
Monashee Investment Management LLC 110.27%0.39%0.51%Q2 2020Q3 20212
VERUS CAPITAL PARTNERS, LLC 220.05%0.06%0.07%Q4 2019Q1 20202
Winthrop Advisory Group LLC 220.08%0.08%0.08%Q3 2019Q4 20192
HighVista Strategies LLC 220.12%0.16%0.20%Q1 2019Q2 20192
Missouri Trust & Investment Co 220.07%0.09%0.11%Q2 2023Q3 20232
TWINBEECH CAPITAL LP 110.02%0.04%0.06%Q3 2020Q2 20232
M&G INVESTMENT MANAGEMENT LTD 220.00%0.00%0.00%Q4 2020Q1 20212
Pathway Financial Advisors LLC 220.01%0.01%0.01%Q4 2017Q1 20182
MQS Management LLC 220.25%0.42%0.60%Q3 2022Q4 20222
Pinz Capital Management, LP 111.53%1.59%1.65%Q2 2020Q2 20212
Avondale Wealth Management 220.04%0.06%0.08%Q3 2022Q4 20222
Ada Investment Management, LP 220.32%0.33%0.34%Q3 2015Q4 20152
Leisure Capital Management 220.17%0.18%0.19%Q1 2019Q2 20192
Balentine LLC 110.00%0.01%0.01%Q2 2020Q2 20222
Oak Thistle LLC 110.15%0.17%0.18%Q1 2023Q3 20232
Selective Wealth Management, Inc. 220.03%0.03%0.03%Q1 2021Q2 20212
WealthShield Partners, LLC 220.00%0.00%0.01%Q1 2021Q2 20212
Quarry LP 220.00%0.01%0.01%Q1 2023Q2 20232
Cadence Bank 220.02%0.02%0.03%Q2 2023Q3 20232
VIAWEALTH, LLC 220.20%0.21%0.22%Q2 2023Q3 20232
Oak Point Wealth Management 220.58%0.63%0.67%Q4 2017Q1 20182
Quantitative Systematic Strategies LLC 110.08%0.10%0.12%Q2 2020Q2 20212
Pine River Capital Management L.P. 110.02%0.03%0.05%Q3 2013Q3 20142
Gerstein Fisher 220.02%0.09%0.15%Q3 2013Q4 20132
Savant Capital, LLC 110.00%0.01%0.01%Q3 2022Q2 20232
WMS Partners, LLC 220.03%0.03%0.03%Q1 2015Q2 20152
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.01%Q2 2013Q1 20142
Alta Advisers Ltd 220.02%0.02%0.03%Q2 2023Q3 20232
Corsair Capital Management 220.12%0.23%0.35%Q2 2013Q3 20132
Quantamental Technologies LLC 110.18%0.25%0.31%Q4 2018Q4 20222
OneAscent Wealth Management LLC 220.10%0.10%0.10%Q4 2020Q1 20212
Geneva Advisors, LLC 220.02%0.02%0.02%Q1 2017Q2 20172
CTC Capital Management, LLC 220.36%0.42%0.49%Q4 2022Q1 20232
Bellwether Investment Group, LLC 112.70%2.94%3.18%Q2 2016Q4 20162
WEXFORD CAPITAL LP 110.02%0.04%0.05%Q4 2021Q3 20232
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.01%Q1 2020Q4 20202
CAPSTONE ASSET MANAGEMENT CO 110.01%0.01%0.01%Q3 2013Q2 20172
Dominguez Wealth Management Solutions, Inc. 220.20%0.21%0.22%Q4 2022Q1 20232
Buck Wealth Strategies, LLC 220.02%0.02%0.03%Q1 2023Q2 20232
HB Wealth Management, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
REGENTATLANTIC CAPITAL LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
Roundview Capital LLC 220.06%0.06%0.06%Q4 2018Q1 20192
FAS Wealth Partners, Inc. 110.00%0.01%0.02%Q2 2022Q2 20222
ORG Partners LLC 220.01%0.02%0.04%Q2 2023Q3 20232
Natixis Investment Managers International 220.03%0.03%0.04%Q1 2022Q2 20222
Haverford Trust Co 110.00%0.01%0.01%Q2 2013Q1 20192
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Capital Advisors, Ltd. LLC 110.00%0.00%0.00%Q4 2021Q2 20222
Cherry Tree Wealth Management, LLC 220.08%0.09%0.10%Q2 2023Q3 20232
WESTWOOD HOLDINGS GROUP INC 220.03%0.04%0.06%Q2 2023Q3 20232
Empowered Funds, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.03%0.04%Q2 2013Q3 20132
AGF INVESTMENTS INC. 110.00%0.00%0.00%Q1 2020Q3 20202
Julex Capital Management, LLC 220.00%0.01%0.01%Q2 2019Q3 20192
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
UniSuper Management Pty Ltd 220.04%0.04%0.05%Q2 2023Q3 20232
Armstrong, Fleming & Moore, Inc 223.31%3.64%3.98%Q2 2023Q3 20232
VisionPoint Advisory Group, LLC 110.00%0.03%0.06%Q2 2019Q3 20232
Lombard Odier Asset Management (Switzerland) SA 220.04%0.05%0.06%Q3 2019Q4 20192
ERTS Wealth Advisors, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
Crestline Management, LP 110.19%0.19%0.19%Q2 2019Q3 20202
SWS Partners 220.01%0.01%0.01%Q4 2017Q1 20182
Cohen Capital Management, Inc. 220.45%0.53%0.60%Q2 2023Q3 20232
Integrated Advisors Network LLC 220.01%0.02%0.02%Q1 2022Q2 20222
DAVIDSON INVESTMENT ADVISORS 220.00%0.00%0.00%Q1 2017Q2 20172
CHAPIN DAVIS, INC. 220.20%0.21%0.22%Q4 2022Q1 20232
IEQ CAPITAL, LLC 220.02%0.02%0.03%Q4 2019Q1 20202
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q2 2023Q3 20232
SECOR Capital Advisors, LP 110.07%0.09%0.10%Q1 2016Q1 20192
Vectors Research Management, LLC 110.00%0.01%0.02%Q4 2021Q2 20222
BANQUE PICTET & CIE SA 220.00%0.00%0.00%Q3 2022Q4 20222
HL FINANCIAL SERVICES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Octavia Wealth Advisors, LLC 220.07%0.08%0.10%Q2 2023Q3 20232
Bank Pictet & Cie (Europe) AG 220.06%0.06%0.07%Q2 2023Q3 20232
JACOBS LEVY EQUITY MANAGEMENT, INC 220.02%0.02%0.02%Q3 2017Q4 20172
ARCADIA INVESTMENT MANAGEMENT CORP/MI 220.00%0.00%0.00%Q3 2017Q4 20172
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q4 2014Q1 20192
MRA Advisory Group 220.15%0.15%0.16%Q1 2023Q2 20232
Insight Wealth Strategies, LLC 220.07%0.07%0.08%Q3 2019Q4 20192
Ridgewood Investments LLC 220.03%0.03%0.04%Q1 2023Q2 20232
Partnervest Advisory Services LLC 220.00%0.00%0.00%Q1 2014Q2 20142
Farmers National Bank 220.00%0.00%0.00%Q1 2019Q2 20192
DECADE CAPITAL MANAGEMENT LLC 110.02%0.07%0.12%Q3 2014Q1 20152
PICTON MAHONEY ASSET MANAGEMENT 220.03%0.03%0.04%Q3 2016Q4 20162
Menard Financial Group LLC 220.26%0.29%0.31%Q2 2020Q3 20202
Freedom Investment Management, Inc. 220.04%0.04%0.05%Q2 2022Q3 20222
Parametrica Management Ltd 110.43%1.15%1.86%Q1 2014Q2 20162
GIRARD PARTNERS LTD. 110.02%0.03%0.04%Q4 2017Q3 20182
Goepper Burkhardt LLC 220.13%0.14%0.16%Q1 2022Q2 20222
SignalPoint Asset Management, LLC 220.07%0.07%0.07%Q4 2022Q1 20232
Moser Wealth Advisors, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
RENAISSANCE GROUP LLC 220.01%0.01%0.01%Q1 2018Q2 20182
Dynamic Capital Management Ltd 110.14%0.16%0.18%Q2 2017Q4 20172
Visionary Wealth Advisors 220.02%0.02%0.02%Q1 2022Q2 20222
Alyeska Investment Group, L.P. 110.26%0.36%0.47%Q3 2014Q1 20222
Horizon Investments, LLC 220.02%0.03%0.03%Q2 2018Q3 20182
Harvest Investment Services, LLC 220.14%0.14%0.14%Q2 2019Q3 20192
1ST SOURCE BANK 220.03%0.03%0.03%Q1 2020Q2 20202
SAC Capital Advisors LP 110.00%0.00%0.00%Q2 2013Q1 20142
Global Financial Private Capital, Inc 220.01%0.01%0.01%Q4 2018Q1 20192
LOEB PARTNERS CORP 220.68%0.78%0.88%Q3 2018Q4 20182
GHP Investment Advisors, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Column Capital Advisors, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
WESPAC Advisors SoCal, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
StoneX Group Inc. 110.18%0.27%0.36%Q2 2017Q3 20192
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q2 20232
Spotlight Asset Group, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
Standard Family Office LLC 220.00%0.01%0.02%Q2 2022Q3 20222
West Family Investments, Inc. 220.07%0.07%0.07%Q2 2021Q3 20212
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2020Q2 20212
W.G. Shaheen & Associates DBA Whitney & Co 220.04%0.04%0.05%Q2 2018Q3 20182
Elequin Capital, LP 220.11%0.16%0.22%Q2 2023Q3 20232
Shoals Capital Management LP 226.90%7.15%7.40%Q1 2019Q2 20192
NORTHERN TRUST CO OF CONNECTICUT 220.02%0.02%0.02%Q2 2013Q3 20132
Davis Capital Management 221.06%1.07%1.08%Q1 2020Q2 20202
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Cassady Schiller Wealth Management, LLC 220.02%0.02%0.03%Q2 2023Q3 20232
Alpha DNA Investment Management LLC 220.03%0.03%0.03%Q4 2020Q1 20212
Alhambra Investment Management LLC 220.15%0.15%0.16%Q2 2021Q3 20212
Coppell Advisory Solutions Corp. 220.10%0.10%0.11%Q4 2022Q1 20232
Paulson & Co. 220.64%0.68%0.72%Q2 2013Q3 20132
Cape Investment Advisory, Inc. 110.00%0.00%0.01%Q1 2023Q3 20232
Blueshift Asset Management, LLC 110.05%0.19%0.33%Q2 2019Q3 20212
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 220.08%0.10%0.12%Q4 2016Q1 20172
BOURGEON CAPITAL MANAGEMENT LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Legacy Wealth Planning, LLC 220.30%0.32%0.33%Q1 2022Q2 20222
M&R CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q3 2023Q4 20232
I.G. INVESTMENT MANAGEMENT, LTD. 220.00%0.00%0.00%Q3 2014Q4 20142
Signet Investment Advisory Group, Inc. 110.04%0.08%0.11%Q4 2018Q4 20202
FIRST FINANCIAL CORP /IN/ 220.01%0.01%0.02%Q2 2016Q3 20162
LMR Partners LLP 110.11%0.31%0.51%Q1 2015Q3 20162
SECURIAN ASSET MANAGEMENT, INC 220.04%0.07%0.11%Q3 2020Q4 20202
Castle Rock Wealth Management, LLC 110.10%0.11%0.11%Q2 2022Q4 20222
TRUSTCORE FINANCIAL SERVICES, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Financial Connections Group, Inc. 220.24%0.24%0.24%Q4 2021Q1 20222
Arbor Wealth Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
US FINANCIAL ADVISORS, LLC 220.03%0.03%0.03%Q1 2015Q2 20152
Visium Asset Management, LP 110.00%0.01%0.01%Q4 2014Q3 20152
Cyndeo Wealth Partners, LLC 220.41%0.41%0.42%Q4 2022Q1 20232
BlueCrest Capital Management Ltd 110.01%0.01%0.02%Q2 2018Q1 20192
TFC Financial Management, Inc. 220.00%0.00%0.00%Q2 2023Q3 20232
Ergoteles LLC 110.04%0.04%0.04%Q3 2020Q2 20222
ROCKY MOUNTAIN ADVISERS, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 221.50%1.53%1.55%Q4 2021Q1 20222
Jackson Creek Investment Advisors LLC 110.23%0.24%0.24%Q3 2020Q3 20212
Banyan Partners, LLC 220.12%0.12%0.13%Q2 2014Q3 20142
Future Financial Wealth Managment LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Planned Solutions, Inc. 220.09%0.10%0.10%Q3 2020Q4 20202
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.01%0.03%Q4 2018Q2 20222
Weiss Asset Management LP 110.01%0.05%0.10%Q1 2021Q4 20222
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.00%Q1 2022Q2 20222
Smith Affiliated Capital Corp. 220.10%0.14%0.17%Q1 2013Q2 20132
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.01%0.01%Q3 2014Q4 20162
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q3 2021Q4 20212
TradeLink Global Equity LLC 110.33%0.33%0.33%Q2 2013Q2 20131
MEITAV INVESTMENT HOUSE LTD 110.02%0.02%0.02%Q2 2020Q2 20201
COWEN AND COMPANY, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
MinichMacGregor Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
CIGNA INVESTMENTS INC /NEW 110.07%0.07%0.07%Q4 2016Q4 20161
Hudson Bay Capital Management LP 110.06%0.06%0.06%Q3 2021Q3 20211
Blackstone Inc. 110.05%0.05%0.05%Q3 2021Q3 20211
WJ Interests, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Anchor Investment Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Laurion Capital Management LP 110.01%0.01%0.01%Q2 2021Q2 20211
O'Dell Group, LLC 110.59%0.59%0.59%Q4 2018Q4 20181
CARLSON CAPITAL L P 110.39%0.39%0.39%Q4 2014Q4 20141
DUALITY ADVISERS, LP 110.02%0.02%0.02%Q4 2022Q4 20221
Man Group plc 110.00%0.00%0.00%Q2 2023Q2 20231
Vantage Financial Partners Ltd., Inc. 114.30%4.30%4.30%Q4 2018Q4 20181
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Chicago Capital, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Hillsdale Investment Management Inc. 110.14%0.14%0.14%Q2 2016Q2 20161
BRIGHTON JONES LLC 110.01%0.01%0.01%Q4 2022Q4 20221
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
ALLSTATE INVESTMENT MANAGEMENT CO 110.03%0.03%0.03%Q4 2022Q4 20221
Magnetar Financial LLC 110.05%0.05%0.05%Q2 2020Q2 20201
Grantham, Mayo, Van Otterloo & Co. LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Mariner Wealth Advisors-NYC, LLC 110.06%0.06%0.06%Q1 2015Q1 20151
BAILARD, INC. 110.01%0.01%0.01%Q1 2022Q1 20221
Rathbones Group PLC 110.01%0.01%0.01%Q3 2019Q3 20191
SII INVESTMENTS INC/WI 110.03%0.03%0.03%Q2 2014Q2 20141
CANANDAIGUA NATIONAL CORP 110.04%0.04%0.04%Q4 2022Q4 20221
First Command Financial Services, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Jane Street Holding, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
FIRST FINANCIAL EQUITY CORPORATION 110.77%0.77%0.77%Q1 2017Q1 20171
Buffington Mohr McNeal 110.01%0.01%0.01%Q1 2019Q1 20191
Placemark Investments, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Fulcrum Equity Management 110.01%0.01%0.01%Q3 2019Q3 20191
RVB CAPITAL MANAGEMENT LLC 113.41%3.41%3.41%Q2 2020Q2 20201
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
KESTRA PRIVATE WEALTH SERVICES, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
STEWART WEST INDIES TRADING CO., LTD 110.27%0.27%0.27%Q2 2013Q2 20131
PARK NATIONAL CORP /OH/ 110.01%0.01%0.01%Q1 2019Q1 20191
OVERSEA-CHINESE BANKING Corp Ltd 110.09%0.09%0.09%Q1 2023Q1 20231
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
First Command Bank 110.00%0.00%0.00%Q2 2023Q2 20231
RUSH ISLAND MANAGEMENT, LP 110.59%0.59%0.59%Q3 2023Q3 20231
Crescent Grove Advisors, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
Arcus Capital Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Gratus Capital, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q4 2022Q4 20221
Centiva Capital, LP 110.00%0.00%0.00%Q1 2022Q1 20221
WHITENER CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Avalon Investment & Advisory 110.02%0.02%0.02%Q2 2017Q2 20171
R&F Capital Advisors LP 110.14%0.14%0.14%Q4 2016Q4 20161
SEI TRUST CO 110.02%0.02%0.02%Q3 2014Q3 20141
SMH CAPITAL ADVISORS INC 110.42%0.42%0.42%Q2 2022Q2 20221
CENTRAL BANK & TRUST CO 110.01%0.01%0.01%Q4 2014Q4 20141
CHOREO, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
NatWest Group plc 110.00%0.00%0.00%Q3 2014Q3 20141
ROCKLAND TRUST CO 110.05%0.05%0.05%Q4 2013Q4 20131
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.00%0.00%0.00%Q2 2023Q2 20231
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2018Q4 20181
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Johnson Midwest Financial, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Vista Private Wealth Partners. LLC 110.08%0.08%0.08%Q3 2019Q3 20191
WASHINGTON TRUST BANK 110.01%0.01%0.01%Q1 2016Q1 20161
XTX MARKETS LLC 111.09%1.09%1.09%Q1 2020Q1 20201
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
RATIONAL ADVISORS LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Venturi Wealth Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MANA Advisors LLC 111.92%1.92%1.92%Q4 2019Q4 20191
Paragon Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Zurich Insurance Group Ltd/FI 110.05%0.05%0.05%Q3 2019Q3 20191
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 111.75%1.75%1.75%Q4 2017Q4 20171
FULTON BANK, N.A. 110.01%0.01%0.01%Q3 2023Q3 20231
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
TRILLIUM ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2016Q2 20161
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Waterloo Capital, L.P. 110.43%0.43%0.43%Q1 2020Q1 20201
Garda Capital Partners LP 110.04%0.04%0.04%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Ballast, Inc. 110.70%0.70%0.70%Q4 2018Q4 20181
MCDANIEL TERRY & CO 110.03%0.03%0.03%Q3 2019Q3 20191
Goodwin Investment Advisory 110.02%0.02%0.02%Q4 2020Q4 20201
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
1776 Wealth LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Oxbow Advisors, LLC 110.76%0.76%0.76%Q2 2023Q2 20231
RMR Wealth Builders 110.02%0.02%0.02%Q1 2021Q1 20211
HBC Financial Services, PLLC 110.02%0.02%0.02%Q1 2023Q1 20231
Capula Management Ltd 110.00%0.00%0.00%Q3 2021Q3 20211
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Consolidated Planning Corp 110.02%0.02%0.02%Q3 2021Q3 20211
CSS LLC/IL 110.01%0.01%0.01%Q2 2019Q2 20191
CAPITAL CITY TRUST CO/FL 110.12%0.12%0.12%Q2 2019Q2 20191
King Wealth Management Group 110.06%0.06%0.06%Q3 2019Q3 20191
Flower City Capital 110.29%0.29%0.29%Q4 2021Q4 20211
VIRGINIA RETIREMENT SYSTEM 110.02%0.02%0.02%Q1 2016Q1 20161
CHURCHILL MANAGEMENT Corp 110.00%0.00%0.00%Q2 2023Q2 20231
Investment Management Corp of Ontario 110.03%0.03%0.03%Q4 2022Q4 20221
Segantii Capital Management Ltd 110.09%0.09%0.09%Q3 2015Q3 20151
Aaron Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Disciplined Investments, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Windsor Capital Management, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
FIRST CITIZENS BANK & TRUST CO 110.01%0.01%0.01%Q3 2013Q3 20131
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
CFS, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
SPOT TRADING L.L.C. 110.02%0.02%0.02%Q3 2017Q3 20171
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
INCEPTIONR LLC 110.44%0.44%0.44%Q2 2023Q2 20231
Live Oak Investment Partners 110.00%0.00%0.00%Q2 2023Q2 20231
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
Ghisallo Capital Management LLC 110.73%0.73%0.73%Q2 2021Q2 20211
Vanderbilt University 110.08%0.08%0.08%Q3 2021Q3 20211
Waverly Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Trutina Financial LLC 110.04%0.04%0.04%Q3 2013Q3 20131
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Kestra Advisory Services, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
TOBIAS FINANCIAL ADVISORS, INC. 110.08%0.08%0.08%Q4 2019Q4 20191
PATTON FUND MANAGEMENT, INC. 110.17%0.17%0.17%Q3 2020Q3 20201
NEXT Financial Holdings 110.08%0.08%0.08%Q1 2019Q1 20191
BREMER TRUST NATIONAL ASSOCIATION 110.03%0.03%0.03%Q4 2018Q4 20181
Family Management Corp 110.17%0.17%0.17%Q1 2022Q1 20221
Headlands Technologies LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Alexandria Capital, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
Westside Investment Management, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Astrantus Ltd 110.35%0.35%0.35%Q1 2022Q1 20221
AXS Investments LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Great Diamond Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Sightline Wealth Advisors, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
Strategic Capital Group LLC 110.23%0.23%0.23%Q2 2014Q2 20141
Redhawk Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Altus Wealth Group LLC 110.02%0.02%0.02%Q4 2020Q4 20201
GW&K Investment Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Weatherstone Capital Management 110.13%0.13%0.13%Q4 2018Q4 20181
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lionsbridge Wealth Management LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Sterling Financial Planning, Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
Rain Capital Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cannon Global Investment Management, LLC 110.70%0.70%0.70%Q4 2022Q4 20221
COWA, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Cairn Investment Group, Inc. 110.99%0.99%0.99%Q4 2019Q4 20191
Urban Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
SAGE PRIVATE WEALTH GROUP, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
Colonial River Wealth Management, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
ABERDEEN ASSET MANAGEMENT PLC/UK 110.00%0.00%0.00%Q3 2014Q3 20141
XR Securities LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Tuttle Capital Management, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
OUTFITTER FINANCIAL LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Safeguard Investment Advisory Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Cove Street Capital, LLC 110.09%0.09%0.09%Q2 2013Q2 20131
TWIN CAPITAL MANAGEMENT INC 110.08%0.08%0.08%Q4 2013Q4 20131
BlueMar Capital Management, LLC 110.49%0.49%0.49%Q2 2020Q2 20201
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Clean Yield Group 110.00%0.00%0.00%Q1 2015Q1 20151
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Virtus ETF Advisers LLC 110.01%0.01%0.01%Q2 2020Q2 20201
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
BROOKTREE CAPITAL MANAGEMENT 110.02%0.02%0.02%Q1 2020Q1 20201
INVESTMENT PARTNERS, LTD. 110.08%0.08%0.08%Q3 2022Q3 20221
WCG Wealth Advisors LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Meeder Advisory Services, Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
Connectus Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
CI Global Investments Inc. 110.90%0.90%0.90%Q1 2015Q1 20151
AIA Group Ltd 110.13%0.13%0.13%Q4 2020Q4 20201
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
GREAT LAKES ADVISORS, LLC 110.28%0.28%0.28%Q2 2019Q2 20191
Alaethes Wealth LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Chiron Investment Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Arkfeld Wealth Strategies, L.L.C. 111.64%1.64%1.64%Q3 2023Q3 20231
MONUMENTAL FINANCIAL GROUP INC. 110.01%0.01%0.01%Q2 2021Q2 20211
Goodman Advisory Group, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
ETRADE Capital Management LLC 110.02%0.02%0.02%Q2 2019Q2 20191
SFMG, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
Meristem Family Wealth, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Level Financial Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Formidable Asset Management, LLC 110.10%0.10%0.10%Q1 2019Q1 20191
EA Series Trust 110.02%0.02%0.02%Q2 2023Q2 20231
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Leelyn Smith, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
MBB PUBLIC MARKETS I LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Greenland Capital Management LP 110.08%0.08%0.08%Q2 2023Q2 20231
BHR Capital LLC 110.89%0.89%0.89%Q2 2013Q2 20131
STEPH & CO 110.01%0.01%0.01%Q4 2022Q4 20221
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Delphia (USA) Inc. 110.17%0.17%0.17%Q2 2022Q2 20221
Bremer Bank National Association 110.03%0.03%0.03%Q1 2019Q1 20191
Highstreet Asset Management Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Waterfront Capital Partners, LLC 113.59%3.59%3.59%Q3 2023Q3 20231
Dixon Hughes Goodman Wealth Advisors LLC 110.03%0.03%0.03%Q1 2022Q1 20221
McKinley Carter Wealth Services, Inc. 110.02%0.02%0.02%Q1 2018Q1 20181
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.04%0.04%0.04%Q1 2019Q1 20191
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Phraction Management LLC 111.09%1.09%1.09%Q4 2021Q4 20211
Sculptor Capital LP 110.02%0.02%0.02%Q4 2019Q4 20191
Darrow Company, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
EdgeRock Capital LLC 110.03%0.03%0.03%Q3 2022Q3 20221
State of New Jersey Common Pension Fund A 110.01%0.01%0.01%Q1 2014Q1 20141
State of New Jersey Common Pension Fund E 110.42%0.42%0.42%Q1 2014Q1 20141
Trek Financial, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Corton Capital Inc. 110.20%0.20%0.20%Q2 2022Q2 20221
Red Tortoise LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Axel Capital Management, LLC 118.20%8.20%8.20%Q1 2022Q1 20221
G2 CAPITAL MANAGEMENT, LLC / OH 110.15%0.15%0.15%Q4 2021Q4 20211
Saratoga Research & Investment Management 110.00%0.00%0.00%Q3 2017Q3 20171
Richwood Investment Advisors, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Capstone Financial Advisors, Inc. 110.12%0.12%0.12%Q3 2017Q3 20171
Advisor OS, LLC 110.15%0.15%0.15%Q2 2020Q2 20201
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 110.00%0.00%0.00%Q3 2018Q3 20181
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Glassy Mountain Advisors, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Nvest Financial, LLC 110.56%0.56%0.56%Q1 2023Q1 20231
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
CAHILL FINANCIAL ADVISORS INC 110.04%0.04%0.04%Q3 2021Q3 20211
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
OLD MISSION CAPITAL LLC 110.07%0.07%0.07%Q1 2020Q1 20201
Lighthouse Investment Partners, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
Anfield Capital Management, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
SPRING CREEK CAPITAL LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Presidio Capital Management, LLC 110.37%0.37%0.37%Q3 2022Q3 20221
Voit & Company, LLC 110.29%0.29%0.29%Q4 2018Q4 20181
CASTLE WEALTH MANAGEMENT LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Farmers & Merchants Trust Co of Chambersburg PA 110.06%0.06%0.06%Q2 2022Q2 20221
Gemmer Asset Management LLC 110.02%0.02%0.02%Q1 2014Q1 20141
Coston, McIsaac & Partners 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Capital Wealth Partners, LLC 110.07%0.07%0.07%Q1 2023Q1 20231
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Magnus Financial Group LLC 110.04%0.04%0.04%Q1 2020Q1 20201
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
NIXON PEABODY TRUST CO 110.18%0.18%0.18%Q4 2019Q4 20191
Crumly & Associates Inc. 110.09%0.09%0.09%Q3 2022Q3 20221
Welch Group, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
NVWM, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Worth Venture Partners, LLC 110.25%0.25%0.25%Q2 2022Q2 20221
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Pinnacle Wealth Advisors 110.03%0.03%0.03%Q2 2021Q2 20211
Bayesian Capital Management, LP 110.23%0.23%0.23%Q1 2016Q1 20161
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
OXFORD ASSET MANAGEMENT LLP 110.02%0.02%0.02%Q4 2019Q4 20191
LBP AM SA 110.01%0.01%0.01%Q3 2023Q3 20231
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Catamount Wealth Management 110.14%0.14%0.14%Q4 2018Q4 20181
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Quintet Private Bank (Europe) S.A. 110.00%0.00%0.00%Q1 2023Q1 20231
Atomi Financial Group, Inc. 110.27%0.27%0.27%Q1 2023Q1 20231
Omnia Family Wealth, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Impact Partnership Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.13%0.13%0.13%Q2 2023Q2 20231
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.06%0.06%0.06%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
ROGCO, LP 110.01%0.01%0.01%Q3 2023Q3 20231
ATLAS CAPITAL ADVISORS LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Prosperitas Financial LLC 110.21%0.21%0.21%Q3 2023Q3 20231
CITY NATIONAL BANK 110.12%0.12%0.12%Q3 2015Q3 20151
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Acrospire Investment Management LLC 110.01%0.01%0.01%Q2 2016Q2 20161
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.07%0.07%0.07%Q4 2021Q4 20211
DEERE & CO 110.02%0.02%0.02%Q2 2013Q2 20131
GLG INC. 110.05%0.05%0.05%Q4 2013Q4 20131
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Price Capital Management, Inc. 110.04%0.04%0.04%Q3 2019Q3 20191
WESTEND PARTNERS LP 110.40%0.40%0.40%Q3 2013Q3 20131
USA FINANCIAL FORMULAS 110.18%0.18%0.18%Q3 2022Q3 20221
Mount Yale Investment Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Vident Advisory, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
External links

This page lists all the filers that currently own WP CAREY INC or have owned WP CAREY INC in the past.