WP CAREY INC shareholder history

Current and past WP CAREY INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 45450.00%0.00%0.01%Q2 2013Q2 2024133
Citadel Advisors 4210.00%0.00%0.02%Q3 2013Q2 2024102
CITIGROUP INC 45450.00%0.00%0.02%Q2 2013Q2 202481
Cutler Group LLC / CA 34340.00%0.00%0.09%Q4 2015Q1 202480
WOLVERINE TRADING, LLC 2020.00%0.00%0.03%Q3 2016Q2 202478
GOLDMAN SACHS GROUP INC 4510.00%0.01%0.03%Q4 2012Q2 202470
D. E. Shaw & Co., Inc. 22100.00%0.01%0.03%Q2 2013Q2 202465
UBS Group AG 39390.00%0.03%0.10%Q4 2014Q2 202459
PEAK6 Investments LLC 13100.00%0.01%0.05%Q3 2018Q2 202455
BARCLAYS PLC 45450.00%0.01%0.06%Q2 2013Q2 202454
HSBC HOLDINGS PLC 45450.00%0.01%0.04%Q2 2013Q2 202451
HighTower Advisors, LLC 30140.00%0.03%0.09%Q2 2013Q2 202450
BNP PARIBAS FINANCIAL MARKETS 45450.00%0.01%0.03%Q2 2013Q2 202449
BANK OF MONTREAL /CAN/ 45450.00%0.00%0.02%Q2 2013Q2 202448
TWO SIGMA INVESTMENTS, LP 2410.00%0.03%0.14%Q4 2013Q2 202447
CAPITAL FUND MANAGEMENT S.A. 510.00%0.02%0.10%Q3 2013Q2 202446
Zurcher Kantonalbank (Zurich Cantonalbank) 46460.00%0.02%0.10%Q1 2013Q2 202446
WELLS FARGO & COMPANY/MN 45450.00%0.01%0.02%Q2 2013Q2 202446
MCF Advisors LLC 3110.00%0.01%0.02%Q2 2012Q2 202446
PRIVATE TRUST CO NA 46460.03%0.09%0.18%Q1 2013Q2 202446
JPMORGAN CHASE & CO 45450.00%0.03%0.08%Q2 2013Q2 202445
PNC FINANCIAL SERVICES GROUP, INC. 45450.00%0.00%0.01%Q2 2013Q2 202445
DAVENPORT & Co LLC 45450.04%0.67%1.32%Q2 2013Q2 202445
Garrison Asset Management, LLC 45450.12%0.18%0.24%Q2 2013Q2 202445
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 45450.01%0.03%0.06%Q2 2013Q2 202445
Neuberger Berman Group LLC 45450.00%0.01%0.02%Q2 2013Q2 202445
Cambridge Investment Research Advisors, Inc. 45450.03%0.08%0.16%Q2 2013Q2 202445
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 45450.01%0.05%0.15%Q2 2013Q2 202445
UNITED CAPITAL FINANCIAL ADVISORS, LLC 45450.00%0.02%0.06%Q2 2013Q2 202445
ROYAL BANK OF CANADA 45450.00%0.02%0.05%Q2 2013Q2 202445
Daiwa Securities Group Inc. 45450.00%0.17%1.70%Q2 2013Q2 202445
NICHOLAS COMPANY, INC. 45450.07%0.18%0.32%Q2 2013Q2 202445
FMR LLC 45450.00%0.01%0.05%Q2 2013Q2 202445
FIRST TRUST ADVISORS LP 45450.00%0.02%0.10%Q2 2013Q2 202445
BAHL & GAYNOR INC 45450.01%0.03%0.07%Q2 2013Q2 202445
Swiss National Bank 45450.01%0.03%0.08%Q2 2013Q2 202445
BROWN ADVISORY INC 45450.02%0.15%0.34%Q2 2013Q2 202445
ALLIANCEBERNSTEIN L.P. 45450.00%0.01%0.01%Q2 2013Q2 202445
VOYA INVESTMENT MANAGEMENT LLC 45450.00%0.01%0.03%Q2 2013Q2 202445
Rock Point Advisors, LLC 45451.02%2.92%5.13%Q2 2013Q2 202445
RAYMOND JAMES & ASSOCIATES 45450.01%0.02%0.04%Q2 2013Q2 202445
NORTHERN TRUST CORP 45450.01%0.02%0.04%Q2 2013Q2 202445
Asset Management One Co., Ltd. 45450.03%0.15%0.25%Q2 2013Q2 202445
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 45450.01%0.01%0.02%Q2 2013Q2 202445
RAYMOND JAMES TRUST N.A. 45450.01%0.03%0.06%Q2 2013Q2 202445
AMERIPRISE FINANCIAL INC 45450.00%0.02%0.07%Q2 2013Q2 202445
SG Americas Securities, LLC 45450.00%0.02%0.12%Q2 2013Q2 202445
Wellington Shields Capital Management, LLC 45450.14%0.41%0.80%Q2 2013Q2 202445
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 45450.00%0.03%0.08%Q2 2013Q2 202445
LPL Financial LLC 45450.02%0.04%0.09%Q2 2013Q2 202445
NOMURA ASSET MANAGEMENT CO LTD 45450.02%0.08%0.20%Q2 2013Q2 202445
Legal & General Group Plc 45450.01%0.04%0.09%Q2 2013Q2 202445
BlackRock Finance, Inc. 45450.00%0.02%0.05%Q2 2013Q2 202445
PRICE T ROWE ASSOCIATES INC /MD/ 45450.00%0.00%0.00%Q2 2013Q2 202445
PARSONS CAPITAL MANAGEMENT INC/RI 45450.02%0.07%0.12%Q2 2013Q2 202445
BANK OF AMERICA CORP /DE/ 45450.00%0.00%0.02%Q2 2013Q2 202445
Mitsubishi UFJ Asset Management Co., Ltd. 45450.01%0.03%0.08%Q2 2013Q2 202445
Creative Planning 45450.00%0.01%0.01%Q2 2013Q2 202445
PRINCIPAL FINANCIAL GROUP INC 45450.00%0.00%0.03%Q2 2013Q2 202445
FIFTH THIRD BANCORP 45450.00%0.00%0.01%Q2 2013Q2 202445
Sumitomo Mitsui Trust Holdings, Inc. 45450.01%0.03%0.07%Q2 2013Q2 202445
RHUMBLINE ADVISERS 45450.01%0.02%0.05%Q2 2013Q2 202445
TEACHER RETIREMENT SYSTEM OF TEXAS 45450.00%0.02%0.22%Q2 2013Q2 202445
STATE STREET CORP 45450.00%0.02%0.05%Q2 2013Q2 202445
US BANCORP \DE\ 45450.00%0.01%0.01%Q2 2013Q2 202445
GUGGENHEIM CAPITAL LLC 45450.01%0.03%0.09%Q2 2013Q2 202445
BERKSHIRE ASSET MANAGEMENT LLC/PA 45450.91%2.15%4.12%Q2 2013Q2 202445
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 45450.02%0.03%0.05%Q2 2013Q2 202445
MORGAN STANLEY 45450.01%0.01%0.02%Q2 2013Q2 202445
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 45450.01%0.03%0.04%Q2 2013Q2 202445
Bank of New York Mellon Corp 45450.01%0.01%0.03%Q2 2013Q2 202445
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 45450.01%0.04%0.12%Q2 2013Q2 202445
VANGUARD GROUP INC 45450.03%0.05%0.08%Q2 2013Q2 202445
State of Alaska, Department of Revenue 45450.04%0.22%0.61%Q2 2013Q2 202445
GEODE CAPITAL MANAGEMENT, LLC 45450.01%0.03%0.04%Q2 2013Q2 202445
LAZARD ASSET MANAGEMENT LLC 45450.00%0.00%0.01%Q2 2013Q2 202445
Utah Retirement Systems 45450.02%0.04%0.06%Q2 2013Q2 202445
Invesco Ltd. 45450.00%0.00%0.01%Q2 2013Q2 202445
CREDIT SUISSE AG/ 45450.01%0.02%0.04%Q1 2013Q1 202445
STATE OF WISCONSIN INVESTMENT BOARD 45450.00%0.02%0.03%Q2 2013Q2 202445
Employees Retirement System of Texas 4310.01%0.05%0.14%Q2 2013Q2 202444
METROPOLITAN LIFE INSURANCE CO/NY 44440.00%0.01%0.03%Q2 2013Q1 202444
MACQUARIE GROUP LTD 3950.00%0.01%0.01%Q2 2013Q2 202444
MANUFACTURERS LIFE INSURANCE COMPANY, THE 23210.00%0.00%0.01%Q2 2013Q2 202444
Advisory Services Network, LLC 30140.01%0.16%0.76%Q2 2013Q2 202444
DEUTSCHE BANK AG\ 44440.00%0.02%0.12%Q3 2013Q2 202444
TOMPKINS FINANCIAL CORP 32120.00%0.01%0.03%Q2 2013Q2 202444
PEAK6 Group LLC 1540.00%0.02%0.11%Q2 2013Q2 201844
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 44440.00%0.01%0.02%Q3 2013Q2 202444
Wellington Shields & Co., LLC 25190.03%0.63%1.31%Q2 2013Q2 202444
CANADA LIFE ASSURANCE Co 44440.00%0.02%0.06%Q3 2013Q2 202444
FIRST MANHATTAN CO. LLC. 44440.00%0.00%0.01%Q2 2013Q1 202444
NORGES BANK 4210.00%0.03%0.04%Q1 2013Q2 202444
DIMENSIONAL FUND ADVISORS LP 44440.00%0.05%0.09%Q3 2013Q2 202444
Sumitomo Mitsui DS Asset Management Company, Ltd 3490.00%0.03%0.18%Q2 2013Q2 202443
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 36360.00%1.54%2.71%Q4 2014Q3 202343
STRS OHIO 43430.02%0.05%0.09%Q2 2013Q4 202343
HM PAYSON & CO 22210.00%0.01%0.02%Q2 2013Q2 202443
D.A. DAVIDSON & CO. 43430.00%0.03%0.11%Q4 2013Q2 202443
Janney Montgomery Scott LLC 31120.01%0.03%0.04%Q2 2013Q1 202443
STEPHENS INC /AR/ 4120.01%0.02%0.06%Q3 2013Q2 202443
AMERICAN INTERNATIONAL GROUP, INC. 26170.00%0.00%0.08%Q2 2013Q1 202443
Private Advisor Group, LLC 43430.00%0.08%0.23%Q4 2013Q2 202443
JANE STREET GROUP, LLC 1810.00%0.00%0.05%Q1 2014Q2 202443
PANAGORA ASSET MANAGEMENT INC 42420.00%0.00%0.01%Q1 2014Q2 202442
Gradient Investments LLC 2710.00%0.00%0.01%Q2 2013Q2 202442
Financial Management Professionals, Inc. 42420.01%0.02%0.06%Q1 2014Q2 202442
ASSOCIATED BANC-CORP 42420.03%0.07%0.13%Q1 2014Q2 202442
STIFEL FINANCIAL CORP 42420.00%0.01%0.03%Q1 2014Q2 202442
GLENMEDE TRUST CO NA 2180.00%0.00%0.01%Q2 2013Q2 202442
ProShare Advisors LLC 3930.00%0.02%0.06%Q2 2013Q2 202442
SHEETS SMITH WEALTH MANAGEMENT 2710.56%0.90%1.30%Q1 2013Q2 202442
Joel Isaacson & Co., LLC 30110.02%0.04%0.08%Q1 2014Q2 202441
COMMERCE BANK 41410.00%0.04%0.10%Q2 2014Q2 202441
KARPAS STRATEGIES, LLC 41411.16%2.08%2.81%Q2 2014Q2 202441
Cetera Advisors LLC 1940.02%0.10%0.26%Q2 2013Q4 202341
TCI Wealth Advisors, Inc. 41410.01%0.02%0.04%Q1 2013Q1 202341
Kistler-Tiffany Companies, LLC 41410.01%0.02%0.04%Q2 2013Q2 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3110.00%0.00%0.01%Q2 2013Q2 202441
THRIVENT FINANCIAL FOR LUTHERANS 21200.00%0.01%0.02%Q2 2013Q2 202441
CWM, LLC 19100.01%0.02%0.05%Q1 2014Q2 202440
ENVESTNET ASSET MANAGEMENT INC 3460.00%0.01%0.03%Q2 2013Q2 202440
PRUDENTIAL FINANCIAL INC 3820.00%0.01%0.04%Q2 2014Q2 202440
SPIRIT OF AMERICA MANAGEMENT CORP/NY 40400.17%0.38%0.58%Q3 2014Q2 202440
REGIONS FINANCIAL CORP 3020.00%0.00%0.01%Q2 2013Q1 202440
M&T BANK CORP 40400.00%0.01%0.01%Q3 2014Q2 202440
HUNTINGTON NATIONAL BANK 1710.00%0.00%0.00%Q4 2012Q2 202439
SEI INVESTMENTS CO 39390.00%0.01%0.05%Q4 2014Q2 202439
FRANKLIN RESOURCES INC 27120.00%0.00%0.01%Q2 2013Q2 202439
INSPIRION WEALTH ADVISORS, LLC 39390.31%1.56%3.83%Q4 2014Q2 202439
Tortoise Investment Management, LLC 39390.00%0.03%0.17%Q4 2014Q2 202439
KBC Group NV 23160.00%0.02%0.06%Q2 2013Q2 202439
PROFUND ADVISORS LLC 1930.01%0.02%0.04%Q2 2013Q2 202439
NEW YORK STATE COMMON RETIREMENT FUND 3710.00%0.02%0.04%Q2 2013Q2 202439
VIRGINIA RETIREMENT SYSTEMS ET Al 2450.01%0.15%0.56%Q4 2013Q3 202338
COMERICA BANK 38380.00%0.01%0.01%Q3 2013Q4 202238
MUFG Americas Holdings Corp 38380.00%0.00%0.01%Q2 2013Q3 202238
TWO SIGMA SECURITIES, LLC 1410.00%0.03%0.44%Q2 2016Q2 202438
PINNACLE FINANCIAL PARTNERS INC 2940.01%0.06%0.15%Q2 2014Q2 202438
THOMPSON SIEGEL & WALMSLEY LLC 38380.00%0.00%0.00%Q3 2014Q4 202338
Covington Capital Management 38380.02%0.03%0.11%Q2 2013Q3 202238
Allworth Financial LP 38380.00%0.06%0.24%Q1 2015Q2 202438
MARK SHEPTOFF FINANCIAL PLANNING, LLC 3170.02%0.20%0.39%Q1 2014Q2 202438
Diligent Investors, LLC 38380.10%0.32%0.65%Q1 2015Q2 202438
WHITTIER TRUST CO 38380.00%0.00%0.02%Q1 2015Q2 202438
Glassman Wealth Services 37370.01%0.03%0.06%Q4 2014Q4 202337
Squarepoint Ops LLC 1210.00%0.02%0.13%Q3 2015Q2 202437
Columbia Asset Management 1110.05%0.17%0.35%Q4 2013Q2 202437
AMALGAMATED BANK 37370.01%0.04%0.08%Q2 2015Q2 202437
DF DENT & CO INC 37370.00%0.01%0.01%Q2 2015Q2 202437
Stratos Wealth Partners, LTD. 3310.01%0.02%0.04%Q4 2014Q2 202437
Raymond James Financial Services Advisors, Inc. 3310.01%0.03%0.21%Q2 2013Q2 202437
AllSquare Wealth Management LLC 36360.06%0.11%0.16%Q3 2015Q2 202436
NISA INVESTMENT ADVISORS, LLC 2310.00%0.03%0.05%Q3 2014Q2 202436
Plancorp, LLC 2910.01%0.09%0.28%Q4 2013Q4 202336
Texas Yale Capital Corp. 36360.04%0.09%0.13%Q3 2015Q2 202436
AMP Capital Investors Ltd 36360.01%0.03%0.17%Q2 2013Q1 202236
Sigma Planning Corp 3510.02%0.06%0.27%Q4 2014Q2 202436
BENJAMIN F. EDWARDS & COMPANY, INC. 36360.00%0.04%0.11%Q3 2015Q2 202436
Rench Wealth Management, Inc. 36361.03%1.89%3.10%Q1 2015Q4 202336
Fisher Asset Management, LLC 35350.00%0.00%0.00%Q4 2015Q2 202435
CIBC Asset Management Inc 3010.00%0.00%0.02%Q3 2014Q2 202435
Brown Advisory Securities, LLC 35350.06%0.18%0.36%Q4 2013Q2 202235
BESSEMER GROUP INC 35350.00%0.01%0.04%Q4 2015Q2 202435
Twin Tree Management, LP 1610.00%0.05%0.26%Q3 2015Q2 202435
GUYASUTA INVESTMENT ADVISORS INC 23120.02%0.04%0.06%Q1 2014Q2 202435
ZACKS INVESTMENT MANAGEMENT 1830.01%0.29%0.72%Q3 2013Q2 202435
Cetera Advisor Networks LLC 2210.01%0.04%0.10%Q3 2013Q4 202334
SCHRODER INVESTMENT MANAGEMENT GROUP 2950.00%0.00%0.01%Q4 2013Q2 202434
OPTIMUM INVESTMENT ADVISORS 3020.02%0.15%0.35%Q4 2014Q2 202434
MILLENNIUM MANAGEMENT LLC 910.00%0.02%0.18%Q3 2013Q2 202434
MITCHELL SINKLER & STARR/PA 34340.09%0.36%0.72%Q1 2015Q2 202334
MACKENZIE FINANCIAL CORP 23110.00%0.00%0.02%Q3 2013Q2 202434
Geneos Wealth Management Inc. 34340.04%0.81%1.86%Q1 2016Q2 202434
IFP Advisors, Inc 20140.00%0.07%0.20%Q4 2015Q2 202434
FORSTA AP-FONDEN 3040.03%0.07%0.21%Q4 2015Q2 202434
Carnegie Investment Counsel 34340.02%0.11%0.43%Q1 2016Q2 202434
CANADA PENSION PLAN INVESTMENT BOARD 20130.00%0.03%0.08%Q3 2013Q2 202433
Nuveen Asset Management, LLC 23100.00%0.04%0.17%Q3 2013Q2 202433
NORTHSTAR INVESTMENT ADVISORS LLC 33330.04%1.45%2.08%Q2 2013Q2 202133
AQR Capital Management 33330.00%0.00%0.02%Q2 2016Q2 202433
Tower Research Capital LLC (TRC) 1810.00%0.02%0.06%Q2 2013Q2 202433
WEDBUSH SECURITIES INC 1110.01%0.06%0.14%Q2 2014Q2 202433
Robeco Institutional Asset Management B.V. 33330.00%0.02%0.08%Q2 2016Q2 202433
WealthPLAN Partners, LLC 2110.13%0.89%1.62%Q1 2015Q2 202433
Carroll Financial Associates, Inc. 2230.00%0.01%0.03%Q2 2013Q4 202132
IBM Retirement Fund 17150.02%0.04%0.07%Q2 2013Q1 202232
Cedar Wealth Management, LLC 32320.01%0.03%0.05%Q1 2016Q4 202332
Rafferty Asset Management, LLC 3110.00%0.04%0.26%Q2 2014Q2 202432
SIGNATUREFD, LLC 2610.00%0.01%0.03%Q2 2013Q2 202432
B. Riley Wealth Advisors, Inc. 2310.01%0.06%0.12%Q2 2013Q2 202432
Private Ocean, LLC 2220.00%0.13%2.01%Q1 2014Q2 202432
Johnson Financial Group, Inc. 3010.00%0.01%0.03%Q2 2013Q2 202431
SCHAFER CULLEN CAPITAL MANAGEMENT INC 31310.00%0.00%0.01%Q2 2013Q4 202031
Hanson & Doremus Investment Management 2830.01%0.07%0.15%Q3 2015Q4 202331
TRUIST FINANCIAL CORP 1920.00%0.02%0.04%Q4 2014Q1 202431
JNBA Financial Advisors 2010.00%0.01%0.03%Q1 2014Q2 202331
Parallel Advisors, LLC 31310.00%0.01%0.02%Q4 2016Q2 202431
Russell Investments Group, Ltd. 31310.00%0.02%0.16%Q4 2016Q2 202431
Brinker Capital Investments, LLC 1860.00%0.01%0.03%Q3 2013Q3 202231
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1610.00%0.04%0.08%Q2 2014Q2 202331
Sheaff Brock Investment Advisors, LLC 31310.04%0.06%0.08%Q1 2016Q3 202331
World Asset Management Inc 2470.01%0.02%0.04%Q2 2013Q3 202131
Royal Fund Management, LLC 31310.05%0.10%0.14%Q4 2016Q2 202431
FIRST MIDWEST BANK TRUST DIVISION 31310.05%0.08%0.12%Q2 2014Q4 202131
Ancora Advisors LLC 31310.00%0.05%0.13%Q4 2016Q2 202431
FCA CORP /TX 2230.09%0.14%0.20%Q2 2014Q2 202231
SVB WEALTH LLC 1920.00%0.02%0.07%Q4 2014Q2 202431
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 30300.01%0.02%0.08%Q1 2017Q2 202430
First Allied Advisory Services, Inc. 30300.01%0.05%0.10%Q2 2013Q3 202030
Oakworth Capital, Inc. 30300.01%0.02%0.05%Q2 2015Q3 202230
QUADRANT CAPITAL GROUP LLC 30300.01%0.01%0.03%Q1 2017Q2 202430
Mariner, LLC 30300.01%0.02%0.03%Q1 2017Q2 202430
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 30300.15%0.49%1.10%Q2 2013Q3 202030
MML INVESTORS SERVICES, LLC 30300.01%0.03%0.07%Q1 2017Q2 202430
BLAIR WILLIAM & CO/IL 29290.00%0.02%0.04%Q2 2017Q2 202429
FLAGSHIP HARBOR ADVISORS, LLC 2720.01%0.07%0.16%Q4 2016Q1 202429
Advisors Capital Management, LLC 29290.62%1.19%1.88%Q2 2017Q2 202429
Private Harbour Investment Management & Counsel, LLC 2710.21%0.90%1.45%Q2 2013Q4 202029
Winslow, Evans & Crocker, Inc. 29290.06%0.17%0.46%Q4 2013Q4 202029
BRADLEY FOSTER & SARGENT INC/CT 2720.01%0.17%0.42%Q2 2013Q2 202229
DUPONT CAPITAL MANAGEMENT CORP 2410.01%0.04%0.11%Q4 2015Q2 202329
Capital Investment Advisory Services, LLC 29290.04%0.10%0.17%Q2 2017Q2 202429
SALEM INVESTMENT COUNSELORS INC 2180.00%0.01%0.02%Q3 2016Q2 202429
WELLINGTON MANAGEMENT GROUP LLP 1560.00%0.00%0.02%Q4 2016Q2 202429
Horan Capital Advisors, LLC. 29290.44%1.09%1.98%Q2 2017Q2 202429
Walleye Trading LLC 610.00%0.00%0.01%Q3 2015Q2 202429
INSIGHT 2811, INC. 29290.11%0.58%1.09%Q1 2017Q1 202429
IHT Wealth Management, LLC 2360.00%0.10%0.44%Q4 2016Q2 202429
Curi RMB Capital, LLC 29290.02%0.04%0.07%Q2 2017Q2 202429
Sandy Spring Bank 2440.01%0.01%0.02%Q2 2013Q2 202428
BEACON INVESTMENT ADVISORY SERVICES, INC. 28280.02%0.10%0.42%Q3 2017Q2 202428
Gruss & Co., LLC 28283.15%5.89%9.69%Q2 2013Q1 202028
GRIFFIN ASSET MANAGEMENT, INC. 28280.10%0.19%0.30%Q3 2017Q2 202428
OPPENHEIMER & CO INC 1510.01%0.01%0.03%Q2 2013Q2 202428
Penserra Capital Management LLC 2080.00%0.01%0.08%Q4 2015Q2 202428
Independent Advisor Alliance 28280.00%0.09%0.25%Q3 2017Q2 202428
AMERICAN CENTURY COMPANIES INC 1110.00%0.03%0.08%Q3 2014Q2 202428
SYNOVUS FINANCIAL CORP 1610.00%0.00%0.01%Q2 2013Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%0.01%0.01%Q2 2013Q1 202028
First City Capital Management, Inc. 2310.01%0.46%1.66%Q4 2014Q1 202428
JANUS HENDERSON GROUP PLC 2710.00%0.01%0.14%Q3 2014Q2 202428
Fiduciary Trust Co International of Pennsylvania 28280.03%0.11%0.22%Q2 2013Q1 202028
First National Bank of Mount Dora, Trust Investment Services 27270.14%0.21%0.30%Q4 2017Q2 202427
State of New Jersey Common Pension Fund D 2070.01%0.03%0.05%Q2 2014Q2 202427
Mutual Advisors, LLC 27270.05%0.41%1.13%Q4 2017Q2 202427
Eldridge Investment Advisors, Inc. 27270.10%0.37%0.68%Q4 2017Q2 202427
Seneca House Advisors 27271.94%3.67%5.97%Q4 2017Q2 202427
Wealthcare Advisory Partners LLC 27270.01%0.09%0.16%Q4 2017Q2 202427
DIVIDEND ASSETS CAPITAL, LLC 15120.01%0.03%0.08%Q2 2013Q2 202427
Parallax Volatility Advisers, L.P. 810.00%0.00%0.01%Q2 2015Q2 202427
COMMONWEALTH EQUITY SERVICES, LLC 27270.11%0.34%0.88%Q4 2017Q2 202427
LexAurum Advisors, LLC 27270.06%0.21%0.43%Q4 2017Q2 202427
PIN OAK INVESTMENT ADVISORS INC 27270.08%0.16%0.31%Q4 2017Q2 202427
NEXT Financial Group, Inc 14130.01%0.04%0.12%Q3 2014Q4 202127
High Falls Advisors, Inc 1980.08%0.10%0.14%Q4 2015Q3 202227
Patriot Financial Group Insurance Agency, LLC 27270.01%0.06%0.15%Q4 2016Q2 202327
BNP Paribas Asset Management Holding S.A. 2340.00%0.04%0.11%Q4 2015Q2 202427
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.01%0.08%0.18%Q2 2013Q4 201927
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 27270.01%0.03%0.06%Q4 2017Q2 202427
CREATIVE FINANCIAL DESIGNS INC /ADV 1740.00%0.03%0.05%Q4 2016Q2 202427
Aperio Group, LLC 27270.00%0.01%0.03%Q2 2014Q4 202027
Arete Wealth Advisors, LLC 17100.04%0.10%0.21%Q3 2017Q2 202427
Laurel Wealth Advisors, Inc. 2340.05%0.11%0.18%Q4 2015Q4 202227
CARRET ASSET MANAGEMENT, LLC 1710.03%0.05%0.07%Q2 2016Q2 202427
Global Retirement Partners, LLC 1160.00%0.02%0.08%Q4 2016Q2 202427
Skandinaviska Enskilda Banken AB (publ) 2340.00%0.02%0.07%Q4 2015Q2 202427
Sound Income Strategies, LLC 27270.00%0.08%1.53%Q4 2017Q2 202427
New England Investment & Retirement Group, Inc. 15120.16%1.50%9.22%Q1 2014Q3 202127
CULLEN/FROST BANKERS, INC. 27270.01%0.11%0.20%Q4 2017Q2 202427
Baystate Wealth Management LLC 2110.00%0.01%0.02%Q2 2013Q4 202326
Allen Capital Group, LLC 2060.04%0.13%0.24%Q4 2017Q2 202426
Jacobi Capital Management LLC 1880.01%0.04%0.07%Q2 2016Q2 202426
Sargent Bickham Lagudis LLC 26260.00%0.01%0.02%Q3 2016Q4 202226
ASSETMARK, INC 2510.00%0.00%0.00%Q4 2017Q2 202426
CREDIT AGRICOLE S A 1810.00%0.01%0.01%Q2 2013Q2 202426
COLDSTREAM CAPITAL MANAGEMENT INC 2240.02%0.07%0.22%Q1 2017Q2 202426
RPg Family Wealth Advisory, LLC 2060.63%1.75%2.73%Q1 2016Q3 202226
Stellar Capital Management, LLC 15111.40%1.89%2.36%Q4 2013Q2 202026
Treasurer of the State of North Carolina 26260.02%0.03%0.05%Q1 2018Q2 202426
Capital Analysts, LLC 2330.00%0.00%0.01%Q4 2012Q2 202426
AdvisorNet Financial, Inc 2510.00%0.17%0.44%Q4 2017Q2 202426
HOWE & RUSLING INC 1210.00%0.03%0.23%Q4 2014Q2 202426
TWO SIGMA ADVISERS, LP 2210.00%0.04%0.10%Q2 2014Q2 202126
PRUDENTIAL PLC 1880.00%0.00%0.01%Q4 2015Q4 202326
Alpha Omega Wealth Management LLC 26260.00%0.16%0.28%Q1 2018Q2 202426
LVW Advisors, LLC 1510.04%0.07%0.12%Q4 2014Q1 202426
Mirae Asset Global Investments Co., Ltd. 1330.00%0.02%0.06%Q2 2013Q2 202426
Noven Financial Group, Inc. 26260.21%0.34%0.50%Q4 2013Q1 202026
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 26260.08%0.09%0.11%Q3 2013Q4 201926
Endurance Wealth Management, Inc. 2060.00%0.00%0.00%Q4 2016Q2 202326
Renaissance Technologies 1010.00%0.01%0.04%Q2 2013Q2 202326
Cubist Systematic Strategies, LLC 1710.00%0.03%0.10%Q3 2015Q2 202425
COZAD ASSET MANAGEMENT INC 25250.33%0.67%1.22%Q2 2018Q2 202425
Morse Asset Management, Inc 25250.08%0.26%0.77%Q1 2017Q1 202325
Gradient Capital Advisors, LLC 25250.17%1.18%2.95%Q2 2018Q2 202425
CENTAURUS FINANCIAL, INC. 25250.03%0.14%0.38%Q1 2018Q1 202425
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 1960.01%0.25%0.90%Q2 2014Q2 202225
TRUST CO OF VERMONT 1710.00%0.01%0.03%Q2 2017Q2 202425
Advisors Asset Management, Inc. 1710.00%0.01%0.02%Q2 2016Q2 202425
SHELL ASSET MANAGEMENT CO 2230.01%0.06%0.15%Q4 2016Q1 202425
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
Allianz Asset Management GmbH 1310.00%0.02%0.07%Q2 2013Q2 202425
Baird Financial Group, Inc. 25250.00%0.00%0.01%Q2 2018Q2 202425
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 25250.03%0.05%0.08%Q2 2018Q2 202425
Steward Partners Investment Advisory, LLC 2130.00%0.01%0.02%Q1 2018Q2 202424
LOS ANGELES CAPITAL MANAGEMENT LLC 1320.00%0.01%0.07%Q1 2015Q1 202224
FULLER & THALER ASSET MANAGEMENT, INC. 1920.00%0.01%0.02%Q4 2016Q2 202424
APG Asset Management N.V. 2220.00%0.01%0.06%Q4 2017Q2 202424
Kovack Advisors, Inc. 24240.04%0.09%0.17%Q3 2018Q2 202424
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 24240.01%0.03%0.05%Q3 2018Q2 202424
Belpointe Asset Management LLC 24240.03%0.09%0.21%Q3 2018Q2 202424
Quantbot Technologies LP 610.00%0.05%0.26%Q4 2013Q2 202424
Van Hulzen Asset Management, LLC 24240.02%0.06%0.12%Q3 2017Q2 202324
Maple Capital Management, Inc. 2220.03%0.25%0.57%Q2 2015Q3 202124
A. D. Beadell Investment Counsel, Inc. 24240.64%1.78%2.50%Q2 2014Q1 202024
Glen Eagle Advisors, LLC 1240.00%0.00%0.01%Q3 2017Q2 202424
Heritage Wealth Advisors 24240.00%0.00%0.01%Q3 2018Q2 202424
TEACHERS ADVISORS, LLC 24240.01%0.03%0.09%Q2 2013Q1 201924
BROWN BROTHERS HARRIMAN & CO 24240.00%0.00%0.00%Q3 2018Q2 202424
ROPES WEALTH ADVISORS LLC 24240.01%0.04%0.08%Q1 2015Q4 202024
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.00%0.01%0.02%Q2 2013Q1 201924
RFG Advisory, LLC 2310.01%0.10%0.39%Q2 2015Q2 202424
VALLEY NATIONAL ADVISERS INC 1250.00%0.00%0.01%Q1 2015Q1 202223
DnB Asset Management AS 23230.01%0.02%0.02%Q4 2018Q2 202423
Gulf International Bank (UK) Ltd 23230.02%0.04%0.06%Q4 2018Q2 202423
IFM Investors Pty Ltd 23230.03%0.04%0.06%Q4 2018Q2 202423
Laurel Wealth Advisors LLC 23230.00%0.01%0.02%Q4 2018Q2 202423
LAFFER TENGLER INVESTMENTS, INC. 23230.15%0.68%1.95%Q2 2013Q4 201823
NORDEA INVESTMENT MANAGEMENT AB 23230.00%0.01%0.06%Q4 2018Q2 202423
Integrated Wealth Concepts LLC 23230.02%0.04%0.09%Q4 2018Q2 202423
Dai-ichi Life Insurance Company, Ltd 23230.02%0.06%0.20%Q4 2018Q2 202423
TFG Advisers LLC 23230.53%1.13%1.61%Q4 2018Q2 202423
Paradigm Financial Partners, LLC 23230.05%0.45%1.39%Q4 2018Q2 202423
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 23230.01%0.01%0.01%Q2 2013Q4 201823
Kingsview Wealth Management, LLC 23230.01%0.02%0.08%Q4 2018Q2 202423
Cooper Financial Group 23230.09%0.23%0.38%Q4 2018Q2 202423
Cerity Partners OCIO LLC 23230.01%0.02%0.02%Q2 2017Q4 202223
TD ASSET MANAGEMENT INC 23230.00%0.00%0.01%Q4 2018Q2 202423
Old Port Advisors 1810.15%0.36%0.58%Q2 2018Q2 202423
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 23230.01%0.02%0.07%Q4 2018Q2 202423
SIMPLEX TRADING, LLC 710.00%0.00%0.02%Q4 2014Q2 202423
Cornerstone Wealth Management, LLC 1060.01%0.08%0.13%Q2 2018Q2 202423
Archer Investment Corp 23230.12%0.20%0.25%Q4 2018Q2 202423
D.B. Root & Company, LLC 23230.14%0.38%0.73%Q4 2018Q2 202423
VICTORY CAPITAL MANAGEMENT INC 2030.00%0.01%0.02%Q2 2015Q2 202423
Meiji Yasuda Asset Management Co Ltd. 23230.02%0.09%0.28%Q4 2018Q2 202423
Wambolt & Associates, LLC 23230.10%0.64%1.42%Q4 2018Q2 202423
AVANTAX ADVISORY SERVICES, INC. 23230.02%0.04%0.07%Q4 2018Q2 202423
FLC Capital Advisors 23230.12%0.39%0.64%Q4 2018Q2 202423
QS Investors, LLC 23230.00%0.04%0.12%Q4 2015Q2 202123
HighPoint Advisor Group LLC 1410.06%0.44%1.35%Q1 2016Q2 202423
Avantax Planning Partners, Inc. 1160.00%0.01%0.02%Q4 2016Q2 202423
Cetera Investment Advisers 23230.04%0.07%0.09%Q3 2018Q1 202423
Bison Wealth, LLC 23230.25%0.82%1.46%Q4 2018Q2 202423
EATON VANCE MANAGEMENT 23230.00%0.01%0.02%Q1 2017Q3 202223
MASSMUTUAL TRUST CO FSB/ADV 1110.00%0.00%0.01%Q4 2014Q2 202423
CENTERSQUARE INVESTMENT MANAGEMENT LLC 23230.01%0.62%2.12%Q4 2018Q2 202423
Zions Bancorporation, N.A. 23230.00%0.00%0.00%Q4 2018Q2 202423
Mitsubishi UFJ Trust & Banking Corp 23230.02%0.03%0.05%Q4 2018Q2 202423
abrdn plc 23230.00%0.01%0.02%Q4 2018Q2 202423
Lindbrook Capital, LLC 23230.00%0.01%0.03%Q4 2018Q2 202423
Korea Investment CORP 23230.00%0.01%0.04%Q4 2018Q2 202423
Global Wealth Management Investment Advisory, Inc. 23230.03%0.08%0.15%Q4 2018Q2 202423
Capital Planning Advisors, LLC 23230.03%0.08%0.13%Q4 2018Q2 202423
AE Wealth Management LLC 23230.01%0.03%0.11%Q4 2018Q2 202423
TORONTO DOMINION BANK 23230.00%0.01%0.01%Q4 2018Q2 202423
Conestoga Capital Advisors, LLC 1320.00%0.01%0.02%Q2 2017Q1 202322
ROYAL LONDON ASSET MANAGEMENT LTD 22220.02%0.03%0.04%Q1 2019Q2 202422
Horizon Kinetics 2020.00%0.01%0.02%Q2 2013Q4 201822
Rodgers Brothers Inc. 2020.08%0.15%0.29%Q1 2014Q2 202122
SRS Capital Advisors, Inc. 1320.09%0.18%0.37%Q3 2018Q2 202422
Kelly Financial Services LLC 22220.04%0.08%0.16%Q1 2019Q2 202422
Campbell Wealth Management 12100.03%0.07%0.18%Q4 2018Q2 202422
Vident Investment Advisory, LLC 1570.01%0.05%0.11%Q3 2017Q2 202322
PHILADELPHIA TRUST CO 22220.03%0.05%0.06%Q1 2019Q2 202422
ENTERPRISE FINANCIAL SERVICES CORP 1750.00%0.02%0.06%Q4 2015Q2 202122
Beacon Pointe Advisors, LLC 1750.02%0.09%0.18%Q4 2018Q2 202422
AVIVA PLC 22220.02%0.03%0.04%Q1 2019Q2 202422
Voya Financial Advisors, Inc. 22220.03%0.04%0.06%Q4 2015Q1 202122
Arizona State Retirement System 22220.02%0.04%0.12%Q1 2019Q2 202422
WESTPAC BANKING CORP 22220.01%0.01%0.02%Q4 2018Q1 202422
J.P. Morgan Private Wealth Advisors LLC 22220.00%0.01%0.02%Q2 2018Q3 202322
KEYBANK NATIONAL ASSOCIATION/OH 1010.00%0.00%0.01%Q2 2013Q4 202322
MERCER GLOBAL ADVISORS INC /ADV 22220.00%0.02%0.04%Q1 2019Q2 202422
DekaBank Deutsche Girozentrale 2110.00%0.01%0.03%Q4 2018Q2 202422
Cornerstone Wealth Group, LLC 22220.02%0.14%0.33%Q1 2019Q2 202422
LEVEL FOUR ADVISORY SERVICES, LLC 1820.01%0.08%0.30%Q4 2016Q1 202422
VAN ECK ASSOCIATES CORP 22220.01%0.01%0.02%Q1 2019Q2 202422
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 22220.02%0.05%0.12%Q4 2018Q1 202422
Rockefeller Capital Management L.P. 1840.00%0.00%0.01%Q4 2018Q2 202422
BUCKINGHAM STRATEGIC WEALTH, LLC 22220.00%0.02%0.06%Q1 2019Q2 202422
HORIZON KINETICS ASSET MANAGEMENT LLC 22220.02%0.02%0.03%Q1 2019Q2 202422
Focused Wealth Management, Inc 21210.02%0.03%0.08%Q4 2018Q4 202321
CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC 1340.01%0.07%0.19%Q4 2018Q2 202421
NewEdge Advisors, LLC 910.00%0.03%0.10%Q4 2016Q2 202421
NAPLES GLOBAL ADVISORS, LLC 1310.02%0.14%0.34%Q4 2013Q4 202321
National Pension Service 21210.00%0.03%0.06%Q2 2019Q2 202421
OneDigital Investment Advisors LLC 1810.00%0.02%0.04%Q1 2018Q2 202421
Achmea Investment Management B.V. 11100.01%0.03%0.07%Q1 2019Q2 202421
Markel Corporation 21210.85%1.55%2.26%Q2 2013Q2 201821
GAMCO INVESTORS, INC. ET AL 21210.01%0.01%0.02%Q2 2019Q2 202421
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
Brookstone Capital Management 1220.00%0.01%0.02%Q2 2015Q1 202421
Andra AP-fonden 1290.05%0.15%0.32%Q1 2019Q2 202421
BerganKDV Wealth Management, LLC 21210.00%0.00%0.00%Q2 2018Q2 202321
Atria Investments, Inc 1510.01%0.02%0.04%Q3 2018Q2 202421
Weaver Consulting Group 21210.66%1.27%1.59%Q2 2019Q2 202421
Candriam S.C.A. 20200.00%0.01%0.07%Q3 2019Q2 202421
AGF Investments LLC 940.00%0.04%0.16%Q4 2016Q3 202221
TOWNSQUARE CAPITAL LLC 1470.01%0.02%0.08%Q4 2018Q2 202421
Wealthstar Advisors, LLC 1290.23%0.94%1.82%Q1 2018Q1 202421
AMICA MUTUAL INSURANCE CO 1470.01%0.07%0.15%Q2 2013Q1 202121
GATEWAY INVESTMENT ADVISERS LLC 21210.00%0.07%0.14%Q2 2019Q2 202421
Princeton Global Asset Management LLC 21210.01%0.02%0.04%Q2 2019Q2 202421
American Portfolios Advisors 20200.01%0.02%0.04%Q4 2017Q3 202220
LINCOLN NATIONAL CORP 1640.01%0.01%0.04%Q1 2019Q1 202420
People's United Financial, Inc. 610.00%0.02%0.07%Q2 2013Q1 202220
Semmax Financial Advisors Inc. 1730.01%0.02%0.08%Q4 2018Q1 202420
HEADINVEST, LLC 1210.02%0.06%0.10%Q3 2014Q3 202320
CAPITAL MANAGEMENT ASSOCIATES /NY/ 1910.54%0.68%0.83%Q2 2013Q1 202020
Physician Wealth Advisors, Inc. 20200.04%0.12%0.19%Q3 2019Q2 202420
Vishria Bird Financial Group, LLC 20200.13%0.29%0.64%Q4 2018Q3 202320
Presima Securities ULC 1730.23%2.32%7.36%Q4 2018Q2 202420
Schonfeld Strategic Advisors LLC 1310.00%0.09%0.25%Q4 2017Q2 202420
TUDOR INVESTMENT CORP ET AL 410.00%0.05%0.33%Q3 2014Q2 202420
E. Ohman J:or Asset Management AB 1240.01%0.02%0.03%Q4 2018Q2 202420
WealthTrust-Arizona, LLC 20200.02%0.03%0.08%Q1 2014Q4 201820
STATE OF MICHIGAN RETIREMENT SYSTEM 1730.02%0.11%0.16%Q2 2013Q2 202420
Cribstone Capital Management, LLC 20200.01%0.20%0.57%Q4 2015Q3 202020
Sawyer & Company, Inc 20200.12%0.34%0.51%Q3 2019Q2 202420
Crestwood Advisors Group, LLC 20200.01%0.02%0.06%Q3 2019Q2 202420
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.24%0.82%1.91%Q1 2016Q4 202020
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.00%0.01%0.01%Q4 2014Q3 201920
COLONY GROUP LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
BENNICAS & ASSOCIATES, INC. 20200.78%1.02%1.44%Q1 2018Q4 202220
CADENCE CAPITAL MANAGEMENT LLC 1720.01%0.03%0.04%Q3 2013Q3 201819
Adams Wealth Management 19190.12%0.40%1.09%Q4 2019Q2 202419
IAG Wealth Partners, LLC 19190.03%0.08%0.23%Q4 2019Q2 202419
Insight Wealth Partners, LLC 19190.05%0.41%0.88%Q4 2019Q2 202419
Evercore Wealth Management, LLC 19190.00%0.01%0.03%Q2 2013Q4 201719
MARINER INDEPENDENT ADVISOR NETWORK, LLC 1610.06%0.11%0.38%Q1 2016Q3 202219
EXCHANGE TRADED CONCEPTS, LLC 19190.12%0.31%1.55%Q4 2019Q2 202419
EXANE DERIVATIVES 1810.00%0.00%0.00%Q4 2014Q1 202219
MARTINGALE ASSET MANAGEMENT L P 19190.03%0.27%0.38%Q3 2014Q1 201919
Ensign Peak Advisors, Inc 19190.00%0.01%0.02%Q4 2019Q2 202419
WASHINGTON TRUST Co 1810.00%0.00%0.01%Q2 2018Q2 202419
APG Asset Management US Inc. 1450.04%0.43%0.83%Q4 2013Q2 202419
V Wealth Advisors LLC 1110.01%0.28%0.56%Q2 2017Q2 202319
PGGM Investments 1180.01%1.00%2.42%Q3 2019Q2 202419
Pensionfund Sabic 19190.16%0.61%0.93%Q4 2019Q2 202419
Truvestments Capital LLC 1720.01%0.69%1.23%Q2 2019Q1 202419
Kathmere Capital Management, LLC 19190.03%0.09%0.26%Q4 2019Q2 202419
Carmichael Hill & Associates, Inc. 19190.00%0.00%0.01%Q4 2019Q2 202419
Cannell & Co. 19190.07%0.95%3.34%Q2 2013Q4 201719
Kerntke Otto McGlone Wealth Management Group 19190.37%0.89%1.95%Q4 2019Q2 202419
Stanley-Laman Group, Ltd. 1810.05%0.57%1.97%Q1 2014Q4 201919
Parkside Financial Bank & Trust 1090.00%0.00%0.01%Q1 2018Q2 202419
SOLARIS ASSET MANAGEMENT LLC 19190.02%0.03%0.12%Q2 2013Q4 201719
Amica Retiree Medical Trust 1270.02%0.09%0.20%Q4 2013Q1 202119
Austin Private Wealth, LLC 19190.05%0.13%0.32%Q4 2019Q2 202419
BOSTON FINANCIAL MANGEMENT LLC 19190.01%0.02%0.03%Q4 2019Q2 202419
Mirador Capital Partners LP 19190.09%0.15%0.27%Q4 2018Q2 202319
Pensionfund DSM Netherlands 19190.22%1.18%2.02%Q4 2019Q2 202419
Vestcor Inc 19190.01%0.04%0.14%Q4 2019Q2 202419
CLIENT 1ST ADVISORY GROUP, LLC 19190.32%0.53%0.91%Q4 2019Q2 202419
Monterey Private Wealth, Inc. 19190.08%0.15%0.25%Q4 2019Q2 202419
CITY HOLDING CO 19190.00%0.00%0.00%Q2 2018Q4 202219
HARBOR INVESTMENT ADVISORY, LLC 19190.10%0.14%0.20%Q4 2019Q2 202419
Certified Advisory Corp 1110.00%0.02%0.06%Q4 2017Q3 202319
BALYASNY ASSET MANAGEMENT L.P. 610.00%0.07%0.16%Q4 2017Q2 202419
Private Capital Group, LLC 19190.00%0.02%0.04%Q4 2017Q2 202219
BB&T SECURITIES, LLC 1810.01%0.10%0.15%Q2 2014Q3 201919
TD PRIVATE CLIENT WEALTH LLC 19190.00%0.01%0.03%Q4 2019Q2 202419
Equitable Holdings, Inc. 19190.00%0.02%0.03%Q4 2019Q2 202419
Mission Creek Capital Partners, Inc. 19190.13%0.36%0.55%Q4 2019Q2 202419
FineMark National Bank & Trust 1510.01%0.07%0.14%Q2 2013Q3 201919
Richard P Slaughter Associates Inc 19190.31%0.41%0.60%Q4 2019Q2 202419
RB Capital Management, LLC 19190.14%0.40%0.60%Q4 2019Q2 202419
Capital Square, LLC 19191.72%2.75%3.62%Q4 2019Q2 202419
MADDEN SECURITIES Corp 1710.15%0.30%0.58%Q4 2019Q2 202418
SUNTRUST BANKS INC 1110.00%0.00%0.01%Q1 2014Q3 201918
Commonwealth Equity Services, Inc 18180.18%0.25%0.35%Q2 2013Q3 201718
Aurora Private Wealth, Inc. 1260.41%0.64%1.32%Q4 2019Q2 202418
SeaBridge Investment Advisors LLC 1530.00%0.69%0.92%Q2 2016Q2 202318
RPG Investment Advisory, LLC 18180.00%0.01%0.01%Q2 2017Q3 202118
CENTRAL TRUST Co 1260.00%0.00%0.01%Q1 2014Q2 202418
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 1620.02%0.03%0.06%Q2 2013Q4 201718
MEEDER ASSET MANAGEMENT INC 1110.00%0.01%0.04%Q1 2017Q2 202418
Evanson Asset Management, LLC 750.02%0.13%0.41%Q4 2018Q1 202418
J.W. COLE ADVISORS, INC. 1710.02%0.08%0.18%Q4 2019Q2 202418
OSAIC HOLDINGS, INC. 18180.03%0.06%0.09%Q1 2020Q2 202418
Argent Trust Co 1320.01%0.05%0.10%Q3 2017Q2 202418
North Star Investment Management Corp. 1530.00%0.01%0.02%Q2 2017Q2 202418
WHALEROCK POINT PARTNERS, LLC 910.08%0.15%0.22%Q1 2015Q2 202218
VISTA INVESTMENT MANAGEMENT 18180.23%0.46%0.59%Q1 2020Q2 202418
Alpha Cubed Investments, LLC 1440.02%0.03%0.04%Q1 2019Q3 202318
HANTZ FINANCIAL SERVICES, INC. 18180.00%0.03%0.12%Q1 2020Q2 202418
Summit Wealth Group, LLC 1170.08%0.33%0.61%Q4 2019Q2 202418
Chicago Partners Investment Group LLC 1610.03%0.04%0.08%Q4 2014Q3 201918
Zhang Financial LLC 18180.14%1.04%1.89%Q1 2014Q2 201818
JAG CAPITAL MANAGEMENT, LLC 18180.11%0.17%0.30%Q2 2019Q3 202318
PARK AVENUE SECURITIES LLC 1040.00%0.04%0.09%Q3 2017Q2 202418
Legg Mason Asset Management (Japan) Co., Ltd. 1350.14%0.39%0.64%Q2 2017Q4 202118
HHM Wealth Advisors, LLC 18180.01%0.01%0.02%Q1 2020Q2 202418
UBS AG 660.00%0.03%0.11%Q2 2013Q3 201418
PARAMETRIC PORTFOLIO ASSOCIATES LLC 18180.00%0.01%0.02%Q4 2017Q1 202218
NATIONAL PLANNING CORP 18180.04%0.12%0.17%Q2 2013Q3 201718
Verition Fund Management LLC 410.00%0.02%0.08%Q2 2014Q1 202418
Focus Financial Network, Inc. 820.02%0.08%0.16%Q1 2019Q2 202418
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.04%0.05%0.06%Q4 2015Q1 202018
Laird Norton Wetherby Wealth Management, LLC 1160.01%0.03%0.04%Q4 2018Q2 202417
Community Capital Management, LLC 1420.01%1.40%2.84%Q4 2018Q2 202317
SEEYOND 17170.04%0.20%0.38%Q4 2018Q4 202217
BTC Capital Management, Inc. 1520.02%0.04%0.06%Q1 2020Q2 202417
Handelsbanken Fonder AB 17170.01%0.04%0.09%Q2 2020Q2 202417
Moors & Cabot, Inc. 1520.03%0.11%0.15%Q3 2019Q2 202417
H&H Retirement Design & Management INC 1430.20%0.27%0.40%Q1 2020Q2 202417
EVERGREEN CAPITAL MANAGEMENT LLC 910.01%0.04%0.27%Q1 2018Q2 202417
SUMMIT SECURITIES GROUP LLC 810.00%0.05%0.21%Q2 2014Q4 202317
Personal Capital Advisors Corp 17170.00%0.00%0.01%Q4 2018Q4 202217
NN Investment Partners Holdings N.V. 940.01%0.07%0.15%Q1 2016Q1 202217
Sequoia Financial Advisors, LLC 1120.01%0.04%0.14%Q3 2019Q2 202417
Jackson Wealth Management, LLC 610.04%0.08%0.33%Q3 2019Q2 202417
Global X Management CO LLC 1430.00%0.05%0.14%Q2 2013Q2 201817
TOBAM 1520.00%0.02%0.16%Q4 2019Q1 202417
Sonora Investment Management, LLC 730.01%0.06%0.28%Q3 2015Q3 202117
B. Riley Wealth Management, Inc. 630.00%0.03%0.05%Q2 2014Q2 202217
MGO ONE SEVEN LLC 1410.02%0.04%0.07%Q4 2017Q2 202417
Valeo Financial Advisors, LLC 1110.00%0.01%0.03%Q2 2018Q2 202417
Virtu Financial LLC 410.02%0.05%0.09%Q4 2015Q1 202417
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.00%0.02%Q3 2017Q2 202417
Symphony Financial, Ltd. Co. 17170.06%0.11%0.16%Q2 2020Q2 202417
Redpoint Investment Management Pty Ltd 17170.02%0.09%0.18%Q3 2018Q3 202217
WFG Advisors, LP 17170.01%0.04%0.09%Q2 2013Q2 201717
MERITAGE PORTFOLIO MANAGEMENT 17170.11%0.26%0.41%Q2 2020Q2 202417
PATTON ALBERTSON MILLER GROUP, LLC 17170.06%0.22%0.50%Q2 2019Q2 202317
Dougherty Wealth Advisers LLC 1520.04%0.07%0.12%Q4 2018Q1 202317
Jefferies Group LLC 810.00%0.00%0.01%Q2 2014Q3 202117
PRING TURNER CAPITAL GROUP INC 17172.14%2.62%3.23%Q4 2014Q4 201817
Detalus Advisors, LLC 17170.09%0.24%0.42%Q4 2019Q4 202317
CHICAGO EQUITY PARTNERS LLC 1020.01%0.14%0.37%Q3 2014Q1 202017
KNOTT DAVID M 17170.12%0.18%0.23%Q3 2017Q3 202117
CAMBRIDGE TRUST CO 510.00%0.01%0.02%Q2 2013Q4 202217
BALDWIN WEALTH PARTNERS LLC/MA 17170.00%0.02%0.07%Q2 2019Q2 202317
AXA S.A. 710.00%0.00%0.02%Q4 2015Q2 202417
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 1070.03%0.07%0.10%Q1 2020Q2 202417
Spot Trading L.L.C 510.00%0.01%0.04%Q3 2013Q4 201616
Western Wealth Management, LLC 1060.02%0.09%0.24%Q4 2018Q2 202416
NewFocus Financial Group, LLC 16160.83%1.29%1.58%Q1 2017Q4 202016
Key FInancial Inc 1510.01%0.04%0.07%Q1 2020Q2 202416
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
XML Financial, LLC 1420.15%0.37%0.68%Q2 2020Q2 202416
Hexagon Capital Partners LLC 16160.01%0.01%0.01%Q3 2020Q2 202416
JANICZEK WEALTH MANAGEMENT, LLC 16160.00%0.01%0.02%Q3 2020Q2 202416
CIBC Private Wealth Group LLC 1110.00%0.00%0.01%Q3 2017Q2 202416
Sowell Financial Services LLC 720.01%0.06%0.14%Q4 2018Q2 202416
Inspire Investing, LLC 16160.10%0.20%0.30%Q3 2020Q2 202416
CRAWFORD INVESTMENT COUNSEL INC 16160.07%0.24%0.52%Q3 2020Q2 202416
Banque Cantonale Vaudoise 16160.01%0.03%0.13%Q4 2019Q3 202316
Te Ahumairangi Investment Management Ltd 16160.52%0.77%0.93%Q3 2020Q2 202416
Simplicity Solutions, LLC 970.01%0.04%0.09%Q4 2018Q2 202316
EWG Elevate Inc. 16160.86%2.97%6.20%Q4 2019Q3 202316
Concord Wealth Partners 15150.02%0.21%1.15%Q4 2020Q2 202415
Avior Wealth Management, LLC 15150.00%0.01%0.01%Q4 2020Q2 202415
Virtue Capital Management, LLC 870.04%0.10%0.25%Q2 2020Q2 202415
Douglass Winthrop Advisors, LLC 1410.01%0.03%0.08%Q1 2015Q3 201915
Ellevest, Inc. 1410.00%0.01%0.02%Q4 2019Q4 202315
Sovereign Financial Group, Inc. 15150.06%0.14%0.21%Q4 2020Q2 202415
Tradition Wealth Management, LLC 15150.02%0.02%0.03%Q4 2020Q2 202415
Procyon Advisors, LLC 930.00%0.05%0.10%Q4 2019Q2 202415
Main Street Financial Solutions, LLC 15150.03%0.05%0.06%Q4 2020Q2 202415
Harvest Fund Management Co., Ltd 1320.00%0.01%0.02%Q1 2020Q4 202315
Apollon Wealth Management, LLC 15150.02%0.07%0.20%Q4 2020Q2 202415
HoyleCohen, LLC 15150.25%0.57%0.90%Q4 2020Q2 202415
CI INVESTMENTS INC. 1230.00%0.00%0.01%Q3 2019Q2 202415
BlackRock Institutional Trust Company, N.A. 15150.02%0.03%0.04%Q2 2013Q4 201615
BlackRock Japan Co. Ltd 15150.00%0.00%0.00%Q2 2013Q4 201615
LOGAN CAPITAL MANAGEMENT INC 1410.00%0.01%0.02%Q2 2016Q2 202415
Elo Mutual Pension Insurance Co 15150.03%0.03%0.04%Q4 2020Q2 202415
EP Wealth Advisors, LLC 1410.00%0.03%0.09%Q4 2018Q2 202415
BLACKROCK ADVISORS LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
REAL ESTATE MANAGEMENT SERVICES LLC 15150.26%1.23%3.29%Q2 2013Q4 201615
FAIRFIELD, BUSH & CO. 1210.01%0.11%0.18%Q3 2018Q4 202315
Founders Financial Alliance, LLC 15150.20%0.44%0.60%Q3 2020Q1 202415
Norinchukin Bank, The 15150.00%0.01%0.02%Q4 2020Q2 202415
Teamwork Financial Advisors, LLC 1410.04%0.07%0.12%Q2 2020Q2 202415
Advisor Group, Inc. 15150.02%0.03%0.05%Q2 2016Q4 201915
Sunbelt Securities, Inc. 710.02%0.07%0.16%Q4 2018Q2 202415
Flagship Private Wealth, LLC 15150.30%0.92%1.26%Q4 2020Q2 202415
MA Private Wealth 820.05%0.07%0.08%Q4 2018Q4 202215
Mercer Capital Advisers, Inc. 15150.04%0.04%0.05%Q4 2014Q2 201815
BlackRock Investment Management, LLC 15150.00%0.00%0.00%Q2 2013Q4 201615
Ayrshire Capital Management LLC 15150.32%0.38%0.46%Q4 2019Q2 202315
GPS Wealth Strategies Group, LLC 960.03%0.09%0.15%Q3 2020Q2 202415
MONTAG A & ASSOCIATES INC 15150.00%0.00%0.00%Q4 2020Q2 202415
BlackRock Fund Advisors 15150.01%0.02%0.03%Q2 2013Q4 201615
Core Wealth Advisors, Inc. 15150.00%0.01%0.02%Q3 2020Q1 202415
SOA Wealth Advisors, LLC. 15150.03%1.11%1.91%Q4 2020Q2 202415
Westend Capital Management, LLC 1210.04%0.36%0.52%Q2 2013Q2 202415
MSI Financial Services Inc 15150.01%0.02%0.04%Q2 2013Q4 201615
FRONTIER CAPITAL MANAGEMENT CO LLC 15150.00%0.00%0.00%Q3 2014Q1 201815
WOODWARD DIVERSIFIED CAPITAL, LLC 15150.16%0.26%0.42%Q4 2020Q2 202415
BEACON TRUST CO 15150.38%0.44%0.49%Q3 2013Q1 201715
Capital Investment Advisors, LLC 1110.01%0.01%0.03%Q2 2016Q4 202315
FIRST NATIONAL TRUST CO 15150.02%0.04%0.04%Q4 2020Q2 202415
EXCALIBUR MANAGEMENT CORP 15150.75%1.05%1.26%Q4 2020Q2 202415
D. SCOTT NEAL, INC. 1020.08%0.10%0.14%Q1 2016Q2 202215
BlackRock Group LTD 15150.00%0.02%0.02%Q2 2013Q4 201615
1832 Asset Management L.P. 15150.00%0.02%0.04%Q4 2020Q2 202415
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 15150.16%0.22%0.26%Q1 2020Q3 202315
Clearview Wealth Advisors LLC 15150.18%0.27%0.37%Q4 2020Q2 202415
TruWealth Advisors, LLC 15150.76%1.10%1.34%Q4 2020Q2 202415
MV CAPITAL MANAGEMENT, INC. 14140.01%0.05%0.07%Q1 2021Q2 202414
Illinois Municipal Retirement Fund 1220.01%0.14%0.46%Q4 2019Q2 202414
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
Chesley Taft & Associates LLC 1130.02%0.03%0.07%Q3 2019Q2 202314
Lido Advisors, LLC 1310.00%0.00%0.01%Q3 2020Q2 202414
Gilbert & Cook, Inc. 860.04%0.06%0.08%Q4 2020Q2 202414
Demars Financial Group, LLC 1220.17%1.87%3.41%Q4 2020Q2 202414
Qube Research & Technologies Ltd 510.00%0.05%0.14%Q2 2018Q3 202314
Bruderman Asset Management, LLC 810.03%0.04%0.06%Q1 2015Q1 201914
WELCH CAPITAL PARTNERS LLC/NY 14141.35%2.90%3.38%Q3 2014Q4 201714
KINGS POINT CAPITAL MANAGEMENT 14140.01%0.01%0.02%Q4 2018Q1 202214
AMUNDI ASSET MANAGEMENT US, INC. 14140.01%0.02%0.05%Q4 2017Q1 202114
Creegan & Nassoura Financial Group, LLC 14141.72%2.09%2.39%Q1 2021Q2 202414
Financial Avengers, Inc. 14140.00%0.00%0.01%Q4 2020Q1 202414
Eukles Asset Management 14140.00%0.00%0.00%Q1 2021Q2 202414
AMICA PENSION FUND BOARD OF TRUSTEES 14140.02%0.05%0.07%Q2 2013Q3 201614
DUBUQUE BANK & TRUST CO 1130.00%0.00%0.00%Q1 2014Q3 201714
REILLY FINANCIAL ADVISORS, LLC 1220.00%0.01%0.01%Q2 2015Q4 202114
Ellis Investment Partners, LLC 14140.01%0.04%0.07%Q2 2019Q3 202214
Spire Wealth Management 14140.00%0.01%0.01%Q1 2021Q2 202414
NewSquare Capital LLC 1310.00%0.32%0.75%Q4 2019Q2 202414
Colonial Trust Advisors 14140.18%0.41%0.62%Q1 2021Q2 202414
First Heartland Consultants, Inc. 1310.03%0.07%0.15%Q2 2020Q4 202314
Accel Wealth Management 1040.05%0.12%0.32%Q4 2020Q2 202414
AlphaCrest Capital Management LLC 14140.04%0.08%0.22%Q2 2019Q3 202214
Cullen Capital Management, LLC 14140.00%0.00%0.01%Q1 2021Q2 202414
FEDERATED HERMES, INC. 830.00%0.00%0.00%Q1 2017Q2 202414
Highlander Capital Management, LLC 14140.02%0.22%0.31%Q4 2020Q1 202414
Landmark Financial Advisors, LLC 14140.23%0.32%0.38%Q1 2020Q2 202314
Vestmark Advisory Solutions, Inc. 1310.03%0.04%0.05%Q3 2019Q2 202314
Foundry Partners, LLC 1040.31%0.65%1.05%Q2 2020Q2 202414
Livforsakringsbolaget Skandia, Omsesidigt 14140.00%0.01%0.02%Q4 2018Q1 202214
Addison Advisors LLC 1310.02%0.06%0.13%Q4 2020Q2 202414
GSA CAPITAL PARTNERS LLP 210.01%0.05%0.26%Q2 2014Q1 202414
Karpus Management, Inc. 1130.01%0.01%0.01%Q1 2016Q3 201914
AVALON CAPITAL MANAGEMENT 1040.14%0.31%0.71%Q3 2013Q3 202314
Inspire Advisors, LLC 1310.03%0.07%0.09%Q4 2020Q2 202414
Versant Capital Management, Inc 1220.00%0.01%0.01%Q2 2019Q2 202414
Paloma Partners Management Co 310.00%0.02%0.06%Q3 2014Q3 202214
WESTPORT RESOURCES MANAGEMENT INC 14140.02%0.05%0.11%Q2 2013Q3 201614
Total Clarity Wealth Management, Inc. 1220.19%0.57%0.98%Q4 2019Q2 202314
PSI Advisors, LLC 1210.01%0.05%0.08%Q4 2019Q2 202413
Community Bank, N.A. 13130.00%0.00%0.01%Q4 2017Q4 202013
FORA Capital, LLC 510.04%0.13%0.29%Q4 2019Q2 202413
EII CAPITAL MANAGEMENT, INC. 1120.42%0.90%1.47%Q4 2017Q3 202113
Field & Main Bank 540.01%0.02%0.04%Q2 2014Q4 201913
Maryland State Retirement & Pension System 760.02%0.03%0.04%Q1 2021Q2 202413
Vanguard Personalized Indexing Management, LLC 13130.02%0.05%0.10%Q2 2021Q2 202413
Altshuler Shaham Ltd 760.00%0.00%0.01%Q2 2018Q2 202313
CG Asset Management LLC 13130.22%0.42%0.66%Q4 2013Q4 201613
Wealthspire Advisors, L.P. 760.00%0.00%0.01%Q4 2015Q1 201913
AlphaStar Capital Management, LLC 810.02%0.04%0.06%Q4 2017Q1 202313
MARSHALL WACE, LLP 610.00%0.05%0.35%Q3 2014Q4 202313
Amundi 13130.01%0.01%0.02%Q2 2021Q2 202413
MetLife Investment Management, LLC 1030.00%0.01%0.06%Q3 2018Q2 202413
Fiera Capital Corp 13130.00%0.00%0.00%Q1 2021Q1 202413
Kaizen Financial Strategies 1120.24%0.43%0.57%Q4 2020Q1 202413
Sugarloaf Wealth Management, LLC 13130.00%0.00%0.00%Q4 2019Q4 202213
HBW ADVISORY SERVICES LLC 13130.05%0.25%0.40%Q2 2021Q2 202413
KANALY TRUST CO 13130.02%0.02%0.03%Q4 2013Q4 201613
RMR Advisors LLC 760.03%0.29%0.42%Q2 2013Q4 201813
Versor Investments LP 850.02%0.09%0.32%Q1 2021Q2 202413
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 940.01%0.02%0.06%Q3 2020Q2 202413
Financial Perspectives, Inc 13130.00%0.01%0.02%Q2 2021Q2 202413
Arkadios Wealth Advisors 630.01%0.05%0.10%Q4 2020Q2 202413
Private Capital Advisors, Inc. 13130.47%1.48%2.01%Q1 2021Q1 202413
HRT FINANCIAL LP 610.02%0.07%0.14%Q2 2018Q2 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
PUTNAM INVESTMENTS LLC 920.00%0.01%0.02%Q4 2013Q3 201813
Perigon Wealth Management, LLC 610.02%0.04%0.07%Q3 2011Q4 202313
HARBOUR INVESTMENTS, INC. 940.01%0.02%0.04%Q1 2021Q2 202413
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 910.00%0.00%0.02%Q1 2019Q2 202413
HANCOCK WHITNEY CORP 940.02%0.02%0.02%Q1 2014Q3 201713
MCIA Inc 12120.49%0.67%0.92%Q3 2020Q2 202312
MARSHWINDS ADVISORY CO 12120.20%0.22%0.25%Q1 2016Q4 201812
Dynamic Advisor Solutions LLC 610.02%0.04%0.09%Q4 2018Q2 202412
ADVISOR PARTNERS LLC 12120.02%0.02%0.04%Q3 2019Q2 202212
Forward Management, LLC 520.49%0.92%1.86%Q1 2014Q1 202212
Brio Consultants, LLC 12120.06%0.09%0.12%Q4 2018Q3 202112
Delos Wealth Advisors, LLC 12120.00%0.00%0.00%Q2 2021Q1 202412
M Holdings Securities, Inc. 820.09%0.20%0.28%Q2 2015Q4 202312
PineBridge Investments, L.P. 910.00%0.01%0.05%Q1 2018Q2 202412
San Luis Wealth Advisors LLC 1110.10%0.20%0.39%Q4 2020Q1 202412
FOX RUN MANAGEMENT, L.L.C. 310.13%0.22%0.33%Q4 2015Q3 202312
Benedetti & Gucer, Inc. 1110.16%0.31%0.42%Q1 2021Q1 202412
Virtu KCG Holdings LLC 810.00%0.01%0.03%Q3 2013Q4 201612
Herold Advisors, Inc. 12120.08%0.63%1.05%Q3 2021Q2 202412
GSI Capital Advisors LLC 910.85%2.42%5.49%Q2 2017Q2 202312
Financial Architects, Inc 12120.00%0.00%0.00%Q2 2016Q1 201912
RUSSELL FRANK CO/ 12120.00%0.00%0.01%Q2 2013Q1 201612
BENJAMIN EDWARDS INC 12120.01%0.03%0.05%Q3 2021Q2 202412
Stonebridge Capital Advisors LLC 1110.00%0.01%0.01%Q4 2019Q3 202312
Berman Capital Advisors, LLC 12120.00%0.00%0.01%Q4 2018Q3 202112
Clearstead Advisors, LLC 1110.00%0.00%0.00%Q2 2021Q2 202412
Ethic Inc. 12120.01%0.03%0.04%Q3 2021Q2 202412
BURNEY CO/ 610.01%0.02%0.04%Q2 2013Q2 202412
Ameritas Investment Partners, Inc. 930.00%0.03%0.11%Q4 2015Q2 202412
Prairiewood Capital, LLC 12120.20%1.40%2.22%Q3 2021Q2 202412
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.04%0.08%Q4 2018Q3 202112
ALLSTATE CORP 12120.03%0.04%0.08%Q1 2020Q4 202212
Cerity Partners LLC 12120.00%0.01%0.01%Q3 2021Q2 202412
Capital Asset Advisory Services LLC 12120.02%0.05%0.06%Q2 2020Q1 202312
Old North State Trust, LLC 660.00%0.00%0.01%Q3 2018Q4 202112
Claraphi Advisory Network, LLC 1110.10%0.33%0.68%Q4 2017Q2 202212
Wealthfront Advisers LLC 12120.00%0.01%0.01%Q3 2021Q2 202412
IFS Advisors, LLC 1110.00%0.01%0.02%Q4 2020Q2 202412
Parasol Investment Management, LLC 12120.17%0.29%0.45%Q2 2014Q1 201712
USS Investment Management Ltd 12120.02%0.04%0.05%Q3 2021Q2 202412
Ironwood Financial, llc 12120.02%0.03%0.04%Q4 2018Q3 202112
SITTNER & NELSON, LLC 12120.01%0.02%0.03%Q4 2020Q3 202312
First Horizon Advisors, Inc. 710.00%0.00%0.02%Q4 2018Q1 202412
SCHNIEDERS CAPITAL MANAGEMENT LLC 750.04%0.11%0.22%Q1 2016Q2 202312
Hudson Portfolio Management LLC 12120.65%0.80%0.93%Q1 2021Q4 202312
SouthState Corp 12120.01%0.01%0.02%Q3 2021Q2 202412
NATIONAL BANK OF CANADA /FI/ 11110.00%0.00%0.02%Q4 2021Q2 202411
STRATTON MANAGEMENT CO 11110.21%0.31%0.67%Q2 2013Q4 201511
Verdence Capital Advisors LLC 740.02%0.54%1.12%Q2 2021Q2 202411
PICTET ASSET MANAGEMENT LTD 11110.01%0.01%0.02%Q4 2018Q2 202111
Raleigh Capital Management Inc. 11110.09%0.18%0.34%Q4 2021Q2 202411
YOUSIF CAPITAL MANAGEMENT, LLC 11110.01%0.03%0.08%Q4 2021Q2 202411
Covestor Ltd 11110.01%0.03%0.07%Q4 2021Q2 202411
B. Metzler seel. Sohn & Co. AG 11110.00%0.00%0.01%Q4 2021Q2 202411
ALPS ADVISORS INC 920.00%0.01%0.01%Q4 2019Q3 202211
Keudell/Morrison Wealth Management 11110.08%0.12%0.25%Q1 2021Q3 202311
City State Bank 11110.02%0.02%0.03%Q4 2021Q2 202411
PRELUDE CAPITAL MANAGEMENT, LLC 210.00%0.06%0.21%Q1 2014Q1 202411
Willingdon Wealth Management 11110.00%0.63%1.08%Q3 2017Q1 202011
Retirement Planning Co of New England, Inc. 11110.15%0.19%0.24%Q4 2021Q2 202411
Blue Chip Wealth Management, Inc. 11110.25%0.37%0.47%Q1 2018Q3 202011
Braun-Bostich & Associates Inc. 920.06%0.28%0.48%Q4 2017Q3 202011
Strengthening Families & Communities, LLC 11110.00%0.02%0.03%Q4 2021Q2 202411
Byrne Asset Management LLC 11110.01%0.01%0.01%Q4 2021Q2 202411
Larson Financial Group LLC 11110.02%0.03%0.05%Q4 2021Q2 202411
Walleye Capital LLC 210.00%0.01%0.05%Q2 2020Q2 202411
BANK OF NOVA SCOTIA 1010.00%0.00%0.00%Q3 2020Q2 202411
Proficio Capital Partners LLC 1010.00%0.01%0.02%Q2 2016Q2 201911
Investmark Advisory Group LLC 11110.97%1.60%2.24%Q4 2021Q2 202411
ING GROEP NV 11110.01%0.01%0.02%Q2 2013Q4 201511
Pinion Investment Advisors, LLC 810.18%0.57%0.82%Q1 2018Q3 202311
Cordasco Financial Network 920.01%0.01%0.01%Q3 2019Q2 202211
Ignite Planners, LLC 11110.08%0.18%0.31%Q4 2021Q2 202411
Kalos Management, Inc. 910.02%0.15%0.32%Q4 2015Q1 202311
CIBC WORLD MARKETS CORP 510.00%0.05%0.09%Q4 2020Q2 202411
FIRST COMMUNITY TRUST NA 11110.01%0.01%0.01%Q4 2021Q2 202411
Ameritas Advisory Services, LLC 11110.01%0.03%0.06%Q4 2021Q2 202411
Lumature Wealth Partners, LLC 11110.22%0.28%0.41%Q4 2020Q2 202311
Smithfield Trust Co 11110.00%0.00%0.00%Q4 2021Q2 202411
McIlrath & Eck, LLC 740.00%0.01%0.02%Q4 2017Q2 202411
Aspire Wealth Management Corp 11110.14%0.22%0.29%Q4 2021Q2 202411
Allspring Global Investments Holdings, LLC 11110.00%0.00%0.02%Q4 2021Q2 202411
GREENLEAF TRUST 1010.00%0.01%0.01%Q3 2017Q2 202411
BROWN, LISLE/CUMMINGS, INC. 11110.82%1.54%2.11%Q4 2021Q2 202411
COHEN & STEERS, INC. 530.21%0.66%1.48%Q2 2013Q2 202411
Cannell Capital 11110.30%0.38%0.60%Q2 2013Q4 201511
Paladin Advisory Group, LLC 11110.02%0.03%0.04%Q4 2021Q2 202411
Legacy Financial Advisors, Inc. 11110.36%0.67%0.91%Q4 2017Q2 202011
JANUS HENDERSON INVESTORS US LLC 920.00%0.00%0.00%Q3 2013Q4 201611
Mach-1 Financial Group, LLC 11110.00%0.18%0.38%Q4 2021Q2 202411
CarsonAllaria Wealth Management, Ltd. 11110.32%0.45%0.57%Q4 2021Q2 202411
Oak Harvest Investment Services 11110.33%0.95%1.72%Q4 2020Q2 202311
UMB Bank, n.a. 11110.00%0.00%0.00%Q4 2021Q2 202411
VALLEY WEALTH MANAGERS, INC. 1010.00%0.28%0.41%Q4 2020Q3 202311
Rise Advisors, LLC 11110.05%0.07%0.09%Q4 2021Q2 202411
WINTON GROUP Ltd 620.01%0.03%0.06%Q1 2018Q3 202111
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 11110.02%0.06%0.09%Q4 2021Q2 202411
Widmann Financial Services, Inc. 11110.26%0.37%0.46%Q4 2021Q2 202411
Veritable, L.P. 910.00%0.00%0.01%Q1 2015Q2 202311
MKT Advisors LLC 11110.25%0.57%0.78%Q4 2021Q2 202411
WOLFF WIESE MAGANA LLC 11110.02%0.03%0.03%Q4 2021Q2 202411
C2C Wealth Management, LLC 11110.11%0.31%0.75%Q4 2021Q2 202411
Summit X, LLC 11110.15%0.30%0.43%Q2 2017Q4 201911
Bell Investment Advisors, Inc 920.00%0.00%0.01%Q3 2021Q2 202411
AXXCESS WEALTH MANAGEMENT, LLC 11110.01%0.04%0.09%Q4 2021Q2 202411
Prism Advisors, Inc. 520.07%0.10%0.14%Q1 2019Q1 202311
Sonora Investment Management Group, LLC 11110.43%0.60%0.72%Q4 2021Q2 202411
Tyler-Stone Wealth Management 550.03%0.05%0.07%Q4 2021Q2 202410
Beacon Capital Management, LLC 10100.00%0.01%0.02%Q1 2022Q2 202410
BFSG, LLC 640.00%0.12%0.37%Q4 2018Q2 202410
Citizens National Bank Trust Department 10100.00%0.00%0.01%Q4 2021Q1 202410
Horan Securities, Inc. 730.00%0.06%0.09%Q4 2020Q2 202310
ROTHSCHILD INVESTMENT LLC /IL 910.02%0.04%0.06%Q4 2014Q2 201710
Essex Savings Bank 730.05%0.09%0.11%Q4 2018Q2 202310
BUCKINGHAM STRATEGIC PARTNERS, LLC 550.01%0.02%0.04%Q4 2021Q2 202410
Allegis Investment Advisors, LLC 10100.20%0.40%0.53%Q4 2015Q1 201810
Freedom Day Solutions, LLC 10100.54%0.79%1.14%Q4 2017Q1 202010
Krilogy Financial LLC 10100.01%0.03%0.07%Q3 2015Q4 201710
Xact Kapitalforvaltning AB 10100.00%0.02%0.05%Q4 2017Q1 202010
Bramshill Investments, LLC 710.01%0.25%0.43%Q2 2019Q4 202310
CORNERCAP INVESTMENT COUNSEL INC 510.04%0.18%0.32%Q1 2018Q2 202410
MOTCO 910.00%0.01%0.02%Q3 2014Q2 202410
Iron Horse Wealth Management, LLC 10100.00%0.01%0.01%Q1 2022Q2 202410
Taylor Hoffman Wealth Management 910.04%0.08%0.11%Q4 2017Q2 202010
IndexIQ Advisors LLC 10100.00%0.01%0.01%Q4 2019Q1 202210
PFG Advisors 10100.02%0.07%0.12%Q1 2021Q2 202310
BCS Wealth Management 410.08%0.10%0.16%Q4 2019Q1 202310
360 Financial, Inc. 10100.08%0.20%0.32%Q1 2022Q2 202410
Alberta Investment Management Corp 510.00%0.02%0.08%Q1 2017Q1 202410
Point72 Asset Management, L.P. 310.00%0.01%0.04%Q4 2018Q2 202410
Bank of New Hampshire 10100.00%0.02%0.03%Q1 2022Q2 202410
PEDDOCK CAPITAL ADVISORS, LLC 10100.12%0.22%0.30%Q1 2022Q2 202410
CIBC WORLD MARKET INC. 510.00%0.00%0.00%Q4 2015Q3 202110
WOODSTOCK CORP 10100.03%0.03%0.04%Q2 2020Q3 202210
Armbruster Capital Management, Inc. 10100.02%0.03%0.04%Q4 2015Q1 201810
DELTA ASSET MANAGEMENT LLC/TN 730.00%0.00%0.00%Q2 2021Q2 202410
Lenox Wealth Advisors, LLC 10100.00%0.00%0.00%Q3 2019Q4 202110
Quantinno Capital Management LP 640.01%0.05%0.10%Q4 2021Q2 202410
USCA RIA LLC 710.02%0.11%0.32%Q2 2013Q1 202010
Quent Capital, LLC 10100.01%0.01%0.01%Q1 2022Q2 202410
Retirement Group, LLC 10100.01%0.01%0.02%Q4 2021Q1 202410
New England Private Wealth Advisors LLC 730.06%0.08%0.09%Q1 2017Q3 201910
Madden Advisory Services, Inc. 710.02%0.02%0.03%Q2 2013Q1 201710
Round Rock Advisors, LLC 10100.06%0.13%0.20%Q1 2022Q2 202410
RITHOLTZ WEALTH MANAGEMENT 410.01%0.02%0.04%Q1 2019Q4 202310
Kowal Investment Group, LLC 910.00%0.08%0.11%Q3 2021Q2 202410
Perennial Investment Advisors, LLC 820.05%0.09%0.19%Q4 2019Q2 202410
Prime Capital Investment Advisors, LLC 820.01%0.02%0.04%Q4 2017Q2 202410
Epoch Investment Partners, Inc. 10100.32%0.42%0.52%Q1 2021Q2 202310
Atria Wealth Solutions, Inc. 10100.04%0.06%0.07%Q1 2022Q2 202410
ZEVIN ASSET MANAGEMENT LLC 10100.08%0.17%0.25%Q3 2017Q4 201910
Federation des caisses Desjardins du Quebec 10100.00%0.00%0.01%Q1 2022Q2 202410
Semper Trust Co. 910.49%0.61%0.73%Q2 2013Q4 201510
TECTONIC ADVISORS LLC 10100.06%0.27%0.48%Q1 2021Q2 202310
Financial Gravity Asset Management, Inc. 510.00%0.02%0.07%Q1 2019Q2 20249
L.M. KOHN & COMPANY 990.07%0.18%0.33%Q1 2022Q1 20249
ADVOCATE GROUP LLC 990.84%1.26%1.56%Q2 2022Q2 20249
Princeton Alpha Management LP 540.06%0.21%0.29%Q1 2014Q1 20179
XPONANCE, INC. 990.01%0.01%0.02%Q2 2022Q2 20249
WealthPlan Investment Management, LLC 810.15%1.44%2.04%Q1 2022Q2 20249
GoalVest Advisory LLC 990.02%0.38%0.72%Q2 2022Q2 20249
ARBOR CAPITAL MANAGEMENT INC /ADV 990.49%0.57%0.72%Q4 2021Q4 20239
SevenBridge Financial Group, LLC 990.01%0.01%0.02%Q2 2016Q2 20189
BROOKS, MOORE & ASSOCIATES, INC. 990.68%1.01%1.14%Q2 2021Q2 20239
JEPPSON WEALTH MANAGEMENT, LLC 990.35%0.44%0.56%Q2 2022Q2 20249
PATHSTONE FAMILY OFFICE, LLC 610.00%0.00%0.01%Q1 2020Q3 20239
Ausdal Financial Partners, Inc. 410.01%0.10%0.24%Q4 2015Q1 20239
MADISON WEALTH MANAGEMENT 990.19%0.24%0.28%Q2 2021Q2 20239
HONEYWELL INTERNATIONAL INC 320.01%0.21%0.99%Q3 2014Q2 20199
Unigestion Holding SA 630.01%0.20%0.75%Q1 2019Q2 20219
Ritter Daniher Financial Advisory LLC / DE 990.01%0.03%0.13%Q2 2022Q2 20249
State of Wyoming 990.01%0.01%0.01%Q2 2022Q2 20249
GROUP ONE TRADING, L.P. 610.00%0.00%0.00%Q2 2020Q2 20249
NATIXIS ADVISORS, LLC 630.00%0.00%0.00%Q1 2022Q2 20249
Integrated Wealth Management 990.10%0.11%0.12%Q1 2015Q1 20179
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 990.01%0.04%0.06%Q4 2020Q4 20229
MBM Wealth Consultants, LLC 990.01%0.03%0.08%Q1 2021Q1 20239
Avion Wealth 810.00%0.10%0.14%Q3 2021Q2 20249
MANAGED ACCOUNT ADVISORS LLC 990.00%0.00%0.01%Q2 2013Q2 20159
FIRST QUADRANT LLC/CA 720.04%0.06%0.10%Q4 2016Q4 20219
CAROLINAS WEALTH CONSULTING LLC 540.00%0.01%0.01%Q2 2020Q3 20239
Parkwood LLC 810.04%0.06%0.09%Q4 2013Q3 20169
UNITED SERVICES AUTOMOBILE ASSOCIATION 610.00%0.01%0.02%Q4 2015Q2 20249
Campbell & CO Investment Adviser LLC 610.03%0.08%0.14%Q2 2021Q2 20249
CAPITAL GUARDIAN TRUST CO 990.00%0.01%0.01%Q4 2013Q4 20159
Holocene Advisors, LP 420.01%0.01%0.02%Q3 2021Q2 20249
MAI Capital Management 810.00%0.01%0.01%Q1 2022Q2 20249
Raub Brock Capital Management LP 810.04%0.05%0.07%Q1 2021Q2 20239
Bangor Savings Bank 990.01%0.01%0.02%Q2 2022Q2 20249
BDO Wealth Advisors, LLC 990.00%0.00%0.00%Q3 2020Q3 20229
Fortitude Advisory Group L.L.C. 720.12%0.20%0.30%Q4 2021Q1 20249
Blue Trust, Inc. 990.00%0.00%0.00%Q2 2022Q2 20249
MIDDLETON & CO INC/MA 990.08%0.10%0.11%Q4 2015Q4 20179
Kercheville Advisors, LLC 990.16%0.23%0.43%Q4 2020Q4 20229
Elmwood Wealth Management, Inc. 310.01%0.03%0.08%Q1 2018Q1 20219
INTECH INVESTMENT MANAGEMENT LLC 990.00%0.01%0.01%Q2 2022Q2 20249
Doyle Wealth Management 610.02%0.02%0.03%Q4 2018Q3 20229
Granite Bay Wealth Management, LLC 610.02%0.34%0.63%Q4 2021Q2 20249
ANCHOR CAPITAL ADVISORS LLC 990.05%0.07%0.09%Q2 2013Q2 20159
Rosenberg Matthew Hamilton 990.00%0.00%0.00%Q2 2022Q2 20249
TPG Financial Advisors, LLC 990.19%0.26%0.35%Q1 2019Q1 20219
Joseph P. Lucia & Associates, LLC 540.00%0.01%0.02%Q2 2019Q3 20219
TLP GROUP LLC 310.00%0.11%0.38%Q4 2015Q3 20189
Family Legacy, Inc. 990.10%0.20%0.29%Q2 2022Q2 20249
Poehling Capital Management, INC. 420.08%0.15%0.22%Q4 2017Q1 20219
Touchstone Capital, Inc. 720.18%0.20%0.24%Q4 2020Q1 20239
THOMASPARTNERS, INC. 810.00%0.03%0.06%Q2 2013Q2 20169
Regal Investment Advisors LLC 990.02%0.05%0.10%Q2 2013Q2 20159
OLD NATIONAL BANCORP /IN/ 510.01%0.02%0.03%Q2 2013Q2 20239
HARRELL INVESTMENT PARTNERS, LLC 720.12%0.16%0.22%Q1 2021Q3 20239
MACKAY SHIELDS LLC 720.00%0.01%0.04%Q1 2018Q1 20219
Bay Harbor Wealth Management, LLC 990.02%0.03%0.04%Q4 2018Q4 20209
BOOTHBAY FUND MANAGEMENT, LLC 210.01%0.05%0.12%Q1 2019Q2 20249
CVA Family Office, LLC 610.00%0.00%0.00%Q1 2021Q2 20249
Edge Wealth Management LLC 880.00%0.00%0.01%Q1 2015Q4 20168
TOKIO MARINE ASSET MANAGEMENT CO LTD 880.02%0.02%0.02%Q3 2022Q2 20248
Bogart Wealth, LLC 880.00%0.00%0.00%Q3 2022Q2 20248
Marshall Wace North America L.P. 310.00%0.04%0.20%Q4 2013Q3 20218
CHASE INVESTMENT COUNSEL CORP 880.09%0.46%1.88%Q4 2021Q3 20238
Salomon & Ludwin, LLC 440.00%0.00%0.00%Q2 2019Q2 20248
Filbrandt Wealth Management, LLC 880.03%0.04%0.05%Q4 2019Q3 20218
NuWave Investment Management, LLC 530.00%0.12%0.28%Q3 2020Q3 20228
RESOURCES MANAGEMENT CORP /CT/ /ADV 880.00%0.01%0.09%Q3 2021Q2 20238
Bensler, LLC 880.38%0.58%0.77%Q4 2021Q3 20238
FinTrust Capital Advisors, LLC 530.00%0.01%0.02%Q4 2018Q4 20218
Bank Julius Baer & Co. Ltd, Zurich 620.00%0.00%0.00%Q1 2020Q2 20238
Venture Visionary Partners LLC 620.01%0.03%0.03%Q2 2021Q1 20248
Accurate Wealth Management, LLC 880.05%0.08%0.10%Q3 2022Q2 20248
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 410.00%0.02%0.07%Q1 2020Q3 20238
Granite Investment Advisors, LLC 880.04%0.18%0.35%Q3 2013Q2 20158
CAPTRUST FINANCIAL ADVISORS 880.00%0.01%0.01%Q3 2022Q2 20248
NKCFO LLC 880.67%1.20%1.64%Q4 2020Q3 20228
All Season Financial Advisors, Inc. 880.28%0.49%0.66%Q2 2021Q1 20238
Brookfield Asset Management 420.11%0.24%0.46%Q1 2019Q4 20218
Mizuho Trust & Banking Co., Ltd. 880.00%0.00%0.01%Q4 2014Q3 20168
BEAM WEALTH ADVISORS, INC. 880.94%1.07%1.26%Q4 2019Q3 20218
BP PLC 620.02%0.04%0.06%Q2 2019Q2 20218
South Dakota Investment Council 880.03%0.04%0.05%Q1 2022Q4 20238
Homrich & Berg 420.01%0.03%0.08%Q4 2014Q3 20208
CYPRESS CAPITAL MANAGEMENT LLC 880.08%0.10%0.17%Q4 2014Q3 20168
Newbridge Financial Services Group, Inc. 880.01%0.03%0.08%Q2 2022Q1 20248
AlphaMark Advisors, LLC 530.00%0.01%0.01%Q3 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
NATIXIS 220.00%0.02%0.08%Q3 2019Q3 20228
BI Asset Management Fondsmaeglerselskab A/S 620.00%0.01%0.02%Q2 2019Q1 20248
LifePlan Financial Group, Inc 880.02%0.03%0.03%Q4 2018Q3 20208
Texan Capital Management 880.19%0.22%0.25%Q2 2015Q1 20178
ROMANO BROTHERS AND COMPANY 880.34%0.53%0.69%Q3 2022Q2 20248
BHF Kleinwort Benson Group S.A. 620.00%0.01%0.02%Q3 2013Q4 20158
Blume Capital Management, Inc. 880.00%0.00%0.01%Q3 2022Q2 20248
CLINTON GROUP INC 410.02%0.10%0.28%Q4 2013Q2 20178
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 440.01%0.01%0.01%Q2 2017Q4 20198
EverSource Wealth Advisors, LLC 880.01%0.03%0.09%Q3 2022Q2 20248
Rehmann Capital Advisory Group 710.01%0.01%0.03%Q1 2018Q2 20228
TD Waterhouse Canada Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
OSSIAM 880.00%0.01%0.01%Q3 2022Q2 20248
Lucia Wealth Services, LLC 880.02%0.07%0.15%Q4 2018Q3 20208
Paradiem, LLC 880.30%0.63%0.98%Q3 2022Q2 20248
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 880.07%0.09%0.13%Q3 2022Q2 20248
STEVENS CAPITAL MANAGEMENT LP 310.01%0.04%0.08%Q1 2014Q4 20198
PUBLIC SECTOR PENSION INVESTMENT BOARD 880.01%0.01%0.01%Q3 2022Q2 20248
Pure Financial Advisors, LLC 880.01%0.01%0.02%Q3 2021Q2 20238
SOUTH GEORGIA CAPITAL, LLC 880.01%0.03%0.08%Q4 2013Q3 20158
Alaska Permanent Fund Corp 530.00%0.02%0.03%Q2 2022Q2 20248
INVESTMENT CENTERS OF AMERICA INC 880.03%0.04%0.05%Q4 2015Q3 20178
Strategic Blueprint, LLC 710.02%0.03%0.05%Q2 2021Q2 20238
MCMILLION CAPITAL MANAGEMENT INC 410.02%0.03%0.04%Q2 2019Q2 20238
Colonial Trust Co / SC 880.12%0.30%0.45%Q3 2022Q2 20248
Ameritas Investment Company, LLC 320.01%0.02%0.03%Q4 2018Q3 20218
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q2 2013Q2 20248
Ameliora Wealth Management Ltd. 880.01%0.01%0.01%Q3 2022Q2 20248
BOKF, NA 610.00%0.00%0.01%Q3 2014Q2 20248
ExodusPoint Capital Management, LP 320.01%0.04%0.15%Q1 2020Q3 20238
CX Institutional 610.00%0.10%0.18%Q2 2018Q2 20228
Ranch Capital Advisors Inc. 880.01%0.01%0.03%Q4 2019Q3 20218
FourThought Financial, LLC 880.02%0.03%0.04%Q4 2020Q3 20228
NewEdge Wealth, LLC 880.01%0.01%0.02%Q3 2022Q2 20248
PICTET ASSET MANAGEMENT SA 880.01%0.01%0.02%Q3 2021Q2 20238
Monument Capital Management 710.06%0.30%0.68%Q4 2018Q1 20248
Sterling Capital Management LLC 410.00%0.02%0.02%Q1 2015Q2 20188
Naviter Wealth, LLC 880.15%0.18%0.25%Q3 2022Q2 20248
OneAscent Financial Services LLC 410.09%0.15%0.23%Q2 2019Q3 20227
Snowden Capital Advisors LLC 770.00%0.01%0.01%Q4 2021Q2 20237
Clear Creek Financial Management, LLC 770.06%0.11%0.20%Q4 2022Q2 20247
DARK FOREST CAPITAL MANAGEMENT LP 410.00%0.05%0.14%Q2 2021Q3 20237
Intrua Financial, LLC 770.06%0.07%0.10%Q3 2021Q1 20237
WORLDQUANT MILLENNIUM ADVISORS LLC 430.01%0.04%0.10%Q2 2021Q3 20237
Benson Investment Management Company, Inc. 771.66%1.78%1.94%Q4 2016Q2 20187
Strategic Wealth Partners, Ltd. 770.00%0.02%0.03%Q1 2018Q3 20197
Valmark Advisers, Inc. 310.00%0.00%0.01%Q1 2021Q2 20237
Clarity Financial LLC 770.05%0.07%0.12%Q4 2020Q2 20227
ONTARIO TEACHERS PENSION PLAN BOARD 410.00%0.01%0.02%Q3 2021Q2 20247
Samalin Investment Counsel, LLC 770.21%0.31%0.42%Q4 2022Q2 20247
Neo Ivy Capital Management 110.00%0.22%0.73%Q1 2019Q2 20247
Warther Private Wealth, LLC 770.20%0.29%0.65%Q2 2021Q4 20227
Farther Finance Advisors, LLC 770.00%0.01%0.02%Q4 2022Q2 20247
Nelson Capital Management, LLC 770.00%0.00%0.00%Q2 2017Q4 20187
CIC Wealth, LLC 770.14%0.26%0.46%Q4 2022Q2 20247
Dominick & Dominick LLC 770.43%0.49%0.59%Q2 2013Q4 20147
Cypress Wealth Advisors LLC 770.10%0.16%0.20%Q3 2015Q1 20177
RFP Financial Group LLC 770.00%0.01%0.01%Q4 2022Q2 20247
AEW CAPITAL MANAGEMENT L P 770.25%0.44%0.70%Q4 2022Q2 20247
Thrive Wealth Management, LLC 770.07%0.09%0.11%Q4 2021Q2 20237
HGI Capital Management, LLC 310.70%2.42%5.13%Q1 2019Q1 20247
RESOURCE AMERICA, INC. 771.12%2.45%3.42%Q4 2017Q2 20197
CreativeOne Wealth, LLC 610.01%0.02%0.02%Q1 2022Q2 20247
SeaCrest Wealth Management, LLC 610.01%0.01%0.01%Q4 2017Q2 20227
PROVENCE WEALTH MANAGEMENT GROUP 520.02%0.25%0.43%Q4 2021Q4 20237
Y-Intercept (Hong Kong) Ltd 210.05%0.19%0.38%Q4 2020Q2 20247
TimeScale Financial, Inc. 770.01%0.01%0.01%Q4 2021Q2 20237
Caption Management, LLC 210.01%0.10%0.30%Q2 2020Q3 20237
Impax Asset Management Group plc 770.00%0.00%0.01%Q1 2021Q3 20227
Corient Private Wealth LLC 770.00%0.01%0.01%Q4 2022Q2 20247
FDx Advisors, Inc. 770.01%0.02%0.03%Q4 2016Q2 20187
HERBST GROUP, LLC 770.18%0.51%0.73%Q1 2022Q3 20237
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 520.00%0.00%0.00%Q2 2022Q1 20247
Roof Eidam Maycock Peralta, LLC 430.07%0.21%0.58%Q4 2014Q2 20237
DAYMARK WEALTH PARTNERS, LLC 770.01%0.04%0.11%Q4 2022Q2 20247
Orion Portfolio Solutions, LLC 430.00%0.01%0.02%Q4 2019Q3 20227
Crossmark Global Holdings, Inc. 310.01%0.01%0.02%Q3 2016Q2 20247
LS Investment Advisors, LLC 610.00%0.01%0.02%Q4 2017Q1 20207
Sutton Wealth Advisors Inc. 520.00%0.01%0.02%Q3 2016Q3 20237
Yellowstone Partners, LLC 770.17%0.22%0.28%Q4 2013Q2 20157
Ahrens Investment Partners LLC 610.04%0.15%0.23%Q1 2021Q1 20237
Transamerica Financial Advisors, Inc. 610.00%0.01%0.01%Q2 2014Q1 20167
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 770.10%0.13%0.15%Q2 2016Q4 20177
Bridgewater Associates 410.00%0.01%0.01%Q2 2019Q4 20237
SHAPIRO ROBERT N 770.03%0.03%0.03%Q2 2013Q4 20147
Richard W. Paul & Associates, LLC 770.01%0.02%0.05%Q4 2022Q2 20247
Tradewinds Capital Management, LLC 510.00%0.01%0.03%Q2 2015Q4 20187
Arkos Global Advisors 610.04%0.06%0.08%Q1 2022Q4 20237
SILVERLAKE WEALTH MANAGEMENT LLC 770.14%0.17%0.21%Q4 2021Q2 20237
Gideon Capital Advisors, Inc. 210.13%0.25%0.49%Q2 2014Q4 20197
Fieldpoint Private Securities, LLC 770.04%0.05%0.06%Q4 2020Q2 20227
LGT Financial Advisors LLC 770.64%1.11%2.09%Q4 2022Q2 20247
FORTE CAPITAL LLC /ADV 520.14%0.16%0.18%Q3 2014Q2 20167
McGlone Suttner Wealth Management, Inc. 770.10%0.14%0.23%Q4 2022Q2 20247
Syntegra Private Wealth Group, LLC 770.03%0.06%0.13%Q4 2022Q2 20247
Householder Group Estate & Retirement Specialist, LLC 430.01%0.04%0.14%Q3 2022Q2 20247
TTP Investments, Inc. 770.16%0.27%0.38%Q4 2021Q2 20237
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
AGF MANAGEMENT LTD 770.01%0.02%0.02%Q4 2022Q2 20247
Redwood Financial Network Corp 770.21%0.37%0.51%Q3 2022Q1 20247
Per Stirling Capital Management, LLC. 770.07%0.11%0.15%Q4 2022Q2 20247
Bridgefront Capital, LLC 410.19%0.29%0.39%Q4 2020Q4 20237
Hilltop Partners LLC 770.55%0.89%1.52%Q4 2022Q2 20247
DUDLEY CAPITAL MANAGEMENT, LLC 770.21%0.32%0.47%Q4 2022Q2 20247
Berger Financial Group, Inc 770.02%0.06%0.12%Q4 2022Q2 20247
Adams Asset Advisors, LLC 770.04%0.12%0.19%Q4 2022Q2 20247
New England Capital Financial Advisors LLC 770.02%0.02%0.04%Q4 2022Q2 20247
Dynamic Technology Lab Private Ltd 110.02%0.06%0.13%Q4 2015Q1 20237
Jump Financial, LLC 210.02%0.08%0.24%Q3 2020Q2 20237
Gary Goldberg Planning Services Inc 770.05%0.06%0.07%Q2 2013Q4 20147
Heirloom Wealth Management 770.12%0.35%0.62%Q4 2022Q2 20247
NORTHWEST WEALTH MANAGEMENT, LLC 770.06%0.15%0.24%Q1 2018Q3 20197
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 430.00%0.04%0.07%Q2 2019Q2 20247
GUARDIAN CAPITAL LP 610.01%0.17%0.44%Q4 2016Q1 20237
WEALTHSPAN PARTNERS, LLC 770.35%0.55%0.67%Q4 2021Q2 20237
NEIRG Wealth Management, LLC 770.17%0.19%0.23%Q4 2021Q2 20237
WEBSTER BANK, N. A. 770.01%0.01%0.02%Q4 2016Q2 20187
Private Advisory Group LLC 430.04%0.18%0.39%Q2 2019Q2 20227
Csenge Advisory Group 520.00%0.06%0.10%Q3 2017Q4 20207
ARMSTRONG ADVISORY GROUP, INC 770.01%0.02%0.03%Q4 2022Q2 20247
True North Advisors, LLC 660.09%0.10%0.14%Q1 2023Q2 20246
Mascoma Wealth Management LLC 660.02%0.13%0.37%Q2 2017Q3 20186
OSTRUM ASSET MANAGEMENT 660.08%0.14%0.21%Q1 2023Q2 20246
CSat Investment Advisory, L.P. 660.00%0.01%0.01%Q2 2019Q3 20206
Park Place Capital Corp 420.00%0.00%0.00%Q4 2022Q2 20246
Krane Funds Advisors LLC 310.00%0.02%0.04%Q2 2019Q2 20226
Private Vista, LLC 420.22%0.27%0.32%Q4 2018Q2 20206
Pacer Advisors, Inc. 310.00%0.02%0.03%Q4 2016Q2 20246
MONETA GROUP INVESTMENT ADVISORS LLC 510.01%0.01%0.02%Q2 2022Q4 20236
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 330.00%0.01%0.03%Q1 2021Q2 20246
LITTLE HOUSE CAPITAL LLC 510.16%0.45%0.62%Q1 2021Q1 20236
CHILTON CAPITAL MANAGEMENT LLC 410.00%0.00%0.01%Q4 2021Q4 20236
Crosspoint Capital Strategies, LLC 510.02%0.03%0.09%Q4 2013Q4 20156
Cornerstone Management, Inc. 660.01%0.01%0.01%Q4 2021Q1 20236
Empower Advisory Group, LLC 660.00%0.00%0.00%Q1 2023Q2 20246
Stratford Consulting, LLC 660.09%0.11%0.14%Q4 2018Q1 20206
LVZ, Inc. 510.05%0.06%0.06%Q4 2017Q4 20196
FSA Wealth Management LLC 310.00%0.01%0.02%Q4 2019Q1 20246
Aspire Private Capital, LLC 510.01%0.01%0.01%Q4 2018Q3 20206
EMFO, LLC 660.01%0.01%0.02%Q3 2021Q4 20226
Cornerstone Planning Group LLC 510.00%0.01%0.02%Q4 2022Q2 20246
JOYN Advisors, Inc. 410.00%0.03%0.07%Q1 2018Q1 20206
DFPG INVESTMENTS, LLC 660.02%0.10%0.18%Q3 2022Q4 20236
THOROUGHBRED FINANCIAL SERVICES, LLC 660.05%0.11%0.14%Q1 2022Q2 20236
Robertson Stephens Wealth Management, LLC 660.02%0.10%0.20%Q4 2022Q1 20246
Clearwater Capital Advisors, LLC 410.03%0.03%0.04%Q1 2018Q2 20226
Cascadia Advisory Services, LLC 310.06%0.09%0.14%Q4 2019Q3 20216
Elite Wealth Management, Inc. 660.03%0.04%0.06%Q2 2013Q3 20146
Meridian Wealth Partners, LLC 660.01%0.02%0.03%Q4 2019Q1 20216
Point72 Hong Kong Ltd 210.01%0.09%0.26%Q4 2014Q2 20216
Surevest, LLC 661.18%1.28%1.40%Q2 2021Q3 20226
THOMPSON INVESTMENT MANAGEMENT, INC. 660.00%0.00%0.01%Q1 2023Q2 20246
Allied Investment Advisors, LLC 660.07%0.08%0.09%Q4 2021Q1 20236
Atlas Private Wealth Management, LLC 660.04%0.04%0.05%Q4 2019Q1 20216
Lenox Wealth Management, Inc. 660.06%0.07%0.07%Q1 2019Q2 20206
Essex Financial Services, Inc. 330.05%0.06%0.07%Q3 2014Q2 20176
Realta Investment Advisors 420.00%0.03%0.06%Q1 2019Q2 20246
Sullivan, Bruyette, Speros & Blaney, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
Blue Chip Partners, LLC 660.02%0.06%0.14%Q3 2019Q4 20206
Quad-Cities Investment Group, LLC 660.02%0.02%0.02%Q2 2018Q3 20196
Atlas Private Wealth Advisors 660.01%0.01%0.01%Q2 2020Q3 20216
HBK Sorce Advisory LLC 660.02%0.03%0.04%Q1 2023Q2 20246
Kernodle & Katon Asset Management Group, LLC 660.09%0.68%1.06%Q4 2015Q1 20176
Independence Bank of Kentucky 510.01%0.02%0.03%Q3 2019Q2 20246
Register Financial Advisors LLC 420.02%0.11%0.18%Q4 2022Q2 20246
GUARDIAN WEALTH ADVISORS, LLC / NC 660.04%0.07%0.13%Q4 2021Q1 20236
Coppell Advisory Solutions LLC 510.04%0.08%0.11%Q4 2022Q2 20246
Metis Global Partners, LLC 660.02%0.04%0.06%Q1 2023Q2 20246
RITTER DANIHER FINANCIAL ADVISORY LLC 660.12%0.16%0.20%Q4 2020Q1 20226
Summit Global Investments 660.46%0.76%1.39%Q4 2018Q1 20206
Pearl River Capital, LLC 310.01%0.12%0.26%Q3 2019Q2 20246
PDT Partners, LLC 510.03%0.19%0.47%Q3 2013Q1 20156
BANK OF HAWAII 310.02%0.03%0.03%Q3 2014Q4 20196
Washington Trust Advisors, Inc. 660.00%0.00%0.00%Q4 2021Q1 20236
Freedman Financial Associates, Inc. 660.01%0.01%0.02%Q4 2020Q1 20226
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 660.02%0.03%0.04%Q1 2023Q2 20246
OPPENHEIMER ASSET MANAGEMENT INC. 330.00%0.01%0.01%Q2 2020Q1 20246
STOCK YARDS BANK & TRUST CO 660.03%0.04%0.04%Q2 2013Q3 20146
D'Orazio & Associates, Inc. 330.00%0.00%0.01%Q2 2017Q3 20216
Hudock, Inc. 310.00%0.00%0.01%Q2 2017Q3 20226
COMMONWEALTH BANK OF AUSTRALIA 660.00%0.01%0.01%Q1 2018Q2 20196
Knott David M Jr 660.17%0.27%0.42%Q4 2021Q1 20236
VitalStone Financial, LLC 510.01%0.01%0.01%Q4 2022Q2 20246
BARINGS LLC 420.01%0.01%0.01%Q2 2013Q1 20156
ACADIAN ASSET MANAGEMENT LLC 410.00%0.00%0.00%Q1 2019Q1 20226
D L CARLSON INVESTMENT GROUP INC 660.37%0.62%0.78%Q2 2022Q3 20236
XTX Topco Ltd 210.03%0.11%0.23%Q2 2021Q2 20246
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 660.03%0.03%0.04%Q4 2021Q1 20236
SageView Advisory Group, LLC 510.01%0.03%0.04%Q4 2022Q2 20246
Jupiter Investment Management Ltd 210.01%0.05%0.10%Q4 2013Q4 20196
Glass Jacobson Investment Advisors llc 510.03%0.06%0.12%Q4 2022Q2 20246
MILLER HOWARD INVESTMENTS INC /NY 660.09%0.10%0.12%Q3 2017Q4 20186
Aptus Capital Advisors, LLC 660.01%0.01%0.01%Q1 2022Q2 20236
BARRETT & COMPANY, INC. 660.02%0.03%0.04%Q3 2022Q4 20236
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Friedberg Investment Management 660.31%0.42%0.48%Q3 2014Q4 20156
Meiji Yasuda Life Insurance Co 310.00%0.01%0.04%Q1 2020Q3 20236
Golden State Wealth Management, LLC 310.05%0.07%0.09%Q1 2019Q3 20205
High Net Worth Advisory Group LLC 550.02%0.02%0.03%Q4 2021Q4 20225
Moser Wealth Advisors, LLC 550.02%0.03%0.03%Q2 2023Q2 20245
HB Wealth Management, LLC 320.00%0.01%0.01%Q1 2022Q2 20245
Walker Asset Management, LLC 550.18%0.20%0.22%Q4 2021Q4 20225
Cohen Capital Management, Inc. 550.45%0.56%0.67%Q2 2023Q2 20245
WOODMONT INVESTMENT COUNSEL LLC 410.00%0.01%0.01%Q2 2015Q3 20165
UNIONVIEW, LLC 320.21%0.24%0.29%Q4 2021Q1 20235
V2 Financial group LLC 550.61%1.52%1.85%Q4 2020Q4 20215
ATLANTA FINANCIAL ASSOCIATES LLC /ADV 550.37%0.66%1.24%Q1 2020Q1 20215
Quantitative Investment Management, LLC 410.05%0.08%0.12%Q1 2020Q3 20215
TD Capital Management LLC 550.01%0.01%0.01%Q2 2019Q2 20205
Rainsberger Wealth Advisors, Inc. 550.30%0.39%0.46%Q3 2022Q3 20235
BECK CAPITAL MANAGEMENT, LLC 550.11%0.14%0.16%Q1 2022Q1 20235
Laraway Financial Advisors Inc 550.15%0.69%1.12%Q4 2022Q4 20235
Cassady Schiller Wealth Management, LLC 550.02%0.02%0.03%Q2 2023Q2 20245
Connor, Clark & Lunn Investment Management Ltd. 210.01%0.01%0.01%Q1 2019Q4 20215
HERITAGE WEALTH MANAGEMENT, LLC 410.00%0.00%0.00%Q3 2021Q4 20225
Alta Advisers Ltd 550.02%0.02%0.03%Q2 2023Q2 20245
Adelante Capital Management LLC 210.00%0.18%0.85%Q4 2014Q4 20235
KEMPNER CAPITAL MANAGEMENT INC. 210.09%0.12%0.13%Q4 2014Q4 20175
Annex Advisory Services, LLC 320.01%0.01%0.02%Q4 2021Q1 20235
Weiss Multi-Strategy Advisers LLC 310.03%0.54%1.05%Q1 2014Q4 20215
Resurgent Financial Advisors LLC 550.02%0.02%0.03%Q4 2022Q4 20235
CoreCap Advisors, LLC 210.00%0.01%0.01%Q4 2021Q2 20245
Riverview Trust Co 320.01%0.02%0.03%Q4 2022Q2 20245
Pathway Financial Advisers, LLC 320.68%0.80%0.91%Q4 2022Q1 20245
Paragon Capital Management Ltd 550.11%0.17%0.26%Q3 2017Q3 20185
WOLVERINE ASSET MANAGEMENT LLC 410.00%0.02%0.03%Q4 2019Q1 20245
SlateStone Wealth, LLC 550.07%0.08%0.09%Q1 2019Q1 20205
Gupta Wealth Management LLC 550.08%0.13%0.19%Q1 2015Q1 20165
JSF Financial, LLC 320.09%0.15%0.24%Q2 2019Q2 20225
Vantage Investment Advisors, LLC 320.00%0.01%0.02%Q1 2016Q3 20185
Prudent Man Advisors, LLC 550.26%0.32%0.35%Q2 2022Q2 20235
Capital Advisors, Ltd. LLC 310.00%0.00%0.00%Q4 2021Q2 20245
Hilltop Holdings Inc. 410.03%0.03%0.04%Q4 2021Q1 20235
CERTUITY, LLC 550.14%0.20%0.22%Q1 2021Q1 20225
EPG Wealth Management LLC 210.02%0.07%0.10%Q1 2020Q1 20235
CoreFirst Bank & Trust 550.02%0.02%0.02%Q4 2020Q4 20215
PEREGRINE CAPITAL MANAGEMENT LLC 550.00%0.00%0.00%Q2 2018Q2 20195
SECURIAN ASSET MANAGEMENT, INC 320.03%0.05%0.11%Q3 2020Q2 20245
GLOBEFLEX CAPITAL L P 310.06%0.15%0.25%Q2 2014Q2 20205
Armstrong, Fleming & Moore, Inc 551.98%2.95%3.98%Q2 2023Q2 20245
Long Run Wealth Advisors, LLC 320.08%0.09%0.10%Q4 2021Q1 20235
Davis Capital Management 320.01%0.44%1.08%Q1 2020Q2 20245
Human Investing LLC 550.01%0.01%0.02%Q4 2018Q4 20195
Quadrature Capital Ltd 410.01%0.04%0.08%Q3 2020Q1 20225
Desjardins Global Asset Management Inc. 320.00%0.01%0.05%Q4 2021Q4 20235
Gator Capital Management, LLC 320.15%0.16%0.18%Q4 2021Q1 20235
FIRST MERCHANTS CORP 550.08%0.08%0.09%Q2 2015Q2 20165
OLD REPUBLIC INTERNATIONAL CORP 550.75%0.85%1.04%Q2 2021Q2 20225
Cherry Tree Wealth Management, LLC 550.06%0.08%0.10%Q2 2023Q2 20245
Ameraudi Asset Management, Inc. 310.07%0.10%0.16%Q4 2019Q4 20225
Nemes Rush Group LLC 550.00%0.00%0.00%Q2 2023Q2 20245
ADVISOR PARTNERS II, LLC 550.01%0.02%0.02%Q3 2022Q3 20235
HAP Trading, LLC 210.00%0.03%0.15%Q4 2020Q2 20235
Ranger Global Real Estate Advisors, LLC 312.19%4.80%6.18%Q2 2020Q2 20235
Good Life Advisors, LLC 550.03%0.04%0.05%Q3 2021Q3 20225
Cape Investment Advisory, Inc. 410.00%0.01%0.01%Q1 2023Q2 20245
FIRST FOUNDATION ADVISORS 550.01%0.01%0.01%Q1 2021Q1 20225
UniSuper Management Pty Ltd 550.03%0.04%0.05%Q2 2023Q2 20245
DC Investments Management, LLC 550.18%0.34%0.43%Q2 2018Q2 20195
Stratos Wealth Advisors, LLC 550.14%0.17%0.20%Q2 2022Q2 20235
GHP Investment Advisors, Inc. 550.00%0.00%0.00%Q2 2023Q2 20245
Cadence Bank 550.02%0.02%0.03%Q2 2023Q2 20245
Kore Private Wealth LLC 320.03%0.04%0.05%Q1 2019Q2 20205
Bartlett & Co. LLC 310.00%0.00%0.00%Q2 2020Q2 20235
Lebenthal Holdings,LLC 550.07%0.09%0.11%Q2 2015Q2 20165
Cipher Capital LP 110.22%0.44%0.68%Q3 2019Q2 20235
Arrow Investment Advisors, LLC 550.18%0.19%0.21%Q2 2021Q2 20225
BARTLETT & CO. WEALTH MANAGEMENT LLC 310.00%0.00%0.00%Q2 2020Q2 20235
TRANSATLANTIQUE PRIVATE WEALTH LLC 550.23%0.27%0.32%Q2 2022Q2 20235
Osborn Williams & Donohoe LLC 550.03%0.03%0.04%Q1 2019Q1 20205
FormulaFolio Investments, LLC 310.01%0.01%0.03%Q1 2018Q4 20205
Missouri Trust & Investment Co 550.02%0.06%0.11%Q2 2023Q2 20245
Teza Capital Management LLC 320.05%0.15%0.25%Q2 2019Q3 20215
Gibson Wealth Advisors LLC 550.04%0.04%0.04%Q4 2021Q4 20225
Centiva Capital, LP 310.00%0.02%0.03%Q1 2022Q2 20245
VSR Financial Services, Inc. 550.02%0.03%0.03%Q1 2014Q1 20155
Checchi Capital Advisers, LLC 210.02%0.03%0.03%Q1 2016Q1 20235
Financial Engines Advisors L.L.C. 550.00%0.00%0.00%Q3 2020Q3 20215
HIGH POINT BANK & TRUST CO 550.10%0.11%0.12%Q4 2015Q4 20165
Optimal Asset Management, Inc. 550.15%0.23%0.38%Q4 2019Q4 20205
Avidian Wealth Enterprises, LLC 410.01%0.04%0.10%Q4 2018Q3 20235
Argentus Capital Management, LLC 550.15%0.26%0.38%Q3 2015Q3 20165
PFG Investments, LLC 320.03%0.04%0.08%Q1 2023Q2 20245
ANCORA FAMILY WEALTH ADVISORS, LLC 550.51%0.64%0.72%Q3 2015Q3 20165
Portfolio Solutions, LLC 550.01%0.01%0.01%Q1 2017Q1 20185
ST GERMAIN D J CO INC 550.00%0.00%0.00%Q2 2023Q2 20245
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 550.02%0.02%0.02%Q4 2021Q4 20225
Prospera Financial Services Inc 210.01%0.01%0.03%Q3 2020Q2 20245
HORIZON BANCORP INC /IN/ 410.01%0.01%0.01%Q4 2019Q4 20225
BRASADA CAPITAL MANAGEMENT, LP 550.00%0.00%0.00%Q4 2017Q4 20185
Ledyard National Bank 550.00%0.00%0.01%Q3 2014Q3 20155
Terra Nova Asset Management LLC 550.45%0.72%1.62%Q1 2015Q1 20165
Robbins Farley 410.01%0.01%0.02%Q1 2023Q2 20245
Pinnacle Wealth Planning Services, Inc. 310.04%0.04%0.04%Q4 2020Q2 20224
Vident Advisory, LLC 440.04%0.05%0.06%Q3 2023Q2 20244
SIMON QUICK ADVISORS, LLC 310.00%0.02%0.02%Q1 2020Q3 20214
AFFINITY WEALTH MANAGEMENT LLC 310.05%0.27%0.41%Q4 2018Q3 20224
Global Financial Private Client, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Quarry LP 220.00%0.01%0.01%Q1 2023Q2 20244
ORRSTOWN FINANCIAL SERVICES INC 440.00%0.00%0.00%Q3 2017Q2 20184
Elkfork Partners LLC 310.01%0.01%0.02%Q4 2016Q1 20184
Glenview Trust Co 440.01%0.01%0.01%Q1 2019Q4 20194
Curi Wealth Management, LLC 310.01%0.02%0.04%Q4 2020Q2 20224
LBP AM SA 440.01%0.02%0.04%Q3 2023Q2 20244
Coston, McIsaac & Partners 440.00%0.00%0.00%Q3 2023Q2 20244
Concorde Asset Management, LLC 440.26%0.34%0.40%Q2 2016Q1 20174
Clal Insurance Enterprises Holdings Ltd 440.00%0.00%0.00%Q1 2021Q4 20214
Beacon Capital Management, Inc. 440.00%0.00%0.00%Q1 2023Q4 20234
Echo Street Capital Management LLC 110.01%0.23%0.48%Q1 2014Q1 20174
BB&T INVESTMENT SERVICES, INC. 440.01%0.11%0.18%Q1 2017Q4 20174
BAR HARBOR TRUST SERVICES 441.38%1.75%1.96%Q2 2016Q1 20174
Better Money Decisions, LLC 310.02%0.02%0.02%Q1 2021Q2 20224
HERITAGE INVESTORS MANAGEMENT CORP 440.01%0.01%0.02%Q1 2019Q4 20194
M&R CAPITAL MANAGEMENT INC 440.00%0.00%0.00%Q3 2023Q2 20244
PRENTISS SMITH & CO INC 310.01%0.02%0.02%Q3 2017Q3 20184
WCG Wealth Advisors LLC 440.08%0.09%0.10%Q3 2023Q2 20244
Meadow Creek Investment Management LLC 310.00%0.01%0.02%Q4 2016Q1 20184
Capital World Investors 440.04%0.05%0.06%Q2 2022Q1 20234
Summit Financial Wealth Advisors, LLC 440.03%0.03%0.04%Q4 2014Q3 20154
APPLETON PARTNERS INC/MA 310.03%0.04%0.06%Q2 2014Q4 20194
Winch Advisory Services, LLC 310.02%0.02%0.02%Q1 2014Q1 20154
Financial Synergies Wealth Advisors, Inc. 310.00%0.00%0.00%Q1 2023Q1 20244
Verity & Verity, LLC 310.05%0.48%1.77%Q2 2019Q1 20244
LOOMIS SAYLES & CO L P 310.00%0.00%0.00%Q2 2016Q3 20184
Engineers Gate Manager LP 210.01%0.02%0.03%Q4 2019Q2 20244
Asset Dedication, LLC 210.00%0.01%0.03%Q3 2019Q3 20224
Edgemoor Investment Advisors, Inc. 440.02%0.03%0.03%Q1 2019Q4 20194
MONEY CONCEPTS CAPITAL CORP 310.01%0.04%0.05%Q1 2022Q1 20234
Arkfeld Wealth Strategies, L.L.C. 441.64%2.18%2.50%Q3 2023Q2 20244
Gyon Technologies Capital Management, LP 310.10%0.20%0.33%Q3 2020Q3 20214
JFS WEALTH ADVISORS, LLC 310.00%0.00%0.00%Q1 2020Q1 20244
DRIEHAUS CAPITAL MANAGEMENT LLC 440.03%0.08%0.16%Q1 2014Q4 20144
Acorn Wealth Advisors, LLC 310.12%0.17%0.20%Q4 2017Q2 20194
EVERMAY WEALTH MANAGEMENT LLC 440.01%0.01%0.01%Q2 2021Q1 20224
Lebenthal Asset Management, LLC 440.08%0.08%0.09%Q2 2016Q1 20174
Neuburgh Advisers LLC 310.01%0.01%0.01%Q4 2016Q1 20184
Good Harbor Financial, LLC 440.41%0.80%1.08%Q4 2014Q3 20154
JB Capital LLC 440.12%0.15%0.18%Q3 2021Q2 20224
Waverly Advisors, LLC 440.02%0.03%0.04%Q3 2023Q2 20244
1 NORTH WEALTH SERVICES LLC 220.03%0.03%0.04%Q4 2018Q4 20194
Richard Bernstein Advisors LLC 440.05%0.06%0.07%Q2 2019Q1 20204
Beacon Bridge Wealth Partners, LLC 310.11%0.14%0.19%Q4 2022Q4 20234
DoubleLine ETF Adviser LP 220.24%0.31%0.37%Q4 2022Q1 20244
Wealth Quarterback LLC 220.00%0.00%0.01%Q4 2019Q3 20214
CenterStar Asset Management, LLC 110.00%0.03%0.05%Q2 2021Q4 20214
Bridgewealth Advisory Group, LLC 310.16%0.57%1.01%Q4 2022Q4 20234
Bedel Financial Consulting, Inc. 440.00%0.00%0.01%Q2 2021Q1 20224
Prestige Wealth Management Group LLC 310.00%0.00%0.02%Q1 2020Q4 20224
Wagner Wealth Management, LLC 440.01%0.01%0.03%Q1 2021Q4 20214
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 440.02%0.02%0.02%Q1 2019Q4 20194
Ascent Group, LLC 440.26%0.32%0.49%Q2 2022Q1 20234
GraniteShares Advisors LLC 440.33%0.47%0.59%Q4 2021Q3 20224
NBC SECURITIES, INC. 440.04%0.05%0.05%Q3 2023Q2 20244
Resolution Capital Ltd 440.54%1.43%1.86%Q2 2022Q1 20234
Kestra Advisory Services, LLC 310.00%0.02%0.04%Q4 2022Q2 20244
FIDGEON TIMOTHY F 440.10%0.11%0.12%Q3 2014Q2 20154
VIAWEALTH, LLC 440.18%0.22%0.29%Q2 2023Q1 20244
Atom Investors LP 310.02%0.06%0.11%Q4 2018Q2 20204
Legacy Wealth Partners, Inc. 440.18%0.31%0.43%Q4 2019Q3 20204
Pictet Asset Management Holding SA 440.01%0.01%0.01%Q3 2023Q2 20244
TriaGen Wealth Management LLC 441.57%1.92%2.59%Q2 2022Q1 20234
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.07%0.08%0.08%Q4 2017Q3 20184
Gallacher Capital Management LLC 440.13%0.24%0.30%Q4 2022Q3 20234
Camarda Financial Advisors, LLC 440.05%0.08%0.16%Q3 2018Q2 20194
OAKBROOK INVESTMENTS LLC 440.02%0.03%0.06%Q1 2019Q4 20194
Absolute Return Capital, LLC 220.00%0.01%0.02%Q3 2014Q3 20154
Orinda Asset Management LLC 310.61%4.13%6.06%Q2 2014Q3 20204
AXS Investments LLC 440.10%0.21%0.41%Q3 2023Q2 20244
DELTA LLOYD NV 440.02%0.02%0.03%Q1 2015Q4 20154
Colony Family Offices, LLC 440.15%0.16%0.19%Q2 2022Q1 20234
FIDUCIARY TRUST CO 210.00%0.00%0.01%Q3 2019Q4 20224
SJS Investment Consulting Inc. 310.01%0.01%0.01%Q1 2022Q1 20234
WELCH & FORBES LLC 220.00%0.00%0.00%Q1 2022Q1 20234
M. Kulyk & Associates, LLC 440.06%0.07%0.08%Q3 2022Q2 20234
OMERS ADMINISTRATION Corp 310.00%0.01%0.01%Q1 2016Q2 20244
Baldwin Investment Management, LLC 440.04%0.04%0.04%Q2 2021Q1 20224
MANCHESTER FINANCIAL INC 210.01%0.01%0.02%Q2 2019Q1 20214
Investors Capital Advisory Services 310.04%0.05%0.06%Q1 2014Q2 20164
NOMURA HOLDINGS INC 310.00%0.00%0.00%Q2 2013Q2 20244
DigitalBridge Group, Inc. 310.16%0.92%1.77%Q1 2020Q3 20214
KINGSWOOD WEALTH ADVISORS, LLC 310.03%0.07%0.13%Q2 2023Q2 20244
Venturi Wealth Management, LLC 440.00%0.00%0.00%Q3 2023Q2 20244
Triasima Portfolio Management inc. 440.02%0.15%0.26%Q2 2022Q1 20234
SPC Financial, Inc. 440.07%0.08%0.10%Q4 2018Q3 20194
Argent Advisors, Inc. 440.19%0.21%0.24%Q2 2022Q1 20234
CARY STREET PARTNERS ASSET MANAGEMENT LLC 310.01%0.02%0.05%Q4 2021Q1 20234
Envestnet Portfolio Solutions, Inc. 440.00%0.00%0.00%Q3 2023Q2 20244
BOSTON ADVISORS LLC 440.08%0.18%0.28%Q4 2018Q3 20194
NorthRock Partners, LLC 210.02%0.03%0.05%Q4 2019Q3 20224
ALPHASIMPLEX GROUP, LLC 440.16%0.18%0.19%Q1 2019Q4 20194
RIVERHEAD CAPITAL MANAGEMENT LLC 310.01%0.01%0.02%Q4 2016Q1 20184
QRG CAPITAL MANAGEMENT, INC. 440.06%0.07%0.10%Q3 2023Q2 20244
DENALI ADVISORS LLC 310.40%1.32%2.02%Q2 2014Q2 20194
Glen Harbor Capital Management LLC 310.00%0.01%0.01%Q4 2016Q1 20184
Perpetual Ltd 440.02%0.02%0.03%Q2 2014Q1 20154
DUNCKER STREETT & CO INC 440.01%0.01%0.01%Q1 2015Q4 20154
SIENA CAPITAL LLC 330.01%0.01%0.01%Q1 2022Q3 20223
U.S. Capital Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20233
Coppell Advisory Solutions Corp. 210.05%0.08%0.11%Q4 2022Q1 20243
Stratos Investment Management, LLC 330.04%0.04%0.05%Q4 2022Q2 20233
Susquehanna Portfolio Strategies, LLC 330.10%0.13%0.18%Q4 2023Q2 20243
Maven Securities LTD 110.00%0.06%0.13%Q2 2022Q2 20233
Riggs Asset Managment Co. Inc. 330.00%0.00%0.00%Q3 2022Q1 20233
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q4 2016Q4 20193
Silversage Advisors 331.20%1.22%1.24%Q4 2019Q2 20203
Integrated Advisors Network LLC 210.01%0.02%0.02%Q1 2022Q4 20233
Transcendent Capital Group LLC 330.02%0.02%0.02%Q4 2023Q2 20243
Psagot Value Holdings Ltd. 330.00%0.01%0.01%Q3 2013Q1 20143
Executive Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Sachetta, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
PRIO WEALTH LIMITED PARTNERSHIP 210.01%0.01%0.01%Q4 2014Q4 20193
Alden Global Capital LLC 335.62%6.16%6.80%Q2 2020Q4 20203
Allie Family Office LLC 210.16%0.18%0.19%Q2 2022Q1 20233
Risk Paradigm Group, LLC 330.00%0.01%0.01%Q1 2015Q3 20153
TEXAS PERMANENT SCHOOL FUND CORP 330.08%0.09%0.11%Q4 2023Q2 20243
Cable Hill Partners, LLC 210.00%0.01%0.02%Q2 2016Q1 20193
Avondale Wealth Management 210.00%0.04%0.08%Q3 2022Q1 20243
CEDAR CAPITAL, LLC 210.17%0.33%0.60%Q4 2015Q2 20203
Octavia Wealth Advisors, LLC 330.06%0.08%0.10%Q2 2023Q4 20233
Eaton Financial Holdings Company, LLC 330.16%0.19%0.22%Q4 2022Q2 20233
Advisor Resource Council 330.02%0.09%0.14%Q2 2022Q4 20223
Smartleaf Asset Management LLC 330.00%0.00%0.00%Q4 2023Q2 20243
P SCHOENFELD ASSET MANAGEMENT LP 331.41%1.55%1.81%Q1 2014Q3 20143
Investors Research Corp 330.01%0.01%0.01%Q3 2021Q1 20223
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 330.03%0.04%0.04%Q4 2023Q2 20243
WR Wealth Planners, LLC 210.00%0.00%0.00%Q3 2023Q2 20243
BLUEFIN CAPITAL MANAGEMENT, LLC 110.00%0.08%0.18%Q4 2021Q2 20223
Gryphon Financial Partners LLC 330.04%0.04%0.05%Q4 2017Q2 20183
Yorktown Management & Research Co Inc 330.35%0.38%0.43%Q3 2021Q1 20223
Ridgewood Investments LLC 210.02%0.03%0.04%Q1 2023Q2 20243
Ashton Thomas Private Wealth, LLC 330.06%0.06%0.06%Q4 2023Q2 20243
KOCH INDUSTRIES INC 210.04%0.11%0.18%Q2 2017Q1 20183
Weiss Asset Management LP 110.01%0.19%0.45%Q1 2021Q2 20243
Signature Resources Capital Management, LLC 330.00%0.01%0.01%Q4 2023Q2 20243
LEO BROKERAGE, LLC 210.03%0.05%0.07%Q2 2022Q2 20233
Genesis Wealth Advisors, LLC 330.02%0.06%0.08%Q4 2014Q2 20153
Legacy Capital Wealth Partners, LLC 110.06%0.08%0.11%Q1 2023Q2 20243
PRINCIPAL SECURITIES, INC. 330.02%0.03%0.04%Q4 2023Q2 20243
BOS Asset Management, LLC 330.17%0.23%0.30%Q4 2022Q2 20233
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 330.25%0.28%0.31%Q1 2016Q3 20163
Lee Financial Co 330.00%0.00%0.00%Q2 2022Q4 20223
Marquette Asset Management, LLC 330.01%0.01%0.01%Q1 2019Q3 20193
tru Independence LLC 330.00%0.00%0.00%Q2 2020Q4 20203
KESTRA PRIVATE WEALTH SERVICES, LLC 210.01%0.02%0.03%Q3 2020Q2 20243
AIA Group Ltd 210.01%0.05%0.13%Q4 2020Q2 20243
DiNuzzo Private Wealth, Inc. 330.00%0.00%0.00%Q4 2023Q2 20243
Invictus RG 210.02%0.16%0.25%Q2 2016Q1 20173
Fiduciary Planning LLC 210.02%0.05%0.12%Q4 2020Q3 20213
LANDAAS & CO /WI /ADV 210.06%0.07%0.07%Q3 2017Q2 20183
ACCIDENT COMPENSATION CORP 330.16%0.36%0.53%Q4 2019Q2 20203
United Asset Strategies, Inc. 330.06%0.07%0.07%Q2 2018Q4 20183
Creekmur Asset Management LLC 330.01%0.02%0.03%Q4 2023Q2 20243
RUSH ISLAND MANAGEMENT, LP 330.59%2.56%6.04%Q3 2023Q1 20243
MQS Management LLC 210.22%0.36%0.60%Q3 2022Q2 20243
Private Wealth Management Group, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
Retirement Systems of Alabama 330.06%0.06%0.08%Q4 2023Q2 20243
Prosperitas Financial LLC 330.18%0.21%0.24%Q3 2023Q1 20243
Gillson Capital LP 330.55%0.78%0.92%Q3 2021Q1 20223
Spotlight Asset Group, Inc. 330.01%0.01%0.01%Q2 2023Q4 20233
Louisiana State Employees Retirement System 330.07%0.07%0.08%Q4 2023Q2 20243
OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 210.01%0.09%0.24%Q1 2014Q4 20213
GAM Holding AG 330.01%0.01%0.01%Q4 2016Q2 20173
LECAP ASSET MANAGEMENT LTD 330.39%0.43%0.47%Q4 2023Q2 20243
CAAS CAPITAL MANAGEMENT LP 110.01%0.04%0.09%Q2 2021Q2 20223
Catalyst Capital Advisors LLC 330.00%0.00%0.00%Q3 2014Q1 20153
Bleakley Financial Group, LLC 330.02%0.02%0.02%Q4 2022Q2 20233
THOMPSON DAVIS & CO., INC. 210.00%0.01%0.01%Q3 2015Q3 20183
Ford Financial Group, LLC 110.00%0.01%0.01%Q4 2017Q4 20213
Concurrent Investment Advisors, LLC 330.02%0.03%0.03%Q4 2023Q2 20243
GAMMA Investing LLC 330.02%0.02%0.02%Q4 2023Q2 20243
CLOVIS CAPITAL MANAGEMENT LP 215.09%5.61%6.32%Q4 2012Q1 20143
Machina Capital S.A.S. 210.02%0.18%0.31%Q1 2019Q2 20233
Shamrock Asset Management LLC 330.00%0.00%0.00%Q4 2014Q2 20153
Cambria Investment Management, L.P. 330.02%0.03%0.03%Q4 2022Q2 20233
NumerixS Investment Technologies Inc 110.02%0.03%0.04%Q3 2017Q4 20193
Roble, Belko & Company, Inc 210.00%0.01%0.01%Q2 2017Q4 20223
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 210.01%0.01%0.02%Q4 2019Q3 20213
GeoWealth Management, LLC 330.01%0.02%0.02%Q4 2023Q2 20243
TOWER BRIDGE ADVISORS 330.02%0.02%0.02%Q2 2019Q4 20193
Colony Group, LLC 330.00%0.00%0.00%Q4 2023Q2 20243
Nine Chapters Capital Management LLC 210.03%0.06%0.08%Q3 2013Q2 20153
SWP FINANCIAL LLC 330.16%0.23%0.29%Q4 2023Q2 20243
Planned Solutions, Inc. 210.05%0.08%0.10%Q3 2020Q4 20233
FIRST UNITED BANK & TRUST 330.01%0.01%0.01%Q4 2023Q2 20243
Allegiant Private Advisors, LLC 330.50%0.65%0.80%Q4 2020Q2 20213
Perkins Coie Trust Co 210.00%0.00%0.01%Q2 2021Q2 20233
Capitolis Advisors LLC 330.02%0.09%0.13%Q4 2021Q2 20223
Horizon Investments, LLC 210.00%0.02%0.03%Q2 2018Q2 20243
Catalytic Wealth RIA, LLC 330.04%0.07%0.12%Q4 2023Q2 20243
Silicon Valley Capital Partners 330.00%0.00%0.00%Q4 2022Q2 20233
Dupree Financial Group, LLC 332.42%2.64%3.03%Q4 2023Q2 20243
Investment Management Corp of Ontario 110.01%0.02%0.03%Q4 2022Q2 20243
TFC Financial Management, Inc. 210.00%0.00%0.00%Q2 2023Q2 20243
Northwest Financial Advisors 330.08%0.09%0.11%Q4 2023Q2 20243
TITLEIST CAPITAL, LLC 330.05%0.05%0.06%Q2 2022Q4 20223
Main Street Group, LTD 330.00%0.03%0.04%Q4 2023Q2 20243
FIRST HAWAIIAN BANK 330.01%0.01%0.01%Q3 2018Q1 20193
Opus Capital Group, LLC 210.04%0.06%0.09%Q4 2017Q3 20183
Institute for Wealth Management, LLC. 330.06%0.10%0.15%Q4 2018Q2 20193
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 330.07%0.07%0.08%Q4 2023Q2 20243
OPSEU Pension Plan Trust Fund 210.27%0.32%0.37%Q1 2020Q3 20223
Mesirow Financial Investment Management, Inc. 330.01%0.02%0.02%Q4 2023Q2 20243
ORG Partners LLC 210.01%0.02%0.04%Q2 2023Q2 20243
TRITONPOINT WEALTH, LLC 330.02%0.03%0.04%Q4 2023Q2 20243
Cornerstone Advisors, Inc. 330.00%0.00%0.00%Q4 2018Q2 20193
ADIRONDACK TRUST CO 330.00%0.00%0.00%Q1 2019Q3 20193
Godshalk Welsh Capital Management, Inc. 330.24%0.31%0.35%Q4 2014Q2 20153
EdgeRock Capital LLC 110.02%0.03%0.03%Q3 2022Q2 20243
AJO, LP 330.00%0.00%0.01%Q4 2015Q2 20163
Pathstone Holdings, LLC 330.00%0.00%0.01%Q4 2023Q2 20243
PIERSHALE FINANCIAL GROUP, INC. 330.00%0.01%0.01%Q4 2022Q2 20233
Horizon Wealth Management, LLC 330.08%0.10%0.11%Q4 2021Q2 20223
Cresset Asset Management, LLC 210.00%0.00%0.01%Q1 2019Q1 20233
TDAM USA INC. 330.01%0.01%0.01%Q2 2013Q4 20133
AIA Investment Management Private Ltd 330.02%0.02%0.02%Q3 2019Q1 20203
SHELTON CAPITAL MANAGEMENT 330.01%0.02%0.02%Q4 2023Q2 20243
ICA Group Wealth Management, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Ballentine Partners, LLC 330.01%0.01%0.01%Q4 2023Q2 20243
Signature Wealth Management Partners, LLC 330.24%0.27%0.28%Q3 2022Q1 20233
NEW ENGLAND SECURITIES CORP /MA/ 330.00%0.00%0.00%Q1 2014Q3 20143
Atomi Financial Group, Inc. 210.02%0.10%0.27%Q1 2023Q2 20243
FARMERS & MERCHANTS INVESTMENTS INC 330.00%0.00%0.00%Q4 2023Q2 20243
Mn Services Vermogensbeheer B.V. 330.02%0.02%0.03%Q4 2018Q2 20193
Harrison Street Securities, LLC 332.22%2.98%4.28%Q1 2014Q3 20143
Matisse Capital 330.23%0.26%0.30%Q1 2023Q3 20233
WALDEN WEALTH PARTNERS LLC 330.30%0.34%0.40%Q4 2023Q2 20243
Bank Pictet & Cie (Europe) AG 330.06%0.06%0.07%Q2 2023Q4 20233
Strategic Capital Alternatives LLC 210.07%0.28%0.52%Q3 2014Q3 20153
BARLOW WEALTH PARTNERS, INC. 330.04%0.04%0.05%Q4 2023Q2 20243
Townsend & Associates, Inc 330.15%1.44%2.48%Q4 2017Q2 20183
ELEMENT CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q1 2018Q3 20183
Intelligence Driven Advisers, LLC 330.04%0.04%0.04%Q4 2022Q2 20233
New Insight Wealth Advisors 331.91%2.23%2.65%Q4 2023Q2 20243
SWS Partners 210.01%0.01%0.01%Q4 2017Q2 20243
TRUE Private Wealth Advisors 110.00%0.03%0.08%Q3 2016Q2 20193
Beverly Hills Private Wealth, LLC 330.07%0.09%0.12%Q4 2022Q2 20233
Pinkerton Retirement Specialists, LLC 210.55%1.00%1.36%Q4 2018Q4 20223
Aston Asset Management, LLC 330.07%0.09%0.13%Q1 2014Q3 20143
Assenagon Asset Management S.A. 330.00%0.00%0.00%Q2 2019Q4 20193
O'Shares Investment Advisers, LLC 330.15%0.16%0.18%Q3 2019Q1 20203
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 330.08%0.08%0.10%Q4 2023Q2 20243
Timber Hill LLC 210.00%0.01%0.02%Q1 2016Q3 20173
Karp Capital Management Corp 110.01%0.01%0.01%Q3 2015Q4 20183
Jaffetilchin Investment Partners, LLC 330.05%0.07%0.08%Q1 2019Q3 20193
Merit Financial Group, LLC 330.04%0.05%0.05%Q2 2022Q4 20223
55I, LLC 330.15%0.25%0.40%Q4 2018Q2 20193
DERBY & COMPANY, INC 330.09%0.11%0.13%Q2 2019Q4 20193
Quadcap Wealth Management, LLC 330.06%0.08%0.12%Q4 2023Q2 20243
Bare Financial Services, Inc 330.03%0.03%0.05%Q4 2023Q2 20243
Triumph Capital Management 210.23%0.26%0.30%Q4 2022Q3 20233
Bruce G. Allen Investments, LLC 330.01%0.03%0.05%Q4 2023Q2 20243
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 330.08%0.09%0.11%Q4 2023Q2 20243
BOURGEON CAPITAL MANAGEMENT LLC 330.04%0.04%0.05%Q2 2023Q4 20233
Waterfront Capital Partners, LLC 213.00%3.54%4.04%Q3 2023Q2 20243
Oak Point Wealth Management 220.58%0.63%0.67%Q4 2017Q1 20182
Haverford Trust Co 110.00%0.01%0.01%Q2 2013Q1 20192
OLD SECOND NATIONAL BANK OF AURORA 110.00%0.01%0.01%Q3 2014Q4 20162
REGENTATLANTIC CAPITAL LLC 220.01%0.01%0.01%Q3 2021Q4 20212
1ST SOURCE BANK 220.03%0.03%0.03%Q1 2020Q2 20202
Jackson Creek Investment Advisors LLC 110.23%0.24%0.24%Q3 2020Q3 20212
Oak Thistle LLC 110.15%0.17%0.18%Q1 2023Q3 20232
OneAscent Wealth Management LLC 220.10%0.10%0.10%Q4 2020Q1 20212
IEQ CAPITAL, LLC 220.02%0.02%0.03%Q4 2019Q1 20202
WealthShield Partners, LLC 220.00%0.00%0.01%Q1 2021Q2 20212
Summit Financial, LLC 220.03%0.04%0.06%Q1 2024Q2 20242
Farmers National Bank 220.00%0.00%0.00%Q1 2019Q2 20192
Roundview Capital LLC 220.06%0.06%0.06%Q4 2018Q1 20192
Quantamental Technologies LLC 110.18%0.25%0.31%Q4 2018Q4 20222
Geneva Advisors, LLC 220.02%0.02%0.02%Q1 2017Q2 20172
Column Capital Advisors, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
US FINANCIAL ADVISORS, LLC 220.03%0.03%0.03%Q1 2015Q2 20152
Quantitative Systematic Strategies LLC 110.08%0.10%0.12%Q2 2020Q2 20212
SignalPoint Asset Management, LLC 220.07%0.07%0.07%Q4 2022Q1 20232
MATHER GROUP, LLC. 220.00%0.00%0.00%Q1 2024Q2 20242
RENAISSANCE GROUP LLC 220.01%0.01%0.01%Q1 2018Q2 20182
VERUS CAPITAL PARTNERS, LLC 220.05%0.06%0.07%Q4 2019Q1 20202
Natixis Investment Managers International 220.03%0.03%0.04%Q1 2022Q2 20222
Alhambra Investment Management LLC 220.15%0.15%0.16%Q2 2021Q3 20212
DAVIDSON INVESTMENT ADVISORS 220.00%0.00%0.00%Q1 2017Q2 20172
Visium Asset Management, LP 110.00%0.01%0.01%Q4 2014Q3 20152
HighVista Strategies LLC 220.12%0.16%0.20%Q1 2019Q2 20192
Eagle Bay Advisors LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Selective Wealth Management, Inc. 220.03%0.03%0.03%Q1 2021Q2 20212
NAPA WEALTH MANAGEMENT 110.14%0.14%0.15%Q4 2023Q2 20242
ESL Trust Services, LLC 220.01%0.01%0.01%Q1 2024Q2 20242
Cordatus Wealth Management LLC 220.10%0.14%0.18%Q1 2024Q2 20242
Harvest Investment Services, LLC 220.14%0.14%0.14%Q2 2019Q3 20192
Mediolanum International Funds Ltd 220.02%0.02%0.02%Q1 2024Q2 20242
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 110.03%0.12%0.21%Q1 2022Q2 20242
Signet Investment Advisory Group, Inc. 110.04%0.08%0.11%Q4 2018Q4 20202
HL FINANCIAL SERVICES LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Menard Financial Group LLC 220.26%0.29%0.31%Q2 2020Q3 20202
Financial Connections Group, Inc. 220.24%0.24%0.24%Q4 2021Q1 20222
Matrix Trust Co 220.00%0.00%0.00%Q1 2024Q2 20242
Rockport Wealth LLC 220.13%0.18%0.22%Q1 2024Q2 20242
Dynamic Capital Management Ltd 110.14%0.16%0.18%Q2 2017Q4 20172
Alpha DNA Investment Management LLC 220.03%0.03%0.03%Q4 2020Q1 20212
Waterloo Capital, L.P. 110.04%0.24%0.43%Q1 2020Q4 20232
FAS Wealth Partners, Inc. 110.00%0.01%0.02%Q2 2022Q2 20222
State of Tennessee, Department of Treasury 220.02%0.02%0.02%Q1 2024Q2 20242
TRUSTCORE FINANCIAL SERVICES, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Castleview Partners, LLC 220.00%0.00%0.00%Q4 2023Q1 20242
Paulson & Co. 220.64%0.68%0.72%Q2 2013Q3 20132
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 220.08%0.10%0.12%Q4 2016Q1 20172
SECOR Capital Advisors, LP 110.07%0.09%0.10%Q1 2016Q1 20192
Julex Capital Management, LLC 220.00%0.01%0.01%Q2 2019Q3 20192
Nicholas Hoffman & Company, LLC. 220.03%0.03%0.04%Q1 2024Q2 20242
Gratus Capital, LLC 110.01%0.04%0.06%Q1 2020Q2 20242
I.G. INVESTMENT MANAGEMENT, LTD. 220.00%0.00%0.00%Q3 2014Q4 20142
Continuum Advisory, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Gen-Wealth Partners Inc 220.14%0.19%0.24%Q1 2024Q2 20242
ROCKY MOUNTAIN ADVISERS, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Modern Wealth Management, LLC 220.03%0.04%0.04%Q1 2024Q2 20242
JACOBS LEVY EQUITY MANAGEMENT, INC 220.02%0.02%0.02%Q3 2017Q4 20172
Castle Rock Wealth Management, LLC 110.10%0.11%0.11%Q2 2022Q4 20222
Pathway Financial Advisors LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Emerald Acquisition Ltd. 220.00%0.00%0.00%Q2 2016Q3 20162
LRI Investments, LLC 220.12%0.20%0.27%Q1 2024Q2 20242
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
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 221.50%1.53%1.55%Q4 2021Q1 20222
Freedom Investment Management, Inc. 220.04%0.04%0.05%Q2 2022Q3 20222
Empowered Funds, LLC 220.01%0.02%0.02%Q2 2023Q3 20232
Abich Financial Wealth Management LLC 220.00%0.03%0.06%Q1 2024Q2 20242
Insight Wealth Strategies, LLC 220.07%0.07%0.08%Q3 2019Q4 20192
Shoals Capital Management LP 226.90%7.15%7.40%Q1 2019Q2 20192
GLG LLC 220.01%0.01%0.01%Q1 2014Q2 20142
Tidemark, LLC 220.00%0.01%0.03%Q4 2023Q1 20242
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 220.04%0.04%0.04%Q4 2023Q1 20242
LMR Partners LLP 110.11%0.31%0.51%Q1 2015Q3 20162
VisionPoint Advisory Group, LLC 110.00%0.03%0.06%Q2 2019Q3 20232
Fortis Capital Advisors, LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Annis Gardner Whiting Capital Advisors, LLC 220.00%0.00%0.00%Q1 2024Q2 20242
Global Financial Private Capital, Inc 220.01%0.01%0.01%Q4 2018Q1 20192
Smith Affiliated Capital Corp. 220.10%0.14%0.17%Q1 2013Q2 20132
DECADE CAPITAL MANAGEMENT LLC 110.02%0.07%0.12%Q3 2014Q1 20152
Baker Avenue Asset Management, LP 220.00%0.00%0.00%Q2 2023Q3 20232
Alyeska Investment Group, L.P. 110.26%0.36%0.47%Q3 2014Q1 20222
Partnervest Advisory Services LLC 220.00%0.00%0.00%Q1 2014Q2 20142
BlueCrest Capital Management Ltd 110.01%0.01%0.02%Q2 2018Q1 20192
Arbor Wealth Management, LLC 220.02%0.02%0.02%Q4 2018Q1 20192
CENTRAL BANK & TRUST CO 110.00%0.01%0.01%Q4 2014Q4 20232
Willis Johnson & Associates, Inc. 220.02%0.02%0.02%Q1 2024Q2 20242
Lombard Odier Asset Management (Switzerland) SA 220.04%0.05%0.06%Q3 2019Q4 20192
BAINCO INTERNATIONAL INVESTORS 110.01%0.01%0.01%Q1 2020Q4 20202
Hoover Financial Advisors, Inc. 110.01%0.01%0.01%Q2 2020Q2 20212
WEXFORD CAPITAL LP 110.02%0.04%0.05%Q4 2021Q3 20232
WESPAC Advisors SoCal, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
FIRST FINANCIAL CORP /IN/ 220.01%0.01%0.02%Q2 2016Q3 20162
ERTS Wealth Advisors, LLC 220.01%0.01%0.02%Q4 2018Q1 20192
TWINBEECH CAPITAL LP 110.02%0.04%0.06%Q3 2020Q2 20232
Belvedere Trading LLC 110.00%0.00%0.00%Q2 2024Q2 20242
Opal Wealth Advisors, LLC 220.00%0.01%0.01%Q1 2024Q2 20242
Parametrica Management Ltd 110.43%1.15%1.86%Q1 2014Q2 20162
Diversify Advisory Services, LLC 220.02%0.02%0.02%Q1 2024Q2 20242
AGF INVESTMENTS INC. 110.00%0.00%0.00%Q1 2020Q3 20202
Hobbs Group Advisors, LLC 110.00%0.01%0.01%Q4 2023Q2 20242
Future Financial Wealth Managment LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Elequin Capital, LP 220.11%0.16%0.22%Q2 2023Q3 20232
Leisure Capital Management 220.17%0.18%0.19%Q1 2019Q2 20192
Bright Futures Wealth Management, LLC. 220.14%0.15%0.15%Q1 2024Q2 20242
Crestline Management, LP 110.19%0.19%0.19%Q2 2019Q3 20202
Dominguez Wealth Management Solutions, Inc. 220.20%0.21%0.22%Q4 2022Q1 20232
W.G. Shaheen & Associates DBA Whitney & Co 220.04%0.04%0.05%Q2 2018Q3 20182
ARCADIA INVESTMENT MANAGEMENT CORP/MI 220.00%0.00%0.00%Q3 2017Q4 20172
COMMERZBANK AKTIENGESELLSCHAFT /FI 220.01%0.01%0.01%Q1 2024Q2 20242
BAIRD ROBERT W & CO INC /WI/ 110.00%0.00%0.01%Q2 2013Q1 20142
Pine River Capital Management L.P. 110.02%0.03%0.05%Q3 2013Q3 20142
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.01%0.03%Q4 2018Q2 20222
MRA Advisory Group 220.15%0.15%0.16%Q1 2023Q2 20232
Swedbank AB 220.00%0.01%0.02%Q1 2024Q2 20242
ROGCO, LP 220.01%0.01%0.01%Q3 2023Q4 20232
Degroof Petercam Asset Management 220.00%0.00%0.00%Q4 2023Q1 20242
Lake Point Wealth Management 220.00%0.00%0.00%Q1 2019Q2 20192
M&G INVESTMENT MANAGEMENT LTD 220.00%0.00%0.00%Q4 2020Q1 20212
Buck Wealth Strategies, LLC 220.02%0.02%0.03%Q1 2023Q2 20232
PICTON MAHONEY ASSET MANAGEMENT 220.03%0.03%0.04%Q3 2016Q4 20162
Impact Partnership Wealth, LLC 110.02%0.08%0.15%Q3 2023Q1 20242
SAC Capital Advisors LP 110.00%0.00%0.00%Q2 2013Q1 20142
Pinz Capital Management, LP 111.53%1.59%1.65%Q2 2020Q2 20212
Banyan Partners, LLC 220.12%0.12%0.13%Q2 2014Q3 20142
EQUITY INVESTMENT CORP 221.50%1.78%2.07%Q1 2024Q2 20242
Savant Capital, LLC 110.00%0.01%0.01%Q3 2022Q2 20232
Balentine LLC 110.00%0.01%0.01%Q2 2020Q2 20222
STIFEL NICOLAUS & CO INC \MO\ 220.02%0.03%0.04%Q2 2013Q3 20132
HIGHLAND CAPITAL MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2015Q3 20152
Ada Investment Management, LP 220.32%0.33%0.34%Q3 2015Q4 20152
Goepper Burkhardt LLC 220.13%0.14%0.16%Q1 2022Q2 20222
Hilltop National Bank 220.01%0.01%0.01%Q1 2024Q2 20242
Scientech Research LLC 220.15%0.17%0.20%Q1 2024Q2 20242
CHAPIN DAVIS, INC. 220.20%0.21%0.22%Q4 2022Q1 20232
Ergoteles LLC 110.04%0.04%0.04%Q3 2020Q2 20222
Winthrop Advisory Group LLC 220.08%0.08%0.08%Q3 2019Q4 20192
Cyndeo Wealth Partners, LLC 220.41%0.41%0.42%Q4 2022Q1 20232
Standard Family Office LLC 220.00%0.01%0.02%Q2 2022Q3 20222
KEYNOTE FINANCIAL SERVICES LLC 220.17%0.18%0.18%Q1 2024Q2 20242
Central Pacific Bank - Trust Division 220.01%0.01%0.01%Q1 2024Q2 20242
CHOREO, LLC 110.01%0.01%0.01%Q1 2023Q2 20242
NORTHERN TRUST CO OF CONNECTICUT 220.02%0.02%0.02%Q2 2013Q3 20132
GIRARD PARTNERS LTD. 110.02%0.03%0.04%Q4 2017Q3 20182
Visionary Wealth Advisors 220.02%0.02%0.02%Q1 2022Q2 20222
WESTWOOD HOLDINGS GROUP INC 220.03%0.04%0.06%Q2 2023Q3 20232
West Family Investments, Inc. 220.07%0.07%0.07%Q2 2021Q3 20212
Blueshift Asset Management, LLC 110.05%0.19%0.33%Q2 2019Q3 20212
StoneX Group Inc. 110.18%0.27%0.36%Q2 2017Q3 20192
Red Tortoise LLC 110.00%0.00%0.01%Q2 2023Q2 20242
Quest Partners LLC 220.00%0.05%0.10%Q1 2024Q2 20242
Corsair Capital Management 220.12%0.23%0.35%Q2 2013Q3 20132
LOEB PARTNERS CORP 220.68%0.78%0.88%Q3 2018Q4 20182
Legacy Wealth Planning, LLC 220.30%0.32%0.33%Q1 2022Q2 20222
Man Group plc 110.00%0.00%0.00%Q2 2023Q4 20232
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.00%0.00%Q1 2022Q2 20222
Gerstein Fisher 220.02%0.09%0.15%Q3 2013Q4 20132
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q4 2014Q1 20192
Monashee Investment Management LLC 110.27%0.39%0.51%Q2 2020Q3 20212
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 220.03%0.04%0.04%Q1 2024Q2 20242
EntryPoint Capital, LLC 220.02%0.02%0.02%Q4 2023Q1 20242
GROUPAMA ASSET MANAGMENT 220.00%0.00%0.00%Q4 2023Q1 20242
MBB PUBLIC MARKETS I LLC 110.00%0.01%0.02%Q4 2021Q2 20242
WMS Partners, LLC 220.03%0.03%0.03%Q1 2015Q2 20152
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
CAPSTONE ASSET MANAGEMENT CO 110.01%0.01%0.01%Q3 2013Q2 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
RICHARDSON FINANCIAL SERVICES INC. 220.02%0.02%0.02%Q1 2024Q2 20242
Dixon Hughes Goodman Wealth Advisors LLC 110.03%0.03%0.03%Q1 2022Q1 20221
GFS Advisors, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
SAGE PRIVATE WEALTH GROUP, LLC 110.02%0.02%0.02%Q3 2022Q3 20221
SII INVESTMENTS INC/WI 110.03%0.03%0.03%Q2 2014Q2 20141
ADAGE CAPITAL PARTNERS GP, L.L.C. 110.00%0.00%0.00%Q2 2023Q2 20231
COWEN AND COMPANY, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
STEWART WEST INDIES TRADING CO., LTD 110.27%0.27%0.27%Q2 2013Q2 20131
CANANDAIGUA NATIONAL CORP 110.04%0.04%0.04%Q4 2022Q4 20221
Arcus Capital Partners, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Mystic Asset Management, Inc. 110.02%0.02%0.02%Q4 2021Q4 20211
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Level Financial Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
STEPH & CO 110.01%0.01%0.01%Q4 2022Q4 20221
WHITENER CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2017Q4 20171
Global Assets Advisory, LLC 110.02%0.02%0.02%Q1 2024Q1 20241
Irish Life Investment Managers Ltd. 110.00%0.00%0.00%Q2 2013Q2 20131
RVB CAPITAL MANAGEMENT LLC 113.41%3.41%3.41%Q2 2020Q2 20201
King Wealth Management Group 110.06%0.06%0.06%Q3 2019Q3 20191
BHR Capital LLC 110.89%0.89%0.89%Q2 2013Q2 20131
EA Series Trust 110.02%0.02%0.02%Q2 2023Q2 20231
BREMER TRUST NATIONAL ASSOCIATION 110.03%0.03%0.03%Q4 2018Q4 20181
Abound Wealth Management 110.00%0.00%0.00%Q2 2023Q2 20231
GLG INC. 110.05%0.05%0.05%Q4 2013Q4 20131
Connectus Wealth, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
DEERE & CO 110.02%0.02%0.02%Q2 2013Q2 20131
SPOT TRADING L.L.C. 110.02%0.02%0.02%Q3 2017Q3 20171
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.04%0.04%0.04%Q1 2019Q1 20191
WJ Interests, LLC 110.08%0.08%0.08%Q4 2022Q4 20221
Headlands Technologies LLC 110.01%0.01%0.01%Q1 2023Q1 20231
XR Securities LLC 110.07%0.07%0.07%Q2 2022Q2 20221
Magnetar Financial LLC 110.05%0.05%0.05%Q2 2020Q2 20201
Meridian Wealth Management, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
WASHINGTON TRUST BANK 110.01%0.01%0.01%Q1 2016Q1 20161
CAPITAL CITY TRUST CO/FL 110.12%0.12%0.12%Q2 2019Q2 20191
FIRST FINANCIAL EQUITY CORPORATION 110.77%0.77%0.77%Q1 2017Q1 20171
Goodman Advisory Group, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Segantii Capital Management Ltd 110.09%0.09%0.09%Q3 2015Q3 20151
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Rathbones Group PLC 110.01%0.01%0.01%Q3 2019Q3 20191
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
Saratoga Research & Investment Management 110.00%0.00%0.00%Q3 2017Q3 20171
Corton Capital Inc. 110.20%0.20%0.20%Q2 2022Q2 20221
Meeder Advisory Services, Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
Omnia Family Wealth, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
McKinley Carter Wealth Services, Inc. 110.02%0.02%0.02%Q1 2018Q1 20181
Gemmer Asset Management LLC 110.02%0.02%0.02%Q1 2014Q1 20141
CFS, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Delphia (USA) Inc. 110.17%0.17%0.17%Q2 2022Q2 20221
DUALITY ADVISERS, LP 110.02%0.02%0.02%Q4 2022Q4 20221
Live Oak Investment Partners 110.00%0.00%0.00%Q2 2023Q2 20231
VIRGINIA RETIREMENT SYSTEM 110.02%0.02%0.02%Q1 2016Q1 20161
Tarbox Family Office, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Glassy Mountain Advisors, Inc. 110.04%0.04%0.04%Q4 2022Q4 20221
Great Diamond Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
PARK NATIONAL CORP /OH/ 110.01%0.01%0.01%Q1 2019Q1 20191
WETZEL INVESTMENT ADVISORS, INC. 110.00%0.00%0.00%Q2 2024Q2 20241
INCEPTIONR LLC 110.44%0.44%0.44%Q2 2023Q2 20231
Anchor Investment Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
CASTLE WEALTH MANAGEMENT LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Zurich Insurance Group Ltd/FI 110.05%0.05%0.05%Q3 2019Q3 20191
CacheTech Inc. 110.12%0.12%0.12%Q2 2024Q2 20241
First Command Bank 110.00%0.00%0.00%Q2 2023Q2 20231
NatWest Group plc 110.00%0.00%0.00%Q3 2014Q3 20141
Systematic Portfolios LLC 110.66%0.66%0.66%Q1 2024Q1 20241
CAHILL FINANCIAL ADVISORS INC 110.04%0.04%0.04%Q3 2021Q3 20211
Leelyn Smith, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Lionsbridge Wealth Management LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Fiduciary Alliance LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Grantham, Mayo, Van Otterloo & Co. LLC 110.02%0.02%0.02%Q2 2021Q2 20211
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 110.00%0.00%0.00%Q1 2024Q1 20241
TRILLIUM ASSET MANAGEMENT, LLC 110.02%0.02%0.02%Q2 2016Q2 20161
Farmers & Merchants Trust Co of Chambersburg PA 110.06%0.06%0.06%Q2 2022Q2 20221
Ballast, Inc. 110.70%0.70%0.70%Q4 2018Q4 20181
MANA Advisors LLC 111.92%1.92%1.92%Q4 2019Q4 20191
Garda Capital Partners LP 110.04%0.04%0.04%Q3 2023Q3 20231
CSS LLC/IL 110.01%0.01%0.01%Q2 2019Q2 20191
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Arlington Trust Co LLC 110.00%0.00%0.00%Q4 2023Q4 20231
MEITAV INVESTMENT HOUSE LTD 110.02%0.02%0.02%Q2 2020Q2 20201
FNY Investment Advisers, LLC 110.04%0.04%0.04%Q4 2023Q4 20231
Flower City Capital 110.29%0.29%0.29%Q4 2021Q4 20211
Aaron Wealth Advisors LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Mariner Wealth Advisors-NYC, LLC 110.06%0.06%0.06%Q1 2015Q1 20151
Voit & Company, LLC 110.29%0.29%0.29%Q4 2018Q4 20181
Affiance Financial, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
&PARTNERS 110.02%0.02%0.02%Q2 2024Q2 20241
BRIGHTON JONES LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Alaethes Wealth LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Great Lakes Retirement, Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
Kapitalo Investimentos Ltda 110.07%0.07%0.07%Q1 2023Q1 20231
GREAT LAKES ADVISORS, LLC 110.28%0.28%0.28%Q2 2019Q2 20191
Oxbow Advisors, LLC 110.76%0.76%0.76%Q2 2023Q2 20231
Redhawk Wealth Advisors, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Virtus ETF Advisers LLC 110.01%0.01%0.01%Q2 2020Q2 20201
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q2 2024Q2 20241
RMR Wealth Builders 110.02%0.02%0.02%Q1 2021Q1 20211
NVWM, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Cannon Global Investment Management, LLC 110.70%0.70%0.70%Q4 2022Q4 20221
Financial Network Wealth Advisors LLC 110.01%0.01%0.01%Q2 2024Q2 20241
ATLAS CAPITAL ADVISORS LLC 110.00%0.00%0.00%Q2 2022Q2 20221
WEALTHFRONT Corp 110.00%0.00%0.00%Q3 2015Q3 20151
Peachtree Investment Partners, LLC 110.09%0.09%0.09%Q2 2024Q2 20241
Corebridge Financial, Inc. 110.08%0.08%0.08%Q2 2024Q2 20241
WHITTIER TRUST CO OF NEVADA INC 110.00%0.00%0.00%Q4 2022Q4 20221
Unique Wealth Strategies, LLC 110.04%0.04%0.04%Q2 2024Q2 20241
State of New Jersey Common Pension Fund E 110.42%0.42%0.42%Q1 2014Q1 20141
TELEMUS CAPITAL, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Astrantus Ltd 110.35%0.35%0.35%Q1 2022Q1 20221
1776 Wealth LLC 110.00%0.00%0.00%Q2 2020Q2 20201
USA FINANCIAL FORMULAS 110.18%0.18%0.18%Q3 2022Q3 20221
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Point72 Asia (Singapore) Pte. Ltd. 110.09%0.09%0.09%Q2 2024Q2 20241
Windsor Capital Management, LLC 110.02%0.02%0.02%Q3 2015Q3 20151
Capula Management Ltd 110.00%0.00%0.00%Q3 2021Q3 20211
SMH CAPITAL ADVISORS INC 110.42%0.42%0.42%Q2 2022Q2 20221
Trek Financial, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
Capstone Financial Advisors, Inc. 110.12%0.12%0.12%Q3 2017Q3 20171
NEXT Financial Holdings 110.08%0.08%0.08%Q1 2019Q1 20191
iA Global Asset Management Inc. 110.00%0.00%0.00%Q2 2024Q2 20241
RATIONAL ADVISORS LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Darrow Company, Inc. 110.01%0.01%0.01%Q2 2022Q2 20221
CHURCHILL MANAGEMENT Corp 110.00%0.00%0.00%Q2 2023Q2 20231
Tuttle Capital Management, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Amalgamated Financial Corp. 110.01%0.01%0.01%Q1 2022Q1 20221
PACES FERRY WEALTH ADVISORS, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Fortitude Family Office, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
BROOKTREE CAPITAL MANAGEMENT 110.02%0.02%0.02%Q1 2020Q1 20201
GW&K Investment Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 110.02%0.02%0.02%Q2 2024Q2 20241
Laurion Capital Management LP 110.01%0.01%0.01%Q2 2021Q2 20211
Vantage Financial Partners Ltd., Inc. 114.30%4.30%4.30%Q4 2018Q4 20181
Vanderbilt University 110.08%0.08%0.08%Q3 2021Q3 20211
FIRST CITIZENS BANK & TRUST CO 110.01%0.01%0.01%Q3 2013Q3 20131
OUTFITTER FINANCIAL LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Phraction Management LLC 111.09%1.09%1.09%Q4 2021Q4 20211
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Syverson Strege & Co 110.00%0.00%0.00%Q1 2023Q1 20231
Blackstone Inc. 110.05%0.05%0.05%Q3 2021Q3 20211
Strategic Capital Group LLC 110.23%0.23%0.23%Q2 2014Q2 20141
WESTEND PARTNERS LP 110.40%0.40%0.40%Q3 2013Q3 20131
HBC Financial Services, PLLC 110.02%0.02%0.02%Q1 2023Q1 20231
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Lighthouse Investment Partners, LLC 110.39%0.39%0.39%Q3 2023Q3 20231
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Disciplined Investments, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Pinnacle Wealth Advisors 110.03%0.03%0.03%Q2 2021Q2 20211
FIL Ltd 110.00%0.00%0.00%Q2 2024Q2 20241
Psagot Value Holdings Ltd. / (Israel) 110.00%0.00%0.00%Q4 2023Q4 20231
Nebula Research & Development LLC 110.07%0.07%0.07%Q4 2023Q4 20231
Worth Venture Partners, LLC 110.25%0.25%0.25%Q2 2022Q2 20221
Catamount Wealth Management 110.14%0.14%0.14%Q4 2018Q4 20181
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
TradeLink Global Equity LLC 110.33%0.33%0.33%Q2 2013Q2 20131
Chicago Capital, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
SEI TRUST CO 110.02%0.02%0.02%Q3 2014Q3 20141
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Westside Investment Management, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Greenland Capital Management LP 110.08%0.08%0.08%Q2 2023Q2 20231
BNC WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
PCA Investment Advisory Services Inc. 110.02%0.02%0.02%Q2 2023Q2 20231
Chevy Chase Trust Holdings, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
PATTON FUND MANAGEMENT, INC. 110.17%0.17%0.17%Q3 2020Q3 20201
Fifth Third Wealth Advisors LLC 110.03%0.03%0.03%Q2 2024Q2 20241
Mount Yale Investment Advisors, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Nvest Financial, LLC 110.56%0.56%0.56%Q1 2023Q1 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
Welch Group, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
SPRING CREEK CAPITAL LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Richwood Investment Advisors, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
MinichMacGregor Wealth Management, LLC 110.04%0.04%0.04%Q4 2022Q4 20221
Formidable Asset Management, LLC 110.10%0.10%0.10%Q1 2019Q1 20191
R&F Capital Advisors LP 110.14%0.14%0.14%Q4 2016Q4 20161
Carlson Capital, L.P. 110.39%0.39%0.39%Q4 2014Q4 20141
Crewe Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
G2 CAPITAL MANAGEMENT, LLC / OH 110.15%0.15%0.15%Q4 2021Q4 20211
WIPFLI FINANCIAL ADVISORS LLC, 110.00%0.00%0.00%Q3 2022Q3 20221
Fairscale Capital, LLC 110.08%0.08%0.08%Q2 2024Q2 20241
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Chiron Investment Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Anfield Capital Management, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
Weatherstone Capital Management 110.13%0.13%0.13%Q4 2018Q4 20181
Frank, Rimerman Advisors LLC 110.07%0.07%0.07%Q2 2024Q2 20241
Fjarde AP-fonden (The Fourth Swedish National Pensionfund) 110.04%0.04%0.04%Q2 2024Q2 20241
Consolidated Planning Corp 110.02%0.02%0.02%Q3 2021Q3 20211
Claro Advisors LLC 110.02%0.02%0.02%Q4 2018Q4 20181
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
NIXON PEABODY TRUST CO 110.18%0.18%0.18%Q4 2019Q4 20191
Alexandria Capital, LLC 110.00%0.00%0.00%Q2 2017Q2 20171
MCDANIEL TERRY & CO 110.03%0.03%0.03%Q3 2019Q3 20191
Leucadia National 110.00%0.00%0.00%Q1 2024Q1 20241
BAILARD, INC. 110.01%0.01%0.01%Q1 2022Q1 20221
Paragon Wealth Strategies, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Hibernia Wealth Partners, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Fulcrum Equity Management 110.01%0.01%0.01%Q3 2019Q3 20191
LM Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Buffington Mohr McNeal 110.01%0.01%0.01%Q1 2019Q1 20191
ALLSTATE INVESTMENT MANAGEMENT CO 110.03%0.03%0.03%Q4 2022Q4 20221
Applied Finance Capital Management, LLC 110.02%0.02%0.02%Q2 2024Q2 20241
Quintet Private Bank (Europe) S.A. 110.00%0.00%0.00%Q1 2023Q1 20231
Goodwin Investment Advisory 110.02%0.02%0.02%Q4 2020Q4 20201
First Command Financial Services, Inc. 110.00%0.00%0.00%Q2 2023Q2 20231
Hudson Bay Capital Management LP 110.06%0.06%0.06%Q3 2021Q3 20211
Johnson Midwest Financial, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
COWA, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Cairn Investment Group, Inc. 110.99%0.99%0.99%Q4 2019Q4 20191
Entropy Technologies, LP 110.06%0.06%0.06%Q1 2024Q1 20241
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Axel Capital Management, LLC 118.20%8.20%8.20%Q1 2022Q1 20221
Telos Capital Management, Inc. 110.03%0.03%0.03%Q4 2023Q4 20231
SFMG, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
Polaris Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Denver PWM, LLC 110.08%0.08%0.08%Q3 2019Q3 20191
KPP Advisory Services LLC 110.18%0.18%0.18%Q4 2023Q4 20231
Leo Wealth, LLC 110.02%0.02%0.02%Q4 2023Q4 20231
Hillsdale Investment Management Inc. 110.14%0.14%0.14%Q2 2016Q2 20161
MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Capital Bank & Trust Co 110.00%0.00%0.00%Q4 2018Q4 20181
Magnus Financial Group LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Bayesian Capital Management, LP 110.23%0.23%0.23%Q1 2016Q1 20161
OXFORD ASSET MANAGEMENT LLP 110.02%0.02%0.02%Q4 2019Q4 20191
OLD MISSION CAPITAL LLC 110.07%0.07%0.07%Q1 2020Q1 20201
FLPUTNAM INVESTMENT MANAGEMENT CO 110.00%0.00%0.00%Q2 2024Q2 20241
CHILDRESS CAPITAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Bremer Bank National Association 110.03%0.03%0.03%Q1 2019Q1 20191
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 111.75%1.75%1.75%Q4 2017Q4 20171
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Colonial River Investments, LLC 110.15%0.15%0.15%Q4 2021Q4 20211
Philip James Wealth Mangement, LLC 110.21%0.21%0.21%Q4 2023Q4 20231
Sightline Wealth Advisors, LLC 110.22%0.22%0.22%Q4 2022Q4 20221
INVESTMENT PARTNERS, LTD. 110.08%0.08%0.08%Q3 2022Q3 20221
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Lynx Investment Advisory 110.02%0.02%0.02%Q2 2024Q2 20241
Long Pond Capital 115.04%5.04%5.04%Q4 2023Q4 20231
Family Management Corp 110.17%0.17%0.17%Q1 2022Q1 20221
Presidio Capital Management, LLC 110.37%0.37%0.37%Q3 2022Q3 20221
Freestone Capital Holdings, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Highstreet Asset Management Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
IMC-Chicago, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
CITY NATIONAL BANK 110.12%0.12%0.12%Q3 2015Q3 20151
Sculptor Capital LP 110.02%0.02%0.02%Q4 2019Q4 20191
Scarborough Advisors, LLC 110.00%0.00%0.00%Q2 2024Q2 20241
ADAPT WEALTH ADVISORS, LLC 110.14%0.14%0.14%Q2 2024Q2 20241
Placemark Investments, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Price Capital Management, Inc. 110.04%0.04%0.04%Q3 2019Q3 20191
Tidal Investments LLC 110.01%0.01%0.01%Q1 2024Q1 20241
One Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Triad Wealth Partners, LLC 110.01%0.01%0.01%Q2 2024Q2 20241
ETRADE Capital Management LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Safeguard Investment Advisory Group, LLC 110.04%0.04%0.04%Q4 2020Q4 20201
Trust Point Inc. 110.02%0.02%0.02%Q1 2024Q1 20241
Altus Wealth Group LLC 110.02%0.02%0.02%Q4 2020Q4 20201
O'Dell Group, LLC 110.59%0.59%0.59%Q4 2018Q4 20181
PIEDMONT INVESTMENT ADVISORS INC 110.00%0.00%0.00%Q2 2018Q2 20181
TOBIAS FINANCIAL ADVISORS, INC. 110.08%0.08%0.08%Q4 2019Q4 20191
MONUMENTAL FINANCIAL GROUP INC. 110.01%0.01%0.01%Q2 2021Q2 20211
OVERSEA-CHINESE BANKING Corp Ltd 110.09%0.09%0.09%Q1 2023Q1 20231
SEEDS INVESTOR LLC 110.12%0.12%0.12%Q2 2024Q2 20241
Red Door Wealth Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
TWIN CAPITAL MANAGEMENT INC 110.08%0.08%0.08%Q4 2013Q4 20131
Caitlin John, LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Sterling Financial Planning, Inc. 110.02%0.02%0.02%Q3 2021Q3 20211
Trutina Financial LLC 110.04%0.04%0.04%Q3 2013Q3 20131
SIGNET FINANCIAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Ghisallo Capital Management LLC 110.73%0.73%0.73%Q2 2021Q2 20211
Guardian Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Crescent Grove Advisors, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
State of New Jersey Common Pension Fund A 110.01%0.01%0.01%Q1 2014Q1 20141
Zimmer Partners, LP 110.20%0.20%0.20%Q4 2023Q4 20231
Vigilant Capital Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Advisor OS, LLC 110.15%0.15%0.15%Q2 2020Q2 20201
Meristem Family Wealth, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
ROCKLAND TRUST CO 110.05%0.05%0.05%Q4 2013Q4 20131
CI Global Investments Inc. 110.90%0.90%0.90%Q1 2015Q1 20151
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
BlueMar Capital Management, LLC 110.49%0.49%0.49%Q2 2020Q2 20201
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.07%0.07%0.07%Q4 2021Q4 20211
Tredje AP-fonden 110.02%0.02%0.02%Q2 2024Q2 20241
Jane Street Holding, LLC 110.02%0.02%0.02%Q2 2013Q2 20131
Acrospire Investment Management LLC 110.01%0.01%0.01%Q2 2016Q2 20161
XTX MARKETS LLC 111.09%1.09%1.09%Q1 2020Q1 20201
Clean Yield Group 110.00%0.00%0.00%Q1 2015Q1 20151
FULTON BANK, N.A. 110.01%0.01%0.01%Q3 2023Q3 20231
Regent Peak Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Urban Wealth Management, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
Crumly & Associates Inc. 110.09%0.09%0.09%Q3 2022Q3 20221
Cove Street Capital, LLC 110.09%0.09%0.09%Q2 2013Q2 20131
First Trust Direct Indexing L.P. 110.02%0.02%0.02%Q2 2024Q2 20241
CIGNA INVESTMENTS INC /NEW 110.07%0.07%0.07%Q4 2016Q4 20161
Rain Capital Management, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Avalon Investment & Advisory 110.02%0.02%0.02%Q2 2017Q2 20171
ABERDEEN ASSET MANAGEMENT PLC/UK 110.00%0.00%0.00%Q3 2014Q3 20141
MIRABELLA FINANCIAL SERVICES LLP 110.29%0.29%0.29%Q4 2023Q4 20231
Nachman Norwood & Parrott, Inc 110.00%0.00%0.00%Q3 2020Q3 20201
Compagnie Lombard Odier SCmA 110.00%0.00%0.00%Q4 2023Q4 20231
External links

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