WALGREENS BOOTS ALLIANCE INC shareholder history

Current and past WALGREENS BOOTS ALLIANCE INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BANK OF AMERICA CORP /DE/ 36360.00%0.02%0.10%Q4 2014Q3 2023107
GOLDMAN SACHS GROUP INC 36360.00%0.04%0.25%Q4 2014Q3 2023107
D. E. Shaw & Co., Inc. 36360.00%0.06%0.46%Q4 2014Q3 2023106
SUSQUEHANNA INTERNATIONAL GROUP, LLP 36360.00%0.05%0.36%Q4 2014Q3 2023104
UBS Group AG 36360.00%0.04%0.23%Q4 2014Q3 2023102
Parallax Volatility Advisers, L.P. 36360.00%0.02%0.25%Q4 2014Q3 2023100
BARCLAYS PLC 36360.00%0.05%0.26%Q4 2014Q3 202399
Walleye Trading LLC 36360.00%0.04%0.22%Q4 2014Q3 202397
CITIGROUP INC 35350.00%0.03%0.09%Q1 2015Q3 202397
JANE STREET GROUP, LLC 36360.00%0.02%0.36%Q4 2014Q3 202395
ROYAL BANK OF CANADA 36360.00%0.02%0.09%Q4 2014Q3 202394
Citadel Advisors 36360.00%0.02%0.22%Q4 2014Q3 202394
Cutler Group LLC / CA 32320.00%0.02%0.17%Q4 2015Q3 202391
BNP PARIBAS FINANCIAL MARKETS 36360.00%0.06%0.39%Q4 2014Q3 202390
WOLVERINE TRADING, LLC 30300.00%0.03%0.21%Q2 2016Q3 202389
CAPITAL FUND MANAGEMENT S.A. 36360.00%0.15%0.62%Q4 2014Q3 202383
HSBC HOLDINGS PLC 36360.00%0.08%0.53%Q4 2014Q3 202380
WELLS FARGO & COMPANY/MN 36360.00%0.05%0.17%Q4 2014Q3 202380
Jefferies Group LLC 32320.00%0.04%0.22%Q4 2014Q3 202278
MILLENNIUM MANAGEMENT LLC 2960.00%0.04%0.38%Q4 2014Q3 202377
CREDIT SUISSE AG/ 36360.00%0.06%1.39%Q4 2014Q3 202377
Twin Tree Management, LP 2630.00%0.11%0.70%Q4 2014Q2 202376
CAPSTONE INVESTMENT ADVISORS, LLC 2140.00%0.06%0.45%Q1 2015Q3 202375
DEUTSCHE BANK AG\ 36360.00%0.05%0.34%Q4 2014Q3 202373
Paloma Partners Management Co 2430.00%0.07%0.60%Q4 2014Q2 202368
HAP Trading, LLC 1010.00%0.07%1.54%Q1 2015Q3 202363
TWO SIGMA INVESTMENTS, LP 1310.00%0.07%0.55%Q4 2014Q3 202360
PEAK6 Investments LLC 21210.00%0.03%0.12%Q3 2018Q3 202359
NOMURA HOLDINGS INC 2140.00%0.06%0.40%Q4 2014Q3 202359
TWO SIGMA SECURITIES, LLC 1310.00%0.07%0.36%Q4 2016Q3 202356
M&T BANK CORP 36360.00%0.07%0.20%Q4 2014Q3 202354
RAYMOND JAMES & ASSOCIATES 36360.00%0.06%0.15%Q4 2014Q3 202351
Invesco Ltd. 36360.00%0.19%0.56%Q4 2014Q3 202351
Laurion Capital Management LP 2010.00%0.13%1.38%Q1 2015Q1 202349
Raymond James Financial Services Advisors, Inc. 21140.00%0.07%0.29%Q4 2014Q3 202345
Cubist Systematic Strategies, LLC 20140.00%0.10%0.38%Q4 2014Q3 202345
HighTower Advisors, LLC 24110.00%0.14%0.30%Q4 2014Q3 202344
DAVENPORT & Co LLC 36360.01%0.09%0.57%Q4 2014Q3 202344
TUDOR INVESTMENT CORP ET AL 1210.00%0.07%0.32%Q4 2014Q3 202344
CLEAR STREET MARKETS LLC 1510.00%0.19%1.29%Q4 2014Q3 202344
PEAK6 Group LLC 15150.00%0.12%0.76%Q4 2014Q2 201842
Creative Planning 36360.00%0.03%0.08%Q4 2014Q3 202342
Squarepoint Ops LLC 710.00%0.16%1.93%Q4 2014Q3 202342
DUMONT & BLAKE INVESTMENT ADVISORS LLC 36360.03%0.34%0.90%Q4 2014Q3 202341
BANK OF MONTREAL /CAN/ 3220.00%0.08%0.28%Q1 2015Q3 202341
BlackRock Inc. 36360.00%0.14%0.28%Q4 2014Q3 202339
Lido Advisors, LLC 31310.00%0.07%0.40%Q1 2016Q3 202339
WELLINGTON MANAGEMENT GROUP LLP 36360.00%0.22%0.67%Q4 2014Q3 202338
SHELTON CAPITAL MANAGEMENT 36360.04%0.46%1.21%Q4 2014Q3 202338
TRUIST FINANCIAL CORP 36360.00%0.15%0.49%Q4 2014Q3 202338
TORONTO DOMINION BANK 35350.00%0.05%0.13%Q1 2015Q3 202338
Allianz Asset Management GmbH 36360.00%0.19%0.43%Q4 2014Q3 202338
ROWLANDMILLER & PARTNERS.ADV 37370.11%0.31%0.54%Q4 2014Q4 202337
WOODSTOCK CORP 37370.03%0.23%0.44%Q4 2014Q4 202337
M&R CAPITAL MANAGEMENT INC 37370.00%0.10%0.23%Q4 2014Q4 202337
DnB Asset Management AS 37370.03%0.11%0.35%Q4 2014Q4 202337
LYNCH & ASSOCIATES/IN 37370.06%1.04%2.13%Q4 2014Q4 202337
TOTH FINANCIAL ADVISORY CORP 36360.00%1.35%3.54%Q4 2014Q3 202337
COUNTRY TRUST BANK 37370.00%0.01%0.04%Q4 2014Q4 202337
SIGNATUREFD, LLC 36360.00%0.03%0.08%Q4 2014Q3 202337
Nuveen Asset Management, LLC 36360.00%0.11%0.31%Q4 2014Q3 202337
Busey Bank 36360.02%0.11%0.27%Q4 2014Q3 202336
ROTHSCHILD INVESTMENT LLC /IL 36360.08%0.50%0.89%Q4 2014Q3 202336
STATE STREET CORP 36360.07%0.20%0.34%Q4 2014Q3 202336
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 36360.00%0.01%0.03%Q4 2014Q3 202336
CENTRAL TRUST Co 36360.03%0.29%0.64%Q4 2014Q3 202336
MEYER HANDELMAN CO 36360.06%0.25%0.47%Q4 2014Q3 202336
CIBC Asset Management Inc 36360.02%0.05%0.08%Q4 2014Q3 202336
TCTC Holdings, LLC 36360.06%1.43%2.60%Q4 2014Q3 202336
American Assets Investment Management, LLC 36360.27%0.96%1.64%Q4 2014Q3 202336
Capstone Financial Advisors, Inc. 36360.06%0.33%0.73%Q4 2014Q3 202336
HUNTINGTON NATIONAL BANK 36360.02%0.10%0.26%Q4 2014Q3 202336
Gulf International Bank (UK) Ltd 36360.04%0.21%0.40%Q4 2014Q3 202336
VANGUARD GROUP INC 36360.05%0.17%0.32%Q4 2014Q3 202336
AMERICAN INTERNATIONAL GROUP, INC. 36360.05%0.26%1.26%Q4 2014Q3 202336
AIMZ Investment Advisors, LLC 36360.76%1.54%2.43%Q4 2014Q3 202336
UMB Bank, n.a. 36360.01%0.09%0.36%Q4 2014Q3 202336
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 36360.00%0.14%0.36%Q4 2014Q3 202336
Calamos Advisors LLC 36360.01%0.23%0.95%Q4 2014Q3 202336
OLD NATIONAL BANCORP /IN/ 36360.04%0.14%0.24%Q4 2014Q3 202336
Mariner, LLC 36360.01%0.13%0.34%Q4 2014Q3 202336
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 36360.74%2.04%3.47%Q4 2014Q3 202336
MERIDIAN INVESTMENT COUNSEL INC. 36360.23%1.19%2.44%Q4 2014Q3 202336
CLIFFORD SWAN INVESTMENT COUNSEL LLC 36360.17%0.67%1.16%Q4 2014Q3 202336
BENEDICT FINANCIAL ADVISORS INC 36360.23%1.21%2.58%Q4 2014Q3 202336
SECURIAN ASSET MANAGEMENT, INC 36360.03%0.12%0.22%Q4 2014Q3 202336
Atlas Brown,Inc. 36360.28%0.75%1.47%Q4 2014Q3 202336
PNC FINANCIAL SERVICES GROUP, INC. 36360.01%0.06%0.11%Q4 2014Q3 202336
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 36360.03%0.18%0.34%Q4 2014Q3 202336
SG Americas Securities, LLC 36360.01%0.10%0.45%Q4 2014Q3 202336
OPTIMUM INVESTMENT ADVISORS 3420.03%0.35%0.82%Q4 2014Q4 202336
HM PAYSON & CO 36360.00%0.15%1.27%Q4 2014Q3 202336
Lafayette Investments 36360.48%2.43%4.70%Q4 2014Q3 202336
Bank of New York Mellon Corp 36360.03%0.17%0.34%Q4 2014Q3 202336
WESTPAC BANKING CORP 36360.01%0.34%1.61%Q4 2014Q3 202336
SMITH, MOORE & CO. 36360.06%0.22%0.38%Q4 2014Q3 202336
Patten Group, Inc. 36360.11%0.97%1.90%Q4 2014Q3 202336
MAI Capital Management 36360.01%0.03%0.06%Q4 2014Q3 202336
Sumitomo Mitsui Trust Holdings, Inc. 36360.00%0.20%0.41%Q4 2014Q3 202336
THOMPSON SIEGEL & WALMSLEY LLC 36360.00%0.01%0.07%Q4 2014Q3 202336
MANUFACTURERS LIFE INSURANCE COMPANY, THE 36360.01%0.10%0.32%Q4 2014Q3 202336
PATTEN & PATTEN INC/TN 36360.09%0.55%1.32%Q4 2014Q3 202336
ATWOOD & PALMER INC 36360.00%0.04%0.11%Q4 2014Q3 202336
GREAT WEST LIFE ASSURANCE CO /CAN/ 36360.02%0.16%0.23%Q4 2014Q3 202336
FIRST MANHATTAN CO. LLC. 36360.00%0.04%0.09%Q4 2014Q3 202336
CIBC Private Wealth Group, LLC 36360.00%0.12%0.69%Q4 2014Q3 202336
Mengis Capital Management, Inc. 36360.17%0.63%1.65%Q4 2014Q3 202336
Advisors Asset Management, Inc. 36360.04%0.21%0.50%Q4 2014Q3 202336
Candriam S.C.A. 36360.00%0.05%0.11%Q4 2014Q3 202336
KING LUTHER CAPITAL MANAGEMENT CORP 36360.00%0.45%1.31%Q4 2014Q3 202336
Louisiana State Employees Retirement System 36360.06%0.15%0.27%Q4 2014Q3 202336
BESSEMER GROUP INC 36360.00%0.07%0.67%Q4 2014Q3 202336
NORTHERN TRUST CORP 36360.03%0.17%0.33%Q4 2014Q3 202336
Kentucky Retirement Systems 36360.04%0.22%0.44%Q4 2014Q3 202336
WELCH & FORBES LLC 36360.01%0.12%0.26%Q4 2014Q3 202336
HARTFORD INVESTMENT MANAGEMENT CO 36360.04%0.21%0.40%Q4 2014Q3 202336
PINNACLE ASSOCIATES LTD 36360.01%0.05%0.11%Q4 2014Q3 202336
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 36360.03%0.12%0.22%Q4 2014Q3 202336
NOMURA ASSET MANAGEMENT CO LTD 36360.02%0.14%0.28%Q4 2014Q3 202336
Ameritas Investment Partners, Inc. 36360.03%0.13%0.22%Q4 2014Q3 202336
TD ASSET MANAGEMENT INC 36360.01%0.06%0.17%Q4 2014Q3 202336
FEDERATED HERMES, INC. 36360.00%0.15%0.76%Q4 2014Q3 202336
ProShare Advisors LLC 36360.25%0.70%1.00%Q4 2014Q3 202336
MACKENZIE FINANCIAL CORP 36360.00%0.04%0.35%Q4 2014Q3 202336
Parkside Financial Bank & Trust 36360.02%0.14%0.41%Q4 2014Q3 202336
CANADA PENSION PLAN INVESTMENT BOARD 36360.00%0.31%2.32%Q4 2014Q3 202336
AMALGAMATED BANK 36360.04%0.16%0.33%Q4 2014Q3 202336
GUGGENHEIM CAPITAL LLC 36360.08%0.20%0.30%Q4 2014Q3 202336
REGIONS FINANCIAL CORP 36360.00%0.04%0.09%Q4 2014Q3 202336
SYNOVUS FINANCIAL CORP 36360.01%0.01%0.03%Q4 2014Q3 202336
South Dakota Investment Council 36360.03%0.12%0.30%Q4 2014Q3 202336
Mitsubishi UFJ Asset Management Co., Ltd. 36360.05%0.21%0.56%Q4 2014Q3 202336
Retirement Systems of Alabama 36360.02%0.13%0.25%Q4 2014Q3 202336
Laird Norton Wetherby Wealth Management, LLC 36360.02%0.10%0.33%Q4 2014Q3 202336
Argent Trust Co 36360.18%0.52%1.30%Q4 2014Q3 202336
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 36360.02%0.16%0.33%Q4 2014Q3 202336
PRIVATE TRUST CO NA 36360.04%0.21%0.42%Q4 2014Q3 202336
Pacer Advisors, Inc. 3510.01%0.26%0.72%Q4 2013Q3 202336
BNP Paribas Asset Management Holding S.A. 36360.01%0.10%0.40%Q4 2014Q3 202336
THOMPSON INVESTMENT MANAGEMENT, INC. 36361.50%1.83%2.26%Q4 2014Q3 202336
CHICKASAW CAPITAL MANAGEMENT LLC 36360.01%0.03%0.08%Q4 2014Q3 202336
ACADIAN ASSET MANAGEMENT LLC 36360.00%0.05%0.34%Q4 2014Q3 202336
BROWN BROTHERS HARRIMAN & CO 36360.00%0.02%0.03%Q4 2014Q3 202336
STATE OF MICHIGAN RETIREMENT SYSTEM 36360.04%0.16%0.38%Q4 2014Q3 202336
Legal & General Group Plc 36360.05%0.21%0.37%Q4 2014Q3 202336
Glassman Wealth Services 36360.00%0.08%0.22%Q4 2014Q3 202336
JANUS HENDERSON GROUP PLC 36360.00%0.05%0.23%Q4 2014Q3 202336
K.J. Harrison & Partners Inc 36360.05%0.52%1.88%Q4 2014Q3 202336
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 36360.07%0.23%0.41%Q4 2014Q3 202336
VOYA INVESTMENT MANAGEMENT LLC 36360.01%0.06%0.09%Q4 2014Q3 202336
Asset Management One Co., Ltd. 36360.05%0.13%0.33%Q4 2014Q3 202336
Stratos Wealth Partners, LTD. 36360.01%0.10%0.30%Q4 2014Q3 202336
MACQUARIE GROUP LTD 36360.00%0.14%0.73%Q4 2014Q3 202336
CIBC WORLD MARKET INC. 2690.01%0.04%0.08%Q4 2014Q3 202336
First Horizon Advisors, Inc. 36360.02%0.67%1.23%Q4 2014Q3 202336
GLENMEDE TRUST CO NA 36360.01%0.11%0.34%Q4 2014Q3 202336
WHITTIER TRUST CO OF NEVADA INC 36360.01%0.04%0.08%Q4 2014Q3 202336
FARMERS & MERCHANTS INVESTMENTS INC 36360.02%0.43%0.86%Q4 2014Q3 202336
Gradient Investments LLC 36360.00%0.08%0.50%Q4 2014Q3 202336
State of Tennessee, Treasury Department 36360.01%0.12%0.42%Q4 2014Q3 202336
Granite Investment Partners, LLC 36360.01%0.05%0.10%Q4 2014Q3 202336
TEACHER RETIREMENT SYSTEM OF TEXAS 36360.01%0.31%0.79%Q4 2014Q3 202336
Wellington Shields Capital Management, LLC 36360.02%0.09%0.24%Q4 2014Q3 202336
BLAIR WILLIAM & CO/IL 36360.02%0.34%1.05%Q4 2014Q3 202336
SPRUCEGROVE INVESTMENT MANAGEMENT LTD 36360.44%1.64%3.68%Q4 2014Q3 202336
BUCKINGHAM STRATEGIC WEALTH, LLC 36360.01%0.17%0.54%Q4 2014Q3 202336
Neuberger Berman Group LLC 36360.00%0.02%0.10%Q4 2014Q3 202336
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 36360.01%0.16%0.40%Q4 2014Q3 202336
Bangor Savings Bank 36360.08%0.28%0.55%Q4 2014Q3 202336
Blume Capital Management, Inc. 36360.01%0.03%0.09%Q4 2014Q3 202336
PUBLIC SECTOR PENSION INVESTMENT BOARD 36360.01%0.07%0.19%Q4 2014Q3 202336
PRICE T ROWE ASSOCIATES INC /MD/ 36360.00%0.13%0.64%Q4 2014Q3 202336
Rodgers Brothers Inc. 36360.23%1.62%2.27%Q4 2014Q3 202336
BRYN MAWR TRUST Co 36360.01%0.49%1.24%Q4 2014Q3 202336
GAMCO INVESTORS, INC. ET AL 36360.02%0.12%0.25%Q4 2014Q3 202336
D.A. DAVIDSON & CO. 36360.01%0.05%0.13%Q4 2014Q3 202336
TEXAS PERMANENT SCHOOL FUND CORP 36360.03%0.17%0.33%Q4 2014Q3 202336
L. Roy Papp & Associates, LLP 36360.04%0.21%0.45%Q4 2014Q3 202336
WATERS PARKERSON & CO., LLC 36360.02%0.10%0.23%Q4 2014Q3 202336
Capital World Investors 36360.04%0.22%0.44%Q4 2014Q3 202336
FOUNDERS CAPITAL MANAGEMENT, LLC 36360.05%2.00%4.77%Q4 2014Q3 202336
NORDEA INVESTMENT MANAGEMENT AB 36360.00%0.57%2.01%Q4 2014Q3 202336
NEW YORK STATE COMMON RETIREMENT FUND 36360.02%0.17%0.35%Q4 2014Q3 202336
GEODE CAPITAL MANAGEMENT, LLC 36360.04%0.19%0.37%Q4 2014Q3 202336
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 36360.04%0.19%0.35%Q4 2014Q3 202336
GABELLI FUNDS LLC 36360.05%0.14%0.27%Q4 2014Q3 202336
Kentucky Retirement Systems Insurance Trust Fund 36360.04%0.22%0.45%Q4 2014Q3 202336
LAZARD ASSET MANAGEMENT LLC 36360.00%0.19%1.65%Q4 2014Q3 202336
DEARBORN PARTNERS LLC 36360.03%0.54%1.19%Q4 2014Q3 202336
Long Road Investment Counsel, LLC 36360.52%2.10%3.92%Q4 2014Q3 202336
APG Asset Management N.V. 36360.03%0.24%0.49%Q4 2014Q3 202336
Korea Investment CORP 36360.02%0.14%0.36%Q4 2014Q3 202336
Capital Investment Advisors, LLC 3510.01%0.03%0.07%Q4 2014Q4 202336
Swiss National Bank 36360.04%0.19%0.35%Q4 2014Q3 202336
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 36360.03%0.07%0.18%Q4 2014Q3 202336
AQR Capital Management 36360.00%0.11%0.33%Q4 2014Q3 202336
NAPLES GLOBAL ADVISORS, LLC 36360.07%0.21%0.34%Q4 2014Q3 202336
AMERIPRISE FINANCIAL INC 36360.01%0.08%0.20%Q4 2014Q3 202336
Livforsakringsbolaget Skandia, Omsesidigt 36360.00%0.36%0.77%Q4 2014Q3 202336
OPPENHEIMER & CO INC 36360.01%0.13%0.38%Q4 2014Q3 202336
Utah Retirement Systems 36360.04%0.20%0.38%Q4 2014Q3 202336
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 36360.01%1.03%2.14%Q4 2014Q3 202336
Chesley Taft & Associates LLC 36360.06%0.97%1.88%Q4 2014Q3 202336
MORGAN STANLEY 36360.03%0.11%0.35%Q4 2014Q3 202336
UNITED CAPITAL FINANCIAL ADVISORS, LLC 36360.01%0.06%0.16%Q4 2014Q3 202336
Sumitomo Mitsui DS Asset Management Company, Ltd 36360.06%0.15%0.22%Q4 2014Q3 202336
SCHRODER INVESTMENT MANAGEMENT GROUP 36360.00%0.11%0.39%Q4 2014Q3 202336
HARVEY INVESTMENT CO LLC 36360.06%0.50%1.05%Q4 2014Q3 202336
GREENLEAF TRUST 36360.00%0.02%0.05%Q4 2014Q3 202336
KBC Group NV 36360.02%0.13%0.44%Q4 2014Q3 202336
PARTHENON LLC 36360.19%1.16%2.40%Q4 2014Q3 202336
RAYMOND JAMES TRUST N.A. 36360.05%0.13%0.19%Q4 2014Q3 202336
Kovitz Investment Group Partners, LLC 2710.00%0.44%1.62%Q1 2016Q1 202336
KEYBANK NATIONAL ASSOCIATION/OH 36360.01%0.10%0.23%Q4 2014Q3 202336
Diligent Investors, LLC 36360.23%0.76%1.94%Q4 2014Q3 202336
Goelzer Investment Management, Inc. 36360.08%0.54%1.28%Q4 2014Q3 202336
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 36360.04%0.21%0.38%Q4 2014Q3 202336
MONTAG A & ASSOCIATES INC 36360.02%0.52%1.40%Q4 2014Q3 202336
SVB WEALTH LLC 36360.01%0.26%0.59%Q4 2014Q3 202336
Bartlett & Co. LLC 20160.01%0.06%0.12%Q4 2014Q4 202336
THRIVENT FINANCIAL FOR LUTHERANS 36360.00%0.05%0.62%Q4 2014Q3 202336
MOODY NATIONAL BANK TRUST DIVISION 36360.02%0.08%0.18%Q4 2014Q3 202336
St. Johns Investment Management Company, LLC 36360.00%0.00%0.01%Q4 2014Q3 202336
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 36360.03%0.63%1.40%Q4 2014Q3 202336
COMMERCE BANK 36360.02%0.18%0.42%Q4 2014Q3 202336
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 36360.04%0.16%0.30%Q4 2014Q3 202336
SALEM INVESTMENT COUNSELORS INC 36360.00%0.89%2.20%Q4 2014Q3 202336
WEDBUSH SECURITIES INC 36360.04%0.10%0.19%Q4 2014Q3 202336
FMR LLC 36360.00%0.08%0.18%Q4 2014Q3 202336
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 36360.00%0.01%0.03%Q4 2014Q3 202336
AVIVA PLC 36360.01%0.15%0.34%Q4 2014Q3 202336
JNBA Financial Advisors 36360.00%0.02%0.05%Q4 2014Q3 202336
1834 INVESTMENT ADVISORS CO 36360.00%0.28%1.03%Q4 2014Q3 202336
WHITTIER TRUST CO 36360.01%0.03%0.05%Q4 2014Q3 202336
PRUDENTIAL FINANCIAL INC 36360.03%0.18%0.43%Q4 2014Q3 202336
Choate Investment Advisors 36360.02%0.12%0.21%Q4 2014Q3 202336
CHOREO, LLC 36360.01%0.08%0.19%Q4 2014Q3 202336
LPL Financial LLC 2690.00%0.04%0.14%Q4 2014Q3 202336
Sigma Planning Corp 36360.02%0.08%0.21%Q4 2014Q3 202336
Plante Moran Financial Advisors, LLC 36360.00%0.08%0.20%Q4 2014Q3 202336
Perigon Wealth Management, LLC 1910.01%0.10%0.20%Q3 2011Q3 202336
Sandy Spring Bank 36360.01%0.05%0.24%Q4 2014Q3 202336
PANAGORA ASSET MANAGEMENT INC 36360.01%0.16%0.66%Q4 2014Q3 202336
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 36360.09%0.29%0.55%Q4 2014Q3 202336
HYMAN CHARLES D 36360.02%0.67%1.79%Q4 2014Q3 202336
WENDELL DAVID ASSOCIATES INC 36360.08%0.74%1.63%Q4 2014Q3 202336
PRENTISS SMITH & CO INC 36360.17%0.94%5.09%Q4 2014Q3 202336
ALLIANCEBERNSTEIN L.P. 36360.01%0.07%0.14%Q4 2014Q3 202336
Moors & Cabot, Inc. 36360.05%0.17%0.31%Q4 2014Q3 202336
Mitsubishi UFJ Trust & Banking Corp 36360.02%0.19%0.38%Q4 2014Q3 202336
STATE OF WISCONSIN INVESTMENT BOARD 36360.03%0.18%0.40%Q4 2014Q3 202336
MONETARY MANAGEMENT GROUP INC 36360.13%1.00%2.81%Q4 2014Q3 202336
JFS WEALTH ADVISORS, LLC 36360.01%0.29%0.88%Q4 2014Q3 202336
Miller Investment Management, LP 36360.04%0.40%0.84%Q4 2014Q3 202336
PROFUND ADVISORS LLC 36360.08%0.22%0.39%Q4 2014Q3 202336
UBS ASSET MANAGEMENT AMERICAS INC 36360.05%0.21%0.48%Q4 2014Q3 202336
PRINCIPAL FINANCIAL GROUP INC 36360.01%0.09%0.23%Q4 2014Q3 202336
Chevy Chase Trust Holdings, LLC 36360.04%0.19%0.39%Q4 2014Q3 202336
FIRST TRUST ADVISORS LP 36360.04%0.15%0.39%Q4 2014Q3 202336
RHUMBLINE ADVISERS 36360.04%0.19%0.36%Q4 2014Q3 202336
BAHL & GAYNOR INC 36360.01%0.10%0.25%Q4 2014Q3 202336
Ancora Advisors LLC 36360.02%0.17%0.53%Q4 2014Q3 202336
BENJAMIN F. EDWARDS & COMPANY, INC. 36360.02%0.23%0.62%Q4 2014Q3 202336
VAN ECK ASSOCIATES CORP 36360.01%0.03%0.10%Q4 2014Q3 202336
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 36360.04%0.20%0.40%Q4 2014Q3 202336
Private Advisor Group, LLC 36360.01%0.05%0.20%Q4 2014Q3 202336
LOGAN CAPITAL MANAGEMENT INC 36360.01%0.06%0.15%Q4 2014Q3 202336
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 36360.01%0.07%0.14%Q4 2014Q3 202336
Norinchukin Bank, The 36360.03%0.13%0.28%Q4 2014Q3 202336
Clean Yield Group 36360.04%0.14%0.21%Q4 2014Q3 202336
SEI INVESTMENTS CO 36360.02%0.08%0.20%Q4 2014Q3 202336
BROWN ADVISORY INC 36360.00%0.05%0.10%Q4 2014Q3 202336
DIMENSIONAL FUND ADVISORS LP 36360.03%0.13%0.23%Q4 2014Q3 202336
State of New Jersey Common Pension Fund D 36360.03%0.11%0.21%Q4 2014Q3 202336
Marble Harbor Investment Counsel, LLC 36361.14%2.13%3.36%Q4 2014Q3 202336
Richard C. Young & CO., LTD. 36360.31%1.06%1.66%Q4 2014Q3 202336
Avior Wealth Management, LLC 36360.01%0.24%0.76%Q4 2014Q3 202336
FIDUCIARY TRUST CO 36360.01%0.10%0.26%Q4 2014Q3 202336
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.06%0.44%0.97%Q4 2014Q3 202336
FIFTH THIRD BANCORP 36360.02%0.25%0.65%Q4 2014Q3 202336
Gibraltar Capital Management, Inc. 36360.16%2.61%7.77%Q4 2014Q3 202336
EVERETT HARRIS & CO /CA/ 36360.01%0.11%0.27%Q4 2014Q3 202336
MONARCH CAPITAL MANAGEMENT INC/ 36360.86%2.62%4.06%Q4 2014Q3 202336
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 36360.04%0.19%0.36%Q4 2014Q3 202336
SCOTIA CAPITAL INC. 35350.05%0.12%0.18%Q1 2015Q3 202336
US BANCORP \DE\ 36360.01%0.17%0.38%Q4 2014Q3 202336
SUMITOMO LIFE INSURANCE CO 36360.00%0.16%0.38%Q4 2014Q3 202336
Savant Capital, LLC 36360.01%0.16%0.38%Q4 2014Q3 202336
FAYEZ SAROFIM & CO 36360.01%0.64%1.61%Q4 2014Q3 202336
NISA INVESTMENT ADVISORS, LLC 36360.02%0.19%0.40%Q4 2014Q3 202336
Brookstone Capital Management 36360.02%0.13%0.29%Q4 2014Q3 202336
ARCADIA INVESTMENT MANAGEMENT CORP/MI 36360.03%0.42%1.06%Q4 2014Q3 202336
ROBERTS GLORE & CO INC /IL/ 36360.12%0.69%1.47%Q4 2014Q3 202336
Evercore Wealth Management, LLC 36360.01%0.04%0.07%Q4 2014Q3 202336
NATIXIS ADVISORS, L.P. 36360.00%0.10%0.46%Q4 2014Q3 202336
Ironwood Investment Counsel, LLC 36360.18%0.92%1.84%Q4 2014Q3 202336
Janney Montgomery Scott LLC 36360.04%0.14%0.44%Q4 2014Q3 202336
SEGALL BRYANT & HAMILL, LLC 36360.02%0.27%0.57%Q4 2014Q3 202336
SCHMIDT P J INVESTMENT MANAGEMENT INC 36360.07%0.82%2.17%Q4 2014Q3 202336
JPMORGAN CHASE & CO 36360.01%0.12%0.32%Q4 2014Q3 202336
FRANKLIN RESOURCES INC 36360.00%0.39%0.78%Q4 2014Q3 202336
Daiwa Securities Group Inc. 35350.01%0.03%0.07%Q1 2015Q3 202335
Carnegie Capital Asset Management, LLC 35350.01%0.16%0.49%Q4 2014Q2 202335
HBK Sorce Advisory LLC 3050.01%0.10%0.23%Q4 2014Q3 202335
Meiji Yasuda Asset Management Co Ltd. 23120.02%0.41%0.87%Q4 2014Q3 202335
UNITED FIRE GROUP INC 35350.05%0.25%0.38%Q4 2014Q2 202335
BANK OF NOVA SCOTIA 35350.01%0.04%0.14%Q1 2015Q3 202335
Smithfield Trust Co 35350.00%0.09%0.24%Q1 2015Q3 202335
Pekin Hardy Strauss, Inc. 35350.02%0.16%0.38%Q4 2014Q2 202335
Blue Chip Partners, LLC 35350.02%0.15%0.43%Q4 2014Q2 202335
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 35350.02%0.06%0.14%Q4 2014Q2 202335
BAR HARBOR WEALTH MANAGEMENT 35350.15%0.70%1.18%Q1 2015Q3 202335
VICTORY CAPITAL MANAGEMENT INC 3320.00%0.04%0.15%Q4 2014Q3 202335
Robeco Institutional Asset Management B.V. 35350.01%0.08%0.19%Q1 2015Q3 202335
LEAVELL INVESTMENT MANAGEMENT, INC. 35350.02%0.13%0.27%Q4 2014Q2 202335
INSPIRION WEALTH ADVISORS, LLC 35350.05%1.41%5.31%Q4 2014Q2 202335
KELLY LAWRENCE W & ASSOCIATES INC/CA 24110.01%0.03%0.06%Q4 2014Q3 202335
NORTH STAR ASSET MANAGEMENT INC 35350.01%0.19%0.93%Q4 2014Q2 202335
EVERENCE CAPITAL MANAGEMENT INC 35350.04%0.20%0.44%Q1 2015Q3 202335
PEOPLES FINANCIAL SERVICES CORP. 35350.01%0.14%0.22%Q1 2015Q3 202335
LINCLUDEN MANAGEMENT LTD 35350.50%1.20%2.34%Q1 2015Q3 202335
Notis-McConarty Edward 35350.08%0.28%0.55%Q4 2014Q2 202335
Oakworth Capital, Inc. 35350.00%0.03%0.17%Q1 2015Q3 202335
J.P. Morgan Private Wealth Advisors LLC 3410.00%0.06%0.15%Q4 2014Q3 202335
OLD SECOND NATIONAL BANK OF AURORA 35350.00%0.17%1.00%Q1 2015Q3 202335
HOWLAND CAPITAL MANAGEMENT LLC 35350.04%1.17%2.74%Q4 2014Q2 202335
PROSPECTOR PARTNERS LLC 35350.03%0.09%0.44%Q4 2014Q2 202335
Winch Advisory Services, LLC 35350.02%0.04%0.31%Q1 2015Q3 202335
TCI Wealth Advisors, Inc. 35350.03%0.32%0.72%Q4 2014Q2 202335
TIEMANN INVESTMENT ADVISORS, LLC 35350.12%1.10%2.33%Q4 2014Q2 202335
OARSMAN CAPITAL, INC. 35350.11%0.90%2.66%Q4 2014Q2 202335
Mirae Asset Global Investments Co., Ltd. 35350.01%0.07%0.14%Q1 2015Q3 202335
OLD POINT TRUST & FINANCIAL SERVICES N A 35350.22%1.55%3.07%Q1 2015Q3 202335
FDx Advisors, Inc. 35350.02%0.05%0.14%Q4 2014Q2 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.01%0.12%0.56%Q1 2015Q3 202335
Cutter & CO Brokerage, Inc. 3410.06%0.25%0.72%Q4 2014Q3 202335
ADELL HARRIMAN & CARPENTER INC 3230.06%0.32%0.60%Q4 2014Q3 202335
Allworth Financial LP 35350.00%0.01%0.08%Q1 2015Q3 202335
ADAGE CAPITAL PARTNERS GP, L.L.C. 3320.01%0.18%0.42%Q4 2014Q3 202335
STRS OHIO 35350.01%0.14%0.25%Q4 2014Q2 202335
JONES FINANCIAL COMPANIES LLLP 35350.00%0.00%0.01%Q1 2015Q3 202335
Alberta Investment Management Corp 18170.00%0.20%0.52%Q4 2014Q3 202335
Spears Abacus Advisors LLC 35350.04%0.09%0.17%Q4 2014Q2 202335
Barnett & Company, Inc. 22130.02%0.41%1.28%Q4 2014Q3 202335
SHELL ASSET MANAGEMENT CO 3230.03%0.14%0.26%Q4 2014Q3 202335
BALYASNY ASSET MANAGEMENT L.P. 910.00%0.06%0.34%Q2 2015Q3 202335
National Pension Service 35350.05%0.22%0.43%Q1 2015Q3 202335
ASSOCIATED BANC-CORP 35350.01%0.16%0.39%Q4 2014Q2 202335
VALLEY NATIONAL ADVISERS INC 35350.00%0.01%0.02%Q1 2015Q3 202335
DUFF & PHELPS INVESTMENT MANAGEMENT CO 35350.00%0.01%0.02%Q4 2014Q2 202335
FIRST NATIONAL TRUST CO 35350.02%0.23%0.97%Q1 2015Q3 202335
STOCK YARDS BANK & TRUST CO 35350.02%0.16%0.44%Q1 2015Q3 202335
Dana Investment Advisors, Inc. 35350.02%0.06%0.21%Q1 2015Q3 202335
METROPOLITAN LIFE INSURANCE CO/NY 35350.03%0.15%0.32%Q1 2015Q3 202335
Veritable, L.P. 35350.01%0.04%0.08%Q4 2014Q2 202335
Manchester Capital Management LLC 3410.00%0.04%0.12%Q4 2014Q3 202335
CITY HOLDING CO 35350.00%0.48%1.25%Q1 2015Q3 202335
STIFEL FINANCIAL CORP 3050.02%0.16%0.31%Q4 2014Q3 202335
MOTCO 35350.00%0.01%0.06%Q1 2015Q3 202335
FIRST FINANCIAL CORP /IN/ 35350.02%0.07%0.11%Q1 2015Q3 202335
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3050.02%0.20%0.46%Q4 2014Q3 202335
Endurance Wealth Management, Inc. 35350.08%0.27%0.54%Q4 2014Q2 202335
Johnson Financial Group, Inc. 35350.00%0.23%0.77%Q1 2015Q3 202335
Boston Trust Walden Corp 35350.00%0.02%0.03%Q4 2014Q2 202335
Rafferty Asset Management, LLC 35350.02%0.07%0.26%Q1 2015Q3 202335
Cetera Advisor Networks LLC 21140.01%0.04%0.09%Q4 2014Q3 202335
GRIMES & COMPANY, INC. 35350.01%0.04%0.11%Q4 2014Q2 202335
CULLEN/FROST BANKERS, INC. 35350.02%0.24%0.76%Q1 2015Q3 202335
Opus Capital Group, LLC 35350.04%0.12%0.24%Q4 2014Q2 202335
North Star Investment Management Corp. 35350.07%0.46%0.82%Q1 2015Q3 202335
Rathbones Group PLC 35350.00%0.04%0.12%Q1 2015Q3 202335
PRIO WEALTH LIMITED PARTNERSHIP 35350.01%0.03%0.07%Q4 2014Q2 202335
TOMPKINS FINANCIAL CORP 25100.00%0.31%1.12%Q1 2015Q4 202335
Indiana Trust & Investment Management CO 3410.06%0.27%0.47%Q4 2014Q3 202335
CHICAGO TRUST Co NA 35350.15%0.76%1.86%Q1 2015Q3 202335
Perkins Coie Trust Co 35350.00%0.04%0.09%Q1 2015Q3 202335
MASSMUTUAL TRUST CO FSB/ADV 2920.00%0.03%0.15%Q4 2014Q4 202334
ASSETMARK, INC 34340.00%0.00%0.02%Q2 2015Q3 202334
FineMark National Bank & Trust 34340.01%0.05%0.14%Q4 2014Q1 202334
AXA S.A. 3040.00%0.06%0.12%Q4 2014Q3 202334
FLPUTNAM INVESTMENT MANAGEMENT CO 24100.01%0.14%0.65%Q4 2014Q2 202334
Koshinski Asset Management, Inc. 18160.04%0.22%0.43%Q4 2014Q3 202334
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 34340.03%0.06%0.13%Q4 2014Q1 202334
QUADRANT CAPITAL GROUP LLC 34340.01%0.14%0.52%Q2 2015Q3 202334
Cambridge Advisors Inc. 34340.23%1.05%2.43%Q4 2014Q1 202334
Benin Management CORP 34340.07%0.21%0.39%Q4 2014Q1 202334
CIBC WORLD MARKETS CORP 2770.02%0.26%2.60%Q1 2015Q3 202334
PEAPACK GLADSTONE FINANCIAL CORP 1930.01%0.02%0.04%Q4 2014Q3 202334
Cetera Advisors LLC 1840.03%0.07%0.11%Q4 2014Q3 202334
DORCHESTER WEALTH MANAGEMENT Co 34340.14%0.47%1.04%Q2 2015Q3 202334
Horrell Capital Management, Inc. 34340.22%0.90%1.49%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.01%0.10%0.21%Q2 2015Q3 202334
Montecito Bank & Trust 34340.08%0.17%0.27%Q1 2015Q2 202334
Linscomb & Williams, Inc. 34340.02%0.13%0.43%Q4 2014Q1 202334
Arizona State Retirement System 3310.04%0.15%0.28%Q4 2014Q3 202334
Zurcher Kantonalbank (Zurich Cantonalbank) 2590.00%0.15%0.28%Q4 2014Q3 202334
FINANCIAL COUNSELORS INC 2770.06%0.39%0.82%Q4 2014Q2 202334
JARISLOWSKY, FRASER Ltd 2860.00%0.59%1.52%Q4 2014Q2 202334
Summit Asset Management, LLC 34340.06%0.28%0.55%Q4 2014Q1 202334
PITTENGER & ANDERSON INC 3220.00%0.11%0.25%Q4 2014Q2 202334
ENVESTNET ASSET MANAGEMENT INC 34340.00%0.03%0.08%Q2 2015Q3 202334
Bath Savings Trust Co 2680.03%0.63%1.68%Q1 2015Q3 202334
BOKF, NA 2590.01%0.07%0.11%Q1 2015Q3 202334
Community Bank, N.A. 34340.00%0.07%0.17%Q1 2015Q2 202334
COMERICA BANK 3220.00%0.19%0.35%Q1 2015Q3 202334
INVESTMENT MANAGEMENT OF VIRGINIA LLC 34340.21%0.43%0.63%Q4 2014Q1 202334
BURNEY CO/ 34340.01%0.05%0.14%Q1 2015Q2 202334
Advisory Services Network, LLC 2770.03%0.16%0.54%Q1 2015Q3 202334
WESBANCO BANK INC 2440.01%0.19%0.75%Q4 2014Q3 202334
HighTower Trust Company, N.A. 34340.02%0.18%0.30%Q4 2014Q1 202334
TD Capital Management LLC 2950.00%0.01%0.02%Q4 2014Q3 202334
MOGY JOEL R INVESTMENT COUNSEL INC 34340.02%0.10%0.19%Q4 2014Q1 202334
Cambridge Investment Research Advisors, Inc. 33330.03%0.06%0.12%Q3 2015Q3 202333
Versant Capital Management, Inc 33330.00%0.01%0.03%Q4 2015Q4 202333
GOFEN & GLOSSBERG LLC /IL/ 33330.08%0.25%0.48%Q4 2014Q4 202233
BTC Capital Management, Inc. 33330.03%0.43%2.07%Q1 2015Q1 202333
UNITED SERVICES AUTOMOBILE ASSOCIATION 2760.01%0.14%0.36%Q4 2014Q3 202333
ARGI Investment Services, LLC 33330.03%0.07%0.26%Q4 2014Q4 202233
BOSTON FINANCIAL MANGEMENT LLC 33330.01%0.19%0.66%Q4 2014Q4 202233
Ally Financial Inc. 33330.13%0.56%0.84%Q3 2015Q3 202333
Manitou Investment Management Ltd. 33330.21%5.63%12.73%Q3 2015Q3 202333
NORGES BANK 33330.01%0.18%0.32%Q4 2014Q4 202233
KWMG, LLC 2580.08%0.70%1.28%Q4 2014Q3 202333
THORNBURG INVESTMENT MANAGEMENT INC 33330.00%2.30%4.21%Q4 2014Q4 202233
ONTARIO TEACHERS PENSION PLAN BOARD 2610.00%0.16%0.79%Q4 2014Q3 202333
Tradewinds Capital Management, LLC 17160.00%0.02%0.05%Q4 2014Q3 202333
DELTA ASSET MANAGEMENT LLC/TN 2940.01%0.03%0.06%Q4 2014Q3 202333
NBT BANK N A /NY 33330.04%0.17%0.39%Q1 2015Q1 202333
JOHNSON INVESTMENT COUNSEL INC 33330.01%0.06%0.13%Q3 2015Q3 202333
ARMSTRONG HENRY H ASSOCIATES INC 33331.16%4.56%8.55%Q4 2014Q4 202233
Regent Investment Management LLC 33330.35%1.72%3.44%Q4 2014Q4 202233
AMERICAN CENTURY COMPANIES INC 33330.00%0.03%0.14%Q3 2015Q3 202333
HALL LAURIE J TRUSTEE 1370.05%0.92%2.00%Q4 2014Q3 202333
TRUST CO OF VIRGINIA /VA 33330.02%0.10%0.21%Q1 2015Q1 202333
Cambridge Financial Group, Inc. 3012.24%2.98%3.79%Q4 2014Q3 202333
TRUST CO OF VERMONT 2610.00%0.06%0.15%Q1 2015Q3 202333
DekaBank Deutsche Girozentrale 2760.01%0.09%0.22%Q1 2015Q3 202333
ISTHMUS PARTNERS, LLC 1710.03%0.17%0.60%Q4 2014Q2 202333
Hudock, Inc. 1650.00%0.18%0.56%Q4 2014Q3 202333
FORVIS Wealth Advisors, LLC 1630.02%0.09%0.18%Q4 2014Q3 202333
SENTRY INVESTMENT MANAGEMENT LLC 2410.00%0.16%0.38%Q4 2014Q3 202332
WOODMONT INVESTMENT COUNSEL LLC 3110.02%0.23%0.63%Q4 2014Q4 202232
Moisand Fitzgerald Tamayo, LLC 32320.01%0.11%0.24%Q4 2015Q3 202332
Andra AP-fonden 1550.08%0.16%0.32%Q1 2015Q2 202332
American Research & Management Co. 32320.01%0.02%0.05%Q4 2014Q3 202232
Cetera Investment Advisers 32320.03%0.11%0.21%Q4 2015Q3 202332
REGENTATLANTIC CAPITAL LLC 32320.03%0.23%0.41%Q4 2014Q3 202232
BALASA DINVERNO & FOLTZ LLC 32320.02%0.09%0.17%Q4 2014Q3 202232
Ausdal Financial Partners, Inc. 32320.03%0.19%0.42%Q4 2015Q3 202332
Gotham Asset Management, LLC 32320.04%0.33%0.87%Q4 2015Q3 202332
Hanson & Doremus Investment Management 32320.00%0.01%0.01%Q4 2015Q3 202332
SCHNIEDERS CAPITAL MANAGEMENT LLC 2390.06%1.16%2.58%Q4 2014Q4 202232
Skandinaviska Enskilda Banken AB (publ) 32320.02%0.10%0.22%Q4 2015Q3 202332
Compagnie Lombard Odier SCmA 32320.00%0.13%0.57%Q4 2015Q3 202332
B. Riley Wealth Advisors, Inc. 2480.02%0.07%0.18%Q4 2014Q3 202332
CONNING INC. 3110.01%0.05%0.19%Q4 2014Q4 202232
IFP Advisors, Inc 17140.02%0.11%0.35%Q4 2015Q3 202332
FULLER & THALER ASSET MANAGEMENT, INC. 3110.00%0.01%0.05%Q1 2015Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.07%0.42%1.61%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.13%0.37%0.63%Q1 2016Q4 202332
TRUST CO OF TOLEDO NA /OH/ 3020.04%0.13%0.25%Q1 2015Q1 202332
EATON VANCE MANAGEMENT 32320.03%0.10%0.17%Q4 2014Q3 202232
DOWLING & YAHNKE LLC 32320.07%0.37%0.74%Q4 2014Q3 202232
MUFG Americas Holdings Corp 32320.01%0.16%0.43%Q4 2014Q3 202232
MCF Advisors LLC 2230.00%0.02%0.03%Q4 2014Q3 202332
SILVERCREST ASSET MANAGEMENT GROUP LLC 3110.00%0.01%0.02%Q4 2014Q4 202232
Legacy Private Trust Co. 32320.04%0.26%0.80%Q4 2014Q3 202232
WRIGHT INVESTORS SERVICE INC 11100.23%0.70%2.10%Q4 2014Q3 202332
StrategIQ Financial Group, LLC 32320.04%0.23%0.47%Q4 2015Q3 202332
ST GERMAIN D J CO INC 1720.00%0.46%2.82%Q4 2014Q3 202332
CAPE COD FIVE CENTS SAVINGS BANK 2310.02%0.08%0.18%Q4 2014Q3 202332
PRUDENTIAL PLC 2130.00%0.15%0.36%Q4 2014Q3 202332
Welch Group, LLC 18140.01%0.06%0.14%Q4 2014Q2 202332
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 31310.03%0.30%0.95%Q4 2015Q2 202331
Clear Harbor Asset Management, LLC 2120.01%0.39%1.20%Q4 2014Q2 202331
Atria Investments, Inc 2010.02%0.06%0.12%Q1 2015Q2 202331
Sutton Wealth Advisors Inc. 31310.01%0.18%0.41%Q1 2016Q3 202331
West Coast Financial LLC 31310.04%1.71%3.15%Q4 2014Q2 202231
LINCOLN NATIONAL CORP 1910.01%0.02%0.03%Q1 2015Q3 202331
FUKOKU MUTUAL LIFE INSURANCE Co 3010.01%0.03%0.07%Q4 2014Q3 202331
BTR CAPITAL MANAGEMENT INC 2380.04%0.10%0.25%Q4 2014Q3 202231
EXENCIAL WEALTH ADVISORS, LLC 31310.02%0.16%0.56%Q1 2016Q3 202331
Vigilant Capital Management, LLC 31310.00%0.02%0.09%Q4 2015Q2 202331
GATEWAY INVESTMENT ADVISERS LLC 31310.00%0.29%0.55%Q4 2014Q2 202231
Armbruster Capital Management, Inc. 31310.05%0.20%0.57%Q4 2015Q2 202331
Iowa State Bank 31310.17%0.39%0.78%Q1 2015Q3 202231
PINNACLE FINANCIAL PARTNERS INC 31310.01%0.05%0.15%Q1 2016Q3 202331
Dorsey & Whitney Trust CO LLC 31310.03%0.10%0.18%Q4 2014Q2 202231
ADVISOR PARTNERS LLC 31310.02%0.21%0.56%Q4 2014Q2 202231
Parsec Financial Management, Inc. 31310.01%0.19%0.31%Q4 2014Q2 202231
BECK MACK & OLIVER LLC 31310.01%0.02%0.04%Q4 2014Q2 202231
MAIRS & POWER INC 31310.00%0.01%0.02%Q4 2014Q2 202231
TELEMUS CAPITAL, LLC 31310.02%0.09%0.18%Q1 2016Q3 202331
Richard Bernstein Advisors LLC 2650.03%0.21%0.79%Q4 2014Q2 202331
SouthState Corp 2120.00%0.12%0.34%Q4 2014Q2 202331
Geneos Wealth Management Inc. 31310.02%0.09%0.27%Q1 2016Q3 202331
DIXON HUBARD FEINOUR & BROWN INC/VA 31310.08%0.37%0.68%Q4 2014Q2 202231
Financial Advisory Group 31310.04%0.14%0.32%Q4 2015Q2 202331
Texas Yale Capital Corp. 2410.01%0.04%0.06%Q4 2014Q2 202331
A. D. Beadell Investment Counsel, Inc. 31310.18%0.95%1.94%Q4 2014Q2 202231
Coastline Trust Co 31310.04%0.09%0.18%Q4 2014Q2 202231
PREMIER ASSET MANAGEMENT LLC 31310.05%1.65%3.93%Q4 2014Q2 202231
PARAMETRIC PORTFOLIO ASSOCIATES LLC 30300.06%0.17%0.36%Q4 2014Q1 202230
HUSSMAN STRATEGIC ADVISORS, INC. 2640.31%0.63%1.58%Q4 2014Q3 202330
LS Investment Advisors, LLC 2910.03%0.27%0.38%Q4 2014Q1 202330
LOS ANGELES CAPITAL MANAGEMENT LLC 2310.00%0.05%0.40%Q4 2014Q4 202230
People's United Financial, Inc. 30300.01%0.07%0.14%Q4 2014Q1 202230
Gemmer Asset Management LLC 30300.00%0.02%0.03%Q4 2014Q1 202230
Aristotle Capital Management, LLC 30300.00%1.95%3.30%Q4 2014Q1 202230
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 30300.02%0.37%0.82%Q4 2014Q1 202230
STEEL GROVE CAPITAL ADVISORS, LLC 17130.06%0.26%0.54%Q1 2015Q3 202330
Tredje AP-fonden 2460.02%0.21%0.46%Q2 2015Q4 202230
Vident Investment Advisory, LLC 2430.03%0.12%0.52%Q1 2015Q2 202330
IBM Retirement Fund 30300.07%0.23%0.38%Q4 2014Q1 202230
HERITAGE INVESTORS MANAGEMENT CORP 2640.02%0.19%0.49%Q1 2015Q3 202330
Eos Management, L.P. 30300.13%0.39%1.46%Q4 2014Q1 202230
BRIDGES INVESTMENT MANAGEMENT INC 2280.01%0.04%0.07%Q4 2014Q3 202330
GRIFFIN ASSET MANAGEMENT, INC. 2550.09%1.08%2.99%Q4 2014Q2 202330
American National Registered Investment Advisor, Inc. 30300.10%0.25%0.44%Q4 2014Q1 202230
WEBSTER BANK, N. A. 2820.00%0.01%0.04%Q4 2014Q3 202330
CAMBRIDGE TRUST CO 2280.00%0.03%0.05%Q4 2014Q3 202330
AMERICAN NATIONAL INSURANCE CO 30300.10%0.36%0.65%Q4 2014Q1 202230
HOWE & RUSLING INC 2280.00%0.01%0.02%Q4 2014Q2 202230
Annex Advisory Services, LLC 1810.01%0.09%0.24%Q4 2014Q3 202330
Tower Research Capital LLC (TRC) 1520.00%0.08%0.35%Q4 2014Q3 202330
GREATMARK INVESTMENT PARTNERS, INC. 30300.05%0.31%1.44%Q4 2014Q1 202230
Jacobi Capital Management LLC 30300.04%0.84%4.13%Q2 2016Q3 202330
Azimuth Capital Management LLC 30300.41%0.69%1.03%Q4 2014Q1 202230
CADENCE BANK NA 30300.15%0.65%1.44%Q1 2015Q2 202230
NATIXIS 910.00%0.13%1.21%Q4 2014Q3 202330
Point72 Hong Kong Ltd 910.00%0.07%0.23%Q1 2017Q3 202230
HARBOUR INVESTMENT MANAGEMENT LLC 30300.11%1.76%3.15%Q4 2014Q1 202230
LSV ASSET MANAGEMENT 2810.00%0.57%1.40%Q4 2014Q3 202330
GRANDFIELD & DODD, LLC 30300.02%0.05%0.11%Q4 2014Q1 202230
PITCAIRN CO 2910.02%0.04%0.12%Q1 2015Q3 202330
ING GROEP NV 1420.00%0.12%0.34%Q4 2014Q3 202330
WILKINS INVESTMENT COUNSEL INC 30300.05%0.97%1.85%Q4 2014Q1 202230
Haverford Trust Co 30300.00%0.01%0.02%Q1 2015Q2 202230
Focused Wealth Management, Inc 29290.00%0.02%0.04%Q4 2014Q4 202129
EVERMAY WEALTH MANAGEMENT LLC 1260.02%0.08%0.15%Q1 2015Q3 202329
Voya Financial Advisors, Inc. 2540.03%0.05%0.08%Q1 2015Q2 202229
Tarbox Family Office, Inc. 29290.00%0.02%0.06%Q1 2015Q1 202229
Verition Fund Management LLC 910.00%0.05%0.19%Q1 2015Q3 202329
BRIGHTON JONES LLC 1830.02%0.04%0.06%Q4 2014Q4 202229
Advisors Capital Management, LLC 1420.14%0.57%0.86%Q4 2014Q3 202329
1832 Asset Management L.P. 1610.00%0.08%0.50%Q1 2015Q3 202329
MONETA GROUP INVESTMENT ADVISORS LLC 2810.01%0.05%0.11%Q3 2015Q3 202329
WINTRUST INVESTMENTS LLC 2180.05%0.33%0.84%Q2 2016Q3 202329
FULTON BANK, N.A. 29290.02%0.10%0.22%Q4 2016Q4 202329
Glenview Trust Co 2810.02%0.31%1.22%Q4 2015Q3 202329
HighPoint Advisor Group LLC 2810.07%1.54%3.40%Q4 2014Q2 202229
FIRST QUADRANT LLC/CA 29290.00%0.08%0.29%Q4 2014Q4 202129
GREAT LAKES ADVISORS, LLC 2360.00%0.03%0.08%Q4 2014Q2 202229
WASHINGTON TRUST Co 15140.00%0.14%0.46%Q1 2015Q3 202329
CARRET ASSET MANAGEMENT, LLC 2450.03%0.28%0.50%Q4 2014Q1 202229
EagleClaw Capital Managment, LLC 29290.09%0.59%1.17%Q4 2014Q4 202129
Carroll Financial Associates, Inc. 29290.00%0.01%0.02%Q4 2014Q4 202129
INTRUST BANK NA 2360.03%0.19%0.46%Q4 2014Q2 202329
TDAM USA INC. 29290.01%0.22%0.51%Q4 2014Q4 202129
FOSTER & MOTLEY INC 2630.04%0.11%0.20%Q4 2014Q3 202329
Colonial Trust Advisors 1910.01%0.31%0.73%Q4 2014Q3 202329
CHATHAM CAPITAL GROUP, INC. 2360.05%0.10%0.17%Q4 2014Q1 202229
CAAS CAPITAL MANAGEMENT LP 14140.00%0.05%0.18%Q2 2020Q3 202328
Clearstead Advisors, LLC 28280.01%0.08%0.18%Q4 2016Q3 202328
TOKIO MARINE ASSET MANAGEMENT CO LTD 14140.02%0.12%0.27%Q4 2014Q3 202328
Gilman Hill Asset Management, LLC 28280.07%0.15%0.28%Q2 2015Q1 202228
CRAWFORD INVESTMENT COUNSEL INC 2170.01%0.01%0.04%Q4 2014Q4 202128
ALTA CAPITAL MANAGEMENT LLC/ 2710.01%0.81%1.79%Q4 2014Q4 202128
Sargent Bickham Lagudis LLC 28280.00%0.06%0.24%Q1 2016Q4 202228
Parallel Advisors, LLC 28280.00%0.02%0.07%Q4 2016Q3 202328
MARKSTON INTERNATIONAL LLC 28280.38%1.12%1.54%Q1 2015Q4 202128
Russell Investments Group, Ltd. 28280.02%0.06%0.13%Q4 2016Q3 202328
Baystate Wealth Management LLC 28280.00%0.01%0.05%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.00%0.03%0.11%Q4 2016Q3 202328
First Bank & Trust 28280.06%0.21%0.50%Q4 2016Q3 202328
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.00%0.02%0.12%Q4 2016Q3 202328
COLONY GROUP LLC 1650.00%0.04%0.16%Q4 2014Q3 202328
MEEDER ASSET MANAGEMENT INC 1730.01%0.16%0.70%Q4 2014Q3 202228
Hendershot Investments Inc. 28280.76%1.74%2.74%Q4 2014Q3 202128
VAUGHAN DAVID INVESTMENTS LLC/IL 2710.01%0.03%0.05%Q4 2014Q4 202128
IHT Wealth Management, LLC 28280.03%0.13%0.37%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.05%0.25%0.77%Q4 2016Q3 202328
Mercer Capital Advisers, Inc. 28280.12%0.24%0.39%Q4 2014Q3 202128
PATHSTONE FAMILY OFFICE, LLC 1620.00%0.03%0.37%Q4 2014Q3 202328
DILLON & ASSOCIATES INC 28280.05%0.25%0.42%Q4 2014Q3 202128
Moloney Securities Asset Management, LLC 28280.07%0.38%0.79%Q4 2016Q3 202328
IFM Investors Pty Ltd 28280.04%0.18%0.46%Q4 2016Q3 202328
CWM, LLC 2080.00%0.01%0.02%Q3 2016Q3 202328
Hills Bank & Trust Co 1810.02%0.07%0.14%Q4 2014Q2 202228
WEST PACES ADVISORS INC. 28280.00%0.01%0.03%Q4 2016Q3 202328
Renaissance Technologies 1420.00%0.07%0.25%Q4 2014Q2 202328
EADS & HEALD WEALTH MANAGEMENT 2710.09%0.83%1.32%Q4 2014Q4 202128
GROUP ONE TRADING, L.P. 1010.00%0.01%0.02%Q2 2015Q3 202328
Lombard Odier Asset Management (Switzerland) SA 1010.02%0.32%3.46%Q4 2014Q1 202328
ENTERPRISE FINANCIAL SERVICES CORP 28280.02%0.09%0.16%Q4 2014Q3 202128
World Asset Management Inc 28280.17%0.24%0.34%Q4 2014Q3 202128
Tortoise Investment Management, LLC 1320.00%0.03%0.11%Q4 2014Q3 202328
Sompo Asset Management Co., Ltd. 28280.63%1.52%2.42%Q4 2016Q3 202328
Pflug Koory, LLC 28280.09%0.26%0.50%Q4 2016Q3 202328
BRADLEY FOSTER & SARGENT INC/CT 2210.01%0.38%1.08%Q4 2014Q1 202328
REILLY FINANCIAL ADVISORS, LLC 28280.01%0.19%1.28%Q1 2015Q4 202128
Barrett Asset Management, LLC 28280.00%0.05%0.10%Q4 2014Q3 202128
NEXT Financial Group, Inc 2260.02%0.22%0.60%Q4 2014Q4 202128
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.20%0.88%2.09%Q4 2016Q3 202328
Cerity Partners LLC 28280.01%0.13%0.52%Q4 2016Q3 202328
FIRST MIDWEST BANK TRUST DIVISION 28280.29%0.60%1.15%Q1 2015Q4 202128
Zurich Insurance Group Ltd/FI 2120.01%0.20%0.59%Q3 2015Q2 202328
INVESTMENT HOUSE LLC 28280.02%0.45%0.80%Q4 2014Q3 202128
Simmons Bank 18100.02%0.05%0.08%Q1 2016Q1 202328
VESTOR CAPITAL, LLC 1310.01%0.09%0.81%Q4 2014Q3 202328
QS Investors, LLC 27270.04%0.12%0.28%Q4 2014Q2 202127
Connor, Clark & Lunn Investment Management Ltd. 2010.01%0.04%0.13%Q3 2015Q3 202327
State of Alaska, Department of Revenue 27270.02%0.11%0.20%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.01%0.13%0.41%Q4 2016Q3 202327
NewEdge Advisors, LLC 2610.01%0.04%0.27%Q3 2016Q3 202327
LEVEL FOUR ADVISORY SERVICES, LLC 27270.02%0.11%0.32%Q4 2016Q2 202327
First Command Bank 27270.00%0.03%0.07%Q4 2016Q2 202327
Kingsview Wealth Management, LLC 1250.00%0.20%1.38%Q1 2017Q3 202327
First Command Financial Services, Inc. 27270.00%0.02%0.07%Q4 2016Q2 202327
WASHINGTON TRUST BANK 2010.02%0.09%0.18%Q1 2015Q4 202227
SMITH CHAS P & ASSOCIATES PA CPAS 27270.04%0.24%0.43%Q4 2014Q2 202127
USS Investment Management Ltd 1890.07%0.65%2.23%Q1 2016Q3 202327
Steward Partners Investment Advisory, LLC 27270.01%0.04%0.08%Q1 2017Q3 202327
Krilogy Financial LLC 1890.02%0.07%0.16%Q3 2015Q1 202327
PICTET ASSET MANAGEMENT LTD 27270.02%0.12%0.26%Q4 2014Q2 202127
Avantax Planning Partners, Inc. 15120.01%0.03%0.08%Q4 2016Q3 202327
TOCQUEVILLE ASSET MANAGEMENT L.P. 2430.00%0.03%0.11%Q4 2014Q2 202227
BARINGS LLC 2430.01%0.04%0.11%Q4 2014Q4 202127
Convergence Investment Partners, LLC 1720.03%0.32%0.93%Q1 2015Q2 202327
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 27270.01%0.02%0.05%Q4 2014Q2 202127
MML INVESTORS SERVICES, LLC 27270.01%0.03%0.06%Q1 2017Q3 202327
CONDOR CAPITAL MANAGEMENT 27270.43%1.19%1.99%Q1 2015Q3 202127
JACOBS & CO/CA 27270.04%0.99%2.05%Q4 2015Q2 202227
Trust Co 2430.01%0.07%1.37%Q1 2015Q3 202327
Dai-ichi Life Insurance Company, Ltd 27270.01%0.07%0.21%Q4 2016Q2 202327
Cornerstone Wealth Management, LLC 1330.03%0.07%0.23%Q3 2016Q3 202327
KCM INVESTMENT ADVISORS LLC 27270.01%0.52%0.90%Q4 2014Q2 202127
AE Wealth Management LLC 27270.02%0.05%0.21%Q1 2017Q3 202327
CIGNA INVESTMENTS INC /NEW 27270.05%0.12%0.28%Q4 2016Q2 202327
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 2340.02%1.22%4.02%Q4 2014Q4 202127
SECURITY NATIONAL TRUST CO 27270.14%0.36%0.58%Q1 2015Q3 202127
WEIK CAPITAL MANAGEMENT 2310.09%0.94%1.66%Q4 2014Q2 202227
Checchi Capital Advisers, LLC 2320.02%0.08%0.18%Q4 2014Q1 202327
First City Capital Management, Inc. 27270.11%0.35%0.79%Q4 2014Q2 202127
GLENVIEW STATE BANK TRUST DEPT. 27270.46%1.91%3.89%Q4 2014Q2 202127
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 27270.00%0.36%0.87%Q4 2014Q2 202127
Somerset Trust Co 27270.09%0.49%1.11%Q3 2016Q1 202327
NICHOLS & PRATT ADVISERS LLP /MA 27270.06%1.03%1.63%Q4 2014Q2 202127
AMP Capital Investors Ltd 27270.05%0.13%0.21%Q1 2015Q3 202127
ROPES WEALTH ADVISORS LLC 27270.10%0.31%0.72%Q1 2015Q3 202127
GAMBLE JONES INVESTMENT COUNSEL 2510.01%0.17%0.29%Q3 2014Q4 202127
Independent Advisor Alliance 2160.00%0.12%0.68%Q4 2016Q3 202327
BP PLC 27270.11%0.28%0.57%Q4 2014Q2 202127
Rehmann Capital Advisory Group 2010.02%0.09%0.26%Q4 2014Q4 202126
Capital Advisors, Ltd. LLC 26260.00%0.00%0.04%Q2 2017Q3 202326
LeJeune Puetz Investment Counsel LLC 26260.10%0.23%0.59%Q4 2016Q1 202326
Rock Point Advisors, LLC 2240.06%0.17%0.24%Q4 2014Q4 202126
AMUNDI ASSET MANAGEMENT US, INC. 26260.00%0.13%0.56%Q4 2014Q1 202126
NatWest Group plc 26260.01%0.16%0.34%Q4 2014Q1 202126
Spot Trading L.L.C 990.00%0.20%1.20%Q1 2015Q1 201726
Jackson Square Partners, LLC 26260.00%1.17%4.29%Q4 2014Q1 202126
Plancorp, LLC 1510.01%0.16%0.35%Q4 2014Q1 202326
SCHAFER CULLEN CAPITAL MANAGEMENT INC 26260.01%0.55%1.45%Q4 2014Q1 202126
Crossmark Global Holdings, Inc. 2510.02%0.16%0.40%Q3 2016Q3 202326
Bienville Capital Management, LLC 2210.02%0.09%0.25%Q4 2014Q4 202126
TWIN CAPITAL MANAGEMENT INC 2420.14%0.33%0.45%Q4 2014Q3 202326
Truepoint, Inc. 1880.02%0.05%0.10%Q3 2015Q3 202226
1ST SOURCE BANK 2310.01%0.04%0.08%Q4 2014Q4 202126
Hilltop Holdings Inc. 14120.04%0.09%0.28%Q1 2017Q3 202326
Simplicity Solutions, LLC 1610.01%0.06%0.17%Q4 2015Q3 202326
PATTON ALBERTSON MILLER GROUP, LLC 26260.11%0.73%1.68%Q1 2015Q2 202126
ARROWGRASS CAPITAL PARTNERS (US) LP 1020.00%0.07%0.20%Q4 2014Q4 201726
Bridgewater Associates 1310.01%0.12%0.44%Q4 2014Q1 202326
SRS Capital Advisors, Inc. 1070.00%0.07%0.21%Q4 2016Q3 202326
GW HENSSLER & ASSOCIATES LTD 16100.02%0.74%1.49%Q4 2014Q3 202326
Snowden Capital Advisors LLC 1010.01%0.11%0.34%Q1 2016Q2 202326
NORTHEAST INVESTMENT MANAGEMENT 2310.01%0.10%0.21%Q4 2014Q4 202126
Chicago Partners Investment Group LLC 1790.01%0.09%0.20%Q4 2014Q3 202326
EDMOND DE ROTHSCHILD HOLDING S.A. 26260.00%0.01%0.05%Q1 2016Q2 202226
KORNITZER CAPITAL MANAGEMENT INC /KS 26260.02%0.03%0.08%Q4 2014Q1 202126
FIRST FOUNDATION ADVISORS 2010.01%0.22%1.24%Q4 2014Q4 202226
Burgundy Asset Management Ltd. 26260.00%3.60%5.13%Q4 2014Q1 202126
WINTON GROUP Ltd 2020.01%0.18%0.60%Q4 2014Q3 202226
Essex Financial Services, Inc. 2150.02%0.16%0.30%Q4 2014Q1 202226
BOSTON FAMILY OFFICE LLC 2420.02%0.14%0.26%Q4 2014Q2 202126
Northstar Group, Inc. 2420.05%0.43%0.83%Q4 2014Q2 202126
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2420.00%0.52%2.19%Q4 2014Q3 202326
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
Corient Capital Partners, LLC 25250.03%0.11%0.25%Q3 2016Q3 202225
MASON STREET ADVISORS, LLC 25250.07%0.20%0.32%Q4 2014Q4 202025
AMERICAN NATIONAL BANK 1780.00%0.54%1.39%Q1 2015Q3 202325
STEPHENS INC /AR/ 25250.01%0.09%0.19%Q3 2017Q3 202325
KLCM Advisors, Inc. 25250.16%2.20%5.08%Q3 2017Q3 202325
INTEGRAL DERIVATIVES, LLC 14140.01%0.05%0.18%Q4 2014Q1 201825
PUTNAM INVESTMENTS LLC 2410.01%0.32%0.88%Q4 2014Q1 202325
DUPONT CAPITAL MANAGEMENT CORP 2410.00%0.06%0.22%Q2 2016Q4 202225
HIGHLAND CAPITAL MANAGEMENT, LLC 1450.01%0.15%0.34%Q1 2015Q1 202225
Sonora Investment Management, LLC 25250.01%0.03%0.06%Q3 2015Q3 202125
Westside Investment Management, Inc. 1510.00%0.07%0.44%Q4 2016Q3 202325
NN Investment Partners Holdings N.V. 25250.01%0.12%0.31%Q1 2016Q1 202225
PRELUDE CAPITAL MANAGEMENT, LLC 510.00%0.04%0.15%Q4 2014Q2 202225
BDO Wealth Advisors, LLC 25250.14%0.22%0.31%Q2 2017Q2 202325
Winslow, Evans & Crocker, Inc. 25250.01%0.04%0.21%Q4 2014Q4 202025
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1010.01%0.09%0.17%Q4 2014Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.00%0.06%0.22%Q3 2017Q3 202325
Burt Wealth Advisors 25250.01%0.02%0.07%Q4 2014Q4 202025
abrdn plc 25250.01%0.07%0.18%Q3 2017Q3 202325
DUNCKER STREETT & CO INC 2320.00%0.45%0.94%Q4 2014Q1 202125
CYPRESS ASSET MANAGEMENT INC/TX 2410.06%0.42%0.68%Q4 2014Q1 202125
Columbia Asset Management 1960.09%0.25%0.42%Q2 2017Q3 202325
CIM INVESTMENT MANAGEMENT INC 25250.12%0.27%0.64%Q4 2014Q4 202025
Aperio Group, LLC 25250.04%0.17%0.28%Q4 2014Q4 202025
Valeo Financial Advisors, LLC 2030.01%0.02%0.12%Q3 2017Q2 202325
SVA Wealth Management, LLC 25250.10%0.40%0.72%Q4 2014Q4 202025
TIAA, FSB 25250.00%0.01%0.02%Q2 2017Q2 202325
Harrington Investments, INC 25250.27%0.72%1.65%Q3 2017Q3 202325
Cito Capital Group, LLC 25250.18%0.56%1.00%Q3 2017Q3 202325
Claret Asset Management Corp 24240.03%0.26%0.41%Q4 2017Q3 202325
Frontier Wealth Management LLC 1220.00%0.09%0.16%Q4 2014Q2 202224
Palisade Asset Management, LLC 24240.10%1.06%2.37%Q4 2017Q3 202324
EDGAR LOMAX CO/VA 2310.05%3.81%5.40%Q4 2014Q3 202324
BALDWIN BROTHERS LLC/MA 24240.00%0.00%0.01%Q1 2018Q4 202324
FRONT BARNETT ASSOCIATES LLC 24240.06%2.14%3.65%Q4 2014Q3 202024
Trust Investment Advisors 2220.54%0.97%1.40%Q4 2014Q3 202324
Sowell Financial Services LLC 1730.03%0.14%0.80%Q4 2016Q3 202324
CAPITAL INTERNATIONAL LTD /CA/ 24240.05%0.36%0.99%Q4 2017Q3 202324
NORTHSTAR INVESTMENT ADVISORS LLC 2220.03%0.07%0.11%Q4 2014Q2 202124
Stearns Financial Services Group 24240.04%0.18%0.27%Q4 2014Q3 202024
CASTLEARK MANAGEMENT LLC 24240.00%0.00%0.00%Q4 2014Q3 202024
Redmond Asset Management, LLC 24240.22%0.87%1.20%Q4 2014Q3 202024
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.02%0.10%0.24%Q4 2017Q3 202324
CWA Asset Management Group, LLC 1510.02%0.12%0.69%Q4 2015Q3 202324
NORTH AMERICAN MANAGEMENT CORP 24240.04%0.18%0.45%Q4 2014Q3 202024
Bollard Group LLC 24240.00%0.26%0.47%Q4 2014Q3 202024
Copperwynd Financial, LLC 24240.13%0.21%0.27%Q4 2017Q3 202324
Centiva Capital, LP 620.00%0.05%0.19%Q3 2018Q1 202324
CENTRAL BANK & TRUST CO 1310.00%0.23%0.79%Q1 2015Q1 202324
Mutual Advisors, LLC 24240.02%0.05%0.13%Q4 2017Q3 202324
CREDIT AGRICOLE S A 1230.00%0.23%0.61%Q4 2014Q3 202324
Tandem Investment Advisors, Inc. 24240.54%3.35%5.04%Q4 2016Q3 202224
Northside Capital Management, LLC 24240.10%0.28%0.56%Q4 2014Q3 202024
Achmea Investment Management B.V. 1250.02%0.18%0.59%Q1 2017Q3 202324
Edgemoor Investment Advisors, Inc. 2220.02%0.05%0.08%Q1 2015Q2 202124
Caprock Group, LLC 14100.02%0.07%0.15%Q1 2016Q1 202324
Belpointe Asset Management LLC 2130.02%0.05%0.16%Q3 2017Q3 202324
Town & Country Bank & Trust CO dba First Bankers Trust CO 24240.16%1.15%1.79%Q4 2014Q3 202024
Cornerstone Advisors, Inc. 24240.00%0.01%0.03%Q4 2014Q3 202024
PineBridge Investments, L.P. 2220.00%0.30%1.55%Q4 2014Q1 202124
MetLife Investment Management, LLC 24240.03%0.11%0.22%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.04%0.09%0.28%Q4 2017Q3 202324
Kovack Advisors, Inc. 1210.00%0.07%0.33%Q4 2015Q3 202324
ALPHA WINDWARD LLC 24240.12%0.23%0.52%Q4 2014Q3 202024
COMMONWEALTH EQUITY SERVICES, LLC 24240.04%0.08%0.12%Q4 2017Q3 202324
Uncommon Cents Investing LLC 24240.62%1.12%1.56%Q4 2017Q3 202324
Buckley Wealth Management, LLC 24240.21%0.29%0.40%Q4 2017Q3 202324
DIVIDEND ASSETS CAPITAL, LLC 12120.00%0.01%0.02%Q1 2015Q3 202324
Independence Bank of Kentucky 24240.01%0.05%0.14%Q4 2017Q3 202324
First Allied Advisory Services, Inc. 24240.04%0.25%0.75%Q4 2014Q3 202024
Poehling Capital Management, INC. 24240.96%2.82%5.46%Q4 2017Q3 202324
Kendall Capital Management 24240.30%1.03%1.82%Q4 2017Q3 202324
CNB Bank 24240.00%0.00%0.01%Q4 2017Q3 202324
Wealth Alliance Advisory Group, LLC 24240.16%0.24%0.44%Q4 2017Q3 202324
Hexavest Inc. 24240.00%0.65%1.96%Q4 2014Q3 202024
TWO SIGMA ADVISERS, LP 710.01%0.14%0.52%Q4 2014Q4 202224
HARTLINE INVESTMENT CORP/ 24240.04%0.98%2.18%Q4 2014Q3 202024
Ashfield Capital Partners, LLC 24240.02%0.61%1.13%Q4 2014Q3 202024
Private Wealth Advisors, Inc. 24240.13%0.64%1.11%Q4 2014Q3 202024
AdvisorNet Financial, Inc 24240.00%0.06%0.25%Q4 2017Q3 202324
BBVA USA Bancshares, Inc. 2310.01%0.12%0.22%Q4 2014Q1 202124
RBF Capital, LLC 23230.05%0.27%0.64%Q4 2014Q2 202023
Violich Capital Management, Inc. 23230.07%0.17%0.26%Q4 2014Q2 202023
WADE G W & INC 1620.01%0.05%0.11%Q1 2015Q3 202323
Engineers Gate Manager LP 510.02%0.13%0.50%Q2 2015Q3 202323
Douglass Winthrop Advisors, LLC 2110.01%0.15%0.31%Q4 2014Q4 202123
Asset Dedication, LLC 1620.01%0.12%0.25%Q4 2015Q3 202323
ARROW FINANCIAL CORP 23230.00%0.00%0.01%Q4 2014Q2 202023
Sterling Investment Advisors, Ltd. 23230.00%0.00%0.01%Q4 2016Q2 202223
Legacy Capital Partners, Inc. 23230.09%0.38%0.62%Q4 2014Q2 202023
PGGM Investments 1810.03%0.30%0.67%Q4 2014Q3 202223
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1810.03%0.12%0.23%Q4 2014Q3 202323
Treasurer of the State of North Carolina 23230.04%0.13%0.26%Q1 2018Q3 202323
WHEATLAND ADVISORS INC 23231.03%1.67%2.39%Q4 2014Q2 202023
Highlander Capital Management, LLC 1420.03%0.17%0.33%Q4 2014Q1 202223
ClearBridge Investments 23230.00%0.00%0.00%Q4 2014Q2 202023
Capital International, Inc./CA/ 23230.02%0.10%0.27%Q1 2018Q3 202323
WOLVERINE ASSET MANAGEMENT LLC 510.00%0.01%0.06%Q4 2014Q4 202023
CONTINENTAL ADVISORS LLC 23230.12%0.21%0.45%Q4 2014Q2 202023
Migdal Insurance & Financial Holdings Ltd. 23230.00%0.01%0.02%Q4 2016Q2 202223
CITIZENS FINANCIAL GROUP INC/RI 1940.01%0.02%0.06%Q4 2015Q2 202223
Financial Architects, Inc 1830.00%0.03%0.05%Q4 2014Q2 202023
Perpetual Ltd 1210.00%0.07%0.11%Q4 2014Q3 202323
SHUFRO ROSE & CO LLC 23230.02%0.04%0.05%Q4 2014Q2 202023
Foyston, Gordon, & Payne Inc 23230.46%4.87%8.91%Q1 2015Q3 202023
Patriot Financial Group Insurance Agency, LLC 23230.00%0.05%0.14%Q4 2016Q2 202223
Elgethun Capital Management 23230.29%0.91%2.41%Q4 2016Q2 202223
Man Group plc 23230.02%0.17%0.90%Q1 2018Q3 202323
CHILTON CAPITAL MANAGEMENT LLC 23230.01%0.04%0.13%Q1 2018Q3 202323
ALPINE WOODS CAPITAL INVESTORS, LLC 23230.05%0.28%1.23%Q4 2014Q2 202023
MV CAPITAL MANAGEMENT, INC. 1150.00%0.00%0.00%Q4 2016Q3 202323
PARK NATIONAL CORP /OH/ 2110.01%0.28%0.81%Q1 2015Q4 202123
Barbara Oil Co. 23230.30%0.75%1.11%Q1 2015Q3 202023
NEW ENGLAND ASSET MANAGEMENT INC 23230.02%0.06%0.14%Q4 2014Q2 202023
Private Ocean, LLC 1310.00%0.02%0.05%Q1 2016Q1 202323
Silvant Capital Management LLC 23230.00%0.00%0.01%Q1 2018Q3 202323
Rockefeller Capital Management L.P. 23230.00%0.07%0.49%Q1 2018Q3 202323
HEADINVEST, LLC 2110.00%0.48%0.86%Q4 2014Q3 202323
Citizens Business Bank 2010.03%0.54%1.19%Q1 2015Q1 202223
Soroban Capital Partners LP 1410.48%2.10%4.18%Q4 2014Q3 201823
RMB Capital Management, LLC 1040.01%0.04%0.16%Q4 2014Q2 202323
GABLES CAPITAL MANAGEMENT INC. 23230.04%0.13%0.25%Q1 2018Q3 202323
BANQUE PICTET & CIE SA 1710.00%0.02%0.08%Q1 2015Q4 202223
Smead Capital Management, Inc. 2121.41%3.63%5.53%Q4 2014Q2 202123
Roundview Capital LLC 23230.16%0.85%1.54%Q4 2014Q2 202023
Olstein Capital Management, L.P. 23230.49%1.65%2.99%Q3 2017Q1 202323
WHITE PINE CAPITAL LLC 2210.00%0.16%0.24%Q4 2014Q1 202123
Sawyer & Company, Inc 23230.01%0.18%0.39%Q4 2017Q2 202323
Fisher Asset Management, LLC 1910.00%0.00%0.00%Q4 2014Q4 202123
HOME FEDERAL BANK OF TENNESSEE 22220.12%0.48%0.79%Q4 2015Q1 202122
Chicago Capital, LLC 22220.01%0.04%0.13%Q1 2018Q2 202322
CapWealth Advisors, LLC 960.02%0.03%0.06%Q1 2015Q2 202222
CenterStar Asset Management, LLC 420.00%0.14%0.90%Q1 2018Q2 202222
Bragg Financial Advisors, Inc 22220.04%0.14%0.27%Q4 2014Q1 202022
Barry Investment Advisors, LLC 22220.43%1.17%2.78%Q1 2018Q2 202322
Amica Retiree Medical Trust 22220.24%0.35%0.41%Q4 2014Q1 202022
Stockman Wealth Management, Inc. 22221.21%1.40%1.63%Q3 2017Q4 202222
SFE Investment Counsel 22220.20%1.96%3.47%Q4 2014Q1 202022
NEVILLE RODIE & SHAW INC 1810.01%0.09%0.15%Q4 2014Q1 202122
FIRST MERCHANTS CORP 22220.02%0.09%0.17%Q1 2015Q2 202022
Pinkerton Retirement Specialists, LLC 1510.00%0.34%0.81%Q2 2015Q3 202322
VIRGINIA RETIREMENT SYSTEMS ET AL 720.00%0.08%0.21%Q4 2014Q1 202322
NTV ASSET MANAGEMENT LLC 1910.06%0.11%0.17%Q4 2014Q2 202122
OPPENHEIMER ASSET MANAGEMENT INC. 22220.06%0.21%0.43%Q1 2017Q2 202222
Handelsbanken Fonder AB 1480.04%0.14%0.42%Q4 2015Q3 202322
Assenagon Asset Management S.A. 1010.00%0.12%0.72%Q3 2017Q3 202322
CI INVESTMENTS INC. 1480.00%0.08%0.55%Q4 2017Q3 202322
Brandywine Global Investment Management, LLC 1040.00%0.25%0.49%Q2 2017Q2 202322
GHP Investment Advisors, Inc. 22220.01%0.06%0.16%Q2 2018Q3 202322
Thomasville National Bank 710.02%0.04%0.10%Q1 2015Q2 202222
AMICA MUTUAL INSURANCE CO 22220.23%0.35%0.46%Q4 2014Q1 202022
Telos Capital Management, Inc. 22220.07%0.18%0.30%Q4 2014Q1 202022
DODGE & COX 22220.00%0.00%0.00%Q4 2014Q1 202022
BRIDGEWAY CAPITAL MANAGEMENT, LLC 1570.07%0.39%0.86%Q4 2014Q4 202122
Markel Corporation 22221.53%3.38%4.92%Q4 2014Q1 202022
First PREMIER Bank 22220.01%0.02%0.04%Q3 2017Q4 202222
Private Harbour Investment Management & Counsel, LLC 22220.59%1.17%1.60%Q4 2014Q1 202022
CENTAURUS FINANCIAL, INC. 1660.01%0.03%0.05%Q1 2018Q3 202322
Pinnacle Holdings, LLC 22220.12%0.33%0.54%Q2 2018Q3 202322
BOYS ARNOLD & CO INC 22220.08%0.25%0.41%Q4 2014Q1 202022
VAN STRUM & TOWNE INC. 22221.49%2.50%3.58%Q4 2014Q1 202022
COMPTON CAPITAL MANAGEMENT INC /RI 2110.08%0.14%0.17%Q4 2014Q1 202122
Municipal Employees' Retirement System of Michigan 1570.02%0.15%0.25%Q4 2014Q2 202022
Capital International Sarl 1390.03%0.25%0.66%Q1 2018Q3 202322
First Personal Financial Services 1110.00%0.02%0.10%Q4 2014Q3 202322
QCI ASSET MANAGEMENT INC/NY 22220.01%0.02%0.03%Q4 2014Q1 202022
Lesa Sroufe & Co 1750.24%0.50%0.63%Q1 2018Q3 202322
MGO ONE SEVEN LLC 2020.01%0.19%0.61%Q4 2017Q2 202322
Bank OZK 21210.12%0.24%0.34%Q1 2015Q1 202021
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1470.00%0.52%1.18%Q4 2014Q3 202321
PLIMOTH TRUST CO LLC 1920.07%0.15%0.24%Q4 2017Q1 202321
LADENBURG THALMANN FINANCIAL SERVICES INC. 21210.04%0.09%0.14%Q4 2014Q4 201921
CANANDAIGUA NATIONAL BANK & TRUST CO 21210.10%0.21%0.30%Q1 2015Q1 202021
DAVIS R M INC 1610.01%0.02%0.05%Q3 2015Q4 202121
EASTERN BANK 2010.01%0.41%1.22%Q1 2015Q1 202121
COMMERZBANK AKTIENGESELLSCHAFT /FI 21210.01%0.12%0.39%Q1 2015Q1 202021
HENNESSY ADVISORS INC 1740.06%0.32%0.67%Q1 2018Q3 202321
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 820.00%0.17%1.03%Q1 2017Q3 202321
MARSHALL & SULLIVAN INC /WA/ 1920.00%3.04%4.60%Q4 2014Q4 202021
CLEARARC CAPITAL INC 21210.18%0.27%0.38%Q4 2014Q4 201921
CHEMUNG CANAL TRUST CO 21210.06%0.23%0.76%Q1 2015Q1 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.03%0.09%Q3 2018Q3 202321
HUDSON EDGE INVESTMENT PARTNERS INC. 21210.03%0.10%0.25%Q4 2014Q4 201921
CS MCKEE LP 21210.92%1.38%1.86%Q4 2014Q4 201921
LORD, ABBETT & CO. LLC 21210.14%0.30%0.47%Q4 2014Q4 201921
Skylands Capital, LLC 1920.05%0.42%1.31%Q2 2018Q3 202321
Kidder Stephen W 21210.08%0.27%0.49%Q4 2014Q4 201921
COZAD ASSET MANAGEMENT INC 21210.04%0.21%1.03%Q2 2018Q2 202321
Covington Capital Management 21210.00%0.00%0.01%Q3 2017Q3 202221
Cypress Capital Group 21210.05%0.10%0.18%Q2 2015Q2 202021
LOOMIS SAYLES & CO L P 1130.00%0.00%0.01%Q4 2017Q3 202321
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 21210.15%0.30%0.42%Q4 2014Q4 201921
Penobscot Investment Management Company, Inc. 21210.06%0.24%0.40%Q4 2014Q4 201921
South Street Advisors LLC 1710.03%0.09%0.14%Q4 2015Q2 202321
Capital Advisory Group Advisory Services, LLC 1470.00%0.09%0.21%Q1 2018Q3 202321
Capital Investment Counsel, Inc 1810.09%0.39%0.72%Q1 2015Q3 202321
Birch Hill Investment Advisors LLC 21210.02%0.10%0.18%Q4 2014Q4 201921
First Heartland Consultants, Inc. 1380.01%0.15%0.28%Q4 2014Q2 202321
Truvestments Capital LLC 1920.15%0.68%1.14%Q2 2018Q3 202321
Impax Asset Management Group plc 21210.01%0.01%0.05%Q3 2018Q3 202321
McKinley Carter Wealth Services, Inc. 1290.09%0.55%1.34%Q4 2014Q1 202021
Centerpoint Advisors, LLC 1470.00%0.15%0.64%Q4 2017Q3 202321
Transamerica Financial Advisors, Inc. 710.00%0.10%1.00%Q4 2014Q3 202321
Steigerwald, Gordon & Koch Inc. 1650.04%0.77%2.46%Q2 2016Q1 202221
G&S Capital LLC 11100.01%0.21%0.46%Q4 2017Q3 202321
OSTERWEIS CAPITAL MANAGEMENT INC 21210.01%0.03%0.07%Q3 2018Q3 202321
Sound Income Strategies, LLC 1830.00%0.37%1.15%Q4 2017Q3 202321
Front Row Advisors LLC 1830.01%0.02%0.05%Q2 2018Q3 202321
Pinnacle Bancorp, Inc. 2010.02%0.07%0.18%Q1 2017Q3 202321
Whitnell & Co. 21210.73%1.51%2.09%Q4 2014Q4 201921
Advocacy Wealth Management Services, LLC 1510.00%0.00%0.02%Q4 2015Q3 202221
Osborn Williams & Donohoe LLC 21210.23%0.45%0.63%Q1 2015Q1 202021
Roble, Belko & Company, Inc 1290.00%0.00%0.01%Q4 2015Q4 202221
RFG Advisory, LLC 1710.02%0.11%0.55%Q1 2016Q3 202321
Sunbelt Securities, Inc. 1210.05%0.18%0.54%Q4 2014Q3 202321
Diversified Trust Co 1210.01%0.05%0.23%Q1 2015Q3 202120
SIMPLEX TRADING, LLC 710.00%0.05%0.54%Q1 2015Q3 202320
Cardinal Capital Management, Inc. 1910.00%0.89%1.80%Q2 2017Q2 202220
LaSalle Street Capital Management, LLC 20200.94%2.15%3.15%Q4 2014Q3 201920
BOSTON ADVISORS LLC 20200.14%0.36%0.77%Q4 2014Q3 201920
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
PIEDMONT INVESTMENT ADVISORS INC 20200.02%0.31%0.57%Q2 2015Q1 202020
TRUSTCORE FINANCIAL SERVICES, LLC 1640.00%0.02%0.06%Q4 2017Q4 202220
Virtu Financial LLC 610.02%0.13%0.31%Q1 2016Q2 202320
American Portfolios Advisors 20200.00%0.08%0.34%Q4 2017Q3 202220
RATIONAL ADVISORS LLC 1110.00%0.18%1.01%Q4 2014Q3 202320
Riverview Trust Co 20200.04%0.06%0.08%Q4 2018Q3 202320
Prospera Financial Services Inc 1010.01%0.03%0.07%Q4 2014Q2 202320
Inlet Private Wealth, LLC 20200.32%0.58%1.02%Q4 2018Q3 202320
GUARDIAN LIFE INSURANCE CO OF AMERICA 20200.02%0.03%0.04%Q1 2015Q4 201920
Unison Advisors LLC 20200.10%0.49%1.00%Q4 2018Q3 202320
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 20201.55%3.40%4.49%Q4 2018Q3 202320
ALLSTATE CORP 510.01%0.16%0.77%Q4 2014Q4 202220
FinTrust Capital Advisors, LLC 20200.00%0.01%0.05%Q4 2018Q3 202320
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 20200.28%0.78%1.69%Q4 2018Q3 202320
CIBC BANK USA 20200.03%0.17%0.64%Q1 2015Q4 201920
WBH ADVISORY INC 20200.05%0.17%0.28%Q1 2015Q4 201920
Sullivan, Bruyette, Speros & Blaney, LLC 20200.01%0.02%0.04%Q2 2016Q1 202120
BREWIN DOLPHIN LTD 20200.03%0.10%0.22%Q3 2017Q2 202220
USCA RIA LLC 20200.06%0.26%0.46%Q4 2015Q3 202020
Wealthspire Advisors, L.P. 20200.01%0.12%0.29%Q4 2015Q3 202020
Acropolis Investment Management, LLC 1810.01%0.06%0.16%Q4 2014Q1 202120
ALPS ADVISORS INC 1310.00%0.13%0.28%Q3 2015Q3 202320
ETRADE Capital Management LLC 1910.01%0.10%0.19%Q4 2014Q2 202020
RIVERHEAD CAPITAL MANAGEMENT LLC 20200.00%0.35%0.94%Q4 2014Q3 201920
Wealthfront Advisers LLC 20200.00%0.01%0.02%Q4 2018Q3 202320
ROYAL LONDON ASSET MANAGEMENT LTD 20200.02%0.10%0.26%Q4 2018Q3 202320
Mitsubishi UFJ Securities Holdings Co., Ltd. 20200.03%0.25%0.92%Q1 2015Q4 201920
Sterling Capital Management LLC 20200.04%0.17%0.57%Q4 2014Q3 201920
GAM Holding AG 20200.02%0.21%0.62%Q4 2014Q3 201920
FIL Ltd 1640.00%0.08%0.49%Q1 2016Q2 202120
Financial Gravity Asset Management, Inc. 1230.00%0.04%0.12%Q1 2018Q3 202320
SUNTRUST BANKS INC 20200.02%0.04%0.06%Q4 2014Q3 201920
MEANS INVESTMENT CO., INC. 20200.17%0.68%1.98%Q4 2018Q3 202320
PIN OAK INVESTMENT ADVISORS INC 20200.01%0.02%0.03%Q4 2018Q3 202320
WEALTHSOURCE PARTNERS, LLC 1370.02%0.06%0.13%Q3 2016Q4 202120
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.04%0.12%Q4 2014Q3 201920
ROMAN BUTLER FULLERTON & CO 20200.11%0.44%1.06%Q4 2018Q3 202320
Lee Financial Co 1620.00%0.00%0.01%Q4 2016Q3 202320
Trexquant Investment LP 1110.02%0.34%0.58%Q2 2015Q2 202220
Capital Investment Advisory Services, LLC 20200.04%0.10%0.17%Q4 2018Q3 202320
BerganKDV Wealth Management, LLC 20200.00%0.00%0.01%Q2 2018Q1 202320
BB&T SECURITIES, LLC 20200.03%0.08%0.13%Q4 2014Q3 201920
Lindbrook Capital, LLC 20200.00%0.01%0.03%Q4 2018Q3 202320
CADENCE CAPITAL MANAGEMENT LLC 19190.05%0.17%0.44%Q1 2016Q3 202019
CAMG Solamere Management, LLC 19190.80%1.42%2.25%Q1 2017Q3 202119
Investors Research Corp 19190.02%0.06%0.19%Q1 2019Q3 202319
Realta Investment Advisors 19190.06%0.10%0.17%Q1 2019Q3 202319
SEVEN EIGHT CAPITAL, LP 410.00%0.30%0.90%Q4 2014Q3 202319
BERKSHIRE ASSET MANAGEMENT LLC/PA 1360.02%0.04%0.06%Q4 2017Q3 202219
Capital Investment Services of America, Inc. 19190.04%0.16%0.34%Q4 2014Q2 201919
Lombard Odier Asset Management (Europe) Ltd 1630.01%0.07%0.34%Q2 2016Q1 202119
GOULD ASSET MANAGEMENT LLC /CA/ 1410.06%0.12%0.18%Q4 2014Q4 202019
M Holdings Securities, Inc. 610.06%0.13%0.28%Q3 2016Q1 202319
Lenox Wealth Advisors, LLC 1510.00%0.01%0.08%Q3 2016Q1 202219
WealthTrust-Arizona, LLC 17170.00%0.21%0.33%Q4 2014Q4 201819
GSA CAPITAL PARTNERS LLP 510.01%0.11%0.33%Q4 2014Q3 202319
WESTWOOD HOLDINGS GROUP INC 1310.00%0.00%0.01%Q1 2017Q4 202219
Redpoint Investment Management Pty Ltd 1270.07%0.18%0.34%Q4 2017Q3 202219
GREENWOOD CAPITAL ASSOCIATES LLC 1090.05%1.01%2.06%Q4 2014Q1 202319
Hemenway Trust Co LLC 19190.04%0.21%0.32%Q4 2014Q2 201919
JGP Wealth Management, LLC 19190.08%0.21%0.41%Q2 2018Q4 202219
Princeton Portfolio Strategies Group LLC 19190.06%1.76%2.81%Q4 2014Q2 201919
Unigestion Holding SA 1360.04%0.51%2.34%Q2 2018Q1 202319
Private Capital Group, LLC 19190.00%0.02%0.05%Q4 2017Q2 202219
Zions Bancorporation, N.A. 19190.00%0.10%0.33%Q1 2019Q3 202319
Beacon Pointe Advisors, LLC 1630.02%0.06%0.17%Q4 2018Q3 202319
Van Hulzen Asset Management, LLC 610.02%0.74%2.37%Q4 2014Q2 202219
SANDERS MORRIS HARRIS LLC 1320.22%0.46%1.21%Q1 2018Q3 202319
Dynamic Technology Lab Private Ltd 510.02%0.17%0.50%Q1 2015Q3 202319
KINGS POINT CAPITAL MANAGEMENT 1810.01%0.02%0.03%Q4 2014Q2 202119
Mn Services Vermogensbeheer B.V. 1420.09%0.25%0.40%Q1 2016Q3 202119
Lantz Financial LLC 19190.17%0.66%1.30%Q1 2019Q3 202319
Boston Partners 19190.00%0.08%0.39%Q4 2014Q2 201919
First National Bank of South Miami 19190.13%0.31%0.71%Q4 2018Q2 202319
Morris Capital Advisors, LLC 19190.96%2.18%3.46%Q4 2015Q2 202019
Shamrock Asset Management LLC 19190.01%0.06%0.34%Q1 2015Q3 201919
QUANTUM CAPITAL MANAGEMENT 1160.01%0.39%0.88%Q2 2016Q3 202019
COMMONWEALTH BANK OF AUSTRALIA 19190.00%0.08%0.15%Q4 2014Q2 201919
Aull & Monroe Investment Management Corp 19190.12%0.17%0.21%Q4 2014Q2 201919
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.06%0.38%Q1 2019Q3 202319
Fiduciary Trust Co International of Pennsylvania 19190.01%0.07%0.62%Q4 2014Q2 201919
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 810.01%0.28%1.04%Q3 2015Q3 202219
Fieldpoint Private Securities, LLC 1270.01%0.02%0.07%Q1 2017Q2 202219
Ballentine Partners, LLC 1420.01%0.04%0.07%Q4 2014Q2 202219
Penserra Capital Management LLC 1230.00%0.02%0.09%Q4 2015Q3 202319
TSFG, LLC 19190.07%0.27%0.61%Q1 2019Q3 202319
COURIER CAPITAL LLC 19190.03%0.07%0.10%Q4 2014Q2 201919
Calamos Wealth Management LLC 19190.04%0.62%1.43%Q4 2014Q2 201919
CHEMICAL BANK 19190.06%0.17%0.27%Q4 2014Q2 201919
LODESTAR INVESTMENT COUNSEL LLC/IL 19190.07%0.14%0.20%Q4 2014Q2 201919
MBM Wealth Consultants, LLC 19190.00%0.20%0.80%Q4 2018Q2 202319
SMITH SHELLNUT WILSON LLC /ADV 760.13%0.25%0.42%Q4 2016Q1 202219
Reynders McVeigh Capital Management, LLC 1810.03%0.12%0.22%Q4 2014Q3 201919
Private Vista, LLC 19190.13%0.24%0.45%Q4 2015Q2 202019
Jump Trading, LLC 310.01%0.08%0.37%Q4 2014Q1 201919
Quantitative Investment Management, LLC 710.03%0.36%0.88%Q1 2015Q3 202319
BEESE FULMER INVESTMENT MANAGEMENT, INC. 1610.02%0.07%0.11%Q4 2014Q2 202019
Prime Capital Investment Advisors, LLC 1810.00%0.12%0.42%Q4 2017Q3 202319
Cresset Asset Management, LLC 1720.00%0.02%0.04%Q4 2018Q3 202319
Quantbot Technologies LP 610.06%0.32%0.94%Q4 2014Q3 202319
Employees Retirement System of Texas 19190.03%0.10%0.26%Q4 2014Q2 201919
FIRST MERCANTILE TRUST CO 1020.01%0.21%0.48%Q4 2014Q3 202119
Lenox Wealth Management, Inc. 19190.00%0.01%0.03%Q4 2015Q2 202019
Successful Portfolios LLC 1020.13%0.27%0.43%Q4 2017Q1 202318
PARSONS CAPITAL MANAGEMENT INC/RI 18180.03%0.08%0.12%Q4 2014Q1 201918
Cranbrook Wealth Management, LLC 18180.01%0.01%0.02%Q4 2014Q1 201918
MARSHALL WACE, LLP 510.00%0.08%0.24%Q2 2015Q3 202318
Sabal Trust CO 1440.02%0.16%2.26%Q4 2014Q2 201918
Grassi Investment Management 18180.14%0.38%0.62%Q4 2014Q1 201918
FIRST NATIONAL BANK OF OMAHA 1710.01%0.05%0.14%Q4 2014Q4 202118
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 910.00%1.00%2.98%Q1 2017Q3 202318
Capital Research Global Investors 1170.02%0.11%0.23%Q4 2014Q2 202018
MIDDLETON & CO INC/MA 18180.06%1.16%2.10%Q4 2014Q1 201918
Field & Main Bank 820.01%0.38%1.19%Q1 2015Q1 202318
WealthTrust Fairport, LLC 18180.07%0.13%0.19%Q4 2014Q1 201918
Sound View Wealth Advisors Group, LLC 18180.03%0.11%0.19%Q2 2019Q3 202318
HL FINANCIAL SERVICES LLC 18180.24%0.50%0.72%Q4 2014Q1 201918
ICON ADVISERS INC/CO 1510.02%0.33%0.86%Q4 2014Q2 202118
Heritage Wealth Advisors 18180.00%0.01%0.03%Q3 2018Q4 202218
PALLADIUM PARTNERS LLC 1710.03%0.04%0.06%Q4 2014Q3 201918
MidWestOne Financial Group, Inc. 18180.08%0.18%0.32%Q2 2019Q3 202318
FINANCIAL CONSULATE, INC 18180.09%0.22%0.31%Q4 2014Q1 201918
Sharkey, Howes & Javer 18180.04%0.09%0.15%Q1 2015Q2 201918
Point72 Asset Management, L.P. 610.00%0.05%0.35%Q1 2017Q3 202318
KEMPNER CAPITAL MANAGEMENT INC. 18180.88%2.07%3.10%Q2 2018Q3 202218
BRAVE ASSET MANAGEMENT INC 18180.09%0.12%0.20%Q2 2019Q3 202318
Wesleyan Assurance Society 18180.43%1.05%1.76%Q2 2019Q3 202318
Rikoon Group, LLC 18181.00%2.28%3.62%Q4 2016Q1 202118
Blue Fin Capital, Inc. 18180.10%0.39%0.56%Q1 2015Q2 201918
TIAA CREF INVESTMENT MANAGEMENT LLC 18180.07%0.20%0.32%Q4 2014Q1 201918
Alexandria Capital, LLC 12120.00%0.03%0.09%Q4 2014Q3 201718
PT ASSET MANAGEMENT, LLC 990.01%0.45%1.34%Q4 2014Q4 201618
FIRST CITIZENS BANK & TRUST CO 1260.02%0.26%0.58%Q1 2015Q4 201918
CONNORS INVESTOR SERVICES INC 18180.09%0.80%1.36%Q4 2014Q1 201918
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.04%0.06%0.09%Q4 2015Q1 202018
Capital Advantage, Inc. 1310.06%0.10%0.17%Q4 2013Q1 202118
Mechanics Bank Trust Department 18180.05%0.37%0.60%Q4 2014Q1 201918
SUN LIFE FINANCIAL INC 18180.00%0.02%0.07%Q4 2016Q1 202118
RIVERBRIDGE PARTNERS LLC 18180.05%0.47%0.90%Q4 2014Q1 201918
Quad-Cities Investment Group, LLC 1040.14%0.25%0.45%Q1 2018Q3 202318
GOODWIN DANIEL L 18180.05%0.10%0.13%Q4 2014Q1 201918
Newman Dignan & Sheerar, Inc. 18180.02%0.26%1.16%Q4 2014Q1 201918
FIRST INTERSTATE BANK 18180.00%0.03%0.09%Q3 2015Q4 201918
Cable Hill Partners, LLC 18180.01%0.03%0.05%Q4 2014Q1 201918
Vestmark Advisory Solutions, Inc. 18180.07%0.13%0.20%Q1 2019Q2 202318
Meiji Yasuda Life Insurance Co 18180.30%0.42%0.59%Q4 2014Q1 201918
Catalyst Capital Advisors LLC 1210.00%0.08%0.50%Q2 2015Q3 202318
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ 18183.15%4.61%6.13%Q4 2014Q1 201918
Natixis Investment Managers International 720.01%0.04%0.13%Q3 2015Q2 202318
AT Bancorp 18180.13%0.30%1.20%Q4 2014Q1 201918
Sicart Associates LLC 18181.11%3.44%6.52%Q2 2019Q3 202318
FIRST HAWAIIAN BANK 1620.01%0.06%0.14%Q3 2018Q2 202318
EP Wealth Advisors, LLC 1320.01%0.24%1.41%Q2 2016Q1 202318
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 1710.11%0.46%1.50%Q4 2014Q1 202018
Farmers & Merchants Trust Co of Chambersburg PA 1440.00%0.00%0.01%Q1 2019Q3 202318
BOENNING & SCATTERGOOD, INC. 18180.06%0.15%0.28%Q3 2018Q4 202218
OppenheimerFunds, Inc. 18180.01%0.08%0.17%Q4 2014Q1 201918
Bedel Financial Consulting, Inc. 18180.01%0.07%0.21%Q4 2017Q1 202218
AVANTAX ADVISORY SERVICES, INC. 18180.01%0.02%0.03%Q2 2019Q3 202318
ARGUS INVESTORS' COUNSEL, INC. 18181.59%1.92%2.48%Q4 2014Q1 201918
SpiderRock Advisors, LLC 830.00%0.09%0.28%Q1 2017Q3 202218
TEACHERS ADVISORS, LLC 18180.10%0.18%0.26%Q4 2014Q1 201918
Ridgewood Investments LLC 18180.39%0.70%0.92%Q2 2019Q3 202318
Cullen Capital Management, LLC 1710.04%1.29%2.09%Q4 2014Q2 202218
OSSIAM 910.00%0.12%0.59%Q4 2018Q3 202318
Morse Asset Management, Inc 1350.05%0.09%0.17%Q1 2017Q1 202218
CORNERSTONE ADVISORS INC 810.00%0.37%0.56%Q4 2014Q4 202117
ARTHUR M. COHEN & ASSOCIATES, LLC 1310.19%0.69%1.67%Q3 2014Q4 202017
Personal Capital Advisors Corp 730.00%0.01%0.02%Q2 2016Q4 202217
BREMER TRUST NATIONAL ASSOCIATION 17170.06%0.11%0.22%Q4 2014Q4 201817
Avalon Investment & Advisory 1160.01%0.35%0.85%Q4 2014Q1 202017
CONGRESS ASSET MANAGEMENT CO /MA 17170.00%0.01%0.01%Q4 2014Q4 201817
Capital Impact Advisors, LLC 1430.21%0.38%0.80%Q2 2016Q4 202217
Ledyard National Bank 17170.03%0.05%0.07%Q1 2015Q1 201917
TRUST DEPARTMENT MB FINANCIAL BANK N A 17170.10%0.15%0.20%Q1 2015Q1 201917
COLDSTREAM CAPITAL MANAGEMENT INC 1020.00%0.28%0.79%Q4 2014Q1 202317
BIRINYI ASSOCIATES INC 17170.10%0.37%0.75%Q4 2014Q4 201817
MACKAY SHIELDS LLC 17170.04%0.08%0.16%Q1 2018Q1 202217
COMERICA SECURITIES,INC. 1430.02%0.06%0.14%Q1 2019Q2 202317
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 17170.89%1.40%2.10%Q4 2014Q4 201817
Old North State Trust, LLC 1430.00%0.13%0.33%Q3 2018Q1 202317
FRED ALGER MANAGEMENT, LLC 17170.00%0.20%0.82%Q4 2014Q4 201817
NICHOLAS COMPANY, INC. 17171.05%2.47%3.88%Q4 2014Q4 201817
CORNERCAP INVESTMENT COUNSEL INC 810.16%0.44%0.76%Q2 2016Q3 202317
EQUITABLE TRUST CO 1160.02%0.07%0.21%Q2 2018Q2 202317
MCRAE CAPITAL MANAGEMENT INC 1430.09%0.31%2.48%Q4 2014Q1 201917
Grantham, Mayo, Van Otterloo & Co. LLC 1220.00%0.10%0.23%Q2 2015Q3 202317
SteelPeak Wealth, LLC 16160.00%0.50%0.80%Q4 2019Q3 202317
BKS ADVISORS, LLC 17170.07%0.13%0.19%Q1 2015Q1 201917
TimeScale Financial, Inc. 17170.00%0.01%0.02%Q2 2019Q2 202317
Cordasco Financial Network 17170.00%0.00%0.01%Q2 2018Q2 202217
IRON Financial LLC 1340.14%0.24%0.40%Q4 2014Q4 202217
Bruderman Asset Management, LLC 17170.03%0.09%0.14%Q1 2015Q1 201917
INGALLS & SNYDER LLC 17170.02%0.04%0.07%Q2 2016Q2 202017
PEDDOCK CAPITAL ADVISORS, LLC 1210.04%0.16%0.34%Q2 2015Q4 202017
Resource Management, LLC 17170.04%0.14%0.28%Q4 2017Q4 202117
Legg Mason Asset Management (Japan) Co., Ltd. 1410.25%0.76%1.37%Q2 2016Q4 202117
SEEYOND 17170.13%0.22%0.45%Q4 2018Q4 202217
Farmers National Bank 1520.76%1.49%2.02%Q4 2014Q2 201917
Redwood Investment Management, LLC 630.15%0.72%2.11%Q4 2017Q3 202317
CEDAR HILL ASSOCIATES, LLC 17170.76%1.84%2.65%Q4 2014Q4 201817
ROCKLAND TRUST CO 17170.03%0.04%0.06%Q3 2019Q3 202317
DUBUQUE BANK & TRUST CO 17170.02%0.28%1.05%Q1 2015Q1 201917
ZWJ INVESTMENT COUNSEL INC 17170.03%0.05%0.08%Q4 2014Q4 201817
Horizon Investments, LLC 1110.01%0.03%0.14%Q2 2017Q3 202317
Farmers & Merchants Trust Co of Long Beach 17170.06%0.13%0.23%Q4 2018Q4 202217
Mosaic Family Wealth, LLC 17170.13%0.23%0.39%Q4 2015Q4 201917
Kiwi Wealth Investments Limited Partnership 1310.05%0.51%2.01%Q4 2014Q1 202217
Transform Wealth, LLC 1340.10%0.41%1.17%Q2 2016Q3 202017
AMICA PENSION FUND BOARD OF TRUSTEES 17170.23%0.34%0.40%Q4 2014Q4 201817
Gifford Fong Associates 17170.17%0.53%1.01%Q3 2019Q3 202317
Allen Investment Management, LLC 17170.02%0.22%0.62%Q4 2014Q4 201817
River Road Asset Management, LLC 17170.09%0.58%1.22%Q2 2018Q2 202217
Neumann Capital Management, LLC 840.10%0.14%0.20%Q4 2017Q3 202317
Lourd Capital, LLC 17170.03%0.05%0.13%Q4 2014Q4 201817
AGF Investments LLC 1010.00%0.14%0.54%Q4 2016Q2 202217
COBIZ WEALTH, LLC 17170.05%0.12%0.16%Q4 2014Q4 201817
Venturi Wealth Management, LLC 830.00%0.39%0.99%Q4 2015Q3 202317
Schonfeld Strategic Advisors LLC 610.00%0.10%0.55%Q1 2016Q3 202317
GMT CAPITAL CORP 17170.34%0.64%0.96%Q4 2014Q4 201817
ATLAS CAPITAL ADVISORS LLC 1160.00%0.05%0.48%Q4 2018Q3 202317
BILL & MELINDA GATES FOUNDATION TRUST 17170.93%1.36%1.78%Q4 2014Q4 201817
Qube Research & Technologies Ltd 610.00%0.15%0.76%Q1 2018Q3 202317
Gratus Capital, LLC 16160.08%0.65%1.32%Q1 2015Q4 201816
Quilter Plc 16160.05%0.12%0.31%Q4 2019Q3 202316
Williams Jones Wealth Management, LLC. 16160.00%0.00%0.01%Q3 2019Q2 202316
Daiwa SB Investments Ltd. 16160.30%1.20%1.86%Q2 2015Q1 201916
Inscription Capital, LLC 820.02%0.13%0.27%Q4 2018Q2 202316
HOURGLASS CAPITAL, LLC 1210.05%0.20%0.40%Q4 2015Q3 202216
Banque Cantonale Vaudoise 16160.03%0.06%0.15%Q4 2019Q3 202316
Cairn Investment Group, Inc. 16160.26%0.81%1.29%Q4 2019Q3 202316
S.A. Mason LLC 16160.10%0.22%0.40%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.00%0.05%0.11%Q4 2019Q3 202316
Hummer Financial Advisory Services Inc 16160.25%0.56%1.00%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.11%0.39%0.54%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.00%0.05%0.12%Q4 2019Q3 202316
Vectors Research Management, LLC 16160.01%0.01%0.02%Q3 2018Q2 202216
IAG Wealth Partners, LLC 16160.00%0.02%0.07%Q4 2019Q3 202316
Smith, Salley & Associates 16160.05%0.31%0.61%Q1 2015Q4 201816
Cohen Capital Management, Inc. 16161.04%1.46%1.78%Q4 2014Q3 201816
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 16160.03%0.06%0.12%Q4 2019Q3 202316
Larson Financial Group LLC 1510.00%0.04%0.10%Q4 2018Q3 202316
Mork Capital Management, LLC 16160.39%0.75%1.06%Q4 2019Q3 202316
Eidelman Virant Capital 16160.03%0.40%1.07%Q4 2014Q3 201816
CIM, LLC 16161.43%3.09%4.36%Q2 2015Q1 201916
Carmichael Hill & Associates, Inc. 16160.00%0.03%0.09%Q4 2019Q3 202316
NORTHERN CAPITAL MANAGEMENT LLC 16160.19%0.29%0.45%Q1 2015Q4 201816
CAPITAL GUARDIAN TRUST CO 1060.01%0.03%0.12%Q4 2014Q2 201916
CI Global Investments Inc. 16162.89%8.30%12.57%Q4 2014Q3 201816
WEALTHFRONT Corp 16160.00%0.02%0.04%Q4 2014Q3 201816
TOBAM 830.01%0.09%0.32%Q1 2015Q3 202316
Cambria Investment Management, L.P. 1420.00%0.24%0.47%Q2 2015Q1 202216
Hugh Johnson Advisors LLC 16160.14%1.52%2.31%Q4 2014Q3 201816
Bowling Portfolio Management LLC 1510.13%0.36%0.67%Q3 2017Q1 202216
Close Asset Management Ltd 16160.00%0.01%0.02%Q4 2016Q3 202016
Artemis Investment Management LLP 1010.05%0.28%0.59%Q4 2014Q1 202216
FORSTA AP-FONDEN 1510.06%0.10%0.15%Q3 2017Q3 202316
Vestcor Inc 16160.01%0.02%0.04%Q4 2019Q3 202316
Steinberg Global Asset Management 1410.03%0.23%0.32%Q4 2014Q1 201916
MARSHWINDS ADVISORY CO 16160.13%0.19%0.24%Q1 2015Q4 201816
Symmetry Partners, LLC 1210.01%0.05%0.15%Q4 2018Q4 202316
HANCOCK WHITNEY CORP 650.01%0.10%0.54%Q1 2015Q4 201916
Illinois Municipal Retirement Fund 16160.02%0.27%0.66%Q4 2019Q3 202316
BECKER CAPITAL MANAGEMENT INC 1150.09%0.20%0.52%Q4 2014Q3 202216
Windsor Capital Management, LLC 1510.00%0.11%0.16%Q3 2015Q2 202216
EXCALIBUR MANAGEMENT CORP 16160.13%0.18%0.26%Q4 2019Q3 202316
NewSquare Capital LLC 970.00%0.11%0.49%Q2 2016Q3 202316
TOWERVIEW LLC 16160.44%0.81%1.35%Q4 2019Q3 202316
SHEETS SMITH WEALTH MANAGEMENT 1240.11%0.50%1.62%Q4 2014Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.02%0.10%0.19%Q4 2019Q3 202316
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.01%0.23%0.74%Q2 2016Q3 202316
Cribstone Capital Management, LLC 16160.01%0.06%0.09%Q2 2016Q1 202016
Freedom Investment Management, Inc. 1310.02%0.06%0.12%Q2 2017Q1 202316
KENSICO CAPITAL MANAGEMENT CORP 16162.72%4.81%6.11%Q4 2014Q3 201816
Laurel Wealth Advisors, Inc. 1330.04%0.08%0.22%Q2 2016Q4 202216
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1240.01%0.01%0.02%Q4 2014Q4 201816
BUSH ODONNELL INVESTMENT ADVISORS INC 16164.15%5.57%6.82%Q4 2014Q3 201816
Sugarloaf Wealth Management, LLC 16160.00%0.01%0.02%Q4 2019Q3 202316
Grove Bank & Trust 970.01%0.06%0.12%Q4 2015Q3 202316
Empirical Finance, LLC 1510.02%0.06%0.08%Q4 2016Q3 202316
Alpha Cubed Investments, LLC 1410.03%0.21%0.43%Q4 2014Q3 201916
RELIANCE TRUST CO OF DELAWARE 1330.03%0.08%0.18%Q4 2014Q1 201916
Balentine LLC 1010.00%0.02%0.06%Q2 2019Q3 202316
PARK AVENUE SECURITIES LLC 1420.01%0.01%0.01%Q3 2019Q3 202316
MISSION WEALTH MANAGEMENT, LP 1210.01%0.03%0.06%Q3 2018Q4 202216
CLEAR INVESTMENT RESEARCH, LLC 1010.00%0.04%0.07%Q1 2017Q3 202316
Palouse Capital Management, Inc. 1021.07%1.50%2.17%Q4 2014Q4 202116
New England Research & Management, Inc. 630.24%0.44%0.89%Q4 2014Q3 202216
Mirador Capital Partners LP 16160.47%0.74%1.33%Q1 2016Q4 201916
LVM CAPITAL MANAGEMENT LTD/MI 710.04%0.07%0.11%Q4 2014Q4 201916
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 1510.10%0.12%0.16%Q4 2014Q4 201816
Archford Capital Strategies, LLC 1060.00%0.04%0.06%Q4 2014Q2 201916
Wealthquest Corp 1150.06%0.21%0.59%Q4 2018Q4 202216
One Capital Management, LLC 16160.04%0.25%0.36%Q4 2014Q3 201816
Vantage Investment Advisors, LLC 16160.02%0.42%1.16%Q4 2014Q3 201816
CABOT WEALTH MANAGEMENT INC 1330.04%0.06%0.07%Q4 2014Q1 201916
Stonebridge Capital Advisors LLC 1150.00%0.00%0.00%Q2 2019Q3 202316
EXANE DERIVATIVES 1510.00%0.02%0.04%Q1 2015Q2 201916
tru Independence LLC 16160.01%1.03%1.84%Q4 2019Q3 202316
EXCHANGE TRADED CONCEPTS, LLC 1410.00%0.15%1.19%Q4 2019Q3 202315
WILLIAMS JONES & ASSOCIATES LLC 15150.01%0.04%0.09%Q4 2015Q2 201915
HIGHFIELDS CAPITAL MANAGEMENT LP 15150.08%1.53%3.68%Q4 2014Q2 201815
Fiera Capital Corp 1230.00%0.00%0.01%Q2 2016Q1 202015
Parkside Investments, LLC 1320.13%0.85%2.43%Q1 2017Q1 202315
Axel Capital Management, LLC 15150.92%1.59%2.68%Q4 2014Q2 201815
Providence Wealth Advisors, LLC 1050.14%0.47%0.94%Q1 2018Q1 202215
ANCHOR CAPITAL ADVISORS LLC 1320.01%0.01%0.01%Q4 2014Q4 201815
BONTEMPO OHLY CAPITAL MGMT LLC 15151.24%1.79%2.31%Q1 2020Q3 202315
Selway Asset Management 1410.00%0.56%1.10%Q2 2017Q3 202215
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 15150.10%0.17%0.27%Q4 2014Q2 201815
Eagle Ridge Investment Management 910.03%0.14%0.25%Q3 2015Q3 202315
BRINKER CAPITAL INC 1210.09%0.14%0.22%Q4 2014Q3 201915
Kiltearn Partners LLP 15152.31%3.29%3.88%Q1 2020Q3 202315
Radnor Capital Management, LLC 910.06%0.12%0.24%Q4 2016Q3 202315
Global Wealth Management Investment Advisory, Inc. 15150.00%0.00%0.05%Q4 2018Q2 202215
Blackhawk Capital Partners LLC. 810.74%1.21%1.91%Q1 2019Q2 202315
Endurant Capital Management LP 1230.12%1.85%4.00%Q4 2014Q3 201815
Nelson Capital Management, LLC 1110.00%0.07%0.11%Q4 2014Q3 201915
Affinity Capital Advisors, LLC 15150.06%0.14%0.30%Q4 2019Q2 202315
SCHARF INVESTMENTS, LLC 15150.01%2.74%4.80%Q3 2016Q1 202015
SRB CORP 1410.02%0.04%0.06%Q1 2016Q1 202015
HARDING LOEVNER LP 15150.00%0.63%0.96%Q4 2016Q2 202015
FLAGSHIP HARBOR ADVISORS, LLC 1020.01%0.04%0.10%Q4 2016Q2 202315
Alera Investment Advisors, LLC 710.05%0.17%0.88%Q4 2018Q4 202215
OLD REPUBLIC INTERNATIONAL CORP 1410.65%1.20%1.87%Q4 2014Q2 202215
Red Spruce Capital, LLC 15150.38%0.52%0.79%Q4 2019Q2 202315
Arkfeld Wealth Strategies, L.L.C. 15152.82%3.85%5.15%Q1 2020Q3 202315
Covenant Multifamily Offices, LLC 15150.25%0.64%1.77%Q1 2018Q3 202115
Xact Kapitalforvaltning AB 15150.17%0.28%0.42%Q3 2016Q1 202015
IFG Advisory, LLC 960.04%0.08%0.15%Q4 2017Q3 202315
Kavar Capital Partners, LLC 15150.01%1.05%1.79%Q4 2014Q2 201815
BLUEFIN CAPITAL MANAGEMENT, LLC 880.00%0.07%0.28%Q1 2021Q4 202215
BENJAMIN EDWARDS INC 960.00%0.11%0.41%Q1 2019Q1 202315
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 15150.03%0.06%0.08%Q3 2019Q1 202315
Wealthcare Advisory Partners LLC 1110.00%0.02%0.07%Q3 2017Q2 202215
Rampart Investment Management Company, LLC 15150.04%0.14%0.31%Q1 2017Q3 202015
PIERSHALE FINANCIAL GROUP, INC. 1230.01%0.14%0.36%Q4 2014Q2 202315
FORTEM FINANCIAL GROUP, LLC 15150.61%1.02%1.64%Q4 2018Q2 202215
Proficio Capital Partners LLC 15150.01%0.02%0.02%Q4 2015Q2 201915
QV Investors Inc. 15150.14%0.79%1.59%Q3 2018Q1 202215
Delphi Private Advisors LLC 15150.00%0.01%0.04%Q4 2015Q2 201915
INTACT INVESTMENT MANAGEMENT INC. 710.01%0.04%0.11%Q4 2015Q3 202315
BANK OF HAWAII 1410.02%0.05%0.07%Q3 2015Q1 202015
OSAIC HOLDINGS, INC. 15150.02%0.03%0.05%Q1 2020Q3 202315
Advisor Group, Inc. 15150.05%0.08%0.12%Q2 2016Q4 201915
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 15150.01%0.38%0.76%Q3 2017Q1 202115
Bogart Wealth, LLC 1410.00%0.00%0.01%Q2 2018Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.04%0.11%0.21%Q1 2020Q3 202315
Brown Advisory Securities, LLC 1410.04%0.08%0.31%Q1 2015Q4 201815
MPS Loria Financial Planners, LLC 870.06%0.17%0.33%Q2 2017Q1 202215
STEVENS CAPITAL MANAGEMENT LP 410.12%0.47%1.33%Q2 2015Q3 202315
CX Institutional 1410.00%0.19%0.48%Q2 2018Q2 202215
HIGHBRIDGE CAPITAL MANAGEMENT LLC 520.00%0.04%0.09%Q4 2014Q3 201715
MinichMacGregor Wealth Management, LLC 1310.01%0.14%1.54%Q4 2015Q4 202215
Ruggie Capital Group 1010.00%0.02%0.06%Q4 2014Q4 201815
Altium Wealth Management LLC 870.02%0.05%0.07%Q3 2018Q2 202215
Laffer Tengler Investments, Inc. 920.01%0.10%0.59%Q2 2016Q3 202315
AMG National Trust Bank 610.01%0.07%0.25%Q2 2018Q2 202315
CAPITAL ONE, NATIONAL ASSOCIATION 15150.02%0.03%0.05%Q4 2014Q2 201815
BEACON FINANCIAL GROUP 1410.05%0.08%0.10%Q3 2018Q3 202315
Liberty Mutual Group Asset Management Inc. 15150.05%0.13%0.19%Q1 2015Q3 201815
NorthRock Partners, LLC 15150.04%0.08%0.17%Q3 2019Q1 202315
Ziegler Capital Management, LLC 15150.04%0.10%0.15%Q1 2020Q3 202315
RAND WEALTH, LLC 15150.54%0.93%1.30%Q1 2015Q3 201815
VIKING GLOBAL INVESTORS LP 1220.24%3.19%7.86%Q4 2014Q2 202114
HARVEST CAPITAL MANAGEMENT INC 14140.06%0.11%0.15%Q1 2016Q2 201914
HHM Wealth Advisors, LLC 14140.00%0.00%0.01%Q1 2020Q2 202314
Banco de Sabadell, S.A 14140.01%0.10%0.19%Q4 2017Q1 202114
CHICAGO EQUITY PARTNERS LLC 1110.01%0.17%0.32%Q2 2015Q1 202014
Mariner Wealth Advisors-Cincinnati, LLC 1220.06%0.21%0.47%Q4 2014Q3 201814
BANK OF THE WEST 14140.03%0.22%0.50%Q2 2016Q3 201914
HERMES INVESTMENT MANAGEMENT LTD 14140.01%0.02%0.02%Q1 2015Q2 201814
Paragon Capital Management LLC 1310.03%3.02%4.23%Q2 2016Q1 202014
HALL CAPITAL MANAGEMENT CO INC 1040.29%0.77%1.58%Q4 2014Q1 201914
Holloway Wealth Management, LLC 1010.00%0.04%0.14%Q4 2016Q4 202114
Blueshift Asset Management, LLC 610.12%0.47%1.02%Q1 2019Q3 202314
Northeast Financial Consultants Inc 540.04%0.09%0.14%Q1 2015Q1 202014
HBK INVESTMENTS L P 210.00%0.03%0.17%Q4 2014Q2 202214
Prestige Wealth Management Group LLC 1210.00%0.01%0.04%Q4 2018Q3 202314
Carlton Hofferkamp & Jenks Wealth Management, LLC 1310.12%0.37%0.87%Q4 2014Q3 202314
Ariel Investments 14140.32%0.53%0.84%Q2 2020Q3 202314
Camarda Financial Advisors, LLC 810.01%0.77%3.42%Q4 2016Q3 202114
Fairhaven Wealth Management, LLC 860.10%0.21%0.46%Q4 2018Q4 202214
Pendal Group Ltd 1010.00%0.02%0.06%Q3 2017Q2 202214
Rhenman & Partners Asset Management AB 14140.40%1.04%2.03%Q4 2015Q1 201914
RB Capital Management, LLC 720.00%0.19%0.33%Q4 2016Q2 202314
Allred Capital Management, LLC 14140.12%0.21%0.36%Q4 2018Q1 202214
Ellis Investment Partners, LLC 14140.02%0.02%0.04%Q2 2019Q3 202214
BELLEVUE ASSET MANAGEMENT, LLC 14140.00%0.01%0.04%Q4 2019Q1 202314
XPONANCE, INC. 14140.03%0.05%0.10%Q2 2020Q3 202314
Donald L. Hagan, LLC 1040.21%0.54%1.54%Q4 2014Q2 202014
Chicago Wealth Management, Inc. 14140.23%0.39%0.61%Q4 2019Q1 202314
CVA Family Office, LLC 14140.01%0.02%0.06%Q1 2020Q2 202314
TOWNSQUARE CAPITAL LLC 630.01%0.05%0.19%Q4 2018Q3 202314
Robinson Value Management, Ltd. 1211.68%2.62%3.46%Q2 2019Q3 202314
BI Asset Management Fondsmaeglerselskab A/S 1020.01%0.05%0.12%Q4 2018Q3 202314
CAPITAL MANAGEMENT CORP /VA 14140.69%1.24%1.88%Q2 2020Q3 202314
Ethic Inc. 14140.04%0.10%0.20%Q2 2020Q3 202314
OAKBROOK INVESTMENTS LLC 710.01%0.27%0.55%Q4 2014Q3 201814
J.W. COLE ADVISORS, INC. 1210.02%0.05%0.19%Q4 2019Q3 202314
Jupiter Investment Management Ltd 1010.02%0.09%0.31%Q4 2014Q3 201914
Alaska Permanent Fund Corp 1220.01%0.04%0.06%Q1 2020Q3 202314
Wealthstreet Investment Advisors, LLC 14140.04%0.08%0.12%Q4 2017Q1 202114
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 14140.25%0.36%0.43%Q4 2014Q1 201814
SYSTEMATIC FINANCIAL MANAGEMENT LP 14140.06%0.11%0.22%Q3 2015Q4 201814
Granite Investment Advisors, LLC 14140.52%0.89%1.48%Q2 2018Q3 202114
ORRSTOWN FINANCIAL SERVICES INC 14140.05%0.12%0.19%Q2 2016Q3 201914
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 14140.49%0.97%1.66%Q1 2020Q2 202314
Royal Fund Management, LLC 14140.01%0.06%0.52%Q4 2016Q1 202014
Huntington Steele LLC 14140.52%1.72%2.79%Q4 2014Q1 201814
JCIC Asset Management Inc. 1210.00%2.34%3.43%Q4 2014Q4 201914
ZEKE CAPITAL ADVISORS, LLC 1310.02%0.14%0.23%Q4 2016Q4 202214
Teza Capital Management LLC 410.04%0.35%1.02%Q1 2017Q3 202314
Centric Wealth Management 14140.10%0.47%0.82%Q4 2018Q1 202214
Exeter Financial, LLC 14140.28%0.57%0.87%Q2 2020Q3 202314
MU Investments Co., Ltd. 14140.02%1.81%3.93%Q2 2016Q3 201914
Regal Investment Advisors LLC 410.02%0.05%0.11%Q4 2014Q2 202314
DENVER INVESTMENT ADVISORS LLC 14140.22%0.41%0.55%Q4 2014Q1 201814
Bayesian Capital Management, LP 310.18%0.84%3.80%Q1 2016Q1 202314
Nicholas Hoffman & Company, LLC. 770.03%0.11%0.21%Q3 2018Q1 202214
Camber Capital Management LP 12121.40%5.10%7.06%Q4 2020Q3 202313
NuWave Investment Management, LLC 910.00%0.28%0.98%Q4 2017Q3 202213
GUARDIAN CAPITAL ADVISORS LP 13130.03%0.08%0.13%Q4 2014Q4 201713
Truehand, Inc 13130.68%1.01%1.55%Q4 2018Q4 202113
American Investment Services, Inc. 13130.29%0.91%1.36%Q3 2020Q3 202313
ZEVENBERGEN CAPITAL INVESTMENTS LLC 13130.01%0.02%0.03%Q4 2014Q4 201713
BANCED CORP 13130.36%0.72%0.98%Q1 2015Q1 201813
IPG Investment Advisors LLC 810.78%1.85%2.89%Q3 2016Q3 202313
Verity & Verity, LLC 1010.03%0.36%2.06%Q4 2014Q4 201913
B. Riley Wealth Management, Inc. 420.00%0.09%0.28%Q1 2015Q2 202213
NumerixS Investment Technologies Inc 510.05%0.51%1.24%Q4 2014Q2 202013
Norway Savings Bank 1120.00%0.04%0.07%Q4 2016Q4 202013
Global X Management CO LLC 13130.00%0.01%0.02%Q2 2015Q2 201813
Guidant Wealth Advisors 13130.21%0.44%0.73%Q3 2016Q3 201913
HRS Investment Holdings, LLC 13130.76%1.52%2.04%Q4 2015Q4 201813
SEIZERT CAPITAL PARTNERS, LLC 1010.01%0.04%0.10%Q4 2018Q2 202313
Te Ahumairangi Investment Management Ltd 13130.17%0.63%1.00%Q3 2020Q3 202313
KLINGENSTEIN FIELDS & CO LP 13130.01%0.09%0.25%Q4 2014Q4 201713
Candlestick Capital Management LP 880.50%1.14%2.06%Q4 2021Q3 202313
NOVARE CAPITAL MANAGEMENT LLC 1120.03%0.65%0.90%Q1 2018Q2 202113
GAGNON SECURITIES LLC 13130.05%0.09%0.16%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.00%0.05%0.10%Q3 2020Q3 202313
HARVEY CAPITAL MANAGEMENT INC 1210.25%0.35%0.52%Q4 2014Q1 202013
Bell Bank 13130.12%0.18%0.34%Q1 2016Q1 201913
BLB&B Advisors, LLC 13130.06%0.13%0.20%Q4 2014Q4 201713
Nikko Asset Management Americas, Inc. 13130.00%0.03%0.07%Q4 2014Q4 201713
Kestra Advisory Services, LLC 13130.04%0.09%0.19%Q3 2020Q3 202313
Riggs Asset Managment Co. Inc. 1210.00%0.01%0.02%Q2 2015Q2 202213
HRT FINANCIAL LP 510.02%0.15%1.06%Q3 2016Q3 202213
NWAM LLC 620.02%0.06%0.10%Q4 2016Q2 202313
Banco Santander, S.A. 1210.01%0.04%0.08%Q1 2018Q2 202113
Hixon Zuercher, LLC 1120.13%0.19%0.37%Q4 2019Q1 202313
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 850.00%0.00%0.00%Q4 2018Q1 202213
BOWEN HANES & CO INC 1210.17%1.21%1.90%Q4 2014Q1 201813
IndexIQ Advisors LLC 13130.02%0.07%0.14%Q1 2019Q1 202213
Texan Capital Management 13131.89%2.29%2.84%Q4 2014Q4 201713
Key FInancial Inc 1210.02%0.06%0.13%Q1 2020Q3 202313
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 13130.09%0.15%0.18%Q4 2014Q4 201713
Coronation Fund Managers Ltd. 13130.19%1.25%2.12%Q2 2016Q2 201913
Leelyn Smith, LLC 13130.01%0.45%0.83%Q4 2019Q4 202213
CADINHA & CO LLC 850.04%0.56%2.03%Q4 2014Q4 201913
Verity Asset Management, Inc. 1210.18%0.36%0.73%Q1 2018Q1 202213
Enterprise Trust & Investment Co 13131.02%1.51%1.94%Q2 2019Q2 202213
BRIDGES INVESTMENT COUNSEL INC/ 13130.06%0.12%0.18%Q4 2014Q4 201713
CMT Capital Markets Trading GmbH 850.00%0.01%0.03%Q1 2020Q3 202313
EVOKE WEALTH, LLC 13130.00%0.05%0.38%Q3 2019Q3 202213
Harel Insurance Investments & Financial Services Ltd. 910.00%0.01%0.04%Q2 2016Q3 202113
MARTINGALE ASSET MANAGEMENT L P 610.00%0.05%0.18%Q1 2015Q4 201913
LEE DANNER & BASS INC 1210.02%0.04%0.06%Q2 2017Q2 202113
Private Wealth Partners, LLC 1210.25%0.94%1.87%Q4 2014Q1 201813
MATHER GROUP, LLC. 1210.00%0.22%0.35%Q1 2018Q2 202313
Manning & Napier Group, LLC 940.00%0.12%0.21%Q1 2018Q1 202313
Blue Edge Capital, LLC 13130.05%0.07%0.11%Q1 2020Q1 202313
Verdence Capital Advisors LLC 710.04%0.10%0.17%Q1 2019Q2 202313
Virtus Fund Advisers, LLC 13130.00%0.00%0.00%Q4 2014Q4 201713
ORLEANS CAPITAL MANAGEMENT CORP/LA 13130.21%1.04%1.41%Q1 2015Q1 201813
SII INVESTMENTS INC/WI 13130.17%0.44%0.63%Q4 2014Q4 201713
Capital Bank & Trust Co 1210.00%0.13%0.42%Q2 2017Q1 202113
TERRIL BROTHERS, INC. 13130.08%0.10%0.14%Q4 2016Q4 201913
Family Legacy, Inc. 13130.21%0.49%0.88%Q1 2017Q1 202013
Kemper Corp Master Retirement Trust 13131.09%1.31%1.52%Q4 2014Q4 201713
Vest Financial, LLC 12120.93%1.40%1.68%Q4 2020Q3 202312
MONTAG & CALDWELL, LLC 12122.15%3.35%4.34%Q4 2014Q3 201712
Financial Avengers, Inc. 12120.01%0.01%0.01%Q4 2020Q3 202312
Freestone Capital Holdings, LLC 710.00%0.15%0.70%Q3 2015Q4 202012
Cascade Investment Advisors, Inc. 12120.61%0.82%0.97%Q3 2019Q2 202212
Tidal Investments LLC 12120.02%0.06%0.11%Q4 2020Q3 202312
Marathon Trading Investment Management LLC 510.00%0.08%0.24%Q4 2014Q3 202312
COWA, LLC 12120.15%0.21%0.30%Q4 2020Q3 202312
Richard P Slaughter Associates Inc 12120.38%0.42%0.49%Q2 2020Q1 202312
NATIONAL PLANNING CORP 12120.12%0.14%0.18%Q4 2014Q3 201712
RAY GERALD L & ASSOCIATES LTD 12120.13%0.15%0.18%Q4 2014Q3 201712
Greylin Investment Management, Inc 12120.27%1.07%2.30%Q4 2020Q3 202312
Sciencast Management LP 410.15%0.42%0.72%Q1 2016Q2 202212
LVW Advisors, LLC 750.36%0.52%0.64%Q1 2019Q2 202312
OneDigital Investment Advisors LLC 910.01%0.05%0.11%Q2 2017Q2 202112
IFC Holdings Incorporated/FL 12120.03%0.05%0.08%Q1 2015Q4 201712
Pegasus Partners Ltd. 710.04%0.07%0.12%Q3 2016Q4 202112
Eagle Capital Management, LLC 12121.29%2.53%4.11%Q4 2014Q3 201712
CoreFirst Bank & Trust 12120.04%0.12%0.16%Q4 2020Q3 202312
GREENWOOD GEARHART INC 12121.22%1.89%2.97%Q3 2016Q2 201912
Johnson Midwest Financial, LLC 12120.02%0.07%0.18%Q4 2020Q3 202312
Advisor OS, LLC 660.03%0.08%0.11%Q3 2020Q3 202312
Ascent Wealth Partners, LLC 12120.72%1.34%2.11%Q4 2014Q3 201712
I.G. INVESTMENT MANAGEMENT, LTD. 12120.05%0.19%0.49%Q4 2014Q3 201712
First Trust Direct Indexing L.P. 12120.04%0.09%0.15%Q4 2020Q3 202312
Eudaimonia Partners, LLC 820.03%0.07%0.14%Q4 2019Q2 202312
IEQ CAPITAL, LLC 910.01%0.02%0.06%Q4 2019Q3 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 12120.02%0.07%0.13%Q4 2020Q3 202312
Stone Ridge Asset Management LLC 1110.26%0.69%3.02%Q4 2015Q2 202012
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12120.06%0.08%0.17%Q4 2020Q3 202312
Lebenthal Global Advisors, LLC 12120.16%0.28%0.46%Q4 2020Q3 202312
Neuburgh Advisers LLC 12120.04%0.32%0.74%Q4 2016Q3 201912
Magnetar Financial LLC 410.01%0.02%0.07%Q1 2017Q2 202112
Archer Investment Corp 12120.12%0.24%0.41%Q4 2020Q3 202312
SHAPIRO CAPITAL MANAGEMENT LLC 1110.01%2.21%3.28%Q2 2018Q3 202312
NIPPON LIFE INSURANCE CO 12120.04%0.08%0.13%Q4 2014Q3 201712
Vontobel Holding Ltd. 12120.00%0.01%0.02%Q4 2020Q3 202312
Cardinal Capital Management 12120.08%0.70%1.17%Q2 2020Q1 202312
CITIZENS & NORTHERN CORP 12120.22%0.42%0.65%Q1 2015Q4 201712
Ellevest, Inc. 1110.00%0.00%0.02%Q4 2019Q1 202312
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 610.00%0.05%0.11%Q2 2015Q1 202112
FORBES J M & CO LLP 12120.06%0.06%0.07%Q4 2014Q3 201712
Zions Bancorporation 1110.00%0.01%0.02%Q1 2015Q1 201812
SHIKIAR ASSET MANAGEMENT INC 12120.19%1.98%3.32%Q4 2014Q3 201712
Assured Investment Management LLC 710.00%0.03%0.12%Q1 2015Q1 201912
INVESTMENT CENTERS OF AMERICA INC 12120.04%0.11%0.16%Q4 2014Q3 201712
Tyers Asset Management LLC 12120.04%0.42%0.97%Q4 2016Q3 201912
GeoWealth Management, LLC 930.01%0.05%0.11%Q2 2020Q3 202312
Hedeker Wealth, LLC 840.12%1.02%1.95%Q4 2014Q2 202312
SOA Wealth Advisors, LLC. 12120.00%0.00%0.01%Q4 2020Q3 202312
MURPHY CAPITAL MANAGEMENT INC 12120.15%0.23%0.28%Q4 2014Q3 201712
Eagle Bay Advisors LLC 10100.00%0.01%0.03%Q2 2021Q3 202312
Meadow Creek Investment Management LLC 12120.02%0.14%0.33%Q4 2016Q3 201912
12th Street Asset Management Company, LLC 12123.16%8.39%11.05%Q4 2014Q3 201712
IMC-Chicago, LLC 420.00%0.00%0.01%Q4 2019Q2 202312
M.D. Sass, Inc. 12120.14%0.21%0.27%Q4 2014Q3 201712
Certified Advisory Corp 1110.03%0.09%0.18%Q4 2017Q1 202112
Sculptor Capital LP 880.06%1.28%2.86%Q4 2014Q3 201612
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 840.03%0.12%0.72%Q3 2020Q3 202312
CrestPoint Capital Management, LLC 12120.14%0.71%1.67%Q1 2015Q4 201712
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.07%0.15%Q4 2018Q3 202112
VALLEY WEALTH MANAGERS, INC. 1020.00%0.20%0.29%Q1 2018Q3 202212
ARGENT TRUST Co 12120.22%0.68%0.95%Q2 2015Q1 201812
COMMUNITY TRUST & INVESTMENT CO 12120.17%0.22%0.26%Q4 2014Q3 201712
New Potomac Partners, LLC 12120.01%1.06%1.93%Q4 2017Q3 202012
SPIRIT OF AMERICA MANAGEMENT CORP/NY 12120.02%0.08%0.14%Q4 2014Q3 201712
Waldron Private Wealth LLC 710.03%0.08%0.11%Q4 2014Q4 201812
ABNER HERRMAN & BROCK LLC 12121.71%2.06%2.40%Q4 2014Q3 201712
Flinton Capital Management LLC 12120.05%0.48%1.10%Q4 2016Q3 201912
FARR MILLER & WASHINGTON LLC/DC 12120.03%0.05%0.09%Q4 2014Q3 201712
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 12120.00%0.02%0.08%Q4 2020Q3 202312
Aravt Global 11112.27%6.41%10.46%Q4 2014Q2 201712
Newbridge Financial Services Group, Inc. 1020.00%0.07%0.18%Q3 2020Q3 202312
Independence Trust CO 12122.68%4.70%6.18%Q1 2015Q4 201712
FORTE CAPITAL LLC /ADV 12120.08%0.19%0.30%Q4 2014Q3 201712
Guardian Wealth Advisors, LLC 12120.04%0.32%0.53%Q4 2020Q3 202312
Commonwealth Equity Services, Inc 12120.10%0.13%0.15%Q4 2014Q3 201712
CHILTON INVESTMENT CO INC. 12120.03%0.09%0.42%Q4 2014Q3 201712
Equitable Holdings, Inc. 530.00%0.01%0.01%Q4 2019Q3 202312
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) 930.41%1.33%2.00%Q1 2015Q2 201812
Whitegate Investment Counselors, Inc. 1110.04%0.06%0.08%Q3 2016Q4 201912
WOLFF WIESE MAGANA LLC 12120.00%0.05%0.12%Q4 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.04%0.07%0.10%Q4 2020Q3 202312
CSat Investment Advisory, L.P. 12120.01%0.05%0.11%Q2 2018Q1 202112
IMS Capital Management 1010.13%0.27%0.52%Q2 2015Q1 202012
Boltwood Capital Management 12120.06%0.16%0.24%Q4 2014Q3 201712
CPWM, LLC 840.03%0.07%0.09%Q2 2015Q3 202212
Berman Capital Advisors, LLC 12120.03%0.06%0.14%Q4 2018Q3 202112
SIGNET FINANCIAL MANAGEMENT, LLC 610.05%0.25%0.38%Q4 2015Q4 202212
LIBERTY WEALTH MANAGEMENT LLC 12120.02%0.05%0.06%Q4 2018Q3 202112
TFC Financial Management, Inc. 930.00%0.01%0.01%Q3 2020Q3 202312
STONERIDGE INVESTMENT PARTNERS LLC 510.30%1.24%2.86%Q4 2014Q3 202312
ASSET MANAGEMENT CORP /IL/ /ADV 12120.15%0.28%0.53%Q4 2019Q3 202212
Tradition Wealth Management, LLC 12120.00%0.01%0.01%Q4 2020Q3 202312
Arvest Bank Trust Division 12120.01%0.45%0.68%Q1 2015Q4 201712
Capital International Investors 1110.00%0.22%0.63%Q3 2015Q3 202012
CSS LLC/IL 710.01%0.03%0.12%Q4 2014Q3 202312
Integrated Wealth Concepts LLC 1110.01%0.03%0.08%Q3 2018Q3 202312
Vantage Consulting Group Inc 12120.02%0.26%0.44%Q4 2020Q3 202312
Measured Wealth Private Client Group, LLC 840.14%0.30%0.72%Q2 2018Q2 202212
Kinloch Capital, LLC 12121.33%1.60%1.92%Q4 2020Q3 202312
Nationwide Fund Advisors 12120.08%0.10%0.13%Q4 2014Q3 201712
DONALDSON CAPITAL MANAGEMENT, LLC 840.02%0.67%2.04%Q4 2015Q2 202012
Winfield Associates, Inc. 12120.01%0.12%0.27%Q1 2015Q4 201712
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 12120.02%2.55%3.59%Q4 2019Q3 202212
Coco Enterprises, LLC 12120.61%0.78%0.94%Q4 2020Q3 202312
Virtu KCG Holdings LLC 11110.01%0.07%0.16%Q4 2014Q2 201711
OPSEU Pension Plan Trust Fund 11110.14%0.55%0.92%Q1 2020Q3 202211
Maryland State Retirement & Pension System 740.03%0.07%0.11%Q4 2020Q3 202311
Petrus Trust Company, LTA 830.03%0.06%0.13%Q4 2017Q3 202311
TRANSCEND CAPITAL ADVISORS, LLC 11110.04%0.04%0.07%Q3 2020Q1 202311
Concord Wealth Partners 740.00%0.03%0.07%Q4 2020Q3 202311
Hudson Portfolio Management LLC 11110.32%0.54%0.72%Q1 2021Q3 202311
Adams Asset Advisors, LLC 11110.05%0.57%1.03%Q1 2021Q3 202311
Joel Isaacson & Co., LLC 920.03%0.06%0.12%Q4 2014Q1 201911
RNC CAPITAL MANAGEMENT LLC 11110.27%0.87%2.20%Q3 2016Q1 201911
1st Global Advisors, Inc. 11110.09%0.13%0.21%Q4 2014Q2 201711
Horizon Investment Services, LLC 920.14%0.44%2.65%Q4 2018Q3 202211
HALBERT HARGROVE GLOBAL ADVISORS, LLC 11110.04%0.07%0.10%Q1 2021Q3 202311
AMI ASSET MANAGEMENT CORP 11111.52%1.89%2.54%Q3 2016Q1 201911
BEACON INVESTMENT ADVISORY SERVICES, INC. 1010.01%0.03%0.04%Q2 2018Q1 202111
CAMPBELL NEWMAN ASSET MANAGEMENT INC 11110.11%2.72%3.47%Q4 2014Q2 201711
Spire Wealth Management 11110.00%0.01%0.02%Q1 2021Q3 202311
Weaver C. Barksdale & Associates, Inc. 740.01%0.55%1.77%Q4 2014Q3 202211
Osher Van de Voorde Investment Management 11113.22%3.91%4.56%Q3 2020Q1 202311
Venture Visionary Partners LLC 11110.02%0.05%0.09%Q1 2021Q3 202311
C M BIDWELL & ASSOCIATES LTD 510.01%0.18%0.95%Q3 2015Q3 202311
Corsair Capital Management 11110.26%0.81%1.12%Q4 2014Q2 201711
Lowe Wealth Advisors, LLC 1010.00%0.00%0.01%Q3 2017Q2 202311
Kistler-Tiffany Companies, LLC 1010.00%0.01%0.02%Q4 2015Q3 201811
Walleye Capital LLC 310.00%0.03%0.10%Q3 2019Q3 202311
Mascoma Wealth Management LLC 11110.00%0.02%0.08%Q4 2016Q2 201911
WFG Advisors, LP 11110.01%0.30%0.62%Q4 2014Q2 201711
Addison Advisors LLC 1010.00%0.01%0.05%Q4 2020Q3 202311
ZEVIN ASSET MANAGEMENT LLC 650.05%0.07%0.09%Q1 2015Q4 202111
Brinker Capital Investments, LLC 1010.00%0.01%0.01%Q4 2015Q4 201911
Marquette Asset Management, LLC 1010.00%0.01%0.08%Q4 2014Q2 202311
ANTIPODES PARTNERS Ltd 11110.37%3.29%4.91%Q3 2020Q1 202311
WBI INVESTMENTS, LLC 710.04%0.54%1.37%Q4 2014Q4 202211
Willingdon Wealth Management 11110.00%0.00%0.01%Q3 2017Q1 202011
Quadrature Capital Ltd 310.02%0.30%0.82%Q3 2015Q4 202211
Edgestream Partners, L.P. 410.04%0.26%0.73%Q3 2018Q2 202311
Cumberland Partners Ltd 11112.60%4.23%5.07%Q4 2014Q2 201711
BANK OF NOVA SCOTIA TRUST CO 1010.01%0.16%0.30%Q3 2015Q3 201811
Numeric Investors LLC 740.00%0.36%1.59%Q4 2014Q4 201711
Strategic Global Advisors, LLC 11110.10%0.59%1.52%Q4 2017Q2 202011
Cypress Wealth Services, LLC 11110.34%0.67%1.00%Q4 2017Q2 202011
CAPSTONE ASSET MANAGEMENT CO 11110.19%0.26%0.39%Q4 2014Q2 201711
Supplemental Annuity Collective Trust of NJ 1010.26%0.62%0.72%Q4 2014Q2 201811
SIMON QUICK ADVISORS, LLC 740.00%0.02%0.08%Q2 2017Q2 202011
NICOLET ADVISORY SERVICES, LLC 610.02%0.03%0.04%Q3 2019Q1 202311
Piscataqua Savings Bank 11110.01%0.01%0.02%Q1 2021Q3 202311
Humankind Investments LLC 11110.09%0.23%0.39%Q1 2021Q3 202311
CSM Advisors, LLC 11110.23%0.47%1.13%Q1 2021Q3 202311
SignalPoint Asset Management, LLC 920.08%0.18%0.22%Q4 2014Q1 201811
Zuckerman Investment Group, LLC 11111.73%3.04%4.63%Q2 2019Q4 202111
Siemens Fonds Invest GmbH 11110.05%0.10%0.24%Q4 2020Q2 202311
COMERICA SECURITIES INC 11110.03%0.08%0.15%Q2 2016Q4 201811
LifePlan Financial Group, Inc 11110.01%0.01%0.02%Q1 2018Q3 202011
Capital Analysts, LLC 11110.00%0.00%0.01%Q1 2021Q3 202311
ProVise Management Group, LLC 11110.08%0.12%0.14%Q4 2014Q2 201711
InterOcean Capital Group, LLC 740.01%0.02%0.03%Q4 2020Q3 202311
Systematic Alpha Investments, LLC 11110.04%0.07%0.13%Q1 2021Q3 202311
ICW Investment Advisors LLC 11110.19%0.46%0.84%Q4 2019Q2 202211
Quinn Opportunity Partners LLC 510.04%0.42%1.26%Q2 2018Q3 202311
ABERDEEN ASSET MANAGEMENT PLC/UK 11110.05%0.09%0.12%Q4 2014Q2 201711
ALBERT D MASON INC 740.20%0.26%0.34%Q2 2019Q3 202211
TRUEWEALTH LLC 11110.01%0.01%0.02%Q4 2017Q2 202011
Sequoia Financial Advisors, LLC 420.01%0.04%0.13%Q2 2016Q3 202311
NICOLET BANKSHARES INC 11110.09%0.20%0.32%Q4 2015Q2 201811
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.03%0.14%0.35%Q1 2015Q3 201911
Nippon Life Global Investors Americas, Inc. 830.16%0.71%1.41%Q2 2016Q2 202111
ACG Wealth 1010.02%0.07%0.08%Q4 2014Q2 202211
Huber Financial Advisors, LLC 10100.02%0.54%1.08%Q4 2017Q1 202011
Capital Planning Advisors, LLC 11110.17%0.49%0.65%Q1 2015Q3 201711
Alpha Omega Wealth Management LLC 11110.02%0.03%0.05%Q4 2016Q2 201911
WRAPMANAGER INC 740.09%0.14%0.18%Q3 2019Q2 202311
WS MANAGEMENT LLLP 11110.36%0.92%1.57%Q4 2014Q2 201711
Avenir Corp 11110.86%1.35%1.61%Q1 2021Q3 202311
TODD ASSET MANAGEMENT LLC 610.01%0.19%0.51%Q4 2017Q3 202311
Itau Unibanco Holding S.A. 710.00%0.01%0.06%Q1 2017Q1 202311
HOWARD HUGHES MEDICAL INSTITUTE 11110.48%0.74%0.94%Q4 2014Q2 201711
Sage Capital Advisors,llc 11111.08%1.71%2.14%Q4 2020Q2 202311
Vanguard Personalized Indexing Management, LLC 11110.03%0.07%0.13%Q1 2021Q3 202311
LOEB PARTNERS CORP 11110.09%0.11%0.13%Q4 2014Q2 201711
WNY Asset Management, LLC 11110.15%0.37%0.65%Q1 2021Q3 202311
Geneva Advisors, LLC 11111.12%1.46%1.68%Q4 2014Q2 201711
Paulson Wealth Management Inc. 520.08%0.27%0.54%Q4 2017Q2 202311
CAPITAL COUNSEL LLC/NY 650.02%0.04%0.05%Q4 2014Q4 201711
NorthCoast Asset Management LLC 11110.03%0.07%0.11%Q1 2019Q3 202111
Hennion & Walsh Asset Management, Inc. 11110.06%0.08%0.12%Q1 2021Q3 202311
LANDAAS & CO /WI /ADV 11110.18%0.24%0.34%Q3 2017Q1 202011
Asset Planning Services, Ltd. 11110.01%0.01%0.02%Q1 2017Q3 201911
COLUMBUS CIRCLE INVESTORS 10100.03%0.06%0.10%Q2 2015Q3 201711
WealthPLAN Partners, LLC 410.02%0.06%0.11%Q1 2015Q4 201811
BADGLEY PHELPS & BELL INC 11110.56%0.78%0.90%Q1 2015Q3 201711
Hirtle Callaghan & Co LLC 710.00%0.05%0.24%Q4 2014Q1 201911
RICE HALL JAMES & ASSOCIATES, LLC 11110.02%0.03%0.06%Q4 2014Q2 201711
Cipher Capital LP 210.02%0.40%0.88%Q4 2014Q1 202311
HARVEST VOLATILITY MANAGEMENT LLC 11110.00%0.18%0.32%Q4 2020Q2 202311
Landsberg, Bennett, & Dubbaneh LLC 740.03%0.10%0.48%Q4 2018Q3 202111
Aviance Capital Partners, LLC 1010.08%0.22%0.41%Q3 2019Q4 202211
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 11110.17%0.23%0.29%Q4 2020Q2 202311
FORTALEZA ASSET MANAGEMENT INC/ 11110.62%1.23%1.88%Q4 2014Q2 201711
Coyle Financial Counsel LLC 11111.54%3.04%5.69%Q4 2014Q2 201711
BlueCrest Capital Management Ltd 310.01%0.10%0.51%Q4 2014Q3 201911
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 820.03%0.05%0.08%Q4 2015Q2 201810
CLARK FINANCIAL SERVICES GROUP INC /BD 510.28%0.36%0.51%Q2 2020Q2 202310
MASTRAPASQUA ASSET MANAGEMENT INC 610.03%0.07%0.10%Q4 2014Q4 202210
THOMPSON DAVIS & CO., INC. 820.01%0.18%0.68%Q4 2014Q3 201710
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 10100.45%1.04%1.32%Q4 2014Q1 201710
Soros Fund Management 820.04%0.20%0.60%Q4 2014Q4 201710
TIAA CREF TRUST CO FSB/MO 10100.02%0.03%0.03%Q4 2014Q1 201710
PHILADELPHIA TRUST CO 730.02%0.08%0.12%Q4 2016Q3 202310
WEDGEWOOD INVESTORS INC /PA/ 10100.18%0.21%0.23%Q4 2014Q1 201710
NORTHPOINTE CAPITAL LLC 310.17%0.61%1.39%Q3 2015Q2 201910
Glenview Capital Management 710.02%1.61%3.14%Q4 2016Q2 202110
CYPRESS CAPITAL MANAGEMENT LLC 10100.05%0.07%0.09%Q4 2014Q1 201710
SHEPHERD KAPLAN KROCHUK, LLC 910.09%0.50%1.44%Q4 2017Q2 202010
EVERGREEN CAPITAL MANAGEMENT LLC 710.01%0.08%0.24%Q1 2018Q1 202310
Anchorage Capital Group, L.L.C. 520.50%2.61%5.23%Q4 2014Q1 201710
A.R.T. Advisors, LLC 510.07%0.18%0.27%Q3 2016Q4 201910
Amundi 10100.02%0.06%0.12%Q2 2021Q3 202310
Benchmark Capital Advisors 10100.30%1.33%2.16%Q2 2016Q3 201810
First Washington CORP 10101.63%1.84%1.96%Q4 2014Q1 201710
GFS Advisors, LLC 610.05%0.12%0.27%Q4 2014Q1 202210
Holowesko Partners Ltd. 10101.84%3.50%6.38%Q4 2019Q1 202210
Dynamic Capital Management Ltd 710.03%0.41%1.17%Q4 2014Q2 201810
LMCG INVESTMENTS, LLC 640.01%0.07%0.14%Q4 2014Q2 202310
Homrich & Berg 510.01%0.03%0.05%Q2 2015Q4 201910
Timber Creek Capital Management LLC 550.00%0.01%0.04%Q3 2016Q3 202310
Meristem Family Wealth, LLC 820.06%0.09%0.10%Q4 2014Q2 202010
Meru Capital Group, LP 10102.33%5.43%11.30%Q4 2014Q1 201710
WEALTHCARE CAPITAL MANAGEMENT LLC 810.00%0.00%0.01%Q4 2014Q1 202110
FIRST BUSINESS FINANCIAL SERVICES, INC. 10100.09%0.11%0.14%Q2 2017Q3 201910
Neuberger Berman Canada ULC 820.16%0.40%0.74%Q4 2014Q3 201710
Bluefin Trading, LLC 510.00%0.07%0.18%Q4 2014Q4 201910
RWA WEALTH PARTNERS, LLC 10100.02%0.05%0.09%Q1 2017Q2 201910
Airain ltd 910.06%0.43%1.52%Q4 2014Q2 201710
Antonetti Capital Management LLC 910.02%0.03%0.03%Q2 2010Q3 202310
Jolley Asset Management, LLC 10100.05%0.09%0.26%Q1 2016Q2 201810
Murphy Pohlad Asset Management LLC 10100.30%0.87%1.46%Q1 2021Q2 202310
LMR Partners LLP 410.02%0.19%1.09%Q1 2015Q1 202210
Parasol Investment Management, LLC 10100.04%0.10%0.16%Q4 2014Q1 201710
Dynamic Advisor Solutions LLC 520.10%0.27%0.82%Q4 2014Q3 202110
Arete Wealth Advisors, LLC 510.02%0.06%0.12%Q3 2018Q2 202310
LBA Wealth Management, LLC 10100.18%0.26%0.30%Q4 2014Q1 201710
QUANTRES ASSET MANAGEMENT Ltd 510.14%1.15%3.08%Q2 2015Q1 201910
Fort Sheridan Advisors LLC 10100.05%0.08%0.10%Q1 2021Q2 202310
Boulegeris Investments, Inc. 10100.66%1.17%1.54%Q4 2014Q1 201710
Brick & Kyle, Associates 10100.02%0.04%0.04%Q4 2014Q1 201710
Starfire Investment Advisers, Inc. 10100.12%0.14%0.16%Q2 2015Q3 201710
Baker Chad R 10101.06%1.37%1.56%Q4 2015Q1 201810
Hefty Wealth Partners 10100.01%0.20%1.22%Q4 2015Q1 201810
Intellectus Partners, LLC 10100.17%0.29%0.39%Q4 2016Q1 201910
Syverson Strege & Co 10100.01%0.01%0.03%Q4 2020Q1 202310
Yellowstone Partners, LLC 910.11%0.21%0.26%Q3 2014Q3 201710
JT Stratford LLC 10100.10%0.22%0.39%Q4 2019Q1 202210
Greenline Partners, LLC 820.08%0.22%0.37%Q4 2017Q3 202010
Fortis Advisors, LLC 10100.01%0.02%0.04%Q3 2017Q4 201910
Intercontinental Wealth Advisors, LLC 730.04%0.08%0.15%Q2 2018Q1 202110
Crescent Grove Advisors, LLC 10100.05%0.09%0.14%Q2 2017Q3 201910
Trilogy Capital Inc. 710.00%0.09%0.18%Q2 2018Q3 202310
One Wealth Advisors, LLC 810.00%0.21%0.43%Q4 2017Q4 202210
Taylor Hoffman Wealth Management 910.00%0.01%0.02%Q4 2017Q2 202010
Wagner Wealth Management, LLC 420.00%0.03%0.11%Q4 2017Q3 202210
Townsend & Associates, Inc 640.18%1.32%2.52%Q4 2017Q3 202310
GPS Wealth Strategies Group, LLC 730.00%0.01%0.02%Q1 2021Q3 202310
F3Logic, LLC 430.04%0.17%0.30%Q1 2019Q4 202210
ExodusPoint Capital Management, LP 310.00%0.03%0.09%Q4 2018Q3 202310
West Branch Capital LLC 10100.03%0.05%0.06%Q2 2021Q3 202310
Braun-Bostich & Associates Inc. 730.02%0.14%0.42%Q4 2017Q2 202010
WORLDQUANT MILLENNIUM ADVISORS LLC 510.02%0.20%0.58%Q2 2018Q3 202310
Miramar Capital, LLC 710.15%2.41%3.29%Q4 2018Q2 202310
PSI Advisors, LLC 910.00%0.01%0.04%Q4 2019Q3 202310
Deseret Mutual Benefit Administrators 10100.16%0.25%0.34%Q2 2021Q3 202310
Insight Folios Inc 10100.10%0.13%0.15%Q2 2021Q3 202310
Orion Portfolio Solutions, LLC 820.00%0.01%0.03%Q4 2019Q2 202310
CAROLINAS WEALTH CONSULTING LLC 10100.00%0.00%0.00%Q2 2021Q3 202310
Procyon Advisors, LLC 730.00%0.06%0.12%Q4 2019Q2 202310
ACT WEALTH MANAGEMENT, LLC 10100.13%0.18%0.23%Q4 2020Q1 202310
Ten Capital Wealth Advisors, LLC 10100.00%0.01%0.02%Q4 2020Q1 202310
Accel Wealth Management 10100.01%0.01%0.02%Q4 2020Q1 202310
E Fund Management Co., Ltd. 910.01%0.02%0.04%Q1 2021Q3 202310
Lumature Wealth Partners, LLC 10100.06%0.12%0.18%Q1 2021Q2 202310
Purus Wealth Management, LLC 10100.18%0.21%0.28%Q4 2020Q1 202310
Oder Investment Management, LLC 10100.24%0.34%0.46%Q4 2020Q1 202310
CARY STREET PARTNERS ASSET MANAGEMENT LLC 10100.03%0.88%1.81%Q4 2020Q1 202310
EMFO, LLC 10100.29%1.25%1.88%Q2 2021Q3 202310
MONEY CONCEPTS CAPITAL CORP 820.09%0.17%0.26%Q4 2020Q3 202310
HARBOUR INVESTMENTS, INC. 640.04%0.06%0.08%Q1 2021Q3 202310
JANUS HENDERSON INVESTORS US LLC 10100.00%0.07%0.14%Q4 2014Q1 201710
WASATCH ADVISORS LP 10100.00%0.02%0.06%Q1 2016Q2 201810
ROCKEFELLER FINANCIAL SERVICES INC 410.00%0.05%0.33%Q4 2014Q4 201710
CAXTON ASSOCIATES LP 310.02%0.09%0.26%Q1 2015Q3 202310
Atlantic Union Bankshares Corp 820.05%1.34%1.81%Q4 2014Q2 202010
BENDER ROBERT & ASSOCIATES 10100.12%0.25%0.35%Q3 2015Q4 201710
MAVERICK CAPITAL LTD 310.00%0.30%1.51%Q4 2014Q1 202310
MOODY LYNN & LIEBERSON, LLC 10100.19%1.48%2.47%Q4 2014Q1 201710
STEPH & CO 10100.00%0.01%0.02%Q4 2019Q1 202210
Hammer Asset Management, LLC 990.65%1.69%2.52%Q2 2018Q2 20209
Silverleafe Capital Partners, LLC 810.13%0.24%0.43%Q2 2018Q1 20219
ELEMENT CAPITAL MANAGEMENT LLC 310.01%0.29%1.16%Q1 2018Q3 20239
Alkeon Capital Management 990.98%2.52%4.53%Q4 2014Q4 20169
Heritage Trust Co 990.02%0.03%0.06%Q1 2017Q1 20199
THOMASPARTNERS, INC. 990.00%0.47%2.18%Q4 2014Q4 20169
Keeley-Teton Advisors, LLC 990.01%0.02%0.04%Q1 2017Q1 20199
CANANDAIGUA NATIONAL CORP 990.06%0.07%0.09%Q2 2020Q2 20229
LEVIN CAPITAL STRATEGIES, L.P. 310.00%0.01%0.02%Q4 2014Q4 20219
HOPLITE CAPITAL MANAGEMENT, L.P. 991.47%4.31%5.60%Q4 2014Q4 20169
Echo Street Capital Management LLC 410.00%0.01%0.01%Q2 2020Q4 20229
First American Bank 990.02%0.03%0.04%Q1 2015Q1 20179
Timber Hill LLC 310.01%0.04%0.22%Q4 2014Q1 20189
BOOTHBAY FUND MANAGEMENT, LLC 410.01%0.08%0.34%Q3 2015Q3 20239
Parkwood LLC 720.05%0.49%0.77%Q4 2014Q1 20179
GLG LLC 720.21%0.26%0.30%Q4 2014Q2 20179
MUFG Securities EMEA plc 720.00%0.07%0.39%Q2 2018Q3 20219
Cooper Financial Group 630.05%0.07%0.09%Q1 2021Q3 20239
One River Asset Management, LLC 330.00%0.02%0.06%Q1 2023Q3 20239
Bank Julius Baer & Co. Ltd, Zurich 810.00%0.00%0.00%Q1 2020Q3 20239
Summit Global Investments 610.02%0.62%1.90%Q2 2017Q2 20239
SeaBridge Investment Advisors LLC 540.00%0.01%0.01%Q2 2016Q1 20209
BlackRock Investment Management, LLC 990.17%0.23%0.36%Q4 2014Q4 20169
Amici Capital, LLC 990.48%2.16%5.31%Q4 2014Q4 20169
FormulaFolio Investments, LLC 310.01%0.02%0.03%Q1 2017Q4 20209
CG Asset Management LLC 990.17%0.18%0.20%Q4 2014Q4 20169
Aspen Investment Management Inc 720.15%0.21%0.29%Q4 2014Q1 20179
ALTFEST L J & CO INC 990.30%1.14%1.51%Q1 2015Q1 20179
BMT Investment Advisors 990.38%0.65%1.62%Q3 2017Q3 20199
Jump Financial, LLC 420.02%0.14%0.31%Q3 2020Q2 20239
River Wealth Advisors LLC 420.04%0.15%0.32%Q4 2016Q2 20219
CQS Cayman LP 990.02%0.15%0.78%Q1 2016Q1 20189
APPLETON PARTNERS INC/MA 990.05%0.06%0.08%Q4 2014Q4 20169
Arkadios Wealth Advisors 810.01%0.04%0.11%Q4 2019Q3 20239
Calvert Investment Management, Inc. 990.16%0.25%0.40%Q4 2014Q4 20169
Integrated Wealth Management 990.95%1.13%1.26%Q1 2015Q1 20179
FNY Investment Advisers, LLC 410.00%0.09%0.38%Q2 2018Q3 20239
Apollon Wealth Management, LLC 810.01%0.03%0.07%Q2 2020Q3 20239
PRIVATE CAPITAL MANAGEMENT LLC 720.12%0.20%0.33%Q4 2018Q2 20219
First Fiduciary Investment Counsel, Inc. 991.45%2.27%2.99%Q2 2018Q2 20209
DUALITY ADVISERS, LP 210.05%0.65%1.34%Q4 2018Q2 20239
BlackRock Fund Advisors 990.17%0.19%0.20%Q4 2014Q4 20169
Total Clarity Wealth Management, Inc. 410.00%0.40%1.14%Q4 2019Q3 20239
CreativeOne Wealth, LLC 990.01%0.02%0.02%Q3 2021Q3 20239
BlackRock Institutional Trust Company, N.A. 990.28%0.30%0.32%Q4 2014Q4 20169
Provident Investment Management, Inc. 990.06%0.06%0.06%Q4 2014Q4 20169
ROSENBLUM SILVERMAN SUTTON S F INC /CA 511.25%1.39%1.61%Q4 2014Q2 20179
Polaris Wealth Advisory Group, LLC 310.00%0.59%2.06%Q4 2015Q2 20219
Mayflower Financial Advisors, LLC 990.03%0.04%0.05%Q4 2020Q4 20229
First Pacific Advisors, LP 810.00%0.74%1.65%Q4 2014Q4 20179
Select Equity Group, L.P. 720.16%0.20%0.24%Q4 2014Q2 20179
Decatur Capital Management, Inc. 991.69%2.01%2.80%Q1 2015Q1 20179
PFM Health Sciences, LP 991.51%3.32%5.87%Q4 2014Q4 20169
Sarasin & Partners LLP 990.44%1.67%2.34%Q4 2014Q4 20169
BlackRock Japan Co. Ltd 990.32%0.34%0.36%Q4 2014Q4 20169
TECTONIC ADVISORS LLC 990.04%0.05%0.08%Q3 2021Q3 20239
Clal Insurance Enterprises Holdings Ltd 540.01%0.02%0.03%Q1 2016Q3 20239
Concert Wealth Management Inc. 810.04%0.05%0.08%Q4 2014Q1 20179
BLACKROCK ADVISORS LLC 990.00%0.14%0.34%Q4 2014Q4 20169
MSI Financial Services Inc 990.06%0.07%0.10%Q4 2014Q4 20169
Paragon Capital Management Ltd 990.04%0.06%0.12%Q2 2021Q2 20239
JACOBS LEVY EQUITY MANAGEMENT, INC 510.01%0.05%0.23%Q4 2018Q3 20219
Crewe Advisors LLC 310.00%0.01%0.03%Q2 2018Q3 20239
BREITER CAPITAL MANAGEMENT INC 990.55%0.94%1.80%Q4 2017Q4 20199
SAWGRASS ASSET MANAGEMENT LLC 990.01%0.01%0.02%Q4 2014Q4 20169
Allied Investment Advisors, LLC 991.73%2.06%2.55%Q4 2017Q4 20199
INTEGRATED WEALTH COUNSEL, LLC 990.06%0.09%0.12%Q4 2014Q4 20169
AMG Funds LLC 990.84%1.10%1.54%Q2 2018Q2 20209
Partner Investment Management, L.P. 991.78%3.61%6.50%Q4 2014Q4 20169
Heartwood Wealth Advisors LLC 810.04%0.07%0.10%Q2 2021Q3 20239
Ergoteles LLC 510.01%0.10%0.44%Q3 2020Q2 20239
Western Wealth Management, LLC 410.01%0.05%0.14%Q1 2020Q3 20239
MEITAV INVESTMENT HOUSE LTD 510.00%0.02%0.04%Q1 2018Q2 20239
Gryphon Financial Partners LLC 990.06%0.20%0.41%Q4 2017Q4 20199
AIA Group Ltd 990.03%0.06%0.11%Q3 2021Q3 20239
Oliver Luxxe Assets LLC 810.47%0.56%0.99%Q4 2015Q1 20229
Grandview Asset Management LLC 610.12%0.23%0.29%Q4 2020Q3 20239
Neo Ivy Capital Management 410.11%0.48%0.90%Q2 2019Q3 20229
Penn Mutual Asset Management, LLC 630.15%0.68%1.90%Q4 2020Q3 20239
Allegis Investment Advisors, LLC 810.03%0.16%0.24%Q4 2015Q1 20189
CEDAR CAPITAL, LLC 630.08%0.13%0.19%Q1 2017Q4 20199
Rosenberg Matthew Hamilton 810.00%0.02%0.05%Q2 2020Q3 20239
TCW GROUP INC 990.03%0.05%0.10%Q4 2014Q4 20169
Valiant Capital Management, L.P. 993.58%5.25%7.87%Q1 2015Q1 20179
Capital Wealth Planning, LLC 540.03%0.94%4.40%Q4 2014Q1 20209
DAVIDSON INVESTMENT ADVISORS 990.00%0.01%0.01%Q2 2015Q2 20179
Seven Bridges Advisors LLC 990.43%1.03%2.01%Q4 2015Q4 20179
Lingohr Asset Management GmbH 990.81%1.06%1.91%Q2 2018Q2 20209
C WorldWide Group Holding A/S 990.02%0.02%0.03%Q2 2016Q2 20189
HOLLENCREST CAPITAL MANAGEMENT 410.00%0.18%0.41%Q4 2014Q3 20239
Quotient Investors, LLC 990.09%0.34%0.53%Q3 2015Q3 20179
Pomelo Capital LLC 990.00%0.19%0.46%Q4 2014Q4 20169
DSAM Partners (London) Ltd 552.07%4.80%11.06%Q4 2014Q4 20159
Shilanski & Associates, Inc. 630.09%0.16%0.24%Q1 2021Q2 20239
Oxbow Advisors, LLC 810.21%0.29%0.38%Q3 2020Q2 20239
Legacy Advisors, LLC 990.08%0.17%0.35%Q1 2018Q1 20209
Bellevue Group AG 990.81%1.51%2.25%Q1 2017Q1 20199
Price Wealth, LLC 630.00%0.01%0.02%Q4 2017Q3 20209
Spectrum Management Group, LLC 630.00%0.01%0.02%Q4 2014Q1 20189
KEELEY ASSET MANAGEMENT CORP 990.01%0.01%0.01%Q4 2014Q4 20169
LEUTHOLD GROUP, LLC 410.05%0.71%1.38%Q2 2015Q2 20209
JS Capital Management LLC 880.32%3.27%6.37%Q4 2014Q3 20169
BlackRock Group LTD 990.27%0.31%0.36%Q4 2014Q4 20169
Point72 Middle East FZE 440.01%0.08%0.30%Q4 2022Q3 20239
JAMES INVESTMENT RESEARCH INC 710.01%0.02%0.06%Q4 2014Q4 20189
Caption Management, LLC 310.01%0.09%0.35%Q2 2020Q2 20239
GUARDIAN CAPITAL LP 630.01%0.01%0.02%Q3 2015Q4 20199
Investment Research & Advisory Group, Inc. 440.00%0.00%0.01%Q4 2019Q3 20238
Laurel Wealth Advisors LLC 410.00%0.01%0.03%Q4 2018Q3 20238
FourThought Financial, LLC 880.02%0.04%0.05%Q4 2020Q3 20228
ASPIRIANT, LLC 310.02%0.02%0.05%Q2 2015Q4 20188
Shinko Asset Management Co., Ltd. 880.00%0.00%0.00%Q4 2014Q3 20168
TRUE Private Wealth Advisors 610.01%0.02%0.04%Q3 2018Q1 20218
GUARDIAN INVESTMENT MANAGEMENT 880.76%1.06%1.21%Q2 2016Q1 20188
Mizuho Asset Management Co.,Ltd. 880.09%0.15%0.19%Q4 2014Q3 20168
Activest Wealth Management 410.00%0.01%0.02%Q1 2021Q3 20238
Tri Locum Partners LP 445.44%8.72%17.22%Q4 2020Q3 20218
Bell Investment Advisors, Inc 620.01%0.01%0.01%Q3 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.01%0.05%0.06%Q4 2021Q3 20238
EQUITY INVESTMENT CORP 880.01%2.22%3.01%Q3 2020Q2 20228
WFA Asset Management Corp 880.03%0.61%1.52%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.00%0.00%0.00%Q4 2021Q3 20238
PWMCO, LLC 880.16%0.19%0.23%Q2 2018Q1 20208
HORAN CAPITAL MANAGEMENT 880.14%0.24%0.38%Q1 2015Q4 20168
TD Waterhouse Canada Inc. 880.01%0.04%0.06%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.01%0.01%0.02%Q3 2021Q2 20238
McIlrath & Eck, LLC 510.01%0.02%0.05%Q4 2017Q3 20238
Railway Pension Investments Ltd 880.29%0.45%0.55%Q4 2018Q3 20208
MIZUHO SECURITIES USA LLC 410.02%0.10%0.34%Q1 2015Q4 20218
New World Advisors LLC 880.07%0.14%0.21%Q3 2021Q2 20238
Metis Global Partners, LLC 880.03%0.05%0.09%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.00%0.01%0.01%Q4 2021Q3 20238
TRH Financial, LLC 710.08%0.48%1.20%Q4 2019Q4 20218
NORWOOD FINANCIAL CORP 880.12%0.16%0.20%Q4 2021Q3 20238
Well Done, LLC 610.01%0.04%0.07%Q1 2018Q1 20238
Taylor Frigon Capital Management LLC 880.52%0.71%0.88%Q1 2018Q4 20198
Summit Trail Advisors, LLC 710.02%0.02%0.04%Q4 2017Q3 20238
COMPASS CAPITAL MANAGEMENT, INC 883.51%3.75%4.04%Q3 2018Q2 20208
NORTH POINT PORTFOLIO MANAGERS CORP/OH 880.04%0.05%0.05%Q4 2014Q3 20168
DEERE & CO 880.36%0.38%0.41%Q4 2014Q3 20168
SG3 Management, LLC 210.00%0.32%0.96%Q2 2018Q4 20218
Court Place Advisors, LLC 880.09%0.10%0.13%Q2 2017Q1 20198
WESTPORT RESOURCES MANAGEMENT INC 880.34%0.85%0.97%Q4 2014Q3 20168
Byrne Asset Management LLC 880.05%0.08%0.12%Q4 2021Q3 20238
First Western Capital Management Co 880.18%0.79%1.09%Q1 2015Q4 20168
DELTA LLOYD NV 880.09%0.15%0.19%Q4 2014Q3 20168
U.S. Capital Wealth Advisors, LLC 880.01%0.02%0.04%Q3 2021Q2 20238
HIGH POINT BANK & TRUST CO 880.18%0.19%0.22%Q1 2015Q4 20168
Harvest Fund Management Co., Ltd 530.00%0.02%0.06%Q2 2018Q3 20238
AustralianSuper Pty Ltd 880.03%0.19%0.36%Q4 2021Q3 20238
Cowen Prime Services LLC 880.00%0.03%0.10%Q4 2014Q3 20168
Marshall Wace North America L.P. 410.01%0.04%0.09%Q1 2017Q3 20218
ICICI Prudential Asset Management Co Ltd 880.01%0.02%0.03%Q4 2021Q3 20238
Nuveen Fund Advisors, LLC 880.14%0.59%1.02%Q2 2016Q1 20188
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 550.01%1.04%2.37%Q4 2014Q4 20158
MIRABELLA FINANCIAL SERVICES LLP 310.02%0.09%0.31%Q2 2020Q2 20238
Widmann Financial Services, Inc. 880.45%0.76%0.95%Q4 2021Q3 20238
AHL Partners LLP 410.01%0.15%0.48%Q4 2014Q4 20178
Polianta Ltd 510.31%0.48%0.87%Q1 2017Q3 20238
NORTHWEST WEALTH MANAGEMENT, LLC 530.08%0.18%0.31%Q4 2016Q1 20198
HORIZON BANCORP INC /IN/ 440.01%0.23%0.58%Q4 2019Q3 20238
MIROVA 880.01%0.02%0.04%Q4 2018Q3 20208
Omnia Family Wealth, LLC 620.00%0.01%0.04%Q4 2016Q1 20198
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 880.15%0.29%0.51%Q3 2018Q2 20208
LAKE STREET PRIVATE WEALTH, LLC 880.27%0.51%0.69%Q4 2021Q3 20238
TCM Advisors, LLC 880.24%0.77%1.22%Q4 2021Q3 20238
Rise Advisors, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Watermark Asset Management, Inc. 880.00%0.00%0.00%Q1 2017Q4 20188
TBH Global Asset Management, LLC 530.06%0.10%0.19%Q4 2019Q4 20218
Stephens Consulting, LLC 880.00%0.02%0.03%Q4 2021Q3 20238
Kohlberg Kravis Roberts & Co. L.P. 8821.90%39.31%49.63%Q4 2014Q3 20168
Wealth Advisors of Tampa Bay, LLC 531.11%1.25%1.53%Q4 2017Q3 20238
RE Dickinson Investment Advisors, LLC 880.03%0.12%0.25%Q4 2021Q3 20238
Founders Financial Alliance, LLC 880.12%0.13%0.15%Q3 2020Q2 20228
Abundance Wealth Counselors 610.05%0.09%0.10%Q1 2021Q3 20238
Raleigh Capital Management Inc. 880.00%0.43%0.68%Q4 2021Q3 20238
FRANKLIN STREET ADVISORS INC /NC 880.06%0.07%0.07%Q4 2014Q3 20168
Capital Wealth Alliance, LLC 710.00%0.41%0.73%Q4 2019Q2 20228
Secure Asset Management, LLC 710.08%0.47%1.47%Q4 2019Q4 20218
Iron Horse Wealth Management, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Integrated Investment Consultants, LLC 710.03%0.05%0.06%Q1 2016Q1 20188
Wahed Invest LLC 880.08%0.16%0.25%Q4 2021Q3 20238
Maven Securities LTD 210.01%0.04%0.18%Q3 2019Q3 20228
Keene & Associates, Inc. 881.14%1.99%2.56%Q4 2021Q3 20238
Keel Point, LLC 880.03%0.12%0.16%Q3 2018Q2 20208
AHL INVESTMENT MANAGEMENT, INC. 880.19%0.34%0.53%Q4 2021Q3 20238
Blue Ridge Capital, L.L.C. 881.61%2.94%4.42%Q4 2014Q3 20168
FIRST NATIONAL CORP /MA/ /ADV 710.03%0.26%0.66%Q4 2018Q2 20218
Evolution Wealth Advisors, LLC 410.00%0.00%0.00%Q2 2019Q3 20218
FIRST COMMUNITY TRUST NA 880.48%0.67%0.77%Q4 2021Q3 20238
Disciplined Equity Management, Inc. 880.88%1.29%1.69%Q4 2021Q3 20238
Graypoint LLC 880.03%0.05%0.07%Q3 2021Q2 20238
MCIA Inc 420.01%0.54%0.85%Q2 2017Q2 20238
Ferris Capital, LLC 880.03%0.21%0.50%Q2 2017Q1 20198
Atom Investors LP 420.02%0.18%0.38%Q1 2019Q1 20228
Dai-ichi Life Holdings, Inc. 880.21%0.30%0.39%Q4 2014Q3 20168
MILLER HOWARD INVESTMENTS INC /NY 881.52%1.90%2.48%Q3 2021Q2 20238
Columbus Macro, LLC 880.09%0.12%0.16%Q4 2017Q3 20198
Catamount Wealth Management 620.02%0.03%0.06%Q1 2015Q1 20198
B. Metzler seel. Sohn & Co. AG 880.01%0.01%0.01%Q4 2021Q3 20238
Covestor Ltd 880.01%0.08%0.24%Q4 2021Q3 20238
Highstreet Asset Management Inc. 880.00%0.03%0.06%Q1 2018Q4 20198
EverSource Wealth Advisors, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Hosking Partners LLP 880.06%0.07%0.08%Q3 2015Q2 20178
WealthTrust Axiom LLC 880.31%0.49%0.61%Q4 2014Q3 20168
PORTLAND INVESTMENT COUNSEL INC. 410.71%8.21%17.83%Q4 2017Q1 20208
Connectus Wealth, LLC 880.02%0.06%0.13%Q4 2021Q3 20238
SYNTAX ADVISORS, LLC 880.48%0.53%0.58%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.10%0.13%0.15%Q4 2021Q3 20238
PrairieView Partners, LLC 880.00%0.00%0.00%Q4 2021Q3 20238
GHE, LLC 880.24%0.43%0.53%Q4 2021Q3 20238
Forum Financial Management, LP 880.01%0.03%0.05%Q4 2021Q3 20238
FIRST NATIONAL BANK SIOUX FALLS 880.17%0.21%0.24%Q4 2014Q3 20168
NATIONAL BANK OF CANADA /FI/ 880.03%0.05%0.07%Q4 2021Q3 20238
CHECK CAPITAL MANAGEMENT INC/CA 880.02%0.97%1.69%Q4 2017Q3 20198
City State Bank 880.01%0.02%0.02%Q4 2021Q3 20238
Gerstein Fisher 880.19%0.23%0.27%Q4 2014Q3 20168
KANALY TRUST CO 880.00%0.01%0.05%Q1 2015Q4 20168
Quent Capital, LLC 880.01%0.01%0.02%Q4 2021Q3 20238
Liberty Capital Management, Inc. 620.11%0.22%0.42%Q3 2016Q4 20188
WMS Partners, LLC 610.02%0.03%0.03%Q3 2016Q3 20187
TrinityPoint Wealth, LLC 770.07%0.14%0.40%Q4 2018Q2 20207
Voit & Company, LLC 660.02%1.70%3.87%Q4 2018Q1 20207
VSR Financial Services, Inc. 770.26%0.30%0.36%Q4 2014Q2 20167
FIRST NIAGARA BANK 770.14%0.16%0.18%Q4 2014Q2 20167
XML Financial, LLC 520.09%0.19%0.29%Q4 2021Q3 20237
Pacifica Partners Inc. 770.02%0.03%0.04%Q4 2019Q2 20217
Wealth Alliance 770.05%0.09%0.13%Q4 2021Q2 20237
Atika Capital Management LLC 440.14%2.17%6.04%Q3 2015Q2 20167
NATIONAL INVESTMENT SERVICES INC /WI 770.83%0.98%1.11%Q1 2018Q3 20197
Beck Bode, LLC 510.03%0.12%0.25%Q4 2018Q2 20217
TCF National Bank 770.03%0.06%0.14%Q3 2019Q1 20217
Stonehage Fleming Financial Services Holdings Ltd 520.00%0.01%0.02%Q1 2016Q1 20207
Ruffer LLP 770.01%0.03%0.06%Q1 2019Q3 20207
Cornerstone Advisors, LLC 770.11%0.15%0.19%Q2 2021Q4 20227
Marcum Wealth, LLC 610.03%0.04%0.04%Q1 2021Q1 20237
Rudd International, Inc. 770.78%1.04%1.40%Q4 2018Q2 20207
JBJ Investment Partners, LLC 610.01%0.55%0.75%Q1 2019Q4 20217
Weaver Consulting Group 770.01%0.01%0.02%Q1 2019Q3 20207
Investors Capital Advisory Services 770.13%0.17%0.20%Q4 2014Q2 20167
JANICZEK WEALTH MANAGEMENT, LLC 770.00%0.00%0.00%Q3 2021Q1 20237
Fiduciary Group LLC 770.12%0.17%0.21%Q2 2015Q4 20167
Edge Advisors, LLC 770.01%0.30%0.68%Q4 2016Q2 20187
FIRSTMERIT BANK N A TRUSTEE 770.12%0.13%0.14%Q4 2014Q2 20167
Cerebellum GP, LLC 310.23%0.90%2.46%Q4 2017Q2 20207
Omega Advisors Inc. 771.66%2.57%3.41%Q3 2015Q1 20177
Dakota Wealth Management 770.04%0.06%0.09%Q2 2018Q4 20197
ZACKS INVESTMENT MANAGEMENT 610.01%0.02%0.08%Q4 2015Q1 20187
Schooner Investment Group, LLC. 770.39%0.51%0.79%Q1 2015Q3 20167
CAPITAL CITY TRUST CO/FL 320.08%0.08%0.09%Q1 2015Q1 20177
SENTINEL TRUST CO LBA 520.09%0.64%0.98%Q4 2014Q4 20187
BURNHAM ASSET MANAGEMENT CORP /NY/ 770.13%0.16%0.19%Q4 2014Q2 20167
AMI INVESTMENT MANAGEMENT INC 610.10%0.14%0.16%Q3 2016Q3 20187
Clarius Group, LLC 610.02%0.04%0.05%Q1 2019Q1 20237
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 660.14%0.33%0.57%Q4 2020Q1 20227
Covington Investment Advisors Inc. 770.70%1.08%1.37%Q2 2018Q4 20197
IMPAX ASSET MANAGEMENT LLC 770.03%0.03%0.04%Q4 2016Q2 20187
TIVERTON ASSET MANAGEMENT LLC 770.03%0.05%0.07%Q1 2018Q3 20197
NCM CAPITAL MANAGEMENT GROUP INC 771.05%1.10%1.17%Q1 2015Q3 20167
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 610.03%0.04%0.05%Q1 2015Q3 20237
Kalos Management, Inc. 610.13%1.11%1.59%Q4 2015Q4 20197
MILLER VALUE PARTNERS, LLC 770.01%0.02%0.04%Q4 2020Q2 20227
CWH Capital Management, Inc. 520.10%1.49%2.45%Q4 2014Q4 20207
AGF INVESTMENTS INC. 610.00%0.01%0.01%Q3 2015Q2 20217
WHITENER CAPITAL MANAGEMENT, INC. 520.00%0.01%0.01%Q4 2017Q3 20197
O'Shares Investment Advisers, LLC 770.08%0.38%0.50%Q4 2018Q2 20207
SYMPHONY ASSET MANAGEMENT LLC 770.08%0.41%0.59%Q4 2014Q2 20167
PERSONAL CFO SOLUTIONS, LLC 610.00%0.12%0.18%Q3 2019Q3 20217
Capula Management Ltd 210.02%0.07%0.11%Q4 2020Q1 20237
Raub Brock Capital Management LP 774.29%4.74%5.04%Q4 2014Q2 20167
PARK CIRCLE Co 520.01%0.01%0.02%Q2 2017Q2 20207
Confluence Wealth Management LLC 770.18%0.23%0.27%Q1 2016Q3 20177
Keystone Financial Planning, Inc. 770.54%0.61%0.67%Q4 2014Q2 20167
Maple Capital Management, Inc. 770.07%0.09%0.10%Q2 2015Q4 20167
First Financial Bank - Trust Division 770.04%0.05%0.07%Q1 2015Q3 20167
Aurora Investment Counsel 611.18%1.34%1.70%Q4 2014Q2 20227
MIDAS MANAGEMENT CORP 770.93%1.16%1.29%Q4 2017Q2 20197
Zebra Capital Management LLC 610.23%0.30%0.37%Q3 2018Q2 20207
JENNISON ASSOCIATES LLC 210.00%0.01%0.03%Q4 2015Q1 20237
HAZLETT, BURT & WATSON, INC. 770.07%0.12%0.15%Q1 2022Q3 20237
Estabrook Capital Management 770.00%0.00%0.00%Q4 2021Q2 20237
Holocene Advisors, LP 310.01%0.09%0.48%Q4 2017Q3 20217
Financial Sense Advisors, Inc. 610.24%0.52%0.82%Q4 2021Q3 20237
Avestar Capital, LLC 770.00%0.00%0.01%Q4 2017Q2 20197
Stamos Capital Partners, L.P. 770.12%0.54%1.16%Q4 2021Q2 20237
Fund Management at Engine No. 1 LLC 770.04%0.06%0.07%Q1 2022Q3 20237
Redwood Financial Network Corp 770.25%0.38%0.46%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.01%0.03%0.04%Q1 2022Q3 20237
Powers Advisory Group, LLC 770.14%0.23%0.34%Q4 2021Q2 20237
Beacon Capital Management, LLC 770.02%0.09%0.18%Q1 2022Q3 20237
Euclid Advisors LLC 770.18%0.63%1.16%Q4 2014Q2 20167
AlphaCentric Advisors LLC 520.01%1.00%2.84%Q2 2020Q3 20237
FOX RUN MANAGEMENT, L.L.C. 210.08%0.31%0.50%Q4 2016Q2 20237
Tyler-Stone Wealth Management 520.00%0.00%0.02%Q4 2021Q3 20237
FDO Partners, LLC 430.20%0.63%1.01%Q4 2015Q4 20177
Torch Wealth Management LLC 430.16%0.37%0.65%Q4 2016Q4 20197
Ulland Investment Advisors, LLC 770.01%0.01%0.01%Q4 2021Q2 20237
Seaport Global Advisors, LLC 770.26%0.54%1.29%Q4 2021Q2 20237
VANCE WEALTH, INC. 770.12%0.29%0.53%Q4 2021Q2 20237
Operose Advisors LLC 770.00%0.01%0.01%Q1 2022Q3 20237
Squar Milner Financial Services LLC 520.00%0.08%0.14%Q2 2018Q1 20207
Eukles Asset Management 770.01%0.01%0.01%Q2 2021Q4 20227
Beaird Harris Wealth Management, LLC 520.00%0.01%0.02%Q4 2021Q3 20237
Mizuho Securities Co. Ltd. 770.00%0.00%0.00%Q1 2021Q3 20227
AVAII WEALTH MANAGEMENT, LLC 770.18%0.25%0.50%Q1 2022Q3 20237
Stonegate Investment Group, LLC 770.01%0.78%1.36%Q4 2021Q2 20237
Financial Advocates Investment Management 410.01%0.02%0.02%Q4 2017Q3 20237
Ameritas Advisory Services, LLC 610.04%0.04%0.05%Q4 2021Q3 20237
REUTER JAMES WEALTH MANAGEMENT, LLC 770.12%0.35%0.65%Q4 2021Q2 20237
Mizuho Trust & Banking Co., Ltd. 770.34%0.37%0.39%Q1 2015Q3 20167
SJS Investment Consulting Inc. 520.01%0.02%0.03%Q4 2021Q3 20237
GRIES FINANCIAL LLC 320.08%0.39%0.64%Q1 2021Q2 20237
Triumph Capital Management 770.12%0.19%0.35%Q1 2022Q3 20237
Bank of New Hampshire 770.00%0.01%0.01%Q1 2022Q3 20237
CEERA INVESTMENTS, LLC 770.29%0.80%1.17%Q1 2022Q3 20237
Orca Investment Management, LLC 521.48%3.40%4.93%Q4 2014Q3 20197
Crystal Rock Capital Management 771.25%2.30%2.99%Q1 2016Q3 20177
KDI CAPITAL PARTNERS LLC 410.00%0.30%0.93%Q4 2014Q4 20187
FLYNN ZITO CAPITAL MANAGEMENT, LLC 520.19%0.33%0.48%Q4 2021Q3 20237
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 770.15%0.19%0.23%Q4 2014Q2 20167
Ameritas Investment Company, LLC 310.01%0.07%0.19%Q1 2019Q3 20217
M&G INVESTMENT MANAGEMENT LTD 320.00%0.04%0.12%Q4 2019Q3 20237
DARK FOREST CAPITAL MANAGEMENT LP 410.00%0.03%0.07%Q2 2021Q3 20237
LFA - Lugano Financial Advisors SA 520.08%0.12%0.15%Q2 2018Q1 20207
Greystone Financial Group, LLC 771.58%1.84%2.02%Q4 2020Q2 20227
McGinn Penninger Investment Management, Inc. 771.52%1.72%2.13%Q4 2020Q2 20227
AIGEN INVESTMENT MANAGEMENT, LP 210.00%0.14%0.63%Q4 2019Q3 20237
Limestone Value Partners, LLC 771.25%2.18%3.57%Q4 2014Q2 20167
Landmark Bank 770.13%0.39%0.53%Q2 2018Q4 20197
Coulter & Justus Financial Services, LLC 611.18%2.07%3.61%Q4 2021Q3 20237
BAKER TILLY WEALTH MANAGEMENT, LLC 430.03%0.04%0.05%Q1 2021Q3 20237
Journey Advisory Group, LLC 770.05%0.17%0.32%Q4 2020Q2 20227
Brand Asset Management Group, Inc. 770.01%0.02%0.04%Q2 2018Q4 20197
SUNFLOWER BANK, NA WEALTH MANAGEMENT 770.07%0.07%0.08%Q4 2017Q2 20197
CHIRON CAPITAL MANAGEMENT, LLC 430.15%0.31%0.51%Q3 2020Q3 20237
VisionPoint Advisory Group, LLC 320.00%0.17%0.40%Q2 2019Q3 20237
XTX Topco Ltd 410.12%0.28%0.67%Q1 2021Q2 20237
State of Wyoming 770.02%0.05%0.07%Q2 2021Q4 20227
Avidian Wealth Solutions, LLC 520.02%0.03%0.04%Q1 2020Q4 20217
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
IMA Wealth, Inc. 610.00%0.42%0.56%Q4 2015Q2 20187
GIRARD PARTNERS LTD. 510.04%0.06%0.07%Q3 2016Q3 20187
Point View Wealth Management, Inc. 770.20%0.44%0.66%Q2 2019Q4 20207
N.E.W. Advisory Services LLC 610.04%0.05%0.08%Q4 2019Q2 20227
BCWM, LLC 661.29%1.44%1.60%Q2 2022Q3 20236
Crosspoint Capital Strategies, LLC 660.10%0.39%0.76%Q3 2014Q4 20156
American Financial Network Advisory Services LLC 660.13%0.15%0.20%Q3 2017Q4 20186
Members Trust Co 420.02%0.02%0.02%Q2 2016Q4 20176
CHASE INVESTMENT COUNSEL CORP 660.11%0.16%0.19%Q1 2022Q2 20236
Coston, McIsaac & Partners 660.00%0.00%0.01%Q2 2022Q3 20236
Quantamental Technologies LLC 210.16%0.47%0.91%Q2 2019Q3 20236
Azimuth Capital Investment Management LLC 660.19%0.45%0.56%Q2 2022Q3 20236
ASB Consultores, LLC 660.12%0.16%0.26%Q4 2021Q1 20236
VIKING FUND MANAGEMENT LLC 420.00%0.34%0.60%Q3 2019Q3 20236
Altrius Capital Management Inc 660.82%1.00%1.12%Q2 2022Q3 20236
Greenfield Savings Bank 660.13%0.29%0.39%Q2 2022Q3 20236
Robeco Schweiz AG 660.32%0.44%0.53%Q1 2015Q2 20166
Crestwood Advisors Group, LLC 310.01%0.02%0.03%Q2 2019Q3 20236
Athena Investment Management 660.17%0.24%0.30%Q1 2022Q2 20236
AFAM CAPITAL, INC. 660.12%0.22%0.33%Q2 2017Q3 20186
Desjardins Global Asset Management Inc. 660.04%0.06%0.08%Q2 2022Q3 20236
Essex Savings Bank 510.13%0.15%0.18%Q4 2018Q3 20206
Spearhead Capital Advisors, LLC 660.53%1.04%1.36%Q4 2017Q1 20196
Texas Capital Bank Wealth Management Services Inc 550.01%0.16%0.32%Q3 2022Q3 20236
WEST BANCORPORATION INC 420.02%0.03%0.04%Q4 2019Q1 20226
PDT Partners, LLC 660.01%0.31%0.60%Q2 2015Q3 20166
SCOUT INVESTMENTS, INC. 660.00%0.01%0.02%Q2 2015Q3 20166
Andesa Financial Management Inc. 660.25%0.56%1.00%Q4 2017Q1 20196
Aevitas Wealth Management, Inc. 660.07%0.08%0.09%Q4 2017Q1 20196
US FINANCIAL ADVISORS, LLC 660.01%0.01%0.06%Q4 2014Q1 20166
Lebenthal Holdings,LLC 660.62%0.77%1.19%Q1 2015Q2 20166
Alpha Paradigm Partners, LLC 510.05%0.13%0.21%Q2 2021Q4 20226
JANA PARTNERS LLC 666.52%10.79%16.92%Q1 2015Q2 20166
DENALI ADVISORS LLC 410.01%0.09%0.18%Q2 2020Q4 20226
Horizon Wealth Management, LLC 330.08%0.11%0.18%Q4 2021Q3 20236
Crossvault Capital Management LLC 661.79%2.28%2.74%Q4 2015Q1 20176
Atlas Private Wealth Advisors 660.01%0.01%0.04%Q2 2020Q3 20216
WoodTrust Financial Corp 510.10%0.86%1.22%Q2 2018Q4 20196
SPERO-SMITH INVESTMENT ADVISERS INC /OH 660.25%0.29%0.32%Q2 2015Q3 20166
Mint Tower Capital Management B.V. 110.00%0.05%0.11%Q3 2018Q4 20226
Disciplined Investments, LLC 660.00%0.02%0.04%Q1 2022Q2 20236
Czech National Bank 660.04%0.06%0.08%Q3 2022Q4 20236
STEWART & PATTEN CO LLC 510.04%0.05%0.06%Q1 2017Q3 20186
Psagot Value Holdings Ltd. 420.00%0.02%0.05%Q2 2016Q1 20196
Financial Connections Group, Inc. 660.00%0.00%0.01%Q4 2021Q1 20236
Brahman Capital Corp. 410.51%3.49%7.16%Q2 2015Q4 20226
Global Trust Asset Management, LLC 510.00%0.00%0.01%Q4 2017Q3 20226
ACCIDENT COMPENSATION CORP 660.25%0.39%0.50%Q1 2019Q2 20206
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 660.09%0.12%0.13%Q4 2021Q1 20236
DCF Advisers, LLC 420.10%0.32%0.75%Q4 2019Q4 20216
Coronation Asset Management (Pty) Ltd. 660.67%1.18%1.92%Q4 2014Q1 20166
Straight Path Wealth Management 510.19%0.24%0.33%Q1 2022Q3 20236
SPECTRUM ADVISORY SERVICES INC 660.32%0.36%0.39%Q4 2014Q1 20166
GODSEY & GIBB, INC 410.00%0.00%0.01%Q2 2021Q3 20236
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
Fairholme Capital Management 660.08%0.19%0.23%Q4 2021Q1 20236
6 Meridian 660.02%0.19%0.54%Q3 2020Q4 20216
Polar Capital LLP 420.03%0.46%0.67%Q2 2015Q4 20166
Graves Light Lenhart Wealth, Inc. 660.00%0.00%0.00%Q4 2020Q1 20226
Legacy Financial Advisors, Inc. 660.00%0.01%0.01%Q4 2017Q1 20196
Providence Capital Advisors, LLC 510.00%0.94%1.63%Q4 2017Q4 20216
SPOT TRADING L.L.C. 220.02%0.09%0.18%Q2 2017Q3 20176
MYCIO WEALTH PARTNERS, LLC 660.00%0.02%0.02%Q1 2015Q2 20166
INTECH INVESTMENT MANAGEMENT LLC 660.01%0.09%0.21%Q2 2022Q3 20236
KB FINANCIAL PARTNERS, LLC 420.00%0.00%0.00%Q1 2021Q3 20226
LCM Capital Management Inc 660.18%0.20%0.23%Q4 2020Q1 20226
Rainier Group Investment Advisory LLC 660.10%0.14%0.18%Q4 2016Q1 20186
Stolper Co 660.57%0.77%0.94%Q1 2020Q2 20216
Citizens National Bank Trust Department 660.00%0.00%0.01%Q2 2022Q3 20236
RS INVESTMENT MANAGEMENT CO LLC 660.00%0.00%0.00%Q4 2014Q1 20166
PointState Capital LP 210.04%0.32%1.12%Q2 2015Q4 20216
Capitolis Advisors LLC 330.03%0.13%0.25%Q4 2020Q2 20226
Wellington Shields & Co., LLC 660.00%0.03%0.05%Q2 2022Q3 20236
Optimal Asset Management, Inc. 660.06%0.07%0.11%Q2 2020Q3 20216
Detalus Advisors, LLC 660.18%0.23%0.28%Q2 2022Q3 20236
Visium Asset Management, LP 660.01%0.08%0.37%Q4 2014Q1 20166
Formidable Asset Management, LLC 660.03%0.04%0.05%Q4 2014Q1 20166
DOLIVER ADVISORS, LP 660.11%0.12%0.14%Q2 2017Q3 20186
Tuttle Capital Management, LLC 310.26%0.68%1.17%Q3 2017Q1 20216
OMERS ADMINISTRATION Corp 310.01%0.05%0.07%Q4 2015Q2 20196
WESTWOOD MANAGEMENT CORP /IL/ 660.21%0.88%1.53%Q4 2014Q1 20166
PFG Private Wealth Management, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
Alpine Global Management, LLC 210.05%0.17%0.40%Q1 2015Q2 20206
TI-TRUST, INC 660.21%0.24%0.30%Q4 2021Q1 20236
Blue Trust, Inc. 660.00%0.00%0.00%Q2 2022Q3 20236
Kowal Investment Group, LLC 660.08%0.11%0.14%Q4 2020Q1 20226
Freedman Financial Associates, Inc. 660.04%0.06%0.08%Q4 2020Q1 20226
Rock Creek Group, LP 660.00%0.02%0.05%Q2 2020Q3 20216
Powell Investment Advisors, LLC 660.13%0.18%0.23%Q2 2022Q3 20236
Retirement Group, LLC 410.00%0.00%0.00%Q2 2020Q2 20236
ETF MANAGERS GROUP, LLC 410.00%0.01%0.02%Q1 2016Q2 20226
Sio Capital Management, LLC 411.06%2.14%2.83%Q4 2016Q4 20206
Callodine Capital Management, LP 661.21%5.75%7.61%Q4 2018Q1 20206
McCarthy Asset Management, Inc. 660.02%0.03%0.03%Q4 2020Q1 20226
CM Management, LLC 310.57%1.02%1.58%Q2 2021Q3 20236
Mount Yale Investment Advisors, LLC 660.22%0.29%0.36%Q1 2018Q2 20196
B & T Capital Management DBA Alpha Capital Management 661.31%1.68%2.22%Q4 2014Q1 20166
Sentry Investments Corp. 420.01%0.10%0.22%Q3 2016Q1 20186
Seven Springs Wealth Group, LLC 660.07%0.10%0.16%Q4 2019Q1 20216
SMITH HAYES Advisers, Inc 660.26%0.29%0.31%Q4 2014Q1 20166
Lone Pine Capital 550.19%1.43%2.47%Q4 2014Q4 20156
Kernodle & Katon Asset Management Group, LLC 660.04%0.15%0.27%Q4 2015Q1 20176
Stratos Wealth Advisors, LLC 510.02%0.02%0.02%Q2 2021Q4 20226
McAdam, LLC 660.01%0.10%0.26%Q2 2017Q3 20186
Meritage Group LP 662.74%3.28%3.66%Q4 2014Q1 20166
Industrial Alliance Investment Management Inc. 660.05%0.05%0.06%Q4 2021Q1 20236
Benson Investment Management Company, Inc. 421.85%2.17%2.42%Q1 2018Q1 20206
PRIVATE ASSET MANAGEMENT INC 330.03%0.43%0.88%Q4 2014Q3 20176
Smith Affiliated Capital Corp. 660.03%0.11%0.16%Q3 2014Q4 20156
FORT, L.P. 660.00%0.07%0.11%Q3 2018Q4 20196
CAPE ANN SAVINGS BANK 660.28%0.52%0.62%Q4 2014Q1 20166
Keudell/Morrison Wealth Management 660.09%0.13%0.17%Q1 2022Q2 20236
Weiss Multi-Strategy Advisers LLC 310.01%0.08%0.20%Q4 2019Q3 20236
BOK Financial Private Wealth, Inc. 660.00%0.01%0.02%Q4 2021Q1 20236
Yorktown Management & Research Co Inc 660.14%0.16%0.18%Q4 2017Q1 20196
DT Investment Partners, LLC 660.05%0.15%0.22%Q2 2022Q3 20236
American Beacon Advisors, Inc. 661.09%1.32%1.85%Q2 2017Q3 20186
Epoch Investment Partners, Inc. 660.00%0.00%0.00%Q1 2022Q2 20236
Smith & Howard Wealth Management, LLC 310.09%0.14%0.20%Q4 2014Q1 20176
Rock Springs Capital Management LP 660.34%0.78%0.99%Q1 2016Q2 20176
VICUS CAPITAL 660.04%0.05%0.06%Q3 2016Q4 20176
PartnerRe Asset Management CORP 660.22%0.25%0.26%Q4 2014Q1 20166
Ahrens Investment Partners LLC 310.00%0.06%0.14%Q3 2017Q1 20236
Miura Global Management 662.24%3.88%5.65%Q1 2015Q2 20166
BAILARD, INC. 660.02%0.02%0.03%Q2 2018Q3 20196
Arthur Zaske & Associates, LLC 660.24%0.33%0.49%Q3 2016Q4 20176
GAM SYSTEMATIC LLP 310.00%0.05%0.13%Q1 2015Q2 20176
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 660.13%0.20%0.34%Q2 2016Q3 20176
Founders Capital Management 510.01%0.11%0.14%Q1 2017Q2 20226
USA FINANCIAL FORMULAS 660.00%0.00%0.00%Q2 2021Q3 20226
Clear Perspective Advisors, LLC 660.00%0.00%0.00%Q4 2016Q1 20186
Arrow Capital Management, LLC 663.84%7.94%14.94%Q4 2014Q1 20166
OXFORD FINANCIAL GROUP, LTD. LLC 310.02%0.04%0.06%Q1 2020Q4 20216
Perceptive Advisors 660.13%0.19%0.26%Q4 2014Q1 20166
Portman Square Capital LLP 220.05%0.16%0.30%Q4 2022Q1 20236
Carnick & Kubik, LLC 660.20%0.43%0.53%Q4 2014Q1 20166
TOWLE & CO 660.04%0.08%0.10%Q1 2022Q2 20236
Ninety One UK Ltd 550.00%0.01%0.01%Q4 2020Q4 20215
Stuart Chaussee & Associates, Inc. 550.01%0.99%4.91%Q4 2015Q4 20165
TD Securities (USA) LLC 550.15%0.30%0.40%Q1 2015Q1 20165
Advisory Alpha, LLC 310.01%0.01%0.03%Q1 2019Q3 20205
Stevens First Principles Investment Advisors 550.01%0.07%0.13%Q4 2014Q4 20155
Y-Intercept (Hong Kong) Ltd 210.04%0.25%0.66%Q4 2020Q4 20225
AlphaMark Advisors, LLC 550.00%0.01%0.02%Q3 2021Q3 20225
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 310.00%0.04%0.09%Q4 2019Q1 20225
Cadence Bank 410.03%0.05%0.10%Q4 2020Q2 20235
Saturna Capital CORP 550.00%0.00%0.01%Q4 2014Q4 20155
Wolf Group Capital Advisors 550.18%0.23%0.30%Q1 2015Q1 20165
AlphaStar Capital Management, LLC 550.03%0.04%0.07%Q1 2022Q1 20235
Clearstead Trust, LLC 550.07%0.14%0.18%Q3 2022Q3 20235
E&G Advisors, LP 550.09%0.13%0.15%Q4 2017Q4 20185
JOYN Advisors, Inc. 550.01%0.03%0.04%Q4 2017Q4 20185
Colonial Trust Co / SC 550.01%0.04%0.05%Q3 2022Q3 20235
ADVISOR PARTNERS II, LLC 550.02%0.03%0.05%Q3 2022Q3 20235
GIOVINE CAPITAL GROUP LLC 553.54%3.82%4.08%Q4 2014Q4 20155
Mount Lucas Management LP 551.10%1.26%1.46%Q1 2019Q1 20205
Meridian Wealth Management, LLC 210.02%0.15%0.31%Q4 2016Q2 20235
Virtus Investment Advisers, Inc. 410.05%0.14%0.48%Q3 2016Q4 20175
TRUST CO OF OKLAHOMA 550.10%0.12%0.13%Q4 2014Q4 20155
Kovitz Investment Group, LLC 550.94%1.59%2.91%Q4 2014Q4 20155
Perennial Advisors, LLC 550.02%0.03%0.03%Q4 2016Q4 20175
WEATHERLY ASSET MANAGEMENT L. P. 550.05%0.07%0.09%Q4 2017Q4 20185
ARKANSAS FINANCIAL GROUP, INC. 320.11%0.12%0.13%Q4 2014Q1 20165
Roof Eidam Maycock Peralta, LLC 550.66%0.82%0.90%Q1 2018Q1 20195
HERITAGE WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q2 2021Q4 20225
REYNOLDS CAPITAL MANAGEMENT LLC 550.19%0.46%0.83%Q1 2015Q1 20165
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 310.00%0.20%0.42%Q2 2016Q1 20215
Minneapolis Portfolio Management Group, LLC 552.56%2.87%3.23%Q1 2021Q1 20225
TANAKA CAPITAL MANAGEMENT INC 551.06%1.36%1.64%Q1 2015Q1 20165
AVIANCE CAPITAL MANAGEMENT, LLC 210.00%0.09%0.43%Q4 2014Q1 20195
Cinctive Capital Management LP 310.10%0.19%0.37%Q4 2019Q3 20225
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 550.01%0.01%0.01%Q2 2016Q2 20175
Quantitative Systematic Strategies LLC 310.07%0.15%0.31%Q3 2015Q3 20205
CenturyLink Investment Management Co 410.14%0.17%0.18%Q4 2014Q1 20165
Kore Private Wealth LLC 320.02%0.03%0.04%Q4 2018Q2 20205
SAMLYN CAPITAL, LLC 310.12%0.62%1.62%Q4 2014Q3 20215
Icon Wealth Partners, LLC 410.01%0.04%0.11%Q4 2017Q1 20195
MAZAMA CAPITAL MANAGEMENT INC 550.18%0.27%0.53%Q4 2014Q4 20155
High Net Worth Advisory Group LLC 550.01%0.02%0.03%Q4 2021Q4 20225
Egerton Capital (UK) LLP 410.73%2.03%4.19%Q4 2014Q1 20165
Zweig-DiMenna Associates LLC 551.00%1.43%1.88%Q3 2015Q3 20165
Lebenthal Asset Management, LLC 551.15%1.53%2.84%Q1 2016Q1 20175
Laidlaw Wealth Management LLC 320.04%0.04%0.04%Q4 2021Q1 20235
Galibier Capital Management Ltd. 552.91%5.29%7.08%Q4 2018Q4 20195
GARGOYLE INVESTMENT ADVISOR L.L.C. 550.86%1.12%1.68%Q4 2017Q4 20185
CRAMER ROSENTHAL MCGLYNN LLC 550.40%0.66%0.95%Q4 2014Q4 20155
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
Horan Capital Advisors, LLC. 210.01%0.02%0.03%Q3 2017Q3 20205
Campbell & CO Investment Adviser LLC 210.04%0.18%0.47%Q3 2018Q3 20235
Wealth Quarterback LLC 210.05%0.15%0.46%Q4 2019Q3 20215
Acrospire Investment Management LLC 410.01%0.06%0.19%Q1 2016Q2 20175
Employers Holdings, Inc. 410.16%0.23%0.31%Q3 2019Q1 20215
SS&H Financial Advisors, Inc. 550.31%0.59%0.68%Q1 2022Q1 20235
Advanced Asset Management Advisors Inc 320.27%0.39%0.48%Q4 2017Q1 20195
QUEST CAPITAL MANAGEMENT INC /ADV 550.05%0.06%0.07%Q4 2020Q4 20215
Horan Securities, Inc. 550.01%0.01%0.02%Q2 2022Q2 20235
Livingston Group Asset Management CO (operating as Southport Capital Management) 210.06%0.11%0.13%Q1 2015Q3 20185
Kaizen Advisory, LLC 550.04%0.07%0.11%Q4 2017Q4 20185
Contrarius Investment Management Ltd 550.06%0.48%0.88%Q3 2020Q3 20215
Wealthspire Advisors, LLC 210.01%0.01%0.02%Q4 2018Q4 20215
HB Wealth Management, LLC 410.00%0.00%0.01%Q4 2021Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.12%0.14%0.17%Q4 2016Q4 20175
SCOPUS ASSET MANAGEMENT, L.P. 220.43%0.72%1.66%Q1 2016Q2 20165
TIEDEMANN ADVISORS, LLC 550.03%0.09%0.17%Q3 2016Q3 20175
Fox Point Capital Management LLC 552.93%4.61%7.39%Q1 2015Q1 20165
Traynor Capital Management, Inc. 410.03%0.21%0.30%Q3 2019Q4 20215
NATIONAL PENN INVESTORS TRUST CO /PA 552.23%2.35%2.45%Q1 2015Q1 20165
Financial Management Professionals, Inc. 210.00%0.00%0.00%Q3 2016Q3 20235
CLINTON GROUP INC 550.07%0.30%0.51%Q3 2016Q3 20175
Vivaldi Capital Management LP 550.05%0.12%0.25%Q4 2018Q4 20195
IBERIABANK CORP 550.09%0.20%0.34%Q3 2016Q3 20175
Zullo Investment Group, Inc. 550.07%0.08%0.08%Q4 2021Q4 20225
TWINBEECH CAPITAL LP 210.03%0.16%0.36%Q3 2021Q2 20235
CORRADO ADVISORS, LLC 410.00%1.41%2.47%Q4 2018Q4 20225
Trek Financial, LLC 410.02%0.08%0.13%Q4 2018Q1 20225
Sather Financial Group Inc 550.07%0.10%0.12%Q2 2017Q2 20185
Capital Asset Advisory Services LLC 310.00%0.23%0.51%Q4 2016Q2 20225
Manifold Partners, LLC 550.57%0.86%1.27%Q4 2014Q4 20155
Meridian Financial Partners LLC 550.34%0.36%0.40%Q4 2018Q4 20195
Destiny Wealth Partners, LLC 320.00%0.00%0.00%Q4 2020Q1 20225
PHYSICIANS FINANCIAL SERVICES, INC. 550.15%0.16%0.18%Q4 2015Q4 20165
CINQUE PARTNERS LLC 552.26%2.74%3.84%Q4 2014Q4 20155
Mondrian Investment Partners LTD 550.57%1.21%1.66%Q3 2016Q3 20175
TRAIN BABCOCK ADVISORS LLC 550.07%0.09%0.10%Q4 2014Q4 20155
JMAC ENTERPRISES LLC 550.06%0.12%0.15%Q4 2021Q4 20225
BROOKS, MOORE & ASSOCIATES, INC. 550.28%1.41%1.94%Q4 2018Q4 20195
Lynch Asset Management, Inc. 410.15%0.43%0.63%Q4 2021Q2 20235
Saddle Road Partners, LLC 550.39%0.49%0.73%Q4 2015Q4 20165
AMF Tjanstepension AB 550.03%0.09%0.15%Q4 2014Q4 20155
Steward Financial Group LLC 320.00%0.01%0.01%Q4 2021Q3 20235
Hedges Asset Management LLC 550.19%0.33%0.43%Q4 2021Q4 20225
Altshuler Shaham Ltd 320.00%0.00%0.00%Q3 2019Q3 20225
Evergreen Wealth Solutions, LLC 320.24%0.37%0.44%Q4 2021Q1 20235
Tibra Equities Europe Ltd 210.34%0.73%1.58%Q4 2017Q3 20205
Ranch Capital Advisors Inc. 320.00%0.00%0.01%Q4 2019Q2 20215
Cassady Schiller Wealth Management, LLC 410.01%0.04%0.06%Q4 2021Q3 20235
NORTHWEST INVESTMENT COUNSELORS, LLC 110.00%0.00%0.01%Q3 2019Q1 20235
Gupta Wealth Management LLC 550.02%0.04%0.06%Q1 2015Q1 20165
Core Alternative Capital 410.00%0.00%0.00%Q4 2021Q1 20235
Hillsdale Investment Management Inc. 310.00%0.06%0.10%Q3 2015Q4 20185
Paradigm Financial Advisors, LLC 550.09%0.15%0.19%Q4 2020Q4 20215
Kaizen Financial Strategies 320.24%0.27%0.34%Q4 2020Q1 20225
Kozak & Associates, Inc. 550.00%0.00%0.00%Q3 2022Q3 20235
PARADIGM ASSET MANAGEMENT CO LLC 320.06%0.28%0.63%Q4 2014Q1 20165
Clarus Wealth Advisors 550.01%0.01%0.03%Q2 2018Q2 20195
Econ Financial Services Corp 550.51%1.47%2.45%Q4 2021Q4 20225
CoreCap Advisors, LLC 550.05%0.06%0.08%Q4 2021Q4 20225
Truadvice, LLC 320.05%0.11%0.24%Q4 2020Q2 20235
Apriem Advisors 550.07%0.12%0.14%Q1 2016Q1 20175
CHURCHILL MANAGEMENT Corp 210.01%0.07%0.15%Q2 2015Q2 20215
DRW Securities, LLC 210.00%0.03%0.09%Q4 2017Q1 20235
ANCORA FAMILY WEALTH ADVISORS, LLC 550.15%0.16%0.17%Q3 2015Q3 20165
OneAscent Financial Services LLC 410.13%0.26%0.48%Q2 2019Q3 20205
Alta Advisers Ltd 550.03%0.04%0.04%Q3 2022Q3 20235
Park Avenue Institutional Advisers LLC 550.39%0.41%0.43%Q2 2015Q2 20165
Legal Advantage Investments, Inc. 410.10%0.24%0.33%Q4 2020Q1 20235
SlateStone Wealth, LLC 310.05%0.07%0.09%Q1 2019Q2 20235
CURIAN CAPITAL LLC 550.20%0.23%0.25%Q4 2014Q4 20155
Midwest Professional Planners, LTD. 310.01%0.19%0.73%Q4 2017Q4 20215
BARRETT & COMPANY, INC. 550.00%0.00%0.00%Q3 2022Q3 20235
NS Partners Ltd 320.04%0.30%0.70%Q2 2015Q3 20165
Antipodean Advisors LLC 558.37%11.67%14.12%Q4 2014Q4 20155
Strategic Asset Management, LLC 550.06%0.08%0.10%Q3 2021Q3 20225
Great Point Wealth Advisors, LLC 550.14%0.19%0.26%Q4 2018Q4 20195
THOROUGHBRED FINANCIAL SERVICES, LLC 550.11%0.15%0.28%Q4 2018Q4 20195
RUSSELL FRANK CO/ 550.05%0.07%0.11%Q1 2015Q1 20165
Krane Funds Advisors LLC 550.00%0.01%0.02%Q4 2020Q4 20215
ROMANO BROTHERS AND COMPANY 550.29%0.60%0.79%Q3 2022Q3 20235
Beacon Pointe Wealth Advisors, LLC 550.07%0.10%0.15%Q4 2018Q4 20195
Twelve Points Wealth Management LLC 550.13%0.15%0.16%Q3 2022Q3 20235
Hunter Perkins Capital Management, LLC 550.10%0.12%0.14%Q2 2020Q2 20215
TUCKER ASSET MANAGEMENT LLC 410.00%0.00%0.00%Q4 2020Q2 20235
Brookfield Asset Management 310.01%0.02%0.02%Q4 2020Q4 20225
Pinnacle Summer Investments, Inc. 550.01%0.01%0.01%Q4 2014Q4 20155
DCM Advisors, LLC 550.34%0.40%0.46%Q1 2021Q1 20225
MENTA CAPITAL LLC 320.03%0.16%0.24%Q4 2015Q3 20175
INSIGHT 2811, INC. 320.08%0.13%0.18%Q1 2016Q4 20185
Ohio National Investments, Inc. 550.72%0.74%0.79%Q1 2015Q1 20165
Modera Wealth Management, LLC 210.00%0.04%0.07%Q1 2016Q2 20235
MD Financial Management Inc. 440.00%0.00%0.00%Q4 2020Q3 20214
Wunderlich Capital Managemnt 440.20%0.21%0.23%Q3 2016Q2 20174
AlphaCrest Capital Management LLC 440.10%0.19%0.42%Q4 2018Q3 20194
Sivik Global Healthcare LLC 441.07%1.76%2.61%Q2 2015Q1 20164
Swift Run Capital 440.43%0.47%0.51%Q1 2020Q4 20204
Cypress Capital Management LLC (WY) 310.00%0.02%0.03%Q4 2014Q4 20184
Surevest, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
Financial Enhancement Group LLC 440.03%0.03%0.06%Q1 2018Q4 20184
1 NORTH WEALTH SERVICES LLC 220.00%0.00%0.00%Q4 2018Q4 20194
Sterling Ridge Capital Management LP 211.16%1.97%2.70%Q2 2015Q1 20164
BRASADA CAPITAL MANAGEMENT, LP 440.00%0.00%0.00%Q4 2017Q3 20184
Index Management Solutions, LLC 440.01%0.03%0.04%Q4 2014Q3 20154
Perpetual Investment Management Ltd 440.04%0.06%0.07%Q4 2020Q3 20214
Klingman & Associates, LLC 440.02%0.03%0.03%Q1 2022Q4 20224
Cornerstone Financial Partners, LLC 440.12%0.17%0.24%Q4 2015Q3 20164
Edge Wealth Management LLC 440.01%0.03%0.08%Q2 2018Q1 20194
Braver Wealth Management, LLC 440.12%0.12%0.12%Q1 2016Q4 20164
Knowledge Leaders Capital, LLC 440.46%0.53%0.59%Q2 2020Q1 20214
PZENA INVESTMENT MANAGEMENT LLC 310.00%0.00%0.01%Q1 2020Q1 20214
MARINER INDEPENDENT ADVISOR NETWORK, LLC 210.02%0.07%0.21%Q4 2014Q3 20214
Invictus RG Pte. Ltd. 440.02%0.05%0.07%Q4 2014Q3 20154
Baader Bank Aktiengesellschaft 210.03%0.22%0.72%Q4 2021Q3 20234
Madden Advisory Services, Inc. 210.01%0.01%0.01%Q4 2014Q1 20174
Nadler Financial Group, Inc. 440.04%0.04%0.05%Q2 2022Q1 20234
Copeland Capital Management, LLC 310.00%0.12%0.49%Q2 2016Q2 20194
Triangle Securities Wealth Management 440.08%0.10%0.12%Q3 2022Q2 20234
Hunting Hill Global Capital, LLC 220.06%0.06%0.06%Q1 2021Q2 20214
Independent Order of Foresters 440.29%0.33%0.37%Q3 2018Q2 20194
InterOcean Capital, LLC 440.09%0.09%0.11%Q1 2018Q4 20184
JGP Global Gestao de Recursos Ltda. 440.05%0.17%0.39%Q1 2016Q4 20164
PagnatoKarp Partners LLC 440.06%0.07%0.07%Q4 2016Q3 20174
Adalta Capital Management LLC 440.03%0.06%0.11%Q4 2022Q3 20234
Wall Capital Group, Inc. 440.01%0.01%0.02%Q1 2017Q4 20174
Global Financial Private Capital, Inc 210.00%0.01%0.01%Q1 2017Q2 20194
Franklin, Parlapiano, Turner & Welch, LLC 440.02%0.02%0.02%Q2 2016Q1 20174
CLEAR STREET LLC 220.01%0.06%0.11%Q2 2023Q3 20234
Strategic Wealth Partners, Ltd. 440.20%0.33%0.48%Q2 2022Q1 20234
Absolute Return Capital, LLC 440.08%0.43%0.80%Q4 2014Q3 20154
ROOSEVELT INVESTMENT GROUP LLC 440.01%0.02%0.02%Q4 2021Q3 20224
Demars Financial Group, LLC 440.13%0.13%0.14%Q1 2021Q4 20214
MID CONTINENT CAPITAL LLC/IL 440.04%0.08%0.13%Q4 2014Q3 20154
Axiom Investment Management LLC 440.68%0.80%0.96%Q4 2018Q3 20194
Nikulski Financial, Inc. 220.21%0.23%0.25%Q4 2017Q4 20184
BHF Kleinwort Benson Group S.A. 440.04%0.48%0.71%Q2 2015Q1 20164
Athanor Capital, LP 210.01%0.05%0.10%Q3 2019Q4 20204
Altman Advisors, Inc. 210.76%1.33%2.35%Q4 2017Q2 20204
Counsel Portfolio Services Inc. 440.02%0.05%0.07%Q4 2014Q3 20154
Hoxton Financial, Inc. 440.01%0.01%0.01%Q4 2014Q3 20154
Burleson & Company, LLC 440.00%0.10%0.37%Q1 2022Q4 20224
Winthrop Partners - WNY, LLC 440.01%0.01%0.02%Q4 2018Q3 20194
Lombard Odier Asset Management (USA) Corp 210.02%0.20%0.71%Q1 2018Q3 20234
Signature Wealth Management Group 440.04%0.04%0.05%Q4 2017Q3 20184
RIVER GLOBAL INVESTORS LLP 310.08%0.25%0.67%Q4 2014Q3 20234
Castleview Partners, LLC 110.00%0.04%0.17%Q2 2021Q2 20234
FORA Capital, LLC 210.08%0.18%0.29%Q4 2019Q4 20224
Old Port Advisors 310.11%0.13%0.15%Q4 2018Q2 20204
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 210.01%0.15%0.46%Q2 2018Q3 20224
440 INVESTMENT GROUP, LLC 442.55%3.00%3.59%Q1 2017Q4 20174
Portfolio Strategies, Inc. 440.00%0.00%0.00%Q4 2017Q3 20184
Ipswich Investment Management Co., Inc. 210.04%0.07%0.10%Q1 2016Q4 20184
Quantinno Capital Management LP 310.03%0.12%0.19%Q1 2019Q2 20224
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 440.36%0.93%1.26%Q4 2014Q3 20154
ELEMENT POINTE ADVISORS, LLC 440.15%0.22%0.26%Q4 2019Q3 20204
Personal Wealth Partners 310.00%0.00%0.00%Q2 2019Q2 20214
GTS SECURITIES LLC 220.01%0.07%0.18%Q2 2023Q3 20234
Gladstone Institutional Advisory LLC 210.02%0.06%0.10%Q1 2020Q2 20234
Semmax Financial Advisors Inc. 220.00%0.06%0.23%Q4 2018Q2 20204
Aspire Private Capital, LLC 310.00%0.01%0.04%Q4 2018Q3 20234
Nalls Sherbakoff Group, LLC 310.01%0.03%0.07%Q4 2018Q3 20234
Human Investing LLC 210.02%0.18%0.65%Q4 2018Q2 20204
OXFORD ASSET MANAGEMENT LLP 310.04%0.08%0.18%Q4 2017Q4 20194
Baker Avenue Asset Management, LP 440.00%0.00%0.00%Q4 2022Q3 20234
KMG FIDUCIARY PARTNERS, LLC 440.09%0.13%0.16%Q1 2022Q4 20224
Integral Health Asset Management, LLC 210.51%0.97%1.61%Q1 2020Q3 20234
Golden State Wealth Management, LLC 210.01%0.02%0.02%Q2 2019Q3 20204
Woodline Partners LP 220.08%0.57%1.65%Q1 2020Q2 20214
DECADE CAPITAL MANAGEMENT LLC 330.81%1.55%2.10%Q1 2015Q3 20154
Trust CO of the Ozarks 440.16%0.18%0.21%Q4 2014Q3 20154
PYA Waltman Capital, LLC 440.00%0.00%0.00%Q4 2021Q3 20224
SkyOak Wealth, LLC 210.06%0.07%0.08%Q4 2019Q1 20234
Investors Financial Group, LLC 440.14%0.16%0.17%Q1 2021Q4 20214
AXS Investments LLC 440.31%0.35%0.36%Q2 2022Q1 20234
AMERICAN NATIONAL BANK & TRUST CO /VA/ 440.98%1.05%1.13%Q1 2015Q4 20154
HBC Financial Services, PLLC 440.00%0.06%0.23%Q3 2020Q2 20214
FNY Managed Accounts LLC 440.01%0.15%0.41%Q1 2017Q4 20174
FSA Wealth Management LLC 310.03%0.05%0.06%Q4 2019Q4 20204
TAMRO Capital Partners LLC 440.12%0.14%0.16%Q4 2014Q3 20154
Hudson Bay Capital Management LP 110.01%0.11%0.29%Q4 2016Q1 20194
Aaron Wealth Advisors LLC 440.05%0.07%0.10%Q4 2021Q3 20224
L & S Advisors Inc 210.07%0.16%0.44%Q2 2016Q4 20224
AM INVESTMENT STRATEGIES LLC 440.06%0.46%0.86%Q1 2021Q4 20214
OCCUDO QUANTITATIVE STRATEGIES LP 220.05%0.10%0.16%Q1 2021Q2 20224
WFA of San Diego, LLC 210.02%0.02%0.03%Q2 2022Q3 20234
Arlington Partners LLC 440.02%0.02%0.02%Q3 2021Q2 20224
B. Metzler seel. Sohn & Co. Holding AG 440.01%0.02%0.02%Q4 2020Q3 20214
qPULA Trading Management LP 220.44%0.84%1.38%Q4 2020Q2 20224
OFI Advisors LLC 440.39%0.41%0.46%Q4 2014Q3 20154
BENNETT LAWRENCE MANAGEMENT L L C/NY 440.14%0.16%0.18%Q1 2015Q4 20154
Platte River Capital LLC 440.41%0.64%0.78%Q4 2014Q3 20154
Annapolis Financial Services, LLC 440.01%0.01%0.01%Q4 2020Q3 20214
West Oak Capital, LLC 310.00%0.00%0.00%Q3 2020Q3 20224
Forward Management, LLC 440.02%0.02%0.02%Q4 2014Q3 20154
Center For Asset Management LLC 440.33%0.39%0.42%Q2 2022Q1 20234
Thrive Capital Management, LLC 440.15%0.17%0.19%Q3 2022Q2 20234
Better Money Decisions, LLC 310.00%0.02%0.04%Q1 2021Q2 20224
Douglas C. Lane & Associates, Inc. 310.01%0.01%0.01%Q4 2014Q4 20154
Y.D. More Investments Ltd 440.00%0.01%0.01%Q4 2022Q3 20234
COTTONWOOD CAPITAL ADVISORS, LLC 440.42%0.49%0.59%Q4 2021Q3 20224
Pinnacle Financial Group, LLC / IL 310.14%0.19%0.22%Q4 2021Q4 20224
PayPay Securities Corp 440.08%0.16%0.23%Q4 2022Q3 20234
Perfromance Wealth Partners, LLC 310.01%0.01%0.02%Q4 2021Q4 20224
Resurgent Financial Advisors LLC 440.02%0.03%0.04%Q4 2022Q3 20234
Astoria Portfolio Advisors LLC. 440.10%0.13%0.15%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.00%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.11%0.13%0.16%Q4 2022Q3 20234
Capital Group Investment Management Pte. Ltd. 440.05%0.05%0.06%Q4 2022Q3 20234
Corient Private Wealth LLC 440.01%0.02%0.03%Q4 2022Q3 20234
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 220.00%0.00%0.01%Q4 2015Q1 20194
Fortis Capital Advisors, LLC 440.13%0.16%0.17%Q4 2022Q3 20234
Strategic Investment Solutions, Inc. /IL 440.02%0.05%0.10%Q4 2022Q3 20234
Register Financial Advisors LLC 440.01%0.04%0.08%Q4 2022Q3 20234
Forza Wealth Management, LLC 440.36%0.60%0.87%Q4 2022Q3 20234
Auto-Owners Insurance Co 440.04%0.05%0.06%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.02%0.03%0.03%Q4 2022Q3 20234
B.O.S.S. Retirement Advisors, LLC 440.27%0.34%0.45%Q1 2023Q4 20234
Financial Freedom, LLC 440.02%0.03%0.03%Q4 2022Q3 20234
Compass Wealth Management LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Park Place Capital Corp 440.00%0.12%0.17%Q4 2022Q3 20234
Applied Finance Capital Management, LLC 441.32%1.60%1.94%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
LBP AM SA 440.08%0.13%0.17%Q4 2022Q3 20234
Quintet Private Bank (Europe) S.A. 310.00%0.00%0.00%Q2 2022Q3 20234
Farther Finance Advisors, LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Slocum, Gordon & Co LLP 440.74%0.98%1.25%Q4 2022Q3 20234
SENECA CAPITAL INVESTMENTS, L.P. 442.04%2.31%2.82%Q4 2014Q3 20154
CHUBB CORP 440.80%0.88%0.96%Q4 2014Q3 20154
CITY NATIONAL BANK 440.01%0.02%0.02%Q4 2014Q3 20154
Foothills Asset Management, Ltd. 440.49%1.04%1.59%Q2 2017Q1 20184
Fund Evaluation Group, LLC 440.12%0.15%0.18%Q4 2017Q3 20184
Findlay Park Partners LLP 440.55%0.83%1.08%Q4 2014Q3 20154
WestEnd Advisors, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Aris Wealth Services, Inc. 440.04%0.58%0.85%Q4 2014Q3 20154
Hodges Capital Management Inc. 210.03%0.03%0.03%Q4 2014Q3 20234
FIRST HORIZON CORP 440.00%0.44%0.93%Q3 2020Q2 20214
Independent Portfolio Consultants, Inc. 310.00%0.01%0.01%Q1 2015Q2 20174
FRONTIER INVESTMENT MGMT CO 310.98%1.31%1.54%Q4 2014Q1 20164
CALDWELL SUTTER CAPITAL, INC. 440.01%0.02%0.03%Q4 2022Q3 20234
Canal Insurance CO 440.10%0.16%0.21%Q4 2022Q3 20234
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 440.00%0.01%0.02%Q1 2017Q4 20174
Destination Wealth Management 310.00%0.00%0.00%Q1 2018Q1 20194
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.00%0.01%0.02%Q3 2018Q4 20194
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.01%0.01%0.01%Q4 2017Q3 20184
RONALD BLUE & CO LLC 440.02%0.02%0.02%Q4 2014Q3 20154
TITLEIST CAPITAL, LLC 440.09%0.10%0.12%Q4 2021Q3 20224
CARDEROCK CAPITAL MANAGEMENT INC 440.11%0.11%0.12%Q1 2015Q4 20154
ARGENT TRUST COMPANY, N.A. 440.94%1.02%1.09%Q4 2014Q3 20154
SOUND SHORE MANAGEMENT INC /CT/ 442.83%2.88%2.92%Q3 2016Q2 20174
COOKSON PEIRCE & CO INC 440.06%0.07%0.08%Q1 2015Q4 20154
DG CAPITAL MANAGEMENT INC 220.13%0.61%1.29%Q4 2014Q3 20164
BAR HARBOR TRUST SERVICES 310.00%2.62%4.32%Q3 2018Q2 20224
TREES INVESTMENT COUNSEL LLC 442.92%3.09%3.29%Q4 2014Q3 20154
PENN DAVIS MCFARLAND INC 440.06%0.08%0.09%Q2 2018Q1 20194
MERITAGE PORTFOLIO MANAGEMENT 440.19%0.23%0.30%Q2 2020Q1 20214
BURKE & HERBERT BANK & TRUST CO 310.21%0.23%0.24%Q1 2016Q3 20174
ELLINGTON MANAGEMENT GROUP LLC 210.05%0.17%0.27%Q3 2015Q3 20194
BAXTER BROS INC 440.04%0.04%0.04%Q3 2021Q2 20224
SMITH ASSET MANAGEMENT GROUP LP 440.00%0.38%0.82%Q3 2018Q2 20194
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
GILDER GAGNON HOWE & CO LLC 440.00%0.01%0.01%Q4 2015Q3 20164
Onex Canada Asset Management Inc. 442.15%2.44%2.71%Q1 2016Q4 20164
StoneX Group Inc. 310.14%0.23%0.36%Q2 2017Q4 20224
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 440.02%0.02%0.02%Q1 2016Q4 20164
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC 441.31%1.44%1.52%Q4 2014Q3 20154
FIR TREE CAPITAL MANAGEMENT LP 444.57%5.34%6.22%Q1 2016Q4 20164
Tufton Capital Management 440.06%0.08%0.12%Q3 2021Q2 20224
PUZO MICHAEL J 440.13%0.14%0.14%Q1 2015Q4 20154
FOSTER DYKEMA CABOT & CO INC/MA 440.07%0.08%0.09%Q3 2016Q2 20174
J.P. Turner & Co Capital Mnagement, LLC 441.40%1.60%1.91%Q4 2014Q3 20154
Lexington Partners L.P. 44100.00%100.00%100.00%Q4 2015Q3 20164
Graticule Asia Macro Advisors LLC 220.01%0.05%0.12%Q4 2016Q3 20184
PALLADIEM, LLC 440.05%0.06%0.10%Q4 2014Q3 20154
FCF Advisors LLC 210.92%1.04%1.19%Q4 2014Q4 20184
EverPoint Asset Management, LLC 440.05%0.10%0.22%Q2 2015Q1 20164
Pinnacle Wealth Management Advisory Group, LLC 220.03%0.05%0.07%Q3 2020Q1 20234
CKW FINANCIAL GROUP 310.00%0.01%0.02%Q4 2014Q4 20154
Vilas Fund, LP 444.34%8.11%9.92%Q4 2018Q3 20194
CAHILL FINANCIAL ADVISORS INC 440.15%0.17%0.20%Q2 2018Q1 20194
SOUTH GEORGIA CAPITAL, LLC 440.03%0.04%0.05%Q4 2014Q3 20154
NEW YORK LIFE TRUST CO 440.10%0.18%0.34%Q2 2016Q1 20174
Summit Financial Wealth Advisors, LLC 440.09%0.13%0.19%Q4 2015Q3 20164
BFSG, LLC 330.41%0.72%0.92%Q1 2019Q3 20193
DAYMARK WEALTH PARTNERS, LLC 210.02%0.03%0.05%Q4 2022Q3 20233
RFP Financial Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Thematics Asset Management 330.17%0.23%0.28%Q4 2022Q2 20233
Vestpro Financial Partners, Inc. dba CPF Texas 210.14%0.25%0.32%Q4 2017Q3 20183
Tuscan Ridge Asset Management LLC 220.01%0.08%0.22%Q2 2019Q3 20193
CLARK ESTATES INC/NY 210.76%1.69%2.51%Q1 2018Q2 20223
Red Door Wealth Management, LLC 210.01%0.02%0.02%Q1 2020Q2 20213
180 WEALTH ADVISORS, LLC 330.11%0.13%0.17%Q4 2017Q2 20183
Householder Group Estate & Retirement Specialist, LLC 110.00%0.00%0.01%Q3 2022Q3 20233
Prana Capital Management, LP 330.14%0.64%0.97%Q4 2022Q2 20233
Leonard Capital Management, Inc. 330.79%1.06%1.19%Q4 2014Q2 20153
ICA Group Wealth Management, LLC 330.01%0.03%0.04%Q4 2022Q2 20233
Revisor Wealth Management LLC 330.19%0.21%0.23%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.02%0.02%0.03%Q1 2023Q3 20233
Acorn Wealth Advisors, LLC 330.05%0.06%0.07%Q4 2017Q2 20183
Cercano Management LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Tradewinds, LLC. 210.12%0.13%0.15%Q2 2022Q2 20233
Tanager Wealth Management LLP 210.06%0.15%0.21%Q4 2021Q4 20223
Arden Trust Co 210.02%0.06%0.09%Q1 2020Q4 20233
Finer Wealth Management, Inc. 330.18%0.24%0.30%Q1 2023Q3 20233
Requisite Capital Management, LLC 330.21%0.24%0.29%Q2 2019Q4 20193
TFS CAPITAL LLC 330.10%0.13%0.17%Q4 2016Q2 20173
Csenge Advisory Group 330.00%0.10%0.19%Q1 2018Q3 20183
Parametrica Management Ltd 110.23%0.40%0.54%Q4 2016Q4 20183
Carmel Capital Partners, LLC 330.04%0.06%0.08%Q1 2023Q3 20233
Strengthening Families & Communities, LLC 210.00%0.00%0.00%Q4 2021Q3 20233
GANTZERT INVESTMENT CO LLC /ADV 331.90%2.21%2.55%Q4 2018Q2 20193
RPg Family Wealth Advisory, LLC 330.01%0.02%0.05%Q1 2016Q3 20163
Camelot Portfolios, LLC 330.12%0.14%0.16%Q3 2018Q1 20193
SageView Advisory Group, LLC 330.01%0.02%0.02%Q4 2022Q2 20233
Renasant Bank 210.15%0.20%0.22%Q1 2022Q4 20223
KARLINSKI ANDREW C 330.00%0.02%0.06%Q4 2021Q2 20223
Nilsine Partners, LLC 330.05%0.07%0.09%Q1 2023Q3 20233
Mystic Asset Management, Inc. 330.14%0.15%0.16%Q4 2021Q2 20223
Partnervest Advisory Services LLC 330.17%0.17%0.18%Q2 2018Q4 20183
Peterson Financial Group, Inc. 330.46%0.57%0.65%Q1 2023Q3 20233
OAK HARBOR WEALTH PARTNERS, LLC 330.08%0.09%0.09%Q3 2022Q1 20233
Gallagher Fiduciary Advisors, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.02%0.03%0.04%Q4 2017Q3 20183
Iguana Healthcare Management, LLC 210.51%1.23%1.73%Q2 2016Q1 20173
TCG Advisors, LP 210.14%0.15%0.16%Q1 2019Q4 20193
LGT Group Foundation 330.03%0.06%0.08%Q4 2021Q2 20223
Fulcrum Capital LLC 210.10%0.11%0.13%Q4 2017Q3 20183
Monument Capital Management 330.01%0.01%0.02%Q1 2018Q3 20183
Integrated Advisors Network LLC 210.01%0.09%0.21%Q2 2022Q1 20233
V Wealth Advisors LLC 110.03%0.24%0.65%Q2 2017Q1 20213
China Universal Asset Management Co., Ltd. 330.00%0.01%0.02%Q1 2023Q3 20233
Sepio Capital, LP 210.05%0.14%0.33%Q4 2019Q2 20213
MCMILLION CAPITAL MANAGEMENT INC 210.05%0.06%0.08%Q2 2022Q2 20233
BIVIN & ASSOCIATES, INC. 330.01%0.02%0.02%Q4 2021Q2 20223
Ballew Advisors, Inc 330.06%0.07%0.08%Q1 2018Q3 20183
AXXCESS WEALTH MANAGEMENT, LLC 210.02%0.08%0.20%Q4 2021Q2 20233
WEDGE CAPITAL MANAGEMENT L L P/NC 330.11%0.11%0.12%Q4 2014Q2 20153
Missouri Trust & Investment Co 330.00%0.00%0.01%Q4 2021Q2 20223
Tamarack Advisers, LP 212.29%4.00%5.04%Q3 2016Q2 20173
Oak Grove Capital LLC 330.10%0.26%0.34%Q4 2021Q2 20223
AFFINITY INVESTMENT ADVISORS, LLC 330.43%0.50%0.57%Q1 2023Q3 20233
TEXAS CAPITAL BANCSHARES INC/TX 330.13%0.15%0.18%Q1 2015Q3 20153
LAKE STREET ADVISORS GROUP, LLC 330.02%0.05%0.06%Q4 2017Q2 20183
Jaffetilchin Investment Partners, LLC 110.03%0.08%0.12%Q4 2015Q1 20223
Kessler Investment Group, LLC 330.55%0.60%0.71%Q1 2023Q3 20233
Healthcare Value Capital, LLC 211.92%4.11%5.41%Q3 2019Q2 20203
Confluence Wealth Services, Inc. 330.08%0.09%0.12%Q4 2021Q2 20223
TILIA FIDUCIARY PARTNERS, INC. 330.03%0.07%0.09%Q4 2022Q2 20233
NTB Financial Corp 330.49%0.51%0.54%Q4 2021Q2 20223
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q2 2018Q3 20233
17 CAPITAL PARTNERS, LLC 330.55%0.57%0.59%Q2 2021Q4 20213
LANSDOWNE PARTNERS (UK) LLP 330.01%0.01%0.01%Q4 2016Q2 20173
FIRST NEW YORK SECURITIES LLC /NY 210.01%0.03%0.06%Q4 2014Q1 20163
PRW Wealth Management LLC 210.02%0.18%0.48%Q4 2018Q2 20213
Aptus Capital Advisors, LLC 210.01%0.03%0.07%Q4 2018Q4 20223
Quilter Investors LTD 332.07%2.78%3.88%Q4 2018Q2 20193
HighMark Wealth Management LLC 330.00%0.00%0.01%Q4 2019Q2 20203
Coatue Management 210.02%0.60%0.94%Q2 2015Q4 20193
Minot Wealth Management LLC 330.10%0.16%0.22%Q1 2021Q3 20213
Spotlight Asset Group, Inc. 110.01%0.04%0.08%Q3 2020Q2 20233
Sage Mountain Advisors LLC 330.03%0.03%0.04%Q2 2021Q4 20213
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 330.03%0.04%0.05%Q2 2016Q4 20163
Standard Family Office LLC 330.00%0.00%0.00%Q4 2020Q2 20213
Garda Capital Partners LP 210.01%0.02%0.03%Q4 2022Q3 20233
Hosking & Co Ltd 330.06%0.07%0.07%Q4 2014Q2 20153
DC Investments Management, LLC 210.12%0.19%0.30%Q4 2017Q3 20203
EQUITEC PROPRIETARY MARKETS, LLC 110.02%0.04%0.08%Q4 2014Q1 20223
Cynosure Group, LLC 330.13%0.14%0.15%Q2 2019Q4 20193
MANAGED ACCOUNT ADVISORS LLC 330.04%0.04%0.05%Q4 2014Q2 20153
Centennial Wealth Advisory LLC 330.14%0.17%0.18%Q1 2023Q3 20233
Highmount Capital, LLC 330.12%0.13%0.14%Q4 2014Q2 20153
Principal Street Partners, LLC 331.11%1.20%1.39%Q1 2020Q3 20203
CFM WEALTH PARTNERS LLC 330.01%0.02%0.02%Q4 2019Q2 20203
All Season Financial Advisors, Inc. 110.26%0.28%0.31%Q2 2021Q4 20223
Bach Option Ltd 220.62%0.64%0.66%Q3 2017Q4 20173
Berkeley Capital Partners, LLC 330.10%0.20%0.26%Q4 2021Q2 20223
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 210.17%0.46%0.82%Q1 2018Q4 20183
Bristlecone Advisors, LLC 210.04%0.11%0.16%Q4 2015Q3 20173
CAZ INVESTMENTS LP 330.87%1.20%1.49%Q4 2014Q2 20153
Kelman-Lazarov, Inc. 330.01%0.01%0.02%Q1 2016Q3 20163
Tavio Capital LLC 339.40%20.14%33.42%Q4 2016Q2 20173
SevenBridge Financial Group, LLC 210.00%0.01%0.02%Q2 2016Q4 20183
PVG ASSET MANAGEMENT CORP 330.98%1.34%1.83%Q4 2017Q2 20183
Enlightenment Research, LLC 110.28%0.83%1.66%Q4 2018Q3 20213
Tesco Pension Investment Ltd 331.66%2.92%3.62%Q3 2016Q1 20173
HARRIS ASSOCIATES L P 330.00%0.00%0.00%Q4 2014Q2 20153
COWEN INC. 330.04%0.05%0.06%Q4 2014Q2 20153
Mach-1 Financial Group, LLC 210.01%0.03%0.06%Q2 2022Q1 20233
Princeton Alpha Management LP 110.04%0.09%0.15%Q1 2015Q1 20163
ADVANCE CAPITAL I INC 210.58%0.80%1.15%Q4 2014Q3 20163
Boston Common Asset Management, LLC 330.50%0.54%0.58%Q4 2021Q2 20223
Laidlaw Group, LLC 330.17%0.18%0.20%Q4 2014Q2 20153
HoyleCohen, LLC 330.02%0.03%0.04%Q1 2021Q3 20213
Paragon Wealth Strategies, LLC 330.16%0.24%0.28%Q2 2019Q4 20193
Gideon Capital Advisors, Inc. 110.20%0.38%0.64%Q3 2015Q1 20183
VAUGHAN & Co SECURITIES, INC. 330.30%0.39%0.48%Q1 2023Q3 20233
JACKSON SQUARE CAPITAL, LLC 330.00%0.01%0.01%Q4 2019Q2 20203
Leucadia National 210.01%0.02%0.03%Q1 2016Q1 20233
Bellwether Investment Group, LLC 210.02%0.02%0.03%Q2 2016Q1 20173
LUCUS ADVISORS LLC 210.37%0.41%0.49%Q1 2017Q1 20183
Beacon Financial Advisory LLC 330.46%0.52%0.58%Q4 2019Q2 20203
Bell Rock Capital LLC 210.00%0.03%0.04%Q1 2018Q1 20193
Filbrandt Wealth Management, LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Sageworth Trust Co 110.00%0.00%0.00%Q4 2017Q2 20203
Hutchin Hill Capital, LP 210.01%0.02%0.02%Q4 2016Q3 20173
MONTAGE INVESTMENTS, LLC 332.57%3.12%3.47%Q1 2016Q3 20163
Valmark Advisers, Inc. 330.00%0.01%0.01%Q4 2020Q2 20213
WHITEBOX ADVISORS LLC 330.01%0.18%0.35%Q1 2015Q3 20153
Column Capital Advisors, LLC 330.00%0.00%0.00%Q4 2019Q2 20203
DELTEC ASSET MANAGEMENT LLC 330.21%0.60%0.90%Q1 2016Q3 20163
U S GLOBAL INVESTORS INC 330.24%0.29%0.32%Q1 2016Q3 20163
GLG Partners LP 210.05%0.14%0.30%Q4 2015Q4 20173
Pathway Financial Advisors LLC 330.04%0.04%0.05%Q4 2017Q2 20183
ALETHEA CAPITAL MANAGEMENT, LLC 110.58%0.73%1.01%Q1 2019Q2 20223
Apex Capital Management 330.01%0.05%0.08%Q3 2015Q1 20163
Clearwater Capital Advisors, LLC 210.03%0.06%0.08%Q2 2016Q1 20183
Cognios Capital, LLC 110.66%0.74%0.86%Q4 2018Q1 20203
EDMOND DE ROTHSCHILD (SUISSE) S.A. 330.01%0.01%0.02%Q1 2016Q3 20163
DRIEHAUS CAPITAL MANAGEMENT LLC 330.03%0.03%0.04%Q2 2018Q4 20183
Samalin Investment Counsel, LLC 210.11%0.13%0.15%Q4 2019Q2 20213
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
BECK CAPITAL MANAGEMENT, LLC 330.53%0.55%0.58%Q4 2014Q2 20153
SCHALLER INVESTMENT GROUP INC 210.13%1.79%5.10%Q1 2015Q2 20183
Thrive Wealth Management, LLC 210.10%0.11%0.12%Q4 2021Q1 20233
First Dallas Securities Inc. 330.21%0.31%0.38%Q4 2022Q2 20233
Artemis Wealth Advisors, LLC 210.00%0.00%0.00%Q4 2021Q3 20223
Coppell Advisory Solutions LLC 210.02%0.02%0.03%Q4 2022Q3 20233
AEGON ASSET MANAGEMENT UK PLC 210.02%0.03%0.04%Q2 2015Q2 20173
Mawer Investment Management Ltd. 330.24%0.40%0.48%Q4 2014Q2 20153
Woodson Capital Management, LP 221.65%1.96%2.56%Q1 2018Q2 20183
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
H2O AM LLP 210.19%0.25%0.36%Q4 2018Q1 20203
Engrave Wealth Partners LLC 330.03%0.04%0.04%Q4 2019Q2 20203
FolioMetrix LLC 330.07%0.10%0.12%Q4 2014Q2 20153
Sowa Financial Group, Inc. 330.01%0.01%0.01%Q4 2019Q2 20203
HighVista Strategies LLC 210.28%0.40%0.60%Q4 2015Q1 20193
BANBURY PARTNERS LLC 335.26%5.64%5.99%Q3 2015Q1 20163
1776 Wealth LLC 330.01%0.03%0.05%Q4 2019Q2 20203
OSTRUM ASSET MANAGEMENT 330.13%0.15%0.16%Q1 2023Q3 20233
TrueWealth Advisors, LLC 330.10%0.11%0.12%Q4 2022Q2 20233
Peachtree Investment Advisors, Inc. 330.13%0.15%0.16%Q4 2014Q2 20153
Regent Peak Wealth Advisors LLC 330.06%0.07%0.08%Q4 2020Q2 20213
CIDEL ASSET MANAGEMENT INC 330.09%0.11%0.12%Q4 2014Q2 20153
Financial Gravity Companies, Inc. 210.05%0.08%0.10%Q4 2017Q4 20183
Pineno Levin & Ford Asset Management, Inc. 330.14%0.14%0.14%Q4 2014Q2 20153
Clark Capital Management Group, Inc. 210.00%0.47%0.97%Q1 2018Q2 20193
Hartford Financial Management Inc. 330.01%0.01%0.01%Q2 2019Q4 20193
Regis Management CO LLC 330.06%0.06%0.07%Q3 2016Q1 20173
Synergy Asset Management, LLC 330.55%0.69%0.96%Q3 2022Q1 20233
TLP GROUP LLC 210.08%0.15%0.19%Q3 2016Q3 20173
Lauer Wealth, LLC 330.87%1.14%1.44%Q1 2023Q3 20233
First County Bank /CT/ 330.52%0.58%0.65%Q4 2022Q2 20233
Kathmere Capital Management, LLC 210.01%0.04%0.08%Q4 2019Q4 20203
Koss-Olinger Consulting, LLC 330.22%0.38%0.50%Q1 2021Q3 20213
Virtus ETF Advisers LLC 330.02%0.02%0.03%Q4 2017Q2 20183
Consolidated Portfolio Review Corp 330.09%0.14%0.18%Q1 2023Q3 20233
STF Management LP 210.16%0.24%0.31%Q4 2022Q3 20233
Lake Point Wealth Management 330.00%0.00%0.00%Q4 2018Q2 20193
Invenomic Capital Management LP 330.17%0.28%0.42%Q1 2023Q3 20233
Round Table Services, LLC 330.08%0.10%0.11%Q4 2016Q2 20173
Glass Jacobson Investment Advisors llc 210.00%0.00%0.01%Q4 2022Q3 20233
Capitol Family Office, Inc. 331.60%2.14%2.52%Q4 2021Q2 20223
Prentice Wealth Management LLC 330.02%0.03%0.03%Q1 2021Q3 20213
Meeder Advisory Services, Inc. 330.04%0.05%0.05%Q4 2022Q2 20233
Richard W. Paul & Associates, LLC 330.01%0.01%0.01%Q4 2022Q2 20233
Advisor Resource Council 110.02%0.03%0.04%Q2 2021Q2 20223
Invst, LLC 330.07%0.09%0.11%Q4 2021Q2 20223
Trifecta Capital Advisors, LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Northern Financial Advisors Inc 210.18%0.46%0.68%Q4 2022Q3 20233
Keebeck Wealth Management, LLC 110.05%0.06%0.06%Q4 2019Q2 20202
Claro Advisors LLC 110.00%0.08%0.15%Q4 2018Q4 20182
OLD MISSION CAPITAL LLC 110.02%0.02%0.02%Q4 2017Q4 20182
Alpha Quant Advisors, LLC 221.50%1.59%1.67%Q4 2018Q1 20192
MQS Management LLC 220.18%0.24%0.30%Q3 2022Q4 20222
Oxinas Partners Wealth Management LLC 220.24%0.26%0.28%Q3 2022Q4 20222
Atlas Principals, LLC 111.07%1.28%1.50%Q4 2019Q4 20192
Intrua Financial, LLC 220.05%0.05%0.06%Q4 2022Q1 20232
Soviero Asset Management, LP 112.41%3.38%4.34%Q2 2021Q4 20212
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20232
ABSOLUTE CAPITAL MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2021Q3 20222
Nachman Norwood & Parrott, Inc 110.01%0.03%0.04%Q4 2018Q3 20202
Silicon Valley Community Foundation 220.03%0.03%0.04%Q1 2022Q2 20222
Argentus Capital Management, LLC 220.01%0.02%0.03%Q3 2015Q4 20152
Cordant, Inc. 110.00%0.01%0.01%Q2 2021Q1 20222
Green Owl Capital Management, LLC 110.51%2.35%4.18%Q3 2015Q3 20152
Planned Solutions, Inc. 220.04%0.04%0.04%Q3 2020Q4 20202
Gyrus Investment Management Inc. 221.56%1.63%1.70%Q4 2014Q1 20152
PURA VIDA INVESTMENTS, LLC 221.58%1.78%1.98%Q3 2017Q4 20172
ClariVest Asset Management LLC 110.00%0.00%0.00%Q1 2021Q3 20232
TAP Consulting, LLC 110.00%0.25%0.49%Q3 2019Q4 20212
FIDUCIARY SERVICES CORP/GA 220.18%0.20%0.21%Q4 2014Q1 20152
GoalVest Advisory LLC 220.00%0.01%0.02%Q1 2022Q2 20222
Watchman Group, Inc. 221.40%1.45%1.50%Q4 2019Q1 20202
York Capital Management Global Advisors, LLC 221.22%1.75%2.29%Q3 2016Q4 20162
Clearview Wealth Advisors LLC 110.00%0.00%0.00%Q4 2020Q3 20212
Machina Capital S.A.S. 110.43%0.48%0.54%Q3 2021Q4 20222
TKG Advisors, LLC 220.14%0.14%0.15%Q2 2023Q3 20232
Latitude Advisors, LLC 220.15%0.15%0.15%Q1 2023Q2 20232
San Luis Wealth Advisors LLC 110.08%0.09%0.10%Q1 2022Q1 20232
ShoreHaven Wealth Partners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Golden State Equity Partners 220.16%0.31%0.46%Q1 2021Q2 20212
SSI INVESTMENT MANAGEMENT LLC 220.02%0.03%0.05%Q4 2014Q1 20152
True Link Financial Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
ISLAY CAPITAL MANAGEMENT, LLC 110.03%0.12%0.21%Q4 2019Q2 20202
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.04%0.08%Q4 2020Q3 20222
Valley Brook Capital Group, Inc. 220.01%0.01%0.01%Q4 2020Q1 20212
WESPAC Advisors, LLC 220.75%0.75%0.76%Q1 2016Q2 20162
Stanford Investment Group, Inc. 220.00%0.00%0.00%Q3 2016Q4 20162
Bank of Kentucky, Inc. 221.35%1.50%1.65%Q4 2014Q1 20152
STERNE AGEE GROUP, INC. 220.21%0.22%0.22%Q4 2014Q1 20152
Howard Capital Management Inc. 220.07%0.09%0.10%Q2 2020Q3 20202
Rossmore Private Capital 110.03%0.04%0.06%Q3 2020Q4 20222
AJO, LP 220.02%0.04%0.05%Q1 2020Q2 20202
COERENTE CAPITAL MANAGEMENT 220.04%1.15%2.26%Q1 2021Q2 20212
SeaTown Holdings Pte. Ltd. 220.43%0.46%0.48%Q1 2018Q2 20182
QUANTITATIVE VALUE TECHNOLOGIES, LLC 220.58%0.70%0.81%Q1 2021Q2 20212
Clarity Financial LLC 220.04%0.05%0.05%Q1 2021Q2 20212
Game Creek Capital, LP 220.94%1.50%2.05%Q1 2020Q2 20202
Heartland Bank & Trust Co 220.93%1.00%1.07%Q2 2021Q3 20212
AM Squared Ltd 220.15%0.30%0.44%Q1 2023Q2 20232
STUDIO INVESTMENT MANAGEMENT LLC 220.00%0.00%0.00%Q4 2022Q1 20232
ARROWGRASS CAPITAL PARTNERS LLP 220.57%0.64%0.72%Q2 2017Q3 20172
Arbiter Partners Capital Management LLC 220.08%0.49%0.90%Q2 2018Q3 20182
Vahanian & Associates Financial Planning Inc. 220.44%0.47%0.50%Q4 2021Q1 20222
Smart Portfolios, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Virtue Capital Management, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
LexAurum Advisors, LLC 220.14%0.16%0.18%Q2 2023Q3 20232
American Trust 220.01%0.02%0.02%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Eagle Bluffs Wealth Management LLC 220.21%0.24%0.27%Q4 2021Q1 20222
Holistic Financial Partners 220.04%0.05%0.05%Q4 2017Q1 20182
WealthShield Partners, LLC 220.03%0.03%0.04%Q1 2021Q2 20212
Sandy Cove Advisors, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
BARNES PETTEY FINANCIAL ADVISORS, LLC 220.26%0.27%0.29%Q4 2021Q1 20222
Lavaca Capital LLC 221.96%1.97%1.98%Q2 2019Q3 20192
KENFARB & CO. 220.18%0.20%0.22%Q2 2023Q3 20232
Broad Peak Investment Holdings Ltd. 220.21%0.24%0.27%Q1 2018Q2 20182
Morton Brown Family Wealth, LLC 220.00%0.00%0.00%Q2 2022Q3 20222
Bridgefront Capital, LLC 220.36%0.38%0.40%Q4 2021Q1 20222
CARL STUART INVESTMENT ADVISOR, INC 110.05%0.22%0.40%Q1 2022Q1 20232
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.02%0.02%0.03%Q2 2019Q4 20222
Claraphi Advisory Network, LLC 110.00%0.04%0.08%Q1 2020Q2 20212
LGT Fund Management Co Ltd. 220.26%0.47%0.68%Q4 2021Q1 20222
Psagot Value Holdings Ltd. / (Israel) 220.01%0.02%0.02%Q4 2022Q1 20232
RICHELIEU GESTION SA 221.85%1.86%1.88%Q2 2023Q3 20232
Hutchens & Kramer Investment Management Group, LLC 220.12%0.13%0.15%Q4 2021Q1 20222
Haafor (Singapore) Pte. Ltd. 110.29%0.76%1.23%Q4 2019Q4 20202
Fortitude Advisory Group L.L.C. 220.02%0.02%0.02%Q4 2021Q1 20222
Reynolds Investment Management, Inc. 220.13%0.13%0.14%Q1 2022Q2 20222
Coastwise Capital Group, LLC 220.31%0.31%0.32%Q1 2022Q2 20222
Otter Creek Advisors, LLC 221.88%1.94%2.00%Q3 2016Q4 20162
Fore Capital, LLC 110.13%0.20%0.26%Q1 2019Q1 20192
Pearl River Capital, LLC 110.07%0.08%0.08%Q1 2020Q3 20222
V-Square Quantitative Management LLC 220.03%0.07%0.10%Q2 2023Q3 20232
Cyndeo Wealth Partners, LLC 220.04%0.05%0.06%Q4 2022Q1 20232
INR ADVISORY SERVICES LLC 220.00%0.00%0.00%Q1 2017Q2 20172
Pointe Capital Management LLC 110.00%0.06%0.13%Q4 2016Q1 20232
ELM ADVISORS, LLC 110.01%0.02%0.02%Q3 2018Q4 20202
DREMAN VALUE MANAGEMENT, L L C 220.19%0.22%0.26%Q4 2017Q1 20182
HUTCHENS INVESTMENT MANAGEMENT INC 110.00%0.02%0.03%Q4 2014Q4 20172
MRP Capital Investments, LLC 220.07%0.09%0.10%Q1 2023Q2 20232
INSIGNEO ADVISORY SERVICES, LLC 110.05%0.08%0.11%Q4 2022Q2 20232
Financial Partners Group, LLC 220.44%0.48%0.53%Q2 2023Q3 20232
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Empowered Funds, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
CFO4Life Group, LLC 220.16%0.16%0.16%Q4 2018Q1 20192
Milestone Investment Advisors LLC 110.01%0.01%0.01%Q1 2023Q3 20232
Baron Wealth Management LLC 110.16%0.19%0.22%Q4 2022Q4 20232
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
iA Global Asset Management Inc. 220.03%0.03%0.04%Q2 2023Q3 20232
Imprint Wealth LLC 220.24%0.26%0.27%Q1 2023Q2 20232
ORG Partners LLC 220.00%0.01%0.01%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UNION SAVINGS BANK 220.03%0.03%0.03%Q2 2023Q3 20232
BROWN WEALTH MANAGEMENT, LLC 220.21%0.26%0.30%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.10%0.10%0.11%Q2 2023Q3 20232
Angeles Investment Advisors, LLC 220.01%0.01%0.01%Q3 2021Q4 20212
Peoples Bank/KS 220.01%0.01%0.01%Q3 2023Q4 20232
Redhawk Wealth Advisors, Inc. 220.12%0.21%0.30%Q1 2022Q2 20222
LUPO SECURITIES, LLC 220.02%0.07%0.11%Q4 2014Q1 20152
Donoghue Forlines LLC 110.20%0.21%0.22%Q4 2018Q4 20202
TIG Advisors, LLC 110.24%0.25%0.25%Q4 2019Q4 20192
HILLMAN CO 229.46%10.31%11.15%Q4 2015Q1 20162
Leith Wheeler Investment Counsel Ltd. 220.20%0.20%0.21%Q2 2016Q3 20162
Gladstone Capital Management LLP 220.20%1.55%2.90%Q4 2015Q1 20162
OmniStar Financial Group, Inc. 220.01%0.51%1.02%Q1 2020Q2 20202
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q2 2022Q3 20232
REGENTS OF THE UNIVERSITY OF CALIFORNIA 221.36%1.76%2.17%Q4 2014Q1 20152
United American Securities Inc. (d/b/a UAS Asset Management) 220.36%0.46%0.55%Q2 2015Q3 20152
Edmond de Rothschild (Europe) 220.04%0.06%0.08%Q2 2016Q3 20162
HealthCor Management, L.P. 111.20%1.73%2.26%Q2 2016Q2 20172
SECOR Capital Advisors, LP 220.21%0.24%0.26%Q2 2017Q3 20172
Doyle Wealth Management 110.00%0.02%0.03%Q4 2018Q2 20192
MCDONALD PARTNERS LLC 110.00%0.03%0.07%Q4 2021Q2 20222
STONNINGTON GROUP, LLC 110.04%0.04%0.05%Q1 2021Q4 20212
COWEN AND COMPANY, LLC 110.01%0.07%0.14%Q1 2021Q4 20212
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
FARMERS TRUST CO 110.07%0.07%0.07%Q1 2015Q4 20162
WP Advisors, LLC 220.01%0.02%0.02%Q2 2018Q3 20182
WINMILL & CO. INC 220.79%0.85%0.92%Q3 2019Q4 20192
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 220.21%0.29%0.38%Q4 2022Q1 20232
LOEWS CORP 220.02%0.02%0.02%Q2 2016Q3 20162
Gladius Capital Management LP 220.03%0.05%0.07%Q4 2018Q1 20192
Edinburgh Partners 220.01%0.01%0.01%Q4 2014Q1 20152
Fusion Family Wealth LLC 220.01%0.02%0.02%Q3 2017Q4 20172
GUARDIAN INVESTOR SERVICES LLC 220.36%0.38%0.40%Q4 2014Q1 20152
Pensionfund DSM Netherlands 220.08%0.08%0.08%Q3 2021Q4 20212
Bridgeworth, LLC 110.02%0.07%0.12%Q4 2016Q2 20182
Quadrature Capital LLP 220.39%0.84%1.29%Q1 2015Q2 20152
Merit Financial Group, LLC 110.01%0.01%0.01%Q2 2022Q4 20222
CLOUGH CAPITAL PARTNERS L P 220.41%0.61%0.82%Q4 2022Q1 20232
RAMIUS ADVISORS LLC 220.35%0.80%1.24%Q2 2020Q3 20202
Knights of Columbus Asset Advisors LLC 110.24%0.43%0.63%Q1 2017Q4 20192
ALGERT GLOBAL LLC 220.24%0.35%0.45%Q4 2020Q1 20212
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 220.55%0.58%0.60%Q1 2020Q2 20202
Vantis Investment Advisers L.P. 223.78%4.77%5.76%Q4 2017Q1 20182
Spectrum Asset Management, Inc. (NB/CA) 220.33%0.67%1.02%Q1 2021Q2 20212
Perkins Investment Management, LLC 220.01%0.01%0.01%Q4 2016Q1 20172
IBEX WEALTH ADVISORS 220.40%0.40%0.40%Q4 2016Q1 20172
AUGUSTINE ASSET MANAGEMENT INC 220.15%0.19%0.23%Q4 2018Q1 20192
First Capital Advisors Group, LLC. 110.01%0.23%0.45%Q4 2016Q1 20182
JUPITER ASSET MANAGEMENT LTD 220.19%0.32%0.46%Q1 2022Q2 20222
BAIRD ROBERT W & CO INC /WI/ 220.20%0.20%0.20%Q4 2014Q1 20152
BOSTON PRIVATE BANK & TRUST CO 220.34%0.39%0.45%Q4 2014Q1 20152
Slate Path Capital LP 229.82%10.89%11.97%Q4 2014Q1 20152
Emerald Acquisition Ltd. 220.06%0.06%0.07%Q2 2016Q3 20162
Crescent Capital Consulting, LLC 220.00%0.01%0.02%Q4 2020Q1 20212
Raab & Moskowitz Asset Management LLC 110.00%0.00%0.00%Q3 2018Q4 20192
FNY Partners Fund LP 110.01%0.02%0.03%Q1 2017Q3 20172
QCM Cayman, Ltd. 110.43%0.60%0.77%Q3 2016Q3 20182
CALTON & ASSOCIATES, INC. 110.02%0.03%0.05%Q4 2017Q3 20212
CULLINAN ASSOCIATES INC 110.01%0.02%0.02%Q4 2021Q4 20222
Kinsale Capital Group, Inc. 220.34%0.52%0.69%Q4 2022Q1 20232
Bain Capital Public Equity Management, LLC 223.35%3.80%4.24%Q2 2015Q3 20152
LEO BROKERAGE, LLC 220.06%0.06%0.06%Q1 2023Q2 20232
FURE FINANCIAL CORP 220.00%0.00%0.01%Q4 2021Q1 20222
ADVISORS MANAGEMENT GROUP INC /ADV 220.07%0.08%0.09%Q2 2023Q3 20232
PROVIDENT TRUST CO 220.01%0.01%0.01%Q3 2019Q4 20192
BBVA USA 220.01%0.01%0.02%Q2 2021Q3 20212
Nine Chapters Capital Management LLC 110.05%0.14%0.22%Q4 2014Q3 20152
Corbenic Partners LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Exane Asset Management 110.03%0.04%0.04%Q3 2017Q4 20182
Hochman Cole Investment Advisors, Inc. 220.18%0.21%0.25%Q3 2016Q4 20162
KEMPER Corp 220.59%0.63%0.67%Q4 2014Q1 20152
JUMP TRADING, LLC 110.02%0.02%0.02%Q2 2019Q4 20192
Strategic Advisors LLC 220.14%0.15%0.16%Q2 2023Q3 20232
STANCORP INVESTMENT ADVISERS INC 220.15%0.16%0.16%Q4 2014Q1 20152
IVORY INVESTMENT MANAGEMENT, LLC 110.01%0.67%1.32%Q4 2014Q1 20162
FAIRFIELD, BUSH & CO. 110.00%0.00%0.00%Q2 2022Q2 20232
FIDUCIARY ASSET MANAGEMENT LLC 220.17%0.38%0.58%Q4 2014Q1 20152
BRAUN STACEY ASSOCIATES INC 220.02%0.03%0.03%Q4 2018Q1 20192
ICC CAPITAL MANAGEMENT INC/ 220.22%0.24%0.24%Q4 2014Q1 20152
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 220.10%0.12%0.13%Q4 2014Q1 20152
EMINENCE CAPITAL, LP 221.37%1.38%1.39%Q1 2021Q2 20212
Invictus RG 220.01%0.03%0.04%Q1 2017Q2 20172
ICONIQ Capital, LLC 220.04%0.04%0.04%Q4 2014Q1 20152
Julex Capital Management, LLC 110.00%0.01%0.01%Q4 2018Q2 20192
COBALT CAPITAL MANAGEMENT, INC. 110.43%1.35%2.26%Q2 2015Q1 20232
ARVEST TRUST CO N A 220.02%0.02%0.02%Q3 2022Q4 20222
R&F Capital Advisors LP 220.12%0.34%0.57%Q4 2016Q1 20172
ANALYTIC INVESTORS, LLC 220.01%0.01%0.01%Q4 2015Q1 20162
Cheviot Value Management, LLC 220.13%0.14%0.15%Q1 2016Q2 20162
Jabre Capital Partners S.A. 110.12%0.41%0.70%Q4 2014Q2 20182
Jacobsen Capital Management 220.77%0.78%0.79%Q2 2019Q3 20192
Occidental Asset Management, LLC 220.43%0.45%0.47%Q1 2020Q2 20202
Core Wealth Advisors, Inc. 110.03%0.40%0.77%Q2 2021Q4 20212
Savior LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Avion Wealth 220.00%0.00%0.00%Q2 2023Q3 20232
Versor Investments LP 110.18%0.24%0.31%Q4 2017Q4 20182
EMS Capital LP 223.27%3.43%3.59%Q2 2015Q3 20152
Strategic Blueprint, LLC 110.01%0.01%0.02%Q3 2019Q2 20212
VERUS CAPITAL PARTNERS, LLC 220.02%0.05%0.07%Q4 2019Q1 20202
ARBOR TRUST WEALTH ADVISORS, LLC 220.23%0.24%0.25%Q4 2019Q1 20202
Avalon Trust Co 220.00%0.01%0.01%Q1 2023Q2 20232
ERTS Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Moreno Evelyn V 110.05%0.05%0.05%Q2 2022Q4 20222
Financial Engines Advisors L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
WealthBridge Capital Management, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Sound View Wealth Advisors, LLC 220.20%0.23%0.25%Q4 2018Q1 20192
Sunnymeath Asset Management, Inc. 220.04%0.04%0.04%Q1 2016Q2 20162
Windsor Creek Advisors, LLC 220.18%0.20%0.21%Q2 2020Q3 20202
Royal Harbor Partners, LLC 221.28%1.40%1.51%Q2 2022Q3 20222
Future Financial Wealth Managment LLC 220.00%0.00%0.00%Q4 2021Q1 20222
Signet Investment Advisory Group, Inc. 110.11%0.14%0.16%Q4 2018Q4 20202
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q1 2019Q3 20232
Lloyd Advisory Services, LLC. 220.03%0.05%0.06%Q4 2021Q1 20222
Alyeska Investment Group, L.P. 110.16%0.34%0.53%Q1 2020Q4 20222
HOHIMER WEALTH MANAGEMENT, LLC 220.17%0.22%0.26%Q4 2022Q1 20232
MONECO Advisors, LLC 110.06%0.10%0.14%Q3 2020Q3 20232
EPG Wealth Management LLC 220.00%0.00%0.01%Q4 2019Q1 20202
Goodwin Investment Advisory 220.00%0.13%0.26%Q3 2022Q4 20222
BEL AIR INVESTMENT ADVISORS LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Manikay Partners, LLC 225.10%5.19%5.29%Q3 2018Q4 20182
NEOS Investment Management LLC 110.12%0.12%0.12%Q3 2023Q3 20231
B&D White Capital Company, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Banco BTG Pactual S.A. 110.48%0.48%0.48%Q4 2016Q4 20161
Leap Investments LP 110.53%0.53%0.53%Q1 2020Q1 20201
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
INCEPTIONR LLC 110.35%0.35%0.35%Q4 2022Q4 20221
PARADIGM CAPITAL MANAGEMENT INC/NY 110.04%0.04%0.04%Q3 2023Q3 20231
FOUNDERS BANK & TRUST 110.40%0.40%0.40%Q4 2014Q4 20141
Clearline Capital LP 110.39%0.39%0.39%Q3 2020Q3 20201
Capital Directions Investment Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
HARTWELL J M LIMITED PARTNERSHIP 110.18%0.18%0.18%Q3 2015Q3 20151
Bryn Mawr Capital Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
SPC Financial, Inc. 110.41%0.41%0.41%Q2 2017Q2 20171
Alaethes Wealth LLC 110.01%0.01%0.01%Q1 2022Q1 20221
BNC WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Optiver Holding B.V. 110.00%0.00%0.00%Q2 2021Q2 20211
Beaumont Financial Partners, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
HATTON CONSULTING, INC. 110.29%0.29%0.29%Q2 2021Q2 20211
Passport Capital, LLC 110.05%0.05%0.05%Q3 2015Q3 20151
Harfst & Associates, Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Columbia Trust Co 01012016 110.20%0.20%0.20%Q4 2019Q4 20191
Counterpoint Mutual Funds LLC 110.01%0.01%0.01%Q2 2021Q2 20211
TradeLink Capital LLC 111.03%1.03%1.03%Q2 2015Q2 20151
Pinnacle Wealth Advisors 110.02%0.02%0.02%Q2 2021Q2 20211
Elmrox Investment Group IM L.P. 112.05%2.05%2.05%Q4 2015Q4 20151
Accuvest Global Advisors 110.18%0.18%0.18%Q3 2018Q3 20181
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.02%0.02%0.02%Q4 2022Q4 20221
OLD MISSION CAPITAL, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Independence Capital Asset Partners, LLC 112.12%2.12%2.12%Q4 2014Q4 20141
CANYON CAPITAL ADVISORS LLC 110.46%0.46%0.46%Q4 2015Q4 20151
First Long Island Investors, LLC 111.83%1.83%1.83%Q4 2014Q4 20141
Heritage Way Advisors, LLC 110.39%0.39%0.39%Q2 2017Q2 20171
MBE Wealth Management, LLC 110.07%0.07%0.07%Q1 2020Q1 20201
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q3 2018Q3 20181
Joseph P. Lucia & Associates, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Campbell Wealth Management 110.01%0.01%0.01%Q2 2020Q2 20201
RITHOLTZ WEALTH MANAGEMENT 110.05%0.05%0.05%Q3 2018Q3 20181
Bremer Bank National Association 110.04%0.04%0.04%Q1 2019Q1 20191
McNamara Financial Services, Inc. 110.03%0.03%0.03%Q4 2014Q4 20141
Live Your Vision, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Telemetry Investments, L.L.C. 110.16%0.16%0.16%Q4 2014Q4 20141
Polar Asset Management Partners Inc. 110.01%0.01%0.01%Q3 2020Q3 20201
Your Advocates Ltd., LLP 110.01%0.01%0.01%Q2 2020Q2 20201
Flaharty Asset Management, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Financial Advisors Network, Inc. 110.01%0.01%0.01%Q4 2016Q4 20161
Curi Wealth Management, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
Yarra Square Partners LP 112.19%2.19%2.19%Q2 2021Q2 20211
Sonic Fund II, L.P. 112.02%2.02%2.02%Q2 2021Q2 20211
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Mattern Wealth Management LLC 110.18%0.18%0.18%Q1 2020Q1 20201
Summit X, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Freshford Capital Management, LLC 112.98%2.98%2.98%Q4 2014Q4 20141
CHILDRESS CAPITAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
KCS Wealth Advisory 110.07%0.07%0.07%Q3 2019Q3 20191
Li Winifred I 110.17%0.17%0.17%Q4 2014Q4 20141
ORACLE INVESTMENT MANAGEMENT INC 110.02%0.02%0.02%Q4 2020Q4 20201
Argent Advisors, Inc. 110.06%0.06%0.06%Q4 2019Q4 20191
United Asset Strategies, Inc. 110.21%0.21%0.21%Q3 2017Q3 20171
Arrow Investment Advisors, LLC 110.18%0.18%0.18%Q2 2015Q2 20151
Arcus Capital Partners, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Elite Wealth Management, Inc. 110.00%0.00%0.00%Q3 2016Q3 20161
Visionary Asset Management, Inc. 110.10%0.10%0.10%Q4 2018Q4 20181
INFRASTRUCTURE CAPITAL ADVISORS, LLC 110.09%0.09%0.09%Q4 2020Q4 20201
NEXT Financial Holdings 110.03%0.03%0.03%Q1 2019Q1 20191
Absoluto Partners Gestao de Recursos Ltda 111.42%1.42%1.42%Q2 2021Q2 20211
Graham Capital Management, L.P. 110.04%0.04%0.04%Q1 2022Q1 20221
Good Life Advisors, LLC 110.03%0.03%0.03%Q3 2021Q3 20211
JNE Partners LLP 1119.28%19.28%19.28%Q4 2019Q4 20191
Ostrum Asset Management U.S., LLC 110.25%0.25%0.25%Q4 2018Q4 20181
GREAT VALLEY ADVISOR GROUP, INC. 110.01%0.01%0.01%Q1 2023Q1 20231
TimesSquare Capital Management, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Numen Capital LLP 1117.96%17.96%17.96%Q4 2019Q4 20191
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
HARVEST GROUP WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Avondale Wealth Management 110.01%0.01%0.01%Q4 2017Q4 20171
OUTFITTER FINANCIAL LLC 110.02%0.02%0.02%Q4 2021Q4 20211
PACIFIC SUN FINANCIAL CORP 110.62%0.62%0.62%Q4 2017Q4 20171
Trellus Management Company, LLC 111.26%1.26%1.26%Q4 2015Q4 20151
Tyrus Capital S.A.M. 110.19%0.19%0.19%Q2 2017Q2 20171
Liontrust Investment Partners LLP 110.15%0.15%0.15%Q2 2022Q2 20221
BBT Capital Management, LLC 110.19%0.19%0.19%Q4 2014Q4 20141
Lynwood Capital Management Inc. 111.46%1.46%1.46%Q3 2023Q3 20231
SITTNER & NELSON, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Lighthouse Financial Advisors, Inc. 110.80%0.80%0.80%Q4 2019Q4 20191
WealthStone, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
Country Club Trust Company, n.a. 110.06%0.06%0.06%Q3 2015Q3 20151
CXI Advisors 110.02%0.02%0.02%Q4 2019Q4 20191
Connacht Asset Management LP 110.53%0.53%0.53%Q1 2021Q1 20211
Perella Weinberg Partners Capital Management LP 110.58%0.58%0.58%Q3 2016Q3 20161
Interchange Capital Partners, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
ADE, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
Mariner Wealth Advisors-NYC, LLC 110.04%0.04%0.04%Q1 2015Q1 20151
OVERSEA-CHINESE BANKING Corp Ltd 110.03%0.03%0.03%Q2 2023Q2 20231
CFS Investment Advisory Services, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Pine River Capital Management L.P. 110.01%0.01%0.01%Q4 2015Q4 20151
UNITED BANK 110.04%0.04%0.04%Q1 2021Q1 20211
PACES FERRY WEALTH ADVISORS, LLC 110.08%0.08%0.08%Q3 2020Q3 20201
ACCIPITER CAPITAL MANAGEMENT, LLC 111.95%1.95%1.95%Q2 2018Q2 20181
Schonfeld Group Holdings LLC 110.33%0.33%0.33%Q3 2015Q3 20151
Friedenthal Financial 110.51%0.51%0.51%Q4 2022Q4 20221
RGT Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
CHELSEA COUNSEL CO 110.08%0.08%0.08%Q4 2015Q4 20151
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.00%0.00%Q3 2023Q3 20231
MILES CAPITAL, INC. 110.17%0.17%0.17%Q3 2018Q3 20181
Aquatic Capital Management LLC 110.05%0.05%0.05%Q1 2023Q1 20231
SAGE PRIVATE WEALTH GROUP, LLC 110.03%0.03%0.03%Q3 2022Q3 20221
Bellwether Advisors, LLC 111.06%1.06%1.06%Q4 2022Q4 20221
Sterling Global Strategies LLC 110.47%0.47%0.47%Q4 2018Q4 20181
Qtron Investments LLC 110.27%0.27%0.27%Q4 2018Q4 20181
S&T BANK/PA 110.00%0.00%0.00%Q2 2020Q2 20201
Meridian Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
SECTORAL ASSET MANAGEMENT INC 110.03%0.03%0.03%Q3 2018Q3 20181
Litman Gregory Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
Urban Wealth Management, LLC 110.46%0.46%0.46%Q4 2020Q4 20201
Forester Capital Management, LTD 110.06%0.06%0.06%Q2 2017Q2 20171
Rubric Capital Management LP 111.23%1.23%1.23%Q1 2020Q1 20201
FIRST FINANCIAL EQUITY CORPORATION 110.07%0.07%0.07%Q1 2017Q1 20171
D'Orazio & Associates, Inc. 110.00%0.00%0.00%Q3 2021Q3 20211
Bay Harbor Wealth Management, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Retirement Planning Co of New England, Inc. 110.09%0.09%0.09%Q4 2021Q4 20211
Stonebridge Financial Planning Group, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
RELIANCE TRUST CO 110.40%0.40%0.40%Q4 2014Q4 20141
SOUTH TEXAS MONEY MANAGEMENT LTD 110.01%0.01%0.01%Q3 2019Q3 20191
Westover Capital Advisors, LLC 110.22%0.22%0.22%Q3 2017Q3 20171
NBC SECURITIES, INC. 110.02%0.02%0.02%Q3 2023Q3 20231
ROBERTSON STEPHENS ADVISORS LLC 110.22%0.22%0.22%Q1 2017Q1 20171
Grand Central Investment Group 110.29%0.29%0.29%Q2 2022Q2 20221
PARA ADVISORS LLC 114.82%4.82%4.82%Q2 2015Q2 20151
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Baltimore-Washington Financial Advisors, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
BLUE ARROW CAPITAL MANAGEMENT LLC 111.66%1.66%1.66%Q3 2015Q3 20151
OPTIONS SOLUTIONS, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Ionic Capital Management LLC 110.02%0.02%0.02%Q2 2018Q2 20181
WATER ISLAND CAPITAL LLC 110.09%0.09%0.09%Q4 2016Q4 20161
AGF MANAGEMENT LTD 110.01%0.01%0.01%Q3 2023Q3 20231
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Distillate Capital Partners LLC 110.92%0.92%0.92%Q1 2022Q1 20221
SHAPIRO ROBERT N 110.50%0.50%0.50%Q4 2014Q4 20141
Phoenix Holdings Ltd. 110.00%0.00%0.00%Q4 2021Q4 20211
ALTERNA WEALTH MANAGEMENT, INC 110.18%0.18%0.18%Q4 2018Q4 20181
TFG Advisers LLC 110.05%0.05%0.05%Q4 2019Q4 20191
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.01%0.01%0.01%Q3 2020Q3 20201
PALISADE CAPITAL MANAGEMENT, LP 110.02%0.02%0.02%Q2 2018Q2 20181
Foundations Investment Advisors, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Americana Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Clarkston Capital Partners, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
BANK OF STOCKTON 110.08%0.08%0.08%Q4 2017Q4 20171
Westbourne Investment Advisors, Inc. 110.11%0.11%0.11%Q2 2016Q2 20161
Sandia Holdings, LLC 111.79%1.79%1.79%Q2 2018Q2 20181
Gilbert & Cook, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Selective Wealth Management, Inc. 110.01%0.01%0.01%Q3 2022Q3 20221
Napier Park Global Capital (US) LP 110.01%0.01%0.01%Q4 2019Q4 20191
IVC Wealth Advisors LLC 110.20%0.20%0.20%Q4 2020Q4 20201
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Provident Wealth Management, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
PLANNING DIRECTIONS INC 111.25%1.25%1.25%Q1 2020Q1 20201
STRATEGY ASSET MANAGERS LLC 110.62%0.62%0.62%Q4 2014Q4 20141
Houlihan Financial Resource Group, Ltd. 110.01%0.01%0.01%Q3 2020Q3 20201
Senator Investment Group LP 111.02%1.02%1.02%Q3 2015Q3 20151
Altus Wealth Group LLC 110.07%0.07%0.07%Q4 2020Q4 20201
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 110.05%0.05%0.05%Q1 2015Q1 20151
Dominick & Dominick LLC 111.80%1.80%1.80%Q4 2014Q4 20141
Principle Wealth Partners LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Diversified, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
New Jersey Better Educational Savings Trust 110.46%0.46%0.46%Q2 2018Q2 20181
Tillar-Wenstrup Advisors, LLC 112.45%2.45%2.45%Q4 2014Q4 20141
WESPAC Advisors SoCal, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
SANDLER CAPITAL MANAGEMENT 110.60%0.60%0.60%Q2 2015Q2 20151
BRR OpCo, LLC 110.10%0.10%0.10%Q1 2019Q1 20191
Atlas Private Wealth Management, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
NEW ENGLAND SECURITIES CORP /MA/ 110.03%0.03%0.03%Q4 2014Q4 20141
THREADGILL FINANCIAL, LLC 110.49%0.49%0.49%Q3 2022Q3 20221
Cox Capital Mgt LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Pathlight Investors LLC 110.43%0.43%0.43%Q4 2018Q4 20181
ENGINE NO. 1 LLC 110.05%0.05%0.05%Q4 2021Q4 20211
LITTLE HOUSE CAPITAL LLC 110.03%0.03%0.03%Q1 2019Q1 20191
Spectrum Financial Alliance Ltd LLC 110.00%0.00%0.00%Q1 2018Q1 20181
UNIVERSITY OF NOTRE DAME DU LAC 111.79%1.79%1.79%Q1 2016Q1 20161
KBI Global Investors Ltd 110.61%0.61%0.61%Q2 2016Q2 20161
Wealth Advisory Solutions, LLC 110.12%0.12%0.12%Q3 2020Q3 20201
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Glacier Peak Capital LLC 111.04%1.04%1.04%Q3 2019Q3 20191
Voleon Capital Management LP 110.28%0.28%0.28%Q2 2019Q2 20191
ARDSLEY ADVISORY PARTNERS LP 110.04%0.04%0.04%Q4 2017Q4 20171
Gerber Kawasaki Wealth & Investment Management 110.01%0.01%0.01%Q3 2021Q3 20211
NWK Group, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Blue Rock Advisors, LLC 111.14%1.14%1.14%Q3 2020Q3 20201
UBS OCONNOR LLC 110.00%0.00%0.00%Q4 2014Q4 20141
Symphony Financial, Ltd. Co. 110.05%0.05%0.05%Q1 2022Q1 20221
AMUSSEN HUNSAKER ASSOCIATES LLC 110.05%0.05%0.05%Q3 2018Q3 20181
EAGLE GLOBAL ADVISORS LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Folger Hill Asset Management LP 110.40%0.40%0.40%Q4 2015Q4 20151
TRILOGY GLOBAL ADVISORS LP 110.65%0.65%0.65%Q2 2017Q2 20171
Blackstone Inc. 110.09%0.09%0.09%Q2 2016Q2 20161
Gardner Russo & Gardner 110.00%0.00%0.00%Q4 2017Q4 20171
HANSEATIC MANAGEMENT SERVICES INC 110.51%0.51%0.51%Q4 2018Q4 20181
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Westshore Wealth, LLC 110.23%0.23%0.23%Q2 2022Q2 20221
HITE Hedge Asset Management LLC 110.15%0.15%0.15%Q1 2022Q1 20221
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 110.04%0.04%0.04%Q1 2016Q1 20161
Alpha Family Trust 110.19%0.19%0.19%Q4 2022Q4 20221
Veracity Capital LLC 110.44%0.44%0.44%Q4 2019Q4 20191
Del-Sette Capital Management, LLC 111.47%1.47%1.47%Q4 2022Q4 20221
MYDA Advisors LLC 110.16%0.16%0.16%Q4 2017Q4 20171
CHARLES STEWART MOTT FOUNDATION 110.34%0.34%0.34%Q3 2015Q3 20151
SOCIETE GENERALE 110.07%0.07%0.07%Q2 2016Q2 20161
FORT PITT CAPITAL GROUP, LLC 110.02%0.02%0.02%Q2 2021Q2 20211
Great Diamond Partners, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
TREVOR STEWART BURTON & JACOBSEN INC 110.16%0.16%0.16%Q4 2015Q4 20151
Signition LP 110.50%0.50%0.50%Q1 2018Q1 20181
HABERER REGISTERED INVESTMENT ADVISOR INC 110.00%0.00%0.00%Q1 2015Q1 20151
MONETTA FINANCIAL SERVICES INC 110.80%0.80%0.80%Q3 2019Q3 20191
MOORE CAPITAL MANAGEMENT, LP 110.06%0.06%0.06%Q4 2015Q4 20151
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Hoover Financial Advisors, Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
Majedie Asset Management Ltd 110.54%0.54%0.54%Q1 2022Q1 20221
CHAPIN DAVIS, INC. 110.11%0.11%0.11%Q1 2023Q1 20231
Alambic Investment Management, L.P. 110.76%0.76%0.76%Q4 2018Q4 20181
Wallace Capital Management Inc. 110.62%0.62%0.62%Q1 2020Q1 20201
Darwin Wealth Management, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
AllSquare Wealth Management LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Lyons Wealth Management, LLC. 112.21%2.21%2.21%Q4 2018Q4 20181
Pinnacle Wealth Planning Services, Inc. 110.02%0.02%0.02%Q4 2020Q4 20201
Melvin Capital Management LP 110.19%0.19%0.19%Q2 2020Q2 20201
HERBST GROUP, LLC 111.45%1.45%1.45%Q4 2021Q4 20211
TURNER INVESTMENTS LLC 110.09%0.09%0.09%Q4 2014Q4 20141
Antara Capital LP 110.43%0.43%0.43%Q3 2021Q3 20211
SOUTHERN CAPITAL ADVISORS, LLC 110.12%0.12%0.12%Q4 2021Q4 20211
Gould Capital, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Wilks Brothers, LLC 112.55%2.55%2.55%Q3 2018Q3 20181
Empire Life Investments Inc. 110.90%0.90%0.90%Q4 2016Q4 20161
CATALYST PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
MARSHALL WACE ASIA Ltd 110.03%0.03%0.03%Q1 2017Q1 20171
Kula Investments, LLC 110.14%0.14%0.14%Q4 2022Q4 20221
Garrett Wealth Advisory Group, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
Chessman Wealth Strategies RIA 110.00%0.00%0.00%Q3 2018Q3 20181
AMERICAFIRST CAPITAL MANAGEMENT, LLC 110.78%0.78%0.78%Q3 2017Q3 20171
Legacy Financial Strategies, LLC 110.28%0.28%0.28%Q4 2017Q4 20171
Shay Capital LLC 110.19%0.19%0.19%Q2 2022Q2 20221
Foresight Wealth Management, LLC 110.27%0.27%0.27%Q2 2020Q2 20201
Accredited Investors Inc. 110.05%0.05%0.05%Q1 2020Q1 20201
Gallagher Benefit Services, Inc. 110.15%0.15%0.15%Q4 2022Q4 20221
XR Securities LLC 110.04%0.04%0.04%Q2 2021Q2 20211
Hightower 6M Holding, LLC 110.19%0.19%0.19%Q3 2022Q3 20221
Claybrook Capital, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
QVIDTVM Management LLC 116.48%6.48%6.48%Q4 2021Q4 20211
Henrickson Nauta Wealth Advisors, Inc. 110.03%0.03%0.03%Q4 2021Q4 20211
Espalier Global Management LLC 110.86%0.86%0.86%Q1 2015Q1 20151
CARLSON CAPITAL L P 110.12%0.12%0.12%Q3 2015Q3 20151
Bullseye Investment Management, LLC 111.37%1.37%1.37%Q1 2023Q1 20231
Harvest Investment Services, LLC 110.22%0.22%0.22%Q4 2018Q4 20181
CenterStar Fund, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Islet Management, LP 110.47%0.47%0.47%Q4 2019Q4 20191
MainStreet Investment Advisors LLC 110.03%0.03%0.03%Q1 2020Q1 20201
COMPASS FINANCIAL ADVISORS LLC 110.25%0.25%0.25%Q4 2021Q4 20211
Institute for Wealth Management, LLC. 110.06%0.06%0.06%Q2 2017Q2 20171
NORTHCAPE WEALTH MANAGEMENT, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
55I, LLC 110.01%0.01%0.01%Q3 2022Q3 20221
Comprehensive Financial Consultants Institutional, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
MADISON WEALTH MANAGEMENT 110.09%0.09%0.09%Q4 2019Q4 20191
Ground Swell Capital, LLC 110.81%0.81%0.81%Q2 2022Q2 20221
Consolidated Planning Corp 110.00%0.00%0.00%Q3 2021Q3 20211
Parisi Gray Wealth Management 110.00%0.00%0.00%Q4 2017Q4 20171
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
MKP Capital Management, L.L.C. 110.11%0.11%0.11%Q4 2019Q4 20191
FSC Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Worth Asset Management, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Brevan Howard Capital Management LP 110.00%0.00%0.00%Q3 2023Q3 20231
XTX MARKETS LLC 110.96%0.96%0.96%Q1 2020Q1 20201
Lucia Wealth Services, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Ilmarinen Mutual Pension Insurance Co 110.03%0.03%0.03%Q4 2022Q4 20221
WIPFLI FINANCIAL ADVISORS LLC, 110.01%0.01%0.01%Q3 2022Q3 20221
Burns Matteson Capital Management, LLC 110.16%0.16%0.16%Q3 2022Q3 20221
Mathes Company, Inc. 110.11%0.11%0.11%Q4 2021Q4 20211
PCO INVESTMENT MANAGEMENT LP 111.60%1.60%1.60%Q4 2014Q4 20141
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Abacus Planning Group, Inc. 110.11%0.11%0.11%Q3 2019Q3 20191
EWG Elevate Inc. 110.02%0.02%0.02%Q4 2022Q4 20221
Northwest Bank & Trust Co 110.03%0.03%0.03%Q2 2023Q2 20231
Vanguard Capital Wealth Advisors 110.26%0.26%0.26%Q1 2022Q1 20221
CASTLE WEALTH MANAGEMENT LLC 110.00%0.00%0.00%Q2 2022Q2 20221
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
DecisionPoint Financial, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
D. SCOTT NEAL, INC. 110.01%0.01%0.01%Q2 2016Q2 20161
Tiger Eye Capital LLC 114.27%4.27%4.27%Q3 2015Q3 20151
Nokota Management, LP 110.72%0.72%0.72%Q3 2015Q3 20151
Ruedi Wealth Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
FREEDOM WEALTH ALLIANCE, LLC 110.07%0.07%0.07%Q4 2022Q4 20221
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.00%Q1 2020Q1 20201
Peregrine Asset Advisers, Inc. 112.10%2.10%2.10%Q3 2015Q3 20151
Coppell Advisory Solutions Corp. 110.03%0.03%0.03%Q4 2022Q4 20221
MARINO, STRAM & ASSOCIATES LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Keeler Thomas Management LLC 110.00%0.00%0.00%Q4 2017Q4 20171
McElhenny Sheffield Capital Management, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
SADOFF INVESTMENT MANAGEMENT LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Tiger Legatus Capital Management, LLC 115.00%5.00%5.00%Q3 2015Q3 20151
Solstein Capital, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Riverwater Partners LLC 110.25%0.25%0.25%Q3 2022Q3 20221
Bray Capital Advisors 110.02%0.02%0.02%Q1 2020Q1 20201
SUMITOMO MITSUI FINANCIAL GROUP, INC. 110.00%0.00%0.00%Q1 2018Q1 20181
TRILLIUM ASSET MANAGEMENT, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Karp Capital Management Corp 110.20%0.20%0.20%Q1 2017Q1 20171
Accurate Wealth Management, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Oak Point Wealth Management 110.19%0.19%0.19%Q4 2017Q4 20171
Johnson & White Wealth Management, LLC 111.67%1.67%1.67%Q4 2022Q4 20221
CENTRAL SECURITIES CORP 113.96%3.96%3.96%Q4 2014Q4 20141
Hoxton Planning & Management, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
CenterBook Partners LP 110.09%0.09%0.09%Q3 2023Q3 20231
Level Financial Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
Congress Park Capital LLC 110.15%0.15%0.15%Q4 2022Q4 20221
Verum Partners LLC 110.20%0.20%0.20%Q2 2023Q2 20231
Concorde Asset Management, LLC 110.26%0.26%0.26%Q1 2015Q1 20151
DoubleLine ETF Adviser LP 110.20%0.20%0.20%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Springhouse Capital Management, LP 110.95%0.95%0.95%Q2 2018Q2 20181
Align Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
CLEARY GULL INC. 110.06%0.06%0.06%Q1 2015Q1 20151
Beutel, Goodman & Co Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
Santori & Peters, Inc. 110.01%0.01%0.01%Q4 2017Q4 20171
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Deane Retirement Strategies, Inc. 111.06%1.06%1.06%Q1 2020Q1 20201
Thor Advisors, LLC 110.67%0.67%0.67%Q1 2019Q1 20191
LOMBARDIA CAPITAL PARTNERS LLC 110.02%0.02%0.02%Q2 2016Q2 20161
Kylin Management 111.98%1.98%1.98%Q2 2021Q2 20211
MANA Advisors LLC 110.32%0.32%0.32%Q1 2018Q1 20181
Mendota Financial Group, LLC 110.12%0.12%0.12%Q1 2023Q1 20231
SkyBridge Capital II, LLC 113.52%3.52%3.52%Q2 2019Q2 20191
ATERNALIS CAPITAL LLC 116.71%6.71%6.71%Q4 2015Q4 20151
Gary Goldberg Planning Services Inc 110.13%0.13%0.13%Q4 2014Q4 20141
MADDEN SECURITIES Corp 111.70%1.70%1.70%Q3 2023Q3 20231
NewEdge Wealth, LLC 110.04%0.04%0.04%Q2 2022Q2 20221
FSB PREMIER WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q4 2021Q4 20211
MIZUHO MARKETS AMERICAS LLC 110.08%0.08%0.08%Q3 2023Q3 20231
VIAWEALTH, LLC 110.17%0.17%0.17%Q4 2022Q4 20221
KOCH INDUSTRIES INC 110.06%0.06%0.06%Q2 2017Q2 20171
Godshalk Welsh Capital Management, Inc. 110.04%0.04%0.04%Q4 2014Q4 20141
Beverly Hills Private Wealth, LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Delpha Capital Management, LLC 111.70%1.70%1.70%Q1 2018Q1 20181
West Tower Group, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Lion Street Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
ALLSTATE INVESTMENT MANAGEMENT CO 110.03%0.03%0.03%Q4 2022Q4 20221
Lakewood Asset Management LLC 110.03%0.03%0.03%Q4 2022Q4 20221
BUCKINGHAM CAPITAL MANAGEMENT INC 110.01%0.01%0.01%Q3 2017Q3 20171
NinePointTwo Capital LLC 110.10%0.10%0.10%Q1 2022Q1 20221
Authentikos Wealth Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Arabesque Asset Management Ltd 110.59%0.59%0.59%Q4 2021Q4 20211
Amalgamated Financial Corp. 110.06%0.06%0.06%Q1 2022Q1 20221
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Genesis Wealth Advisors, LLC 110.01%0.01%0.01%Q4 2014Q4 20141
Fortis Capital Management LLC 111.52%1.52%1.52%Q4 2019Q4 20191
All Terrain Financial Advisors, LLC 110.05%0.05%0.05%Q1 2019Q1 20191
Pinnacle West Asset Management, Inc. 110.23%0.23%0.23%Q1 2023Q1 20231
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
WISCONSIN CAPITAL MANAGEMENT LLC 111.09%1.09%1.09%Q4 2014Q4 20141
Cornerstone Planning Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Headlands Technologies LLC 110.52%0.52%0.52%Q4 2022Q4 20221
MAPLELANE CAPITAL, LLC 110.51%0.51%0.51%Q2 2015Q2 20151
Impact Partnership Wealth, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Monaco Asset Management SAM 110.07%0.07%0.07%Q3 2023Q3 20231
VIRGINIA RETIREMENT SYSTEM 110.12%0.12%0.12%Q1 2016Q1 20161
COLUMBIA CAPITAL LLC 110.98%0.98%0.98%Q4 2014Q4 20141
KINGSWOOD WEALTH ADVISORS, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
WADDELL & REED FINANCIAL INC 110.00%0.00%0.00%Q2 2019Q2 20191
EA Series Trust 110.03%0.03%0.03%Q2 2023Q2 20231
Pictet Asset Management Holding SA 110.01%0.01%0.01%Q3 2023Q3 20231
Halpern Financial, Inc. 110.02%0.02%0.02%Q4 2019Q4 20191
Trinity Legacy Partners, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
QRG CAPITAL MANAGEMENT, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
SIMMONS FIRST TRUST CO NA 110.07%0.07%0.07%Q4 2015Q4 20151
Annis Gardner Whiting Capital Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Salient Capital Advisors, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
TRADITION ASSET MANAGEMENT LLC 111.09%1.09%1.09%Q2 2020Q2 20201
United Community Bank 110.10%0.10%0.10%Q3 2023Q3 20231
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This page lists all the filers that currently own WALGREENS BOOTS ALLIANCE INC or have owned WALGREENS BOOTS ALLIANCE INC in the past.