WELLS FARGO CO NEW shareholder history

Current and past WELLS FARGO CO NEW shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 4240.01%0.12%0.50%Q1 2012Q3 2023138
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.02%0.12%0.33%Q2 2013Q3 2023126
CITIGROUP INC 42420.00%0.12%0.78%Q2 2013Q3 2023126
BANK OF AMERICA CORP /DE/ 42420.00%0.14%0.74%Q2 2013Q3 2023126
D. E. Shaw & Co., Inc. 42420.00%0.17%0.76%Q2 2013Q3 2023126
ROYAL BANK OF CANADA 42420.00%0.10%0.61%Q2 2013Q3 2023123
Parallax Volatility Advisers, L.P. 42420.00%0.22%1.62%Q2 2013Q3 2023121
BARCLAYS PLC 42420.00%0.14%0.62%Q2 2013Q3 2023118
HSBC HOLDINGS PLC 47470.00%0.23%0.92%Q1 2012Q3 2023116
NOMURA HOLDINGS INC 44440.00%0.10%0.72%Q4 2012Q3 2023115
Walleye Trading LLC 42420.01%0.08%0.28%Q2 2013Q3 2023114
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.13%0.85%Q2 2013Q3 2023110
UBS Group AG 36360.00%0.08%0.48%Q4 2014Q3 2023108
CAPITAL FUND MANAGEMENT S.A. 41410.00%0.16%0.68%Q3 2013Q3 2023103
CREDIT SUISSE AG/ 43430.00%0.20%0.88%Q1 2013Q3 2023103
Laurion Capital Management LP 3220.00%0.34%2.26%Q2 2013Q3 2023100
Citadel Advisors 3740.00%0.08%0.21%Q2 2013Q3 202399
JANE STREET GROUP, LLC 39390.00%0.04%0.18%Q1 2014Q3 202398
Jefferies Group LLC 3430.00%0.05%0.23%Q2 2013Q3 202297
Twin Tree Management, LP 39390.00%0.14%0.72%Q4 2012Q2 202297
Cutler Group LLC / CA 32320.00%0.10%0.90%Q4 2015Q3 202395
DEUTSCHE BANK AG\ 41410.00%0.20%1.12%Q3 2013Q3 202395
TWO SIGMA INVESTMENTS, LP 3510.00%0.16%1.03%Q2 2013Q2 202290
WOLVERINE TRADING, LLC 30300.00%0.08%0.27%Q2 2016Q3 202388
CAPSTONE INVESTMENT ADVISORS, LLC 2310.00%0.09%0.47%Q2 2013Q3 202387
HAP Trading, LLC 1810.00%0.07%0.72%Q2 2013Q3 202385
MILLENNIUM MANAGEMENT LLC 2620.00%0.10%0.54%Q2 2013Q3 202380
Bank of New York Mellon Corp 51510.00%0.48%4.78%Q1 2011Q3 202379
Creative Planning 42420.00%0.05%0.16%Q2 2013Q3 202373
TWO SIGMA SECURITIES, LLC 2460.00%0.15%1.52%Q1 2016Q3 202373
BANK OF MONTREAL /CAN/ 3920.00%0.32%1.07%Q2 2013Q3 202373
CLEAR STREET MARKETS LLC 2510.00%0.41%3.07%Q2 2013Q2 202369
Paloma Partners Management Co 2810.01%0.18%1.04%Q2 2013Q4 202268
Bluefin Trading, LLC 29290.00%0.28%1.60%Q2 2013Q2 202067
CONTINENTAL ADVISORS LLC 42420.03%1.46%3.17%Q2 2013Q3 202367
SALZHAUER MICHAEL 13120.06%0.90%6.12%Q4 2013Q3 202365
M&T BANK CORP 42420.00%0.31%1.07%Q2 2013Q3 202364
CIBC WORLD MARKET INC. 26150.02%0.14%0.55%Q2 2013Q3 202363
WOLVERINE ASSET MANAGEMENT LLC 1910.00%0.06%0.44%Q2 2013Q3 202363
CHECK CAPITAL MANAGEMENT INC/CA 45450.01%3.69%11.42%Q3 2012Q3 202361
GLENMEDE TRUST CO NA 4510.02%0.48%1.30%Q4 2006Q3 202360
PEAK6 Group LLC 21210.00%0.10%0.52%Q2 2013Q2 201859
PEAK6 Investments LLC 21210.00%0.08%0.29%Q3 2018Q3 202359
RAYMOND JAMES & ASSOCIATES 42420.00%0.22%0.68%Q2 2013Q3 202359
Rehmann Capital Advisory Group 44150.07%0.29%1.07%Q4 2008Q3 202359
HUNTINGTON NATIONAL BANK 59590.02%0.56%1.31%Q1 2009Q3 202359
RMB Capital Management, LLC 42420.02%0.18%0.75%Q2 2013Q3 202358
BANK OF NOVA SCOTIA 43430.00%0.23%0.77%Q1 2013Q3 202358
CREDIT AGRICOLE S A 42420.00%0.36%1.27%Q2 2013Q3 202357
Daiwa Securities Group Inc. 42420.00%0.08%0.25%Q2 2013Q3 202357
Jump Trading, LLC 1390.00%0.15%0.50%Q2 2013Q4 201856
BALYASNY ASSET MANAGEMENT L.P. 1610.00%0.24%1.13%Q3 2013Q3 202356
AMERICAN ASSETS INC 565619.16%34.95%100.00%Q4 2009Q3 202356
Squarepoint Ops LLC 2110.00%0.13%0.77%Q3 2015Q3 202355
SCOTIA CAPITAL INC. 42420.02%0.28%0.54%Q2 2013Q3 202355
HighTower Advisors, LLC 30110.00%0.29%0.77%Q2 2013Q3 202354
DONALDSON CAPITAL MANAGEMENT, LLC 54540.01%1.82%4.41%Q1 2010Q2 202354
Checchi Capital Advisers, LLC 40400.18%0.58%2.04%Q4 2013Q3 202353
BlackRock Inc. 42420.00%0.51%1.02%Q2 2013Q3 202353
AMALGAMATED BANK 52520.22%0.83%1.87%Q4 2010Q3 202352
Arbor Investment Advisors, LLC 4740.06%0.42%0.81%Q4 2010Q3 202351
Cubist Systematic Strategies, LLC 38380.00%0.15%0.51%Q2 2014Q3 202350
TUDOR INVESTMENT CORP ET AL 1410.01%0.08%0.36%Q2 2013Q3 202350
SECURIAN ASSET MANAGEMENT, INC 49490.21%0.55%0.78%Q3 2011Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.13%0.74%1.31%Q3 2011Q3 202349
INTEGRAL DERIVATIVES, LLC 18180.01%0.06%0.16%Q4 2013Q1 201849
Theleme Partners LLP 42426.27%23.13%34.81%Q2 2013Q3 202348
INGALLS & SNYDER LLC 30300.02%0.18%0.79%Q2 2016Q3 202348
MUFG Americas Holdings Corp 48480.18%1.02%1.87%Q4 2010Q3 202248
CenterStar Asset Management, LLC 820.00%0.25%1.24%Q4 2017Q3 202348
Allianz Asset Management GmbH 42420.00%0.60%1.91%Q2 2013Q3 202348
Mirae Asset Global Investments Co., Ltd. 4250.01%0.69%3.29%Q2 2011Q3 202347
TORONTO DOMINION BANK 43430.00%0.20%0.93%Q1 2013Q3 202347
First Horizon Advisors, Inc. 47470.04%0.21%0.53%Q1 2012Q3 202347
MCF Advisors LLC 4070.01%0.20%0.85%Q4 2011Q3 202347
Private Advisor Group, LLC 40400.00%0.15%0.37%Q4 2013Q3 202346
Zurcher Kantonalbank (Zurich Cantonalbank) 3790.16%0.59%1.21%Q4 2011Q3 202346
Calamos Advisors LLC 42420.02%0.66%1.70%Q2 2013Q3 202346
MACQUARIE GROUP LTD 42420.00%0.07%0.15%Q2 2013Q3 202346
Interval Partners, LP 1510.07%0.39%1.50%Q2 2015Q3 202345
Verition Fund Management LLC 1120.00%0.13%0.83%Q3 2013Q3 202345
XR Securities LLC 22220.00%0.04%0.28%Q2 2018Q3 202345
Spot Trading L.L.C 16160.00%0.06%0.37%Q2 2013Q1 201745
MONETA GROUP INVESTMENT ADVISORS LLC 45450.02%0.19%0.50%Q3 2012Q3 202345
TWO SIGMA ADVISERS, LP 1810.01%0.24%1.13%Q2 2013Q2 202245
RATIONAL ADVISORS LLC 1320.00%0.34%2.06%Q1 2009Q3 202344
Nuveen Asset Management, LLC 42420.00%0.24%0.57%Q2 2013Q3 202344
CIBC WORLD MARKETS CORP 2270.00%0.64%2.70%Q1 2014Q3 202344
BEACH INVESTMENT COUNSEL INC/PA 44440.03%0.27%1.96%Q1 2013Q4 202344
BRANDES INVESTMENT PARTNERS, LP 44441.71%2.38%3.35%Q4 2012Q3 202344
PRICE T ROWE ASSOCIATES INC /MD/ 42420.00%0.49%0.72%Q2 2013Q3 202344
LEAVELL INVESTMENT MANAGEMENT, INC. 4220.08%0.42%0.92%Q2 2010Q3 202344
First Financial Bank - Trust Division 44440.10%0.65%1.46%Q1 2013Q4 202344
US BANCORP \DE\ 42420.00%0.66%1.28%Q2 2013Q3 202344
Raymond James Financial Services Advisors, Inc. 42420.00%0.18%0.53%Q2 2013Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.03%0.46%0.92%Q4 2012Q3 202344
Crestwood Advisors Group, LLC 42420.00%1.05%2.08%Q2 2013Q3 202344
USS Investment Management Ltd 44440.27%1.89%3.66%Q4 2012Q3 202344
Joel Isaacson & Co., LLC 44440.04%0.22%0.47%Q4 2012Q3 202344
Ballentine Partners, LLC 42420.00%0.06%0.11%Q2 2013Q3 202344
SPINNAKER TRUST 42420.03%0.61%1.32%Q2 2013Q3 202344
ADAGE CAPITAL PARTNERS GP, L.L.C. 43430.28%0.73%1.64%Q1 2013Q3 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.02%0.89%2.28%Q1 2013Q3 202343
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.00%0.12%0.25%Q2 2013Q3 202343
LYNCH & ASSOCIATES/IN 43430.07%1.56%2.81%Q2 2013Q4 202343
SHEETS SMITH WEALTH MANAGEMENT 43430.06%0.24%0.49%Q1 2013Q3 202343
SHELTON CAPITAL MANAGEMENT 42420.01%2.74%6.59%Q2 2013Q3 202343
DUMONT & BLAKE INVESTMENT ADVISORS LLC 42420.00%0.42%0.71%Q2 2013Q3 202343
BROWN BROTHERS HARRIMAN & CO 43430.02%2.90%5.59%Q1 2013Q3 202343
PARK NATIONAL CORP /OH/ 43430.01%0.36%1.29%Q2 2013Q4 202343
Veritable, L.P. 43430.04%0.26%0.48%Q4 2012Q2 202343
BRYN MAWR TRUST Co 43430.01%0.76%1.51%Q1 2013Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.27%0.79%1.18%Q1 2013Q3 202343
AQR Capital Management 4210.03%0.42%0.91%Q4 2012Q3 202343
Boltwood Capital Management 43430.25%2.12%5.21%Q2 2013Q4 202343
BUCKINGHAM STRATEGIC WEALTH, LLC 42420.00%0.30%0.85%Q2 2013Q3 202343
TRUST CO OF TOLEDO NA /OH/ 43430.18%0.64%1.29%Q2 2013Q4 202343
APPLETON PARTNERS INC/MA 43430.06%0.95%2.67%Q2 2013Q4 202343
Retirement Systems of Alabama 43430.18%0.70%1.18%Q1 2013Q3 202343
Montecito Bank & Trust 43430.08%0.43%0.90%Q2 2013Q4 202343
M&R CAPITAL MANAGEMENT INC 43430.06%0.43%0.78%Q2 2013Q4 202343
PRELUDE CAPITAL MANAGEMENT, LLC 1710.00%0.06%0.47%Q4 2013Q3 202343
SEGALL BRYANT & HAMILL, LLC 43430.02%0.17%0.34%Q1 2013Q3 202343
LPL Financial LLC 42420.00%0.10%0.23%Q2 2013Q3 202343
BALDWIN BROTHERS LLC/MA 43430.03%0.53%1.55%Q2 2013Q4 202343
TRUIST FINANCIAL CORP 42420.00%0.29%0.84%Q2 2013Q3 202343
PRIVATE TRUST CO NA 43430.11%0.77%1.56%Q1 2013Q3 202343
COMMERCE BANK 43430.05%0.54%1.02%Q1 2013Q3 202343
NEVILLE RODIE & SHAW INC 43430.10%0.99%2.12%Q2 2013Q4 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.25%0.70%1.11%Q1 2013Q3 202343
CENTRAL TRUST Co 42420.02%0.20%0.51%Q2 2013Q3 202342
MEYER HANDELMAN CO 42420.15%0.39%0.52%Q2 2013Q3 202342
UNITED CAPITAL FINANCIAL ADVISORS, LLC 42420.08%0.14%0.22%Q2 2013Q3 202342
Parkside Financial Bank & Trust 42420.03%0.21%0.55%Q2 2013Q3 202342
LS Investment Advisors, LLC 42420.14%0.88%1.87%Q2 2013Q3 202342
RNC CAPITAL MANAGEMENT LLC 42420.05%2.43%4.56%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.20%0.76%1.28%Q2 2013Q3 202342
SIGNATUREFD, LLC 42420.02%0.08%0.21%Q2 2013Q3 202342
Convergence Investment Partners, LLC 42420.11%0.64%1.56%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.29%0.79%1.27%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.04%0.49%0.93%Q2 2013Q3 202342
DnB Asset Management AS 3930.09%0.37%0.85%Q2 2013Q4 202342
Sandy Spring Bank 42420.01%0.18%0.41%Q2 2013Q3 202342
Kovack Advisors, Inc. 21140.00%0.12%0.40%Q4 2014Q3 202342
FRANKLIN STREET ADVISORS INC /NC 42420.06%0.37%1.23%Q2 2013Q3 202342
COURIER CAPITAL LLC 42420.05%0.25%0.53%Q2 2013Q3 202342
MATRIX ASSET ADVISORS INC/NY 42421.29%3.23%4.60%Q2 2013Q3 202342
ARCADIA INVESTMENT MANAGEMENT CORP/MI 42420.01%0.08%0.17%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.12%0.51%0.86%Q2 2013Q3 202342
PARSONS CAPITAL MANAGEMENT INC/RI 42420.02%0.24%0.58%Q2 2013Q3 202342
1832 Asset Management L.P. 42420.03%0.64%2.09%Q2 2013Q3 202342
Smithfield Trust Co 42420.02%0.22%0.44%Q2 2013Q3 202342
DUNCKER STREETT & CO INC 42420.06%0.44%0.85%Q2 2013Q3 202342
ROTHSCHILD INVESTMENT LLC /IL 42420.06%0.13%0.18%Q2 2013Q3 202342
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 42420.00%0.00%0.01%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.05%0.15%0.22%Q2 2013Q3 202342
ENTERPRISE FINANCIAL SERVICES CORP 42420.01%0.14%0.30%Q2 2013Q3 202342
PRIVATE ASSET MANAGEMENT INC 42420.31%0.89%1.64%Q2 2013Q3 202342
BURNEY CO/ 42420.02%0.10%0.42%Q2 2013Q3 202342
PZENA INVESTMENT MANAGEMENT LLC 42420.28%1.88%3.47%Q2 2013Q3 202342
VANGUARD GROUP INC 42420.25%0.67%1.07%Q2 2013Q3 202342
MCDONALD CAPITAL INVESTORS INC/CA 42423.02%7.61%12.26%Q2 2013Q3 202342
FUKOKU MUTUAL LIFE INSURANCE Co 42420.03%0.16%0.94%Q2 2013Q3 202342
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 42420.06%0.62%1.87%Q2 2013Q3 202342
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 42421.02%1.86%2.44%Q2 2013Q3 202342
CLIFFORD SWAN INVESTMENT COUNSEL LLC 42420.92%1.96%2.73%Q2 2013Q3 202342
INTRUST BANK NA 42420.04%0.27%0.59%Q2 2013Q3 202342
PITTENGER & ANDERSON INC 42420.00%0.19%0.73%Q2 2013Q3 202342
LEE DANNER & BASS INC 42420.16%0.38%0.57%Q2 2013Q3 202342
MONARCH CAPITAL MANAGEMENT INC/ 42420.13%0.94%1.75%Q2 2013Q3 202342
DAVIS SELECTED ADVISERS 42424.23%6.75%9.17%Q2 2013Q3 202342
MAI Capital Management 42420.04%0.50%1.77%Q2 2013Q3 202342
BARR E S & CO 42420.30%2.17%3.57%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.28%0.79%1.19%Q2 2013Q3 202342
ATWOOD & PALMER INC 42420.03%0.12%0.33%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.11%0.43%0.74%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.23%0.78%1.31%Q2 2013Q3 202342
LSV ASSET MANAGEMENT 42420.12%0.66%1.98%Q2 2013Q3 202342
PEAPACK GLADSTONE FINANCIAL CORP 42420.05%0.25%0.58%Q2 2013Q3 202342
SCHWERIN BOYLE CAPITAL MANAGEMENT INC 42423.50%5.11%6.95%Q2 2013Q3 202342
STATE STREET CORP 42420.27%0.76%1.19%Q2 2013Q3 202342
BESSEMER GROUP INC 42420.00%0.45%1.39%Q2 2013Q3 202342
ADIRONDACK TRUST CO 42420.03%0.10%0.18%Q2 2013Q3 202342
WEATHERLY ASSET MANAGEMENT L. P. 42420.06%0.78%2.34%Q2 2013Q3 202342
WELCH & FORBES LLC 42420.05%0.86%1.62%Q2 2013Q3 202342
JACOBS & CO/CA 42420.03%0.13%0.25%Q2 2013Q3 202342
Tufton Capital Management 42420.39%1.49%1.96%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.26%0.85%1.61%Q2 2013Q3 202342
DUBUQUE BANK & TRUST CO 42420.02%0.36%1.63%Q2 2013Q3 202342
Ameritas Investment Partners, Inc. 42420.11%0.28%0.58%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.04%0.21%0.45%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.01%0.24%0.82%Q2 2013Q3 202342
UMB Bank, n.a. 42420.03%0.59%1.78%Q2 2013Q3 202342
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 42420.01%0.04%0.06%Q2 2013Q3 202342
NORTH STAR ASSET MANAGEMENT INC 42420.03%0.10%0.18%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%0.05%0.11%Q2 2013Q3 202342
CHILTON CAPITAL MANAGEMENT LLC 42420.03%0.69%1.84%Q2 2013Q3 202342
EVERETT HARRIS & CO /CA/ 42420.02%0.11%0.28%Q2 2013Q3 202342
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 42420.08%0.44%0.84%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.10%0.51%1.06%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.20%0.60%1.17%Q2 2013Q3 202342
MAIRS & POWER INC 42420.98%1.79%2.72%Q2 2013Q3 202342
CAMBRIDGE TRUST CO 42420.02%0.37%2.01%Q2 2013Q3 202342
HM PAYSON & CO 42420.04%0.89%1.84%Q2 2013Q3 202342
BERKSHIRE ASSET MANAGEMENT LLC/PA 42420.58%1.97%3.05%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.14%0.56%1.00%Q2 2013Q3 202342
HUTCHINSON CAPITAL MANAGEMENT/CA 42420.20%4.05%7.00%Q2 2013Q3 202342
WASHINGTON TRUST Co 42420.03%1.02%2.69%Q2 2013Q3 202342
D.A. DAVIDSON & CO. 42420.08%0.42%0.93%Q2 2013Q3 202342
CADINHA & CO LLC 42420.10%0.88%5.38%Q2 2013Q3 202342
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 42421.30%3.16%3.93%Q2 2013Q3 202342
MARCO INVESTMENT MANAGEMENT LLC 42420.11%0.61%1.40%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.27%0.55%0.91%Q2 2013Q3 202342
NORTHEAST INVESTMENT MANAGEMENT 42420.02%0.53%1.26%Q2 2013Q3 202342
S&CO INC 42420.20%0.75%1.53%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.10%0.34%0.72%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.34%0.90%1.42%Q2 2013Q3 202342
FIRST NATIONAL BANK SIOUX FALLS 42420.45%5.04%11.84%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.17%0.45%0.74%Q2 2013Q3 202342
BASSWOOD CAPITAL MANAGEMENT, L.L.C. 42420.09%3.30%4.85%Q2 2013Q3 202342
ZACKS INVESTMENT MANAGEMENT 42420.00%1.18%2.13%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.02%0.40%1.00%Q2 2013Q3 202342
FIRST FOUNDATION ADVISORS 42420.02%0.96%2.72%Q2 2013Q3 202342
RAYMOND JAMES TRUST N.A. 42420.18%0.82%1.41%Q2 2013Q3 202342
MACKENZIE FINANCIAL CORP 42420.01%0.44%1.43%Q2 2013Q3 202342
FIRST CITIZENS BANK & TRUST CO 42420.02%0.72%1.88%Q2 2013Q3 202342
MOODY NATIONAL BANK TRUST DIVISION 42420.08%0.21%0.44%Q2 2013Q3 202342
Capital Analysts, LLC 25170.00%0.06%0.26%Q4 2012Q3 202342
BURKE & HERBERT BANK & TRUST CO 42420.27%0.81%1.29%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.19%0.76%1.30%Q2 2013Q3 202342
WEBSTER BANK, N. A. 42420.05%0.30%1.81%Q2 2013Q3 202342
Invesco Ltd. 42420.23%0.42%0.56%Q2 2013Q3 202342
BRIDGEWAY CAPITAL MANAGEMENT, LLC 42420.08%0.45%0.88%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.12%0.63%1.28%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.00%0.80%1.52%Q2 2013Q3 202342
KCM INVESTMENT ADVISORS LLC 42420.08%1.50%2.68%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.35%0.93%1.82%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.01%1.00%1.66%Q2 2013Q3 202342
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 42420.11%0.28%0.88%Q2 2013Q3 202342
PINNACLE FINANCIAL PARTNERS INC 42420.03%0.75%1.66%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.27%0.76%1.21%Q2 2013Q3 202342
YACKTMAN ASSET MANAGEMENT LP 42420.61%1.20%2.10%Q2 2013Q3 202342
GOODWIN DANIEL L 42420.20%0.52%0.76%Q2 2013Q3 202342
LOGAN CAPITAL MANAGEMENT INC 42420.02%0.33%1.59%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.02%0.10%0.37%Q2 2013Q3 202342
WELLINGTON MANAGEMENT GROUP LLP 42420.00%0.75%1.89%Q2 2013Q3 202342
BRANDYWINE TRUST CO 42422.21%11.50%24.02%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.03%0.12%0.39%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.12%0.48%1.05%Q2 2013Q3 202342
KARPAS STRATEGIES, LLC 42420.86%1.80%2.60%Q2 2013Q3 202342
PETTYJOHN, WOOD & WHITE, INC 42420.10%0.45%1.27%Q2 2013Q3 202342
AXA S.A. 42420.02%0.42%1.30%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.10%0.37%0.76%Q2 2013Q3 202342
NBT BANK N A /NY 42420.16%0.91%1.67%Q2 2013Q3 202342
MONETARY MANAGEMENT GROUP INC 42420.07%0.33%0.64%Q2 2013Q3 202342
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 42420.03%0.26%0.70%Q2 2013Q3 202342
WOODMONT INVESTMENT COUNSEL LLC 42420.05%0.90%1.49%Q2 2013Q3 202342
TRUST CO OF VERMONT 42420.03%0.68%1.43%Q2 2013Q3 202342
PRENTISS SMITH & CO INC 42420.14%2.23%6.17%Q2 2013Q3 202342
HYMAN CHARLES D 42420.11%0.92%1.87%Q2 2013Q3 202342
MORGAN STANLEY 42420.08%0.31%0.77%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 42420.00%0.51%0.81%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.37%0.75%1.30%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.08%0.51%0.96%Q2 2013Q3 202342
AVIVA PLC 42420.11%0.67%1.25%Q2 2013Q3 202342
SENTRY INVESTMENT MANAGEMENT LLC 42420.12%0.68%1.19%Q2 2013Q3 202342
NICHOLS & PRATT ADVISERS LLP /MA 42420.02%0.11%0.22%Q2 2013Q3 202342
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42420.01%0.16%0.79%Q2 2013Q3 202342
PRIVATE MANAGEMENT GROUP INC 42420.04%0.94%2.66%Q2 2013Q3 202342
WEDBUSH SECURITIES INC 42420.12%0.70%2.17%Q2 2013Q3 202342
FACTORY MUTUAL INSURANCE CO 42420.56%1.19%1.66%Q2 2013Q3 202342
Meiji Yasuda Life Insurance Co 42420.01%0.68%1.45%Q2 2013Q3 202342
HENNESSY ADVISORS INC 42420.01%0.18%0.55%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.02%0.80%2.02%Q2 2013Q3 202342
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 42420.38%0.95%1.56%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.24%0.67%1.38%Q2 2013Q3 202342
GREENLEAF TRUST 42420.00%0.25%0.86%Q2 2013Q3 202342
KANAWHA CAPITAL MANAGEMENT LLC 42420.08%1.30%2.17%Q2 2013Q3 202342
Chesley Taft & Associates LLC 42420.20%0.59%1.81%Q2 2013Q3 202342
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 42420.77%2.64%4.27%Q2 2013Q3 202342
WESTWOOD HOLDINGS GROUP INC 42420.01%0.94%1.76%Q2 2013Q3 202342
KLCM Advisors, Inc. 42420.30%1.59%3.90%Q2 2013Q3 202342
PRIO WEALTH LIMITED PARTNERSHIP 42420.02%0.23%0.47%Q2 2013Q3 202342
TOCQUEVILLE ASSET MANAGEMENT L.P. 42420.01%0.16%0.34%Q2 2013Q3 202342
LOS ANGELES CAPITAL MANAGEMENT LLC 42420.02%0.54%1.33%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.01%0.48%1.24%Q2 2013Q3 202342
CIM INVESTMENT MANAGEMENT INC 42420.09%0.59%1.51%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.25%0.92%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.08%0.62%1.27%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.28%0.77%1.24%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.08%0.73%1.89%Q2 2013Q3 202342
CULBERTSON A N & CO INC 42420.39%1.52%2.51%Q2 2013Q3 202342
BAHL & GAYNOR INC 42420.02%0.28%0.86%Q2 2013Q3 202342
ALPINE WOODS CAPITAL INVESTORS, LLC 42421.73%4.46%16.24%Q2 2013Q3 202342
SILVERCREST ASSET MANAGEMENT GROUP LLC 42420.01%0.04%0.10%Q2 2013Q3 202342
SPRUCEGROVE INVESTMENT MANAGEMENT LTD 42420.45%2.61%5.16%Q2 2013Q3 202342
TCI Wealth Advisors, Inc. 42420.02%0.28%0.63%Q4 2012Q1 202342
LONDON CO OF VIRGINIA 42420.01%1.70%3.69%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.33%1.08%3.79%Q2 2013Q3 202342
Carlson Capital Management 42420.07%0.39%0.82%Q2 2013Q3 202342
EVERGREEN CAPITAL MANAGEMENT LLC 42420.02%0.39%1.05%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.04%0.94%1.84%Q2 2013Q3 202342
Hilltop Holdings Inc. 42420.05%0.29%0.58%Q2 2013Q3 202342
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 42420.02%0.48%1.68%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.01%0.26%0.83%Q2 2013Q3 202342
THOMPSON INVESTMENT MANAGEMENT, INC. 42420.04%0.32%0.93%Q2 2013Q3 202342
FIRST NATIONAL TRUST CO 42420.04%0.59%1.41%Q2 2013Q3 202342
TOWER BRIDGE ADVISORS 42420.04%0.17%0.50%Q2 2013Q3 202342
WEIK CAPITAL MANAGEMENT 42421.09%2.31%3.00%Q2 2013Q3 202342
Laird Norton Wetherby Wealth Management, LLC 42420.08%0.52%0.96%Q2 2013Q3 202342
SUMMITRY LLC 42420.14%2.36%4.22%Q2 2013Q3 202342
MARTIN & CO INC /TN/ 42420.24%0.72%1.42%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.10%0.70%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.02%0.72%1.61%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.07%0.18%0.28%Q2 2013Q3 202342
WINSLOW ASSET MANAGEMENT INC 42420.60%1.43%2.07%Q2 2013Q3 202342
Murphy Pohlad Asset Management LLC 42420.17%0.83%1.72%Q2 2013Q3 202342
JNBA Financial Advisors 42420.04%0.22%0.65%Q2 2013Q3 202342
WASHINGTON TRUST BANK 42420.04%0.50%2.07%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.03%0.14%0.33%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.23%0.71%1.18%Q2 2013Q3 202342
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 42420.02%0.23%0.86%Q2 2013Q3 202342
ProVise Management Group, LLC 42420.14%1.10%1.67%Q2 2013Q3 202342
MOTCO 42420.00%0.06%0.38%Q2 2013Q3 202342
DELTA ASSET MANAGEMENT LLC/TN 42421.28%3.12%4.33%Q2 2013Q3 202342
Somerset Group LLC 42421.06%2.72%4.37%Q2 2013Q3 202342
NEW ENGLAND ASSET MANAGEMENT INC 42420.00%20.11%43.07%Q2 2013Q3 202342
Lafayette Investments 42420.20%1.71%2.74%Q2 2013Q3 202342
Douglass Winthrop Advisors, LLC 42420.02%0.09%0.19%Q2 2013Q3 202342
America First Investment Advisors, LLC 42420.00%0.03%0.05%Q2 2013Q3 202342
Hills Bank & Trust Co 42420.02%0.90%1.76%Q2 2013Q3 202342
SG Americas Securities, LLC 42420.01%0.24%0.76%Q2 2013Q3 202342
FDx Advisors, Inc. 42420.02%0.32%0.80%Q2 2013Q3 202342
Gardner Russo & Gardner 42420.29%3.97%7.29%Q2 2013Q3 202342
STEWART & PATTEN CO LLC 42420.13%1.82%2.86%Q2 2013Q3 202342
HIGHLAND CAPITAL MANAGEMENT, LLC 42420.03%0.78%2.24%Q2 2013Q3 202342
Capital International Investors 42420.04%0.92%2.16%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.28%0.81%1.20%Q2 2013Q3 202342
Essex Financial Services, Inc. 42420.07%0.65%1.21%Q2 2013Q3 202342
Fisher Asset Management, LLC 42420.00%0.72%2.10%Q2 2013Q3 202342
TCW GROUP INC 42420.01%0.17%0.53%Q2 2013Q3 202342
ROCKLAND TRUST CO 42420.03%1.78%2.92%Q2 2013Q3 202342
Mondrian Investment Partners LTD 42420.63%1.82%3.62%Q2 2013Q3 202342
FARMERS TRUST CO 42420.10%0.58%1.56%Q2 2013Q3 202342
Allworth Financial LP 42420.02%0.11%0.47%Q2 2013Q3 202342
Haverford Trust Co 42420.02%1.33%3.12%Q2 2013Q3 202342
ZWJ INVESTMENT COUNSEL INC 42420.02%0.11%0.41%Q2 2013Q3 202342
Argyle Capital Management Inc. 42420.20%0.85%1.47%Q2 2013Q3 202342
Bartlett & Co. LLC 26160.02%0.79%1.98%Q2 2013Q4 202342
Utah Retirement Systems 42420.28%0.82%1.25%Q2 2013Q3 202342
CRAWFORD INVESTMENT COUNSEL INC 42420.01%0.17%0.78%Q2 2013Q3 202342
Bragg Financial Advisors, Inc 42420.03%0.53%1.21%Q2 2013Q3 202342
Hudock, Inc. 42420.08%0.88%3.59%Q2 2013Q3 202342
Janney Montgomery Scott LLC 42420.04%0.38%1.72%Q2 2013Q3 202342
ST GERMAIN D J CO INC 3930.03%1.06%2.08%Q2 2013Q4 202342
Granite Investment Partners, LLC 42420.04%0.64%1.82%Q2 2013Q3 202342
Ironwood Investment Counsel, LLC 42420.14%0.25%0.38%Q2 2013Q3 202342
MONTAG A & ASSOCIATES INC 42420.04%0.44%1.00%Q2 2013Q3 202342
Brandywine Global Investment Management, LLC 42420.04%1.47%2.47%Q2 2013Q3 202342
Prospera Financial Services Inc 42420.12%0.18%0.47%Q2 2013Q3 202342
Aspen Investment Management Inc 42420.18%0.58%0.98%Q2 2013Q3 202342
SOL Capital Management CO 42420.34%0.54%0.80%Q2 2013Q3 202342
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 42420.05%0.15%0.24%Q2 2013Q3 202342
Triangle Securities Wealth Management 42420.44%1.18%1.79%Q2 2013Q3 202342
SYNOVUS FINANCIAL CORP 42420.02%0.15%0.32%Q2 2013Q3 202342
GREATMARK INVESTMENT PARTNERS, INC. 42420.12%1.71%2.69%Q2 2013Q3 202342
Estabrook Capital Management 42420.71%1.46%2.42%Q2 2013Q3 202342
BROWN ADVISORY INC 42420.02%0.45%1.10%Q2 2013Q3 202342
ClearBridge Investments 42420.10%0.37%0.60%Q2 2013Q3 202342
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 42420.03%1.04%3.44%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.02%0.51%1.19%Q2 2013Q3 202342
OSTERWEIS CAPITAL MANAGEMENT INC 42420.01%0.03%0.05%Q2 2013Q3 202342
Clark Capital Management Group, Inc. 42420.01%0.47%1.34%Q2 2013Q3 202342
Hartford Financial Management Inc. 42420.07%0.81%1.50%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.04%0.23%0.45%Q2 2013Q3 202342
JOHNSON INVESTMENT COUNSEL INC 42420.01%0.07%0.27%Q2 2013Q3 202342
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 42420.03%1.81%4.08%Q2 2013Q3 202342
STRS OHIO 42420.32%0.77%1.20%Q2 2013Q3 202342
Boston Trust Walden Corp 42420.00%0.06%0.46%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.13%0.59%1.10%Q2 2013Q3 202342
ProShare Advisors LLC 42420.09%0.52%1.31%Q2 2013Q3 202342
TOMPKINS FINANCIAL CORP 32100.02%0.25%0.79%Q2 2013Q4 202342
Cetera Advisor Networks LLC 21210.06%0.28%0.60%Q1 2013Q3 202342
Cetera Advisors LLC 1840.00%0.08%0.15%Q2 2013Q3 202342
JONES FINANCIAL COMPANIES LLLP 42420.00%0.03%0.09%Q2 2013Q3 202342
HARRIS ASSOCIATES L P 42420.66%1.96%3.27%Q2 2013Q3 202342
DIVIDEND ASSETS CAPITAL, LLC 42420.00%0.04%0.09%Q2 2013Q3 202342
PineBridge Investments, L.P. 42420.03%0.66%2.35%Q2 2013Q3 202342
Mariner, LLC 42420.04%0.31%1.15%Q2 2013Q3 202342
NORGES BANK 4020.26%0.86%2.07%Q2 2012Q4 202242
NEW YORK STATE COMMON RETIREMENT FUND 42420.32%0.80%1.16%Q2 2013Q3 202342
Highlander Capital Management, LLC 42420.10%0.30%0.43%Q2 2013Q3 202342
GAMCO INVESTORS, INC. ET AL 42420.43%0.88%1.28%Q2 2013Q3 202342
HBK Sorce Advisory LLC 42420.03%0.17%0.45%Q2 2013Q3 202342
Accredited Investors Inc. 42420.05%0.29%0.88%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.40%1.17%2.28%Q2 2013Q3 202342
CONNING INC. 42420.04%0.38%1.45%Q2 2013Q3 202342
Brookmont Capital Management 42421.18%2.63%3.76%Q2 2013Q3 202342
Boston Partners 42420.11%1.23%2.28%Q2 2013Q3 202342
BECKER CAPITAL MANAGEMENT INC 42420.02%0.79%2.37%Q2 2013Q3 202342
GUARDIAN CAPITAL ADVISORS LP 42420.33%1.16%1.91%Q2 2013Q3 202342
TEACHER RETIREMENT SYSTEM OF TEXAS 42420.10%0.80%2.00%Q2 2013Q3 202342
Marble Harbor Investment Counsel, LLC 42420.37%1.05%1.80%Q2 2013Q3 202342
CARRET ASSET MANAGEMENT, LLC 42420.17%0.33%0.53%Q2 2013Q3 202342
West Oak Capital, LLC 42420.01%0.70%1.62%Q2 2013Q3 202342
Aull & Monroe Investment Management Corp 42420.17%0.46%0.80%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.11%0.76%1.44%Q2 2013Q3 202342
DODGE & COX 42422.43%3.44%4.25%Q2 2013Q3 202342
BLB&B Advisors, LLC 42420.06%0.30%0.64%Q2 2013Q3 202342
American Assets Investment Management, LLC 42422.39%8.57%16.48%Q2 2013Q3 202342
Rafferty Asset Management, LLC 42420.16%0.86%2.74%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.08%0.68%1.47%Q2 2013Q3 202342
Timber Creek Capital Management LLC 42420.01%0.04%0.11%Q2 2013Q3 202342
LOWE BROCKENBROUGH & CO INC 42420.18%0.68%1.42%Q2 2013Q3 202342
Summit Asset Management, LLC 42420.09%0.27%0.42%Q2 2013Q3 202342
Manchester Capital Management LLC 42420.01%0.06%0.12%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.00%0.01%0.03%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.08%0.43%1.18%Q2 2013Q3 202342
Employees Retirement System of Texas 42420.14%0.77%1.30%Q2 2013Q3 202342
KING LUTHER CAPITAL MANAGEMENT CORP 42420.01%0.61%1.80%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42420.01%0.03%0.09%Q2 2013Q3 202342
TOKIO MARINE ASSET MANAGEMENT CO LTD 42420.07%0.57%1.80%Q2 2013Q3 202342
Choate Investment Advisors 42420.06%0.21%0.43%Q2 2013Q3 202342
GHP Investment Advisors, Inc. 42420.04%0.16%0.25%Q2 2013Q3 202342
Legal & General Group Plc 42420.26%0.82%1.43%Q2 2013Q3 202342
SouthState Corp 42420.04%0.22%0.76%Q2 2013Q3 202342
Miller Investment Management, LP 42420.22%0.57%1.37%Q2 2013Q3 202342
BARROW HANLEY MEWHINNEY & STRAUSS LLC 42421.56%2.58%3.30%Q2 2013Q3 202342
ENVESTNET ASSET MANAGEMENT INC 42420.00%0.10%0.33%Q2 2013Q3 202342
PRIMECAP MANAGEMENT CO/CA/ 42420.13%1.17%2.07%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.28%1.42%5.02%Q2 2013Q3 202342
Norinchukin Bank, The 42420.04%0.14%0.24%Q2 2013Q3 202342
KBC Group NV 42420.06%0.39%0.66%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.18%0.63%1.32%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.30%0.85%1.31%Q2 2013Q3 202342
STEPHENS INC /AR/ 42420.06%0.25%0.52%Q2 2013Q3 202342
Meiji Yasuda Asset Management Co Ltd. 42420.09%0.93%2.22%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.03%0.25%1.33%Q2 2013Q3 202342
PITCAIRN CO 42420.02%0.28%0.77%Q2 2013Q3 202342
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 42421.55%3.36%4.85%Q2 2013Q3 202342
Capital Investment Counsel, Inc 42420.21%0.44%0.86%Q2 2013Q3 202342
Pacifica Capital Investments, LLC 42420.10%3.20%11.76%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.03%0.31%1.19%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.07%0.22%0.42%Q2 2013Q3 202342
HANCOCK WHITNEY CORP 42420.01%0.26%0.86%Q2 2013Q3 202342
PUTNAM INVESTMENTS LLC 42420.00%0.45%1.11%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.05%0.36%0.66%Q2 2013Q3 202342
FMR LLC 42420.25%0.79%1.30%Q2 2013Q3 202342
PINNACLE ASSOCIATES LTD 42420.07%0.16%0.31%Q2 2013Q3 202342
TCTC Holdings, LLC 42420.00%0.03%0.08%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.04%0.21%0.46%Q2 2013Q3 202342
Tweedy, Browne Co LLC 42421.95%4.73%7.86%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.24%0.71%1.16%Q2 2013Q3 202342
WELLS FARGO & COMPANY/MN 42420.01%0.10%0.31%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.06%0.57%1.50%Q2 2013Q3 202342
BRIDGES INVESTMENT MANAGEMENT INC 42420.02%1.03%1.78%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.23%0.64%1.04%Q2 2013Q3 202342
FIL Ltd 42420.06%0.48%1.32%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.07%1.00%2.06%Q2 2013Q3 202342
Busey Bank 42420.03%0.87%1.99%Q2 2013Q3 202342
Savant Capital, LLC 42420.05%0.50%1.22%Q2 2013Q3 202342
First City Capital Management, Inc. 42420.36%0.63%0.77%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.26%0.75%1.15%Q2 2013Q3 202342
Evercore Wealth Management, LLC 42420.03%0.23%0.56%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.19%0.51%1.02%Q2 2013Q3 202342
NORTHWEST INVESTMENT COUNSELORS, LLC 42420.07%0.81%1.39%Q2 2013Q3 202342
Holowesko Partners Ltd. 42422.38%6.62%11.16%Q2 2013Q3 202342
FIDUCIARY TRUST CO 42420.04%0.55%1.20%Q2 2013Q3 202342
ARROW FINANCIAL CORP 42420.03%0.59%1.70%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.06%0.53%1.16%Q2 2013Q3 202342
Palisade Asset Management, LLC 42420.08%1.06%2.43%Q2 2013Q3 202342
PIONEER TRUST BANK N A/OR 42420.25%2.03%3.38%Q2 2013Q3 202342
APG Asset Management N.V. 42420.07%0.64%0.97%Q2 2013Q3 202342
FIRST FINANCIAL CORP /IN/ 42420.04%0.36%0.88%Q2 2013Q3 202342
Sterneck Capital Management, LLC 42420.23%0.89%1.79%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.08%0.45%0.91%Q2 2013Q3 202342
Mechanics Bank Trust Department 42420.05%0.44%1.14%Q2 2013Q3 202342
1ST SOURCE BANK 42420.05%0.31%0.71%Q2 2013Q3 202342
Johnson Financial Group, Inc. 42420.00%0.55%1.63%Q2 2013Q3 202342
Korea Investment CORP 42420.24%0.77%1.31%Q2 2013Q3 202342
Nexus Investment Management ULC 42420.03%0.17%0.32%Q2 2013Q3 202342
OLD NATIONAL BANCORP /IN/ 42420.04%0.97%2.30%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.23%0.82%1.39%Q2 2013Q3 202342
Ancora Advisors LLC 42420.02%0.30%0.72%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.22%0.52%0.95%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.08%0.88%1.76%Q2 2013Q3 202342
CULLEN/FROST BANKERS, INC. 42420.06%0.53%1.10%Q2 2013Q3 202342
YHB Investment Advisors, Inc. 42420.12%0.41%0.79%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.23%0.75%1.33%Q2 2013Q3 202342
Neuberger Berman Group LLC 42420.01%0.22%0.54%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.07%0.34%1.09%Q2 2013Q3 202342
Cohen Klingenstein LLC 42420.08%0.17%0.31%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.14%0.31%0.53%Q2 2013Q3 202342
Ipswich Investment Management Co., Inc. 42420.06%0.36%1.29%Q2 2013Q3 202342
Hikari Tsushin, Inc. 3380.04%8.48%18.29%Q2 2013Q3 202341
First National Bank of Hutchinson 41410.10%0.23%0.36%Q2 2013Q2 202341
OPTIMUM INVESTMENT ADVISORS 3470.02%0.14%0.27%Q3 2013Q4 202341
Endurance Wealth Management, Inc. 41410.00%0.45%1.19%Q2 2013Q2 202341
Clean Yield Group 31100.03%0.12%0.24%Q2 2013Q3 202341
COOKE & BIELER LP 41410.01%1.60%2.81%Q2 2013Q2 202341
Iowa State Bank 41410.11%2.06%3.71%Q2 2013Q2 202341
Focused Wealth Management, Inc 41410.00%0.07%0.20%Q3 2013Q3 202341
ING GROEP NV 19100.00%0.60%2.01%Q1 2013Q3 202341
Sand Hill Global Advisors, LLC 30110.01%0.35%1.03%Q2 2013Q3 202341
Peak Asset Management, LLC 36360.00%1.14%2.29%Q4 2014Q3 202341
SALEM INVESTMENT COUNSELORS INC 24170.03%0.48%1.24%Q2 2013Q3 202341
J.P. Morgan Private Wealth Advisors LLC 4010.03%0.47%1.22%Q2 2013Q3 202341
Coastline Trust Co 30110.03%0.31%0.64%Q2 2013Q3 202341
Fruth Investment Management 29120.07%0.20%0.33%Q2 2013Q3 202341
Kistler-Tiffany Companies, LLC 41410.02%0.23%0.44%Q2 2013Q2 202341
FINANCIAL COUNSELORS INC 28130.01%0.15%0.59%Q2 2013Q3 202341
MARSHALL WACE, LLP 1610.00%0.14%1.15%Q2 2015Q3 202341
PATTEN & PATTEN INC/TN 29120.02%0.66%1.63%Q2 2013Q3 202341
BEACON FINANCIAL GROUP 41410.42%1.18%2.58%Q3 2013Q3 202341
FAYEZ SAROFIM & CO 4010.00%0.23%0.56%Q2 2013Q3 202341
BOKF, NA 3290.06%0.46%1.05%Q2 2013Q3 202341
Indiana Trust & Investment Management CO 3920.10%0.58%1.06%Q2 2013Q3 202341
Cohen Capital Management, Inc. 29120.05%0.40%0.80%Q2 2013Q3 202341
Telos Capital Management, Inc. 22190.07%0.56%1.73%Q2 2013Q3 202341
Morningstar Investment Services LLC 27140.73%1.43%2.62%Q2 2013Q3 202341
Atria Investments, Inc 27140.06%0.16%0.33%Q2 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.21%0.59%1.16%Q2 2013Q3 202341
SSI INVESTMENT MANAGEMENT LLC 27140.02%0.05%0.18%Q2 2013Q3 202341
AMG National Trust Bank 1910.01%0.08%0.31%Q2 2013Q3 202341
Atlas Brown,Inc. 30110.08%0.18%0.43%Q2 2013Q3 202341
Spears Abacus Advisors LLC 41410.09%0.19%0.35%Q2 2013Q2 202341
GUYASUTA INVESTMENT ADVISORS INC 41410.02%0.72%1.82%Q3 2013Q3 202341
EP Wealth Advisors, LLC 23180.00%0.16%0.36%Q2 2013Q3 202341
Capital Investment Advisors, LLC 41410.06%0.24%0.48%Q4 2013Q4 202341
Gradient Investments LLC 24170.00%0.09%0.48%Q2 2013Q3 202341
BRADLEY FOSTER & SARGENT INC/CT 28130.04%0.56%1.50%Q2 2013Q3 202341
SNS Financial Group, LLC 40400.02%0.14%1.13%Q4 2013Q3 202341
State of Tennessee, Treasury Department 41410.09%0.70%1.41%Q3 2013Q3 202341
Arizona State Retirement System 3380.28%0.61%0.97%Q1 2013Q3 202341
BAXTER BROS INC 30110.72%2.36%4.09%Q2 2013Q3 202341
Hodges Capital Management Inc. 3380.02%0.19%0.99%Q2 2013Q3 202341
CENTRAL BANK & TRUST CO 3560.00%0.03%0.17%Q2 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.35%0.93%1.46%Q3 2013Q3 202341
JARISLOWSKY, FRASER Ltd 29120.01%0.66%1.27%Q2 2013Q3 202341
WESBANCO BANK INC 30110.08%0.81%1.67%Q2 2013Q3 202341
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 41410.01%0.28%1.12%Q3 2013Q3 202341
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 29120.01%0.13%0.41%Q2 2013Q3 202341
Mraz, Amerine & Associates, Inc. 41410.11%0.32%0.57%Q2 2013Q2 202341
Advisory Services Network, LLC 27140.06%0.24%0.60%Q2 2013Q3 202341
Perigon Wealth Management, LLC 4010.17%0.37%1.13%Q3 2011Q3 202341
BNP Paribas Asset Management Holding S.A. 3740.00%0.31%1.12%Q2 2013Q3 202341
SUMITOMO LIFE INSURANCE CO 41410.05%0.77%1.45%Q3 2013Q3 202341
ACADIAN ASSET MANAGEMENT LLC 41410.01%0.27%1.22%Q3 2013Q3 202341
BRIGHTON JONES LLC 26150.05%0.28%0.58%Q2 2013Q3 202341
Alberta Investment Management Corp 29120.02%0.19%0.52%Q2 2013Q3 202341
Carnegie Capital Asset Management, LLC 21200.04%0.41%1.52%Q2 2013Q3 202341
INTACT INVESTMENT MANAGEMENT INC. 3470.03%0.13%0.34%Q2 2013Q3 202341
Private Ocean, LLC 40400.00%0.05%0.17%Q4 2013Q3 202340
LINCOLN NATIONAL CORP 40400.02%0.08%0.18%Q4 2013Q3 202340
OARSMAN CAPITAL, INC. 2710.08%0.45%0.74%Q2 2013Q3 202340
MERIDIAN INVESTMENT COUNSEL INC. 40400.25%0.51%0.74%Q4 2013Q3 202340
INVESTMENT MANAGEMENT OF VIRGINIA LLC 40400.46%1.35%2.96%Q2 2013Q1 202340
MEEDER ASSET MANAGEMENT INC 3910.02%0.44%1.39%Q2 2013Q3 202340
Tradewinds Capital Management, LLC 40400.01%0.08%0.30%Q4 2013Q3 202340
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 28120.05%0.17%0.39%Q2 2013Q3 202340
QV Investors Inc. 3810.65%3.13%10.34%Q1 2011Q3 202340
Compagnie Lombard Odier SCmA 40400.02%0.21%0.67%Q4 2013Q3 202340
EARNEST PARTNERS LLC 40400.00%0.07%0.20%Q4 2013Q3 202340
MASSMUTUAL TRUST CO FSB/ADV 29110.00%0.41%1.67%Q4 2013Q4 202340
Blume Capital Management, Inc. 40400.26%2.14%4.07%Q4 2013Q3 202340
WS MANAGEMENT LLLP 33330.20%3.40%7.62%Q2 2013Q2 202140
Alpha Cubed Investments, LLC 40400.04%0.90%2.60%Q4 2013Q3 202340
Moors & Cabot, Inc. 39390.00%0.24%0.43%Q1 2014Q3 202340
SCHNIEDERS CAPITAL MANAGEMENT LLC 40400.20%2.06%4.17%Q4 2013Q3 202340
WESTPAC BANKING CORP 40400.18%0.50%0.87%Q2 2013Q1 202340
Bedell Frazier Investment Counselling, LLC 2710.06%0.47%2.80%Q2 2013Q3 202340
Avalon Investment & Advisory 40400.12%1.25%1.98%Q2 2013Q1 202340
PICTET BANK & TRUST Ltd 40401.20%1.98%3.55%Q4 2013Q3 202340
CWM, LLC 3280.06%0.57%2.47%Q3 2013Q3 202340
PEOPLES FINANCIAL SERVICES CORP. 40400.31%0.71%2.27%Q4 2013Q3 202340
ARROWGRASS CAPITAL PARTNERS (US) LP 1230.01%0.20%0.52%Q1 2015Q4 201840
Louisiana State Employees Retirement System 40400.21%0.56%0.92%Q4 2013Q3 202340
Kentucky Retirement Systems 3730.35%0.90%1.45%Q3 2013Q3 202340
ALTFEST L J & CO INC 40400.06%0.38%0.94%Q4 2013Q3 202340
Parsec Financial Management, Inc. 40400.02%0.19%0.53%Q2 2013Q1 202340
Dynamic Advisor Solutions LLC 40400.04%0.25%0.57%Q4 2013Q3 202340
1834 INVESTMENT ADVISORS CO 3730.01%0.66%1.61%Q2 2013Q3 202340
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 3730.26%0.94%1.45%Q2 2013Q3 202340
Ramsay, Stattman, Vela & Price, Inc. 3910.04%1.08%2.67%Q2 2013Q2 202340
UNITED FIRE GROUP INC 40400.79%4.13%5.99%Q2 2013Q1 202340
Cranbrook Wealth Management, LLC 40400.01%0.03%0.05%Q4 2013Q3 202340
ADAMS DIVERSIFIED EQUITY FUND, INC. 28120.14%1.61%2.69%Q2 2013Q3 202340
PRUDENTIAL PLC 2940.00%1.62%3.28%Q2 2013Q3 202340
DUPONT CAPITAL MANAGEMENT CORP 40400.00%0.26%1.07%Q2 2013Q1 202340
Barbara Oil Co. 40400.30%0.78%1.28%Q4 2013Q3 202340
Gotham Asset Management, LLC 3640.00%0.14%0.93%Q2 2013Q3 202340
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40400.05%0.48%0.87%Q4 2013Q3 202340
LORD, ABBETT & CO. LLC 30100.01%0.31%1.04%Q2 2013Q3 202340
Avior Wealth Management, LLC 40400.12%0.84%1.73%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.31%0.88%1.39%Q4 2013Q3 202340
REGENTS OF THE UNIVERSITY OF CALIFORNIA 3820.06%1.42%4.94%Q2 2013Q3 202340
VICUS CAPITAL 40400.03%0.08%0.16%Q4 2013Q3 202340
Daily Journal Corporation 404029.53%51.00%67.40%Q4 2013Q3 202340
Waldron Private Wealth LLC 40400.02%0.13%0.59%Q4 2013Q3 202340
HERITAGE INVESTORS MANAGEMENT CORP 40400.01%0.57%1.01%Q2 2013Q1 202340
Financial Engines Advisors L.L.C. 3190.00%0.01%0.10%Q3 2013Q3 202340
Bollard Group LLC 3910.00%0.05%0.12%Q2 2013Q2 202340
CPWM, LLC 3510.09%0.40%0.86%Q4 2011Q3 202240
Lido Advisors, LLC 31310.00%0.16%0.58%Q1 2016Q3 202340
Capital Advisors, Ltd. LLC 40400.00%0.01%0.02%Q4 2013Q3 202340
Stonebridge Capital Advisors LLC 40400.24%0.70%1.30%Q4 2013Q3 202340
CONNORS INVESTOR SERVICES INC 29110.07%1.61%2.62%Q2 2013Q3 202340
Brookstone Capital Management 40400.01%0.11%0.55%Q4 2013Q3 202340
Perkins Coie Trust Co 40400.49%1.15%1.98%Q4 2013Q3 202340
COMERICA BANK 3820.02%0.48%0.79%Q3 2013Q3 202340
Tarbox Family Office, Inc. 40400.08%0.29%0.64%Q4 2013Q3 202340
VAN STRUM & TOWNE INC. 40400.11%0.26%0.39%Q4 2013Q3 202340
KLINGENSTEIN FIELDS & CO LP 3620.01%0.08%0.16%Q2 2013Q3 202340
American Money Management, LLC 40400.36%1.75%4.00%Q4 2013Q3 202340
Centiva Capital, LP 1510.00%0.16%0.96%Q2 2018Q3 202340
Arete Wealth Advisors, LLC 40400.02%0.13%0.50%Q4 2013Q3 202340
Tower Research Capital LLC (TRC) 25150.00%0.20%0.81%Q3 2013Q3 202340
CKW FINANCIAL GROUP 40400.03%0.06%0.17%Q4 2013Q3 202340
ROCKY MOUNTAIN ADVISERS, LLC 40400.03%0.89%3.30%Q4 2013Q3 202340
Heritage Wealth Advisors 40400.00%0.22%0.83%Q4 2013Q3 202340
CAAS CAPITAL MANAGEMENT LP 15150.01%0.23%0.68%Q1 2020Q3 202340
LEVIN CAPITAL STRATEGIES, L.P. 2350.01%0.28%2.17%Q2 2013Q3 202340
Oakworth Capital, Inc. 40400.01%0.10%0.33%Q4 2013Q3 202340
HighTower Trust Company, N.A. 40400.03%0.18%0.77%Q2 2013Q1 202340
Supplemental Annuity Collective Trust of NJ 39390.32%1.05%1.81%Q1 2014Q3 202339
GOFEN & GLOSSBERG LLC /IL/ 39390.13%0.48%0.87%Q2 2013Q4 202239
CHOREO, LLC 39390.02%0.18%0.35%Q1 2014Q3 202339
Bank Pictet & Cie (Europe) AG 3360.22%1.25%4.02%Q4 2013Q3 202339
New Jersey Better Educational Savings Trust 39390.41%1.17%2.09%Q1 2014Q3 202339
HALL LAURIE J TRUSTEE 13130.06%0.34%0.62%Q2 2013Q3 202339
Rothschild & Co Wealth Management UK Ltd 39390.14%9.60%17.93%Q1 2014Q3 202339
Plancorp, LLC 27120.02%0.39%1.46%Q4 2013Q3 202339
FULTON BANK, N.A. 28110.03%0.14%0.32%Q2 2013Q4 202339
COUNTRY TRUST BANK 39390.00%1.14%2.64%Q2 2014Q4 202339
Winch Advisory Services, LLC 39390.03%0.34%3.35%Q1 2014Q3 202339
Hikari Power Ltd 39390.72%8.41%17.80%Q1 2014Q3 202339
Citizens Business Bank 39390.38%0.68%0.97%Q4 2012Q2 202239
Archford Capital Strategies, LLC 39390.18%0.56%1.15%Q1 2014Q3 202339
Tortoise Investment Management, LLC 27120.00%0.01%0.01%Q1 2013Q3 202339
SAWGRASS ASSET MANAGEMENT LLC 3450.03%0.09%0.15%Q2 2013Q1 202339
BANK PICTET & CIE (ASIA) LTD 3360.35%1.29%3.11%Q4 2013Q3 202339
Cannell & Co. 39390.01%0.05%0.10%Q1 2014Q3 202339
LOOMIS SAYLES & CO L P 2350.00%0.22%0.63%Q2 2013Q3 202339
Calamos Wealth Management LLC 27120.03%0.89%1.95%Q2 2013Q3 202339
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 39390.29%0.81%1.37%Q1 2014Q3 202339
CIBC Private Wealth Group, LLC 39390.02%0.59%1.29%Q1 2014Q3 202339
GAMBLE JONES INVESTMENT COUNSEL 39390.03%0.40%0.95%Q2 2013Q4 202239
Court Place Advisors, LLC 39390.07%0.27%0.56%Q4 2013Q2 202339
COLONY GROUP LLC 3090.00%0.06%0.30%Q4 2013Q3 202339
Thomasville National Bank 27120.10%0.60%2.48%Q3 2013Q3 202339
BANK OF THE WEST 39390.04%0.68%1.97%Q2 2013Q4 202239
STIFEL FINANCIAL CORP 39390.08%0.47%1.31%Q1 2014Q3 202339
RIVER GLOBAL INVESTORS LLP 3230.02%1.42%6.63%Q2 2013Q3 202339
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 39390.13%1.31%2.47%Q1 2014Q3 202339
Acropolis Investment Management, LLC 39390.01%0.20%0.51%Q1 2014Q3 202339
GREAT LAKES ADVISORS, LLC 27120.01%0.78%1.83%Q2 2013Q3 202339
Goelzer Investment Management, Inc. 20190.03%0.17%0.40%Q1 2013Q3 202339
Livforsakringsbolaget Skandia, Omsesidigt 39390.06%0.76%1.38%Q1 2014Q3 202339
FIRST AMERICAN TRUST, FSB 27120.08%1.35%2.79%Q2 2013Q1 202339
HALBERT HARGROVE GLOBAL ADVISORS, LLC 23160.02%0.16%0.52%Q2 2013Q1 202339
North Star Investment Management Corp. 39390.03%0.09%0.17%Q1 2014Q3 202339
NJ State Employees Deferred Compensation Plan 39390.32%0.79%1.12%Q1 2014Q3 202339
CORNERCAP INVESTMENT COUNSEL INC 29100.31%1.10%1.91%Q2 2013Q1 202339
WealthPLAN Partners, LLC 2110.00%0.44%1.48%Q1 2015Q4 202339
L. Roy Papp & Associates, LLP 2810.03%0.07%0.10%Q2 2013Q3 202339
BANQUE PICTET & CIE SA 3360.36%1.10%2.66%Q4 2013Q3 202339
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.31%0.51%Q2 2015Q3 202339
Welch Group, LLC 28110.02%0.10%0.18%Q2 2013Q3 202339
Dana Investment Advisors, Inc. 19190.01%0.69%1.65%Q2 2013Q3 202338
OLD SECOND NATIONAL BANK OF AURORA 38380.01%0.83%2.50%Q2 2013Q3 202238
HOWE & RUSLING INC 38380.02%0.27%1.73%Q2 2013Q3 202238
Grassi Investment Management 38380.24%1.00%1.92%Q2 2014Q3 202338
VICTORY CAPITAL MANAGEMENT INC 3620.02%0.10%0.66%Q3 2013Q3 202338
Grantham, Mayo, Van Otterloo & Co. LLC 25130.00%1.43%2.53%Q2 2013Q3 202338
TWIN CAPITAL MANAGEMENT INC 2990.05%0.68%1.34%Q2 2013Q3 202338
Van Cleef Asset Management,Inc 27110.04%0.12%0.29%Q3 2013Q3 202338
Ally Financial Inc. 2730.28%1.41%3.16%Q2 2013Q3 202338
BTR CAPITAL MANAGEMENT INC 38380.04%0.36%0.93%Q2 2013Q3 202238
Buffington Mohr McNeal 27110.08%0.17%0.72%Q2 2013Q3 202338
Bowling Portfolio Management LLC 38380.24%0.97%2.54%Q2 2013Q3 202238
VONTOBEL ASSET MANAGEMENT INC 2610.00%1.45%3.31%Q2 2013Q3 202338
Covington Capital Management 38380.15%0.82%1.55%Q2 2013Q3 202238
Stratos Wealth Partners, LTD. 38380.06%0.25%1.40%Q2 2014Q3 202338
HOERTKORN RICHARD CHARLES 38381.21%2.74%4.20%Q4 2013Q1 202338
EATON VANCE MANAGEMENT 38380.22%1.21%2.44%Q2 2013Q3 202238
State of New Jersey Common Pension Fund D 38380.23%0.85%1.57%Q2 2014Q3 202338
BRR OpCo, LLC 38380.08%0.43%1.08%Q2 2013Q3 202238
BAILARD, INC. 17100.01%0.14%0.64%Q2 2013Q3 202338
Cardinal Capital Management, Inc. 3170.72%1.47%4.91%Q1 2014Q3 202338
Sequoia Financial Advisors, LLC 38380.01%0.10%0.28%Q2 2014Q3 202338
Main Street Research LLC 2230.04%0.65%2.25%Q2 2013Q3 202338
Formidable Asset Management, LLC 2210.05%0.28%0.60%Q3 2013Q3 202338
NATIXIS 1420.00%0.52%1.37%Q2 2013Q3 202338
REGENTATLANTIC CAPITAL LLC 38380.03%0.25%0.44%Q2 2013Q3 202238
Ashfield Capital Partners, LLC 38380.14%0.41%0.78%Q2 2013Q3 202238
VIRGINIA RETIREMENT SYSTEMS ET AL 2410.06%0.61%1.35%Q2 2013Q3 202338
Diversified Trust Co 3710.03%0.05%0.08%Q2 2014Q4 202338
NWAM LLC 1530.02%0.12%0.40%Q3 2012Q3 202338
DOWLING & YAHNKE LLC 38380.25%0.76%1.22%Q2 2013Q3 202238
Epoch Investment Partners, Inc. 28100.23%0.46%1.08%Q2 2013Q3 202338
LINCLUDEN MANAGEMENT LTD 38380.02%0.95%2.00%Q2 2013Q3 202238
American Research & Management Co. 38380.03%0.10%0.17%Q2 2013Q3 202238
Fiera Capital Corp 37370.00%0.50%2.04%Q2 2013Q2 202237
BARINGS LLC 37370.02%0.24%0.76%Q2 2013Q2 202237
COMPTON CAPITAL MANAGEMENT INC /RI 37370.14%1.01%1.60%Q2 2013Q2 202237
Sippican Capital Advisors 37370.31%1.67%3.82%Q3 2014Q3 202337
HOLLENCREST CAPITAL MANAGEMENT 2740.00%0.09%0.24%Q4 2013Q3 202337
Personal Capital Advisors Corp 37370.00%0.34%0.90%Q4 2013Q4 202237
Pure Financial Advisors, LLC 1860.02%0.10%0.33%Q2 2013Q4 202337
DIAMOND HILL CAPITAL MANAGEMENT INC 27100.00%0.86%1.80%Q2 2013Q3 202337
One Capital Management, LLC 25120.04%0.49%1.91%Q1 2014Q3 202337
Occidental Asset Management, LLC 25120.07%0.34%0.82%Q1 2014Q3 202337
CHARTWELL INVESTMENT PARTNERS, LLC 22150.10%0.22%0.69%Q2 2014Q3 202337
Rathbones Group PLC 3610.01%0.33%1.01%Q2 2013Q3 202337
South Dakota Investment Council 37370.88%1.59%2.47%Q3 2014Q3 202337
STOCK YARDS BANK & TRUST CO 3010.01%0.17%0.39%Q2 2013Q3 202337
AlphaMark Advisors, LLC 22150.00%0.01%0.02%Q2 2013Q3 202337
MIDDLETON & CO INC/MA 2920.02%0.90%2.33%Q2 2013Q4 202237
GRIFFIN ASSET MANAGEMENT, INC. 26110.58%2.07%5.59%Q2 2013Q3 202337
ALBION FINANCIAL GROUP /UT 2810.00%0.16%0.26%Q2 2013Q3 202337
IPG Investment Advisors LLC 2980.10%0.24%1.43%Q1 2014Q3 202337
VAUGHAN DAVID INVESTMENTS LLC/IL 37370.01%0.99%1.50%Q1 2013Q1 202237
BANK OF HAWAII 3070.01%0.23%0.44%Q2 2013Q3 202337
FORVIS Wealth Advisors, LLC 2170.02%0.14%0.38%Q2 2013Q3 202337
Sanders Capital, LLC 2210.03%1.92%4.73%Q4 2010Q3 202337
EAGLE GLOBAL ADVISORS LLC 26110.09%0.28%0.62%Q2 2013Q3 202337
Clear Harbor Asset Management, LLC 36360.00%0.31%1.17%Q4 2014Q3 202337
BOSTON FAMILY OFFICE LLC 2910.02%0.15%0.35%Q2 2013Q2 202337
CITY HOLDING CO 3520.00%0.64%1.17%Q4 2013Q3 202337
National Pension Service 37370.30%0.81%1.43%Q3 2014Q3 202337
Zuckerman Investment Group, LLC 37370.05%0.11%0.16%Q3 2014Q3 202337
TEXAS CAPITAL BANCSHARES INC/TX 26110.21%0.56%1.28%Q1 2014Q3 202337
ADVISOR PARTNERS LLC 37370.16%0.91%1.80%Q2 2013Q2 202237
Capital World Investors 2890.10%1.20%2.38%Q2 2013Q3 202337
WASHINGTON CAPITAL MANAGEMENT, INC 2980.23%0.56%1.18%Q2 2013Q3 202237
Windsor Capital Management, LLC 2910.07%0.28%0.55%Q2 2013Q4 202237
PUZO MICHAEL J 2920.07%0.35%0.72%Q4 2012Q3 202337
NewSquare Capital LLC 3430.00%0.01%0.02%Q2 2013Q3 202337
Connor, Clark & Lunn Investment Management Ltd. 37370.01%0.21%0.45%Q1 2014Q1 202337
BAR HARBOR WEALTH MANAGEMENT 37370.02%0.41%0.72%Q1 2013Q1 202237
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 2880.21%0.76%1.65%Q2 2013Q4 202236
SEI INVESTMENTS CO 36360.11%0.25%0.49%Q4 2014Q3 202336
PM CAPITAL Ltd 36363.26%6.99%12.20%Q4 2014Q3 202336
People's United Financial, Inc. 36360.01%0.72%1.60%Q2 2013Q1 202236
AIMZ Investment Advisors, LLC 36360.21%0.51%0.84%Q4 2014Q3 202336
Greylin Investment Management, Inc 36360.07%2.28%6.73%Q2 2013Q1 202236
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.16%0.59%0.90%Q2 2013Q1 202236
Northside Capital Management, LLC 36360.21%0.59%1.19%Q4 2014Q3 202336
Chicago Partners Investment Group LLC 36360.02%0.14%0.42%Q4 2014Q3 202336
Leisure Capital Management 36360.23%0.97%2.54%Q4 2014Q3 202336
Bray Capital Advisors 36360.06%0.61%2.71%Q4 2014Q3 202336
American National Registered Investment Advisor, Inc. 36360.27%0.82%1.20%Q2 2013Q1 202236
Candriam S.C.A. 36360.00%0.27%0.56%Q4 2014Q3 202336
Neumann Capital Management, LLC 36360.24%0.80%1.54%Q4 2014Q3 202336
SeaBridge Investment Advisors LLC 1580.00%0.30%0.93%Q2 2013Q3 202336
JFS WEALTH ADVISORS, LLC 3330.01%0.08%0.26%Q3 2013Q3 202336
Bouchey Financial Group Ltd 25110.03%0.10%0.24%Q4 2013Q3 202336
ZEKE CAPITAL ADVISORS, LLC 26100.08%1.43%4.40%Q3 2013Q4 202236
Azimuth Capital Management LLC 36360.10%0.60%1.52%Q2 2013Q1 202236
SEIZERT CAPITAL PARTNERS, LLC 1640.01%0.63%2.20%Q2 2013Q3 202336
HOLDERNESS INVESTMENTS CO 36360.24%0.75%1.52%Q4 2014Q3 202336
Bison Wealth, LLC 36360.12%0.42%1.03%Q4 2014Q3 202336
STONERIDGE INVESTMENT PARTNERS LLC 3420.24%1.84%3.66%Q2 2013Q3 202336
CADENCE BANK NA 2970.08%0.41%1.06%Q2 2013Q2 202236
GRANDFIELD & DODD, LLC 2710.02%0.07%0.12%Q2 2013Q2 202336
Sunbelt Securities, Inc. 36360.09%2.22%7.29%Q4 2014Q3 202336
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 36360.32%0.59%0.93%Q4 2014Q3 202336
Bangor Savings Bank 2880.02%0.37%0.80%Q2 2013Q3 202336
Meristem Family Wealth, LLC 36360.16%0.95%1.74%Q2 2013Q1 202236
PATHSTONE FAMILY OFFICE, LLC 3110.00%0.05%0.30%Q2 2013Q3 202336
First Personal Financial Services 36360.02%0.18%0.50%Q4 2014Q3 202336
MITCHELL MCLEOD PUGH & WILLIAMS INC 36360.22%0.77%1.35%Q4 2014Q3 202336
AMERICAN NATIONAL INSURANCE CO 36360.36%0.87%1.20%Q2 2013Q1 202236
Argent Trust Co 36360.15%0.51%0.98%Q4 2014Q3 202336
Cambridge Advisors Inc. 36360.07%0.46%0.90%Q4 2014Q3 202336
SVB WEALTH LLC 36360.02%0.61%1.44%Q4 2014Q3 202336
GOULD ASSET MANAGEMENT LLC /CA/ 36360.06%0.20%0.28%Q2 2013Q1 202236
VAN ECK ASSOCIATES CORP 3060.01%0.26%0.64%Q2 2013Q3 202336
IBM Retirement Fund 36360.26%0.89%1.30%Q2 2013Q1 202236
Sigma Planning Corp 36360.06%0.17%0.38%Q4 2014Q3 202336
FIRST MERCHANTS CORP 36360.02%0.32%1.67%Q2 2013Q1 202236
Analyst IMS Investment Management Services Ltd. 36360.04%0.28%0.67%Q4 2014Q3 202336
Pekin Hardy Strauss, Inc. 36360.02%0.18%0.89%Q1 2013Q4 202136
DF DENT & CO INC 2420.00%0.01%0.04%Q2 2013Q3 202336
Linscomb & Williams, Inc. 2920.01%0.26%0.43%Q2 2013Q3 202336
Glenview Trust Co 2810.01%0.55%1.61%Q4 2008Q3 202336
KINGS POINT CAPITAL MANAGEMENT 36360.00%0.27%1.11%Q2 2013Q1 202236
VALLEY NATIONAL ADVISERS INC 36360.17%1.15%2.94%Q4 2014Q3 202336
Strategic Advisors LLC 36360.04%0.90%2.33%Q2 2013Q1 202236
ALTA CAPITAL MANAGEMENT LLC/ 36360.01%2.08%3.34%Q2 2013Q1 202236
Mengis Capital Management, Inc. 36360.08%0.36%0.69%Q4 2014Q3 202336
Barrett Asset Management, LLC 36360.01%0.06%0.14%Q2 2013Q1 202236
PALLADIUM PARTNERS LLC 36360.05%1.00%1.93%Q2 2013Q1 202236
Narwhal Capital Management 2970.06%0.60%1.36%Q2 2013Q3 202336
CHICAGO TRUST Co NA 35350.10%0.56%1.57%Q1 2015Q3 202335
MERITAGE PORTFOLIO MANAGEMENT 13100.02%0.31%0.72%Q2 2013Q3 202335
RIVERBRIDGE PARTNERS LLC 2780.00%0.01%0.02%Q2 2013Q3 202335
UNITED SERVICES AUTOMOBILE ASSOCIATION 2960.03%0.44%0.84%Q2 2013Q3 202335
River Wealth Advisors LLC 35350.06%0.32%0.90%Q1 2015Q3 202335
Legacy Capital Partners, Inc. 35350.20%1.00%2.20%Q3 2013Q1 202235
Evanson Asset Management, LLC 34340.00%0.16%0.28%Q4 2013Q1 202235
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.07%0.33%1.00%Q1 2015Q3 202335
MARKSTON INTERNATIONAL LLC 35350.86%1.25%2.17%Q2 2013Q4 202135
Country Club Trust Company, n.a. 35350.06%0.16%0.41%Q2 2013Q4 202135
Waverly Advisors, LLC 24110.02%0.17%0.64%Q3 2013Q3 202335
Sather Financial Group Inc 2870.06%1.98%3.39%Q2 2013Q3 202335
GAM Holding AG 35350.13%0.54%1.20%Q2 2013Q4 202135
Carroll Financial Associates, Inc. 35350.06%0.38%0.78%Q2 2013Q4 202135
TDAM USA INC. 35350.18%1.00%2.00%Q2 2013Q4 202135
Freedom Investment Management, Inc. 3320.02%0.09%0.25%Q1 2013Q2 202335
Trust Co 35350.02%0.90%4.40%Q1 2015Q3 202335
Quinn Opportunity Partners LLC 35350.24%1.55%3.46%Q1 2015Q3 202335
CULLINAN ASSOCIATES INC 35350.04%0.28%0.86%Q1 2015Q3 202335
BOK Financial Private Wealth, Inc. 2040.01%0.11%0.24%Q2 2013Q3 202335
Koshinski Asset Management, Inc. 24110.03%0.18%0.38%Q4 2014Q3 202335
IAT REINSURANCE CO LTD. 2690.18%0.71%3.19%Q4 2014Q3 202335
AllSquare Wealth Management LLC 19160.01%0.08%0.37%Q4 2014Q3 202335
Brinker Capital Investments, LLC 2780.00%0.01%0.03%Q2 2013Q4 202235
GRIMES & COMPANY, INC. 35350.03%0.07%0.18%Q1 2015Q3 202335
First Eagle Investment Management, LLC 19160.00%0.52%1.50%Q2 2013Q4 202235
BECK MACK & OLIVER LLC 35350.01%0.11%0.22%Q2 2013Q4 202135
TRUST CO OF VIRGINIA /VA 1720.02%0.89%1.74%Q2 2013Q3 202335
BANK OF NOVA SCOTIA TRUST CO 3410.02%0.47%1.41%Q2 2013Q1 202235
Point72 Hong Kong Ltd 1010.01%0.18%0.83%Q4 2014Q3 202235
Berkshire Hathaway 35350.01%13.20%24.14%Q2 2013Q4 202135
Voya Financial Advisors, Inc. 35350.11%0.26%0.52%Q1 2015Q3 202335
EAGLE CAPITAL MANAGEMENT LLC 2690.00%2.99%5.29%Q2 2013Q3 202335
GABELLI & Co INVESTMENT ADVISERS, INC. 2710.03%0.49%1.34%Q2 2013Q2 202335
MYCIO WEALTH PARTNERS, LLC 2780.04%0.18%0.30%Q2 2013Q4 202235
YCG, LLC 35350.06%4.72%7.39%Q2 2013Q4 202135
FIRST MIDWEST BANK TRUST DIVISION 35350.06%0.48%1.17%Q2 2013Q4 202135
Kingsview Wealth Management, LLC 2060.00%0.16%0.41%Q1 2017Q3 202335
Lenox Wealth Advisors, LLC 18160.00%0.02%0.06%Q2 2013Q1 202234
QUADRANT CAPITAL GROUP LLC 34340.07%0.32%0.80%Q2 2015Q3 202334
Fiduciary Group LLC 34340.14%0.77%1.26%Q2 2015Q3 202334
Veritas Investment Management (UK) Ltd 1910.00%0.04%0.15%Q1 2013Q4 202134
Fort Point Capital Partners LLC 1930.05%0.20%1.01%Q1 2014Q3 202334
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 32320.01%1.04%1.88%Q4 2015Q3 202334
AMERICAN NATIONAL BANK 24100.00%0.34%0.63%Q2 2013Q3 202334
DAVIS R M INC 2770.01%0.60%1.16%Q2 2013Q3 202334
ACG Wealth 3310.01%0.49%1.23%Q2 2013Q2 202234
MISSION WEALTH MANAGEMENT, LP 34340.07%0.38%1.09%Q2 2015Q3 202334
SECURITY NATIONAL BANK OF SO DAK 2220.18%0.41%0.62%Q2 2013Q3 202334
WHALEROCK POINT PARTNERS, LLC 1620.07%0.27%0.51%Q4 2013Q3 202334
World Asset Management Inc 34340.50%0.82%1.08%Q2 2013Q3 202134
FIRST MERCANTILE TRUST CO 34340.06%0.19%0.35%Q2 2013Q3 202134
FAS Wealth Partners, Inc. 34340.03%0.08%0.17%Q2 2015Q3 202334
IMS Capital Management 2920.15%0.88%1.76%Q2 2013Q3 202334
Altavista Wealth Management, Inc. 2950.04%1.05%2.07%Q2 2013Q4 202134
LVW Advisors, LLC 24100.04%0.61%1.64%Q4 2014Q3 202334
AMP Capital Investors Ltd 34340.26%0.79%1.09%Q2 2013Q3 202134
Cypress Capital Group 34340.03%0.75%1.82%Q2 2013Q3 202134
SECURITY NATIONAL TRUST CO 34340.02%0.44%0.79%Q2 2013Q3 202134
Sequent Asset Management, LLC 34340.43%1.28%1.91%Q2 2013Q3 202134
DORCHESTER WEALTH MANAGEMENT Co 34340.61%1.05%1.77%Q2 2015Q3 202334
FRED ALGER MANAGEMENT, LLC 2950.00%0.05%0.42%Q2 2013Q1 202234
Glassman Wealth Services 34340.04%0.23%0.62%Q2 2015Q3 202334
ArrowMark Colorado Holdings LLC 2920.01%0.21%0.47%Q2 2014Q3 202334
Edge Wealth Management LLC 2680.01%0.31%0.80%Q2 2013Q4 202134
Vigilant Capital Management, LLC 2770.01%0.03%0.07%Q2 2013Q3 202234
Pacer Advisors, Inc. 1510.00%0.42%1.12%Q4 2013Q3 202334
Alexandria Capital, LLC 34340.01%0.20%0.59%Q2 2013Q3 202134
Psagot Value Holdings Ltd. 34340.01%0.15%0.76%Q2 2013Q3 202134
Baird Financial Group, Inc. 34340.16%0.47%0.91%Q2 2015Q3 202334
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.01%0.81%1.91%Q4 2016Q3 202334
Spectrum Management Group, LLC 24100.01%0.13%0.91%Q4 2013Q3 202234
Freestone Capital Holdings, LLC 3310.03%0.20%0.44%Q3 2013Q3 202334
Richard Bernstein Advisors LLC 13100.07%0.49%1.18%Q2 2013Q3 202334
Family Firm, Inc. 21120.06%0.18%0.33%Q4 2014Q3 202333
CAPE COD FIVE CENTS SAVINGS BANK 2760.02%0.50%1.42%Q2 2013Q4 202233
Oxbow Advisors, LLC 3110.02%0.20%0.50%Q2 2013Q4 202133
MARINER INDEPENDENT ADVISOR NETWORK, LLC 22110.03%0.35%1.35%Q2 2014Q3 202233
MOGY JOEL R INVESTMENT COUNSEL INC 2760.02%0.17%0.33%Q2 2013Q2 202233
COLDSTREAM CAPITAL MANAGEMENT INC 2940.02%0.14%0.70%Q2 2015Q3 202333
D'Orazio & Associates, Inc. 3210.01%0.02%0.07%Q4 2013Q3 202233
Newman Dignan & Sheerar, Inc. 2850.02%2.78%73.21%Q2 2013Q1 202233
Capital Wealth Planning, LLC 18150.01%3.44%14.32%Q2 2013Q3 202133
STEEL GROVE CAPITAL ADVISORS, LLC 2520.03%0.73%1.57%Q2 2013Q3 202333
NORTHSTAR INVESTMENT ADVISORS LLC 33330.06%0.20%0.43%Q2 2013Q2 202133
First Heartland Consultants, Inc. 2850.01%0.21%0.42%Q2 2013Q1 202233
ALLSTATE CORP 21120.01%0.19%0.60%Q3 2014Q3 202333
Versant Capital Management, Inc 33330.02%0.05%0.12%Q4 2015Q4 202333
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2010.00%0.41%2.34%Q2 2013Q3 202333
Perpetual Ltd 1530.20%2.87%10.65%Q1 2013Q3 202333
ClariVest Asset Management LLC 1320.00%0.01%0.04%Q2 2013Q3 202333
Livingston Group Asset Management CO (operating as Southport Capital Management) 33330.09%0.77%1.50%Q2 2013Q2 202133
BUCKHEAD CAPITAL MANAGEMENT LLC 2940.04%1.01%1.88%Q2 2013Q1 202233
ROYAL LONDON ASSET MANAGEMENT LTD 2240.20%0.84%1.78%Q2 2013Q3 202333
PICTET ASSET MANAGEMENT LTD 33330.07%0.42%0.71%Q2 2013Q2 202133
ASSETMARK, INC 23100.00%0.02%0.07%Q2 2015Q3 202333
SMITH ASSET MANAGEMENT GROUP LP 33330.00%0.00%0.00%Q2 2013Q2 202133
FOSTER DYKEMA CABOT & CO INC/MA 2820.00%2.05%4.92%Q2 2013Q3 202333
Burt Wealth Advisors 2520.04%0.15%0.29%Q4 2014Q3 202333
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 33330.01%0.80%2.27%Q2 2013Q2 202133
Janney Capital Management LLC 33330.00%0.03%0.05%Q2 2013Q2 202133
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 21120.08%0.32%0.76%Q1 2015Q3 202333
BP PLC 33330.14%0.91%1.60%Q2 2013Q2 202133
Mawer Investment Management Ltd. 33330.19%1.62%3.06%Q2 2013Q2 202133
MARATHON ASSET MANAGEMENT LLP 33330.75%1.92%3.56%Q2 2013Q2 202133
Hosking Partners LLP 33330.89%2.28%3.99%Q3 2015Q3 202333
Wealth Architects, LLC 22110.05%0.19%0.47%Q4 2014Q3 202333
HENGEHOLD CAPITAL MANAGEMENT LLC 33330.26%0.58%0.80%Q2 2013Q2 202133
QS Investors, LLC 33330.03%0.16%0.43%Q2 2013Q2 202133
ASPIRIANT, LLC 2320.01%0.14%0.38%Q2 2015Q3 202333
BINGHAM OSBORN & SCARBOROUGH LLC 33330.02%0.51%0.93%Q2 2013Q2 202133
EAGLE ASSET MANAGEMENT INC 3030.00%0.48%0.75%Q2 2013Q3 202333
OMERS ADMINISTRATION Corp 1820.04%5.51%100.00%Q2 2013Q4 202233
VALLEY WEALTH MANAGERS, INC. 2760.00%1.72%2.53%Q2 2013Q3 202333
Wallace Capital Management Inc. 21120.03%0.06%0.08%Q1 2015Q3 202333
MV CAPITAL MANAGEMENT, INC. 22110.00%0.07%0.15%Q4 2014Q3 202333
Manitou Investment Management Ltd. 33333.63%5.36%8.38%Q3 2015Q3 202333
USCA RIA LLC 33330.17%0.50%1.07%Q2 2013Q2 202133
AGF INVESTMENTS INC. 3010.00%0.24%0.48%Q2 2013Q3 202233
Tredje AP-fonden 21120.22%0.74%1.58%Q2 2015Q3 202333
Gemmer Asset Management LLC 33330.00%0.07%0.18%Q1 2014Q1 202233
BOSTON FINANCIAL MANGEMENT LLC 2940.01%0.50%1.28%Q2 2013Q4 202233
Skandinaviska Enskilda Banken AB (publ) 32320.14%0.33%0.55%Q4 2015Q3 202332
Grove Bank & Trust 32320.02%0.19%0.54%Q4 2015Q3 202332
ATALANTA SOSNOFF CAPITAL, LLC 1830.01%0.59%1.48%Q2 2013Q3 202332
Harel Insurance Investments & Financial Services Ltd. 32320.00%0.67%2.40%Q4 2015Q3 202332
Cornerstone Advisory, LLC 32320.05%0.20%0.67%Q4 2015Q3 202332
Community Bank, N.A. 2510.00%0.26%0.56%Q4 2014Q3 202332
Capital Research Global Investors 3020.02%0.31%1.18%Q2 2013Q2 202132
Well Done, LLC 32320.05%0.13%0.30%Q4 2015Q3 202332
Stockman Wealth Management, Inc. 20120.05%0.19%0.61%Q1 2015Q3 202332
Sheaff Brock Investment Advisors, LLC 32320.05%0.18%0.43%Q4 2015Q3 202332
CANANDAIGUA NATIONAL BANK & TRUST CO 2840.07%0.63%0.90%Q2 2013Q4 202332
SMITH, MOORE & CO. 32320.05%0.12%0.29%Q4 2015Q3 202332
Simplicity Solutions, LLC 22100.03%0.17%0.74%Q3 2015Q3 202332
AMUNDI ASSET MANAGEMENT US, INC. 1610.02%0.61%1.56%Q4 2012Q1 202132
Cetera Investment Advisers 32320.05%0.14%0.29%Q4 2015Q3 202332
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 32320.30%0.86%1.10%Q2 2013Q1 202132
CITIZENS FINANCIAL GROUP INC/RI 32320.02%0.21%1.48%Q4 2015Q3 202332
WADE G W & INC 2810.01%0.97%1.75%Q4 2013Q3 202332
First PREMIER Bank 32320.10%0.99%2.03%Q4 2015Q3 202332
Balentine LLC 22100.00%0.03%0.10%Q1 2015Q3 202332
CHELSEA COUNSEL CO 2410.00%0.18%0.54%Q2 2013Q4 202232
Homrich & Berg 32320.02%0.11%0.34%Q4 2013Q3 202132
Migdal Insurance & Financial Holdings Ltd. 32320.01%0.55%1.58%Q4 2015Q3 202332
REILLY FINANCIAL ADVISORS, LLC 2840.01%0.11%0.29%Q2 2013Q4 202132
LOEWS CORP 1410.00%0.10%0.25%Q2 2013Q2 202332
United Asset Strategies, Inc. 1910.05%1.06%3.32%Q2 2013Q3 202332
M Holdings Securities, Inc. 2010.05%0.26%0.74%Q4 2013Q1 202332
BBVA USA Bancshares, Inc. 32320.06%0.47%0.92%Q2 2013Q1 202132
Capital Asset Advisory Services LLC 32320.02%0.44%1.20%Q4 2015Q3 202332
Clarius Group, LLC 32320.05%0.18%0.33%Q4 2015Q3 202332
Maryland Capital Management 32320.02%0.26%0.43%Q2 2013Q1 202132
WOODSTOCK CORP 32320.02%0.10%0.24%Q1 2016Q4 202332
Partnervest Advisory Services LLC 30300.00%0.31%0.52%Q2 2013Q3 202032
TRUE Private Wealth Advisors 32320.08%0.32%0.89%Q4 2015Q3 202332
Bridge Creek Capital Management LLC 32320.10%0.98%2.38%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.05%0.31%0.82%Q1 2016Q4 202332
NICOLET BANKSHARES INC 32320.20%0.74%2.53%Q4 2015Q3 202332
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 32320.50%2.47%3.31%Q2 2013Q1 202132
JUPITER ASSET MANAGEMENT LTD 2660.01%0.78%1.68%Q2 2013Q1 202232
Ausdal Financial Partners, Inc. 32320.04%0.19%0.42%Q4 2015Q3 202332
Andra AP-fonden 2220.01%0.36%1.10%Q2 2013Q2 202332
Caprock Group, LLC 31310.10%0.22%0.43%Q1 2016Q3 202331
FLPUTNAM INVESTMENT MANAGEMENT CO 1630.01%0.27%0.66%Q2 2013Q3 202331
E&G Advisors, LP 1290.07%0.15%0.27%Q4 2013Q3 202331
PECAUT & CO. 2740.13%4.05%6.22%Q4 2013Q1 202231
CI INVESTMENTS INC. 3010.01%1.15%5.06%Q4 2014Q3 202331
Kovitz Investment Group Partners, LLC 31310.01%0.60%2.51%Q1 2016Q3 202331
MASON STREET ADVISORS, LLC 31310.26%0.69%1.05%Q2 2013Q4 202031
CADENCE CAPITAL MANAGEMENT LLC 31310.35%0.77%1.07%Q1 2013Q3 202031
WIMMER ASSOCIATES 1, LLC 17140.27%0.68%1.60%Q4 2015Q3 202331
DAVIS CAPITAL PARTNERS, LLC 31310.74%6.80%14.00%Q3 2014Q1 202231
DEPRINCE RACE & ZOLLO INC 31310.70%1.01%1.24%Q1 2016Q3 202331
Transamerica Financial Advisors, Inc. 2310.00%0.03%0.10%Q2 2013Q3 202331
Douglas Lane & Associates, LLC 31310.01%0.03%0.07%Q1 2016Q3 202331
Archon Partners LLC 28280.25%2.89%4.48%Q2 2013Q1 202031
Frontier Wealth Management LLC 31310.01%0.41%0.89%Q4 2014Q2 202231
Verity & Verity, LLC 2470.03%1.70%2.77%Q2 2013Q3 202331
Simmons Bank 31310.05%0.23%0.79%Q1 2016Q3 202331
WEALTHSOURCE PARTNERS, LLC 31310.22%0.77%1.85%Q1 2016Q3 202331
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 1410.07%0.94%1.47%Q3 2006Q4 201931
Intercontinental Wealth Advisors, LLC 31310.26%0.47%0.66%Q4 2015Q2 202331
Aperio Group, LLC 31310.09%0.59%0.95%Q2 2013Q4 202031
Asset Dedication, LLC 2650.01%0.17%0.46%Q4 2015Q3 202331
SCHAFER CULLEN CAPITAL MANAGEMENT INC 31310.01%1.21%2.12%Q2 2013Q4 202031
IFP Advisors, Inc 17140.03%0.14%0.45%Q4 2015Q3 202331
Lincoln Capital LLC 21100.07%0.15%0.25%Q4 2014Q3 202331
Intersect Capital LLC 31310.14%0.69%1.90%Q4 2014Q2 202231
RFG Advisory, LLC 1810.06%0.27%1.22%Q2 2015Q3 202331
COMMUNITY TRUST & INVESTMENT CO 2740.02%1.14%2.82%Q2 2013Q1 202231
TRUST CO OF OKLAHOMA 2830.09%0.26%0.72%Q2 2013Q1 202131
Walleye Capital LLC 1110.01%0.14%0.41%Q3 2018Q3 202331
AMERICAN FINANCIAL GROUP INC 31310.47%0.87%1.25%Q2 2013Q4 202031
NORRIS PERNE & FRENCH LLP/MI 31310.11%1.03%1.47%Q2 2013Q4 202031
Geneos Wealth Management Inc. 31310.09%0.41%0.93%Q1 2016Q3 202331
NEXT Financial Group, Inc 31310.01%0.25%0.64%Q2 2014Q4 202131
Trust Asset Management LLC 1410.05%0.12%0.27%Q3 2011Q3 202331
GLYNN CAPITAL MANAGEMENT LLC 31310.05%0.19%0.37%Q3 2015Q1 202331
Sutton Wealth Advisors Inc. 31310.01%0.23%0.54%Q1 2016Q3 202331
Private Wealth Advisors, Inc. 31310.14%0.43%0.57%Q2 2013Q4 202031
SECURITY ASSET MANAGEMENT 2290.04%0.70%2.42%Q4 2014Q1 202331
PALISADE CAPITAL MANAGEMENT, LP 1630.01%0.02%0.04%Q4 2012Q4 202031
First Allied Advisory Services, Inc. 30300.10%0.25%0.46%Q2 2013Q3 202030
Front Street Capital Management, Inc. 30300.08%0.56%1.23%Q2 2016Q3 202330
Stearns Financial Services Group 30300.03%0.31%0.43%Q2 2013Q3 202030
DIXON HUBARD FEINOUR & BROWN INC/VA 2730.04%0.13%0.25%Q2 2013Q2 202230
State of Alaska, Department of Revenue 2730.02%0.36%0.56%Q2 2013Q3 202330
BerganKDV Wealth Management, LLC 30300.35%0.96%1.87%Q1 2016Q2 202330
Asset Management Advisors, LLC 30302.54%4.36%6.21%Q4 2013Q1 202130
Birch Hill Investment Advisors LLC 30300.07%1.57%3.34%Q2 2013Q3 202030
ABNER HERRMAN & BROCK LLC 2820.09%1.61%3.72%Q2 2013Q1 202330
PAYDEN & RYGEL 2730.01%1.36%2.84%Q2 2013Q3 202230
Cullen Capital Management, LLC 2820.01%1.47%2.63%Q2 2013Q2 202130
Texas Yale Capital Corp. 30300.01%0.09%0.24%Q3 2014Q4 202130
Avenir Corp 30300.05%0.50%1.10%Q2 2013Q3 202030
Polar Capital LLP 30300.02%0.58%1.53%Q2 2013Q3 202030
FIRST QUADRANT LLC/CA 30300.00%0.67%1.65%Q2 2013Q3 202030
Riggs Asset Managment Co. Inc. 2910.00%0.06%1.04%Q3 2014Q1 202230
Weiss Multi-Strategy Advisers LLC 1410.01%0.44%2.03%Q3 2013Q3 202330
Jacobi Capital Management LLC 30300.05%0.19%0.46%Q2 2016Q3 202330
DENALI ADVISORS LLC 30300.04%1.92%3.65%Q2 2015Q3 202230
Selway Asset Management 1760.03%1.01%2.83%Q2 2013Q3 202330
Cascade Investment Advisors, Inc. 2310.00%2.25%4.96%Q2 2016Q3 202330
SIGMA INVESTMENT COUNSELORS INC 2730.02%0.05%0.08%Q2 2013Q1 202230
B & T Capital Management DBA Alpha Capital Management 30300.06%0.69%1.82%Q2 2013Q3 202030
Columbia Asset Management 30300.06%0.36%0.69%Q4 2013Q1 202130
BLUEFIN CAPITAL MANAGEMENT, LLC 10100.00%0.16%0.70%Q3 2020Q4 202230
Jackson, Grant Investment Advisers, Inc. 2030.03%0.13%0.28%Q4 2015Q3 202330
ALERUS FINANCIAL NA 30300.02%0.68%1.66%Q2 2016Q3 202330
Gratus Capital, LLC 1920.02%0.21%1.18%Q3 2015Q3 202330
Foresight Wealth Management, LLC 16160.00%0.16%0.67%Q4 2018Q3 202230
Proficio Capital Partners LLC 19110.03%0.15%0.47%Q4 2015Q3 202330
EXENCIAL WEALTH ADVISORS, LLC 1610.01%0.16%0.47%Q1 2013Q3 202330
Tributary Capital Management, LLC 2730.02%0.05%0.25%Q2 2013Q3 202330
Nicholas Hoffman & Company, LLC. 30300.05%0.33%0.65%Q2 2016Q3 202330
SIT INVESTMENT ASSOCIATES INC 1910.00%0.26%1.64%Q2 2013Q1 202330
EDGAR LOMAX CO/VA 1570.37%1.58%2.90%Q2 2013Q3 202330
Channing Capital Management, LLC 30300.22%0.33%0.45%Q2 2016Q3 202330
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 2910.04%0.94%1.57%Q2 2013Q2 202130
HIGHBRIDGE CAPITAL MANAGEMENT LLC 710.00%0.07%0.33%Q2 2013Q3 201830
NewEdge Advisors, LLC 30300.04%0.18%0.49%Q2 2016Q3 202330
Smead Capital Management, Inc. 30301.88%3.90%4.70%Q2 2013Q3 202030
Laurel Wealth Advisors, Inc. 29290.14%0.45%0.88%Q4 2015Q4 202229
Point72 Asset Management, L.P. 1110.00%0.06%0.44%Q3 2016Q3 202329
Baystate Wealth Management LLC 2810.00%0.01%0.04%Q2 2013Q3 202329
CHEMUNG CANAL TRUST CO 29290.05%0.82%1.96%Q2 2013Q2 202029
ETRADE Capital Management LLC 2810.00%0.21%0.30%Q2 2013Q3 202029
ALPS ADVISORS INC 2030.00%0.32%0.76%Q3 2013Q3 202329
BTC Capital Management, Inc. 2270.04%0.59%1.01%Q3 2014Q3 202329
Jaffetilchin Investment Partners, LLC 1210.07%0.11%0.46%Q3 2013Q3 202329
Wealthcare Advisory Partners LLC 18110.00%0.04%0.17%Q2 2016Q3 202329
HORAN CAPITAL MANAGEMENT 29291.48%3.92%5.04%Q2 2013Q2 202029
SFE Investment Counsel 29290.12%1.72%2.93%Q2 2013Q2 202029
Wunderlich Capital Managemnt 2630.08%1.05%1.41%Q4 2013Q3 202329
HEADINVEST, LLC 2810.03%0.10%0.16%Q2 2013Q3 202329
Point View Wealth Management, Inc. 29290.35%0.57%0.82%Q4 2013Q4 202029
Roble, Belko & Company, Inc 2630.00%0.01%0.02%Q1 2015Q2 202229
REAVES W H & CO INC 29290.01%0.02%0.02%Q2 2013Q2 202029
ROANOKE ASSET MANAGEMENT CORP/ NY 29290.39%1.20%1.58%Q3 2013Q3 202029
GLENVIEW STATE BANK TRUST DEPT. 2720.07%0.21%0.29%Q4 2013Q2 202129
ARMSTRONG SHAW ASSOCIATES INC/CT 29291.36%2.90%3.51%Q2 2013Q2 202029
PRING TURNER CAPITAL GROUP INC 2181.64%2.96%4.50%Q4 2013Q3 202329
Winslow, Evans & Crocker, Inc. 29290.13%0.25%0.32%Q4 2013Q4 202029
Longview Partners (Guernsey) LTD 29293.15%4.83%6.12%Q2 2013Q2 202029
K.J. Harrison & Partners Inc 2810.06%1.09%3.33%Q2 2013Q1 202229
GFS Advisors, LLC 2810.15%1.29%2.80%Q1 2016Q3 202329
GROUP ONE TRADING, L.P. 1910.00%0.07%0.18%Q2 2013Q3 202329
Cornerstone Advisors, Inc. 29290.02%0.30%0.59%Q3 2013Q3 202029
Willis Investment Counsel 2360.27%1.41%1.97%Q2 2013Q3 202029
Princeton Portfolio Strategies Group LLC 29290.05%0.52%1.06%Q2 2013Q2 202029
Snowden Capital Advisors LLC 1920.02%0.20%0.66%Q1 2016Q3 202329
EXCALIBUR MANAGEMENT CORP 2540.23%0.61%0.96%Q4 2015Q3 202329
BALASA DINVERNO & FOLTZ LLC 2810.02%0.41%0.65%Q2 2013Q3 202229
HUTNER CAPITAL MANAGEMENT INC 29290.30%1.95%4.24%Q3 2016Q3 202329
Financial Architects, Inc 29290.02%0.93%2.02%Q2 2013Q2 202029
Colonial Trust Advisors 1110.02%0.05%0.09%Q1 2014Q3 202329
JENNISON ASSOCIATES LLC 29290.01%0.17%0.35%Q2 2013Q2 202029
ALPHA WINDWARD LLC 29290.08%0.23%0.57%Q2 2013Q2 202029
OneDigital Investment Advisors LLC 26260.00%0.18%0.80%Q2 2017Q3 202329
Financial Advisory Group 2360.04%0.09%0.13%Q2 2014Q3 202229
FOSTER & MOTLEY INC 29290.08%1.20%1.89%Q2 2013Q2 202029
Good Life Advisors, LLC 28280.00%0.17%0.55%Q4 2016Q3 202329
Global Retirement Partners, LLC 2070.00%0.42%1.19%Q4 2016Q3 202329
TD Capital Management LLC 29290.00%0.01%0.02%Q2 2013Q2 202029
EVERMAY WEALTH MANAGEMENT LLC 1090.02%0.12%0.28%Q2 2014Q3 202329
SHAYNE & JACOBS, LLC 2810.15%1.23%2.17%Q2 2015Q3 202329
Cordasco Financial Network 1210.00%0.08%0.21%Q4 2013Q2 202229
CAHILL FINANCIAL ADVISORS INC 1510.06%0.17%0.65%Q4 2013Q3 202329
JACOBS LEVY EQUITY MANAGEMENT, INC 2010.00%0.38%1.09%Q2 2013Q1 202229
FAIRFIELD, BUSH & CO. 2810.06%1.92%4.13%Q2 2013Q2 202229
Cornerstone Wealth Management, LLC 2530.00%0.09%0.16%Q3 2016Q3 202329
Artemis Investment Management LLP 1920.01%0.58%2.08%Q3 2014Q3 202329
Kessler Investment Group, LLC 18100.00%1.94%3.90%Q2 2014Q3 202328
Sompo Asset Management Co., Ltd. 28280.16%1.83%3.61%Q4 2016Q3 202328
CenturyLink Investment Management Co 28280.65%1.27%1.70%Q2 2013Q1 202028
RB Capital Management, LLC 28280.01%0.31%0.65%Q4 2016Q3 202328
Patriot Financial Group Insurance Agency, LLC 28280.03%0.11%0.31%Q4 2016Q3 202328
Gilbert & Cook, Inc. 28280.10%0.44%0.94%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.02%0.31%0.83%Q4 2016Q3 202328
Harbour Capital Advisors, LLC 2210.10%0.57%1.05%Q1 2013Q1 202328
IBERIABANK CORP 28280.03%1.13%2.10%Q2 2013Q1 202028
Pflug Koory, LLC 28280.47%1.09%2.03%Q4 2016Q3 202328
HCR Wealth Advisors 28280.06%0.44%1.51%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.03%0.22%1.54%Q4 2016Q3 202328
Lombard Odier Asset Management (Switzerland) SA 1410.02%0.17%1.62%Q2 2014Q4 202228
Magellan Asset Management Ltd 2620.00%4.28%6.22%Q2 2013Q1 202128
Algebris (UK) Ltd 910.63%4.50%9.99%Q2 2017Q3 202328
Legacy Private Trust Co. 2350.04%0.29%0.78%Q3 2013Q3 202328
Avantax Planning Partners, Inc. 28280.04%0.16%0.39%Q4 2016Q3 202328
ICON ADVISERS INC/CO 2530.05%0.26%0.89%Q2 2013Q2 202028
ONTARIO TEACHERS PENSION PLAN BOARD 2530.00%1.02%5.11%Q2 2013Q3 202228
ROPES WEALTH ADVISORS LLC 2440.01%0.35%0.60%Q1 2015Q2 202328
Pointe Capital Management LLC 1370.13%0.57%0.84%Q1 2015Q3 202328
Apriem Advisors 2710.01%0.92%1.83%Q2 2013Q1 202228
Elgethun Capital Management 28281.04%2.13%2.72%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.05%0.44%1.16%Q4 2016Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.00%1.30%2.20%Q2 2013Q1 202028
Parallel Advisors, LLC 28280.03%0.11%0.32%Q4 2016Q3 202328
Banco Santander, S.A. 28280.00%0.07%0.37%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.01%0.12%0.60%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.12%0.47%0.95%Q4 2016Q3 202328
TAURUS ASSET MANAGEMENT, LLC 28281.38%2.06%2.41%Q2 2013Q1 202028
OAKBROOK INVESTMENTS LLC 28280.50%1.04%1.77%Q2 2013Q1 202028
Fiduciary Trust Co International of Pennsylvania 28280.14%0.79%1.52%Q2 2013Q1 202028
SCHULHOFF & CO INC 28280.12%0.17%0.24%Q4 2016Q3 202328
COMMERZBANK AKTIENGESELLSCHAFT /FI 28280.05%0.29%0.99%Q2 2013Q1 202028
Royal Fund Management, LLC 28280.05%0.10%0.20%Q4 2016Q3 202328
First Bank & Trust 28280.23%0.61%1.04%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.03%0.08%0.21%Q4 2016Q3 202328
Bogart Wealth, LLC 28280.00%0.10%0.52%Q4 2016Q3 202328
IFM Investors Pty Ltd 28280.32%0.75%1.59%Q4 2016Q3 202328
Clarkston Capital Partners, LLC 2260.00%0.16%0.57%Q2 2013Q2 202228
Cerity Partners LLC 28280.03%0.34%3.66%Q4 2016Q3 202328
BOYS ARNOLD & CO INC 28280.08%0.25%0.33%Q2 2013Q1 202028
Ninety One UK Ltd 1750.00%0.04%0.12%Q2 2013Q1 202128
SMITH CHAS P & ASSOCIATES PA CPAS 28280.04%3.03%3.52%Q2 2013Q1 202028
Russell Investments Group, Ltd. 28280.23%0.58%0.97%Q4 2016Q3 202328
Capital International, Inc./CA/ 2030.00%0.48%1.34%Q1 2014Q3 202328
Mercer Capital Advisers, Inc. 28280.01%0.05%0.10%Q4 2014Q3 202128
Independent Advisor Alliance 28280.08%0.33%1.04%Q4 2016Q3 202328
Keel Point, LLC 2080.03%0.09%0.30%Q1 2015Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.07%0.26%0.64%Q4 2016Q3 202328
BOURGEON CAPITAL MANAGEMENT LLC 1410.00%0.15%0.52%Q2 2014Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.29%0.51%1.04%Q4 2016Q3 202328
SPIRIT OF AMERICA MANAGEMENT CORP/NY 1620.02%0.19%0.62%Q2 2013Q3 202328
CONCENTRIC WEALTH MANAGEMENT, LLC 28280.95%2.18%4.11%Q4 2016Q3 202328
Alley Co LLC 28281.00%1.52%2.14%Q2 2013Q1 202028
INVESTMENT COUNSELORS OF MARYLAND LLC 28280.06%0.14%0.25%Q2 2013Q1 202028
Addenda Capital Inc. 28280.22%0.60%0.88%Q2 2013Q1 202028
Bank OZK 28280.16%0.37%0.52%Q2 2013Q1 202028
Goldstein Munger & Associates 2620.09%0.13%0.17%Q4 2010Q2 201828
HighPoint Advisor Group LLC 2710.11%0.59%3.38%Q1 2015Q2 202228
GRAND JEAN CAPITAL MANAGEMENT INC 28280.33%3.36%5.38%Q2 2013Q1 202028
Sargent Bickham Lagudis LLC 28280.01%0.03%0.09%Q1 2016Q4 202228
PIEDMONT INVESTMENT ADVISORS INC 28280.01%0.73%2.06%Q2 2013Q1 202028
SMITHBRIDGE ASSET MANAGEMENT INC/DE 28280.23%2.11%4.06%Q1 2013Q4 201928
Fragasso Group Inc. 28280.08%0.51%0.89%Q1 2017Q4 202328
FLAGSHIP HARBOR ADVISORS, LLC 28280.02%0.10%0.26%Q4 2016Q3 202328
WMS Partners, LLC 2510.04%1.21%1.79%Q2 2013Q2 202228
Osborn Williams & Donohoe LLC 28280.07%0.94%1.40%Q2 2013Q1 202028
BRINKER CAPITAL INC 2080.04%0.25%0.55%Q2 2013Q2 202028
EdgePoint Investment Group Inc. 28285.18%7.15%10.30%Q2 2013Q1 202028
GUARDIAN CAPITAL LP 28280.03%0.22%0.44%Q2 2013Q1 202028
TORRAY INVESTMENT PARTNERS LLC 28280.05%1.63%3.60%Q2 2013Q1 202028
WATERS PARKERSON & CO., LLC 2710.01%0.20%0.48%Q2 2013Q2 202128
COLRAIN CAPITAL LLC 28280.04%0.22%0.56%Q2 2013Q1 202028
BEESE FULMER INVESTMENT MANAGEMENT, INC. 1990.04%0.29%1.01%Q3 2016Q3 202328
MENDON CAPITAL ADVISORS CORP 1240.30%1.19%2.99%Q3 2013Q1 202228
Stonehage Fleming Financial Services Holdings Ltd 28280.00%1.43%6.34%Q4 2014Q3 202128
MARIETTA INVESTMENT PARTNERS LLC 14140.08%0.11%0.13%Q2 2013Q3 202328
CHICAGO EQUITY PARTNERS LLC 28280.02%0.85%2.39%Q2 2013Q1 202028
EQUITY INVESTMENT CORP 28282.67%3.27%3.83%Q4 2016Q3 202328
CAUSEWAY CAPITAL MANAGEMENT LLC 1330.78%2.03%4.11%Q2 2013Q4 202228
KORNITZER CAPITAL MANAGEMENT INC /KS 28280.00%0.17%0.44%Q3 2013Q2 202028
Drexel Morgan & Co. 2710.08%0.37%0.55%Q2 2013Q3 202328
AMI INVESTMENT MANAGEMENT INC 28282.10%5.18%6.66%Q2 2013Q1 202028
WEST PACES ADVISORS INC. 28280.03%0.26%0.72%Q4 2016Q3 202328
Harbor Advisors LLC 28280.09%0.21%0.31%Q4 2016Q3 202328
FIRST INTERSTATE BANK 2350.04%0.48%1.97%Q2 2013Q2 202028
PARADIGM ASSET MANAGEMENT CO LLC 2620.01%0.69%1.59%Q2 2013Q3 202328
ADELL HARRIMAN & CARPENTER INC 28280.04%0.63%1.30%Q2 2013Q1 202028
VAN DEN BERG MANAGEMENT I, INC 28282.49%4.06%5.42%Q2 2013Q1 202028
WESTPORT ASSET MANAGEMENT INC 28280.02%0.03%0.06%Q4 2016Q3 202328
GUARDIAN INVESTMENT MANAGEMENT 28280.89%2.41%4.38%Q2 2013Q1 202028
CapWealth Advisors, LLC 28280.08%1.50%3.35%Q2 2013Q1 202028
WP Advisors, LLC 28280.29%1.03%2.34%Q4 2016Q3 202328
DOHENY ASSET MANAGEMENT /CA 28280.13%0.45%2.09%Q2 2013Q1 202028
SMITH SHELLNUT WILSON LLC /ADV 2160.38%1.34%2.35%Q4 2016Q3 202327
First Command Bank 27270.02%0.08%0.18%Q4 2016Q2 202327
DELPHI MANAGEMENT INC /MA/ 27271.22%1.44%2.68%Q1 2013Q3 201927
Southeast Asset Advisors Inc. 27270.08%0.29%0.54%Q2 2013Q4 201927
Coastal Bridge Advisors, LLC 27270.06%0.14%0.24%Q1 2017Q3 202327
Barnett & Company, Inc. 27270.10%0.25%0.66%Q2 2013Q4 201927
MML INVESTORS SERVICES, LLC 27270.05%0.10%0.18%Q1 2017Q3 202327
Schonfeld Strategic Advisors LLC 1710.00%0.45%1.27%Q1 2016Q3 202327
Municipal Employees' Retirement System of Michigan 2070.02%0.51%0.92%Q3 2013Q2 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.17%0.36%0.60%Q2 2013Q4 201927
CLEARARC CAPITAL INC 27270.69%1.21%1.80%Q2 2013Q4 201927
Cypress Capital Management LLC (WY) 27270.02%0.17%0.31%Q4 2014Q2 202127
FORT PITT CAPITAL GROUP, LLC 27270.01%0.04%0.09%Q4 2015Q2 202227
Sterling Capital Management LLC 27270.09%0.70%1.32%Q1 2013Q3 201927
First Command Financial Services, Inc. 27270.01%0.07%0.18%Q4 2016Q2 202327
Liberty Capital Management, Inc. 27270.14%0.68%1.24%Q2 2013Q4 201927
Private Wealth Partners, LLC 27270.04%0.13%0.23%Q2 2013Q4 201927
GREENWOOD GEARHART INC 27270.04%1.38%2.07%Q3 2015Q1 202227
SAYBROOK CAPITAL /NC 27270.11%0.19%0.28%Q2 2013Q4 201927
Pacific Center for Financial Services 2430.12%0.22%0.37%Q4 2016Q3 202327
BURNS J W & CO INC/NY 27270.05%0.85%1.82%Q2 2013Q4 201927
ARGENT CAPITAL MANAGEMENT LLC 27270.54%0.68%0.89%Q2 2013Q4 201927
Baker Ellis Asset Management LLC 27270.05%0.26%0.39%Q2 2013Q4 201927
Cribstone Capital Management, LLC 27270.00%0.12%0.26%Q4 2015Q2 202227
CS MCKEE LP 27271.67%2.67%3.46%Q2 2013Q4 201927
Concert Wealth Management Inc. 17170.00%0.26%0.62%Q2 2013Q2 201727
INVESTMENT HOUSE LLC 2610.02%0.06%0.16%Q4 2013Q4 202027
Ironwood Financial, llc 2340.03%0.09%0.18%Q4 2014Q3 202127
MURPHY CAPITAL MANAGEMENT INC 27270.05%0.20%0.36%Q2 2013Q4 201927
Family Legacy, Inc. 27270.17%0.80%2.88%Q1 2017Q3 202327
CITIZENS & NORTHERN CORP 27270.12%2.01%3.04%Q2 2013Q4 201927
SCHALLER INVESTMENT GROUP INC 27270.64%4.05%6.94%Q2 2013Q4 201927
TEALWOOD ASSET MANAGEMENT INC 1110.08%0.31%0.58%Q4 2014Q4 202327
QVT Financial LP 2340.07%0.62%1.52%Q2 2013Q4 202027
Whitnell & Co. 27270.04%0.19%0.39%Q2 2013Q4 201927
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.06%0.12%0.22%Q2 2013Q4 201927
GIRARD PARTNERS LTD. 27270.06%0.54%1.13%Q4 2013Q2 202027
VESTOR CAPITAL, LLC 2070.01%1.53%2.96%Q2 2013Q1 202027
Quantbot Technologies LP 610.06%0.48%1.68%Q3 2013Q1 202327
Loudon Investment Management, LLC 27270.68%1.06%1.32%Q4 2013Q2 202027
NTV ASSET MANAGEMENT LLC 27270.06%0.21%0.31%Q2 2013Q4 201927
Horizon Investments, LLC 1240.02%0.08%0.29%Q4 2015Q3 202327
DEAN INVESTMENT ASSOCIATES, LLC 27270.06%0.79%1.26%Q2 2013Q4 201927
Brown Advisory Securities, LLC 27270.09%0.53%0.77%Q2 2013Q4 201927
CIBC BANK USA 27270.17%0.40%1.12%Q2 2013Q4 201927
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 27270.02%0.07%0.12%Q2 2013Q4 201927
MCRAE CAPITAL MANAGEMENT INC 27270.12%2.26%4.52%Q2 2013Q4 201927
Capula Management Ltd 710.00%0.14%0.43%Q1 2020Q3 202327
BIRINYI ASSOCIATES INC 27270.12%0.42%1.08%Q2 2013Q4 201927
ARGA Investment Management, LP 27270.03%0.32%1.01%Q3 2016Q1 202327
BANK OF STOCKTON 1210.09%0.39%0.72%Q3 2013Q3 202327
Biondo Investment Advisors, LLC 1910.05%0.11%0.14%Q2 2013Q2 202227
Moisand Fitzgerald Tamayo, LLC 2520.00%0.01%0.02%Q4 2015Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.13%0.44%0.81%Q1 2017Q3 202327
Sowell Financial Services LLC 17100.18%0.55%1.17%Q4 2016Q3 202327
Foyston, Gordon, & Payne Inc 27270.04%1.65%4.33%Q2 2013Q4 201927
Findlay Park Partners LLP 27270.90%1.88%3.95%Q2 2013Q4 201927
EASTERN BANK 27270.01%0.45%1.46%Q2 2013Q4 201927
WBH ADVISORY INC 27270.08%0.15%0.21%Q2 2013Q4 201927
CONGRESS ASSET MANAGEMENT CO /MA 27270.00%0.03%0.07%Q2 2013Q4 201927
BOSTON RESEARCH & MANAGEMENT INC 27270.11%1.32%2.08%Q2 2013Q4 201927
EADS & HEALD WEALTH MANAGEMENT 27270.53%0.82%1.07%Q2 2013Q4 201927
Lenox Wealth Management, Inc. 27270.01%0.11%0.45%Q4 2013Q2 202027
Burleson & Company, LLC 21210.04%1.76%6.82%Q4 2017Q4 202227
Hexavest Inc. 2250.00%0.72%1.69%Q2 2013Q3 202127
STABLEFORD CAPITAL II LLC 1320.00%2.15%3.74%Q4 2016Q3 202327
MARTINGALE ASSET MANAGEMENT L P 2120.00%0.46%1.32%Q2 2013Q1 202327
Round Hill Asset Management 2430.50%0.92%1.24%Q4 2016Q3 202327
BRISTOL JOHN W & CO INC /NY/ 27271.25%2.12%2.95%Q2 2013Q4 201927
Bell Bank 27270.08%0.68%1.70%Q2 2013Q4 201927
Sharkey, Howes & Javer 27270.10%0.18%0.74%Q1 2015Q3 202127
Crossmark Global Holdings, Inc. 2510.14%0.37%0.57%Q3 2016Q3 202326
CORTLAND ADVISERS LLC 26263.52%6.05%7.82%Q2 2013Q3 201926
RITHOLTZ WEALTH MANAGEMENT 24240.00%0.10%0.35%Q4 2017Q3 202326
WRIGHT INVESTORS SERVICE INC 1820.11%0.49%0.96%Q2 2013Q3 202326
Lipe & Dalton 1410.09%0.22%0.43%Q2 2014Q3 202326
Empirical Finance, LLC 2310.09%0.24%0.46%Q4 2016Q3 202326
Shamrock Asset Management LLC 26260.32%0.52%0.81%Q2 2013Q3 201926
InterOcean Capital, LLC 26260.05%0.14%0.24%Q1 2014Q2 202026
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.00%0.42%1.00%Q2 2013Q3 201926
Atlantic Union Bankshares Corp 1530.02%0.57%1.07%Q1 2014Q3 202326
White Pine Investment CO 2240.11%0.15%0.22%Q2 2013Q4 201926
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 26260.56%0.77%1.55%Q2 2013Q3 201926
BOSTON ADVISORS LLC 26260.13%0.46%0.90%Q2 2013Q3 201926
SUNTRUST BANKS INC 26260.30%0.58%0.85%Q2 2013Q3 201926
AFFINITY INVESTMENT ADVISORS, LLC 16100.02%2.12%3.71%Q2 2013Q3 202326
HBK INVESTMENTS L P 710.00%0.05%0.24%Q3 2013Q2 202326
Aquamarine Capital Management, LLC 26262.35%3.73%5.00%Q4 2014Q1 202126
Willingdon Wealth Management 26260.04%0.82%2.10%Q4 2013Q1 202026
Addison Capital Co 26261.00%1.78%2.29%Q4 2013Q1 202026
Destination Wealth Management 2310.01%0.05%0.41%Q4 2013Q2 202226
LaFleur & Godfrey LLC 1880.06%1.62%4.43%Q3 2013Q1 202026
Barton Investment Management 2510.03%0.14%0.20%Q2 2013Q4 201926
RBF Capital, LLC 15110.04%0.25%0.79%Q4 2016Q3 202326
WASATCH ADVISORS LP 26260.05%0.12%0.25%Q3 2013Q4 201926
Winning Points Advisors, LLC 26260.24%1.60%2.89%Q4 2016Q1 202326
Vident Investment Advisory, LLC 2020.00%0.05%0.28%Q2 2015Q2 202326
Waverton Investment Management Ltd 26260.07%2.50%6.23%Q2 2013Q3 201926
OAK ASSOCIATES LTD /OH/ 2510.36%1.32%2.90%Q2 2013Q4 201926
Beaton Management Co. Inc. 26260.28%0.43%0.71%Q2 2017Q3 202326
Confluence Wealth Management LLC 26260.13%0.37%0.83%Q2 2014Q3 202026
BB&T SECURITIES, LLC 26260.27%0.79%1.58%Q2 2013Q3 201926
NORTHWEST WEALTH MANAGEMENT, LLC 1310.19%0.36%0.75%Q4 2016Q3 202326
FRONTIER INVESTMENT MGMT CO 1341.35%2.27%2.97%Q2 2013Q2 202026
AE Wealth Management LLC 26260.05%0.11%0.19%Q2 2017Q3 202326
Founders Capital Management 13130.05%1.50%3.54%Q1 2017Q4 202326
Cognios Capital, LLC 26260.16%0.65%1.06%Q4 2013Q1 202026
Nelson Capital Management, LLC 26260.00%0.04%0.07%Q2 2013Q3 201926
Sky Investment Group LLC 14120.06%0.11%0.38%Q4 2016Q3 202326
First American Bank 2020.02%0.43%1.08%Q2 2013Q1 202026
Van Hulzen Asset Management, LLC 2420.06%0.48%2.80%Q4 2013Q3 202026
Baldwin Investment Management, LLC 26260.06%0.35%0.48%Q2 2013Q3 201926
SRS Capital Advisors, Inc. 1070.02%0.42%1.49%Q4 2016Q3 202326
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1420.02%0.15%0.35%Q4 2015Q3 202326
Ledyard National Bank 13130.00%0.25%0.87%Q2 2013Q4 201926
MADISON INVESTMENT HOLDINGS INC 26260.01%0.48%0.84%Q2 2013Q3 201926
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 26260.46%1.17%2.18%Q2 2013Q3 201926
Smith & Howard Wealth Management, LLC 2330.10%0.12%0.16%Q2 2013Q4 201926
Blue Edge Capital, LLC 26260.23%0.67%1.00%Q4 2013Q1 202026
TOTH FINANCIAL ADVISORY CORP 24240.00%0.00%0.01%Q4 2017Q3 202325
Moloney Securities Asset Management, LLC 1310.04%0.13%0.47%Q4 2016Q2 202325
abrdn plc 25250.09%0.31%1.40%Q3 2017Q3 202325
BDO Wealth Advisors, LLC 25250.00%0.04%0.10%Q2 2017Q2 202325
TIAA, FSB 25250.01%0.06%0.20%Q2 2017Q2 202325
AUA CAPITAL MANAGEMENT, LLC 25250.08%0.23%0.47%Q4 2016Q4 202225
HEARTLAND ADVISORS INC 14110.07%0.56%1.13%Q3 2016Q3 202325
Capital International Sarl 1520.03%0.66%1.72%Q1 2014Q3 202325
MONROE BANK & TRUST/MI 25250.15%0.32%0.42%Q2 2013Q2 201925
HOWLAND CAPITAL MANAGEMENT LLC 2050.02%0.80%1.66%Q2 2013Q3 202325
Jupiter Investment Management Ltd 2410.01%0.12%0.42%Q2 2013Q2 202025
FULLER & THALER ASSET MANAGEMENT, INC. 1340.01%0.06%0.18%Q2 2013Q3 202325
BRAVE ASSET MANAGEMENT INC 1210.06%0.08%0.13%Q4 2013Q2 202325
OLD POINT TRUST & FINANCIAL SERVICES N A 2410.01%0.41%0.64%Q2 2013Q2 202325
WEDGEWOOD INVESTORS INC /PA/ 25250.13%0.28%0.45%Q4 2013Q4 201925
NORTHPOINTE CAPITAL LLC 25250.12%0.53%1.43%Q2 2013Q2 201925
WILLIAMS JONES & ASSOCIATES LLC 25250.07%0.37%1.00%Q2 2013Q2 201925
Edgemoor Investment Advisors, Inc. 25250.03%0.10%0.13%Q2 2013Q2 201925
COMMONWEALTH BANK OF AUSTRALIA 25250.28%0.44%0.90%Q2 2013Q2 201925
COHEN LAWRENCE B 25250.23%0.56%0.96%Q2 2013Q2 201925
COBIZ WEALTH, LLC 25250.05%1.49%2.18%Q2 2013Q2 201925
INSIGHT 2811, INC. 24240.00%0.22%0.35%Q1 2014Q4 201925
SUMMIT FINANCIAL GROUP, INC. 13120.10%0.39%0.75%Q2 2017Q3 202325
Sonora Investment Management, LLC 25250.01%0.46%1.33%Q3 2015Q3 202125
WealthTrust Axiom LLC 25250.12%0.32%0.44%Q2 2013Q2 201925
OppenheimerFunds, Inc. 25250.02%0.27%0.40%Q1 2013Q1 201925
CAPITAL GUARDIAN TRUST CO 25250.02%0.75%1.26%Q2 2013Q2 201925
JCIC Asset Management Inc. 1960.01%2.22%4.15%Q2 2013Q4 201925
M3F, Inc. 1311.69%5.39%8.91%Q4 2016Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.01%0.12%0.20%Q3 2017Q3 202325
Global Endowment Management, LP 25250.05%0.45%1.16%Q2 2013Q2 201925
Institute for Wealth Management, LLC. 1960.06%0.12%0.21%Q2 2017Q3 202325
Independent Order of Foresters 25250.27%0.51%0.69%Q2 2013Q2 201925
Westside Investment Management, Inc. 1510.00%0.02%0.08%Q4 2016Q3 202325
Annex Advisory Services, LLC 2320.02%0.09%0.21%Q2 2013Q1 202225
RWA WEALTH PARTNERS, LLC 1410.01%0.23%0.73%Q1 2017Q3 202325
Lourd Capital, LLC 25250.16%1.90%12.79%Q2 2013Q2 201925
TIVERTON ASSET MANAGEMENT LLC 1780.14%0.83%1.29%Q2 2013Q3 201925
TIEMANN INVESTMENT ADVISORS, LLC 25250.15%0.68%1.08%Q4 2013Q4 201925
FLOSSBACH VON STORCH AG 2210.00%0.15%0.54%Q4 2013Q3 202125
WILSEY ASSET MANAGEMENT INC 14114.62%5.80%7.19%Q4 2013Q3 202325
SIGNET FINANCIAL MANAGEMENT, LLC 2210.01%0.34%1.07%Q4 2014Q3 202325
WHEATLAND ADVISORS INC 25250.32%1.02%1.32%Q4 2013Q4 201925
Curbstone Financial Management Corp 25250.27%0.57%0.76%Q1 2014Q1 202025
SG3 Management, LLC 1210.00%0.12%0.44%Q1 2018Q2 202225
CMT Capital Markets Trading GmbH 910.00%0.07%0.39%Q2 2015Q3 202325
CLEAR INVESTMENT RESEARCH, LLC 2050.08%0.15%0.26%Q2 2017Q3 202325
Man Group plc 23230.00%0.06%0.14%Q1 2018Q3 202325
Stuart Chaussee & Associates, Inc. 1780.01%0.03%0.17%Q4 2015Q4 202225
Corient Capital Partners, LLC 25250.21%0.63%1.40%Q3 2016Q3 202225
SIMON QUICK ADVISORS, LLC 2230.02%0.13%0.62%Q4 2016Q3 202325
Norway Savings Bank 25250.09%0.49%1.48%Q4 2016Q4 202225
YorkBridge Wealth Partners, LLC 25250.10%0.53%1.11%Q4 2016Q4 202225
Valeo Financial Advisors, LLC 25250.08%0.32%0.89%Q3 2017Q3 202325
Radnor Capital Management, LLC 1810.09%0.33%0.55%Q4 2016Q3 202325
Cypress Wealth Services, LLC 24240.00%0.36%0.91%Q4 2017Q3 202325
Biltmore Family Office, LLC 24240.08%0.21%0.42%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.14%0.37%1.01%Q4 2017Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.53%0.99%1.26%Q2 2013Q1 201924
Arvest Bank Trust Division 24240.28%1.09%1.37%Q3 2014Q2 202024
Pine River Capital Management L.P. 1130.00%0.15%0.53%Q2 2013Q4 201624
Treasurer of the State of North Carolina 24240.29%0.62%1.88%Q4 2017Q3 202324
SOUTH TEXAS MONEY MANAGEMENT LTD 1310.01%0.26%2.08%Q2 2013Q3 201924
Marathon Trading Investment Management LLC 1410.02%0.47%2.12%Q2 2015Q3 202324
CHILTON INVESTMENT CO INC. 24240.05%0.92%2.37%Q2 2013Q1 201924
G&S Capital LLC 24240.20%0.45%1.34%Q4 2017Q3 202324
TEACHERS ADVISORS, LLC 24240.56%0.84%0.98%Q2 2013Q1 201924
Capital Investment Advisory Services, LLC 2310.08%0.14%0.22%Q4 2016Q3 202324
SYSTEMATIC FINANCIAL MANAGEMENT LP 24240.00%0.09%0.45%Q2 2013Q1 201924
CNB Bank 24240.03%0.24%0.75%Q4 2017Q3 202324
Northstar Group, Inc. 2310.06%0.49%0.88%Q4 2014Q2 202124
HL FINANCIAL SERVICES LLC 24241.62%2.22%2.54%Q2 2013Q1 201924
BRAUN STACEY ASSOCIATES INC 1770.28%0.89%1.22%Q2 2013Q3 202324
Camarda Financial Advisors, LLC 2310.00%0.03%0.06%Q2 2013Q2 201924
FLIPPIN BRUCE & PORTER INC 2040.13%1.46%1.98%Q2 2013Q1 202124
FOUNDERS FINANCIAL SECURITIES LLC 24240.12%0.22%0.32%Q4 2017Q3 202324
Rossmore Private Capital 24240.13%0.35%0.78%Q4 2017Q3 202324
ORRSTOWN FINANCIAL SERVICES INC 24240.00%0.04%0.12%Q2 2013Q1 201924
Renaissance Technologies 1210.00%0.13%0.48%Q3 2014Q1 202324
Nippon Life Global Investors Americas, Inc. 1420.27%1.24%2.20%Q2 2013Q3 202324
Willow Creek Wealth Management Inc. 2110.05%0.34%0.62%Q4 2014Q2 202324
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.02%0.87%1.97%Q2 2013Q1 201924
MetLife Investment Management, LLC 24240.27%0.48%0.94%Q4 2017Q3 202324
Mutual Advisors, LLC 24240.03%0.11%0.46%Q4 2017Q3 202324
Verdence Capital Advisors LLC 24240.07%0.22%0.40%Q4 2017Q3 202324
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ 24240.72%0.93%1.15%Q2 2013Q1 201924
Alyeska Investment Group, L.P. 1210.00%0.33%1.27%Q1 2014Q3 202324
Pinnacle Wealth Planning Services, Inc. 24240.08%0.26%0.68%Q4 2017Q3 202324
ANCHOR CAPITAL ADVISORS LLC 24240.01%0.16%0.66%Q2 2013Q1 201924
GSA CAPITAL PARTNERS LLP 1110.02%0.15%1.00%Q2 2013Q4 202224
McIlrath & Eck, LLC 24240.01%0.06%0.14%Q4 2017Q3 202324
Focused Investors LLC 24241.44%3.06%4.37%Q2 2013Q1 201924
Sawyer & Company, Inc 24240.46%0.94%1.87%Q4 2017Q3 202324
Field & Main Bank 810.02%0.64%1.38%Q4 2013Q3 202324
SeaCrest Wealth Management, LLC 24240.11%0.22%0.39%Q4 2017Q3 202324
Alecta Tjanstepension Omsesidigt 24240.34%6.01%9.17%Q4 2014Q3 202024
WealthTrust Fairport, LLC 24240.36%0.86%1.19%Q2 2013Q1 201924
Knights of Columbus Asset Advisors LLC 1770.42%1.68%3.43%Q1 2017Q3 202324
Corbenic Partners LLC 1950.01%0.02%0.06%Q2 2013Q4 202024
Gryphon Financial Partners LLC 24240.09%0.19%0.34%Q4 2017Q3 202324
Front Row Advisors LLC 24240.09%0.36%1.29%Q4 2017Q3 202324
TELEMUS CAPITAL, LLC 2210.02%0.07%0.25%Q3 2013Q4 202124
Financial Management Professionals, Inc. 1210.00%0.00%0.02%Q4 2014Q3 202324
Zurich Insurance Group Ltd/FI 1860.58%1.06%2.07%Q3 2015Q3 202324
Global Trust Asset Management, LLC 24240.02%0.16%0.51%Q4 2017Q3 202324
GILDER GAGNON HOWE & CO LLC 1770.02%0.03%0.04%Q2 2013Q3 202324
LexAurum Advisors, LLC 24240.13%0.31%0.66%Q4 2017Q3 202324
Moon Capital Management, LLC 1340.04%0.79%4.62%Q3 2013Q2 202024
AdvisorNet Financial, Inc 24240.05%0.14%0.28%Q4 2017Q3 202324
Uncommon Cents Investing LLC 24241.55%2.53%4.27%Q4 2017Q3 202324
SALEM CAPITAL MANAGEMENT INC 1590.10%0.65%1.83%Q2 2013Q1 202024
Allied Investment Advisors, LLC 24241.79%2.64%3.62%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.06%0.11%0.28%Q4 2017Q3 202324
SignalPoint Asset Management, LLC 2310.09%0.35%0.70%Q2 2013Q3 201924
VISTA INVESTMENT MANAGEMENT 24240.55%0.91%1.64%Q4 2017Q3 202324
MEITAV INVESTMENT HOUSE LTD 24240.01%0.03%0.06%Q4 2017Q3 202324
AMICA MUTUAL INSURANCE CO 24240.60%1.32%1.70%Q2 2013Q1 201924
AT Bancorp 24240.04%0.10%0.19%Q2 2013Q1 201924
Financial Advocates Investment Management 24240.02%0.08%0.26%Q4 2017Q3 202324
HoyleCohen, LLC 24240.10%0.27%0.68%Q4 2017Q3 202324
Lee Financial Co 2310.00%0.12%0.32%Q2 2017Q3 202324
PointState Capital LP 650.06%1.63%4.46%Q4 2014Q4 202124
Pineno Levin & Ford Asset Management, Inc. 2220.08%0.19%0.25%Q2 2013Q4 201924
TRILLIUM ASSET MANAGEMENT, LLC 2220.01%0.69%1.85%Q2 2013Q2 201924
Northwest Capital Management Inc 24240.52%1.33%2.64%Q4 2017Q3 202324
Belpointe Asset Management LLC 2220.04%0.11%0.19%Q3 2017Q3 202324
Olstein Capital Management, L.P. 24240.48%1.17%1.64%Q4 2017Q3 202324
AUXIER ASSET MANAGEMENT 24240.18%0.27%0.33%Q4 2017Q3 202324
BBR PARTNERS, LLC 2110.02%0.06%0.11%Q2 2013Q3 202324
Moreno Evelyn V 24240.06%1.67%2.35%Q4 2013Q3 201924
NVWM, LLC 24240.00%0.21%0.46%Q4 2017Q3 202324
Independence Bank of Kentucky 24240.06%0.50%1.73%Q4 2017Q3 202324
SUN LIFE FINANCIAL INC 1810.01%0.11%0.29%Q2 2013Q1 202124
Smith, Salley & Associates 1610.02%0.52%2.47%Q2 2014Q3 202324
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20200.04%0.74%1.48%Q4 2018Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24240.36%0.62%1.05%Q4 2017Q3 202324
RELIANCE TRUST CO OF DELAWARE 24240.54%0.79%1.45%Q2 2013Q1 201924
Harbor Island Capital LLC 24243.54%6.39%9.10%Q4 2017Q3 202324
Investors Research Corp 24240.15%0.24%0.40%Q4 2017Q3 202324
WINTRUST INVESTMENTS LLC 1530.03%0.13%0.43%Q2 2016Q3 202324
Steinberg Global Asset Management 24240.26%0.73%1.44%Q2 2013Q1 201924
Providence Capital Advisors, LLC 24240.01%0.21%1.65%Q4 2017Q3 202324
Engineers Gate Manager LP 1410.01%0.16%0.63%Q1 2015Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.06%Q4 2017Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.10%0.27%0.46%Q4 2017Q3 202324
Autus Asset Management, LLC 24240.04%0.71%1.10%Q2 2013Q1 201924
Hirtle Callaghan & Co LLC 1510.01%0.25%0.71%Q2 2013Q3 202223
Chicago Capital, LLC 23230.02%0.04%0.07%Q1 2018Q3 202323
MAGNOLIA GROUP, LLC 23233.79%22.30%37.88%Q2 2016Q4 202123
NORTHERN CAPITAL MANAGEMENT LLC 23230.19%0.56%0.88%Q2 2013Q4 201823
FORTE CAPITAL LLC /ADV 2210.03%0.39%0.54%Q3 2014Q3 202123
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 1940.05%0.55%1.08%Q4 2016Q3 202323
Aristotle Capital Management, LLC 2210.00%0.00%0.01%Q3 2014Q1 202123
Violich Capital Management, Inc. 23230.17%0.32%0.48%Q2 2014Q4 201923
AMICA PENSION FUND BOARD OF TRUSTEES 23230.89%1.32%1.60%Q2 2013Q4 201823
FULTON BREAKEFIELD BROENNIMAN LLC 1940.04%1.47%2.35%Q2 2013Q1 202023
SENTINEL TRUST CO LBA 2210.09%0.51%0.89%Q2 2013Q4 202123
Signature Financial Management, Inc. 23230.38%0.86%1.29%Q2 2013Q4 201823
S&T BANK/PA 23230.25%0.37%0.45%Q2 2013Q4 201823
First Dallas Securities Inc. 1230.14%0.55%1.70%Q3 2016Q2 202323
Regent Investment Management LLC 23230.13%0.26%0.32%Q1 2014Q3 201923
Wellington Shields Capital Management, LLC 2210.03%0.06%0.10%Q2 2013Q1 201923
Gifford Fong Associates 23230.56%1.04%1.88%Q1 2018Q3 202323
DEARBORN PARTNERS LLC 23230.02%0.31%0.75%Q2 2013Q4 201823
Raab & Moskowitz Asset Management LLC 2210.02%0.79%1.27%Q4 2013Q4 201923
BREMER TRUST NATIONAL ASSOCIATION 23230.53%1.02%1.76%Q2 2013Q4 201823
CLEARBRIDGE, LLC 23231.78%2.53%3.50%Q2 2013Q4 201823
Pendal Group Ltd 23230.06%0.27%0.42%Q2 2017Q4 202223
Providence Wealth Advisors, LLC 23230.24%0.52%1.14%Q1 2018Q3 202323
GABLES CAPITAL MANAGEMENT INC. 23230.03%0.06%0.09%Q1 2018Q3 202323
CREATIVE FINANCIAL DESIGNS INC /ADV 1410.00%0.02%0.03%Q4 2016Q3 202323
PREMIER ASSET MANAGEMENT LLC 1720.03%0.25%0.60%Q2 2016Q4 202223
Spectrum Asset Management, Inc. (NB/CA) 1850.12%0.97%2.33%Q4 2014Q4 202223
TRUSTCO BANK CORP N Y 23230.82%2.13%2.56%Q2 2013Q4 201823
CARLSON CAPITAL L P 810.28%1.24%2.56%Q3 2013Q3 202323
SOMERVILLE KURT F 23230.05%0.14%0.28%Q4 2012Q2 201823
MALTESE CAPITAL MANAGEMENT LLC 1310.12%1.24%2.96%Q2 2013Q3 202323
SANTA BARBARA ASSET MANAGEMENT, LLC 23230.00%2.96%3.49%Q2 2013Q4 201823
Quad-Cities Investment Group, LLC 23230.49%0.82%1.18%Q1 2018Q3 202323
IMA Wealth, Inc. 1410.01%0.33%0.63%Q2 2013Q3 202323
Sarasin & Partners LLP 1760.01%0.78%2.23%Q4 2013Q4 201923
United American Securities Inc. (d/b/a UAS Asset Management) 1820.13%5.80%10.57%Q2 2013Q1 202023
MUFG Securities EMEA plc 2030.00%0.42%1.64%Q4 2017Q3 202323
CONNABLE OFFICE INC 1760.44%0.89%1.36%Q2 2013Q3 202323
Arlington Partners LLC 23230.00%0.08%0.21%Q4 2017Q2 202323
Integrated Wealth Concepts LLC 1490.04%0.07%0.14%Q4 2017Q3 202323
Sterling Investment Advisors, Ltd. 23230.00%0.03%0.16%Q4 2016Q2 202223
Silvant Capital Management LLC 23230.02%0.20%0.73%Q1 2018Q3 202323
Hayek Kallen Investment Management 2010.09%0.27%0.52%Q2 2017Q2 202323
Quadrant Private Wealth Management, LLC 1940.16%0.26%0.41%Q4 2017Q3 202323
Beaumont Financial Partners, LLC 2030.01%0.03%0.07%Q3 2013Q4 201923
GREYSTONE INVESTMENT MANAGEMENT LLC 23234.43%5.03%5.80%Q2 2013Q4 201823
Edgestream Partners, L.P. 510.01%0.44%1.81%Q2 2014Q3 202323
WealthTrust-Arizona, LLC 23230.09%0.13%0.19%Q2 2013Q4 201823
Avestar Capital, LLC 1490.08%0.22%0.41%Q4 2017Q3 202323
CENTAURUS FINANCIAL, INC. 23230.03%0.10%0.19%Q1 2018Q3 202323
Rockefeller Capital Management L.P. 23230.06%0.79%2.63%Q1 2018Q3 202323
Gs Investments, Inc. 1310.02%1.96%3.51%Q2 2017Q3 202323
Hedeker Wealth, LLC 23230.34%1.52%5.17%Q4 2014Q2 202023
Virtu Financial LLC 710.04%0.19%0.70%Q3 2013Q1 202323
SEVEN EIGHT CAPITAL, LP 610.01%0.53%1.50%Q4 2013Q3 202323
WRAPMANAGER INC 1210.06%0.19%0.36%Q4 2015Q3 202323
Achmea Investment Management B.V. 1250.01%0.37%0.78%Q1 2017Q2 202323
Quantitative Investment Management, LLC 710.08%0.57%1.82%Q2 2013Q2 202223
SPC Financial, Inc. 1210.02%0.14%0.59%Q2 2013Q3 202323
Miracle Mile Advisors, LLC 23230.02%0.31%1.08%Q1 2018Q3 202323
LAKE STREET ADVISORS GROUP, LLC 1580.02%0.07%0.16%Q4 2017Q3 202323
Lehman Financial Resources, Inc. 12110.01%0.64%2.39%Q4 2012Q3 201823
Palisades Hudson Asset Management, L.P. 23230.14%0.29%0.43%Q2 2013Q4 201823
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 23232.31%3.21%3.77%Q2 2013Q4 201823
WINTON GROUP Ltd 1210.07%0.51%2.01%Q2 2014Q3 202323
Winfield Associates, Inc. 2210.05%0.12%0.17%Q4 2013Q4 201923
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 22220.10%0.21%0.47%Q2 2018Q3 202322
WADDELL & REED FINANCIAL INC 22220.04%0.47%1.03%Q2 2013Q3 201822
Laffer Tengler Investments, Inc. 910.00%0.31%1.28%Q3 2014Q3 202322
New England Research & Management, Inc. 1570.16%0.94%1.77%Q1 2015Q3 202022
X-Square Capital, LLC 11110.12%0.26%0.44%Q4 2017Q3 202322
Sculptor Capital LP 720.01%0.27%0.77%Q2 2013Q2 202222
River Road Asset Management, LLC 22220.37%1.38%2.39%Q4 2014Q1 202022
Weitz Investment Management 22221.16%2.47%4.25%Q2 2013Q3 201822
Renaissance Investment Group LLC 22220.11%0.23%0.29%Q2 2013Q3 201822
Amica Retiree Medical Trust 22220.61%1.29%1.62%Q4 2013Q1 201922
Liberty Mutual Group Asset Management Inc. 22220.19%0.42%0.65%Q2 2013Q3 201822
CMT Asset Management Ltd 420.02%0.94%3.08%Q1 2013Q3 201722
Canal Insurance CO 1610.00%0.84%2.29%Q4 2015Q1 202022
PGGM Investments 1930.03%0.81%1.04%Q1 2013Q3 201922
ATLAS CAPITAL ADVISORS LLC 12100.00%0.05%0.18%Q1 2018Q3 202322
Kiltearn Partners LLP 22222.20%3.70%5.56%Q2 2018Q3 202322
Wharton Business Group, LLC 1570.02%0.27%0.53%Q4 2013Q3 202322
Laurel Grove Capital, LLC 22220.49%1.65%2.27%Q2 2013Q3 201822
LODESTAR INVESTMENT COUNSEL LLC/IL 22220.08%0.18%0.26%Q1 2014Q2 201922
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 910.00%0.38%1.23%Q1 2017Q3 202322
W.G. Shaheen & Associates DBA Whitney & Co 22220.51%1.33%1.70%Q1 2014Q2 201922
Bath Savings Trust Co 1440.04%0.07%0.10%Q1 2014Q4 201922
Robinson Value Management, Ltd. 1211.69%2.50%3.87%Q4 2016Q3 202322
CYPRESS ASSET MANAGEMENT INC/TX 22220.45%1.98%2.46%Q2 2013Q3 201822
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 22220.02%0.03%0.05%Q2 2018Q3 202322
OPUS INVESTMENT MANAGEMENT INC 22220.33%0.70%1.11%Q2 2016Q3 202122
FIRST HAWAIIAN BANK 2110.01%0.18%0.34%Q2 2013Q3 202322
Kidder Stephen W 22220.08%0.17%0.23%Q3 2014Q4 201922
Summit X, LLC 1110.02%0.13%0.23%Q2 2017Q2 202322
AFAM CAPITAL, INC. 22220.60%0.78%0.97%Q2 2013Q3 201822
RAND WEALTH, LLC 22221.47%2.72%3.47%Q2 2013Q3 201822
MILES CAPITAL, INC. 22220.12%0.77%1.30%Q2 2013Q3 201822
SNOW CAPITAL MANAGEMENT LP 730.01%0.60%2.26%Q2 2013Q2 202122
Troy Asset Management Ltd 1480.01%3.48%6.72%Q4 2014Q4 202022
ALLEGHANY CORP /DE 1020.91%3.16%5.40%Q2 2013Q3 202222
Notis-McConarty Edward 1750.11%0.76%1.19%Q4 2013Q4 201922
IFG Advisory, LLC 1810.02%0.14%0.37%Q4 2017Q3 202322
Exchange Capital Management, Inc. 22220.00%1.53%2.83%Q2 2013Q3 201822
Ullmann Wealth Partners Group, LLC 1120.05%0.15%0.33%Q1 2017Q3 202322
KG&L Capital Management,LLC 20200.06%1.13%2.33%Q4 2018Q3 202322
CAPITAL INTERNATIONAL LTD /CA/ 1840.02%1.13%2.08%Q2 2013Q4 201822
CAPITAL ONE, NATIONAL ASSOCIATION 2110.16%0.83%1.28%Q2 2013Q4 201922
LETKO, BROSSEAU & ASSOCIATES INC 22220.39%0.73%0.89%Q2 2018Q3 202322
CX Institutional 22220.02%0.09%0.36%Q2 2018Q3 202322
CONFLUENCE INVESTMENT MANAGEMENT LLC 1310.00%0.39%0.71%Q2 2013Q3 201922
Markel Corporation 22220.01%0.09%0.13%Q2 2018Q3 202322
First Pacific Advisors, LP 22222.02%3.39%4.48%Q2 2018Q3 202322
Garde Capital, Inc. 1720.01%0.16%0.37%Q4 2014Q2 202222
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 22220.00%0.00%0.01%Q2 2018Q3 202322
HIGH POINTE CAPITAL MANAGEMENT LLC 1660.14%1.59%3.20%Q2 2013Q2 202022
Callahan Advisors, LLC 22220.05%1.04%2.19%Q2 2013Q3 201822
COMPASS CAPITAL MANAGEMENT, INC 22220.04%0.14%0.23%Q2 2013Q3 201822
Capstone Financial Advisors, Inc. 1710.02%0.14%0.33%Q4 2013Q2 202122
DOLIVER ADVISORS, LP 2110.10%0.15%0.25%Q4 2017Q4 202322
Diligent Investors, LLC 2010.12%0.27%0.80%Q2 2018Q3 202321
PARK AVENUE SECURITIES LLC 1410.02%0.03%0.07%Q4 2015Q3 202321
Westbourne Investment Advisors, Inc. 2010.08%0.35%0.50%Q2 2015Q4 202121
ASSET ADVISORS CORP 21210.01%0.02%0.02%Q2 2013Q2 201821
CCM INVESTMENT ADVISERS LLC 21210.05%1.84%2.57%Q2 2013Q2 201821
BENEDICT FINANCIAL ADVISORS INC 21210.10%0.50%1.22%Q4 2014Q4 201921
Palouse Capital Management, Inc. 21211.06%2.22%3.19%Q2 2016Q2 202121
CRAMER ROSENTHAL MCGLYNN LLC 11100.00%0.59%1.53%Q2 2013Q1 201921
Aldebaran Financial Inc. 2010.14%0.22%0.34%Q4 2013Q1 201921
Benin Management CORP 21210.11%0.15%0.22%Q4 2014Q4 201921
East Coast Asset Management, LLC. 21210.78%1.65%2.48%Q4 2012Q4 201721
SKBA CAPITAL MANAGEMENT LLC 1471.31%1.91%2.43%Q2 2013Q3 202321
Polaris Wealth Advisory Group, LLC 1110.00%0.69%1.35%Q2 2013Q3 202321
TIEDEMANN ADVISORS, LLC 1560.01%0.10%0.42%Q3 2016Q1 202221
Peachtree Investment Advisors, Inc. 21210.24%0.47%0.79%Q4 2013Q4 201821
Global X Management CO LLC 21210.00%0.06%0.50%Q2 2013Q2 201821
Pinnacle Bancorp, Inc. 2010.12%0.64%1.41%Q1 2017Q3 202321
MARSHWINDS ADVISORY CO 1830.10%0.23%0.36%Q2 2013Q4 201821
JT Stratford LLC 1410.15%0.50%1.44%Q4 2016Q3 202321
Baker Avenue Asset Management, LP 1310.02%0.20%1.15%Q3 2015Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.04%0.07%0.14%Q3 2018Q3 202321
HERMES INVESTMENT MANAGEMENT LTD 21210.16%0.93%1.60%Q2 2013Q2 201821
VECTOR WEALTH MANAGEMENT, LLC 21210.57%1.09%1.99%Q4 2011Q4 201621
Red Cedar Capital, LLC 21212.56%3.30%4.13%Q4 2017Q4 202221
Clearstead Trust, LLC 1290.00%0.28%2.22%Q4 2016Q3 202321
Regal Investment Advisors LLC 1210.03%0.17%0.61%Q2 2013Q4 202021
Mosaic Family Wealth, LLC 1740.07%0.18%0.38%Q4 2015Q4 202121
Penobscot Investment Management Company, Inc. 1380.07%0.36%0.69%Q2 2013Q4 201921
Hudson Bay Capital Management LP 1110.01%0.15%0.39%Q2 2016Q3 202321
Affiance Financial, LLC 2010.06%0.31%0.71%Q4 2014Q4 202221
Bristlecone Advisors, LLC 1310.05%0.27%1.21%Q4 2015Q3 202321
ROWLANDMILLER & PARTNERS.ADV 21210.05%0.11%0.18%Q4 2014Q4 201921
Weil Company, Inc. 1290.12%0.28%0.50%Q4 2017Q3 202321
MARK SHEPTOFF FINANCIAL PLANNING, LLC 1920.01%0.25%0.39%Q1 2014Q1 202221
Jackson Hole Capital Partners, LLC 20200.36%0.47%0.61%Q4 2018Q3 202321
ROOSEVELT INVESTMENT GROUP LLC 1610.02%2.08%4.27%Q2 2013Q3 202221
Chou Associates Management 21210.49%4.28%10.45%Q3 2018Q3 202321
OUTFITTER ADVISORS, LTD. 21210.81%1.11%1.28%Q2 2013Q2 201821
BOOTHBAY FUND MANAGEMENT, LLC 720.01%0.06%0.20%Q4 2014Q3 202321
NEEDELMAN ASSET MANAGEMENT INC 21211.86%2.64%7.68%Q2 2013Q2 201821
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.51%0.86%1.15%Q2 2013Q2 201821
Bedel Financial Consulting, Inc. 1830.02%0.11%0.29%Q4 2017Q2 202321
Adams Asset Advisors, LLC 1560.46%1.16%2.02%Q3 2016Q3 202321
NATIONAL INVESTMENT SERVICES INC /WI 21211.82%2.76%3.86%Q2 2013Q2 201821
Johanson Financial Advisors, Inc. 1340.08%0.53%0.96%Q4 2015Q4 202121
SVA Wealth Management, LLC 21210.03%0.58%0.83%Q4 2013Q4 201821
Integrated Investment Consultants, LLC 710.03%0.10%0.44%Q1 2016Q3 202321
All Terrain Financial Advisors, LLC 11100.09%0.15%0.22%Q4 2017Q3 202321
C WorldWide Group Holding A/S 21213.34%4.55%5.33%Q3 2014Q3 201921
Old North State Trust, LLC 21210.19%0.36%0.74%Q3 2018Q3 202321
V Wealth Advisors LLC 1650.04%0.27%1.72%Q1 2016Q2 202221
FCA CORP /TX 1810.08%0.15%0.22%Q2 2014Q4 201921
Roundview Capital LLC 21210.04%0.58%1.46%Q3 2015Q3 202021
Godshalk Welsh Capital Management, Inc. 21210.33%0.45%0.55%Q4 2014Q4 201921
Hendershot Investments Inc. 1290.06%0.22%0.88%Q3 2017Q3 202321
Mascoma Wealth Management LLC 1110.02%0.05%0.11%Q4 2016Q3 202321
Continuum Advisory, LLC 1220.10%0.46%1.20%Q1 2017Q3 202321
Blue Chip Partners, LLC 21210.08%1.31%2.19%Q4 2014Q4 201921
Swedbank 2010.11%2.50%4.34%Q1 2014Q3 201921
CATAWBA CAPITAL MANAGEMENT /VA 21211.08%1.34%1.55%Q2 2013Q2 201821
LMR Partners LLP 1010.01%0.27%0.92%Q2 2014Q2 202321
MCMILLION CAPITAL MANAGEMENT INC 21212.08%2.61%3.02%Q2 2013Q2 201821
STEWART WEST INDIES TRADING CO., LTD 20205.22%6.18%7.03%Q2 2013Q1 201820
CORNERSTONE ADVISORS INC 1910.00%1.30%2.14%Q2 2013Q4 202120
Blue Fin Capital, Inc. 20200.12%0.61%0.84%Q4 2013Q3 201820
Diversified Investment Strategies, LLC 1910.19%1.12%1.45%Q2 2013Q2 201820
THOMASPARTNERS, INC. 20201.67%2.14%2.77%Q2 2013Q1 201820
Circle Wealth Management, LLC 1810.02%0.18%0.40%Q4 2017Q3 202320
Banque Cantonale Vaudoise 16160.00%0.06%0.20%Q4 2019Q3 202320
PrairieView Partners, LLC 1730.01%0.07%0.18%Q4 2017Q3 202320
WITTENBERG INVESTMENT MANAGEMENT, INC. 20203.47%4.70%7.85%Q4 2018Q3 202320
RGT Wealth Advisors, LLC 1420.07%0.87%3.82%Q3 2016Q3 202220
Highstreet Asset Management Inc. 1420.02%0.45%1.00%Q3 2013Q4 201920
Legacy Bridge, LLC 20200.10%0.34%1.08%Q4 2018Q3 202320
Clear Perspective Advisors, LLC 1640.10%0.94%1.84%Q4 2016Q4 202120
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.43%0.73%0.87%Q1 2013Q4 201720
Avidian Wealth Solutions, LLC 1640.03%0.10%0.15%Q4 2015Q3 202320
Fieldpoint Private Securities, LLC 1370.02%0.14%0.36%Q1 2017Q2 202220
Qube Research & Technologies Ltd 710.01%0.29%0.81%Q1 2018Q3 202320
Banco de Sabadell, S.A 1460.02%0.19%0.81%Q4 2017Q3 202320
TRUSTCORE FINANCIAL SERVICES, LLC 1640.01%0.08%0.30%Q4 2017Q4 202220
HONEYWELL INTERNATIONAL INC 20200.87%1.55%2.38%Q2 2013Q1 201820
NN Investment Partners Holdings N.V. 1510.01%0.07%0.18%Q1 2016Q1 202220
ESSEX INVESTMENT MANAGEMENT CO LLC 810.19%0.32%0.54%Q2 2013Q4 202220
DENVER INVESTMENT ADVISORS LLC 20200.09%0.17%0.27%Q2 2013Q1 201820
Ballast, Inc. 1280.09%0.19%0.34%Q4 2017Q3 202320
American Portfolios Advisors 20200.07%0.16%0.29%Q4 2017Q3 202220
BREWIN DOLPHIN LTD 20200.03%0.54%1.56%Q3 2017Q2 202220
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.01%0.05%0.13%Q3 2017Q2 202220
Wealthspire Advisors, L.P. 20200.02%0.16%0.27%Q4 2015Q3 202020
Legacy Financial Advisors, Inc. 1190.06%0.09%0.17%Q4 2017Q3 202320
Larson Financial Group LLC 20200.01%0.02%0.09%Q4 2018Q3 202320
MGO ONE SEVEN LLC 1020.08%0.33%0.78%Q4 2017Q3 202320
Valmark Advisers, Inc. 1190.01%0.01%0.02%Q4 2017Q3 202320
Truvvo Partners LLC 20200.26%0.68%1.27%Q4 2015Q3 202020
Redpoint Investment Management Pty Ltd 20200.21%0.61%1.13%Q4 2017Q3 202220
Teza Capital Management LLC 710.16%0.72%1.38%Q1 2017Q3 202320
BEACON INVESTMENT ADVISORY SERVICES, INC. 20200.03%0.07%0.09%Q2 2015Q1 202020
Farmers & Merchants Trust Co of Long Beach 20200.18%0.41%0.81%Q4 2018Q3 202320
Financial Gravity Asset Management, Inc. 1230.00%0.05%0.11%Q1 2018Q3 202320
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 1280.04%0.16%0.33%Q4 2013Q3 202320
Principle Wealth Partners LLC 20200.06%0.14%0.33%Q4 2018Q3 202320
Beacon Pointe Advisors, LLC 20200.05%0.15%0.44%Q4 2018Q3 202320
CALTON & ASSOCIATES, INC. 1330.06%0.14%0.47%Q4 2017Q1 202320
WORLDQUANT MILLENNIUM ADVISORS LLC 20200.01%0.37%1.06%Q4 2018Q3 202320
NuWave Investment Management, LLC 1130.01%0.14%0.73%Q2 2013Q2 202220
Sepio Capital, LP 20200.08%0.34%0.88%Q4 2018Q3 202320
First Fiduciary Investment Counsel, Inc. 1730.05%2.47%4.58%Q4 2014Q2 202020
BRUNI J V & CO /CO 1460.07%2.65%4.19%Q2 2013Q3 201920
AVITY INVESTMENT MANAGEMENT INC. 20200.55%3.08%4.25%Q2 2013Q1 201820
Essex Savings Bank 20200.20%0.41%0.92%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.61%2.43%4.90%Q1 2016Q4 202020
Bridgewater Associates 910.00%0.17%0.48%Q2 2013Q4 202220
Dougherty Wealth Advisers LLC 20200.02%0.35%1.22%Q4 2018Q3 202320
PICTON MAHONEY ASSET MANAGEMENT 1190.17%0.74%1.68%Q2 2014Q3 202320
Eukles Asset Management 20200.00%0.01%0.07%Q4 2018Q3 202320
Advisors Capital Management, LLC 1460.46%0.75%1.07%Q1 2018Q3 202320
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20201.02%1.30%1.44%Q2 2013Q1 201820
Pinnacle Wealth Management Advisory Group, LLC 1460.05%0.74%1.52%Q4 2014Q3 202320
Laurel Wealth Advisors LLC 20200.17%0.37%0.80%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.12%0.18%0.34%Q4 2018Q3 202320
Cresset Asset Management, LLC 20200.02%0.04%0.10%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.08%0.30%0.84%Q4 2018Q3 202320
Gibraltar Capital Management, Inc. 1281.94%2.77%3.96%Q2 2017Q3 202320
EXANE DERIVATIVES 1510.01%0.17%0.58%Q4 2014Q1 202220
Cynosure Group, LLC 20201.76%10.29%28.93%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.01%0.04%0.07%Q4 2018Q3 202320
FinTrust Capital Advisors, LLC 20200.03%0.13%0.34%Q4 2018Q3 202320
Claro Advisors LLC 20200.15%0.29%0.53%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.09%0.21%0.58%Q4 2018Q3 202320
Eos Management, L.P. 1710.43%0.82%1.66%Q2 2013Q3 202320
Grisanti Capital Management LLC 1410.06%4.75%7.62%Q2 2013Q1 202020
Huntington Steele LLC 20200.09%0.16%0.23%Q2 2013Q1 201820
COWEN AND COMPANY, LLC 810.00%0.05%0.17%Q3 2019Q4 202220
BROOKS, MOORE & ASSOCIATES, INC. 20200.38%0.77%1.17%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.04%0.11%0.28%Q4 2018Q3 202320
GARRISON POINT ADVISORS, LLC 20200.29%0.59%1.07%Q4 2018Q3 202320
Fairfax Financial Holdings 20200.09%0.34%2.20%Q2 2013Q1 201820
Edge Capital Group, LLC 20200.04%0.06%0.16%Q4 2018Q3 202320
Fort Sheridan Advisors LLC 20200.14%0.26%0.52%Q4 2018Q3 202320
CHATHAM CAPITAL GROUP, INC. 20200.06%0.43%1.10%Q1 2015Q4 201920
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.10%0.24%0.44%Q4 2014Q3 201920
PHILADELPHIA TRUST CO 1710.02%0.58%2.56%Q2 2013Q3 202020
Traverso Chambers Private Wealth Management, LLC 20200.13%0.23%0.31%Q4 2018Q3 202320
Western Wealth Management, LLC 1180.01%0.10%0.33%Q4 2018Q3 202320
Archer Investment Corp 20200.01%0.08%0.29%Q4 2018Q3 202320
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 20200.04%0.14%0.21%Q4 2018Q3 202320
Mariner Wealth Advisors-Cincinnati, LLC 1280.09%0.55%0.80%Q2 2013Q3 201820
B. Riley Wealth Management, Inc. 820.00%0.12%0.46%Q1 2014Q2 202220
CAPITAL ADVISORS INC/OK 1910.01%1.22%2.42%Q2 2013Q4 202220
AVANTAX ADVISORY SERVICES, INC. 20200.04%0.08%0.34%Q4 2018Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.12%0.52%Q4 2013Q3 201820
Prestige Wealth Management Group LLC 20200.02%0.05%0.12%Q4 2018Q3 202320
Sentry Investments Corp. 20201.00%1.65%2.37%Q2 2013Q1 201820
JANICZEK WEALTH MANAGEMENT, LLC 20200.04%0.05%0.07%Q4 2018Q3 202320
Jolley Asset Management, LLC 1820.01%0.02%0.04%Q2 2013Q2 201820
GENESEE VALLEY TRUST CO 20200.66%1.03%1.42%Q2 2013Q1 201820
SteelPeak Wealth, LLC 16160.00%0.09%0.76%Q4 2019Q3 202320
MRJ CAPITAL INC 20201.29%1.51%1.68%Q2 2013Q1 201820
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 1730.00%0.30%0.85%Q2 2013Q2 202020
TSFG, LLC 19190.00%0.01%0.03%Q1 2019Q3 202319
PARNASSUS INVESTMENTS, LLC 19190.28%1.60%4.52%Q2 2013Q4 201719
Private Capital Group, LLC 19190.06%0.14%0.29%Q4 2017Q2 202219
NorthRock Partners, LLC 1010.02%0.13%0.19%Q3 2015Q3 202319
ROCKEFELLER FINANCIAL SERVICES INC 19191.76%2.20%2.85%Q2 2013Q4 201719
WEALTHFRONT Corp 19190.02%0.08%0.13%Q1 2014Q3 201819
Adalta Capital Management LLC 1360.13%0.59%1.34%Q1 2017Q1 202219
BOENNING & SCATTERGOOD, INC. 19190.24%0.69%1.04%Q2 2018Q4 202219
Sageworth Trust Co 1410.00%0.02%0.18%Q4 2014Q4 202219
Penserra Capital Management LLC 19190.00%0.02%0.11%Q1 2019Q3 202319
Realta Investment Advisors 19190.18%0.26%0.39%Q1 2019Q3 202319
QVR LLC 430.00%0.11%0.28%Q1 2021Q4 202219
MERIDIAN MANAGEMENT CO 19191.07%1.68%2.06%Q2 2013Q4 201719
Cedar Wealth Management, LLC 1450.01%0.07%0.13%Q4 2015Q4 202219
Ensemble Capital Management 1510.03%0.18%0.32%Q2 2013Q1 201919
Zions Bancorporation, N.A. 19190.02%0.06%0.15%Q1 2019Q3 202319
Greystone Managed Investments Inc. 19190.42%0.55%0.76%Q2 2013Q4 201719
Parkwood LLC 910.13%0.97%1.53%Q4 2013Q3 202319
MU Investments Co., Ltd. 19190.05%0.50%0.96%Q2 2013Q4 201719
COMERICA SECURITIES,INC. 19190.02%0.06%0.17%Q1 2019Q3 202319
BADGLEY PHELPS & BELL INC 19190.53%0.90%1.11%Q2 2013Q4 201719
Lantz Financial LLC 19190.22%0.37%0.64%Q1 2019Q3 202319
Gilman Hill Asset Management, LLC 1540.15%0.22%0.30%Q2 2014Q3 201919
Bremer Bank National Association 19190.14%0.28%0.84%Q1 2019Q3 202319
Keudell/Morrison Wealth Management 19190.18%0.39%0.70%Q1 2019Q3 202319
THOMPSON DAVIS & CO., INC. 19190.02%0.26%1.44%Q1 2014Q3 201819
SUNFLOWER BANK, NA WEALTH MANAGEMENT 19190.06%0.12%0.16%Q4 2013Q2 201819
Investment Counsel Inc. 19190.53%1.82%2.58%Q4 2015Q2 202019
HOMESTEAD ADVISERS CORP 19190.80%1.17%1.60%Q1 2016Q3 202019
INVERNESS COUNSEL LLC /NY/ 710.02%0.47%1.87%Q4 2014Q3 202219
BRIDGES INVESTMENT COUNSEL INC/ 19190.85%1.53%1.78%Q2 2013Q4 201719
Cable Hill Partners, LLC 19190.04%0.10%0.22%Q4 2014Q2 201919
Segment Wealth Management, LLC 1110.02%0.19%0.77%Q4 2013Q1 202219
MERCER GLOBAL ADVISORS INC /ADV 19190.03%0.09%0.25%Q1 2019Q3 202319
COHEN & STEERS, INC. 19190.05%0.11%0.31%Q2 2013Q4 201719
DELTEC ASSET MANAGEMENT LLC 810.04%0.15%0.68%Q2 2013Q3 202319
Crewe Advisors LLC 1270.00%0.08%0.37%Q4 2017Q2 202319
Virtue Capital Management, LLC 810.03%0.37%0.91%Q1 2018Q3 202319
Stratos Wealth Advisors, LLC 1450.05%0.17%0.50%Q4 2018Q3 202319
CFO4Life Group, LLC 1180.05%0.27%0.96%Q1 2017Q3 202319
IFC Holdings Incorporated/FL 19190.03%0.07%0.09%Q2 2013Q4 201719
NICOLET ADVISORY SERVICES, LLC 19190.05%0.11%0.43%Q1 2019Q3 202319
Heritage Trust Co 1420.03%0.63%1.34%Q1 2017Q3 202319
Bell & Brown Wealth Advisors, LLC 830.77%1.90%2.73%Q4 2017Q2 202319
First Long Island Investors, LLC 19191.13%1.82%2.10%Q3 2015Q1 202019
SIMPLEX TRADING, LLC 610.00%0.13%0.88%Q3 2015Q4 202219
SAGE RHINO CAPITAL LLC 19190.23%0.45%1.03%Q1 2019Q3 202319
LYELL WEALTH MANAGEMENT, LP 1310.03%0.15%0.67%Q4 2016Q1 202319
BANCED CORP 1450.36%0.72%1.27%Q2 2013Q1 201819
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.07%0.73%3.31%Q3 2018Q3 202319
Castle Rock Wealth Management, LLC 1220.17%1.67%12.92%Q4 2017Q3 202319
Financial Enhancement Group LLC 19190.00%0.01%0.03%Q1 2018Q3 202219
Lombard Odier Asset Management (Europe) Ltd 19190.05%0.25%1.23%Q2 2016Q4 202019
Nikko Asset Management Americas, Inc. 19190.03%0.10%0.18%Q2 2013Q4 201719
Mount Yale Investment Advisors, LLC 1090.06%0.34%0.57%Q1 2018Q3 202319
DREMAN VALUE MANAGEMENT, L L C 1090.00%0.79%2.10%Q2 2013Q1 201819
Altium Wealth Management LLC 19190.08%0.18%0.33%Q4 2017Q2 202219
Cornerstone Capital, Inc. 1270.03%0.12%0.18%Q2 2013Q2 201819
Ruane, Cunniff & Goldfarb 19190.02%1.03%3.30%Q2 2013Q4 201719
British Airways Pensions Investment Management Ltd 1180.49%1.25%2.55%Q4 2014Q4 201919
Spindletop Capital, LLC 1711.97%8.78%15.12%Q4 2014Q1 202019
Exeter Financial, LLC 19190.17%0.36%0.66%Q4 2017Q2 202219
CAMDEN NATIONAL BANK 1360.05%0.08%0.12%Q4 2016Q4 202219
Wesleyan Assurance Society 19190.37%0.60%1.03%Q1 2019Q3 202319
MONTRUSCO BOLTON INVESTMENTS INC. 19190.29%0.55%1.01%Q2 2013Q4 201719
NorthCoast Asset Management LLC 1020.01%0.12%0.26%Q3 2013Q3 202119
SII INVESTMENTS INC/WI 19190.10%0.79%1.05%Q2 2013Q4 201719
EQUITABLE TRUST CO 1180.01%0.07%0.17%Q2 2018Q3 202319
SOLARIS ASSET MANAGEMENT LLC 19191.60%2.22%2.62%Q2 2013Q4 201719
Numeric Investors LLC 19190.01%0.38%1.47%Q2 2013Q4 201719
Haverford Financial Services, Inc. 19194.24%4.75%5.16%Q2 2013Q4 201719
Handelsbanken Fonder AB 1440.16%0.41%1.10%Q4 2015Q3 202318
Patriot Wealth Management, Inc. 1710.03%1.59%1.87%Q2 2013Q4 201718
NIPPON LIFE INSURANCE CO 18180.16%0.28%0.38%Q2 2013Q3 201718
Delta Investment Management, LLC 18180.08%0.45%2.26%Q2 2019Q3 202318
Brick & Kyle, Associates 1040.07%0.16%0.26%Q4 2014Q3 201918
New Capital Management LP 18180.01%0.04%0.07%Q4 2016Q1 202118
First National Bank of South Miami 18180.01%0.01%0.08%Q4 2018Q1 202318
Pinkerton Retirement Specialists, LLC 710.00%0.45%1.51%Q4 2014Q2 202218
GM Advisory Group, LLC 1110.06%0.11%0.28%Q4 2015Q3 202318
Sound View Wealth Advisors Group, LLC 18180.04%0.11%0.20%Q2 2019Q3 202318
Arden Trust Co 1710.04%0.27%0.61%Q2 2019Q4 202318
Domani Wealth, LLC 1440.08%0.12%0.15%Q2 2015Q4 201918
Csenge Advisory Group 1210.02%0.08%0.15%Q3 2017Q3 202318
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 18180.15%2.30%3.52%Q2 2013Q3 201718
AlphaStar Capital Management, LLC 1170.03%0.09%0.16%Q2 2018Q3 202318
Vista Private Wealth Partners. LLC 1710.08%0.25%0.50%Q4 2018Q2 202318
Bellecapital International Ltd. 18180.09%0.88%1.82%Q2 2016Q3 202018
SHAKESPEARE WEALTH MANAGEMENT, INC. 18180.18%0.33%0.79%Q2 2019Q3 202318
Jacobus Wealth Management, Inc. 18180.19%0.29%0.46%Q2 2013Q3 201718
Krilogy Financial LLC 910.02%0.06%0.10%Q3 2015Q1 202318
BLACKROCK ADVISORS LLC 15150.00%1.31%1.87%Q2 2013Q4 201618
Commonwealth Equity Services, Inc 18180.28%0.32%0.38%Q2 2013Q3 201718
ExodusPoint Capital Management, LP 1010.01%0.08%0.30%Q4 2018Q3 202318
Quotient Investors, LLC 18180.96%1.70%2.40%Q2 2013Q3 201718
UNITED STATES STEEL & CARNEGIE PENSION FUND 18181.72%2.67%3.19%Q2 2013Q3 201718
Ashburton (Jersey) Ltd 1210.00%0.19%0.78%Q4 2015Q1 202118
Crosspoint Capital Strategies, LLC 1710.04%0.35%1.28%Q4 2013Q1 202218
NAPLES GLOBAL ADVISORS, LLC 1260.04%0.09%0.13%Q1 2015Q3 202018
MIDWEST INVESTMENT MANAGEMENT LLC 18184.81%6.44%7.48%Q2 2013Q3 201718
GAGNON SECURITIES LLC 1170.05%0.09%0.15%Q3 2018Q3 202318
NATIONAL PLANNING CORP 18180.11%0.17%0.23%Q2 2013Q3 201718
GLG Partners LP 1510.02%0.32%1.30%Q2 2013Q4 201718
Orca Investment Management, LLC 18181.13%1.34%1.64%Q2 2015Q3 201918
Independence Trust CO 18181.92%3.02%4.86%Q2 2013Q3 201718
SP Asset Management 18181.17%2.24%3.18%Q2 2018Q3 202218
Aspire Private Capital, LLC 1350.03%0.12%0.30%Q4 2018Q3 202318
Phocas Financial Corp. 1010.01%0.04%0.07%Q2 2013Q2 201918
WEALTHCARE CAPITAL MANAGEMENT LLC 1310.00%0.01%0.01%Q2 2013Q1 202118
MBM Wealth Consultants, LLC 18180.01%0.03%0.05%Q4 2018Q1 202318
GREAT VALLEY ADVISOR GROUP, INC. 1170.03%0.06%0.15%Q4 2018Q3 202318
CYPRESS CAPITAL MANAGEMENT LLC 1510.06%0.13%0.25%Q1 2015Q1 202018
SCHMIDT P J INVESTMENT MANAGEMENT INC 18180.08%0.77%1.18%Q4 2013Q1 201818
Weaver Consulting Group 1170.01%0.10%0.18%Q1 2019Q3 202318
CIDEL ASSET MANAGEMENT INC 1260.01%0.02%0.03%Q1 2019Q3 202318
Aptus Capital Advisors, LLC 920.01%0.05%0.22%Q1 2019Q3 202318
Barrington Strategic Wealth Management Group LLC 18181.09%1.38%1.61%Q2 2013Q3 201718
TUKMAN GROSSMAN CAPITAL MANAGEMENT INC 18186.69%8.34%9.10%Q2 2013Q3 201718
DAVIDSON INVESTMENT ADVISORS 1710.03%2.05%3.10%Q2 2013Q4 201718
Sabal Trust CO 1350.02%2.09%2.88%Q3 2013Q2 202018
Capital Advisory Group Advisory Services, LLC 1170.04%0.11%0.19%Q1 2018Q3 202218
RAY GERALD L & ASSOCIATES LTD 18180.40%0.49%0.55%Q2 2013Q3 201718
Mirador Capital Partners LP 1620.04%1.32%2.16%Q1 2016Q1 202218
DAVIDSON & GARRARD INC 18180.34%0.55%0.82%Q2 2013Q3 201718
I.G. INVESTMENT MANAGEMENT, LTD. 18180.47%0.87%1.05%Q2 2013Q3 201718
BlueCrest Capital Management Ltd 510.02%0.23%0.92%Q4 2014Q3 202318
Vestmark Advisory Solutions, Inc. 18180.05%0.22%0.90%Q1 2019Q2 202318
RPG Investment Advisory, LLC 18180.00%0.03%0.06%Q2 2017Q3 202118
Canal Capital Management, LLC 18180.11%0.45%1.45%Q1 2016Q2 202018
Nationwide Fund Advisors 18180.58%0.85%1.12%Q2 2013Q3 201718
INVESTMENT CENTERS OF AMERICA INC 18180.19%0.33%0.45%Q2 2013Q3 201718
UBS AG 660.01%0.14%0.41%Q2 2013Q3 201418
Semmax Financial Advisors Inc. 1710.42%1.65%2.39%Q4 2018Q3 202318
ARS Wealth Advisors, LLC 18180.17%0.78%1.95%Q3 2015Q4 201918
Stieven Capital Advisors, L.P. 1311.02%2.20%3.70%Q2 2013Q3 202218
Dynamic Technology Lab Private Ltd 510.05%0.24%0.54%Q4 2012Q4 202218
NOVARE CAPITAL MANAGEMENT LLC 1110.02%0.48%1.21%Q2 2015Q1 202318
MASTERS CAPITAL MANAGEMENT LLC 610.78%4.45%8.84%Q4 2017Q3 202318
Virtu KCG Holdings LLC 1230.01%0.08%0.40%Q3 2013Q2 201718
BloombergSen Inc. 14140.95%9.25%21.96%Q3 2015Q4 201817
Tetrem Capital Management Ltd. 17171.04%1.60%2.83%Q2 2013Q2 201717
THOMAS WHITE INTERNATIONAL LTD 17170.08%0.25%0.94%Q2 2013Q2 201717
RONALD BLUE & CO LLC 17170.02%0.07%0.13%Q2 2013Q2 201717
Resource Management, LLC 17170.08%0.26%0.55%Q4 2017Q4 202117
Independent Portfolio Consultants, Inc. 17170.02%0.22%0.68%Q2 2013Q2 201717
SENTINEL ASSET MANAGEMENT, INC. 17170.18%1.24%1.96%Q2 2013Q2 201717
Williams Jones Wealth Management, LLC. 17170.03%0.05%0.19%Q3 2019Q3 202317
Origin Asset Management LLP 17170.78%1.46%1.93%Q2 2013Q2 201717
Asset Planning Services, Ltd. 1520.00%0.02%0.04%Q2 2015Q3 201917
CAPITAL INSIGHT PARTNERS, LLC 1320.10%1.37%2.53%Q2 2015Q4 201917
TimeScale Financial, Inc. 17170.01%0.01%0.03%Q2 2019Q2 202317
Redwood Investments, LLC 17170.00%0.01%0.01%Q2 2013Q2 201717
Alpha Omega Wealth Management LLC 17170.04%0.07%0.10%Q4 2015Q4 201917
Cove Street Capital, LLC 1520.01%0.46%0.67%Q3 2017Q3 202317
1st Global Advisors, Inc. 17170.41%0.48%0.57%Q2 2013Q2 201717
Palo Capital, Inc. 17170.69%1.02%1.38%Q4 2014Q4 201817
Triad Investment Management 980.71%1.08%1.52%Q4 2018Q3 202317
Westhampton Capital, LLC 1250.17%0.21%0.27%Q2 2019Q3 202317
Patten Group, Inc. 17170.02%0.09%0.20%Q4 2014Q4 201817
CAPSTONE ASSET MANAGEMENT CO 17170.47%0.68%0.99%Q2 2013Q2 201717
Private Portfolio Partners LLC 1520.10%0.12%0.14%Q4 2018Q3 202317
Stadion Money Management, LLC 17170.03%0.08%0.17%Q1 2015Q1 201917
CWA Asset Management Group, LLC 1520.02%0.57%1.39%Q4 2015Q4 202217
NORTH POINT PORTFOLIO MANAGERS CORP/OH 17172.11%2.51%2.73%Q2 2013Q2 201717
BlackRock Group LTD 15150.00%0.99%1.22%Q2 2013Q4 201617
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 910.12%0.56%2.24%Q2 2013Q4 201917
SONATA CAPITAL GROUP INC 1520.08%0.25%0.35%Q4 2014Q1 202217
Wealthspire Advisors, LLC 910.01%0.02%0.05%Q4 2018Q3 202317
GREENWOOD CAPITAL ASSOCIATES LLC 1610.19%1.29%1.98%Q2 2013Q3 202317
ACCURATE INVESTMENT SOLUTIONS, INC. 17170.03%0.46%2.55%Q1 2016Q1 202017
Arbor Wealth Management, LLC 17173.13%3.66%4.23%Q4 2015Q4 201917
PFG Advisors 1610.07%0.47%1.36%Q4 2018Q3 202317
WESPAC Advisors SoCal, LLC 17170.15%0.72%3.41%Q4 2015Q4 201917
Abrams Capital Management 17175.85%8.31%11.21%Q4 2013Q4 201717
Private Harbour Investment Management & Counsel, LLC 17171.03%1.25%1.40%Q2 2013Q2 201717
CrestPoint Capital Management, LLC 17170.55%1.38%2.15%Q4 2013Q4 201717
Geneva Advisors, LLC 17170.03%0.06%0.10%Q2 2013Q2 201717
MACKAY SHIELDS LLC 17170.12%0.31%0.63%Q1 2018Q1 202217
StoneX Group Inc. 1110.06%0.29%1.22%Q3 2016Q3 202317
LMCG INVESTMENTS, LLC 1070.05%0.34%0.59%Q2 2013Q3 202317
Five Oceans Asset Management LTD 850.36%3.00%5.45%Q4 2010Q2 201417
Kinsight, LLC 17170.12%0.17%0.29%Q2 2013Q2 201717
iAB Financial Bank 17171.76%4.47%7.89%Q2 2013Q2 201717
Carmichael Hill & Associates, Inc. 1610.01%0.04%0.28%Q4 2017Q3 202317
Truvestments Capital LLC 610.01%0.03%0.06%Q3 2018Q3 202317
GW HENSSLER & ASSOCIATES LTD 17170.03%0.95%1.46%Q4 2013Q4 201717
Successful Portfolios LLC 1120.16%0.23%0.38%Q4 2017Q3 202317
Farmers National Bank 1520.30%0.52%0.90%Q4 2014Q2 201917
ERTS Wealth Advisors, LLC 1160.06%0.21%0.60%Q4 2018Q3 202317
SEEYOND 17170.02%0.10%0.28%Q4 2018Q4 202217
Global Wealth Management Investment Advisory, Inc. 1520.00%0.01%0.04%Q4 2018Q3 202317
abrdn Investment Management Ltd 17171.00%1.94%3.28%Q2 2013Q2 201717
Portland Global Advisors LLC 17170.09%0.14%0.19%Q1 2014Q1 201817
Meridian Wealth Management, LLC 1310.02%0.16%0.81%Q4 2016Q3 202317
Hillman Capital Management, Inc. 1611.31%3.31%3.97%Q2 2013Q3 202317
HARTLINE INVESTMENT CORP/ 1610.09%0.18%0.29%Q2 2015Q3 202217
South Street Advisors LLC 17171.00%2.57%3.06%Q2 2013Q2 201717
SRB CORP 17170.02%0.03%0.06%Q3 2014Q3 201817
Sullivan, Bruyette, Speros & Blaney, LLC 17170.01%0.03%0.05%Q2 2016Q2 202017
Pacifica Partners Inc. 17170.04%0.13%0.67%Q4 2019Q4 202317
Buckingham Capital Management, Inc. 17170.14%0.30%0.44%Q2 2013Q2 201717
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.29%0.57%0.72%Q2 2013Q2 201717
Keystone Financial Group 1120.06%0.08%0.10%Q1 2019Q3 202317
Ziegler Capital Management, LLC 1520.12%0.37%1.55%Q2 2013Q3 202317
AGF Investments LLC 1610.00%0.33%1.38%Q2 2017Q2 202217
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1010.04%0.26%0.88%Q4 2013Q4 202117
Trexquant Investment LP 410.06%0.27%0.80%Q4 2014Q4 202217
Sciencast Management LP 510.10%0.58%2.11%Q4 2015Q3 202317
Cambria Investment Management, L.P. 17170.12%0.58%1.17%Q2 2017Q2 202117
Community Bank & Trust, Waco, Texas 17170.10%0.12%0.17%Q4 2015Q4 201917
R.H. Dinel Investment Counsel, Inc. 1251.52%1.98%2.52%Q4 2013Q4 201917
Centerpoint Advisors, LLC 1130.00%0.08%0.21%Q4 2017Q3 202317
Monte Financial Group, LLC 1610.28%2.85%3.73%Q4 2017Q3 202317
WFG Advisors, LP 17170.19%0.32%0.67%Q2 2013Q2 201717
Pegasus Partners Ltd. 1210.03%0.08%0.17%Q4 2016Q3 202317
MIDAS MANAGEMENT CORP 1250.82%1.10%1.39%Q2 2013Q2 201917
Capital Planning Advisors, LLC 1310.05%0.33%0.64%Q1 2015Q4 202217
NS Partners Ltd 17170.02%0.59%1.43%Q2 2015Q2 201917
Avion Wealth 17170.06%0.13%0.34%Q3 2019Q3 202317
Capital Markets Trading UK LLP 610.02%0.11%0.35%Q2 2018Q3 202317
McKinley Carter Wealth Services, Inc. 1610.05%0.22%0.32%Q4 2014Q4 201917
JAMES INVESTMENT RESEARCH INC 1320.00%0.00%0.00%Q2 2013Q1 202317
BigSur Wealth Management LLC 1430.12%0.38%0.96%Q4 2016Q2 202117
PARTHENON LLC 17170.05%0.07%0.09%Q1 2015Q1 201917
Aureus Asset Management, LLC 17170.05%0.07%0.13%Q1 2014Q1 201817
FormulaFolio Investments, LLC 1430.01%0.02%0.04%Q3 2016Q2 202117
HARBOR INVESTMENT ADVISORY, LLC 16160.04%0.08%0.16%Q4 2019Q3 202316
Eagle Ridge Investment Management 1060.05%0.18%0.35%Q2 2013Q1 201916
Daiwa SB Investments Ltd. 1510.07%1.61%2.71%Q2 2013Q1 201916
Argent Advisors, Inc. 16160.01%0.40%0.74%Q4 2019Q3 202316
Algebris Investments (UK) LLP 820.24%1.67%3.58%Q2 2013Q1 201716
Vision Capital Management, Inc. 16160.10%0.20%0.38%Q2 2016Q1 202016
ICICI Prudential Asset Management Co Ltd 1240.63%2.51%7.04%Q4 2016Q3 202316
Hemenway Trust Co LLC 1310.01%0.07%0.17%Q1 2013Q4 201916
Salient Capital Advisors, LLC 16160.01%0.01%0.02%Q2 2013Q1 201716
AUGUSTINE ASSET MANAGEMENT INC 1310.10%0.50%0.73%Q2 2016Q3 202316
West Coast Financial LLC 1310.06%0.30%0.40%Q2 2013Q3 201816
LeJeune Puetz Investment Counsel LLC 1420.04%0.20%0.36%Q4 2016Q3 202116
ARGI Investment Services, LLC 16160.01%0.03%0.10%Q1 2019Q4 202216
Mitsubishi UFJ Securities Holdings Co., Ltd. 1510.02%0.25%0.84%Q1 2015Q2 201916
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 920.00%0.07%0.14%Q4 2015Q1 202316
JANUS HENDERSON INVESTORS US LLC 16160.16%0.22%0.26%Q2 2013Q1 201716
ELM ADVISORS, LLC 810.04%0.20%0.49%Q1 2014Q4 202016
Holloway Wealth Management, LLC 1210.00%0.01%0.02%Q4 2016Q4 202116
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1320.01%0.25%0.78%Q4 2019Q3 202316
Vestcor Inc 16160.09%0.19%0.32%Q4 2019Q3 202316
GLG LLC 16160.16%0.83%1.26%Q1 2014Q4 201716
Equitable Holdings, Inc. 16160.01%0.02%0.03%Q4 2019Q3 202316
Gleason Group, Inc. 16160.00%0.01%0.05%Q4 2019Q3 202316
Allen Investment Management, LLC 1120.01%0.05%0.14%Q3 2014Q3 201916
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.05%0.12%0.23%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.02%0.03%0.09%Q4 2019Q3 202316
Baltimore-Washington Financial Advisors, Inc. 16160.10%1.99%2.48%Q4 2013Q3 201716
NatWest Group plc 1020.06%1.03%2.90%Q2 2013Q4 202216
VOLORIDGE INVESTMENT MANAGEMENT, LLC 310.04%0.56%1.62%Q1 2016Q2 202316
Scott & Selber, Inc. 1110.49%0.81%1.83%Q2 2013Q3 202316
Center for Financial Planning, Inc. 16160.00%0.02%0.12%Q4 2019Q3 202316
Mine & Arao Wealth Creation & Management, LLC. 16160.61%0.91%1.19%Q4 2019Q3 202316
Visionary Wealth Advisors 16160.03%0.14%0.47%Q4 2019Q3 202316
Cadence Bank 1150.03%0.34%1.03%Q4 2017Q3 202316
Orion Portfolio Solutions, LLC 16160.04%0.07%0.24%Q4 2019Q3 202316
Soltis Investment Advisors LLC 16160.12%0.20%0.62%Q4 2019Q3 202316
Marks Group Wealth Management, Inc 16160.07%0.17%0.28%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.01%1.35%2.54%Q4 2019Q3 202316
Stokes Family Office, LLC 16160.06%0.14%0.62%Q4 2019Q3 202316
Powell Investment Advisors, LLC 16160.04%0.11%0.42%Q4 2019Q3 202316
Marotta Asset Management 1330.26%0.36%0.53%Q4 2019Q4 202316
MADISON WEALTH MANAGEMENT 16160.11%0.54%3.30%Q4 2019Q3 202316
BELLEVUE ASSET MANAGEMENT, LLC 16160.01%0.04%0.05%Q4 2019Q3 202316
Mission Creek Capital Partners, Inc. 16160.06%0.12%0.35%Q4 2019Q3 202316
Parcion Private Wealth LLC 16160.13%0.27%0.36%Q4 2019Q3 202316
S.A. Mason LLC 16160.10%0.23%0.29%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.01%0.08%0.20%Q4 2019Q3 202316
XML Financial, LLC 16160.08%0.13%0.22%Q4 2019Q3 202316
Berman Capital Advisors, LLC 16160.01%0.09%0.16%Q4 2017Q3 202116
ATTICUS WEALTH MANAGEMENT, LLC 16160.02%0.06%0.20%Q4 2019Q3 202316
IRONBRIDGE CAPITAL MANAGEMENT LP 16160.02%0.69%1.88%Q2 2013Q1 201716
Cedar Mountain Advisors, LLC 16160.01%0.01%0.01%Q4 2019Q3 202316
Capital Square, LLC 16160.28%1.49%2.92%Q4 2019Q3 202316
Perkins Investment Management, LLC 16160.13%0.57%0.99%Q2 2013Q1 201716
Cumberland Partners Ltd 880.05%1.27%4.20%Q1 2016Q1 202016
Pavion Blue Capital, LLC 16160.79%1.14%1.33%Q4 2019Q3 202316
CAMPBELL NEWMAN ASSET MANAGEMENT INC 16160.19%1.41%3.14%Q2 2015Q1 201916
Cornerstone Management, Inc. 1060.00%0.17%0.34%Q4 2014Q1 202316
tru Independence LLC 16160.02%1.16%1.91%Q4 2019Q3 202316
Meridian Wealth Partners, LLC 16160.34%0.50%1.35%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.04%0.10%0.26%Q4 2019Q3 202316
PSI Advisors, LLC 16160.08%0.29%0.62%Q4 2019Q3 202316
BI Asset Management Fondsmaeglerselskab A/S 1150.02%0.26%1.34%Q3 2018Q3 202316
TRANSCEND CAPITAL ADVISORS, LLC 16160.17%0.37%0.71%Q4 2019Q3 202316
Oldfather Financial Services, LLC 16160.58%0.95%1.71%Q4 2019Q3 202316
DE BURLO GROUP INC 1420.07%1.47%2.66%Q2 2013Q2 202216
DAVIDSON TRUST CO 16160.64%0.81%1.63%Q4 2019Q3 202316
Quilter Plc 16160.03%0.09%0.47%Q4 2019Q3 202316
Tidal Investments LLC 1240.03%0.09%0.20%Q3 2019Q3 202316
Princeton Global Asset Management LLC 16160.00%0.00%0.03%Q4 2019Q3 202316
Cedar Brook Financial Partners, LLC 1150.06%0.13%0.25%Q4 2018Q3 202316
BlackRock Institutional Trust Company, N.A. 15150.00%0.98%1.13%Q2 2013Q4 201616
AGRAN LIBBIE 16160.32%0.64%1.02%Q2 2013Q1 201716
CSS LLC/IL 810.02%0.05%0.10%Q3 2015Q3 202316
Magnus Financial Group LLC 970.02%0.06%0.12%Q4 2018Q3 202316
Boulegeris Investments, Inc. 16160.16%1.46%2.72%Q3 2014Q2 201816
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 880.09%0.13%0.19%Q4 2015Q4 201916
Kore Private Wealth LLC 16160.05%0.07%0.12%Q4 2018Q3 202216
TIAA CREF TRUST CO FSB/MO 16160.24%0.33%0.37%Q2 2013Q1 201716
Valtinson Bruner Financial Planning LLC 1150.13%0.28%0.46%Q4 2018Q3 202316
JRM Investment Counsel, LLC 16161.93%2.89%4.77%Q4 2014Q3 201816
M&G INVESTMENT MANAGEMENT LTD 16160.12%0.41%1.60%Q4 2019Q3 202316
CONDOR CAPITAL MANAGEMENT 16160.19%0.26%0.54%Q2 2013Q1 201716
Vectors Research Management, LLC 16160.00%0.06%0.31%Q3 2018Q2 202216
ISTHMUS PARTNERS, LLC 1510.01%0.01%0.02%Q4 2014Q2 202116
EDGE ASSET MANAGEMENT, INC 16161.07%1.43%1.59%Q2 2013Q1 201716
Foundations Investment Advisors, LLC 970.01%0.05%0.10%Q2 2018Q3 202316
EVERENCE CAPITAL MANAGEMENT INC 16161.21%1.37%1.63%Q2 2013Q1 201716
MITCHELL SINKLER & STARR/PA 810.14%0.55%0.93%Q2 2013Q3 202316
Quadrature Capital Ltd 410.04%0.94%2.69%Q4 2015Q3 202316
ISLAY CAPITAL MANAGEMENT, LLC 16160.09%0.30%0.97%Q4 2019Q3 202316
Factorial Partners, LLC 1211.16%2.38%3.03%Q1 2018Q3 202316
SWS Partners 1420.74%1.36%2.07%Q4 2017Q3 202316
Integrated Advisors Network LLC 16160.05%0.08%0.19%Q4 2019Q3 202316
NEW YORK LIFE TRUST CO 16160.65%0.93%1.27%Q2 2013Q1 201716
SYMPHONY ASSET MANAGEMENT LLC 16160.09%0.27%0.46%Q2 2013Q1 201716
FCG ADVISORS, LLC 1010.06%0.12%0.19%Q2 2016Q3 202016
Sugarloaf Wealth Management, LLC 16160.02%0.04%0.07%Q4 2019Q3 202316
Poehling Capital Management, INC. 1420.01%1.86%2.54%Q4 2017Q3 202316
Acorn Wealth Advisors, LLC 1330.04%0.18%0.26%Q4 2017Q2 202316
STEPH & CO 16160.22%0.30%0.75%Q4 2019Q3 202316
Kelman-Lazarov, Inc. 16160.22%1.32%2.17%Q1 2016Q4 201916
Greytown Advisors Inc. 16160.27%0.50%0.70%Q4 2016Q3 202016
Prana Capital Management, LP 16160.65%2.82%5.40%Q4 2019Q3 202316
Capital Bank & Trust Co 16160.02%0.55%1.09%Q2 2017Q1 202116
ELCO Management Co., LLC 16160.19%0.43%0.62%Q3 2016Q2 202016
Northwest Quadrant Wealth Management, LLC 1510.06%0.25%0.58%Q4 2016Q1 202116
Soapstone Management L.P. 15152.02%8.12%17.32%Q4 2017Q2 202116
Manning & Napier Group, LLC 1420.29%0.40%0.64%Q4 2017Q3 202316
Icon Wealth Partners, LLC 610.03%0.10%0.25%Q4 2017Q3 202316
EXCHANGE TRADED CONCEPTS, LLC 1240.00%0.09%1.11%Q4 2019Q4 202316
Cypress Wealth Advisors LLC 16160.28%0.48%0.79%Q2 2015Q1 201916
Reynders McVeigh Capital Management, LLC 16160.03%0.07%0.13%Q1 2014Q4 201716
Ensign Peak Advisors, Inc 16160.17%0.38%0.73%Q4 2019Q3 202316
LifePlan Financial Group, Inc 1140.02%0.06%0.10%Q2 2013Q3 202015
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.85%1.22%Q2 2013Q3 201615
KANALY TRUST CO 15150.31%0.36%0.49%Q2 2013Q4 201615
KELLY LAWRENCE W & ASSOCIATES INC/CA 1010.00%0.00%0.01%Q2 2013Q4 201715
WAFRA INC. 15150.48%2.08%3.15%Q2 2013Q4 201615
Kinneret Advisory, LLC 1230.17%0.30%0.45%Q4 2018Q3 202215
OXFORD FINANCIAL GROUP, LTD. LLC 15150.02%0.06%0.08%Q1 2020Q3 202315
NIXON PEABODY TRUST CO 15150.73%1.57%1.94%Q4 2015Q2 201915
AMARILLO NATIONAL BANK 710.04%0.13%0.26%Q3 2015Q2 202315
EVOKE WEALTH, LLC 1320.01%0.03%0.08%Q3 2019Q3 202315
PFS INVESTMENTS INC. 1050.03%0.06%0.22%Q1 2019Q2 202315
HARVEY INVESTMENT CO LLC 15150.04%0.06%0.08%Q2 2016Q4 201915
Beacon Capital Management, Inc. 1110.00%0.00%0.04%Q4 2013Q1 202315
Veracity Capital LLC 880.01%0.07%0.18%Q4 2019Q3 202115
Cito Capital Group, LLC 15150.08%0.22%0.36%Q1 2020Q3 202315
National Mutual Insurance Federation of Agricultural Cooperatives 15150.06%0.16%0.29%Q2 2013Q4 201615
FORSTA AP-FONDEN 15150.26%0.38%0.49%Q1 2020Q3 202315
Cornerstone Investment Partners, LLC 15150.04%0.09%0.12%Q4 2019Q2 202315
Poplar Forest Capital LLC 15151.48%3.95%4.97%Q1 2020Q3 202315
INTEGRATED WEALTH COUNSEL, LLC 15150.09%0.41%0.95%Q2 2013Q4 201615
Verus Financial Partners, Inc. 910.03%0.09%0.13%Q2 2013Q3 202215
Elite Wealth Management, Inc. 15150.02%0.77%1.70%Q1 2013Q3 201615
Platform Technology Partners 1050.14%0.22%0.32%Q4 2019Q3 202315
RKL Wealth Management LLC 960.06%3.17%26.17%Q2 2014Q3 201815
Vanguard Personalized Indexing Management, LLC 15150.07%0.22%0.32%Q1 2020Q3 202315
Bank Julius Baer & Co. Ltd, Zurich 15150.00%0.18%0.49%Q1 2020Q3 202315
Calvert Investment Management, Inc. 15151.08%1.79%2.58%Q2 2013Q4 201615
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income 15150.03%0.48%1.07%Q2 2013Q4 201615
CAXTON ASSOCIATES LP 410.01%0.39%1.40%Q1 2014Q2 202315
Sessa Capital IM, L.P. 620.01%6.11%10.76%Q2 2017Q4 202115
Red Door Wealth Management, LLC 1230.07%0.19%0.75%Q4 2019Q3 202315
Stelac Advisory Services LLC 910.03%0.12%0.23%Q2 2016Q2 202315
AF Advisors, Inc. 1050.41%0.82%1.66%Q4 2019Q3 202315
Rosenberg Matthew Hamilton 15150.04%0.06%0.14%Q1 2020Q3 202315
Litman Gregory Wealth Management LLC 15150.00%0.02%0.12%Q3 2017Q1 202115
MARSHFIELD ASSOCIATES 1010.00%7.98%11.12%Q2 2013Q2 201715
Disciplined Investments, LLC 15150.00%0.00%0.01%Q4 2019Q2 202315
ENDEAVOUR CAPITAL ADVISORS INC 15153.67%4.73%5.51%Q2 2013Q4 201615
Zhang Financial LLC 1210.04%0.14%0.18%Q1 2013Q1 202215
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 1230.18%0.34%0.53%Q4 2019Q3 202315
Virtus Fund Advisers, LLC 15150.62%0.88%1.32%Q2 2014Q4 201715
Vantage Investment Partners, LLC 1141.66%13.81%40.66%Q4 2015Q2 202115
Maj Invest Holding A/S 1230.01%0.80%3.81%Q1 2013Q2 201715
One Wealth Advisors, LLC 640.01%0.16%0.31%Q4 2017Q3 202315
HARBOUR INVESTMENT MANAGEMENT LLC 15150.78%1.13%1.39%Q2 2013Q4 201615
Artal Group S.A. 1010.26%1.15%2.56%Q2 2013Q4 201815
Columbus Macro, LLC 15150.22%0.57%0.87%Q3 2019Q1 202315
AVIANCE CAPITAL MANAGEMENT, LLC 810.00%0.28%1.11%Q2 2013Q1 201915
Titus Wealth Management 720.14%0.84%2.62%Q4 2017Q2 202215
AMUSSEN HUNSAKER ASSOCIATES LLC 15150.09%0.37%0.69%Q2 2017Q4 202015
Natixis Investment Managers International 1230.09%0.18%0.28%Q4 2014Q3 201815
MSD Partners, L.P. 15150.16%1.45%5.67%Q1 2020Q3 202315
BlackRock Fund Advisors 15150.50%0.65%0.76%Q2 2013Q4 201615
Retirement Group, LLC 1410.00%0.03%0.13%Q4 2019Q3 202315
Element Wealth, LLC 15150.36%0.50%0.61%Q1 2020Q3 202315
Northeast Financial Consultants Inc 610.02%0.15%0.58%Q1 2016Q1 202215
Transform Wealth, LLC 520.03%0.25%0.56%Q2 2016Q2 202315
Core Alternative Capital 1140.01%0.52%2.12%Q4 2019Q3 202315
LGT CAPITAL PARTNERS LTD. 15150.18%2.01%3.57%Q2 2014Q4 201715
HC FINANCIAL ADVISORS INC 1410.10%0.60%1.86%Q1 2018Q2 202215
CAROLINAS WEALTH CONSULTING LLC 1410.02%0.06%0.30%Q4 2019Q3 202315
MinichMacGregor Wealth Management, LLC 1210.02%0.05%0.17%Q4 2015Q4 202215
OFI Advisors LLC 1140.55%0.65%0.78%Q3 2011Q3 201515
Highland Private Wealth Management 820.03%0.09%0.14%Q1 2016Q3 202215
WESCAP Management Group, Inc. 15150.11%0.37%0.60%Q4 2015Q2 201915
THORNBURG INVESTMENT MANAGEMENT INC 15150.01%0.01%0.02%Q4 2016Q2 202015
Baskin Financial Services Inc. 15150.01%0.09%0.12%Q3 2014Q1 201815
Ruffer LLP 15150.02%0.04%0.08%Q1 2020Q3 202315
GFG Capital, LLC 1410.15%0.28%0.36%Q4 2019Q3 202315
Bowie Capital Management, LLC 910.25%3.17%9.06%Q4 2016Q2 202015
HHM Wealth Advisors, LLC 15150.01%0.03%0.08%Q1 2020Q3 202315
BANCORPSOUTH INC 15150.11%0.25%0.35%Q1 2014Q3 201715
CNA FINANCIAL CORP 1410.42%1.08%3.86%Q3 2017Q1 202315
Holocene Advisors, LP 1110.02%0.18%0.40%Q4 2017Q4 202215
Delphi Private Advisors LLC 15150.04%0.11%0.37%Q4 2015Q2 201915
Rhenman & Partners Asset Management AB 1410.02%0.04%0.06%Q3 2016Q2 202015
LIBERTY WEALTH MANAGEMENT LLC 930.03%0.19%0.46%Q4 2018Q3 202315
Wagner Wealth Management, LLC 1140.11%0.18%0.24%Q4 2017Q3 202315
CAMBIAR INVESTORS LLC 15150.76%1.03%1.39%Q2 2016Q4 201915
EFG Asset Management (Americas) Corp. 15150.09%1.24%2.49%Q1 2014Q3 201715
Chesapeake Wealth Management 1010.07%0.14%0.23%Q1 2018Q1 202215
SHINE INVESTMENT ADVISORY SERVICES INC 15150.03%0.09%0.16%Q1 2017Q3 202015
Kingfisher Capital LLC 15150.14%0.69%1.21%Q2 2013Q4 201615
N.E.W. Advisory Services LLC 1410.10%0.17%0.21%Q4 2019Q3 202315
MONTAG & CALDWELL, LLC 1320.01%1.97%3.45%Q2 2013Q1 201715
Stokes & Hubbell Capital Management, LLC 15150.31%0.79%1.07%Q3 2015Q1 201915
Advisor Group, Inc. 15150.15%0.27%0.41%Q2 2016Q4 201915
AlphaCrest Capital Management LLC 1050.06%0.22%0.56%Q4 2018Q3 202215
Qtron Investments LLC 1050.27%0.39%0.52%Q4 2018Q3 202315
Investment Research & Advisory Group, Inc. 15150.01%0.02%0.05%Q1 2020Q3 202315
KELLEHER FINANCIAL ADVISORS 15150.17%0.19%0.24%Q2 2013Q4 201615
MSI Financial Services Inc 15150.17%0.24%0.33%Q2 2013Q4 201615
BlackRock Investment Management, LLC 15150.83%1.11%1.21%Q2 2013Q4 201615
WEDGE CAPITAL MANAGEMENT L L P/NC 610.00%0.09%0.71%Q4 2016Q3 202315
Marquette Asset Management, LLC 710.02%0.06%0.11%Q2 2013Q3 202315
Phoenix Holdings Ltd. 1050.03%1.16%3.14%Q3 2019Q3 202315
Cubic Asset Management, LLC 15150.70%1.19%1.50%Q2 2013Q4 201615
CSat Investment Advisory, L.P. 1230.00%1.08%5.75%Q4 2015Q1 202115
Venture Visionary Partners LLC 1230.04%0.09%0.17%Q4 2019Q3 202315
HIGH POINT BANK & TRUST CO 15150.15%0.21%0.26%Q2 2013Q4 201615
Buckley Wealth Management, LLC 1050.07%0.30%0.69%Q4 2017Q4 202215
AEGON ASSET MANAGEMENT UK PLC 1320.05%1.40%4.07%Q2 2013Q2 201715
Probity Advisors, Inc. 15150.09%0.14%0.20%Q2 2016Q4 201915
CVA Family Office, LLC 15150.02%0.06%0.09%Q1 2020Q3 202315
OSAIC HOLDINGS, INC. 15150.07%0.09%0.13%Q1 2020Q3 202315
Russell Clark Investment Management Ltd 1231.75%9.63%15.67%Q2 2013Q2 201715
J.W. COLE ADVISORS, INC. 1410.05%0.09%0.19%Q4 2019Q3 202315
NORTHSTAR WEALTH PARTNERS LLC 15150.12%0.39%0.69%Q1 2017Q3 202015
Sigma Investment Management Co 1110.14%0.21%0.26%Q1 2013Q4 201715
MANNING & NAPIER ADVISORS LLC 15150.01%0.11%0.28%Q1 2014Q3 201715
PacWest Financial Management Inc 15150.50%1.31%1.48%Q2 2013Q4 201615
Orbis Allan Gray Ltd 15150.01%2.19%3.29%Q3 2016Q1 202015
Citizens National Bank Trust Department 15150.29%0.39%0.56%Q1 2020Q3 202315
Pratt Collard Advisory Partners LLC 15150.40%0.95%1.31%Q4 2017Q2 202115
SQ Advisors, LLC 15150.02%10.26%12.11%Q2 2013Q4 201615
Steigerwald, Gordon & Koch Inc. 15150.17%1.68%2.10%Q1 2020Q3 202315
BlackRock Japan Co. Ltd 15150.98%1.23%1.33%Q2 2013Q4 201615
Select Asset Management & Trust 910.12%0.28%0.76%Q4 2013Q1 202215
AMG Funds LLC 15150.65%0.97%1.42%Q3 2016Q1 202015
Rock Creek Group, LP 14140.01%0.05%0.16%Q2 2020Q3 202314
TRAN CAPITAL MANAGEMENT, L.P. 920.44%4.69%8.46%Q2 2013Q4 202214
GARNET EQUITY CAPITAL HOLDINGS, INC. 14140.65%2.37%5.58%Q2 2013Q3 201614
HRT FINANCIAL LP 710.00%0.51%2.59%Q4 2014Q3 202314
Horrell Capital Management, Inc. 14140.01%0.02%0.04%Q2 2013Q3 201614
PHYSICIANS FINANCIAL SERVICES, INC. 950.21%0.47%0.69%Q4 2015Q4 201914
J. Goldman & Co LP 650.02%0.39%0.92%Q2 2013Q1 201714
ATLANTA CAPITAL MANAGEMENT CO L L C 14140.16%0.68%0.91%Q2 2013Q3 201614
MOUNT VERNON ASSOCIATES INC /MD/ 14140.83%1.26%3.11%Q2 2013Q3 201614
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 860.11%0.38%0.71%Q4 2017Q3 202314
Mizuho Asset Management Co.,Ltd. 14140.67%1.05%1.52%Q2 2013Q3 201614
Dai-ichi Life Holdings, Inc. 14140.71%1.12%1.43%Q2 2013Q3 201614
CEDAR CAPITAL, LLC 1310.08%0.16%0.24%Q1 2017Q3 202014
Shinko Asset Management Co., Ltd. 14140.01%0.01%0.02%Q2 2013Q3 201614
Dynamic Capital Management Ltd 810.11%0.99%4.87%Q3 2013Q3 201914
Mn Services Vermogensbeheer B.V. 14140.41%0.99%1.33%Q1 2016Q2 201914
UNIVEST FINANCIAL Corp 14141.40%1.79%2.06%Q2 2013Q3 201614
Yellowstone Partners, LLC 1220.12%0.27%0.54%Q4 2013Q4 201714
Bach Option Ltd 510.10%0.31%0.52%Q4 2015Q2 201814
Braver Wealth Management, LLC 860.43%0.60%0.89%Q2 2013Q4 201614
Wellesley Investment Partners, LLC 14140.12%0.15%0.19%Q4 2015Q1 201914
VERTEX ONE ASSET MANAGEMENT INC. 14140.04%0.26%0.43%Q2 2013Q3 201614
Wealthstreet Investment Advisors, LLC 14140.17%0.32%0.45%Q4 2017Q1 202114
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 990.36%0.79%2.01%Q4 2020Q4 202214
STERLING INVESTMENT MANAGEMENT, LLC 14140.81%1.19%1.60%Q2 2020Q3 202314
EDMP, INC. 1313.51%4.21%4.70%Q3 2013Q1 202014
SevenBridge Financial Group, LLC 14140.01%0.11%1.25%Q1 2016Q2 201914
RWWM, Inc. 14145.85%13.26%17.22%Q2 2020Q3 202314
Parametric Risk Advisors LLC 14140.47%0.57%0.78%Q2 2013Q3 201614
Independence Advisors, LLC 14140.06%0.10%0.13%Q3 2016Q4 201914
Catamount Wealth Management 1310.03%0.07%0.10%Q4 2014Q1 201914
Quantitative Systematic Strategies LLC 410.06%0.37%0.81%Q4 2013Q2 202114
Knuff & Co LLC 860.06%0.17%0.30%Q4 2018Q3 202314
Riverview Trust Co 770.01%0.06%0.16%Q1 2019Q3 202314
Bay Harbor Wealth Management, LLC 950.00%0.01%0.03%Q4 2018Q3 202314
Delta Accumulation, LLC 880.00%0.11%0.36%Q4 2021Q3 202314
Live Oak Private Wealth LLC 14140.62%1.33%3.08%Q4 2019Q1 202314
LBA Wealth Management, LLC 14140.06%0.08%0.13%Q4 2013Q1 201714
NCM CAPITAL MANAGEMENT GROUP INC 14140.16%2.24%3.04%Q2 2013Q3 201614
Carolina Wealth Advisors, LLC 1310.00%0.00%0.01%Q4 2019Q3 202314
Latash Investments, LLC 10457.35%74.10%82.62%Q4 2019Q3 202314
BUSH ODONNELL INVESTMENT ADVISORS INC 14143.84%4.55%5.11%Q2 2015Q3 201814
JD CAPITAL MANAGEMENT LLC 770.05%0.62%1.62%Q2 2013Q4 201414
ARGENT TRUST Co 14140.27%0.96%1.32%Q4 2014Q1 201814
First Citizens Financial Corp 1310.14%0.35%0.85%Q4 2019Q3 202314
Old West Investment Management, LLC 1010.06%0.17%0.29%Q4 2013Q1 202314
Savior LLC 14140.00%0.02%0.09%Q4 2019Q1 202314
LOUNTZIS ASSET MANAGEMENT, LLC 14145.75%6.65%7.54%Q2 2020Q3 202314
MARINO, STRAM & ASSOCIATES LLC 1110.06%0.41%1.06%Q4 2017Q3 202314
Marshall Wace North America L.P. 710.01%0.34%0.70%Q4 2013Q3 202114
Global Frontier Investments LLC 14140.00%1.62%4.89%Q2 2020Q3 202314
Bernardo Wealth Planning LLC 610.10%0.19%0.41%Q4 2018Q2 202314
Assenagon Asset Management S.A. 950.01%0.01%0.02%Q4 2018Q3 202314
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 770.02%0.15%0.33%Q2 2013Q4 202214
Ellis Investment Partners, LLC 14140.01%0.02%0.03%Q2 2019Q3 202214
Perennial Investment Advisors, LLC 1220.08%0.16%0.39%Q1 2020Q3 202314
Summit Trail Advisors, LLC 1220.02%0.06%0.18%Q4 2017Q3 202314
CHURCHILL MANAGEMENT Corp 1020.04%0.27%0.67%Q4 2016Q2 202314
Apollon Wealth Management, LLC 14140.10%0.14%0.28%Q2 2020Q3 202314
Sicart Associates LLC 14141.29%1.94%2.26%Q2 2020Q3 202314
PRIVATE CAPITAL MANAGEMENT LLC 620.07%0.21%0.47%Q4 2018Q3 202314
Cowen Prime Services LLC 14140.00%0.05%0.10%Q2 2013Q3 201614
Rosenbaum Jay D. 14140.04%0.99%1.46%Q1 2016Q2 201914
JFB Holdings Corp 14143.18%3.58%3.92%Q2 2013Q3 201614
Hardy Reed LLC 720.04%0.07%0.12%Q4 2018Q3 202314
Cipher Capital LP 310.16%0.81%1.48%Q2 2013Q1 202314
First Houston Capital, Inc. 14140.37%0.93%1.87%Q4 2013Q1 201714
Costello Asset Management, INC 14140.01%0.02%0.02%Q2 2020Q3 202314
Verity Asset Management, Inc. 720.20%0.28%0.40%Q2 2016Q1 202014
Boyle Capital Management, L.L.C. 14140.52%0.72%1.07%Q2 2013Q3 201614
Illinois Municipal Retirement Fund 14140.14%0.38%0.64%Q2 2020Q3 202314
ANALYTIC INVESTORS, LLC 14140.06%0.24%0.52%Q2 2013Q3 201614
Quantinno Capital Management LP 1220.14%0.27%0.52%Q3 2019Q3 202314
Schooner Investment Group, LLC. 14141.02%1.41%1.73%Q2 2013Q3 201614
Symmetry Partners, LLC 14140.05%0.10%0.25%Q3 2020Q4 202314
Gladius Capital Management LP 610.02%0.32%1.08%Q2 2018Q3 202314
Stillwater Investment Management, LLC 14141.08%1.54%1.82%Q4 2013Q1 201714
Selective Wealth Management, Inc. 1310.01%0.04%0.12%Q3 2018Q3 202214
Cheviot Value Management, LLC 14140.09%0.17%0.22%Q4 2016Q1 202014
DELTA LLOYD NV 14141.08%1.85%2.94%Q2 2013Q3 201614
MENORA MIVTACHIM HOLDINGS LTD. 910.01%0.23%2.00%Q2 2013Q2 201714
AR ASSET MANAGEMENT INC 14140.09%0.11%0.12%Q3 2016Q4 201914
Jupiter Wealth Management LLC 14140.14%1.37%2.68%Q2 2020Q3 202314
John W. Brooker & Co., CPAs 1220.01%0.16%0.20%Q4 2019Q3 202314
Bruderman Asset Management, LLC 810.00%0.01%0.02%Q1 2015Q1 201914
Rampart Investment Management Company, LLC 14140.13%0.61%1.42%Q1 2017Q2 202014
HARDING LOEVNER LP 14141.24%2.48%4.08%Q2 2013Q3 201614
A. D. Beadell Investment Counsel, Inc. 14140.30%1.12%1.66%Q3 2016Q4 201914
Kovitz Investment Group, LLC 11110.28%2.70%5.40%Q2 2013Q4 201514
Harvest Fund Management Co., Ltd 1220.00%0.03%0.12%Q4 2016Q3 202314
FORBES J M & CO LLP 1310.89%1.81%2.07%Q2 2013Q4 201914
True North Advisors, LLC 14140.08%0.53%0.86%Q2 2020Q3 202314
XPONANCE, INC. 14140.10%0.21%0.31%Q2 2020Q3 202314
TEGEAN CAPITAL MANAGEMENT, LLC 520.24%2.96%6.73%Q2 2013Q1 202214
Magnetar Financial LLC 310.00%0.03%0.10%Q3 2014Q4 202114
Firefly Value Partners, LP 14144.31%5.49%7.98%Q3 2016Q4 201914
KMG FIDUCIARY PARTNERS, LLC 770.04%0.62%1.63%Q4 2018Q3 202214
Benchmark Capital Advisors 14140.70%1.43%1.95%Q2 2013Q3 201614
Giverny Capital 14142.37%4.72%7.34%Q1 2015Q2 201814
Fortis Advisors, LLC 14140.00%0.05%0.08%Q1 2017Q2 202014
SHIKIAR ASSET MANAGEMENT INC 14140.23%0.89%2.38%Q2 2013Q3 201614
Governors Lane LP 880.80%2.15%3.46%Q1 2021Q4 202214
Artisan Partners Limited Partnership 14140.09%0.25%0.67%Q4 2016Q1 202014
Samsung Asset Management (New York), Inc. 14141.28%1.94%2.65%Q2 2013Q3 201614
STEVENS CAPITAL MANAGEMENT LP 310.15%0.58%1.34%Q3 2013Q4 202214
DEERE & CO 14140.81%1.02%1.12%Q2 2013Q3 201614
Argentus Capital Management, LLC 14140.17%0.47%0.85%Q2 2013Q3 201614
Centre Asset Management, LLC 720.29%1.03%1.97%Q2 2013Q2 201914
ARTHUR M. COHEN & ASSOCIATES, LLC 1010.13%0.59%1.16%Q3 2014Q1 202014
SPERO-SMITH INVESTMENT ADVISERS INC /OH 14142.74%3.19%3.68%Q2 2013Q3 201614
PT ASSET MANAGEMENT, LLC 990.03%0.47%1.49%Q3 2015Q3 201714
Gerstein Fisher 14140.21%0.31%0.38%Q2 2013Q3 201614
TIMUCUAN ASSET MANAGEMENT INC/FL 14140.06%0.11%0.13%Q2 2013Q3 201614
Fosun International Ltd 860.01%0.08%0.28%Q4 2018Q3 202314
Windsor Financial Group, LLC 14140.10%0.12%0.14%Q1 2014Q2 201714
Parasol Investment Management, LLC 14140.03%0.07%0.10%Q4 2013Q1 201714
Mizuho Securities Co. Ltd. 910.00%0.04%0.25%Q4 2018Q2 202314
Texan Capital Management 14140.13%0.28%0.78%Q3 2013Q4 201614
Blueshift Asset Management, LLC 510.04%0.32%0.73%Q4 2018Q1 202314
FARR MILLER & WASHINGTON LLC/DC 14140.03%0.05%0.07%Q2 2013Q3 201614
Onex Canada Asset Management Inc. 1211.10%2.46%3.59%Q2 2013Q4 201713
Newbridge Financial Services Group, Inc. 13130.04%0.07%0.12%Q3 2020Q3 202313
Hexagon Capital Partners LLC 13130.11%0.15%0.18%Q3 2020Q3 202313
WENDELL DAVID ASSOCIATES INC 13130.04%0.08%0.09%Q2 2013Q2 201613
Key FInancial Inc 1210.02%0.04%0.10%Q1 2020Q3 202313
A.R.T. Advisors, LLC 510.03%0.32%1.81%Q4 2013Q1 202113
BURNHAM ASSET MANAGEMENT CORP /NY/ 13130.96%1.32%2.86%Q2 2013Q2 201613
Certified Advisory Corp 1120.02%0.04%0.06%Q4 2017Q2 202113
Robeco Schweiz AG 13130.19%0.45%0.65%Q2 2013Q2 201613
PEDDOCK CAPITAL ADVISORS, LLC 1110.06%0.11%0.13%Q3 2016Q4 202013
VIKING FUND MANAGEMENT LLC 850.18%0.50%1.03%Q4 2016Q1 202013
Founders Financial Alliance, LLC 13130.11%0.16%0.38%Q3 2020Q3 202313
RS INVESTMENT MANAGEMENT CO LLC 13130.15%0.35%0.55%Q2 2013Q2 201613
Intellectus Partners, LLC 1030.04%0.09%0.22%Q4 2016Q2 202013
Marcum Wealth, LLC 1120.05%0.08%0.15%Q4 2019Q3 202313
CUMBERLAND ADVISORS INC 1210.21%0.27%0.34%Q2 2020Q3 202313
EULAV Asset Management 13130.14%0.26%0.33%Q2 2013Q2 201613
Summit Financial Wealth Advisors, LLC 13130.02%0.41%0.74%Q1 2015Q1 201813
CLINTON GROUP INC 510.06%0.47%1.06%Q2 2013Q2 201813
Smith Affiliated Capital Corp. 850.01%0.04%0.21%Q1 2013Q2 201613
Bell Rock Capital LLC 13130.04%0.55%1.16%Q4 2016Q4 201913
Heathbridge Capital Management Ltd. 13135.22%6.55%7.80%Q2 2013Q2 201613
BUTENSKY & COHEN FINANCIAL SECURITY, INC 13131.70%1.96%2.08%Q4 2014Q4 201713
OLD DOMINION CAPITAL MANAGEMENT INC 820.06%0.43%0.81%Q1 2017Q3 202113
COMERICA SECURITIES INC 810.06%0.26%0.55%Q4 2014Q4 201813
Assured Investment Management LLC 810.00%0.03%0.13%Q1 2015Q1 201913
Investors Capital Advisory Services 13130.18%0.24%0.28%Q2 2013Q2 201613
Wealthquest Corp 540.03%0.23%0.67%Q4 2014Q1 202213
Maven Securities LTD 510.00%0.03%0.14%Q1 2020Q3 202313
PHH Investments, Ltd. 13130.30%0.49%0.81%Q4 2016Q4 201913
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 610.01%0.03%0.08%Q1 2019Q3 202313
MOORE CAPITAL MANAGEMENT, LP 410.01%0.59%2.04%Q2 2013Q4 202113
Hillsdale Investment Management Inc. 610.00%0.01%0.02%Q1 2019Q3 202313
BENNETT SELBY INVESTMENTS LP 13130.81%1.00%1.15%Q4 2020Q4 202313
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 13130.23%0.38%0.57%Q2 2013Q2 201613
HOWARD CAPITAL MANAGEMENT 13131.48%1.60%1.69%Q2 2013Q2 201613
JGP Global Gestao de Recursos Ltda. 410.01%1.31%11.16%Q1 2015Q4 202113
FIRSTMERIT BANK N A TRUSTEE 13130.68%0.95%1.08%Q2 2013Q2 201613
BOWEN HANES & CO INC 1210.02%0.03%0.05%Q3 2013Q4 201813
LCNB CORP 13130.22%0.48%0.84%Q4 2016Q4 201913
BAINCO INTERNATIONAL INVESTORS 13130.08%1.99%2.41%Q4 2013Q4 201613
First National Bank of Mount Dora, Trust Investment Services 13130.21%1.09%2.17%Q2 2013Q2 201613
First Washington CORP 13130.03%0.19%0.48%Q2 2013Q2 201613
CABOT WEALTH MANAGEMENT INC 13130.05%0.06%0.08%Q3 2016Q3 201913
TODD ASSET MANAGEMENT LLC 13131.09%1.29%1.45%Q2 2013Q2 201613
Trutina Financial LLC 1210.10%2.06%2.51%Q3 2013Q4 201613
Randolph Co Inc 13133.18%4.03%5.29%Q2 2013Q2 201613
Vontobel Swiss Wealth Advisors AG 850.18%0.84%1.42%Q4 2014Q2 202013
MOODY LYNN & LIEBERSON, LLC 13130.07%1.44%2.35%Q2 2013Q2 201613
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 710.03%0.11%0.67%Q1 2013Q1 201813
GARCIA HAMILTON & ASSOCIATES LP/DE 13130.90%1.65%2.92%Q2 2013Q2 201613
TOBAM 13130.02%0.04%0.07%Q3 2020Q3 202313
Covington Investment Advisors Inc. 13131.38%1.70%2.20%Q2 2013Q2 201613
GENERAL ELECTRIC CO 13130.36%0.77%1.26%Q2 2013Q2 201613
FIRST NIAGARA BANK 13130.99%1.07%1.15%Q2 2013Q2 201613
GLOBE LIFE INC. 1032.52%6.50%10.50%Q2 2013Q3 201613
AMI ASSET MANAGEMENT CORP 13132.09%2.58%3.20%Q2 2013Q2 201613
10-15 ASSOCIATES, INC. 13130.15%0.28%1.33%Q2 2013Q2 201613
Windsor Wealth Management, Inc. 1120.09%0.32%0.76%Q4 2017Q1 202213
Pensionfund DSM Netherlands 13130.00%1.58%1.89%Q2 2013Q2 201613
AJ WEALTH STRATEGIES, LLC 13130.02%0.03%0.04%Q2 2020Q2 202313
J. L. Bainbridge & Co., Inc. 13130.03%0.05%0.08%Q4 2018Q4 202113
Wallington Asset Management, LLC 13132.01%2.32%2.80%Q2 2013Q2 201613
Truehand, Inc 13130.37%0.64%0.84%Q4 2018Q4 202113
Enterprise Trust & Investment Co 13130.56%0.85%1.62%Q2 2019Q2 202213
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 940.21%0.31%0.44%Q2 2018Q4 202113
TIEDEMANN TRUST CO 13130.03%0.05%0.15%Q2 2013Q2 201613
ROCKSHELTER CAPITAL MANAGEMENT LLC 13130.09%0.12%0.16%Q1 2014Q1 201713
MCKINLEY CAPITAL MANAGEMENT LLC 13130.50%1.25%1.70%Q2 2013Q2 201613
Elo Mutual Pension Insurance Co 13130.02%0.37%0.46%Q3 2020Q3 202313
Point72 Europe (London) LLP 1011.45%4.85%10.08%Q4 2016Q2 202313
Xcel Wealth Management, LLC 1120.22%0.60%0.74%Q4 2018Q3 202313
Odey Asset Management Group Ltd 760.00%4.07%10.91%Q2 2013Q3 201613
St. Johns Investment Management Company, LLC 1120.00%0.00%0.01%Q1 2018Q3 202313
Altshuler Shaham Ltd 1030.00%2.69%10.26%Q3 2019Q3 202313
Salomon & Ludwin, LLC 620.00%0.02%0.04%Q4 2018Q3 202313
Profit Investment Management, LLC 13130.87%1.42%1.72%Q2 2013Q2 201613
HUSSMAN STRATEGIC ADVISORS, INC. 810.09%0.66%1.49%Q1 2014Q1 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.10%0.15%0.23%Q3 2020Q3 202313
GVO Asset Management Ltd 13134.91%14.24%20.80%Q2 2014Q2 201713
Horizon Kinetics 13130.01%0.01%0.02%Q4 2015Q4 201813
KOPP INVESTMENT ADVISORS LLC 13130.36%0.49%0.56%Q2 2013Q2 201613
Financial Sense Advisors, Inc. 810.10%0.72%1.89%Q2 2013Q1 202213
TFC Financial Management, Inc. 13130.00%0.01%0.01%Q3 2020Q3 202313
Guidant Wealth Advisors 13130.00%0.01%0.01%Q3 2016Q3 201913
HRS Investment Holdings, LLC 13130.89%1.31%2.22%Q4 2015Q4 201813
Ridgewood Investments LLC 720.00%0.25%0.62%Q2 2019Q2 202313
OBERWEIS ASSET MANAGEMENT INC/ 1120.05%0.06%0.07%Q4 2013Q1 201713
Kestra Advisory Services, LLC 13130.05%0.09%0.17%Q3 2020Q3 202313
Robertson Stephens Wealth Management, LLC 820.10%0.18%0.30%Q3 2019Q3 202313
Brookfield Asset Management 1210.01%0.04%0.09%Q3 2016Q2 202313
Athena Global Investors LLC 13132.61%3.02%3.30%Q1 2014Q1 201713
FOX RUN MANAGEMENT, L.L.C. 310.12%0.37%1.08%Q4 2015Q1 202313
Conestoga Capital Advisors, LLC 1110.01%0.02%0.02%Q2 2013Q4 201713
JEPPSON WEALTH MANAGEMENT, LLC 13130.37%0.50%0.60%Q3 2020Q3 202313
Omnia Family Wealth, LLC 13130.16%0.18%0.26%Q4 2016Q4 201913
VSR Financial Services, Inc. 13130.15%0.63%0.82%Q2 2013Q2 201613
BAR HARBOR TRUST SERVICES 1122.00%2.75%3.48%Q2 2013Q2 202013
Detalus Advisors, LLC 1110.10%0.14%0.26%Q4 2019Q3 202312
Aft, Forsyth & Sober, LLC 12120.39%0.87%1.01%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.02%0.02%0.03%Q4 2020Q3 202312
Berkeley Capital Partners, LLC 910.23%0.39%0.54%Q4 2015Q4 201912
McCarthy Asset Management, Inc. 12120.27%0.36%0.43%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.03%0.04%0.06%Q4 2020Q3 202312
SPECTRUM ADVISORY SERVICES INC 12120.17%0.20%0.25%Q2 2013Q1 201612
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.03%0.08%0.14%Q4 2018Q3 202112
Crestline Management, LP 1010.11%0.72%1.41%Q2 2019Q3 202312
Azora Capital LP 310.96%4.11%12.30%Q4 2017Q3 202312
Brio Consultants, LLC 12120.34%0.61%1.02%Q4 2018Q3 202112
CTC Alternative Strategies, Ltd. 1010.00%0.65%1.43%Q2 2013Q2 202312
Syverson Strege & Co 12120.09%0.14%0.31%Q4 2020Q3 202312
PLIMOTH TRUST CO LLC 1020.06%0.25%0.59%Q4 2017Q2 202112
Ascent Wealth Partners, LLC 12121.10%1.36%1.46%Q4 2013Q3 201612
One River Asset Management, LLC 440.06%0.18%0.42%Q4 2022Q3 202312
BNC WEALTH MANAGEMENT, LLC 1110.04%0.15%0.18%Q3 2020Q3 202312
UBS OCONNOR LLC 610.02%0.34%1.11%Q3 2013Q1 201812
Wealth Alliance 12120.07%0.10%0.12%Q4 2020Q3 202312
Advisory Alpha, LLC 710.00%0.02%0.04%Q1 2019Q3 202312
First Western Capital Management Co 660.06%0.69%2.42%Q3 2014Q1 201812
BANK HAPOALIM BM 12120.05%0.13%0.29%Q4 2020Q3 202312
AJO, LP 610.00%0.74%2.04%Q2 2013Q4 202012
Teton Advisors, Inc. 12120.02%0.02%0.02%Q2 2013Q1 201612
Oliver Luxxe Assets LLC 1020.06%0.94%1.66%Q3 2017Q3 202312
DB Wealth Management Group, LLC 12120.06%0.06%0.07%Q4 2020Q3 202312
Central Square Management LLC 931.60%4.50%9.20%Q2 2013Q3 201612
Purus Wealth Management, LLC 12120.33%0.41%0.49%Q4 2020Q3 202312
KILLEN GROUP INC 12120.02%0.04%0.07%Q2 2013Q1 201612
Itau Unibanco Holding S.A. 810.00%0.08%0.26%Q1 2017Q1 202312
COWA, LLC 12120.18%0.23%0.31%Q4 2020Q3 202312
LOEB PARTNERS CORP 810.00%0.98%1.84%Q4 2013Q1 201912
QUANTUM CAPITAL MANAGEMENT 12120.28%0.46%0.62%Q3 2017Q2 202012
Fidelity National Financial, Inc. 12120.59%1.01%1.60%Q1 2019Q4 202112
Stumpf Capital Management LLC 121242.56%61.88%69.18%Q4 2017Q3 202012
Ethic Inc. 810.02%0.06%0.24%Q4 2019Q3 202312
Euclid Advisors LLC 750.10%0.63%1.12%Q2 2013Q2 201612
SpiderRock Advisors, LLC 320.01%0.07%0.22%Q1 2017Q4 202012
STONEBRIDGE CAPITAL MANAGEMENT INC 930.08%0.14%0.23%Q4 2014Q4 201812
Insight Advisors, LLC/ PA 12120.21%0.32%0.39%Q4 2020Q3 202312
Asio Capital, LLC 1110.01%1.12%1.47%Q4 2019Q3 202312
Zions Bancorporation 12120.11%0.19%0.43%Q1 2015Q4 201712
Alerus Investment Advisors Corp 12120.37%1.10%1.95%Q2 2013Q1 201612
KCS Wealth Advisory 12120.19%0.58%0.83%Q4 2017Q3 202012
Johnson Midwest Financial, LLC 12120.03%0.09%0.20%Q4 2020Q3 202312
Tikehau Investment Management 12120.01%4.56%12.12%Q1 2018Q4 202012
RUSSELL FRANK CO/ 12120.71%1.01%1.40%Q2 2013Q1 201612
PartnerRe Asset Management CORP 12120.74%0.88%0.97%Q2 2013Q1 201612
NINE MASTS CAPITAL Ltd 410.00%0.10%0.49%Q3 2017Q4 201812
Doyle Wealth Management 12121.99%2.19%2.49%Q1 2017Q4 201912
WOLFF WIESE MAGANA LLC 12120.00%0.08%0.16%Q4 2020Q3 202312
Stanley-Laman Group, Ltd. 12120.26%0.39%0.67%Q1 2014Q4 201612
WEST BANCORPORATION INC 840.07%0.26%0.42%Q4 2019Q3 202312
Your Advocates Ltd., LLP 840.00%0.01%0.02%Q1 2020Q3 202312
QUANTRES ASSET MANAGEMENT Ltd 410.23%1.09%2.21%Q4 2014Q1 201912
Aviance Capital Partners, LLC 840.07%0.24%0.64%Q2 2013Q1 202112
Elkfork Partners LLC 12121.30%1.76%2.31%Q4 2016Q3 201912
QUEST CAPITAL MANAGEMENT INC /ADV 840.09%0.15%0.23%Q4 2018Q4 202112
Traynor Capital Management, Inc. 610.03%0.09%0.35%Q4 2014Q3 202312
TD Securities (USA) LLC 12120.46%1.22%1.44%Q2 2013Q1 201612
CHIRON CAPITAL MANAGEMENT, LLC 660.16%0.55%1.38%Q3 2020Q3 202312
Siemens Fonds Invest GmbH 12120.14%0.23%0.43%Q4 2020Q3 202312
Legacy Financial Group LLC 12120.13%0.22%0.36%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.68%0.92%1.18%Q4 2016Q3 201912
Cohen Investment Advisors LLC 12121.08%1.39%1.58%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.30%0.57%0.76%Q4 2020Q3 202312
Ionic Capital Management LLC 310.01%0.15%0.50%Q2 2013Q4 201712
Ohio National Investments, Inc. 12120.92%1.05%1.13%Q2 2013Q1 201612
New England Private Wealth Advisors LLC 12120.08%0.10%0.12%Q4 2015Q3 201812
Kiwi Wealth Investments Limited Partnership 1021.03%2.26%3.57%Q2 2013Q2 201612
DRW Securities, LLC 510.01%0.05%0.40%Q1 2014Q3 202312
PERSONAL CFO SOLUTIONS, LLC 840.04%0.10%0.14%Q3 2019Q3 202312
Flinton Capital Management LLC 12120.78%1.06%1.45%Q4 2016Q3 201912
Carnick & Kubik, LLC 12120.23%0.51%0.70%Q2 2013Q1 201612
Ken Stern & Associates, Inc. 12120.19%0.25%0.32%Q4 2015Q3 201812
Iron Horse Wealth Management, LLC 12120.19%0.23%0.26%Q4 2020Q3 202312
Family Management Corp 610.05%1.71%3.88%Q2 2013Q4 202212
Concord Wealth Partners 12120.06%0.11%0.25%Q4 2020Q3 202312
VNBTrust, National Association 12120.11%0.19%0.23%Q2 2013Q1 201612
Waratah Capital Advisors Ltd. 410.01%0.46%1.15%Q2 2013Q1 202112
Polar Capital Holdings Plc 12120.04%0.11%0.18%Q4 2020Q3 202312
Prudent Man Advisors, LLC 12120.00%0.26%0.38%Q4 2020Q3 202312
NATIONAL PENN INVESTORS TRUST CO /PA 12120.04%0.22%0.44%Q2 2013Q1 201612
First Trust Direct Indexing L.P. 12120.25%0.30%0.34%Q4 2020Q3 202312
SITTNER & NELSON, LLC 12120.37%0.41%0.47%Q4 2020Q3 202312
Wealth Alliance Advisory Group, LLC 710.09%0.16%0.26%Q2 2018Q1 202212
Citadel Investment Advisory, Inc. 12120.66%0.77%0.87%Q4 2020Q3 202312
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 810.02%0.15%0.91%Q4 2014Q3 202312
Counsel Portfolio Services Inc. 12120.03%0.19%1.04%Q2 2013Q1 201612
Vontobel Holding Ltd. 12120.03%0.06%0.08%Q4 2020Q3 202312
Freemont Management S.A. 12121.46%2.40%5.54%Q4 2020Q3 202312
Hoese & Co LLP 12120.03%0.13%0.24%Q1 2021Q4 202312
SMITH HAYES Advisers, Inc 12121.45%1.84%2.20%Q2 2013Q1 201612
Annandale Capital, LLC 12120.17%0.25%0.30%Q4 2020Q3 202312
Apex Capital Management 12120.15%0.27%0.47%Q2 2013Q1 201612
Silicon Valley Capital Partners 840.01%0.10%0.54%Q2 2020Q3 202312
EMERSON INVESTMENT MANAGEMENT, LLC 12120.08%0.09%0.11%Q2 2013Q1 201612
Samalin Investment Counsel, LLC 1010.11%0.22%0.41%Q4 2019Q2 202312
TUCKER ASSET MANAGEMENT LLC 12120.03%0.06%0.07%Q4 2020Q3 202312
KILEY JUERGENS WEALTH MANAGEMENT, LLC 1110.21%0.46%0.72%Q4 2017Q3 202312
Kesler, Norman & Wride, LLC 12120.06%0.07%0.08%Q4 2020Q3 202312
Sunflower Bank, N.A. 12120.04%0.08%0.13%Q4 2020Q3 202312
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.16%0.69%1.08%Q4 2020Q3 202312
Adero Partners, LLC 1110.08%0.36%2.70%Q4 2019Q3 202312
Live Your Vision, LLC 1110.00%0.00%0.03%Q3 2015Q1 201912
Unison Asset Management LLC 12122.52%3.26%3.69%Q4 2020Q3 202312
Foster Group, Inc. 12120.11%0.19%0.33%Q4 2020Q3 202312
SkyView Investment Advisors, LLC 12120.01%0.23%0.69%Q4 2020Q3 202312
Price Wealth, LLC 12120.03%0.08%0.16%Q4 2017Q3 202012
SANDERS MORRIS HARRIS LLC 620.04%0.50%3.18%Q1 2016Q1 202212
SOA Wealth Advisors, LLC. 12120.02%0.02%0.02%Q4 2020Q3 202312
London & Capital Asset Management Ltd 720.03%0.05%0.09%Q2 2020Q3 202312
ACIMA PRIVATE WEALTH, LLC 750.05%0.12%0.23%Q4 2018Q1 202212
Steel Canyon Capital, LLC 910.62%5.64%14.31%Q4 2018Q2 202212
InterOcean Capital Group, LLC 12120.04%0.06%0.09%Q4 2020Q3 202312
Alaska Wealth Advisors 710.03%0.08%0.16%Q4 2017Q3 202312
Town & Country Bank & Trust CO dba First Bankers Trust CO 12120.19%0.24%0.28%Q2 2013Q1 201612
Echo Street Capital Management LLC 410.00%0.33%1.84%Q2 2013Q3 202312
WOODWARD DIVERSIFIED CAPITAL, LLC 12121.90%2.51%2.84%Q4 2020Q3 202312
Glen Harbor Capital Management LLC 12120.91%1.21%1.57%Q4 2016Q3 201912
West Family Investments, Inc. 530.08%0.16%0.30%Q4 2016Q3 202312
Alliance Wealth Advisors, LLC 12120.29%0.39%0.49%Q4 2020Q3 202312
Bard Financial Services, Inc. 12120.26%0.45%0.59%Q4 2020Q3 202312
Joseph P. Lucia & Associates, LLC 620.00%0.00%0.01%Q1 2019Q2 202212
West Branch Capital LLC 1110.16%0.25%0.44%Q4 2019Q3 202312
Lombard Odier & Cie (Canada), Limited Partnership 12120.57%0.85%1.17%Q4 2013Q3 201612
IVC Wealth Advisors LLC 12120.26%0.43%0.49%Q4 2020Q3 202312
Kamunting Street Capital Management, L.P. 1110.65%4.12%13.44%Q3 2017Q4 202012
Tradition Wealth Management, LLC 12120.12%0.18%0.22%Q4 2020Q3 202312
Ulysses Management LLC 11110.13%0.34%1.08%Q1 2020Q3 202211
CURIAN CAPITAL LLC 11110.04%0.15%0.26%Q2 2013Q4 201511
Keystone Financial Planning, Inc. 510.04%1.39%3.34%Q4 2013Q2 202011
Lloyds Banking Group plc 11111.27%2.12%3.02%Q2 2013Q4 201511
Torch Wealth Management LLC 11110.44%0.93%1.39%Q4 2013Q2 201611
BMT Investment Advisors 11110.93%1.16%1.41%Q3 2017Q1 202011
VALLEY FORGE ASSET MANAGEMENT, LLC 11111.38%2.15%3.16%Q2 2013Q4 201511
TRAIN BABCOCK ADVISORS LLC 11110.82%0.95%1.58%Q2 2013Q4 201511
Shoker Investment Counsel, Inc. 11110.33%0.46%0.56%Q4 2017Q2 202011
Taylor, Cottrill LLC 11110.84%1.11%1.34%Q2 2013Q4 201511
HAMEL ASSOCIATES, INC. 11110.21%0.48%1.34%Q4 2013Q2 201611
Nuveen Fund Advisors, LLC 11110.43%0.71%2.02%Q2 2016Q4 201811
Summit Global Investments 11110.01%0.02%0.02%Q1 2021Q3 202311
HERON FINANCIAL GROUP, LLC 810.11%0.23%0.34%Q4 2019Q2 202311
Wakefield Asset Management LLLP 810.23%0.31%0.40%Q1 2020Q1 202311
CAPITAL COUNSEL LLC/NY 11110.05%0.06%0.06%Q2 2013Q4 201511
Graham Capital Management, L.P. 410.01%0.06%0.17%Q4 2013Q1 202311
First Pacific Financial 920.08%0.16%0.24%Q3 2020Q3 202311
Saturna Capital CORP 11110.00%0.00%0.00%Q2 2013Q4 201511
BANYAN CAPITAL MANAGEMENT, INC. 11111.73%4.26%7.23%Q4 2018Q2 202111
PIERSHALE FINANCIAL GROUP, INC. 11110.00%0.00%0.00%Q3 2013Q1 201611
CAHABA WEALTH MANAGEMENT, INC. 11110.05%0.14%0.22%Q3 2017Q1 202011
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 11110.06%0.12%0.19%Q1 2020Q3 202211
Clayton Partners LLC 11113.47%6.61%9.34%Q1 2021Q3 202311
SIRIOS CAPITAL MANAGEMENT L P 11112.45%4.61%6.77%Q1 2021Q3 202311
Gladstone Institutional Advisory LLC 11110.02%0.08%0.20%Q1 2021Q3 202311
Catalyst Capital Advisors LLC 610.00%0.02%0.13%Q1 2014Q3 202211
ADVISORS MANAGEMENT GROUP INC /ADV 11110.11%0.50%2.38%Q1 2021Q3 202311
Douglas C. Lane & Associates, Inc. 11110.03%0.05%0.07%Q2 2013Q4 201511
ATHERTON LANE ADVISERS, LLC 11111.99%2.20%2.45%Q2 2013Q4 201511
CAPITAL CITY TRUST CO/FL 710.03%0.09%0.11%Q2 2013Q3 201711
Berger Financial Group, Inc 11110.03%0.04%0.05%Q1 2021Q3 202311
Wilkinson Global Asset Management LLC 11110.08%0.09%0.11%Q1 2021Q3 202311
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 310.00%0.98%3.13%Q4 2014Q3 202311
44 WEALTH MANAGEMENT LLC 11110.41%0.56%0.72%Q4 2020Q2 202311
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 11110.98%1.17%1.30%Q2 2013Q4 201511
CAMG Solamere Management, LLC 740.48%1.06%1.68%Q4 2016Q3 202111
THOROUGHBRED FINANCIAL SERVICES, LLC 650.06%0.42%0.86%Q4 2018Q3 202311
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 831.68%1.95%2.13%Q1 2015Q3 201811
Modera Wealth Management, LLC 1010.01%0.05%0.36%Q1 2016Q3 202311
H&H International Investment, LLC 11110.05%0.17%0.75%Q2 2019Q4 202111
Heritage Way Advisors, LLC 1010.11%1.35%1.91%Q4 2016Q4 202111
Axiom Financial Strategies, LLC 11110.15%0.21%0.27%Q1 2020Q3 202211
Dakota Wealth Management 710.02%0.05%0.14%Q2 2018Q3 202311
Benchmark Financial Wealth Advisors, LLC 11110.13%0.15%0.16%Q1 2021Q3 202311
Visionary Asset Management, Inc. 520.00%0.50%0.89%Q4 2013Q3 201811
Ten Capital Wealth Advisors, LLC 11110.05%0.10%0.14%Q4 2020Q2 202311
GW&K Investment Management, LLC 11110.13%0.32%0.37%Q1 2021Q3 202311
Ruggie Capital Group 510.01%0.03%0.05%Q4 2014Q4 201811
OPSEU Pension Plan Trust Fund 11110.17%0.87%1.29%Q1 2020Q3 202211
Nachman Norwood & Parrott, Inc 11110.09%0.14%0.23%Q4 2018Q2 202111
CMG Global Holdings, LLC 11110.20%0.24%0.28%Q1 2021Q3 202311
MorganRosel Wealth Management, LLC 650.15%0.33%0.48%Q4 2018Q1 202211
Clearview Wealth Advisors LLC 11110.05%0.08%0.12%Q4 2020Q2 202311
Integre Asset Management, LLC 920.19%1.88%2.83%Q2 2013Q4 201811
BAROMETER CAPITAL MANAGEMENT INC. 810.02%3.38%9.53%Q4 2013Q4 201911
Cooper Financial Group 740.07%0.19%0.38%Q4 2018Q3 202111
TRUEWEALTH LLC 11110.13%0.27%0.39%Q4 2017Q2 202011
Pinnacle Summer Investments, Inc. 11110.01%0.08%0.11%Q2 2013Q4 201511
Financial Advisors Network, Inc. 510.13%0.31%0.48%Q4 2016Q4 201911
Campion Asset Management 11110.18%0.30%0.40%Q1 2021Q3 202311
WCM INVESTMENT MANAGEMENT, LLC 11110.01%0.02%0.02%Q1 2013Q3 201511
US FINANCIAL ADVISORS, LLC 650.01%0.09%0.17%Q4 2014Q1 202211
CT Financial Advisors LLC 1010.03%0.05%0.07%Q1 2014Q1 201711
Addison Advisors LLC 1010.01%0.02%0.03%Q4 2020Q3 202311
FNY Investment Advisers, LLC 210.00%0.04%0.28%Q2 2018Q1 202311
Rempart Asset Management Inc. 11113.16%3.66%4.08%Q2 2021Q4 202311
McGinn Penninger Investment Management, Inc. 11112.40%2.74%3.75%Q4 2020Q2 202311
CROFT-LEOMINSTER INC 11110.04%0.05%0.06%Q2 2013Q4 201511
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 710.24%0.34%0.59%Q2 2013Q4 201811
PVG ASSET MANAGEMENT CORP 410.29%1.38%2.10%Q3 2016Q1 202311
SOUND SHORE MANAGEMENT INC /CT/ 1011.52%3.48%4.26%Q1 2020Q3 202311
Humankind Investments LLC 11110.14%0.18%0.23%Q1 2021Q3 202311
Nokota Management, LP 620.12%0.98%2.70%Q4 2017Q4 202111
Bridgewater Wealth & Financial Management, LLC 11110.11%0.12%0.14%Q4 2014Q2 201711
CreativeOne Wealth, LLC 11110.02%0.04%0.06%Q4 2020Q2 202311
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) 660.00%0.28%0.65%Q2 2015Q3 201611
Beutel, Goodman & Co Ltd. 11110.00%0.23%0.30%Q4 2017Q2 202011
Turim 21 Investimentos Ltda. 520.01%0.04%0.10%Q1 2018Q2 202211
Neuberger Berman Canada ULC 830.11%0.24%0.34%Q2 2013Q3 201711
CIM, LLC 11113.98%4.26%4.44%Q2 2013Q4 201511
Nixon Capital, LLC 11113.00%7.13%9.50%Q4 2020Q2 202311
Orion Capital Management LLC 1010.01%0.02%0.03%Q4 2020Q3 202311
Claret Asset Management Corp 11110.05%0.11%0.27%Q4 2017Q2 202011
Piscataqua Savings Bank 11110.26%0.30%0.36%Q1 2021Q3 202311
Wills Financial Group, Inc. 11110.60%1.05%1.80%Q4 2013Q2 201611
CI Global Investments Inc. 810.04%1.19%4.29%Q2 2013Q3 201811
Spire Wealth Management 11110.03%0.04%0.05%Q1 2021Q3 202311
BENJAMIN EDWARDS INC 920.00%0.02%0.16%Q1 2019Q3 202311
Prime Capital Investment Advisors, LLC 610.00%0.02%0.04%Q3 2019Q3 202311
Koss-Olinger Consulting, LLC 11110.07%0.17%0.25%Q1 2021Q3 202311
Bradley & Co. Private Wealth Management, LLC 11110.02%0.02%0.03%Q1 2021Q3 202311
Divergent Wealth Advisors 11110.08%0.20%0.28%Q1 2018Q3 202011
CSM Advisors, LLC 11110.51%0.61%1.06%Q1 2021Q3 202311
Secrest Blakey & Associates, LLC 11110.99%1.33%2.00%Q4 2017Q2 202011
BHF Kleinwort Benson Group S.A. 920.14%0.75%1.75%Q2 2013Q1 201611
KB FINANCIAL PARTNERS, LLC 11110.02%0.17%0.51%Q1 2021Q3 202311
Soros Fund Management 810.02%0.43%0.96%Q4 2013Q2 202011
MATRIX PRIVATE CAPITAL GROUP LLC 810.12%0.16%0.42%Q4 2019Q3 202311
6 Meridian 620.15%0.88%1.68%Q4 2017Q4 202111
Allegis Investment Advisors, LLC 10100.00%1.81%2.77%Q4 2015Q1 201811
TWIN FOCUS CAPITAL PARTNERS, LLC 830.05%0.10%0.26%Q2 2019Q2 202311
Bizma Investimentos Ltda 11111.82%2.49%2.93%Q1 2020Q3 202211
AMERICAN NATIONAL BANK & TRUST CO /VA/ 11110.18%0.29%0.49%Q2 2013Q4 201511
AFT, FORSYTH & COMPANY, INC. 920.26%0.43%0.67%Q2 2013Q4 201911
Edmonds Duncan Registered Investment Advisors, LLC 910.08%0.14%0.19%Q4 2015Q4 201911
Horan Securities, Inc. 710.00%0.02%0.03%Q2 2020Q2 202311
L & S Advisors Inc 620.03%0.26%0.76%Q1 2015Q2 202111
STRATTON MANAGEMENT CO 11110.04%0.15%0.23%Q2 2013Q4 201511
BHK Investment Advisors, LLC 11110.19%0.30%0.39%Q4 2017Q2 202011
Granite Investment Advisors, LLC 830.45%0.84%1.11%Q1 2016Q3 202111
Hoxton Financial, Inc. 1010.14%0.23%0.44%Q2 2013Q1 201611
CANANDAIGUA NATIONAL CORP 11110.08%0.10%0.11%Q2 2020Q4 202211
Monument Capital Management 1010.00%0.14%0.22%Q3 2018Q3 202311
WealthShield Partners, LLC 810.02%0.07%0.17%Q2 2018Q3 202311
Sage Capital Advisors,llc 11111.32%1.69%2.02%Q2 2017Q4 201911
Ferris Capital, LLC 11110.43%0.62%0.94%Q2 2017Q4 201911
IBEX WEALTH ADVISORS 510.00%0.17%0.34%Q4 2016Q1 202211
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 11110.26%0.50%0.69%Q4 2014Q2 201711
REDW Wealth LLC 740.07%0.12%0.18%Q2 2018Q4 202111
WESPAC Advisors, LLC 920.25%1.12%2.75%Q4 2013Q3 202111
ECLECTIC ASSOCIATES INC /ADV 11110.21%0.30%0.37%Q1 2021Q3 202311
Bridgeworth, LLC 620.08%0.13%0.19%Q4 2016Q1 202011
Squar Milner Financial Services LLC 11110.17%0.50%1.02%Q4 2017Q2 202011
Lazard Freres Gestion S.A.S. 11110.89%1.24%1.55%Q1 2021Q3 202311
Horizon Investment Services, LLC 11111.04%1.99%2.47%Q2 2013Q4 201511
1900 WEALTH MANAGEMENT LLC 11110.03%0.04%0.04%Q1 2021Q3 202311
Alaska Permanent Fund Corp 720.01%0.04%0.05%Q1 2020Q3 202311
Maryland State Retirement & Pension System 740.25%0.36%0.45%Q4 2020Q3 202311
Bryn Mawr Capital Management, LLC 11110.19%0.29%0.40%Q4 2016Q2 201911
ASPIRIANT HOLDINGS S3, LLC 11110.80%1.02%1.28%Q2 2013Q4 201511
CARDEROCK CAPITAL MANAGEMENT INC 910.02%0.46%1.07%Q1 2014Q1 202311
HOEY INVESTMENTS, INC 1010.07%1.00%1.60%Q4 2019Q3 202311
BLUESTEIN R H & CO LLC 11110.03%1.70%2.56%Q2 2013Q4 201511
Orbis Investment Management (U.S.), L.P. 10103.97%4.87%6.10%Q3 2016Q4 201810
Anson Funds Management LP 810.04%0.28%0.87%Q4 2019Q3 202310
IndexIQ Advisors LLC 820.00%0.12%0.22%Q1 2018Q1 202210
Osher Van de Voorde Investment Management 10103.65%4.55%5.31%Q2 2016Q3 201810
Cherry Creek Investment Advisors, Inc. 10100.17%0.19%0.21%Q2 2021Q3 202310
MEANS INVESTMENT CO., INC. 10100.04%0.05%0.06%Q2 2021Q3 202310
JTC Employer Solutions Trustee Ltd 10100.01%0.01%0.02%Q2 2021Q3 202310
Copperwynd Financial, LLC 910.09%0.20%0.26%Q4 2017Q2 202110
Corundum Group, Inc. 510.23%0.31%0.61%Q3 2017Q1 202210
CENTRAL SECURITIES CORP 10101.92%2.17%2.34%Q3 2016Q4 201810
Congress Park Capital LLC 910.29%0.74%3.04%Q4 2017Q2 202010
Armbruster Capital Management, Inc. 10100.07%0.09%0.21%Q4 2015Q1 201810
D. SCOTT NEAL, INC. 10100.01%0.01%0.01%Q4 2015Q1 201810
Eagle Bay Advisors LLC 10100.04%0.07%0.09%Q2 2021Q3 202310
Union Heritage Capital, LLC 10100.60%1.05%1.24%Q1 2021Q2 202310
Cornerstone Advisors, LLC 710.17%0.68%0.96%Q1 2020Q3 202310
Packer & Co Ltd 10100.67%2.67%3.87%Q3 2017Q4 201910
James Hambro & Partners 610.02%0.04%0.08%Q1 2019Q1 202210
Western Standard LLC 10100.82%2.06%4.54%Q1 2017Q2 201910
AXS Investments LLC 820.07%0.15%0.24%Q1 2021Q3 202310
RIDGECREST WEALTH PARTNERS, LLC 10100.22%0.30%0.44%Q2 2021Q3 202310
Alaethes Wealth LLC 820.12%0.54%0.81%Q1 2021Q3 202310
Taylor Hoffman Wealth Management 910.08%0.25%0.40%Q4 2017Q2 202010
GPS Wealth Strategies Group, LLC 730.01%0.02%0.05%Q1 2021Q3 202310
EMORY UNIVERSITY 730.00%0.00%0.00%Q2 2011Q4 201310
KR CAPITAL ADVISORS INC 10101.22%1.78%2.13%Q2 2013Q3 201510
HARBOUR INVESTMENTS, INC. 640.04%0.09%0.19%Q1 2021Q3 202310
Trust CO of the Ozarks 10100.44%0.54%0.68%Q2 2013Q3 201510
ARGENT TRUST COMPANY, N.A. 10101.46%1.56%1.77%Q2 2013Q3 201510
AIA Group Ltd 10100.05%0.09%0.18%Q2 2021Q3 202310
GUARDIAN POINT CAPITAL, LP 553.13%6.66%12.43%Q4 2016Q4 202110
CHILDRESS CAPITAL ADVISORS, LLC 910.12%0.19%0.28%Q4 2020Q3 202310
FSI GROUP, LLC 610.14%3.74%9.10%Q3 2014Q1 202010
Tranquilli Financial Advisor LLC 10100.17%0.23%0.34%Q2 2021Q3 202310
Harspring Capital Management, LLC 10101.05%1.96%3.90%Q3 2020Q4 202210
Ameritas Investment Company, LLC 730.03%0.08%0.14%Q1 2019Q3 202110
K2 PRINCIPAL FUND, L.P. 520.02%0.37%0.96%Q3 2016Q2 201810
Constitution Capital LLC 820.13%0.14%0.15%Q1 2021Q3 202310
CARILLON TOWER ADVISERS, INC. 10100.06%0.13%0.19%Q4 2017Q1 202010
CAPE ANN SAVINGS BANK 10100.29%0.37%0.49%Q2 2014Q3 201610
Peregrine Asset Advisers, Inc. 730.13%0.63%2.10%Q1 2015Q1 202210
Camelot Portfolios, LLC 610.01%0.26%0.37%Q2 2013Q3 201610
MARQUE MILLENNIUM CAPITAL MANAGEMENT LCC 10101.06%1.12%1.20%Q2 2013Q3 201510
Vantage Financial Partners Ltd., Inc. 910.38%0.71%0.84%Q4 2016Q2 201910
Latitude Advisors, LLC 10100.17%0.28%0.44%Q4 2020Q1 202310
Lumature Wealth Partners, LLC 10100.02%0.03%0.04%Q1 2021Q2 202310
Newton One Investments LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
IMC-Chicago, LLC 210.00%0.01%0.06%Q1 2019Q3 202210
E Fund Management Co., Ltd. 910.01%0.02%0.03%Q1 2021Q3 202310
REINHART PARTNERS, LLC. 810.02%0.04%0.06%Q4 2013Q2 201810
Greenline Partners, LLC 10101.82%3.39%4.45%Q4 2017Q1 202010
Private Advisory Group LLC 810.72%1.07%1.83%Q4 2019Q4 202210
MIRABELLA FINANCIAL SERVICES LLP 810.02%0.43%1.06%Q3 2020Q2 202310
Accel Wealth Management 10100.02%0.03%0.04%Q4 2020Q1 202310
Leelyn Smith, LLC 910.00%0.00%0.00%Q4 2019Q4 202210
WADDELL & ASSOCIATES, LLC 10100.05%0.08%0.13%Q2 2021Q3 202310
Egerton Capital (UK) LLP 820.48%3.89%8.81%Q3 2013Q2 202110
WHITENER CAPITAL MANAGEMENT, INC. 10100.16%0.38%0.56%Q4 2017Q1 202010
Alpine Global Management, LLC 310.05%0.33%1.03%Q4 2014Q1 202210
CFO4Life, L.P. 910.05%0.85%1.27%Q4 2014Q4 202210
Kavar Capital Partners, LLC 320.08%0.10%0.10%Q4 2013Q4 201910
Amundi 10100.16%0.37%0.71%Q2 2021Q3 202310
Madden Advisory Services, Inc. 710.00%0.00%0.00%Q2 2013Q1 201710
Evolution Wealth Advisors, LLC 10100.00%0.01%0.05%Q2 2019Q3 202110
Strategic Global Advisors, LLC 10100.10%0.53%1.26%Q4 2014Q1 201710
Bellwether Advisors, LLC 10100.00%0.01%0.01%Q4 2020Q1 202310
FORTEM FINANCIAL GROUP, LLC 910.00%0.25%0.42%Q4 2020Q3 202310
NumerixS Investment Technologies Inc 520.07%0.72%1.41%Q2 2016Q2 202010
Stone Ridge Asset Management LLC 10100.02%0.58%1.48%Q1 2018Q2 202010
LANSDOWNE PARTNERS (UK) LLP 910.34%6.05%9.83%Q2 2014Q1 201710
Deseret Mutual Benefit Administrators 10100.27%0.42%0.92%Q2 2021Q3 202310
EagleClaw Capital Managment, LLC 10101.52%1.64%1.71%Q1 2014Q2 201610
Index Management Solutions, LLC 10100.00%0.03%0.12%Q2 2013Q3 201510
Semper Trust Co. 910.32%0.67%1.25%Q2 2013Q4 201510
TREES INVESTMENT COUNSEL LLC 10102.67%2.92%3.13%Q2 2013Q3 201510
FOUNDERS CAPITAL MANAGEMENT, LLC 912.81%3.43%5.12%Q4 2018Q3 202310
MANCHESTER FINANCIAL INC 910.03%0.89%1.32%Q2 2019Q4 202110
Americana Partners, LLC 810.04%0.09%0.18%Q4 2019Q3 202310
Trinity Financial Advisors LLC 10100.70%0.97%1.15%Q2 2021Q3 202310
Eudaimonia Partners, LLC 820.05%0.39%0.87%Q4 2019Q2 202210
Permit Capital, LLC 10100.73%0.77%0.86%Q2 2013Q3 201510
Legacy Advisors, LLC 820.02%0.04%0.10%Q4 2016Q2 201910
MARVIN & PALMER ASSOCIATES INC 10100.78%2.25%2.90%Q1 2014Q2 201610
Gideon Capital Advisors, Inc. 310.25%1.37%2.77%Q4 2013Q4 201910
Surevest, LLC 10100.11%0.13%0.14%Q2 2020Q3 202210
First Bancorp, Inc /ME/ 910.26%0.30%0.33%Q1 2021Q3 202310
Hefty Wealth Partners 10100.01%0.53%1.39%Q4 2015Q1 201810
Professional Financial Advisors, LLC 910.08%0.10%0.22%Q4 2019Q3 202210
DAVIS-REA LTD. 10100.62%1.87%2.53%Q3 2017Q4 201910
Raffles Associates 810.54%5.86%13.59%Q3 2016Q3 202010
Rodgers Brothers Inc. 420.09%0.16%0.29%Q1 2016Q2 202010
55I, LLC 610.01%0.08%0.26%Q2 2019Q3 202210
CITY NATIONAL BANK 10100.79%0.91%1.01%Q2 2013Q3 201510
MID CONTINENT CAPITAL LLC/IL 10100.94%1.01%1.06%Q2 2013Q3 201510
Pictet North America Advisors SA 810.07%0.13%0.28%Q3 2015Q4 201910
JOYN Advisors, Inc. 10100.04%0.17%0.30%Q4 2017Q1 202010
WINMILL & CO. INC 10100.70%1.12%1.55%Q3 2019Q4 202110
TERRIL BROTHERS, INC. 10104.85%6.02%7.36%Q3 2014Q4 201610
Lucia Wealth Services, LLC 10100.00%0.02%0.04%Q1 2018Q2 202010
AlphaCore Capital LLC 730.01%0.05%0.09%Q1 2020Q3 202310
Claar Advisors LLC 10100.12%0.13%0.15%Q2 2021Q3 202310
PATTON ALBERTSON MILLER GROUP, LLC 910.01%0.05%0.06%Q3 2018Q3 202310
Rikoon Group, LLC 510.08%0.28%1.08%Q3 2016Q2 202010
CHUBB CORP 10100.09%0.11%0.12%Q2 2013Q3 201510
Ironvine Capital Partners, LLC 10100.21%2.59%3.95%Q4 2017Q1 202010
King Wealth Management Group 10100.10%0.18%0.26%Q2 2016Q3 201810
SeaTown Holdings Pte. Ltd. 510.30%1.35%2.92%Q3 2016Q3 202310
Platte River Capital LLC 10101.07%1.18%1.36%Q2 2013Q3 201510
Leucadia National 440.00%0.05%0.14%Q4 2022Q3 202310
MONETTA FINANCIAL SERVICES INC 810.32%0.98%1.60%Q2 2014Q1 202210
Triumph Capital Management 10100.29%0.39%0.49%Q2 2021Q3 202310
U.S. Capital Wealth Advisors, LLC 990.10%0.12%0.13%Q3 2021Q3 20239
BEACON TRUST CO 990.06%0.36%0.46%Q3 2014Q3 20169
SWARTHMORE GROUP INC 540.22%0.76%1.81%Q4 2019Q1 20229
SUMITOMO MITSUI FINANCIAL GROUP, INC. 310.00%0.02%0.07%Q1 2017Q4 20219
Roof Eidam Maycock Peralta, LLC 610.10%0.84%1.52%Q4 2014Q4 20179
MARINER INVESTMENT GROUP LLC 770.05%1.01%3.42%Q2 2013Q4 20149
PRINCETON CAPITAL MANAGEMENT LLC 810.00%1.34%1.62%Q4 2014Q1 20199
SUSQUEHANNA TRUST & INVESTMENT CO 991.53%2.05%2.87%Q2 2013Q2 20159
KING STREET CAPITAL MANAGEMENT, L.P. 991.39%2.92%5.08%Q2 2020Q2 20229
NOESIS CAPITAL MANGEMENT CORP 630.09%0.10%0.12%Q1 2015Q2 20179
MAPLE SECURITIES USA INC 430.04%0.95%2.86%Q2 2013Q2 20159
UNITED BANK 510.03%0.05%0.13%Q4 2017Q4 20229
Timber Hill LLC 210.01%0.24%0.63%Q3 2013Q1 20209
Madison Asset Management, LLC 610.00%0.04%0.06%Q4 2019Q3 20239
Boit C F David 540.52%0.76%0.90%Q2 2021Q3 20239
STONNINGTON GROUP, LLC 990.15%0.17%0.22%Q1 2021Q1 20239
Westend Capital Management, LLC 992.45%2.79%3.18%Q3 2014Q3 20169
Norman Fields, Gottscho Capital Management, LLC 540.14%0.23%0.33%Q2 2016Q4 20199
EJF Capital LLC 510.02%0.43%2.94%Q3 2016Q3 20209
Foothills Asset Management, Ltd. 991.86%2.16%2.53%Q4 2013Q4 20159
Stanford Investment Group, Inc. 990.28%0.39%0.49%Q4 2014Q4 20169
MANAGED ACCOUNT ADVISORS LLC 991.04%1.22%1.40%Q2 2013Q2 20159
CEDAR HILL ASSOCIATES, LLC 610.03%0.05%0.09%Q3 2014Q2 20189
CORRADO ADVISORS, LLC 510.00%0.67%4.97%Q1 2010Q4 20229
Hutchin Hill Capital, LP 310.01%0.82%1.44%Q3 2013Q2 20179
Westover Capital Advisors, LLC 710.07%0.38%0.57%Q4 2015Q3 20239
BSW Wealth Partners 990.08%0.10%0.12%Q4 2017Q4 20199
Community Financial Services Group, LLC 720.02%0.04%0.04%Q2 2013Q3 20159
RPg Family Wealth Advisory, LLC 990.01%0.04%0.07%Q4 2015Q4 20179
Risk Paradigm Group, LLC 990.02%0.06%0.10%Q1 2015Q1 20179
Fernwood Investment Management, LLC 990.18%0.24%0.27%Q4 2013Q4 20159
Perpetual Investment Management Ltd 990.74%1.22%2.11%Q4 2020Q4 20229
Regal Partners Ltd 994.22%6.10%8.08%Q4 2017Q4 20199
BILLINGS CAPITAL MANAGEMENT, LLC 542.15%8.76%17.07%Q4 2015Q4 20219
Princeton Alpha Management LP 410.14%0.41%0.72%Q1 2014Q4 20169
GeoWealth Management, LLC 540.00%0.01%0.01%Q2 2021Q3 20239
WINDACRE PARTNERSHIP LLC 724.68%18.44%28.72%Q4 2014Q4 20209
HWG Holdings LP 210.01%0.63%1.39%Q1 2014Q1 20229
Fusion Investment Group, LLC 990.01%0.58%1.82%Q4 2013Q4 20159
Allen Capital Group, LLC 630.04%0.07%0.09%Q3 2018Q3 20229
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 990.39%0.91%1.25%Q4 2014Q4 20169
Karp Capital Management Corp 610.00%0.43%1.54%Q4 2014Q3 20229
Newfound Research LLC 990.00%0.00%0.00%Q1 2018Q1 20209
Bayesian Capital Management, LP 310.06%0.24%0.43%Q1 2018Q2 20229
USA FINANCIAL FORMULAS 630.00%0.20%0.86%Q2 2021Q3 20239
BKS ADVISORS, LLC 810.06%0.11%0.14%Q1 2015Q3 20179
Integrated Wealth Management 990.28%0.42%0.52%Q1 2015Q1 20179
Brightworth 990.20%0.46%0.97%Q3 2017Q3 20199
Klingman & Associates, LLC 810.02%0.05%0.13%Q4 2014Q4 20179
Intermede Investment Partners Ltd 992.56%3.83%5.09%Q4 2016Q4 20189
Gerber Kawasaki Wealth & Investment Management 720.02%0.23%0.89%Q4 2015Q3 20219
Whitegate Investment Counselors, Inc. 810.31%0.59%0.82%Q1 2014Q1 20189
Members Trust Co 520.01%0.02%0.03%Q2 2016Q3 20239
Faithward Advisors, LLC 540.05%0.06%0.10%Q3 2019Q1 20229
Shepherd Financial Partners LLC 810.04%0.08%0.14%Q4 2016Q1 20199
Perennial Advisors, LLC 520.01%0.60%1.22%Q4 2016Q3 20239
Bristol Advisors, LLC 720.25%2.48%8.25%Q4 2016Q1 20199
Gillson Capital LP 411.06%2.55%6.48%Q4 2017Q3 20239
PagnatoKarp Partners LLC 540.06%0.15%0.23%Q4 2016Q1 20209
ACCESS FINANCIAL SERVICES, INC. 991.02%1.25%1.38%Q4 2016Q4 20189
Blueport Capital, L.P. 992.17%6.87%8.75%Q4 2016Q4 20189
Israel Discount Bank of New York 990.64%0.80%1.15%Q1 2017Q1 20199
Epstein & White Financial LLC 990.12%0.19%0.50%Q4 2017Q4 20199
Strategic Wealth Partners, Ltd. 810.00%0.50%1.55%Q4 2017Q2 20209
Aevitas Wealth Management, Inc. 990.31%0.88%1.59%Q4 2017Q4 20199
Lester Murray Antman dba SimplyRich 990.38%0.50%0.65%Q4 2017Q4 20199
Huber Financial Advisors, LLC 990.10%0.20%0.40%Q4 2017Q4 20199
Aries Wealth Management 990.44%0.60%0.81%Q4 2017Q4 20199
Requisite Capital Management, LLC 540.02%0.17%0.31%Q1 2019Q2 20219
Newport Wealth Strategies, Inc. 620.00%0.36%0.52%Q4 2017Q3 20219
Elmwood Wealth Management, Inc. 710.01%0.04%0.18%Q1 2018Q4 20219
Ceredex Value Advisors LLC 990.36%0.95%1.37%Q1 2018Q1 20209
Hurlow Wealth Management Group, Inc. 410.13%0.19%0.26%Q4 2018Q1 20229
Boothe Investment Group, Inc. 992.36%3.50%4.21%Q1 2021Q1 20239
VisionPoint Advisory Group, LLC 520.00%0.07%0.10%Q4 2018Q3 20239
Kozak & Associates, Inc. 990.00%0.01%0.01%Q3 2021Q3 20239
Summit Financial, LLC 990.02%0.03%0.04%Q3 2021Q3 20239
EASTERLY INVESTMENT PARTNERS LLC 990.21%0.44%1.18%Q3 2021Q3 20239
Windsor Creek Advisors, LLC 510.01%0.16%0.25%Q4 2018Q4 20219
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.02%0.07%0.23%Q4 2018Q3 20239
OSSIAM 410.00%0.85%3.52%Q3 2019Q1 20239
ALTERNA WEALTH MANAGEMENT, INC 810.48%0.58%0.64%Q4 2018Q3 20239
Lake Point Wealth Management 510.00%0.01%0.01%Q4 2018Q2 20229
Golden State Wealth Management, LLC 330.04%0.09%0.16%Q1 2019Q4 20219
Clear Creek Financial Management, LLC 710.06%0.08%0.10%Q2 2020Q3 20239
Gyon Technologies Capital Management, LP 310.05%0.66%1.88%Q1 2020Q4 20229
Stonehage Fleming (UK) Ltd 990.43%0.81%1.59%Q4 2013Q4 20159
Investors Financial Group, LLC 990.27%0.41%0.86%Q4 2019Q4 20219
Bank of Marin 990.59%0.90%1.22%Q4 2020Q4 20229
HOHIMER WEALTH MANAGEMENT, LLC 420.05%0.08%0.11%Q4 2019Q3 20239
Standard Family Office LLC 410.02%0.12%0.25%Q4 2020Q2 20239
Auxano Advisors, LLC 810.09%0.12%0.17%Q1 2021Q3 20239
Bordeaux Wealth Advisors LLC 990.12%0.19%0.27%Q2 2021Q2 20239
Sage Mountain Advisors LLC 540.04%0.05%0.06%Q2 2021Q3 20239
Bouvel Investment Partners, LLC 991.82%2.13%2.41%Q1 2021Q1 20239
DCM Advisors, LLC 990.88%1.81%2.78%Q3 2021Q3 20239
Marathon Asset Management Ltd 990.69%0.87%1.01%Q3 2021Q3 20239
Heartland Bank & Trust Co 990.50%0.63%0.85%Q3 2021Q3 20239
Lauterbach Financial Advisors, LLC 880.02%0.34%0.45%Q4 2021Q3 20239
Psagot Value Holdings Ltd. / (Israel) 990.18%0.86%1.62%Q3 2021Q3 20239
Sanford Advisory Services, LLC 990.07%0.08%0.09%Q4 2020Q4 20229
KAYS FINANCIAL ADVISORY CORP /ADV 550.04%0.05%0.08%Q4 2016Q4 20179
WISCONSIN CAPITAL MANAGEMENT LLC 720.32%0.53%1.29%Q2 2013Q4 20199
MAVERICK CAPITAL LTD 720.00%0.02%0.04%Q1 2020Q3 20239
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 210.01%0.03%0.07%Q2 2015Q1 20239
Mint Tower Capital Management B.V. 210.00%0.05%0.17%Q3 2018Q1 20208
Graypoint LLC 880.02%0.04%0.06%Q4 2021Q3 20238
American Financial Network Advisory Services LLC 880.22%0.24%0.27%Q3 2017Q2 20198
VERUS CAPITAL PARTNERS, LLC 420.03%0.06%0.08%Q4 2019Q3 20238
DELTA PARTNERS LP 880.74%7.41%12.42%Q2 2013Q1 20158
NORWOOD FINANCIAL CORP 880.02%0.02%0.02%Q4 2021Q3 20238
Grandmaster Capital Management LLC 888.48%9.17%9.80%Q2 2013Q1 20158
SILVERLAKE WEALTH MANAGEMENT LLC 880.13%0.16%0.22%Q4 2021Q3 20238
Planning Center, Inc. 880.06%0.28%1.11%Q4 2021Q3 20238
Firestone Capital Management 880.03%0.04%0.06%Q4 2019Q3 20218
JAMISON EATON & WOOD INC /NJ 880.31%0.39%0.45%Q2 2013Q1 20158
ACADIA TRUST NA 530.06%0.08%0.10%Q4 2013Q3 20168
Kalos Management, Inc. 610.05%1.68%2.82%Q4 2015Q2 20188
NAVELLIER & ASSOCIATES INC 880.15%0.20%0.28%Q1 2015Q4 20168
Portman Square Capital LLP 330.03%0.15%0.43%Q4 2022Q2 20238
Value Partners Investments Inc. 883.40%4.86%7.13%Q4 2019Q3 20218
Desjardins Global Asset Management Inc. 880.04%0.28%0.57%Q4 2021Q3 20238
Tempus Wealth Planning, LLC 510.09%0.18%0.28%Q4 2019Q2 20238
RE Dickinson Investment Advisors, LLC 880.00%0.01%0.02%Q4 2021Q3 20238
ROVIN CAPITAL /UT/ /ADV 880.23%0.30%0.37%Q4 2021Q3 20238
KING INVESTMENT ADVISORS INC/TX 880.21%0.31%0.35%Q2 2013Q1 20158
PBMares Wealth Management LLC 710.09%0.18%0.30%Q4 2019Q3 20228
Advocacy Wealth Management Services, LLC 420.00%0.05%0.29%Q2 2013Q1 20228
Xact Kapitalforvaltning AB 530.39%0.81%1.37%Q3 2016Q1 20208
Minot Wealth Management LLC 710.07%0.09%0.17%Q4 2019Q2 20228
Redmond Asset Management, LLC 880.14%0.31%0.50%Q2 2019Q1 20218
EverSource Wealth Advisors, LLC 880.08%0.12%0.17%Q4 2021Q3 20238
BOSTON PRIVATE BANK & TRUST CO 880.90%0.94%1.00%Q2 2013Q1 20158
MAGNOLIA CAPITAL MANAGEMENT LTD 880.26%0.29%0.31%Q3 2021Q2 20238
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 880.47%0.71%0.90%Q2 2013Q1 20158
City State Bank 880.14%0.19%0.34%Q4 2021Q3 20238
Lloyd Advisory Services, LLC. 410.00%0.06%0.41%Q4 2019Q3 20238
Bredin Investment LLC 880.89%0.94%1.06%Q4 2017Q3 20198
Confluence Wealth Services, Inc. 880.06%0.12%0.23%Q4 2021Q3 20238
GUARDIAN INVESTOR SERVICES LLC 881.34%1.40%1.44%Q2 2013Q1 20158
Intrinsic Value Partners, LLC 880.88%1.28%1.70%Q4 2021Q3 20238
Investment Advisory Group, LLC 880.12%0.16%0.26%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.26%0.44%0.65%Q4 2021Q3 20238
WESTERN FINANCIAL Corp 881.84%2.35%2.58%Q4 2020Q3 20228
GHE, LLC 880.16%0.26%0.34%Q4 2021Q3 20238
DRIVE WEALTH MANAGEMENT, LLC 880.36%0.51%0.62%Q4 2021Q3 20238
CARDIFF PARK ADVISORS, LLC 880.07%0.08%0.10%Q4 2021Q3 20238
CALIFORNIA FIRST LEASING CORP 882.39%2.71%3.05%Q4 2021Q3 20238
Covestor Ltd 880.04%0.12%0.18%Q4 2021Q3 20238
DENVER WEALTH MANAGEMENT, INC. 610.14%0.19%0.27%Q1 2021Q3 20238
Zullo Investment Group, Inc. 880.17%0.17%0.18%Q4 2021Q3 20238
Starfire Investment Advisers, Inc. 620.13%0.31%0.84%Q1 2015Q1 20188
LFA - Lugano Financial Advisors SA 880.06%0.17%0.37%Q3 2021Q2 20238
Mizuho Trust & Banking Co., Ltd. 881.03%1.25%1.36%Q4 2014Q3 20168
Carson Advisory Inc. 880.44%0.58%0.78%Q4 2021Q3 20238
Courant Investment Management LLC 885.76%8.56%13.26%Q4 2016Q3 20188
Sweet Financial Partners, LLC 880.08%0.10%0.12%Q4 2021Q3 20238
Jabre Capital Partners S.A. 880.50%1.62%2.76%Q4 2016Q3 20188
Kathleen S. Wright Associates Inc. 880.20%0.38%0.52%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.05%0.06%0.07%Q4 2021Q3 20238
Appaloosa LP 410.18%0.86%2.06%Q2 2017Q4 20208
CAPITAL MANAGEMENT CORP /VA 880.10%0.11%0.11%Q3 2013Q2 20158
Western Pacific Wealth Management, LP 880.02%0.13%0.22%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.13%0.16%0.20%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.06%0.10%0.13%Q4 2021Q3 20238
HORIZON BANCORP INC /IN/ 440.01%0.08%0.34%Q4 2019Q3 20238
Evolution Advisers, Inc. 880.19%0.23%0.27%Q4 2021Q3 20238
WoodTrust Financial Corp 410.04%0.83%2.58%Q4 2017Q3 20238
PFS Partners, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
MKT Advisors LLC 880.22%0.28%0.39%Q4 2021Q3 20238
Visium Asset Management, LP 310.01%0.04%0.07%Q2 2013Q2 20168
Hedges Asset Management LLC 881.27%1.41%1.49%Q4 2021Q3 20238
Point72 Middle East FZE 440.00%0.07%0.18%Q4 2022Q3 20238
Consilium Wealth Advisory, LLC 884.90%6.57%8.69%Q4 2021Q3 20238
Wellington Shields & Co., LLC 310.07%0.16%0.25%Q2 2016Q4 20198
DFPG INVESTMENTS, LLC 420.13%0.28%0.51%Q4 2018Q3 20238
MILLIE CAPITAL MANAGEMENT, LLC 880.24%0.79%0.99%Q4 2014Q3 20168
STERNE AGEE GROUP, INC. 881.12%1.30%1.49%Q2 2013Q1 20158
Bank of Kentucky, Inc. 880.02%0.03%0.04%Q2 2013Q1 20158
Royal Capital Wealth Management, LLC 880.37%0.42%0.46%Q4 2021Q3 20238
Hollow Brook Wealth Management LLC 880.81%0.97%1.12%Q1 2021Q4 20228
Wedmont Private Capital 880.09%0.25%0.59%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.05%0.06%0.08%Q4 2021Q3 20238
SHELTON WEALTH MANAGEMENT, LLC 880.92%1.02%1.14%Q4 2021Q3 20238
Blue Chip Wealth Management, Inc. 880.31%0.45%0.66%Q1 2018Q4 20198
ACUITY INVESTMENT MANAGEMENT INC 880.23%0.52%0.90%Q2 2013Q1 20158
BAIRD ROBERT W & CO INC /WI/ 880.53%0.77%0.96%Q2 2013Q1 20158
Voleon Capital Management LP 311.10%12.02%33.32%Q1 2019Q2 20228
Gyrus Investment Management Inc. 880.10%1.17%1.62%Q2 2013Q1 20158
Wilson & Boucher Capital Management, LLC 880.50%0.57%0.65%Q4 2021Q3 20238
HUTCHENS INVESTMENT MANAGEMENT INC 880.36%1.78%2.70%Q4 2014Q3 20168
Ameritas Advisory Services, LLC 880.03%0.04%0.05%Q4 2021Q3 20238
Fairholme Capital Management 880.07%0.09%0.15%Q2 2013Q1 20158
Ayalon Insurance Comp Ltd. 880.02%0.09%0.25%Q1 2015Q4 20168
Mill Capital Management, LLC 880.34%0.63%1.13%Q4 2021Q3 20238
Winthrop Partners - WNY, LLC 880.35%0.62%0.79%Q4 2017Q3 20198
CarsonAllaria Wealth Management, Ltd. 880.23%0.27%0.32%Q4 2021Q3 20238
Eisler Capital (US) LLC 330.05%1.34%5.13%Q1 2023Q3 20238
Washington Trust Advisors, Inc. 880.02%0.03%0.04%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.03%0.04%0.07%Q4 2021Q3 20238
Wayfinding Financial, LLC 880.21%0.26%0.30%Q4 2021Q3 20238
FRONT BARNETT ASSOCIATES LLC 880.86%0.98%1.22%Q2 2013Q1 20158
NATIONAL BANK OF CANADA /FI/ 880.15%0.23%0.35%Q4 2021Q3 20238
Empire Life Investments Inc. 710.32%3.58%7.61%Q4 2016Q1 20218
Powers Advisory Group, LLC 880.14%0.17%0.21%Q4 2021Q3 20238
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ 880.09%0.12%0.14%Q2 2013Q1 20158
Mount Capital Ltd 8815.47%16.73%19.90%Q4 2021Q3 20238
Sendero Wealth Management, LLC 880.33%0.53%1.15%Q4 2021Q3 20238
Stephens Consulting, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
VELA Investment Management, LLC 880.30%0.33%0.38%Q4 2021Q3 20238
Brand Asset Management Group, Inc. 710.01%0.01%0.01%Q2 2018Q1 20218
FSC Wealth Advisors, LLC 880.00%0.01%0.05%Q4 2021Q3 20238
DMC Group, LLC 880.65%0.73%0.82%Q4 2021Q3 20238
Diversified Portfolios, Inc. 880.16%0.23%0.29%Q4 2014Q3 20168
NorthCrest Asset Manangement, LLC 880.26%0.31%0.38%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.07%0.09%0.10%Q3 2021Q2 20238
West Wealth Group, LLC 880.09%0.14%0.17%Q4 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.01%0.02%0.02%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.01%0.02%0.04%Q3 2021Q3 20238
Activest Wealth Management 620.01%0.04%0.12%Q1 2021Q2 20238
Heritage Investment Group, Inc. 880.08%0.14%0.24%Q4 2021Q3 20238
Level Financial Advisors 880.01%0.02%0.02%Q4 2021Q3 20238
Terra Nova Asset Management LLC 881.21%1.75%2.17%Q1 2015Q4 20168
C2C Wealth Management, LLC 880.07%0.11%0.15%Q4 2021Q3 20238
McAdam, LLC 310.01%0.02%0.02%Q1 2018Q3 20238
North Reef Capital Management LP 883.44%5.82%7.07%Q4 2021Q3 20238
Sovarnum Capital L.P. 310.22%1.18%2.94%Q4 2017Q2 20218
FourThought Financial, LLC 880.01%0.02%0.02%Q4 2020Q3 20228
Keystone Financial Services 880.32%0.38%0.42%Q4 2021Q3 20238
Prentice Wealth Management LLC 530.07%0.11%0.16%Q1 2021Q3 20238
CLARK ESTATES INC/NY 880.64%2.15%3.78%Q2 2018Q1 20208
Neo Ivy Capital Management 320.01%0.39%0.80%Q1 2020Q4 20228
Leith Wheeler Investment Counsel Ltd. 880.14%0.60%1.35%Q1 2022Q4 20238
Lakeside Advisors, INC. 880.27%0.39%0.47%Q4 2021Q3 20238
ACCIDENT COMPENSATION CORP 310.13%0.24%0.55%Q4 2015Q2 20198
PRIVATE CAPITAL MANAGEMENT INC 881.39%1.75%1.96%Q4 2015Q3 20178
Fusion Family Wealth LLC 530.01%0.01%0.02%Q4 2016Q4 20188
YOUSIF CAPITAL MANAGEMENT, LLC 880.32%0.36%0.39%Q4 2021Q3 20238
Cutler Capital Management, LLC 530.08%0.18%0.28%Q2 2013Q1 20178
Connectus Wealth, LLC 880.01%0.06%0.15%Q4 2021Q3 20238
Lingohr Asset Management GmbH 880.46%0.53%0.58%Q4 2016Q3 20188
Willis Johnson & Associates, Inc. 510.02%0.03%0.04%Q1 2021Q3 20238
Ascent Group, LLC 880.04%0.07%0.09%Q4 2021Q3 20238
MATHER GROUP, LLC. 880.00%0.02%0.03%Q4 2021Q3 20238
Mystic Asset Management, Inc. 880.68%0.74%0.81%Q4 2021Q3 20238
Absolute Return Capital, LLC 880.00%0.27%0.50%Q2 2013Q1 20158
HABERER REGISTERED INVESTMENT ADVISOR INC 880.45%0.62%1.16%Q2 2013Q1 20158
Motley Fool Wealth Management, LLC 880.49%0.69%1.48%Q4 2014Q3 20168
Fairhaven Wealth Management, LLC 880.13%0.43%0.54%Q4 2018Q3 20208
B. Metzler seel. Sohn & Co. AG 880.09%0.14%0.28%Q4 2021Q3 20238
Dunvegan Associates, Inc. 880.01%0.03%0.07%Q1 2014Q4 20158
FAGAN ASSOCIATES, INC. 710.05%0.24%0.34%Q2 2015Q2 20218
Quent Capital, LLC 880.01%0.04%0.07%Q4 2021Q3 20238
GFI Investment Counsel Ltd. 880.11%0.41%0.57%Q4 2016Q3 20188
Richwood Investment Advisors, LLC 880.56%0.66%0.74%Q4 2021Q3 20238
Abacus Planning Group, Inc. 510.05%0.12%0.19%Q1 2019Q1 20228
Long Focus Capital Management, LLC 880.19%0.38%0.60%Q4 2021Q3 20238
Golden State Equity Partners 410.12%0.33%0.70%Q4 2020Q3 20238
Forum Financial Management, LP 880.04%0.07%0.10%Q4 2021Q3 20238
Yarbrough Capital, LLC 880.09%0.11%0.12%Q4 2021Q3 20238
Weatherstone Capital Management 880.11%0.19%0.27%Q2 2017Q1 20198
FLC Capital Advisors 530.09%0.17%0.29%Q4 2018Q1 20238
Day & Ennis, LLC 710.15%0.32%0.38%Q4 2015Q2 20188
Redhawk Wealth Advisors, Inc. 510.02%0.19%0.42%Q2 2019Q3 20238
Family CFO Inc 880.04%0.05%0.07%Q4 2021Q3 20238
Ackerman Capital Advisors, LLC 510.08%0.50%1.62%Q2 2017Q4 20198
SOUTH GEORGIA CAPITAL, LLC 880.00%0.03%0.20%Q4 2013Q3 20158
Minneapolis Portfolio Management Group, LLC 620.03%0.05%0.07%Q2 2013Q2 20188
Alpha DNA Investment Management LLC 510.08%0.61%1.35%Q4 2020Q3 20238
Port Capital LLC 880.05%0.14%0.32%Q4 2017Q3 20198
Cladis Investment Advisory, LLC 880.39%0.53%0.65%Q4 2021Q3 20238
L2 Asset Management, LLC 880.19%0.20%0.22%Q4 2021Q3 20238
Y-Intercept (Hong Kong) Ltd 410.12%0.50%1.14%Q4 2020Q3 20238
FIDUCIARY SERVICES CORP/GA 880.88%1.00%1.08%Q2 2013Q1 20158
Schechter Investment Advisors, LLC 880.10%0.13%0.15%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.09%0.10%0.12%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.04%0.06%0.07%Q4 2021Q3 20238
Metis Global Partners, LLC 880.28%0.36%0.53%Q4 2021Q3 20238
Quantamental Technologies LLC 210.13%0.51%1.50%Q1 2019Q1 20238
REGATTA CAPITAL GROUP, LLC 880.11%0.14%0.16%Q4 2021Q3 20238
Holistic Financial Partners 620.14%0.25%0.32%Q4 2017Q4 20198
Empowered Funds, LLC 880.10%0.20%0.29%Q4 2021Q3 20238
Rise Advisors, LLC 880.03%0.04%0.06%Q4 2021Q3 20238
CARL DOMINO INC 880.16%0.24%0.30%Q4 2014Q3 20168
Garrett Wealth Advisory Group, LLC 880.19%0.37%0.50%Q4 2018Q3 20208
FMA ADVISORY INC 710.36%0.65%0.71%Q2 2013Q2 20158
INVESTMENT PARTNERS, LTD. 510.10%0.21%0.31%Q1 2016Q3 20228
MILLER VALUE PARTNERS, LLC 530.01%0.01%0.01%Q3 2018Q3 20218
Watermark Asset Management, Inc. 880.01%0.03%0.07%Q1 2017Q4 20188
Sierra Capital LLC 880.00%0.02%0.03%Q1 2021Q4 20228
Ruane, Cunniff & Goldfarb L.P. 880.00%0.76%2.09%Q1 2018Q4 20198
Byrne Asset Management LLC 880.01%0.02%0.03%Q4 2021Q3 20238
Close Asset Management Ltd 710.00%0.01%0.02%Q1 2017Q1 20198
EMERALD ADVISERS, LLC 880.07%0.09%0.10%Q2 2013Q1 20158
LGT Group Foundation 880.05%0.06%0.08%Q4 2021Q3 20238
Retirement Planning Co of New England, Inc. 880.51%0.61%0.82%Q4 2021Q3 20238
Blackhawk Capital Partners LLC. 530.04%0.79%1.68%Q4 2017Q3 20238
Ranch Capital Advisors Inc. 880.00%0.00%0.02%Q4 2019Q3 20218
HB Wealth Management, LLC 880.03%0.03%0.04%Q4 2021Q3 20238
PURSUE WEALTH PARTNERS LLC 880.20%0.58%2.41%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.03%0.04%0.07%Q4 2021Q3 20238
Venturi Wealth Management, LLC 440.00%0.84%1.79%Q4 2015Q3 20238
NBW CAPITAL LLC 770.57%0.97%1.12%Q1 2022Q3 20237
CAPITAL ONE FINANCIAL CORP 770.03%0.06%0.10%Q1 2020Q3 20217
Agate Pass Investment Management, LLC 610.12%0.20%0.27%Q4 2021Q4 20237
Mach-1 Financial Group, LLC 610.00%0.54%1.42%Q4 2021Q3 20237
Fund Management at Engine No. 1 LLC 770.33%0.39%0.43%Q1 2022Q3 20237
GREENHAVEN ASSOCIATES INC 610.09%0.94%1.25%Q1 2014Q1 20167
Atria Wealth Solutions, Inc. 770.04%0.05%0.06%Q1 2022Q3 20237
Veritas Investment Partners (UK) Ltd. 770.00%0.00%0.00%Q1 2022Q3 20237
Li Winifred I 770.74%0.87%0.98%Q2 2013Q4 20147
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 410.01%0.02%0.06%Q2 2016Q2 20197
EAGLE ROCK INVESTMENT COMPANY, LLC 770.33%0.44%0.80%Q4 2021Q2 20237
Machina Capital S.A.S. 210.25%0.72%1.21%Q1 2019Q1 20237
NEW AMSTERDAM PARTNERS LLC/NY 770.19%0.29%0.75%Q2 2013Q4 20147
PORTLAND INVESTMENT COUNSEL INC. 410.23%4.20%10.26%Q2 2013Q3 20167
Foster Victor Wealth Advisors, LLC 770.39%0.50%0.58%Q4 2018Q2 20207
JGP Wealth Management, LLC 770.08%0.12%0.16%Q2 2018Q4 20197
SIMMONS FIRST TRUST CO NA 770.10%0.37%0.48%Q2 2014Q4 20157
Majedie Asset Management Ltd 770.33%0.81%1.28%Q2 2018Q4 20197
Phoenix Wealth Advisors 520.15%0.21%0.26%Q4 2020Q3 20227
GRATRY & Co LLC 770.11%0.21%0.28%Q2 2013Q4 20147
SJS Investment Consulting Inc. 520.01%0.02%0.02%Q4 2021Q3 20237
CUTLER INVESTMENT COUNSEL LLC 770.05%0.05%0.05%Q1 2022Q3 20237
TWINBEECH CAPITAL LP 210.01%0.58%1.26%Q3 2020Q3 20237
Lebenthal Holdings,LLC 770.54%0.79%1.20%Q4 2014Q2 20167
Duquesne Family Office 211.21%3.48%6.36%Q4 2014Q2 20207
ORSER CAPITAL MANAGEMENT, LLC 520.20%0.41%1.18%Q4 2017Q4 20197
REDWOOD CAPITAL MANAGEMENT, LLC 520.37%4.40%10.20%Q1 2018Q3 20217
Delek Group, Ltd. 770.00%0.38%1.11%Q4 2017Q2 20197
Cottage Street Advisors LLC 770.53%0.74%1.00%Q4 2015Q2 20177
THIRD AVENUE MANAGEMENT LLC 770.01%0.05%0.08%Q3 2014Q1 20167
Beacon Capital Management, LLC 770.02%0.02%0.02%Q1 2022Q3 20237
Delos Wealth Advisors, LLC 520.00%0.01%0.01%Q4 2021Q3 20237
WEST CHESTER CAPITAL ADVISORS, INC 770.22%0.35%0.54%Q2 2013Q4 20147
Athena Investment Management 770.16%0.29%0.35%Q1 2022Q3 20237
Hudson Capital Management LLC 770.14%0.54%0.89%Q4 2017Q2 20197
Jackson Wealth Management, LLC 770.40%0.97%1.25%Q4 2014Q2 20167
Cyrus J. Lawrence, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Bank of New Hampshire 770.01%0.01%0.02%Q1 2022Q3 20237
FOUNDERS BANK & TRUST 770.20%0.37%0.48%Q2 2013Q4 20147
Placemark Investments, Inc. 770.62%0.65%0.70%Q2 2013Q4 20147
Telemetry Investments, L.L.C. 520.22%0.58%0.90%Q2 2019Q4 20217
BUCKINGHAM STRATEGIC PARTNERS, LLC 770.01%0.03%0.05%Q1 2022Q3 20237
Inlet Private Wealth, LLC 770.14%0.35%0.58%Q4 2018Q2 20207
Pinnacle Wealth Management Group, Inc. 770.27%0.40%0.45%Q2 2021Q4 20227
Pearl River Capital, LLC 210.03%0.32%0.68%Q4 2018Q2 20237
TPB WEALTH ADVISORS 770.09%0.12%0.18%Q2 2021Q4 20227
NICOLA WEALTH MANAGEMENT LTD. 770.24%0.50%0.88%Q1 2018Q3 20197
BREITER CAPITAL MANAGEMENT INC 430.27%0.51%0.96%Q2 2018Q1 20207
Edge Advisors, LLC 770.17%0.42%0.93%Q4 2016Q2 20187
Cornerstone Financial Partners, LLC 770.08%0.31%0.78%Q4 2015Q2 20177
STALEY CAPITAL ADVISERS INC 410.02%0.03%0.03%Q4 2013Q4 20157
TRILOGY GLOBAL ADVISORS LP 770.02%0.50%1.02%Q2 2013Q4 20147
Landsberg, Bennett, & Dubbaneh LLC 430.04%0.07%0.09%Q1 2019Q2 20217
Vise Technologies, Inc. 770.10%0.24%0.37%Q1 2022Q3 20237
MACRO Consulting Group 770.77%1.19%1.48%Q4 2018Q2 20207
Physician Wealth Advisors, Inc. 770.06%0.08%0.09%Q1 2022Q3 20237
CAPITAL GROWTH MANAGEMENT LP 410.04%0.82%1.59%Q1 2014Q3 20227
ASSET MANAGEMENT CORP /IL/ /ADV 610.09%0.14%0.22%Q4 2019Q1 20227
Cerebellum GP, LLC 410.09%0.19%0.29%Q4 2017Q2 20207
Axiom Investment Management LLC 410.07%0.62%1.01%Q4 2018Q3 20227
Charter Oak Capital Management, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
Perella Weinberg Partners Capital Management LP 310.05%0.39%1.07%Q2 2013Q4 20167
RELIANCE TRUST CO 772.48%3.34%4.86%Q2 2013Q4 20147
Alphinity Investment Management Pty Ltd 520.22%1.16%3.49%Q3 2018Q1 20237
PCJ Investment Counsel Ltd. 410.04%0.41%1.44%Q1 2016Q3 20237
Cunning Capital Partners, LP 770.98%1.09%1.23%Q1 2022Q3 20237
Hennion & Walsh Asset Management, Inc. 770.03%0.04%0.04%Q1 2022Q3 20237
ANDERSON HOAGLAND & CO 510.11%0.15%0.19%Q2 2016Q2 20187
Merit Financial Group, LLC 770.02%0.08%0.11%Q1 2022Q3 20237
Garner Asset Management Corp 770.18%0.21%0.26%Q2 2017Q4 20187
COLUMBIA CAPITAL LLC 770.88%2.06%3.24%Q2 2013Q4 20147
Broderick Brian C 770.01%0.01%0.01%Q1 2014Q3 20157
Zions Trust, National Association 770.57%0.67%0.78%Q2 2013Q4 20147
Tesco Pension Investment Ltd 770.70%2.67%3.72%Q4 2016Q2 20187
Teton Capital Partners 772.00%6.78%11.24%Q2 2020Q4 20217
DINSMORE CAPITAL MANAGEMENT CO/NJ 770.20%0.43%0.50%Q1 2014Q3 20157
FIELDPOINT PRIVATE ADVISORS, INC 770.22%0.39%0.56%Q2 2013Q4 20147
Bernicke Wealth Management, Ltd. 770.18%0.62%0.85%Q4 2015Q2 20177
Reliant Investment Management, LLC 510.12%0.43%1.91%Q4 2017Q1 20227
FIRST NEW YORK SECURITIES LLC /NY 310.00%0.04%0.10%Q2 2014Q3 20167
Cinctive Capital Management LP 510.18%0.48%1.10%Q3 2021Q3 20237
Total Clarity Wealth Management, Inc. 210.00%0.06%0.21%Q4 2019Q3 20237
Kames Capital Management Ltd 770.54%1.78%3.76%Q2 2013Q4 20147
PDT Partners, LLC 210.04%0.61%1.40%Q2 2013Q2 20237
Apella Capital, LLC 430.05%0.09%0.17%Q1 2022Q4 20237
FirstPurpose Wealth LLC 520.14%0.17%0.24%Q4 2021Q3 20237
Gary Goldberg Planning Services Inc 770.00%0.01%0.02%Q2 2013Q4 20147
AMERICAN ASSET MANAGEMENT INC. 410.01%0.13%0.28%Q3 2014Q1 20197
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 211.83%4.57%7.52%Q3 2014Q3 20197
Western Asset Management Company, LLC 410.06%0.83%3.16%Q3 2016Q4 20207
QCM Cayman, Ltd. 110.10%0.22%0.55%Q3 2013Q1 20177
MONECO Advisors, LLC 610.08%0.09%0.12%Q4 2021Q3 20237
Parisi Gray Wealth Management 610.00%0.15%0.24%Q4 2017Q2 20217
BTG Pactual Global Asset Management Ltd 110.12%0.38%0.88%Q3 2013Q4 20207
Ergoteles LLC 770.01%0.37%1.67%Q4 2021Q2 20237
LGL PARTNERS, LLC 770.23%0.27%0.30%Q4 2015Q2 20177
Houlihan Financial Resource Group, Ltd. 310.10%0.15%0.27%Q4 2019Q3 20237
NEW ENGLAND SECURITIES CORP /MA/ 770.12%0.38%0.57%Q2 2013Q4 20147
CFS, LLC 770.17%0.21%0.39%Q2 2013Q4 20147
Arlington Value Capital 771.24%3.42%6.24%Q2 2016Q4 20177
Yorktown Management & Research Co Inc 770.38%0.50%0.65%Q4 2016Q2 20187
Aston Asset Management, LLC 770.92%1.35%1.74%Q4 2014Q2 20167
WCG Wealth Advisors LLC 660.02%0.20%0.29%Q2 2022Q3 20237
Harrington Investments, INC 410.18%0.18%0.21%Q4 2017Q4 20197
Signet Investment Advisory Group, Inc. 520.38%1.16%1.60%Q4 2018Q1 20217
Chemistry Wealth Management LLC 770.38%0.53%0.66%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.04%0.05%0.06%Q4 2021Q3 20237
COUNTRY CLUB BANK /GFN 770.11%0.16%0.25%Q1 2022Q3 20237
SHAPIRO ROBERT N 770.64%0.70%0.76%Q2 2013Q4 20147
Stack Financial Management, Inc 771.50%1.56%1.61%Q2 2013Q4 20147
Castleview Partners, LLC 510.00%0.04%0.28%Q1 2018Q3 20237
Eisler Capital (UK) Ltd. 330.24%2.88%14.06%Q1 2023Q3 20237
Leonard Rickey Investment Advisors P.L.L.C. 310.08%0.13%0.17%Q4 2017Q1 20227
ARGUS INVESTORS' COUNSEL, INC. 770.55%0.65%0.77%Q1 2022Q3 20237
Lombard Odier Transatlantic Ltd 770.08%0.16%0.37%Q4 2014Q2 20167
Atom Investors LP 310.11%0.26%0.64%Q2 2019Q3 20237
Ardevora Asset Management LLP 770.87%1.09%1.53%Q1 2022Q3 20237
GIRARD SECURITIES, INC. 770.21%0.32%0.41%Q4 2015Q2 20177
GERMAN AMERICAN BANCORP, INC. 770.06%0.07%0.10%Q2 2018Q4 20197
Halpern Financial, Inc. 610.00%0.01%0.01%Q2 2020Q2 20227
UNIONVIEW, LLC 770.21%0.27%0.30%Q4 2021Q2 20237
DDD Partners, LLC 771.06%1.43%2.74%Q4 2017Q2 20197
FIRST CITIZENS BANCORPORATION INC 771.03%1.13%1.30%Q2 2013Q4 20147
Financial Connections Group, Inc. 770.01%0.02%0.04%Q4 2021Q2 20237
JOSH ARNOLD INVESTMENT CONSULTANT, LLC 430.25%0.28%0.32%Q4 2021Q3 20237
HighVista Strategies LLC 520.07%0.15%0.35%Q2 2017Q2 20197
Pinnacle Holdings, LLC 410.02%0.03%0.04%Q3 2021Q3 20237
Huber Capital Management LLC 770.61%0.75%0.90%Q4 2016Q2 20187
Boston Common Asset Management, LLC 770.02%0.03%0.03%Q2 2021Q4 20227
AVALON CAPITAL MANAGEMENT 770.11%0.13%0.17%Q3 2021Q1 20237
ICC CAPITAL MANAGEMENT INC/ 770.01%0.57%1.04%Q2 2013Q4 20147
Consulta Ltd 512.89%5.32%7.52%Q1 2016Q1 20207
Tower View Wealth Management LLC 770.01%0.01%0.01%Q3 2021Q1 20237
Pinnacle Advisory Group, Inc. 610.02%0.03%0.04%Q1 2016Q1 20187
Dominick & Dominick LLC 770.28%0.39%0.45%Q2 2013Q4 20147
Charles Schwab Investment Advisory, Inc. 770.53%0.58%0.63%Q2 2018Q4 20197
BIEGEL & WALLER LLC 430.13%0.16%0.20%Q4 2016Q3 20187
WealthPlan Investment Management, LLC 610.08%0.15%0.31%Q1 2022Q4 20237
Lombard Odier Asset Management (USA) Corp 310.07%0.13%0.22%Q2 2017Q2 20237
Highmount Capital, LLC 610.05%0.08%0.10%Q3 2013Q2 20157
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 770.00%0.00%0.00%Q3 2015Q1 20177
Gabalex Capital Management LLC 772.33%5.06%6.27%Q1 2015Q3 20167
Leonard Capital Management, Inc. 770.93%1.13%1.24%Q2 2013Q4 20147
Autonomy Capital (Jersey) L.P. 770.18%0.49%0.74%Q2 2013Q4 20147
RobecoSam USA, Inc. 770.39%0.43%0.49%Q2 2013Q4 20147
BlueMar Capital Management, LLC 610.42%1.78%3.03%Q1 2016Q1 20197
Intrua Financial, LLC 770.08%0.10%0.13%Q3 2021Q1 20237
RETIREMENT DESIGN & MANAGEMENT INC /ADV 770.16%0.22%0.27%Q4 2014Q2 20167
OLD MISSION CAPITAL LLC 210.00%0.02%0.06%Q3 2017Q3 20227
OneAscent Financial Services LLC 210.11%0.28%0.80%Q2 2019Q3 20237
Thornmark Asset Management Inc. 771.82%2.25%4.41%Q2 2013Q4 20147
Rockbridge Investment Management, LCC 770.03%0.03%0.04%Q2 2020Q4 20217
BlackDiamond Wealth Management, LLC 770.24%0.26%0.30%Q4 2021Q2 20237
Private Wealth Group, LLC 770.54%0.98%1.26%Q1 2022Q3 20237
State of Wyoming 610.02%0.26%0.53%Q1 2021Q3 20237
BECK CAPITAL MANAGEMENT, LLC 770.12%0.17%0.21%Q2 2014Q4 20157
SCHARF INVESTMENTS, LLC 771.91%2.47%4.20%Q4 2018Q2 20207
HAZLETT, BURT & WATSON, INC. 770.12%0.14%0.16%Q1 2022Q3 20237
DUALITY ADVISERS, LP 210.09%0.23%0.53%Q3 2019Q1 20237
AIGEN INVESTMENT MANAGEMENT, LP 210.06%0.71%2.10%Q4 2019Q3 20237
Aristotle Pacific Capital, LLC 660.80%1.58%2.37%Q4 2020Q1 20226
ELEMENT CAPITAL MANAGEMENT LLC 310.01%2.35%9.03%Q4 2015Q2 20186
FNY Managed Accounts LLC 310.00%0.52%1.61%Q2 2015Q1 20186
Peterson Financial Group, Inc. 660.46%1.00%1.55%Q4 2021Q1 20236
Paragon Capital Management Ltd 310.02%0.23%0.40%Q1 2017Q4 20216
Raleigh Capital Management Inc. 510.03%0.10%0.12%Q4 2021Q3 20236
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 510.08%0.14%0.21%Q4 2018Q4 20206
1919 Investment Counsel, LLC 661.18%1.31%1.42%Q2 2013Q3 20146
Northwest Bancshares, Inc. 660.09%0.12%0.15%Q4 2017Q1 20196
Angeles Investment Advisors, LLC 310.02%0.06%0.22%Q1 2019Q3 20236
LAU ASSOCIATES LLC 660.14%0.24%0.54%Q3 2018Q4 20196
D.B. Root & Company, LLC 660.37%0.48%0.72%Q4 2017Q1 20196
SCHNEIDER CAPITAL MANAGEMENT CORP 661.76%2.58%3.38%Q2 2017Q3 20186
Pathway Financial Advisors LLC 330.06%0.09%0.12%Q4 2017Q4 20196
FORT PITT CAPITAL GROUP INC 660.04%0.05%0.05%Q2 2014Q3 20156
McAdams Wright Ragen, Inc. 660.57%0.61%0.65%Q2 2013Q3 20146
First Allied Asset Management, Inc. 420.74%0.85%1.02%Q2 2013Q1 20156
Braun-Bostich & Associates Inc. 660.01%0.01%0.02%Q4 2017Q1 20196
READYSTATE ASSET MANAGEMENT LP 110.02%0.17%0.38%Q1 2023Q3 20236
Kerrisdale Advisers, LLC 660.94%1.13%1.59%Q2 2022Q3 20236
MARK ASSET MANAGEMENT LP 320.19%0.69%1.26%Q3 2019Q1 20236
Czech National Bank 660.42%0.45%0.51%Q3 2022Q4 20236
Callodine Capital Management, LP 661.66%3.57%4.38%Q2 2020Q3 20216
Atlas Private Wealth Advisors 660.01%0.02%0.05%Q2 2020Q3 20216
CHASE INVESTMENT COUNSEL CORP 510.10%0.42%1.89%Q3 2013Q2 20166
Stifel Trust Company, N.A. 661.23%1.36%1.45%Q2 2013Q3 20146
O'Dell Group, LLC 510.03%0.04%0.05%Q3 2021Q2 20236
Wealth Advisors of Tampa Bay, LLC 661.82%2.18%2.49%Q4 2017Q1 20196
Eliot Finkel Investment Counsel, LLC 663.95%4.22%4.77%Q3 2016Q4 20176
Glovista Investments LLC 660.11%0.14%0.19%Q2 2017Q3 20186
McClarren Financial Advisors, Inc. 420.00%0.01%0.02%Q4 2021Q3 20236
LifeSteps Financial, Inc. 410.16%0.47%0.62%Q4 2019Q3 20236
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 220.03%0.16%0.54%Q2 2018Q2 20236
Johnson Financial Group, LLC 660.36%0.49%0.68%Q4 2016Q1 20186
Wood Investment Counsel LLC 660.84%1.08%1.25%Q2 2013Q3 20146
Spartan Fund Management Inc. 660.03%0.06%0.11%Q2 2022Q3 20236
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.03%0.07%0.11%Q2 2015Q3 20166
MEMBERS CAPITAL ADVISORS INC 510.80%0.97%1.08%Q4 2019Q3 20216
ICA Group Wealth Management, LLC 660.05%0.37%0.54%Q1 2022Q2 20236
HUDSON EDGE INVESTMENT PARTNERS INC. 310.01%1.46%2.01%Q2 2013Q1 20206
Kernodle & Katon Asset Management Group, LLC 660.02%0.03%0.04%Q4 2015Q1 20176
Zweig-DiMenna Associates LLC 310.24%0.53%0.75%Q3 2016Q3 20216
First Capital Advisors Group, LLC. 310.03%0.33%0.63%Q4 2017Q2 20236
Capitolis Advisors LLC 330.01%0.67%1.62%Q4 2020Q2 20226
Intelligence Driven Advisers, LLC 510.04%0.04%0.05%Q4 2021Q3 20236
FIC CAPITAL INC 510.31%1.07%1.47%Q2 2013Q3 20176
HERITAGE WEALTH MANAGEMENT, LLC 420.16%0.19%0.22%Q2 2021Q4 20226
Coston, McIsaac & Partners 660.00%0.00%0.01%Q2 2022Q3 20236
MACROVIEW INVESTMENT MANAGEMENT LLC 210.00%0.03%0.08%Q3 2014Q3 20236
Worth Asset Management, LLC 660.02%0.03%0.03%Q1 2022Q2 20236
Schubert & Co 660.01%0.01%0.01%Q4 2021Q1 20236
INTECH INVESTMENT MANAGEMENT LLC 660.20%0.38%0.66%Q2 2022Q3 20236
Enlightenment Research, LLC 210.47%1.16%2.08%Q3 2019Q2 20226
Pensionfund Sabic 660.00%1.41%1.92%Q1 2015Q2 20166
Worth Venture Partners, LLC 510.21%0.42%1.10%Q4 2016Q1 20226
STEADFAST CAPITAL MANAGEMENT LP 550.76%2.84%5.17%Q1 2016Q1 20176
TBP ADVISORS LTD 660.27%0.30%0.38%Q2 2013Q3 20146
Curated Wealth Partners LLC 420.04%0.09%0.14%Q2 2021Q1 20236
Hi-Line Capital Management, LLC 663.25%3.48%3.79%Q4 2018Q1 20206
HOURGLASS CAPITAL, LLC 310.05%0.06%0.07%Q4 2016Q3 20236
Knott David M Jr 660.01%0.01%0.01%Q2 2022Q3 20236
MUNDER CAPITAL MANAGEMENT 660.04%0.06%0.07%Q2 2013Q3 20146
SPOT TRADING L.L.C. 220.03%0.05%0.08%Q2 2017Q3 20176
Charles Schwab Trust Co 420.06%0.22%0.46%Q3 2019Q1 20216
Colony Family Offices, LLC 420.14%0.21%0.31%Q4 2020Q1 20236
MOODY ALDRICH PARTNERS LLC 660.28%0.32%0.35%Q2 2021Q3 20226
SEI TRUST CO 660.19%0.21%0.23%Q2 2013Q3 20146
Banyan Partners, LLC 661.05%1.64%1.91%Q2 2013Q3 20146
Centric Wealth Management 210.01%0.11%0.22%Q4 2018Q1 20216
HORIZON FINANCIAL SERVICES, LLC 660.00%0.00%0.00%Q3 2020Q4 20216
Greenspring Advisors, LLC 660.06%0.07%0.09%Q4 2021Q1 20236
Joseph R. Weiss, LLC 518.25%14.60%23.67%Q1 2018Q3 20196
Rings Capital Management 661.50%5.26%7.50%Q4 2018Q1 20206
One Fin Capital Management LP 514.88%6.36%8.26%Q2 2020Q4 20216
Sonic Fund II, L.P. 660.70%3.73%7.64%Q2 2020Q3 20216
PDS Planning, Inc 420.04%0.04%0.05%Q4 2021Q3 20236
FORESTERS ASSET MANAGEMENT INC. 660.15%0.95%2.19%Q2 2016Q3 20176
CHEMICAL BANK 310.03%0.04%0.06%Q4 2015Q1 20186
Wambolt & Associates, LLC 660.27%0.36%0.43%Q4 2018Q1 20206
Stamos Capital Partners, L.P. 661.28%2.11%2.63%Q1 2020Q2 20216
Canton Hathaway, LLC 420.01%0.01%0.01%Q3 2018Q2 20226
Allred Capital Management, LLC 510.06%0.35%0.54%Q4 2018Q1 20216
Blue Trust, Inc. 660.01%0.02%0.02%Q2 2022Q3 20236
Commonwealth Financial Services, LLC 660.17%0.38%1.06%Q4 2015Q1 20176
Claraphi Advisory Network, LLC 310.00%0.18%0.33%Q1 2018Q3 20216
CANTOR FITZGERALD, L. P. 660.35%0.40%0.44%Q2 2022Q3 20236
MIZUHO SECURITIES USA LLC 310.04%2.07%6.36%Q2 2015Q4 20176
Taylor Wealth Management Partners 660.00%0.02%0.05%Q2 2015Q3 20166
PRICE MICHAEL F 660.09%0.88%1.14%Q4 2020Q1 20226
Antonetti Capital Management LLC 660.00%0.01%0.02%Q2 2013Q3 20146
Ironsides Asset Advisors, LLC 510.06%0.10%0.13%Q2 2014Q4 20166
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ 660.52%0.59%0.73%Q2 2014Q3 20156
TFO Wealth Partners, LLC 410.00%0.00%0.01%Q3 2021Q3 20236
Gordian Capital Singapore Pte Ltd 660.32%0.49%0.77%Q2 2022Q3 20236
Advanced Asset Management Advisors Inc 660.88%1.06%1.19%Q4 2017Q1 20196
DT Investment Partners, LLC 510.00%0.03%0.12%Q2 2020Q3 20236
Azimuth Capital Investment Management LLC 660.07%0.09%0.11%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.04%0.05%0.06%Q4 2020Q1 20226
Industrial Alliance Investment Management Inc. 660.00%0.00%0.02%Q4 2021Q1 20236
Lebenthal Global Advisors, LLC 420.18%0.27%0.35%Q4 2021Q3 20236
MCDANIEL TERRY & CO 330.03%0.05%0.06%Q1 2022Q3 20236
GRUBER & MCBAINE CAPITAL MANAGEMENT LLC 660.20%0.46%1.12%Q2 2013Q3 20146
Long Pond Capital 662.31%2.73%3.27%Q3 2016Q4 20176
Pensionmark Financial Group, LLC 420.06%0.11%0.33%Q2 2019Q3 20216
ADVISORY RESEARCH INC 410.00%0.20%0.42%Q1 2014Q4 20176
Biltmore Capital Advisors LLC 330.04%0.19%0.36%Q1 2019Q4 20216
Beach Investment Management, LLC. 660.38%2.09%3.54%Q2 2013Q3 20146
Naviter Wealth, LLC 660.37%0.41%0.46%Q2 2022Q3 20236
Personal Wealth Partners 510.02%0.29%0.50%Q4 2018Q2 20216
QUATTRO FINANCIAL ADVISORS LLC 510.02%0.20%0.65%Q1 2017Q1 20226
Itau USA Asset Management Inc. 660.11%0.15%0.18%Q2 2013Q3 20146
KMS FINANCIAL SERVICES, INC 660.19%0.47%0.62%Q2 2013Q3 20146
Athanor Capital, LP 420.01%0.05%0.13%Q3 2019Q1 20216
HHG & Company, LLC 510.07%0.27%0.36%Q1 2014Q1 20166
Meritage Group LP 210.12%0.47%0.77%Q2 2015Q4 20166
Blueprint Investment Partners LLC 330.11%0.14%0.16%Q3 2021Q1 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.22%0.24%0.26%Q2 2022Q3 20236
CTC LLC 510.00%0.01%0.01%Q1 2022Q3 20236
Virtus Investment Advisers, Inc. 660.11%0.57%0.72%Q3 2016Q4 20176
Matarin Capital Management, LLC 310.20%0.41%0.73%Q2 2013Q2 20156
ASB Consultores, LLC 660.10%0.15%0.20%Q2 2022Q3 20236
HoldCo Asset Management, LP 660.54%17.10%21.49%Q4 2020Q1 20226
Everhart Financial Group, Inc. 330.10%0.16%0.23%Q1 2022Q3 20236
Rice Partnership, LLC 420.17%0.24%0.31%Q4 2017Q4 20196
CHARTER RESEARCH & INVESTMENT GROUP, INC. 422.34%2.64%3.02%Q4 2015Q1 20186
AAFMAA Wealth Management & Trust LLC 660.39%0.68%1.91%Q4 2020Q1 20226
Marketfield Asset Management LLC 661.02%1.62%2.32%Q1 2014Q2 20156
Clal Insurance Enterprises Holdings Ltd 310.01%0.15%0.51%Q2 2019Q4 20226
NewEdge Wealth, LLC 660.46%0.57%0.70%Q2 2022Q3 20236
HYA Advisors, Inc 660.12%0.14%0.15%Q1 2021Q2 20226
GAM SYSTEMATIC LLP 410.02%0.10%0.22%Q4 2014Q3 20176
FSB PREMIER WEALTH MANAGEMENT, INC. 510.06%0.16%0.24%Q4 2021Q3 20236
ANTIPODES PARTNERS Ltd 421.64%2.81%3.94%Q4 2020Q4 20226
Lowe Wealth Advisors, LLC 310.00%0.00%0.01%Q2 2016Q1 20236
Laird Norton Wetherby Trust Company, LLC 660.05%0.07%0.08%Q4 2020Q1 20226
HBW ADVISORY SERVICES LLC 510.06%0.08%0.12%Q4 2019Q1 20226
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.80%0.92%1.13%Q2 2013Q3 20146
WestEnd Advisors, LLC 510.00%0.42%0.69%Q3 2019Q2 20226
PFG Private Wealth Management, LLC 660.00%0.00%0.00%Q4 2021Q1 20236
SADOFF INVESTMENT MANAGEMENT LLC 510.02%0.03%0.03%Q2 2015Q4 20186
QUALCOMM INC/DE 660.40%0.67%0.83%Q2 2013Q3 20146
COMMUNITY BANK SYSTEM, INC. 660.20%0.23%0.27%Q2 2013Q3 20146
New Millennium Group LLC 660.31%0.36%0.48%Q2 2022Q3 20236
Jump Financial, LLC 410.03%0.20%0.34%Q3 2020Q1 20236
JOURNEY STRATEGIC WEALTH LLC 660.04%0.06%0.08%Q4 2021Q1 20236
Atlas Private Wealth Management, LLC 660.02%0.03%0.05%Q4 2019Q1 20216
SIPHRON CAPITAL MANAGEMENT /CA/ 663.05%3.32%3.53%Q2 2013Q3 20146
Defender Capital, LLC. 510.08%0.08%0.09%Q1 2022Q3 20236
INDEPENDENT INVESTORS INC 660.56%0.60%0.65%Q1 2016Q2 20176
First National Advisers, LLC 660.45%0.60%0.73%Q2 2022Q3 20236
Crake Asset Management LLP 661.97%4.20%7.57%Q1 2021Q2 20226
NewFocus Financial Group, LLC 550.89%1.21%1.36%Q3 2015Q3 20165
Wilmington Trust Investment Management, LLC 550.42%0.64%0.80%Q2 2013Q2 20145
SAMLYN CAPITAL, LLC 310.54%1.25%2.50%Q4 2017Q1 20225
ADVISOR PARTNERS II, LLC 550.24%0.28%0.31%Q3 2022Q3 20235
Colonial Trust Co / SC 550.02%0.03%0.03%Q3 2022Q3 20235
F3Logic, LLC 310.02%0.12%0.20%Q1 2019Q4 20225
SMITH CAPITAL MANAGEMENT INC /AR/ADV 550.17%0.22%0.25%Q4 2018Q4 20195
WealthSpring Partners, LLC 550.26%0.33%0.39%Q3 2022Q3 20235
LAKEWOOD CAPITAL MANAGEMENT, LP 410.57%0.99%1.55%Q2 2019Q1 20215
B.O.S.S. Retirement Advisors, LLC 550.29%0.48%0.83%Q4 2022Q4 20235
ARISTOTLE FUND, L.P. 557.02%14.86%17.43%Q2 2016Q2 20175
Baron Wealth Management LLC 550.15%0.17%0.18%Q4 2022Q4 20235
Signature Wealth Management Group 410.02%0.22%1.02%Q4 2017Q1 20205
Palisades Investment Partners, LLC 553.24%3.38%3.57%Q2 2013Q2 20145
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Optimal Asset Management, Inc. 550.05%0.12%0.17%Q3 2020Q3 20215
WFA Asset Management Corp 410.00%0.03%0.04%Q1 2022Q3 20235
VALLEY NATIONAL BANCORP 550.47%0.76%1.58%Q4 2013Q4 20145
COZAD ASSET MANAGEMENT INC 550.06%0.07%0.10%Q4 2018Q4 20195
Jeereddi Investments, LP 550.22%0.26%0.29%Q3 2020Q3 20215
Long Wharf Investors, Inc. 550.27%0.28%0.30%Q2 2013Q2 20145
Sapphire Star Partners LP 551.81%2.49%3.38%Q4 2015Q4 20165
WELD CAPITAL MANAGEMENT LLC 210.11%0.22%0.36%Q4 2018Q1 20215
LILLEY & CO 551.39%1.64%1.95%Q2 2013Q2 20145
Elm Ridge Management, LLC 552.25%3.12%4.36%Q3 2020Q3 20215
AlphaOne Investment Services, LLC 410.01%0.21%0.55%Q3 2017Q1 20195
FinTrust Investment Advisory Services, LLC 320.33%0.44%0.64%Q2 2013Q1 20185
FIRST HORIZON CORP 410.01%0.10%0.46%Q2 2013Q2 20215
COWEN INC. 220.00%0.06%0.16%Q1 2013Q1 20185
Bridgefront Capital, LLC 410.27%0.54%0.92%Q2 2021Q1 20235
LUPO SECURITIES, LLC 440.00%0.25%0.56%Q4 2014Q3 20155
Grosvenor Holdings, L.L.C. 551.02%1.25%1.50%Q2 2018Q2 20195
Park Avenue Institutional Advisers LLC 551.18%1.33%1.43%Q2 2015Q2 20165
Gupta Wealth Management LLC 550.40%0.68%0.96%Q1 2015Q1 20165
HALSEY ASSOCIATES INC/CT 210.04%0.08%0.10%Q4 2017Q3 20195
Beacon Pointe Wealth Advisors, LLC 550.20%0.28%0.39%Q4 2018Q4 20195
LITTLE HOUSE CAPITAL LLC 551.00%1.36%1.88%Q4 2018Q4 20195
Fore Capital, LLC 220.02%1.00%2.34%Q4 2017Q3 20195
Lebenthal Asset Management, LLC 551.06%1.48%2.52%Q1 2016Q1 20175
Andesa Financial Management Inc. 550.21%0.30%0.35%Q4 2018Q4 20195
Global Financial Private Capital, Inc 550.01%0.03%0.04%Q3 2017Q3 20185
Asset Advisors Investment Management, LLC 410.00%0.15%0.30%Q3 2018Q2 20205
AIA Investment Management Private Ltd 550.00%0.00%0.01%Q3 2019Q3 20205
Credit Capital Investments LLC 552.54%2.91%3.53%Q2 2020Q2 20215
Redwood Investment Management, LLC 550.04%0.14%0.21%Q2 2021Q2 20225
Strategic Investment Advisors / MI 550.11%0.15%0.20%Q3 2022Q3 20235
Flaharty Asset Management, LLC 410.02%0.11%0.17%Q2 2017Q3 20235
CASTLEARK MANAGEMENT LLC 550.24%0.28%0.30%Q4 2021Q4 20225
McNamara Financial Services, Inc. 550.36%1.53%2.50%Q4 2014Q4 20155
Narus Financial Partners, LLC 320.11%0.12%0.14%Q2 2022Q3 20235
Apexium Financial, LP 550.35%0.40%0.48%Q3 2022Q3 20235
CRA Financial Services, LLC 550.13%0.19%0.25%Q4 2018Q4 20195
BB&T INVESTMENT SERVICES, INC. 550.10%0.15%0.19%Q4 2016Q4 20175
TrinityPoint Wealth, LLC 410.05%0.17%0.21%Q2 2021Q4 20225
Arthur Zaske & Associates, LLC 550.34%0.47%0.56%Q4 2016Q4 20175
WILMINGTON TRUST CO 550.33%0.37%0.41%Q2 2013Q2 20145
VeraBank, N.A. 550.31%0.86%1.74%Q4 2018Q4 20195
WEXFORD CAPITAL LP 210.02%0.61%1.44%Q2 2013Q1 20185
Lumbard & Kellner, LLC 550.15%0.18%0.22%Q4 2020Q4 20215
Miramar Capital, LLC 550.13%0.28%0.47%Q4 2018Q4 20195
Lehman & Derafelo Financial Resources LLC 550.11%0.13%0.17%Q4 2018Q4 20195
PROFFITT & GOODSON INC 550.00%0.00%0.00%Q2 2020Q2 20215
Winslow Capital Management, LLC 310.00%0.84%1.15%Q2 2013Q1 20175
HANSEATIC MANAGEMENT SERVICES INC 410.63%0.89%1.04%Q2 2014Q1 20225
PARK PRESIDIO CAPITAL LLC 552.03%6.59%9.42%Q2 2017Q2 20185
SECOR Capital Advisors, LP 210.04%0.28%0.76%Q4 2016Q3 20185
Gruss Capital Management LP 333.64%4.36%5.66%Q3 2016Q1 20175
ARVEST TRUST CO N A 551.24%1.30%1.35%Q2 2013Q2 20145
INVESTORS TRUST INC 550.04%0.11%0.17%Q2 2013Q2 20145
Arkfeld Wealth Strategies, L.L.C. 551.90%2.35%2.80%Q1 2020Q1 20215
Tibra Equities Europe Ltd 410.46%1.06%1.49%Q3 2018Q4 20195
Horan Capital Advisors, LLC. 210.01%0.02%0.03%Q3 2017Q3 20205
Belmont Capital, LLC 550.02%0.04%0.11%Q3 2022Q3 20235
Tuttle Capital Management, LLC 410.08%0.85%2.27%Q2 2018Q4 20195
Sustainable Insight Capital Management, LLC 320.14%0.17%0.21%Q1 2021Q2 20225
Modus Advisors, LLC 410.04%0.51%0.83%Q4 2019Q2 20215
BARRETT & COMPANY, INC. 550.01%0.02%0.02%Q3 2022Q3 20235
Claybrook Capital, LLC 550.11%0.35%0.58%Q4 2017Q4 20185
Foundry Partners, LLC 550.02%1.14%1.59%Q4 2013Q4 20145
PYA Waltman Capital, LLC 410.04%0.07%0.18%Q2 2020Q3 20225
Farmhouse Investment Management LLC 556.89%10.02%14.92%Q1 2017Q1 20185
CERTUITY, LLC 410.06%1.34%1.99%Q1 2021Q3 20235
BEACONLIGHT CAPITAL, LLC 320.80%2.76%3.91%Q2 2017Q3 20185
TIRSCHWELL & LOEWY INC 550.26%0.94%1.34%Q1 2016Q1 20175
Clarus Wealth Advisors 550.01%0.03%0.06%Q2 2018Q2 20195
Alpha Family Trust 550.22%0.25%0.34%Q3 2022Q3 20235
HBC Financial Services, PLLC 320.00%0.01%0.03%Q4 2019Q3 20215
Merriman Wealth Management, LLC 550.04%0.06%0.08%Q3 2017Q3 20185
Optas, LLC 550.09%0.13%0.17%Q1 2021Q1 20225
BW Gestao de Investimentos Ltda. 410.11%1.42%6.52%Q4 2013Q3 20165
STEADFAST ADVISORS LP 440.76%2.98%5.19%Q1 2016Q4 20165
Kaizen Advisory, LLC 550.16%0.27%0.38%Q4 2017Q4 20185
Procyon Advisors, LLC 320.01%0.21%0.56%Q4 2019Q3 20235
FNY Partners Fund LP 440.00%0.03%0.12%Q4 2016Q3 20175
TITLEIST CAPITAL, LLC 550.09%0.12%0.14%Q4 2021Q4 20225
Spotlight Asset Group, Inc. 210.04%0.09%0.12%Q4 2019Q3 20235
Affinity Capital Advisors, LLC 210.06%0.09%0.19%Q4 2019Q3 20235
GEORGE KAISER FAMILY FOUNDATION 550.40%0.52%0.63%Q4 2018Q4 20195
ALGERT GLOBAL LLC 410.03%0.57%0.85%Q2 2020Q1 20235
CLOUGH CAPITAL PARTNERS L P 310.02%0.43%1.26%Q2 2013Q2 20175
Aaron Wealth Advisors LLC 410.03%0.04%0.05%Q1 2022Q3 20235
AMF Tjanstepension AB 550.11%0.31%0.38%Q4 2014Q4 20155
HT Partners LLC 410.13%1.00%2.44%Q2 2013Q4 20145
WFA of San Diego, LLC 210.01%0.06%0.10%Q2 2020Q3 20235
REYNOLDS CAPITAL MANAGEMENT LLC 310.15%0.23%0.38%Q2 2013Q4 20155
Weaver C. Barksdale & Associates, Inc. 550.57%0.76%1.28%Q2 2015Q2 20165
DSC Advisors, L.P. 550.16%0.28%0.44%Q3 2021Q3 20225
Covenant Partners, LLC 550.30%0.42%0.55%Q1 2019Q1 20205
KEMPER Corp 550.22%0.24%0.26%Q1 2014Q1 20155
ZWEIG ADVISERS LLC 550.50%1.66%2.10%Q2 2015Q2 20165
Wealth Advisory Solutions, LLC 310.05%0.38%1.68%Q4 2019Q1 20225
Wilmington Trust, National Association 550.89%0.96%1.05%Q2 2013Q2 20145
HABROK CAPITAL MANAGEMENT LLP 5525.65%29.77%33.24%Q2 2013Q2 20145
Penn Mutual Asset Management, LLC 321.75%2.26%2.96%Q1 2020Q2 20215
LBMC INVESTMENT ADVISORS, LLC 550.02%0.03%0.03%Q3 2022Q3 20235
Octavia Wealth Advisors, LLC 320.06%0.07%0.09%Q4 2020Q1 20225
Alta Advisers Ltd 550.22%0.24%0.25%Q3 2022Q3 20235
Banco BTG Pactual S.A. 210.00%1.35%2.54%Q1 2018Q2 20205
Kimelman & Baird, LLC 411.33%1.53%1.71%Q2 2015Q3 20165
Strategic Capital Group LLC 550.04%0.08%0.10%Q2 2013Q2 20145
TLP GROUP LLC 210.00%0.14%0.38%Q4 2015Q2 20185
Allegheny Financial Group LTD 410.09%0.09%0.10%Q2 2022Q3 20235
OneAscent Wealth Management LLC 410.10%0.16%0.35%Q1 2022Q3 20235
WAYCROSS PARTNERS, LLC 551.25%1.76%2.38%Q3 2022Q3 20235
Stux Capital Management, LLC 550.27%0.67%1.04%Q2 2013Q2 20145
Parametrica Management Ltd 210.36%0.50%0.71%Q1 2017Q1 20225
PGIM Custom Harvest LLC 320.01%0.03%0.05%Q1 2021Q1 20235
BRC Investment Management LLC 320.45%2.25%2.84%Q2 2013Q3 20145
OAK FAMILY ADVISORS, LLC 550.96%1.16%1.77%Q1 2021Q1 20225
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC 553.82%4.34%4.71%Q4 2020Q4 20215
Wilson, Kemp & Associates, Inc. 550.79%1.03%1.32%Q2 2013Q2 20145
Coppell Advisory Solutions LLC 410.40%0.44%0.49%Q4 2020Q3 20235
Aris Wealth Services, Inc. 320.07%0.24%0.43%Q3 2013Q3 20155
IronBridge Private Wealth, LLC 550.01%0.02%0.02%Q4 2020Q4 20215
Caledonia (Private) Investments Pty Ltd 550.00%0.01%0.01%Q4 2018Q4 20195
Capital Group Private Client Services, Inc. 550.38%0.48%0.63%Q3 2022Q3 20235
Fulcrum Asset Management LLP 550.19%0.45%0.64%Q1 2021Q1 20225
MARSHALL WACE ASIA Ltd 410.49%1.59%2.50%Q3 2018Q3 20215
O'Neil Global Advisors, Inc. 550.53%1.94%2.94%Q4 2021Q4 20225
Cardan Capital Partners, LLC 550.04%0.04%0.06%Q1 2018Q1 20195
Beech Hill Advisors, Inc. 551.68%1.80%1.98%Q4 2016Q4 20175
Keystone Wealth Services, LLC 550.53%0.58%0.65%Q3 2022Q3 20235
Mandatum Life Insurance Co Ltd 550.33%0.46%0.56%Q3 2020Q3 20215
JB Capital LLC 550.24%0.27%0.30%Q3 2021Q3 20225
US Asset Management LLC 210.03%0.03%0.03%Q3 2021Q1 20235
FIDGEON TIMOTHY F 550.18%0.19%0.20%Q1 2013Q1 20145
Saddle Road Partners, LLC 553.14%3.47%3.77%Q4 2015Q4 20165
Strategic Asset Management, LLC 550.01%0.01%0.01%Q3 2021Q3 20225
BANKERS TRUST CO 550.61%0.65%0.69%Q2 2013Q2 20145
Buttonwood Financial Advisors Inc. 550.22%0.24%0.27%Q4 2021Q4 20225
Cassady Schiller Wealth Management, LLC 410.00%0.00%0.01%Q4 2021Q3 20235
Congress Wealth Management LLC / DE / 410.02%0.02%0.03%Q4 2021Q3 20235
CLARIS ADVISORS, LLC / MO / 550.80%1.12%1.59%Q4 2021Q4 20225
American Trust 550.05%0.05%0.06%Q4 2021Q4 20225
MPS Loria Financial Planners, LLC 410.00%0.01%0.02%Q2 2017Q1 20215
Towerpoint Wealth, LLC 550.04%0.05%0.05%Q4 2021Q4 20225
OLIVER LAGORE VANVALIN INVESTMENT GROUP 550.00%0.00%0.01%Q1 2022Q1 20235
Goodman Financial Corp 552.42%2.62%2.76%Q2 2015Q2 20165
Beaird Harris Wealth Management, LLC 550.00%0.01%0.04%Q4 2021Q4 20225
Insight Inv LLC 410.00%0.00%0.00%Q1 2022Q3 20235
Operose Advisors LLC 320.01%0.11%0.26%Q4 2021Q3 20235
GREENUP STREET WEALTH MANAGEMENT LLC 550.22%0.31%0.41%Q2 2022Q2 20235
Ameliora Wealth Management Ltd. 550.04%0.05%0.05%Q3 2022Q3 20235
Red Tortoise LLC 410.01%0.01%0.01%Q3 2021Q3 20235
Gibson Wealth Advisors LLC 550.02%0.03%0.03%Q4 2021Q4 20225
Stevens First Principles Investment Advisors 410.01%0.09%0.12%Q2 2013Q4 20155
Paragon Capital Management LLC 320.00%0.05%0.08%Q3 2014Q2 20195
Nicholas Investment Partners, LP 550.08%0.17%0.21%Q1 2015Q1 20165
Wilmington Funds Management Corp 550.26%0.59%0.79%Q2 2013Q2 20145
BancFirst Trust & Investment Management 410.16%0.18%0.20%Q3 2022Q4 20235
Man Investments Ltd 550.03%0.18%0.47%Q2 2013Q2 20145
WBI INVESTMENTS, LLC 410.06%0.09%0.16%Q4 2017Q2 20205
High Net Worth Advisory Group LLC 550.02%0.02%0.02%Q4 2021Q4 20225
Grosvenor Capital Management, L.P. 559.63%21.54%30.70%Q1 2017Q1 20185
Cutter & CO Brokerage, Inc. 410.07%0.13%0.23%Q4 2020Q3 20235
Price Jennifer C. 551.34%2.06%2.93%Q2 2022Q2 20235
ANCORA FAMILY WEALTH ADVISORS, LLC 550.94%1.01%1.08%Q3 2015Q3 20165
Alpha Paradigm Partners, LLC 310.02%0.07%0.12%Q2 2021Q4 20224
New England Capital Financial Advisors LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Dempze Nancy E 440.40%0.45%0.54%Q4 2015Q3 20164
Exane Asset Management 210.02%1.76%4.85%Q1 2017Q3 20184
CETERA INVESTMENT MANAGEMENT LLC 440.55%0.58%0.61%Q4 2015Q3 20164
Copeland Capital Management, LLC 440.06%0.13%0.17%Q3 2015Q2 20164
Beta Wealth Group, Inc. 440.14%0.18%0.22%Q4 2022Q3 20234
CHARTWELL INVESTMENT PARTNERS/PA 440.24%0.28%0.32%Q2 2013Q1 20144
PEAVINE CAPITAL, LLC 440.15%0.17%0.20%Q4 2015Q3 20164
COOPERMAN LEON G 311.05%1.12%1.18%Q2 2013Q4 20194
MidWestOne Financial Group, Inc. 440.18%0.23%0.29%Q2 2019Q1 20204
RUDMAN ERROL M 210.42%0.75%1.18%Q2 2017Q4 20184
Junto Capital Management LP 310.96%1.38%1.77%Q1 2022Q1 20234
Ahrens Investment Partners LLC 310.01%0.01%0.01%Q4 2021Q1 20234
LANSDOWNE PARTNERS LIMITED PARTNERSHIP 445.45%7.33%9.42%Q2 2013Q1 20144
Golden Green, Inc. 440.22%0.42%0.98%Q4 2022Q3 20234
Mendota Financial Group, LLC 440.06%0.07%0.08%Q4 2022Q3 20234
Breakwater Capital Group 440.18%0.20%0.24%Q4 2022Q3 20234
Advisors Preferred, LLC 210.00%0.01%0.02%Q2 2014Q4 20164
U S GLOBAL INVESTORS INC 210.02%0.03%0.04%Q2 2013Q1 20204
LAKE STREET PRIVATE WEALTH, LLC 440.05%0.06%0.07%Q4 2021Q3 20224
Richard W. Paul & Associates, LLC 440.13%0.14%0.15%Q4 2022Q3 20234
CG Asset Management LLC 440.09%0.16%0.34%Q2 2015Q1 20164
Galvin, Gaustad & Stein, LLC 310.02%0.07%0.09%Q4 2020Q4 20214
Shay Capital LLC 110.02%0.14%0.25%Q4 2020Q2 20234
Potrero Capital Research LLC 440.92%1.04%1.16%Q2 2016Q1 20174
Legg Mason Asset Management (Japan) Co., Ltd. 310.60%1.13%1.37%Q2 2013Q4 20214
Covenant Multifamily Offices, LLC 310.09%0.28%0.55%Q2 2019Q1 20214
IMPAX ASSET MANAGEMENT LLC 440.07%0.09%0.10%Q4 2015Q3 20164
Family Capital Trust Co 310.00%0.01%0.01%Q4 2014Q4 20154
SageView Advisory Group, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
Vertex Planning Partners, LLC 440.19%0.23%0.29%Q4 2022Q3 20234
Vilas Fund, LP 442.72%4.29%5.22%Q4 2018Q3 20194
Auto-Owners Insurance Co 440.82%0.88%0.96%Q4 2022Q3 20234
F&C Asset Management plc 441.32%1.57%1.78%Q2 2013Q1 20144
Alphadyne Asset Management LP 220.03%0.14%0.26%Q2 2023Q3 20234
Tuscan Ridge Asset Management LLC 220.04%0.12%0.26%Q4 2018Q1 20194
Inscription Capital, LLC 210.04%0.09%0.12%Q3 2019Q2 20224
TOWER TRUST Co 441.63%1.70%1.79%Q2 2013Q1 20144
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.01%0.01%0.02%Q4 2017Q3 20184
HNP Capital LLC 310.10%0.22%0.28%Q4 2018Q1 20204
Cassaday & Co Wealth Management LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Kenmare Capital Partners, L.L.C. 441.52%1.66%1.77%Q4 2018Q3 20194
Sterling Financial Planning, Inc. 440.01%0.01%0.01%Q4 2020Q3 20214
Destiny Wealth Partners, LLC 440.00%0.01%0.01%Q1 2022Q4 20224
Strategic Blueprint, LLC 210.01%0.03%0.07%Q3 2019Q3 20234
Fourthstone LLC 210.22%0.92%1.91%Q1 2020Q3 20234
Noked Israel Ltd 310.36%0.55%0.76%Q4 2018Q4 20194
HF Advisory Group, LLC 440.71%0.86%1.03%Q4 2022Q3 20234
LODESTAR PRIVATE ASSET MANAGEMENT LLC 440.16%0.19%0.21%Q4 2022Q3 20234
HALL CAPITAL MANAGEMENT CO INC 440.00%1.50%2.39%Q4 2014Q3 20154
J.Safra Asset Management Corp 440.12%1.53%3.48%Q4 2015Q3 20164
Cyndeo Wealth Partners, LLC 440.03%0.03%0.04%Q4 2022Q3 20234
Nalls Sherbakoff Group, LLC 310.02%0.03%0.05%Q4 2018Q3 20234
Pegasus Asset Management, Inc. 310.10%0.11%0.12%Q2 2022Q2 20234
Interchange Capital Partners, LLC 210.09%0.19%0.32%Q4 2020Q1 20234
RAYNER & HAYNOR 440.76%0.82%0.84%Q4 2013Q3 20144
Register Financial Advisors LLC 440.08%0.12%0.16%Q4 2022Q3 20234
Coury Firm Asset Management LLC 440.73%0.96%1.21%Q4 2021Q3 20224
Sanctuary Wealth Management, L.L.C. 210.02%0.02%0.02%Q1 2010Q3 20234
StrategIQ Financial Group, LLC 220.02%0.04%0.06%Q4 2021Q3 20234
OSKIE CAPITAL MANAGEMENT, LLC 442.85%4.29%7.18%Q4 2016Q3 20174
PATTON FUND MANAGEMENT, INC. 440.43%0.65%0.87%Q3 2021Q2 20224
Trifecta Capital Advisors, LLC 440.00%0.01%0.02%Q4 2022Q3 20234
Pergamon Offshore Advisors, L.P. 441.02%1.12%1.19%Q4 2014Q3 20154
FDO Partners, LLC 310.31%0.64%0.99%Q4 2015Q4 20164
Syntal Capital Partners, LLC 220.11%0.16%0.22%Q3 2014Q3 20194
SP Asset Management LLC 441.47%1.60%1.84%Q4 2022Q3 20234
D L CARLSON INVESTMENT GROUP INC 310.61%0.90%1.20%Q3 2019Q3 20204
TradeLink Global Equity LLC 210.24%0.41%0.62%Q2 2013Q4 20144
Hoover Financial Advisors, Inc. 310.01%0.01%0.01%Q2 2020Q2 20214
Temasek Holdings (Private) Ltd 440.02%0.07%0.09%Q2 2017Q1 20184
20/20 Capital Management, Inc. 310.06%0.10%0.15%Q4 2019Q2 20214
Curi Wealth Management, LLC 310.00%0.01%0.01%Q4 2020Q2 20224
Mayflower Financial Advisors, LLC 210.03%0.03%0.03%Q4 2021Q2 20234
DARK FOREST CAPITAL MANAGEMENT LP 220.00%0.03%0.10%Q2 2021Q1 20234
LAM GROUP, INC. 440.03%0.04%0.04%Q4 2022Q3 20234
MMBG INVESTMENT ADVISORS CO. 210.02%0.03%0.03%Q1 2022Q2 20234
Harvest Portfolios Group Inc. 440.21%0.21%0.21%Q4 2022Q3 20234
LVM CAPITAL MANAGEMENT LTD/MI 440.14%0.15%0.16%Q2 2013Q1 20144
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 210.00%0.00%0.01%Q1 2014Q3 20154
Fermata Advisors, LLC 440.08%0.09%0.12%Q2 2021Q1 20224
SYSTM Wealth Solutions LLC 440.20%0.23%0.28%Q4 2022Q3 20234
Sitrin Capital Management LLC 442.95%3.24%3.69%Q4 2015Q3 20164
BRANDYWINE OAK PRIVATE WEALTH LLC 110.04%0.05%0.07%Q4 2018Q2 20234
ELEMENT POINTE ADVISORS, LLC 310.17%0.25%0.28%Q4 2018Q4 20194
New Hampshire Trust 440.08%0.08%0.09%Q4 2022Q3 20234
Cornerstone Wealth Advisors, Inc. 220.07%0.08%0.08%Q3 2022Q3 20234
ParenteBeard Wealth Management, LLC 440.08%0.11%0.15%Q4 2013Q3 20144
RIVERSVILLE CAPITAL, INC. 440.16%0.98%1.35%Q2 2013Q1 20144
Weiss Asset Management LP 440.03%0.04%0.05%Q1 2018Q4 20184
BRYN MAWR CAPITAL MANAGEMENT INC 220.17%0.48%1.08%Q3 2013Q3 20154
Mork Capital Management, LLC 440.66%0.74%0.82%Q4 2017Q3 20184
VIKING GLOBAL INVESTORS LP 440.68%2.83%4.59%Q2 2017Q1 20184
JDM Financial Group LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Samson Capital Advisors LLC 440.10%0.15%0.19%Q4 2014Q3 20154
Diametric Capital, LP 220.16%0.30%0.45%Q3 2020Q3 20234
SPROTT INC. 440.02%0.15%0.24%Q3 2015Q2 20164
AM Squared Ltd 440.03%0.12%0.28%Q4 2022Q3 20234
683 Capital Management, LLC 440.37%1.05%1.72%Q1 2020Q4 20204
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
VETAMER CAPITAL MANAGEMENT, L.P. 440.92%2.42%4.60%Q2 2022Q1 20234
DeepCurrents Investment Group LLC 220.10%0.18%0.27%Q2 2023Q3 20234
DoubleLine ETF Adviser LP 440.68%0.88%1.14%Q4 2022Q3 20234
Portfolio Strategies, Inc. 440.00%0.00%0.00%Q4 2017Q3 20184
ELLINGTON MANAGEMENT GROUP LLC 110.02%0.15%0.27%Q1 2017Q1 20204
JOHN G ULLMAN & ASSOCIATES INC 440.04%0.04%0.04%Q4 2013Q3 20144
TIGER MANAGEMENT L.L.C. 440.15%0.36%0.53%Q1 2020Q4 20204
OPTIMAS CAPITAL Ltd 211.05%3.03%6.33%Q4 2021Q3 20234
DILLON & ASSOCIATES INC 440.08%0.08%0.09%Q1 2017Q4 20174
STUDIO INVESTMENT MANAGEMENT LLC 440.01%0.05%0.12%Q4 2022Q3 20234
Tilden Park Management I LLC 210.47%2.99%5.39%Q4 2017Q2 20214
BAKER BOYER NATIONAL BANK 310.13%0.14%0.15%Q2 2021Q2 20224
CYNOSURE ADVISORS, LLC 4421.73%29.03%37.77%Q4 2017Q3 20184
1 NORTH WEALTH SERVICES LLC 220.00%0.01%0.02%Q4 2018Q4 20194
GlobalBridge, Inc. 440.54%0.57%0.59%Q2 2013Q1 20144
Winton Capital Management Ltd 440.14%0.27%0.44%Q2 2013Q1 20144
440 INVESTMENT GROUP, LLC 440.36%3.99%7.68%Q1 2017Q4 20174
Constellation Wealth Advisors, LLC 440.08%0.08%0.09%Q2 2013Q1 20144
Capital Investment Services of America, Inc. 220.04%0.12%0.32%Q4 2014Q4 20154
Limestone Value Partners, LLC 310.66%1.64%3.12%Q4 2014Q3 20164
MONTAGE INVESTMENTS, LLC 441.46%2.33%4.34%Q4 2015Q3 20164
Brouwer & Janachowski, LLC 310.06%0.09%0.14%Q3 2015Q4 20164
MILESTONE WEALTH, LLC 440.05%0.06%0.07%Q4 2021Q3 20224
Donoghue Forlines LLC 441.02%1.28%1.40%Q4 2017Q3 20184
BRASADA CAPITAL MANAGEMENT, LP 440.00%0.03%0.11%Q4 2017Q3 20184
Ellevest, Inc. 310.00%0.00%0.00%Q2 2019Q1 20234
Accuvest Global Advisors 210.00%0.07%0.16%Q2 2014Q1 20204
Hamilton Capital, LLC 440.01%0.02%0.03%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.10%0.16%0.21%Q4 2022Q3 20234
GTS SECURITIES LLC 220.03%0.09%0.23%Q2 2023Q3 20234
Sunnymeath Asset Management, Inc. 440.16%0.36%0.84%Q1 2016Q4 20164
RFP Financial Group LLC 440.01%0.01%0.03%Q4 2022Q3 20234
SAC Capital Advisors LP 440.01%0.01%0.02%Q2 2013Q1 20144
Steward Financial Group LLC 220.02%0.03%0.05%Q1 2022Q3 20234
Astoria Portfolio Advisors LLC. 440.16%0.20%0.23%Q1 2022Q4 20224
Solidarity Wealth, LLC 310.09%0.18%0.22%Q1 2022Q1 20234
Indices-Pac Research Corp. 440.48%0.93%1.55%Q2 2013Q1 20144
Employers Holdings, Inc. 440.66%1.49%2.04%Q2 2019Q1 20204
MAPLELANE CAPITAL, LLC 210.00%0.29%0.76%Q3 2017Q3 20204
Legato Capital Management LLC 440.32%0.36%0.43%Q4 2022Q3 20234
IAMS WEALTH MANAGEMENT, LLC 440.87%1.11%1.22%Q4 2022Q3 20234
P.A.W. CAPITAL CORP 440.51%0.64%0.69%Q4 2019Q3 20204
OXFORD ASSET MANAGEMENT LLP 310.03%0.07%0.16%Q3 2018Q4 20194
Farther Finance Advisors, LLC 440.04%0.04%0.04%Q4 2022Q3 20234
Laraway Financial Advisors Inc 440.23%0.25%0.29%Q4 2021Q3 20224
Wallace Advisory Group, LLC 440.31%0.32%0.34%Q4 2022Q3 20234
BCR Wealth Strategies, LLC 440.06%0.06%0.07%Q4 2021Q3 20224
MONEY CONCEPTS CAPITAL CORP 440.00%0.01%0.02%Q1 2022Q4 20224
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 440.27%0.28%0.29%Q4 2022Q3 20234
PayPay Securities Corp 440.26%0.46%0.79%Q4 2022Q3 20234
Kearns & Associates LLC 440.26%0.28%0.30%Q4 2022Q3 20234
Versor Investments LP 110.02%0.11%0.32%Q1 2018Q1 20214
ARMSTRONG ADVISORY GROUP, INC 440.01%0.01%0.01%Q4 2022Q3 20234
Arcus Capital Partners, LLC 210.00%0.38%1.28%Q4 2015Q4 20224
Ativo Capital Management LLC 440.16%0.18%0.20%Q1 2017Q4 20174
Western Financial Corp/CA 442.43%2.57%2.78%Q4 2022Q3 20234
3Chopt Investment Partners, LLC 440.80%0.89%1.00%Q4 2022Q3 20234
KENNEDY INVESTMENT GROUP 440.49%0.53%0.58%Q4 2022Q3 20234
Quintet Private Bank (Europe) S.A. 310.01%0.01%0.01%Q2 2022Q3 20234
Corient Private Wealth LLC 440.09%0.16%0.21%Q4 2022Q3 20234
Sebold Capital Management, Inc. 440.36%0.40%0.42%Q4 2022Q3 20234
Columbus Hill Capital Management, L.P. 310.44%3.30%5.68%Q3 2017Q2 20214
LBP AM SA 440.14%0.18%0.22%Q4 2022Q3 20234
Stone House Investment Management, LLC 310.01%0.01%0.01%Q1 2019Q3 20234
Flagstone Financial Management 440.19%0.22%0.26%Q4 2022Q3 20234
MD Financial Management Inc. 440.00%0.03%0.10%Q4 2020Q3 20214
DECADE CAPITAL MANAGEMENT LLC 220.10%0.49%0.96%Q3 2013Q3 20154
Gateway Wealth Partners, LLC 440.05%0.06%0.06%Q4 2022Q3 20234
First Farmers & Merchants Bank / Trust 440.49%0.51%0.54%Q4 2021Q3 20224
Massachusetts Wealth Management 441.17%1.27%1.38%Q4 2022Q3 20234
CIC Wealth, LLC 440.22%0.25%0.30%Q4 2022Q3 20234
MARSICO CAPITAL MANAGEMENT LLC 222.18%2.61%3.00%Q2 2013Q1 20174
Park Place Capital Corp 440.05%0.06%0.06%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.07%0.09%0.10%Q4 2022Q3 20234
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 440.78%0.93%1.12%Q2 2021Q1 20224
Pantheon Investment Group, LLC 330.00%1.33%2.96%Q4 2019Q2 20204
Texas Capital Bank Wealth Management Services Inc 310.03%0.07%0.11%Q3 2020Q3 20234
LMG Wealth Partners, LLC 440.11%0.12%0.13%Q4 2022Q3 20234
Micawber Capital, LLC 441.20%1.56%1.73%Q4 2016Q3 20174
SteelBridge Private Wealth Advisors LLC 310.52%0.57%0.60%Q1 2016Q2 20174
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 310.02%0.07%0.19%Q2 2013Q2 20234
Everett Capital Advisors UK LLP 221.44%5.83%11.21%Q3 2017Q4 20174
Islet Management, LP 210.28%1.39%3.38%Q1 2019Q2 20214
LWM Advisory Services, LLC 440.81%0.93%1.05%Q4 2021Q3 20224
Beirne Wealth Consulting Services, LLC 220.50%0.65%0.79%Q4 2018Q4 20204
Wealth Quarterback LLC 220.01%0.01%0.03%Q4 2019Q3 20214
Springhouse Capital Management, LP 441.68%4.74%7.88%Q4 2020Q3 20214
FIRST UNITED BANK & TRUST 440.58%0.67%0.71%Q2 2016Q1 20174
Bridgewealth Advisory Group, LLC 440.29%0.39%0.44%Q4 2022Q3 20234
Aprio Wealth Management, LLC 210.06%0.11%0.20%Q4 2019Q3 20234
Spectrum Financial Alliance Ltd LLC 440.02%0.02%0.02%Q1 2018Q4 20184
Financial Freedom, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Keebeck Wealth Management, LLC 210.03%0.04%0.04%Q4 2019Q2 20214
INVESTMENTAKTIENGESELLSCHAFT FUER LANGFRISTIGE INVESTOREN TGV 440.24%0.25%0.28%Q2 2013Q1 20144
RMR Wealth Builders 210.02%0.30%1.06%Q4 2019Q1 20214
FSA Wealth Management LLC 310.01%0.01%0.03%Q4 2019Q4 20204
Applied Capital LLC/FL 441.22%1.31%1.38%Q4 2022Q3 20234
Aspen Grove Capital, LLC 440.89%1.19%1.51%Q4 2022Q3 20234
Noked Capital LTD 310.36%0.55%0.76%Q4 2018Q4 20194
United Bank 310.18%0.22%0.27%Q4 2016Q4 20174
STAR Financial Bank 440.27%0.30%0.35%Q4 2022Q3 20234
Capstone Financial Group, Inc. 440.02%0.55%1.34%Q4 2019Q3 20204
KINGDON CAPITAL MANAGEMENT, L.L.C. 210.91%1.20%1.64%Q1 2022Q4 20224
Airain ltd 110.16%0.34%0.52%Q3 2013Q2 20174
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.04%0.05%0.07%Q4 2022Q3 20234
Laidlaw Wealth Management LLC 440.04%0.05%0.09%Q2 2021Q1 20224
Quarry LP 440.00%0.07%0.20%Q4 2022Q3 20234
FENIMORE ASSET MANAGEMENT INC 440.01%0.01%0.01%Q4 2022Q3 20234
Veritas Investment Management LLP 440.04%0.07%0.10%Q3 2015Q2 20164
LGT Financial Advisors LLC 440.49%0.58%0.75%Q4 2022Q3 20234
LEO BROKERAGE, LLC 210.03%0.04%0.06%Q3 2021Q2 20234
FIDUCIARY TRUST INTERNATIONAL LLC 310.01%0.10%0.20%Q3 2013Q4 20184
Vestpro Financial Partners, Inc. dba CPF Texas 440.07%0.17%0.44%Q4 2017Q3 20184
COOKSON PEIRCE & CO INC 440.11%0.11%0.11%Q1 2014Q4 20144
Kathmere Capital Management, LLC 220.00%0.02%0.04%Q3 2020Q3 20234
Sandhill Capital Partners LLC 210.02%0.03%0.03%Q3 2018Q4 20194
Kemnay Advisory Services Inc. 310.22%0.83%1.53%Q1 2014Q1 20194
INSIGNEO ADVISORY SERVICES, LLC 440.19%0.20%0.24%Q4 2022Q3 20234
Econ Financial Services Corp 310.51%0.76%1.36%Q4 2021Q3 20234
Sanibel Captiva Investment Advisers, Inc. 441.10%1.43%1.75%Q1 2013Q4 20134
Tevis Investment Management 440.04%0.08%0.10%Q4 2021Q3 20224
GQG Partners LLC 210.00%0.17%0.66%Q3 2019Q4 20224
Meeder Advisory Services, Inc. 440.19%0.22%0.25%Q4 2022Q3 20234
New Harbor Financial Group, LLC 440.01%0.01%0.01%Q2 2013Q1 20144
OAK HILL WEALTH ADVISORS, LLC 440.07%0.08%0.08%Q4 2022Q3 20234
Resurgent Financial Advisors LLC 440.02%0.02%0.03%Q4 2022Q3 20234
GLENHILL ADVISORS LLC 440.03%0.13%0.39%Q3 2013Q2 20144
OVERSEA-CHINESE BANKING Corp Ltd 440.01%0.04%0.07%Q4 2022Q3 20234
B. Metzler seel. Sohn & Co. Holding AG 440.04%0.06%0.09%Q4 2020Q3 20214
McGlone Suttner Wealth Management, Inc. 440.06%0.06%0.08%Q4 2022Q3 20234
Baader Bank Aktiengesellschaft 310.11%0.19%0.35%Q4 2021Q4 20224
Arlington Financial Advisors, LLC 440.21%0.26%0.36%Q1 2020Q4 20204
GRASSI INVESTMENT MANAGEMENT LLC 441.81%1.91%2.01%Q2 2013Q1 20144
RIVERSEDGE ADVISORS, LLC 330.07%0.07%0.07%Q3 2021Q1 20223
ALETHEA CAPITAL MANAGEMENT, LLC 110.62%1.26%2.24%Q2 2018Q1 20233
OCCUDO QUANTITATIVE STRATEGIES LP 210.11%0.13%0.16%Q4 2020Q1 20223
TBH Global Asset Management, LLC 330.46%0.53%0.62%Q2 2022Q4 20223
Black Maple Capital Management LP 330.16%0.20%0.28%Q1 2023Q3 20233
SPX Gestao de Recursos Ltda 210.74%1.78%2.77%Q4 2014Q3 20153
Advisor Resource Council 110.02%0.02%0.02%Q2 2021Q2 20223
Exos TFP Holdings LLC 330.03%0.04%0.05%Q3 2022Q1 20233
Midwest Professional Planners, LTD. 330.06%0.07%0.08%Q4 2017Q2 20183
MYDA Advisors LLC 210.10%0.33%0.51%Q2 2022Q2 20233
MAKENA CAPITAL MANAGEMENT LLC 332.12%2.38%2.77%Q4 2019Q2 20203
Sterling Ridge Capital Management LP 210.34%0.79%1.39%Q2 2015Q1 20163
GLG INC. 330.00%0.25%0.53%Q2 2013Q4 20133
Jacobsen Capital Management 330.66%0.70%0.75%Q2 2019Q4 20193
CenterStar Fund, LLC 110.00%0.14%0.39%Q4 2016Q4 20163
Live Oak Investment Partners 330.00%0.01%0.02%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.01%0.01%0.01%Q4 2022Q3 20233
Blue Ridge Capital, L.L.C. 333.46%3.78%4.03%Q4 2016Q2 20173
American Trust Investment Advisors, LLC 332.03%2.11%2.24%Q1 2018Q3 20183
Howard Capital Management Inc. 331.17%1.69%2.42%Q1 2018Q3 20183
O'Keefe Stevens Advisory, Inc. 330.35%0.38%0.41%Q3 2017Q1 20183
IAG Wealth Partners, LLC 110.00%0.01%0.01%Q4 2019Q4 20213
Detwiler Fenton Investment Management LLC 110.34%0.70%0.90%Q1 2012Q2 20153
XTX Topco Ltd 210.26%0.40%0.50%Q4 2021Q1 20233
Blue Barn Wealth, LLC 330.17%0.22%0.30%Q1 2023Q3 20233
SWEENEY & MICHEL, LLC 330.47%0.49%0.50%Q1 2023Q3 20233
Westchester Capital Management, Inc. 210.00%0.00%0.00%Q4 2013Q1 20193
BBT Capital Management, LLC 330.03%0.03%0.04%Q2 2013Q4 20133
GRAHAM & DODD FUND, LLC 332.39%2.53%2.77%Q2 2013Q4 20133
Empower Advisory Group, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Capital One Investing, Inc. 330.05%0.07%0.09%Q4 2018Q2 20193
Source Financial Advisors LLC 330.25%0.29%0.34%Q4 2022Q2 20233
Householder Group Estate & Retirement Specialist, LLC 110.04%0.04%0.04%Q3 2022Q3 20233
qPULA Trading Management LP 110.77%1.33%1.74%Q4 2020Q1 20223
Executive Wealth Management, LLC 330.01%0.01%0.02%Q4 2018Q2 20193
BRANDYWINE MANAGERS, LLC 110.19%0.55%0.94%Q1 2019Q1 20213
Delap Wealth Advisory, LLC 330.70%0.72%0.74%Q1 2023Q3 20233
Eos Focused Equity Management, L.P. 332.14%3.41%5.24%Q1 2018Q3 20183
Roberts Wealth Advisors, LLC 330.56%0.59%0.62%Q3 2021Q1 20223
Astoria Strategic Wealth, Inc. 330.10%0.13%0.18%Q4 2022Q2 20233
Strategic Investment Solutions, Inc. /IL 330.00%0.01%0.02%Q1 2023Q3 20233
Bellwether Investment Group, LLC 210.14%0.20%0.26%Q2 2016Q1 20173
FengHe Fund Management Pte. Ltd. 330.42%0.58%0.90%Q1 2023Q3 20233
Key Client Fiduciary Advisors, LLC 210.13%0.13%0.14%Q4 2022Q3 20233
Cape Investment Advisory, Inc. 330.12%0.14%0.15%Q1 2023Q3 20233
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 330.11%0.11%0.12%Q2 2013Q4 20133
Willow Street Advisors LLC 331.87%1.94%2.02%Q2 2013Q4 20133
Myriad Asset Management Ltd. 210.41%0.56%0.65%Q1 2021Q4 20213
TAM Capital Management Inc. 210.72%8.23%19.66%Q3 2016Q4 20183
Maple Capital Management, Inc. 210.05%0.06%0.07%Q4 2016Q4 20173
Hilton Capital Management, LLC 330.04%0.11%0.16%Q3 2016Q1 20173
NOTTINGHAM ADVISORS, INC. 330.08%0.08%0.08%Q3 2016Q1 20173
ZRC WEALTH MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Chapman Investment Management, LLC 330.50%0.76%1.04%Q4 2019Q2 20203
ENGINE NO. 1 LLC 330.16%0.23%0.27%Q2 2021Q4 20213
TT International Asset Management LTD 330.25%0.33%0.37%Q1 2021Q3 20213
Smith Group Asset Management, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Cornerstone Wealth Group, LLC 330.04%0.24%0.62%Q1 2022Q3 20223
Foresight Global Investors, Inc. 330.51%0.70%0.86%Q1 2023Q3 20233
EACHWIN CAPITAL, LP 330.40%1.08%2.44%Q4 2015Q2 20163
GoalVest Advisory LLC 210.00%0.20%0.39%Q1 2022Q1 20233
PFG Investments, LLC 330.06%0.07%0.08%Q1 2023Q3 20233
Genesis Wealth Advisors, LLC 330.07%0.08%0.08%Q4 2014Q2 20153
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 110.00%0.01%0.01%Q2 2016Q4 20223
Glass Jacobson Investment Advisors llc 210.02%0.03%0.03%Q4 2022Q3 20233
Horst & Graben Wealth Management LLC 330.10%0.10%0.10%Q1 2021Q3 20213
Quilter Investors LTD 332.33%3.04%3.46%Q4 2018Q2 20193
AHL Partners LLP 110.02%0.03%0.04%Q4 2014Q4 20173
Donald L. Hagan, LLC 110.04%0.77%2.20%Q3 2015Q4 20193
HARVARD MANAGEMENT CO INC 330.04%0.06%0.08%Q3 2015Q1 20163
Paralel Advisors LLC 333.73%3.84%3.96%Q4 2021Q2 20223
TILIA FIDUCIARY PARTNERS, INC. 210.00%0.01%0.02%Q1 2022Q1 20233
Crossvault Capital Management LLC 210.15%1.37%2.37%Q4 2015Q1 20203
Granite Point Capital Management, L.P. 210.07%0.41%0.70%Q3 2018Q1 20213
ADVANCE CAPITAL I INC 330.29%0.42%0.68%Q2 2013Q4 20133
Clear Perspectives Financial Planning, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
TBP Investments Management, LLC 330.78%0.87%1.05%Q4 2014Q2 20153
Financial Planning & Information Services, Inc. 330.05%0.05%0.06%Q3 2021Q1 20223
Beacon Financial Advisory LLC 330.41%0.56%0.74%Q4 2019Q2 20203
180 WEALTH ADVISORS, LLC 210.11%0.21%0.26%Q4 2017Q4 20183
Fifth Third Wealth Advisors LLC 330.17%0.19%0.22%Q2 2023Q4 20233
Edmond de Rothschild (Europe) 330.19%0.29%0.40%Q2 2015Q4 20153
AustralianSuper Pty Ltd 210.01%0.41%1.05%Q3 2017Q3 20233
Imprint Wealth LLC 330.21%1.78%2.70%Q1 2023Q3 20233
Invenomic Capital Management LP 330.52%0.70%0.90%Q3 2020Q1 20213
Van Leeuwen & Company, LLC 330.55%1.09%2.14%Q1 2023Q3 20233
Flagship Private Wealth, LLC 330.01%0.02%0.03%Q4 2020Q2 20213
Ballew Advisors, Inc 330.06%0.06%0.07%Q1 2018Q3 20183
IRONWOOD INVESTMENT MANAGEMENT LLC 330.06%0.08%0.11%Q2 2015Q4 20153
OTA Financial Group L.P. 210.53%1.01%1.94%Q3 2016Q2 20173
Marietta Wealth Management, LLC 330.14%0.17%0.19%Q4 2016Q2 20173
Ignis Investment Services Ltd 331.97%2.00%2.06%Q4 2013Q2 20143
Financial Insights, Inc. 330.11%0.26%0.36%Q3 2022Q1 20233
Lighthouse Investment Partners, LLC 210.07%0.09%0.11%Q4 2022Q3 20233
OSTRUM ASSET MANAGEMENT 330.09%0.10%0.10%Q1 2023Q3 20233
Investidor Profissional Gestao de Recursos Ltda. 213.43%7.67%11.18%Q4 2017Q3 20193
Carmel Capital Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Amplius Wealth Advisors, LLC 210.02%0.02%0.03%Q4 2021Q3 20233
PROFESSIONAL PLANNING 330.16%0.19%0.26%Q2 2020Q4 20203
Saiers Capital, LLC 220.00%0.12%0.32%Q2 2013Q3 20133
HOPLITE CAPITAL MANAGEMENT, L.P. 336.85%7.37%8.38%Q4 2016Q2 20173
American Investment Services, Inc. 330.09%0.09%0.09%Q2 2017Q4 20173
Great Lakes Retirement, Inc. 330.15%0.16%0.17%Q1 2023Q3 20233
Allegiant Private Advisors, LLC 330.09%0.09%0.10%Q4 2020Q2 20213
West Financial Advisors, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Horizon Wealth Management, LLC 331.52%1.58%1.66%Q4 2021Q2 20223
Trilogy Capital Inc. 330.01%0.01%0.01%Q1 2018Q3 20183
CoreCap Advisors, LLC 110.00%0.01%0.01%Q4 2021Q4 20223
TriaGen Wealth Management LLC 330.35%0.64%0.81%Q3 2021Q1 20223
HARVEST GROUP WEALTH MANAGEMENT, LLC 210.01%0.01%0.02%Q1 2019Q4 20193
CAZ INVESTMENTS LP 330.39%0.47%0.51%Q4 2014Q2 20153
AMERICAFIRST CAPITAL MANAGEMENT, LLC 210.02%0.05%0.06%Q1 2015Q3 20163
Signator Financial Services, Inc. 330.01%0.01%0.01%Q1 2013Q3 20133
Legacy Financial Strategies, LLC 330.20%0.23%0.28%Q4 2017Q2 20183
Ritter Daniher Financial Advisory LLC / DE 330.00%0.00%0.00%Q1 2023Q3 20233
INSTITUTIONAL CAPITAL LLC 331.46%2.86%3.90%Q2 2016Q4 20163
Vinva Investment Management Ltd 330.28%0.36%0.41%Q1 2023Q3 20233
Park West Asset Management LLC 330.00%0.02%0.03%Q1 2017Q3 20173
Resolute Advisors LLC 330.00%0.01%0.01%Q1 2021Q3 20213
Premia Global Advisors, LLC 210.22%0.26%0.29%Q4 2017Q1 20193
Palmer Knight Co 330.33%0.38%0.44%Q4 2018Q2 20193
St. Louis Financial Planners Asset Management, LLC 211.33%1.71%2.10%Q4 2022Q4 20233
SANDLER CAPITAL MANAGEMENT 210.03%0.24%0.66%Q2 2013Q1 20153
Advisor OS, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
INR ADVISORY SERVICES LLC 110.00%0.00%0.00%Q2 2017Q4 20183
Finer Wealth Management, Inc. 330.18%0.18%0.19%Q1 2023Q3 20233
Polar Asset Management Partners Inc. 110.00%0.38%1.15%Q4 2017Q2 20213
OKABENA INVESTMENT SERVICES INC 210.02%0.61%1.10%Q4 2019Q2 20233
Regal Wealth Group, Inc. 330.02%0.02%0.03%Q4 2015Q2 20163
Jane Street Holding, LLC 330.00%0.02%0.05%Q2 2013Q4 20133
Aquatic Capital Management LLC 210.17%0.30%0.41%Q4 2022Q3 20233
SHEPHERD KAPLAN KROCHUK, LLC 110.03%0.08%0.17%Q2 2013Q2 20203
Opus Capital Group, LLC 330.08%0.09%0.09%Q2 2019Q4 20193
RIA Advisory Group LLC 330.36%0.37%0.38%Q1 2023Q3 20233
HC Financial Advisors, Inc. 211.62%1.91%2.16%Q4 2017Q3 20183
iSAM Funds (UK) Ltd 330.54%0.70%0.94%Q1 2023Q3 20233
Fidelis Capital Partners, LLC 330.40%0.45%0.47%Q1 2023Q3 20233
D.C. Capital Advisors, Ltd 336.62%7.35%7.77%Q4 2016Q2 20173
Echinus Advisors, LLC 332.00%2.46%3.16%Q4 2016Q2 20173
Stiles Financial Services Inc 210.14%0.16%0.21%Q2 2022Q3 20233
BIVIN & ASSOCIATES, INC. 330.01%0.01%0.02%Q4 2021Q2 20223
Aveo Capital Partners, LLC 330.07%0.11%0.15%Q4 2016Q2 20173
Madison Scottsdale, LC 330.08%0.23%0.31%Q2 2013Q4 20133
Slow Capital, Inc. 330.11%0.23%0.43%Q4 2017Q2 20183
MASTRAPASQUA ASSET MANAGEMENT INC 210.04%0.05%0.05%Q2 2015Q4 20173
Dragon Financial & Investment Group, LLC 330.23%0.26%0.30%Q4 2017Q2 20183
HORIZON KINETICS ASSET MANAGEMENT LLC 210.01%0.01%0.01%Q1 2019Q4 20193
Financial Gravity Companies, Inc. 210.02%0.04%0.08%Q4 2017Q4 20183
Elequin Capital, LP 210.00%0.00%0.00%Q1 2022Q1 20233
Thrive Wealth Management, LLC 330.05%0.06%0.06%Q1 2023Q3 20233
ABSHER WEALTH MANAGEMENT, LLC 330.05%0.07%0.10%Q4 2019Q2 20203
MILLER HOWARD INVESTMENTS INC /NY 330.96%1.04%1.14%Q1 2016Q3 20163
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD 330.10%0.11%0.13%Q2 2013Q4 20133
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 330.21%0.22%0.23%Q4 2015Q2 20163
Engrave Wealth Partners LLC 330.01%0.02%0.04%Q4 2019Q2 20203
CWS Financial Advisors, LLC 210.03%0.27%0.39%Q4 2019Q3 20233
VILLERE ST DENIS J & CO LLC 330.02%0.02%0.02%Q3 2017Q1 20183
Kepos Capital LP 210.17%0.28%0.34%Q3 2017Q2 20203
Strategic Wealth Investment Group, LLC 330.04%0.04%0.05%Q1 2023Q3 20233
ENCOMPASS WEALTH ADVISORS, LLC 210.07%0.08%0.09%Q3 2022Q2 20233
Gallagher Fiduciary Advisors, LLC 330.06%0.07%0.07%Q1 2023Q3 20233
CALDWELL SUTTER CAPITAL, INC. 330.08%0.10%0.12%Q1 2023Q3 20233
Garda Capital Partners LP 210.02%0.09%0.19%Q4 2022Q3 20233
SEARLE & CO. 330.02%0.05%0.13%Q4 2014Q2 20153
PARUS FINANCE (UK) Ltd 331.99%2.11%2.22%Q3 2012Q1 20133
Passport Capital, LLC 210.99%1.48%2.10%Q4 2014Q1 20173
Hutner Daniel Ellsworth 333.68%4.05%4.58%Q4 2015Q2 20163
Parus Finance SA 331.61%2.06%2.35%Q4 2011Q2 20123
SUVRETTA CAPITAL MANAGEMENT, LLC 330.53%0.81%0.97%Q1 2023Q3 20233
Hosking & Co Ltd 331.61%1.65%1.70%Q4 2014Q2 20153
Delta Financial Group, Inc. 210.17%0.18%0.19%Q4 2022Q3 20233
American Beacon Advisors, Inc. 330.73%0.78%0.81%Q1 2017Q3 20173
HMS Capital Management, LLC 330.11%0.12%0.14%Q2 2018Q4 20183
Qsemble Capital Management, LP 210.55%0.84%1.16%Q4 2022Q3 20233
Unified Trust Company, N.A. 332.17%2.33%2.46%Q4 2018Q2 20193
LEUTHOLD GROUP, LLC 210.03%0.38%1.04%Q2 2013Q4 20213
WHV Investments, Inc. 330.02%0.06%0.08%Q2 2013Q4 20133
Tanglewood Legacy Advisors, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Canoe Financial LP 331.56%2.47%3.71%Q1 2023Q3 20233
IFS Advisors, LLC 330.01%0.01%0.01%Q2 2023Q4 20233
S. R. Schill & Associates 330.13%0.17%0.19%Q1 2021Q3 20213
Callan Family Office, LLC 330.98%1.05%1.15%Q1 2023Q3 20233
High Falls Advisors, Inc 330.58%0.68%0.73%Q4 2015Q2 20163
PL Capital Advisors, LLC 330.25%0.32%0.37%Q3 2013Q1 20143
Paradigm, Strategies in Wealth Management, LLC 330.02%0.10%0.23%Q1 2021Q3 20213
Optiver Holding B.V. 330.03%0.03%0.04%Q1 2023Q3 20233
PROVENCE WEALTH MANAGEMENT GROUP 330.16%0.20%0.23%Q1 2023Q3 20233
TECTONIC ADVISORS LLC 330.06%0.06%0.06%Q4 2020Q2 20213
Deuterium Capital Management, LLC 210.37%0.57%0.86%Q4 2021Q2 20233
Howard Capital Management Group, LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Adams Wealth Management 110.00%0.82%2.44%Q4 2019Q3 20203
RAIFF PARTNERS INC 211.76%2.26%2.55%Q1 2015Q1 20163
Geller Advisors LLC 110.03%0.10%0.21%Q3 2014Q1 20233
Lansing Street Advisors 330.00%0.00%0.01%Q4 2022Q2 20233
Tradewinds Global Investors, LLC 210.01%0.01%0.01%Q3 2015Q2 20163
Almanack Investment Partners, LLC. 210.03%0.03%0.04%Q3 2018Q2 20193
ENDEX CAPITAL MANAGEMENT LLC 331.58%1.61%1.65%Q2 2013Q4 20133
J.P. Turner & Co Capital Mnagement, LLC 330.17%0.35%0.44%Q4 2014Q2 20153
Menard Financial Group LLC 210.40%0.55%0.67%Q4 2019Q3 20203
Avalon Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
Pallas Capital Advisors LLC 330.03%0.04%0.04%Q3 2021Q1 20223
New Republic Capital, LLC 330.18%0.20%0.23%Q1 2023Q3 20233
LANDAAS & CO /WI /ADV 210.09%0.13%0.15%Q3 2017Q2 20183
Resonant Capital Advisors, LLC 110.02%0.05%0.09%Q4 2019Q2 20233
PVG Asset Management 210.45%0.88%1.29%Q1 2016Q4 20163
DPM Capital LLC 333.19%5.90%11.16%Q4 2018Q2 20193
Strategic Capital Alternatives LLC 210.04%0.21%0.31%Q3 2014Q2 20153
Summit Financial Strategies, Inc. 110.11%0.19%0.30%Q2 2015Q4 20173
St. Louis Trust Co 210.17%0.27%0.33%Q1 2016Q1 20183
CATALYST FINANCIAL PARTNERS LLC 210.11%0.11%0.12%Q4 2022Q3 20233
MARATHON CAPITAL MANAGEMENT 210.05%0.11%0.15%Q2 2016Q3 20213
Teamwork Financial Advisors, LLC 210.13%0.32%0.59%Q2 2020Q4 20223
Truepoint, Inc. 210.02%0.02%0.02%Q2 2018Q2 20193
MQS Management LLC 210.17%0.30%0.45%Q1 2022Q1 20233
Principal Street Partners, LLC 210.05%0.06%0.08%Q1 2022Q3 20233
Punch Card Capital 330.00%0.92%2.77%Q2 2018Q4 20183
First Western Trust Bank 210.00%0.01%0.01%Q1 2022Q4 20223
TOTAL INVESTMENT MANAGEMENT INC 330.09%0.10%0.11%Q4 2021Q2 20223
CFM WEALTH PARTNERS LLC 330.04%0.08%0.11%Q4 2019Q2 20203
Concorde Asset Management, LLC 330.47%0.90%1.70%Q3 2016Q1 20173
Belvedere Trading LLC 110.00%0.02%0.04%Q4 2014Q2 20223
Hall Kathryn A. 210.11%0.33%0.75%Q2 2014Q1 20153
Hayden Royal, LLC 210.12%0.18%0.25%Q4 2018Q3 20193
West Coast Asset Management 220.01%0.01%0.01%Q2 2014Q3 20142
OAKVIEW CAPITAL MANAGEMENT, L.P. 220.01%0.02%0.02%Q4 2016Q1 20172
GQ Asset Management, LLC 220.37%0.43%0.49%Q2 2019Q3 20192
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2022Q3 20232
17 CAPITAL PARTNERS, LLC 220.62%0.64%0.65%Q2 2021Q3 20212
Symmetry Investments LP 110.26%0.61%0.96%Q2 2021Q3 20232
Dynasty Wealth Management, LLC 110.45%0.50%0.55%Q4 2017Q3 20182
O'Brien Wealth Partners LLC 110.00%0.00%0.00%Q1 2018Q3 20182
Chiron Investment Management, LLC 110.13%1.32%2.52%Q1 2020Q4 20222
Pinz Capital Management, LP 110.04%0.11%0.18%Q4 2019Q4 20202
Vantis Investment Advisers L.P. 110.66%2.92%5.18%Q1 2017Q2 20192
Vivaldi Capital Management LP 220.06%0.08%0.11%Q2 2019Q3 20192
Emerald Acquisition Ltd. 220.87%0.97%1.06%Q2 2016Q3 20162
Premier Fund Managers Ltd 221.00%1.04%1.08%Q4 2015Q1 20162
City Financial Investment Co Ltd 111.41%2.37%3.33%Q4 2016Q1 20182
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD 221.02%1.04%1.07%Q1 2016Q2 20162
BLS CAPITAL FONDSMAEGLERSELSKAB A/S 226.17%6.49%6.81%Q3 2019Q4 20192
DIMENSION CAPITAL MANAGEMENT LLC 220.10%0.10%0.11%Q1 2017Q2 20172
Rokos Capital Management LLP 112.20%2.20%2.20%Q3 2021Q3 20212
Union Square Park Capital Management, LLC 110.45%0.87%1.29%Q1 2021Q1 20212
Solstein Capital, LLC 220.11%0.12%0.12%Q4 2019Q1 20202
Ford Financial Group, LLC 110.01%0.01%0.02%Q2 2021Q4 20212
Vigilare Wealth Management 220.50%0.58%0.65%Q4 2019Q1 20202
Darwin Wealth Management, LLC 110.02%0.02%0.03%Q1 2020Q4 20212
Key Square Capital Management LLC 115.71%15.06%24.40%Q4 2017Q1 20192
Ellenbecker Investment Group 220.07%0.07%0.07%Q2 2021Q3 20212
Handelsinvest Investeringsforvaltning 220.38%0.39%0.41%Q4 2015Q1 20162
Deane Retirement Strategies, Inc. 111.25%1.27%1.29%Q2 2017Q4 20192
Paulson Wealth Management Inc. 110.16%0.16%0.16%Q4 2017Q4 20192
DARRELL & KING LLC 220.05%2.48%4.91%Q4 2015Q1 20162
Maple Rock Capital Partners 226.15%9.65%13.14%Q2 2020Q3 20202
Q3 Asset Management 110.34%0.39%0.44%Q2 2021Q1 20222
MFN Partners Management, LP 224.61%5.50%6.39%Q3 2020Q4 20202
FFT WEALTH MANAGEMENT LLC 220.09%0.10%0.10%Q1 2016Q2 20162
StellarOne CORP 221.50%1.52%1.54%Q2 2013Q3 20132
Scion Asset Management 113.36%3.86%4.37%Q4 2020Q1 20232
ETF MANAGERS GROUP, LLC 110.01%0.03%0.05%Q1 2022Q3 20222
Grant Street Asset Management, Inc. 220.04%0.07%0.10%Q4 2020Q1 20212
Svenska Handelsbanken AB (publ) 220.92%1.06%1.19%Q2 2016Q3 20162
TradeLink Capital LLC 111.05%1.45%1.84%Q2 2015Q2 20182
FORA Capital, LLC 220.11%0.73%1.34%Q4 2019Q1 20202
Lavaca Capital LLC 220.14%0.14%0.15%Q4 2018Q1 20192
Spartan Planning & Wealth Management 110.00%0.03%0.06%Q1 2022Q3 20222
McGowan Group Asset Management, Inc. 110.19%0.20%0.21%Q4 2014Q3 20152
Seven Bridges Advisors LLC 220.68%0.70%0.72%Q3 2017Q4 20172
TenCore Partners, LP 222.46%2.74%3.01%Q2 2020Q3 20202
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
JDC-JSC L.P. 220.48%1.14%1.80%Q2 2020Q3 20202
Alera Investment Advisors, LLC 220.06%0.07%0.07%Q4 2018Q1 20192
Capital Advantage, Inc. 110.05%0.07%0.09%Q2 2018Q3 20232
PRW Wealth Management LLC 220.03%0.16%0.29%Q4 2018Q1 20192
Alpha Quant Advisors, LLC 220.25%0.25%0.25%Q4 2018Q1 20192
Baldrige Asset Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
Bramshill Investments, LLC 220.15%0.19%0.23%Q2 2018Q3 20182
CM WEALTH ADVISORS LLC 220.12%0.20%0.27%Q1 2023Q2 20232
Graticule Asia Macro Advisors LLC 110.03%0.33%0.63%Q3 2016Q3 20182
Legacy Capital Wealth Partners, LLC 110.11%0.13%0.15%Q1 2023Q3 20232
RHS Financial, LLC 220.32%0.34%0.37%Q4 2018Q1 20192
Abundance Wealth Counselors 110.02%0.04%0.06%Q1 2021Q4 20212
Sound View Wealth Advisors, LLC 220.31%0.33%0.36%Q4 2018Q1 20192
SCHOLTZ & COMPANY, LLC 221.77%2.65%3.53%Q4 2016Q1 20172
FCF Advisors LLC 220.29%0.35%0.41%Q1 2022Q2 20222
WealthBridge Capital Management, LLC 220.03%0.04%0.04%Q4 2018Q1 20192
EverPoint Asset Management, LLC 220.31%0.35%0.40%Q3 2016Q4 20162
RP Investment Advisors LP 220.74%1.24%1.73%Q4 2020Q1 20212
GYL FINANCIAL SYNERGIES, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Bridgewater Advisors Inc. 220.32%0.41%0.49%Q1 2014Q2 20142
HOWARD FINANCIAL SERVICES, LTD. 110.13%0.14%0.14%Q1 2019Q4 20192
Atwater Malick LLC 220.17%0.17%0.17%Q3 2019Q4 20192
Core Wealth Advisors, Inc. 110.00%0.35%0.71%Q1 2020Q3 20212
Paradigm Financial Advisors, LLC 220.09%0.11%0.14%Q4 2013Q1 20142
ROBERTS GLORE & CO INC /IL/ 220.10%0.13%0.16%Q4 2019Q1 20202
THREE BAYS CAPITAL LP 112.28%2.45%2.63%Q4 2016Q4 20162
Coyle Financial Counsel LLC 220.01%0.06%0.10%Q1 2018Q2 20182
TRADITION ASSET MANAGEMENT LLC 220.15%0.52%0.89%Q1 2020Q2 20202
Delpha Capital Management, LLC 220.11%0.46%0.80%Q4 2017Q1 20182
MORGENS WATERFALL VINTIADIS & CO INC 221.56%1.69%1.82%Q3 2015Q4 20152
ARGENTIERE CAPITAL AG 110.22%0.55%0.88%Q1 2016Q1 20162
Aperture Investors, LLC 110.09%0.29%0.49%Q4 2020Q2 20222
Tillar-Wenstrup Advisors, LLC 221.10%1.18%1.27%Q2 2016Q3 20162
Beck Bode, LLC 110.01%0.01%0.01%Q3 2020Q2 20212
Three Corner Global Investors LP 222.81%3.69%4.57%Q3 2016Q4 20162
Fiera Capital Inc. 220.11%0.11%0.12%Q2 2013Q3 20132
Capstone Investment Advisors (Netherlands), B.V. 220.40%0.52%0.63%Q4 2016Q1 20172
Privium Fund Management B.V. 220.06%0.07%0.08%Q1 2023Q2 20232
Birch Capital Management, LLC 220.03%0.04%0.04%Q4 2019Q1 20202
Headlands Technologies LLC 110.07%0.20%0.33%Q4 2022Q2 20232
Carmignac Gestion 222.00%2.21%2.42%Q4 2017Q1 20182
Great Diamond Partners, LLC 220.16%0.20%0.24%Q4 2019Q1 20202
Argent Wealth Management LLC 220.28%0.32%0.36%Q4 2019Q1 20202
Newtyn Management, LLC 221.87%2.54%3.21%Q1 2020Q2 20202
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.04%0.07%Q4 2019Q2 20232
Adirondack Research & Management Inc. 221.05%1.09%1.12%Q2 2021Q3 20212
JSF Financial, LLC 220.25%0.25%0.26%Q4 2018Q1 20192
TMD & ASSOCIATES, INC 110.14%0.15%0.15%Q3 2018Q2 20192
Palestra Capital Management LLC 223.20%3.78%4.35%Q4 2016Q1 20172
VIVID FINANCIAL MANAGEMENT, INC. 220.22%0.23%0.25%Q2 2020Q3 20202
EPG Wealth Management LLC 220.02%0.05%0.08%Q4 2019Q1 20202
BERRY GROUP, LLC 220.16%0.22%0.28%Q4 2019Q1 20202
Capital Wealth Alliance, LLC 110.05%0.11%0.17%Q4 2019Q2 20232
Goodwin Investment Advisory 220.01%0.01%0.01%Q4 2021Q1 20222
HC Advisors, LLC 110.12%0.23%0.34%Q2 2020Q3 20232
Regent Peak Wealth Advisors LLC 110.02%0.10%0.18%Q4 2019Q4 20202
Zimmer Partners, LP 220.07%0.26%0.46%Q2 2020Q3 20202
Consolidated Planning Corp 110.01%0.02%0.04%Q3 2021Q2 20232
Filbrandt Wealth Management, LLC 110.00%0.01%0.02%Q2 2020Q3 20212
Westshore Wealth, LLC 220.16%0.17%0.17%Q1 2021Q2 20212
Forty4 Asset Management LLC 110.01%0.05%0.09%Q4 2013Q4 20132
Investment Management Corp of Ontario 220.22%0.25%0.28%Q4 2020Q1 20212
Davis Capital Management 220.53%0.63%0.72%Q1 2020Q2 20202
JACKSON SQUARE CAPITAL, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Brave Warrior Advisors 220.01%0.01%0.01%Q2 2023Q3 20232
Fortis Group Advisors, LLC 110.00%0.01%0.01%Q3 2020Q3 20232
L1 Capital Pty Ltd 2210.23%13.51%16.80%Q4 2020Q1 20212
WealthStone, Inc. 110.01%0.07%0.14%Q2 2019Q2 20202
Invictus RG Pte. Ltd. 220.05%0.05%0.05%Q3 2014Q4 20142
Seawolf Capital, LLC 111.28%1.58%1.89%Q1 2014Q3 20142
Cordant, Inc. 110.00%0.00%0.01%Q3 2021Q1 20222
Planned Solutions, Inc. 220.02%0.02%0.02%Q3 2020Q4 20202
MTM Investment Management, LLC 220.12%0.13%0.13%Q1 2021Q2 20212
Callan Capital, LLC 220.04%0.04%0.04%Q4 2022Q1 20232
SEAVIEW INVESTMENT MANAGERS LLC 220.01%0.01%0.01%Q3 2020Q4 20202
STIFEL NICOLAUS & CO INC \MO\ 220.47%0.48%0.49%Q2 2013Q3 20132
Brown Miller Wealth Management, LLC 110.13%0.15%0.17%Q3 2021Q3 20232
Archipel Asset Management AB 110.07%0.86%1.65%Q2 2013Q3 20142
Crabel Capital Management, LLC 110.17%0.65%1.13%Q4 2019Q2 20202
Fractal Investments LLC 220.22%0.23%0.23%Q4 2021Q1 20222
Rezny Wealth Management, Inc. 220.00%0.00%0.00%Q3 2015Q4 20152
San Luis Wealth Advisors LLC 110.48%0.61%0.75%Q3 2021Q1 20222
Ground Swell Capital, LLC 220.55%0.67%0.78%Q2 2014Q3 20142
MBL Wealth, LLC 110.03%0.06%0.09%Q1 2022Q2 20232
Ibex Investors LLC 220.08%0.09%0.10%Q1 2021Q2 20212
Draper Asset Management, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Valley Brook Capital Group, Inc. 220.06%0.07%0.07%Q4 2020Q1 20212
Better Money Decisions, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
CEERA INVESTMENTS, LLC 222.18%2.25%2.32%Q1 2021Q2 20212
LMR Master Fund Ltd 220.43%0.44%0.44%Q3 2013Q4 20132
QUANTITATIVE VALUE TECHNOLOGIES, LLC 220.82%0.87%0.92%Q1 2021Q2 20212
Y.D. More Investments Ltd 220.00%0.02%0.04%Q4 2022Q1 20232
HST Ventures, LLC 111.80%5.28%8.76%Q3 2022Q1 20232
McElhenny Sheffield Capital Management, LLC 110.00%0.22%0.44%Q4 2021Q4 20222
Herold Advisors, Inc. 110.00%0.00%0.01%Q3 2021Q1 20222
Alliance Wealth Advisors, LLC /UT 220.08%0.15%0.22%Q2 2023Q3 20232
Alan B Lancz & Associates, Inc. 110.13%0.13%0.13%Q2 2022Q4 20222
GUARDIAN WEALTH ADVISORS, LLC / NC 110.04%0.04%0.04%Q4 2022Q3 20232
NORTHCAPE WEALTH MANAGEMENT, LLC 110.07%0.07%0.08%Q1 2022Q3 20222
Connective Portfolio Management, LLC 221.45%2.42%3.39%Q4 2021Q1 20222
Waypoint Capital Advisors, LLC 220.12%0.13%0.14%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.09%0.10%0.10%Q4 2021Q1 20222
Stegent Equity Advisors, Inc. 220.28%0.30%0.32%Q4 2021Q1 20222
Cardinal Point Wealth Management Partners, LLC 220.09%0.09%0.09%Q4 2021Q1 20222
Morton Brown Family Wealth, LLC 110.00%0.00%0.01%Q4 2021Q1 20232
PB INVESTMENT PARTNERS, L.P. 224.26%4.35%4.45%Q4 2021Q1 20222
Kula Investments, LLC 220.33%6.64%12.95%Q4 2022Q1 20232
Carroll Investors, Inc 220.01%0.01%0.01%Q4 2021Q1 20222
O'ROURKE & COMPANY, Inc 110.15%0.16%0.17%Q4 2022Q2 20232
Autumn Glory Partners, LLC 220.19%0.23%0.27%Q4 2021Q1 20222
Hightower 6M Holding, LLC 220.12%0.13%0.14%Q1 2022Q2 20222
Brown Shipley& Co Ltd 220.02%0.03%0.03%Q1 2023Q2 20232
Simplicity Wealth,LLC 220.17%0.18%0.19%Q2 2023Q3 20232
SIENA CAPITAL LLC 220.01%0.01%0.01%Q1 2022Q2 20222
Bill Few Associates, Inc. 220.12%0.13%0.14%Q4 2021Q1 20222
AXQ CAPITAL, LP 110.52%0.60%0.68%Q1 2023Q3 20232
Integrity Financial Corp /WA 220.15%0.16%0.17%Q4 2021Q1 20222
Fortitude Advisory Group L.L.C. 220.07%0.08%0.08%Q4 2021Q1 20222
Reynolds Investment Management, Inc. 220.43%0.44%0.45%Q1 2022Q2 20222
Cercano Management LLC 220.03%0.03%0.04%Q2 2023Q3 20232
CASTLE WEALTH MANAGEMENT LLC 220.04%0.05%0.05%Q2 2022Q3 20222
Coppell Advisory Solutions Corp. 220.42%0.43%0.45%Q4 2022Q1 20232
V-Square Quantitative Management LLC 220.01%0.05%0.08%Q2 2023Q3 20232
MGO Private Wealth, LLC 220.35%0.35%0.36%Q3 2022Q4 20222
UNDERHILL INVESTMENT MANAGEMENT LLC 220.81%0.88%0.95%Q2 2013Q3 20132
Johnson & White Wealth Management, LLC 110.19%0.22%0.24%Q3 2022Q3 20232
Fiduciary Alliance LLC 110.00%0.00%0.00%Q4 2022Q2 20232
Verum Partners LLC 110.17%0.22%0.28%Q4 2022Q3 20232
Fortis Capital Advisors, LLC 220.02%0.03%0.03%Q4 2022Q1 20232
Icon Wealth Advisors, LLC 220.03%0.03%0.03%Q3 2022Q4 20222
Grey Fox Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2022Q1 20232
Milestone Investment Advisors LLC 110.07%0.07%0.07%Q1 2023Q3 20232
Grey Street Capital, LLC 220.20%0.20%0.21%Q2 2023Q3 20232
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Alpha Financial Advisors, LLC 220.15%0.23%0.30%Q4 2022Q1 20232
KLR INVESTMENT ADVISORS, LLC 110.22%0.22%0.22%Q1 2023Q3 20232
Pine Valley Investments Ltd Liability Co 220.03%0.03%0.04%Q2 2023Q3 20232
TITLEIST ASSET MANAGEMENT, LLC 110.04%0.05%0.06%Q1 2023Q3 20232
Portside Wealth Group, LLC 220.32%0.47%0.61%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.01%0.02%Q2 2023Q3 20232
Nemes Rush Group LLC 220.02%0.02%0.02%Q2 2023Q3 20232
First County Bank /CT/ 110.10%0.11%0.12%Q4 2022Q2 20232
Slagle Financial, LLC 221.73%1.75%1.76%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
UNION SAVINGS BANK 220.04%0.04%0.04%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.55%0.55%0.55%Q2 2023Q3 20232
Arcataur Capital Management LLC 220.10%0.10%0.10%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.16%0.28%0.40%Q2 2023Q3 20232
SEVEN MILE ADVISORY 220.27%0.29%0.31%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.01%0.05%0.09%Q2 2023Q3 20232
PFW Advisors LLC 220.16%0.16%0.16%Q2 2023Q3 20232
Corrigan Financial, Inc. 110.22%0.26%0.31%Q1 2016Q1 20192
CGC Financial Services, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
Peoples Bank/KS 221.74%1.82%1.90%Q3 2023Q4 20232
SFMG, LLC 110.02%0.02%0.02%Q1 2015Q3 20232
Carlton Hofferkamp & Jenks Wealth Management, LLC 220.34%0.40%0.46%Q3 2013Q4 20132
Crystal Rock Capital Management 220.72%0.76%0.80%Q1 2016Q2 20162
Retirement Planning Group, LLC 220.08%0.09%0.09%Q2 2013Q3 20132
NEW VERNON INVESTMENT MANAGEMENT LLC 220.42%0.57%0.72%Q2 2014Q3 20142
Yost Capital Management, LP 229.11%9.21%9.31%Q4 2016Q1 20172
SAROFIM FAYEZ 110.02%0.17%0.32%Q4 2012Q3 20132
VISTA CAPITAL PARTNERS, INC. 220.05%0.05%0.05%Q3 2019Q4 20192
Winchester Group Inc. 221.07%1.07%1.07%Q2 2013Q3 20132
TB Alternative Assets Ltd. 221.08%1.63%2.18%Q4 2020Q1 20212
Scotia Asset Management L.P. 220.41%0.42%0.43%Q2 2013Q3 20132
SPRINGOWL ASSOCIATES LLC 223.05%3.25%3.46%Q4 2020Q1 20212
Petrus Trust Company, LTA 110.02%0.04%0.05%Q4 2022Q2 20232
Q Global Advisors, LLC 220.33%0.43%0.53%Q2 2020Q3 20202
International Value Advisers 226.33%6.75%7.17%Q3 2020Q4 20202
Aldebaran Capital, LLC 224.15%4.39%4.64%Q4 2022Q1 20232
Raging Capital Management, LLC 112.52%4.31%6.10%Q3 2016Q4 20182
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV 110.12%0.14%0.17%Q4 2019Q2 20222
Greenwich Wealth Management LLC 220.07%0.08%0.08%Q1 2016Q2 20162
Toscafund Asset Management LLP 227.33%8.12%8.90%Q1 2021Q2 20212
OGOREK ANTHONY JOSEPH /NY/ /ADV 220.00%0.00%0.00%Q2 2023Q3 20232
Cardinal Capital Management 220.73%0.92%1.10%Q4 2019Q1 20202
CQS Cayman LP 221.42%1.54%1.67%Q2 2019Q3 20192
STRALEM & CO INC 220.00%0.00%0.01%Q1 2020Q2 20202
Baltimore-Washington Financial Advisors Inc. 221.56%1.64%1.72%Q2 2013Q3 20132
Telemark Asset Management, LLC 221.05%1.43%1.80%Q4 2016Q1 20172
COUNTRY FUND MANAGEMENT 221.85%1.91%1.97%Q2 2013Q3 20132
AGF MANAGEMENT LTD 110.00%0.01%0.01%Q4 2022Q3 20232
Cheyne Capital Management (UK) LLP 110.97%1.01%1.05%Q2 2013Q3 20152
Tradeworx Inc. 220.16%0.23%0.30%Q3 2013Q4 20132
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 111.10%1.18%1.26%Q1 2022Q4 20222
MENTA CAPITAL LLC 110.06%0.08%0.11%Q4 2015Q3 20162
Bridgecreek Investment Management, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 221.37%1.91%2.46%Q3 2016Q4 20162
FIRST NATIONAL CORP /MA/ /ADV 220.04%0.04%0.04%Q4 2018Q1 20192
Campbell & CO Investment Adviser LLC 220.05%0.60%1.15%Q2 2013Q3 20132
BALTIMORE CAPITAL MANAGEMENT, INC 220.30%0.32%0.33%Q1 2017Q2 20172
CAPITAL MANAGEMENT ASSOCIATES /NY/ 220.01%0.01%0.02%Q4 2022Q1 20232
RESOURCE CONSULTING GROUP INC 110.10%0.12%0.14%Q3 2022Q2 20232
Castle Creek Arbitrage, LLC 220.73%0.98%1.24%Q3 2015Q4 20152
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
BBVA USA 220.13%0.15%0.17%Q2 2021Q3 20212
ALLIED IRISH BANKS PLC 224.93%5.08%5.24%Q2 2013Q3 20132
Board of Trustees of The Leland Stanford Junior University 110.05%0.43%0.80%Q2 2014Q4 20152
Eton Park Capital Management, L.P. 220.98%1.36%1.75%Q4 2016Q1 20172
Owl Creek Asset Management, L.P. 220.25%0.87%1.49%Q1 2023Q2 20232
CHAPIN DAVIS, INC. 220.10%0.10%0.11%Q2 2023Q3 20232
Harvest Capital Strategies LLC 220.16%0.21%0.26%Q3 2015Q4 20152
ALBERT D MASON INC 220.18%0.19%0.20%Q1 2018Q2 20182
BERKLEY W R CORP 113.16%3.16%3.16%Q4 2017Q4 20172
EQUITEC PROPRIETARY MARKETS, LLC 110.02%0.06%0.10%Q4 2014Q4 20212
Omega Advisors Inc. 220.81%1.10%1.39%Q4 2017Q1 20182
MORGAN JESS S & CO INC 222.54%2.67%2.80%Q4 2021Q1 20222
JUMP TRADING, LLC 220.01%0.02%0.02%Q2 2019Q3 20192
STANCORP INVESTMENT ADVISERS INC 220.13%0.16%0.19%Q4 2014Q1 20152
IVORY INVESTMENT MANAGEMENT, LLC 110.25%0.64%1.03%Q1 2016Q3 20162
MOSELEY INVESTMENT MANAGEMENT INC 220.27%0.29%0.30%Q1 2019Q2 20192
QUAKER CAPITAL MANAGEMENT CORP 220.05%0.05%0.05%Q2 2013Q3 20132
EQUITEC SPECIALISTS, LLC 220.01%0.02%0.04%Q3 2016Q4 20162
MACNEALY HOOVER INVESTMENT MANAGEMENT INC 110.17%0.17%0.17%Q4 2014Q2 20152
Gruss & Co., LLC 224.06%4.35%4.64%Q4 2020Q1 20212
ADVENT CAPITAL MANAGEMENT /DE/ 220.10%0.12%0.15%Q3 2016Q4 20162
C M BIDWELL & ASSOCIATES LTD 110.06%0.55%1.05%Q3 2013Q2 20142
MITCHELL CAPITAL MANAGEMENT CO 220.08%0.08%0.09%Q1 2017Q2 20172
OAKMONT Corp 223.82%4.10%4.37%Q4 2016Q1 20172
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.01%Q1 2021Q2 20212
CANYON CAPITAL ADVISORS LLC 110.75%1.05%1.36%Q4 2015Q4 20162
WILLIAM HARRIS INVESTORS INC 220.12%0.17%0.22%Q3 2016Q4 20162
NORTHERN TRUST CO OF CONNECTICUT 220.56%0.57%0.57%Q2 2013Q3 20132
PENSECO FINANCIAL SERVICES CORP 220.81%0.81%0.82%Q2 2013Q3 20132
Par Capital Management 220.02%0.02%0.03%Q3 2022Q4 20222
CLEAR STREET LLC 110.13%0.13%0.13%Q4 2022Q4 20222
Stratos Investment Management, LLC 110.14%0.18%0.21%Q1 2019Q2 20202
Caption Management, LLC 110.02%0.03%0.04%Q3 2020Q3 20202
Parkside Investments, LLC 110.08%0.09%0.10%Q4 2017Q3 20182
Seelaus Asset Management LLC 110.24%0.25%0.25%Q4 2017Q4 20222
MCIA Inc 220.07%0.08%0.09%Q2 2017Q3 20172
Cordatus Wealth Management LLC 110.07%0.10%0.13%Q3 2020Q1 20222
SHERBROOKE PARK ADVISERS LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Financial Partners Group, LLC 110.35%0.35%0.35%Q3 2023Q3 20231
Core Wealth Partners LLC 110.36%0.36%0.36%Q4 2022Q4 20221
Mill Creek Capital Advisors, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
OLD REPUBLIC INTERNATIONAL CORP 110.47%0.47%0.47%Q3 2016Q3 20161
Redwood Wealth Management Group, LLC 110.27%0.27%0.27%Q1 2023Q1 20231
Rainier Group Investment Advisory LLC 110.13%0.13%0.13%Q1 2018Q1 20181
Beaumont Financial Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Warther Private Wealth, LLC 110.28%0.28%0.28%Q1 2022Q1 20221
Seacliff Capital, LLC 110.90%0.90%0.90%Q1 2019Q1 20191
3G Capital Partners 110.94%0.94%0.94%Q3 2016Q3 20161
Centurion Wealth Management LLC 110.12%0.12%0.12%Q4 2022Q4 20221
ELEFANTE MICHAEL B 110.00%0.00%0.00%Q3 2014Q3 20141
Cardinal Point Capital Management, ULC 110.07%0.07%0.07%Q1 2023Q1 20231
Lodestone Wealth Management LLC 110.14%0.14%0.14%Q2 2023Q2 20231
HABER TRILIX ADVISORS, LP 110.01%0.01%0.01%Q2 2013Q2 20131
FREEDOM WEALTH ALLIANCE, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Infini Capital Management Ltd 111.37%1.37%1.37%Q1 2021Q1 20211
MANA Advisors LLC 110.77%0.77%0.77%Q1 2018Q1 20181
KBI Global Investors Ltd 111.61%1.61%1.61%Q2 2016Q2 20161
Northwest Bank & Trust Co 110.05%0.05%0.05%Q2 2023Q2 20231
ANGELES WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Range Financial Group LLC 110.33%0.33%0.33%Q2 2021Q2 20211
EPACRIA CAPITAL PARTNERS, LLC 110.65%0.65%0.65%Q4 2022Q4 20221
Walker Asset Management, LLC 110.17%0.17%0.17%Q4 2023Q4 20231
Safeguard Financial, LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Kohlberg Kravis Roberts & Co. L.P. 110.09%0.09%0.09%Q1 2014Q1 20141
Bandera Partners LLC 110.49%0.49%0.49%Q1 2018Q1 20181
Game Creek Capital, LP 110.08%0.08%0.08%Q4 2017Q4 20171
Fortune 45 LLC 110.28%0.28%0.28%Q2 2022Q2 20221
FIRST FINANCIAL EQUITY CORPORATION 110.98%0.98%0.98%Q1 2017Q1 20171
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
SCP Investment, LP 110.14%0.14%0.14%Q3 2019Q3 20191
Comprehensive Financial Consultants Institutional, Inc. 110.08%0.08%0.08%Q4 2021Q4 20211
Glassy Mountain Advisors, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Salzman Financial Management 1124.44%24.44%24.44%Q4 2019Q4 20191
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 110.16%0.16%0.16%Q2 2020Q2 20201
Bullseye Investment Management, LLC 111.37%1.37%1.37%Q1 2023Q1 20231
KDI CAPITAL PARTNERS LLC 110.17%0.17%0.17%Q4 2018Q4 20181
Mathes Company, Inc. 111.43%1.43%1.43%Q4 2015Q4 20151
Hawkeye Capital Management, LLC 1128.44%28.44%28.44%Q3 2016Q3 20161
Blue Granite Capital, LLC 111.10%1.10%1.10%Q3 2017Q3 20171
Arrow Capital Management, LLC 114.52%4.52%4.52%Q3 2016Q3 20161
Telemus Investment Management, LLC 110.05%0.05%0.05%Q2 2013Q2 20131
Global Wealth Strategies & Associates 110.00%0.00%0.00%Q1 2023Q1 20231
Evolution Capital Management LLC 111.43%1.43%1.43%Q4 2022Q4 20221
BluePath Capital Management, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
ADAMSBROWN WEALTH CONSULTANTS LLC 110.18%0.18%0.18%Q1 2022Q1 20221
William Allan Corp 110.01%0.01%0.01%Q4 2021Q4 20211
KETTLE HILL CAPITAL MANAGEMENT, LLC 110.74%0.74%0.74%Q1 2021Q1 20211
NBC SECURITIES, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
KRS Capital Management, LLC 110.02%0.02%0.02%Q4 2021Q4 20211
KRAEMATON INVESTMENT ADVISORS, INC 110.01%0.01%0.01%Q4 2022Q4 20221
CTC Capital Management, LLC 110.66%0.66%0.66%Q1 2022Q1 20221
Next Level Private LLC 110.59%0.59%0.59%Q2 2022Q2 20221
Forward Management, LLC 110.03%0.03%0.03%Q3 2016Q3 20161
Paradigm Capital Management, LLC/NV 110.23%0.23%0.23%Q1 2022Q1 20221
WEST MICHIGAN ADVISORS, LLC 110.07%0.07%0.07%Q3 2023Q3 20231
Nauset Wealth Management. LLC 110.00%0.00%0.00%Q1 2022Q1 20221
AHL INVESTMENT MANAGEMENT, INC. 110.04%0.04%0.04%Q4 2021Q4 20211
Leverty Financial Group, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
EdgeRock Capital LLC 110.01%0.01%0.01%Q3 2022Q3 20221
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
ARROWGRASS CAPITAL PARTNERS LLP 111.00%1.00%1.00%Q4 2016Q4 20161
Wright Private Asset Management 113.43%3.43%3.43%Q2 2013Q2 20131
Widmann Financial Services, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Conrad Siegel Investment Advisors, Inc. 110.53%0.53%0.53%Q4 2021Q4 20211
Ako Capital 113.41%3.41%3.41%Q4 2016Q4 20161
AVAII WEALTH MANAGEMENT, LLC 110.16%0.16%0.16%Q3 2023Q3 20231
HOWARD HUGHES MEDICAL INSTITUTE 110.01%0.01%0.01%Q1 2014Q1 20141
Santori & Peters, Inc. 110.10%0.10%0.10%Q4 2017Q4 20171
HOME FEDERAL BANK OF TENNESSEE 110.14%0.14%0.14%Q4 2015Q4 20151
Henrickson Nauta Wealth Advisors, Inc. 110.05%0.05%0.05%Q4 2021Q4 20211
COTTONWOOD CAPITAL ADVISORS, LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Masso Torrence Wealth Management Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Delphia (USA) Inc. 110.22%0.22%0.22%Q1 2022Q1 20221
Vanguard Capital Wealth Advisors 110.20%0.20%0.20%Q4 2020Q4 20201
Vahanian & Associates Financial Planning Inc. 110.38%0.38%0.38%Q4 2021Q4 20211
WIN ADVISORS, INC 110.10%0.10%0.10%Q3 2023Q3 20231
BlueCrest Capital Management LLP 110.04%0.04%0.04%Q2 2014Q2 20141
Smithwood Advisers, L.P. 110.34%0.34%0.34%Q2 2013Q2 20131
MBB PUBLIC MARKETS I LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Independent Wealth Network Inc. 110.13%0.13%0.13%Q3 2021Q3 20211
UNIO CAPITAL LLC 110.25%0.25%0.25%Q4 2017Q4 20171
Accurate Wealth Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Cardinal Point Wealth Management LLC 110.10%0.10%0.10%Q3 2021Q3 20211
Smart Portfolios, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
MARSHALL & SULLIVAN INC /WA/ 110.00%0.00%0.00%Q2 2022Q2 20221
TRB Advisors LP 113.24%3.24%3.24%Q4 2017Q4 20171
FIDUCIARY ASSET MANAGEMENT LLC 110.22%0.22%0.22%Q2 2013Q2 20131
Financial Advantage, Inc. 110.00%0.00%0.00%Q3 2017Q3 20171
Shilanski & Associates, Inc. 110.08%0.08%0.08%Q3 2022Q3 20221
Benedetti & Gucer, Inc. 110.10%0.10%0.10%Q2 2023Q2 20231
PLANNING DIRECTIONS INC 110.32%0.32%0.32%Q1 2020Q1 20201
RWC Asset Management LLP 110.01%0.01%0.01%Q1 2014Q1 20141
FIRST BUSINESS FINANCIAL SERVICES, INC. 110.06%0.06%0.06%Q4 2018Q4 20181
Regis Management CO LLC 110.09%0.09%0.09%Q4 2015Q4 20151
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Timelo Investment Management Inc. 111.37%1.37%1.37%Q4 2022Q4 20221
Geduld E E 111.10%1.10%1.10%Q4 2013Q4 20131
Gallagher Benefit Services, Inc. 110.18%0.18%0.18%Q4 2022Q4 20221
CONSOLIDATED CAPITAL MANAGEMENT, LLC 111.13%1.13%1.13%Q4 2016Q4 20161
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Kowal Investment Group, LLC 110.01%0.01%0.01%Q3 2021Q3 20211
Oak Point Wealth Management 110.46%0.46%0.46%Q4 2017Q4 20171
Safeguard Investment Advisory Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
True Link Financial Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Espalier Global Management LLC 110.90%0.90%0.90%Q1 2014Q1 20141
ADE, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Banco BTG Pactual SA 110.98%0.98%0.98%Q4 2015Q4 20151
Senvest Management, LLC 110.32%0.32%0.32%Q3 2016Q3 20161
Cai Capital Management, Inc. 110.18%0.18%0.18%Q2 2013Q2 20131
Covenant Asset Management, LLC 110.17%0.17%0.17%Q4 2016Q4 20161
Team Financial Group, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
New England Investment & Retirement Group, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
Opal Wealth Advisors, LLC 110.23%0.23%0.23%Q1 2021Q1 20211
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Southpoint Capital Advisors LP 110.25%0.25%0.25%Q2 2020Q2 20201
Vantage Consulting Group Inc 110.01%0.01%0.01%Q4 2020Q4 20201
TKG Advisors, LLC 111.17%1.17%1.17%Q4 2022Q4 20221
TRH Financial, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
COHEN & STEERS CAPITAL MANAGEMENT INC 110.07%0.07%0.07%Q1 2015Q1 20151
Impala Asset Management LLC 110.72%0.72%0.72%Q3 2015Q3 20151
J. W. Coons Advisors, LLC 110.10%0.10%0.10%Q1 2020Q1 20201
ADAR Investment Management LP 111.41%1.41%1.41%Q2 2013Q2 20131
Infini Master Fund 111.37%1.37%1.37%Q1 2021Q1 20211
Cerro Pacific Wealth Advisors LLC 110.14%0.14%0.14%Q4 2020Q4 20201
STRATEGIC WEALTH MANAGEMENT INC 110.57%0.57%0.57%Q1 2020Q1 20201
MPI INVESTMENT MANAGEMENT, INC. 112.93%2.93%2.93%Q4 2017Q4 20171
Altus Wealth Group LLC 110.03%0.03%0.03%Q4 2020Q4 20201
B, B, H, & B INC. 110.05%0.05%0.05%Q4 2020Q4 20201
BEDEL FINANCIAL CONSULTING INC 110.08%0.08%0.08%Q3 2023Q3 20231
ForthRight Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 111.16%1.16%1.16%Q4 2020Q4 20201
Birchcreek Wealth Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
IVY LANE CAPITAL MANAGEMENT, LLC 112.83%2.83%2.83%Q4 2020Q4 20201
Monterey Private Wealth, Inc. 110.13%0.13%0.13%Q1 2022Q1 20221
Champlain Investment Partners, LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Astrantus Ltd 110.79%0.79%0.79%Q1 2022Q1 20221
MainStreet Investment Advisors LLC 110.08%0.08%0.08%Q1 2020Q1 20201
LEVEL FOUR FINANCIAL, LLC 110.11%0.11%0.11%Q3 2021Q3 20211
SPHINX TRADING, LP 110.06%0.06%0.06%Q4 2016Q4 20161
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.64%0.64%0.64%Q2 2018Q2 20181
Simply Money Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
Nokomis Capital, L.L.C. 110.15%0.15%0.15%Q3 2016Q3 20161
Wealthstream Advisors, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
Paragon Wealth Strategies, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Fore Research & Management, LP 110.39%0.39%0.39%Q3 2016Q3 20161
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.19%0.19%0.19%Q4 2021Q4 20211
NEXT Financial Holdings 110.10%0.10%0.10%Q1 2019Q1 20191
Baron Financial Group, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
Portfolio Solutions, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
CATALYST PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Jackson Creek Investment Advisors LLC 110.32%0.32%0.32%Q3 2023Q3 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.08%0.08%0.08%Q3 2022Q3 20221
Anchorage Capital Group, L.L.C. 112.89%2.89%2.89%Q3 2019Q3 20191
Capital CS Group, LLC 110.20%0.20%0.20%Q2 2021Q2 20211
NORTH AMERICAN MANAGEMENT CORP 110.05%0.05%0.05%Q4 2015Q4 20151
Segantii Capital Management Ltd 111.81%1.81%1.81%Q3 2016Q3 20161
MIZUHO MARKETS AMERICAS LLC 110.47%0.47%0.47%Q3 2023Q3 20231
Amalgamated Financial Corp. 110.38%0.38%0.38%Q1 2022Q1 20221
CORDA Investment Management, LLC. 110.58%0.58%0.58%Q2 2016Q2 20161
SOCIETE GENERALE 110.01%0.01%0.01%Q2 2016Q2 20161
INCEPTIONR LLC 110.42%0.42%0.42%Q4 2022Q4 20221
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
PACIFIC FINANCIAL GROUP INC 110.00%0.00%0.00%Q4 2014Q4 20141
Kinloch Capital, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Sterling Global Strategies LLC 110.03%0.03%0.03%Q4 2018Q4 20181
Vulcan Value Partners, LLC 110.00%0.00%0.00%Q2 2014Q2 20141
Capstone Triton Financial Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Ranger International Management, LP 110.03%0.03%0.03%Q2 2013Q2 20131
REBALANCE, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BERNZOTT CAPITAL ADVISORS 110.07%0.07%0.07%Q3 2014Q3 20141
Inspire Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Truadvice, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Thiel Macro LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Bigelow Investment Advisors, LLC 110.28%0.28%0.28%Q4 2017Q4 20171
PACIFIC SUN FINANCIAL CORP 111.83%1.83%1.83%Q4 2017Q4 20171
Mokosak Advisory Group, LLC 110.08%0.08%0.08%Q1 2022Q1 20221
Revolve Wealth Partners, LLC 110.06%0.06%0.06%Q4 2022Q4 20221
Systematic Alpha Investments, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
Kerntke Otto McGlone Wealth Management Group 110.28%0.28%0.28%Q4 2019Q4 20191
MADDEN SECURITIES Corp 110.05%0.05%0.05%Q4 2022Q4 20221
TURNER INVESTMENTS LLC 110.04%0.04%0.04%Q3 2014Q3 20141
Glacier Peak Capital LLC 110.90%0.90%0.90%Q2 2019Q2 20191
Nine Chapters Capital Management LLC 110.04%0.04%0.04%Q2 2015Q2 20151
BALLAST ADVISORS LLC 110.17%0.17%0.17%Q4 2019Q4 20191
BLOOM TREE PARTNERS, LLC 113.61%3.61%3.61%Q1 2020Q1 20201
Fusion Capital, LLC 110.19%0.19%0.19%Q4 2019Q4 20191
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 110.05%0.05%0.05%Q3 2022Q3 20221
Stonebridge Financial Planning Group, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WESTFIELD CAPITAL MANAGEMENT CO LP 110.69%0.69%0.69%Q3 2018Q3 20181
Hummer Financial Advisory Services Inc 110.24%0.24%0.24%Q4 2019Q4 20191
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 110.11%0.11%0.11%Q3 2017Q3 20171
Copperleaf Capital, LLC 110.23%0.23%0.23%Q1 2023Q1 20231
BLACKTHORN INVESTMENT GROUP LLC 110.25%0.25%0.25%Q2 2013Q2 20131
DRIEHAUS CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2016Q3 20161
Lion Street Advisors, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Scepter Holdings, Inc. 110.08%0.08%0.08%Q2 2013Q2 20131
HIGHLAND CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q2 2015Q2 20151
Cardinal Strategic Wealth Guidance 110.18%0.18%0.18%Q4 2019Q4 20191
STRATEGY ASSET MANAGERS LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Tiger Eye Capital LLC 112.27%2.27%2.27%Q4 2016Q4 20161
Ayrshire Capital Management LLC 111.00%1.00%1.00%Q4 2019Q4 20191
ASCEND CAPITAL, LLC 110.39%0.39%0.39%Q2 2016Q2 20161
Secure Asset Management, LLC 110.26%0.26%0.26%Q4 2019Q4 20191
Briaud Financial Planning, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
Gator Capital Management, LLC 110.55%0.55%0.55%Q4 2018Q4 20181
National Investment Services of America, LLC 111.54%1.54%1.54%Q4 2020Q4 20201
JANA PARTNERS LLC 111.69%1.69%1.69%Q2 2018Q2 20181
Sunburst Financial Group, LLC 110.24%0.24%0.24%Q4 2019Q4 20191
Provident Wealth Management, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
GODSEY & GIBB, INC 110.01%0.01%0.01%Q4 2022Q4 20221
Blue Clay Capital Management, LLC 110.25%0.25%0.25%Q3 2016Q3 20161
HawsGoodwin Investment Management LLC 110.07%0.07%0.07%Q4 2020Q4 20201
ROBERTSON STEPHENS ADVISORS LLC 110.28%0.28%0.28%Q4 2016Q4 20161
Lineweaver Wealth Advisors, LLC 110.50%0.50%0.50%Q2 2022Q2 20221
Full18 Capital LLC 110.42%0.42%0.42%Q2 2021Q2 20211
Measured Wealth Private Client Group, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
Watson Rebecca 110.02%0.02%0.02%Q2 2020Q2 20201
Northern Capital Management, Inc. 110.16%0.16%0.16%Q1 2022Q1 20221
CAZENOVE CAPITAL MANAGEMENT LTD 110.25%0.25%0.25%Q2 2013Q2 20131
Central Asset Investments & Management Holdings (HK) Ltd 110.17%0.17%0.17%Q3 2017Q3 20171
Parkside Advisors LLC 110.17%0.17%0.17%Q3 2017Q3 20171
PNC Managed Account Solutions, Inc. 110.08%0.08%0.08%Q2 2021Q2 20211
BLUE ARROW CAPITAL MANAGEMENT LLC 110.04%0.04%0.04%Q2 2015Q2 20151
Chessman Wealth Strategies RIA 110.02%0.02%0.02%Q3 2018Q3 20181
Sound Point Capital Management, LP 111.63%1.63%1.63%Q3 2016Q3 20161
Leap Investments LP 110.48%0.48%0.48%Q2 2020Q2 20201
Tourbillon Capital Partners, L.P. 110.45%0.45%0.45%Q3 2016Q3 20161
EA Series Trust 110.22%0.22%0.22%Q2 2023Q2 20231
VIRGINIA RETIREMENT SYSTEM 111.15%1.15%1.15%Q1 2016Q1 20161
WELCH CAPITAL PARTNERS LLC/NY 111.16%1.16%1.16%Q4 2017Q4 20171
JBJ Investment Partners, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
MBE Wealth Management, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
COOLIDGE FRANCIS L 111.01%1.01%1.01%Q2 2013Q2 20131
RAMSEY QUANTITATIVE SYSTEMS 111.83%1.83%1.83%Q3 2021Q3 20211
Somerset Trust Co 110.01%0.01%0.01%Q4 2013Q4 20131
Silicon Valley Community Foundation 110.09%0.09%0.09%Q4 2021Q4 20211
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
EDMOND DE ROTHSCHILD (MONACO) 110.01%0.01%0.01%Q3 2016Q3 20161
Michael & Susan Dell Foundation 1111.52%11.52%11.52%Q4 2013Q4 20131
ARDSLEY ADVISORY PARTNERS LP 110.18%0.18%0.18%Q2 2015Q2 20151
BLUE SQUARE ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Meridian Wealth Advisors, LLC 110.03%0.03%0.03%Q4 2018Q4 20181
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.02%0.02%0.02%Q4 2016Q4 20161
Brendel Financial Advisors LLC 111.30%1.30%1.30%Q1 2022Q1 20221
BT Wealth Management LLC 110.09%0.09%0.09%Q4 2018Q4 20181
Human Investing LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Artemis Wealth Advisors, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Pathlight Investors LLC 110.20%0.20%0.20%Q4 2018Q4 20181
PANTHERA INVESTMENT GmbH 110.55%0.55%0.55%Q1 2015Q1 20151
Bienville Capital Management, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
CHARLES STEWART MOTT FOUNDATION 111.12%1.12%1.12%Q3 2015Q3 20151
Shulman DeMeo Asset Management LLC 110.14%0.14%0.14%Q4 2019Q4 20191
NICHOLAS COMPANY, INC. 111.53%1.53%1.53%Q2 2013Q2 20131
Clearwater Capital Advisors, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
Planning Solutions Group LLC 110.15%0.15%0.15%Q4 2018Q4 20181
Probabilities Fund Management, LLC 110.39%0.39%0.39%Q4 2018Q4 20181
Jafra Capital Management LP 112.11%2.11%2.11%Q2 2018Q2 20181
Grandview Asset Management LLC 110.03%0.03%0.03%Q1 2021Q1 20211
Pinnacle Wealth Advisors 110.04%0.04%0.04%Q2 2021Q2 20211
Hitchwood Capital Management LP 110.09%0.09%0.09%Q2 2021Q2 20211
KENSICO CAPITAL MANAGEMENT CORP 110.63%0.63%0.63%Q4 2013Q4 20131
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SCHWARTZ INVESTMENT COUNSEL INC 110.01%0.01%0.01%Q2 2015Q2 20151
HOWARD WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Susquehanna International Group Ltd. 110.19%0.19%0.19%Q2 2021Q2 20211
Alden Global Capital LLC 112.57%2.57%2.57%Q1 2020Q1 20201
DeDora Capital, Inc. 110.00%0.00%0.00%Q1 2022Q1 20221
EWG Elevate Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
RiverGlades Family Offices LLC 110.20%0.20%0.20%Q1 2018Q1 20181
WESTWOOD MANAGEMENT CORP /IL/ 110.04%0.04%0.04%Q4 2014Q4 20141
Sassicaia Capital Advisers LLC 111.94%1.94%1.94%Q4 2020Q4 20201
INFRASTRUCTURE CAPITAL ADVISORS, LLC 110.20%0.20%0.20%Q3 2019Q3 20191
NEW GENERATION ADVISORS, LLC 112.55%2.55%2.55%Q3 2013Q3 20131
Lighthouse Financial Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Crawford Lake Capital Management, LLC 113.23%3.23%3.23%Q3 2020Q3 20201
Valentine Capital Asset Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Ironwood Wealth Management, LLC. 110.04%0.04%0.04%Q3 2017Q3 20171
Achievement Holdings L.P. 110.19%0.19%0.19%Q2 2015Q2 20151
Pasadena Private Wealth, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
Verde Servicos Internacionais S.A. 111.99%1.99%1.99%Q4 2017Q4 20171
Ada Investment Management, LP 110.22%0.22%0.22%Q3 2015Q3 20151
Armor Investment Advisors, LLC 110.22%0.22%0.22%Q4 2016Q4 20161
Reitz Capital Advisors LLC 110.00%0.00%0.00%Q2 2020Q2 20201
JACKSON PARK CAPITAL, LLC 112.73%2.73%2.73%Q3 2016Q3 20161
JUNCTURE WEALTH STRATEGIES, LLC 110.10%0.10%0.10%Q4 2022Q4 20221
Next Capital Management LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Ninety One North America, Inc. 110.37%0.37%0.37%Q3 2018Q3 20181
Cooperatieve Rabobank U.A. 111.44%1.44%1.44%Q3 2013Q3 20131
Red Cedar Management, LP 114.29%4.29%4.29%Q4 2017Q4 20171
INSPIRION WEALTH ADVISORS, LLC 110.10%0.10%0.10%Q4 2017Q4 20171
Heritage Financial Services, LLC 110.01%0.01%0.01%Q2 2022Q2 20221
Haafor (Singapore) Pte. Ltd. 110.95%0.95%0.95%Q3 2020Q3 20201
Lebenthal Wealth Advisors, LLC 112.65%2.65%2.65%Q2 2016Q2 20161
TAP Consulting, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Cox Capital Mgt LLC 110.01%0.01%0.01%Q1 2020Q1 20201
ADVISOR CONSULTANT NETWORK INC 110.11%0.11%0.11%Q3 2016Q3 20161
EGERTON CAPITAL LTD 114.66%4.66%4.66%Q2 2013Q2 20131
Stillwater Investment Management, L.P. 112.10%2.10%2.10%Q3 2016Q3 20161
Silver Bridge Capital Management LLC 110.77%0.77%0.77%Q2 2013Q2 20131
All Season Financial Advisors, Inc. 110.40%0.40%0.40%Q3 2022Q3 20221
Old Port Advisors 110.09%0.09%0.09%Q1 2021Q1 20211
KOCH INDUSTRIES INC 110.03%0.03%0.03%Q1 2018Q1 20181
Benson Investment Management Company, Inc. 112.06%2.06%2.06%Q3 2023Q3 20231
Vident Advisory, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Opes Advisors Inc 110.17%0.17%0.17%Q2 2018Q2 20181
HOLT-SMITH ADVISORS INC 111.49%1.49%1.49%Q2 2013Q2 20131
ALLSTATE INVESTMENT MANAGEMENT CO 110.18%0.18%0.18%Q4 2022Q4 20221
TRENT CAPITAL MANAGEMENT INC /NC/ 110.11%0.11%0.11%Q4 2016Q4 20161
Hall Private Wealth Advisors 110.27%0.27%0.27%Q3 2023Q3 20231
FORTALEZA ASSET MANAGEMENT INC/ 110.59%0.59%0.59%Q2 2013Q2 20131
Landmark Financial Advisors, LLC 110.22%0.22%0.22%Q1 2015Q1 20151
Ostrum Asset Management U.S., LLC 110.22%0.22%0.22%Q4 2018Q4 20181
Mariner Wealth Advisors-NYC, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Stewardship Financial Advisors, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Provident Investment Management, Inc. 110.04%0.04%0.04%Q4 2017Q4 20171
Heartwood Wealth Management Ltd 110.02%0.02%0.02%Q3 2016Q3 20161
Relative Value Partners Group, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
XTX MARKETS LLC 110.88%0.88%0.88%Q1 2020Q1 20201
OmniStar Financial Group, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Wells Trecaso Financial Group, LLC 110.22%0.22%0.22%Q4 2017Q4 20171
DRW SECURITIES, L.L.C. 110.04%0.04%0.04%Q3 2022Q3 20221
Fulcrum Equity Management 110.00%0.00%0.00%Q3 2019Q3 20191
AMS Capital Ltda 112.11%2.11%2.11%Q1 2018Q1 20181
Tairen Capital Ltd 111.04%1.04%1.04%Q1 2022Q1 20221
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
KNIGHT CAPITAL GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
STRYCKER VIEW CAPITAL LLC 1114.82%14.82%14.82%Q2 2021Q2 20211
Avitas Wealth Management LLC 111.12%1.12%1.12%Q2 2018Q2 20181
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 110.38%0.38%0.38%Q3 2013Q3 20131
FLOW TRADERS U.S. LLC 110.05%0.05%0.05%Q1 2017Q1 20171
Saratoga Research & Investment Management 110.01%0.01%0.01%Q3 2017Q3 20171
State of New Jersey Common Pension Fund A 111.90%1.90%1.90%Q1 2014Q1 20141
Hilltop Park Associates LLC 114.06%4.06%4.06%Q3 2016Q3 20161
MDE Group 110.09%0.09%0.09%Q1 2015Q1 20151
Manikay Partners, LLC 111.04%1.04%1.04%Q3 2016Q3 20161
Daiwa Capital Markets America Inc. 110.10%0.10%0.10%Q4 2013Q4 20131
MISSOURI VALLEY PARTNERS, INC. 111.41%1.41%1.41%Q3 2013Q3 20131
GETCO Holding Company, LLC 110.21%0.21%0.21%Q2 2013Q2 20131
Ninety One SA (PTY) Ltd 110.87%0.87%0.87%Q2 2016Q2 20161
RAPTOR CAPITAL MANAGEMENT LP 114.46%4.46%4.46%Q1 2014Q1 20141
Orinda Asset Management LLC 110.08%0.08%0.08%Q2 2015Q2 20151
MASSACHUSETTS MUTUAL LIFE INSURANCE CO 110.44%0.44%0.44%Q3 2013Q3 20131
Lumina Fund Management LLC 110.39%0.39%0.39%Q1 2020Q1 20201
KSA CAPITAL MANAGEMENT, LLC 110.19%0.19%0.19%Q2 2015Q2 20151
SPRING CREEK CAPITAL LLC 110.20%0.20%0.20%Q2 2018Q2 20181
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
R&F Capital Advisors LP 110.42%0.42%0.42%Q1 2017Q1 20171
GALAXY CAPITAL TRADING LTD 110.77%0.77%0.77%Q3 2013Q3 20131
ROMANO BROTHERS AND COMPANY 110.03%0.03%0.03%Q4 2022Q4 20221
NEOS Investment Management LLC 110.21%0.21%0.21%Q3 2023Q3 20231
United Community Bank 110.08%0.08%0.08%Q3 2023Q3 20231
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 110.02%0.02%0.02%Q3 2016Q3 20161
RUSHMORE INVESTMENT ADVISORS, INC. 111.12%1.12%1.12%Q2 2013Q2 20131
SYNTAX RESEARCH, INC. 110.07%0.07%0.07%Q3 2023Q3 20231
QUEST INVESTMENT MANAGEMENT LLC 110.68%0.68%0.68%Q2 2013Q2 20131
SYON CAPITAL LLC 110.08%0.08%0.08%Q3 2023Q3 20231
ROGCO, LP 110.04%0.04%0.04%Q3 2023Q3 20231
PFM Health Sciences, LP 110.39%0.39%0.39%Q4 2014Q4 20141
Annis Gardner Whiting Capital Advisors, LLC 110.40%0.40%0.40%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Partner Investment Management, L.P. 110.49%0.49%0.49%Q4 2014Q4 20141
Grace Capital 110.04%0.04%0.04%Q4 2019Q4 20191
Sender Co & Partners, Inc. 110.42%0.42%0.42%Q4 2022Q4 20221
Invictus RG 110.03%0.03%0.03%Q1 2017Q1 20171
TIAA TRUST, NATIONAL ASSOCIATION 110.02%0.02%0.02%Q3 2023Q3 20231
QRG CAPITAL MANAGEMENT, INC. 110.19%0.19%0.19%Q3 2023Q3 20231
McQueen, Ball & Associates Inc. 110.14%0.14%0.14%Q3 2017Q3 20171
Pictet Asset Management Holding SA 110.08%0.08%0.08%Q3 2023Q3 20231
AURORA FINANCIAL ADVISORS, LLC 110.72%0.72%0.72%Q4 2017Q4 20171
Ramirez Asset Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Trellis Advisors, LLC 110.21%0.21%0.21%Q4 2017Q4 20171
NORDEN GROUP LLC 110.41%0.41%0.41%Q3 2023Q3 20231
LJI Wealth Management, LLC 110.38%0.38%0.38%Q4 2022Q4 20221
Kure Advisory, LLC 110.15%0.15%0.15%Q3 2023Q3 20231
Capital Directions Investment Advisors, LLC 110.03%0.03%0.03%Q2 2018Q2 20181
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Atomi Financial Group, Inc. 110.09%0.09%0.09%Q2 2023Q2 20231
PCA Investment Advisory Services Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
Irish Life Investment Managers Ltd. 111.31%1.31%1.31%Q2 2013Q2 20131
STELLIAM INVESTMENT MANAGEMENT, LP 112.35%2.35%2.35%Q4 2017Q4 20171
Buck Wealth Strategies, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
McCarthy Grittinger Financial Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
iA Global Asset Management Inc. 110.17%0.17%0.17%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Lakewood Asset Management LLC 110.03%0.03%0.03%Q4 2022Q4 20221
Signition LP 110.31%0.31%0.31%Q4 2017Q4 20171
Kapstone Financial Advisors LLC 110.20%0.20%0.20%Q4 2022Q4 20221
Financial Partners Group, Inc 110.18%0.18%0.18%Q4 2017Q4 20171
True Wealth Design, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Schonfeld Group Holdings LLC 110.17%0.17%0.17%Q1 2014Q1 20141
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This page lists all the filers that currently own WELLS FARGO CO NEW or have owned WELLS FARGO CO NEW in the past.