XCEL ENERGY INC shareholder history

Current and past XCEL ENERGY INC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
SUSQUEHANNA INTERNATIONAL GROUP, LLP 42420.00%0.00%0.01%Q2 2013Q3 2023109
Citadel Advisors 27140.00%0.00%0.06%Q2 2013Q3 202390
Cutler Group LLC / CA 19100.00%0.00%0.03%Q4 2015Q3 202362
HUNTINGTON NATIONAL BANK 59590.01%0.01%0.03%Q1 2009Q3 202359
HSBC HOLDINGS PLC 47470.00%0.05%0.10%Q1 2012Q3 202355
GOLDMAN SACHS GROUP INC 4240.00%0.05%0.17%Q1 2012Q3 202353
Nuveen Asset Management, LLC 21200.00%0.06%0.24%Q2 2013Q3 202352
Parallax Volatility Advisers, L.P. 1410.00%0.00%0.02%Q2 2013Q3 202351
WOLVERINE TRADING, LLC 1310.00%0.00%0.01%Q2 2016Q3 202351
BARCLAYS PLC 42420.00%0.03%0.07%Q2 2013Q3 202350
MILLENNIUM MANAGEMENT LLC 3740.00%0.12%0.68%Q2 2013Q3 202350
PEAK6 Investments LLC 1550.00%0.01%0.05%Q3 2018Q3 202349
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 49490.03%0.08%0.15%Q3 2011Q3 202349
SECURIAN ASSET MANAGEMENT, INC 49490.05%0.06%0.09%Q3 2011Q3 202349
Zurcher Kantonalbank (Zurich Cantonalbank) 48480.04%0.07%0.15%Q4 2011Q3 202348
CITIGROUP INC 42420.00%0.01%0.04%Q2 2013Q3 202346
BANK OF AMERICA CORP /DE/ 42420.00%0.03%0.10%Q2 2013Q3 202345
UBS Group AG 36360.00%0.01%0.03%Q4 2014Q3 202345
AMALGAMATED BANK 44440.05%0.08%0.13%Q4 2012Q3 202344
KEYBANK NATIONAL ASSOCIATION/OH 44440.00%0.02%0.13%Q4 2012Q3 202344
WELLS FARGO & COMPANY/MN 42420.00%0.06%0.15%Q2 2013Q3 202344
ROYAL BANK OF CANADA 42420.01%0.09%0.19%Q2 2013Q3 202344
CREDIT SUISSE AG/ 43430.00%0.04%0.09%Q1 2013Q3 202344
First Horizon Advisors, Inc. 23210.00%0.01%0.03%Q1 2012Q3 202344
TCI Wealth Advisors, Inc. 44440.00%0.07%0.12%Q4 2012Q3 202344
AQR Capital Management 4210.03%0.10%0.27%Q4 2012Q3 202343
GLENMEDE TRUST CO NA 4210.00%0.01%0.11%Q4 2012Q3 202343
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 43430.07%0.09%0.12%Q1 2013Q3 202343
BAR HARBOR WEALTH MANAGEMENT 43430.03%0.06%0.11%Q1 2013Q3 202343
CANADA PENSION PLAN INVESTMENT BOARD 43430.00%0.06%0.18%Q1 2013Q3 202343
SEGALL BRYANT & HAMILL, LLC 43430.02%0.04%0.12%Q1 2013Q3 202343
SHEETS SMITH WEALTH MANAGEMENT 43430.10%0.35%0.54%Q1 2013Q3 202343
TEXAS PERMANENT SCHOOL FUND CORP 43430.06%0.08%0.10%Q1 2013Q3 202343
JANE STREET GROUP, LLC 1710.00%0.01%0.03%Q1 2014Q3 202343
VAUGHAN DAVID INVESTMENTS LLC/IL 43430.95%1.15%1.43%Q1 2013Q3 202343
COMMERCE BANK 43430.01%0.08%0.52%Q1 2013Q3 202343
M&T BANK CORP 42420.00%0.01%0.04%Q2 2013Q3 202343
Veritable, L.P. 43430.01%0.01%0.02%Q4 2012Q2 202343
Retirement Systems of Alabama 43430.03%0.06%0.08%Q1 2013Q3 202343
KBC Group NV 42420.01%0.03%0.13%Q2 2013Q3 202342
LPL Financial LLC 42420.00%0.02%0.03%Q2 2013Q3 202342
Invesco Ltd. 42420.01%0.06%0.16%Q2 2013Q3 202342
Magellan Asset Management Ltd 42420.05%1.87%6.29%Q2 2013Q3 202342
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 42420.01%0.16%0.37%Q2 2013Q3 202342
PUBLIC SECTOR PENSION INVESTMENT BOARD 42420.01%0.09%0.43%Q2 2013Q3 202342
FineMark National Bank & Trust 42420.02%0.05%0.11%Q2 2013Q3 202342
BLAIR WILLIAM & CO/IL 42420.00%0.01%0.01%Q2 2013Q3 202342
GREAT WEST LIFE ASSURANCE CO /CAN/ 42420.00%0.06%0.10%Q2 2013Q3 202342
Hanson & Doremus Investment Management 42420.02%0.04%0.07%Q2 2013Q3 202342
HighTower Advisors, LLC 30110.00%0.03%0.05%Q2 2013Q3 202342
AMARILLO NATIONAL BANK 42420.13%0.22%0.35%Q2 2013Q3 202342
Bank of New York Mellon Corp 42420.04%0.05%0.08%Q2 2013Q3 202342
Creative Planning 42420.01%0.02%0.03%Q2 2013Q3 202342
Utah Retirement Systems 42420.07%0.10%0.13%Q2 2013Q3 202342
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 42420.00%0.02%0.08%Q2 2013Q3 202342
MORGAN STANLEY 42420.01%0.02%0.04%Q2 2013Q3 202342
NOMURA ASSET MANAGEMENT CO LTD 42420.05%0.10%0.15%Q2 2013Q3 202342
TD ASSET MANAGEMENT INC 42420.01%0.05%0.08%Q2 2013Q3 202342
FEDERATED HERMES, INC. 42420.00%0.01%0.06%Q2 2013Q3 202342
EVERENCE CAPITAL MANAGEMENT INC 42420.04%0.10%0.18%Q2 2013Q3 202342
DAVENPORT & Co LLC 42420.00%0.01%0.01%Q2 2013Q3 202342
Dorsey & Whitney Trust CO LLC 42420.06%0.24%0.48%Q2 2013Q3 202342
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 42420.05%0.07%0.11%Q2 2013Q3 202342
PANAGORA ASSET MANAGEMENT INC 42420.01%0.17%0.47%Q2 2013Q3 202342
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 42420.07%0.09%0.12%Q2 2013Q3 202342
HENNESSY ADVISORS INC 42420.46%0.64%1.06%Q2 2013Q3 202342
THRIVENT FINANCIAL FOR LUTHERANS 42420.00%0.01%0.03%Q2 2013Q3 202342
FMR LLC 42420.00%0.04%0.12%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 42420.01%0.03%0.04%Q2 2013Q3 202342
Sandy Spring Bank 42420.01%0.01%0.02%Q2 2013Q3 202342
DekaBank Deutsche Girozentrale 42420.01%0.04%0.12%Q2 2013Q3 202342
B. Riley Wealth Advisors, Inc. 42420.01%0.07%0.15%Q2 2013Q3 202342
Mitsubishi UFJ Asset Management Co., Ltd. 42420.06%0.09%0.15%Q2 2013Q3 202342
BENJAMIN F. EDWARDS & COMPANY, INC. 42420.01%0.08%0.13%Q2 2013Q3 202342
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 42420.02%0.06%0.10%Q2 2013Q3 202342
Welch Group, LLC 42420.02%0.05%0.08%Q2 2013Q3 202342
THOMPSON SIEGEL & WALMSLEY LLC 42420.00%0.22%0.84%Q2 2013Q3 202342
NISA INVESTMENT ADVISORS, LLC 42420.02%0.04%0.07%Q2 2013Q3 202342
Sumitomo Mitsui Trust Holdings, Inc. 42420.07%0.10%0.13%Q2 2013Q3 202342
STATE STREET CORP 42420.08%0.10%0.15%Q2 2013Q3 202342
MARTINGALE ASSET MANAGEMENT L P 42420.02%0.18%0.50%Q2 2013Q3 202342
APG Asset Management N.V. 42420.01%0.16%0.35%Q2 2013Q3 202342
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 42420.00%0.00%0.01%Q2 2013Q3 202342
Palisade Asset Management, LLC 42420.37%0.65%1.05%Q2 2013Q3 202342
Daiwa Securities Group Inc. 42420.00%0.01%0.04%Q2 2013Q3 202342
Meiji Yasuda Asset Management Co Ltd. 42420.07%0.24%0.35%Q2 2013Q3 202342
Norinchukin Bank, The 42420.01%0.04%0.07%Q2 2013Q3 202342
WealthTrust Axiom LLC 42420.34%0.44%0.61%Q2 2013Q3 202342
BNP Paribas Asset Management Holding S.A. 42420.00%0.02%0.09%Q2 2013Q3 202342
MANUFACTURERS LIFE INSURANCE COMPANY, THE 42420.03%0.05%0.09%Q2 2013Q3 202342
NATIXIS ADVISORS, L.P. 42420.01%0.05%0.12%Q2 2013Q3 202342
Plante Moran Financial Advisors, LLC 42420.00%0.04%0.26%Q2 2013Q3 202342
Capital Research Global Investors 42420.04%0.06%0.11%Q2 2013Q3 202342
Cambridge Investment Research Advisors, Inc. 42420.02%0.04%0.08%Q2 2013Q3 202342
HARTFORD INVESTMENT MANAGEMENT CO 42420.08%0.10%0.17%Q2 2013Q3 202342
Robeco Institutional Asset Management B.V. 42420.01%0.15%0.38%Q2 2013Q3 202342
CIBC Asset Management Inc 42420.01%0.03%0.07%Q2 2013Q3 202342
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 42420.04%0.05%0.07%Q2 2013Q3 202342
Cetera Advisor Networks LLC 21210.03%0.07%0.14%Q1 2013Q3 202342
VANGUARD GROUP INC 42420.04%0.08%0.13%Q2 2013Q3 202342
Allianz Asset Management GmbH 42420.00%0.03%0.08%Q2 2013Q3 202342
Sumitomo Mitsui DS Asset Management Company, Ltd 42420.03%0.09%0.34%Q2 2013Q3 202342
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 42420.06%0.15%0.30%Q2 2013Q3 202342
Advisors Asset Management, Inc. 42420.00%0.03%0.06%Q2 2013Q3 202342
GUGGENHEIM CAPITAL LLC 42420.04%0.10%0.16%Q2 2013Q3 202342
REGIONS FINANCIAL CORP 42420.01%0.07%0.43%Q2 2013Q3 202342
DUFF & PHELPS INVESTMENT MANAGEMENT CO 42421.04%1.43%1.80%Q2 2013Q3 202342
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 42420.03%0.07%0.14%Q2 2013Q3 202342
JANUS HENDERSON GROUP PLC 42420.00%0.04%0.13%Q2 2013Q3 202342
Legal & General Group Plc 42420.11%0.16%0.21%Q2 2013Q3 202342
ALLIANCEBERNSTEIN L.P. 42420.02%0.03%0.06%Q2 2013Q3 202342
WHITTIER TRUST CO OF NEVADA INC 42420.00%0.01%0.03%Q2 2013Q3 202342
STATE OF MICHIGAN RETIREMENT SYSTEM 42420.04%0.06%0.08%Q2 2013Q3 202342
FARMERS & MERCHANTS INVESTMENTS INC 42420.02%0.03%0.10%Q2 2013Q3 202342
AMERICAN CENTURY COMPANIES INC 42420.02%0.18%0.35%Q2 2013Q3 202342
GATEWAY INVESTMENT ADVISERS LLC 42420.00%0.02%0.25%Q2 2013Q3 202342
ARS Investment Partners, LLC 42420.26%0.52%0.88%Q2 2013Q3 202342
RHUMBLINE ADVISERS 42420.06%0.09%0.12%Q2 2013Q3 202342
NORTHERN TRUST CORP 42420.06%0.08%0.11%Q2 2013Q3 202342
METROPOLITAN LIFE INSURANCE CO/NY 42420.05%0.08%0.14%Q2 2013Q3 202342
NORDEA INVESTMENT MANAGEMENT AB 42420.00%0.20%0.82%Q2 2013Q3 202342
GEODE CAPITAL MANAGEMENT, LLC 42420.07%0.10%0.15%Q2 2013Q3 202342
FIRST MANHATTAN CO. LLC. 42420.00%0.00%0.00%Q2 2013Q3 202342
SHELL ASSET MANAGEMENT CO 42420.08%0.16%0.30%Q2 2013Q3 202342
LAZARD ASSET MANAGEMENT LLC 42420.00%0.03%0.11%Q2 2013Q3 202342
FIRST TRUST ADVISORS LP 42420.06%0.13%0.24%Q2 2013Q3 202342
PRINCIPAL FINANCIAL GROUP INC 42420.03%0.11%0.20%Q2 2013Q3 202342
EASTERN BANK 42420.01%0.62%1.17%Q2 2013Q3 202342
Chevy Chase Trust Holdings, LLC 42420.06%0.09%0.13%Q2 2013Q3 202342
WESTPAC BANKING CORP 42420.00%0.14%0.56%Q2 2013Q3 202342
PNC FINANCIAL SERVICES GROUP, INC. 42420.01%0.04%0.06%Q2 2013Q3 202342
DEARBORN PARTNERS LLC 42420.02%1.21%1.96%Q2 2013Q3 202342
PROFUND ADVISORS LLC 42420.05%0.14%0.27%Q2 2013Q3 202342
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 42420.14%0.68%1.39%Q2 2013Q3 202342
CENTRAL BANK & TRUST CO 42420.02%0.28%1.02%Q2 2013Q3 202342
AMERICAN INTERNATIONAL GROUP, INC. 42420.03%0.05%0.09%Q2 2013Q3 202342
JPMORGAN CHASE & CO 42420.09%0.29%0.52%Q2 2013Q3 202342
BNP PARIBAS FINANCIAL MARKETS 42420.00%0.04%0.09%Q2 2013Q3 202342
MEYER HANDELMAN CO 42420.12%0.17%0.24%Q2 2013Q3 202342
CENTRAL TRUST Co 42420.01%0.03%0.06%Q2 2013Q3 202342
WHITE PINE CAPITAL LLC 42420.00%0.56%0.76%Q2 2013Q3 202342
PRUDENTIAL FINANCIAL INC 42420.04%0.06%0.16%Q2 2013Q3 202342
WHITTIER TRUST CO 42420.00%0.02%0.04%Q2 2013Q3 202342
AVIVA PLC 42420.00%0.06%0.17%Q2 2013Q3 202342
FRANKLIN RESOURCES INC 42420.07%0.27%0.46%Q2 2013Q3 202342
FIRST NATIONAL BANK OF OMAHA 42420.34%0.56%0.84%Q2 2013Q3 202342
US BANCORP \DE\ 42420.04%0.07%0.10%Q2 2013Q3 202342
FIFTH THIRD BANCORP 42420.00%0.03%0.11%Q2 2013Q3 202342
DIMENSIONAL FUND ADVISORS LP 42420.01%0.02%0.04%Q2 2013Q3 202342
VOYA INVESTMENT MANAGEMENT LLC 42420.02%0.03%0.05%Q2 2013Q3 202342
Asset Management One Co., Ltd. 42420.02%0.08%0.14%Q2 2013Q3 202342
MAIRS & POWER INC 42420.14%0.21%0.31%Q2 2013Q3 202342
BlackRock Inc. 42420.05%0.09%0.14%Q2 2013Q3 202342
Swiss National Bank 42420.08%0.16%0.23%Q2 2013Q3 202342
Bruce & Co., Inc. 42420.18%4.38%6.87%Q2 2013Q3 202342
ProShare Advisors LLC 42420.04%0.09%0.15%Q2 2013Q3 202342
TORONTO DOMINION BANK 4020.00%0.02%0.05%Q1 2013Q3 202342
D.A. DAVIDSON & CO. 42420.00%0.01%0.02%Q2 2013Q3 202342
UBS ASSET MANAGEMENT AMERICAS INC 42420.05%0.08%0.12%Q2 2013Q3 202342
STEWART & PATTEN CO LLC 42423.07%4.06%5.48%Q2 2013Q3 202342
GABELLI FUNDS LLC 42420.10%0.19%0.32%Q2 2013Q3 202342
STATE OF WISCONSIN INVESTMENT BOARD 42420.04%0.07%0.11%Q2 2013Q3 202342
Bell Bank 42420.07%0.24%0.86%Q2 2013Q3 202342
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 42420.02%0.14%0.57%Q2 2013Q3 202342
RAYMOND JAMES & ASSOCIATES 42420.01%0.03%0.06%Q2 2013Q3 202342
Cubist Systematic Strategies, LLC 2910.00%0.07%0.24%Q2 2014Q3 202342
Cypress Capital Group 42420.14%0.26%0.36%Q2 2013Q3 202342
OPPENHEIMER & CO INC 42420.01%0.03%0.08%Q2 2013Q3 202342
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 42420.13%0.15%0.19%Q2 2013Q3 202342
SCHRODER INVESTMENT MANAGEMENT GROUP 42420.00%0.01%0.02%Q2 2013Q3 202342
Mitsubishi UFJ Trust & Banking Corp 42420.08%0.29%0.88%Q2 2013Q3 202342
AMERIPRISE FINANCIAL INC 42420.01%0.11%0.20%Q2 2013Q3 202342
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 42420.07%0.10%0.14%Q2 2013Q3 202342
Edgemoor Investment Advisors, Inc. 42420.26%0.31%0.42%Q2 2013Q3 202342
ANCHOR CAPITAL ADVISORS LLC 42420.34%0.74%1.20%Q2 2013Q3 202342
NEW YORK STATE COMMON RETIREMENT FUND 42420.03%0.06%0.10%Q2 2013Q3 202342
PRICE T ROWE ASSOCIATES INC /MD/ 42420.01%0.09%0.22%Q2 2013Q3 202342
CONNING INC. 42420.01%0.02%0.04%Q2 2013Q3 202342
OPUS INVESTMENT MANAGEMENT INC 42420.79%1.27%3.23%Q2 2013Q3 202342
CARRET ASSET MANAGEMENT, LLC 42420.07%0.10%0.15%Q2 2013Q3 202342
ASSOCIATED BANC-CORP 42420.28%0.71%1.19%Q2 2013Q3 202342
MOTCO 42420.01%0.02%0.03%Q2 2013Q3 202342
JNBA Financial Advisors 21200.00%0.04%0.08%Q2 2013Q3 202341
Focused Wealth Management, Inc 41410.00%0.00%0.06%Q3 2013Q3 202341
TEACHER RETIREMENT SYSTEM OF TEXAS 3830.00%0.11%0.37%Q2 2013Q3 202341
State of Tennessee, Treasury Department 41410.02%0.06%0.24%Q3 2013Q3 202341
Alberta Investment Management Corp 26150.01%0.06%0.16%Q2 2013Q3 202341
DEUTSCHE BANK AG\ 41410.02%0.05%0.22%Q3 2013Q3 202341
Bartlett & Co. LLC 2670.00%0.00%0.01%Q2 2013Q4 202341
SENTRY INVESTMENT MANAGEMENT LLC 3920.04%0.09%0.14%Q2 2013Q3 202341
Neuberger Berman Group LLC 3470.00%0.00%0.05%Q2 2013Q3 202341
Ameritas Investment Partners, Inc. 41410.02%0.04%0.07%Q3 2013Q3 202341
VICTORY CAPITAL MANAGEMENT INC 41410.15%0.35%0.53%Q3 2013Q3 202341
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 3650.02%0.03%0.07%Q2 2013Q3 202341
FIRST NATIONAL BANK SIOUX FALLS 41410.22%0.77%1.43%Q2 2013Q2 202341
WOODMONT INVESTMENT COUNSEL LLC 41410.02%0.14%0.36%Q2 2013Q2 202341
Cetera Advisors LLC 1840.00%0.03%0.07%Q2 2013Q3 202341
Gradient Investments LLC 24170.00%0.14%0.60%Q2 2013Q3 202341
Korea Investment CORP 28130.00%0.07%0.18%Q2 2013Q3 202341
WELLINGTON MANAGEMENT GROUP LLP 3740.00%0.08%0.20%Q2 2013Q3 202341
ENVESTNET ASSET MANAGEMENT INC 21200.00%0.01%0.02%Q2 2013Q3 202341
BOKF, NA 3290.01%0.05%0.16%Q2 2013Q3 202341
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 28130.00%0.01%0.02%Q2 2013Q3 202341
DUNCKER STREETT & CO INC 25160.00%0.01%0.02%Q2 2013Q3 202341
BANK OF MONTREAL /CAN/ 3920.01%0.03%0.06%Q2 2013Q3 202341
Arizona State Retirement System 3380.08%0.14%0.21%Q1 2013Q3 202341
Kentucky Retirement Systems Insurance Trust Fund 41410.08%0.11%0.15%Q3 2013Q3 202341
UNITED CAPITAL FINANCIAL ADVISORS, LLC 3920.00%0.02%0.03%Q2 2013Q3 202341
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 41410.07%0.09%0.12%Q3 2013Q3 202341
First Dallas Securities Inc. 28121.25%2.31%3.82%Q2 2013Q2 202340
Janney Montgomery Scott LLC 29110.01%0.03%0.05%Q3 2013Q3 202340
Oakworth Capital, Inc. 40400.00%0.01%0.02%Q4 2013Q3 202340
TWO SIGMA INVESTMENTS, LP 1220.00%0.04%0.21%Q1 2015Q3 202340
SG Americas Securities, LLC 1940.00%0.08%0.47%Q2 2013Q3 202340
Tradewinds Capital Management, LLC 40400.01%0.04%0.08%Q4 2013Q3 202340
AXA S.A. 3310.00%0.18%0.62%Q2 2013Q3 202340
Andra AP-fonden 2260.07%0.26%0.52%Q2 2013Q3 202340
Kentucky Retirement Systems 3730.08%0.11%0.15%Q3 2013Q3 202340
Windsor Capital Management, LLC 3370.06%0.23%0.45%Q2 2013Q2 202340
TRUST CO OF VERMONT 3310.01%0.01%0.02%Q2 2013Q3 202340
Louisiana State Employees Retirement System 40400.05%0.08%0.12%Q4 2013Q3 202340
NORTH POINT PORTFOLIO MANAGERS CORP/OH 40400.04%0.06%0.09%Q2 2013Q1 202340
OLD REPUBLIC INTERNATIONAL CORP 40400.46%0.86%1.17%Q4 2013Q3 202340
Gulf International Bank (UK) Ltd 40400.08%0.10%0.15%Q4 2013Q3 202340
UNITED FIRE GROUP INC 40401.13%2.04%3.90%Q2 2013Q1 202340
Stonebridge Capital Advisors LLC 40400.05%0.13%0.22%Q4 2013Q3 202340
CAHILL FINANCIAL ADVISORS INC 40400.11%0.25%0.41%Q4 2013Q3 202340
MACQUARIE GROUP LTD 3620.01%0.05%0.14%Q2 2013Q3 202340
Raymond James Financial Services Advisors, Inc. 3450.01%0.02%0.04%Q2 2013Q3 202339
COMERICA BANK 3810.04%0.06%0.08%Q3 2013Q3 202339
STRS OHIO 3630.00%0.02%0.09%Q2 2013Q3 202339
JONES FINANCIAL COMPANIES LLLP 2520.00%0.00%0.01%Q2 2013Q3 202339
STIFEL FINANCIAL CORP 39390.01%0.01%0.03%Q1 2014Q3 202339
FIDUCIARY TRUST CO 39390.01%0.01%0.03%Q1 2014Q3 202339
SYNOVUS FINANCIAL CORP 23160.00%0.00%0.01%Q2 2013Q3 202339
LOS ANGELES CAPITAL MANAGEMENT LLC 2920.00%0.02%0.06%Q2 2013Q3 202339
BANK OF NOVA SCOTIA 39390.00%0.02%0.13%Q1 2014Q3 202339
Coastline Trust Co 39390.06%0.10%0.15%Q1 2014Q3 202339
Moors & Cabot, Inc. 39390.04%0.06%0.10%Q1 2014Q3 202339
VIRGINIA RETIREMENT SYSTEMS ET AL 2440.26%0.37%0.54%Q2 2013Q2 202339
Private Advisor Group, LLC 22170.00%0.02%0.04%Q4 2013Q3 202339
Walleye Trading LLC 1110.00%0.01%0.04%Q2 2013Q3 202339
Manchester Capital Management LLC 3270.00%0.01%0.04%Q2 2013Q3 202339
NJ State Employees Deferred Compensation Plan 39390.10%0.15%0.22%Q1 2014Q3 202339
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund 1412.67%4.34%6.98%Q3 2006Q3 202138
INVERNESS COUNSEL LLC /NY/ 38380.01%0.65%1.55%Q2 2013Q3 202238
EATON VANCE MANAGEMENT 38380.00%0.02%0.10%Q2 2013Q3 202238
Hudock, Inc. 38380.01%0.05%0.13%Q2 2013Q3 202238
Calamos Advisors LLC 22160.01%0.04%0.07%Q2 2013Q3 202338
Winch Advisory Services, LLC 3530.02%0.13%0.81%Q1 2014Q3 202338
REGENTATLANTIC CAPITAL LLC 38380.03%0.10%0.17%Q2 2013Q3 202238
Livforsakringsbolaget Skandia, Omsesidigt 28100.00%0.04%0.10%Q1 2014Q3 202338
ACADIAN ASSET MANAGEMENT LLC 2560.00%0.03%0.33%Q3 2013Q2 202338
State of New Jersey Common Pension Fund D 38380.04%0.06%0.11%Q2 2014Q3 202338
Financial Management Professionals, Inc. 38380.00%0.01%0.03%Q2 2014Q3 202338
North Star Investment Management Corp. 21170.01%0.01%0.02%Q1 2014Q3 202338
MONETARY MANAGEMENT GROUP INC 38380.01%0.01%0.02%Q2 2014Q3 202338
ING GROEP NV 2810.00%0.03%0.11%Q2 2013Q3 202337
GOFEN & GLOSSBERG LLC /IL/ 3610.01%0.01%0.02%Q2 2013Q4 202237
Stillwater Investment Management, LLC 21160.30%0.40%0.50%Q4 2013Q1 202337
KCM INVESTMENT ADVISORS LLC 37370.01%0.02%0.04%Q3 2014Q3 202337
Lowe Wealth Advisors, LLC 37370.01%0.02%0.03%Q4 2014Q4 202337
BESSEMER GROUP INC 25120.00%0.01%0.05%Q1 2014Q3 202337
PUTNAM INVESTMENTS LLC 3070.00%0.00%0.02%Q2 2013Q3 202337
Advisory Services Network, LLC 2710.01%0.03%0.10%Q4 2013Q3 202337
National Pension Service 37370.09%0.12%0.14%Q3 2014Q3 202337
CREDIT AGRICOLE S A 1890.00%0.08%0.22%Q2 2013Q3 202337
Savant Capital, LLC 36360.01%0.05%0.10%Q4 2014Q3 202336
PALLADIUM PARTNERS LLC 36360.04%0.10%0.16%Q2 2013Q1 202236
Paloma Partners Management Co 1010.00%0.03%0.18%Q1 2014Q3 202336
SEI INVESTMENTS CO 36360.01%0.05%0.10%Q4 2014Q3 202336
ONTARIO TEACHERS PENSION PLAN BOARD 3060.02%0.07%0.16%Q2 2013Q3 202336
WEDBUSH SECURITIES INC 36360.04%0.09%0.20%Q4 2014Q3 202336
WASHINGTON TRUST Co 21150.01%0.11%0.50%Q2 2013Q3 202336
JENNISON ASSOCIATES LLC 3510.02%0.07%0.13%Q1 2014Q3 202336
PARAMETRIC PORTFOLIO ASSOCIATES LLC 36360.04%0.06%0.09%Q2 2013Q1 202236
Transamerica Financial Advisors, Inc. 2310.00%0.14%0.34%Q2 2013Q3 202336
Sigma Planning Corp 36360.03%0.06%0.12%Q4 2014Q3 202336
HOWE & RUSLING INC 26100.00%0.01%0.04%Q2 2013Q2 202336
IBM Retirement Fund 36360.07%0.09%0.14%Q2 2013Q1 202236
Smithfield Trust Co 36360.00%0.01%0.04%Q4 2014Q3 202336
Riggs Asset Managment Co. Inc. 24120.01%0.03%0.05%Q3 2014Q3 202336
SADOFF INVESTMENT MANAGEMENT LLC 36360.24%0.36%0.51%Q4 2013Q3 202236
AMP Capital Investors Ltd 35350.03%0.11%0.31%Q2 2013Q4 202135
Allworth Financial LP 35350.00%0.01%0.03%Q1 2015Q3 202335
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 35350.01%0.04%0.09%Q1 2015Q3 202335
Alley Co LLC 35350.07%1.19%2.39%Q2 2013Q4 202135
INTRUST BANK NA 21140.03%0.07%0.12%Q4 2014Q3 202335
Renaissance Technologies 2010.00%0.10%0.29%Q2 2013Q3 202335
UNITED SERVICES AUTOMOBILE ASSOCIATION 2710.02%0.05%0.15%Q2 2013Q3 202335
Stratos Wealth Partners, LTD. 3320.01%0.10%0.20%Q4 2014Q3 202335
Dynamic Advisor Solutions LLC 3230.05%0.44%1.19%Q4 2013Q2 202335
Chicago Partners Investment Group LLC 1950.02%0.05%0.12%Q4 2014Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.01%0.02%0.04%Q2 2015Q3 202334
Johnson Financial Group, Inc. 3010.00%0.01%0.02%Q2 2013Q2 202234
First Financial Bank - Trust Division 34340.02%0.07%0.19%Q1 2013Q2 202134
Baird Financial Group, Inc. 34340.01%0.01%0.02%Q2 2015Q3 202334
World Asset Management Inc 34340.06%0.08%0.13%Q2 2013Q3 202134
TCW GROUP INC 34340.00%0.01%0.03%Q2 2013Q3 202134
TEALWOOD ASSET MANAGEMENT INC 1010.08%0.11%0.20%Q1 2014Q4 202334
SECURITY NATIONAL TRUST CO 34340.00%0.00%0.02%Q2 2013Q3 202134
FULTON BREAKEFIELD BROENNIMAN LLC 19150.14%1.14%1.47%Q2 2013Q3 202334
Tower Research Capital LLC (TRC) 1510.00%0.04%0.18%Q2 2013Q3 202334
Energy Income Partners, LLC 33330.04%0.97%1.87%Q3 2015Q3 202333
Checchi Capital Advisers, LLC 3210.02%0.04%0.08%Q4 2014Q3 202333
Gemmer Asset Management LLC 33330.00%0.01%0.02%Q1 2014Q1 202233
GW HENSSLER & ASSOCIATES LTD 2910.01%0.65%1.78%Q2 2014Q4 202233
Versant Capital Management, Inc 33330.02%0.04%0.10%Q4 2015Q4 202333
BARROW HANLEY MEWHINNEY & STRAUSS LLC 33330.02%0.20%0.38%Q2 2013Q2 202133
QS Investors, LLC 33330.01%0.09%0.35%Q2 2013Q2 202133
Mirae Asset Global Investments Co., Ltd. 2110.00%0.05%0.11%Q2 2011Q3 202333
Pacer Advisors, Inc. 3210.00%0.06%0.14%Q4 2013Q3 202333
SIGNATUREFD, LLC 2320.00%0.01%0.03%Q2 2013Q3 202333
ENTERPRISE FINANCIAL SERVICES CORP 33330.00%0.01%0.02%Q2 2013Q2 202133
NORTHSTAR INVESTMENT ADVISORS LLC 33330.18%0.71%1.86%Q2 2013Q2 202133
Endurance Wealth Management, Inc. 33330.01%0.01%0.02%Q2 2015Q2 202333
PICTET ASSET MANAGEMENT LTD 33330.05%0.48%0.90%Q2 2013Q2 202133
Parkside Financial Bank & Trust 33330.00%0.01%0.02%Q3 2015Q3 202333
Carroll Financial Associates, Inc. 2850.01%0.01%0.03%Q2 2013Q4 202133
NatWest Group plc 1820.04%0.75%3.83%Q2 2013Q3 202333
PEAK6 Group LLC 610.00%0.00%0.02%Q2 2013Q2 201833
PARSONS CAPITAL MANAGEMENT INC/RI 3110.02%0.07%0.13%Q1 2015Q3 202332
State of Alaska, Department of Revenue 32320.07%0.22%0.49%Q4 2015Q3 202332
MUFG Americas Holdings Corp 1510.00%0.00%0.01%Q4 2010Q3 202232
FDx Advisors, Inc. 1720.01%0.02%0.04%Q2 2013Q3 202332
Evercore Wealth Management, LLC 1910.00%0.01%0.09%Q2 2013Q1 202332
ADVISORS MANAGEMENT GROUP INC /ADV 32320.20%0.30%0.37%Q4 2015Q3 202332
REILLY FINANCIAL ADVISORS, LLC 2840.01%0.02%0.03%Q2 2013Q4 202132
NOMURA HOLDINGS INC 710.00%0.01%0.13%Q4 2012Q1 202332
RAYMOND JAMES TRUST N.A. 3020.01%0.03%0.12%Q3 2015Q3 202332
Goelzer Investment Management, Inc. 32320.02%0.05%0.06%Q4 2015Q3 202332
Squarepoint Ops LLC 1510.00%0.06%0.22%Q1 2015Q3 202332
Hexavest Inc. 2570.00%0.30%0.52%Q2 2013Q3 202132
NewEdge Advisors, LLC 3020.01%0.15%0.49%Q1 2015Q3 202332
ADVISOR PARTNERS LLC 3110.08%0.11%0.17%Q2 2014Q2 202232
First PREMIER Bank 32321.44%2.71%4.43%Q4 2015Q3 202332
LS Investment Advisors, LLC 32320.06%0.13%0.16%Q2 2013Q1 202132
MASON STREET ADVISORS, LLC 31310.03%0.08%0.11%Q2 2013Q4 202031
ASSETMARK, INC 2830.00%0.02%0.12%Q2 2015Q3 202331
DEAN INVESTMENT ASSOCIATES, LLC 2380.09%0.21%1.06%Q4 2013Q3 202331
Tarbox Family Office, Inc. 31310.00%0.00%0.00%Q3 2014Q1 202231
D. E. Shaw & Co., Inc. 1510.00%0.02%0.08%Q4 2013Q3 202331
REAVES W H & CO INC 31310.01%1.62%4.44%Q1 2016Q3 202331
Dana Investment Advisors, Inc. 31310.01%0.33%0.88%Q2 2013Q4 202031
Sutton Wealth Advisors Inc. 31310.00%0.01%0.01%Q1 2016Q3 202331
TUDOR INVESTMENT CORP ET AL 910.00%0.04%0.22%Q2 2013Q3 202331
J.P. Morgan Private Wealth Advisors LLC 2810.00%0.01%0.02%Q4 2014Q3 202331
MASSMUTUAL TRUST CO FSB/ADV 1210.00%0.01%0.04%Q1 2014Q4 202331
Geneos Wealth Management Inc. 31310.01%0.09%0.18%Q1 2016Q3 202331
South Dakota Investment Council 2560.01%0.03%0.05%Q3 2014Q3 202331
Sheaff Brock Investment Advisors, LLC 31310.02%0.03%0.04%Q4 2015Q2 202331
IFP Advisors, Inc 17140.01%0.03%0.07%Q4 2015Q3 202331
ICON ADVISERS INC/CO 2210.02%0.31%0.52%Q2 2013Q3 202331
Mariner, LLC 31310.01%0.02%0.02%Q1 2016Q3 202331
HEADINVEST, LLC 31310.06%0.08%0.12%Q1 2016Q3 202331
Aperio Group, LLC 31310.04%0.07%0.11%Q2 2013Q4 202031
BARINGS LLC 30300.01%0.02%0.06%Q2 2013Q3 202030
INGALLS & SNYDER LLC 30300.01%0.02%0.03%Q2 2016Q3 202330
VALLEY NATIONAL ADVISERS INC 30300.00%0.00%0.01%Q2 2016Q3 202330
CWM, LLC 2110.00%0.08%0.22%Q3 2015Q3 202330
PITTENGER & ANDERSON INC 2010.00%0.00%0.10%Q2 2013Q3 202330
HBK Sorce Advisory LLC 2210.01%0.07%0.20%Q2 2013Q4 202230
Point72 Hong Kong Ltd 610.00%0.07%0.47%Q4 2014Q3 202230
BRADLEY FOSTER & SARGENT INC/CT 1320.01%0.01%0.01%Q4 2014Q3 202330
VAN ECK ASSOCIATES CORP 16140.01%0.01%0.02%Q1 2014Q3 202330
Accredited Investors Inc. 30300.07%0.11%0.31%Q2 2016Q3 202330
CITY HOLDING CO 2910.00%0.02%0.07%Q4 2013Q3 202330
BROWN BROTHERS HARRIMAN & CO 1910.00%0.02%0.12%Q1 2013Q3 202330
Sharkey, Howes & Javer 2040.01%0.07%0.10%Q1 2015Q1 202330
BerganKDV Wealth Management, LLC 30300.09%0.19%0.60%Q1 2016Q2 202330
Mn Services Vermogensbeheer B.V. 20100.07%0.14%0.30%Q1 2016Q3 202330
Koshinski Asset Management, Inc. 1320.12%0.34%0.74%Q3 2015Q3 202330
RATIONAL ADVISORS LLC 1310.00%0.16%2.00%Q1 2009Q3 202029
COHEN & STEERS, INC. 2630.00%0.27%0.47%Q1 2015Q3 202329
Edgestream Partners, L.P. 1420.02%0.36%0.93%Q2 2015Q1 202329
HARBOUR INVESTMENT MANAGEMENT LLC 29290.19%0.23%0.32%Q2 2016Q2 202329
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 29290.01%0.72%1.42%Q4 2015Q4 202229
TOKIO MARINE ASSET MANAGEMENT CO LTD 18110.02%0.05%0.08%Q2 2013Q3 202329
AMERICAN NATIONAL BANK 2720.00%0.01%0.02%Q4 2014Q4 202229
ClearBridge Investments 29290.00%0.00%0.00%Q2 2013Q2 202029
COUNTRY TRUST BANK 29290.00%0.00%0.02%Q4 2016Q4 202329
Winslow, Evans & Crocker, Inc. 29290.02%0.03%0.04%Q4 2013Q4 202029
CAPSTONE INVESTMENT ADVISORS, LLC 810.00%0.01%0.03%Q4 2015Q3 202329
First Allied Advisory Services, Inc. 2510.01%0.04%0.06%Q2 2013Q3 202028
WEST PACES ADVISORS INC. 28280.00%0.01%0.01%Q4 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.06%0.09%0.14%Q4 2016Q3 202328
CADENCE CAPITAL MANAGEMENT LLC 17110.01%0.06%0.11%Q3 2013Q3 202028
JARISLOWSKY, FRASER Ltd 28280.02%0.03%0.06%Q4 2016Q3 202328
Steward Partners Investment Advisory, LLC 28280.01%0.04%0.05%Q4 2016Q3 202328
PRIVATE TRUST CO NA 2170.00%0.04%0.09%Q1 2013Q3 202328
WEBSTER BANK, N. A. 28280.00%0.00%0.01%Q4 2016Q3 202328
ACCESS FINANCIAL SERVICES, INC. 28280.24%0.34%0.45%Q4 2016Q3 202328
IFM Investors Pty Ltd 28280.08%0.12%0.20%Q4 2016Q3 202328
Summit Global Investments 28280.04%0.58%1.12%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.19%0.44%0.89%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.03%0.12%0.44%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.06%0.10%0.14%Q4 2016Q3 202328
Russell Investments Group, Ltd. 28280.05%0.13%0.22%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.02%0.03%Q4 2016Q3 202328
ASSET PLANNING SERVICES INC /LA/ /ADV 28283.12%3.60%4.86%Q4 2016Q3 202328
Glassman Wealth Services 28280.00%0.02%0.10%Q4 2016Q3 202328
NorthRock Partners, LLC 28280.03%0.08%0.22%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.01%0.03%0.05%Q1 2016Q4 202228
BROWN ADVISORY INC 1990.00%0.00%0.00%Q1 2016Q3 202328
ACG Wealth 2610.01%0.06%0.08%Q4 2013Q2 202228
DnB Asset Management AS 2530.01%0.03%0.09%Q2 2013Q2 202028
SNS Financial Group, LLC 28280.05%0.08%0.12%Q4 2016Q3 202328
QCI ASSET MANAGEMENT INC/NY 28280.01%0.01%0.02%Q2 2013Q1 202028
SUMITOMO LIFE INSURANCE CO 16120.01%0.14%0.30%Q3 2013Q3 202328
RICE HALL JAMES & ASSOCIATES, LLC 27270.01%0.01%0.03%Q2 2013Q4 201927
OAKBROOK INVESTMENTS LLC 27270.06%0.08%0.19%Q2 2013Q4 201927
NEXT Financial Group, Inc 1460.00%0.05%0.11%Q3 2014Q4 202127
NBT BANK N A /NY 1980.03%0.05%0.08%Q2 2013Q4 202027
CIBC WORLD MARKETS CORP 2070.01%0.06%0.14%Q4 2016Q3 202327
Whitnell & Co. 27270.01%0.03%0.06%Q2 2013Q4 201927
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 2160.01%0.01%0.02%Q4 2016Q3 202327
CLEARARC CAPITAL INC 27270.07%0.09%0.15%Q2 2013Q4 201927
GREENLEAF TRUST 27270.01%0.01%0.03%Q1 2017Q3 202327
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.03%0.04%0.05%Q2 2013Q4 201927
Global Retirement Partners, LLC 2070.00%0.04%0.16%Q4 2016Q3 202327
Laird Norton Wetherby Wealth Management, LLC 27270.02%0.04%0.07%Q1 2017Q3 202327
UMB Bank, n.a. 2110.01%0.01%0.02%Q1 2015Q3 202327
MML INVESTORS SERVICES, LLC 27270.01%0.03%0.07%Q1 2017Q3 202327
TRUIST FINANCIAL CORP 2070.00%0.02%0.12%Q3 2015Q3 202327
COMMERZBANK AKTIENGESELLSCHAFT /FI 27270.01%0.04%0.09%Q2 2013Q4 201927
Hodges Capital Management Inc. 27270.02%0.04%0.16%Q2 2013Q4 201927
GUARDIAN LIFE INSURANCE CO OF AMERICA 27270.01%0.01%0.02%Q2 2013Q4 201927
Vident Investment Advisory, LLC 1930.00%0.06%0.38%Q2 2015Q2 202327
AE Wealth Management LLC 27270.01%0.03%0.09%Q1 2017Q3 202327
Brookfield Asset Management 1410.00%0.24%0.97%Q4 2014Q3 202327
Financial Architects, Inc 1810.01%0.04%0.26%Q2 2013Q2 202226
Founders Capital Management 13130.11%0.14%0.35%Q1 2017Q4 202326
Crossmark Global Holdings, Inc. 2510.04%0.07%0.12%Q3 2016Q3 202326
Carlson Capital Management 26260.04%0.11%0.18%Q2 2017Q3 202326
Municipal Employees' Retirement System of Michigan 2060.01%0.05%0.12%Q3 2013Q1 202026
FIRST CITIZENS BANK & TRUST CO 1920.02%0.11%0.56%Q2 2013Q3 202326
COLDSTREAM CAPITAL MANAGEMENT INC 2240.02%0.04%0.06%Q1 2017Q3 202326
SUNTRUST BANKS INC 26260.01%0.01%0.04%Q2 2013Q3 201926
Verition Fund Management LLC 810.01%0.26%1.79%Q2 2013Q3 202326
RIVERHEAD CAPITAL MANAGEMENT LLC 26260.00%0.28%0.85%Q2 2013Q3 201926
KENNEDY CAPITAL MANAGEMENT LLC 26260.09%0.12%0.18%Q2 2013Q3 201926
Jefferies Group LLC 710.00%0.01%0.05%Q3 2013Q4 202026
Ironwood Financial, llc 2240.04%0.09%0.19%Q4 2014Q2 202126
Freedom Investment Management, Inc. 1810.01%0.04%0.09%Q4 2015Q3 202326
Gs Investments, Inc. 26260.01%0.03%0.10%Q2 2017Q3 202326
RFG Advisory, LLC 26260.01%0.10%0.20%Q2 2017Q3 202326
BUCKINGHAM STRATEGIC WEALTH, LLC 2240.01%0.04%0.07%Q1 2017Q3 202326
HM PAYSON & CO 1810.00%0.01%0.02%Q2 2013Q3 202325
Boston Partners 1870.00%0.16%0.54%Q4 2015Q3 202325
abrdn plc 25250.01%0.03%0.04%Q3 2017Q3 202325
OneDigital Investment Advisors LLC 2050.01%0.02%0.05%Q2 2017Q3 202325
Horizon Investments, LLC 14110.01%0.03%0.08%Q2 2017Q3 202325
ROCKY MOUNTAIN ADVISERS, LLC 25250.05%0.59%1.27%Q3 2017Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.02%0.08%0.17%Q3 2017Q3 202325
Employees Retirement System of Texas 25250.01%0.02%0.06%Q2 2013Q2 201925
Homrich & Berg 25250.01%0.05%0.08%Q2 2015Q2 202125
First Personal Financial Services 1820.00%0.02%0.05%Q4 2014Q3 202325
THOMAS WHITE INTERNATIONAL LTD 25250.07%0.15%0.28%Q2 2017Q2 202325
OARSMAN CAPITAL, INC. 1460.00%0.20%0.31%Q3 2018Q3 202325
TIAA, FSB 25250.00%0.01%0.01%Q2 2017Q2 202325
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 2410.03%0.05%0.08%Q2 2013Q3 201925
SVB WEALTH LLC 1780.00%0.01%0.02%Q2 2017Q3 202325
EVERETT HARRIS & CO /CA/ 25250.01%0.01%0.02%Q2 2013Q2 201925
ROYAL LONDON ASSET MANAGEMENT LTD 1310.00%0.09%0.18%Q2 2013Q3 202325
SouthState Corp 1810.02%0.03%0.04%Q1 2016Q3 202325
PRUDENTIAL PLC 1310.00%0.02%0.09%Q1 2016Q3 202325
TEACHERS ADVISORS, LLC 24240.07%0.12%0.22%Q2 2013Q1 201924
PARK AVENUE SECURITIES LLC 1910.01%0.10%0.19%Q2 2016Q3 202324
MCF Advisors LLC 1210.00%0.01%0.03%Q4 2011Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.03%0.05%0.07%Q4 2017Q3 202324
People's United Financial, Inc. 1770.00%0.01%0.02%Q2 2013Q2 202124
Peak Asset Management, LLC 2110.05%0.09%0.16%Q3 2015Q3 202324
TIAA CREF INVESTMENT MANAGEMENT LLC 24240.03%0.08%0.18%Q2 2013Q1 201924
CULLEN/FROST BANKERS, INC. 1910.00%0.00%0.01%Q1 2014Q3 202324
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 24240.03%0.04%0.06%Q4 2017Q3 202324
OLD SECOND NATIONAL BANK OF AURORA 1950.01%0.08%0.16%Q2 2013Q3 202324
Glenview Trust Co 1710.01%0.02%0.06%Q4 2012Q3 202324
GHP Investment Advisors, Inc. 940.01%0.03%0.07%Q1 2016Q3 202324
CIBC Private Wealth Group, LLC 24240.00%0.06%0.20%Q4 2017Q3 202324
AdvisorNet Financial, Inc 24240.28%0.39%0.51%Q4 2017Q3 202324
PrairieView Partners, LLC 24240.04%0.44%1.33%Q4 2017Q3 202324
Tower View Wealth Management LLC 24240.03%0.04%0.05%Q4 2017Q3 202324
MetLife Investment Management, LLC 24240.06%0.08%0.12%Q4 2017Q3 202324
Front Row Advisors LLC 24240.05%0.26%0.36%Q4 2017Q3 202324
Townsend & Associates, Inc 24240.08%0.97%1.63%Q4 2017Q3 202324
Midwest Professional Planners, LTD. 24240.19%0.37%0.91%Q4 2017Q3 202324
NICOLET BANKSHARES INC 2310.04%0.15%0.21%Q1 2016Q1 202224
Asset Dedication, LLC 24240.00%0.03%0.14%Q4 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
COMMONWEALTH BANK OF AUSTRALIA 1860.03%0.63%2.67%Q2 2013Q2 201924
USS Investment Management Ltd 14100.05%0.09%0.14%Q3 2015Q3 202324
WealthTrust-Arizona, LLC 23230.00%0.00%0.01%Q2 2013Q4 201823
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 1210.00%0.01%0.01%Q2 2013Q1 202223
Treasurer of the State of North Carolina 23230.07%0.09%0.12%Q1 2018Q3 202323
Ledyard National Bank 23230.00%0.00%0.00%Q2 2013Q4 201823
Bigelow Investment Advisors, LLC 23230.24%0.35%0.50%Q1 2018Q3 202323
MACKENZIE FINANCIAL CORP 23230.00%0.01%0.02%Q1 2018Q3 202323
BREMER TRUST NATIONAL ASSOCIATION 23230.30%0.44%0.57%Q2 2013Q4 201823
Engineers Gate Manager LP 1310.01%0.18%0.50%Q4 2014Q3 202323
Assenagon Asset Management S.A. 1490.00%0.02%0.09%Q1 2017Q3 202323
American Research & Management Co. 1490.00%0.01%0.03%Q2 2013Q4 201923
Argent Trust Co 1850.02%0.05%0.15%Q4 2014Q3 202323
SFMG, LLC 1310.02%0.06%0.08%Q1 2015Q3 202323
TWO SIGMA ADVISERS, LP 510.00%0.03%0.11%Q3 2013Q3 202323
LORD, ABBETT & CO. LLC 23230.01%0.09%0.18%Q4 2013Q2 201923
FIRST MIDWEST BANK TRUST DIVISION 23230.05%0.08%0.11%Q2 2016Q4 202123
Avestar Capital, LLC 13100.03%0.09%0.16%Q4 2017Q3 202323
PGGM Investments 23230.06%0.22%0.34%Q1 2013Q3 201823
HighPoint Advisor Group LLC 2210.06%0.08%0.09%Q2 2016Q2 202223
Lenox Wealth Advisors, LLC 1210.00%0.01%0.02%Q4 2013Q1 202223
MISSION WEALTH MANAGEMENT, LP 19190.02%0.06%0.19%Q1 2019Q3 202323
NN Investment Partners Holdings N.V. 23230.00%0.02%0.06%Q1 2016Q3 202123
McKinley Carter Wealth Services, Inc. 23230.02%0.05%0.09%Q1 2018Q3 202323
Capital World Investors 1570.02%0.09%0.30%Q4 2013Q3 202122
CHEMICAL BANK 22220.07%0.09%0.13%Q1 2014Q2 201922
Cetera Investment Advisers 22220.01%0.03%0.05%Q2 2018Q3 202322
Skandinaviska Enskilda Banken AB (publ) 2020.00%0.03%0.05%Q4 2015Q2 202222
Liberty Mutual Group Asset Management Inc. 22220.02%0.05%0.07%Q2 2013Q3 201822
VESTOR CAPITAL, LLC 1330.01%0.02%0.03%Q2 2015Q3 202322
Cornerstone Advisors, Inc. 22220.01%0.02%0.04%Q1 2014Q2 201922
Richard Bernstein Advisors LLC 1130.05%0.35%0.76%Q2 2013Q2 202322
ARCADIA INVESTMENT MANAGEMENT CORP/MI 22220.01%0.01%0.01%Q2 2015Q3 202022
CORNERSTONE ADVISORS INC 1930.06%0.09%0.18%Q2 2013Q1 201922
FIRST QUADRANT LLC/CA 22220.00%0.20%0.57%Q3 2016Q4 202122
BP PLC 1110.04%0.10%0.14%Q1 2015Q2 202122
Chesapeake Wealth Management 22220.10%0.30%0.50%Q1 2018Q2 202322
Capital Advisory Group Advisory Services, LLC 1570.09%0.29%0.56%Q1 2018Q3 202322
BALYASNY ASSET MANAGEMENT L.P. 820.00%0.06%0.25%Q4 2016Q3 202322
DUPONT CAPITAL MANAGEMENT CORP 1140.00%0.01%0.02%Q2 2017Q2 202322
FORSTA AP-FONDEN 1840.07%0.35%0.66%Q2 2016Q3 202222
OPTIMUM INVESTMENT ADVISORS 1570.01%0.02%0.02%Q3 2013Q3 202122
KAYNE ANDERSON CAPITAL ADVISORS LP 22220.00%0.75%2.02%Q2 2018Q3 202322
LMR Partners LLP 410.00%0.09%0.26%Q1 2015Q3 202321
ADAGE CAPITAL PARTNERS GP, L.L.C. 910.02%0.07%0.10%Q2 2013Q3 202321
Avior Wealth Management, LLC 1410.00%0.02%0.07%Q1 2014Q3 202321
HWG Holdings LP 720.02%0.64%4.21%Q4 2015Q2 202321
WASHINGTON TRUST BANK 21210.01%0.02%0.02%Q1 2014Q1 201921
FIRST HAWAIIAN BANK 21210.01%0.02%0.04%Q3 2018Q3 202321
Sabal Trust CO 1520.03%1.07%1.66%Q2 2013Q3 202321
Sound Income Strategies, LLC 1380.00%0.01%0.04%Q4 2017Q3 202321
First Bank & Trust 1920.01%0.59%2.41%Q4 2016Q3 202321
Prime Capital Investment Advisors, LLC 11100.01%0.07%0.25%Q4 2017Q3 202321
Perigon Wealth Management, LLC 1110.00%0.03%0.05%Q3 2011Q2 202321
Csenge Advisory Group 1050.02%0.06%0.14%Q3 2017Q3 202321
Trust Co 1380.00%0.05%0.17%Q1 2015Q3 202321
Pinnacle Bancorp, Inc. 2010.03%0.06%0.09%Q1 2017Q3 202321
Man Group plc 1290.00%0.04%0.18%Q1 2018Q3 202321
Virtus ETF Advisers LLC 1120.00%0.26%0.80%Q4 2016Q4 202221
Rafferty Asset Management, LLC 2010.03%0.05%0.12%Q1 2017Q3 202321
Westside Investment Management, Inc. 1510.00%0.00%0.01%Q4 2017Q3 202321
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD 21210.07%0.13%0.19%Q2 2013Q2 201821
BOK Financial Private Wealth, Inc. 1560.00%0.05%0.09%Q2 2013Q3 202321
Heritage Trust Co 1470.01%0.05%0.10%Q2 2017Q3 202321
VECTOR WEALTH MANAGEMENT, LLC 21210.17%0.29%0.56%Q4 2011Q4 201621
MOODY NATIONAL BANK TRUST DIVISION 21210.00%0.02%0.07%Q3 2018Q3 202321
ALLSTATE CORP 1710.05%0.16%0.68%Q2 2013Q4 202221
DELTA ASSET MANAGEMENT LLC/TN 1430.00%0.00%0.00%Q2 2013Q2 202021
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 2010.00%0.08%0.12%Q2 2013Q1 201921
SHELTON CAPITAL MANAGEMENT 21210.02%0.16%0.32%Q3 2018Q3 202321
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 21210.12%0.22%1.21%Q4 2015Q4 202021
Quantbot Technologies LP 510.01%0.24%0.62%Q1 2014Q3 202321
OPPENHEIMER ASSET MANAGEMENT INC. 21210.00%0.01%0.01%Q1 2017Q1 202221
PEOPLES FINANCIAL SERVICES CORP. 21210.08%0.10%0.12%Q3 2018Q3 202321
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.02%0.05%0.09%Q3 2018Q3 202321
TRUSTCORE FINANCIAL SERVICES, LLC 21210.01%0.02%0.03%Q4 2017Q4 202221
GAM Holding AG 20200.01%0.04%0.08%Q2 2013Q1 201820
ROOSEVELT INVESTMENT GROUP LLC 1190.02%0.04%0.09%Q2 2013Q3 202220
LSV ASSET MANAGEMENT 20200.00%0.03%0.04%Q2 2013Q1 201820
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 20200.08%0.10%0.12%Q2 2013Q1 201820
Chesley Taft & Associates LLC 20200.01%0.02%0.02%Q4 2018Q3 202320
THOMPSON INVESTMENT MANAGEMENT, INC. 20200.03%0.06%0.15%Q4 2018Q3 202320
AVANTAX ADVISORY SERVICES, INC. 20200.01%0.02%0.13%Q4 2018Q3 202320
ALPHA WINDWARD LLC 20200.11%0.13%0.18%Q4 2015Q3 202020
LEVIN CAPITAL STRATEGIES, L.P. 1820.00%0.11%1.01%Q2 2013Q4 201820
GSA CAPITAL PARTNERS LLP 810.01%0.07%0.26%Q2 2013Q3 202320
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 20200.02%0.09%0.15%Q4 2018Q3 202320
TWO SIGMA SECURITIES, LLC 610.00%0.02%0.25%Q4 2016Q3 202320
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 20200.06%0.11%0.20%Q1 2013Q4 201720
AGF Investments LLC 910.00%0.10%0.24%Q4 2016Q3 202220
Twin Tree Management, LP 410.00%0.00%0.02%Q4 2013Q3 202320
Kistler-Tiffany Companies, LLC 1710.00%0.00%0.01%Q2 2014Q2 202320
Gilman Hill Asset Management, LLC 20200.05%0.08%0.13%Q4 2018Q3 202320
AMF Tjanstepension AB 1230.22%0.38%0.58%Q4 2014Q3 202020
Personal Capital Advisors Corp 20200.00%0.04%0.08%Q1 2018Q4 202220
Aveo Capital Partners, LLC 1910.06%0.17%0.43%Q4 2016Q3 202320
Riverview Trust Co 20200.09%0.21%0.34%Q4 2018Q3 202320
Connor, Clark & Lunn Investment Management Ltd. 1110.00%0.02%0.13%Q1 2014Q3 202320
Vantage Investment Advisors, LLC 20200.00%0.01%0.02%Q4 2013Q3 201820
FinTrust Capital Advisors, LLC 20200.01%0.02%0.02%Q4 2018Q3 202320
Stuart Chaussee & Associates, Inc. 20200.00%0.01%0.03%Q4 2018Q3 202320
Zions Bancorporation, N.A. 20200.00%0.01%0.09%Q4 2018Q3 202320
Cribstone Capital Management, LLC 1460.00%0.02%0.04%Q2 2016Q4 202220
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1910.00%0.00%0.02%Q1 2018Q3 202320
IHT Wealth Management, LLC 1140.00%0.03%0.04%Q2 2017Q3 202320
Qube Research & Technologies Ltd 830.02%0.17%0.43%Q1 2018Q3 202320
Redpoint Investment Management Pty Ltd 20200.09%0.21%0.39%Q4 2017Q3 202220
F3Logic, LLC 20200.02%0.18%0.38%Q1 2018Q4 202220
CX Institutional 1460.00%0.01%0.02%Q2 2018Q3 202320
Old Port Advisors 1810.21%0.46%0.70%Q2 2018Q3 202320
WORLDQUANT MILLENNIUM ADVISORS LLC 20200.02%0.18%0.77%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.18%0.38%1.28%Q4 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.01%0.01%Q4 2018Q3 202320
Graves Light Lenhart Wealth, Inc. 20200.03%0.05%0.07%Q4 2018Q3 202320
Valtinson Bruner Financial Planning LLC 20200.71%0.83%1.07%Q4 2018Q3 202320
TOWNSQUARE CAPITAL LLC 20200.01%0.08%0.18%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.01%0.02%0.03%Q4 2018Q3 202320
Lindbrook Capital, LLC 20200.01%0.02%0.04%Q4 2018Q3 202320
O'Brien Greene & Co. Inc 20200.14%0.31%0.53%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.02%0.03%0.06%Q4 2018Q3 202320
American Portfolios Advisors 20200.01%0.04%0.10%Q4 2017Q3 202220
JAMES INVESTMENT RESEARCH INC 1820.00%0.04%0.54%Q4 2013Q4 202020
DENVER INVESTMENT ADVISORS LLC 20200.06%0.15%0.25%Q2 2013Q1 201820
Bremer Bank National Association 19190.26%0.47%0.76%Q1 2019Q3 202319
CREATIVE FINANCIAL DESIGNS INC /ADV 1410.00%0.01%0.01%Q4 2017Q3 202319
TSFG, LLC 19190.01%0.01%0.02%Q1 2019Q3 202319
Archford Capital Strategies, LLC 1360.00%0.02%0.06%Q1 2014Q2 201919
HUDSON EDGE INVESTMENT PARTNERS INC. 1270.18%0.77%1.76%Q2 2013Q3 202319
ATWOOD & PALMER INC 1010.00%0.00%0.01%Q2 2014Q3 202019
Laurel Wealth Advisors, Inc. 1630.03%0.05%0.08%Q4 2017Q4 202219
RDA Financial Network 19190.13%0.17%0.21%Q1 2019Q3 202319
Marquette Asset Management, LLC 19190.01%0.02%0.04%Q1 2019Q3 202319
Barrett Asset Management, LLC 19190.01%0.01%0.01%Q2 2017Q4 202119
Meiji Yasuda Life Insurance Co 620.01%0.05%0.11%Q2 2013Q1 202219
Rockefeller Capital Management L.P. 19190.00%0.02%0.07%Q1 2019Q3 202319
Keystone Financial Planning, Inc. 19190.36%0.57%0.68%Q2 2015Q4 201919
NORTH STAR ASSET MANAGEMENT INC 19190.02%0.02%0.02%Q4 2017Q2 202219
STEPHENS INC /AR/ 19190.00%0.04%0.08%Q1 2019Q3 202319
SRS Capital Advisors, Inc. 1020.10%0.16%0.24%Q3 2018Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.04%Q1 2019Q3 202319
FIL Ltd 1810.00%0.05%0.08%Q1 2014Q3 202219
Western Wealth Management, LLC 1180.06%0.16%0.41%Q4 2018Q3 202319
ROWLAND CARMICHAEL ADVISORS INC /ADV 1630.08%0.17%0.73%Q1 2016Q4 202019
BECKER CAPITAL MANAGEMENT INC 19190.05%0.62%1.26%Q2 2013Q4 201719
WEALTHFRONT Corp 19190.00%0.01%0.03%Q1 2014Q3 201819
Trexquant Investment LP 610.02%0.11%0.24%Q4 2014Q3 202319
BENJAMIN EDWARDS INC 19190.29%0.77%1.37%Q1 2019Q3 202319
MEEDER ASSET MANAGEMENT INC 1010.00%0.06%0.36%Q1 2016Q3 202219
BANK OF HAWAII 19190.01%0.02%0.03%Q1 2019Q3 202319
Jackson, Grant Investment Advisers, Inc. 1110.00%0.08%0.10%Q4 2015Q3 202319
LINCOLN NATIONAL CORP 1810.01%0.01%0.01%Q4 2017Q3 202319
James Hambro & Partners 1720.02%0.04%0.11%Q4 2018Q3 202319
Private Capital Group, LLC 19190.01%0.01%0.02%Q4 2017Q2 202219
Cresset Asset Management, LLC 1630.00%0.01%0.01%Q4 2018Q3 202319
Commonwealth Equity Services, Inc 18180.04%0.04%0.05%Q2 2013Q3 201718
Natixis Investment Managers International 610.00%0.07%0.27%Q2 2013Q2 202218
Avantax Planning Partners, Inc. 1110.01%0.02%0.02%Q2 2017Q1 202318
Mosaic Family Wealth, LLC 1710.00%0.22%0.32%Q4 2015Q4 202118
NATIXIS 710.00%0.15%0.85%Q2 2013Q3 202318
Schonfeld Strategic Advisors LLC 920.01%0.10%0.23%Q4 2017Q2 202318
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.00%0.01%0.04%Q4 2015Q1 202018
INVESTMENT CENTERS OF AMERICA INC 18180.21%0.34%0.60%Q2 2013Q3 201718
Brandywine Global Investment Management, LLC 1440.00%0.09%0.15%Q2 2013Q4 201818
MONTAG A & ASSOCIATES INC 18180.01%0.02%0.02%Q2 2019Q3 202318
Ancora Advisors LLC 1610.00%0.00%0.01%Q4 2016Q3 202318
Alexandria Capital, LLC 18180.00%0.00%0.00%Q2 2013Q3 201718
Clarius Group, LLC 18180.02%0.04%0.05%Q2 2019Q3 202318
First Command Bank 1210.00%0.02%0.14%Q4 2016Q2 202318
Venturi Wealth Management, LLC 1210.00%0.07%0.09%Q4 2018Q3 202318
Prospera Financial Services Inc 18180.02%0.04%0.07%Q2 2019Q3 202318
Ballentine Partners, LLC 18180.01%0.01%0.02%Q2 2019Q3 202318
Legg Mason Asset Management (Japan) Co., Ltd. 1350.60%0.82%1.33%Q2 2017Q4 202118
WADE G W & INC 18180.01%0.01%0.02%Q2 2019Q3 202318
LEVEL FOUR ADVISORY SERVICES, LLC 18180.01%0.02%0.03%Q2 2019Q3 202318
NVWM, LLC 1710.00%0.02%0.03%Q2 2018Q3 202318
NATIONAL PLANNING CORP 18180.04%0.05%0.07%Q2 2013Q3 201718
Rehmann Capital Advisory Group 820.03%0.04%0.08%Q3 2015Q4 202018
STOCK YARDS BANK & TRUST CO 990.01%0.02%0.02%Q1 2019Q3 202318
Covington Capital Management 1710.00%0.00%0.00%Q4 2017Q3 202218
SCOUT INVESTMENTS, INC. 610.13%0.94%2.26%Q2 2013Q1 202018
Altshuler Shaham Ltd 720.00%0.00%0.02%Q4 2017Q3 202318
SUN LIFE FINANCIAL INC 18180.00%0.01%0.02%Q4 2016Q1 202118
Achmea Investment Management B.V. 1260.00%0.16%0.37%Q1 2017Q3 202118
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 18180.02%0.05%0.10%Q2 2017Q3 202118
Nationwide Fund Advisors 18180.06%0.09%0.15%Q2 2013Q3 201718
M&R CAPITAL MANAGEMENT INC 18180.01%0.01%0.01%Q2 2016Q3 202018
OSSIAM 1020.00%0.10%0.46%Q4 2018Q3 202318
Centre Asset Management, LLC 18180.08%0.13%0.21%Q3 2019Q4 202318
SEEYOND 17170.04%0.26%0.38%Q4 2018Q4 202217
BB&T SECURITIES, LLC 980.00%0.00%0.01%Q3 2014Q3 201917
VOLORIDGE INVESTMENT MANAGEMENT, LLC 1210.02%0.30%0.58%Q1 2016Q3 202317
PRELUDE CAPITAL MANAGEMENT, LLC 410.01%0.03%0.12%Q3 2013Q3 202217
First Command Financial Services, Inc. 1210.00%0.01%0.02%Q4 2016Q2 202317
USA FINANCIAL FORMULAS 1520.00%1.08%4.79%Q1 2019Q2 202317
Omnia Family Wealth, LLC 17170.07%0.12%0.24%Q4 2016Q4 202017
SIMPLEX TRADING, LLC 410.00%0.00%0.01%Q4 2014Q3 202317
Perpetual Ltd 810.00%0.35%1.02%Q1 2013Q1 202317
CenturyLink Investment Management Co 1430.16%0.52%0.74%Q1 2015Q1 202017
LEAVELL INVESTMENT MANAGEMENT, INC. 1610.02%0.02%0.03%Q2 2010Q2 202317
Tredje AP-fonden 1520.00%0.01%0.10%Q2 2015Q4 201917
WINTON GROUP Ltd 1250.02%0.31%1.06%Q2 2017Q4 202217
BRAUN STACEY ASSOCIATES INC 17170.18%0.43%0.82%Q3 2019Q3 202317
DALTON GREINER HARTMAN MAHER & CO 17170.12%0.46%0.73%Q4 2016Q4 202017
ABERDEEN ASSET MANAGEMENT PLC/UK 17170.00%0.02%0.05%Q2 2013Q2 201717
SCHNIEDERS CAPITAL MANAGEMENT LLC 17170.05%0.09%0.13%Q2 2019Q2 202317
AFFINITY INVESTMENT ADVISORS, LLC 17170.05%0.11%0.14%Q1 2019Q1 202317
CAPSTONE ASSET MANAGEMENT CO 17170.05%0.06%0.07%Q2 2013Q2 201717
SII INVESTMENTS INC/WI 810.03%0.06%0.09%Q2 2013Q4 201717
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1610.00%0.01%0.05%Q2 2019Q3 202317
USAdvisors Wealth Management, LLC 17170.05%0.15%0.31%Q3 2019Q3 202317
WFG Advisors, LP 17170.12%0.28%0.41%Q2 2013Q2 201717
JANICZEK WEALTH MANAGEMENT, LLC 17170.01%0.01%0.02%Q3 2019Q3 202317
Capital Advisors, Ltd. LLC 17170.00%0.01%0.01%Q3 2019Q3 202317
Quantitative Investment Management, LLC 410.02%0.17%0.47%Q2 2013Q2 202317
Lombard Odier Asset Management (Europe) Ltd 1610.02%0.03%0.11%Q2 2016Q3 202017
Windsor Financial Group, LLC 17170.93%1.08%1.25%Q2 2013Q2 201717
MACKAY SHIELDS LLC 17170.04%0.08%0.20%Q1 2018Q1 202217
TimeScale Financial, Inc. 17170.00%0.00%0.00%Q2 2019Q2 202317
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1010.09%0.27%0.68%Q2 2013Q4 202017
CI INVESTMENTS INC. 17170.00%0.00%0.01%Q3 2019Q3 202317
GREAT VALLEY ADVISOR GROUP, INC. 17170.03%0.06%0.11%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.00%0.00%0.01%Q3 2019Q3 202317
Kingsview Wealth Management, LLC 1010.01%0.02%0.04%Q1 2019Q3 202317
Orion Portfolio Solutions, LLC 16160.01%0.03%0.04%Q4 2019Q3 202316
JANUS HENDERSON INVESTORS US LLC 16160.00%0.04%0.12%Q2 2013Q1 201716
GLG LLC 16160.03%0.06%0.09%Q1 2014Q4 201716
TIEDEMANN ADVISORS, LLC 16160.10%0.19%0.36%Q4 2016Q3 202016
Cranbrook Wealth Management, LLC 16160.04%0.05%0.06%Q4 2019Q3 202316
EP Wealth Advisors, LLC 1020.01%0.01%0.03%Q2 2019Q3 202316
STEPH & CO 16160.06%0.10%0.23%Q4 2019Q3 202316
CAPITAL FUND MANAGEMENT S.A. 310.00%0.02%0.15%Q3 2016Q3 202316
Dynamic Technology Lab Private Ltd 410.04%0.19%0.38%Q4 2013Q2 202316
GROUP ONE TRADING, L.P. 310.00%0.00%0.01%Q2 2013Q3 202316
SEVEN EIGHT CAPITAL, LP 610.00%0.18%0.87%Q4 2013Q3 202316
OppenheimerFunds, Inc. 1510.00%0.01%0.04%Q1 2013Q1 201916
SFE Investment Counsel 16160.16%0.20%0.26%Q2 2013Q1 201716
Zurich Insurance Group Ltd/FI 16160.02%0.08%0.21%Q4 2016Q3 202016
Hotaling Investment Management, LLC 16160.37%0.49%0.62%Q1 2019Q4 202216
Strategic Advisors LLC 16160.04%0.08%0.12%Q2 2019Q1 202316
Corundum Group, Inc. 1210.17%0.26%0.48%Q4 2018Q3 202316
Simplicity Solutions, LLC 910.01%0.03%0.07%Q4 2015Q3 202316
GSB Wealth Management, LLC 16160.88%1.41%2.11%Q4 2016Q3 202016
EPIQ PARTNERS, LLC 16160.94%1.38%1.93%Q4 2019Q3 202316
CYPRESS CAPITAL MANAGEMENT LLC 1330.03%1.15%1.85%Q2 2013Q2 202216
Chronos Wealth Management, LLC 16160.46%0.60%0.80%Q4 2019Q3 202316
Column Capital Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Vestcor Inc 16160.25%0.40%0.59%Q4 2019Q3 202316
Candriam S.C.A. 16160.01%0.05%0.26%Q4 2014Q3 201816
Princeton Global Asset Management LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
MATTERN CAPITAL MANAGEMENT, LLC 16160.83%0.98%1.14%Q4 2019Q3 202316
CORDA Investment Management, LLC. 16160.27%0.32%0.46%Q2 2013Q1 201716
Wealthcare Advisory Partners LLC 1110.00%0.01%0.02%Q3 2017Q2 202216
Emerald Advisors, LLC 16160.13%0.19%0.29%Q4 2019Q3 202316
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 16160.01%0.08%0.11%Q4 2019Q3 202316
Carmichael Hill & Associates, Inc. 16160.03%0.04%0.05%Q4 2019Q3 202316
CWA Asset Management Group, LLC 16160.02%0.03%0.06%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.03%0.07%0.11%Q4 2019Q3 202316
Marks Group Wealth Management, Inc 16160.04%0.08%0.13%Q4 2019Q3 202316
Nicollet Investment Management, Inc. 970.11%0.21%0.42%Q3 2019Q3 202316
COLONY GROUP LLC 1510.00%0.02%0.10%Q3 2015Q3 202216
HighMark Wealth Management LLC 16160.33%0.43%0.60%Q4 2019Q3 202316
ZACKS INVESTMENT MANAGEMENT 810.01%0.01%0.02%Q3 2014Q1 202316
TRAVELERS COMPANIES, INC. 16161.31%1.92%2.84%Q2 2013Q1 201716
TIAA CREF TRUST CO FSB/MO 16160.01%0.01%0.01%Q2 2013Q1 201716
EDGE ASSET MANAGEMENT, INC 16160.58%0.87%1.29%Q2 2013Q1 201716
Brookstone Capital Management 1510.00%0.01%0.02%Q2 2015Q3 202316
Belpointe Asset Management LLC 1410.01%0.02%0.05%Q3 2018Q1 202316
KLCM Advisors, Inc. 16160.14%0.17%0.22%Q4 2019Q3 202316
Kinneret Advisory, LLC 16160.20%0.29%0.36%Q4 2018Q3 202216
Virtu KCG Holdings LLC 16160.00%0.02%0.08%Q3 2013Q2 201716
CIBC WORLD MARKET INC. 510.00%0.00%0.02%Q4 2013Q3 202316
Hartford Financial Management Inc. 16160.01%0.01%0.01%Q2 2015Q1 201916
EXANE DERIVATIVES 16160.00%0.02%0.05%Q2 2017Q1 202116
AMUNDI ASSET MANAGEMENT US, INC. 14140.01%0.03%0.06%Q4 2017Q1 202116
STONERIDGE INVESTMENT PARTNERS LLC 1060.03%0.05%0.18%Q1 2014Q1 201816
Community Bank, N.A. 16160.00%0.00%0.00%Q3 2016Q2 202016
Banque Cantonale Vaudoise 16160.00%0.15%0.33%Q4 2019Q3 202316
MSI Financial Services Inc 15150.01%0.01%0.01%Q2 2013Q4 201615
HIGH POINT BANK & TRUST CO 15150.01%0.01%0.01%Q2 2013Q4 201615
Quadrature Capital Ltd 1010.03%0.08%0.16%Q2 2016Q3 202315
BLACKROCK ADVISORS LLC 15150.00%0.03%0.05%Q2 2013Q4 201615
Empirical Finance, LLC 1410.01%0.07%0.10%Q4 2016Q3 202315
BALLAST ADVISORS LLC 1320.09%0.14%0.22%Q4 2019Q3 202315
BlackRock Japan Co. Ltd 15150.07%0.08%0.11%Q2 2013Q4 201615
INVESTMENT COUNSELORS OF MARYLAND LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
CHARTWELL INVESTMENT PARTNERS, LLC 15150.05%0.11%0.22%Q2 2014Q4 201715
American Investment Services, Inc. 810.08%0.43%0.71%Q2 2013Q4 202015
Summit X, LLC 15150.05%0.20%0.29%Q2 2017Q4 202015
CRA Financial Services, LLC 15150.06%0.10%0.15%Q1 2020Q3 202315
Teza Capital Management LLC 910.10%0.43%0.88%Q1 2018Q2 202315
WEALTHSOURCE PARTNERS, LLC 1230.02%0.03%0.06%Q2 2019Q2 202315
Horan Securities, Inc. 720.01%0.01%0.03%Q2 2019Q2 202315
Balentine LLC 710.00%0.01%0.03%Q1 2017Q3 202315
Bridgewater Associates 710.00%0.02%0.08%Q3 2014Q4 202215
BlackRock Investment Management, LLC 15150.04%0.05%0.07%Q2 2013Q4 201615
Abbrea Capital, LLC 15150.04%0.06%0.08%Q1 2020Q3 202315
ClearBridge Investments Ltd 15150.00%0.02%0.03%Q4 2016Q2 202015
CFM WEALTH PARTNERS LLC 15150.10%0.13%0.18%Q4 2019Q2 202315
BlackRock Institutional Trust Company, N.A. 15150.07%0.08%0.10%Q2 2013Q4 201615
OSAIC HOLDINGS, INC. 15150.02%0.03%0.05%Q1 2020Q3 202315
Illinois Municipal Retirement Fund 1320.02%0.16%0.64%Q4 2019Q3 202315
BlackRock Fund Advisors 15150.08%0.11%0.16%Q2 2013Q4 201615
Gideon Capital Advisors, Inc. 510.10%0.74%1.51%Q4 2013Q4 201915
Beacon Pointe Advisors, LLC 15150.01%0.04%0.06%Q1 2020Q3 202315
FAIRFIELD, BUSH & CO. 1210.01%0.08%0.15%Q2 2013Q2 202315
DELTA LLOYD NV 1140.01%0.04%0.14%Q2 2013Q1 201715
Advisor Group, Inc. 15150.04%0.06%0.08%Q2 2016Q4 201915
OFI Advisors LLC 1140.06%0.07%0.08%Q3 2011Q3 201515
Wealthspire Advisors, L.P. 1410.01%0.16%1.08%Q4 2015Q3 202015
Old North State Trust, LLC 630.02%0.02%0.04%Q3 2018Q1 202315
DONALDSON CAPITAL MANAGEMENT, LLC 15150.01%0.03%0.07%Q4 2019Q2 202315
BlackRock Group LTD 15150.07%0.08%0.11%Q2 2013Q4 201615
Cerity Partners LLC 810.00%0.02%0.06%Q3 2017Q3 202315
Rosenberg Matthew Hamilton 15150.13%0.18%0.29%Q1 2020Q3 202315
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
Premier Fund Managers Ltd 14140.05%0.20%0.39%Q2 2020Q3 202314
Hills Bank & Trust Co 14140.04%0.05%0.07%Q2 2020Q3 202314
ALERUS FINANCIAL NA 910.02%0.18%0.33%Q1 2017Q3 202314
PEAPACK GLADSTONE FINANCIAL CORP 1310.00%0.01%0.02%Q2 2019Q4 202214
BEACH INVESTMENT COUNSEL INC/PA 770.88%1.23%1.60%Q1 2020Q3 202314
JACOBS LEVY EQUITY MANAGEMENT, INC 1110.00%0.05%0.09%Q2 2013Q1 202014
Shinko Asset Management Co., Ltd. 14140.00%0.00%0.00%Q2 2013Q3 201614
Mizuho Asset Management Co.,Ltd. 14140.00%0.02%0.05%Q2 2013Q3 201614
Argentus Capital Management, LLC 14140.02%0.21%0.37%Q2 2013Q3 201614
ARGI Investment Services, LLC 950.04%0.08%0.12%Q4 2013Q4 201714
QUALCOMM INC/DE 14140.22%0.76%1.80%Q2 2013Q3 201614
CITIZENS FINANCIAL GROUP INC/RI 710.00%0.01%0.01%Q4 2015Q2 202014
Weatherstone Capital Management 860.06%0.18%0.31%Q1 2014Q1 201914
MONETA GROUP INVESTMENT ADVISORS LLC 710.00%0.01%0.02%Q3 2015Q3 202314
FIRST INTERSTATE BANK 860.00%0.00%0.02%Q3 2015Q4 201914
Atria Investments, Inc 1010.01%0.04%0.08%Q4 2018Q3 202314
NuWave Investment Management, LLC 1010.01%0.35%0.79%Q4 2017Q3 202214
FRED ALGER MANAGEMENT, LLC 710.00%0.00%0.00%Q2 2013Q2 201914
LOOMIS SAYLES & CO L P 730.00%0.00%0.00%Q3 2015Q3 202314
HBK INVESTMENTS L P 410.00%0.02%0.05%Q4 2013Q3 202214
Royal Fund Management, LLC 14140.01%0.01%0.03%Q4 2016Q1 202014
Wealth Alliance 1040.04%0.07%0.12%Q1 2020Q3 202314
EVOKE WEALTH, LLC 14140.00%0.01%0.01%Q3 2019Q4 202214
Capital Investment Advisors, LLC 1220.01%0.01%0.01%Q1 2019Q4 202314
Vanguard Personalized Indexing Management, LLC 14140.04%0.07%0.11%Q2 2020Q3 202314
TrinityPoint Wealth, LLC 14140.10%0.18%0.25%Q4 2018Q1 202214
Dai-ichi Life Holdings, Inc. 14140.07%0.10%0.19%Q2 2013Q3 201614
Penserra Capital Management LLC 910.00%0.06%0.15%Q2 2016Q3 202314
EXCHANGE TRADED CONCEPTS, LLC 1110.00%0.01%0.02%Q4 2019Q4 202314
SHAKER INVESTMENTS LLC/OH 950.34%0.83%1.44%Q4 2018Q2 202314
Ceredex Value Advisors LLC 920.00%0.78%1.13%Q1 2018Q3 202314
ALPINE WOODS CAPITAL INVESTORS, LLC 1040.03%0.09%0.17%Q2 2013Q2 202114
SILVERCREST ASSET MANAGEMENT GROUP LLC 720.00%0.05%0.17%Q2 2013Q3 202314
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 910.01%0.03%0.06%Q2 2013Q3 202314
PIEDMONT INVESTMENT ADVISORS INC 830.00%0.27%1.82%Q2 2013Q1 202014
Calamos Wealth Management LLC 860.02%0.03%0.04%Q4 2018Q1 202314
Affiance Financial, LLC 1310.11%0.20%0.26%Q4 2019Q3 202314
NumerixS Investment Technologies Inc 640.02%0.13%0.21%Q2 2016Q1 202014
BDO Wealth Advisors, LLC 14140.01%0.02%0.04%Q1 2020Q2 202314
Rampart Investment Management Company, LLC 14140.02%0.16%0.54%Q1 2017Q2 202014
First Heartland Consultants, Inc. 860.02%0.05%0.07%Q1 2019Q3 202314
XPONANCE, INC. 14140.03%0.06%0.14%Q2 2020Q3 202314
FLAGSHIP HARBOR ADVISORS, LLC 14140.01%0.02%0.04%Q2 2018Q3 202114
Virtu Financial LLC 210.02%0.07%0.23%Q1 2014Q1 202313
Leelyn Smith, LLC 13130.00%0.04%0.08%Q4 2019Q4 202213
Enterprise Trust & Investment Co 13130.01%0.01%0.01%Q2 2019Q2 202213
ATLAS CAPITAL ADVISORS LLC 1030.00%0.00%0.00%Q1 2018Q3 202313
Newbridge Financial Services Group, Inc. 13130.00%0.00%0.02%Q3 2020Q3 202313
HARBOR INVESTMENT ADVISORY, LLC 13130.00%0.01%0.02%Q2 2020Q2 202313
Elmwood Wealth Management, Inc. 710.01%0.01%0.02%Q1 2018Q4 202113
V Wealth Advisors LLC 13130.04%0.16%0.52%Q1 2020Q1 202313
WILLIAMS JONES & ASSOCIATES LLC 510.00%0.01%0.01%Q4 2014Q2 201913
RWA WEALTH PARTNERS, LLC 1120.01%0.02%0.03%Q1 2018Q3 202313
NATIONAL INVESTMENT SERVICES INC /WI 1210.84%2.44%2.89%Q2 2013Q3 201913
Bedel Financial Consulting, Inc. 13130.01%0.04%0.10%Q1 2019Q1 202213
Orgel Wealth Management, LLC 810.01%0.04%0.12%Q2 2016Q4 202213
Capital International Investors 1120.03%0.12%0.28%Q2 2013Q4 202213
AGF INVESTMENTS INC. 630.00%0.01%0.03%Q2 2016Q3 202213
Kestra Advisory Services, LLC 13130.03%0.04%0.06%Q3 2020Q3 202313
Aspire Private Capital, LLC 13130.00%0.00%0.00%Q3 2020Q3 202313
FIRSTMERIT BANK N A TRUSTEE 13130.02%0.03%0.04%Q2 2013Q2 201613
Global X Management CO LLC 13130.00%0.01%0.03%Q2 2015Q2 201813
TORTOISE CAPITAL ADVISORS, L.L.C. 13130.00%0.20%0.43%Q3 2020Q3 202313
Krane Funds Advisors LLC 710.00%0.02%0.04%Q2 2019Q3 202313
STEVENS CAPITAL MANAGEMENT LP 310.05%0.18%0.40%Q2 2013Q2 202213
Zions Bancorporation 910.00%0.00%0.02%Q1 2015Q3 201813
Cable Hill Partners, LLC 13130.00%0.01%0.01%Q1 2016Q1 201913
SVA Wealth Management, LLC 620.03%0.03%0.03%Q1 2016Q4 202013
Bogart Wealth, LLC 13130.18%0.30%0.43%Q3 2020Q3 202313
Larson Financial Group LLC 13130.00%0.03%0.06%Q3 2020Q3 202313
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 760.02%0.04%0.06%Q1 2014Q3 202313
DeDora Capital, Inc. 13130.16%0.30%0.49%Q3 2020Q3 202313
NORGES BANK 1120.04%0.05%0.08%Q2 2012Q3 201513
TFC Financial Management, Inc. 13130.00%0.00%0.00%Q3 2020Q3 202313
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC 760.01%0.50%1.85%Q2 2016Q3 202313
Corient Capital Partners, LLC 13130.03%0.04%0.08%Q3 2019Q3 202213
FIRST FINANCIAL CORP /IN/ 850.00%0.01%0.03%Q3 2015Q1 202213
TOEWS CORP /ADV 410.05%0.39%0.93%Q2 2016Q3 202313
Hexagon Capital Partners LLC 13130.02%0.02%0.04%Q3 2020Q3 202313
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 1010.00%0.04%0.21%Q4 2019Q3 202313
KANALY TRUST CO 13130.00%0.01%0.01%Q4 2013Q4 201613
Clearstead Advisors, LLC 13130.00%0.00%0.01%Q3 2020Q3 202313
MinichMacGregor Wealth Management, LLC 1210.00%0.01%0.01%Q4 2015Q4 202213
Catalyst Capital Advisors LLC 1210.00%0.02%0.26%Q2 2013Q3 202313
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 710.02%0.29%0.60%Q4 2014Q3 202313
Financial Gravity Asset Management, Inc. 610.00%0.01%0.04%Q2 2019Q3 202313
Proficio Capital Partners LLC 1120.00%0.00%0.01%Q4 2015Q2 201913
Accel Wealth Management 12120.10%0.15%0.23%Q4 2020Q3 202312
HMS Capital Management, LLC 880.12%0.31%0.49%Q1 2019Q4 202012
ADVANTAGE INVESTMENT MANAGEMENT, LLC 12120.00%0.01%0.02%Q4 2016Q3 201912
Berger Financial Group, Inc 12120.11%0.16%0.19%Q4 2020Q3 202312
Destination Wealth Management 1110.00%0.01%0.01%Q1 2019Q3 202312
AJO, LP 810.00%0.03%0.05%Q2 2013Q4 202012
Apollon Wealth Management, LLC 1110.06%0.08%0.14%Q2 2020Q3 202312
Berman Capital Advisors, LLC 12120.00%0.01%0.01%Q4 2018Q3 202112
TRILLIUM ASSET MANAGEMENT, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
Siemens Fonds Invest GmbH 12120.22%0.33%0.43%Q4 2020Q3 202312
RUSSELL FRANK CO/ 12120.01%0.04%0.13%Q2 2013Q1 201612
Costello Asset Management, INC 12120.06%0.61%1.29%Q2 2020Q1 202312
Hoese & Co LLP 12120.05%0.06%0.07%Q1 2021Q4 202312
Kepos Capital LP 1020.00%0.02%0.08%Q3 2020Q3 202312
Principle Wealth Partners LLC 12120.02%0.03%0.04%Q4 2020Q3 202312
Cornerstone Advisors, LLC 750.07%0.12%0.20%Q4 2019Q3 202312
Castle Rock Wealth Management, LLC 12120.10%0.13%0.17%Q4 2020Q3 202312
TD Securities (USA) LLC 12120.04%0.08%0.10%Q2 2013Q1 201612
Transform Wealth, LLC 12120.02%0.09%0.16%Q2 2019Q1 202212
PINNACLE FINANCIAL PARTNERS INC 510.00%0.01%0.02%Q2 2017Q3 202312
CVA Family Office, LLC 12120.01%0.02%0.04%Q3 2020Q2 202312
Pinion Investment Advisors, LLC 12120.42%0.89%1.20%Q1 2018Q4 202012
BEACON TRUST CO 12120.06%0.07%0.08%Q1 2013Q4 201512
RIVERBRIDGE PARTNERS LLC 12120.00%0.00%0.00%Q2 2020Q1 202312
Parkwood LLC 1110.03%0.06%0.10%Q4 2013Q2 201712
ExodusPoint Capital Management, LP 410.01%0.17%0.67%Q3 2019Q2 202312
GPS Wealth Strategies Group, LLC 930.06%0.10%0.17%Q3 2020Q3 202312
Johnson Midwest Financial, LLC 12120.29%0.60%1.45%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.14%0.17%0.20%Q4 2020Q3 202312
Samalin Investment Counsel, LLC 12120.16%0.22%0.28%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.04%0.06%0.07%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.20%0.29%0.45%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.02%0.02%0.03%Q4 2020Q3 202312
Tradition Wealth Management, LLC 12120.08%0.10%0.13%Q4 2020Q3 202312
Bond & Devick Financial Network, Inc. 12120.60%0.86%1.25%Q4 2020Q3 202312
MARSHALL WACE, LLP 710.00%0.04%0.20%Q1 2015Q4 202212
Austin Private Wealth, LLC 12120.03%0.05%0.07%Q4 2020Q3 202312
Railway Pension Investments Ltd 840.04%0.18%0.34%Q4 2018Q2 202312
Eudaimonia Partners, LLC 840.08%0.14%0.26%Q4 2019Q4 202212
Neuburgh Advisers LLC 12120.11%0.15%0.21%Q4 2016Q3 201912
DIVIDEND ASSETS CAPITAL, LLC 12120.02%0.02%0.02%Q4 2020Q3 202312
Jackson Creek Investment Advisors LLC 12120.13%0.17%0.20%Q3 2020Q2 202312
Hilton Capital Management, LLC 710.02%0.07%0.17%Q2 2013Q3 202012
Bard Financial Services, Inc. 12120.05%0.07%0.08%Q4 2020Q3 202312
Tyers Asset Management LLC 12120.14%0.19%0.28%Q4 2016Q3 201912
Meadow Creek Investment Management LLC 12120.05%0.07%0.10%Q4 2016Q3 201912
MV CAPITAL MANAGEMENT, INC. 12120.00%0.00%0.00%Q4 2020Q3 202312
Flinton Capital Management LLC 12120.17%0.22%0.32%Q4 2016Q3 201912
WealthTrust Fairport, LLC 750.00%0.01%0.01%Q2 2013Q1 201912
Sunbelt Securities, Inc. 510.01%0.05%0.17%Q4 2016Q3 202312
WOLFF WIESE MAGANA LLC 12120.10%0.12%0.14%Q4 2020Q3 202312
ETRADE Capital Management LLC 610.00%0.01%0.02%Q2 2013Q4 201712
Symmetry Partners, LLC 530.02%0.08%0.21%Q1 2019Q2 202312
KESTRA PRIVATE WEALTH SERVICES, LLC 1110.01%0.02%0.09%Q3 2020Q3 202312
CSat Investment Advisory, L.P. 12120.00%0.03%0.08%Q2 2018Q1 202112
CAPITAL GUARDIAN TRUST CO 1110.00%0.00%0.00%Q1 2014Q1 201712
PartnerRe Asset Management CORP 12120.06%0.06%0.07%Q2 2013Q1 201612
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.22%0.45%0.60%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.17%0.22%0.34%Q4 2020Q3 202312
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 410.20%0.46%1.01%Q1 2018Q3 202311
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 920.04%0.11%0.22%Q4 2020Q3 202311
DC Investments Management, LLC 11110.14%0.42%0.65%Q4 2017Q2 202011
Concord Wealth Partners 740.01%0.04%0.10%Q4 2020Q3 202311
Piscataqua Savings Bank 11110.03%0.04%0.06%Q1 2021Q3 202311
A. D. Beadell Investment Counsel, Inc. 11110.70%0.77%0.87%Q2 2013Q4 201511
Spire Wealth Management 11110.01%0.06%0.21%Q1 2021Q3 202311
Hennion & Walsh Asset Management, Inc. 11110.06%0.12%0.19%Q1 2021Q3 202311
Symphony Financial, Ltd. Co. 11110.10%0.18%0.40%Q1 2020Q3 202211
Maryland State Retirement & Pension System 740.06%0.08%0.10%Q4 2020Q3 202311
Ohio National Investments, Inc. 11110.06%0.07%0.08%Q2 2013Q4 201511
SIMON QUICK ADVISORS, LLC 610.00%0.02%0.03%Q4 2017Q3 202311
Ramsay, Stattman, Vela & Price, Inc. 11110.06%0.08%0.09%Q1 2021Q3 202311
Venture Visionary Partners LLC 11110.02%0.02%0.03%Q1 2021Q3 202311
Psagot Value Holdings Ltd. 920.01%0.02%0.04%Q3 2018Q3 202111
Sound View Wealth Advisors Group, LLC 810.03%0.04%0.05%Q3 2020Q3 202311
NICOLET ADVISORY SERVICES, LLC 830.02%0.04%0.09%Q2 2019Q3 202311
Brinker Capital Investments, LLC 710.00%0.01%0.02%Q4 2016Q4 202211
Stone Ridge Asset Management LLC 11110.02%0.05%0.10%Q4 2017Q2 202011
Guidant Wealth Advisors 11110.03%0.07%0.10%Q1 2017Q3 201911
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 1010.01%0.03%0.10%Q2 2013Q3 202311
NEW ENGLAND ASSET MANAGEMENT INC 11110.04%0.05%0.06%Q2 2013Q4 201511
Braun-Bostich & Associates Inc. 740.02%0.02%0.03%Q4 2017Q3 202011
CreativeOne Wealth, LLC 11110.02%0.03%0.03%Q4 2020Q2 202311
Voya Financial Advisors, Inc. 11110.01%0.02%0.02%Q3 2017Q1 202011
G&S Capital LLC 11110.03%0.21%1.58%Q4 2017Q2 202011
Investors Research Corp 11110.00%0.00%0.01%Q3 2019Q1 202211
6 Meridian 11110.02%0.05%0.06%Q4 2017Q2 202011
Point72 Asset Management, L.P. 410.00%0.10%0.31%Q2 2019Q3 202311
TRUEWEALTH LLC 11110.02%0.02%0.04%Q4 2017Q2 202011
WESTPORT RESOURCES MANAGEMENT INC 11110.00%0.00%0.00%Q2 2013Q4 201511
HARVEST VOLATILITY MANAGEMENT LLC 11110.00%0.18%0.34%Q4 2020Q2 202311
Garde Capital, Inc. 11110.01%0.02%0.04%Q4 2020Q2 202311
Capital Bank & Trust Co 740.00%0.00%0.00%Q2 2017Q1 202111
PATTON ALBERTSON MILLER GROUP, LLC 11110.04%0.08%0.13%Q2 2019Q4 202111
Doyle Wealth Management 910.02%0.02%0.03%Q4 2018Q2 202211
Highstreet Asset Management Inc. 11110.00%0.12%0.28%Q2 2017Q4 201911
Mutual Advisors, LLC 11110.01%0.03%0.04%Q1 2021Q3 202311
Sowell Financial Services LLC 710.02%0.03%0.04%Q3 2018Q1 202311
McClarren Financial Advisors, Inc. 11110.15%0.24%0.74%Q4 2020Q2 202311
Addison Advisors LLC 1010.02%0.03%0.04%Q4 2020Q3 202311
IBERIABANK CORP 11110.03%0.04%0.05%Q4 2017Q2 202011
STRATEGY ASSET MANAGERS LLC 510.05%0.09%0.25%Q3 2020Q3 202311
Xact Kapitalforvaltning AB 10100.05%0.06%0.06%Q3 2016Q4 201810
BRINKER CAPITAL INC 10100.02%0.05%0.07%Q2 2017Q3 201910
Waratah Capital Advisors Ltd. 730.01%0.07%0.14%Q3 2020Q2 202310
QUANTRES ASSET MANAGEMENT Ltd 310.21%0.37%0.83%Q1 2014Q1 201910
Mondrian Investment Partners LTD 10100.00%0.00%0.00%Q4 2018Q1 202110
GAM SYSTEMATIC LLP 520.00%0.19%0.56%Q4 2014Q3 201710
Lumature Wealth Partners, LLC 10100.00%0.01%0.02%Q1 2021Q2 202310
Index Management Solutions, LLC 10100.00%0.02%0.08%Q2 2013Q3 201510
PSI Advisors, LLC 910.04%0.05%0.07%Q4 2019Q3 202310
IFS Advisors, LLC 910.04%0.11%0.26%Q4 2020Q4 202310
Independent Advisor Alliance 610.01%0.02%0.02%Q2 2020Q3 202310
CITY NATIONAL BANK 10100.54%0.69%0.83%Q2 2013Q3 201510
IEQ CAPITAL, LLC 10100.01%0.01%0.03%Q2 2021Q3 202310
Deseret Mutual Benefit Administrators 10100.02%0.03%0.04%Q2 2021Q3 202310
Syverson Strege & Co 10100.02%0.03%0.04%Q4 2020Q1 202310
West Family Investments, Inc. 10100.08%0.18%0.22%Q2 2021Q3 202310
Elo Mutual Pension Insurance Co 10100.07%0.09%0.10%Q4 2020Q1 202310
Aureus Asset Management, LLC 10100.01%0.02%0.03%Q2 2021Q3 202310
Richard C. Young & CO., LTD. 10101.74%2.03%2.40%Q2 2013Q3 201510
Pearl River Capital, LLC 310.11%0.48%0.96%Q4 2018Q2 202310
JFS WEALTH ADVISORS, LLC 820.00%0.00%0.00%Q2 2014Q3 202310
Fisher Asset Management, LLC 510.00%0.00%0.00%Q3 2017Q4 202110
Saturna Capital CORP 820.00%0.00%0.00%Q2 2013Q4 201510
QUANTUM CAPITAL MANAGEMENT 550.05%0.11%0.19%Q2 2013Q3 202010
Copeland Capital Management, LLC 10100.00%0.05%0.28%Q4 2018Q1 202110
COURIER CAPITAL LLC 10100.05%0.06%0.07%Q1 2014Q2 201610
Valeo Financial Advisors, LLC 820.00%0.00%0.00%Q4 2017Q2 202010
Centiva Capital, LP 310.00%0.02%0.04%Q2 2019Q3 202310
Hillsdale Investment Management Inc. 10100.03%0.05%0.07%Q2 2013Q3 201510
Eagle Bay Advisors LLC 10100.00%0.03%0.06%Q2 2021Q3 202310
Cipher Capital LP 310.03%0.23%0.66%Q2 2013Q3 202010
West Branch Capital LLC 10100.02%0.02%0.02%Q2 2021Q3 202310
HARBOUR INVESTMENTS, INC. 640.05%0.07%0.09%Q1 2021Q3 202310
SHINE INVESTMENT ADVISORY SERVICES INC 10100.01%0.02%0.02%Q2 2018Q3 202010
PineBridge Investments, L.P. 510.00%0.00%0.01%Q2 2017Q2 202310
Profit Investment Management, LLC 10100.05%0.09%0.21%Q2 2013Q3 201510
Triumph Capital Management 10100.10%0.28%0.82%Q2 2021Q3 202310
Gotham Asset Management, LLC 210.00%0.01%0.02%Q1 2017Q3 202310
Permanens Capital L.P. 10100.00%0.00%0.00%Q1 2019Q2 202110
HITE Hedge Asset Management LLC 911.68%2.46%4.30%Q1 2021Q3 202310
Wealthstreet Investment Advisors, LLC 10100.04%0.15%1.09%Q1 2019Q2 202110
FULTON BANK, N.A. 10100.01%0.02%0.03%Q3 2021Q4 202310
CenterStar Asset Management, LLC 110.00%0.04%0.18%Q2 2018Q4 202210
INTACT INVESTMENT MANAGEMENT INC. 910.02%0.04%0.17%Q3 2013Q3 202310
E Fund Management Co., Ltd. 910.01%0.03%0.04%Q1 2021Q3 202310
CHILTON CAPITAL MANAGEMENT LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
Evolution Wealth Advisors, LLC 10100.00%0.00%0.01%Q2 2019Q3 202110
Tidal Investments LLC 10100.01%0.02%0.04%Q2 2021Q3 202310
BAILARD, INC. 710.01%0.01%0.02%Q1 2019Q3 202310
Amundi 10100.02%0.05%0.07%Q2 2021Q3 202310
CRAWFORD INVESTMENT COUNSEL INC 10100.01%0.01%0.01%Q2 2014Q3 201610
CLEAR STREET MARKETS LLC 210.00%0.03%0.13%Q1 2017Q3 20239
HUFF W R ASSET MANAGEMENT CO LLC /DE/ 991.09%1.53%2.04%Q4 2014Q4 20169
LMCG INVESTMENTS, LLC 990.18%0.31%0.40%Q2 2013Q2 20159
Absolute Return Capital, LLC 990.10%0.32%0.64%Q2 2013Q2 20159
CALTON & ASSOCIATES, INC. 810.01%0.06%0.08%Q4 2017Q2 20219
MANAGED ACCOUNT ADVISORS LLC 990.00%0.01%0.01%Q2 2013Q2 20159
Sequoia Financial Advisors, LLC 810.01%0.01%0.01%Q2 2021Q3 20239
All Terrain Financial Advisors, LLC 540.08%0.09%0.12%Q4 2017Q1 20209
FIRST BUSINESS FINANCIAL SERVICES, INC. 810.03%0.04%0.04%Q4 2018Q3 20239
A.R.T. Advisors, LLC 410.02%0.10%0.20%Q3 2014Q3 20189
SevenBridge Financial Group, LLC 990.01%0.01%0.01%Q2 2017Q2 20199
EMFO, LLC 990.04%0.05%0.05%Q3 2021Q3 20239
CHOREO, LLC 720.01%0.04%0.08%Q2 2018Q3 20239
ANALYTIC INVESTORS, LLC 420.02%0.33%0.81%Q2 2013Q3 20169
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 990.02%0.02%0.03%Q4 2018Q4 20209
Baldwin Investment Management, LLC 810.03%0.04%0.06%Q3 2020Q4 20229
Blueshift Asset Management, LLC 310.05%0.32%1.32%Q4 2018Q2 20229
UBS AG 660.00%0.01%0.02%Q2 2013Q3 20149
Cordasco Financial Network 990.01%0.01%0.01%Q2 2018Q2 20209
CAMBRIDGE TRUST CO 810.00%0.00%0.01%Q1 2021Q3 20239
Taylor Hoffman Wealth Management 810.03%0.03%0.04%Q1 2018Q2 20209
ELEMENT CAPITAL MANAGEMENT LLC 510.01%0.21%0.34%Q2 2015Q3 20239
Sciencast Management LP 210.06%0.61%2.29%Q3 2016Q2 20239
AIGEN INVESTMENT MANAGEMENT, LP 610.02%0.51%1.41%Q1 2020Q3 20239
Nuveen Fund Advisors, LLC 990.06%0.15%0.40%Q2 2016Q2 20189
Willis Investment Counsel 630.17%0.33%0.72%Q2 2016Q2 20219
Weiss Multi-Strategy Advisers LLC 210.01%0.21%0.52%Q4 2013Q2 20229
TIVERTON ASSET MANAGEMENT LLC 990.00%0.01%0.03%Q3 2017Q3 20199
PATHSTONE FAMILY OFFICE, LLC 540.00%0.01%0.01%Q1 2020Q3 20239
Claro Advisors LLC 540.00%0.35%0.69%Q4 2018Q3 20239
Kozak & Associates, Inc. 990.13%0.20%0.24%Q3 2021Q3 20239
CLINTON GROUP INC 310.04%0.29%0.82%Q2 2013Q3 20189
Cohen Klingenstein LLC 990.02%0.02%0.03%Q3 2021Q3 20239
NovaPoint Capital, LLC 990.09%0.25%0.38%Q3 2021Q3 20239
ALPHASIMPLEX GROUP, LLC 540.11%0.17%0.22%Q1 2019Q3 20219
Capital Analysts, LLC 810.00%0.00%0.01%Q2 2018Q3 20239
Clear Perspective Advisors, LLC 720.02%0.03%0.04%Q4 2016Q3 20199
Paradigm Financial Partners, LLC 990.38%0.59%0.81%Q4 2018Q4 20209
Holocene Advisors, LP 990.00%0.03%0.04%Q3 2021Q3 20239
Baystate Wealth Management LLC 510.00%0.00%0.00%Q1 2017Q3 20239
Community Financial Services Group, LLC 720.01%0.01%0.02%Q2 2013Q3 20159
CARLSON CAPITAL L P 410.17%0.33%0.65%Q3 2013Q1 20209
GENESEE VALLEY TRUST CO 990.15%0.34%0.60%Q1 2016Q1 20189
First City Capital Management, Inc. 990.01%0.01%0.01%Q1 2014Q1 20169
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 990.27%0.40%0.54%Q4 2015Q4 20179
Assured Investment Management LLC 630.00%0.01%0.03%Q2 2015Q3 20179
ADIRONDACK TRUST CO 990.00%0.02%0.02%Q3 2021Q3 20239
ZEKE CAPITAL ADVISORS, LLC 540.01%0.04%0.12%Q3 2017Q4 20229
Covenant Partners, LLC 990.39%0.47%0.58%Q4 2018Q4 20209
PRIVATE CAPITAL MANAGEMENT LLC 990.08%0.14%0.26%Q2 2020Q2 20229
NORTHWEST INVESTMENT COUNSELORS, LLC 310.00%0.00%0.00%Q3 2019Q3 20239
WESPAC Advisors, LLC 310.14%0.29%0.44%Q4 2018Q3 20229
Point72 Middle East FZE 440.00%0.02%0.10%Q4 2022Q3 20239
EXENCIAL WEALTH ADVISORS, LLC 990.09%0.10%0.12%Q1 2013Q1 20159
EDMOND DE ROTHSCHILD HOLDING S.A. 720.00%0.01%0.08%Q3 2017Q2 20219
Psagot Value Holdings Ltd. / (Israel) 990.00%0.02%0.05%Q3 2021Q3 20239
Badgley Phelps Wealth Managers, LLC 990.01%0.01%0.01%Q3 2021Q3 20239
Perpetual Investment Management Ltd 990.02%0.03%0.04%Q4 2020Q4 20229
Investors Financial Group, LLC 990.99%1.31%1.77%Q4 2019Q4 20219
Ilmarinen Mutual Pension Insurance Co 540.04%0.07%0.12%Q3 2019Q3 20239
BOOTHBAY FUND MANAGEMENT, LLC 310.00%0.02%0.07%Q1 2019Q2 20239
City State Bank 880.04%0.05%0.06%Q4 2021Q3 20238
361 CAPITAL LLC 710.08%0.26%1.04%Q2 2016Q2 20208
AlphaOne Investment Services, LLC 880.00%0.01%0.02%Q4 2017Q3 20198
Sageworth Trust Co 710.00%0.03%0.03%Q4 2019Q4 20228
Mizuho Trust & Banking Co., Ltd. 880.08%0.10%0.11%Q4 2014Q3 20168
Lombard Odier Asset Management (Switzerland) SA 420.01%0.06%0.10%Q2 2014Q1 20188
Smith Affiliated Capital Corp. 880.00%0.00%0.00%Q2 2011Q1 20138
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 710.00%0.00%0.00%Q3 2018Q3 20208
EULAV Asset Management 880.05%0.06%0.08%Q2 2013Q1 20158
American Assets Investment Management, LLC 880.45%0.54%0.62%Q4 2021Q3 20238
Iowa State Bank 880.07%0.08%0.10%Q2 2019Q1 20218
Smith Anglin Financial, LLC 880.03%0.06%0.09%Q4 2021Q3 20238
Desjardins Global Asset Management Inc. 880.00%0.03%0.06%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.21%0.29%0.36%Q3 2021Q2 20238
Campbell & CO Investment Adviser LLC 210.07%0.41%0.81%Q2 2013Q2 20238
Crosspoint Capital Strategies, LLC 880.01%0.08%0.30%Q4 2013Q3 20158
Metis Global Partners, LLC 880.07%0.08%0.10%Q4 2021Q3 20238
Echo Street Capital Management LLC 880.17%0.75%1.27%Q2 2021Q1 20238
LEWIS CAPITAL MANAGEMENT, LLC 880.55%0.67%0.85%Q4 2021Q3 20238
Bares Capital Management 880.06%0.08%0.11%Q1 2013Q4 20148
Caprock Group, LLC 410.02%0.03%0.05%Q3 2017Q3 20238
Resolution Capital Ltd 880.01%0.01%0.01%Q3 2021Q2 20238
Compagnie Lombard Odier SCmA 440.00%0.00%0.00%Q4 2013Q1 20228
Sterling Capital Management LLC 410.00%0.00%0.00%Q3 2014Q3 20198
Marshall Wace North America L.P. 310.00%0.02%0.06%Q2 2017Q3 20218
COBIZ WEALTH, LLC 710.02%0.06%0.07%Q2 2013Q1 20168
Bayesian Capital Management, LP 210.06%0.22%0.79%Q4 2017Q3 20238
Pensionfund Sabic 880.00%0.36%0.52%Q1 2015Q4 20168
Integrated Advisors Network LLC 530.22%0.27%0.32%Q2 2020Q1 20238
Integrated Investment Consultants, LLC 710.02%0.02%0.03%Q1 2016Q1 20188
Cornerstone Wealth Management, LLC 410.01%0.02%0.03%Q2 2018Q1 20238
Hefty Wealth Partners 880.01%0.01%0.01%Q2 2016Q1 20188
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.00%0.01%Q1 2019Q4 20208
Patriot Financial Group Insurance Agency, LLC 420.00%0.01%0.01%Q4 2016Q4 20208
Kohmann Bosshard Financial Services, LLC 710.10%0.13%0.17%Q1 2017Q1 20198
ICICI Prudential Asset Management Co Ltd 880.01%0.02%0.04%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Quantamental Technologies LLC 310.11%0.29%0.60%Q4 2018Q1 20238
Strategic Wealth Partners, Ltd. 880.00%0.02%0.08%Q4 2017Q3 20198
Financial Advocates Investment Management 620.02%0.03%0.03%Q4 2017Q3 20208
Legacy Financial Advisors, Inc. 620.00%0.02%0.06%Q4 2017Q1 20238
Pflug Koory, LLC 880.02%0.02%0.02%Q4 2020Q3 20228
FORA Capital, LLC 410.04%0.21%0.40%Q4 2019Q2 20238
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
Nachman Norwood & Parrott, Inc 440.02%0.04%0.06%Q4 2018Q2 20218
Quantinno Capital Management LP 880.06%0.08%0.12%Q4 2021Q3 20238
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 620.01%0.02%0.05%Q3 2020Q3 20238
Core Alternative Capital 880.00%0.00%0.00%Q4 2021Q3 20238
ATTICUS WEALTH MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.07%0.09%0.12%Q4 2019Q3 20218
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.01%0.01%0.02%Q4 2019Q3 20218
Alpha Paradigm Partners, LLC 530.02%0.09%0.19%Q4 2020Q4 20228
Ten Capital Wealth Advisors, LLC 880.00%0.02%0.03%Q2 2021Q1 20238
B. Metzler seel. Sohn & Co. AG 880.01%0.01%0.02%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.07%0.08%0.10%Q4 2021Q3 20238
LCM Capital Management Inc 880.16%0.21%0.25%Q4 2021Q3 20238
FourThought Financial, LLC 880.09%0.47%0.98%Q4 2020Q3 20228
Bell Investment Advisors, Inc 620.00%0.00%0.01%Q3 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.02%0.03%0.04%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.01%0.01%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.01%0.01%0.01%Q4 2021Q3 20238
Stiles Financial Services Inc 881.41%1.62%1.91%Q4 2021Q3 20238
SC&H Financial Advisors, Inc. 880.18%0.27%0.36%Q4 2021Q3 20238
Laraway Financial Advisors Inc 880.46%0.61%0.70%Q4 2021Q3 20238
Leverty Financial Group, LLC 880.01%0.22%0.29%Q4 2021Q3 20238
KENFARB & CO. 880.59%0.70%0.80%Q4 2021Q3 20238
Covestor Ltd 880.02%0.03%0.06%Q4 2021Q3 20238
Planning Center, Inc. 880.10%0.26%0.93%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.01%0.03%0.04%Q4 2021Q3 20238
HB Wealth Management, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
Quent Capital, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
Strengthening Families & Communities, LLC 880.00%0.02%0.03%Q4 2021Q3 20238
Finer Wealth Management, Inc. 880.58%0.73%0.84%Q4 2021Q3 20238
WFA Asset Management Corp 880.08%0.09%0.11%Q4 2021Q3 20238
FIRST COMMUNITY TRUST NA 880.10%0.13%0.16%Q4 2021Q3 20238
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 620.00%0.16%0.26%Q2 2017Q3 20198
GUARDIAN INVESTOR SERVICES LLC 880.08%0.09%0.10%Q2 2013Q1 20158
TDAM USA INC. 710.01%0.01%0.02%Q3 2016Q4 20188
STRATTON MANAGEMENT CO 880.01%0.01%0.02%Q2 2013Q1 20158
EARNEST PARTNERS LLC 880.00%0.00%0.00%Q4 2021Q3 20238
BAIRD ROBERT W & CO INC /WI/ 880.01%0.01%0.02%Q2 2013Q1 20158
JOHNSON INVESTMENT COUNSEL INC 610.00%0.01%0.01%Q2 2018Q1 20238
TRUST DEPARTMENT MB FINANCIAL BANK N A 710.00%0.01%0.03%Q3 2015Q3 20188
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 880.12%0.16%0.22%Q4 2021Q3 20238
ALBION FINANCIAL GROUP /UT 710.00%0.00%0.01%Q4 2020Q4 20228
MAI Capital Management 880.02%0.02%0.03%Q3 2013Q2 20158
PAYDEN & RYGEL 620.00%0.00%0.00%Q2 2013Q2 20158
NATIONAL BANK OF CANADA /FI/ 880.01%0.03%0.08%Q4 2021Q3 20238
Concert Wealth Management Inc. 880.04%0.06%0.07%Q4 2014Q3 20168
VSR Financial Services, Inc. 880.02%0.04%0.06%Q3 2014Q2 20168
Freestone Capital Holdings, LLC 880.01%0.02%0.02%Q3 2020Q2 20228
Avidian Wealth Solutions, LLC 410.01%0.02%0.04%Q4 2019Q4 20228
PIN OAK INVESTMENT ADVISORS INC 770.02%0.03%0.03%Q1 2022Q3 20237
Fund Management at Engine No. 1 LLC 770.07%0.09%0.10%Q1 2022Q3 20237
COOKSON PEIRCE & CO INC 430.74%1.14%1.43%Q4 2015Q4 20177
DENALI ADVISORS LLC 520.41%0.76%1.06%Q2 2013Q3 20157
ICA Group Wealth Management, LLC 770.13%0.34%0.47%Q1 2022Q3 20237
ROCKEFELLER FINANCIAL SERVICES INC 610.00%0.00%0.00%Q2 2013Q1 20157
Visium Asset Management, LP 410.00%0.02%0.04%Q2 2013Q4 20157
Nikko Asset Management Americas, Inc. 320.01%0.05%0.12%Q4 2014Q2 20187
Lee Financial Co 510.00%0.01%0.02%Q1 2018Q2 20237
State of Wyoming 770.02%0.04%0.10%Q1 2022Q3 20237
Clarus Wealth Advisors 770.18%0.27%0.46%Q4 2017Q2 20197
Crewe Advisors LLC 610.00%0.00%0.01%Q3 2020Q3 20237
Horizons Wealth Management 770.00%0.00%0.00%Q2 2022Q4 20237
TCF National Bank 770.06%0.11%0.14%Q3 2019Q1 20217
Insight Wealth Strategies, LLC 770.04%0.08%0.12%Q3 2019Q1 20217
CENTAURUS FINANCIAL, INC. 510.02%0.02%0.04%Q2 2018Q3 20217
Placemark Investments, Inc. 770.02%0.03%0.05%Q2 2013Q4 20147
Charter Oak Capital Management, LLC 770.01%0.01%0.01%Q4 2020Q2 20227
Fieldpoint Private Securities, LLC 770.00%0.00%0.01%Q4 2020Q2 20227
Inspire Investing, LLC 430.15%0.27%0.51%Q4 2017Q1 20207
SeaCrest Wealth Management, LLC 610.01%0.02%0.02%Q4 2017Q2 20227
TRUE Private Wealth Advisors 510.01%0.02%0.02%Q3 2018Q4 20207
Squar Milner Financial Services LLC 520.00%0.00%0.00%Q2 2018Q1 20207
CENTERSQUARE INVESTMENT MANAGEMENT LLC 520.00%0.00%0.00%Q1 2018Q1 20207
Confluence Wealth Services, Inc. 770.04%0.07%0.11%Q4 2021Q2 20237
BAKER TILLY WEALTH MANAGEMENT, LLC 610.04%0.06%0.08%Q4 2020Q2 20237
PERSONAL CFO SOLUTIONS, LLC 770.07%0.08%0.09%Q1 2022Q3 20237
Bridge Creek Capital Management LLC 771.11%1.24%1.38%Q1 2022Q3 20237
DB Wealth Management Group, LLC 770.01%0.01%0.02%Q1 2022Q3 20237
Beaird Harris Wealth Management, LLC 520.01%0.01%0.02%Q4 2021Q3 20237
Sawyer & Company, Inc 770.23%0.25%0.27%Q4 2017Q2 20197
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 770.06%0.07%0.08%Q3 2021Q1 20237
NEVILLE RODIE & SHAW INC 770.03%0.03%0.04%Q2 2013Q4 20147
ASPIRIANT, LLC 610.02%0.05%0.15%Q2 2018Q1 20207
TELEMUS CAPITAL, LLC 770.07%0.09%0.10%Q1 2022Q3 20237
Legacy Advisors, LLC 520.00%0.01%0.03%Q3 2017Q2 20197
Firestone Capital Management 610.03%0.04%0.05%Q4 2019Q3 20217
Bank of New Hampshire 770.01%0.02%0.03%Q1 2022Q3 20237
Daiwa SB Investments Ltd. 770.00%0.00%0.00%Q3 2017Q1 20197
Formidable Asset Management, LLC 770.00%0.01%0.01%Q3 2014Q1 20167
HAP Trading, LLC 210.00%0.03%0.06%Q2 2013Q2 20227
SIT INVESTMENT ASSOCIATES INC 770.14%0.26%0.32%Q4 2021Q2 20237
Atria Wealth Solutions, Inc. 770.00%0.01%0.01%Q1 2022Q3 20237
Klingman & Associates, LLC 770.01%0.01%0.01%Q1 2015Q3 20167
WEDGE CAPITAL MANAGEMENT L L P/NC 770.11%0.11%0.12%Q1 2017Q3 20187
First Western Trust Bank 770.06%0.07%0.09%Q1 2022Q3 20237
1834 INVESTMENT ADVISORS CO 770.01%0.01%0.01%Q4 2017Q2 20197
Aristotle Capital Management, LLC 771.81%2.19%2.52%Q1 2022Q3 20237
AIA Group Ltd 610.00%0.03%0.06%Q4 2020Q1 20237
Alley Investment Management Company, LLC 770.06%0.07%0.08%Q1 2022Q3 20237
Integrated Wealth Management 770.02%0.02%0.02%Q1 2015Q3 20167
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Spectrum Management Group, LLC 310.00%0.05%0.14%Q1 2016Q3 20207
Savior LLC 770.02%0.02%0.03%Q4 2019Q2 20217
Segment Wealth Management, LLC 770.02%0.03%0.03%Q4 2021Q2 20237
CARILLON TOWER ADVISERS, INC. 610.04%0.26%0.55%Q2 2018Q1 20207
Wealthspire Advisors, LLC 510.00%0.01%0.02%Q4 2018Q4 20217
CANANDAIGUA NATIONAL BANK & TRUST CO 770.06%0.13%0.16%Q1 2018Q3 20197
AVIANCE CAPITAL MANAGEMENT, LLC 430.00%0.02%0.08%Q2 2013Q2 20167
Vontobel Holding Ltd. 770.01%0.01%0.01%Q4 2020Q2 20227
LAKE STREET PRIVATE WEALTH, LLC 770.04%0.06%0.07%Q4 2021Q2 20237
Maven Securities LTD 320.01%0.03%0.10%Q1 2021Q3 20227
Weaver Consulting Group 770.00%0.01%0.01%Q1 2019Q3 20207
Edge Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
BI Asset Management Fondsmaeglerselskab A/S 610.01%0.03%0.07%Q3 2019Q3 20237
Tyler-Stone Wealth Management 520.01%0.01%0.01%Q4 2021Q3 20237
SJS Investment Consulting Inc. 520.00%0.00%0.01%Q4 2021Q3 20237
MANCHESTER FINANCIAL INC 610.01%0.02%0.02%Q2 2019Q1 20217
AHL Partners LLP 430.04%0.05%0.06%Q3 2015Q3 20177
Jump Financial, LLC 410.01%0.08%0.22%Q3 2020Q3 20237
Annapolis Financial Services, LLC 660.00%0.01%0.01%Q2 2022Q3 20236
Wellesley Investment Partners, LLC 660.22%0.27%0.32%Q2 2019Q3 20206
OLD NATIONAL BANCORP /IN/ 660.01%0.02%0.03%Q2 2022Q3 20236
Artisan Partners Limited Partnership 660.34%0.40%0.44%Q1 2014Q2 20156
Optimal Asset Management, Inc. 660.09%0.15%0.29%Q2 2020Q3 20216
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
Regal Investment Advisors LLC 660.00%0.00%0.01%Q2 2013Q3 20146
FIRST FOUNDATION ADVISORS 660.05%0.05%0.06%Q2 2022Q3 20236
Swedbank 510.03%0.25%0.98%Q1 2014Q4 20156
Shelter Harbor Advisors, LP 333.73%5.16%7.16%Q4 2017Q2 20196
Ground Swell Capital, LLC 310.04%0.66%1.05%Q2 2014Q4 20226
Sonora Investment Management, LLC 410.00%0.01%0.02%Q3 2015Q3 20216
Lifeworks Advisors, LLC 660.14%0.19%0.26%Q4 2021Q1 20236
Euclid Advisors LLC 310.02%0.21%0.40%Q2 2013Q2 20166
Ameritas Investment Company, LLC 310.00%0.01%0.02%Q4 2018Q1 20216
LOGAN CAPITAL MANAGEMENT INC 660.00%0.00%0.00%Q2 2022Q3 20236
Price Wealth, LLC 310.00%0.00%0.00%Q4 2017Q3 20206
CCM INVESTMENT ADVISERS LLC 660.02%0.32%0.69%Q2 2013Q3 20146
Meridian Wealth Partners, LLC 660.01%0.02%0.02%Q4 2019Q1 20216
OXFORD ASSET MANAGEMENT LLP 220.01%0.04%0.13%Q1 2017Q3 20196
1st Global Advisors, Inc. 660.02%0.03%0.04%Q1 2016Q2 20176
Virtus Investment Advisers, Inc. 510.05%0.09%0.22%Q3 2016Q3 20226
MARIETTA INVESTMENT PARTNERS LLC 660.25%0.36%0.53%Q2 2019Q3 20206
Alaska Permanent Fund Corp 420.00%0.08%0.11%Q1 2022Q3 20236
BANQUE PICTET & CIE SA 660.01%0.01%0.02%Q4 2021Q1 20236
LNZ Capital LP 211.47%6.78%15.44%Q3 2016Q3 20216
Schubert & Co 660.00%0.00%0.01%Q4 2021Q1 20236
Coann Capital LLC 416.29%9.18%14.30%Q4 2020Q4 20226
Snowden Capital Advisors LLC 310.00%0.00%0.01%Q2 2019Q3 20236
PARADIGM ASSET MANAGEMENT CO LLC 220.03%0.08%0.13%Q1 2015Q1 20206
O'Shares Investment Advisers, LLC 660.18%0.21%0.24%Q4 2018Q1 20206
HRT FINANCIAL LP 210.01%0.06%0.14%Q1 2020Q3 20226
Zimmer Partners, LP 210.01%0.17%0.40%Q1 2014Q2 20236
First National Advisers, LLC 660.34%0.48%0.62%Q2 2022Q3 20236
Czech National Bank 660.08%0.10%0.12%Q3 2022Q4 20236
HHG & Company, LLC 660.51%0.62%0.75%Q4 2014Q1 20166
Capital Investment Advisory Services, LLC 420.01%0.03%0.05%Q4 2018Q2 20226
V2 Capital, LLC 662.01%2.69%3.14%Q4 2013Q1 20156
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Centenus Global Management, LP 510.62%2.19%3.69%Q4 2017Q4 20196
Anchor Investment Management, LLC 660.00%0.00%0.00%Q3 2022Q4 20236
McIlrath & Eck, LLC 660.01%0.01%0.02%Q2 2022Q3 20236
Industrial Alliance Investment Management Inc. 660.04%0.06%0.08%Q4 2021Q1 20236
Syntal Capital Partners, LLC 660.04%0.07%0.12%Q2 2014Q3 20156
Neo Ivy Capital Management 310.12%0.30%0.63%Q2 2021Q2 20236
FOUNDERS FINANCIAL SECURITIES LLC 660.17%0.20%0.22%Q4 2017Q1 20196
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 310.00%0.01%0.03%Q1 2017Q1 20236
Harvest Fund Management Co., Ltd 510.00%0.02%0.04%Q3 2020Q3 20236
EVERGREEN CAPITAL MANAGEMENT LLC 420.01%0.20%0.32%Q1 2021Q3 20236
Financial Avengers, Inc. 660.00%0.00%0.01%Q4 2020Q1 20226
Procyon Advisors, LLC 330.01%0.06%0.11%Q4 2019Q3 20236
Seven Springs Wealth Group, LLC 510.00%0.20%0.25%Q4 2020Q2 20226
Lloyds Banking Group plc 660.01%0.13%0.18%Q2 2013Q3 20146
Clearview Wealth Advisors LLC 660.01%0.01%0.01%Q4 2020Q1 20226
ADVOCATE GROUP LLC 660.18%0.21%0.22%Q2 2022Q3 20236
N.E.W. Advisory Services LLC 420.04%0.04%0.05%Q3 2021Q1 20236
Quantum Financial Advisors, LLC 660.08%0.11%0.14%Q2 2022Q3 20236
Blue Trust, Inc. 660.00%0.00%0.01%Q2 2022Q3 20236
Aptus Capital Advisors, LLC 510.01%0.04%0.17%Q4 2019Q3 20236
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC 660.01%0.03%0.05%Q2 2013Q3 20146
Soltis Investment Advisors LLC 660.04%0.05%0.05%Q2 2021Q3 20226
B. Riley Wealth Management, Inc. 660.01%0.01%0.01%Q1 2014Q2 20156
Santa Fe Partners LLC 330.18%0.31%0.45%Q2 2013Q2 20156
THOMPSON DAVIS & CO., INC. 660.00%0.00%0.00%Q2 2016Q3 20176
Tortoise Investment Management, LLC 660.00%0.00%0.00%Q2 2022Q3 20236
BAINCO INTERNATIONAL INVESTORS 660.80%0.91%1.05%Q3 2019Q4 20206
SEI TRUST CO 660.00%0.01%0.01%Q2 2013Q3 20146
JSF Financial, LLC 660.18%0.21%0.25%Q1 2022Q2 20236
Ferris Capital, LLC 510.00%0.00%0.01%Q2 2017Q1 20196
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
Stifel Trust Company, N.A. 660.02%0.02%0.02%Q2 2013Q3 20146
Retirement Group, LLC 310.00%0.00%0.01%Q4 2019Q2 20226
DUALITY ADVISERS, LP 420.19%0.51%0.78%Q3 2020Q1 20226
Quad-Cities Investment Group, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Arkadios Wealth Advisors 420.00%0.00%0.00%Q4 2019Q3 20216
ROCKLAND TRUST CO 420.01%0.02%0.03%Q3 2020Q1 20226
CORBETT ROAD CAPITAL MANAGEMENT, LLC 510.22%0.31%0.50%Q4 2019Q2 20226
MEITAV INVESTMENT HOUSE LTD 310.02%0.03%0.05%Q1 2018Q4 20196
Cedar Mountain Advisors, LLC 660.00%0.00%0.00%Q3 2021Q4 20226
VisionPoint Advisory Group, LLC 660.11%0.64%1.18%Q4 2018Q1 20206
Vigilant Capital Management, LLC 410.00%0.00%0.00%Q4 2015Q2 20186
NFJ INVESTMENT GROUP, LLC 510.31%0.53%1.03%Q1 2021Q3 20236
WealthPLAN Partners, LLC 510.00%0.08%0.10%Q1 2018Q2 20236
Itau Unibanco Holding S.A. 210.00%0.01%0.03%Q1 2017Q2 20236
INTECH INVESTMENT MANAGEMENT LLC 660.03%0.16%0.57%Q2 2022Q3 20236
DUBUQUE BANK & TRUST CO 510.00%0.01%0.03%Q1 2018Q1 20236
TOMPKINS FINANCIAL CORP 410.00%0.00%0.01%Q1 2017Q4 20195
Keel Point, LLC 320.03%0.03%0.04%Q1 2022Q2 20235
Stanley-Laman Group, Ltd. 320.04%0.07%0.16%Q3 2015Q3 20225
Walleye Capital LLC 110.00%0.04%0.10%Q4 2021Q3 20235
Timber Hill LLC 210.00%0.06%0.28%Q4 2013Q4 20175
Nelson Capital Management, LLC 550.01%0.01%0.03%Q3 2018Q3 20195
Colonial Trust Advisors 550.01%0.01%0.01%Q3 2022Q3 20235
Tandem Investment Advisors, Inc. 550.02%0.03%0.05%Q4 2020Q4 20215
Johnson Financial Group, LLC 550.18%0.20%0.24%Q1 2017Q1 20185
Global Wealth Strategies & Associates 550.01%0.01%0.01%Q4 2022Q4 20235
Machina Capital S.A.S. 320.09%0.45%0.80%Q4 2018Q1 20225
Van Hulzen Asset Management, LLC 550.09%0.19%0.26%Q3 2022Q3 20235
WestEnd Advisors, LLC 410.00%0.00%0.00%Q2 2022Q3 20235
Beech Hill Advisors, Inc. 550.19%0.24%0.29%Q2 2013Q2 20145
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Black Swift Group, LLC 550.01%0.01%0.02%Q1 2019Q1 20205
NWAM LLC 310.02%0.02%0.02%Q4 2020Q2 20235
Park Avenue Institutional Advisers LLC 550.09%0.11%0.12%Q2 2015Q2 20165
JUPITER ASSET MANAGEMENT LTD 320.01%0.28%0.72%Q2 2022Q3 20235
Sullivan, Bruyette, Speros & Blaney, LLC 550.01%0.02%0.02%Q1 2019Q1 20205
ADVISOR PARTNERS II, LLC 550.05%0.08%0.11%Q3 2022Q3 20235
Pensionfund DSM Netherlands 550.00%0.37%0.51%Q4 2015Q4 20165
Apriem Advisors 550.04%0.05%0.06%Q2 2013Q2 20145
Pendal Group Ltd 410.00%0.00%0.01%Q2 2017Q3 20225
NORTHWEST WEALTH MANAGEMENT, LLC 550.04%0.07%0.08%Q1 2018Q1 20195
FOX RUN MANAGEMENT, L.L.C. 210.11%0.15%0.20%Q4 2016Q4 20225
Kaizen Advisory, LLC 550.01%0.03%0.04%Q4 2017Q4 20185
SCHMIDT P J INVESTMENT MANAGEMENT INC 550.10%0.40%0.66%Q3 2022Q3 20235
Horizon Investment Services, LLC 320.14%0.27%0.39%Q2 2019Q2 20235
CHICAGO EQUITY PARTNERS LLC 550.03%0.07%0.10%Q1 2019Q1 20205
Golden State Wealth Management, LLC 310.01%0.03%0.05%Q1 2019Q3 20205
Alpine Global Management, LLC 210.01%0.07%0.15%Q4 2014Q2 20205
GoalVest Advisory LLC 320.00%0.21%0.41%Q1 2021Q3 20225
Oak Thistle LLC 320.15%0.46%0.60%Q4 2021Q2 20235
Osborn Williams & Donohoe LLC 550.02%0.02%0.03%Q1 2019Q1 20205
MARINER INDEPENDENT ADVISOR NETWORK, LLC 550.04%0.06%0.07%Q4 2019Q4 20205
TWINBEECH CAPITAL LP 410.14%0.37%0.74%Q2 2021Q2 20235
MUFG Securities EMEA plc 210.00%0.03%0.08%Q2 2018Q3 20215
FIRST HORIZON CORP 410.03%0.03%0.04%Q2 2013Q2 20215
Princeton Alpha Management LP 310.05%0.14%0.27%Q4 2014Q3 20165
Regency Capital Management Inc.\DE 550.54%0.98%1.74%Q4 2021Q4 20225
BLB&B Advisors, LLC 550.02%0.02%0.03%Q3 2019Q3 20205
BRIDGEWAY CAPITAL MANAGEMENT, LLC 320.03%0.25%0.55%Q2 2013Q3 20165
Castleton Investment Management LLC 323.20%6.15%7.92%Q3 2016Q1 20195
ALETHEA CAPITAL MANAGEMENT, LLC 210.27%1.19%2.99%Q3 2017Q3 20235
Alta Advisers Ltd 550.05%0.06%0.06%Q3 2022Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.02%0.03%0.04%Q4 2016Q4 20175
Cinctive Capital Management LP 310.21%0.30%0.49%Q4 2020Q2 20235
SPIRIT OF AMERICA MANAGEMENT CORP/NY 320.02%0.05%0.09%Q1 2015Q3 20235
Aevitas Wealth Management, Inc. 550.00%0.00%0.00%Q1 2018Q1 20195
MAPLE SECURITIES USA INC 410.02%0.15%0.44%Q2 2013Q3 20145
PEAK FINANCIAL ADVISORS LLC 551.64%1.82%2.07%Q2 2022Q2 20235
BTC Capital Management, Inc. 550.54%0.56%0.58%Q3 2022Q3 20235
SWARTHMORE GROUP INC 210.32%0.43%0.57%Q3 2019Q1 20215
Zullo Investment Group, Inc. 550.00%0.01%0.01%Q4 2021Q4 20225
Tradewinds, LLC. 320.14%0.17%0.20%Q2 2022Q3 20235
ROMANO BROTHERS AND COMPANY 550.05%0.07%0.08%Q3 2022Q3 20235
Graham Capital Management, L.P. 210.01%0.03%0.04%Q1 2022Q3 20235
OMERS ADMINISTRATION Corp 550.02%0.07%0.10%Q2 2017Q2 20185
Red Tortoise LLC 410.00%0.00%0.01%Q3 2021Q3 20235
Virtus Fund Advisers, LLC 320.00%0.16%0.41%Q2 2014Q4 20175
AlphaStar Capital Management, LLC 550.03%0.04%0.05%Q2 2022Q2 20235
Bradley & Co. Private Wealth Management, LLC 550.00%0.00%0.00%Q2 2022Q2 20235
Human Investing LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Scissortail Wealth Management, LLC 310.13%0.26%0.60%Q1 2022Q3 20235
FOUNDERS BANK & TRUST 550.18%0.22%0.24%Q4 2013Q4 20145
Colonial Trust Co / SC 550.03%0.04%0.05%Q3 2022Q3 20235
Lavaca Capital LLC 550.18%0.19%0.19%Q4 2018Q4 20195
BEACON FINANCIAL GROUP 550.07%0.42%0.66%Q4 2013Q4 20145
Destiny Wealth Partners, LLC 320.01%0.04%0.06%Q4 2020Q3 20225
OCCUDO QUANTITATIVE STRATEGIES LP 310.04%0.29%0.80%Q4 2021Q3 20235
ASB Consultores, LLC 550.10%0.15%0.18%Q4 2021Q4 20225
Armbruster Capital Management, Inc. 550.01%0.02%0.02%Q4 2015Q4 20165
Allegis Investment Advisors, LLC 410.03%0.11%0.17%Q4 2015Q1 20185
Ergoteles LLC 210.01%0.30%1.00%Q1 2021Q1 20235
SELDON CAPITAL LP 550.01%0.01%0.01%Q4 2021Q4 20225
VALLEY WEALTH MANAGERS, INC. 550.00%0.00%0.00%Q2 2022Q2 20235
Stack Financial Management, Inc 550.97%1.23%1.50%Q3 2018Q3 20195
BHF Kleinwort Benson Group S.A. 310.01%0.02%0.03%Q2 2014Q1 20165
AIA Investment Management Private Ltd 550.03%0.04%0.05%Q3 2019Q3 20205
DRIEHAUS CAPITAL MANAGEMENT LLC 410.02%0.05%0.10%Q1 2016Q3 20185
Wilmington Funds Management Corp 550.02%0.03%0.04%Q2 2013Q2 20145
LPWM LLC 410.13%0.17%0.21%Q4 2019Q4 20215
PHYSICIANS FINANCIAL SERVICES, INC. 550.00%0.00%0.00%Q4 2015Q4 20165
Gibson Wealth Advisors LLC 550.02%0.09%0.11%Q4 2021Q4 20225
55I, LLC 310.01%0.01%0.02%Q3 2020Q3 20225
Clearstead Trust, LLC 550.00%0.00%0.01%Q3 2022Q3 20235
Foundations Investment Advisors, LLC 550.02%0.03%0.04%Q3 2022Q3 20235
FORVIS Wealth Advisors, LLC 210.01%0.03%0.03%Q1 2016Q3 20235
FFT WEALTH MANAGEMENT LLC 410.02%0.03%0.03%Q2 2021Q2 20235
Pine River Capital Management L.P. 410.01%0.02%0.04%Q2 2014Q1 20165
Intrua Financial, LLC 310.04%0.21%0.31%Q2 2020Q1 20224
Sterling Financial Planning, Inc. 440.03%0.04%0.05%Q4 2020Q3 20214
Corient Private Wealth LLC 440.04%0.06%0.08%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.01%Q4 2022Q3 20234
IronBridge Private Wealth, LLC 440.00%0.00%0.00%Q1 2021Q4 20214
Curi Wealth Management, LLC 310.00%0.00%0.00%Q4 2020Q2 20224
EisnerAmper Wealth Management Corporate Benefits, LLC 440.45%0.50%0.53%Q4 2014Q3 20154
SAC Capital Advisors LP 440.00%0.00%0.01%Q2 2013Q1 20144
Ledge Wealth Management, Inc. 220.10%0.11%0.14%Q1 2022Q1 20234
Cyrus J. Lawrence, LLC 440.01%0.03%0.04%Q1 2022Q4 20224
Householder Group Estate & Retirement Specialist, LLC 310.02%0.05%0.11%Q3 2022Q3 20234
Harel Insurance Investments & Financial Services Ltd. 210.00%0.00%0.00%Q2 2018Q1 20204
Grove Bank & Trust 440.00%0.00%0.02%Q4 2022Q3 20234
T. Rowe Price Investment Management, Inc. 440.44%0.68%0.87%Q4 2022Q3 20234
Regal Wealth Group, Inc. 440.01%0.01%0.01%Q2 2020Q1 20214
CoreCap Advisors, LLC 310.01%0.03%0.04%Q4 2021Q4 20224
Dynamic Capital Management Ltd 310.12%0.20%0.28%Q2 2013Q4 20154
Baker Avenue Asset Management, LP 440.00%0.00%0.01%Q4 2022Q3 20234
Steward Financial Group LLC 210.00%0.00%0.00%Q2 2022Q3 20234
LOCKERMAN FINANCIAL GROUP, INC. 440.56%0.63%0.72%Q4 2021Q3 20224
Enhancing Capital LLC 441.14%1.20%1.31%Q4 2021Q3 20224
Hutchin Hill Capital, LP 440.01%0.04%0.08%Q1 2017Q4 20174
Krilogy Financial LLC 310.03%0.03%0.03%Q3 2017Q3 20184
CHARTWELL INVESTMENT PARTNERS/PA 440.04%0.05%0.06%Q2 2013Q1 20144
BlueCrest Capital Management Ltd 210.01%0.17%0.53%Q2 2016Q2 20184
JOYN Advisors, Inc. 440.00%0.00%0.01%Q1 2018Q4 20184
LAKE STREET ADVISORS GROUP, LLC 440.02%0.02%0.02%Q3 2020Q2 20214
Morningstar Investment Services LLC 440.47%0.53%0.56%Q4 2013Q3 20144
KORNITZER CAPITAL MANAGEMENT INC /KS 440.01%0.01%0.01%Q4 2015Q3 20164
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
abrdn Investment Management Ltd 310.00%0.00%0.00%Q2 2013Q4 20144
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 440.32%0.37%0.42%Q2 2013Q1 20144
Luken Investment Analytics, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Busey Bank 440.01%0.01%0.01%Q4 2021Q3 20224
Meritage Group LP 440.01%0.01%0.01%Q4 2022Q3 20234
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.00%0.00%Q1 2018Q4 20214
Ellenbecker Investment Group 310.06%0.06%0.06%Q4 2021Q4 20224
Clark Capital Management Group, Inc. 440.00%0.00%0.01%Q1 2019Q4 20194
Exchange Capital Management, Inc. 440.00%0.00%0.01%Q2 2016Q1 20174
Avitas Wealth Management LLC 440.42%0.48%0.57%Q4 2022Q3 20234
GREAT LAKES ADVISORS, LLC 310.01%0.37%0.53%Q2 2016Q3 20234
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 440.00%0.00%0.00%Q3 2018Q2 20194
Jupiter Investment Management Ltd 210.03%0.16%0.41%Q3 2013Q1 20184
Somerset Trust Co 310.00%0.01%0.02%Q1 2017Q1 20194
Elkhorn Investments, LLC 440.89%0.95%0.99%Q1 2017Q4 20174
Surevest, LLC 440.01%0.02%0.02%Q4 2021Q3 20224
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
Integris Wealth Management, LLC 440.11%0.14%0.17%Q4 2022Q3 20234
Next Capital Management LLC 310.02%0.07%0.18%Q1 2019Q1 20204
F&C Asset Management plc 440.01%0.01%0.01%Q2 2013Q1 20144
Bell Rock Capital LLC 440.01%0.01%0.01%Q1 2018Q4 20184
1832 Asset Management L.P. 210.00%0.12%0.27%Q3 2016Q3 20224
MQS Management LLC 220.25%0.33%0.41%Q4 2021Q2 20234
ORRSTOWN FINANCIAL SERVICES INC 440.00%0.00%0.00%Q3 2017Q2 20184
Quantitative Systematic Strategies LLC 210.06%0.26%0.62%Q2 2017Q4 20204
Copperwynd Financial, LLC 440.89%0.95%1.00%Q1 2019Q4 20194
USCA RIA LLC 210.12%0.24%0.29%Q1 2016Q1 20204
Kore Private Wealth LLC 310.02%0.02%0.03%Q1 2019Q2 20204
Magnetar Financial LLC 210.01%0.03%0.07%Q4 2017Q2 20234
Fulcrum Asset Management LLP 440.20%0.26%0.36%Q1 2021Q4 20214
Personal Wealth Partners 310.03%0.04%0.04%Q2 2019Q2 20214
Hoover Financial Advisors, Inc. 310.01%0.01%0.02%Q2 2020Q2 20214
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 310.00%0.00%0.00%Q4 2021Q3 20234
ELLINGTON MANAGEMENT GROUP LLC 210.04%0.10%0.14%Q4 2016Q2 20194
Wilmington Trust Investment Management, LLC 440.05%0.06%0.07%Q2 2013Q1 20144
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.03%0.04%0.04%Q4 2022Q3 20234
FINANCIAL COUNSELORS INC 220.01%0.01%0.01%Q1 2016Q1 20174
LIBERTY WEALTH MANAGEMENT LLC 310.00%0.01%0.01%Q4 2019Q1 20214
CCG WEALTH MANAGEMENT, LLC 440.16%0.21%0.26%Q4 2022Q3 20234
TLP GROUP LLC 220.00%0.05%0.13%Q2 2016Q4 20174
Realta Investment Advisors 440.00%0.01%0.01%Q1 2019Q4 20194
KMS FINANCIAL SERVICES, INC 440.06%0.07%0.07%Q4 2013Q3 20144
tru Independence LLC 310.00%0.00%0.00%Q4 2019Q4 20204
Yorktown Management & Research Co Inc 440.08%0.13%0.21%Q2 2019Q1 20204
Gyon Technologies Capital Management, LP 220.07%0.11%0.20%Q4 2020Q2 20224
Meeder Advisory Services, Inc. 440.05%0.06%0.08%Q4 2022Q3 20234
Numeric Investors LLC 310.00%0.01%0.01%Q2 2013Q4 20164
NORTHPOINTE CAPITAL LLC 440.43%0.51%0.60%Q1 2016Q4 20164
Crescent Capital Consulting, LLC 440.01%0.01%0.01%Q1 2021Q4 20214
Resolute Advisors LLC 440.00%0.00%0.00%Q4 2020Q3 20214
XML Financial, LLC 440.02%0.04%0.06%Q2 2022Q1 20234
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 440.08%0.09%0.11%Q2 2020Q1 20214
Advocacy Wealth Management Services, LLC 440.00%0.00%0.01%Q4 2016Q3 20174
Schooner Investment Group, LLC. 310.12%0.17%0.25%Q3 2013Q3 20154
Summit Trail Advisors, LLC 110.01%0.01%0.03%Q4 2017Q3 20234
Commonwealth Financial Services, LLC 440.01%0.01%0.01%Q2 2016Q1 20174
Waverly Advisors, LLC 440.00%0.00%0.01%Q4 2013Q3 20144
Wealth Quarterback LLC 220.05%0.06%0.07%Q4 2019Q3 20214
Valmark Advisers, Inc. 310.00%0.01%0.01%Q4 2020Q1 20224
MIRABELLA FINANCIAL SERVICES LLP 220.04%0.11%0.28%Q2 2021Q3 20234
Archer Investment Corp 440.01%0.01%0.01%Q4 2022Q3 20234
Aquatic Capital Management LLC 210.08%0.24%0.49%Q1 2022Q2 20234
Total Clarity Wealth Management, Inc. 210.01%0.02%0.04%Q4 2019Q2 20224
Investment Management Corp of Ontario 440.02%0.02%0.02%Q4 2022Q3 20234
Arlington Partners LLC 310.00%0.02%0.05%Q4 2021Q3 20234
STEEL GROVE CAPITAL ADVISORS, LLC 440.06%0.08%0.14%Q1 2018Q4 20184
Atlas Private Wealth Advisors 440.01%0.01%0.01%Q2 2020Q1 20214
Fortis Group Advisors, LLC 310.06%0.09%0.14%Q3 2020Q3 20234
Slocum, Gordon & Co LLP 440.03%0.03%0.04%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.02%0.03%0.05%Q4 2022Q3 20234
Aspen Wealth Strategies, LLC 440.33%0.37%0.42%Q4 2022Q3 20234
Tilt Investment Management Holdings, PBC 441.50%1.74%2.16%Q4 2022Q3 20234
LBP AM SA 440.04%0.06%0.07%Q4 2022Q3 20234
Gateway Wealth Partners, LLC 440.08%0.09%0.10%Q4 2022Q3 20234
Ausbil Investment Management Ltd 442.90%3.57%4.23%Q4 2022Q3 20234
XTX Topco Ltd 210.13%0.16%0.20%Q4 2021Q2 20234
B. Metzler seel. Sohn & Co. Holding AG 440.01%0.01%0.02%Q4 2020Q3 20214
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Park Place Capital Corp 440.03%0.03%0.05%Q4 2022Q3 20234
44 WEALTH MANAGEMENT LLC 221.83%2.14%2.41%Q2 2022Q2 20234
Tanglewood Legacy Advisors, LLC 440.01%0.02%0.02%Q4 2022Q3 20234
KETTLE HILL CAPITAL MANAGEMENT, LLC 210.07%0.47%1.15%Q4 2020Q1 20234
SHERBROOKE PARK ADVISERS LLC 440.07%0.61%1.70%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.12%0.15%0.21%Q4 2022Q3 20234
STF Management LP 440.23%0.29%0.37%Q4 2022Q3 20234
Great Waters Wealth Management 440.26%0.32%0.37%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.01%0.01%0.01%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Laurel Wealth Planning LLC 440.04%0.05%0.05%Q1 2022Q4 20224
FourThought Financial Partners, LLC 440.14%0.19%0.23%Q4 2022Q3 20234
Fiduciary Alliance LLC 440.08%0.11%0.14%Q4 2022Q3 20234
MENTA CAPITAL LLC 210.08%0.26%0.38%Q1 2018Q4 20183
RS INVESTMENT MANAGEMENT CO LLC 330.05%0.12%0.16%Q4 2015Q2 20163
AXS Investments LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Blackstart Capital LP 215.91%6.06%6.24%Q1 2017Q1 20193
Executive Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
MAVERICK CAPITAL LTD 210.00%0.00%0.01%Q1 2020Q1 20213
TFO Wealth Partners, LLC 110.00%0.00%0.01%Q1 2020Q3 20233
AMICA MUTUAL INSURANCE CO 210.10%0.10%0.11%Q4 2015Q1 20173
AMICA PENSION FUND BOARD OF TRUSTEES 210.10%0.10%0.11%Q4 2015Q1 20173
Crabel Capital Management, LLC 210.19%0.23%0.27%Q1 2019Q4 20193
Integrated Wealth Concepts LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Three Peaks Capital Management, LLC 331.31%1.46%1.53%Q4 2018Q2 20193
Strategic Wealth Investment Group, LLC 210.04%0.05%0.06%Q2 2022Q1 20233
Alpha Family Trust 330.23%0.29%0.35%Q4 2022Q2 20233
CWS Financial Advisors, LLC 330.17%0.18%0.18%Q4 2019Q2 20203
Pinnacle Summer Investments, Inc. 330.01%0.02%0.02%Q2 2013Q4 20133
MGO ONE SEVEN LLC 210.00%0.00%0.00%Q4 2017Q4 20183
Amica Retiree Medical Trust 210.10%0.10%0.11%Q4 2015Q1 20173
West Oak Capital, LLC 330.01%0.01%0.01%Q2 2016Q4 20163
Activest Wealth Management 330.00%0.00%0.00%Q2 2022Q4 20223
Divergent Wealth Advisors 330.01%0.01%0.01%Q1 2018Q3 20183
MANA Advisors LLC 210.46%0.73%0.95%Q4 2017Q3 20193
Poehling Capital Management, INC. 330.07%0.11%0.15%Q4 2017Q2 20183
King Wealth Management Group 330.23%0.25%0.28%Q2 2013Q4 20133
DEERE & CO 330.05%0.05%0.06%Q1 2016Q3 20163
Alerus Investment Advisors Corp 210.03%0.04%0.04%Q4 2014Q1 20163
Ascent Group, LLC 330.03%0.05%0.07%Q2 2022Q4 20223
Lighthouse Investment Partners, LLC 330.47%1.03%1.33%Q1 2023Q3 20233
TOCQUEVILLE ASSET MANAGEMENT L.P. 330.00%0.00%0.00%Q4 2013Q2 20143
Signator Financial Services, Inc. 330.01%0.03%0.06%Q1 2013Q3 20133
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.00%0.01%Q1 2022Q4 20223
PITCAIRN CO 210.02%0.02%0.02%Q2 2022Q1 20233
Mayflower Financial Advisors, LLC 210.03%0.03%0.03%Q1 2022Q4 20223
FIRST MERCANTILE TRUST CO 330.01%0.01%0.01%Q2 2018Q4 20183
ROPES WEALTH ADVISORS LLC 210.00%0.22%0.36%Q4 2020Q2 20223
Meristem Family Wealth, LLC 330.02%0.02%0.03%Q3 2021Q1 20223
NewSquare Capital LLC 110.00%0.00%0.00%Q4 2019Q1 20233
HIGHBRIDGE CAPITAL MANAGEMENT LLC 210.04%0.11%0.24%Q2 2013Q3 20183
W.H. Cornerstone Investments Inc. 330.22%0.23%0.24%Q3 2022Q1 20233
HOLLENCREST CAPITAL MANAGEMENT 210.00%0.03%0.05%Q1 2016Q4 20223
Wealthstar Advisors, LLC 330.13%0.15%0.16%Q3 2022Q1 20233
Sowa Financial Group, Inc. 330.00%0.00%0.00%Q4 2019Q2 20203
PICTON MAHONEY ASSET MANAGEMENT 110.00%0.02%0.06%Q3 2015Q3 20223
Gryphon Financial Partners LLC 330.06%0.07%0.07%Q4 2017Q2 20183
Brookfield Public Securities Group LLC 330.08%0.98%2.31%Q3 2019Q1 20203
AEGON ASSET MANAGEMENT UK PLC 210.01%0.04%0.05%Q1 2016Q3 20183
Standard Family Office LLC 210.02%0.20%0.56%Q4 2021Q3 20223
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 330.00%0.00%0.00%Q4 2019Q2 20203
Inspire Advisors, LLC 330.07%0.08%0.08%Q4 2020Q2 20213
WELCH & FORBES LLC 330.01%0.01%0.01%Q2 2020Q4 20203
SIENA CAPITAL LLC 330.00%0.00%0.00%Q1 2022Q3 20223
Jacobi Capital Management LLC 330.00%0.00%0.01%Q1 2020Q3 20203
17 CAPITAL PARTNERS, LLC 331.45%1.61%1.72%Q1 2022Q3 20223
Pinnacle Wealth Planning Services, Inc. 210.02%0.03%0.04%Q4 2020Q1 20233
Capula Management Ltd 210.01%0.01%0.01%Q1 2021Q2 20233
MD Financial Management Inc. 330.05%0.05%0.05%Q2 2021Q4 20213
Polar Asset Management Partners Inc. 210.01%0.01%0.02%Q4 2020Q3 20213
Versor Investments LP 210.02%0.05%0.10%Q2 2019Q3 20233
Icon Wealth Partners, LLC 110.00%0.00%0.00%Q4 2017Q1 20193
Slow Capital, Inc. 210.02%0.02%0.03%Q4 2017Q3 20203
AMERICAFIRST CAPITAL MANAGEMENT, LLC 210.44%1.13%1.84%Q4 2016Q3 20173
Winton Capital Management Ltd 330.06%0.17%0.26%Q2 2013Q4 20133
Kowal Investment Group, LLC 210.05%0.06%0.07%Q3 2021Q1 20233
Strategic Investment Solutions, Inc. /IL 330.01%0.01%0.02%Q1 2023Q3 20233
Ecofin Advisors Ltd 210.23%0.61%0.90%Q1 2015Q3 20203
Empower Advisory Group, LLC 330.03%0.04%0.05%Q1 2023Q3 20233
ZRC WEALTH MANAGEMENT, LLC 330.02%0.03%0.03%Q1 2023Q3 20233
China Universal Asset Management Co., Ltd. 330.00%0.02%0.03%Q1 2023Q3 20233
Stratos Investment Management, LLC 330.06%0.06%0.06%Q1 2023Q3 20233
KEATING INVESTMENT COUNSELORS INC 330.12%0.13%0.15%Q2 2016Q4 20163
TRANSCEND CAPITAL ADVISORS, LLC 210.02%0.03%0.04%Q4 2022Q3 20233
LWM Advisory Services, LLC 330.28%0.30%0.31%Q1 2022Q3 20223
Ellevest, Inc. 210.00%0.00%0.00%Q3 2019Q2 20203
East Coast Asset Management, LLC. 330.00%0.00%0.00%Q4 2012Q2 20133
Cerebellum GP, LLC 330.00%0.10%0.20%Q2 2018Q4 20183
Y-Intercept (Hong Kong) Ltd 110.33%0.40%0.49%Q2 2021Q2 20233
Qtron Investments LLC 330.09%0.10%0.11%Q1 2023Q3 20233
OSTRUM ASSET MANAGEMENT 330.01%0.01%0.02%Q1 2023Q3 20233
Red Door Wealth Management, LLC 210.01%0.01%0.02%Q1 2020Q2 20213
ENDEX CAPITAL MANAGEMENT LLC 330.12%0.13%0.14%Q2 2013Q4 20133
Independent Portfolio Consultants, Inc. 210.00%0.03%0.06%Q1 2015Q2 20173
Sante Capital Fund, LP 331.64%3.08%5.72%Q1 2022Q3 20223
Strategic Capital Group LLC 210.01%0.01%0.01%Q2 2013Q1 20143
Gladstone Institutional Advisory LLC 330.02%0.04%0.07%Q1 2021Q3 20213
Zebra Capital Management LLC 330.20%0.44%0.56%Q1 2014Q3 20143
Vista Private Wealth Partners. LLC 210.09%0.18%0.24%Q3 2017Q3 20193
CCLA Investment Management 330.63%0.76%0.86%Q2 2020Q4 20203
CHURCHILL MANAGEMENT Corp 210.03%0.13%0.19%Q2 2013Q2 20163
Neuberger Berman Canada ULC 210.05%0.11%0.21%Q4 2013Q1 20173
Gallagher Fiduciary Advisors, LLC 330.07%0.07%0.08%Q1 2023Q3 20233
Heritage Wealth Advisors 330.00%0.00%0.00%Q4 2020Q2 20213
OLD MISSION CAPITAL LLC 110.00%0.05%0.10%Q1 2020Q1 20233
Dougherty Wealth Advisers LLC 110.00%0.06%0.09%Q4 2018Q3 20223
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 330.00%0.00%0.00%Q3 2018Q1 20193
ST GERMAIN D J CO INC 330.01%0.01%0.01%Q2 2023Q4 20233
CALDWELL SUTTER CAPITAL, INC. 330.03%0.04%0.04%Q1 2023Q3 20233
Avion Wealth 330.00%0.00%0.00%Q1 2023Q3 20233
Yaupon Capital Management LP 110.98%1.36%1.83%Q1 2022Q2 20233
BESSEMER SECURITIES LLC 330.67%0.72%0.76%Q3 2014Q1 20153
Cornerstone Planning Group LLC 210.00%0.00%0.00%Q4 2022Q3 20233
Essex Savings Bank 330.00%0.00%0.00%Q4 2018Q2 20193
FOSTER DYKEMA CABOT & CO INC/MA 330.01%0.01%0.01%Q1 2023Q3 20233
Optiver Holding B.V. 210.00%0.00%0.00%Q2 2021Q1 20223
LifePro Asset Management 330.06%0.09%0.12%Q4 2021Q2 20223
Avalon Trust Co 330.00%0.00%0.01%Q1 2023Q3 20233
McAdam, LLC 330.04%0.04%0.04%Q1 2018Q3 20183
HHM Wealth Advisors, LLC 210.00%0.00%0.01%Q2 2022Q1 20233
GLG INC. 330.03%0.03%0.04%Q2 2013Q4 20133
WEALTHCARE CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q1 2015Q1 20213
Mount Yale Investment Advisors, LLC 330.00%0.01%0.02%Q1 2018Q3 20183
Carmel Capital Partners, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
LOEB PARTNERS CORP 330.14%0.14%0.15%Q2 2016Q4 20163
StoneX Group Inc. 210.44%0.87%1.20%Q3 2016Q2 20173
RNC CAPITAL MANAGEMENT LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Airain ltd 210.06%0.11%0.15%Q2 2013Q4 20163
Resurgent Financial Advisors LLC 330.02%0.02%0.02%Q1 2023Q3 20233
Pinkerton Retirement Specialists, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Lido Advisors, LLC 330.00%0.00%0.01%Q1 2023Q3 20233
Cognios Capital, LLC 210.25%0.63%0.84%Q2 2015Q2 20183
Axiom Investment Management LLC 330.10%0.10%0.11%Q4 2018Q2 20193
Alera Investment Advisors, LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Delphi Private Advisors LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Bellwether Investment Group, LLC 220.03%0.07%0.11%Q4 2016Q1 20172
IBEX WEALTH ADVISORS 110.03%0.03%0.03%Q2 2019Q3 20212
Elgethun Capital Management 220.03%0.04%0.04%Q2 2023Q3 20232
Laffer Tengler Investments, Inc. 220.32%0.34%0.36%Q2 2016Q3 20162
Bruderman Asset Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
STERNE AGEE GROUP, INC. 220.05%0.06%0.06%Q3 2014Q4 20142
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
LANDAAS & CO /WI /ADV 110.03%0.03%0.03%Q4 2017Q2 20182
Bowling Portfolio Management LLC 220.17%0.18%0.19%Q3 2020Q4 20202
Acrospire Investment Management LLC 220.02%0.04%0.05%Q1 2017Q2 20172
Madison Asset Management, LLC 220.00%0.00%0.01%Q2 2023Q3 20232
Dakota Wealth Management 220.06%0.06%0.06%Q2 2023Q3 20232
Financial Advisors Network, Inc. 110.05%0.06%0.07%Q4 2016Q4 20222
Covalis Capital LLP 111.69%2.61%3.54%Q3 2021Q3 20232
Bryn Mawr Capital Management, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
Donoghue Forlines LLC 110.22%0.23%0.24%Q2 2017Q4 20182
Ridgewood Investments LLC 220.00%0.00%0.00%Q1 2023Q2 20232
Karp Capital Management Corp 110.00%0.04%0.08%Q1 2017Q3 20222
Caption Management, LLC 220.01%0.01%0.01%Q4 2021Q1 20222
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 110.06%0.12%0.19%Q2 2017Q1 20232
Haafor (Singapore) Pte. Ltd. 110.49%0.64%0.80%Q4 2019Q4 20202
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Raab & Moskowitz Asset Management LLC 110.01%0.01%0.01%Q3 2018Q4 20192
NEW YORK LIFE TRUST CO 220.14%0.14%0.15%Q4 2016Q1 20172
RMB Capital Management, LLC 110.01%0.01%0.02%Q2 2022Q3 20232
HighVista Strategies LLC 220.10%0.12%0.14%Q1 2018Q2 20182
Bridgefront Capital, LLC 220.14%0.22%0.30%Q4 2022Q1 20232
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 220.20%0.20%0.20%Q2 2017Q3 20172
BANK OF NOVA SCOTIA TRUST CO 110.01%0.01%0.01%Q3 2015Q3 20172
Geneva Advisors, LLC 220.00%0.00%0.01%Q2 2015Q3 20152
Private Ocean, LLC 220.01%0.01%0.01%Q3 2019Q4 20192
Soros Fund Management 110.04%0.09%0.13%Q1 2018Q1 20202
Burleson & Company, LLC 220.01%0.01%0.01%Q3 2022Q4 20222
Empowered Funds, LLC 220.01%0.02%0.04%Q2 2023Q3 20232
Beacon Pointe Wealth Advisors, LLC 220.05%0.06%0.07%Q3 2019Q4 20192
MEMBERS CAPITAL ADVISORS INC 221.39%1.50%1.60%Q3 2020Q4 20202
Vectors Research Management, LLC 220.01%0.01%0.01%Q3 2020Q4 20202
VIKING FUND MANAGEMENT LLC 220.39%0.79%1.19%Q1 2020Q2 20202
Principal Street Partners, LLC 220.14%0.17%0.20%Q3 2019Q4 20192
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q1 2018Q2 20232
BALDWIN BROTHERS LLC/MA 220.00%0.00%0.00%Q3 2016Q4 20162
Thor Advisors, LLC 110.22%0.31%0.39%Q1 2019Q3 20192
PRW Wealth Management LLC 220.00%0.00%0.00%Q4 2018Q1 20192
STIFEL NICOLAUS & CO INC \MO\ 220.01%0.01%0.01%Q2 2013Q3 20132
WEST BANCORPORATION INC 220.02%0.04%0.06%Q4 2019Q1 20202
Summit Financial, LLC 220.02%0.03%0.03%Q2 2023Q3 20232
9258 Wealth Management, LLC 220.05%0.05%0.05%Q1 2022Q2 20222
RELIANCE TRUST CO OF DELAWARE 220.02%0.02%0.03%Q1 2016Q2 20162
ERTS Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
GYL FINANCIAL SYNERGIES, LLC 220.11%0.11%0.11%Q2 2023Q3 20232
Hirtle Callaghan & Co LLC 220.19%0.20%0.20%Q3 2022Q4 20222
BRIGHTON JONES LLC 220.01%0.01%0.01%Q4 2022Q1 20232
W.G. Shaheen & Associates DBA Whitney & Co 220.00%0.00%0.00%Q1 2018Q2 20182
Charles Schwab Trust Co 220.04%0.06%0.09%Q1 2021Q2 20212
Advisory Alpha, LLC 110.00%0.00%0.00%Q3 2019Q3 20202
Beck Bode, LLC 222.21%2.22%2.24%Q2 2022Q3 20222
SOLARIS ASSET MANAGEMENT LLC 220.01%0.01%0.01%Q2 2017Q3 20172
Blueprint Investment Partners LLC 220.05%0.08%0.11%Q4 2021Q1 20222
VERUS CAPITAL PARTNERS, LLC 220.02%0.02%0.02%Q4 2019Q1 20202
Pacifica Partners Inc. 220.00%0.00%0.00%Q4 2019Q1 20202
KOCH INDUSTRIES INC 220.06%0.08%0.10%Q4 2017Q1 20182
Headlands Technologies LLC 110.17%0.58%0.99%Q4 2022Q3 20232
Great Lakes Retirement, Inc. 220.11%0.12%0.12%Q4 2019Q1 20202
Key FInancial Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Future Financial Wealth Managment LLC 220.02%0.02%0.02%Q4 2021Q1 20222
RMR Wealth Builders 220.02%0.03%0.04%Q4 2020Q1 20212
Friedberg Investment Management 220.80%0.84%0.89%Q2 2013Q3 20132
Davis Capital Management 220.06%0.06%0.07%Q1 2020Q2 20202
Vise Technologies, Inc. 220.07%0.08%0.09%Q4 2022Q1 20232
Stevard, LLC 220.12%0.13%0.14%Q2 2020Q3 20202
INCEPTIONR LLC 220.36%0.41%0.46%Q1 2023Q2 20232
Rockbridge Investment Management, LCC 220.00%0.00%0.00%Q4 2020Q1 20212
IAG Wealth Partners, LLC 110.00%0.01%0.02%Q2 2022Q3 20232
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
Carnick & Kubik, LLC 110.00%0.00%0.00%Q3 2015Q1 20162
Baltimore-Washington Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2013Q2 20142
BRYN MAWR CAPITAL MANAGEMENT INC 110.05%0.06%0.08%Q2 2013Q4 20142
InterOcean Capital Group, LLC 220.01%0.01%0.01%Q2 2023Q3 20232
TCG Advisory Services, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Litman Gregory Wealth Management LLC 220.00%0.00%0.00%Q2 2019Q3 20192
ShoreHaven Wealth Partners, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Golden State Equity Partners 220.06%0.09%0.12%Q1 2023Q2 20232
Madison Scottsdale, LC 220.08%0.08%0.09%Q2 2013Q3 20132
CFS Investment Advisory Services, LLC 110.00%0.00%0.00%Q1 2022Q3 20222
True Link Financial Advisors, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Continuum Advisory, LLC 220.21%0.21%0.21%Q3 2017Q4 20172
Rollins Financial 220.06%0.07%0.07%Q1 2022Q2 20222
Bank Julius Baer & Co. Ltd, Zurich 220.00%0.00%0.00%Q2 2020Q3 20202
Benedetti & Gucer, Inc. 220.16%0.17%0.19%Q1 2023Q2 20232
Paradigm, Strategies in Wealth Management, LLC 220.10%0.10%0.10%Q1 2021Q2 20212
Madden Advisory Services, Inc. 220.01%0.01%0.01%Q2 2014Q3 20142
Heartland Bank & Trust Co 220.19%0.24%0.29%Q4 2020Q1 20212
Herold Advisors, Inc. 110.00%0.01%0.02%Q3 2021Q1 20222
MBB PUBLIC MARKETS I LLC 110.01%0.02%0.02%Q4 2021Q3 20232
STUDIO INVESTMENT MANAGEMENT LLC 220.06%0.06%0.06%Q2 2022Q3 20222
HL FINANCIAL SERVICES LLC 220.00%0.01%0.01%Q2 2018Q3 20182
Ameritas Advisory Services, LLC 110.01%0.01%0.02%Q1 2023Q3 20232
Cassady Schiller Wealth Management, LLC 110.00%0.00%0.00%Q4 2021Q4 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.05%0.05%0.05%Q4 2021Q1 20222
OLIVER LAGORE VANVALIN INVESTMENT GROUP 220.00%0.12%0.24%Q2 2023Q3 20232
Convergence Investment Partners, LLC 110.01%0.15%0.30%Q4 2015Q1 20182
Tributary Capital Management, LLC 220.00%0.20%0.40%Q2 2013Q3 20132
New Jersey Better Educational Savings Trust 220.34%0.36%0.37%Q3 2020Q4 20202
Hightower 6M Holding, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
DRW Securities, LLC 110.02%0.03%0.04%Q4 2017Q3 20202
iSAM Funds (UK) Ltd 110.26%0.62%0.98%Q1 2023Q3 20232
GTS SECURITIES LLC 110.00%0.00%0.00%Q3 2023Q3 20232
Fortitude Advisory Group L.L.C. 220.00%0.00%0.00%Q4 2021Q1 20222
Astoria Portfolio Advisors LLC. 220.10%0.11%0.12%Q1 2023Q2 20232
Catalyst Wealth Management, LLC 220.58%0.64%0.70%Q4 2022Q1 20232
V-Square Quantitative Management LLC 220.06%0.09%0.12%Q2 2023Q3 20232
Leucadia National 110.00%0.01%0.01%Q2 2023Q2 20232
New Hampshire Trust 220.01%0.01%0.01%Q4 2022Q1 20232
Fidelis Capital Partners, LLC 220.10%0.12%0.13%Q1 2023Q2 20232
Compass Financial Group, INC/SD 220.07%0.07%0.08%Q4 2022Q1 20232
Quarry LP 220.00%0.01%0.01%Q4 2022Q1 20232
Milestone Investment Advisors LLC 110.00%0.00%0.00%Q1 2023Q3 20232
PANORAMIC INVESTMENT ADVISORS, LLC 110.19%0.24%0.30%Q4 2022Q3 20232
iA Global Asset Management Inc. 220.06%0.07%0.08%Q2 2023Q3 20232
Buck Wealth Strategies, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
ORG Partners LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Nemes Rush Group LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Impact Partnership Wealth, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.06%0.06%0.06%Q2 2023Q3 20232
UNION SAVINGS BANK 220.01%0.01%0.01%Q2 2023Q3 20232
LAZARI CAPITAL MANAGEMENT, INC. 220.13%0.13%0.13%Q2 2023Q3 20232
UniSuper Management Pty Ltd 220.00%0.00%0.00%Q2 2023Q3 20232
Dechtman Wealth Management, LLC 220.28%0.29%0.30%Q2 2023Q3 20232
Peoples Bank/KS 220.08%0.08%0.08%Q3 2023Q4 20232
WESTWOOD HOLDINGS GROUP INC 110.00%0.12%0.23%Q2 2013Q4 20192
Wilmington Trust, National Association 220.02%0.02%0.02%Q1 2014Q2 20142
Hudson Bay Capital Management LP 110.02%0.06%0.09%Q4 2021Q4 20222
EQUITEC PROPRIETARY MARKETS, LLC 110.00%0.01%0.01%Q4 2014Q4 20212
UBS OCONNOR LLC 110.05%0.17%0.28%Q3 2014Q3 20212
MEANS INVESTMENT CO., INC. 220.06%0.06%0.06%Q2 2020Q3 20202
FIRST CITIZENS BANCORPORATION INC 220.32%0.39%0.46%Q3 2013Q4 20132
MONEY CONCEPTS CAPITAL CORP 110.01%0.01%0.01%Q1 2022Q4 20222
Lenox Wealth Management, Inc. 220.00%0.00%0.00%Q1 2020Q2 20202
J.Safra Asset Management Corp 220.06%0.06%0.06%Q2 2016Q3 20162
PINNACLE ASSOCIATES LTD 220.00%0.00%0.01%Q4 2022Q1 20232
Parametrica Management Ltd 110.23%0.36%0.49%Q2 2017Q3 20182
GALAXY CAPITAL TRADING LTD 220.24%0.31%0.37%Q2 2013Q3 20132
FDO Partners, LLC 220.09%0.17%0.25%Q4 2016Q1 20172
BBVA USA 220.00%0.00%0.00%Q2 2021Q3 20212
CATAWBA CAPITAL MANAGEMENT /VA 220.05%0.06%0.06%Q2 2013Q3 20132
MIZUHO SECURITIES USA LLC 110.14%0.41%0.67%Q4 2015Q4 20182
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.04%0.04%0.04%Q2 2022Q3 20222
NAVELLIER & ASSOCIATES INC 221.49%1.51%1.54%Q3 2012Q4 20122
CORNERCAP INVESTMENT COUNSEL INC 220.53%0.54%0.54%Q4 2017Q1 20182
WESBANCO BANK INC 220.01%0.01%0.01%Q2 2023Q3 20232
AFT, FORSYTH & COMPANY, INC. 220.01%0.01%0.01%Q2 2013Q3 20132
SALEM INVESTMENT COUNSELORS INC 110.00%0.00%0.00%Q4 2020Q4 20222
Clear Harbor Asset Management, LLC 110.00%0.00%0.00%Q4 2019Q3 20202
Spot Trading L.L.C 110.00%0.00%0.00%Q3 2015Q3 20152
LOMBARDIA CAPITAL PARTNERS LLC 220.01%0.02%0.02%Q1 2016Q2 20162
DFPG INVESTMENTS, LLC 110.04%0.08%0.12%Q3 2020Q1 20232
SIR Capital Management, L.P. 220.17%0.45%0.73%Q3 2013Q4 20132
Capital Directions Investment Advisors, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
LVM CAPITAL MANAGEMENT LTD/MI 220.09%0.10%0.10%Q2 2013Q3 20132
Hoxton Financial, Inc. 110.00%0.00%0.00%Q4 2013Q1 20162
ADVISORY RESEARCH INC 110.00%0.00%0.00%Q1 2014Q3 20162
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO 220.04%0.04%0.04%Q4 2014Q1 20152
NEW ENGLAND SECURITIES CORP /MA/ 220.00%0.01%0.01%Q2 2013Q3 20132
Coastal Bridge Advisors, LLC 220.24%0.24%0.24%Q2 2023Q3 20232
Rovida Advisors Inc. 111.05%3.03%5.00%Q1 2023Q3 20232
Ausdal Financial Partners, Inc. 220.06%0.07%0.07%Q2 2018Q3 20182
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.01%Q3 2017Q1 20182
Enlightenment Research, LLC 110.50%0.51%0.52%Q1 2019Q3 20192
BRASADA CAPITAL MANAGEMENT, LP 220.17%0.19%0.21%Q3 2020Q4 20202
Emerald Acquisition Ltd. 220.15%0.15%0.15%Q2 2016Q3 20162
Opera Trading Capital 110.00%0.00%0.00%Q1 2018Q1 20181
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Astrantus Ltd 110.66%0.66%0.66%Q4 2021Q4 20211
XTX MARKETS LLC 111.23%1.23%1.23%Q2 2020Q2 20201
ENGINE NO. 1 LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Bollard Group LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Exos Asset Management LLC 110.04%0.04%0.04%Q2 2021Q2 20211
WOODSTOCK CORP 110.03%0.03%0.03%Q4 2020Q4 20201
LGT Financial Advisors LLC 110.14%0.14%0.14%Q3 2023Q3 20231
LUMINUS MANAGEMENT LLC 110.02%0.02%0.02%Q3 2013Q3 20131
HERITAGE WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2021Q1 20211
Legacy Financial Group LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Grey Fox Wealth Advisors, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Founders Financial Alliance, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
JEPPSON WEALTH MANAGEMENT, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
qPULA Trading Management LP 110.37%0.37%0.37%Q4 2020Q4 20201
West Tower Group, LLC 110.05%0.05%0.05%Q2 2023Q2 20231
WIPFLI FINANCIAL ADVISORS LLC, 110.04%0.04%0.04%Q3 2022Q3 20221
NinePointTwo Capital LLC 110.11%0.11%0.11%Q4 2022Q4 20221
Amalgamated Financial Corp. 110.08%0.08%0.08%Q1 2022Q1 20221
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Authentikos Wealth Advisory, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Daiwa Capital Markets America Inc. 110.00%0.00%0.00%Q4 2013Q4 20131
Vinva Investment Management Ltd 110.10%0.10%0.10%Q1 2023Q1 20231
25 LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Community Bank & Trust, Waco, Texas 110.11%0.11%0.11%Q4 2022Q4 20221
BNC WEALTH MANAGEMENT, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
PACES FERRY WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Bellwether Advisors, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
McCarthy Grittinger Financial Group, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PFG Investments, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
PERRITT CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q2 2023Q2 20231
PDT Partners, LLC 110.14%0.14%0.14%Q3 2014Q3 20141
PCA Investment Advisory Services Inc. 110.01%0.01%0.01%Q2 2023Q2 20231
ALLSTATE INVESTMENT MANAGEMENT CO 110.07%0.07%0.07%Q4 2022Q4 20221
BEACON INVESTMENT ADVISORY SERVICES, INC. 110.03%0.03%0.03%Q4 2018Q4 20181
EII CAPITAL MANAGEMENT, INC. 110.04%0.04%0.04%Q1 2018Q1 20181
Peak Capital Management LLC 110.02%0.02%0.02%Q2 2018Q2 20181
Johanson Financial Advisors, Inc. 110.01%0.01%0.01%Q4 2019Q4 20191
Mariner Wealth Advisors-NYC, LLC 110.00%0.00%0.00%Q1 2015Q1 20151
Capital Asset Advisory Services LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Kure Advisory, LLC 110.19%0.19%0.19%Q3 2023Q3 20231
KINGSWOOD WEALTH ADVISORS, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
FormulaFolio Investments, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
INVESCO, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Ramirez Asset Management, Inc. 110.09%0.09%0.09%Q3 2023Q3 20231
America First Investment Advisors, LLC 110.00%0.00%0.00%Q1 2016Q1 20161
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. 110.02%0.02%0.02%Q3 2023Q3 20231
Pictet Asset Management Holding SA 110.20%0.20%0.20%Q3 2023Q3 20231
SignalPoint Asset Management, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
QRG CAPITAL MANAGEMENT, INC. 110.03%0.03%0.03%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.46%0.46%0.46%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
Arlington Trust Co LLC 110.05%0.05%0.05%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
GLG Partners LP 110.03%0.03%0.03%Q4 2017Q4 20171
Annis Gardner Whiting Capital Advisors, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
QCM Cayman, Ltd. 110.85%0.85%0.85%Q3 2017Q3 20171
NEOS Investment Management LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Aaron Wealth Advisors LLC 110.02%0.02%0.02%Q1 2022Q1 20221
JASINKIEWICZ CAPITAL MANAGEMENT, LP 111.99%1.99%1.99%Q2 2013Q2 20131
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.00%0.00%0.00%Q4 2023Q4 20231
Ionic Capital Management LLC 110.86%0.86%0.86%Q4 2021Q4 20211
Edge Wealth Management LLC 110.00%0.00%0.00%Q2 2013Q2 20131
LGL PARTNERS, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Spotlight Asset Group, Inc. 110.08%0.08%0.08%Q3 2020Q3 20201
U.S. Capital Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Laurion Capital Management LP 110.01%0.01%0.01%Q1 2022Q1 20221
High Note Wealth, LLC 110.09%0.09%0.09%Q4 2022Q4 20221
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.84%0.84%0.84%Q2 2018Q2 20181
Consolidated Planning Corp 110.01%0.01%0.01%Q3 2021Q3 20211
Aventail Capital Group, LP 110.83%0.83%0.83%Q1 2023Q1 20231
MADDEN SECURITIES Corp 110.04%0.04%0.04%Q4 2022Q4 20221
Center for Financial Planning, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Beach Investment Management, LLC. 112.17%2.17%2.17%Q1 2020Q1 20201
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.02%0.02%0.02%Q3 2020Q3 20201
Regent Peak Wealth Advisors LLC 110.04%0.04%0.04%Q4 2020Q4 20201
OVERSEA-CHINESE BANKING Corp Ltd 110.02%0.02%0.02%Q2 2023Q2 20231
Jenkins Wealth 110.21%0.21%0.21%Q4 2021Q4 20211
Moser Wealth Advisors, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Summit Wealth Group, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Handelsbanken Fonder AB 110.03%0.03%0.03%Q4 2015Q4 20151
LBMC INVESTMENT ADVISORS, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Eclectica Asset Management LLP 110.95%0.95%0.95%Q2 2013Q2 20131
Ada Investment Management, LP 110.17%0.17%0.17%Q4 2015Q4 20151
PRING TURNER CAPITAL GROUP INC 110.04%0.04%0.04%Q4 2013Q4 20131
Archipel Asset Management AB 112.34%2.34%2.34%Q2 2014Q2 20141
Connacht Asset Management LP 110.30%0.30%0.30%Q3 2022Q3 20221
CONNOR CLARK & LUNN INVESTMENT MANAGEMENT LTD 110.00%0.00%0.00%Q4 2013Q4 20131
Fortis Capital Management LLC 111.97%1.97%1.97%Q2 2020Q2 20201
Investment Research & Advisory Group, Inc. 110.00%0.00%0.00%Q2 2021Q2 20211
Financial Gravity Companies, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Lion Street Advisors, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Lionsbridge Wealth Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
HAZLETT, BURT & WATSON, INC. 110.00%0.00%0.00%Q3 2023Q3 20231
Camarda Financial Advisors, LLC 110.02%0.02%0.02%Q4 2014Q4 20141
Noven Financial Group, Inc. 110.10%0.10%0.10%Q2 2019Q2 20191
National Investment Services of America, LLC 112.59%2.59%2.59%Q4 2019Q4 20191
Nexus Asset Management LLC 110.42%0.42%0.42%Q3 2014Q3 20141
FAYEZ SAROFIM & CO 110.00%0.00%0.00%Q3 2023Q3 20231
STERLING INVESTMENT ADVISORS LLC /ADV 110.22%0.22%0.22%Q2 2020Q2 20201
Graypoint LLC 110.02%0.02%0.02%Q3 2023Q3 20231
TradeLink Global Equity LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
Kalos Management, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Nebula Research & Development LLC 110.30%0.30%0.30%Q2 2023Q2 20231
CXI Advisors 110.00%0.00%0.00%Q4 2019Q4 20191
Banco BTG Pactual S.A. 111.80%1.80%1.80%Q1 2017Q1 20171
Godshalk Welsh Capital Management, Inc. 110.03%0.03%0.03%Q4 2014Q4 20141
Samson Rock Capital LLP 110.57%0.57%0.57%Q1 2021Q1 20211
Crestline Management, LP 110.18%0.18%0.18%Q3 2023Q3 20231
SPRING CREEK CAPITAL LLC 110.12%0.12%0.12%Q2 2018Q2 20181
HANSEATIC MANAGEMENT SERVICES INC 110.10%0.10%0.10%Q1 2020Q1 20201
JUMP TRADING, LLC 110.22%0.22%0.22%Q2 2020Q2 20201
Sierra Capital LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Belvedere Trading LLC 110.00%0.00%0.00%Q4 2014Q4 20141
IMPAX ASSET MANAGEMENT LLC 110.18%0.18%0.18%Q2 2013Q2 20131
Alphadyne Asset Management LP 110.02%0.02%0.02%Q3 2023Q3 20231
Jaffetilchin Investment Partners, LLC 110.13%0.13%0.13%Q1 2020Q1 20201
Redhawk Wealth Advisors, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
INTEGRAL DERIVATIVES, LLC 110.02%0.02%0.02%Q4 2016Q4 20161
Willingdon Wealth Management 110.00%0.00%0.00%Q3 2019Q3 20191
J.W. COLE ADVISORS, INC. 110.10%0.10%0.10%Q3 2020Q3 20201
Arden Trust Co 110.02%0.02%0.02%Q1 2020Q1 20201
Tuttle Capital Management, LLC 110.07%0.07%0.07%Q3 2019Q3 20191
MBE Wealth Management, LLC 110.11%0.11%0.11%Q1 2020Q1 20201
Angeles Investment Advisors, LLC 110.03%0.03%0.03%Q3 2023Q3 20231
Garda Capital Partners LP 110.03%0.03%0.03%Q1 2023Q1 20231
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
FNY Managed Accounts LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Polaris Wealth Advisory Group, LLC 110.07%0.07%0.07%Q4 2015Q4 20151
Quilter Plc 110.00%0.00%0.00%Q1 2023Q1 20231
Hayden Royal, LLC 110.30%0.30%0.30%Q4 2018Q4 20181
OPSEU Pension Plan Trust Fund 110.53%0.53%0.53%Q1 2020Q1 20201
TPH Asset Management, LLC 110.90%0.90%0.90%Q4 2013Q4 20131
BAR HARBOR TRUST SERVICES 110.00%0.00%0.00%Q2 2022Q2 20221
Well Done, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
IndexIQ Advisors LLC 110.00%0.00%0.00%Q1 2022Q1 20221
PRIVATE CAPITAL MANAGEMENT INC 110.17%0.17%0.17%Q4 2015Q4 20151
U S GLOBAL INVESTORS INC 110.02%0.02%0.02%Q3 2015Q3 20151
Boston Trust Walden Corp 110.00%0.00%0.00%Q2 2023Q2 20231
Lake Point Wealth Management 110.00%0.00%0.00%Q4 2018Q4 20181
FIRST NEW YORK SECURITIES LLC /NY 110.06%0.06%0.06%Q2 2016Q2 20161
MOORE CAPITAL MANAGEMENT, LP 110.01%0.01%0.01%Q3 2016Q3 20161
LifePlan Financial Group, Inc 110.00%0.00%0.00%Q2 2013Q2 20131
Inscription Capital, LLC 110.03%0.03%0.03%Q2 2021Q2 20211
Central Asset Investments & Management Holdings (HK) Ltd 110.17%0.17%0.17%Q4 2012Q4 20121
Strategic Blueprint, LLC 110.01%0.01%0.01%Q2 2021Q2 20211
YCG, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
CSS LLC/IL 110.01%0.01%0.01%Q2 2019Q2 20191
Weiss Asset Management LP 110.16%0.16%0.16%Q3 2023Q3 20231
Patten Group, Inc. 110.00%0.00%0.00%Q1 2017Q1 20171
COMERICA SECURITIES,INC. 110.00%0.00%0.00%Q4 2022Q4 20221
HC FINANCIAL ADVISORS INC 110.02%0.02%0.02%Q3 2020Q3 20201
Semmax Financial Advisors Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
NBC SECURITIES, INC. 110.04%0.04%0.04%Q3 2023Q3 20231
Indiana Trust & Investment Management CO 110.01%0.01%0.01%Q3 2023Q3 20231
Scoria Capital Partners LP 110.74%0.74%0.74%Q3 2017Q3 20171
FORTEM FINANCIAL GROUP, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Sompo Asset Management Co., Ltd. 110.22%0.22%0.22%Q2 2018Q2 20181
Montecito Bank & Trust 110.02%0.02%0.02%Q4 2016Q4 20161
PARK NATIONAL CORP /OH/ 110.03%0.03%0.03%Q2 2014Q2 20141
Clarfeld Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Partnervest Advisory Services LLC 110.10%0.10%0.10%Q3 2020Q3 20201
HOWARD WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Bluefin Trading, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Qsemble Capital Management, LP 110.38%0.38%0.38%Q1 2023Q1 20231
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Allred Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
FORMULA GROWTH LTD 110.48%0.48%0.48%Q1 2023Q1 20231
C M BIDWELL & ASSOCIATES LTD 110.66%0.66%0.66%Q2 2017Q2 20171
Chiron Investment Management, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
FIDUCIARY TRUST INTERNATIONAL LLC 110.00%0.00%0.00%Q4 2018Q4 20181
MARSHALL & SULLIVAN INC /WA/ 110.03%0.03%0.03%Q4 2022Q4 20221
BRANDYWINE OAK PRIVATE WEALTH LLC 110.01%0.01%0.01%Q4 2018Q4 20181
WealthOne, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Gallagher Benefit Services, Inc. 110.21%0.21%0.21%Q4 2022Q4 20221
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 110.14%0.14%0.14%Q4 2019Q4 20191
TOBAM 110.70%0.70%0.70%Q1 2016Q1 20161
AGF MANAGEMENT LTD 110.01%0.01%0.01%Q3 2023Q3 20231
Merit Investment Management, LLC 115.73%5.73%5.73%Q4 2013Q4 20131
Delpha Capital Management, LLC 110.44%0.44%0.44%Q1 2018Q1 20181
Reitz Capital Advisors LLC 110.08%0.08%0.08%Q2 2020Q2 20201
Canton Hathaway, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
GIRARD PARTNERS LTD. 110.01%0.01%0.01%Q3 2018Q3 20181
Selective Wealth Management, Inc. 110.00%0.00%0.00%Q3 2022Q3 20221
Heritage Financial Services, LLC 110.00%0.00%0.00%Q2 2022Q2 20221
FURE FINANCIAL CORP 110.00%0.00%0.00%Q3 2021Q3 20211
Jump Trading, LLC 110.13%0.13%0.13%Q1 2019Q1 20191
Spartan Planning & Wealth Management 110.45%0.45%0.45%Q1 2022Q1 20221
DECADE CAPITAL MANAGEMENT LLC 110.07%0.07%0.07%Q4 2013Q4 20131
TAP Consulting, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Essex Financial Services, Inc. 110.08%0.08%0.08%Q3 2023Q3 20231
COHEN & STEERS CAPITAL MANAGEMENT INC 110.13%0.13%0.13%Q1 2015Q1 20151
Vident Advisory, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
EA Series Trust 110.01%0.01%0.01%Q2 2023Q2 20231
Grantham, Mayo, Van Otterloo & Co. LLC 110.01%0.01%0.01%Q1 2016Q1 20161
GeoWealth Management, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Petrus Trust Company, LTA 110.06%0.06%0.06%Q1 2023Q1 20231
IRON Financial LLC 110.14%0.14%0.14%Q1 2019Q1 20191
Diversified Trust Co 110.01%0.01%0.01%Q2 2022Q2 20221
Seamans Capital Management, LLC 110.36%0.36%0.36%Q2 2013Q2 20131
Winthrop Advisory Group LLC 110.06%0.06%0.06%Q4 2020Q4 20201
Atom Investors LP 110.18%0.18%0.18%Q2 2022Q2 20221
Perkins Coie Trust Co 110.00%0.00%0.00%Q3 2023Q3 20231
Legacy Private Trust Co. 110.03%0.03%0.03%Q3 2015Q3 20151
Copper Rock Capital Partners, LLC 110.01%0.01%0.01%Q2 2014Q2 20141
LFA - Lugano Financial Advisors SA 110.01%0.01%0.01%Q2 2023Q2 20231
Pegasus Partners Ltd. 110.12%0.12%0.12%Q3 2015Q3 20151
Numerai GP LLC 110.21%0.21%0.21%Q3 2023Q3 20231
Castleview Partners, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
CALDWELL & ORKIN INC 110.40%0.40%0.40%Q1 2016Q1 20161
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
Praesidis Advisors LLC 113.92%3.92%3.92%Q3 2013Q3 20131
SOCIETE GENERALE 110.06%0.06%0.06%Q2 2016Q2 20161
Advisors Preferred, LLC 110.33%0.33%0.33%Q2 2022Q2 20221
Centerpoint Advisors, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Rossmore Private Capital 110.01%0.01%0.01%Q4 2017Q4 20171
Ostrum Asset Management U.S., LLC 110.05%0.05%0.05%Q4 2018Q4 20181
Q3 Asset Management 110.22%0.22%0.22%Q2 2022Q2 20221
CNB Bank 110.00%0.00%0.00%Q1 2022Q1 20221
AURORA FINANCIAL ADVISORS, LLC 110.18%0.18%0.18%Q4 2017Q4 20171
Providence Capital Advisors, LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Fusion Family Wealth LLC 110.01%0.01%0.01%Q4 2016Q4 20161
CAXTON ASSOCIATES LP 110.60%0.60%0.60%Q4 2020Q4 20201
Price Capital Management, Inc. 110.76%0.76%0.76%Q3 2019Q3 20191
CKW FINANCIAL GROUP 110.00%0.00%0.00%Q1 2018Q1 20181
Lebenthal Asset Management, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Blue Sky Asset Management, LLC 110.35%0.35%0.35%Q3 2018Q3 20181
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 110.02%0.02%0.02%Q4 2014Q4 20141
KNIGHT CAPITAL GROUP LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Wakefield Asset Management LLLP 110.55%0.55%0.55%Q1 2020Q1 20201
GRIFFIN ASSET MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2019Q2 20191
Athanor Capital, LP 110.68%0.68%0.68%Q3 2020Q3 20201
GFS Advisors, LLC 110.24%0.24%0.24%Q1 2016Q1 20161
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Morningstar Investment Management LLC 110.03%0.03%0.03%Q2 2023Q2 20231
Castle Financial & Retirement Planning Associates, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 110.01%0.01%0.01%Q3 2014Q3 20141
JAMISON EATON & WOOD INC /NJ 110.01%0.01%0.01%Q3 2013Q3 20131
Sequent Asset Management, LLC 110.12%0.12%0.12%Q1 2017Q1 20171
Ziegler Capital Management, LLC 110.09%0.09%0.09%Q2 2013Q2 20131
Irish Life Investment Managers Ltd. 110.09%0.09%0.09%Q2 2013Q2 20131
MainStreet Investment Advisors LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Pinz Capital Management, LP 111.32%1.32%1.32%Q4 2021Q4 20211
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Banco Santander, S.A. 110.62%0.62%0.62%Q1 2019Q1 20191
WealthShield Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
ARVEST TRUST CO N A 110.02%0.02%0.02%Q2 2023Q2 20231
DREMAN VALUE MANAGEMENT, L L C 110.00%0.00%0.00%Q1 2014Q1 20141
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.00%0.00%0.00%Q2 2020Q2 20201
VIRGINIA RETIREMENT SYSTEM 110.46%0.46%0.46%Q1 2016Q1 20161
Kovack Advisors, Inc. 110.02%0.02%0.02%Q1 2022Q1 20221
FCF Advisors LLC 111.23%1.23%1.23%Q3 2015Q3 20151
WJ Interests, LLC 110.12%0.12%0.12%Q4 2022Q4 20221
Hamilton Capital, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Truepoint, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
Ovata Capital Management Ltd 110.01%0.01%0.01%Q2 2020Q2 20201
Simmons Bank 110.02%0.02%0.02%Q4 2017Q4 20171
Bridgeworth, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
MITCHELL SINKLER & STARR/PA 110.21%0.21%0.21%Q4 2022Q4 20221
Claraphi Advisory Network, LLC 110.18%0.18%0.18%Q2 2022Q2 20221
Trilogy Capital Inc. 110.09%0.09%0.09%Q4 2017Q4 20171
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Dean Capital Management 110.76%0.76%0.76%Q2 2019Q2 20191
New Millennium Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Operose Advisors LLC 110.01%0.01%0.01%Q3 2023Q3 20231
Missouri Trust & Investment Co 110.00%0.00%0.00%Q4 2021Q4 20211
Pluribus Labs, LLC 110.56%0.56%0.56%Q4 2021Q4 20211
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q1 2023Q1 20231
CTC Capital Management, LLC 111.84%1.84%1.84%Q4 2022Q4 20221
TCWP LLC 110.00%0.00%0.00%Q1 2022Q1 20221
Widmann Financial Services, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
IMA Wealth, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Burt Wealth Advisors 110.00%0.00%0.00%Q4 2015Q4 20151
Wedmont Private Capital 110.03%0.03%0.03%Q2 2023Q2 20231
Delphia (USA) Inc. 110.25%0.25%0.25%Q4 2021Q4 20211
Amplius Wealth Advisors, LLC 110.00%0.00%0.00%Q4 2021Q4 20211
Raleigh Capital Management Inc. 110.12%0.12%0.12%Q3 2023Q3 20231
BRC Investment Management LLC 110.08%0.08%0.08%Q1 2015Q1 20151
Cross Staff Investments Inc 110.19%0.19%0.19%Q3 2022Q3 20221
Clearwater Capital Advisors, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Greenland Capital Management LP 111.16%1.16%1.16%Q1 2023Q1 20231
Mystic Asset Management, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
KerberRose Wealth Management, LLC 110.34%0.34%0.34%Q2 2022Q2 20221
NEXT Financial Holdings 110.02%0.02%0.02%Q1 2019Q1 20191
AM Squared Ltd 110.07%0.07%0.07%Q1 2023Q1 20231
Accurate Wealth Management, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
TUCKER ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Acrisure Capital Management, LLC 110.33%0.33%0.33%Q1 2023Q1 20231
Retirement Solution Inc. 110.20%0.20%0.20%Q4 2020Q4 20201
Comprehensive Financial Consultants Institutional, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
DECADE RENEWABLE PARTNERS LP 112.23%2.23%2.23%Q2 2023Q2 20231
My Personal CFO, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
AXQ CAPITAL, LP 110.13%0.13%0.13%Q3 2023Q3 20231
BUCKINGHAM STRATEGIC PARTNERS, LLC 110.05%0.05%0.05%Q4 2021Q4 20211
Terra Nova Asset Management LLC 111.80%1.80%1.80%Q3 2016Q3 20161
State of New Jersey Common Pension Fund A 110.05%0.05%0.05%Q1 2014Q1 20141
Jane Street Holding, LLC 110.00%0.00%0.00%Q4 2013Q4 20131
Prentice Wealth Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Investmark Advisory Group LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Pallas Capital Advisors LLC 110.04%0.04%0.04%Q3 2023Q3 20231
MONUMENTAL FINANCIAL GROUP INC. 110.01%0.01%0.01%Q2 2021Q2 20211
Capitolis Advisors LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Measured Wealth Private Client Group, LLC 110.03%0.03%0.03%Q3 2018Q3 20181
KINGS POINT CAPITAL MANAGEMENT 110.00%0.00%0.00%Q3 2019Q3 20191
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 110.04%0.04%0.04%Q3 2013Q3 20131
PATTON FUND MANAGEMENT, INC. 110.06%0.06%0.06%Q4 2022Q4 20221
CHILDRESS CAPITAL ADVISORS, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
DEFINED WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Arlington Financial Advisors, LLC 110.14%0.14%0.14%Q1 2019Q1 20191
Invictus RG Pte. Ltd. 110.01%0.01%0.01%Q2 2015Q2 20151
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
SkyView Investment Advisors, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
FREEDOM WEALTH ALLIANCE, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Interchange Capital Partners, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Parplus Partners 110.13%0.13%0.13%Q4 2019Q4 20191
Delta Lloyd Asset Management N.V. 110.15%0.15%0.15%Q2 2017Q2 20171
CARY STREET PARTNERS ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q3 2022Q3 20221
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Tradeworx Inc. 110.26%0.26%0.26%Q2 2013Q2 20131
Cannon Global Investment Management, LLC 110.90%0.90%0.90%Q1 2021Q1 20211
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Sterling Global Strategies LLC 110.60%0.60%0.60%Q4 2018Q4 20181
Altus Wealth Group LLC 110.14%0.14%0.14%Q4 2020Q4 20201
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Diversified, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Stux Capital Management, LLC 110.09%0.09%0.09%Q2 2014Q2 20141
Align Wealth Management, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Financial Planning & Information Services, Inc. 110.05%0.05%0.05%Q3 2022Q3 20221
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This page lists all the filers that currently own XCEL ENERGY INC or have owned XCEL ENERGY INC in the past.