MEDTRONIC PLC shareholder history

Current and past MEDTRONIC PLC shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
UBS Group AG 35350.00%0.15%0.65%Q1 2015Q3 2023105
BANK OF AMERICA CORP /DE/ 35350.00%0.09%0.35%Q1 2015Q3 2023105
SUSQUEHANNA INTERNATIONAL GROUP, LLP 35350.00%0.03%0.08%Q1 2015Q3 2023102
GOLDMAN SACHS GROUP INC 35350.00%0.06%0.25%Q1 2015Q3 2023101
CITIGROUP INC 35350.00%0.05%0.19%Q1 2015Q3 2023100
Citadel Advisors 35350.00%0.03%0.20%Q1 2015Q3 202393
JANE STREET GROUP, LLC 35350.00%0.02%0.10%Q1 2015Q3 202390
BNP PARIBAS FINANCIAL MARKETS 35350.00%0.06%0.23%Q1 2015Q3 202390
BARCLAYS PLC 35350.00%0.10%0.62%Q1 2015Q3 202389
MILLENNIUM MANAGEMENT LLC 35350.00%0.06%0.44%Q1 2015Q3 202388
Walleye Trading LLC 35350.00%0.04%0.26%Q1 2015Q3 202386
HSBC HOLDINGS PLC 35350.00%0.03%0.21%Q1 2015Q3 202386
WOLVERINE TRADING, LLC 30300.00%0.03%0.12%Q2 2016Q3 202384
Jefferies Group LLC 2820.00%0.04%0.15%Q1 2015Q3 202283
D. E. Shaw & Co., Inc. 35350.00%0.10%0.65%Q1 2015Q3 202382
CREDIT SUISSE AG/ 35350.00%0.10%0.27%Q1 2015Q3 202378
CAPSTONE INVESTMENT ADVISORS, LLC 2310.00%0.08%0.36%Q4 2014Q3 202374
Parallax Volatility Advisers, L.P. 3030.00%0.04%0.20%Q1 2015Q3 202372
DEUTSCHE BANK AG\ 35350.00%0.25%0.82%Q1 2015Q3 202372
ROYAL BANK OF CANADA 35350.00%0.16%0.43%Q1 2015Q3 202370
M&T BANK CORP 35350.00%0.09%0.39%Q1 2015Q3 202369
TWO SIGMA INVESTMENTS, LP 1710.00%0.13%0.77%Q2 2015Q3 202367
NOMURA HOLDINGS INC 18140.00%0.03%0.16%Q3 2015Q3 202360
TWO SIGMA SECURITIES, LLC 1250.01%0.07%0.84%Q3 2016Q3 202360
CAPITAL FUND MANAGEMENT S.A. 1010.00%0.07%0.47%Q1 2015Q3 202359
Twin Tree Management, LP 1010.00%0.08%0.35%Q1 2015Q3 202358
RAYMOND JAMES & ASSOCIATES 35350.00%0.21%0.55%Q1 2015Q3 202355
Cutler Group LLC / CA 1310.00%0.01%0.18%Q4 2015Q1 202352
PEAK6 Investments LLC 21210.00%0.03%0.11%Q3 2018Q3 202352
Invesco Ltd. 35350.00%0.20%0.37%Q1 2015Q3 202350
Squarepoint Ops LLC 1620.00%0.20%0.94%Q1 2015Q3 202345
Cubist Systematic Strategies, LLC 35350.01%0.12%0.48%Q1 2015Q3 202345
Creative Planning 35350.00%0.03%0.06%Q1 2015Q3 202344
Franklin, Parlapiano, Turner & Welch, LLC 44441.53%2.08%2.45%Q4 2012Q3 202344
BANK OF MONTREAL /CAN/ 3220.00%0.20%0.48%Q1 2015Q3 202342
Verition Fund Management LLC 34340.00%0.11%0.50%Q2 2015Q3 202341
HAP Trading, LLC 1020.00%0.06%0.66%Q1 2016Q3 202341
HighTower Advisors, LLC 35350.00%0.17%0.32%Q1 2015Q3 202340
Moors & Cabot, Inc. 35350.00%0.45%0.68%Q1 2015Q3 202340
WELLS FARGO & COMPANY/MN 35350.00%0.32%0.46%Q1 2015Q3 202340
Pekin Hardy Strauss, Inc. 35350.01%0.14%0.91%Q1 2015Q3 202339
CPWM, LLC 25140.03%0.12%0.26%Q4 2011Q3 202239
CREDIT AGRICOLE S A 35350.00%0.13%0.40%Q1 2015Q3 202338
Laurion Capital Management LP 610.00%0.08%0.37%Q4 2015Q2 202338
SCOTIA CAPITAL INC. 35350.05%0.26%0.51%Q1 2015Q3 202337
M&R CAPITAL MANAGEMENT INC 37370.07%0.19%0.30%Q4 2014Q4 202337
DAVENPORT & Co LLC 35350.01%0.59%1.33%Q1 2015Q3 202337
Private Advisor Group, LLC 35350.00%0.08%0.20%Q1 2015Q3 202337
BEACH INVESTMENT COUNSEL INC/PA 37370.31%1.36%3.56%Q4 2014Q4 202337
OPTIMUM INVESTMENT ADVISORS 2810.00%0.07%0.19%Q1 2015Q4 202337
BENEDICT FINANCIAL ADVISORS INC 36361.48%2.33%3.05%Q4 2014Q3 202336
TRUST CO OF TOLEDO NA /OH/ 36360.20%0.25%0.32%Q1 2015Q4 202336
NEVILLE RODIE & SHAW INC 36360.09%0.16%0.24%Q1 2015Q4 202336
South Dakota Investment Council 36360.51%0.84%1.15%Q4 2014Q3 202336
ALLIANCEBERNSTEIN L.P. 35350.00%0.40%0.76%Q1 2015Q3 202336
RHUMBLINE ADVISERS 36360.24%0.39%0.53%Q4 2014Q3 202336
EVERETT HARRIS & CO /CA/ 36360.06%0.17%0.37%Q4 2014Q3 202336
ROBERTS GLORE & CO INC /IL/ 36360.23%0.47%1.52%Q4 2014Q3 202336
MONETARY MANAGEMENT GROUP INC 36360.32%0.43%0.61%Q4 2014Q3 202336
WOODSTOCK CORP 36361.25%1.98%2.50%Q1 2015Q4 202336
KLINGENSTEIN FIELDS & CO LP 35350.00%1.14%1.56%Q1 2015Q3 202336
SVB WEALTH LLC 36360.05%0.80%1.40%Q4 2014Q3 202336
PARK NATIONAL CORP /OH/ 36360.01%0.34%1.26%Q1 2015Q4 202336
CLIFFORD SWAN INVESTMENT COUNSEL LLC 36360.02%0.08%0.23%Q4 2014Q3 202336
BAHL & GAYNOR INC 36360.08%1.25%1.88%Q4 2014Q3 202336
SIGNATUREFD, LLC 35350.00%0.05%0.09%Q1 2015Q3 202336
Douglass Winthrop Advisors, LLC 36360.01%0.02%0.04%Q4 2014Q3 202336
PANAGORA ASSET MANAGEMENT INC 36360.01%0.38%1.05%Q4 2014Q3 202336
FULTON BANK, N.A. 36360.07%0.14%0.19%Q1 2015Q4 202336
MONTAG A & ASSOCIATES INC 36360.04%0.12%0.43%Q4 2014Q3 202336
SMITHBRIDGE ASSET MANAGEMENT INC/DE 36360.89%2.18%4.19%Q4 2014Q3 202336
MAIRS & POWER INC 36362.62%3.34%3.90%Q4 2014Q3 202336
VAUGHAN DAVID INVESTMENTS LLC/IL 36360.02%0.34%0.97%Q4 2014Q3 202336
DUMONT & BLAKE INVESTMENT ADVISORS LLC 36360.31%0.47%0.76%Q4 2014Q3 202336
B. Riley Wealth Advisors, Inc. 36360.07%0.16%0.23%Q4 2014Q3 202336
Artisan Partners Limited Partnership 35350.02%2.21%5.85%Q1 2015Q3 202336
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.01%0.34%1.31%Q4 2016Q3 202336
NISA INVESTMENT ADVISORS, LLC 36360.20%0.39%0.59%Q4 2014Q3 202336
APPLETON PARTNERS INC/MA 36360.31%0.90%1.60%Q1 2015Q4 202336
Lowe Wealth Advisors, LLC 36360.00%0.00%0.02%Q1 2015Q4 202336
Long Road Investment Counsel, LLC 36360.24%0.36%0.44%Q4 2014Q3 202336
BOSTON RESEARCH & MANAGEMENT INC 36361.16%1.70%2.14%Q4 2014Q3 202336
CASTLEARK MANAGEMENT LLC 36360.00%0.32%2.48%Q4 2014Q3 202336
Somerset Trust Co 36360.83%2.30%3.07%Q1 2015Q4 202336
BALYASNY ASSET MANAGEMENT L.P. 2210.00%0.23%0.72%Q2 2015Q2 202336
DIAMOND HILL CAPITAL MANAGEMENT INC 36361.08%1.71%2.23%Q4 2014Q3 202336
AMERIPRISE FINANCIAL INC 35350.27%0.55%0.90%Q1 2015Q3 202335
GAMCO INVESTORS, INC. ET AL 35350.01%0.02%0.04%Q1 2015Q3 202335
Carnegie Capital Asset Management, LLC 35350.04%0.09%0.16%Q1 2015Q3 202335
KBC Group NV 35350.13%0.51%1.10%Q1 2015Q3 202335
Sumitomo Mitsui DS Asset Management Company, Ltd 35350.16%0.34%0.66%Q1 2015Q3 202335
Utah Retirement Systems 35350.26%0.44%0.59%Q1 2015Q3 202335
JONES FINANCIAL COMPANIES LLLP 35350.01%0.02%0.02%Q1 2015Q3 202335
BARROW HANLEY MEWHINNEY & STRAUSS LLC 35350.80%2.28%3.47%Q1 2015Q3 202335
MACQUARIE GROUP LTD 35350.02%0.05%0.10%Q1 2015Q3 202335
ANCHOR CAPITAL ADVISORS LLC 35350.10%0.68%1.15%Q1 2015Q3 202335
Wallington Asset Management, LLC 35352.54%3.30%4.21%Q1 2015Q3 202335
Robeco Schweiz AG 35350.01%0.37%0.98%Q1 2015Q3 202335
GLENMEDE TRUST CO NA 35350.08%0.17%0.35%Q1 2015Q3 202335
Robeco Institutional Asset Management B.V. 35350.04%0.18%0.61%Q1 2015Q3 202335
CIBC WORLD MARKET INC. 2680.01%0.08%0.28%Q1 2015Q3 202335
PUTNAM INVESTMENTS LLC 35350.00%0.18%0.53%Q1 2015Q3 202335
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 35350.27%0.46%0.62%Q1 2015Q3 202335
NEW YORK STATE COMMON RETIREMENT FUND 35350.25%0.42%0.54%Q1 2015Q3 202335
Voya Financial Advisors, Inc. 35350.03%0.08%0.21%Q1 2015Q3 202335
SCHMIDT P J INVESTMENT MANAGEMENT INC 35350.05%0.24%0.67%Q1 2015Q3 202335
Plante Moran Financial Advisors, LLC 35350.01%0.05%0.10%Q1 2015Q3 202335
MEYER HANDELMAN CO 35350.66%1.10%1.39%Q1 2015Q3 202335
Gratus Capital, LLC 35350.02%0.91%1.68%Q1 2015Q3 202335
EDMOND DE ROTHSCHILD HOLDING S.A. 34340.00%0.84%1.97%Q2 2015Q3 202335
Olstein Capital Management, L.P. 35350.55%1.15%1.62%Q1 2015Q3 202335
HUNTINGTON NATIONAL BANK 35350.08%0.17%0.49%Q1 2015Q3 202335
ARROW FINANCIAL CORP 35350.01%0.17%0.38%Q1 2015Q3 202335
SYNOVUS FINANCIAL CORP 35350.01%0.05%0.11%Q1 2015Q3 202335
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 35351.23%3.23%5.54%Q1 2015Q3 202335
CENTRAL TRUST Co 35350.02%0.19%0.54%Q1 2015Q3 202335
TOKIO MARINE ASSET MANAGEMENT CO LTD 35350.38%0.69%1.08%Q1 2015Q3 202335
ENTERPRISE FINANCIAL SERVICES CORP 35350.03%0.11%0.40%Q1 2015Q3 202335
LEE DANNER & BASS INC 35350.47%0.70%1.06%Q1 2015Q3 202335
VANGUARD GROUP INC 35350.22%0.38%0.52%Q1 2015Q3 202335
MONARCH CAPITAL MANAGEMENT INC/ 35351.57%2.41%2.90%Q1 2015Q3 202335
CYPRESS ASSET MANAGEMENT INC/TX 35350.11%0.59%1.08%Q4 2014Q2 202335
ROPES WEALTH ADVISORS LLC 35350.02%0.13%0.25%Q1 2015Q3 202335
FUKOKU MUTUAL LIFE INSURANCE Co 35350.05%0.08%0.14%Q1 2015Q3 202335
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 35350.03%0.18%0.80%Q1 2015Q3 202335
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI 35351.02%1.46%1.72%Q1 2015Q3 202335
CITY HOLDING CO 35350.26%0.64%1.05%Q1 2015Q3 202335
INTRUST BANK NA 35350.06%0.18%0.35%Q1 2015Q3 202335
SECURIAN ASSET MANAGEMENT, INC 35350.21%0.29%0.35%Q1 2015Q3 202335
Smithfield Trust Co 35350.01%0.08%0.16%Q1 2015Q3 202335
BOSTON FAMILY OFFICE LLC 35350.06%0.10%0.19%Q1 2015Q3 202335
VICTORY CAPITAL MANAGEMENT INC 35350.00%0.13%0.78%Q1 2015Q3 202335
Cannell & Co. 35350.06%0.12%0.15%Q1 2015Q3 202335
MAI Capital Management 35350.06%0.36%0.94%Q1 2015Q3 202335
SPIRIT OF AMERICA MANAGEMENT CORP/NY 35350.07%0.14%0.22%Q1 2015Q3 202335
Norinchukin Bank, The 35350.10%0.25%0.40%Q1 2015Q3 202335
FIRST MANHATTAN CO. LLC. 35350.00%0.10%0.38%Q1 2015Q3 202335
GREAT WEST LIFE ASSURANCE CO /CAN/ 35350.38%0.52%0.70%Q1 2015Q3 202335
BURNS J W & CO INC/NY 35350.07%0.17%0.25%Q1 2015Q3 202335
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 35350.26%0.42%0.57%Q1 2015Q3 202335
SUMITOMO LIFE INSURANCE CO 35350.05%0.41%0.74%Q1 2015Q3 202335
LSV ASSET MANAGEMENT 35350.00%0.02%0.43%Q1 2015Q3 202335
PEAPACK GLADSTONE FINANCIAL CORP 35350.02%0.09%0.21%Q1 2015Q3 202335
BOSTON FINANCIAL MANGEMENT LLC 35350.02%0.08%0.34%Q1 2015Q3 202335
BESSEMER GROUP INC 35350.01%0.27%1.02%Q1 2015Q3 202335
ALBION FINANCIAL GROUP /UT 25100.13%0.19%0.29%Q4 2014Q3 202335
FAYEZ SAROFIM & CO 35350.01%0.02%0.04%Q1 2015Q3 202335
NOMURA ASSET MANAGEMENT CO LTD 35350.18%0.34%0.57%Q1 2015Q3 202335
Ameritas Investment Partners, Inc. 35350.06%0.14%0.33%Q1 2015Q3 202335
FEDERATED HERMES, INC. 35350.01%0.19%0.60%Q1 2015Q3 202335
HERITAGE INVESTORS MANAGEMENT CORP 35350.23%0.33%0.46%Q1 2015Q3 202335
NORTH STAR ASSET MANAGEMENT INC 35350.02%0.09%0.53%Q1 2015Q3 202335
PEOPLES FINANCIAL SERVICES CORP. 35350.16%0.25%0.33%Q1 2015Q3 202335
First Personal Financial Services 35350.03%0.49%1.98%Q1 2015Q3 202335
CULLEN/FROST BANKERS, INC. 35350.40%0.62%0.90%Q1 2015Q3 202335
FRANKLIN RESOURCES INC 35350.76%1.18%1.69%Q1 2015Q3 202335
STATE STREET CORP 35350.26%0.40%0.54%Q1 2015Q3 202335
VOYA INVESTMENT MANAGEMENT LLC 35350.08%0.33%0.59%Q1 2015Q3 202335
Asset Management One Co., Ltd. 35350.01%0.22%0.39%Q1 2015Q3 202335
Patten Group, Inc. 35350.13%0.74%1.22%Q1 2015Q3 202335
FRONT BARNETT ASSOCIATES LLC 35351.22%1.58%2.01%Q1 2015Q3 202335
CAMBRIDGE TRUST CO 35350.08%1.33%2.35%Q1 2015Q3 202335
Allianz Asset Management GmbH 35350.07%0.19%0.33%Q1 2015Q3 202335
WEATHERLY ASSET MANAGEMENT L. P. 35350.04%0.15%0.29%Q1 2015Q3 202335
BOWEN HANES & CO INC 2690.02%0.67%2.02%Q4 2014Q3 202335
GREAT LAKES ADVISORS, LLC 35350.01%0.04%0.13%Q1 2015Q3 202335
DUBUQUE BANK & TRUST CO 35350.47%1.33%2.19%Q1 2015Q3 202335
WASHINGTON TRUST Co 35350.34%0.45%0.62%Q1 2015Q3 202335
D.A. DAVIDSON & CO. 35350.09%0.14%0.18%Q1 2015Q3 202335
Meiji Yasuda Asset Management Co Ltd. 35350.29%0.48%0.75%Q1 2015Q3 202335
BUTENSKY & COHEN FINANCIAL SECURITY, INC 35351.08%1.44%1.78%Q1 2015Q3 202335
PNC FINANCIAL SERVICES GROUP, INC. 35350.03%0.06%0.12%Q1 2015Q3 202335
Martin Investment Management, LLC 35350.09%0.45%1.76%Q1 2015Q3 202335
FIRST NATIONAL BANK OF OMAHA 35350.52%0.79%1.04%Q1 2015Q3 202335
COLONY GROUP LLC 35350.07%0.67%1.79%Q1 2015Q3 202335
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 35350.26%0.43%0.57%Q1 2015Q3 202335
GABELLI FUNDS LLC 35350.03%0.10%0.23%Q1 2015Q3 202335
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 35350.00%0.01%0.05%Q1 2015Q3 202335
S&CO INC 35351.16%2.04%2.75%Q1 2015Q3 202335
Community Bank, N.A. 35350.00%0.11%0.22%Q1 2015Q3 202335
MITCHELL MCLEOD PUGH & WILLIAMS INC 35350.16%0.51%1.08%Q1 2015Q3 202335
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 35350.10%0.17%0.28%Q1 2015Q3 202335
NORTHERN TRUST CORP 35350.21%0.35%0.45%Q1 2015Q3 202335
SHELTON CAPITAL MANAGEMENT 35350.02%0.11%0.54%Q1 2015Q3 202335
VONTOBEL ASSET MANAGEMENT INC 35350.00%1.63%3.76%Q1 2015Q3 202335
TCTC Holdings, LLC 35350.10%0.23%0.40%Q1 2015Q3 202335
SCHRODER INVESTMENT MANAGEMENT GROUP 35350.05%0.33%0.52%Q1 2015Q3 202335
AIMZ Investment Advisors, LLC 35350.64%1.17%1.65%Q1 2015Q3 202335
PARTHENON LLC 35351.12%1.67%2.04%Q1 2015Q3 202335
RAYMOND JAMES TRUST N.A. 35350.16%0.23%0.44%Q1 2015Q3 202335
KEYBANK NATIONAL ASSOCIATION/OH 35350.04%0.13%0.38%Q1 2015Q3 202335
US BANCORP \DE\ 35350.21%0.30%0.48%Q1 2015Q3 202335
Capital Analysts, LLC 35350.00%0.22%0.49%Q1 2015Q3 202335
MOODY NATIONAL BANK TRUST DIVISION 35350.02%0.12%0.24%Q1 2015Q3 202335
PINNACLE ASSOCIATES LTD 35350.07%0.14%0.26%Q1 2015Q3 202335
Atria Investments, Inc 35350.04%0.16%0.70%Q1 2015Q3 202335
NJ State Employees Deferred Compensation Plan 35350.16%0.34%0.47%Q1 2015Q3 202335
MANUFACTURERS LIFE INSURANCE COMPANY, THE 35350.10%0.37%0.72%Q1 2015Q3 202335
State of New Jersey Common Pension Fund D 35350.21%0.30%0.44%Q1 2015Q3 202335
Rosenbaum Jay D. 35350.19%1.99%3.29%Q1 2015Q3 202335
OLD NATIONAL BANCORP /IN/ 35350.01%0.29%1.09%Q1 2015Q3 202335
Drexel Morgan & Co. 35350.33%1.04%1.61%Q1 2015Q3 202335
Paloma Partners Management Co 1660.01%0.08%0.59%Q4 2016Q2 202235
WEBSTER BANK, N. A. 35350.05%0.18%0.36%Q1 2015Q3 202335
AUXIER ASSET MANAGEMENT 35351.94%2.60%3.25%Q1 2015Q3 202335
LEAVELL INVESTMENT MANAGEMENT, INC. 35350.03%0.05%0.11%Q1 2015Q3 202335
TUDOR INVESTMENT CORP ET AL 1010.00%0.10%0.45%Q4 2014Q3 202335
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 35350.10%0.25%0.59%Q1 2015Q3 202335
HARTFORD INVESTMENT MANAGEMENT CO 35350.24%0.48%0.64%Q1 2015Q3 202335
KCM INVESTMENT ADVISORS LLC 35350.32%0.47%0.61%Q1 2015Q3 202335
1ST SOURCE BANK 35350.09%0.25%0.57%Q1 2015Q3 202335
TRUIST FINANCIAL CORP 35350.07%0.27%0.47%Q1 2015Q3 202335
RIVERBRIDGE PARTNERS LLC 35350.00%0.28%1.53%Q1 2015Q3 202335
Evercore Wealth Management, LLC 35350.03%0.08%0.12%Q1 2015Q3 202335
GATEWAY INVESTMENT ADVISERS LLC 35350.11%0.65%0.94%Q1 2015Q3 202335
PINNACLE FINANCIAL PARTNERS INC 35350.00%0.44%0.66%Q1 2015Q3 202335
FIFTH THIRD BANCORP 35350.15%0.33%0.54%Q1 2015Q3 202335
AMERICAN CENTURY COMPANIES INC 35350.16%0.66%1.04%Q1 2015Q3 202335
BTC Capital Management, Inc. 35350.33%0.68%1.16%Q1 2015Q3 202335
JARISLOWSKY, FRASER Ltd 35350.01%0.09%0.24%Q1 2015Q3 202335
Smith, Salley & Associates 35350.08%1.05%1.87%Q1 2015Q3 202335
FIRST TRUST ADVISORS LP 35350.01%0.08%0.13%Q1 2015Q3 202335
PRINCIPAL FINANCIAL GROUP INC 35350.17%0.29%0.43%Q1 2015Q3 202335
Daiwa Securities Group Inc. 35350.00%0.05%0.10%Q1 2015Q3 202335
PROFUND ADVISORS LLC 35350.09%0.18%0.36%Q1 2015Q3 202335
DIMENSIONAL FUND ADVISORS LP 35350.09%0.26%0.36%Q1 2015Q3 202335
WADE G W & INC 35350.03%0.39%0.96%Q1 2015Q3 202335
NEW ENGLAND ASSET MANAGEMENT INC 35350.03%0.07%0.28%Q1 2015Q3 202335
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 35350.88%1.81%2.48%Q1 2015Q3 202335
BEESE FULMER INVESTMENT MANAGEMENT, INC. 35350.57%0.95%1.41%Q1 2015Q3 202335
MARK SHEPTOFF FINANCIAL PLANNING, LLC 35350.12%0.33%0.56%Q1 2015Q3 202335
TRUST CO OF VERMONT 35350.10%0.24%0.95%Q1 2015Q3 202335
SHUFRO ROSE & CO LLC 35350.08%0.10%0.18%Q1 2015Q3 202335
Saratoga Research & Investment Management 35351.92%3.26%4.97%Q1 2015Q3 202335
FRED ALGER MANAGEMENT, LLC 35350.00%0.22%0.69%Q1 2015Q3 202335
WHITE PINE CAPITAL LLC 35350.00%0.12%0.23%Q1 2015Q3 202335
PRUDENTIAL FINANCIAL INC 35350.07%0.34%0.62%Q1 2015Q3 202335
WHITTIER TRUST CO 35350.01%0.04%0.06%Q1 2015Q3 202335
BANK OF NOVA SCOTIA 35350.01%0.11%0.66%Q1 2015Q3 202335
AVIVA PLC 35350.08%0.52%0.90%Q1 2015Q3 202335
OLD SECOND NATIONAL BANK OF AURORA 35350.04%0.64%1.50%Q1 2015Q3 202335
NICHOLS & PRATT ADVISERS LLP /MA 35350.64%0.90%1.25%Q1 2015Q3 202335
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 35350.01%0.08%0.47%Q1 2015Q3 202335
WEDBUSH SECURITIES INC 35350.10%0.16%0.23%Q1 2015Q3 202335
WELLINGTON MANAGEMENT GROUP LLP 35350.38%1.13%1.79%Q1 2015Q3 202335
Meiji Yasuda Life Insurance Co 35350.01%0.22%0.67%Q1 2015Q3 202335
TOMPKINS FINANCIAL CORP 25100.00%0.08%0.18%Q1 2015Q4 202335
BRYN MAWR TRUST Co 35350.04%0.06%0.09%Q1 2015Q3 202335
CHICAGO TRUST Co NA 35350.18%0.45%0.61%Q1 2015Q3 202335
OGOREK ANTHONY JOSEPH /NY/ /ADV 35350.09%0.49%1.89%Q1 2015Q3 202335
Louisiana State Employees Retirement System 35350.15%0.30%0.42%Q1 2015Q3 202335
KANAWHA CAPITAL MANAGEMENT LLC 35350.55%0.75%0.95%Q1 2015Q3 202335
FineMark National Bank & Trust 35350.11%0.36%0.65%Q1 2015Q3 202335
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 35350.36%1.20%2.12%Q1 2015Q3 202335
ADAGE CAPITAL PARTNERS GP, L.L.C. 35350.17%0.35%0.57%Q1 2015Q3 202335
AMERICAN INTERNATIONAL GROUP, INC. 35350.11%0.17%0.26%Q1 2015Q3 202335
Kentucky Retirement Systems 35350.29%0.50%0.67%Q1 2015Q3 202335
Avior Wealth Management, LLC 35350.00%0.09%0.21%Q1 2015Q3 202335
SEI INVESTMENTS CO 35350.16%0.34%0.73%Q1 2015Q3 202335
NEEDHAM INVESTMENT MANAGEMENT LLC 35350.66%1.15%1.88%Q1 2015Q3 202335
Hardman Johnston Global Advisors LLC 35350.60%1.15%1.94%Q1 2015Q3 202335
ALTRINSIC GLOBAL ADVISORS LLC 35352.58%5.13%9.01%Q1 2015Q3 202335
Point72 Hong Kong Ltd 1510.01%0.13%0.43%Q4 2015Q3 202235
Perkins Coie Trust Co 35350.82%1.25%1.47%Q1 2015Q3 202335
NATIXIS ADVISORS, L.P. 35350.14%0.44%0.69%Q1 2015Q3 202335
AQR Capital Management 35350.05%0.22%0.48%Q1 2015Q3 202335
AXA S.A. 35350.09%0.43%0.91%Q1 2015Q3 202335
PRUDENTIAL PLC 35350.02%0.70%1.46%Q1 2015Q3 202335
NBT BANK N A /NY 35350.14%0.34%0.49%Q1 2015Q3 202335
KORNITZER CAPITAL MANAGEMENT INC /KS 35350.01%0.17%0.41%Q1 2015Q3 202335
CENTRAL BANK & TRUST CO 35350.03%0.13%0.66%Q1 2015Q3 202335
LAZARD ASSET MANAGEMENT LLC 35350.00%2.45%5.03%Q1 2015Q3 202335
GEODE CAPITAL MANAGEMENT, LLC 35350.24%0.41%0.55%Q1 2015Q3 202335
Rench Wealth Management, Inc. 35351.50%2.42%3.63%Q1 2015Q3 202335
MORGAN STANLEY 35350.16%0.22%0.33%Q1 2015Q3 202335
CIBC Asset Management Inc 35350.04%0.13%0.46%Q1 2015Q3 202335
Checchi Capital Advisers, LLC 35350.05%0.12%0.20%Q1 2015Q3 202335
Moreno Evelyn V 35351.22%1.96%2.39%Q1 2015Q3 202335
TEXAS PERMANENT SCHOOL FUND CORP 35350.21%0.37%0.52%Q1 2015Q3 202335
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 35350.09%0.31%0.69%Q1 2015Q3 202335
SILVERCREST ASSET MANAGEMENT GROUP LLC 35350.01%0.05%0.09%Q1 2015Q3 202335
DAVIS R M INC 35350.54%1.14%1.70%Q1 2015Q3 202335
SENTRY INVESTMENT MANAGEMENT LLC 35350.22%0.42%0.60%Q1 2015Q3 202335
EVERGREEN CAPITAL MANAGEMENT LLC 35350.02%0.26%1.24%Q1 2015Q3 202335
NOESIS CAPITAL MANGEMENT CORP 35351.76%3.05%4.13%Q1 2015Q3 202335
WHITTIER TRUST CO OF NEVADA INC 35350.04%0.11%0.18%Q1 2015Q3 202335
SEGALL BRYANT & HAMILL, LLC 35350.01%0.16%0.58%Q4 2014Q2 202335
STATE OF MICHIGAN RETIREMENT SYSTEM 35350.18%0.26%0.34%Q1 2015Q3 202335
PRIMECAP MANAGEMENT CO/CA/ 35350.06%0.51%1.38%Q1 2015Q3 202335
Mitsubishi UFJ Asset Management Co., Ltd. 35350.21%0.43%0.92%Q1 2015Q3 202335
Sanders Capital, LLC 35352.04%2.86%3.80%Q1 2015Q3 202335
WILKINS INVESTMENT COUNSEL INC 35351.62%2.47%3.20%Q1 2015Q3 202335
SouthState Corp 35350.01%0.08%0.21%Q1 2015Q3 202335
FIRST NATIONAL TRUST CO 35350.18%0.47%0.87%Q1 2015Q3 202335
PRIVATE TRUST CO NA 35350.10%0.29%0.59%Q1 2015Q3 202335
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 35350.20%0.33%0.46%Q1 2015Q3 202335
TOWER BRIDGE ADVISORS 35350.09%0.81%1.25%Q1 2015Q3 202335
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 35351.08%1.51%2.40%Q1 2015Q3 202335
PERRITT CAPITAL MANAGEMENT INC 35350.06%0.15%0.30%Q1 2015Q3 202335
Laird Norton Wetherby Wealth Management, LLC 35350.09%0.20%0.38%Q1 2015Q3 202335
BROWN BROTHERS HARRIMAN & CO 35350.01%0.03%0.16%Q1 2015Q3 202335
Neuberger Berman Group LLC 35350.01%0.28%0.55%Q1 2015Q3 202335
Retirement Systems of Alabama 35350.16%0.33%0.53%Q1 2015Q3 202335
TRILLIUM ASSET MANAGEMENT, LLC 35350.25%0.84%1.20%Q1 2015Q3 202335
REGIONS FINANCIAL CORP 35350.04%0.13%0.38%Q1 2015Q3 202335
GUGGENHEIM CAPITAL LLC 35350.11%0.19%0.30%Q1 2015Q3 202335
CenterStar Asset Management, LLC 710.00%0.46%1.98%Q4 2017Q3 202335
UNITED CAPITAL FINANCIAL ADVISORS, LLC 35350.13%0.32%0.60%Q1 2015Q3 202335
Raymond James Financial Services Advisors, Inc. 35350.09%0.31%0.60%Q1 2015Q3 202335
Atlantic Union Bankshares Corp 35350.07%0.54%1.05%Q1 2015Q3 202335
Mitsubishi UFJ Trust & Banking Corp 35350.16%0.36%0.56%Q1 2015Q3 202335
Advisors Asset Management, Inc. 35350.01%0.39%0.69%Q1 2015Q3 202335
CIBC Private Wealth Group, LLC 35350.08%0.77%1.37%Q1 2015Q3 202335
Cetera Advisors LLC 35350.02%0.09%0.27%Q1 2015Q3 202335
Oakworth Capital, Inc. 35350.01%0.05%0.10%Q1 2015Q3 202335
Chevy Chase Trust Holdings, LLC 35350.23%0.43%0.63%Q1 2015Q3 202335
First Horizon Advisors, Inc. 35350.04%0.28%0.58%Q1 2015Q3 202335
Affiance Financial, LLC 35350.22%0.51%1.10%Q1 2015Q3 202335
State of Tennessee, Treasury Department 35350.12%0.32%0.63%Q1 2015Q3 202335
Sandy Spring Bank 35350.06%0.16%0.29%Q1 2015Q3 202335
Epoch Investment Partners, Inc. 35350.00%0.32%0.99%Q1 2015Q3 202335
MOTCO 35350.00%0.01%0.01%Q1 2015Q3 202335
GRANDFIELD & DODD, LLC 35351.26%2.01%2.86%Q1 2015Q3 202335
1832 Asset Management L.P. 35350.18%0.91%1.66%Q1 2015Q3 202335
Stack Financial Management, Inc 35350.83%1.27%1.80%Q1 2015Q3 202335
Ledyard National Bank 35350.60%0.83%1.05%Q1 2015Q3 202335
Willis Investment Counsel 35350.51%1.67%3.56%Q1 2015Q3 202335
SG Americas Securities, LLC 35350.01%0.22%1.44%Q1 2015Q3 202335
Kentucky Retirement Systems Insurance Trust Fund 35350.29%0.50%0.67%Q1 2015Q3 202335
ROTHSCHILD INVESTMENT LLC /IL 35350.06%0.15%0.27%Q1 2015Q3 202335
Calamos Advisors LLC 35350.09%0.26%0.63%Q1 2015Q3 202335
DUFF & PHELPS INVESTMENT MANAGEMENT CO 35350.01%0.02%0.03%Q1 2015Q3 202335
DUNCKER STREETT & CO INC 35350.14%0.46%0.81%Q1 2015Q3 202335
Swiss National Bank 35350.26%0.46%0.58%Q1 2015Q3 202335
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 35350.01%0.45%1.45%Q1 2015Q3 202335
Foyston, Gordon, & Payne Inc 35352.55%6.19%10.08%Q1 2015Q3 202335
COHEN LAWRENCE B 35350.97%2.18%3.59%Q1 2015Q3 202335
Coastline Trust Co 35350.08%0.19%0.37%Q1 2015Q3 202335
Triangle Securities Wealth Management 35350.18%0.47%0.72%Q1 2015Q3 202335
Violich Capital Management, Inc. 35350.12%0.44%0.98%Q1 2015Q3 202335
VALLEY NATIONAL ADVISERS INC 35350.01%0.33%1.25%Q1 2015Q3 202335
FLOSSBACH VON STORCH AG 35350.65%1.49%2.56%Q1 2015Q3 202335
Segment Wealth Management, LLC 35350.03%0.31%0.90%Q1 2015Q3 202335
COMGEST GLOBAL INVESTORS S.A.S. 35350.03%3.05%5.35%Q1 2015Q3 202335
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 35350.23%0.43%0.64%Q1 2015Q3 202335
UBS ASSET MANAGEMENT AMERICAS INC 35350.22%0.34%0.57%Q1 2015Q3 202335
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 35350.20%0.33%0.41%Q1 2015Q3 202335
Accredited Investors Inc. 35350.07%0.14%0.27%Q1 2015Q3 202335
Lipe & Dalton 35350.55%1.45%4.35%Q1 2015Q3 202335
North Star Investment Management Corp. 35350.00%0.04%0.08%Q1 2015Q3 202335
Fernwood Investment Management, LLC 35350.57%0.93%1.28%Q1 2015Q3 202335
JPMORGAN CHASE & CO 35350.02%0.20%0.38%Q1 2015Q3 202335
ASSETMARK, INC 35350.00%0.03%0.09%Q1 2015Q3 202335
Estabrook Capital Management 35351.45%2.23%2.91%Q1 2015Q3 202335
Advisors Capital Management, LLC 35350.36%1.13%1.79%Q1 2015Q3 202335
BROWN ADVISORY INC 35350.02%0.03%0.05%Q1 2015Q3 202335
DELTA ASSET MANAGEMENT LLC/TN 35350.02%0.04%0.06%Q1 2015Q3 202335
Aristotle Capital Management, LLC 35351.49%2.54%3.67%Q1 2015Q3 202335
Haverford Financial Services, Inc. 35351.61%2.73%4.06%Q1 2015Q3 202335
ClearBridge Investments 35350.04%0.43%0.81%Q1 2015Q3 202335
OARSMAN CAPITAL, INC. 35350.46%0.80%1.38%Q1 2015Q3 202335
Bank OZK 35350.14%1.00%1.73%Q1 2015Q3 202335
Highlander Capital Management, LLC 35350.58%0.82%1.04%Q1 2015Q3 202335
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 35350.07%0.35%1.52%Q1 2015Q3 202335
Sigma Planning Corp 35350.06%0.11%0.29%Q1 2015Q3 202335
Mirae Asset Global Investments Co., Ltd. 35350.04%0.14%0.61%Q1 2015Q3 202335
Ancora Advisors LLC 35350.10%0.36%0.62%Q1 2015Q3 202335
STATE OF WISCONSIN INVESTMENT BOARD 35350.37%0.47%0.69%Q1 2015Q3 202335
BENJAMIN F. EDWARDS & COMPANY, INC. 35350.12%0.20%0.36%Q1 2015Q3 202335
ASSOCIATED BANC-CORP 35350.04%0.13%0.44%Q1 2015Q3 202335
Fisher Asset Management, LLC 35350.00%0.08%0.19%Q1 2015Q3 202335
TCW GROUP INC 35350.05%0.38%0.87%Q1 2015Q3 202335
AUGUSTINE ASSET MANAGEMENT INC 35351.38%2.33%2.88%Q1 2015Q3 202335
Grantham, Mayo, Van Otterloo & Co. LLC 35350.01%1.79%2.64%Q1 2015Q3 202335
Garrison Asset Management, LLC 35351.29%1.80%2.31%Q1 2015Q3 202335
Benin Management CORP 35350.22%0.56%0.90%Q1 2015Q3 202335
Haverford Trust Co 35350.96%1.54%2.23%Q1 2015Q3 202335
DODGE & COX 35350.22%0.58%1.33%Q1 2015Q3 202335
ProShare Advisors LLC 35350.30%0.57%0.84%Q1 2015Q3 202335
Telos Capital Management, Inc. 35350.84%1.49%2.20%Q1 2015Q3 202335
OAK ASSOCIATES LTD /OH/ 35350.06%0.39%1.59%Q1 2015Q3 202335
FIRST FINANCIAL CORP /IN/ 35350.03%0.13%0.72%Q1 2015Q3 202335
Cullen Capital Management, LLC 3230.02%0.84%2.69%Q4 2014Q3 202335
Korea Investment CORP 35350.11%0.42%0.61%Q1 2015Q3 202335
Mechanics Bank Trust Department 35350.05%0.22%0.44%Q1 2015Q3 202335
BlackRock Inc. 35350.26%0.38%0.48%Q1 2015Q3 202335
Buckingham Capital Management, Inc. 35350.10%0.33%0.67%Q1 2015Q3 202335
Zurcher Kantonalbank (Zurich Cantonalbank) 35350.19%0.41%0.79%Q1 2015Q3 202335
FDx Advisors, Inc. 35350.04%0.22%0.45%Q1 2015Q3 202335
SMITH, MOORE & CO. 35350.12%0.19%0.30%Q1 2015Q3 202335
HEADINVEST, LLC 35350.88%1.31%1.83%Q1 2015Q3 202335
ST GERMAIN D J CO INC 3230.02%0.95%3.36%Q1 2015Q4 202335
FMR LLC 35350.01%0.24%0.90%Q1 2015Q3 202335
LOWE BROCKENBROUGH & CO INC 35350.16%0.31%0.42%Q1 2015Q3 202335
UNITED FIRE GROUP INC 35350.65%1.12%3.82%Q1 2015Q3 202335
APG Asset Management N.V. 35350.06%0.21%0.40%Q1 2015Q3 202335
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 35350.08%0.33%0.50%Q1 2015Q3 202335
BNP Paribas Asset Management Holding S.A. 35350.12%0.30%0.58%Q1 2015Q3 202335
Palisade Asset Management, LLC 35350.33%0.54%0.91%Q1 2015Q3 202335
Gradient Investments LLC 35350.00%0.38%0.71%Q1 2015Q3 202335
Boston Partners 35350.09%0.60%1.38%Q1 2015Q3 202335
Cetera Advisor Networks LLC 35350.06%0.11%0.18%Q1 2015Q3 202335
TEACHER RETIREMENT SYSTEM OF TEXAS 35350.08%0.40%0.84%Q1 2015Q3 202335
Marble Harbor Investment Counsel, LLC 35350.05%0.34%2.14%Q1 2015Q3 202335
LaFleur & Godfrey LLC 35350.13%0.52%1.76%Q1 2015Q3 202335
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 35350.28%0.39%0.48%Q1 2015Q3 202335
SNS Financial Group, LLC 3220.00%0.16%0.27%Q1 2015Q3 202335
THOMPSON SIEGEL & WALMSLEY LLC 35350.00%0.05%0.23%Q1 2015Q3 202335
NORTHWEST INVESTMENT COUNSELORS, LLC 35350.54%0.71%0.92%Q1 2015Q3 202335
Nuveen Asset Management, LLC 35350.03%0.24%0.50%Q1 2015Q3 202335
CONNING INC. 35350.07%0.20%0.37%Q1 2015Q3 202335
BLB&B Advisors, LLC 35350.02%0.12%0.25%Q1 2015Q3 202335
PRICE T ROWE ASSOCIATES INC /MD/ 35350.12%0.28%0.40%Q1 2015Q3 202335
MERIDIAN INVESTMENT COUNSEL INC. 35350.14%0.25%0.34%Q1 2015Q3 202335
Bollard Group LLC 35350.01%0.02%0.04%Q1 2015Q3 202335
MARTIN & CO INC /TN/ 35350.17%0.68%1.68%Q1 2015Q3 202335
BERKSHIRE ASSET MANAGEMENT LLC/PA 35350.35%0.69%1.04%Q1 2015Q3 202335
Bank of New York Mellon Corp 35350.26%0.40%0.52%Q1 2015Q3 202335
Busey Bank 35350.41%0.97%1.59%Q1 2015Q3 202335
OPPENHEIMER & CO INC 35350.26%0.41%0.53%Q1 2015Q3 202335
PUBLIC SECTOR PENSION INVESTMENT BOARD 35350.04%0.31%0.74%Q1 2015Q3 202335
Crestwood Advisors Group, LLC 35350.01%1.29%2.54%Q1 2015Q3 202335
Employees Retirement System of Texas 35350.26%0.59%0.94%Q1 2015Q3 202335
STRS OHIO 35350.28%0.56%0.76%Q1 2015Q3 202335
Bartlett & Co. LLC 19160.00%0.03%0.10%Q1 2015Q4 202335
LPL Financial LLC 35350.03%0.05%0.07%Q1 2015Q3 202335
Miller Investment Management, LP 35350.32%0.60%0.84%Q1 2015Q3 202335
INVESTMENT HOUSE LLC 34340.09%0.92%2.26%Q2 2015Q3 202334
HOWLAND CAPITAL MANAGEMENT LLC 34340.03%1.39%1.90%Q2 2015Q3 202334
WASHINGTON TRUST BANK 34340.04%1.17%1.94%Q2 2015Q3 202334
Shelter Mutual Insurance Co 34340.78%2.40%3.18%Q1 2015Q2 202334
TRUST CO OF OKLAHOMA 21130.46%1.00%1.53%Q1 2015Q3 202334
Court Place Advisors, LLC 34340.09%0.14%0.19%Q2 2015Q3 202334
MCF Advisors LLC 18160.00%0.06%1.98%Q1 2015Q3 202334
COURIER CAPITAL LLC 34340.22%0.36%0.50%Q2 2015Q3 202334
Tredje AP-fonden 34340.07%0.44%0.74%Q2 2015Q3 202334
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 34340.19%0.40%0.55%Q2 2015Q3 202334
Aspen Investment Management Inc 34340.26%0.45%0.60%Q2 2015Q3 202334
MV CAPITAL MANAGEMENT, INC. 34340.04%0.13%0.26%Q2 2015Q3 202334
FARMERS & MERCHANTS INVESTMENTS INC 34340.44%0.98%1.55%Q2 2015Q3 202334
FAS Wealth Partners, Inc. 34340.20%0.64%1.30%Q2 2015Q3 202334
ENVESTNET ASSET MANAGEMENT INC 34340.04%0.14%0.22%Q2 2015Q3 202334
BRADLEY FOSTER & SARGENT INC/CT 21130.03%0.28%0.88%Q1 2015Q3 202334
Allworth Financial LP 34340.01%0.05%0.19%Q2 2015Q3 202334
NS Partners Ltd 34340.20%1.07%1.99%Q2 2015Q3 202334
Gilman Hill Asset Management, LLC 34340.13%0.31%0.62%Q2 2015Q3 202334
Stratos Wealth Partners, LTD. 2950.04%0.07%0.14%Q1 2015Q3 202334
Point72 Asset Management, L.P. 1410.00%0.16%0.66%Q1 2015Q3 202334
Johnson Financial Group, Inc. 34340.01%0.05%0.13%Q2 2015Q3 202334
CI INVESTMENTS INC. 22120.13%0.49%1.13%Q1 2015Q3 202334
Mariner, LLC 34340.05%0.23%0.48%Q2 2015Q3 202334
MARCO INVESTMENT MANAGEMENT LLC 34340.89%1.61%2.38%Q2 2015Q3 202334
MACKENZIE FINANCIAL CORP 3130.00%0.17%0.44%Q1 2015Q3 202334
Reynders McVeigh Capital Management, LLC 34340.06%0.44%1.53%Q2 2015Q3 202334
AMERICAN NATIONAL BANK 34340.98%1.72%2.73%Q2 2015Q3 202334
FIRST FOUNDATION ADVISORS 34340.05%1.35%2.09%Q2 2015Q3 202334
Rehmann Capital Advisory Group 19150.07%0.10%0.13%Q1 2015Q3 202334
AllSquare Wealth Management LLC 2590.03%0.08%0.25%Q1 2015Q3 202334
Profit Investment Management, LLC 22120.06%0.26%0.62%Q1 2015Q3 202334
HIGHLAND CAPITAL MANAGEMENT, LLC 34340.10%0.22%0.77%Q1 2015Q2 202334
SAWGRASS ASSET MANAGEMENT LLC 2770.09%0.14%0.25%Q1 2015Q3 202334
CHARTWELL INVESTMENT PARTNERS, LLC 22120.11%0.16%0.22%Q4 2014Q3 202334
QUADRANT CAPITAL GROUP LLC 34340.04%0.09%0.24%Q2 2015Q3 202334
Linscomb & Williams, Inc. 34340.04%0.23%0.38%Q2 2015Q3 202334
BOKF, NA 2590.11%0.23%0.42%Q1 2015Q3 202334
Tradewinds Capital Management, LLC 34340.01%0.02%0.07%Q2 2015Q3 202334
Advisory Services Network, LLC 2770.06%0.18%0.29%Q1 2015Q3 202334
Veritable, L.P. 34340.05%0.10%0.35%Q1 2015Q2 202334
CANADA PENSION PLAN INVESTMENT BOARD 34340.03%0.29%0.52%Q2 2015Q3 202334
J.P. Morgan Private Wealth Advisors LLC 3310.18%0.38%0.60%Q1 2015Q3 202334
PHILADELPHIA TRUST CO 34340.13%1.69%2.82%Q2 2015Q3 202334
Hanson & Doremus Investment Management 34340.38%0.51%0.73%Q2 2015Q3 202334
Baird Financial Group, Inc. 34340.06%0.16%0.30%Q2 2015Q3 202334
Essex Financial Services, Inc. 34340.10%0.31%0.50%Q2 2015Q3 202334
Aull & Monroe Investment Management Corp 34340.11%0.20%0.26%Q1 2015Q2 202334
Murphy Pohlad Asset Management LLC 34342.20%3.07%3.86%Q2 2015Q3 202334
THRIVENT FINANCIAL FOR LUTHERANS 3220.00%0.41%0.80%Q1 2015Q3 202334
Tarbox Family Office, Inc. 34340.05%0.19%0.49%Q1 2015Q2 202334
SCHWARTZ INVESTMENT COUNSEL INC 34341.05%2.77%3.89%Q2 2015Q3 202334
Manchester Capital Management LLC 34340.00%0.05%0.12%Q2 2015Q3 202334
SCHULHOFF & CO INC 34340.59%0.85%1.20%Q2 2015Q3 202334
CHILTON INVESTMENT CO INC. 2860.01%0.27%3.04%Q1 2015Q3 202334
CRAWFORD INVESTMENT COUNSEL INC 3310.01%1.80%2.24%Q1 2015Q3 202334
Boston Trust Walden Corp 3130.15%0.58%0.81%Q1 2015Q3 202334
STOCK YARDS BANK & TRUST CO 2770.02%0.36%1.33%Q1 2015Q3 202334
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 2770.00%0.83%1.88%Q1 2015Q3 202334
HARTLINE INVESTMENT CORP/ 3040.10%0.49%0.82%Q1 2015Q3 202334
MITCHELL SINKLER & STARR/PA 34340.14%0.47%0.69%Q1 2015Q2 202334
Colonial Trust Advisors 2950.01%0.38%0.80%Q4 2014Q3 202334
CENTRAL SECURITIES CORP 34341.77%2.98%4.44%Q2 2015Q3 202334
Indiana Trust & Investment Management CO 3130.17%0.26%0.32%Q1 2015Q3 202334
Aviance Capital Partners, LLC 34340.06%0.30%0.84%Q2 2015Q3 202334
Kistler-Tiffany Companies, LLC 34340.03%0.08%0.18%Q1 2015Q2 202334
JUPITER ASSET MANAGEMENT LTD 3040.01%0.52%1.45%Q1 2015Q3 202334
MIDDLETON & CO INC/MA 34340.03%0.09%0.15%Q1 2015Q2 202334
CULLINAN ASSOCIATES INC 34340.33%0.66%0.81%Q2 2015Q3 202334
Northstar Group, Inc. 3130.05%0.17%0.36%Q1 2015Q3 202334
ISTHMUS PARTNERS, LLC 1811.14%1.77%2.36%Q4 2014Q3 202334
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2950.10%0.44%0.85%Q1 2015Q3 202334
JFS WEALTH ADVISORS, LLC 34340.00%0.02%0.12%Q2 2015Q3 202334
First Financial Bank - Trust Division 2770.07%0.19%0.60%Q1 2015Q4 202334
Harfst & Associates, Inc. 34340.12%0.35%0.97%Q2 2015Q3 202334
ROFFMAN MILLER ASSOCIATES INC /PA/ 34341.66%2.45%2.95%Q2 2015Q3 202334
PROFESSIONAL ADVISORY SERVICES INC 34340.04%3.09%3.62%Q1 2015Q2 202334
Trust Co 34340.01%0.02%0.04%Q2 2015Q3 202334
FINANCIAL COUNSELORS INC 2860.33%0.43%0.64%Q1 2015Q3 202334
CKW FINANCIAL GROUP 2770.00%0.01%0.03%Q1 2015Q3 202334
STIFEL FINANCIAL CORP 3040.21%0.42%0.64%Q1 2015Q3 202334
WESBANCO BANK INC 23110.04%0.25%0.57%Q1 2015Q3 202334
Arizona State Retirement System 33330.25%0.37%0.52%Q3 2015Q3 202333
BLACKHILL CAPITAL INC 33330.21%0.34%0.49%Q1 2015Q1 202333
MASSMUTUAL TRUST CO FSB/ADV 2910.19%0.40%0.55%Q1 2015Q4 202333
Tekla Capital Management LLC 32320.20%1.61%2.42%Q3 2015Q2 202333
L. Roy Papp & Associates, LLP 33330.06%0.12%0.19%Q3 2015Q3 202333
MARTINGALE ASSET MANAGEMENT L P 3120.01%0.51%1.01%Q4 2014Q3 202333
American Assets Investment Management, LLC 33330.63%1.28%2.20%Q3 2015Q3 202333
Cambridge Investment Research Advisors, Inc. 33330.06%0.08%0.15%Q3 2015Q3 202333
Hemenway Trust Co LLC 21120.02%0.35%1.44%Q4 2014Q3 202333
JCIC Asset Management Inc. 23100.00%0.99%4.36%Q1 2015Q3 202333
Rhenman & Partners Asset Management AB 2851.30%2.25%3.17%Q2 2015Q3 202333
Cambridge Advisors Inc. 33330.17%0.30%0.51%Q3 2015Q3 202333
PITTENGER & ANDERSON INC 33330.00%0.20%0.25%Q2 2015Q2 202333
FIRST CITIZENS BANK & TRUST CO 33330.01%0.15%0.44%Q1 2015Q1 202333
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 33330.09%0.92%1.28%Q1 2015Q1 202333
VICUS CAPITAL 2580.08%0.78%1.50%Q1 2015Q3 202333
LOS ANGELES CAPITAL MANAGEMENT LLC 3120.00%0.12%0.34%Q1 2015Q3 202333
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 19140.16%1.00%1.60%Q2 2015Q3 202333
Parkside Financial Bank & Trust 33330.02%0.09%0.18%Q3 2015Q3 202333
TORONTO DOMINION BANK 2850.01%0.12%0.40%Q1 2015Q3 202333
Versant Capital Management, Inc 33330.00%0.03%0.10%Q4 2015Q4 202333
BAR HARBOR WEALTH MANAGEMENT 3120.02%0.12%0.66%Q1 2015Q3 202333
MCRAE CAPITAL MANAGEMENT INC 33332.73%3.86%5.39%Q1 2015Q1 202333
SSI INVESTMENT MANAGEMENT LLC 33330.02%0.03%0.04%Q2 2015Q2 202333
GAMBLE JONES INVESTMENT COUNSEL 3210.06%0.08%0.12%Q3 2014Q4 202233
FACTORY MUTUAL INSURANCE CO 2510.23%0.78%1.67%Q1 2015Q3 202333
LS Investment Advisors, LLC 3030.04%0.85%1.26%Q1 2015Q3 202333
TCI Wealth Advisors, Inc. 3030.06%0.28%0.70%Q2 2015Q3 202333
SECTORAL ASSET MANAGEMENT INC 2670.32%1.31%4.42%Q1 2015Q3 202333
SECURITY ASSET MANAGEMENT 33330.20%0.75%2.58%Q1 2015Q1 202333
CONFLUENCE INVESTMENT MANAGEMENT LLC 33330.22%0.32%0.42%Q3 2015Q3 202333
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC 33330.05%0.06%0.08%Q3 2015Q3 202333
Cutter & CO Brokerage, Inc. 33330.87%1.21%1.57%Q1 2015Q1 202333
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 33330.07%0.29%0.45%Q1 2015Q1 202333
COMMUNITY TRUST & INVESTMENT CO 1750.20%1.98%3.13%Q1 2015Q3 202333
Endurance Wealth Management, Inc. 33330.02%0.03%0.04%Q2 2015Q2 202333
Horrell Capital Management, Inc. 33330.00%0.03%0.04%Q3 2015Q3 202333
Janney Montgomery Scott LLC 2910.11%0.25%0.36%Q1 2015Q3 202333
TSP Capital Management Group, LLC 33330.25%0.56%0.82%Q1 2015Q1 202333
First City Capital Management, Inc. 33330.22%0.43%0.58%Q3 2015Q3 202333
JOHNSON INVESTMENT COUNSEL INC 33330.05%0.95%2.28%Q3 2015Q3 202333
COMPTON CAPITAL MANAGEMENT INC /RI 33330.66%1.19%2.72%Q1 2015Q1 202333
J.P. Marvel Investment Advisors, LLC 1720.97%1.60%2.16%Q4 2014Q3 202333
PARSONS CAPITAL MANAGEMENT INC/RI 21120.13%0.32%0.50%Q2 2015Q3 202333
ADVISORY RESEARCH INC 3020.04%0.27%1.19%Q4 2014Q3 202332
BLAIR WILLIAM & CO/IL 32320.03%0.19%0.31%Q4 2015Q3 202332
CWM, LLC 2480.00%0.21%0.44%Q3 2015Q3 202332
GOFEN & GLOSSBERG LLC /IL/ 32320.02%0.04%0.09%Q1 2015Q4 202232
Sheaff Brock Investment Advisors, LLC 32320.08%0.26%0.48%Q4 2015Q3 202332
Redmond Asset Management, LLC 2840.18%0.73%1.10%Q1 2015Q3 202332
SUMMITRY LLC 2720.03%2.11%3.15%Q1 2015Q3 202332
PGGM Investments 2520.04%0.57%1.44%Q1 2015Q3 202332
CCM INVESTMENT ADVISERS LLC 32320.04%1.74%2.42%Q4 2014Q3 202232
CITIZENS FINANCIAL GROUP INC/RI 32320.02%0.04%0.08%Q4 2015Q3 202332
Dynamic Advisor Solutions LLC 32320.08%0.11%0.21%Q4 2015Q3 202332
GIRARD PARTNERS LTD. 2210.04%0.12%0.20%Q2 2015Q3 202332
Hikari Tsushin, Inc. 2481.10%1.86%2.96%Q3 2015Q3 202332
Private Harbour Investment Management & Counsel, LLC 32321.04%2.39%3.56%Q1 2015Q4 202232
Ballentine Partners, LLC 2720.02%0.03%0.04%Q1 2015Q3 202332
DUPONT CAPITAL MANAGEMENT CORP 32320.02%0.21%0.66%Q1 2015Q4 202232
SALEM INVESTMENT COUNSELORS INC 1950.01%0.02%0.06%Q2 2015Q3 202332
PEAK6 Group LLC 14140.00%0.07%0.21%Q1 2015Q2 201832
Wellington Shields Capital Management, LLC 2930.01%0.07%0.15%Q1 2015Q3 202332
BURKE & HERBERT BANK & TRUST CO 3110.14%0.38%0.88%Q1 2015Q2 202332
Eliot Finkel Investment Counsel, LLC 32321.41%2.80%4.29%Q4 2015Q3 202332
NIXON PEABODY TRUST CO 32321.23%1.64%2.40%Q4 2015Q3 202332
Anchor Investment Management, LLC 32320.53%0.64%0.78%Q1 2016Q4 202332
First PREMIER Bank 32320.11%0.21%0.34%Q4 2015Q3 202332
Bristlecone Advisors, LLC 32320.19%0.52%0.88%Q4 2015Q3 202332
Sequoia Financial Advisors, LLC 32320.04%0.14%0.41%Q4 2015Q3 202332
Asset Dedication, LLC 32320.00%0.01%0.08%Q4 2015Q3 202332
MOGY JOEL R INVESTMENT COUNSEL INC 32320.03%0.19%0.66%Q1 2015Q4 202232
BALDWIN BROTHERS LLC/MA 2530.00%1.10%2.02%Q4 2014Q4 202332
MEEDER ASSET MANAGEMENT INC 2570.01%0.42%0.96%Q3 2015Q3 202332
NORTHEAST INVESTMENT MANAGEMENT 2570.01%0.04%0.08%Q1 2015Q1 202332
ALETHEA CAPITAL MANAGEMENT, LLC 32320.19%0.49%1.75%Q4 2015Q3 202332
Stonebridge Capital Advisors LLC 32320.15%0.99%1.44%Q4 2015Q3 202332
Hilltop Holdings Inc. 2210.05%0.12%0.25%Q1 2015Q3 202332
FRG Family Wealth Advisors LLC 32320.34%0.70%1.04%Q4 2015Q3 202332
Hudock, Inc. 3110.05%0.09%0.10%Q1 2015Q2 202332
NORTHSTAR ASSET MANAGEMENT LLC 32320.21%0.56%1.09%Q4 2015Q3 202332
Andra AP-fonden 1260.10%0.21%0.33%Q1 2015Q3 202332
Bridge Creek Capital Management LLC 32321.15%1.54%1.85%Q4 2015Q3 202332
DELTA CAPITAL MANAGEMENT LLC 32321.55%2.55%3.42%Q4 2015Q3 202332
DIVIDEND ASSETS CAPITAL, LLC 2480.01%1.00%2.01%Q1 2015Q3 202332
JNBA Financial Advisors 32320.06%0.69%1.50%Q4 2015Q3 202332
Hedeker Wealth, LLC 3010.01%1.02%1.99%Q2 2015Q3 202332
Jackson, Grant Investment Advisers, Inc. 32320.08%0.20%0.35%Q4 2015Q3 202332
EVERENCE CAPITAL MANAGEMENT INC 1960.02%0.46%0.92%Q2 2015Q3 202331
CORBYN INVESTMENT MANAGEMENT INC/MD 31310.98%2.02%3.45%Q1 2016Q3 202331
Exchange Capital Management, Inc. 3010.00%0.52%1.22%Q1 2015Q3 202331
SIT INVESTMENT ASSOCIATES INC 20110.24%0.91%2.50%Q1 2015Q3 202331
IFP Advisors, Inc 17140.02%0.07%0.14%Q4 2015Q3 202331
Vigilant Capital Management, LLC 31310.02%0.26%1.62%Q4 2015Q2 202331
F&V Capital Management, LLC 31311.99%3.21%4.65%Q1 2016Q3 202331
Stanley-Laman Group, Ltd. 2620.04%0.27%0.76%Q2 2015Q3 202331
Clarkston Capital Partners, LLC 18130.21%0.40%1.09%Q1 2015Q3 202331
COLRAIN CAPITAL LLC 31310.85%2.78%3.41%Q1 2015Q3 202231
Avidian Wealth Solutions, LLC 2810.07%0.23%0.51%Q2 2015Q3 202331
Prospera Financial Services Inc 31310.05%0.29%0.88%Q1 2016Q3 202331
Freestone Capital Holdings, LLC 2740.01%0.15%0.45%Q4 2015Q3 202331
NWAM LLC 1610.01%0.06%0.13%Q1 2015Q3 202331
1834 INVESTMENT ADVISORS CO 31310.01%0.27%0.93%Q4 2014Q2 202231
SOL Capital Management CO 31310.05%0.12%0.25%Q1 2015Q3 202231
Sutton Wealth Advisors Inc. 31310.00%0.04%0.12%Q1 2016Q3 202331
INTEGRAL DERIVATIVES, LLC 14140.00%0.03%0.08%Q4 2014Q1 201831
Simmons Bank 31310.02%0.05%0.10%Q1 2016Q3 202331
BARINGS LLC 31310.01%0.08%0.33%Q1 2015Q3 202231
BANK OF NOVA SCOTIA TRUST CO 2560.06%0.84%1.40%Q1 2015Q3 202331
Family Management Corp 19120.08%1.38%3.81%Q2 2015Q3 202331
BRIGHTON JONES LLC 2650.02%0.05%0.09%Q3 2015Q3 202331
KING LUTHER CAPITAL MANAGEMENT CORP 31310.05%0.45%1.53%Q1 2016Q3 202331
DOWLING & YAHNKE LLC 31310.13%0.24%0.45%Q1 2015Q3 202231
COMERICA BANK 31310.18%0.27%0.40%Q2 2015Q4 202231
WELCH & FORBES LLC 2110.13%0.26%0.40%Q1 2015Q3 202331
Strategic Financial Services, Inc, 31310.14%0.63%1.10%Q1 2015Q3 202231
TD ASSET MANAGEMENT INC 31310.09%0.23%0.53%Q1 2016Q3 202331
VESTOR CAPITAL, LLC 19120.01%1.95%3.71%Q3 2015Q2 202331
Glassman Wealth Services 31310.04%0.10%0.16%Q2 2015Q4 202231
Tower Research Capital LLC (TRC) 1520.00%0.10%0.30%Q1 2015Q3 202331
Cetera Investment Advisers 25250.00%0.10%0.24%Q3 2017Q3 202331
FOUNDERS CAPITAL MANAGEMENT, LLC 31310.14%1.33%3.46%Q1 2016Q3 202331
Bison Wealth, LLC 3010.09%0.23%0.44%Q1 2015Q3 202331
Caprock Group, LLC 31310.18%0.32%0.43%Q1 2016Q3 202331
Gotham Asset Management, LLC 2710.00%0.36%0.92%Q1 2015Q3 202331
DekaBank Deutsche Girozentrale 1660.34%0.61%0.86%Q1 2015Q3 202331
EATON VANCE MANAGEMENT 31310.13%0.48%1.28%Q1 2015Q3 202231
FIRST MERCHANTS CORP 31310.17%0.50%0.82%Q1 2015Q3 202231
FIDUCIARY TRUST CO 31310.06%0.14%0.25%Q1 2016Q3 202331
VALICENTI ADVISORY SERVICES INC 31310.50%2.25%3.64%Q1 2016Q3 202331
LOOMIS SAYLES & CO L P 2470.00%0.08%0.22%Q1 2015Q3 202331
MUFG Americas Holdings Corp 31310.34%0.52%0.64%Q1 2015Q3 202231
Motley Fool Asset Management LLC 1290.87%1.77%3.27%Q3 2015Q3 202331
Pointe Capital Management LLC 2720.19%0.41%0.61%Q1 2015Q3 202331
CONDOR CAPITAL MANAGEMENT 31310.19%0.28%0.36%Q1 2015Q3 202231
LOGAN CAPITAL MANAGEMENT INC 1960.02%0.23%0.52%Q4 2014Q3 202331
Geneos Wealth Management Inc. 31310.03%0.10%0.34%Q1 2016Q3 202331
NORGES BANK 3010.26%0.38%0.48%Q1 2015Q4 202231
Compagnie Lombard Odier SCmA 31310.08%0.34%0.56%Q1 2016Q3 202331
Perigon Wealth Management, LLC 1510.01%0.05%0.11%Q3 2011Q3 202330
Bellevue Group AG 30300.42%1.81%4.61%Q2 2016Q3 202330
ALERUS FINANCIAL NA 30300.42%0.74%0.97%Q2 2016Q3 202330
GAM Holding AG 2460.03%0.58%1.21%Q3 2015Q3 202330
Thomasville National Bank 2710.02%0.15%0.87%Q1 2015Q3 202330
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 18120.00%0.09%0.28%Q1 2015Q3 202330
ADVISOR PARTNERS LLC 30300.16%0.38%0.66%Q1 2015Q2 202230
Nicholas Hoffman & Company, LLC. 30300.01%0.28%0.68%Q2 2016Q3 202330
Proficio Capital Partners LLC 15150.03%0.07%0.13%Q4 2015Q2 202330
MCDANIEL TERRY & CO 30300.07%0.10%0.18%Q2 2016Q3 202330
COHEN & STEERS, INC. 2190.00%0.01%0.06%Q1 2015Q3 202330
Calamos Wealth Management LLC 30300.05%0.25%0.71%Q2 2016Q3 202330
HALL LAURIE J TRUSTEE 1320.19%0.58%1.89%Q1 2015Q3 202330
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 30300.36%0.49%0.65%Q2 2016Q3 202330
PITCAIRN CO 2460.02%0.09%0.21%Q3 2015Q3 202330
BAILARD, INC. 30300.21%0.37%0.53%Q2 2016Q3 202330
WRAPMANAGER INC 2640.07%0.15%0.20%Q4 2015Q3 202330
INGALLS & SNYDER LLC 30300.02%0.13%0.28%Q2 2016Q3 202330
Frontier Wealth Management LLC 30300.07%0.42%0.76%Q1 2015Q2 202230
YHB Investment Advisors, Inc. 30300.05%0.19%0.36%Q2 2016Q3 202330
Jacobi Capital Management LLC 30300.02%0.11%0.23%Q2 2016Q3 202330
HIGHBRIDGE CAPITAL MANAGEMENT LLC 860.00%0.04%0.51%Q1 2015Q3 201830
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 30300.06%0.35%0.47%Q1 2015Q2 202230
SevenBridge Financial Group, LLC 30300.07%0.20%0.48%Q2 2016Q3 202330
Citizens Business Bank 30300.06%0.18%0.33%Q1 2015Q2 202230
REGENTATLANTIC CAPITAL LLC 30300.04%0.19%0.46%Q2 2015Q3 202230
Janney Capital Management LLC 2280.01%0.40%1.16%Q1 2015Q3 202330
ZACKS INVESTMENT MANAGEMENT 2280.13%0.70%1.09%Q1 2015Q3 202330
TWIN CAPITAL MANAGEMENT INC 1420.02%0.21%0.53%Q4 2014Q3 202330
Balentine LLC 1450.00%0.03%0.08%Q1 2015Q3 202330
WMS Partners, LLC 2320.02%0.06%0.11%Q2 2015Q3 202330
BerganKDV Wealth Management, LLC 30300.12%0.51%0.90%Q1 2016Q2 202330
WealthPLAN Partners, LLC 2110.00%0.61%1.23%Q1 2015Q3 202330
ALLSTATE CORP 20100.02%0.20%0.61%Q1 2015Q3 202330
MURPHY CAPITAL MANAGEMENT INC 30300.03%0.06%0.16%Q1 2015Q2 202230
Winch Advisory Services, LLC 2910.01%0.35%2.38%Q1 2016Q3 202330
HM PAYSON & CO 2010.04%0.29%1.08%Q1 2015Q3 202329
PARAMETRIC PORTFOLIO ASSOCIATES LLC 29290.17%0.27%0.36%Q1 2015Q1 202229
TRUSTCO BANK CORP N Y 1910.96%1.39%1.87%Q1 2015Q3 202329
Ally Financial Inc. 1520.13%0.48%0.73%Q2 2015Q3 202329
ACG Wealth 2230.03%0.05%0.10%Q1 2015Q3 202229
AMERICAN NATIONAL INSURANCE CO 29290.19%0.34%0.43%Q1 2015Q1 202229
CLARK ESTATES INC/NY 2270.24%3.31%6.56%Q1 2015Q3 202329
NICHOLAS COMPANY, INC. 29290.17%1.17%1.46%Q3 2016Q3 202329
CLEAR STREET MARKETS LLC 1110.00%0.09%0.52%Q1 2015Q2 202329
Bell Bank 2720.03%0.14%0.38%Q1 2015Q3 202229
FORT PITT CAPITAL GROUP, LLC 29291.96%3.00%3.83%Q4 2015Q4 202229
Vident Investment Advisory, LLC 2450.01%0.11%0.27%Q2 2015Q2 202329
EAGLE ASSET MANAGEMENT INC 29290.08%0.42%0.84%Q3 2016Q3 202329
GUYASUTA INVESTMENT ADVISORS INC 29290.02%0.04%0.06%Q3 2016Q3 202329
NorthRock Partners, LLC 1740.03%0.09%0.31%Q1 2015Q3 202329
ACADIAN ASSET MANAGEMENT LLC 2720.00%0.12%0.71%Q1 2015Q3 202329
HANCOCK WHITNEY CORP 2180.09%0.66%1.04%Q1 2015Q3 202329
BUCKINGHAM STRATEGIC WEALTH, LLC 2810.01%0.06%0.13%Q2 2016Q3 202329
Azimuth Capital Management LLC 29290.02%0.30%1.00%Q1 2015Q1 202229
WESTWOOD HOLDINGS GROUP INC 2310.00%0.65%1.31%Q2 2015Q3 202329
American National Registered Investment Advisor, Inc. 29290.18%0.26%0.40%Q1 2015Q1 202229
People's United Financial, Inc. 29290.06%0.45%1.00%Q1 2015Q1 202229
VIRGINIA RETIREMENT SYSTEMS ET AL 2410.03%0.14%0.31%Q1 2015Q3 202229
Brandywine Global Investment Management, LLC 1840.00%0.22%0.45%Q1 2015Q3 202329
AGF INVESTMENTS INC. 29290.01%0.14%0.92%Q1 2015Q1 202229
NTV ASSET MANAGEMENT LLC 29290.24%0.44%0.70%Q3 2016Q3 202329
Financial Management Professionals, Inc. 1410.00%0.01%0.06%Q1 2015Q3 202329
IBM Retirement Fund 29290.29%0.47%0.62%Q1 2015Q1 202229
CHEMUNG CANAL TRUST CO 2630.05%1.14%2.33%Q1 2015Q4 202329
Supplemental Annuity Collective Trust of NJ 17120.31%0.55%0.74%Q1 2015Q3 202329
WestEnd Advisors, LLC 29290.88%2.58%4.87%Q3 2016Q3 202329
PARK AVENUE SECURITIES LLC 2630.04%0.09%0.18%Q2 2016Q3 202329
Lido Advisors, LLC 25250.01%0.03%0.08%Q3 2017Q3 202329
TWO SIGMA ADVISERS, LP 29290.00%0.46%1.16%Q3 2016Q3 202329
ELCO Management Co., LLC 29290.51%1.09%1.92%Q3 2016Q3 202329
Maple Capital Management, Inc. 2710.03%1.06%2.05%Q4 2014Q3 202329
Glenview Trust Co 2810.14%0.58%1.08%Q4 2015Q3 202329
LINCOLN NATIONAL CORP 2720.01%0.02%0.04%Q2 2016Q3 202329
AMALGAMATED BANK 2110.23%0.35%0.45%Q1 2015Q3 202329
Connor, Clark & Lunn Investment Management Ltd. 1420.00%0.09%0.36%Q2 2015Q3 202329
WINTON GROUP Ltd 2010.01%0.10%0.45%Q1 2015Q2 202329
Legal & General Group Plc 28280.27%0.41%0.52%Q4 2016Q3 202328
NewSquare Capital LLC 1210.00%0.00%0.03%Q1 2015Q2 202328
CIGNA INVESTMENTS INC /NEW 28280.25%0.34%0.44%Q4 2016Q3 202328
Capital Research Global Investors 28280.14%0.48%0.87%Q4 2016Q3 202328
CREATIVE FINANCIAL DESIGNS INC /ADV 28280.07%0.17%0.23%Q4 2016Q3 202328
Alley Co LLC 28281.18%1.66%2.11%Q1 2015Q4 202128
Copeland Capital Management, LLC 28280.16%0.38%1.38%Q1 2015Q4 202128
Parallel Advisors, LLC 28280.04%0.07%0.10%Q4 2016Q3 202328
FIRST QUADRANT LLC/CA 28280.01%0.06%0.42%Q1 2015Q4 202128
LEVEL FOUR ADVISORY SERVICES, LLC 28280.08%0.20%0.31%Q4 2016Q3 202328
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 1810.01%0.02%0.03%Q1 2015Q3 202328
BECKER CAPITAL MANAGEMENT INC 2310.01%0.60%1.35%Q1 2015Q3 202328
GUARDIAN CAPITAL LP 28280.11%0.16%0.23%Q1 2015Q4 202128
INTACT INVESTMENT MANAGEMENT INC. 28280.03%0.17%0.39%Q4 2015Q3 202228
Barrett Asset Management, LLC 28280.00%0.01%0.01%Q1 2015Q4 202128
Baystate Wealth Management LLC 28280.00%0.01%0.03%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.09%0.15%0.21%Q4 2016Q3 202328
Ipswich Investment Management Co., Inc. 2130.06%0.11%0.15%Q4 2015Q3 202328
Carroll Financial Associates, Inc. 28280.11%0.17%0.22%Q1 2015Q4 202128
BOOTHBAY FUND MANAGEMENT, LLC 1410.01%0.13%0.39%Q1 2016Q3 202328
Round Hill Asset Management 28282.83%3.50%4.10%Q4 2016Q3 202328
GRIFFIN ASSET MANAGEMENT, INC. 2620.17%0.60%1.07%Q3 2015Q3 202328
Good Life Advisors, LLC 28280.03%0.24%0.42%Q4 2016Q3 202328
LORD, ABBETT & CO. LLC 28280.11%0.41%0.81%Q1 2015Q4 202128
Perennial Advisors, LLC 28281.24%1.79%2.29%Q4 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.02%0.26%0.67%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.11%0.35%0.55%Q4 2016Q3 202328
CIBC WORLD MARKETS CORP 28280.02%0.40%1.10%Q4 2016Q3 202328
IHT Wealth Management, LLC 28280.04%0.10%0.38%Q4 2016Q3 202328
Abbrea Capital, LLC 28280.07%0.12%0.17%Q4 2016Q3 202328
LCNB CORP 28280.21%0.29%0.38%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.08%0.24%0.67%Q4 2016Q3 202328
FIRST MIDWEST BANK TRUST DIVISION 28280.06%0.13%0.33%Q1 2015Q4 202128
CONCENTRIC WEALTH MANAGEMENT, LLC 28280.67%0.98%1.35%Q4 2016Q3 202328
Alpha Omega Wealth Management LLC 28280.06%0.11%0.16%Q4 2016Q3 202328
Lombard Odier Asset Management (Switzerland) SA 1310.03%1.02%4.12%Q1 2015Q3 202328
Russell Investments Group, Ltd. 28280.24%0.38%0.53%Q4 2016Q3 202328
Moloney Securities Asset Management, LLC 28280.26%0.45%0.80%Q4 2016Q3 202328
MAR VISTA INVESTMENT PARTNERS LLC 28280.06%0.15%0.30%Q3 2016Q2 202328
Cubic Asset Management, LLC 28280.54%1.26%1.82%Q4 2016Q3 202328
Independent Advisor Alliance 28280.00%0.29%0.68%Q4 2016Q3 202328
NEXT Financial Group, Inc 28280.03%0.18%0.61%Q1 2015Q4 202128
Transamerica Financial Advisors, Inc. 1610.01%0.06%0.11%Q1 2015Q3 202328
VAN ECK ASSOCIATES CORP 28280.05%0.32%0.62%Q4 2016Q3 202328
HOWE & RUSLING INC 28280.00%0.52%1.52%Q4 2015Q3 202228
TDAM USA INC. 28280.13%0.54%1.04%Q1 2015Q4 202128
Ridgewood Investments LLC 28280.21%0.41%0.80%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.00%0.04%0.11%Q1 2016Q4 202228
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 28280.15%0.43%0.94%Q4 2016Q3 202328
UNITED SERVICES AUTOMOBILE ASSOCIATION 2010.06%0.43%0.73%Q1 2015Q3 202328
First Washington CORP 28281.29%1.92%2.48%Q4 2016Q3 202328
Pflug Koory, LLC 28280.55%0.81%1.94%Q4 2016Q3 202328
Motley Fool Wealth Management, LLC 28280.51%0.93%1.36%Q2 2015Q1 202228
Diversified Trust Co 28280.05%0.43%0.81%Q1 2017Q4 202328
HBK Sorce Advisory LLC 2710.04%0.08%0.15%Q3 2016Q3 202328
ARCADIA INVESTMENT MANAGEMENT CORP/MI 2260.00%0.02%0.05%Q2 2015Q3 202228
Avantax Planning Partners, Inc. 28280.02%0.04%0.05%Q4 2016Q3 202328
Radnor Capital Management, LLC 28280.10%0.28%0.73%Q4 2016Q3 202328
Archford Capital Strategies, LLC 18100.02%0.31%0.73%Q1 2015Q1 202228
PEOPLES BANK /OH 2210.12%0.17%0.22%Q4 2015Q3 202327
Edge Wealth Management LLC 27270.14%0.50%1.08%Q3 2015Q1 202227
First Command Bank 27270.01%0.05%0.13%Q4 2016Q2 202327
BCWM, LLC 27271.45%2.39%3.30%Q1 2017Q3 202327
SECURITY NATIONAL TRUST CO 27270.01%0.02%0.02%Q1 2015Q3 202127
AE Wealth Management LLC 27270.02%0.05%0.12%Q1 2017Q3 202327
Brinker Capital Investments, LLC 1110.00%0.05%0.23%Q1 2015Q4 202227
FLPUTNAM INVESTMENT MANAGEMENT CO 2070.02%0.09%0.31%Q1 2015Q3 202327
New England Research & Management, Inc. 2030.52%0.72%1.01%Q1 2015Q3 202327
Fiduciary Group LLC 27270.19%0.63%0.92%Q1 2017Q3 202327
SMITH SHELLNUT WILSON LLC /ADV 2160.14%0.28%0.46%Q4 2016Q3 202327
AMP Capital Investors Ltd 27270.26%0.32%0.40%Q1 2015Q3 202127
Cascade Investment Advisors, Inc. 2610.00%0.88%1.25%Q2 2016Q3 202327
BANK OF HAWAII 2070.02%0.08%0.24%Q1 2015Q3 202327
First Bank & Trust 2340.01%0.07%0.40%Q4 2016Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.04%0.36%0.74%Q1 2017Q3 202327
First Command Financial Services, Inc. 27270.00%0.05%0.13%Q4 2016Q2 202327
NewEdge Advisors, LLC 2610.04%0.09%0.25%Q3 2016Q3 202327
Chicago Partners Investment Group LLC 1720.01%0.02%0.04%Q4 2014Q3 202327
Waldron Private Wealth LLC 2510.02%0.05%0.13%Q4 2015Q3 202327
FLAGSHIP HARBOR ADVISORS, LLC 27270.06%0.12%0.20%Q1 2017Q3 202327
Focused Wealth Management, Inc 16110.01%0.02%0.04%Q1 2015Q3 202327
Kingsview Wealth Management, LLC 1760.00%0.37%0.72%Q4 2017Q3 202327
WEALTHSOURCE PARTNERS, LLC 1890.03%0.09%0.18%Q1 2016Q1 202327
EXENCIAL WEALTH ADVISORS, LLC 27270.01%0.19%0.78%Q1 2017Q3 202327
Cerity Partners LLC 27270.02%0.13%0.29%Q1 2017Q3 202327
PALLADIUM PARTNERS LLC 1980.02%0.33%0.84%Q1 2015Q1 202227
State of Alaska, Department of Revenue 27270.03%0.26%0.41%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.03%0.10%0.18%Q4 2016Q3 202327
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 1420.04%0.79%1.82%Q1 2015Q2 202327
Homrich & Berg 27270.02%0.04%0.08%Q1 2015Q3 202127
Argent Trust Co 2210.07%0.25%0.45%Q2 2015Q3 202327
CAPE COD FIVE CENTS SAVINGS BANK 2410.02%0.07%0.28%Q1 2015Q3 202327
FARR MILLER & WASHINGTON LLC/DC 27271.93%2.43%3.08%Q1 2015Q3 202127
MML INVESTORS SERVICES, LLC 27270.05%0.14%0.19%Q1 2017Q3 202327
TOTH FINANCIAL ADVISORY CORP 27270.69%1.11%1.63%Q1 2017Q3 202327
World Asset Management Inc 27270.31%0.42%0.50%Q1 2015Q3 202127
GREENLEAF TRUST 2520.00%0.02%0.04%Q3 2016Q3 202327
REILLY FINANCIAL ADVISORS, LLC 27270.00%0.01%0.06%Q2 2015Q4 202127
TELEMUS CAPITAL, LLC 2410.02%0.12%0.24%Q2 2016Q3 202327
Stillwater Capital Advisors, LLC 26261.72%2.48%3.06%Q1 2016Q2 202226
PHYSICIANS FINANCIAL SERVICES, INC. 26260.12%0.25%0.40%Q4 2015Q1 202226
Snowden Capital Advisors LLC 1880.04%0.11%0.16%Q1 2017Q3 202326
ZEKE CAPITAL ADVISORS, LLC 26260.02%0.24%0.56%Q3 2016Q4 202226
USCA RIA LLC 26260.11%0.28%0.46%Q1 2015Q2 202126
Regal Investment Advisors LLC 1010.01%0.48%0.87%Q1 2015Q3 202326
HighPoint Advisor Group LLC 2510.08%0.22%0.92%Q3 2015Q2 202226
SUN LIFE FINANCIAL INC 26260.00%0.19%0.40%Q4 2016Q1 202326
Bragg Financial Advisors, Inc 26260.02%0.14%0.80%Q1 2015Q2 202126
QS Investors, LLC 26260.05%0.08%0.14%Q1 2015Q2 202126
MARSHALL WACE, LLP 1310.00%0.28%1.22%Q4 2014Q3 202326
GOULD ASSET MANAGEMENT LLC /CA/ 26260.33%0.41%0.52%Q1 2015Q2 202126
MARKSTON INTERNATIONAL LLC 26260.92%1.73%2.09%Q3 2015Q4 202126
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 26260.70%0.86%1.16%Q4 2014Q1 202126
LeJeune Puetz Investment Counsel LLC 26260.06%0.12%0.18%Q4 2016Q1 202326
Northside Capital Management, LLC 1790.08%0.42%2.37%Q1 2015Q3 202326
GLENVIEW STATE BANK TRUST DEPT. 26260.18%0.32%0.44%Q1 2015Q2 202126
SKBA CAPITAL MANAGEMENT LLC 26260.04%1.75%2.65%Q2 2017Q3 202326
Roundview Capital LLC 2150.05%0.16%0.31%Q4 2016Q3 202326
Simplicity Solutions, LLC 2410.02%0.13%0.40%Q4 2015Q3 202326
DONALDSON CAPITAL MANAGEMENT, LLC 26260.14%2.15%2.63%Q2 2017Q3 202326
BANK OF STOCKTON 26260.10%0.30%0.40%Q2 2017Q3 202326
CADENCE BANK NA 1410.11%0.16%0.21%Q1 2015Q2 202226
PATTEN & PATTEN INC/TN 2420.02%0.04%0.06%Q1 2017Q3 202326
PRIO WEALTH LIMITED PARTNERSHIP 2020.01%0.06%0.66%Q1 2015Q3 202326
COUNTRY TRUST BANK 1610.00%0.44%1.28%Q1 2015Q4 202326
Diligent Investors, LLC 26260.22%0.40%0.58%Q2 2017Q3 202326
DOLIVER ADVISORS, LP 26260.10%0.29%0.52%Q3 2017Q4 202326
BADGLEY PHELPS & BELL INC 26260.49%0.83%1.08%Q1 2015Q2 202126
KNOTT DAVID M 26260.02%0.04%0.06%Q2 2015Q3 202126
BRIDGES INVESTMENT MANAGEMENT INC 2240.01%0.06%0.15%Q1 2015Q4 202226
PineBridge Investments, L.P. 26260.14%0.41%0.68%Q1 2015Q2 202126
SRS Capital Advisors, Inc. 1070.00%0.07%0.20%Q4 2016Q3 202326
Tortoise Investment Management, LLC 2410.00%0.00%0.01%Q4 2015Q3 202326
ARMSTRONG HENRY H ASSOCIATES INC 26261.54%2.79%3.82%Q2 2017Q3 202326
SCHAFER CULLEN CAPITAL MANAGEMENT INC 26260.08%0.39%2.00%Q4 2014Q1 202126
Montecito Bank & Trust 2010.06%0.18%0.60%Q1 2015Q4 202326
Valtinson Bruner Financial Planning LLC 20200.00%1.49%3.19%Q4 2018Q3 202326
PERKINS CAPITAL MANAGEMENT INC 1320.18%0.39%1.10%Q1 2015Q3 202326
CAPITAL INSIGHT PARTNERS, LLC 26260.61%1.16%1.96%Q1 2017Q2 202326
BP PLC 26260.27%0.55%0.87%Q1 2015Q2 202126
FIL Ltd 26260.00%0.18%0.56%Q1 2015Q2 202126
Magnetar Financial LLC 2210.01%0.40%2.64%Q3 2016Q3 202326
Crossmark Global Holdings, Inc. 2510.36%0.73%1.01%Q3 2016Q3 202326
FIRST MERCANTILE TRUST CO 2240.03%0.34%0.79%Q1 2015Q3 202126
JENSEN INVESTMENT MANAGEMENT INC 26260.00%1.06%5.14%Q2 2014Q3 202026
NORTHSTAR INVESTMENT ADVISORS LLC 26261.48%1.75%2.16%Q1 2015Q2 202126
WESTPAC BANKING CORP 1110.01%0.22%0.79%Q1 2015Q1 202326
Legacy Private Trust Co. 1420.02%0.05%0.21%Q1 2015Q4 202226
Man Group plc 23230.00%0.29%0.92%Q1 2018Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.00%0.16%0.58%Q3 2017Q3 202325
Nelson Capital Management, LLC 25250.00%1.43%2.58%Q3 2017Q3 202325
ATALANTA SOSNOFF CAPITAL, LLC 1530.16%1.40%2.22%Q1 2015Q3 202325
Wills Financial Group, Inc. 2210.30%0.87%1.46%Q1 2015Q3 202325
YorkBridge Wealth Partners, LLC 25250.06%0.17%0.39%Q4 2016Q4 202225
Norway Savings Bank 25250.04%0.08%0.12%Q4 2016Q4 202225
Wealthcare Advisory Partners LLC 25250.02%0.03%0.04%Q3 2017Q3 202325
OneDigital Investment Advisors LLC 2050.02%0.04%0.08%Q2 2017Q3 202325
Corient Capital Partners, LLC 25250.16%0.62%0.95%Q3 2016Q3 202225
SNYDER CAPITAL MANAGEMENT L P 25250.09%0.20%0.46%Q3 2015Q3 202125
AustralianSuper Pty Ltd 2410.04%0.52%2.67%Q1 2017Q3 202325
Fortis Advisors, LLC 13120.00%0.01%0.03%Q1 2017Q3 202325
Cribstone Capital Management, LLC 1870.02%0.28%0.52%Q2 2016Q4 202225
CANANDAIGUA NATIONAL BANK & TRUST CO 2140.18%0.45%0.66%Q1 2015Q4 202325
Venturi Wealth Management, LLC 830.00%0.19%0.73%Q4 2015Q3 202325
PROSPECTOR PARTNERS LLC 25250.68%1.38%2.05%Q3 2017Q3 202325
EXANE DERIVATIVES 1910.00%0.05%0.24%Q1 2015Q2 202225
EARNEST PARTNERS LLC 2410.00%0.00%0.00%Q4 2016Q3 202325
AMUNDI ASSET MANAGEMENT US, INC. 25250.53%0.98%1.56%Q1 2015Q1 202125
HALL CAPITAL MANAGEMENT CO INC 15100.20%0.35%0.49%Q2 2017Q3 202325
THORNBURG INVESTMENT MANAGEMENT INC 2230.09%0.47%1.19%Q3 2015Q3 202325
GREENWOOD CAPITAL ASSOCIATES LLC 14110.02%0.55%1.18%Q4 2014Q3 202325
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 25250.21%0.38%0.51%Q3 2017Q3 202325
BDO Wealth Advisors, LLC 25250.01%0.02%0.04%Q2 2017Q2 202325
DEARBORN PARTNERS LLC 1820.02%0.12%0.34%Q4 2014Q3 202325
Bogart Wealth, LLC 25250.03%0.26%0.41%Q3 2017Q3 202325
abrdn plc 25250.19%0.47%0.74%Q3 2017Q3 202325
TOCQUEVILLE ASSET MANAGEMENT L.P. 14110.00%0.03%0.20%Q4 2014Q3 202325
Valeo Financial Advisors, LLC 25250.06%0.11%0.15%Q3 2017Q3 202325
First Eagle Investment Management, LLC 13120.00%0.23%1.24%Q1 2015Q3 202325
Kovack Advisors, Inc. 2410.06%0.11%0.24%Q2 2017Q3 202325
M Holdings Securities, Inc. 1710.06%0.21%0.57%Q1 2015Q2 202325
FORVIS Wealth Advisors, LLC 1710.01%0.06%0.10%Q2 2015Q3 202325
GSA CAPITAL PARTNERS LLP 810.03%0.14%0.37%Q2 2015Q3 202325
Mosaic Family Wealth, LLC 25250.09%0.20%0.38%Q4 2015Q4 202125
Aureus Asset Management, LLC 2210.03%0.05%0.09%Q1 2015Q2 202225
Dorsey & Whitney Trust CO LLC 2411.01%1.83%2.82%Q2 2017Q3 202325
Harrington Investments, INC 25250.75%0.89%1.05%Q3 2017Q3 202325
Regent Investment Management LLC 1410.07%0.16%0.62%Q1 2015Q4 202225
Capula Management Ltd 520.01%0.11%0.47%Q1 2020Q2 202325
KINGS POINT CAPITAL MANAGEMENT 15100.02%0.53%0.97%Q1 2015Q1 202225
Pineno Levin & Ford Asset Management, Inc. 25250.11%0.18%0.24%Q4 2015Q4 202125
BBVA USA Bancshares, Inc. 25250.04%0.45%0.68%Q1 2015Q1 202125
HOMESTEAD ADVISERS CORP 25250.87%1.77%2.42%Q1 2016Q1 202225
Westside Investment Management, Inc. 1510.00%0.24%0.78%Q4 2016Q3 202325
STEPHENS INC /AR/ 25250.27%0.36%0.44%Q3 2017Q3 202325
Randolph Co Inc 2140.06%2.03%3.42%Q1 2015Q3 202225
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 25250.42%0.93%1.73%Q1 2016Q1 202225
Community Bank & Trust, Waco, Texas 2410.12%0.33%0.58%Q4 2015Q3 202325
WINTRUST INVESTMENTS LLC 1620.06%0.10%0.38%Q4 2016Q3 202325
PATHSTONE FAMILY OFFICE, LLC 1510.00%0.03%0.08%Q1 2016Q3 202325
Perpetual Ltd 2010.08%0.18%0.95%Q1 2015Q3 202324
Manning & Napier Group, LLC 24241.02%2.23%3.77%Q4 2017Q3 202324
BFSG, LLC 24240.26%0.57%0.93%Q3 2017Q2 202324
AUA CAPITAL MANAGEMENT, LLC 14100.03%0.05%0.11%Q4 2016Q4 202224
Bellecapital International Ltd. 2310.13%0.50%0.88%Q4 2016Q3 202324
Patriot Financial Group Insurance Agency, LLC 24240.00%0.15%0.24%Q4 2017Q3 202324
Richard Bernstein Advisors LLC 1440.09%0.28%0.98%Q1 2015Q3 202324
America First Investment Advisors, LLC 24240.02%0.02%0.03%Q4 2017Q3 202324
jvl associates llc 24240.15%0.28%0.38%Q4 2017Q3 202324
MainStreet Investment Advisors LLC 24240.42%0.70%0.91%Q4 2017Q3 202324
MASON STREET ADVISORS, LLC 24240.35%0.40%0.48%Q1 2015Q4 202024
Northwest Bancshares, Inc. 24240.11%0.18%0.23%Q4 2017Q3 202324
Gs Investments, Inc. 24240.04%0.25%0.85%Q4 2017Q3 202324
Winslow, Evans & Crocker, Inc. 24240.02%0.10%0.29%Q1 2015Q4 202024
SVA Wealth Management, LLC 24240.36%0.58%0.74%Q1 2015Q4 202024
Csenge Advisory Group 24240.06%0.15%0.38%Q4 2017Q3 202324
Field & Main Bank 1420.02%0.49%0.77%Q1 2015Q3 202324
MISSION WEALTH MANAGEMENT, LP 2210.02%0.04%0.06%Q2 2017Q3 202324
Verdence Capital Advisors LLC 24240.07%0.65%1.48%Q4 2017Q3 202324
Kovitz Investment Group Partners, LLC 2010.01%0.13%0.23%Q1 2016Q3 202324
Sawyer & Company, Inc 24240.82%1.28%1.76%Q4 2017Q3 202324
First American Bank 1010.02%0.32%0.47%Q1 2015Q4 202124
Private Wealth Advisors, Inc. 24240.52%0.93%1.42%Q1 2015Q4 202024
Financial Advocates Investment Management 24240.02%0.05%0.12%Q4 2017Q3 202324
Hayek Kallen Investment Management 1910.08%0.14%0.24%Q4 2015Q1 202224
BURNEY CO/ 24240.03%0.07%0.11%Q4 2017Q3 202324
Polen Capital Management 24240.01%0.14%0.24%Q4 2017Q3 202324
Granite Investment Partners, LLC 24240.05%0.30%0.84%Q4 2015Q3 202124
Centerpoint Advisors, LLC 24240.06%0.10%0.13%Q4 2017Q3 202324
Stokes Capital Advisors, LLC 24240.84%1.49%1.91%Q4 2017Q3 202324
WHITENER CAPITAL MANAGEMENT, INC. 24240.43%0.75%0.99%Q4 2017Q3 202324
Biltmore Family Office, LLC 24240.14%0.32%0.60%Q4 2017Q3 202324
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 24240.22%0.35%0.48%Q4 2017Q3 202324
Tesco Pension Investment Ltd 24240.99%4.56%6.10%Q3 2016Q2 202224
Advanced Asset Management Advisors Inc 24240.40%1.05%1.63%Q4 2017Q3 202324
Claret Asset Management Corp 24240.48%0.95%1.32%Q4 2017Q3 202324
Sunbelt Securities, Inc. 2010.02%0.19%0.49%Q4 2016Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.08%0.12%0.15%Q4 2017Q3 202324
Treasurer of the State of North Carolina 24240.27%0.44%0.77%Q4 2017Q3 202324
Allied Investment Advisors, LLC 24241.86%2.87%3.81%Q4 2017Q3 202324
Rossmore Private Capital 24240.08%0.20%0.32%Q4 2017Q3 202324
COLDSTREAM CAPITAL MANAGEMENT INC 1610.02%0.17%0.72%Q2 2015Q3 202324
Grace Capital 1590.10%0.94%2.14%Q4 2015Q4 202124
Aperio Group, LLC 24240.18%0.26%0.42%Q1 2015Q4 202024
BSW Wealth Partners 24240.07%0.13%0.19%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.01%0.08%0.12%Q4 2017Q3 202324
Capital Planning Advisors, LLC 24240.06%0.09%0.15%Q4 2017Q3 202324
Bray Capital Advisors 2310.02%0.96%1.52%Q2 2015Q3 202324
RNC CAPITAL MANAGEMENT LLC 1210.02%0.64%2.40%Q1 2015Q3 202324
Summit Global Investments 1860.06%0.15%0.31%Q4 2016Q3 202324
CNB Bank 24240.00%0.24%0.78%Q4 2017Q3 202324
Brown Advisory Securities, LLC 2110.05%0.12%0.32%Q1 2015Q2 202224
Apriem Advisors 1590.01%1.27%2.83%Q1 2015Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.01%0.05%0.08%Q4 2017Q3 202324
CAMBIAR INVESTORS LLC 24240.85%1.40%2.25%Q4 2017Q3 202324
Sound Income Strategies, LLC 24240.00%0.01%0.01%Q4 2017Q3 202324
Carmichael Hill & Associates, Inc. 24240.15%0.30%0.44%Q4 2017Q3 202324
Front Row Advisors LLC 24240.03%0.92%2.09%Q4 2017Q3 202324
180 WEALTH ADVISORS, LLC 24240.29%0.54%0.78%Q4 2017Q3 202324
PLIMOTH TRUST CO LLC 24240.25%0.72%1.19%Q4 2017Q3 202324
Exeter Financial, LLC 24240.39%0.87%1.11%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24240.35%0.50%0.62%Q4 2017Q3 202324
IFG Advisory, LLC 24240.15%0.21%0.28%Q4 2017Q3 202324
McIlrath & Eck, LLC 24240.00%0.03%0.05%Q4 2017Q3 202324
Banco de Sabadell, S.A 24240.15%0.67%1.65%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.11%0.18%0.24%Q4 2017Q3 202324
Merit Financial Group, LLC 24240.01%0.05%0.09%Q4 2017Q3 202324
McCollum Christoferson Group LLC 24241.63%1.94%2.23%Q4 2017Q3 202324
Engineers Gate Manager LP 1110.02%0.15%0.40%Q2 2015Q3 202324
Founders Capital Management 13110.02%0.05%0.19%Q1 2017Q2 202324
FIRST INTERSTATE BANK 1860.02%0.04%0.08%Q3 2015Q3 202324
Independence Bank of Kentucky 24240.04%0.07%0.10%Q4 2017Q3 202324
Transform Wealth, LLC 2040.04%0.14%0.38%Q2 2016Q2 202224
Cipher Capital LP 810.06%0.49%1.10%Q2 2015Q2 202324
AdvisorNet Financial, Inc 24240.07%0.29%0.55%Q4 2017Q3 202324
Seelaus Asset Management LLC 24240.16%0.27%0.48%Q4 2017Q3 202324
Ballast, Inc. 24240.19%0.28%0.36%Q4 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.11%0.24%0.42%Q4 2017Q3 202324
SUMMIT FINANCIAL GROUP, INC. 23230.09%0.18%0.28%Q2 2017Q4 202223
ETRADE Capital Management LLC 23230.07%0.15%0.23%Q1 2015Q3 202023
WHALEROCK POINT PARTNERS, LLC 1490.10%0.16%0.39%Q3 2016Q2 202223
Rafferty Asset Management, LLC 1910.02%0.04%0.07%Q1 2015Q3 202323
VOLORIDGE INVESTMENT MANAGEMENT, LLC 810.00%0.55%2.03%Q1 2015Q3 202323
KEATING INVESTMENT COUNSELORS INC 2030.08%2.20%4.18%Q1 2015Q2 202323
Oxbow Advisors, LLC 2210.07%0.24%0.70%Q1 2017Q3 202323
Cornell Pochily Investment Advisors, Inc. 23230.19%0.35%0.54%Q1 2018Q3 202323
Polar Capital LLP 23230.09%0.89%1.72%Q1 2015Q3 202023
ADVISORS MANAGEMENT GROUP INC /ADV 2210.10%0.18%0.67%Q2 2017Q3 202323
D.B. Root & Company, LLC 23230.10%0.30%0.62%Q1 2018Q3 202323
Aries Wealth Management 1760.12%0.23%0.34%Q4 2017Q3 202323
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.08%0.16%Q1 2018Q3 202323
Silvant Capital Management LLC 23230.01%0.54%0.92%Q1 2018Q3 202323
Pendal Group Ltd 23230.01%1.87%5.96%Q2 2017Q4 202223
AMICA MUTUAL INSURANCE CO 23230.44%0.66%0.95%Q1 2015Q3 202023
Rockefeller Capital Management L.P. 23230.17%1.11%2.19%Q1 2018Q3 202323
ARROWGRASS CAPITAL PARTNERS (US) LP 510.00%0.05%0.19%Q3 2015Q2 201923
Pinnacle Wealth Planning Services, Inc. 23230.07%0.24%0.45%Q1 2018Q3 202323
Oak Asset Management, LLC 1851.31%1.74%2.11%Q4 2017Q3 202323
Blackhawk Capital Partners LLC. 1850.57%1.56%3.26%Q4 2017Q3 202323
Convergence Investment Partners, LLC 2010.03%0.18%0.71%Q1 2015Q2 202323
Steward Partners Investment Advisory, LLC 23230.11%0.20%0.30%Q1 2018Q3 202323
Belpointe Asset Management LLC 2210.05%0.09%0.20%Q4 2017Q3 202323
Mount Yale Investment Advisors, LLC 23230.06%0.17%0.32%Q1 2018Q3 202323
Sivik Global Healthcare LLC 710.71%2.06%3.82%Q1 2015Q3 202323
CIM INVESTMENT MANAGEMENT INC 1940.09%0.28%0.44%Q3 2016Q3 202323
ALTFEST L J & CO INC 23230.18%0.26%0.49%Q1 2018Q3 202323
Amica Retiree Medical Trust 23230.45%0.67%0.85%Q1 2015Q3 202023
Arete Wealth Advisors, LLC 23230.06%0.19%0.42%Q1 2018Q3 202323
Schonfeld Strategic Advisors LLC 2010.01%0.20%0.62%Q1 2016Q3 202323
Avestar Capital, LLC 2030.04%0.19%0.42%Q4 2017Q3 202323
MONETA GROUP INVESTMENT ADVISORS LLC 1710.00%0.04%0.08%Q3 2015Q3 202323
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 1410.06%0.16%0.41%Q1 2016Q3 202323
Sterling Investment Advisors, Ltd. 23230.02%0.04%0.05%Q4 2016Q2 202223
ACCESS FINANCIAL SERVICES, INC. 23230.80%1.01%1.32%Q4 2017Q2 202323
Doyle Wealth Management 23230.07%0.16%0.25%Q1 2017Q3 202223
CAMDEN NATIONAL BANK 23230.94%1.31%1.64%Q1 2018Q3 202323
Vantage Financial Partners Ltd., Inc. 1490.17%0.31%0.47%Q4 2017Q3 202323
Achmea Investment Management B.V. 720.04%0.37%2.02%Q1 2017Q3 202323
CHILTON CAPITAL MANAGEMENT LLC 23230.03%0.58%1.10%Q1 2018Q3 202323
Game Creek Capital, LP 23230.61%1.43%2.89%Q1 2018Q3 202323
ATWOOD & PALMER INC 1220.00%0.02%0.06%Q2 2015Q3 202323
EADS & HEALD WEALTH MANAGEMENT 23230.18%0.40%0.71%Q1 2018Q3 202323
Whitegate Investment Counselors, Inc. 2210.14%0.20%0.35%Q1 2014Q3 202123
BESSEMER SECURITIES LLC 2030.11%0.34%1.40%Q1 2015Q3 202323
Fiera Capital Corp 23230.00%0.00%0.01%Q2 2015Q4 202023
Sciencast Management LP 910.10%0.80%2.63%Q4 2015Q3 202323
BANK OF THE WEST 23230.03%0.12%0.18%Q1 2015Q3 202023
ARGI Investment Services, LLC 2030.01%0.02%0.04%Q1 2017Q4 202223
Clean Yield Group 1710.00%0.12%0.66%Q1 2015Q4 202223
First Allied Advisory Services, Inc. 23230.05%0.07%0.16%Q1 2015Q3 202023
Buckley Wealth Management, LLC 2030.14%0.27%0.37%Q4 2017Q3 202323
Longview Partners (Guernsey) LTD 23232.90%3.90%4.85%Q1 2018Q3 202323
Lee Financial Co 1910.00%0.01%0.03%Q4 2016Q3 202322
AGF Investments LLC 22220.00%0.34%0.88%Q1 2017Q2 202222
Renaissance Technologies 610.00%0.15%0.58%Q3 2015Q3 202322
Cognios Capital, LLC 22220.31%0.79%1.10%Q4 2014Q1 202022
Horizon Investments, LLC 1110.02%0.09%0.16%Q3 2017Q3 202322
HENGEHOLD CAPITAL MANAGEMENT LLC 22220.23%0.46%0.81%Q2 2018Q3 202322
Hartford Financial Management Inc. 22220.00%0.07%0.18%Q2 2018Q3 202322
ROCKLAND TRUST CO 1810.03%0.06%0.09%Q1 2015Q3 202322
EP Wealth Advisors, LLC 1840.01%0.34%1.93%Q1 2015Q3 202322
McKinley Carter Wealth Services, Inc. 1840.09%0.14%0.25%Q4 2017Q3 202322
DAVIDSON INVESTMENT ADVISORS 12100.01%1.07%2.13%Q1 2015Q3 202322
Keel Point, LLC 22220.03%0.16%0.51%Q2 2018Q3 202322
CUTLER INVESTMENT COUNSEL LLC 22220.90%1.48%1.97%Q2 2018Q3 202322
Birch Hill Investment Advisors LLC 1710.01%0.02%0.02%Q1 2015Q2 202322
Clarius Group, LLC 22220.04%0.12%0.18%Q2 2018Q3 202322
Legacy Financial Advisors, Inc. 1390.02%0.12%0.21%Q4 2017Q3 202322
QVR LLC 440.00%0.07%0.22%Q4 2020Q4 202222
SEARLE & CO. 2020.12%0.22%0.68%Q1 2015Q4 202222
CIM, LLC 2020.09%0.12%0.18%Q1 2015Q3 202022
PIEDMONT INVESTMENT ADVISORS INC 22220.00%0.41%0.58%Q4 2014Q1 202022
PETTYJOHN, WOOD & WHITE, INC 22220.50%0.84%1.05%Q2 2018Q3 202322
JGP Wealth Management, LLC 22220.88%1.45%1.83%Q2 2018Q3 202322
Consolidated Investment Group LLC 22220.62%1.10%1.93%Q2 2018Q3 202322
Quadrant Private Wealth Management, LLC 1840.08%0.23%0.53%Q1 2018Q3 202322
Town & Country Bank & Trust CO dba First Bankers Trust CO 1750.19%0.57%0.97%Q1 2015Q2 202222
Zurich Insurance Group Ltd/FI 1210.03%0.37%1.76%Q2 2017Q2 202322
Laffer Tengler Investments, Inc. 1750.00%0.85%1.40%Q4 2016Q3 202322
PRENTISS SMITH & CO INC 1510.00%2.37%5.32%Q4 2014Q1 202122
USAdvisors Wealth Management, LLC 22220.12%0.39%0.56%Q4 2017Q1 202322
Investment Counsel Inc. 22220.94%1.93%7.17%Q4 2015Q1 202122
EQUITABLE TRUST CO 22220.12%2.10%3.34%Q2 2018Q3 202322
EVERMAY WEALTH MANAGEMENT LLC 22220.05%0.10%0.16%Q2 2018Q3 202322
HoyleCohen, LLC 22220.08%0.24%0.34%Q2 2018Q3 202322
FORT, L.P. 22220.03%0.45%0.76%Q2 2018Q3 202322
Sabal Trust CO 1711.71%2.36%2.91%Q3 2017Q3 202322
NAPLES GLOBAL ADVISORS, LLC 22220.65%0.81%1.05%Q2 2018Q3 202322
EQUITY INVESTMENT CORP 1841.88%2.89%4.03%Q4 2016Q3 202322
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 2010.00%0.06%0.16%Q2 2015Q3 202322
RWA WEALTH PARTNERS, LLC 1910.00%0.40%0.69%Q2 2017Q3 202322
WADDELL & REED FINANCIAL INC 22220.00%0.40%1.01%Q1 2015Q2 202022
ATLANTA CAPITAL MANAGEMENT CO L L C 21210.01%0.05%0.36%Q1 2016Q1 202121
AGF Investments America Inc. 21210.72%2.24%4.55%Q1 2015Q1 202021
Aevitas Wealth Management, Inc. 21210.06%0.35%0.70%Q4 2017Q4 202221
Heritage Wealth Advisors 21210.01%1.00%2.15%Q3 2018Q3 202321
BigSur Wealth Management LLC 21210.26%0.57%1.11%Q3 2018Q3 202321
JANUS HENDERSON GROUP PLC 1710.10%0.26%0.42%Q2 2016Q3 202321
Mutual Advisors, LLC 21210.04%0.08%0.14%Q3 2018Q3 202321
FIRST HAWAIIAN BANK 21210.03%0.10%0.19%Q3 2018Q3 202321
FRANKLIN STREET ADVISORS INC /NC 1030.02%0.89%2.87%Q1 2015Q3 202321
ALPINE WOODS CAPITAL INVESTORS, LLC 1470.06%0.67%0.93%Q1 2015Q2 202121
TRUSTCORE FINANCIAL SERVICES, LLC 21210.03%0.06%0.09%Q4 2017Q4 202221
NORDEA INVESTMENT MANAGEMENT AB 21210.14%1.34%2.21%Q3 2018Q3 202321
PRELUDE CAPITAL MANAGEMENT, LLC 810.00%0.09%0.26%Q2 2015Q2 202221
Brookstone Capital Management 1920.01%0.04%0.12%Q2 2015Q3 202321
Capital Investment Advisory Services, LLC 21210.07%0.19%0.31%Q3 2018Q3 202321
Edgemoor Investment Advisors, Inc. 21210.04%0.94%1.34%Q3 2017Q3 202221
PATTON ALBERTSON MILLER GROUP, LLC 1210.01%0.11%0.22%Q1 2015Q1 202221
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2010.05%0.32%0.76%Q2 2018Q3 202321
AMG National Trust Bank 1420.02%0.05%0.11%Q1 2015Q3 202321
Assenagon Asset Management S.A. 1110.00%0.08%0.50%Q1 2018Q3 202321
FOSTER & MOTLEY INC 1920.03%0.12%0.23%Q2 2018Q3 202321
Osborn Williams & Donohoe LLC 21210.38%0.48%0.68%Q1 2015Q1 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.08%0.14%Q3 2018Q3 202321
WHEATLAND ADVISORS INC 21210.96%1.27%1.88%Q2 2015Q2 202021
STEVENS CAPITAL MANAGEMENT LP 610.02%0.55%3.41%Q1 2015Q4 202221
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1740.03%0.08%0.16%Q2 2015Q2 202121
FRONTIER INVESTMENT MGMT CO 19190.95%1.48%1.96%Q4 2015Q2 202021
Family Legacy, Inc. 1830.15%0.29%0.43%Q2 2018Q3 202321
Truvestments Capital LLC 1920.18%0.66%1.29%Q2 2018Q3 202321
Henry James International Management Inc. 21210.09%0.16%0.32%Q3 2018Q3 202321
Covington Capital Management 21210.05%0.08%0.10%Q3 2017Q3 202221
Almanack Investment Partners, LLC. 1740.03%0.08%0.14%Q2 2017Q3 202221
GABLES CAPITAL MANAGEMENT INC. 1380.01%0.02%0.03%Q2 2018Q3 202321
Windsor Capital Management, LLC 2010.02%0.26%0.37%Q3 2015Q3 202321
Semper Augustus Investments Group 21210.17%0.28%0.34%Q1 2015Q1 202021
Pinnacle Bancorp, Inc. 2010.07%0.14%0.23%Q1 2017Q3 202321
Savant Capital, LLC 1920.01%0.03%0.04%Q2 2018Q3 202321
Private Wealth Partners, LLC 11100.14%0.29%0.42%Q1 2015Q1 202221
Cypress Capital Group 1210.05%0.07%0.11%Q1 2015Q3 202321
HealthCor Management, L.P. 20200.17%3.10%8.62%Q1 2017Q4 202121
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 1290.01%0.82%2.45%Q1 2015Q3 202321
Holistic Financial Partners 1920.09%0.25%0.68%Q4 2017Q3 202321
Varma Mutual Pension Insurance Co 1420.12%0.21%0.43%Q4 2017Q3 202321
Dana Investment Advisors, Inc. 1140.01%0.09%0.24%Q1 2015Q3 202321
WEDGE CAPITAL MANAGEMENT L L P/NC 940.00%0.05%0.41%Q4 2017Q3 202321
Canton Hathaway, LLC 21210.08%0.63%1.09%Q3 2018Q3 202321
Cresset Asset Management, LLC 20200.01%0.04%0.07%Q4 2018Q3 202321
BOYS ARNOLD & CO INC 21210.09%0.13%0.20%Q1 2015Q1 202021
Marietta Wealth Management, LLC 21210.06%0.87%1.15%Q1 2017Q1 202221
ROCKY MOUNTAIN ADVISERS, LLC 21210.02%0.07%0.14%Q3 2018Q3 202321
Blue Chip Partners, LLC 21210.04%1.55%2.36%Q3 2017Q3 202221
OAKBROOK INVESTMENTS LLC 21210.87%2.04%2.66%Q1 2015Q1 202021
Qube Research & Technologies Ltd 620.02%0.23%0.55%Q1 2018Q3 202321
ONTARIO TEACHERS PENSION PLAN BOARD 1510.00%0.40%0.90%Q1 2015Q3 202321
Cable Hill Partners, LLC 1830.02%0.05%0.09%Q4 2014Q3 202321
Fiduciary Trust Co International of Pennsylvania 21210.09%0.28%0.58%Q1 2015Q1 202021
Virtu Financial LLC 710.03%0.18%0.97%Q4 2016Q3 202321
NVWM, LLC 2010.00%0.26%0.43%Q2 2018Q3 202321
PARADIGM ASSET MANAGEMENT CO LLC 1740.02%0.22%0.76%Q4 2016Q3 202321
Gilbert & Cook, Inc. 21210.06%0.08%0.10%Q3 2018Q3 202321
Spot Trading L.L.C 990.00%0.06%0.25%Q1 2015Q1 201721
Zions Bancorporation, N.A. 20200.03%0.12%0.34%Q4 2018Q3 202320
GREAT VALLEY ADVISOR GROUP, INC. 20200.08%0.29%0.42%Q4 2018Q3 202320
Cornerstone Wealth Management, LLC 1310.02%0.06%0.14%Q3 2016Q3 202320
MONECO Advisors, LLC 20200.14%0.27%0.41%Q4 2018Q3 202320
LADENBURG THALMANN FINANCIAL SERVICES INC. 20200.06%0.08%0.12%Q1 2015Q4 201920
INVESTMENT PARTNERS, LTD. 20200.07%0.19%0.27%Q4 2017Q3 202220
OMERS ADMINISTRATION Corp 1310.14%0.90%2.52%Q1 2015Q3 202120
Walleye Capital LLC 510.01%0.09%0.40%Q3 2018Q3 202320
Laurel Wealth Advisors LLC 20200.00%0.01%0.10%Q4 2018Q3 202320
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 20200.25%0.36%0.51%Q4 2018Q3 202320
Magnus Financial Group LLC 20200.04%0.10%0.17%Q4 2018Q3 202320
Dougherty Wealth Advisers LLC 20200.04%0.25%0.49%Q4 2018Q3 202320
THOROUGHBRED FINANCIAL SERVICES, LLC 20200.02%0.20%0.44%Q4 2018Q3 202320
SIRIOS CAPITAL MANAGEMENT L P 1640.31%1.41%3.82%Q4 2015Q3 202320
Claro Advisors LLC 20200.16%0.21%0.26%Q4 2018Q3 202320
MADISON INVESTMENT HOLDINGS INC 20200.20%0.45%1.03%Q4 2014Q3 201920
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH 1040.01%0.41%1.10%Q1 2015Q2 202020
GUARDIAN LIFE INSURANCE CO OF AMERICA 20200.03%0.05%0.11%Q1 2015Q4 201920
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 1010.00%0.43%1.02%Q1 2017Q3 202320
STRATEGY ASSET MANAGERS LLC 20200.50%0.88%1.19%Q4 2018Q3 202320
9258 Wealth Management, LLC 20200.06%0.19%0.40%Q4 2018Q3 202320
Hurlow Wealth Management Group, Inc. 20200.11%0.25%0.41%Q4 2018Q3 202320
CIBC BANK USA 20200.03%0.13%0.42%Q1 2015Q4 201920
TrinityPoint Wealth, LLC 20200.38%0.71%1.12%Q4 2018Q3 202320
DSC Advisors, L.P. 1110.03%0.12%0.23%Q2 2015Q2 202220
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.05%0.13%Q4 2018Q3 202320
Wealthfront Advisers LLC 20200.01%0.04%0.06%Q4 2018Q3 202320
Clark Capital Management Group, Inc. 1040.01%0.57%1.29%Q1 2015Q3 202120
COMMERZBANK AKTIENGESELLSCHAFT /FI 1640.06%0.16%0.34%Q1 2015Q1 202020
CX Institutional 1420.00%0.04%0.23%Q2 2018Q3 202320
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 20200.20%0.58%1.93%Q4 2018Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.30%0.43%0.64%Q1 2016Q4 202020
Redpoint Investment Management Pty Ltd 20200.24%0.42%0.54%Q4 2017Q3 202220
Financial Architects, Inc 1810.00%0.03%0.08%Q2 2015Q2 202020
JAMES INVESTMENT RESEARCH INC 1040.00%0.22%1.25%Q1 2015Q4 202220
Barnett & Company, Inc. 1370.01%0.02%0.03%Q1 2016Q2 202120
Lindbrook Capital, LLC 20200.05%0.14%0.25%Q4 2018Q3 202320
IMA Wealth, Inc. 1430.00%0.32%0.93%Q2 2018Q3 202320
MGO ONE SEVEN LLC 1710.05%0.15%0.24%Q4 2017Q3 202320
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 1550.00%0.00%0.00%Q2 2018Q3 202320
SIMPLEX TRADING, LLC 720.00%0.02%0.10%Q1 2015Q2 202320
VeraBank, N.A. 20200.12%0.44%0.67%Q4 2018Q3 202320
Cedar Brook Financial Partners, LLC 20200.09%0.14%0.21%Q4 2018Q3 202320
MATHER GROUP, LLC. 1640.01%0.05%0.23%Q1 2018Q3 202320
Lombard Odier Asset Management (Europe) Ltd 20200.02%0.14%0.57%Q2 2016Q1 202120
TOWNSQUARE CAPITAL LLC 20200.04%0.19%0.48%Q4 2018Q3 202320
Aspire Private Capital, LLC 20200.00%0.01%0.04%Q4 2018Q3 202320
Community Financial Services Group, LLC 1610.02%1.28%2.90%Q1 2015Q3 202320
OSSIAM 20200.00%0.11%0.71%Q4 2018Q3 202320
Virtue Capital Management, LLC 1430.00%0.17%0.38%Q1 2018Q3 202320
Lenox Wealth Advisors, LLC 1310.00%0.01%0.02%Q2 2015Q1 202220
Kinneret Advisory, LLC 20200.11%0.22%0.37%Q4 2018Q3 202320
Gryphon Financial Partners LLC 1010.03%0.13%0.51%Q4 2017Q1 202320
American Portfolios Advisors 20200.09%0.24%0.45%Q4 2017Q3 202220
BREWIN DOLPHIN LTD 20200.15%0.21%0.44%Q3 2017Q2 202220
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 20200.03%0.11%0.16%Q3 2017Q2 202220
White Lighthouse Investment Management Inc. 20200.05%0.09%0.14%Q4 2018Q3 202320
Miramar Capital, LLC 20201.12%2.89%3.71%Q4 2018Q3 202320
Cypress Wealth Services, LLC 1370.07%0.10%0.13%Q2 2018Q3 202320
Penserra Capital Management LLC 820.00%0.07%0.42%Q1 2016Q3 202320
Spearhead Capital Advisors, LLC 20200.99%1.26%1.56%Q4 2017Q3 202220
Icon Wealth Partners, LLC 920.05%0.24%0.47%Q4 2017Q3 202320
Wealth Advisors of Tampa Bay, LLC 20201.39%1.84%2.66%Q4 2018Q3 202320
Capital Advisors, Ltd. LLC 1190.04%0.06%0.09%Q3 2018Q3 202320
Covenant Multifamily Offices, LLC 20200.09%1.10%2.98%Q4 2016Q3 202120
Northeast Financial Consultants Inc 1310.01%0.05%0.09%Q3 2016Q1 202220
Stratos Wealth Advisors, LLC 20200.07%0.17%0.31%Q4 2018Q3 202320
Inscription Capital, LLC 20200.06%0.57%1.27%Q4 2018Q3 202320
CIDEL ASSET MANAGEMENT INC 20200.01%0.76%1.33%Q1 2018Q4 202220
FinTrust Capital Advisors, LLC 20200.04%0.34%0.89%Q4 2018Q3 202320
Spectrum Asset Management, Inc. (NB/CA) 1620.54%1.21%3.38%Q1 2015Q3 202320
Symmetry Partners, LLC 20200.03%0.12%0.26%Q4 2018Q3 202320
Sowell Financial Services LLC 1730.06%0.14%0.23%Q3 2018Q3 202320
Meridian Wealth Advisors, LLC 20200.11%0.30%0.59%Q4 2018Q3 202320
Qtron Investments LLC 20200.09%0.29%0.68%Q4 2018Q3 202320
Roble, Belko & Company, Inc 1820.00%0.01%0.03%Q4 2015Q1 202220
O'Brien Greene & Co. Inc 20200.41%1.08%1.99%Q4 2018Q3 202320
Benson Investment Management Company, Inc. 1460.00%2.36%3.10%Q4 2016Q2 202220
Prestige Wealth Management Group LLC 20200.05%0.13%0.20%Q4 2018Q3 202320
PFG Advisors 20200.08%0.14%0.18%Q4 2018Q3 202320
Wealthspire Advisors, L.P. 20200.04%0.07%0.10%Q4 2015Q3 202020
CEDAR CAPITAL, LLC 20200.10%0.45%1.09%Q4 2015Q3 202020
Sio Capital Management, LLC 610.80%2.57%5.20%Q2 2015Q3 202319
RATIONAL ADVISORS LLC 1420.00%0.14%0.91%Q1 2015Q3 202319
BECK MACK & OLIVER LLC 1130.01%0.01%0.03%Q1 2015Q3 202119
Wellesley Investment Partners, LLC 19190.08%0.18%0.36%Q1 2016Q3 202019
BENJAMIN EDWARDS INC 19190.03%0.23%0.36%Q1 2019Q3 202319
FORSTA AP-FONDEN 1720.18%0.34%0.66%Q3 2016Q3 202319
Private Capital Group, LLC 19190.05%0.13%0.20%Q4 2017Q2 202219
Riverview Trust Co 19190.01%0.05%0.14%Q1 2019Q3 202319
Caption Management, LLC 920.01%0.15%0.56%Q3 2019Q1 202319
Fieldpoint Private Securities, LLC 1510.06%0.37%0.84%Q1 2017Q2 202219
TLWM 19190.18%0.27%0.36%Q1 2019Q3 202319
Quantitative Investment Management, LLC 610.04%0.33%0.99%Q4 2015Q2 202319
COMERICA SECURITIES,INC. 19190.16%0.43%0.80%Q1 2019Q3 202319
Realta Investment Advisors 19190.05%0.10%0.18%Q1 2019Q3 202319
MCKINLEY CAPITAL MANAGEMENT LLC 1610.00%0.60%1.26%Q2 2016Q3 202319
Verity & Verity, LLC 19190.35%0.70%1.19%Q1 2019Q3 202319
Laurel Wealth Advisors, Inc. 1410.04%0.07%0.20%Q4 2017Q4 202219
ADVANTAGE INVESTMENT MANAGEMENT, LLC 19190.02%0.11%0.44%Q1 2015Q3 201919
EASTERN BANK 1210.01%0.06%0.17%Q1 2015Q1 202219
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 1810.02%0.07%0.12%Q3 2015Q3 202319
SMITH CHAS P & ASSOCIATES PA CPAS 19190.03%1.95%2.50%Q1 2019Q3 202319
PAYDEN & RYGEL 1810.00%1.05%2.37%Q4 2015Q2 202319
MEANS INVESTMENT CO., INC. 19190.17%0.31%0.43%Q4 2018Q2 202319
Western Wealth Management, LLC 1180.05%0.11%0.16%Q4 2018Q3 202319
Waverly Advisors, LLC 1310.01%0.10%0.25%Q3 2015Q3 202319
WILLIAMS JONES & ASSOCIATES LLC 19190.01%0.10%0.19%Q4 2014Q2 201919
Maryland Capital Management 1450.02%0.09%0.19%Q1 2014Q2 202219
Holocene Advisors, LP 910.01%0.46%2.24%Q4 2017Q3 202319
Bigelow Investment Advisors, LLC 19190.32%0.51%0.66%Q1 2019Q3 202319
Essex Savings Bank 1630.08%0.17%0.26%Q4 2018Q3 202319
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.00%0.08%0.12%Q3 2018Q3 202319
BB&T SECURITIES, LLC 19190.04%0.25%0.48%Q1 2015Q3 201919
DIXON HUBARD FEINOUR & BROWN INC/VA 19190.04%0.10%0.16%Q4 2017Q2 202219
ORRSTOWN FINANCIAL SERVICES INC 19190.12%1.08%1.37%Q1 2015Q3 201919
New Jersey Better Educational Savings Trust 1810.46%1.01%1.38%Q3 2017Q3 202319
Versor Investments LP 620.01%0.13%0.44%Q4 2017Q3 202319
Vestmark Advisory Solutions, Inc. 19190.04%0.49%0.89%Q1 2019Q3 202319
LAKE STREET PRIVATE WEALTH, LLC 19190.12%0.29%0.55%Q1 2019Q3 202319
NICOLA WEALTH MANAGEMENT LTD. 19190.87%1.10%1.37%Q1 2018Q3 202219
Krilogy Financial LLC 1110.01%0.05%0.15%Q3 2015Q4 202119
Corundum Group, Inc. 1360.20%0.35%0.66%Q4 2018Q3 202319
Richard C. Young & CO., LTD. 19190.81%1.64%1.93%Q1 2019Q3 202319
Greystone Managed Investments Inc. 19190.29%0.39%0.59%Q1 2015Q3 201919
TSFG, LLC 19190.00%0.01%0.02%Q1 2019Q3 202319
Knights of Columbus Asset Advisors LLC 1360.01%1.44%2.58%Q1 2017Q3 202319
Grove Bank & Trust 1210.01%0.08%0.31%Q4 2015Q3 202319
Country Club Trust Company, n.a. 19190.03%0.64%0.86%Q2 2017Q4 202119
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.03%0.17%0.87%Q1 2015Q3 201919
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 19190.02%0.07%0.13%Q1 2019Q3 202319
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 19190.34%0.56%1.05%Q1 2015Q3 201919
Hexavest Inc. 19190.36%0.90%1.46%Q1 2017Q3 202119
MERCER GLOBAL ADVISORS INC /ADV 19190.04%0.13%0.27%Q1 2019Q3 202319
Shamrock Asset Management LLC 19190.00%0.00%0.00%Q1 2015Q3 201919
Community Bank of Raymore 1810.07%0.19%0.56%Q3 2018Q3 202319
Municipal Employees' Retirement System of Michigan 1450.14%0.30%0.40%Q1 2015Q4 201919
MEITAV INVESTMENT HOUSE LTD 1360.00%0.04%0.15%Q3 2018Q2 202319
JACOBS & CO/CA 19190.38%0.58%0.72%Q1 2019Q3 202319
BOENNING & SCATTERGOOD, INC. 19190.24%0.61%0.75%Q2 2018Q4 202219
Investors Research Corp 19190.03%0.14%0.33%Q1 2019Q3 202319
Mascoma Wealth Management LLC 910.01%0.02%0.05%Q4 2016Q3 202319
Lincoln Capital LLC 810.06%0.13%0.23%Q1 2015Q1 202219
Sterling Capital Management LLC 19190.04%0.40%1.08%Q1 2015Q3 201919
RPG Investment Advisory, LLC 630.00%0.35%1.55%Q3 2017Q3 202319
Strategic Wealth Partners, Ltd. 1010.01%0.29%0.64%Q4 2017Q1 202319
Stratos Investment Management, LLC 19190.42%0.64%0.89%Q1 2019Q3 202319
Foundry Partners, LLC 940.02%0.55%0.99%Q1 2015Q1 202219
TRADITION CAPITAL MANAGEMENT LLC 18180.58%1.72%2.24%Q4 2014Q1 201918
Integrated Wealth Concepts LLC 18180.02%0.05%0.09%Q2 2019Q3 202318
Legacy Financial Strategies, LLC 18180.26%0.59%0.75%Q4 2017Q1 202218
USS Investment Management Ltd 18180.28%0.37%0.52%Q2 2019Q3 202318
Covenant Partners, LLC 1350.10%0.26%0.55%Q4 2018Q2 202318
Miracle Mile Advisors, LLC 18180.08%0.27%0.41%Q2 2019Q3 202318
Financial Gravity Asset Management, Inc. 1030.00%0.07%0.34%Q1 2018Q3 202318
CAAS CAPITAL MANAGEMENT LP 440.00%0.15%0.64%Q1 2021Q3 202318
First National Bank of South Miami 18180.31%0.62%1.13%Q4 2018Q1 202318
Bremer Bank National Association 1170.04%0.24%0.64%Q1 2019Q3 202318
COMMONWEALTH BANK OF AUSTRALIA 18180.00%0.05%0.12%Q1 2015Q2 201918
OppenheimerFunds, Inc. 17170.00%0.16%0.32%Q1 2015Q1 201918
SUNTRUST BANKS INC 18180.06%0.11%0.21%Q2 2015Q3 201918
Wealthspire Advisors, LLC 1710.01%0.03%0.06%Q4 2018Q3 202318
TRUE Private Wealth Advisors 18180.03%0.07%0.13%Q4 2017Q1 202218
Sharkey, Howes & Javer 18180.03%0.05%0.06%Q1 2015Q2 201918
MOODY LYNN & LIEBERSON, LLC 1310.02%0.89%2.53%Q1 2015Q1 202118
KMG FIDUCIARY PARTNERS, LLC 18180.03%0.12%0.25%Q4 2018Q1 202318
Shorepoint Capital Partners LLC 990.54%1.10%1.82%Q1 2019Q3 202318
LODESTAR INVESTMENT COUNSEL LLC/IL 18180.04%0.10%0.37%Q1 2015Q2 201918
Shelter Ins Retirement Plan 18182.39%2.96%3.60%Q1 2015Q2 201918
Holloway Wealth Management, LLC 18180.12%1.36%1.89%Q4 2017Q1 202218
Sound View Wealth Advisors Group, LLC 18180.21%0.31%0.40%Q2 2019Q3 202318
RFG Advisory, LLC 18180.04%0.09%0.13%Q2 2019Q3 202318
COMPASS CAPITAL MANAGEMENT, INC 1113.33%3.84%4.10%Q2 2015Q4 202118
Windsor Wealth Management, Inc. 18180.21%0.45%0.68%Q4 2017Q1 202218
Andesa Financial Management Inc. 18180.28%1.67%2.91%Q4 2018Q1 202318
C M BIDWELL & ASSOCIATES LTD 1110.01%0.11%0.94%Q1 2015Q3 202318
THOMAS WHITE INTERNATIONAL LTD 18180.08%0.11%0.16%Q1 2019Q2 202318
Certified Advisory Corp 1110.00%0.01%0.01%Q4 2017Q3 202318
National Mutual Insurance Federation of Agricultural Cooperatives 18180.01%0.12%0.22%Q2 2019Q3 202318
Semmax Financial Advisors Inc. 1710.00%0.48%1.76%Q4 2018Q3 202318
Cornerstone Advisors, Inc. 18180.01%0.03%0.07%Q1 2015Q2 201918
STONERIDGE INVESTMENT PARTNERS LLC 810.33%1.18%2.65%Q1 2015Q2 202318
Quadrant Capital Management, LLC 18181.24%1.92%2.44%Q3 2015Q4 201918
Ninety One UK Ltd 1170.20%1.08%1.64%Q1 2015Q2 202218
CHEMICAL BANK 18180.03%0.07%0.11%Q1 2015Q2 201918
Mengis Capital Management, Inc. 18180.14%0.45%1.53%Q2 2019Q3 202318
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.06%0.09%0.30%Q4 2015Q1 202018
Capital Asset Advisory Services LLC 1710.03%0.19%0.39%Q1 2016Q3 202318
Mandatum Life Insurance Co Ltd 1710.00%0.65%1.24%Q4 2015Q3 202318
Allen Capital Group, LLC 18180.04%0.08%0.12%Q2 2018Q3 202218
CALTON & ASSOCIATES, INC. 1710.07%0.15%0.45%Q4 2017Q1 202318
Arlington Partners LLC 1610.19%0.70%1.06%Q4 2017Q1 202318
Ashburton (Jersey) Ltd 510.00%1.57%13.23%Q4 2016Q1 202318
Arden Trust Co 18180.04%0.14%0.27%Q3 2019Q4 202318
Beaton Management Co. Inc. 18180.12%0.22%0.29%Q2 2019Q3 202318
COOKE & BIELER LP 18180.77%1.21%1.65%Q2 2019Q3 202318
SPRUCEGROVE INVESTMENT MANAGEMENT LTD 18180.19%0.67%0.86%Q1 2015Q2 201918
Loudon Investment Management, LLC 18180.49%0.72%1.10%Q2 2019Q3 202318
First Pacific Advisors, LP 1620.00%0.15%1.39%Q1 2015Q3 202118
Cordatus Wealth Management LLC 1040.47%1.18%2.26%Q4 2018Q3 202318
American Investment Services, Inc. 18180.05%0.08%0.10%Q2 2019Q3 202318
Hillsdale Investment Management Inc. 1080.00%0.01%0.01%Q1 2019Q3 202318
V Wealth Advisors LLC 810.01%0.09%0.21%Q2 2017Q3 202218
LEVIN CAPITAL STRATEGIES, L.P. 18180.03%0.26%1.98%Q1 2015Q2 201918
Bedel Financial Consulting, Inc. 17170.04%0.09%0.15%Q1 2018Q1 202217
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 17170.02%0.67%3.59%Q3 2019Q3 202317
FOUNDERS FINANCIAL SECURITIES LLC 1340.16%0.26%0.42%Q2 2019Q3 202317
Larson Financial Group LLC 1410.00%0.08%0.26%Q1 2019Q3 202317
Old North State Trust, LLC 650.08%0.13%0.21%Q3 2018Q3 202317
RETIREMENT CAPITAL STRATEGIES 17170.09%0.11%0.13%Q2 2018Q2 202217
Live Your Vision, LLC 17170.10%0.13%0.16%Q1 2015Q1 201917
Bruderman Asset Management, LLC 880.00%0.10%0.27%Q1 2015Q1 201917
HARBOR INVESTMENT ADVISORY, LLC 16160.02%0.20%0.28%Q4 2019Q3 202317
SPINNAKER TRUST 17170.10%0.21%0.39%Q3 2019Q3 202317
PFS INVESTMENTS INC. 17170.02%0.20%0.57%Q2 2019Q2 202317
Tidal Investments LLC 17170.06%0.14%0.22%Q3 2019Q3 202317
SANDERS MORRIS HARRIS LLC 1010.08%0.18%1.01%Q1 2016Q3 202317
Beach Investment Management, LLC. 980.38%2.48%4.11%Q4 2014Q1 202017
HIGH POINTE CAPITAL MANAGEMENT LLC 1340.36%1.36%2.68%Q4 2014Q1 202017
LVM CAPITAL MANAGEMENT LTD/MI 1210.04%0.53%1.48%Q1 2015Q3 202317
Beacon Pointe Advisors, LLC 1610.04%0.13%0.33%Q1 2019Q3 202317
ProVise Management Group, LLC 1410.02%0.17%0.29%Q2 2018Q3 202317
RBA Wealth Management, LLC 980.16%1.12%2.00%Q1 2019Q3 202317
LITTLE HOUSE CAPITAL LLC 17170.40%0.89%1.75%Q4 2018Q4 202217
CADENCE CAPITAL MANAGEMENT LLC 750.11%0.34%0.72%Q1 2015Q3 202017
TEACHERS ADVISORS, LLC 17170.24%0.32%0.44%Q1 2015Q1 201917
THOMPSON RUBINSTEIN INVESTMENT MANAGEMENT INC /OR/ 17171.36%1.55%1.76%Q1 2015Q1 201917
Ellevest, Inc. 17170.00%0.02%0.08%Q3 2019Q3 202317
Williams Jones Wealth Management, LLC. 17170.01%0.02%0.03%Q3 2019Q3 202317
Legacy Advisors, LLC 820.03%0.23%0.48%Q4 2016Q3 202317
D'Orazio & Associates, Inc. 1610.00%0.00%0.02%Q2 2017Q3 202117
AT Bancorp 17170.05%0.24%1.34%Q1 2015Q1 201917
Altium Wealth Management LLC 17170.08%0.13%0.16%Q2 2018Q2 202217
CENTAURUS FINANCIAL, INC. 1310.02%0.03%0.06%Q2 2018Q3 202317
Fulcrum Capital LLC 17170.06%0.12%0.21%Q2 2019Q2 202317
Highland Private Wealth Management 17170.05%0.08%0.12%Q3 2018Q3 202217
Advocacy Wealth Management Services, LLC 1340.00%0.01%0.02%Q4 2015Q2 202017
BLUESTEIN R H & CO LLC 1610.02%1.23%2.15%Q1 2015Q4 201917
ORLEANS CAPITAL MANAGEMENT CORP/LA 17170.24%1.43%2.08%Q4 2014Q4 201817
Pacifica Partners Inc. 17170.09%0.19%0.38%Q4 2019Q4 202317
Livingston Group Asset Management CO (operating as Southport Capital Management) 910.01%0.29%0.71%Q2 2016Q1 202217
Red Spruce Capital, LLC 17170.76%1.08%1.50%Q4 2019Q4 202317
TIAA CREF INVESTMENT MANAGEMENT LLC 17170.23%0.31%0.41%Q1 2015Q1 201917
Meristem Family Wealth, LLC 1610.07%0.10%0.17%Q1 2015Q1 202217
HL FINANCIAL SERVICES LLC 17170.01%0.02%0.04%Q1 2015Q1 201917
Archer Investment Corp 930.01%0.13%0.42%Q4 2018Q3 202317
SANTA BARBARA ASSET MANAGEMENT, LLC 17172.11%2.57%3.19%Q1 2015Q1 201917
TimeScale Financial, Inc. 17170.00%0.00%0.01%Q2 2019Q2 202317
Princeton Global Asset Management LLC 1610.01%0.59%0.94%Q1 2019Q3 202317
Poehling Capital Management, INC. 1520.06%0.47%1.68%Q1 2018Q3 202317
Vectors Research Management, LLC 1610.00%0.02%0.16%Q3 2018Q2 202317
GRIMES & COMPANY, INC. 17170.21%0.62%0.92%Q3 2019Q3 202317
TRUST DEPARTMENT MB FINANCIAL BANK N A 17170.00%0.06%0.08%Q1 2015Q1 201917
PrairieView Partners, LLC 17170.08%0.13%0.18%Q3 2019Q3 202317
WealthShield Partners, LLC 1430.09%0.17%0.29%Q2 2019Q3 202317
Institute for Wealth Management, LLC. 1610.04%0.07%0.12%Q4 2018Q2 202317
Modera Wealth Management, LLC 820.01%0.06%0.19%Q1 2016Q3 202317
St. James Investment Company, LLC 1410.04%2.59%4.24%Q1 2018Q3 202317
MILES CAPITAL, INC. 920.11%0.29%0.81%Q1 2015Q1 202017
Providence Capital Advisors, LLC 1110.00%0.67%1.77%Q4 2017Q3 202317
Boston Common Asset Management, LLC 980.02%0.04%0.06%Q4 2014Q4 202217
Bayesian Capital Management, LP 510.06%0.75%1.74%Q4 2015Q3 202317
DeDora Capital, Inc. 1610.14%0.38%0.82%Q4 2017Q1 202217
Fosun International Ltd 1340.02%0.13%0.43%Q1 2019Q3 202317
Thomas J. Herzfeld Advisors, Inc. 17170.00%0.01%0.01%Q3 2019Q3 202317
Endurant Capital Management LP 910.38%2.35%4.63%Q1 2015Q2 202316
Ninety One SA (PTY) Ltd 1060.03%0.35%0.59%Q2 2015Q2 202216
BANQUE PICTET & CIE SA 16160.55%0.81%1.11%Q4 2019Q3 202316
PICTET BANK & TRUST Ltd 16160.57%1.24%1.97%Q4 2019Q3 202316
Parcion Private Wealth LLC 16160.37%0.58%0.71%Q4 2019Q3 202316
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.01%0.19%0.54%Q4 2019Q3 202316
Edge Capital Group, LLC 1510.02%0.67%1.16%Q2 2019Q3 202316
Great Diamond Partners, LLC 16160.11%0.18%0.36%Q4 2019Q3 202316
Vestcor Inc 16160.06%0.30%0.64%Q4 2019Q3 202316
LPWM LLC 16160.09%0.22%0.34%Q4 2019Q3 202316
United Asset Strategies, Inc. 16160.58%1.31%2.08%Q4 2019Q3 202316
Ensign Peak Advisors, Inc 16160.06%0.21%0.29%Q4 2019Q3 202316
DAGCO, INC. 16160.26%0.74%1.04%Q4 2018Q3 202216
Value Partners Investments Inc. 16160.04%0.40%0.55%Q4 2019Q3 202316
EXCALIBUR MANAGEMENT CORP 16160.10%0.14%0.19%Q4 2019Q3 202316
Illinois Municipal Retirement Fund 16160.05%0.19%0.34%Q4 2019Q3 202316
Cardinal Capital Management 16160.93%1.23%1.55%Q4 2019Q3 202316
ATLAS CAPITAL ADVISORS LLC 1060.00%0.01%0.01%Q1 2018Q2 202216
Leelyn Smith, LLC 16160.01%0.33%0.72%Q4 2019Q3 202316
WealthTrust-Arizona, LLC 16160.08%0.22%0.28%Q1 2015Q4 201816
S.A. Mason LLC 16160.03%0.06%0.10%Q4 2019Q3 202316
Arkadios Wealth Advisors 16160.04%0.13%0.32%Q4 2019Q3 202316
HARRIS ASSOCIATES L P 16160.05%0.58%1.40%Q1 2015Q4 201816
MidWestOne Financial Group, Inc. 930.05%0.12%0.34%Q2 2019Q3 202316
Column Capital Advisors, LLC 16160.00%0.01%0.04%Q4 2019Q3 202316
IEQ CAPITAL, LLC 16160.07%0.10%0.14%Q4 2019Q3 202316
Stevens First Principles Investment Advisors 1510.00%0.10%0.18%Q2 2015Q2 201916
Mitsubishi UFJ Securities Holdings Co., Ltd. 1510.02%0.13%0.44%Q1 2015Q2 201916
ExodusPoint Capital Management, LP 910.03%0.14%0.36%Q1 2019Q3 202316
Princeton Portfolio Strategies Group LLC 16160.77%1.67%2.35%Q3 2017Q2 202116
Mattern Wealth Management LLC 16160.51%0.72%1.01%Q4 2019Q3 202316
HighMark Wealth Management LLC 16160.09%0.13%0.18%Q4 2019Q3 202316
Halpern Financial, Inc. 16160.00%0.01%0.01%Q4 2019Q3 202316
Marks Group Wealth Management, Inc 16160.06%0.84%1.09%Q4 2019Q3 202316
AMICA PENSION FUND BOARD OF TRUSTEES 16160.47%0.62%0.83%Q1 2015Q4 201816
Orion Portfolio Solutions, LLC 16160.03%0.05%0.08%Q4 2019Q3 202316
Aberdeen Wealth Management LLC 16160.80%1.12%1.58%Q4 2019Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.00%0.01%Q4 2019Q3 202316
Douglas Lane & Associates, LLC 16160.00%0.01%0.01%Q4 2018Q3 202216
Charles Schwab Trust Co 1330.06%0.31%0.60%Q3 2019Q3 202316
Equitable Holdings, Inc. 16160.01%0.01%0.02%Q4 2019Q3 202316
Blue Fin Capital, Inc. 1330.06%0.12%0.20%Q4 2016Q1 202216
Optas, LLC 16160.22%0.44%0.69%Q4 2019Q3 202316
Alpha Cubed Investments, LLC 970.02%0.46%1.69%Q3 2018Q3 202316
MATTERN CAPITAL MANAGEMENT, LLC 16160.97%1.18%1.49%Q4 2019Q3 202316
Hillman Capital Management, Inc. 16160.10%0.32%2.12%Q4 2019Q3 202316
Kidder Stephen W 970.09%0.44%0.87%Q4 2014Q3 202316
Regent Peak Wealth Advisors LLC 16160.10%0.50%0.67%Q4 2019Q3 202316
Madison Asset Management, LLC 16160.26%0.41%0.67%Q4 2019Q3 202316
BALLAST ADVISORS LLC 16160.19%0.47%0.77%Q4 2019Q3 202316
Center for Financial Planning, Inc. 16160.07%0.08%0.11%Q4 2019Q3 202316
Surevest, LLC 16160.22%0.93%1.36%Q4 2018Q3 202216
Ethic Inc. 16160.18%0.38%0.75%Q4 2019Q3 202316
PAX Financial Group, LLC 16160.12%0.17%0.32%Q4 2019Q3 202316
Keebeck Wealth Management, LLC 16160.04%0.08%0.15%Q4 2019Q3 202316
Procyon Advisors, LLC 16160.14%0.37%0.80%Q4 2019Q3 202316
BANK PICTET & CIE (ASIA) LTD 16160.43%0.55%0.73%Q4 2019Q3 202316
EPIQ PARTNERS, LLC 16160.94%1.15%1.78%Q4 2019Q3 202316
AFAM CAPITAL, INC. 16160.18%0.24%0.34%Q4 2014Q3 201816
WealthBridge Investment Counsel Inc. 16162.50%3.18%4.25%Q4 2019Q3 202316
Chesley Taft & Associates LLC 710.02%0.04%0.08%Q1 2015Q3 202116
CAHILL FINANCIAL ADVISORS INC 1240.07%0.13%0.22%Q3 2019Q3 202316
LIBERTY ONE INVESTMENT MANAGEMENT, LLC 16160.24%0.28%0.36%Q4 2019Q3 202316
HYMAN CHARLES D 16160.01%0.02%0.04%Q2 2019Q1 202316
Onex Canada Asset Management Inc. 1060.12%0.57%4.55%Q1 2015Q4 202116
Itau Unibanco Holding S.A. 1010.00%0.03%0.09%Q1 2017Q2 202316
PROFFITT & GOODSON INC 16160.00%0.01%0.02%Q3 2018Q2 202216
Bank Pictet & Cie (Europe) AG 16160.73%1.47%2.58%Q4 2019Q3 202316
Burt Wealth Advisors 1240.01%0.01%0.01%Q1 2015Q4 202016
M&G INVESTMENT MANAGEMENT LTD 16160.24%0.80%1.58%Q4 2019Q3 202316
Raab & Moskowitz Asset Management LLC 1510.04%0.16%0.27%Q3 2018Q2 202316
Americana Partners, LLC 16160.01%0.38%0.77%Q4 2019Q3 202316
FormulaFolio Investments, LLC 1010.01%0.02%0.04%Q1 2016Q2 202116
Physician Wealth Advisors, Inc. 1330.05%0.10%0.18%Q3 2019Q3 202316
ICW Investment Advisors LLC 16160.64%0.84%1.02%Q4 2019Q3 202316
Barry Investment Advisors, LLC 1410.08%0.19%0.33%Q1 2015Q3 202316
Wambolt & Associates, LLC 16160.24%0.49%0.63%Q4 2019Q3 202316
NovaPoint Capital, LLC 16160.89%1.06%1.24%Q4 2019Q3 202316
AlphaCrest Capital Management LLC 16160.04%0.28%1.01%Q4 2018Q3 202216
Ninety One North America, Inc. 970.42%1.01%2.26%Q1 2015Q4 202116
Banque Cantonale Vaudoise 16160.16%0.30%0.41%Q4 2019Q3 202316
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 1020.03%0.12%0.18%Q2 2015Q3 202116
Intersect Capital LLC 16160.09%0.17%0.22%Q3 2018Q2 202216
Venture Visionary Partners LLC 16160.09%0.20%0.44%Q4 2019Q3 202316
Integrated Advisors Network LLC 16160.05%0.22%0.47%Q4 2019Q3 202316
IAG Wealth Partners, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Edgestream Partners, L.P. 1010.02%0.33%1.61%Q3 2016Q3 202316
Galibier Capital Management Ltd. 15150.15%0.56%5.07%Q2 2019Q4 202215
LAKE STREET ADVISORS GROUP, LLC 15150.05%0.07%0.14%Q4 2017Q2 202115
Pratt Collard Advisory Partners LLC 15151.53%1.94%2.16%Q4 2017Q2 202115
Disciplined Investments, LLC 15150.02%0.03%0.06%Q4 2019Q2 202315
SIMON QUICK ADVISORS, LLC 620.01%0.02%0.06%Q4 2016Q3 202315
RMB Capital Management, LLC 420.01%0.03%0.19%Q4 2014Q3 202315
MADISON WEALTH MANAGEMENT 15150.16%0.25%0.30%Q4 2019Q2 202315
Alexandria Capital, LLC 1140.01%0.02%0.03%Q1 2015Q3 202115
Ziegler Capital Management, LLC 15150.32%0.57%0.99%Q1 2020Q3 202315
Handelsbanken Fonder AB 1410.02%0.22%0.42%Q2 2016Q3 202315
A. D. Beadell Investment Counsel, Inc. 15152.04%2.60%3.33%Q1 2020Q3 202315
Pinnacle Wealth Management Advisory Group, LLC 870.09%0.21%0.69%Q1 2015Q3 202315
Advisor Group, Inc. 15150.10%0.12%0.15%Q2 2016Q4 201915
Centiva Capital, LP 910.00%0.03%0.08%Q4 2019Q3 202315
Crewe Advisors LLC 1210.00%0.01%0.02%Q1 2019Q2 202315
Citizens National Bank Trust Department 15150.48%0.85%1.13%Q1 2020Q3 202315
Gladstone Institutional Advisory LLC 1140.07%0.17%0.39%Q2 2019Q3 202315
TIAA, FSB 1110.00%0.03%0.07%Q3 2017Q2 202315
Strategic Advisors LLC 930.05%0.27%0.56%Q3 2018Q3 202315
Sarasin & Partners LLP 960.02%0.42%2.44%Q1 2015Q3 202015
DF DENT & CO INC 1320.00%0.01%0.05%Q4 2017Q3 202315
Vanguard Personalized Indexing Management, LLC 15150.10%0.22%0.36%Q1 2020Q3 202315
Blume Capital Management, Inc. 910.01%0.05%0.20%Q1 2015Q3 202315
Principle Wealth Partners LLC 1210.05%0.09%0.15%Q3 2019Q3 202315
SHINE INVESTMENT ADVISORY SERVICES INC 15150.05%0.09%0.16%Q1 2017Q3 202015
COMMERCE BANK 15150.11%0.14%0.18%Q1 2020Q3 202315
Capital Investment Advisors, LLC 15150.02%0.07%0.10%Q2 2020Q4 202315
Livforsakringsbolaget Skandia, Omsesidigt 15150.08%0.78%1.07%Q1 2015Q3 201815
CLEARARC CAPITAL INC 15150.40%0.59%1.05%Q1 2015Q3 201815
KCS Wealth Advisory 15150.09%0.17%0.22%Q3 2018Q1 202215
Laidlaw Wealth Management LLC 15150.04%0.11%0.23%Q4 2019Q2 202315
Cardan Capital Partners, LLC 15150.08%0.10%0.12%Q1 2018Q3 202115
Quantbot Technologies LP 310.02%0.48%1.43%Q1 2015Q4 202215
HRT FINANCIAL LP 510.01%0.10%0.25%Q4 2017Q3 202315
F3Logic, LLC 15150.03%0.25%0.45%Q3 2018Q1 202215
MAGNOLIA CAPITAL ADVISORS LLC 15150.21%0.56%1.99%Q4 2019Q2 202315
Wealth Alliance 15150.15%0.25%0.37%Q1 2020Q3 202315
Capital Advisory Group Advisory Services, LLC 710.02%0.04%0.10%Q1 2018Q1 202215
LGL PARTNERS, LLC 15150.04%0.12%0.22%Q1 2020Q3 202315
Artemis Wealth Advisors, LLC 960.00%0.01%0.04%Q4 2019Q3 202315
ALPS ADVISORS INC 610.00%0.08%0.25%Q1 2018Q3 202315
Martin Capital Partners, LLC 15151.62%2.12%2.55%Q2 2020Q4 202315
Uncommon Cents Investing LLC 15150.55%0.73%0.92%Q1 2020Q3 202315
Trexquant Investment LP 610.06%0.30%0.80%Q3 2015Q3 202315
1776 Wealth LLC 15150.18%0.28%0.37%Q4 2019Q2 202315
CORNERCAP INVESTMENT COUNSEL INC 1020.03%0.15%0.48%Q3 2017Q4 202115
TRANSCEND CAPITAL ADVISORS, LLC 960.26%0.47%0.69%Q4 2019Q3 202315
CAROLINAS WEALTH CONSULTING LLC 1410.01%0.07%0.24%Q4 2019Q3 202315
PERSONAL CFO SOLUTIONS, LLC 15150.11%0.16%0.33%Q1 2020Q3 202315
EVOKE WEALTH, LLC 1410.01%0.18%0.51%Q3 2019Q2 202315
Rampart Investment Management Company, LLC 15150.11%0.40%0.65%Q1 2017Q3 202015
Rikoon Group, LLC 1140.08%0.22%0.46%Q3 2016Q1 202115
Rosenberg Matthew Hamilton 15150.03%0.06%0.08%Q1 2020Q3 202315
First Citizens Financial Corp 1320.23%0.36%0.47%Q4 2019Q3 202315
HHM Wealth Advisors, LLC 15150.03%0.07%0.11%Q1 2020Q3 202315
Xact Kapitalforvaltning AB 15150.25%0.52%0.68%Q3 2016Q1 202015
CVA Family Office, LLC 15150.06%0.13%0.19%Q1 2020Q3 202315
Platform Technology Partners 1050.44%0.54%0.72%Q4 2019Q3 202315
WASHINGTON CAPITAL MANAGEMENT, INC 15150.44%0.76%1.26%Q1 2020Q3 202315
Cheviot Value Management, LLC 15150.91%1.30%2.02%Q1 2020Q3 202315
EXCHANGE TRADED CONCEPTS, LLC 1410.00%0.03%0.20%Q1 2020Q4 202315
BRINKER CAPITAL INC 15150.05%0.31%0.44%Q4 2016Q2 202015
OSAIC HOLDINGS, INC. 15150.09%0.11%0.13%Q1 2020Q3 202315
Choate Investment Advisors 1210.01%0.04%0.08%Q1 2015Q3 202315
WEALTHFRONT Corp 15150.02%0.04%0.07%Q1 2015Q3 201815
Freedom Day Solutions, LLC 15150.11%1.21%1.95%Q4 2018Q2 202215
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.09%0.17%0.22%Q1 2020Q3 202315
SP Asset Management 1320.02%0.05%0.08%Q2 2018Q1 202215
BALASA DINVERNO & FOLTZ LLC 1050.02%0.03%0.05%Q1 2016Q3 202215
INVESTMENT ADVISORY SERVICES INC /TX /ADV 1050.32%0.56%0.81%Q4 2019Q3 202315
Hotaling Investment Management, LLC 15150.81%1.48%1.86%Q4 2018Q2 202215
Eudaimonia Partners, LLC 870.09%0.19%0.31%Q4 2019Q3 202315
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 1320.02%0.07%0.17%Q4 2018Q2 202315
Liberty Mutual Group Asset Management Inc. 15150.11%0.21%0.32%Q1 2015Q3 201815
Hirtle Callaghan & Co LLC 15150.01%0.07%0.18%Q2 2015Q4 201815
ROYAL LONDON ASSET MANAGEMENT LTD 1110.13%0.28%0.56%Q2 2018Q3 202315
Xcel Wealth Management, LLC 14140.44%2.11%3.93%Q2 2020Q3 202314
S.E.E.D. Planning Group LLC 1310.09%0.30%0.93%Q4 2019Q3 202314
Selective Wealth Management, Inc. 1310.00%0.00%0.02%Q3 2018Q3 202214
Aptus Capital Advisors, LLC 14140.01%0.08%0.15%Q2 2020Q3 202314
Cordasco Financial Network 14140.00%0.01%0.03%Q1 2019Q2 202214
CATAWBA CAPITAL MANAGEMENT /VA 14140.23%0.26%0.31%Q1 2015Q2 201814
Cornerstone Advisory, LLC 14140.05%0.09%0.14%Q2 2020Q3 202314
Peloton Wealth Strategists 14140.70%1.64%2.22%Q2 2020Q3 202314
O'Shares Investment Advisers, LLC 14140.31%0.59%0.85%Q4 2018Q1 202214
CAPITAL ONE, NATIONAL ASSOCIATION 14140.12%0.44%0.70%Q1 2015Q2 201814
SECTOR GAMMA AS 14144.60%5.57%7.57%Q2 2020Q3 202314
J. W. Coons Advisors, LLC 14140.06%0.24%0.43%Q1 2020Q2 202314
CWA Asset Management Group, LLC 14140.02%0.08%0.12%Q1 2020Q2 202314
ACIMA PRIVATE WEALTH, LLC 14140.05%0.20%0.28%Q4 2018Q1 202214
Newman Dignan & Sheerar, Inc. 1310.06%0.66%1.10%Q2 2019Q3 202314
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. 14140.42%0.89%1.21%Q4 2014Q1 201814
Nippon Life Global Investors Americas, Inc. 1040.53%0.81%0.98%Q1 2015Q2 202014
CLEAR INVESTMENT RESEARCH, LLC 540.00%0.07%0.13%Q3 2018Q3 202314
XPONANCE, INC. 14140.14%0.22%0.33%Q2 2020Q3 202314
Knuff & Co LLC 14140.01%0.01%0.02%Q3 2019Q4 202214
AMERICAN FINANCIAL GROUP INC 14140.41%0.60%0.73%Q1 2015Q2 201814
SEVEN EIGHT CAPITAL, LP 510.00%0.47%1.10%Q2 2015Q4 202114
Prudent Man Advisors, LLC 14140.22%0.32%0.44%Q2 2020Q3 202314
Meridian Wealth Management, LLC 1310.02%0.04%0.07%Q2 2019Q3 202314
HOEY INVESTMENTS, INC 710.00%0.16%1.46%Q4 2019Q3 202314
MONETTA FINANCIAL SERVICES INC 770.36%0.75%1.16%Q1 2015Q1 202014
MUFG Securities EMEA plc 14140.01%0.30%0.97%Q3 2017Q4 202014
Jolley Asset Management, LLC 14140.02%0.02%0.03%Q1 2015Q2 201814
CWS Financial Advisors, LLC 720.08%0.14%0.21%Q4 2019Q3 202314
Capital Bank & Trust Co 1220.00%0.21%1.16%Q2 2017Q1 202114
JANICZEK WEALTH MANAGEMENT, LLC 14140.01%0.10%0.18%Q2 2020Q3 202314
Cumberland Partners Ltd 14140.32%1.02%1.82%Q2 2018Q3 202114
FLC Capital Advisors 1110.06%0.09%0.13%Q1 2019Q2 202314
SUVRETTA CAPITAL MANAGEMENT, LLC 520.03%1.66%4.10%Q1 2015Q3 202314
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 14142.19%4.76%5.56%Q4 2017Q1 202114
METROPOLITAN LIFE INSURANCE CO/NY 410.22%0.30%0.37%Q4 2018Q3 202314
Cedar Wealth Management, LLC 860.00%0.00%0.00%Q2 2016Q3 202314
PRINCETON CAPITAL MANAGEMENT LLC 730.01%0.73%1.72%Q1 2015Q3 201914
Core Wealth Advisors, Inc. 1310.00%0.00%0.01%Q4 2019Q3 202314
Westchester Capital Management, Inc. 14141.98%2.48%3.01%Q2 2020Q3 202314
Horan Securities, Inc. 710.00%0.02%0.03%Q3 2019Q2 202314
Rodgers Brothers Inc. 14140.18%0.32%0.40%Q2 2020Q3 202314
HARRELL INVESTMENT PARTNERS, LLC 1310.74%0.98%1.45%Q1 2020Q3 202314
Congress Park Capital LLC 1310.13%0.37%0.54%Q1 2020Q3 202314
TEALWOOD ASSET MANAGEMENT INC 1010.14%0.92%1.39%Q4 2016Q4 202314
SIGNET FINANCIAL MANAGEMENT, LLC 1010.02%0.06%0.11%Q1 2016Q3 202314
HOLLENCREST CAPITAL MANAGEMENT 14140.00%0.06%0.10%Q2 2020Q3 202314
Intercontinental Wealth Advisors, LLC 1110.01%0.17%0.32%Q4 2018Q2 202314
ARMISTICE CAPITAL, LLC 14140.79%1.18%2.38%Q2 2020Q3 202314
OKABENA INVESTMENT SERVICES INC 14140.04%0.84%1.64%Q2 2020Q3 202314
Ellis Investment Partners, LLC 14140.03%0.05%0.06%Q2 2019Q3 202214
Pinkerton Retirement Specialists, LLC 1130.01%0.03%0.22%Q1 2015Q3 201814
Impax Asset Management Group plc 14140.02%0.12%0.25%Q3 2018Q4 202114
Teza Capital Management LLC 210.06%0.49%0.99%Q4 2017Q2 202314
SAGE RHINO CAPITAL LLC 14140.08%0.14%0.20%Q1 2019Q2 202214
A.R.T. Advisors, LLC 710.02%0.23%1.28%Q2 2016Q1 202114
J.W. COLE ADVISORS, INC. 1310.04%0.06%0.15%Q4 2019Q3 202314
MOSELEY INVESTMENT MANAGEMENT INC 14140.33%0.52%0.59%Q2 2020Q3 202314
BUCKHEAD CAPITAL MANAGEMENT LLC 1130.05%0.07%0.10%Q1 2015Q4 202014
Cito Capital Group, LLC 860.12%0.25%0.51%Q3 2019Q3 202314
Trust Asset Management LLC 14140.07%0.16%0.22%Q2 2020Q3 202314
Global Thematic Partners, LLC 14140.78%1.88%2.40%Q4 2016Q1 202014
INDEPENDENT INVESTORS INC 14140.06%0.09%0.11%Q2 2019Q3 202214
WASATCH ADVISORS LP 14140.03%0.24%0.41%Q4 2014Q1 201814
British Airways Pensions Investment Management Ltd 770.28%0.88%1.48%Q1 2015Q2 202014
CHICAGO EQUITY PARTNERS LLC 950.01%0.32%0.81%Q1 2015Q1 202014
Bank Julius Baer & Co. Ltd, Zurich 14140.00%0.00%0.00%Q1 2020Q2 202314
Quantitative Systematic Strategies LLC 410.09%0.49%0.98%Q3 2015Q2 202114
ACCIDENT COMPENSATION CORP 770.18%0.43%0.82%Q4 2016Q2 202014
NuWave Investment Management, LLC 610.01%0.75%1.41%Q4 2017Q2 202214
Samalin Investment Counsel, LLC 14140.18%0.25%0.30%Q4 2019Q1 202314
MARINO, STRAM & ASSOCIATES LLC 710.02%0.07%0.16%Q4 2017Q3 202314
LVW Advisors, LLC 14140.32%0.50%0.62%Q2 2020Q3 202314
RELIANCE TRUST CO OF DELAWARE 810.18%0.30%0.50%Q1 2015Q1 201914
NORRIS PERNE & FRENCH LLP/MI 910.02%0.05%0.09%Q1 2015Q1 202214
Measured Wealth Private Client Group, LLC 1310.05%0.22%0.37%Q3 2018Q3 202314
Sicart Associates LLC 14140.44%0.98%2.87%Q2 2020Q3 202314
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 14141.02%1.40%1.78%Q2 2020Q3 202314
RITHOLTZ WEALTH MANAGEMENT 14140.02%0.05%0.09%Q2 2020Q3 202314
Cornerstone Investment Partners, LLC 13131.85%2.65%3.33%Q2 2017Q2 202013
Tufton Capital Management 13130.07%0.69%1.48%Q3 2020Q3 202313
Retirement Group, LLC 810.00%0.01%0.06%Q4 2019Q3 202313
Lenox Wealth Management, Inc. 13130.35%0.50%0.60%Q2 2017Q2 202013
PURA VIDA INVESTMENTS, LLC 610.50%2.29%7.26%Q2 2016Q1 202113
PSI Advisors, LLC 1210.03%0.09%0.21%Q4 2019Q3 202313
SYMPHONY ASSET MANAGEMENT LLC 530.12%0.21%0.43%Q1 2015Q4 201913
Newbridge Financial Services Group, Inc. 13130.00%0.05%0.12%Q3 2020Q3 202313
Axiom Investment Management LLC 710.28%0.35%0.56%Q4 2018Q3 202213
Dynamic Technology Lab Private Ltd 310.04%0.16%0.26%Q1 2016Q2 202313
360 Financial, Inc. 1210.11%0.15%0.20%Q4 2019Q2 202313
MENLO ADVISORS LLC 13132.05%3.48%5.50%Q3 2013Q3 201613
Nexus Investment Management ULC 13131.60%2.09%2.64%Q3 2020Q3 202313
Prime Capital Investment Advisors, LLC 710.00%0.03%0.22%Q2 2018Q3 202313
IAT REINSURANCE CO LTD. 13130.11%0.29%0.72%Q1 2015Q1 201813
Global X Management CO LLC 13130.00%0.03%0.05%Q2 2015Q2 201813
Assured Investment Management LLC 810.00%0.03%0.12%Q1 2015Q1 201913
ELEMENT CAPITAL MANAGEMENT LLC 310.05%0.56%0.99%Q2 2015Q3 202313
KG&L Capital Management,LLC 13130.10%0.24%0.39%Q3 2020Q3 202313
Weaver C. Barksdale & Associates, Inc. 851.03%1.24%1.40%Q4 2016Q3 202313
FORBES J M & CO LLP 13130.82%2.12%3.03%Q1 2015Q1 201813
BOURGEON CAPITAL MANAGEMENT LLC 13131.73%2.75%3.41%Q3 2020Q3 202313
DT Investment Partners, LLC 1210.04%0.12%0.14%Q3 2017Q3 202313
Te Ahumairangi Investment Management Ltd 13130.22%0.56%0.71%Q3 2020Q3 202313
Hoese & Co LLP 13130.08%1.09%2.71%Q4 2020Q4 202313
C-J Advisory, Inc. 13130.01%0.01%0.02%Q3 2016Q3 201913
IndexIQ Advisors LLC 13130.09%0.12%0.19%Q1 2019Q1 202213
JEPPSON WEALTH MANAGEMENT, LLC 13130.12%0.18%0.30%Q3 2020Q3 202313
Signature Wealth Management Group 1030.00%0.47%0.80%Q1 2018Q4 202213
Round Table Services, LLC 1210.05%0.21%0.29%Q1 2017Q2 202113
CFM WEALTH PARTNERS LLC 1120.07%0.22%0.68%Q1 2020Q2 202313
Founders Financial Alliance, LLC 13130.08%0.14%0.19%Q3 2020Q3 202313
MinichMacGregor Wealth Management, LLC 1210.00%0.01%0.02%Q4 2015Q4 202213
TIEDEMANN ADVISORS, LLC 720.01%0.08%0.23%Q4 2016Q4 202013
Kingfisher Capital LLC 13130.37%0.59%0.71%Q4 2016Q4 201913
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.17%0.23%0.26%Q3 2020Q3 202313
Nan Shan Life Insurance Co., Ltd. 730.14%0.66%1.35%Q1 2015Q3 202313
EDMP, INC. 13133.80%4.39%4.98%Q1 2015Q1 201813
MITCHELL CAPITAL MANAGEMENT CO 13130.07%0.29%0.44%Q4 2017Q4 202013
MYCIO WEALTH PARTNERS, LLC 1030.02%0.03%0.04%Q1 2015Q4 201913
Beacon Financial Advisory LLC 13130.20%0.29%0.35%Q3 2020Q3 202313
HRS Investment Holdings, LLC 13130.43%1.50%2.98%Q4 2015Q4 201813
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 13130.05%0.12%0.20%Q3 2020Q3 202313
Capital World Investors 1030.02%0.15%0.60%Q4 2016Q2 202113
CGN Advisors LLC 13130.12%0.23%0.34%Q4 2020Q4 202313
Key FInancial Inc 1210.03%0.06%0.10%Q1 2020Q3 202313
XML Financial, LLC 13130.06%0.12%0.18%Q3 2020Q3 202313
B & T Capital Management DBA Alpha Capital Management 13130.59%0.71%0.80%Q2 2020Q2 202313
GYL FINANCIAL SYNERGIES, LLC 810.06%0.15%0.28%Q3 2019Q3 202313
Coho Partners, Ltd. 13132.19%2.87%3.50%Q3 2020Q3 202313
Live Oak Private Wealth LLC 1210.04%0.25%0.42%Q4 2019Q2 202313
Pacer Advisors, Inc. 1210.01%0.09%0.24%Q2 2018Q3 202313
Truehand, Inc 13130.97%1.33%1.56%Q4 2018Q4 202113
GROUP ONE TRADING, L.P. 410.00%0.00%0.01%Q2 2015Q1 202313
Banco Santander, S.A. 1010.00%0.04%0.09%Q4 2016Q1 202313
MADDEN SECURITIES Corp 1210.10%0.16%0.23%Q4 2019Q2 202313
TPI Fund Managers Ltd 13130.97%3.89%6.14%Q2 2019Q2 202213
CARILLON TOWER ADVISERS, INC. 13130.07%0.16%0.32%Q4 2017Q4 202013
Graypoint LLC 13130.04%0.05%0.07%Q3 2020Q3 202313
QUEST CAPITAL MANAGEMENT INC /ADV 13130.11%0.40%0.54%Q4 2018Q4 202113
Kestra Advisory Services, LLC 13130.08%0.11%0.15%Q3 2020Q3 202313
Winslow Capital Management, LLC 1030.00%0.28%1.28%Q2 2015Q4 201813
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 1210.01%0.02%0.03%Q4 2015Q4 202213
Polaris Wealth Advisory Group, LLC 610.00%0.96%2.80%Q1 2015Q2 202313
Strategic Blueprint, LLC 13130.09%0.13%0.17%Q3 2020Q3 202313
Dakota Wealth Management 910.02%0.08%0.19%Q2 2018Q3 202313
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 820.00%0.03%0.07%Q1 2015Q1 201913
CSS LLC/IL 880.01%0.01%0.02%Q1 2015Q4 201613
COZAD ASSET MANAGEMENT INC 13130.03%0.07%0.09%Q2 2018Q2 202113
AJO, LP 1120.00%0.42%1.48%Q3 2016Q4 202013
Hodges Capital Management Inc. 820.06%0.22%0.68%Q4 2018Q3 202313
TFC Financial Management, Inc. 13130.02%0.03%0.05%Q3 2020Q3 202313
Greenline Partners, LLC 13130.34%0.65%0.88%Q3 2020Q3 202313
Veracity Capital LLC 1210.08%0.22%0.60%Q4 2019Q2 202313
CenturyLink Investment Management Co 1120.00%0.14%0.27%Q1 2015Q1 202013
Birch Capital Management, LLC 13130.11%0.60%1.03%Q4 2019Q4 202213
GENESEE VALLEY TRUST CO 13130.50%0.62%0.92%Q1 2015Q1 201813
Crumly & Associates Inc. 1120.09%0.20%0.28%Q1 2020Q3 202313
Mariner Wealth Advisors-Cincinnati, LLC 1210.20%0.72%1.54%Q1 2015Q3 201813
WISCONSIN CAPITAL MANAGEMENT LLC 13130.14%0.74%1.79%Q4 2018Q4 202113
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 13130.48%0.56%0.67%Q1 2015Q1 201813
Hexagon Capital Partners LLC 13130.03%0.04%0.07%Q3 2020Q3 202313
DORCHESTER WEALTH MANAGEMENT Co 720.04%0.06%0.08%Q3 2019Q3 202313
South Street Advisors LLC 13130.89%2.94%4.15%Q1 2015Q1 201813
Tyers Asset Management LLC 12120.03%0.07%0.20%Q4 2016Q3 201912
Braun-Bostich & Associates Inc. 12120.26%0.50%0.67%Q4 2017Q3 202012
Virtus Fund Advisers, LLC 12120.05%0.06%0.08%Q1 2015Q4 201712
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.15%0.18%0.23%Q4 2018Q3 202112
Asio Capital, LLC 1020.44%1.17%1.80%Q4 2019Q3 202312
Scott Investment Partners LLP 12121.93%2.94%4.13%Q4 2020Q3 202312
IFC Holdings Incorporated/FL 12120.03%0.07%0.13%Q1 2015Q4 201712
Foundations Investment Advisors, LLC 12120.01%0.03%0.04%Q4 2020Q3 202312
ISLAY CAPITAL MANAGEMENT, LLC 750.01%0.03%0.06%Q4 2019Q4 202212
Progressive Investment Management Corp 12120.43%1.67%2.52%Q1 2015Q4 201712
CARY STREET PARTNERS ASSET MANAGEMENT LLC 12120.32%0.41%0.52%Q4 2020Q3 202312
LETKO, BROSSEAU & ASSOCIATES INC 12120.26%0.39%0.54%Q1 2015Q4 201712
Sustainable Growth Advisers, LP 12120.02%0.69%1.26%Q4 2020Q3 202312
Integrated Investment Consultants, LLC 710.04%0.07%0.14%Q1 2016Q2 202012
Berman Capital Advisors, LLC 12120.07%0.09%0.11%Q4 2018Q3 202112
Connolly Sarah T. 12121.01%1.11%1.20%Q4 2020Q3 202312
FSB PREMIER WEALTH MANAGEMENT, INC. 12120.20%0.29%0.38%Q4 2020Q3 202312
Wealth Alliance Advisory Group, LLC 910.10%0.13%0.14%Q3 2018Q2 202212
Bond & Devick Financial Network, Inc. 12120.30%0.47%0.76%Q4 2020Q3 202312
Columbia Trust Co 01012016 720.11%0.26%0.56%Q4 2019Q3 202312
Valmark Advisers, Inc. 12120.02%0.02%0.02%Q4 2020Q3 202312
CoreFirst Bank & Trust 12120.16%0.21%0.25%Q4 2020Q3 202312
Berkeley Capital Partners, LLC 12120.10%0.31%0.56%Q4 2020Q3 202312
Redwood Investments, LLC 510.02%0.02%0.02%Q3 2016Q3 202112
Avalon Investment & Advisory 660.06%0.45%0.93%Q2 2016Q1 202312
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ 1110.40%2.10%3.27%Q1 2015Q3 201812
AHL Partners LLP 12120.02%0.18%0.36%Q1 2015Q4 201712
SlateStone Wealth, LLC 910.05%0.13%0.20%Q4 2019Q3 202312
Plancorp, LLC 1010.17%0.32%0.72%Q1 2015Q1 201912
Barbara Oil Co. 12121.13%1.35%1.54%Q1 2015Q4 201712
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 12120.00%0.29%0.48%Q4 2020Q3 202312
B. Riley Wealth Management, Inc. 1020.03%0.07%0.13%Q1 2015Q2 202212
ARDSLEY ADVISORY PARTNERS LP 910.03%0.11%0.24%Q2 2015Q4 201912
High Note Wealth, LLC 12120.17%0.24%0.39%Q4 2020Q3 202312
Van Hulzen Asset Management, LLC 750.02%0.62%1.63%Q2 2019Q3 202312
Vest Financial, LLC 12121.10%1.39%1.62%Q4 2020Q3 202312
Raub Brock Capital Management LP 1020.05%3.46%4.67%Q4 2018Q2 202212
Malaga Cove Capital, LLC 750.09%0.33%0.44%Q2 2015Q3 202312
Catalyst Capital Advisors LLC 710.02%0.07%0.23%Q1 2017Q3 202312
Signet Investment Advisory Group, Inc. 12120.35%0.83%1.08%Q4 2020Q3 202312
Salvus Wealth Management, LLC 12120.23%0.31%0.40%Q4 2020Q3 202312
CFO4Life Group, LLC 620.04%0.07%0.10%Q3 2019Q3 202312
First Pacific Financial 12120.33%0.40%0.47%Q4 2020Q3 202312
Aperture Investors, LLC 12120.75%0.98%1.24%Q4 2020Q3 202312
StoneX Group Inc. 710.05%0.11%0.29%Q2 2017Q3 202212
CSat Investment Advisory, L.P. 12120.00%0.04%0.10%Q2 2018Q1 202112
Apollon Wealth Management, LLC 1110.05%0.14%0.23%Q2 2020Q3 202312
FOX RUN MANAGEMENT, L.L.C. 210.11%0.33%0.91%Q4 2015Q2 202312
Charter Oak Capital Management, LLC 12120.19%0.25%0.33%Q4 2020Q3 202312
Sompo Asset Management Co., Ltd. 710.05%0.73%1.66%Q3 2017Q3 202312
Compass Ion Advisors, LLC 930.04%0.09%0.19%Q3 2020Q3 202312
Proquility Private Wealth Partners, LLC 12120.49%1.08%1.43%Q4 2020Q3 202312
1623 Capital LLC 12121.85%2.90%4.31%Q4 2019Q3 202212
Lazard Freres Gestion S.A.S. 12121.38%1.77%2.00%Q4 2020Q3 202312
SENTINEL ASSET MANAGEMENT, INC. 12120.74%1.28%1.44%Q4 2014Q3 201712
Auxano Advisors, LLC 12120.11%0.22%0.39%Q4 2020Q3 202312
Capstone Triton Financial Group, LLC 12120.25%0.49%1.15%Q4 2020Q3 202312
Main Street Financial Solutions, LLC 12120.12%0.16%0.22%Q4 2020Q3 202312
Summit Trail Advisors, LLC 750.02%0.08%0.20%Q4 2017Q3 202312
Baillie Gifford 12120.01%0.03%0.04%Q4 2020Q3 202312
BREMER TRUST NATIONAL ASSOCIATION 1020.05%0.23%0.38%Q1 2015Q4 201812
Aaron Wealth Advisors LLC 12120.03%0.32%0.47%Q4 2020Q3 202312
Elkfork Partners LLC 12120.03%0.08%0.20%Q4 2016Q3 201912
Sentry Investments Corp. 12120.31%1.32%2.21%Q1 2015Q4 201712
Armor Investment Advisors, LLC 840.14%0.17%0.21%Q1 2018Q3 202112
HENDLEY & CO INC 930.09%0.47%2.07%Q1 2015Q3 202312
CUE ADVISORY SERVICES, INC. 12120.19%0.27%0.33%Q4 2015Q3 201812
Intrua Financial, LLC 12120.17%0.24%0.62%Q2 2020Q1 202312
Altavista Wealth Management, Inc. 710.05%0.11%0.18%Q3 2016Q3 202112
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 610.02%0.66%1.64%Q4 2018Q1 202212
ARK Investment Management 12120.00%0.01%0.02%Q3 2018Q2 202112
Concord Wealth Partners 12120.02%0.10%0.14%Q4 2020Q3 202312
TODD ASSET MANAGEMENT LLC 1110.01%1.23%1.88%Q3 2016Q1 202112
Marcum Wealth, LLC 12120.08%0.12%0.18%Q4 2020Q3 202312
IVC Wealth Advisors LLC 12120.31%0.37%0.51%Q4 2020Q3 202312
EULAV Asset Management 12120.11%0.23%0.33%Q1 2015Q4 201712
USA FINANCIAL FORMULAS 1010.00%0.20%1.18%Q1 2015Q4 202112
True North Advisors, LLC 12120.10%0.15%0.19%Q2 2020Q1 202312
TUCKER ASSET MANAGEMENT LLC 12120.00%0.01%0.03%Q4 2020Q3 202312
NUANCE INVESTMENTS, LLC 510.01%0.34%0.84%Q3 2018Q3 202312
Hummer Financial Advisory Services Inc 1110.19%0.27%0.34%Q4 2019Q2 202312
NewEdge Wealth, LLC 12120.02%0.36%1.40%Q4 2020Q3 202312
TECTONIC ADVISORS LLC 12120.09%0.17%0.24%Q4 2020Q3 202312
Harvest Fund Management Co., Ltd 930.01%0.02%0.04%Q3 2018Q3 202112
Zions Bancorporation 1110.10%0.28%0.37%Q1 2015Q2 201812
Ten Capital Wealth Advisors, LLC 12120.02%0.24%0.72%Q3 2020Q2 202312
Legacy Bridge, LLC 12120.07%0.10%0.15%Q4 2020Q3 202312
PACES FERRY WEALTH ADVISORS, LLC 930.18%0.25%0.32%Q3 2020Q3 202312
WOLFF WIESE MAGANA LLC 12120.82%0.98%1.13%Q4 2020Q3 202312
Yellowstone Partners, LLC 720.24%0.41%0.52%Q4 2013Q4 201712
Mayflower Financial Advisors, LLC 12120.09%0.11%0.16%Q4 2020Q3 202312
First Capital Advisors Group, LLC. 750.16%0.30%0.43%Q4 2016Q2 202312
Bard Financial Services, Inc. 12120.04%0.11%0.31%Q4 2020Q3 202312
Prairiewood Capital, LLC 12120.33%0.51%0.76%Q4 2020Q3 202312
Arcus Capital Partners, LLC 1110.04%0.16%0.27%Q4 2015Q4 202212
Phoenix Holdings Ltd. 1020.01%0.55%1.15%Q1 2020Q2 202312
Glen Harbor Capital Management LLC 12120.04%0.10%0.27%Q4 2016Q3 201912
ENCOMPASS WEALTH ADVISORS, LLC 12120.15%0.25%0.63%Q4 2020Q3 202312
SOA Wealth Advisors, LLC. 12120.00%0.01%0.02%Q4 2020Q3 202312
Omnia Family Wealth, LLC 1110.08%0.11%0.14%Q4 2016Q4 201912
SkyView Investment Advisors, LLC 12120.00%0.28%0.40%Q4 2020Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.03%0.08%0.12%Q4 2018Q3 202112
Regal Wealth Group, Inc. 12120.00%0.00%0.00%Q2 2018Q1 202112
Kesler, Norman & Wride, LLC 12120.71%0.93%1.19%Q4 2020Q3 202312
Meadow Creek Investment Management LLC 12120.03%0.08%0.21%Q4 2016Q3 201912
Orion Capital Management LLC 12120.24%0.54%0.76%Q4 2020Q3 202312
NinePointTwo Capital LLC 12120.08%0.13%0.21%Q4 2020Q3 202312
OUTFITTER FINANCIAL LLC 12120.90%1.09%1.23%Q4 2020Q3 202312
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 12120.28%0.60%0.93%Q2 2015Q1 201812
BAKER TILLY WEALTH MANAGEMENT, LLC 12120.18%0.30%0.46%Q4 2020Q3 202312
Berger Financial Group, Inc 12120.40%0.81%1.49%Q4 2020Q3 202312
Graves Light Lenhart Wealth, Inc. 840.02%0.04%0.06%Q1 2019Q2 202212
Soltis Investment Advisors LLC 12120.07%0.29%0.73%Q4 2020Q3 202312
CreativeOne Wealth, LLC 12120.01%0.02%0.04%Q4 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.26%0.32%0.39%Q4 2020Q3 202312
WOODWARD DIVERSIFIED CAPITAL, LLC 12120.26%0.31%0.40%Q4 2020Q3 202312
SII INVESTMENTS INC/WI 12120.02%0.05%0.08%Q1 2015Q4 201712
Legacy Wealth Asset Management, LLC 12120.53%0.98%1.45%Q4 2020Q3 202312
First Trust Direct Indexing L.P. 12120.23%0.33%0.48%Q4 2020Q3 202312
Whitnell & Co. 1010.00%0.02%0.04%Q1 2015Q4 201912
TIEMANN INVESTMENT ADVISORS, LLC 1110.21%0.26%0.31%Q1 2015Q3 202212
Opus Capital Group, LLC 12120.05%0.11%0.16%Q2 2016Q1 201912
MENORA MIVTACHIM HOLDINGS LTD. 12120.72%1.17%1.61%Q4 2016Q3 201912
Blueshift Asset Management, LLC 310.07%0.28%0.70%Q2 2019Q3 202312
Neo Ivy Capital Management 610.03%0.44%0.82%Q1 2019Q2 202312
SITTNER & NELSON, LLC 12120.35%0.47%0.65%Q4 2020Q3 202312
East Coast Asset Management, LLC. 12120.06%0.14%0.21%Q1 2015Q4 201712
Sunburst Financial Group, LLC 1110.08%0.18%0.24%Q4 2019Q2 202312
Strategic Global Advisors, LLC 840.06%0.70%1.52%Q1 2015Q3 202012
GLG LLC 12120.14%0.38%0.62%Q1 2015Q4 201712
BOK Financial Private Wealth, Inc. 11110.00%0.02%0.05%Q1 2021Q3 202311
Migdal Insurance & Financial Holdings Ltd. 410.01%0.02%0.03%Q1 2017Q3 202011
First Dallas Securities Inc. 830.06%0.34%0.68%Q4 2020Q3 202311
ROWLANDMILLER & PARTNERS.ADV 920.04%0.10%0.13%Q1 2021Q4 202311
ANTIPODES PARTNERS Ltd 11110.94%3.84%6.34%Q2 2019Q4 202111
Sageworth Trust Co 810.00%0.00%0.02%Q1 2018Q1 202311
Lumature Wealth Partners, LLC 11110.05%0.15%0.65%Q4 2020Q2 202311
IMPAX ASSET MANAGEMENT LLC 11110.03%0.05%0.08%Q4 2015Q2 201811
Hall Private Wealth Advisors 1011.36%3.28%4.32%Q4 2020Q3 202311
THOMPSON DAVIS & CO., INC. 11110.02%0.08%0.38%Q1 2015Q3 201711
Centre Asset Management, LLC 621.76%2.46%2.81%Q3 2018Q4 202311
Clearview Wealth Advisors LLC 11110.01%0.02%0.03%Q4 2020Q2 202311
Commonwealth Equity Services, Inc 11110.08%0.10%0.12%Q1 2015Q3 201711
SEIZERT CAPITAL PARTNERS, LLC 11110.01%0.02%0.02%Q4 2014Q2 201711
Barrington Strategic Wealth Management Group LLC 11110.35%0.40%0.51%Q1 2015Q3 201711
SeaTown Holdings Pte. Ltd. 11110.13%1.87%2.92%Q1 2019Q3 202111
Beaumont Asset Management, L.L.C. 620.17%0.50%0.92%Q4 2019Q3 202311
FISHMAN JAY A LTD/MI 11110.17%0.20%0.24%Q1 2015Q3 201711
COMERICA SECURITIES INC 11110.11%0.14%0.19%Q2 2016Q4 201811
Twin Lakes Capital Management, LLC 11110.11%0.25%0.31%Q1 2021Q3 202311
Geneva Advisors, LLC 11110.02%0.03%0.04%Q4 2014Q2 201711
EDGAR LOMAX CO/VA 740.90%1.33%2.07%Q1 2018Q3 202311
MATRIX PRIVATE CAPITAL GROUP LLC 11110.13%0.28%0.47%Q4 2019Q2 202211
Divergent Wealth Advisors 11110.66%0.77%0.83%Q1 2018Q3 202011
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.01%0.03%Q4 2015Q3 202011
MCDONALD PARTNERS LLC 740.24%0.28%0.34%Q4 2020Q3 202311
INVESTMENT CENTERS OF AMERICA INC 11110.05%0.08%0.10%Q1 2015Q3 201711
Freedom Investment Management, Inc. 11110.11%0.21%0.35%Q1 2021Q3 202311
TRUEWEALTH LLC 11110.15%0.18%0.20%Q4 2017Q2 202011
Visionary Wealth Advisors 650.02%0.02%0.04%Q3 2020Q2 202311
Systematic Alpha Investments, LLC 11110.12%0.15%0.22%Q1 2021Q3 202311
STEEL GROVE CAPITAL ADVISORS, LLC 830.03%0.05%0.10%Q3 2015Q4 201811
I.G. INVESTMENT MANAGEMENT, LTD. 11110.19%0.47%0.80%Q1 2015Q3 201711
DUALITY ADVISERS, LP 420.03%0.30%0.71%Q4 2018Q1 202311
DUDLEY & SHANLEY, INC. 11111.87%4.40%5.70%Q4 2019Q2 202211
JENNISON ASSOCIATES LLC 830.00%0.06%0.13%Q1 2015Q3 202111
Ameritas Investment Company, LLC 920.04%0.09%0.21%Q4 2018Q3 202111
UNITED STATES STEEL & CARNEGIE PENSION FUND 11111.55%2.50%2.95%Q1 2015Q3 201711
Pallas Capital Advisors LLC 11110.02%0.83%1.43%Q1 2021Q3 202311
RAY GERALD L & ASSOCIATES LTD 11110.03%0.10%0.16%Q1 2015Q3 201711
KB FINANCIAL PARTNERS, LLC 11110.00%0.14%0.22%Q1 2021Q3 202311
Vontobel Swiss Wealth Advisors AG 11110.20%1.39%3.72%Q3 2016Q1 201911
LMCG INVESTMENTS, LLC 740.04%0.14%0.20%Q4 2014Q3 202311
Minot Wealth Management LLC 11110.52%1.16%1.75%Q4 2019Q2 202211
Orbimed Advisors 11110.26%0.56%0.82%Q2 2015Q4 201711
Financial & Tax Architects, LLC 11111.29%1.57%1.72%Q1 2021Q3 202311
Addison Advisors LLC 1010.01%0.07%0.12%Q4 2020Q3 202311
CANANDAIGUA NATIONAL CORP 11110.23%0.45%0.62%Q2 2020Q4 202211
Shoker Investment Counsel, Inc. 710.10%0.14%0.17%Q3 2018Q1 202211
Guardian Wealth Advisors, LLC 830.02%0.19%0.26%Q4 2020Q3 202311
Ranch Capital Advisors Inc. 830.01%0.16%0.60%Q4 2019Q3 202311
Jupiter Wealth Management LLC 830.27%0.40%0.83%Q3 2020Q3 202311
Kore Private Wealth LLC 920.03%0.04%0.07%Q4 2018Q3 202111
Joel Isaacson & Co., LLC 830.01%0.02%0.03%Q1 2015Q3 202111
NATIONAL PLANNING CORP 11110.04%0.05%0.09%Q1 2015Q3 201711
American Research & Management Co. 910.00%0.00%0.01%Q2 2018Q3 202211
River Wealth Advisors LLC 510.04%0.05%0.07%Q2 2018Q2 202311
CONGRESS ASSET MANAGEMENT CO /MA 11110.01%0.01%0.01%Q4 2014Q2 201711
HOLLAND CAPITAL MANAGEMENT LLC 11111.46%2.33%3.03%Q4 2014Q2 201711
HBK INVESTMENTS L P 510.00%0.04%0.15%Q4 2017Q2 202311
TWIN FOCUS CAPITAL PARTNERS, LLC 1010.04%0.08%0.16%Q3 2016Q4 202211
JT Stratford LLC 11110.16%0.84%1.62%Q2 2017Q4 201911
OPSEU Pension Plan Trust Fund 11110.25%0.35%0.47%Q1 2020Q3 202211
SWS Partners 720.00%0.89%1.62%Q4 2017Q3 202111
Spire Wealth Management 11110.04%0.06%0.10%Q1 2021Q3 202311
Angeles Investment Advisors, LLC 430.02%0.07%0.35%Q1 2019Q3 202311
Nachman Norwood & Parrott, Inc 11110.09%0.10%0.12%Q4 2018Q2 202111
Hoover Financial Advisors, Inc. 11110.13%0.33%0.59%Q4 2018Q2 202111
StrongBox Wealth, LLC 710.12%0.39%1.26%Q1 2020Q4 202311
Robertson Stephens Wealth Management, LLC 11110.04%0.11%0.20%Q1 2021Q3 202311
HighTower Trust Company, N.A. 610.02%0.04%0.06%Q4 2015Q1 202311
Piscataqua Savings Bank 11110.05%0.08%0.13%Q1 2021Q3 202311
First Heartland Consultants, Inc. 610.03%0.08%0.14%Q1 2015Q3 202311
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 740.01%0.05%0.10%Q1 2015Q2 201911
Summit Financial Strategies, Inc. 1010.05%0.08%0.17%Q4 2017Q3 202311
Nationwide Fund Advisors 11110.19%0.23%0.28%Q1 2015Q3 201711
VisionPoint Advisory Group, LLC 620.08%0.12%0.17%Q2 2020Q3 202311
BAR HARBOR TRUST SERVICES 710.00%1.96%3.22%Q1 2015Q2 202211
West Branch Capital LLC 1010.01%0.04%0.32%Q4 2019Q3 202311
Biltmore Wealth Management, LLC 11110.21%0.25%0.31%Q1 2021Q3 202311
Capital Investment Counsel, Inc 410.04%0.07%0.10%Q1 2017Q3 202311
Glovista Investments LLC 11110.06%0.09%0.13%Q4 2018Q2 202111
Capital International Investors 11110.06%0.36%0.86%Q4 2016Q2 201911
Geller Advisors LLC 920.05%0.09%0.12%Q2 2020Q3 202311
Journey Advisory Group, LLC 740.03%0.07%0.10%Q4 2020Q3 202311
TLP GROUP LLC 520.02%0.19%0.38%Q4 2015Q3 201810
Summit Financial, LLC 10100.06%0.12%0.17%Q2 2021Q3 202310
Global Wealth Management Investment Advisory, Inc. 910.00%0.01%0.01%Q4 2018Q2 202210
Y-Intercept (Hong Kong) Ltd 730.02%0.17%0.41%Q4 2020Q2 202310
UNIVEST FINANCIAL Corp 710.06%0.07%0.09%Q1 2020Q2 202310
PUZO MICHAEL J 730.12%0.69%1.30%Q1 2015Q3 202310
Capital International Sarl 10100.14%0.27%0.44%Q4 2016Q1 201910
CAPITAL INTERNATIONAL LTD /CA/ 10100.14%0.38%0.66%Q4 2016Q1 201910
ABERDEEN ASSET MANAGEMENT PLC/UK 10100.11%0.14%0.16%Q1 2015Q2 201710
TOEWS CORP /ADV 410.05%0.39%0.81%Q2 2016Q4 202210
STUYVESANT CAPITAL MANAGEMENT 10104.07%4.85%5.50%Q1 2015Q2 201710
ARGENT CAPITAL MANAGEMENT LLC 10100.02%0.49%0.62%Q3 2020Q4 202210
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 10100.89%1.05%1.25%Q4 2017Q1 202010
OLD DOMINION CAPITAL MANAGEMENT INC 10100.08%0.22%0.26%Q2 2019Q3 202110
NIPPON LIFE INSURANCE CO 10100.07%0.10%0.12%Q2 2015Q3 201710
HUSSMAN STRATEGIC ADVISORS, INC. 810.12%1.38%1.91%Q1 2015Q4 202210
SOMERVILLE KURT F 730.05%0.55%1.06%Q4 2014Q3 202310
Capital International, Inc./CA/ 10100.08%0.27%0.62%Q4 2016Q1 201910
THOMPSON INVESTMENT MANAGEMENT, INC. 730.01%0.04%0.07%Q1 2015Q3 202310
JACOBS LEVY EQUITY MANAGEMENT, INC 910.00%0.03%0.11%Q3 2017Q3 202010
Cadence Bank 510.02%0.18%0.39%Q4 2018Q3 202310
Broderick Brian C 730.09%0.47%0.88%Q1 2016Q3 202310
CAXTON ASSOCIATES LP 510.00%0.09%0.21%Q1 2015Q4 202210
Marshall Wace North America L.P. 510.10%0.27%0.90%Q4 2017Q3 202110
Amundi 10100.16%0.44%0.64%Q2 2021Q3 202310
River Road Asset Management, LLC 10100.05%0.18%0.34%Q1 2020Q2 202210
CAPSTONE ASSET MANAGEMENT CO 10100.29%0.47%0.77%Q1 2015Q2 201710
NOVARE CAPITAL MANAGEMENT LLC 10100.14%1.11%1.39%Q4 2019Q1 202210
HARBOUR INVESTMENTS, INC. 640.02%0.04%0.06%Q1 2021Q3 202310
Spears Abacus Advisors LLC 10100.02%0.04%0.06%Q1 2020Q2 202210
ARGENT TRUST Co 10100.56%0.74%1.03%Q4 2015Q1 201810
CARRET ASSET MANAGEMENT, LLC 10100.03%0.04%0.06%Q4 2020Q1 202310
HC FINANCIAL ADVISORS INC 10100.01%0.02%0.03%Q1 2020Q2 202210
Dynamic Capital Management Ltd 610.07%0.22%0.73%Q2 2015Q3 201810
First Bancorp, Inc /ME/ 910.20%0.27%0.38%Q1 2021Q3 202310
MU Investments Co., Ltd. 510.01%0.10%0.22%Q1 2015Q4 201710
Morningstar Investment Services LLC 910.00%0.38%0.51%Q2 2020Q3 202310
DRW Securities, LLC 310.00%0.03%0.16%Q4 2017Q3 202310
RIVER GLOBAL INVESTORS LLP 10100.35%0.49%0.84%Q3 2016Q4 201810
abrdn Investment Management Ltd 10100.02%0.49%1.34%Q1 2015Q2 201710
MONEY CONCEPTS CAPITAL CORP 820.15%0.20%0.41%Q4 2020Q3 202310
iAB Financial Bank 10100.20%0.25%0.35%Q1 2015Q2 201710
MetLife Investment Management, LLC 310.20%0.31%0.42%Q4 2019Q3 202310
WFG Advisors, LP 10100.27%0.37%0.46%Q1 2015Q2 201710
Commonwealth Financial Services, LLC 910.03%0.05%0.13%Q1 2015Q3 202310
Candriam S.C.A. 710.00%0.00%0.01%Q4 2018Q1 202210
Gladius Capital Management LP 410.00%0.02%0.11%Q4 2018Q4 202110
CAPITAL GUARDIAN TRUST CO 10100.02%0.53%1.86%Q4 2016Q1 201910
HERMES INVESTMENT MANAGEMENT LTD 810.02%0.02%0.02%Q1 2015Q4 201710
Goelzer Investment Management, Inc. 730.02%0.12%0.37%Q1 2019Q3 202310
PIERSHALE FINANCIAL GROUP, INC. 730.01%0.01%0.01%Q1 2015Q2 202310
Kiwi Wealth Investments Limited Partnership 510.04%0.56%1.48%Q3 2015Q2 202310
DC Investments Management, LLC 820.14%0.48%0.81%Q4 2017Q2 202010
Antonetti Capital Management LLC 910.02%0.03%0.05%Q2 2010Q3 202310
Virtu KCG Holdings LLC 10100.03%0.08%0.20%Q1 2015Q2 201710
RPg Family Wealth Advisory, LLC 10100.01%0.02%0.04%Q4 2015Q1 201810
Point72 Middle East FZE 440.03%0.09%0.48%Q4 2022Q3 202310
Willingdon Wealth Management 10100.00%0.01%0.01%Q4 2017Q1 202010
Vontobel Holding Ltd. 10100.28%0.44%0.61%Q2 2021Q3 202310
Beta Wealth Group, Inc. 10100.16%0.23%0.28%Q2 2021Q3 202310
Pictet North America Advisors SA 10100.05%0.08%0.10%Q4 2019Q1 202210
Private Ocean, LLC 410.00%0.00%0.01%Q3 2017Q1 202310
BlueCrest Capital Management Ltd 510.01%0.08%0.41%Q2 2017Q3 202310
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 730.00%0.02%0.04%Q4 2015Q2 201810
KWMG, LLC 730.00%0.11%0.21%Q1 2015Q1 201910
Delos Wealth Advisors, LLC 10100.03%0.04%0.08%Q2 2021Q3 202310
Bank of New Hampshire 10100.06%0.07%0.10%Q2 2021Q3 202310
KENNICOTT CAPITAL MANAGEMENT LLC 10100.47%0.56%0.64%Q2 2021Q3 202310
CT Financial Advisors LLC 910.01%0.01%0.02%Q1 2014Q1 201710
Alaethes Wealth LLC 10100.74%0.84%1.06%Q1 2021Q2 202310
EMFO, LLC 10100.05%0.21%0.83%Q2 2021Q3 202310
Hayden Royal, LLC 910.11%0.19%0.41%Q4 2018Q2 202110
CHILDRESS CAPITAL ADVISORS, LLC 910.08%0.14%0.22%Q4 2020Q3 202310
First Affirmative Financial Network 10100.47%0.53%0.63%Q3 2021Q4 202310
GSB Wealth Management, LLC 820.17%0.29%0.40%Q1 2021Q3 202310
CFS Investment Advisory Services, LLC 910.08%0.22%0.34%Q4 2020Q3 202310
Intermede Investment Partners Ltd 10104.05%4.73%5.33%Q4 2015Q1 201810
Tradition Wealth Management, LLC 10100.14%0.18%0.26%Q2 2021Q3 202310
McClarren Financial Advisors, Inc. 640.00%0.00%0.00%Q4 2020Q2 202310
E Fund Management Co., Ltd. 910.01%0.02%0.03%Q1 2021Q3 202310
Intellectus Partners, LLC 10100.01%0.04%0.07%Q4 2016Q1 201910
CHOREO, LLC 10100.02%0.03%0.04%Q2 2021Q3 202310
Accel Wealth Management 10100.03%0.06%0.09%Q4 2020Q1 202310
44 WEALTH MANAGEMENT LLC 550.24%0.55%1.40%Q4 2020Q2 202310
Shepherd Financial Partners LLC 730.04%0.06%0.08%Q1 2021Q3 202310
Sunflower Bank, N.A. 10100.05%0.08%0.10%Q2 2020Q3 202210
Royal Fund Management, LLC 910.00%0.01%0.01%Q2 2017Q1 202010
Running Oak Capital LLC 550.20%1.45%1.71%Q2 2020Q3 202310
WoodTrust Financial Corp 910.06%0.15%0.34%Q3 2020Q3 202310
BRIDGES INVESTMENT COUNSEL INC/ 810.06%0.11%0.28%Q1 2015Q4 201710
Taylor Hoffman Wealth Management 910.04%0.05%0.06%Q4 2017Q2 202010
TRH Financial, LLC 911.01%1.84%2.56%Q4 2019Q2 202210
Chesapeake Wealth Management 10100.08%0.27%0.52%Q2 2019Q3 202110
Investment Research & Advisory Group, Inc. 10100.01%0.01%0.01%Q2 2021Q3 202310
Lion Street Advisors, LLC 410.07%0.71%5.57%Q1 2020Q3 202310
AXS Investments LLC 820.31%0.49%0.73%Q1 2021Q3 202310
Ocean Capital Management, LLC 730.08%0.14%0.19%Q2 2019Q1 202210
G&S Capital LLC 10100.02%0.03%0.08%Q4 2017Q1 202010
GPS Wealth Strategies Group, LLC 730.02%0.05%0.26%Q1 2021Q3 202310
CERTUITY, LLC 820.03%0.13%0.28%Q4 2019Q3 202310
Lionsbridge Wealth Management LLC 10100.90%1.19%1.59%Q4 2019Q1 202210
Adams Chetwood Wealth Management LLC 10100.40%0.56%0.66%Q4 2019Q1 202210
Maryland State Retirement & Pension System 420.18%0.29%0.47%Q4 2020Q3 202310
Insight Folios Inc 10100.11%0.12%0.15%Q2 2021Q3 202310
Baldrige Asset Management LLC 820.00%0.06%0.23%Q1 2019Q1 202310
Keudell/Morrison Wealth Management 640.08%0.12%0.17%Q4 2020Q3 202310
Accurate Wealth Management, LLC 990.10%0.13%0.19%Q3 2021Q3 20239
FCM INVESTMENTS/TX 990.08%0.09%0.09%Q1 2015Q1 20179
Skylands Capital, LLC 990.17%0.48%0.58%Q1 2015Q1 20179
FORA Capital, LLC 310.24%0.58%1.55%Q4 2019Q3 20239
Altshuler Shaham Ltd 610.00%0.00%0.01%Q4 2018Q2 20229
Independent Portfolio Consultants, Inc. 990.16%0.25%0.42%Q2 2015Q2 20179
EDGE ASSET MANAGEMENT, INC 990.82%0.89%0.95%Q1 2015Q1 20179
U.S. Capital Wealth Advisors, LLC 990.06%0.13%0.23%Q3 2021Q3 20239
Chicago Capital, LLC 710.01%0.01%0.01%Q4 2019Q2 20239
Brookfield Asset Management 410.00%0.03%0.08%Q2 2020Q2 20239
BOSTON ADVISORS LLC 710.01%0.02%0.05%Q1 2015Q2 20199
HEARTLAND ADVISORS INC 990.06%0.16%0.33%Q1 2020Q1 20229
WC Walker & Associates, Inc. 990.93%1.20%1.38%Q4 2020Q4 20229
Roberts Wealth Advisors, LLC 991.22%1.52%1.73%Q3 2021Q3 20239
Sullivan, Bruyette, Speros & Blaney, LLC 990.01%0.02%0.02%Q1 2019Q1 20219
ATTICUS WEALTH MANAGEMENT, LLC 810.00%0.03%0.06%Q4 2019Q3 20239
Bridgewater Associates 410.02%0.24%0.95%Q1 2015Q2 20229
Farmers National Bank 320.04%0.06%0.08%Q2 2016Q2 20199
Westshore Wealth, LLC 610.11%0.19%0.62%Q4 2019Q2 20239
Strong Tower Advisory Services 990.52%0.57%0.67%Q3 2021Q3 20239
Cerro Pacific Wealth Advisors LLC 810.25%0.50%0.88%Q4 2020Q1 20239
Total Clarity Wealth Management, Inc. 810.10%0.17%0.26%Q4 2019Q2 20229
Eukles Asset Management 810.00%1.25%1.78%Q4 2018Q2 20219
JLB & ASSOCIATES INC 810.39%0.52%0.62%Q1 2015Q2 20179
Iron Horse Wealth Management, LLC 990.00%0.01%0.03%Q3 2021Q3 20239
COOPER/HAIMS ADVISORS, LLC 410.14%0.17%0.26%Q2 2018Q1 20229
Brick & Kyle, Associates 990.09%0.11%0.13%Q1 2015Q1 20179
CCLA Investment Management 540.08%1.00%1.65%Q2 2021Q3 20239
Findlay Park Partners LLP 991.28%2.38%3.62%Q1 2015Q1 20179
Phoenix Wealth Advisors 510.17%0.73%1.56%Q4 2020Q3 20239
QCI ASSET MANAGEMENT INC/NY 810.00%0.00%0.00%Q1 2017Q1 20209
SG3 Management, LLC 310.00%0.05%0.11%Q1 2020Q1 20229
RMR Wealth Builders 410.00%0.06%0.10%Q4 2019Q3 20229
XXEC, Inc. 994.02%4.89%6.66%Q4 2020Q4 20229
PDS Planning, Inc 420.03%0.05%0.07%Q4 2020Q3 20239
Stanford Investment Group, Inc. 990.01%0.03%0.04%Q4 2014Q4 20169
Investors Financial Group, LLC 990.88%1.33%1.66%Q4 2019Q4 20219
Cornerstone Advisors, LLC 420.21%0.73%1.14%Q4 2019Q3 20239
L & S Advisors Inc 320.18%0.87%1.84%Q3 2015Q1 20209
FRIESS ASSOCIATES LLC 520.01%0.28%1.34%Q4 2015Q4 20199
Kozak & Associates, Inc. 990.02%0.04%0.06%Q3 2021Q3 20239
BAXTER BROS INC 990.09%0.12%0.16%Q3 2021Q3 20239
Teamwork Financial Advisors, LLC 990.13%0.26%0.45%Q4 2019Q4 20219
WD RUTHERFORD LLC 990.09%0.14%0.18%Q4 2020Q4 20229
Badgley Phelps Wealth Managers, LLC 990.62%0.73%0.96%Q3 2021Q3 20239
M. Kraus & Co 991.68%1.92%2.20%Q1 2015Q1 20179
Siemens Fonds Invest GmbH 990.38%0.45%0.52%Q3 2021Q3 20239
Savior LLC 990.00%0.11%0.14%Q4 2019Q4 20219
Cooper Financial Group 810.07%0.10%0.13%Q4 2020Q3 20239
BNC WEALTH MANAGEMENT, LLC 990.66%0.82%1.02%Q3 2020Q3 20229
SPC Financial, Inc. 630.04%0.25%0.40%Q4 2020Q3 20239
JANUS HENDERSON INVESTORS US LLC 990.05%0.20%0.42%Q1 2015Q1 20179
Bernardo Wealth Planning LLC 990.20%0.27%0.34%Q4 2018Q4 20209
Alyeska Investment Group, L.P. 210.04%0.48%0.92%Q1 2015Q4 20229
Successful Portfolios LLC 990.14%0.18%0.21%Q1 2021Q1 20239
NEW YORK LIFE TRUST CO 990.13%0.16%0.25%Q1 2015Q1 20179
C WorldWide Group Holding A/S 990.00%0.02%0.03%Q1 2015Q1 20179
Catamount Wealth Management 810.01%0.01%0.01%Q4 2014Q4 20189
Lineweaver Wealth Advisors, LLC 810.06%0.11%0.24%Q2 2020Q3 20239
Syverson Strege & Co 540.00%0.01%0.03%Q4 2020Q1 20239
Agate Pass Investment Management, LLC 990.76%0.93%1.09%Q4 2021Q4 20239
Quotient Investors, LLC 990.05%0.42%0.78%Q3 2015Q3 20179
ROMAN BUTLER FULLERTON & CO 510.11%0.13%0.14%Q3 2019Q1 20239
Canvas Wealth Advisors, LLC 540.09%0.25%0.66%Q1 2021Q3 20239
HALBERT HARGROVE GLOBAL ADVISORS, LLC 710.05%0.12%0.30%Q1 2015Q4 20199
JOYN Advisors, Inc. 990.01%0.06%0.10%Q1 2018Q1 20209
Ruane, Cunniff & Goldfarb 990.00%0.00%0.00%Q1 2015Q1 20179
MANNING & NAPIER ADVISORS LLC 990.43%3.05%3.97%Q3 2015Q3 20179
Keeler Thomas Management LLC 990.19%0.92%1.82%Q4 2020Q4 20229
WAFRA INC. 710.06%0.16%0.41%Q1 2017Q4 20219
Resonant Capital Advisors, LLC 710.04%0.13%0.28%Q4 2019Q3 20239
GoalVest Advisory LLC 810.40%0.68%1.11%Q2 2021Q4 20239
RAND WEALTH, LLC 630.02%0.04%0.08%Q1 2015Q3 20189
High Net Worth Advisory Group LLC 990.40%0.46%0.53%Q4 2021Q4 20239
Evolution Wealth Advisors, LLC 810.00%0.02%0.03%Q2 2019Q3 20219
Capital Square, LLC 540.28%0.34%0.41%Q1 2020Q2 20229
Core Alternative Capital 990.01%0.24%0.49%Q3 2021Q3 20239
Quantinno Capital Management LP 810.05%0.20%0.32%Q3 2019Q3 20239
Bradley Mark J. 990.32%1.62%2.24%Q4 2020Q4 20229
Seven Post Investment Office LP 720.06%0.10%0.17%Q3 2019Q1 20229
Estate Counselors, LLC 810.01%0.01%0.01%Q2 2020Q3 20229
Capital Wealth Planning, LLC 630.02%0.73%3.23%Q2 2019Q4 20219
Abundance Wealth Counselors 810.03%0.15%0.26%Q2 2020Q4 20229
Werlinich Asset Management, LLC 991.04%1.31%1.53%Q1 2021Q1 20239
Squar Milner Financial Services LLC 990.18%0.31%0.46%Q2 2018Q2 20209
Koss-Olinger Consulting, LLC 540.03%0.14%0.27%Q2 2021Q3 20239
CORNERSTONE ADVISORS INC 710.00%0.46%0.85%Q3 2016Q4 20219
Private Vista, LLC 990.06%0.08%0.09%Q1 2018Q1 20209
Annapolis Financial Services, LLC 990.00%0.00%0.01%Q4 2020Q4 20229
WESTFIELD CAPITAL MANAGEMENT CO LP 720.00%0.02%0.06%Q1 2015Q4 20189
Fi3 FINANCIAL ADVISORS, LLC 810.19%0.32%0.45%Q1 2021Q3 20239
Abacus Wealth Partners, LLC 630.08%0.13%0.22%Q4 2020Q3 20239
Beacon Capital Management, Inc. 710.00%0.02%0.06%Q1 2015Q1 20239
Stonebridge Financial Planning Group, LLC 990.02%0.02%0.03%Q4 2019Q4 20219
Personal Capital Advisors Corp 410.00%0.00%0.00%Q4 2017Q3 20229
Perpetual Investment Management Ltd 990.10%1.35%2.30%Q4 2020Q4 20229
WORLDQUANT MILLENNIUM ADVISORS LLC 420.01%0.43%1.30%Q2 2020Q1 20239
Alera Investment Advisors, LLC 720.02%0.13%0.20%Q4 2018Q3 20239
Eagle Bay Advisors LLC 630.05%0.09%0.16%Q2 2021Q3 20239
swisspartners Ltd. 990.44%0.54%0.59%Q4 2020Q4 20229
DELTEC ASSET MANAGEMENT LLC 720.09%0.35%1.22%Q1 2019Q3 20219
PICTET ASSET MANAGEMENT LTD 770.04%0.11%0.15%Q4 2019Q2 20219
CARLSON CAPITAL L P 410.05%0.23%0.37%Q2 2015Q2 20199
Jump Financial, LLC 410.01%0.04%0.13%Q3 2020Q3 20239
FCF Advisors LLC 990.59%1.05%1.20%Q4 2018Q4 20209
Widmann Financial Services, Inc. 880.28%0.31%0.35%Q4 2021Q3 20238
West Financial Advisors, LLC 880.02%0.03%0.04%Q4 2020Q3 20228
Destiny Wealth Partners, LLC 620.01%0.01%0.01%Q4 2020Q4 20228
Baker Chad R 620.07%0.73%1.06%Q2 2021Q3 20238
San Luis Wealth Advisors LLC 710.37%1.16%2.33%Q4 2020Q1 20238
Golden State Equity Partners 410.22%0.51%0.99%Q4 2020Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.22%0.31%0.56%Q4 2020Q3 20228
Signature Wealth Management Partners, LLC 880.17%0.23%0.24%Q4 2020Q3 20228
InTrack Investment Management Inc 880.26%0.33%0.44%Q1 2022Q4 20238
Fusion Family Wealth LLC 530.01%0.01%0.02%Q4 2016Q4 20188
Stuart Chaussee & Associates, Inc. 440.00%0.01%0.03%Q1 2019Q4 20218
Quadrature Capital Ltd 310.03%0.61%2.65%Q3 2015Q3 20198
Mechanics Financial Corp 880.27%0.32%0.37%Q4 2021Q3 20238
Connectus Wealth, LLC 880.02%0.06%0.20%Q4 2021Q3 20238
Golden State Wealth Management, LLC 410.02%0.05%0.13%Q1 2019Q4 20218
YOUSIF CAPITAL MANAGEMENT, LLC 880.28%0.32%0.34%Q4 2021Q3 20238
GQG Partners LLC 880.32%1.22%2.83%Q2 2017Q1 20198
FourThought Financial, LLC 881.14%1.32%1.52%Q4 2020Q3 20228
CenterBook Partners LP 880.16%0.43%0.59%Q4 2021Q3 20238
Maven Securities LTD 310.01%0.01%0.02%Q1 2020Q3 20238
Bell Investment Advisors, Inc 620.01%0.02%0.02%Q3 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.11%0.14%0.16%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.42%0.80%1.16%Q4 2021Q3 20238
DMC Group, LLC 880.76%0.88%1.02%Q4 2021Q3 20238
JACKSON SQUARE CAPITAL, LLC 880.02%0.12%0.19%Q4 2019Q3 20218
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 880.01%0.01%0.01%Q4 2019Q3 20218
Heritage Way Advisors, LLC 880.81%1.20%1.55%Q1 2020Q4 20218
PALLADIEM, LLC 410.06%0.15%0.21%Q1 2015Q1 20228
VELA Investment Management, LLC 880.69%1.09%1.33%Q4 2021Q3 20238
Alan B Lancz & Associates, Inc. 880.69%0.85%1.06%Q4 2021Q3 20238
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 881.26%1.64%2.03%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.01%0.03%0.06%Q4 2021Q3 20238
Washington Trust Advisors, Inc. 880.01%0.02%0.03%Q4 2021Q3 20238
CarsonAllaria Wealth Management, Ltd. 880.03%0.17%0.24%Q4 2021Q3 20238
Ameritas Advisory Services, LLC 880.02%0.04%0.06%Q4 2021Q3 20238
Wilson & Boucher Capital Management, LLC 880.21%0.28%0.34%Q4 2021Q3 20238
Ironsides Asset Advisors, LLC 880.31%0.63%0.84%Q2 2015Q1 20178
Stonegate Investment Group, LLC 880.02%0.55%1.79%Q4 2021Q3 20238
Royal Capital Wealth Management, LLC 880.30%0.47%0.70%Q4 2021Q3 20238
Clear Perspective Advisors, LLC 710.01%0.03%0.05%Q4 2016Q2 20198
Kolinsky Wealth Management, LLC 880.24%0.32%0.35%Q4 2021Q3 20238
Stiles Financial Services Inc 880.52%0.70%0.84%Q4 2021Q3 20238
Heritage Trust Co 880.04%0.06%0.17%Q1 2017Q4 20188
American Trust 880.04%0.11%0.16%Q4 2021Q3 20238
SCHOLTZ & COMPANY, LLC 883.79%4.39%4.77%Q4 2014Q3 20168
Wealth Management Solutions, LLC 880.18%0.30%0.49%Q4 2021Q3 20238
Hedges Asset Management LLC 880.30%0.33%0.41%Q4 2021Q3 20238
Bowman & Co S.C. 880.42%0.65%0.87%Q4 2021Q3 20238
JMAC ENTERPRISES LLC 880.11%0.14%0.17%Q4 2021Q3 20238
LBA Wealth Management, LLC 880.01%0.04%0.06%Q2 2015Q1 20178
Western Pacific Wealth Management, LP 880.01%0.02%0.06%Q4 2021Q3 20238
Sonora Investment Management Group, LLC 880.56%0.68%0.80%Q4 2021Q3 20238
OLIVER LAGORE VANVALIN INVESTMENT GROUP 880.00%0.06%0.38%Q4 2021Q3 20238
EverSource Wealth Advisors, LLC 880.05%0.13%0.24%Q4 2021Q3 20238
Missouri Trust & Investment Co 880.00%0.02%0.04%Q4 2021Q3 20238
Stone Point Wealth LLC 880.94%1.22%1.55%Q4 2021Q3 20238
Leverty Financial Group, LLC 880.23%0.26%0.29%Q4 2021Q3 20238
Pearl River Capital, LLC 510.12%0.40%1.00%Q4 2019Q2 20238
Ferris Capital, LLC 880.02%0.23%0.39%Q2 2017Q1 20198
Gulf International Bank (UK) Ltd 880.28%0.32%0.37%Q4 2021Q3 20238
KENFARB & CO. 880.02%0.02%0.02%Q4 2021Q3 20238
Insight Inv LLC 881.12%1.34%1.54%Q4 2021Q3 20238
Zullo Investment Group, Inc. 880.14%0.17%0.19%Q4 2021Q3 20238
Parkwood LLC 510.05%0.34%0.95%Q2 2015Q1 20198
Covestor Ltd 880.00%0.01%0.01%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.52%0.70%0.96%Q4 2021Q3 20238
Guardian Wealth Management, Inc. 880.98%1.13%1.35%Q4 2021Q3 20238
INTREPID FAMILY OFFICE LLC 883.54%4.90%8.06%Q4 2021Q3 20238
City State Bank 880.35%0.56%0.81%Q4 2021Q3 20238
PARAGON FINANCIAL PARTNERS, INC. 880.42%0.45%0.49%Q4 2021Q3 20238
VANCE WEALTH, INC. 880.56%1.76%3.05%Q4 2021Q3 20238
Metis Global Partners, LLC 880.23%0.28%0.34%Q4 2021Q3 20238
AXXCESS WEALTH MANAGEMENT, LLC 880.02%0.06%0.10%Q4 2021Q3 20238
HB Wealth Management, LLC 880.06%0.08%0.10%Q4 2021Q3 20238
LGT Group Foundation 880.44%0.64%0.85%Q4 2021Q3 20238
REGATTA CAPITAL GROUP, LLC 880.38%0.48%0.57%Q4 2021Q3 20238
TCM Advisors, LLC 880.21%0.78%1.14%Q4 2021Q3 20238
Raleigh Capital Management Inc. 880.23%0.50%0.76%Q4 2021Q3 20238
Forum Financial Management, LP 880.03%0.04%0.05%Q4 2021Q3 20238
Richwood Investment Advisors, LLC 880.48%0.58%0.75%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.31%0.48%0.63%Q4 2021Q3 20238
Quent Capital, LLC 880.03%0.04%0.07%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.20%0.46%1.03%Q4 2021Q3 20238
FirstPurpose Wealth LLC 880.19%0.30%0.36%Q4 2021Q3 20238
LifePlan Financial Group, Inc 710.00%0.00%0.00%Q1 2018Q3 20208
Fairhaven Wealth Management, LLC 880.11%0.15%0.20%Q2 2020Q1 20228
Strengthening Families & Communities, LLC 880.12%0.39%1.03%Q4 2021Q3 20238
Carlson Capital Management 880.02%0.05%0.08%Q4 2020Q3 20228
Sustainable Insight Capital Management, LLC 310.12%0.53%1.76%Q4 2018Q1 20238
Quantum Private Wealth, LLC 880.13%0.18%0.23%Q4 2021Q3 20238
Tevis Investment Management 881.19%1.88%2.44%Q4 2021Q3 20238
LMR Partners LLP 210.00%0.06%0.34%Q2 2017Q3 20238
Cerebellum GP, LLC 880.12%0.25%0.30%Q1 2018Q4 20198
Wahed Invest LLC 880.53%0.74%1.03%Q4 2021Q3 20238
NORWOOD FINANCIAL CORP 880.05%0.06%0.08%Q4 2021Q3 20238
ASB Consultores, LLC 880.09%0.22%0.47%Q4 2021Q3 20238
Wagner Wealth Management, LLC 310.00%0.01%0.01%Q4 2017Q3 20228
Stephens Consulting, LLC 880.00%0.02%0.03%Q4 2021Q3 20238
Riverview Capital Advisers, LLC 880.52%0.64%0.75%Q4 2021Q3 20238
Carmignac Gestion 620.76%1.39%2.05%Q1 2019Q3 20218
Winfield Associates, Inc. 880.02%0.02%0.03%Q1 2016Q4 20178
SILVERLAKE WEALTH MANAGEMENT LLC 880.18%0.22%0.33%Q4 2021Q3 20238
FINANCIAL ADVISORY PARTNERS, LLC 881.13%1.23%1.34%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.10%0.16%0.28%Q4 2021Q3 20238
Ergoteles LLC 510.02%0.11%0.46%Q4 2020Q2 20238
TIVERTON ASSET MANAGEMENT LLC 880.08%0.21%0.47%Q4 2017Q3 20198
PFS Partners, LLC 880.01%0.01%0.01%Q4 2021Q3 20238
ADAMS DIVERSIFIED EQUITY FUND, INC. 880.45%1.13%1.30%Q3 2018Q2 20208
Desjardins Global Asset Management Inc. 880.13%0.20%0.23%Q4 2021Q3 20238
Ascent Wealth Partners, LLC 620.16%0.18%0.22%Q1 2015Q3 20238
TI-TRUST, INC 880.40%0.49%0.73%Q4 2021Q3 20238
Annex Advisory Services, LLC 710.02%0.15%0.19%Q2 2015Q1 20228
Velanne Asset Management Ltd 884.39%6.88%9.50%Q4 2018Q3 20208
MIRABELLA FINANCIAL SERVICES LLP 420.02%0.06%0.12%Q2 2020Q2 20238
PHH Investments, Ltd. 880.31%0.43%0.49%Q1 2018Q4 20198
Magellan Asset Management Ltd 880.00%0.00%0.00%Q4 2020Q3 20228
Artemis Investment Management LLP 710.01%0.20%0.94%Q1 2015Q2 20208
Spectrum Management Group, LLC 410.00%0.00%0.01%Q3 2017Q3 20218
Solstein Capital, LLC 620.02%0.05%0.12%Q4 2019Q2 20228
INSTITUTIONAL CAPITAL LLC 880.83%3.06%4.46%Q1 2015Q4 20168
HORIZON BANCORP INC /IN/ 440.01%0.39%0.89%Q4 2019Q3 20238
PBMares Wealth Management LLC 710.09%0.19%0.31%Q4 2019Q1 20228
MANA Advisors LLC 510.59%1.42%2.10%Q4 2017Q2 20208
Curated Wealth Partners LLC 710.04%0.20%0.33%Q4 2020Q2 20238
Westover Capital Advisors, LLC 880.08%0.13%0.16%Q2 2020Q1 20228
All Terrain Financial Advisors, LLC 440.07%0.09%0.11%Q4 2017Q1 20208
Nikko Asset Management Americas, Inc. 620.00%0.05%0.09%Q3 2015Q4 20178
NorthCoast Asset Management LLC 710.08%0.61%1.08%Q2 2019Q3 20218
Socorro Asset Management LP 882.98%3.68%4.47%Q4 2020Q3 20228
INVESTMENT MANAGEMENT OF VIRGINIA LLC 710.08%0.59%0.80%Q1 2021Q1 20238
ASPIRIANT, LLC 310.01%0.01%0.02%Q1 2018Q3 20238
Red Door Wealth Management, LLC 310.07%0.10%0.18%Q1 2020Q3 20238
Ativo Capital Management LLC 880.31%0.70%0.82%Q1 2015Q4 20168
MSI Financial Services Inc 880.05%0.07%0.12%Q1 2015Q4 20168
Bath Savings Trust Co 880.07%0.08%0.10%Q1 2015Q4 20168
Liberty Capital Management, Inc. 610.06%0.09%0.12%Q3 2016Q2 20198
PICTET ASSET MANAGEMENT SA 880.06%0.10%0.12%Q3 2021Q2 20238
Castleview Partners, LLC 610.04%0.07%0.12%Q2 2021Q3 20238
Phocas Financial Corp. 510.01%0.23%0.44%Q1 2015Q4 20228
Leith Wheeler Investment Counsel Ltd. 880.16%0.58%1.05%Q1 2022Q4 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.00%0.00%0.01%Q4 2021Q3 20238
Rail-Splitter Capital Management, LLC 882.29%3.74%4.64%Q1 2015Q4 20168
LEWIS CAPITAL MANAGEMENT, LLC 880.88%0.94%1.02%Q4 2021Q3 20238
Parsec Financial Management, Inc. 310.01%0.20%0.88%Q1 2015Q4 20198
Dunvegan Associates, Inc. 880.06%1.05%1.80%Q1 2014Q4 20158
Argyle Capital Management Inc. 881.14%1.36%1.50%Q4 2021Q3 20238
AIGEN INVESTMENT MANAGEMENT, LP 510.00%0.33%0.80%Q3 2020Q2 20238
PFG Private Wealth Management, LLC 880.00%0.04%0.05%Q4 2021Q3 20238
BRAUN STACEY ASSOCIATES INC 410.03%0.47%0.86%Q1 2016Q2 20228
Stephens Investment Management Group LLC 880.00%0.00%0.00%Q2 2020Q1 20228
BlackRock Investment Management, LLC 880.27%0.35%0.43%Q1 2015Q4 20168
Channing Capital Management, LLC 880.19%0.24%0.30%Q4 2021Q3 20238
WBH ADVISORY INC 880.03%0.07%0.10%Q3 2020Q2 20228
WEST BANCORPORATION INC 440.03%0.17%0.36%Q4 2019Q3 20228
BlackRock Fund Advisors 880.29%0.34%0.39%Q1 2015Q4 20168
HIGH POINT BANK & TRUST CO 880.20%0.22%0.24%Q1 2015Q4 20168
RBF Capital, LLC 440.04%0.07%0.11%Q4 2015Q3 20228
BlackRock Institutional Trust Company, N.A. 880.39%0.45%0.51%Q1 2015Q4 20168
FIRST COMMUNITY TRUST NA 880.06%0.07%0.08%Q4 2021Q3 20238
Grisanti Capital Management LLC 882.67%6.17%8.82%Q1 2015Q4 20168
NATIONAL BANK OF CANADA /FI/ 880.03%0.07%0.14%Q4 2021Q3 20238
BlackRock Group LTD 880.43%0.52%0.58%Q1 2015Q4 20168
BLACKROCK ADVISORS LLC 880.35%0.45%0.55%Q1 2015Q4 20168
BlackRock Japan Co. Ltd 880.44%0.51%0.56%Q1 2015Q4 20168
UMB Bank, n.a. 880.03%0.07%0.21%Q4 2021Q3 20238
ROVIN CAPITAL /UT/ /ADV 880.23%0.30%0.40%Q4 2021Q3 20238
Gyon Technologies Capital Management, LP 510.11%0.65%1.00%Q1 2020Q2 20228
Integral Health Asset Management, LLC 420.87%2.73%4.64%Q4 2019Q3 20238
Cornerstone Wealth Group, LLC 880.48%0.63%0.70%Q3 2020Q2 20228
ERTS Wealth Advisors, LLC 620.00%0.05%0.09%Q4 2018Q3 20238
Sage Mountain Advisors LLC 530.04%0.06%0.09%Q1 2021Q3 20238
VECTOR WEALTH MANAGEMENT, LLC 880.36%0.71%1.39%Q1 2015Q4 20168
Polar Capital Holdings Plc 880.03%0.16%0.36%Q4 2020Q3 20228
Rise Advisors, LLC 880.00%0.01%0.04%Q4 2021Q3 20238
Oak Harvest Investment Services 881.09%1.45%1.75%Q4 2020Q3 20228
DCM Advisors, LLC 880.27%0.36%0.44%Q4 2021Q3 20238
Alterity Financial Group, LLC 610.32%0.34%0.35%Q1 2021Q3 20238
Octavia Wealth Advisors, LLC 440.05%0.05%0.06%Q3 2021Q3 20238
Quinn Opportunity Partners LLC 410.04%0.34%1.05%Q1 2015Q3 20177
Householder Group Estate & Retirement Specialist, LLC 610.08%0.69%1.80%Q4 2021Q3 20237
INSPIRION WEALTH ADVISORS, LLC 770.16%0.17%0.20%Q1 2015Q3 20167
Page Arthur B 770.31%0.89%1.14%Q1 2022Q3 20237
Notis-McConarty Edward 770.35%0.68%0.87%Q1 2022Q3 20237
Autumn Glory Partners, LLC 520.22%0.84%1.33%Q4 2021Q3 20237
VNBTrust, National Association 410.08%0.12%0.13%Q1 2015Q2 20177
Jaffetilchin Investment Partners, LLC 410.03%0.05%0.07%Q1 2019Q2 20237
Corton Capital Inc. 770.16%0.37%0.67%Q1 2022Q3 20237
GHP Investment Advisors, Inc. 770.16%0.20%0.25%Q1 2022Q3 20237
DEPRINCE RACE & ZOLLO INC 770.58%0.72%0.82%Q1 2022Q3 20237
Parisi Gray Wealth Management 610.02%0.02%0.03%Q4 2017Q2 20217
COUNTRY CLUB BANK /GFN 770.28%0.53%0.66%Q1 2022Q3 20237
Atlas Brown,Inc. 610.09%0.11%0.14%Q2 2020Q1 20227
1st Global Advisors, Inc. 770.03%0.05%0.06%Q1 2015Q3 20167
Winthrop Partners - WNY, LLC 770.01%0.14%0.51%Q1 2018Q3 20197
RED CEDAR INVESTMENT MANAGEMENT, LLC 770.03%0.09%0.14%Q4 2020Q2 20227
Ionic Capital Management LLC 660.03%0.12%0.19%Q3 2016Q4 20177
Blue Barn Wealth, LLC 430.18%0.25%0.36%Q4 2021Q3 20237
Roof Advisory Group, Inc. 772.15%3.37%4.97%Q4 2017Q2 20197
Tetrem Capital Management Ltd. 770.56%1.52%1.96%Q1 2015Q3 20167
Employers Holdings, Inc. 770.32%0.48%0.72%Q3 2019Q1 20217
Confluence Wealth Services, Inc. 770.22%0.31%0.44%Q1 2022Q3 20237
Clal Insurance Enterprises Holdings Ltd 770.04%0.64%0.88%Q1 2015Q3 20167
Klingman & Associates, LLC 770.04%0.04%0.04%Q1 2015Q3 20167
Numeric Investors LLC 310.00%0.38%1.50%Q1 2015Q4 20177
BRANDYWINE OAK PRIVATE WEALTH LLC 610.00%0.05%0.08%Q4 2018Q3 20227
ICON ADVISERS INC/CO 770.06%0.18%0.28%Q3 2016Q1 20187
TILIA FIDUCIARY PARTNERS, INC. 770.03%0.04%0.06%Q4 2021Q2 20237
Tranquility Partners, LLC 770.16%0.21%0.24%Q4 2020Q2 20227
BUCKINGHAM STRATEGIC PARTNERS, LLC 520.02%0.03%0.05%Q4 2021Q3 20237
KEELEY ASSET MANAGEMENT CORP 770.00%0.05%0.08%Q1 2015Q3 20167
ZWJ INVESTMENT COUNSEL INC 410.02%0.04%0.07%Q1 2017Q4 20207
Westhampton Capital, LLC 770.28%0.34%0.38%Q1 2022Q3 20237
NatWest Group plc 430.01%0.11%0.21%Q1 2015Q3 20207
Bangor Savings Bank 610.01%0.06%0.11%Q3 2019Q3 20237
Landsberg, Bennett, & Dubbaneh LLC 770.06%0.23%0.46%Q1 2020Q3 20217
Pinion Investment Advisors, LLC 770.19%0.28%0.36%Q1 2022Q3 20237
Geneva Partners, LLC 430.94%1.93%2.72%Q3 2019Q3 20217
ABNER HERRMAN & BROCK LLC 410.03%0.04%0.06%Q3 2016Q1 20227
SANDLER CAPITAL MANAGEMENT 610.04%0.53%0.85%Q1 2015Q3 20197
BRASADA CAPITAL MANAGEMENT, LP 610.15%0.21%0.30%Q4 2017Q1 20207
Matrix Trust Co 770.06%0.28%0.45%Q1 2022Q3 20237
Waverton Investment Management Ltd 430.20%0.26%0.30%Q3 2019Q3 20227
Keene & Associates, Inc. 771.17%2.36%2.72%Q1 2022Q3 20237
MANAGED ASSET PORTFOLIOS, LLC 770.67%1.80%2.62%Q1 2022Q3 20237
BURNHAM ASSET MANAGEMENT CORP /NY/ 770.25%0.76%1.19%Q4 2014Q2 20167
Evolution Advisers, Inc. 770.00%0.00%0.00%Q4 2021Q2 20237
MANCHESTER FINANCIAL INC 610.00%0.01%0.01%Q2 2019Q1 20217
Peterson Wealth Services 770.20%0.38%0.51%Q4 2021Q2 20237
TWINBEECH CAPITAL LP 310.17%0.50%0.87%Q4 2019Q2 20237
FARMERS TRUST CO 520.08%0.33%0.86%Q1 2015Q1 20197
MORGENS WATERFALL VINTIADIS & CO INC 311.01%1.35%2.75%Q1 2015Q3 20217
ROCKEFELLER FINANCIAL SERVICES INC 770.06%0.31%1.74%Q2 2016Q4 20177
Lake Point Wealth Management 520.00%0.00%0.00%Q4 2019Q2 20227
Rockbridge Investment Management, LCC 770.02%0.03%0.04%Q2 2020Q4 20217
ACT Advisors, LLC. 770.23%0.37%0.46%Q4 2020Q2 20227
Flossbach von Storch AG Zurich 771.56%4.04%7.88%Q4 2018Q2 20207
Lafayette Investments 770.70%0.93%1.29%Q1 2015Q3 20167
Ironwood Wealth Management, LLC. 770.22%0.31%0.41%Q1 2021Q3 20227
TCF National Bank 770.09%0.16%0.20%Q3 2019Q1 20217
MERITAGE PORTFOLIO MANAGEMENT 520.02%0.16%0.24%Q1 2015Q3 20237
Steward Financial Group LLC 430.00%0.01%0.04%Q4 2021Q3 20237
Standard Family Office LLC 520.04%0.68%2.10%Q4 2020Q3 20227
Steinberg Global Asset Management 770.04%0.05%0.07%Q1 2015Q3 20167
Destination Wealth Management 410.00%0.01%0.04%Q2 2015Q4 20197
CLOUGH CAPITAL PARTNERS L P 430.03%0.21%0.28%Q1 2016Q3 20237
Parkside Investments, LLC 310.07%0.11%0.17%Q4 2017Q3 20237
Manhattan West Asset Management, LLC 770.26%0.35%0.42%Q1 2022Q3 20237
HORAN CAPITAL MANAGEMENT 520.04%0.04%0.05%Q2 2015Q1 20177
Salomon & Ludwin, LLC 610.00%0.00%0.01%Q4 2018Q3 20237
Schneider Downs Wealth Management Advisors, LP 770.06%0.08%0.09%Q1 2020Q3 20217
Watchman Group, Inc. 770.62%0.80%1.00%Q4 2019Q2 20217
COLUMBUS CIRCLE INVESTORS 410.04%0.19%0.32%Q1 2015Q2 20177
Stamos Capital Partners, L.P. 310.10%0.49%0.83%Q4 2018Q3 20237
HBC Financial Services, PLLC 770.01%0.01%0.01%Q1 2022Q3 20237
NICOLET BANKSHARES INC 410.05%0.23%0.47%Q4 2015Q2 20227
Alliance Wealth Advisors, LLC 770.22%0.26%0.32%Q1 2022Q3 20237
Wedmont Private Capital 520.05%0.08%0.17%Q4 2021Q3 20237
NICOLET ADVISORY SERVICES, LLC 410.03%0.04%0.06%Q1 2020Q3 20237
Schechter Investment Advisors, LLC 430.02%0.06%0.12%Q4 2021Q3 20237
Thrive Capital Management, LLC 430.16%0.25%0.39%Q1 2021Q3 20237
Three Bridge Wealth Advisors, LLC 770.40%0.53%0.60%Q1 2022Q3 20237
MILLER HOWARD INVESTMENTS INC /NY 770.02%0.05%0.07%Q4 2014Q2 20167
Schooner Investment Group, LLC. 770.35%0.57%0.85%Q1 2015Q3 20167
Insight Wealth Strategies, LLC 610.13%0.23%0.28%Q4 2018Q3 20237
High Falls Advisors, Inc 410.06%0.06%0.07%Q3 2019Q1 20227
HERITAGE WEALTH MANAGEMENT, LLC 430.10%0.17%0.23%Q1 2021Q4 20227
WealthPlan Investment Management, LLC 610.04%0.44%1.23%Q1 2022Q4 20237
MBA Advisors LLC 430.15%0.19%0.24%Q4 2021Q3 20237
West Family Investments, Inc. 320.11%0.15%0.21%Q2 2021Q2 20237
Continuum Advisory, LLC 770.06%0.09%0.10%Q1 2022Q3 20237
BMS Financial Advisors, LLC 770.14%0.20%0.24%Q4 2021Q2 20237
JOHN G ULLMAN & ASSOCIATES INC 770.06%0.76%1.10%Q2 2015Q4 20167
NORTHCAPE WEALTH MANAGEMENT, LLC 430.11%0.27%0.58%Q4 2021Q3 20237
Airain ltd 520.03%0.52%1.32%Q2 2015Q1 20177
Fund Management at Engine No. 1 LLC 770.23%0.28%0.32%Q1 2022Q3 20237
Atria Wealth Solutions, Inc. 770.08%0.09%0.11%Q1 2022Q3 20237
Litman Gregory Wealth Management LLC 520.00%0.04%0.06%Q2 2019Q1 20217
Delphia (USA) Inc. 770.26%0.46%0.64%Q4 2021Q2 20237
Cowen Prime Services LLC 770.00%0.00%0.02%Q1 2015Q3 20167
Bryn Mawr Capital Management, LLC 770.10%0.25%0.55%Q1 2022Q3 20237
Beacon Capital Management, LLC 770.01%0.01%0.01%Q1 2022Q3 20237
Baader Bank Aktiengesellschaft 410.03%0.05%0.08%Q4 2021Q3 20237
Vise Technologies, Inc. 770.09%0.12%0.15%Q1 2022Q3 20237
DEERE & CO 770.30%0.36%0.51%Q1 2015Q3 20167
Veritas Asset Management LLP 770.07%0.08%0.10%Q1 2022Q3 20237
Alley Investment Management Company, LLC 770.45%1.05%1.35%Q1 2022Q3 20237
Lebenthal Global Advisors, LLC 770.10%0.13%0.17%Q1 2022Q3 20237
Alpha DNA Investment Management LLC 520.00%0.29%0.64%Q4 2020Q3 20237
Simplify Asset Management Inc. 770.02%0.18%0.55%Q1 2022Q3 20237
Wealthstreet Investment Advisors, LLC 430.03%0.06%0.09%Q4 2017Q1 20217
Weaver Consulting Group 770.03%0.06%0.08%Q1 2019Q3 20207
Dai-ichi Life Holdings, Inc. 770.40%0.45%0.52%Q1 2015Q3 20167
Krane Funds Advisors LLC 430.00%0.02%0.04%Q2 2019Q3 20217
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 310.02%0.12%0.24%Q3 2017Q3 20227
Industrial Alliance Investment Management Inc. 610.02%0.05%0.22%Q4 2021Q3 20237
Newfound Research LLC 610.08%0.18%0.23%Q4 2020Q3 20227
JFB Holdings Corp 773.32%3.62%4.08%Q1 2015Q3 20167
COLTON GROOME FINANCIAL ADVISORS, LLC 430.18%0.31%0.50%Q2 2021Q3 20237
HAZLETT, BURT & WATSON, INC. 770.04%0.10%0.18%Q1 2022Q3 20237
RICHELIEU GESTION SA 772.32%3.45%4.30%Q1 2022Q3 20237
Future Financial Wealth Managment LLC 770.16%0.39%0.57%Q4 2020Q2 20227
TIAA CREF TRUST CO FSB/MO 770.01%0.02%0.03%Q1 2015Q3 20167
CapWealth Advisors, LLC 770.00%0.01%0.01%Q1 2015Q3 20167
STABLEFORD CAPITAL II LLC 210.20%0.57%1.28%Q1 2020Q3 20237
Gerstein Fisher 770.17%0.25%0.33%Q1 2015Q3 20167
Aspire Wealth Management Corp 770.56%0.68%0.82%Q1 2022Q3 20237
MARSHALL FINANCIAL GROUP INC /ADV 510.08%0.10%0.12%Q3 2020Q2 20237
WEALTHCARE CAPITAL MANAGEMENT LLC 310.00%0.00%0.00%Q1 2015Q1 20217
SJS Investment Consulting Inc. 520.01%0.01%0.02%Q4 2021Q3 20237
BRAVE ASSET MANAGEMENT INC 770.04%0.04%0.04%Q1 2015Q3 20167
Mizuho Asset Management Co.,Ltd. 770.19%0.24%0.29%Q1 2015Q3 20167
Shinko Asset Management Co., Ltd. 770.00%0.00%0.00%Q1 2015Q3 20167
OneAscent Financial Services LLC 610.22%0.24%0.29%Q2 2019Q1 20217
PointState Capital LP 610.06%0.14%0.27%Q2 2015Q4 20217
Cohen Capital Management, Inc. 770.47%0.52%0.59%Q1 2022Q3 20237
Comprehensive Financial Consultants Institutional, Inc. 771.08%1.20%1.31%Q1 2022Q3 20237
Nepsis Inc. 770.78%1.96%2.92%Q3 2016Q1 20187
Edge Advisors, LLC 770.02%0.02%0.03%Q4 2016Q2 20187
KANALY TRUST CO 770.01%0.11%0.22%Q2 2015Q4 20167
Ascent Group, LLC 770.03%0.06%0.10%Q4 2021Q2 20237
WRIGHT INVESTORS SERVICE INC 770.21%0.29%0.50%Q1 2015Q3 20167
MATRIX ASSET ADVISORS INC/NY 771.70%1.92%2.43%Q1 2022Q3 20237
Ruggie Capital Group 510.00%0.02%0.09%Q1 2015Q2 20197
Interchange Capital Partners, LLC 410.26%0.38%0.50%Q4 2020Q3 20237
Sumitomo Mitsui Trust Holdings, Inc. 770.21%0.26%0.32%Q1 2022Q3 20237
GW HENSSLER & ASSOCIATES LTD 770.62%1.16%1.58%Q1 2022Q3 20237
Tyler-Stone Wealth Management 520.01%0.09%0.19%Q4 2021Q3 20237
REINHART PARTNERS, LLC. 770.03%0.10%0.18%Q4 2014Q2 20167
Dempze Nancy E 770.28%0.77%1.08%Q1 2022Q3 20237
HONEYWELL INTERNATIONAL INC 770.50%0.79%0.99%Q2 2015Q4 20167
&PARTNERS 770.12%0.16%0.19%Q2 2021Q4 20227
Welch Group, LLC 610.01%0.02%0.02%Q1 2020Q1 20227
US Asset Management LLC 430.41%0.48%0.61%Q3 2021Q2 20237
Argent Advisors, Inc. 770.34%0.71%0.99%Q1 2022Q3 20237
Hudson Value Partners, LLC 660.84%1.00%1.12%Q4 2020Q1 20226
CANTOR FITZGERALD, L. P. 660.32%0.42%0.49%Q2 2022Q3 20236
Roof Eidam Maycock Peralta, LLC 660.43%0.49%0.56%Q1 2019Q2 20206
HALSEY ASSOCIATES INC/CT 420.05%0.05%0.06%Q1 2015Q3 20166
FIRST NIAGARA BANK 660.06%0.12%0.22%Q1 2015Q2 20166
FIRSTMERIT BANK N A TRUSTEE 660.07%0.10%0.13%Q1 2015Q2 20166
ANALYTIC INVESTORS, LLC 660.00%0.06%0.24%Q1 2015Q2 20166
INTECH INVESTMENT MANAGEMENT LLC 660.03%0.05%0.12%Q2 2022Q3 20236
SPOT TRADING L.L.C. 220.05%0.10%0.18%Q2 2017Q3 20176
ELLINGTON MANAGEMENT GROUP LLC 210.04%0.14%0.23%Q3 2016Q2 20196
AGRAN LIBBIE 660.07%0.21%0.27%Q4 2015Q1 20176
NORTHPOINTE CAPITAL LLC 310.27%0.46%0.66%Q1 2015Q2 20196
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.16%0.18%0.20%Q2 2022Q3 20236
WOODMONT INVESTMENT COUNSEL LLC 510.05%0.06%0.10%Q1 2015Q3 20166
Glenview Capital Management 410.10%0.31%0.55%Q1 2020Q3 20236
LEO BROKERAGE, LLC 220.04%0.13%0.24%Q2 2021Q2 20236
KLCM Advisors, Inc. 661.34%2.43%3.65%Q2 2022Q3 20236
HIGHLAND CAPITAL MANAGEMENT LP 660.21%0.42%0.66%Q1 2015Q2 20166
Perkins Investment Management, LLC 420.01%0.08%0.15%Q1 2015Q1 20176
Overbrook Management Corp 660.05%0.06%0.07%Q2 2020Q3 20216
BEDRIJFSTAKPENSIOENFONDS VOOR DE MEDIA PNO 660.13%0.25%0.48%Q2 2016Q3 20176
Rathbones Group PLC 660.01%0.02%0.03%Q2 2022Q3 20236
ALPHASIMPLEX GROUP, LLC 660.27%0.40%0.49%Q2 2020Q3 20216
Weiss Multi-Strategy Advisers LLC 210.01%0.08%0.12%Q1 2015Q2 20236
GARGOYLE INVESTMENT ADVISOR L.L.C. 660.85%1.38%2.14%Q1 2018Q2 20196
Hudson Bay Capital Management LP 310.01%0.22%0.60%Q1 2017Q4 20216
Marquette Asset Management, LLC 210.00%0.00%0.01%Q1 2019Q3 20236
FIDUCIARY TRUST INTERNATIONAL LLC 510.02%1.02%1.51%Q4 2018Q2 20206
Investors Capital Advisory Services 660.10%0.10%0.12%Q1 2015Q2 20166
OXFORD ASSET MANAGEMENT LLP 660.01%0.18%0.37%Q3 2018Q4 20196
MOORE CAPITAL MANAGEMENT, LP 210.04%0.32%0.89%Q1 2015Q3 20216
VSR Financial Services, Inc. 660.04%0.11%0.15%Q1 2015Q2 20166
Legacy Capital Partners, Inc. 420.10%0.10%0.11%Q2 2018Q1 20206
Gabalex Capital Management LLC 661.32%1.86%2.31%Q1 2019Q2 20206
Counsel Portfolio Services Inc. 660.03%0.22%0.53%Q1 2015Q2 20166
SPROTT INC. 660.01%1.29%4.28%Q1 2016Q2 20176
Bluefin Trading, LLC 310.03%0.10%0.39%Q1 2015Q4 20196
Camarda Financial Advisors, LLC 510.00%0.01%0.03%Q1 2015Q1 20176
Edmond de Rothschild (Europe) 660.31%0.67%1.34%Q2 2015Q3 20166
LBMC INVESTMENT ADVISORS, LLC 660.03%0.03%0.04%Q2 2021Q3 20226
Smith Affiliated Capital Corp. 310.01%0.01%0.02%Q3 2015Q3 20176
Hilton Capital Management, LLC 660.00%0.00%0.00%Q2 2018Q3 20196
Ramsay, Stattman, Vela & Price, Inc. 660.05%0.07%0.08%Q1 2021Q2 20226
Signature Financial Management, Inc. 330.07%0.11%0.15%Q1 2017Q3 20186
MARINER INDEPENDENT ADVISOR NETWORK, LLC 410.04%0.07%0.14%Q3 2016Q3 20226
Corbenic Partners LLC 420.00%0.01%0.01%Q4 2016Q4 20216
Circle Wealth Management, LLC 420.03%0.04%0.04%Q3 2019Q3 20216
Alpine Global Management, LLC 210.09%0.19%0.48%Q1 2015Q4 20216
Virtus ETF Advisers LLC 660.00%0.01%0.02%Q4 2018Q1 20206
Crosspoint Capital Strategies, LLC 660.00%0.03%0.08%Q3 2014Q4 20156
Trust Investment Advisors 661.05%1.23%1.42%Q1 2015Q2 20166
NewFocus Financial Group, LLC 510.28%2.09%2.57%Q1 2015Q2 20206
Lighthouse Financial Advisors, Inc. 660.81%0.95%1.17%Q4 2019Q1 20216
Capital Advantage, Inc. 660.07%0.09%0.10%Q4 2019Q1 20216
Godshalk Welsh Capital Management, Inc. 420.22%0.23%0.25%Q1 2015Q3 20166
Ayalon Insurance Comp Ltd. 660.10%0.17%0.29%Q3 2015Q4 20166
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) 660.60%1.45%2.43%Q2 2015Q3 20166
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.18%0.42%0.69%Q2 2015Q3 20166
Kelman-Lazarov, Inc. 420.06%0.09%0.13%Q1 2016Q4 20196
Harbour Capital Advisors, LLC 210.05%0.12%0.30%Q1 2016Q1 20226
GRAYHAWK INVESTMENT STRATEGIES INC. 660.01%0.01%0.01%Q2 2022Q3 20236
Arthur Zaske & Associates, LLC 660.25%0.35%0.55%Q3 2016Q4 20176
HARVEST GROUP WEALTH MANAGEMENT, LLC 660.00%0.01%0.01%Q3 2019Q4 20206
Global Financial Private Capital, Inc 660.01%0.02%0.02%Q1 2019Q2 20206
Clearstead Trust, LLC 510.04%0.33%1.74%Q4 2018Q3 20236
Quantamental Technologies LLC 330.02%0.69%2.58%Q4 2018Q2 20206
Bridgefront Capital, LLC 310.09%0.41%0.83%Q1 2021Q2 20236
17 CAPITAL PARTNERS, LLC 661.07%1.27%1.41%Q2 2021Q3 20226
LexAurum Advisors, LLC 660.07%0.08%0.09%Q3 2020Q4 20216
55I, LLC 660.01%0.01%0.02%Q2 2021Q3 20226
Midwest Professional Planners, LTD. 330.01%0.21%0.47%Q4 2017Q1 20226
Burleson & Company, LLC 510.00%0.00%0.00%Q1 2021Q4 20226
Arnhold LLC 660.13%0.14%0.15%Q2 2022Q3 20236
Quad-Cities Investment Group, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
O'Dell Group, LLC 510.00%0.01%0.02%Q3 2021Q2 20236
FNY Investment Advisers, LLC 210.00%0.19%1.07%Q3 2018Q1 20226
Kavar Capital Partners, LLC 310.02%0.02%0.03%Q2 2015Q2 20196
Costello Asset Management, INC 660.07%0.08%0.10%Q2 2020Q3 20216
PRW Wealth Management LLC 510.79%0.95%1.22%Q4 2018Q2 20216
Windsor Creek Advisors, LLC 210.08%0.21%0.52%Q1 2019Q1 20206
Outlook Wealth Advisors, LLC 660.18%0.22%0.24%Q1 2019Q2 20206
Bay Harbor Wealth Management, LLC 660.00%0.00%0.00%Q1 2019Q2 20206
Occidental Asset Management, LLC 210.05%0.12%0.20%Q2 2016Q3 20236
tru Independence LLC 510.01%0.13%0.42%Q4 2019Q2 20216
Cinctive Capital Management LP 510.04%0.39%1.00%Q3 2020Q1 20226
Austin Private Wealth, LLC 660.04%0.06%0.07%Q4 2020Q1 20226
Atlas Private Wealth Management, LLC 660.00%0.01%0.02%Q4 2019Q1 20216
CALIBER WEALTH MANAGEMENT, LLC 660.66%1.11%1.37%Q2 2022Q3 20236
Secure Asset Management, LLC 510.12%0.14%0.21%Q4 2019Q3 20216
Cascadia Advisory Services, LLC 310.14%0.33%0.64%Q4 2019Q3 20216
Great Lakes Retirement, Inc. 420.15%0.16%0.19%Q4 2019Q3 20236
SteelPeak Wealth, LLC 210.01%0.10%0.43%Q4 2019Q3 20236
Menard Financial Group LLC 310.22%0.35%0.56%Q4 2019Q3 20216
Atlas Private Wealth Advisors 660.01%0.02%0.03%Q2 2020Q3 20216
Wealth Advisory Solutions, LLC 660.07%0.72%1.38%Q1 2022Q2 20236
MITCHELL & PAHL PRIVATE WEALTH, LLC 660.15%0.22%0.27%Q4 2020Q1 20226
InterOcean Capital Group, LLC 660.01%0.02%0.02%Q2 2022Q3 20236
PATRON PARTNERS, LLC 660.14%0.22%0.34%Q4 2020Q1 20226
McCarthy Asset Management, Inc. 660.03%0.04%0.04%Q4 2020Q1 20226
Mach-1 Financial Group, LLC 660.01%0.22%0.54%Q2 2022Q3 20236
Midwest Wealth Management Inc. 660.86%0.98%1.04%Q4 2020Q1 20226
Greystone Financial Group, LLC 661.67%2.06%2.42%Q2 2022Q3 20236
AAFMAA Wealth Management & Trust LLC 660.90%1.01%1.11%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.04%0.05%0.06%Q4 2020Q1 20226
ADVOCATE GROUP LLC 660.87%1.20%1.46%Q2 2022Q3 20236
Naviter Wealth, LLC 660.19%0.24%0.27%Q2 2022Q3 20236
Blue Trust, Inc. 660.01%0.01%0.02%Q2 2022Q3 20236
C2C Wealth Management, LLC 420.04%0.13%0.19%Q4 2021Q3 20236
Border to Coast Pensions Partnership Ltd 660.52%0.59%0.74%Q2 2021Q3 20226
ARS Wealth Advisors Group, LLC 660.45%0.98%1.25%Q2 2022Q3 20236
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
SAXON INTERESTS, INC. 660.20%0.46%1.35%Q2 2022Q3 20236
TCWP LLC 660.07%0.09%0.10%Q4 2021Q1 20236
Czech National Bank 660.27%0.31%0.36%Q3 2022Q4 20236
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Benchmark Investment Advisors LLC 660.21%0.53%0.87%Q4 2021Q1 20236
Lakeside Advisors, INC. 660.63%1.06%1.31%Q2 2022Q3 20236
Glassy Mountain Advisors, Inc. 310.95%1.14%1.26%Q4 2021Q3 20236
Lansing Street Advisors 660.03%0.03%0.04%Q1 2022Q2 20236
Worth Asset Management, LLC 660.10%0.12%0.13%Q1 2022Q2 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.47%1.09%3.90%Q2 2022Q3 20236
Ritter Daniher Financial Advisory LLC / DE 660.01%0.01%0.01%Q2 2022Q3 20236
First National Advisers, LLC 660.44%0.55%0.71%Q2 2022Q3 20236
Azimuth Capital Investment Management LLC 660.02%0.07%0.21%Q2 2022Q3 20236
ICA Group Wealth Management, LLC 660.03%0.15%0.24%Q1 2022Q2 20236
Coston, McIsaac & Partners 661.07%1.34%1.62%Q2 2022Q3 20236
Virtus Investment Advisers, Inc. 660.20%0.28%0.46%Q3 2016Q4 20176
ESSEX INVESTMENT MANAGEMENT CO LLC 310.00%0.05%0.13%Q2 2016Q2 20236
GENERAL ELECTRIC CO 660.76%1.56%2.70%Q1 2015Q2 20166
MONTAG & CALDWELL, LLC 661.60%2.87%4.60%Q1 2016Q2 20176
Laird Norton Wetherby Trust Company, LLC 660.02%0.03%0.03%Q4 2020Q1 20226
ADVANCE CAPITAL I INC 660.40%1.05%1.50%Q2 2015Q3 20166
DEAN INVESTMENT ASSOCIATES, LLC 660.62%0.68%0.74%Q4 2014Q1 20166
INVERNESS COUNSEL LLC /NY/ 660.01%0.02%0.02%Q2 2021Q3 20226
NAVELLIER & ASSOCIATES INC 660.00%0.04%0.10%Q1 2015Q2 20166
CADINHA & CO LLC 660.04%0.06%0.08%Q3 2016Q4 20176
Ulland Investment Advisors, LLC 550.02%0.03%0.03%Q4 2021Q4 20225
KELLY LAWRENCE W & ASSOCIATES INC/CA 310.00%0.06%0.14%Q1 2017Q3 20235
Beacon Pointe Wealth Advisors, LLC 440.00%0.05%0.08%Q4 2018Q3 20195
Tri Locum Partners LP 415.18%6.73%8.68%Q4 2020Q2 20235
Taylor Wealth Management Partners 550.00%0.01%0.02%Q1 2015Q1 20165
Redhawk Wealth Advisors, Inc. 310.01%0.13%0.31%Q3 2018Q3 20205
XTX Topco Ltd 210.10%0.17%0.31%Q3 2021Q2 20235
Bell Rock Capital LLC 550.00%0.00%0.00%Q4 2018Q4 20195
Alta Advisers Ltd 550.16%0.17%0.18%Q3 2022Q3 20235
Moser Wealth Advisors, LLC 550.00%0.00%0.01%Q3 2021Q3 20225
Lebenthal Asset Management, LLC 550.19%0.34%0.68%Q1 2016Q1 20175
CHIRON CAPITAL MANAGEMENT, LLC 550.28%0.52%0.96%Q3 2022Q3 20235
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 410.57%0.69%0.78%Q2 2018Q3 20235
PICTON MAHONEY ASSET MANAGEMENT 410.08%0.32%0.86%Q1 2020Q4 20215
Alerus Investment Advisors Corp 551.01%1.08%1.10%Q1 2015Q1 20165
BELLEVUE ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
AlphaStar Capital Management, LLC 310.08%0.13%0.25%Q3 2017Q4 20205
Visium Asset Management, LP 320.04%0.27%0.66%Q4 2014Q1 20165
Bedell Frazier Investment Counselling, LLC 550.15%0.17%0.18%Q3 2022Q3 20235
CORDA Investment Management, LLC. 551.05%1.26%1.51%Q3 2022Q3 20235
Cassady Schiller Wealth Management, LLC 410.01%0.02%0.03%Q4 2021Q3 20235
NumerixS Investment Technologies Inc 210.03%0.32%0.75%Q1 2015Q1 20205
WealthStone, Inc. 410.19%0.30%0.65%Q2 2019Q1 20215
ClariVest Asset Management LLC 410.00%0.00%0.01%Q1 2015Q3 20235
MD Financial Management Inc. 550.00%0.02%0.08%Q4 2020Q4 20215
Guidant Wealth Advisors 320.00%0.00%0.01%Q2 2017Q3 20185
Goodwin Investment Advisory 410.01%0.04%0.07%Q1 2021Q2 20225
FNY Partners Fund LP 440.00%0.01%0.02%Q4 2016Q3 20175
Wealth Architects, LLC 410.04%0.05%0.07%Q3 2018Q1 20225
CONTINENTAL ADVISORS LLC 310.40%0.52%0.66%Q3 2016Q3 20205
ROMANO BROTHERS AND COMPANY 550.67%0.77%0.90%Q3 2022Q3 20235
Machina Capital S.A.S. 210.57%0.99%1.64%Q1 2019Q2 20235
JB Capital LLC 550.46%0.49%0.53%Q3 2022Q3 20235
NINE MASTS CAPITAL Ltd 220.00%0.02%0.04%Q3 2017Q4 20175
CANYON CAPITAL ADVISORS LLC 552.36%2.70%3.55%Q1 2015Q1 20165
Allred Capital Management, LLC 310.06%0.10%0.14%Q4 2019Q3 20235
Prentice Wealth Management LLC 320.11%0.14%0.16%Q1 2021Q2 20225
Elgethun Capital Management 410.04%0.23%0.31%Q4 2016Q2 20185
Addenda Capital Inc. 550.18%0.21%0.24%Q3 2022Q3 20235
CONNABLE OFFICE INC 410.05%0.70%0.99%Q1 2015Q1 20175
DGS Capital Management, LLC 320.13%0.14%0.14%Q4 2021Q1 20235
Delphi Private Advisors LLC 550.01%0.03%0.04%Q4 2015Q4 20165
Meadow Creek Wealth Advisors LLC 410.42%0.50%0.54%Q4 2019Q3 20225
Personal Wealth Partners 310.06%0.09%0.14%Q4 2018Q2 20215
Blossom Wealth Management 320.79%0.96%1.06%Q4 2021Q3 20235
SMITH HAYES Advisers, Inc 550.34%0.36%0.38%Q1 2015Q1 20165
Riverwater Partners LLC 550.29%0.46%0.83%Q4 2021Q4 20225
IRON Financial LLC 410.19%0.24%0.36%Q3 2021Q3 20235
WealthTrust Axiom LLC 410.07%0.08%0.09%Q4 2019Q3 20215
Power Corp of Canada 210.00%0.04%0.08%Q1 2022Q3 20235
GUARDIAN WEALTH ADVISORS, LLC / NC 410.04%0.05%0.10%Q1 2022Q2 20235
Aquatic Capital Management LLC 410.00%0.27%0.82%Q1 2022Q3 20235
Crescent Capital Consulting, LLC 550.01%0.01%0.02%Q4 2020Q4 20215
Full Sail Capital, LLC 550.04%0.07%0.09%Q2 2019Q2 20205
St. James Investment Advisors, LLC 551.64%2.16%3.23%Q4 2021Q4 20225
MCIA Inc 320.19%0.27%0.44%Q3 2020Q3 20235
Formidable Asset Management, LLC 410.04%0.05%0.05%Q3 2015Q3 20215
Compass Wealth Management LLC 551.02%1.27%1.37%Q4 2022Q4 20235
Consolidated Planning Corp 410.04%0.67%0.92%Q3 2021Q3 20235
ADVENT CAPITAL MANAGEMENT /DE/ 550.06%0.10%0.13%Q2 2020Q2 20215
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 310.03%0.06%0.10%Q4 2018Q3 20235
Park Avenue Institutional Advisers LLC 550.56%0.59%0.66%Q2 2015Q2 20165
MAVERICK CAPITAL LTD 410.02%0.03%0.06%Q4 2018Q3 20215
Tempus Wealth Planning, LLC 320.11%0.12%0.13%Q3 2021Q2 20235
American Trust Investment Advisors, LLC 550.14%0.25%0.32%Q1 2020Q1 20215
Perceptive Advisors 210.03%0.70%1.53%Q1 2015Q3 20235
SATOVSKY ASSET MANAGEMENT LLC 410.14%0.17%0.19%Q4 2020Q1 20225
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. 550.17%0.21%0.28%Q4 2016Q4 20175
Kaizen Advisory, LLC 550.06%0.14%0.23%Q4 2017Q4 20185
WESPAC Advisors SoCal, LLC 320.01%0.01%0.03%Q2 2016Q1 20195
CLINTON GROUP INC 210.08%0.35%0.82%Q2 2015Q1 20175
Timber Hill LLC 210.00%0.04%0.16%Q3 2015Q1 20185
CROFT-LEOMINSTER INC 550.50%0.64%0.75%Q4 2016Q4 20175
Ausdal Financial Partners, Inc. 210.03%0.06%0.07%Q4 2015Q4 20205
Narwhal Capital Management 550.80%0.97%1.12%Q1 2015Q1 20165
COWEN INC. 330.00%0.00%0.00%Q4 2017Q2 20185
PartnerRe Asset Management CORP 550.29%0.36%0.39%Q1 2015Q1 20165
PZENA INVESTMENT MANAGEMENT LLC 320.00%0.67%1.93%Q4 2016Q3 20235
DAVIS-REA LTD. 550.55%1.00%2.60%Q4 2021Q4 20225
Johnson Financial Group, LLC 550.23%0.25%0.31%Q1 2017Q1 20185
Morse Asset Management, Inc 550.11%0.13%0.14%Q3 2020Q3 20215
Hutchin Hill Capital, LP 410.04%0.33%0.86%Q4 2015Q3 20175
Lucia Wealth Services, LLC 320.19%0.24%0.32%Q4 2017Q3 20205
TRADITION ASSET MANAGEMENT LLC 550.52%0.56%0.59%Q2 2019Q2 20205
WEST CHESTER CAPITAL ADVISORS, INC 310.01%0.38%0.75%Q2 2015Q2 20195
Scott & Selber, Inc. 551.80%1.85%1.88%Q4 2014Q4 20155
AVITY INVESTMENT MANAGEMENT INC. 550.03%0.03%0.04%Q2 2018Q2 20195
Advisor OS, LLC 410.07%0.12%0.28%Q2 2020Q4 20215
LINCOLN CAPITAL CORP 550.45%0.88%1.20%Q3 2019Q3 20205
Perfromance Wealth Partners, LLC 410.01%0.02%0.02%Q4 2021Q2 20235
Lombard Odier Asset Management (USA) Corp 410.09%0.13%0.22%Q4 2016Q2 20185
Byrne Asset Management LLC 410.01%0.03%0.09%Q4 2021Q2 20235
Bernicke Wealth Management, Ltd. 550.55%0.63%0.71%Q2 2019Q2 20205
WealthSpring Partners, LLC 550.24%0.26%0.29%Q3 2022Q3 20235
Red Tortoise LLC 410.02%0.03%0.06%Q3 2021Q3 20235
BB&T INVESTMENT SERVICES, INC. 550.01%0.01%0.02%Q4 2016Q4 20175
Hoxton Financial, Inc. 550.06%0.10%0.12%Q1 2015Q1 20165
Stevard, LLC 550.10%0.13%0.18%Q4 2019Q4 20205
WAYCROSS PARTNERS, LLC 550.99%1.17%1.38%Q4 2020Q4 20215
MILLIE CAPITAL MANAGEMENT, LLC 550.21%1.34%1.81%Q4 2016Q4 20175
WCM INVESTMENT MANAGEMENT, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Hennion & Walsh Asset Management, Inc. 550.02%0.02%0.03%Q1 2021Q1 20225
Majedie Asset Management Ltd 551.16%1.85%2.21%Q1 2020Q1 20215
Colonial Trust Co / SC 550.17%0.18%0.19%Q3 2022Q3 20235
Empirical Finance, LLC 410.02%0.03%0.03%Q4 2016Q4 20225
ADVISOR PARTNERS II, LLC 550.12%0.16%0.21%Q3 2022Q3 20235
DRIVE WEALTH MANAGEMENT, LLC 320.08%0.28%0.60%Q4 2021Q3 20235
RUSSELL FRANK CO/ 550.66%0.74%0.87%Q1 2015Q1 20165
Community Capital Management, LLC 320.50%0.67%0.93%Q4 2018Q2 20205
Sierra Capital LLC 550.01%0.02%0.03%Q4 2021Q4 20225
Integrated Wealth Management 410.09%0.10%0.13%Q4 2015Q1 20175
Wellington Shields & Co., LLC 320.13%0.18%0.21%Q4 2018Q3 20235
C Partners Holding GmbH 410.04%0.30%1.18%Q2 2015Q3 20185
Dakota Community Bank & Trust NA 550.87%1.26%1.55%Q3 2022Q3 20235
Darwin Wealth Management, LLC 550.03%0.06%0.08%Q1 2019Q1 20205
Advisory Alpha, LLC 310.02%0.03%0.03%Q1 2019Q3 20205
PGIM Custom Harvest LLC 410.01%0.02%0.04%Q4 2020Q3 20235
Troy Asset Management Ltd 550.85%1.12%1.27%Q4 2017Q4 20185
W.G. Shaheen & Associates DBA Whitney & Co 320.00%0.24%0.61%Q1 2018Q3 20235
Family Firm, Inc. 210.11%0.12%0.13%Q1 2015Q3 20165
Delaney Dennis R 550.59%0.80%0.99%Q3 2022Q3 20235
General Partner, Inc. 550.42%0.49%0.55%Q4 2022Q4 20235
NORTH AMERICAN MANAGEMENT CORP 550.06%0.07%0.07%Q3 2015Q3 20165
PROVIDENT TRUST CO 550.01%0.02%0.02%Q3 2019Q3 20205
Capitolis Advisors LLC 550.13%0.24%0.30%Q4 2020Q4 20215
MARSICO CAPITAL MANAGEMENT LLC 320.16%0.23%0.28%Q1 2015Q3 20165
COOKSON PEIRCE & CO INC 320.04%0.89%2.57%Q4 2018Q1 20205
Keystone Financial Group 550.08%0.08%0.09%Q1 2019Q1 20205
COASTLAND CAPITAL LLC 210.11%0.44%0.65%Q1 2015Q4 20155
Palumbo Wealth Management LLC 410.13%0.16%0.20%Q4 2020Q3 20235
ALBERT D MASON INC 310.13%0.16%0.18%Q1 2022Q4 20235
Deane Retirement Strategies, Inc. 321.04%1.78%2.38%Q2 2016Q1 20205
GDS Wealth Management 550.09%0.18%0.24%Q4 2021Q4 20225
Woodline Partners LP 210.74%1.17%1.82%Q3 2020Q3 20225
Port Capital LLC 410.02%0.03%0.04%Q4 2017Q3 20195
TD Securities (USA) LLC 550.22%0.42%0.60%Q1 2015Q1 20165
MARVIN & PALMER ASSOCIATES INC 552.12%2.33%2.75%Q3 2015Q3 20165
Alpha Paradigm Partners, LLC 410.05%0.31%0.64%Q3 2021Q4 20225
Emerald Advisors, LLC 410.16%0.20%0.32%Q4 2019Q3 20215
MAS Advisors LLC 410.14%0.18%0.21%Q4 2021Q1 20235
M.D. Sass, Inc. 550.21%0.22%0.24%Q1 2015Q1 20165
Verity Asset Management, Inc. 310.17%0.27%0.40%Q1 2022Q3 20235
Fortitude Advisory Group L.L.C. 320.08%0.13%0.16%Q4 2021Q3 20235
Onyx Bridge Wealth Group LLC 550.08%0.11%0.13%Q1 2021Q1 20225
NFJ INVESTMENT GROUP, LLC 550.51%0.58%0.63%Q3 2022Q3 20235
Empirical Asset Management, LLC 550.23%0.48%0.67%Q4 2021Q4 20225
Gupta Wealth Management LLC 550.43%0.49%0.56%Q1 2015Q1 20165
Gateway Advisory, LLC 410.07%0.08%0.09%Q2 2016Q4 20175
Walter Public Investments Inc. 550.07%0.09%0.11%Q3 2022Q3 20235
BRIDGEWAY CAPITAL MANAGEMENT, LLC 550.38%0.52%0.68%Q4 2019Q4 20205
Paragon Private Wealth Management, LLC 550.32%0.43%0.50%Q3 2022Q3 20235
DOCK STREET ASSET MANAGEMENT INC 320.10%0.17%0.22%Q1 2016Q2 20175
Granahan Investment Management 550.01%0.03%0.04%Q3 2016Q3 20175
Avidity Partners Management LP 550.87%1.64%3.34%Q2 2020Q2 20215
IronBridge Private Wealth, LLC 550.00%0.00%0.00%Q4 2020Q4 20215
Curi Wealth Management, LLC 410.00%0.02%0.05%Q4 2020Q3 20225
Creegan & Nassoura Financial Group, LLC 551.18%1.41%1.55%Q3 2022Q3 20235
Benchmark Capital Advisors 550.75%0.83%1.03%Q4 2017Q4 20185
Euclid Advisors LLC 320.09%0.35%0.75%Q1 2015Q2 20165
Temasek Holdings (Private) Ltd 310.03%0.30%1.36%Q2 2015Q4 20205
State of Wyoming 550.07%0.15%0.33%Q1 2021Q1 20225
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.04%0.11%Q2 2021Q3 20235
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 210.00%0.80%2.50%Q2 2016Q3 20235
Campbell & CO Investment Adviser LLC 110.30%0.69%1.45%Q2 2015Q4 20215
REUTER JAMES WEALTH MANAGEMENT, LLC 410.11%0.38%0.67%Q4 2021Q3 20235
Spartan Planning & Wealth Management 410.00%0.00%0.00%Q1 2022Q3 20235
Private Capital Management, LLC 310.04%0.11%0.22%Q2 2020Q1 20235
Titus Wealth Management 320.11%0.21%0.28%Q4 2017Q3 20215
COMPASS FINANCIAL ADVISORS LLC 550.23%0.58%0.76%Q1 2022Q1 20235
Price Wealth, LLC 410.00%0.02%0.06%Q2 2018Q3 20205
Mine & Arao Wealth Creation & Management, LLC. 550.00%0.01%0.01%Q1 2020Q1 20215
Elmwood Wealth Management, Inc. 210.00%0.00%0.01%Q2 2020Q4 20215
Global Wealth Strategies & Associates 550.00%0.00%0.01%Q4 2022Q4 20235
SUFFOLK CAPITAL MANAGEMENT LLC 310.68%1.29%1.78%Q4 2014Q4 20175
Great Waters Wealth Management 440.13%0.15%0.16%Q4 2022Q3 20234
Richard W. Paul & Associates, LLC 440.01%0.01%0.01%Q4 2022Q3 20234
Koesten, Hirschmann & Crabtree, INC. 440.00%0.00%0.00%Q4 2022Q3 20234
Register Financial Advisors LLC 440.02%0.05%0.15%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.00%0.00%0.01%Q4 2022Q3 20234
Two Point Capital Management, Inc. 443.73%3.83%4.01%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.34%0.50%0.63%Q4 2022Q3 20234
TriaGen Wealth Management LLC 440.38%0.39%0.40%Q4 2020Q3 20214
New Hampshire Trust 440.14%0.16%0.18%Q4 2022Q3 20234
Sterling Financial Planning, Inc. 440.06%0.06%0.07%Q4 2020Q3 20214
BEACON INVESTMENT ADVISORS LLC 440.49%0.54%0.58%Q4 2022Q3 20234
Fortis Capital Advisors, LLC 440.16%0.18%0.21%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.23%0.34%0.46%Q4 2022Q3 20234
FourThought Financial Partners, LLC 441.01%1.42%1.60%Q4 2022Q3 20234
Thematics Asset Management 441.40%1.55%1.70%Q4 2022Q3 20234
Pure Financial Advisors, LLC 440.06%0.07%0.08%Q3 2018Q2 20194
Oliver Luxxe Assets LLC 220.34%0.80%1.33%Q2 2016Q1 20194
Ohio National Investments, Inc. 440.42%0.44%0.45%Q1 2015Q4 20154
Centurion Wealth Management LLC 440.11%0.12%0.13%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.09%0.17%0.42%Q4 2022Q3 20234
Constitution Capital LLC 440.31%0.31%0.32%Q4 2022Q3 20234
Corient Private Wealth LLC 440.06%0.09%0.12%Q4 2022Q3 20234
ADE, LLC 440.02%0.09%0.17%Q4 2020Q3 20214
DE BURLO GROUP INC 442.10%2.49%3.24%Q3 2019Q2 20204
BLUEFIN CAPITAL MANAGEMENT, LLC 220.02%0.05%0.12%Q4 2020Q4 20214
ABEILLE ASSET MANAGEMENT SA 440.40%0.79%1.02%Q1 2022Q4 20224
Bleakley Financial Group, LLC 440.14%0.16%0.18%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.02%0.02%0.02%Q4 2022Q3 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 441.20%1.23%1.32%Q4 2022Q3 20234
Index Management Solutions, LLC 440.01%0.02%0.03%Q4 2014Q3 20154
Sound Financial Strategies Group, LLC 440.28%0.47%1.01%Q4 2019Q3 20204
Brightworth 220.05%0.06%0.10%Q3 2017Q4 20184
SENZAR ASSET MANAGEMENT, LLC 312.34%3.03%4.05%Q2 2015Q1 20184
Renasant Bank 440.20%0.24%0.28%Q4 2022Q3 20234
Robbins Farley 210.00%0.01%0.01%Q3 2021Q3 20234
IBERIABANK CORP 310.03%0.03%0.04%Q4 2017Q4 20194
CATALYST FINANCIAL PARTNERS LLC 440.12%0.14%0.15%Q4 2022Q3 20234
Eisler Capital (UK) Ltd. 110.01%0.14%0.53%Q2 2021Q3 20234
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 440.82%1.06%1.34%Q4 2020Q3 20214
Harvest Portfolios Group Inc. 442.27%2.31%2.35%Q4 2022Q3 20234
Tuttle Capital Management, LLC 220.15%0.49%1.19%Q2 2018Q4 20194
Pegasus Partners Ltd. 310.04%0.13%0.19%Q2 2015Q1 20234
Kiltearn Partners LLP 441.12%1.43%1.61%Q4 2022Q3 20234
Valley Brook Capital Group, Inc. 440.18%0.20%0.22%Q4 2020Q3 20214
Stone Ridge Asset Management LLC 310.03%0.14%0.44%Q1 2019Q1 20204
SageView Advisory Group, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
KARLINSKI ANDREW C 440.00%0.00%0.01%Q4 2021Q3 20224
High Pines Wealth Management, LLC 440.27%0.30%0.34%Q4 2020Q3 20214
AlphaCentric Advisors LLC 440.18%0.23%0.31%Q4 2022Q3 20234
Better Money Decisions, LLC 310.01%0.03%0.04%Q1 2021Q2 20224
Harvest Investment Services, LLC 440.15%0.30%0.46%Q2 2020Q1 20214
SWARTHMORE GROUP INC 441.66%2.37%3.08%Q4 2016Q3 20174
Fermata Advisors, LLC 440.08%0.12%0.17%Q2 2021Q1 20224
1 NORTH WEALTH SERVICES LLC 220.01%0.01%0.01%Q4 2018Q4 20194
Empowered Funds, LLC 440.03%0.05%0.06%Q4 2022Q3 20234
O'ROURKE & COMPANY, Inc 440.18%0.20%0.21%Q4 2021Q3 20224
GeoWealth Management, LLC 210.00%0.01%0.01%Q4 2020Q3 20234
TITLEIST CAPITAL, LLC 220.05%0.08%0.11%Q4 2021Q4 20224
Gideon Capital Advisors, Inc. 440.16%0.18%0.19%Q3 2018Q2 20194
Principal Street Partners, LLC 310.05%0.06%0.09%Q1 2022Q3 20234
First Farmers & Merchants Bank / Trust 440.51%0.55%0.58%Q4 2021Q3 20224
Goodman Advisory Group, LLC 440.38%0.68%0.97%Q2 2022Q1 20234
Keystone Wealth Services, LLC 440.10%0.10%0.11%Q4 2021Q3 20224
SELDON CAPITAL LP 440.05%0.05%0.06%Q4 2021Q3 20224
Rock Springs Capital Management LP 220.89%2.48%4.18%Q1 2015Q3 20174
D. SCOTT NEAL, INC. 440.00%0.00%0.00%Q4 2015Q3 20164
Diversified Portfolios, Inc. 440.06%0.07%0.08%Q4 2020Q3 20214
Epic Trust Investment Advisors, LLC 310.31%0.35%0.43%Q1 2022Q2 20234
Iguana Healthcare Management, LLC 211.00%2.02%2.75%Q2 2015Q2 20174
Operose Advisors LLC 310.01%0.03%0.04%Q1 2022Q3 20234
Pitti Group Wealth Management, LLC 440.60%0.70%0.81%Q4 2022Q3 20234
AMERICAN NATIONAL BANK & TRUST CO /VA/ 441.09%1.13%1.20%Q1 2015Q4 20154
Koshinski Asset Management, Inc. 440.11%0.13%0.15%Q2 2016Q1 20174
GAM SYSTEMATIC LLP 220.00%0.09%0.21%Q1 2015Q4 20164
Beaird Harris Wealth Management, LLC 310.00%0.02%0.08%Q4 2021Q4 20224
Sweet Financial Partners, LLC 440.07%0.09%0.11%Q4 2021Q3 20224
RONALD BLUE & CO LLC 310.01%0.02%0.03%Q1 2015Q1 20174
SOUTH TEXAS MONEY MANAGEMENT LTD 441.16%1.45%1.67%Q4 2018Q3 20194
Private Advisory Group LLC 440.05%0.05%0.05%Q3 2022Q2 20234
CURIAN CAPITAL LLC 440.01%0.11%0.21%Q1 2015Q4 20154
First Light Asset Management, LLC 440.03%0.03%0.03%Q4 2022Q3 20234
Wakefield Asset Management LLLP 310.06%0.37%0.54%Q3 2019Q2 20224
Alliance Wealth Advisors, LLC /UT 440.39%0.89%1.34%Q4 2022Q3 20234
Abacus Planning Group, Inc. 440.15%0.18%0.19%Q3 2019Q2 20204
Belmont Capital, LLC 440.08%0.12%0.17%Q4 2022Q3 20234
STUDIO INVESTMENT MANAGEMENT LLC 440.00%0.03%0.08%Q4 2022Q3 20234
EverPoint Asset Management, LLC 440.18%0.25%0.32%Q1 2015Q4 20154
Mork Capital Management, LLC 440.65%0.69%0.74%Q4 2022Q3 20234
White Knight Strategic Wealth Advisors, LLC 440.29%0.49%0.68%Q4 2022Q3 20234
MILESTONE WEALTH, LLC 440.04%0.04%0.04%Q4 2021Q3 20224
GVO Asset Management Ltd 440.05%0.17%0.32%Q2 2016Q1 20174
Prosight Management, LP 220.85%2.03%3.72%Q1 2021Q3 20234
CoreCap Advisors, LLC 310.01%0.02%0.05%Q4 2021Q4 20224
QUANTUM CAPITAL MANAGEMENT 440.07%0.09%0.13%Q1 2015Q4 20154
Pine River Capital Management L.P. 440.45%0.82%1.06%Q1 2015Q4 20154
Biechele Royce Advisors 443.79%4.32%4.73%Q4 2022Q3 20234
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
OVERSEA-CHINESE BANKING Corp Ltd 440.21%0.23%0.25%Q4 2022Q3 20234
Apex Capital Management 440.01%0.01%0.01%Q2 2015Q1 20164
Nuveen Fund Advisors, LLC 440.05%0.05%0.05%Q3 2016Q2 20174
Powell Investment Advisors, LLC 440.12%0.20%0.33%Q2 2022Q1 20234
Stokes Family Office, LLC 310.03%0.04%0.04%Q3 2021Q3 20234
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 440.06%0.06%0.07%Q1 2015Q4 20154
Guild Investment Management, Inc. 441.76%2.00%2.24%Q3 2022Q2 20234
Claybrook Capital, LLC 210.00%0.25%0.44%Q4 2018Q2 20214
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 440.08%0.13%0.17%Q4 2021Q3 20224
MAGNOLIA CAPITAL MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
ATHERTON LANE ADVISERS, LLC 440.02%0.02%0.02%Q1 2015Q4 20154
DDD Partners, LLC 442.24%2.61%2.77%Q4 2022Q3 20234
Westend Capital Management, LLC 442.06%2.21%2.42%Q1 2015Q4 20154
United American Securities Inc. (d/b/a UAS Asset Management) 442.32%2.81%2.98%Q2 2019Q1 20204
Brendel Financial Advisors LLC 310.33%0.79%1.78%Q3 2019Q3 20214
LEVEL FOUR FINANCIAL, LLC 440.16%0.19%0.21%Q4 2020Q3 20214
Echo Street Capital Management LLC 220.00%0.01%0.01%Q3 2021Q2 20234
BBR PARTNERS, LLC 310.03%0.03%0.04%Q3 2018Q4 20194
Sanctuary Wealth Management, L.L.C. 210.00%0.00%0.00%Q1 2010Q3 20234
Fund Evaluation Group, LLC 440.35%0.46%0.58%Q4 2017Q3 20184
Weiss Asset Management LP 310.01%0.05%0.16%Q2 2019Q2 20214
NWK Group, Inc. 440.03%0.03%0.04%Q2 2020Q1 20214
BERRY GROUP, LLC 310.12%0.12%0.13%Q4 2019Q4 20204
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION 441.67%1.76%1.88%Q1 2015Q4 20154
TEXAS CAPITAL BANCSHARES INC/TX 440.34%0.38%0.41%Q1 2015Q4 20154
WULFF, HANSEN & CO. 440.49%0.54%0.57%Q4 2021Q3 20224
Legacy Wealth Partners, Inc. 310.41%0.48%0.54%Q4 2019Q1 20214
WNY Asset Management, LLC 440.08%0.09%0.11%Q4 2020Q3 20214
OFI Advisors LLC 440.09%0.09%0.09%Q4 2014Q3 20154
Wealth Quarterback LLC 220.09%0.10%0.10%Q4 2019Q3 20214
Trilogy Capital Inc. 310.00%0.00%0.01%Q1 2018Q2 20234
Beacon Harbor Wealth Advisors, Inc. 441.52%1.72%1.83%Q4 2022Q3 20234
683 Capital Management, LLC 440.23%0.57%1.10%Q1 2015Q4 20154
K.J. Harrison & Partners Inc 110.04%0.11%0.20%Q3 2020Q2 20234
CITIZENS & NORTHERN CORP 440.21%0.39%0.61%Q1 2015Q4 20154
Financial Engines Advisors L.L.C. 210.00%0.00%0.00%Q4 2016Q3 20204
CHURCHILL MANAGEMENT Corp 220.04%0.05%0.07%Q1 2015Q1 20194
Taylor, Cottrill LLC 440.63%0.66%0.73%Q1 2015Q4 20154
FSA Wealth Management LLC 310.01%0.01%0.02%Q4 2019Q4 20204
Baker Avenue Asset Management, LP 440.00%0.00%0.01%Q4 2022Q3 20234
Portfolio Strategies, Inc. 440.03%0.03%0.03%Q4 2017Q3 20184
Senator Investment Group LP 442.58%3.45%4.09%Q1 2015Q4 20154
Camber Capital Management LP 211.24%2.21%3.87%Q1 2022Q3 20234
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 440.00%0.01%0.01%Q4 2017Q3 20184
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 440.24%0.48%1.01%Q2 2021Q1 20224
Capstone Financial Group, Inc. 440.24%1.04%1.71%Q4 2019Q3 20204
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 310.00%0.35%1.38%Q1 2017Q3 20204
440 INVESTMENT GROUP, LLC 440.39%0.96%1.83%Q1 2017Q4 20174
Truadvice, LLC 220.07%0.10%0.14%Q1 2021Q2 20234
SpiderRock Advisors, LLC 310.08%0.16%0.20%Q1 2017Q4 20204
Rock Creek Group, LP 440.01%0.01%0.01%Q4 2022Q3 20234
Anson Funds Management LP 310.14%0.30%0.56%Q3 2020Q1 20234
VERUS CAPITAL PARTNERS, LLC 220.04%0.09%0.20%Q4 2019Q2 20224
TFO Wealth Partners, LLC 110.00%0.00%0.00%Q3 2020Q3 20234
SRB CORP 310.02%0.03%0.03%Q1 2018Q1 20234
Pacific Center for Financial Services 440.01%0.01%0.01%Q4 2016Q3 20174
CAMG Solamere Management, LLC 440.19%1.09%1.80%Q1 2020Q4 20204
DFPG INVESTMENTS, LLC 440.28%0.33%0.34%Q4 2022Q3 20234
ICICI Prudential Asset Management Co Ltd 440.25%0.85%1.22%Q4 2016Q3 20174
Silchester International Investors LLP 440.08%0.20%0.41%Q4 2017Q3 20184
KOCH INDUSTRIES INC 440.34%0.39%0.51%Q4 2016Q3 20174
OAKWOOD CAPITAL MANAGEMENT LLC/CA 440.76%1.35%1.64%Q1 2016Q4 20164
Legacy Capital Wealth Partners, LLC 210.30%0.33%0.36%Q4 2020Q3 20234
Inlet Private Wealth, LLC 441.17%1.38%1.60%Q4 2022Q3 20234
Sequent Asset Management, LLC 440.16%0.17%0.18%Q1 2020Q4 20204
Beirne Wealth Consulting Services, LLC 220.20%0.24%0.28%Q4 2018Q4 20204
Retirement Planning Co of New England, Inc. 310.12%0.13%0.14%Q4 2021Q2 20234
Kinloch Capital, LLC 441.92%2.07%2.26%Q4 2022Q3 20234
Clear Harbor Asset Management, LLC 310.06%0.08%0.11%Q2 2015Q3 20234
AM INVESTMENT STRATEGIES LLC 440.05%0.07%0.07%Q2 2021Q1 20224
Kepos Capital LP 310.16%0.31%0.45%Q1 2018Q1 20194
SFMG, LLC 440.29%0.32%0.36%Q4 2022Q3 20234
Financial Advantage, Inc. 442.46%2.62%2.82%Q4 2022Q3 20234
WFA of San Diego, LLC 210.01%0.01%0.02%Q2 2022Q3 20234
CI Global Investments Inc. 440.04%0.08%0.11%Q4 2015Q3 20164
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 440.18%0.18%0.19%Q4 2022Q3 20234
Live Oak Investment Partners 440.10%0.12%0.14%Q4 2022Q3 20234
GLOBEFLEX CAPITAL L P 440.00%0.00%0.00%Q2 2019Q1 20204
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC 441.88%2.14%2.37%Q4 2022Q3 20234
FIRST HORIZON CORP 440.01%0.03%0.08%Q3 2020Q2 20214
Robinson Value Management, Ltd. 441.46%1.56%1.65%Q4 2022Q3 20234
BAROMETER CAPITAL MANAGEMENT INC. 222.37%2.64%3.07%Q1 2015Q3 20164
ARTHUR M. COHEN & ASSOCIATES, LLC 310.06%0.08%0.13%Q4 2016Q3 20234
Glaxis Capital Management, LLC 441.26%7.49%10.95%Q1 2022Q4 20224
Portfolio Solutions, LLC 310.00%0.01%0.02%Q1 2017Q1 20184
BBT Capital Management, LLC 310.24%1.41%2.22%Q2 2015Q4 20184
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 440.02%0.11%0.20%Q1 2022Q4 20224
Hartford Funds Management Co LLC 440.02%0.03%0.04%Q4 2022Q3 20234
KLK CAPITAL MANAGEMENT LLC 440.24%0.66%0.86%Q2 2021Q1 20224
Connecticut Wealth Management, LLC 220.02%0.02%0.02%Q4 2021Q3 20234
Baltimore-Washington Financial Advisors, Inc. 310.01%0.01%0.02%Q1 2015Q1 20214
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.00%0.02%0.04%Q4 2017Q3 20184
MID CONTINENT CAPITAL LLC/IL 440.04%0.06%0.07%Q4 2014Q3 20154
CHUBB CORP 441.35%1.57%2.17%Q1 2015Q4 20154
Etesian Wealth Advisors, Inc. 440.58%0.63%0.67%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.07%0.08%0.10%Q4 2022Q3 20234
First County Bank /CT/ 440.19%0.42%0.58%Q4 2022Q3 20234
Calvert Investment Management, Inc. 220.26%0.85%1.65%Q1 2015Q1 20164
KLR INVESTMENT ADVISORS, LLC 440.18%0.23%0.33%Q4 2022Q3 20234
BRADY FAMILY WEALTH, LLC 441.24%1.28%1.35%Q4 2022Q3 20234
Tilt Investment Management Holdings, PBC 440.39%0.41%0.42%Q4 2022Q3 20234
True Wealth Design, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
BOS Asset Management, LLC 440.22%0.27%0.30%Q4 2022Q3 20234
Park Place Capital Corp 440.23%0.24%0.26%Q4 2022Q3 20234
DUDLEY CAPITAL MANAGEMENT, LLC 440.87%0.94%1.02%Q4 2022Q3 20234
Enlightenment Research, LLC 110.14%0.66%1.05%Q4 2018Q3 20214
KINGDON CAPITAL MANAGEMENT, L.L.C. 220.28%0.68%1.16%Q1 2015Q4 20184
Delta Financial Group, Inc. 440.09%0.17%0.37%Q4 2022Q3 20234
Beverly Hills Private Wealth, LLC 440.23%0.26%0.30%Q4 2022Q3 20234
Park Edge Advisors, LLC 440.15%0.17%0.19%Q4 2022Q3 20234
PYA Waltman Capital, LLC 440.01%0.01%0.01%Q4 2021Q3 20224
VIAWEALTH, LLC 440.75%0.75%0.77%Q4 2022Q3 20234
Pinnacle Summer Investments, Inc. 440.00%0.03%0.10%Q1 2015Q4 20154
Applied Capital LLC/FL 440.52%0.55%0.57%Q4 2022Q3 20234
STAR Financial Bank 440.30%0.36%0.40%Q4 2022Q3 20234
Silicon Valley Capital Partners 440.67%0.77%0.98%Q4 2022Q3 20234
Evergreen Wealth Management, LLC 441.03%1.16%1.27%Q4 2022Q3 20234
Laurel Wealth Planning LLC 440.09%0.13%0.19%Q1 2022Q4 20224
Meeder Advisory Services, Inc. 440.15%0.16%0.17%Q4 2022Q3 20234
Financial Partners Group, LLC 441.54%1.88%2.72%Q4 2022Q3 20234
Lantz Financial LLC 440.10%0.10%0.11%Q4 2022Q3 20234
MOSAIC FAMILY WEALTH PARTNERS, LLC 440.05%0.05%0.07%Q4 2022Q3 20234
LWMG, LLC 440.12%0.14%0.15%Q4 2022Q3 20234
River Street Advisors LLC 440.79%0.83%0.86%Q4 2022Q3 20234
McGlone Suttner Wealth Management, Inc. 440.06%0.06%0.07%Q4 2022Q3 20234
New England Capital Financial Advisors LLC 440.08%0.08%0.08%Q4 2022Q3 20234
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID 210.02%0.02%0.02%Q2 2015Q3 20184
DOVER ADVISORS, LLC 440.37%0.39%0.41%Q4 2022Q3 20234
REYNOLDS CAPITAL MANAGEMENT LLC 210.24%0.40%0.49%Q1 2015Q4 20153
Strategic Investment Advisors / MI 330.04%0.04%0.05%Q1 2023Q3 20233
HBW ADVISORY SERVICES LLC 330.23%0.30%0.42%Q1 2023Q3 20233
Avion Wealth 330.00%0.00%0.00%Q1 2023Q3 20233
Relyea Zuckerberg Hanson LLC 330.06%0.06%0.06%Q1 2023Q3 20233
AIA Investment Management Private Ltd 330.06%0.07%0.09%Q1 2020Q3 20203
Blueprint Investment Partners LLC 210.06%0.09%0.14%Q3 2021Q2 20233
Monte Financial Group, LLC 331.44%1.78%1.97%Q1 2021Q3 20213
Sepio Capital, LP 210.07%0.20%0.29%Q4 2018Q3 20213
Avalon Trust Co 330.00%0.00%0.00%Q1 2023Q3 20233
Cedar Mountain Advisors, LLC 330.00%0.00%0.00%Q3 2021Q1 20223
Swaine & Leidel Wealth Services, LLC 212.68%2.84%2.96%Q4 2018Q1 20203
Grant Street Asset Management, Inc. 330.02%0.15%0.42%Q4 2020Q2 20213
Resolute Advisors LLC 330.00%0.01%0.01%Q1 2021Q3 20213
DAVIDSON & GARRARD INC 210.06%0.06%0.06%Q2 2016Q1 20173
Fulcrum Equity Management 210.08%0.08%0.09%Q4 2018Q3 20213
New Potomac Partners, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
Resource Management, LLC 330.03%0.03%0.03%Q2 2021Q4 20213
AMJ Financial Wealth Management 210.20%0.21%0.21%Q4 2019Q3 20213
Argent Wealth Management LLC 330.34%0.36%0.38%Q4 2019Q2 20203
Apeiron RIA LLC 330.07%0.08%0.08%Q1 2023Q3 20233
Lloyd Advisory Services, LLC. 110.00%0.22%0.63%Q4 2019Q3 20233
Tower View Wealth Management LLC 330.09%0.46%1.20%Q3 2021Q1 20223
EPG Wealth Management LLC 210.03%0.08%0.16%Q4 2019Q3 20233
One Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2018Q4 20223
Demars Financial Group, LLC 331.72%1.78%1.88%Q1 2023Q3 20233
Security National Bank 330.06%0.06%0.06%Q1 2021Q3 20213
Seven Springs Wealth Group, LLC 210.00%0.09%0.14%Q4 2020Q3 20213
Filbrandt Wealth Management, LLC 210.00%0.00%0.00%Q1 2020Q3 20213
Engrave Wealth Partners LLC 330.04%0.05%0.07%Q4 2019Q2 20203
Inspire Advisors, LLC 210.03%0.04%0.04%Q4 2020Q3 20233
NORTHSTAR WEALTH PARTNERS LLC 210.09%0.10%0.10%Q3 2019Q3 20203
Synergy Asset Management, LLC 210.69%0.74%0.82%Q1 2022Q1 20233
Summit X, LLC 210.00%0.06%0.10%Q3 2020Q2 20233
LWM Advisory Services, LLC 330.48%0.55%0.62%Q4 2021Q2 20223
Northstar Advisory Group, LLC 330.25%0.26%0.27%Q4 2020Q2 20213
Forefront Analytics, LLC 330.12%0.14%0.15%Q4 2022Q2 20233
Advisor Resource Council 110.03%0.05%0.06%Q2 2021Q2 20223
Premia Global Advisors, LLC 210.24%0.28%0.32%Q4 2017Q1 20193
Stone House Investment Management, LLC 330.00%0.01%0.01%Q1 2023Q3 20233
Cornerstone Planning Group LLC 210.01%0.02%0.02%Q4 2022Q3 20233
NORTHWEST WEALTH MANAGEMENT, LLC 330.08%0.08%0.09%Q1 2023Q3 20233
Cypress Point Wealth Management, LLC 210.06%0.35%0.93%Q4 2020Q3 20213
Faithward Advisors, LLC 330.06%0.07%0.08%Q1 2023Q3 20233
Chiron Investment Management, LLC 211.94%2.16%2.46%Q1 2020Q2 20233
ENGINE NO. 1 LLC 330.15%0.19%0.23%Q2 2021Q4 20213
Bellwether Investment Group, LLC 210.09%0.19%0.36%Q2 2016Q1 20173
FORESTERS ASSET MANAGEMENT INC. 330.36%0.48%0.62%Q2 2016Q4 20163
Paragon Wealth Strategies, LLC 210.00%0.00%0.01%Q2 2021Q4 20223
Blue Pool Management Ltd. 331.57%1.63%1.72%Q3 2019Q1 20203
Morningstar Investment Management LLC 330.08%0.13%0.17%Q1 2023Q3 20233
KHP Capital, LLC 330.06%0.06%0.06%Q1 2018Q3 20183
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 332.54%2.79%2.92%Q4 2015Q2 20163
Arbor Wealth Management, LLC 330.03%0.03%0.04%Q4 2018Q2 20193
Allegiant Private Advisors, LLC 330.03%0.04%0.04%Q4 2020Q2 20213
OneAscent Wealth Management LLC 210.24%0.27%0.31%Q4 2020Q3 20213
Palouse Capital Management, Inc. 331.66%1.73%1.83%Q1 2023Q3 20233
Cottage Street Advisors LLC 330.12%0.14%0.16%Q3 2021Q1 20223
Oxler Private Wealth LLC 330.43%0.48%0.53%Q4 2020Q2 20213
Tamarack Advisers, LP 215.06%6.29%7.25%Q4 2015Q1 20183
SAX WEALTH ADVISORS, LLC 330.05%0.07%0.07%Q1 2021Q3 20213
OAK FAMILY ADVISORS, LLC 332.42%3.02%3.45%Q4 2022Q2 20233
Invictus RG 210.02%0.45%1.03%Q3 2017Q3 20183
HUTCHENS INVESTMENT MANAGEMENT INC 210.00%1.28%2.53%Q3 2016Q4 20173
Econ Financial Services Corp 331.37%1.76%1.99%Q1 2023Q3 20233
Asymmetry Capital Management, L.P. 211.47%4.87%6.84%Q2 2017Q3 20213
Coppell Advisory Solutions LLC 210.02%0.02%0.02%Q4 2022Q3 20233
TNF LLC 330.10%0.10%0.10%Q3 2021Q1 20223
Moisand Fitzgerald Tamayo, LLC 110.00%0.00%0.00%Q3 2017Q3 20223
ETF MANAGERS GROUP, LLC 210.02%0.05%0.07%Q1 2016Q4 20163
Financial Insights, Inc. 110.04%0.15%0.23%Q2 2021Q3 20233
US FINANCIAL ADVISORS, LLC 330.02%0.03%0.04%Q3 2015Q1 20163
Fortress Wealth Group, LLC 330.15%0.16%0.17%Q1 2023Q3 20233
Genesis Wealth Advisors, LLC 330.03%0.03%0.04%Q4 2014Q2 20153
Lifeworks Advisors, LLC 330.21%0.21%0.22%Q4 2021Q2 20223
FOSTER DYKEMA CABOT & CO INC/MA 330.02%0.02%0.02%Q1 2023Q3 20233
Revisor Wealth Management LLC 330.24%0.24%0.25%Q1 2023Q3 20233
Innova Wealth Partners 330.18%0.19%0.20%Q1 2023Q3 20233
Acrospire Investment Management LLC 330.02%0.09%0.21%Q4 2016Q2 20173
Mercer Capital Advisers, Inc. 330.06%0.09%0.10%Q1 2015Q3 20153
WIN ADVISORS, INC 330.00%0.02%0.04%Q1 2022Q3 20223
Fifth Third Wealth Advisors LLC 330.16%0.20%0.27%Q2 2023Q4 20233
Carmel Capital Partners, LLC 330.03%0.07%0.10%Q1 2023Q3 20233
Amplius Wealth Advisors, LLC 330.05%0.08%0.12%Q4 2021Q2 20223
J.P. Turner & Co Capital Mnagement, LLC 330.23%0.24%0.26%Q1 2015Q3 20153
CLARIS ADVISORS, LLC / MO / 330.24%0.27%0.29%Q4 2021Q2 20223
Hikari Power Ltd 330.61%0.64%0.67%Q1 2023Q3 20233
Scissortail Wealth Management, LLC 110.87%1.12%1.61%Q4 2021Q4 20223
Anfield Capital Management, LLC 210.01%0.14%0.24%Q1 2020Q2 20213
Financial Connections Group, Inc. 330.01%0.02%0.02%Q4 2021Q2 20223
HAMEL ASSOCIATES, INC. 330.84%1.04%1.20%Q1 2023Q3 20233
BARNES PETTEY FINANCIAL ADVISORS, LLC 330.26%0.31%0.36%Q4 2021Q2 20223
HERBST GROUP, LLC 331.16%1.16%1.17%Q1 2022Q3 20223
PEDDOCK CAPITAL ADVISORS, LLC 330.20%0.21%0.21%Q1 2022Q3 20223
NTB Financial Corp 330.18%0.18%0.19%Q4 2021Q2 20223
BIVIN & ASSOCIATES, INC. 330.86%0.93%0.98%Q4 2021Q2 20223
EFG Asset Management (North America) Corp. 330.14%0.20%0.23%Q1 2023Q3 20233
SS&H Financial Advisors, Inc. 210.10%0.10%0.12%Q1 2022Q3 20233
STEPH & CO 210.01%0.01%0.01%Q4 2019Q3 20233
SIENA CAPITAL LLC 330.00%0.00%0.01%Q1 2022Q3 20223
Nvest Financial, LLC 210.29%0.38%0.50%Q1 2022Q3 20233
ARGENTIERE CAPITAL AG 210.30%1.44%3.02%Q3 2016Q3 20173
AXQ CAPITAL, LP 210.10%0.42%0.70%Q4 2022Q3 20233
RENAISSANCE GROUP LLC 330.96%1.19%1.40%Q1 2015Q3 20153
Redwood Financial Network Corp 210.20%0.24%0.27%Q1 2022Q2 20233
Eisler Capital (US) LLC 220.01%0.01%0.01%Q2 2023Q3 20233
ANGELES WEALTH MANAGEMENT, LLC 210.03%0.03%0.04%Q3 2022Q3 20233
Wallace Advisory Group, LLC 330.25%0.27%0.31%Q1 2023Q3 20233
Coastwise Capital Group, LLC 330.23%0.30%0.42%Q1 2023Q3 20233
Cercano Management LLC 330.07%0.07%0.08%Q1 2023Q3 20233
D L CARLSON INVESTMENT GROUP INC 331.48%1.51%1.57%Q4 2014Q2 20153
BOW STREET LLC 334.39%4.99%6.16%Q1 2015Q3 20153
Veritas Investment Management (UK) Ltd 330.03%0.03%0.04%Q2 2021Q4 20213
V-Square Quantitative Management LLC 330.16%0.19%0.25%Q1 2023Q3 20233
Cape Investment Advisory, Inc. 330.11%0.11%0.13%Q1 2023Q3 20233
CHASE INVESTMENT COUNSEL CORP 210.13%0.40%0.93%Q1 2020Q1 20223
CABOT WEALTH MANAGEMENT INC 330.04%0.04%0.04%Q1 2021Q3 20213
Crane Advisory, LLC 330.05%0.07%0.08%Q1 2023Q3 20233
Strategic Investment Solutions, Inc. /IL 330.01%0.01%0.02%Q1 2023Q3 20233
Camelot Portfolios, LLC 210.10%0.23%0.32%Q4 2015Q1 20173
Phillips Wealth Planners LLC 330.81%0.89%0.98%Q1 2023Q3 20233
Talisman Wealth Advisors LLC 330.38%0.40%0.43%Q1 2023Q3 20233
Glass Jacobson Investment Advisors llc 210.04%0.04%0.04%Q4 2022Q3 20233
PETREDIS INVESTMENT ADVISORS LLC 330.20%0.21%0.21%Q4 2022Q2 20233
LMG Wealth Partners, LLC 330.83%0.90%0.98%Q4 2022Q2 20233
Lakewood Asset Management LLC 330.32%0.33%0.34%Q1 2023Q3 20233
Vinva Investment Management Ltd 330.29%0.29%0.30%Q1 2023Q3 20233
LBP AM SA 330.73%0.76%0.81%Q1 2023Q3 20233
Empire Financial Management Company, LLC 330.81%0.88%0.93%Q1 2023Q3 20233
Imprint Wealth LLC 330.22%0.31%0.48%Q1 2023Q3 20233
PFG Investments, LLC 330.32%0.34%0.36%Q1 2023Q3 20233
Pine Valley Investments Ltd Liability Co 330.04%0.09%0.12%Q1 2023Q3 20233
EVEXIA WEALTH LLC 330.98%2.79%3.91%Q1 2023Q3 20233
Pinnacle West Asset Management, Inc. 330.51%0.53%0.56%Q1 2023Q3 20233
Legacy Capital Group California, Inc. 330.27%0.30%0.33%Q1 2023Q3 20233
ABLE Financial Group, LLC 330.50%0.75%0.90%Q1 2023Q3 20233
TITLEIST ASSET MANAGEMENT, LLC 330.14%0.14%0.15%Q1 2023Q3 20233
SILVIA MCCOLL WEALTH MANAGEMENT, LLC 330.20%0.20%0.21%Q4 2022Q2 20233
WFA Asset Management Corp 330.02%0.02%0.02%Q1 2023Q3 20233
Osher Van de Voorde Investment Management 333.50%3.75%3.90%Q1 2023Q3 20233
Stearns Financial Services Group 330.09%0.22%0.35%Q1 2015Q3 20153
Alpha Family Trust 330.20%0.21%0.22%Q1 2023Q3 20233
PDT Partners, LLC 110.05%0.33%0.88%Q2 2015Q2 20223
CITY NATIONAL BANK 330.13%0.15%0.17%Q1 2015Q3 20153
Spark Investment Management LLC 110.03%0.09%0.16%Q3 2017Q3 20193
MACROVIEW INVESTMENT MANAGEMENT LLC 110.00%0.03%0.07%Q2 2017Q3 20233
Executive Wealth Management, LLC 330.01%0.01%0.01%Q4 2018Q2 20193
Mraz, Amerine & Associates, Inc. 210.12%0.14%0.16%Q1 2016Q4 20163
Tamarack Capital Management, LLC 333.85%4.56%5.58%Q1 2015Q3 20153
Weatherstone Capital Management 330.08%0.15%0.22%Q3 2018Q1 20193
FDO Partners, LLC 110.37%0.54%0.78%Q4 2015Q3 20173
Lombard Odier Transatlantic Ltd 330.04%0.04%0.05%Q1 2016Q3 20163
Autus Asset Management, LLC 210.05%0.06%0.07%Q1 2015Q3 20163
CALDWELL SUTTER CAPITAL, INC. 330.06%0.13%0.16%Q1 2023Q3 20233
Global Endowment Management, LP 330.46%0.53%0.62%Q3 2017Q1 20183
Retirement Planning Group, LLC 330.02%0.02%0.03%Q1 2023Q3 20233
BRYN MAWR CAPITAL MANAGEMENT INC 330.33%0.59%1.10%Q1 2015Q3 20153
ARS Investment Partners, LLC 330.94%1.04%1.15%Q4 2016Q2 20173
AlphaOne Investment Services, LLC 330.03%0.05%0.09%Q3 2017Q1 20183
Stillwater Investment Management, LLC 330.10%0.11%0.13%Q3 2021Q1 20223
FinTrust Investment Advisory Services, LLC 330.26%0.28%0.30%Q3 2017Q1 20183
Constellation Wealth Advisors, LLC 330.79%0.86%0.93%Q1 2015Q3 20153
BRR OpCo, LLC 330.02%0.02%0.02%Q1 2021Q3 20213
Shelter Ins Profit Sharing 331.69%1.79%1.92%Q1 2015Q3 20153
IMC-Chicago, LLC 110.00%0.00%0.00%Q4 2020Q3 20213
GTS SECURITIES LLC 110.01%0.02%0.03%Q3 2023Q3 20233
Tributary Capital Management, LLC 110.00%0.00%0.00%Q3 2017Q4 20183
Trust CO of the Ozarks 330.08%0.09%0.09%Q1 2015Q3 20153
J. Goldman & Co LP 110.01%0.41%0.64%Q1 2015Q1 20163
CLEARBRIDGE, LLC 332.15%2.26%2.35%Q1 2015Q3 20153
Paragon Capital Management LLC 210.00%0.00%0.01%Q1 2019Q1 20203
Forward Management, LLC 330.13%0.16%0.18%Q1 2018Q3 20183
CAPITAL MANAGEMENT ASSOCIATES /NY/ 331.16%1.29%1.47%Q1 2020Q3 20203
Financial Gravity Companies, Inc. 210.01%0.01%0.01%Q4 2017Q4 20183
Financial Sense Advisors, Inc. 211.14%1.87%2.28%Q1 2015Q3 20183
Beech Hill Advisors, Inc. 331.90%1.97%2.06%Q1 2023Q3 20233
Locust Wood Capital Advisers 332.05%2.32%2.84%Q2 2018Q4 20183
Baldwin Investment Management, LLC 330.03%0.05%0.06%Q2 2021Q4 20213
Bowling Portfolio Management LLC 210.11%0.47%0.69%Q3 2019Q2 20203
Minneapolis Portfolio Management Group, LLC 333.47%3.56%3.71%Q1 2023Q3 20233
Yorktown Management & Research Co Inc 330.27%0.35%0.41%Q2 2020Q4 20203
Kovitz Investment Group, LLC 210.01%0.01%0.02%Q1 2015Q4 20153
Maltin Wealth Management, Inc. 210.27%0.53%0.67%Q1 2020Q1 20223
GODSEY & GIBB, INC 210.00%0.00%0.00%Q4 2022Q3 20233
FORT PITT CAPITAL GROUP INC 332.97%3.15%3.36%Q1 2015Q3 20153
ARVEST TRUST CO N A 330.01%0.01%0.01%Q4 2021Q2 20223
BOYAR ASSET MANAGEMENT INC. 330.18%0.24%0.28%Q1 2023Q3 20233
GARLAND CAPITAL MANAGEMENT INC 332.36%2.53%2.69%Q1 2023Q3 20233
LEUTHOLD GROUP, LLC 210.41%0.61%0.75%Q2 2020Q2 20223
Natixis Investment Managers International 330.01%0.01%0.01%Q1 2023Q3 20233
MUHLENKAMP & CO INC 332.79%3.02%3.41%Q1 2015Q3 20153
WESTWOOD MANAGEMENT CORP /IL/ 210.06%3.40%5.28%Q2 2016Q3 20193
UBS OCONNOR LLC 330.06%0.10%0.12%Q1 2023Q3 20233
LANDAAS & CO /WI /ADV 210.06%0.12%0.24%Q3 2017Q2 20183
AMUSSEN HUNSAKER ASSOCIATES LLC 210.04%0.06%0.09%Q2 2018Q3 20213
JUMP TRADING, LLC 210.04%0.29%0.67%Q2 2019Q2 20203
IVORY INVESTMENT MANAGEMENT, LLC 332.18%2.28%2.40%Q1 2015Q3 20153
FAIRFIELD, BUSH & CO. 110.00%0.01%0.02%Q1 2018Q2 20233
VALLEY WEALTH MANAGERS, INC. 110.00%0.00%0.00%Q4 2016Q1 20233
MARINER INVESTMENT GROUP LLC 220.00%0.02%0.07%Q3 2015Q4 20153
COBALT CAPITAL MANAGEMENT, INC. 331.28%1.73%2.07%Q1 2015Q3 20153
OSTRUM ASSET MANAGEMENT 330.10%0.17%0.21%Q1 2023Q3 20233
ALTERNA WEALTH MANAGEMENT, INC 210.25%0.29%0.34%Q4 2018Q4 20193
OptiFour Integrated Wealth Management, LLC 330.64%0.70%0.74%Q2 2019Q4 20193
SUMMIT WEALTH & RETIREMENT PLANNING, INC. 330.10%0.14%0.23%Q3 2021Q1 20223
Enterprise Trust & Investment Co 210.01%0.01%0.01%Q2 2019Q2 20223
Planning Solutions Group LLC 330.12%0.12%0.13%Q4 2018Q2 20193
Paradigm Financial Partners, LLC 210.04%0.08%0.13%Q1 2020Q4 20213
Meridian Wealth Partners, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Qsemble Capital Management, LP 330.98%1.10%1.16%Q4 2022Q2 20233
FSM Wealth Advisors, LLC 220.27%0.29%0.31%Q2 2022Q3 20222
GLOBE LIFE INC. 222.31%3.34%4.36%Q1 2015Q2 20152
Archon Capital Management LLC 223.70%3.74%3.78%Q4 2016Q1 20172
ARS Wealth Advisors, LLC 220.06%0.06%0.06%Q3 2020Q4 20202
ZEVIN ASSET MANAGEMENT LLC 110.04%0.04%0.04%Q3 2021Q1 20222
Taconic Capital Advisors LP 221.05%1.30%1.55%Q1 2015Q2 20152
Cordant, Inc. 110.00%0.00%0.01%Q3 2021Q1 20222
Vivaldi Capital Management LP 220.04%0.04%0.04%Q3 2020Q4 20202
Brand Asset Management Group, Inc. 110.00%0.01%0.01%Q1 2019Q1 20212
Novo Holdings A/S 225.10%5.47%5.85%Q2 2020Q3 20202
Jafra Capital Management LP 220.45%0.64%0.83%Q1 2018Q2 20182
Mint Tower Capital Management B.V. 110.98%1.06%1.15%Q4 2018Q4 20182
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Sound View Wealth Advisors, LLC 220.25%0.27%0.29%Q4 2018Q1 20192
MKD WEALTH COACHES, LLC 220.00%0.02%0.04%Q1 2019Q2 20192
Duquesne Family Office 221.74%1.85%1.96%Q3 2018Q4 20182
HealthInvest Partners AB 225.83%6.64%7.46%Q3 2017Q4 20172
Private Wealth Strategies, L.L.C. 220.06%0.07%0.08%Q2 2021Q3 20212
Thrive Wealth Management, LLC 220.07%0.08%0.09%Q2 2023Q3 20232
LYNCH & ASSOCIATES/IN 220.11%0.11%0.11%Q1 2015Q2 20152
AAF Wealth Management, LLC 220.14%0.14%0.14%Q1 2023Q2 20232
Rezny Wealth Management, Inc. 220.00%0.00%0.01%Q2 2015Q3 20152
Delek Group, Ltd. 220.43%0.44%0.45%Q4 2017Q1 20182
EAGLE GLOBAL ADVISORS LLC 220.04%0.05%0.05%Q1 2015Q2 20152
Ocean Endowment Partners, LLC 220.55%0.66%0.76%Q4 2019Q1 20202
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 110.04%0.05%0.07%Q3 2021Q1 20222
BAMCO INC /NY/ 220.00%0.00%0.00%Q3 2018Q4 20182
GARRISON POINT ADVISORS, LLC 110.15%0.16%0.18%Q4 2019Q3 20212
J.Safra Asset Management Corp 110.00%0.01%0.02%Q1 2022Q4 20222
ALPHA WINDWARD LLC 110.17%0.17%0.17%Q1 2015Q3 20202
Parametrica Management Ltd 220.23%0.24%0.26%Q4 2016Q1 20172
BBVA USA 220.55%0.57%0.59%Q2 2021Q3 20212
FFT WEALTH MANAGEMENT LLC 220.02%0.04%0.05%Q2 2021Q3 20212
Trivant Custom Portfolio Group, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
NATIONAL PENN INVESTORS TRUST CO /PA 222.07%2.37%2.68%Q1 2015Q2 20152
LifePro Asset Management 220.21%0.21%0.21%Q2 2023Q3 20232
Skandinaviska Enskilda Banken AB (publ) 220.18%0.18%0.18%Q3 2018Q4 20182
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 220.01%0.01%0.01%Q1 2022Q2 20222
INCEPTIONR LLC 110.14%0.29%0.45%Q4 2022Q3 20232
Santa Fe Partners LLC 110.19%0.34%0.50%Q1 2015Q4 20152
Portside Wealth Group, LLC 220.84%0.87%0.89%Q2 2023Q3 20232
Private Capital Advisors, Inc. 220.82%0.89%0.97%Q3 2016Q4 20162
Atomi Financial Group, Inc. 220.15%0.19%0.22%Q2 2023Q3 20232
Summit Wealth Group, LLC 220.02%0.02%0.02%Q1 2021Q2 20212
Empower Advisory Group, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Aris Wealth Services, Inc. 220.03%0.09%0.15%Q2 2015Q3 20152
Patriot Wealth Management, Inc. 221.08%1.11%1.13%Q3 2018Q4 20182
ORG Partners LLC 220.05%0.08%0.11%Q2 2023Q3 20232
Partnervest Advisory Services LLC 110.06%0.11%0.15%Q1 2015Q3 20202
EDENTREE ASSET MANAGEMENT Ltd 225.84%6.22%6.60%Q2 2023Q3 20232
Ballew Advisors, Inc 220.10%0.10%0.11%Q2 2018Q3 20182
Nemes Rush Group LLC 221.83%1.86%1.90%Q2 2023Q3 20232
INTREPID CAPITAL MANAGEMENT INC 220.01%0.01%0.01%Q2 2023Q3 20232
INSIGHT 2811, INC. 220.30%0.30%0.31%Q1 2015Q2 20152
Texas Yale Capital Corp. 220.02%0.02%0.02%Q1 2021Q2 20212
Fidelis Capital Partners, LLC 220.09%0.10%0.10%Q2 2023Q3 20232
Garrett Wealth Advisory Group, LLC 110.02%0.09%0.16%Q3 2019Q3 20232
Leucadia National 110.02%0.05%0.07%Q3 2023Q3 20232
Polar Asset Management Partners Inc. 110.13%0.25%0.38%Q2 2022Q2 20232
Strategic Wealth Investment Group, LLC 220.09%0.09%0.09%Q2 2023Q3 20232
Foresight Wealth Management, LLC 220.08%0.11%0.14%Q3 2020Q4 20202
Impact Partnership Wealth, LLC 220.01%0.02%0.03%Q2 2023Q3 20232
Slagle Financial, LLC 221.46%1.49%1.52%Q2 2023Q3 20232
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Jump Trading, LLC 110.02%0.02%0.02%Q2 2016Q2 20162
AFFINITY INVESTMENT ADVISORS, LLC 220.53%1.00%1.47%Q1 2020Q2 20202
Kamunting Street Capital Management, L.P. 110.34%0.50%0.66%Q1 2021Q2 20232
ACADIA TRUST NA 220.28%0.28%0.28%Q1 2015Q2 20152
CM WEALTH ADVISORS LLC 220.08%0.15%0.22%Q1 2023Q2 20232
CHAPIN DAVIS, INC. 220.11%0.11%0.11%Q1 2023Q2 20232
Carr Financial Group Corp 220.10%0.10%0.11%Q4 2022Q1 20232
Northwest Capital Management Inc 220.00%0.00%0.00%Q2 2023Q3 20232
Graham Capital Management, L.P. 110.03%0.14%0.26%Q2 2017Q3 20232
Cherry Tree Wealth Management, LLC 220.30%0.32%0.35%Q2 2023Q3 20232
Fortis Capital Management LLC 221.57%1.77%1.96%Q2 2020Q3 20202
ORSER CAPITAL MANAGEMENT, LLC 111.10%1.20%1.30%Q4 2020Q2 20212
6 Meridian 220.18%0.38%0.59%Q1 2020Q2 20202
UNION SAVINGS BANK 220.03%0.04%0.05%Q2 2023Q3 20232
HHG & Company, LLC 220.53%0.64%0.74%Q2 2015Q3 20152
Bordeaux Wealth Advisors LLC 220.10%0.12%0.14%Q4 2021Q1 20222
Platte River Wealth Advisors, LLC 220.11%0.12%0.12%Q2 2023Q3 20232
Cardinal Capital Management, Inc. 220.81%0.83%0.86%Q2 2023Q3 20232
Beck Bode, LLC 110.01%0.01%0.01%Q3 2020Q2 20212
Forza Wealth Management, LLC 220.11%0.11%0.11%Q1 2023Q2 20232
Acorn Wealth Advisors, LLC 220.00%0.00%0.01%Q4 2017Q1 20182
Mayfair Advisory Group, LLC 220.23%0.23%0.23%Q1 2023Q2 20232
Icon Wealth Advisors, LLC 220.34%0.37%0.40%Q3 2022Q4 20222
Arcataur Capital Management LLC 220.13%0.13%0.14%Q2 2023Q3 20232
KINGSWOOD WEALTH ADVISORS, LLC 220.05%0.08%0.11%Q2 2023Q3 20232
FULLER & THALER ASSET MANAGEMENT, INC. 220.01%0.02%0.03%Q4 2014Q1 20152
TRUST CO OF VIRGINIA /VA 220.04%0.04%0.04%Q1 2022Q2 20222
PRIVATE CAPITAL MANAGEMENT LLC 220.06%0.06%0.06%Q1 2022Q2 20222
Worth Financial Advisory Group, LLC 220.35%0.36%0.36%Q2 2023Q3 20232
OCCUDO QUANTITATIVE STRATEGIES LP 110.10%0.11%0.12%Q2 2021Q1 20232
HARVEY CAPITAL MANAGEMENT INC 220.18%0.25%0.33%Q4 2022Q1 20232
BINGHAM OSBORN & SCARBOROUGH LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Dunhill Financial, LLC 220.07%0.07%0.07%Q2 2023Q3 20232
Lumina Fund Management LLC 110.06%0.40%0.75%Q4 2016Q3 20172
CGC Financial Services, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Lowell Blake & Associates Inc. 220.28%0.30%0.31%Q4 2019Q1 20202
Fortis Group Advisors, LLC 110.01%0.04%0.08%Q3 2020Q3 20232
SYSTEMATIC FINANCIAL MANAGEMENT LP 220.05%0.07%0.09%Q1 2015Q2 20152
WHITEBOX ADVISORS LLC 220.11%0.26%0.41%Q3 2015Q4 20152
Pensionmark Financial Group, LLC 220.04%0.04%0.04%Q2 2023Q3 20232
Financial Advisors Network, Inc. 110.02%0.03%0.05%Q4 2016Q3 20232
Objective Capital Management, LLC 220.16%0.17%0.18%Q4 2021Q1 20222
L2 Asset Management, LLC 221.26%1.36%1.47%Q2 2023Q3 20232
MQS Management LLC 110.43%0.58%0.73%Q4 2021Q3 20222
Orinda Asset Management LLC 220.12%0.12%0.12%Q2 2015Q3 20152
Point72 Europe (London) LLP 220.83%1.05%1.27%Q2 2023Q3 20232
Tower Wealth Partners, Inc. 220.24%0.25%0.25%Q2 2021Q3 20212
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC 221.93%5.79%9.66%Q1 2016Q2 20162
BROOKTREE CAPITAL MANAGEMENT 220.02%0.02%0.02%Q4 2019Q1 20202
Catalyst Wealth Management, LLC 220.91%0.96%1.02%Q4 2022Q1 20232
Old Port Advisors 220.08%0.08%0.09%Q1 2022Q2 20222
Ahrens Investment Partners LLC 220.01%0.01%0.01%Q4 2021Q1 20222
Olympiad Research LP 220.17%0.19%0.21%Q4 2019Q1 20202
Davis Capital Management 221.66%1.78%1.90%Q1 2020Q2 20202
KFG WEALTH MANAGEMENT, LLC 220.13%0.14%0.15%Q2 2023Q3 20232
Well Done, LLC 110.00%0.00%0.01%Q1 2018Q4 20182
LGT Financial Advisors LLC 220.56%0.74%0.92%Q1 2023Q2 20232
Investment Management Corp of Ontario 220.10%0.10%0.10%Q2 2023Q3 20232
ARGENT TRUST COMPANY, N.A. 221.15%1.16%1.17%Q2 2015Q3 20152
Souders Financial Advisors 220.19%0.20%0.22%Q2 2021Q3 20212
Highstreet Asset Management Inc. 110.10%0.74%1.39%Q4 2015Q4 20192
Peoples Bank/KS 220.87%0.88%0.89%Q3 2023Q4 20232
Global Strategic Investment Solutions, LLC 220.04%0.04%0.04%Q2 2021Q3 20212
Lane Generational LLC 224.16%4.95%5.75%Q4 2021Q1 20222
READYSTATE ASSET MANAGEMENT LP 110.03%0.03%0.03%Q1 2023Q1 20232
TD Capital Management LLC 220.00%0.00%0.00%Q4 2022Q1 20232
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 220.06%0.08%0.10%Q1 2023Q2 20232
Johanson Financial Advisors, Inc. 110.06%0.06%0.06%Q4 2019Q4 20212
COTTONWOOD CAPITAL ADVISORS, LLC 220.18%0.18%0.18%Q4 2021Q1 20222
Strategic Capital Alternatives LLC 220.06%0.06%0.07%Q1 2015Q2 20152
Black Swift Group, LLC 110.15%0.16%0.17%Q3 2021Q2 20232
Peterson Financial Group, Inc. 220.50%0.58%0.65%Q4 2022Q1 20232
SPRING CAPITAL MANAGEMENT, LLC 112.47%2.68%2.89%Q4 2021Q2 20222
Invenomic Capital Management LP 220.71%0.79%0.87%Q4 2022Q1 20232
Arvest Bank Trust Division 220.02%0.02%0.02%Q2 2021Q3 20212
Israel Discount Bank of New York 220.09%0.09%0.10%Q1 2017Q2 20172
FAGAN ASSOCIATES, INC. 220.68%0.70%0.71%Q2 2016Q3 20162
Wayfinding Financial, LLC 220.15%0.15%0.16%Q1 2023Q2 20232
Sovarnum Capital L.P. 111.09%1.16%1.23%Q4 2017Q4 20172
BARING ASSET MANAGEMENT Ltd 220.02%0.02%0.02%Q2 2017Q3 20172
Karp Capital Management Corp 110.02%0.10%0.19%Q1 2017Q4 20182
CASTLE WEALTH MANAGEMENT LLC 220.02%0.02%0.02%Q2 2022Q3 20222
Trek Financial, LLC 220.07%0.08%0.09%Q2 2020Q3 20202
Folger Hill Asset Management LP 220.18%0.23%0.27%Q4 2017Q1 20182
Orcam Financial Group 220.28%0.29%0.31%Q4 2021Q1 20222
ShoreHaven Wealth Partners, LLC 220.02%0.02%0.03%Q4 2020Q1 20212
Cassia Capital Partners, LLC 220.15%0.59%1.04%Q2 2021Q3 20212
AMERICAFIRST CAPITAL MANAGEMENT, LLC 220.21%0.82%1.43%Q3 2016Q4 20162
BOGLE INVESTMENT MANAGEMENT L P /DE/ 220.97%0.98%0.98%Q3 2018Q4 20182
SCHNIEDERS CAPITAL MANAGEMENT LLC 220.17%0.19%0.21%Q1 2015Q2 20152
ACADEMY CAPITAL MANAGEMENT INC/TX 222.79%2.92%3.04%Q1 2015Q2 20152
Dixon Hughes Goodman Wealth Advisors LLC 220.01%0.01%0.01%Q4 2021Q1 20222
MMBG INVESTMENT ADVISORS CO. 110.03%0.04%0.04%Q4 2021Q3 20232
Pavadi Capital LLC 225.51%5.98%6.45%Q4 2022Q1 20232
Petrus Trust Company, LTA 110.03%0.04%0.04%Q4 2021Q4 20222
ASCEND CAPITAL, LLC 111.01%1.07%1.13%Q1 2017Q1 20182
Knott David M Jr 220.04%0.04%0.04%Q4 2021Q1 20222
Spotlight Asset Group, Inc. 220.01%0.01%0.01%Q2 2023Q3 20232
SHEETS SMITH WEALTH MANAGEMENT 220.04%0.05%0.05%Q2 2023Q3 20232
Hoxton Planning & Management, LLC 220.12%0.13%0.14%Q1 2023Q2 20232
Fiduciary Alliance LLC 110.00%0.01%0.01%Q4 2022Q2 20232
Oak Point Wealth Management 220.01%0.01%0.01%Q4 2017Q1 20182
Herold Advisors, Inc. 110.02%0.02%0.02%Q3 2021Q1 20222
GRATRY & Co LLC 220.23%0.23%0.23%Q2 2016Q3 20162
Exchange Bank 220.24%0.26%0.27%Q2 2023Q3 20232
MARYLAND CAPITAL ADVISORS INC. 220.00%0.00%0.00%Q2 2023Q3 20232
TCG Advisors, LP 220.02%0.02%0.02%Q1 2019Q2 20192
Center For Asset Management LLC 220.32%0.33%0.35%Q4 2022Q1 20232
Cypress Wealth Advisors LLC 110.11%0.14%0.18%Q2 2015Q1 20172
Sandy Cove Advisors, LLC 220.03%0.04%0.04%Q4 2021Q1 20222
Railway Pension Investments Ltd 220.35%0.36%0.37%Q4 2018Q1 20192
Galvin, Gaustad & Stein, LLC 220.02%0.02%0.02%Q2 2021Q3 20212
Cranbrook Wealth Management, LLC 220.00%0.00%0.00%Q3 2021Q4 20212
Gruss Capital Management LP 222.40%5.48%8.55%Q1 2015Q2 20152
WELD CAPITAL MANAGEMENT LLC 110.17%0.24%0.32%Q1 2020Q2 20212
Staton Financial Advisors, LLC 221.08%3.05%5.02%Q1 2015Q2 20152
R&F Capital Advisors LP 220.11%0.45%0.78%Q4 2016Q1 20172
GUIDANCE CAPITAL, INC 220.24%0.24%0.24%Q2 2023Q3 20232
Members Trust Co 220.01%0.01%0.02%Q2 2016Q3 20162
Emerald Acquisition Ltd. 220.58%0.60%0.63%Q2 2016Q3 20162
Carson Advisory Inc. 220.22%0.23%0.24%Q4 2021Q1 20222
JOURNEY STRATEGIC WEALTH LLC 110.03%0.03%0.03%Q1 2022Q3 20222
Balboa Wealth Partners 220.07%0.08%0.08%Q1 2023Q2 20232
Swedbank 110.50%0.51%0.52%Q3 2015Q1 20162
Independence Advisors, LLC 220.18%0.18%0.19%Q2 2016Q3 20162
HARVEST CAPITAL MANAGEMENT INC 220.06%0.06%0.06%Q1 2019Q2 20192
SADOFF INVESTMENT MANAGEMENT LLC 110.02%0.03%0.04%Q4 2018Q3 20212
Leonetti & Associates, LLC 222.03%2.03%2.04%Q2 2016Q3 20162
Avitas Wealth Management LLC 220.60%0.60%0.60%Q1 2022Q2 20222
Garner Asset Management Corp 220.09%0.10%0.10%Q2 2021Q3 20212
Morton Brown Family Wealth, LLC 110.00%0.00%0.00%Q2 2022Q1 20232
Lebenthal Holdings,LLC 220.12%0.21%0.29%Q1 2016Q2 20162
BANK HAPOALIM BM 110.03%0.04%0.05%Q4 2019Q3 20212
NEW CENTURY INVESTMENT MANAGEMENT, INC 220.34%0.35%0.36%Q1 2015Q2 20152
Y.D. More Investments Ltd 110.00%0.00%0.00%Q4 2022Q3 20232
Keystone Financial Planning, Inc. 220.25%0.27%0.30%Q4 2022Q1 20232
Knowledge Leaders Capital, LLC 223.47%3.77%4.06%Q1 2015Q2 20152
MASTERS CAPITAL MANAGEMENT LLC 112.02%2.30%2.58%Q4 2015Q3 20192
CrestPoint Capital Management, LLC 220.11%0.11%0.12%Q1 2015Q2 20152
Ghost Tree Capital, LLC 221.13%1.82%2.51%Q1 2016Q2 20162
HMS Capital Management, LLC 220.70%0.73%0.76%Q2 2023Q3 20232
Talbot Financial, LLC 221.32%1.35%1.37%Q2 2023Q3 20232
B&D White Capital Company, LLC 110.27%0.27%0.27%Q4 2022Q4 20222
Pluribus Labs, LLC 220.87%0.89%0.90%Q1 2022Q2 20222
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP 220.74%0.80%0.86%Q2 2016Q3 20162
Donald L. Hagan, LLC 110.09%0.10%0.10%Q3 2015Q1 20162
RGT Wealth Advisors, LLC 110.01%0.03%0.05%Q4 2020Q4 20212
NORTHERN CAPITAL MANAGEMENT LLC 220.38%1.17%1.97%Q1 2015Q2 20152
QUANTITATIVE VALUE TECHNOLOGIES, LLC 221.56%1.73%1.90%Q1 2021Q2 20212
GIRARD SECURITIES, INC. 220.20%0.22%0.24%Q4 2015Q1 20162
Invictus RG Pte. Ltd. 220.21%0.43%0.65%Q1 2015Q2 20152
LFA - Lugano Financial Advisors SA 220.04%0.04%0.05%Q4 2019Q1 20202
Bradley & Co. Private Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
Sloy Dahl & Holst, LLC 220.06%0.06%0.06%Q3 2021Q4 20212
LGT Fund Management Co Ltd. 220.77%0.79%0.81%Q1 2022Q2 20222
Pentwater Capital Management LP 220.00%0.03%0.06%Q1 2015Q2 20152
Redmile Group, LLC 111.54%1.58%1.63%Q4 2018Q1 20212
Planned Solutions, Inc. 220.06%0.06%0.06%Q3 2020Q4 20202
Hamilton Wealth, LLC 222.10%2.37%2.64%Q2 2022Q3 20222
Milestone Investment Advisors LLC 110.05%0.06%0.06%Q1 2023Q3 20232
FLIPPIN BRUCE & PORTER INC 220.72%0.76%0.79%Q4 2020Q1 20212
Lavaca Capital LLC 110.02%0.08%0.14%Q4 2018Q2 20232
Paradigm, Strategies in Wealth Management, LLC 220.13%0.13%0.13%Q1 2021Q2 20212
Fullerton Fund Management Co Ltd. 220.02%0.03%0.04%Q3 2020Q4 20202
TradeLink Capital LLC 110.55%0.84%1.12%Q1 2015Q2 20202
Western Asset Management Company, LLC 220.00%0.00%0.00%Q1 2020Q2 20202
RITTER DANIHER FINANCIAL ADVISORY LLC 220.01%0.01%0.01%Q4 2021Q1 20222
AMG Funds LLC 221.32%1.37%1.42%Q2 2020Q3 20202
Baron Wealth Management LLC 220.14%0.14%0.14%Q1 2023Q2 20232
MANAGED ACCOUNT ADVISORS LLC 220.36%0.36%0.36%Q1 2015Q2 20152
25 LLC 220.01%0.01%0.01%Q1 2023Q2 20232
Hamilton Capital, LLC 220.02%0.03%0.04%Q4 2021Q1 20222
Sonora Investment Management, LLC 220.82%0.85%0.87%Q2 2021Q3 20212
Financial Avengers, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
Princeton Alpha Management LP 110.19%0.39%0.58%Q2 2015Q1 20172
Nilsine Partners, LLC 220.04%0.04%0.04%Q1 2023Q2 20232
Bridgewater Wealth & Financial Management, LLC 110.08%0.09%0.10%Q2 2016Q2 20172
Seascape Capital Management 220.12%0.12%0.12%Q2 2021Q3 20212
St. Louis Trust Co 220.12%0.13%0.14%Q4 2017Q1 20182
Prostatis Group LLC 220.13%0.14%0.14%Q2 2021Q3 20212
AVIANCE CAPITAL MANAGEMENT, LLC 110.01%0.06%0.10%Q4 2014Q3 20152
PRECEPT MANAGEMENT LLC 220.30%0.51%0.72%Q3 2019Q4 20192
American Financial Network Advisory Services LLC 220.00%0.00%0.01%Q3 2017Q4 20172
Addison Capital Co 220.10%0.10%0.10%Q2 2021Q3 20212
Diametric Capital, LP 111.58%1.58%1.58%Q3 2018Q3 20181
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
PVG ASSET MANAGEMENT CORP 111.92%1.92%1.92%Q1 2020Q1 20201
ALPINE ASSOCIATES MANAGEMENT INC. 110.64%0.64%0.64%Q1 2015Q1 20151
Stockman Wealth Management, Inc. 110.10%0.10%0.10%Q3 2017Q3 20171
Claraphi Advisory Network, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Nalls Sherbakoff Group, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Capital Wealth Alliance, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
STANSBERRY ASSET MANAGEMENT, LLC 110.56%0.56%0.56%Q4 2017Q4 20171
Crow Point Partners, LLC 110.05%0.05%0.05%Q2 2017Q2 20171
Merrion Investment Management Co, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Parsifal Capital Management, LP 111.61%1.61%1.61%Q1 2020Q1 20201
BCM ADVISORS, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Beutel, Goodman & Co Ltd. 110.00%0.00%0.00%Q4 2017Q4 20171
Zhang Financial LLC 110.04%0.04%0.04%Q1 2022Q1 20221
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.21%0.21%0.21%Q4 2019Q4 20191
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2023Q3 20231
Dynasty Wealth Management, LLC 110.43%0.43%0.43%Q3 2018Q3 20181
WJ Interests, LLC 110.11%0.11%0.11%Q4 2022Q4 20221
COHEN & STEERS CAPITAL MANAGEMENT INC 110.00%0.00%0.00%Q1 2015Q1 20151
Copper Rock Capital Partners, LLC 110.02%0.02%0.02%Q3 2016Q3 20161
Landmark Wealth Management, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Passport Capital, LLC 110.00%0.00%0.00%Q2 2015Q2 20151
Integre Asset Management, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
INDUS CAPITAL PARTNERS, LLC 111.28%1.28%1.28%Q1 2020Q1 20201
JBJ Investment Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Nicollet Investment Management, Inc. 110.09%0.09%0.09%Q1 2021Q1 20211
HOHIMER WEALTH MANAGEMENT, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
WADDELL & ASSOCIATES, LLC 110.04%0.04%0.04%Q2 2021Q2 20211
IMS Capital Management 110.03%0.03%0.03%Q3 2018Q3 20181
Monument Capital Management 110.00%0.00%0.00%Q3 2018Q3 20181
HighVista Strategies LLC 110.03%0.03%0.03%Q1 2015Q1 20151
SOCIETE GENERALE 110.04%0.04%0.04%Q2 2016Q2 20161
STONNINGTON GROUP, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Jackson Hole Capital Partners, LLC 110.06%0.06%0.06%Q1 2023Q1 20231
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Clarus Wealth Advisors 110.24%0.24%0.24%Q3 2019Q3 20191
Saturna Capital CORP 110.00%0.00%0.00%Q4 2015Q4 20151
JSF Financial, LLC 110.11%0.11%0.11%Q3 2021Q3 20211
TURNER INVESTMENTS LLC 110.11%0.11%0.11%Q1 2015Q1 20151
WESTPORT RESOURCES MANAGEMENT INC 110.68%0.68%0.68%Q3 2016Q3 20161
GENERAL MOTORS INVESTMENT MANAGEMENT CORP 110.26%0.26%0.26%Q1 2015Q1 20151
FMA ADVISORY INC 110.23%0.23%0.23%Q2 2015Q2 20151
TBH Global Asset Management, LLC 110.17%0.17%0.17%Q3 2021Q3 20211
Aubrey Capital Management Ltd 110.23%0.23%0.23%Q1 2022Q1 20221
Rinkey Investments 110.01%0.01%0.01%Q4 2021Q4 20211
GLG Partners LP 110.01%0.01%0.01%Q4 2017Q4 20171
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
UNITED BANK 112.02%2.02%2.02%Q1 2015Q1 20151
Vigilare Wealth Management 110.28%0.28%0.28%Q2 2022Q2 20221
JET CAPITAL INVESTORS L P 110.16%0.16%0.16%Q1 2015Q1 20151
BEL AIR INVESTMENT ADVISORS LLC 110.49%0.49%0.49%Q1 2021Q1 20211
Nebula Research & Development LLC 110.48%0.48%0.48%Q2 2023Q2 20231
BARRETT & COMPANY, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
Santori & Peters, Inc. 110.02%0.02%0.02%Q4 2017Q4 20171
ALESCO ADVISORS LLC 110.06%0.06%0.06%Q4 2019Q4 20191
BERNZOTT CAPITAL ADVISORS 110.03%0.03%0.03%Q4 2021Q4 20211
James Hambro & Partners 110.04%0.04%0.04%Q3 2021Q3 20211
Single Point Partners, LLC 110.36%0.36%0.36%Q2 2023Q2 20231
AURORA FINANCIAL ADVISORS, LLC 110.72%0.72%0.72%Q4 2017Q4 20171
Financial Advisors, LLC 110.07%0.07%0.07%Q2 2021Q2 20211
Altman Advisors, Inc. 112.12%2.12%2.12%Q2 2018Q2 20181
WATERS PARKERSON & CO., LLC 110.03%0.03%0.03%Q4 2020Q4 20201
SHEPHERD KAPLAN KROCHUK, LLC 110.11%0.11%0.11%Q1 2015Q1 20151
Grandview Asset Management LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Chubb Ltd 114.29%4.29%4.29%Q1 2016Q1 20161
Paulson Wealth Management Inc. 110.08%0.08%0.08%Q4 2017Q4 20171
STEADFAST CAPITAL MANAGEMENT LP 111.52%1.52%1.52%Q2 2020Q2 20201
VIRGINIA RETIREMENT SYSTEM 110.19%0.19%0.19%Q1 2016Q1 20161
BOSTON PRIVATE BANK & TRUST CO 111.51%1.51%1.51%Q1 2015Q1 20151
Jupiter Investment Management Ltd 110.14%0.14%0.14%Q2 2020Q2 20201
FORTEM FINANCIAL GROUP, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
CastleArk Alternatives, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
AQR Arbitrage LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Elite Wealth Management, Inc. 110.56%0.56%0.56%Q3 2015Q3 20151
Mill Capital Management, LLC 110.11%0.11%0.11%Q1 2022Q1 20221
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 112.85%2.85%2.85%Q2 2015Q2 20151
Capricorn Fund Managers Ltd 110.93%0.93%0.93%Q4 2021Q4 20211
Crawford Lake Capital Management, LLC 110.44%0.44%0.44%Q3 2018Q3 20181
Garde Capital, Inc. 110.04%0.04%0.04%Q2 2023Q2 20231
Henrickson Nauta Wealth Advisors, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
Vickerman Investment Advisors, Inc. 110.97%0.97%0.97%Q3 2021Q3 20211
Syntal Capital Partners, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
EUDAIMONIA ADVISORS LLC 110.14%0.14%0.14%Q4 2021Q4 20211
DWM Financial Group, Inc. 111.34%1.34%1.34%Q1 2020Q1 20201
QCM Cayman, Ltd. 110.34%0.34%0.34%Q1 2015Q1 20151
Waypoint Capital Advisors, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Soros Fund Management 110.02%0.02%0.02%Q1 2016Q1 20161
St. Johns Investment Management Company, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
RKL Wealth Management LLC 110.06%0.06%0.06%Q3 2017Q3 20171
CFO4Life, L.P. 110.06%0.06%0.06%Q4 2022Q4 20221
Peak Asset Management, LLC 110.42%0.42%0.42%Q3 2023Q3 20231
S.C. Financial Services, Inc. 110.50%0.50%0.50%Q4 2021Q4 20211
MBB PUBLIC MARKETS I LLC 110.02%0.02%0.02%Q4 2021Q4 20211
Bain Capital Public Equity Management, LLC 110.36%0.36%0.36%Q1 2017Q1 20171
Riggs Asset Managment Co. Inc. 110.01%0.01%0.01%Q2 2015Q2 20151
American Money Management, LLC 110.05%0.05%0.05%Q1 2022Q1 20221
Albar Capital Ltd 110.25%0.25%0.25%Q2 2023Q2 20231
Permanens Capital L.P. 110.00%0.00%0.00%Q4 2019Q4 20191
Briaud Financial Planning, Inc 110.00%0.00%0.00%Q3 2023Q3 20231
EdgeRock Capital LLC 110.00%0.00%0.00%Q3 2022Q3 20221
AHL INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Strategic Asset Management, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Silicon Valley Community Foundation 110.07%0.07%0.07%Q4 2021Q4 20211
McElhenny Sheffield Capital Management, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
DB Fitzpatrick & Co, Inc 110.66%0.66%0.66%Q4 2021Q4 20211
Nekton Capital Ltd. 113.59%3.59%3.59%Q3 2022Q3 20221
Gould Capital, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Tech Square Trading LP 110.52%0.52%0.52%Q1 2019Q1 20191
Cypress Capital Management LLC (WY) 110.00%0.00%0.00%Q4 2018Q4 20181
Exos TFP Holdings LLC 110.34%0.34%0.34%Q3 2022Q3 20221
Nauset Wealth Management. LLC 110.12%0.12%0.12%Q1 2022Q1 20221
DRIEHAUS CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q4 2019Q4 20191
CARL STUART INVESTMENT ADVISOR, INC 110.06%0.06%0.06%Q1 2022Q1 20221
First International Bank & Trust 110.09%0.09%0.09%Q4 2021Q4 20211
Prosperity Consulting Group, LLC 110.10%0.10%0.10%Q3 2023Q3 20231
CTC Capital Management, LLC 110.29%0.29%0.29%Q4 2022Q4 20221
Farmer Steven Patrick 110.25%0.25%0.25%Q2 2022Q2 20221
UNITED BANK, INC. 110.19%0.19%0.19%Q1 2015Q1 20151
Intelligent Financial Strategies 110.00%0.00%0.00%Q4 2022Q4 20221
Otter Creek Advisors, LLC 112.00%2.00%2.00%Q1 2023Q1 20231
PURSUE WEALTH PARTNERS LLC 110.03%0.03%0.03%Q1 2022Q1 20221
CYPRESS CAPITAL MANAGEMENT LLC 110.18%0.18%0.18%Q4 2016Q4 20161
Kula Investments, LLC 110.57%0.57%0.57%Q4 2022Q4 20221
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Gitterman Wealth Management, LLC 110.16%0.16%0.16%Q1 2022Q1 20221
BluePath Capital Management, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
Campbell Wealth Management 110.00%0.00%0.00%Q2 2020Q2 20201
ONE PLUS ONE WEALTH MANAGEMENT, LLC 110.14%0.14%0.14%Q2 2021Q2 20211
Granite Bay Wealth Management, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
EA Series Trust 110.06%0.06%0.06%Q2 2023Q2 20231
Concorde Financial Corp 110.00%0.00%0.00%Q4 2021Q4 20211
Delpha Capital Management, LLC 110.08%0.08%0.08%Q4 2017Q4 20171
Shellback Capital, LP 113.30%3.30%3.30%Q3 2015Q3 20151
Thor Advisors, LLC 110.84%0.84%0.84%Q3 2019Q3 20191
Mariner Wealth Advisors-NYC, LLC 110.02%0.02%0.02%Q1 2015Q1 20151
BLUE ARROW CAPITAL MANAGEMENT LLC 110.65%0.65%0.65%Q1 2015Q1 20151
Mystic Asset Management, Inc. 110.04%0.04%0.04%Q4 2021Q4 20211
Lehman Financial Resources, Inc. 110.00%0.00%0.00%Q3 2015Q3 20151
WEXFORD CAPITAL LP 110.34%0.34%0.34%Q1 2023Q1 20231
Coatue Management 110.01%0.01%0.01%Q4 2019Q4 20191
Doman Group, LLC 110.72%0.72%0.72%Q4 2021Q4 20211
Summit Investment Advisory Services, LLC 110.18%0.18%0.18%Q3 2023Q3 20231
DISCIPLINED GROWTH INVESTORS INC /MN 110.01%0.01%0.01%Q4 2021Q4 20211
Castle Financial & Retirement Planning Associates, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Retirement Solution Inc. 110.13%0.13%0.13%Q3 2021Q3 20211
MRA Associates USA LLC 110.08%0.08%0.08%Q2 2019Q2 20191
My Personal CFO, LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Concentric Capital Strategies, LP 110.12%0.12%0.12%Q3 2023Q3 20231
Horan Capital Advisors, LLC. 110.01%0.01%0.01%Q3 2020Q3 20201
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
Rather & Kittrell, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
iSAM Funds (UK) Ltd 111.38%1.38%1.38%Q1 2023Q1 20231
Starfire Investment Advisers, Inc. 110.38%0.38%0.38%Q4 2017Q4 20171
Trinity Legacy Partners, LLC 110.08%0.08%0.08%Q1 2023Q1 20231
DEFINED WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
FSC Wealth Advisors, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Investmark Advisory Group LLC 110.01%0.01%0.01%Q4 2021Q4 20211
DENVER INVESTMENT ADVISORS LLC 110.01%0.01%0.01%Q1 2015Q1 20151
BEACON INVESTMENT ADVISORY SERVICES, INC. 110.01%0.01%0.01%Q3 2020Q3 20201
Eos Focused Equity Management, L.P. 110.26%0.26%0.26%Q3 2021Q3 20211
ADELL HARRIMAN & CARPENTER INC 110.02%0.02%0.02%Q3 2021Q3 20211
WILLNER & HELLER, LLC 110.44%0.44%0.44%Q4 2021Q4 20211
Kazazian Asset Management, LLC 110.99%0.99%0.99%Q1 2015Q1 20151
Capstone Investment Advisors (Netherlands), B.V. 110.24%0.24%0.24%Q1 2017Q1 20171
Clarfeld Financial Advisors, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
ERN LLC 110.25%0.25%0.25%Q2 2022Q2 20221
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
ANCORA FAMILY WEALTH ADVISORS, LLC 110.16%0.16%0.16%Q3 2016Q3 20161
Tradewinds, LLC. 110.12%0.12%0.12%Q2 2023Q2 20231
HOWARD WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q4 2019Q4 20191
Safeguard Investment Advisory Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
DAVIDSON TRUST CO 110.15%0.15%0.15%Q4 2021Q4 20211
Northwest Bank & Trust Co 110.11%0.11%0.11%Q2 2023Q2 20231
Callan Family Office, LLC 110.11%0.11%0.11%Q1 2023Q1 20231
Cynosure Group, LLC 110.22%0.22%0.22%Q2 2022Q2 20221
Ruedi Wealth Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 110.03%0.03%0.03%Q3 2016Q3 20161
PNC Managed Account Solutions, Inc. 110.61%0.61%0.61%Q2 2021Q2 20211
Coppell Advisory Solutions Corp. 110.02%0.02%0.02%Q4 2022Q4 20221
Vident Advisory, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
HANSEATIC MANAGEMENT SERVICES INC 110.13%0.13%0.13%Q4 2019Q4 20191
WealthOne, LLC 110.04%0.04%0.04%Q4 2018Q4 20181
Wilks Brothers, LLC 110.11%0.11%0.11%Q2 2018Q2 20181
Colonial River Wealth Management, LLC 110.20%0.20%0.20%Q2 2023Q2 20231
Key Square Capital Management LLC 112.33%2.33%2.33%Q1 2021Q1 20211
Signition LP 110.26%0.26%0.26%Q3 2018Q3 20181
Hibernia Wealth Partners, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
Urban Wealth Management, LLC 110.36%0.36%0.36%Q2 2022Q2 20221
Aveo Capital Partners, LLC 110.09%0.09%0.09%Q4 2016Q4 20161
StrategIQ Financial Group, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
Cornerstone Financial Partners, LLC 110.08%0.08%0.08%Q4 2015Q4 20151
Team Financial Group, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Warther Private Wealth, LLC 110.22%0.22%0.22%Q2 2021Q2 20211
DHJJ Financial Advisors, Ltd. 110.01%0.01%0.01%Q3 2023Q3 20231
Exane Asset Management 110.01%0.01%0.01%Q3 2017Q3 20171
Kades & Cheifetz LLC 110.52%0.52%0.52%Q3 2023Q3 20231
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
COWA, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Provident Wealth Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Risk Paradigm Group, LLC 110.01%0.01%0.01%Q3 2015Q3 20151
Blue Rock Advisors, LLC 117.65%7.65%7.65%Q3 2020Q3 20201
AMI INVESTMENT MANAGEMENT INC 111.04%1.04%1.04%Q3 2023Q3 20231
Precision Wealth Strategies, LLC 110.33%0.33%0.33%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.01%0.01%0.01%Q4 2022Q4 20221
Latitude Advisors, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
CHARLES STEWART MOTT FOUNDATION 110.45%0.45%0.45%Q3 2015Q3 20151
Allegis Investment Advisors, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
FULTON BREAKEFIELD BROENNIMAN LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Paragon Capital Management Ltd 110.01%0.01%0.01%Q4 2021Q4 20211
CHARTER RESEARCH & INVESTMENT GROUP, INC. 110.52%0.52%0.52%Q2 2015Q2 20151
Ellsworth Advisors, LLC 111.38%1.38%1.38%Q2 2020Q2 20201
FACT Capital, LP 110.85%0.85%0.85%Q4 2022Q4 20221
Vantage Consulting Group Inc 110.00%0.00%0.00%Q4 2020Q4 20201
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
HABERER REGISTERED INVESTMENT ADVISOR INC 110.04%0.04%0.04%Q1 2015Q1 20151
DRW SECURITIES, L.L.C. 110.01%0.01%0.01%Q3 2022Q3 20221
Kalos Management, Inc. 110.01%0.01%0.01%Q4 2015Q4 20151
Garda Capital Partners LP 110.08%0.08%0.08%Q3 2023Q3 20231
Ipsen Advisor Group LLC 110.32%0.32%0.32%Q4 2022Q4 20221
Quarry LP 110.01%0.01%0.01%Q3 2023Q3 20231
Altus Wealth Group LLC 110.10%0.10%0.10%Q4 2020Q4 20201
B, B, H, & B INC. 110.02%0.02%0.02%Q4 2020Q4 20201
Diversified, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
TCG Advisory Services, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
Grey Fox Wealth Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Legal Advantage Investments, Inc. 110.14%0.14%0.14%Q3 2023Q3 20231
BAINCO INTERNATIONAL INVESTORS 110.00%0.00%0.00%Q4 2020Q4 20201
Reby Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Clear Perspectives Financial Planning, LLC 110.00%0.00%0.00%Q3 2022Q3 20221
Probity Advisors, Inc. 110.05%0.05%0.05%Q2 2023Q2 20231
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 110.03%0.03%0.03%Q3 2023Q3 20231
Birchcreek Wealth Management, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
EASTERLY INVESTMENT PARTNERS LLC 111.67%1.67%1.67%Q3 2020Q3 20201
Graphene Investments SAS 112.06%2.06%2.06%Q4 2022Q4 20221
CTC Alternative Strategies, Ltd. 110.32%0.32%0.32%Q2 2023Q2 20231
Gateway Wealth Partners, LLC 110.04%0.04%0.04%Q2 2023Q2 20231
Strait & Sound Wealth Management LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
iA Global Asset Management Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
MARIETTA INVESTMENT PARTNERS LLC 110.46%0.46%0.46%Q2 2016Q2 20161
GraniteShares Advisors LLC 110.34%0.34%0.34%Q2 2022Q2 20221
KENSICO CAPITAL MANAGEMENT CORP 110.60%0.60%0.60%Q1 2020Q1 20201
Cox Capital Mgt LLC 110.02%0.02%0.02%Q1 2020Q1 20201
Silicon Hills Wealth Management, LLC 110.00%0.00%0.00%Q4 2019Q4 20191
FIRST NEW YORK SECURITIES LLC /NY 110.08%0.08%0.08%Q3 2015Q3 20151
PCA Investment Advisory Services Inc. 110.06%0.06%0.06%Q2 2023Q2 20231
Quilter Investors LTD 112.34%2.34%2.34%Q2 2019Q2 20191
OPTIMAS CAPITAL Ltd 113.40%3.40%3.40%Q1 2022Q1 20221
STALEY CAPITAL ADVISERS INC 110.01%0.01%0.01%Q3 2021Q3 20211
Front Street Capital Management, Inc. 110.03%0.03%0.03%Q3 2023Q3 20231
Prairie Sky Financial Group LLC 110.14%0.14%0.14%Q2 2023Q2 20231
Key Bridge Compliance, LLC 110.25%0.25%0.25%Q3 2023Q3 20231
Kure Advisory, LLC 110.46%0.46%0.46%Q3 2023Q3 20231
KPP Advisory Services LLC 110.08%0.08%0.08%Q3 2023Q3 20231
New Republic Capital, LLC 110.16%0.16%0.16%Q2 2023Q2 20231
NORDEN GROUP LLC 110.63%0.63%0.63%Q3 2023Q3 20231
Heritage Financial Services, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
Ramirez Asset Management, Inc. 110.01%0.01%0.01%Q3 2023Q3 20231
IBEX WEALTH ADVISORS 110.01%0.01%0.01%Q3 2021Q3 20211
Pictet Asset Management Holding SA 110.06%0.06%0.06%Q3 2023Q3 20231
Tiger Eye Capital LLC 112.08%2.08%2.08%Q2 2016Q2 20161
AGF MANAGEMENT LTD 110.01%0.01%0.01%Q2 2023Q2 20231
QRG CAPITAL MANAGEMENT, INC. 110.26%0.26%0.26%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.50%0.50%0.50%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.00%0.00%0.00%Q3 2023Q3 20231
CastleKnight Management LP 110.04%0.04%0.04%Q2 2023Q2 20231
Envestnet Portfolio Solutions, Inc. 110.07%0.07%0.07%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.06%0.06%0.06%Q3 2023Q3 20231
ROGCO, LP 110.26%0.26%0.26%Q3 2023Q3 20231
Susquehanna International Group Ltd. 110.09%0.09%0.09%Q1 2021Q1 20211
SYNTAX RESEARCH, INC. 110.35%0.35%0.35%Q3 2023Q3 20231
SECURITY NATIONAL BANK OF SO DAK 111.69%1.69%1.69%Q1 2015Q1 20151
United Community Bank 110.11%0.11%0.11%Q3 2023Q3 20231
GUNN & Co INVESTMENT MANAGEMENT, INC. 111.81%1.81%1.81%Q3 2023Q3 20231
ALLSTATE INVESTMENT MANAGEMENT CO 110.13%0.13%0.13%Q4 2022Q4 20221
NEOS Investment Management LLC 110.13%0.13%0.13%Q3 2023Q3 20231
Allen Mooney & Barnes Investment Advisors LLC 110.06%0.06%0.06%Q3 2023Q3 20231
Sather Financial Group Inc 110.02%0.02%0.02%Q3 2021Q3 20211
Lourd Capital, LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Nine Chapters Capital Management LLC 110.03%0.03%0.03%Q1 2015Q1 20151
Diag Capital Management, LP 113.76%3.76%3.76%Q4 2018Q4 20181
JAMISON PRIVATE WEALTH MANAGEMENT, INC. 110.11%0.11%0.11%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Spectrum Financial Alliance Ltd LLC 110.00%0.00%0.00%Q1 2018Q1 20181
MONROE BANK & TRUST/MI 110.00%0.00%0.00%Q4 2017Q4 20171
MFA WEALTH ADVISORS, LLC 110.01%0.01%0.01%Q2 2020Q2 20201
Braver Wealth Management, LLC 110.03%0.03%0.03%Q1 2016Q1 20161
Legacy Financial Group LLC 110.00%0.00%0.00%Q3 2023Q3 20231
OLD POINT TRUST & FINANCIAL SERVICES N A 110.01%0.01%0.01%Q2 2023Q2 20231
EDMOND DE ROTHSCHILD (MONACO) 110.07%0.07%0.07%Q3 2016Q3 20161
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Next Capital Management LLC 110.01%0.01%0.01%Q2 2019Q2 20191
Bridgeworth, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
CAPITAL ONE FINANCIAL CORP 110.03%0.03%0.03%Q3 2021Q3 20211
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 110.04%0.04%0.04%Q4 2017Q4 20171
CATALYST PRIVATE WEALTH, LLC 110.03%0.03%0.03%Q3 2020Q3 20201
Symmetry Investments LP 110.13%0.13%0.13%Q2 2023Q2 20231
NEXT Financial Holdings 110.04%0.04%0.04%Q1 2019Q1 20191
Visionary Asset Management, Inc. 110.08%0.08%0.08%Q4 2018Q4 20181
GREATMARK INVESTMENT PARTNERS, INC. 111.77%1.77%1.77%Q1 2015Q1 20151
Waratah Capital Advisors Ltd. 111.32%1.32%1.32%Q3 2018Q3 20181
qPULA Trading Management LP 110.72%0.72%0.72%Q2 2021Q2 20211
OPTIONS SOLUTIONS, LLC 110.10%0.10%0.10%Q2 2023Q2 20231
Telemetry Investments, L.L.C. 110.45%0.45%0.45%Q3 2018Q3 20181
Crabel Capital Management, LLC 110.26%0.26%0.26%Q3 2019Q3 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.05%0.05%0.05%Q3 2022Q3 20221
Crestline Management, LP 110.20%0.20%0.20%Q3 2016Q3 20161
Asset Planning Services, Ltd. 110.03%0.03%0.03%Q3 2017Q3 20171
CXI Advisors 110.01%0.01%0.01%Q4 2019Q4 20191
Copernicus Capital Management, LLC 114.55%4.55%4.55%Q3 2021Q3 20211
GENERAL AMERICAN INVESTORS CO INC 110.49%0.49%0.49%Q3 2023Q3 20231
MIZUHO MARKETS AMERICAS LLC 110.38%0.38%0.38%Q3 2023Q3 20231
McAdam, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Ground Swell Capital, LLC 110.62%0.62%0.62%Q1 2022Q1 20221
Longer Investments Inc. 111.99%1.99%1.99%Q4 2015Q4 20151
COWEN AND COMPANY, LLC 110.80%0.80%0.80%Q3 2019Q3 20191
Zweig-DiMenna Associates LLC 113.59%3.59%3.59%Q1 2015Q1 20151
XR Securities LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Heartwood Wealth Advisors LLC 110.05%0.05%0.05%Q1 2022Q1 20221
STONEBRIDGE CAPITAL MANAGEMENT INC 110.64%0.64%0.64%Q1 2015Q1 20151
Good Harbor Financial, LLC 110.03%0.03%0.03%Q3 2015Q3 20151
Blue Granite Capital, LLC 110.39%0.39%0.39%Q3 2017Q3 20171
Mizuho Securities Co. Ltd. 110.01%0.01%0.01%Q4 2018Q4 20181
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.16%0.16%0.16%Q4 2021Q4 20211
MARSHALL WACE ASIA Ltd 112.20%2.20%2.20%Q3 2021Q3 20211
SCOGGIN MANAGEMENT LP 112.82%2.82%2.82%Q4 2015Q4 20151
MIZUHO SECURITIES USA LLC 110.02%0.02%0.02%Q2 2020Q2 20201
GUARDIAN CAPITAL ADVISORS LP 110.06%0.06%0.06%Q2 2023Q2 20231
Mizuho Trust & Banking Co., Ltd. 110.16%0.16%0.16%Q1 2015Q1 20151
New Capital Management LP 110.01%0.01%0.01%Q4 2020Q4 20201
Oak Thistle LLC 110.75%0.75%0.75%Q4 2021Q4 20211
Bellwether Advisors, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Broadfin Capital, LLC 110.59%0.59%0.59%Q4 2016Q4 20161
Eversept Partners, LP 111.16%1.16%1.16%Q3 2018Q3 20181
SG Capital Management LLC 111.12%1.12%1.12%Q4 2018Q4 20181
THREADGILL FINANCIAL, LLC 110.70%0.70%0.70%Q4 2022Q4 20221
Portland Global Advisors LLC 110.14%0.14%0.14%Q1 2015Q1 20151
Flaharty Asset Management, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
SIMMONS FIRST TRUST CO NA 110.04%0.04%0.04%Q4 2015Q4 20151
PIPER SANDLER & CO. 110.01%0.01%0.01%Q4 2017Q4 20171
NEW VERNON INVESTMENT MANAGEMENT LLC 110.51%0.51%0.51%Q3 2023Q3 20231
Pinnacle Wealth Advisors 110.44%0.44%0.44%Q2 2021Q2 20211
STERNE AGEE GROUP, INC. 110.55%0.55%0.55%Q1 2015Q1 20151
GUARDIAN INVESTOR SERVICES LLC 110.61%0.61%0.61%Q1 2015Q1 20151
Bank of Kentucky, Inc. 110.02%0.02%0.02%Q1 2015Q1 20151
BLUE SQUARE ASSET MANAGEMENT, LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Donoghue Forlines LLC 110.34%0.34%0.34%Q3 2019Q3 20191
ArchPoint Investors 110.06%0.06%0.06%Q3 2021Q3 20211
Gyrus Investment Management Inc. 111.69%1.69%1.69%Q1 2015Q1 20151
Reitz Capital Advisors LLC 110.02%0.02%0.02%Q2 2020Q2 20201
CAMDEN NATIONAL CORP 111.41%1.41%1.41%Q1 2021Q1 20211
361 CAPITAL LLC 110.52%0.52%0.52%Q4 2015Q4 20151
U S GLOBAL INVESTORS INC 110.09%0.09%0.09%Q2 2015Q2 20151
HNP Capital LLC 110.50%0.50%0.50%Q1 2020Q1 20201
Manatuck Hill Partners, LLC 110.42%0.42%0.42%Q2 2023Q2 20231
STRATTON MANAGEMENT CO 110.01%0.01%0.01%Q1 2015Q1 20151
Hunter Perkins Capital Management, LLC 110.08%0.08%0.08%Q4 2020Q4 20201
Noked Capital LTD 110.42%0.42%0.42%Q4 2019Q4 20191
First Allied Asset Management, Inc. 110.27%0.27%0.27%Q1 2015Q1 20151
Noked Israel Ltd 110.42%0.42%0.42%Q4 2019Q4 20191
FIRST FINANCIAL EQUITY CORPORATION 110.10%0.10%0.10%Q1 2017Q1 20171
New World Advisors LLC 110.16%0.16%0.16%Q2 2021Q2 20211
Peak Capital Management LLC 110.01%0.01%0.01%Q2 2018Q2 20181
EWG Elevate Inc. 110.03%0.03%0.03%Q4 2022Q4 20221
SPRING CREEK CAPITAL LLC 110.04%0.04%0.04%Q2 2018Q2 20181
Prana Capital Management, LP 110.02%0.02%0.02%Q4 2022Q4 20221
Crescent Grove Advisors, LLC 110.03%0.03%0.03%Q1 2022Q1 20221
Legato Capital Management LLC 110.16%0.16%0.16%Q2 2021Q2 20211
FIRST NATIONAL BANK SIOUX FALLS 110.04%0.04%0.04%Q3 2016Q3 20161
NBC SECURITIES, INC. 110.34%0.34%0.34%Q3 2023Q3 20231
CQS Cayman LP 110.02%0.02%0.02%Q2 2015Q2 20151
Haafor (Singapore) Pte. Ltd. 110.36%0.36%0.36%Q1 2020Q1 20201
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q2 2018Q2 20181
Ninepoint Partners LP 110.82%0.82%0.82%Q3 2019Q3 20191
TFS CAPITAL LLC 110.09%0.09%0.09%Q2 2017Q2 20171
GFS Advisors, LLC 110.08%0.08%0.08%Q1 2016Q1 20161
CATAPULT CAPITAL MANAGEMENT LLC 110.62%0.62%0.62%Q1 2015Q1 20151
Joseph P. Lucia & Associates, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
XTX MARKETS LLC 111.49%1.49%1.49%Q1 2020Q1 20201
ACUITY INVESTMENT MANAGEMENT INC 110.61%0.61%0.61%Q1 2015Q1 20151
Parplus Partners 110.16%0.16%0.16%Q4 2019Q4 20191
HOWARD HUGHES MEDICAL INSTITUTE 110.06%0.06%0.06%Q1 2015Q1 20151
MPS Loria Financial Planners, LLC 110.06%0.06%0.06%Q2 2017Q2 20171
BAIRD ROBERT W & CO INC /WI/ 110.10%0.10%0.10%Q1 2015Q1 20151
Redwood Investment Management, LLC 110.24%0.24%0.24%Q4 2022Q4 20221
Sand Hill Global Advisors, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
HERON FINANCIAL GROUP, LLC 110.12%0.12%0.12%Q1 2022Q1 20221
Virginia National Bank 110.16%0.16%0.16%Q3 2019Q3 20191
FNY Managed Accounts LLC 110.30%0.30%0.30%Q4 2017Q4 20171
External links

This page lists all the filers that currently own MEDTRONIC PLC or have owned MEDTRONIC PLC in the past.