CHUBB LIMITED shareholder history

Current and past CHUBB LIMITED shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
Citadel Advisors 31310.00%0.01%0.10%Q1 2016Q3 202387
SUSQUEHANNA INTERNATIONAL GROUP, LLP 31310.00%0.01%0.02%Q1 2016Q3 202386
CITIGROUP INC 31310.00%0.02%0.11%Q1 2016Q3 202384
Cutler Group LLC / CA 31310.00%0.01%0.08%Q1 2016Q3 202378
BNP PARIBAS FINANCIAL MARKETS 31310.00%0.03%0.21%Q1 2016Q3 202374
Walleye Trading LLC 31310.00%0.01%0.04%Q1 2016Q3 202374
BARCLAYS PLC 31310.00%0.05%0.23%Q1 2016Q3 202370
UBS Group AG 31310.00%0.08%0.26%Q1 2016Q3 202368
WOLVERINE TRADING, LLC 1130.00%0.01%0.06%Q2 2016Q3 202367
GOLDMAN SACHS GROUP INC 31310.00%0.04%0.13%Q1 2016Q3 202366
Parallax Volatility Advisers, L.P. 2910.00%0.01%0.04%Q1 2016Q3 202365
JANE STREET GROUP, LLC 2820.00%0.00%0.02%Q1 2016Q3 202364
HSBC HOLDINGS PLC 31310.00%0.04%0.18%Q1 2016Q3 202362
CAPSTONE INVESTMENT ADVISORS, LLC 2210.00%0.02%0.10%Q4 2016Q3 202361
RAYMOND JAMES & ASSOCIATES 31310.00%0.19%0.54%Q1 2016Q3 202359
MILLENNIUM MANAGEMENT LLC 31310.00%0.03%0.14%Q1 2016Q3 202354
TWO SIGMA INVESTMENTS, LP 1510.00%0.03%0.44%Q1 2016Q3 202350
M&T BANK CORP 31310.00%0.11%0.33%Q1 2016Q3 202346
D. E. Shaw & Co., Inc. 31310.00%0.02%0.10%Q1 2016Q3 202343
BANK OF AMERICA CORP /DE/ 31310.00%0.15%0.41%Q1 2016Q3 202343
TWO SIGMA SECURITIES, LLC 710.00%0.03%0.26%Q3 2016Q3 202341
CAPITAL FUND MANAGEMENT S.A. 840.00%0.02%0.10%Q1 2017Q3 202340
Cubist Systematic Strategies, LLC 1850.00%0.08%0.46%Q1 2016Q3 202338
WELLS FARGO & COMPANY/MN 31310.00%0.21%0.38%Q1 2016Q3 202336
BEACH INVESTMENT COUNSEL INC/PA 33330.05%0.41%1.97%Q4 2015Q4 202333
Creative Planning 31310.00%0.01%0.05%Q1 2016Q3 202333
Versant Capital Management, Inc 33330.00%0.01%0.03%Q4 2015Q4 202333
M&R CAPITAL MANAGEMENT INC 33330.06%0.10%0.13%Q4 2015Q4 202333
APPLETON PARTNERS INC/MA 33330.02%0.13%0.33%Q4 2015Q4 202333
GUYASUTA INVESTMENT ADVISORS INC 32320.04%0.06%0.11%Q4 2015Q3 202332
South Dakota Investment Council 32320.06%0.09%0.16%Q4 2015Q3 202332
NATIXIS ADVISORS, L.P. 32320.20%0.29%0.36%Q4 2015Q3 202332
SECURIAN ASSET MANAGEMENT, INC 32320.11%0.16%0.21%Q4 2015Q3 202332
AR ASSET MANAGEMENT INC 32320.62%0.79%0.93%Q4 2015Q3 202332
CACTI ASSET MANAGEMENT LLC 32320.71%3.90%5.65%Q1 2016Q4 202332
Douglass Winthrop Advisors, LLC 32320.04%0.14%0.34%Q4 2015Q3 202332
DEUTSCHE BANK AG\ 31310.00%0.19%0.41%Q1 2016Q3 202332
AVIVA PLC 32320.06%0.15%0.25%Q4 2015Q3 202332
OPTIMUM INVESTMENT ADVISORS 32320.22%0.44%0.60%Q1 2016Q4 202332
CIBC Private Wealth Group, LLC 31310.00%0.06%0.12%Q1 2016Q3 202332
Nuveen Asset Management, LLC 31310.00%0.16%0.43%Q1 2016Q3 202332
CREDIT SUISSE AG/ 31310.04%0.10%0.19%Q1 2016Q3 202332
GUGGENHEIM CAPITAL LLC 31310.05%0.15%0.20%Q1 2016Q3 202332
Anchor Investment Management, LLC 32320.00%0.01%0.04%Q1 2016Q4 202332
ZEVIN ASSET MANAGEMENT LLC 32320.19%1.06%2.31%Q4 2015Q3 202332
PANAGORA ASSET MANAGEMENT INC 32320.01%0.08%0.46%Q4 2015Q3 202332
FULTON BANK, N.A. 32320.08%0.12%0.20%Q1 2016Q4 202332
MONETARY MANAGEMENT GROUP INC 32320.04%0.13%0.39%Q4 2015Q3 202332
NEVILLE RODIE & SHAW INC 32320.11%0.33%0.87%Q1 2016Q4 202332
WILKINS INVESTMENT COUNSEL INC 32322.10%2.64%4.17%Q4 2015Q3 202332
STATE STREET CORP 32320.17%0.23%0.28%Q4 2015Q3 202332
WOODSTOCK CORP 32320.48%0.59%0.80%Q1 2016Q4 202332
Moors & Cabot, Inc. 31310.00%0.12%0.18%Q1 2016Q3 202332
Cornerstone Investment Partners, LLC 32322.84%3.58%4.44%Q4 2015Q3 202332
CREDIT AGRICOLE S A 31310.00%0.08%0.60%Q1 2016Q3 202332
RHUMBLINE ADVISERS 32320.14%0.20%0.28%Q4 2015Q3 202332
Parkside Financial Bank & Trust 32320.03%0.15%0.19%Q4 2015Q3 202332
PARK NATIONAL CORP /OH/ 32320.20%0.73%1.37%Q1 2016Q4 202332
UBS ASSET MANAGEMENT AMERICAS INC 32320.01%0.22%0.36%Q4 2015Q3 202332
EARNEST PARTNERS LLC 32320.00%0.04%0.20%Q4 2015Q3 202332
BLAIR WILLIAM & CO/IL 32320.02%0.05%0.12%Q4 2015Q3 202332
Somerset Trust Co 32320.95%1.15%1.46%Q1 2016Q4 202332
NEW MEXICO EDUCATIONAL RETIREMENT BOARD 32320.10%0.22%0.32%Q4 2015Q3 202332
Tufton Capital Management 31310.58%1.12%1.94%Q1 2016Q3 202331
NOMURA ASSET MANAGEMENT CO LTD 31310.11%0.15%0.23%Q1 2016Q3 202331
Ameritas Investment Partners, Inc. 31310.07%0.09%0.11%Q1 2016Q3 202331
TD ASSET MANAGEMENT INC 31310.03%0.14%0.26%Q1 2016Q3 202331
FEDERATED HERMES, INC. 31310.00%0.09%0.24%Q1 2016Q3 202331
Arizona State Retirement System 31310.16%0.22%0.31%Q1 2016Q3 202331
Nepsis Inc. 31313.48%4.15%5.28%Q1 2016Q3 202331
State of Tennessee, Treasury Department 31310.05%0.15%0.24%Q1 2016Q3 202331
Carnegie Capital Asset Management, LLC 31310.08%0.25%0.49%Q1 2016Q3 202331
MANUFACTURERS LIFE INSURANCE COMPANY, THE 31310.08%0.20%0.35%Q1 2016Q3 202331
First Horizon Advisors, Inc. 31310.00%0.07%0.31%Q1 2016Q3 202331
PATHSTONE FAMILY OFFICE, LLC 31310.01%0.07%0.30%Q1 2016Q3 202331
BANK OF MONTREAL /CAN/ 2820.00%0.06%0.09%Q1 2016Q3 202331
Oakworth Capital, Inc. 31310.01%0.03%0.06%Q1 2016Q3 202331
TELEMUS CAPITAL, LLC 31310.31%0.51%0.78%Q1 2016Q3 202331
HEADINVEST, LLC 31310.07%0.17%0.29%Q1 2016Q3 202331
Mariner, LLC 31310.03%0.13%0.35%Q1 2016Q3 202331
Utah Retirement Systems 31310.17%0.23%0.30%Q1 2016Q3 202331
Ballentine Partners, LLC 31310.02%0.04%0.06%Q1 2016Q3 202331
PUBLIC SECTOR PENSION INVESTMENT BOARD 31310.02%0.09%0.21%Q1 2016Q3 202331
LORD, ABBETT & CO. LLC 31310.15%0.50%1.03%Q1 2016Q3 202331
FIRST MANHATTAN CO. LLC. 31310.03%0.21%0.40%Q1 2016Q3 202331
Callahan Advisors, LLC 31311.42%1.82%2.48%Q1 2016Q3 202331
CHARTWELL INVESTMENT PARTNERS, LLC 31310.10%0.24%0.73%Q1 2016Q3 202331
CITY HOLDING CO 31310.01%0.02%0.04%Q1 2016Q3 202331
Hanson & Doremus Investment Management 31310.02%0.05%0.37%Q1 2016Q3 202331
Compagnie Lombard Odier SCmA 31310.05%0.46%1.04%Q1 2016Q3 202331
Dorsey & Whitney Trust CO LLC 31310.04%0.08%0.13%Q1 2016Q3 202331
Boston Partners 31310.55%0.91%1.34%Q1 2016Q3 202331
Bank of New York Mellon Corp 31310.11%0.18%0.27%Q1 2016Q3 202331
FIRST FINANCIAL CORP /IN/ 31310.05%0.12%0.81%Q1 2016Q3 202331
Marble Harbor Investment Counsel, LLC 31310.23%0.30%0.39%Q1 2016Q3 202331
West Oak Capital, LLC 31310.13%0.22%0.43%Q1 2016Q3 202331
FIRST MERCHANTS CORP 31310.33%0.71%1.07%Q1 2016Q3 202331
PNC FINANCIAL SERVICES GROUP, INC. 31310.09%0.16%0.31%Q1 2016Q3 202331
MARK SHEPTOFF FINANCIAL PLANNING, LLC 31310.03%0.04%0.07%Q1 2016Q3 202331
Rafferty Asset Management, LLC 31310.08%0.24%0.44%Q1 2016Q3 202331
Caprock Group, LLC 31310.06%0.11%0.17%Q1 2016Q3 202331
BLB&B Advisors, LLC 31310.02%0.20%0.50%Q1 2016Q3 202331
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND 31310.17%0.26%0.35%Q1 2016Q3 202331
Allianz Asset Management GmbH 31310.00%0.05%0.25%Q1 2016Q3 202331
SYNOVUS FINANCIAL CORP 31310.02%0.04%0.08%Q1 2016Q3 202331
Boston Trust Walden Corp 31310.37%0.67%1.00%Q1 2016Q3 202331
CSU Producer Resources, Inc. 31311.63%2.75%3.49%Q1 2016Q3 202331
Cetera Advisor Networks LLC 31310.01%0.03%0.05%Q1 2016Q3 202331
CIBC Asset Management Inc 31310.02%0.03%0.05%Q1 2016Q3 202331
MONARCH CAPITAL MANAGEMENT INC/ 31310.28%0.38%0.50%Q1 2016Q3 202331
Mirae Asset Global Investments Co., Ltd. 31310.01%0.07%0.23%Q1 2016Q3 202331
VANGUARD GROUP INC 31310.14%0.20%0.25%Q1 2016Q3 202331
TORRAY INVESTMENT PARTNERS LLC 31310.48%1.75%2.56%Q1 2016Q3 202331
FUKOKU MUTUAL LIFE INSURANCE Co 31310.02%0.05%0.12%Q1 2016Q3 202331
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 31310.16%0.23%0.28%Q1 2016Q3 202331
ROYAL BANK OF CANADA 31310.04%0.06%0.09%Q1 2016Q3 202331
ARMSTRONG SHAW ASSOCIATES INC/CT 31311.88%2.59%3.66%Q1 2016Q3 202331
SUMITOMO LIFE INSURANCE CO 31310.04%0.23%0.49%Q1 2016Q3 202331
PITTENGER & ANDERSON INC 31310.34%0.65%0.89%Q1 2016Q3 202331
HOMESTEAD ADVISERS CORP 31311.31%1.89%2.81%Q1 2016Q3 202331
DAVIS SELECTED ADVISERS 31310.82%1.41%2.31%Q1 2016Q3 202331
Prospera Financial Services Inc 31310.05%0.11%0.30%Q1 2016Q3 202331
VICTORY CAPITAL MANAGEMENT INC 31310.00%0.03%0.09%Q1 2016Q3 202331
MAI Capital Management 31310.33%0.56%1.06%Q1 2016Q3 202331
FAYEZ SAROFIM & CO 31310.70%1.47%2.05%Q1 2016Q3 202331
BNP Paribas Asset Management Holding S.A. 31310.01%0.14%0.28%Q1 2016Q3 202331
NISA INVESTMENT ADVISORS, LLC 31310.10%0.18%0.23%Q1 2016Q3 202331
ATWOOD & PALMER INC 31310.00%0.00%0.01%Q1 2016Q3 202331
GREAT WEST LIFE ASSURANCE CO /CAN/ 31310.00%0.10%0.21%Q1 2016Q3 202331
ONTARIO TEACHERS PENSION PLAN BOARD 31310.01%1.65%6.25%Q1 2016Q3 202331
NAPLES GLOBAL ADVISORS, LLC 31310.15%0.22%0.35%Q1 2016Q3 202331
Swiss National Bank 31310.18%0.25%0.32%Q1 2016Q3 202331
Kentucky Retirement Systems 31310.19%0.26%0.33%Q1 2016Q3 202331
LSV ASSET MANAGEMENT 31310.00%0.01%0.03%Q1 2016Q3 202331
PEAPACK GLADSTONE FINANCIAL CORP 31310.04%0.14%0.38%Q1 2016Q3 202331
FineMark National Bank & Trust 31310.01%0.03%0.07%Q1 2016Q3 202331
Perkins Coie Trust Co 31310.89%1.13%1.32%Q1 2016Q3 202331
Capital Investment Advisors, LLC 18130.01%0.02%0.10%Q1 2016Q4 202331
BESSEMER GROUP INC 31310.01%0.50%1.10%Q1 2016Q3 202331
Kentucky Retirement Systems Insurance Trust Fund 31310.19%0.26%0.34%Q1 2016Q3 202331
SHELTON CAPITAL MANAGEMENT 31310.02%0.03%0.06%Q1 2016Q3 202331
Savant Capital, LLC 31310.01%0.05%0.11%Q1 2016Q3 202331
Evercore Wealth Management, LLC 31311.22%1.83%2.49%Q1 2016Q3 202331
Bollard Group LLC 31310.01%0.01%0.02%Q1 2016Q3 202331
WELLINGTON MANAGEMENT GROUP LLP 31310.62%0.89%1.14%Q1 2016Q3 202331
CINCINNATI FINANCIAL CORP 31311.09%1.52%2.01%Q1 2016Q3 202331
EVERETT HARRIS & CO /CA/ 31310.01%0.02%0.05%Q1 2016Q3 202331
Daiwa Securities Group Inc. 31310.00%0.03%0.06%Q1 2016Q3 202331
AXA S.A. 31310.03%0.06%0.19%Q1 2016Q3 202331
LOWE BROCKENBROUGH & CO INC 31310.48%0.57%0.66%Q1 2016Q3 202331
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC 31310.01%0.04%0.11%Q1 2016Q3 202331
MORGAN STANLEY 31310.04%0.11%0.20%Q1 2016Q3 202331
MASSMUTUAL TRUST CO FSB/ADV 2920.01%0.37%0.73%Q1 2016Q4 202331
COOKE & BIELER LP 31311.08%1.51%2.29%Q1 2016Q3 202331
WEBSTER BANK, N. A. 31310.08%0.34%0.62%Q1 2016Q3 202331
DELTA CAPITAL MANAGEMENT LLC 31310.80%1.90%2.37%Q1 2016Q3 202331
OREGON PUBLIC EMPLOYEES RETIREMENT FUND 31310.06%0.12%0.24%Q1 2016Q3 202331
KCM INVESTMENT ADVISORS LLC 31310.04%0.11%0.20%Q1 2016Q3 202331
ALLIANCEBERNSTEIN L.P. 31310.04%0.08%0.23%Q1 2016Q3 202331
DAVIS R M INC 31311.00%1.28%1.62%Q1 2016Q3 202331
SENTRY INVESTMENT MANAGEMENT LLC 31310.18%0.23%0.29%Q1 2016Q3 202331
Tredje AP-fonden 31310.11%0.26%0.42%Q1 2016Q3 202331
GATEWAY INVESTMENT ADVISERS LLC 31310.01%0.02%0.05%Q1 2016Q3 202331
PINNACLE FINANCIAL PARTNERS INC 31310.03%0.19%0.57%Q1 2016Q3 202331
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 31310.10%0.16%0.22%Q1 2016Q3 202331
PEDDOCK CAPITAL ADVISORS, LLC 31310.13%0.17%0.21%Q1 2016Q3 202331
Harfst & Associates, Inc. 31310.11%0.31%1.08%Q1 2016Q3 202331
Mitsubishi UFJ Asset Management Co., Ltd. 31310.16%0.20%0.26%Q1 2016Q3 202331
Baird Financial Group, Inc. 31310.01%0.06%0.18%Q1 2016Q3 202331
FIRST TRUST ADVISORS LP 31310.04%0.09%0.12%Q1 2016Q3 202331
PRINCIPAL FINANCIAL GROUP INC 31310.11%0.21%0.32%Q1 2016Q3 202331
BROWN BROTHERS HARRIMAN & CO 31310.00%0.01%0.12%Q1 2016Q3 202331
KARPAS STRATEGIES, LLC 31310.83%0.98%1.13%Q1 2016Q3 202331
TOMPKINS FINANCIAL CORP 21100.01%0.06%0.17%Q1 2016Q4 202331
Neuberger Berman Group LLC 31310.12%0.28%0.48%Q1 2016Q3 202331
Fiduciary Group LLC 31310.03%0.10%0.22%Q1 2016Q3 202331
DUPONT CAPITAL MANAGEMENT CORP 31310.01%0.15%1.13%Q1 2016Q3 202331
PROFUND ADVISORS LLC 31310.03%0.06%0.09%Q1 2016Q3 202331
Ipswich Investment Management Co., Inc. 31310.73%1.35%2.22%Q1 2016Q3 202331
UNITED CAPITAL FINANCIAL ADVISORS, LLC 31310.04%0.10%0.16%Q1 2016Q3 202331
NORTHSTAR ASSET MANAGEMENT LLC 31310.12%0.30%0.57%Q1 2016Q3 202331
Raymond James Financial Services Advisors, Inc. 31310.23%0.37%0.54%Q1 2016Q3 202331
HighTower Advisors, LLC 31310.04%0.06%0.08%Q1 2016Q3 202331
WOODMONT INVESTMENT COUNSEL LLC 31310.19%0.30%0.61%Q1 2016Q3 202331
TRUST CO OF VERMONT 31310.28%0.41%0.54%Q1 2016Q3 202331
Mitsubishi UFJ Trust & Banking Corp 31310.10%0.18%0.28%Q1 2016Q3 202331
Chevy Chase Trust Holdings, LLC 31310.16%0.22%0.29%Q1 2016Q3 202331
GLENMEDE TRUST CO NA 31310.27%0.43%0.62%Q1 2016Q3 202331
PRUDENTIAL FINANCIAL INC 31310.05%0.16%0.33%Q1 2016Q3 202331
WHITTIER TRUST CO 31310.04%0.08%0.14%Q1 2016Q3 202331
River Wealth Advisors LLC 31310.37%0.78%1.26%Q1 2016Q3 202331
Louisiana State Employees Retirement System 31310.11%0.16%0.21%Q1 2016Q3 202331
WEDBUSH SECURITIES INC 31310.04%0.09%0.16%Q1 2016Q3 202331
IFP Advisors, Inc 17140.00%0.02%0.03%Q4 2015Q3 202331
ROPES WEALTH ADVISORS LLC 31310.23%0.54%0.91%Q1 2016Q3 202331
Sandy Spring Bank 31310.01%0.02%0.06%Q1 2016Q3 202331
Checchi Capital Advisers, LLC 31310.04%0.06%0.08%Q1 2016Q3 202331
SIGNATUREFD, LLC 31310.01%0.05%0.20%Q1 2016Q3 202331
GREENLEAF TRUST 31310.03%0.14%0.52%Q1 2016Q3 202331
LS Investment Advisors, LLC 31310.03%0.70%2.62%Q1 2016Q3 202331
FOSTER & MOTLEY INC 31310.08%0.43%1.00%Q1 2016Q3 202331
KANAWHA CAPITAL MANAGEMENT LLC 31310.61%0.83%1.10%Q1 2016Q3 202331
Chesley Taft & Associates LLC 31310.03%0.12%0.20%Q1 2016Q3 202331
ADAGE CAPITAL PARTNERS GP, L.L.C. 31310.11%0.22%0.38%Q1 2016Q3 202331
NEW YORK STATE TEACHERS RETIREMENT SYSTEM 31310.16%0.23%0.28%Q1 2016Q3 202331
THRIVENT FINANCIAL FOR LUTHERANS 31310.13%0.23%0.37%Q1 2016Q3 202331
ALTRINSIC GLOBAL ADVISORS LLC 31316.81%9.40%11.75%Q1 2016Q3 202331
AQR Capital Management 31310.05%0.16%0.32%Q1 2016Q3 202331
PITCAIRN CO 31310.02%0.04%0.06%Q1 2016Q3 202331
FMR LLC 31310.08%0.27%0.55%Q1 2016Q3 202331
KLINGENSTEIN FIELDS & CO LP 31310.35%0.69%1.28%Q1 2016Q3 202331
BANK OF HAWAII 31310.02%0.07%0.13%Q1 2016Q3 202331
STATE OF WISCONSIN INVESTMENT BOARD 31310.16%0.27%0.38%Q1 2016Q3 202331
LAZARD ASSET MANAGEMENT LLC 31310.00%0.01%0.16%Q1 2016Q3 202331
COUNTRY TRUST BANK 2740.65%1.07%1.36%Q1 2016Q4 202331
GEODE CAPITAL MANAGEMENT, LLC 31310.15%0.21%0.26%Q1 2016Q3 202331
SOMERVILLE KURT F 31310.10%1.62%3.00%Q1 2016Q3 202331
JUPITER ASSET MANAGEMENT LTD 31310.01%0.56%1.85%Q1 2016Q3 202331
Smithfield Trust Co 31310.01%0.03%0.08%Q1 2016Q3 202331
TEXAS PERMANENT SCHOOL FUND CORP 31310.13%0.19%0.26%Q1 2016Q3 202331
BENJAMIN F. EDWARDS & COMPANY, INC. 31310.01%0.06%0.10%Q1 2016Q3 202331
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 31310.07%0.17%0.35%Q1 2016Q3 202331
Wunderlich Capital Managemnt 31310.94%1.29%1.70%Q1 2016Q3 202331
FDx Advisors, Inc. 31310.09%0.15%0.21%Q1 2016Q3 202331
MCRAE CAPITAL MANAGEMENT INC 31310.20%0.31%0.41%Q1 2016Q3 202331
CONFLUENCE INVESTMENT MANAGEMENT LLC 31311.49%1.90%2.30%Q1 2016Q3 202331
Tributary Capital Management, LLC 31310.03%0.06%0.11%Q1 2016Q3 202331
Haverford Trust Co 31310.02%0.03%0.06%Q1 2016Q3 202331
WHITTIER TRUST CO OF NEVADA INC 31310.04%0.06%0.14%Q1 2016Q3 202331
Hilltop Holdings Inc. 31310.04%0.11%0.21%Q1 2016Q3 202331
CRAWFORD INVESTMENT COUNSEL INC 31311.11%1.37%1.77%Q1 2016Q3 202331
Korea Investment CORP 31310.08%0.21%0.36%Q1 2016Q3 202331
JANUS HENDERSON GROUP PLC 31310.01%0.03%0.09%Q1 2016Q3 202331
OAK ASSOCIATES LTD /OH/ 31311.02%1.39%2.04%Q1 2016Q3 202331
ST GERMAIN D J CO INC 2830.06%0.95%1.72%Q1 2016Q4 202331
FIRST NATIONAL TRUST CO 31310.11%0.29%0.49%Q1 2016Q3 202331
PRIVATE TRUST CO NA 31310.09%0.19%0.28%Q1 2016Q3 202331
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 31310.08%0.85%2.15%Q1 2016Q3 202331
MONTAG A & ASSOCIATES INC 31310.03%0.13%0.54%Q1 2016Q3 202331
Laird Norton Wetherby Wealth Management, LLC 31310.06%0.14%0.23%Q1 2016Q3 202331
CINCINNATI INSURANCE CO 31311.16%1.54%1.78%Q1 2016Q3 202331
CINCINNATI INDEMNITY CO 31315.64%7.56%8.84%Q1 2016Q3 202331
Bristlecone Advisors, LLC 31310.28%0.47%0.72%Q1 2016Q3 202331
Joel Isaacson & Co., LLC 31310.02%0.05%0.20%Q1 2016Q3 202331
REGIONS FINANCIAL CORP 31310.63%0.84%1.04%Q1 2016Q3 202331
CANADA PENSION PLAN INVESTMENT BOARD 31310.02%0.10%0.27%Q1 2016Q3 202331
APG Asset Management N.V. 31310.01%0.14%0.45%Q1 2016Q3 202331
SEI INVESTMENTS CO 31310.08%0.11%0.17%Q1 2016Q3 202331
OPPENHEIMER & CO INC 31310.11%0.20%0.34%Q1 2016Q3 202331
DIMENSIONAL FUND ADVISORS LP 31310.10%0.12%0.14%Q1 2016Q3 202331
American Trust Investment Advisors, LLC 31310.29%0.57%0.85%Q1 2016Q3 202331
FIDUCIARY TRUST CO 31310.13%0.30%0.68%Q1 2016Q3 202331
Advisors Asset Management, Inc. 31310.00%0.14%0.28%Q1 2016Q3 202331
STRS OHIO 31310.18%0.26%0.33%Q1 2016Q3 202331
AMERIPRISE FINANCIAL INC 31310.17%0.25%0.39%Q1 2016Q3 202331
Rock Point Advisors, LLC 31311.74%3.62%6.35%Q1 2016Q3 202331
Tortoise Investment Management, LLC 31310.00%0.01%0.02%Q1 2016Q3 202331
FIFTH THIRD BANCORP 31310.10%0.19%0.31%Q1 2016Q3 202331
ANCHOR CAPITAL ADVISORS LLC 31310.46%0.61%0.92%Q1 2016Q3 202331
1ST SOURCE BANK 31310.02%0.03%0.04%Q1 2016Q3 202331
Lincoln Capital LLC 31310.34%0.47%0.67%Q1 2016Q3 202331
Private Advisor Group, LLC 31310.01%0.03%0.07%Q1 2016Q3 202331
MERIDIAN INVESTMENT COUNSEL INC. 31310.50%0.74%0.93%Q1 2016Q3 202331
GRANDFIELD & DODD, LLC 31310.16%1.24%2.42%Q1 2016Q3 202331
NEW YORK STATE COMMON RETIREMENT FUND 31310.15%0.23%0.30%Q1 2016Q3 202331
US BANCORP \DE\ 31310.23%0.35%0.44%Q1 2016Q3 202331
Willis Investment Counsel 31310.60%1.64%2.60%Q1 2016Q3 202331
SG Americas Securities, LLC 31310.01%0.06%0.22%Q1 2016Q3 202331
FIRST NATIONAL BANK OF OMAHA 31310.28%0.39%0.54%Q1 2016Q3 202331
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 31310.05%0.18%0.39%Q1 2016Q3 202331
FRANKLIN RESOURCES INC 31310.02%0.22%0.62%Q1 2016Q3 202331
MV CAPITAL MANAGEMENT, INC. 31310.09%0.20%0.41%Q1 2016Q3 202331
Essex Financial Services, Inc. 31310.08%0.26%0.56%Q1 2016Q3 202331
Patten Group, Inc. 31310.37%0.85%1.18%Q1 2016Q3 202331
Calamos Advisors LLC 31310.03%0.14%0.25%Q1 2016Q3 202331
PRICE T ROWE ASSOCIATES INC /MD/ 31310.07%0.41%0.87%Q1 2016Q3 202331
Polaris Capital Management, LLC 31310.86%1.65%2.24%Q1 2016Q3 202331
CONNING INC. 31310.02%0.04%0.12%Q1 2016Q3 202331
TEACHER RETIREMENT SYSTEM OF TEXAS 31310.00%0.15%0.50%Q1 2016Q3 202331
Cincinnati Specialty Underwriters Insurance CO 31310.64%1.14%1.71%Q1 2016Q3 202331
THOMPSON SIEGEL & WALMSLEY LLC 31310.01%0.01%0.03%Q1 2016Q3 202331
Spears Abacus Advisors LLC 31313.08%4.47%6.70%Q1 2016Q3 202331
CENTRAL TRUST Co 31310.02%0.10%0.25%Q1 2016Q3 202331
Coastline Trust Co 31310.56%0.74%0.99%Q1 2016Q3 202331
Vigilant Capital Management, LLC 31310.05%1.22%2.01%Q4 2015Q2 202331
BERKSHIRE ASSET MANAGEMENT LLC/PA 31311.22%1.41%1.79%Q1 2016Q3 202331
Plante Moran Financial Advisors, LLC 31310.00%0.03%0.08%Q1 2016Q3 202331
Voya Financial Advisors, Inc. 31310.04%0.08%0.11%Q1 2016Q3 202331
VALLEY NATIONAL ADVISERS INC 31310.14%0.35%0.73%Q1 2016Q3 202331
Trust Co 31310.00%0.03%0.06%Q1 2016Q3 202331
PUTNAM INVESTMENTS LLC 31310.00%0.09%0.37%Q1 2016Q3 202331
Bartlett & Co. LLC 16150.07%0.82%1.16%Q1 2016Q4 202331
SIT INVESTMENT ASSOCIATES INC 31310.12%0.57%0.87%Q1 2016Q3 202331
Cambridge Investment Research Advisors, Inc. 31310.02%0.05%0.08%Q1 2016Q3 202331
STONEBRIDGE CAPITAL MANAGEMENT INC 31310.08%0.12%0.21%Q1 2016Q3 202331
Robeco Institutional Asset Management B.V. 31310.03%0.25%0.74%Q1 2016Q3 202331
AMERICAN INTERNATIONAL GROUP, INC. 31310.09%0.13%0.22%Q1 2016Q3 202331
MACQUARIE GROUP LTD 31310.02%0.04%0.07%Q1 2016Q3 202331
CHICAGO TRUST Co NA 31310.72%1.19%1.56%Q1 2016Q3 202331
SouthState Corp 31310.44%0.74%1.71%Q1 2016Q3 202331
ASSETMARK, INC 31310.00%0.06%0.39%Q1 2016Q3 202331
Estabrook Capital Management 31311.22%1.53%1.83%Q1 2016Q3 202331
Community Bank, N.A. 31310.12%0.26%0.41%Q1 2016Q3 202331
BROWN ADVISORY INC 31310.01%0.03%0.07%Q1 2016Q3 202331
MITCHELL MCLEOD PUGH & WILLIAMS INC 31310.15%0.27%0.40%Q1 2016Q3 202331
J.P. Morgan Private Wealth Advisors LLC 31310.29%0.52%0.83%Q1 2016Q3 202331
CWM, LLC 2280.00%0.03%0.06%Q1 2016Q3 202331
ClearBridge Investments 31310.01%0.02%0.04%Q1 2016Q3 202331
STATE OF MICHIGAN RETIREMENT SYSTEM 31310.10%0.15%0.19%Q1 2016Q3 202331
Pekin Hardy Strauss, Inc. 31310.07%0.15%0.20%Q1 2016Q3 202331
JENNISON ASSOCIATES LLC 31310.09%0.14%0.22%Q1 2016Q3 202331
PRIO WEALTH LIMITED PARTNERSHIP 31310.07%0.25%0.52%Q1 2016Q3 202331
STEPHENS INC /AR/ 31310.02%0.07%0.10%Q1 2016Q3 202331
Legacy Private Trust Co. 31310.02%0.31%1.11%Q1 2016Q3 202331
Cannell & Co. 31310.78%1.06%2.33%Q1 2016Q3 202331
SVB WEALTH LLC 31310.05%0.58%1.34%Q1 2016Q3 202331
Sumitomo Mitsui DS Asset Management Company, Ltd 31310.07%0.12%0.18%Q1 2016Q3 202331
FORVIS Wealth Advisors, LLC 31310.01%0.13%0.25%Q1 2016Q3 202331
OLD NATIONAL BANCORP /IN/ 31310.03%0.07%0.12%Q1 2016Q3 202331
ENVESTNET ASSET MANAGEMENT INC 31310.01%0.08%0.13%Q1 2016Q3 202331
AMERICAN CENTURY COMPANIES INC 31310.07%0.45%0.67%Q1 2016Q3 202331
MCF Advisors LLC 31310.01%0.11%2.50%Q1 2016Q3 202331
LPL Financial LLC 31310.01%0.03%0.05%Q1 2016Q3 202331
Beech Hill Advisors, Inc. 31310.21%0.30%0.44%Q1 2016Q3 202331
JFS WEALTH ADVISORS, LLC 31310.01%0.01%0.02%Q1 2016Q3 202331
PINNACLE ASSOCIATES LTD 31310.06%0.10%0.15%Q1 2016Q3 202331
ProShare Advisors LLC 31310.10%0.38%0.68%Q1 2016Q3 202331
Capital Analysts, LLC 31310.00%0.22%0.58%Q1 2016Q3 202331
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 31310.01%0.08%0.38%Q1 2016Q3 202331
COMMERCE BANK 31310.02%0.07%0.35%Q1 2016Q3 202331
Cullen Capital Management, LLC 2831.88%2.37%2.83%Q4 2015Q3 202331
NORTHERN TRUST CORP 31310.13%0.18%0.24%Q1 2016Q3 202331
BlackRock Inc. 31310.13%0.18%0.23%Q1 2016Q3 202331
DIVIDEND ASSETS CAPITAL, LLC 31310.35%1.09%2.82%Q1 2016Q3 202331
Employees Retirement System of Texas 31310.04%0.27%0.69%Q1 2016Q3 202331
CIDEL ASSET MANAGEMENT INC 31310.01%0.61%1.26%Q1 2016Q3 202331
Zurcher Kantonalbank (Zurich Cantonalbank) 31310.10%0.13%0.19%Q1 2016Q3 202331
MYCIO WEALTH PARTNERS, LLC 313110.74%39.01%83.99%Q1 2016Q3 202331
VOYA INVESTMENT MANAGEMENT LLC 31310.04%0.14%0.42%Q1 2016Q3 202331
Asset Management One Co., Ltd. 31310.01%0.17%0.27%Q1 2016Q3 202331
Thomas J. Herzfeld Advisors, Inc. 31310.00%0.01%0.02%Q1 2016Q3 202331
Geneos Wealth Management Inc. 31310.00%0.06%0.24%Q1 2016Q3 202331
Portland Global Advisors LLC 31310.26%0.42%0.61%Q1 2016Q3 202331
Notis-McConarty Edward 31310.08%1.44%2.76%Q1 2016Q3 202331
Douglas Lane & Associates, LLC 31310.01%0.27%0.80%Q1 2016Q3 202331
Retirement Systems of Alabama 31310.09%0.22%0.30%Q1 2016Q3 202331
GREAT LAKES ADVISORS, LLC 31310.43%1.35%1.93%Q1 2016Q3 202331
Norinchukin Bank, The 31310.02%0.06%0.12%Q1 2016Q3 202331
HARTFORD INVESTMENT MANAGEMENT CO 31310.19%0.25%0.32%Q1 2016Q3 202331
D.A. DAVIDSON & CO. 31310.42%0.63%0.97%Q1 2016Q3 202331
BANK OF NOVA SCOTIA 31310.00%0.04%0.34%Q1 2016Q3 202331
TRUIST FINANCIAL CORP 31310.05%0.25%0.40%Q1 2016Q3 202331
Hemenway Trust Co LLC 31310.05%1.64%3.19%Q1 2016Q3 202331
Sippican Capital Advisors 31310.55%0.99%1.54%Q1 2016Q3 202331
Selway Asset Management 31311.43%1.73%2.30%Q1 2016Q3 202331
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 31310.15%0.22%0.28%Q1 2016Q3 202331
MIDDLETON & CO INC/MA 31310.17%0.92%1.69%Q1 2016Q3 202331
S&CO INC 31310.24%0.34%0.43%Q1 2016Q3 202331
PARSONS CAPITAL MANAGEMENT INC/RI 31310.05%0.07%0.09%Q1 2016Q3 202331
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 31310.06%0.09%0.14%Q1 2016Q3 202331
TCTC Holdings, LLC 31311.39%1.88%2.24%Q1 2016Q3 202331
Jefferies Group LLC 610.00%0.01%0.11%Q2 2016Q3 202231
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM 31310.12%0.29%0.60%Q1 2016Q3 202331
Invesco Ltd. 31310.06%0.10%0.19%Q1 2016Q3 202331
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 31310.65%0.79%0.90%Q1 2016Q3 202331
BEESE FULMER INVESTMENT MANAGEMENT, INC. 31310.79%1.21%1.60%Q1 2016Q3 202331
NJ State Employees Deferred Compensation Plan 31310.19%0.24%0.32%Q1 2016Q3 202331
SCHRODER INVESTMENT MANAGEMENT GROUP 31310.09%0.20%0.36%Q1 2016Q3 202331
SCHWARTZ INVESTMENT COUNSEL INC 31311.22%1.69%2.13%Q1 2016Q3 202331
NICHOLAS COMPANY, INC. 31310.17%1.18%3.06%Q1 2016Q3 202331
OLD SECOND NATIONAL BANK OF AURORA 31310.01%0.01%0.02%Q1 2016Q3 202331
JPMORGAN CHASE & CO 31310.15%0.28%0.64%Q1 2016Q3 202331
RAYMOND JAMES TRUST N.A. 31310.22%0.34%0.46%Q1 2016Q3 202331
State of New Jersey Common Pension Fund D 31310.14%0.16%0.23%Q1 2016Q3 202331
KEYBANK NATIONAL ASSOCIATION/OH 31310.03%0.05%0.07%Q1 2016Q3 202331
Sutton Wealth Advisors Inc. 31310.00%0.03%0.06%Q1 2016Q3 202331
INGALLS & SNYDER LLC 30300.10%0.37%0.80%Q2 2016Q3 202330
Meiji Yasuda Asset Management Co Ltd. 30300.09%0.28%0.42%Q2 2016Q3 202330
FRG Family Wealth Advisors LLC 30300.12%0.38%0.95%Q2 2016Q3 202330
Simplicity Solutions, LLC 2280.01%0.12%0.52%Q1 2016Q3 202330
SEGALL BRYANT & HAMILL, LLC 30300.01%0.02%0.05%Q1 2016Q2 202330
DUNCKER STREETT & CO INC 16140.00%0.04%0.06%Q1 2016Q3 202330
TRUST CO OF OKLAHOMA 17130.49%0.94%1.57%Q1 2016Q3 202330
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2820.01%0.01%0.03%Q1 2016Q3 202330
Pointe Capital Management LLC 2730.23%0.35%0.53%Q1 2016Q3 202330
Allworth Financial LP 2640.01%0.02%0.03%Q1 2016Q3 202330
WESBANCO BANK INC 19110.12%0.49%1.09%Q1 2016Q3 202330
FORSTA AP-FONDEN 30300.16%0.26%0.60%Q2 2016Q3 202330
KBC Group NV 30300.04%0.12%0.27%Q2 2016Q3 202330
Texas Yale Capital Corp. 30300.11%0.14%0.18%Q2 2016Q3 202330
CARRET ASSET MANAGEMENT, LLC 30300.03%0.07%0.12%Q2 2016Q3 202330
Atria Investments, Inc 30300.03%0.10%0.27%Q2 2016Q3 202330
Cetera Advisors LLC 28280.00%0.02%0.05%Q4 2016Q3 202330
Squarepoint Ops LLC 1110.00%0.11%0.98%Q1 2016Q3 202330
Advisory Services Network, LLC 2730.08%0.17%0.75%Q1 2016Q3 202330
BALDWIN BROTHERS LLC/MA 30300.00%0.06%0.20%Q3 2016Q4 202330
Stratos Wealth Partners, LTD. 2910.01%0.03%0.05%Q1 2016Q3 202330
GHP Investment Advisors, Inc. 18120.01%0.03%0.06%Q1 2016Q3 202330
CITIZENS FINANCIAL GROUP INC/RI 18120.01%0.24%0.87%Q1 2016Q3 202330
WASHINGTON TRUST Co 30300.08%0.42%0.59%Q2 2016Q3 202330
BOKF, NA 2190.05%0.12%0.19%Q1 2016Q3 202330
HOWLAND CAPITAL MANAGEMENT LLC 30301.37%1.92%2.31%Q2 2016Q3 202330
Rehmann Capital Advisory Group 15150.03%0.08%0.17%Q1 2016Q3 202330
Janney Montgomery Scott LLC 2910.13%0.20%0.24%Q1 2016Q3 202330
Jacobi Capital Management LLC 30300.08%0.13%0.33%Q2 2016Q3 202330
DAVENPORT & Co LLC 30300.00%0.05%0.48%Q2 2016Q3 202330
WBH ADVISORY INC 2730.09%0.25%0.62%Q1 2016Q3 202330
SRB CORP 18120.02%0.05%0.12%Q1 2016Q3 202330
BAXTER BROS INC 30300.07%0.19%0.48%Q2 2016Q3 202330
FARMERS & MERCHANTS INVESTMENTS INC 30300.00%0.01%0.01%Q2 2016Q3 202330
FINANCIAL COUNSELORS INC 2820.52%0.70%0.96%Q1 2016Q3 202330
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY 2550.11%0.17%0.21%Q1 2016Q3 202330
MACKENZIE FINANCIAL CORP 2730.00%0.07%0.34%Q1 2016Q3 202330
STRATEGY ASSET MANAGERS LLC 2550.06%0.92%2.58%Q1 2016Q3 202330
STIFEL FINANCIAL CORP 30300.17%0.37%0.58%Q2 2016Q3 202330
BUCKHEAD CAPITAL MANAGEMENT LLC 30300.41%0.77%1.15%Q2 2016Q3 202330
Mn Services Vermogensbeheer B.V. 20100.23%0.38%0.61%Q1 2016Q3 202330
Liberty Capital Management, Inc. 18120.88%1.36%1.87%Q1 2016Q3 202330
TOCQUEVILLE ASSET MANAGEMENT L.P. 16140.01%0.19%0.50%Q1 2016Q3 202330
Argyle Capital Management Inc. 30300.58%0.69%0.87%Q2 2016Q3 202330
Endurance Wealth Management, Inc. 30300.02%0.02%0.03%Q1 2016Q2 202330
Veritable, L.P. 30300.10%0.20%0.26%Q1 2016Q2 202330
BRADLEY FOSTER & SARGENT INC/CT 17130.24%0.58%1.04%Q1 2016Q3 202330
Financial Architects, Inc 30300.04%0.06%0.38%Q1 2016Q2 202330
Thomasville National Bank 2720.24%0.37%0.62%Q1 2016Q3 202329
WCM INVESTMENT MANAGEMENT, LLC 17120.00%8.30%29.42%Q1 2016Q3 202329
Tower Research Capital LLC (TRC) 1550.00%0.07%0.28%Q1 2016Q3 202329
MOTCO 2540.00%0.01%0.02%Q1 2016Q3 202329
Harbour Capital Advisors, LLC 2610.01%0.53%1.00%Q2 2016Q4 202329
ArrowMark Colorado Holdings LLC 29290.00%0.01%0.01%Q3 2016Q3 202329
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 29290.01%0.03%0.06%Q3 2016Q3 202329
SUMMITRY LLC 2180.04%0.06%0.08%Q1 2016Q3 202329
COLONY GROUP LLC 2810.00%0.02%0.05%Q4 2015Q3 202329
Avalon Investment & Advisory 29290.03%0.38%0.75%Q1 2016Q1 202329
KING LUTHER CAPITAL MANAGEMENT CORP 29290.01%0.01%0.05%Q3 2016Q3 202329
TCI Wealth Advisors, Inc. 29290.02%0.03%0.07%Q1 2016Q1 202329
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 29290.07%0.28%0.66%Q1 2016Q1 202329
B. Riley Wealth Advisors, Inc. 2450.04%0.13%0.32%Q2 2016Q3 202329
JOHNSON INVESTMENT COUNSEL INC 18110.03%0.51%1.13%Q2 2016Q3 202329
NewEdge Advisors, LLC 29290.02%0.30%1.14%Q3 2016Q3 202329
Manchester Capital Management LLC 2610.01%0.03%0.06%Q1 2016Q3 202329
WESTWOOD HOLDINGS GROUP INC 29290.07%0.87%1.90%Q3 2016Q3 202329
COURIER CAPITAL LLC 29290.02%0.04%0.09%Q3 2016Q3 202329
ZWJ INVESTMENT COUNSEL INC 1610.02%0.68%2.03%Q1 2016Q3 202329
Aristotle Capital Management, LLC 29290.00%1.65%2.61%Q1 2016Q1 202329
Lido Advisors, LLC 2210.00%0.03%0.09%Q1 2016Q3 202329
CAMDEN NATIONAL BANK 28281.39%1.85%2.22%Q4 2016Q3 202328
JNBA Financial Advisors 2080.00%0.01%0.20%Q3 2016Q3 202328
Regent Investment Management LLC 28280.17%0.34%0.65%Q1 2016Q4 202228
TRILLIUM ASSET MANAGEMENT, LLC 17110.01%0.42%1.33%Q1 2016Q3 202328
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 28280.01%0.17%0.68%Q4 2016Q3 202328
CAPITAL INTERNATIONAL LTD /CA/ 28280.41%0.89%1.47%Q4 2016Q3 202328
Baystate Wealth Management LLC 28280.00%0.00%0.01%Q4 2016Q3 202328
Morris Capital Advisors, LLC 28281.83%2.75%3.94%Q4 2015Q3 202228
Glenview Trust Co 28280.03%0.15%0.60%Q4 2016Q3 202328
BAR HARBOR WEALTH MANAGEMENT 16120.02%0.10%0.38%Q1 2016Q3 202328
Farmers & Merchants Trust Co of Chambersburg PA 28280.10%0.15%0.28%Q4 2016Q3 202328
Capital International Sarl 28280.19%0.45%1.17%Q4 2016Q3 202328
Capital World Investors 28280.25%0.47%0.78%Q4 2016Q3 202328
DELTA ASSET MANAGEMENT LLC/TN 2440.01%0.01%0.02%Q1 2016Q3 202328
Norway Savings Bank 28280.10%0.14%0.19%Q4 2016Q3 202328
LEVEL FOUR ADVISORY SERVICES, LLC 28280.07%0.12%0.31%Q4 2016Q3 202328
TRUST CO OF VIRGINIA /VA 1910.03%0.87%1.65%Q2 2016Q3 202328
HUNTINGTON NATIONAL BANK 2530.02%0.61%0.88%Q3 2016Q3 202328
GOFEN & GLOSSBERG LLC /IL/ 28280.15%0.29%0.36%Q1 2016Q4 202228
Independent Advisor Alliance 28280.00%0.41%0.68%Q4 2016Q3 202328
WEST PACES ADVISORS INC. 28280.00%0.04%0.14%Q4 2016Q3 202328
Dai-ichi Life Insurance Company, Ltd 28280.08%0.19%0.44%Q4 2016Q3 202328
LEAVELL INVESTMENT MANAGEMENT, INC. 28280.02%0.03%0.04%Q4 2016Q3 202328
CIGNA INVESTMENTS INC /NEW 28280.14%0.18%0.25%Q4 2016Q3 202328
NORGES BANK 28280.02%0.12%0.18%Q1 2016Q4 202228
Radnor Capital Management, LLC 28280.83%1.34%2.35%Q4 2016Q3 202328
Parallel Advisors, LLC 28280.01%0.06%0.14%Q4 2016Q3 202328
Capital International Investors 28280.49%1.08%1.54%Q4 2016Q3 202328
COMERICA BANK 28280.14%0.19%0.25%Q1 2016Q4 202228
LINCOLN NATIONAL CORP 28280.01%0.02%0.04%Q4 2016Q3 202328
Berkeley Capital Partners, LLC 1810.11%0.23%0.63%Q1 2016Q3 202328
Balentine LLC 2010.00%0.02%0.13%Q2 2016Q3 202328
Capital International, Inc./CA/ 28280.39%0.66%0.95%Q4 2016Q3 202328
Clearstead Advisors, LLC 28280.09%0.13%0.17%Q4 2016Q3 202328
Sargent Bickham Lagudis LLC 28280.24%0.43%0.68%Q1 2016Q4 202228
Saturna Capital CORP 2710.00%0.01%0.02%Q4 2015Q3 202328
Summit Global Investments 28280.03%0.36%2.19%Q4 2016Q3 202328
Asset Dedication, LLC 17110.00%0.03%0.09%Q1 2016Q3 202328
Legal & General Group Plc 28280.16%0.22%0.28%Q4 2016Q3 202328
First Command Financial Services, Inc. 27270.00%0.03%0.11%Q4 2016Q2 202327
EATON VANCE MANAGEMENT 27270.06%0.36%1.03%Q1 2016Q3 202227
BOWEN HANES & CO INC 27270.01%0.02%0.06%Q1 2017Q3 202327
Global Retirement Partners, LLC 2070.06%0.14%0.29%Q4 2016Q3 202327
FOUNDATION RESOURCE MANAGEMENT INC 15120.05%0.08%0.15%Q2 2016Q3 202327
FLAGSHIP HARBOR ADVISORS, LLC 27270.04%0.06%0.11%Q1 2017Q3 202327
Andra AP-fonden 920.15%0.27%0.52%Q1 2016Q3 202327
Sky Investment Group LLC 27270.08%0.10%0.12%Q1 2017Q3 202327
REGENTATLANTIC CAPITAL LLC 27270.10%0.23%0.39%Q1 2016Q3 202227
OAKVIEW CAPITAL MANAGEMENT, L.P. 2525.07%6.80%8.81%Q4 2016Q3 202327
DODGE & COX 1890.00%0.00%0.00%Q1 2016Q4 202227
MUFG Americas Holdings Corp 27270.05%0.17%0.40%Q1 2016Q3 202227
State of Alaska, Department of Revenue 27270.03%0.17%0.27%Q1 2017Q3 202327
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 27270.03%0.63%2.37%Q1 2017Q3 202327
OPPENHEIMER ASSET MANAGEMENT INC. 27270.29%0.37%0.49%Q1 2017Q3 202327
ARCADIA INVESTMENT MANAGEMENT CORP/MI 1980.00%0.01%0.01%Q1 2016Q4 202227
MML INVESTORS SERVICES, LLC 27270.03%0.05%0.08%Q1 2017Q3 202327
BECKER CAPITAL MANAGEMENT INC 2340.01%0.44%0.84%Q1 2016Q3 202327
First Command Bank 27270.01%0.03%0.11%Q4 2016Q2 202327
Bowling Portfolio Management LLC 27270.11%0.30%0.59%Q1 2016Q3 202227
CYPRESS CAPITAL MANAGEMENT LLC 27270.04%0.06%0.09%Q1 2016Q3 202227
Russell Investments Group, Ltd. 2250.12%0.20%0.29%Q4 2016Q3 202327
AGF INVESTMENTS INC. 27270.60%1.67%2.62%Q1 2016Q3 202227
DekaBank Deutsche Girozentrale 1620.03%0.11%0.23%Q1 2016Q3 202327
Plancorp, LLC 15120.02%0.06%0.12%Q4 2016Q3 202327
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 27271.63%3.42%4.26%Q1 2017Q3 202327
Advocacy Wealth Management Services, LLC 27270.00%0.01%0.03%Q1 2016Q3 202227
SUMMIT FINANCIAL GROUP, INC. 26260.09%0.17%0.29%Q2 2017Q3 202326
PATTEN & PATTEN INC/TN 2510.02%0.06%0.10%Q3 2016Q2 202326
Citizens Business Bank 26260.13%0.22%0.46%Q1 2016Q2 202226
Abbot Financial Management, Inc. 26260.23%0.33%0.47%Q2 2017Q3 202326
E&G Advisors, LP 2420.08%0.15%0.25%Q1 2017Q3 202326
Avior Wealth Management, LLC 2510.00%0.10%0.21%Q4 2016Q3 202326
BUCKINGHAM STRATEGIC WEALTH, LLC 14120.01%0.04%0.12%Q1 2017Q3 202326
Crossmark Global Holdings, Inc. 2510.11%0.15%0.22%Q3 2016Q3 202326
QUADRANT CAPITAL GROUP LLC 26260.02%0.07%0.10%Q2 2017Q3 202326
Cribstone Capital Management, LLC 26260.00%0.06%0.18%Q2 2016Q3 202226
ROFFMAN MILLER ASSOCIATES INC /PA/ 26260.16%1.22%2.08%Q2 2017Q3 202326
ASSOCIATED BANC-CORP 1880.01%0.01%0.02%Q1 2016Q3 202326
ADVISOR PARTNERS LLC 26260.12%0.22%0.38%Q1 2016Q2 202226
Family Legacy, Inc. 2420.35%0.51%0.70%Q1 2017Q3 202326
Reynders McVeigh Capital Management, LLC 1710.01%0.17%0.30%Q1 2016Q3 202326
Ashfield Capital Partners, LLC 2060.02%0.04%0.06%Q1 2016Q3 202226
SRS Capital Advisors, Inc. 1070.02%0.06%0.13%Q4 2016Q3 202326
COMPTON CAPITAL MANAGEMENT INC /RI 26260.13%0.22%0.29%Q1 2016Q2 202226
Point72 Hong Kong Ltd 810.00%0.09%0.53%Q1 2016Q3 202226
Paloma Partners Management Co 1120.01%0.08%0.39%Q4 2015Q2 202226
Tarbox Family Office, Inc. 26260.00%0.01%0.01%Q4 2015Q1 202226
Brandywine Global Investment Management, LLC 26260.06%0.50%1.00%Q2 2017Q3 202326
STOCK YARDS BANK & TRUST CO 1880.02%0.04%0.08%Q1 2016Q3 202326
LOOMIS SAYLES & CO L P 1230.00%0.00%0.01%Q2 2016Q2 202326
TUDOR INVESTMENT CORP ET AL 1010.01%0.08%0.53%Q2 2016Q2 202326
Vident Investment Advisory, LLC 2420.02%0.14%0.44%Q1 2016Q2 202326
Sigma Planning Corp 16100.01%0.03%0.11%Q1 2016Q3 202326
NICHOLS & PRATT ADVISERS LLP /MA 1880.02%0.04%0.08%Q1 2016Q3 202326
Cerity Partners LLC 2510.04%0.22%0.41%Q1 2017Q3 202326
DIXON HUBARD FEINOUR & BROWN INC/VA 26260.07%0.20%0.32%Q1 2016Q2 202226
PARAMETRIC PORTFOLIO ASSOCIATES LLC 25250.09%0.15%0.20%Q1 2016Q1 202225
WELCH & FORBES LLC 2110.44%1.15%1.62%Q1 2016Q3 202325
CenterStar Asset Management, LLC 510.00%0.16%0.78%Q4 2017Q4 202125
PALLADIUM PARTNERS LLC 25250.18%0.29%0.45%Q1 2016Q1 202225
GRIFFIN ASSET MANAGEMENT, INC. 25250.04%0.10%0.28%Q3 2017Q3 202325
Azimuth Capital Management LLC 25250.04%0.28%1.24%Q1 2016Q1 202225
Roundview Capital LLC 25250.07%0.16%0.42%Q3 2017Q3 202325
ALLSTATE CORP 2050.01%0.13%0.68%Q1 2016Q3 202325
CAPTRUST FINANCIAL ADVISORS 25250.00%0.08%0.12%Q3 2017Q3 202325
Linscomb & Williams, Inc. 1870.02%0.15%0.32%Q1 2016Q3 202325
RMB Capital Management, LLC 1310.01%0.31%0.82%Q1 2017Q3 202325
Proficio Capital Partners LLC 14110.01%0.04%0.10%Q1 2016Q3 202325
ACADIAN ASSET MANAGEMENT LLC 2140.00%0.01%0.06%Q1 2016Q3 202325
IBM Retirement Fund 25250.16%0.24%0.34%Q1 2016Q1 202225
AUA CAPITAL MANAGEMENT, LLC 25250.06%0.14%0.18%Q4 2016Q4 202225
FLPUTNAM INVESTMENT MANAGEMENT CO 1830.02%0.31%0.76%Q3 2016Q3 202325
SAGE FINANCIAL GROUP INC 25250.01%0.01%0.01%Q1 2016Q1 202225
Kistler-Tiffany Companies, LLC 2140.00%0.02%0.07%Q1 2016Q2 202325
Legacy Capital Partners, Inc. 25250.89%1.45%1.93%Q1 2016Q1 202225
HM PAYSON & CO 1810.01%0.01%0.02%Q1 2016Q3 202325
YorkBridge Wealth Partners, LLC 25250.08%0.26%0.49%Q4 2016Q4 202225
CPWM, LLC 1780.02%0.05%0.17%Q1 2016Q3 202225
Waldron Private Wealth LLC 1060.02%0.05%0.08%Q1 2016Q3 202325
Heritage Trust Co 25250.01%0.16%0.33%Q3 2017Q3 202325
BDO Wealth Advisors, LLC 25250.00%0.00%0.01%Q2 2017Q2 202325
Corient Capital Partners, LLC 25250.09%0.16%0.24%Q3 2016Q3 202225
PARK AVENUE SECURITIES LLC 25250.01%0.06%0.15%Q3 2017Q3 202325
Calamos Wealth Management LLC 13120.03%0.27%0.77%Q2 2017Q3 202325
HANCOCK WHITNEY CORP 25250.01%0.03%0.04%Q3 2017Q3 202325
MONETA GROUP INVESTMENT ADVISORS LLC 1910.01%0.07%0.12%Q4 2015Q3 202325
People's United Financial, Inc. 25250.06%0.36%0.79%Q1 2016Q1 202225
AE Wealth Management LLC 1910.01%0.03%0.06%Q2 2017Q3 202324
Gradient Investments LLC 1810.00%0.07%0.48%Q3 2016Q3 202324
Unison Advisors LLC 24240.28%0.65%1.02%Q4 2017Q3 202324
FIRST QUADRANT LLC/CA 24240.01%0.20%0.73%Q1 2016Q4 202124
McIlrath & Eck, LLC 24240.00%0.05%0.08%Q4 2017Q3 202324
MOODY LYNN & LIEBERSON, LLC 1770.02%0.70%1.58%Q1 2016Q3 202324
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1610.01%0.02%0.05%Q1 2016Q4 202224
ABNER HERRMAN & BROCK LLC 1590.03%0.79%2.58%Q2 2016Q3 202324
AMERICAN FINANCIAL GROUP INC 24240.94%1.90%5.60%Q1 2016Q4 202124
MARTINGALE ASSET MANAGEMENT L P 1590.01%0.21%0.76%Q4 2016Q3 202324
DF DENT & CO INC 2310.01%0.01%0.02%Q4 2015Q3 202324
SKBA CAPITAL MANAGEMENT LLC 13110.47%1.97%2.95%Q1 2016Q1 202324
QCI ASSET MANAGEMENT INC/NY 24240.02%1.44%1.88%Q4 2015Q3 202124
EVERMAY WEALTH MANAGEMENT LLC 14100.01%0.07%0.11%Q2 2016Q3 202324
BerganKDV Wealth Management, LLC 24240.06%0.33%0.67%Q3 2017Q2 202324
FIRST CITIZENS BANK & TRUST CO 1210.01%0.03%0.08%Q1 2016Q3 202324
PIN OAK INVESTMENT ADVISORS INC 24240.00%0.02%0.04%Q4 2017Q3 202324
TDAM USA INC. 24240.09%0.31%0.52%Q1 2016Q4 202124
Glassman Wealth Services 2310.00%0.01%0.04%Q4 2016Q3 202324
Sawyer & Company, Inc 24240.03%0.05%0.13%Q4 2017Q3 202324
Valeo Financial Advisors, LLC 1590.01%0.03%0.06%Q3 2017Q3 202324
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 24240.06%0.13%0.22%Q4 2017Q3 202324
SeaCrest Wealth Management, LLC 24240.04%0.07%0.14%Q4 2017Q3 202324
IFG Advisory, LLC 24240.12%0.17%0.24%Q4 2017Q3 202324
STEINBERG ASSET MANAGEMENT LLC 12120.07%0.22%0.36%Q1 2017Q3 202324
Nicollet Investment Management, Inc. 24240.85%1.28%1.86%Q4 2017Q3 202324
Front Row Advisors LLC 24240.01%0.03%0.04%Q4 2017Q3 202324
Global Trust Asset Management, LLC 24240.01%0.02%0.05%Q4 2017Q3 202324
DDD Partners, LLC 24242.23%3.03%3.78%Q4 2017Q3 202324
Financial Advocates Investment Management 24240.04%0.11%0.24%Q4 2017Q3 202324
Weil Company, Inc. 24241.11%1.51%2.15%Q4 2017Q3 202324
Murphy, Middleton, Hinkle & Parker, Inc. 24240.18%0.23%0.30%Q4 2017Q3 202324
HOWE & RUSLING INC 1610.00%0.00%0.01%Q1 2016Q3 202224
New Potomac Partners, LLC 24241.07%1.49%1.93%Q4 2017Q3 202324
CNB Bank 24240.00%0.04%0.06%Q4 2017Q3 202324
Stokes Capital Advisors, LLC 24241.47%1.79%2.25%Q4 2017Q3 202324
REILLY FINANCIAL ADVISORS, LLC 24241.02%1.43%1.91%Q1 2016Q4 202124
PLIMOTH TRUST CO LLC 24240.16%0.62%1.14%Q4 2017Q3 202324
METROPOLITAN LIFE INSURANCE CO/NY 810.12%0.17%0.23%Q3 2016Q3 202324
Aureus Asset Management, LLC 24240.02%0.05%0.08%Q3 2016Q2 202224
HighPoint Advisor Group LLC 2310.10%0.14%0.18%Q1 2016Q2 202224
AdvisorNet Financial, Inc 24240.01%0.04%0.07%Q4 2017Q3 202324
CULLEN/FROST BANKERS, INC. 2040.01%0.27%0.41%Q1 2016Q3 202324
IMA Wealth, Inc. 2220.00%0.21%2.54%Q1 2016Q3 202324
Northwest Bancshares, Inc. 24240.56%0.93%1.20%Q4 2017Q3 202324
NUANCE INVESTMENTS, LLC 1950.23%2.27%6.35%Q2 2017Q3 202324
COMMONWEALTH EQUITY SERVICES, LLC 24240.02%0.03%0.04%Q4 2017Q3 202324
AGF Investments America Inc. 24241.20%1.99%2.68%Q2 2016Q1 202224
Wolf Group Capital Advisors 24240.40%1.17%2.95%Q4 2017Q3 202324
Veritas Investment Management (UK) Ltd 24240.00%0.00%0.01%Q1 2016Q4 202124
ACG Wealth 1680.03%0.08%0.20%Q1 2016Q3 202224
Carroll Financial Associates, Inc. 24240.00%0.01%0.03%Q1 2016Q4 202124
ROCKLAND TRUST CO 1490.02%1.09%1.60%Q2 2016Q3 202323
First Personal Financial Services 1670.00%0.09%0.24%Q1 2016Q4 202223
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 23230.00%0.02%0.04%Q1 2018Q3 202323
CREATIVE FINANCIAL DESIGNS INC /ADV 1410.00%0.10%0.20%Q4 2016Q3 202323
LVW Advisors, LLC 23230.60%0.71%0.85%Q1 2018Q3 202323
Barrett Asset Management, LLC 12110.00%0.45%1.40%Q1 2016Q1 202223
BOSTON FINANCIAL MANGEMENT LLC 1670.01%0.11%0.66%Q1 2016Q3 202323
Bray Capital Advisors 23230.01%0.02%0.03%Q1 2018Q3 202323
MGO ONE SEVEN LLC 2120.05%0.27%0.51%Q4 2017Q3 202323
PEOPLES FINANCIAL SERVICES CORP. 23230.01%0.02%0.03%Q1 2016Q3 202123
Gotham Asset Management, LLC 1110.00%0.05%0.17%Q3 2016Q3 202323
GABLES CAPITAL MANAGEMENT INC. 23230.02%0.03%0.05%Q1 2018Q3 202323
Wellington Shields Capital Management, LLC 23230.08%0.14%0.18%Q2 2016Q4 202123
Homrich & Berg 23230.03%0.09%0.13%Q1 2016Q3 202123
Silvant Capital Management LLC 23230.05%0.24%0.74%Q1 2018Q3 202323
CORBYN INVESTMENT MANAGEMENT INC/MD 23230.00%1.42%2.33%Q1 2018Q3 202323
Montecito Bank & Trust 2010.12%0.15%0.21%Q1 2016Q4 202323
Treasurer of the State of North Carolina 23230.17%0.23%0.30%Q1 2018Q3 202323
Mount Yale Investment Advisors, LLC 23230.14%0.48%0.97%Q1 2018Q3 202323
Congress Park Capital LLC 12110.13%0.30%0.58%Q4 2017Q3 202323
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 1850.00%0.10%0.27%Q1 2016Q3 202323
COLDSTREAM CAPITAL MANAGEMENT INC 1510.02%0.22%0.39%Q1 2016Q3 202323
MARKSTON INTERNATIONAL LLC 23230.23%0.70%1.23%Q2 2016Q4 202123
Slow Capital, Inc. 2120.28%0.42%0.68%Q4 2017Q3 202323
Verdence Capital Advisors LLC 23230.56%0.85%1.40%Q1 2018Q3 202323
WMS Partners, LLC 820.03%0.07%0.13%Q4 2016Q3 202323
PRUDENTIAL PLC 1670.00%0.02%0.07%Q1 2016Q3 202323
PEAK6 Investments LLC 910.00%0.01%0.05%Q3 2018Q3 202323
World Asset Management Inc 23230.17%0.21%0.24%Q1 2016Q3 202123
Doyle Wealth Management 23230.77%1.02%1.29%Q1 2017Q3 202223
PGGM Investments 1310.00%0.31%0.55%Q1 2016Q3 202323
Steward Partners Investment Advisory, LLC 23230.11%0.19%0.28%Q1 2018Q3 202323
Broderick Brian C 23230.52%1.88%2.64%Q1 2016Q3 202123
SECURITY NATIONAL TRUST CO 23230.45%0.88%1.13%Q1 2016Q3 202123
Rockefeller Capital Management L.P. 23230.04%0.11%0.16%Q1 2018Q3 202323
NOMURA HOLDINGS INC 910.00%0.01%0.04%Q4 2016Q3 202323
Man Group plc 23230.01%0.06%0.30%Q1 2018Q3 202323
Dynamic Advisor Solutions LLC 23230.05%0.08%0.13%Q1 2018Q3 202323
Aries Wealth Management 1760.47%0.63%0.77%Q4 2017Q3 202323
Aristotle Atlantic Partners, LLC 2030.15%0.52%1.36%Q4 2017Q3 202323
Pendal Group Ltd 23230.01%0.02%0.05%Q2 2017Q4 202223
OGOREK ANTHONY JOSEPH /NY/ /ADV 23230.00%0.00%0.01%Q1 2018Q3 202323
Whitegate Investment Counselors, Inc. 2210.06%0.49%0.67%Q1 2014Q3 202123
Mutual Advisors, LLC 23230.01%0.04%0.09%Q1 2018Q3 202323
SILVERCREST ASSET MANAGEMENT GROUP LLC 1910.00%0.04%0.08%Q1 2016Q3 202322
FIRST MERCANTILE TRUST CO 22220.22%0.51%1.18%Q2 2016Q3 202122
EVERGREEN CAPITAL MANAGEMENT LLC 1480.02%0.06%0.27%Q1 2018Q3 202322
First American Bank 940.03%0.19%0.48%Q1 2016Q4 202122
MEEDER ASSET MANAGEMENT INC 1930.00%0.10%0.30%Q1 2016Q3 202322
Kidder Stephen W 2020.07%2.02%2.94%Q1 2016Q3 202322
AMF Tjanstepension AB 22220.08%0.51%0.80%Q2 2018Q3 202322
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 22220.00%0.27%0.44%Q1 2016Q2 202122
AMP Capital Investors Ltd 1660.10%0.12%0.15%Q1 2016Q3 202122
NORTHSTAR INVESTMENT ADVISORS LLC 22220.38%1.60%2.16%Q1 2016Q2 202122
Diligent Investors, LLC 1120.06%0.14%0.24%Q1 2016Q4 202222
Harrington Investments, INC 22220.17%1.31%2.13%Q3 2017Q4 202222
QS Investors, LLC 22220.00%0.01%0.02%Q1 2016Q2 202122
Avitas Wealth Management LLC 22220.29%0.68%1.52%Q2 2018Q3 202322
Manning & Napier Group, LLC 22220.01%0.18%0.33%Q4 2017Q1 202322
ENTERPRISE FINANCIAL SERVICES CORP 22220.01%0.04%0.07%Q1 2016Q2 202122
ROBERTS GLORE & CO INC /IL/ 1210.08%0.11%0.15%Q2 2016Q3 202322
TORONTO DOMINION BANK 2010.00%0.08%0.18%Q1 2016Q3 202322
Renaissance Technologies 1310.00%0.21%0.60%Q1 2016Q2 202322
PRELUDE CAPITAL MANAGEMENT, LLC 1010.00%0.04%0.20%Q1 2016Q3 202122
SMITH ASSET MANAGEMENT GROUP LP 22220.00%0.00%0.00%Q1 2016Q2 202122
Clean Yield Group 1030.01%0.03%0.11%Q1 2016Q3 202322
USCA RIA LLC 22220.08%0.30%0.60%Q1 2016Q2 202122
MARATHON ASSET MANAGEMENT LLP 22220.46%1.04%1.48%Q1 2016Q2 202122
Argent Trust Co 22220.07%0.12%0.18%Q2 2018Q3 202322
INVESTMENT PARTNERS, LTD. 1630.12%0.20%0.49%Q4 2016Q3 202222
WESTPAC BANKING CORP 710.00%0.20%0.47%Q1 2016Q3 202322
Lester Murray Antman dba SimplyRich 1840.32%0.44%0.69%Q4 2017Q3 202322
Clarius Group, LLC 22220.03%0.07%0.15%Q2 2018Q3 202322
SCHAFER CULLEN CAPITAL MANAGEMENT INC 22221.67%2.07%2.50%Q4 2015Q1 202122
BP PLC 22220.20%0.31%0.51%Q1 2016Q2 202122
Cox Capital Mgt LLC 22220.88%1.67%2.93%Q2 2018Q3 202322
Andesa Financial Management Inc. 22221.07%1.93%3.28%Q4 2017Q1 202322
Interval Partners, LP 1210.08%0.51%1.33%Q3 2017Q3 202322
Bragg Financial Advisors, Inc 1810.01%0.16%0.47%Q1 2016Q4 202222
Twin Tree Management, LP 1010.00%0.03%0.28%Q1 2016Q3 202321
Point72 Asset Management, L.P. 1430.00%0.18%0.53%Q1 2016Q3 202321
Point View Wealth Management, Inc. 21210.39%0.48%0.63%Q4 2015Q4 202021
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 21210.00%0.03%0.09%Q3 2018Q3 202321
FIRST HAWAIIAN BANK 21210.03%0.07%0.11%Q3 2018Q3 202321
DELPHI MANAGEMENT INC /MA/ 1510.95%1.32%1.84%Q1 2016Q2 202321
Covington Capital Management 21210.31%0.55%0.81%Q3 2017Q3 202221
Ballast, Inc. 21210.17%0.26%0.38%Q3 2018Q3 202321
Henry James International Management Inc. 21210.10%0.22%0.33%Q3 2018Q3 202321
COHEN & STEERS, INC. 1650.00%0.03%0.06%Q1 2016Q3 202321
NORDEA INVESTMENT MANAGEMENT AB 21210.32%0.62%1.46%Q3 2018Q3 202321
COMMERZBANK AKTIENGESELLSCHAFT /FI 1650.01%0.04%0.19%Q1 2016Q3 202321
DEARBORN PARTNERS LLC 21210.01%0.02%0.05%Q3 2018Q3 202321
LOS ANGELES CAPITAL MANAGEMENT LLC 1290.00%0.41%1.17%Q1 2016Q3 202321
CENTRAL BANK & TRUST CO 1510.00%0.11%0.79%Q1 2016Q3 202321
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 21210.07%0.23%0.50%Q4 2015Q4 202021
Monte Financial Group, LLC 1290.29%0.47%0.59%Q4 2017Q3 202321
BLUESTEIN R H & CO LLC 11100.02%1.51%2.42%Q1 2016Q3 202221
AMUNDI ASSET MANAGEMENT US, INC. 21210.04%0.23%0.63%Q1 2016Q1 202121
Asset Advisors Investment Management, LLC 21210.20%0.71%1.39%Q3 2018Q3 202321
BARINGS LLC 11100.01%0.04%0.10%Q1 2016Q2 202121
PILLAR PACIFIC CAPITAL MANAGEMENT LLC 21210.44%0.58%0.71%Q1 2016Q1 202121
PRICE MICHAEL F 21210.44%0.57%0.66%Q2 2016Q2 202121
BEACON INVESTMENT ADVISORY SERVICES, INC. 21210.01%0.06%0.10%Q1 2016Q1 202121
Csenge Advisory Group 1830.05%0.09%0.11%Q1 2018Q3 202321
NORTHEAST INVESTMENT MANAGEMENT 1810.02%0.06%0.12%Q1 2016Q3 202321
VIRGINIA RETIREMENT SYSTEMS ET AL 1810.01%0.03%0.14%Q2 2016Q4 202221
Penserra Capital Management LLC 21210.00%0.04%0.14%Q3 2018Q3 202321
Fiera Capital Corp 2010.00%0.07%0.19%Q1 2016Q3 202221
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 1381.10%1.58%2.80%Q2 2016Q3 202321
EVERENCE CAPITAL MANAGEMENT INC 1330.08%0.42%0.76%Q1 2016Q3 202321
Alpha Cubed Investments, LLC 1520.01%0.64%2.28%Q1 2016Q3 202321
Horizon Investments, LLC 2010.01%0.07%0.61%Q2 2017Q3 202321
1832 Asset Management L.P. 1110.00%0.15%0.73%Q1 2016Q3 202321
Pinnacle Bancorp, Inc. 2010.03%0.05%0.12%Q1 2017Q3 202321
Mascoma Wealth Management LLC 1110.00%0.00%0.01%Q4 2016Q3 202321
Kingsview Wealth Management, LLC 1130.03%0.05%0.14%Q4 2017Q3 202320
BAINCO INTERNATIONAL INVESTORS 20200.51%1.35%1.77%Q1 2016Q4 202020
Delaney Dennis R 1810.18%2.13%3.07%Q1 2016Q2 202320
ATLAS CAPITAL ADVISORS LLC 1190.03%0.05%0.14%Q1 2018Q3 202320
Transamerica Financial Advisors, Inc. 1210.00%0.23%1.10%Q1 2016Q3 202320
ROWLAND CARMICHAEL ADVISORS INC /ADV 20200.29%0.41%0.51%Q1 2016Q4 202020
NEXT Financial Group, Inc 760.00%0.03%0.07%Q1 2016Q4 202120
Capital Advisors, Ltd. LLC 1370.00%0.01%0.03%Q3 2018Q3 202320
Verition Fund Management LLC 810.00%0.11%0.77%Q2 2017Q3 202320
MASON STREET ADVISORS, LLC 20200.14%0.20%0.24%Q1 2016Q4 202020
CX Institutional 20200.00%0.02%0.04%Q4 2018Q3 202320
NewSquare Capital LLC 1410.00%0.00%0.01%Q4 2015Q3 202320
Freestone Capital Holdings, LLC 1620.00%0.05%0.10%Q1 2016Q1 202220
TFG Advisers LLC 20200.31%0.43%0.65%Q4 2018Q3 202320
Aperio Group, LLC 20200.10%0.30%0.50%Q1 2016Q4 202020
Princeton Portfolio Strategies Group LLC 1820.05%0.25%0.52%Q1 2016Q1 202120
Zions Bancorporation, N.A. 20200.00%0.01%0.07%Q4 2018Q3 202320
Wambolt & Associates, LLC 20200.11%0.18%0.29%Q4 2018Q3 202320
LOGAN CAPITAL MANAGEMENT INC 1140.00%0.04%0.22%Q4 2016Q3 202320
Ridgewood Investments LLC 1320.00%0.31%0.53%Q4 2016Q2 202320
Kinneret Advisory, LLC 20200.21%0.34%0.64%Q4 2018Q3 202320
Prestige Wealth Management Group LLC 20200.00%0.05%0.14%Q4 2018Q3 202320
Meridian Wealth Advisors, LLC 20200.21%0.30%0.60%Q4 2018Q3 202320
PineBridge Investments, L.P. 1820.04%0.28%0.82%Q1 2016Q2 202120
Laurel Wealth Advisors LLC 20200.00%0.00%0.01%Q4 2018Q3 202320
Inscription Capital, LLC 20200.06%0.22%0.35%Q4 2018Q3 202320
Richard Bernstein Advisors LLC 1640.02%0.22%0.48%Q1 2016Q3 202220
Winslow, Evans & Crocker, Inc. 20200.00%0.01%0.03%Q1 2016Q4 202020
OSSIAM 20200.00%0.14%0.39%Q4 2018Q3 202320
Kemper Corp Master Retirement Trust 20200.46%1.68%2.59%Q1 2016Q4 202020
Princeton Global Asset Management LLC 20200.86%1.14%1.78%Q4 2018Q3 202320
ING GROEP NV 1520.00%0.10%0.31%Q4 2017Q3 202320
Lindbrook Capital, LLC 20200.00%0.04%0.08%Q4 2018Q3 202320
MITCHELL SINKLER & STARR/PA 1280.06%0.32%0.57%Q2 2017Q3 202320
RENAISSANCE GROUP LLC 1280.01%0.03%0.10%Q1 2016Q3 202320
American Portfolios Advisors 20200.01%0.04%0.10%Q4 2017Q3 202220
CI INVESTMENTS INC. 20200.03%0.15%0.34%Q4 2018Q3 202320
BREWIN DOLPHIN LTD 20200.01%0.03%0.05%Q3 2017Q2 202220
Redpoint Investment Management Pty Ltd 20200.06%0.16%0.26%Q4 2017Q3 202220
Cresset Asset Management, LLC 20200.01%0.02%0.05%Q4 2018Q3 202320
Snowden Capital Advisors LLC 1280.02%0.11%0.30%Q3 2018Q3 202320
PUZO MICHAEL J 20200.12%2.16%2.84%Q1 2016Q4 202020
VAN ECK ASSOCIATES CORP 20200.01%0.01%0.03%Q4 2018Q3 202320
Private Portfolio Partners LLC 20200.15%0.19%0.28%Q4 2018Q3 202320
Epoch Investment Partners, Inc. 1370.01%0.50%1.34%Q1 2016Q3 202320
CCM INVESTMENT ADVISERS LLC 1910.02%1.39%2.00%Q4 2015Q3 202320
Burt Wealth Advisors 20200.00%0.01%0.02%Q1 2016Q4 202020
AVANTAX ADVISORY SERVICES, INC. 20200.03%0.07%0.15%Q4 2018Q3 202320
Dempze Nancy E 20200.42%2.34%2.97%Q1 2016Q4 202020
Achmea Investment Management B.V. 1220.01%0.17%0.46%Q1 2017Q3 202320
NOVARE CAPITAL MANAGEMENT LLC 20200.04%0.94%1.12%Q1 2016Q4 202020
Claro Advisors LLC 20200.34%0.44%0.65%Q4 2018Q3 202320
LCNB CORP 1270.12%0.17%0.30%Q2 2018Q3 202319
CAMBRIDGE TRUST CO 1110.01%0.03%0.08%Q1 2016Q3 202319
UNITED SERVICES AUTOMOBILE ASSOCIATION 1410.06%0.16%0.21%Q1 2016Q3 202319
Page Arthur B 19190.74%2.70%3.40%Q1 2016Q3 202019
Investors Research Corp 19190.00%0.01%0.02%Q1 2019Q3 202319
Field & Main Bank 1320.04%0.21%0.45%Q4 2017Q3 202319
Buckley Wealth Management, LLC 1610.09%0.21%0.29%Q4 2017Q2 202319
Wealthfront Advisers LLC 1450.00%0.02%0.03%Q4 2018Q3 202319
Ledyard National Bank 19190.06%0.12%0.16%Q1 2016Q3 202019
Yorktown Management & Research Co Inc 1180.06%0.15%0.36%Q1 2016Q1 202219
TSFG, LLC 19190.00%0.00%0.00%Q1 2019Q3 202319
BALYASNY ASSET MANAGEMENT L.P. 310.00%0.12%0.79%Q4 2015Q3 202319
HIGHLAND CAPITAL MANAGEMENT, LLC 19190.16%0.29%0.38%Q1 2019Q3 202319
IHT Wealth Management, LLC 720.01%0.06%0.30%Q4 2016Q3 202319
Brown Advisory Securities, LLC 1610.00%0.10%0.19%Q1 2016Q3 202119
CHOREO, LLC 1020.01%0.04%0.10%Q1 2016Q3 202319
River Road Asset Management, LLC 1520.00%0.50%1.74%Q2 2017Q3 202319
Cable Hill Partners, LLC 1810.02%0.07%0.13%Q4 2014Q4 202219
BOENNING & SCATTERGOOD, INC. 19190.30%0.44%0.65%Q2 2018Q4 202219
Diversified Trust Co 1720.09%0.23%0.33%Q1 2016Q4 202319
GAMCO INVESTORS, INC. ET AL 19190.00%0.02%0.03%Q1 2019Q3 202319
Polar Capital LLP 19190.87%1.78%2.76%Q1 2016Q3 202019
BTR CAPITAL MANAGEMENT INC 810.03%0.05%0.08%Q1 2016Q3 202219
Fieldpoint Private Securities, LLC 1110.05%0.18%0.70%Q1 2017Q2 202219
TCW GROUP INC 19190.50%1.21%1.75%Q1 2016Q3 202019
Western Wealth Management, LLC 1180.03%0.06%0.10%Q4 2018Q3 202319
Wellesley Investment Partners, LLC 19190.14%0.37%0.51%Q1 2016Q3 202019
Private Capital Group, LLC 19190.02%0.04%0.08%Q4 2017Q2 202219
Symmetry Partners, LLC 19190.03%0.09%0.20%Q1 2019Q3 202319
Belpointe Asset Management LLC 1020.01%0.02%0.05%Q3 2018Q3 202319
TOWNSQUARE CAPITAL LLC 19190.01%0.03%0.22%Q1 2019Q3 202319
Assenagon Asset Management S.A. 910.00%0.09%0.32%Q2 2018Q3 202319
First Allied Advisory Services, Inc. 19190.02%0.03%0.05%Q1 2016Q3 202019
BARROW HANLEY MEWHINNEY & STRAUSS LLC 19190.39%1.05%2.36%Q1 2019Q3 202319
Copeland Capital Management, LLC 1360.00%0.04%0.38%Q4 2015Q3 202319
ETRADE Capital Management LLC 19190.02%0.15%0.27%Q1 2016Q3 202019
RESOURCES MANAGEMENT CORP /CT/ /ADV 1720.01%0.13%0.23%Q3 2018Q3 202319
Allred Capital Management, LLC 19190.12%0.21%0.32%Q1 2019Q3 202319
MERCER GLOBAL ADVISORS INC /ADV 19190.01%0.02%0.04%Q1 2019Q3 202319
Clark Capital Management Group, Inc. 1720.01%0.71%1.32%Q1 2016Q3 202319
WINTRUST INVESTMENTS LLC 720.04%0.11%0.25%Q1 2017Q3 202319
Lantz Financial LLC 19190.94%1.57%2.01%Q1 2019Q3 202319
COMERICA SECURITIES,INC. 19190.09%0.14%0.19%Q1 2019Q3 202319
Lenox Wealth Advisors, LLC 1010.00%0.00%0.01%Q1 2016Q1 202219
DAGCO, INC. 19190.16%0.33%0.67%Q4 2018Q2 202319
Cohen Klingenstein LLC 19190.03%0.09%0.12%Q1 2019Q3 202319
FORT PITT CAPITAL GROUP, LLC 18180.01%0.02%0.03%Q4 2016Q1 202118
Pinnacle Wealth Planning Services, Inc. 1260.05%0.12%0.25%Q4 2018Q3 202318
Perpetual Ltd 710.01%0.06%0.52%Q1 2016Q3 202318
SALEM INVESTMENT COUNSELORS INC 18180.00%0.00%0.01%Q2 2019Q3 202318
JARISLOWSKY, FRASER Ltd 1710.00%0.58%0.94%Q4 2018Q3 202318
Security National Bank 18180.74%1.09%1.38%Q1 2017Q2 202118
Sabal Trust CO 610.01%1.53%2.64%Q1 2016Q3 202318
Chicago Partners Investment Group LLC 1170.01%0.04%0.11%Q1 2016Q3 202318
Cordatus Wealth Management LLC 1040.37%0.86%2.17%Q4 2018Q3 202318
WRIGHT INVESTORS SERVICE INC 1220.11%0.22%0.34%Q1 2016Q3 202318
GAMBLE JONES INVESTMENT COUNSEL 1610.02%0.10%0.17%Q1 2016Q4 202218
FC Advisory LLC 18180.31%0.37%0.53%Q3 2019Q4 202318
Sound Income Strategies, LLC 1530.00%0.00%0.00%Q3 2018Q3 202318
CIBC WORLD MARKET INC. 1010.00%0.01%0.04%Q1 2016Q3 202318
Gardiner Nancy B 18181.09%2.11%3.17%Q1 2016Q2 202018
CANANDAIGUA NATIONAL BANK & TRUST CO 1440.06%0.23%0.34%Q4 2016Q4 202318
Elefante Mark B 18181.56%3.65%4.86%Q1 2016Q2 202018
SCOTIA CAPITAL INC. 1510.00%0.01%0.01%Q2 2016Q3 202318
WINTON GROUP Ltd 1010.01%0.13%0.53%Q2 2016Q1 202318
Fayerweather Charles 18181.26%2.39%2.98%Q1 2016Q2 202018
Simmons Bank 1310.04%0.13%0.21%Q3 2018Q3 202318
BOSTON FAMILY OFFICE LLC 18180.03%0.14%0.23%Q4 2015Q1 202018
Lee Financial Co 910.00%0.00%0.01%Q4 2016Q2 202318
FinTrust Capital Advisors, LLC 1170.00%0.01%0.02%Q4 2018Q3 202318
Hillsdale Investment Management Inc. 1440.00%0.01%0.05%Q3 2017Q4 202218
Wealthcare Advisory Partners LLC 1110.00%0.02%0.07%Q3 2017Q3 202318
DELTA FINANCIAL ADVISORS LLC 18180.36%0.53%0.79%Q2 2019Q3 202318
Vestmark Advisory Solutions, Inc. 18180.32%0.50%0.84%Q1 2019Q2 202318
VICUS CAPITAL 1080.04%0.06%0.08%Q4 2018Q3 202318
Qube Research & Technologies Ltd 710.01%0.23%0.60%Q1 2018Q3 202318
FMA ADVISORY INC 1710.34%0.47%0.64%Q1 2017Q3 202118
FIL Ltd 1610.00%0.02%0.07%Q1 2016Q3 202318
Ancora Advisors LLC 1610.00%0.00%0.00%Q4 2016Q3 202318
ZEKE CAPITAL ADVISORS, LLC 1340.02%0.10%0.18%Q4 2016Q4 202217
Lombard Odier Asset Management (Switzerland) SA 510.03%0.07%0.20%Q1 2016Q1 202317
Financial Gravity Asset Management, Inc. 930.00%0.14%0.28%Q1 2018Q3 202317
RBA Wealth Management, LLC 980.18%0.66%1.87%Q1 2019Q3 202317
Bull Street Advisors, LLC 17170.22%0.29%0.40%Q3 2019Q3 202317
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 740.01%0.08%0.19%Q2 2016Q2 202317
Lombard Odier Asset Management (Europe) Ltd 1610.03%0.08%0.32%Q2 2016Q3 202017
Quantitative Investment Management, LLC 710.02%0.30%0.72%Q4 2015Q2 202317
Sand Hill Global Advisors, LLC 17170.29%0.44%0.56%Q1 2019Q1 202317
EVOKE WEALTH, LLC 17170.00%0.01%0.02%Q3 2019Q3 202317
Artisan Partners Limited Partnership 1610.01%0.10%0.13%Q1 2016Q1 202317
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 17171.35%1.57%1.95%Q3 2019Q3 202317
PEAK6 Group LLC 10100.00%0.02%0.07%Q1 2016Q2 201817
MISSION WEALTH MANAGEMENT, LP 1130.03%0.07%0.11%Q4 2016Q3 202317
Crewe Advisors LLC 710.00%0.01%0.06%Q4 2017Q2 202317
BREWIN DOLPHIN WEALTH MANAGEMENT LTD 17170.01%0.01%0.03%Q2 2018Q2 202217
MetLife Investment Management, LLC 1110.15%0.18%0.24%Q4 2017Q3 202317
CENTAURUS FINANCIAL, INC. 1070.01%0.05%0.11%Q4 2017Q3 202317
Schonfeld Strategic Advisors LLC 610.00%0.24%1.07%Q1 2019Q3 202317
HighTower Trust Company, N.A. 810.04%0.33%0.56%Q1 2016Q3 202217
PIEDMONT INVESTMENT ADVISORS INC 17170.03%0.18%0.37%Q1 2016Q1 202017
Wealthspire Advisors, L.P. 17170.02%0.05%0.09%Q1 2016Q1 202017
Ellevest, Inc. 17170.00%0.01%0.03%Q3 2019Q3 202317
Capital Bank & Trust Co 17170.77%0.99%1.16%Q2 2017Q2 202117
ROWLANDMILLER & PARTNERS.ADV 17171.54%1.85%2.12%Q4 2019Q4 202317
SPINNAKER TRUST 17170.03%0.04%0.06%Q3 2019Q3 202317
Trexquant Investment LP 410.03%0.26%0.67%Q3 2016Q3 202317
Clearstead Trust, LLC 930.01%0.08%0.10%Q2 2017Q3 202317
DAVIS CAPITAL PARTNERS, LLC 17172.60%3.83%5.65%Q2 2018Q2 202217
Brinker Capital Investments, LLC 1010.00%0.06%0.15%Q3 2016Q4 202217
Williams Jones Wealth Management, LLC. 17170.00%0.01%0.02%Q3 2019Q3 202317
Legacy Financial Advisors, Inc. 1160.03%0.06%0.11%Q4 2017Q3 202317
Stanley-Laman Group, Ltd. 1520.04%0.17%0.26%Q2 2016Q2 202217
Pacifica Partners Inc. 17170.07%0.08%0.09%Q4 2019Q4 202317
AGF Investments LLC 720.00%0.03%0.17%Q1 2017Q2 202217
Meristem Family Wealth, LLC 17170.06%0.11%0.15%Q1 2018Q1 202217
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 17170.08%0.15%0.37%Q3 2019Q3 202317
Sullivan, Bruyette, Speros & Blaney, LLC 980.02%0.08%0.12%Q4 2016Q1 202117
Bedel Financial Consulting, Inc. 17170.03%0.05%0.10%Q1 2018Q1 202217
TRUSTCORE FINANCIAL SERVICES, LLC 1120.00%0.00%0.01%Q4 2017Q4 202217
Franklin, Parlapiano, Turner & Welch, LLC 17170.01%1.93%2.32%Q1 2016Q1 202017
PERSONAL CFO SOLUTIONS, LLC 17172.26%4.81%10.24%Q3 2019Q3 202317
Column Capital Advisors, LLC 16160.00%0.01%0.03%Q4 2019Q3 202316
DAVIDSON TRUST CO 16160.84%1.05%1.32%Q4 2019Q3 202316
DOWLING & YAHNKE LLC 16160.03%0.06%0.09%Q4 2018Q3 202216
Venture Visionary Partners LLC 16160.07%0.10%0.16%Q4 2019Q3 202316
NovaPoint Capital, LLC 16161.01%1.32%1.76%Q4 2019Q3 202316
SEIZERT CAPITAL PARTNERS, LLC 16160.01%0.17%0.53%Q1 2016Q4 201916
Banque Cantonale Vaudoise 16160.07%0.12%0.20%Q4 2019Q3 202316
Aspen Investment Management Inc 16160.16%0.19%0.21%Q1 2016Q4 201916
Ensign Peak Advisors, Inc 16160.04%0.28%0.40%Q4 2019Q3 202316
Orion Portfolio Solutions, LLC 16160.01%0.04%0.10%Q4 2019Q3 202316
Larson Financial Group LLC 1330.00%0.01%0.04%Q3 2019Q3 202316
Fiduciary Trust Co International of Pennsylvania 16160.10%0.20%0.26%Q2 2016Q1 202016
FIDUCIARY MANAGEMENT INC /WI/ 16162.15%3.23%4.60%Q3 2018Q2 202216
North Star Investment Management Corp. 910.00%0.00%0.00%Q1 2016Q3 202316
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 16160.18%0.24%0.28%Q1 2016Q4 201916
Relyea Zuckerberg Hanson LLC 16160.21%0.36%0.74%Q4 2019Q3 202316
Integrated Wealth Concepts LLC 16160.02%0.03%0.05%Q4 2019Q3 202316
Barry Investment Advisors, LLC 1410.06%0.68%1.00%Q1 2016Q4 202216
HBK Sorce Advisory LLC 930.01%0.03%0.04%Q1 2018Q3 202316
MURPHY CAPITAL MANAGEMENT INC 930.03%0.05%0.08%Q4 2016Q2 202216
Stonebridge Capital Advisors LLC 1150.01%0.01%0.01%Q2 2019Q3 202316
Bayesian Capital Management, LP 810.06%0.23%0.62%Q4 2016Q3 202316
Sugarloaf Wealth Management, LLC 16160.00%0.01%0.01%Q4 2019Q3 202316
Torch Wealth Management LLC 16161.24%1.37%1.53%Q1 2016Q4 201916
AMALGAMATED BANK 970.16%0.20%0.25%Q1 2016Q3 202316
Blackhawk Capital Partners LLC. 1330.39%0.54%0.72%Q4 2018Q3 202316
Atlas Private Wealth Management, LLC 16160.10%0.31%0.48%Q4 2019Q3 202316
Connor, Clark & Lunn Investment Management Ltd. 410.01%0.09%0.28%Q1 2016Q2 202316
abrdn plc 16160.07%0.11%0.16%Q3 2017Q2 202116
Cedar Mountain Advisors, LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
BBVA USA Bancshares, Inc. 970.01%0.04%0.12%Q1 2016Q1 202116
Center for Financial Planning, Inc. 16160.03%0.09%0.13%Q4 2019Q3 202316
EPIQ PARTNERS, LLC 16160.24%0.40%0.58%Q4 2019Q3 202316
QVR LLC 330.00%0.06%0.16%Q1 2021Q3 202216
Sequoia Financial Advisors, LLC 830.01%0.02%0.03%Q1 2017Q3 202316
GUARDIAN LIFE INSURANCE CO OF AMERICA 16160.02%0.03%0.05%Q1 2016Q4 201916
ALTA CAPITAL MANAGEMENT LLC/ 16160.01%1.05%1.88%Q1 2016Q4 201916
Mosaic Family Wealth, LLC 16160.03%0.07%0.11%Q4 2015Q3 201916
MATTERN CAPITAL MANAGEMENT, LLC 16161.07%1.25%1.42%Q4 2019Q3 202316
Providence Capital Advisors, LLC 1310.00%0.00%0.02%Q4 2017Q3 202316
Perigon Wealth Management, LLC 610.01%0.09%0.28%Q3 2011Q3 202316
CYPRESS ASSET MANAGEMENT INC/TX 16160.30%1.21%1.94%Q1 2016Q4 201916
Archford Capital Strategies, LLC 970.00%0.40%0.56%Q4 2015Q4 201916
Ethic Inc. 16160.13%0.28%0.51%Q4 2019Q3 202316
Vestcor Inc 16160.04%0.06%0.08%Q4 2019Q3 202316
LADENBURG THALMANN FINANCIAL SERVICES INC. 16160.02%0.03%0.04%Q1 2016Q4 201916
Morse Asset Management, Inc 1020.07%0.35%0.73%Q1 2017Q2 202216
LEVIN CAPITAL STRATEGIES, L.P. 16160.04%1.52%3.29%Q1 2016Q4 201916
VIKING GLOBAL INVESTORS LP 1410.06%1.86%3.95%Q1 2016Q2 202316
Patriot Financial Group Insurance Agency, LLC 16160.00%0.00%0.00%Q3 2018Q2 202216
EDMOND DE ROTHSCHILD HOLDING S.A. 640.00%0.01%0.03%Q1 2016Q3 202316
Strategic Advisors LLC 920.04%0.10%0.18%Q2 2017Q3 202316
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 16160.00%0.00%0.00%Q4 2019Q3 202316
Edgestream Partners, L.P. 710.02%0.26%0.86%Q3 2016Q3 202316
CABOT WEALTH MANAGEMENT INC 16160.76%1.34%1.79%Q1 2016Q4 201916
EULAV Asset Management 16160.12%0.33%0.45%Q1 2016Q4 201916
Ally Financial Inc. 910.14%0.29%0.64%Q4 2017Q3 202316
FIRST AMERICAN TRUST, FSB 16160.42%1.01%1.69%Q2 2016Q1 202016
Carmichael Hill & Associates, Inc. 16160.05%0.06%0.08%Q4 2019Q3 202316
HARBOR INVESTMENT ADVISORY, LLC 16160.01%0.02%0.03%Q4 2019Q3 202316
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 16160.00%0.12%0.25%Q4 2019Q3 202316
Investment Research & Advisory Group, Inc. 16160.62%1.45%1.90%Q4 2019Q3 202316
Mattern Wealth Management LLC 16160.39%0.56%0.79%Q4 2019Q3 202316
Xact Kapitalforvaltning AB 15150.15%0.27%0.40%Q3 2016Q1 202015
Advisor Group, Inc. 15150.04%0.05%0.08%Q2 2016Q4 201915
TWIN CAPITAL MANAGEMENT INC 1230.10%0.31%0.66%Q1 2016Q3 202315
BOSTON ADVISORS LLC 15150.06%0.09%0.14%Q1 2016Q3 201915
M.D. Sass, Inc. 15150.19%1.93%3.94%Q1 2016Q3 201915
C M BIDWELL & ASSOCIATES LTD 1110.00%0.13%0.52%Q1 2016Q3 202315
Banco Santander, S.A. 1210.00%0.03%0.08%Q4 2016Q3 202315
WILLIAMS JONES & ASSOCIATES LLC 15150.02%0.26%0.42%Q4 2015Q2 201915
ROYAL LONDON ASSET MANAGEMENT LTD 1110.10%0.15%0.25%Q2 2018Q3 202315
Fisher Asset Management, LLC 810.00%0.00%0.00%Q3 2017Q3 202315
SOUTH TEXAS MONEY MANAGEMENT LTD 15150.02%0.03%0.04%Q1 2016Q3 201915
AMERICAN NATIONAL BANK 1110.00%0.02%0.06%Q1 2016Q3 202315
SOUND SHORE MANAGEMENT INC /CT/ 1051.85%2.53%3.15%Q3 2017Q2 202115
Ironwood Investment Counsel, LLC 15150.07%0.08%0.10%Q1 2020Q3 202315
SUNTRUST BANKS INC 15150.04%0.05%0.08%Q1 2016Q3 201915
Geller Advisors LLC 1230.04%0.06%0.13%Q3 2019Q3 202315
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 15150.62%0.77%1.20%Q1 2016Q3 201915
BB&T SECURITIES, LLC 15150.12%0.28%0.42%Q1 2016Q3 201915
Keel Point, LLC 810.02%0.05%0.11%Q2 2016Q3 202315
Marquette Asset Management, LLC 15150.01%0.01%0.01%Q1 2019Q3 202215
SEARLE & CO. 1410.18%0.21%0.23%Q1 2016Q4 201915
MEANS INVESTMENT CO., INC. 1220.04%0.05%0.08%Q3 2019Q3 202315
IndexIQ Advisors LLC 1050.00%0.10%0.19%Q4 2017Q1 202215
Dana Investment Advisors, Inc. 960.01%0.81%1.41%Q2 2016Q3 202315
Welch Group, LLC 1320.01%0.03%0.04%Q4 2017Q3 202315
Fosun International Ltd 1410.01%0.11%0.26%Q3 2018Q3 202315
FCG ADVISORS, LLC 920.05%0.08%0.10%Q2 2016Q3 202015
BRINKER CAPITAL INC 15150.07%0.16%0.27%Q4 2016Q2 202015
MATHER GROUP, LLC. 15150.01%0.22%0.32%Q1 2020Q3 202315
Platform Technology Partners 1050.39%0.61%0.85%Q4 2019Q3 202315
J. W. Coons Advisors, LLC 15150.19%0.31%0.51%Q1 2020Q3 202315
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 15150.04%0.08%0.10%Q1 2020Q3 202315
Citizens National Bank Trust Department 15150.47%0.68%0.92%Q1 2020Q3 202315
MAGNOLIA CAPITAL ADVISORS LLC 15150.19%0.65%2.07%Q4 2019Q2 202315
HERON FINANCIAL GROUP, LLC 15150.14%0.19%0.28%Q4 2019Q2 202315
Illinois Municipal Retirement Fund 1410.14%0.34%0.53%Q4 2019Q3 202315
1776 Wealth LLC 15150.23%0.29%0.41%Q4 2019Q2 202315
HARRELL INVESTMENT PARTNERS, LLC 1320.90%1.39%2.09%Q4 2019Q3 202315
CWS Financial Advisors, LLC 870.30%0.39%0.51%Q4 2019Q3 202315
CVA Family Office, LLC 15150.02%0.05%0.07%Q1 2020Q3 202315
VOLORIDGE INVESTMENT MANAGEMENT, LLC 710.04%0.23%0.76%Q1 2016Q3 202315
Wealth Alliance 15150.10%0.15%0.23%Q1 2020Q3 202315
Financial Management Professionals, Inc. 1410.00%0.01%0.03%Q2 2016Q3 202315
RIVERHEAD CAPITAL MANAGEMENT LLC 15150.01%0.07%0.14%Q1 2016Q3 201915
Vanguard Personalized Indexing Management, LLC 15150.08%0.19%0.52%Q1 2020Q3 202315
Focused Wealth Management, Inc 1010.00%0.01%0.04%Q1 2016Q2 202315
Blume Capital Management, Inc. 1140.01%0.02%0.04%Q3 2017Q3 202315
Municipal Employees' Retirement System of Michigan 1050.04%0.13%0.21%Q1 2016Q4 201915
Old North State Trust, LLC 630.03%0.07%0.12%Q3 2018Q1 202315
Walleye Capital LLC 410.00%0.04%0.18%Q3 2019Q3 202315
HHM Wealth Advisors, LLC 15150.01%0.01%0.02%Q1 2020Q3 202315
HAMEL ASSOCIATES, INC. 15152.08%2.55%2.97%Q1 2020Q3 202315
Arete Wealth Advisors, LLC 820.02%0.07%0.15%Q4 2018Q3 202315
Private Ocean, LLC 1320.00%0.00%0.01%Q3 2017Q2 202215
ExodusPoint Capital Management, LP 720.01%0.07%0.23%Q2 2019Q3 202315
Rossmore Private Capital 1320.05%0.11%0.36%Q4 2017Q3 202315
Mercer Capital Advisers, Inc. 15150.01%0.01%0.03%Q1 2016Q3 201915
Independence Bank of Kentucky 15150.01%0.14%0.26%Q1 2020Q3 202315
Wealthstreet Investment Advisors, LLC 960.02%0.07%0.27%Q4 2017Q1 202215
LAKE STREET ADVISORS GROUP, LLC 15150.02%0.04%0.08%Q4 2017Q2 202115
Bryn Mawr Capital Management, LLC 610.05%0.15%0.31%Q3 2018Q3 202315
OSAIC HOLDINGS, INC. 15150.02%0.04%0.06%Q1 2020Q3 202315
AFFINITY WEALTH MANAGEMENT LLC 950.07%0.13%0.39%Q4 2018Q2 202214
ProVise Management Group, LLC 720.02%0.04%0.05%Q2 2017Q4 202114
Trust Asset Management LLC 1310.03%0.09%0.13%Q2 2018Q3 202314
Rampart Investment Management Company, LLC 14140.06%0.26%0.43%Q1 2017Q2 202014
American Assets Investment Management, LLC 14140.43%0.56%0.64%Q2 2020Q3 202314
AMG National Trust Bank 14140.03%0.03%0.04%Q2 2020Q3 202314
KINGS POINT CAPITAL MANAGEMENT 14140.01%0.01%0.01%Q4 2018Q1 202214
WEALTHSOURCE PARTNERS, LLC 1040.02%0.04%0.08%Q2 2019Q3 202314
AllSquare Wealth Management LLC 1310.01%0.01%0.02%Q1 2017Q3 202014
CAROLINAS WEALTH CONSULTING LLC 14140.00%0.02%0.03%Q2 2020Q3 202314
Laffer Tengler Investments, Inc. 1220.02%0.47%0.97%Q2 2016Q3 202314
First Capital Advisors Group, LLC. 950.28%0.44%0.63%Q4 2016Q2 202314
Aurora Investment Counsel 14140.56%0.84%0.94%Q1 2019Q2 202214
OppenheimerFunds, Inc. 14140.06%0.14%0.24%Q4 2015Q1 201914
Sterling Capital Management LLC 1220.01%0.22%0.62%Q1 2016Q3 201914
AlphaMark Advisors, LLC 1310.00%0.00%0.00%Q2 2016Q1 202014
TRUST CO OF TOLEDO NA /OH/ 950.04%0.07%0.10%Q1 2016Q4 202314
Omnia Family Wealth, LLC 1310.09%0.11%0.16%Q4 2016Q1 202214
Royal Fund Management, LLC 14140.00%0.00%0.01%Q4 2016Q1 202014
Rosenberg Matthew Hamilton 14140.01%0.01%0.02%Q2 2020Q3 202314
Cornerstone Advisors, Inc. 14140.05%0.29%0.49%Q1 2016Q2 201914
GIRARD PARTNERS LTD. 1310.03%0.09%0.20%Q1 2016Q3 202314
QP WEALTH MANAGEMENT, LLC 1210.26%0.38%0.58%Q4 2019Q3 202314
Westside Investment Management, Inc. 860.00%0.00%0.00%Q4 2016Q3 202314
SHINE INVESTMENT ADVISORY SERVICES INC 14140.00%0.08%0.11%Q2 2017Q3 202014
Intercontinental Wealth Advisors, LLC 14140.08%0.11%0.16%Q1 2020Q2 202314
RMR Wealth Builders 710.14%0.27%0.69%Q4 2019Q3 202314
NuWave Investment Management, LLC 510.00%0.63%1.81%Q4 2017Q2 202214
USS Investment Management Ltd 14140.02%0.13%0.24%Q2 2020Q3 202314
Sicart Associates LLC 14140.09%0.14%0.22%Q2 2020Q3 202314
Teza Capital Management LLC 310.14%0.46%1.68%Q4 2017Q3 202314
CHEMICAL BANK 14140.12%0.14%0.15%Q1 2016Q2 201914
THOROUGHBRED FINANCIAL SERVICES, LLC 860.05%0.15%0.24%Q4 2018Q3 202314
GILDER GAGNON HOWE & CO LLC 14140.08%0.19%0.36%Q2 2020Q3 202314
ACIMA PRIVATE WEALTH, LLC 14140.01%0.07%0.14%Q4 2018Q1 202214
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 14140.00%0.00%0.00%Q2 2020Q3 202314
EXCHANGE TRADED CONCEPTS, LLC 1130.00%0.01%0.06%Q4 2019Q4 202314
Dynamic Technology Lab Private Ltd 310.04%0.13%0.24%Q4 2016Q2 202314
JANICZEK WEALTH MANAGEMENT, LLC 14140.01%0.04%0.06%Q2 2020Q3 202314
Roble, Belko & Company, Inc 14140.00%0.01%0.01%Q4 2016Q1 202014
Meiji Yasuda Life Insurance Co 640.01%0.10%0.42%Q1 2016Q3 202314
First City Capital Management, Inc. 14140.11%0.26%0.31%Q2 2020Q3 202314
Edgewood Management 1310.00%0.00%0.00%Q2 2016Q4 201914
OneDigital Investment Advisors LLC 1220.01%0.02%0.04%Q3 2019Q3 202314
COMMONWEALTH BANK OF AUSTRALIA 14140.05%0.06%0.08%Q1 2016Q2 201914
XPONANCE, INC. 14140.05%0.11%0.20%Q2 2020Q3 202314
Jaffetilchin Investment Partners, LLC 810.02%0.06%0.10%Q4 2016Q3 202314
TOWER BRIDGE ADVISORS 770.02%0.03%0.03%Q2 2018Q3 202314
Holloway Wealth Management, LLC 1310.01%0.01%0.02%Q4 2016Q1 202214
Handelsbanken Fonder AB 14140.05%0.10%0.14%Q2 2020Q3 202314
CAMBIAR INVESTORS LLC 14141.16%1.71%2.20%Q2 2020Q3 202314
HYMAN CHARLES D 13130.09%0.11%0.13%Q3 2020Q3 202313
GREENWOOD CAPITAL ASSOCIATES LLC 850.64%0.74%0.83%Q1 2016Q4 201913
Venturi Wealth Management, LLC 710.03%0.04%0.07%Q1 2017Q3 202313
PZENA INVESTMENT MANAGEMENT LLC 910.00%0.04%0.11%Q1 2016Q4 201913
TEACHERS ADVISORS, LLC 13130.26%0.35%0.41%Q1 2016Q1 201913
FOSTER DYKEMA CABOT & CO INC/MA 850.02%0.28%0.72%Q4 2017Q3 202313
HMS Capital Management, LLC 1210.04%0.81%1.56%Q2 2019Q3 202313
DUBUQUE BANK & TRUST CO 1210.01%0.04%0.08%Q2 2016Q3 202313
PACES FERRY WEALTH ADVISORS, LLC 13130.17%0.25%0.35%Q3 2020Q3 202313
SALZHAUER MICHAEL 1010.08%0.11%0.17%Q2 2016Q4 202213
J.W. COLE ADVISORS, INC. 1210.02%0.03%0.05%Q4 2019Q3 202313
Gladstone Institutional Advisory LLC 1030.05%0.12%0.30%Q2 2019Q3 202313
TFC Financial Management, Inc. 13130.01%0.01%0.03%Q3 2020Q3 202313
TRUST DEPARTMENT MB FINANCIAL BANK N A 13130.01%0.01%0.01%Q1 2016Q1 201913
BRANDYWINE OAK PRIVATE WEALTH LLC 760.03%0.05%0.09%Q4 2018Q4 202213
PHH Investments, Ltd. 13130.27%0.37%0.53%Q4 2016Q4 201913
Kestra Advisory Services, LLC 13130.04%0.07%0.10%Q3 2020Q3 202313
SevenBridge Financial Group, LLC 13130.07%0.15%0.25%Q2 2016Q2 201913
THOMPSON DAVIS & CO., INC. 1120.06%0.32%1.65%Q1 2016Q3 202313
SANTA BARBARA ASSET MANAGEMENT, LLC 13131.94%2.06%2.25%Q1 2016Q1 201913
TIAA CREF INVESTMENT MANAGEMENT LLC 13130.24%0.37%0.48%Q1 2016Q1 201913
Legacy Advisors, LLC 710.00%0.04%0.06%Q3 2017Q3 202313
Capital Research Global Investors 1210.02%0.08%0.28%Q2 2018Q3 202313
KESTRA PRIVATE WEALTH SERVICES, LLC 13130.04%0.13%0.23%Q3 2020Q3 202313
Newbridge Financial Services Group, Inc. 13130.01%0.03%0.04%Q3 2020Q3 202313
Moisand Fitzgerald Tamayo, LLC 1010.00%0.01%0.01%Q3 2017Q2 202213
Wealthspire Advisors, LLC 610.00%0.01%0.02%Q4 2018Q3 202313
Shorepoint Capital Partners LLC 940.36%0.56%0.76%Q2 2020Q3 202313
Hexagon Capital Partners LLC 13130.01%0.03%0.06%Q3 2020Q3 202313
ESSEX INVESTMENT MANAGEMENT CO LLC 13130.01%0.02%0.02%Q4 2018Q4 202113
Berkshire Bank 13130.69%0.99%1.28%Q3 2020Q3 202313
HRT FINANCIAL LP 310.00%0.15%1.09%Q2 2017Q2 202313
Lenox Wealth Management, Inc. 13130.03%0.06%0.08%Q2 2017Q2 202013
BANQUE PICTET & CIE SA 1210.00%0.03%0.05%Q4 2019Q3 202313
QUEST CAPITAL MANAGEMENT INC /ADV 13130.17%0.27%0.39%Q4 2018Q4 202113
USA FINANCIAL FORMULAS 610.00%0.24%0.89%Q2 2016Q3 202313
Convergence Investment Partners, LLC 1210.02%0.15%0.23%Q1 2018Q3 202313
BOYAR ASSET MANAGEMENT INC. 13130.22%0.38%0.68%Q3 2020Q3 202313
PACIFIC CAPITAL WEALTH ADVISORS, INC 910.06%0.09%0.19%Q4 2019Q3 202313
Essex Savings Bank 850.07%0.11%0.14%Q4 2018Q3 202313
NatWest Group plc 1120.06%0.17%0.26%Q4 2019Q1 202313
Stevens First Principles Investment Advisors 13130.02%0.05%0.07%Q2 2016Q2 201913
Goodman Financial Corp 13132.72%3.15%3.50%Q2 2016Q2 201913
TRUE Private Wealth Advisors 13130.00%0.05%0.10%Q4 2017Q4 202013
Pacer Advisors, Inc. 1210.00%0.05%0.13%Q2 2018Q3 202313
First Financial Bank - Trust Division 1010.02%0.03%0.03%Q2 2020Q4 202313
AlphaCrest Capital Management LLC 940.02%0.18%0.49%Q2 2019Q3 202213
Engineers Gate Manager LP 610.01%0.17%0.43%Q4 2016Q3 202313
COOKSON PEIRCE & CO INC 940.03%0.60%1.08%Q1 2016Q3 202313
NVWM, LLC 910.00%0.09%0.34%Q4 2017Q3 202313
Principle Wealth Partners LLC 1210.01%0.06%0.08%Q2 2020Q3 202313
Pictet North America Advisors SA 1210.02%0.15%0.36%Q4 2019Q3 202313
HL FINANCIAL SERVICES LLC 13130.00%0.01%0.03%Q1 2016Q1 201913
Magnetar Financial LLC 210.01%0.02%0.07%Q2 2016Q2 202313
Bridgewater Associates 710.01%0.09%0.24%Q3 2017Q2 202313
Meridian Wealth Management, LLC 1210.01%0.04%0.05%Q2 2019Q3 202313
Knights of Columbus Asset Advisors LLC 13130.22%1.21%1.90%Q1 2017Q1 202013
IEQ CAPITAL, LLC 1120.03%0.12%0.20%Q4 2019Q3 202313
Valley Brook Capital Group, Inc. 12120.34%0.43%0.51%Q4 2020Q3 202312
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 12120.01%0.02%0.02%Q4 2020Q3 202312
Tidal Investments LLC 12120.02%0.05%0.09%Q4 2020Q3 202312
Siemens Fonds Invest GmbH 12120.22%0.35%0.47%Q4 2020Q3 202312
PhiloSmith Capital Corp 845.61%6.28%6.71%Q4 2016Q2 202112
Neuburgh Advisers LLC 12120.05%0.09%0.20%Q4 2016Q3 201912
Apollon Wealth Management, LLC 1110.02%0.10%0.17%Q2 2020Q3 202312
Glen Harbor Capital Management LLC 12120.02%0.03%0.06%Q4 2016Q3 201912
Gulf International Bank (UK) Ltd 12120.21%0.27%0.35%Q4 2020Q3 202312
Stuart Chaussee & Associates, Inc. 12120.01%0.01%0.04%Q1 2017Q4 201912
FARMERS TRUST CO 750.08%0.77%1.40%Q1 2016Q3 202312
TECTONIC ADVISORS LLC 12120.03%0.05%0.06%Q4 2020Q3 202312
WealthShield Partners, LLC 810.04%0.16%0.26%Q1 2020Q3 202312
Price Wealth, LLC 12120.00%0.17%0.30%Q4 2017Q3 202012
Main Street Financial Solutions, LLC 12120.25%0.29%0.37%Q4 2020Q3 202312
Virtu Financial LLC 210.02%0.10%0.24%Q1 2016Q2 202312
Berman Capital Advisors, LLC 12120.01%0.03%0.04%Q4 2018Q3 202112
MITCHELL & PAHL PRIVATE WEALTH, LLC 12120.40%0.63%0.86%Q4 2020Q3 202312
Biltmore Family Office, LLC 1110.15%0.33%0.39%Q4 2017Q4 202112
Hunter Perkins Capital Management, LLC 12120.58%2.10%4.19%Q4 2020Q3 202312
Stokes Family Office, LLC 12120.05%0.08%0.10%Q4 2020Q3 202312
Merrion Investment Management Co, LLC 12120.30%0.43%0.57%Q4 2020Q3 202312
MADISON INVESTMENT HOLDINGS INC 12120.15%0.23%0.31%Q4 2016Q3 201912
Polar Capital Holdings Plc 12120.75%1.13%1.94%Q4 2020Q3 202312
Flinton Capital Management LLC 12120.04%0.07%0.16%Q4 2016Q3 201912
EASTERN BANK 1110.02%0.28%1.56%Q1 2016Q2 201912
Valmark Advisers, Inc. 12120.02%0.02%0.03%Q4 2020Q3 202312
Exeter Financial, LLC 12120.14%0.28%0.65%Q4 2020Q3 202312
INTACT INVESTMENT MANAGEMENT INC. 750.02%0.02%0.03%Q1 2017Q2 202212
CSat Investment Advisory, L.P. 12120.00%0.02%0.04%Q2 2018Q1 202112
Westover Capital Advisors, LLC 840.12%0.27%0.36%Q3 2016Q1 202312
Atlantic Union Bankshares Corp 810.02%0.03%0.03%Q2 2019Q3 202312
Kavar Capital Partners, LLC 12120.10%0.24%1.36%Q1 2017Q4 201912
TIEDEMANN ADVISORS, LLC 710.01%0.05%0.12%Q3 2016Q4 202012
Stillwater Capital Advisors, LLC 12122.56%3.17%3.64%Q1 2016Q4 201812
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.01%0.07%0.13%Q4 2018Q3 202112
CERTUITY, LLC 710.06%0.09%0.14%Q4 2019Q3 202312
Brown Miller Wealth Management, LLC 12120.82%1.12%1.45%Q4 2020Q3 202312
TRANSCEND CAPITAL ADVISORS, LLC 910.03%0.08%0.11%Q4 2019Q3 202312
Cetera Investment Advisers 12120.01%0.02%0.04%Q4 2020Q3 202312
Kesler, Norman & Wride, LLC 12120.80%1.18%1.62%Q4 2020Q3 202312
Arjuna Capital 810.10%0.34%0.85%Q4 2017Q2 202312
Tyers Asset Management LLC 12120.03%0.06%0.13%Q4 2016Q3 201912
Johnson Financial Group, Inc. 1110.00%0.01%0.02%Q1 2020Q3 202312
LAKE STREET PRIVATE WEALTH, LLC 840.05%0.14%0.28%Q2 2019Q3 202312
LIBERTY WEALTH MANAGEMENT LLC 12120.01%0.01%0.03%Q4 2018Q3 202112
Rede Wealth, LLC 12120.14%0.17%0.19%Q4 2020Q3 202312
Journey Advisory Group, LLC 12120.18%0.54%0.81%Q4 2020Q3 202312
Heron Bay Capital Management 12120.08%0.15%0.21%Q4 2020Q3 202312
Phoenix Wealth Advisors 12120.03%1.29%3.02%Q4 2020Q3 202312
Key FInancial Inc 12120.00%0.01%0.02%Q4 2020Q3 202312
Annapolis Financial Services, LLC 12120.01%0.01%0.02%Q4 2020Q3 202312
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 710.01%0.05%0.18%Q1 2020Q3 202312
Aaron Wealth Advisors LLC 12120.15%0.42%0.61%Q4 2020Q3 202312
Clearview Wealth Advisors LLC 12120.18%0.31%0.47%Q4 2020Q3 202312
GoodHaven Capital Management 12120.40%0.63%1.26%Q4 2020Q3 202312
MinichMacGregor Wealth Management, LLC 12120.00%0.12%1.42%Q1 2016Q4 201812
LOEB PARTNERS CORP 12120.51%1.22%1.62%Q1 2016Q4 201812
WASHINGTON TRUST BANK 12120.00%0.01%0.02%Q2 2016Q1 201912
Northeast Financial Consultants Inc 410.02%0.04%0.15%Q1 2016Q1 202312
BAHL & GAYNOR INC 12120.01%0.01%0.02%Q4 2015Q3 201812
CoreFirst Bank & Trust 12120.07%0.09%0.12%Q4 2020Q3 202312
RWA WEALTH PARTNERS, LLC 310.01%0.02%0.04%Q1 2017Q3 202312
Highlander Capital Management, LLC 1020.02%0.07%0.29%Q2 2016Q3 202312
First Trust Direct Indexing L.P. 12120.21%0.27%0.34%Q4 2020Q3 202312
SIMON QUICK ADVISORS, LLC 840.00%0.02%0.05%Q3 2017Q3 202012
Main Street Research LLC 840.04%0.78%2.87%Q1 2016Q3 202312
Aptus Capital Advisors, LLC 1020.01%0.10%0.24%Q4 2019Q3 202312
Quantbot Technologies LP 310.01%0.19%0.86%Q1 2016Q3 202312
Laurion Capital Management LP 210.00%0.05%0.28%Q1 2016Q1 202212
Osborn Williams & Donohoe LLC 12120.04%0.10%0.20%Q2 2017Q1 202012
Grantham, Mayo, Van Otterloo & Co. LLC 420.00%0.01%0.13%Q1 2016Q3 202312
Legacy Wealth Asset Management, LLC 12120.21%0.35%0.44%Q4 2020Q3 202312
AAFMAA Wealth Management & Trust LLC 12121.82%2.42%3.14%Q4 2020Q3 202312
STRALEM & CO INC 12122.07%2.31%2.90%Q1 2016Q4 201812
Vest Financial, LLC 12121.05%1.49%1.72%Q4 2020Q3 202312
Truehand, Inc 12120.00%0.00%0.00%Q4 2018Q3 202112
Columbia Asset Management 660.06%0.18%0.26%Q3 2020Q3 202312
Elo Mutual Pension Insurance Co 12120.16%0.20%0.24%Q4 2020Q3 202312
RITHOLTZ WEALTH MANAGEMENT 12120.02%0.04%0.07%Q4 2020Q3 202312
McQueen, Ball & Associates Inc. 12120.34%0.40%0.45%Q1 2016Q4 201812
JONES FINANCIAL COMPANIES LLLP 12120.00%0.00%0.00%Q4 2020Q3 202312
OneAscent Financial Services LLC 610.12%0.23%0.59%Q2 2019Q4 202212
SOA Wealth Advisors, LLC. 12120.01%0.01%0.03%Q4 2020Q3 202312
CIM INVESTMENT MANAGEMENT INC 1110.13%0.23%0.30%Q2 2017Q3 202312
WealthTrust-Arizona, LLC 12120.04%0.04%0.04%Q1 2016Q4 201812
Grove Bank & Trust 840.03%0.09%0.21%Q1 2016Q3 202312
Clear Harbor Asset Management, LLC 1110.02%0.13%0.17%Q2 2020Q3 202312
Unified Trust Company, N.A. 12121.36%1.91%2.48%Q4 2018Q3 202112
BECK MACK & OLIVER LLC 12120.01%0.02%0.12%Q1 2016Q4 201812
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV 12120.17%0.20%0.27%Q4 2020Q3 202312
CADENCE BANK NA 710.06%0.10%0.14%Q2 2016Q2 202212
ENCOMPASS WEALTH ADVISORS, LLC 12120.09%0.17%0.27%Q4 2020Q3 202312
MATRIX ASSET ADVISORS INC/NY 12121.03%1.65%2.19%Q1 2016Q4 201812
Parcion Private Wealth LLC 12120.18%0.34%0.69%Q4 2019Q3 202212
Family Management Corp 1010.06%0.08%0.11%Q4 2019Q3 202311
Concord Wealth Partners 740.00%0.03%0.06%Q4 2020Q3 202311
Freedom Investment Management, Inc. 11110.03%0.07%0.21%Q1 2021Q3 202311
Mariner Wealth Advisors-Cincinnati, LLC 11110.41%0.51%0.61%Q1 2016Q3 201811
Spectrum Management Group, LLC 1010.01%0.01%0.02%Q1 2016Q4 201911
Marcum Wealth, LLC 11110.05%0.09%0.11%Q1 2021Q3 202311
Whitnell & Co. 11110.07%0.13%0.18%Q2 2017Q4 201911
Arden Trust Co 11110.04%0.05%0.08%Q3 2019Q1 202211
Realta Investment Advisors 810.03%0.05%0.07%Q1 2019Q2 202311
Liberty Mutual Group Asset Management Inc. 11110.05%0.12%0.18%Q1 2016Q3 201811
Mach-1 Financial Group, LLC 830.00%0.25%0.89%Q4 2020Q3 202311
Willingdon Wealth Management 11110.00%0.05%0.08%Q3 2017Q1 202011
WEALTHFRONT Corp 11110.01%0.02%0.03%Q1 2016Q3 201811
CI Global Investments Inc. 11110.81%3.50%6.15%Q1 2016Q3 201811
Edge Capital Group, LLC 910.02%0.02%0.03%Q4 2018Q3 202311
SITTNER & NELSON, LLC 11110.00%0.00%0.00%Q1 2021Q3 202311
SkyView Investment Advisors, LLC 11110.13%0.28%0.40%Q4 2020Q2 202311
Point72 Europe (London) LLP 1010.33%3.18%6.31%Q3 2020Q3 202311
9258 Wealth Management, LLC 1010.06%0.07%0.09%Q4 2020Q3 202311
Spire Wealth Management 11110.01%0.02%0.04%Q1 2021Q3 202311
SlateStone Wealth, LLC 740.06%0.15%0.62%Q1 2019Q3 202311
KB FINANCIAL PARTNERS, LLC 11110.01%0.14%0.22%Q1 2021Q3 202311
REDW Wealth LLC 11110.18%0.50%0.78%Q1 2021Q3 202311
ADAMS DIVERSIFIED EQUITY FUND, INC. 920.59%0.95%1.31%Q1 2016Q3 202311
TWO SIGMA ADVISERS, LP 310.00%0.01%0.03%Q1 2018Q3 202311
Randolph Co Inc 11113.01%3.97%5.05%Q1 2016Q3 201811
Nachman Norwood & Parrott, Inc 11110.05%0.10%0.14%Q4 2018Q2 202111
CAPITAL GUARDIAN TRUST CO 11110.73%0.86%1.05%Q4 2016Q2 201911
BENJAMIN EDWARDS INC 920.02%0.06%0.09%Q1 2019Q3 202311
NORTHWEST INVESTMENT COUNSELORS, LLC 810.00%0.00%0.01%Q3 2019Q3 202311
CAPITAL ONE, NATIONAL ASSOCIATION 1010.03%0.04%0.06%Q1 2016Q4 201911
Birch Hill Investment Advisors LLC 710.02%0.02%0.03%Q1 2016Q1 201911
Van Hulzen Asset Management, LLC 830.02%0.08%0.44%Q4 2019Q3 202311
Beacon Pointe Advisors, LLC 11110.02%0.06%0.11%Q1 2021Q3 202311
Cornerstone Wealth Management, LLC 310.00%0.06%0.18%Q3 2016Q3 202311
COMERICA SECURITIES INC 11110.08%0.09%0.13%Q2 2016Q4 201811
Altium Wealth Management LLC 740.03%0.12%0.22%Q1 2019Q2 202211
Weiss Multi-Strategy Advisers LLC 410.02%0.22%0.65%Q4 2017Q3 202311
ClariVest Asset Management LLC 1010.00%0.00%0.00%Q1 2016Q3 202311
West Branch Capital LLC 1010.04%0.13%0.92%Q1 2018Q3 202311
First Dallas Securities Inc. 11110.15%0.22%0.29%Q1 2021Q3 202311
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 520.01%0.52%1.93%Q3 2017Q2 202311
ARS Investment Partners, LLC 11110.18%0.26%0.36%Q1 2016Q3 201811
CANANDAIGUA NATIONAL CORP 11110.29%0.35%0.40%Q2 2020Q4 202211
Elmwood Wealth Management, Inc. 710.00%0.01%0.03%Q1 2018Q4 202111
Delphi Private Advisors LLC 11110.04%0.05%0.07%Q1 2016Q3 201811
Leisure Capital Management 410.11%0.17%0.22%Q1 2017Q3 202311
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 11110.04%0.06%0.08%Q1 2021Q3 202311
PRIMECAP MANAGEMENT CO/CA/ 11110.00%0.01%0.02%Q1 2016Q3 201811
Hodges Capital Management Inc. 11110.08%0.19%0.28%Q1 2021Q3 202311
MCDONALD PARTNERS LLC 740.12%0.23%0.35%Q4 2020Q3 202311
Amundi 10100.00%0.21%0.30%Q2 2021Q3 202311
OPSEU Pension Plan Trust Fund 11110.44%0.60%0.76%Q1 2020Q3 202211
Farmers National Bank 920.21%0.32%0.44%Q2 2016Q2 201911
GRIMES & COMPANY, INC. 11110.01%0.02%0.02%Q1 2021Q3 202311
EAGLE ASSET MANAGEMENT INC 11110.00%0.27%0.55%Q2 2019Q4 202111
MARSHALL WACE, LLP 310.00%0.04%0.19%Q4 2018Q2 202311
JAMES INVESTMENT RESEARCH INC 920.00%0.23%0.75%Q1 2016Q2 202011
Bigelow Investment Advisors, LLC 910.12%0.20%0.40%Q4 2017Q4 202011
Westhampton Capital, LLC 11110.28%0.42%0.50%Q1 2021Q3 202311
Moloney Securities Asset Management, LLC 910.04%0.06%0.08%Q2 2020Q3 202311
Cito Capital Group, LLC 11110.22%0.28%0.36%Q1 2021Q3 202311
FIRST MIDWEST BANK TRUST DIVISION 650.03%0.04%0.05%Q1 2016Q3 201911
TRUEWEALTH LLC 11110.05%0.08%0.11%Q4 2017Q2 202011
WADE G W & INC 11110.01%0.02%0.03%Q1 2021Q3 202311
FIRST INTERSTATE BANK 11110.00%0.03%0.14%Q2 2016Q4 201811
AMI INVESTMENT MANAGEMENT INC 11110.13%0.34%0.55%Q2 2020Q4 202211
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 520.02%0.12%0.27%Q1 2018Q3 202311
BAR HARBOR TRUST SERVICES 11110.00%0.31%0.51%Q4 2019Q2 202211
Grisanti Capital Management LLC 11113.45%4.90%7.12%Q2 2016Q4 201811
Avantax Planning Partners, Inc. 910.01%0.01%0.02%Q1 2018Q2 202311
Sciencast Management LP 310.14%0.48%0.98%Q2 2016Q4 202111
CONNABLE OFFICE INC 650.19%0.25%0.36%Q2 2017Q1 202011
ALERUS FINANCIAL NA 11110.03%0.34%0.77%Q1 2021Q3 202311
BOYS ARNOLD & CO INC 650.03%0.05%0.08%Q2 2017Q1 202011
Prana Capital Management, LP 510.12%2.41%7.02%Q2 2018Q2 202311
SYMPHONY ASSET MANAGEMENT LLC 11110.14%0.28%0.41%Q4 2015Q2 201811
Mitsubishi UFJ Asset Management (UK) Ltd. 610.04%1.27%2.50%Q2 2017Q3 202311
Arkadios Wealth Advisors 830.00%0.01%0.03%Q4 2019Q3 202311
Livforsakringsbolaget Skandia, Omsesidigt 11110.20%0.33%0.39%Q1 2016Q3 201811
Sound Financial Strategies Group, LLC 510.27%0.48%0.91%Q4 2019Q3 202311
RAND WEALTH, LLC 11110.09%0.10%0.13%Q1 2016Q3 201811
Heritage Wealth Advisors 810.00%0.01%0.01%Q4 2019Q3 202310
First Affirmative Financial Network 10100.24%0.39%0.56%Q3 2021Q4 202310
Summit Financial, LLC 10100.03%0.11%0.14%Q2 2021Q3 202310
Summit Trail Advisors, LLC 640.01%0.10%0.72%Q4 2017Q3 202310
Eudaimonia Partners, LLC 820.04%0.08%0.13%Q4 2019Q2 202210
EP Wealth Advisors, LLC 640.01%0.01%0.02%Q1 2021Q3 202310
Arlington Partners LLC 420.00%0.01%0.02%Q1 2020Q3 202310
Zions Bancorporation 820.00%0.01%0.04%Q1 2016Q3 201810
CATAWBA CAPITAL MANAGEMENT /VA 10100.66%0.75%0.81%Q1 2016Q2 201810
GSB Wealth Management, LLC 820.14%0.18%0.24%Q1 2021Q3 202310
1834 INVESTMENT ADVISORS CO 310.00%0.18%0.67%Q4 2016Q3 202310
Taylor Wealth Management Partners 820.01%0.01%0.02%Q1 2016Q4 201810
Vontobel Holding Ltd. 10100.02%0.06%0.24%Q2 2021Q3 202310
Eagle Ridge Investment Management 820.03%0.41%2.01%Q1 2018Q3 202310
CHILDRESS CAPITAL ADVISORS, LLC 910.08%0.12%0.16%Q4 2020Q3 202310
Capula Management Ltd 210.00%0.09%0.23%Q4 2020Q1 202310
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 640.06%0.13%0.36%Q4 2020Q2 202310
HERMES INVESTMENT MANAGEMENT LTD 10100.68%1.19%1.59%Q1 2016Q2 201810
Paradigm Financial Partners, LLC 630.00%0.40%0.64%Q4 2018Q3 202310
RELIANCE TRUST CO OF DELAWARE 410.06%0.10%0.19%Q1 2016Q1 201910
Voit & Company, LLC 770.00%1.82%3.21%Q4 2018Q2 202010
STEVENS CAPITAL MANAGEMENT LP 310.06%0.35%0.93%Q3 2016Q2 202310
Financial & Tax Architects, LLC 640.08%0.14%0.21%Q1 2021Q3 202310
ASSET ADVISORS CORP 10100.24%0.72%0.84%Q1 2016Q2 201810
Stratos Wealth Advisors, LLC 10100.04%0.08%0.12%Q2 2021Q3 202310
Financial Engines Advisors L.L.C. 910.00%0.00%0.00%Q1 2017Q3 202110
San Luis Wealth Advisors LLC 910.14%0.81%2.33%Q4 2020Q3 202310
ALTFEST L J & CO INC 910.03%0.50%1.08%Q4 2016Q3 202310
X-Square Capital, LLC 10100.11%0.30%0.40%Q2 2021Q3 202310
Lumature Wealth Partners, LLC 10100.03%0.10%0.16%Q1 2021Q2 202310
Zurich Insurance Group Ltd/FI 610.22%0.32%0.87%Q2 2017Q3 202310
FIDUCIARY TRUST INTERNATIONAL LLC 510.11%0.18%0.22%Q1 2016Q2 202010
EXENCIAL WEALTH ADVISORS, LLC 820.02%0.03%0.08%Q1 2021Q3 202310
Point72 Middle East FZE 440.00%0.09%0.48%Q4 2022Q3 202310
44 WEALTH MANAGEMENT LLC 10100.11%0.12%0.13%Q1 2021Q2 202310
B. Riley Wealth Management, Inc. 10100.00%0.06%0.08%Q1 2020Q2 202210
GPS Wealth Strategies Group, LLC 730.02%0.03%0.04%Q1 2021Q3 202310
Tradewinds Capital Management, LLC 10100.00%0.01%0.02%Q2 2021Q3 202310
Bank of New Hampshire 10100.08%0.10%0.13%Q2 2021Q3 202310
PRINCETON CAPITAL MANAGEMENT LLC 730.03%0.43%1.42%Q2 2016Q3 201910
Avion Wealth 730.00%0.00%0.01%Q1 2020Q3 202310
DUALITY ADVISERS, LP 310.18%0.40%0.78%Q2 2019Q2 202310
Atlas Brown,Inc. 10100.07%0.19%0.42%Q4 2015Q1 201810
ROTHSCHILD & CO ASSET MANAGEMENT US INC. 10100.58%0.79%0.98%Q2 2016Q3 201810
EXCALIBUR MANAGEMENT CORP 710.10%0.11%0.13%Q4 2020Q3 202310
Kore Private Wealth LLC 430.02%0.05%0.12%Q4 2018Q3 202110
Evolution Wealth Advisors, LLC 10100.00%0.00%0.01%Q2 2019Q3 202110
Cipher Capital LP 210.02%0.38%1.05%Q1 2016Q2 202310
Baldwin Investment Management, LLC 10100.12%0.15%0.19%Q2 2021Q3 202310
Advisors Capital Management, LLC 10100.01%0.01%0.02%Q2 2021Q3 202310
ASAHI LIFE ASSET MANAGEMENT CO., LTD. 620.08%0.34%0.92%Q1 2019Q3 202310
NewEdge Wealth, LLC 710.02%0.16%0.73%Q4 2020Q3 202310
C-J Advisory, Inc. 10100.02%0.03%0.04%Q3 2016Q4 201810
Cornerstone Advisors, LLC 820.04%0.16%0.26%Q4 2019Q3 202310
EMFO, LLC 10100.02%0.02%0.03%Q2 2021Q3 202310
Town & Country Bank & Trust CO dba First Bankers Trust CO 10100.18%0.51%0.75%Q2 2021Q3 202310
180 WEALTH ADVISORS, LLC 10100.22%0.35%0.58%Q4 2017Q1 202010
Janney Capital Management LLC 610.02%0.48%0.65%Q1 2016Q3 202310
AIGEN INVESTMENT MANAGEMENT, LP 810.06%0.39%0.90%Q1 2020Q2 202310
NEEDELMAN ASSET MANAGEMENT INC 10101.95%2.55%3.04%Q1 2016Q2 201810
Ziegler Capital Management, LLC 820.02%0.14%0.33%Q1 2020Q3 202310
ACCURATE INVESTMENT SOLUTIONS, INC. 10100.00%0.01%0.02%Q1 2016Q2 201810
First Bank & Trust 610.00%0.02%0.04%Q4 2017Q2 202210
West Family Investments, Inc. 10100.07%0.10%0.13%Q2 2021Q3 202310
Deseret Mutual Benefit Administrators 10100.06%0.10%0.17%Q2 2021Q3 202310
Canvas Wealth Advisors, LLC 10100.09%0.29%0.62%Q1 2021Q2 202310
Bruderman Asset Management, LLC 510.01%0.02%0.08%Q1 2016Q1 201910
Global X Management CO LLC 10100.00%0.01%0.02%Q1 2016Q2 201810
ACCIDENT COMPENSATION CORP 10100.13%0.49%0.75%Q3 2016Q4 201810
RATIONAL ADVISORS LLC 510.00%0.03%0.10%Q1 2018Q4 202210
HARBOUR INVESTMENTS, INC. 640.01%0.01%0.02%Q1 2021Q3 202310
PREMIER ASSET MANAGEMENT LLC 10100.06%0.21%0.36%Q3 2020Q4 202210
PRIVATE CAPITAL MANAGEMENT LLC 720.29%0.34%0.40%Q1 2020Q2 20229
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 410.01%0.09%0.37%Q4 2016Q3 20239
Centiva Capital, LP 630.01%0.03%0.06%Q1 2021Q2 20239
SOLARIS ASSET MANAGEMENT LLC 991.12%2.33%2.79%Q1 2016Q1 20189
Mitsubishi UFJ Securities Holdings Co., Ltd. 810.01%0.10%0.50%Q1 2016Q3 20189
Castleview Partners, LLC 610.02%0.09%0.21%Q1 2018Q3 20239
RFG Advisory, LLC 540.01%0.04%0.08%Q2 2019Q3 20239
Boit C F David 541.81%2.06%2.39%Q2 2021Q3 20239
ALPS ADVISORS INC 810.00%0.02%0.04%Q1 2018Q3 20239
Peregrine Asset Advisers, Inc. 510.12%0.67%2.48%Q1 2016Q1 20229
BENEDICT FINANCIAL ADVISORS INC 991.07%1.26%1.46%Q3 2021Q3 20239
QUANTUM CAPITAL MANAGEMENT 990.03%0.05%0.06%Q1 2016Q1 20189
BRIDGES INVESTMENT MANAGEMENT INC 990.03%0.11%0.17%Q1 2018Q1 20209
Choate Investment Advisors 720.02%0.02%0.03%Q1 2016Q3 20239
FORA Capital, LLC 310.00%0.41%1.04%Q4 2019Q2 20239
J.Safra Asset Management Corp 720.00%0.05%0.32%Q1 2016Q3 20239
GUARDIAN CAPITAL LP 990.00%0.10%0.18%Q1 2016Q1 20189
Ninety One UK Ltd 990.01%0.03%0.07%Q4 2019Q4 20219
Machina Capital S.A.S. 510.29%0.69%1.22%Q4 2019Q3 20239
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC 990.29%0.31%0.33%Q1 2016Q1 20189
Taylor Hoffman Wealth Management 990.01%0.01%0.01%Q4 2017Q4 20199
WOLFF WIESE MAGANA LLC 990.00%0.01%0.01%Q4 2020Q4 20229
CORNERSTONE ADVISORS INC 810.06%0.31%0.40%Q4 2015Q1 20199
Horizon Investment Services, LLC 991.17%2.21%3.11%Q3 2021Q3 20239
Busey Bank 810.00%0.04%0.05%Q1 2016Q4 20199
IBEX WEALTH ADVISORS 610.13%0.32%0.60%Q3 2016Q1 20239
ARGENT TRUST Co 990.24%0.30%0.35%Q1 2016Q1 20189
Daiwa SB Investments Ltd. 810.04%0.05%0.06%Q1 2016Q3 20189
EQUITABLE TRUST CO 810.02%0.53%0.64%Q2 2018Q3 20239
U.S. Capital Wealth Advisors, LLC 990.07%0.08%0.10%Q3 2021Q3 20239
JACOBS LEVY EQUITY MANAGEMENT, INC 410.00%0.03%0.08%Q3 2016Q1 20229
HALBERT HARGROVE GLOBAL ADVISORS, LLC 720.01%0.03%0.08%Q1 2016Q1 20239
D'Orazio & Associates, Inc. 990.01%0.01%0.01%Q3 2019Q3 20219
PhiloSmith Capital Corp 996.34%7.14%7.66%Q3 2021Q3 20239
DENVER INVESTMENT ADVISORS LLC 990.07%0.11%0.13%Q1 2016Q1 20189
NEW VERNON INVESTMENT MANAGEMENT LLC 995.11%6.79%7.82%Q3 2021Q3 20239
Westbourne Investment Advisors, Inc. 990.90%1.27%1.57%Q3 2021Q3 20239
Eagle Bay Advisors LLC 630.00%0.05%0.14%Q2 2021Q3 20239
Ranch Capital Advisors Inc. 990.08%0.12%0.26%Q3 2019Q3 20219
PARTHENON LLC 990.03%0.04%0.04%Q3 2021Q3 20239
BREMER TRUST NATIONAL ASSOCIATION 810.01%0.09%0.14%Q1 2016Q4 20189
Regent Peak Wealth Advisors LLC 410.05%0.08%0.13%Q4 2019Q3 20239
Bogart Wealth, LLC 990.00%0.00%0.00%Q4 2020Q4 20229
ATTICUS WEALTH MANAGEMENT, LLC 810.00%0.01%0.01%Q4 2019Q3 20239
Capital Group Private Client Services, Inc. 990.50%1.00%1.27%Q3 2021Q3 20239
EXXONMOBIL INVESTMENT MANAGEMENT INC /TX 990.28%0.31%0.33%Q1 2016Q1 20189
Modera Wealth Management, LLC 810.01%0.02%0.04%Q2 2019Q3 20239
Pearl River Capital, LLC 310.08%0.34%1.27%Q3 2020Q3 20239
Integrated Advisors Network LLC 990.01%0.02%0.02%Q3 2021Q3 20239
10-15 ASSOCIATES, INC. 992.00%2.31%2.56%Q3 2018Q3 20209
TIAA, FSB 510.00%0.02%0.05%Q3 2017Q2 20239
Spot Trading L.L.C 310.00%0.02%0.09%Q1 2016Q1 20179
MAIRS & POWER INC 510.00%0.00%0.01%Q3 2016Q3 20239
WC Walker & Associates, Inc. 991.21%1.49%1.78%Q4 2020Q4 20229
OUTFITTER FINANCIAL LLC 990.37%0.43%0.49%Q4 2020Q4 20229
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 610.00%0.08%0.11%Q3 2020Q3 20239
TOEWS CORP /ADV 310.08%0.46%0.82%Q2 2016Q3 20239
CFS Investment Advisory Services, LLC 410.05%0.32%0.55%Q4 2020Q3 20239
Addison Advisors LLC 810.01%0.01%0.03%Q4 2020Q3 20239
QUEST INVESTMENT MANAGEMENT LLC 510.26%1.23%1.96%Q4 2016Q4 20229
CFO4Life Group, LLC 990.14%0.16%0.18%Q3 2021Q3 20239
Summit X, LLC 990.12%0.15%0.18%Q1 2018Q1 20209
GRATRY & Co LLC 992.02%2.79%3.58%Q1 2016Q1 20189
Philadelphia Financial Management of San Francisco, LLC 311.57%2.50%6.28%Q1 2016Q3 20239
Cerro Pacific Wealth Advisors LLC 810.27%0.39%0.59%Q4 2020Q1 20239
Windsor Wealth Management, Inc. 720.08%0.13%0.19%Q4 2018Q1 20229
Avestar Capital, LLC 710.01%0.02%0.04%Q4 2017Q3 20239
Dakota Wealth Management 630.02%0.05%0.10%Q2 2018Q3 20239
Northstar Group, Inc. 310.05%0.07%0.09%Q2 2019Q3 20239
BESSEMER SECURITIES LLC 990.20%0.32%0.46%Q4 2018Q4 20209
Quaker Wealth Management, LLC 990.10%0.13%0.24%Q3 2021Q3 20239
Qtron Investments LLC 990.12%0.25%0.32%Q3 2021Q3 20239
Allegis Investment Advisors, LLC 990.16%0.24%0.28%Q1 2016Q1 20189
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC 410.05%0.89%2.55%Q2 2019Q3 20239
NorthRock Partners, LLC 810.02%0.03%0.04%Q4 2019Q3 20239
ARBOR TRUST WEALTH ADVISORS, LLC 410.12%0.14%0.18%Q4 2019Q3 20239
Alphinity Investment Management Pty Ltd 720.01%4.02%7.28%Q4 2017Q3 20239
Hirtle Callaghan & Co LLC 990.00%0.03%0.08%Q4 2016Q4 20189
STONNINGTON GROUP, LLC 990.05%0.30%0.82%Q1 2021Q1 20239
DCM Advisors, LLC 880.13%0.18%0.22%Q4 2021Q3 20238
Brookfield Asset Management 610.00%0.04%0.11%Q3 2020Q2 20238
Roof Eidam Maycock Peralta, LLC 530.35%0.52%0.76%Q2 2016Q4 20228
Soros Fund Management 880.13%0.19%0.32%Q1 2018Q4 20198
FARR MILLER & WASHINGTON LLC/DC 710.02%0.03%0.05%Q4 2015Q4 20178
DREMAN VALUE MANAGEMENT, L L C 440.00%0.19%0.72%Q1 2016Q1 20188
CORNERCAP INVESTMENT COUNSEL INC 410.06%0.13%0.35%Q1 2016Q3 20238
MCMILLION CAPITAL MANAGEMENT INC 410.01%0.02%0.03%Q2 2019Q2 20238
OAKBROOK INVESTMENTS LLC 440.02%0.23%0.43%Q1 2016Q2 20188
JAG CAPITAL MANAGEMENT, LLC 510.20%0.51%1.00%Q4 2020Q3 20238
MOODY NATIONAL BANK TRUST DIVISION 620.00%0.05%0.08%Q4 2018Q3 20238
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 440.00%0.09%0.23%Q4 2017Q3 20238
FIRST COMMUNITY TRUST NA 880.07%0.09%0.11%Q4 2021Q3 20238
Destination Wealth Management 610.00%0.01%0.02%Q4 2016Q1 20228
CIBC BANK USA 620.05%0.11%0.18%Q1 2016Q4 20198
Hawkins Capital L.P. 881.82%3.24%6.60%Q1 2016Q4 20178
Virtus Fund Advisers, LLC 880.56%0.75%1.02%Q1 2016Q4 20178
Marshall Wace North America L.P. 310.01%0.08%0.14%Q3 2017Q3 20218
Cypress Capital Group 880.03%0.05%0.07%Q4 2021Q3 20238
GLG LLC 880.14%0.21%0.58%Q1 2016Q4 20178
Echo Street Capital Management LLC 320.00%0.00%0.01%Q1 2021Q2 20238
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 880.02%0.03%0.03%Q4 2021Q3 20238
BRIGHTON JONES LLC 880.01%0.01%0.02%Q4 2021Q3 20238
PICTET ASSET MANAGEMENT SA 880.04%0.05%0.06%Q3 2021Q2 20238
GSA CAPITAL PARTNERS LLP 210.01%0.06%0.09%Q2 2016Q2 20238
Hudson Bay Capital Management LP 210.02%0.21%0.54%Q1 2019Q1 20238
Baker Avenue Asset Management, LP 620.02%0.03%0.11%Q1 2016Q3 20238
New Jersey Better Educational Savings Trust 880.47%0.59%0.72%Q4 2021Q3 20238
Sageworth Trust Co 310.00%0.01%0.04%Q2 2017Q4 20228
JOYN Advisors, Inc. 880.01%0.05%0.07%Q1 2018Q4 20198
CLEAR STREET MARKETS LLC 710.00%0.03%0.16%Q3 2018Q3 20238
Sompo Asset Management Co., Ltd. 610.06%0.22%0.34%Q2 2019Q3 20238
New England Investment & Retirement Group, Inc. 881.36%1.57%1.78%Q1 2016Q4 20178
Angeles Investment Advisors, LLC 440.03%0.04%0.05%Q3 2021Q3 20238
MIRABELLA FINANCIAL SERVICES LLP 530.13%0.87%3.67%Q2 2020Q3 20228
United Asset Strategies, Inc. 880.05%0.07%0.09%Q4 2021Q3 20238
Frontier Wealth Management LLC 880.04%0.27%0.50%Q1 2018Q4 20198
Goelzer Investment Management, Inc. 710.02%0.08%0.11%Q1 2019Q4 20228
Desjardins Global Asset Management Inc. 880.07%0.12%0.17%Q4 2021Q3 20238
Lourd Capital, LLC 440.02%0.02%0.03%Q1 2017Q2 20198
TIVERTON ASSET MANAGEMENT LLC 880.02%0.09%0.16%Q4 2017Q3 20198
Waverly Advisors, LLC 610.01%0.08%0.14%Q3 2016Q3 20238
Stearns Financial Services Group 880.09%0.11%0.15%Q1 2016Q4 20178
Ergoteles LLC 510.01%0.18%0.65%Q4 2020Q2 20238
RPg Family Wealth Advisory, LLC 710.01%0.03%0.05%Q1 2016Q1 20188
Select Equity Group, L.P. 710.13%0.44%0.64%Q1 2017Q4 20208
Surevest, LLC 440.00%0.46%1.01%Q4 2018Q3 20228
Metis Global Partners, LLC 880.18%0.22%0.26%Q4 2021Q3 20238
HGI Capital Management, LLC 880.23%0.32%0.41%Q2 2018Q1 20208
AHL Partners LLP 880.02%0.06%0.18%Q1 2016Q4 20178
Industrial Alliance Investment Management Inc. 880.03%0.27%0.49%Q4 2021Q3 20238
NWAM LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Kovitz Investment Group Partners, LLC 510.00%0.02%0.02%Q1 2017Q2 20238
Integrated Investment Consultants, LLC 710.06%0.07%0.08%Q1 2016Q1 20188
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.02%0.04%0.05%Q1 2019Q4 20208
SpiderRock Advisors, LLC 510.01%0.03%0.08%Q3 2017Q3 20238
EverSource Wealth Advisors, LLC 880.05%0.12%0.22%Q4 2021Q3 20238
Lucia Wealth Services, LLC 620.10%0.31%0.72%Q4 2017Q3 20208
F3Logic, LLC 620.04%0.16%0.34%Q1 2020Q1 20228
Winthrop Partners - WNY, LLC 880.57%0.77%1.05%Q4 2017Q3 20198
Pinion Investment Advisors, LLC 880.41%0.55%0.63%Q2 2018Q1 20208
Alera Investment Advisors, LLC 610.05%0.12%0.16%Q4 2018Q4 20228
Hamilton Wealth, LLC 880.12%0.14%0.17%Q4 2021Q3 20238
Aspire Private Capital, LLC 530.00%0.00%0.00%Q4 2018Q1 20218
TWINBEECH CAPITAL LP 210.01%0.42%1.07%Q3 2020Q2 20238
Core Alternative Capital 880.00%0.35%1.50%Q4 2021Q3 20238
PSI Advisors, LLC 510.00%0.00%0.00%Q4 2019Q3 20238
Graypoint LLC 880.02%0.04%0.05%Q4 2021Q3 20238
Firestone Capital Management 880.01%0.01%0.02%Q4 2019Q3 20218
Archer Investment Corp 880.00%0.00%0.00%Q4 2021Q3 20238
Filbrandt Wealth Management, LLC 880.01%0.01%0.02%Q4 2019Q3 20218
Sunflower Bank, N.A. 710.03%0.04%0.09%Q2 2020Q2 20228
Rise Advisors, LLC 880.01%0.04%0.07%Q4 2021Q3 20238
Axiom Financial Strategies, LLC 710.10%0.12%0.14%Q2 2020Q3 20228
BAKER TILLY WEALTH MANAGEMENT, LLC 530.02%0.05%0.11%Q1 2021Q2 20238
WEBSTERROGERS FINANCIAL ADVISORS, LLC 880.10%0.27%0.34%Q4 2021Q3 20238
Destiny Wealth Partners, LLC 620.00%0.01%0.01%Q4 2020Q4 20228
OneAscent Wealth Management LLC 420.08%0.28%0.94%Q4 2020Q1 20238
Kensington Investment Counsel, LLC 880.13%0.17%0.21%Q4 2021Q3 20238
SAGE PRIVATE WEALTH GROUP, LLC 880.28%0.39%0.58%Q4 2020Q3 20228
Connectus Wealth, LLC 880.06%0.26%0.61%Q4 2021Q3 20238
YOUSIF CAPITAL MANAGEMENT, LLC 880.22%0.26%0.32%Q4 2021Q3 20238
FourThought Financial, LLC 880.10%0.48%0.99%Q4 2020Q3 20228
Delos Wealth Advisors, LLC 880.02%0.02%0.03%Q4 2021Q3 20238
Bell Investment Advisors, Inc 620.01%0.01%0.01%Q3 2021Q3 20238
Allspring Global Investments Holdings, LLC 880.03%0.03%0.05%Q4 2021Q3 20238
NorthCrest Asset Manangement, LLC 880.47%1.25%1.82%Q4 2021Q3 20238
VIRGINIA WEALTH MANAGEMENT GROUP, INC. 882.02%2.45%2.92%Q4 2021Q3 20238
Paladin Advisory Group, LLC 880.89%0.98%1.09%Q4 2021Q3 20238
Cross Staff Investments Inc 880.46%0.53%0.61%Q4 2021Q3 20238
Amplius Wealth Advisors, LLC 881.46%1.74%2.04%Q4 2021Q3 20238
Mill Capital Management, LLC 880.09%0.10%0.12%Q4 2021Q3 20238
NORTHCAPE WEALTH MANAGEMENT, LLC 880.79%1.11%1.43%Q4 2021Q3 20238
Stonegate Investment Group, LLC 880.18%0.26%0.31%Q4 2021Q3 20238
Wedmont Private Capital 880.06%0.08%0.10%Q4 2021Q3 20238
Congress Wealth Management LLC / DE / 880.01%0.01%0.01%Q4 2021Q3 20238
EUDAIMONIA ADVISORS LLC 880.17%0.25%0.32%Q4 2021Q3 20238
American Trust 880.45%0.57%0.79%Q4 2021Q3 20238
Bowman & Co S.C. 880.61%1.02%1.40%Q4 2021Q3 20238
Eagle Bluffs Wealth Management LLC 880.25%0.38%0.45%Q4 2021Q3 20238
WEALTH EFFECTS LLC 880.12%0.16%0.20%Q4 2021Q3 20238
Sandy Cove Advisors, LLC 880.20%0.36%0.72%Q4 2021Q3 20238
Kathleen S. Wright Associates Inc. 880.05%0.06%0.07%Q4 2021Q3 20238
Echo45 Advisors LLC 880.19%0.23%0.28%Q4 2021Q3 20238
Carson Advisory Inc. 880.20%0.28%0.34%Q4 2021Q3 20238
Operose Advisors LLC 880.01%0.03%0.06%Q4 2021Q3 20238
Covestor Ltd 880.01%0.02%0.07%Q4 2021Q3 20238
WEST MICHIGAN ADVISORS, LLC 880.57%0.94%1.24%Q4 2021Q3 20238
TILIA FIDUCIARY PARTNERS, INC. 880.12%0.19%0.34%Q4 2021Q3 20238
GUERRA PAN ADVISORS, LLC 880.25%0.32%0.40%Q4 2021Q3 20238
City State Bank 880.28%0.33%0.36%Q4 2021Q3 20238
Trail Ridge Investment Advisors, LLC 880.73%0.81%0.93%Q4 2021Q3 20238
HB Wealth Management, LLC 880.07%0.09%0.10%Q4 2021Q3 20238
EAGLE ROCK INVESTMENT COMPANY, LLC 882.57%2.89%3.21%Q4 2021Q3 20238
Ulland Investment Advisors, LLC 880.00%0.01%0.01%Q4 2021Q3 20238
Forum Financial Management, LP 880.02%0.04%0.05%Q4 2021Q3 20238
OAK HARBOR WEALTH PARTNERS, LLC 880.42%0.51%0.61%Q4 2021Q3 20238
Quent Capital, LLC 880.03%0.05%0.17%Q4 2021Q3 20238
Resurgent Financial Advisors LLC 880.41%0.44%0.50%Q4 2021Q3 20238
Ascent Group, LLC 880.03%0.10%0.13%Q4 2021Q3 20238
Lakeside Advisors, INC. 880.64%0.71%0.82%Q4 2021Q3 20238
apricus wealth, LLC 882.05%2.35%2.74%Q4 2021Q3 20238
ASB Consultores, LLC 880.18%0.25%0.38%Q4 2021Q3 20238
Schechter Investment Advisors, LLC 880.17%0.23%0.30%Q4 2021Q3 20238
TD Waterhouse Canada Inc. 880.01%0.01%0.02%Q4 2021Q3 20238
PFS Partners, LLC 880.64%0.86%1.08%Q4 2021Q3 20238
BAILARD, INC. 620.04%0.19%0.30%Q2 2020Q3 20238
INVERNESS COUNSEL LLC /NY/ 710.15%1.35%1.82%Q1 2018Q1 20208
ROCKEFELLER FINANCIAL SERVICES INC 880.00%0.02%0.07%Q1 2016Q4 20178
NEW ENGLAND GUILD WEALTH ADVISORS, INC. 880.22%0.26%0.30%Q1 2021Q4 20228
NATIONAL BANK OF CANADA /FI/ 880.01%0.07%0.13%Q4 2021Q3 20238
UMB Bank, n.a. 880.04%0.06%0.08%Q4 2021Q3 20238
Horizons Wealth Management 770.01%0.03%0.05%Q2 2022Q4 20237
Gillson Capital LP 320.55%2.65%4.58%Q2 2020Q2 20237
Rockbridge Investment Management, LCC 770.00%0.00%0.00%Q2 2020Q4 20217
Savior LLC 770.02%0.02%0.06%Q4 2019Q2 20217
State of Wyoming 770.02%0.04%0.09%Q1 2022Q3 20237
Dorsey Wright & Associates 770.16%0.40%0.89%Q4 2015Q2 20177
Charter Oak Capital Management, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
Y-Intercept (Hong Kong) Ltd 520.05%0.20%0.57%Q1 2021Q2 20237
Vontobel Swiss Wealth Advisors AG 770.42%0.83%1.04%Q2 2019Q4 20207
ENDEAVOUR CAPITAL ADVISORS INC 430.46%1.51%4.48%Q1 2016Q1 20217
Perpetual Investment Management Ltd 610.03%0.66%1.26%Q4 2020Q4 20227
SMITH SHELLNUT WILSON LLC /ADV 770.11%0.14%0.16%Q1 2022Q3 20237
Resonant Capital Advisors, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Winfield Associates, Inc. 770.01%0.01%0.02%Q2 2016Q4 20177
StrategIQ Financial Group, LLC 430.02%0.02%0.03%Q4 2021Q3 20237
Cyrus J. Lawrence, LLC 770.11%1.61%2.39%Q1 2022Q3 20237
FIRETHORN WEALTH PARTNERS, LLC 610.15%0.17%0.19%Q4 2021Q3 20237
Geneva Advisors, LLC 770.01%0.10%0.12%Q4 2015Q2 20177
LSP Investment Advisors, LLC 770.05%0.08%0.10%Q4 2017Q2 20197
Campbell & CO Investment Adviser LLC 310.06%0.32%0.76%Q3 2020Q2 20237
PARK CIRCLE Co 772.25%2.40%2.61%Q1 2016Q3 20177
Squar Milner Financial Services LLC 520.03%0.05%0.07%Q2 2018Q1 20207
TWIN FOCUS CAPITAL PARTNERS, LLC 770.06%0.06%0.07%Q4 2021Q2 20237
HERITAGE WEALTH MANAGEMENT, LLC 430.01%0.03%0.08%Q1 2021Q4 20227
Tyler-Stone Wealth Management 520.27%0.33%0.40%Q4 2021Q3 20237
Beacon Capital Management, LLC 770.00%0.00%0.00%Q1 2022Q3 20237
Financial Advisors, LLC 430.05%0.06%0.07%Q4 2021Q3 20237
M Holdings Securities, Inc. 510.03%0.04%0.05%Q1 2019Q1 20237
Fund Management at Engine No. 1 LLC 770.19%0.21%0.25%Q1 2022Q3 20237
Transform Wealth, LLC 770.56%0.75%0.97%Q1 2022Q3 20237
Smith, Salley & Associates 770.16%0.18%0.21%Q1 2022Q3 20237
Artemis Investment Management LLP 520.07%0.11%0.14%Q1 2019Q3 20237
Parkwood LLC 430.04%0.21%0.42%Q4 2015Q1 20237
KELLY LAWRENCE W & ASSOCIATES INC/CA 770.01%0.01%0.01%Q2 2016Q4 20177
FRED ALGER MANAGEMENT, LLC 770.01%0.03%0.04%Q1 2016Q3 20177
Nationwide Fund Advisors 770.21%0.27%0.36%Q1 2016Q3 20177
Employers Holdings, Inc. 770.11%0.28%0.42%Q3 2019Q1 20217
Weaver Consulting Group 770.01%0.01%0.02%Q1 2019Q3 20207
SPC Financial, Inc. 770.32%0.36%0.40%Q1 2022Q3 20237
EXANE DERIVATIVES 770.25%0.33%0.46%Q4 2020Q2 20227
RAY GERALD L & ASSOCIATES LTD 770.03%0.04%0.05%Q1 2016Q3 20177
Astoria Portfolio Advisors LLC. 770.18%0.30%0.39%Q1 2022Q3 20237
PICTET ASSET MANAGEMENT LTD 770.04%0.05%0.07%Q4 2019Q2 20217
Parisi Gray Wealth Management 610.00%0.02%0.03%Q4 2017Q2 20217
Clear Perspective Advisors, LLC 770.00%0.00%0.00%Q4 2016Q2 20187
CLINTON GROUP INC 510.06%0.25%0.68%Q1 2016Q3 20187
Atria Wealth Solutions, Inc. 770.03%0.04%0.06%Q1 2022Q3 20237
Procyon Advisors, LLC 430.01%0.03%0.04%Q4 2019Q3 20237
Advisory Resource Group 430.07%0.12%0.17%Q4 2021Q3 20237
Peterson Wealth Services 770.26%0.46%0.59%Q4 2021Q2 20237
Continuum Advisory, LLC 770.05%0.07%0.10%Q1 2022Q3 20237
Prime Capital Investment Advisors, LLC 520.01%0.03%0.07%Q4 2021Q3 20237
ETF MANAGERS GROUP, LLC 770.00%0.01%0.01%Q3 2018Q1 20207
Lingohr Asset Management GmbH 520.47%0.51%0.57%Q4 2016Q3 20187
Steward Financial Group LLC 430.04%0.08%0.13%Q4 2021Q3 20237
Byrne Asset Management LLC 770.01%0.02%0.02%Q4 2021Q2 20237
BlueCrest Capital Management Ltd 210.01%0.12%0.41%Q2 2016Q2 20197
Hudock, Inc. 770.00%0.00%0.00%Q2 2020Q4 20217
ZACKS INVESTMENT MANAGEMENT 310.00%0.00%0.01%Q1 2016Q2 20237
Buffington Mohr McNeal 520.12%0.74%1.12%Q2 2017Q2 20237
Hilton Capital Management, LLC 610.01%0.04%0.15%Q1 2017Q3 20197
Confluence Wealth Services, Inc. 770.42%0.60%0.83%Q1 2022Q3 20237
Veritas Investment Partners (UK) Ltd. 770.00%0.00%0.00%Q1 2022Q3 20237
McLean Asset Management Corp 520.08%0.10%0.17%Q4 2021Q4 20237
Holistic Financial Partners 320.03%0.14%0.21%Q4 2017Q1 20217
Alpha DNA Investment Management LLC 520.05%0.56%0.96%Q4 2020Q3 20237
NATIONAL PLANNING CORP 770.02%0.02%0.03%Q1 2016Q3 20177
HAZLETT, BURT & WATSON, INC. 770.06%0.07%0.11%Q1 2022Q3 20237
Global Wealth Management Investment Advisory, Inc. 410.00%0.00%0.00%Q4 2018Q2 20227
Herold Advisors, Inc. 770.61%0.77%0.92%Q1 2022Q3 20237
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA 610.04%0.28%0.40%Q1 2016Q4 20177
Riverview Trust Co 770.04%0.05%0.06%Q1 2022Q3 20237
Baader Bank Aktiengesellschaft 610.03%0.06%0.08%Q4 2021Q3 20237
Bay Harbor Wealth Management, LLC 610.00%0.00%0.00%Q4 2018Q4 20207
AIMZ Investment Advisors, LLC 770.12%0.20%0.26%Q1 2016Q3 20177
Comprehensive Financial Consultants Institutional, Inc. 771.37%1.61%1.82%Q1 2022Q3 20237
OAKMONT Corp 770.01%0.01%0.01%Q1 2022Q3 20237
Blueshift Asset Management, LLC 510.04%0.15%0.35%Q4 2018Q2 20237
Landmark Bank 770.59%1.49%1.94%Q2 2018Q4 20197
WORLDQUANT MILLENNIUM ADVISORS LLC 520.01%0.35%0.63%Q2 2021Q3 20237
Majedie Asset Management Ltd 770.37%0.45%0.54%Q1 2018Q3 20197
Sowell Financial Services LLC 770.02%0.03%0.04%Q3 2019Q1 20217
Edge Advisors, LLC 770.03%0.55%0.79%Q4 2016Q2 20187
Quantamental Technologies LLC 310.12%0.78%2.66%Q4 2018Q2 20237
FOX RUN MANAGEMENT, L.L.C. 310.06%0.23%0.39%Q4 2016Q3 20237
TCF National Bank 770.03%0.11%0.17%Q3 2019Q1 20217
SEVEN EIGHT CAPITAL, LP 210.08%0.19%0.45%Q4 2016Q2 20237
Dynamic Capital Management Ltd 770.12%0.31%0.69%Q2 2016Q4 20177
MARINO, STRAM & ASSOCIATES LLC 610.08%0.10%0.13%Q4 2017Q2 20217
SFMG, LLC 770.02%0.03%0.04%Q1 2022Q3 20237
Commonwealth Equity Services, Inc 770.03%0.03%0.04%Q1 2016Q3 20177
FAIRFIELD, BUSH & CO. 310.04%0.08%0.13%Q3 2016Q2 20237
GOULD ASSET MANAGEMENT LLC /CA/ 510.06%0.08%0.10%Q2 2018Q4 20227
SENTINEL ASSET MANAGEMENT, INC. 770.81%0.91%0.99%Q1 2016Q3 20177
NORWOOD FINANCIAL CORP 770.14%0.16%0.17%Q1 2022Q3 20237
Sumitomo Mitsui Trust Holdings, Inc. 770.18%0.21%0.23%Q1 2022Q3 20237
JT Stratford LLC 520.10%0.15%0.22%Q4 2021Q3 20237
United Capital Management of KS, Inc. 660.40%0.47%0.56%Q3 2018Q4 20196
Neo Ivy Capital Management 210.02%0.27%0.71%Q2 2019Q2 20236
Mendel Money Management 510.12%0.14%0.16%Q1 2022Q3 20236
NIPPON LIFE INSURANCE CO 510.03%0.04%0.05%Q1 2016Q3 20176
BUTENSKY & COHEN FINANCIAL SECURITY, INC 660.00%0.00%0.00%Q1 2016Q2 20176
Sunbelt Securities, Inc. 310.00%0.02%0.04%Q4 2016Q3 20236
WFG Advisors, LP 660.04%0.07%0.09%Q1 2016Q2 20176
Truvestments Capital LLC 310.00%0.07%0.13%Q2 2018Q2 20206
BURNEY CO/ 420.02%0.05%0.07%Q1 2016Q3 20236
RE Dickinson Investment Advisors, LLC 660.00%0.01%0.01%Q4 2021Q1 20236
Sepio Capital, LP 420.04%0.34%0.56%Q4 2018Q3 20226
Strategic Wealth Partners, Ltd. 420.00%0.35%0.58%Q2 2019Q1 20236
Independent Portfolio Consultants, Inc. 660.03%0.04%0.08%Q1 2016Q2 20176
Abbrea Capital, LLC 420.03%0.04%0.06%Q1 2022Q3 20236
I.G. INVESTMENT MANAGEMENT, LTD. 660.01%0.05%0.09%Q1 2016Q2 20176
Schubert & Co 660.00%0.01%0.01%Q4 2021Q1 20236
GAM SYSTEMATIC LLP 420.02%0.15%0.36%Q1 2016Q3 20176
ORRSTOWN FINANCIAL SERVICES INC 660.03%0.03%0.03%Q1 2017Q2 20186
Hamilton Capital, LLC 660.01%0.02%0.05%Q4 2021Q1 20236
Patriot Wealth Management, Inc. 660.65%0.91%1.20%Q3 2017Q4 20186
Clarus Wealth Advisors 660.08%0.15%0.26%Q2 2018Q3 20196
Avidian Wealth Solutions, LLC 660.01%0.02%0.02%Q4 2021Q1 20236
BRIDGEWAY CAPITAL MANAGEMENT, LLC 420.32%0.42%0.54%Q1 2016Q3 20186
Mayfair Advisory Group, LLC 410.28%0.58%0.93%Q1 2020Q3 20226
PAYDEN & RYGEL 661.50%1.86%2.05%Q1 2022Q2 20236
Quantinno Capital Management LP 660.06%0.09%0.16%Q2 2022Q3 20236
ATALANTA SOSNOFF CAPITAL, LLC 660.19%0.62%1.18%Q1 2022Q2 20236
Rathbones Group PLC 660.00%0.50%1.23%Q2 2022Q3 20236
Blue Trust, Inc. 660.01%0.01%0.02%Q2 2022Q3 20236
Strategic Investment Advisors / MI 660.07%0.32%0.42%Q4 2021Q1 20236
TLP GROUP LLC 410.02%0.10%0.18%Q4 2016Q4 20186
Bangor Savings Bank 660.00%0.00%0.00%Q2 2022Q3 20236
M&G INVESTMENT MANAGEMENT LTD 310.00%0.00%0.00%Q4 2019Q4 20216
Aevitas Wealth Management, Inc. 660.02%0.03%0.03%Q4 2017Q1 20196
Horiko Capital Management LLC 660.79%1.33%2.51%Q2 2022Q3 20236
TRANSATLANTIQUE PRIVATE WEALTH LLC 660.60%0.66%0.74%Q2 2022Q3 20236
IMPAX ASSET MANAGEMENT LLC 661.57%1.69%1.87%Q1 2016Q2 20176
Columbia Trust Co 01012016 310.11%0.20%0.32%Q4 2019Q3 20236
ADVOCATE GROUP LLC 660.33%0.72%0.98%Q2 2022Q3 20236
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 660.14%0.17%0.20%Q2 2022Q3 20236
Highland Private Wealth Management 210.05%0.07%0.09%Q2 2017Q3 20226
Lloyd Advisory Services, LLC. 660.00%0.00%0.00%Q2 2020Q3 20216
Magnus Financial Group LLC 510.04%0.05%0.06%Q4 2018Q4 20226
Wealth Quarterback LLC 220.02%0.20%0.58%Q4 2019Q3 20236
ALBION FINANCIAL GROUP /UT 410.00%0.00%0.00%Q4 2020Q3 20236
WBI INVESTMENTS, LLC 410.08%0.54%1.38%Q3 2016Q4 20226
Orbis Allan Gray Ltd 660.00%0.03%0.04%Q4 2018Q1 20206
Phocas Financial Corp. 410.00%0.22%0.35%Q1 2016Q4 20226
Arabesque Asset Management Ltd 660.81%0.95%1.08%Q3 2021Q4 20226
SG3 Management, LLC 310.01%0.16%0.38%Q4 2016Q4 20216
CAPSTONE ASSET MANAGEMENT CO 660.18%0.20%0.21%Q1 2016Q2 20176
GENESEE VALLEY TRUST CO 660.64%0.74%0.89%Q4 2016Q1 20186
Kovack Advisors, Inc. 510.04%0.06%0.08%Q4 2017Q2 20206
Holocene Advisors, LP 310.00%0.01%0.02%Q1 2018Q3 20226
TFO Wealth Partners, LLC 410.00%0.00%0.01%Q3 2020Q3 20236
VeraBank, N.A. 420.08%0.10%0.12%Q1 2022Q3 20236
CARILLON TOWER ADVISERS, INC. 660.10%0.13%0.20%Q3 2019Q4 20206
Wagner Wealth Management, LLC 220.01%0.01%0.01%Q4 2017Q3 20226
Salient Capital Advisors, LLC 660.01%0.01%0.02%Q1 2016Q2 20176
FIELDPOINT PRIVATE ADVISORS, INC 660.51%0.89%2.26%Q4 2015Q1 20176
OCCUDO QUANTITATIVE STRATEGIES LP 420.02%0.17%0.52%Q4 2020Q3 20226
TUCKER ASSET MANAGEMENT LLC 660.00%0.02%0.04%Q2 2022Q3 20236
Freedman Financial Associates, Inc. 660.03%0.03%0.04%Q4 2020Q1 20226
Virtu KCG Holdings LLC 660.01%0.04%0.11%Q1 2016Q2 20176
First National Advisers, LLC 660.88%1.16%1.39%Q2 2022Q3 20236
RGT Wealth Advisors, LLC 420.16%0.21%0.26%Q3 2016Q1 20186
NorthCoast Asset Management LLC 330.03%0.12%0.23%Q2 2017Q3 20216
Martin Investment Management, LLC 660.17%1.36%2.12%Q1 2016Q2 20176
Atlas Private Wealth Advisors 660.00%0.01%0.02%Q2 2020Q3 20216
Lake Point Wealth Management 510.00%0.03%0.05%Q4 2018Q2 20226
Azimuth Capital Investment Management LLC 661.16%1.45%1.74%Q2 2022Q3 20236
Disciplined Investments, LLC 660.00%0.00%0.00%Q1 2022Q2 20236
Atwater Malick LLC 210.01%0.11%0.19%Q3 2019Q2 20226
FSM Wealth Advisors, LLC 660.24%0.33%0.44%Q2 2022Q3 20236
ABERDEEN ASSET MANAGEMENT PLC/UK 660.09%0.12%0.19%Q1 2016Q2 20176
British Airways Pensions Investment Management Ltd 420.57%0.78%1.05%Q2 2016Q1 20216
Czech National Bank 660.22%0.24%0.28%Q3 2022Q4 20236
Oxbow Advisors, LLC 660.24%0.44%0.58%Q1 2016Q2 20176
WESTFIELD CAPITAL MANAGEMENT CO LP 660.00%0.22%0.77%Q1 2016Q2 20176
INTRUST BANK NA 660.08%0.09%0.10%Q1 2016Q2 20176
Virtus Investment Advisers, Inc. 660.39%0.46%0.50%Q3 2016Q4 20176
JACKSON SQUARE CAPITAL, LLC 420.00%0.73%2.45%Q4 2019Q3 20236
Arthur Zaske & Associates, LLC 660.21%0.30%0.40%Q3 2016Q4 20176
Standard Family Office LLC 310.03%0.48%1.60%Q4 2020Q3 20226
NEIRG Wealth Management, LLC 660.40%0.48%0.58%Q1 2022Q2 20236
HARRIS ASSOCIATES L P 660.01%0.03%0.04%Q3 2020Q4 20216
One Wealth Advisors, LLC 410.01%0.01%0.03%Q4 2017Q4 20226
New Millennium Group LLC 660.00%0.00%0.00%Q2 2022Q3 20236
Ferris Capital, LLC 510.00%0.01%0.01%Q2 2017Q1 20196
Candriam S.C.A. 510.00%0.00%0.01%Q2 2018Q1 20206
Ameritas Investment Company, LLC 310.01%0.03%0.05%Q4 2018Q1 20216
Stillwater Investment Management, L.P. 554.84%6.10%9.44%Q1 2016Q1 20176
tru Independence LLC 510.00%0.04%0.06%Q4 2019Q2 20216
Benson Investment Management Company, Inc. 661.82%2.08%2.36%Q4 2016Q1 20186
PARTNERS CAPITAL INVESTMENT GROUP, LLP 330.01%0.23%1.13%Q1 2021Q3 20236
INTECH INVESTMENT MANAGEMENT LLC 660.06%0.16%0.22%Q2 2022Q3 20236
Clarus Group, Inc. 420.16%0.18%0.21%Q1 2022Q3 20236
Cinctive Capital Management LP 330.10%0.40%0.78%Q3 2020Q3 20236
Garde Capital, Inc. 660.14%0.16%0.18%Q3 2017Q4 20186
Capital Investment Advisory Services, LLC 660.00%0.06%0.12%Q4 2018Q1 20206
First Heartland Consultants, Inc. 660.03%0.07%0.09%Q2 2016Q3 20176
PDS Planning, Inc 660.04%0.05%0.06%Q2 2022Q3 20236
Exchange Capital Management, Inc. 660.00%0.00%0.00%Q2 2017Q3 20186
Kiwi Wealth Investments Limited Partnership 660.09%0.40%0.94%Q1 2022Q2 20236
Syntal Capital Partners, LLC 510.05%0.34%0.63%Q4 2016Q1 20226
MACROVIEW INVESTMENT MANAGEMENT LLC 410.01%0.02%0.04%Q2 2017Q3 20236
Altshuler Shaham Ltd 210.00%0.00%0.00%Q2 2019Q1 20236
CANTOR FITZGERALD, L. P. 660.28%0.33%0.41%Q2 2022Q3 20236
Partnervest Advisory Services LLC 660.16%0.17%0.19%Q1 2016Q2 20176
Paragon Capital Management Ltd 210.02%0.10%0.14%Q4 2017Q4 20215
Kaizen Advisory, LLC 550.04%0.07%0.12%Q4 2017Q4 20185
Krane Funds Advisors LLC 210.01%0.01%0.02%Q4 2020Q2 20225
Legend Financial Advisors, Inc. 550.01%0.02%0.04%Q3 2022Q3 20235
Stevard, LLC 550.13%0.21%0.29%Q4 2019Q4 20205
Laurel Wealth Advisors, Inc. 320.03%0.06%0.08%Q4 2017Q3 20225
Strong Tower Advisory Services 550.60%0.66%0.71%Q3 2021Q3 20225
Sierra Capital LLC 550.00%0.00%0.00%Q4 2021Q4 20225
Gyon Technologies Capital Management, LP 210.13%0.49%0.80%Q4 2020Q4 20225
Integrated Wealth Management 550.11%0.13%0.16%Q1 2016Q1 20175
Cadence Bank 550.02%0.03%0.04%Q3 2022Q3 20235
Broadleaf Partners, LLC 550.08%0.10%0.12%Q3 2022Q3 20235
Covenant Partners, LLC 550.47%0.58%0.66%Q1 2019Q1 20205
Armbruster Capital Management, Inc. 410.00%0.00%0.01%Q1 2016Q2 20175
JANUS HENDERSON INVESTORS US LLC 550.02%0.06%0.08%Q1 2016Q1 20175
SeaBridge Investment Advisors LLC 550.00%0.00%0.00%Q2 2019Q2 20205
PagnatoKarp Partners LLC 310.04%0.06%0.09%Q1 2018Q4 20195
Elgethun Capital Management 550.06%0.08%0.09%Q3 2022Q3 20235
DT Investment Partners, LLC 550.00%0.00%0.00%Q3 2022Q3 20235
Consolidated Planning Corp 550.68%0.89%1.04%Q2 2022Q2 20235
BOK Financial Private Wealth, Inc. 310.00%0.01%0.02%Q4 2021Q3 20235
Port Capital LLC 550.06%0.07%0.09%Q4 2017Q4 20185
CHEMUNG CANAL TRUST CO 550.17%0.18%0.20%Q1 2019Q1 20205
BOOTHBAY FUND MANAGEMENT, LLC 110.01%0.01%0.02%Q3 2018Q2 20235
Meadow Creek Wealth Advisors LLC 410.84%0.95%1.27%Q4 2019Q3 20225
Single Point Partners, LLC 550.06%0.13%0.38%Q2 2022Q2 20235
AXS Investments LLC 550.01%0.16%0.38%Q2 2022Q2 20235
NWQ INVESTMENT MANAGEMENT COMPANY, LLC 550.00%0.00%0.00%Q4 2016Q4 20175
US Asset Management LLC 210.14%0.17%0.20%Q3 2021Q1 20235
Amtrust Financial Services, Inc. 550.21%1.37%2.50%Q4 2016Q4 20175
SIMPLEX TRADING, LLC 210.00%0.01%0.04%Q3 2016Q3 20215
Benin Management CORP 550.09%0.12%0.14%Q1 2016Q1 20175
ALPHA WINDWARD LLC 550.01%0.02%0.02%Q1 2016Q1 20175
Portfolio Solutions, LLC 550.01%0.01%0.01%Q1 2017Q1 20185
Knott David M Jr 550.01%0.01%0.01%Q2 2022Q2 20235
FSI GROUP, LLC 550.75%1.24%1.69%Q4 2016Q4 20175
Karp Capital Management Corp 550.40%1.21%1.56%Q2 2016Q2 20175
Live Your Vision, LLC 550.07%0.07%0.07%Q1 2018Q1 20195
True Link Financial Advisors, LLC 550.00%0.00%0.01%Q4 2020Q4 20215
Davis Asset Management, L.P. 554.79%5.32%5.61%Q3 2022Q3 20235
MOORE CAPITAL MANAGEMENT, LP 410.01%0.33%0.61%Q2 2016Q1 20215
LODESTAR INVESTMENT COUNSEL LLC/IL 210.02%0.02%0.03%Q4 2017Q2 20195
Dakota Community Bank & Trust NA 550.48%0.57%0.62%Q3 2022Q3 20235
ROMANO BROTHERS AND COMPANY 550.39%0.47%0.54%Q3 2022Q3 20235
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 550.05%0.07%0.09%Q1 2016Q1 20175
Cassady Schiller Wealth Management, LLC 410.03%0.04%0.04%Q4 2021Q3 20235
ADVISOR PARTNERS II, LLC 550.15%0.16%0.18%Q3 2022Q3 20235
Kingfisher Capital LLC 550.44%0.53%0.58%Q4 2018Q4 20195
Axiom Investment Management LLC 310.02%0.09%0.11%Q4 2018Q3 20225
Bickling Financial Services, Inc. 550.11%0.14%0.16%Q4 2021Q4 20225
NIXON PEABODY TRUST CO 320.12%0.15%0.20%Q1 2016Q4 20195
Zullo Investment Group, Inc. 550.09%0.11%0.12%Q4 2021Q4 20225
ONE PLUS ONE WEALTH MANAGEMENT, LLC 410.15%0.16%0.16%Q3 2021Q4 20225
Centerpoint Advisors, LLC 320.00%0.00%0.00%Q1 2018Q3 20235
ASPIRIANT, LLC 550.02%0.02%0.02%Q2 2018Q2 20195
Barber Financial Group, Inc. 550.05%0.08%0.11%Q1 2022Q1 20235
Schneider Downs Wealth Management Advisors, LP 550.05%0.06%0.07%Q3 2021Q3 20225
Global Financial Private Capital, Inc 550.09%0.10%0.11%Q1 2017Q1 20185
Farmers & Merchants Trust Co of Long Beach 550.13%0.14%0.15%Q4 2018Q4 20195
6 Meridian 320.04%0.05%0.06%Q4 2017Q4 20195
Pinnacle Wealth Management Advisory Group, LLC 550.03%0.04%0.06%Q3 2022Q3 20235
Vantage Consulting Group Inc 410.01%0.08%0.12%Q4 2020Q3 20225
Pflug Koory, LLC 550.01%0.09%0.17%Q3 2022Q3 20235
Tradition Wealth Management, LLC 550.01%0.01%0.01%Q3 2022Q3 20235
Endowment Wealth Management, Inc. 550.20%0.26%0.28%Q4 2021Q4 20225
Red Tortoise LLC 410.00%0.00%0.01%Q3 2021Q3 20235
Crestwood Advisors Group, LLC 210.00%0.01%0.01%Q1 2017Q3 20235
Capitolis Advisors LLC 550.15%0.29%0.46%Q4 2020Q4 20215
BB&T INVESTMENT SERVICES, INC. 550.00%0.06%0.14%Q4 2016Q4 20175
PATRON PARTNERS, LLC 410.14%0.16%0.18%Q1 2022Q3 20235
LBA Wealth Management, LLC 550.00%0.00%0.00%Q1 2016Q1 20175
EDGE ASSET MANAGEMENT, INC 551.53%1.69%1.86%Q1 2016Q1 20175
Baron Wealth Management LLC 550.19%0.21%0.25%Q4 2022Q4 20235
Vectors Research Management, LLC 550.00%0.00%0.00%Q1 2019Q1 20205
ADVISORY RESEARCH INC 320.03%0.04%0.04%Q2 2018Q3 20235
Zweig-DiMenna Associates LLC 310.32%0.94%1.97%Q1 2016Q4 20225
Selective Wealth Management, Inc. 550.01%0.01%0.02%Q3 2021Q3 20225
Canton Hathaway, LLC 410.01%0.02%0.04%Q1 2019Q3 20205
Dougherty Wealth Advisers LLC 550.28%0.31%0.35%Q4 2018Q4 20195
GoalVest Advisory LLC 310.00%0.01%0.01%Q1 2022Q4 20235
WEST CHESTER CAPITAL ADVISORS, INC 410.54%0.62%0.67%Q3 2016Q3 20185
Cypress Wealth Advisors LLC 550.27%0.30%0.33%Q1 2016Q1 20175
STONERIDGE INVESTMENT PARTNERS LLC 550.68%1.30%1.66%Q3 2022Q3 20235
ELEMENT CAPITAL MANAGEMENT LLC 210.13%2.30%9.94%Q1 2016Q1 20235
Semper Augustus Investments Group 550.51%0.57%0.61%Q1 2016Q1 20175
CONNORS INVESTOR SERVICES INC 551.48%1.69%1.94%Q3 2022Q3 20235
ADVANTAGE INVESTMENT MANAGEMENT, LLC 410.00%0.00%0.01%Q1 2016Q3 20175
Krilogy Financial LLC 410.00%0.34%0.46%Q3 2018Q4 20195
ROOSEVELT INVESTMENT GROUP LLC 550.02%0.20%0.26%Q1 2017Q1 20185
Parasol Investment Management, LLC 550.02%0.04%0.06%Q1 2016Q1 20175
Quantitative Systematic Strategies LLC 210.19%0.33%0.46%Q3 2017Q1 20215
Alta Advisers Ltd 550.12%0.13%0.15%Q3 2022Q3 20235
MEITAV INVESTMENT HOUSE LTD 550.01%0.02%0.02%Q3 2018Q3 20195
Crescent Capital Consulting, LLC 550.00%0.00%0.01%Q4 2020Q4 20215
Apexium Financial, LP 550.04%0.05%0.06%Q3 2022Q3 20235
Concorde Financial Corp 550.96%1.69%2.44%Q3 2022Q3 20235
DENALI ADVISORS LLC 310.01%1.05%2.11%Q3 2017Q3 20215
CAXTON ASSOCIATES LP 310.02%0.09%0.26%Q3 2017Q1 20205
Global Wealth Strategies & Associates 550.00%0.00%0.00%Q4 2022Q4 20235
Lavaca Capital LLC 320.01%0.06%0.12%Q4 2018Q3 20235
Horan Capital Advisors, LLC. 210.03%0.05%0.08%Q3 2017Q3 20205
SAXON INTERESTS, INC. 550.42%0.51%0.57%Q2 2022Q2 20235
CLEAR INVESTMENT RESEARCH, LLC 550.00%0.00%0.00%Q3 2018Q3 20195
Alaska Permanent Fund Corp 320.00%0.05%0.12%Q2 2022Q3 20235
Strategic Global Advisors, LLC 550.10%0.16%0.21%Q1 2016Q1 20175
Shay Capital LLC 410.21%0.31%0.38%Q1 2021Q3 20235
LMR Partners LLP 110.01%0.11%0.27%Q2 2017Q3 20235
CHESAPEAKE ASSET MANAGEMENT LLC 550.96%1.01%1.05%Q1 2016Q1 20175
TOTH FINANCIAL ADVISORY CORP 310.00%0.00%0.00%Q2 2020Q3 20235
DGS Capital Management, LLC 550.14%0.17%0.20%Q1 2022Q1 20235
Narwhal Capital Management 550.11%0.34%0.55%Q1 2016Q1 20175
Southeast Asset Advisors Inc. 550.07%0.08%0.08%Q1 2016Q1 20175
ALPHASIMPLEX GROUP, LLC 410.17%0.41%0.58%Q1 2019Q2 20205
Advisory Alpha, LLC 310.00%0.00%0.00%Q1 2019Q3 20205
LEUTHOLD GROUP, LLC 550.55%0.82%1.07%Q1 2022Q1 20235
O'Brien Greene & Co. Inc 550.11%0.12%0.12%Q4 2018Q4 20195
Alexandria Capital, LLC 410.00%0.04%0.05%Q3 2016Q3 20215
CADENCE CAPITAL MANAGEMENT LLC 320.15%0.24%0.35%Q1 2018Q3 20205
Core Wealth Advisors, Inc. 310.00%0.00%0.00%Q4 2019Q2 20235
MD Financial Management Inc. 550.00%0.06%0.11%Q4 2020Q4 20215
Personal Capital Advisors Corp 410.00%0.00%0.00%Q4 2019Q4 20225
Compass Wealth Management LLC 550.23%0.32%0.48%Q4 2022Q4 20235
High Net Worth Advisory Group LLC 550.02%0.03%0.03%Q4 2021Q4 20225
Golden State Wealth Management, LLC 320.02%0.03%0.07%Q1 2019Q2 20205
Perkins Investment Management, LLC 550.02%0.03%0.04%Q1 2016Q1 20175
Park Edge Advisors, LLC 440.08%0.10%0.12%Q4 2022Q3 20234
Farther Finance Advisors, LLC 440.05%0.09%0.14%Q4 2022Q3 20234
Ameritas Advisory Services, LLC 440.03%0.05%0.07%Q4 2022Q3 20234
CoreCap Advisors, LLC 310.01%0.02%0.04%Q4 2021Q4 20224
TCG Advisors, LP 440.16%0.28%0.33%Q1 2019Q4 20194
Linker Capital Management Inc. 310.22%0.23%0.26%Q1 2022Q1 20234
WADDELL & REED FINANCIAL INC 440.04%0.05%0.06%Q1 2016Q4 20164
Scissortail Wealth Management, LLC 111.24%2.24%3.61%Q4 2021Q2 20234
Shore Point Advisors, LLC 310.03%0.20%0.27%Q4 2021Q3 20234
Capital Planning Advisors, LLC 440.11%0.15%0.18%Q2 2017Q1 20184
Third Point 441.56%2.27%2.93%Q1 2016Q4 20164
H. L. Ormond & Company, LLC 441.17%1.27%1.35%Q4 2021Q3 20224
BRADY FAMILY WEALTH, LLC 441.59%1.77%1.99%Q4 2022Q3 20234
AXXCESS WEALTH MANAGEMENT, LLC 210.01%0.05%0.11%Q1 2022Q3 20234
Altman Advisors, Inc. 310.75%0.92%1.10%Q3 2022Q3 20234
INNOVIS ASSET MANAGEMENT LLC 440.20%0.23%0.27%Q4 2022Q3 20234
WEDGE CAPITAL MANAGEMENT L L P/NC 440.25%0.27%0.29%Q1 2016Q4 20164
Park Place Capital Corp 440.05%0.05%0.05%Q4 2022Q3 20234
HBK INVESTMENTS L P 220.04%0.09%0.13%Q2 2022Q3 20224
Delta Financial Group, Inc. 440.08%0.13%0.24%Q4 2022Q3 20234
VIAWEALTH, LLC 440.76%0.84%0.98%Q4 2022Q3 20234
Applied Capital LLC/FL 440.78%0.86%0.96%Q4 2022Q3 20234
Moran Wealth Management, LLC 440.61%0.64%0.68%Q4 2022Q3 20234
CATALYST FINANCIAL PARTNERS LLC 440.09%0.11%0.15%Q4 2022Q3 20234
EHP Funds Inc. 440.16%0.49%0.79%Q4 2022Q3 20234
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC 440.13%0.16%0.18%Q4 2022Q3 20234
ARMSTRONG ADVISORY GROUP, INC 440.00%0.00%0.01%Q4 2022Q3 20234
Teamwork Financial Advisors, LLC 440.06%0.52%1.04%Q1 2022Q4 20224
Mendota Financial Group, LLC 440.01%0.03%0.09%Q4 2022Q3 20234
Auto-Owners Insurance Co 440.81%0.91%1.05%Q4 2022Q3 20234
Goldstein Advisors, LLC 440.09%0.10%0.12%Q4 2022Q3 20234
Bleakley Financial Group, LLC 440.05%0.05%0.06%Q4 2022Q3 20234
Capital Group Investment Management Pte. Ltd. 440.18%0.75%1.41%Q4 2022Q3 20234
Trifecta Capital Advisors, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
Harvest Fund Management Co., Ltd 210.00%0.01%0.04%Q1 2020Q3 20234
Northern Financial Advisors Inc 440.20%0.24%0.28%Q4 2022Q3 20234
Corient Private Wealth LLC 440.26%0.27%0.30%Q4 2022Q3 20234
SYSTM Wealth Solutions LLC 440.78%0.94%1.09%Q4 2022Q3 20234
Cyndeo Wealth Partners, LLC 440.06%0.30%0.70%Q4 2022Q3 20234
New Hampshire Trust 440.75%0.82%0.93%Q4 2022Q3 20234
Colonial Trust Co / SC 440.04%0.05%0.09%Q4 2022Q3 20234
RFP Financial Group LLC 440.01%0.01%0.02%Q4 2022Q3 20234
FourThought Financial Partners, LLC 440.98%1.09%1.19%Q4 2022Q3 20234
DAYMARK WEALTH PARTNERS, LLC 440.13%0.21%0.30%Q4 2022Q3 20234
DoubleLine ETF Adviser LP 440.39%0.49%0.66%Q4 2022Q3 20234
Left Brain Wealth Management, LLC 440.67%0.77%0.90%Q4 2022Q3 20234
BlackRock Institutional Trust Company, N.A. 440.24%0.24%0.25%Q1 2016Q4 20164
GW&K Investment Management, LLC 220.00%0.00%0.00%Q1 2022Q3 20234
BLACKROCK ADVISORS LLC 440.17%0.18%0.18%Q1 2016Q4 20164
Icon Wealth Partners, LLC 110.01%0.02%0.05%Q4 2017Q2 20234
Braun-Bostich & Associates Inc. 310.02%0.09%0.20%Q4 2017Q4 20214
COBALT CAPITAL MANAGEMENT, INC. 211.91%2.61%2.96%Q1 2016Q3 20234
Diametric Capital, LP 440.70%1.05%1.50%Q3 2018Q2 20194
FNY Investment Advisers, LLC 310.02%0.04%0.06%Q2 2018Q3 20224
SIGNET FINANCIAL MANAGEMENT, LLC 310.00%0.01%0.01%Q1 2018Q4 20214
LITTLE HOUSE CAPITAL LLC 310.50%0.73%1.01%Q1 2021Q4 20224
SPOT TRADING L.L.C. 220.02%0.07%0.15%Q2 2017Q3 20174
Covenant Multifamily Offices, LLC 210.04%0.05%0.09%Q4 2017Q4 20194
CG Asset Management LLC 440.66%0.71%0.79%Q1 2016Q4 20164
CHURCHILL MANAGEMENT Corp 440.15%0.17%0.19%Q2 2022Q1 20234
Full Sail Capital, LLC 440.05%0.12%0.26%Q4 2018Q3 20194
Junto Capital Management LP 220.76%1.71%2.94%Q4 2021Q4 20224
Elkhorn Investments, LLC 441.02%1.10%1.17%Q1 2017Q4 20174
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 440.19%0.21%0.22%Q4 2022Q3 20234
CHICAGO EQUITY PARTNERS LLC 310.04%0.26%0.45%Q4 2016Q1 20204
Empowered Funds, LLC 440.02%0.02%0.02%Q4 2022Q3 20234
Itau Unibanco Holding S.A. 220.00%0.04%0.10%Q1 2017Q1 20214
Formidable Asset Management, LLC 310.19%0.22%0.25%Q3 2016Q3 20174
Kernodle & Katon Asset Management Group, LLC 310.00%0.01%0.01%Q1 2016Q1 20174
AGF MANAGEMENT LTD 440.41%0.47%0.56%Q4 2022Q3 20234
Legacy Capital Wealth Partners, LLC 210.16%0.19%0.20%Q4 2020Q3 20234
HIGH POINT BANK & TRUST CO 440.01%0.01%0.01%Q1 2016Q4 20164
Leucadia National 440.01%0.02%0.05%Q4 2022Q3 20234
Virtus ETF Advisers LLC 220.26%0.35%0.43%Q2 2022Q2 20234
Hoover Financial Advisors, Inc. 310.01%0.02%0.02%Q2 2020Q2 20214
BlueMar Capital Management, LLC 310.47%1.41%3.54%Q1 2016Q4 20204
GABELLI FUNDS LLC 440.01%0.01%0.02%Q4 2022Q3 20234
Ahrens Investment Partners LLC 310.01%0.01%0.01%Q4 2021Q1 20234
BlackRock Fund Advisors 440.17%0.18%0.19%Q1 2016Q4 20164
HOLLENCREST CAPITAL MANAGEMENT 440.00%0.00%0.00%Q4 2022Q3 20234
STEEL GROVE CAPITAL ADVISORS, LLC 440.07%0.10%0.14%Q1 2017Q4 20174
QCM Cayman, Ltd. 210.05%0.46%1.09%Q1 2017Q1 20224
WEST BANCORPORATION INC 440.12%0.21%0.26%Q4 2021Q3 20224
Brendel Financial Advisors LLC 211.51%2.88%4.82%Q2 2021Q3 20234
Bain Capital Public Equity Management II, LLC 311.96%3.13%4.27%Q2 2020Q3 20224
PHYSICIANS FINANCIAL SERVICES, INC. 440.01%0.02%0.03%Q1 2016Q4 20164
TITLEIST CAPITAL, LLC 310.04%0.05%0.05%Q4 2021Q4 20224
THOMASPARTNERS, INC. 440.00%0.00%0.00%Q1 2016Q4 20164
MILES CAPITAL, INC. 440.12%0.12%0.13%Q3 2017Q2 20184
Tranquility Partners, LLC 310.10%0.21%0.26%Q2 2019Q1 20224
Murphy Pohlad Asset Management LLC 440.17%0.18%0.18%Q1 2016Q4 20164
Sound View Wealth Advisors Group, LLC 440.04%0.04%0.05%Q4 2022Q3 20234
WOLVERINE ASSET MANAGEMENT LLC 210.00%0.01%0.03%Q2 2019Q2 20214
Bridgefront Capital, LLC 210.27%0.44%0.57%Q1 2021Q2 20234
Colonial Trust Advisors 440.00%0.00%0.00%Q4 2022Q3 20234
Meeder Advisory Services, Inc. 440.14%0.15%0.16%Q4 2022Q3 20234
CRAMER ROSENTHAL MCGLYNN LLC 440.33%0.55%0.73%Q1 2016Q4 20164
BlackRock Investment Management, LLC 440.15%0.15%0.16%Q1 2016Q4 20164
TAURUS ASSET MANAGEMENT, LLC 440.07%0.07%0.08%Q2 2017Q1 20184
BELLEVUE ASSET MANAGEMENT, LLC 440.00%0.00%0.00%Q4 2022Q3 20234
WestEnd Advisors, LLC 440.00%0.00%0.00%Q2 2021Q1 20224
WealthPLAN Partners, LLC 220.00%0.01%0.02%Q2 2016Q2 20234
Hartford Funds Management Co LLC 440.03%0.05%0.07%Q3 2022Q2 20234
MAGNOLIA CAPITAL MANAGEMENT LTD 440.00%0.00%0.00%Q4 2022Q3 20234
Emerald Advisors, LLC 440.14%0.16%0.18%Q4 2020Q3 20214
Fund Evaluation Group, LLC 440.14%0.16%0.19%Q4 2017Q3 20184
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 440.13%0.14%0.16%Q4 2022Q3 20234
Aquatic Capital Management LLC 220.01%0.47%0.88%Q2 2022Q2 20234
PICTON MAHONEY ASSET MANAGEMENT 310.00%0.66%0.90%Q1 2016Q1 20234
Jackson Wealth Management, LLC 220.24%0.34%0.43%Q3 2017Q4 20194
Monument Capital Management 441.00%1.08%1.15%Q4 2017Q3 20184
Northstar Advisory Group, LLC 440.20%0.54%0.94%Q1 2022Q4 20224
Alpha Paradigm Partners, LLC 440.02%0.09%0.24%Q3 2021Q2 20224
Horan Securities, Inc. 310.00%0.00%0.01%Q2 2020Q2 20234
INCEPTIONR LLC 440.21%0.29%0.38%Q4 2022Q3 20234
Live Oak Investment Partners 440.25%0.28%0.33%Q4 2022Q3 20234
L & S Advisors Inc 210.54%0.86%1.33%Q2 2020Q1 20234
FNY Managed Accounts LLC 310.04%0.12%0.16%Q1 2016Q3 20174
CALDWELL SUTTER CAPITAL, INC. 440.02%0.03%0.04%Q4 2022Q3 20234
Jump Financial, LLC 210.02%0.04%0.09%Q3 2020Q1 20234
Phoenix Holdings Ltd. 440.02%0.06%0.08%Q4 2022Q3 20234
Ten Capital Wealth Advisors, LLC 310.00%0.00%0.01%Q2 2021Q1 20234
Lebenthal Asset Management, LLC 440.03%0.03%0.04%Q2 2016Q1 20174
55I, LLC 310.01%0.02%0.03%Q3 2021Q3 20224
Intersect Capital LLC 310.04%0.08%0.14%Q2 2019Q2 20224
Sunnymeath Asset Management, Inc. 440.07%0.62%2.20%Q1 2016Q4 20164
MSI Financial Services Inc 440.04%0.04%0.04%Q1 2016Q4 20164
KAVAR CAPITAL PARTNERS GROUP, LLC 310.04%0.05%0.05%Q3 2021Q4 20224
Legal Advantage Investments, Inc. 440.23%0.29%0.36%Q4 2022Q3 20234
Tandem Wealth Advisors LLC 440.15%0.16%0.17%Q4 2022Q3 20234
FIRST HORIZON CORP 440.01%0.01%0.01%Q3 2020Q2 20214
Assured Investment Management LLC 110.00%0.04%0.12%Q3 2016Q3 20184
Cambria Investment Management, L.P. 440.45%0.51%0.54%Q1 2016Q4 20164
Almanack Investment Partners, LLC. 210.01%0.02%0.03%Q2 2019Q3 20224
Sterling Financial Planning, Inc. 440.05%0.06%0.06%Q4 2020Q3 20214
Capital Returns Management, LLC 225.61%7.40%9.00%Q3 2017Q3 20204
BlackRock Japan Co. Ltd 440.26%0.26%0.27%Q1 2016Q4 20164
Legato Capital Management LLC 440.16%0.22%0.36%Q4 2022Q3 20234
IAT REINSURANCE CO LTD. 210.00%0.80%2.76%Q1 2017Q1 20224
BlackRock Group LTD 440.30%0.31%0.32%Q1 2016Q4 20164
PGIM Custom Harvest LLC 440.01%0.02%0.02%Q4 2020Q3 20214
BSW Wealth Partners 440.04%0.05%0.07%Q4 2022Q3 20234
Alyeska Investment Group, L.P. 110.13%0.22%0.32%Q1 2016Q3 20234
Quotient Investors, LLC 440.19%0.33%0.46%Q2 2016Q1 20174
Curi Wealth Management, LLC 310.01%0.02%0.02%Q4 2020Q2 20224
Everhart Financial Group, Inc. 220.09%0.11%0.14%Q2 2022Q3 20234
Mayflower Financial Advisors, LLC 440.03%0.04%0.04%Q4 2022Q3 20234
KELLEHER FINANCIAL ADVISORS 440.87%0.94%1.02%Q1 2016Q4 20164
SYNTAX ADVISORS, LLC 440.16%0.17%0.17%Q4 2021Q3 20224
Better Money Decisions, LLC 310.02%0.03%0.03%Q1 2021Q2 20224
Maven Securities LTD 310.01%0.07%0.11%Q2 2020Q1 20224
DFPG INVESTMENTS, LLC 440.04%0.06%0.09%Q4 2022Q3 20234
Alaethes Wealth LLC 440.82%0.91%1.07%Q4 2022Q3 20234
DRW Securities, LLC 210.01%0.03%0.10%Q2 2022Q3 20234
UNIO CAPITAL LLC 442.02%3.67%6.26%Q4 2022Q3 20234
Accurate Wealth Management, LLC 440.60%0.67%0.76%Q4 2022Q3 20234
KWMG, LLC 440.00%0.00%0.00%Q2 2018Q1 20194
Householder Group Estate & Retirement Specialist, LLC 310.00%0.00%0.00%Q3 2022Q3 20234
Wealth & Pension Services Group, Inc. 440.24%0.27%0.29%Q4 2018Q3 20194
McElhenny Sheffield Capital Management, LLC 440.29%0.37%0.44%Q4 2022Q3 20234
CHILTON CAPITAL MANAGEMENT LLC 210.00%0.03%0.05%Q2 2016Q2 20224
Fifth Third Wealth Advisors LLC 440.17%0.26%0.45%Q1 2023Q4 20234
Halpern Financial, Inc. 330.00%0.00%0.00%Q1 2021Q3 20213
CULLINAN ASSOCIATES INC 110.01%0.02%0.05%Q1 2022Q3 20233
Artemis Wealth Advisors, LLC 210.00%0.02%0.02%Q4 2019Q3 20203
Bellwether Advisors, LLC 330.00%0.00%0.00%Q2 2022Q4 20223
O'Shares Investment Advisers, LLC 330.17%0.20%0.25%Q3 2021Q1 20223
LifePlan Financial Group, Inc 330.00%0.00%0.00%Q4 2019Q2 20203
OKABENA INVESTMENT SERVICES INC 330.00%0.13%0.25%Q3 2022Q1 20233
Argentus Capital Management, LLC 330.08%0.10%0.14%Q1 2016Q3 20163
Personal Wealth Partners 210.00%0.00%0.00%Q3 2019Q2 20213
ACADIA TRUST NA 331.80%1.87%1.92%Q1 2016Q3 20163
Morton Brown Family Wealth, LLC 330.00%0.00%0.01%Q2 2022Q4 20223
Cornerstone Planning Group LLC 210.00%0.00%0.01%Q4 2022Q3 20233
1 NORTH WEALTH SERVICES LLC 210.00%0.00%0.00%Q1 2019Q4 20193
Empower Advisory Group, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Klingman & Associates, LLC 330.02%0.02%0.02%Q1 2016Q3 20163
IAG Wealth Partners, LLC 330.00%0.00%0.00%Q1 2022Q3 20223
WESTPORT RESOURCES MANAGEMENT INC 330.07%0.11%0.13%Q1 2016Q3 20163
XTX Topco Ltd 110.07%0.15%0.25%Q1 2022Q3 20233
MERITAGE PORTFOLIO MANAGEMENT 330.71%0.74%0.78%Q4 2015Q2 20163
RBF Capital, LLC 110.01%0.02%0.02%Q1 2022Q3 20233
DG CAPITAL MANAGEMENT INC 331.92%2.13%2.43%Q1 2016Q3 20163
Capital One Investing, Inc. 330.06%0.07%0.07%Q1 2019Q3 20193
Jackson Creek Investment Advisors LLC 330.09%0.10%0.10%Q2 2022Q4 20223
Premia Global Advisors, LLC 210.21%0.26%0.32%Q4 2017Q1 20193
TOKIO MARINE ASSET MANAGEMENT CO LTD 330.16%0.16%0.17%Q1 2016Q3 20163
Calvert Investment Management, Inc. 330.16%0.17%0.18%Q2 2016Q4 20163
Gideon Capital Advisors, Inc. 110.12%0.36%0.69%Q3 2017Q2 20193
Empire Financial Management Company, LLC 330.17%0.19%0.22%Q1 2023Q3 20233
PRW Wealth Management LLC 210.02%0.19%0.54%Q4 2018Q2 20213
AlphaOne Investment Services, LLC 330.02%0.03%0.04%Q3 2017Q1 20183
Graves Light Lenhart Wealth, Inc. 330.00%0.00%0.00%Q4 2021Q2 20223
Inlet Private Wealth, LLC 330.09%0.18%0.37%Q4 2018Q2 20193
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 330.04%0.04%0.04%Q1 2016Q3 20163
Sage Mountain Advisors LLC 330.03%0.04%0.04%Q1 2023Q3 20233
MQS Management LLC 210.14%0.34%0.54%Q2 2022Q2 20233
New England Research & Management, Inc. 210.31%0.62%0.79%Q3 2022Q2 20233
AIA Investment Management Private Ltd 330.02%0.03%0.04%Q1 2020Q3 20203
Imprint Wealth LLC 330.19%0.23%0.26%Q1 2023Q3 20233
SMITHBRIDGE ASSET MANAGEMENT INC/DE 330.67%0.75%0.86%Q4 2022Q2 20233
Resolute Capital Asset Partners LLC 212.45%2.66%2.95%Q3 2022Q3 20233
ENGINE NO. 1 LLC 330.06%0.10%0.12%Q2 2021Q4 20213
Iron Horse Wealth Management, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
Regency Capital Management Inc.\DE 332.04%2.31%2.81%Q1 2023Q3 20233
L2 Asset Management, LLC 210.10%0.12%0.13%Q4 2022Q3 20233
Cypress Wealth Services, LLC 330.08%0.08%0.09%Q1 2019Q3 20193
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) 330.02%0.03%0.03%Q1 2016Q3 20163
Buck Wealth Strategies, LLC 330.00%0.00%0.00%Q1 2023Q3 20233
BUCKINGHAM STRATEGIC PARTNERS, LLC 330.01%0.02%0.02%Q1 2022Q3 20223
EACHWIN CAPITAL, LP 332.67%3.05%3.34%Q1 2016Q3 20163
Versor Investments LP 330.06%0.19%0.34%Q1 2023Q3 20233
RPG Investment Advisory, LLC 210.00%0.00%0.00%Q3 2017Q1 20193
FIRST FOUNDATION ADVISORS 210.01%0.01%0.02%Q4 2022Q3 20233
Performa Ltd (US), LLC 330.86%1.38%1.66%Q3 2021Q1 20223
Canoe Financial LP 330.47%0.81%1.30%Q1 2023Q3 20233
CYNOSURE ADVISORS, LLC 330.13%0.14%0.14%Q4 2017Q2 20183
OLIVER LAGORE VANVALIN INVESTMENT GROUP 210.00%0.00%0.00%Q2 2022Q3 20233
TCG Advisory Services, LLC 330.06%0.06%0.07%Q1 2021Q3 20213
Quadrature Capital Ltd 110.03%0.14%0.31%Q1 2017Q1 20183
LAKEWOOD CAPITAL MANAGEMENT, LP 330.72%1.02%1.21%Q1 2020Q3 20203
KANALY TRUST CO 330.00%0.00%0.00%Q2 2016Q4 20163
Quad-Cities Investment Group, LLC 330.02%0.02%0.02%Q2 2018Q4 20183
EverPoint Asset Management, LLC 330.32%0.44%0.54%Q1 2016Q3 20163
Noked Capital LTD 330.31%0.49%0.65%Q4 2018Q2 20193
Exos TFP Holdings LLC 330.10%0.17%0.24%Q3 2022Q1 20233
CapWealth Advisors, LLC 330.01%0.01%0.01%Q1 2016Q3 20163
FINANCIAL ADVISORY PARTNERS, LLC 331.24%1.37%1.52%Q1 2023Q3 20233
One Capital Management, LLC 110.01%0.01%0.01%Q2 2022Q3 20233
Retirement Group, LLC 330.01%0.01%0.01%Q4 2021Q2 20223
Shepherd Financial Partners LLC 330.19%0.23%0.28%Q3 2019Q1 20203
Pine Valley Investments Ltd Liability Co 330.13%0.17%0.23%Q1 2023Q3 20233
FDO Partners, LLC 210.05%0.46%0.78%Q4 2016Q3 20173
Founders Capital Management 330.04%0.04%0.04%Q1 2017Q3 20173
Ellsworth Advisors, LLC 331.51%1.55%1.61%Q2 2021Q4 20213
Community Capital Management, LLC 330.70%0.93%1.25%Q2 2020Q4 20203
Ceredex Value Advisors LLC 330.74%0.84%0.90%Q1 2018Q3 20183
Gerstein Fisher 330.04%0.05%0.06%Q1 2016Q3 20163
Gs Investments, Inc. 330.58%0.62%0.66%Q1 2023Q3 20233
Ironsides Asset Advisors, LLC 330.18%0.20%0.22%Q2 2016Q4 20163
LANDAAS & CO /WI /ADV 210.02%0.02%0.02%Q3 2017Q2 20183
HIGHBRIDGE CAPITAL MANAGEMENT LLC 220.00%0.01%0.02%Q3 2017Q4 20173
KEELEY ASSET MANAGEMENT CORP 330.02%0.06%0.15%Q1 2016Q3 20163
Seelaus Asset Management LLC 330.23%0.35%0.44%Q1 2023Q3 20233
Leonetti & Associates, LLC 332.42%2.48%2.56%Q4 2016Q2 20173
Center For Asset Management LLC 210.21%0.24%0.29%Q4 2021Q4 20223
Ken Stern & Associates, Inc. 330.19%0.37%0.68%Q1 2016Q3 20163
Strategic Investment Solutions, Inc. /IL 330.00%0.01%0.02%Q1 2023Q3 20233
GRIES FINANCIAL LLC 210.06%0.15%0.20%Q1 2021Q3 20233
DB Fitzpatrick & Co, Inc 331.27%1.35%1.42%Q1 2023Q3 20233
Teton Advisors, Inc. 330.28%0.29%0.30%Q1 2016Q3 20163
Carmel Capital Partners, LLC 330.01%0.02%0.03%Q1 2023Q3 20233
CARY STREET PARTNERS ASSET MANAGEMENT LLC 330.01%0.01%0.01%Q3 2022Q1 20233
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.00%Q4 2019Q1 20213
Revisor Wealth Management LLC 330.22%0.25%0.28%Q1 2023Q3 20233
FORESTERS ASSET MANAGEMENT INC. 330.46%0.47%0.48%Q2 2016Q4 20163
TD Capital Management LLC 330.00%0.00%0.00%Q4 2022Q2 20233
Highstreet Asset Management Inc. 210.02%0.06%0.08%Q4 2017Q4 20193
EVEXIA WEALTH LLC 332.21%2.43%2.57%Q1 2023Q3 20233
WESPAC Advisors, LLC 331.95%2.03%2.12%Q2 2019Q4 20193
DEERE & CO 330.21%0.22%0.23%Q1 2016Q3 20163
Legacy Capital Group California, Inc. 330.37%0.42%0.47%Q1 2023Q3 20233
Mizuho Trust & Banking Co., Ltd. 330.28%0.29%0.30%Q1 2016Q3 20163
ICA Group Wealth Management, LLC 330.00%0.01%0.01%Q4 2022Q2 20233
Phillips Wealth Planners LLC 330.30%0.35%0.40%Q1 2023Q3 20233
Yellowstone Partners, LLC 210.14%0.16%0.20%Q3 2016Q4 20173
Fidelis Capital Partners, LLC 330.12%0.13%0.13%Q1 2023Q3 20233
GTS SECURITIES LLC 110.00%0.01%0.01%Q3 2023Q3 20233
Copperwynd Financial, LLC 210.10%0.11%0.12%Q4 2022Q3 20233
Shinko Asset Management Co., Ltd. 330.00%0.00%0.00%Q1 2016Q3 20163
InTrack Investment Management Inc 330.63%0.68%0.73%Q2 2023Q4 20233
Faithward Advisors, LLC 330.09%0.17%0.29%Q1 2023Q3 20233
Mill Creek Capital Advisors, LLC 210.01%0.01%0.01%Q4 2022Q3 20233
CarsonAllaria Wealth Management, Ltd. 330.02%0.02%0.02%Q1 2023Q3 20233
OMERS ADMINISTRATION Corp 330.02%0.02%0.02%Q2 2017Q4 20173
Newfound Research LLC 330.00%0.00%0.00%Q2 2017Q4 20173
Beverly Hills Private Wealth, LLC 330.06%0.38%0.62%Q4 2022Q2 20233
SANDLER CAPITAL MANAGEMENT 210.52%0.70%1.04%Q1 2021Q1 20223
FRANKLIN STREET ADVISORS INC /NC 210.02%0.03%0.03%Q3 2019Q4 20203
Nilsine Partners, LLC 330.15%0.17%0.20%Q1 2023Q3 20233
Dai-ichi Life Holdings, Inc. 330.20%0.27%0.32%Q1 2016Q3 20163
IBERIABANK CORP 330.03%0.04%0.05%Q2 2019Q4 20193
DARK FOREST CAPITAL MANAGEMENT LP 210.00%0.07%0.16%Q2 2021Q2 20233
Certified Advisory Corp 330.00%0.00%0.00%Q4 2019Q2 20203
Talbot Financial, LLC 331.51%1.72%1.99%Q4 2022Q2 20233
LaSalle St. Investment Advisors, LLC 330.10%0.11%0.12%Q1 2023Q3 20233
Vinva Investment Management Ltd 330.20%0.22%0.24%Q1 2023Q3 20233
Smith Group Asset Management, LLC 330.00%0.33%0.55%Q3 2021Q1 20223
CARLSON CAPITAL L P 330.28%0.54%0.71%Q1 2016Q3 20163
Petrus Trust Company, LTA 330.03%0.04%0.05%Q1 2023Q3 20233
DONALDSON CAPITAL MANAGEMENT, LLC 330.01%0.01%0.01%Q1 2023Q3 20233
Alpha Omega Wealth Management LLC 330.01%0.01%0.01%Q1 2016Q3 20163
Executive Wealth Management, LLC 330.00%0.00%0.01%Q4 2018Q2 20193
Sendero Wealth Management, LLC 330.16%0.26%0.31%Q4 2021Q2 20223
CAAS CAPITAL MANAGEMENT LP 110.02%0.02%0.03%Q2 2022Q2 20233
Gryphon Financial Partners LLC 330.03%0.03%0.04%Q4 2017Q2 20183
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 330.01%0.03%0.06%Q1 2022Q3 20223
Summit Wealth Group, LLC 210.00%0.04%0.06%Q1 2021Q1 20233
CAMG Solamere Management, LLC 330.59%0.75%0.87%Q1 2020Q3 20203
Verity & Verity, LLC 210.04%0.04%0.04%Q3 2019Q1 20233
ELM ADVISORS, LLC 110.07%0.13%0.27%Q4 2015Q4 20203
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 210.12%0.14%0.16%Q3 2019Q2 20203
Equitable Holdings, Inc. 210.00%0.00%0.01%Q4 2019Q3 20233
Litman Gregory Wealth Management LLC 210.00%0.01%0.02%Q1 2018Q3 20193
Financial Gravity Companies, Inc. 210.03%0.11%0.17%Q4 2017Q4 20183
Resolute Advisors LLC 330.00%0.00%0.00%Q1 2021Q3 20213
Connecticut Wealth Management, LLC 330.04%0.05%0.05%Q1 2023Q3 20233
Visium Asset Management, LP 330.20%0.34%0.54%Q4 2015Q2 20163
MONTRUSCO BOLTON INVESTMENTS INC. 330.17%0.22%0.30%Q1 2019Q3 20193
GLOBEFLEX CAPITAL L P 330.03%0.04%0.05%Q4 2016Q2 20173
Total Clarity Wealth Management, Inc. 210.00%0.00%0.00%Q3 2021Q2 20223
Adams Chetwood Wealth Management LLC 330.15%0.15%0.16%Q3 2021Q1 20223
Lomas Capital Management, LLC 333.22%5.29%7.16%Q2 2020Q4 20203
Engrave Wealth Partners LLC 330.06%0.07%0.08%Q4 2019Q2 20203
LBP AM SA 330.04%0.05%0.05%Q1 2023Q3 20233
Champlain Investment Partners, LLC 330.00%0.00%0.00%Q1 2016Q3 20163
ARROW FINANCIAL CORP 330.00%0.00%0.00%Q1 2022Q3 20223
Capstone Financial Group, Inc. 330.21%0.25%0.30%Q4 2019Q2 20203
MONEY CONCEPTS CAPITAL CORP 210.00%0.01%0.01%Q1 2022Q4 20223
A.R.T. Advisors, LLC 110.05%0.22%0.41%Q3 2016Q2 20203
BALASA DINVERNO & FOLTZ LLC 330.02%0.02%0.02%Q1 2022Q3 20223
Avalon Trust Co 330.01%0.01%0.01%Q1 2023Q3 20233
17 CAPITAL PARTNERS, LLC 330.95%1.05%1.10%Q2 2021Q4 20213
TITLEIST ASSET MANAGEMENT, LLC 330.04%0.04%0.04%Q1 2023Q3 20233
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q3 2020Q3 20233
RTD Financial Advisors, Inc. 330.07%0.08%0.08%Q4 2021Q2 20223
Channing Capital Management, LLC 330.23%0.25%0.26%Q1 2023Q3 20233
DC Investments Management, LLC 330.14%0.25%0.35%Q4 2019Q2 20203
Souders Financial Advisors 210.05%0.06%0.07%Q1 2022Q4 20223
1st Global Advisors, Inc. 330.03%0.03%0.03%Q1 2016Q3 20163
WEIK CAPITAL MANAGEMENT 330.11%0.13%0.15%Q1 2023Q3 20233
JET CAPITAL INVESTORS L P 331.28%1.75%2.50%Q1 2016Q3 20163
Private Vista, LLC 330.09%0.11%0.13%Q1 2016Q3 20163
StrongBox Wealth, LLC 330.14%0.14%0.14%Q1 2023Q3 20233
Leelyn Smith, LLC 210.00%0.01%0.01%Q4 2019Q4 20223
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 330.03%0.03%0.03%Q3 2019Q1 20203
GREAT VALLEY ADVISOR GROUP, INC. 330.04%0.04%0.04%Q1 2023Q3 20233
Van Leeuwen & Company, LLC 210.15%0.65%0.92%Q1 2021Q3 20233
Providence First Trust Co 210.05%1.17%1.84%Q3 2019Q3 20223
KRS Capital Management, LLC 330.66%0.75%0.81%Q1 2023Q3 20233
OSTRUM ASSET MANAGEMENT 330.30%0.40%0.52%Q1 2023Q3 20233
Pinkerton Retirement Specialists, LLC 330.07%0.08%0.08%Q2 2016Q4 20163
My Legacy Advisors, LLC 330.09%0.09%0.09%Q4 2022Q2 20233
Badgley Phelps Wealth Managers, LLC 330.44%0.48%0.51%Q1 2023Q3 20233
Nicholas Investment Partners, LP 330.19%0.24%0.28%Q1 2016Q3 20163
Noked Israel Ltd 330.31%0.49%0.65%Q4 2018Q2 20193
Railway Pension Investments Ltd 330.05%0.06%0.06%Q1 2023Q3 20233
Truadvice, LLC 220.08%0.09%0.09%Q1 2023Q2 20232
Geneva Partners, LLC 221.60%1.92%2.24%Q1 2022Q2 20222
Sender Co & Partners, Inc. 220.56%0.83%1.09%Q2 2022Q3 20222
MCIA Inc 220.00%0.01%0.01%Q2 2017Q3 20172
FFT WEALTH MANAGEMENT LLC 220.02%0.04%0.05%Q2 2021Q3 20212
MPS Loria Financial Planners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Hayden Royal, LLC 110.12%0.16%0.21%Q4 2018Q3 20192
Financial Insights, Inc. 110.19%0.26%0.34%Q1 2023Q3 20232
Park Avenue Institutional Advisers LLC 220.30%0.31%0.32%Q1 2016Q2 20162
CT Financial Advisors LLC 220.03%0.03%0.03%Q4 2016Q1 20172
Bristol County Savings Bank 221.75%1.76%1.76%Q3 2017Q4 20172
ISTHMUS PARTNERS, LLC 220.00%0.00%0.00%Q3 2017Q4 20172
Pluribus Labs, LLC 221.23%1.26%1.28%Q1 2022Q2 20222
Townsend & Associates, Inc 220.06%0.07%0.07%Q2 2018Q3 20182
Lebenthal Holdings,LLC 220.07%0.16%0.26%Q1 2016Q2 20162
Northwest Capital Management Inc 220.01%0.01%0.01%Q2 2023Q3 20232
Spindletop Capital, LLC 114.05%15.35%26.65%Q1 2020Q3 20202
Acorn Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Acrospire Investment Management LLC 220.01%0.06%0.10%Q1 2017Q2 20172
Ruggie Capital Group 110.01%0.01%0.02%Q4 2017Q4 20182
Spectrum Asset Management, Inc. (NB/CA) 220.32%0.48%0.64%Q3 2018Q4 20182
MANA Advisors LLC 220.21%0.40%0.59%Q4 2017Q1 20182
G&S Capital LLC 220.28%0.30%0.32%Q2 2023Q3 20232
SWS Partners 220.00%0.00%0.00%Q4 2017Q1 20182
Howard Capital Management Inc. 110.05%0.06%0.06%Q1 2022Q4 20222
RS INVESTMENT MANAGEMENT CO LLC 220.15%0.22%0.30%Q4 2015Q1 20162
Rheos Capital Works Inc. 220.93%1.03%1.12%Q2 2022Q3 20222
Signature Wealth Management Group 220.00%0.00%0.00%Q1 2018Q2 20182
Merit Financial Group, LLC 220.03%0.03%0.03%Q2 2023Q3 20232
Raab & Moskowitz Asset Management LLC 110.04%0.04%0.05%Q3 2018Q4 20192
NumerixS Investment Technologies Inc 110.05%0.12%0.19%Q4 2016Q1 20202
Grant Street Asset Management, Inc. 220.04%0.06%0.07%Q4 2020Q1 20212
Callodine Capital Management, LP 222.76%2.91%3.05%Q2 2023Q3 20232
Malaga Cove Capital, LLC 220.42%0.45%0.47%Q1 2021Q2 20212
Abacus Planning Group, Inc. 220.05%0.06%0.06%Q2 2023Q3 20232
Lighthouse Investment Partners, LLC 220.23%0.30%0.37%Q2 2023Q3 20232
Spartan Planning & Wealth Management 220.00%0.01%0.01%Q1 2022Q2 20222
Brookstone Capital Management 220.01%0.02%0.03%Q1 2022Q2 20222
Advisors Preferred, LLC 220.11%0.15%0.19%Q1 2017Q2 20172
Mountain Road Advisors, LLC 112.81%3.05%3.30%Q4 2019Q3 20202
Oak Thistle LLC 110.48%0.60%0.72%Q1 2022Q2 20232
Bell Rock Capital LLC 220.00%0.00%0.00%Q4 2018Q1 20192
Cordasco Financial Network 110.00%0.01%0.01%Q2 2018Q1 20192
GeoWealth Management, LLC 220.00%0.03%0.06%Q2 2023Q3 20232
Weather Gauge Advisory, LLC 220.18%0.19%0.20%Q3 2019Q4 20192
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q1 2019Q3 20232
Sargent Investment Group, LLC 110.04%0.06%0.08%Q4 2019Q3 20232
Winch Advisory Services, LLC 110.00%0.00%0.00%Q2 2019Q4 20192
Alpine Global Management, LLC 110.07%0.08%0.09%Q1 2017Q2 20202
Tuttle Capital Management, LLC 110.20%0.21%0.22%Q3 2019Q3 20202
WealthBridge Capital Management, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
ERTS Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Occidental Asset Management, LLC 220.28%0.32%0.35%Q2 2023Q3 20232
Cunning Capital Partners, LP 220.76%0.81%0.86%Q2 2023Q3 20232
PROSPECTOR PARTNERS LLC 220.67%1.22%1.78%Q2 2016Q3 20162
Schooner Investment Group, LLC. 220.13%0.34%0.56%Q1 2016Q2 20162
Red Door Wealth Management, LLC 110.00%0.08%0.16%Q2 2021Q2 20232
A. D. Beadell Investment Counsel, Inc. 220.64%0.75%0.87%Q2 2023Q3 20232
Somerset Group LLC 110.15%0.17%0.19%Q1 2022Q4 20222
Edge Wealth Management LLC 220.03%0.03%0.03%Q2 2018Q3 20182
Boltwood Capital Management 110.12%0.13%0.14%Q2 2017Q4 20172
MITCHELL CAPITAL MANAGEMENT CO 220.12%0.16%0.20%Q4 2017Q1 20182
Maryland State Retirement & Pension System 220.19%0.20%0.20%Q4 2020Q1 20212
VERUS CAPITAL PARTNERS, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Americana Partners, LLC 110.03%0.12%0.20%Q4 2019Q3 20232
CFM WEALTH PARTNERS LLC 220.04%0.05%0.05%Q1 2020Q2 20202
Great Diamond Partners, LLC 220.64%0.64%0.64%Q4 2019Q1 20202
Aurora Private Wealth, Inc. 110.07%0.12%0.16%Q1 2020Q3 20222
Soltis Investment Advisors LLC 220.41%0.42%0.42%Q2 2022Q3 20222
Optas, LLC 220.10%0.11%0.12%Q4 2019Q1 20202
Ocean Endowment Partners, LLC 220.30%0.46%0.62%Q4 2019Q1 20202
EPG Wealth Management LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Adams Wealth Management 220.38%0.38%0.38%Q4 2019Q1 20202
Granite Investment Partners, LLC 220.03%0.03%0.03%Q2 2022Q3 20222
Asio Capital, LLC 110.04%0.10%0.16%Q4 2019Q2 20202
Goodwin Investment Advisory 220.04%0.05%0.05%Q1 2021Q2 20212
Keebeck Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q2 20202
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 220.29%0.37%0.44%Q4 2022Q1 20232
BAROMETER CAPITAL MANAGEMENT INC. 222.13%2.14%2.16%Q1 2016Q2 20162
Veracity Capital LLC 220.30%0.36%0.42%Q1 2020Q2 20202
Vise Technologies, Inc. 220.05%0.08%0.11%Q2 2023Q3 20232
Intrua Financial, LLC 220.05%0.05%0.06%Q4 2022Q1 20232
MKD WEALTH COACHES, LLC 220.02%0.02%0.02%Q1 2019Q2 20192
Camarda Financial Advisors, LLC 110.01%0.02%0.03%Q4 2016Q1 20192
Duquesne Family Office 111.10%1.22%1.34%Q3 2017Q2 20202
Advisor Resource Council 110.03%0.03%0.04%Q4 2021Q2 20222
BNC WEALTH MANAGEMENT, LLC 220.82%1.11%1.40%Q1 2022Q2 20222
NinePointTwo Capital LLC 220.10%0.10%0.10%Q1 2023Q2 20232
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 110.02%0.08%0.15%Q3 2019Q1 20202
Crestline Management, LP 220.22%0.25%0.28%Q3 2019Q4 20192
Cordant, Inc. 110.00%0.00%0.00%Q3 2021Q1 20222
BEL AIR INVESTMENT ADVISORS LLC 220.01%0.01%0.02%Q1 2021Q2 20212
Wealth Advisory Solutions, LLC 220.08%0.08%0.08%Q1 2020Q2 20202
Parametrica Management Ltd 110.10%0.13%0.16%Q3 2017Q4 20202
Skandinaviska Enskilda Banken AB (publ) 220.08%0.08%0.08%Q3 2018Q4 20182
Euclid Advisors LLC 220.32%0.33%0.33%Q1 2016Q2 20162
KINGDON CAPITAL MANAGEMENT, L.L.C. 221.12%1.22%1.33%Q2 2016Q3 20162
FIRSTMERIT BANK N A TRUSTEE 220.08%0.08%0.09%Q1 2016Q2 20162
TKG Advisors, LLC 220.35%0.37%0.39%Q2 2023Q3 20232
MONROE BANK & TRUST/MI 110.00%0.00%0.00%Q1 2016Q4 20162
ShoreHaven Wealth Partners, LLC 220.04%0.04%0.04%Q4 2020Q1 20212
Golden State Equity Partners 220.08%0.09%0.11%Q2 2023Q3 20232
Greystone Financial Group, LLC 221.63%1.68%1.72%Q1 2021Q2 20212
FIRST NIAGARA BANK 220.07%0.08%0.08%Q1 2016Q2 20162
Mizuho Asset Management Co.,Ltd. 220.12%0.13%0.14%Q2 2016Q3 20162
Guardian Wealth Advisors, LLC 110.06%0.11%0.16%Q1 2021Q3 20232
Optiver Holding B.V. 220.00%0.00%0.00%Q3 2021Q4 20212
O'Neil Global Advisors, Inc. 110.72%1.63%2.55%Q1 2022Q4 20222
Orinda Asset Management LLC 220.12%0.15%0.18%Q1 2016Q2 20162
Oldfield Partners LLP 2215.58%16.14%16.70%Q2 2023Q3 20232
Level Financial Advisors 220.01%0.01%0.01%Q2 2023Q3 20232
ICON ADVISERS INC/CO 220.06%0.07%0.07%Q3 2016Q4 20162
Riverwater Partners LLC 110.29%0.30%0.30%Q4 2021Q2 20222
HARDING LOEVNER LP 220.00%0.00%0.00%Q1 2016Q2 20162
SHIKIAR ASSET MANAGEMENT INC 221.26%2.00%2.74%Q2 2023Q3 20232
MARYLAND CAPITAL ADVISORS INC. 220.01%0.01%0.01%Q2 2022Q3 20222
Washington Trust Advisors, Inc. 220.00%0.00%0.00%Q4 2021Q1 20222
GROUP ONE TRADING, L.P. 220.00%0.00%0.00%Q3 2020Q4 20202
READYSTATE ASSET MANAGEMENT LP 110.03%0.03%0.03%Q1 2023Q1 20232
ADIRONDACK TRUST CO 220.02%0.02%0.02%Q4 2015Q1 20162
HAP Trading, LLC 110.00%0.00%0.00%Q4 2018Q3 20192
PEOPLES BANK /OH 220.16%0.20%0.24%Q1 2016Q2 20162
Dixon Hughes Goodman Wealth Advisors LLC 220.04%0.04%0.04%Q4 2021Q1 20222
DISCIPLINED GROWTH INVESTORS INC /MN 220.01%0.01%0.01%Q4 2021Q1 20222
Missouri Trust & Investment Co 220.00%0.00%0.00%Q2 2023Q3 20232
WEXFORD CAPITAL LP 221.72%1.75%1.78%Q1 2016Q2 20162
DRIEHAUS CAPITAL MANAGEMENT LLC 220.01%0.01%0.02%Q4 2016Q1 20172
SSI INVESTMENT MANAGEMENT LLC 220.01%0.02%0.02%Q3 2019Q4 20192
RAIFF PARTNERS INC 111.62%2.10%2.57%Q1 2016Q4 20162
BIVIN & ASSOCIATES, INC. 110.00%0.00%0.00%Q4 2021Q2 20222
LGT Group Foundation 220.54%0.66%0.78%Q2 2023Q3 20232
Pinnacle Wealth Management, LLC 222.48%2.66%2.84%Q1 2022Q2 20222
Raleigh Capital Management Inc. 110.00%0.00%0.00%Q4 2021Q3 20232
ORLEANS CAPITAL MANAGEMENT CORP/LA 220.20%0.51%0.82%Q1 2018Q2 20182
HARTLINE INVESTMENT CORP/ 220.04%0.31%0.58%Q4 2022Q1 20232
SageView Advisory Group, LLC 220.02%0.02%0.02%Q1 2023Q2 20232
Empirical Asset Management, LLC 110.26%0.37%0.48%Q4 2021Q2 20232
XY Capital Ltd 110.18%0.18%0.18%Q2 2023Q2 20232
Catalyst Wealth Management, LLC 221.36%1.40%1.44%Q4 2022Q1 20232
W.H. Cornerstone Investments Inc. 220.83%0.84%0.85%Q2 2023Q3 20232
V-Square Quantitative Management LLC 110.09%0.34%0.58%Q1 2023Q3 20232
Fiduciary Alliance LLC 110.01%0.02%0.02%Q4 2022Q2 20232
Meredith Wealth Planning 220.22%0.26%0.29%Q4 2022Q1 20232
Forge First Asset Management Inc. 220.97%1.02%1.08%Q1 2023Q2 20232
Quarry LP 220.00%0.01%0.02%Q1 2023Q2 20232
Grey Fox Wealth Advisors, LLC 220.02%0.02%0.02%Q4 2022Q1 20232
West Tower Group, LLC 220.01%0.03%0.06%Q2 2023Q3 20232
iA Global Asset Management Inc. 220.04%0.10%0.16%Q2 2023Q3 20232
3Chopt Investment Partners, LLC 220.11%0.11%0.12%Q4 2022Q1 20232
ORG Partners LLC 220.02%0.04%0.06%Q2 2023Q3 20232
Nemes Rush Group LLC 221.73%1.87%2.00%Q2 2023Q3 20232
First County Bank /CT/ 220.12%0.16%0.21%Q2 2023Q3 20232
Cherry Tree Wealth Management, LLC 220.00%0.00%0.00%Q2 2023Q3 20232
UNION SAVINGS BANK 220.04%0.05%0.07%Q2 2023Q3 20232
INVESCO, LLC 220.13%0.13%0.14%Q2 2023Q3 20232
Van Cleef Asset Management,Inc 220.70%0.74%0.78%Q2 2023Q3 20232
MARTIN & CO INC /TN/ 220.69%0.72%0.74%Q1 2016Q2 20162
Nikko Asset Management Americas, Inc. 220.03%0.03%0.03%Q2 2016Q3 20162
Hollow Brook Wealth Management LLC 221.04%1.12%1.21%Q3 2016Q4 20162
GAM Holding AG 220.02%0.02%0.03%Q4 2017Q1 20182
Investors Capital Advisory Services 220.22%0.22%0.23%Q1 2016Q2 20162
GENERAL ELECTRIC CO 220.67%0.70%0.73%Q1 2016Q2 20162
Barnett & Company, Inc. 220.00%0.00%0.00%Q3 2019Q4 20192
Apriem Advisors 220.00%0.00%0.00%Q4 2016Q1 20172
Sonora Investment Management, LLC 220.00%0.00%0.00%Q2 2021Q3 20212
Migdal Insurance & Financial Holdings Ltd. 220.01%0.03%0.04%Q2 2019Q3 20192
MIDAS MANAGEMENT CORP 221.24%1.36%1.48%Q1 2016Q2 20162
AVIANCE CAPITAL MANAGEMENT, LLC 220.04%0.04%0.05%Q2 2016Q3 20162
LaFleur & Godfrey LLC 110.03%0.03%0.04%Q4 2022Q3 20232
Ifrah Financial Services, Inc. 220.09%0.10%0.10%Q1 2016Q2 20162
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. 220.08%0.08%0.09%Q4 2019Q1 20202
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 110.01%0.01%0.01%Q3 2018Q4 20222
Hartford Financial Management Inc. 220.00%0.00%0.00%Q3 2018Q4 20182
Portolan Capital Management 110.33%0.40%0.48%Q1 2023Q3 20232
Waverton Investment Management Ltd 220.16%0.20%0.23%Q3 2019Q4 20192
Allen Investment Management, LLC 220.01%0.01%0.01%Q3 2017Q4 20172
HERNDON CAPITAL MANAGEMENT LLC 220.00%0.00%0.00%Q2 2016Q3 20162
Zebra Capital Management LLC 220.28%0.30%0.32%Q4 2015Q1 20162
HOWARD HUGHES MEDICAL INSTITUTE 220.03%0.05%0.07%Q1 2016Q2 20162
DSC Advisors, L.P. 220.08%0.16%0.23%Q1 2022Q2 20222
Madison Asset Management, LLC 220.28%0.30%0.32%Q4 2019Q1 20202
CALTON & ASSOCIATES, INC. 220.16%0.17%0.17%Q4 2017Q1 20182
COUNTRY CLUB BANK /GFN 220.02%0.02%0.02%Q2 2023Q3 20232
Pine River Capital Management L.P. 220.01%0.01%0.02%Q1 2016Q2 20162
ALGERT GLOBAL LLC 110.14%0.31%0.47%Q4 2020Q2 20212
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 110.02%0.05%0.08%Q4 2019Q2 20202
BBVA USA 220.01%0.01%0.01%Q2 2021Q3 20212
MENDON CAPITAL ADVISORS CORP 110.16%0.46%0.76%Q3 2017Q3 20192
LEVEL FOUR FINANCIAL, LLC 110.09%0.10%0.11%Q4 2020Q3 20212
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 220.09%0.09%0.10%Q4 2020Q1 20212
MARVIN & PALMER ASSOCIATES INC 224.43%4.54%4.65%Q1 2022Q2 20222
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 220.01%0.01%0.01%Q2 2022Q3 20222
DAVIDSON INVESTMENT ADVISORS 220.00%0.00%0.00%Q3 2016Q4 20162
PROVIDENT TRUST CO 220.01%0.01%0.02%Q3 2019Q4 20192
DE BURLO GROUP INC 110.00%0.00%0.00%Q1 2022Q3 20222
AMG Funds LLC 221.64%1.75%1.87%Q2 2020Q3 20202
MARIETTA INVESTMENT PARTNERS LLC 220.46%0.47%0.49%Q1 2016Q2 20162
HARVEST CAPITAL MANAGEMENT INC 220.08%0.08%0.08%Q1 2019Q2 20192
BURKE & HERBERT BANK & TRUST CO 110.18%0.18%0.18%Q4 2019Q4 20202
INTREPID CAPITAL MANAGEMENT INC 220.00%0.00%0.00%Q2 2023Q3 20232
MILLER HOWARD INVESTMENTS INC /NY 220.01%0.01%0.01%Q1 2016Q2 20162
Guidant Wealth Advisors 220.00%0.00%0.00%Q2 2018Q3 20182
Bellwether Investment Group, LLC 220.03%0.07%0.11%Q4 2016Q1 20172
Perennial Advisors, LLC 220.00%0.01%0.01%Q2 2017Q3 20172
Syverson Strege & Co 220.00%0.00%0.00%Q4 2022Q1 20232
KCS Wealth Advisory 110.10%0.17%0.24%Q4 2017Q3 20192
American Financial Network Advisory Services LLC 220.04%0.04%0.04%Q3 2017Q4 20172
Emerald Acquisition Ltd. 220.32%0.32%0.32%Q2 2016Q3 20162
Enlightenment Research, LLC 110.28%0.45%0.62%Q2 2019Q1 20222
Inspire Investing, LLC 110.00%0.03%0.05%Q4 2017Q1 20202
Cornerstone Advisory, LLC 110.02%0.03%0.04%Q4 2021Q3 20232
Well Done, LLC 110.01%0.01%0.01%Q1 2018Q4 20182
Florence Capital Advisors, LLC 220.00%0.01%0.01%Q4 2016Q1 20172
NORTHSTAR WEALTH PARTNERS LLC 220.26%0.27%0.27%Q1 2017Q2 20172
Parkside Investments, LLC 220.19%0.24%0.28%Q3 2017Q4 20172
Watermark Asset Management, Inc. 220.00%0.00%0.00%Q1 2017Q2 20172
Caption Management, LLC 220.14%0.14%0.14%Q2 2023Q3 20232
Financial Security Advisor, Inc. 110.41%0.41%0.41%Q3 2023Q3 20231
Arlington Trust Co LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Envestnet Portfolio Solutions, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Annis Gardner Whiting Capital Advisors, LLC 110.05%0.05%0.05%Q3 2023Q3 20231
SYON CAPITAL LLC 110.07%0.07%0.07%Q3 2023Q3 20231
MBB PUBLIC MARKETS I LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Supplemental Annuity Collective Trust of NJ 110.22%0.22%0.22%Q1 2016Q1 20161
United Community Bank 110.01%0.01%0.01%Q3 2023Q3 20231
KICKSTAND VENTURES, LLC. 110.07%0.07%0.07%Q3 2023Q3 20231
NEOS Investment Management LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Ford Financial Group, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Seven Bridges Advisors LLC 110.07%0.07%0.07%Q2 2016Q2 20161
Hutchin Hill Capital, LP 110.05%0.05%0.05%Q2 2017Q2 20171
CSM Advisors, LLC 110.77%0.77%0.77%Q3 2023Q3 20231
Valued Wealth Advisors LLC 110.01%0.01%0.01%Q4 2023Q4 20231
Pallas Capital Advisors LLC 110.02%0.02%0.02%Q3 2023Q3 20231
QUANTITATIVE VALUE TECHNOLOGIES, LLC 110.58%0.58%0.58%Q2 2021Q2 20211
Marathon Asset Management Ltd 110.49%0.49%0.49%Q3 2021Q3 20211
Solstein Capital, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Voleon Capital Management LP 112.49%2.49%2.49%Q4 2019Q4 20191
St. James Investment Company, LLC 110.06%0.06%0.06%Q2 2017Q2 20171
THOMAS STORY & SON LLC 113.26%3.26%3.26%Q1 2016Q1 20161
AT Bancorp 110.17%0.17%0.17%Q4 2016Q4 20161
Alta Fox Capital Management 113.81%3.81%3.81%Q3 2023Q3 20231
CAPITAL ONE FINANCIAL CORP 110.05%0.05%0.05%Q1 2020Q1 20201
BRR OpCo, LLC 110.16%0.16%0.16%Q1 2019Q1 20191
Retirement Planning Group, LLC 110.02%0.02%0.02%Q1 2023Q1 20231
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
PATTON ALBERTSON MILLER GROUP, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Midwest Professional Planners, LTD. 110.00%0.00%0.00%Q4 2017Q4 20171
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Kepos Capital LP 110.29%0.29%0.29%Q1 2018Q1 20181
Coppell Advisory Solutions LLC 110.00%0.00%0.00%Q2 2023Q2 20231
Kowal Investment Group, LLC 110.02%0.02%0.02%Q3 2021Q3 20211
Safeguard Investment Advisory Group, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Nelson Capital Management, LLC 110.48%0.48%0.48%Q3 2023Q3 20231
INTEGRAL DERIVATIVES, LLC 110.01%0.01%0.01%Q3 2017Q3 20171
Interchange Capital Partners, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Jump Trading, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
Oder Investment Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Exane Asset Management 110.02%0.02%0.02%Q2 2018Q2 20181
WAYCROSS PARTNERS, LLC 111.95%1.95%1.95%Q3 2023Q3 20231
DHJJ Financial Advisors, Ltd. 110.00%0.00%0.00%Q3 2023Q3 20231
Palisade Asset Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
ALLSTATE INVESTMENT MANAGEMENT CO 110.09%0.09%0.09%Q4 2022Q4 20221
Sentry Investments Corp. 110.04%0.04%0.04%Q4 2017Q4 20171
Latitude Advisors, LLC 110.06%0.06%0.06%Q1 2022Q1 20221
Infini Master Fund 110.06%0.06%0.06%Q4 2020Q4 20201
Athanor Capital, LP 110.01%0.01%0.01%Q4 2020Q4 20201
GFS Advisors, LLC 110.04%0.04%0.04%Q1 2016Q1 20161
STELLIAM INVESTMENT MANAGEMENT, LP 111.54%1.54%1.54%Q1 2018Q1 20181
Altus Wealth Group LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Bluefin Trading, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
Argent Advisors, Inc. 110.00%0.00%0.00%Q4 2019Q4 20191
Bison Wealth, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Greenline Partners, LLC 110.76%0.76%0.76%Q2 2020Q2 20201
PCJ Investment Counsel Ltd. 110.78%0.78%0.78%Q1 2022Q1 20221
Genus Capital Management Inc. 110.74%0.74%0.74%Q3 2023Q3 20231
Gratus Capital, LLC 110.09%0.09%0.09%Q3 2018Q3 20181
COWEN AND COMPANY, LLC 110.14%0.14%0.14%Q4 2020Q4 20201
B, B, H, & B INC. 110.01%0.01%0.01%Q4 2020Q4 20201
Institute for Wealth Management, LLC. 110.12%0.12%0.12%Q4 2018Q4 20181
SAMLYN CAPITAL, LLC 110.60%0.60%0.60%Q1 2016Q1 20161
GraniteShares Advisors LLC 110.24%0.24%0.24%Q2 2022Q2 20221
Price Capital Management, Inc. 110.79%0.79%0.79%Q3 2019Q3 20191
Starfire Investment Advisers, Inc. 110.45%0.45%0.45%Q4 2017Q4 20171
Legacy Financial Group LLC 110.02%0.02%0.02%Q3 2023Q3 20231
Fortis Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Founders Financial Alliance, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
MidWestOne Financial Group, Inc. 110.50%0.50%0.50%Q4 2022Q4 20221
Paragon Wealth Strategies, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
BANCORPSOUTH INC 110.03%0.03%0.03%Q1 2016Q1 20161
CATALYST PRIVATE WEALTH, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Redhawk Wealth Advisors, Inc. 110.03%0.03%0.03%Q2 2019Q2 20191
WIPFLI FINANCIAL ADVISORS LLC, 110.03%0.03%0.03%Q3 2022Q3 20221
Berger Financial Group, Inc 110.79%0.79%0.79%Q4 2020Q4 20201
Blackstone Inc. 110.12%0.12%0.12%Q2 2016Q2 20161
MIZUHO MARKETS AMERICAS LLC 110.12%0.12%0.12%Q3 2023Q3 20231
Pineno Levin & Ford Asset Management, Inc. 111.16%1.16%1.16%Q1 2020Q1 20201
Retirement Planning Co of New England, Inc. 110.01%0.01%0.01%Q4 2021Q4 20211
Lowell Blake & Associates Inc. 110.29%0.29%0.29%Q4 2019Q4 20191
Fortis Group Advisors, LLC 110.00%0.00%0.00%Q3 2020Q3 20201
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Chesapeake Wealth Management 110.13%0.13%0.13%Q1 2018Q1 20181
Capstone Triton Financial Group, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
Davidson Capital Management Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Systematic Alpha Investments, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
AlphaStar Capital Management, LLC 110.45%0.45%0.45%Q3 2017Q3 20171
Livingston Group Asset Management CO (operating as Southport Capital Management) 110.00%0.00%0.00%Q2 2016Q2 20161
RUSSELL FRANK CO/ 110.29%0.29%0.29%Q1 2016Q1 20161
Peloton Wealth Strategists 111.82%1.82%1.82%Q1 2016Q1 20161
Waratah Capital Advisors Ltd. 110.05%0.05%0.05%Q4 2022Q4 20221
New England Professional Planning Group Inc. 110.17%0.17%0.17%Q4 2019Q4 20191
MADDEN SECURITIES Corp 110.00%0.00%0.00%Q4 2022Q4 20221
MENTA CAPITAL LLC 110.09%0.09%0.09%Q2 2016Q2 20161
LWM Advisory Services, LLC 110.25%0.25%0.25%Q3 2022Q3 20221
NEXT Financial Holdings 110.00%0.00%0.00%Q1 2019Q1 20191
Numeric Investors LLC 110.20%0.20%0.20%Q1 2016Q1 20161
Alerus Investment Advisors Corp 110.00%0.00%0.00%Q1 2016Q1 20161
TIG Advisors, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Signature Financial Management, Inc. 110.88%0.88%0.88%Q1 2016Q1 20161
Indiana Trust & Investment Management CO 110.03%0.03%0.03%Q3 2023Q3 20231
NWK Group, Inc. 110.01%0.01%0.01%Q2 2020Q2 20201
Visionary Wealth Advisors 110.02%0.02%0.02%Q4 2020Q4 20201
Samalin Investment Counsel, LLC 110.18%0.18%0.18%Q4 2019Q4 20191
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. 110.19%0.19%0.19%Q4 2022Q4 20221
Ascent Wealth Partners, LLC 110.01%0.01%0.01%Q1 2019Q1 20191
Parplus Partners 110.13%0.13%0.13%Q4 2019Q4 20191
CAMDEN NATIONAL CORP 111.59%1.59%1.59%Q1 2021Q1 20211
TOBIAS FINANCIAL ADVISORS, INC. 110.00%0.00%0.00%Q4 2019Q4 20191
Haafor (Singapore) Pte. Ltd. 110.42%0.42%0.42%Q1 2020Q1 20201
BBR PARTNERS, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
Lion Street Advisors, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Future Financial Wealth Managment LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Lebenthal Wealth Advisors, LLC 111.11%1.11%1.11%Q2 2016Q2 20161
SteelPeak Wealth, LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Minot Wealth Management LLC 110.36%0.36%0.36%Q4 2019Q4 20191
MainStreet Investment Advisors LLC 110.05%0.05%0.05%Q1 2020Q1 20201
IMS Capital Management 110.01%0.01%0.01%Q3 2018Q3 20181
TD Securities (USA) LLC 110.11%0.11%0.11%Q1 2016Q1 20161
BANK OF NOVA SCOTIA TRUST CO 110.01%0.01%0.01%Q3 2017Q3 20171
HighVista Strategies LLC 110.07%0.07%0.07%Q3 2017Q3 20171
Cognios Capital, LLC 111.10%1.10%1.10%Q4 2015Q4 20151
WealthStone, Inc. 110.05%0.05%0.05%Q2 2019Q2 20191
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 110.00%0.00%0.00%Q3 2018Q3 20181
S.A. Mason LLC 110.02%0.02%0.02%Q4 2019Q4 20191
EMERSON INVESTMENT MANAGEMENT, LLC 110.09%0.09%0.09%Q1 2016Q1 20161
Polar Asset Management Partners Inc. 110.00%0.00%0.00%Q1 2021Q1 20211
AUGUSTINE ASSET MANAGEMENT INC 110.13%0.13%0.13%Q4 2019Q4 20191
Capital Asset Advisory Services LLC 110.01%0.01%0.01%Q4 2020Q4 20201
ALETHEA CAPITAL MANAGEMENT, LLC 110.90%0.90%0.90%Q4 2020Q4 20201
Symphony Financial, Ltd. Co. 110.05%0.05%0.05%Q1 2022Q1 20221
Claybrook Capital, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
XML Financial, LLC 110.03%0.03%0.03%Q4 2022Q4 20221
NBC SECURITIES, INC. 110.45%0.45%0.45%Q3 2023Q3 20231
Shamrock Asset Management LLC 110.02%0.02%0.02%Q4 2015Q4 20151
Regal Investment Advisors LLC 110.02%0.02%0.02%Q4 2022Q4 20221
Provident Wealth Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Invictus RG 110.26%0.26%0.26%Q1 2018Q1 20181
FRONTIER INVESTMENT MGMT CO 110.07%0.07%0.07%Q2 2020Q2 20201
Silicon Hills Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
JS Capital Management LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Nuveen Fund Advisors, LLC 110.03%0.03%0.03%Q2 2016Q2 20161
LRT Capital Management, LLC 110.34%0.34%0.34%Q1 2022Q1 20221
HHG & Company, LLC 110.35%0.35%0.35%Q1 2016Q1 20161
Cypress Capital Management LLC (WY) 110.00%0.00%0.00%Q1 2019Q1 20191
Capital Square, LLC 110.05%0.05%0.05%Q1 2020Q1 20201
Full18 Capital LLC 110.66%0.66%0.66%Q4 2021Q4 20211
Clarkston Capital Partners, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
Watson Rebecca 110.00%0.00%0.00%Q2 2020Q2 20201
Airain ltd 110.02%0.02%0.02%Q4 2016Q4 20161
FNY Partners Fund LP 110.00%0.00%0.00%Q1 2017Q1 20171
PartnerRe Asset Management CORP 110.19%0.19%0.19%Q1 2016Q1 20161
Braver Wealth Management, LLC 110.04%0.04%0.04%Q4 2016Q4 20161
Reby Advisors, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
Farmer Steven Patrick 112.14%2.14%2.14%Q2 2022Q2 20221
Nebula Research & Development LLC 110.16%0.16%0.16%Q2 2023Q2 20231
Timber Hill LLC 110.09%0.09%0.09%Q1 2018Q1 20181
Gunderson Capital Management Inc. 1112.87%12.87%12.87%Q4 2022Q4 20221
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
GLG Partners LP 110.05%0.05%0.05%Q4 2017Q4 20171
Ballew Advisors, Inc 110.01%0.01%0.01%Q3 2018Q3 20181
Steinberg Global Asset Management 110.03%0.03%0.03%Q1 2019Q1 20191
NewDay Solutions, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Aft, Forsyth & Sober, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
CXI Advisors 110.01%0.01%0.01%Q4 2019Q4 20191
Jolley Asset Management, LLC 110.02%0.02%0.02%Q1 2018Q1 20181
BRANT POINT INVESTMENT MANAGEMENT LLC 110.97%0.97%0.97%Q1 2023Q1 20231
Samson Rock Capital LLP 110.21%0.21%0.21%Q3 2022Q3 20221
PNC Managed Account Solutions, Inc. 110.08%0.08%0.08%Q2 2021Q2 20211
Meridian Wealth Partners, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Gupta Wealth Management LLC 110.01%0.01%0.01%Q1 2016Q1 20161
CTC Alternative Strategies, Ltd. 110.34%0.34%0.34%Q2 2023Q2 20231
DELTEC ASSET MANAGEMENT LLC 110.40%0.40%0.40%Q1 2023Q1 20231
Columbia Pacific Advisors, LLC 110.43%0.43%0.43%Q4 2016Q4 20161
V Wealth Advisors LLC 110.01%0.01%0.01%Q2 2017Q2 20171
Enterprise Trust & Investment Co 110.01%0.01%0.01%Q2 2022Q2 20221
Kerrisdale Advisers, LLC 110.87%0.87%0.87%Q3 2022Q3 20221
Hi-Line Capital Management, LLC 113.09%3.09%3.09%Q3 2023Q3 20231
NICOLET ADVISORY SERVICES, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
WoodTrust Financial Corp 110.04%0.04%0.04%Q4 2022Q4 20221
MBE Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
WATER ISLAND CAPITAL LLC 116.89%6.89%6.89%Q4 2015Q4 20151
Bremer Bank National Association 110.01%0.01%0.01%Q1 2019Q1 20191
MARATHON CAPITAL MANAGEMENT 110.51%0.51%0.51%Q3 2023Q3 20231
HUSSMAN STRATEGIC ADVISORS, INC. 110.30%0.30%0.30%Q1 2020Q1 20201
Empirical Finance, LLC 110.01%0.01%0.01%Q4 2016Q4 20161
Pinnacle Wealth Advisors 110.04%0.04%0.04%Q2 2021Q2 20211
Israel Discount Bank of New York 110.00%0.00%0.00%Q1 2017Q1 20171
BLUE SQUARE ASSET MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2020Q2 20201
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
Claraphi Advisory Network, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
HIGHLAND CAPITAL MANAGEMENT LP 110.01%0.01%0.01%Q2 2016Q2 20161
Financial Enhancement Group LLC 110.23%0.23%0.23%Q4 2022Q4 20221
Segment Wealth Management, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
HIGHLINE CAPITAL MANAGEMENT, L.P. 113.95%3.95%3.95%Q2 2020Q2 20201
BILL & MELINDA GATES FOUNDATION TRUST 110.01%0.01%0.01%Q3 2023Q3 20231
NORTH AMERICAN MANAGEMENT CORP 110.03%0.03%0.03%Q2 2016Q2 20161
HNP Capital LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Strategic Blueprint, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Guidance Point Advisors, LLC 110.00%0.00%0.00%Q3 2021Q3 20211
SOCIETE GENERALE 110.13%0.13%0.13%Q2 2016Q2 20161
BURNHAM ASSET MANAGEMENT CORP /NY/ 110.08%0.08%0.08%Q2 2016Q2 20161
ALTERNA WEALTH MANAGEMENT, INC 110.10%0.10%0.10%Q4 2018Q4 20181
MANCHESTER FINANCIAL INC 110.00%0.00%0.00%Q1 2020Q1 20201
Nalls Sherbakoff Group, LLC 110.06%0.06%0.06%Q4 2018Q4 20181
WESPAC Advisors SoCal, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
CAPITAL GROWTH MANAGEMENT LP 111.01%1.01%1.01%Q1 2021Q1 20211
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q1 2018Q1 20181
MONETTA FINANCIAL SERVICES INC 110.65%0.65%0.65%Q2 2017Q2 20171
Cerebellum GP, LLC 110.30%0.30%0.30%Q3 2020Q3 20201
Grandview Asset Management LLC 110.02%0.02%0.02%Q1 2021Q1 20211
FORTEM FINANCIAL GROUP, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
MRA Associates USA LLC 110.13%0.13%0.13%Q2 2019Q2 20191
Clarfeld Financial Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
BRAUN STACEY ASSOCIATES INC 110.01%0.01%0.01%Q2 2022Q2 20221
HOWARD WEALTH MANAGEMENT, LLC 110.04%0.04%0.04%Q4 2019Q4 20191
Qsemble Capital Management, LP 111.20%1.20%1.20%Q2 2023Q2 20231
EQUITEC PROPRIETARY MARKETS, LLC 110.01%0.01%0.01%Q4 2021Q4 20211
Private Capital Management, LLC 110.04%0.04%0.04%Q3 2022Q3 20221
Demars Financial Group, LLC 112.36%2.36%2.36%Q3 2023Q3 20231
Bernardo Wealth Planning LLC 110.15%0.15%0.15%Q3 2019Q3 20191
EWG Elevate Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
TimeScale Financial, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Johnson Financial Group, LLC 110.23%0.23%0.23%Q4 2016Q4 20161
Thor Advisors, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Darwin Wealth Management, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Shellback Capital, LP 112.77%2.77%2.77%Q4 2022Q4 20221
Delpha Capital Management, LLC 110.35%0.35%0.35%Q1 2018Q1 20181
UBS OCONNOR LLC 110.07%0.07%0.07%Q3 2017Q3 20171
NORTHPOINTE CAPITAL LLC 110.48%0.48%0.48%Q1 2016Q1 20161
WealthOne, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Cynosure Group, LLC 110.10%0.10%0.10%Q2 2019Q2 20191
EA Series Trust 110.02%0.02%0.02%Q2 2023Q2 20231
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Landsberg, Bennett, & Dubbaneh LLC 110.28%0.28%0.28%Q4 2018Q4 20181
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
PAYDEN & RYGEL INVESTMENT GROUP 110.88%0.88%0.88%Q3 2023Q3 20231
Donoghue Forlines LLC 110.17%0.17%0.17%Q2 2022Q2 20221
GODSEY & GIBB, INC 110.00%0.00%0.00%Q2 2023Q2 20231
BARRETT & COMPANY, INC. 110.01%0.01%0.01%Q3 2023Q3 20231
FSB PREMIER WEALTH MANAGEMENT, INC. 110.01%0.01%0.01%Q4 2021Q4 20211
Plaisance Capital LLC 111.77%1.77%1.77%Q1 2020Q1 20201
Signition LP 110.26%0.26%0.26%Q3 2018Q3 20181
PHILADELPHIA TRUST CO 110.03%0.03%0.03%Q4 2017Q4 20171
JABODON PT CO 113.42%3.42%3.42%Q3 2021Q3 20211
HARVARD MANAGEMENT CO INC 110.32%0.32%0.32%Q1 2016Q1 20161
INTREPID FAMILY OFFICE LLC 111.75%1.75%1.75%Q1 2022Q1 20221
Gerber Kawasaki Wealth & Investment Management 110.00%0.00%0.00%Q3 2021Q3 20211
Trust Investment Advisors 110.20%0.20%0.20%Q4 2022Q4 20221
OLD POINT TRUST & FINANCIAL SERVICES N A 110.01%0.01%0.01%Q2 2023Q2 20231
MUFG Securities EMEA plc 110.02%0.02%0.02%Q3 2018Q3 20181
VIRGINIA RETIREMENT SYSTEM 110.08%0.08%0.08%Q1 2016Q1 20161
BRASADA CAPITAL MANAGEMENT, LP 110.00%0.00%0.00%Q3 2018Q3 20181
NBT BANK N A /NY 110.18%0.18%0.18%Q3 2023Q3 20231
RVW Wealth, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
ELLINGTON MANAGEMENT GROUP LLC 110.07%0.07%0.07%Q2 2017Q2 20171
Moreno Evelyn V 110.07%0.07%0.07%Q3 2023Q3 20231
ADVENT CAPITAL MANAGEMENT /DE/ 110.00%0.00%0.00%Q3 2018Q3 20181
Orbis Investment Management (U.S.), L.P. 114.34%4.34%4.34%Q4 2018Q4 20181
Next Capital Management LLC 110.00%0.00%0.00%Q2 2019Q2 20191
FJ Capital Management LLC 110.07%0.07%0.07%Q4 2022Q4 20221
Measured Wealth Private Client Group, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Heritage Financial Services, LLC 110.02%0.02%0.02%Q2 2022Q2 20221
PENINSULA ASSET MANAGEMENT INC 113.29%3.29%3.29%Q4 2015Q4 20151
VisionPoint Advisory Group, LLC 110.58%0.58%0.58%Q3 2023Q3 20231
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.03%0.03%0.03%Q2 2018Q2 20181
Rokos Capital Management LLP 110.37%0.37%0.37%Q3 2023Q3 20231
Brand Asset Management Group, Inc. 110.02%0.02%0.02%Q1 2021Q1 20211
Vident Advisory, LLC 110.09%0.09%0.09%Q3 2023Q3 20231
Anfield Capital Management, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
St. Johns Investment Management Company, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
WELD CAPITAL MANAGEMENT LLC 110.33%0.33%0.33%Q2 2020Q2 20201
Atom Investors LP 110.58%0.58%0.58%Q3 2023Q3 20231
ARXIS SECURITIES LLC 110.81%0.81%0.81%Q4 2016Q4 20161
StoneX Group Inc. 110.19%0.19%0.19%Q2 2017Q2 20171
Graticule Asia Macro Advisors LLC 110.02%0.02%0.02%Q3 2018Q3 20181
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 110.10%0.10%0.10%Q4 2019Q4 20191
ANALYTIC INVESTORS, LLC 110.02%0.02%0.02%Q4 2015Q4 20151
MCKINLEY CAPITAL MANAGEMENT LLC 110.00%0.00%0.00%Q2 2016Q2 20161
SYSTEMATIC FINANCIAL MANAGEMENT LP 110.09%0.09%0.09%Q1 2016Q1 20161
Rosenbaum Jay D. 110.34%0.34%0.34%Q1 2022Q1 20221
NICOLA WEALTH MANAGEMENT LTD. 110.51%0.51%0.51%Q4 2018Q4 20181
FormulaFolio Investments, LLC 110.00%0.00%0.00%Q2 2021Q2 20211
Fortis Capital Advisors, LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Creative Capital Management Investments LLC 110.00%0.00%0.00%Q4 2022Q4 20221
Warther Private Wealth, LLC 110.20%0.20%0.20%Q3 2023Q3 20231
SHAYNE & JACOBS, LLC 110.41%0.41%0.41%Q3 2023Q3 20231
McKinley Carter Wealth Services, Inc. 110.02%0.02%0.02%Q1 2018Q1 20181
DRIVE WEALTH MANAGEMENT, LLC 110.08%0.08%0.08%Q3 2023Q3 20231
Hibernia Wealth Partners, LLC 110.01%0.01%0.01%Q3 2023Q3 20231
CHASE INVESTMENT COUNSEL CORP 110.41%0.41%0.41%Q3 2023Q3 20231
RETIREMENT FINANCIAL SOLUTIONS, LLC 110.00%0.00%0.00%Q4 2022Q4 20221
HANCOCK WHITNEY INVESTMENT SERVICES INC. 110.06%0.06%0.06%Q4 2021Q4 20211
Ruedi Wealth Management, Inc. 110.00%0.00%0.00%Q4 2022Q4 20221
Register Financial Advisors LLC 110.00%0.00%0.00%Q3 2023Q3 20231
Greenfield Savings Bank 110.13%0.13%0.13%Q4 2023Q4 20231
Southside Capital, LLC 110.88%0.88%0.88%Q3 2019Q3 20191
Ritter Daniher Financial Advisory LLC / DE 110.00%0.00%0.00%Q2 2023Q2 20231
Infini Capital Management Ltd 110.06%0.06%0.06%Q4 2020Q4 20201
Glass Jacobson Investment Advisors llc 110.31%0.31%0.31%Q4 2022Q4 20221
Northwest Bank & Trust Co 110.01%0.01%0.01%Q2 2023Q2 20231
B.O.S.S. Retirement Advisors, LLC 110.05%0.05%0.05%Q1 2023Q1 20231
Lansing Street Advisors 110.00%0.00%0.00%Q4 2022Q4 20221
LGT Financial Advisors LLC 110.15%0.15%0.15%Q3 2023Q3 20231
TFB Advisors LLC 110.30%0.30%0.30%Q4 2022Q4 20221
Bridgeworth, LLC 110.01%0.01%0.01%Q2 2018Q2 20181
PROVENCE WEALTH MANAGEMENT GROUP 110.00%0.00%0.00%Q3 2023Q3 20231
Clearwater Capital Advisors, LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Safeguard Financial, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
iSAM Funds (UK) Ltd 110.53%0.53%0.53%Q2 2023Q2 20231
AXQ CAPITAL, LP 110.20%0.20%0.20%Q1 2023Q1 20231
My Personal CFO, LLC 110.05%0.05%0.05%Q4 2022Q4 20221
Acrisure Capital Management, LLC 111.02%1.02%1.02%Q1 2023Q1 20231
SIENA CAPITAL LLC 110.02%0.02%0.02%Q1 2022Q1 20221
LMG Wealth Partners, LLC 110.11%0.11%0.11%Q3 2023Q3 20231
Mystic Asset Management, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
O'Brien Wealth Partners LLC 110.00%0.00%0.00%Q3 2018Q3 20181
Granite Bay Wealth Management, LLC 110.02%0.02%0.02%Q3 2023Q3 20231
True Wealth Design, LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Cravens & Co Advisors, LLC 110.56%0.56%0.56%Q4 2022Q4 20221
STEPH & CO 110.01%0.01%0.01%Q3 2023Q3 20231
BluePath Capital Management, LLC 110.34%0.34%0.34%Q3 2023Q3 20231
Milestone Investment Advisors LLC 110.01%0.01%0.01%Q1 2023Q1 20231
Authentikos Wealth Advisory, LLC 110.00%0.00%0.00%Q3 2023Q3 20231
LGT Fund Management Co Ltd. 111.00%1.00%1.00%Q3 2023Q3 20231
Kula Investments, LLC 110.14%0.14%0.14%Q1 2023Q1 20231
25 LLC 110.00%0.00%0.00%Q1 2023Q1 20231
Steigerwald, Gordon & Koch Inc. 110.05%0.05%0.05%Q3 2023Q3 20231
ROTHSCHILD INVESTMENT LLC /IL 110.02%0.02%0.02%Q3 2023Q3 20231
CTC Capital Management, LLC 110.64%0.64%0.64%Q2 2022Q2 20221
Nauset Wealth Management. LLC 110.12%0.12%0.12%Q1 2022Q1 20221
New Perspectives, Inc 110.17%0.17%0.17%Q2 2022Q2 20221
JOURNEY STRATEGIC WEALTH LLC 110.03%0.03%0.03%Q4 2022Q4 20221
TCWP LLC 110.01%0.01%0.01%Q1 2022Q1 20221
Widmann Financial Services, Inc. 110.00%0.00%0.00%Q4 2021Q4 20211
PCA Investment Advisory Services Inc. 110.06%0.06%0.06%Q2 2023Q2 20231
MAVERICK CAPITAL LTD 110.01%0.01%0.01%Q4 2022Q4 20221
Henrickson Nauta Wealth Advisors, Inc. 110.06%0.06%0.06%Q4 2021Q4 20211
Good Life Advisors, LLC 110.04%0.04%0.04%Q3 2023Q3 20231
GUARDIAN WEALTH ADVISORS, LLC / NC 110.09%0.09%0.09%Q4 2021Q4 20211
Northside Capital Management, LLC 110.24%0.24%0.24%Q1 2017Q1 20171
CFO4Life, L.P. 110.17%0.17%0.17%Q4 2022Q4 20221
SCP Investment, LP 110.94%0.94%0.94%Q1 2019Q1 20191
Impact Partnership Wealth, LLC 110.01%0.01%0.01%Q2 2023Q2 20231
Santori & Peters, Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
PATTON FUND MANAGEMENT, INC. 110.06%0.06%0.06%Q4 2022Q4 20221
KINGSWOOD WEALTH ADVISORS, LLC 110.17%0.17%0.17%Q3 2023Q3 20231
KPP Advisory Services LLC 110.10%0.10%0.10%Q3 2023Q3 20231
Metatron Capital SICAV plc 110.77%0.77%0.77%Q4 2021Q4 20211
Ramirez Asset Management, Inc. 110.02%0.02%0.02%Q3 2023Q3 20231
Delphia (USA) Inc. 110.29%0.29%0.29%Q4 2021Q4 20211
Pictet Asset Management Holding SA 110.05%0.05%0.05%Q3 2023Q3 20231
CIBC WORLD MARKETS CORP 110.17%0.17%0.17%Q1 2023Q1 20231
SBB Research Group LLC 110.09%0.09%0.09%Q2 2022Q2 20221
QRG CAPITAL MANAGEMENT, INC. 110.13%0.13%0.13%Q3 2023Q3 20231
Financiere des Professionnels - Fonds d,investissement inc. 110.59%0.59%0.59%Q3 2023Q3 20231
TIAA TRUST, NATIONAL ASSOCIATION 110.03%0.03%0.03%Q3 2023Q3 20231
External links

This page lists all the filers that currently own CHUBB LIMITED or have owned CHUBB LIMITED in the past.