Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BARCLAYS PLC | 28 | 28 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q1 2020 | 83 |
CITIGROUP INC | 28 | 28 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q1 2020 | 71 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 70 |
Walleye Trading LLC | 24 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2020 | 61 |
JANE STREET GROUP, LLC | 22 | 1 | 0.00% | 0.01% | 0.08% | Q2 2014 | Q1 2020 | 56 |
Parallax Volatility Advisers, L.P. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2020 | 53 |
Citadel Advisors | 23 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q1 2020 | 52 |
Cutler Group LLC / CA | 18 | 18 | 0.00% | 0.01% | 0.12% | Q4 2015 | Q1 2020 | 50 |
HUNTINGTON NATIONAL BANK | 47 | 47 | 0.00% | 0.32% | 1.16% | Q1 2012 | Q3 2023 | 47 |
GOLDMAN SACHS GROUP INC | 28 | 4 | 0.00% | 0.08% | 0.19% | Q1 2012 | Q1 2020 | 40 |
WOLVERINE TRADING, LLC | 12 | 2 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q1 2020 | 40 |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q1 2020 | 37 |
CREDIT SUISSE AG/ | 20 | 8 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q1 2020 | 37 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q1 2020 | 35 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q1 2020 | 35 |
Greenwich Wealth Management LLC | 35 | 35 | 0.02% | 0.11% | 0.36% | Q2 2013 | Q4 2021 | 35 |
UBS Group AG | 22 | 22 | 0.00% | 0.07% | 0.17% | Q4 2014 | Q1 2020 | 35 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.08% | 0.63% | Q4 2014 | Q1 2020 | 34 |
Spot Trading L.L.C | 12 | 1 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q1 2017 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 33 | 33 | 0.01% | 0.34% | 1.36% | Q2 2013 | Q2 2021 | 33 |
SECURIAN ASSET MANAGEMENT, INC | 33 | 33 | 0.01% | 0.02% | 0.03% | Q1 2012 | Q1 2020 | 33 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.10% | 0.24% | Q2 2013 | Q1 2020 | 33 |
BANK OF MONTREAL /CAN/ | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 32 |
First Horizon Advisors, Inc. | 30 | 30 | 0.00% | 0.11% | 0.31% | Q4 2012 | Q1 2020 | 30 |
Creative Planning | 28 | 28 | 0.00% | 0.28% | 1.06% | Q2 2013 | Q1 2020 | 30 |
Cetera Advisor Networks LLC | 29 | 29 | 0.01% | 0.08% | 0.14% | Q1 2013 | Q1 2020 | 29 |
COMMERCE BANK | 29 | 29 | 0.02% | 0.48% | 0.75% | Q1 2013 | Q1 2020 | 29 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 28 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q1 2020 | 28 |
IMA Wealth, Inc. | 28 | 28 | 0.01% | 1.08% | 3.90% | Q2 2013 | Q1 2020 | 28 |
CENTRAL TRUST Co | 28 | 28 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2020 | 28 |
HighTower Advisors, LLC | 28 | 28 | 0.03% | 0.22% | 0.81% | Q2 2013 | Q1 2020 | 28 |
First Allied Advisory Services, Inc. | 28 | 28 | 0.01% | 0.12% | 0.34% | Q2 2013 | Q1 2020 | 28 |
MORGAN STANLEY | 28 | 28 | 0.05% | 0.18% | 0.25% | Q2 2013 | Q1 2020 | 28 |
PINNACLE ASSOCIATES LTD | 28 | 28 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q1 2020 | 28 |
Vantage Investment Partners, LLC | 28 | 28 | 0.00% | 0.44% | 1.52% | Q2 2013 | Q1 2020 | 28 |
PEAPACK GLADSTONE FINANCIAL CORP | 28 | 28 | 0.04% | 0.17% | 0.37% | Q2 2013 | Q1 2020 | 28 |
COMERICA BANK | 28 | 28 | 0.00% | 0.13% | 0.35% | Q2 2013 | Q1 2020 | 28 |
Bell Bank | 28 | 28 | 0.07% | 1.51% | 4.08% | Q2 2013 | Q1 2020 | 28 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.03% | 0.29% | 0.95% | Q2 2013 | Q1 2020 | 28 |
PINNACLE FINANCIAL PARTNERS INC | 28 | 28 | 0.01% | 0.54% | 1.14% | Q2 2013 | Q1 2020 | 28 |
WHITTIER TRUST CO OF NEVADA INC | 28 | 28 | 0.01% | 0.15% | 0.28% | Q2 2013 | Q1 2020 | 28 |
Colonial Trust Advisors | 28 | 28 | 0.02% | 0.76% | 2.10% | Q2 2013 | Q1 2020 | 28 |
FIRST MERCHANTS CORP | 28 | 28 | 0.01% | 0.13% | 0.29% | Q2 2013 | Q1 2020 | 28 |
Country Club Trust Company, n.a. | 28 | 28 | 0.03% | 0.64% | 1.01% | Q2 2013 | Q1 2020 | 28 |
PATTEN & PATTEN INC/TN | 28 | 28 | 0.06% | 0.99% | 2.78% | Q2 2013 | Q1 2020 | 28 |
WEIK CAPITAL MANAGEMENT | 28 | 28 | 0.12% | 0.44% | 0.79% | Q2 2013 | Q1 2020 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2020 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
Veritable, L.P. | 25 | 3 | 0.01% | 0.13% | 0.30% | Q4 2012 | Q1 2020 | 28 |
Cetera Advisors LLC | 28 | 28 | 0.04% | 0.12% | 0.34% | Q2 2013 | Q1 2020 | 28 |
1ST SOURCE BANK | 28 | 28 | 0.01% | 0.15% | 0.42% | Q2 2013 | Q1 2020 | 28 |
ENVESTNET ASSET MANAGEMENT INC | 28 | 28 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q1 2020 | 28 |
Wharton Business Group, LLC | 28 | 28 | 0.19% | 0.67% | 2.33% | Q2 2013 | Q1 2020 | 28 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 28 | 28 | 0.02% | 0.44% | 1.88% | Q2 2013 | Q1 2020 | 28 |
JPMORGAN CHASE & CO | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 28 | 28 | 0.00% | 0.29% | 0.79% | Q2 2013 | Q1 2020 | 28 |
NOTTINGHAM ADVISORS, INC. | 28 | 28 | 0.03% | 1.05% | 2.57% | Q2 2013 | Q1 2020 | 28 |
B. Riley Wealth Advisors, Inc. | 28 | 28 | 0.03% | 0.14% | 0.30% | Q2 2013 | Q1 2020 | 28 |
Carroll Financial Associates, Inc. | 28 | 28 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 28 |
OPPENHEIMER & CO INC | 28 | 28 | 0.01% | 0.07% | 0.14% | Q2 2013 | Q1 2020 | 28 |
GOULD ASSET MANAGEMENT LLC /CA/ | 28 | 28 | 0.17% | 0.54% | 0.94% | Q2 2013 | Q1 2020 | 28 |
Kistler-Tiffany Companies, LLC | 28 | 28 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2020 | 28 |
Raymond James Financial Services Advisors, Inc. | 28 | 28 | 0.03% | 0.15% | 0.61% | Q2 2013 | Q1 2020 | 28 |
Bank of New York Mellon Corp | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
LPL Financial LLC | 28 | 28 | 0.03% | 0.24% | 0.52% | Q2 2013 | Q1 2020 | 28 |
Windsor Capital Management, LLC | 28 | 28 | 0.04% | 3.97% | 8.92% | Q2 2013 | Q1 2020 | 28 |
Invesco Ltd. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
MCF Advisors LLC | 20 | 8 | 0.00% | 0.66% | 2.35% | Q1 2013 | Q1 2020 | 28 |
WESBANCO BANK INC | 28 | 28 | 0.03% | 0.18% | 0.28% | Q2 2013 | Q1 2020 | 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 28 | 28 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q1 2020 | 28 |
American Research & Management Co. | 28 | 28 | 0.01% | 0.16% | 0.99% | Q2 2013 | Q1 2020 | 28 |
WEDBUSH SECURITIES INC | 28 | 28 | 0.02% | 0.12% | 0.20% | Q2 2013 | Q1 2020 | 28 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 28 | 28 | 0.09% | 0.23% | 0.35% | Q2 2013 | Q1 2020 | 28 |
D.A. DAVIDSON & CO. | 28 | 28 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q1 2020 | 28 |
North Star Investment Management Corp. | 28 | 28 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q1 2020 | 28 |
RAYMOND JAMES TRUST N.A. | 28 | 28 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q1 2020 | 28 |
ATWOOD & PALMER INC | 28 | 28 | 0.02% | 1.26% | 3.37% | Q2 2013 | Q1 2020 | 28 |
STEPHENS INC /AR/ | 28 | 28 | 0.08% | 0.21% | 0.48% | Q2 2013 | Q1 2020 | 28 |
NORTHERN TRUST CORP | 28 | 28 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q1 2020 | 28 |
Sandy Spring Bank | 28 | 28 | 0.04% | 0.24% | 0.52% | Q2 2013 | Q1 2020 | 28 |
COURIER CAPITAL LLC | 28 | 28 | 0.04% | 0.17% | 0.26% | Q2 2013 | Q1 2020 | 28 |
ADELL HARRIMAN & CARPENTER INC | 28 | 28 | 0.01% | 0.24% | 0.42% | Q2 2013 | Q1 2020 | 28 |
US BANCORP \DE\ | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
KEYBANK NATIONAL ASSOCIATION/OH | 15 | 13 | 0.00% | 0.00% | 0.02% | Q4 2012 | Q1 2020 | 28 |
KINGS POINT CAPITAL MANAGEMENT | 28 | 28 | 0.07% | 0.88% | 1.57% | Q2 2013 | Q1 2020 | 28 |
Neuberger Berman Group LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 28 |
Cambridge Investment Research Advisors, Inc. | 28 | 28 | 0.01% | 0.13% | 0.28% | Q2 2013 | Q1 2020 | 28 |
FIFTH THIRD BANCORP | 28 | 28 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q1 2020 | 28 |
GUGGENHEIM CAPITAL LLC | 28 | 28 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q1 2020 | 28 |
INSIGHT 2811, INC. | 25 | 2 | 0.04% | 0.59% | 1.62% | Q2 2013 | Q1 2020 | 27 |
Barnett & Company, Inc. | 27 | 27 | 0.00% | 0.08% | 0.18% | Q2 2013 | Q4 2019 | 27 |
USCA RIA LLC | 27 | 27 | 0.01% | 0.17% | 0.36% | Q3 2013 | Q1 2020 | 27 |
Plante Moran Financial Advisors, LLC | 18 | 9 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q1 2020 | 27 |
Prospera Financial Services Inc | 23 | 4 | 0.07% | 0.58% | 1.45% | Q2 2013 | Q1 2020 | 27 |
Financial Architects, Inc | 22 | 5 | 0.01% | 0.16% | 0.61% | Q2 2013 | Q1 2020 | 27 |
DIVIDEND ASSETS CAPITAL, LLC | 27 | 27 | 0.01% | 0.13% | 1.08% | Q3 2013 | Q1 2020 | 27 |
BLAIR WILLIAM & CO/IL | 16 | 11 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 27 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 27 | 27 | 0.15% | 0.75% | 1.50% | Q3 2013 | Q1 2020 | 27 |
Verity & Verity, LLC | 27 | 27 | 0.30% | 0.76% | 1.14% | Q2 2013 | Q4 2019 | 27 |
STEEL GROVE CAPITAL ADVISORS, LLC | 21 | 6 | 0.50% | 2.15% | 5.00% | Q2 2013 | Q1 2020 | 27 |
Brinker Capital Investments, LLC | 27 | 27 | 0.06% | 0.42% | 1.15% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.09% | 0.17% | 0.27% | Q2 2013 | Q4 2019 | 27 |
Bartlett & Co. LLC | 26 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 27 |
SignalPoint Asset Management, LLC | 27 | 27 | 0.08% | 0.55% | 1.16% | Q4 2013 | Q2 2020 | 27 |
REGIONS FINANCIAL CORP | 17 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 27 |
Regal Investment Advisors LLC | 27 | 27 | 0.04% | 0.25% | 0.71% | Q2 2013 | Q4 2019 | 27 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 27 | 27 | 0.16% | 0.98% | 1.88% | Q2 2013 | Q4 2019 | 27 |
GLENMEDE TRUST CO NA | 21 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2020 | 27 |
ALLIANCEBERNSTEIN L.P. | 27 | 27 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 27 |
Mariner, LLC | 26 | 26 | 0.01% | 0.18% | 0.53% | Q4 2013 | Q1 2020 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2019 | 26 |
SMITH, MOORE & CO. | 26 | 26 | 0.05% | 0.38% | 0.65% | Q4 2013 | Q1 2020 | 26 |
Shamrock Asset Management LLC | 26 | 26 | 0.01% | 0.27% | 1.03% | Q2 2013 | Q3 2019 | 26 |
HANCOCK WHITNEY CORP | 16 | 10 | 0.01% | 0.28% | 0.73% | Q2 2013 | Q1 2020 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.32% | 0.64% | 1.02% | Q4 2016 | Q1 2023 | 26 |
OPTIMUM INVESTMENT ADVISORS | 19 | 7 | 0.03% | 0.15% | 0.28% | Q3 2013 | Q1 2020 | 26 |
Winslow, Evans & Crocker, Inc. | 26 | 26 | 0.00% | 0.04% | 0.17% | Q4 2013 | Q1 2020 | 26 |
SYNOVUS FINANCIAL CORP | 17 | 9 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2020 | 26 |
Raab & Moskowitz Asset Management LLC | 26 | 26 | 0.05% | 0.45% | 2.00% | Q4 2013 | Q1 2020 | 26 |
Focused Wealth Management, Inc | 26 | 26 | 0.00% | 0.74% | 2.86% | Q3 2013 | Q4 2019 | 26 |
Gradient Investments LLC | 16 | 10 | 0.00% | 0.06% | 0.25% | Q3 2013 | Q1 2020 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.05% | 0.11% | 0.17% | Q2 2013 | Q3 2019 | 26 |
United Asset Strategies, Inc. | 13 | 3 | 0.01% | 0.93% | 1.88% | Q2 2013 | Q1 2020 | 26 |
Capital Advisors, Ltd. LLC | 26 | 26 | 0.06% | 0.56% | 1.32% | Q4 2013 | Q1 2020 | 26 |
Evanson Asset Management, LLC | 26 | 26 | 0.03% | 0.21% | 0.50% | Q4 2013 | Q1 2020 | 26 |
Private Advisor Group, LLC | 26 | 26 | 0.04% | 0.17% | 0.38% | Q4 2013 | Q1 2020 | 26 |
Jefferies Group LLC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q1 2020 | 25 |
CAPTRUST FINANCIAL ADVISORS | 13 | 1 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q1 2020 | 25 |
STIFEL FINANCIAL CORP | 25 | 25 | 0.02% | 0.07% | 0.14% | Q1 2014 | Q1 2020 | 25 |
Kovack Advisors, Inc. | 25 | 25 | 0.06% | 0.72% | 2.88% | Q1 2014 | Q1 2020 | 25 |
Partnervest Advisory Services LLC | 13 | 12 | 0.02% | 0.09% | 0.23% | Q2 2013 | Q1 2020 | 25 |
ProVise Management Group, LLC | 25 | 25 | 0.01% | 0.15% | 0.34% | Q1 2014 | Q1 2020 | 25 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 22 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2020 | 25 |
COLDSTREAM CAPITAL MANAGEMENT INC | 20 | 5 | 0.03% | 0.82% | 4.19% | Q2 2013 | Q4 2019 | 25 |
Janney Montgomery Scott LLC | 15 | 3 | 0.04% | 0.18% | 0.44% | Q3 2013 | Q1 2020 | 25 |
MUFG Americas Holdings Corp | 24 | 1 | 0.00% | 0.02% | 0.05% | Q2 2011 | Q2 2019 | 25 |
CHOREO, LLC | 25 | 25 | 0.02% | 1.15% | 5.37% | Q1 2014 | Q1 2020 | 25 |
Addison Capital Co | 13 | 12 | 0.03% | 0.23% | 0.38% | Q4 2013 | Q1 2020 | 25 |
Mathes Company, Inc. | 25 | 25 | 0.04% | 0.27% | 0.89% | Q4 2013 | Q4 2019 | 25 |
Friedenthal Financial | 23 | 2 | 0.26% | 1.33% | 7.77% | Q4 2013 | Q3 2021 | 25 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2020 | 25 |
M&T BANK CORP | 23 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2020 | 24 |
HSBC HOLDINGS PLC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2019 | 24 |
Dorsey & Whitney Trust CO LLC | 18 | 6 | 0.02% | 0.06% | 0.20% | Q2 2013 | Q1 2020 | 24 |
HBK Sorce Advisory LLC | 11 | 5 | 0.01% | 0.08% | 0.30% | Q4 2013 | Q1 2020 | 24 |
Apriem Advisors | 17 | 7 | 0.00% | 0.19% | 0.73% | Q2 2013 | Q4 2019 | 24 |
NEXT Financial Group, Inc | 24 | 24 | 0.01% | 0.17% | 0.61% | Q2 2014 | Q1 2020 | 24 |
Lattice Strategies LLC | 24 | 24 | 0.80% | 1.71% | 3.28% | Q2 2013 | Q1 2019 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2019 | 24 |
Ashfield Capital Partners, LLC | 24 | 24 | 0.01% | 0.11% | 0.40% | Q2 2014 | Q1 2020 | 24 |
10-15 ASSOCIATES, INC. | 24 | 24 | 0.02% | 0.32% | 0.88% | Q2 2013 | Q1 2019 | 24 |
COBIZ WEALTH, LLC | 13 | 10 | 0.08% | 0.90% | 2.69% | Q2 2013 | Q2 2019 | 23 |
DUNCKER STREETT & CO INC | 23 | 23 | 0.00% | 0.05% | 0.07% | Q4 2013 | Q2 2019 | 23 |
A. D. Beadell Investment Counsel, Inc. | 13 | 10 | 0.10% | 1.19% | 2.05% | Q2 2013 | Q2 2020 | 23 |
BOKF, NA | 19 | 4 | 0.02% | 0.10% | 0.19% | Q4 2013 | Q1 2020 | 23 |
Crossvault Capital Management LLC | 23 | 23 | 0.02% | 0.09% | 0.18% | Q3 2014 | Q1 2020 | 23 |
CULLEN/FROST BANKERS, INC. | 18 | 2 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q1 2020 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.02% | 0.68% | 2.10% | Q2 2013 | Q4 2018 | 23 |
Private Ocean, LLC | 21 | 1 | 0.00% | 0.17% | 0.30% | Q4 2013 | Q1 2020 | 23 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 23 | 23 | 0.02% | 0.57% | 1.11% | Q2 2013 | Q4 2018 | 23 |
Montecito Bank & Trust | 12 | 1 | 0.03% | 0.68% | 1.61% | Q2 2013 | Q1 2020 | 23 |
CHATHAM CAPITAL GROUP, INC. | 23 | 23 | 0.02% | 0.49% | 2.36% | Q3 2014 | Q1 2020 | 23 |
BOSTON RESEARCH & MANAGEMENT INC | 23 | 23 | 0.08% | 0.46% | 0.91% | Q2 2013 | Q4 2018 | 23 |
Bedell Frazier Investment Counselling, LLC | 14 | 9 | 0.40% | 1.89% | 3.03% | Q2 2013 | Q1 2020 | 23 |
Ameritas Investment Partners, Inc. | 22 | 1 | 0.00% | 0.07% | 0.75% | Q2 2013 | Q1 2020 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.02% | 0.07% | 0.27% | Q2 2013 | Q4 2018 | 23 |
Patriot Wealth Management, Inc. | 23 | 23 | 0.06% | 0.79% | 9.50% | Q2 2013 | Q4 2018 | 23 |
HYMAN CHARLES D | 23 | 23 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q2 2020 | 23 |
SECURITY NATIONAL TRUST CO | 23 | 23 | 0.00% | 0.09% | 0.29% | Q2 2013 | Q4 2018 | 23 |
Stratos Wealth Partners, LTD. | 22 | 22 | 0.00% | 0.15% | 0.33% | Q4 2014 | Q1 2020 | 23 |
First Heartland Consultants, Inc. | 20 | 3 | 0.02% | 1.20% | 1.92% | Q2 2013 | Q4 2019 | 23 |
Stonebridge Capital Advisors LLC | 15 | 8 | 0.03% | 0.20% | 0.49% | Q4 2013 | Q1 2020 | 23 |
BURNS J W & CO INC/NY | 23 | 23 | 0.03% | 0.19% | 0.40% | Q2 2013 | Q4 2018 | 23 |
Transamerica Financial Advisors, Inc. | 12 | 1 | 0.00% | 0.18% | 0.76% | Q2 2013 | Q2 2019 | 22 |
NewFocus Financial Group, LLC | 15 | 7 | 0.07% | 1.20% | 3.58% | Q4 2013 | Q4 2019 | 22 |
Trust Asset Management LLC | 18 | 1 | 0.81% | 1.46% | 3.21% | Q3 2011 | Q1 2020 | 22 |
Dynamic Advisor Solutions LLC | 18 | 4 | 0.03% | 0.63% | 3.21% | Q4 2013 | Q1 2020 | 22 |
Lowe Wealth Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2020 | 22 |
Frontier Wealth Management LLC | 22 | 22 | 0.07% | 0.46% | 1.37% | Q4 2014 | Q1 2020 | 22 |
Sigma Planning Corp | 22 | 22 | 0.04% | 0.20% | 0.32% | Q4 2014 | Q1 2020 | 22 |
IFP Advisors, Inc | 14 | 8 | 0.00% | 0.25% | 0.52% | Q4 2015 | Q2 2021 | 22 |
Bison Wealth, LLC | 22 | 22 | 0.13% | 0.80% | 1.39% | Q4 2014 | Q1 2020 | 22 |
Advisory Services Network, LLC | 13 | 1 | 0.02% | 0.15% | 0.29% | Q4 2013 | Q1 2020 | 22 |
D L CARLSON INVESTMENT GROUP INC | 22 | 22 | 0.02% | 0.05% | 0.07% | Q4 2014 | Q1 2020 | 22 |
People's United Financial, Inc. | 22 | 22 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2018 | 22 |
Chicago Partners Investment Group LLC | 22 | 22 | 0.02% | 0.41% | 0.96% | Q4 2014 | Q1 2020 | 22 |
LEVIN CAPITAL STRATEGIES, L.P. | 20 | 2 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q1 2020 | 22 |
Edge Wealth Management LLC | 20 | 2 | 0.04% | 1.56% | 5.34% | Q4 2014 | Q2 2020 | 22 |
Sonora Investment Management, LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2021 | 22 |
MV CAPITAL MANAGEMENT, INC. | 22 | 22 | 0.00% | 0.42% | 2.73% | Q4 2014 | Q1 2020 | 22 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 1 | 0.01% | 0.11% | 0.26% | Q2 2013 | Q4 2019 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.92% | 1.62% | 2.19% | Q2 2013 | Q3 2018 | 22 |
Pinnacle Wealth Management Advisory Group, LLC | 22 | 22 | 0.05% | 0.56% | 1.88% | Q4 2014 | Q1 2020 | 22 |
BESSEMER GROUP INC | 13 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q2 2019 | 21 |
BROWN ADVISORY INC | 21 | 21 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q2 2019 | 21 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 21 | 21 | 0.01% | 0.12% | 1.55% | Q1 2015 | Q1 2020 | 21 |
InterOcean Capital, LLC | 21 | 21 | 0.02% | 1.55% | 2.80% | Q1 2015 | Q1 2020 | 21 |
KNOTT DAVID M | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 21 |
Brick & Kyle, Associates | 15 | 2 | 0.43% | 1.58% | 2.45% | Q4 2014 | Q2 2020 | 21 |
Whitegate Investment Counselors, Inc. | 19 | 1 | 0.03% | 0.31% | 0.61% | Q1 2014 | Q2 2021 | 21 |
DAVENPORT & Co LLC | 21 | 21 | 0.00% | 0.03% | 0.17% | Q1 2015 | Q1 2020 | 21 |
Hilltop Holdings Inc. | 21 | 21 | 0.10% | 0.26% | 0.41% | Q1 2015 | Q1 2020 | 21 |
Intersect Capital LLC | 21 | 21 | 0.19% | 1.51% | 2.64% | Q1 2015 | Q1 2020 | 21 |
CIBC WORLD MARKET INC. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2020 | 21 |
WealthTrust Axiom LLC | 21 | 21 | 0.09% | 0.29% | 0.50% | Q1 2015 | Q1 2020 | 21 |
S. R. Schill & Associates | 21 | 21 | 0.20% | 0.48% | 0.80% | Q1 2015 | Q1 2020 | 21 |
Capstone Financial Advisors, Inc. | 21 | 21 | 0.03% | 0.82% | 7.84% | Q4 2014 | Q4 2019 | 21 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 3 | 0.01% | 0.18% | 0.45% | Q3 2014 | Q1 2020 | 21 |
West Family Investments, Inc. | 11 | 11 | 0.00% | 0.77% | 1.64% | Q4 2017 | Q2 2020 | 21 |
INVESTMENT PARTNERS, LTD. | 18 | 3 | 0.03% | 1.80% | 14.86% | Q4 2014 | Q1 2020 | 21 |
WOODMONT INVESTMENT COUNSEL LLC | 21 | 21 | 0.06% | 0.49% | 1.44% | Q1 2015 | Q1 2020 | 21 |
Sabal Trust CO | 11 | 9 | 0.02% | 0.11% | 0.17% | Q2 2013 | Q2 2018 | 20 |
GREENLEAF TRUST | 20 | 20 | 0.00% | 0.11% | 0.51% | Q2 2013 | Q1 2018 | 20 |
Wellington Shields & Co., LLC | 11 | 2 | 0.01% | 0.18% | 0.32% | Q2 2013 | Q1 2020 | 20 |
DELTA ASSET MANAGEMENT LLC/TN | 17 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 20 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.01% | 0.09% | 0.21% | Q3 2013 | Q1 2022 | 20 |
Glenview Trust Co | 14 | 1 | 0.01% | 0.28% | 1.24% | Q4 2010 | Q1 2020 | 20 |
Relative Value Partners Group, LLC | 20 | 20 | 0.02% | 0.72% | 1.36% | Q2 2015 | Q1 2020 | 20 |
BANK OF THE WEST | 20 | 20 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q1 2018 | 20 |
Domani Wealth, LLC | 19 | 1 | 0.02% | 0.66% | 3.51% | Q1 2015 | Q1 2020 | 20 |
Texas Yale Capital Corp. | 20 | 20 | 0.01% | 0.31% | 0.68% | Q2 2013 | Q1 2018 | 20 |
Baird Financial Group, Inc. | 20 | 20 | 0.01% | 0.05% | 0.10% | Q2 2015 | Q1 2020 | 20 |
Compagnie Lombard Odier SCmA | 11 | 9 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q1 2020 | 20 |
Waldron Private Wealth LLC | 18 | 2 | 0.02% | 0.16% | 0.31% | Q4 2014 | Q1 2020 | 20 |
Laffer Tengler Investments, Inc. | 20 | 20 | 0.00% | 0.12% | 0.32% | Q2 2013 | Q1 2018 | 20 |
THOMASPARTNERS, INC. | 20 | 20 | 0.61% | 2.21% | 2.90% | Q2 2013 | Q1 2018 | 20 |
Advisors Asset Management, Inc. | 20 | 20 | 0.00% | 0.04% | 0.05% | Q2 2015 | Q1 2020 | 20 |
Fiera Capital Corp | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2020 | 20 |
SNOW CAPITAL MANAGEMENT LP | 20 | 20 | 0.01% | 0.05% | 0.22% | Q2 2015 | Q1 2020 | 20 |
Evercore Wealth Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 19 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 18 | 1 | 0.00% | 0.09% | 0.58% | Q2 2015 | Q1 2020 | 19 |
HOWE & RUSLING INC | 14 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2019 | 19 |
Mosaic Family Wealth, LLC | 18 | 18 | 0.02% | 0.15% | 0.46% | Q4 2015 | Q1 2020 | 19 |
CAMBRIDGE TRUST CO | 19 | 19 | 0.02% | 0.10% | 0.21% | Q2 2013 | Q4 2017 | 19 |
ST GERMAIN D J CO INC | 19 | 19 | 0.01% | 1.90% | 4.46% | Q3 2015 | Q1 2020 | 19 |
BlackRock Inc. | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2019 | 19 |
AlphaMark Advisors, LLC | 10 | 9 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 19 |
LVW Advisors, LLC | 19 | 19 | 0.08% | 0.79% | 3.60% | Q4 2014 | Q2 2019 | 19 |
Krilogy Financial LLC | 19 | 19 | 0.22% | 0.65% | 2.14% | Q3 2015 | Q1 2020 | 19 |
Progeny 3, Inc. | 8 | 4 | 2.50% | 3.41% | 4.57% | Q2 2014 | Q4 2019 | 19 |
MYCIO WEALTH PARTNERS, LLC | 18 | 1 | 0.01% | 0.10% | 0.34% | Q4 2014 | Q4 2019 | 19 |
Ruggie Capital Group | 14 | 4 | 0.01% | 0.20% | 0.52% | Q4 2014 | Q2 2019 | 18 |
Essex Financial Services, Inc. | 17 | 1 | 0.15% | 0.24% | 0.36% | Q2 2013 | Q1 2018 | 18 |
Berkeley Capital Partners, LLC | 18 | 18 | 0.44% | 1.67% | 2.90% | Q4 2015 | Q1 2020 | 18 |
DAVIDSON & GARRARD INC | 18 | 18 | 0.09% | 0.14% | 0.20% | Q2 2013 | Q3 2017 | 18 |
First PREMIER Bank | 18 | 18 | 0.28% | 2.25% | 6.66% | Q4 2015 | Q1 2020 | 18 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 7 | 0.03% | 0.49% | 1.12% | Q3 2015 | Q1 2020 | 18 |
FIDUCIARY TRUST CO | 18 | 18 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q1 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.07% | 0.12% | 0.21% | Q2 2013 | Q3 2017 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2020 | 18 |
WESCAP Management Group, Inc. | 18 | 18 | 0.09% | 0.93% | 1.71% | Q4 2015 | Q1 2020 | 18 |
Gilman Hill Asset Management, LLC | 11 | 1 | 0.05% | 0.14% | 0.23% | Q4 2013 | Q1 2020 | 18 |
Ausdal Financial Partners, Inc. | 18 | 18 | 0.04% | 0.19% | 0.63% | Q4 2015 | Q1 2020 | 18 |
Cetera Investment Advisers | 18 | 18 | 0.02% | 0.13% | 0.20% | Q4 2015 | Q1 2020 | 18 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 18 | 18 | 0.04% | 0.11% | 0.18% | Q4 2015 | Q1 2020 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.14% | 0.30% | 0.48% | Q2 2013 | Q3 2017 | 18 |
Institute for Wealth Management, LLC. | 12 | 6 | 0.01% | 0.23% | 0.45% | Q2 2013 | Q1 2020 | 18 |
GREENWOOD CAPITAL ASSOCIATES LLC | 4 | 1 | 0.27% | 0.72% | 1.18% | Q3 2013 | Q4 2019 | 18 |
Adams Asset Advisors, LLC | 18 | 18 | 0.03% | 0.10% | 0.19% | Q2 2015 | Q3 2019 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.12% | 0.14% | 0.18% | Q2 2013 | Q3 2017 | 18 |
Bollard Group LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2017 | 18 |
CEDAR HILL ASSOCIATES, LLC | 17 | 1 | 0.42% | 1.64% | 3.08% | Q2 2013 | Q4 2018 | 18 |
FMR LLC | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2020 | 18 |
Alexandria Capital, LLC | 18 | 18 | 0.01% | 0.11% | 0.30% | Q2 2013 | Q3 2017 | 18 |
NOVARE CAPITAL MANAGEMENT LLC | 18 | 18 | 0.01% | 0.64% | 1.10% | Q4 2015 | Q1 2020 | 18 |
Westbourne Investment Advisors, Inc. | 18 | 18 | 0.22% | 0.74% | 1.26% | Q2 2015 | Q3 2019 | 18 |
Haverford Trust Co | 18 | 18 | 0.01% | 0.06% | 0.21% | Q3 2013 | Q4 2017 | 18 |
TRUE Private Wealth Advisors | 18 | 18 | 0.06% | 0.24% | 1.27% | Q4 2015 | Q1 2020 | 18 |
Sterneck Capital Management, LLC | 18 | 18 | 0.10% | 0.14% | 0.17% | Q2 2013 | Q3 2017 | 18 |
DELTA CAPITAL MANAGEMENT LLC | 11 | 7 | 0.16% | 0.21% | 0.32% | Q2 2013 | Q4 2017 | 18 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 18 | 18 | 0.04% | 0.66% | 0.83% | Q4 2015 | Q1 2020 | 18 |
1834 INVESTMENT ADVISORS CO | 10 | 3 | 0.00% | 0.26% | 0.61% | Q2 2013 | Q1 2020 | 18 |
Oakworth Capital, Inc. | 18 | 18 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q1 2020 | 18 |
SII INVESTMENTS INC/WI | 18 | 18 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2017 | 18 |
Proficio Capital Partners LLC | 10 | 6 | 0.01% | 0.45% | 1.74% | Q4 2015 | Q1 2020 | 17 |
CHICKASAW CAPITAL MANAGEMENT LLC | 12 | 1 | 0.00% | 0.25% | 1.10% | Q3 2015 | Q1 2020 | 17 |
Baystate Wealth Management LLC | 17 | 17 | 0.00% | 5.83% | 8.23% | Q1 2016 | Q1 2020 | 17 |
Sheaff Brock Investment Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q4 2019 | 17 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 17 | 17 | 0.03% | 0.24% | 0.69% | Q4 2015 | Q4 2019 | 17 |
V Wealth Advisors LLC | 17 | 17 | 0.04% | 0.29% | 0.49% | Q1 2016 | Q1 2020 | 17 |
Formidable Asset Management, LLC | 8 | 4 | 0.00% | 0.08% | 0.19% | Q1 2015 | Q1 2020 | 17 |
Vantage Investment Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q4 2017 | 17 |
SIGNATUREFD, LLC | 9 | 4 | 0.00% | 0.04% | 0.19% | Q3 2013 | Q1 2020 | 17 |
FOUNDERS FINANCIAL SECURITIES LLC | 17 | 17 | 0.05% | 1.09% | 1.80% | Q4 2013 | Q4 2017 | 17 |
Simmons Bank | 17 | 17 | 0.02% | 0.12% | 0.21% | Q1 2016 | Q1 2020 | 17 |
Cornerstone Advisory, LLC | 17 | 17 | 0.04% | 1.85% | 3.81% | Q4 2015 | Q4 2019 | 17 |
D'Orazio & Associates, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2020 | 17 |
Jaffetilchin Investment Partners, LLC | 9 | 1 | 0.02% | 0.07% | 0.15% | Q1 2014 | Q1 2020 | 17 |
Swift Run Capital | 16 | 1 | 0.33% | 2.53% | 4.93% | Q4 2015 | Q1 2020 | 17 |
Freestone Capital Holdings, LLC | 15 | 2 | 0.00% | 0.43% | 2.84% | Q3 2015 | Q1 2020 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Pointe Capital Management LLC | 13 | 4 | 0.50% | 2.12% | 3.26% | Q4 2015 | Q1 2020 | 17 |
HOLLENCREST CAPITAL MANAGEMENT | 9 | 8 | 0.05% | 0.23% | 0.66% | Q4 2015 | Q1 2020 | 17 |
B & T Capital Management DBA Alpha Capital Management | 14 | 1 | 0.11% | 1.61% | 3.15% | Q2 2013 | Q1 2020 | 17 |
Concorde Asset Management, LLC | 16 | 1 | 0.06% | 0.35% | 0.90% | Q4 2014 | Q2 2019 | 17 |
JOYN Advisors, Inc. | 9 | 8 | 0.01% | 0.26% | 0.60% | Q4 2014 | Q1 2020 | 17 |
WFG Advisors, LP | 17 | 17 | 0.14% | 0.43% | 1.34% | Q2 2013 | Q2 2017 | 17 |
Jacobi Capital Management LLC | 16 | 16 | 0.01% | 0.04% | 0.08% | Q2 2016 | Q1 2020 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.04% | 0.21% | 0.52% | Q4 2013 | Q3 2017 | 16 |
Richard C. Young & CO., LTD. | 16 | 16 | 0.03% | 0.64% | 1.52% | Q4 2017 | Q3 2021 | 16 |
BANCED CORP | 16 | 16 | 0.20% | 0.47% | 0.60% | Q4 2014 | Q3 2018 | 16 |
FIFTH THIRD SECURITIES, INC. | 16 | 16 | 0.23% | 0.77% | 1.89% | Q2 2016 | Q1 2020 | 16 |
MASSMUTUAL TRUST CO FSB/ADV | 10 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q1 2020 | 16 |
Sandhill Capital Partners LLC | 16 | 16 | 0.07% | 1.44% | 3.25% | Q1 2016 | Q4 2019 | 16 |
B. Riley Wealth Management, Inc. | 9 | 7 | 0.06% | 0.53% | 1.18% | Q1 2014 | Q1 2020 | 16 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.02% | 0.17% | 0.70% | Q2 2014 | Q4 2019 | 16 |
Hillsdale Investment Management Inc. | 16 | 16 | 0.00% | 0.09% | 0.32% | Q2 2016 | Q1 2020 | 16 |
1st Global Advisors, Inc. | 16 | 16 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q1 2017 | 16 |
ARS Investment Partners, LLC | 16 | 16 | 0.02% | 0.24% | 0.53% | Q2 2016 | Q1 2020 | 16 |
Community Bank, N.A. | 16 | 16 | 0.02% | 0.20% | 0.51% | Q4 2014 | Q3 2018 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.08% | 0.60% | 0.96% | Q2 2013 | Q1 2017 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.09% | 0.22% | 0.33% | Q2 2013 | Q1 2017 | 16 |
Cribstone Capital Management, LLC | 16 | 16 | 0.01% | 0.17% | 1.48% | Q4 2015 | Q3 2019 | 16 |
FINANCIAL COUNSELORS INC | 13 | 3 | 0.05% | 0.21% | 0.54% | Q2 2013 | Q2 2017 | 16 |
BOYS ARNOLD & CO INC | 16 | 16 | 0.02% | 0.11% | 0.18% | Q2 2016 | Q1 2020 | 16 |
M&R CAPITAL MANAGEMENT INC | 16 | 16 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q1 2020 | 16 |
Sterling Investment Advisors, Ltd. | 15 | 1 | 0.01% | 0.32% | 0.61% | Q2 2017 | Q3 2023 | 16 |
Arete Wealth Advisors, LLC | 10 | 1 | 0.05% | 0.96% | 3.97% | Q2 2014 | Q1 2020 | 16 |
Northeast Financial Consultants Inc | 9 | 3 | 0.01% | 0.07% | 0.14% | Q3 2014 | Q1 2019 | 16 |
Summit Financial Wealth Advisors, LLC | 15 | 1 | 0.01% | 0.22% | 0.33% | Q4 2014 | Q1 2020 | 16 |
FineMark National Bank & Trust | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Tower Research Capital LLC (TRC) | 10 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 15 |
Kalos Management, Inc. | 14 | 1 | 0.01% | 0.30% | 0.63% | Q4 2015 | Q1 2020 | 15 |
MILLENNIUM MANAGEMENT LLC | 8 | 2 | 0.00% | 0.03% | 0.14% | Q3 2015 | Q1 2020 | 15 |
Elgethun Capital Management | 15 | 15 | 0.09% | 0.87% | 2.60% | Q4 2016 | Q2 2020 | 15 |
American Assets Investment Management, LLC | 15 | 15 | 0.50% | 0.72% | 1.05% | Q1 2016 | Q3 2019 | 15 |
Godshalk Welsh Capital Management, Inc. | 15 | 15 | 0.14% | 0.49% | 0.82% | Q4 2014 | Q2 2018 | 15 |
SPROTT INC. | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q3 2017 | 15 |
Clearwater Capital Advisors, LLC | 15 | 15 | 0.07% | 0.38% | 0.68% | Q2 2016 | Q4 2019 | 15 |
683 Capital Management, LLC | 5 | 5 | 0.14% | 1.03% | 2.38% | Q4 2016 | Q4 2017 | 15 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 15 | 15 | 0.05% | 1.03% | 2.46% | Q1 2016 | Q3 2019 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.01% | 0.21% | 0.34% | Q2 2013 | Q4 2016 | 15 |
Laurel Wealth Advisors, Inc. | 8 | 7 | 0.04% | 0.09% | 0.15% | Q4 2015 | Q4 2019 | 15 |
Atria Investments, Inc | 7 | 1 | 0.01% | 0.18% | 0.38% | Q2 2013 | Q1 2020 | 15 |
Cutter & CO Brokerage, Inc. | 8 | 1 | 0.07% | 0.12% | 0.20% | Q2 2013 | Q1 2018 | 15 |
PITTENGER & ANDERSON INC | 14 | 1 | 0.00% | 0.11% | 0.31% | Q2 2013 | Q4 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.06% | 0.13% | Q2 2016 | Q4 2019 | 15 |
Advocacy Wealth Management Services, LLC | 13 | 2 | 0.00% | 2.45% | 6.19% | Q4 2015 | Q3 2019 | 15 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 10 | 5 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q4 2019 | 15 |
UBS AG | 6 | 6 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2014 | 15 |
DEUTSCHE BANK AG\ | 9 | 6 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2020 | 15 |
RMB Capital Management, LLC | 6 | 1 | 0.01% | 0.07% | 0.55% | Q3 2014 | Q3 2019 | 15 |
AGRAN LIBBIE | 13 | 2 | 0.24% | 0.31% | 0.45% | Q2 2013 | Q1 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.10% | 0.34% | 0.67% | Q2 2013 | Q4 2016 | 15 |
Lido Advisors, LLC | 15 | 15 | 0.02% | 0.22% | 1.15% | Q3 2016 | Q1 2020 | 15 |
OARSMAN CAPITAL, INC. | 15 | 15 | 0.12% | 0.17% | 0.24% | Q2 2016 | Q4 2019 | 15 |
CWM, LLC | 8 | 1 | 0.00% | 0.16% | 0.82% | Q3 2013 | Q3 2018 | 15 |
MURPHY CAPITAL MANAGEMENT INC | 11 | 4 | 0.01% | 0.19% | 0.56% | Q2 2013 | Q1 2020 | 15 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 15 | 0.01% | 0.04% | 0.06% | Q3 2016 | Q1 2020 | 15 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.04% | 0.12% | Q3 2015 | Q4 2019 | 15 |
Salient Capital Advisors, LLC | 11 | 1 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q4 2018 | 14 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 12 | 2 | 0.22% | 0.82% | 1.67% | Q4 2014 | Q1 2020 | 14 |
MCKINLEY CAPITAL MANAGEMENT LLC | 10 | 1 | 0.00% | 0.21% | 0.66% | Q4 2015 | Q1 2020 | 14 |
Integrated Investment Consultants, LLC | 8 | 6 | 0.40% | 0.70% | 0.92% | Q4 2015 | Q2 2019 | 14 |
Crestone Asset Management LLC | 8 | 6 | 0.29% | 5.57% | 11.16% | Q4 2015 | Q1 2020 | 14 |
LEVEL FOUR ADVISORY SERVICES, LLC | 14 | 14 | 0.01% | 0.04% | 0.12% | Q4 2016 | Q1 2020 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 14 | 14 | 0.00% | 0.11% | 0.29% | Q4 2016 | Q1 2020 | 14 |
LOEB PARTNERS CORP | 9 | 2 | 0.07% | 1.04% | 2.05% | Q2 2013 | Q1 2019 | 14 |
Millburn Ridgefield Corp | 14 | 14 | 0.00% | 0.07% | 0.34% | Q4 2016 | Q1 2020 | 14 |
TRUST CO OF VERMONT | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2019 | 14 |
Biondo Investment Advisors, LLC | 13 | 1 | 0.09% | 0.14% | 0.19% | Q2 2013 | Q1 2017 | 14 |
Shepherd Financial Partners LLC | 14 | 14 | 0.02% | 0.19% | 0.38% | Q4 2016 | Q1 2020 | 14 |
Patriot Financial Group Insurance Agency, LLC | 14 | 14 | 0.01% | 0.04% | 0.11% | Q4 2016 | Q1 2020 | 14 |
Moloney Securities Asset Management, LLC | 14 | 14 | 0.04% | 0.19% | 0.44% | Q4 2016 | Q1 2020 | 14 |
Ahrens Investment Partners LLC | 14 | 14 | 0.06% | 0.43% | 1.01% | Q4 2016 | Q1 2020 | 14 |
Somerset Group LLC | 10 | 4 | 0.18% | 0.62% | 1.56% | Q2 2013 | Q3 2018 | 14 |
Cordasco Financial Network | 7 | 1 | 0.01% | 0.31% | 2.28% | Q4 2013 | Q1 2020 | 14 |
BNP PARIBAS FINANCIAL MARKETS | 7 | 1 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q1 2020 | 14 |
Callan Capital, LLC | 8 | 1 | 0.10% | 2.66% | 7.30% | Q2 2013 | Q3 2017 | 14 |
MARATHON CAPITAL MANAGEMENT | 14 | 14 | 0.06% | 0.12% | 0.20% | Q2 2013 | Q3 2016 | 14 |
Bogart Wealth, LLC | 14 | 14 | 0.02% | 1.85% | 9.21% | Q4 2016 | Q1 2020 | 14 |
Covenant Asset Management, LLC | 14 | 14 | 0.07% | 0.23% | 0.30% | Q4 2016 | Q1 2020 | 14 |
Pacific Center for Financial Services | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2020 | 14 |
Alpha Omega Wealth Management LLC | 14 | 14 | 0.01% | 0.06% | 0.10% | Q4 2016 | Q1 2020 | 14 |
FIL Ltd | 11 | 3 | 0.00% | 0.05% | 0.15% | Q4 2015 | Q4 2019 | 14 |
Parallel Advisors, LLC | 14 | 14 | 0.00% | 0.06% | 0.16% | Q4 2016 | Q1 2020 | 14 |
Greytown Advisors Inc. | 14 | 14 | 0.37% | 1.07% | 1.94% | Q4 2016 | Q1 2020 | 14 |
Private Vista, LLC | 13 | 1 | 0.02% | 0.33% | 1.17% | Q3 2016 | Q1 2020 | 14 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.04% | 0.35% | Q4 2014 | Q1 2020 | 14 |
WEALTHSOURCE PARTNERS, LLC | 14 | 14 | 0.02% | 0.33% | 0.69% | Q2 2016 | Q3 2019 | 14 |
Azimuth Capital Management LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
Ancora Advisors LLC | 9 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q1 2020 | 14 |
BigSur Wealth Management LLC | 14 | 14 | 0.06% | 0.19% | 0.37% | Q4 2016 | Q1 2020 | 14 |
Neumann Capital Management, LLC | 14 | 14 | 0.09% | 3.26% | 3.97% | Q4 2014 | Q1 2018 | 14 |
Aveo Capital Partners, LLC | 14 | 14 | 0.06% | 0.15% | 0.46% | Q4 2016 | Q1 2020 | 14 |
IFC Holdings Incorporated/FL | 11 | 3 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2017 | 14 |
Pineno Levin & Ford Asset Management, Inc. | 14 | 14 | 0.40% | 0.66% | 0.90% | Q2 2013 | Q3 2016 | 14 |
Wealthspire Advisors, L.P. | 13 | 1 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2019 | 14 |
Steward Partners Investment Advisory, LLC | 14 | 14 | 0.03% | 0.25% | 0.58% | Q4 2016 | Q1 2020 | 14 |
Ridgewood Investments LLC | 14 | 14 | 0.04% | 0.11% | 0.17% | Q4 2016 | Q1 2020 | 14 |
NORTHWEST WEALTH MANAGEMENT, LLC | 14 | 14 | 0.39% | 1.17% | 2.26% | Q4 2016 | Q1 2020 | 14 |
SVA Wealth Management, LLC | 14 | 14 | 0.02% | 0.74% | 1.77% | Q4 2013 | Q1 2017 | 14 |
Global Retirement Partners, LLC | 14 | 14 | 0.01% | 0.08% | 0.13% | Q4 2016 | Q1 2020 | 14 |
WASHINGTON TRUST BANK | 11 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2017 | 13 |
FRONTIER INVESTMENT MGMT CO | 7 | 1 | 0.01% | 1.28% | 2.70% | Q2 2013 | Q4 2019 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.15% | 0.31% | 0.49% | Q2 2013 | Q2 2016 | 13 |
Independence Trust CO | 13 | 13 | 0.24% | 0.34% | 0.60% | Q4 2014 | Q4 2017 | 13 |
Riggs Asset Managment Co. Inc. | 12 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2019 | 13 |
Zions Bancorporation | 13 | 13 | 0.01% | 0.36% | 2.62% | Q1 2015 | Q1 2018 | 13 |
Argent Trust Co | 10 | 1 | 0.02% | 0.11% | 0.30% | Q4 2014 | Q1 2020 | 13 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 13 | 0.01% | 0.03% | 0.12% | Q1 2017 | Q1 2020 | 13 |
MILLIE CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.63% | 3.49% | 5.75% | Q4 2014 | Q4 2017 | 13 |
EASTERN BANK | 13 | 13 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2016 | 13 |
PARK AVENUE SECURITIES LLC | 12 | 1 | 0.01% | 0.09% | 0.29% | Q4 2016 | Q1 2020 | 13 |
Kavar Capital Partners, LLC | 10 | 3 | 0.06% | 0.16% | 0.22% | Q4 2013 | Q1 2020 | 13 |
LINCOLN NATIONAL CORP | 13 | 13 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2020 | 13 |
Longer Investments Inc. | 7 | 1 | 1.39% | 3.46% | 4.60% | Q2 2013 | Q1 2019 | 13 |
TD Capital Management LLC | 9 | 4 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2019 | 13 |
Riverpoint Wealth Management Holdings, LLC | 13 | 13 | 0.07% | 0.11% | 0.18% | Q4 2016 | Q4 2019 | 13 |
NTV ASSET MANAGEMENT LLC | 11 | 1 | 0.06% | 0.23% | 0.38% | Q2 2015 | Q4 2019 | 13 |
RFG Advisory, LLC | 7 | 1 | 0.01% | 0.86% | 3.75% | Q2 2015 | Q1 2020 | 13 |
PEAK6 Group LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2017 | 13 |
TOMPKINS FINANCIAL CORP | 13 | 13 | 0.00% | 0.21% | 0.70% | Q1 2015 | Q1 2018 | 13 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q4 2019 | 13 |
Verger Capital Management LLC | 13 | 13 | 0.80% | 3.73% | 6.68% | Q3 2015 | Q3 2018 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
ARGI Investment Services, LLC | 10 | 1 | 0.01% | 1.52% | 5.20% | Q2 2013 | Q4 2017 | 13 |
SALEM INVESTMENT COUNSELORS INC | 9 | 4 | 0.02% | 0.14% | 0.22% | Q4 2015 | Q1 2020 | 13 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 2 | 0.00% | 2.68% | 4.93% | Q2 2013 | Q3 2017 | 13 |
TRUST CO OF VIRGINIA /VA | 13 | 13 | 0.03% | 0.45% | 0.70% | Q2 2013 | Q2 2016 | 13 |
Appaloosa LP | 6 | 2 | 0.06% | 1.34% | 3.05% | Q1 2016 | Q1 2020 | 13 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 13 | 0.00% | 0.04% | 0.06% | Q3 2014 | Q3 2017 | 13 |
CAPITAL ADVISORS INC/OK | 9 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q1 2020 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q2 2016 | 13 |
Barry Investment Advisors, LLC | 13 | 13 | 0.12% | 0.76% | 2.25% | Q1 2017 | Q1 2020 | 13 |
AE Wealth Management LLC | 13 | 13 | 0.00% | 0.12% | 0.41% | Q1 2017 | Q1 2020 | 13 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 13 | 13 | 0.00% | 0.06% | 0.40% | Q1 2017 | Q1 2020 | 13 |
NewEdge Advisors, LLC | 7 | 6 | 0.00% | 0.02% | 0.06% | Q3 2016 | Q1 2020 | 13 |
New England Investment & Retirement Group, Inc. | 13 | 13 | 2.32% | 4.27% | 6.51% | Q1 2016 | Q1 2019 | 13 |
LAZARD ASSET MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q3 2018 | 13 |
AMERICAN ASSET MANAGEMENT INC. | 12 | 12 | 0.13% | 0.20% | 0.45% | Q3 2016 | Q2 2019 | 12 |
Osborn Williams & Donohoe LLC | 12 | 12 | 0.02% | 0.11% | 0.28% | Q2 2017 | Q1 2020 | 12 |
WADE G W & INC | 10 | 1 | 0.02% | 0.05% | 0.21% | Q4 2015 | Q1 2020 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 0.04% | 0.14% | 0.77% | Q2 2017 | Q1 2020 | 12 |
SEI INVESTMENTS CO | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 12 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 12 | 12 | 0.62% | 0.94% | 1.08% | Q2 2013 | Q1 2016 | 12 |
Kingsview Wealth Management, LLC | 8 | 4 | 0.01% | 0.10% | 0.32% | Q1 2017 | Q1 2020 | 12 |
Virtu KCG Holdings LLC | 10 | 1 | 0.00% | 0.04% | 0.09% | Q3 2013 | Q2 2017 | 12 |
Financial Gravity Asset Management, Inc. | 7 | 5 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q2 2022 | 12 |
Joel Isaacson & Co., LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2012 | Q3 2015 | 12 |
ASSOCIATED BANC-CORP | 12 | 12 | 0.02% | 0.24% | 0.41% | Q2 2017 | Q1 2020 | 12 |
BRYN MAWR TRUST Co | 11 | 1 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 12 |
Fiduciary Group LLC | 10 | 1 | 0.01% | 0.04% | 0.08% | Q3 2015 | Q1 2020 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Freedom Investment Management, Inc. | 5 | 2 | 0.02% | 0.23% | 0.64% | Q1 2013 | Q1 2020 | 12 |
ROTHSCHILD INVESTMENT LLC /IL | 11 | 1 | 0.01% | 0.03% | 0.04% | Q1 2017 | Q1 2020 | 12 |
Gs Investments, Inc. | 12 | 12 | 0.03% | 0.10% | 0.28% | Q2 2017 | Q1 2020 | 12 |
OneDigital Investment Advisors LLC | 12 | 12 | 0.01% | 0.16% | 0.70% | Q2 2017 | Q1 2020 | 12 |
IHT Wealth Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.22% | Q4 2016 | Q1 2020 | 12 |
Camarda Financial Advisors, LLC | 9 | 3 | 0.06% | 3.39% | 7.93% | Q2 2016 | Q2 2019 | 12 |
FIRST NATIONAL BANK OF OMAHA | 12 | 12 | 0.01% | 0.23% | 0.45% | Q2 2013 | Q1 2016 | 12 |
STABLEFORD CAPITAL II LLC | 8 | 4 | 0.08% | 0.18% | 0.52% | Q4 2016 | Q4 2019 | 12 |
Janney Capital Management LLC | 12 | 12 | 0.11% | 0.22% | 0.27% | Q2 2017 | Q1 2020 | 12 |
MPS Loria Financial Planners, LLC | 12 | 12 | 5.87% | 9.13% | 13.51% | Q2 2017 | Q1 2020 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q1 2020 | 12 |
ASSETMARK, INC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q1 2020 | 12 |
Mirador Capital Partners LP | 12 | 12 | 0.08% | 0.12% | 0.19% | Q1 2017 | Q4 2019 | 12 |
Advisors Capital Management, LLC | 12 | 12 | 0.04% | 1.08% | 1.80% | Q2 2013 | Q1 2016 | 12 |
Omnia Family Wealth, LLC | 12 | 12 | 0.15% | 0.73% | 2.53% | Q2 2017 | Q1 2020 | 12 |
Avantax Planning Partners, Inc. | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q3 2019 | 12 |
MinichMacGregor Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2018 | 12 |
Fusion Family Wealth LLC | 12 | 12 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2019 | 12 |
CAPSTONE ASSET MANAGEMENT CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2017 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2018 | 12 |
PATTON ALBERTSON MILLER GROUP, LLC | 11 | 1 | 0.01% | 0.76% | 1.22% | Q2 2013 | Q3 2018 | 12 |
Crescent Grove Advisors, LLC | 12 | 12 | 0.02% | 0.39% | 0.67% | Q2 2017 | Q1 2020 | 12 |
Risk Paradigm Group, LLC | 12 | 12 | 0.01% | 0.05% | 0.13% | Q1 2015 | Q4 2017 | 12 |
Cognios Capital, LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q1 2016 | Q4 2018 | 12 |
TIAA, FSB | 12 | 12 | 0.24% | 0.50% | 0.74% | Q2 2017 | Q1 2020 | 12 |
Dakota Wealth Management | 12 | 12 | 4.20% | 5.08% | 6.12% | Q4 2014 | Q3 2017 | 12 |
LOOMIS SAYLES & CO L P | 8 | 2 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2019 | 12 |
HHG & Company, LLC | 12 | 12 | 0.12% | 0.18% | 0.27% | Q2 2013 | Q1 2016 | 12 |
FDx Advisors, Inc. | 12 | 12 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2019 | 12 |
PATHSTONE FAMILY OFFICE, LLC | 9 | 1 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q1 2020 | 12 |
B. Riley Financial, Inc. | 11 | 1 | 0.07% | 0.15% | 0.23% | Q4 2015 | Q3 2019 | 12 |
Allianz Asset Management GmbH | 11 | 1 | 0.00% | 0.01% | 0.05% | Q3 2016 | Q4 2019 | 12 |
FRANKLIN RESOURCES INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2017 | 11 |
C M BIDWELL & ASSOCIATES LTD | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Sunbelt Securities, Inc. | 10 | 1 | 0.01% | 0.76% | 1.61% | Q4 2016 | Q1 2020 | 11 |
BTR CAPITAL MANAGEMENT INC | 5 | 1 | 0.02% | 0.23% | 0.60% | Q3 2015 | Q4 2019 | 11 |
Spectrum Management Group, LLC | 5 | 2 | 0.01% | 2.22% | 6.05% | Q4 2013 | Q4 2019 | 11 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.05% | 0.24% | Q4 2014 | Q3 2019 | 11 |
New Harbor Financial Group, LLC | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2016 | 11 |
NORTHEAST INVESTMENT MANAGEMENT | 10 | 1 | 0.01% | 0.59% | 0.88% | Q2 2013 | Q1 2020 | 11 |
Mirae Asset Global Investments Co., Ltd. | 7 | 2 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q4 2019 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 1.24% | 1.43% | 1.62% | Q2 2013 | Q4 2015 | 11 |
Meristem Family Wealth, LLC | 9 | 1 | 0.62% | 1.39% | 3.18% | Q4 2015 | Q4 2019 | 11 |
FOSTER DYKEMA CABOT & CO INC/MA | 11 | 11 | 0.11% | 3.46% | 6.74% | Q2 2013 | Q4 2015 | 11 |
Summit X, LLC | 11 | 11 | 0.04% | 0.11% | 0.31% | Q2 2017 | Q4 2019 | 11 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.03% | 0.22% | 0.84% | Q4 2014 | Q4 2019 | 11 |
SEGALL BRYANT & HAMILL, LLC | 7 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 11 |
JANUS HENDERSON GROUP PLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2020 | 11 |
GREATMARK INVESTMENT PARTNERS, INC. | 11 | 11 | 0.16% | 0.44% | 0.60% | Q3 2017 | Q1 2020 | 11 |
Aft, Forsyth & Sober, LLC | 11 | 11 | 0.56% | 1.16% | 1.60% | Q2 2013 | Q4 2015 | 11 |
Cypress Capital Management LLC (WY) | 10 | 1 | 0.01% | 0.56% | 2.08% | Q4 2015 | Q4 2019 | 11 |
Allen Investment Management, LLC | 11 | 11 | 0.17% | 0.75% | 2.19% | Q3 2017 | Q1 2020 | 11 |
CIBC Private Wealth Group, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2020 | 11 |
Lehman Financial Resources, Inc. | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q3 2015 | 11 |
Westside Investment Management, Inc. | 9 | 1 | 0.00% | 0.03% | 0.12% | Q4 2016 | Q1 2020 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.08% | 0.15% | 0.25% | Q2 2013 | Q4 2015 | 11 |
Tortoise Investment Management, LLC | 11 | 11 | 0.00% | 0.10% | 0.20% | Q4 2012 | Q2 2015 | 11 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q4 2015 | 11 |
JT Stratford LLC | 11 | 11 | 0.06% | 0.25% | 1.17% | Q1 2017 | Q3 2019 | 11 |
Magnetar Financial LLC | 3 | 2 | 0.01% | 0.31% | 2.22% | Q2 2013 | Q4 2017 | 11 |
SIMON QUICK ADVISORS, LLC | 11 | 11 | 0.14% | 4.78% | 8.68% | Q3 2017 | Q1 2020 | 11 |
Cranberry Lake Advisors LLC | 11 | 11 | 1.06% | 6.99% | 11.12% | Q2 2013 | Q4 2015 | 11 |
Cypress Wealth Advisors LLC | 6 | 5 | 0.18% | 0.92% | 1.96% | Q2 2015 | Q1 2019 | 11 |
INTEGRATED WEALTH COUNSEL, LLC | 6 | 5 | 0.04% | 1.60% | 8.10% | Q2 2013 | Q2 2016 | 11 |
PICTET BANK & TRUST Ltd | 11 | 11 | 0.12% | 0.18% | 0.35% | Q2 2016 | Q4 2018 | 11 |
Buckingham Capital Management, Inc. | 11 | 11 | 0.26% | 0.33% | 0.37% | Q2 2013 | Q4 2015 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.06% | 0.25% | Q4 2015 | Q2 2020 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 9 | 2 | 0.01% | 0.30% | 1.52% | Q4 2015 | Q1 2020 | 11 |
Dunvegan Associates, Inc. | 11 | 11 | 1.00% | 1.90% | 2.42% | Q2 2013 | Q4 2015 | 11 |
COUNTRY TRUST BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 11 |
NOMURA ASSET MANAGEMENT CO LTD | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2020 | 11 |
JMG Financial Group, Ltd. | 11 | 11 | 0.04% | 1.71% | 4.59% | Q2 2013 | Q4 2015 | 11 |
COLONY GROUP LLC | 6 | 2 | 0.00% | 0.06% | 0.19% | Q3 2014 | Q1 2020 | 11 |
BECK CAPITAL MANAGEMENT, LLC | 7 | 4 | 0.09% | 0.61% | 1.79% | Q4 2013 | Q1 2017 | 11 |
ROPES WEALTH ADVISORS LLC | 11 | 11 | 0.01% | 0.14% | 0.39% | Q1 2015 | Q3 2017 | 11 |
Blume Capital Management, Inc. | 6 | 1 | 0.00% | 0.66% | 1.62% | Q4 2014 | Q1 2020 | 11 |
TELEMUS CAPITAL, LLC | 10 | 10 | 0.04% | 0.07% | 0.15% | Q4 2017 | Q1 2020 | 10 |
CFO4Life Group, LLC | 10 | 10 | 0.07% | 0.11% | 0.16% | Q1 2017 | Q2 2019 | 10 |
Prime Capital Investment Advisors, LLC | 10 | 10 | 0.17% | 1.03% | 2.39% | Q4 2017 | Q1 2020 | 10 |
SMITH CHAS P & ASSOCIATES PA CPAS | 9 | 1 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2016 | 10 |
Thomasville National Bank | 6 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q1 2021 | 10 |
Ellenbecker Investment Group | 10 | 10 | 0.16% | 0.57% | 0.88% | Q2 2018 | Q3 2020 | 10 |
AdvisorNet Financial, Inc | 10 | 10 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q1 2020 | 10 |
Lucia Wealth Services, LLC | 10 | 10 | 0.00% | 0.10% | 0.51% | Q4 2017 | Q1 2020 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Asset Dedication, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 10 |
CPWM, LLC | 9 | 1 | 0.16% | 0.23% | 0.41% | Q4 2014 | Q1 2020 | 10 |
AMERICAN CENTURY COMPANIES INC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 10 |
ArchPoint Investors | 10 | 10 | 0.04% | 1.71% | 3.60% | Q4 2017 | Q1 2020 | 10 |
Ballew Advisors, Inc | 10 | 10 | 0.16% | 0.30% | 0.36% | Q4 2017 | Q1 2020 | 10 |
LMCG INVESTMENTS, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 10 |
Center Coast Capital Advisors, LP | 7 | 2 | 0.00% | 0.16% | 0.55% | Q3 2015 | Q4 2017 | 10 |
Penobscot Investment Management Company, Inc. | 10 | 10 | 0.11% | 0.70% | 0.99% | Q2 2013 | Q3 2015 | 10 |
McIlrath & Eck, LLC | 10 | 10 | 0.01% | 0.12% | 0.34% | Q4 2017 | Q1 2020 | 10 |
Westwind Capital | 10 | 10 | 0.01% | 0.13% | 0.21% | Q4 2017 | Q1 2020 | 10 |
Roble, Belko & Company, Inc | 9 | 1 | 0.00% | 0.44% | 0.59% | Q3 2016 | Q1 2020 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 10 | 0.00% | 0.08% | 0.18% | Q4 2017 | Q1 2020 | 10 |
Financial Sense Advisors, Inc. | 9 | 1 | 0.20% | 0.57% | 0.84% | Q3 2015 | Q3 2018 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.06% | 0.27% | Q2 2013 | Q3 2015 | 10 |
SYM FINANCIAL Corp | 10 | 10 | 0.04% | 0.08% | 0.09% | Q4 2017 | Q1 2020 | 10 |
Family Management Corp | 10 | 10 | 0.06% | 0.08% | 0.10% | Q1 2014 | Q2 2016 | 10 |
Capital Investment Advisory Services, LLC | 9 | 1 | 0.02% | 0.09% | 0.18% | Q4 2016 | Q1 2020 | 10 |
Mutual Advisors, LLC | 10 | 10 | 0.01% | 0.07% | 0.23% | Q4 2017 | Q1 2020 | 10 |
SeaCrest Wealth Management, LLC | 10 | 10 | 0.04% | 0.08% | 0.11% | Q4 2017 | Q1 2020 | 10 |
Intellectus Partners, LLC | 5 | 5 | 0.13% | 0.37% | 0.61% | Q3 2017 | Q1 2020 | 10 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 10 | 10 | 0.02% | 1.19% | 1.63% | Q4 2017 | Q1 2020 | 10 |
Seelaus Asset Management LLC | 10 | 10 | 0.11% | 0.25% | 0.30% | Q4 2017 | Q1 2020 | 10 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 8 | 2 | 0.00% | 0.00% | 0.04% | Q3 2015 | Q1 2020 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
ClearBridge Investments | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 10 |
DUBUQUE BANK & TRUST CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
PIN OAK INVESTMENT ADVISORS INC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2020 | 10 |
Grace Capital | 7 | 3 | 0.08% | 0.59% | 1.73% | Q1 2017 | Q2 2021 | 10 |
Berman Capital Advisors, LLC | 10 | 10 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q1 2020 | 10 |
Overbrook Management Corp | 10 | 10 | 0.09% | 0.13% | 0.28% | Q4 2014 | Q1 2017 | 10 |
HMS Capital Management, LLC | 6 | 6 | 0.02% | 1.42% | 2.99% | Q3 2016 | Q4 2017 | 10 |
Elite Wealth Management, Inc. | 9 | 1 | 0.00% | 0.53% | 1.80% | Q3 2012 | Q3 2016 | 10 |
Avalon Investment & Advisory | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2020 | 10 |
Willingdon Wealth Management | 10 | 10 | 0.00% | 0.69% | 1.31% | Q4 2017 | Q1 2020 | 10 |
GARRISON BRADFORD & ASSOCIATES INC | 10 | 10 | 0.09% | 0.27% | 0.40% | Q3 2016 | Q4 2018 | 10 |
Detwiler Fenton Investment Management LLC | 10 | 10 | 0.16% | 0.23% | 0.34% | Q2 2011 | Q3 2013 | 10 |
BOSTON ADVISORS LLC | 10 | 10 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q3 2015 | 10 |
Newman Dignan & Sheerar, Inc. | 7 | 1 | 0.01% | 0.11% | 0.30% | Q4 2014 | Q3 2019 | 10 |
QS Investors, LLC | 10 | 10 | 0.22% | 0.64% | 1.74% | Q2 2015 | Q3 2017 | 10 |
IFG Advisory, LLC | 10 | 10 | 0.02% | 0.08% | 0.14% | Q4 2017 | Q1 2020 | 10 |
DEARBORN PARTNERS LLC | 10 | 10 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q1 2020 | 10 |
Wealthstreet Investment Advisors, LLC | 10 | 10 | 0.04% | 0.11% | 0.15% | Q4 2017 | Q1 2020 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.06% | 0.20% | 0.40% | Q2 2013 | Q3 2015 | 10 |
SUMMIT CAPITAL MANAGEMENT LLC | 10 | 10 | 0.72% | 1.24% | 1.83% | Q2 2013 | Q3 2015 | 10 |
Cypress Wealth Services, LLC | 10 | 10 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q1 2020 | 10 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 10 | 10 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q1 2020 | 10 |
Buckley Wealth Management, LLC | 10 | 10 | 0.06% | 0.22% | 0.77% | Q4 2017 | Q1 2020 | 10 |
Independence Bank of Kentucky | 10 | 10 | 0.00% | 0.03% | 0.28% | Q4 2017 | Q1 2020 | 10 |
Brouwer & Janachowski, LLC | 9 | 1 | 0.03% | 12.87% | 20.76% | Q4 2013 | Q4 2019 | 10 |
MOODY LYNN & LIEBERSON, LLC | 6 | 4 | 0.09% | 0.32% | 0.85% | Q1 2014 | Q1 2017 | 10 |
PLIMOTH TRUST CO LLC | 10 | 10 | 0.06% | 0.28% | 0.74% | Q4 2017 | Q1 2020 | 10 |
American Portfolios Advisors | 10 | 10 | 0.06% | 0.12% | 0.15% | Q4 2017 | Q1 2020 | 10 |
Integrated Wealth Concepts LLC | 10 | 10 | 0.01% | 0.07% | 0.13% | Q4 2017 | Q1 2020 | 10 |
Belpointe Asset Management LLC | 10 | 10 | 0.02% | 0.10% | 0.20% | Q3 2017 | Q4 2019 | 10 |
COMMONWEALTH EQUITY SERVICES, LLC | 10 | 10 | 0.02% | 0.05% | 0.06% | Q4 2017 | Q1 2020 | 10 |
Keystone Financial Group | 10 | 10 | 0.06% | 0.41% | 0.92% | Q4 2017 | Q1 2020 | 10 |
YHB Investment Advisors, Inc. | 10 | 10 | 0.33% | 0.80% | 1.20% | Q2 2013 | Q3 2015 | 10 |
CSS LLC/IL | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q1 2019 | 9 |
Financial Enhancement Group LLC | 7 | 2 | 0.00% | 0.23% | 1.07% | Q2 2015 | Q3 2019 | 9 |
PVG ASSET MANAGEMENT CORP | 9 | 9 | 0.97% | 2.58% | 3.99% | Q4 2017 | Q4 2019 | 9 |
Chicago Capital, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2020 | 9 |
Cornerstone Wealth Management, LLC | 7 | 1 | 0.02% | 0.06% | 0.17% | Q1 2017 | Q4 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q2 2015 | 9 |
Blue Edge Capital, LLC | 7 | 2 | 0.74% | 0.90% | 1.24% | Q4 2013 | Q1 2019 | 9 |
Linscomb & Williams, Inc. | 8 | 1 | 0.03% | 0.24% | 0.91% | Q2 2013 | Q1 2020 | 9 |
Patten Group, Inc. | 9 | 9 | 0.00% | 0.07% | 0.35% | Q4 2014 | Q4 2016 | 9 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 9 | 9 | 0.03% | 1.91% | 5.12% | Q1 2018 | Q1 2020 | 9 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2018 | 9 |
LifePlan Financial Group, Inc | 9 | 9 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2020 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q2 2014 | Q3 2018 | 9 |
BADGLEY PHELPS & BELL INC | 9 | 9 | 0.23% | 0.25% | 0.28% | Q2 2013 | Q2 2015 | 9 |
Ironwood Investment Counsel, LLC | 6 | 3 | 0.09% | 0.31% | 1.17% | Q3 2015 | Q4 2017 | 9 |
Bedel Financial Consulting, Inc. | 9 | 9 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q1 2020 | 9 |
Telos Capital Management, Inc. | 9 | 9 | 0.44% | 0.63% | 0.92% | Q2 2013 | Q2 2015 | 9 |
Boston Partners | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2017 | 9 |
Maryland Capital Management | 9 | 9 | 0.64% | 0.92% | 1.17% | Q2 2013 | Q2 2015 | 9 |
CENTAURUS FINANCIAL, INC. | 8 | 8 | 0.00% | 0.19% | 0.69% | Q2 2018 | Q1 2020 | 9 |
Legacy Advisors, LLC | 5 | 2 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q2 2019 | 9 |
NOMURA HOLDINGS INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2019 | 9 |
PFG Advisors | 9 | 9 | 0.04% | 0.14% | 0.26% | Q4 2017 | Q4 2019 | 9 |
Aries Wealth Management | 9 | 9 | 0.11% | 0.20% | 0.30% | Q1 2018 | Q1 2020 | 9 |
HoyleCohen, LLC | 9 | 9 | 0.16% | 0.28% | 0.33% | Q4 2017 | Q4 2019 | 9 |
MGO ONE SEVEN LLC | 7 | 2 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q1 2020 | 9 |
Virtu Financial LLC | 4 | 1 | 0.01% | 0.31% | 1.04% | Q2 2013 | Q4 2019 | 9 |
Hanson & Doremus Investment Management | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2018 | 9 |
Integrated Wealth Management | 9 | 9 | 0.08% | 0.18% | 0.39% | Q1 2015 | Q1 2017 | 9 |
Argentus Capital Management, LLC | 4 | 2 | 0.00% | 0.20% | 0.56% | Q2 2013 | Q3 2016 | 9 |
Icon Wealth Partners, LLC | 9 | 9 | 0.06% | 0.19% | 0.36% | Q4 2017 | Q4 2019 | 9 |
Broadleaf Partners, LLC | 9 | 9 | 1.01% | 1.17% | 1.29% | Q4 2017 | Q4 2019 | 9 |
Venturi Wealth Management, LLC | 8 | 1 | 0.06% | 0.46% | 1.82% | Q4 2015 | Q4 2019 | 9 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 9 |
Snowden Capital Advisors LLC | 7 | 2 | 0.00% | 0.06% | 0.13% | Q1 2016 | Q4 2019 | 9 |
CFO4Life, L.P. | 9 | 9 | 0.23% | 0.35% | 0.43% | Q4 2014 | Q4 2016 | 9 |
Capital Analysts, LLC | 5 | 4 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q1 2019 | 9 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 9 | 9 | 0.07% | 0.13% | 0.18% | Q1 2018 | Q1 2020 | 9 |
BLACKROCK ADVISORS LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 9 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.09% | 0.66% | Q2 2015 | Q1 2020 | 9 |
FORVIS Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2019 | 9 |
Bramshill Investments, LLC | 6 | 3 | 0.06% | 0.64% | 3.24% | Q4 2017 | Q1 2020 | 9 |
Guild Investment Management, Inc. | 5 | 1 | 2.75% | 7.06% | 18.18% | Q1 2015 | Q4 2019 | 9 |
SHEPHERD KAPLAN KROCHUK, LLC | 9 | 9 | 0.10% | 0.90% | 1.87% | Q4 2017 | Q4 2019 | 9 |
SCOTIA CAPITAL INC. | 4 | 2 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2019 | 9 |
PRUDENTIAL FINANCIAL INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2020 | 9 |
INVESTORS TRUST INC | 9 | 9 | 5.90% | 7.17% | 8.64% | Q2 2013 | Q2 2015 | 9 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2020 | 8 |
Weatherstone Capital Management | 7 | 1 | 0.45% | 3.57% | 6.34% | Q4 2014 | Q2 2017 | 8 |
Stanford Investment Group, Inc. | 4 | 4 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q4 2016 | 8 |
BHK Investment Advisors, LLC | 8 | 8 | 0.06% | 0.09% | 0.15% | Q4 2017 | Q3 2019 | 8 |
BOK Financial Private Wealth, Inc. | 6 | 2 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q1 2020 | 8 |
BALTIMORE CAPITAL MANAGEMENT, INC | 7 | 1 | 0.33% | 0.41% | 0.48% | Q1 2017 | Q1 2019 | 8 |
Valmark Advisers, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.09% | 0.38% | 0.54% | Q2 2013 | Q1 2015 | 8 |
ATLAS CAPITAL ADVISORS LLC | 7 | 1 | 0.02% | 0.05% | 0.18% | Q1 2018 | Q1 2020 | 8 |
Pekin Hardy Strauss, Inc. | 8 | 8 | 0.05% | 0.11% | 0.16% | Q2 2018 | Q1 2020 | 8 |
EFG Asset Management (Americas) Corp. | 8 | 8 | 0.06% | 0.16% | 0.25% | Q1 2015 | Q4 2016 | 8 |
Yellowstone Partners, LLC | 8 | 8 | 0.22% | 0.46% | 0.56% | Q4 2013 | Q3 2015 | 8 |
Marathon Trading Investment Management LLC | 8 | 8 | 0.03% | 0.13% | 0.42% | Q2 2018 | Q1 2020 | 8 |
J. L. Bainbridge & Co., Inc. | 8 | 8 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q1 2020 | 8 |
Merriman Wealth Management, LLC | 3 | 1 | 0.11% | 0.79% | 2.42% | Q4 2015 | Q4 2019 | 8 |
Credit Capital Investments LLC | 7 | 1 | 2.02% | 3.85% | 4.80% | Q1 2016 | Q2 2019 | 8 |
Capital Advisory Group Advisory Services, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q4 2019 | 8 |
Trust Investment Advisors | 8 | 8 | 1.20% | 1.55% | 1.77% | Q3 2015 | Q2 2017 | 8 |
Grisanti Capital Management LLC | 8 | 8 | 0.70% | 0.81% | 1.04% | Q3 2013 | Q2 2015 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
DeGreen Capital Management LLC | 8 | 8 | 0.30% | 2.89% | 5.90% | Q1 2016 | Q4 2017 | 8 |
FIELDPOINT PRIVATE ADVISORS, INC | 5 | 3 | 0.12% | 1.15% | 3.60% | Q3 2013 | Q2 2017 | 8 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 2 | 2 | 0.01% | 0.07% | 0.28% | Q4 2017 | Q1 2020 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
Certified Advisory Corp | 5 | 3 | 0.00% | 0.07% | 0.55% | Q4 2017 | Q1 2020 | 8 |
PFS INVESTMENTS INC. | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q3 2019 | 8 |
Castle Rock Wealth Management, LLC | 4 | 4 | 0.04% | 0.90% | 1.37% | Q4 2017 | Q4 2019 | 8 |
Simplicity Solutions, LLC | 3 | 1 | 0.02% | 0.13% | 0.35% | Q4 2014 | Q1 2019 | 8 |
SPINNAKER TRUST | 8 | 8 | 0.58% | 0.70% | 0.77% | Q2 2013 | Q1 2015 | 8 |
BALDWIN BROTHERS LLC/MA | 5 | 3 | 0.00% | 0.27% | 0.89% | Q2 2013 | Q1 2017 | 8 |
Global Financial Private Capital, Inc | 7 | 1 | 0.00% | 0.04% | 0.06% | Q3 2017 | Q4 2019 | 8 |
DENVER INVESTMENT ADVISORS LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
BREMER TRUST NATIONAL ASSOCIATION | 8 | 8 | 0.04% | 0.07% | 0.15% | Q4 2014 | Q3 2016 | 8 |
WHITTIER TRUST CO | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 8 |
Raub Brock Capital Management LP | 8 | 8 | 0.69% | 0.78% | 0.88% | Q2 2013 | Q1 2015 | 8 |
MUHLENKAMP & CO INC | 4 | 1 | 0.64% | 2.46% | 3.74% | Q4 2015 | Q4 2019 | 8 |
AFT, FORSYTH & COMPANY, INC. | 6 | 2 | 0.02% | 0.23% | 0.49% | Q2 2013 | Q2 2019 | 8 |
DIMENSION CAPITAL MANAGEMENT LLC | 8 | 8 | 0.12% | 0.15% | 0.23% | Q2 2017 | Q1 2019 | 8 |
BOENNING & SCATTERGOOD, INC. | 8 | 8 | 0.11% | 0.23% | 0.36% | Q2 2018 | Q1 2020 | 8 |
TPH Asset Management, LLC | 5 | 1 | 0.01% | 0.58% | 2.57% | Q4 2013 | Q4 2015 | 8 |
Hirtle Callaghan & Co LLC | 8 | 8 | 0.01% | 0.06% | 0.09% | Q4 2015 | Q3 2017 | 8 |
GM Advisory Group, LLC | 8 | 8 | 0.09% | 0.24% | 0.54% | Q4 2016 | Q3 2018 | 8 |
MDE Group | 8 | 8 | 9.32% | 14.80% | 19.12% | Q2 2013 | Q1 2015 | 8 |
Spears Abacus Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 8 |
REILLY FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2019 | 8 |
FFT WEALTH MANAGEMENT LLC | 8 | 8 | 0.17% | 2.19% | 5.06% | Q2 2018 | Q1 2020 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
QUATTRO FINANCIAL ADVISORS LLC | 8 | 8 | 0.13% | 1.48% | 2.54% | Q1 2017 | Q4 2018 | 8 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 1 | 0.01% | 0.74% | 2.76% | Q4 2016 | Q2 2019 | 8 |
Sage Advisory Services, Ltd.Co. | 7 | 1 | 0.01% | 0.04% | 0.18% | Q3 2017 | Q3 2019 | 8 |
Claraphi Advisory Network, LLC | 8 | 8 | 0.07% | 0.45% | 0.76% | Q2 2018 | Q1 2020 | 8 |
Pictet North America Advisors SA | 7 | 7 | 2.22% | 3.12% | 3.70% | Q4 2013 | Q2 2015 | 7 |
RATIONAL ADVISORS LLC | 7 | 7 | 0.06% | 0.31% | 0.77% | Q1 2018 | Q3 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.09% | 0.10% | 0.11% | Q2 2013 | Q4 2014 | 7 |
Independent Portfolio Consultants, Inc. | 7 | 7 | 0.18% | 0.39% | 0.99% | Q1 2014 | Q3 2015 | 7 |
GRIFFIN ASSET MANAGEMENT, INC. | 7 | 7 | 0.03% | 0.12% | 0.23% | Q3 2018 | Q1 2020 | 7 |
U S GLOBAL INVESTORS INC | 4 | 1 | 0.01% | 0.10% | 0.54% | Q2 2013 | Q4 2016 | 7 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 7 |
Shulman DeMeo Asset Management LLC | 7 | 7 | 0.10% | 0.20% | 0.31% | Q4 2018 | Q2 2020 | 7 |
Clark Capital Management Group, Inc. | 7 | 7 | 0.28% | 0.36% | 0.41% | Q2 2013 | Q4 2014 | 7 |
SFMG, LLC | 7 | 7 | 0.59% | 2.11% | 5.34% | Q2 2018 | Q4 2019 | 7 |
Fieldpoint Private Securities, LLC | 7 | 7 | 0.03% | 0.16% | 0.89% | Q1 2017 | Q3 2018 | 7 |
GenTrust, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q2 2018 | 7 |
Efficient Market Advisors, LLC | 6 | 1 | 0.00% | 2.62% | 5.64% | Q1 2015 | Q1 2017 | 7 |
VCU Investment Management Co | 6 | 1 | 5.09% | 6.41% | 9.04% | Q2 2018 | Q2 2020 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2018 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 2.37% | 3.86% | 5.93% | Q2 2013 | Q4 2014 | 7 |
Pathway Financial Advisors LLC | 7 | 7 | 0.06% | 0.92% | 1.83% | Q3 2018 | Q1 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.45% | 0.55% | 0.83% | Q2 2013 | Q4 2014 | 7 |
MILLER HOWARD INVESTMENTS INC /NY | 2 | 1 | 0.00% | 0.09% | 0.30% | Q4 2014 | Q1 2020 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 7 |
INTEGRAL DERIVATIVES, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2017 | 7 |
CAHILL FINANCIAL ADVISORS INC | 7 | 7 | 0.07% | 0.13% | 0.17% | Q3 2018 | Q1 2020 | 7 |
Sharkey, Howes & Javer | 6 | 1 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q1 2018 | 7 |
FIRST FOUNDATION ADVISORS | 3 | 1 | 0.01% | 0.04% | 0.12% | Q1 2014 | Q1 2020 | 7 |
PECONIC PARTNERS LLC | 7 | 7 | 0.14% | 2.60% | 4.92% | Q2 2016 | Q4 2017 | 7 |
Relative Value Partners, LLC | 5 | 2 | 0.02% | 0.14% | 0.82% | Q2 2013 | Q1 2015 | 7 |
BRAVE ASSET MANAGEMENT INC | 4 | 3 | 0.01% | 0.69% | 1.81% | Q4 2013 | Q3 2018 | 7 |
Vanguard Capital Wealth Advisors | 4 | 1 | 0.23% | 0.26% | 0.28% | Q4 2017 | Q4 2019 | 7 |
Ford Financial Group, LLC | 6 | 1 | 0.05% | 0.22% | 0.39% | Q4 2017 | Q1 2020 | 7 |
St. James Investment Company, LLC | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q3 2018 | 7 |
BANK OF NOVA SCOTIA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2014 | 7 |
TCI Wealth Advisors, Inc. | 3 | 1 | 0.00% | 0.02% | 0.11% | Q4 2013 | Q1 2020 | 7 |
FINANCIAL CONSULATE, INC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q2 2019 | 7 |
ZACKS INVESTMENT MANAGEMENT | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 7 |
WISCONSIN CAPITAL MANAGEMENT LLC | 7 | 7 | 1.21% | 1.77% | 2.11% | Q2 2013 | Q4 2014 | 7 |
Allworth Financial LP | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 7 |
BROOKS, MOORE & ASSOCIATES, INC. | 7 | 7 | 0.32% | 0.59% | 0.96% | Q4 2018 | Q2 2020 | 7 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 7 | 7 | 0.25% | 0.37% | 0.44% | Q3 2018 | Q1 2020 | 7 |
Legacy Capital Partners, Inc. | 7 | 7 | 0.03% | 0.11% | 0.13% | Q3 2018 | Q1 2020 | 7 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 7 | 7 | 0.01% | 0.32% | 0.70% | Q3 2015 | Q1 2017 | 7 |
G&S Capital LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2019 | 7 |
K.J. Harrison & Partners Inc | 7 | 7 | 0.07% | 0.10% | 0.16% | Q2 2018 | Q4 2019 | 7 |
Thiel Macro LLC | 6 | 1 | 0.29% | 0.87% | 1.62% | Q4 2014 | Q2 2019 | 7 |
Stelac Advisory Services LLC | 6 | 1 | 0.04% | 0.18% | 0.34% | Q4 2014 | Q4 2019 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2020 | 7 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.01% | 0.08% | 0.23% | Q2 2016 | Q4 2019 | 7 |
CHILTON CAPITAL MANAGEMENT LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q1 2020 | 7 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 3 | 0.02% | 0.06% | 0.10% | Q1 2018 | Q1 2020 | 7 |
LBA Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q1 2017 | 7 |
Torch Wealth Management LLC | 4 | 3 | 1.42% | 1.77% | 1.99% | Q4 2013 | Q4 2015 | 7 |
OLD NATIONAL BANCORP /IN/ | 6 | 1 | 0.01% | 0.19% | 0.84% | Q2 2014 | Q1 2020 | 7 |
VALLEY WEALTH MANAGERS, INC. | 4 | 3 | 0.00% | 0.04% | 0.19% | Q2 2016 | Q2 2019 | 7 |
Moors & Cabot, Inc. | 2 | 1 | 0.03% | 0.05% | 0.12% | Q2 2014 | Q2 2018 | 7 |
Fort Point Capital Partners LLC | 4 | 1 | 0.06% | 0.68% | 1.33% | Q4 2013 | Q4 2019 | 7 |
Chevy Chase Trust Holdings, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2019 | 7 |
Smart Portfolios, LLC | 6 | 1 | 0.09% | 0.25% | 0.93% | Q2 2016 | Q1 2020 | 7 |
Fore Capital, LLC | 4 | 1 | 0.19% | 0.67% | 2.15% | Q1 2018 | Q1 2020 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 0.20% | 0.26% | 0.33% | Q1 2013 | Q3 2014 | 7 |
WMS Partners, LLC | 7 | 7 | 0.11% | 0.19% | 0.25% | Q2 2018 | Q4 2019 | 7 |
Ken Stern & Associates, Inc. | 7 | 7 | 0.13% | 0.15% | 0.16% | Q3 2016 | Q1 2018 | 7 |
Royal Fund Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Perigon Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2018 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.01% | 0.07% | 0.26% | Q4 2016 | Q2 2018 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q1 2020 | 7 |
AKANTHOS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.91% | 4.80% | 8.99% | Q1 2015 | Q2 2018 | 7 |
LCNB CORP | 6 | 1 | 0.08% | 0.36% | 0.53% | Q4 2016 | Q3 2018 | 7 |
First Command Financial Services, Inc. | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q4 2018 | 7 |
CORRADO ADVISORS, LLC | 7 | 7 | 0.09% | 0.14% | 0.21% | Q2 2017 | Q4 2018 | 7 |
Lombard Odier & Cie (Canada), Limited Partnership | 7 | 7 | 0.32% | 0.58% | 0.74% | Q1 2015 | Q3 2016 | 7 |
Johanson Financial Advisors, Inc. | 4 | 3 | 0.16% | 0.61% | 1.03% | Q4 2015 | Q3 2017 | 7 |
Lombard Odier Transatlantic Ltd | 7 | 7 | 1.14% | 1.61% | 2.24% | Q1 2015 | Q3 2016 | 7 |
SWS Partners | 5 | 1 | 0.03% | 0.08% | 0.12% | Q4 2017 | Q1 2020 | 7 |
WESPAC Advisors, LLC | 6 | 1 | 0.68% | 2.48% | 3.31% | Q2 2015 | Q3 2017 | 7 |
HBK INVESTMENTS L P | 4 | 2 | 0.00% | 0.09% | 0.16% | Q1 2015 | Q2 2019 | 6 |
Rinet Co LLC | 6 | 6 | 0.08% | 0.15% | 0.30% | Q3 2018 | Q4 2019 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Ledyard National Bank | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2017 | 6 |
Point72 Asset Management, L.P. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q1 2016 | Q3 2018 | 6 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 6 | 6 | 1.44% | 1.86% | 2.90% | Q4 2017 | Q1 2019 | 6 |
Bay Harbor Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
AVANTAX ADVISORY SERVICES, INC. | 6 | 6 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q1 2020 | 6 |
Arthur Zaske & Associates, LLC | 6 | 6 | 0.32% | 0.87% | 1.60% | Q3 2016 | Q4 2017 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.02% | 0.11% | 0.29% | Q1 2018 | Q1 2020 | 6 |
Gibson Capital, LLC | 6 | 6 | 0.08% | 0.30% | 0.52% | Q2 2014 | Q3 2015 | 6 |
United Capital Management of KS, Inc. | 6 | 6 | 0.96% | 1.02% | 1.07% | Q3 2018 | Q4 2019 | 6 |
Quadrant Private Wealth Management, LLC | 6 | 6 | 0.21% | 0.56% | 0.70% | Q4 2018 | Q1 2020 | 6 |
Essex Savings Bank | 6 | 6 | 0.04% | 0.13% | 0.18% | Q4 2018 | Q1 2020 | 6 |
Avidian Wealth Solutions, LLC | 4 | 2 | 0.05% | 0.07% | 0.09% | Q2 2015 | Q4 2016 | 6 |
CNO Financial Group, Inc. | 6 | 6 | 1.90% | 3.10% | 4.03% | Q3 2017 | Q4 2018 | 6 |
Whitnell & Co. | 5 | 1 | 0.00% | 0.07% | 0.17% | Q4 2015 | Q1 2018 | 6 |
Alpine Global Management, LLC | 2 | 1 | 0.03% | 0.16% | 0.33% | Q2 2014 | Q3 2018 | 6 |
PARK NATIONAL CORP /OH/ | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 6 |
WINTRUST INVESTMENTS LLC | 6 | 6 | 0.01% | 0.05% | 0.12% | Q4 2018 | Q1 2020 | 6 |
Gruss & Co., LLC | 6 | 6 | 0.19% | 0.44% | 1.53% | Q4 2015 | Q1 2017 | 6 |
Harel Insurance Investments & Financial Services Ltd. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2018 | 6 |
Private Advisory Group LLC | 3 | 1 | 0.16% | 0.85% | 3.75% | Q4 2016 | Q3 2019 | 6 |
BERNZOTT CAPITAL ADVISORS | 6 | 6 | 0.03% | 0.06% | 0.07% | Q2 2014 | Q3 2015 | 6 |
Field & Main Bank | 4 | 2 | 0.01% | 0.67% | 1.12% | Q3 2014 | Q1 2018 | 6 |
RAY GERALD L & ASSOCIATES LTD | 6 | 6 | 0.03% | 0.12% | 0.18% | Q2 2016 | Q3 2017 | 6 |
Global Trust Asset Management, LLC | 4 | 2 | 0.14% | 0.32% | 0.45% | Q4 2017 | Q2 2019 | 6 |
Rockefeller Capital Management L.P. | 6 | 6 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q1 2020 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q3 2019 | 6 |
JNBA Financial Advisors | 4 | 1 | 0.00% | 0.01% | 0.05% | Q2 2015 | Q3 2018 | 6 |
Conestoga Capital Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2013 | Q2 2014 | 6 |
STRINGER ASSET MANAGEMENT, LLC | 6 | 6 | 1.55% | 3.65% | 4.52% | Q1 2014 | Q2 2015 | 6 |
WestEnd Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.00% | 0.19% | 0.62% | Q1 2016 | Q1 2020 | 6 |
XR Securities LLC | 3 | 2 | 0.00% | 0.57% | 2.26% | Q3 2018 | Q1 2020 | 6 |
AGILIS PARTNERS LLC | 6 | 6 | 1.13% | 1.73% | 2.18% | Q4 2018 | Q1 2020 | 6 |
Parkside Financial Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 6 |
Aldebaran Financial Inc. | 6 | 6 | 0.06% | 0.09% | 0.13% | Q1 2017 | Q2 2018 | 6 |
Huber Financial Advisors, LLC | 6 | 6 | 0.06% | 0.18% | 0.44% | Q4 2018 | Q1 2020 | 6 |
Larson Financial Group LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Oliver Luxxe Assets LLC | 6 | 6 | 2.95% | 3.23% | 3.76% | Q4 2015 | Q1 2017 | 6 |
Cypress Capital Group | 5 | 1 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2016 | 6 |
Brickley Wealth Management | 6 | 6 | 0.23% | 0.31% | 0.38% | Q3 2018 | Q4 2019 | 6 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Inscription Capital, LLC | 6 | 6 | 0.08% | 1.32% | 1.94% | Q4 2018 | Q1 2020 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.15% | 0.56% | 0.78% | Q2 2013 | Q3 2014 | 6 |
GFS Advisors, LLC | 5 | 1 | 0.03% | 0.14% | 0.66% | Q1 2016 | Q4 2018 | 6 |
Nachman Norwood & Parrott, Inc | 6 | 6 | 0.04% | 0.10% | 0.13% | Q4 2018 | Q1 2020 | 6 |
Kessler Investment Group, LLC | 1 | 1 | 0.00% | 0.13% | 0.72% | Q3 2013 | Q3 2018 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 6 | 6 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q1 2020 | 6 |
MYDA Advisors LLC | 2 | 1 | 0.67% | 2.12% | 3.90% | Q4 2017 | Q4 2019 | 6 |
PagnatoKarp Partners LLC | 6 | 6 | 0.12% | 0.30% | 0.42% | Q4 2018 | Q1 2020 | 6 |
GYL FINANCIAL SYNERGIES, LLC | 6 | 6 | 0.05% | 0.23% | 0.32% | Q4 2018 | Q1 2020 | 6 |
BBR PARTNERS, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 6 |
WealthBridge Capital Management, LLC | 6 | 6 | 0.05% | 0.10% | 0.16% | Q4 2018 | Q1 2020 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.27% | 0.31% | 0.38% | Q2 2013 | Q3 2014 | 6 |
Parkside Investments, LLC | 5 | 1 | 2.52% | 3.61% | 4.77% | Q4 2017 | Q4 2019 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 6 |
ALESCO ADVISORS LLC | 6 | 6 | 0.14% | 0.17% | 0.18% | Q2 2014 | Q3 2015 | 6 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 3 | 3 | 0.10% | 0.24% | 0.48% | Q1 2019 | Q3 2019 | 6 |
VALLEY NATIONAL ADVISERS INC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2020 | 6 |
Ironsides Asset Advisors, LLC | 4 | 2 | 0.06% | 0.07% | 0.09% | Q3 2014 | Q4 2016 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2016 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Dougherty Wealth Advisers LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q1 2020 | 6 |
Regis Management CO LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2014 | Q3 2015 | 6 |
Brown Advisory Securities, LLC | 4 | 2 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q1 2019 | 6 |
Emerson Wealth, LLC | 6 | 6 | 1.59% | 7.77% | 10.18% | Q4 2018 | Q1 2020 | 6 |
Swaine & Leidel Wealth Services, LLC | 6 | 6 | 0.04% | 0.11% | 0.19% | Q4 2018 | Q1 2020 | 6 |
Hamlin Capital Management, LLC | 5 | 1 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q4 2019 | 6 |
JSF Financial, LLC | 6 | 6 | 0.08% | 0.56% | 0.79% | Q4 2018 | Q1 2020 | 6 |
Capital Planning Advisors, LLC | 5 | 1 | 0.00% | 0.18% | 0.31% | Q1 2017 | Q3 2019 | 6 |
KCM INVESTMENT ADVISORS LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2016 | 6 |
Bluefin Trading, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2017 | Q3 2019 | 6 |
LVZ, Inc. | 6 | 6 | 0.05% | 0.10% | 0.13% | Q2 2018 | Q3 2019 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
Kingfisher Capital LLC | 6 | 6 | 0.08% | 0.42% | 0.66% | Q1 2015 | Q2 2016 | 6 |
FinTrust Capital Advisors, LLC | 6 | 6 | 0.01% | 0.19% | 0.56% | Q4 2018 | Q1 2020 | 6 |
Peloton Wealth Strategists | 6 | 6 | 0.19% | 0.49% | 0.74% | Q2 2013 | Q3 2014 | 6 |
First Command Bank | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 6 |
Segment Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q3 2019 | 6 |
YorkBridge Wealth Partners, LLC | 6 | 6 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q1 2018 | 6 |
KEELEY ASSET MANAGEMENT CORP | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
PRIVATE CAPITAL MANAGEMENT LLC | 6 | 6 | 0.05% | 0.11% | 0.17% | Q4 2018 | Q1 2020 | 6 |
Good Life Advisors, LLC | 6 | 6 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q1 2020 | 6 |
CAPITAL CITY TRUST CO/FL | 5 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q1 2020 | 6 |
Wambolt & Associates, LLC | 6 | 6 | 0.68% | 1.62% | 2.16% | Q4 2018 | Q1 2020 | 6 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2017 | 6 |
Rehmann Capital Advisory Group | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Keel Point, LLC | 4 | 2 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q2 2019 | 6 |
FIRST AMERICAN TRUST, FSB | 6 | 6 | 0.08% | 1.74% | 2.98% | Q2 2013 | Q3 2014 | 6 |
Graham Capital Management, L.P. | 5 | 1 | 0.31% | 0.71% | 1.03% | Q3 2016 | Q2 2018 | 6 |
NewSquare Capital LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2017 | 6 |
JET CAPITAL INVESTORS L P | 3 | 3 | 0.25% | 1.02% | 1.49% | Q2 2017 | Q4 2017 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2019 | 5 |
SANDERS MORRIS HARRIS LLC | 4 | 1 | 0.04% | 0.17% | 0.27% | Q1 2016 | Q3 2019 | 5 |
MARIANAS FUND MANAGEMENT LLC | 5 | 5 | 1.44% | 4.93% | 9.08% | Q2 2016 | Q2 2017 | 5 |
Boothe Investment Group, Inc. | 5 | 5 | 4.90% | 5.96% | 6.91% | Q4 2018 | Q4 2019 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2019 | 5 |
Busey Bank | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
Ameritas Investment Company, LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q1 2020 | 5 |
JAMISON EATON & WOOD INC /NJ | 4 | 1 | 0.01% | 0.15% | 0.20% | Q3 2013 | Q1 2015 | 5 |
Calamos Wealth Management LLC | 5 | 5 | 0.03% | 0.27% | 0.40% | Q3 2016 | Q3 2017 | 5 |
CYPRESS ASSET MANAGEMENT INC/TX | 5 | 5 | 0.13% | 1.02% | 1.45% | Q2 2015 | Q2 2016 | 5 |
PALLADIUM PARTNERS LLC | 5 | 5 | 0.26% | 0.26% | 0.27% | Q3 2013 | Q3 2014 | 5 |
Zions Bancorporation, N.A. | 5 | 5 | 0.01% | 2.32% | 11.50% | Q4 2018 | Q4 2019 | 5 |
Summit Equities Inc | 2 | 1 | 0.05% | 0.18% | 0.65% | Q4 2014 | Q4 2017 | 5 |
Cornerstone Financial Partners, LLC | 5 | 5 | 1.08% | 1.82% | 2.13% | Q1 2016 | Q1 2017 | 5 |
Weaver Consulting Group | 5 | 5 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q1 2020 | 5 |
Capital Wealth Planning, LLC | 2 | 1 | 0.01% | 0.06% | 0.15% | Q4 2017 | Q1 2020 | 5 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q3 2017 | Q1 2020 | 5 |
Cooper Financial Group | 5 | 5 | 0.08% | 0.11% | 0.14% | Q4 2018 | Q4 2019 | 5 |
Pensionmark Financial Group, LLC | 5 | 5 | 0.03% | 0.08% | 0.12% | Q4 2018 | Q4 2019 | 5 |
Endurance Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
OAKVIEW CAPITAL MANAGEMENT, L.P. | 3 | 2 | 0.01% | 0.14% | 0.20% | Q4 2016 | Q1 2018 | 5 |
CITY HOLDING CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q4 2015 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 5 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2020 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.02% | 0.06% | 0.14% | Q4 2016 | Q4 2017 | 5 |
Keudell/Morrison Wealth Management | 5 | 5 | 0.47% | 1.29% | 1.84% | Q1 2019 | Q1 2020 | 5 |
ALERUS FINANCIAL NA | 3 | 2 | 0.01% | 0.10% | 0.33% | Q4 2017 | Q2 2019 | 5 |
TrinityPoint Wealth, LLC | 5 | 5 | 0.07% | 0.10% | 0.14% | Q4 2018 | Q4 2019 | 5 |
Trust Co | 5 | 5 | 0.00% | 0.50% | 1.86% | Q3 2015 | Q3 2016 | 5 |
QCM Cayman, Ltd. | 2 | 1 | 0.10% | 2.68% | 9.59% | Q4 2015 | Q1 2020 | 5 |
MEEDER ASSET MANAGEMENT INC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2019 | 5 |
RDA Financial Network | 5 | 5 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q1 2020 | 5 |
Cowen Prime Services LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 5 |
Financial Management Professionals, Inc. | 4 | 1 | 0.02% | 0.35% | 1.66% | Q2 2013 | Q3 2016 | 5 |
Mascoma Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
TCG Advisors, LP | 5 | 5 | 0.04% | 0.26% | 0.69% | Q1 2019 | Q1 2020 | 5 |
IBEX WEALTH ADVISORS | 5 | 5 | 0.07% | 0.33% | 0.50% | Q4 2018 | Q4 2019 | 5 |
NVWM, LLC | 5 | 5 | 0.01% | 0.19% | 0.85% | Q3 2018 | Q3 2019 | 5 |
THOMPSON DAVIS & CO., INC. | 4 | 1 | 0.02% | 0.05% | 0.12% | Q3 2015 | Q3 2018 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.04% | 0.79% | 1.40% | Q2 2013 | Q2 2014 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.04% | 0.12% | Q1 2015 | Q3 2016 | 5 |
Donald L. Hagan, LLC | 3 | 1 | 0.01% | 1.14% | 2.08% | Q3 2015 | Q3 2019 | 5 |
CNB Bank | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
MOSELEY INVESTMENT MANAGEMENT INC | 5 | 5 | 0.16% | 0.44% | 0.59% | Q1 2019 | Q1 2020 | 5 |
WEBSTER BANK, N. A. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.03% | 0.06% | 0.08% | Q1 2019 | Q1 2020 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.05% | 0.08% | Q4 2016 | Q4 2017 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.07% | 0.19% | 0.57% | Q2 2018 | Q2 2019 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.08% | 0.27% | 0.53% | Q1 2019 | Q1 2020 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.10% | 0.17% | 0.25% | Q1 2015 | Q1 2016 | 5 |
HAYS ADVISORY LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q3 2015 | 5 |
BAILARD, INC. | 4 | 1 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q1 2018 | 5 |
GLG Partners LP | 1 | 1 | 0.02% | 0.07% | 0.15% | Q3 2015 | Q4 2017 | 5 |
Advisors Preferred, LLC | 3 | 1 | 0.02% | 0.20% | 0.54% | Q2 2014 | Q4 2018 | 5 |
Opus Capital Group, LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2015 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2016 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.29% | 0.37% | 0.44% | Q4 2013 | Q4 2014 | 5 |
HHM Wealth Advisors, LLC | 4 | 1 | 0.03% | 0.10% | 0.20% | Q4 2018 | Q1 2020 | 5 |
Cresset Asset Management, LLC | 5 | 5 | 0.01% | 0.13% | 0.22% | Q4 2018 | Q4 2019 | 5 |
LFA - Lugano Financial Advisors SA | 5 | 5 | 0.29% | 0.46% | 0.61% | Q2 2018 | Q2 2019 | 5 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 1 | 0.11% | 0.14% | 0.23% | Q2 2016 | Q1 2018 | 5 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Signature Financial Management, Inc. | 5 | 5 | 0.12% | 0.17% | 0.24% | Q4 2015 | Q4 2016 | 5 |
Jackson Hole Capital Partners, LLC | 5 | 5 | 0.57% | 1.19% | 2.07% | Q1 2019 | Q1 2020 | 5 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 4 | 1 | 0.60% | 0.80% | 0.91% | Q4 2014 | Q2 2016 | 5 |
CAXTON CORP | 5 | 5 | 1.50% | 3.79% | 5.14% | Q2 2018 | Q2 2019 | 5 |
Jordan Park Group LLC | 5 | 5 | 0.04% | 3.71% | 9.85% | Q4 2017 | Q4 2018 | 5 |
Vivaldi Capital Management LP | 5 | 5 | 0.02% | 0.10% | 0.26% | Q1 2019 | Q1 2020 | 5 |
M Holdings Securities, Inc. | 3 | 1 | 0.05% | 0.10% | 0.18% | Q3 2014 | Q1 2020 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 5 |
Avior Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2020 | 5 |
LILLEY & CO | 5 | 5 | 5.26% | 5.43% | 5.76% | Q2 2013 | Q2 2014 | 5 |
CALTON & ASSOCIATES, INC. | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q4 2019 | 4 |
MISSION WEALTH MANAGEMENT, LP | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
BURKE & HERBERT BANK & TRUST CO | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2017 | Q3 2018 | 4 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q3 2015 | 4 |
Kore Private Wealth LLC | 2 | 2 | 0.01% | 0.08% | 0.22% | Q4 2018 | Q1 2020 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.13% | 0.20% | 0.27% | Q4 2018 | Q3 2019 | 4 |
SMITH HAYES Advisers, Inc | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q3 2015 | 4 |
King Wealth Management Group | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2014 | Q3 2015 | 4 |
Lenox Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
TIEDEMANN ADVISORS, LLC | 4 | 4 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q3 2018 | 4 |
Madden Advisory Services, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2014 | 4 |
Karp Capital Management Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Fernwood Investment Management, LLC | 2 | 2 | 0.12% | 0.15% | 0.19% | Q4 2016 | Q3 2018 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Calamos Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
Caption Management, LLC | 2 | 1 | 0.00% | 0.18% | 0.31% | Q4 2017 | Q1 2020 | 4 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.75% | 1.02% | 1.72% | Q4 2017 | Q3 2018 | 4 |
Crabel Capital Management, LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2017 | Q3 2018 | 4 |
WEST CHESTER CAPITAL ADVISORS, INC | 2 | 1 | 0.01% | 0.40% | 0.62% | Q2 2013 | Q2 2015 | 4 |
Ellis Investment Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
Kissinger Financial Services LLC | 4 | 4 | 0.30% | 0.36% | 0.41% | Q3 2016 | Q2 2017 | 4 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2020 | 4 |
Stearns Financial Services Group | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q2 2017 | 4 |
Covington Capital Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
DAVIS R M INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 4 |
SIT INVESTMENT ASSOCIATES INC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2019 | 4 |
SANDLER CAPITAL MANAGEMENT | 4 | 4 | 0.58% | 1.06% | 1.41% | Q2 2016 | Q1 2017 | 4 |
Fusion Investment Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 4 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.03% | 0.14% | 0.44% | Q4 2013 | Q4 2015 | 4 |
Peak Asset Management, LLC | 2 | 2 | 0.03% | 0.05% | 0.10% | Q4 2018 | Q1 2020 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 4 |
FCG ADVISORS, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
INVESTMENT HOUSE LLC | 2 | 1 | 0.03% | 0.06% | 0.12% | Q3 2015 | Q1 2017 | 4 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 1 | 0.04% | 0.09% | 0.21% | Q4 2017 | Q2 2020 | 4 |
Concourse Capital Management, LLC | 4 | 4 | 0.31% | 0.32% | 0.32% | Q4 2017 | Q3 2018 | 4 |
Versant Capital Management, Inc | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2019 | 4 |
McGowan Group Asset Management, Inc. | 4 | 4 | 3.37% | 3.64% | 3.95% | Q4 2017 | Q3 2018 | 4 |
Hardy Reed LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q3 2019 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
Edge Capital Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
AVALON CAPITAL MANAGEMENT | 3 | 1 | 1.09% | 1.31% | 1.44% | Q3 2013 | Q3 2014 | 4 |
Good Harbor Financial, LLC | 4 | 4 | 0.47% | 0.80% | 1.26% | Q4 2014 | Q3 2015 | 4 |
Corundum Group, Inc. | 4 | 4 | 0.09% | 0.11% | 0.15% | Q2 2019 | Q1 2020 | 4 |
Caprock Group, LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2016 | Q3 2017 | 4 |
Charles Schwab Investment Advisory, Inc. | 4 | 4 | 0.29% | 0.54% | 0.70% | Q2 2018 | Q1 2019 | 4 |
AJ WEALTH STRATEGIES, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q1 2020 | 4 |
Joseph P. Lucia & Associates, LLC | 3 | 1 | 0.01% | 0.05% | 0.15% | Q1 2019 | Q1 2020 | 4 |
Realta Investment Advisors | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q1 2020 | 4 |
Magnus Financial Group LLC | 4 | 4 | 0.08% | 0.61% | 0.83% | Q4 2018 | Q3 2019 | 4 |
ALTFEST L J & CO INC | 4 | 4 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q1 2019 | 4 |
Enterprise Trust & Investment Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 4 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.20% | 0.46% | Q3 2019 | Q1 2020 | 4 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 4 | 4 | 0.01% | 1.19% | 1.98% | Q2 2017 | Q1 2018 | 4 |
Csenge Advisory Group | 3 | 1 | 0.00% | 0.35% | 0.51% | Q3 2017 | Q3 2018 | 4 |
Manchester Capital Management LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q4 2014 | 4 |
GAMCO INVESTORS, INC. ET AL | 4 | 4 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2020 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 4 |
State of Tennessee, Treasury Department | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2019 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.09% | 0.19% | 0.29% | Q4 2018 | Q3 2019 | 4 |
Stratos Wealth Advisors, LLC | 4 | 4 | 0.04% | 0.09% | 0.19% | Q4 2018 | Q3 2019 | 4 |
Coe Capital Management, LLC | 2 | 1 | 0.12% | 0.29% | 0.36% | Q4 2013 | Q1 2018 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q2 2018 | 4 |
Aureus Asset Management, LLC | 3 | 1 | 0.13% | 0.16% | 0.19% | Q3 2015 | Q1 2017 | 4 |
Sowell Financial Services LLC | 3 | 1 | 0.02% | 0.08% | 0.17% | Q1 2019 | Q1 2020 | 4 |
Visium Asset Management, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 4 |
Coyle Financial Counsel LLC | 4 | 4 | 4.51% | 5.58% | 6.14% | Q4 2015 | Q3 2016 | 4 |
O'Dell Group, LLC | 4 | 4 | 3.22% | 3.58% | 3.90% | Q4 2016 | Q3 2017 | 4 |
Vontobel Swiss Wealth Advisors AG | 4 | 4 | 2.45% | 3.34% | 4.24% | Q1 2015 | Q4 2015 | 4 |
Goelzer Investment Management, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2013 | Q4 2013 | 4 |
NorthRock Partners, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
Brookfield Asset Management | 4 | 4 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q1 2019 | 4 |
TRAN CAPITAL MANAGEMENT, L.P. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
BLB&B Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q1 2020 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
GABLES CAPITAL MANAGEMENT INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
HM PAYSON & CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
LIBERTY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Pettinga Financial Advisors LLC | 3 | 1 | 0.08% | 0.09% | 0.11% | Q4 2018 | Q4 2019 | 4 |
WELCH & FORBES LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2019 | 4 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 2 | 1 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q1 2020 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q3 2017 | 4 |
Pflug Koory, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
CARLSON CAPITAL L P | 4 | 4 | 0.35% | 0.39% | 0.42% | Q4 2018 | Q3 2019 | 4 |
ELCO Management Co., LLC | 2 | 1 | 0.07% | 0.15% | 0.23% | Q4 2017 | Q1 2020 | 4 |
BAINCO INTERNATIONAL INVESTORS | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q4 2016 | 4 |
Tidal Investments LLC | 4 | 4 | 0.05% | 0.09% | 0.13% | Q2 2019 | Q1 2020 | 4 |
Douglass Winthrop Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Soros Fund Management | 2 | 1 | 0.12% | 0.78% | 1.98% | Q2 2017 | Q1 2018 | 4 |
ACCESS FINANCIAL SERVICES, INC. | 4 | 4 | 0.39% | 0.71% | 1.09% | Q4 2018 | Q3 2019 | 4 |
Dana Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2014 | 4 |
Hurlow Wealth Management Group, Inc. | 4 | 4 | 0.10% | 2.65% | 3.60% | Q4 2018 | Q3 2019 | 4 |
CABOT WEALTH MANAGEMENT INC | 4 | 4 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q1 2014 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2018 | 4 |
Heritage Trust Co | 2 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q4 2019 | 4 |
Almitas Capital LLC | 4 | 4 | 0.12% | 0.16% | 0.20% | Q4 2018 | Q3 2019 | 4 |
TSFG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Paragon Capital Management LLC | 2 | 1 | 0.00% | 0.32% | 0.62% | Q1 2019 | Q1 2020 | 3 |
BROADVIEW ADVISORS LLC | 3 | 3 | 0.45% | 0.54% | 0.62% | Q4 2018 | Q2 2019 | 3 |
KHP Capital, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2018 | Q3 2018 | 3 |
Flaharty Asset Management, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
BEACON FINANCIAL GROUP | 2 | 1 | 0.05% | 0.95% | 1.46% | Q4 2014 | Q3 2017 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.06% | 0.10% | 0.19% | Q2 2016 | Q1 2017 | 3 |
Smithfield Trust Co | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2020 | 3 |
EXCELSIA, INC. | 3 | 3 | 7.96% | 9.58% | 11.33% | Q4 2014 | Q2 2015 | 3 |
CMT TRADING LLC | 3 | 3 | 0.36% | 1.54% | 3.15% | Q1 2016 | Q3 2016 | 3 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 3 | 3 | 0.55% | 2.06% | 4.66% | Q2 2013 | Q4 2013 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q1 2020 | 3 |
ROMAN BUTLER FULLERTON & CO | 3 | 3 | 0.14% | 0.16% | 0.19% | Q4 2018 | Q2 2019 | 3 |
WESTWOOD HOLDINGS GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 3 |
Diameter Capital Partners LP | 2 | 1 | 4.39% | 4.86% | 5.62% | Q1 2019 | Q4 2019 | 3 |
Verity Asset Management, Inc. | 2 | 1 | 0.71% | 0.99% | 1.26% | Q4 2015 | Q3 2018 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 3 |
Conservest Capital Advisors, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q3 2017 | 3 |
PVG Asset Management | 3 | 3 | 1.43% | 1.89% | 2.23% | Q2 2015 | Q4 2015 | 3 |
WELLINGTON MANAGEMENT GROUP LLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2017 | 3 |
Aptus Capital Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Cinctive Capital Management LP | 2 | 2 | 0.04% | 0.70% | 1.11% | Q4 2019 | Q1 2020 | 3 |
KMG FIDUCIARY PARTNERS, LLC | 3 | 3 | 0.27% | 0.28% | 0.30% | Q4 2018 | Q2 2019 | 3 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 3 |
Daniel Devine & Co | 3 | 3 | 0.14% | 0.16% | 0.17% | Q4 2014 | Q2 2015 | 3 |
FinTrust Investment Advisory Services, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q3 2017 | Q1 2018 | 3 |
Strategic Advisors LLC | 3 | 3 | 0.16% | 0.19% | 0.21% | Q3 2013 | Q1 2014 | 3 |
CreativeOne Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q1 2020 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.04% | 0.37% | 0.90% | Q2 2013 | Q4 2013 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Sepio Capital, LP | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q4 2019 | 3 |
Wellington Shields Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q2 2019 | 3 |
Marquette Asset Management, LLC | 3 | 3 | 0.35% | 0.38% | 0.41% | Q2 2013 | Q4 2013 | 3 |
Cutler Capital Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2013 | Q2 2014 | 3 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
WEST BANCORPORATION INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
LGL PARTNERS, LLC | 2 | 1 | 0.70% | 1.50% | 3.01% | Q2 2018 | Q1 2020 | 3 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 3 | 3 | 0.66% | 5.37% | 10.38% | Q2 2015 | Q4 2015 | 3 |
Long Wharf Investors, Inc. | 3 | 3 | 0.44% | 0.87% | 1.12% | Q4 2013 | Q2 2014 | 3 |
Roundview Capital LLC | 3 | 3 | 0.26% | 0.46% | 0.60% | Q1 2017 | Q3 2017 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.17% | 0.45% | Q4 2016 | Q4 2016 | 3 |
MainStreet Investment Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q3 2018 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.92% | 1.19% | 1.48% | Q2 2019 | Q4 2019 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q4 2016 | 3 |
NORTHSTAR WEALTH PARTNERS LLC | 3 | 3 | 0.15% | 0.23% | 0.27% | Q1 2017 | Q3 2017 | 3 |
Forest Hill Capital, LLC | 2 | 1 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q1 2020 | 3 |
Waverly Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q3 2017 | 3 |
VESTOR CAPITAL, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
HERSHEY TRUST CO | 3 | 3 | 0.48% | 0.53% | 0.61% | Q2 2019 | Q4 2019 | 3 |
BENJAMIN EDWARDS INC | 3 | 3 | 0.04% | 0.13% | 0.31% | Q3 2019 | Q1 2020 | 3 |
Pinnacle Advisory Group, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 3 |
Quad Capital Management Advisors LLC | 2 | 1 | 0.29% | 0.60% | 0.84% | Q4 2017 | Q1 2019 | 3 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 3 | 3 | 2.16% | 3.79% | 6.31% | Q2 2017 | Q4 2017 | 3 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.04% | 0.08% | 0.13% | Q3 2018 | Q1 2020 | 3 |
Sicart Associates LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q1 2020 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Virtue Capital Management, LLC | 2 | 1 | 0.22% | 0.25% | 0.29% | Q2 2018 | Q1 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
TRUIST FINANCIAL CORP | 2 | 2 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q1 2020 | 3 |
Blue Sky Asset Management, LLC | 2 | 1 | 0.04% | 0.40% | 1.10% | Q3 2018 | Q1 2020 | 3 |
WEALTHFRONT Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Highlander Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2015 | 3 |
Ionic Capital Management LLC | 2 | 1 | 0.02% | 0.08% | 0.19% | Q1 2017 | Q1 2018 | 3 |
Hayden Royal, LLC | 3 | 3 | 0.35% | 0.51% | 0.68% | Q1 2019 | Q3 2019 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2014 | Q2 2015 | 3 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.10% | 0.29% | Q1 2017 | Q3 2023 | 3 |
Regal Wealth Group, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q2 2018 | 3 |
Nationwide Fund Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2016 | 3 |
HUTCHENS INVESTMENT MANAGEMENT INC | 3 | 3 | 0.21% | 0.27% | 0.30% | Q4 2014 | Q2 2015 | 3 |
Orca Investment Management, LLC | 3 | 3 | 1.99% | 2.04% | 2.11% | Q4 2014 | Q2 2015 | 3 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.34% | 0.69% | 1.09% | Q3 2018 | Q1 2019 | 3 |
Catalyst Capital Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2016 | 3 |
SEARLE & CO. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
REGENTATLANTIC CAPITAL LLC | 3 | 3 | 0.03% | 0.07% | 0.11% | Q4 2014 | Q2 2015 | 3 |
Burleson & Company, LLC | 2 | 1 | 0.30% | 2.29% | 4.11% | Q4 2017 | Q3 2019 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
MANCHESTER FINANCIAL INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
Taylor Wealth Management Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
NICOLET BANKSHARES INC | 3 | 3 | 0.07% | 0.24% | 0.35% | Q3 2019 | Q1 2020 | 3 |
TRUEWEALTH LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Glovista Investments LLC | 1 | 1 | 0.44% | 1.30% | 1.92% | Q2 2017 | Q2 2019 | 3 |
FIRST TRUST ADVISORS LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2018 | Q1 2019 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.15% | 0.18% | 0.20% | Q2 2013 | Q4 2013 | 3 |
McNamara Financial Services, Inc. | 3 | 3 | 0.21% | 0.27% | 0.30% | Q4 2014 | Q2 2015 | 3 |
Lee Financial Co | 2 | 1 | 0.04% | 0.08% | 0.11% | Q2 2017 | Q1 2018 | 3 |
Stamos Capital Partners, L.P. | 2 | 1 | 1.01% | 2.05% | 2.71% | Q2 2019 | Q1 2020 | 3 |
Parisi Gray Wealth Management | 2 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2019 | 3 |
GARRISON POINT ADVISORS, LLC | 3 | 3 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q2 2019 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q2 2018 | 3 |
Portfolio Strategies Inc | 2 | 1 | 0.01% | 0.89% | 1.37% | Q4 2013 | Q4 2016 | 3 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2018 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q4 2013 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
BRIDGER MANAGEMENT, LLC | 3 | 3 | 0.49% | 0.90% | 1.11% | Q4 2014 | Q2 2015 | 3 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CHESAPEAKE ASSET MANAGEMENT LLC | 2 | 2 | 0.70% | 1.11% | 1.52% | Q2 2016 | Q3 2016 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Madison Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.07% | 0.09% | Q4 2014 | Q1 2015 | 2 |
&PARTNERS | 2 | 2 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q1 2020 | 2 |
Scott & Selber, Inc. | 2 | 2 | 1.91% | 1.97% | 2.03% | Q2 2016 | Q3 2016 | 2 |
Parcion Private Wealth LLC | 2 | 2 | 0.03% | 0.44% | 0.85% | Q4 2019 | Q1 2020 | 2 |
MCIA Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Grove Bank & Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q1 2019 | Q4 2019 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.10% | 0.17% | 0.23% | Q4 2019 | Q1 2020 | 2 |
Capital One Investing, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.33% | 1.25% | 2.16% | Q4 2017 | Q4 2019 | 2 |
Julex Capital Management, LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 2 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 2.89% | 6.06% | 9.22% | Q3 2016 | Q3 2017 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Mechanics Bank Trust Department | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2019 | Q3 2019 | 2 |
TAM Capital Management Inc. | 1 | 1 | 0.65% | 3.32% | 5.99% | Q1 2018 | Q4 2018 | 2 |
Equitable Holdings, Inc. | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q1 2020 | 2 |
PBMares Wealth Management LLC | 2 | 2 | 0.12% | 0.20% | 0.28% | Q4 2019 | Q1 2020 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 2 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2014 | Q1 2015 | 2 |
StoneX Group Inc. | 2 | 2 | 0.05% | 0.13% | 0.21% | Q2 2017 | Q3 2017 | 2 |
JAMES INVESTMENT RESEARCH INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Atlantic Union Bankshares Corp | 2 | 2 | 0.07% | 0.14% | 0.22% | Q4 2019 | Q1 2020 | 2 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.12% | 2.51% | 4.90% | Q4 2013 | Q3 2014 | 2 |
IEQ CAPITAL, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2020 | 2 |
SkyOak Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.95% | 1.11% | 1.27% | Q4 2019 | Q1 2020 | 2 |
VALENTINE VENTURES LLC | 1 | 1 | 1.53% | 1.64% | 1.76% | Q4 2015 | Q4 2018 | 2 |
HYA Advisors, Inc | 2 | 2 | 0.15% | 0.22% | 0.30% | Q4 2019 | Q1 2020 | 2 |
Beirne Wealth Consulting Services, LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q1 2020 | 2 |
Disciplined Investments, LLC | 2 | 2 | 0.15% | 0.25% | 0.35% | Q4 2019 | Q1 2020 | 2 |
Brookfield Public Securities Group LLC | 2 | 2 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q1 2020 | 2 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 0.66% | 0.76% | 0.84% | Q1 2014 | Q3 2015 | 2 |
Phocas Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.36% | 0.59% | Q4 2018 | Q3 2019 | 2 |
Legacy Private Trust Co. | 2 | 2 | 0.16% | 0.23% | 0.31% | Q4 2016 | Q1 2017 | 2 |
Beach Investment Management, LLC. | 2 | 2 | 0.58% | 1.73% | 2.87% | Q2 2013 | Q3 2013 | 2 |
Traynor Capital Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Arkadios Wealth Advisors | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2015 | 2 |
Visionary Wealth Advisors | 2 | 2 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q1 2020 | 2 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 2.09% | 3.48% | 4.87% | Q4 2017 | Q2 2018 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Blackstart Capital LP | 2 | 2 | 0.59% | 0.88% | 1.18% | Q4 2019 | Q1 2020 | 2 |
Newfound Research LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Balentine LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
PRIVATE ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
WHALEROCK POINT PARTNERS, LLC | 2 | 2 | 0.03% | 0.06% | 0.09% | Q1 2018 | Q2 2018 | 2 |
TAP Consulting, LLC | 1 | 1 | 1.28% | 1.31% | 1.34% | Q1 2019 | Q3 2019 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
ROCKLAND TRUST CO | 1 | 1 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q4 2019 | 2 |
GREAT VALLEY ADVISOR GROUP, INC. | 2 | 2 | 0.36% | 0.56% | 0.77% | Q4 2018 | Q1 2019 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
American Institute for Advanced Investment Management, LLP | 2 | 2 | 0.09% | 0.26% | 0.43% | Q4 2019 | Q1 2020 | 2 |
Fiduciary Trust Co International of Pennsylvania | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.07% | 0.43% | 0.80% | Q1 2017 | Q4 2019 | 2 |
Cerity Partners LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Employees Retirement System of Texas | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q2 2019 | 2 |
PSI Advisors, LLC | 2 | 2 | 0.13% | 0.18% | 0.23% | Q4 2019 | Q1 2020 | 2 |
ELEMENT POINTE ADVISORS, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2019 | Q3 2019 | 2 |
PRIO WEALTH LIMITED PARTNERSHIP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Winchester Group Inc. | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q3 2013 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
EQUITABLE TRUST CO | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.21% | 0.22% | 0.23% | Q2 2013 | Q3 2013 | 2 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
FIDUCIARY SERVICES CORP/GA | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2014 | Q1 2015 | 2 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.19% | 0.20% | 0.22% | Q2 2013 | Q3 2013 | 2 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 2 | 0.20% | 0.64% | 1.08% | Q4 2019 | Q1 2020 | 2 |
Bank OZK | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2014 | Q3 2014 | 2 |
Crossmark Global Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 2 |
Orion Portfolio Solutions, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q1 2020 | 2 |
ALBION FINANCIAL GROUP /UT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
BANK OF HAWAII | 2 | 2 | 0.35% | 0.38% | 0.40% | Q2 2016 | Q3 2016 | 2 |
DRW Securities, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
SteelBridge Private Wealth Advisors LLC | 2 | 2 | 0.28% | 0.91% | 1.54% | Q2 2017 | Q3 2017 | 2 |
DT Investment Partners, LLC | 2 | 2 | 3.51% | 3.70% | 3.89% | Q3 2014 | Q4 2014 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.04% | 0.05% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Fondren Management LP | 1 | 1 | 1.09% | 1.16% | 1.24% | Q2 2018 | Q1 2020 | 2 |
BALLAST ADVISORS LLC | 2 | 2 | 0.17% | 0.28% | 0.39% | Q4 2019 | Q1 2020 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q1 2020 | 2 |
NAPLES GLOBAL ADVISORS, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Winch Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2019 | 2 |
McAdam, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 2 |
Birch Capital Management, LLC | 2 | 2 | 0.08% | 0.16% | 0.24% | Q4 2019 | Q1 2020 | 2 |
EVERETT HARRIS & CO /CA/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.08% | 0.22% | 0.36% | Q4 2019 | Q4 2019 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Sculati Wealth Management, LLC | 2 | 2 | 0.26% | 0.35% | 0.44% | Q4 2019 | Q1 2020 | 2 |
Shoker Investment Counsel, Inc. | 1 | 1 | 0.09% | 0.14% | 0.19% | Q4 2015 | Q4 2018 | 2 |
CONNING INC. | 1 | 1 | 0.05% | 0.14% | 0.22% | Q2 2017 | Q4 2018 | 2 |
NWAM LLC | 2 | 2 | 0.45% | 0.56% | 0.66% | Q2 2017 | Q3 2017 | 2 |
Intrinsic Edge Capital Management LLC | 2 | 2 | 0.13% | 0.22% | 0.32% | Q4 2019 | Q1 2020 | 2 |
Glassman Wealth Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q1 2020 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Pegasus Partners Ltd. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2015 | Q4 2015 | 2 |
Invenomic Capital Management LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Heartwood Wealth Advisors LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q1 2020 | 2 |
PEAK6 Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 2 |
1776 Wealth LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Bryn Mawr Capital Management, LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q3 2017 | Q4 2017 | 2 |
Ranch Capital Advisors Inc. | 2 | 2 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q1 2020 | 2 |
Wealth Alliance | 2 | 2 | 1.66% | 1.86% | 2.05% | Q4 2019 | Q1 2020 | 2 |
S.A. Mason LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Kamunting Street Capital Management, L.P. | 2 | 2 | 0.52% | 0.59% | 0.66% | Q4 2019 | Q1 2020 | 2 |
Powell Investment Advisors, LLC | 2 | 2 | 0.42% | 0.49% | 0.57% | Q4 2019 | Q1 2020 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Benchmark Wealth Management, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q4 2019 | Q1 2020 | 2 |
ATTICUS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Blueshift Asset Management, LLC | 2 | 2 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q1 2019 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Aravt Global | 2 | 2 | 2.59% | 3.61% | 4.62% | Q1 2016 | Q2 2016 | 2 |
CLOVIS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 1.18% | 2.36% | Q4 2015 | Q4 2015 | 2 |
Verdence Capital Advisors LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 2 |
Bristol Advisors, LLC | 1 | 1 | 0.00% | 3.38% | 6.76% | Q3 2018 | Q3 2018 | 2 |
Summit Financial, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2019 | 2 |
RiverFront Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2013 | Q2 2013 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q1 2020 | 2 |
BBVA USA Bancshares, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 0.02% | 0.10% | 0.18% | Q4 2019 | Q1 2020 | 2 |
Investors Financial Group, LLC | 2 | 2 | 0.58% | 0.91% | 1.23% | Q4 2019 | Q1 2020 | 2 |
Spouting Rock Asset Management, LLC | 2 | 2 | 0.18% | 0.25% | 0.32% | Q4 2019 | Q1 2020 | 2 |
OptiFour Integrated Wealth Management, LLC | 2 | 2 | 0.78% | 0.82% | 0.87% | Q4 2017 | Q1 2018 | 2 |
SG3 Management, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q2 2019 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.45% | 0.88% | Q1 2017 | Q2 2017 | 2 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q4 2019 | 2 |
ICONIQ Capital, LLC | 2 | 2 | 0.06% | 0.10% | 0.13% | Q3 2015 | Q4 2015 | 2 |
Tributary Capital Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Homrich & Berg | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Cannell & Co. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Argent Advisors, Inc. | 2 | 2 | 1.22% | 1.60% | 1.97% | Q4 2019 | Q1 2020 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Americana Partners, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 2 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Beacon Financial Advisory LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q1 2020 | 2 |
JBJ Investment Partners, LLC | 1 | 1 | 0.00% | 0.27% | 0.53% | Q1 2019 | Q1 2020 | 2 |
Mayfair Advisory Group, LLC | 2 | 2 | 0.16% | 0.24% | 0.32% | Q4 2019 | Q1 2020 | 2 |
LifeSteps Financial, Inc. | 2 | 2 | 0.08% | 0.14% | 0.20% | Q4 2019 | Q1 2020 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 2 |
Johnson Financial Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Eudaimonia Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Horrell Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Pinnacle Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q1 2020 | 2 |
NewDay Solutions, LLC | 2 | 2 | 0.17% | 0.22% | 0.28% | Q3 2019 | Q4 2019 | 2 |
MOODY NATIONAL BANK TRUST DIVISION | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.01% | 0.07% | 0.13% | Q4 2015 | Q4 2018 | 2 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 2 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.07% | 0.14% | Q4 2018 | Q3 2019 | 2 |
Samalin Investment Counsel, LLC | 2 | 2 | 0.85% | 0.95% | 1.05% | Q4 2019 | Q1 2020 | 2 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q1 2018 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.13% | 0.21% | 0.29% | Q1 2016 | Q2 2016 | 2 |
Lebenthal Asset Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
LNZ Capital LP | 2 | 2 | 0.35% | 3.76% | 7.17% | Q4 2015 | Q1 2016 | 2 |
Sugarloaf Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Sunflower Bank, N.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
DOCK STREET ASSET MANAGEMENT INC | 2 | 2 | 3.32% | 4.29% | 5.26% | Q2 2013 | Q3 2013 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q1 2020 | 2 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 2 | 0.10% | 0.11% | 0.13% | Q2 2016 | Q3 2016 | 2 |
Financial Insights, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q3 2019 | 2 |
Napier Park Global Capital (US) LP | 2 | 2 | 12.99% | 14.46% | 15.93% | Q2 2017 | Q3 2017 | 2 |
TOWER TRUST Co | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2013 | Q3 2013 | 2 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.04% | 0.09% | 0.14% | Q3 2017 | Q1 2018 | 2 |
ISLAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.21% | 0.29% | 0.36% | Q4 2019 | Q1 2020 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
BANQUE PICTET & CIE SA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Aurora Private Wealth, Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.10% | 0.12% | 0.13% | Q4 2019 | Q1 2020 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2017 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.04% | 0.14% | 0.23% | Q3 2014 | Q4 2017 | 2 |
Apollo Management Holdings, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
HNP Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Centric Wealth Management | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
Pennant Investors, LP | 1 | 1 | 4.56% | 4.56% | 4.56% | Q4 2019 | Q4 2019 | 1 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Centenus Global Management, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
Trexquant Investment LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2020 | Q1 2020 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Leisure Capital Management | 1 | 1 | 4.84% | 4.84% | 4.84% | Q4 2015 | Q4 2015 | 1 |
Sargent Bickham Lagudis LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Jackson Financial Management | 1 | 1 | 1.88% | 1.88% | 1.88% | Q4 2019 | Q4 2019 | 1 |
Souders Financial Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Fusion Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
EDGE ASSET MANAGEMENT, INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2015 | Q1 2015 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
Benson Investment Management Company, Inc. | 1 | 1 | 1.88% | 1.88% | 1.88% | Q4 2017 | Q4 2017 | 1 |
Glen Point Capital LLP | 1 | 1 | 7.93% | 7.93% | 7.93% | Q1 2017 | Q1 2017 | 1 |
TORONTO DOMINION BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
VILLERE ST DENIS J & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Bridgewater Wealth & Financial Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2014 | Q4 2014 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2016 | Q4 2016 | 1 |
Threshold Group LLC | 1 | 1 | 5.12% | 5.12% | 5.12% | Q4 2015 | Q4 2015 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
TAURUS ASSET MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Covenant Partners, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Teilinger Capital Ltd. | 1 | 1 | 4.73% | 4.73% | 4.73% | Q4 2019 | Q4 2019 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Edmonds Duncan Registered Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KWMG, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2014 | Q4 2014 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
Savant Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Archer Capital Management, L.P. | 1 | 1 | 4.37% | 4.37% | 4.37% | Q2 2013 | Q2 2013 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Sageworth Trust Co | 1 | 1 | 2.50% | 2.50% | 2.50% | Q1 2020 | Q1 2020 | 1 |
MAI Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Davis Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
Westshore Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Harvest Investment Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2016 | Q3 2016 | 1 |
CMH Wealth Management LLC | 1 | 1 | 3.45% | 3.45% | 3.45% | Q1 2017 | Q1 2017 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
BEACONLIGHT CAPITAL, LLC | 1 | 1 | 5.87% | 5.87% | 5.87% | Q4 2015 | Q4 2015 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q3 2019 | Q3 2019 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2019 | Q4 2019 | 1 |
Trutina Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
CQS (US), LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
CAPITAL ONE FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2019 | Q3 2019 | 1 |
Hudson Capital Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Parkwood LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
Indie Asset Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2016 | Q3 2016 | 1 |
Affinity Capital Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 7.35% | 7.35% | 7.35% | Q1 2015 | Q1 2015 | 1 |
1832 Asset Management L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Brookstone Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
New World Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Q3 Asset Management | 1 | 1 | 3.76% | 3.76% | 3.76% | Q3 2018 | Q3 2018 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Rosenberg Matthew Hamilton | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
ASPIRIANT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RPTC Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2017 | Q3 2017 | 1 |
Planning Solutions Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Morris Capital Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
Longbow Capital Partners, L.P. | 1 | 1 | 4.34% | 4.34% | 4.34% | Q4 2015 | Q4 2015 | 1 |
Blue Chip Partners, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2015 | Q3 2015 | 1 |
OppenheimerFunds, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Aristides Capital LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2020 | Q1 2020 | 1 |
Cottage Street Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2015 | Q4 2015 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2015 | Q2 2015 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
FIRST CITIZENS BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2017 | Q4 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Geneva Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Clearstead Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
6 Meridian | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
Fund Evaluation Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Schneider Downs Wealth Management Advisors, LP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2015 | Q4 2015 | 1 |
SADOFF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Graypoint LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
RONALD BLUE & CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
CONTINENTAL ADVISORS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Pacific Grove Capital LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2016 | Q3 2016 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2013 | Q2 2013 | 1 |
JANA PARTNERS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Farmstead Capital Management, LLC | 1 | 1 | 14.12% | 14.12% | 14.12% | Q4 2015 | Q4 2015 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 4.10% | 4.10% | 4.10% | Q4 2019 | Q4 2019 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
CABANA LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2018 | Q2 2018 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2020 | Q1 2020 | 1 |
RP Investment Advisors LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2019 | Q4 2019 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
TLP GROUP LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2016 | Q1 2016 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Forward Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2018 | Q1 2018 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
GLG INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
FBR & Co. | 1 | 1 | 6.52% | 6.52% | 6.52% | Q2 2013 | Q2 2013 | 1 |
DWM Financial Group, Inc. | 1 | 1 | 2.03% | 2.03% | 2.03% | Q4 2019 | Q4 2019 | 1 |
STUYVESANT CAPITAL MANAGEMENT | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2013 | Q2 2013 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Columbia Pacific Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2015 | Q3 2015 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Main Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
OTA Financial Group L.P. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2013 | Q2 2013 | 1 |
CADENCE BANK NA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2016 | Q2 2016 | 1 |
Nicholas Hoffman & Company, LLC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q3 2015 | Q3 2015 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Grassi Investment Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
Opes Wealth Management LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2020 | Q1 2020 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2019 | Q4 2019 | 1 |
Crawford Lake Capital Management, LLC | 1 | 1 | 2.31% | 2.31% | 2.31% | Q4 2017 | Q4 2017 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
GoldenTree Asset Management | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2019 | Q3 2019 | 1 |
Alpine Group USVI, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2017 | Q2 2017 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2018 | Q2 2018 | 1 |
Sound Point Capital Management, LP | 1 | 1 | 5.40% | 5.40% | 5.40% | Q1 2020 | Q1 2020 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Castle Hook Partners LP | 1 | 1 | 2.86% | 2.86% | 2.86% | Q2 2017 | Q2 2017 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Clearline Capital LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
APPLETON PARTNERS INC/MA | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2013 | Q3 2013 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Reitz Capital Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
C.V. Starr & Co., Inc. Trust | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2017 | Q4 2017 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 4.21% | 4.21% | 4.21% | Q4 2014 | Q4 2014 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Avion Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2017 | Q4 2017 | 1 |
CIBC BANK USA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Allen Capital Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
OSAIC HOLDINGS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
BT Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
First City Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Arosa Capital Management LP | 1 | 1 | 2.90% | 2.90% | 2.90% | Q4 2017 | Q4 2017 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2018 | Q1 2018 | 1 |
Ameraudi Asset Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Appaloosa Management | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2015 | Q4 2015 | 1 |
Shorepoint Capital Partners LLC | 1 | 1 | 2.05% | 2.05% | 2.05% | Q4 2019 | Q4 2019 | 1 |
Man Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 2.89% | 2.89% | 2.89% | Q4 2017 | Q4 2017 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2017 | Q1 2017 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2019 | Q4 2019 | 1 |
Hochman Cole Investment Advisors, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Port Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
Sovarnum Capital L.P. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2018 | Q1 2018 | 1 |
Manning & Napier Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BRIDGES INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Exeter Financial, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2017 | Q4 2017 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Colorado Capital Management, Inc. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2015 | Q4 2015 | 1 |
MSD Partners, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Pasadena Private Wealth, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2019 | Q4 2019 | 1 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2015 | Q4 2015 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FIRST MERCANTILE TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2018 | Q4 2018 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Salient Private Client, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Arlington Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
JHL Capital Group LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2018 | Q1 2018 | 1 |
ETRADE Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Franklin, Parlapiano, Turner & Welch, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2017 | Q1 2017 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2015 | Q1 2015 | 1 |
TRAIN BABCOCK ADVISORS LLC | 1 | 1 | 1.95% | 1.95% | 1.95% | Q4 2017 | Q4 2017 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Harvest Fund Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Stratford Consulting, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q3 2015 | 1 |
Wilks Brothers, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q2 2018 | Q2 2018 | 1 |
External links
This page lists all the filers that currently own ALPS ETF TR or have owned ALPS ETF TR in the past.