ALPS ETF TR shareholder history

Current and past ALPS ETF TR shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
BARCLAYS PLC 28280.00%0.00%0.03%Q2 2013Q1 202083
CITIGROUP INC 28280.00%0.02%0.20%Q2 2013Q1 202071
SUSQUEHANNA INTERNATIONAL GROUP, LLP 28280.00%0.00%0.01%Q2 2013Q1 202070
Walleye Trading LLC 2410.00%0.00%0.02%Q2 2013Q1 202061
JANE STREET GROUP, LLC 2210.00%0.01%0.08%Q2 2014Q1 202056
Parallax Volatility Advisers, L.P. 24240.00%0.00%0.01%Q2 2014Q1 202053
Citadel Advisors 2310.00%0.00%0.02%Q1 2014Q1 202052
Cutler Group LLC / CA 18180.00%0.01%0.12%Q4 2015Q1 202050
HUNTINGTON NATIONAL BANK 47470.00%0.32%1.16%Q1 2012Q3 202347
GOLDMAN SACHS GROUP INC 2840.00%0.08%0.19%Q1 2012Q1 202040
WOLVERINE TRADING, LLC 1220.00%0.01%0.05%Q2 2016Q1 202040
ROYAL BANK OF CANADA 28280.00%0.08%0.14%Q2 2013Q1 202037
CREDIT SUISSE AG/ 2080.00%0.01%0.04%Q1 2013Q1 202037
BANK OF AMERICA CORP /DE/ 28280.00%0.06%0.14%Q2 2013Q1 202035
WELLS FARGO & COMPANY/MN 28280.00%0.08%0.14%Q2 2013Q1 202035
Greenwich Wealth Management LLC 35350.02%0.11%0.36%Q2 2013Q4 202135
UBS Group AG 22220.00%0.07%0.17%Q4 2014Q1 202035
HAP Trading, LLC 1010.00%0.08%0.63%Q4 2014Q1 202034
Spot Trading L.L.C 1210.00%0.02%0.10%Q4 2013Q1 201734
ENTERPRISE FINANCIAL SERVICES CORP 33330.01%0.34%1.36%Q2 2013Q2 202133
SECURIAN ASSET MANAGEMENT, INC 33330.01%0.02%0.03%Q1 2012Q1 202033
RAYMOND JAMES & ASSOCIATES 28280.00%0.10%0.24%Q2 2013Q1 202033
BANK OF MONTREAL /CAN/ 28280.00%0.00%0.01%Q2 2013Q1 202032
First Horizon Advisors, Inc. 30300.00%0.11%0.31%Q4 2012Q1 202030
Creative Planning 28280.00%0.28%1.06%Q2 2013Q1 202030
Cetera Advisor Networks LLC 29290.01%0.08%0.14%Q1 2013Q1 202029
COMMERCE BANK 29290.02%0.48%0.75%Q1 2013Q1 202029
BRADLEY FOSTER & SARGENT INC/CT 28280.04%0.10%0.18%Q2 2013Q1 202028
IMA Wealth, Inc. 28280.01%1.08%3.90%Q2 2013Q1 202028
CENTRAL TRUST Co 28280.00%0.01%0.04%Q2 2013Q1 202028
HighTower Advisors, LLC 28280.03%0.22%0.81%Q2 2013Q1 202028
First Allied Advisory Services, Inc. 28280.01%0.12%0.34%Q2 2013Q1 202028
MORGAN STANLEY 28280.05%0.18%0.25%Q2 2013Q1 202028
PINNACLE ASSOCIATES LTD 28280.01%0.10%0.22%Q2 2013Q1 202028
Vantage Investment Partners, LLC 28280.00%0.44%1.52%Q2 2013Q1 202028
PEAPACK GLADSTONE FINANCIAL CORP 28280.04%0.17%0.37%Q2 2013Q1 202028
COMERICA BANK 28280.00%0.13%0.35%Q2 2013Q1 202028
Bell Bank 28280.07%1.51%4.08%Q2 2013Q1 202028
HIGHLAND CAPITAL MANAGEMENT, LLC 28280.03%0.29%0.95%Q2 2013Q1 202028
PINNACLE FINANCIAL PARTNERS INC 28280.01%0.54%1.14%Q2 2013Q1 202028
WHITTIER TRUST CO OF NEVADA INC 28280.01%0.15%0.28%Q2 2013Q1 202028
Colonial Trust Advisors 28280.02%0.76%2.10%Q2 2013Q1 202028
FIRST MERCHANTS CORP 28280.01%0.13%0.29%Q2 2013Q1 202028
Country Club Trust Company, n.a. 28280.03%0.64%1.01%Q2 2013Q1 202028
PATTEN & PATTEN INC/TN 28280.06%0.99%2.78%Q2 2013Q1 202028
WEIK CAPITAL MANAGEMENT 28280.12%0.44%0.79%Q2 2013Q1 202028
AMERIPRISE FINANCIAL INC 28280.00%0.02%0.03%Q2 2013Q1 202028
PNC FINANCIAL SERVICES GROUP, INC. 28280.00%0.00%0.01%Q2 2013Q1 202028
Veritable, L.P. 2530.01%0.13%0.30%Q4 2012Q1 202028
Cetera Advisors LLC 28280.04%0.12%0.34%Q2 2013Q1 202028
1ST SOURCE BANK 28280.01%0.15%0.42%Q2 2013Q1 202028
ENVESTNET ASSET MANAGEMENT INC 28280.01%0.06%0.16%Q2 2013Q1 202028
Wharton Business Group, LLC 28280.19%0.67%2.33%Q2 2013Q1 202028
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 28280.02%0.44%1.88%Q2 2013Q1 202028
JPMORGAN CHASE & CO 28280.00%0.00%0.01%Q2 2013Q1 202028
BENJAMIN F. EDWARDS & COMPANY, INC. 28280.00%0.29%0.79%Q2 2013Q1 202028
NOTTINGHAM ADVISORS, INC. 28280.03%1.05%2.57%Q2 2013Q1 202028
B. Riley Wealth Advisors, Inc. 28280.03%0.14%0.30%Q2 2013Q1 202028
Carroll Financial Associates, Inc. 28280.00%0.01%0.03%Q2 2013Q1 202028
OPPENHEIMER & CO INC 28280.01%0.07%0.14%Q2 2013Q1 202028
GOULD ASSET MANAGEMENT LLC /CA/ 28280.17%0.54%0.94%Q2 2013Q1 202028
Kistler-Tiffany Companies, LLC 28280.00%0.03%0.10%Q2 2013Q1 202028
Raymond James Financial Services Advisors, Inc. 28280.03%0.15%0.61%Q2 2013Q1 202028
Bank of New York Mellon Corp 28280.00%0.00%0.01%Q2 2013Q1 202028
LPL Financial LLC 28280.03%0.24%0.52%Q2 2013Q1 202028
Windsor Capital Management, LLC 28280.04%3.97%8.92%Q2 2013Q1 202028
Invesco Ltd. 28280.00%0.00%0.01%Q2 2013Q1 202028
MCF Advisors LLC 2080.00%0.66%2.35%Q1 2013Q1 202028
WESBANCO BANK INC 28280.03%0.18%0.28%Q2 2013Q1 202028
UNITED CAPITAL FINANCIAL ADVISORS, LLC 28280.00%0.07%0.26%Q2 2013Q1 202028
American Research & Management Co. 28280.01%0.16%0.99%Q2 2013Q1 202028
WEDBUSH SECURITIES INC 28280.02%0.12%0.20%Q2 2013Q1 202028
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 28280.09%0.23%0.35%Q2 2013Q1 202028
D.A. DAVIDSON & CO. 28280.01%0.05%0.16%Q2 2013Q1 202028
North Star Investment Management Corp. 28280.00%0.06%0.16%Q2 2013Q1 202028
RAYMOND JAMES TRUST N.A. 28280.03%0.08%0.15%Q2 2013Q1 202028
ATWOOD & PALMER INC 28280.02%1.26%3.37%Q2 2013Q1 202028
STEPHENS INC /AR/ 28280.08%0.21%0.48%Q2 2013Q1 202028
NORTHERN TRUST CORP 28280.00%0.00%0.03%Q2 2013Q1 202028
Sandy Spring Bank 28280.04%0.24%0.52%Q2 2013Q1 202028
COURIER CAPITAL LLC 28280.04%0.17%0.26%Q2 2013Q1 202028
ADELL HARRIMAN & CARPENTER INC 28280.01%0.24%0.42%Q2 2013Q1 202028
US BANCORP \DE\ 28280.00%0.00%0.01%Q2 2013Q1 202028
KEYBANK NATIONAL ASSOCIATION/OH 15130.00%0.00%0.02%Q4 2012Q1 202028
KINGS POINT CAPITAL MANAGEMENT 28280.07%0.88%1.57%Q2 2013Q1 202028
Neuberger Berman Group LLC 28280.00%0.01%0.03%Q2 2013Q1 202028
Cambridge Investment Research Advisors, Inc. 28280.01%0.13%0.28%Q2 2013Q1 202028
FIFTH THIRD BANCORP 28280.00%0.01%0.10%Q2 2013Q1 202028
GUGGENHEIM CAPITAL LLC 28280.04%0.08%0.12%Q2 2013Q1 202028
INSIGHT 2811, INC. 2520.04%0.59%1.62%Q2 2013Q1 202027
Barnett & Company, Inc. 27270.00%0.08%0.18%Q2 2013Q4 201927
USCA RIA LLC 27270.01%0.17%0.36%Q3 2013Q1 202027
Plante Moran Financial Advisors, LLC 1890.01%0.06%0.16%Q2 2013Q1 202027
Prospera Financial Services Inc 2340.07%0.58%1.45%Q2 2013Q1 202027
Financial Architects, Inc 2250.01%0.16%0.61%Q2 2013Q1 202027
DIVIDEND ASSETS CAPITAL, LLC 27270.01%0.13%1.08%Q3 2013Q1 202027
BLAIR WILLIAM & CO/IL 16110.00%0.01%0.03%Q2 2013Q1 202027
DUMONT & BLAKE INVESTMENT ADVISORS LLC 27270.15%0.75%1.50%Q3 2013Q1 202027
Verity & Verity, LLC 27270.30%0.76%1.14%Q2 2013Q4 201927
STEEL GROVE CAPITAL ADVISORS, LLC 2160.50%2.15%5.00%Q2 2013Q1 202027
Brinker Capital Investments, LLC 27270.06%0.42%1.15%Q2 2013Q4 201927
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.09%0.17%0.27%Q2 2013Q4 201927
Bartlett & Co. LLC 2610.00%0.00%0.00%Q2 2013Q1 202027
SignalPoint Asset Management, LLC 27270.08%0.55%1.16%Q4 2013Q2 202027
REGIONS FINANCIAL CORP 17100.00%0.01%0.01%Q2 2013Q1 202027
Regal Investment Advisors LLC 27270.04%0.25%0.71%Q2 2013Q4 201927
ORLEANS CAPITAL MANAGEMENT CORP/LA 27270.16%0.98%1.88%Q2 2013Q4 201927
GLENMEDE TRUST CO NA 2160.00%0.00%0.02%Q2 2013Q1 202027
ALLIANCEBERNSTEIN L.P. 27270.00%0.00%0.01%Q2 2013Q4 201927
Mariner, LLC 26260.01%0.18%0.53%Q4 2013Q1 202026
SUNTRUST BANKS INC 26260.00%0.02%0.12%Q2 2013Q3 201926
SMITH, MOORE & CO. 26260.05%0.38%0.65%Q4 2013Q1 202026
Shamrock Asset Management LLC 26260.01%0.27%1.03%Q2 2013Q3 201926
HANCOCK WHITNEY CORP 16100.01%0.28%0.73%Q2 2013Q1 202026
LeJeune Puetz Investment Counsel LLC 26260.32%0.64%1.02%Q4 2016Q1 202326
OPTIMUM INVESTMENT ADVISORS 1970.03%0.15%0.28%Q3 2013Q1 202026
Winslow, Evans & Crocker, Inc. 26260.00%0.04%0.17%Q4 2013Q1 202026
SYNOVUS FINANCIAL CORP 1790.00%0.02%0.05%Q2 2013Q1 202026
Raab & Moskowitz Asset Management LLC 26260.05%0.45%2.00%Q4 2013Q1 202026
Focused Wealth Management, Inc 26260.00%0.74%2.86%Q3 2013Q4 201926
Gradient Investments LLC 16100.00%0.06%0.25%Q3 2013Q1 202026
BB&T SECURITIES, LLC 26260.05%0.11%0.17%Q2 2013Q3 201926
United Asset Strategies, Inc. 1330.01%0.93%1.88%Q2 2013Q1 202026
Capital Advisors, Ltd. LLC 26260.06%0.56%1.32%Q4 2013Q1 202026
Evanson Asset Management, LLC 26260.03%0.21%0.50%Q4 2013Q1 202026
Private Advisor Group, LLC 26260.04%0.17%0.38%Q4 2013Q1 202026
Jefferies Group LLC 1210.00%0.01%0.05%Q3 2014Q1 202025
CAPTRUST FINANCIAL ADVISORS 1310.00%0.04%0.13%Q2 2013Q1 202025
STIFEL FINANCIAL CORP 25250.02%0.07%0.14%Q1 2014Q1 202025
Kovack Advisors, Inc. 25250.06%0.72%2.88%Q1 2014Q1 202025
Partnervest Advisory Services LLC 13120.02%0.09%0.23%Q2 2013Q1 202025
ProVise Management Group, LLC 25250.01%0.15%0.34%Q1 2014Q1 202025
TOCQUEVILLE ASSET MANAGEMENT L.P. 2210.00%0.02%0.06%Q2 2013Q1 202025
COLDSTREAM CAPITAL MANAGEMENT INC 2050.03%0.82%4.19%Q2 2013Q4 201925
Janney Montgomery Scott LLC 1530.04%0.18%0.44%Q3 2013Q1 202025
MUFG Americas Holdings Corp 2410.00%0.02%0.05%Q2 2011Q2 201925
CHOREO, LLC 25250.02%1.15%5.37%Q1 2014Q1 202025
Addison Capital Co 13120.03%0.23%0.38%Q4 2013Q1 202025
Mathes Company, Inc. 25250.04%0.27%0.89%Q4 2013Q4 201925
Friedenthal Financial 2320.26%1.33%7.77%Q4 2013Q3 202125
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1420.00%0.00%0.01%Q3 2013Q1 202025
M&T BANK CORP 2310.00%0.01%0.02%Q1 2014Q1 202024
HSBC HOLDINGS PLC 16160.00%0.02%0.04%Q4 2015Q3 201924
Dorsey & Whitney Trust CO LLC 1860.02%0.06%0.20%Q2 2013Q1 202024
HBK Sorce Advisory LLC 1150.01%0.08%0.30%Q4 2013Q1 202024
Apriem Advisors 1770.00%0.19%0.73%Q2 2013Q4 201924
NEXT Financial Group, Inc 24240.01%0.17%0.61%Q2 2014Q1 202024
Lattice Strategies LLC 24240.80%1.71%3.28%Q2 2013Q1 201924
HL FINANCIAL SERVICES LLC 24240.01%0.03%0.05%Q2 2013Q1 201924
Ashfield Capital Partners, LLC 24240.01%0.11%0.40%Q2 2014Q1 202024
10-15 ASSOCIATES, INC. 24240.02%0.32%0.88%Q2 2013Q1 201924
COBIZ WEALTH, LLC 13100.08%0.90%2.69%Q2 2013Q2 201923
DUNCKER STREETT & CO INC 23230.00%0.05%0.07%Q4 2013Q2 201923
A. D. Beadell Investment Counsel, Inc. 13100.10%1.19%2.05%Q2 2013Q2 202023
BOKF, NA 1940.02%0.10%0.19%Q4 2013Q1 202023
Crossvault Capital Management LLC 23230.02%0.09%0.18%Q3 2014Q1 202023
CULLEN/FROST BANKERS, INC. 1820.01%0.04%0.10%Q2 2013Q1 202023
COMERICA SECURITIES INC 23230.02%0.68%2.10%Q2 2013Q4 201823
Private Ocean, LLC 2110.00%0.17%0.30%Q4 2013Q1 202023
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 23230.02%0.57%1.11%Q2 2013Q4 201823
Montecito Bank & Trust 1210.03%0.68%1.61%Q2 2013Q1 202023
CHATHAM CAPITAL GROUP, INC. 23230.02%0.49%2.36%Q3 2014Q1 202023
BOSTON RESEARCH & MANAGEMENT INC 23230.08%0.46%0.91%Q2 2013Q4 201823
Bedell Frazier Investment Counselling, LLC 1490.40%1.89%3.03%Q2 2013Q1 202023
Ameritas Investment Partners, Inc. 2210.00%0.07%0.75%Q2 2013Q1 202023
WealthTrust-Arizona, LLC 23230.02%0.07%0.27%Q2 2013Q4 201823
Patriot Wealth Management, Inc. 23230.06%0.79%9.50%Q2 2013Q4 201823
HYMAN CHARLES D 23230.01%0.03%0.06%Q4 2014Q2 202023
SECURITY NATIONAL TRUST CO 23230.00%0.09%0.29%Q2 2013Q4 201823
Stratos Wealth Partners, LTD. 22220.00%0.15%0.33%Q4 2014Q1 202023
First Heartland Consultants, Inc. 2030.02%1.20%1.92%Q2 2013Q4 201923
Stonebridge Capital Advisors LLC 1580.03%0.20%0.49%Q4 2013Q1 202023
BURNS J W & CO INC/NY 23230.03%0.19%0.40%Q2 2013Q4 201823
Transamerica Financial Advisors, Inc. 1210.00%0.18%0.76%Q2 2013Q2 201922
NewFocus Financial Group, LLC 1570.07%1.20%3.58%Q4 2013Q4 201922
Trust Asset Management LLC 1810.81%1.46%3.21%Q3 2011Q1 202022
Dynamic Advisor Solutions LLC 1840.03%0.63%3.21%Q4 2013Q1 202022
Lowe Wealth Advisors, LLC 22220.00%0.01%0.02%Q4 2014Q1 202022
Frontier Wealth Management LLC 22220.07%0.46%1.37%Q4 2014Q1 202022
Sigma Planning Corp 22220.04%0.20%0.32%Q4 2014Q1 202022
IFP Advisors, Inc 1480.00%0.25%0.52%Q4 2015Q2 202122
Bison Wealth, LLC 22220.13%0.80%1.39%Q4 2014Q1 202022
Advisory Services Network, LLC 1310.02%0.15%0.29%Q4 2013Q1 202022
D L CARLSON INVESTMENT GROUP INC 22220.02%0.05%0.07%Q4 2014Q1 202022
People's United Financial, Inc. 22220.00%0.03%0.06%Q2 2013Q3 201822
Chicago Partners Investment Group LLC 22220.02%0.41%0.96%Q4 2014Q1 202022
LEVIN CAPITAL STRATEGIES, L.P. 2020.00%0.02%0.05%Q2 2014Q1 202022
Edge Wealth Management LLC 2020.04%1.56%5.34%Q4 2014Q2 202022
Sonora Investment Management, LLC 22220.00%0.01%0.01%Q4 2015Q1 202122
MV CAPITAL MANAGEMENT, INC. 22220.00%0.42%2.73%Q4 2014Q1 202022
CAPITAL ONE, NATIONAL ASSOCIATION 2110.01%0.11%0.26%Q2 2013Q4 201922
RAND WEALTH, LLC 22220.92%1.62%2.19%Q2 2013Q3 201822
Pinnacle Wealth Management Advisory Group, LLC 22220.05%0.56%1.88%Q4 2014Q1 202022
BESSEMER GROUP INC 1310.00%0.01%0.07%Q2 2013Q2 201921
BROWN ADVISORY INC 21210.00%0.00%0.02%Q2 2014Q2 201921
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 21210.01%0.12%1.55%Q1 2015Q1 202021
InterOcean Capital, LLC 21210.02%1.55%2.80%Q1 2015Q1 202021
KNOTT DAVID M 21210.00%0.00%0.00%Q1 2015Q1 202021
Brick & Kyle, Associates 1520.43%1.58%2.45%Q4 2014Q2 202021
Whitegate Investment Counselors, Inc. 1910.03%0.31%0.61%Q1 2014Q2 202121
DAVENPORT & Co LLC 21210.00%0.03%0.17%Q1 2015Q1 202021
Hilltop Holdings Inc. 21210.10%0.26%0.41%Q1 2015Q1 202021
Intersect Capital LLC 21210.19%1.51%2.64%Q1 2015Q1 202021
CIBC WORLD MARKET INC. 710.00%0.01%0.03%Q2 2013Q1 202021
WealthTrust Axiom LLC 21210.09%0.29%0.50%Q1 2015Q1 202021
S. R. Schill & Associates 21210.20%0.48%0.80%Q1 2015Q1 202021
Capstone Financial Advisors, Inc. 21210.03%0.82%7.84%Q4 2014Q4 201921
J.P. Morgan Private Wealth Advisors LLC 1030.01%0.18%0.45%Q3 2014Q1 202021
West Family Investments, Inc. 11110.00%0.77%1.64%Q4 2017Q2 202021
INVESTMENT PARTNERS, LTD. 1830.03%1.80%14.86%Q4 2014Q1 202021
WOODMONT INVESTMENT COUNSEL LLC 21210.06%0.49%1.44%Q1 2015Q1 202021
Sabal Trust CO 1190.02%0.11%0.17%Q2 2013Q2 201820
GREENLEAF TRUST 20200.00%0.11%0.51%Q2 2013Q1 201820
Wellington Shields & Co., LLC 1120.01%0.18%0.32%Q2 2013Q1 202020
DELTA ASSET MANAGEMENT LLC/TN 1730.00%0.00%0.00%Q1 2015Q1 202020
Lenox Wealth Advisors, LLC 1810.01%0.09%0.21%Q3 2013Q1 202220
Glenview Trust Co 1410.01%0.28%1.24%Q4 2010Q1 202020
Relative Value Partners Group, LLC 20200.02%0.72%1.36%Q2 2015Q1 202020
BANK OF THE WEST 20200.01%0.04%0.07%Q2 2013Q1 201820
Domani Wealth, LLC 1910.02%0.66%3.51%Q1 2015Q1 202020
Texas Yale Capital Corp. 20200.01%0.31%0.68%Q2 2013Q1 201820
Baird Financial Group, Inc. 20200.01%0.05%0.10%Q2 2015Q1 202020
Compagnie Lombard Odier SCmA 1190.00%0.02%0.09%Q1 2015Q1 202020
Waldron Private Wealth LLC 1820.02%0.16%0.31%Q4 2014Q1 202020
Laffer Tengler Investments, Inc. 20200.00%0.12%0.32%Q2 2013Q1 201820
THOMASPARTNERS, INC. 20200.61%2.21%2.90%Q2 2013Q1 201820
Advisors Asset Management, Inc. 20200.00%0.04%0.05%Q2 2015Q1 202020
Fiera Capital Corp 20200.00%0.01%0.02%Q2 2015Q1 202020
SNOW CAPITAL MANAGEMENT LP 20200.01%0.05%0.22%Q2 2015Q1 202020
Evercore Wealth Management, LLC 1210.00%0.01%0.02%Q2 2013Q1 202019
SILVERCREST ASSET MANAGEMENT GROUP LLC 1810.00%0.09%0.58%Q2 2015Q1 202019
HOWE & RUSLING INC 1410.00%0.01%0.01%Q3 2013Q1 201919
Mosaic Family Wealth, LLC 18180.02%0.15%0.46%Q4 2015Q1 202019
CAMBRIDGE TRUST CO 19190.02%0.10%0.21%Q2 2013Q4 201719
ST GERMAIN D J CO INC 19190.01%1.90%4.46%Q3 2015Q1 202019
BlackRock Inc. 1420.00%0.00%0.00%Q2 2014Q4 201919
AlphaMark Advisors, LLC 1090.00%0.01%0.03%Q2 2013Q2 201919
LVW Advisors, LLC 19190.08%0.79%3.60%Q4 2014Q2 201919
Krilogy Financial LLC 19190.22%0.65%2.14%Q3 2015Q1 202019
Progeny 3, Inc. 842.50%3.41%4.57%Q2 2014Q4 201919
MYCIO WEALTH PARTNERS, LLC 1810.01%0.10%0.34%Q4 2014Q4 201919
Ruggie Capital Group 1440.01%0.20%0.52%Q4 2014Q2 201918
Essex Financial Services, Inc. 1710.15%0.24%0.36%Q2 2013Q1 201818
Berkeley Capital Partners, LLC 18180.44%1.67%2.90%Q4 2015Q1 202018
DAVIDSON & GARRARD INC 18180.09%0.14%0.20%Q2 2013Q3 201718
First PREMIER Bank 18180.28%2.25%6.66%Q4 2015Q1 202018
EVERGREEN CAPITAL MANAGEMENT LLC 1170.03%0.49%1.12%Q3 2015Q1 202018
FIDUCIARY TRUST CO 18180.00%0.02%0.03%Q4 2015Q1 202018
Commonwealth Equity Services, Inc 18180.07%0.12%0.21%Q2 2013Q3 201718
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.00%0.02%0.04%Q4 2015Q1 202018
WESCAP Management Group, Inc. 18180.09%0.93%1.71%Q4 2015Q1 202018
Gilman Hill Asset Management, LLC 1110.05%0.14%0.23%Q4 2013Q1 202018
Ausdal Financial Partners, Inc. 18180.04%0.19%0.63%Q4 2015Q1 202018
Cetera Investment Advisers 18180.02%0.13%0.20%Q4 2015Q1 202018
Carlton Hofferkamp & Jenks Wealth Management, LLC 18180.04%0.11%0.18%Q4 2015Q1 202018
INVESTMENT CENTERS OF AMERICA INC 18180.14%0.30%0.48%Q2 2013Q3 201718
Institute for Wealth Management, LLC. 1260.01%0.23%0.45%Q2 2013Q1 202018
GREENWOOD CAPITAL ASSOCIATES LLC 410.27%0.72%1.18%Q3 2013Q4 201918
Adams Asset Advisors, LLC 18180.03%0.10%0.19%Q2 2015Q3 201918
NATIONAL PLANNING CORP 18180.12%0.14%0.18%Q2 2013Q3 201718
Bollard Group LLC 18180.00%0.01%0.04%Q2 2013Q3 201718
CEDAR HILL ASSOCIATES, LLC 1710.42%1.64%3.08%Q2 2013Q4 201818
FMR LLC 1320.00%0.00%0.01%Q2 2014Q1 202018
Alexandria Capital, LLC 18180.01%0.11%0.30%Q2 2013Q3 201718
NOVARE CAPITAL MANAGEMENT LLC 18180.01%0.64%1.10%Q4 2015Q1 202018
Westbourne Investment Advisors, Inc. 18180.22%0.74%1.26%Q2 2015Q3 201918
Haverford Trust Co 18180.01%0.06%0.21%Q3 2013Q4 201718
TRUE Private Wealth Advisors 18180.06%0.24%1.27%Q4 2015Q1 202018
Sterneck Capital Management, LLC 18180.10%0.14%0.17%Q2 2013Q3 201718
DELTA CAPITAL MANAGEMENT LLC 1170.16%0.21%0.32%Q2 2013Q4 201718
VAUGHAN DAVID INVESTMENTS LLC/IL 18180.04%0.66%0.83%Q4 2015Q1 202018
1834 INVESTMENT ADVISORS CO 1030.00%0.26%0.61%Q2 2013Q1 202018
Oakworth Capital, Inc. 18180.00%0.03%0.06%Q4 2015Q1 202018
SII INVESTMENTS INC/WI 18180.01%0.05%0.11%Q2 2013Q3 201718
Proficio Capital Partners LLC 1060.01%0.45%1.74%Q4 2015Q1 202017
CHICKASAW CAPITAL MANAGEMENT LLC 1210.00%0.25%1.10%Q3 2015Q1 202017
Baystate Wealth Management LLC 17170.00%5.83%8.23%Q1 2016Q1 202017
Sheaff Brock Investment Advisors, LLC 17170.01%0.02%0.05%Q4 2015Q4 201917
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 17170.03%0.24%0.69%Q4 2015Q4 201917
V Wealth Advisors LLC 17170.04%0.29%0.49%Q1 2016Q1 202017
Formidable Asset Management, LLC 840.00%0.08%0.19%Q1 2015Q1 202017
Vantage Investment Advisors, LLC 17170.00%0.00%0.02%Q4 2013Q4 201717
SIGNATUREFD, LLC 940.00%0.04%0.19%Q3 2013Q1 202017
FOUNDERS FINANCIAL SECURITIES LLC 17170.05%1.09%1.80%Q4 2013Q4 201717
Simmons Bank 17170.02%0.12%0.21%Q1 2016Q1 202017
Cornerstone Advisory, LLC 17170.04%1.85%3.81%Q4 2015Q4 201917
D'Orazio & Associates, Inc. 17170.01%0.02%0.03%Q1 2016Q1 202017
Jaffetilchin Investment Partners, LLC 910.02%0.07%0.15%Q1 2014Q1 202017
Swift Run Capital 1610.33%2.53%4.93%Q4 2015Q1 202017
Freestone Capital Holdings, LLC 1520.00%0.43%2.84%Q3 2015Q1 202017
Geneva Advisors, LLC 17170.01%0.01%0.02%Q2 2013Q2 201717
Pointe Capital Management LLC 1340.50%2.12%3.26%Q4 2015Q1 202017
HOLLENCREST CAPITAL MANAGEMENT 980.05%0.23%0.66%Q4 2015Q1 202017
B & T Capital Management DBA Alpha Capital Management 1410.11%1.61%3.15%Q2 2013Q1 202017
Concorde Asset Management, LLC 1610.06%0.35%0.90%Q4 2014Q2 201917
JOYN Advisors, Inc. 980.01%0.26%0.60%Q4 2014Q1 202017
WFG Advisors, LP 17170.14%0.43%1.34%Q2 2013Q2 201717
Jacobi Capital Management LLC 16160.01%0.04%0.08%Q2 2016Q1 202016
FAS Wealth Partners, Inc. 16160.04%0.21%0.52%Q4 2013Q3 201716
Richard C. Young & CO., LTD. 16160.03%0.64%1.52%Q4 2017Q3 202116
BANCED CORP 16160.20%0.47%0.60%Q4 2014Q3 201816
FIFTH THIRD SECURITIES, INC. 16160.23%0.77%1.89%Q2 2016Q1 202016
MASSMUTUAL TRUST CO FSB/ADV 1010.00%0.02%0.06%Q1 2015Q1 202016
Sandhill Capital Partners LLC 16160.07%1.44%3.25%Q1 2016Q4 201916
B. Riley Wealth Management, Inc. 970.06%0.53%1.18%Q1 2014Q1 202016
MARINER INDEPENDENT ADVISOR NETWORK, LLC 610.02%0.17%0.70%Q2 2014Q4 201916
Hillsdale Investment Management Inc. 16160.00%0.09%0.32%Q2 2016Q1 202016
1st Global Advisors, Inc. 16160.05%0.08%0.14%Q2 2013Q1 201716
ARS Investment Partners, LLC 16160.02%0.24%0.53%Q2 2016Q1 202016
Community Bank, N.A. 16160.02%0.20%0.51%Q4 2014Q3 201816
TIAA CREF TRUST CO FSB/MO 16160.08%0.60%0.96%Q2 2013Q1 201716
Concert Wealth Management Inc. 16160.09%0.22%0.33%Q2 2013Q1 201716
Cribstone Capital Management, LLC 16160.01%0.17%1.48%Q4 2015Q3 201916
FINANCIAL COUNSELORS INC 1330.05%0.21%0.54%Q2 2013Q2 201716
BOYS ARNOLD & CO INC 16160.02%0.11%0.18%Q2 2016Q1 202016
M&R CAPITAL MANAGEMENT INC 16160.01%0.03%0.06%Q2 2016Q1 202016
Sterling Investment Advisors, Ltd. 1510.01%0.32%0.61%Q2 2017Q3 202316
Arete Wealth Advisors, LLC 1010.05%0.96%3.97%Q2 2014Q1 202016
Northeast Financial Consultants Inc 930.01%0.07%0.14%Q3 2014Q1 201916
Summit Financial Wealth Advisors, LLC 1510.01%0.22%0.33%Q4 2014Q1 202016
FineMark National Bank & Trust 15150.00%0.01%0.02%Q2 2013Q4 201615
Tower Research Capital LLC (TRC) 1020.00%0.01%0.02%Q4 2015Q1 202015
Kalos Management, Inc. 1410.01%0.30%0.63%Q4 2015Q1 202015
MILLENNIUM MANAGEMENT LLC 820.00%0.03%0.14%Q3 2015Q1 202015
Elgethun Capital Management 15150.09%0.87%2.60%Q4 2016Q2 202015
American Assets Investment Management, LLC 15150.50%0.72%1.05%Q1 2016Q3 201915
Godshalk Welsh Capital Management, Inc. 15150.14%0.49%0.82%Q4 2014Q2 201815
SPROTT INC. 15150.01%0.03%0.07%Q1 2014Q3 201715
Clearwater Capital Advisors, LLC 15150.07%0.38%0.68%Q2 2016Q4 201915
683 Capital Management, LLC 550.14%1.03%2.38%Q4 2016Q4 201715
ROWLAND CARMICHAEL ADVISORS INC /ADV 15150.05%1.03%2.46%Q1 2016Q3 201915
BlackRock Investment Management, LLC 15150.00%0.00%0.01%Q2 2013Q4 201615
HIGH POINT BANK & TRUST CO 15150.01%0.21%0.34%Q2 2013Q4 201615
Laurel Wealth Advisors, Inc. 870.04%0.09%0.15%Q4 2015Q4 201915
Atria Investments, Inc 710.01%0.18%0.38%Q2 2013Q1 202015
Cutter & CO Brokerage, Inc. 810.07%0.12%0.20%Q2 2013Q1 201815
PITTENGER & ANDERSON INC 1410.00%0.11%0.31%Q2 2013Q4 201715
Advisor Group, Inc. 15150.03%0.06%0.13%Q2 2016Q4 201915
Advocacy Wealth Management Services, LLC 1320.00%2.45%6.19%Q4 2015Q3 201915
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1050.00%0.02%0.06%Q1 2016Q4 201915
UBS AG 660.00%0.06%0.15%Q2 2013Q3 201415
DEUTSCHE BANK AG\ 960.00%0.01%0.03%Q3 2013Q1 202015
RMB Capital Management, LLC 610.01%0.07%0.55%Q3 2014Q3 201915
AGRAN LIBBIE 1320.24%0.31%0.45%Q2 2013Q1 201715
MSI Financial Services Inc 15150.10%0.34%0.67%Q2 2013Q4 201615
Lido Advisors, LLC 15150.02%0.22%1.15%Q3 2016Q1 202015
OARSMAN CAPITAL, INC. 15150.12%0.17%0.24%Q2 2016Q4 201915
CWM, LLC 810.00%0.16%0.82%Q3 2013Q3 201815
MURPHY CAPITAL MANAGEMENT INC 1140.01%0.19%0.56%Q2 2013Q1 202015
MACROVIEW INVESTMENT MANAGEMENT LLC 15150.01%0.04%0.06%Q3 2016Q1 202015
WOLVERINE ASSET MANAGEMENT LLC 310.00%0.04%0.12%Q3 2015Q4 201915
Salient Capital Advisors, LLC 1110.01%0.02%0.04%Q3 2013Q4 201814
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1220.22%0.82%1.67%Q4 2014Q1 202014
MCKINLEY CAPITAL MANAGEMENT LLC 1010.00%0.21%0.66%Q4 2015Q1 202014
Integrated Investment Consultants, LLC 860.40%0.70%0.92%Q4 2015Q2 201914
Crestone Asset Management LLC 860.29%5.57%11.16%Q4 2015Q1 202014
LEVEL FOUR ADVISORY SERVICES, LLC 14140.01%0.04%0.12%Q4 2016Q1 202014
FLAGSHIP HARBOR ADVISORS, LLC 14140.00%0.11%0.29%Q4 2016Q1 202014
LOEB PARTNERS CORP 920.07%1.04%2.05%Q2 2013Q1 201914
Millburn Ridgefield Corp 14140.00%0.07%0.34%Q4 2016Q1 202014
TRUST CO OF VERMONT 710.00%0.00%0.01%Q3 2014Q3 201914
Biondo Investment Advisors, LLC 1310.09%0.14%0.19%Q2 2013Q1 201714
Shepherd Financial Partners LLC 14140.02%0.19%0.38%Q4 2016Q1 202014
Patriot Financial Group Insurance Agency, LLC 14140.01%0.04%0.11%Q4 2016Q1 202014
Moloney Securities Asset Management, LLC 14140.04%0.19%0.44%Q4 2016Q1 202014
Ahrens Investment Partners LLC 14140.06%0.43%1.01%Q4 2016Q1 202014
Somerset Group LLC 1040.18%0.62%1.56%Q2 2013Q3 201814
Cordasco Financial Network 710.01%0.31%2.28%Q4 2013Q1 202014
BNP PARIBAS FINANCIAL MARKETS 710.00%0.02%0.09%Q2 2015Q1 202014
Callan Capital, LLC 810.10%2.66%7.30%Q2 2013Q3 201714
MARATHON CAPITAL MANAGEMENT 14140.06%0.12%0.20%Q2 2013Q3 201614
Bogart Wealth, LLC 14140.02%1.85%9.21%Q4 2016Q1 202014
Covenant Asset Management, LLC 14140.07%0.23%0.30%Q4 2016Q1 202014
Pacific Center for Financial Services 14140.00%0.00%0.01%Q4 2016Q1 202014
Alpha Omega Wealth Management LLC 14140.01%0.06%0.10%Q4 2016Q1 202014
FIL Ltd 1130.00%0.05%0.15%Q4 2015Q4 201914
Parallel Advisors, LLC 14140.00%0.06%0.16%Q4 2016Q1 202014
Greytown Advisors Inc. 14140.37%1.07%1.94%Q4 2016Q1 202014
Private Vista, LLC 1310.02%0.33%1.17%Q3 2016Q1 202014
SG Americas Securities, LLC 610.00%0.04%0.35%Q4 2014Q1 202014
WEALTHSOURCE PARTNERS, LLC 14140.02%0.33%0.69%Q2 2016Q3 201914
Azimuth Capital Management LLC 14140.01%0.01%0.02%Q4 2015Q1 201914
Ancora Advisors LLC 910.00%0.03%0.10%Q2 2013Q1 202014
BigSur Wealth Management LLC 14140.06%0.19%0.37%Q4 2016Q1 202014
Neumann Capital Management, LLC 14140.09%3.26%3.97%Q4 2014Q1 201814
Aveo Capital Partners, LLC 14140.06%0.15%0.46%Q4 2016Q1 202014
IFC Holdings Incorporated/FL 1130.01%0.03%0.05%Q2 2013Q4 201714
Pineno Levin & Ford Asset Management, Inc. 14140.40%0.66%0.90%Q2 2013Q3 201614
Wealthspire Advisors, L.P. 1310.00%0.03%0.08%Q4 2015Q3 201914
Steward Partners Investment Advisory, LLC 14140.03%0.25%0.58%Q4 2016Q1 202014
Ridgewood Investments LLC 14140.04%0.11%0.17%Q4 2016Q1 202014
NORTHWEST WEALTH MANAGEMENT, LLC 14140.39%1.17%2.26%Q4 2016Q1 202014
SVA Wealth Management, LLC 14140.02%0.74%1.77%Q4 2013Q1 201714
Global Retirement Partners, LLC 14140.01%0.08%0.13%Q4 2016Q1 202014
WASHINGTON TRUST BANK 1110.00%0.00%0.01%Q1 2014Q4 201713
FRONTIER INVESTMENT MGMT CO 710.01%1.28%2.70%Q2 2013Q4 201913
CapWealth Advisors, LLC 760.00%0.01%0.01%Q2 2013Q3 201613
Investors Capital Advisory Services 13130.15%0.31%0.49%Q2 2013Q2 201613
Independence Trust CO 13130.24%0.34%0.60%Q4 2014Q4 201713
Riggs Asset Managment Co. Inc. 1210.00%0.01%0.04%Q3 2014Q3 201913
Zions Bancorporation 13130.01%0.36%2.62%Q1 2015Q1 201813
Argent Trust Co 1010.02%0.11%0.30%Q4 2014Q1 202013
OPPENHEIMER ASSET MANAGEMENT INC. 13130.01%0.03%0.12%Q1 2017Q1 202013
MILLIE CAPITAL MANAGEMENT, LLC 13130.63%3.49%5.75%Q4 2014Q4 201713
EASTERN BANK 13130.02%0.02%0.03%Q2 2013Q2 201613
PARK AVENUE SECURITIES LLC 1210.01%0.09%0.29%Q4 2016Q1 202013
Kavar Capital Partners, LLC 1030.06%0.16%0.22%Q4 2013Q1 202013
LINCOLN NATIONAL CORP 13130.01%0.02%0.03%Q1 2017Q1 202013
Longer Investments Inc. 711.39%3.46%4.60%Q2 2013Q1 201913
TD Capital Management LLC 940.00%0.01%0.03%Q3 2013Q3 201913
Riverpoint Wealth Management Holdings, LLC 13130.07%0.11%0.18%Q4 2016Q4 201913
NTV ASSET MANAGEMENT LLC 1110.06%0.23%0.38%Q2 2015Q4 201913
RFG Advisory, LLC 710.01%0.86%3.75%Q2 2015Q1 202013
PEAK6 Group LLC 660.00%0.00%0.01%Q4 2015Q1 201713
TOMPKINS FINANCIAL CORP 13130.00%0.21%0.70%Q1 2015Q1 201813
SIMPLEX TRADING, LLC 410.00%0.01%0.01%Q1 2015Q4 201913
Verger Capital Management LLC 13130.80%3.73%6.68%Q3 2015Q3 201813
KANALY TRUST CO 13130.00%0.01%0.01%Q4 2013Q4 201613
ARGI Investment Services, LLC 1010.01%1.52%5.20%Q2 2013Q4 201713
SALEM INVESTMENT COUNSELORS INC 940.02%0.14%0.22%Q4 2015Q1 202013
AVIANCE CAPITAL MANAGEMENT, LLC 820.00%2.68%4.93%Q2 2013Q3 201713
TRUST CO OF VIRGINIA /VA 13130.03%0.45%0.70%Q2 2013Q2 201613
Appaloosa LP 620.06%1.34%3.05%Q1 2016Q1 202013
THRIVENT FINANCIAL FOR LUTHERANS 13130.00%0.04%0.06%Q3 2014Q3 201713
CAPITAL ADVISORS INC/OK 940.00%0.01%0.02%Q4 2016Q1 202013
VSR Financial Services, Inc. 13130.03%0.09%0.14%Q2 2013Q2 201613
Barry Investment Advisors, LLC 13130.12%0.76%2.25%Q1 2017Q1 202013
AE Wealth Management LLC 13130.00%0.12%0.41%Q1 2017Q1 202013
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 13130.00%0.06%0.40%Q1 2017Q1 202013
NewEdge Advisors, LLC 760.00%0.02%0.06%Q3 2016Q1 202013
New England Investment & Retirement Group, Inc. 13132.32%4.27%6.51%Q1 2016Q1 201913
LAZARD ASSET MANAGEMENT LLC 1210.00%0.00%0.02%Q1 2015Q3 201813
AMERICAN ASSET MANAGEMENT INC. 12120.13%0.20%0.45%Q3 2016Q2 201912
Osborn Williams & Donohoe LLC 12120.02%0.11%0.28%Q2 2017Q1 202012
WADE G W & INC 1010.02%0.05%0.21%Q4 2015Q1 202012
MML INVESTORS SERVICES, LLC 12120.04%0.14%0.77%Q2 2017Q1 202012
SEI INVESTMENTS CO 810.00%0.00%0.00%Q1 2015Q2 201812
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 12120.62%0.94%1.08%Q2 2013Q1 201612
Kingsview Wealth Management, LLC 840.01%0.10%0.32%Q1 2017Q1 202012
Virtu KCG Holdings LLC 1010.00%0.04%0.09%Q3 2013Q2 201712
Financial Gravity Asset Management, Inc. 750.00%0.02%0.06%Q1 2019Q2 202212
Joel Isaacson & Co., LLC 12120.01%0.03%0.05%Q4 2012Q3 201512
ASSOCIATED BANC-CORP 12120.02%0.24%0.41%Q2 2017Q1 202012
BRYN MAWR TRUST Co 1110.01%0.01%0.02%Q3 2013Q2 201712
Fiduciary Group LLC 1010.01%0.04%0.08%Q3 2015Q1 202012
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.04%Q2 2013Q1 201612
Freedom Investment Management, Inc. 520.02%0.23%0.64%Q1 2013Q1 202012
ROTHSCHILD INVESTMENT LLC /IL 1110.01%0.03%0.04%Q1 2017Q1 202012
Gs Investments, Inc. 12120.03%0.10%0.28%Q2 2017Q1 202012
OneDigital Investment Advisors LLC 12120.01%0.16%0.70%Q2 2017Q1 202012
IHT Wealth Management, LLC 660.01%0.03%0.22%Q4 2016Q1 202012
Camarda Financial Advisors, LLC 930.06%3.39%7.93%Q2 2016Q2 201912
FIRST NATIONAL BANK OF OMAHA 12120.01%0.23%0.45%Q2 2013Q1 201612
STABLEFORD CAPITAL II LLC 840.08%0.18%0.52%Q4 2016Q4 201912
Janney Capital Management LLC 12120.11%0.22%0.27%Q2 2017Q1 202012
MPS Loria Financial Planners, LLC 12125.87%9.13%13.51%Q2 2017Q1 202012
Wealthcare Advisory Partners LLC 1110.00%0.02%0.08%Q2 2016Q1 202012
ASSETMARK, INC 810.00%0.01%0.05%Q2 2016Q1 202012
Mirador Capital Partners LP 12120.08%0.12%0.19%Q1 2017Q4 201912
Advisors Capital Management, LLC 12120.04%1.08%1.80%Q2 2013Q1 201612
Omnia Family Wealth, LLC 12120.15%0.73%2.53%Q2 2017Q1 202012
Avantax Planning Partners, Inc. 12120.03%0.05%0.07%Q4 2016Q3 201912
MinichMacGregor Wealth Management, LLC 12120.00%0.00%0.01%Q4 2015Q3 201812
Fusion Family Wealth LLC 12120.00%0.01%0.06%Q4 2016Q3 201912
CAPSTONE ASSET MANAGEMENT CO 12120.00%0.00%0.01%Q3 2014Q2 201712
MANUFACTURERS LIFE INSURANCE COMPANY, THE 1110.00%0.00%0.00%Q2 2015Q3 201812
PATTON ALBERTSON MILLER GROUP, LLC 1110.01%0.76%1.22%Q2 2013Q3 201812
Crescent Grove Advisors, LLC 12120.02%0.39%0.67%Q2 2017Q1 202012
Risk Paradigm Group, LLC 12120.01%0.05%0.13%Q1 2015Q4 201712
Cognios Capital, LLC 12120.04%0.06%0.08%Q1 2016Q4 201812
TIAA, FSB 12120.24%0.50%0.74%Q2 2017Q1 202012
Dakota Wealth Management 12124.20%5.08%6.12%Q4 2014Q3 201712
LOOMIS SAYLES & CO L P 820.01%0.01%0.02%Q1 2016Q4 201912
HHG & Company, LLC 12120.12%0.18%0.27%Q2 2013Q1 201612
FDx Advisors, Inc. 12120.01%0.03%0.10%Q4 2016Q3 201912
PATHSTONE FAMILY OFFICE, LLC 910.00%0.02%0.15%Q2 2013Q1 202012
B. Riley Financial, Inc. 1110.07%0.15%0.23%Q4 2015Q3 201912
Allianz Asset Management GmbH 1110.00%0.01%0.05%Q3 2016Q4 201912
FRANKLIN RESOURCES INC 11110.00%0.00%0.00%Q3 2014Q1 201711
C M BIDWELL & ASSOCIATES LTD 11110.00%0.01%0.01%Q1 2020Q3 202211
Sunbelt Securities, Inc. 1010.01%0.76%1.61%Q4 2016Q1 202011
BTR CAPITAL MANAGEMENT INC 510.02%0.23%0.60%Q3 2015Q4 201911
Spectrum Management Group, LLC 520.01%2.22%6.05%Q4 2013Q4 201911
ADVANTAGE INVESTMENT MANAGEMENT, LLC 810.00%0.05%0.24%Q4 2014Q3 201911
New Harbor Financial Group, LLC 830.00%0.00%0.01%Q4 2013Q3 201611
NORTHEAST INVESTMENT MANAGEMENT 1010.01%0.59%0.88%Q2 2013Q1 202011
Mirae Asset Global Investments Co., Ltd. 720.00%0.05%0.15%Q2 2013Q4 201911
Taylor, Cottrill LLC 11111.24%1.43%1.62%Q2 2013Q4 201511
Meristem Family Wealth, LLC 910.62%1.39%3.18%Q4 2015Q4 201911
FOSTER DYKEMA CABOT & CO INC/MA 11110.11%3.46%6.74%Q2 2013Q4 201511
Summit X, LLC 11110.04%0.11%0.31%Q2 2017Q4 201911
BlueCrest Capital Management Ltd 310.03%0.22%0.84%Q4 2014Q4 201911
SEGALL BRYANT & HAMILL, LLC 740.00%0.00%0.01%Q2 2013Q3 201911
JANUS HENDERSON GROUP PLC 11110.00%0.00%0.00%Q3 2017Q1 202011
GREATMARK INVESTMENT PARTNERS, INC. 11110.16%0.44%0.60%Q3 2017Q1 202011
Aft, Forsyth & Sober, LLC 11110.56%1.16%1.60%Q2 2013Q4 201511
Cypress Capital Management LLC (WY) 1010.01%0.56%2.08%Q4 2015Q4 201911
Allen Investment Management, LLC 11110.17%0.75%2.19%Q3 2017Q1 202011
CIBC Private Wealth Group, LLC 11110.00%0.00%0.01%Q3 2017Q1 202011
Lehman Financial Resources, Inc. 11110.01%0.01%0.01%Q1 2013Q3 201511
Westside Investment Management, Inc. 910.00%0.03%0.12%Q4 2016Q1 202011
Pinnacle Summer Investments, Inc. 11110.08%0.15%0.25%Q2 2013Q4 201511
Tortoise Investment Management, LLC 11110.00%0.10%0.20%Q4 2012Q2 201511
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC 11110.02%0.07%0.20%Q2 2013Q4 201511
JT Stratford LLC 11110.06%0.25%1.17%Q1 2017Q3 201911
Magnetar Financial LLC 320.01%0.31%2.22%Q2 2013Q4 201711
SIMON QUICK ADVISORS, LLC 11110.14%4.78%8.68%Q3 2017Q1 202011
Cranberry Lake Advisors LLC 11111.06%6.99%11.12%Q2 2013Q4 201511
Cypress Wealth Advisors LLC 650.18%0.92%1.96%Q2 2015Q1 201911
INTEGRATED WEALTH COUNSEL, LLC 650.04%1.60%8.10%Q2 2013Q2 201611
PICTET BANK & TRUST Ltd 11110.12%0.18%0.35%Q2 2016Q4 201811
Buckingham Capital Management, Inc. 11110.26%0.33%0.37%Q2 2013Q4 201511
PRELUDE CAPITAL MANAGEMENT, LLC 910.00%0.06%0.25%Q4 2015Q2 202011
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 920.01%0.30%1.52%Q4 2015Q1 202011
Dunvegan Associates, Inc. 11111.00%1.90%2.42%Q2 2013Q4 201511
COUNTRY TRUST BANK 11110.00%0.00%0.00%Q3 2016Q1 201911
NOMURA ASSET MANAGEMENT CO LTD 11110.00%0.01%0.02%Q3 2017Q1 202011
JMG Financial Group, Ltd. 11110.04%1.71%4.59%Q2 2013Q4 201511
COLONY GROUP LLC 620.00%0.06%0.19%Q3 2014Q1 202011
BECK CAPITAL MANAGEMENT, LLC 740.09%0.61%1.79%Q4 2013Q1 201711
ROPES WEALTH ADVISORS LLC 11110.01%0.14%0.39%Q1 2015Q3 201711
Blume Capital Management, Inc. 610.00%0.66%1.62%Q4 2014Q1 202011
TELEMUS CAPITAL, LLC 10100.04%0.07%0.15%Q4 2017Q1 202010
CFO4Life Group, LLC 10100.07%0.11%0.16%Q1 2017Q2 201910
Prime Capital Investment Advisors, LLC 10100.17%1.03%2.39%Q4 2017Q1 202010
SMITH CHAS P & ASSOCIATES PA CPAS 910.02%0.04%0.05%Q2 2013Q3 201610
Thomasville National Bank 610.01%0.03%0.06%Q1 2017Q1 202110
Ellenbecker Investment Group 10100.16%0.57%0.88%Q2 2018Q3 202010
AdvisorNet Financial, Inc 10100.01%0.04%0.08%Q4 2017Q1 202010
Lucia Wealth Services, LLC 10100.00%0.10%0.51%Q4 2017Q1 202010
Front Row Advisors LLC 10100.00%0.00%0.01%Q4 2017Q1 202010
Asset Dedication, LLC 910.00%0.00%0.01%Q4 2015Q1 202010
CPWM, LLC 910.16%0.23%0.41%Q4 2014Q1 202010
AMERICAN CENTURY COMPANIES INC 810.00%0.00%0.00%Q3 2013Q1 202010
ArchPoint Investors 10100.04%1.71%3.60%Q4 2017Q1 202010
Ballew Advisors, Inc 10100.16%0.30%0.36%Q4 2017Q1 202010
LMCG INVESTMENTS, LLC 10100.01%0.01%0.01%Q2 2013Q3 201510
PRINCIPAL FINANCIAL GROUP INC 730.01%0.02%0.02%Q2 2013Q4 201510
Center Coast Capital Advisors, LP 720.00%0.16%0.55%Q3 2015Q4 201710
Penobscot Investment Management Company, Inc. 10100.11%0.70%0.99%Q2 2013Q3 201510
McIlrath & Eck, LLC 10100.01%0.12%0.34%Q4 2017Q1 202010
Westwind Capital 10100.01%0.13%0.21%Q4 2017Q1 202010
Roble, Belko & Company, Inc 910.00%0.44%0.59%Q3 2016Q1 202010
TRUSTCORE FINANCIAL SERVICES, LLC 10100.00%0.08%0.18%Q4 2017Q1 202010
Financial Sense Advisors, Inc. 910.20%0.57%0.84%Q3 2015Q3 201810
CITY NATIONAL BANK 10100.01%0.06%0.27%Q2 2013Q3 201510
SYM FINANCIAL Corp 10100.04%0.08%0.09%Q4 2017Q1 202010
Family Management Corp 10100.06%0.08%0.10%Q1 2014Q2 201610
Capital Investment Advisory Services, LLC 910.02%0.09%0.18%Q4 2016Q1 202010
Mutual Advisors, LLC 10100.01%0.07%0.23%Q4 2017Q1 202010
SeaCrest Wealth Management, LLC 10100.04%0.08%0.11%Q4 2017Q1 202010
Intellectus Partners, LLC 550.13%0.37%0.61%Q3 2017Q1 202010
CORBYN INVESTMENT MANAGEMENT INC/MD 10100.02%1.19%1.63%Q4 2017Q1 202010
Seelaus Asset Management LLC 10100.11%0.25%0.30%Q4 2017Q1 202010
PARAMETRIC PORTFOLIO ASSOCIATES LLC 820.00%0.00%0.04%Q3 2015Q1 202010
Sound Income Strategies, LLC 10100.00%0.01%0.02%Q4 2017Q1 202010
ClearBridge Investments 10100.00%0.00%0.00%Q4 2017Q1 202010
DUBUQUE BANK & TRUST CO 10100.00%0.00%0.00%Q2 2013Q3 201510
PIN OAK INVESTMENT ADVISORS INC 10100.01%0.02%0.04%Q4 2017Q1 202010
Grace Capital 730.08%0.59%1.73%Q1 2017Q2 202110
Berman Capital Advisors, LLC 10100.01%0.04%0.11%Q4 2017Q1 202010
Overbrook Management Corp 10100.09%0.13%0.28%Q4 2014Q1 201710
HMS Capital Management, LLC 660.02%1.42%2.99%Q3 2016Q4 201710
Elite Wealth Management, Inc. 910.00%0.53%1.80%Q3 2012Q3 201610
Avalon Investment & Advisory 10100.00%0.01%0.02%Q4 2017Q1 202010
Willingdon Wealth Management 10100.00%0.69%1.31%Q4 2017Q1 202010
GARRISON BRADFORD & ASSOCIATES INC 10100.09%0.27%0.40%Q3 2016Q4 201810
Detwiler Fenton Investment Management LLC 10100.16%0.23%0.34%Q2 2011Q3 201310
BOSTON ADVISORS LLC 10100.01%0.05%0.07%Q2 2013Q3 201510
Newman Dignan & Sheerar, Inc. 710.01%0.11%0.30%Q4 2014Q3 201910
QS Investors, LLC 10100.22%0.64%1.74%Q2 2015Q3 201710
IFG Advisory, LLC 10100.02%0.08%0.14%Q4 2017Q1 202010
DEARBORN PARTNERS LLC 10100.01%0.03%0.06%Q4 2017Q1 202010
Wealthstreet Investment Advisors, LLC 10100.04%0.11%0.15%Q4 2017Q1 202010
MID CONTINENT CAPITAL LLC/IL 10100.06%0.20%0.40%Q2 2013Q3 201510
SUMMIT CAPITAL MANAGEMENT LLC 10100.72%1.24%1.83%Q2 2013Q3 201510
Cypress Wealth Services, LLC 10100.03%0.06%0.09%Q4 2017Q1 202010
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 10100.00%0.02%0.03%Q4 2017Q1 202010
Buckley Wealth Management, LLC 10100.06%0.22%0.77%Q4 2017Q1 202010
Independence Bank of Kentucky 10100.00%0.03%0.28%Q4 2017Q1 202010
Brouwer & Janachowski, LLC 910.03%12.87%20.76%Q4 2013Q4 201910
MOODY LYNN & LIEBERSON, LLC 640.09%0.32%0.85%Q1 2014Q1 201710
PLIMOTH TRUST CO LLC 10100.06%0.28%0.74%Q4 2017Q1 202010
American Portfolios Advisors 10100.06%0.12%0.15%Q4 2017Q1 202010
Integrated Wealth Concepts LLC 10100.01%0.07%0.13%Q4 2017Q1 202010
Belpointe Asset Management LLC 10100.02%0.10%0.20%Q3 2017Q4 201910
COMMONWEALTH EQUITY SERVICES, LLC 10100.02%0.05%0.06%Q4 2017Q1 202010
Keystone Financial Group 10100.06%0.41%0.92%Q4 2017Q1 202010
YHB Investment Advisors, Inc. 10100.33%0.80%1.20%Q2 2013Q3 201510
CSS LLC/IL 410.01%0.01%0.02%Q3 2015Q1 20199
Financial Enhancement Group LLC 720.00%0.23%1.07%Q2 2015Q3 20199
PVG ASSET MANAGEMENT CORP 990.97%2.58%3.99%Q4 2017Q4 20199
Chicago Capital, LLC 990.01%0.02%0.04%Q1 2018Q1 20209
Cornerstone Wealth Management, LLC 710.02%0.06%0.17%Q1 2017Q4 20199
MANAGED ACCOUNT ADVISORS LLC 990.04%0.08%0.12%Q2 2013Q2 20159
Blue Edge Capital, LLC 720.74%0.90%1.24%Q4 2013Q1 20199
Linscomb & Williams, Inc. 810.03%0.24%0.91%Q2 2013Q1 20209
Patten Group, Inc. 990.00%0.07%0.35%Q4 2014Q4 20169
TWIN FOCUS CAPITAL PARTNERS, LLC 990.03%1.91%5.12%Q1 2018Q1 20209
CREATIVE FINANCIAL DESIGNS INC /ADV 990.01%0.02%0.04%Q4 2016Q4 20189
LifePlan Financial Group, Inc 990.00%0.01%0.02%Q1 2018Q1 20209
JFS WEALTH ADVISORS, LLC 810.01%0.03%0.06%Q2 2014Q3 20189
BADGLEY PHELPS & BELL INC 990.23%0.25%0.28%Q2 2013Q2 20159
Ironwood Investment Counsel, LLC 630.09%0.31%1.17%Q3 2015Q4 20179
Bedel Financial Consulting, Inc. 990.00%0.02%0.07%Q1 2018Q1 20209
Telos Capital Management, Inc. 990.44%0.63%0.92%Q2 2013Q2 20159
Boston Partners 990.01%0.01%0.01%Q4 2015Q4 20179
Maryland Capital Management 990.64%0.92%1.17%Q2 2013Q2 20159
CENTAURUS FINANCIAL, INC. 880.00%0.19%0.69%Q2 2018Q1 20209
Legacy Advisors, LLC 520.01%0.04%0.06%Q4 2016Q2 20199
NOMURA HOLDINGS INC 210.00%0.01%0.02%Q3 2013Q1 20199
PFG Advisors 990.04%0.14%0.26%Q4 2017Q4 20199
Aries Wealth Management 990.11%0.20%0.30%Q1 2018Q1 20209
HoyleCohen, LLC 990.16%0.28%0.33%Q4 2017Q4 20199
MGO ONE SEVEN LLC 720.01%0.05%0.08%Q4 2017Q1 20209
Virtu Financial LLC 410.01%0.31%1.04%Q2 2013Q4 20199
Hanson & Doremus Investment Management 810.00%0.00%0.01%Q3 2015Q4 20189
Integrated Wealth Management 990.08%0.18%0.39%Q1 2015Q1 20179
Argentus Capital Management, LLC 420.00%0.20%0.56%Q2 2013Q3 20169
Icon Wealth Partners, LLC 990.06%0.19%0.36%Q4 2017Q4 20199
Broadleaf Partners, LLC 991.01%1.17%1.29%Q4 2017Q4 20199
Venturi Wealth Management, LLC 810.06%0.46%1.82%Q4 2015Q4 20199
FARMERS & MERCHANTS INVESTMENTS INC 540.00%0.00%0.01%Q2 2013Q4 20179
Snowden Capital Advisors LLC 720.00%0.06%0.13%Q1 2016Q4 20199
CFO4Life, L.P. 990.23%0.35%0.43%Q4 2014Q4 20169
Capital Analysts, LLC 540.00%0.02%0.05%Q2 2013Q1 20199
SUNFLOWER BANK, NA WEALTH MANAGEMENT 990.07%0.13%0.18%Q1 2018Q1 20209
BLACKROCK ADVISORS LLC 520.00%0.00%0.00%Q2 2013Q4 20169
TWO SIGMA SECURITIES, LLC 310.00%0.09%0.66%Q2 2015Q1 20209
FORVIS Wealth Advisors, LLC 990.01%0.01%0.01%Q4 2017Q4 20199
Bramshill Investments, LLC 630.06%0.64%3.24%Q4 2017Q1 20209
Guild Investment Management, Inc. 512.75%7.06%18.18%Q1 2015Q4 20199
SHEPHERD KAPLAN KROCHUK, LLC 990.10%0.90%1.87%Q4 2017Q4 20199
SCOTIA CAPITAL INC. 420.00%0.01%0.02%Q3 2014Q3 20199
PRUDENTIAL FINANCIAL INC 510.00%0.00%0.00%Q3 2015Q1 20209
INVESTORS TRUST INC 995.90%7.17%8.64%Q2 2013Q2 20159
Renaissance Technologies 710.00%0.00%0.00%Q4 2017Q1 20208
Weatherstone Capital Management 710.45%3.57%6.34%Q4 2014Q2 20178
Stanford Investment Group, Inc. 440.01%0.02%0.05%Q4 2014Q4 20168
BHK Investment Advisors, LLC 880.06%0.09%0.15%Q4 2017Q3 20198
BOK Financial Private Wealth, Inc. 620.02%0.05%0.08%Q2 2016Q1 20208
BALTIMORE CAPITAL MANAGEMENT, INC 710.33%0.41%0.48%Q1 2017Q1 20198
Valmark Advisers, Inc. 880.01%0.01%0.01%Q4 2017Q3 20198
BAIRD ROBERT W & CO INC /WI/ 880.09%0.38%0.54%Q2 2013Q1 20158
ATLAS CAPITAL ADVISORS LLC 710.02%0.05%0.18%Q1 2018Q1 20208
Pekin Hardy Strauss, Inc. 880.05%0.11%0.16%Q2 2018Q1 20208
EFG Asset Management (Americas) Corp. 880.06%0.16%0.25%Q1 2015Q4 20168
Yellowstone Partners, LLC 880.22%0.46%0.56%Q4 2013Q3 20158
Marathon Trading Investment Management LLC 880.03%0.13%0.42%Q2 2018Q1 20208
J. L. Bainbridge & Co., Inc. 880.02%0.05%0.07%Q2 2018Q1 20208
Merriman Wealth Management, LLC 310.11%0.79%2.42%Q4 2015Q4 20198
Credit Capital Investments LLC 712.02%3.85%4.80%Q1 2016Q2 20198
Capital Advisory Group Advisory Services, LLC 880.01%0.03%0.05%Q1 2018Q4 20198
Trust Investment Advisors 881.20%1.55%1.77%Q3 2015Q2 20178
Grisanti Capital Management LLC 880.70%0.81%1.04%Q3 2013Q2 20158
Strategic Wealth Partners, Ltd. 880.00%0.01%0.01%Q4 2017Q3 20198
DeGreen Capital Management LLC 880.30%2.89%5.90%Q1 2016Q4 20178
FIELDPOINT PRIVATE ADVISORS, INC 530.12%1.15%3.60%Q3 2013Q2 20178
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 220.01%0.07%0.28%Q4 2017Q1 20208
Klingman & Associates, LLC 880.00%0.00%0.00%Q4 2014Q3 20168
Certified Advisory Corp 530.00%0.07%0.55%Q4 2017Q1 20208
PFS INVESTMENTS INC. 880.04%0.07%0.09%Q4 2017Q3 20198
Castle Rock Wealth Management, LLC 440.04%0.90%1.37%Q4 2017Q4 20198
Simplicity Solutions, LLC 310.02%0.13%0.35%Q4 2014Q1 20198
SPINNAKER TRUST 880.58%0.70%0.77%Q2 2013Q1 20158
BALDWIN BROTHERS LLC/MA 530.00%0.27%0.89%Q2 2013Q1 20178
Global Financial Private Capital, Inc 710.00%0.04%0.06%Q3 2017Q4 20198
DENVER INVESTMENT ADVISORS LLC 710.00%0.01%0.01%Q2 2013Q4 20178
BOSTON PRIVATE BANK & TRUST CO 880.00%0.00%0.00%Q2 2013Q1 20158
BREMER TRUST NATIONAL ASSOCIATION 880.04%0.07%0.15%Q4 2014Q3 20168
WHITTIER TRUST CO 420.00%0.01%0.02%Q2 2016Q4 20198
Raub Brock Capital Management LP 880.69%0.78%0.88%Q2 2013Q1 20158
MUHLENKAMP & CO INC 410.64%2.46%3.74%Q4 2015Q4 20198
AFT, FORSYTH & COMPANY, INC. 620.02%0.23%0.49%Q2 2013Q2 20198
DIMENSION CAPITAL MANAGEMENT LLC 880.12%0.15%0.23%Q2 2017Q1 20198
BOENNING & SCATTERGOOD, INC. 880.11%0.23%0.36%Q2 2018Q1 20208
TPH Asset Management, LLC 510.01%0.58%2.57%Q4 2013Q4 20158
Hirtle Callaghan & Co LLC 880.01%0.06%0.09%Q4 2015Q3 20178
GM Advisory Group, LLC 880.09%0.24%0.54%Q4 2016Q3 20188
MDE Group 889.32%14.80%19.12%Q2 2013Q1 20158
Spears Abacus Advisors LLC 880.01%0.02%0.02%Q2 2018Q1 20208
REILLY FINANCIAL ADVISORS, LLC 310.00%0.00%0.01%Q3 2013Q4 20198
FFT WEALTH MANAGEMENT LLC 880.17%2.19%5.06%Q2 2018Q1 20208
Private Capital Group, LLC 880.00%0.00%0.00%Q4 2017Q3 20198
QUATTRO FINANCIAL ADVISORS LLC 880.13%1.48%2.54%Q1 2017Q4 20188
JANICZEK WEALTH MANAGEMENT, LLC 710.01%0.74%2.76%Q4 2016Q2 20198
Sage Advisory Services, Ltd.Co. 710.01%0.04%0.18%Q3 2017Q3 20198
Claraphi Advisory Network, LLC 880.07%0.45%0.76%Q2 2018Q1 20208
Pictet North America Advisors SA 772.22%3.12%3.70%Q4 2013Q2 20157
RATIONAL ADVISORS LLC 770.06%0.31%0.77%Q1 2018Q3 20197
Placemark Investments, Inc. 770.02%0.04%0.05%Q2 2013Q4 20147
SHAPIRO ROBERT N 770.09%0.10%0.11%Q2 2013Q4 20147
Independent Portfolio Consultants, Inc. 770.18%0.39%0.99%Q1 2014Q3 20157
GRIFFIN ASSET MANAGEMENT, INC. 770.03%0.12%0.23%Q3 2018Q1 20207
U S GLOBAL INVESTORS INC 410.01%0.10%0.54%Q2 2013Q4 20167
BROWN BROTHERS HARRIMAN & CO 610.00%0.00%0.00%Q2 2013Q2 20157
Shulman DeMeo Asset Management LLC 770.10%0.20%0.31%Q4 2018Q2 20207
Clark Capital Management Group, Inc. 770.28%0.36%0.41%Q2 2013Q4 20147
SFMG, LLC 770.59%2.11%5.34%Q2 2018Q4 20197
Fieldpoint Private Securities, LLC 770.03%0.16%0.89%Q1 2017Q3 20187
GenTrust, LLC 770.02%0.04%0.06%Q4 2016Q2 20187
Efficient Market Advisors, LLC 610.00%2.62%5.64%Q1 2015Q1 20177
VCU Investment Management Co 615.09%6.41%9.04%Q2 2018Q2 20207
Edge Advisors, LLC 770.02%0.02%0.02%Q4 2016Q2 20187
ParenteBeard Wealth Management, LLC 772.37%3.86%5.93%Q2 2013Q4 20147
Pathway Financial Advisors LLC 770.06%0.92%1.83%Q3 2018Q1 20207
NEW ENGLAND SECURITIES CORP /MA/ 770.45%0.55%0.83%Q2 2013Q4 20147
MILLER HOWARD INVESTMENTS INC /NY 210.00%0.09%0.30%Q4 2014Q1 20207
WESTPORT RESOURCES MANAGEMENT INC 610.00%0.01%0.02%Q2 2013Q2 20167
INTEGRAL DERIVATIVES, LLC 510.00%0.01%0.02%Q2 2015Q4 20177
CAHILL FINANCIAL ADVISORS INC 770.07%0.13%0.17%Q3 2018Q1 20207
Sharkey, Howes & Javer 610.00%0.03%0.04%Q4 2015Q1 20187
FIRST FOUNDATION ADVISORS 310.01%0.04%0.12%Q1 2014Q1 20207
PECONIC PARTNERS LLC 770.14%2.60%4.92%Q2 2016Q4 20177
Relative Value Partners, LLC 520.02%0.14%0.82%Q2 2013Q1 20157
BRAVE ASSET MANAGEMENT INC 430.01%0.69%1.81%Q4 2013Q3 20187
Vanguard Capital Wealth Advisors 410.23%0.26%0.28%Q4 2017Q4 20197
Ford Financial Group, LLC 610.05%0.22%0.39%Q4 2017Q1 20207
St. James Investment Company, LLC 770.03%0.05%0.07%Q1 2017Q3 20187
BANK OF NOVA SCOTIA 770.00%0.00%0.00%Q1 2013Q3 20147
TCI Wealth Advisors, Inc. 310.00%0.02%0.11%Q4 2013Q1 20207
FINANCIAL CONSULATE, INC 770.06%0.08%0.10%Q4 2017Q2 20197
ZACKS INVESTMENT MANAGEMENT 610.00%0.01%0.02%Q2 2017Q1 20207
WISCONSIN CAPITAL MANAGEMENT LLC 771.21%1.77%2.11%Q2 2013Q4 20147
Allworth Financial LP 520.00%0.00%0.01%Q3 2015Q3 20187
BROOKS, MOORE & ASSOCIATES, INC. 770.32%0.59%0.96%Q4 2018Q2 20207
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 770.25%0.37%0.44%Q3 2018Q1 20207
Legacy Capital Partners, Inc. 770.03%0.11%0.13%Q3 2018Q1 20207
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 770.01%0.32%0.70%Q3 2015Q1 20177
G&S Capital LLC 770.02%0.02%0.02%Q4 2017Q2 20197
K.J. Harrison & Partners Inc 770.07%0.10%0.16%Q2 2018Q4 20197
Thiel Macro LLC 610.29%0.87%1.62%Q4 2014Q2 20197
Stelac Advisory Services LLC 610.04%0.18%0.34%Q4 2014Q4 20197
MONETA GROUP INVESTMENT ADVISORS LLC 610.00%0.03%0.06%Q2 2018Q1 20207
CLEAR STREET MARKETS LLC 610.01%0.08%0.23%Q2 2016Q4 20197
CHILTON CAPITAL MANAGEMENT LLC 520.00%0.01%0.03%Q3 2013Q1 20207
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 430.02%0.06%0.10%Q1 2018Q1 20207
LBA Wealth Management, LLC 410.00%0.02%0.03%Q2 2014Q1 20177
Torch Wealth Management LLC 431.42%1.77%1.99%Q4 2013Q4 20157
OLD NATIONAL BANCORP /IN/ 610.01%0.19%0.84%Q2 2014Q1 20207
VALLEY WEALTH MANAGERS, INC. 430.00%0.04%0.19%Q2 2016Q2 20197
Moors & Cabot, Inc. 210.03%0.05%0.12%Q2 2014Q2 20187
Fort Point Capital Partners LLC 410.06%0.68%1.33%Q4 2013Q4 20197
Chevy Chase Trust Holdings, LLC 770.00%0.01%0.01%Q4 2013Q2 20157
FIRST MANHATTAN CO. LLC. 310.00%0.00%0.00%Q3 2013Q2 20197
Smart Portfolios, LLC 610.09%0.25%0.93%Q2 2016Q1 20207
Fore Capital, LLC 410.19%0.67%2.15%Q1 2018Q1 20207
Cobble Hill Financial Services, INC 770.20%0.26%0.33%Q1 2013Q3 20147
WMS Partners, LLC 770.11%0.19%0.25%Q2 2018Q4 20197
Ken Stern & Associates, Inc. 770.13%0.15%0.16%Q3 2016Q1 20187
Royal Fund Management, LLC 770.00%0.00%0.01%Q4 2016Q2 20187
Perigon Wealth Management, LLC 770.00%0.01%0.02%Q3 2016Q1 20187
Clear Perspective Advisors, LLC 770.01%0.07%0.26%Q4 2016Q2 20187
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 770.02%0.04%0.06%Q3 2018Q1 20207
AKANTHOS CAPITAL MANAGEMENT LLC 310.91%4.80%8.99%Q1 2015Q2 20187
LCNB CORP 610.08%0.36%0.53%Q4 2016Q3 20187
First Command Financial Services, Inc. 610.00%0.02%0.03%Q4 2016Q4 20187
CORRADO ADVISORS, LLC 770.09%0.14%0.21%Q2 2017Q4 20187
Lombard Odier & Cie (Canada), Limited Partnership 770.32%0.58%0.74%Q1 2015Q3 20167
Johanson Financial Advisors, Inc. 430.16%0.61%1.03%Q4 2015Q3 20177
Lombard Odier Transatlantic Ltd 771.14%1.61%2.24%Q1 2015Q3 20167
SWS Partners 510.03%0.08%0.12%Q4 2017Q1 20207
WESPAC Advisors, LLC 610.68%2.48%3.31%Q2 2015Q3 20177
HBK INVESTMENTS L P 420.00%0.09%0.16%Q1 2015Q2 20196
Rinet Co LLC 660.08%0.15%0.30%Q3 2018Q4 20196
MARINO, STRAM & ASSOCIATES LLC 660.00%0.00%0.00%Q4 2017Q1 20196
Ledyard National Bank 420.00%0.00%0.01%Q1 2014Q1 20176
Point72 Asset Management, L.P. 210.01%0.02%0.04%Q1 2016Q3 20186
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. 661.44%1.86%2.90%Q4 2017Q1 20196
Bay Harbor Wealth Management, LLC 660.00%0.00%0.00%Q4 2018Q1 20206
AVANTAX ADVISORY SERVICES, INC. 660.02%0.04%0.07%Q4 2018Q1 20206
Arthur Zaske & Associates, LLC 660.32%0.87%1.60%Q3 2016Q4 20176
HRT FINANCIAL LP 210.02%0.11%0.29%Q1 2018Q1 20206
Gibson Capital, LLC 660.08%0.30%0.52%Q2 2014Q3 20156
United Capital Management of KS, Inc. 660.96%1.02%1.07%Q3 2018Q4 20196
Quadrant Private Wealth Management, LLC 660.21%0.56%0.70%Q4 2018Q1 20206
Essex Savings Bank 660.04%0.13%0.18%Q4 2018Q1 20206
Avidian Wealth Solutions, LLC 420.05%0.07%0.09%Q2 2015Q4 20166
CNO Financial Group, Inc. 661.90%3.10%4.03%Q3 2017Q4 20186
Whitnell & Co. 510.00%0.07%0.17%Q4 2015Q1 20186
Alpine Global Management, LLC 210.03%0.16%0.33%Q2 2014Q3 20186
PARK NATIONAL CORP /OH/ 660.02%0.02%0.02%Q1 2017Q2 20186
WINTRUST INVESTMENTS LLC 660.01%0.05%0.12%Q4 2018Q1 20206
Gruss & Co., LLC 660.19%0.44%1.53%Q4 2015Q1 20176
Harel Insurance Investments & Financial Services Ltd. 660.00%0.00%0.00%Q1 2017Q2 20186
Private Advisory Group LLC 310.16%0.85%3.75%Q4 2016Q3 20196
BERNZOTT CAPITAL ADVISORS 660.03%0.06%0.07%Q2 2014Q3 20156
Field & Main Bank 420.01%0.67%1.12%Q3 2014Q1 20186
RAY GERALD L & ASSOCIATES LTD 660.03%0.12%0.18%Q2 2016Q3 20176
Global Trust Asset Management, LLC 420.14%0.32%0.45%Q4 2017Q2 20196
Rockefeller Capital Management L.P. 660.02%0.04%0.06%Q4 2018Q1 20206
Quad-Cities Investment Group, LLC 660.03%0.05%0.06%Q2 2018Q3 20196
JNBA Financial Advisors 410.00%0.01%0.05%Q2 2015Q3 20186
Conestoga Capital Advisors, LLC 660.01%0.02%0.02%Q1 2013Q2 20146
STRINGER ASSET MANAGEMENT, LLC 661.55%3.65%4.52%Q1 2014Q2 20156
WestEnd Advisors, LLC 660.00%0.00%0.00%Q4 2017Q1 20196
MARINER INVESTMENT GROUP LLC 220.00%0.19%0.62%Q1 2016Q1 20206
XR Securities LLC 320.00%0.57%2.26%Q3 2018Q1 20206
AGILIS PARTNERS LLC 661.13%1.73%2.18%Q4 2018Q1 20206
Parkside Financial Bank & Trust 330.00%0.00%0.01%Q3 2015Q3 20186
Aldebaran Financial Inc. 660.06%0.09%0.13%Q1 2017Q2 20186
Huber Financial Advisors, LLC 660.06%0.18%0.44%Q4 2018Q1 20206
Larson Financial Group LLC 660.00%0.01%0.01%Q4 2018Q1 20206
Oliver Luxxe Assets LLC 662.95%3.23%3.76%Q4 2015Q1 20176
Cypress Capital Group 510.04%0.06%0.07%Q2 2013Q3 20166
Brickley Wealth Management 660.23%0.31%0.38%Q3 2018Q4 20196
LONGFELLOW INVESTMENT MANAGEMENT CO LLC 660.03%0.04%0.06%Q2 2013Q3 20146
Inscription Capital, LLC 660.08%1.32%1.94%Q4 2018Q1 20206
COMMUNITY BANK SYSTEM, INC. 660.15%0.56%0.78%Q2 2013Q3 20146
GFS Advisors, LLC 510.03%0.14%0.66%Q1 2016Q4 20186
Nachman Norwood & Parrott, Inc 660.04%0.10%0.13%Q4 2018Q1 20206
Kessler Investment Group, LLC 110.00%0.13%0.72%Q3 2013Q3 20186
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 660.05%0.07%0.10%Q4 2018Q1 20206
MYDA Advisors LLC 210.67%2.12%3.90%Q4 2017Q4 20196
PagnatoKarp Partners LLC 660.12%0.30%0.42%Q4 2018Q1 20206
GYL FINANCIAL SYNERGIES, LLC 660.05%0.23%0.32%Q4 2018Q1 20206
BBR PARTNERS, LLC 510.02%0.03%0.04%Q2 2018Q4 20196
WealthBridge Capital Management, LLC 660.05%0.10%0.16%Q4 2018Q1 20206
KMS FINANCIAL SERVICES, INC 660.27%0.31%0.38%Q2 2013Q3 20146
Parkside Investments, LLC 512.52%3.61%4.77%Q4 2017Q4 20196
SPOT TRADING L.L.C. 220.00%0.00%0.01%Q2 2017Q3 20176
ALESCO ADVISORS LLC 660.14%0.17%0.18%Q2 2014Q3 20156
ARROWGRASS CAPITAL PARTNERS (US) LP 330.10%0.24%0.48%Q1 2019Q3 20196
VALLEY NATIONAL ADVISERS INC 220.00%0.01%0.03%Q1 2015Q1 20206
Ironsides Asset Advisors, LLC 420.06%0.07%0.09%Q3 2014Q4 20166
US FINANCIAL ADVISORS, LLC 660.00%0.00%0.01%Q4 2014Q1 20166
Hilton Capital Management, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Dougherty Wealth Advisers LLC 660.03%0.05%0.06%Q4 2018Q1 20206
Regis Management CO LLC 660.05%0.06%0.07%Q2 2014Q3 20156
Brown Advisory Securities, LLC 420.02%0.06%0.13%Q2 2013Q1 20196
Emerson Wealth, LLC 661.59%7.77%10.18%Q4 2018Q1 20206
Swaine & Leidel Wealth Services, LLC 660.04%0.11%0.19%Q4 2018Q1 20206
Hamlin Capital Management, LLC 510.00%0.04%0.08%Q4 2017Q4 20196
JSF Financial, LLC 660.08%0.56%0.79%Q4 2018Q1 20206
Capital Planning Advisors, LLC 510.00%0.18%0.31%Q1 2017Q3 20196
KCM INVESTMENT ADVISORS LLC 510.01%0.02%0.03%Q4 2014Q2 20166
Bluefin Trading, LLC 220.00%0.02%0.04%Q3 2017Q3 20196
LVZ, Inc. 660.05%0.10%0.13%Q2 2018Q3 20196
Ferris Capital, LLC 510.00%0.00%0.00%Q2 2017Q1 20196
Kingfisher Capital LLC 660.08%0.42%0.66%Q1 2015Q2 20166
FinTrust Capital Advisors, LLC 660.01%0.19%0.56%Q4 2018Q1 20206
Peloton Wealth Strategists 660.19%0.49%0.74%Q2 2013Q3 20146
First Command Bank 660.02%0.02%0.03%Q4 2016Q1 20186
Segment Wealth Management, LLC 330.02%0.03%0.03%Q1 2018Q3 20196
YorkBridge Wealth Partners, LLC 660.03%0.06%0.08%Q4 2016Q1 20186
KEELEY ASSET MANAGEMENT CORP 660.04%0.06%0.08%Q2 2013Q3 20146
PRIVATE CAPITAL MANAGEMENT LLC 660.05%0.11%0.17%Q4 2018Q1 20206
Good Life Advisors, LLC 660.04%0.06%0.08%Q4 2018Q1 20206
CAPITAL CITY TRUST CO/FL 510.00%0.03%0.05%Q2 2013Q1 20206
Wambolt & Associates, LLC 660.68%1.62%2.16%Q4 2018Q1 20206
INTERACTIVE FINANCIAL ADVISORS, INC. 330.00%0.00%0.01%Q3 2014Q2 20176
Rehmann Capital Advisory Group 660.01%0.01%0.01%Q1 2018Q2 20196
Keel Point, LLC 420.01%0.04%0.06%Q4 2017Q2 20196
FIRST AMERICAN TRUST, FSB 660.08%1.74%2.98%Q2 2013Q3 20146
Graham Capital Management, L.P. 510.31%0.71%1.03%Q3 2016Q2 20186
NewSquare Capital LLC 420.00%0.00%0.01%Q3 2014Q4 20176
JET CAPITAL INVESTORS L P 330.25%1.02%1.49%Q2 2017Q4 20175
Squar Milner Financial Services LLC 550.00%0.01%0.03%Q2 2018Q2 20195
SANDERS MORRIS HARRIS LLC 410.04%0.17%0.27%Q1 2016Q3 20195
MARIANAS FUND MANAGEMENT LLC 551.44%4.93%9.08%Q2 2016Q2 20175
Boothe Investment Group, Inc. 554.90%5.96%6.91%Q4 2018Q4 20195
CITIZENS FINANCIAL GROUP INC/RI 210.00%0.00%0.01%Q4 2015Q3 20195
Busey Bank 550.00%0.01%0.01%Q1 2019Q1 20205
Ameritas Investment Company, LLC 320.00%0.02%0.06%Q4 2018Q1 20205
JAMISON EATON & WOOD INC /NJ 410.01%0.15%0.20%Q3 2013Q1 20155
Calamos Wealth Management LLC 550.03%0.27%0.40%Q3 2016Q3 20175
CYPRESS ASSET MANAGEMENT INC/TX 550.13%1.02%1.45%Q2 2015Q2 20165
PALLADIUM PARTNERS LLC 550.26%0.26%0.27%Q3 2013Q3 20145
Zions Bancorporation, N.A. 550.01%2.32%11.50%Q4 2018Q4 20195
Summit Equities Inc 210.05%0.18%0.65%Q4 2014Q4 20175
Cornerstone Financial Partners, LLC 551.08%1.82%2.13%Q1 2016Q1 20175
Weaver Consulting Group 550.01%0.03%0.05%Q1 2019Q1 20205
Capital Wealth Planning, LLC 210.01%0.06%0.15%Q4 2017Q1 20205
OLD MISSION CAPITAL LLC 310.02%0.04%0.09%Q3 2017Q1 20205
Cooper Financial Group 550.08%0.11%0.14%Q4 2018Q4 20195
Pensionmark Financial Group, LLC 550.03%0.08%0.12%Q4 2018Q4 20195
Endurance Wealth Management, Inc. 550.00%0.00%0.00%Q1 2017Q1 20185
OAKVIEW CAPITAL MANAGEMENT, L.P. 320.01%0.14%0.20%Q4 2016Q1 20185
CITY HOLDING CO 550.01%0.02%0.02%Q4 2014Q4 20155
PHYSICIANS FINANCIAL SERVICES, INC. 550.00%0.00%0.01%Q4 2015Q4 20165
Paloma Partners Management Co 210.00%0.02%0.04%Q1 2018Q1 20205
Florence Capital Advisors, LLC 550.02%0.06%0.14%Q4 2016Q4 20175
Keudell/Morrison Wealth Management 550.47%1.29%1.84%Q1 2019Q1 20205
ALERUS FINANCIAL NA 320.01%0.10%0.33%Q4 2017Q2 20195
TrinityPoint Wealth, LLC 550.07%0.10%0.14%Q4 2018Q4 20195
Trust Co 550.00%0.50%1.86%Q3 2015Q3 20165
QCM Cayman, Ltd. 210.10%2.68%9.59%Q4 2015Q1 20205
MEEDER ASSET MANAGEMENT INC 320.00%0.01%0.02%Q4 2014Q4 20195
RDA Financial Network 550.04%0.06%0.09%Q1 2019Q1 20205
Cowen Prime Services LLC 410.00%0.01%0.01%Q3 2013Q4 20145
Financial Management Professionals, Inc. 410.02%0.35%1.66%Q2 2013Q3 20165
Mascoma Wealth Management LLC 550.00%0.00%0.00%Q4 2017Q4 20185
TCG Advisors, LP 550.04%0.26%0.69%Q1 2019Q1 20205
IBEX WEALTH ADVISORS 550.07%0.33%0.50%Q4 2018Q4 20195
NVWM, LLC 550.01%0.19%0.85%Q3 2018Q3 20195
THOMPSON DAVIS & CO., INC. 410.02%0.05%0.12%Q3 2015Q3 20185
Strategic Capital Group LLC 550.04%0.79%1.40%Q2 2013Q2 20145
WealthPLAN Partners, LLC 210.00%0.04%0.12%Q1 2015Q3 20165
Donald L. Hagan, LLC 310.01%1.14%2.08%Q3 2015Q3 20195
CNB Bank 550.00%0.01%0.01%Q4 2017Q4 20185
MOSELEY INVESTMENT MANAGEMENT INC 550.16%0.44%0.59%Q1 2019Q1 20205
WEBSTER BANK, N. A. 210.00%0.01%0.01%Q4 2016Q3 20195
Vestmark Advisory Solutions, Inc. 550.03%0.06%0.08%Q1 2019Q1 20205
BB&T INVESTMENT SERVICES, INC. 550.02%0.05%0.08%Q4 2016Q4 20175
Avestar Capital, LLC 550.07%0.19%0.57%Q2 2018Q2 20195
MERCER GLOBAL ADVISORS INC /ADV 550.08%0.27%0.53%Q1 2019Q1 20205
Gupta Wealth Management LLC 550.10%0.17%0.25%Q1 2015Q1 20165
HAYS ADVISORY LLC 550.04%0.05%0.06%Q3 2014Q3 20155
BAILARD, INC. 410.01%0.04%0.05%Q2 2013Q1 20185
GLG Partners LP 110.02%0.07%0.15%Q3 2015Q4 20175
Advisors Preferred, LLC 310.02%0.20%0.54%Q2 2014Q4 20185
Opus Capital Group, LLC 410.02%0.03%0.03%Q4 2013Q3 20155
Kernodle & Katon Asset Management Group, LLC 550.00%0.00%0.01%Q4 2015Q4 20165
VALLEY NATIONAL BANCORP 550.29%0.37%0.44%Q4 2013Q4 20145
HHM Wealth Advisors, LLC 410.03%0.10%0.20%Q4 2018Q1 20205
Cresset Asset Management, LLC 550.01%0.13%0.22%Q4 2018Q4 20195
LFA - Lugano Financial Advisors SA 550.29%0.46%0.61%Q2 2018Q2 20195
Livingston Group Asset Management CO (operating as Southport Capital Management) 410.11%0.14%0.23%Q2 2016Q1 20185
EDMOND DE ROTHSCHILD HOLDING S.A. 550.00%0.00%0.00%Q1 2017Q1 20185
Signature Financial Management, Inc. 550.12%0.17%0.24%Q4 2015Q4 20165
Jackson Hole Capital Partners, LLC 550.57%1.19%2.07%Q1 2019Q1 20205
RETIREMENT DESIGN & MANAGEMENT INC /ADV 410.60%0.80%0.91%Q4 2014Q2 20165
CAXTON CORP 551.50%3.79%5.14%Q2 2018Q2 20195
Jordan Park Group LLC 550.04%3.71%9.85%Q4 2017Q4 20185
Vivaldi Capital Management LP 550.02%0.10%0.26%Q1 2019Q1 20205
M Holdings Securities, Inc. 310.05%0.10%0.18%Q3 2014Q1 20205
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 410.00%0.01%0.01%Q4 2016Q4 20185
Avior Wealth Management, LLC 310.00%0.00%0.00%Q1 2015Q1 20205
LILLEY & CO 555.26%5.43%5.76%Q2 2013Q2 20145
CALTON & ASSOCIATES, INC. 310.02%0.04%0.06%Q4 2017Q4 20194
MISSION WEALTH MANAGEMENT, LP 440.03%0.04%0.04%Q4 2018Q3 20194
BURKE & HERBERT BANK & TRUST CO 440.12%0.12%0.13%Q4 2017Q3 20184
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 440.05%0.06%0.06%Q4 2014Q3 20154
Kore Private Wealth LLC 220.01%0.08%0.22%Q4 2018Q1 20204
DFPG INVESTMENTS, LLC 440.13%0.20%0.27%Q4 2018Q3 20194
SMITH HAYES Advisers, Inc 440.05%0.06%0.08%Q4 2014Q3 20154
King Wealth Management Group 440.11%0.12%0.12%Q4 2014Q3 20154
Lenox Wealth Management, Inc. 440.00%0.00%0.00%Q2 2019Q1 20204
TIEDEMANN ADVISORS, LLC 440.01%0.04%0.12%Q4 2017Q3 20184
Madden Advisory Services, Inc. 440.02%0.02%0.03%Q4 2013Q3 20144
Karp Capital Management Corp 440.00%0.00%0.00%Q4 2014Q3 20154
Fernwood Investment Management, LLC 220.12%0.15%0.19%Q4 2016Q3 20184
Clarus Wealth Advisors 440.01%0.01%0.01%Q2 2018Q1 20194
BDO Wealth Advisors, LLC 440.01%0.01%0.02%Q2 2017Q1 20184
Calamos Advisors LLC 440.00%0.00%0.00%Q4 2016Q3 20174
Caption Management, LLC 210.00%0.18%0.31%Q4 2017Q1 20204
CONSOLIDATED CAPITAL MANAGEMENT, LLC 440.75%1.02%1.72%Q4 2017Q3 20184
Crabel Capital Management, LLC 440.09%0.10%0.12%Q4 2017Q3 20184
WEST CHESTER CAPITAL ADVISORS, INC 210.01%0.40%0.62%Q2 2013Q2 20154
Ellis Investment Partners, LLC 440.00%0.00%0.00%Q2 2019Q1 20204
Kissinger Financial Services LLC 440.30%0.36%0.41%Q3 2016Q2 20174
MOTCO 210.00%0.00%0.01%Q3 2015Q1 20204
Stearns Financial Services Group 440.04%0.04%0.04%Q3 2016Q2 20174
Covington Capital Management 440.00%0.00%0.00%Q3 2017Q2 20184
DAVIS R M INC 440.01%0.02%0.02%Q2 2013Q1 20144
SIT INVESTMENT ASSOCIATES INC 210.00%0.01%0.03%Q4 2015Q2 20194
SANDLER CAPITAL MANAGEMENT 440.58%1.06%1.41%Q2 2016Q1 20174
Fusion Investment Group, LLC 310.01%0.01%0.01%Q1 2014Q2 20154
Crosspoint Capital Strategies, LLC 220.03%0.14%0.44%Q4 2013Q4 20154
Peak Asset Management, LLC 220.03%0.05%0.10%Q4 2018Q1 20204
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 310.00%0.00%0.00%Q4 2017Q4 20184
FCG ADVISORS, LLC 440.05%0.05%0.06%Q4 2018Q3 20194
INVESTMENT HOUSE LLC 210.03%0.06%0.12%Q3 2015Q1 20174
EXENCIAL WEALTH ADVISORS, LLC 310.04%0.09%0.21%Q4 2017Q2 20204
Concourse Capital Management, LLC 440.31%0.32%0.32%Q4 2017Q3 20184
Versant Capital Management, Inc 210.00%0.00%0.01%Q4 2015Q4 20194
McGowan Group Asset Management, Inc. 443.37%3.64%3.95%Q4 2017Q3 20184
Hardy Reed LLC 440.09%0.10%0.10%Q4 2018Q3 20194
1 NORTH WEALTH SERVICES LLC 220.01%0.01%0.01%Q4 2018Q4 20194
Edge Capital Group, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
AVALON CAPITAL MANAGEMENT 311.09%1.31%1.44%Q3 2013Q3 20144
Good Harbor Financial, LLC 440.47%0.80%1.26%Q4 2014Q3 20154
Corundum Group, Inc. 440.09%0.11%0.15%Q2 2019Q1 20204
Caprock Group, LLC 310.02%0.03%0.03%Q3 2016Q3 20174
Charles Schwab Investment Advisory, Inc. 440.29%0.54%0.70%Q2 2018Q1 20194
AJ WEALTH STRATEGIES, LLC 440.02%0.03%0.04%Q2 2019Q1 20204
Joseph P. Lucia & Associates, LLC 310.01%0.05%0.15%Q1 2019Q1 20204
Realta Investment Advisors 310.00%0.02%0.03%Q1 2019Q1 20204
Magnus Financial Group LLC 440.08%0.61%0.83%Q4 2018Q3 20194
ALTFEST L J & CO INC 440.04%0.05%0.07%Q2 2018Q1 20194
Enterprise Trust & Investment Co 440.00%0.00%0.01%Q2 2019Q1 20204
NICOLET ADVISORY SERVICES, LLC 330.00%0.20%0.46%Q3 2019Q1 20204
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. 440.01%1.19%1.98%Q2 2017Q1 20184
Csenge Advisory Group 310.00%0.35%0.51%Q3 2017Q3 20184
Manchester Capital Management LLC 440.01%0.03%0.05%Q1 2014Q4 20144
GAMCO INVESTORS, INC. ET AL 440.01%0.02%0.03%Q2 2019Q1 20204
Golden State Wealth Management, LLC 310.00%0.01%0.02%Q1 2019Q1 20204
State of Tennessee, Treasury Department 310.00%0.01%0.02%Q1 2018Q2 20194
MRA Associates USA LLC 440.09%0.19%0.29%Q4 2018Q3 20194
Stratos Wealth Advisors, LLC 440.04%0.09%0.19%Q4 2018Q3 20194
Coe Capital Management, LLC 210.12%0.29%0.36%Q4 2013Q1 20184
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 440.05%0.06%0.07%Q3 2017Q2 20184
Aureus Asset Management, LLC 310.13%0.16%0.19%Q3 2015Q1 20174
Sowell Financial Services LLC 310.02%0.08%0.17%Q1 2019Q1 20204
Visium Asset Management, LP 440.01%0.01%0.01%Q3 2014Q2 20154
Coyle Financial Counsel LLC 444.51%5.58%6.14%Q4 2015Q3 20164
O'Dell Group, LLC 443.22%3.58%3.90%Q4 2016Q3 20174
Vontobel Swiss Wealth Advisors AG 442.45%3.34%4.24%Q1 2015Q4 20154
Goelzer Investment Management, Inc. 440.04%0.04%0.05%Q1 2013Q4 20134
NorthRock Partners, LLC 440.03%0.05%0.06%Q4 2018Q3 20194
Brookfield Asset Management 440.00%0.02%0.08%Q2 2018Q1 20194
TRAN CAPITAL MANAGEMENT, L.P. 440.00%0.00%0.01%Q2 2013Q1 20144
BLB&B Advisors, LLC 310.01%0.03%0.07%Q2 2014Q1 20204
Wagner Wealth Management, LLC 440.00%0.00%0.00%Q4 2017Q3 20184
GABLES CAPITAL MANAGEMENT INC. 440.00%0.00%0.00%Q2 2018Q1 20194
HM PAYSON & CO 440.00%0.00%0.00%Q2 2019Q1 20204
LIBERTY WEALTH MANAGEMENT LLC 440.00%0.01%0.01%Q2 2019Q1 20204
Pettinga Financial Advisors LLC 310.08%0.09%0.11%Q4 2018Q4 20194
WELCH & FORBES LLC 310.00%0.00%0.01%Q1 2016Q2 20194
TORTOISE CAPITAL ADVISORS, L.L.C. 210.00%0.03%0.10%Q4 2015Q1 20204
RELIANCE TRUST CO OF DELAWARE 440.04%0.04%0.05%Q4 2016Q3 20174
Pflug Koory, LLC 440.01%0.01%0.01%Q1 2018Q4 20184
CARLSON CAPITAL L P 440.35%0.39%0.42%Q4 2018Q3 20194
ELCO Management Co., LLC 210.07%0.15%0.23%Q4 2017Q1 20204
BAINCO INTERNATIONAL INVESTORS 440.02%0.02%0.03%Q1 2016Q4 20164
Tidal Investments LLC 440.05%0.09%0.13%Q2 2019Q1 20204
Douglass Winthrop Advisors, LLC 440.01%0.01%0.01%Q2 2018Q1 20194
Soros Fund Management 210.12%0.78%1.98%Q2 2017Q1 20184
ACCESS FINANCIAL SERVICES, INC. 440.39%0.71%1.09%Q4 2018Q3 20194
Dana Investment Advisors, Inc. 440.01%0.01%0.02%Q3 2013Q2 20144
Hurlow Wealth Management Group, Inc. 440.10%2.65%3.60%Q4 2018Q3 20194
CABOT WEALTH MANAGEMENT INC 440.08%0.12%0.16%Q2 2013Q1 20144
Financial Advocates Investment Management 440.02%0.03%0.05%Q4 2017Q3 20184
Heritage Trust Co 210.00%0.02%0.05%Q3 2017Q4 20194
Almitas Capital LLC 440.12%0.16%0.20%Q4 2018Q3 20194
TSFG, LLC 440.00%0.00%0.00%Q1 2019Q4 20194
Paragon Capital Management LLC 210.00%0.32%0.62%Q1 2019Q1 20203
BROADVIEW ADVISORS LLC 330.45%0.54%0.62%Q4 2018Q2 20193
KHP Capital, LLC 330.06%0.07%0.07%Q1 2018Q3 20183
Flaharty Asset Management, LLC 330.03%0.04%0.04%Q2 2019Q4 20193
BEACON FINANCIAL GROUP 210.05%0.95%1.46%Q4 2014Q3 20173
Bellwether Investment Group, LLC 210.06%0.10%0.19%Q2 2016Q1 20173
Smithfield Trust Co 330.01%0.02%0.03%Q3 2019Q1 20203
EXCELSIA, INC. 337.96%9.58%11.33%Q4 2014Q2 20153
CMT TRADING LLC 330.36%1.54%3.15%Q1 2016Q3 20163
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP 330.55%2.06%4.66%Q2 2013Q4 20133
BOOTHBAY FUND MANAGEMENT, LLC 210.02%0.04%0.07%Q4 2017Q1 20203
ROMAN BUTLER FULLERTON & CO 330.14%0.16%0.19%Q4 2018Q2 20193
WESTWOOD HOLDINGS GROUP INC 210.00%0.00%0.00%Q4 2016Q3 20173
Diameter Capital Partners LP 214.39%4.86%5.62%Q1 2019Q4 20193
Verity Asset Management, Inc. 210.71%0.99%1.26%Q4 2015Q3 20183
First Command Advisory Services, Inc. 210.00%0.00%0.00%Q4 2017Q4 20183
Conservest Capital Advisors, Inc. 330.02%0.03%0.03%Q1 2017Q3 20173
PVG Asset Management 331.43%1.89%2.23%Q2 2015Q4 20153
WELLINGTON MANAGEMENT GROUP LLP 210.00%0.00%0.00%Q3 2016Q2 20173
Aptus Capital Advisors, LLC 330.01%0.02%0.03%Q1 2019Q3 20193
Cinctive Capital Management LP 220.04%0.70%1.11%Q4 2019Q1 20203
KMG FIDUCIARY PARTNERS, LLC 330.27%0.28%0.30%Q4 2018Q2 20193
Destination Wealth Management 210.00%0.00%0.00%Q1 2018Q1 20193
Daniel Devine & Co 330.14%0.16%0.17%Q4 2014Q2 20153
FinTrust Investment Advisory Services, LLC 330.18%0.19%0.20%Q3 2017Q1 20183
Strategic Advisors LLC 330.16%0.19%0.21%Q3 2013Q1 20143
CreativeOne Wealth, LLC 330.03%0.04%0.04%Q3 2019Q1 20203
Compass Efficient Model Portfolios, LLC 330.04%0.37%0.90%Q2 2013Q4 20133
Divergent Wealth Advisors 330.01%0.01%0.01%Q1 2018Q3 20183
Sepio Capital, LP 210.01%0.04%0.10%Q4 2018Q4 20193
Wellington Shields Capital Management, LLC 110.03%0.03%0.04%Q3 2014Q2 20193
Marquette Asset Management, LLC 330.35%0.38%0.41%Q2 2013Q4 20133
Cutler Capital Management, LLC 330.04%0.05%0.05%Q4 2013Q2 20143
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC 330.00%0.00%0.00%Q1 2014Q3 20143
WEST BANCORPORATION INC 330.00%0.01%0.01%Q4 2019Q2 20203
LGL PARTNERS, LLC 210.70%1.50%3.01%Q2 2018Q1 20203
BEACON INVESTMENT ADVISORY SERVICES, INC. 330.66%5.37%10.38%Q2 2015Q4 20153
Long Wharf Investors, Inc. 330.44%0.87%1.12%Q4 2013Q2 20143
Roundview Capital LLC 330.26%0.46%0.60%Q1 2017Q3 20173
CenterStar Fund, LLC 110.01%0.17%0.45%Q4 2016Q4 20163
MainStreet Investment Advisors LLC 330.06%0.06%0.06%Q1 2018Q3 20183
CAZ INVESTMENTS LP 330.92%1.19%1.48%Q2 2019Q4 20193
Cable Hill Partners, LLC 330.00%0.02%0.05%Q2 2016Q4 20163
NORTHSTAR WEALTH PARTNERS LLC 330.15%0.23%0.27%Q1 2017Q3 20173
Forest Hill Capital, LLC 210.03%0.05%0.06%Q1 2019Q1 20203
Waverly Advisors, LLC 330.04%0.04%0.05%Q1 2017Q3 20173
VESTOR CAPITAL, LLC 330.01%0.02%0.02%Q4 2014Q2 20153
Executive Wealth Management, LLC 330.00%0.00%0.00%Q4 2018Q2 20193
HERSHEY TRUST CO 330.48%0.53%0.61%Q2 2019Q4 20193
BENJAMIN EDWARDS INC 330.04%0.13%0.31%Q3 2019Q1 20203
Pinnacle Advisory Group, Inc. 210.01%0.01%0.01%Q1 2017Q2 20193
Quad Capital Management Advisors LLC 210.29%0.60%0.84%Q4 2017Q1 20193
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. 332.16%3.79%6.31%Q2 2017Q4 20173
WBI INVESTMENTS, LLC 210.04%0.08%0.13%Q3 2018Q1 20203
Sicart Associates LLC 330.03%0.05%0.07%Q3 2019Q1 20203
Smith & Howard Wealth Management, LLC 330.00%0.01%0.01%Q2 2013Q4 20133
Virtue Capital Management, LLC 210.22%0.25%0.29%Q2 2018Q1 20193
FIRST HAWAIIAN BANK 330.00%0.00%0.00%Q3 2018Q1 20193
TRUIST FINANCIAL CORP 220.00%0.01%0.04%Q4 2019Q1 20203
Blue Sky Asset Management, LLC 210.04%0.40%1.10%Q3 2018Q1 20203
WEALTHFRONT Corp 210.00%0.00%0.00%Q2 2014Q3 20153
O'Brien Wealth Partners LLC 330.01%0.02%0.03%Q1 2018Q3 20183
Highlander Capital Management, LLC 330.00%0.00%0.01%Q3 2014Q1 20153
Ionic Capital Management LLC 210.02%0.08%0.19%Q1 2017Q1 20183
Hayden Royal, LLC 330.35%0.51%0.68%Q1 2019Q3 20193
Genesis Wealth Advisors, LLC 330.10%0.12%0.14%Q4 2014Q2 20153
SpiderRock Advisors, LLC 110.00%0.10%0.29%Q1 2017Q3 20233
Regal Wealth Group, Inc. 210.01%0.01%0.02%Q2 2016Q2 20183
Nationwide Fund Advisors 210.00%0.00%0.00%Q1 2015Q3 20163
HUTCHENS INVESTMENT MANAGEMENT INC 330.21%0.27%0.30%Q4 2014Q2 20153
Orca Investment Management, LLC 331.99%2.04%2.11%Q4 2014Q2 20153
KINGDON CAPITAL MANAGEMENT, L.L.C. 330.34%0.69%1.09%Q3 2018Q1 20193
Catalyst Capital Advisors LLC 330.00%0.01%0.03%Q4 2015Q2 20163
SEARLE & CO. 330.01%0.02%0.02%Q4 2014Q2 20153
REGENTATLANTIC CAPITAL LLC 330.03%0.07%0.11%Q4 2014Q2 20153
Burleson & Company, LLC 210.30%2.29%4.11%Q4 2017Q3 20193
LAKE STREET ADVISORS GROUP, LLC 330.01%0.01%0.01%Q4 2017Q2 20183
MANCHESTER FINANCIAL INC 210.01%0.01%0.01%Q2 2019Q1 20203
Taylor Wealth Management Partners 330.00%0.00%0.00%Q1 2015Q3 20153
NICOLET BANKSHARES INC 330.07%0.24%0.35%Q3 2019Q1 20203
TRUEWEALTH LLC 330.01%0.01%0.01%Q2 2018Q4 20183
Glovista Investments LLC 110.44%1.30%1.92%Q2 2017Q2 20193
FIRST TRUST ADVISORS LP 330.00%0.00%0.00%Q1 2016Q3 20163
Koshinski Asset Management, Inc. 330.02%0.03%0.03%Q3 2018Q1 20193
FLPUTNAM INVESTMENT MANAGEMENT CO 330.15%0.18%0.20%Q2 2013Q4 20133
McNamara Financial Services, Inc. 330.21%0.27%0.30%Q4 2014Q2 20153
Lee Financial Co 210.04%0.08%0.11%Q2 2017Q1 20183
Stamos Capital Partners, L.P. 211.01%2.05%2.71%Q2 2019Q1 20203
Parisi Gray Wealth Management 210.06%0.06%0.06%Q4 2018Q4 20193
GARRISON POINT ADVISORS, LLC 330.13%0.13%0.13%Q4 2018Q2 20193
Blackhawk Capital Partners LLC. 330.01%0.03%0.07%Q4 2017Q2 20183
Portfolio Strategies Inc 210.01%0.89%1.37%Q4 2013Q4 20163
Vigilant Capital Management, LLC 110.00%0.00%0.01%Q3 2014Q1 20183
Jane Street Holding, LLC 330.01%0.04%0.07%Q2 2013Q4 20133
ARCADIA INVESTMENT MANAGEMENT CORP/MI 330.00%0.00%0.00%Q4 2015Q2 20163
BRIDGER MANAGEMENT, LLC 330.49%0.90%1.11%Q4 2014Q2 20153
Acorn Wealth Advisors, LLC 220.00%0.00%0.00%Q4 2017Q1 20182
CHESAPEAKE ASSET MANAGEMENT LLC 220.70%1.11%1.52%Q2 2016Q3 20162
Old North State Trust, LLC 220.01%0.01%0.01%Q3 2018Q4 20182
Madison Asset Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
SIGNET FINANCIAL MANAGEMENT, LLC 220.06%0.07%0.09%Q4 2014Q1 20152
&PARTNERS 220.07%0.08%0.10%Q4 2019Q1 20202
Scott & Selber, Inc. 221.91%1.97%2.03%Q2 2016Q3 20162
Parcion Private Wealth LLC 220.03%0.44%0.85%Q4 2019Q1 20202
MCIA Inc 220.02%0.02%0.02%Q2 2017Q3 20172
Grove Bank & Trust 220.00%0.00%0.00%Q4 2015Q1 20162
FNY Investment Advisers, LLC 110.12%0.13%0.14%Q1 2019Q4 20192
TRANSCEND CAPITAL ADVISORS, LLC 220.10%0.17%0.23%Q4 2019Q1 20202
Capital One Investing, Inc. 220.03%0.03%0.03%Q2 2019Q3 20192
MOORE CAPITAL MANAGEMENT, LP 110.33%1.25%2.16%Q4 2017Q4 20192
Julex Capital Management, LLC 220.00%0.04%0.08%Q4 2018Q1 20192
Strategic Capital Alternatives LLC 110.01%0.01%0.01%Q3 2014Q2 20152
Mader & Shannon Wealth Management, Inc. 112.89%6.06%9.22%Q3 2016Q3 20172
TWO SIGMA INVESTMENTS, LP 220.00%0.00%0.00%Q4 2013Q1 20142
STANCORP INVESTMENT ADVISERS INC 220.01%0.01%0.02%Q4 2014Q1 20152
Mechanics Bank Trust Department 220.03%0.03%0.04%Q2 2019Q3 20192
TAM Capital Management Inc. 110.65%3.32%5.99%Q1 2018Q4 20182
Equitable Holdings, Inc. 220.03%0.05%0.07%Q4 2019Q1 20202
PBMares Wealth Management LLC 220.12%0.20%0.28%Q4 2019Q1 20202
Fisher Asset Management, LLC 110.00%0.00%0.00%Q2 2017Q2 20192
TUDOR INVESTMENT CORP ET AL 220.05%0.06%0.06%Q4 2014Q1 20152
StoneX Group Inc. 220.05%0.13%0.21%Q2 2017Q3 20172
JAMES INVESTMENT RESEARCH INC 220.00%0.00%0.00%Q2 2017Q3 20172
Atlantic Union Bankshares Corp 220.07%0.14%0.22%Q4 2019Q1 20202
BAROMETER CAPITAL MANAGEMENT INC. 110.12%2.51%4.90%Q4 2013Q3 20142
IEQ CAPITAL, LLC 220.00%0.02%0.04%Q4 2019Q1 20202
SkyOak Wealth, LLC 220.04%0.04%0.05%Q4 2019Q1 20202
Apollon Wealth Management, LLC 220.95%1.11%1.27%Q4 2019Q1 20202
VALENTINE VENTURES LLC 111.53%1.64%1.76%Q4 2015Q4 20182
HYA Advisors, Inc 220.15%0.22%0.30%Q4 2019Q1 20202
Beirne Wealth Consulting Services, LLC 220.04%0.06%0.09%Q4 2019Q1 20202
Disciplined Investments, LLC 220.15%0.25%0.35%Q4 2019Q1 20202
Brookfield Public Securities Group LLC 220.04%0.09%0.15%Q4 2019Q1 20202
Tourbillon Capital Partners, L.P. 110.66%0.76%0.84%Q1 2014Q3 20152
Phocas Financial Corp. 110.01%0.01%0.01%Q4 2018Q2 20192
Meridian Wealth Advisors, LLC 110.13%0.36%0.59%Q4 2018Q3 20192
Legacy Private Trust Co. 220.16%0.23%0.31%Q4 2016Q1 20172
Beach Investment Management, LLC. 220.58%1.73%2.87%Q2 2013Q3 20132
Traynor Capital Management, Inc. 220.04%0.04%0.04%Q1 2018Q2 20182
Arkadios Wealth Advisors 220.01%0.03%0.04%Q4 2019Q1 20202
NATIXIS ADVISORS, L.P. 110.01%0.03%0.05%Q2 2013Q4 20152
Visionary Wealth Advisors 220.04%0.06%0.09%Q4 2019Q1 20202
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 112.09%3.48%4.87%Q4 2017Q2 20182
CFM WEALTH PARTNERS LLC 220.02%0.03%0.03%Q4 2019Q1 20202
Blackstart Capital LP 220.59%0.88%1.18%Q4 2019Q1 20202
Newfound Research LLC 220.01%0.01%0.01%Q3 2016Q4 20162
Balentine LLC 220.02%0.03%0.04%Q4 2019Q1 20202
ERTS Wealth Advisors, LLC 220.01%0.02%0.02%Q4 2018Q1 20192
PRIVATE ASSET MANAGEMENT INC 220.01%0.02%0.02%Q4 2019Q1 20202
Bruderman Asset Management, LLC 220.00%0.00%0.01%Q1 2018Q2 20182
WHALEROCK POINT PARTNERS, LLC 220.03%0.06%0.09%Q1 2018Q2 20182
TAP Consulting, LLC 111.28%1.31%1.34%Q1 2019Q3 20192
Barrett Asset Management, LLC 220.00%0.00%0.00%Q4 2016Q1 20172
ROCKLAND TRUST CO 110.03%0.04%0.04%Q4 2014Q4 20192
GREAT VALLEY ADVISOR GROUP, INC. 220.36%0.56%0.77%Q4 2018Q1 20192
Procyon Advisors, LLC 220.00%0.00%0.01%Q4 2019Q1 20202
American Institute for Advanced Investment Management, LLP 220.09%0.26%0.43%Q4 2019Q1 20202
Fiduciary Trust Co International of Pennsylvania 220.00%0.00%0.00%Q4 2019Q1 20202
Independent Advisor Alliance 110.07%0.43%0.80%Q1 2017Q4 20192
Cerity Partners LLC 220.02%0.03%0.04%Q4 2019Q1 20202
Employees Retirement System of Texas 220.03%0.03%0.04%Q1 2019Q2 20192
PSI Advisors, LLC 220.13%0.18%0.23%Q4 2019Q1 20202
ELEMENT POINTE ADVISORS, LLC 220.07%0.07%0.08%Q2 2019Q3 20192
PRIO WEALTH LIMITED PARTNERSHIP 110.01%0.01%0.02%Q2 2013Q4 20142
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. 220.01%0.01%0.01%Q2 2013Q3 20132
Winchester Group Inc. 220.19%0.19%0.19%Q2 2013Q3 20132
Baker Avenue Asset Management, LP 220.01%0.01%0.01%Q2 2018Q3 20182
EQUITABLE TRUST CO 220.03%0.05%0.07%Q2 2018Q3 20182
STIFEL NICOLAUS & CO INC \MO\ 220.21%0.22%0.23%Q2 2013Q3 20132
ROCKEFELLER FINANCIAL SERVICES INC 220.01%0.01%0.01%Q2 2013Q3 20132
FIDUCIARY SERVICES CORP/GA 220.12%0.12%0.13%Q4 2014Q1 20152
KELLY LAWRENCE W & ASSOCIATES INC/CA 220.00%0.00%0.00%Q3 2017Q4 20172
Fiera Capital Inc. 220.19%0.20%0.22%Q2 2013Q3 20132
LAKE STREET PRIVATE WEALTH, LLC 220.20%0.64%1.08%Q4 2019Q1 20202
Bank OZK 220.13%0.14%0.15%Q2 2014Q3 20142
Crossmark Global Holdings, Inc. 110.00%0.00%0.00%Q3 2016Q3 20172
Orion Portfolio Solutions, LLC 220.01%0.04%0.07%Q4 2019Q1 20202
Leelyn Smith, LLC 220.03%0.05%0.08%Q4 2019Q1 20202
ALBION FINANCIAL GROUP /UT 220.01%0.01%0.01%Q4 2019Q1 20202
BANK OF HAWAII 220.35%0.38%0.40%Q2 2016Q3 20162
DRW Securities, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
SteelBridge Private Wealth Advisors LLC 220.28%0.91%1.54%Q2 2017Q3 20172
DT Investment Partners, LLC 223.51%3.70%3.89%Q3 2014Q4 20142
Carmichael Hill & Associates, Inc. 220.04%0.05%0.07%Q4 2019Q1 20202
Fondren Management LP 111.09%1.16%1.24%Q2 2018Q1 20202
BALLAST ADVISORS LLC 220.17%0.28%0.39%Q4 2019Q1 20202
BALYASNY ASSET MANAGEMENT L.P. 110.01%0.02%0.02%Q3 2015Q1 20202
NAPLES GLOBAL ADVISORS, LLC 220.05%0.07%0.08%Q4 2018Q1 20192
Winch Advisory Services, LLC 220.00%0.00%0.01%Q1 2019Q2 20192
McAdam, LLC 110.00%0.01%0.02%Q1 2018Q3 20182
Birch Capital Management, LLC 220.08%0.16%0.24%Q4 2019Q1 20202
EVERETT HARRIS & CO /CA/ 220.00%0.00%0.00%Q1 2018Q2 20182
J. Goldman & Co LP 110.08%0.22%0.36%Q4 2019Q4 20192
Clearstead Trust, LLC 220.02%0.02%0.02%Q4 2016Q1 20172
Sculati Wealth Management, LLC 220.26%0.35%0.44%Q4 2019Q1 20202
Shoker Investment Counsel, Inc. 110.09%0.14%0.19%Q4 2015Q4 20182
CONNING INC. 110.05%0.14%0.22%Q2 2017Q4 20182
NWAM LLC 220.45%0.56%0.66%Q2 2017Q3 20172
Intrinsic Edge Capital Management LLC 220.13%0.22%0.32%Q4 2019Q1 20202
Glassman Wealth Services 110.00%0.00%0.00%Q4 2016Q1 20202
Braun-Bostich & Associates Inc. 220.00%0.01%0.01%Q4 2019Q1 20202
Corbenic Partners LLC 220.01%0.06%0.11%Q4 2019Q1 20202
Heritage Wealth Advisors 220.00%0.00%0.00%Q4 2019Q1 20202
Pegasus Partners Ltd. 220.10%0.10%0.11%Q3 2015Q4 20152
Invenomic Capital Management LP 220.00%0.00%0.00%Q4 2019Q1 20202
Heartwood Wealth Advisors LLC 220.04%0.06%0.09%Q4 2019Q1 20202
PEAK6 Investments LLC 110.00%0.00%0.00%Q1 2020Q1 20202
1776 Wealth LLC 220.03%0.04%0.06%Q4 2019Q1 20202
Bryn Mawr Capital Management, LLC 220.17%0.19%0.21%Q3 2017Q4 20172
Ranch Capital Advisors Inc. 220.05%0.07%0.09%Q4 2019Q1 20202
Wealth Alliance 221.66%1.86%2.05%Q4 2019Q1 20202
S.A. Mason LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Kamunting Street Capital Management, L.P. 220.52%0.59%0.66%Q4 2019Q1 20202
Powell Investment Advisors, LLC 220.42%0.49%0.57%Q4 2019Q1 20202
HORIZON BANCORP INC /IN/ 220.00%0.00%0.00%Q4 2019Q1 20202
Aspire Private Capital, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
American Financial Network Advisory Services LLC 220.01%0.01%0.01%Q3 2017Q4 20172
Benchmark Wealth Management, LLC 220.05%0.08%0.11%Q4 2019Q1 20202
ATTICUS WEALTH MANAGEMENT, LLC 220.03%0.03%0.04%Q4 2019Q1 20202
Blueshift Asset Management, LLC 220.02%0.06%0.10%Q4 2018Q1 20192
VAUGHAN & Co SECURITIES, INC. 220.00%0.00%0.00%Q4 2019Q1 20202
Aravt Global 222.59%3.61%4.62%Q1 2016Q2 20162
CLOVIS CAPITAL MANAGEMENT LP 110.01%1.18%2.36%Q4 2015Q4 20152
Verdence Capital Advisors LLC 110.03%0.04%0.05%Q4 2017Q2 20182
Bristol Advisors, LLC 110.00%3.38%6.76%Q3 2018Q3 20182
Summit Financial, LLC 110.02%0.03%0.04%Q1 2019Q4 20192
RiverFront Investment Group, LLC 220.01%0.01%0.02%Q1 2013Q2 20132
Resonant Capital Advisors, LLC 220.02%0.05%0.08%Q4 2019Q1 20202
BBVA USA Bancshares, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
Austin Private Wealth, LLC 220.02%0.10%0.18%Q4 2019Q1 20202
Investors Financial Group, LLC 220.58%0.91%1.23%Q4 2019Q1 20202
Spouting Rock Asset Management, LLC 220.18%0.25%0.32%Q4 2019Q1 20202
OptiFour Integrated Wealth Management, LLC 220.78%0.82%0.87%Q4 2017Q1 20182
SG3 Management, LLC 220.05%0.06%0.07%Q1 2019Q2 20192
RWA WEALTH PARTNERS, LLC 220.02%0.45%0.88%Q1 2017Q2 20172
Clear Harbor Asset Management, LLC 110.01%0.05%0.10%Q4 2017Q4 20192
ICONIQ Capital, LLC 220.06%0.10%0.13%Q3 2015Q4 20152
Tributary Capital Management, LLC 220.10%0.11%0.12%Q2 2013Q3 20132
Homrich & Berg 220.02%0.02%0.02%Q2 2015Q3 20152
Cannell & Co. 220.01%0.01%0.01%Q3 2015Q4 20152
Argent Advisors, Inc. 221.22%1.60%1.97%Q4 2019Q1 20202
PROFFITT & GOODSON INC 220.01%0.02%0.02%Q4 2019Q1 20202
Americana Partners, LLC 220.05%0.06%0.07%Q4 2019Q1 20202
ALPINE WOODS CAPITAL INVESTORS, LLC 220.08%0.08%0.08%Q4 2017Q1 20182
RESOURCES MANAGEMENT CORP /CT/ /ADV 220.00%0.00%0.00%Q3 2018Q4 20182
Beacon Financial Advisory LLC 220.05%0.06%0.08%Q4 2019Q1 20202
JBJ Investment Partners, LLC 110.00%0.27%0.53%Q1 2019Q1 20202
Mayfair Advisory Group, LLC 220.16%0.24%0.32%Q4 2019Q1 20202
LifeSteps Financial, Inc. 220.08%0.14%0.20%Q4 2019Q1 20202
Laurion Capital Management LP 110.00%0.00%0.01%Q3 2017Q2 20182
Johnson Financial Group, Inc. 220.00%0.00%0.00%Q4 2017Q1 20182
Altium Wealth Management LLC 220.01%0.01%0.02%Q4 2019Q1 20202
Ballentine Partners, LLC 220.01%0.01%0.02%Q3 2017Q4 20172
Eudaimonia Partners, LLC 220.01%0.02%0.03%Q4 2019Q1 20202
Horrell Capital Management, Inc. 220.00%0.00%0.00%Q4 2014Q1 20152
Pinnacle Holdings, LLC 110.00%0.00%0.00%Q2 2016Q4 20162
VERUS CAPITAL PARTNERS, LLC 220.04%0.07%0.10%Q4 2019Q1 20202
NewDay Solutions, LLC 220.17%0.22%0.28%Q3 2019Q4 20192
MOODY NATIONAL BANK TRUST DIVISION 220.00%0.00%0.00%Q4 2018Q1 20192
MARSHALL WACE, LLP 110.00%0.00%0.01%Q3 2019Q1 20202
ADVISORY RESEARCH INC 110.01%0.07%0.13%Q4 2015Q4 20182
Live Your Vision, LLC 110.00%0.01%0.02%Q3 2015Q2 20182
Weil Company, Inc. 110.01%0.07%0.14%Q4 2018Q3 20192
Samalin Investment Counsel, LLC 220.85%0.95%1.05%Q4 2019Q1 20202
FIRST NATIONAL TRUST CO 110.01%0.02%0.02%Q1 2017Q1 20182
J.Safra Asset Management Corp 220.13%0.21%0.29%Q1 2016Q2 20162
Lebenthal Asset Management, LLC 220.00%0.01%0.02%Q2 2016Q3 20162
LNZ Capital LP 220.35%3.76%7.17%Q4 2015Q1 20162
Sugarloaf Wealth Management, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
Sunflower Bank, N.A. 220.02%0.02%0.02%Q4 2020Q1 20212
SHINE INVESTMENT ADVISORY SERVICES INC 220.00%0.00%0.00%Q4 2018Q1 20192
DOCK STREET ASSET MANAGEMENT INC 223.32%4.29%5.26%Q2 2013Q3 20132
EPG Wealth Management LLC 220.05%0.06%0.06%Q4 2019Q1 20202
HIGHLAND CAPITAL MANAGEMENT LP 220.10%0.11%0.13%Q2 2016Q3 20162
Financial Insights, Inc. 220.09%0.09%0.09%Q2 2019Q3 20192
Napier Park Global Capital (US) LP 2212.99%14.46%15.93%Q2 2017Q3 20172
TOWER TRUST Co 220.13%0.14%0.15%Q2 2013Q3 20132
LUMINUS MANAGEMENT LLC 110.04%0.09%0.14%Q3 2017Q1 20182
ISLAY CAPITAL MANAGEMENT, LLC 220.21%0.29%0.36%Q4 2019Q1 20202
Kovitz Investment Group Partners, LLC 220.03%0.04%0.05%Q4 2019Q1 20202
Wealth Quarterback LLC 220.01%0.01%0.01%Q4 2019Q1 20202
BANQUE PICTET & CIE SA 220.01%0.01%0.01%Q4 2013Q1 20142
Aurora Private Wealth, Inc. 220.04%0.05%0.05%Q4 2019Q1 20202
Laird Norton Wetherby Wealth Management, LLC 220.10%0.12%0.13%Q4 2019Q1 20202
Banque Cantonale Vaudoise 220.01%0.01%0.01%Q4 2019Q1 20202
TRUST DEPARTMENT MB FINANCIAL BANK N A 110.00%0.00%0.00%Q3 2013Q1 20172
Weiss Multi-Strategy Advisers LLC 110.04%0.14%0.23%Q3 2014Q4 20172
Apollo Management Holdings, L.P. 220.01%0.01%0.01%Q4 2018Q1 20192
HNP Capital LLC 110.04%0.04%0.04%Q1 2020Q1 20201
Beaumont Financial Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
Centric Wealth Management 110.25%0.25%0.25%Q4 2018Q4 20181
Pennant Investors, LP 114.56%4.56%4.56%Q4 2019Q4 20191
MONTAG A & ASSOCIATES INC 110.01%0.01%0.01%Q1 2020Q1 20201
Centenus Global Management, LP 110.46%0.46%0.46%Q4 2019Q4 20191
Trexquant Investment LP 110.15%0.15%0.15%Q1 2020Q1 20201
Community Capital Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
FNY Partners Fund LP 110.00%0.00%0.00%Q1 2017Q1 20171
Leisure Capital Management 114.84%4.84%4.84%Q4 2015Q4 20151
Sargent Bickham Lagudis LLC 110.00%0.00%0.00%Q1 2020Q1 20201
9258 Wealth Management, LLC 110.04%0.04%0.04%Q1 2020Q1 20201
WILLIAMS JONES & ASSOCIATES LLC 110.00%0.00%0.00%Q1 2018Q1 20181
Cynosure Group, LLC 110.14%0.14%0.14%Q1 2020Q1 20201
Annex Advisory Services, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 110.32%0.32%0.32%Q4 2019Q4 20191
KING LUTHER CAPITAL MANAGEMENT CORP 110.00%0.00%0.00%Q1 2016Q1 20161
Jackson Financial Management 111.88%1.88%1.88%Q4 2019Q4 20191
Souders Financial Advisors 110.03%0.03%0.03%Q1 2020Q1 20201
Truvestments Capital LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Keebeck Wealth Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Fusion Capital, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
Telemus Investment Management, LLC 110.12%0.12%0.12%Q2 2013Q2 20131
DELTEC ASSET MANAGEMENT LLC 110.09%0.09%0.09%Q4 2019Q4 20191
EDGE ASSET MANAGEMENT, INC 110.13%0.13%0.13%Q1 2015Q1 20151
WEXFORD CAPITAL LP 110.06%0.06%0.06%Q3 2015Q3 20151
Benson Investment Management Company, Inc. 111.88%1.88%1.88%Q4 2017Q4 20171
Glen Point Capital LLP 117.93%7.93%7.93%Q1 2017Q1 20171
TORONTO DOMINION BANK 110.02%0.02%0.02%Q1 2020Q1 20201
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 110.05%0.05%0.05%Q1 2020Q1 20201
Sumitomo Mitsui Trust Holdings, Inc. 110.01%0.01%0.01%Q1 2020Q1 20201
MARK SHEPTOFF FINANCIAL PLANNING, LLC 110.01%0.01%0.01%Q1 2014Q1 20141
BRANDYWINE OAK PRIVATE WEALTH LLC 110.00%0.00%0.00%Q4 2018Q4 20181
VILLERE ST DENIS J & CO LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Bridgewater Wealth & Financial Management, LLC 110.11%0.11%0.11%Q4 2014Q4 20141
MITCHELL SINKLER & STARR/PA 110.05%0.05%0.05%Q2 2013Q2 20131
QP WEALTH MANAGEMENT, LLC 110.12%0.12%0.12%Q4 2019Q4 20191
FORTEM FINANCIAL GROUP, LLC 110.08%0.08%0.08%Q1 2020Q1 20201
Braver Wealth Management, LLC 111.04%1.04%1.04%Q4 2016Q4 20161
Threshold Group LLC 115.12%5.12%5.12%Q4 2015Q4 20151
PACIFIC SUN FINANCIAL CORP 110.12%0.12%0.12%Q4 2017Q4 20171
SCHRODER INVESTMENT MANAGEMENT GROUP 110.00%0.00%0.00%Q2 2017Q2 20171
HARBOR INVESTMENT ADVISORY, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q4 2013Q4 20131
CHILTON INVESTMENT CO INC. 110.01%0.01%0.01%Q2 2019Q2 20191
TAURUS ASSET MANAGEMENT, LLC 110.04%0.04%0.04%Q2 2013Q2 20131
Covenant Partners, LLC 110.36%0.36%0.36%Q1 2020Q1 20201
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 110.02%0.02%0.02%Q1 2017Q1 20171
Teilinger Capital Ltd. 114.73%4.73%4.73%Q4 2019Q4 20191
CENTRAL BANK & TRUST CO 110.03%0.03%0.03%Q4 2014Q4 20141
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 110.06%0.06%0.06%Q1 2020Q1 20201
FIRST INTERSTATE BANK 110.00%0.00%0.00%Q2 2017Q2 20171
Edmonds Duncan Registered Investment Advisors, LLC 110.08%0.08%0.08%Q4 2015Q4 20151
FIRST NEW YORK SECURITIES LLC /NY 110.02%0.02%0.02%Q4 2015Q4 20151
EATON VANCE MANAGEMENT 110.00%0.00%0.00%Q1 2020Q1 20201
KWMG, LLC 111.25%1.25%1.25%Q4 2014Q4 20141
Delphi Private Advisors LLC 110.20%0.20%0.20%Q4 2017Q4 20171
Savant Capital, LLC 110.03%0.03%0.03%Q1 2020Q1 20201
IAG Wealth Partners, LLC 110.02%0.02%0.02%Q4 2019Q4 20191
SECURITY NATIONAL BANK OF SO DAK 110.05%0.05%0.05%Q1 2020Q1 20201
Archer Capital Management, L.P. 114.37%4.37%4.37%Q2 2013Q2 20131
FLOW TRADERS U.S. LLC 110.02%0.02%0.02%Q3 2013Q3 20131
Wealthspire Advisors, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Lindbrook Capital, LLC 110.01%0.01%0.01%Q2 2019Q2 20191
WESPAC Advisors SoCal, LLC 110.04%0.04%0.04%Q4 2015Q4 20151
D. E. Shaw & Co., Inc. 110.00%0.00%0.00%Q1 2019Q1 20191
CONDOR CAPITAL MANAGEMENT 110.06%0.06%0.06%Q1 2020Q1 20201
Chapwood Capital Investment Management, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
Sageworth Trust Co 112.50%2.50%2.50%Q1 2020Q1 20201
MAI Capital Management 110.02%0.02%0.02%Q3 2014Q3 20141
JONES FINANCIAL COMPANIES LLLP 110.00%0.00%0.00%Q4 2016Q4 20161
Davis Capital Management 110.01%0.01%0.01%Q1 2020Q1 20201
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Beacon Capital Management, Inc. 110.00%0.00%0.00%Q2 2019Q2 20191
First Allied Asset Management, Inc. 110.03%0.03%0.03%Q2 2013Q2 20131
EP Wealth Advisors, LLC 110.12%0.12%0.12%Q1 2018Q1 20181
Westshore Wealth, LLC 110.10%0.10%0.10%Q4 2019Q4 20191
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Harvest Investment Services, LLC 110.06%0.06%0.06%Q2 2019Q2 20191
Columbus Hill Capital Management, L.P. 110.07%0.07%0.07%Q4 2017Q4 20171
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
UBS ASSET MANAGEMENT AMERICAS INC 110.00%0.00%0.00%Q4 2016Q4 20161
Tuttle Capital Management, LLC 110.48%0.48%0.48%Q3 2016Q3 20161
CMH Wealth Management LLC 113.45%3.45%3.45%Q1 2017Q1 20171
Gryphon Financial Partners LLC 110.00%0.00%0.00%Q2 2018Q2 20181
BEACONLIGHT CAPITAL, LLC 115.87%5.87%5.87%Q4 2015Q4 20151
Graticule Asia Macro Advisors LLC 112.17%2.17%2.17%Q3 2019Q3 20191
PRECEPT MANAGEMENT LLC 110.82%0.82%0.82%Q4 2019Q4 20191
Trutina Financial LLC 110.01%0.01%0.01%Q1 2014Q1 20141
CQS (US), LLC 110.25%0.25%0.25%Q4 2019Q4 20191
CAPITAL ONE FINANCIAL CORP 110.02%0.02%0.02%Q1 2020Q1 20201
Premia Global Advisors, LLC 110.28%0.28%0.28%Q3 2019Q3 20191
Hudson Capital Management LLC 110.13%0.13%0.13%Q4 2017Q4 20171
BRIGHTON JONES LLC 110.01%0.01%0.01%Q4 2019Q4 20191
EVOKE WEALTH, LLC 110.00%0.00%0.00%Q3 2019Q3 20191
First Personal Financial Services 110.01%0.01%0.01%Q4 2015Q4 20151
Parkwood LLC 110.20%0.20%0.20%Q2 2015Q2 20151
Indie Asset Partners, LLC 110.14%0.14%0.14%Q4 2019Q4 20191
ADVISOR CONSULTANT NETWORK INC 110.86%0.86%0.86%Q3 2016Q3 20161
Affinity Capital Advisors, LLC 110.06%0.06%0.06%Q4 2019Q4 20191
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 110.09%0.09%0.09%Q1 2020Q1 20201
Mariner Wealth Advisors-NYC, LLC 117.35%7.35%7.35%Q1 2015Q1 20151
1832 Asset Management L.P. 110.03%0.03%0.03%Q4 2016Q4 20161
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP 110.06%0.06%0.06%Q2 2018Q2 20181
RUSHMORE INVESTMENT ADVISORS, INC. 110.09%0.09%0.09%Q2 2013Q2 20131
Gary Goldberg Planning Services Inc 110.01%0.01%0.01%Q4 2014Q4 20141
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Brookstone Capital Management 110.00%0.00%0.00%Q2 2015Q2 20151
New World Advisors LLC 110.00%0.00%0.00%Q1 2019Q1 20191
US GLOBAL INVESTORS FUNDS 110.04%0.04%0.04%Q4 2013Q4 20131
COMERICA SECURITIES,INC. 110.01%0.01%0.01%Q3 2019Q3 20191
Q3 Asset Management 113.76%3.76%3.76%Q3 2018Q3 20181
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV 110.14%0.14%0.14%Q4 2019Q4 20191
Rosenberg Matthew Hamilton 110.09%0.09%0.09%Q1 2020Q1 20201
ASPIRIANT, LLC 110.01%0.01%0.01%Q1 2017Q1 20171
FIRST BUSINESS FINANCIAL SERVICES, INC. 110.04%0.04%0.04%Q4 2018Q4 20181
WealthTrust Fairport, LLC 110.00%0.00%0.00%Q3 2018Q3 20181
RPTC Inc. 110.32%0.32%0.32%Q3 2017Q3 20171
Planning Solutions Group LLC 110.06%0.06%0.06%Q2 2019Q2 20191
Capital Wealth Alliance, LLC 110.03%0.03%0.03%Q4 2019Q4 20191
FEDERATED HERMES, INC. 110.00%0.00%0.00%Q1 2015Q1 20151
Morris Capital Advisors, LLC 110.12%0.12%0.12%Q2 2017Q2 20171
Longbow Capital Partners, L.P. 114.34%4.34%4.34%Q4 2015Q4 20151
Blue Chip Partners, LLC 110.43%0.43%0.43%Q3 2015Q3 20151
OppenheimerFunds, Inc. 110.00%0.00%0.00%Q2 2015Q2 20151
Cornerstone Advisors, Inc. 110.08%0.08%0.08%Q1 2016Q1 20161
Aristides Capital LLC 110.82%0.82%0.82%Q1 2020Q1 20201
Cottage Street Advisors LLC 110.03%0.03%0.03%Q1 2020Q1 20201
SIMMONS FIRST TRUST CO NA 110.22%0.22%0.22%Q4 2015Q4 20151
Belmont Global Advisors, Inc. 110.52%0.52%0.52%Q2 2015Q2 20151
GIRARD PARTNERS LTD. 110.00%0.00%0.00%Q3 2018Q3 20181
FIRST CITIZENS BANK & TRUST CO 110.01%0.01%0.01%Q2 2015Q2 20151
MPI INVESTMENT MANAGEMENT, INC. 111.61%1.61%1.61%Q4 2017Q4 20171
Allegis Investment Advisors, LLC 110.01%0.01%0.01%Q4 2015Q4 20151
WESTFIELD CAPITAL MANAGEMENT CO LP 110.01%0.01%0.01%Q4 2017Q4 20171
Geneva Partners, LLC 110.08%0.08%0.08%Q1 2019Q1 20191
Clearstead Advisors, LLC 110.03%0.03%0.03%Q2 2017Q2 20171
6 Meridian 110.28%0.28%0.28%Q4 2018Q4 20181
Fund Evaluation Group, LLC 110.13%0.13%0.13%Q4 2019Q4 20191
Schneider Downs Wealth Management Advisors, LP 110.68%0.68%0.68%Q4 2015Q4 20151
SADOFF INVESTMENT MANAGEMENT LLC 110.01%0.01%0.01%Q2 2018Q2 20181
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Graypoint LLC 110.01%0.01%0.01%Q1 2020Q1 20201
RONALD BLUE & CO LLC 110.03%0.03%0.03%Q2 2015Q2 20151
Arbor Wealth Management, LLC 110.00%0.00%0.00%Q2 2019Q2 20191
Maltin Wealth Management, Inc. 110.17%0.17%0.17%Q4 2019Q4 20191
CONTINENTAL ADVISORS LLC 110.13%0.13%0.13%Q1 2020Q1 20201
Garrett Wealth Advisory Group, LLC 110.01%0.01%0.01%Q3 2019Q3 20191
Harfst & Associates, Inc. 110.04%0.04%0.04%Q2 2015Q2 20151
Pacific Grove Capital LP 110.12%0.12%0.12%Q3 2016Q3 20161
FIRST HORIZON CORP 110.52%0.52%0.52%Q2 2013Q2 20131
JANA PARTNERS LLC 110.05%0.05%0.05%Q4 2017Q4 20171
BlackRock Institutional Trust Company, N.A. 110.00%0.00%0.00%Q3 2015Q3 20151
Integrated Advisors Network LLC 110.06%0.06%0.06%Q4 2019Q4 20191
Farmstead Capital Management, LLC 1114.12%14.12%14.12%Q4 2015Q4 20151
Electron Capital Partners, LLC 114.10%4.10%4.10%Q4 2019Q4 20191
ISTHMUS PARTNERS, LLC 110.00%0.00%0.00%Q4 2014Q4 20141
CABANA LLC 110.04%0.04%0.04%Q4 2017Q4 20171
DISCOVERY CAPITAL MANAGEMENT, LLC / CT 110.32%0.32%0.32%Q2 2018Q2 20181
Segantii Capital Management Ltd 110.20%0.20%0.20%Q2 2019Q2 20191
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 110.38%0.38%0.38%Q1 2020Q1 20201
RP Investment Advisors LP 110.89%0.89%0.89%Q4 2019Q4 20191
FIDUCIARY TRUST INTERNATIONAL LLC 110.05%0.05%0.05%Q3 2017Q3 20171
J.W. COLE ADVISORS, INC. 110.12%0.12%0.12%Q4 2019Q4 20191
IMC-Chicago, LLC 110.02%0.02%0.02%Q1 2019Q1 20191
Trilogy Capital Inc. 110.00%0.00%0.00%Q1 2018Q1 20181
TLP GROUP LLC 110.30%0.30%0.30%Q1 2016Q1 20161
Lebenthal Holdings,LLC 110.02%0.02%0.02%Q2 2016Q2 20161
Forward Management, LLC 110.30%0.30%0.30%Q1 2018Q1 20181
ARROW FINANCIAL CORP 110.00%0.00%0.00%Q2 2013Q2 20131
GLG INC. 110.23%0.23%0.23%Q2 2013Q2 20131
FBR & Co. 116.52%6.52%6.52%Q2 2013Q2 20131
DWM Financial Group, Inc. 112.03%2.03%2.03%Q4 2019Q4 20191
STUYVESANT CAPITAL MANAGEMENT 110.79%0.79%0.79%Q2 2013Q2 20131
Ellevest, Inc. 110.00%0.00%0.00%Q1 2020Q1 20201
Columbia Pacific Advisors, LLC 110.26%0.26%0.26%Q3 2015Q3 20151
HOWARD WEALTH MANAGEMENT, LLC 110.16%0.16%0.16%Q4 2019Q4 20191
Arcus Capital Partners, LLC 110.02%0.02%0.02%Q1 2020Q1 20201
SNS Financial Group, LLC 110.02%0.02%0.02%Q4 2018Q4 20181
Main Management LLC 110.00%0.00%0.00%Q4 2019Q4 20191
OTA Financial Group L.P. 110.77%0.77%0.77%Q2 2013Q2 20131
CADENCE BANK NA 110.16%0.16%0.16%Q2 2013Q2 20131
QUANTRES ASSET MANAGEMENT Ltd 110.13%0.13%0.13%Q2 2016Q2 20161
Nicholas Hoffman & Company, LLC. 110.06%0.06%0.06%Q3 2017Q3 20171
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Column Capital Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Brand Asset Management Group, Inc. 110.02%0.02%0.02%Q3 2018Q3 20181
INTREPID CAPITAL MANAGEMENT INC 110.08%0.08%0.08%Q4 2019Q4 20191
Key FInancial Inc 110.00%0.00%0.00%Q1 2020Q1 20201
SOUTHPORT MANAGEMENT, L.L.C. 110.63%0.63%0.63%Q3 2015Q3 20151
HBW ADVISORY SERVICES LLC 110.10%0.10%0.10%Q1 2021Q1 20211
GODSEY & GIBB, INC 110.00%0.00%0.00%Q4 2018Q4 20181
Wealthstar Advisors, LLC 110.07%0.07%0.07%Q4 2019Q4 20191
Grassi Investment Management 110.06%0.06%0.06%Q1 2019Q1 20191
WFA of San Diego, LLC 110.09%0.09%0.09%Q2 2020Q2 20201
Opes Wealth Management LLC 110.96%0.96%0.96%Q1 2020Q1 20201
MKP Capital Management, L.L.C. 111.21%1.21%1.21%Q4 2019Q4 20191
Crawford Lake Capital Management, LLC 112.31%2.31%2.31%Q4 2017Q4 20171
Venture Visionary Partners LLC 110.06%0.06%0.06%Q1 2020Q1 20201
GoldenTree Asset Management 111.13%1.13%1.13%Q3 2019Q3 20191
Alpine Group USVI, LLC 110.33%0.33%0.33%Q2 2017Q2 20171
Weiss Asset Management LP 110.45%0.45%0.45%Q2 2018Q2 20181
Sound Point Capital Management, LP 115.40%5.40%5.40%Q1 2020Q1 20201
Corient Capital Partners, LLC 110.06%0.06%0.06%Q4 2017Q4 20171
Castle Hook Partners LP 112.86%2.86%2.86%Q2 2017Q2 20171
W.G. Shaheen & Associates DBA Whitney & Co 110.00%0.00%0.00%Q1 2018Q1 20181
Signature Wealth Management Group 110.00%0.00%0.00%Q4 2017Q4 20171
Nalls Sherbakoff Group, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
SOLARIS ASSET MANAGEMENT LLC 110.02%0.02%0.02%Q4 2014Q4 20141
KILEY JUERGENS WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2018Q3 20181
Clearline Capital LP 110.09%0.09%0.09%Q4 2017Q4 20171
APPLETON PARTNERS INC/MA 110.24%0.24%0.24%Q3 2013Q3 20131
GeoWealth Management, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
Reitz Capital Advisors LLC 110.13%0.13%0.13%Q4 2018Q4 20181
Capital Investment Advisors, LLC 110.00%0.00%0.00%Q2 2016Q2 20161
C.V. Starr & Co., Inc. Trust 110.47%0.47%0.47%Q4 2017Q4 20171
Arden Trust Co 110.00%0.00%0.00%Q1 2020Q1 20201
MATHER GROUP, LLC. 114.21%4.21%4.21%Q4 2014Q4 20141
MADISON INVESTMENT HOLDINGS INC 110.00%0.00%0.00%Q3 2019Q3 20191
Avion Wealth 110.00%0.00%0.00%Q1 2020Q1 20201
Permanens Capital L.P. 110.62%0.62%0.62%Q4 2017Q4 20171
CIBC BANK USA 110.03%0.03%0.03%Q2 2017Q2 20171
Allen Capital Group, LLC 110.06%0.06%0.06%Q3 2019Q3 20191
OSAIC HOLDINGS, INC. 110.02%0.02%0.02%Q1 2020Q1 20201
BT Wealth Management LLC 110.14%0.14%0.14%Q4 2018Q4 20181
First City Capital Management, Inc. 110.00%0.00%0.00%Q1 2016Q1 20161
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 110.01%0.01%0.01%Q1 2020Q1 20201
Arosa Capital Management LP 112.90%2.90%2.90%Q4 2017Q4 20171
Highland Private Wealth Management 110.27%0.27%0.27%Q1 2018Q1 20181
Ameraudi Asset Management, Inc. 110.12%0.12%0.12%Q4 2019Q4 20191
Financial Gravity Companies, Inc. 110.01%0.01%0.01%Q4 2018Q4 20181
Meridian Wealth Management, LLC 110.12%0.12%0.12%Q1 2020Q1 20201
Appaloosa Management 111.42%1.42%1.42%Q4 2015Q4 20151
Shorepoint Capital Partners LLC 112.05%2.05%2.05%Q4 2019Q4 20191
Man Group plc 110.00%0.00%0.00%Q3 2018Q3 20181
WealthOne, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Starfire Investment Advisers, Inc. 112.89%2.89%2.89%Q4 2017Q4 20171
Waterloo Capital, L.P. 110.08%0.08%0.08%Q1 2020Q1 20201
FIRST FINANCIAL EQUITY CORPORATION 110.71%0.71%0.71%Q1 2017Q1 20171
Wakefield Asset Management LLLP 110.61%0.61%0.61%Q4 2019Q4 20191
Hochman Cole Investment Advisors, Inc. 110.12%0.12%0.12%Q3 2019Q3 20191
Perennial Investment Advisors, LLC 110.08%0.08%0.08%Q4 2019Q4 20191
Port Capital LLC 110.02%0.02%0.02%Q4 2017Q4 20171
Castleview Partners, LLC 110.12%0.12%0.12%Q1 2018Q1 20181
Sovarnum Capital L.P. 110.18%0.18%0.18%Q1 2018Q1 20181
Manning & Napier Group, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
BRIDGES INVESTMENT MANAGEMENT INC 110.01%0.01%0.01%Q2 2018Q2 20181
Laidlaw Wealth Management LLC 110.03%0.03%0.03%Q1 2020Q1 20201
Summit Trail Advisors, LLC 110.01%0.01%0.01%Q4 2017Q4 20171
Exeter Financial, LLC 110.35%0.35%0.35%Q4 2017Q4 20171
FIRST FINANCIAL CORP /IN/ 110.01%0.01%0.01%Q2 2015Q2 20151
Colorado Capital Management, Inc. 110.83%0.83%0.83%Q4 2015Q4 20151
MSD Partners, L.P. 110.01%0.01%0.01%Q4 2017Q4 20171
Pasadena Private Wealth, LLC 110.31%0.31%0.31%Q4 2019Q4 20191
LAKEWOOD CAPITAL MANAGEMENT, LP 110.22%0.22%0.22%Q4 2015Q4 20151
FNY Managed Accounts LLC 110.13%0.13%0.13%Q1 2018Q1 20181
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.01%0.01%0.01%Q4 2019Q4 20191
FIRST MERCANTILE TRUST CO 110.00%0.00%0.00%Q2 2013Q2 20131
Trinity Legacy Partners, LLC 110.22%0.22%0.22%Q4 2018Q4 20181
LS Investment Advisors, LLC 110.00%0.00%0.00%Q1 2020Q1 20201
Salient Private Client, LLC 110.05%0.05%0.05%Q4 2017Q4 20171
Meridian Wealth Partners, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Nuveen Asset Management, LLC 110.00%0.00%0.00%Q4 2016Q4 20161
Horan Securities, Inc. 110.01%0.01%0.01%Q2 2019Q2 20191
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Valeo Financial Advisors, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Arlington Partners LLC 110.05%0.05%0.05%Q1 2020Q1 20201
JHL Capital Group LLC 110.22%0.22%0.22%Q1 2018Q1 20181
ETRADE Capital Management LLC 110.00%0.00%0.00%Q3 2013Q3 20131
Franklin, Parlapiano, Turner & Welch, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
ROBERTSON STEPHENS ADVISORS LLC 110.53%0.53%0.53%Q1 2017Q1 20171
WEALTHCARE CAPITAL MANAGEMENT LLC 110.22%0.22%0.22%Q1 2015Q1 20151
TRAIN BABCOCK ADVISORS LLC 111.95%1.95%1.95%Q4 2017Q4 20171
GRIMES & COMPANY, INC. 110.09%0.09%0.09%Q4 2017Q4 20171
Harvest Fund Advisors LLC 110.01%0.01%0.01%Q4 2013Q4 20131
Stratford Consulting, LLC 110.08%0.08%0.08%Q3 2015Q3 20151
Wilks Brothers, LLC 111.55%1.55%1.55%Q2 2018Q2 20181
External links

This page lists all the filers that currently own ALPS ETF TR or have owned ALPS ETF TR in the past.