ISHARES GOLD TRUST shareholder history

Current and past ISHARES GOLD TRUST shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
CITIGROUP INC 32320.00%0.01%0.11%Q2 2013Q1 202194
BARCLAYS PLC 32320.00%0.00%0.00%Q2 2013Q1 202186
SUSQUEHANNA INTERNATIONAL GROUP, LLP 1120.00%0.00%0.01%Q2 2013Q1 202161
HUNTINGTON NATIONAL BANK 59590.00%0.14%0.90%Q1 2009Q3 202360
GOLDMAN SACHS GROUP INC 2040.00%0.00%0.01%Q1 2012Q1 202151
Goldstein Munger & Associates 46463.46%5.34%8.06%Q4 2009Q1 202146
BANK OF AMERICA CORP /DE/ 32320.00%0.06%0.21%Q2 2013Q1 202146
Citadel Advisors 1080.00%0.00%0.01%Q1 2014Q1 202145
Arbor Investment Advisors, LLC 43430.05%0.15%0.35%Q4 2010Q2 202143
Cutler Group LLC / CA 1280.00%0.02%0.38%Q4 2015Q1 202143
VALICENTI ADVISORY SERVICES INC 42420.10%0.24%1.21%Q2 2013Q3 202342
Mirae Asset Global Investments Co., Ltd. 3210.01%0.12%0.84%Q4 2008Q1 202142
MUFG Americas Holdings Corp 42420.00%0.19%0.92%Q4 2010Q1 202142
Walleye Trading LLC 1810.00%0.01%0.16%Q2 2013Q1 202041
Parallax Volatility Advisers, L.P. 2220.00%0.00%0.00%Q2 2013Q1 202139
UBS Group AG 26260.00%0.05%0.22%Q4 2014Q1 202136
First Horizon Advisors, Inc. 21150.00%0.01%0.05%Q1 2012Q1 202136
ICONIQ Capital, LLC 3410.02%3.83%12.73%Q1 2013Q4 202135
KEYBANK NATIONAL ASSOCIATION/OH 34340.01%0.03%0.21%Q4 2012Q1 202134
PHILLIPS FINANCIAL MANAGEMENT, LLC 34340.06%0.09%0.12%Q2 2013Q3 202134
Freedom Investment Management, Inc. 34340.06%0.31%0.94%Q1 2013Q2 202134
CAMBRIDGE TRUST CO 34340.02%0.21%1.25%Q2 2013Q3 202134
WELLS FARGO & COMPANY/MN 32320.00%0.05%0.18%Q2 2013Q1 202133
RAYMOND JAMES & ASSOCIATES 32320.00%0.05%0.18%Q2 2013Q1 202133
Pekin Hardy Strauss, Inc. 33330.03%0.24%1.01%Q1 2013Q1 202133
Raymond James Financial Services Advisors, Inc. 32320.00%0.12%0.29%Q2 2013Q1 202133
SCHWARTZ INVESTMENT COUNSEL INC 33330.01%0.21%1.20%Q2 2013Q2 202133
HighTower Advisors, LLC 32320.00%0.07%0.41%Q2 2013Q1 202133
SEGALL BRYANT & HAMILL, LLC 33330.01%0.05%0.13%Q1 2013Q1 202133
COMMERCE BANK 33330.03%0.07%0.38%Q1 2013Q1 202133
Cetera Advisor Networks LLC 33330.06%0.12%0.24%Q1 2013Q1 202133
Indiana Trust & Investment Management CO 33330.08%0.13%0.26%Q2 2013Q2 202133
BANK OF MONTREAL /CAN/ 32320.00%0.01%0.17%Q2 2013Q1 202132
BLAIR WILLIAM & CO/IL 32320.00%0.02%0.06%Q2 2013Q1 202132
Glovista Investments LLC 32320.11%0.61%3.22%Q2 2013Q1 202132
HOWLAND CAPITAL MANAGEMENT LLC 32320.14%0.27%0.62%Q2 2013Q1 202132
Cambridge Investment Research Advisors, Inc. 32320.05%0.12%0.21%Q2 2013Q1 202132
BINGHAM OSBORN & SCARBOROUGH LLC 32320.40%0.53%0.69%Q2 2013Q1 202132
D.A. DAVIDSON & CO. 32320.00%0.03%0.19%Q2 2013Q1 202132
Neuberger Berman Group LLC 32320.00%0.01%0.04%Q2 2013Q1 202132
HUSSMAN STRATEGIC ADVISORS, INC. 32320.01%0.15%0.61%Q2 2013Q1 202132
Bank of New York Mellon Corp 32320.00%0.01%0.06%Q2 2013Q1 202132
Barrett Asset Management, LLC 32320.00%0.01%0.02%Q2 2013Q1 202132
BCWM, LLC 32320.72%2.40%3.85%Q2 2013Q1 202132
Private Harbour Investment Management & Counsel, LLC 32320.36%0.84%7.51%Q2 2013Q1 202132
STEPHENS INC /AR/ 32320.00%0.34%1.93%Q2 2013Q1 202132
ALESCO ADVISORS LLC 32320.01%0.12%0.22%Q2 2013Q1 202132
JPMORGAN CHASE & CO 32320.00%0.03%0.09%Q2 2013Q1 202132
MACROVIEW INVESTMENT MANAGEMENT LLC 32320.01%0.62%2.83%Q2 2013Q1 202132
Modera Wealth Management, LLC 32320.06%0.66%2.07%Q2 2013Q1 202132
Vigilant Capital Management, LLC 32320.65%1.69%2.79%Q2 2013Q1 202132
Mariner, LLC 32320.04%0.39%3.95%Q2 2013Q1 202132
WEDBUSH SECURITIES INC 32320.02%0.10%0.30%Q2 2013Q1 202132
Madden Advisory Services, Inc. 32320.66%1.18%1.99%Q2 2013Q1 202132
FIFTH THIRD BANCORP 32320.00%0.00%0.00%Q2 2013Q1 202132
Lesa Sroufe & Co 32320.06%0.11%0.25%Q2 2013Q1 202132
Creative Planning 32320.00%0.02%0.05%Q2 2013Q1 202132
REGIONS FINANCIAL CORP 32320.00%0.02%0.06%Q2 2013Q1 202132
FMR LLC 32320.00%0.03%0.16%Q2 2013Q1 202132
OPPENHEIMER & CO INC 32320.01%0.05%0.14%Q2 2013Q1 202132
WHITTIER TRUST CO OF NEVADA INC 32320.10%0.16%0.24%Q2 2013Q1 202132
CADINHA & CO LLC 32320.03%1.39%6.29%Q2 2013Q1 202132
COHEN & STEERS, INC. 32320.00%0.05%0.15%Q2 2013Q1 202132
BURNS J W & CO INC/NY 32320.08%0.16%0.46%Q2 2013Q1 202132
Ancora Advisors LLC 32320.10%0.29%0.41%Q2 2013Q1 202132
SCOTIA CAPITAL INC. 32320.01%0.02%0.06%Q2 2013Q1 202132
BOKF, NA 32320.05%0.15%0.72%Q2 2013Q1 202132
BESSEMER GROUP INC 32320.00%0.01%0.02%Q2 2013Q1 202132
SIGMA INVESTMENT COUNSELORS INC 32320.47%0.68%1.13%Q2 2013Q1 202132
MORGAN STANLEY 32320.03%0.07%0.18%Q2 2013Q1 202132
MOTCO 32320.00%0.13%0.19%Q2 2013Q1 202132
Financial Management Professionals, Inc. 32320.00%0.02%0.05%Q2 2013Q1 202132
Kingfisher Capital LLC 32320.12%1.64%4.60%Q2 2013Q1 202132
Sandy Spring Bank 32320.01%0.02%0.08%Q2 2013Q1 202132
BENJAMIN F. EDWARDS & COMPANY, INC. 32320.00%0.55%2.31%Q2 2013Q1 202132
CENTRAL TRUST Co 32320.01%1.90%5.55%Q2 2013Q1 202132
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 32320.02%0.02%0.05%Q2 2013Q1 202132
INTERACTIVE FINANCIAL ADVISORS, INC. 32320.04%0.13%0.28%Q2 2013Q1 202132
ROYAL BANK OF CANADA 32320.01%0.02%0.04%Q2 2013Q1 202132
Clear Harbor Asset Management, LLC 32320.06%0.44%0.99%Q2 2013Q1 202132
Highlander Capital Management, LLC 32320.00%0.00%0.00%Q2 2013Q1 202132
NORTHSTAR INVESTMENT ADVISORS LLC 32320.03%0.05%0.12%Q2 2013Q1 202132
Cetera Advisors LLC 32320.09%0.30%0.64%Q2 2013Q1 202132
PALLADIUM PARTNERS LLC 32320.06%0.11%0.22%Q2 2013Q1 202132
BOSTON RESEARCH & MANAGEMENT INC 32320.46%0.64%1.03%Q2 2013Q1 202132
Gradient Investments LLC 32320.04%1.00%2.50%Q2 2013Q1 202132
BSW Wealth Partners 32320.88%2.06%7.73%Q2 2013Q1 202132
M&T BANK CORP 32320.01%0.05%0.11%Q2 2013Q1 202132
FIDUCIARY TRUST CO 32320.01%0.20%0.38%Q2 2013Q1 202132
SignalPoint Asset Management, LLC 32320.57%0.85%1.81%Q2 2013Q1 202132
STALEY CAPITAL ADVISERS INC 32320.01%0.05%0.11%Q2 2013Q1 202132
WELCH & FORBES LLC 32320.02%0.06%0.08%Q2 2013Q1 202132
STOCK YARDS BANK & TRUST CO 32320.02%0.04%0.20%Q2 2013Q1 202132
US BANCORP \DE\ 32320.00%0.01%0.02%Q2 2013Q1 202132
PNC FINANCIAL SERVICES GROUP, INC. 32320.01%0.02%0.06%Q2 2013Q1 202132
NORTHERN TRUST CORP 32320.00%0.00%0.02%Q2 2013Q1 202132
AMERIPRISE FINANCIAL INC 32320.00%0.03%0.15%Q2 2013Q1 202132
Johnson Financial Group, Inc. 32320.01%0.04%0.06%Q2 2013Q1 202132
American Investment Services, Inc. 32323.43%11.24%15.62%Q2 2013Q1 202132
ENVESTNET ASSET MANAGEMENT INC 32320.01%0.09%0.38%Q2 2013Q1 202132
BlackRock Inc. 32320.00%0.08%0.86%Q2 2013Q1 202132
INVERNESS COUNSEL LLC /NY/ 32320.02%0.02%0.03%Q2 2013Q1 202132
Lenox Wealth Advisors, LLC 31310.01%0.04%0.10%Q3 2014Q1 202231
Homrich & Berg 21100.03%0.06%0.15%Q2 2013Q1 202131
Legacy Private Trust Co. 31310.02%0.03%0.05%Q3 2013Q1 202131
Gibson Capital, LLC 31310.23%3.46%6.72%Q3 2013Q1 202131
First City Capital Management, Inc. 19120.11%0.14%0.22%Q2 2013Q1 202131
JNBA Financial Advisors 21100.03%3.16%4.64%Q2 2013Q1 202131
Evanson Asset Management, LLC 3010.47%0.74%1.24%Q4 2013Q1 202231
Janney Montgomery Scott LLC 31310.00%0.02%0.07%Q3 2013Q1 202131
Narwhal Capital Management 2560.16%1.36%2.87%Q2 2013Q1 202131
S&CO INC 31310.04%0.10%0.19%Q3 2013Q1 202131
International Value Advisers 31312.23%6.16%11.60%Q2 2013Q4 202031
Evercore Wealth Management, LLC 2560.03%0.26%0.91%Q2 2013Q1 202131
GLENMEDE TRUST CO NA 20110.00%0.01%0.04%Q2 2013Q1 202131
VICUS CAPITAL 21100.02%0.30%1.37%Q2 2013Q1 202131
Focused Wealth Management, Inc 31310.00%0.01%0.03%Q3 2013Q1 202131
UNITED CAPITAL FINANCIAL ADVISORS, LLC 2920.00%0.01%0.03%Q2 2013Q1 202131
OARSMAN CAPITAL, INC. 2740.07%0.12%0.24%Q2 2013Q1 202131
Tarbox Family Office, Inc. 30300.11%0.22%0.49%Q4 2013Q1 202130
Invesco Ltd. 30300.00%0.00%0.01%Q2 2013Q3 202030
CONFLUENCE INVESTMENT MANAGEMENT LLC 2910.02%0.11%0.33%Q2 2013Q1 202130
GUARDIAN CAPITAL ADVISORS LP 2280.01%0.03%0.04%Q3 2013Q1 202130
JANE STREET GROUP, LLC 1110.00%0.00%0.04%Q1 2014Q1 202130
Cranbrook Wealth Management, LLC 30300.05%0.50%1.63%Q4 2013Q1 202130
Personal Capital Advisors Corp 30301.58%2.08%2.64%Q4 2013Q1 202130
Private Advisor Group, LLC 30300.01%0.08%0.18%Q4 2013Q1 202130
M Holdings Securities, Inc. 30300.15%0.70%3.00%Q4 2013Q1 202130
LINCOLN NATIONAL CORP 30300.01%0.04%0.17%Q4 2013Q1 202130
Fort Point Capital Partners LLC 30300.18%0.54%1.32%Q4 2013Q1 202130
Capital Advisors, Ltd. LLC 30300.00%0.05%0.70%Q4 2013Q1 202130
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 30300.02%0.09%0.70%Q4 2013Q1 202130
ROCKY MOUNTAIN ADVISERS, LLC 30300.02%0.05%0.09%Q4 2013Q1 202130
Sumitomo Mitsui Trust Holdings, Inc. 2640.00%0.46%1.18%Q2 2013Q1 202130
SYNOVUS FINANCIAL CORP 1610.00%0.01%0.03%Q2 2013Q1 202130
Roundview Capital LLC 2820.07%0.54%1.12%Q2 2013Q1 202130
Atria Investments, Inc 1640.02%0.17%0.51%Q2 2013Q1 202130
Baker Avenue Asset Management, LP 18120.02%0.39%1.93%Q3 2013Q1 202130
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 30300.04%0.06%0.10%Q4 2013Q1 202130
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1810.00%0.01%0.08%Q2 2013Q1 202130
SMITH, MOORE & CO. 30300.10%0.37%0.56%Q4 2013Q1 202130
First Allied Advisory Services, Inc. 15140.01%0.07%0.22%Q2 2013Q3 202029
ClearBridge Investments 29290.00%0.00%0.00%Q2 2013Q2 202029
NewSquare Capital LLC 29290.01%0.35%0.64%Q1 2014Q1 202129
ALLIANCEBERNSTEIN L.P. 29290.00%0.00%0.00%Q1 2014Q1 202129
DUNCKER STREETT & CO INC 2130.01%0.02%0.04%Q2 2013Q1 202129
United Asset Strategies, Inc. 2810.07%0.73%1.68%Q4 2013Q1 202129
D'Orazio & Associates, Inc. 29290.02%0.03%0.06%Q1 2014Q1 202129
TOCQUEVILLE ASSET MANAGEMENT L.P. 2610.01%0.35%1.28%Q2 2013Q1 202129
CIBC Private Wealth Group, LLC 29290.02%0.03%0.04%Q1 2014Q1 202129
LPL Financial LLC 17120.07%0.17%0.40%Q2 2013Q1 202129
CHOREO, LLC 29290.02%0.07%0.14%Q1 2014Q1 202129
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1850.00%0.32%2.66%Q3 2013Q1 202129
STIFEL FINANCIAL CORP 29290.01%0.08%0.21%Q1 2014Q1 202129
AUGUSTINE ASSET MANAGEMENT INC 29290.56%1.56%3.40%Q4 2013Q4 202029
Avior Wealth Management, LLC 29290.02%0.17%0.39%Q1 2014Q1 202129
Aldebaran Financial Inc. 2350.16%0.28%0.59%Q2 2014Q2 202128
TOKIO MARINE ASSET MANAGEMENT CO LTD 28280.02%0.08%0.15%Q2 2014Q1 202128
HOLLENCREST CAPITAL MANAGEMENT 28280.02%0.03%0.06%Q4 2015Q3 202228
WHITTIER TRUST CO 1810.00%0.02%0.17%Q2 2013Q1 202128
CIBC WORLD MARKET INC. 2620.00%0.01%0.03%Q2 2013Q1 202128
NOMURA ASSET MANAGEMENT CO LTD 2620.01%0.05%0.18%Q2 2013Q1 202128
OPTIMUM INVESTMENT ADVISORS 2010.01%0.05%0.18%Q3 2013Q1 202128
TWIN FOCUS CAPITAL PARTNERS, LLC 2260.36%3.31%5.52%Q2 2013Q1 202128
Stratos Wealth Partners, LTD. 28280.02%0.09%0.30%Q2 2014Q1 202128
People's United Financial, Inc. 28280.00%0.69%1.92%Q2 2014Q1 202128
Telos Capital Management, Inc. 2530.03%0.09%0.17%Q2 2013Q3 202028
Kistler-Tiffany Companies, LLC 2260.00%0.02%0.04%Q2 2013Q1 202128
Carroll Financial Associates, Inc. 2020.00%0.02%0.08%Q3 2013Q1 202127
CAPTRUST FINANCIAL ADVISORS 1610.00%0.04%0.14%Q2 2013Q1 202127
QUEST INVESTMENT MANAGEMENT LLC 27270.34%0.94%1.90%Q3 2014Q1 202127
JAMES INVESTMENT RESEARCH INC 2250.00%0.33%2.16%Q2 2013Q2 202027
Brown Advisory Securities, LLC 17100.04%0.11%0.31%Q2 2013Q1 202027
Winch Advisory Services, LLC 27270.00%0.21%0.94%Q4 2015Q2 202227
FOSTER & MOTLEY INC 2610.02%1.64%2.14%Q2 2013Q2 202127
OLD NATIONAL BANCORP /IN/ 27270.01%0.06%0.14%Q3 2014Q1 202127
OLD SECOND NATIONAL BANK OF AURORA 2610.01%0.01%0.01%Q4 2014Q4 202127
Jaffetilchin Investment Partners, LLC 2250.03%0.81%4.25%Q2 2013Q2 202127
PEOPLES FINANCIAL SERVICES CORP. 27270.00%0.01%0.01%Q4 2013Q2 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.04%0.09%0.33%Q2 2013Q4 201927
VALLEY NATIONAL ADVISERS INC 26260.00%0.01%0.03%Q4 2014Q1 202126
NEXT Financial Group, Inc 1410.00%0.04%0.18%Q2 2014Q1 202126
SUNTRUST BANKS INC 26260.02%0.03%0.10%Q2 2013Q3 201926
Prospera Financial Services Inc 1260.04%0.23%0.89%Q2 2013Q1 202126
PINNACLE ASSOCIATES LTD 910.00%0.00%0.01%Q2 2013Q1 202126
Wallington Asset Management, LLC 2240.00%0.83%1.37%Q1 2014Q1 202126
Financial Architects, Inc 1920.00%0.02%0.05%Q2 2013Q3 202026
STERLING INVESTMENT ADVISORS LLC /ADV 26260.14%0.17%0.19%Q4 2014Q1 202126
Permanens Capital L.P. 2110.12%0.57%1.28%Q4 2013Q1 202126
CUTLER INVESTMENT COUNSEL LLC 26260.05%0.07%0.09%Q4 2014Q1 202126
BOSTON FINANCIAL MANGEMENT LLC 2060.01%0.15%0.53%Q2 2013Q1 202126
Advisory Services Network, LLC 1710.01%0.21%0.69%Q4 2013Q1 202126
Cambridge Advisors Inc. 26260.05%0.07%0.09%Q4 2014Q1 202126
Sigma Planning Corp 26260.07%0.15%0.35%Q4 2014Q1 202126
Bellecapital International Ltd. 1510.06%0.19%0.46%Q4 2013Q1 202126
Lowe Wealth Advisors, LLC 26260.13%4.71%8.29%Q4 2014Q1 202126
Verger Capital Management LLC 26261.04%4.43%7.72%Q4 2014Q1 202126
AXA S.A. 26260.04%0.05%0.07%Q2 2013Q3 201926
BB&T SECURITIES, LLC 26260.00%0.02%0.08%Q2 2013Q3 201926
Stratford Consulting, LLC 26260.23%0.30%0.38%Q4 2013Q1 202026
Voya Financial Advisors, Inc. 25250.02%0.25%0.98%Q1 2015Q1 202125
WASHINGTON TRUST Co 25250.01%0.01%0.02%Q1 2015Q1 202125
Alexandria Capital, LLC 1870.00%0.15%0.84%Q2 2013Q1 202125
Patten Group, Inc. 2050.03%0.08%0.13%Q4 2014Q1 202125
Money Design Co.,Ltd. 25252.11%3.65%6.34%Q3 2017Q3 202325
Burt Wealth Advisors 25250.01%0.07%0.14%Q4 2014Q4 202025
BRINKER CAPITAL INC 2050.01%0.50%3.03%Q1 2014Q2 202025
NORRIS PERNE & FRENCH LLP/MI 25250.06%0.07%0.10%Q1 2015Q1 202125
REILLY FINANCIAL ADVISORS, LLC 2410.00%0.00%0.01%Q2 2013Q1 202125
Estate Counselors, LLC 1870.43%0.81%1.96%Q4 2013Q1 202125
Cornerstone Advisors, Inc. 1870.02%0.24%1.03%Q3 2013Q3 202025
AllSquare Wealth Management LLC 15100.02%0.02%0.03%Q4 2014Q1 202125
Charles Schwab Investment Advisory, Inc. 25250.86%2.16%3.69%Q1 2015Q1 202125
WOLVERINE TRADING, LLC 510.00%0.00%0.01%Q2 2016Q1 202125
Tower Research Capital LLC (TRC) 1210.00%0.01%0.06%Q4 2013Q1 202125
THRIVENT FINANCIAL FOR LUTHERANS 16160.00%0.17%0.41%Q2 2017Q1 202125
Perkins Coie Trust Co 25250.50%0.75%0.99%Q1 2015Q1 202125
TD ASSET MANAGEMENT INC 15100.00%0.02%0.08%Q2 2013Q1 202025
Allworth Financial LP 25250.00%0.01%0.05%Q1 2015Q1 202125
OLD POINT TRUST & FINANCIAL SERVICES N A 2410.04%0.36%0.95%Q2 2013Q4 201925
Noven Financial Group, Inc. 25250.28%1.89%2.98%Q1 2014Q1 202025
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 2140.01%0.11%0.51%Q3 2013Q1 202125
CHEMICAL BANK 24240.02%0.03%0.07%Q3 2013Q2 201924
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 1680.10%0.34%0.97%Q4 2013Q1 202124
EP Wealth Advisors, LLC 2220.01%0.02%0.04%Q1 2015Q1 202124
Endurance Wealth Management, Inc. 24240.00%0.00%0.02%Q2 2015Q1 202124
Baird Financial Group, Inc. 24240.01%0.05%0.21%Q2 2015Q1 202124
GOULD ASSET MANAGEMENT LLC /CA/ 24240.32%0.72%1.06%Q2 2015Q1 202124
Corbenic Partners LLC 1060.00%0.03%0.06%Q2 2013Q1 202124
Koshinski Asset Management, Inc. 920.04%0.15%0.75%Q4 2014Q2 202124
White Lighthouse Investment Management Inc. 24241.74%2.09%2.53%Q4 2017Q3 202324
Oakworth Capital, Inc. 24240.00%0.01%0.01%Q2 2015Q1 202124
Covenant Multifamily Offices, LLC 24240.07%1.48%4.01%Q4 2013Q3 201924
SIGNATUREFD, LLC 1210.00%0.03%0.09%Q3 2013Q1 202124
EDMOND DE ROTHSCHILD HOLDING S.A. 24240.04%0.07%0.14%Q2 2015Q1 202124
GROUP ONE TRADING, L.P. 1010.00%0.00%0.01%Q2 2013Q1 202124
Country Club Trust Company, n.a. 2220.02%0.08%0.12%Q2 2013Q1 202124
HL FINANCIAL SERVICES LLC 24240.00%0.01%0.05%Q2 2013Q1 201924
Rehmann Capital Advisory Group 1510.05%0.38%0.64%Q1 2011Q1 202124
Lattice Strategies LLC 24240.30%1.19%1.68%Q2 2013Q1 201924
HBK Sorce Advisory LLC 2210.03%0.21%0.89%Q2 2013Q2 202123
Arete Wealth Advisors, LLC 2210.08%0.12%0.18%Q1 2015Q1 202123
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 23230.01%0.01%0.01%Q2 2013Q4 201823
Filament LLC 2030.10%0.70%1.04%Q4 2014Q3 202023
Texas Yale Capital Corp. 12110.02%0.05%0.10%Q4 2013Q1 202123
WealthTrust-Arizona, LLC 23230.06%0.63%2.09%Q2 2013Q4 201823
Plante Moran Financial Advisors, LLC 12110.00%0.30%1.69%Q2 2013Q1 202123
CHATHAM CAPITAL GROUP, INC. 1760.06%1.04%4.70%Q3 2014Q1 202123
Fiduciary Trust Co International of Pennsylvania 1760.01%0.87%5.26%Q2 2013Q1 201923
CEDAR HILL ASSOCIATES, LLC 23230.05%0.26%1.01%Q2 2013Q4 201823
COMERICA SECURITIES INC 23230.03%0.25%1.13%Q2 2013Q4 201823
Transamerica Financial Advisors, Inc. 1610.00%0.06%0.26%Q2 2013Q2 202023
ASSETMARK, INC 2110.00%0.02%0.49%Q2 2014Q1 202123
CITIZENS FINANCIAL GROUP INC/RI 22220.01%0.03%0.05%Q4 2015Q1 202122
NEW ENGLAND ASSET MANAGEMENT INC 22220.01%0.02%0.04%Q4 2015Q1 202122
PARTNERS CAPITAL INVESTMENT GROUP, LLP 22220.00%1.96%4.33%Q2 2018Q3 202322
RAYMOND JAMES TRUST N.A. 1210.01%0.04%0.10%Q2 2013Q1 202122
IFP Advisors, Inc 1480.00%0.25%1.13%Q4 2015Q2 202122
ROOSEVELT INVESTMENT GROUP LLC 2110.01%0.10%1.72%Q3 2015Q1 202122
MOON CAPITAL MANAGEMENT LP 222211.29%22.92%67.10%Q4 2015Q1 202122
Versant Capital Management, Inc 22220.71%1.83%3.47%Q4 2015Q1 202122
DUBUQUE BANK & TRUST CO 1570.00%0.02%0.05%Q2 2015Q1 202122
ARKANSAS FINANCIAL GROUP, INC. 1110.04%0.10%0.24%Q4 2013Q1 202322
Zhang Financial LLC 22223.84%5.69%9.64%Q4 2015Q1 202122
MANUFACTURERS LIFE INSURANCE COMPANY, THE 22220.00%0.00%0.00%Q2 2013Q3 201822
BUCKINGHAM STRATEGIC WEALTH, LLC 1570.03%0.06%0.10%Q3 2015Q1 202122
UNITED SERVICES AUTOMOBILE ASSOCIATION 2110.01%0.05%0.16%Q2 2013Q1 202122
TORONTO DOMINION BANK 1230.00%0.00%0.00%Q1 2015Q1 202122
UMB Bank, n.a. 22220.03%0.05%0.12%Q4 2015Q1 202122
Kovack Advisors, Inc. 22220.11%0.27%0.66%Q4 2015Q1 202122
Compagnie Lombard Odier SCmA 22220.00%0.00%0.02%Q4 2013Q1 201922
COMERICA BANK 1520.00%0.01%0.05%Q2 2013Q1 202122
SEI INVESTMENTS CO 2010.00%0.08%0.15%Q1 2015Q1 202122
Integrated Investment Consultants, LLC 1380.23%1.15%5.15%Q4 2015Q1 202121
Geneos Wealth Management Inc. 21210.01%0.04%0.57%Q1 2016Q1 202121
WESPAC Advisors SoCal, LLC 21210.15%2.12%8.22%Q1 2016Q1 202121
LOEB PARTNERS CORP 21210.31%0.89%1.68%Q4 2013Q4 201821
EATON VANCE MANAGEMENT 21210.00%0.00%0.01%Q1 2016Q1 202121
Red Cedar Capital, LLC 21210.09%0.11%0.14%Q4 2017Q4 202221
AMERICAN NATIONAL BANK 21210.00%0.01%0.02%Q3 2014Q3 201921
FDx Advisors, Inc. 1240.01%0.40%1.02%Q2 2014Q1 202121
CLIFFORD SWAN INVESTMENT COUNSEL LLC 1830.01%0.01%0.02%Q4 2015Q1 202121
Financial Advantage, Inc. 1010.02%0.10%0.34%Q2 2013Q1 202121
Well Done, LLC 21210.34%0.55%0.80%Q1 2016Q1 202121
Moors & Cabot, Inc. 21210.02%0.03%0.04%Q1 2016Q1 202121
Stonehage Fleming Financial Services Holdings Ltd 21210.01%0.04%0.08%Q1 2016Q1 202121
HAP Trading, LLC 840.00%0.02%0.10%Q1 2015Q1 202121
JUNCTURE WEALTH STRATEGIES, LLC 20200.10%0.35%1.17%Q1 2016Q4 202020
Morningstar Investment Services LLC 20200.05%0.16%0.28%Q1 2014Q4 201820
MASSMUTUAL TRUST CO FSB/ADV 810.00%0.11%1.04%Q4 2013Q1 202120
Garde Capital, Inc. 1430.02%0.05%0.08%Q2 2014Q4 202020
Vantage Investment Advisors, LLC 20200.00%0.01%0.03%Q4 2013Q3 201820
Tanglewood Wealth Management, Inc. 1372.96%5.39%6.85%Q4 2013Q1 202220
PICTET ASSET MANAGEMENT LTD 20200.00%0.01%0.02%Q2 2016Q1 202120
Windhaven Investment Management, Inc. 20202.29%4.29%9.98%Q2 2013Q1 201820
PARK NATIONAL CORP /OH/ 20200.01%0.02%0.04%Q2 2013Q1 201820
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.01%0.12%0.46%Q4 2014Q3 201920
State of New Jersey Common Pension Fund D 20200.21%0.32%0.54%Q2 2014Q1 201920
Pinnacle Advisory Group, Inc. 20200.07%0.69%1.87%Q1 2016Q4 202020
DENVER INVESTMENT ADVISORS LLC 20200.01%0.02%0.04%Q2 2013Q1 201820
Jacobi Capital Management LLC 20200.05%0.07%0.12%Q2 2016Q1 202120
JOHNSON INVESTMENT COUNSEL INC 1910.00%0.01%0.02%Q1 2014Q2 201920
Van Hulzen Asset Management, LLC 20200.32%0.99%2.11%Q2 2016Q1 202120
Cetera Investment Advisers 20200.04%0.07%0.13%Q2 2016Q1 202120
THOMPSON DAVIS & CO., INC. 20200.00%0.01%0.03%Q4 2013Q3 201820
Wealthspire Advisors, L.P. 20200.00%0.02%0.06%Q4 2015Q3 202020
Financial Sense Advisors, Inc. 19190.25%2.57%8.82%Q3 2016Q1 202120
TWO SIGMA SECURITIES, LLC 810.00%0.39%2.17%Q4 2014Q1 202120
Capital Analysts, LLC 1910.00%0.01%0.04%Q4 2015Q1 202120
BAHL & GAYNOR INC 20200.00%0.00%0.00%Q2 2013Q1 201820
Wellesley Investment Partners, LLC 20202.02%2.51%3.66%Q4 2015Q3 202020
SPINNAKER TRUST 1190.07%0.84%2.01%Q2 2013Q1 202120
Covington Capital Management 1550.03%0.50%1.58%Q4 2013Q1 202120
Torch Wealth Management LLC 20201.00%1.48%2.04%Q1 2015Q4 201920
Cribstone Capital Management, LLC 20200.00%0.03%0.07%Q2 2016Q1 202120
COLONY GROUP LLC 1010.00%0.02%0.07%Q3 2013Q1 202120
Portfolio Solutions, LLC 19190.10%0.22%0.46%Q1 2016Q3 202019
AE Wealth Management LLC 1810.04%0.08%0.20%Q4 2016Q1 202219
Ironsides Asset Advisors, LLC 1810.05%0.20%0.42%Q1 2016Q1 202119
Joel Isaacson & Co., LLC 1610.00%0.05%0.07%Q2 2013Q4 201919
Smith & Howard Wealth Management, LLC 19190.07%0.10%0.15%Q3 2016Q1 202119
SII INVESTMENTS INC/WI 19190.03%0.16%0.30%Q2 2013Q4 201719
CIBC BANK USA 19190.02%0.04%0.07%Q2 2013Q4 201719
DEUTSCHE BANK AG\ 1360.00%0.02%0.06%Q3 2013Q1 202119
ROCKEFELLER FINANCIAL SERVICES INC 19190.01%0.02%0.02%Q2 2013Q4 201719
QCI ASSET MANAGEMENT INC/NY 1630.00%0.39%1.00%Q2 2013Q1 202019
BEACON INVESTMENT ADVISORY SERVICES, INC. 19190.06%0.53%1.75%Q3 2016Q1 202119
B. Riley Wealth Advisors, Inc. 1310.00%0.07%0.23%Q2 2013Q1 202119
BBVA USA Bancshares, Inc. 19190.01%0.01%0.02%Q2 2013Q4 201719
IFC Holdings Incorporated/FL 19190.01%0.09%0.48%Q2 2013Q4 201719
Bragg Financial Advisors, Inc 19190.06%0.09%0.13%Q2 2013Q4 201719
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 19190.00%0.00%0.01%Q3 2016Q1 202119
BROOKS, MOORE & ASSOCIATES, INC. 1450.17%0.24%0.29%Q4 2018Q3 202319
INTREPID CAPITAL MANAGEMENT INC 19191.04%1.70%2.42%Q3 2016Q1 202119
Lenox Wealth Management, Inc. 19190.04%1.44%3.61%Q4 2015Q2 202019
RGT Wealth Advisors, LLC 19190.36%3.43%8.33%Q3 2016Q1 202119
FRANKLIN RESOURCES INC 1630.00%0.00%0.03%Q2 2013Q1 202119
INVESTMENT CENTERS OF AMERICA INC 18180.02%0.04%0.11%Q2 2013Q3 201718
MML INVESTORS SERVICES, LLC 1710.06%0.24%1.33%Q3 2016Q1 202118
NOTTINGHAM ADVISORS, INC. 18181.20%2.16%3.63%Q4 2016Q1 202118
Highland Private Wealth Management 1263.21%3.78%4.40%Q3 2016Q1 202118
Clear Perspective Advisors, LLC 18180.14%0.30%0.41%Q4 2016Q1 202118
INGALLS & SNYDER LLC 1710.01%0.01%0.01%Q2 2016Q1 202118
Bray Capital Advisors 1310.00%0.24%1.13%Q4 2014Q1 202218
Ausdal Financial Partners, Inc. 1260.06%0.34%1.10%Q4 2015Q1 202118
NATIONAL PLANNING CORP 18180.03%0.06%0.08%Q2 2013Q3 201718
Hanson & Doremus Investment Management 18180.05%0.09%0.13%Q1 2017Q2 202118
3EDGE Asset Management, LP 18181.08%3.55%7.86%Q4 2016Q1 202118
TIEDEMANN ADVISORS, LLC 18180.01%1.05%3.47%Q4 2016Q1 202118
LEAVELL INVESTMENT MANAGEMENT, INC. 820.02%0.26%0.93%Q2 2010Q2 202118
CREDIT SUISSE AG/ 1260.00%0.01%0.02%Q1 2013Q1 202118
THOMPSON SIEGEL & WALMSLEY LLC 18180.01%0.02%0.04%Q4 2016Q1 202118
Harvest Fund Management Co., Ltd 18180.27%0.57%1.43%Q4 2016Q1 202118
FLOW TRADERS U.S. LLC 410.01%0.18%1.05%Q2 2013Q3 202018
LifePlan Financial Group, Inc 1130.01%0.23%3.25%Q2 2013Q3 202018
SOUTH TEXAS MONEY MANAGEMENT LTD 1260.01%0.01%0.02%Q2 2013Q1 201918
ROWLAND CARMICHAEL ADVISORS INC /ADV 1530.08%0.11%0.15%Q2 2016Q4 202018
Colonial Trust Advisors 1440.03%0.11%0.29%Q2 2013Q1 201818
Mengis Capital Management, Inc. 18180.09%0.75%1.06%Q4 2016Q1 202118
Riverpoint Wealth Management Holdings, LLC 18180.13%0.17%0.24%Q4 2016Q1 202118
Simmons Bank 1170.01%0.23%1.01%Q1 2016Q1 202118
Aveo Capital Partners, LLC 18180.17%1.46%7.92%Q4 2016Q1 202118
First Command Financial Services, Inc. 18180.60%6.90%11.44%Q4 2016Q1 202118
Parallel Advisors, LLC 18180.00%0.02%0.06%Q4 2016Q1 202118
FIRST INTERSTATE BANK 18180.00%0.01%0.01%Q3 2015Q4 201918
UBS AG 660.00%0.02%0.09%Q2 2013Q3 201418
KWMG, LLC 18180.02%0.37%0.81%Q4 2014Q1 201918
IBERIABANK CORP 18180.11%0.51%1.64%Q1 2016Q2 202018
EFG Asset Management (Americas) Corp. 1030.05%1.38%5.22%Q3 2014Q1 202118
Omnia Family Wealth, LLC 18180.98%1.85%3.56%Q4 2016Q1 202118
Asset Planning Services, Ltd. 18180.04%0.07%0.14%Q2 2015Q3 201918
Community Bank, N.A. 18180.09%0.69%1.26%Q4 2016Q1 202118
Clearstead Advisors, LLC 18180.09%0.14%0.23%Q4 2016Q1 202118
Independent Advisor Alliance 18180.04%0.27%0.64%Q4 2016Q1 202118
Commonwealth Equity Services, Inc 18180.09%0.15%0.22%Q2 2013Q3 201718
Global Retirement Partners, LLC 18180.01%0.03%0.06%Q4 2016Q1 202118
First Command Bank 18184.68%8.10%11.44%Q4 2016Q1 202118
COLDSTREAM CAPITAL MANAGEMENT INC 1710.03%0.73%1.63%Q4 2016Q3 202118
CENTRAL BANK & TRUST CO 17170.01%0.01%0.02%Q1 2017Q1 202117
CAPE COD FIVE CENTS SAVINGS BANK 1520.02%0.03%0.07%Q2 2013Q1 202117
WYNNEFIELD CAPITAL INC 17170.32%0.48%0.90%Q4 2015Q4 201917
Veritable, L.P. 1120.00%0.01%0.02%Q1 2013Q1 202117
Gerber Kawasaki Wealth & Investment Management 17170.24%0.85%2.38%Q1 2017Q1 202117
WFG Advisors, LP 17170.06%0.18%0.35%Q2 2013Q2 201717
Palisades Hudson Asset Management, L.P. 1431.20%1.71%2.61%Q2 2017Q3 202117
Laurel Wealth Advisors, Inc. 17170.08%0.11%0.15%Q1 2017Q1 202117
Cable Hill Partners, LLC 1250.01%0.02%0.04%Q4 2014Q1 201917
BOSTON ADVISORS LLC 1430.01%0.04%0.08%Q2 2013Q3 201917
C M BIDWELL & ASSOCIATES LTD 17170.03%0.16%0.32%Q4 2017Q4 202117
Private Ocean, LLC 1210.00%0.02%0.02%Q4 2013Q1 202117
WESCAP Management Group, Inc. 17171.97%4.12%8.77%Q1 2017Q1 202117
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ 17170.01%0.01%0.02%Q1 2014Q1 201817
Virtu Financial LLC 510.02%0.72%4.07%Q2 2013Q4 201917
Dynamic Advisor Solutions LLC 1610.07%0.54%1.24%Q2 2017Q1 202217
Apriem Advisors 1610.02%0.04%0.06%Q2 2013Q2 201817
NATIXIS ADVISORS, L.P. 1250.00%0.04%0.16%Q2 2013Q1 202117
RONALD BLUE & CO LLC 17172.52%9.77%18.18%Q2 2013Q2 201717
AGF INVESTMENTS INC. 17170.01%0.03%0.07%Q2 2013Q2 201717
WEALTHSOURCE PARTNERS, LLC 1340.06%0.20%0.37%Q2 2016Q1 202117
ENTERPRISE FINANCIAL SERVICES CORP 720.02%0.05%0.15%Q2 2013Q3 202017
BROWN BROTHERS HARRIMAN & CO 1110.00%0.00%0.00%Q1 2013Q1 202117
Steward Partners Investment Advisory, LLC 17170.00%0.13%0.46%Q1 2017Q1 202117
Mitsubishi UFJ Asset Management Co., Ltd. 17170.02%0.10%0.17%Q1 2017Q1 202117
Sowell Financial Services LLC 1070.04%0.20%0.35%Q4 2016Q1 202117
MACKAY SHIELDS LLC 17170.05%0.16%0.34%Q1 2017Q1 202117
MONROE BANK & TRUST/MI 630.00%0.01%0.01%Q2 2013Q2 201817
MinichMacGregor Wealth Management, LLC 930.01%2.47%9.33%Q1 2016Q4 202017
Balentine LLC 1210.00%1.54%8.62%Q1 2015Q4 202016
Ballentine Partners, LLC 16160.04%0.09%0.12%Q2 2017Q1 202116
Bank OZK 16160.08%0.30%0.77%Q2 2017Q1 202116
One Capital Management, LLC 1510.01%0.32%0.43%Q3 2014Q1 202116
FINANCIAL COUNSELORS INC 1330.01%0.02%0.02%Q2 2013Q2 201716
Mader & Shannon Wealth Management, Inc. 1014.25%12.76%19.43%Q3 2015Q1 202116
Glassman Wealth Services 1510.01%0.02%0.03%Q4 2014Q1 202016
BDO Wealth Advisors, LLC 16160.02%0.04%0.05%Q2 2017Q1 202116
BANQUE PICTET & CIE SA 970.00%0.01%0.02%Q4 2013Q1 202116
StoneX Group Inc. 16160.06%0.18%0.30%Q2 2017Q1 202116
Winslow, Evans & Crocker, Inc. 1510.00%0.01%0.01%Q4 2013Q4 202016
TIAA CREF TRUST CO FSB/MO 16160.02%0.06%0.12%Q2 2013Q1 201716
GenWealth Group, Inc. 16162.86%4.02%5.25%Q2 2017Q1 202116
OneDigital Investment Advisors LLC 16160.01%0.08%0.27%Q2 2017Q1 202116
HSBC HOLDINGS PLC 1240.00%0.00%0.01%Q1 2012Q1 202116
Perigon Wealth Management, LLC 1510.00%0.24%0.78%Q3 2016Q1 202116
FineMark National Bank & Trust 1240.00%0.04%0.22%Q2 2013Q1 202116
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 16160.14%0.26%0.40%Q2 2017Q1 202116
Continuum Advisory, LLC 16160.11%0.20%0.34%Q1 2017Q4 202016
TIAA, FSB 16160.03%0.09%0.20%Q2 2017Q1 202116
CWM, LLC 1410.00%0.01%0.04%Q4 2013Q1 202216
Bridgeworth, LLC 1330.07%0.22%0.88%Q4 2016Q1 202116
Bridgewater Associates 16160.34%1.76%4.50%Q2 2017Q1 202116
Concert Wealth Management Inc. 16160.02%0.06%0.12%Q2 2013Q1 201716
Roble, Belko & Company, Inc 16160.00%0.00%0.01%Q2 2017Q1 202116
Asset Dedication, LLC 1510.01%0.16%1.05%Q4 2015Q1 202116
Parkside Financial Bank & Trust 16160.01%0.01%0.04%Q3 2015Q2 201916
AVIANCE CAPITAL MANAGEMENT, LLC 1510.01%0.18%0.37%Q1 2015Q1 201916
Simplicity Solutions, LLC 1420.01%0.06%0.31%Q4 2016Q1 202116
PINNACLE FINANCIAL PARTNERS INC 1420.02%0.06%0.08%Q1 2017Q1 202116
Regal Investment Advisors LLC 1010.00%0.03%0.15%Q2 2013Q4 202016
Capital Bank & Trust Co 16160.03%0.10%0.22%Q2 2017Q1 202116
BerganKDV Wealth Management, LLC 16160.05%0.07%0.08%Q2 2017Q1 202116
BOYS ARNOLD & CO INC 16160.17%0.21%0.25%Q2 2016Q1 202016
Financial Gravity Asset Management, Inc. 730.01%0.12%0.47%Q1 2018Q2 202215
Courage Miller Partners, LLC 730.08%0.15%0.27%Q2 2013Q4 201715
BALDWIN BROTHERS LLC/MA 15150.00%0.05%0.18%Q3 2017Q1 202115
OPPENHEIMER ASSET MANAGEMENT INC. 15150.04%0.08%0.20%Q3 2017Q1 202115
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 15150.02%0.11%0.24%Q3 2017Q1 202115
Westside Investment Management, Inc. 910.00%0.05%0.23%Q4 2016Q1 202115
Retirement Group, LLC 1410.00%0.02%0.03%Q4 2019Q3 202315
Blume Capital Management, Inc. 1230.01%0.03%0.06%Q4 2013Q1 202115
Proficio Capital Partners LLC 1320.00%9.28%22.95%Q4 2015Q1 202115
Your Advocates Ltd., LLP 15150.00%0.14%0.23%Q1 2020Q3 202315
Patriot Financial Group Insurance Agency, LLC 1140.00%0.04%0.13%Q4 2016Q1 202115
FIRST NATIONAL TRUST CO 15150.01%0.04%0.08%Q3 2017Q1 202115
Wealthcare Advisory Partners LLC 15150.03%0.24%0.90%Q3 2017Q1 202115
IHT Wealth Management, LLC 870.02%0.04%0.08%Q4 2016Q1 202115
Valeo Financial Advisors, LLC 15150.02%0.04%0.05%Q3 2017Q1 202115
Advisor Group, Inc. 15150.03%0.07%0.20%Q2 2016Q4 201915
HOWE & RUSLING INC 310.00%0.00%0.01%Q2 2013Q1 202115
SPROTT INC. 960.01%0.04%0.10%Q2 2017Q1 202115
FIRST MANHATTAN CO. LLC. 550.00%0.00%0.01%Q1 2016Q1 202115
NTV ASSET MANAGEMENT LLC 15150.66%1.20%1.69%Q3 2017Q1 202115
Spectrum Management Group, LLC 15150.01%0.03%0.06%Q3 2017Q1 202115
FRONTIER INVESTMENT MGMT CO 870.01%0.01%0.02%Q3 2016Q2 202015
BlackRock Group LTD 15150.02%0.05%0.20%Q2 2013Q4 201615
RICE HALL JAMES & ASSOCIATES, LLC 15150.01%0.03%0.05%Q2 2013Q4 201615
Ballew Advisors, Inc 1410.69%0.83%1.06%Q4 2017Q1 202215
BLACKROCK ADVISORS LLC 15150.15%0.20%0.34%Q2 2013Q4 201615
SIMPLEX TRADING, LLC 820.00%0.00%0.01%Q1 2015Q1 202115
EVERGREEN CAPITAL MANAGEMENT LLC 15150.06%0.09%0.10%Q3 2017Q1 202115
BlackRock Investment Management, LLC 15150.01%0.02%0.02%Q2 2013Q4 201615
MSI Financial Services Inc 15150.04%0.10%0.18%Q2 2013Q4 201615
NVWM, LLC 14140.91%1.40%2.49%Q4 2017Q1 202114
New Potomac Partners, LLC 14141.23%3.47%7.81%Q4 2017Q1 202114
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 14140.03%0.27%0.47%Q1 2017Q2 202014
Summit Financial Wealth Advisors, LLC 640.02%0.11%0.36%Q4 2014Q1 202014
SeaCrest Wealth Management, LLC 14140.02%0.03%0.05%Q4 2017Q1 202114
MERIDIAN INVESTMENT COUNSEL INC. 14141.56%1.90%2.44%Q4 2017Q1 202114
COURAGE CAPITAL MANAGEMENT LLC 14140.30%1.56%4.91%Q4 2017Q1 202114
Aviance Capital Partners, LLC 14140.08%0.13%0.18%Q2 2013Q3 201614
Biltmore Family Office, LLC 14143.32%4.70%8.22%Q4 2017Q1 202114
Valmark Advisers, Inc. 14140.00%0.05%0.19%Q4 2017Q1 202114
Merriman Wealth Management, LLC 920.03%0.39%1.82%Q1 2016Q1 202114
Essex Financial Services, Inc. 640.04%0.07%0.10%Q4 2013Q1 202114
Bedel Financial Consulting, Inc. 1310.01%0.01%0.02%Q1 2018Q1 202214
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 860.03%0.06%0.09%Q2 2013Q1 202114
Private Capital Group, LLC 14140.01%0.02%0.02%Q4 2017Q1 202114
Belpointe Asset Management LLC 1040.03%0.35%0.82%Q3 2017Q1 202114
AdvisorNet Financial, Inc 14140.21%0.26%0.33%Q4 2017Q1 202114
MARINER INDEPENDENT ADVISOR NETWORK, LLC 810.02%0.13%0.45%Q3 2014Q1 202114
Financial Advocates Investment Management 14140.05%0.17%0.37%Q4 2017Q1 202114
Destination Wealth Management 620.00%0.02%0.08%Q1 2013Q1 202114
PFG Advisors 14140.06%0.12%0.22%Q4 2017Q1 202114
BlackRock Institutional Trust Company, N.A. 14140.02%0.02%0.03%Q2 2013Q3 201614
V Wealth Advisors LLC 1010.01%0.79%1.73%Q1 2016Q1 202114
Mutual Advisors, LLC 14140.08%0.26%0.71%Q4 2017Q1 202114
Lido Advisors, LLC 710.01%0.02%0.04%Q1 2016Q1 202214
First Heartland Consultants, Inc. 630.02%0.10%0.27%Q2 2013Q1 202114
Compass Financial Group, Inc. 14140.93%1.16%1.57%Q1 2020Q2 202314
LBA Wealth Management, LLC 14140.02%0.03%0.04%Q4 2013Q1 201714
IFG Advisory, LLC 14140.05%0.07%0.10%Q4 2017Q1 202114
Virtu KCG Holdings LLC 1040.00%0.02%0.10%Q3 2013Q2 201714
Nadler Financial Group, Inc. 14140.27%9.69%13.14%Q4 2018Q1 202214
Bigelow Investment Advisors, LLC 14140.24%0.47%0.94%Q4 2017Q1 202114
Gerstein Fisher 14141.24%3.06%4.68%Q2 2013Q3 201614
Global Financial Private Capital, Inc 14140.01%0.06%0.17%Q1 2017Q2 202014
MOODY LYNN & LIEBERSON, LLC 710.00%2.11%7.30%Q1 2016Q1 202014
Holistic Financial Partners 14140.34%0.78%1.04%Q4 2017Q1 202114
American Portfolios Advisors 14140.21%0.37%0.50%Q4 2017Q1 202114
Royal Fund Management, LLC 14140.00%0.01%0.01%Q4 2016Q1 202014
Sound Income Strategies, LLC 14140.00%0.00%0.01%Q4 2017Q1 202114
Port Capital LLC 14140.04%0.07%0.09%Q4 2017Q1 202114
BlackRock Japan Co. Ltd 14140.00%0.01%0.02%Q3 2013Q4 201614
OmniStar Financial Group, Inc. 14140.36%0.50%0.66%Q4 2017Q1 202114
COMMONWEALTH EQUITY SERVICES, LLC 14140.08%0.20%0.43%Q4 2017Q1 202114
WHITENER CAPITAL MANAGEMENT, INC. 14140.35%0.48%0.62%Q4 2017Q1 202114
HRT FINANCIAL LP 610.01%0.31%0.83%Q4 2016Q1 202114
FARMERS TRUST CO 14140.06%0.07%0.09%Q4 2017Q1 202114
Harel Insurance Investments & Financial Services Ltd. 1010.00%0.01%0.02%Q1 2018Q1 202213
Banco Santander, S.A. 13130.00%0.01%0.02%Q1 2018Q1 202113
FIDUCIARY TRUST INTERNATIONAL LLC 13137.42%9.95%12.13%Q2 2017Q2 202013
Weil Company, Inc. 13130.87%2.12%3.56%Q1 2018Q1 202113
Shamrock Asset Management LLC 910.03%0.99%4.16%Q2 2013Q1 201913
Knowledge Leaders Capital, LLC 850.12%0.84%1.98%Q3 2017Q4 202013
Altium Wealth Management LLC 940.02%0.04%0.08%Q4 2017Q1 202113
CITY HOLDING CO 13130.00%0.01%0.01%Q4 2014Q4 201713
ARROW FINANCIAL CORP 13130.00%0.00%0.00%Q2 2013Q2 201613
Caprock Group, LLC 1030.26%1.18%3.12%Q4 2014Q4 202013
Ironwood Wealth Management, LLC. 1210.00%0.02%0.04%Q3 2017Q1 202113
Newfound Research LLC 13130.00%0.00%0.00%Q1 2017Q1 202013
SG Americas Securities, LLC 710.00%0.05%0.40%Q3 2016Q3 202013
WADE G W & INC 1030.02%0.06%0.08%Q1 2014Q1 202113
SALEM INVESTMENT COUNSELORS INC 810.00%0.01%0.06%Q2 2013Q1 202113
Arnhold LLC 13130.32%6.65%10.04%Q1 2018Q1 202113
Rockefeller Capital Management L.P. 13130.02%0.05%0.12%Q1 2018Q1 202113
West Branch Capital LLC 13130.10%0.13%0.16%Q1 2018Q1 202113
STRATEGIC CAPITAL ADVISERS, INC. 850.61%4.28%5.62%Q4 2017Q1 202113
RiverGlades Family Offices LLC 941.66%2.45%3.72%Q4 2017Q1 202113
TCI Wealth Advisors, Inc. 1110.00%0.00%0.01%Q3 2015Q4 201913
GUARDIAN POINT CAPITAL, LP 12120.96%5.93%10.49%Q4 2015Q3 201812
FLAGSHIP HARBOR ADVISORS, LLC 12120.02%0.08%0.16%Q2 2018Q1 202112
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 530.06%0.07%0.07%Q1 2014Q1 201812
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 12120.01%0.02%0.02%Q2 2018Q1 202112
JANICZEK WEALTH MANAGEMENT, LLC 12120.00%0.00%0.00%Q2 2018Q1 202112
AMERICAN INTERNATIONAL GROUP, INC. 12120.01%0.02%0.02%Q2 2013Q1 201612
Beacon Capital Management, Inc. 1110.00%0.00%0.01%Q4 2013Q2 201912
WASHINGTON TRUST BANK 910.00%0.01%0.03%Q1 2014Q4 201712
Richard Bernstein Advisors LLC 12120.55%0.89%1.31%Q2 2018Q1 202112
HARVEST CAPITAL MANAGEMENT INC 1110.12%0.31%1.24%Q2 2013Q2 201912
Mizuho Bank, Ltd. 511.08%5.57%23.09%Q2 2013Q4 202012
BOENNING & SCATTERGOOD, INC. 12120.04%0.07%0.13%Q2 2018Q1 202112
First Personal Financial Services 610.01%0.11%0.49%Q3 2015Q2 201912
Certified Advisory Corp 1110.03%0.06%0.09%Q4 2017Q1 202112
PRELUDE CAPITAL MANAGEMENT, LLC 610.00%0.02%0.06%Q1 2013Q2 202012
MILLENNIUM MANAGEMENT LLC 410.00%0.00%0.00%Q4 2014Q1 202112
Cornerstone Wealth Management, LLC 12120.04%0.13%0.26%Q3 2016Q2 201912
Baker Ellis Asset Management LLC 910.03%0.08%0.13%Q2 2013Q1 202112
Allianz Asset Management GmbH 710.00%0.01%0.02%Q1 2014Q4 201912
Hoxton Financial, Inc. 12120.00%0.00%0.00%Q2 2013Q1 201612
NIXON PEABODY TRUST CO 12120.09%0.17%0.56%Q2 2018Q1 202112
FormulaFolio Investments, LLC 12120.00%1.29%3.78%Q2 2018Q1 202112
Institute for Wealth Management, LLC. 810.01%0.06%0.09%Q2 2013Q1 202112
ASPIRIANT, LLC 410.01%0.03%0.05%Q2 2014Q1 202112
Mosaic Family Wealth, LLC 810.01%0.04%0.15%Q4 2015Q1 202111
Capital Planning Advisors, LLC 1010.08%0.11%0.14%Q1 2017Q1 202111
VALLEY FORGE ASSET MANAGEMENT, LLC 11110.03%0.14%0.25%Q2 2013Q4 201511
Kingsview Wealth Management, LLC 11110.18%0.48%0.86%Q3 2018Q1 202111
Riggs Asset Managment Co. Inc. 1010.02%0.49%0.87%Q2 2016Q1 202111
Verity Asset Management, Inc. 11110.18%0.98%2.09%Q3 2018Q1 202111
Renaissance Technologies 510.00%0.00%0.01%Q4 2017Q1 202111
Altavista Wealth Management, Inc. 11110.05%0.10%0.13%Q2 2018Q4 202011
FIRST TRUST ADVISORS LP 11110.00%0.00%0.00%Q2 2013Q4 201511
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 11110.01%0.02%0.05%Q3 2018Q1 202111
Manifold Partners, LLC 810.06%2.89%6.30%Q2 2013Q4 201711
Sonora Investment Management, LLC 910.00%0.01%0.01%Q2 2016Q1 202111
Asset Management Group, Inc. 11110.05%0.16%0.31%Q2 2013Q4 201511
AMERICAN ASSET MANAGEMENT INC. 830.20%3.86%27.64%Q2 2013Q1 201611
RETIREMENT INCOME SOLUTIONS, INC 11110.08%0.10%0.12%Q4 2018Q2 202111
Ahrens Investment Partners LLC 720.06%0.90%1.95%Q4 2016Q1 202111
Vanguard Capital Wealth Advisors 910.25%0.67%1.78%Q4 2017Q4 202011
D.B. Root & Company, LLC 11110.10%0.14%0.18%Q1 2018Q3 202011
AlphaStar Capital Management, LLC 650.03%0.63%1.75%Q4 2017Q1 202111
VAN ECK ASSOCIATES CORP 1010.00%0.01%0.02%Q2 2018Q1 202111
Ellevest, Inc. 1010.00%0.01%0.03%Q4 2018Q1 202211
Sunesis Advisors, LLC 11111.36%1.53%1.72%Q3 2018Q1 202111
McIlrath & Eck, LLC 11110.01%0.01%0.02%Q3 2018Q1 202111
Jefferies Group LLC 410.00%0.02%0.13%Q2 2013Q4 201911
HANCOCK WHITNEY CORP 11110.01%0.01%0.01%Q3 2018Q1 202111
SUNFLOWER BANK, NA WEALTH MANAGEMENT 11110.04%0.41%1.58%Q1 2018Q3 202011
EXCALIBUR MANAGEMENT CORP 11110.22%0.24%0.28%Q4 2015Q2 201811
Camarda Financial Advisors, LLC 610.00%0.77%2.58%Q4 2014Q1 202111
Lehman Financial Resources, Inc. 830.06%0.08%0.13%Q2 2015Q3 201811
Jump Trading, LLC 410.05%0.31%0.68%Q1 2014Q1 201911
SILVER CAPITAL MANAGEMENT LLC 11110.28%0.42%0.87%Q2 2013Q4 201511
Aureus Asset Management, LLC 740.06%0.11%0.22%Q4 2015Q1 202111
FIRST HAWAIIAN BANK 1010.01%0.03%0.06%Q2 2013Q1 202111
Beaumont Financial Partners, LLC 610.03%1.10%2.31%Q2 2013Q4 202011
MOODY NATIONAL BANK TRUST DIVISION 10100.03%0.03%0.05%Q4 2018Q1 202110
Pinnacle Summer Investments, Inc. 10100.00%0.42%0.76%Q2 2013Q3 201510
FIFTH THIRD SECURITIES, INC. 810.14%1.20%2.48%Q1 2016Q2 201910
Sageworth Trust Co 10100.14%0.57%1.46%Q4 2018Q1 202110
TRUE Private Wealth Advisors 10100.38%3.01%8.98%Q4 2018Q1 202110
Sheaff Brock Investment Advisors, LLC 10100.02%0.02%0.03%Q4 2015Q1 201810
Global Trust Asset Management, LLC 10100.28%0.42%0.62%Q4 2017Q1 202010
Braver Wealth Management, LLC 820.04%0.14%0.78%Q4 2013Q3 201610
WealthBridge Capital Management, LLC 10100.22%0.32%0.41%Q4 2018Q1 202110
Argent Trust Co 10100.01%0.02%0.04%Q4 2018Q1 202110
Investors Research Corp 910.00%0.02%0.03%Q1 2019Q1 202210
Freestone Capital Holdings, LLC 10100.00%0.01%0.03%Q4 2018Q1 202110
Principle Wealth Partners LLC 10100.06%0.18%0.33%Q4 2018Q1 202110
Hayden Royal, LLC 10100.28%0.65%1.16%Q4 2018Q1 202110
Landsberg, Bennett, & Dubbaneh LLC 10100.05%0.08%0.16%Q4 2018Q1 202110
Hamilton Wealth, LLC 10101.07%1.99%2.84%Q4 2018Q1 202110
Executive Wealth Management, LLC 10100.07%0.42%0.84%Q4 2018Q1 202110
NatWest Group plc 10100.01%0.06%0.17%Q2 2013Q3 201510
Elmwood Wealth Management, Inc. 610.04%0.37%1.17%Q1 2018Q1 202110
Private Portfolio Partners LLC 10100.23%0.31%0.45%Q4 2018Q1 202110
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 10100.02%0.19%0.35%Q4 2018Q1 202110
NKCFO LLC 10100.71%3.10%10.75%Q4 2018Q1 202110
Western Wealth Management, LLC 10100.04%0.10%0.17%Q4 2018Q1 202110
AVANTAX ADVISORY SERVICES, INC. 10100.01%0.04%0.08%Q4 2018Q1 202110
Clean Yield Group 10100.06%0.10%0.22%Q2 2016Q3 201810
Sullivan, Bruyette, Speros & Blaney, LLC 10100.16%0.64%1.41%Q4 2018Q1 202110
CREATIVE FINANCIAL DESIGNS INC /ADV 730.00%0.01%0.02%Q2 2018Q1 202110
MACRO Consulting Group 10107.81%10.61%12.94%Q4 2018Q1 202110
KCM INVESTMENT ADVISORS LLC 730.01%0.03%0.06%Q4 2014Q1 202110
IPG Investment Advisors LLC 10100.10%0.51%1.14%Q4 2018Q1 202110
CITY NATIONAL BANK 10100.01%0.06%0.39%Q2 2013Q3 201510
Personal Wealth Partners 10100.50%1.43%2.20%Q4 2018Q1 202110
Advisory Alpha, LLC 810.01%1.37%2.11%Q4 2016Q1 202110
Fiera Capital Corp 10100.00%0.01%0.02%Q1 2018Q2 202010
Cougar Global Investments Ltd 642.86%6.25%9.03%Q1 2016Q3 202010
Larson Financial Group LLC 10100.02%0.03%0.04%Q4 2018Q1 202110
PRUDENTIAL PLC 10100.00%0.01%0.02%Q4 2018Q1 202110
LIBERTY WEALTH MANAGEMENT LLC 10100.40%0.57%0.71%Q4 2018Q1 202110
Asset Management One Co., Ltd. 10100.00%0.10%0.19%Q4 2018Q1 202110
Relative Value Partners Group, LLC 820.02%0.08%0.18%Q3 2018Q1 202110
Cresset Asset Management, LLC 10100.04%0.32%0.78%Q4 2018Q1 202110
Tidal Investments LLC 10100.03%0.42%0.97%Q4 2018Q1 202110
G&S Capital LLC 10100.05%0.16%0.26%Q4 2017Q1 202010
TOWNSQUARE CAPITAL LLC 10100.01%0.04%0.07%Q4 2018Q1 202110
Convergent Wealth Advisors 10100.38%2.74%6.22%Q2 2013Q3 201510
Hochman Cole Investment Advisors, Inc. 730.12%0.22%0.32%Q3 2017Q1 202110
Elm Partners Management LLC 10100.39%1.17%1.74%Q1 2019Q2 202110
FinTrust Capital Advisors, LLC 10100.01%0.01%0.01%Q4 2018Q1 202110
Manchester Capital Management LLC 910.00%0.03%0.04%Q1 2014Q1 202110
GREAT VALLEY ADVISOR GROUP, INC. 10100.04%0.09%0.14%Q4 2018Q1 202110
EMERSON INVESTMENT MANAGEMENT, LLC 10100.03%1.52%2.05%Q4 2013Q1 201610
BHF Kleinwort Benson Group S.A. 910.00%0.01%0.03%Q2 2013Q4 201510
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 910.00%1.00%1.40%Q2 2018Q1 202110
Kore Private Wealth LLC 10100.64%1.74%3.34%Q4 2018Q1 202110
Pettinga Financial Advisors, LLC 10100.30%0.54%0.99%Q4 2018Q1 202110
DELTA ASSET MANAGEMENT LLC/TN 10100.00%0.00%0.00%Q4 2018Q1 202110
BRANDYWINE OAK PRIVATE WEALTH LLC 10100.03%2.96%4.79%Q4 2018Q1 202110
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 810.02%0.05%0.07%Q1 2017Q1 202110
ATLAS CAPITAL ADVISORS LLC 810.00%0.02%0.05%Q1 2018Q1 202110
SCHRODER INVESTMENT MANAGEMENT GROUP 10100.01%0.07%0.25%Q2 2013Q3 201510
First PREMIER Bank 10100.00%0.01%0.04%Q4 2018Q1 202110
Family Management Corp 820.09%0.19%0.35%Q2 2013Q1 202110
Lehman & Derafelo Financial Resources LLC 10100.06%0.07%0.09%Q4 2018Q1 202110
Strategic Point Investment Advisors, LLC 723.24%6.70%8.93%Q2 2016Q1 20219
SAGE RHINO CAPITAL LLC 992.06%4.25%5.96%Q1 2019Q1 20219
Chevy Chase Trust Holdings, LLC 720.00%0.18%0.38%Q2 2018Q1 20219
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 990.04%0.57%1.25%Q2 2017Q2 20199
CENTAURUS FINANCIAL, INC. 810.01%0.12%0.20%Q2 2018Q1 20219
Gruss & Co., LLC 810.24%5.43%11.15%Q2 2013Q4 20209
Mascoma Wealth Management LLC 810.02%0.02%0.03%Q3 2017Q1 20219
Windsor Financial Group, LLC 990.20%0.35%0.55%Q2 2015Q2 20179
Outlook Wealth Advisors, LLC 990.15%0.44%0.84%Q4 2019Q4 20219
Hilltop Holdings Inc. 720.03%0.08%0.11%Q2 2013Q1 20219
TSFG, LLC 990.04%0.07%0.10%Q1 2019Q1 20219
LEVEL FOUR ADVISORY SERVICES, LLC 540.01%0.05%0.14%Q4 2016Q1 20219
PRUDENTIAL FINANCIAL INC 990.00%0.02%0.03%Q1 2019Q1 20219
CULLEN/FROST BANKERS, INC. 510.00%0.01%0.02%Q2 2015Q1 20219
MERCER GLOBAL ADVISORS INC /ADV 990.01%0.06%0.22%Q1 2019Q1 20219
Joseph P. Lucia & Associates, LLC 990.06%0.39%0.74%Q1 2019Q1 20219
Montecito Bank & Trust 990.17%0.38%0.56%Q1 2019Q1 20219
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 720.03%5.37%10.88%Q2 2018Q1 20219
PEOPLES BANK /OH 990.07%0.08%0.10%Q2 2016Q2 20189
MERITAGE PORTFOLIO MANAGEMENT 990.02%0.02%0.03%Q1 2019Q1 20219
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV 540.01%0.07%0.13%Q4 2018Q1 20219
Truvestments Capital LLC 510.01%0.02%0.03%Q3 2018Q1 20219
PRW Wealth Management LLC 990.23%0.78%1.78%Q4 2018Q4 20209
Knuff & Co LLC 990.00%0.07%0.22%Q4 2018Q4 20209
New Harbor Financial Group, LLC 540.00%0.01%0.05%Q2 2013Q3 20159
Nikulski Financial, Inc. 990.16%0.23%0.35%Q4 2017Q4 20199
COMERICA SECURITIES,INC. 990.10%0.15%0.20%Q1 2019Q1 20219
NBT BANK N A /NY 810.02%0.19%0.35%Q2 2013Q3 20169
SRS Capital Advisors, Inc. 720.01%0.35%0.85%Q3 2018Q4 20209
Baystate Wealth Management LLC 810.00%0.74%3.32%Q4 2017Q1 20219
Silverleafe Capital Partners, LLC 990.42%2.43%4.67%Q1 2019Q1 20219
BANK OF THE WEST 990.02%0.13%0.16%Q3 2013Q3 20159
Realta Investment Advisors 990.07%0.16%0.29%Q1 2019Q1 20219
PATHSTONE FAMILY OFFICE, LLC 810.00%0.06%0.21%Q2 2013Q1 20219
Fusion Family Wealth LLC 990.02%0.59%2.08%Q4 2016Q4 20189
Newman & Schimel, LLC 990.12%0.71%3.00%Q4 2020Q4 20229
BENJAMIN EDWARDS INC 990.55%1.06%1.60%Q1 2019Q1 20219
Summit Asset Management, LLC 990.08%0.14%0.18%Q2 2013Q2 20159
Inscription Capital, LLC 811.01%1.34%1.92%Q2 2019Q1 20229
Lee Financial Co 810.00%0.00%0.01%Q4 2016Q1 20199
GIRARD PARTNERS LTD. 520.01%0.03%0.04%Q4 2016Q1 20209
Day & Ennis, LLC 990.11%0.13%0.18%Q4 2015Q4 20179
ADIRONDACK TRUST CO 630.02%0.02%0.03%Q4 2015Q1 20219
AlphaMark Advisors, LLC 510.00%0.00%0.00%Q2 2014Q3 20219
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 990.01%0.01%0.01%Q4 2020Q4 20229
Legend Financial Advisors, Inc. 996.42%10.64%17.06%Q1 2019Q1 20219
RWA WEALTH PARTNERS, LLC 310.01%0.11%0.17%Q1 2017Q2 20209
New Capital Management LP 540.03%0.08%0.19%Q4 2016Q4 20209
Greenline Partners, LLC 544.94%8.57%11.83%Q1 2020Q2 20229
Mirador Capital Partners LP 710.13%0.65%1.02%Q1 2018Q1 20218
GAMCO INVESTORS, INC. ET AL 880.03%0.05%0.07%Q2 2019Q1 20218
ATHERTON LANE ADVISERS, LLC 710.02%0.03%0.04%Q2 2013Q4 20158
Brinker Capital Investments, LLC 510.00%0.13%0.36%Q2 2017Q1 20218
Wind River Trust Co 880.01%3.63%15.30%Q4 2012Q3 20148
AVALON CAPITAL MANAGEMENT 620.43%1.14%2.47%Q4 2013Q1 20168
Strategic Wealth Partners, Ltd. 880.00%0.16%1.13%Q4 2017Q3 20198
CMT TRADING LLC 410.19%0.95%2.47%Q1 2014Q3 20188
B. Riley Wealth Management, Inc. 610.03%0.04%0.08%Q1 2014Q1 20208
Lombard Odier Transatlantic Ltd 880.07%0.08%0.10%Q4 2014Q3 20168
Aft, Forsyth & Sober, LLC 880.03%0.92%3.67%Q4 2019Q3 20218
Cypress Wealth Advisors LLC 880.37%0.43%0.56%Q2 2015Q1 20178
Stearns Financial Services Group 882.50%4.83%7.98%Q4 2018Q3 20208
Constellation Wealth Advisors, LLC 880.08%0.10%0.12%Q4 2013Q3 20158
Ellis Investment Partners, LLC 880.03%0.11%0.17%Q2 2019Q1 20218
American Financial Network Advisory Services LLC 880.24%0.46%1.11%Q3 2017Q2 20198
BREWIN DOLPHIN LTD 880.00%0.01%0.04%Q2 2019Q1 20218
Ackerman Capital Advisors, LLC 410.00%0.74%2.70%Q1 2018Q1 20218
London & Capital Asset Management Ltd 880.42%1.09%1.60%Q2 2019Q1 20218
KINGS POINT CAPITAL MANAGEMENT 880.00%0.00%0.01%Q2 2013Q1 20158
Archer Investment Corp 510.00%0.01%0.03%Q1 2019Q2 20218
MKD WEALTH COACHES, LLC 530.06%2.99%6.28%Q4 2018Q1 20218
Investors Capital Advisory Services 880.04%0.08%0.13%Q2 2013Q1 20158
Centric Wealth Management 880.30%1.41%1.78%Q4 2018Q3 20208
East Coast Asset Management, LLC. 880.07%1.24%3.80%Q4 2012Q3 20148
NorthCoast Asset Management LLC 880.23%0.35%0.58%Q2 2019Q1 20218
jvl associates llc 881.11%1.40%1.68%Q2 2019Q1 20218
TAP Consulting, LLC 710.34%0.55%0.72%Q1 2019Q1 20218
DELTA FINANCIAL ADVISORS LLC 880.40%1.22%1.70%Q2 2019Q1 20218
Ameritas Investment Company, LLC 710.02%0.05%0.10%Q1 2019Q1 20218
Sound View Wealth Advisors Group, LLC 880.07%0.08%0.10%Q2 2019Q1 20218
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 530.00%0.07%0.18%Q4 2016Q1 20218
Litman Gregory Wealth Management LLC 620.01%0.13%0.92%Q4 2015Q1 20218
Cardan Capital Partners, LLC 530.04%0.26%0.41%Q1 2016Q1 20218
1832 Asset Management L.P. 410.00%0.00%0.00%Q1 2014Q4 20198
BOSTON PRIVATE BANK & TRUST CO 880.01%0.01%0.01%Q2 2013Q1 20158
Semmax Financial Advisors Inc. 710.01%0.01%0.03%Q4 2018Q1 20218
Lucia Wealth Services, LLC 880.01%1.30%2.01%Q3 2018Q2 20208
REGENTATLANTIC CAPITAL LLC 710.00%0.01%0.01%Q4 2014Q1 20188
HM PAYSON & CO 880.00%0.00%0.00%Q2 2019Q1 20218
LAKE STREET ADVISORS GROUP, LLC 880.02%0.30%1.32%Q4 2017Q3 20198
REINHART PARTNERS, LLC. 880.48%0.57%0.69%Q2 2013Q1 20158
VSR Financial Services, Inc. 320.01%0.02%0.04%Q2 2013Q2 20168
Brookstone Capital Management 310.01%0.36%0.80%Q2 2015Q1 20218
Enterprise Trust & Investment Co 880.00%0.01%0.01%Q2 2019Q1 20218
BAIRD ROBERT W & CO INC /WI/ 880.02%0.06%0.12%Q2 2013Q1 20158
55I, LLC 530.01%0.21%0.45%Q4 2018Q1 20218
KORNITZER CAPITAL MANAGEMENT INC /KS 880.01%0.01%0.01%Q2 2019Q1 20218
MURPHY CAPITAL MANAGEMENT INC 530.02%0.04%0.07%Q2 2013Q1 20218
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 430.10%0.12%0.15%Q4 2017Q1 20207
PBMares Wealth Management LLC 610.27%0.98%1.35%Q4 2019Q1 20227
GUARDIAN LIFE INSURANCE CO OF AMERICA 774.42%5.78%7.44%Q1 2018Q3 20197
Crosspoint Capital Strategies, LLC 520.00%0.02%0.03%Q4 2013Q4 20157
WMS Partners, LLC 430.02%0.29%0.54%Q2 2013Q1 20217
KLS Professional Advisors Group, LLC 770.03%0.08%0.13%Q4 2017Q2 20197
WESTPORT RESOURCES MANAGEMENT INC 770.02%0.02%0.02%Q2 2013Q4 20147
Columbus Macro, LLC 410.03%0.11%0.50%Q2 2018Q1 20217
Carnegie Capital Asset Management, LLC 770.02%0.02%0.02%Q1 2016Q3 20177
WEALTHCARE CAPITAL MANAGEMENT LLC 520.00%0.04%0.10%Q1 2015Q1 20217
Steigerwald, Gordon & Koch Inc. 770.13%0.20%0.27%Q4 2011Q2 20137
Blue Edge Capital, LLC 430.50%0.75%0.95%Q1 2016Q1 20217
Placemark Investments, Inc. 770.03%0.04%0.05%Q2 2013Q4 20147
GFS Advisors, LLC 610.01%1.24%1.76%Q1 2016Q1 20217
Sandia Holdings, LLC 775.20%8.33%9.84%Q1 2017Q3 20187
NewEdge Advisors, LLC 770.02%0.23%0.36%Q3 2019Q1 20217
USA FINANCIAL FORMULAS 430.09%0.52%1.49%Q4 2018Q3 20207
Slow Capital, Inc. 770.05%0.07%0.09%Q3 2019Q1 20217
COBIZ WEALTH, LLC 610.00%0.03%0.03%Q2 2013Q1 20197
GAMBLE JONES INVESTMENT COUNSEL 770.27%0.96%1.38%Q3 2019Q1 20217
Avalon Investment & Advisory 770.01%0.01%0.02%Q3 2019Q1 20217
CORRADO ADVISORS, LLC 772.11%4.02%5.46%Q3 2019Q1 20217
Tradewinds Capital Management, LLC 510.00%0.82%3.83%Q1 2016Q1 20217
Coastal Bridge Advisors, LLC 770.49%2.25%4.18%Q3 2019Q1 20217
Nelson Capital Management, LLC 410.00%0.01%0.01%Q2 2014Q3 20197
SHAPIRO ROBERT N 770.00%0.00%0.00%Q2 2013Q4 20147
Canton Hathaway, LLC 770.03%0.04%0.06%Q3 2019Q1 20217
Firestone Capital Management 770.44%0.56%0.66%Q4 2019Q2 20217
Stanford Investment Group, Inc. 520.00%0.00%0.01%Q4 2014Q4 20167
1834 INVESTMENT ADVISORS CO 770.01%0.01%0.01%Q4 2017Q2 20197
FIRST FOUNDATION ADVISORS 773.49%4.53%5.17%Q3 2019Q1 20217
TRUST DEPARTMENT MB FINANCIAL BANK N A 610.00%0.01%0.03%Q2 2013Q3 20187
Wills Financial Group, Inc. 771.57%1.90%2.10%Q3 2019Q1 20217
Summit Place Financial Advisors, LLC 771.73%4.36%7.94%Q4 2019Q2 20217
Signature Financial Management, Inc. 770.43%0.67%0.82%Q1 2017Q3 20187
Consolidated Investment Group LLC 770.27%0.58%1.02%Q3 2019Q1 20217
Bison Wealth, LLC 770.16%0.74%1.19%Q3 2019Q1 20217
Weaver Consulting Group 770.02%0.04%0.07%Q1 2019Q3 20207
TRUIST FINANCIAL CORP 660.00%0.10%0.40%Q4 2019Q1 20217
Sepio Capital, LP 770.51%1.00%1.40%Q3 2019Q1 20217
BOURGEON CAPITAL MANAGEMENT LLC 772.84%4.47%6.12%Q3 2019Q1 20217
Sagil Capital LLP 522.46%4.53%8.15%Q4 2018Q2 20217
EisnerAmper Wealth Management Corporate Benefits, LLC 410.16%0.21%0.24%Q2 2018Q4 20207
Parcion Private Wealth LLC 774.82%8.15%11.88%Q4 2019Q2 20217
Essex Savings Bank 430.03%0.09%0.15%Q4 2018Q1 20217
Q3 Asset Management 310.55%2.62%4.07%Q2 2018Q3 20207
Azimuth Capital Management LLC 770.02%0.05%0.08%Q4 2016Q2 20187
NEW ENGLAND SECURITIES CORP /MA/ 770.02%0.04%0.05%Q2 2013Q4 20147
DOWLING & YAHNKE LLC 770.02%0.02%0.03%Q3 2019Q1 20217
Quantitative Investment Management, LLC 510.08%0.56%2.04%Q2 2013Q1 20177
PARSONS CAPITAL MANAGEMENT INC/RI 610.00%0.08%0.13%Q2 2013Q1 20157
Kiwi Wealth Investments Limited Partnership 770.75%1.69%2.73%Q3 2019Q1 20217
Redhawk Wealth Advisors, Inc. 610.07%0.34%1.77%Q2 2019Q1 20217
HHG & Company, LLC 770.04%0.59%0.97%Q2 2013Q4 20147
FIRST AMERICAN TRUST, FSB 771.46%2.51%3.42%Q3 2019Q1 20217
CAPSTONE INVESTMENT ADVISORS, LLC 770.03%0.08%0.24%Q4 2016Q2 20187
TRUST CO OF VERMONT 210.00%0.00%0.01%Q2 2013Q1 20217
Smart Portfolios, LLC 610.02%0.96%5.14%Q1 2016Q1 20217
Transform Wealth, LLC 770.30%1.19%2.61%Q3 2019Q1 20217
SVB WEALTH LLC 770.01%0.02%0.03%Q3 2019Q1 20217
EVOKE WEALTH, LLC 770.27%1.08%3.22%Q3 2019Q1 20217
BEACON TRUST CO 520.02%0.04%0.05%Q1 2013Q4 20157
Relyea Zuckerberg Hanson LLC 610.46%0.66%0.97%Q4 2019Q1 20227
YorkBridge Wealth Partners, LLC 770.00%0.02%0.05%Q4 2016Q2 20187
Signet Investment Advisory Group, Inc. 524.30%5.55%6.86%Q4 2018Q1 20217
Titan Capital Management, LLC /TX 779.49%11.37%13.03%Q2 2019Q4 20207
FORVIS Wealth Advisors, LLC 770.02%0.03%0.05%Q4 2017Q2 20197
Meridian Wealth Advisors, LLC 772.04%2.52%3.02%Q3 2019Q1 20217
Evolution Wealth Advisors, LLC 610.00%0.08%0.17%Q4 2018Q1 20217
STABLEFORD CAPITAL II LLC 611.43%2.78%3.79%Q4 2019Q1 20227
Cerity Partners LLC 770.01%0.03%0.06%Q2 2019Q4 20207
Sunbelt Securities, Inc. 610.10%1.22%2.96%Q1 2019Q4 20207
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 770.04%0.15%0.46%Q4 2019Q2 20217
1st Global Advisors, Inc. 520.02%0.02%0.04%Q2 2015Q2 20177
EXENCIAL WEALTH ADVISORS, LLC 610.06%0.10%0.16%Q1 2013Q2 20217
Charles Schwab Trust Co 770.71%0.80%0.98%Q3 2019Q1 20217
FARMERS & MERCHANTS INVESTMENTS INC 770.00%0.00%0.00%Q2 2013Q4 20147
HIGH POINT BANK & TRUST CO 660.00%0.00%0.00%Q1 2014Q2 20156
BECK CAPITAL MANAGEMENT, LLC 660.22%0.98%2.55%Q3 2018Q4 20196
Modus Advisors, LLC 663.79%5.49%7.37%Q4 2019Q1 20216
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 660.04%0.05%0.05%Q2 2013Q3 20146
Summit Equities Inc 660.04%3.35%12.64%Q1 2014Q2 20156
ATTICUS WEALTH MANAGEMENT, LLC 660.03%0.04%0.05%Q4 2019Q1 20216
PEAK6 Group LLC 220.00%0.00%0.01%Q2 2013Q3 20136
BELLEVUE ASSET MANAGEMENT, LLC 660.02%0.02%0.03%Q4 2019Q1 20216
HawsGoodwin Investment Management LLC 660.08%0.67%2.34%Q4 2019Q1 20216
EWG Elevate Inc. 660.15%0.23%0.39%Q4 2019Q1 20216
VCU Investment Management Co 662.74%11.98%19.07%Q4 2019Q1 20216
Equitable Holdings, Inc. 660.36%0.46%0.53%Q4 2019Q1 20216
Stonebridge Financial Planning Group, LLC 660.01%0.01%0.01%Q4 2019Q1 20216
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 330.00%0.00%0.00%Q1 2018Q4 20206
ROCKLAND TRUST CO 660.06%0.18%0.22%Q4 2017Q1 20196
WESBANCO BANK INC 510.01%0.01%0.02%Q2 2013Q3 20186
Choate Investment Advisors 510.02%0.06%0.08%Q2 2013Q1 20216
Sowa Financial Group, Inc. 667.73%11.56%12.94%Q4 2019Q1 20216
Braeside Investments, LLC 665.70%6.09%6.74%Q2 2013Q3 20146
DCF Advisers, LLC 661.41%1.74%1.97%Q4 2019Q1 20216
STRATEGY ASSET MANAGERS LLC 510.12%0.15%0.23%Q1 2020Q1 20226
KMS FINANCIAL SERVICES, INC 660.05%0.09%0.13%Q2 2013Q3 20146
ZWJ INVESTMENT COUNSEL INC 420.07%0.08%0.10%Q1 2017Q1 20206
Independence Bank of Kentucky 330.00%0.00%0.02%Q1 2019Q1 20216
NWAM LLC 660.05%0.09%0.15%Q4 2019Q1 20216
LGL PARTNERS, LLC 510.09%0.22%0.40%Q1 2019Q3 20206
Clarius Group, LLC 660.02%0.03%0.04%Q3 2019Q4 20206
Independent Family Office, LLC 664.75%6.01%6.77%Q4 2019Q1 20216
RB Capital Management, LLC 660.00%0.12%0.17%Q4 2016Q1 20186
CERTUITY, LLC 660.24%0.33%0.40%Q4 2019Q1 20216
Almanack Investment Partners, LLC. 330.20%0.39%1.05%Q4 2016Q1 20216
Insight Wealth Partners, LLC 662.12%3.25%3.93%Q4 2019Q1 20216
MCF Advisors LLC 410.00%0.00%0.00%Q2 2016Q1 20216
IEQ CAPITAL, LLC 660.05%0.06%0.08%Q4 2019Q1 20216
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 511.34%1.95%2.45%Q4 2018Q1 20216
Mizuho Asset Management Co.,Ltd. 660.00%0.00%0.01%Q3 2013Q4 20146
Atlas Private Wealth Management 660.09%0.11%0.12%Q4 2019Q1 20216
MOULTON WEALTH MANAGEMENT, INC 514.89%6.99%10.12%Q4 2019Q2 20216
CX Institutional 510.00%0.04%0.22%Q3 2018Q2 20216
Polianta Ltd 660.56%6.10%9.69%Q2 2017Q3 20186
Liberty Capital Management, Inc. 660.00%0.01%0.01%Q3 2016Q4 20176
Quad-Cities Investment Group, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
Capital Asset Advisory Services LLC 665.94%7.43%8.50%Q4 2019Q1 20216
Avantax Planning Partners, Inc. 410.00%0.01%0.02%Q4 2016Q3 20186
SHINE INVESTMENT ADVISORY SERVICES INC 330.00%0.01%0.01%Q2 2017Q1 20206
Mission Creek Capital Partners, Inc. 660.04%0.12%0.16%Q4 2019Q1 20216
Sugarloaf Wealth Management, LLC 660.03%0.04%0.07%Q4 2019Q1 20216
EPIQ Capital Group, LLC 662.34%4.34%6.53%Q4 2019Q1 20216
Orion Portfolio Solutions, LLC 660.01%0.09%0.16%Q4 2019Q1 20216
Psagot Value Holdings Ltd. 510.00%0.02%0.02%Q2 2016Q3 20206
S.A. Mason LLC 660.10%0.28%0.50%Q4 2019Q1 20216
Wealth Alliance 660.83%1.30%1.78%Q4 2019Q1 20216
Briaud Financial Planning, Inc 662.89%3.75%5.51%Q4 2019Q1 20216
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 660.24%0.28%0.36%Q4 2019Q1 20216
Hamilton Capital, LLC 660.07%0.19%0.26%Q4 2019Q1 20216
Argentus Capital Management, LLC 310.05%0.08%0.10%Q2 2014Q3 20166
DOHJ, LLC 661.33%1.66%1.94%Q4 2019Q1 20216
IAG Wealth Partners, LLC 660.02%0.03%0.04%Q4 2019Q1 20216
Carmichael Hill & Associates, Inc. 660.01%0.02%0.03%Q4 2019Q1 20216
Laidlaw Wealth Management LLC 660.68%0.99%1.23%Q4 2019Q1 20216
Eudaimonia Partners, LLC 660.04%0.26%0.99%Q4 2019Q1 20216
HighMark Wealth Management LLC 660.00%0.00%0.02%Q4 2019Q1 20216
McAdams Wright Ragen, Inc. 660.03%0.20%0.33%Q2 2013Q3 20146
Mine & Arao Wealth Creation & Management, LLC. 660.00%0.00%0.01%Q4 2019Q1 20216
Perennial Investment Advisors, LLC 660.65%1.18%1.89%Q4 2019Q1 20216
DAVENPORT & Co LLC 420.00%0.00%0.00%Q2 2016Q4 20196
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 661.06%2.67%6.40%Q4 2019Q1 20216
Vivaldi Capital Management LP 660.06%0.65%0.91%Q4 2019Q1 20216
MANCHESTER FINANCIAL INC 660.01%0.04%0.19%Q4 2019Q1 20216
Hillcrest Wealth Advisors - NY, LLC 330.13%0.23%0.54%Q4 2018Q1 20216
Arkadios Wealth Advisors 660.02%0.44%1.09%Q4 2019Q1 20216
Aberdeen Wealth Management LLC 660.31%0.44%0.54%Q4 2019Q1 20216
COMMERZBANK AKTIENGESELLSCHAFT /FI 660.00%0.00%0.02%Q3 2018Q4 20196
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 660.06%0.08%0.11%Q2 2013Q3 20146
Visionary Wealth Advisors 660.12%0.22%0.31%Q4 2019Q1 20216
Maltin Wealth Management, Inc. 661.17%2.73%3.29%Q4 2019Q1 20216
EDMOND DE ROTHSCHILD (SUISSE) S.A. 660.63%0.70%0.84%Q2 2015Q3 20166
Winthrop Advisory Group LLC 660.06%0.07%0.09%Q2 2018Q3 20196
Welch Group, LLC 410.02%0.04%0.04%Q4 2013Q3 20166
Center for Financial Planning, Inc. 660.01%0.01%0.02%Q4 2019Q1 20216
Grove Bank & Trust 660.08%0.20%0.51%Q4 2019Q1 20216
Parkside Investments, LLC 660.11%4.02%5.64%Q4 2019Q1 20216
Banque Cantonale Vaudoise 660.01%0.02%0.03%Q4 2019Q1 20216
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 660.00%0.00%0.00%Q4 2019Q1 20216
Laurel Wealth Advisors LLC 660.00%0.01%0.01%Q4 2019Q1 20216
Timber Creek Capital Management LLC 420.50%3.76%7.38%Q2 2013Q1 20216
First Allied Asset Management, Inc. 660.36%0.49%0.79%Q4 2013Q1 20156
Evanston Investments, Inc., dba Evanston Advisors 663.62%4.05%4.74%Q3 2017Q4 20186
TD Capital Management LLC 420.00%0.00%0.00%Q2 2013Q2 20186
Seven Springs Wealth Group, LLC 660.01%0.02%0.03%Q4 2019Q1 20216
1919 Investment Counsel, LLC 660.00%0.00%0.00%Q2 2013Q3 20146
HARBOR INVESTMENT ADVISORY, LLC 660.02%0.03%0.04%Q4 2019Q1 20216
KELLOGG W K FOUNDATION TRUST 660.22%0.31%0.36%Q2 2013Q3 20146
Alhambra Investment Management LLC 662.32%4.06%5.38%Q4 2019Q1 20216
Column Capital Advisors, LLC 660.03%0.04%0.06%Q4 2019Q1 20216
Chicago Partners Investment Group LLC 660.00%0.00%0.01%Q2 2017Q3 20186
Silicon Hills Wealth Management, LLC 661.14%4.71%6.36%Q4 2019Q1 20216
Faithward Advisors, LLC 411.62%2.59%3.44%Q4 2019Q1 20215
DEARBORN PARTNERS LLC 550.01%0.02%0.02%Q3 2013Q3 20145
DIALECTIC CAPITAL MANAGEMENT, LP 550.41%1.00%1.59%Q2 2013Q2 20145
Russell Investments Group, Ltd. 550.04%0.05%0.10%Q1 2020Q1 20215
Lake Point Wealth Management 320.01%5.30%12.48%Q4 2018Q1 20205
OSAIC HOLDINGS, INC. 550.14%0.17%0.20%Q1 2020Q1 20215
FORBES J M & CO LLP 554.18%6.42%7.52%Q1 2020Q1 20215
Rafferty Asset Management, LLC 550.02%0.08%0.20%Q1 2020Q1 20215
DSC Advisors, L.P. 210.10%0.87%1.84%Q1 2014Q2 20175
Regent Peak Wealth Advisors LLC 551.95%2.22%2.47%Q1 2020Q1 20215
Verde Capital Management 550.46%0.98%1.75%Q4 2019Q4 20205
Wellspring Financial Advisors, LLC 554.66%4.88%5.07%Q1 2020Q1 20215
DWM Financial Group, Inc. 552.08%7.41%10.01%Q4 2019Q4 20205
SlateStone Wealth, LLC 550.51%0.57%0.70%Q1 2020Q1 20215
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 550.02%0.06%0.13%Q1 2020Q1 20215
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 550.00%0.00%0.00%Q1 2020Q1 20215
Antonetti Capital Management LLC 550.11%0.17%0.24%Q2 2013Q2 20145
SECURITY NATIONAL TRUST CO 550.01%0.01%0.02%Q4 2019Q4 20205
Berkeley Capital Partners, LLC 550.09%0.24%0.37%Q1 2020Q1 20215
Radnor Capital Management, LLC 410.04%0.05%0.06%Q4 2019Q1 20215
Bristlecone Advisors, LLC 410.00%0.16%0.31%Q3 2017Q1 20215
tru Independence LLC 550.00%0.09%0.20%Q4 2019Q4 20205
SVB Investment Services Inc. 550.05%0.07%0.08%Q4 2019Q4 20205
Quadrant Private Wealth Management, LLC 550.14%0.18%0.25%Q1 2020Q1 20215
AMJ Financial Wealth Management 550.17%2.18%5.21%Q4 2019Q4 20205
AFAM CAPITAL, INC. 320.08%0.13%0.18%Q2 2013Q4 20145
Foundations Investment Advisors, LLC 550.03%0.15%0.33%Q1 2020Q1 20215
INTEGRAL DERIVATIVES, LLC 310.00%0.01%0.02%Q2 2015Q3 20175
WILMINGTON TRUST CO 550.02%0.02%0.02%Q2 2013Q2 20145
AMG National Trust Bank 550.02%0.07%0.09%Q1 2020Q1 20215
Oxbow Advisors, LLC 550.05%1.41%2.94%Q1 2020Q1 20215
JFS WEALTH ADVISORS, LLC 320.01%0.04%0.07%Q2 2013Q1 20205
Prime Capital Investment Advisors, LLC 550.03%0.05%0.08%Q1 2020Q1 20215
Wealth Quarterback LLC 550.17%2.91%4.98%Q4 2019Q4 20205
MATRIX PRIVATE CAPITAL GROUP LLC 550.13%0.21%0.28%Q1 2020Q1 20215
CAPITAL GUARDIAN TRUST CO 310.00%0.01%0.01%Q3 2016Q1 20185
Partnervest Advisory Services LLC 550.15%0.17%0.20%Q2 2013Q2 20145
J. W. Coons Advisors, LLC 550.25%0.36%0.43%Q1 2020Q1 20215
Rosenberg Matthew Hamilton 550.10%0.13%0.16%Q1 2020Q1 20215
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 310.00%0.00%0.00%Q4 2016Q3 20195
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.01%0.01%Q1 2018Q1 20195
PDS Planning, Inc 410.08%0.14%0.19%Q2 2020Q1 20225
Integrated Wealth Concepts LLC 550.02%0.07%0.11%Q1 2020Q1 20215
Fisher Asset Management, LLC 110.00%0.00%0.00%Q4 2017Q4 20205
Formidable Asset Management, LLC 550.00%0.00%0.00%Q1 2015Q1 20165
SHEETS SMITH WEALTH MANAGEMENT 410.09%0.17%0.35%Q1 2013Q1 20215
MEEDER ASSET MANAGEMENT INC 320.00%0.00%0.01%Q3 2019Q4 20205
MANAGED ACCOUNT ADVISORS LLC 550.00%0.01%0.01%Q2 2014Q2 20155
US FINANCIAL ADVISORS, LLC 320.00%0.02%0.04%Q4 2014Q1 20165
PITCAIRN CO 320.02%0.14%0.62%Q2 2014Q1 20215
Pendal Group Ltd 550.01%0.01%0.02%Q1 2020Q1 20215
Pinnacle Wealth Planning Services, Inc. 550.05%0.07%0.08%Q1 2020Q1 20215
Osborn Williams & Donohoe LLC 550.05%0.06%0.08%Q1 2019Q1 20205
SENTINEL PENSION ADVISORS INC 550.60%1.33%1.74%Q1 2020Q1 20215
Wilmington Trust, National Association 550.01%0.02%0.03%Q2 2013Q2 20145
Summit Trail Advisors, LLC 550.05%2.77%6.47%Q1 2020Q1 20215
Crewe Advisors LLC 550.00%0.02%0.03%Q4 2017Q4 20185
Ziegler Capital Management, LLC 550.09%0.12%0.15%Q1 2020Q1 20215
NorthRock Partners, LLC 550.02%0.03%0.03%Q3 2019Q3 20205
Watermark Asset Management, Inc. 550.02%0.03%0.04%Q1 2017Q1 20185
Integrated Wealth Management 550.00%0.01%0.01%Q1 2015Q1 20165
MARK SHEPTOFF FINANCIAL PLANNING, LLC 550.04%0.04%0.05%Q1 2020Q1 20215
MANAGED ACCOUNT SERVICES INC 550.05%0.07%0.10%Q1 2020Q1 20215
Edmond de Rothschild (Europe) 550.01%0.01%0.01%Q2 2015Q2 20165
IndexIQ Advisors LLC 550.01%0.13%0.34%Q1 2020Q1 20215
USCA RIA LLC 550.04%0.04%0.04%Q4 2018Q4 20195
WealthTrust Fairport, LLC 310.00%0.01%0.02%Q2 2013Q1 20195
Allegis Investment Advisors, LLC 210.03%0.06%0.10%Q4 2015Q2 20175
USAdvisors Wealth Management, LLC 550.10%0.12%0.16%Q4 2017Q4 20185
BFSG, LLC 550.52%1.72%2.56%Q1 2020Q1 20215
Bank Julius Baer & Co. Ltd, Zurich 550.02%0.17%0.35%Q1 2020Q1 20215
Beacon Pointe Advisors, LLC 550.06%0.31%0.75%Q1 2020Q1 20215
Resonant Capital Advisors, LLC 550.10%1.38%2.07%Q1 2020Q1 20215
J.W. COLE ADVISORS, INC. 410.06%0.09%0.14%Q4 2019Q1 20215
Gladstone Institutional Advisory LLC 550.04%0.44%0.78%Q1 2020Q1 20215
APPLETON PARTNERS INC/MA 410.02%0.02%0.02%Q3 2019Q1 20215
Csenge Advisory Group 550.04%0.10%0.18%Q3 2017Q3 20185
WealthPLAN Partners, LLC 210.00%0.05%0.15%Q1 2015Q1 20175
TCF National Bank 550.02%0.03%0.03%Q1 2020Q1 20215
Sargent Bickham Lagudis LLC 550.01%0.01%0.02%Q1 2020Q1 20215
Red Door Wealth Management, LLC 550.07%0.66%1.98%Q1 2020Q1 20215
Gupta Wealth Management LLC 550.76%0.84%0.92%Q1 2015Q1 20165
Karp Capital Management Corp 550.03%0.96%1.59%Q4 2018Q4 20195
Paradigm Financial Partners, LLC 310.13%0.26%0.37%Q3 2019Q1 20225
Auxano Advisors, LLC 550.18%0.22%0.25%Q1 2020Q1 20215
MAIRS & POWER INC 410.00%0.00%0.00%Q4 2013Q2 20155
Jane Street Holding, LLC 220.00%0.01%0.02%Q3 2013Q4 20135
NEVILLE RODIE & SHAW INC 310.02%0.02%0.02%Q2 2013Q3 20205
Capital Investment Advisory Services, LLC 440.01%0.01%0.01%Q4 2018Q3 20194
TrinityPoint Wealth, LLC 440.81%1.11%1.24%Q2 2020Q1 20214
DFPG INVESTMENTS, LLC 440.92%1.04%1.21%Q2 2020Q1 20214
MACKENZIE FINANCIAL CORP 440.04%0.05%0.05%Q2 2013Q1 20144
Trust Co 310.00%0.04%0.05%Q3 2016Q2 20204
Krilogy Financial LLC 440.00%0.00%0.00%Q2 2016Q1 20174
Dorsey & Whitney Trust CO LLC 310.03%0.04%0.06%Q3 2013Q4 20204
CreativeOne Wealth, LLC 440.09%0.12%0.15%Q2 2020Q1 20214
Waverly Advisors, LLC 310.02%0.04%0.06%Q4 2013Q4 20144
Southeast Asset Advisors Inc. 440.89%1.13%1.29%Q2 2020Q1 20214
Hudock, Inc. 440.00%0.00%0.00%Q3 2019Q2 20204
Northwest Bancshares, Inc. 440.07%0.12%0.14%Q2 2020Q1 20214
Wagner Wealth Management, LLC 310.00%0.00%0.01%Q4 2017Q1 20214
WINTON GROUP Ltd 440.02%0.08%0.15%Q2 2020Q1 20214
Rockbridge Investment Management, LCC 440.00%0.00%0.00%Q2 2020Q1 20214
Grey Owl Capital Management, LLC 448.49%9.81%11.45%Q4 2013Q3 20144
Pasadena Private Wealth, LLC 443.60%3.66%3.73%Q2 2019Q1 20204
Main Management LLC 440.00%0.00%0.00%Q2 2020Q1 20214
TRANSCEND CAPITAL ADVISORS, LLC 440.07%0.20%0.43%Q2 2020Q1 20214
Marks Group Wealth Management, Inc 443.09%3.22%3.33%Q2 2020Q1 20214
Geneva Advisors, LLC 310.00%0.01%0.02%Q1 2015Q2 20174
PATTEN & PATTEN INC/TN 440.03%0.06%0.08%Q2 2013Q1 20144
Salient Private Client, LLC 440.09%0.10%0.11%Q4 2017Q3 20184
WOODMONT INVESTMENT COUNSEL LLC 310.00%0.01%0.04%Q2 2015Q1 20214
ETRADE Capital Management LLC 310.00%0.00%0.01%Q3 2013Q3 20204
Financial Services Advisory Inc 221.71%8.51%26.88%Q4 2018Q4 20194
PATTON FUND MANAGEMENT, INC. 440.30%0.49%0.77%Q2 2020Q1 20214
Disciplined Investments, LLC 440.01%0.01%0.01%Q4 2019Q3 20204
Brio Consultants, LLC 440.70%0.80%0.91%Q2 2020Q1 20214
Atlas Private Wealth Advisors 440.00%0.00%0.00%Q2 2020Q1 20214
WEALTHFRONT Corp 220.00%0.00%0.00%Q2 2015Q4 20174
Claro Advisors LLC 310.03%0.10%0.14%Q4 2018Q1 20214
Ford Financial Group, LLC 440.60%0.78%0.94%Q2 2020Q1 20214
Narus Financial Partners, LLC 440.14%0.14%0.15%Q4 2016Q3 20174
New England Investment & Retirement Group, Inc. 210.01%0.32%0.63%Q2 2013Q1 20214
Portfolio Strategies, Inc. 440.01%0.02%0.02%Q4 2017Q3 20184
Portland Global Advisors LLC 220.06%0.10%0.15%Q1 2014Q1 20164
Teamwork Financial Advisors, LLC 440.09%0.12%0.16%Q2 2020Q1 20214
Blueprint Investment Partners LLC 311.32%2.42%3.11%Q3 2020Q1 20234
SENTINEL TRUST CO LBA 440.20%0.35%0.69%Q2 2020Q1 20214
Pensionmark Financial Group, LLC 440.05%0.08%0.11%Q2 2020Q1 20214
Vectors Research Management, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
IMC-Chicago, LLC 210.00%0.03%0.09%Q3 2019Q1 20214
Citizens National Bank Trust Department 440.07%0.08%0.09%Q2 2020Q1 20214
CALTON & ASSOCIATES, INC. 210.00%0.26%0.62%Q4 2017Q1 20214
American Research & Management Co. 443.00%3.89%4.53%Q2 2020Q1 20214
IRON Financial LLC 440.19%0.20%0.22%Q2 2020Q1 20214
LEUTHOLD GROUP, LLC 441.18%1.37%1.48%Q2 2020Q1 20214
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 440.07%0.12%0.16%Q2 2020Q1 20214
Delta Investment Management, LLC 440.18%0.22%0.29%Q1 2020Q4 20204
Leonard Rickey Investment Advisors P.L.L.C. 440.08%0.13%0.18%Q1 2020Q4 20204
Perennial Advisors, LLC 210.04%0.06%0.07%Q4 2018Q1 20214
JACKSON SQUARE CAPITAL, LLC 440.00%0.00%0.01%Q4 2019Q3 20204
Nicholas Hoffman & Company, LLC. 440.06%0.11%0.17%Q2 2016Q1 20174
Bryn Mawr Capital Management, LLC 310.11%0.12%0.14%Q3 2019Q3 20204
SEARLE & CO. 440.07%0.09%0.10%Q2 2020Q1 20214
Clark Capital Management Group, Inc. 210.06%0.13%0.18%Q2 2013Q3 20164
Forefront Analytics, LLC 310.00%0.24%0.33%Q1 2020Q1 20214
Frontier Wealth Management LLC 440.03%0.04%0.05%Q2 2020Q1 20214
Hoover Financial Advisors, Inc. 310.01%0.01%0.02%Q2 2020Q2 20214
OLD MISSION CAPITAL LLC 210.06%0.16%0.37%Q1 2018Q1 20214
VALLEY WEALTH MANAGERS, INC. 440.00%0.00%0.00%Q2 2016Q1 20174
L & S Advisors Inc 440.11%0.14%0.18%Q4 2017Q3 20184
Front Row Advisors LLC 440.07%0.08%0.09%Q1 2020Q4 20204
Ferris Capital, LLC 440.61%0.81%0.95%Q2 2020Q1 20214
Snowden Capital Advisors LLC 310.01%0.01%0.02%Q4 2018Q4 20194
Gateway Advisory, LLC 310.04%0.66%0.90%Q4 2017Q1 20214
Allen Capital Group, LLC 440.05%0.08%0.11%Q4 2017Q3 20184
GRIMES & COMPANY, INC. 110.03%0.06%0.10%Q2 2016Q1 20194
Intrua Financial, LLC 440.46%0.78%0.96%Q2 2020Q1 20214
LVM CAPITAL MANAGEMENT LTD/MI 441.53%1.83%2.06%Q2 2020Q1 20214
Employees Retirement System of Texas 440.03%0.06%0.12%Q1 2020Q4 20204
Gresham Partners, LLC 310.91%1.17%1.37%Q4 2014Q4 20154
HORIZON KINETICS ASSET MANAGEMENT LLC 440.01%0.04%0.07%Q2 2020Q1 20214
MATHER GROUP, LLC. 310.01%0.04%0.08%Q4 2016Q4 20204
Financial Enhancement Group LLC 440.02%0.03%0.05%Q2 2020Q1 20214
Baldrige Asset Management LLC 440.23%0.60%0.82%Q2 2020Q1 20214
Trek Financial, LLC 440.02%0.03%0.03%Q2 2020Q1 20214
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 440.17%0.19%0.22%Q2 2020Q1 20214
Williams Jones Wealth Management, LLC. 440.00%0.01%0.01%Q2 2020Q1 20214
Winthrop Partners - WNY, LLC 440.01%0.01%0.01%Q1 2018Q4 20184
Americana Partners, LLC 440.97%1.48%2.04%Q2 2020Q1 20214
Ledyard National Bank 440.00%0.00%0.00%Q1 2018Q4 20184
Lombard Odier & Cie (Canada), Limited Partnership 440.06%0.07%0.09%Q4 2013Q3 20144
FIRST HORIZON CORP 330.78%0.89%0.98%Q3 2020Q1 20213
Bienville Capital Management, LLC 330.08%0.16%0.24%Q1 2016Q3 20163
Financial Advisory Group 330.05%0.06%0.07%Q3 2020Q1 20213
Bridgewater Advisors Inc. 330.63%0.69%0.73%Q4 2013Q2 20143
Cascadia Advisory Services, LLC 210.12%0.55%0.96%Q4 2019Q3 20203
LEO BROKERAGE, LLC 330.14%0.20%0.30%Q3 2020Q1 20213
JMG Financial Group, Ltd. 210.01%0.13%0.20%Q2 2013Q4 20203
Strategic Wealth Management Group, LLC 330.09%0.12%0.14%Q3 2020Q1 20213
M&R CAPITAL MANAGEMENT INC 330.03%0.03%0.03%Q3 2020Q1 20213
Wealthspire Advisors, LLC 210.01%0.02%0.02%Q1 2020Q1 20213
Meridian Wealth Management, LLC 210.01%0.08%0.12%Q2 2019Q2 20203
Austin Private Wealth, LLC 330.50%0.62%0.78%Q3 2020Q1 20213
MEITAV INVESTMENT HOUSE LTD 330.01%0.01%0.01%Q4 2017Q2 20183
SCHMIDT P J INVESTMENT MANAGEMENT INC 330.04%0.06%0.08%Q3 2020Q1 20213
Intellectus Partners, LLC 210.01%0.20%0.32%Q4 2016Q1 20213
Simply Money Advisors 330.01%0.01%0.01%Q2 2013Q4 20133
Golden State Wealth Management, LLC 330.00%0.02%0.03%Q1 2019Q3 20193
VIEWPOINT INVESTMENT PARTNERS CORP 210.14%0.21%0.29%Q2 2020Q1 20213
Zions Bancorporation 330.01%1.93%3.36%Q2 2015Q4 20153
RITHOLTZ WEALTH MANAGEMENT 333.38%3.51%3.73%Q2 2020Q4 20203
Timber Hill LLC 210.00%0.00%0.00%Q1 2015Q4 20163
Brightworth 110.03%0.05%0.10%Q2 2016Q4 20183
Financial Gravity Companies, Inc. 210.03%0.04%0.07%Q4 2017Q4 20183
LAZARD ASSET MANAGEMENT LLC 110.00%0.01%0.02%Q1 2014Q3 20173
Packer & Co Ltd 3346.69%50.96%56.51%Q3 2020Q1 20213
Spectrum Asset Management, Inc. (NB/CA) 330.56%0.95%1.28%Q3 2020Q1 20213
Filbrandt Wealth Management, LLC 210.00%0.01%0.01%Q1 2020Q1 20213
Pure Financial Advisors, LLC 330.07%0.08%0.10%Q3 2020Q1 20213
KESTRA PRIVATE WEALTH SERVICES, LLC 330.03%0.04%0.04%Q3 2020Q1 20213
Hanlon Investment Management, Inc. 330.48%1.01%1.35%Q1 2020Q3 20203
Peak Capital Management LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Guidant Wealth Advisors 330.08%0.09%0.09%Q1 2019Q3 20193
Zions Bancorporation, N.A. 330.00%0.01%0.03%Q3 2020Q1 20213
MRA Associates USA LLC 330.17%0.37%0.70%Q4 2018Q2 20193
Capital Investment Advisors, LLC 330.01%0.01%0.01%Q3 2020Q1 20213
Genesis Wealth Advisors, LLC 330.03%0.04%0.04%Q4 2014Q2 20153
Essex Private Wealth Management, LLC 330.23%0.25%0.28%Q3 2020Q1 20213
Pinkerton Retirement Specialists, LLC 210.00%0.02%0.06%Q2 2016Q4 20203
Beacon Pointe Wealth Advisors, LLC 210.03%0.06%0.09%Q1 2019Q4 20193
Laurel Grove Capital, LLC 330.15%0.33%0.59%Q2 2013Q4 20133
Robertson Stephens Wealth Management, LLC 330.06%0.06%0.08%Q2 2020Q4 20203
EMORY UNIVERSITY 330.00%0.00%0.00%Q2 2011Q4 20113
Terra Nova Asset Management LLC 210.31%0.40%0.49%Q4 2018Q1 20213
BBR PARTNERS, LLC 330.11%0.12%0.12%Q3 2020Q1 20213
Polaris Wealth Advisory Group, LLC 330.00%0.00%0.00%Q1 2018Q3 20183
Walkner Condon Financial Advisors LLC 330.62%0.68%0.73%Q3 2020Q1 20213
WealthShield Partners, LLC 330.03%0.48%0.84%Q3 2020Q1 20213
Accredited Investors Inc. 330.27%5.95%8.83%Q1 2015Q3 20153
JOYN Advisors, Inc. 210.02%0.02%0.02%Q2 2013Q1 20143
Newbridge Financial Services Group, Inc. 330.03%0.03%0.04%Q3 2020Q1 20213
Rain Capital Management, LLC 338.70%9.79%11.46%Q2 2020Q4 20203
CI INVESTMENTS INC. 330.02%0.02%0.03%Q3 2020Q1 20213
John W. Brooker & Co., CPAs 330.01%0.01%0.01%Q3 2020Q1 20213
FIDUCIARY SERVICES CORP/GA 330.10%0.42%1.05%Q2 2013Q4 20133
TRUSTCORE FINANCIAL SERVICES, LLC 210.00%0.00%0.00%Q3 2018Q1 20213
CLEAR INVESTMENT RESEARCH, LLC 330.30%0.46%0.61%Q3 2020Q1 20213
BEAM WEALTH ADVISORS, INC. 330.16%0.18%0.19%Q4 2019Q2 20203
FOUNDERS FINANCIAL SECURITIES LLC 330.05%0.06%0.06%Q3 2020Q1 20213
Kades & Cheifetz LLC 333.61%3.71%3.80%Q4 2022Q2 20233
WESPAC Advisors, LLC 210.14%0.20%0.25%Q2 2016Q4 20203
Strategic Financial Services, Inc, 330.02%0.02%0.02%Q4 2018Q2 20193
MONETA GROUP INVESTMENT ADVISORS LLC 210.00%0.03%0.08%Q2 2018Q2 20203
Ulysses Management LLC 330.24%0.33%0.46%Q3 2020Q1 20213
Mariner Wealth Advisors-Madison, LLC 330.59%0.66%0.78%Q1 2013Q3 20133
Compass Ion Advisors, LLC 330.12%0.14%0.16%Q3 2020Q1 20213
Crescent Grove Advisors, LLC 330.36%0.63%0.85%Q3 2020Q1 20213
SIMON QUICK ADVISORS, LLC 210.01%0.02%0.04%Q3 2018Q1 20213
Apollon Wealth Management, LLC 210.00%0.11%0.23%Q2 2020Q1 20213
Concord Wealth Partners 210.00%0.32%0.92%Q4 2020Q1 20223
Baron Financial Group, LLC 330.06%0.07%0.09%Q3 2020Q1 20213
GSB Wealth Management, LLC 330.12%1.10%1.60%Q3 2020Q1 20213
Cobble Hill Financial Services, INC 330.08%0.12%0.17%Q1 2013Q3 20133
Mandatum Life Insurance Co Ltd 110.00%0.01%0.01%Q4 2015Q2 20183
SUMMIT CAPITAL MANAGEMENT LLC 330.27%0.46%0.77%Q2 2013Q4 20133
EASTERN BANK 210.02%0.02%0.02%Q2 2013Q2 20193
BAILARD, INC. 330.01%1.26%1.97%Q4 2018Q2 20193
FOUNDERS BANK & TRUST 330.01%0.02%0.02%Q2 2013Q4 20133
Mraz, Amerine & Associates, Inc. 330.17%0.25%0.31%Q3 2020Q1 20213
PACIFIC FINANCIAL GROUP INC 110.02%0.02%0.02%Q4 2014Q4 20193
CFM WEALTH PARTNERS LLC 330.00%0.00%0.00%Q4 2019Q2 20203
ATWOOD & PALMER INC 210.00%0.00%0.00%Q3 2015Q4 20173
WEST CHESTER CAPITAL ADVISORS, INC 330.09%0.10%0.11%Q2 2013Q4 20133
Allen Investment Management, LLC 330.15%0.17%0.20%Q4 2014Q2 20153
Claraphi Advisory Network, LLC 210.12%0.12%0.12%Q3 2019Q2 20203
Inlet Private Wealth, LLC 330.12%0.20%0.26%Q3 2020Q1 20213
MYCIO WEALTH PARTNERS, LLC 330.00%0.00%0.00%Q1 2014Q3 20143
Cordasco Financial Network 330.00%0.00%0.01%Q3 2020Q1 20213
FFT WEALTH MANAGEMENT LLC 330.08%0.11%0.16%Q1 2020Q3 20203
WOLVERINE ASSET MANAGEMENT LLC 110.00%0.00%0.00%Q1 2016Q3 20203
LexAurum Advisors, LLC 330.60%0.69%0.77%Q4 2017Q2 20183
W.G. Shaheen & Associates DBA Whitney & Co 331.51%1.56%1.60%Q3 2020Q1 20213
CT Financial Advisors LLC 330.01%0.01%0.01%Q3 2016Q1 20173
GeoWealth Management, LLC 210.01%0.09%0.18%Q3 2019Q1 20213
AlphaOne Investment Services, LLC 330.01%0.01%0.01%Q3 2017Q1 20183
Jordan Park Group LLC 330.16%17.20%26.40%Q4 2017Q2 20183
Professional Financial Advisors, LLC 330.44%0.50%0.57%Q2 2020Q4 20203
KILEY JUERGENS WEALTH MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2017Q3 20183
Temasek Holdings (Private) Ltd 330.37%0.42%0.44%Q3 2020Q1 20213
GlobalBridge, Inc. 210.11%0.14%0.20%Q2 2013Q1 20143
S. R. Schill & Associates 210.67%1.44%2.53%Q2 2016Q1 20193
Bogart Wealth, LLC 330.00%0.00%0.00%Q1 2020Q3 20203
UBS ASSET MANAGEMENT AMERICAS INC 210.00%0.00%0.00%Q4 2016Q1 20183
SIGNET FINANCIAL MANAGEMENT, LLC 330.00%0.01%0.01%Q1 2018Q3 20183
Archford Capital Strategies, LLC 210.00%0.01%0.01%Q2 2018Q2 20193
WealthStone, Inc. 330.04%0.18%0.28%Q1 2019Q3 20193
Black Diamond Financial, LLC 330.14%0.16%0.17%Q3 2020Q1 20213
Aft, Forsyth & Sober, LLC 330.07%0.88%1.76%Q2 2016Q4 20163
BANK OF NOVA SCOTIA 330.00%0.00%0.01%Q1 2013Q3 20133
Providence Capital Advisors, LLC 210.00%0.01%0.01%Q4 2017Q1 20213
TOMPKINS FINANCIAL CORP 330.01%0.01%0.01%Q3 2020Q1 20213
Harbour Capital Advisors, LLC 210.02%0.32%0.67%Q1 2013Q1 20173
Key FInancial Inc 210.01%0.01%0.02%Q1 2020Q1 20213
Kestra Advisory Services, LLC 330.16%0.19%0.22%Q3 2020Q1 20213
WEST BANCORPORATION INC 330.10%0.17%0.21%Q1 2020Q3 20203
Pinnacle Bancorp, Inc. 330.01%0.01%0.01%Q3 2020Q1 20213
Acorn Wealth Advisors, LLC 330.07%0.07%0.08%Q4 2017Q2 20183
KELLEHER FINANCIAL ADVISORS 330.17%0.21%0.24%Q3 2020Q1 20213
Divergent Wealth Advisors 330.04%0.04%0.04%Q1 2018Q3 20183
Ameritas Investment Partners, Inc. 330.00%0.00%0.00%Q1 2020Q3 20203
HENGEHOLD CAPITAL MANAGEMENT LLC 210.04%0.05%0.06%Q2 2013Q3 20143
LFA - Lugano Financial Advisors SA 330.03%0.04%0.04%Q2 2018Q4 20183
SG3 Management, LLC 220.01%0.02%0.03%Q3 2020Q4 20203
Vision Capital Management, Inc. 331.66%1.77%1.82%Q3 2020Q1 20213
QCM Cayman, Ltd. 210.18%0.56%0.96%Q3 2013Q4 20203
LANDAAS & CO /WI /ADV 210.03%0.03%0.04%Q3 2017Q2 20183
Northside Capital Management, LLC 330.38%0.42%0.45%Q3 2020Q1 20213
Bell Rock Capital LLC 110.03%0.22%0.41%Q4 2019Q1 20222
Fund Evaluation Group, LLC 220.12%0.12%0.12%Q2 2013Q3 20132
McCarthy Asset Management, Inc. 220.12%0.13%0.14%Q4 2020Q1 20212
WOODWARD DIVERSIFIED CAPITAL, LLC 221.84%2.38%2.91%Q4 2020Q1 20212
PATRON PARTNERS, LLC 220.34%0.38%0.43%Q4 2020Q1 20212
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 220.00%0.00%0.00%Q1 2018Q2 20182
PIN OAK INVESTMENT ADVISORS INC 110.00%0.04%0.08%Q2 2020Q1 20212
IronBridge Private Wealth, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
ROPES WEALTH ADVISORS LLC 110.00%0.00%0.01%Q3 2018Q4 20202
Moisand Fitzgerald Tamayo, LLC 110.00%0.01%0.01%Q3 2018Q4 20202
Marquette Asset Management, LLC 220.01%0.01%0.01%Q2 2019Q3 20192
Linscomb & Williams, Inc. 110.01%0.01%0.02%Q2 2013Q4 20192
Accel Wealth Management 220.04%0.04%0.05%Q4 2020Q1 20212
Chesley Taft & Associates LLC 220.02%0.02%0.02%Q2 2013Q3 20132
Good Life Advisors, LLC 220.07%0.08%0.09%Q1 2020Q2 20202
SATOVSKY ASSET MANAGEMENT LLC 221.17%1.34%1.50%Q4 2020Q1 20212
WOLFF WIESE MAGANA LLC 220.07%0.11%0.15%Q4 2020Q1 20212
RFG Advisory, LLC 110.03%0.28%0.52%Q2 2015Q1 20212
Towerpoint Wealth, LLC 220.18%0.40%0.61%Q4 2020Q1 20212
Destiny Wealth Partners, LLC 220.03%0.03%0.03%Q4 2020Q1 20212
Keystone Financial Group 220.50%0.60%0.70%Q4 2020Q1 20212
Grand Central Investment Group 221.62%1.65%1.69%Q4 2020Q1 20212
Tortoise Investment Management, LLC 220.00%0.00%0.00%Q2 2016Q3 20162
PENSECO FINANCIAL SERVICES CORP 220.01%0.01%0.01%Q2 2013Q3 20132
Bickling Financial Services, Inc. 220.89%1.25%1.61%Q4 2020Q1 20212
Prince Street Capital Management LLC 224.69%6.10%7.51%Q1 2020Q2 20202
Ratan Capital Management LP 222.21%2.49%2.77%Q3 2020Q4 20202
Jolley Asset Management, LLC 220.11%0.11%0.11%Q2 2016Q3 20162
Lavaca Capital LLC 220.01%0.01%0.01%Q4 2018Q1 20192
Crumly & Associates Inc. 220.32%0.34%0.36%Q4 2019Q1 20202
SevenBridge Financial Group, LLC 220.03%0.27%0.51%Q1 2016Q2 20162
BARING ASSET MANAGEMENT Ltd 110.21%0.49%0.77%Q1 2016Q1 20172
Twin Lakes Capital Management, LLC 220.37%0.42%0.48%Q4 2020Q1 20212
STATE STREET CORP 110.00%0.00%0.00%Q2 2013Q4 20132
Visium Asset Management, LP 110.00%0.00%0.00%Q2 2014Q4 20142
BRR OpCo, LLC 110.02%0.03%0.03%Q3 2020Q1 20212
GREAT LAKES ADVISORS, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
PEAPACK GLADSTONE FINANCIAL CORP 220.01%0.01%0.01%Q3 2018Q4 20182
ACG Wealth 220.03%0.03%0.03%Q3 2020Q4 20202
WFA of San Diego, LLC 220.01%0.08%0.16%Q4 2020Q1 20212
Cornell Pochily Investment Advisors, Inc. 220.12%0.14%0.17%Q4 2020Q1 20212
Birchcreek Wealth Management, LLC 220.94%1.06%1.17%Q4 2020Q1 20212
Doyle Wealth Management 110.00%0.00%0.00%Q4 2018Q2 20192
Planned Solutions, Inc. 220.04%0.05%0.05%Q3 2020Q4 20202
Smith Affiliated Capital Corp. 220.04%0.07%0.10%Q3 2015Q4 20152
Venture Visionary Partners LLC 220.09%0.11%0.13%Q4 2020Q1 20212
Phoenix Wealth Advisors 220.23%0.24%0.24%Q4 2020Q1 20212
Members Trust Co 110.01%0.01%0.01%Q3 2020Q1 20212
TCW GROUP INC 220.00%0.00%0.00%Q4 2020Q1 20212
America First Investment Advisors, LLC 220.00%0.00%0.01%Q3 2013Q4 20132
Kessler Investment Group, LLC 110.01%0.01%0.01%Q3 2013Q1 20212
Shepherd Financial Partners LLC 222.14%2.41%2.67%Q4 2020Q1 20212
Gladius Capital Management LP 221.40%1.73%2.05%Q4 2020Q1 20212
Aurora Private Wealth, Inc. 220.06%0.09%0.12%Q4 2019Q1 20202
N.E.W. Advisory Services LLC 110.04%0.04%0.04%Q1 2021Q1 20222
Colony Family Offices, LLC 220.15%0.19%0.23%Q4 2020Q1 20212
Greenhouse Wealth Management, LLC 222.06%2.17%2.28%Q4 2020Q1 20212
One Charles Private Wealth Services, LLC 222.52%3.22%3.93%Q2 2020Q3 20202
Bridgecreek Investment Management, LLC 220.05%0.08%0.10%Q2 2013Q3 20132
Mountain Lake Investment Management LLC 222.24%2.24%2.24%Q2 2013Q3 20132
Old North State Trust, LLC 220.01%0.01%0.01%Q4 2020Q1 20212
ShoreHaven Wealth Partners, LLC 222.18%2.28%2.39%Q4 2020Q1 20212
Horan Capital Advisors, LLC. 220.24%0.26%0.28%Q4 2020Q1 20212
Regal Wealth Group, Inc. 220.02%0.02%0.02%Q4 2020Q1 20212
ENCOMPASS WEALTH ADVISORS, LLC 220.12%0.20%0.29%Q4 2020Q1 20212
Global Wealth Management Investment Advisory, Inc. 110.00%0.00%0.00%Q4 2018Q4 20192
Wescott Financial Advisory Group, LLC 220.29%0.32%0.34%Q4 2020Q1 20212
Ameraudi Asset Management, Inc. 220.12%0.14%0.15%Q3 2020Q4 20202
EPG Wealth Management LLC 220.02%0.03%0.04%Q4 2019Q1 20202
Mayflower Financial Advisors, LLC 220.09%0.10%0.11%Q4 2020Q1 20212
FundX Investment Group, LLC 220.46%0.48%0.50%Q3 2020Q4 20202
Nuveen Asset Management, LLC 220.00%0.00%0.00%Q2 2013Q3 20132
FIRST CITIZENS BANK & TRUST CO 220.07%0.07%0.08%Q1 2018Q2 20182
Tacita Capital Inc 220.15%0.25%0.35%Q4 2020Q1 20212
SWS Partners 220.02%0.02%0.02%Q4 2017Q1 20182
DAVIDSON & GARRARD INC 220.22%0.23%0.23%Q2 2013Q3 20132
FACTORY MUTUAL INSURANCE CO 220.20%0.22%0.24%Q4 2020Q1 20212
SageGuard Financial Group, LLC 220.54%0.56%0.58%Q4 2020Q1 20212
OXFORD ASSET MANAGEMENT LLP 220.09%0.14%0.18%Q2 2018Q3 20182
Cypress Capital Group 220.10%0.11%0.12%Q4 2020Q1 20212
Stonebridge Capital Advisors LLC 220.00%0.00%0.00%Q1 2021Q2 20212
Trilogy Capital Inc. 220.00%0.00%0.01%Q2 2018Q3 20182
CAROLINAS WEALTH CONSULTING LLC 220.02%0.03%0.03%Q4 2020Q1 20212
Mitsubishi UFJ Trust & Banking Corp 220.03%0.04%0.06%Q2 2017Q3 20172
Marino Management, LLC 221.26%1.30%1.33%Q4 2020Q1 20212
Centerpoint Advisors, LLC 220.01%0.01%0.01%Q4 2019Q1 20202
Sumitomo Mitsui DS Asset Management Company, Ltd 220.01%0.01%0.01%Q4 2020Q1 20212
Bard Financial Services, Inc. 220.10%0.11%0.12%Q4 2020Q1 20212
Mosaic Advisors LLC 223.66%3.83%3.99%Q4 2020Q1 20212
First National Bank of South Miami 220.01%0.01%0.01%Q4 2020Q1 20212
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 220.15%0.17%0.18%Q4 2020Q1 20212
Pinnacle Wealth Management Advisory Group, LLC 220.07%0.07%0.07%Q2 2018Q3 20182
E&G Advisors, LP 220.19%0.35%0.52%Q3 2019Q4 20192
M. Kulyk & Associates, LLC 220.08%0.10%0.13%Q4 2020Q1 20212
ERTS Wealth Advisors, LLC 220.01%0.01%0.01%Q4 2018Q1 20192
DT Investment Partners, LLC 222.37%2.52%2.68%Q2 2013Q3 20132
FIRETHORN WEALTH PARTNERS, LLC 220.19%0.21%0.23%Q4 2020Q1 20212
New Vernon Capital Holdings II LLC 220.25%0.28%0.31%Q3 2020Q4 20202
Procyon Advisors, LLC 220.00%0.00%0.00%Q4 2019Q1 20202
BENNICAS & ASSOCIATES, INC. 220.08%0.09%0.10%Q2 2013Q3 20132
R.P. Boggs & Co. 220.28%0.28%0.28%Q4 2020Q1 20212
PRIO WEALTH LIMITED PARTNERSHIP 220.01%0.01%0.01%Q2 2013Q3 20132
JGP Wealth Management, LLC 220.07%0.12%0.16%Q4 2020Q1 20212
Fiduciary Planning LLC 220.08%0.10%0.12%Q4 2020Q1 20212
Ruggie Capital Group 110.00%2.07%4.13%Q4 2018Q3 20202
Cardinal Point Wealth Management LLC 224.83%4.96%5.10%Q4 2020Q1 20212
GOFEN & GLOSSBERG LLC /IL/ 220.01%0.01%0.01%Q4 2020Q1 20212
STIFEL NICOLAUS & CO INC \MO\ 220.15%0.15%0.16%Q2 2013Q3 20132
Elephas Investment Management Ltd 221.87%3.12%4.36%Q4 2018Q1 20192
AJ WEALTH STRATEGIES, LLC 220.07%0.08%0.09%Q3 2020Q4 20202
PANAGORA ASSET MANAGEMENT INC 220.01%0.01%0.01%Q2 2013Q3 20132
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 110.07%0.09%0.11%Q1 2021Q1 20222
HERITAGE INVESTORS MANAGEMENT CORP 220.02%0.02%0.02%Q2 2013Q3 20132
CMT Asset Management Ltd 220.04%0.06%0.07%Q3 2013Q4 20132
Veritas Investment Management (UK) Ltd 110.15%0.17%0.20%Q1 2013Q3 20132
Concorde Asset Management, LLC 220.15%0.18%0.20%Q3 2020Q4 20202
NORTHWEST INVESTMENT COUNSELORS, LLC 110.01%0.01%0.01%Q3 2019Q1 20212
BOSTON FAMILY OFFICE LLC 220.07%0.07%0.08%Q4 2020Q1 20212
Willingdon Wealth Management 220.01%0.01%0.02%Q3 2017Q4 20172
TPB WEALTH ADVISORS 221.38%1.48%1.58%Q4 2020Q1 20212
Squar Milner Financial Services LLC 220.04%0.05%0.06%Q4 2018Q1 20192
Interchange Capital Partners, LLC 222.24%2.41%2.59%Q4 2020Q1 20212
Fulcrum Equity Management 220.41%0.41%0.41%Q3 2020Q4 20202
VERUS CAPITAL PARTNERS, LLC 221.15%1.19%1.23%Q4 2019Q1 20202
Cadent Capital Advisors, LLC 220.75%0.85%0.94%Q4 2020Q1 20212
LILLEY & CO 220.07%0.07%0.07%Q2 2013Q3 20132
INTEGRATED WEALTH COUNSEL, LLC 220.04%0.04%0.05%Q3 2016Q4 20162
SANDERS MORRIS HARRIS LLC 110.03%0.19%0.35%Q1 2016Q1 20212
HOEY INVESTMENTS, INC 220.00%0.00%0.00%Q4 2020Q1 20212
Matterhorn Capital Management, LLC 220.11%0.11%0.11%Q1 2016Q2 20162
TRUEWEALTH LLC 110.00%0.00%0.00%Q2 2018Q2 20192
OAK FAMILY ADVISORS, LLC 220.32%0.49%0.66%Q4 2020Q1 20212
CoreFirst Bank & Trust 220.01%0.01%0.01%Q4 2020Q1 20212
COWA, LLC 222.48%3.24%4.00%Q4 2020Q1 20212
TD AMERITRADE INVESTMENT MANAGEMENT, LLC 220.00%0.00%0.00%Q2 2019Q3 20192
Hefty Wealth Partners 220.00%0.00%0.00%Q4 2015Q1 20162
Accretive Wealth Partners, LLC 223.22%4.19%5.15%Q4 2020Q1 20212
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 110.00%0.01%0.03%Q2 2013Q4 20202
Willow Street Advisors LLC 220.96%0.99%1.02%Q3 2013Q4 20132
XR Securities LLC 220.00%0.00%0.01%Q1 2021Q2 20212
Source Financial Advisors LLC 220.12%0.16%0.20%Q4 2020Q1 20212
TruWealth Advisors, LLC 220.03%0.11%0.19%Q4 2020Q1 20212
Hexagon Capital Partners LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Fulcrum Capital LLC 220.14%0.14%0.14%Q4 2017Q1 20182
Fusion Investment Group, LLC 220.09%0.10%0.10%Q4 2013Q1 20142
Klingman & Associates, LLC 110.00%0.01%0.02%Q2 2016Q1 20212
CGN Advisors LLC 220.11%0.14%0.18%Q4 2020Q1 20212
SouthState Corp 220.09%0.09%0.09%Q2 2013Q3 20132
IMA Wealth, Inc. 110.00%0.03%0.06%Q2 2018Q4 20182
Wealth Management Partners, LLC 224.11%4.20%4.28%Q4 2020Q1 20212
Edge Wealth Management LLC 220.34%0.38%0.42%Q2 2020Q3 20202
KANAWHA CAPITAL MANAGEMENT LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Sabal Trust CO 220.01%0.01%0.02%Q4 2020Q1 20212
Laird Norton Wetherby Trust Company, LLC 220.22%0.25%0.27%Q4 2020Q1 20212
Clarity Financial LLC 220.11%1.48%2.84%Q4 2020Q1 20212
Beacon Harbor Wealth Advisors, Inc. 221.76%3.89%6.03%Q2 2020Q3 20202
AFT, FORSYTH & COMPANY, INC. 220.01%0.01%0.01%Q2 2013Q3 20132
Newport Capital Group, LLC 220.15%0.17%0.18%Q4 2020Q1 20212
Novak Financial Planning, LLC 221.91%1.96%2.01%Q4 2020Q1 20212
MainStreet Investment Advisors LLC 222.26%2.41%2.57%Q4 2020Q1 20212
Vontobel Holding Ltd. 220.00%0.00%0.00%Q4 2020Q1 20212
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 110.02%0.66%1.30%Q4 2020Q1 20222
First Pacific Financial 220.75%0.78%0.81%Q4 2020Q1 20212
Carnick & Kubik, LLC 110.00%0.00%0.00%Q3 2015Q1 20162
Bellwether Investment Group, LLC 220.00%0.00%0.01%Q4 2016Q1 20172
Sterling Financial Planning, Inc. 223.83%4.04%4.26%Q4 2020Q1 20212
Golden State Equity Partners 221.05%1.06%1.07%Q4 2020Q1 20212
MONTAG A & ASSOCIATES INC 220.00%0.00%0.00%Q4 2020Q1 20212
Valley Brook Capital Group, Inc. 220.00%0.00%0.01%Q4 2020Q1 20212
Latitude Advisors, LLC 220.22%0.23%0.25%Q4 2020Q1 20212
THOMASPARTNERS, INC. 220.00%0.00%0.00%Q4 2016Q1 20172
NorthCrest Asset Manangement, LLC 220.77%0.79%0.81%Q2 2022Q3 20222
Arlington Partners LLC 220.37%0.45%0.52%Q4 2020Q1 20212
WealthOne, LLC 110.37%0.42%0.47%Q4 2018Q2 20192
Bellwether Advisors, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Bank Pictet & Cie (Europe) AG 220.03%0.04%0.05%Q4 2017Q1 20182
DB Wealth Management Group, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Annex Advisory Services, LLC 220.29%0.35%0.41%Q2 2013Q3 20132
6 Meridian 220.39%0.44%0.48%Q4 2017Q1 20182
Rainier Group Investment Advisory LLC 229.19%9.20%9.20%Q4 2016Q1 20172
Global Endowment Management, LP 110.03%0.04%0.05%Q4 2016Q2 20182
MONEY CONCEPTS CAPITAL CORP 220.25%0.26%0.28%Q4 2020Q1 20212
TMD Wealth Management, LLC 224.08%4.28%4.48%Q4 2020Q1 20212
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 110.00%0.00%0.00%Q2 2014Q3 20152
Crescent Capital Consulting, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Empirical Finance, LLC 220.10%0.10%0.10%Q2 2020Q3 20202
Private Vista, LLC 220.06%0.07%0.09%Q1 2020Q2 20202
Elite Wealth Management, Inc. 220.04%0.05%0.07%Q2 2014Q3 20142
SOA Wealth Advisors, LLC. 220.00%0.00%0.00%Q4 2020Q1 20212
Tradition Wealth Management, LLC 220.08%0.08%0.09%Q4 2020Q1 20212
RMR Wealth Builders 110.00%0.09%0.17%Q3 2020Q1 20212
FINANCIAL MANAGEMENT NETWORK INC 221.46%1.53%1.61%Q4 2020Q1 20212
Main Street Financial Solutions, LLC 220.08%0.09%0.10%Q4 2020Q1 20212
Smith, Salley & Associates 220.03%0.07%0.11%Q4 2020Q1 20212
COMMONWEALTH BANK OF AUSTRALIA 220.00%0.01%0.01%Q3 2016Q4 20162
CAPITAL ONE, NATIONAL ASSOCIATION 220.01%0.01%0.01%Q1 2018Q2 20182
Total Clarity Wealth Management, Inc. 110.00%0.01%0.01%Q4 2019Q1 20212
Integrated Advisors Network LLC 220.02%0.05%0.08%Q4 2020Q1 20212
Pegasus Partners Ltd. 222.88%3.21%3.53%Q2 2015Q3 20152
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 220.01%0.01%0.02%Q1 2020Q2 20202
MARINO, STRAM & ASSOCIATES LLC 220.01%0.01%0.01%Q4 2017Q1 20182
Galvin, Gaustad & Stein, LLC 220.02%0.02%0.02%Q4 2020Q1 20212
Clarkston Capital Partners, LLC 220.00%0.00%0.00%Q4 2020Q1 20212
CoreCommodity Management, LLC 221.30%1.87%2.44%Q3 2013Q4 20132
Counsel Portfolio Services Inc. 220.07%0.12%0.17%Q2 2013Q3 20132
Gemmer Asset Management LLC 220.13%0.13%0.14%Q1 2014Q2 20142
Alaska Permanent Fund Corp 223.28%3.46%3.65%Q4 2020Q1 20212
FWL INVESTMENT MANAGEMENT, LLC 220.42%0.49%0.56%Q4 2020Q1 20212
Truepoint, Inc. 220.04%0.04%0.04%Q4 2015Q1 20162
ASPIRIANT HOLDINGS S3, LLC 220.15%0.16%0.17%Q3 2013Q4 20132
MISSOURI VALLEY PARTNERS, INC. 221.16%1.20%1.22%Q2 2013Q3 20132
TBH Global Asset Management, LLC 221.52%1.63%1.74%Q1 2020Q2 20202
Sound View Wealth Advisors, LLC 220.09%0.09%0.10%Q4 2018Q1 20192
PORTOLA GROUP INC /CA 110.14%0.14%0.14%Q2 2013Q2 20131
SUSQUEHANNA TRUST & INVESTMENT CO 110.05%0.05%0.05%Q2 2013Q2 20131
SVA Wealth Management, LLC 110.11%0.11%0.11%Q4 2020Q4 20201
Manatuck Hill Partners, LLC 110.49%0.49%0.49%Q4 2016Q4 20161
Sierra Capital LLC 110.88%0.88%0.88%Q1 2021Q1 20211
BEL AIR INVESTMENT ADVISORS LLC 110.03%0.03%0.03%Q2 2013Q2 20131
Ifrah Financial Services, Inc. 110.30%0.30%0.30%Q1 2021Q1 20211
Crabel Capital Management, LLC 110.68%0.68%0.68%Q1 2018Q1 20181
Better Money Decisions, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Horrell Capital Management, Inc. 110.00%0.00%0.00%Q2 2016Q2 20161
Triangle Securities Wealth Management 110.03%0.03%0.03%Q2 2013Q2 20131
COMPTON CAPITAL MANAGEMENT INC /RI 110.08%0.08%0.08%Q2 2013Q2 20131
Brand Asset Management Group, Inc. 110.00%0.00%0.00%Q2 2020Q2 20201
Measured Wealth Private Client Group, LLC 110.02%0.02%0.02%Q3 2018Q3 20181
Gabalex Capital Management LLC 113.45%3.45%3.45%Q1 2018Q1 20181
CFS Investment Advisory Services, LLC 110.34%0.34%0.34%Q4 2020Q4 20201
Montis Financial, LLC 110.27%0.27%0.27%Q4 2020Q4 20201
Daniels&Tansey,LLP 111.29%1.29%1.29%Q3 2020Q3 20201
Stelac Advisory Services LLC 110.34%0.34%0.34%Q3 2019Q3 20191
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Castle Rock Wealth Management, LLC 110.14%0.14%0.14%Q1 2021Q1 20211
Rinet Co LLC 110.04%0.04%0.04%Q1 2021Q1 20211
TELEMUS CAPITAL, LLC 110.00%0.00%0.00%Q4 2017Q4 20171
WESTWOOD HOLDINGS GROUP INC 110.00%0.00%0.00%Q4 2019Q4 20191
Chapwood Capital Investment Management, LLC 110.17%0.17%0.17%Q4 2019Q4 20191
Cadence Bank 110.07%0.07%0.07%Q3 2018Q3 20181
Thomasville National Bank 110.01%0.01%0.01%Q1 2015Q1 20151
Keeler Thomas Management LLC 110.00%0.00%0.00%Q4 2017Q4 20171
Parasol Investment Management, LLC 110.08%0.08%0.08%Q2 2014Q2 20141
Turim 21 Investimentos Ltda. 110.02%0.02%0.02%Q3 2020Q3 20201
Paulson Wealth Management Inc. 110.00%0.00%0.00%Q4 2017Q4 20171
Ascension Capital Advisors, Inc. 110.18%0.18%0.18%Q1 2020Q1 20201
Legacy Wealth Management, Inc 110.00%0.00%0.00%Q4 2016Q4 20161
Janney Capital Management LLC 110.25%0.25%0.25%Q3 2019Q3 20191
Brown Miller Wealth Management, LLC 110.14%0.14%0.14%Q1 2021Q1 20211
Lebenthal Global Advisors, LLC 110.02%0.02%0.02%Q4 2020Q4 20201
ABERDEEN ASSET MANAGEMENT PLC/UK 110.07%0.07%0.07%Q1 2017Q1 20171
KGH Ltd 110.44%0.44%0.44%Q3 2019Q3 20191
Harrington Investments, INC 110.12%0.12%0.12%Q1 2021Q1 20211
WealthCare Investment Partners, LLC 110.22%0.22%0.22%Q1 2022Q1 20221
Donoghue Forlines LLC 110.52%0.52%0.52%Q4 2017Q4 20171
Tikvah Management LLC 110.46%0.46%0.46%Q1 2021Q1 20211
Abacus Wealth Partners, LLC 110.15%0.15%0.15%Q1 2021Q1 20211
Western Asset Management Company, LLC 110.04%0.04%0.04%Q3 2020Q3 20201
Cornerstone Financial Partners, LLC 110.04%0.04%0.04%Q1 2017Q1 20171
Laird Norton Wetherby Wealth Management, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
E Fund Management Co., Ltd. 110.44%0.44%0.44%Q1 2021Q1 20211
Verus Financial Partners, Inc. 110.03%0.03%0.03%Q1 2022Q1 20221
CapWealth Advisors, LLC 110.00%0.00%0.00%Q3 2016Q3 20161
Alpha Cubed Investments, LLC 110.28%0.28%0.28%Q4 2013Q4 20131
BRADLEY FOSTER & SARGENT INC/CT 110.02%0.02%0.02%Q2 2013Q2 20131
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 110.12%0.12%0.12%Q3 2020Q3 20201
State of New Jersey Common Pension Fund E 1120.45%20.45%20.45%Q1 2014Q1 20141
Exchange Capital Management, Inc. 110.01%0.01%0.01%Q2 2013Q2 20131
Watson Rebecca 110.02%0.02%0.02%Q2 2020Q2 20201
Keel Point, LLC 110.02%0.02%0.02%Q2 2020Q2 20201
CORBETT ROAD CAPITAL MANAGEMENT, LLC 110.53%0.53%0.53%Q3 2020Q3 20201
CAPSTONE ASSET MANAGEMENT CO 110.01%0.01%0.01%Q4 2013Q4 20131
Clearshares LLC 116.65%6.65%6.65%Q2 2020Q2 20201
Salomon & Ludwin, LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Virtue Capital Management, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Busey Bank 110.00%0.00%0.00%Q4 2019Q4 20191
Argent Wealth Management LLC 110.03%0.03%0.03%Q2 2020Q2 20201
WEBSTER BANK, N. A. 110.02%0.02%0.02%Q2 2013Q2 20131
MBL Wealth, LLC 110.10%0.10%0.10%Q1 2021Q1 20211
Stevens First Principles Investment Advisors 110.00%0.00%0.00%Q2 2013Q2 20131
Checchi Capital Advisers, LLC 110.01%0.01%0.01%Q1 2016Q1 20161
Barnett & Company, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
Guardian Wealth Advisors, LLC 111.29%1.29%1.29%Q1 2021Q1 20211
Core Wealth Advisors, Inc. 114.82%4.82%4.82%Q4 2019Q4 20191
Field & Main Bank 110.01%0.01%0.01%Q1 2018Q1 20181
Urban Wealth Management, LLC 114.98%4.98%4.98%Q4 2020Q4 20201
EDMOND DE ROTHSCHILD (MONACO) 110.04%0.04%0.04%Q3 2016Q3 20161
Vigilare Wealth Management 110.26%0.26%0.26%Q1 2021Q1 20211
Portfolio Strategies Inc 110.08%0.08%0.08%Q4 2016Q4 20161
Coronation Fund Managers Ltd. 110.04%0.04%0.04%Q1 2021Q1 20211
IAM Advisory, LLC 110.39%0.39%0.39%Q2 2021Q2 20211
Rikoon Group, LLC 111.94%1.94%1.94%Q3 2016Q3 20161
FULTON BANK, N.A. 110.01%0.01%0.01%Q2 2018Q2 20181
Safeguard Investment Advisory Group, LLC 110.03%0.03%0.03%Q4 2020Q4 20201
CONDOR CAPITAL MANAGEMENT 110.03%0.03%0.03%Q1 2021Q1 20211
QUADRANT CAPITAL GROUP LLC 110.00%0.00%0.00%Q4 2020Q4 20201
Winchester Group Inc. 110.47%0.47%0.47%Q3 2013Q3 20131
Nalls Sherbakoff Group, LLC 110.08%0.08%0.08%Q4 2018Q4 20181
CVA Family Office, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Independence Trust CO 110.24%0.24%0.24%Q1 2016Q1 20161
BANK OF NOVA SCOTIA TRUST CO 110.01%0.01%0.01%Q3 2017Q3 20171
Buckley Wealth Management, LLC 110.16%0.16%0.16%Q4 2020Q4 20201
MGO ONE SEVEN LLC 110.00%0.00%0.00%Q4 2018Q4 20181
Darwin Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
CATALYST PRIVATE WEALTH, LLC 110.06%0.06%0.06%Q3 2020Q3 20201
Stone House Investment Management, LLC 110.04%0.04%0.04%Q1 2019Q1 20191
Meiji Yasuda Life Insurance Co 110.23%0.23%0.23%Q3 2016Q3 20161
CAZENOVE CAPITAL MANAGEMENT LTD 110.05%0.05%0.05%Q2 2013Q2 20131
Strategic Wealth Partners Group, LLC 110.03%0.03%0.03%Q1 2018Q1 20181
Jackson Wealth Management, LLC 110.00%0.00%0.00%Q3 2015Q3 20151
AVAII WEALTH MANAGEMENT, LLC 110.83%0.83%0.83%Q1 2022Q1 20221
HATTON CONSULTING, INC. 113.61%3.61%3.61%Q1 2021Q1 20211
SMITH CHAS P & ASSOCIATES PA CPAS 110.03%0.03%0.03%Q3 2014Q3 20141
STATE OF WISCONSIN INVESTMENT BOARD 110.00%0.00%0.00%Q2 2019Q2 20191
Systelligence, LLC 116.85%6.85%6.85%Q1 2021Q1 20211
Samson Capital Advisors LLC 112.07%2.07%2.07%Q1 2015Q1 20151
CAPRIN ASSET MANAGEMENT LLC /ADV 110.01%0.01%0.01%Q3 2016Q3 20161
GPS Wealth Strategies Group, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
AI Financial Services LLC 110.49%0.49%0.49%Q4 2017Q4 20171
Old Port Advisors 110.09%0.09%0.09%Q1 2021Q1 20211
BEESE FULMER INVESTMENT MANAGEMENT, INC. 110.01%0.01%0.01%Q2 2020Q2 20201
PRINCETON CAPITAL MANAGEMENT LLC 110.01%0.01%0.01%Q3 2019Q3 20191
EXANE DERIVATIVES 110.10%0.10%0.10%Q4 2020Q4 20201
Sensible Financial Planning & Management, LLC. 110.00%0.00%0.00%Q2 2016Q2 20161
INSIGHT 2811, INC. 110.17%0.17%0.17%Q1 2022Q1 20221
Fore Capital, LLC 110.71%0.71%0.71%Q4 2019Q4 20191
Claybrook Capital, LLC 110.39%0.39%0.39%Q4 2018Q4 20181
Investment Research & Advisory Group, Inc. 110.00%0.00%0.00%Q3 2020Q3 20201
SIMMONS FIRST TRUST CO NA 110.02%0.02%0.02%Q4 2015Q4 20151
JEPPSON WEALTH MANAGEMENT, LLC 110.05%0.05%0.05%Q3 2020Q3 20201
SevenOneSeven Capital Management 113.42%3.42%3.42%Q1 2021Q1 20211
MBA Advisors LLC 111.35%1.35%1.35%Q1 2021Q1 20211
TWO SIGMA INVESTMENTS, LP 110.00%0.00%0.00%Q1 2014Q1 20141
Clarfeld Financial Advisors, LLC 110.12%0.12%0.12%Q4 2018Q4 20181
NEXT Financial Holdings 110.01%0.01%0.01%Q1 2019Q1 20191
ARCADIA INVESTMENT MANAGEMENT CORP/MI 110.04%0.04%0.04%Q1 2020Q1 20201
Strategic Capital Group LLC 110.05%0.05%0.05%Q2 2014Q2 20141
BRIGHTON JONES LLC 110.02%0.02%0.02%Q4 2020Q4 20201
HERITAGE WEALTH MANAGEMENT, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
PACES FERRY WEALTH ADVISORS, LLC 110.02%0.02%0.02%Q3 2020Q3 20201
Arcus Capital Partners, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
MACQUARIE GROUP LTD 110.00%0.00%0.00%Q2 2016Q2 20161
McAdam, LLC 110.01%0.01%0.01%Q3 2018Q3 20181
CHIRON CAPITAL MANAGEMENT, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
Thor Advisors, LLC 110.12%0.12%0.12%Q3 2019Q3 20191
Trexquant Investment LP 110.03%0.03%0.03%Q4 2020Q4 20201
Friedenthal Financial 113.11%3.11%3.11%Q1 2019Q1 20191
K.J. Harrison & Partners Inc 110.06%0.06%0.06%Q1 2019Q1 20191
NewEdge Wealth, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Anfield Capital Management, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
HC FINANCIAL ADVISORS INC 110.00%0.00%0.00%Q4 2020Q4 20201
DDD Partners, LLC 110.06%0.06%0.06%Q1 2021Q1 20211
PROFFITT & GOODSON INC 110.04%0.04%0.04%Q4 2018Q4 20181
FNY Partners Fund LP 110.18%0.18%0.18%Q1 2018Q1 20181
Stockman Wealth Management, Inc. 110.09%0.09%0.09%Q4 2020Q4 20201
Mariner Wealth Advisors-NYC, LLC 110.30%0.30%0.30%Q1 2015Q1 20151
ELEMENT POINTE ADVISORS, LLC 110.09%0.09%0.09%Q1 2021Q1 20211
Meridian Wealth Partners, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
EAGLE ASSET MANAGEMENT INC 110.01%0.01%0.01%Q4 2020Q4 20201
Reby Advisors, LLC 110.00%0.00%0.00%Q4 2020Q4 20201
TFO Wealth Partners, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
DORCHESTER WEALTH MANAGEMENT Co 110.06%0.06%0.06%Q1 2019Q1 20191
KB FINANCIAL PARTNERS, LLC 115.08%5.08%5.08%Q1 2021Q1 20211
Apella Capital, LLC 110.70%0.70%0.70%Q2 2021Q2 20211
LVZ, Inc. 110.14%0.14%0.14%Q3 2016Q3 20161
Paragon Wealth Strategies, LLC 112.48%2.48%2.48%Q2 2020Q2 20201
Waterloo Capital, L.P. 110.38%0.38%0.38%Q1 2020Q1 20201
CAPE ANN SAVINGS BANK 113.20%3.20%3.20%Q4 2020Q4 20201
COWEN INC. 110.05%0.05%0.05%Q1 2013Q1 20131
COHEN & STEERS CAPITAL MANAGEMENT INC 110.03%0.03%0.03%Q1 2015Q1 20151
Crestwood Advisors Group, LLC 110.00%0.00%0.00%Q1 2017Q1 20171
SteelPeak Wealth, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Strategic Blueprint, LLC 110.02%0.02%0.02%Q3 2019Q3 20191
Black Swift Group, LLC 110.01%0.01%0.01%Q1 2021Q1 20211
Buffington Mohr McNeal 110.00%0.00%0.00%Q1 2019Q1 20191
Gratus Capital, LLC 110.10%0.10%0.10%Q4 2014Q4 20141
Jackson Financial Management 110.67%0.67%0.67%Q4 2019Q4 20191
CANANDAIGUA NATIONAL BANK & TRUST CO 110.05%0.05%0.05%Q2 2013Q2 20131
STRATEGIC WEALTH MANAGEMENT INC 116.78%6.78%6.78%Q4 2012Q4 20121
VANCE WEALTH, INC. 110.45%0.45%0.45%Q1 2022Q1 20221
Capital Advisory Group Advisory Services, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
Regency Capital Management Inc.\DE 112.26%2.26%2.26%Q1 2021Q1 20211
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 110.72%0.72%0.72%Q4 2019Q4 20191
J.P. Turner & Co Capital Mnagement, LLC 110.14%0.14%0.14%Q4 2014Q4 20141
Avondale Wealth Management 110.04%0.04%0.04%Q4 2017Q4 20171
TFG Advisers LLC 110.01%0.01%0.01%Q4 2019Q4 20191
FORTEM FINANCIAL GROUP, LLC 110.01%0.01%0.01%Q4 2020Q4 20201
MBE Wealth Management, LLC 110.01%0.01%0.01%Q1 2020Q1 20201
BRAVE ASSET MANAGEMENT INC 111.74%1.74%1.74%Q1 2021Q1 20211
Centre Asset Management, LLC 110.46%0.46%0.46%Q1 2014Q1 20141
Horan Securities, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
Piscataqua Savings Bank 110.00%0.00%0.00%Q1 2021Q1 20211
Ironwood Financial, llc 110.00%0.00%0.00%Q4 2014Q4 20141
Tuttle Capital Management, LLC 110.27%0.27%0.27%Q1 2017Q1 20171
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 110.92%0.92%0.92%Q1 2021Q1 20211
FRANKLIN STREET ADVISORS INC /NC 110.08%0.08%0.08%Q2 2013Q2 20131
Oder Investment Management, LLC 110.05%0.05%0.05%Q4 2020Q4 20201
Bradley & Co. Private Wealth Management, LLC 110.60%0.60%0.60%Q1 2021Q1 20211
Glenview Trust Co 110.02%0.02%0.02%Q4 2010Q4 20101
WBH ADVISORY INC 110.37%0.37%0.37%Q1 2021Q1 20211
Paradigm Financial Advisors, LLC 110.02%0.02%0.02%Q1 2014Q1 20141
Brickley Wealth Management 110.08%0.08%0.08%Q1 2019Q1 20191
River Wealth Advisors LLC 110.01%0.01%0.01%Q2 2018Q2 20181
First Command Advisory Services, Inc. 110.00%0.00%0.00%Q4 2020Q4 20201
MBM Wealth Consultants, LLC 110.00%0.00%0.00%Q1 2021Q1 20211
B, B, H, & B INC. 110.01%0.01%0.01%Q4 2020Q4 20201
NOMURA HOLDINGS INC 110.00%0.00%0.00%Q1 2014Q1 20141
Weatherstone Capital Management 110.04%0.04%0.04%Q4 2018Q4 20181
Inspire Investing, LLC 110.03%0.03%0.03%Q4 2017Q4 20171
Legacy Advisors, LLC 110.02%0.02%0.02%Q2 2018Q2 20181
JUMP TRADING, LLC 110.09%0.09%0.09%Q3 2019Q3 20191
Soltis Investment Advisors LLC 110.04%0.04%0.04%Q4 2020Q4 20201
MILLIE CAPITAL MANAGEMENT, LLC 110.31%0.31%0.31%Q3 2016Q3 20161
Nationwide Fund Advisors 110.00%0.00%0.00%Q3 2016Q3 20161
First Capital Advisors Group, LLC. 110.00%0.00%0.00%Q1 2018Q1 20181
Keebeck Wealth Management, LLC 110.07%0.07%0.07%Q4 2020Q4 20201
Sage Capital Advisors,llc 110.29%0.29%0.29%Q2 2019Q2 20191
DRW Securities, LLC 110.00%0.00%0.00%Q1 2019Q1 20191
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.00%0.00%Q2 2021Q2 20211
Santori & Peters, Inc. 110.08%0.08%0.08%Q4 2017Q4 20171
COLLECTIVE FAMILY OFFICE LLC 110.26%0.26%0.26%Q4 2020Q4 20201
LAKE STREET FINANCIAL LLC 110.05%0.05%0.05%Q1 2021Q1 20211
CAPITAL INSIGHT PARTNERS, LLC 110.07%0.07%0.07%Q2 2020Q2 20201
B. Riley Financial, Inc. 110.04%0.04%0.04%Q3 2017Q3 20171
Prostatis Group LLC 111.09%1.09%1.09%Q4 2019Q4 20191
One Day In July LLC 110.05%0.05%0.05%Q1 2021Q1 20211
Savant Capital, LLC 110.02%0.02%0.02%Q2 2019Q2 20191
Windsor Wealth Management, Inc. 110.06%0.06%0.06%Q1 2020Q1 20201
Spire Wealth Management 110.02%0.02%0.02%Q1 2021Q1 20211
STANCORP INVESTMENT ADVISERS INC 110.01%0.01%0.01%Q4 2014Q4 20141
Sound Financial Strategies Group, LLC 1111.02%11.02%11.02%Q4 2020Q4 20201
D. E. Shaw & Co., Inc. 110.22%0.22%0.22%Q3 2020Q3 20201
Perpetual Ltd 112.07%2.07%2.07%Q3 2020Q3 20201
Coyle Financial Counsel LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Betterment LLC 110.00%0.00%0.00%Q2 2020Q2 20201
Elgethun Capital Management 110.01%0.01%0.01%Q4 2016Q4 20161
China Universal Asset Management Co., Ltd. 110.68%0.68%0.68%Q4 2021Q4 20211
PACIFIC CAPITAL WEALTH ADVISORS, INC 110.03%0.03%0.03%Q3 2020Q3 20201
ADVISOR CONSULTANT NETWORK INC 110.11%0.11%0.11%Q3 2016Q3 20161
PSI Advisors, LLC 110.01%0.01%0.01%Q4 2019Q4 20191
Avidian Wealth Solutions, LLC 110.02%0.02%0.02%Q1 2021Q1 20211
Global X Management CO LLC 110.01%0.01%0.01%Q2 2018Q2 20181
Westbourne Investment Advisors, Inc. 110.01%0.01%0.01%Q3 2018Q3 20181
Genesee Capital Advisors, LLC 110.39%0.39%0.39%Q2 2021Q2 20211
Kavar Capital Partners, LLC 110.01%0.01%0.01%Q1 2018Q1 20181
Osbon Capital Management LLC 110.41%0.41%0.41%Q2 2019Q2 20191
NewDay Solutions, LLC 110.01%0.01%0.01%Q4 2018Q4 20181
Fermata Advisors, LLC 112.82%2.82%2.82%Q1 2021Q1 20211
Kalos Management, Inc. 110.02%0.02%0.02%Q4 2015Q4 20151
Hefren-Tillotson, Inc. 110.00%0.00%0.00%Q4 2015Q4 20151
Great Lakes Retirement, Inc. 110.05%0.05%0.05%Q4 2019Q4 20191
Allegheny Financial Group LTD 110.11%0.11%0.11%Q4 2020Q4 20201
Carlson Capital Management 110.36%0.36%0.36%Q4 2020Q4 20201
Lumature Wealth Partners, LLC 110.08%0.08%0.08%Q1 2021Q1 20211
Alta Wealth Advisors LLC 110.66%0.66%0.66%Q4 2020Q4 20201
Guild Investment Management, Inc. 112.71%2.71%2.71%Q4 2012Q4 20121
Johanson Financial Advisors, Inc. 110.29%0.29%0.29%Q4 2019Q4 20191
Surevest, LLC 110.02%0.02%0.02%Q1 2022Q1 20221
SILVERCREST ASSET MANAGEMENT GROUP LLC 110.01%0.01%0.01%Q2 2013Q2 20131
Founders Financial Alliance, LLC 110.10%0.10%0.10%Q3 2020Q3 20201
Jump Financial, LLC 110.59%0.59%0.59%Q1 2021Q1 20211
Birch Capital Management, LLC 110.01%0.01%0.01%Q3 2020Q3 20201
External links

This page lists all the filers that currently own ISHARES GOLD TRUST or have owned ISHARES GOLD TRUST in the past.