Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 20 | 4 | 0.15% | 0.39% | 1.17% | Q1 2012 | Q1 2018 | 72 |
HSBC HOLDINGS PLC | 25 | 25 | 0.00% | 0.11% | 0.31% | Q1 2012 | Q1 2018 | 61 |
CITIGROUP INC | 20 | 20 | 0.03% | 0.75% | 2.86% | Q2 2013 | Q1 2018 | 60 |
Parallax Volatility Advisers, L.P. | 20 | 20 | 0.00% | 0.64% | 3.61% | Q2 2013 | Q1 2018 | 60 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20 | 20 | 0.03% | 0.62% | 2.87% | Q2 2013 | Q1 2018 | 59 |
ROYAL BANK OF CANADA | 20 | 20 | 0.00% | 0.11% | 0.32% | Q2 2013 | Q1 2018 | 58 |
HUNTINGTON NATIONAL BANK | 37 | 2 | 0.00% | 0.02% | 0.16% | Q1 2009 | Q3 2023 | 57 |
WELLS FARGO & COMPANY/MN | 20 | 20 | 0.00% | 0.08% | 0.37% | Q2 2013 | Q1 2018 | 57 |
Twin Tree Management, LP | 22 | 22 | 0.01% | 0.89% | 5.33% | Q4 2012 | Q1 2018 | 55 |
CREDIT SUISSE AG/ | 21 | 21 | 0.01% | 0.29% | 1.51% | Q1 2013 | Q1 2018 | 52 |
Walleye Trading LLC | 20 | 20 | 0.00% | 0.19% | 3.28% | Q2 2013 | Q1 2018 | 51 |
NOMURA HOLDINGS INC | 22 | 22 | 0.01% | 0.76% | 7.71% | Q4 2012 | Q1 2018 | 51 |
Jefferies Group LLC | 18 | 1 | 0.00% | 0.83% | 5.44% | Q2 2013 | Q1 2018 | 50 |
Creative Planning | 20 | 20 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q1 2018 | 47 |
BlackRock Inc. | 20 | 20 | 0.00% | 0.17% | 0.56% | Q2 2013 | Q1 2018 | 45 |
BNP PARIBAS FINANCIAL MARKETS | 20 | 20 | 0.00% | 0.93% | 3.96% | Q2 2013 | Q1 2018 | 44 |
Paloma Partners Management Co | 14 | 2 | 0.03% | 0.77% | 3.06% | Q1 2014 | Q1 2018 | 44 |
PEAK6 Group LLC | 14 | 4 | 0.00% | 0.06% | 0.37% | Q2 2013 | Q1 2018 | 43 |
WOLVERINE ASSET MANAGEMENT LLC | 20 | 20 | 0.00% | 0.36% | 2.38% | Q2 2013 | Q1 2018 | 43 |
BARCLAYS PLC | 20 | 20 | 0.03% | 1.06% | 4.93% | Q2 2013 | Q1 2018 | 42 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 42 | 42 | 0.08% | 0.17% | 0.27% | Q2 2013 | Q3 2023 | 42 |
UBS Group AG | 14 | 14 | 0.00% | 0.26% | 0.62% | Q4 2014 | Q1 2018 | 42 |
Financial Advisory Group | 42 | 42 | 0.24% | 1.49% | 2.89% | Q2 2013 | Q3 2023 | 42 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.00% | 0.08% | 0.95% | Q4 2013 | Q1 2018 | 41 |
Jump Trading, LLC | 10 | 8 | 0.08% | 2.38% | 7.01% | Q3 2013 | Q1 2018 | 41 |
Blue Edge Capital, LLC | 40 | 40 | 0.19% | 0.52% | 1.85% | Q4 2013 | Q3 2023 | 40 |
TWO SIGMA INVESTMENTS, LP | 17 | 2 | 0.00% | 0.16% | 0.94% | Q2 2013 | Q1 2018 | 39 |
Greenwich Wealth Management LLC | 24 | 13 | 0.14% | 0.95% | 2.05% | Q2 2013 | Q3 2022 | 37 |
BANK OF MONTREAL /CAN/ | 20 | 20 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q1 2018 | 37 |
Nadler Financial Group, Inc. | 36 | 36 | 0.72% | 0.95% | 1.41% | Q2 2013 | Q1 2022 | 36 |
Concert Wealth Management Inc. | 17 | 17 | 0.00% | 0.51% | 1.69% | Q2 2013 | Q2 2017 | 35 |
Spot Trading L.L.C | 13 | 13 | 0.00% | 0.13% | 0.85% | Q2 2013 | Q2 2016 | 33 |
SYMMETRY PEAK MANAGEMENT LLC | 16 | 3 | 0.20% | 5.68% | 19.66% | Q2 2013 | Q1 2018 | 33 |
WEDGEWOOD INVESTORS INC /PA/ | 32 | 32 | 0.20% | 0.42% | 0.74% | Q4 2015 | Q3 2023 | 32 |
BANK OF AMERICA CORP /DE/ | 20 | 20 | 0.03% | 0.18% | 0.39% | Q2 2013 | Q1 2018 | 32 |
MILLENNIUM MANAGEMENT LLC | 18 | 1 | 0.00% | 0.06% | 0.42% | Q2 2013 | Q1 2018 | 31 |
Swan Global Investments, LLC | 31 | 31 | 0.01% | 0.06% | 0.13% | Q1 2015 | Q3 2022 | 31 |
HAP Trading, LLC | 17 | 1 | 0.00% | 0.07% | 0.52% | Q2 2013 | Q1 2018 | 31 |
HighTower Advisors, LLC | 20 | 20 | 0.00% | 0.13% | 0.35% | Q2 2013 | Q1 2018 | 30 |
MUFG Americas Holdings Corp | 30 | 30 | 0.07% | 0.11% | 0.19% | Q4 2010 | Q1 2018 | 30 |
DOCK STREET ASSET MANAGEMENT INC | 30 | 30 | 0.20% | 0.50% | 0.95% | Q2 2013 | Q3 2020 | 30 |
Citadel Advisors | 17 | 17 | 0.00% | 0.42% | 1.80% | Q1 2014 | Q1 2018 | 30 |
J. Goldman & Co LP | 11 | 1 | 0.06% | 0.78% | 3.33% | Q3 2013 | Q1 2018 | 29 |
BALASA DINVERNO & FOLTZ LLC | 28 | 28 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q1 2020 | 28 |
JANE STREET GROUP, LLC | 14 | 2 | 0.00% | 0.06% | 0.27% | Q1 2014 | Q1 2018 | 28 |
BALYASNY ASSET MANAGEMENT L.P. | 13 | 5 | 0.02% | 0.24% | 1.11% | Q2 2013 | Q1 2018 | 28 |
Cutler Group LLC / CA | 10 | 10 | 0.01% | 0.49% | 3.18% | Q4 2015 | Q1 2018 | 28 |
ELLIOTT MANAGEMENT CORP | 11 | 7 | 0.10% | 5.42% | 18.85% | Q2 2013 | Q1 2018 | 27 |
Raymond James Financial Services Advisors, Inc. | 15 | 4 | 0.00% | 0.72% | 1.44% | Q2 2013 | Q1 2018 | 27 |
K2 PRINCIPAL FUND, L.P. | 13 | 13 | 0.07% | 4.86% | 11.55% | Q4 2014 | Q4 2017 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.05% | 0.11% | 0.31% | Q4 2016 | Q1 2023 | 26 |
Veritable, L.P. | 22 | 22 | 0.00% | 0.11% | 0.17% | Q4 2012 | Q1 2018 | 25 |
BANK OF NOVA SCOTIA | 15 | 5 | 0.01% | 0.51% | 1.28% | Q1 2013 | Q1 2018 | 25 |
WOLVERINE TRADING, LLC | 9 | 9 | 0.01% | 0.56% | 1.38% | Q2 2016 | Q2 2018 | 25 |
TORONTO DOMINION BANK | 21 | 21 | 0.00% | 0.01% | 0.10% | Q1 2013 | Q1 2018 | 25 |
M&T BANK CORP | 20 | 20 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q1 2018 | 25 |
Financial Architects, Inc | 20 | 20 | 0.00% | 0.28% | 0.50% | Q2 2013 | Q1 2018 | 25 |
First Allied Advisory Services, Inc. | 20 | 20 | 0.00% | 0.60% | 1.51% | Q2 2013 | Q1 2018 | 25 |
Winch Advisory Services, LLC | 22 | 2 | 0.04% | 1.73% | 7.31% | Q2 2016 | Q2 2022 | 24 |
RETIREMENT INCOME SOLUTIONS, INC | 24 | 24 | 0.19% | 0.85% | 1.59% | Q4 2017 | Q3 2023 | 24 |
Bank of New York Mellon Corp | 20 | 20 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q1 2018 | 24 |
Tortoise Investment Management, LLC | 22 | 22 | 0.00% | 0.06% | 0.10% | Q4 2012 | Q1 2018 | 24 |
BBT Capital Management, LLC | 20 | 20 | 0.08% | 0.69% | 2.56% | Q2 2013 | Q1 2018 | 24 |
NWAM LLC | 24 | 24 | 0.26% | 1.34% | 3.51% | Q2 2012 | Q1 2018 | 24 |
Asset Management Group, Inc. | 24 | 24 | 0.22% | 0.29% | 0.57% | Q2 2013 | Q1 2019 | 24 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 7 | 1 | 0.07% | 1.13% | 6.47% | Q3 2013 | Q1 2018 | 24 |
LPL Financial LLC | 20 | 20 | 0.02% | 1.61% | 3.20% | Q2 2013 | Q1 2018 | 23 |
Ballentine Partners, LLC | 20 | 20 | 0.01% | 0.10% | 0.72% | Q2 2013 | Q1 2018 | 23 |
CHARTIST INC /CA/ | 11 | 1 | 0.50% | 9.19% | 18.69% | Q2 2016 | Q3 2023 | 23 |
CPWM, LLC | 20 | 3 | 0.09% | 0.13% | 0.22% | Q4 2011 | Q4 2017 | 23 |
MCF Advisors LLC | 17 | 1 | 0.00% | 2.51% | 8.51% | Q4 2011 | Q1 2018 | 23 |
PEAPACK GLADSTONE FINANCIAL CORP | 20 | 3 | 0.01% | 1.91% | 2.86% | Q2 2013 | Q3 2020 | 23 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 20 | 20 | 0.01% | 2.01% | 2.56% | Q2 2013 | Q1 2018 | 22 |
Garde Capital, Inc. | 22 | 22 | 0.22% | 0.31% | 0.42% | Q2 2014 | Q3 2019 | 22 |
WATERS PARKERSON & CO., LLC | 22 | 22 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2018 | 22 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 20 | 2 | 0.06% | 0.08% | 0.10% | Q2 2010 | Q1 2018 | 22 |
TCI Wealth Advisors, Inc. | 22 | 22 | 0.05% | 0.08% | 0.12% | Q4 2012 | Q1 2018 | 22 |
Joel Isaacson & Co., LLC | 22 | 22 | 0.12% | 0.17% | 0.22% | Q4 2012 | Q1 2018 | 22 |
KEYBANK NATIONAL ASSOCIATION/OH | 22 | 22 | 0.01% | 0.08% | 0.15% | Q4 2012 | Q1 2018 | 22 |
VICUS CAPITAL | 20 | 1 | 0.04% | 2.93% | 10.70% | Q2 2013 | Q2 2020 | 22 |
Colorado Capital Management, Inc. | 22 | 22 | 0.74% | 0.93% | 1.33% | Q4 2015 | Q1 2021 | 22 |
Bach Option Ltd | 10 | 10 | 0.18% | 1.62% | 4.33% | Q4 2015 | Q1 2018 | 22 |
ALLIANCEBERNSTEIN L.P. | 11 | 8 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q1 2018 | 21 |
Cetera Advisor Networks LLC | 21 | 21 | 0.38% | 1.35% | 2.32% | Q1 2013 | Q1 2018 | 21 |
SHEETS SMITH WEALTH MANAGEMENT | 21 | 21 | 0.50% | 0.68% | 0.88% | Q1 2013 | Q1 2018 | 21 |
SEGALL BRYANT & HAMILL, LLC | 21 | 21 | 0.01% | 0.02% | 0.05% | Q1 2013 | Q1 2018 | 21 |
HBK Sorce Advisory LLC | 21 | 21 | 0.14% | 0.31% | 0.55% | Q2 2013 | Q2 2018 | 21 |
Cetera Advisors LLC | 20 | 20 | 0.00% | 1.08% | 2.37% | Q2 2013 | Q1 2018 | 21 |
Capital Investment Advisors, LLC | 11 | 10 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2020 | 21 |
SHUFRO ROSE & CO LLC | 20 | 1 | 0.02% | 0.03% | 0.03% | Q3 2012 | Q1 2018 | 21 |
MIZUHO SECURITIES USA LLC | 10 | 1 | 0.01% | 8.39% | 35.14% | Q2 2013 | Q1 2018 | 21 |
Sonora Investment Management, LLC | 19 | 1 | 0.00% | 0.01% | 0.03% | Q3 2015 | Q1 2021 | 21 |
COMMERCE BANK | 21 | 21 | 0.02% | 0.15% | 0.24% | Q1 2013 | Q1 2018 | 21 |
HOWARD CAPITAL MANAGEMENT | 21 | 21 | 0.04% | 0.11% | 0.30% | Q1 2013 | Q1 2018 | 21 |
National Mutual Insurance Federation of Agricultural Cooperatives | 21 | 21 | 1.13% | 2.07% | 3.53% | Q2 2013 | Q2 2018 | 21 |
America First Investment Advisors, LLC | 21 | 21 | 0.00% | 0.18% | 0.60% | Q2 2013 | Q2 2018 | 21 |
RAYMOND JAMES & ASSOCIATES | 20 | 20 | 0.00% | 0.19% | 0.28% | Q2 2013 | Q1 2018 | 21 |
BB&T SECURITIES, LLC | 20 | 20 | 0.00% | 0.22% | 0.60% | Q2 2013 | Q1 2018 | 21 |
Consolidated Investment Group LLC | 21 | 21 | 0.77% | 2.32% | 4.20% | Q2 2013 | Q2 2018 | 21 |
BAR HARBOR WEALTH MANAGEMENT | 21 | 21 | 0.03% | 0.06% | 0.41% | Q1 2013 | Q1 2018 | 21 |
AMERIPRISE FINANCIAL INC | 20 | 20 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q1 2018 | 21 |
Granite Point Capital Management, L.P. | 10 | 1 | 0.46% | 12.32% | 45.68% | Q4 2014 | Q3 2019 | 21 |
NTV ASSET MANAGEMENT LLC | 21 | 21 | 2.06% | 2.54% | 3.60% | Q2 2013 | Q2 2018 | 21 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 21 | 21 | 0.03% | 0.24% | 1.96% | Q4 2015 | Q4 2020 | 21 |
REGIONS FINANCIAL CORP | 21 | 21 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q2 2018 | 21 |
BRYN MAWR TRUST Co | 21 | 21 | 0.64% | 0.75% | 0.84% | Q1 2013 | Q1 2018 | 21 |
LUCAS CAPITAL MANAGEMENT | 21 | 21 | 0.18% | 0.69% | 2.38% | Q1 2013 | Q1 2018 | 21 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 21 | 21 | 0.27% | 0.79% | 1.24% | Q2 2013 | Q2 2018 | 21 |
Somerset Group LLC | 21 | 21 | 0.61% | 2.98% | 4.43% | Q2 2013 | Q2 2018 | 21 |
PRELUDE CAPITAL MANAGEMENT, LLC | 11 | 2 | 0.02% | 0.48% | 2.95% | Q1 2013 | Q1 2018 | 21 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 20 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q1 2018 | 21 |
Horrell Capital Management, Inc. | 21 | 21 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q2 2018 | 21 |
Cambridge Investment Research Advisors, Inc. | 20 | 20 | 0.34% | 0.75% | 1.16% | Q2 2013 | Q1 2018 | 20 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
BINGHAM OSBORN & SCARBOROUGH LLC | 20 | 20 | 4.93% | 6.62% | 8.19% | Q2 2013 | Q1 2018 | 20 |
Neuberger Berman Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
Barrett Asset Management, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Lumina Fund Management LLC | 20 | 20 | 0.26% | 0.61% | 0.96% | Q2 2013 | Q1 2018 | 20 |
WHITTIER TRUST CO | 20 | 20 | 0.23% | 0.35% | 0.48% | Q2 2013 | Q1 2018 | 20 |
King Wealth Management Group | 20 | 20 | 4.29% | 5.68% | 6.85% | Q2 2013 | Q1 2018 | 20 |
SYNOVUS FINANCIAL CORP | 20 | 20 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2018 | 20 |
TOMPKINS FINANCIAL CORP | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
Endurance Wealth Management, Inc. | 20 | 20 | 0.22% | 0.29% | 0.42% | Q2 2013 | Q1 2018 | 20 |
BURNEY CO/ | 20 | 20 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2018 | 20 |
Mitsubishi UFJ Trust & Banking Corp | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Cypress Capital Group | 20 | 20 | 0.44% | 0.57% | 0.82% | Q2 2013 | Q1 2018 | 20 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 20 | 20 | 0.08% | 0.21% | 0.38% | Q2 2013 | Q1 2018 | 20 |
QUEST INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2018 | 20 |
Invesco Ltd. | 20 | 20 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2018 | 20 |
Carnegie Capital Asset Management, LLC | 20 | 20 | 0.39% | 0.80% | 1.22% | Q2 2013 | Q1 2018 | 20 |
JPMORGAN CHASE & CO | 20 | 20 | 0.01% | 0.04% | 0.18% | Q2 2013 | Q1 2018 | 20 |
GFS Advisors, LLC | 20 | 20 | 0.10% | 0.82% | 1.47% | Q2 2013 | Q1 2018 | 20 |
SMITH CHAS P & ASSOCIATES PA CPAS | 20 | 20 | 1.38% | 2.47% | 3.68% | Q2 2013 | Q1 2018 | 20 |
MURPHY CAPITAL MANAGEMENT INC | 20 | 20 | 1.71% | 2.19% | 2.65% | Q2 2013 | Q1 2018 | 20 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 20 | 20 | 0.08% | 0.10% | 0.13% | Q2 2013 | Q1 2018 | 20 |
HL FINANCIAL SERVICES LLC | 20 | 20 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q1 2018 | 20 |
COURIER CAPITAL LLC | 20 | 20 | 0.27% | 0.38% | 0.52% | Q2 2013 | Q1 2018 | 20 |
Smithfield Trust Co | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
ROTHSCHILD INVESTMENT LLC /IL | 20 | 20 | 0.03% | 0.20% | 0.69% | Q2 2013 | Q1 2018 | 20 |
Carroll Financial Associates, Inc. | 20 | 20 | 0.07% | 0.09% | 0.20% | Q2 2013 | Q1 2018 | 20 |
WEDBUSH SECURITIES INC | 20 | 20 | 0.08% | 0.22% | 0.42% | Q2 2013 | Q1 2018 | 20 |
WELCH & FORBES LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2018 | 20 |
Oxbow Advisors, LLC | 20 | 20 | 0.11% | 0.22% | 0.35% | Q2 2013 | Q1 2018 | 20 |
W.G. Shaheen & Associates DBA Whitney & Co | 20 | 20 | 0.22% | 0.31% | 0.38% | Q2 2013 | Q1 2018 | 20 |
ADIRONDACK TRUST CO | 20 | 20 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2018 | 20 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2018 | 20 |
MYCIO WEALTH PARTNERS, LLC | 20 | 20 | 0.01% | 0.10% | 0.17% | Q2 2013 | Q1 2018 | 20 |
Family Capital Trust Co | 20 | 20 | 0.27% | 0.56% | 0.89% | Q2 2013 | Q1 2018 | 20 |
Allworth Financial LP | 20 | 20 | 0.03% | 0.11% | 0.34% | Q2 2013 | Q1 2018 | 20 |
NORTHERN TRUST CORP | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
Financial Management Professionals, Inc. | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
Spears Abacus Advisors LLC | 20 | 20 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2018 | 20 |
US BANCORP \DE\ | 20 | 20 | 0.22% | 0.40% | 0.62% | Q2 2013 | Q1 2018 | 20 |
JOHNSON INVESTMENT COUNSEL INC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
FRANKLIN RESOURCES INC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 20 |
TRUIST FINANCIAL CORP | 20 | 20 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2018 | 20 |
Drexel Morgan & Co. | 20 | 20 | 1.08% | 1.23% | 1.60% | Q2 2013 | Q1 2018 | 20 |
AMG National Trust Bank | 20 | 20 | 0.35% | 0.53% | 0.72% | Q2 2013 | Q1 2018 | 20 |
WealthTrust Fairport, LLC | 20 | 20 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2018 | 20 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 20 | 0.04% | 0.10% | 0.22% | Q2 2013 | Q1 2018 | 20 |
Vigilant Capital Management, LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2018 | 20 |
PITTENGER & ANDERSON INC | 20 | 20 | 1.11% | 1.72% | 2.50% | Q2 2013 | Q1 2018 | 20 |
USCA RIA LLC | 20 | 20 | 0.21% | 0.42% | 0.64% | Q2 2013 | Q1 2018 | 20 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
FIRST UNITED BANK & TRUST | 20 | 20 | 3.27% | 3.90% | 4.44% | Q2 2013 | Q1 2018 | 20 |
Freedom Investment Management, Inc. | 20 | 20 | 0.04% | 0.61% | 2.72% | Q1 2013 | Q4 2017 | 20 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20 | 20 | 0.03% | 0.13% | 0.17% | Q2 2013 | Q1 2018 | 20 |
SFMG, LLC | 20 | 20 | 0.41% | 5.39% | 8.10% | Q2 2013 | Q1 2018 | 20 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 20 | 0.59% | 0.73% | 1.01% | Q2 2013 | Q1 2018 | 20 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 20 | 20 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q1 2018 | 20 |
GOFEN & GLOSSBERG LLC /IL/ | 20 | 20 | 0.04% | 0.04% | 0.06% | Q2 2013 | Q1 2018 | 20 |
COLDSTREAM CAPITAL MANAGEMENT INC | 20 | 20 | 0.07% | 0.17% | 0.31% | Q2 2013 | Q1 2018 | 20 |
DAVENPORT & Co LLC | 20 | 20 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2018 | 20 |
PNC FINANCIAL SERVICES GROUP, INC. | 20 | 20 | 0.07% | 0.11% | 0.15% | Q2 2013 | Q1 2018 | 20 |
Stearns Financial Services Group | 20 | 20 | 0.20% | 0.25% | 0.27% | Q2 2013 | Q1 2018 | 20 |
DUNCKER STREETT & CO INC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
WILLIAMS JONES & ASSOCIATES LLC | 20 | 20 | 0.06% | 0.21% | 1.09% | Q2 2013 | Q1 2018 | 20 |
CAPSTONE INVESTMENT ADVISORS, LLC | 8 | 1 | 0.01% | 1.47% | 6.60% | Q2 2013 | Q1 2018 | 20 |
Skylands Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
BOKF, NA | 20 | 20 | 0.32% | 0.58% | 1.58% | Q2 2013 | Q1 2018 | 20 |
INVERNESS COUNSEL LLC /NY/ | 20 | 20 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q1 2018 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
First Horizon Advisors, Inc. | 19 | 1 | 0.01% | 0.02% | 0.06% | Q1 2012 | Q1 2018 | 20 |
Allianz Asset Management GmbH | 12 | 2 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q1 2018 | 20 |
OUTFITTER ADVISORS, LTD. | 20 | 20 | 0.22% | 0.30% | 0.49% | Q2 2013 | Q1 2018 | 20 |
CABOT WEALTH MANAGEMENT INC | 20 | 20 | 0.08% | 0.26% | 0.72% | Q2 2013 | Q1 2018 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q1 2018 | 20 |
RAYMOND JAMES TRUST N.A. | 20 | 20 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q1 2018 | 20 |
Essex Financial Services, Inc. | 20 | 20 | 0.16% | 0.55% | 1.07% | Q2 2013 | Q1 2018 | 20 |
Montecito Bank & Trust | 20 | 20 | 0.30% | 1.04% | 2.71% | Q2 2013 | Q1 2018 | 20 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 20 | 20 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q1 2018 | 20 |
WADE G W & INC | 20 | 20 | 0.37% | 0.68% | 0.92% | Q2 2013 | Q1 2018 | 20 |
FIRST MANHATTAN CO. LLC. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2018 | 20 |
WEATHERLY ASSET MANAGEMENT L. P. | 20 | 20 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q1 2018 | 20 |
Private Wealth Advisors, Inc. | 20 | 20 | 2.37% | 3.28% | 4.30% | Q2 2013 | Q1 2018 | 20 |
ALBION FINANCIAL GROUP /UT | 20 | 20 | 0.20% | 0.44% | 0.76% | Q2 2013 | Q1 2018 | 20 |
Estate Counselors, LLC | 20 | 20 | 1.80% | 3.90% | 6.74% | Q2 2013 | Q1 2018 | 20 |
APPLETON GROUP, LLC | 20 | 20 | 1.75% | 11.02% | 17.57% | Q2 2013 | Q1 2018 | 20 |
Country Club Trust Company, n.a. | 20 | 20 | 0.05% | 0.09% | 0.22% | Q2 2013 | Q1 2018 | 20 |
Tower Research Capital LLC (TRC) | 20 | 20 | 0.00% | 3.16% | 15.06% | Q2 2013 | Q1 2018 | 20 |
Global Endowment Management, LP | 20 | 20 | 0.23% | 0.32% | 0.40% | Q2 2013 | Q1 2018 | 20 |
SG Americas Securities, LLC | 20 | 20 | 0.00% | 1.09% | 3.41% | Q2 2013 | Q1 2018 | 20 |
CENTRAL TRUST Co | 20 | 20 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2018 | 20 |
FineMark National Bank & Trust | 20 | 20 | 0.09% | 0.11% | 0.23% | Q2 2013 | Q1 2018 | 20 |
Sandy Spring Bank | 20 | 20 | 0.00% | 0.12% | 0.78% | Q2 2013 | Q1 2018 | 20 |
WESBANCO BANK INC | 20 | 20 | 0.08% | 0.14% | 0.27% | Q2 2013 | Q1 2018 | 20 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 20 | 20 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q1 2018 | 20 |
KCM INVESTMENT ADVISORS LLC | 20 | 20 | 0.12% | 0.22% | 0.32% | Q2 2013 | Q1 2018 | 20 |
Haverford Trust Co | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
CHEMICAL BANK | 20 | 20 | 0.24% | 0.31% | 0.39% | Q2 2013 | Q1 2018 | 20 |
NORTH AMERICAN MANAGEMENT CORP | 20 | 20 | 0.68% | 1.19% | 2.16% | Q2 2013 | Q1 2018 | 20 |
Whitnell & Co. | 20 | 20 | 0.01% | 0.24% | 0.61% | Q2 2013 | Q1 2018 | 20 |
BESSEMER GROUP INC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 20 |
WealthTrust-Arizona, LLC | 20 | 20 | 0.73% | 2.61% | 6.34% | Q2 2013 | Q1 2018 | 20 |
SECURITY NATIONAL TRUST CO | 20 | 20 | 0.37% | 0.40% | 0.43% | Q2 2013 | Q1 2018 | 20 |
Texas Yale Capital Corp. | 20 | 20 | 0.71% | 0.89% | 1.03% | Q2 2013 | Q1 2018 | 20 |
Wellington Shields Capital Management, LLC | 20 | 20 | 0.20% | 0.31% | 0.37% | Q2 2013 | Q1 2018 | 20 |
Linscomb & Williams, Inc. | 20 | 20 | 0.10% | 0.13% | 0.14% | Q2 2013 | Q1 2018 | 20 |
Windhaven Investment Management, Inc. | 20 | 20 | 2.59% | 6.67% | 10.49% | Q2 2013 | Q1 2018 | 20 |
Clark Capital Management Group, Inc. | 20 | 20 | 0.09% | 1.03% | 3.25% | Q2 2013 | Q1 2018 | 20 |
WOODMONT INVESTMENT COUNSEL LLC | 20 | 20 | 0.44% | 0.64% | 1.15% | Q2 2013 | Q1 2018 | 20 |
BOSTON FAMILY OFFICE LLC | 20 | 20 | 0.43% | 0.60% | 0.85% | Q2 2013 | Q1 2018 | 20 |
PATTEN & PATTEN INC/TN | 20 | 20 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q1 2018 | 20 |
BURNS J W & CO INC/NY | 20 | 20 | 0.58% | 1.25% | 1.92% | Q2 2013 | Q1 2018 | 20 |
QCI ASSET MANAGEMENT INC/NY | 20 | 20 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
OPPENHEIMER & CO INC | 20 | 20 | 0.39% | 0.57% | 0.81% | Q2 2013 | Q1 2018 | 20 |
Capital Analysts, LLC | 20 | 20 | 0.02% | 0.20% | 0.37% | Q2 2013 | Q1 2018 | 20 |
MORGAN STANLEY | 20 | 20 | 0.30% | 0.49% | 0.84% | Q2 2013 | Q1 2018 | 20 |
WHITTIER TRUST CO OF NEVADA INC | 20 | 20 | 1.06% | 1.18% | 1.34% | Q2 2013 | Q1 2018 | 20 |
Stadion Money Management, LLC | 20 | 20 | 0.28% | 8.05% | 24.88% | Q2 2013 | Q1 2018 | 20 |
PETTYJOHN, WOOD & WHITE, INC | 20 | 20 | 1.02% | 1.57% | 2.05% | Q2 2013 | Q1 2018 | 20 |
Overbrook Management Corp | 20 | 20 | 0.10% | 0.32% | 0.82% | Q2 2013 | Q1 2018 | 20 |
CHEMUNG CANAL TRUST CO | 20 | 20 | 0.05% | 0.25% | 1.40% | Q2 2013 | Q1 2018 | 20 |
First Heartland Consultants, Inc. | 20 | 20 | 0.45% | 2.64% | 4.80% | Q2 2013 | Q1 2018 | 20 |
Hudock, Inc. | 20 | 20 | 0.02% | 0.55% | 1.86% | Q2 2013 | Q1 2018 | 20 |
SCOTIA CAPITAL INC. | 20 | 20 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q1 2018 | 20 |
KINGS POINT CAPITAL MANAGEMENT | 20 | 20 | 0.01% | 0.16% | 0.26% | Q2 2013 | Q1 2018 | 20 |
BlackRock Investment Management, LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2016 | 20 |
FIFTH THIRD BANCORP | 20 | 20 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 20 |
Madden Advisory Services, Inc. | 20 | 20 | 0.62% | 6.14% | 8.09% | Q2 2013 | Q1 2018 | 20 |
Mariner, LLC | 20 | 20 | 0.07% | 0.12% | 0.19% | Q2 2013 | Q1 2018 | 20 |
Alexandria Capital, LLC | 20 | 20 | 0.16% | 0.44% | 1.10% | Q2 2013 | Q1 2018 | 20 |
FMR LLC | 20 | 20 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q1 2018 | 20 |
LifePlan Financial Group, Inc | 20 | 20 | 0.63% | 0.73% | 0.89% | Q2 2013 | Q1 2018 | 20 |
Partnervest Advisory Services LLC | 20 | 20 | 0.10% | 0.30% | 0.46% | Q2 2013 | Q1 2018 | 20 |
Aviance Capital Partners, LLC | 20 | 20 | 0.21% | 0.30% | 0.35% | Q2 2013 | Q1 2018 | 20 |
SOL Capital Management CO | 20 | 20 | 3.34% | 4.17% | 4.92% | Q2 2013 | Q1 2018 | 20 |
SPINNAKER TRUST | 20 | 20 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q1 2018 | 20 |
Ramsay, Stattman, Vela & Price, Inc. | 20 | 20 | 0.14% | 0.20% | 0.25% | Q2 2013 | Q1 2018 | 20 |
GUGGENHEIM CAPITAL LLC | 20 | 20 | 0.04% | 0.18% | 0.49% | Q2 2013 | Q1 2018 | 20 |
RNC CAPITAL MANAGEMENT LLC | 20 | 20 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q1 2018 | 20 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 20 | 20 | 0.01% | 1.34% | 1.79% | Q2 2013 | Q1 2018 | 20 |
Telos Capital Management, Inc. | 20 | 20 | 0.85% | 1.58% | 1.91% | Q2 2013 | Q1 2018 | 20 |
Apriem Advisors | 20 | 20 | 0.09% | 0.15% | 0.32% | Q2 2013 | Q1 2018 | 20 |
BANK OF HAWAII | 20 | 20 | 0.10% | 0.17% | 0.21% | Q2 2013 | Q1 2018 | 20 |
Cohen Klingenstein LLC | 20 | 20 | 6.89% | 7.95% | 8.74% | Q2 2013 | Q1 2018 | 20 |
Psagot Value Holdings Ltd. | 20 | 20 | 1.92% | 2.70% | 4.25% | Q2 2013 | Q1 2018 | 20 |
SPC Financial, Inc. | 20 | 20 | 1.09% | 1.71% | 2.52% | Q2 2013 | Q1 2018 | 20 |
Ledyard National Bank | 20 | 20 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q1 2018 | 20 |
D.A. DAVIDSON & CO. | 20 | 20 | 0.01% | 0.11% | 0.29% | Q2 2013 | Q1 2018 | 20 |
GAMBLE JONES INVESTMENT COUNSEL | 20 | 20 | 0.12% | 0.17% | 0.30% | Q2 2013 | Q1 2018 | 20 |
CIBC WORLD MARKET INC. | 20 | 20 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2018 | 20 |
Segment Wealth Management, LLC | 20 | 20 | 0.66% | 1.64% | 2.86% | Q2 2013 | Q1 2018 | 20 |
Emery Howard Portfolio Management, Inc. | 20 | 20 | 0.55% | 1.05% | 1.46% | Q2 2013 | Q1 2018 | 20 |
10-15 ASSOCIATES, INC. | 20 | 20 | 0.39% | 0.78% | 1.05% | Q2 2013 | Q1 2018 | 20 |
Busey Bank | 20 | 20 | 0.08% | 0.12% | 0.18% | Q2 2013 | Q1 2018 | 20 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 20 | 20 | 0.18% | 0.21% | 0.25% | Q2 2013 | Q1 2018 | 20 |
Roundview Capital LLC | 20 | 20 | 0.51% | 0.95% | 2.50% | Q2 2013 | Q1 2018 | 20 |
Prospera Financial Services Inc | 20 | 20 | 0.29% | 0.78% | 1.63% | Q2 2013 | Q1 2018 | 20 |
Fisher Asset Management, LLC | 20 | 20 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q1 2018 | 20 |
STEPHENS INC /AR/ | 20 | 20 | 0.06% | 0.22% | 0.48% | Q2 2013 | Q1 2018 | 20 |
SUNTRUST BANKS INC | 20 | 20 | 0.05% | 0.15% | 0.41% | Q2 2013 | Q1 2018 | 20 |
NEVILLE RODIE & SHAW INC | 20 | 20 | 0.19% | 0.39% | 0.71% | Q2 2013 | Q1 2018 | 20 |
Plante Moran Financial Advisors, LLC | 20 | 20 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2018 | 20 |
Regal Investment Advisors LLC | 20 | 20 | 0.24% | 0.68% | 1.55% | Q2 2013 | Q1 2018 | 20 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 20 | 20 | 0.07% | 0.08% | 0.16% | Q2 2013 | Q1 2018 | 20 |
PINNACLE ASSOCIATES LTD | 20 | 20 | 0.02% | 0.05% | 0.20% | Q2 2013 | Q1 2018 | 20 |
SIGNATUREFD, LLC | 20 | 20 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q1 2018 | 20 |
CYPRESS ASSET MANAGEMENT INC/TX | 20 | 20 | 0.76% | 0.84% | 0.94% | Q2 2013 | Q1 2018 | 20 |
KLINGENSTEIN FIELDS & CO LP | 20 | 20 | 0.09% | 0.14% | 0.17% | Q2 2013 | Q1 2018 | 20 |
Bartlett & Co. LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
KBC Group NV | 20 | 20 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2018 | 20 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 20 | 20 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q1 2018 | 20 |
TCTC Holdings, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q1 2018 | 19 |
Ashfield Capital Partners, LLC | 19 | 19 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q1 2018 | 19 |
Savant Capital, LLC | 18 | 1 | 0.24% | 0.27% | 0.32% | Q2 2013 | Q1 2018 | 19 |
AMARILLO NATIONAL BANK | 19 | 19 | 0.62% | 0.89% | 1.17% | Q2 2013 | Q4 2017 | 19 |
Rehmann Capital Advisory Group | 15 | 1 | 0.05% | 0.23% | 0.48% | Q3 2011 | Q1 2018 | 19 |
KOPP INVESTMENT ADVISORS LLC | 19 | 19 | 0.08% | 0.23% | 0.50% | Q3 2013 | Q1 2018 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.05% | 0.36% | 1.43% | Q2 2013 | Q4 2017 | 19 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.06% | 0.64% | Q2 2013 | Q4 2016 | 19 |
Camarda Financial Advisors, LLC | 18 | 1 | 0.18% | 1.50% | 3.17% | Q2 2013 | Q1 2018 | 19 |
GREAT LAKES ADVISORS, LLC | 19 | 19 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 19 |
ACG Wealth | 18 | 1 | 0.11% | 0.21% | 0.29% | Q2 2013 | Q1 2018 | 19 |
FIDUCIARY TRUST CO | 19 | 19 | 0.01% | 0.01% | 0.03% | Q3 2013 | Q1 2018 | 19 |
ORRSTOWN FINANCIAL SERVICES INC | 19 | 19 | 0.05% | 0.23% | 0.64% | Q3 2013 | Q1 2018 | 19 |
MARCO INVESTMENT MANAGEMENT LLC | 16 | 3 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q1 2018 | 19 |
Advisory Services Network, LLC | 14 | 5 | 0.44% | 0.66% | 1.36% | Q2 2013 | Q1 2018 | 19 |
ASSOCIATED BANC-CORP | 17 | 2 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q1 2018 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2017 | 19 |
FRONTIER INVESTMENT MGMT CO | 14 | 2 | 0.02% | 0.21% | 3.31% | Q4 2015 | Q4 2019 | 19 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.29% | 1.62% | Q3 2013 | Q1 2018 | 19 |
Jaffetilchin Investment Partners, LLC | 16 | 1 | 0.08% | 1.66% | 5.31% | Q2 2013 | Q2 2018 | 19 |
TWO SIGMA ADVISERS, LP | 10 | 1 | 0.00% | 0.18% | 1.07% | Q2 2013 | Q2 2017 | 19 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 16 | 3 | 0.68% | 0.87% | 1.04% | Q2 2013 | Q1 2018 | 19 |
TOTH FINANCIAL ADVISORY CORP | 19 | 19 | 0.10% | 0.14% | 0.20% | Q3 2013 | Q1 2018 | 19 |
Community Financial Services Group, LLC | 17 | 2 | 0.07% | 0.13% | 0.22% | Q2 2013 | Q1 2018 | 19 |
B. Riley Wealth Advisors, Inc. | 11 | 2 | 0.00% | 0.40% | 0.73% | Q2 2013 | Q1 2018 | 19 |
Focused Wealth Management, Inc | 19 | 19 | 0.12% | 0.21% | 0.37% | Q3 2013 | Q1 2018 | 19 |
TELEMUS CAPITAL, LLC | 19 | 19 | 0.10% | 0.16% | 0.28% | Q3 2013 | Q1 2018 | 19 |
BROWN ADVISORY INC | 19 | 19 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2017 | 19 |
Ameritas Investment Partners, Inc. | 19 | 19 | 0.04% | 0.14% | 0.26% | Q3 2013 | Q1 2018 | 19 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 12 | 7 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2018 | 19 |
BAILARD, INC. | 10 | 9 | 0.71% | 6.11% | 11.57% | Q2 2013 | Q1 2018 | 19 |
REILLY FINANCIAL ADVISORS, LLC | 12 | 7 | 0.00% | 0.10% | 0.15% | Q2 2013 | Q1 2018 | 19 |
Corbenic Partners LLC | 19 | 19 | 6.66% | 10.51% | 14.83% | Q2 2013 | Q4 2017 | 19 |
PREMIER ASSET MANAGEMENT LLC | 19 | 19 | 0.26% | 0.34% | 0.42% | Q3 2013 | Q1 2018 | 19 |
People's United Financial, Inc. | 17 | 2 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2018 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.58% | 1.38% | 3.14% | Q2 2013 | Q4 2017 | 19 |
Leonetti & Associates, LLC | 19 | 19 | 4.78% | 11.31% | 21.52% | Q3 2013 | Q1 2018 | 19 |
Lourd Capital, LLC | 19 | 19 | 0.08% | 0.12% | 0.32% | Q2 2013 | Q4 2017 | 19 |
EAGLE GLOBAL ADVISORS LLC | 19 | 19 | 0.04% | 0.07% | 0.15% | Q3 2013 | Q1 2018 | 19 |
FARMERS & MERCHANTS INVESTMENTS INC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2018 | 19 |
AVIANCE CAPITAL MANAGEMENT, LLC | 11 | 8 | 0.02% | 0.66% | 2.26% | Q2 2013 | Q1 2018 | 19 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 18 | 18 | 0.56% | 0.95% | 1.39% | Q4 2013 | Q1 2018 | 18 |
COLONY GROUP LLC | 18 | 18 | 0.01% | 0.05% | 0.10% | Q4 2013 | Q1 2018 | 18 |
Peachtree Investment Advisors, Inc. | 18 | 18 | 0.21% | 0.34% | 0.44% | Q4 2013 | Q1 2018 | 18 |
Mathes Company, Inc. | 18 | 18 | 0.15% | 0.33% | 0.44% | Q4 2013 | Q1 2018 | 18 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 11 | 7 | 0.00% | 0.47% | 1.64% | Q2 2013 | Q1 2018 | 18 |
HOLLENCREST CAPITAL MANAGEMENT | 18 | 18 | 0.18% | 3.42% | 8.52% | Q4 2013 | Q1 2018 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.62% | 1.42% | 2.98% | Q2 2013 | Q3 2017 | 18 |
PICTET BANK & TRUST Ltd | 18 | 18 | 0.64% | 2.35% | 3.79% | Q4 2013 | Q1 2018 | 18 |
Cypress Capital Management LLC (WY) | 14 | 2 | 0.07% | 0.11% | 0.22% | Q4 2014 | Q3 2019 | 18 |
ARGI Investment Services, LLC | 18 | 18 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q1 2018 | 18 |
Cohen Capital Management, Inc. | 18 | 18 | 0.32% | 0.43% | 0.57% | Q3 2017 | Q4 2021 | 18 |
OPTIMUM INVESTMENT ADVISORS | 11 | 7 | 0.06% | 0.11% | 0.14% | Q3 2013 | Q1 2018 | 18 |
SUN LIFE FINANCIAL INC | 9 | 9 | 0.07% | 3.38% | 4.84% | Q2 2013 | Q1 2018 | 18 |
NatWest Group plc | 18 | 18 | 0.00% | 0.38% | 4.78% | Q2 2013 | Q3 2017 | 18 |
Destination Wealth Management | 17 | 1 | 0.02% | 0.06% | 0.11% | Q3 2013 | Q1 2018 | 18 |
Compagnie Lombard Odier SCmA | 18 | 18 | 0.21% | 0.34% | 0.58% | Q4 2013 | Q1 2018 | 18 |
Ascent Wealth Partners, LLC | 18 | 18 | 0.20% | 3.85% | 4.80% | Q4 2013 | Q1 2018 | 18 |
ELM ADVISORS, LLC | 18 | 18 | 0.93% | 1.07% | 1.15% | Q4 2013 | Q1 2018 | 18 |
IPG Investment Advisors LLC | 18 | 18 | 0.29% | 0.95% | 1.93% | Q4 2013 | Q1 2018 | 18 |
Blume Capital Management, Inc. | 18 | 18 | 0.02% | 0.04% | 0.09% | Q4 2013 | Q1 2018 | 18 |
MCMILLION CAPITAL MANAGEMENT INC | 18 | 18 | 0.30% | 1.72% | 3.06% | Q4 2013 | Q1 2018 | 18 |
Winslow, Evans & Crocker, Inc. | 18 | 18 | 0.03% | 0.26% | 0.55% | Q4 2013 | Q1 2018 | 18 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 18 | 18 | 0.21% | 0.30% | 0.46% | Q4 2013 | Q1 2018 | 18 |
Tradewinds Capital Management, LLC | 18 | 18 | 0.05% | 0.07% | 0.09% | Q4 2013 | Q1 2018 | 18 |
EP Wealth Advisors, LLC | 13 | 5 | 0.05% | 0.10% | 0.17% | Q3 2013 | Q1 2018 | 18 |
JCIC Asset Management Inc. | 7 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2018 | 18 |
Baltimore-Washington Financial Advisors, Inc. | 18 | 18 | 1.07% | 1.96% | 2.78% | Q4 2013 | Q1 2018 | 18 |
Blue Fin Capital, Inc. | 18 | 18 | 0.34% | 0.38% | 0.45% | Q4 2013 | Q1 2018 | 18 |
EFG Asset Management (Americas) Corp. | 18 | 18 | 0.03% | 0.71% | 1.69% | Q4 2013 | Q1 2018 | 18 |
FAS Wealth Partners, Inc. | 18 | 18 | 0.09% | 0.14% | 0.25% | Q4 2013 | Q1 2018 | 18 |
TRAIN BABCOCK ADVISORS LLC | 17 | 1 | 1.15% | 1.95% | 3.19% | Q2 2013 | Q4 2017 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.18% | 0.44% | 0.70% | Q2 2013 | Q3 2017 | 18 |
Capital Advisors, Ltd. LLC | 18 | 18 | 0.45% | 0.53% | 0.76% | Q4 2013 | Q1 2018 | 18 |
Financial Planning & Information Services, Inc. | 18 | 18 | 1.07% | 1.50% | 1.98% | Q4 2013 | Q1 2018 | 18 |
Elite Wealth Management, Inc. | 15 | 1 | 0.01% | 2.05% | 12.61% | Q3 2012 | Q1 2018 | 18 |
Aldebaran Financial Inc. | 18 | 18 | 0.54% | 0.82% | 1.34% | Q4 2013 | Q1 2018 | 18 |
Smart Portfolios, LLC | 10 | 8 | 0.17% | 5.80% | 13.15% | Q3 2013 | Q1 2018 | 18 |
Acropolis Investment Management, LLC | 17 | 1 | 0.05% | 0.11% | 0.17% | Q2 2017 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.03% | 0.24% | 0.78% | Q2 2013 | Q3 2014 | 18 |
Lenox Wealth Advisors, LLC | 10 | 8 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2022 | 18 |
Brinker Capital Investments, LLC | 14 | 4 | 0.00% | 1.11% | 2.66% | Q2 2013 | Q1 2018 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.83% | 1.00% | 1.13% | Q2 2013 | Q3 2017 | 18 |
B. Riley Financial, Inc. | 10 | 10 | 0.31% | 4.17% | 11.36% | Q4 2015 | Q1 2018 | 18 |
Oakworth Capital, Inc. | 18 | 18 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q1 2018 | 18 |
BANK HAPOALIM BM | 18 | 18 | 1.26% | 1.65% | 2.38% | Q4 2013 | Q1 2018 | 18 |
Private Advisor Group, LLC | 18 | 18 | 0.84% | 1.54% | 2.64% | Q4 2013 | Q1 2018 | 18 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.25% | 3.27% | Q3 2013 | Q2 2017 | 18 |
Janney Montgomery Scott LLC | 11 | 7 | 0.05% | 0.56% | 0.91% | Q3 2013 | Q1 2018 | 18 |
Maryland Capital Management | 18 | 18 | 0.02% | 0.09% | 0.19% | Q4 2013 | Q1 2018 | 18 |
THOMPSON DAVIS & CO., INC. | 18 | 18 | 0.00% | 0.47% | 1.62% | Q4 2013 | Q1 2018 | 18 |
Private Capital Advisors, Inc. | 18 | 18 | 0.18% | 0.26% | 0.34% | Q2 2013 | Q3 2017 | 18 |
Narwhal Capital Management | 18 | 18 | 0.20% | 0.27% | 0.38% | Q4 2013 | Q1 2018 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.45% | 0.60% | 0.95% | Q2 2013 | Q3 2017 | 18 |
CITY HOLDING CO | 18 | 18 | 0.05% | 0.07% | 0.09% | Q4 2013 | Q1 2018 | 18 |
D. SCOTT NEAL, INC. | 18 | 18 | 3.76% | 7.08% | 9.96% | Q4 2013 | Q1 2018 | 18 |
GIRARD PARTNERS LTD. | 18 | 18 | 0.14% | 0.22% | 0.33% | Q4 2013 | Q1 2018 | 18 |
BANQUE PICTET & CIE SA | 18 | 18 | 0.04% | 1.37% | 2.18% | Q4 2013 | Q1 2018 | 18 |
Lenox Wealth Management, Inc. | 18 | 18 | 0.01% | 0.03% | 0.11% | Q4 2013 | Q1 2018 | 18 |
Sequoia Financial Advisors, LLC | 18 | 18 | 0.17% | 0.38% | 0.68% | Q4 2013 | Q1 2018 | 18 |
CHURCHILL MANAGEMENT Corp | 11 | 7 | 2.13% | 7.52% | 13.12% | Q2 2013 | Q1 2018 | 18 |
Paradigm Financial Advisors, LLC | 18 | 18 | 1.28% | 3.17% | 5.17% | Q4 2013 | Q1 2018 | 18 |
Starfire Investment Advisers, Inc. | 17 | 17 | 0.23% | 4.45% | 5.85% | Q1 2015 | Q1 2019 | 17 |
Northeast Financial Consultants Inc | 17 | 17 | 0.12% | 1.38% | 1.87% | Q2 2014 | Q2 2018 | 17 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 16 | 1 | 0.06% | 0.13% | 0.45% | Q4 2013 | Q1 2018 | 17 |
CIBC Private Wealth Group, LLC | 17 | 17 | 0.04% | 0.08% | 0.15% | Q1 2014 | Q1 2018 | 17 |
White Lighthouse Investment Management Inc. | 17 | 17 | 0.42% | 1.13% | 1.62% | Q4 2017 | Q4 2021 | 17 |
WASHINGTON TRUST BANK | 17 | 17 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q1 2018 | 17 |
Kistler-Tiffany Companies, LLC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Evercore Wealth Management, LLC | 13 | 4 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q1 2018 | 17 |
Eagle Capital Management, LLC | 10 | 7 | 0.17% | 3.50% | 9.10% | Q4 2013 | Q1 2018 | 17 |
Johnson Financial Group, Inc. | 17 | 17 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q1 2018 | 17 |
HOWE & RUSLING INC | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 17 |
STRATEGIC WEALTH MANAGEMENT INC | 12 | 1 | 0.75% | 6.43% | 13.06% | Q1 2013 | Q1 2020 | 17 |
SIGMA INVESTMENT COUNSELORS INC | 14 | 3 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q1 2018 | 17 |
STIFEL FINANCIAL CORP | 17 | 17 | 0.05% | 0.09% | 0.14% | Q1 2014 | Q1 2018 | 17 |
CWH Capital Management, Inc. | 17 | 17 | 3.65% | 6.30% | 8.48% | Q1 2014 | Q1 2018 | 17 |
Bouchey Financial Group Ltd | 17 | 17 | 7.56% | 9.75% | 13.40% | Q1 2014 | Q1 2018 | 17 |
Coyle Financial Counsel LLC | 12 | 1 | 4.18% | 6.00% | 8.07% | Q4 2013 | Q3 2018 | 17 |
Sigma Planning Corp | 14 | 14 | 0.02% | 0.63% | 1.38% | Q4 2014 | Q1 2018 | 17 |
Stratos Wealth Partners, LTD. | 16 | 16 | 0.00% | 2.09% | 6.30% | Q2 2014 | Q1 2018 | 17 |
Baker Avenue Asset Management, LP | 12 | 5 | 0.03% | 0.48% | 1.37% | Q2 2013 | Q1 2018 | 17 |
North Star Investment Management Corp. | 17 | 17 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q1 2018 | 17 |
Bluefin Trading, LLC | 3 | 1 | 0.00% | 0.14% | 0.74% | Q4 2013 | Q1 2018 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q2 2017 | 17 |
ASSETMARK, INC | 11 | 6 | 0.00% | 0.29% | 1.87% | Q3 2013 | Q1 2018 | 17 |
Formidable Asset Management, LLC | 17 | 17 | 0.14% | 0.21% | 0.40% | Q3 2013 | Q3 2017 | 17 |
Cutter & CO Brokerage, Inc. | 17 | 17 | 0.08% | 0.31% | 0.66% | Q1 2014 | Q1 2018 | 17 |
NAVELLIER & ASSOCIATES INC | 12 | 1 | 0.02% | 0.26% | 1.11% | Q3 2012 | Q1 2018 | 17 |
Jacobus Wealth Management, Inc. | 17 | 17 | 0.04% | 0.21% | 0.42% | Q3 2013 | Q3 2017 | 17 |
CAPE COD FIVE CENTS SAVINGS BANK | 17 | 17 | 0.04% | 0.06% | 0.07% | Q1 2014 | Q1 2018 | 17 |
BBVA USA Bancshares, Inc. | 9 | 8 | 0.03% | 0.21% | 0.44% | Q2 2013 | Q1 2018 | 17 |
NATIXIS | 7 | 1 | 0.01% | 0.43% | 3.32% | Q2 2013 | Q1 2018 | 17 |
UNITED BANK, INC. | 17 | 17 | 0.09% | 0.12% | 0.15% | Q3 2013 | Q3 2017 | 17 |
Shoker Investment Counsel, Inc. | 13 | 4 | 0.21% | 0.23% | 0.27% | Q4 2013 | Q1 2018 | 17 |
Benin Management CORP | 17 | 17 | 0.15% | 0.19% | 0.26% | Q1 2014 | Q1 2018 | 17 |
WFG Advisors, LP | 17 | 17 | 0.24% | 0.48% | 0.69% | Q2 2013 | Q2 2017 | 17 |
Bank Pictet & Cie (Europe) AG | 11 | 6 | 3.18% | 4.72% | 6.06% | Q4 2013 | Q1 2018 | 17 |
MONROE BANK & TRUST/MI | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 16 |
CREDIT AGRICOLE S A | 11 | 5 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q1 2018 | 16 |
Accredited Investors Inc. | 15 | 1 | 0.11% | 0.18% | 0.22% | Q2 2013 | Q1 2018 | 16 |
Moors & Cabot, Inc. | 16 | 16 | 0.10% | 0.12% | 0.22% | Q2 2014 | Q1 2018 | 16 |
ROCKLAND TRUST CO | 16 | 16 | 0.04% | 0.04% | 0.06% | Q2 2014 | Q1 2018 | 16 |
REGENTATLANTIC CAPITAL LLC | 16 | 16 | 0.04% | 0.06% | 0.08% | Q2 2014 | Q1 2018 | 16 |
Evanson Asset Management, LLC | 13 | 1 | 0.07% | 0.11% | 0.15% | Q4 2013 | Q1 2018 | 16 |
Karp Capital Management Corp | 15 | 1 | 0.00% | 0.35% | 0.84% | Q4 2014 | Q3 2022 | 16 |
COUNTRY TRUST BANK | 16 | 16 | 0.01% | 0.01% | 0.05% | Q2 2014 | Q1 2018 | 16 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q1 2018 | 16 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.14% | 2.27% | 7.04% | Q2 2013 | Q1 2018 | 16 |
Atria Investments, Inc | 7 | 2 | 0.08% | 0.71% | 1.81% | Q3 2013 | Q1 2018 | 16 |
CWM, LLC | 15 | 15 | 0.00% | 0.76% | 1.93% | Q3 2014 | Q1 2018 | 16 |
IFP Advisors, Inc | 8 | 1 | 0.00% | 0.80% | 1.88% | Q4 2015 | Q2 2021 | 16 |
Dynamic Advisor Solutions LLC | 14 | 2 | 0.12% | 0.47% | 1.89% | Q4 2013 | Q1 2018 | 16 |
FDx Advisors, Inc. | 12 | 4 | 0.02% | 0.09% | 0.24% | Q4 2013 | Q1 2018 | 16 |
FundX Investment Group, LLC | 9 | 7 | 0.24% | 7.82% | 16.76% | Q1 2014 | Q1 2018 | 16 |
Ironsides Asset Advisors, LLC | 16 | 16 | 0.46% | 0.65% | 0.96% | Q2 2014 | Q1 2018 | 16 |
Merriman Wealth Management, LLC | 10 | 3 | 0.35% | 2.51% | 6.00% | Q2 2013 | Q1 2018 | 16 |
1832 Asset Management L.P. | 14 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2018 | 16 |
Patten Group, Inc. | 14 | 14 | 0.00% | 0.33% | 0.44% | Q4 2014 | Q1 2018 | 16 |
HERITAGE INVESTORS MANAGEMENT CORP | 16 | 16 | 0.02% | 0.04% | 0.07% | Q2 2014 | Q1 2018 | 16 |
FIRST NATIONAL BANK OF OMAHA | 9 | 7 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2017 | 16 |
Point72 Asset Management, L.P. | 6 | 1 | 0.00% | 0.38% | 2.08% | Q2 2014 | Q1 2018 | 16 |
NEXT Financial Group, Inc | 16 | 16 | 0.02% | 1.05% | 2.31% | Q2 2014 | Q1 2018 | 16 |
CIBC Asset Management Inc | 8 | 2 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2018 | 16 |
Winfield Associates, Inc. | 16 | 16 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2017 | 16 |
Daniel Devine & Co | 15 | 15 | 8.55% | 10.41% | 13.03% | Q4 2014 | Q2 2018 | 15 |
Nationwide Fund Advisors | 7 | 3 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2017 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.97% | 2.30% | Q4 2014 | Q2 2018 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 7 | 0.08% | 2.89% | 8.82% | Q2 2014 | Q1 2018 | 15 |
Kovack Advisors, Inc. | 13 | 2 | 0.35% | 0.70% | 1.64% | Q3 2013 | Q1 2018 | 15 |
WEALTHFRONT Corp | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q1 2018 | 15 |
Cranbrook Wealth Management, LLC | 14 | 1 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q1 2018 | 15 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 15 | 15 | 0.30% | 1.01% | 2.40% | Q4 2014 | Q2 2018 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 15 |
CTC LLC | 5 | 1 | 0.15% | 29.85% | 85.72% | Q2 2013 | Q4 2017 | 15 |
Nichols Asset Management LLC | 15 | 15 | 0.39% | 1.36% | 5.23% | Q2 2013 | Q4 2016 | 15 |
Argentus Capital Management, LLC | 9 | 2 | 0.25% | 0.50% | 1.84% | Q3 2013 | Q3 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.42% | 1.02% | 1.72% | Q2 2013 | Q4 2016 | 15 |
Regis Management CO LLC | 10 | 1 | 0.10% | 0.21% | 0.42% | Q1 2013 | Q4 2017 | 15 |
Penobscot Investment Management Company, Inc. | 15 | 15 | 0.07% | 0.51% | 0.85% | Q3 2014 | Q1 2018 | 15 |
Diversified Portfolios, Inc. | 15 | 15 | 0.35% | 0.40% | 0.45% | Q4 2014 | Q2 2018 | 15 |
Renaissance Investment Group LLC | 15 | 15 | 0.10% | 0.11% | 0.13% | Q3 2014 | Q1 2018 | 15 |
Diversified Trust Co | 14 | 1 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q1 2018 | 15 |
New England Private Wealth Advisors LLC | 15 | 15 | 0.31% | 0.77% | 0.90% | Q3 2014 | Q1 2018 | 15 |
Arvest Bank Trust Division | 15 | 15 | 0.02% | 0.03% | 0.04% | Q3 2014 | Q1 2018 | 15 |
Tower View Wealth Management LLC | 15 | 15 | 0.01% | 0.63% | 0.90% | Q4 2017 | Q2 2021 | 15 |
Aft, Forsyth & Sober, LLC | 15 | 15 | 0.58% | 7.65% | 13.00% | Q2 2013 | Q4 2016 | 15 |
CYPRESS CAPITAL MANAGEMENT LLC | 15 | 15 | 0.08% | 1.69% | 4.50% | Q3 2014 | Q1 2018 | 15 |
FAYEZ SAROFIM & CO | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 15 |
Crosspoint Capital Strategies, LLC | 15 | 15 | 0.00% | 0.11% | 1.22% | Q4 2013 | Q2 2017 | 15 |
JNBA Financial Advisors | 12 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2017 | 15 |
Chanos & Co LP | 9 | 9 | 0.05% | 2.03% | 5.59% | Q1 2016 | Q1 2018 | 15 |
Stuart Chaussee & Associates, Inc. | 15 | 15 | 0.12% | 16.14% | 49.75% | Q1 2020 | Q3 2023 | 15 |
Brookstone Capital Management | 7 | 1 | 0.03% | 1.05% | 2.60% | Q4 2013 | Q1 2018 | 15 |
Ipswich Investment Management Co., Inc. | 11 | 1 | 0.09% | 0.22% | 0.36% | Q3 2013 | Q1 2018 | 15 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 15 | 15 | 0.16% | 1.33% | 3.21% | Q4 2014 | Q2 2018 | 15 |
Kingsview Wealth Management, LLC | 5 | 5 | 0.00% | 0.35% | 1.29% | Q1 2017 | Q1 2018 | 15 |
Koshinski Asset Management, Inc. | 15 | 15 | 0.15% | 0.47% | 2.93% | Q4 2014 | Q2 2018 | 15 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 9 | 6 | 0.07% | 0.11% | 0.14% | Q2 2013 | Q1 2018 | 15 |
Analyst IMS Investment Management Services Ltd. | 15 | 15 | 6.25% | 8.54% | 14.02% | Q4 2014 | Q2 2018 | 15 |
M Holdings Securities, Inc. | 9 | 6 | 0.12% | 1.07% | 2.76% | Q4 2013 | Q1 2018 | 15 |
GAM Holding AG | 15 | 15 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q4 2016 | 15 |
CAMBRIDGE TRUST CO | 14 | 14 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q1 2018 | 14 |
KWMG, LLC | 14 | 14 | 0.31% | 0.45% | 0.68% | Q4 2014 | Q1 2018 | 14 |
PRIVATE TRUST CO NA | 14 | 14 | 0.46% | 0.72% | 0.96% | Q4 2014 | Q1 2018 | 14 |
AllSquare Wealth Management LLC | 14 | 14 | 0.00% | 0.05% | 0.16% | Q4 2014 | Q1 2018 | 14 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 14 | 14 | 0.03% | 6.71% | 10.31% | Q4 2013 | Q1 2017 | 14 |
CUE ADVISORY SERVICES, INC. | 14 | 14 | 1.20% | 1.89% | 2.45% | Q4 2014 | Q1 2018 | 14 |
Parsec Financial Management, Inc. | 14 | 14 | 0.02% | 0.03% | 0.09% | Q4 2014 | Q1 2018 | 14 |
Glassman Wealth Services | 14 | 14 | 0.03% | 0.11% | 0.18% | Q4 2014 | Q1 2018 | 14 |
Catamount Wealth Management | 14 | 14 | 3.18% | 4.94% | 7.62% | Q4 2014 | Q1 2018 | 14 |
Homrich & Berg | 13 | 13 | 0.01% | 0.08% | 0.15% | Q1 2015 | Q1 2018 | 14 |
BANK PICTET & CIE (ASIA) LTD | 6 | 2 | 0.09% | 0.51% | 1.63% | Q4 2013 | Q1 2018 | 14 |
WHITE PINE CAPITAL LLC | 14 | 14 | 0.00% | 0.09% | 0.11% | Q3 2014 | Q4 2017 | 14 |
LONESTAR CAPITAL MANAGEMENT LLC | 11 | 1 | 5.03% | 18.97% | 41.64% | Q3 2013 | Q4 2017 | 14 |
Concorde Asset Management, LLC | 14 | 14 | 0.28% | 1.52% | 6.67% | Q4 2014 | Q1 2018 | 14 |
Nuveen Asset Management, LLC | 6 | 1 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q4 2017 | 14 |
Jackson Wealth Management, LLC | 14 | 14 | 1.75% | 2.77% | 3.86% | Q4 2014 | Q1 2018 | 14 |
Noven Financial Group, Inc. | 11 | 3 | 1.06% | 9.75% | 14.18% | Q1 2016 | Q1 2020 | 14 |
Peak Asset Management, LLC | 14 | 14 | 0.10% | 0.60% | 3.33% | Q4 2014 | Q1 2018 | 14 |
Fiduciary Trust Co International of Pennsylvania | 14 | 14 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q1 2018 | 14 |
Archford Capital Strategies, LLC | 13 | 1 | 0.00% | 0.04% | 0.06% | Q1 2014 | Q1 2018 | 14 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 14 | 14 | 0.44% | 0.51% | 0.63% | Q4 2014 | Q1 2018 | 14 |
1st Global Advisors, Inc. | 14 | 14 | 0.09% | 0.13% | 0.19% | Q1 2014 | Q2 2017 | 14 |
OARSMAN CAPITAL, INC. | 7 | 1 | 0.11% | 0.17% | 0.24% | Q2 2013 | Q1 2018 | 14 |
DELTEC ASSET MANAGEMENT LLC | 9 | 5 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q1 2018 | 14 |
WealthTrust Axiom LLC | 14 | 14 | 0.07% | 0.09% | 0.11% | Q4 2014 | Q1 2018 | 14 |
Argent Trust Co | 14 | 14 | 0.26% | 0.40% | 0.64% | Q4 2014 | Q1 2018 | 14 |
Spectrum Asset Management, Inc. (NB/CA) | 14 | 14 | 0.22% | 7.89% | 11.12% | Q4 2014 | Q1 2018 | 14 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 14 | 14 | 0.22% | 0.31% | 0.42% | Q4 2014 | Q1 2018 | 14 |
DUBUQUE BANK & TRUST CO | 12 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q1 2018 | 14 |
FormulaFolio Investments, LLC | 14 | 14 | 0.06% | 0.16% | 0.34% | Q4 2014 | Q1 2018 | 14 |
Cambridge Advisors Inc. | 14 | 14 | 0.22% | 0.29% | 0.81% | Q4 2014 | Q1 2018 | 14 |
BLB&B Advisors, LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q1 2018 | 14 |
Astor Investment Management LLC | 8 | 6 | 1.36% | 3.40% | 8.01% | Q1 2014 | Q1 2018 | 14 |
Pinnacle Wealth Management Advisory Group, LLC | 14 | 14 | 0.20% | 0.31% | 0.42% | Q4 2014 | Q1 2018 | 14 |
Caprock Group, LLC | 14 | 14 | 2.22% | 3.29% | 4.54% | Q4 2014 | Q1 2018 | 14 |
CUMBERLAND ADVISORS INC | 14 | 14 | 0.35% | 2.73% | 8.80% | Q4 2014 | Q1 2018 | 14 |
SONATA CAPITAL GROUP INC | 14 | 14 | 0.19% | 0.24% | 0.35% | Q4 2014 | Q1 2018 | 14 |
FNY Managed Accounts LLC | 5 | 2 | 0.00% | 1.69% | 22.99% | Q3 2014 | Q1 2018 | 14 |
DOWLING & YAHNKE LLC | 14 | 14 | 0.03% | 0.06% | 0.08% | Q4 2014 | Q1 2018 | 14 |
Burt Wealth Advisors | 14 | 14 | 0.01% | 0.04% | 0.06% | Q4 2014 | Q1 2018 | 14 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 14 | 14 | 0.73% | 0.99% | 1.15% | Q4 2014 | Q1 2018 | 14 |
Lowe Wealth Advisors, LLC | 14 | 14 | 9.36% | 9.96% | 10.57% | Q4 2014 | Q1 2018 | 14 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 14 | 14 | 0.15% | 0.23% | 0.42% | Q4 2014 | Q1 2018 | 14 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 14 | 14 | 0.15% | 0.65% | 0.89% | Q4 2014 | Q1 2018 | 14 |
MAI Capital Management | 14 | 14 | 1.18% | 1.28% | 1.40% | Q4 2014 | Q1 2018 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.16% | 0.72% | 3.36% | Q2 2013 | Q3 2016 | 14 |
CULLEN/FROST BANKERS, INC. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2018 | 14 |
Summit Financial Wealth Advisors, LLC | 14 | 14 | 0.10% | 0.18% | 0.30% | Q4 2014 | Q1 2018 | 14 |
Chicago Partners Investment Group LLC | 14 | 14 | 0.00% | 0.09% | 0.48% | Q4 2014 | Q1 2018 | 14 |
Alpha Cubed Investments, LLC | 14 | 14 | 0.23% | 1.00% | 1.72% | Q4 2014 | Q1 2018 | 14 |
Laird Norton Wetherby Wealth Management, LLC | 13 | 1 | 0.04% | 0.07% | 0.10% | Q2 2014 | Q4 2017 | 14 |
Advisors Preferred, LLC | 10 | 2 | 0.18% | 2.65% | 12.63% | Q4 2013 | Q1 2018 | 14 |
Investors Capital Advisory Services | 13 | 13 | 0.57% | 0.91% | 1.34% | Q2 2013 | Q2 2016 | 13 |
Capital Planning Advisors, LLC | 13 | 13 | 0.35% | 2.77% | 18.71% | Q1 2015 | Q1 2018 | 13 |
UMB Bank, n.a. | 10 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2018 | 13 |
Ironwood Financial, llc | 9 | 4 | 0.64% | 1.06% | 2.29% | Q4 2014 | Q1 2018 | 13 |
Spruce Investment Advisors LLC | 13 | 13 | 0.08% | 0.17% | 0.48% | Q2 2013 | Q2 2016 | 13 |
NOTTINGHAM ADVISORS, INC. | 9 | 4 | 0.04% | 0.94% | 3.32% | Q2 2013 | Q4 2017 | 13 |
SEARLE & CO. | 10 | 3 | 0.01% | 0.44% | 3.12% | Q4 2014 | Q1 2018 | 13 |
Squarepoint Ops LLC | 9 | 9 | 0.01% | 0.64% | 2.03% | Q1 2016 | Q1 2018 | 13 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 12 | 0.02% | 0.32% | 0.77% | Q2 2015 | Q1 2018 | 13 |
Hilltop Holdings Inc. | 13 | 13 | 0.61% | 1.18% | 2.36% | Q1 2015 | Q1 2018 | 13 |
EXANE DERIVATIVES | 9 | 4 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q1 2018 | 13 |
SEI INVESTMENTS CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2018 | 13 |
Truepoint, Inc. | 7 | 6 | 0.02% | 0.06% | 0.10% | Q4 2015 | Q4 2019 | 13 |
DELTA ASSET MANAGEMENT LLC/TN | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 13 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 13 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2018 | 13 |
CONTINENTAL ADVISORS LLC | 12 | 12 | 0.27% | 3.64% | 8.42% | Q2 2015 | Q1 2018 | 13 |
Edge Wealth Management LLC | 11 | 2 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q1 2018 | 13 |
Goldstein Munger & Associates | 12 | 1 | 0.10% | 0.12% | 0.14% | Q2 2014 | Q1 2018 | 13 |
FC Advisory LLC | 13 | 13 | 0.61% | 0.72% | 0.80% | Q1 2015 | Q1 2018 | 13 |
Gradient Investments LLC | 12 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 13 |
Voya Financial Advisors, Inc. | 13 | 13 | 3.22% | 3.85% | 5.72% | Q1 2015 | Q1 2018 | 13 |
AMI INVESTMENT MANAGEMENT INC | 13 | 13 | 0.17% | 0.21% | 0.27% | Q2 2018 | Q2 2021 | 13 |
Ruggie Capital Group | 9 | 4 | 0.87% | 1.89% | 2.59% | Q4 2014 | Q1 2018 | 13 |
PIERSHALE FINANCIAL GROUP, INC. | 10 | 3 | 0.02% | 4.00% | 12.31% | Q3 2014 | Q1 2018 | 13 |
Visionary Asset Management, Inc. | 4 | 2 | 0.02% | 0.20% | 0.90% | Q3 2013 | Q1 2018 | 13 |
TEACHERS ADVISORS, LLC | 13 | 13 | 0.00% | 0.04% | 0.06% | Q2 2013 | Q2 2016 | 13 |
River Wealth Advisors LLC | 13 | 13 | 0.48% | 0.63% | 0.74% | Q1 2015 | Q1 2018 | 13 |
FINANCIAL COUNSELORS INC | 7 | 6 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q1 2018 | 13 |
Perkins Coie Trust Co | 13 | 13 | 0.02% | 0.04% | 0.05% | Q1 2015 | Q1 2018 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.32% | 0.79% | 1.46% | Q2 2013 | Q2 2016 | 13 |
Mizuho Trust & Banking Co., Ltd. | 8 | 5 | 0.00% | 5.51% | 32.42% | Q4 2014 | Q1 2018 | 13 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q1 2018 | 13 |
New England Investment & Retirement Group, Inc. | 11 | 2 | 0.26% | 6.36% | 8.88% | Q3 2014 | Q1 2018 | 13 |
Fort Point Capital Partners LLC | 13 | 13 | 0.16% | 0.35% | 0.76% | Q1 2015 | Q1 2018 | 13 |
Roble, Belko & Company, Inc | 13 | 13 | 0.17% | 0.19% | 0.20% | Q1 2015 | Q1 2018 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.04% | 0.06% | Q4 2013 | Q4 2016 | 13 |
Exchange Capital Management, Inc. | 8 | 5 | 0.01% | 0.02% | 0.06% | Q1 2014 | Q1 2018 | 13 |
MADISON INVESTMENT HOLDINGS INC | 10 | 3 | 0.01% | 0.14% | 0.22% | Q2 2013 | Q1 2018 | 13 |
Quantitative Advantage, LLC | 12 | 1 | 0.45% | 0.69% | 1.27% | Q1 2014 | Q3 2017 | 13 |
Diligent Investors, LLC | 8 | 4 | 0.20% | 0.26% | 0.35% | Q4 2014 | Q1 2018 | 12 |
Summit Financial Strategies, Inc. | 9 | 3 | 0.14% | 0.16% | 0.18% | Q4 2014 | Q4 2017 | 12 |
Bison Wealth, LLC | 10 | 2 | 0.13% | 0.33% | 0.62% | Q1 2015 | Q1 2018 | 12 |
Circle Wealth Management, LLC | 12 | 12 | 0.11% | 0.29% | 0.43% | Q4 2016 | Q3 2019 | 12 |
Godshalk Welsh Capital Management, Inc. | 7 | 5 | 0.21% | 0.24% | 0.31% | Q4 2014 | Q1 2018 | 12 |
D'Orazio & Associates, Inc. | 12 | 12 | 0.05% | 0.91% | 10.10% | Q2 2015 | Q1 2018 | 12 |
WEBSTER BANK, N. A. | 12 | 12 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q1 2018 | 12 |
Baird Financial Group, Inc. | 12 | 12 | 0.06% | 0.13% | 0.27% | Q2 2015 | Q1 2018 | 12 |
Taylor Wealth Management Partners | 12 | 12 | 0.13% | 0.63% | 1.10% | Q1 2015 | Q4 2017 | 12 |
Annex Advisory Services, LLC | 6 | 6 | 0.06% | 0.08% | 0.12% | Q3 2014 | Q1 2018 | 12 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 12 | 12 | 0.19% | 0.21% | 0.23% | Q4 2016 | Q3 2019 | 12 |
GRIMES & COMPANY, INC. | 12 | 12 | 0.03% | 0.03% | 0.04% | Q2 2015 | Q1 2018 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.08% | 0.13% | 0.47% | Q2 2013 | Q1 2016 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q1 2016 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.16% | 2.19% | 13.10% | Q2 2014 | Q1 2018 | 12 |
MISSION WEALTH MANAGEMENT, LP | 12 | 12 | 0.10% | 0.14% | 0.18% | Q2 2015 | Q1 2018 | 12 |
Columbus Hill Capital Management, L.P. | 3 | 1 | 0.07% | 8.43% | 25.90% | Q4 2013 | Q1 2018 | 12 |
PACIFIC FINANCIAL GROUP INC | 11 | 1 | 0.36% | 3.59% | 8.34% | Q2 2013 | Q2 2016 | 12 |
Mizuho Bank, Ltd. | 4 | 1 | 2.05% | 8.66% | 16.99% | Q2 2013 | Q1 2018 | 12 |
QCM Cayman, Ltd. | 2 | 1 | 0.08% | 0.56% | 2.10% | Q2 2013 | Q1 2018 | 12 |
QUADRANT CAPITAL GROUP LLC | 12 | 12 | 0.18% | 0.22% | 0.32% | Q2 2015 | Q1 2018 | 12 |
Hanlon Investment Management, Inc. | 12 | 12 | 0.11% | 0.68% | 2.04% | Q3 2014 | Q2 2017 | 12 |
MML INVESTORS SERVICES, LLC | 12 | 12 | 1.19% | 4.91% | 8.34% | Q2 2015 | Q1 2018 | 12 |
THOMPSON SIEGEL & WALMSLEY LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 12 |
Courage Miller Partners, LLC | 6 | 1 | 0.09% | 0.16% | 0.26% | Q2 2013 | Q4 2021 | 12 |
PALLADIUM PARTNERS LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 12 |
WBH ADVISORY INC | 12 | 12 | 0.07% | 0.38% | 0.65% | Q1 2016 | Q4 2018 | 12 |
DSC Advisors, L.P. | 3 | 1 | 0.00% | 1.81% | 16.76% | Q4 2014 | Q1 2018 | 12 |
Mirae Asset Global Investments Co., Ltd. | 5 | 1 | 0.04% | 0.42% | 0.96% | Q4 2009 | Q1 2018 | 12 |
PEDDOCK CAPITAL ADVISORS, LLC | 7 | 5 | 0.02% | 0.49% | 0.68% | Q4 2014 | Q1 2018 | 12 |
LINCOLN NATIONAL CORP | 9 | 3 | 0.02% | 0.06% | 0.19% | Q3 2014 | Q1 2018 | 12 |
InterOcean Capital, LLC | 7 | 5 | 0.05% | 0.09% | 0.14% | Q1 2015 | Q1 2018 | 12 |
DT Investment Partners, LLC | 12 | 12 | 0.08% | 0.10% | 0.17% | Q2 2015 | Q1 2018 | 12 |
Financial Enhancement Group LLC | 12 | 12 | 0.02% | 0.23% | 0.32% | Q2 2015 | Q1 2018 | 12 |
Avior Wealth Management, LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2018 | 12 |
THRIVENT FINANCIAL FOR LUTHERANS | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 12 |
1ST SOURCE BANK | 12 | 12 | 0.09% | 0.13% | 0.34% | Q2 2015 | Q1 2018 | 12 |
Harfst & Associates, Inc. | 12 | 12 | 0.32% | 1.73% | 4.14% | Q2 2015 | Q1 2018 | 12 |
KING LUTHER CAPITAL MANAGEMENT CORP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2018 | 12 |
S. R. Schill & Associates | 10 | 2 | 0.14% | 0.17% | 0.20% | Q1 2015 | Q1 2018 | 12 |
Fiera Capital Corp | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2018 | 12 |
SNS Financial Group, LLC | 6 | 1 | 0.01% | 0.15% | 0.24% | Q2 2013 | Q1 2018 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2017 | 11 |
Beacon Capital Management, Inc. | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 11 |
FIRST INTERSTATE BANK | 11 | 11 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q1 2018 | 11 |
Raab & Moskowitz Asset Management LLC | 10 | 1 | 0.04% | 0.22% | 0.28% | Q4 2014 | Q1 2018 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 0.23% | 0.72% | 1.07% | Q2 2013 | Q4 2015 | 11 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 10 | 1 | 0.09% | 0.21% | 0.34% | Q2 2015 | Q1 2018 | 11 |
Freestone Capital Holdings, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q1 2018 | 11 |
Summit Asset Management, LLC | 8 | 1 | 0.10% | 0.15% | 0.17% | Q4 2013 | Q1 2018 | 11 |
CenterStar Asset Management, LLC | 3 | 1 | 0.01% | 0.39% | 2.45% | Q4 2017 | Q4 2018 | 11 |
Zions Bancorporation | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2017 | 11 |
Live Your Vision, LLC | 11 | 11 | 0.16% | 0.21% | 0.30% | Q3 2015 | Q1 2018 | 11 |
Thiel Macro LLC | 4 | 3 | 3.30% | 26.28% | 72.80% | Q1 2015 | Q1 2018 | 11 |
Edgestream Partners, L.P. | 8 | 3 | 0.22% | 5.22% | 16.67% | Q2 2015 | Q1 2018 | 11 |
Sheaff Brock Investment Advisors, LLC | 10 | 10 | 0.20% | 0.27% | 0.51% | Q4 2015 | Q1 2018 | 11 |
GUARDIAN CAPITAL ADVISORS LP | 8 | 1 | 0.06% | 0.37% | 0.61% | Q4 2014 | Q4 2017 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.06% | 0.26% | 1.35% | Q2 2013 | Q4 2015 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.06% | 0.11% | 0.16% | Q2 2013 | Q4 2015 | 11 |
Cubist Systematic Strategies, LLC | 9 | 1 | 0.00% | 0.15% | 0.48% | Q2 2014 | Q1 2018 | 11 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 9 | 2 | 0.04% | 0.08% | 0.18% | Q4 2013 | Q1 2018 | 11 |
FRONT BARNETT ASSOCIATES LLC | 11 | 11 | 0.05% | 0.07% | 0.08% | Q3 2015 | Q1 2018 | 11 |
COMERICA SECURITIES INC | 8 | 1 | 0.07% | 0.36% | 0.62% | Q2 2013 | Q1 2018 | 11 |
Iowa State Bank | 10 | 1 | 0.24% | 0.31% | 0.34% | Q2 2013 | Q1 2018 | 11 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q1 2018 | 11 |
Asset Dedication, LLC | 11 | 11 | 0.00% | 0.03% | 0.19% | Q4 2015 | Q2 2018 | 11 |
Benchmark Capital Advisors | 11 | 11 | 0.17% | 0.20% | 0.25% | Q3 2015 | Q1 2018 | 11 |
RiverFront Investment Group, LLC | 7 | 4 | 1.10% | 2.31% | 2.96% | Q2 2009 | Q1 2018 | 11 |
ATWOOD & PALMER INC | 8 | 3 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2017 | 11 |
FMA ADVISORY INC | 7 | 1 | 1.35% | 2.40% | 3.53% | Q2 2013 | Q1 2018 | 11 |
Brown Advisory Securities, LLC | 8 | 1 | 0.07% | 0.25% | 0.41% | Q3 2013 | Q1 2018 | 11 |
SCOPUS ASSET MANAGEMENT, L.P. | 8 | 8 | 0.00% | 1.18% | 4.36% | Q2 2016 | Q1 2018 | 11 |
Zurich Insurance Group Ltd/FI | 11 | 11 | 1.15% | 1.30% | 1.45% | Q3 2015 | Q1 2018 | 11 |
Traynor Capital Management, Inc. | 6 | 4 | 0.14% | 0.26% | 0.38% | Q2 2015 | Q1 2018 | 10 |
Ausdal Financial Partners, Inc. | 10 | 10 | 0.12% | 0.63% | 1.24% | Q4 2015 | Q1 2018 | 10 |
SVA Wealth Management, LLC | 10 | 10 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q1 2018 | 10 |
High Falls Advisors, Inc | 10 | 10 | 0.60% | 0.84% | 0.96% | Q4 2015 | Q1 2018 | 10 |
WESPAC Advisors SoCal, LLC | 10 | 10 | 0.08% | 0.16% | 0.66% | Q4 2015 | Q1 2018 | 10 |
Pinnacle Holdings, LLC | 7 | 3 | 0.03% | 0.04% | 0.07% | Q1 2020 | Q3 2022 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.01% | 0.04% | 0.11% | Q1 2015 | Q2 2017 | 10 |
Harel Insurance Investments & Financial Services Ltd. | 10 | 10 | 0.08% | 0.27% | 0.47% | Q4 2015 | Q1 2018 | 10 |
Intercontinental Wealth Advisors, LLC | 10 | 10 | 3.36% | 7.05% | 13.34% | Q4 2015 | Q1 2018 | 10 |
McQueen, Ball & Associates Inc. | 10 | 10 | 0.14% | 0.18% | 0.22% | Q4 2015 | Q1 2018 | 10 |
Risk Paradigm Group, LLC | 7 | 3 | 0.00% | 0.04% | 0.09% | Q1 2015 | Q1 2018 | 10 |
Forward Management, LLC | 4 | 1 | 0.00% | 3.12% | 11.98% | Q3 2014 | Q4 2017 | 10 |
AQR Capital Management | 6 | 1 | 0.00% | 0.04% | 0.13% | Q4 2012 | Q1 2018 | 10 |
WealthPLAN Partners, LLC | 5 | 1 | 0.05% | 0.58% | 0.91% | Q1 2015 | Q1 2018 | 10 |
Tuttle Capital Management, LLC | 9 | 1 | 0.25% | 5.62% | 13.52% | Q2 2015 | Q1 2018 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.17% | 3.31% | 12.44% | Q4 2014 | Q1 2017 | 10 |
Ayalon Insurance Comp Ltd. | 8 | 2 | 8.78% | 16.50% | 20.49% | Q1 2015 | Q1 2018 | 10 |
Mosaic Family Wealth, LLC | 10 | 10 | 0.00% | 0.01% | 0.05% | Q4 2015 | Q1 2018 | 10 |
Jackson, Grant Investment Advisers, Inc. | 10 | 10 | 0.01% | 0.03% | 0.09% | Q4 2015 | Q1 2018 | 10 |
CENTRAL BANK & TRUST CO | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2017 | 10 |
Berkeley Capital Partners, LLC | 10 | 10 | 1.06% | 1.40% | 2.17% | Q4 2015 | Q1 2018 | 10 |
Hillsdale Investment Management Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2018 | 10 |
Delphi Private Advisors LLC | 10 | 10 | 0.03% | 0.06% | 0.11% | Q4 2015 | Q1 2018 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 4.21% | 5.10% | 6.23% | Q4 2015 | Q1 2018 | 10 |
Laurel Wealth Advisors, Inc. | 10 | 10 | 0.58% | 0.68% | 0.95% | Q4 2015 | Q1 2018 | 10 |
Timber Hill LLC | 5 | 1 | 0.01% | 0.32% | 2.36% | Q3 2014 | Q4 2017 | 10 |
Virtu Financial LLC | 3 | 1 | 0.14% | 3.63% | 9.12% | Q1 2014 | Q1 2018 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.10% | 0.18% | Q1 2015 | Q1 2018 | 10 |
BHF Kleinwort Benson Group S.A. | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2015 | 10 |
Arcus Capital Partners, LLC | 10 | 10 | 2.93% | 3.96% | 5.80% | Q4 2015 | Q1 2018 | 10 |
Wellesley Investment Partners, LLC | 10 | 10 | 2.34% | 2.61% | 3.43% | Q4 2015 | Q1 2018 | 10 |
Marathon Trading Investment Management LLC | 4 | 1 | 0.01% | 0.51% | 2.87% | Q4 2012 | Q1 2018 | 10 |
3D ASSET MANAGEMENT, INC | 9 | 1 | 0.06% | 0.59% | 4.76% | Q2 2013 | Q1 2018 | 10 |
Sterneck Capital Management, LLC | 10 | 10 | 0.59% | 0.69% | 0.86% | Q4 2015 | Q1 2018 | 10 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 10 | 10 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q1 2018 | 10 |
ICONIQ Capital, LLC | 10 | 10 | 0.10% | 0.14% | 0.21% | Q4 2015 | Q1 2018 | 10 |
COMERICA BANK | 8 | 2 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q1 2018 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.07% | 0.09% | 0.11% | Q4 2015 | Q1 2018 | 10 |
ASHFORD CAPITAL MANAGEMENT INC | 10 | 10 | 0.24% | 0.75% | 0.96% | Q4 2015 | Q1 2018 | 10 |
Mariner Wealth Advisors-Cincinnati, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q1 2018 | 10 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 10 | 10 | 0.09% | 0.11% | 0.18% | Q4 2015 | Q1 2018 | 10 |
Klingman & Associates, LLC | 8 | 2 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q4 2017 | 10 |
GRACE BROTHERS MANAGEMENT LLC | 10 | 10 | 0.99% | 1.46% | 3.12% | Q2 2013 | Q3 2015 | 10 |
Migdal Insurance & Financial Holdings Ltd. | 10 | 10 | 0.01% | 0.18% | 0.32% | Q4 2015 | Q1 2018 | 10 |
Hochman Cole Investment Advisors, Inc. | 10 | 10 | 2.32% | 2.47% | 2.72% | Q4 2015 | Q1 2018 | 10 |
Arete Wealth Advisors, LLC | 7 | 1 | 0.24% | 0.81% | 3.02% | Q3 2014 | Q1 2018 | 10 |
Proficio Capital Partners LLC | 10 | 10 | 0.03% | 0.12% | 0.54% | Q4 2015 | Q1 2018 | 10 |
Cardan Capital Partners, LLC | 10 | 10 | 0.14% | 1.58% | 2.94% | Q4 2015 | Q1 2018 | 10 |
Cetera Investment Advisers | 10 | 10 | 0.82% | 1.42% | 2.17% | Q4 2015 | Q1 2018 | 10 |
Horizon Investments, LLC | 3 | 1 | 0.70% | 6.13% | 15.07% | Q4 2013 | Q1 2018 | 10 |
Eton Park Capital Management, L.P. | 4 | 1 | 1.49% | 6.82% | 17.34% | Q1 2014 | Q3 2016 | 10 |
Gerber Kawasaki Wealth & Investment Management | 10 | 10 | 0.59% | 0.77% | 1.03% | Q4 2015 | Q1 2018 | 10 |
CAPITAL FUND MANAGEMENT S.A. | 3 | 1 | 0.00% | 0.12% | 0.81% | Q2 2013 | Q4 2017 | 10 |
Pictet North America Advisors SA | 10 | 10 | 0.42% | 0.86% | 4.04% | Q4 2015 | Q1 2018 | 10 |
Good Harbor Financial, LLC | 10 | 10 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2015 | 10 |
Azimuth Capital Management LLC | 10 | 10 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q3 2015 | 10 |
CLEAR STREET MARKETS LLC | 5 | 2 | 0.00% | 0.46% | 1.11% | Q4 2014 | Q4 2016 | 10 |
Johanson Financial Advisors, Inc. | 5 | 4 | 0.54% | 0.70% | 0.88% | Q4 2015 | Q1 2018 | 9 |
EXCALIBUR MANAGEMENT CORP | 9 | 9 | 0.22% | 0.26% | 0.31% | Q1 2016 | Q1 2018 | 9 |
RATIONAL ADVISORS LLC | 4 | 1 | 0.04% | 0.29% | 1.30% | Q4 2010 | Q1 2018 | 9 |
Strategic Advisors LLC | 9 | 9 | 0.83% | 1.79% | 2.34% | Q1 2016 | Q1 2018 | 9 |
SevenBridge Financial Group, LLC | 9 | 9 | 0.05% | 0.05% | 0.06% | Q2 2016 | Q2 2018 | 9 |
Allegis Investment Advisors, LLC | 5 | 4 | 0.07% | 2.19% | 8.72% | Q4 2015 | Q1 2018 | 9 |
SHEPHERD KAPLAN KROCHUK, LLC | 4 | 1 | 0.03% | 0.07% | 0.31% | Q3 2013 | Q1 2018 | 9 |
GLG Partners LP | 4 | 2 | 0.35% | 1.78% | 3.39% | Q4 2014 | Q3 2017 | 9 |
Kingfisher Capital LLC | 9 | 9 | 0.38% | 1.02% | 2.90% | Q2 2016 | Q2 2018 | 9 |
Parker Investment Management, LLC | 9 | 9 | 5.27% | 11.22% | 19.13% | Q1 2016 | Q1 2018 | 9 |
Community Bank, N.A. | 7 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 9 |
Cambria Investment Management, L.P. | 6 | 3 | 0.10% | 0.24% | 0.30% | Q4 2014 | Q1 2017 | 9 |
YHB Investment Advisors, Inc. | 9 | 9 | 0.12% | 0.17% | 0.19% | Q2 2013 | Q2 2015 | 9 |
BlackRock Institutional Trust Company, N.A. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 9 |
Sunbelt Securities, Inc. | 9 | 9 | 0.29% | 0.70% | 1.37% | Q1 2016 | Q1 2018 | 9 |
Verity Asset Management, Inc. | 4 | 1 | 0.32% | 1.88% | 4.43% | Q1 2014 | Q2 2018 | 9 |
Graham Capital Management, L.P. | 5 | 3 | 0.37% | 2.86% | 7.27% | Q1 2014 | Q1 2018 | 9 |
Stonehage Fleming Financial Services Holdings Ltd | 9 | 9 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q1 2018 | 9 |
SouthState Corp | 9 | 9 | 0.13% | 0.15% | 0.18% | Q1 2016 | Q1 2018 | 9 |
AVALON CAPITAL MANAGEMENT | 7 | 1 | 0.31% | 1.49% | 5.93% | Q4 2013 | Q1 2018 | 9 |
V Wealth Advisors LLC | 9 | 9 | 0.30% | 1.75% | 3.37% | Q1 2016 | Q1 2018 | 9 |
VECTOR WEALTH MANAGEMENT, LLC | 9 | 9 | 0.37% | 0.57% | 0.68% | Q4 2014 | Q4 2016 | 9 |
Choate Investment Advisors | 9 | 9 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2018 | 9 |
Capstone Financial Advisors, Inc. | 9 | 9 | 0.08% | 0.10% | 0.13% | Q4 2014 | Q4 2016 | 9 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.03% | 0.76% | 4.59% | Q4 2014 | Q1 2018 | 9 |
WELLINGTON MANAGEMENT GROUP LLP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Integrated Wealth Management | 9 | 9 | 0.17% | 0.81% | 1.65% | Q1 2015 | Q1 2017 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.14% | 0.17% | 0.22% | Q4 2014 | Q4 2016 | 9 |
ASSET ADVISORS CORP | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 9 |
Simmons Bank | 9 | 9 | 0.26% | 0.32% | 0.39% | Q1 2016 | Q1 2018 | 9 |
Mandatum Life Insurance Co Ltd | 9 | 9 | 0.08% | 0.10% | 0.12% | Q4 2015 | Q4 2017 | 9 |
Bridgewater Wealth & Financial Management, LLC | 8 | 1 | 0.48% | 0.54% | 0.58% | Q4 2014 | Q2 2017 | 9 |
LGL PARTNERS, LLC | 7 | 2 | 2.30% | 2.51% | 2.68% | Q4 2015 | Q1 2018 | 9 |
Miracle Mile Advisors, LLC | 6 | 3 | 0.60% | 3.38% | 5.48% | Q3 2015 | Q1 2018 | 9 |
WEALTHSOURCE PARTNERS, LLC | 9 | 9 | 0.16% | 0.43% | 0.99% | Q1 2016 | Q1 2018 | 9 |
CIBC WORLD MARKETS CORP | 2 | 1 | 0.01% | 0.43% | 3.17% | Q4 2015 | Q1 2021 | 9 |
Avalon Investment & Advisory | 4 | 2 | 0.01% | 0.04% | 0.10% | Q1 2015 | Q1 2018 | 9 |
Transamerica Financial Advisors, Inc. | 5 | 4 | 0.01% | 0.71% | 3.25% | Q1 2015 | Q1 2018 | 9 |
NBT BANK N A /NY | 9 | 9 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q2 2015 | 9 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 5 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2016 | 9 |
Shamrock Asset Management LLC | 8 | 1 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q1 2018 | 9 |
SANDERS MORRIS HARRIS LLC | 9 | 9 | 0.52% | 3.28% | 9.58% | Q1 2016 | Q1 2018 | 9 |
Buffington Mohr McNeal | 5 | 4 | 0.07% | 0.09% | 0.09% | Q4 2015 | Q1 2018 | 9 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.06% | 2.16% | 10.79% | Q4 2014 | Q1 2018 | 9 |
Pointe Capital Management LLC | 7 | 2 | 0.15% | 0.65% | 4.32% | Q4 2015 | Q1 2018 | 9 |
WMS Partners, LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q1 2016 | Q1 2018 | 9 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 9 | 9 | 3.72% | 7.59% | 9.44% | Q1 2016 | Q1 2018 | 9 |
BALDWIN BROTHERS LLC/MA | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2018 | 9 |
Cypress Wealth Advisors LLC | 9 | 9 | 0.24% | 0.30% | 0.56% | Q2 2015 | Q2 2017 | 9 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 8 | 8 | 0.08% | 1.17% | 4.11% | Q1 2014 | Q4 2015 | 9 |
Braver Wealth Management, LLC | 6 | 1 | 0.04% | 1.63% | 5.09% | Q3 2013 | Q4 2015 | 8 |
Cornerstone Wealth Management, LLC | 7 | 1 | 0.48% | 0.84% | 1.20% | Q1 2016 | Q1 2018 | 8 |
FIRST FINANCIAL CORP /IN/ | 8 | 8 | 0.02% | 0.09% | 0.23% | Q2 2016 | Q1 2018 | 8 |
Krilogy Financial LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 8 |
Ionic Capital Management LLC | 2 | 2 | 0.03% | 0.69% | 2.26% | Q1 2014 | Q4 2016 | 8 |
HMS Capital Management, LLC | 7 | 7 | 0.12% | 0.43% | 0.59% | Q3 2016 | Q1 2018 | 8 |
FIRST HAWAIIAN BANK | 4 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2017 | 8 |
ARS Wealth Advisors, LLC | 8 | 8 | 0.10% | 0.11% | 0.12% | Q2 2016 | Q1 2018 | 8 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2016 | 8 |
Independent Portfolio Consultants, Inc. | 4 | 1 | 0.00% | 0.19% | 0.52% | Q3 2014 | Q2 2017 | 8 |
Clal Insurance Enterprises Holdings Ltd | 8 | 8 | 0.12% | 2.34% | 4.12% | Q4 2014 | Q3 2016 | 8 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 7 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q1 2018 | 8 |
STEELHEAD PARTNERS LLC | 8 | 8 | 0.02% | 0.12% | 0.41% | Q1 2014 | Q4 2015 | 8 |
Wealthcare Advisory Partners LLC | 8 | 8 | 0.00% | 0.05% | 0.14% | Q2 2016 | Q1 2018 | 8 |
Hanson & Doremus Investment Management | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 8 |
FORESTERS ASSET MANAGEMENT INC. | 8 | 8 | 21.99% | 29.78% | 35.56% | Q2 2016 | Q1 2018 | 8 |
BROWN BROTHERS HARRIMAN & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q4 2017 | 8 |
Silicon Valley Capital Partners | 8 | 8 | 4.93% | 8.24% | 15.26% | Q2 2016 | Q1 2018 | 8 |
Parkside Financial Bank & Trust | 8 | 8 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q1 2018 | 8 |
PRUDENTIAL PLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2018 | 8 |
Cribstone Capital Management, LLC | 8 | 8 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q1 2018 | 8 |
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | 8 | 8 | 5.77% | 24.36% | 43.45% | Q1 2014 | Q4 2015 | 8 |
LOOMIS SAYLES & CO L P | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q1 2018 | 8 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 4 | 1 | 0.97% | 5.07% | 8.98% | Q1 2015 | Q1 2018 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q1 2015 | 8 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 8 | 8 | 2.65% | 10.52% | 14.63% | Q2 2013 | Q1 2015 | 8 |
American Investment Services, Inc. | 8 | 8 | 0.74% | 0.88% | 0.95% | Q2 2016 | Q1 2018 | 8 |
Advisor Group, Inc. | 8 | 8 | 0.77% | 1.00% | 1.15% | Q2 2016 | Q1 2018 | 8 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 1 | 0.02% | 2.76% | 13.31% | Q1 2015 | Q1 2018 | 8 |
BRAVE ASSET MANAGEMENT INC | 6 | 1 | 0.08% | 0.08% | 0.09% | Q2 2015 | Q4 2017 | 8 |
SHAPIRO CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 8 |
Verition Fund Management LLC | 3 | 1 | 0.04% | 0.17% | 0.50% | Q1 2014 | Q4 2017 | 8 |
Manchester Capital Management LLC | 7 | 1 | 0.02% | 0.07% | 0.35% | Q2 2013 | Q4 2017 | 8 |
Nicholas Hoffman & Company, LLC. | 8 | 8 | 0.12% | 0.14% | 0.18% | Q2 2016 | Q1 2018 | 8 |
M&R CAPITAL MANAGEMENT INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q1 2018 | 8 |
ArchPoint Investors | 5 | 3 | 0.04% | 0.05% | 0.08% | Q4 2015 | Q1 2018 | 8 |
NOESIS CAPITAL MANGEMENT CORP | 8 | 8 | 0.08% | 0.13% | 0.15% | Q3 2016 | Q2 2018 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 4 | 1 | 0.08% | 1.85% | 4.28% | Q2 2015 | Q1 2018 | 8 |
B. Riley Wealth Management, Inc. | 6 | 2 | 0.01% | 0.13% | 0.39% | Q1 2014 | Q1 2016 | 8 |
CAPTRUST FINANCIAL ADVISORS | 8 | 8 | 0.01% | 0.08% | 0.16% | Q2 2016 | Q1 2018 | 8 |
Cornerstone Financial Partners, LLC | 6 | 2 | 0.10% | 0.35% | 1.41% | Q4 2015 | Q4 2017 | 8 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.07% | 0.09% | Q1 2014 | Q4 2015 | 8 |
WINTRUST INVESTMENTS LLC | 8 | 8 | 0.06% | 0.09% | 0.13% | Q2 2016 | Q1 2018 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.05% | 0.06% | 0.06% | Q1 2016 | Q1 2018 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.07% | 0.09% | 0.10% | Q2 2013 | Q1 2015 | 8 |
Jacobi Capital Management LLC | 8 | 8 | 0.14% | 0.63% | 1.91% | Q2 2016 | Q1 2018 | 8 |
Appaloosa Management | 6 | 1 | 4.20% | 6.59% | 9.59% | Q2 2013 | Q1 2015 | 8 |
LAZARD ASSET MANAGEMENT LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q1 2018 | 8 |
Simplicity Solutions, LLC | 6 | 1 | 0.17% | 1.30% | 7.23% | Q4 2014 | Q1 2018 | 8 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 8 | 8 | 9.98% | 15.68% | 22.96% | Q4 2015 | Q3 2017 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Clearwater Capital Advisors, LLC | 8 | 8 | 0.33% | 0.37% | 0.40% | Q2 2016 | Q1 2018 | 8 |
Snowden Capital Advisors LLC | 8 | 8 | 0.16% | 0.19% | 0.28% | Q1 2016 | Q4 2017 | 8 |
BOYS ARNOLD & CO INC | 8 | 8 | 0.09% | 0.17% | 0.27% | Q2 2016 | Q1 2018 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.75% | 1.10% | 1.36% | Q2 2013 | Q1 2015 | 8 |
WEST CHESTER CAPITAL ADVISORS, INC | 5 | 3 | 0.16% | 0.29% | 0.42% | Q2 2013 | Q2 2015 | 8 |
Luxor Capital Group, LP | 5 | 1 | 2.21% | 8.78% | 25.52% | Q3 2014 | Q1 2018 | 8 |
NINE MASTS CAPITAL Ltd | 4 | 1 | 0.00% | 0.36% | 2.69% | Q4 2014 | Q4 2017 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.61% | 0.78% | 0.89% | Q2 2016 | Q1 2018 | 8 |
Riggs Asset Managment Co. Inc. | 7 | 1 | 0.07% | 0.93% | 6.64% | Q2 2015 | Q2 2018 | 8 |
WEXFORD CAPITAL LP | 6 | 1 | 0.60% | 1.35% | 2.06% | Q4 2014 | Q4 2017 | 8 |
Private Wealth Partners, LLC | 5 | 3 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q1 2018 | 8 |
NewEdge Advisors, LLC | 8 | 8 | 0.08% | 0.17% | 0.28% | Q2 2016 | Q1 2018 | 8 |
Polar Asset Management Partners Inc. | 5 | 1 | 0.20% | 1.19% | 2.36% | Q4 2013 | Q3 2017 | 8 |
FIDUCIARY TRUST INTERNATIONAL LLC | 6 | 2 | 0.07% | 0.08% | 0.10% | Q1 2016 | Q1 2018 | 8 |
Bank OZK | 8 | 8 | 0.21% | 0.28% | 0.39% | Q1 2016 | Q4 2017 | 8 |
CITY NATIONAL BANK | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 8 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 4 | 2 | 0.22% | 0.24% | 0.27% | Q1 2015 | Q1 2018 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 1.12% | 1.35% | 1.60% | Q4 2015 | Q3 2017 | 8 |
Svenska Handelsbanken AB (publ) | 7 | 7 | 0.00% | 19.87% | 97.03% | Q4 2015 | Q2 2017 | 7 |
X-Square Capital, LLC | 7 | 7 | 0.37% | 0.42% | 0.52% | Q4 2017 | Q2 2019 | 7 |
FNY Partners Fund LP | 4 | 1 | 0.00% | 0.10% | 0.63% | Q4 2016 | Q1 2018 | 7 |
Ancora Advisors LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q1 2018 | 7 |
Select Asset Management & Trust | 7 | 7 | 0.91% | 1.85% | 2.98% | Q4 2014 | Q2 2016 | 7 |
United Asset Strategies, Inc. | 5 | 2 | 0.21% | 0.23% | 0.28% | Q2 2016 | Q1 2018 | 7 |
Allston Trading LLC | 2 | 1 | 0.00% | 10.50% | 45.87% | Q2 2013 | Q3 2014 | 7 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 4 | 3 | 0.19% | 1.12% | 2.39% | Q2 2013 | Q3 2016 | 7 |
West Coast Financial LLC | 7 | 7 | 0.30% | 0.44% | 0.52% | Q3 2016 | Q1 2018 | 7 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 4 | 3 | 0.16% | 0.42% | 1.40% | Q4 2017 | Q3 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Connective Capital Management, LLC | 6 | 1 | 0.26% | 7.07% | 18.97% | Q2 2014 | Q2 2016 | 7 |
Franklin, Parlapiano, Turner & Welch, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q1 2017 | 7 |
Aris Wealth Services, Inc. | 7 | 7 | 0.13% | 0.23% | 0.34% | Q1 2014 | Q3 2015 | 7 |
RMB Capital Management, LLC | 5 | 1 | 0.01% | 0.06% | 0.13% | Q4 2015 | Q1 2018 | 7 |
TD Ameritrade Trust Co | 6 | 1 | 2.68% | 3.13% | 3.55% | Q4 2014 | Q2 2017 | 7 |
MARINER INVESTMENT GROUP LLC | 6 | 6 | 0.02% | 0.63% | 2.97% | Q3 2013 | Q4 2014 | 7 |
Mechanics Bank Trust Department | 7 | 7 | 0.50% | 0.55% | 0.59% | Q3 2016 | Q1 2018 | 7 |
CapWealth Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 7 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.00% | 0.18% | 0.40% | Q4 2013 | Q1 2017 | 7 |
LGT CAPITAL PARTNERS LTD. | 5 | 2 | 0.03% | 0.05% | 0.06% | Q4 2014 | Q4 2016 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 5.33% | 6.22% | 6.99% | Q1 2013 | Q3 2014 | 7 |
WESPAC Advisors, LLC | 5 | 2 | 0.23% | 1.95% | 2.95% | Q2 2016 | Q1 2018 | 7 |
SpiderRock Advisors, LLC | 3 | 3 | 0.01% | 1.76% | 5.44% | Q1 2017 | Q3 2017 | 7 |
MASTERS CAPITAL MANAGEMENT LLC | 5 | 1 | 2.60% | 6.04% | 9.82% | Q1 2015 | Q4 2017 | 7 |
Perigon Wealth Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.09% | Q3 2016 | Q1 2018 | 7 |
Pinnacle Advisory Group, Inc. | 7 | 7 | 0.02% | 0.04% | 0.04% | Q3 2016 | Q1 2018 | 7 |
Belvedere Trading LLC | 2 | 1 | 0.06% | 8.51% | 40.70% | Q4 2014 | Q1 2017 | 7 |
Advocacy Wealth Management Services, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2018 | 7 |
TD ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2018 | 7 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 3 | 0.01% | 0.03% | 0.03% | Q3 2013 | Q1 2018 | 7 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 7 | 7 | 7.80% | 11.43% | 14.59% | Q3 2014 | Q1 2016 | 7 |
Princeton Portfolio Strategies Group LLC | 6 | 6 | 0.12% | 0.32% | 0.93% | Q1 2017 | Q2 2018 | 7 |
CASTLEARK MANAGEMENT LLC | 6 | 1 | 0.23% | 0.42% | 0.72% | Q1 2016 | Q4 2017 | 7 |
Parasol Investment Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2015 | 7 |
Guidant Wealth Advisors | 7 | 7 | 0.01% | 0.07% | 0.15% | Q3 2016 | Q1 2018 | 7 |
Stockman Wealth Management, Inc. | 7 | 7 | 0.13% | 0.31% | 0.42% | Q3 2016 | Q1 2018 | 7 |
BOK Financial Private Wealth, Inc. | 7 | 7 | 0.05% | 0.07% | 0.12% | Q3 2016 | Q1 2018 | 7 |
Holloway Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2018 | 7 |
Soros Fund Management | 1 | 1 | 0.23% | 3.31% | 17.92% | Q2 2013 | Q1 2018 | 7 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.47% | 1.08% | Q1 2015 | Q4 2017 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.24% | 0.41% | 0.88% | Q2 2013 | Q4 2014 | 7 |
Passport Capital, LLC | 6 | 1 | 0.18% | 10.55% | 18.70% | Q3 2015 | Q2 2017 | 7 |
Liberty Capital Management, Inc. | 7 | 7 | 0.10% | 0.10% | 0.12% | Q3 2016 | Q1 2018 | 7 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.64% | 2.10% | Q4 2013 | Q1 2018 | 7 |
Corient Capital Partners, LLC | 7 | 7 | 0.30% | 0.56% | 0.76% | Q3 2016 | Q1 2018 | 7 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 3 | 1 | 0.15% | 0.44% | 0.56% | Q3 2014 | Q3 2018 | 7 |
NATIXIS ADVISORS, L.P. | 3 | 1 | 0.03% | 0.07% | 0.17% | Q3 2014 | Q1 2018 | 7 |
Cottage Street Advisors LLC | 7 | 7 | 0.23% | 0.37% | 0.60% | Q3 2016 | Q1 2018 | 7 |
Rotella Capital Management, Inc. | 7 | 7 | 0.79% | 3.75% | 10.33% | Q2 2013 | Q4 2014 | 7 |
Clarius Group, LLC | 7 | 7 | 0.10% | 0.16% | 0.25% | Q3 2016 | Q1 2018 | 7 |
Balentine LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2017 | 7 |
SPROTT INC. | 3 | 1 | 0.01% | 0.03% | 0.10% | Q2 2014 | Q3 2016 | 7 |
Day & Ennis, LLC | 7 | 7 | 0.21% | 0.26% | 0.31% | Q3 2016 | Q1 2018 | 7 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q3 2016 | 7 |
Confluence Wealth Management LLC | 4 | 3 | 0.27% | 0.33% | 0.40% | Q1 2014 | Q1 2016 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 3.83% | 5.61% | 6.82% | Q4 2016 | Q2 2018 | 7 |
Intersect Capital LLC | 7 | 7 | 0.12% | 0.29% | 0.40% | Q3 2016 | Q1 2018 | 7 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 4 | 1 | 0.56% | 3.99% | 11.46% | Q3 2014 | Q1 2018 | 7 |
VIRIDIAN RIA, LLC | 6 | 6 | 6.41% | 8.73% | 11.77% | Q1 2018 | Q2 2019 | 6 |
Personal Capital Advisors Corp | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 6 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2019 | 6 |
Leisure Capital Management | 6 | 6 | 0.20% | 0.22% | 0.24% | Q4 2016 | Q1 2018 | 6 |
Sharkey, Howes & Javer | 5 | 1 | 0.07% | 0.13% | 0.16% | Q1 2015 | Q2 2019 | 6 |
KEELEY ASSET MANAGEMENT CORP | 4 | 2 | 0.01% | 0.06% | 0.15% | Q2 2013 | Q4 2016 | 6 |
Vantage Financial Partners Ltd., Inc. | 6 | 6 | 11.86% | 13.51% | 16.86% | Q4 2016 | Q1 2018 | 6 |
ZACKS INVESTMENT MANAGEMENT | 6 | 6 | 0.07% | 0.08% | 0.12% | Q4 2016 | Q1 2018 | 6 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6 | 6 | 0.09% | 0.13% | 0.19% | Q2 2013 | Q3 2014 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.22% | 0.60% | 1.01% | Q4 2014 | Q1 2016 | 6 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.01% | 0.16% | 0.56% | Q3 2015 | Q4 2016 | 6 |
MOODY LYNN & LIEBERSON, LLC | 3 | 1 | 0.03% | 0.27% | 0.89% | Q4 2013 | Q3 2016 | 6 |
Slate Path Capital LP | 1 | 1 | 0.61% | 11.44% | 25.80% | Q4 2013 | Q1 2018 | 6 |
BRADLEY FOSTER & SARGENT INC/CT | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2018 | 6 |
Horan Securities, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2018 | 6 |
SUMMIT CAPITAL MANAGEMENT LLC | 6 | 6 | 3.25% | 4.57% | 6.08% | Q4 2014 | Q1 2016 | 6 |
Baystate Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q1 2018 | 6 |
FIRST NATIONAL TRUST CO | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q1 2018 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.58% | 0.83% | 1.03% | Q4 2016 | Q1 2018 | 6 |
Graticule Asia Macro Advisors LLC | 2 | 1 | 1.08% | 5.63% | 8.53% | Q3 2015 | Q1 2018 | 6 |
Portfolio Strategies Inc | 2 | 2 | 1.75% | 4.99% | 17.76% | Q4 2013 | Q4 2017 | 6 |
IHT Wealth Management, LLC | 6 | 6 | 0.15% | 0.74% | 1.00% | Q4 2016 | Q1 2018 | 6 |
Main Street Research LLC | 5 | 1 | 0.04% | 0.05% | 0.09% | Q2 2013 | Q1 2018 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.44% | 0.67% | 1.29% | Q4 2016 | Q1 2018 | 6 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 6 | 6 | 0.51% | 0.70% | 0.81% | Q4 2016 | Q1 2018 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 2 | 1 | 1.93% | 5.43% | 11.64% | Q4 2013 | Q2 2017 | 6 |
Abbrea Capital, LLC | 6 | 6 | 0.64% | 0.66% | 0.67% | Q4 2016 | Q1 2018 | 6 |
Blackhawk Capital Partners LLC. | 6 | 6 | 0.23% | 0.31% | 0.44% | Q4 2017 | Q1 2019 | 6 |
LEVEL FOUR ADVISORY SERVICES, LLC | 6 | 6 | 2.12% | 2.42% | 3.27% | Q4 2016 | Q1 2018 | 6 |
Pine River Capital Management L.P. | 1 | 1 | 0.04% | 0.58% | 1.88% | Q4 2013 | Q3 2016 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2018 | 6 |
Paragon Wealth Strategies, LLC | 6 | 6 | 8.97% | 9.91% | 10.55% | Q4 2016 | Q1 2018 | 6 |
MARCUARD FAMILY OFFICE LTD | 6 | 6 | 1.48% | 2.43% | 3.06% | Q2 2013 | Q3 2014 | 6 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.35% | 1.52% | Q3 2014 | Q1 2017 | 6 |
BAINCO INTERNATIONAL INVESTORS | 4 | 2 | 0.10% | 0.36% | 0.91% | Q1 2013 | Q1 2018 | 6 |
Pinnacle Family Advisors, LLC | 6 | 6 | 0.33% | 4.32% | 8.18% | Q4 2016 | Q1 2018 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.64% | 3.48% | 6.39% | Q2 2015 | Q3 2016 | 6 |
Accuvest Global Advisors | 3 | 1 | 0.18% | 2.15% | 3.58% | Q4 2013 | Q1 2016 | 6 |
Legacy Advisors, LLC | 6 | 6 | 0.53% | 0.73% | 1.47% | Q4 2016 | Q1 2018 | 6 |
First Capital Advisors Group, LLC. | 6 | 6 | 2.56% | 4.89% | 6.81% | Q4 2016 | Q1 2018 | 6 |
Tahithromos, L.L.C. | 2 | 1 | 0.02% | 0.79% | 3.09% | Q2 2014 | Q2 2016 | 6 |
Westside Investment Management, Inc. | 6 | 6 | 1.39% | 1.72% | 1.88% | Q4 2016 | Q1 2018 | 6 |
CAPITAL GUARDIAN TRUST CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2017 | 6 |
Pacific Center for Financial Services | 6 | 6 | 11.48% | 11.85% | 12.32% | Q4 2016 | Q1 2018 | 6 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.00% | 3.72% | 10.58% | Q2 2017 | Q1 2018 | 6 |
Brightworth | 6 | 6 | 0.12% | 0.17% | 0.23% | Q4 2016 | Q1 2018 | 6 |
Rikoon Group, LLC | 6 | 6 | 0.40% | 0.50% | 0.54% | Q3 2016 | Q4 2017 | 6 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.07% | 0.54% | 1.17% | Q4 2014 | Q1 2018 | 6 |
Bain Capital Public Equity Management, LLC | 3 | 3 | 0.09% | 0.28% | 0.69% | Q2 2017 | Q4 2018 | 6 |
Steward Partners Investment Advisory, LLC | 6 | 6 | 0.10% | 0.28% | 0.61% | Q4 2016 | Q1 2018 | 6 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2016 | Q1 2018 | 6 |
Aveo Capital Partners, LLC | 6 | 6 | 0.41% | 0.94% | 2.62% | Q4 2016 | Q1 2018 | 6 |
Pacific Wealth Strategies Group, Inc. | 6 | 6 | 0.90% | 1.40% | 1.67% | Q4 2016 | Q1 2018 | 6 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.01% | 0.52% | 1.54% | Q1 2016 | Q1 2018 | 6 |
ClearBridge Investments | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
TOTAL INVESTMENT MANAGEMENT INC | 6 | 6 | 10.70% | 12.03% | 13.10% | Q4 2016 | Q1 2018 | 6 |
Global Retirement Partners, LLC | 6 | 6 | 0.84% | 1.16% | 1.51% | Q4 2016 | Q1 2018 | 6 |
FORVIS Wealth Advisors, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q1 2018 | 6 |
Norway Savings Bank | 6 | 6 | 0.09% | 0.11% | 0.11% | Q4 2016 | Q1 2018 | 6 |
City Financial Investment Co Ltd | 3 | 1 | 1.53% | 10.47% | 23.37% | Q1 2017 | Q1 2018 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
HCR Wealth Advisors | 6 | 6 | 0.86% | 0.97% | 1.06% | Q4 2016 | Q1 2018 | 6 |
BlackRock Group LTD | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 6 |
GenTrust, LLC | 6 | 6 | 0.04% | 0.07% | 0.09% | Q4 2016 | Q1 2018 | 6 |
Zenit Asset Management AB | 3 | 1 | 1.81% | 7.28% | 11.76% | Q4 2013 | Q3 2015 | 6 |
PointState Capital LP | 5 | 5 | 0.19% | 1.53% | 4.17% | Q1 2017 | Q1 2018 | 6 |
ProVise Management Group, LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q2 2017 | 6 |
Foothills Asset Management, Ltd. | 6 | 6 | 1.27% | 1.47% | 1.73% | Q4 2014 | Q1 2016 | 6 |
RWA WEALTH PARTNERS, LLC | 6 | 6 | 0.06% | 0.13% | 0.26% | Q4 2016 | Q1 2018 | 6 |
Lee Financial Co | 6 | 6 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q1 2018 | 6 |
Private Advisory Group LLC | 6 | 6 | 0.21% | 1.01% | 1.43% | Q4 2016 | Q1 2018 | 6 |
Nan Shan Life Insurance Co., Ltd. | 3 | 1 | 0.03% | 2.32% | 7.85% | Q3 2014 | Q1 2018 | 6 |
Ahrens Investment Partners LLC | 6 | 6 | 0.21% | 0.28% | 0.41% | Q4 2016 | Q1 2018 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.88% | 0.92% | 1.00% | Q4 2016 | Q1 2018 | 6 |
HANCOCK WHITNEY CORP | 4 | 2 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q1 2018 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.69% | 4.58% | 5.80% | Q4 2016 | Q1 2018 | 6 |
Highland Private Wealth Management | 4 | 2 | 0.11% | 0.38% | 1.43% | Q3 2016 | Q1 2018 | 6 |
Magnetar Financial LLC | 3 | 1 | 0.66% | 1.07% | 2.37% | Q1 2014 | Q2 2017 | 6 |
FRG Family Wealth Advisors LLC | 4 | 2 | 0.08% | 0.10% | 0.14% | Q3 2016 | Q1 2018 | 6 |
Crestwood Advisors Group, LLC | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2018 | 6 |
Bell Bank | 5 | 1 | 0.28% | 7.51% | 9.65% | Q4 2015 | Q1 2018 | 6 |
Empirical Finance, LLC | 6 | 6 | 0.34% | 0.60% | 0.92% | Q4 2016 | Q1 2018 | 6 |
FULTON BANK, N.A. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Orbitronix, LP | 3 | 2 | 0.47% | 1.38% | 2.31% | Q1 2014 | Q4 2016 | 6 |
AJ WEALTH STRATEGIES, LLC | 6 | 6 | 9.40% | 10.09% | 10.68% | Q4 2016 | Q1 2018 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.60% | 0.83% | 1.05% | Q4 2016 | Q1 2018 | 6 |
PagnatoKarp Partners LLC | 6 | 6 | 0.23% | 0.29% | 0.45% | Q4 2016 | Q1 2018 | 6 |
Banco Santander, S.A. | 6 | 6 | 0.05% | 0.45% | 1.34% | Q4 2016 | Q1 2018 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.30% | 0.55% | 0.98% | Q2 2013 | Q3 2014 | 6 |
Bellwether Investment Group, LLC | 5 | 1 | 0.25% | 0.84% | 1.35% | Q2 2016 | Q4 2017 | 6 |
INTRUST BANK NA | 5 | 1 | 0.07% | 0.08% | 0.10% | Q2 2015 | Q1 2018 | 6 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.10% | 0.13% | 0.17% | Q2 2015 | Q1 2018 | 6 |
Fusion Family Wealth LLC | 6 | 6 | 5.07% | 6.65% | 9.16% | Q4 2016 | Q1 2018 | 6 |
Bell Rock Capital LLC | 6 | 6 | 0.10% | 0.11% | 0.12% | Q4 2016 | Q1 2018 | 6 |
Clearstead Advisors, LLC | 6 | 6 | 0.41% | 0.76% | 1.79% | Q4 2016 | Q1 2018 | 6 |
Avantax Planning Partners, Inc. | 6 | 6 | 0.06% | 0.10% | 0.14% | Q4 2016 | Q1 2018 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.67% | 1.31% | 2.22% | Q4 2016 | Q1 2018 | 6 |
First Command Bank | 6 | 6 | 0.13% | 0.15% | 0.16% | Q4 2016 | Q1 2018 | 6 |
YorkBridge Wealth Partners, LLC | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q1 2018 | 6 |
LATHROP INVESTMENT MANAGEMENT CORP | 6 | 6 | 0.07% | 0.13% | 0.17% | Q2 2015 | Q3 2016 | 6 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q2 2015 | 6 |
Good Life Advisors, LLC | 6 | 6 | 0.45% | 0.49% | 0.57% | Q4 2016 | Q1 2018 | 6 |
Institute for Wealth Management, LLC. | 4 | 4 | 0.00% | 0.55% | 0.96% | Q2 2017 | Q1 2018 | 6 |
First Command Financial Services, Inc. | 6 | 6 | 0.01% | 0.12% | 0.16% | Q4 2016 | Q1 2018 | 6 |
Patriot Financial Group Insurance Agency, LLC | 6 | 6 | 0.29% | 0.34% | 0.38% | Q4 2016 | Q1 2018 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.32% | 0.85% | 1.55% | Q2 2015 | Q3 2016 | 6 |
Rothschild Capital Partners, LLC | 5 | 1 | 0.49% | 8.31% | 16.71% | Q1 2016 | Q1 2018 | 6 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 6 | 0.11% | 0.12% | 0.14% | Q4 2016 | Q1 2018 | 6 |
MANAGED ACCOUNT SERVICES INC | 6 | 6 | 0.33% | 0.36% | 0.38% | Q4 2016 | Q1 2018 | 6 |
Geller Advisors LLC | 6 | 6 | 0.12% | 0.13% | 0.14% | Q4 2016 | Q1 2018 | 6 |
ING GROEP NV | 5 | 1 | 0.02% | 0.54% | 1.52% | Q1 2013 | Q1 2018 | 6 |
BROADMARK ASSET MANAGEMENT LLC | 2 | 1 | 12.86% | 20.99% | 41.65% | Q3 2014 | Q4 2017 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Artemis Wealth Advisors, LLC | 6 | 6 | 65.46% | 74.68% | 80.33% | Q4 2016 | Q1 2018 | 6 |
Aureus Asset Management, LLC | 6 | 6 | 0.09% | 0.12% | 0.15% | Q3 2014 | Q4 2015 | 6 |
Covenant Asset Management, LLC | 6 | 6 | 0.13% | 0.15% | 0.18% | Q4 2016 | Q1 2018 | 6 |
Parallel Advisors, LLC | 6 | 6 | 0.43% | 0.59% | 0.72% | Q4 2016 | Q1 2018 | 6 |
Shepherd Financial Partners LLC | 6 | 6 | 1.78% | 1.98% | 2.22% | Q4 2016 | Q1 2018 | 6 |
Moloney Securities Asset Management, LLC | 6 | 6 | 0.53% | 0.77% | 0.99% | Q4 2016 | Q1 2018 | 6 |
Thomasville National Bank | 4 | 1 | 0.04% | 0.08% | 0.10% | Q1 2015 | Q1 2018 | 5 |
NORTHSTAR WEALTH PARTNERS LLC | 5 | 5 | 0.55% | 1.27% | 1.62% | Q1 2017 | Q1 2018 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.60% | 2.98% | 6.95% | Q1 2017 | Q1 2018 | 5 |
Welch Group, LLC | 3 | 1 | 0.35% | 0.43% | 0.46% | Q2 2014 | Q1 2016 | 5 |
RPg Family Wealth Advisory, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q1 2018 | 5 |
FIELDPOINT PRIVATE ADVISORS, INC | 3 | 2 | 0.13% | 0.86% | 1.41% | Q3 2014 | Q1 2016 | 5 |
NuWave Investment Management, LLC | 2 | 1 | 0.01% | 0.21% | 0.73% | Q2 2013 | Q4 2017 | 5 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 1 | 0.00% | 0.12% | 0.57% | Q1 2013 | Q4 2014 | 5 |
Capital Asset Advisory Services LLC | 5 | 5 | 0.26% | 0.29% | 0.32% | Q4 2016 | Q4 2017 | 5 |
AGRAN LIBBIE | 3 | 1 | 0.55% | 0.66% | 0.73% | Q2 2013 | Q1 2015 | 5 |
TEXAS PERMANENT SCHOOL FUND CORP | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2013 | Q1 2014 | 5 |
ARVEST TRUST CO N A | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Asset Planning Services, Ltd. | 5 | 5 | 0.01% | 0.03% | 0.09% | Q1 2017 | Q1 2018 | 5 |
FCG ADVISORS, LLC | 5 | 5 | 0.13% | 0.23% | 0.36% | Q1 2017 | Q1 2018 | 5 |
Almanack Investment Partners, LLC. | 5 | 5 | 0.09% | 0.12% | 0.16% | Q1 2017 | Q1 2018 | 5 |
Capula Management Ltd | 2 | 2 | 0.00% | 9.07% | 23.55% | Q3 2016 | Q4 2016 | 5 |
MV CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
COMPTON CAPITAL MANAGEMENT INC /RI | 5 | 5 | 0.15% | 0.42% | 0.51% | Q1 2017 | Q1 2018 | 5 |
Kovitz Investment Group Partners, LLC | 5 | 5 | 0.01% | 0.04% | 0.12% | Q1 2017 | Q1 2018 | 5 |
Hayek Kallen Investment Management | 4 | 1 | 0.08% | 0.14% | 0.17% | Q2 2017 | Q3 2018 | 5 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.28% | 0.34% | 0.38% | Q1 2017 | Q1 2018 | 5 |
Bridgeworth, LLC | 4 | 1 | 0.28% | 1.09% | 1.48% | Q4 2016 | Q1 2018 | 5 |
COMMUNITY BANK SYSTEM, INC. | 5 | 5 | 0.00% | 0.86% | 1.28% | Q2 2013 | Q2 2014 | 5 |
SG3 Management, LLC | 3 | 3 | 0.52% | 1.79% | 3.34% | Q2 2017 | Q4 2017 | 5 |
FIRST MIDWEST BANK TRUST DIVISION | 2 | 1 | 0.02% | 0.09% | 0.33% | Q3 2014 | Q1 2018 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 2 | 0.11% | 0.16% | 0.31% | Q4 2016 | Q1 2018 | 5 |
WIMMER ASSOCIATES 1, LLC | 5 | 5 | 0.34% | 0.40% | 0.45% | Q1 2016 | Q1 2017 | 5 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.02% | 0.10% | 0.22% | Q2 2013 | Q4 2015 | 5 |
RONALD BLUE & CO LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q1 2017 | 5 |
DRW Securities, LLC | 2 | 1 | 0.07% | 1.20% | 3.30% | Q4 2013 | Q3 2017 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q2 2014 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.07% | 0.57% | 1.54% | Q2 2015 | Q1 2018 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.07% | 0.15% | 0.23% | Q1 2015 | Q1 2016 | 5 |
Forty4 Asset Management LLC | 2 | 2 | 0.00% | 0.87% | 4.22% | Q2 2013 | Q3 2013 | 5 |
Watermark Asset Management, Inc. | 5 | 5 | 0.32% | 0.32% | 0.33% | Q1 2017 | Q1 2018 | 5 |
HOLDERNESS INVESTMENTS CO | 5 | 5 | 2.02% | 2.36% | 2.67% | Q1 2017 | Q1 2018 | 5 |
Opera Trading Capital | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q4 2017 | 5 |
LBA Wealth Management, LLC | 3 | 2 | 0.01% | 0.07% | 0.23% | Q1 2015 | Q3 2016 | 5 |
CMT TRADING LLC | 3 | 1 | 2.70% | 9.57% | 27.43% | Q3 2014 | Q4 2016 | 5 |
JAMES INVESTMENT RESEARCH INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 5 |
TIAA CREF TRUST CO FSB/MO | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2017 | 5 |
Simply Money Advisors | 5 | 5 | 3.03% | 3.12% | 3.18% | Q3 2014 | Q3 2015 | 5 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.37% | 0.56% | Q1 2014 | Q1 2016 | 5 |
Cerity Partners LLC | 5 | 5 | 0.65% | 0.69% | 0.78% | Q1 2017 | Q1 2018 | 5 |
Main Management LLC | 3 | 1 | 0.03% | 0.29% | 1.32% | Q2 2013 | Q2 2018 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 4 | 1 | 7.80% | 8.75% | 9.56% | Q4 2016 | Q1 2018 | 5 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 1.44% | 3.01% | 4.74% | Q4 2014 | Q4 2017 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.09% | 0.11% | 0.13% | Q1 2017 | Q1 2018 | 5 |
Florence Capital Advisors, LLC | 5 | 5 | 0.01% | 0.04% | 0.09% | Q4 2016 | Q4 2017 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Gramercy Funds Management LLC | 4 | 1 | 0.01% | 5.99% | 12.70% | Q4 2014 | Q3 2016 | 5 |
FIRST FOUNDATION ADVISORS | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q4 2017 | 5 |
Capital Investment Advisory Services, LLC | 5 | 5 | 0.22% | 0.27% | 0.37% | Q4 2016 | Q4 2017 | 5 |
Keeley-Teton Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q1 2018 | 5 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 5 | 5 | 0.27% | 0.39% | 0.52% | Q1 2017 | Q1 2018 | 5 |
APPLETON PARTNERS INC/MA | 5 | 5 | 0.04% | 0.05% | 0.07% | Q1 2017 | Q1 2018 | 5 |
Quantitative Investment Management, LLC | 3 | 2 | 0.31% | 1.42% | 2.36% | Q3 2015 | Q1 2017 | 5 |
INVESTMENT PARTNERS, LTD. | 4 | 1 | 0.20% | 0.29% | 0.43% | Q1 2016 | Q2 2017 | 5 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.09% | 1.69% | 4.20% | Q4 2013 | Q3 2016 | 5 |
Maple Capital Management, Inc. | 5 | 5 | 0.09% | 0.10% | 0.12% | Q1 2017 | Q1 2018 | 5 |
Lombard Odier Transatlantic Ltd | 5 | 5 | 0.07% | 0.45% | 1.03% | Q4 2014 | Q4 2015 | 5 |
Perennial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
Gruss Capital Management LP | 4 | 1 | 3.29% | 7.13% | 10.38% | Q3 2016 | Q1 2018 | 5 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2018 | 5 |
Espalier Global Management LLC | 2 | 1 | 2.45% | 5.34% | 8.21% | Q2 2013 | Q3 2015 | 5 |
Spectrum Management Group, LLC | 3 | 2 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q1 2018 | 5 |
HARVARD MANAGEMENT CO INC | 5 | 5 | 0.26% | 1.38% | 4.91% | Q1 2017 | Q1 2018 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2014 | 5 |
Founders Capital Management | 5 | 5 | 1.85% | 2.18% | 2.50% | Q1 2017 | Q1 2018 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.89% | 1.25% | 1.59% | Q1 2017 | Q1 2018 | 5 |
VESTOR CAPITAL, LLC | 5 | 5 | 2.30% | 2.66% | 2.80% | Q1 2017 | Q1 2018 | 5 |
HWG Holdings LP | 5 | 5 | 0.03% | 1.16% | 2.44% | Q1 2017 | Q1 2018 | 5 |
Financial Sense Advisors, Inc. | 2 | 1 | 0.14% | 0.29% | 0.49% | Q4 2014 | Q1 2017 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.21% | 0.23% | 0.25% | Q4 2016 | Q4 2017 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.02% | 0.04% | 0.12% | Q1 2017 | Q1 2018 | 5 |
Kalos Management, Inc. | 2 | 1 | 0.13% | 1.12% | 1.90% | Q4 2015 | Q4 2017 | 5 |
Appaloosa LP | 4 | 1 | 1.27% | 3.65% | 8.42% | Q1 2016 | Q1 2018 | 5 |
Doyle Wealth Management | 5 | 5 | 0.10% | 0.11% | 0.11% | Q1 2017 | Q1 2018 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.01% | 0.14% | 0.56% | Q4 2013 | Q1 2018 | 5 |
Lombard Odier & Cie (Canada), Limited Partnership | 4 | 1 | 0.05% | 0.26% | 1.09% | Q4 2013 | Q3 2015 | 5 |
Darwin Wealth Management, LLC | 5 | 5 | 0.21% | 0.34% | 0.55% | Q1 2017 | Q1 2018 | 5 |
First City Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2015 | 5 |
Visium Asset Management, LP | 3 | 1 | 0.04% | 0.12% | 0.30% | Q3 2014 | Q2 2016 | 4 |
Jafra Capital Management LP | 2 | 2 | 6.11% | 10.29% | 13.86% | Q1 2017 | Q1 2018 | 4 |
MYDA Advisors LLC | 3 | 3 | 0.45% | 4.44% | 11.40% | Q4 2017 | Q2 2018 | 4 |
WS MANAGEMENT LLLP | 3 | 3 | 2.36% | 4.05% | 7.70% | Q3 2017 | Q1 2018 | 4 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.03% | 0.04% | 0.07% | Q1 2017 | Q1 2018 | 4 |
Narus Financial Partners, LLC | 4 | 4 | 0.62% | 0.68% | 0.70% | Q4 2016 | Q3 2017 | 4 |
Cable Hill Partners, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q1 2018 | 4 |
DEARBORN PARTNERS LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q1 2015 | 4 |
Kissinger Financial Services LLC | 4 | 4 | 0.85% | 0.90% | 0.95% | Q3 2016 | Q2 2017 | 4 |
BRIGADE CAPITAL MANAGEMENT, LP | 2 | 1 | 1.71% | 8.00% | 15.82% | Q4 2013 | Q1 2018 | 4 |
Jetstream Capital LLC | 4 | 4 | 10.21% | 17.97% | 25.66% | Q1 2014 | Q4 2014 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2015 | 4 |
Field & Main Bank | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Fullerton Fund Management Co Ltd. | 3 | 1 | 1.36% | 1.58% | 1.83% | Q4 2015 | Q1 2018 | 4 |
JANUS HENDERSON INVESTORS US LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q1 2017 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.04% | 0.07% | 0.14% | Q2 2017 | Q1 2018 | 4 |
DONALDSON CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q4 2015 | 4 |
New Harbor Financial Group, LLC | 4 | 4 | 13.07% | 18.44% | 22.97% | Q2 2013 | Q1 2014 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.73% | 0.87% | 1.00% | Q4 2014 | Q3 2015 | 4 |
Sandell Asset Management Corp. | 4 | 4 | 1.32% | 1.47% | 1.64% | Q2 2017 | Q1 2018 | 4 |
JANUS HENDERSON GROUP PLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Crescent Grove Advisors, LLC | 4 | 4 | 1.03% | 1.09% | 1.21% | Q2 2017 | Q1 2018 | 4 |
Firefly Value Partners, LP | 4 | 4 | 3.80% | 10.90% | 20.15% | Q2 2017 | Q1 2018 | 4 |
FUKOKU MUTUAL LIFE INSURANCE Co | 4 | 4 | 0.36% | 1.17% | 2.14% | Q2 2014 | Q1 2015 | 4 |
GenWealth Group, Inc. | 4 | 4 | 0.26% | 5.77% | 8.26% | Q2 2017 | Q1 2018 | 4 |
Atika Capital Management LLC | 2 | 1 | 0.95% | 8.44% | 16.71% | Q4 2013 | Q3 2017 | 4 |
Family Legacy, Inc. | 2 | 2 | 2.12% | 2.15% | 2.20% | Q1 2017 | Q1 2018 | 4 |
Cordasco Financial Network | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q3 2014 | 4 |
COURAGE CAPITAL MANAGEMENT LLC | 4 | 4 | 5.06% | 9.19% | 11.67% | Q1 2015 | Q4 2015 | 4 |
SMITH, MOORE & CO. | 4 | 4 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q1 2018 | 4 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q4 2017 | 4 |
Beaton Management Co. Inc. | 4 | 4 | 0.74% | 0.78% | 0.85% | Q2 2017 | Q1 2018 | 4 |
PERRITT CAPITAL MANAGEMENT INC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q1 2015 | Q4 2015 | 4 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 4 | 4 | 0.17% | 0.28% | 0.57% | Q2 2017 | Q1 2018 | 4 |
LOWE BROCKENBROUGH & CO INC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q1 2018 | 4 |
FORT PITT CAPITAL GROUP, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q1 2018 | 4 |
Quad Capital Management Advisors LLC | 3 | 3 | 0.00% | 1.54% | 3.78% | Q3 2017 | Q1 2018 | 4 |
Valiant Capital Management, L.P. | 2 | 2 | 7.23% | 15.28% | 22.41% | Q1 2017 | Q1 2018 | 4 |
SAC Capital Advisors LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2014 | 4 |
MOTCO | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2018 | 4 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 4 | 4 | 0.30% | 0.45% | 0.54% | Q2 2017 | Q1 2018 | 4 |
SIMMONS FIRST TRUST CO NA | 4 | 4 | 0.12% | 0.17% | 0.29% | Q1 2015 | Q4 2015 | 4 |
Algebris (UK) Ltd | 4 | 4 | 5.95% | 7.86% | 9.56% | Q2 2017 | Q1 2018 | 4 |
Pachira Investments Inc. | 4 | 4 | 0.18% | 0.21% | 0.25% | Q4 2017 | Q3 2018 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Chevy Chase Trust Holdings, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
CIBC BANK USA | 3 | 1 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q2 2016 | 4 |
Horan Capital Advisors, LLC. | 3 | 1 | 0.06% | 0.19% | 0.24% | Q4 2014 | Q3 2017 | 4 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 4 | 4 | 0.10% | 0.11% | 0.11% | Q2 2017 | Q1 2018 | 4 |
3EDGE Asset Management, LP | 2 | 1 | 3.06% | 6.77% | 10.40% | Q4 2016 | Q1 2018 | 4 |
Venturi Wealth Management, LLC | 4 | 4 | 0.78% | 1.65% | 2.55% | Q2 2017 | Q1 2018 | 4 |
MPS Loria Financial Planners, LLC | 4 | 4 | 0.32% | 0.35% | 0.37% | Q2 2017 | Q1 2018 | 4 |
Archon Capital Management LLC | 4 | 4 | 9.34% | 17.00% | 35.50% | Q2 2017 | Q1 2018 | 4 |
HOWARD HUGHES MEDICAL INSTITUTE | 3 | 1 | 0.01% | 0.07% | 0.12% | Q3 2013 | Q4 2014 | 4 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.21% | 0.24% | 0.26% | Q4 2013 | Q2 2015 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.13% | 0.18% | 0.23% | Q2 2017 | Q1 2018 | 4 |
Alphadyne Asset Management LP | 4 | 4 | 1.66% | 3.54% | 4.71% | Q2 2017 | Q1 2018 | 4 |
AFFINITY WEALTH MANAGEMENT LLC | 4 | 4 | 8.44% | 14.44% | 21.46% | Q4 2016 | Q3 2017 | 4 |
Fore Research & Management, LP | 3 | 1 | 0.09% | 3.06% | 9.90% | Q1 2015 | Q2 2017 | 4 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 13.20% | 27.89% | 38.58% | Q3 2014 | Q3 2017 | 4 |
Clearstead Trust, LLC | 4 | 4 | 0.06% | 0.15% | 0.32% | Q2 2017 | Q1 2018 | 4 |
Dalton Investments LLC | 4 | 4 | 0.11% | 5.09% | 11.88% | Q2 2013 | Q1 2014 | 4 |
Carmichael Hill & Associates, Inc. | 4 | 4 | 0.52% | 0.57% | 0.61% | Q4 2017 | Q3 2018 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.56% | 0.58% | 0.60% | Q2 2016 | Q1 2017 | 4 |
Front Street Capital Management, Inc. | 4 | 4 | 0.13% | 0.13% | 0.14% | Q2 2016 | Q1 2017 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.40% | 0.51% | 0.55% | Q2 2017 | Q1 2018 | 4 |
J.Safra Asset Management Corp | 4 | 4 | 7.83% | 10.72% | 14.88% | Q4 2015 | Q3 2016 | 4 |
Meru Capital Group, LP | 2 | 1 | 0.07% | 0.30% | 0.57% | Q1 2014 | Q1 2017 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 4 |
Green Owl Capital Management, LLC | 3 | 1 | 0.01% | 0.13% | 0.30% | Q4 2014 | Q4 2015 | 4 |
Lomas Capital Management, LLC | 2 | 2 | 1.28% | 3.97% | 6.58% | Q1 2016 | Q3 2017 | 4 |
OneDigital Investment Advisors LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q1 2018 | 4 |
Dana Investment Advisors, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 4 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 1 | 0.06% | 5.59% | 13.11% | Q2 2014 | Q1 2017 | 4 |
Seminole Management Co., Inc. | 2 | 2 | 1.02% | 1.48% | 1.70% | Q1 2016 | Q1 2017 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 0.24% | 0.35% | 0.40% | Q4 2016 | Q3 2017 | 4 |
Hirtle Callaghan & Co LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Bray Capital Advisors | 2 | 1 | 0.05% | 0.10% | 0.13% | Q4 2014 | Q1 2018 | 4 |
KANAWHA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q1 2018 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Acorn Wealth Advisors, LLC | 4 | 4 | 0.23% | 0.25% | 0.28% | Q4 2017 | Q3 2018 | 4 |
FAIRFIELD, BUSH & CO. | 2 | 2 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2017 | 4 |
Five Oceans Asset Management LTD | 4 | 4 | 0.73% | 0.99% | 1.28% | Q3 2011 | Q2 2012 | 4 |
COWEN INC. | 2 | 1 | 0.03% | 0.09% | 0.15% | Q1 2013 | Q1 2018 | 4 |
BSW Wealth Partners | 4 | 4 | 0.09% | 0.10% | 0.13% | Q2 2017 | Q1 2018 | 4 |
Black Swift Group, LLC | 4 | 4 | 24.25% | 33.14% | 41.20% | Q2 2017 | Q1 2018 | 4 |
Ulysses Management LLC | 4 | 4 | 0.51% | 1.72% | 5.26% | Q4 2016 | Q3 2017 | 4 |
Alkeon Capital Management | 4 | 4 | 19.08% | 27.64% | 34.57% | Q2 2017 | Q1 2018 | 4 |
Waterfront Capital Partners, LLC | 4 | 4 | 1.92% | 4.83% | 7.45% | Q2 2017 | Q1 2018 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2016 | Q4 2016 | 4 |
StoneX Group Inc. | 4 | 4 | 0.42% | 1.26% | 1.64% | Q2 2017 | Q1 2018 | 4 |
NWI MANAGEMENT LP | 2 | 1 | 6.46% | 13.04% | 19.97% | Q2 2013 | Q1 2017 | 4 |
TIAA, FSB | 4 | 4 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q1 2018 | 4 |
FIRST CITIZENS BANK & TRUST CO | 3 | 1 | 0.04% | 0.07% | 0.16% | Q4 2016 | Q1 2018 | 4 |
Balter Liquid Alternatives, LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q1 2018 | 4 |
INR ADVISORY SERVICES LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Baldwin Investment Management, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q3 2021 | 4 |
Waverly Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2015 | 4 |
Intellectus Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q1 2018 | 4 |
Harvest Fund Management Co., Ltd | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2017 | 4 |
FRANKLIN STREET ADVISORS INC /NC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q1 2014 | 4 |
Carlson Capital Management | 4 | 4 | 0.11% | 0.12% | 0.13% | Q2 2017 | Q1 2018 | 4 |
Wall Capital Group, Inc. | 4 | 4 | 0.70% | 0.71% | 0.74% | Q2 2017 | Q1 2018 | 4 |
PAYDEN & RYGEL | 3 | 1 | 0.10% | 0.19% | 0.26% | Q4 2013 | Q1 2018 | 4 |
Rathbones Group PLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
CSS LLC/IL | 1 | 1 | 0.03% | 0.06% | 0.07% | Q1 2014 | Q1 2014 | 3 |
EastBay Asset Management, LLC | 3 | 3 | 11.82% | 17.16% | 20.33% | Q2 2017 | Q4 2017 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 1.09% | 1.19% | 1.25% | Q4 2014 | Q2 2015 | 3 |
TLP GROUP LLC | 3 | 3 | 0.39% | 0.51% | 0.59% | Q3 2017 | Q1 2018 | 3 |
EAGLE ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q2 2021 | 3 |
Partner Investment Management, L.P. | 3 | 3 | 1.78% | 4.02% | 7.81% | Q2 2017 | Q4 2017 | 3 |
FutureAdvisor, Inc. | 3 | 3 | 0.06% | 0.08% | 0.10% | Q1 2015 | Q3 2015 | 3 |
FT Options LLC | 1 | 1 | 0.00% | 0.30% | 0.89% | Q1 2017 | Q1 2017 | 3 |
Friedenthal Financial | 2 | 1 | 0.49% | 2.28% | 5.83% | Q2 2015 | Q4 2017 | 3 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q4 2015 | 3 |
L & S Advisors Inc | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2017 | Q1 2018 | 3 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
RGT Wealth Advisors, LLC | 2 | 1 | 0.15% | 0.27% | 0.33% | Q3 2016 | Q1 2018 | 3 |
Midwest Professional Planners, LTD. | 3 | 3 | 0.37% | 1.70% | 2.44% | Q4 2017 | Q2 2018 | 3 |
SteelBridge Private Wealth Advisors LLC | 3 | 3 | 4.08% | 4.15% | 4.24% | Q4 2016 | Q2 2017 | 3 |
Money Design Co.,Ltd. | 3 | 3 | 1.38% | 5.43% | 8.69% | Q3 2017 | Q1 2018 | 3 |
PRECEPT MANAGEMENT LLC | 2 | 1 | 1.31% | 7.16% | 16.66% | Q4 2016 | Q1 2018 | 3 |
LINDEN ADVISORS LP | 1 | 1 | 0.05% | 1.44% | 3.10% | Q4 2013 | Q2 2017 | 3 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 1 | 2.58% | 3.59% | 5.54% | Q3 2014 | Q4 2015 | 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Horizon Kinetics | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 3 |
New Vernon Capital Holdings II LLC | 3 | 3 | 0.69% | 0.75% | 0.80% | Q2 2017 | Q4 2017 | 3 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q4 2016 | 3 |
TIEDEMANN ADVISORS, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q1 2018 | 3 |
JT Stratford LLC | 3 | 3 | 0.60% | 0.68% | 0.75% | Q3 2017 | Q1 2018 | 3 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.07% | 0.45% | 0.82% | Q4 2017 | Q4 2017 | 3 |
Force Capital Management LLC | 2 | 1 | 2.43% | 3.46% | 4.47% | Q1 2014 | Q1 2018 | 3 |
Hedeker Wealth, LLC | 1 | 1 | 0.10% | 0.21% | 0.29% | Q2 2015 | Q4 2016 | 3 |
Modera Wealth Management, LLC | 3 | 3 | 0.05% | 0.07% | 0.12% | Q3 2017 | Q1 2018 | 3 |
BBR PARTNERS, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2017 | Q4 2017 | 3 |
Van Cleef Asset Management,Inc | 3 | 3 | 0.11% | 0.11% | 0.12% | Q3 2017 | Q1 2018 | 3 |
Covington Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Telemetry Investments, L.L.C. | 2 | 2 | 0.30% | 0.50% | 0.59% | Q4 2017 | Q1 2018 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 1 | 0.01% | 0.14% | 0.37% | Q3 2013 | Q4 2016 | 3 |
SIMPLEX TRADING, LLC | 2 | 1 | 0.04% | 0.53% | 0.80% | Q3 2015 | Q4 2016 | 3 |
ACUTA CAPITAL PARTNERS, LLC | 1 | 1 | 2.22% | 3.26% | 4.88% | Q4 2014 | Q1 2018 | 3 |
ST GERMAIN D J CO INC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q1 2018 | 3 |
HEADINVEST, LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q2 2017 | 3 |
FORT PITT CAPITAL GROUP INC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q2 2014 | 3 |
BRIGHTON JONES LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2017 | Q1 2018 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q1 2017 | 3 |
VAN ECK ASSOCIATES CORP | 2 | 1 | 0.01% | 0.06% | 0.12% | Q3 2016 | Q3 2017 | 3 |
Csenge Advisory Group | 3 | 3 | 5.78% | 5.99% | 6.19% | Q3 2017 | Q1 2018 | 3 |
Trellus Management Company, LLC | 3 | 3 | 1.56% | 1.87% | 2.38% | Q1 2014 | Q3 2014 | 3 |
P SCHOENFELD ASSET MANAGEMENT LP | 2 | 1 | 4.52% | 6.32% | 9.76% | Q2 2017 | Q1 2018 | 3 |
FULTON BREAKEFIELD BROENNIMAN LLC | 3 | 3 | 0.50% | 0.52% | 0.53% | Q2 2015 | Q4 2015 | 3 |
Westbourne Investment Advisors, Inc. | 2 | 1 | 0.10% | 0.15% | 0.19% | Q2 2016 | Q2 2018 | 3 |
Evermore Global Advisors, LLC | 2 | 2 | 3.42% | 6.72% | 9.42% | Q4 2017 | Q1 2018 | 3 |
Alyeska Investment Group, L.P. | 2 | 2 | 0.27% | 0.44% | 0.54% | Q4 2013 | Q1 2014 | 3 |
Sculptor Capital LP | 1 | 1 | 0.09% | 0.63% | 1.24% | Q2 2015 | Q2 2017 | 3 |
BREMER TRUST NATIONAL ASSOCIATION | 2 | 1 | 0.06% | 0.07% | 0.07% | Q1 2017 | Q1 2018 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q2 2014 | 3 |
Nokota Management, LP | 1 | 1 | 5.84% | 16.79% | 37.41% | Q1 2017 | Q1 2018 | 3 |
Donald L. Hagan, LLC | 1 | 1 | 0.03% | 0.73% | 2.14% | Q4 2014 | Q1 2016 | 3 |
Chinook Capital Management | 3 | 3 | 0.54% | 0.56% | 0.58% | Q2 2013 | Q4 2013 | 3 |
Valeo Financial Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2018 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.06% | 0.33% | 0.47% | Q4 2017 | Q2 2018 | 3 |
HARVEST CAPITAL MANAGEMENT INC | 2 | 1 | 0.10% | 0.10% | 0.11% | Q2 2017 | Q1 2018 | 3 |
Summit X, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q3 2017 | Q1 2018 | 3 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.11% | 2.23% | 5.61% | Q4 2014 | Q1 2018 | 3 |
Lion Point Capital, LP | 3 | 3 | 0.35% | 1.99% | 5.17% | Q1 2017 | Q3 2017 | 3 |
VOYA INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2013 | 3 |
Winthrop Advisory Group LLC | 3 | 3 | 0.38% | 0.40% | 0.42% | Q4 2017 | Q2 2018 | 3 |
Highlander Capital Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 3 |
NORTHEAST INVESTMENT MANAGEMENT | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q1 2018 | 3 |
Clear Perspective Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Willow Street Advisors LLC | 3 | 3 | 1.04% | 1.11% | 1.16% | Q2 2013 | Q4 2013 | 3 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
MIDDLETON & CO INC/MA | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q4 2017 | 3 |
Castle Hook Partners LP | 2 | 2 | 0.10% | 4.00% | 11.61% | Q3 2017 | Q4 2017 | 3 |
AlphaStar Capital Management, LLC | 3 | 3 | 0.07% | 1.82% | 4.87% | Q2 2017 | Q4 2017 | 3 |
CQS Cayman LP | 3 | 3 | 0.15% | 0.17% | 0.18% | Q3 2014 | Q1 2015 | 3 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2018 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.00% | 0.13% | 0.34% | Q2 2013 | Q4 2013 | 3 |
GRIFFIN ASSET MANAGEMENT, INC. | 3 | 3 | 1.03% | 1.15% | 1.30% | Q3 2017 | Q1 2018 | 3 |
ALERUS FINANCIAL NA | 3 | 3 | 0.08% | 0.09% | 0.09% | Q3 2017 | Q1 2018 | 3 |
Bristol Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q1 2017 | Q1 2018 | 3 |
Sequoia Wealth Management, LLC | 2 | 2 | 0.00% | 0.48% | 0.78% | Q4 2017 | Q1 2018 | 3 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2017 | Q2 2018 | 3 |
WESTON CAPITAL MANAGEMENT INC | 3 | 3 | 0.69% | 0.76% | 0.82% | Q2 2013 | Q4 2013 | 3 |
Delek Group, Ltd. | 3 | 3 | 0.02% | 0.22% | 0.61% | Q4 2017 | Q2 2018 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.88% | 1.32% | Q1 2013 | Q3 2013 | 3 |
Renaissance Technologies | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2018 | 3 |
CADINHA & CO LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q1 2018 | 3 |
Windsor Financial Group, LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q2 2013 | Q4 2013 | 3 |
Chescapmanager LLC | 3 | 3 | 12.70% | 14.92% | 17.90% | Q3 2017 | Q1 2018 | 3 |
Hollow Brook Wealth Management LLC | 2 | 1 | 0.12% | 0.13% | 0.15% | Q4 2015 | Q3 2016 | 3 |
Capital Wealth Planning, LLC | 1 | 1 | 0.11% | 0.22% | 0.31% | Q1 2014 | Q2 2017 | 3 |
Peregrine Asset Advisers, Inc. | 3 | 3 | 0.18% | 0.22% | 0.24% | Q3 2017 | Q1 2018 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.23% | 0.24% | 0.26% | Q3 2017 | Q1 2018 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Cowen Prime Services LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q2 2015 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Alken Asset Management Ltd | 3 | 3 | 0.11% | 0.15% | 0.16% | Q2 2017 | Q4 2017 | 3 |
West Oak Capital, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2018 | 3 |
BERNZOTT CAPITAL ADVISORS | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2017 | Q3 2017 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
MPAM CREDIT TRADING PARTNERS L.P. | 2 | 1 | 15.34% | 19.40% | 25.82% | Q4 2014 | Q3 2015 | 3 |
Kingdom Ridge Capital, LLC | 2 | 1 | 9.22% | 15.09% | 23.43% | Q2 2015 | Q2 2017 | 3 |
IBERIABANK CORP | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2017 | Q1 2018 | 3 |
Ackerman Capital Advisors, LLC | 2 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q1 2018 | 3 |
O'Dell Group, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q4 2017 | Q2 2018 | 3 |
Belpointe Asset Management LLC | 3 | 3 | 0.43% | 1.23% | 1.70% | Q3 2017 | Q1 2018 | 3 |
Antonetti Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
USA FINANCIAL FORMULAS | 3 | 3 | 0.06% | 0.15% | 0.20% | Q4 2017 | Q2 2018 | 3 |
SMITH SHELLNUT WILSON LLC /ADV | 2 | 1 | 0.19% | 1.58% | 4.34% | Q4 2016 | Q1 2018 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.32% | 0.37% | 0.42% | Q4 2016 | Q3 2017 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q4 2020 | 3 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 3 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 1.36% | 2.78% | 4.50% | Q1 2014 | Q2 2017 | 3 |
THOMASPARTNERS, INC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 3 | 3 | 0.04% | 0.06% | 0.07% | Q3 2017 | Q1 2018 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.08% | 0.08% | 0.10% | Q3 2017 | Q1 2018 | 3 |
Stelac Advisory Services LLC | 3 | 3 | 0.26% | 0.32% | 0.40% | Q3 2017 | Q1 2018 | 3 |
Cheviot Value Management, LLC | 3 | 3 | 1.80% | 2.00% | 2.27% | Q2 2019 | Q4 2019 | 3 |
ASPIRIANT, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q1 2018 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2015 | Q4 2015 | 3 |
Hudson Bay Capital Management LP | 3 | 3 | 0.02% | 0.10% | 0.17% | Q3 2016 | Q1 2017 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.23% | 0.30% | 0.36% | Q4 2017 | Q2 2018 | 3 |
Vista Private Wealth Partners. LLC | 3 | 3 | 0.95% | 1.00% | 1.08% | Q3 2017 | Q1 2018 | 3 |
Weatherstone Capital Management | 2 | 1 | 0.88% | 0.98% | 1.15% | Q3 2014 | Q2 2015 | 3 |
Harbour Capital Advisors, LLC | 2 | 1 | 0.09% | 0.22% | 0.42% | Q4 2015 | Q1 2017 | 3 |
Interval Partners, LP | 2 | 1 | 0.99% | 1.87% | 2.71% | Q3 2017 | Q2 2018 | 3 |
Certified Advisory Corp | 3 | 3 | 0.78% | 0.81% | 0.86% | Q4 2017 | Q2 2018 | 3 |
Marketfield Asset Management LLC | 2 | 1 | 0.36% | 9.67% | 28.28% | Q1 2014 | Q1 2016 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 3 | 4.47% | 36.81% | 76.75% | Q1 2017 | Q3 2017 | 3 |
MERIDIAN INVESTMENT COUNSEL INC. | 3 | 3 | 0.06% | 0.10% | 0.12% | Q4 2017 | Q2 2018 | 3 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.11% | 0.24% | Q1 2014 | Q4 2016 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.01% | 0.14% | 0.21% | Q3 2014 | Q2 2015 | 3 |
Gratus Capital, LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q4 2014 | Q2 2016 | 3 |
Selkirk Management LLC | 2 | 1 | 2.89% | 5.18% | 6.48% | Q1 2016 | Q1 2017 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.26% | 0.30% | 0.34% | Q3 2017 | Q1 2018 | 3 |
Signature Wealth Management Group | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
MFA WEALTH ADVISORS, LLC | 2 | 2 | 0.86% | 7.53% | 14.20% | Q4 2017 | Q1 2018 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
STERLING INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.44% | 0.69% | 0.94% | Q4 2017 | Q1 2018 | 2 |
Advanced Asset Management Advisors Inc | 2 | 2 | 5.66% | 5.82% | 5.97% | Q4 2017 | Q1 2018 | 2 |
COASTLAND CAPITAL LLC | 2 | 2 | 1.23% | 3.08% | 4.94% | Q3 2014 | Q4 2014 | 2 |
American Money Management, LLC | 2 | 2 | 1.57% | 1.58% | 1.59% | Q4 2013 | Q1 2014 | 2 |
Clarus Wealth Advisors | 2 | 2 | 0.98% | 1.09% | 1.20% | Q1 2018 | Q2 2018 | 2 |
Wealth Architects, LLC | 2 | 2 | 0.28% | 0.43% | 0.59% | Q3 2015 | Q4 2015 | 2 |
Dynasty Wealth Management, LLC | 2 | 2 | 0.12% | 0.31% | 0.49% | Q4 2017 | Q1 2018 | 2 |
Shannon River Fund Management LLC | 1 | 1 | 0.12% | 5.51% | 10.90% | Q2 2017 | Q1 2018 | 2 |
Oribel Capital Management, LP | 2 | 2 | 6.52% | 10.13% | 13.74% | Q4 2016 | Q1 2017 | 2 |
MACQUARIE GROUP LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
TIEDEMANN TRUST CO | 2 | 2 | 0.24% | 0.34% | 0.45% | Q1 2014 | Q2 2014 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2017 | Q1 2018 | 2 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2018 | Q2 2018 | 2 |
Titus Wealth Management | 2 | 2 | 4.26% | 4.47% | 4.68% | Q4 2017 | Q1 2018 | 2 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 2 | 2 | 1.33% | 1.37% | 1.42% | Q4 2017 | Q1 2018 | 2 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q4 2014 | 2 |
Dunvegan Associates, Inc. | 2 | 2 | 0.25% | 0.26% | 0.26% | Q4 2014 | Q1 2015 | 2 |
Napier Park Global Capital (US) LP | 1 | 1 | 0.08% | 9.71% | 19.34% | Q3 2014 | Q4 2017 | 2 |
Silverleafe Capital Partners, LLC | 2 | 2 | 6.91% | 7.03% | 7.16% | Q4 2017 | Q1 2018 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Sand Hill Global Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
TAIYO LIFE INSURANCE CO | 2 | 2 | 17.05% | 20.93% | 24.81% | Q4 2017 | Q1 2018 | 2 |
MOGY JOEL R INVESTMENT COUNSEL INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
Amici Capital, LLC | 2 | 2 | 4.65% | 7.85% | 11.05% | Q3 2016 | Q4 2016 | 2 |
USAdvisors Wealth Management, LLC | 2 | 2 | 0.55% | 0.55% | 0.56% | Q4 2017 | Q1 2018 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.73% | 0.75% | 0.77% | Q4 2017 | Q1 2018 | 2 |
Regis Acquisition Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Squar Milner Financial Services LLC | 2 | 2 | 1.73% | 1.75% | 1.76% | Q4 2017 | Q1 2018 | 2 |
CPMG Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
BHK Investment Advisors, LLC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q4 2017 | Q1 2018 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2017 | 2 |
Claraphi Advisory Network, LLC | 2 | 2 | 0.56% | 0.59% | 0.62% | Q4 2017 | Q1 2018 | 2 |
Banco BTG Pactual S.A. | 1 | 1 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q1 2018 | 2 |
Allen Investment Management, LLC | 2 | 2 | 0.01% | 0.09% | 0.16% | Q4 2017 | Q1 2018 | 2 |
THREE BAYS CAPITAL LP | 1 | 1 | 8.22% | 21.98% | 35.73% | Q4 2014 | Q1 2018 | 2 |
Sterling Ridge Capital Management LP | 2 | 2 | 6.62% | 13.26% | 19.90% | Q3 2015 | Q4 2015 | 2 |
BECKER CAPITAL MANAGEMENT INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
York Capital Management Global Advisors, LLC | 2 | 2 | 0.67% | 0.86% | 1.04% | Q1 2017 | Q2 2017 | 2 |
Fortress Investment Group LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2015 | Q3 2015 | 2 |
Castle Creek Arbitrage, LLC | 1 | 1 | 0.28% | 0.57% | 0.86% | Q2 2013 | Q4 2015 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 3.64% | 3.83% | 4.02% | Q4 2017 | Q1 2018 | 2 |
Oasis Management Co Ltd. | 2 | 2 | 0.50% | 0.68% | 0.87% | Q3 2016 | Q4 2016 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.39% | 0.44% | 0.50% | Q4 2017 | Q1 2018 | 2 |
Coastal Bridge Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2018 | 2 |
WAFRA INC. | 1 | 1 | 0.23% | 0.44% | 0.65% | Q2 2014 | Q4 2014 | 2 |
Electron Capital Partners, LLC | 2 | 2 | 7.86% | 8.76% | 9.67% | Q3 2017 | Q4 2017 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 1.49% | 2.08% | 2.68% | Q4 2013 | Q1 2016 | 2 |
BigSur Wealth Management LLC | 2 | 2 | 0.15% | 0.18% | 0.21% | Q4 2017 | Q1 2018 | 2 |
SeaCrest Wealth Management, LLC | 2 | 2 | 0.14% | 0.23% | 0.33% | Q4 2017 | Q1 2018 | 2 |
Verdence Capital Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q1 2018 | 2 |
Platinum Management (NY) LLC | 2 | 2 | 3.33% | 7.14% | 10.94% | Q2 2014 | Q3 2014 | 2 |
Partners Group Holding AG | 2 | 2 | 0.31% | 0.33% | 0.35% | Q2 2013 | Q3 2013 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.49% | 0.71% | 0.93% | Q4 2014 | Q1 2017 | 2 |
Q3 Asset Management | 2 | 2 | 6.30% | 6.32% | 6.34% | Q4 2017 | Q1 2018 | 2 |
Aurora Investment Management L.L.C. | 2 | 2 | 46.49% | 47.55% | 48.61% | Q3 2015 | Q4 2015 | 2 |
CENTAURUS FINANCIAL, INC. | 2 | 2 | 0.25% | 0.34% | 0.44% | Q4 2017 | Q1 2018 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.21% | 0.22% | 0.22% | Q3 2017 | Q4 2017 | 2 |
ALPS ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2015 | 2 |
Sound Income Strategies, LLC | 2 | 2 | 0.07% | 0.12% | 0.18% | Q4 2017 | Q1 2018 | 2 |
Price Wealth, LLC | 2 | 2 | 0.18% | 0.22% | 0.26% | Q4 2017 | Q1 2018 | 2 |
Varma Mutual Pension Insurance Co | 2 | 2 | 2.08% | 2.85% | 3.63% | Q4 2017 | Q1 2018 | 2 |
PFM Health Sciences, LP | 2 | 2 | 2.59% | 5.15% | 7.72% | Q3 2017 | Q4 2017 | 2 |
Quadrant Private Wealth Management, LLC | 2 | 2 | 0.34% | 0.46% | 0.57% | Q4 2017 | Q1 2018 | 2 |
BlueCrest Capital Management LLP | 1 | 1 | 0.25% | 0.37% | 0.49% | Q2 2013 | Q1 2014 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 2 |
Bryn Mawr Capital Management, LLC | 2 | 2 | 0.20% | 0.22% | 0.23% | Q4 2016 | Q1 2017 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q4 2017 | Q1 2018 | 2 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 4.28% | 5.57% | 6.86% | Q2 2017 | Q2 2017 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.32% | 0.35% | 0.38% | Q4 2017 | Q1 2018 | 2 |
Valtura Capital Partners LLC | 1 | 1 | 4.27% | 4.42% | 4.56% | Q4 2016 | Q2 2017 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
JBF Capital, Inc. | 2 | 2 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q1 2018 | 2 |
Taconic Capital Advisors LP | 1 | 1 | 0.02% | 0.32% | 0.63% | Q3 2015 | Q1 2016 | 2 |
NVWM, LLC | 2 | 2 | 0.75% | 0.86% | 0.97% | Q4 2017 | Q1 2018 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
New Capital Management LP | 2 | 2 | 0.44% | 0.44% | 0.44% | Q1 2017 | Q2 2017 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.00% | 0.25% | 0.50% | Q4 2016 | Q1 2017 | 2 |
Senator Investment Group LP | 1 | 1 | 7.52% | 8.19% | 8.86% | Q2 2017 | Q1 2018 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q1 2016 | 2 |
AXA S.A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Rench Wealth Management, Inc. | 2 | 2 | 0.28% | 0.34% | 0.39% | Q4 2013 | Q1 2014 | 2 |
New Potomac Partners, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2017 | Q1 2018 | 2 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 2 | 2 | 0.52% | 0.54% | 0.56% | Q4 2017 | Q1 2018 | 2 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2017 | 2 |
Eldridge Investment Advisors, Inc. | 2 | 2 | 3.44% | 3.44% | 3.44% | Q4 2017 | Q1 2018 | 2 |
Pelorus Jack Capital, L.P. | 2 | 2 | 6.99% | 10.70% | 14.42% | Q4 2017 | Q1 2018 | 2 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 0.23% | 1.00% | 1.76% | Q2 2012 | Q3 2012 | 2 |
Tradeworx Inc. | 1 | 1 | 0.30% | 0.34% | 0.37% | Q1 2013 | Q3 2013 | 2 |
ALPINE ASSOCIATES MANAGEMENT INC. | 2 | 2 | 0.52% | 0.58% | 0.65% | Q1 2017 | Q2 2017 | 2 |
Dragon Financial & Investment Group, LLC | 2 | 2 | 7.33% | 7.48% | 7.64% | Q4 2017 | Q1 2018 | 2 |
KELLEHER FINANCIAL ADVISORS | 1 | 1 | 0.01% | 0.24% | 0.46% | Q1 2016 | Q1 2018 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.92% | 13.24% | 25.55% | Q2 2016 | Q1 2017 | 2 |
Winchester Group Inc. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Guild Investment Management, Inc. | 1 | 1 | 1.98% | 3.18% | 4.37% | Q2 2013 | Q1 2015 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 2 | 0.02% | 0.16% | 0.30% | Q4 2017 | Q1 2018 | 2 |
OAKTREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.08% | 0.19% | 0.30% | Q1 2016 | Q3 2017 | 2 |
Polar Capital LLP | 2 | 2 | 3.33% | 5.64% | 7.96% | Q4 2017 | Q1 2018 | 2 |
SILVERBACK ASSET MANAGEMENT LLC | 2 | 2 | 8.68% | 9.34% | 10.00% | Q3 2014 | Q4 2014 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2018 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 1 | 1 | 3.87% | 5.52% | 7.16% | Q2 2017 | Q2 2017 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.45% | 0.55% | 0.64% | Q4 2017 | Q1 2018 | 2 |
IFG Advisory, LLC | 2 | 2 | 1.24% | 1.30% | 1.36% | Q4 2017 | Q1 2018 | 2 |
Portfolio Strategies, Inc. | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2017 | Q1 2018 | 2 |
GeoSphere Capital Management, LLC | 1 | 1 | 3.90% | 5.35% | 6.80% | Q1 2014 | Q4 2016 | 2 |
DeDora Capital, Inc. | 2 | 2 | 3.99% | 3.99% | 4.00% | Q4 2017 | Q1 2018 | 2 |
Wealthstreet Investment Advisors, LLC | 2 | 2 | 0.94% | 0.96% | 0.98% | Q4 2017 | Q1 2018 | 2 |
jvl associates llc | 2 | 2 | 1.44% | 1.46% | 1.47% | Q4 2017 | Q1 2018 | 2 |
TREMBLANT CAPITAL GROUP | 1 | 1 | 0.34% | 0.71% | 1.08% | Q2 2017 | Q4 2017 | 2 |
All Terrain Financial Advisors, LLC | 2 | 2 | 0.94% | 1.01% | 1.09% | Q4 2017 | Q1 2018 | 2 |
Sessa Capital IM, L.P. | 2 | 2 | 2.58% | 3.69% | 4.80% | Q2 2017 | Q3 2017 | 2 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 1.79% | 1.83% | 1.87% | Q4 2017 | Q1 2018 | 2 |
WHITENER CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.45% | 0.46% | 0.46% | Q4 2017 | Q1 2018 | 2 |
CALTON & ASSOCIATES, INC. | 2 | 2 | 1.20% | 1.28% | 1.36% | Q4 2017 | Q1 2018 | 2 |
Redmile Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2015 | 2 |
NAYA CAPITAL MANAGEMENT UK LTD | 1 | 1 | 3.19% | 3.32% | 3.45% | Q4 2015 | Q4 2016 | 2 |
LYELL WEALTH MANAGEMENT, LP | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2017 | Q4 2017 | 2 |
Boston Common Asset Management, LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q2 2017 | Q1 2018 | 2 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2014 | 2 |
Violich Capital Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Nikulski Financial, Inc. | 2 | 2 | 0.93% | 0.99% | 1.05% | Q4 2017 | Q1 2018 | 2 |
Loeb Offshore Management LP | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 2 |
Providence Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q4 2015 | Q1 2017 | 2 |
CALDWELL & ORKIN INC | 2 | 2 | 5.36% | 6.61% | 7.86% | Q4 2016 | Q1 2017 | 2 |
StellarOne CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Barber Financial Group, Inc. | 2 | 2 | 3.96% | 4.00% | 4.04% | Q2 2017 | Q3 2017 | 2 |
Israel Discount Bank of New York | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.43% | 0.44% | 0.46% | Q4 2017 | Q1 2018 | 2 |
BOLTON LP | 2 | 2 | 0.01% | 0.47% | 0.94% | Q3 2013 | Q4 2013 | 2 |
Hitchwood Capital Management LP | 1 | 1 | 8.83% | 8.92% | 9.01% | Q2 2016 | Q1 2018 | 2 |
Lyons Wealth Management, LLC. | 1 | 1 | 0.04% | 0.12% | 0.20% | Q1 2018 | Q1 2018 | 2 |
Monument Capital Management | 2 | 2 | 2.27% | 2.30% | 2.34% | Q4 2017 | Q1 2018 | 2 |
Private Vista, LLC | 1 | 1 | 0.19% | 0.25% | 0.31% | Q3 2017 | Q1 2018 | 2 |
Secrest Blakey & Associates, LLC | 2 | 2 | 0.39% | 0.54% | 0.68% | Q4 2017 | Q1 2018 | 2 |
Fluent Financial, LLC | 2 | 2 | 2.37% | 2.37% | 2.37% | Q4 2017 | Q1 2018 | 2 |
JANA PARTNERS LLC | 1 | 1 | 0.72% | 2.66% | 4.60% | Q1 2015 | Q1 2018 | 2 |
Achievement Holdings L.P. | 2 | 2 | 0.23% | 0.55% | 0.86% | Q2 2015 | Q3 2015 | 2 |
Hunting Hill Global Capital, LLC | 2 | 2 | 3.18% | 6.06% | 8.94% | Q1 2017 | Q2 2017 | 2 |
QUENTEC ASSET MANAGEMENT LLC | 1 | 1 | 2.57% | 5.89% | 9.21% | Q3 2013 | Q1 2016 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q1 2014 | 2 |
Mader & Shannon Wealth Management, Inc. | 2 | 2 | 4.27% | 4.71% | 5.15% | Q3 2017 | Q4 2017 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Keystone Financial Group | 2 | 2 | 0.32% | 0.33% | 0.35% | Q4 2017 | Q1 2018 | 2 |
Prince Street Capital Management LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2016 | Q2 2017 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.28% | 0.41% | 0.55% | Q4 2017 | Q1 2018 | 2 |
Charles Schwab Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2017 | 2 |
SPHERA FUNDS MANAGEMENT LTD. | 1 | 1 | 1.94% | 1.96% | 1.98% | Q4 2013 | Q1 2018 | 2 |
Ferris Capital, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q1 2018 | 2 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.38% | 2.00% | 3.62% | Q4 2017 | Q1 2018 | 2 |
Cornell Pochily Investment Advisors, Inc. | 2 | 2 | 0.31% | 0.33% | 0.35% | Q4 2017 | Q1 2018 | 2 |
Glaxis Capital Management, LLC | 2 | 2 | 2.92% | 9.74% | 16.56% | Q3 2016 | Q4 2016 | 2 |
Resource Management, LLC | 2 | 2 | 0.54% | 0.57% | 0.61% | Q4 2017 | Q1 2018 | 2 |
Naya Management LLP | 1 | 1 | 2.76% | 3.11% | 3.46% | Q1 2015 | Q3 2015 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q1 2014 | Q2 2014 | 2 |
AdvisorNet Financial, Inc | 2 | 2 | 0.17% | 0.19% | 0.22% | Q4 2017 | Q1 2018 | 2 |
Pathway Financial Advisors LLC | 2 | 2 | 0.34% | 0.35% | 0.36% | Q4 2017 | Q1 2018 | 2 |
Seneca House Advisors | 2 | 2 | 5.40% | 5.68% | 5.96% | Q4 2017 | Q1 2018 | 2 |
Taikang Asset Management (Hong Kong) Co Ltd | 2 | 2 | 1.06% | 1.06% | 1.07% | Q4 2017 | Q1 2018 | 2 |
Epstein & White Financial LLC | 2 | 2 | 0.55% | 1.19% | 1.82% | Q4 2017 | Q1 2018 | 2 |
Gryphon Financial Partners LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
First Personal Financial Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q3 2016 | 2 |
Regal Wealth Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
HoyleCohen, LLC | 2 | 2 | 1.70% | 1.72% | 1.74% | Q4 2017 | Q1 2018 | 2 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 2 |
COMMONWEALTH EQUITY SERVICES, LLC | 2 | 2 | 1.06% | 1.09% | 1.12% | Q4 2017 | Q1 2018 | 2 |
SUMIT CAPITAL, LLC | 1 | 1 | 0.50% | 1.87% | 3.24% | Q4 2013 | Q3 2014 | 2 |
Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 2 |
JENNISON ASSOCIATES LLC | 1 | 1 | 0.17% | 0.20% | 0.22% | Q2 2014 | Q3 2017 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.42% | 0.44% | 0.47% | Q4 2017 | Q1 2018 | 2 |
American Portfolios Advisors | 2 | 2 | 2.12% | 2.17% | 2.22% | Q4 2017 | Q1 2018 | 2 |
Relaxing Retirement Coach | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q1 2018 | 2 |
Rossmore Private Capital | 2 | 2 | 0.17% | 0.25% | 0.33% | Q4 2017 | Q1 2018 | 2 |
CABANA LLC | 2 | 2 | 1.93% | 6.08% | 10.23% | Q4 2017 | Q1 2018 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.09% | 1.51% | 2.92% | Q2 2013 | Q4 2017 | 2 |
Northwest Bancshares, Inc. | 2 | 2 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q1 2018 | 2 |
Cornerstone Advisory, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2017 | Q3 2017 | 2 |
Howard Capital Management Inc. | 2 | 2 | 1.71% | 1.91% | 2.10% | Q4 2017 | Q1 2018 | 2 |
Assured Investment Management LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q3 2013 | Q1 2014 | 2 |
Prism Advisors, Inc. | 2 | 2 | 15.10% | 15.27% | 15.44% | Q4 2017 | Q1 2018 | 2 |
TIGER MANAGEMENT L.L.C. | 2 | 2 | 2.50% | 6.84% | 11.19% | Q4 2017 | Q1 2018 | 2 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
PFG Advisors | 2 | 2 | 1.73% | 1.74% | 1.74% | Q4 2017 | Q1 2018 | 2 |
Murphy, Middleton, Hinkle & Parker, Inc. | 2 | 2 | 0.55% | 0.56% | 0.57% | Q4 2017 | Q1 2018 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 4.28% | 5.01% | 5.73% | Q4 2017 | Q1 2018 | 2 |
BERKSHIRE CAPITAL HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q4 2014 | Q3 2017 | 2 |
MUFG Bank, Ltd. | 1 | 1 | 35.01% | 45.97% | 56.94% | Q1 2014 | Q2 2017 | 2 |
Ullmann Wealth Partners Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
AO Asset Management, LP | 2 | 2 | 0.50% | 0.91% | 1.32% | Q1 2017 | Q2 2017 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.24% | 0.27% | 0.29% | Q4 2017 | Q1 2018 | 2 |
Crewe Advisors LLC | 2 | 2 | 1.01% | 1.18% | 1.34% | Q4 2017 | Q1 2018 | 2 |
Algebris Investments (UK) LLP | 1 | 1 | 0.00% | 0.18% | 0.35% | Q4 2015 | Q3 2016 | 2 |
Wunderlich Capital Managemnt | 2 | 2 | 0.27% | 0.44% | 0.60% | Q4 2013 | Q1 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q3 2013 | 2 |
Elmwood Wealth Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2020 | 2 |
P.A.W. CAPITAL CORP | 2 | 2 | 6.67% | 7.87% | 9.06% | Q2 2013 | Q3 2013 | 2 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
PHILADELPHIA TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2016 | 2 |
Parametric Risk Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q2 2016 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 2.79% | 5.17% | 7.55% | Q2 2014 | Q3 2014 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.77% | 0.78% | 0.78% | Q2 2013 | Q3 2013 | 2 |
Roof Advisory Group, Inc. | 2 | 2 | 0.78% | 0.82% | 0.85% | Q4 2017 | Q1 2018 | 2 |
EVERETT HARRIS & CO /CA/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
KLS Professional Advisors Group, LLC | 2 | 2 | 0.26% | 1.06% | 1.85% | Q4 2017 | Q1 2018 | 2 |
PROFESSIONAL PLANNING | 2 | 2 | 10.81% | 11.04% | 11.26% | Q4 2017 | Q1 2018 | 2 |
TLWM | 2 | 2 | 7.58% | 8.08% | 8.59% | Q4 2017 | Q1 2018 | 2 |
TRUEWEALTH LLC | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2017 | Q1 2018 | 2 |
CastleArk Alternatives, LLC | 2 | 2 | 2.81% | 3.06% | 3.32% | Q4 2017 | Q1 2018 | 2 |
CNB Bank | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Empyrean Capital Partners, LP | 1 | 1 | 1.85% | 3.85% | 5.85% | Q3 2013 | Q4 2017 | 2 |
IRON Financial LLC | 1 | 1 | 3.51% | 4.00% | 4.50% | Q2 2014 | Q3 2015 | 2 |
Capital Bank & Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
SignalPoint Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.15% | Q3 2017 | Q1 2018 | 2 |
Numina Capital Management, LLC | 1 | 1 | 5.15% | 5.36% | 5.58% | Q4 2014 | Q3 2015 | 2 |
NORTH STAR ASSET MANAGEMENT INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Stevens First Principles Investment Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Ford Financial Group, LLC | 2 | 2 | 0.33% | 0.34% | 0.36% | Q4 2017 | Q1 2018 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2013 | 2 |
S. MUOIO & CO. LLC | 1 | 1 | 8.33% | 13.37% | 18.41% | Q4 2014 | Q4 2017 | 2 |
Financial Partners Group, Inc | 2 | 2 | 3.04% | 3.08% | 3.12% | Q4 2017 | Q1 2018 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 4.91% | 7.20% | 9.49% | Q4 2017 | Q1 2018 | 2 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 7.81% | 11.48% | 15.16% | Q2 2016 | Q4 2017 | 2 |
Concourse Capital Management, LLC | 2 | 2 | 2.58% | 3.87% | 5.16% | Q4 2017 | Q1 2018 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2017 | Q1 2018 | 2 |
Covalent Partners LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q3 2017 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.33% | 0.33% | 0.34% | Q4 2017 | Q1 2018 | 2 |
Financial Advocates Investment Management | 2 | 2 | 3.65% | 3.79% | 3.92% | Q4 2017 | Q1 2018 | 2 |
McIlrath & Eck, LLC | 2 | 2 | 0.34% | 0.34% | 0.34% | Q4 2017 | Q1 2018 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 2.66% | 2.82% | 2.99% | Q4 2017 | Q1 2018 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.80% | 1.46% | 2.11% | Q4 2017 | Q1 2018 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.41% | 0.42% | 0.44% | Q4 2017 | Q1 2018 | 2 |
Merit Financial Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
DeGreen Capital Management LLC | 1 | 1 | 18.21% | 19.63% | 21.06% | Q4 2013 | Q4 2015 | 2 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.11% | 0.15% | 0.19% | Q3 2015 | Q1 2016 | 2 |
Taylor Hoffman Wealth Management | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Claybrook Capital, LLC | 2 | 2 | 0.10% | 1.06% | 2.01% | Q4 2017 | Q1 2018 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.03% | 0.06% | 0.09% | Q4 2013 | Q2 2017 | 2 |
APIS CAPITAL ADVISORS, LLC | 2 | 2 | 0.69% | 0.78% | 0.87% | Q4 2014 | Q1 2015 | 2 |
IMS Capital Management | 2 | 2 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q1 2018 | 2 |
UNITED BANK | 2 | 2 | 0.07% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.06% | 0.11% | Q1 2018 | Q1 2018 | 2 |
Alpha Wave Global, LP | 1 | 1 | 9.65% | 12.07% | 14.49% | Q2 2017 | Q1 2018 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q1 2018 | 2 |
MEITAV INVESTMENT HOUSE LTD | 2 | 2 | 0.09% | 1.76% | 3.43% | Q4 2017 | Q1 2018 | 2 |
PVG ASSET MANAGEMENT CORP | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2018 | Q3 2018 | 2 |
Lucia Wealth Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2016 | Q1 2016 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
Rubric Capital Management LP | 1 | 1 | 13.17% | 13.17% | 13.17% | Q3 2017 | Q3 2017 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Brookfield Asset Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2017 | Q2 2017 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Crestone Asset Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
CHESAPEAKE ASSET MANAGEMENT LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2015 | Q4 2015 | 1 |
JHL Capital Group LLC | 1 | 1 | 30.17% | 30.17% | 30.17% | Q2 2017 | Q2 2017 | 1 |
BIRINYI ASSOCIATES INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2018 | Q1 2018 | 1 |
Sabal Trust CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
STATE STREET CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2015 | Q4 2015 | 1 |
BAKER BOYER NATIONAL BANK | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2018 | Q1 2018 | 1 |
Corvex Management LP | 1 | 1 | 7.16% | 7.16% | 7.16% | Q2 2016 | Q2 2016 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2013 | Q2 2013 | 1 |
BKS ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2017 | Q4 2017 | 1 |
JOHN G ULLMAN & ASSOCIATES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2018 | Q1 2018 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Meritage Group LP | 1 | 1 | 2.06% | 2.06% | 2.06% | Q1 2014 | Q1 2014 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
Sageworth Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Wallington Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Bell & Brown Wealth Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
CEDAR CAPITAL, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2015 | Q4 2015 | 1 |
Round Table Services, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
Deer Park Road Corp | 1 | 1 | 17.65% | 17.65% | 17.65% | Q1 2018 | Q1 2018 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2016 | Q3 2016 | 1 |
Granite Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Cascabel Management LP | 1 | 1 | 7.65% | 7.65% | 7.65% | Q3 2015 | Q3 2015 | 1 |
Panning Capital Management, LP | 1 | 1 | 69.54% | 69.54% | 69.54% | Q1 2015 | Q1 2015 | 1 |
First Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 11.23% | 11.23% | 11.23% | Q3 2016 | Q3 2016 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2017 | Q4 2017 | 1 |
NORRIS PERNE & FRENCH LLP/MI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
TradeLink Capital LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2015 | Q1 2015 | 1 |
DAVIS R M INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Andalusian Capital Partners, LP | 1 | 1 | 13.24% | 13.24% | 13.24% | Q1 2016 | Q1 2016 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2017 | Q4 2017 | 1 |
CoreCommodity Management, LLC | 1 | 1 | 3.00% | 3.00% | 3.00% | Q3 2014 | Q3 2014 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2017 | Q1 2017 | 1 |
STEADFAST ADVISORS LP | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2014 | Q3 2014 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2018 | Q1 2018 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
GLG INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
HHG & Company, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2014 | Q4 2014 | 1 |
3G Capital Partners | 1 | 1 | 5.43% | 5.43% | 5.43% | Q2 2017 | Q2 2017 | 1 |
STELLIAM INVESTMENT MANAGEMENT, LP | 1 | 1 | 4.81% | 4.81% | 4.81% | Q3 2017 | Q3 2017 | 1 |
Sciencast Management LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2017 | Q2 2017 | 1 |
Tidal Investments LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2019 | Q3 2019 | 1 |
WESTERLY CAPITAL MANAGEMENT, LLC | 1 | 1 | 8.98% | 8.98% | 8.98% | Q4 2014 | Q4 2014 | 1 |
KENSICO CAPITAL MANAGEMENT CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2014 | Q3 2014 | 1 |
Newfoundland Capital Management | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2017 | Q3 2017 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 7.81% | 7.81% | 7.81% | Q4 2017 | Q4 2017 | 1 |
Nantahala Capital Management | 1 | 1 | 2.92% | 2.92% | 2.92% | Q2 2016 | Q2 2016 | 1 |
Colonial Trust Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2013 | Q2 2013 | 1 |
Goodman Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2015 | Q4 2015 | 1 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2019 | Q1 2019 | 1 |
Rain Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
GRATIA CAPITAL, LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q4 2017 | Q4 2017 | 1 |
DIKER MANAGEMENT LLC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q3 2015 | Q3 2015 | 1 |
GRASSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2016 | Q1 2016 | 1 |
Sage Capital Advisors,llc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2018 | Q1 2018 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Addison Capital Co | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2018 | Q1 2018 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2017 | Q4 2017 | 1 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2016 | Q2 2016 | 1 |
BANK OF THE WEST | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2015 | Q1 2015 | 1 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2015 | Q3 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2016 | Q2 2016 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2017 | Q4 2017 | 1 |
GLENHILL ADVISORS LLC | 1 | 1 | 6.41% | 6.41% | 6.41% | Q2 2017 | Q2 2017 | 1 |
Tairen Capital Ltd | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2016 | Q3 2016 | 1 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2018 | Q1 2018 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.06% | 2.06% | 2.06% | Q3 2017 | Q3 2017 | 1 |
Rafferty Asset Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
Opus Trading Fund LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2013 | Q2 2013 | 1 |
BPV Resources, LLC | 1 | 1 | 47.55% | 47.55% | 47.55% | Q2 2013 | Q2 2013 | 1 |
DRILL CRAIG A | 1 | 1 | 16.92% | 16.92% | 16.92% | Q4 2013 | Q4 2013 | 1 |
Blue Granite Capital, LLC | 1 | 1 | 6.98% | 6.98% | 6.98% | Q4 2017 | Q4 2017 | 1 |
Amida Capital Management II, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2013 | Q2 2013 | 1 |
Wildcat Capital Management, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2016 | Q3 2016 | 1 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2018 | Q1 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2017 | Q1 2017 | 1 |
GLADE BROOK CAPITAL PARTNERS LLC | 1 | 1 | 18.12% | 18.12% | 18.12% | Q1 2015 | Q1 2015 | 1 |
I.G. INVESTMENT MANAGEMENT, LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Bedell Frazier Investment Counselling, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q2 2013 | Q2 2013 | 1 |
Ally Financial Inc. | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2014 | Q4 2014 | 1 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Fiduciary Group LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
Autonomy Capital (Jersey) L.P. | 1 | 1 | 3.06% | 3.06% | 3.06% | Q2 2017 | Q2 2017 | 1 |
Yellowstone Partners, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2016 | Q3 2016 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2015 | Q4 2015 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Artisan Partners Limited Partnership | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2016 | Q3 2016 | 1 |
Brahman Capital Corp. | 1 | 1 | 11.16% | 11.16% | 11.16% | Q2 2015 | Q2 2015 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.62% | 2.62% | 2.62% | Q4 2016 | Q4 2016 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
WealthShield Partners, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2017 | Q4 2017 | 1 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2017 | Q2 2017 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Well Done, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
Everett Capital Advisors UK LLP | 1 | 1 | 7.11% | 7.11% | 7.11% | Q1 2017 | Q1 2017 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2017 | Q3 2017 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2013 | Q4 2013 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q4 2013 | Q4 2013 | 1 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2014 | Q1 2014 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
TELEMUS BEACON INVESTMENT Co LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2013 | Q2 2013 | 1 |
Advisory Resource Group | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
Hillview Capital Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
CMT Asset Management Ltd | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2012 | Q4 2012 | 1 |
MILLIE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2015 | Q4 2015 | 1 |
Fondren Management LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
Fore Capital, LLC | 1 | 1 | 4.82% | 4.82% | 4.82% | Q4 2017 | Q4 2017 | 1 |
Scoria Capital Partners LP | 1 | 1 | 27.76% | 27.76% | 27.76% | Q3 2017 | Q3 2017 | 1 |
MUFG Securities EMEA plc | 1 | 1 | 4.78% | 4.78% | 4.78% | Q1 2014 | Q1 2014 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
KHP Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Optiver US LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2017 | Q3 2017 | 1 |
PERRY CAPITAL | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2013 | Q4 2013 | 1 |
NewFocus Financial Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
McAdam, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
PATHSTONE FAMILY OFFICE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
SRS Investment Management, LLC | 1 | 1 | 4.17% | 4.17% | 4.17% | Q1 2015 | Q1 2015 | 1 |
CONNORS INVESTOR SERVICES INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
Dakota Wealth Management | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2018 | Q1 2018 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
CONNING INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
Phoenix Investment Adviser LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Holowesko Partners Ltd. | 1 | 1 | 6.33% | 6.33% | 6.33% | Q1 2016 | Q1 2016 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 2.88% | 2.88% | 2.88% | Q3 2015 | Q3 2015 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Empire Capital Management, L.L.C. | 1 | 1 | 7.22% | 7.22% | 7.22% | Q3 2014 | Q3 2014 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2018 | Q1 2018 | 1 |
Warlander Asset Management, LP | 1 | 1 | 21.00% | 21.00% | 21.00% | Q2 2017 | Q2 2017 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 5.78% | 5.78% | 5.78% | Q2 2016 | Q2 2016 | 1 |
Peloton Wealth Strategists | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 4.24% | 4.24% | 4.24% | Q1 2018 | Q1 2018 | 1 |
GLG LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2017 | Q2 2017 | 1 |
D.B. Root & Company, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2018 | Q1 2018 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q3 2017 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Nokomis Capital, L.L.C. | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2016 | Q2 2016 | 1 |
NBW CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Leonard Capital Management, Inc. | 1 | 1 | 22.18% | 22.18% | 22.18% | Q1 2016 | Q1 2016 | 1 |
HRT FINANCIAL LP | 1 | 1 | 1.33% | 1.33% | 1.33% | Q4 2017 | Q4 2017 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 2.82% | 2.82% | 2.82% | Q2 2017 | Q2 2017 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2014 | Q3 2014 | 1 |
Point72 Hong Kong Ltd | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2013 | Q4 2013 | 1 |
South Ferry Capital Management, L.P. | 1 | 1 | 12.70% | 12.70% | 12.70% | Q4 2014 | Q4 2014 | 1 |
Geduld E E | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2016 | Q4 2016 | 1 |
RFG Advisory, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q2 2015 | Q2 2015 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 2.15% | 2.15% | 2.15% | Q1 2018 | Q1 2018 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2016 | Q1 2016 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2016 | Q3 2016 | 1 |
G2 Investment Partners Management LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2016 | Q4 2016 | 1 |
Susquehanna Foundation | 1 | 1 | 95.60% | 95.60% | 95.60% | Q1 2018 | Q1 2018 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
AZENTUS CAPITAL MANAGEMENT Ltd | 1 | 1 | 19.64% | 19.64% | 19.64% | Q3 2015 | Q3 2015 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q1 2018 | 1 |
GROW Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2013 | Q4 2013 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
CEDAR HILL ASSOCIATES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2016 | Q2 2016 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 8.70% | 8.70% | 8.70% | Q2 2014 | Q2 2014 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Lombard Odier & Cie (Bahamas) Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2013 | Q4 2013 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 33.66% | 33.66% | 33.66% | Q1 2015 | Q1 2015 | 1 |
Anandar Capital Management LP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2014 | Q4 2014 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Raveneur Investment Group LP | 1 | 1 | 11.80% | 11.80% | 11.80% | Q2 2016 | Q2 2016 | 1 |
MARATHON ASSET MANAGEMENT LP | 1 | 1 | 15.02% | 15.02% | 15.02% | Q1 2018 | Q1 2018 | 1 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 8.01% | 8.01% | 8.01% | Q2 2017 | Q2 2017 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Rockefeller Capital Management L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
ALTEGRIS ADVISORS, L.L.C. | 1 | 1 | 32.71% | 32.71% | 32.71% | Q2 2015 | Q2 2015 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 3.74% | 3.74% | 3.74% | Q4 2017 | Q4 2017 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2018 | Q1 2018 | 1 |
INDUS CAPITAL PARTNERS, LLC | 1 | 1 | 9.74% | 9.74% | 9.74% | Q2 2015 | Q2 2015 | 1 |
Central Asset Investments & Management Holdings (HK) Ltd | 1 | 1 | 15.64% | 15.64% | 15.64% | Q1 2014 | Q1 2014 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2015 | Q4 2015 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Cloverdale Capital Management, LLC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q1 2017 | Q1 2017 | 1 |
Teewinot Capital Advisers, L.L.C. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q1 2014 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
BALESTRA CAPITAL LTD. | 1 | 1 | 20.37% | 20.37% | 20.37% | Q3 2015 | Q3 2015 | 1 |
Peninsula Wealth, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2018 | Q1 2018 | 1 |
QVR LLC | 1 | 1 | 1.31% | 1.31% | 1.31% | Q4 2017 | Q4 2017 | 1 |
Private Ocean, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Conservest Capital Advisors, Inc. | 1 | 1 | 2.30% | 2.30% | 2.30% | Q3 2017 | Q3 2017 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 5.38% | 5.38% | 5.38% | Q1 2017 | Q1 2017 | 1 |
Byrne Asset Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2013 | Q3 2013 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2013 | Q2 2013 | 1 |
Diameter Capital Partners LP | 1 | 1 | 18.11% | 18.11% | 18.11% | Q1 2018 | Q1 2018 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2014 | Q1 2014 | 1 |
Apertura Capital, LLC | 1 | 1 | 3.46% | 3.46% | 3.46% | Q2 2017 | Q2 2017 | 1 |
Cerrano Capital Management LP | 1 | 1 | 5.39% | 5.39% | 5.39% | Q1 2018 | Q1 2018 | 1 |
Ballew Advisors, Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
All-Stars Investment Ltd | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2014 | Q4 2014 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
ADAR Investment Management LP | 1 | 1 | 18.54% | 18.54% | 18.54% | Q1 2014 | Q1 2014 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 32.86% | 32.86% | 32.86% | Q2 2017 | Q2 2017 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
EMS Capital LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2018 | Q1 2018 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 4.76% | 4.76% | 4.76% | Q1 2018 | Q1 2018 | 1 |
GRANDFIELD & DODD, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Independent Advisor Alliance | 1 | 1 | 2.01% | 2.01% | 2.01% | Q1 2017 | Q1 2017 | 1 |
Gator Capital Management, LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q1 2018 | Q1 2018 | 1 |
BENNICAS & ASSOCIATES, INC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2015 | Q4 2015 | 1 |
Altalis Capital Management LLC | 1 | 1 | 7.37% | 7.37% | 7.37% | Q1 2017 | Q1 2017 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Impala Asset Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2017 | Q3 2017 | 1 |
One Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
LINCLUDEN MANAGEMENT LTD | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2015 | Q3 2015 | 1 |
WHALEROCK POINT PARTNERS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2016 | Q1 2016 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2017 | Q3 2017 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2014 | Q4 2014 | 1 |
FIDUCIARY SERVICES CORP/GA | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
TOEWS CORP /ADV | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2010 | Q4 2010 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2017 | Q4 2017 | 1 |
Pennant Capital Management, LLC | 1 | 1 | 3.57% | 3.57% | 3.57% | Q3 2017 | Q3 2017 | 1 |
Tekne Capital Management, LLC | 1 | 1 | 19.26% | 19.26% | 19.26% | Q1 2017 | Q1 2017 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
SUMMITRY LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Karamaan Group, LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q3 2015 | Q3 2015 | 1 |
Progressive Investment Management Corp | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2015 | Q4 2015 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Pacific Grove Capital LP | 1 | 1 | 2.04% | 2.04% | 2.04% | Q2 2016 | Q2 2016 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
COHEN LAWRENCE B | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q4 2014 | 1 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2014 | Q3 2014 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2018 | Q1 2018 | 1 |
Ironsides Partners LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2017 | Q2 2017 | 1 |
Owl Creek Asset Management, L.P. | 1 | 1 | 7.12% | 7.12% | 7.12% | Q1 2018 | Q1 2018 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Wavelength Asset Management LLC | 1 | 1 | 9.11% | 9.11% | 9.11% | Q2 2015 | Q2 2015 | 1 |
SeaStone Capital Management, L.P. | 1 | 1 | 15.28% | 15.28% | 15.28% | Q3 2015 | Q3 2015 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q1 2018 | 1 |
Gainplan LLC | 1 | 1 | 23.01% | 23.01% | 23.01% | Q4 2016 | Q4 2016 | 1 |
Veritas Investment Management (UK) Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2013 | Q3 2013 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 5.25% | 5.25% | 5.25% | Q4 2017 | Q4 2017 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Lehman Financial Resources, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Dorsal Capital Management, LP | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2017 | Q1 2017 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 4.34% | 4.34% | 4.34% | Q2 2016 | Q2 2016 | 1 |
Madrona Financial Services, LLC | 1 | 1 | 2.73% | 2.73% | 2.73% | Q1 2018 | Q1 2018 | 1 |
Ellenbecker Investment Group | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
Scarborough Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own POWERSHARES QQQ TRUST or have owned POWERSHARES QQQ TRUST in the past.