SPDR GOLD TRUST GOLD SHS ETF shareholder history

Current and past SPDR GOLD TRUST GOLD SHS ETF shareholders
Period Weighting Quarter
CompanyLongestShortestMin.Avg.Max.FirstLatest↓ Count
GOLDMAN SACHS GROUP INC 3640.02%0.29%3.66%Q1 2012Q1 2022120
CITIGROUP INC 36360.01%0.58%2.62%Q2 2013Q1 2022108
ROYAL BANK OF CANADA 36360.00%0.12%0.62%Q2 2013Q1 2022107
SUSQUEHANNA INTERNATIONAL GROUP, LLP 36360.00%0.21%1.36%Q2 2013Q1 2022105
BANK OF AMERICA CORP /DE/ 36360.00%0.14%0.68%Q2 2013Q1 2022104
Parallax Volatility Advisers, L.P. 3320.00%0.38%3.27%Q2 2013Q1 2022103
CREDIT SUISSE AG/ 37370.00%0.23%2.11%Q1 2013Q1 2022103
Jefferies Group LLC 36360.00%0.32%2.67%Q2 2013Q1 202295
BNP PARIBAS ARBITRAGE, SA 36360.00%0.15%2.76%Q2 2013Q1 202291
Walleye Trading LLC 36360.00%0.15%1.27%Q2 2013Q1 202288
BARCLAYS PLC 36360.00%0.24%0.88%Q2 2013Q1 202288
UBS Group AG 29290.00%0.22%1.27%Q4 2014Q4 202187
NOMURA HOLDINGS INC 20170.00%0.31%2.58%Q4 2012Q1 202286
JANE STREET GROUP, LLC 32320.00%0.24%1.86%Q1 2014Q4 202185
WELLS FARGO & COMPANY/MN 36360.00%0.05%0.33%Q2 2013Q1 202285
HSBC HOLDINGS PLC 41410.00%0.07%0.34%Q1 2012Q1 202284
BANK OF MONTREAL /CAN/ 36360.00%0.04%0.24%Q2 2013Q1 202284
WOLVERINE ASSET MANAGEMENT LLC 36360.00%0.09%0.62%Q2 2013Q1 202278
Cutler Group LP 26260.00%0.29%2.34%Q4 2015Q1 202277
DRW Securities, LLC 3110.01%12.38%50.62%Q3 2013Q1 202276
Creative Planning 36360.00%0.02%0.12%Q2 2013Q1 202274
Citadel Advisors 2840.00%0.26%1.31%Q1 2014Q1 202273
Twin Tree Management, LP 2270.00%0.81%5.43%Q1 2014Q1 202267
Paloma Partners Management Co 2960.00%1.05%8.38%Q2 2013Q1 202267
MILLENNIUM MANAGEMENT LLC 36360.00%0.06%0.22%Q2 2013Q1 202265
PRELUDE CAPITAL MANAGEMENT, LLC 2530.00%0.31%1.46%Q1 2013Q1 202264
HAP Trading, LLC 2930.00%0.08%0.90%Q2 2013Q1 202262
Jump Trading, LLC 1490.01%0.94%10.82%Q2 2013Q1 201960
HighTower Advisors, LLC 36360.00%0.29%1.17%Q2 2013Q1 202258
HUNTINGTON NATIONAL BANK 53530.02%0.29%0.85%Q1 2009Q1 202258
CAPSTONE INVESTMENT ADVISORS, LLC 1210.00%0.84%6.53%Q2 2013Q4 202157
BlackRock Inc. 36360.00%0.03%0.22%Q2 2013Q1 202254
WS MANAGEMENT LLLP 36360.32%4.71%39.74%Q2 2013Q1 202254
Rehmann Capital Advisory Group 4390.14%0.99%4.15%Q1 2009Q1 202252
Mirae Asset Global Investments Co., Ltd. 36150.03%0.55%3.21%Q4 2008Q1 202251
SUN VALLEY GOLD LLC 1630.53%39.96%90.03%Q1 2013Q3 202150
Goldstein Munger & Associates 49490.39%2.92%5.20%Q4 2009Q4 202149
INTEGRAL DERIVATIVES, LLC 18180.00%0.07%0.38%Q4 2013Q1 201847
MUFG Americas Holdings Corp 46460.04%0.13%0.33%Q4 2010Q1 202246
WOLVERINE TRADING, LLC 410.00%0.49%2.26%Q2 2016Q1 202245
TRUIST FINANCIAL CORP 37370.00%0.13%0.49%Q2 2013Q2 202244
Spot Trading L.L.C 16160.00%0.19%1.34%Q2 2013Q1 201744
ArrowMark Colorado Holdings LLC 36360.19%0.67%6.40%Q2 2013Q1 202243
BENJAMIN F. EDWARDS & COMPANY, INC. 36360.00%0.25%1.46%Q2 2013Q1 202242
SNS Financial Group, LLC 21150.00%0.38%3.59%Q1 2013Q2 202242
SCOTIA CAPITAL INC. 36360.02%0.10%0.28%Q2 2013Q1 202242
Narwhal Capital Management 25100.26%0.90%1.70%Q2 2013Q1 202242
Zhang Financial LLC 42420.06%0.18%0.30%Q1 2012Q2 202242
CIBC WORLD MARKET INC. 36360.00%0.08%0.31%Q2 2013Q1 202241
First Horizon Advisors, Inc. 40400.00%0.06%0.74%Q1 2012Q4 202140
COURAGE CAPITAL MANAGEMENT LLC 36360.23%3.41%29.99%Q2 2013Q1 202240
Raymond James Financial Services Advisors, Inc. 22130.00%0.27%0.82%Q2 2013Q1 202240
Bank of New York Mellon Corp 37370.00%0.02%0.06%Q1 2013Q1 202240
MCF Advisors LLC 40400.00%0.03%0.10%Q4 2011Q3 202140
Plante Moran Financial Advisors, LLC 36360.04%4.09%46.62%Q2 2013Q1 202239
Bach Option Ltd 17170.21%2.19%12.52%Q4 2015Q4 201939
SIGNATUREFD, LLC 2310.00%0.05%0.20%Q2 2013Q1 202239
Joel Isaacson & Co., LLC 39390.03%0.15%0.34%Q4 2012Q2 202239
MARSHALL WACE, LLP 1610.00%0.30%1.81%Q1 2016Q1 202238
Veritable, L.P. 38380.03%0.09%0.65%Q4 2012Q1 202238
WELLINGTON MANAGEMENT GROUP LLP 36360.00%0.02%0.06%Q2 2013Q1 202238
KEYBANK NATIONAL ASSOCIATION/OH 38380.06%0.12%0.26%Q4 2012Q1 202238
TORONTO DOMINION BANK 37370.00%2.39%28.11%Q1 2013Q1 202238
TRUST CO OF VERMONT 37370.04%0.06%0.14%Q2 2013Q2 202237
Financial Management Professionals, Inc. 37370.01%0.03%0.06%Q2 2013Q2 202237
Segment Wealth Management, LLC 37370.29%0.80%2.55%Q2 2013Q2 202237
Kingsview Wealth Management, LLC 20200.00%0.34%1.21%Q1 2017Q4 202137
STERLING INVESTMENT MANAGEMENT, LLC 37370.91%3.18%7.78%Q2 2013Q2 202237
ROTHSCHILD INVESTMENT CORP /IL 37370.03%0.06%0.13%Q2 2013Q2 202237
MENLO ADVISORS LLC 37372.42%4.46%7.93%Q2 2013Q2 202237
Baker Ellis Asset Management LLC 37370.29%0.50%0.92%Q2 2013Q2 202237
North Star Investment Management Corp. 37370.02%0.25%0.95%Q2 2013Q2 202237
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 36360.00%0.51%3.29%Q2 2013Q1 202237
Capital Analysts, LLC 37370.00%0.53%2.42%Q4 2012Q4 202137
THOMPSON SIEGEL & WALMSLEY LLC 37370.00%0.02%0.04%Q2 2013Q2 202237
RAYMOND JAMES & ASSOCIATES 36360.00%0.12%0.21%Q2 2013Q1 202237
Financial Architects, Inc 36360.01%0.40%1.14%Q2 2013Q1 202237
Paulson & Co. 3410.07%7.16%13.32%Q2 2013Q1 202237
INVERNESS COUNSEL LLC /NY/ 37370.03%0.07%0.15%Q2 2013Q2 202237
Vigilant Capital Management, LLC 37370.65%1.13%2.30%Q2 2013Q2 202237
GUGGENHEIM CAPITAL LLC 36360.01%0.05%0.18%Q2 2013Q1 202237
Ancora Advisors, LLC 36360.03%0.43%0.96%Q2 2013Q1 202237
COMMERCE BANK 37370.01%0.06%0.57%Q1 2013Q1 202237
Timber Creek Capital Management LLC 37370.15%0.50%4.75%Q2 2013Q2 202237
M&R CAPITAL MANAGEMENT INC 37370.08%0.18%0.41%Q2 2013Q2 202237
BEESE FULMER INVESTMENT MANAGEMENT, INC. 37370.07%0.11%0.19%Q2 2013Q2 202237
Oppenheimer & Close, LLC 3613.98%10.01%15.17%Q3 2012Q2 202237
DAVENPORT & Co LLC 37370.01%0.05%0.29%Q2 2013Q2 202237
Cambridge Investment Research Advisors, Inc. 37370.19%0.47%0.99%Q2 2013Q2 202237
Private Harbour Investment Management & Counsel, LLC 37371.23%1.76%3.72%Q2 2013Q2 202237
MACROVIEW INVESTMENT MANAGEMENT LLC 37373.36%8.18%16.57%Q2 2013Q2 202237
BROWN BROTHERS HARRIMAN & CO 37370.00%0.01%0.03%Q1 2013Q1 202237
Hanson & Doremus Investment Management 37370.03%0.31%0.53%Q2 2013Q2 202237
BRYN MAWR TRUST Co 37370.07%0.12%0.18%Q1 2013Q1 202237
GOFEN & GLOSSBERG LLC /IL/ 37370.02%0.05%0.12%Q2 2013Q2 202237
Sandy Spring Bank 37370.00%0.02%0.12%Q2 2013Q2 202237
Carnegie Capital Asset Management, LLC 37370.02%0.11%0.26%Q2 2013Q2 202237
JNBA Financial Advisors 37370.02%0.05%0.14%Q2 2013Q2 202237
Gradient Investments LLC 37370.01%0.03%0.13%Q2 2013Q2 202237
Allworth Financial LP 37370.02%0.15%0.53%Q2 2013Q2 202237
PEAK6 Group LLC 15150.00%0.06%0.25%Q2 2013Q4 201637
CARRET ASSET MANAGEMENT, LLC 37370.12%0.19%0.53%Q1 2013Q1 202237
WEATHERLY ASSET MANAGEMENT L. P. 37370.14%0.33%0.88%Q2 2013Q2 202237
WEDBUSH SECURITIES INC 37370.14%0.30%0.86%Q2 2013Q2 202237
Clear Harbor Asset Management, LLC 37370.02%0.19%0.70%Q2 2013Q2 202237
RAYMOND JAMES TRUST N.A. 37370.03%0.06%0.15%Q2 2013Q2 202237
CENTRAL BANK & TRUST CO 37370.01%0.02%0.08%Q2 2013Q2 202237
ADIRONDACK TRUST CO 37370.08%0.20%0.82%Q2 2013Q2 202237
US BANCORP \DE\ 36360.00%0.17%0.39%Q2 2013Q1 202237
Wallington Asset Management, LLC 37371.52%2.50%4.03%Q2 2013Q2 202237
New England Private Wealth Advisors LLC 37370.10%0.27%1.26%Q4 2012Q4 202137
Edge Wealth Management LLC 37370.01%0.11%0.50%Q2 2013Q2 202237
Cetera Advisor Networks LLC 37370.40%0.68%1.98%Q1 2013Q1 202237
Nadler Financial Group, Inc. 37370.26%0.91%2.04%Q2 2013Q2 202237
BALDWIN BROTHERS LLC/MA 37370.69%1.31%2.76%Q2 2013Q2 202237
GFS Advisors, LLC 37370.10%1.18%3.10%Q2 2013Q2 202237
PINNACLE ASSOCIATES LTD 36360.02%0.04%0.06%Q2 2013Q1 202236
BANK OF THE WEST 36360.06%0.94%3.15%Q2 2013Q1 202236
NORTHERN TRUST CORP 36360.01%0.02%0.08%Q2 2013Q1 202236
FineMark National Bank & Trust 36360.05%0.10%0.21%Q2 2013Q1 202236
PNC FINANCIAL SERVICES GROUP, INC. 36360.03%0.07%0.15%Q2 2013Q1 202236
FIRST MANHATTAN CO 36360.01%0.02%0.04%Q2 2013Q1 202236
SEGALL BRYANT & HAMILL, LLC 3510.35%0.50%0.94%Q1 2013Q1 202236
ARROW FINANCIAL CORP 36360.00%0.01%0.07%Q2 2013Q1 202236
Horrell Capital Management, Inc. 36360.03%0.11%0.18%Q2 2013Q1 202236
ENVESTNET ASSET MANAGEMENT INC 36360.01%0.10%0.22%Q2 2013Q1 202236
Jaffetilchin Investment Partners, LLC 36360.11%1.53%2.92%Q2 2013Q1 202236
HBK Sorce Advisory LLC 36360.07%0.12%0.22%Q2 2013Q1 202236
Apriem Advisors 36360.04%0.07%0.12%Q2 2013Q1 202236
People's United Financial, Inc. 36360.00%0.32%0.82%Q2 2013Q1 202236
LPL Financial LLC 36360.10%0.32%0.76%Q2 2013Q1 202236
TWIN FOCUS CAPITAL PARTNERS, LLC 36362.90%8.62%20.45%Q2 2013Q1 202236
Spears Abacus Advisors LLC 36360.06%0.18%0.63%Q2 2013Q1 202236
KINGS POINT CAPITAL MANAGEMENT 36360.01%0.17%2.54%Q2 2013Q1 202236
Busey Wealth Management 36360.03%0.07%0.14%Q2 2013Q1 202236
Mariner, LLC 36360.03%0.17%0.58%Q2 2013Q1 202236
AMG National Trust Bank 36360.31%1.00%1.82%Q2 2013Q1 202236
American Investment Services, Inc. 36360.11%0.49%1.07%Q2 2013Q1 202236
PALLADIUM PARTNERS LLC 36360.05%0.07%0.10%Q2 2013Q1 202236
CLIFFORD SWAN INVESTMENT COUNSEL LLC 36360.03%0.18%0.49%Q2 2013Q1 202236
STATE STREET CORP 36360.00%0.01%0.03%Q2 2013Q1 202236
SCHWARTZ INVESTMENT COUNSEL INC 36360.15%0.22%0.57%Q2 2013Q1 202236
LEVIN CAPITAL STRATEGIES, L.P. 36360.08%0.48%1.94%Q2 2013Q1 202236
PATTEN & PATTEN INC/TN 36360.04%0.27%1.18%Q2 2013Q1 202236
Benin Management CORP 36360.13%0.52%1.29%Q2 2013Q1 202236
BLAIR WILLIAM & CO/IL 36360.01%0.05%0.16%Q2 2013Q1 202236
Legacy Private Trust Co. 36360.02%0.06%0.27%Q3 2013Q2 202236
Manchester Capital Management LLC 36360.04%0.37%2.03%Q2 2013Q1 202236
BOSTON FINANCIAL MANGEMENT LLC 36360.02%0.10%0.38%Q2 2013Q1 202236
COMERICA BANK 36360.02%0.08%0.30%Q2 2013Q1 202236
BESSEMER GROUP INC 36360.00%0.03%0.36%Q2 2013Q1 202236
BBR PARTNERS, LLC 36360.05%0.14%0.47%Q2 2013Q1 202236
UNITED CAPITAL FINANCIAL ADVISERS, LLC 36360.02%0.17%0.49%Q2 2013Q1 202236
Rathbones Group PLC 36360.08%0.37%0.72%Q2 2013Q1 202236
National Asset Management, Inc. 36360.11%0.41%1.15%Q2 2013Q1 202236
MURPHY CAPITAL MANAGEMENT INC 26100.04%0.28%0.98%Q2 2013Q2 202236
MORGAN STANLEY 36360.12%0.27%0.49%Q2 2013Q1 202236
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 36360.10%0.16%0.23%Q2 2013Q1 202236
NORTH STAR ASSET MANAGEMENT INC 36360.16%0.28%0.60%Q2 2013Q1 202236
Neuberger Berman Group LLC 36360.00%0.04%0.25%Q2 2013Q1 202236
ClearBridge Investments 36360.00%0.00%0.00%Q2 2013Q1 202236
ACG Wealth 3510.04%0.17%1.21%Q2 2013Q2 202236
Brown Advisory Securities, LLC 36360.05%0.13%0.26%Q2 2013Q1 202236
Johnson Financial Group, Inc. 36360.01%0.02%0.04%Q2 2013Q1 202236
WMS Partners, LLC 36360.09%2.71%7.02%Q2 2013Q1 202236
BECK MACK & OLIVER LLC 36360.04%0.06%0.11%Q2 2013Q1 202236
Texas Yale Capital Corp. 36360.18%0.33%1.05%Q2 2013Q1 202236
Evercore Wealth Management, LLC 36360.04%0.38%1.72%Q2 2013Q1 202236
Richard C. Young & CO., LTD. 36363.31%6.55%9.61%Q2 2013Q1 202236
TCTC Holdings, LLC 36360.02%0.10%0.25%Q2 2013Q1 202236
Bragg Financial Advisors, Inc 36360.03%0.14%0.46%Q2 2013Q1 202236
Violich Capital Management, Inc. 36360.23%0.90%2.34%Q2 2013Q1 202236
D.A. DAVIDSON & CO. 36360.03%0.07%0.14%Q2 2013Q1 202236
ARISTEIA CAPITAL LLC 29290.01%1.84%7.50%Q1 2015Q1 202236
First Eagle Investment Management, LLC 36361.00%1.62%2.35%Q2 2013Q1 202236
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA 36360.00%0.03%0.10%Q2 2013Q1 202236
CABOT WEALTH MANAGEMENT INC 36360.54%1.24%2.94%Q2 2013Q1 202236
S&CO INC 36360.29%0.75%2.14%Q2 2013Q1 202236
Wellington Shields Capital Management, LLC 36360.05%0.27%4.98%Q2 2013Q1 202236
BOK Financial Private Wealth, Inc. 36360.03%0.11%0.52%Q2 2013Q1 202236
David R. Rahn & Associates Inc. 36361.20%4.17%8.65%Q2 2013Q1 202236
PATHSTONE FAMILY OFFICE, LLC 21140.00%0.07%0.26%Q2 2013Q1 202236
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 36360.10%0.34%0.90%Q2 2013Q1 202236
SFMG, LLC 36360.14%0.68%3.66%Q2 2013Q1 202236
Global Endowment Management, LP 36360.06%0.31%0.52%Q2 2013Q1 202236
NEW ENGLAND ASSET MANAGEMENT INC 36360.02%0.08%0.43%Q2 2013Q1 202236
FIRST FOUNDATION ADVISORS 36360.01%0.09%0.48%Q2 2013Q1 202236
MOTCO 36360.70%1.05%1.76%Q2 2013Q1 202236
SCS Capital Management LLC 36360.18%3.11%32.61%Q2 2013Q1 202236
Financial Advantage, Inc. 36367.22%8.82%11.24%Q2 2013Q1 202236
PENINSULA ASSET MANAGEMENT INC 36360.15%0.20%0.29%Q2 2013Q1 202236
GOULD ASSET MANAGEMENT LLC /CA/ 36360.60%1.40%5.76%Q2 2013Q1 202236
Highlander Capital Management, LLC 36360.04%0.06%0.09%Q2 2013Q1 202236
Skylands Capital, LLC 36360.02%0.30%1.36%Q2 2013Q1 202236
Haverford Trust Co 36360.02%0.03%0.06%Q2 2013Q1 202236
REGIONS FINANCIAL CORP 36360.01%0.03%0.10%Q2 2013Q1 202236
Gruss & Co., LLC 36361.42%8.70%16.07%Q2 2013Q1 202236
STALEY CAPITAL ADVISERS INC 36361.16%1.78%2.40%Q2 2013Q1 202236
SYNOVUS FINANCIAL CORP 36360.04%0.58%2.09%Q2 2013Q1 202236
FIRST NATIONAL TRUST CO 36360.03%1.54%7.26%Q2 2013Q1 202236
Cetera Advisors LLC 36360.14%0.44%0.96%Q2 2013Q1 202236
KCM INVESTMENT ADVISORS LLC 36360.04%0.08%0.14%Q2 2013Q1 202236
MONTAG A & ASSOCIATES INC 36360.16%0.29%1.05%Q2 2013Q1 202236
JPMORGAN CHASE & CO 36360.02%0.07%0.32%Q2 2013Q1 202236
Corsair Capital Management 36360.12%0.23%0.74%Q2 2013Q1 202236
KING LUTHER CAPITAL MANAGEMENT CORP 36360.01%0.02%0.04%Q2 2013Q1 202236
OPPENHEIMER & CO INC 36360.14%0.35%0.48%Q2 2013Q1 202236
ALESCO ADVISORS LLC 36360.01%0.09%0.21%Q2 2013Q1 202236
AMERIPRISE FINANCIAL INC 36360.00%0.04%0.12%Q2 2013Q1 202236
Hilltop Holdings Inc. 36360.10%0.88%3.65%Q2 2013Q1 202236
WHITTIER TRUST CO OF NEVADA INC 36360.02%0.05%0.15%Q2 2013Q1 202236
FARMERS & MERCHANTS INVESTMENTS INC 36360.02%0.13%0.34%Q2 2013Q1 202236
GRAYBILL BARTZ & ASSOC LTD 36360.15%0.21%0.29%Q2 2013Q1 202236
MANUFACTURERS LIFE INSURANCE COMPANY, THE 36360.00%0.02%0.06%Q2 2013Q1 202236
GLENMEDE TRUST CO NA 36360.04%0.09%0.19%Q2 2013Q1 202236
ATRIA INVESTMENTS LLC 36360.05%0.20%0.91%Q2 2013Q1 202236
THRIVENT FINANCIAL FOR LUTHERANS 36360.02%0.06%0.21%Q2 2013Q1 202236
TEACHER RETIREMENT SYSTEM OF TEXAS 36360.11%0.28%0.57%Q2 2013Q1 202236
FMR LLC 36360.00%0.02%0.10%Q2 2013Q1 202236
Madden Advisory Services, Inc. 36360.17%0.29%0.63%Q2 2013Q1 202236
AUGUSTINE ASSET MANAGEMENT INC 36361.74%3.99%7.14%Q2 2013Q1 202236
ASSOCIATED BANC-CORP 36360.11%0.17%0.25%Q2 2013Q1 202236
FIDUCIARY TRUST CO 36360.14%1.23%4.68%Q2 2013Q1 202236
Modera Wealth Management, LLC 36360.04%0.20%0.85%Q2 2013Q1 202236
FIFTH THIRD BANCORP 36360.05%0.27%1.20%Q2 2013Q1 202236
1ST SOURCE BANK 36360.02%0.06%0.19%Q2 2013Q1 202236
Kistler-Tiffany Companies, LLC 36360.17%0.55%1.38%Q2 2013Q1 202236
LAZARD ASSET MANAGEMENT LLC 36360.02%0.15%0.48%Q2 2013Q1 202236
M&T BANK CORP 36360.04%0.10%0.97%Q2 2013Q1 202236
FRANKLIN RESOURCES INC 36360.00%0.01%0.11%Q2 2013Q1 202236
STEPHENS INC /AR/ 36360.04%0.10%0.28%Q2 2013Q1 202236
HUSSMAN STRATEGIC ADVISORS, INC. 36360.02%0.30%1.25%Q2 2013Q1 202236
CULLEN/FROST BANKERS, INC. 36360.04%0.08%0.15%Q2 2013Q1 202236
HYMAN CHARLES D 36360.26%0.57%1.42%Q2 2013Q1 202236
CENTRAL TRUST Co 36360.29%0.75%1.98%Q2 2013Q1 202236
WHITTIER TRUST CO 36360.02%0.07%0.20%Q2 2013Q1 202236
Nokomis Capital, L.L.C. 36360.25%0.48%1.11%Q2 2013Q1 202236
STOCK YARDS BANK & TRUST CO 36360.06%0.16%0.52%Q2 2013Q1 202236
ORLEANS CAPITAL MANAGEMENT CORP/LA 2780.29%0.53%1.86%Q2 2013Q1 202235
Carroll Financial Associates, Inc. 35350.00%0.04%0.09%Q2 2013Q4 202135
CAPTRUST FINANCIAL ADVISORS 23120.03%0.24%0.54%Q2 2013Q1 202235
WASHINGTON TRUST Co 2690.02%0.05%0.09%Q2 2013Q1 202235
DELTA ASSET MANAGEMENT LLC/TN 35350.01%0.02%0.04%Q2 2013Q4 202135
BAILARD, INC. 25100.02%1.57%7.48%Q2 2013Q1 202235
Tradewinds Capital Management, LLC 35350.03%0.12%0.20%Q4 2013Q2 202235
Cordasco Financial Network 35350.11%0.18%0.28%Q4 2013Q2 202235
Interactive Financial Advisors 35350.00%2.26%5.22%Q3 2013Q1 202235
COBALT CAPITAL MANAGEMENT, INC. 25103.11%10.28%27.77%Q2 2013Q1 202235
Glovista Investments LLC 35350.06%0.56%1.60%Q2 2013Q4 202135
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 35350.01%0.03%0.10%Q2 2013Q4 202135
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 34340.00%6.40%13.53%Q4 2013Q1 202235
Hartford Financial Management Inc. 2050.10%0.18%0.32%Q2 2013Q2 202235
M. Kraus & Co 35350.30%0.55%1.17%Q4 2013Q2 202235
ROANOKE ASSET MANAGEMENT CORP/ NY 35350.12%0.25%0.46%Q3 2013Q1 202235
OARSMAN CAPITAL, INC. 35350.18%1.01%4.07%Q2 2013Q4 202135
ICONIQ Capital, LLC 3410.26%13.40%48.95%Q1 2013Q4 202135
VICUS CAPITAL 35350.07%0.98%4.66%Q2 2013Q4 202135
Regis Management CO LLC 2870.03%1.39%9.43%Q1 2013Q1 202235
Newman Dignan & Sheerar, Inc. 35350.03%0.62%1.15%Q2 2013Q4 202135
HOWE & RUSLING INC 3230.00%0.05%0.42%Q2 2013Q1 202235
Hudock, Inc. 35350.08%0.31%1.10%Q2 2013Q4 202135
Chevy Chase Trust Holdings, Inc. 35350.00%0.01%0.10%Q3 2013Q1 202235
PARSONS CAPITAL MANAGEMENT INC/RI 35350.14%0.26%0.55%Q2 2013Q4 202135
Country Club Trust Company, n.a. 35350.05%0.17%0.76%Q2 2013Q4 202135
Altavista Wealth Management, Inc. 35350.87%1.31%1.70%Q2 2013Q4 202135
LS Investment Advisors, LLC 25100.01%0.11%0.62%Q2 2013Q1 202235
FIRST MIDWEST BANK TRUST DIVISION 35350.07%0.37%1.58%Q2 2013Q4 202135
OPTIMUM INVESTMENT ADVISORS 2670.00%0.35%0.92%Q3 2013Q2 202235
Colonial Trust Advisors 35350.20%0.51%1.51%Q2 2013Q4 202135
Strategic Financial Services, Inc, 2780.93%2.13%3.69%Q2 2013Q1 202235
PINNACLE FINANCIAL PARTNERS INC 2690.03%0.22%0.84%Q2 2013Q1 202235
Capital Investment Advisors, LLC 35350.05%0.08%0.14%Q4 2013Q2 202235
Virtu Financial LLC 1110.01%2.40%15.05%Q2 2013Q1 202235
E&G Advisors, LP 35350.13%0.52%1.06%Q4 2013Q2 202235
EATON VANCE MANAGEMENT 3050.00%0.01%0.02%Q2 2013Q1 202235
CITY HOLDING CO 35350.04%0.06%0.09%Q4 2013Q2 202235
Transamerica Financial Advisors, Inc. 35350.09%0.21%0.54%Q2 2013Q4 202135
Daiwa Securities Group Inc. 35350.00%0.01%0.02%Q3 2013Q1 202235
FAIRFIELD, BUSH & CO. 3320.03%0.21%0.60%Q2 2013Q1 202235
DEUTSCHE BANK AG\ 1760.00%0.01%0.14%Q3 2013Q1 202235
Diversified Trust Co 3110.01%0.03%0.09%Q2 2013Q2 202235
Prospera Financial Services Inc 23120.07%0.27%1.45%Q2 2013Q1 202235
LBMC INVESTMENT ADVISORS, LLC 22130.04%0.16%0.34%Q2 2013Q2 202235
Tarbox Family Office, Inc. 35350.08%0.14%0.24%Q4 2013Q2 202235
Sumitomo Mitsui Trust Holdings, Inc. 35350.01%0.14%0.39%Q3 2013Q1 202235
ASSETMARK, INC 35350.00%0.21%1.65%Q3 2013Q1 202235
AlphaMark Advisors, LLC 3410.00%0.02%0.15%Q2 2013Q1 202235
BRADLEY FOSTER & SARGENT INC/CT 2870.40%0.87%1.58%Q2 2013Q1 202235
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 22130.08%0.22%0.81%Q2 2013Q1 202235
W.G. Shaheen & Associates DBA Whitney & Co 35350.05%0.17%0.59%Q2 2013Q4 202135
Private Advisor Group, LLC 35350.08%0.41%0.87%Q4 2013Q2 202235
AMERICAN ASSET MANAGEMENT INC. 2811.66%19.24%47.84%Q2 2013Q2 202235
CUTLER INVESTMENT COUNSEL LLC 3130.05%0.10%0.14%Q2 2013Q2 202234
MASSMUTUAL TRUST CO FSB/ADV 23110.00%0.02%0.52%Q4 2013Q2 202234
Brinker Capital Investments, LLC 2770.00%0.00%0.04%Q2 2013Q1 202234
Kovack Advisors, Inc. 2410.00%1.06%10.01%Q3 2012Q4 202134
First City Capital Management, Inc. 1630.10%0.22%0.36%Q2 2013Q2 202234
BOKF, NA 2430.01%0.03%0.10%Q2 2013Q1 202234
Ionic Capital Management LLC 1210.00%0.95%5.45%Q2 2013Q1 202234
ENTERPRISE FINANCIAL SERVICES CORP 34340.01%0.05%0.10%Q2 2013Q3 202134
KANAWHA CAPITAL MANAGEMENT LLC 2520.03%0.05%0.10%Q2 2013Q1 202234
BINGHAM OSBORN & SCARBOROUGH LLC 34340.48%0.82%1.73%Q2 2013Q3 202134
LINCOLN NATIONAL CORP 34340.03%0.16%0.31%Q4 2013Q1 202234
SMITH, MOORE & CO. 34340.36%0.85%1.74%Q4 2013Q1 202234
CAXTON ASSOCIATES LP 730.01%4.54%44.43%Q4 2014Q1 202234
DUNCKER STREETT & CO INC 2590.04%0.05%0.08%Q2 2013Q4 202134
Janney Montgomery Scott LLC 23110.03%0.11%0.26%Q3 2013Q1 202234
Lesa Sroufe & Co 2130.14%0.22%0.42%Q2 2013Q1 202234
Focused Wealth Management, Inc 34340.01%0.07%0.19%Q3 2013Q4 202134
HARVARD MANAGEMENT CO INC 34340.09%1.27%8.65%Q2 2013Q3 202134
Brookstone Capital Management 2680.02%0.68%1.94%Q4 2013Q2 202234
SHIKIAR ASSET MANAGEMENT INC 21130.10%0.66%2.49%Q2 2013Q2 202234
TCI Wealth Advisors, Inc. 2580.00%0.06%0.17%Q1 2014Q2 202234
NOMURA ASSET MANAGEMENT CO LTD 2140.00%0.16%0.42%Q2 2013Q1 202234
SG Americas Securities, LLC 1830.00%0.58%3.60%Q2 2013Q1 202234
McCutchen Group LLC 3310.17%0.66%1.57%Q2 2013Q1 202234
EFG Asset Management (Americas) Corp. 20140.14%1.25%5.73%Q4 2013Q2 202234
First Allied Advisory Services, Inc. 30300.00%0.22%0.86%Q2 2013Q3 202034
Financial Advisory Group 17170.06%0.12%0.27%Q2 2013Q1 202234
BANQUE PICTET & CIE SA 34340.06%0.47%2.72%Q4 2013Q1 202234
West Oak Capital, LLC 18160.02%0.06%0.15%Q2 2013Q2 202234
TWO SIGMA SECURITIES, LLC 910.01%0.16%0.73%Q4 2014Q4 202134
Pekin Hardy Strauss, Inc. 3020.00%0.50%1.21%Q1 2013Q3 202134
HANCOCK WHITNEY CORP 21130.01%0.03%0.09%Q2 2013Q1 202234
QCI ASSET MANAGEMENT INC/NY 34340.00%0.34%2.44%Q2 2013Q3 202134
Callahan Advisors, LLC 24100.04%0.07%0.12%Q2 2013Q1 202234
Advisory Services Network, LLC 21120.00%0.28%0.72%Q4 2013Q1 202233
IPG Investment Advisors LLC 33330.38%1.64%4.50%Q4 2013Q4 202133
Pictet North America Advisors SA 33330.74%2.74%6.13%Q4 2013Q4 202133
SCHNIEDERS CAPITAL MANAGEMENT LLC 33330.14%0.26%0.60%Q4 2013Q4 202133
Addison Capital Co 33330.41%0.56%0.91%Q2 2014Q2 202233
Moors & Cabot, Inc. 32320.00%0.43%0.80%Q1 2014Q4 202133
Capital Advisors, Ltd. LLC 33330.09%0.14%0.22%Q4 2013Q4 202133
Financial Advisory Service, Inc. 33330.10%0.34%0.94%Q4 2013Q4 202133
BlueCrest Capital Management Ltd 810.02%0.93%6.92%Q3 2014Q4 202133
Blue Fin Capital, Inc. 33331.42%2.22%3.48%Q4 2013Q4 202133
Bellecapital International Ltd. 33331.12%1.98%2.77%Q4 2013Q4 202133
TIEMANN INVESTMENT ADVISORS, LLC 33330.35%0.65%1.19%Q4 2013Q4 202133
ATWOOD & PALMER INC 33330.00%0.02%0.04%Q2 2014Q2 202233
Stratos Wealth Partners, LTD. 33330.09%0.25%1.05%Q2 2014Q2 202233
LVM CAPITAL MANAGEMENT LTD/MI 21120.04%0.16%0.53%Q2 2013Q2 202233
TOCQUEVILLE ASSET MANAGEMENT L.P. 3010.08%0.15%0.46%Q2 2013Q1 202233
Blume Capital Management, Inc. 33330.02%0.07%0.16%Q4 2013Q4 202133
Sequoia Financial Advisors, LLC 33330.17%0.73%3.33%Q2 2014Q2 202233
Cowen Prime Services LLC 33330.00%0.01%0.02%Q2 2013Q2 202133
PRICE T ROWE ASSOCIATES INC /MD/ 33330.00%0.00%0.00%Q2 2013Q2 202133
STIFEL FINANCIAL CORP 33330.06%0.17%0.32%Q1 2014Q1 202233
OLD NATIONAL BANCORP /IN/ 3210.03%0.04%0.08%Q2 2013Q1 202233
COUNTRY TRUST BANK 33330.00%0.00%0.01%Q2 2014Q2 202233
FIRST MERCANTILE TRUST CO 2670.14%0.40%0.95%Q2 2013Q3 202133
Oakworth Capital, Inc. 33330.76%1.12%1.81%Q4 2013Q4 202133
Fort Point Capital Partners LLC 33330.09%0.63%1.49%Q4 2013Q4 202133
Verition Fund Management LLC 910.00%0.38%3.28%Q4 2013Q1 202233
Sterneck Capital Management, LLC 2580.14%0.46%1.23%Q2 2013Q1 202233
HAMEL ASSOCIATES, INC. 33330.10%0.96%2.41%Q4 2013Q4 202133
TD ASSET MANAGEMENT INC 3110.01%0.13%0.95%Q2 2013Q1 202232
CI INVESTMENTS INC. 3110.00%2.71%13.54%Q3 2013Q1 202232
LUCAS CAPITAL MANAGEMENT 32321.04%1.82%2.85%Q1 2013Q4 202032
COLONY GROUP LLC 1620.00%0.67%4.29%Q2 2013Q1 202232
Invesco Ltd. 31310.00%0.01%0.02%Q2 2013Q4 202032
EP Wealth Advisors, LLC 2010.02%0.13%0.51%Q3 2013Q1 202232
CIBC Private Wealth Group, LLC 2570.01%0.03%0.06%Q1 2014Q1 202232
ACCOUNT MANAGEMENT LLC 3020.62%2.11%5.04%Q2 2013Q1 202232
BURNS J W & CO INC/NY 2390.05%0.11%0.34%Q2 2013Q2 202232
ArchPoint Investors 32320.02%1.24%2.66%Q2 2013Q1 202132
Rothschild & Co Wealth Management UK Ltd 32320.02%0.26%2.04%Q1 2014Q4 202132
Compagnie Lombard Odier SCmA 2750.01%0.05%0.22%Q4 2013Q4 202132
Nelson, Van Denburg & Campbell Wealth Management Group, LLC 32320.02%0.04%0.13%Q1 2014Q4 202132
BBVA USA Bancshares, Inc. 32320.13%0.19%0.32%Q2 2013Q1 202132
United Asset Strategies, Inc. 1820.49%1.87%3.68%Q2 2013Q1 202232
Regal Investment Advisors LLC 2710.14%0.35%0.79%Q2 2013Q4 202132
NWAM LLC 920.03%0.15%0.41%Q2 2012Q4 202132
CASTLEARK MANAGEMENT LLC 3010.08%0.48%2.99%Q3 2013Q1 202232
Ledyard National Bank 2390.00%0.01%0.04%Q2 2013Q2 202232
Covenant Multifamily Offices, LLC 32320.03%0.23%0.99%Q4 2013Q3 202132
CHOREO, LLC 32320.02%0.09%0.24%Q1 2014Q4 202132
Homrich & Berg 32320.04%0.06%0.09%Q4 2013Q3 202132
Kingfisher Capital LLC 32320.12%0.27%0.48%Q2 2014Q1 202232
DIXON HUBARD FEINOUR & BROWN INC/VA 2030.06%0.10%0.23%Q2 2013Q2 202232
CHATHAM CAPITAL GROUP, INC. 31310.06%0.08%0.10%Q3 2014Q1 202231
Marathon Trading Investment Management LLC 1210.02%0.81%5.33%Q4 2012Q3 202131
MEEDER ASSET MANAGEMENT INC 2920.00%0.01%0.02%Q2 2013Q4 202131
Fiera Capital Corp 31310.02%0.06%0.18%Q2 2013Q4 202031
Northside Capital Management, LLC 31310.15%0.59%1.32%Q4 2014Q2 202231
First Financial Bank - Trust Division 2470.04%0.13%1.34%Q4 2013Q2 202231
BANK OF NOVA SCOTIA 1110.00%0.19%0.90%Q1 2013Q1 202231
Bison Wealth, LLC 31310.21%0.60%1.67%Q4 2014Q2 202231
Patten Group, Inc. 31310.17%0.26%0.42%Q4 2014Q2 202231
NEXT Financial Group, Inc 31310.01%0.38%0.99%Q2 2014Q4 202131
D'Orazio & Associates, Inc. 2740.54%7.20%15.22%Q4 2013Q4 202131
Cambridge Advisors Inc. 31310.12%0.23%0.39%Q4 2014Q2 202231
TIEDEMANN ADVISORS, LLC 2320.12%1.03%5.62%Q2 2013Q1 202231
USCA RIA LLC 2830.05%0.37%0.76%Q2 2013Q2 202131
Beaumont Financial Partners, LLC 1560.02%0.11%0.25%Q2 2013Q1 202231
VALLEY NATIONAL ADVISERS INC 31310.01%0.02%0.04%Q4 2014Q2 202231
PEAPACK GLADSTONE FINANCIAL CORP 2510.01%0.05%0.21%Q2 2013Q1 202231
Squarepoint Ops LLC 1210.00%0.16%0.70%Q1 2017Q4 202131
MOODY LYNN & LIEBERSON, LLC 1480.04%1.84%4.70%Q2 2013Q1 202231
BOOTHBAY FUND MANAGEMENT, LLC 26260.01%0.12%1.38%Q3 2015Q4 202131
HERITAGE INVESTORS MANAGEMENT CORP 2370.01%0.02%0.06%Q2 2013Q1 202230
FCG ADVISORS, LLC 30300.26%0.51%1.06%Q2 2013Q3 202030
JFS WEALTH ADVISORS, LLC 2640.00%0.02%0.10%Q2 2014Q4 202130
Smith Affiliated Capital Corp. 30300.03%7.03%41.73%Q2 2010Q3 201730
NOTTINGHAM ADVISORS, INC. 2640.04%0.06%0.09%Q2 2013Q1 202230
NATIXIS 1730.00%0.24%1.48%Q2 2013Q1 202230
OLD SECOND NATIONAL BANK OF AURORA 30300.03%0.06%0.12%Q4 2014Q1 202230
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) 1820.04%0.54%2.22%Q2 2013Q2 202130
Stearns Financial Services Group 30300.04%0.12%0.23%Q2 2013Q3 202030
Northeast Financial Consultants Inc 30300.11%0.18%0.26%Q3 2014Q4 202130
Sigma Planning Corp 30300.18%0.54%1.48%Q4 2014Q1 202230
GM Advisory Group, Inc. 2310.26%2.69%8.35%Q4 2013Q4 202130
Garde Capital, Inc. 2460.06%0.10%0.14%Q2 2014Q4 202130
Chesley Taft & Associates LLC 2730.06%0.75%1.90%Q2 2013Q2 202230
PARAMETRIC PORTFOLIO ASSOCIATES LLC 1430.00%0.01%0.12%Q2 2013Q1 202230
Cranbrook Wealth Management, LLC 2910.22%1.25%1.65%Q4 2013Q4 202130
Bienville Capital Management, LLC 810.00%7.19%38.94%Q4 2014Q4 202130
M Holdings Securities, Inc. 2210.11%0.36%1.44%Q4 2013Q1 202229
Valmark Advisers, Inc. 1850.01%0.01%0.03%Q2 2013Q1 202229
WADE G W & INC 29290.21%0.45%1.50%Q1 2015Q1 202229
Winslow, Evans & Crocker, Inc. 29290.19%0.37%0.71%Q4 2013Q4 202029
MCRAE CAPITAL MANAGEMENT INC 2180.35%0.53%0.88%Q2 2013Q2 202229
CIBC Asset Management Inc 1240.01%0.12%0.62%Q3 2014Q4 202129
CWM, LLC 2420.01%0.14%0.83%Q3 2013Q1 202229
PARK NATIONAL CORP /OH/ 1450.01%0.02%0.03%Q2 2013Q2 202229
ASPIRIANT, LLC 1420.03%0.07%0.63%Q3 2014Q1 202229
SNOW CAPITAL MANAGEMENT LP 29290.01%0.03%0.09%Q2 2013Q2 202029
Pictet & Cie (Europe) SA 29290.06%0.32%1.16%Q1 2015Q1 202229
JAMES INVESTMENT RESEARCH INC 29290.02%0.20%0.77%Q2 2013Q2 202029
Atlas Brown,Inc. 29290.15%0.28%0.69%Q2 2015Q2 202229
DIKER MANAGEMENT LLC 2180.10%0.28%0.58%Q2 2013Q1 202229
Cassaday & Co Inc. 29290.00%11.37%90.02%Q4 2014Q4 202129
BARD ASSOCIATES INC 1730.09%0.12%0.20%Q2 2013Q1 202229
XR Securities LLC 17170.00%0.08%0.54%Q2 2018Q2 202229
Mathes Company, Inc. 2180.08%0.20%0.54%Q4 2013Q1 202229
GRIMES & COMPANY, INC. 29290.03%0.08%0.22%Q2 2015Q2 202229
Azimuth Capital Management LLC 1430.01%0.06%0.26%Q2 2013Q1 202229
AllSquare Wealth Management LLC 29290.00%0.01%0.02%Q4 2014Q4 202129
BRAVE ASSET MANAGEMENT INC 2030.00%2.10%10.71%Q4 2013Q2 202229
Endurance Wealth Management, Inc. 29290.01%0.02%0.03%Q2 2015Q2 202229
Essex Financial Services, Inc. 1710.07%0.38%1.16%Q2 2013Q1 202229
Community Bank, N.A. 29290.00%0.11%0.29%Q4 2014Q4 202129
CAMBRIDGE TRUST CO 2410.02%0.03%0.04%Q2 2013Q1 202229
CONDOR CAPITAL MANAGEMENT 2540.02%0.05%0.15%Q4 2014Q1 202229
Bray Capital Advisors 29290.36%0.78%1.85%Q4 2014Q4 202129
Fisher Asset Management, LLC 1610.00%0.00%0.00%Q2 2013Q1 202228
Swan Global Investments, LLC 28280.04%0.18%0.36%Q1 2015Q4 202128
Cypress Capital Management LLC (WY) 28280.02%0.23%0.51%Q4 2014Q3 202128
PRIO WEALTH LIMITED PARTNERSHIP 2530.01%0.06%0.57%Q2 2013Q4 202128
Allen Investment Management LLC 1160.02%0.07%0.28%Q2 2013Q1 202228
SIGMA INVESTMENT COUNSELORS INC 1350.02%0.04%0.07%Q2 2013Q2 202228
CPWM, LLC 1630.05%0.27%0.92%Q4 2011Q4 202128
Advisory Alpha, LLC 1720.00%0.37%3.06%Q4 2013Q2 202228
WEBSTER BANK, N. A. 2350.00%0.04%0.23%Q2 2013Q2 202228
Ironwood Financial, llc 2440.03%0.06%0.13%Q4 2014Q4 202128
First Heartland Consultants, Inc. 2220.04%0.34%1.21%Q2 2013Q2 202128
CAPITAL CITY TRUST CO/FL 1990.08%0.12%0.16%Q2 2013Q2 202228
BRIGHTON JONES LLC 2060.00%0.07%0.11%Q3 2015Q1 202228
ANCHOR CAPITAL ADVISORS LLC 2110.01%0.03%0.24%Q2 2013Q1 202228
SignalPoint Asset Management, LLC 1410.06%0.16%0.30%Q4 2013Q4 202128
SENTINEL TRUST CO LBA 1810.03%0.13%0.38%Q2 2013Q1 202228
Sawtooth Solutions, LLC 2210.05%0.60%1.61%Q4 2014Q2 202228
Roble, Belko & Company, Inc 28280.00%0.01%0.05%Q1 2015Q4 202128
Barry Investment Advisors, LLC 2620.08%0.96%3.79%Q4 2014Q4 202128
Partnervest Advisory Services LLC 1090.00%0.35%2.20%Q2 2013Q3 202028
Montecito Bank & Trust 2710.12%0.52%3.43%Q3 2014Q1 202228
MACKAY SHIELDS LLC 28280.15%0.50%1.08%Q2 2015Q1 202228
ROCKY MOUNTAIN ADVISERS, LLC 28280.29%0.68%1.07%Q2 2015Q1 202228
PEAK6 Investments LLC 1020.00%0.06%0.47%Q3 2018Q4 202128
COMMERZBANK AKTIENGESELLSCHAFT /FI 28280.01%0.92%3.20%Q2 2013Q1 202028
EDMOND DE ROTHSCHILD HOLDING S.A. 27270.22%1.09%2.34%Q2 2015Q4 202127
Oxbow Advisors, LLC 27270.05%0.17%0.34%Q2 2015Q4 202127
Indiana Trust & Investment Management CO 1510.11%0.29%0.64%Q2 2013Q2 202227
Whitnell & Co. 27270.01%0.01%0.05%Q2 2013Q4 201927
Intersect Capital LLC 1440.07%0.22%0.62%Q4 2014Q4 202127
Greenwich Wealth Management LLC 1110.02%0.05%0.25%Q4 2013Q1 202227
Manatuck Hill Partners, LLC 1610.27%2.13%5.43%Q3 2014Q1 202227
Lenox Wealth Management, Inc. 27270.07%5.40%10.35%Q4 2013Q2 202027
Riggs Asset Managment Co. Inc. 1430.00%4.06%15.53%Q3 2014Q4 202127
CSS LLC/IL 2510.03%0.05%0.06%Q4 2013Q1 202227
BLACKROCK ADVISORS LLC 15150.13%0.65%1.88%Q2 2013Q4 201627
BlackRock Group LTD 15150.02%0.11%0.34%Q2 2013Q4 201627
MML INVESTORS SERVICES, LLC 2160.25%0.65%3.08%Q2 2015Q1 202227
Psagot Value Holdings Ltd. 1560.00%0.10%0.29%Q2 2013Q2 202127
HIGHBRIDGE CAPITAL MANAGEMENT LLC 2030.06%0.86%4.06%Q2 2013Q3 201927
Concorde Asset Management, LLC 2310.20%0.55%0.99%Q4 2014Q4 202127
BRR OpCo, LLC 2520.05%0.08%0.11%Q3 2014Q1 202227
Deer Park Road Corp 16160.55%4.81%23.36%Q1 2018Q4 202127
NORTHERN OAK WEALTH MANAGEMENT INC 27270.08%0.60%1.55%Q3 2015Q1 202227
Graham Capital Management, L.P. 2040.01%26.97%53.43%Q2 2013Q4 202027
Summit Financial Wealth Advisors, LLC 2340.06%0.12%0.17%Q4 2014Q4 202127
Asset Planning Services, Ltd. 27270.09%0.12%0.18%Q2 2015Q4 202127
1832 Asset Management L.P. 17100.00%0.03%0.07%Q1 2014Q1 202227
Karp Capital Management Corp 930.02%0.56%2.54%Q4 2014Q2 202227
GRANDFIELD & DODD, LLC 15120.07%0.09%0.15%Q2 2013Q1 202027
LADENBURG THALMANN FINANCIAL SERVICES INC. 27270.16%0.30%1.18%Q2 2013Q4 201927
Baird Financial Group, Inc. 27270.03%0.12%0.29%Q2 2015Q4 202127
Well Done, LLC 27270.06%0.16%0.39%Q4 2015Q2 202227
Advisors Preferred, LLC 27270.13%0.26%0.58%Q1 2015Q3 202127
Orgel Wealth Management, LLC 27270.03%0.22%0.47%Q4 2015Q2 202227
TOMPKINS FINANCIAL CORP 2130.01%0.04%0.09%Q2 2013Q1 202227
REILLY FINANCIAL ADVISORS, LLC 1910.00%0.01%0.04%Q2 2013Q2 202126
BUCKINGHAM STRATEGIC WEALTH, LLC 25250.00%0.13%0.23%Q1 2016Q1 202226
ACADIAN ASSET MANAGEMENT LLC 26260.00%0.00%0.00%Q3 2013Q4 201926
Avenir Corp 26260.02%0.04%0.06%Q3 2015Q4 202126
Integrated Investment Consultants, LLC 1880.35%0.58%1.50%Q4 2015Q2 202226
Eqis Capital Management, Inc. 1520.02%0.08%0.30%Q1 2013Q3 202126
WEXFORD CAPITAL LP 1310.02%0.10%0.42%Q4 2013Q1 202226
Janney Capital Management LLC 1880.00%0.60%1.72%Q2 2013Q4 202126
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 22220.00%0.00%0.02%Q4 2016Q1 202226
Aveo Capital Partners, LLC 1410.00%0.57%1.58%Q4 2016Q4 202126
GUARDIAN LIFE INSURANCE CO OF AMERICA 26260.70%5.31%13.44%Q2 2013Q3 201926
CWA Asset Management Group, LLC 2510.08%0.93%4.34%Q4 2015Q2 202226
Fiduciary Trust Co International of Pennsylvania 14120.02%0.07%0.23%Q2 2013Q1 202026
Ausdal Financial Partners, Inc. 25250.00%0.59%1.52%Q4 2015Q4 202126
DOWLING & YAHNKE LLC 1070.02%0.04%0.06%Q2 2013Q1 202226
BB&T SECURITIES, LLC 26260.02%0.05%0.09%Q2 2013Q3 201926
CITIZENS FINANCIAL GROUP INC/RI 26260.01%0.03%0.11%Q4 2015Q1 202226
PRUDENTIAL PLC 15110.00%0.29%0.97%Q3 2015Q1 202226
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 2240.37%0.55%0.84%Q4 2014Q1 202226
MADISON INVESTMENT HOLDINGS INC 26260.01%0.32%0.93%Q2 2013Q3 201926
A. D. Beadell Investment Counsel, Inc. 26260.53%0.82%1.33%Q1 2016Q2 202226
SUNTRUST BANKS INC 26260.10%0.29%0.87%Q2 2013Q3 201926
BSW Wealth Partners 2510.13%0.59%4.94%Q2 2013Q1 202226
Baldwin Investment Management, LLC 14120.05%0.12%0.20%Q2 2013Q1 202226
Keel Point, LLC 26260.15%1.76%3.46%Q4 2015Q1 202226
BEACON INVESTMENT ADVISORY SERVICES, INC. 2060.03%0.12%0.40%Q2 2015Q2 202226
QS Investors, LLC 26260.00%0.07%0.27%Q1 2014Q2 202026
PATTON ALBERTSON MILLER GROUP, LLC 2330.05%0.42%1.57%Q2 2013Q4 202026
Brick & Kyle, Associates 1510.00%1.15%3.02%Q4 2014Q1 202226
Good Life Advisors, LLC 23230.00%0.43%1.24%Q4 2016Q2 202226
Osborn Williams & Donohoe LLC 26260.09%0.14%0.27%Q2 2013Q3 201926
ARGENTIERE CAPITAL AG 1210.11%6.13%34.58%Q2 2014Q3 201826
BlackRock Institutional Trust Company, N.A. 15150.00%0.00%0.01%Q2 2013Q4 201626
Geneos Wealth Management Inc. 26260.14%0.36%0.64%Q1 2016Q2 202226
PAPP L ROY & ASSOCIATES 1230.04%0.06%0.10%Q2 2013Q1 202226
ORRSTOWN FINANCIAL SERVICES INC 26260.06%0.17%0.61%Q2 2013Q3 201926
Frontier Wealth Management LLC 16100.02%0.65%3.60%Q2 2015Q4 202126
NATIONS FINANCIAL GROUP INC, /IA/ /ADV 26260.14%0.50%1.38%Q4 2015Q1 202226
Sargent Bickham Lagudis LLC 26260.00%0.02%0.06%Q1 2016Q2 202226
LGL PARTNERS, LLC 25250.08%1.09%7.03%Q4 2015Q4 202125
MIDAS MANAGEMENT CORP 25250.57%0.80%1.38%Q2 2013Q2 201925
FIRST HAWAIIAN BANK 2410.01%0.03%0.08%Q2 2013Q2 202225
SEI INVESTMENTS CO 1510.00%0.02%0.09%Q4 2014Q1 202225
Choate Investment Advisors 1310.02%0.23%0.39%Q2 2013Q1 202225
JOHNSON INVESTMENT COUNSEL INC 25250.01%0.04%0.15%Q2 2013Q2 201925
ARS Wealth Advisors, LLC 2050.09%0.55%2.91%Q4 2013Q2 202125
CHARTER RESEARCH & INVESTMENT GROUP, INC. 1781.53%1.84%2.28%Q4 2014Q4 202125
Cetera Investment Advisers 25250.16%0.28%0.86%Q4 2015Q4 202125
J. Goldman & Co LP 510.01%0.57%6.20%Q4 2013Q1 202225
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC 25251.72%2.67%4.12%Q4 2015Q4 202125
BlackRock Investment Management, LLC 15150.02%0.08%0.24%Q2 2013Q4 201625
Belvedere Trading LLC 1540.14%6.44%46.74%Q3 2015Q2 202225
Chicago Partners Investment Group LLC 1690.01%0.04%0.14%Q4 2014Q1 202225
Stonehage Fleming Financial Services Holdings Ltd 25250.04%0.18%0.48%Q1 2016Q1 202225
WILLIAMS JONES & ASSOCIATES LLC 25250.02%0.05%0.17%Q2 2013Q2 201925
Corbenic Partners LLC 1420.00%0.48%6.56%Q2 2013Q4 202125
Versant Capital Management, Inc 25251.56%3.91%5.96%Q4 2015Q4 202125
Argent Trust Co 2410.04%0.07%0.11%Q2 2015Q4 202125
EXCALIBUR MANAGEMENT CORP 1140.14%0.40%0.96%Q2 2013Q1 202225
Freestone Capital Holdings, LLC 1310.00%0.12%2.03%Q2 2013Q1 202225
LODESTAR INVESTMENT COUNSEL LLC/IL 25250.06%0.16%0.34%Q2 2013Q2 201925
Rothschild Capital Partners, LLC 1920.03%3.65%8.87%Q1 2014Q4 202125
Burt Wealth Advisors 25250.00%0.01%0.02%Q4 2014Q4 202025
Lowe Wealth Advisors, LLC 25250.00%0.00%0.01%Q2 2016Q2 202225
Perigon Wealth Management, LLC 1410.00%0.36%1.33%Q4 2013Q4 202125
Assured Investment Management LLC 710.12%0.89%2.79%Q4 2013Q1 201925
MARK SHEPTOFF FINANCIAL PLANNING, LLC 2410.00%0.00%0.01%Q2 2015Q4 202125
Voya Financial Advisors, Inc. 25250.12%0.25%0.50%Q1 2015Q1 202125
FormulaFolio Investments, LLC 2220.01%3.71%15.80%Q1 2015Q2 202124
CHEMICAL BANK 24240.08%0.12%0.16%Q3 2013Q2 201924
Mechanics Bank Trust Department 24240.19%0.29%0.46%Q3 2016Q2 202224
Sarasin & Partners LLP 24240.06%0.09%0.15%Q3 2016Q2 202224
Cedar Wealth Management, LLC 24240.09%0.54%0.98%Q1 2016Q4 202124
QCM Cayman, Ltd. 610.18%0.76%2.50%Q2 2013Q4 202024
Lehman Financial Resources, Inc. 24240.21%0.36%0.76%Q4 2012Q3 201824
CTC LLC 810.01%18.58%96.77%Q2 2013Q1 202224
RGT Wealth Advisors, LLC 24240.99%9.48%28.17%Q3 2016Q2 202224
RPG Investment Advisory, LLC 24240.05%0.61%1.94%Q1 2016Q4 202124
BLUESTEIN R H & CO LLC 1020.01%0.08%0.50%Q2 2013Q4 202024
FOSTER & MOTLEY INC 24240.04%0.15%0.37%Q2 2013Q1 201924
Dakota Wealth Management 23230.06%0.40%0.74%Q2 2016Q4 202124
FIFTH THIRD SECURITIES, INC. 24240.10%2.37%10.18%Q1 2016Q4 202124
Allianz Asset Management GmbH 1920.00%0.04%0.29%Q2 2013Q1 202224
Winch Advisory Services, LLC 24240.05%0.72%3.27%Q1 2016Q4 202124
INGALLS & SNYDER LLC 24240.12%0.21%0.44%Q2 2016Q1 202224
IFP Advisors, Inc 14100.09%0.28%0.74%Q4 2015Q4 202124
Lido Advisors, LLC 24240.03%0.13%0.33%Q1 2016Q4 202124
GenTrust, LLC 23230.01%0.42%1.56%Q4 2016Q2 202224
Regal Wealth Group, Inc. 2220.01%0.05%0.13%Q4 2015Q4 202124
EXANE DERIVATIVES 2130.01%0.46%1.41%Q2 2016Q2 202224
Field & Main Bank 940.01%0.06%0.13%Q4 2013Q2 202224
Pinkerton Retirement Specialists, LLC 1680.00%0.04%0.12%Q4 2014Q1 202224
TRUST DEPARTMENT MB FINANCIAL BANK N A 24240.01%0.02%0.03%Q2 2013Q1 201924
DUBUQUE BANK & TRUST CO 24240.00%0.01%0.04%Q2 2013Q1 201924
Simmons Bank 24240.02%0.10%0.24%Q1 2016Q4 202124
V Wealth Advisors LLC 24240.14%0.33%0.85%Q1 2016Q4 202124
Orbis Allan Gray Ltd 24240.15%1.08%1.89%Q1 2016Q4 202124
LEAVELL INVESTMENT MANAGEMENT, INC. 1420.02%0.05%0.35%Q2 2010Q1 202224
RFG Advisory, LLC 24240.06%0.14%0.22%Q1 2016Q4 202124
Koshinski Asset Management, Inc. 13110.12%0.26%0.48%Q2 2016Q2 202224
HALLMARK CAPITAL MANAGEMENT INC 2110.02%0.06%0.14%Q2 2013Q3 201924
LOEB PARTNERS CORP 24241.13%5.98%8.83%Q2 2013Q1 201924
Alphadyne Asset Management LP 910.30%9.18%35.81%Q3 2014Q3 202024
CHEMUNG CANAL TRUST CO 1680.05%0.07%0.09%Q2 2013Q2 202224
Cribstone Capital Management, LLC 24241.34%2.57%4.51%Q1 2016Q4 202124
HL FINANCIAL SERVICES LLC 24240.01%0.04%0.15%Q2 2013Q1 201924
Lattice Strategies LLC 23230.17%0.67%1.55%Q2 2013Q4 201823
Evanston Investments, Inc., dba Evanston Advisors 23230.09%0.43%0.97%Q2 2013Q4 201823
ACCESS FINANCIAL SERVICES, INC. 23230.35%0.42%0.53%Q4 2016Q2 202223
InterOcean Capital, LLC 1910.02%0.51%1.76%Q2 2013Q2 202023
ARS Investment Partners, LLC 1410.14%0.23%0.41%Q2 2013Q2 202223
UBS ASSET MANAGEMENT AMERICAS INC 2210.00%0.00%0.00%Q2 2013Q3 202023
Jacobi Capital Management LLC 23230.95%1.77%2.85%Q2 2016Q4 202123
Douglass Winthrop Advisors, LLC 1710.01%0.02%0.09%Q3 2014Q1 202223
Nicholas Hoffman & Company, LLC. 23230.05%0.36%0.55%Q2 2016Q4 202123
Quantum Capital Management, LLC / NJ 23230.36%0.99%2.17%Q3 2016Q1 202223
Barrett Asset Management, LLC 2120.00%0.03%0.06%Q2 2013Q1 202223
TRUE Private Wealth Advisors 23230.04%0.22%2.25%Q2 2016Q4 202123
Neuberger Berman Canada ULC 18180.09%3.23%15.14%Q2 2013Q3 201723
Vontobel Swiss Wealth Advisors AG 1580.14%0.79%2.90%Q3 2015Q2 202123
ST GERMAIN D J CO INC 1130.02%0.03%0.05%Q2 2013Q4 201923
IMA Wealth, Inc. 2120.10%0.15%0.24%Q2 2016Q1 202223
Tanglewood Wealth Management, Inc. 1583.89%11.23%27.06%Q2 2013Q2 202223
CONSOLIDATED CAPITAL MANAGEMENT, LLC 23230.32%0.45%0.71%Q4 2016Q2 202223
CNA FINANCIAL CORP 23234.98%6.25%7.90%Q2 2013Q4 201823
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC 23230.69%1.18%2.22%Q2 2013Q4 201823
FARR MILLER & WASHINGTON LLC/DC 1670.03%0.05%0.10%Q2 2013Q3 202123
NORTHERN CAPITAL MANAGEMENT LLC 23230.15%0.28%1.26%Q2 2013Q4 201823
TERRIL BROTHERS, INC. 23230.10%0.12%0.18%Q3 2016Q1 202223
Rinet Co LLC 1940.05%0.20%0.72%Q2 2015Q3 202123
MACKENZIE FINANCIAL CORP 1610.00%0.41%1.38%Q1 2016Q1 202223
FIRST COMMONWEALTH FINANCIAL CORP /PA/ 22220.09%0.39%0.68%Q4 2016Q1 202223
Avalon Investment & Advisory 2030.01%0.23%0.35%Q2 2016Q1 202223
Capital Investment Advisory Services, LLC 23230.16%0.29%0.62%Q4 2016Q2 202223
MUHLENKAMP & CO INC 1040.94%3.62%6.39%Q2 2016Q2 202223
Torch Wealth Management LLC 1940.25%0.52%1.58%Q4 2013Q4 201923
FIRST AMERICAN TRUST, FSB 920.04%0.49%2.61%Q2 2013Q2 202223
Van Hulzen Asset Management, LLC 1110.04%0.38%1.62%Q4 2013Q1 202223
SouthState Corp 1310.03%0.05%0.15%Q2 2013Q1 202223
TWO SIGMA INVESTMENTS, LP 410.00%0.03%0.10%Q3 2015Q1 202223
TSP Capital Management Group, LLC 23231.59%3.36%4.68%Q4 2016Q2 202223
Farmers & Merchants Trust Co of Chambersburg PA 23230.01%1.44%4.40%Q4 2016Q2 202223
WESBANCO BANK INC 1520.01%0.07%0.13%Q1 2014Q2 202223
AE Wealth Management LLC 21210.00%0.67%1.42%Q4 2016Q4 202123
Independent Advisor Alliance 21210.00%0.38%1.36%Q4 2016Q4 202123
Omnia Family Wealth, LLC 23230.60%3.64%7.16%Q4 2016Q2 202223
FLAGSHIP HARBOR ADVISORS, LLC 23230.27%1.63%4.42%Q4 2016Q2 202223
Sageworth Trust Co 2210.00%0.20%1.51%Q2 2013Q1 202223
Clean Yield Group 930.01%0.06%0.13%Q1 2016Q2 202222
ROCKLAND TRUST CO 1910.03%2.40%4.57%Q2 2013Q2 202222
Point72 Asset Management, L.P. 710.00%0.10%1.05%Q2 2014Q3 202122
Mizuho Bank, Ltd. 810.83%15.00%46.26%Q2 2013Q1 202222
MYCIO WEALTH PARTNERS, LLC 1810.00%0.02%0.08%Q2 2013Q4 201922
APPLETON PARTNERS INC/MA 22220.05%0.12%0.22%Q1 2017Q2 202222
NewEdge Advisors, LLC 22220.05%0.17%0.37%Q3 2016Q4 202122
BCM ADVISORS, LLC 222212.25%14.83%20.57%Q4 2016Q1 202222
GREAT VALLEY ADVISOR GROUP, INC. 15150.00%0.23%1.01%Q4 2018Q2 202222
UNITED SERVICES AUTOMOBILE ASSOCIATION 21210.01%0.09%0.39%Q2 2013Q2 201822
Cornerstone Wealth Management, LLC 22220.05%0.11%0.19%Q3 2016Q4 202122
FIL Ltd 1660.00%0.49%1.59%Q3 2016Q1 202222
Banco Santander, S.A. 22220.07%0.34%1.34%Q4 2016Q1 202222
FLOW TRADERS U.S. LLC 710.00%0.85%4.02%Q3 2013Q1 202222
Lee Financial Co 22220.07%2.18%7.66%Q4 2016Q1 202222
MACQUARIE GROUP LTD 1310.00%0.01%0.01%Q2 2013Q4 202022
PICTON MAHONEY ASSET MANAGEMENT 1020.00%0.25%1.55%Q2 2013Q2 202022
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP 12100.02%1.70%6.04%Q2 2013Q1 202222
Svenska Handelsbanken AB (publ) 22220.04%2.17%7.91%Q3 2016Q4 202122
Covington Capital Management 2110.28%0.54%1.27%Q4 2013Q2 202222
Bedell Frazier Investment Counseling, LLC 1710.88%5.19%8.87%Q4 2014Q1 202222
Conservest Capital Advisors, Inc. 22220.35%0.52%0.78%Q1 2017Q2 202222
Global Retirement Partners, LLC 2020.09%0.28%1.21%Q4 2016Q2 202222
DIMENSION CAPITAL MANAGEMENT LLC 22220.14%1.51%6.31%Q4 2016Q1 202222
Strategic Wealth Advisors Group, LLC 1320.19%0.64%1.55%Q2 2014Q4 202122
Adviser Investments LLC 22220.05%0.06%0.09%Q1 2017Q2 202222
HOLLENCREST CAPITAL MANAGEMENT 22220.04%0.07%0.17%Q1 2017Q2 202222
FOSTER DYKEMA CABOT & CO INC/MA 22220.07%0.13%0.30%Q2 2013Q3 201822
Laurel Wealth Advisors, Inc. 1910.05%0.54%1.91%Q1 2016Q4 202122
THOMPSON DAVIS & CO., INC. 2020.03%0.18%0.49%Q4 2013Q1 202222
Capital Asset Advisory Services LLC 1130.07%0.19%0.30%Q1 2016Q4 202122
Coastal Bridge Advisors, LLC 22220.29%0.42%0.77%Q4 2016Q1 202222
CREATIVE FINANCIAL DESIGNS INC /ADV 22220.02%0.17%0.37%Q4 2016Q1 202222
Mitsubishi UFJ Trust & Banking Corp 910.00%0.05%0.15%Q1 2014Q2 202122
SECURITY NATIONAL TRUST CO 1710.00%0.12%0.34%Q2 2013Q2 202122
Clearstead Advisors, LLC 22220.08%0.21%0.44%Q4 2016Q1 202222
QUADRANT CAPITAL GROUP LLC 1840.00%0.14%0.76%Q2 2015Q1 202122
ELCO Management Co., LLC 22220.12%0.23%0.38%Q3 2016Q4 202122
Schneider Downs Wealth Management Advisors, LP 22220.14%0.23%0.30%Q1 2017Q2 202222
CREDIT AGRICOLE S A 2020.00%0.02%0.09%Q2 2013Q4 202022
Aviance Capital Partners, LLC 1480.05%0.11%0.27%Q2 2013Q1 202222
Beacon Capital Management, Inc. 1410.00%0.15%0.65%Q4 2013Q2 202222
CHAI TRUST CO LLC 22220.36%0.51%0.87%Q4 2016Q1 202222
Pine River Capital Management L.P. 11110.03%0.06%0.18%Q2 2013Q4 201522
Asset Management One Co., Ltd. 22220.17%0.43%0.91%Q4 2016Q1 202222
AMERICAN CENTURY COMPANIES INC 1570.00%0.00%0.02%Q2 2013Q3 202122
BLB&B Advisors, LLC 1560.02%0.06%0.14%Q1 2014Q2 202221
Miracle Mile Advisors, LLC 1810.01%0.07%0.22%Q2 2016Q4 202121
B. Riley Wealth Management, Inc. 1410.06%0.41%1.53%Q1 2014Q4 202121
TELEMUS CAPITAL, LLC 1720.02%0.06%0.10%Q2 2016Q4 202121
Loudon Investment Management, LLC 21210.20%0.25%0.35%Q4 2013Q4 201821
CHARTER TRUST CO 1120.02%0.14%0.47%Q1 2013Q1 202221
PEOPLES FINANCIAL SERVICES CORP. 21210.03%0.04%0.04%Q2 2017Q2 202221
MERITAGE PORTFOLIO MANAGEMENT 2010.02%0.03%0.04%Q3 2016Q1 202221
WINDWARD CAPITAL MANAGEMENT CO /CA 21210.64%0.95%1.57%Q2 2013Q2 201821
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX 1560.31%0.58%1.32%Q2 2013Q4 201921
CATAWBA CAPITAL MANAGEMENT /VA 21210.10%0.12%0.14%Q2 2013Q2 201821
ZACKS INVESTMENT MANAGEMENT 910.00%0.01%0.04%Q2 2013Q1 202221
ZWJ INVESTMENT COUNSEL INC 21210.01%0.03%0.04%Q1 2017Q1 202221
U S GLOBAL INVESTORS INC 910.00%0.77%6.99%Q2 2013Q2 202021
Steinberg Global Asset Management 1810.03%0.21%1.29%Q2 2013Q1 201921
Polar Asset Management Partners Inc. 310.01%0.26%0.75%Q2 2013Q1 202221
Cypress Capital Group 610.03%0.07%0.21%Q2 2013Q1 202221
Waverton Investment Management Ltd 21210.11%0.31%0.62%Q2 2017Q2 202221
PREMIER ASSET MANAGEMENT LLC 21210.07%0.11%0.26%Q4 2016Q4 202121
MOON CAPITAL MANAGEMENT LP 10313.21%31.23%76.07%Q2 2013Q4 202121
Pflug Koory, LLC 21210.00%0.00%0.01%Q4 2016Q4 202121
Steward Partners Investment Advisory, LLC 21210.11%0.32%0.76%Q4 2016Q4 202121
Valeo Financial Advisors, LLC 18180.01%0.05%0.09%Q3 2017Q4 202121
Legacy Advisors, LLC 21210.21%0.51%0.99%Q4 2016Q4 202121
AUA CAPITAL MANAGEMENT, LLC 21211.01%1.39%1.82%Q4 2016Q4 202121
Fieldpoint Private Securities, LLC 20200.34%1.67%2.61%Q1 2017Q4 202121
Clear Perspective Advisors, LLC 21210.03%0.28%0.47%Q4 2016Q4 202121
Sterling Investment Advisors, Ltd. 21210.52%1.70%2.57%Q4 2016Q4 202121
Ahrens Investment Partners LLC 21210.09%0.27%0.54%Q4 2016Q4 202121
Pacific Center for Financial Services 21210.01%0.07%0.13%Q4 2016Q4 202121
Moloney Securities Asset Management, LLC 21210.11%0.18%0.29%Q4 2016Q4 202121
HCR Wealth Advisors 21210.31%0.55%1.13%Q4 2016Q4 202121
Abbrea Capital, LLC 21210.81%1.04%1.83%Q4 2016Q4 202121
IHT Wealth Management, LLC 21210.00%0.26%0.88%Q4 2016Q4 202121
Perennial Advisors, LLC 21212.13%2.56%3.22%Q4 2016Q4 202121
LEVEL FOUR ADVISORY SERVICES, LLC 21210.12%0.31%0.63%Q4 2016Q4 202121
Sicart Associates LLC 21214.47%8.79%13.26%Q4 2016Q4 202121
Emery Howard Portfolio Management, Inc. 1560.03%0.17%0.56%Q2 2013Q4 202121
Patriot Financial Group Insurance Agency, LLC 21210.01%0.06%0.16%Q4 2016Q4 202121
Harvest Fund Management Co., Ltd 21210.34%0.75%1.77%Q4 2016Q4 202121
Parallel Advisors, LLC 21210.07%0.21%0.52%Q4 2016Q4 202121
Greytown Advisors Inc. 21212.56%3.85%5.66%Q4 2016Q4 202121
Kessler Investment Group, LLC 820.01%2.50%8.01%Q1 2016Q1 202221
CMT Asset Management Ltd 710.06%0.65%2.10%Q1 2013Q1 201721
Arcus Capital Partners, LLC 1650.08%0.40%1.29%Q3 2016Q4 202121
DORCHESTER WEALTH MANAGEMENT Co 21210.08%0.10%0.16%Q4 2016Q4 202121
BBT Capital Management, LLC 20200.42%1.01%1.72%Q2 2013Q1 201821
New Harbor Financial Group, LLC 14140.03%1.24%5.99%Q2 2013Q3 201621
Elgethun Capital Management 21210.05%0.17%0.41%Q4 2016Q4 202121
Lagoda Investment Management, L.P. 21210.03%0.07%0.13%Q4 2016Q4 202121
Clarkston Capital Partners, LLC 1920.01%0.01%0.04%Q1 2014Q4 202121
Northstar Group, Inc. 2010.08%0.21%0.50%Q4 2014Q2 202021
TD Ameritrade Trust Co 21210.02%0.99%3.15%Q1 2014Q1 201921
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 21210.06%0.15%0.78%Q4 2015Q4 202021
Maple Capital Management, Inc. 1010.08%0.12%0.18%Q2 2013Q3 201820
Westside Investment Management, Inc. 1010.01%0.63%1.89%Q4 2016Q2 202220
Flaharty Asset Management, LLC 1550.10%0.26%1.93%Q1 2017Q2 202220
RPg Family Wealth Advisory, LLC 1610.03%0.38%1.12%Q4 2015Q4 202120
Krilogy Financial LLC 1110.00%0.08%0.59%Q3 2015Q2 202220
BigSur Wealth Management LLC 1730.28%1.12%4.14%Q4 2016Q4 202120
LYELL WEALTH MANAGEMENT, LP 20200.15%0.20%0.26%Q1 2017Q4 202120
WELCH & FORBES LLC 10100.01%0.03%0.06%Q2 2013Q2 202220
Johanson Financial Advisors, Inc. 20200.19%0.34%0.73%Q1 2017Q4 202120
DENVER INVESTMENT ADVISORS LLC 20200.01%0.02%0.03%Q2 2013Q1 201820
L & S Advisors Inc 1220.03%0.26%4.17%Q2 2016Q1 202220
FNY Investment Advisers, LLC 1420.00%0.05%0.25%Q2 2018Q2 202220
Wealthspire Advisors, L.P. 20200.07%0.29%0.75%Q4 2015Q3 202020
Bogart Wealth, LLC 20200.02%0.51%4.57%Q3 2017Q2 202220
Ameritas Investment Partners, Inc. 1210.00%0.01%0.06%Q4 2014Q1 202220
NBT BANK N A /NY 1280.03%0.05%0.09%Q2 2013Q1 202220
Palisades Hudson Asset Management, L.P. 20200.24%0.89%1.66%Q2 2017Q1 202220
Arete Wealth Advisors, LLC 1310.05%0.51%1.79%Q1 2016Q4 202120
ADVANTAGE INVESTMENT MANAGEMENT, LLC 20200.02%0.25%0.63%Q4 2014Q3 201920
Warren Averett Asset Management, LLC 1010.00%0.03%0.09%Q3 2013Q4 202120
Almanack Investment Partners, LLC. 1280.06%0.38%1.92%Q4 2016Q4 202120
State of New Jersey Common Pension Fund D 20200.02%0.24%0.50%Q2 2014Q1 201920
CHESAPEAKE ASSET MANAGEMENT LLC 1460.40%1.61%5.05%Q2 2013Q3 201820
AJ WEALTH STRATEGIES, LLC 20200.04%0.33%0.88%Q1 2017Q4 202120
Courage Miller Partners, LLC 1110.11%0.13%0.16%Q1 2016Q2 202220
BAHL & GAYNOR INC 20200.01%0.01%0.02%Q2 2013Q1 201820
COMPTON CAPITAL MANAGEMENT INC /RI 20200.10%0.17%0.25%Q2 2013Q1 201820
Intellectus Partners, LLC 1280.42%1.00%2.09%Q4 2016Q4 202120
WEALTHSOURCE PARTNERS, LLC 1510.08%0.42%4.45%Q1 2016Q4 202120
Dynamic Advisor Solutions LLC 1610.00%0.87%2.14%Q2 2014Q4 202120
Bridgewater Associates 20200.62%4.89%15.34%Q2 2017Q1 202220
Sentry Investments Corp. 20200.01%0.17%0.44%Q2 2013Q1 201820
SOL Capital Management CO 20200.06%0.10%0.19%Q3 2017Q2 202220
Horan Securities, Inc. 1130.00%0.01%0.04%Q1 2017Q2 202220
Sowell Financial Services LLC 10100.16%0.60%1.34%Q4 2016Q4 202120
Cornerstone Advisory, LLC 20200.07%0.52%1.93%Q2 2017Q1 202220
NewSquare Capital LLC 1910.00%0.81%1.76%Q2 2013Q1 202020
CAPITAL MANAGEMENT ASSOCIATES /NY/ 20200.39%0.67%1.17%Q2 2013Q1 201820
CALTON & ASSOCIATES, INC. 19190.00%0.21%0.79%Q4 2017Q2 202220
CONFLUENCE INVESTMENT MANAGEMENT LLC 1730.00%0.01%0.10%Q2 2016Q2 202220
FIRST TRUST ADVISORS LP 1910.00%0.00%0.00%Q2 2013Q3 202120
WESCAP Management Group, Inc. 20200.35%0.78%1.17%Q1 2017Q4 202120
Aspen Investment Management Inc 1810.17%0.21%0.36%Q3 2014Q2 202120
BOSTON ADVISORS LLC 1450.01%0.20%0.59%Q2 2014Q3 201919
QUATTRO FINANCIAL ADVISORS LLC 1180.00%3.05%5.43%Q1 2017Q4 202119
Itau Unibanco Holding S.A. 19190.00%0.64%4.96%Q3 2017Q1 202219
Winthrop Advisory Group LLC 19190.08%0.12%0.19%Q4 2017Q2 202219
RIVERHEAD CAPITAL MANAGEMENT LLC 19190.01%0.02%0.04%Q2 2013Q4 201719
AdvisorNet Financial, Inc 19190.25%0.41%0.86%Q4 2017Q2 202219
Lafayette Investments 910.08%0.09%0.11%Q2 2013Q1 202219
MARINO, STRAM & ASSOCIATES LLC 19190.06%0.30%0.45%Q4 2017Q2 202219
Independence Bank of Kentucky 19190.18%0.93%1.56%Q4 2017Q2 202219
BAINCO INTERNATIONAL INVESTORS 19190.98%2.09%3.30%Q2 2016Q4 202019
Summit X, LLC 19190.10%0.27%0.57%Q2 2017Q4 202119
PDS Planning, Inc 19190.15%0.41%0.74%Q4 2017Q2 202219
Paradigm Financial Advisors, LLC 1610.05%0.12%0.17%Q1 2014Q4 202119
Alpha Cubed Investments, LLC 1630.02%0.32%1.21%Q4 2013Q2 202219
STELLIAM INVESTMENT MANAGEMENT, LP 721.22%3.35%8.14%Q1 2014Q2 201819
Maryland Capital Management 1120.04%0.16%0.31%Q2 2013Q1 202219
IRON Financial, LLC 1610.11%0.24%0.46%Q4 2013Q4 202119
Richard Bernstein Advisors LLC 1010.00%0.44%1.58%Q1 2016Q2 202119
BDO Wealth Advisors, LLC 19190.02%0.10%0.26%Q2 2017Q4 202119
ROCKEFELLER FINANCIAL SERVICES INC 19190.05%0.07%0.10%Q2 2013Q4 201719
Exeter Financial, LLC 19190.27%0.34%0.43%Q4 2017Q2 202219
SPINNAKER TRUST 19190.04%0.05%0.07%Q3 2017Q1 202219
Hudson Capital Management LLC 19190.62%1.67%2.98%Q4 2017Q2 202219
Trellus Management Company, LLC 410.81%5.63%12.54%Q2 2013Q4 202119
Kalos Management, Inc. 910.10%0.36%1.31%Q4 2015Q1 202219
Proficio Capital Partners LLC 1360.01%0.28%2.20%Q2 2016Q4 202119
Rice Partnership, LLC 19191.92%4.52%7.41%Q4 2017Q2 202219
Avondale Wealth Management 19190.06%0.84%3.30%Q4 2017Q2 202219
TOTH FINANCIAL ADVISORY CORP 18180.00%0.00%0.01%Q4 2017Q1 202219
WADDELL & REED FINANCIAL INC 920.01%0.10%0.21%Q2 2013Q1 202119
Bluefin Trading, LLC 710.00%0.28%1.29%Q2 2013Q2 202019
Telemetry Investments, L.L.C. 19190.09%0.94%2.33%Q3 2017Q1 202219
Aevitas Wealth Management, Inc. 19190.00%3.81%8.50%Q4 2017Q2 202219
Israel Discount Bank of New York 1720.16%0.73%1.29%Q1 2017Q4 202119
SRS Capital Advisors, Inc. 930.02%0.03%0.04%Q4 2016Q4 202119
Sound Income Strategies, LLC 19190.01%0.02%0.10%Q4 2017Q2 202219
Smithfield Trust Co 1180.00%0.02%0.06%Q2 2013Q4 202119
Royal Fund Management, LLC 1410.03%0.04%0.06%Q4 2016Q1 202219
Pinnacle Wealth Management Advisory Group, LLC 1360.09%0.20%0.45%Q1 2017Q4 202119
COWEN INC. 810.01%0.12%0.45%Q1 2013Q2 201919
Gradient Capital Advisors, LLC 19190.32%0.49%0.80%Q4 2017Q2 202219
WETHERBY ASSET MANAGEMENT INC 19190.08%0.13%0.16%Q3 2017Q1 202219
EVERGREEN CAPITAL MANAGEMENT LLC 18180.06%0.09%0.12%Q4 2017Q1 202219
Smart Portfolios, LLC 760.29%4.46%7.94%Q3 2016Q1 202219
COMMONWEALTH EQUITY SERVICES, LLC 19190.23%0.43%0.76%Q4 2017Q2 202219
White Lighthouse Investment Management Inc. 19190.25%0.33%0.43%Q4 2017Q2 202219
Tower Research Capital LLC (TRC) 910.00%0.02%0.24%Q4 2013Q4 202119
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 19190.07%0.23%0.65%Q3 2014Q1 201919
ADAMS NATURAL RESOURCES FUND, INC. 19190.57%0.70%0.93%Q2 2013Q4 201719
Bridgeworth, LLC 1630.18%0.26%0.51%Q4 2016Q4 202119
jvl associates llc 19190.34%2.34%3.81%Q4 2017Q2 202219
AMUSSEN HUNSAKER ASSOCIATES LLC 1090.13%0.31%0.77%Q2 2017Q1 202219
WealthTrust-Arizona, LLC 1180.01%0.08%0.29%Q2 2013Q4 201819
WASHINGTON TRUST BANK 19190.00%0.02%0.04%Q1 2014Q3 201819
Avantax Planning Partners, Inc. 1210.01%0.02%0.03%Q4 2016Q2 202219
Vivaldi Capital Management LP 1720.00%0.35%0.59%Q1 2017Q4 202119
FARMERS TRUST CO 19190.05%0.10%0.13%Q4 2017Q2 202219
Weaver C. Barksdale & Associates, Inc. 19190.03%0.04%0.08%Q2 2013Q4 201719
RITHOLTZ WEALTH MANAGEMENT 19190.05%0.17%0.46%Q4 2017Q2 202219
D.B. Root & Company, LLC 19190.84%1.74%2.79%Q4 2017Q2 202219
IFC Holdings Incorporated/FL 19190.10%0.22%0.64%Q2 2013Q4 201719
FCM INVESTMENTS/TX 191914.04%20.64%38.78%Q2 2013Q4 201719
ACCURATE INVESTMENT SOLUTIONS, INC. 18180.11%0.15%0.20%Q4 2015Q1 202018
NATIONAL PLANNING CORP 18180.22%0.48%0.87%Q2 2013Q3 201718
Tortoise Investment Management, LLC 1710.00%0.01%0.04%Q2 2014Q4 202118
Fortis Advisors, LLC 18180.00%0.74%4.71%Q3 2017Q4 202118
Checchi Capital Advisers, LLC 18180.08%0.71%2.03%Q3 2017Q4 202118
Arlington Partners LLC 18180.14%0.31%0.51%Q4 2017Q1 202218
STRATEGIC CAPITAL ADVISERS, INC. 1351.34%2.60%3.24%Q4 2017Q2 202218
EXENCIAL WEALTH ADVISORS, LLC 18180.05%0.44%2.54%Q3 2017Q4 202118
Alexandria Capital, LLC 840.00%0.02%0.04%Q2 2013Q3 202118
LAKEWOOD CAPITAL MANAGEMENT, LP 1620.12%0.57%1.91%Q1 2016Q4 202018
Virtu KCG Holdings LLC 16160.01%0.12%0.54%Q3 2013Q2 201718
CENTAURUS FINANCIAL, INC. 18180.03%0.27%1.24%Q4 2017Q1 202218
TOTAL INVESTMENT MANAGEMENT INC 18180.04%3.55%11.21%Q4 2017Q1 202218
RETIREMENT INCOME SOLUTIONS, INC 18180.27%0.61%0.94%Q4 2017Q1 202218
HOWLAND CAPITAL MANAGEMENT LLC 18180.24%0.34%0.55%Q1 2018Q2 202218
BAKER BOYER NATIONAL BANK 18180.49%0.84%1.27%Q4 2013Q1 201818
Chesapeake Wealth Management 18180.10%0.15%0.19%Q1 2018Q2 202218
DAVIDSON & GARRARD INC 18180.12%0.34%1.21%Q2 2013Q3 201718
GAMBLE JONES INVESTMENT COUNSEL 1530.02%0.09%0.18%Q2 2013Q1 201818
NatWest Group plc 18180.02%0.25%1.01%Q2 2013Q3 201718
LifePlan Financial Group, Inc 1130.03%0.15%1.00%Q2 2013Q3 202018
UBS AG 660.05%0.23%0.42%Q2 2013Q3 201418
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 18180.08%0.37%1.13%Q4 2017Q1 202218
Pendal Group Ltd 18180.01%0.02%0.03%Q4 2017Q1 202218
THORNBURG INVESTMENT MANAGEMENT INC 1350.00%0.01%0.02%Q2 2013Q1 202218
OppenheimerFunds, Inc. 18180.01%0.08%0.13%Q2 2013Q3 201718
LEE DANNER & BASS INC 1010.02%0.12%0.38%Q2 2014Q1 202218
LEUTHOLD GROUP, LLC 1620.52%2.96%5.17%Q2 2013Q1 202218
PEDDOCK CAPITAL ADVISORS, LLC 1110.01%0.32%1.35%Q3 2016Q4 202118
BerganKDV Wealth Management, LLC 1710.03%0.06%0.09%Q2 2017Q2 202218
Sitrin Capital Management LLC 18180.31%0.47%0.91%Q4 2015Q1 202018
Belpointe Asset Management LLC 18180.26%0.78%1.86%Q3 2017Q4 202118
Strategic Wealth Partners, Ltd. 18180.50%2.20%3.72%Q4 2017Q1 202218
INVESTMENT CENTERS OF AMERICA INC 18180.13%0.39%0.87%Q2 2013Q3 201718
SII INVESTMENTS INC/WI 1710.06%0.17%0.47%Q2 2013Q4 201718
Wealthcare Advisory Partners LLC 18180.07%0.15%0.47%Q3 2017Q4 202118
Resources Investment Advisors, LLC. 1350.01%0.08%0.20%Q2 2017Q4 202118
GABLES CAPITAL MANAGEMENT INC. 18180.48%0.69%0.87%Q1 2018Q2 202218
Fusion Family Wealth LLC 18180.00%0.03%0.14%Q4 2016Q1 202118
Commonwealth Equity Services, Inc 18180.22%0.40%0.80%Q2 2013Q3 201718
LOOMIS SAYLES & CO L P 17170.00%0.00%0.00%Q2 2013Q2 201717
RONALD BLUE & CO LLC 17170.02%0.06%0.21%Q2 2013Q2 201717
KILEY JUERGENS WEALTH MANAGEMENT, LLC 17170.82%1.39%1.97%Q4 2017Q4 202117
BEACON TRUST CO 17170.15%0.38%1.59%Q1 2013Q1 201717
Columbus Macro, LLC 17170.08%0.27%0.57%Q4 2017Q4 202117
Sheaff Brock Investment Advisors, LLC 820.02%0.03%0.11%Q4 2015Q1 202217
PRUDENTIAL FINANCIAL INC 910.00%0.01%0.04%Q1 2016Q1 202217
Broadleaf Partners, LLC 17170.11%0.15%0.19%Q4 2017Q4 202117
WHITE PINE CAPITAL LLC 17170.64%0.83%1.11%Q1 2018Q1 202217
Capital Advisory Group Advisory Services, LLC 17170.01%1.29%2.62%Q1 2018Q1 202217
NVWM, LLC 17170.08%0.70%2.60%Q4 2017Q4 202117
YorkBridge Wealth Partners, LLC 1160.05%0.08%0.13%Q4 2016Q3 202117
Quantitative Investment Management, LLC 310.19%3.05%11.68%Q2 2013Q1 202217
BOENNING & SCATTERGOOD, INC. 17170.08%0.14%0.21%Q2 2018Q2 202217
SeaCrest Wealth Management, LLC 17170.20%0.37%0.53%Q4 2017Q4 202117
IFG Advisory, LLC 17170.10%0.91%1.42%Q4 2017Q4 202117
DCF Advisers, LLC 10100.28%2.89%6.56%Q4 2019Q1 202217
Pegasus Asset Management, Inc. 17170.39%0.57%0.78%Q4 2017Q4 202117
PIN OAK INVESTMENT ADVISORS INC 1430.51%0.79%1.09%Q4 2017Q1 202217
HoyleCohen, LLC 17170.11%0.19%0.27%Q4 2017Q4 202117
Crewe Advisors LLC 17170.08%0.22%0.38%Q4 2017Q4 202117
ProVise Management Group, LLC 1610.02%0.06%0.22%Q3 2016Q1 202217
Private Capital Group, LLC 17170.00%0.01%0.02%Q4 2017Q4 202117
Quantitative Advantage, LLC 1430.32%0.43%0.70%Q1 2016Q3 202017
Thomasville National Bank 510.03%0.06%0.14%Q2 2013Q2 202217
Integrated Wealth Concepts LLC 17170.08%0.37%1.96%Q4 2017Q4 202117
TRUSTCORE FINANCIAL SERVICES, LLC 17170.06%0.10%0.17%Q4 2017Q4 202117
Clal Insurance Enterprises Holdings Ltd 17170.00%0.05%0.22%Q1 2018Q1 202217
Bedel Financial Consulting, Inc. 17170.08%0.14%0.28%Q4 2017Q4 202117
VAUGHAN DAVID INVESTMENTS LLC/IL 910.01%0.01%0.03%Q1 2013Q4 202117
CARL DOMINO INC 1610.17%0.23%0.34%Q2 2013Q3 201717
Raab & Moskowitz Asset Management LLC 810.01%0.15%0.28%Q4 2013Q4 202117
All Terrain Financial Advisors, LLC 17170.12%0.23%0.32%Q4 2017Q4 202117
Winfield Associates, Inc. 17170.01%0.02%0.04%Q4 2013Q4 201717
Copperwynd Financial, LLC 17170.21%0.45%2.14%Q4 2017Q4 202117
Avestar Capital, LLC 17170.00%0.89%3.64%Q4 2017Q4 202117
Asset Dedication, LLC 1310.00%0.05%0.52%Q4 2015Q2 202217
PITTENGER & ANDERSON INC 17170.00%0.01%0.01%Q3 2016Q3 202017
SUMITOMO MITSUI FINANCIAL GROUP, INC. 1410.54%2.22%7.51%Q2 2017Q4 202117
Granite Point Capital Management, L.P. 720.20%2.42%10.74%Q2 2016Q2 202117
Salient Capital Advisors, LLC 17170.01%0.02%0.06%Q2 2013Q2 201717
Biltmore Family Office, LLC 17170.06%0.13%0.18%Q4 2017Q4 202117
Mutual Advisors, LLC 17170.06%0.18%0.39%Q4 2017Q4 202117
Game Creek Capital, LP 16160.98%1.84%3.16%Q1 2018Q4 202117
McIlrath & Eck, LLC 17170.04%0.07%0.15%Q4 2017Q4 202117
Wall Street Access Asset Management, LLC 1250.64%1.01%1.27%Q4 2017Q1 202217
Exchange Capital Management, Inc. 980.00%0.01%0.02%Q2 2013Q2 201817
PFG Advisors 1520.14%0.41%0.79%Q4 2017Q2 202217
Cannell & Co. 1310.01%0.02%0.04%Q2 2013Q4 202017
SIMPLEX TRADING, LLC 810.00%0.32%2.54%Q3 2015Q4 202117
Syntal Capital Partners, LLC 710.08%0.36%1.19%Q1 2014Q2 202117
WFG Advisors, LP 17170.37%0.78%1.25%Q2 2013Q2 201717
Fore Capital, LLC 610.60%18.95%78.44%Q4 2017Q4 202117
AMERICAN NATIONAL BANK 17170.00%0.05%0.07%Q3 2014Q3 201817
Geneva Advisors, LLC 17170.03%0.06%0.11%Q2 2013Q2 201717
Capital Bank & Trust Co 17170.00%0.01%0.02%Q2 2017Q2 202117
Verdence Capital Advisors LLC 17170.06%0.09%0.13%Q4 2017Q4 202117
Gerber Kawasaki Wealth & Investment Management 980.06%0.70%1.93%Q1 2017Q4 202117
DIALECTIC CAPITAL MANAGEMENT, LP 610.35%5.11%17.43%Q2 2013Q4 201616
Windsor Group LTD 16160.11%0.19%0.43%Q1 2018Q4 202116
We Are One Seven, LLC 1420.11%0.25%0.63%Q4 2017Q4 202116
Canton Hathaway, LLC 16160.28%0.95%1.94%Q3 2018Q2 202216
Newport Wealth Strategies, Inc. 16160.33%1.54%3.21%Q4 2017Q3 202116
Acorn Wealth Advisors, LLC 1330.18%0.30%0.41%Q4 2017Q4 202116
Ballentine Partners, LLC 1110.01%0.21%0.62%Q2 2017Q1 202216
Gibson Capital, LLC 1510.14%0.18%0.31%Q4 2014Q1 201916
Carmichael Hill & Associates, Inc. 990.02%0.13%0.29%Q4 2019Q4 202116
Pinnacle Wealth Planning Services, Inc. 16160.10%0.25%0.36%Q1 2018Q4 202116
LAKE STREET ADVISORS GROUP, LLC 1510.04%0.11%0.35%Q4 2017Q4 202116
K2 PRINCIPAL FUND, L.P. 610.04%1.28%3.51%Q4 2014Q1 202216
Circle Wealth Management, LLC 880.14%0.29%0.46%Q4 2016Q4 202116
Pinnacle Bancorp, Inc. 1510.09%0.23%0.51%Q1 2017Q2 202216
OmniStar Financial Group, Inc. 1320.22%0.87%1.45%Q4 2017Q4 202116
Summit Trail Advisors, LLC 1510.03%0.19%0.41%Q4 2017Q4 202116
SAGE RHINO CAPITAL LLC 11110.02%0.09%0.15%Q3 2019Q1 202216
Meridian Wealth Management, LLC 16160.15%0.45%1.13%Q1 2018Q4 202116
Lombard Odier Asset Management (USA) Corp 510.04%1.74%5.88%Q2 2016Q4 202116
Mascoma Wealth Management LLC 1110.01%0.04%0.11%Q4 2016Q2 202216
PARTNERS CAPITAL INVESTMENT GROUP, LLP 16160.09%0.23%0.70%Q1 2018Q4 202116
Allen Capital Group, LLC 1240.04%0.10%0.22%Q4 2017Q4 202116
COHEN & STEERS, INC. 910.00%0.01%0.03%Q1 2015Q1 202216
New England Investment & Retirement Group, Inc. 1211.94%7.33%18.76%Q3 2013Q3 202116
CAPITAL GUARDIAN TRUST CO 16160.00%0.00%0.01%Q2 2013Q1 201716
Mader & Shannon Wealth Management, Inc. 1419.29%14.79%18.69%Q3 2015Q1 202216
OTTER CREEK MANAGEMENT INC 10101.14%2.06%3.05%Q2 2013Q3 201516
Cottage Street Advisors LLC 1240.15%0.35%1.02%Q4 2015Q2 202216
COLRAIN CAPITAL LLC 16160.05%0.17%0.98%Q2 2013Q1 201716
Brightworth 1510.03%0.16%0.52%Q3 2017Q4 202116
SEARLE & CO. 910.10%0.20%0.71%Q4 2014Q1 202216
Stonebridge Capital Advisors LLC 1330.03%0.05%0.07%Q4 2017Q4 202116
EASTERN BANK 840.01%0.04%0.08%Q2 2013Q1 202016
FIRST INTERSTATE BANK 970.00%0.01%0.02%Q3 2015Q3 201916
GAMCO INVESTORS, INC. ET AL 1220.00%0.04%0.09%Q4 2013Q1 202216
AGRAN LIBBIE 16160.27%0.39%0.73%Q2 2013Q1 201716
KGH Ltd 610.62%3.12%13.84%Q1 2014Q1 202016
INSPIRION WEALTH ADVISORS, LLC 610.05%0.10%0.19%Q4 2016Q4 202116
TIAA CREF TRUST CO FSB/MO 16160.02%0.04%0.07%Q2 2013Q1 201716
FINANCIAL COUNSELORS INC 1330.05%0.09%0.22%Q2 2013Q2 201716
Risk Paradigm Group, LLC 16160.02%0.71%3.78%Q1 2015Q4 201816
Rockefeller Capital Management L.P. 16160.06%0.19%0.35%Q1 2018Q4 202116
Foundations Investment Advisors, LLC 880.01%2.15%13.11%Q2 2018Q2 202216
Arnhold LLC 16166.62%11.79%16.09%Q1 2018Q4 202116
Old Port Advisors 1510.10%0.16%0.24%Q2 2018Q2 202216
COMERICA SECURITIES INC 1110.08%0.38%1.16%Q2 2013Q4 201815
Marketfield Asset Management LLC 15150.33%0.76%1.39%Q4 2018Q2 202215
Aureus Asset Management, LLC 960.03%0.17%0.37%Q3 2013Q2 201915
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 15150.40%0.65%0.82%Q2 2018Q4 202115
BRINKER CAPITAL INC 1210.01%0.03%0.04%Q2 2015Q2 202015
Autus Asset Management, LLC 960.03%0.05%0.07%Q4 2015Q2 202215
Stony Point Wealth Management Inc. 15150.17%0.26%0.35%Q4 2017Q2 202115
ADAGE CAPITAL PARTNERS GP, L.L.C. 1210.06%0.18%0.25%Q4 2013Q2 202015
Estate Counselors, LLC 910.02%1.67%3.82%Q2 2013Q4 202115
Westover Capital Advisors, LLC 1121.91%2.60%4.01%Q2 2013Q1 202215
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 15150.18%0.66%1.92%Q2 2013Q4 201615
CAMDEN NATIONAL BANK 15150.08%0.12%0.16%Q2 2018Q4 202115
Polaris Wealth Advisory Group, LLC 710.00%0.09%0.99%Q4 2014Q2 202215
FinTrust Capital Advisors, LLC 13130.00%0.26%2.14%Q4 2018Q4 202115
ARGI Investment Services, LLC 520.01%0.03%0.10%Q2 2013Q1 202215
Pettinga Financial Advisors, LLC 15152.48%4.22%7.05%Q4 2018Q2 202215
Solstein Capital, LLC 12120.01%1.40%5.18%Q1 2019Q4 202115
KLINGENSTEIN FIELDS & CO LP 910.00%0.02%0.07%Q2 2013Q1 202215
SALEM INVESTMENT COUNSELORS INC 1230.00%0.03%0.19%Q2 2013Q1 202215
FIRST BUSINESS FINANCIAL SERVICES, INC. 1320.04%0.06%0.17%Q2 2013Q1 202215
Brio Consultants, LLC 15150.26%2.35%3.83%Q4 2018Q2 202215
Linscomb & Williams, Inc. 1010.02%0.04%0.06%Q2 2013Q1 202215
Stratos Wealth Advisors, LLC 15150.17%0.73%1.64%Q4 2018Q2 202215
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV 12120.00%0.27%0.73%Q4 2018Q3 202115
PICTET ASSET MANAGEMENT LTD 15150.00%0.01%0.01%Q1 2014Q3 201715
Trutina Financial LLC 15150.49%1.09%2.31%Q2 2013Q4 201615
BALYASNY ASSET MANAGEMENT LLC 410.04%0.18%0.53%Q2 2014Q2 202115
Hochman Cole Investment Advisors, Inc. 960.08%0.26%0.65%Q1 2017Q3 202115
STRATEGIC INVESTMENT MANAGEMENT, LLC 15150.35%3.27%9.71%Q3 2018Q1 202215
First PREMIER Bank 15150.05%0.54%2.45%Q4 2015Q2 201915
Ellevest, Inc. 15150.01%0.02%0.04%Q4 2018Q2 202215
Hamilton Wealth, LLC 15152.74%4.37%5.85%Q4 2018Q2 202215
Lincoln Capital LLC 1050.20%0.33%0.64%Q3 2018Q2 202215
Cornerstone Wealth Group, LLC 14140.00%1.22%4.41%Q1 2019Q2 202215
Advisor Group, Inc. 15150.14%0.22%0.41%Q2 2016Q4 201915
FLOSSBACH VON STORCH AG 15150.04%0.24%0.88%Q2 2012Q4 201515
INTEGRATED WEALTH COUNSEL, LLC 15154.78%6.14%7.40%Q2 2013Q4 201615
AVIANCE CAPITAL MANAGEMENT, LLC 1320.00%0.10%0.21%Q3 2013Q1 201915
NORTHSTAR WEALTH PARTNERS LLC 15150.20%1.02%2.23%Q1 2017Q3 202015
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 15150.06%0.15%0.54%Q3 2018Q1 202215
Passport Capital, LLC 610.02%2.15%9.24%Q2 2013Q4 201615
New Century Advisors, LLC 930.44%4.30%12.05%Q4 2013Q2 202215
MSI Financial Services Inc 15150.25%0.46%0.72%Q2 2013Q4 201615
Ruffer LLP 15150.01%0.02%0.03%Q3 2018Q1 202215
BURNEY CO/ 610.01%0.03%0.06%Q2 2013Q1 202215
Beirne Wealth Consulting Services, LLC 15150.60%1.67%3.46%Q4 2018Q2 202215
Csenge Advisory Group 1140.07%0.81%1.55%Q4 2017Q4 202115
Lehman & Derafelo Financial Resources LLC 15150.28%0.33%0.38%Q4 2018Q2 202215
FDx Advisors, Inc. 1020.01%0.05%0.36%Q3 2014Q2 201915
SPROTT INC. 610.00%0.37%5.18%Q2 2013Q1 202215
PROFFITT & GOODSON INC 15150.02%0.02%0.05%Q3 2018Q1 202215
First National Bank of South Miami 15150.01%0.13%0.20%Q4 2018Q2 202215
Private Wealth Advisors, LLC 10100.02%5.98%17.14%Q4 2019Q1 202215
BANK HAPOALIM BM 740.04%0.12%0.18%Q4 2013Q1 202115
HARBOUR INVESTMENT MANAGEMENT LLC 1320.11%0.17%0.28%Q2 2013Q1 202215
ADELL HARRIMAN & CARPENTER INC 1140.04%0.15%0.34%Q2 2013Q1 202215
I.G. INVESTMENT MANAGEMENT, LTD. 15150.01%0.02%0.06%Q2 2013Q4 201615
Spectrum Management Group, LLC 920.01%0.28%1.01%Q4 2013Q1 202215
Certified Advisory Corp 1140.18%0.25%0.44%Q4 2017Q4 202115
Financial Advocates Investment Management 1410.57%1.28%2.00%Q4 2017Q4 202115
Grandview Asset Management LLC 15150.36%0.90%4.06%Q4 2018Q2 202215
Pratt Collard Advisory Partners LLC 15150.32%0.37%0.45%Q4 2017Q2 202115
Efficient Advisors, LLC 1410.02%0.22%0.35%Q3 2017Q1 202215
Aspire Private Capital, LLC 14140.01%0.89%1.97%Q4 2018Q1 202214
CreativeOne Wealth, LLC 14140.08%0.14%0.21%Q3 2018Q4 202114
LBA Wealth Management, LLC 14140.05%0.10%0.15%Q4 2013Q1 201714
Donald L. Hagan, LLC 1110.12%1.22%2.01%Q3 2015Q2 202214
WealthBridge Capital Management, LLC 14140.30%0.72%0.96%Q4 2018Q1 202214
Hillcrest Wealth Advisors - NY, LLC 14140.26%0.32%0.45%Q4 2018Q1 202214
Benchmark Capital Advisors 14140.17%0.32%0.67%Q3 2015Q4 201814
Jackson Hole Capital Partners, LLC 14140.14%0.24%0.39%Q4 2018Q1 202214
Lindbrook Capital, LLC 14140.04%0.10%0.22%Q4 2018Q1 202214
Toroso Investments, LLC 14140.19%1.13%2.54%Q4 2018Q1 202214
RB Capital Management, LLC 710.01%0.20%0.42%Q4 2016Q2 202214
PERRITT CAPITAL MANAGEMENT INC 1040.06%0.10%0.22%Q1 2015Q1 202014
Bay Harbor Wealth Management, LLC 14140.00%0.21%0.61%Q4 2018Q1 202214
Windsor Capital Management, LLC 1220.11%0.59%0.93%Q2 2013Q2 202214
Executive Wealth Management, LLC 14140.07%0.33%0.71%Q4 2018Q1 202214
Centiva Capital, LP 510.07%0.36%1.27%Q3 2018Q2 202114
G&S Capital LLC 12120.05%1.35%2.50%Q3 2019Q2 202214
COMERICA SECURITIES,INC. 14140.18%0.29%0.39%Q1 2019Q2 202214
Centerstone Investors, LLC 14146.19%15.12%17.32%Q4 2018Q1 202214
DF DENT & CO INC 1220.00%0.00%0.01%Q2 2016Q1 202214
Gruss Capital Management LP 1313.73%16.42%25.06%Q4 2014Q2 201814
Gladstone Institutional Advisory LLC 14140.25%0.42%0.70%Q4 2018Q1 202214
Private Portfolio Partners LLC 14140.23%0.31%0.42%Q4 2018Q1 202214
Prime Capital Investment Advisors, LLC 1110.02%0.55%2.94%Q4 2017Q4 202114
Family Management Corp 910.08%0.26%1.12%Q2 2013Q1 202214
Norway Savings Bank 770.01%0.01%0.02%Q4 2016Q2 202214
FIRST FINANCIAL CORP /IN/ 14140.01%0.02%0.03%Q2 2013Q3 201614
Glenview Trust Co 610.01%0.02%0.04%Q4 2010Q4 202114
PointState Capital LP 710.07%2.87%12.58%Q3 2016Q4 202014
AMERICAN INTERNATIONAL GROUP, INC. 1220.03%0.07%0.20%Q2 2013Q2 202114
Opera Trading Capital 11110.01%1.49%4.23%Q1 2016Q3 201814
SHEPHERD KAPLAN KROCHUK, LLC 14140.16%0.25%0.60%Q4 2018Q1 202214
STEADFAST CAPITAL MANAGEMENT LP 310.22%1.27%2.48%Q2 2014Q4 202014
DEARBORN PARTNERS LLC 1310.01%0.02%0.03%Q3 2013Q2 202214
TrinityPoint Wealth, LLC 14140.23%0.30%0.37%Q4 2018Q1 202214
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC 14140.19%0.29%0.40%Q4 2018Q1 202214
LVW Advisors, LLC 910.08%0.14%0.47%Q4 2014Q2 202214
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 410.01%0.04%0.17%Q3 2016Q1 202214
CADINHA & CO LLC 14140.05%1.04%3.35%Q2 2013Q3 201614
COBBLESTONE CAPITAL ADVISORS LLC /NY/ 1220.02%0.11%0.21%Q4 2017Q1 202214
Empirical Finance, LLC 1010.12%0.69%1.40%Q1 2017Q2 202114
Providence Wealth Advisors, LLC 1040.25%0.74%1.36%Q2 2018Q4 202114
TSFG, LLC 14140.07%0.16%0.24%Q1 2019Q2 202214
Vectors Research Management, LLC 14140.06%0.17%1.12%Q3 2018Q4 202114
Weaver Consulting Group 14140.49%1.14%1.57%Q1 2019Q2 202214
United Capital Management of KS, Inc. 14140.15%0.26%0.38%Q3 2018Q4 202114
Dougherty Wealth Advisers LLC 1220.03%0.05%0.08%Q4 2018Q2 202214
Global Financial Private Capital, Inc 14140.03%0.31%1.19%Q1 2017Q2 202014
Investors Research Corp 14140.00%0.03%0.07%Q1 2019Q2 202214
WHALEROCK POINT PARTNERS, LLC 910.08%0.17%0.54%Q3 2014Q3 201814
Barnett & Company, Inc. 770.01%0.07%0.24%Q2 2017Q1 202214
PARK AVENUE SECURITIES LLC 14140.01%0.06%0.11%Q4 2018Q1 202214
WESTPORT RESOURCES MANAGEMENT INC 14140.01%0.01%0.02%Q2 2013Q3 201614
Hodges Capital Management Inc. 1220.01%0.20%0.65%Q1 2014Q1 202214
Western Wealth Management, LLC 1130.23%0.49%0.95%Q4 2018Q2 202214
Crestwood Advisors Group LLC 1310.01%0.22%0.45%Q1 2017Q2 202214
Capital Wealth Planning, LLC 1110.10%0.16%0.30%Q2 2014Q4 202114
GW HENSSLER & ASSOCIATES LTD 610.03%0.04%0.06%Q2 2013Q1 202214
SHINE INVESTMENT ADVISORY SERVICES INC 14140.01%0.02%0.03%Q2 2017Q3 202014
Archetype Wealth Partners 14142.47%3.94%5.32%Q4 2018Q1 202214
MANCHESTER FINANCIAL INC 14140.11%0.17%0.28%Q4 2018Q1 202214
Mosaic Family Wealth, LLC 14140.01%0.01%0.02%Q4 2015Q1 201914
GYL FINANCIAL SYNERGIES, LLC 14140.10%0.19%0.24%Q4 2018Q1 202214
COLDSTREAM CAPITAL MANAGEMENT INC 860.02%0.06%0.18%Q2 2013Q1 202214
AVANTAX ADVISORY SERVICES, INC. 14140.09%0.24%0.46%Q4 2018Q1 202214
Wakefield Asset Management LLLP 14140.11%0.99%1.42%Q3 2018Q4 202114
Prestige Wealth Management Group LLC 14140.01%0.04%0.41%Q4 2018Q1 202214
Global Trust Asset Management, LLC 14140.01%0.09%0.39%Q4 2017Q1 202114
Rain Capital Management, LLC 1040.00%0.01%0.02%Q4 2015Q4 202114
Stelac Advisory Services LLC 610.04%0.39%2.20%Q1 2017Q1 202214
Heritage Wealth Advisors 14140.00%0.00%0.01%Q3 2018Q4 202114
THOROUGHBRED FINANCIAL SERVICES, LLC 14140.08%0.22%0.50%Q4 2018Q1 202214
MinichMacGregor Wealth Management, LLC 1310.01%0.28%2.01%Q4 2015Q1 202014
Bruderman Asset Management, LLC 810.01%0.21%0.90%Q1 2015Q1 201914
Harvest Investment Services, LLC 1040.16%0.43%0.96%Q4 2018Q2 202214
Princeton Global Asset Management LLC 14140.66%1.24%2.16%Q4 2018Q1 202214
STRATEGIC WEALTH MANAGEMENT INC 811.36%4.01%10.60%Q4 2012Q4 202114
Gerstein Fisher 14141.99%4.13%6.53%Q2 2013Q3 201614
Archer Investment Corp 14140.21%0.27%0.34%Q4 2018Q1 202214
EnTrustPermal Management LLC 14141.82%4.98%8.40%Q2 2014Q3 201714
TIEDEMANN TRUST CO 13130.15%5.98%12.81%Q2 2013Q2 201613
FNY Managed Accounts LLC 910.00%0.24%1.47%Q1 2014Q1 201713
MILLIE CAPITAL MANAGEMENT, LLC 13130.26%1.55%3.74%Q4 2014Q4 201713
Meridian Wealth Advisors, LLC 1210.15%0.46%1.00%Q4 2018Q1 202213
Truvestments Capital LLC 820.05%0.11%0.27%Q2 2018Q4 202113
Cumberland Partners Ltd 1030.02%0.39%0.83%Q2 2018Q4 202113
Windhaven Investment Management, Inc. 810.00%0.11%0.35%Q2 2013Q1 201713
Russell Investments Group, Ltd. 1210.00%0.01%0.01%Q4 2016Q4 202113
Wolff Financial Management LLC 1030.18%0.34%0.59%Q4 2018Q1 202213
First National Bank of Hutchinson 610.07%0.13%0.16%Q4 2014Q1 202213
Fore Research & Management, LP 911.71%22.10%51.88%Q2 2013Q2 201713
PATTON FUND MANAGEMENT, INC. 13130.76%1.38%1.96%Q2 2019Q2 202213
Guidant Wealth Advisors 13130.00%0.01%0.01%Q3 2016Q3 201913
Cascade Investment Advisors, Inc. 13130.01%0.02%0.05%Q4 2018Q4 202113
GUARDIAN CAPITAL ADVISORS LP 1030.03%0.05%0.07%Q1 2014Q3 201813
Global Wealth Management Investment Advisory, Inc. 760.01%0.01%0.02%Q4 2018Q1 202213
Cable Hill Partners, LLC 13130.02%0.05%0.09%Q1 2016Q1 201913
WESPAC Advisors SoCal, LLC 1030.01%0.03%0.04%Q4 2015Q1 201913
Berkeley Capital Partners, LLC 1210.23%0.65%1.26%Q4 2015Q4 202013
Mitsubishi UFJ Kokusai Asset Management Co., Ltd. 13130.00%0.01%0.02%Q2 2013Q2 201613
Hexavest Inc. 13130.01%0.02%0.03%Q4 2016Q4 201913
CapWealth Advisors, LLC 760.01%0.01%0.03%Q2 2013Q3 201613
Institute for Wealth Management, LLC. 1110.05%0.08%0.15%Q1 2014Q1 202213
Tennessee Valley Asset Management Partners 1030.10%0.52%0.87%Q4 2018Q1 202213
Destination Wealth Management 610.00%0.47%5.15%Q1 2013Q2 201913
Prism Advisors, Inc. 13130.08%0.10%0.14%Q2 2019Q2 202213
LFA - Lugano Financial Advisors SA 940.07%3.53%7.80%Q3 2018Q4 202113
CenterStar Asset Management, LLC 410.00%1.23%5.75%Q4 2017Q2 201913
McQueen, Ball & Associates Inc. 13130.55%0.67%0.79%Q4 2015Q4 201813
Klingman & Associates, LLC 710.00%0.03%0.05%Q4 2014Q4 202113
Salomon & Ludwin, LLC 760.00%0.05%0.11%Q4 2018Q1 202213
Weyland Capital Management, LLC 13132.76%4.70%7.64%Q2 2013Q2 201613
Pensionmark Financial Group, LLC 13130.13%0.21%0.35%Q4 2018Q4 202113
VSR Financial Services, Inc. 13130.06%0.18%0.38%Q2 2013Q2 201613
Ellis Investment Partners, LLC 1210.02%0.08%0.20%Q4 2018Q1 202213
BLUEFIN CAPITAL MANAGEMENT, LLC 770.00%0.01%0.09%Q3 2020Q1 202213
RESOURCES MANAGEMENT CORP /CT/ /ADV 1120.08%0.09%0.12%Q3 2018Q1 202213
Magnus Financial Group LLC 13130.05%0.13%0.28%Q4 2018Q4 202113
Claro Advisors LLC 13130.15%0.26%0.36%Q4 2018Q4 202113
Boyer & Corporon Wealth Management, LLC 940.27%0.40%0.78%Q4 2013Q4 201813
ELEMENT POINTE ADVISORS, LLC 13130.95%3.92%5.57%Q4 2018Q4 202113
Smith & Howard Wealth Management, LLC 13130.11%0.20%0.31%Q4 2018Q4 202113
MONETA GROUP INVESTMENT ADVISORS LLC 910.00%0.03%0.05%Q3 2015Q1 202213
Kore Private Wealth LLC 13130.22%0.35%0.45%Q4 2018Q4 202113
TOWNSQUARE CAPITAL LLC 13130.02%0.20%0.64%Q4 2018Q4 202113
Financial Enhancement Group LLC 710.00%0.06%0.29%Q2 2016Q4 202113
PRW Wealth Management LLC 13130.25%1.64%6.35%Q4 2018Q4 202113
WealthPLAN Partners, LLC 710.01%0.06%0.28%Q1 2015Q4 202113
QUEST CAPITAL MANAGEMENT INC /ADV 13130.37%0.47%0.70%Q4 2018Q4 202113
HARVEST CAPITAL MANAGEMENT INC 1211.61%3.00%3.89%Q2 2013Q2 201913
Beacon Pointe Advisors, LLC 13130.08%0.20%0.39%Q4 2018Q4 202113
NORRIS PERNE & FRENCH LLP/MI 910.01%0.05%0.07%Q1 2015Q1 202213
MERCER GLOBAL ADVISORS INC /ADV 13130.02%0.16%0.37%Q1 2019Q1 202213
Trust Co 1030.00%0.01%0.02%Q2 2015Q2 202213
KANALY TRUST CO 1210.00%0.03%0.14%Q2 2013Q4 201613
BURNHAM ASSET MANAGEMENT CORP /NY/ 13130.09%0.11%0.20%Q2 2013Q2 201613
Capula Management Ltd 410.03%6.66%32.52%Q1 2019Q4 202113
Alpha Wave Global, LP 610.76%2.13%4.89%Q2 2013Q1 202013
WealthTrust Fairport, LLC 760.01%0.05%0.11%Q2 2013Q1 201913
GABELLI FUNDS LLC 810.00%0.03%0.14%Q3 2015Q3 201913
NKCFO LLC 1120.17%0.58%1.17%Q4 2018Q2 202213
Braver Wealth Management, LLC 13130.08%0.20%1.00%Q3 2013Q3 201613
Investors Capital Advisory Services 13130.09%0.18%0.32%Q2 2013Q2 201613
Laurel Wealth Advisors LLC 13130.31%0.38%0.45%Q4 2018Q4 202113
FIRSTMERIT BANK N A TRUSTEE 13130.06%0.38%1.80%Q2 2013Q2 201613
Biechele Royce Advisors 760.11%0.25%1.60%Q4 2017Q4 202113
FIDUCIARY TRUST INTERNATIONAL LLC 13131.24%1.70%1.95%Q2 2017Q2 202013
CAPE COD FIVE CENTS SAVINGS BANK 910.03%0.09%0.17%Q2 2013Q1 201813
ASSET ADVISORS CORP 13130.02%0.02%0.03%Q2 2013Q2 201613
Centric Wealth Management 940.10%0.16%0.20%Q4 2018Q1 202213
INVESTMENT PARTNERS, LTD. 710.11%0.20%0.41%Q1 2016Q1 202213
DOLIVER ADVISORS, LP 1210.08%0.22%0.36%Q4 2018Q1 202213
Fernwood Investment Management, LLC 760.08%0.14%0.24%Q4 2013Q4 202113
Larson Financial Group LLC 13130.02%0.04%0.06%Q4 2018Q4 202113
Sepio Capital, LP 13130.07%0.27%0.41%Q4 2018Q4 202113
James Hambro & Partners 1210.42%1.08%1.44%Q1 2019Q2 202213
WealthNavi Inc. 13136.28%7.45%8.54%Q1 2019Q1 202213
RDA Financial Network 940.08%0.28%0.45%Q1 2019Q2 202213
Golden State Wealth Management, LLC 13130.02%0.47%4.67%Q1 2019Q1 202213
Coastal Investment Advisors, Inc. 13130.22%0.37%0.53%Q1 2019Q1 202213
LIBERTY WEALTH MANAGEMENT LLC 1210.05%0.08%0.11%Q4 2018Q1 202213
TRUST CO OF TOLEDO NA /OH/ 420.04%0.08%0.13%Q2 2013Q1 202213
Sound View Wealth Advisors Group, LLC 12120.10%0.12%0.15%Q2 2019Q1 202212
Old North State Trust, LLC 660.04%0.05%0.06%Q3 2018Q4 202112
Atlantic Union Bankshares Corp 1110.01%1.66%2.39%Q1 2014Q2 202212
Savant Capital, LLC 1110.02%0.03%0.04%Q2 2019Q2 202212
C Partners Holding GmbH 121224.42%32.18%43.60%Q4 2014Q3 201712
Patriot Investment Management Inc. 750.03%0.12%0.33%Q1 2019Q1 202212
Yellowstone Partners, LLC 12120.12%0.30%0.47%Q4 2013Q3 201612
Ameritas Investment Company, LLC 12120.14%0.26%0.61%Q4 2018Q3 202112
Harel Insurance Investments & Financial Services Ltd. 710.00%0.02%0.13%Q4 2015Q2 202212
HRT FINANCIAL LP 710.18%0.42%0.85%Q3 2017Q1 202212
London & Capital Asset Management Ltd 12120.20%4.46%11.13%Q2 2019Q1 202212
3G Capital Partners 610.13%2.24%4.75%Q2 2013Q2 201812
Capital Planning Advisors, LLC 12120.22%0.35%0.67%Q4 2014Q3 201712
ROPES WEALTH ADVISORS LLC 910.00%0.03%0.16%Q3 2016Q4 202012
Saiers Capital, LLC 420.00%2.27%16.80%Q2 2013Q4 201412
BRIGADE CAPITAL MANAGEMENT, LP 610.38%5.75%21.06%Q4 2017Q3 202112
Verity Asset Management, Inc. 810.25%3.29%7.40%Q4 2013Q1 202212
CIDEL ASSET MANAGEMENT INC 12120.10%0.14%0.29%Q1 2019Q4 202112
Livingston Group Asset Management CO (operating as Southport Capital Management) 610.02%0.14%0.52%Q4 2013Q2 202112
Glassman Wealth Services 1010.00%0.00%0.02%Q1 2016Q3 202112
Tahithromos, L.L.C. 1112.39%15.03%44.84%Q1 2015Q1 201812
Canal Insurance CO 820.01%0.35%0.45%Q1 2016Q4 201812
NORTHEAST INVESTMENT MANAGEMENT 1020.02%0.21%1.23%Q2 2013Q4 201612
JMG Financial Group, Ltd. 620.01%0.08%0.29%Q2 2013Q1 202212
AXA S.A. 12120.00%0.00%0.00%Q3 2013Q2 201612
ALBION FINANCIAL GROUP /UT 410.02%0.03%0.04%Q3 2013Q1 202212
Pinnacle Advisory Group, Inc. 510.00%0.11%0.26%Q2 2013Q1 202112
Birch Hill Investment Advisors LLC 12120.01%0.02%0.03%Q3 2019Q2 202212
Wealthstar Advisors, LLC 830.00%0.57%2.10%Q2 2018Q4 202112
Lombard Odier & Cie (Canada), Limited Partnership 12120.53%1.12%2.14%Q4 2013Q3 201612
Clark Capital Management Group, Inc. 910.05%0.23%0.42%Q4 2014Q3 201812
IBERIABANK CORP 12120.63%1.70%2.47%Q3 2017Q2 202012
Aries Wealth Management 12120.16%0.29%0.49%Q1 2019Q4 202112
LAKE STREET FINANCIAL LLC 12120.94%1.95%3.46%Q3 2019Q2 202212
Joseph P. Lucia & Associates, LLC 12120.02%0.39%0.99%Q2 2019Q1 202212
10-15 ASSOCIATES, INC. 12120.06%0.12%0.15%Q3 2017Q2 202012
IVORY INVESTMENT MANAGEMENT, LLC 1020.39%1.65%3.15%Q2 2013Q3 201612
Coastline Trust Co 1110.03%0.11%0.28%Q2 2013Q3 202012
D. SCOTT NEAL, INC. 1020.01%0.68%5.29%Q4 2015Q2 202212
NEUMEIER POMA INVESTMENT COUNSEL LLC 660.52%0.75%1.18%Q2 2013Q4 202012
DOHENY ASSET MANAGEMENT /CA 1110.14%1.23%2.90%Q2 2018Q1 202212
MEYER HANDELMAN CO 12120.03%0.04%0.06%Q3 2019Q2 202212
HEADINVEST, LLC 1110.11%0.16%0.21%Q2 2015Q1 202212
Biltmore Wealth Management, LLC 12121.49%2.35%3.18%Q1 2019Q4 202112
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV 660.12%0.64%5.07%Q4 2020Q1 202212
HNP Capital LLC 910.02%0.10%0.18%Q4 2018Q2 202212
Grove Bank & Trust 930.01%0.12%0.58%Q1 2016Q4 202112
Inlet Private Wealth, LLC 1110.14%0.51%0.80%Q4 2018Q2 202212
Stratford Consulting, LLC 610.08%0.13%0.20%Q2 2013Q1 202012
Personal Capital Advisors Corp 1110.00%0.01%0.01%Q3 2018Q4 202112
Camden Capital, LLC 10100.08%0.58%0.84%Q4 2019Q1 202212
Darwin Advisors, LLC 810.10%0.97%2.02%Q1 2018Q3 202112
Mandatum Life Insurance Co Ltd 1010.00%0.09%0.17%Q4 2015Q4 202112
LOGAN CAPITAL MANAGEMENT INC 12120.01%0.01%0.02%Q2 2019Q1 202212
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 1010.00%0.01%0.04%Q4 2015Q1 202212
SUNFLOWER BANK, NA WEALTH MANAGEMENT 12120.16%0.20%0.24%Q4 2017Q3 202012
TFG Advisers LLC 12120.10%0.13%0.16%Q3 2019Q2 202212
BANK OF HAWAII 12120.03%0.74%3.93%Q2 2013Q1 201612
RUSSELL FRANK CO/ 12120.00%0.00%0.01%Q2 2013Q1 201612
FIELDPOINT PRIVATE ADVISORS, INC 660.56%1.49%4.30%Q2 2013Q2 201712
Mariner Wealth Advisors-Cincinnati, LLC 12120.02%0.89%2.00%Q4 2015Q3 201812
SIGNET FINANCIAL MANAGEMENT, LLC 410.00%0.03%0.08%Q3 2015Q4 202112
AGF INVESTMENTS INC. 510.00%0.07%0.15%Q2 2013Q1 202212
Quadrant Private Wealth Management, LLC 1010.10%0.23%0.40%Q4 2017Q4 202112
Orbitronix, LP 310.28%1.56%4.96%Q1 2014Q3 201612
VICTORY CAPITAL MANAGEMENT INC 840.00%0.04%0.16%Q3 2016Q1 202212
Human Investing LLC 1010.01%0.02%0.05%Q4 2018Q1 202212
BOURGEON CAPITAL MANAGEMENT LLC 12120.15%0.25%0.44%Q2 2019Q1 202212
SOUTH TEXAS MONEY MANAGEMENT LTD 1021.23%3.19%4.66%Q2 2013Q3 201912
BTG Pactual Global Asset Management Ltd 770.08%1.01%2.80%Q1 2020Q3 202112
Westchester Capital Management, Inc. 750.02%0.07%0.29%Q2 2013Q4 201712
Mountain Lake Investment Management LLC 660.18%6.88%14.45%Q2 2013Q2 202112
Landsberg, Bennett, & Dubbaneh LLC 12120.05%2.66%10.14%Q4 2018Q3 202112
Alpha Omega Wealth Management LLC 610.01%0.03%0.08%Q3 2017Q2 202212
Occidental Asset Management, LLC 660.13%0.23%0.36%Q1 2017Q1 202212
Balentine LLC 930.00%2.04%13.03%Q1 2015Q4 202012
OLD DOMINION CAPITAL MANAGEMENT INC 930.06%0.09%0.12%Q3 2018Q3 202112
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 840.03%0.26%0.39%Q4 2017Q1 202212
Calamos Wealth Management LLC 12120.05%0.06%0.08%Q2 2019Q1 202212
King Wealth 1010.04%0.39%0.63%Q2 2013Q4 202112
Voit & Company, LLC 880.00%1.41%5.06%Q4 2018Q3 202012
Sound Point Capital Management, LP 771.60%7.90%25.90%Q2 2020Q4 202112
Wealthstreet Investment Advisors, LLC 660.02%0.07%0.19%Q1 2018Q1 202112
Abbot Financial Management, Inc. 1110.10%0.15%0.19%Q1 2018Q4 202112
BTR CAPITAL MANAGEMENT INC 930.03%0.07%0.13%Q2 2013Q2 202212
OLD MISSION CAPITAL LLC 310.01%0.24%0.41%Q4 2014Q3 202112
Sandhill Capital Partners LLC 1010.02%0.13%0.19%Q3 2013Q4 202112
Evolution Wealth Advisors, LLC 1022.03%4.13%7.48%Q4 2018Q4 202112
Elmwood Wealth Management, Inc. 610.00%0.00%0.01%Q1 2018Q4 202112
HM PAYSON & CO 12120.01%0.02%0.03%Q2 2019Q1 202212
ESSEX INVESTMENT MANAGEMENT CO LLC 12120.06%0.32%1.27%Q2 2019Q1 202212
Crescent Grove Advisors, LLC 1020.04%0.08%0.14%Q1 2018Q2 202212
Modus Advisors, LLC 11110.68%1.04%1.73%Q4 2019Q2 202211
DELTEC ASSET MANAGEMENT LLC 710.05%0.27%0.65%Q2 2013Q4 202111
Venturi Wealth Management, LLC 610.08%0.20%0.32%Q1 2016Q4 202011
HYA Advisors, Inc 11110.14%0.19%0.27%Q4 2019Q2 202211
Parisi Gray Wealth Management 650.01%0.72%2.36%Q4 2017Q3 202111
Cedar Mountain Advisors, LLC 11110.02%0.02%0.02%Q4 2019Q2 202211
John W. Brooker & Co., CPAs 11110.01%0.01%0.01%Q4 2019Q2 202211
Zweig-DiMenna Associates LLC 11110.04%0.12%0.40%Q1 2015Q3 201711
Roundview Capital LLC 810.11%0.22%0.74%Q1 2014Q1 202211
Baystate Wealth Management LLC 510.00%0.01%0.03%Q1 2018Q4 202111
CT Financial Advisors LLC 1011.13%1.32%1.66%Q1 2014Q1 201711
Smart Money Group LLC 1010.27%1.27%1.99%Q3 2018Q2 202211
American Institute for Advanced Investment Management, LLP 11110.50%0.61%0.76%Q4 2019Q2 202211
Southeast Asset Advisors Inc. 830.06%0.19%0.29%Q4 2013Q1 202211
Procyon Advisors, LLC 11110.28%0.48%0.75%Q4 2019Q2 202211
WealthShield Partners, LLC 720.05%0.37%2.03%Q4 2017Q4 202111
CONTRAVISORY INVESTMENT MANAGEMENT, INC. 1010.00%0.03%0.05%Q4 2016Q4 201911
KEATING INVESTMENT COUNSELORS INC 11110.16%0.26%0.32%Q2 2019Q4 202111
Hawkins Capital L.P. 880.04%2.14%6.28%Q1 2016Q4 201711
Orion Portfolio Solutions, LLC 11110.05%0.10%0.25%Q4 2019Q2 202211
Timber Hill LLC 610.00%0.01%0.02%Q3 2013Q1 201711
NN Investment Partners Holdings N.V. 11110.10%0.16%0.21%Q2 2016Q4 201811
American Research & Management Co. 1010.01%0.02%0.03%Q2 2018Q2 202211
QP WEALTH MANAGEMENT, LLC 11111.68%2.24%2.68%Q4 2019Q2 202211
Tuttle Capital Management, LLC 510.08%1.18%5.10%Q1 2016Q1 202111
Baker Avenue Asset Management, LP 820.01%0.05%0.19%Q3 2013Q1 202211
HWG Holdings LP 510.00%0.39%1.66%Q2 2017Q4 202111
Minot Wealth Management LLC 11110.50%1.06%2.40%Q4 2019Q2 202211
Rock Point Advisors, LLC 11110.10%0.16%0.19%Q2 2013Q4 201511
Kavar Capital Partners, LLC 410.04%0.19%0.60%Q4 2013Q3 202011
ALTERNA WEALTH MANAGEMENT, INC 920.05%0.53%1.05%Q4 2018Q1 202211
BHF Kleinwort Benson Group S.A. 11110.00%0.06%0.13%Q2 2013Q4 201511
S.A. Mason LLC 11110.59%0.82%1.01%Q4 2019Q2 202211
55I, LLC 11110.02%0.07%0.13%Q2 2019Q4 202111
Relyea Zuckerberg Hanson LLC 11110.63%0.72%0.82%Q4 2019Q2 202211
HARBOR INVESTMENT ADVISORY, LLC 11110.32%0.45%0.64%Q4 2019Q2 202211
Titus Wealth Management 11110.18%0.43%0.77%Q2 2019Q4 202111
Arkadios Wealth Advisors 11110.26%0.55%1.06%Q4 2019Q2 202211
Pomelo Capital LLC 770.00%0.22%0.84%Q2 2013Q4 201411
ZEKE CAPITAL ADVISORS, LLC 11110.02%3.92%7.97%Q3 2019Q1 202211
NAVELLIER & ASSOCIATES INC 310.04%0.11%0.47%Q3 2012Q1 202211
ATHERTON LANE ADVISERS, LLC 11110.02%0.47%4.76%Q2 2013Q4 201511
MBE Wealth Management, LLC 11110.24%0.27%0.33%Q4 2019Q2 202211
Eidelman Virant Capital 920.10%0.71%1.51%Q2 2013Q2 202211
EVOKE WEALTH, LLC 11110.33%1.08%3.84%Q3 2019Q1 202211
HOERTKORN RICHARD CHARLES 11110.04%0.05%0.06%Q4 2013Q2 201611
Avidian Wealth Solutions, LLC 11110.27%0.41%0.71%Q3 2019Q1 202211
Belmont Capital, LLC 11110.01%0.05%0.11%Q4 2019Q2 202211
MONROE BANK & TRUST/MI 650.00%0.00%0.01%Q2 2013Q1 201611
LCNB CORP 11110.14%0.55%1.05%Q3 2019Q1 202211
Nelson Capital Management, LLC 1010.18%0.22%0.33%Q3 2017Q1 202211
Pinnacle Summer Investments, Inc. 11110.02%0.19%0.26%Q2 2013Q4 201511
Sather Financial Group Inc 11110.49%1.01%1.74%Q2 2013Q4 201511
SVB WEALTH LLC 11110.08%0.16%0.29%Q2 2019Q4 202111
KFA Private Wealth Group, LLC 11110.22%0.46%0.89%Q4 2019Q2 202211
Delta Investment Management, LLC 11110.26%0.47%1.10%Q4 2019Q2 202211
Barber Financial Group, Inc. 740.10%0.20%0.53%Q4 2016Q4 202111
Mengis Capital Management, Inc. 11110.05%0.06%0.07%Q4 2019Q2 202211
Valentine Capital Asset Management, Inc. 1010.07%0.11%0.18%Q1 2012Q4 201511
Dunvegan Associates, Inc. 11113.71%4.83%6.92%Q2 2013Q4 201511
EMORY UNIVERSITY 11110.00%20.00%39.30%Q2 2011Q4 201311
Corient Capital Partners, LLC 740.07%0.11%0.20%Q3 2016Q4 202111
CABANA LLC 11110.02%3.97%16.08%Q4 2017Q2 202011
Ranch Capital Advisors Inc. 11110.41%0.81%1.37%Q3 2019Q1 202211
Vigilare Wealth Management 11110.27%1.19%1.80%Q4 2019Q2 202211
VALLEY FORGE ASSET MANAGEMENT, LLC 11110.06%0.20%0.34%Q2 2013Q4 201511
Trek Financial, LLC 11110.04%0.30%0.82%Q3 2019Q1 202211
HORIZON KINETICS ASSET MANAGEMENT LLC 11110.01%0.06%0.24%Q3 2019Q1 202211
Bull Street Advisors, LLC 11110.15%0.20%0.24%Q3 2019Q1 202211
WT Wealth Management 11110.08%0.70%1.69%Q3 2019Q1 202211
Paragon Capital Management Ltd 11110.06%0.13%0.19%Q4 2019Q2 202211
Williams Jones Wealth Management, LLC. 11110.05%0.12%0.44%Q3 2019Q1 202211
Hoxton Financial, Inc. 1010.00%0.01%0.04%Q2 2013Q1 201611
Atlas Private Wealth Management 11110.88%1.40%1.84%Q4 2019Q2 202211
GREAT WEST LIFE ASSURANCE CO /CAN/ 810.00%0.03%0.17%Q3 2013Q2 202011
TRUEWEALTH LLC 11110.03%0.03%0.04%Q4 2017Q2 202011
WINMILL & CO. INC 11110.30%0.48%0.73%Q3 2019Q1 202211
MD Financial Management Inc. 11110.32%1.03%1.56%Q2 2019Q4 202111
ExodusPoint Capital Management, LP 440.01%0.23%0.84%Q1 2021Q4 202111
MONECO Advisors, LLC 11110.25%1.34%1.78%Q3 2019Q1 202211
MOSELEY INVESTMENT MANAGEMENT INC 11110.32%0.48%0.74%Q4 2019Q2 202211
WESTWOOD HOLDINGS GROUP INC 720.00%0.00%0.00%Q2 2013Q3 201711
SHUFRO ROSE & CO LLC 990.01%0.61%1.21%Q2 2020Q2 202211
K.J. Harrison & Partners Inc 510.12%0.37%0.81%Q3 2014Q1 202211
ATTICUS WEALTH MANAGEMENT, LLC 11110.07%0.11%0.16%Q4 2019Q2 202211
Pacifica Partners Inc. 11110.09%0.11%0.14%Q4 2019Q2 202211
FALCON POINT CAPITAL, LLC 830.08%0.52%2.78%Q3 2016Q3 202011
ING GROEP NV 710.00%0.02%0.04%Q1 2013Q3 201811
Squar Milner Financial Services LLC 11110.20%0.35%0.48%Q4 2017Q2 202011
GARDNER LEWIS ASSET MANAGEMENT L P 11110.38%0.57%0.85%Q3 2019Q1 202211
TimeScale Financial, Inc. 11110.03%0.04%0.05%Q2 2019Q4 202111
Pathway Financial Advisors LLC 910.12%0.24%0.30%Q4 2017Q4 202111
Financial Sense Advisors, Inc. 410.07%1.21%5.34%Q2 2013Q2 202211
Willingdon Wealth Management 11110.01%0.97%4.68%Q3 2017Q1 202011
Renaissance Technologies 310.00%0.01%0.02%Q4 2017Q1 202211
Spruce Investment Advisors LLC 11110.13%0.31%1.38%Q2 2013Q4 201511
Mission Creek Capital Partners, Inc. 10100.21%0.47%0.79%Q4 2019Q1 202210
SANDLER CAPITAL MANAGEMENT 310.04%1.67%4.25%Q2 2013Q4 202010
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT 10100.04%0.17%0.27%Q1 2013Q2 201510
FORBES J M & CO LLP 640.03%0.09%0.13%Q4 2019Q2 202210
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 810.01%0.03%0.13%Q1 2014Q2 202210
CADENCE BANK NA 910.07%0.09%0.16%Q1 2015Q2 202210
MARCO INVESTMENT MANAGEMENT LLC 820.02%0.05%0.10%Q1 2015Q1 202210
BOYS ARNOLD & CO INC 10100.04%0.05%0.06%Q2 2016Q3 201810
SCHRODER INVESTMENT MANAGEMENT GROUP 10100.00%0.28%0.63%Q2 2013Q3 201510
INTREPID CAPITAL MANAGEMENT INC 10100.11%0.15%0.19%Q4 2019Q1 202210
FULTON BREAKEFIELD BROENNIMAN LLC 550.03%0.03%0.04%Q3 2019Q1 202210
HIGH POINT BANK & TRUST CO 10100.00%0.17%0.82%Q2 2013Q3 201510
OKABENA INVESTMENT SERVICES INC 10100.94%5.83%9.37%Q4 2019Q1 202210
NICOLET BANKSHARES INC 420.04%0.15%0.35%Q4 2015Q1 202210
REGENTATLANTIC CAPITAL LLC 810.01%0.02%0.03%Q3 2013Q1 202210
WYNNEFIELD CAPITAL INC 10100.40%0.47%0.57%Q2 2013Q3 201510
WBH ADVISORY INC 610.04%0.09%0.16%Q2 2013Q3 202110
OVERBROOK MANAGEMENT CORP 10100.08%0.09%0.15%Q4 2019Q1 202210
NTV ASSET MANAGEMENT LLC 10100.06%0.07%0.09%Q4 2019Q1 202210
Madison Asset Management, LLC 10100.02%0.07%0.19%Q4 2019Q1 202210
Owl Creek Asset Management, L.P. 101011.73%19.62%29.98%Q4 2018Q1 202110
Saturna Capital CORP 10100.00%0.00%0.00%Q2 2013Q3 201510
Equitable Holdings, Inc. 10100.10%0.24%0.36%Q4 2019Q1 202210
BROWN ADVISORY INC 880.00%0.00%0.00%Q2 2020Q1 202210
Parsec Financial Management, Inc. 10100.03%0.04%0.07%Q1 2020Q2 202210
Round Table Services, LLC 910.10%0.13%0.19%Q2 2013Q3 201810
Harrington Investments, INC 910.01%0.34%0.53%Q3 2018Q2 202210
Marble Harbor Investment Counsel, LLC 10100.13%0.19%0.37%Q2 2013Q3 201510
Weiss Multi-Strategy Advisers LLC 610.01%0.58%2.42%Q3 2013Q2 202110
Laurion Capital Management LP 410.03%0.61%2.04%Q4 2013Q3 202010
683 Capital Management, LLC 430.15%9.50%30.49%Q2 2013Q1 201510
J.W. COLE ADVISORS, INC. 10100.24%0.52%1.29%Q4 2019Q1 202210
First National Bank of Mount Dora, Trust Investment Services 910.07%0.10%0.12%Q3 2016Q2 202210
Perella Weinberg Partners Capital Management LP 910.09%6.49%11.86%Q2 2013Q1 202210
Meritage Group LP 710.30%1.71%2.94%Q4 2013Q4 201610
Welch Group, LLC 10100.06%0.07%0.10%Q1 2020Q2 202210
MOORE CAPITAL MANAGEMENT, LP 210.02%0.58%2.18%Q1 2014Q4 202010
Cohen Klingenstein LLC 10100.16%0.21%0.26%Q2 2013Q3 201510
Hollow Brook Wealth Management LLC 10101.46%1.90%2.60%Q4 2019Q1 202210
Granite Investment Advisors, LLC 10100.04%0.10%0.18%Q2 2019Q3 202110
RiverFront Investment Group, LLC 730.46%1.22%2.44%Q4 2008Q1 201210
Argentus Capital Management, LLC 510.05%0.45%1.11%Q2 2013Q3 201610
Live Your Vision, LLC 10100.00%0.00%0.01%Q4 2016Q1 201910
Convergent Wealth Advisors 10100.64%11.89%27.81%Q2 2013Q3 201510
Charles Schwab Investment Advisory, Inc. 640.00%0.35%0.92%Q3 2013Q4 201910
AT Bancorp 10101.41%1.77%2.27%Q2 2013Q3 201510
Cambria Investment Management, L.P. 10101.30%1.66%2.74%Q2 2017Q3 201910
Centre Asset Management, LLC 820.42%0.55%0.82%Q1 2014Q2 202210
Peregrine Asset Advisers, Inc. 510.05%0.96%3.91%Q1 2013Q1 202210
PICTET BANK & TRUST Ltd 811.46%2.34%5.11%Q1 2017Q1 202210
Redhawk Wealth Advisors, Inc. 820.06%1.97%6.45%Q2 2019Q1 202210
Bank Julius Baer & Co. Ltd, Zurich 10100.02%0.10%0.17%Q1 2020Q2 202210
Stonehearth Capital Management, LLC 10100.78%2.99%6.70%Q1 2020Q2 202210
Filament LLC 550.06%0.13%0.28%Q2 2013Q3 202010
INVESTMENT HOUSE LLC 410.03%0.10%0.28%Q3 2015Q2 202010
Cerity Partners LLC 10100.01%0.57%0.89%Q3 2019Q4 202110
Madrona Financial Services, LLC 10100.15%1.19%2.07%Q3 2019Q4 202110
Napier Park Global Capital (US) LP 820.12%1.36%5.75%Q2 2018Q1 202110
Sullivan, Bruyette, Speros & Blaney, LLC 10100.17%0.20%0.25%Q4 2018Q1 202110
American Money Management, LLC 820.16%0.20%0.24%Q4 2013Q3 201610
CAPROCK Group, Inc. 10100.94%3.35%7.38%Q4 2014Q1 201710
SG3 Management, LLC 880.02%0.51%2.89%Q1 2020Q4 202110
Sunbelt Securities, Inc. 510.01%0.10%0.16%Q4 2016Q4 202110
BFAM Partners (Cayman) Ltd 520.81%7.48%17.12%Q4 2019Q3 202110
Pointe Capital Management LLC 730.14%0.76%1.18%Q1 2015Q4 202110
Wealthspire Advisors, LLC 910.01%0.11%0.22%Q4 2018Q4 202110
Kovitz Investment Group Partners, LLC 910.01%0.02%0.03%Q1 2019Q4 202110
Allegis Investment Advisors, LLC 10100.07%0.75%2.52%Q4 2015Q1 201810
SIMON QUICK ADVISORS, LLC 510.00%0.08%0.16%Q4 2016Q4 202110
Robinson Value Management, Ltd. 510.00%1.70%2.85%Q4 2016Q4 202110
PIER 88 INVESTMENT PARTNERS LLC 820.20%0.54%0.95%Q2 2019Q4 202110
BFSG, LLC 10101.94%2.84%3.82%Q3 2019Q4 202110
DeDora Capital, Inc. 10100.34%0.40%0.48%Q3 2019Q4 202110
Castle Rock Wealth Management, LLC 820.07%0.42%0.89%Q3 2019Q1 202210
Taylor Hoffman Wealth Management 910.01%0.03%0.04%Q4 2017Q2 202010
Lucia Wealth Services, LLC 730.00%0.02%0.05%Q1 2018Q3 202010
Requisite Capital Management, LLC 10100.17%2.30%5.55%Q3 2019Q4 202110
180 WEALTH ADVISORS, LLC 10100.11%0.23%0.41%Q1 2020Q2 202210
Altium Wealth Management LLC 910.02%0.03%0.08%Q1 2018Q2 202210
Financial Gravity Asset Management, Inc. 520.00%0.04%0.14%Q1 2018Q4 202110
SOROS CAPITAL MANAGEMENT LLC 710.04%1.31%9.79%Q4 2019Q4 202110
JGP Wealth Management, LLC 10100.06%0.10%0.32%Q1 2020Q2 202210
Baldrige Asset Management LLC 10100.10%0.17%0.34%Q1 2020Q2 202210
CARY STREET PARTNERS INVESTMENT ADVISORY LLC 810.15%0.33%0.76%Q4 2018Q1 202210
Outlook Wealth Advisors, LLC 10100.09%0.46%0.80%Q4 2019Q1 202210
Inscription Capital, LLC 820.09%0.51%1.47%Q4 2018Q1 202210
HOWARD FINANCIAL SERVICES, LTD. 10100.11%0.18%0.27%Q1 2020Q2 202210
Atwater Malick LLC 10100.15%0.20%0.27%Q1 2020Q2 202210
TRANSCEND CAPITAL ADVISORS, LLC 640.24%0.54%1.00%Q4 2019Q2 202210
Leelyn Smith, LLC 10100.01%0.04%0.07%Q4 2019Q1 202210
EPIQ Capital Group, LLC 10101.88%3.26%5.32%Q4 2019Q1 202210
IEQ CAPITAL, LLC 10100.06%0.13%0.25%Q4 2019Q1 202210
Bleichroeder LP 101010.75%14.01%18.38%Q4 2019Q1 202210
Meridian Wealth Partners, LLC 10100.06%0.10%0.13%Q4 2019Q1 202210
Red Door Wealth Management, LLC 10100.16%2.11%6.54%Q1 2020Q2 202210
Clear Creek Financial Management, LLC 510.09%0.65%1.86%Q2 2019Q1 202210
tru Independence LLC 10100.01%3.03%19.63%Q4 2019Q1 202210
Banque Cantonale Vaudoise 10100.00%0.01%0.05%Q4 2019Q1 202210
Hyperion Capital Advisors LP 10100.12%0.19%0.24%Q4 2019Q1 202210
Americana Partners, LLC 10100.26%2.24%4.92%Q4 2019Q1 202210
Comprehensive Financial Management LLC 10101.79%2.44%4.22%Q4 2019Q1 202210
Firestone Capital Management 10100.48%0.56%0.68%Q4 2019Q1 202210
XML Financial, LLC 10100.30%1.25%1.85%Q4 2019Q1 202210
Briaud Financial Planning, Inc 101051.86%63.34%79.67%Q4 2019Q1 202210
Laidlaw Wealth Management LLC 10100.28%0.59%0.84%Q4 2019Q1 202210
Symphony Financial, Ltd. Co. 10100.97%1.66%2.50%Q1 2020Q2 202210
Parcion Private Wealth LLC 10100.34%0.89%1.69%Q4 2019Q1 202210
BELLEVUE ASSET MANAGEMENT, LLC 10100.03%0.04%0.05%Q4 2019Q1 202210
CVA Family Office, LLC 10100.01%0.01%0.01%Q1 2020Q2 202210
Aurora Private Wealth, Inc. 550.08%0.14%0.23%Q4 2019Q2 202210
SENTINEL PENSION ADVISORS INC 10100.16%0.27%0.45%Q4 2019Q1 202210
Strategic Wealth Investment Group, LLC 10102.42%2.81%4.53%Q4 2019Q1 202210
Marks Group Wealth Management, Inc 10100.08%0.10%0.12%Q4 2019Q1 202210
Lloyd Advisory Services, LLC. 10100.22%4.27%9.27%Q4 2019Q1 202210
Tatro Capital, LLC 10103.01%6.49%9.52%Q4 2019Q1 202210
Soltis Investment Advisors LLC 10100.10%0.15%0.23%Q4 2019Q1 202210
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC 10100.01%0.14%0.50%Q4 2019Q1 202210
Visionary Wealth Advisors 10100.12%0.57%1.15%Q4 2019Q1 202210
EPG Wealth Management LLC 10100.50%0.95%1.51%Q4 2019Q1 202210
Private Wealth Strategies, L.L.C. 10100.83%8.78%14.72%Q4 2019Q1 202210
Total Clarity Wealth Management, Inc. 10100.09%0.29%0.56%Q4 2019Q1 202210
Danda Trouve Investment Management, Inc. 730.08%3.27%7.31%Q4 2019Q2 202210
swisspartners Advisors Ltd 10102.89%6.31%8.95%Q4 2019Q1 202210
Rosenberg Matthew Hamilton 10100.15%0.21%0.24%Q1 2020Q2 202210
Disciplined Investments, LLC 10100.00%0.01%0.04%Q4 2019Q1 202210
IAG Wealth Partners, LLC 10100.02%0.04%0.08%Q4 2019Q1 202210
MINOT CAPITAL, LP 10103.75%6.20%9.28%Q4 2018Q1 202110
Continuum Advisory, LLC 610.15%0.19%0.26%Q1 2017Q1 202210
CITY NATIONAL BANK 10100.06%0.13%0.23%Q2 2013Q3 201510
GILL CAPITAL PARTNERS, LLC 910.09%0.23%0.35%Q4 2018Q1 202210
CAPSTONE ASSET MANAGEMENT CO 550.01%0.02%0.02%Q2 2013Q2 201710
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. 10100.10%0.23%0.42%Q4 2019Q1 202210
ALERUS FINANCIAL NA 10101.01%1.25%1.49%Q4 2019Q1 202210
KELLY LAWRENCE W & ASSOCIATES INC/CA 620.00%0.04%0.17%Q2 2013Q4 201710
Greenline Partners, LLC 990.10%0.15%0.22%Q4 2019Q4 20219
PSI Advisors, LLC 810.05%0.28%0.39%Q4 2019Q2 20229
ALPINE WOODS CAPITAL INVESTORS, LLC 990.09%0.61%1.81%Q1 2020Q1 20229
Consolidated Investment Group LLC 990.39%0.70%1.01%Q4 2019Q4 20219
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. 990.02%0.04%0.06%Q1 2020Q1 20229
Cornell Pochily Investment Advisors, Inc. 990.09%0.12%0.14%Q2 2020Q2 20229
GROUP ONE TRADING, L.P. 410.00%0.04%0.19%Q1 2014Q1 20229
First Dallas Securities Inc. 710.08%1.19%2.60%Q2 2014Q1 20229
Banco BTG Pactual S.A. 210.00%2.61%15.95%Q1 2016Q3 20219
Avion Wealth 990.03%0.04%0.06%Q1 2020Q1 20229
Parasol Investment Management, LLC 540.00%2.78%6.48%Q4 2013Q1 20179
Integrated Advisors Network LLC 990.12%0.34%0.68%Q4 2019Q4 20219
Stanford Investment Group, Inc. 990.05%0.09%0.14%Q4 2014Q4 20169
Select Asset Management & Trust 510.38%3.07%6.91%Q4 2013Q4 20219
Fusion Investment Group, LLC 880.03%0.48%0.79%Q4 2013Q3 20159
HawsGoodwin Investment Management LLC 991.31%1.81%3.21%Q4 2019Q4 20219
BEACON FINANCIAL GROUP 810.04%0.14%0.80%Q3 2013Q3 20219
Eton Park Capital Management, L.P. 554.64%14.85%30.57%Q1 2016Q1 20179
HHG & Company, LLC 990.43%0.64%1.08%Q1 2014Q1 20169
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE 992.30%2.48%2.76%Q2 2013Q2 20159
Baltimore-Washington Financial Advisors, Inc. 810.01%0.02%0.02%Q4 2013Q4 20219
Fortis Capital Management LLC 990.71%1.18%1.72%Q1 2020Q1 20229
Copperleaf Capital, LLC 990.20%0.23%0.25%Q1 2020Q1 20229
Hayden Royal, LLC 610.45%1.38%2.24%Q4 2018Q2 20219
Point72 Hong Kong Ltd 550.01%0.06%0.16%Q4 2020Q4 20219
Jackson, Grant Investment Advisers, Inc. 810.05%0.11%0.17%Q4 2015Q4 20219
GREATMARK INVESTMENT PARTNERS, INC. 630.04%0.13%0.23%Q2 2013Q2 20219
Stonebridge Financial Planning Group, LLC 990.03%0.05%0.07%Q4 2019Q4 20219
CONNORS INVESTOR SERVICES INC 710.04%0.05%0.06%Q3 2014Q3 20179
Glaxis Capital Management, LLC 210.22%14.63%47.44%Q2 2014Q4 20209
CAROLINAS WEALTH CONSULTING LLC 990.21%0.29%0.40%Q1 2020Q1 20229
MADDEN SECURITIES Corp 810.44%1.17%2.24%Q4 2019Q1 20229
Eudaimonia Partners, LLC 810.03%0.07%0.11%Q4 2019Q1 20229
Independent Family Office, LLC 992.79%3.46%4.60%Q4 2019Q4 20219
Auxano Advisors, LLC 990.12%0.18%0.24%Q1 2020Q1 20229
Eagle Capital Management, LLC 990.09%0.14%0.36%Q4 2019Q4 20219
StoneX Group Inc. 720.08%0.12%0.18%Q3 2019Q4 20219
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 990.26%0.32%0.42%Q1 2020Q1 20229
ALETHEA CAPITAL MANAGEMENT, LLC 310.00%0.20%0.95%Q2 2015Q4 20219
Atlas Principals, LLC 551.11%3.90%8.02%Q4 2019Q4 20209
Zurcher Kantonalbank (Zurich Cantonalbank) 720.00%0.00%0.02%Q4 2013Q2 20189
Costello Asset Management, INC 990.01%0.01%0.02%Q2 2020Q2 20229
LeJeune Puetz Investment Counsel LLC 510.04%0.05%0.06%Q2 2019Q2 20229
BADGLEY PHELPS & BELL INC 420.01%0.02%0.06%Q2 2013Q2 20219
SevenBridge Financial Group, LLC 810.01%1.38%2.12%Q2 2016Q2 20229
DIAMANT ASSET MANAGEMENT, INC. 720.18%0.22%0.28%Q3 2019Q4 20219
CAPITAL ADVISORS INC/OK 620.00%0.01%0.02%Q4 2019Q2 20229
GILDER GAGNON HOWE & CO LLC 510.00%0.07%0.34%Q2 2013Q4 20209
Cresset Asset Management, LLC 420.00%0.04%0.12%Q1 2019Q4 20219
GLUSKIN SHEFF & ASSOC INC 610.02%0.93%5.03%Q2 2016Q1 20229
SlateStone Wealth, LLC 990.20%0.28%0.49%Q4 2019Q4 20219
EWG Elevate Inc. 990.13%2.90%6.30%Q2 2020Q2 20229
MARINER INVESTMENT GROUP LLC 420.00%0.02%0.07%Q3 2013Q1 20229
CRA Financial Services, LLC 810.11%0.20%0.28%Q4 2019Q2 20229
Bernardo Wealth Planning LLC 990.12%0.14%0.16%Q1 2020Q1 20229
CAHABA WEALTH MANAGEMENT, INC. 610.03%0.13%0.28%Q3 2017Q2 20229
Titan Capital Management, LLC /CA 510.19%4.06%10.33%Q4 2018Q2 20229
Lyons Wealth Management, LLC. 310.00%0.24%0.45%Q2 2013Q3 20189
AMERICAN ECONOMIC PLANNING GROUP INC /ADV 990.08%0.09%0.10%Q4 2016Q4 20189
Hoover Financial Advisors, Inc. 810.19%0.50%0.90%Q4 2018Q2 20219
ALLIANCEBERNSTEIN L.P. 610.00%0.00%0.01%Q1 2014Q1 20229
Manifold Partners, LLC 630.04%1.39%4.04%Q2 2013Q3 20169
FIRST NEW YORK SECURITIES LLC /NY 710.00%0.74%3.17%Q2 2013Q1 20169
Waldron Private Wealth LLC 610.02%0.05%0.10%Q1 2014Q4 20219
Stewardship Advisors, LLC 990.20%0.65%1.91%Q2 2020Q2 20229
PROSPECTOR PARTNERS LLC 990.03%0.08%0.14%Q2 2013Q2 20159
Ballew Advisors, Inc 630.05%0.59%1.76%Q1 2018Q2 20219
Harbour Capital Advisors, LLC 410.05%0.32%0.95%Q1 2013Q2 20229
BANK OF STOCKTON 710.08%0.35%0.78%Q2 2013Q2 20229
DDD Partners, LLC 541.08%1.82%3.36%Q4 2018Q4 20219
Antonetti Capital Management LLC 610.04%0.61%2.13%Q2 2010Q4 20219
HC FINANCIAL ADVISORS INC 990.08%0.13%0.15%Q1 2020Q1 20229
KOKUSAI Asset Management Co., Ltd. 310.17%0.35%1.10%Q3 2011Q4 20149
Windsor Financial Group, LLC 992.16%2.31%2.48%Q2 2015Q2 20179
WOODMONT INVESTMENT COUNSEL LLC 410.01%0.03%0.08%Q4 2013Q4 20219
Crosspoint Capital Strategies, LLC 990.04%0.10%0.19%Q4 2013Q4 20159
SEIZERT CAPITAL PARTNERS, LLC 610.01%0.01%0.01%Q2 2013Q3 20169
VAN ECK ASSOCIATES CORP 410.00%0.13%0.31%Q2 2013Q4 20219
GeoWealth Management, LLC 720.00%0.56%1.63%Q3 2019Q4 20219
Strategic Blueprint, LLC 810.02%0.33%0.47%Q3 2019Q4 20219
Coho Partners, Ltd. 990.01%0.22%0.33%Q2 2020Q2 20229
CYPRESS CAPITAL MANAGEMENT LLC 810.02%0.04%0.09%Q4 2018Q1 20229
Jackson Financial Management 992.95%5.81%9.23%Q4 2017Q4 20199
DAVIDSON INVESTMENT ADVISORS 540.00%0.08%0.19%Q4 2015Q1 20229
RATIONAL ADVISORS LLC 310.00%0.41%1.14%Q2 2018Q1 20229
SHEETS SMITH WEALTH MANAGEMENT 720.24%0.34%0.55%Q2 2013Q1 20229
Fullerton Fund Management Co Ltd. 630.02%2.04%5.13%Q2 2019Q4 20219
GREENLEAF TRUST 410.00%0.01%0.07%Q2 2013Q4 20189
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. 810.29%1.18%2.48%Q1 2015Q4 20219
Quintium Advisors, LLC 990.34%0.72%1.51%Q4 2013Q4 20159
FNY Partners Fund LP 660.00%0.08%0.24%Q4 2016Q1 20189
Formidable Asset Management, LLC 710.10%0.14%0.19%Q2 2019Q4 20219
PRIVATE ASSET MANAGEMENT INC 990.04%0.04%0.05%Q2 2018Q2 20209
Your Advocates Ltd., LLP 996.93%7.48%8.04%Q1 2020Q1 20229
Independent Portfolio Consultants, Inc. 610.00%0.01%0.05%Q2 2014Q1 20179
American Financial Network Advisory Services LLC 990.26%0.70%1.38%Q3 2017Q3 20199
Sugarloaf Wealth Management, LLC 810.02%0.02%0.05%Q4 2019Q2 20229
Enterprise Trust & Investment Co 990.01%0.02%0.04%Q2 2020Q2 20229
SEAVIEW INVESTMENT MANAGERS LLC 880.16%0.32%0.61%Q3 2020Q2 20228
HARVEST GROUP WEALTH MANAGEMENT, LLC 880.00%0.01%0.01%Q1 2019Q4 20208
DFPG INVESTMENTS, LLC 880.58%1.51%2.69%Q3 2019Q2 20218
KSA CAPITAL MANAGEMENT, LLC 8812.22%17.76%22.66%Q1 2014Q4 20158
Greenlight Capital 881.06%2.16%5.48%Q2 2020Q1 20228
Claraphi Advisory Network, LLC 710.10%1.50%4.10%Q2 2019Q1 20228
Successful Portfolios LLC 880.11%0.15%0.24%Q3 2020Q2 20228
Close Asset Management Ltd 880.00%0.00%0.01%Q4 2016Q3 20188
First Allied Asset Management, Inc. 880.06%0.99%1.58%Q2 2013Q1 20158
SCHARF INVESTMENTS, LLC 880.12%0.21%0.39%Q4 2018Q3 20208
Geneva Partners, LLC 710.31%1.57%4.25%Q2 2019Q4 20218
Bank of Kentucky, Inc. 880.01%0.02%0.03%Q2 2013Q1 20158
JCIC Asset Management Inc. 410.00%0.01%0.01%Q3 2014Q2 20218
YHB Investment Advisors, Inc. 880.32%0.38%0.48%Q3 2020Q2 20228
Evermore Global Advisors, LLC 711.99%6.69%11.21%Q4 2016Q4 20188
Sio Capital Management, LLC 883.15%4.30%5.90%Q1 2020Q4 20218
Woodson Capital Management, LP 662.22%5.06%7.78%Q2 2020Q3 20218
SCOGGIN MANAGEMENT LP 310.04%1.25%7.86%Q2 2013Q2 20218
Gary Goldberg Planning Services Inc 880.00%0.02%0.04%Q1 2013Q4 20148
CAHILL FINANCIAL ADVISORS INC 710.02%0.37%0.54%Q2 2015Q3 20218
Elite Wealth Management, Inc. 620.00%0.01%0.02%Q3 2012Q3 20148
SHELTON CAPITAL MANAGEMENT 620.02%0.04%0.13%Q2 2013Q2 20178
BIEGEL & WALLER LLC 880.13%0.18%0.22%Q4 2016Q3 20188
Cornerstone Capital, Inc. 880.11%0.15%0.21%Q2 2020Q1 20228
FIRST NATIONAL CORP /MA/ /ADV 510.06%0.21%1.00%Q4 2018Q2 20228
BAIRD ROBERT W & CO INC /WI/ 880.05%0.07%0.12%Q2 2013Q1 20158
IRONWOOD INVESTMENT MANAGEMENT LLC 880.43%0.51%0.65%Q2 2020Q1 20228
JUMP TRADING, LLC 440.37%1.41%4.92%Q2 2019Q1 20208
Merriman Wealth Management, LLC 710.02%0.04%0.11%Q2 2018Q4 20218
SMITH CAPITAL MANAGEMENT INC /AR/ADV 880.33%0.36%0.41%Q4 2018Q3 20208
COZAD ASSET MANAGEMENT INC 880.07%0.08%0.10%Q2 2020Q1 20228
BOSTON PRIVATE BANK & TRUST CO 880.21%0.24%0.27%Q2 2013Q1 20158
Mount Lucas Management LP 320.07%0.43%0.62%Q1 2016Q2 20198
JD CAPITAL MANAGEMENT LLC 210.14%1.66%5.62%Q2 2013Q1 20208
RELIANCE TRUST CO 510.26%1.97%3.24%Q2 2013Q3 20178
MATRIX PRIVATE CAPITAL GROUP LLC 880.14%0.40%0.63%Q2 2020Q1 20228
Newbridge Financial Services Group, Inc. 880.16%0.24%0.37%Q3 2020Q2 20228
Ellsworth Advisors, LLC 884.17%5.07%6.53%Q2 2020Q1 20228
AlphaStar Capital Management, LLC 420.06%0.17%0.33%Q2 2018Q4 20218
St. Johns Investment Management Company, LLC 880.07%0.37%2.26%Q1 2020Q4 20218
JET CAPITAL INVESTORS L P 880.04%0.08%0.12%Q2 2020Q1 20228
Wealth Advisory Solutions, LLC 510.07%0.21%0.55%Q4 2019Q1 20228
Hexagon Capital Partners LLC 880.02%0.07%0.09%Q3 2020Q2 20228
CATALYST PRIVATE WEALTH, LLC 880.13%0.22%0.36%Q3 2020Q2 20228
Empire Life Investments Inc. 620.01%0.15%0.29%Q1 2018Q2 20208
Intrua Financial, LLC 882.16%3.00%4.88%Q2 2020Q1 20228
Samalin Investment Counsel, LLC 710.11%0.35%0.54%Q4 2019Q4 20218
Center for Financial Planning, Inc. 710.00%0.00%0.00%Q4 2019Q1 20228
Aprio Wealth Management, LLC 440.57%1.54%3.07%Q1 2020Q1 20228
Annex Advisory Services, LLC 620.40%0.56%0.91%Q2 2013Q1 20228
Wealth Quarterback LLC 510.48%1.65%3.60%Q1 1987Q3 20218
Petix & Botte Co 880.15%0.19%0.33%Q2 2020Q1 20228
Wealth Advisors of Iowa, LLC 880.16%2.28%6.11%Q2 2020Q1 20228
Alhambra Investment Partners LLC 880.26%0.31%0.40%Q3 2020Q2 20228
SVA Wealth Management, LLC 440.02%0.08%0.16%Q4 2014Q3 20208
Legacy Wealth Planning, LLC 880.26%0.62%1.18%Q2 2020Q1 20228
DRIEHAUS CAPITAL MANAGEMENT LLC 210.01%0.03%0.08%Q1 2014Q1 20228
Elevated Capital Advisors, LLC 410.48%0.98%1.55%Q1 2019Q1 20228
GANTZERT INVESTMENT CO LLC /ADV 880.05%0.10%0.13%Q4 2018Q3 20208
SeaBridge Investment Advisors LLC 510.00%0.18%1.06%Q4 2013Q3 20208
Investors Financial Group, LLC 880.21%0.53%0.70%Q1 2020Q4 20218
Beacon Financial Advisory LLC 880.13%0.17%0.22%Q2 2020Q1 20228
COURIER CAPITAL LLC 710.02%0.03%0.07%Q2 2013Q2 20228
Resource Planning Group 880.14%0.18%0.23%Q2 2019Q1 20218
FRONTIER INVESTMENT MGMT CO 320.01%1.40%5.52%Q2 2013Q2 20208
PFG Private Wealth Management, LLC 880.22%0.27%0.37%Q3 2020Q2 20228
Paragon Advisors, LLC 880.09%0.23%0.38%Q2 2020Q1 20228
Professional Financial Advisors, LLC 880.03%0.42%0.96%Q2 2020Q1 20228
ARCADIA INVESTMENT MANAGEMENT CORP/MI 310.01%0.03%0.06%Q1 2018Q2 20228
NAPLES GLOBAL ADVISORS, LLC 880.04%0.05%0.07%Q1 2020Q4 20218
Venture Visionary Partners LLC 880.06%0.27%0.80%Q2 2020Q1 20228
Guild Investment Management, Inc. 310.50%4.52%13.95%Q1 2012Q3 20188
Matrix Trust Co 710.08%1.29%1.84%Q2 2019Q1 20228
GUYASUTA INVESTMENT ADVISORS INC 880.04%0.04%0.04%Q3 2020Q2 20228
Core Alternative Capital 882.20%2.88%3.64%Q1 2020Q4 20218
AMP Capital Investors Ltd 880.02%0.02%0.03%Q2 2013Q1 20158
Sterling Capital Management LLC 440.00%0.00%0.00%Q3 2014Q2 20188
Ameraudi Asset Management, Inc. 880.47%1.35%2.35%Q2 2020Q1 20228
Tolleson Wealth Management, Inc. 880.27%0.34%0.45%Q2 2020Q1 20228
Opus Capital Group, LLC 420.01%0.04%0.05%Q1 2014Q1 20228
CAPITAL ONE FINANCIAL CORP 880.05%0.12%0.24%Q1 2020Q4 20218
Price Wealth, LLC 710.00%0.01%0.02%Q1 2018Q3 20208
BALTIMORE CAPITAL MANAGEMENT, INC 714.73%5.14%5.63%Q1 2017Q1 20198
Traverso Chambers Private Wealth Management, LLC 880.10%0.11%0.13%Q3 2020Q2 20228
DAGCO, INC. 880.09%0.21%0.43%Q2 2020Q1 20228
Robertson Stephens Wealth Management, LLC 880.08%0.11%0.15%Q2 2020Q1 20228
Astor Investment Management LLC 420.04%2.06%4.54%Q1 2018Q1 20218
Cabot-Wellington, LLC 884.76%5.90%6.86%Q2 2013Q1 20158
Lombard Odier Transatlantic Ltd 880.36%1.13%2.24%Q4 2014Q3 20168
Relative Value Partners, LLC 880.03%0.04%0.07%Q2 2013Q1 20158
Wellesley Investment Partners, LLC 880.07%0.08%0.09%Q2 2017Q1 20198
Bristlecone Advisors, LLC 710.02%0.05%0.07%Q3 2017Q4 20218
Intrinsic Edge Capital Management LLC 880.44%0.78%1.02%Q1 2020Q4 20218
Strategic Investment Advisors / MI 880.06%0.41%0.82%Q3 2019Q2 20218
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE 881.08%5.35%10.22%Q4 2013Q3 20158
Bell Rock Capital LLC 620.38%0.78%1.46%Q2 2019Q1 20228
ADVISOR GROUP HOLDINGS, INC. 880.27%0.41%0.59%Q1 2020Q4 20218
Selective Wealth Management, Inc. 710.03%0.06%0.17%Q3 2018Q4 20218
PERSONAL CFO SOLUTIONS, LLC 880.26%0.61%1.00%Q1 2020Q4 20218
Pinnacle Family Advisors, LLC 441.09%2.55%4.41%Q3 2017Q1 20208
Wealth Architects, LLC 710.08%0.10%0.13%Q4 2015Q4 20218
Mizuho Trust & Banking Co., Ltd. 880.34%0.36%0.41%Q4 2014Q3 20168
CAXTON CORP 882.81%5.10%9.17%Q2 2020Q1 20228
Retirement Group, LLC 710.02%0.42%0.79%Q4 2019Q4 20218
Cheyne Capital Management (UK) LLP 420.74%4.49%9.92%Q1 2016Q1 20228
AMARILLO NATIONAL BANK 530.04%0.06%0.08%Q2 2020Q2 20228
USAdvisors Wealth Management, LLC 880.62%1.40%1.95%Q2 2020Q1 20228
Rossmore Private Capital 710.06%0.12%0.27%Q4 2017Q4 20218
Boston Common Asset Management, LLC 530.00%0.05%0.24%Q2 2013Q3 20188
FACTORY MUTUAL INSURANCE CO 620.05%0.41%1.08%Q2 2013Q1 20228
MANAGED ACCOUNT ADVISORS LLC 880.00%0.00%0.01%Q3 2013Q2 20158
Telemark Asset Management, LLC 321.06%3.40%7.28%Q3 2013Q2 20208
Secrest Blakey & Associates, LLC 880.98%1.21%1.40%Q4 2017Q3 20198
CARLSON CAPITAL L P 410.01%0.04%0.09%Q3 2018Q1 20228
Northwest Capital Management Inc 880.40%0.48%0.65%Q4 2017Q3 20198
Banco de Sabadell, S.A 880.01%0.01%0.01%Q4 2017Q3 20198
Virtue Capital Management, LLC 310.01%0.30%1.02%Q1 2018Q4 20218
WILEY BROS.-AINTREE CAPITAL, LLC 880.12%0.15%0.22%Q3 2020Q2 20228
Placemark Investments, Inc. 770.04%0.07%0.10%Q2 2013Q4 20147
20/20 Capital Management, Inc. 770.13%0.18%0.23%Q4 2019Q2 20217
Amida Capital Management II, LLC 410.02%0.52%1.55%Q1 2013Q2 20147
Tamar Securities, LLC 770.35%0.62%0.98%Q2 2020Q4 20217
Bell & Brown Wealth Advisors, LLC 430.19%1.26%2.56%Q1 2020Q2 20227
Alliance Wealth Advisors, LLC 772.23%2.29%2.35%Q4 2020Q2 20227
Bard Financial Services, Inc. 770.10%0.11%0.14%Q4 2020Q2 20227
Terra Nova Asset Management LLC 510.41%0.58%0.90%Q4 2018Q2 20227
Empyrean Capital Partners, LP 320.47%2.90%6.77%Q2 2013Q4 20167
Heritage Trust Co 770.01%0.02%0.03%Q2 2017Q4 20187
Jordan Park Group LLC 430.13%0.21%0.34%Q4 2019Q2 20227
Mayflower Financial Advisors, LLC 770.39%0.43%0.55%Q4 2020Q2 20227
JUNCTURE WEALTH STRATEGIES, LLC 660.37%1.35%6.12%Q3 2019Q4 20207
Claybrook Capital, LLC 510.07%0.78%1.51%Q4 2018Q2 20227
Innova Wealth Partners 770.26%2.41%5.31%Q4 2020Q2 20227
Camarda Financial Advisors, LLC 210.00%0.61%3.59%Q2 2013Q1 20227
Kercheville Advisors, LLC 770.36%0.43%0.63%Q4 2020Q2 20227
Mount Yale Investment Advisors, LLC 770.34%0.43%0.59%Q2 2020Q4 20217
Stevens First Principles Investment Advisors 521.36%2.06%3.25%Q2 2017Q2 20197
Xcel Wealth Management, LLC 770.12%0.16%0.25%Q3 2020Q1 20227
PRIVATE TRUST CO NA 770.07%0.15%0.23%Q1 2013Q3 20147
Savior LLC 770.00%0.03%0.07%Q4 2019Q2 20217
TCF National Bank 770.13%0.20%0.31%Q3 2019Q1 20217
New Vernon Capital Holdings II LLC 430.47%3.80%10.03%Q3 2017Q1 20217
BERKSHIRE ASSET MANAGEMENT LLC/PA 430.02%0.11%0.33%Q2 2013Q1 20227
Harborview Advisors, LLC 772.51%3.16%3.34%Q1 2020Q3 20217
SOUTH GEORGIA CAPITAL, LLC 610.31%0.63%0.93%Q4 2013Q3 20157
STEADFAST ADVISORS LP 310.23%0.98%2.42%Q2 2014Q2 20157
Cardan Capital Partners, LLC 610.07%0.41%2.36%Q3 2016Q2 20217
Principle Wealth Partners LLC 770.02%0.18%0.31%Q2 2020Q4 20217
CUE ADVISORY SERVICES, INC. 520.16%0.18%0.23%Q2 2016Q3 20187
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO 610.37%2.05%6.87%Q1 2014Q1 20167
NICOLET ADVISORY SERVICES, LLC 520.03%0.04%0.06%Q1 2020Q1 20227
Amici Capital, LLC 410.65%2.28%3.13%Q2 2013Q4 20157
TEXAS TREASURY SAFEKEEPING TRUST CO 7730.02%43.18%46.74%Q1 2013Q3 20147
WINTRUST INVESTMENTS LLC 210.03%0.06%0.15%Q3 2016Q1 20227
TIAA, FSB 770.01%0.01%0.02%Q2 2017Q4 20187
Providence Capital Advisors, LLC 510.01%0.13%0.22%Q4 2017Q4 20217
Qube Research & Technologies Ltd 510.14%0.73%2.04%Q4 2019Q4 20217
3EDGE Asset Management, LP 110.02%2.40%4.81%Q2 2017Q4 20217
Concert Wealth Management Inc. 660.00%0.24%0.44%Q4 2015Q1 20177
Penobscot Investment Management Company, Inc. 320.04%0.09%0.20%Q2 2013Q3 20217
BLUE SQUARE ASSET MANAGEMENT, LLC 770.66%3.82%6.59%Q1 2020Q3 20217
RMB Capital Management, LLC 310.01%0.35%1.23%Q1 2015Q1 20197
SONATA CAPITAL GROUP INC 770.11%0.14%0.20%Q3 2020Q1 20227
CETERA INVESTMENT MANAGEMENT LLC 770.35%0.53%0.94%Q4 2015Q2 20177
Van Leeuwen & Company, LLC 772.37%3.18%3.97%Q2 2019Q4 20207
ISLAY CAPITAL MANAGEMENT, LLC 770.06%0.08%0.10%Q2 2020Q4 20217
Oliver Luxxe Assets LLC 772.44%3.13%4.94%Q2 2020Q4 20217
FOUNDERS FINANCIAL SECURITIES LLC 610.08%0.09%0.12%Q1 2020Q1 20227
IMS Capital Management 510.07%0.30%0.40%Q2 2013Q2 20227
JANA PARTNERS LLC 310.00%0.17%0.42%Q1 2014Q1 20167
S. MUOIO & CO. LLC 770.38%1.16%2.05%Q1 2020Q3 20217
Optiver US LLC 310.07%0.18%0.41%Q4 2017Q3 20207
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV 770.36%0.37%0.38%Q1 2014Q3 20157
INDUS CAPITAL PARTNERS, LLC 410.27%4.61%16.22%Q3 2013Q4 20177
Vestmark Advisory Solutions, Inc. 770.02%0.03%0.03%Q2 2020Q4 20217
Eldridge Investment Advisors, Inc. 770.08%0.09%0.11%Q2 2020Q4 20217
RBF Capital, LLC 210.10%0.81%1.27%Q2 2013Q4 20167
ORBIS WORLD LTD 7749.43%59.69%66.67%Q4 2015Q2 20177
Signature Wealth Management Group 440.00%0.01%0.01%Q4 2017Q3 20187
Dominick & Dominick LLC 770.42%0.47%0.55%Q2 2013Q4 20147
Grassi Investment Management 610.06%0.08%0.10%Q1 2019Q3 20217
CFS, LLC 770.20%0.24%0.35%Q2 2013Q4 20147
WHITENER CAPITAL MANAGEMENT, INC. 520.01%0.05%0.07%Q4 2017Q3 20197
WISCONSIN CAPITAL MANAGEMENT LLC 770.22%0.41%0.59%Q2 2013Q4 20147
Kohlberg Kravis Roberts & Co. L.P. 310.01%0.02%0.02%Q1 2015Q3 20187
Bridgewater Advisors Inc. 430.20%1.67%2.99%Q4 2013Q4 20217
Beech Hill Advisors, Inc. 770.42%0.62%0.83%Q2 2013Q4 20147
Algebris Investments (UK) LLP 410.09%3.41%11.02%Q4 2013Q4 20167
RAY GERALD L & ASSOCIATES LTD 610.04%0.05%0.06%Q3 2014Q3 20167
Merit Financial Group, LLC 770.02%0.03%0.04%Q2 2020Q4 20217
GUARDIAN POINT CAPITAL, LP 774.63%12.64%22.63%Q2 2019Q4 20207
Legacy Wealth Partners, Inc. 770.16%0.43%0.64%Q4 2019Q2 20217
BARR E S & CO 610.03%0.03%0.03%Q3 2013Q4 20177
Mizuho Securities Co. Ltd. 770.00%0.00%0.00%Q4 2020Q2 20227
ASSET MANAGEMENT CORP /IL/ /ADV 660.12%0.57%1.97%Q3 2020Q4 20217
Cooperatieve Rabobank U.A. 430.21%2.36%11.54%Q2 2013Q3 20157
COMMONWEALTH BANK OF AUSTRALIA 430.02%0.03%0.05%Q2 2013Q3 20187
FOUNDERS BANK & TRUST 770.03%0.06%0.10%Q2 2013Q4 20147
Hirtle Callaghan & Co LLC 310.00%0.04%0.07%Q3 2013Q1 20197
Maltin Wealth Management, Inc. 770.13%0.16%0.18%Q2 2020Q4 20217
FIR TREE CAPITAL MANAGEMENT LP 510.11%2.83%3.64%Q2 2013Q2 20217
ORBIS HOLDINGS LTD 770.03%0.05%0.08%Q1 2014Q3 20157
Centennial Wealth Advisory LLC 770.89%2.09%4.02%Q4 2020Q2 20227
Octavia Wealth Advisors, LLC 770.06%0.10%0.14%Q4 2020Q2 20227
Central Asset Investments & Management Holdings (HK) Ltd 410.21%1.01%2.42%Q4 2012Q4 20217
Nicollet Investment Management, Inc. 770.11%0.13%0.16%Q2 2020Q4 20217
ATLAS CAPITAL ADVISORS LLC 520.02%0.04%0.07%Q1 2020Q1 20227
WOLFF WIESE MAGANA LLC 770.13%0.59%0.99%Q4 2020Q2 20227
NEW ENGLAND SECURITIES CORP /MA/ 770.25%0.39%0.58%Q2 2013Q4 20147
Baron Financial Group, LLC 772.89%3.17%3.96%Q3 2020Q1 20227
QUANTRES ASSET MANAGEMENT Ltd 310.17%0.35%0.54%Q1 2016Q4 20187
JEPPSON WEALTH MANAGEMENT, LLC 770.21%0.25%0.34%Q3 2020Q1 20227
HIGHLAND CAPITAL MANAGEMENT, LLC 410.01%0.02%0.02%Q2 2015Q3 20207
44 WEALTH MANAGEMENT LLC 770.75%0.81%0.90%Q4 2020Q2 20227
Kestra Advisory Services, LLC 770.21%0.38%0.84%Q3 2020Q1 20227
Platform Technology Partners 430.15%0.23%0.30%Q2 2020Q1 20227
Signature Wealth Management Partners, LLC 770.56%0.74%1.27%Q4 2020Q2 20227
Rockbridge Investment Management, LCC 770.00%0.01%0.02%Q2 2020Q4 20217
BNC WEALTH MANAGEMENT, LLC 770.15%2.50%5.29%Q3 2020Q1 20227
Onyx Bridge Wealth Group LLC 660.01%0.32%0.45%Q4 2020Q1 20227
Diversified, LLC 770.45%1.12%2.39%Q4 2020Q2 20227
Integrated Wealth Management 770.06%0.11%0.14%Q1 2015Q3 20167
Carlson Capital Management 610.06%0.20%0.36%Q1 2019Q2 20227
Walkner Condon Financial Advisors LLC 770.47%0.71%1.16%Q3 2020Q1 20227
IVC Wealth Advisors LLC 770.28%0.45%1.23%Q4 2020Q2 20227
ACT WEALTH MANAGEMENT, LLC 7710.08%11.04%11.56%Q4 2020Q2 20227
CYPRESS ASSET MANAGEMENT INC/TX 770.15%0.25%0.37%Q3 2020Q1 20227
DIVIDEND ASSETS CAPITAL, LLC 770.02%0.03%0.03%Q4 2020Q2 20227
StrongBox Wealth, LLC 770.59%0.77%0.89%Q4 2020Q2 20227
Lavaca Capital LLC 210.00%0.06%0.26%Q4 2018Q3 20217
Lokken Investment Group LLC 613.25%3.51%4.16%Q1 2012Q1 20227
Charter Oak Capital Management, LLC 770.04%0.05%0.06%Q4 2020Q2 20227
Annapolis Financial Services, LLC 770.28%0.30%0.37%Q4 2020Q2 20227
Westshore Wealth, LLC 610.27%0.44%0.55%Q4 2019Q2 20227
Sowa Financial Group, Inc. 610.12%0.20%0.26%Q4 2019Q1 20227
Arlington Capital Management, Inc. 611.39%9.04%25.65%Q3 2019Q4 20217
Bristol Advisors, LLC 210.00%1.21%8.41%Q1 2017Q3 20187
Keebeck Wealth Management, LLC 610.32%0.41%0.58%Q4 2019Q1 20227
Wealth Management Partners, LLC 770.17%0.19%0.23%Q4 2020Q2 20227
Rock Creek Group, LP 770.07%0.95%2.66%Q3 2020Q1 20227
Steigerwald, Gordon & Koch Inc. 770.17%0.31%0.46%Q4 2011Q2 20137
Doyle Wealth Management 310.01%0.02%0.03%Q4 2018Q4 20217
N.E.W. Advisory Services LLC 770.06%0.10%0.18%Q3 2020Q1 20227
R.P. Boggs & Co. 610.00%5.57%8.79%Q2 2020Q1 20227
Column Capital Advisors, LLC 770.03%0.05%0.07%Q2 2020Q4 20217
Wharton Business Group, LLC 770.04%0.32%1.22%Q2 2013Q4 20147
McKinley Carter Wealth Services, Inc. 770.02%0.03%0.05%Q4 2020Q2 20227
SCHMIDT P J INVESTMENT MANAGEMENT INC 770.16%0.17%0.21%Q3 2020Q1 20227
WESPAC Advisors, LLC 610.51%2.15%4.20%Q2 2019Q1 20227
Mine & Arao Wealth Creation & Management, LLC. 770.01%0.01%0.01%Q3 2020Q1 20227
SHAPIRO ROBERT N 770.01%0.43%1.38%Q2 2013Q4 20147
Migdal Insurance & Financial Holdings Ltd. 610.00%0.04%0.07%Q4 2016Q2 20207
Aberdeen Wealth Management LLC 511.25%1.61%2.26%Q4 2019Q1 20227
KESTRA PRIVATE WEALTH SERVICES, LLC 770.38%0.53%0.90%Q3 2020Q1 20227
HOHIMER WEALTH MANAGEMENT, LLC 610.05%0.10%0.15%Q1 2020Q1 20227
West Financial Advisors, LLC 770.00%0.00%0.00%Q4 2020Q2 20227
William Marsh Rice University 7726.35%50.96%64.37%Q3 2020Q1 20227
Johnson Bixby & Associates, LLC 770.37%0.70%1.99%Q4 2020Q2 20227
Edge Advisors, LLC 770.00%0.01%0.03%Q4 2016Q2 20187
MDE Group 610.08%0.23%0.34%Q2 2013Q1 20157
Mirador Capital Partners LP 770.88%1.18%1.49%Q2 2020Q4 20217
Purus Wealth Management, LLC 770.15%0.20%0.30%Q4 2020Q2 20227
Resource Management, LLC 770.03%0.04%0.05%Q2 2020Q4 20217
CALDWELL & ORKIN INC 310.95%2.24%3.25%Q3 2013Q3 20167
Destiny Wealth Partners, LLC 770.14%0.32%1.27%Q4 2020Q2 20227
HBK INVESTMENTS L P 610.00%0.07%0.37%Q3 2013Q4 20207
CAMPBELL NEWMAN ASSET MANAGEMENT INC 770.05%0.08%0.14%Q2 2013Q4 20147
FINANCIAL MANAGEMENT NETWORK INC 770.52%0.59%0.67%Q4 2020Q2 20227
Grand Central Investment Group 774.80%5.74%6.70%Q4 2020Q2 20227
Key FInancial Inc 610.03%0.04%0.05%Q1 2020Q1 20227
Perennial Investment Advisors, LLC 410.09%0.17%0.29%Q4 2019Q1 20227
Safeguard Investment Advisory Group, LLC 772.09%3.12%3.71%Q4 2020Q2 20227
Financial Engines Advisors L.L.C. 610.00%0.00%0.00%Q2 2020Q1 20227
Orion Capital Management LLC 770.10%0.11%0.14%Q4 2020Q2 20227
Fortress Investment Group LLC 770.13%0.48%1.14%Q2 2013Q4 20147
WC Walker & Associates, Inc. 770.22%0.27%0.35%Q4 2020Q2 20227
VisionPoint Advisory Group, LLC 610.07%1.02%2.37%Q4 2018Q4 20217
SOA Wealth Advisors, LLC. 770.01%0.01%0.01%Q4 2020Q2 20227
NBW CAPITAL LLC 770.83%0.96%1.11%Q3 2020Q1 20227
Brevan Howard Capital Management LP 212.69%10.90%20.82%Q3 2013Q1 20227
Edmond de Rothschild (Europe) 662.21%7.49%18.08%Q2 2015Q3 20166
SCHOLTZ & COMPANY, LLC 420.29%2.33%3.70%Q1 2015Q4 20196
KMS FINANCIAL SERVICES, INC 660.43%0.61%0.92%Q2 2013Q3 20146
Ironsides Asset Advisors, LLC 660.06%0.10%0.12%Q3 2015Q4 20166
F&V Capital Management, LLC 660.15%0.33%0.58%Q3 2019Q4 20206
Compass Ion Advisors, LLC 662.57%4.98%7.82%Q4 2019Q1 20216
Lenox Wealth Advisors, LLC 310.00%0.00%0.01%Q4 2013Q4 20216
VOLORIDGE INVESTMENT MANAGEMENT, LLC 410.19%0.55%0.85%Q3 2018Q4 20216
First Personal Financial Services 310.01%0.06%0.16%Q2 2016Q4 20186
Hedeker Wealth, LLC 310.00%0.57%1.22%Q4 2014Q2 20216
True North Advisors, LLC 660.05%0.06%0.10%Q4 2020Q1 20226
US FINANCIAL ADVISORS, LLC 660.09%0.12%0.17%Q4 2014Q1 20166
Zions Bancorporation 510.00%0.03%0.09%Q2 2015Q3 20186
Relative Value Partners Group, LLC 660.02%0.03%0.04%Q2 2015Q3 20166
EDMOND DE ROTHSCHILD (SUISSE) S.A. 661.11%1.65%2.54%Q2 2015Q3 20166
Gladius Capital Management LP 310.00%1.78%6.91%Q2 2017Q1 20226
Cavalier Investments, LLC 310.07%0.48%2.10%Q1 2016Q4 20216
BAROMETER CAPITAL MANAGEMENT INC. 310.14%0.25%0.46%Q1 2016Q3 20206
Deane Retirement Strategies, Inc. 310.00%2.35%3.17%Q2 2020Q2 20226
GSB Wealth Management, LLC 660.45%0.80%1.32%Q1 2021Q2 20226
Weatherstone Capital Management 310.05%0.21%0.34%Q1 2014Q4 20186
Mint Tower Capital Management B.V. 330.00%0.66%1.35%Q1 2018Q3 20186
Cornerstone Advisors, Inc. 510.00%0.12%0.65%Q2 2014Q2 20196
CEDAR CAPITAL, LLC 510.11%0.72%1.15%Q2 2016Q3 20216
Zions Bancorporation, N.A. 420.00%0.02%0.10%Q4 2018Q4 20206
Florence Capital Advisors, LLC 510.09%0.22%0.30%Q4 2016Q4 20186
Traynor Capital Management, Inc. 660.03%0.04%0.07%Q3 2020Q4 20216
Wills Financial Group, Inc. 660.18%0.26%0.33%Q4 2013Q1 20156
CI Global Investments Inc. 660.00%0.03%0.06%Q2 2017Q3 20186
ParenteBeard Wealth Management, LLC 660.22%0.26%0.31%Q2 2013Q3 20146
Arbiter Partners Capital Management LLC 664.81%5.50%6.52%Q2 2016Q3 20176
Private Wealth Group, LLC 510.15%0.23%0.29%Q2 2020Q1 20226
IBEX WEALTH ADVISORS 210.00%0.07%0.13%Q4 2016Q3 20216
VECTOR WEALTH MANAGEMENT, LLC 660.19%0.29%0.46%Q4 2011Q1 20136
AFT, FORSYTH & COMPANY, INC. 420.20%0.38%0.54%Q2 2013Q3 20216
Hanlon Investment Management, Inc. 660.11%0.32%0.74%Q2 2013Q3 20146
Thomas J. Herzfeld Advisors, Inc. 660.09%0.10%0.12%Q4 2020Q1 20226
BI Partners LLC 6611.38%22.68%44.38%Q2 2013Q3 20146
Vantage Financial Partners Ltd., Inc. 510.21%3.40%4.41%Q1 2019Q3 20206
Portland Global Advisors LLC 660.06%0.08%0.10%Q4 2020Q1 20226
TOKIO MARINE ASSET MANAGEMENT CO LTD 420.06%0.14%0.28%Q1 2017Q1 20196
Meadow Creek Investment Management LLC 660.00%0.00%0.00%Q4 2016Q1 20186
STERNE AGEE GROUP, INC. 660.51%0.77%1.16%Q2 2013Q3 20146
Charter Oak Partners Management, L.P. 660.62%0.78%0.90%Q2 2013Q3 20146
IRIDIAN ASSET MANAGEMENT LLC/CT 310.01%0.02%0.07%Q2 2013Q1 20206
AGF Investments LLC 420.00%0.00%0.00%Q1 2018Q4 20196
SpiderRock Advisors, LLC 410.01%0.04%0.07%Q1 2017Q4 20216
Randolph Co Inc 660.84%0.91%1.08%Q4 2020Q1 20226
McAdams Wright Ragen, Inc. 660.16%0.28%0.48%Q2 2013Q3 20146
Parkside Financial Bank & Trust 420.00%0.01%0.06%Q3 2015Q2 20176
IMC-Chicago, LLC 210.04%0.11%0.25%Q1 2019Q3 20216
MIDDLETON & CO INC/MA 660.02%0.03%0.04%Q2 2020Q3 20216
Wagner Wealth Management, LLC 510.02%0.11%0.31%Q4 2017Q4 20216
Keystone Financial Group 660.05%0.06%0.08%Q3 2020Q4 20216
Nikulski Financial, Inc. 510.25%0.66%0.96%Q1 2018Q2 20226
Braeside Investments, LLC 668.79%10.44%15.91%Q2 2013Q3 20146
FundX Investment Group, LLC 310.32%1.57%2.33%Q1 2016Q3 20206
GIRARD PARTNERS LTD. 210.03%0.09%0.17%Q1 2014Q2 20196
Vanguard Capital Wealth Advisors 510.33%0.77%1.32%Q4 2017Q4 20216
Legacy Financial Advisors, Inc. 660.00%0.00%0.00%Q4 2017Q1 20196
O'SHAUGHNESSY ASSET MANAGEMENT, LLC 510.00%0.00%0.01%Q3 2020Q1 20226
GPS Wealth Strategies Group, LLC 660.01%0.01%0.02%Q1 2021Q2 20226
CastleArk Alternatives, LLC 410.30%11.40%58.74%Q4 2017Q3 20216
Johnson Midwest Financial, LLC 660.01%0.01%0.01%Q1 2021Q2 20226
Burleson & Company, LLC 660.00%0.00%0.01%Q1 2021Q2 20226
F3Logic, LLC 660.01%0.03%0.04%Q3 2020Q4 20216
Quad-Cities Investment Group, LLC 660.01%0.01%0.01%Q2 2018Q3 20196
1st Global Advisors, Inc. 660.03%0.04%0.05%Q2 2013Q3 20146
Essex Savings Bank 330.02%0.07%0.13%Q4 2018Q1 20216
Merrion Investment Management Co, LLC 660.19%0.20%0.23%Q4 2020Q1 20226
Pennant Investors, LP 665.79%8.73%15.38%Q3 2019Q4 20206
Liberty Capital Management, Inc. 660.01%0.02%0.04%Q3 2016Q4 20176
Graves Light Lenhart Wealth, Inc. 660.03%0.04%0.05%Q3 2020Q4 20216
BlueCrest Capital Management LLP 310.12%1.63%8.13%Q2 2013Q2 20146
Apollon Wealth Management, LLC 510.00%0.14%0.37%Q2 2020Q4 20216
BRANDYWINE OAK PRIVATE WEALTH LLC 510.01%0.10%0.13%Q4 2018Q2 20226
Allred Capital Management, LLC 510.03%0.10%0.15%Q4 2019Q1 20226
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 510.16%0.33%1.11%Q2 2013Q1 20226
Fairhaven Wealth Management, LLC 660.15%0.20%0.25%Q1 2020Q2 20216
Edge Capital Group, LLC 660.04%0.30%1.00%Q4 2020Q1 20226
Cedar Brook Financial Partners, LLC 660.15%0.21%0.28%Q4 2018Q1 20206
Advisor OS, LLC 660.17%0.49%0.76%Q3 2020Q4 20216
KG&L Capital Management,LLC 510.10%0.13%0.19%Q4 2020Q2 20226
STONNINGTON GROUP, LLC 660.11%0.53%1.38%Q1 2021Q2 20226
1919 Investment Counsel, LLC 660.03%0.04%0.06%Q2 2013Q3 20146
ACORN FINANCIAL ADVISORY SERVICES INC /ADV 660.11%0.28%1.00%Q1 2020Q2 20216
ELKHORN PARTNERS LIMITED PARTNERSHIP 510.12%0.18%0.39%Q2 2013Q4 20146
OUTFITTER ADVISORS, LTD. 660.08%0.09%0.10%Q1 2017Q2 20186
JGE Capital Management LLC 664.26%5.13%6.30%Q2 2013Q3 20146
Stonehage Fleming (UK) Ltd 421.21%1.48%1.60%Q4 2013Q2 20156
MOULTON WEALTH MANAGEMENT, INC 410.28%2.14%3.62%Q4 2019Q2 20226
Heartwood Wealth Advisors LLC 661.53%2.51%3.09%Q4 2019Q1 20216
Luxor Capital Group, LP 310.31%2.52%5.11%Q2 2014Q1 20216
Brahman Capital Corp. 668.85%12.58%18.74%Q2 2013Q3 20146
One Charles Private Wealth Services, LLC 660.14%0.66%2.43%Q4 2020Q1 20226
Steel Peak Wealth Management LLC 410.01%0.03%0.07%Q3 2020Q1 20226
Mayfair Advisory Group, LLC 660.33%0.42%0.50%Q4 2020Q1 20226
360 Financial, Inc. 668.55%10.63%14.16%Q4 2019Q1 20216
Litespeed Management, L.L.C. 661.34%1.65%2.23%Q1 2014Q2 20156
HBC Financial Services, PLLC 660.00%0.00%0.01%Q1 2021Q2 20226
Moser Wealth Advisors, LLC 510.00%0.05%0.27%Q4 2019Q1 20226
WNY Asset Management, LLC 660.23%0.35%0.40%Q4 2020Q1 20226
Cadent Capital Advisors, LLC 660.28%1.01%2.31%Q4 2020Q1 20226
SATOVSKY ASSET MANAGEMENT LLC 660.14%0.18%0.23%Q4 2020Q1 20226
Zeit Capital LLC 663.24%3.58%4.03%Q4 2020Q1 20226
Mosaic Advisors LLC 660.65%1.08%1.50%Q4 2020Q1 20226
Annandale Capital, LLC 661.38%2.23%3.49%Q4 2020Q1 20226
ARQ WEALTH ADVISORS, LLC 660.24%0.33%0.41%Q1 2020Q2 20216
BALESTRA CAPITAL LTD. 660.02%0.24%0.75%Q2 2013Q3 20146
Atlas Private Wealth Advisors 660.00%0.00%0.00%Q2 2020Q3 20216
Bordeaux Wealth Advisors LLC 660.10%0.19%0.34%Q4 2020Q1 20226
Berger Financial Group, Inc 660.04%0.06%0.08%Q4 2020Q1 20226
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC 660.02%0.03%0.04%Q4 2013Q1 20156
Source Financial Advisors LLC 660.34%0.51%0.68%Q4 2020Q1 20226
MTM Investment Management, LLC 660.25%0.28%0.35%Q4 2020Q1 20226
Ten Capital Wealth Advisors, LLC 660.01%0.01%0.01%Q4 2020Q1 20226
MITCHELL & PAHL PRIVATE WEALTH, LLC 660.24%0.26%0.32%Q4 2020Q1 20226
Accel Wealth Management 660.68%0.91%1.16%Q4 2020Q1 20226
Journey Advisory Group, LLC 660.10%0.16%0.22%Q4 2020Q1 20226
4Thought Financial Group Inc. 660.02%0.02%0.04%Q1 2021Q2 20226
Clearview Wealth Advisors LLC 660.05%0.06%0.06%Q4 2020Q1 20226
BAKER TILLY WEALTH MANAGEMENT, LLC 660.05%0.23%0.58%Q4 2020Q1 20226
Running Point Capital Advisors, LLC 660.37%0.52%0.71%Q4 2020Q1 20226
Financial Network Wealth Management LLC 660.60%0.71%0.99%Q4 2020Q1 20226
4J Wealth Management LLC 660.31%0.35%0.39%Q4 2020Q1 20226
Foster Group, Inc. 660.02%0.11%0.22%Q4 2020Q1 20226
InterOcean Capital Group, LLC 660.02%0.08%0.21%Q4 2020Q1 20226
PATRON PARTNERS, LLC 660.40%0.50%0.74%Q4 2020Q1 20226
Laurel Wealth Planning LLC 660.05%1.69%2.78%Q4 2020Q1 20226
Kaizen Financial Strategies 420.25%0.96%2.25%Q4 2020Q2 20226
MMA ASSET MANAGEMENT LLC 660.22%0.87%2.00%Q4 2020Q1 20226
McClarren Financial Advisors, Inc. 660.03%0.04%0.05%Q4 2020Q1 20226
Tradition Wealth Management, LLC 660.07%0.08%0.11%Q4 2020Q1 20226
McCarthy Asset Management, Inc. 660.09%0.11%0.13%Q4 2020Q1 20226
Lumature Wealth Partners, LLC 660.39%0.44%0.60%Q4 2020Q1 20226
Curran Financial Partners, LLC 660.89%1.64%3.26%Q4 2020Q1 20226
Sterling Financial Planning, Inc. 661.96%2.09%2.28%Q4 2020Q1 20226
Montis Financial, LLC 661.66%2.00%2.23%Q4 2020Q1 20226
Financial Avengers, Inc. 660.00%0.00%0.01%Q4 2020Q1 20226
RITTER DANIHER FINANCIAL ADVISORY LLC 660.25%0.31%0.41%Q4 2020Q1 20226
Wells Financial Advisors INC 665.74%6.09%6.46%Q4 2020Q1 20226
COWA, LLC 660.44%0.74%1.29%Q4 2020Q1 20226
Insight Advisors, LLC/ PA 660.13%0.22%0.48%Q4 2020Q1 20226
Oder Investment Management, LLC 660.55%0.67%0.74%Q4 2020Q1 20226
Greystone Financial Group, LLC 660.25%0.33%0.44%Q4 2020Q1 20226
Lebenthal Global Advisors, LLC 660.14%0.19%0.25%Q4 2020Q1 20226
Pine Ridge Advisers LLC 662.67%5.08%10.29%Q4 2020Q1 20226
SITTNER & NELSON, LLC 660.16%0.18%0.25%Q4 2020Q1 20226
SAX WEALTH ADVISORS, LLC 660.06%0.11%0.22%Q4 2020Q1 20226
OAK FAMILY ADVISORS, LLC 660.09%0.13%0.23%Q4 2020Q1 20226
Sovereign Financial Group, Inc. 660.28%0.39%0.51%Q4 2020Q1 20226
WOODWARD DIVERSIFIED CAPITAL, LLC 660.29%0.75%2.19%Q4 2020Q1 20226
True Link Financial Advisors, LLC 660.02%0.13%0.20%Q4 2020Q1 20226
Tacita Capital Inc 660.03%0.03%0.04%Q4 2020Q1 20226
Freedman Financial Associates, Inc. 660.01%0.02%0.03%Q4 2020Q1 20226
Palumbo Wealth Management LLC 665.74%6.26%6.92%Q4 2020Q1 20226
SkyView Investment Advisors, LLC 660.88%1.28%1.65%Q4 2020Q1 20226
Navis Wealth Advisors, LLC 660.55%0.78%1.11%Q4 2020Q1 20226
Eisler Capital (UK) Ltd. 310.71%2.74%4.68%Q1 2021Q1 20226
Piscataqua Savings Bank 660.05%0.06%0.07%Q1 2021Q2 20226
Spire Wealth Management 660.14%0.19%0.24%Q1 2021Q2 20226
TECTONIC ADVISORS LLC 660.04%0.09%0.27%Q4 2020Q1 20226
FourThought Financial, LLC 660.03%0.04%0.05%Q4 2020Q1 20226
Newport Capital Group, LLC 660.73%0.85%1.01%Q4 2020Q1 20226
Activest Wealth Management 660.30%2.06%4.39%Q1 2021Q2 20226
AKANTHOS CAPITAL MANAGEMENT LLC 420.00%0.80%1.78%Q2 2013Q4 20146
MASON CAPITAL MANAGEMENT LLC 315.42%9.27%23.11%Q2 2015Q2 20216
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC 660.00%0.01%0.02%Q4 2015Q1 20176
WEST BANCORPORATION INC 330.07%0.17%0.27%Q1 2020Q2 20226
COMMUNITY BANK SYSTEM, INC. 660.01%0.02%0.02%Q2 2013Q3 20146
LAIRD NORTON TRUST COMPANY, LLC 660.02%0.03%0.03%Q4 2020Q1 20226
EQUITEC PROPRIETARY MARKETS, LLC 310.01%0.09%0.24%Q1 2015Q2 20226
Stifel Trust Company, N.A. 660.00%0.01%0.01%Q2 2013Q3 20146
SYM FINANCIAL Corp 310.08%0.11%0.13%Q4 2017Q2 20226
UBS OCONNOR LLC 110.00%0.03%0.12%Q1 2016Q4 20196
VESTOR CAPITAL, LLC 660.05%0.05%0.05%Q4 2020Q1 20226
CONNING INC. 660.02%0.02%0.02%Q2 2013Q3 20146
GIRARD SECURITIES, INC. 660.19%0.34%0.42%Q2 2016Q3 20176
Jarislowsky, Fraser Ltd 420.00%0.00%0.01%Q2 2017Q1 20226
PHILADELPHIA TRUST CO 410.05%0.16%0.61%Q1 2019Q1 20226
PENN DAVIS MCFARLAND INC 420.04%0.06%0.06%Q2 2013Q4 20146
WEST CHESTER CAPITAL ADVISORS, INC 210.34%0.88%2.57%Q3 2016Q1 20216
JFB Holdings Corp 660.01%0.01%0.01%Q2 2013Q3 20146
RUDMAN ERROL M 421.26%2.40%5.07%Q2 2016Q4 20176
HIGHFIELDS CAPITAL MANAGEMENT LP 210.33%3.01%8.60%Q2 2013Q3 20186
CHILTON CAPITAL MANAGEMENT LLC 330.00%0.01%0.02%Q2 2013Q1 20226
ARDSLEY ADVISORY PARTNERS LP 310.09%1.47%5.48%Q2 2013Q3 20186
Main Management LLC 420.36%1.19%1.77%Q2 2013Q2 20206
Anfield Capital Management, LLC 510.02%0.17%0.29%Q4 2019Q2 20216
Sierra Capital LLC 550.58%0.68%0.77%Q1 2021Q1 20225
BARING ASSET MANAGEMENT Ltd 550.02%0.02%0.03%Q1 2016Q1 20175
TBH Global Asset Management, LLC 550.12%0.16%0.21%Q1 2021Q1 20225
Alliance Wealth Management Group 550.88%5.02%7.18%Q1 2016Q1 20175
MBA Advisors LLC 550.54%0.75%0.88%Q1 2021Q1 20225
Strategic Capital Group LLC 550.11%0.14%0.20%Q2 2013Q2 20145
Keudell/Morrison Wealth Management 550.14%0.15%0.18%Q2 2021Q2 20225
Bangor Savings Bank 550.03%0.07%0.10%Q2 2020Q2 20215
HELLMAN JORDAN MANAGEMENT CO INC /MA/ 210.06%1.36%3.00%Q4 2015Q1 20215
Stadion Money Management, LLC 410.44%0.66%0.98%Q1 2016Q3 20195
VALLEY NATIONAL BANCORP 550.48%0.62%0.87%Q4 2013Q4 20145
GERMAN AMERICAN BANCORP, INC. 410.03%0.09%0.12%Q2 2018Q1 20225
Saddle Road Partners, LLC 550.01%0.01%0.01%Q4 2015Q4 20165
PUBLIC SECTOR PENSION INVESTMENT BOARD 410.66%1.45%1.76%Q3 2017Q1 20225
MONEY CONCEPTS CAPITAL CORP 320.16%0.21%0.28%Q4 2020Q2 20225
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC 550.00%0.00%0.01%Q1 2021Q1 20225
MEITAV DASH INVESTMENTS LTD 310.01%0.04%0.08%Q1 2018Q3 20215
Twin Lakes Capital Management, LLC 550.06%0.17%0.25%Q1 2021Q1 20225
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV 410.09%0.12%0.15%Q2 2020Q3 20215
PRIVATE CAPITAL MANAGEMENT LLC 550.14%0.24%0.30%Q1 2020Q1 20215
LEO BROKERAGE, LLC 210.07%0.11%0.14%Q4 2020Q2 20225
Windsor Creek Advisors, LLC 410.24%0.35%0.58%Q4 2018Q4 20215
ADE, LLC 410.02%0.07%0.19%Q4 2020Q1 20225
Colonial River Wealth Management, LLC 320.10%0.44%1.36%Q4 2020Q1 20225
Privium Fund Management (UK) Ltd 550.20%0.77%1.56%Q4 2020Q4 20215
IndexIQ Advisors LLC 320.00%0.33%0.67%Q3 2018Q1 20205
Cadence Wealth Management LLC 556.62%10.97%13.86%Q1 2021Q1 20225
Cassia Capital Partners, LLC 323.48%3.89%4.48%Q4 2020Q1 20225
Simcoe Capital Management, LLC 554.44%7.64%17.83%Q4 2014Q4 20155
Lake Point Wealth Management 210.00%0.00%0.00%Q1 2019Q2 20225
Capstone Financial Advisors, Inc. 410.17%0.42%0.55%Q4 2013Q1 20155
Trexquant Investment LP 550.03%0.04%0.07%Q4 2020Q4 20215
PineBridge Investments, L.P. 550.07%0.12%0.20%Q1 2020Q1 20215
WEALTHFRONT Corp 550.00%0.00%0.00%Q3 2014Q3 20155
CONTINENTAL ADVISORS LLC 551.69%4.47%6.34%Q1 2021Q1 20225
Smith Anglin Financial, LLC 550.11%0.17%0.22%Q4 2020Q4 20215
THREE BAYS CAPITAL LP 551.28%2.52%5.14%Q4 2014Q4 20155
East Coast Asset Management, LLC. 550.18%0.65%1.41%Q4 2012Q4 20135
Flagship Private Wealth, LLC 320.03%0.23%0.59%Q4 2020Q2 20225
Corvex Management LP 550.91%3.25%5.22%Q1 2020Q1 20215
Provident Investment Management, Inc. 550.04%0.04%0.04%Q1 2021Q1 20225
Wealthfront Advisers LLC 550.02%0.02%0.03%Q2 2021Q2 20225
Aristides Capital LLC 410.06%0.20%0.63%Q1 2020Q4 20215
Birchcreek Wealth Management, LLC 550.21%0.28%0.40%Q4 2020Q4 20215
Orbis Investment Management (U.S.), L.P. 411.62%3.37%5.01%Q3 2016Q4 20185
Main Street Financial Solutions, LLC 550.24%0.31%0.56%Q4 2020Q4 20215
Navigation Wealth Management, Inc. 550.01%1.11%2.85%Q1 2021Q1 20225
CMG Global Holdings, LLC 550.65%1.06%1.78%Q1 2021Q1 20225
VALUE PARTNERS LTD /ADV 552.06%3.59%4.82%Q2 2015Q2 20165
Crew Capital Management, Ltd. 550.70%2.31%2.94%Q1 2021Q1 20225
Domani Wealth, LLC 410.08%0.11%0.12%Q3 2016Q3 20195
Abu Dhabi Investment Council 5581.57%88.15%93.79%Q4 2013Q4 20145
CHIRON CAPITAL MANAGEMENT, LLC 550.64%0.89%1.19%Q1 2021Q1 20225
Diligent Investors, LLC 550.09%0.10%0.11%Q2 2021Q2 20225
Capital Advisors Wealth Management, LLC 550.29%1.02%2.65%Q1 2021Q1 20225
SOLARIS ASSET MANAGEMENT LLC 410.01%0.06%0.08%Q4 2015Q1 20175
Axiom Investment Management LLC 551.65%2.54%4.50%Q1 2021Q1 20225
Gupta Wealth Management LLC 550.73%0.94%1.14%Q1 2015Q1 20165
Otter Creek Advisors, LLC 410.22%0.66%1.50%Q1 2015Q3 20165
Gresham Partners, LLC 410.98%2.46%7.25%Q4 2014Q3 20185
LionEye Capital Management LLC 320.30%0.92%1.72%Q1 2014Q3 20155
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC 310.00%0.00%0.00%Q4 2013Q3 20155
WILMINGTON TRUST CO 550.10%0.12%0.13%Q2 2013Q2 20145
CQS Cayman LP 550.12%0.21%0.35%Q2 2013Q2 20145
Hatteras Alternative Mutual Funds, LLC 550.20%0.28%0.33%Q2 2013Q2 20145
SVB Investment Services Inc. 550.21%0.25%0.28%Q4 2019Q4 20205
JTC Employer Solutions Trustee Ltd 550.11%0.15%0.18%Q2 2021Q2 20225
Crescent Capital Consulting, LLC 550.50%0.68%1.06%Q4 2020Q4 20215
Catamount Wealth Management 550.04%0.05%0.06%Q3 2016Q3 20175
Portfolio Solutions, LLC 550.01%0.01%0.01%Q1 2017Q1 20185
Members Trust Co 550.05%0.05%0.06%Q4 2020Q4 20215
MorganRosel Wealth Management, LLC 550.91%2.54%4.13%Q4 2019Q4 20205
Visionary Asset Management, Inc. 210.01%0.15%0.35%Q3 2013Q1 20165
Sand Hill Global Advisors, LLC 410.01%0.07%0.10%Q4 2020Q1 20225
DSC Advisors, L.P. 210.00%0.43%0.85%Q2 2014Q1 20185
Cooper Financial Group 320.06%0.12%0.26%Q3 2020Q2 20225
FRANKLIN STREET ADVISORS INC /NC 550.05%0.08%0.10%Q4 2015Q4 20165
Crow Point Partners, LLC 210.01%0.02%0.07%Q3 2016Q1 20185
Strategic Wealth Management Group, LLC 410.16%0.28%0.36%Q4 2019Q2 20215
Stokes Family Office, LLC 550.03%0.04%0.05%Q1 2021Q1 20225
Epoch Investment Partners, Inc. 550.00%0.01%0.01%Q2 2013Q2 20145
Wilmington Trust, National Association 550.20%0.38%0.51%Q2 2013Q2 20145
NewDay Solutions, LLC 412.14%3.02%3.43%Q4 2018Q1 20205
Tyers Asset Management LLC 550.01%0.01%0.01%Q4 2016Q4 20175
Apollo Management Holdings, L.P. 550.49%0.94%1.71%Q1 2021Q1 20225
Hills Bank & Trust Co 550.02%0.02%0.02%Q1 2021Q1 20225
PERISCOPE CAPITAL INC. 220.19%0.56%0.92%Q4 2017Q3 20205
NORTHWEST WEALTH MANAGEMENT, LLC 550.00%0.01%0.01%Q1 2018Q1 20195
Refined Wealth Management 554.66%4.79%5.06%Q2 2021Q2 20225
Range Financial Group LLC 550.15%0.17%0.20%Q2 2021Q2 20225
Affiance Financial, LLC 550.27%0.73%1.21%Q4 2014Q4 20155
PHH Investments, Ltd. 320.09%5.46%13.17%Q4 2016Q1 20185
Tactical Allocation Group LLC 550.08%1.68%4.17%Q2 2013Q2 20145
SkyOak Wealth, LLC 320.08%0.23%0.29%Q1 2020Q1 20225
KMG FIDUCIARY PARTNERS, LLC 550.06%0.07%0.08%Q2 2021Q2 20225
PHYSICIANS FINANCIAL SERVICES, INC. 550.02%0.04%0.06%Q4 2015Q4 20165
Derbend Asset Management 550.35%1.28%2.80%Q2 2021Q2 20225
Berman Capital Advisors, LLC 410.01%0.18%0.34%Q1 2020Q3 20215
CLOUGH CAPITAL PARTNERS L P 410.05%0.50%0.82%Q4 2013Q2 20165
Bank of New Hampshire 551.71%1.97%2.39%Q2 2021Q2 20225
QVR LLC 110.24%1.23%2.01%Q1 2018Q2 20195
Vista Private Wealth Partners. LLC 410.00%0.09%0.12%Q3 2019Q2 20215
Bradley & Co. Private Wealth Management, LLC 550.49%0.53%0.56%Q1 2021Q1 20225
Ruggie Capital Group 310.00%0.02%0.05%Q2 2017Q4 20185
Private Wealth Advisors, Inc. 550.13%0.16%0.22%Q2 2013Q2 20145
Clarus Wealth Advisors 550.02%0.04%0.07%Q2 2018Q2 20195
Perkins Investment Management, LLC 550.01%0.01%0.01%Q2 2013Q2 20145
Epstein & White Financial LLC 310.05%0.08%0.10%Q3 2019Q2 20215
Flinton Capital Management LLC 550.01%0.01%0.01%Q4 2016Q4 20175
Commonwealth Financial Services, LLC 550.03%2.29%6.26%Q1 2016Q1 20175
Peak Asset Management, LLC 550.05%0.08%0.09%Q1 2020Q1 20215
CANTOR FITZGERALD INVESTMENT ADVISOR L.P 550.02%0.02%0.03%Q4 2020Q4 20215
MCKINLEY CAPITAL MANAGEMENT LLC /DELAWARE 550.00%0.00%0.00%Q3 2016Q3 20175
PITCAIRN CO 550.11%0.26%0.56%Q1 2021Q1 20225
Anson Funds Management LP 330.87%11.74%26.04%Q1 2016Q3 20165
Vontobel Holding Ltd. 550.01%0.02%0.03%Q4 2020Q4 20215
Caption Management, LLC 550.01%0.01%0.02%Q4 2019Q4 20205
Bremer Bank National Association 210.00%0.04%0.07%Q1 2019Q2 20225
Nantahala Capital Management 551.70%2.71%3.91%Q4 2013Q4 20145
Stamos Capital Partners, L.P. 550.14%0.64%1.15%Q3 2020Q3 20215
WestEnd Advisors, LLC 550.00%0.00%0.00%Q4 2017Q4 20185
Fermata Advisors, LLC 550.13%0.39%0.94%Q1 2021Q1 20225
Neuburgh Advisers LLC 550.01%0.01%0.01%Q4 2016Q4 20175
MOLLER FINANCIAL SERVICES 320.11%4.73%10.60%Q2 2016Q2 20195
Founders Capital Management 550.02%0.02%0.02%Q1 2017Q1 20185
SEI TRUST CO 550.00%0.00%0.01%Q2 2013Q2 20145
KELLOGG W K FOUNDATION TRUST 320.46%0.86%1.30%Q2 2020Q2 20225
Ridgewood Investments LLC 320.16%0.20%0.24%Q4 2016Q4 20205
FIRST HORIZON CORP 410.34%1.51%1.99%Q2 2013Q2 20215
COLUMBIA CAPITAL LLC 550.43%0.97%1.36%Q2 2013Q2 20145
361 CAPITAL LLC 320.05%2.49%7.80%Q1 2016Q2 20195
LONESTAR CAPITAL MANAGEMENT LLC 322.84%9.61%18.88%Q2 2013Q3 20165
Corundum Group, Inc. 410.34%1.68%4.81%Q3 2016Q1 20225
NORTHWEST INVESTMENT COUNSELORS, LLC 210.00%0.01%0.01%Q3 2019Q1 20225
JBF Capital, Inc. 320.00%0.03%0.09%Q2 2013Q2 20195
Brouwer & Janachowski, LLC 550.19%0.27%0.31%Q4 2013Q4 20145
Blackhawk Capital Partners LLC. 320.19%0.77%1.55%Q4 2017Q1 20195
Advocacy Wealth Management Services, LLC 320.05%0.17%0.33%Q2 2013Q4 20205
SPOT TRADING L.L.C. 220.05%0.14%0.24%Q2 2017Q3 20175
ASPIRIANT HOLDINGS S3, LLC 321.69%2.75%4.81%Q2 2013Q2 20155
Aravt Global 5514.94%27.36%44.05%Q1 2016Q1 20175
ADVENT CAPITAL MANAGEMENT /DE/ 410.01%0.03%0.05%Q1 2017Q2 20185
MYDA Advisors LLC 211.46%2.72%4.61%Q4 2017Q2 20205
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP 553.55%3.97%4.23%Q2 2017Q2 20185
Leucadia National 320.65%4.47%10.06%Q1 2016Q1 20195
BROOKS, MOORE & ASSOCIATES, INC. 550.28%0.29%0.30%Q4 2018Q4 20195
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 550.03%0.06%0.08%Q2 2021Q2 20225
iAB Financial Bank 550.28%0.34%0.42%Q2 2013Q2 20145
Longer Investments Inc. 211.92%3.55%7.54%Q4 2013Q3 20154
Advisors Capital Management, LLC 220.01%0.01%0.02%Q4 2019Q1 20224
ACADIA TRUST NA 310.09%0.10%0.11%Q3 2014Q4 20154
Russell Clark Investment Management Ltd 211.10%6.89%11.32%Q2 2016Q1 20204
626 Financial, LLC 310.38%0.42%0.45%Q1 2021Q2 20224
LEVITT CAPITAL MANAGEMENT LLC 442.07%4.13%6.02%Q3 2013Q2 20144
MAPLELANE CAPITAL, LLC 110.00%2.79%6.15%Q2 2013Q2 20204
CURIAN CAPITAL LLC 220.02%0.08%0.12%Q4 2013Q2 20154
Jupiter Wealth Management LLC 440.78%0.89%1.02%Q3 2019Q2 20204
Castle Creek Arbitrage, LLC 310.30%0.89%2.54%Q2 2015Q2 20184
WATERS PARKERSON & CO., LLC 310.02%0.02%0.03%Q3 2013Q2 20194
GEODE CAPITAL MANAGEMENT, LLC 210.00%0.00%0.00%Q4 2016Q4 20214
PFS INVESTMENTS INC. 440.67%0.73%0.82%Q4 2017Q3 20184
FIRST UNITED BANK & TRUST 220.10%0.23%0.37%Q2 2013Q1 20214
WADDELL & ASSOCIATES, LLC 440.05%0.08%0.10%Q2 2021Q1 20224
HIGHLAND CAPITAL MANAGEMENT LP 110.10%2.37%7.79%Q2 2016Q2 20194
ATALANTA SOSNOFF CAPITAL, LLC 210.01%0.01%0.01%Q4 2018Q1 20224
HORIZON BANCORP INC /IN/ 440.15%0.28%0.39%Q4 2019Q3 20204
CX Institutional 210.01%0.01%0.01%Q4 2018Q3 20204
FIRST MERCHANTS CORP 440.01%0.02%0.02%Q2 2021Q1 20224
GREENWOOD CAPITAL ASSOCIATES LLC 310.03%0.03%0.04%Q4 2020Q4 20214
CAPITAL FUND MANAGEMENT S.A. 220.00%0.00%0.01%Q2 2013Q3 20144
GLYNN CAPITAL MANAGEMENT LLC 220.07%0.08%0.08%Q2 2013Q2 20144
Fulcrum Equity Management 310.14%0.41%0.81%Q1 2019Q3 20204
FLPUTNAM INVESTMENT MANAGEMENT CO 440.20%0.22%0.26%Q2 2021Q1 20224
PRENTISS SMITH & CO INC 310.03%0.07%0.09%Q3 2017Q3 20184
Capital Advantage, Inc. 210.07%0.08%0.10%Q3 2019Q1 20214
ROBERTSON STEPHENS ADVISORS LLC 440.34%0.44%0.54%Q4 2016Q3 20174
Summit Financial Strategies, Inc. 310.34%0.56%1.21%Q4 2014Q4 20214
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 440.02%0.02%0.02%Q4 2017Q3 20184
MOGY JOEL R INVESTMENT COUNSEL INC 440.06%0.09%0.14%Q2 2013Q1 20144
GABELLI & Co INVESTMENT ADVISERS, INC. 310.03%0.07%0.13%Q2 2016Q3 20214
HARBOUR INVESTMENTS, INC. 440.07%0.08%0.09%Q1 2021Q4 20214
TOWER TRUST Co 440.36%0.49%0.64%Q2 2013Q1 20144
PLIMOTH TRUST CO LLC 440.07%0.12%0.23%Q4 2017Q3 20184
RAYNER & HAYNOR 440.70%0.74%0.79%Q4 2013Q3 20144
PVG ASSET MANAGEMENT CORP 220.96%1.56%2.60%Q2 2018Q2 20214
SIGNATURE SECURITIES GROUP CORPORATION 440.41%0.50%0.60%Q3 2021Q2 20224
Hudson Bay Capital Management LP 110.15%0.45%1.25%Q2 2014Q1 20194
J.P. Turner & Co Capital Mnagement, LLC 440.49%0.61%0.82%Q4 2014Q3 20154
Arkfeld Wealth Strategies, L.L.C. 440.16%0.50%1.47%Q2 2021Q1 20224
INFRASTRUCTURE CAPITAL ADVISORS, LLC 210.02%0.07%0.16%Q2 2018Q2 20214
PhaseCapital LP 440.70%7.22%10.46%Q4 2017Q3 20184
SUMMIT CAPITAL MANAGEMENT LLC 440.35%5.16%11.66%Q2 2013Q1 20144
HighTower Trust Services, LTA 310.04%0.15%0.21%Q2 2017Q2 20224
LEVEL FOUR FINANCIAL, LLC 440.15%0.21%0.26%Q4 2020Q3 20214
United Bank 440.24%0.28%0.30%Q1 2021Q4 20214
Noven Financial Group, Inc. 442.27%2.50%2.79%Q4 2013Q3 20144
Gainplan LLC 220.10%1.22%2.82%Q1 2020Q4 20214
Fiduciary Planning LLC 440.00%1.77%2.87%Q2 2020Q1 20214
SFE Investment Counsel 440.06%0.06%0.06%Q1 2021Q4 20214
Narus Financial Partners, LLC 440.88%1.01%1.12%Q4 2016Q3 20174
SCOPUS ASSET MANAGEMENT, L.P. 310.08%0.31%0.56%Q2 2020Q3 20214
Winning Points Advisors, LLC 310.17%0.18%0.19%Q2 2020Q1 20224
FinTrust Investment Advisory Services, LLC 310.20%0.25%0.35%Q2 2013Q1 20184
MARVIN & PALMER ASSOCIATES INC 210.57%2.19%4.23%Q4 2018Q1 20224
Black Swift Group, LLC 440.08%0.15%0.22%Q3 2020Q2 20214
CIBC WORLD MARKETS CORP 210.00%0.28%1.02%Q2 2016Q2 20214
UMA Financial Services, Inc. 310.06%0.07%0.08%Q2 2020Q1 20224
CBIZ Investment Advisory Services, LLC 440.00%0.00%0.00%Q4 2019Q3 20204
Franklin, Parlapiano, Turner & Welch, LLC 210.15%0.19%0.24%Q4 2012Q1 20144
Alberta Investment Management Corp 440.46%0.57%0.66%Q2 2020Q1 20214
AlphaCore Capital LLC 220.10%1.07%2.23%Q4 2019Q4 20214
GenWealth Group, Inc. 110.16%5.31%11.56%Q2 2017Q4 20214
TUDOR INVESTMENT CORP ET AL 110.01%0.02%0.05%Q2 2016Q1 20224
MCIA Inc 220.09%0.20%0.29%Q2 2017Q2 20184
Palo Capital, Inc. 440.10%0.11%0.12%Q1 2018Q4 20184
Capital Markets Trading UK LLP 310.01%0.04%0.08%Q4 2017Q1 20194
Biondo Investment Advisors, LLC 440.10%0.11%0.12%Q3 2020Q2 20214
KADENSA CAPITAL Ltd 443.47%9.88%12.27%Q1 2020Q4 20204
Accuvest Global Advisors 440.15%0.19%0.24%Q2 2018Q1 20194
Highmount Capital, LLC 440.05%0.06%0.09%Q3 2013Q2 20144
Transform Wealth, LLC 440.20%0.22%0.26%Q2 2016Q1 20174
Trilogy Capital Inc. 310.00%0.05%0.18%Q1 2018Q1 20224
Ford Financial Group, LLC 110.02%0.07%0.23%Q4 2017Q2 20224
BENJAMIN EDWARDS INC 220.01%0.05%0.15%Q1 2019Q1 20224
Syverson Strege & Co 440.01%0.01%0.01%Q1 2021Q4 20214
Jeereddi Investments, LP 441.67%2.07%2.27%Q1 2021Q4 20214
Indices-Pac Research Corp. 440.44%0.48%0.54%Q2 2013Q1 20144
Kynikos Associates LP 441.19%1.37%1.57%Q1 2018Q4 20184
Senator Investment Group LP 310.13%1.45%2.48%Q1 2016Q3 20204
Gryphon Financial Partners LLC 310.01%0.18%0.30%Q4 2017Q1 20204
PBMares Wealth Management LLC 440.32%0.37%0.49%Q4 2019Q3 20204
Waratah Capital Advisors Ltd. 210.04%0.52%1.45%Q4 2018Q1 20224
Context Capital Management, LLC 440.01%0.03%0.10%Q3 2020Q2 20214
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC 440.33%1.70%2.96%Q4 2019Q3 20204
Carlton Hofferkamp & Jenks Wealth Management, LLC 440.10%0.11%0.12%Q3 2021Q2 20224
ABSHER WEALTH MANAGEMENT, LLC 310.04%0.05%0.05%Q2 2020Q2 20214
D. E. Shaw & Co., Inc. 440.12%0.28%0.35%Q1 2015Q4 20154
Dorsey & Whitney Trust CO LLC 310.02%0.14%0.20%Q2 2013Q1 20224
BEL AIR INVESTMENT ADVISORS LLC 220.18%0.86%2.59%Q2 2013Q2 20214
GLG Partners LP 210.03%0.11%0.19%Q3 2015Q4 20164
BTC Capital Management, Inc. 440.02%0.03%0.03%Q1 2021Q4 20214
Regent Peak Wealth Advisors LLC 440.02%0.19%0.25%Q4 2020Q3 20214
Portfolio Strategies, Inc. 440.02%0.03%0.03%Q4 2017Q3 20184
Bigelow Investment Advisors, LLC 440.10%0.11%0.12%Q3 2021Q2 20224
RMR Wealth Builders 210.02%0.03%0.06%Q4 2019Q1 20214
FSA Wealth Management LLC 310.04%0.05%0.06%Q4 2019Q4 20204
APEX CAPITAL, LLC 330.36%1.36%2.24%Q2 2013Q4 20134
Hall Kathryn A. 440.44%2.24%4.12%Q3 2013Q2 20144
MIZUHO SECURITIES USA LLC 310.04%0.12%0.30%Q2 2016Q2 20174
Capstone Financial Group, Inc. 440.03%0.04%0.07%Q4 2019Q3 20204
Truadvice, LLC 210.08%0.57%1.56%Q3 2020Q1 20224
1 NORTH WEALTH SERVICES LLC 220.00%2.67%4.27%Q4 2018Q4 20194
Ulysses Management LLC 440.44%1.00%1.28%Q3 2020Q2 20214
Financial Partners Group, Inc 440.05%0.05%0.06%Q1 2021Q4 20214
JACKSON SQUARE CAPITAL, LLC 440.08%0.09%0.12%Q4 2019Q3 20204
Elephas Investment Management Ltd 310.17%15.89%24.84%Q3 2018Q1 20204
Principal Street Partners, LLC 440.09%0.17%0.20%Q1 2021Q4 20214
Financial Services Advisory Inc 220.51%12.27%32.66%Q4 2018Q2 20204
HORIZON FINANCIAL SERVICES, LLC 440.02%0.07%0.10%Q3 2020Q2 20214
Iowa State Bank 220.15%0.16%0.17%Q2 2013Q2 20144
Numeric Investors LLC 310.00%0.00%0.00%Q1 2016Q3 20174
Snider Financial Group 441.28%1.36%1.47%Q2 2021Q1 20224
Advisor Resource Council 440.64%1.36%2.47%Q2 2021Q1 20224
Kelman-Lazarov, Inc. 440.07%0.08%0.08%Q1 2016Q4 20164
Man Group plc 310.00%0.00%0.00%Q1 2018Q3 20194
BKS ADVISORS, LLC 310.06%0.15%0.20%Q1 2016Q1 20174
Sage Mountain Advisors LLC 440.04%0.05%0.06%Q2 2021Q1 20224
Model Capital Management LLC 440.16%0.42%0.77%Q3 2020Q2 20214
Catalyst Capital Advisors LLC 310.01%0.02%0.06%Q2 2014Q4 20214
Diversified Portfolios, Inc. 440.21%0.22%0.23%Q4 2014Q3 20154
Horiko Capital Management LLC 440.12%0.74%1.00%Q2 2020Q1 20214
Aurelius Capital Management, LP 4425.56%33.09%43.22%Q4 2015Q3 20164
GSA CAPITAL PARTNERS LLP 110.00%0.03%0.08%Q1 2019Q1 20224
VERITY Wealth Advisors 440.22%0.23%0.24%Q4 2020Q3 20214
DCM Advisors, LLC 440.20%0.37%0.67%Q4 2020Q3 20214
LMR Partners LLP 310.09%0.24%0.37%Q2 2019Q4 20214
Wilkinson Global Asset Management LLC 440.03%0.03%0.04%Q1 2021Q4 20214
JABODON PT CO 4420.27%28.99%50.13%Q4 2013Q3 20144
WEALTHCARE CAPITAL MANAGEMENT LLC 210.00%0.00%0.01%Q3 2013Q1 20204
WILSEY ASSET MANAGEMENT INC 312.41%3.80%4.51%Q1 2020Q4 20214
Edmonds Duncan Registered Investment Advisors, LLC 440.19%0.20%0.22%Q4 2015Q3 20164
E Fund Management Co., Ltd. 310.03%0.06%0.12%Q1 2021Q1 20224
Phoenix Wealth Advisors 440.04%0.05%0.05%Q4 2020Q3 20214
Litman Gregory Wealth Management LLC 310.00%0.01%0.05%Q3 2020Q2 20224
Alta Wealth Advisors LLC 440.17%0.19%0.20%Q2 2021Q1 20224
Oakwell Private Wealth Management, LLC 220.13%0.15%0.17%Q1 2021Q1 20224
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ 440.02%0.02%0.02%Q1 2014Q4 20144
Grey Owl Capital Management, LLC 440.94%1.14%1.35%Q4 2013Q3 20144
FAGAN ASSOCIATES, INC. 440.08%0.09%0.11%Q3 2020Q2 20214
San Luis Wealth Advisors LLC 310.84%1.48%2.23%Q4 2020Q1 20224
Bickling Financial Services, Inc. 440.16%0.19%0.21%Q2 2021Q1 20224
Golden State Equity Partners 440.18%0.22%0.26%Q4 2020Q3 20214
Crossvault Capital Management LLC 440.16%0.19%0.22%Q1 2015Q4 20154
MBL Wealth, LLC 210.51%0.92%1.42%Q4 2020Q1 20224
Altman Advisors, Inc. 441.39%1.56%1.71%Q3 2020Q2 20214
Permanens Capital L.P. 310.00%0.01%0.02%Q3 2019Q4 20204
KWMG, LLC 440.02%0.02%0.02%Q2 2018Q1 20194
ENCOMPASS WEALTH ADVISORS, LLC 440.33%0.47%0.53%Q2 2021Q1 20224
Willis Johnson & Associates, Inc. 310.03%0.04%0.05%Q4 2020Q4 20214
FORVIS Wealth Advisors, LLC 310.01%0.05%0.08%Q3 2013Q2 20224
EMFO, LLC 440.45%1.02%1.37%Q2 2021Q1 20224
ACAS, LLC 440.34%0.36%0.38%Q2 2021Q1 20224
Covalent Partners LLC 444.85%5.99%9.13%Q2 2021Q1 20224
Archford Capital Strategies, LLC 210.00%0.01%0.02%Q1 2014Q2 20194
CMT TRADING LLC 110.38%1.87%5.70%Q1 2015Q3 20174
Cardinal Point Wealth Management LLC 440.38%0.41%0.46%Q4 2020Q3 20214
EVERMAY WEALTH MANAGEMENT LLC 440.02%0.02%0.02%Q2 2021Q1 20224
Cowen Prime Advisors LLC 440.00%0.00%0.00%Q2 2021Q1 20224
Accurate Wealth Management, LLC 440.33%3.28%7.50%Q2 2021Q1 20224
Strategic Asset Management, LLC 440.02%0.04%0.07%Q3 2021Q2 20224
Blue Chip Partners, Inc. 310.02%0.05%0.11%Q1 2020Q2 20214
Independent Wealth Network Inc. 330.01%0.43%0.64%Q3 2021Q1 20224
Herold Advisors, Inc. 440.22%0.24%0.27%Q3 2021Q2 20224
Shamrock Asset Management LLC 310.00%0.33%1.27%Q1 2014Q3 20164
Private Capital Advisors, Inc. 110.07%0.48%1.63%Q2 2016Q1 20224
GARRISON BRADFORD & ASSOCIATES INC 330.26%0.31%0.34%Q2 2013Q4 20133
JJJ Advisors Inc. 210.00%0.00%0.01%Q3 2018Q4 20213
Paul John Balson 330.06%0.10%0.16%Q2 2020Q4 20203
Accredited Investors Inc. 210.04%0.26%0.66%Q2 2015Q4 20203
HB Wealth Management, LLC 330.04%0.05%0.05%Q4 2021Q2 20223
TKG Advisors, LLC 331.40%2.64%3.26%Q4 2021Q2 20223
Summit Financial, LLC 330.04%0.08%0.11%Q2 2021Q4 20213
Royal Harbor Partners, LLC 330.17%3.07%4.90%Q2 2020Q4 20203
Peak Capital Management LLC 210.00%0.16%0.47%Q2 2017Q2 20183
Novak Financial Planning, LLC 334.02%4.76%5.72%Q4 2020Q2 20213
HUTCHENS INVESTMENT MANAGEMENT INC 330.47%0.48%0.48%Q1 2016Q3 20163
CIBC BANK USA 330.03%0.05%0.08%Q2 2013Q4 20133
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) 336.17%13.78%19.61%Q1 2016Q3 20163
Upper Left Wealth Management, LLC 331.94%2.00%2.06%Q4 2021Q2 20223
Latitude Advisors, LLC 330.08%1.08%3.08%Q3 2021Q1 20223
Capital Market Strategies LLC 330.21%0.24%0.26%Q4 2021Q2 20223
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP 333.09%4.41%5.67%Q1 2016Q3 20163
TigerShark Management, LLC 330.68%0.86%1.02%Q2 2013Q4 20133
PCG Wealth Advisors, LLC 330.74%0.79%0.86%Q4 2021Q2 20223
Asset Allocation & Management Company, LLC 330.12%0.14%0.15%Q4 2021Q2 20223
Goepper Burkhardt LLC 330.14%0.15%0.15%Q3 2021Q1 20223
Quad Capital Management Advisors LLC 330.19%0.34%0.42%Q1 2019Q3 20193
MONTGOMERY INVESTMENT MANAGEMENT INC 330.07%0.10%0.12%Q4 2014Q2 20153
McAdam, LLC 330.01%0.01%0.02%Q1 2018Q3 20183
Seven Post Investment Office LP 210.06%0.07%0.08%Q3 2020Q4 20213
Kerrisdale Advisers, LLC 331.00%1.15%1.41%Q2 2020Q4 20203
Taylor & Morgan Wealth Management, LLC 330.35%0.44%0.51%Q4 2021Q2 20223
Northwest Bancshares, Inc. 330.07%0.08%0.08%Q2 2020Q4 20203
Life Planning Partners, Inc 330.03%0.03%0.03%Q4 2021Q2 20223
Ovata Capital Management Ltd 330.00%0.19%0.32%Q2 2020Q4 20203
Shearwater Capital LLC 330.75%0.87%0.96%Q4 2021Q2 20223
Curbstone Financial Management Corp 330.17%0.20%0.23%Q1 2014Q3 20143
Pinnacle Financial Group, LLC / IL 332.14%2.37%2.51%Q4 2021Q2 20223
Steward Financial Group LLC 330.05%0.06%0.06%Q4 2021Q2 20223
Jane Street Holding, LLC 330.04%0.06%0.08%Q2 2013Q4 20133
Benchmark Financial Wealth Advisors, LLC 210.09%0.11%0.13%Q3 2020Q1 20223
CHILTON INVESTMENT CO LLC 110.01%0.04%0.10%Q4 2014Q3 20213
Kemnay Advisory Services Inc. 339.63%13.57%16.19%Q2 2020Q4 20203
Blue Clay Capital Management, LLC 333.33%4.37%5.88%Q1 2016Q3 20163
Trustees of Dartmouth College 3352.70%53.74%54.49%Q4 2013Q2 20143
Loeb Offshore Management LP 110.02%0.45%0.74%Q2 2013Q1 20143
Vanguard Personalized Indexing Management, LLC 210.01%0.15%0.33%Q3 2020Q1 20223
Manning & Napier Group, LLC 330.10%0.16%0.20%Q1 2019Q3 20193
Better Money Decisions, LLC 330.01%0.02%0.03%Q1 2021Q3 20213
Crestmont Private Wealth LLC 330.26%0.27%0.28%Q4 2021Q2 20223
Bellwether Investment Group, LLC 210.13%0.25%0.40%Q2 2016Q1 20173
WHITEBOX ADVISORS LLC 210.03%0.13%0.33%Q3 2014Q4 20193
Icon Wealth Partners, LLC 110.00%0.01%0.02%Q4 2017Q1 20193
BCR Wealth Strategies, LLC 330.10%0.10%0.11%Q4 2021Q2 20223
SSI INVESTMENT MANAGEMENT LLC 210.09%0.19%0.25%Q3 2016Q3 20203
Concord Wealth Partners 210.00%0.02%0.04%Q2 2021Q1 20223
Sargent Investment Group, LLC 330.11%0.14%0.17%Q4 2018Q2 20193
Capital Square, LLC 210.11%0.15%0.17%Q1 2020Q4 20213
UMB Bank, n.a. 330.00%0.00%0.01%Q4 2021Q2 20223
Investment Advisory Group, LLC 330.33%0.34%0.34%Q4 2021Q2 20223
OLIO Financial Planning 330.21%0.23%0.24%Q4 2021Q2 20223
Antipodean Advisors LLC 335.17%6.36%7.11%Q1 2016Q3 20163
O'Brien Wealth Partners LLC 330.03%0.03%0.04%Q1 2018Q3 20183
Triangle Securities Wealth Management 210.19%0.27%0.38%Q2 2013Q1 20143
FMA ADVISORY INC 210.04%0.09%0.13%Q2 2013Q2 20153
GREAT LAKES ADVISORS, LLC 330.01%0.01%0.01%Q3 2021Q1 20223
Core Wealth Advisors, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
BOLTON LP 110.00%0.18%0.43%Q3 2013Q1 20143
Somerset Group LLC 210.27%0.57%0.73%Q2 2013Q3 20163
WESTON CAPITAL MANAGEMENT INC 330.28%0.30%0.32%Q2 2013Q4 20133
Clarius Group, LLC 210.02%0.03%0.04%Q3 2019Q4 20213
Columbia Asset Management 330.13%0.14%0.15%Q2 2021Q4 20213
Schonfeld Group Holdings LLC 210.14%0.67%1.66%Q4 2013Q3 20143
Sensible Financial Planning & Management, LLC. 210.01%0.02%0.03%Q3 2014Q3 20163
Itau USA Asset Management Inc. 331.16%1.34%1.49%Q2 2013Q4 20133
Sunflower Bank, N.A. 330.08%0.09%0.11%Q4 2020Q2 20213
CFO4Life Group, LLC 330.05%0.06%0.07%Q4 2021Q2 20223
Cobble Hill Financial Services, INC 330.04%0.07%0.12%Q1 2013Q3 20133
Threshold Group LLC 330.42%1.61%2.28%Q1 2017Q3 20173
Midwest Professional Planners, LTD. 110.38%0.59%0.84%Q1 2019Q2 20213
OneAscent Financial Services LLC 210.18%0.74%1.81%Q2 2019Q1 20203
Measured Wealth Private Client Group, LLC 210.02%1.49%2.27%Q3 2018Q4 20213
Confluence Wealth Management LLC 210.24%0.25%0.26%Q1 2015Q3 20163
Aris Wealth Services, Inc. 330.01%0.04%0.06%Q1 2015Q3 20153
Arbor Investment Advisors, LLC 330.04%0.04%0.04%Q2 2021Q4 20213
Financial Connections Group, Inc. 330.02%0.02%0.02%Q4 2021Q2 20223
Element Wealth, LLC 330.26%0.30%0.33%Q4 2021Q2 20223
TRAIN BABCOCK ADVISORS LLC 330.16%0.18%0.19%Q1 2015Q3 20153
SageGuard Financial Group, LLC 330.50%0.58%0.65%Q4 2020Q2 20213
Capital Group Private Client Services, Inc. 330.01%0.01%0.01%Q3 2021Q1 20223
STEVENS CAPITAL MANAGEMENT LP 330.31%0.37%0.45%Q3 2013Q1 20143
Kernodle & Katon Asset Management Group, LLC 330.00%0.00%0.00%Q2 2016Q4 20163
Houlihan Financial Resource Group, Ltd. 210.49%0.58%0.69%Q4 2019Q3 20203
Prince Street Capital Management LLC 334.69%7.43%10.13%Q1 2020Q3 20203
TFG Asset Management GP Ltd 110.52%1.85%2.88%Q2 2016Q4 20213
Tranquility Partners, LLC 330.31%0.44%0.69%Q2 2020Q4 20203
MJP ASSOCIATES INC /ADV 332.79%3.22%3.54%Q4 2020Q2 20213
REINHART PARTNERS, INC. 330.03%0.07%0.15%Q2 2013Q4 20133
Cypress Point Wealth Management, LLC 330.20%0.25%0.33%Q4 2020Q2 20213
Panning Capital Management, LP 332.04%3.24%3.98%Q2 2013Q4 20133
West Branch Capital LLC 330.05%0.06%0.07%Q2 2021Q4 20213
Compass Financial Group, Inc. 337.11%7.51%7.79%Q1 2016Q3 20163
Ferguson Shapiro LLC 111.20%4.78%7.13%Q4 2019Q2 20213
C2C Wealth Management, LLC 330.11%0.13%0.14%Q4 2021Q2 20223
Strategic Capital Alternatives LLC 210.03%0.07%0.14%Q3 2014Q2 20153
GREEN SQUARE CAPITAL ADVISORS LLC 330.14%1.24%2.04%Q2 2013Q4 20133
FISHMAN JAY A LTD/MI 330.05%0.05%0.06%Q2 2015Q4 20153
TFC Financial Management 330.01%0.01%0.01%Q3 2020Q1 20213
FWL INVESTMENT MANAGEMENT, LLC 210.17%1.30%3.48%Q4 2020Q1 20223
Divergent Wealth Advisors 210.02%0.08%0.21%Q1 2018Q4 20213
INR ADVISORY SERVICES LLC 330.00%0.00%0.00%Q2 2013Q4 20133
J2 Capital Management Inc 331.72%1.95%2.15%Q4 2021Q2 20223
Pure Financial Advisors, LLC 330.01%0.02%0.03%Q4 2021Q2 20223
Somerset Trust Co 330.09%0.10%0.11%Q4 2021Q2 20223
Sapphire Star Partners LP 330.24%0.29%0.32%Q2 2016Q4 20163
Keene & Associates, Inc. 330.61%0.70%0.77%Q4 2021Q2 20223
Genesis Wealth Advisors, LLC 330.31%0.39%0.43%Q4 2014Q2 20153
Northern Capital Management, Inc. 330.18%0.24%0.33%Q4 2020Q2 20213
Julex Capital Management, LLC 330.00%0.00%0.01%Q1 2019Q3 20193
Carnick & Kubik, LLC 110.01%0.02%0.04%Q4 2013Q1 20163
BANCED CORP 330.41%0.43%0.45%Q3 2017Q1 20183
BERRY GROUP, LLC 210.14%0.16%0.18%Q4 2019Q4 20203
Empirical Asset Management, LLC 330.85%0.88%0.89%Q4 2021Q2 20223
Paladin Advisory Group, LLC 330.22%0.22%0.23%Q4 2021Q2 20223
JONES FINANCIAL COMPANIES LLLP 210.00%0.00%0.00%Q2 2013Q2 20213
Jolley Asset Management, LLC 330.01%0.01%0.01%Q2 2013Q4 20133
Jump Financial, LLC 210.03%0.63%1.20%Q1 2021Q1 20223
Spouting Rock Asset Management, LLC 330.17%0.21%0.28%Q3 2020Q1 20213
Simply Money Advisors 330.01%0.01%0.02%Q2 2013Q4 20133
SYMONS CAPITAL MANAGEMENT INC 330.26%0.31%0.33%Q3 2020Q1 20213
Aldebaran Financial Inc. 210.22%0.33%0.43%Q4 2013Q3 20153
LANDAAS & CO /WI /ADV 210.10%0.10%0.10%Q3 2017Q2 20183
HATTON CONSULTING, INC. 330.36%0.38%0.42%Q1 2021Q3 20213
Twelve Points Wealth Management LLC 331.78%1.86%1.95%Q4 2021Q2 20223
CFM WEALTH PARTNERS LLC 330.00%0.00%0.00%Q4 2019Q2 20203
MISSION WEALTH MANAGEMENT, LP 210.02%0.03%0.03%Q3 2020Q4 20213
BRASADA CAPITAL MANAGEMENT, LP 330.01%0.01%0.01%Q1 2018Q3 20183
Clearstead Trust, LLC 330.01%0.02%0.02%Q1 2020Q3 20203
Willow Street Advisors LLC 332.85%3.69%4.40%Q2 2013Q4 20133
Geier Asset Management, Inc. 330.46%0.56%0.65%Q4 2020Q2 20213
HERITAGE WEALTH MANAGEMENT, LLC 330.10%0.12%0.15%Q1 2021Q3 20213
Amplius Wealth Advisors, LLC 330.80%0.84%0.92%Q4 2021Q2 20223
Lumbard & Kellner, LLC 331.91%3.26%5.29%Q2 2021Q4 20213
Hapanowicz & Associates Financial Services, Inc 330.10%0.12%0.17%Q4 2021Q2 20223
River Wealth Advisors LLC 330.02%0.03%0.03%Q2 2018Q4 20183
Crossmark Global Holdings, Inc. 110.02%0.02%0.02%Q3 2016Q4 20183
EMINENCE CAPITAL, LP 211.76%4.93%10.53%Q1 2020Q4 20203
Cherry Creek Investment Advisors, Inc. 330.14%0.14%0.15%Q2 2021Q4 20213
ARGENT TRUST COMPANY, N.A. 330.08%0.08%0.09%Q2 2014Q4 20143
Eagle Bay Advisors LLC 330.07%0.08%0.09%Q2 2021Q4 20213
LOEWS CORP 210.03%0.10%0.15%Q1 2014Q1 20163
Beck Bode, LLC 110.01%0.24%0.72%Q3 2020Q1 20223
LifePro Asset Management 330.06%0.08%0.10%Q3 2021Q1 20223
Monaco Asset Management SAM 211.85%10.04%22.39%Q2 2020Q1 20223
MAGNOLIA CAPITAL ADVISORS LLC 331.44%1.90%2.54%Q2 2020Q4 20203
GoalVest Advisory LLC 330.02%1.18%2.19%Q4 2020Q2 20213
Chicago Capital, LLC 330.01%0.01%0.02%Q4 2021Q2 20223
Vident Investment Advisory, LLC 330.25%0.32%0.39%Q1 2020Q3 20203
DeepCurrents Investment Group LLC 110.12%0.27%0.53%Q1 2019Q2 20203
Delos Wealth Advisors, LLC 332.04%2.15%2.38%Q3 2021Q1 20223
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC 210.66%1.61%2.24%Q4 2020Q1 20223
Congress Park Capital LLC 332.37%2.65%2.99%Q2 2020Q4 20203
Trust Co of Kansas 110.12%0.14%0.16%Q1 2020Q1 20223
Muzinich & Co., Inc. 210.02%3.79%6.45%Q1 2019Q3 20203
FFT WEALTH MANAGEMENT LLC 330.42%0.82%1.44%Q2 2021Q4 20213
Granite Bay Wealth Management, LLC 330.34%0.44%0.55%Q4 2021Q2 20223
Truepoint, Inc. 210.01%0.03%0.05%Q2 2017Q4 20203
Householder Group Estate & Retirement Specialist, LLC 330.34%0.77%1.18%Q4 2021Q2 20223
ETRADE Capital Management LLC 210.00%0.01%0.02%Q2 2013Q3 20203
McBroom & Associates, LLC 333.66%4.50%5.34%Q4 2021Q2 20223
Cypress Wealth Advisors LLC 330.11%0.14%0.16%Q3 2016Q1 20173
ARS Wealth Advisors Group, LLC 331.87%1.97%2.09%Q3 2021Q1 20223
Newfoundland Capital Management 110.96%2.49%3.84%Q1 2020Q3 20203
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 210.02%0.05%0.10%Q2 2015Q3 20213
MATRIX ASSET ADVISORS INC/NY 330.08%0.09%0.09%Q4 2021Q2 20223
Visium Asset Management, LP 110.00%0.00%0.00%Q2 2015Q2 20153
Private Ocean, LLC 330.00%0.00%0.00%Q2 2021Q4 20213
McElhenny Sheffield Capital Management, LLC 218.32%14.44%23.96%Q3 2021Q2 20223
Lee Capital Holdings LLC 210.18%0.29%0.52%Q1 2020Q4 20203
Clay Northam Wealth Management, LLC 330.46%0.51%0.54%Q4 2021Q2 20223
Cardinal Point Wealth Management Partners, LLC 330.36%0.39%0.40%Q4 2021Q2 20223
Curi Wealth Management, LLC 210.02%0.04%0.07%Q4 2020Q1 20223
ROBSHAW & JULIAN ASSOCIATES INC 330.93%1.28%1.50%Q2 2013Q4 20133
Progeny 3, Inc. 330.48%0.92%1.44%Q1 2016Q3 20163
Morton Brown Family Wealth, LLC 330.05%0.05%0.05%Q4 2021Q2 20223
Morris Retirement Advisors, LLC 330.21%1.32%3.39%Q4 2020Q2 20213
CAPITAL ONE, NATIONAL ASSOCIATION 210.02%0.08%0.19%Q2 2013Q4 20193
Jackson Wealth Management, LLC 110.04%0.28%0.42%Q3 2015Q1 20223
Towerpoint Wealth, LLC 330.12%0.16%0.18%Q2 2021Q4 20213
Naviter Wealth, LLC 330.07%0.13%0.23%Q4 2021Q2 20223
Hunting Hill Global Capital, LLC 330.68%2.29%4.89%Q1 2020Q3 20203
DBK Financial Counsel, LLC 330.97%1.03%1.07%Q4 2021Q2 20223
Hitchwood Capital Management LP 110.51%1.58%2.47%Q2 2016Q2 20203
Karpus Management, Inc. 330.01%2.07%3.10%Q2 2013Q4 20133
FIRST NIAGARA BANK 330.06%0.07%0.07%Q2 2015Q4 20153
U.S. Capital Wealth Advisors, LLC 330.14%0.19%0.23%Q3 2021Q1 20223
CROFT-LEOMINSTER INC 330.12%0.13%0.14%Q4 2015Q2 20163
Connective Portfolio Management, LLC 331.77%2.48%3.40%Q4 2021Q2 20223
TWO SIGMA ADVISERS, LP 110.04%0.05%0.06%Q2 2013Q2 20143
Castle Hook Partners LP 110.74%12.97%35.99%Q3 2018Q4 20203
Donoghue Forlines LLC 330.57%0.77%1.06%Q4 2017Q2 20183
Hunter Perkins Capital Management, LLC 330.06%0.09%0.16%Q2 2020Q4 20203
Kozak & Associates, Inc. 330.03%0.04%0.04%Q3 2021Q1 20223
Graypoint LLC 330.18%0.20%0.22%Q2 2021Q4 20213
WESTFIELD CAPITAL MANAGEMENT CO LP 210.00%0.01%0.01%Q1 2017Q4 20183
VIRIDIAN RIA, LLC 210.05%0.06%0.09%Q1 2021Q4 20213
Claar Advisors LLC 336.14%8.06%9.43%Q2 2020Q4 20203
Warren Street Wealth Advisors, LLC 330.19%0.22%0.28%Q4 2021Q2 20223
FIRST NATIONAL BANK OF OMAHA 330.04%0.04%0.04%Q2 2013Q4 20133
Granby Capital Management, LLC 331.19%2.20%3.15%Q4 2020Q2 20213
Schonfeld Strategic Advisors LLC 210.01%0.68%1.85%Q1 2016Q1 20213
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC 110.66%3.17%4.64%Q3 2017Q3 20173
Lomas Capital Management, LLC 210.31%6.06%9.80%Q1 2016Q3 20203
Phocas Financial Corp. 110.00%0.01%0.02%Q2 2013Q2 20193
BIVIN & ASSOCIATES, INC. 220.01%0.01%0.01%Q4 2021Q1 20222
American Trust 220.39%0.39%0.39%Q4 2021Q1 20222
Horizon Kinetics 220.00%0.00%0.00%Q2 2013Q3 20132
Bluesphere Advisors, LLC 220.36%0.54%0.73%Q4 2020Q1 20212
Allegheny Financial Group LTD 110.09%0.12%0.15%Q4 2020Q1 20222
BANK OF NOVA SCOTIA TRUST CO 110.00%0.00%0.01%Q3 2015Q3 20172
Intelligent Financial Strategies 220.22%0.23%0.25%Q4 2021Q1 20222
Empowered Funds, LLC 221.08%1.08%1.08%Q4 2020Q1 20212
PIERSHALE FINANCIAL GROUP, INC. 110.01%0.08%0.15%Q1 2014Q3 20162
PRUDENT INVESTORS NETWORK 220.12%0.12%0.12%Q2 2021Q3 20212
Clarus Group, Inc. 110.15%0.16%0.17%Q2 2021Q1 20222
Transparent Wealth Partners LLC 221.44%1.93%2.41%Q4 2021Q1 20222
Center For Asset Management LLC 110.31%0.40%0.48%Q4 2020Q1 20222
PARAGON FINANCIAL PARTNERS, INC. 220.54%0.57%0.60%Q4 2021Q1 20222
Dixon Hughes Goodman Wealth Advisors LLC 220.07%0.07%0.07%Q4 2021Q1 20222
City State Bank 220.11%0.13%0.14%Q4 2021Q1 20222
China Universal Asset Management Co., Ltd. 220.73%0.91%1.09%Q4 2021Q1 20222
Allie Family Office LLC 221.55%1.57%1.60%Q4 2021Q1 20222
Confluence Wealth Services, Inc. 220.47%0.52%0.56%Q4 2021Q1 20222
BANK PICTET & CIE (ASIA) LTD 110.16%0.53%0.91%Q1 2017Q4 20172
Urban Wealth Management, LLC 110.27%0.38%0.48%Q4 2020Q2 20222
Crestone Asset Management LLC 220.12%0.12%0.12%Q4 2016Q1 20172
Marino Management, LLC 2298.67%98.70%98.74%Q4 2020Q1 20212
Kellett Schaffner Wealth Advisors LLC 220.16%0.16%0.17%Q4 2021Q1 20222
Paradigm Capital Management, LLC/NV 220.87%0.88%0.89%Q4 2021Q1 20222
WMG Financial Advisors, LLC 220.26%0.26%0.26%Q4 2021Q1 20222
TILIA FIDUCIARY PARTNERS, INC. 220.00%0.00%0.00%Q4 2021Q1 20222
Counsel Portfolio Services Inc. 220.26%0.27%0.28%Q1 2016Q2 20162
Tyrian Investments, L.P. 220.93%1.70%2.47%Q2 2016Q3 20162
Geller Advisors LLC 110.09%0.16%0.24%Q2 2013Q3 20192
Sky Investment Counsel Inc 2213.62%17.60%21.59%Q1 2014Q2 20142
PYRRHO CAPITAL MANAGEMENT, LP 116.51%8.90%11.28%Q4 2016Q4 20162
SWS Partners 220.10%0.10%0.10%Q4 2017Q1 20182
Valtura Capital Partners LLC 226.45%18.66%30.87%Q4 2016Q1 20172
VAN DEN BERG MANAGEMENT I, INC 221.18%1.20%1.22%Q3 2019Q4 20192
TRUST & FIDUCIARY MANAGEMENT SERVICES INC 220.01%0.01%0.02%Q3 2013Q4 20132
Sabal Trust CO 220.03%0.05%0.06%Q3 2019Q4 20192
Sandell Asset Management Corp. 222.03%2.89%3.76%Q2 2020Q3 20202
Teamwork Financial Advisors, LLC 220.05%0.11%0.16%Q3 2020Q4 20202
HARVEST MANAGEMENT LLC 220.48%0.53%0.58%Q2 2013Q3 20132
West Family Investments, Inc. 220.01%0.01%0.01%Q2 2013Q3 20132
RELIANCE TRUST CO OF DELAWARE 220.03%0.03%0.03%Q1 2014Q2 20142
ROBERTS GLORE & CO INC /IL/ 220.36%0.37%0.38%Q2 2013Q3 20132
Verde Servicos Internacionais S.A. 220.07%0.07%0.07%Q3 2017Q4 20172
COOK WEALTH MANAGEMENT GROUP LLC 220.32%0.34%0.36%Q4 2021Q1 20222
Yong Rong (HK) Asset Management Ltd 113.30%7.28%11.26%Q2 2018Q1 20192
STIFEL NICOLAUS & CO INC \MO\ 220.35%0.46%0.58%Q2 2013Q3 20132
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC 220.00%0.00%0.00%Q1 2020Q2 20202
Claren Road Asset Management, LLC 220.04%0.04%0.05%Q1 2015Q2 20152
KC Investment Advisors, LLC 220.37%0.52%0.67%Q4 2020Q1 20212
HANSEATIC MANAGEMENT SERVICES INC 222.22%2.90%3.59%Q2 2020Q3 20202
IMPAX ASSET MANAGEMENT LLC 220.01%0.02%0.02%Q3 2013Q4 20132
PRING TURNER CAPITAL GROUP INC 110.02%0.13%0.24%Q4 2013Q2 20142
Maven Securities LTD 110.03%0.04%0.05%Q1 2020Q3 20202
EAGLE ASSET MANAGEMENT INC 220.04%0.04%0.04%Q2 2016Q3 20162
Zurich Insurance Group Ltd/FI 220.01%0.02%0.03%Q1 2018Q2 20182
Marcum Wealth, LLC 220.07%0.07%0.07%Q1 2022Q2 20222
ALPHA WINDWARD LLC 220.17%0.84%1.52%Q2 2013Q3 20132
PRINCIPAL FINANCIAL GROUP INC 220.00%0.00%0.00%Q1 2021Q2 20212
Signator Financial Services, Inc. 220.00%0.00%0.00%Q2 2013Q3 20132
Ewing Morris & Co. Investment Partners Ltd. 224.23%4.33%4.43%Q4 2021Q1 20222
Family Capital Trust Co 110.05%0.16%0.26%Q2 2013Q4 20152
Farmers & Merchants Trust Co of Long Beach 220.09%0.10%0.10%Q2 2020Q3 20202
CLEAR STREET MARKETS LLC 111.19%1.35%1.52%Q3 2017Q3 20172
FINANCIAL CONSULATE, INC 220.08%0.08%0.08%Q2 2021Q3 20212
NexWave Capital Partners LLC 2222.24%23.36%24.48%Q1 2020Q2 20202
Parkside Advisors LLC 220.11%0.11%0.12%Q3 2020Q4 20202
Brendel Financial Advisors LLC 110.05%0.78%1.52%Q2 2021Q1 20222
Draper Asset Management, LLC 110.05%0.05%0.06%Q4 2020Q4 20202
Ice Pond Lane Advisers, LLC 2226.40%38.05%49.71%Q4 2016Q1 20172
STANCORP INVESTMENT ADVISERS INC 220.21%0.22%0.24%Q4 2014Q1 20152
Lantz Financial LLC 110.08%0.11%0.14%Q3 2020Q1 20222
Ameliora Wealth Management Ltd. 227.46%8.48%9.51%Q4 2021Q1 20222
Castleview Partners, LLC 110.02%0.31%0.60%Q1 2018Q4 20212
Cinctive Capital Management LP 110.34%0.94%1.54%Q1 2022Q1 20222
MEANS INVESTMENT CO., INC. 110.02%0.07%0.13%Q4 2021Q4 20212
GRATIA CAPITAL, LLC 223.45%4.04%4.64%Q3 2019Q4 20192
High Falls Advisors, Inc 220.16%0.16%0.17%Q3 2016Q4 20162
SHANDA ASSET MANAGEMENT HOLDINGS Ltd 220.02%4.01%8.00%Q3 2015Q4 20152
Hatteras Funds, LP 221.23%1.37%1.50%Q2 2016Q3 20162
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC 110.00%0.03%0.06%Q1 2014Q2 20212
Ignite Planners, LLC 220.38%0.39%0.41%Q1 2022Q2 20222
Pennant Capital Management, LLC 225.76%5.85%5.94%Q3 2016Q4 20162
Bayesian Capital Management, LP 110.24%0.27%0.30%Q1 2017Q4 20192
Airain ltd 220.02%0.03%0.04%Q1 2017Q2 20172
BBVA USA 220.12%0.12%0.12%Q2 2021Q3 20212
Pineno Levin & Ford Asset Management, Inc. 220.17%0.20%0.22%Q2 2013Q3 20132
NTB Financial Corp 220.94%0.97%1.00%Q4 2021Q1 20222
CHURCHILL MANAGEMENT Corp 220.12%0.14%0.15%Q2 2020Q3 20202
DOCK STREET ASSET MANAGEMENT INC 223.37%3.53%3.70%Q2 2016Q3 20162
Vantis Investment Advisers L.P. 228.50%16.72%24.93%Q3 2019Q4 20192
Taconic Capital Advisors LP 110.58%0.81%1.04%Q2 2013Q1 20222
NATIONAL BANK OF CANADA /FI/ 220.14%0.14%0.15%Q4 2021Q1 20222
StellarOne CORP 220.02%0.02%0.02%Q2 2013Q3 20132
Forty4 Asset Management LLC 110.05%0.51%0.96%Q2 2013Q2 20132
Soros Fund Management 220.65%1.69%2.73%Q1 2016Q2 20162
1900 WEALTH MANAGEMENT LLC 220.03%0.04%0.04%Q4 2021Q1 20222
Winchester Group Inc. 220.94%0.94%0.95%Q2 2013Q3 20132
Sanchez Wealth Management Group 224.83%5.03%5.23%Q1 2022Q2 20222
Silver Oak Advisory Group, Inc. 220.15%0.16%0.17%Q4 2021Q1 20222
HENGEHOLD CAPITAL MANAGEMENT LLC 220.03%0.03%0.03%Q1 2022Q2 20222
Banyan Partners, LLC 220.16%0.31%0.45%Q3 2013Q4 20132
COWEN AND COMPANY, LLC 110.02%0.12%0.22%Q2 2021Q2 20212
WEST MICHIGAN ADVISORS, LLC 220.16%0.18%0.20%Q4 2021Q1 20222
Farmers National Bank 220.00%0.00%0.00%Q1 2019Q2 20192
Scotia Asset Management L.P. 221.08%1.10%1.12%Q2 2013Q3 20132
Summit Global Investments 220.05%0.05%0.05%Q3 2021Q4 20212
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC 110.04%0.05%0.07%Q4 2020Q1 20222
NCM Capital Management, LLC 220.25%0.29%0.33%Q4 2021Q1 20222
PagnatoKarp Partners LLC 110.33%0.35%0.37%Q3 2019Q1 20202
MONTAGE INVESTMENTS, LLC 220.13%0.15%0.17%Q2 2016Q3 20162
PROFESSIONAL PLANNING 110.12%0.12%0.13%Q2 2020Q4 20202
York Capital Management Global Advisors, LLC 220.11%0.11%0.11%Q2 2013Q3 20132
Mariner Wealth Advisors-Madison, LLC 220.01%0.01%0.01%Q2 2013Q3 20132
TFO-TDC, LLC 110.02%0.03%0.04%Q3 2020Q3 20212
Troob Capital Management LLC 225.06%7.35%9.64%Q2 2013Q3 20132
WASHBURN CAPITAL MANAGEMENT, INC. 220.18%0.19%0.20%Q4 2021Q1 20222
Covestor Ltd 220.06%0.07%0.08%Q4 2021Q1 20222
MONEYWISE, INC. 110.15%0.15%0.16%Q4 2020Q4 20212
DUALITY ADVISERS, LP 222.47%3.46%4.45%Q2 2020Q3 20202
Cowen Investment Management LLC 220.00%0.02%0.03%Q3 2019Q4 20192
Kathmere Capital Management, LLC 220.03%0.03%0.04%Q3 2020Q4 20202
Coe Capital Management, LLC 110.25%0.31%0.36%Q4 2018Q4 20202
Constellation Wealth Advisors, LLC 220.64%0.85%1.06%Q2 2013Q3 20132
Yost Capital Management, LP 223.86%3.98%4.10%Q2 2020Q3 20202
Privium Fund Management B.V. 220.04%0.04%0.04%Q4 2021Q1 20222
TITLEIST ASSET MANAGEMENT, LTD. 220.07%0.08%0.09%Q4 2021Q1 20222
Wildcat Capital Management, LLC 220.19%3.97%7.76%Q1 2019Q2 20192
Black Maple Capital Management LP 111.17%3.81%6.44%Q4 2020Q3 20212
WEALTHSPAN PARTNERS, LLC 220.35%0.36%0.38%Q4 2021Q1 20222
VERUS CAPITAL PARTNERS, LLC 220.19%0.19%0.20%Q4 2019Q1 20202
EverSource Wealth Advisors, LLC 220.12%0.13%0.13%Q4 2021Q1 20222
OXFORD FINANCIAL GROUP LTD 110.04%0.05%0.06%Q1 2020Q3 20212
Zullo Investment Group, Inc. 220.02%0.03%0.03%Q4 2021Q1 20222
JMAC ENTERPRISES LLC 220.19%0.20%0.20%Q4 2021Q1 20222
TCG Advisors, LP 220.01%0.01%0.01%Q1 2019Q2 20192
Sage Capital Advisors,llc 110.19%0.19%0.19%Q3 2019Q3 20202
J.Safra Asset Management Corp 220.35%0.42%0.50%Q3 2016Q4 20162
Kamunting Street Capital Management, L.P. 112.01%3.14%4.26%Q1 2020Q2 20212
O'Dell Group, LLC 220.02%0.02%0.02%Q3 2021Q4 20212
RTW INVESTMENTS, LP 223.15%3.37%3.59%Q2 2016Q3 20162
MORGENS WATERFALL VINTIADIS & CO INC 220.81%1.02%1.22%Q1 2016Q2 20162
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. 220.49%0.72%0.95%Q2 2016Q3 20162
JHL Capital Group LLC 115.89%11.05%16.20%Q1 2018Q1 20182
JANUS HENDERSON GROUP PLC 220.02%0.02%0.03%Q1 2014Q2 20142
Jabre Capital Partners S.A. 110.08%0.64%1.20%Q1 2016Q3 20162
HARVEST VOLATILITY MANAGEMENT LLC 220.00%0.00%0.00%Q4 2020Q1 20212
Holistic Financial Partners 220.03%0.03%0.04%Q4 2017Q1 20182
Centenus Global Management, LP 110.22%0.31%0.40%Q4 2017Q1 20192
NEIRG Wealth Management, LLC 222.46%2.77%3.08%Q4 2021Q1 20222
ARROWGRASS CAPITAL PARTNERS (US) LP 110.04%0.73%1.43%Q1 2016Q3 20182
Magnetar Financial LLC 110.03%0.37%0.72%Q3 2015Q3 20162
Pallas Capital Advisors LLC 220.23%0.23%0.24%Q3 2021Q4 20212
GETCO Holding Company, LLC 112.21%2.28%2.35%Q2 2013Q2 20132
Claremont Financial Group, Inc. 2212.44%14.72%17.00%Q4 2021Q1 20222
Cascabel Management LP 2216.37%19.16%21.96%Q2 2013Q3 20132
Long Wharf Investors, Inc. 220.17%0.17%0.18%Q1 2014Q2 20142
Finer Wealth Management, Inc. 221.14%1.16%1.17%Q4 2021Q1 20222
SAC Capital Advisors LP 220.01%0.02%0.04%Q4 2013Q1 20142
Meru Capital Group, LP 112.24%4.23%6.21%Q2 2013Q4 20132
Fortitude Advisory Group L.L.C. 220.14%0.16%0.19%Q4 2021Q1 20222
Gemsstock Ltd. 2245.75%48.51%51.26%Q1 2020Q2 20202
Sonora Investment Management Group, LLC 220.03%0.03%0.03%Q4 2021Q1 20222
SABBY MANAGEMENT, LLC 221.10%1.30%1.49%Q4 2019Q1 20202
Worth Asset Management, LLC 220.02%0.02%0.02%Q1 2022Q2 20222
STANSBERRY ASSET MANAGEMENT, LLC 221.73%1.82%1.90%Q1 2020Q2 20202
SELDON CAPITAL LP 220.73%0.74%0.76%Q4 2021Q1 20222
WealthTrust Asset Management, LLC 221.47%1.48%1.48%Q2 2021Q3 20212
EnTrust Global Partners Offshore LP 225.53%5.83%6.13%Q4 2017Q1 20182
RS CRUM INC. 224.36%5.55%6.74%Q4 2021Q1 20222
Buckingham Strategic Partners 220.09%0.15%0.20%Q4 2021Q1 20222
Asset Management Resources, LLC 220.24%0.25%0.26%Q1 2022Q2 20222
COOPERMAN LEON G 221.16%1.24%1.32%Q3 2019Q4 20192
WealthTrust Axiom LLC 220.09%0.09%0.09%Q2 2013Q3 20132
Secure Asset Management, LLC 110.15%0.33%0.50%Q4 2019Q2 20202
Bell Bank 220.28%0.32%0.36%Q2 2013Q3 20132
Cascadia Advisory Services, LLC 220.58%0.59%0.60%Q2 2020Q3 20202
RS INVESTMENT MANAGEMENT CO LLC 220.01%0.01%0.01%Q1 2016Q2 20162
Ledge Wealth Management, Inc. 220.42%0.45%0.49%Q1 2022Q2 20222
OLIVER LAGORE VANVALIN INVESTMENT GROUP 221.18%2.29%3.39%Q4 2021Q1 20222
Amundi 220.00%0.00%0.00%Q4 2021Q1 20222
Andromeda Capital LLC 111.12%1.12%1.12%Q2 2014Q2 20142
Eagle Strategies LLC 220.11%0.11%0.12%Q4 2021Q1 20222
RE Dickinson Investment Advisors, LLC 220.02%0.02%0.03%Q4 2021Q1 20222
First Capital Advisors Group, LLC. 110.04%1.22%2.40%Q1 2018Q4 20212
CoreCommodity Management, LLC 221.04%1.50%1.96%Q3 2013Q4 20132
Santori & Peters, Inc. 110.24%0.50%0.77%Q3 2020Q2 20212
Sound View Wealth Advisors, LLC 220.15%0.16%0.16%Q4 2018Q1 20192
Argent Wealth Management LLC 220.76%0.85%0.93%Q1 2020Q2 20202
First Trust Bank, Ltd. 2217.74%18.77%19.80%Q2 2016Q3 20162
Future Financial Wealth Managment LLC 220.04%0.05%0.05%Q4 2021Q1 20222
Lion Street Advisors, LLC 110.54%0.74%0.94%Q1 2020Q3 20202
NORWOOD FINANCIAL CORP 220.01%0.01%0.02%Q4 2021Q1 20222
Integer Wealth Advisors Group LLC 220.29%0.36%0.43%Q4 2020Q1 20212
SCP Investment, LP 222.27%2.66%3.04%Q3 2019Q4 20192
HHM Wealth Advisors, LLC 220.06%0.06%0.06%Q3 2021Q4 20212
Genesee Capital Advisors, LLC 220.45%0.53%0.60%Q4 2018Q1 20192
Sage Investment Advisers LLC 222.28%2.46%2.63%Q4 2021Q1 20222
Centerpoint Advisors, LLC 220.00%0.00%0.00%Q3 2019Q4 20192
Sculptor Capital LP 110.03%0.09%0.14%Q2 2013Q2 20172
Tairen Capital Ltd 111.32%4.78%8.23%Q2 2016Q4 20182
Bath Savings Trust Co 110.09%0.20%0.31%Q4 2020Q2 20222
Emerald Acquisition Ltd. 220.00%0.01%0.01%Q2 2016Q3 20162
Objective Capital Management, LLC 220.18%0.18%0.18%Q4 2021Q1 20222
Atlas Financial Advisors, Inc. 220.20%0.25%0.30%Q4 2021Q1 20222
DHK Financial Advisors, Inc. 221.92%2.17%2.41%Q4 2021Q1 20222
Beacon Capital Management, LLC 220.03%0.03%0.03%Q1 2022Q2 20222
Gould Capital, LLC 222.66%2.87%3.08%Q4 2021Q1 20222
BECK CAPITAL MANAGEMENT, LLC 221.62%1.77%1.92%Q2 2020Q3 20202
Harfst & Associates, Inc. 220.22%0.27%0.32%Q1 2021Q2 20212
Moisand Fitzgerald Tamayo, LLC 110.01%0.01%0.01%Q1 2018Q2 20202
Summit Wealth Group, LLC 220.01%0.01%0.01%Q1 2021Q2 20212
Baltimore-Washington Financial Advisors Inc. 220.02%0.03%0.04%Q2 2013Q3 20132
Vermillion Asset Management LLC 110.26%2.25%4.23%Q3 2013Q3 20132
Verde Capital Management 220.15%0.19%0.22%Q4 2019Q1 20202
Coury Firm Asset Management LLC 220.43%0.98%1.52%Q4 2021Q1 20222
Paracle Advisors, LLC 220.08%0.09%0.09%Q3 2020Q4 20202
Epic Trust Investment Advisors, LLC 221.05%1.29%1.54%Q4 2021Q1 20222
B&D White Capital Company, LLC 110.04%0.14%0.25%Q4 2020Q3 20212
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV 220.11%0.13%0.15%Q2 2013Q3 20132
Heritage Investment Group, Inc. 220.77%0.80%0.83%Q4 2021Q1 20222
NORTH AMERICAN MANAGEMENT CORP 220.04%0.08%0.13%Q2 2013Q3 20132
Capital Wealth Alliance, LLC 220.23%0.26%0.28%Q4 2019Q1 20202
New Legacy Group, LLC 220.23%0.35%0.47%Q4 2021Q1 20222
Strengthening Families & Communities, LLC 220.01%0.02%0.02%Q4 2021Q1 20222
Hutchens & Kramer Investment Management Group, LLC 221.25%1.33%1.41%Q4 2021Q1 20222
PECONIC PARTNERS LLC 110.69%1.40%2.10%Q2 2020Q1 20222
High Net Worth Advisory Group LLC 220.14%0.16%0.17%Q4 2021Q1 20222
MAI Capital Management 110.01%0.01%0.01%Q3 2020Q3 20202
Berry Street Capital Management LLP 110.18%1.63%3.07%Q2 2021Q1 20222
Belvedere Advisors LLC 221.88%2.54%3.20%Q1 2019Q2 20192
Mason & Associates Inc 224.23%4.64%5.04%Q4 2021Q1 20222
MAPLE SECURITIES USA INC 110.02%0.06%0.09%Q1 2014Q3 20142
PACIFIC FINANCIAL GROUP INC 110.01%0.03%0.06%Q4 2014Q3 20202
Folger Hill Asset Management LP 110.12%0.27%0.42%Q2 2016Q1 20182
XML SECURITIES, LLC 222.86%2.90%2.94%Q4 2017Q1 20182
Financial Gravity Companies, Inc. 220.04%0.04%0.04%Q4 2017Q1 20182
AIRE ADVISORS, LLC 220.32%0.33%0.34%Q4 2021Q1 20222
Giverny Capital 220.04%0.04%0.04%Q4 2021Q1 20222
Spotlight Asset Group, Inc. 220.39%0.44%0.50%Q2 2021Q3 20212
Trinity Financial Advisors LLC 220.37%0.96%1.54%Q1 2022Q2 20222
Affinity Capital Advisors, LLC 220.12%0.12%0.12%Q1 2022Q2 20222
Sandy Cove Advisors, LLC 220.52%0.53%0.54%Q4 2021Q1 20222
EXCELSIA, INC. 227.79%8.41%9.03%Q2 2013Q3 20132
Bridgecreek Investment Management, LLC 220.07%0.10%0.12%Q2 2013Q3 20132
Grant/GrossMendelsohn, LLC 223.52%3.68%3.84%Q1 2022Q2 20222
Bell Investment Advisors, Inc 220.01%0.01%0.01%Q3 2021Q4 20212
Veracity Capital LLC 110.02%1.73%3.44%Q1 2020Q1 20202
Souders Financial Advisors 110.06%0.07%0.08%Q2 2021Q1 20222
MARIPAU WEALTH MANAGEMENT LLC 221.80%2.38%2.96%Q4 2021Q1 20222
Seawolf Capital, LLC 221.66%1.71%1.77%Q3 2016Q4 20162
Gouws Capital LLC 222.70%2.70%2.70%Q4 2021Q1 20222
Davis Capital Management 220.01%0.02%0.03%Q1 2020Q2 20202
BancFirst Trust & Investment Management 220.16%0.17%0.18%Q4 2021Q1 20222
ROOSEVELT INVESTMENT GROUP LLC 221.92%1.92%1.93%Q2 2016