Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 125 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.03% | 0.24% | Q2 2013 | Q3 2023 | 113 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 108 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.12% | 0.79% | Q2 2013 | Q3 2023 | 98 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.03% | 0.44% | Q4 2015 | Q3 2023 | 96 |
Citadel Advisors | 32 | 7 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 93 |
HAP Trading, LLC | 32 | 1 | 0.00% | 0.19% | 3.86% | Q4 2013 | Q3 2023 | 89 |
Parallax Volatility Advisers, L.P. | 38 | 38 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2022 | 89 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.13% | 0.66% | Q1 2012 | Q3 2023 | 88 |
WOLVERINE TRADING, LLC | 20 | 9 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q3 2023 | 87 |
UBS Group AG | 36 | 36 | 0.00% | 0.08% | 0.50% | Q4 2014 | Q3 2023 | 87 |
JANE STREET GROUP, LLC | 36 | 1 | 0.00% | 0.01% | 0.19% | Q1 2014 | Q3 2023 | 86 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 75 |
CREDIT SUISSE AG/ | 40 | 40 | 0.00% | 0.07% | 0.32% | Q1 2013 | Q4 2022 | 73 |
Jefferies Group LLC | 28 | 4 | 0.00% | 0.07% | 0.50% | Q3 2014 | Q3 2022 | 70 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 66 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.17% | 0.69% | Q2 2013 | Q3 2023 | 60 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q2 2018 | 58 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.12% | 0.74% | Q2 2013 | Q3 2023 | 55 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 55 |
CLEAR STREET MARKETS LLC | 21 | 1 | 0.00% | 0.29% | 2.16% | Q2 2013 | Q3 2023 | 54 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 42 | 42 | 0.00% | 4.24% | 9.46% | Q2 2013 | Q3 2023 | 54 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 54 |
HSBC HOLDINGS PLC | 42 | 4 | 0.00% | 0.12% | 0.56% | Q1 2012 | Q3 2023 | 51 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.09% | 0.34% | Q3 2013 | Q3 2023 | 49 |
Creative Planning | 42 | 42 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 49 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.03% | 0.25% | Q2 2013 | Q1 2017 | 45 |
Bluefin Trading, LLC | 13 | 4 | 0.00% | 0.24% | 3.85% | Q1 2014 | Q2 2020 | 45 |
Heronetta Management, L.P. | 44 | 44 | 3.14% | 7.26% | 11.61% | Q4 2012 | Q3 2023 | 44 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 42 | 42 | 0.08% | 4.28% | 10.92% | Q2 2013 | Q3 2023 | 44 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 44 |
HUNTINGTON NATIONAL BANK | 20 | 10 | 0.00% | 0.01% | 0.02% | Q3 2010 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 44 |
PEAK6 Investments LLC | 16 | 4 | 0.00% | 0.01% | 0.05% | Q3 2018 | Q3 2023 | 44 |
MAI Capital Management | 42 | 42 | 0.00% | 0.43% | 1.84% | Q2 2013 | Q3 2023 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.04% | 0.18% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.02% | 0.14% | 0.49% | Q4 2012 | Q2 2023 | 43 |
BNP PARIBAS FINANCIAL MARKETS | 21 | 20 | 0.00% | 0.05% | 0.30% | Q2 2013 | Q3 2023 | 43 |
Linscomb & Williams, Inc. | 42 | 42 | 0.01% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q4 2023 | 43 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 43 |
CHICKASAW CAPITAL MANAGEMENT LLC | 42 | 42 | 3.05% | 8.34% | 11.98% | Q2 2013 | Q3 2023 | 42 |
EAGLE GLOBAL ADVISORS LLC | 42 | 42 | 1.09% | 4.53% | 7.94% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Avenir Corp | 42 | 42 | 0.17% | 0.42% | 0.80% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 0.43% | 2.54% | 7.40% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Pinnacle Holdings, LLC | 42 | 42 | 0.04% | 0.50% | 2.12% | Q2 2013 | Q3 2023 | 42 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 42 | 42 | 1.81% | 5.24% | 9.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
BEACH INVESTMENT COUNSEL INC/PA | 22 | 8 | 0.07% | 3.19% | 6.28% | Q1 2013 | Q4 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.13% | 0.43% | 0.87% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.01% | 0.15% | 0.53% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.23% | 0.79% | Q2 2013 | Q3 2023 | 42 |
Edgemoor Investment Advisors, Inc. | 42 | 42 | 0.02% | 0.13% | 0.36% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.12% | 0.59% | 1.41% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.01% | 0.12% | 0.67% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 42 |
NBW CAPITAL LLC | 42 | 42 | 0.06% | 1.74% | 3.00% | Q2 2013 | Q3 2023 | 42 |
Whetstone Capital Advisors, LLC | 26 | 26 | 0.07% | 8.87% | 19.01% | Q1 2014 | Q2 2020 | 42 |
SALEM INVESTMENT COUNSELORS INC | 42 | 42 | 0.05% | 0.15% | 0.32% | Q2 2013 | Q3 2023 | 42 |
GABELLI FUNDS LLC | 42 | 42 | 0.05% | 0.18% | 0.59% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.01% | 0.10% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.11% | 0.52% | 1.26% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 42 |
WESTWOOD HOLDINGS GROUP INC | 42 | 42 | 0.00% | 0.36% | 2.06% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.38% | 1.01% | 2.19% | Q2 2013 | Q3 2023 | 42 |
NOVARE CAPITAL MANAGEMENT LLC | 42 | 42 | 0.01% | 0.66% | 1.63% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.22% | 0.56% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 21 | 20 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 41 |
Biondo Investment Advisors, LLC | 41 | 41 | 0.03% | 0.12% | 0.26% | Q2 2013 | Q2 2023 | 41 |
Prospera Financial Services Inc | 23 | 18 | 0.04% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 29 | 12 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
BALDWIN BROTHERS LLC/MA | 41 | 41 | 0.00% | 0.11% | 0.35% | Q4 2013 | Q4 2023 | 41 |
Advisors Capital Management, LLC | 34 | 7 | 0.01% | 0.37% | 1.05% | Q2 2013 | Q3 2023 | 41 |
FMR LLC | 41 | 41 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 41 |
Hilton Capital Management, LLC | 27 | 14 | 0.02% | 0.11% | 0.32% | Q2 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 40 | 40 | 10.64% | 17.95% | 23.49% | Q4 2013 | Q3 2023 | 40 |
CONNING INC. | 40 | 40 | 0.01% | 0.20% | 0.59% | Q4 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 20 | 20 | 0.00% | 0.04% | 0.39% | Q2 2013 | Q3 2023 | 40 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 20 | 20 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 40 |
PEOPLES FINANCIAL SERVICES CORP. | 40 | 40 | 0.01% | 0.36% | 1.01% | Q4 2013 | Q3 2023 | 40 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 39 | 1 | 0.03% | 0.32% | 1.05% | Q2 2013 | Q3 2023 | 40 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
First Horizon Advisors, Inc. | 40 | 40 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 20 | 7 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.01% | 0.04% | 0.15% | Q4 2013 | Q3 2023 | 40 |
JENNISON ASSOCIATES LLC | 29 | 11 | 0.01% | 0.05% | 0.15% | Q2 2013 | Q3 2023 | 40 |
MILLER HOWARD INVESTMENTS INC /NY | 28 | 12 | 0.00% | 2.74% | 6.62% | Q2 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 40 |
FIRST MANHATTAN CO. LLC. | 26 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
PRIVATE TRUST CO NA | 26 | 7 | 0.01% | 0.05% | 0.14% | Q1 2013 | Q3 2023 | 40 |
Camelot Portfolios, LLC | 39 | 39 | 0.06% | 0.32% | 1.30% | Q1 2014 | Q3 2023 | 39 |
Somerset Group LLC | 29 | 4 | 0.18% | 0.71% | 1.98% | Q2 2013 | Q3 2023 | 39 |
ArchPoint Investors | 27 | 3 | 0.01% | 0.33% | 1.00% | Q2 2013 | Q3 2023 | 39 |
CIBC Asset Management Inc | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 39 |
Cannell & Co. | 39 | 39 | 0.01% | 0.13% | 1.12% | Q1 2014 | Q3 2023 | 39 |
BROWN ADVISORY INC | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 39 | 39 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 39 |
WEDBUSH SECURITIES INC | 39 | 39 | 0.01% | 0.06% | 0.15% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.06% | 0.15% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.35% | 1.20% | 2.61% | Q1 2014 | Q3 2023 | 39 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 35 | 4 | 0.06% | 0.45% | 1.39% | Q4 2013 | Q3 2023 | 39 |
COMERICA BANK | 39 | 39 | 0.00% | 0.66% | 2.29% | Q2 2013 | Q4 2022 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.03% | 0.18% | 0.42% | Q1 2014 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 38 |
Salient Capital Advisors, LLC | 38 | 38 | 2.56% | 6.12% | 10.82% | Q2 2013 | Q3 2022 | 38 |
Partners Group Holding AG | 20 | 18 | 0.04% | 0.39% | 1.34% | Q2 2013 | Q3 2023 | 38 |
ATWOOD & PALMER INC | 38 | 38 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 38 |
CASTLEARK MANAGEMENT LLC | 28 | 10 | 0.02% | 0.21% | 0.92% | Q2 2013 | Q3 2023 | 38 |
BROWN BROTHERS HARRIMAN & CO | 20 | 9 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 38 |
PINNACLE ASSOCIATES LTD | 20 | 17 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 37 |
Diversified Trust Co | 31 | 1 | 0.01% | 0.14% | 0.46% | Q2 2013 | Q3 2023 | 37 |
Catalyst Capital Advisors LLC | 37 | 37 | 0.00% | 0.50% | 1.07% | Q3 2014 | Q3 2023 | 37 |
BESSEMER GROUP INC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 37 |
Brookfield Asset Management | 17 | 1 | 0.06% | 0.51% | 1.83% | Q2 2013 | Q3 2023 | 37 |
HighTower Trust Company, N.A. | 18 | 3 | 0.05% | 0.23% | 0.50% | Q2 2013 | Q1 2023 | 37 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.15% | 1.22% | 2.38% | Q2 2013 | Q1 2022 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.03% | 0.13% | 0.52% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 33 | 2 | 0.00% | 0.07% | 0.23% | Q4 2014 | Q3 2023 | 36 |
Oakworth Capital, Inc. | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
E&G Advisors, LP | 20 | 16 | 0.08% | 0.41% | 1.03% | Q4 2013 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.77% | 1.82% | 3.14% | Q4 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 25 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 36 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 36 | 36 | 0.29% | 2.50% | 6.70% | Q2 2013 | Q1 2022 | 36 |
Invesco Ltd. | 27 | 9 | 0.00% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.00% | 0.06% | 1.27% | Q4 2014 | Q3 2023 | 36 |
D.A. DAVIDSON & CO. | 33 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 36 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 36 | 36 | 0.13% | 0.36% | 1.16% | Q4 2014 | Q3 2023 | 36 |
Sumitomo Mitsui Trust Holdings, Inc. | 20 | 15 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 34 | 1 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q4 2021 | 35 |
Cohen Capital Management, Inc. | 35 | 35 | 0.05% | 0.48% | 1.03% | Q1 2015 | Q3 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.03% | 0.09% | 0.24% | Q4 2014 | Q3 2023 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 20 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 35 |
SEARLE & CO. | 29 | 6 | 0.04% | 0.11% | 0.27% | Q4 2014 | Q3 2023 | 35 |
ALPS ADVISORS INC | 34 | 34 | 0.00% | 3.51% | 8.58% | Q2 2015 | Q3 2023 | 34 |
Pointe Capital Management LLC | 27 | 7 | 0.32% | 1.13% | 3.78% | Q1 2015 | Q3 2023 | 34 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 21 | 6 | 0.01% | 4.66% | 9.13% | Q4 2016 | Q3 2023 | 34 |
Heritage Wealth Advisors | 27 | 7 | 0.00% | 0.38% | 1.14% | Q4 2013 | Q3 2023 | 34 |
Avior Wealth Management, LLC | 34 | 34 | 0.00% | 0.04% | 0.14% | Q2 2015 | Q3 2023 | 34 |
TIEDEMANN ADVISORS, LLC | 17 | 2 | 0.01% | 1.21% | 4.36% | Q2 2013 | Q4 2022 | 34 |
Edgewood Management | 34 | 34 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 34 |
FINANCIAL COUNSELORS INC | 20 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 34 |
Advisory Services Network, LLC | 27 | 7 | 0.01% | 0.04% | 0.09% | Q1 2015 | Q3 2023 | 34 |
Sigma Planning Corp | 31 | 1 | 0.01% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 34 |
North Star Investment Management Corp. | 20 | 14 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 34 |
MCF Advisors LLC | 17 | 2 | 0.00% | 0.03% | 0.07% | Q4 2011 | Q3 2023 | 33 |
Sandy Spring Bank | 17 | 1 | 0.00% | 0.31% | 0.82% | Q2 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.03% | 0.20% | 0.64% | Q3 2015 | Q3 2023 | 33 |
Energy Income Partners, LLC | 22 | 11 | 0.09% | 3.25% | 7.94% | Q2 2013 | Q3 2023 | 33 |
CSS LLC/IL | 25 | 2 | 0.00% | 0.05% | 0.22% | Q4 2013 | Q3 2021 | 33 |
Plante Moran Financial Advisors, LLC | 20 | 13 | 0.00% | 0.04% | 0.31% | Q1 2015 | Q3 2023 | 33 |
GUYASUTA INVESTMENT ADVISORS INC | 27 | 1 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 33 |
Nuveen Asset Management, LLC | 28 | 28 | 0.00% | 0.01% | 0.11% | Q4 2016 | Q3 2023 | 33 |
Caption Management, LLC | 9 | 1 | 0.00% | 0.05% | 0.32% | Q4 2017 | Q3 2023 | 33 |
QUADRANT CAPITAL GROUP LLC | 31 | 2 | 0.00% | 0.02% | 0.13% | Q2 2015 | Q3 2023 | 33 |
FARMERS & MERCHANTS INVESTMENTS INC | 20 | 13 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 33 |
Sheaff Brock Investment Advisors, LLC | 31 | 31 | 0.00% | 0.08% | 0.22% | Q1 2016 | Q3 2023 | 32 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q1 2021 | 32 |
J.P. Morgan Private Wealth Advisors LLC | 20 | 1 | 0.00% | 0.04% | 0.38% | Q3 2014 | Q3 2023 | 32 |
SIGNATUREFD, LLC | 32 | 32 | 0.00% | 0.05% | 0.18% | Q4 2015 | Q3 2023 | 32 |
Community Bank, N.A. | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 32 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 16 | 1 | 0.01% | 0.02% | 0.05% | Q2 2014 | Q3 2023 | 32 |
Homrich & Berg | 16 | 4 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2021 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.06% | 0.12% | Q1 2016 | Q4 2023 | 32 |
FDx Advisors, Inc. | 28 | 1 | 0.00% | 0.01% | 0.04% | Q3 2014 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.09% | 0.20% | Q1 2016 | Q3 2023 | 31 |
GAMCO INVESTORS, INC. ET AL | 24 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2022 | 31 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.09% | 0.58% | Q3 2020 | Q3 2023 | 31 |
Parkwood LLC | 9 | 7 | 0.01% | 0.25% | 0.95% | Q4 2013 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.10% | 0.36% | Q4 2015 | Q3 2023 | 31 |
GROUP ONE TRADING, L.P. | 14 | 1 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 31 |
Busey Bank | 14 | 5 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q3 2023 | 31 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 30 |
SeaBridge Investment Advisors LLC | 30 | 30 | 0.01% | 0.36% | 1.43% | Q2 2013 | Q3 2020 | 30 |
WEXFORD CAPITAL LP | 21 | 1 | 0.06% | 1.33% | 6.40% | Q3 2015 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2020 | 30 |
GUGGENHEIM CAPITAL LLC | 20 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 30 |
NOMURA HOLDINGS INC | 12 | 1 | 0.00% | 0.09% | 0.30% | Q4 2012 | Q3 2023 | 30 |
SL ADVISORS, LLC | 30 | 30 | 2.64% | 5.80% | 11.73% | Q2 2016 | Q3 2023 | 30 |
Lido Advisors, LLC | 30 | 30 | 0.00% | 0.04% | 0.17% | Q2 2016 | Q3 2023 | 30 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.00% | 0.13% | 0.29% | Q4 2015 | Q4 2022 | 30 |
NATIXIS | 30 | 30 | 0.20% | 1.46% | 3.48% | Q2 2016 | Q3 2023 | 30 |
INTEGRAL DERIVATIVES, LLC | 15 | 1 | 0.01% | 0.01% | 0.05% | Q4 2013 | Q4 2017 | 30 |
Sculptor Capital LP | 18 | 2 | 0.03% | 0.79% | 2.39% | Q2 2013 | Q2 2018 | 30 |
B. Riley Wealth Advisors, Inc. | 20 | 1 | 0.01% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 30 |
Evercore Wealth Management, LLC | 19 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q1 2022 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.02% | 0.18% | 0.51% | Q4 2013 | Q4 2020 | 29 |
Cetera Advisors LLC | 20 | 9 | 0.01% | 0.07% | 0.22% | Q2 2014 | Q3 2023 | 29 |
Allianz Asset Management GmbH | 20 | 2 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 29 |
Third Security, LLC | 29 | 29 | 0.21% | 1.12% | 2.69% | Q2 2013 | Q2 2020 | 29 |
MILLENNIUM MANAGEMENT LLC | 11 | 1 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q4 2020 | 29 |
Zimmer Partners, LP | 24 | 4 | 0.15% | 1.14% | 2.51% | Q4 2014 | Q4 2021 | 29 |
VAN ECK ASSOCIATES CORP | 25 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 29 |
FIRST NATIONAL BANK OF OMAHA | 29 | 29 | 0.01% | 0.08% | 0.20% | Q2 2013 | Q2 2020 | 29 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.09% | 0.26% | Q3 2017 | Q3 2023 | 29 |
BlackRock Inc. | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 29 |
ELCO Management Co., LLC | 29 | 29 | 1.97% | 4.18% | 5.69% | Q3 2016 | Q3 2023 | 29 |
EVERGREEN CAPITAL MANAGEMENT LLC | 25 | 1 | 0.00% | 0.43% | 1.19% | Q2 2014 | Q3 2023 | 29 |
ProVise Management Group, LLC | 28 | 28 | 0.02% | 0.19% | 0.72% | Q2 2013 | Q1 2020 | 28 |
Grassi Investment Management | 16 | 4 | 0.01% | 0.32% | 1.33% | Q2 2014 | Q4 2021 | 28 |
First Western Capital Management Co | 28 | 28 | 0.09% | 1.15% | 2.86% | Q4 2013 | Q3 2020 | 28 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 28 | 28 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 28 |
STARR INTERNATIONAL CO INC | 28 | 28 | 0.20% | 1.16% | 5.99% | Q2 2013 | Q1 2020 | 28 |
Advisors Asset Management, Inc. | 20 | 8 | 0.00% | 0.04% | 0.14% | Q3 2015 | Q3 2023 | 28 |
RR Advisors, LLC | 27 | 27 | 2.50% | 11.93% | 17.29% | Q1 2017 | Q3 2023 | 28 |
FAIRFIELD, BUSH & CO. | 20 | 2 | 0.01% | 0.15% | 0.70% | Q2 2013 | Q3 2023 | 28 |
Northeast Financial Consultants Inc | 21 | 1 | 0.07% | 0.16% | 0.43% | Q4 2013 | Q3 2023 | 28 |
Evanson Asset Management, LLC | 23 | 5 | 0.06% | 0.40% | 1.16% | Q4 2013 | Q2 2021 | 28 |
BLACKHILL CAPITAL INC | 28 | 28 | 0.08% | 0.25% | 0.49% | Q2 2013 | Q1 2020 | 28 |
C.V. Starr & Co., Inc. Trust | 28 | 28 | 2.14% | 5.78% | 9.99% | Q2 2013 | Q1 2020 | 28 |
Family Management Corp | 18 | 10 | 0.03% | 0.62% | 1.62% | Q2 2013 | Q2 2021 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
SIMPLEX TRADING, LLC | 10 | 1 | 0.00% | 0.05% | 0.35% | Q4 2014 | Q3 2023 | 28 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 21 | 7 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q2 2020 | 28 |
Jacobi Capital Management LLC | 28 | 28 | 0.06% | 0.21% | 0.81% | Q4 2016 | Q3 2023 | 28 |
Gilman Hill Asset Management, LLC | 19 | 9 | 0.06% | 0.66% | 1.28% | Q2 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.01% | 0.18% | 0.34% | Q4 2016 | Q3 2023 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2019 | 27 |
IHT Wealth Management, LLC | 27 | 27 | 0.03% | 0.08% | 0.26% | Q1 2017 | Q3 2023 | 27 |
Parsec Financial Management, Inc. | 14 | 13 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q1 2023 | 27 |
TRUIST FINANCIAL CORP | 20 | 7 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 27 |
Hodges Capital Management Inc. | 26 | 1 | 0.01% | 0.13% | 0.47% | Q1 2016 | Q3 2023 | 27 |
SANDERS MORRIS HARRIS LLC | 14 | 13 | 0.09% | 0.30% | 0.93% | Q4 2016 | Q3 2023 | 27 |
MURPHY CAPITAL MANAGEMENT INC | 27 | 27 | 0.02% | 0.12% | 0.34% | Q2 2013 | Q4 2019 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 0.21% | 0.82% | 2.05% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
FIRST TRUST ADVISORS LP | 22 | 1 | 0.00% | 0.03% | 0.23% | Q2 2013 | Q3 2023 | 27 |
SEI INVESTMENTS CO | 16 | 5 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 27 |
GOFEN & GLOSSBERG LLC /IL/ | 14 | 4 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2022 | 27 |
DOLIVER ADVISORS, LP | 27 | 27 | 0.09% | 0.16% | 0.39% | Q2 2017 | Q4 2023 | 27 |
SECURITY NATIONAL TRUST CO | 27 | 27 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q4 2019 | 27 |
Harvest Fund Advisors LLC | 18 | 9 | 2.29% | 8.69% | 18.64% | Q2 2013 | Q1 2020 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 27 |
Beach Investment Management, LLC. | 21 | 6 | 0.54% | 3.01% | 7.30% | Q2 2013 | Q1 2020 | 27 |
BNP Paribas Asset Management Holding S.A. | 26 | 26 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2020 | 26 |
ENTERPRISE FINANCIAL SERVICES CORP | 26 | 26 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q3 2020 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.13% | 0.19% | 0.26% | Q4 2016 | Q3 2023 | 26 |
TWO SIGMA SECURITIES, LLC | 6 | 1 | 0.00% | 0.01% | 0.19% | Q1 2016 | Q3 2023 | 26 |
Good Life Advisors, LLC | 21 | 5 | 0.02% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 26 |
FIRST NATIONAL TRUST CO | 19 | 2 | 0.01% | 0.07% | 0.17% | Q2 2014 | Q3 2023 | 26 |
Tortoise Index Solutions, LLC | 24 | 2 | 0.06% | 3.33% | 4.60% | Q2 2015 | Q3 2023 | 26 |
Russell Investments Group, Ltd. | 9 | 8 | 0.00% | 0.02% | 0.08% | Q3 2018 | Q4 2022 | 26 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 22 | 4 | 0.53% | 1.68% | 2.97% | Q3 2014 | Q3 2023 | 26 |
GOULD ASSET MANAGEMENT LLC /CA/ | 20 | 6 | 0.07% | 0.13% | 0.24% | Q1 2014 | Q3 2023 | 26 |
Appaloosa LP | 26 | 26 | 0.76% | 3.02% | 8.98% | Q2 2017 | Q3 2023 | 26 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 25 | 1 | 0.01% | 0.06% | 0.14% | Q3 2016 | Q3 2023 | 26 |
Avalon Investment & Advisory | 21 | 4 | 0.01% | 0.02% | 0.07% | Q3 2016 | Q1 2023 | 25 |
Cordasco Financial Network | 17 | 8 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q2 2022 | 25 |
HALL LAURIE J TRUSTEE | 13 | 12 | 0.00% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.01% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 25 |
ADVISORY RESEARCH INC | 25 | 25 | 0.20% | 2.95% | 6.29% | Q2 2013 | Q2 2019 | 25 |
Capital Analysts, LLC | 20 | 1 | 0.00% | 0.10% | 0.33% | Q1 2017 | Q3 2023 | 25 |
MILLER VALUE PARTNERS, LLC | 18 | 18 | 0.00% | 1.20% | 3.96% | Q4 2018 | Q1 2023 | 25 |
BALYASNY ASSET MANAGEMENT L.P. | 11 | 1 | 0.00% | 0.22% | 0.88% | Q2 2013 | Q3 2018 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.01% | 0.10% | 0.26% | Q2 2013 | Q2 2019 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.06% | 0.24% | 0.46% | Q4 2015 | Q4 2021 | 25 |
ALLIANCEBERNSTEIN L.P. | 18 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2022 | 25 |
DAVIS R M INC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2019 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.25% | 0.66% | 1.41% | Q1 2013 | Q1 2019 | 25 |
BB&T SECURITIES, LLC | 25 | 25 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q3 2019 | 25 |
SFMG, LLC | 21 | 1 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 25 |
DELPHI FINANCIAL GROUP, INC. | 24 | 24 | 10.04% | 19.55% | 35.97% | Q4 2017 | Q3 2023 | 24 |
Laird Norton Wetherby Wealth Management, LLC | 20 | 4 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 24 |
TELEMUS CAPITAL, LLC | 24 | 24 | 0.01% | 0.04% | 0.09% | Q1 2016 | Q4 2021 | 24 |
PATHSTONE FAMILY OFFICE, LLC | 10 | 1 | 0.00% | 0.06% | 0.14% | Q3 2014 | Q3 2023 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.03% | 0.12% | 0.30% | Q2 2013 | Q1 2019 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.01% | 0.04% | 0.11% | Q4 2017 | Q3 2023 | 24 |
TRUST CO OF VERMONT | 12 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.08% | 1.94% | 4.07% | Q4 2017 | Q3 2023 | 24 |
Princeton Portfolio Strategies Group LLC | 14 | 10 | 0.03% | 0.65% | 1.11% | Q4 2013 | Q4 2019 | 24 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.03% | 0.16% | Q2 2014 | Q4 2021 | 24 |
STEEL GROVE CAPITAL ADVISORS, LLC | 20 | 2 | 0.03% | 0.38% | 1.22% | Q1 2015 | Q3 2023 | 24 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.23% | 0.46% | Q2 2018 | Q3 2023 | 24 |
Sonora Investment Management, LLC | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2021 | 24 |
Freestone Capital Holdings, LLC | 20 | 3 | 0.00% | 0.15% | 0.52% | Q4 2017 | Q3 2023 | 23 |
SYNOVUS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 23 |
WADE G W & INC | 12 | 1 | 0.01% | 0.04% | 0.15% | Q1 2015 | Q3 2023 | 23 |
First Dallas Securities Inc. | 13 | 10 | 0.04% | 0.30% | 1.02% | Q4 2017 | Q3 2023 | 23 |
SUNTRUST BANKS INC | 14 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 23 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 23 | 23 | 0.04% | 0.15% | 0.39% | Q2 2014 | Q4 2019 | 23 |
BRAVE ASSET MANAGEMENT INC | 12 | 11 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q3 2023 | 23 |
Fiera Capital Corp | 23 | 23 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q4 2020 | 23 |
Financial Architects, Inc | 18 | 5 | 0.00% | 0.02% | 0.09% | Q2 2014 | Q2 2020 | 23 |
Capital Investment Advisors, LLC | 20 | 1 | 0.02% | 0.13% | 0.29% | Q4 2013 | Q4 2023 | 23 |
Frontier Wealth Management LLC | 21 | 2 | 0.01% | 0.04% | 0.05% | Q4 2014 | Q2 2022 | 23 |
Belpointe Asset Management LLC | 21 | 2 | 0.03% | 0.10% | 0.22% | Q3 2017 | Q3 2023 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Wealth Alliance Advisory Group, LLC | 23 | 23 | 0.05% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 23 |
GSA CAPITAL PARTNERS LLP | 7 | 1 | 0.01% | 0.07% | 0.22% | Q2 2013 | Q3 2023 | 23 |
Thomasville National Bank | 15 | 1 | 0.01% | 0.05% | 0.10% | Q2 2014 | Q1 2021 | 23 |
LAKE STREET ADVISORS GROUP, LLC | 14 | 9 | 0.01% | 0.05% | 0.20% | Q4 2017 | Q3 2023 | 23 |
Summit Trail Advisors, LLC | 21 | 2 | 0.01% | 0.18% | 1.14% | Q4 2017 | Q3 2023 | 23 |
LEVEL FOUR ADVISORY SERVICES, LLC | 9 | 1 | 0.01% | 0.09% | 0.50% | Q4 2016 | Q3 2023 | 23 |
RiverGlades Family Offices LLC | 14 | 4 | 0.11% | 0.20% | 0.39% | Q4 2017 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 20 | 2 | 0.00% | 0.10% | 0.26% | Q1 2018 | Q3 2023 | 22 |
WADDELL & REED FINANCIAL INC | 11 | 11 | 0.00% | 0.08% | 0.17% | Q2 2013 | Q2 2020 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.14% | 0.48% | 1.51% | Q4 2017 | Q3 2023 | 22 |
AE Wealth Management LLC | 22 | 22 | 0.01% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 22 |
First Personal Financial Services | 20 | 2 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 22 |
C V STARR & CO INC | 22 | 22 | 5.00% | 9.08% | 13.14% | Q4 2014 | Q1 2020 | 22 |
Weiss Multi-Strategy Advisers LLC | 11 | 1 | 0.01% | 0.23% | 1.08% | Q2 2013 | Q3 2023 | 22 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 22 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.01% | 0.14% | Q4 2013 | Q3 2023 | 22 |
V Wealth Advisors LLC | 7 | 2 | 0.01% | 0.09% | 0.27% | Q1 2016 | Q2 2023 | 22 |
FRONTIER INVESTMENT MGMT CO | 19 | 1 | 0.02% | 0.31% | 1.14% | Q3 2014 | Q2 2020 | 22 |
Pentwater Capital Management LP | 22 | 22 | 0.00% | 0.12% | 0.41% | Q3 2015 | Q4 2020 | 22 |
ASSETMARK, INC | 17 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2020 | 22 |
Stockman Wealth Management, Inc. | 22 | 22 | 0.08% | 0.15% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Cornerstone Wealth Management, LLC | 12 | 1 | 0.00% | 0.03% | 0.14% | Q1 2017 | Q3 2023 | 22 |
TODD ASSET MANAGEMENT LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 16 | 6 | 0.01% | 0.05% | 0.11% | Q1 2014 | Q3 2022 | 22 |
Bollard Group LLC | 20 | 2 | 0.00% | 0.19% | 0.37% | Q2 2015 | Q3 2023 | 22 |
LVW Advisors, LLC | 22 | 22 | 0.02% | 0.20% | 0.47% | Q2 2015 | Q3 2020 | 22 |
Country Club Trust Company, n.a. | 11 | 1 | 0.01% | 0.13% | 0.40% | Q2 2013 | Q4 2021 | 22 |
CINCINNATI INSURANCE CO | 15 | 7 | 0.03% | 0.14% | 0.30% | Q2 2013 | Q2 2022 | 22 |
Colorado Capital Management, Inc. | 22 | 22 | 0.04% | 0.10% | 0.21% | Q2 2018 | Q3 2023 | 22 |
Osborn Williams & Donohoe LLC | 11 | 11 | 0.03% | 0.11% | 0.22% | Q2 2013 | Q4 2019 | 22 |
Gradient Investments LLC | 20 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 22 |
ING GROEP NV | 17 | 5 | 0.09% | 1.88% | 3.66% | Q1 2013 | Q3 2018 | 22 |
RFG Advisory, LLC | 20 | 1 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 21 |
NewSquare Capital LLC | 17 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
GRIFFIN ASSET MANAGEMENT, INC. | 21 | 21 | 0.03% | 0.14% | 0.23% | Q3 2018 | Q3 2023 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.03% | 0.13% | 0.27% | Q2 2013 | Q2 2018 | 21 |
LINCOLN NATIONAL CORP | 20 | 1 | 0.00% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 21 |
Renaissance Technologies | 11 | 2 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q4 2019 | 21 |
Mirae Asset Global Investments Co., Ltd. | 20 | 1 | 0.00% | 0.49% | 0.92% | Q1 2017 | Q3 2023 | 21 |
HITE Hedge Asset Management LLC | 10 | 2 | 0.36% | 5.42% | 10.13% | Q2 2013 | Q4 2019 | 21 |
Riggs Asset Managment Co. Inc. | 20 | 1 | 0.03% | 0.16% | 0.32% | Q3 2015 | Q3 2023 | 21 |
BARINGS LLC | 11 | 10 | 0.02% | 0.18% | 0.39% | Q2 2013 | Q1 2021 | 21 |
Cypress Capital Management LLC (WY) | 21 | 21 | 0.07% | 0.20% | 0.32% | Q3 2018 | Q3 2023 | 21 |
ALBERT D MASON INC | 21 | 21 | 0.23% | 0.66% | 1.13% | Q4 2018 | Q4 2023 | 21 |
HIGHLAND CAPITAL MANAGEMENT LP | 21 | 21 | 0.02% | 1.10% | 2.64% | Q2 2014 | Q2 2019 | 21 |
Apollo Management Holdings, L.P. | 15 | 15 | 0.01% | 0.07% | 0.24% | Q4 2018 | Q2 2022 | 21 |
NewEdge Advisors, LLC | 20 | 1 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 21 |
Independent Advisor Alliance | 21 | 21 | 0.00% | 0.09% | 0.15% | Q3 2018 | Q3 2023 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.04% | 0.08% | 0.17% | Q1 2017 | Q2 2022 | 21 |
Stokes Capital Advisors, LLC | 15 | 2 | 0.04% | 0.42% | 1.23% | Q4 2017 | Q3 2023 | 21 |
Cerity Partners LLC | 20 | 1 | 0.00% | 0.02% | 0.13% | Q1 2017 | Q3 2023 | 21 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 10 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 21 |
FIRST FOUNDATION ADVISORS | 9 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2022 | 21 |
SEGALL BRYANT & HAMILL, LLC | 20 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
STATE STREET CORP | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 21 |
Alpha Cubed Investments, LLC | 21 | 21 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q3 2023 | 21 |
TPH Asset Management, LLC | 19 | 19 | 0.01% | 2.05% | 4.13% | Q2 2013 | Q4 2017 | 20 |
HoyleCohen, LLC | 20 | 20 | 0.01% | 0.05% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Allworth Financial LP | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 20 | 20 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Kistler-Tiffany Companies, LLC | 19 | 1 | 0.01% | 0.11% | 0.20% | Q2 2013 | Q2 2023 | 20 |
Smithfield Trust Co | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Soros Fund Management | 20 | 20 | 0.05% | 0.09% | 0.20% | Q4 2018 | Q3 2023 | 20 |
BRYN MAWR TRUST Co | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
OPTIMUM INVESTMENT ADVISORS | 16 | 4 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q4 2023 | 20 |
AMERICAN FINANCIAL GROUP INC | 20 | 20 | 0.53% | 1.50% | 2.09% | Q4 2018 | Q3 2023 | 20 |
BAHL & GAYNOR INC | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 20 |
TOTH FINANCIAL ADVISORY CORP | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Haverford Trust Co | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
PINNACLE FINANCIAL PARTNERS INC | 20 | 20 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
CAPITAL ONE, NATIONAL ASSOCIATION | 19 | 1 | 0.02% | 0.05% | 0.15% | Q4 2013 | Q4 2019 | 20 |
KING LUTHER CAPITAL MANAGEMENT CORP | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.06% | 0.23% | Q1 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.02% | 0.11% | 0.28% | Q4 2018 | Q3 2023 | 20 |
HOWARD FINANCIAL SERVICES, LTD. | 20 | 20 | 0.38% | 0.81% | 1.70% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.07% | 0.21% | 0.44% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Calamos Advisors LLC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
Callodine Capital Management, LP | 20 | 20 | 0.35% | 1.09% | 6.06% | Q4 2018 | Q3 2023 | 20 |
Sterling Capital Management LLC | 16 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2019 | 20 |
Prime Capital Investment Advisors, LLC | 15 | 1 | 0.01% | 0.04% | 0.24% | Q4 2017 | Q3 2023 | 20 |
Garrett Wealth Advisory Group, LLC | 20 | 20 | 0.10% | 0.19% | 0.37% | Q4 2018 | Q3 2023 | 20 |
Keystone Financial Group | 17 | 1 | 0.06% | 0.14% | 0.36% | Q4 2017 | Q3 2023 | 20 |
Kovack Advisors, Inc. | 14 | 5 | 0.00% | 0.10% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Hartford Financial Management Inc. | 20 | 20 | 0.05% | 0.09% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Legacy Advisors, LLC | 20 | 20 | 0.08% | 0.17% | 0.37% | Q4 2018 | Q3 2023 | 20 |
Crescent Grove Advisors, LLC | 20 | 20 | 0.01% | 0.12% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Mutual Advisors, LLC | 20 | 20 | 0.03% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Aull & Monroe Investment Management Corp | 20 | 20 | 0.39% | 0.70% | 1.26% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2020 | 20 |
Cutter & CO Brokerage, Inc. | 20 | 20 | 0.11% | 0.42% | 1.73% | Q4 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
WealthTrust Axiom LLC | 20 | 20 | 0.05% | 0.13% | 0.29% | Q4 2018 | Q3 2023 | 20 |
NWAM LLC | 18 | 1 | 0.01% | 0.07% | 0.22% | Q2 2017 | Q3 2023 | 20 |
First PREMIER Bank | 20 | 20 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Fiduciary Group LLC | 20 | 20 | 0.02% | 0.05% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Sowell Financial Services LLC | 17 | 3 | 0.04% | 0.18% | 0.39% | Q3 2018 | Q3 2023 | 20 |
McGowan Group Asset Management, Inc. | 20 | 20 | 0.82% | 1.41% | 1.86% | Q4 2018 | Q3 2023 | 20 |
Sunbelt Securities, Inc. | 20 | 20 | 0.02% | 0.29% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Pacer Advisors, Inc. | 16 | 1 | 0.01% | 0.07% | 0.45% | Q4 2013 | Q3 2023 | 20 |
Burt Wealth Advisors | 20 | 20 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2020 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 0.19% | 0.38% | 0.65% | Q4 2018 | Q3 2023 | 20 |
Van Cleef Asset Management,Inc | 20 | 20 | 0.01% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Dynamic Advisor Solutions LLC | 20 | 20 | 0.02% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Tortoise Investment Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 20 |
Focused Wealth Management, Inc | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Highlander Capital Management, LLC | 20 | 20 | 0.00% | 0.04% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Financial Management Professionals, Inc. | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 20 |
SignalPoint Asset Management, LLC | 20 | 20 | 0.07% | 0.14% | 0.23% | Q4 2013 | Q3 2018 | 20 |
Oxbow Advisors, LLC | 20 | 20 | 0.02% | 0.08% | 0.19% | Q4 2018 | Q3 2023 | 20 |
Virtu Financial LLC | 8 | 1 | 0.01% | 0.10% | 0.47% | Q1 2014 | Q3 2023 | 20 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 19 |
BENDER ROBERT & ASSOCIATES | 19 | 19 | 0.06% | 0.19% | 0.32% | Q2 2013 | Q4 2017 | 19 |
GEODE CAPITAL MANAGEMENT, LLC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 19 |
Requisite Capital Management, LLC | 17 | 2 | 0.06% | 0.57% | 1.85% | Q4 2018 | Q3 2023 | 19 |
Old North State Trust, LLC | 13 | 6 | 0.08% | 0.18% | 0.40% | Q4 2018 | Q3 2023 | 19 |
Moloney Securities Asset Management, LLC | 11 | 8 | 0.02% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 19 |
AGF Investments LLC | 8 | 5 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q3 2022 | 19 |
MONETARY MANAGEMENT GROUP INC | 17 | 2 | 0.03% | 0.13% | 0.31% | Q4 2018 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.03% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
PARSONS CAPITAL MANAGEMENT INC/RI | 14 | 1 | 0.01% | 0.19% | 0.82% | Q1 2015 | Q3 2023 | 19 |
MONETA GROUP INVESTMENT ADVISORS LLC | 15 | 1 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 19 |
Horan Securities, Inc. | 7 | 6 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q2 2023 | 19 |
HM PAYSON & CO | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Pensionmark Financial Group, LLC | 19 | 19 | 0.07% | 0.14% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Argent Trust Co | 13 | 1 | 0.01% | 0.03% | 0.13% | Q1 2015 | Q3 2023 | 19 |
BRADLEY FOSTER & SARGENT INC/CT | 12 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.09% | 0.14% | 0.21% | Q2 2018 | Q4 2022 | 19 |
Lavaca Capital LLC | 12 | 7 | 0.01% | 0.36% | 0.92% | Q4 2018 | Q3 2023 | 19 |
PENN DAVIS MCFARLAND INC | 10 | 9 | 0.03% | 5.11% | 11.82% | Q2 2013 | Q2 2020 | 19 |
New England Private Wealth Advisors LLC | 11 | 8 | 0.05% | 0.09% | 0.14% | Q2 2014 | Q3 2019 | 19 |
Financial Advocates Investment Management | 19 | 19 | 0.01% | 0.02% | 0.07% | Q1 2019 | Q3 2023 | 19 |
Heritage Trust Co | 18 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.07% | 0.26% | 0.63% | Q2 2017 | Q1 2022 | 19 |
EJF Capital LLC | 11 | 8 | 0.02% | 0.13% | 0.35% | Q4 2018 | Q3 2023 | 19 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 19 | 19 | 0.19% | 0.41% | 0.56% | Q2 2013 | Q4 2017 | 19 |
Global Retirement Partners, LLC | 12 | 7 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 19 |
PFG Advisors | 19 | 19 | 0.06% | 0.13% | 0.33% | Q1 2019 | Q3 2023 | 19 |
Baird Financial Group, Inc. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 19 |
SOLARIS ASSET MANAGEMENT LLC | 19 | 19 | 0.07% | 0.49% | 1.04% | Q2 2013 | Q4 2017 | 19 |
Pacific Center for Financial Services | 16 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 19 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 19 | 19 | 0.02% | 0.08% | 0.15% | Q1 2019 | Q3 2023 | 19 |
COOPERMAN LEON G | 19 | 19 | 2.66% | 4.65% | 8.75% | Q1 2019 | Q3 2023 | 19 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 11 | 8 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 19 |
CWM, LLC | 11 | 8 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 19 |
Essex Financial Services, Inc. | 14 | 5 | 0.01% | 0.05% | 0.13% | Q3 2014 | Q3 2023 | 19 |
Plancorp, LLC | 13 | 1 | 0.35% | 0.73% | 2.28% | Q1 2015 | Q4 2019 | 18 |
Sound Income Strategies, LLC | 10 | 3 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 18 |
Hudock, Inc. | 10 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q1 2021 | 18 |
Magnetar Financial LLC | 10 | 1 | 0.08% | 0.64% | 1.74% | Q2 2013 | Q1 2020 | 18 |
MUFG Americas Holdings Corp | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q3 2021 | 18 |
HOLLENCREST CAPITAL MANAGEMENT | 14 | 4 | 0.02% | 0.16% | 0.30% | Q4 2013 | Q3 2023 | 18 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 9 | 2 | 0.00% | 0.06% | 0.22% | Q2 2017 | Q4 2022 | 18 |
Aldebaran Financial Inc. | 15 | 3 | 0.06% | 0.22% | 0.44% | Q4 2013 | Q3 2023 | 18 |
Avondale Wealth Management | 18 | 18 | 0.04% | 0.06% | 0.12% | Q4 2017 | Q1 2022 | 18 |
LEVIN CAPITAL STRATEGIES, L.P. | 8 | 2 | 0.01% | 0.06% | 0.25% | Q3 2015 | Q3 2023 | 18 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 10 | 2 | 0.09% | 0.15% | 0.22% | Q4 2018 | Q3 2023 | 18 |
Principal Street Partners, LLC | 18 | 18 | 0.01% | 0.09% | 0.17% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2017 | 18 |
RMB Capital Management, LLC | 17 | 1 | 0.01% | 0.03% | 0.08% | Q1 2017 | Q3 2023 | 18 |
WESBANCO BANK INC | 8 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 18 |
Blackstone Inc. | 15 | 1 | 0.13% | 4.48% | 8.85% | Q2 2013 | Q3 2023 | 18 |
ROCKY MOUNTAIN ADVISERS, LLC | 18 | 18 | 0.01% | 0.03% | 0.10% | Q2 2019 | Q3 2023 | 18 |
ROCKEFELLER FINANCIAL SERVICES INC | 12 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 18 |
Cumberland Partners Ltd | 18 | 18 | 0.43% | 0.88% | 1.40% | Q2 2019 | Q3 2023 | 18 |
CWA Asset Management Group, LLC | 18 | 18 | 0.01% | 0.21% | 0.58% | Q2 2016 | Q3 2020 | 18 |
Ellis Investment Partners, LLC | 18 | 18 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 18 |
FIC CAPITAL INC | 18 | 18 | 0.14% | 0.43% | 0.92% | Q2 2013 | Q3 2017 | 18 |
WASHINGTON TRUST BANK | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2020 | 18 |
FORTEM FINANCIAL GROUP, LLC | 13 | 1 | 0.00% | 0.74% | 1.95% | Q2 2019 | Q3 2023 | 18 |
Jackson Hole Capital Partners, LLC | 18 | 18 | 0.10% | 0.34% | 0.68% | Q2 2019 | Q3 2023 | 18 |
Verity & Verity, LLC | 12 | 6 | 0.03% | 0.06% | 0.15% | Q4 2018 | Q3 2023 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.02% | 0.11% | 0.35% | Q2 2019 | Q3 2023 | 18 |
SRS Capital Advisors, Inc. | 10 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.09% | 0.31% | 0.48% | Q2 2013 | Q3 2017 | 18 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 13 | 5 | 4.67% | 11.73% | 19.04% | Q2 2013 | Q4 2017 | 18 |
SouthState Corp | 9 | 9 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 18 |
Checchi Capital Advisers, LLC | 18 | 18 | 0.02% | 0.04% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.12% | 0.38% | 0.69% | Q2 2013 | Q3 2017 | 18 |
Capital Investment Advisory Services, LLC | 10 | 1 | 0.01% | 0.03% | 0.14% | Q3 2017 | Q3 2023 | 18 |
MOODY NATIONAL BANK TRUST DIVISION | 17 | 1 | 0.00% | 0.04% | 0.09% | Q3 2014 | Q3 2023 | 18 |
Joel Isaacson & Co., LLC | 17 | 1 | 0.01% | 0.05% | 0.08% | Q4 2012 | Q4 2018 | 18 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 8 | 3 | 0.02% | 0.20% | 0.46% | Q1 2014 | Q4 2020 | 18 |
B. Riley Wealth Management, Inc. | 12 | 6 | 0.01% | 0.29% | 0.56% | Q1 2014 | Q2 2022 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.10% | 0.40% | Q2 2013 | Q3 2014 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Venture Visionary Partners LLC | 16 | 16 | 0.02% | 0.09% | 0.18% | Q4 2019 | Q3 2023 | 18 |
Taylor Wealth Management Partners | 18 | 18 | 0.08% | 0.65% | 3.20% | Q1 2015 | Q2 2019 | 18 |
MEEDER ASSET MANAGEMENT INC | 11 | 6 | 0.00% | 0.12% | 0.25% | Q2 2013 | Q3 2022 | 17 |
First Heartland Consultants, Inc. | 10 | 2 | 0.00% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 17 |
HL FINANCIAL SERVICES LLC | 13 | 4 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 17 |
PROFFITT & GOODSON INC | 11 | 6 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 17 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2022 | 17 |
Avidian Wealth Solutions, LLC | 17 | 17 | 0.03% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 17 |
ROPES WEALTH ADVISORS LLC | 16 | 1 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 17 |
USCA RIA LLC | 11 | 1 | 0.01% | 0.13% | 0.25% | Q3 2014 | Q2 2021 | 17 |
Kamunting Street Capital Management, L.P. | 16 | 1 | 0.56% | 9.57% | 26.69% | Q1 2019 | Q3 2023 | 17 |
FineMark National Bank & Trust | 5 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 17 |
Barnett & Company, Inc. | 11 | 6 | 0.01% | 0.11% | 0.32% | Q3 2016 | Q2 2021 | 17 |
NEXPOINT ASSET MANAGEMENT, L.P. | 17 | 17 | 1.19% | 2.41% | 3.69% | Q3 2019 | Q3 2023 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 17 |
Covenant Asset Management, LLC | 12 | 5 | 0.02% | 0.08% | 0.19% | Q1 2019 | Q3 2023 | 17 |
Regent Investment Management LLC | 17 | 17 | 0.04% | 0.14% | 0.34% | Q4 2018 | Q4 2022 | 17 |
Meridian Wealth Management, LLC | 13 | 1 | 0.04% | 0.08% | 0.15% | Q1 2017 | Q3 2023 | 17 |
BDO Wealth Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 17 |
HENNESSY ADVISORS INC | 7 | 4 | 0.11% | 1.25% | 3.27% | Q2 2013 | Q3 2023 | 17 |
BAMCO INC /NY/ | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 17 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 13 | 4 | 0.00% | 0.05% | 0.11% | Q3 2013 | Q2 2019 | 17 |
HOLDERNESS INVESTMENTS CO | 17 | 17 | 0.09% | 0.22% | 0.40% | Q3 2019 | Q3 2023 | 17 |
NuWave Investment Management, LLC | 17 | 17 | 0.01% | 0.24% | 0.91% | Q4 2017 | Q4 2021 | 17 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 11 | 6 | 0.03% | 0.24% | 0.46% | Q2 2013 | Q2 2021 | 17 |
Modus Advisors, LLC | 17 | 17 | 0.14% | 0.20% | 0.25% | Q4 2019 | Q4 2023 | 17 |
TRUE Private Wealth Advisors | 16 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
Avion Wealth | 17 | 17 | 0.01% | 0.13% | 0.21% | Q3 2019 | Q3 2023 | 17 |
EXENCIAL WEALTH ADVISORS, LLC | 17 | 17 | 0.02% | 0.12% | 0.65% | Q3 2019 | Q3 2023 | 17 |
Penn Mutual Asset Management, LLC | 17 | 17 | 0.32% | 1.11% | 1.93% | Q3 2019 | Q3 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 17 |
Royal Fund Management, LLC | 13 | 2 | 0.00% | 0.03% | 0.18% | Q4 2016 | Q3 2023 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.00% | 0.09% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.04% | 0.08% | 0.17% | Q3 2019 | Q3 2023 | 17 |
BENJAMIN EDWARDS INC | 17 | 17 | 0.00% | 0.03% | 0.22% | Q1 2019 | Q1 2023 | 17 |
AMP Capital Investors Ltd | 10 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2021 | 17 |
CIBC WORLD MARKET INC. | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 17 |
Tiller Private Wealth, Inc. | 11 | 1 | 0.12% | 0.67% | 2.21% | Q4 2018 | Q3 2023 | 17 |
Selway Asset Management | 17 | 17 | 0.06% | 0.48% | 1.08% | Q3 2019 | Q3 2023 | 17 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q2 2022 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 16 |
AJ WEALTH STRATEGIES, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q2 2023 | 16 |
RGT Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.20% | 1.12% | Q3 2016 | Q3 2022 | 16 |
Probity Advisors, Inc. | 8 | 1 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 16 |
Cresset Asset Management, LLC | 8 | 2 | 0.00% | 0.04% | 0.13% | Q4 2018 | Q3 2023 | 16 |
TOWNSQUARE CAPITAL LLC | 11 | 5 | 0.01% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 1.42% | 2.85% | 5.42% | Q4 2018 | Q3 2022 | 16 |
Meridian Wealth Advisors, LLC | 15 | 1 | 0.08% | 0.17% | 0.21% | Q4 2018 | Q3 2023 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.62% | 1.29% | 1.77% | Q4 2019 | Q3 2023 | 16 |
Argent Advisors, Inc. | 16 | 16 | 0.06% | 0.35% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Stokes & Hubbell Capital Management, LLC | 15 | 15 | 0.21% | 0.38% | 0.89% | Q3 2015 | Q1 2019 | 16 |
Insight Folios Inc | 16 | 16 | 1.49% | 2.77% | 3.96% | Q4 2019 | Q3 2023 | 16 |
Wealth Alliance | 16 | 16 | 0.04% | 0.09% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Americana Partners, LLC | 16 | 16 | 0.09% | 0.36% | 0.79% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
FAYEZ SAROFIM & CO | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Aurora Private Wealth, Inc. | 16 | 16 | 0.08% | 0.74% | 2.58% | Q4 2019 | Q3 2023 | 16 |
Stokes Family Office, LLC | 16 | 16 | 0.07% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
DCF Advisers, LLC | 9 | 5 | 0.02% | 1.04% | 2.95% | Q4 2019 | Q3 2023 | 16 |
Teamwork Financial Advisors, LLC | 16 | 16 | 0.10% | 0.21% | 1.01% | Q4 2019 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 0.12% | 0.40% | 0.84% | Q4 2019 | Q3 2023 | 16 |
Recurrent Investment Advisors LLC | 16 | 16 | 5.04% | 6.68% | 7.60% | Q4 2019 | Q3 2023 | 16 |
Cypress Wealth Advisors LLC | 16 | 16 | 0.20% | 1.92% | 5.58% | Q2 2015 | Q1 2019 | 16 |
Asio Capital, LLC | 16 | 16 | 0.09% | 0.17% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.12% | 0.34% | 0.81% | Q4 2019 | Q3 2023 | 16 |
Veracity Capital LLC | 16 | 16 | 0.08% | 0.15% | 0.24% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Asset Dedication, LLC | 12 | 2 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 16 |
EagleClaw Capital Managment, LLC | 16 | 16 | 0.08% | 0.15% | 0.22% | Q4 2015 | Q3 2019 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.19% | 0.70% | 1.58% | Q4 2019 | Q3 2023 | 16 |
WFG Advisors, LP | 9 | 7 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q2 2017 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.25% | 0.33% | 0.56% | Q4 2019 | Q3 2023 | 16 |
Arete Wealth Advisors, LLC | 9 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q2 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 16 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 12 | 4 | 0.03% | 0.14% | 0.31% | Q4 2018 | Q3 2023 | 16 |
Brookstone Capital Management | 14 | 2 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q3 2023 | 16 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 16 | 16 | 0.02% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 16 |
DFPG INVESTMENTS, LLC | 11 | 2 | 0.04% | 1.32% | 2.89% | Q2 2019 | Q3 2023 | 16 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 16 |
COLONY GROUP LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Penserra Capital Management LLC | 5 | 3 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q3 2023 | 16 |
American Research & Management Co. | 16 | 16 | 0.28% | 0.42% | 0.66% | Q4 2018 | Q3 2022 | 16 |
INGALLS & SNYDER LLC | 9 | 9 | 0.01% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 16 |
Alexandria Capital, LLC | 16 | 16 | 0.02% | 0.05% | 0.10% | Q4 2017 | Q3 2021 | 16 |
Marathon Trading Investment Management LLC | 11 | 1 | 0.00% | 0.14% | 0.49% | Q3 2016 | Q3 2023 | 16 |
SECURIAN ASSET MANAGEMENT, INC | 15 | 1 | 0.03% | 0.09% | 0.12% | Q4 2015 | Q2 2022 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 0.01% | 0.11% | 0.23% | Q4 2017 | Q3 2021 | 16 |
Claraphi Advisory Network, LLC | 11 | 5 | 0.08% | 0.12% | 0.19% | Q4 2017 | Q3 2022 | 16 |
GLG LLC | 7 | 5 | 0.09% | 0.47% | 1.34% | Q1 2014 | Q2 2017 | 16 |
Tranquility Partners, LLC | 11 | 4 | 0.06% | 0.17% | 0.25% | Q4 2019 | Q3 2023 | 15 |
Invst, LLC | 15 | 15 | 0.01% | 0.03% | 0.03% | Q1 2020 | Q3 2023 | 15 |
American Portfolios Advisors | 11 | 4 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2022 | 15 |
OXFORD FINANCIAL GROUP, LTD. LLC | 15 | 15 | 0.01% | 0.13% | 0.33% | Q1 2020 | Q3 2023 | 15 |
True North Advisors, LLC | 12 | 3 | 0.05% | 0.34% | 0.78% | Q4 2019 | Q3 2023 | 15 |
TERRIL BROTHERS, INC. | 15 | 15 | 0.11% | 0.76% | 1.68% | Q1 2020 | Q3 2023 | 15 |
CUMBERLAND ADVISORS INC | 7 | 1 | 0.01% | 0.04% | 0.08% | Q2 2014 | Q3 2023 | 15 |
InterOcean Capital, LLC | 9 | 6 | 0.02% | 0.06% | 0.09% | Q3 2016 | Q2 2020 | 15 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 15 |
SCP Investment, LP | 12 | 1 | 0.03% | 0.44% | 2.36% | Q1 2018 | Q3 2023 | 15 |
KCM INVESTMENT ADVISORS LLC | 9 | 6 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 15 |
GFS Advisors, LLC | 13 | 1 | 0.02% | 0.05% | 0.13% | Q1 2016 | Q3 2023 | 15 |
Adams Asset Advisors, LLC | 15 | 15 | 1.58% | 2.14% | 2.74% | Q1 2020 | Q3 2023 | 15 |
IEQ CAPITAL, LLC | 11 | 4 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 15 |
BOURGEON CAPITAL MANAGEMENT LLC | 9 | 6 | 0.03% | 0.43% | 0.87% | Q3 2019 | Q3 2023 | 15 |
BBR PARTNERS, LLC | 7 | 1 | 0.01% | 0.05% | 0.09% | Q1 2015 | Q3 2023 | 15 |
Sterling Investment Advisors, Ltd. | 15 | 15 | 0.01% | 0.04% | 0.11% | Q4 2018 | Q2 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.07% | 0.15% | Q2 2013 | Q4 2016 | 15 |
JOHNSON INVESTMENT COUNSEL INC | 10 | 5 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2019 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Fisher Asset Management, LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Lindbrook Capital, LLC | 8 | 7 | 0.01% | 0.11% | 0.23% | Q4 2018 | Q3 2023 | 15 |
TCI Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q1 2023 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.01% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 15 |
Cetera Investment Advisers | 14 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
NAPLES GLOBAL ADVISORS, LLC | 15 | 15 | 0.03% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
ADIRONDACK TRUST CO | 11 | 4 | 0.00% | 0.01% | 0.05% | Q4 2018 | Q2 2023 | 15 |
Ausdal Financial Partners, Inc. | 11 | 4 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 15 |
Cornerstone Advisory, LLC | 15 | 15 | 0.03% | 0.17% | 0.29% | Q1 2020 | Q3 2023 | 15 |
Marquette Asset Management, LLC | 15 | 15 | 0.19% | 0.41% | 0.78% | Q4 2016 | Q2 2020 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
WHALEROCK POINT PARTNERS, LLC | 15 | 15 | 0.04% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 15 |
Equitable Holdings, Inc. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q4 2019 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BLB&B Advisors, LLC | 15 | 15 | 0.01% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 9 | 2 | 0.00% | 0.11% | 0.58% | Q4 2019 | Q4 2023 | 15 |
WELLINGTON MANAGEMENT GROUP LLP | 10 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
StoneX Group Inc. | 9 | 6 | 0.04% | 0.11% | 0.35% | Q4 2019 | Q3 2023 | 15 |
Claybrook Capital, LLC | 9 | 1 | 0.01% | 0.72% | 1.78% | Q4 2018 | Q3 2023 | 15 |
UMB Bank, n.a. | 8 | 7 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.02% | 0.30% | 0.58% | Q1 2020 | Q3 2023 | 15 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q2 2022 | 15 |
Rehmann Capital Advisory Group | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 15 |
SHEPHERD KAPLAN KROCHUK, LLC | 15 | 15 | 0.90% | 1.57% | 3.06% | Q1 2020 | Q3 2023 | 15 |
Platform Technology Partners | 10 | 5 | 0.29% | 0.52% | 1.88% | Q4 2019 | Q3 2023 | 15 |
Abrams Capital Management | 15 | 15 | 2.45% | 5.26% | 8.27% | Q1 2020 | Q3 2023 | 15 |
Surevest, LLC | 14 | 14 | 0.10% | 0.20% | 0.35% | Q2 2019 | Q3 2022 | 14 |
Gryphon Financial Partners LLC | 8 | 3 | 0.01% | 0.06% | 0.14% | Q4 2017 | Q3 2020 | 14 |
MACQUARIE GROUP LTD | 10 | 4 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2019 | 14 |
American Financial Advisors, LLC | 9 | 5 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
Carnegie Capital Asset Management, LLC | 9 | 5 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 14 |
Balentine LLC | 5 | 1 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q4 2021 | 14 |
Wealthcare Advisory Partners LLC | 6 | 2 | 0.00% | 0.04% | 0.10% | Q4 2018 | Q3 2023 | 14 |
CAPITAL ADVISORS INC/OK | 9 | 1 | 0.00% | 0.06% | 0.14% | Q4 2018 | Q3 2023 | 14 |
Summit Financial Wealth Advisors, LLC | 13 | 1 | 0.03% | 0.05% | 0.11% | Q1 2020 | Q3 2023 | 14 |
MONECO Advisors, LLC | 14 | 14 | 0.04% | 0.06% | 0.10% | Q2 2020 | Q3 2023 | 14 |
COWEN INC. | 11 | 11 | 0.01% | 0.27% | 0.89% | Q3 2013 | Q1 2016 | 14 |
ACADIAN ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.11% | Q4 2018 | Q3 2023 | 14 |
Integrated Wealth Concepts LLC | 14 | 14 | 0.00% | 0.02% | 0.08% | Q2 2020 | Q3 2023 | 14 |
1834 INVESTMENT ADVISORS CO | 14 | 14 | 0.00% | 0.02% | 0.05% | Q4 2017 | Q1 2021 | 14 |
Aviance Capital Partners, LLC | 7 | 2 | 0.03% | 0.11% | 0.18% | Q3 2014 | Q1 2023 | 14 |
Larson Financial Group LLC | 7 | 7 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q3 2023 | 14 |
Bienville Capital Management, LLC | 14 | 14 | 0.02% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Dorsey & Whitney Trust CO LLC | 11 | 3 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q2 2019 | 14 |
GAGNON SECURITIES LLC | 14 | 14 | 0.02% | 0.07% | 0.14% | Q4 2019 | Q1 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.13% | 0.21% | 0.30% | Q4 2017 | Q1 2021 | 14 |
Summit Financial, LLC | 8 | 3 | 0.01% | 0.05% | 0.14% | Q4 2018 | Q3 2023 | 14 |
CULLINAN ASSOCIATES INC | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
REILLY FINANCIAL ADVISORS, LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q4 2021 | 14 |
First City Capital Management, Inc. | 12 | 1 | 0.03% | 0.25% | 0.38% | Q2 2013 | Q3 2020 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
EVOKE WEALTH, LLC | 13 | 1 | 0.00% | 0.02% | 0.25% | Q3 2019 | Q2 2023 | 14 |
WEBSTER BANK, N. A. | 9 | 5 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
LGL PARTNERS, LLC | 14 | 14 | 0.01% | 0.15% | 0.44% | Q1 2019 | Q2 2022 | 14 |
XR Securities LLC | 6 | 1 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q3 2022 | 14 |
Shamrock Asset Management LLC | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q3 2019 | 14 |
F&V Capital Management, LLC | 8 | 6 | 0.05% | 0.15% | 0.24% | Q2 2019 | Q3 2023 | 14 |
Camarda Financial Advisors, LLC | 14 | 14 | 0.00% | 0.11% | 0.29% | Q2 2013 | Q3 2016 | 14 |
AMERICAN NATIONAL BANK | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Pinnacle Wealth Planning Services, Inc. | 14 | 14 | 4.49% | 7.87% | 10.08% | Q2 2020 | Q3 2023 | 14 |
WealthTrust-Arizona, LLC | 13 | 1 | 0.00% | 0.00% | 0.05% | Q1 2014 | Q4 2018 | 14 |
Voya Financial Advisors, Inc. | 10 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 14 | 14 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q1 2017 | 14 |
Columbus Hill Capital Management, L.P. | 8 | 2 | 0.06% | 1.40% | 3.31% | Q3 2013 | Q4 2017 | 14 |
BURNEY CO/ | 6 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 14 |
Tradewinds Capital Management, LLC | 8 | 6 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2020 | 14 |
Wolff Financial Management LLC | 9 | 5 | 0.04% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 14 |
Formidable Asset Management, LLC | 7 | 1 | 0.02% | 0.14% | 0.27% | Q1 2016 | Q3 2023 | 13 |
Global Trust Asset Management, LLC | 11 | 2 | 0.01% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 13 |
Samson Capital Management, LLC | 10 | 3 | 2.98% | 7.35% | 14.16% | Q3 2013 | Q2 2019 | 13 |
Clal Insurance Enterprises Holdings Ltd | 13 | 13 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q4 2021 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
LUCAS CAPITAL MANAGEMENT | 13 | 13 | 0.09% | 1.93% | 2.52% | Q1 2013 | Q1 2016 | 13 |
CHIRON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.44% | 0.87% | 1.43% | Q3 2020 | Q3 2023 | 13 |
Schonfeld Strategic Advisors LLC | 9 | 1 | 0.01% | 0.41% | 1.34% | Q1 2019 | Q3 2023 | 13 |
TCW GROUP INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 13 |
ADELL HARRIMAN & CARPENTER INC | 8 | 2 | 0.01% | 0.32% | 0.87% | Q4 2018 | Q3 2023 | 13 |
MetLife Investment Management, LLC | 13 | 13 | 0.00% | 0.29% | 0.46% | Q3 2018 | Q3 2021 | 13 |
Foster Victor Wealth Advisors, LLC | 13 | 13 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
180 WEALTH ADVISORS, LLC | 13 | 13 | 0.05% | 0.56% | 0.79% | Q3 2020 | Q3 2023 | 13 |
Cedar Wealth Management, LLC | 12 | 1 | 0.02% | 0.12% | 0.24% | Q2 2016 | Q3 2019 | 13 |
Selective Wealth Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 13 |
MAGNOLIA CAPITAL ADVISORS LLC | 5 | 4 | 0.06% | 0.16% | 0.28% | Q4 2019 | Q2 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q2 2022 | 13 |
Edge Wealth Management LLC | 12 | 1 | 0.00% | 0.11% | 0.30% | Q4 2014 | Q2 2021 | 13 |
Covington Capital Management | 5 | 4 | 0.00% | 0.04% | 0.16% | Q1 2014 | Q1 2022 | 13 |
SVB WEALTH LLC | 5 | 1 | 0.01% | 0.34% | 1.34% | Q4 2014 | Q3 2023 | 13 |
Van Hulzen Asset Management, LLC | 8 | 2 | 0.02% | 0.04% | 0.12% | Q1 2019 | Q3 2023 | 13 |
Arcus Capital Partners, LLC | 6 | 1 | 0.02% | 0.10% | 0.20% | Q4 2015 | Q4 2022 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.80% | 2.05% | 2.90% | Q2 2013 | Q2 2016 | 13 |
CADENCE CAPITAL MANAGEMENT LLC | 13 | 13 | 0.65% | 1.84% | 3.39% | Q3 2017 | Q3 2020 | 13 |
Fiduciary Trust Co International of Pennsylvania | 7 | 6 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2020 | 13 |
Tidal Investments LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.07% | 0.22% | Q3 2020 | Q3 2023 | 13 |
ASHFORD CAPITAL MANAGEMENT INC | 8 | 5 | 0.03% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 13 |
ATTICUS WEALTH MANAGEMENT, LLC | 9 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Visionary Wealth Advisors | 10 | 3 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 13 |
Partnervest Advisory Services LLC | 8 | 5 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2020 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.08% | 0.26% | 0.43% | Q2 2013 | Q2 2016 | 13 |
York Capital Management Global Advisors, LLC | 5 | 2 | 0.02% | 0.61% | 1.71% | Q2 2014 | Q1 2016 | 13 |
Farmers & Merchants Trust Co of Chambersburg PA | 7 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 13 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.13% | 0.24% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Avantax Planning Partners, Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 12 |
BRIDGES INVESTMENT MANAGEMENT INC | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 12 |
COMMERCE BANK | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2020 | 12 |
THOMPSON DAVIS & CO., INC. | 8 | 1 | 0.00% | 0.06% | 0.19% | Q4 2013 | Q3 2023 | 12 |
Fairholme Capital Management | 12 | 12 | 0.21% | 0.50% | 1.15% | Q3 2020 | Q2 2023 | 12 |
M&R CAPITAL MANAGEMENT INC | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q1 2021 | 12 |
CAMBRIDGE TRUST CO | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q1 2023 | 12 |
MCMILLION CAPITAL MANAGEMENT INC | 11 | 1 | 0.01% | 0.05% | 0.06% | Q2 2019 | Q2 2022 | 12 |
CATAWBA CAPITAL MANAGEMENT /VA | 12 | 12 | 0.04% | 0.14% | 0.20% | Q2 2013 | Q1 2016 | 12 |
TIAA CREF TRUST CO FSB/MO | 8 | 4 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 12 |
AGF INVESTMENTS INC. | 5 | 3 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2022 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 1.94% | 6.87% | 12.10% | Q4 2020 | Q3 2023 | 12 |
REGENTATLANTIC CAPITAL LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 12 |
LONESTAR CAPITAL MANAGEMENT LLC | 11 | 11 | 1.25% | 3.60% | 7.62% | Q1 2021 | Q3 2023 | 12 |
Marshall Wace North America L.P. | 6 | 1 | 0.01% | 0.12% | 0.22% | Q1 2018 | Q3 2021 | 12 |
Ballentine Partners, LLC | 11 | 1 | 0.03% | 0.13% | 0.19% | Q2 2017 | Q4 2021 | 12 |
Arrow Investment Advisors, LLC | 12 | 12 | 0.12% | 0.18% | 0.27% | Q4 2020 | Q3 2023 | 12 |
PRELUDE CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.12% | Q4 2014 | Q3 2022 | 12 |
Brown Advisory Securities, LLC | 6 | 1 | 0.02% | 0.13% | 0.52% | Q1 2015 | Q2 2022 | 12 |
Miller Investment Management, LP | 12 | 12 | 0.12% | 0.35% | 0.66% | Q1 2015 | Q4 2017 | 12 |
Ensign Peak Advisors, Inc | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 10 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 12 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.10% | 0.59% | Q3 2016 | Q2 2023 | 12 |
State of New Jersey Common Pension Fund D | 12 | 12 | 0.04% | 0.07% | 0.12% | Q4 2018 | Q3 2021 | 12 |
ArrowMark Colorado Holdings LLC | 11 | 1 | 0.00% | 0.38% | 1.70% | Q2 2013 | Q3 2016 | 12 |
Simplicity Solutions, LLC | 9 | 3 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 12 |
Vestcor Inc | 12 | 12 | 0.02% | 0.04% | 0.10% | Q4 2019 | Q3 2022 | 12 |
Bartlett & Co. LLC | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2021 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q3 2018 | 12 |
Lenox Wealth Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.12% | Q4 2013 | Q1 2022 | 12 |
Virtus ETF Advisers LLC | 7 | 2 | 0.40% | 3.48% | 8.50% | Q1 2016 | Q2 2023 | 12 |
Green Owl Capital Management, LLC | 4 | 4 | 0.01% | 1.72% | 7.26% | Q1 2015 | Q4 2015 | 12 |
Long Focus Capital Management, LLC | 8 | 8 | 1.32% | 4.29% | 12.88% | Q4 2021 | Q3 2023 | 12 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 8 | 1 | 0.00% | 0.04% | 0.19% | Q4 2018 | Q3 2023 | 12 |
Merit Financial Group, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 12 |
Valentine Capital Asset Management, Inc. | 9 | 1 | 0.07% | 0.31% | 1.44% | Q4 2011 | Q4 2015 | 12 |
Summit Financial Strategies, Inc. | 12 | 12 | 0.13% | 0.19% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Morris Capital Advisors, LLC | 12 | 12 | 0.09% | 0.17% | 0.25% | Q4 2018 | Q3 2021 | 12 |
Fortis Advisors, LLC | 12 | 12 | 0.08% | 0.14% | 0.26% | Q1 2017 | Q4 2019 | 12 |
Capital Bank & Trust Co | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2020 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.03% | 0.18% | 0.46% | Q2 2020 | Q3 2023 | 12 |
Magnus Financial Group LLC | 9 | 3 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 12 |
Advisor OS, LLC | 12 | 12 | 0.07% | 0.10% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.12% | 0.19% | 0.27% | Q4 2020 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 12 | 12 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Kingsview Wealth Management, LLC | 6 | 2 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.10% | 0.18% | 0.24% | Q4 2020 | Q3 2023 | 12 |
CERTUITY, LLC | 12 | 12 | 0.03% | 0.15% | 0.39% | Q4 2019 | Q3 2022 | 12 |
Perennial Investment Advisors, LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
MADISON WEALTH MANAGEMENT | 7 | 1 | 0.00% | 0.17% | 0.38% | Q2 2020 | Q3 2023 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.09% | 0.18% | 0.25% | Q4 2020 | Q3 2023 | 12 |
HARRELL INVESTMENT PARTNERS, LLC | 9 | 1 | 0.16% | 0.24% | 0.38% | Q4 2019 | Q3 2023 | 12 |
Annandale Capital, LLC | 12 | 12 | 0.18% | 2.53% | 3.75% | Q4 2020 | Q3 2023 | 12 |
Founders Financial Alliance, LLC | 10 | 2 | 0.01% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Oak Harvest Investment Services | 12 | 12 | 0.08% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.11% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Clarus Group, Inc. | 12 | 12 | 0.24% | 0.60% | 1.59% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.21% | 0.64% | 1.44% | Q4 2020 | Q3 2023 | 12 |
OUTFITTER FINANCIAL LLC | 12 | 12 | 0.82% | 1.25% | 1.82% | Q4 2020 | Q3 2023 | 12 |
CHILDRESS CAPITAL ADVISORS, LLC | 12 | 12 | 3.54% | 4.56% | 6.00% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Philosophy Capital Management LLC | 8 | 8 | 1.03% | 2.56% | 3.75% | Q4 2021 | Q3 2023 | 12 |
CAPITAL GUARDIAN TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 12 |
COWEN AND COMPANY, LLC | 11 | 11 | 0.00% | 1.10% | 2.13% | Q1 2021 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
GILL CAPITAL PARTNERS, LLC | 12 | 12 | 0.06% | 0.16% | 0.27% | Q2 2020 | Q1 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2021 | 12 |
WHITENER CAPITAL MANAGEMENT, INC. | 6 | 2 | 0.00% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 12 |
WESTPORT RESOURCES MANAGEMENT INC | 10 | 10 | 0.00% | 0.07% | 0.12% | Q2 2013 | Q3 2015 | 12 |
PANAGORA ASSET MANAGEMENT INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2021 | 12 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 10 | 2 | 0.00% | 0.03% | 0.07% | Q4 2013 | Q1 2019 | 12 |
CHEMICAL BANK | 9 | 3 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q2 2019 | 12 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 8 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 12 |
DUBUQUE BANK & TRUST CO | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 9 | 1 | 0.01% | 0.17% | 0.30% | Q2 2013 | Q1 2020 | 12 |
TORONTO DOMINION BANK | 8 | 4 | 0.00% | 0.01% | 0.07% | Q3 2014 | Q1 2023 | 12 |
Caprock Group, LLC | 4 | 1 | 0.02% | 0.07% | 0.24% | Q2 2015 | Q4 2020 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.12% | 0.16% | 0.28% | Q4 2020 | Q2 2023 | 11 |
Verdence Capital Advisors LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 11 |
MATHER GROUP, LLC. | 6 | 5 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q3 2023 | 11 |
Segment Wealth Management, LLC | 10 | 1 | 0.01% | 0.42% | 0.64% | Q2 2013 | Q2 2021 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.01% | 0.04% | 0.28% | Q4 2018 | Q3 2021 | 11 |
GUARDIAN CAPITAL LP | 11 | 11 | 0.01% | 0.11% | 0.17% | Q2 2016 | Q4 2018 | 11 |
Arkadios Wealth Advisors | 7 | 4 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Gibraltar Capital Management, Inc. | 11 | 11 | 0.19% | 0.33% | 0.46% | Q1 2021 | Q3 2023 | 11 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.04% | 0.38% | Q4 2014 | Q3 2023 | 11 |
American National Registered Investment Advisor, Inc. | 11 | 11 | 0.04% | 0.06% | 0.11% | Q3 2019 | Q1 2022 | 11 |
Oliver Luxxe Assets LLC | 11 | 11 | 0.03% | 0.12% | 0.29% | Q3 2020 | Q1 2023 | 11 |
ARS Wealth Advisors, LLC | 11 | 11 | 0.04% | 0.08% | 0.12% | Q4 2018 | Q2 2021 | 11 |
Pekin Hardy Strauss, Inc. | 7 | 7 | 0.01% | 0.34% | 0.86% | Q1 2022 | Q3 2023 | 11 |
BRIGHTON JONES LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 11 |
RPG Investment Advisory, LLC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2021 | 11 |
Johnson Financial Group, LLC | 6 | 1 | 0.02% | 0.13% | 0.25% | Q4 2016 | Q4 2020 | 11 |
TD ASSET MANAGEMENT INC | 6 | 5 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2020 | 11 |
Ranger International Management, LP | 6 | 2 | 0.02% | 0.61% | 2.11% | Q2 2013 | Q1 2017 | 11 |
Beacon Pointe Advisors, LLC | 10 | 1 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 11 |
NORTH AMERICAN MANAGEMENT CORP | 11 | 11 | 0.02% | 0.09% | 0.15% | Q2 2013 | Q4 2015 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Lehman Financial Resources, Inc. | 11 | 11 | 0.04% | 0.07% | 0.11% | Q1 2013 | Q3 2015 | 11 |
Axiom Investment Management LLC | 8 | 3 | 0.04% | 0.23% | 1.08% | Q4 2018 | Q4 2022 | 11 |
SENTINEL TRUST CO LBA | 6 | 5 | 0.02% | 0.09% | 0.20% | Q2 2015 | Q1 2018 | 11 |
Hoese & Co LLP | 11 | 11 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 11 |
Jaffetilchin Investment Partners, LLC | 6 | 1 | 0.01% | 0.03% | 0.11% | Q3 2016 | Q3 2023 | 11 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 9 | 1 | 0.04% | 0.81% | 1.83% | Q1 2015 | Q3 2020 | 11 |
PAYDEN & RYGEL | 5 | 1 | 0.01% | 0.60% | 1.62% | Q2 2013 | Q2 2023 | 11 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.01% | 0.22% | 0.69% | Q4 2013 | Q3 2023 | 11 |
SG3 Management, LLC | 8 | 8 | 0.00% | 0.03% | 0.06% | Q1 2020 | Q4 2021 | 11 |
Nokomis Capital, L.L.C. | 8 | 3 | 0.17% | 0.55% | 0.82% | Q3 2020 | Q3 2023 | 11 |
1ST SOURCE BANK | 9 | 2 | 0.01% | 0.03% | 0.17% | Q1 2015 | Q3 2023 | 11 |
Private Capital Advisors, Inc. | 8 | 3 | 0.14% | 1.16% | 2.10% | Q4 2018 | Q3 2023 | 11 |
Winfield Associates, Inc. | 11 | 11 | 0.06% | 0.10% | 0.18% | Q3 2019 | Q1 2022 | 11 |
RUSSELL FRANK CO/ | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Port Capital LLC | 11 | 11 | 0.01% | 0.44% | 1.30% | Q4 2017 | Q2 2020 | 11 |
Hardman Johnston Global Advisors LLC | 11 | 11 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q2 2021 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.44% | 0.56% | 0.71% | Q1 2020 | Q3 2022 | 11 |
Wealthspire Advisors, LLC | 9 | 1 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 11 |
GENERAL AMERICAN INVESTORS CO INC | 11 | 11 | 0.85% | 1.22% | 1.71% | Q1 2021 | Q3 2023 | 11 |
Quaker Capital Investments, LLC | 11 | 11 | 0.12% | 0.17% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Risk Paradigm Group, LLC | 11 | 11 | 0.02% | 0.04% | 0.09% | Q3 2015 | Q1 2018 | 11 |
TECTONIC ADVISORS LLC | 10 | 1 | 0.02% | 0.10% | 0.42% | Q4 2020 | Q3 2023 | 11 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.02% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.03% | 0.25% | 0.45% | Q4 2017 | Q2 2020 | 11 |
RBF Capital, LLC | 8 | 3 | 0.02% | 0.59% | 0.93% | Q4 2015 | Q3 2023 | 11 |
Signature Financial Management, Inc. | 11 | 11 | 0.10% | 0.26% | 0.42% | Q2 2016 | Q4 2018 | 11 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 4 | 1 | 0.00% | 0.10% | 0.31% | Q2 2013 | Q3 2019 | 11 |
Main Street Financial Solutions, LLC | 11 | 11 | 0.05% | 0.11% | 0.16% | Q1 2021 | Q3 2023 | 11 |
TOMPKINS FINANCIAL CORP | 8 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2023 | 11 |
BOSTON ADVISORS LLC | 11 | 11 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q4 2015 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q2 2019 | 11 |
Private Capital Group, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2020 | 11 |
Accredited Investors Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 11 |
Disciplined Investments, LLC | 11 | 11 | 0.04% | 0.14% | 0.51% | Q1 2021 | Q3 2023 | 11 |
Hilltop Holdings Inc. | 8 | 1 | 0.01% | 0.05% | 0.16% | Q1 2015 | Q3 2023 | 11 |
Trust CO of the Ozarks | 10 | 10 | 0.07% | 0.11% | 0.14% | Q2 2013 | Q3 2015 | 10 |
Progeny 3, Inc. | 9 | 1 | 0.18% | 0.67% | 1.74% | Q3 2019 | Q3 2023 | 10 |
BRR OpCo, LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Sterneck Capital Management, LLC | 10 | 10 | 0.05% | 0.09% | 0.11% | Q4 2020 | Q1 2023 | 10 |
Raging Capital Management, LLC | 8 | 8 | 0.96% | 7.08% | 18.01% | Q2 2019 | Q1 2021 | 10 |
Trek Financial, LLC | 10 | 10 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 0.07% | 0.20% | 0.33% | Q2 2010 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.05% | 0.10% | Q4 2018 | Q2 2022 | 10 |
Bison Wealth, LLC | 7 | 1 | 0.06% | 0.16% | 0.86% | Q2 2015 | Q3 2023 | 10 |
West Family Investments, Inc. | 10 | 10 | 0.40% | 1.06% | 1.64% | Q4 2018 | Q1 2021 | 10 |
LexAurum Advisors, LLC | 10 | 10 | 0.18% | 0.34% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Front Row Advisors LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 10 |
Wagner Wealth Management, LLC | 6 | 4 | 0.01% | 0.17% | 0.36% | Q1 2021 | Q3 2023 | 10 |
Graves Light Lenhart Wealth, Inc. | 7 | 3 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q2 2022 | 10 |
CAROLINAS WEALTH CONSULTING LLC | 7 | 3 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q3 2023 | 10 |
TIEDEMANN TRUST CO | 10 | 10 | 0.87% | 1.42% | 2.60% | Q2 2013 | Q3 2015 | 10 |
MADDEN SECURITIES Corp | 10 | 10 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q1 2023 | 10 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 0.30% | 0.55% | Q3 2021 | Q3 2023 | 10 |
Sawyer & Company, Inc | 9 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 10 |
Intrua Financial, LLC | 9 | 1 | 0.04% | 0.09% | 0.18% | Q2 2020 | Q1 2023 | 10 |
BERKLEY W R CORP | 9 | 1 | 0.12% | 2.53% | 4.36% | Q4 2019 | Q3 2023 | 10 |
Hirtle Callaghan & Co LLC | 3 | 2 | 0.02% | 0.03% | 0.06% | Q3 2013 | Q2 2017 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.04% | 0.11% | Q4 2015 | Q3 2021 | 10 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
HBW ADVISORY SERVICES LLC | 5 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 10 |
KELLEHER FINANCIAL ADVISORS | 10 | 10 | 0.36% | 0.54% | 0.71% | Q2 2021 | Q3 2023 | 10 |
Detwiler Fenton Investment Management LLC | 8 | 2 | 0.30% | 0.70% | 1.80% | Q4 2009 | Q2 2015 | 10 |
Round Table Services, LLC | 5 | 2 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q3 2022 | 10 |
RONALD BLUE & CO LLC | 9 | 1 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q4 2015 | 10 |
KEELEY ASSET MANAGEMENT CORP | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 8 | 2 | 0.01% | 0.12% | 0.20% | Q1 2021 | Q3 2023 | 10 |
Penbrook Management LLC | 10 | 10 | 0.10% | 0.18% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Loudon Investment Management, LLC | 10 | 10 | 0.34% | 0.40% | 0.47% | Q3 2017 | Q4 2019 | 10 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
GABLES CAPITAL MANAGEMENT INC. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
American Assets Investment Management, LLC | 6 | 4 | 0.14% | 0.41% | 0.95% | Q4 2018 | Q3 2023 | 10 |
G&S Capital LLC | 10 | 10 | 0.05% | 0.07% | 0.08% | Q4 2017 | Q1 2020 | 10 |
Taconic Capital Advisors LP | 9 | 9 | 0.02% | 0.13% | 0.52% | Q3 2021 | Q3 2023 | 10 |
WEALTHSOURCE PARTNERS, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Simmons Bank | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2019 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.08% | 0.23% | 0.41% | Q2 2021 | Q3 2023 | 10 |
Manchester Capital Management LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q1 2018 | 10 |
Morningstar Investment Management LLC | 10 | 10 | 0.51% | 1.04% | 1.55% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.08% | 0.13% | Q1 2021 | Q3 2023 | 10 |
Bridgewater Advisors Inc. | 10 | 10 | 0.09% | 0.13% | 0.15% | Q2 2021 | Q3 2023 | 10 |
JFS WEALTH ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 10 | 10 | 0.01% | 0.06% | 0.29% | Q3 2019 | Q4 2021 | 10 |
VNBTrust, National Association | 9 | 1 | 0.08% | 0.22% | 0.34% | Q2 2013 | Q4 2015 | 10 |
Point72 Asset Management, L.P. | 5 | 1 | 0.01% | 0.14% | 0.55% | Q4 2015 | Q4 2019 | 10 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 10 | 10 | 0.20% | 0.29% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Archford Capital Strategies, LLC | 10 | 10 | 0.03% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
PUTNAM INVESTMENTS LLC | 5 | 5 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2020 | 10 |
AMUNDI ASSET MANAGEMENT US, INC. | 10 | 10 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q1 2021 | 10 |
Integrated Advisors Network LLC | 7 | 3 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 10 |
Paloma Partners Management Co | 10 | 10 | 0.01% | 0.02% | 0.13% | Q3 2020 | Q4 2022 | 10 |
Trust Asset Management LLC | 10 | 10 | 0.10% | 0.30% | 0.81% | Q4 2018 | Q1 2021 | 10 |
FIRST FINANCIAL CORP /IN/ | 9 | 1 | 0.05% | 0.09% | 0.13% | Q4 2018 | Q3 2021 | 10 |
Amundi | 10 | 10 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Proficio Capital Partners LLC | 5 | 2 | 0.02% | 0.07% | 0.15% | Q4 2015 | Q1 2023 | 10 |
Herold Advisors, Inc. | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Capstone Financial Advisors, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Ascension Capital Advisors, Inc. | 6 | 3 | 0.05% | 0.11% | 0.14% | Q1 2020 | Q2 2023 | 9 |
Acropolis Investment Management, LLC | 8 | 1 | 0.02% | 0.34% | 0.47% | Q2 2013 | Q1 2019 | 9 |
LSP Investment Advisors, LLC | 9 | 9 | 5.68% | 11.04% | 16.51% | Q4 2017 | Q4 2019 | 9 |
IBEX WEALTH ADVISORS | 5 | 1 | 0.00% | 0.26% | 0.55% | Q4 2016 | Q3 2021 | 9 |
Johnson Midwest Financial, LLC | 8 | 1 | 0.00% | 0.17% | 0.62% | Q4 2020 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 9 |
CMT Capital Markets Trading GmbH | 3 | 1 | 0.05% | 0.06% | 0.09% | Q4 2019 | Q3 2022 | 9 |
First Capital Advisors Group, LLC. | 7 | 1 | 0.05% | 0.33% | 0.58% | Q1 2018 | Q2 2023 | 9 |
B. Riley Financial, Inc. | 8 | 1 | 0.06% | 0.13% | 0.23% | Q4 2015 | Q3 2020 | 9 |
Sepio Capital, LP | 9 | 9 | 0.02% | 0.03% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Overbrook Management Corp | 6 | 3 | 0.80% | 4.53% | 7.48% | Q2 2013 | Q1 2020 | 9 |
GLG Partners LP | 7 | 1 | 0.01% | 0.32% | 0.72% | Q1 2014 | Q4 2016 | 9 |
DENVER INVESTMENT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q1 2018 | 9 |
LMCG INVESTMENTS, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 9 |
JRM Investment Counsel, LLC | 9 | 9 | 1.72% | 4.26% | 7.29% | Q4 2014 | Q4 2016 | 9 |
Leisure Capital Management | 5 | 4 | 0.06% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 9 |
Stephens Group, LLC | 9 | 9 | 9.84% | 24.80% | 35.36% | Q4 2021 | Q4 2023 | 9 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 1 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q3 2022 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 0.04% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
McElhenny Sheffield Capital Management, LLC | 9 | 9 | 0.03% | 0.06% | 0.08% | Q3 2021 | Q3 2023 | 9 |
Argentus Capital Management, LLC | 9 | 9 | 0.06% | 0.11% | 0.17% | Q2 2014 | Q2 2016 | 9 |
Hillsdale Investment Management Inc. | 4 | 1 | 0.00% | 0.01% | 0.08% | Q1 2015 | Q1 2023 | 9 |
Realta Investment Advisors | 5 | 4 | 0.01% | 0.08% | 0.21% | Q1 2019 | Q3 2023 | 9 |
Lowe Wealth Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2020 | 9 |
Financial Partners Group, Inc | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
MYCIO WEALTH PARTNERS, LLC | 5 | 4 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q4 2019 | 9 |
Key Colony Management, LLC | 8 | 1 | 0.99% | 2.99% | 4.57% | Q4 2019 | Q3 2023 | 9 |
Aperio Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.29% | 0.41% | 0.54% | Q3 2021 | Q3 2023 | 9 |
TRH Financial, LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q2 2022 | 9 |
Perigon Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q3 2017 | Q3 2023 | 9 |
ANGELO GORDON & CO., L.P. | 9 | 9 | 0.30% | 3.44% | 6.17% | Q2 2018 | Q2 2020 | 9 |
Southland Equity Partners LLC | 9 | 9 | 0.11% | 0.18% | 0.23% | Q3 2021 | Q3 2023 | 9 |
MASSMUTUAL TRUST CO FSB/ADV | 9 | 9 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2015 | 9 |
CHILTON CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 9 |
PRUDENTIAL PLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q4 2018 | 9 |
Global Endowment Management, LP | 5 | 4 | 0.18% | 0.33% | 0.49% | Q2 2013 | Q4 2015 | 9 |
Indiana Trust & Investment Management CO | 9 | 9 | 0.04% | 0.07% | 0.09% | Q3 2021 | Q3 2023 | 9 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 9 |
FAS Wealth Partners, Inc. | 8 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 9 |
Opus Capital Group, LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Lyons Wealth Management, LLC. | 9 | 9 | 0.25% | 0.39% | 0.50% | Q2 2013 | Q2 2015 | 9 |
ARQ WEALTH ADVISORS, LLC | 9 | 9 | 0.09% | 0.12% | 0.14% | Q1 2021 | Q1 2023 | 9 |
Capital Market Strategies LLC | 9 | 9 | 0.12% | 0.24% | 0.43% | Q4 2021 | Q4 2023 | 9 |
Salvus Wealth Management, LLC | 9 | 9 | 0.09% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 9 |
Clearstead Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 9 |
COMERICA SECURITIES,INC. | 9 | 9 | 0.01% | 0.02% | 0.06% | Q1 2019 | Q1 2021 | 9 |
MOODY LYNN & LIEBERSON, LLC | 9 | 9 | 0.39% | 0.50% | 0.60% | Q2 2013 | Q2 2015 | 9 |
Beaumont Financial Partners, LLC | 6 | 3 | 0.02% | 0.27% | 0.58% | Q2 2013 | Q1 2016 | 9 |
O'Dell Group, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 9 |
ROOSEVELT INVESTMENT GROUP LLC | 9 | 9 | 0.02% | 0.09% | 0.13% | Q3 2020 | Q3 2022 | 9 |
Barton Investment Management | 9 | 9 | 0.04% | 0.29% | 0.49% | Q4 2013 | Q4 2015 | 9 |
Global Wealth Management Investment Advisory, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2020 | 9 |
Pennant Investors, LP | 9 | 9 | 0.20% | 5.00% | 9.42% | Q3 2018 | Q3 2020 | 9 |
Marcum Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Quad-Cities Investment Group, LLC | 5 | 3 | 0.06% | 0.21% | 0.38% | Q4 2018 | Q4 2020 | 8 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2023 | 8 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 8 | 8 | 0.31% | 0.56% | 0.72% | Q4 2018 | Q3 2020 | 8 |
LAKE STREET FINANCIAL LLC | 8 | 8 | 0.19% | 0.49% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Centric Wealth Management | 8 | 8 | 0.34% | 1.98% | 4.84% | Q4 2020 | Q3 2022 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 8 |
Ledyard National Bank | 5 | 3 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q1 2022 | 8 |
OLD SECOND NATIONAL BANK OF AURORA | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 8 |
JAMISON EATON & WOOD INC /NJ | 8 | 8 | 0.24% | 0.36% | 0.54% | Q2 2013 | Q1 2015 | 8 |
FIDUCIARY ASSET MANAGEMENT LLC | 8 | 8 | 0.39% | 0.53% | 0.62% | Q2 2013 | Q1 2015 | 8 |
Summit Asset Management, LLC | 8 | 8 | 0.16% | 0.26% | 0.36% | Q4 2013 | Q3 2015 | 8 |
DREMAN VALUE MANAGEMENT, L L C | 8 | 8 | 0.00% | 0.17% | 0.36% | Q2 2016 | Q1 2018 | 8 |
Wellington Shields Capital Management, LLC | 7 | 1 | 0.15% | 0.36% | 1.55% | Q2 2013 | Q3 2023 | 8 |
MARK ASSET MANAGEMENT LP | 8 | 8 | 0.07% | 0.13% | 0.15% | Q3 2013 | Q2 2015 | 8 |
Swift Run Capital | 8 | 8 | 0.52% | 1.14% | 3.09% | Q4 2013 | Q3 2015 | 8 |
COMMONWEALTH BANK OF AUSTRALIA | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 8 |
&PARTNERS | 8 | 8 | 0.07% | 1.56% | 2.50% | Q4 2018 | Q3 2020 | 8 |
SRB CORP | 8 | 8 | 0.30% | 0.68% | 1.01% | Q4 2018 | Q3 2020 | 8 |
TPG Group Holdings (SBS) Advisors, Inc. | 8 | 8 | 0.16% | 0.61% | 1.14% | Q1 2018 | Q4 2019 | 8 |
MONTAG A & ASSOCIATES INC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2021 | 8 |
Sippican Capital Advisors | 8 | 8 | 0.21% | 0.42% | 0.77% | Q3 2018 | Q2 2020 | 8 |
HC FINANCIAL ADVISORS INC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 8 |
First Trust Capital Management L.P. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
AMERICAN CENTURY COMPANIES INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2022 | 8 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 8 | 8 | 0.03% | 0.37% | 0.49% | Q4 2021 | Q3 2023 | 8 |
BANCORPSOUTH INC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2017 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.31% | 0.38% | 0.51% | Q4 2015 | Q3 2017 | 8 |
CLINTON GROUP INC | 4 | 1 | 0.04% | 0.32% | 1.30% | Q4 2013 | Q4 2017 | 8 |
PITCAIRN CO | 5 | 3 | 0.02% | 0.05% | 0.16% | Q4 2018 | Q4 2020 | 8 |
Uniplan Investment Counsel, Inc. | 8 | 8 | 0.03% | 0.16% | 0.43% | Q4 2018 | Q3 2020 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.10% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.23% | 0.35% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.20% | 0.42% | 0.57% | Q4 2021 | Q3 2023 | 8 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.13% | 0.18% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.09% | 0.12% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.95% | 1.24% | 1.56% | Q4 2021 | Q3 2023 | 8 |
Man Group plc | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
GFG Capital, LLC | 8 | 8 | 0.14% | 0.23% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Atria Investments, Inc | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.03% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 2.93% | 5.54% | Q4 2021 | Q3 2023 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.14% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.05% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BP CAPITAL FUND ADVISORS, LLC | 7 | 1 | 0.75% | 6.63% | 10.89% | Q4 2015 | Q4 2019 | 8 |
Regal Wealth Group, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2020 | 8 |
BigSur Wealth Management LLC | 8 | 8 | 0.16% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.16% | 0.29% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Oak Grove Capital LLC | 8 | 8 | 0.02% | 0.19% | 0.61% | Q4 2019 | Q3 2021 | 8 |
Consilium Wealth Advisory, LLC | 8 | 8 | 0.09% | 0.15% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Snowden Capital Advisors LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.14% | 0.35% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Soroban Capital Partners LP | 7 | 1 | 0.15% | 0.42% | 0.80% | Q3 2016 | Q4 2018 | 8 |
Activest Wealth Management | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Rafferty Asset Management, LLC | 3 | 1 | 0.02% | 0.08% | 0.15% | Q4 2014 | Q2 2020 | 8 |
Chiron Investment Management, LLC | 7 | 1 | 0.03% | 1.25% | 3.15% | Q3 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2020 | Q3 2022 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.01% | 0.03% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Granby Capital Management, LLC | 6 | 2 | 0.76% | 2.74% | 4.35% | Q2 2021 | Q3 2023 | 8 |
Connectus Wealth, LLC | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Patient Capital Management, LLC | 8 | 8 | 1.65% | 3.56% | 4.62% | Q4 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.13% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Fractal Investments LLC | 8 | 8 | 10.02% | 13.22% | 16.38% | Q4 2021 | Q3 2023 | 8 |
People's United Financial, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2022 | 8 |
MSD Partners, L.P. | 7 | 1 | 0.50% | 1.17% | 1.85% | Q3 2013 | Q2 2016 | 8 |
Ahrens Investment Partners LLC | 6 | 1 | 0.01% | 0.07% | 0.12% | Q4 2018 | Q1 2023 | 8 |
Donoghue Forlines LLC | 8 | 8 | 0.12% | 0.23% | 0.29% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TIAA, FSB | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 8 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 3 | 0.02% | 0.07% | 0.09% | Q1 2014 | Q4 2019 | 8 |
State of Wyoming | 5 | 3 | 0.03% | 0.07% | 0.13% | Q2 2021 | Q3 2023 | 8 |
Advisor Resource Council | 8 | 8 | 0.03% | 0.92% | 1.69% | Q2 2021 | Q1 2023 | 8 |
Bellwether Advisors, LLC | 8 | 8 | 0.01% | 0.08% | 0.53% | Q4 2020 | Q3 2022 | 8 |
Walkner Condon Financial Advisors LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Atlas Private Wealth Advisors | 6 | 2 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.06% | 0.17% | 0.40% | Q4 2017 | Q3 2019 | 8 |
Cutler Capital Management, LLC | 8 | 8 | 0.88% | 1.89% | 2.73% | Q4 2021 | Q3 2023 | 8 |
Amitell Capital Pte Ltd | 4 | 4 | 2.56% | 3.66% | 5.53% | Q2 2021 | Q3 2023 | 8 |
MHI Funds, LLC | 8 | 8 | 0.16% | 0.27% | 0.40% | Q4 2017 | Q3 2019 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Northern Right Capital Management, L.P. | 6 | 1 | 0.40% | 1.60% | 3.73% | Q4 2019 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.02% | 0.03% | 0.08% | Q1 2020 | Q4 2021 | 8 |
Bedel Financial Consulting, Inc. | 6 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2021 | 8 |
BIGLARI CAPITAL CORP. | 8 | 8 | 0.08% | 0.11% | 0.16% | Q4 2019 | Q3 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Acorn Advisory Capital L.P. | 8 | 8 | 1.91% | 14.43% | 40.98% | Q4 2017 | Q3 2019 | 8 |
Secure Asset Management, LLC | 7 | 1 | 0.07% | 0.34% | 0.57% | Q2 2020 | Q3 2023 | 8 |
XML Financial, LLC | 5 | 3 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 8 |
Newport Wealth Strategies, Inc. | 6 | 2 | 0.07% | 0.18% | 0.25% | Q2 2018 | Q2 2020 | 8 |
EP Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.03% | 0.05% | 0.10% | Q4 2019 | Q3 2021 | 8 |
Certified Advisory Corp | 7 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2021 | 8 |
Charles Schwab Trust Co | 8 | 8 | 0.02% | 0.03% | 0.07% | Q3 2019 | Q2 2021 | 8 |
EDMP, INC. | 4 | 3 | 0.08% | 0.14% | 0.20% | Q4 2018 | Q1 2021 | 7 |
Li Winifred I | 7 | 7 | 0.19% | 0.29% | 0.40% | Q2 2013 | Q4 2014 | 7 |
Norman Fields, Gottscho Capital Management, LLC | 7 | 7 | 0.09% | 0.13% | 0.16% | Q3 2016 | Q1 2018 | 7 |
LS Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Amplius Wealth Advisors, LLC | 6 | 1 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
U S GLOBAL INVESTORS INC | 7 | 7 | 0.01% | 0.32% | 1.70% | Q2 2014 | Q4 2015 | 7 |
ARES MANAGEMENT LLC | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 7 |
JET CAPITAL INVESTORS L P | 3 | 1 | 0.10% | 1.46% | 3.47% | Q2 2013 | Q2 2022 | 7 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 6 | 1 | 0.01% | 0.01% | 0.03% | Q2 2020 | Q1 2022 | 7 |
DekaBank Deutsche Girozentrale | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 7 |
Finer Wealth Management, Inc. | 7 | 7 | 0.34% | 0.54% | 1.01% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.05% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Vantage Investment Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q2 2015 | 7 |
Passport Capital, LLC | 6 | 6 | 0.00% | 0.07% | 0.14% | Q2 2014 | Q3 2015 | 7 |
RPg Family Wealth Advisory, LLC | 6 | 1 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q3 2019 | 7 |
Koshinski Asset Management, Inc. | 4 | 3 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q1 2022 | 7 |
Legacy Financial Advisors, Inc. | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q3 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
SNS Financial Group, LLC | 4 | 1 | 0.03% | 0.11% | 0.25% | Q1 2013 | Q4 2019 | 7 |
Mengis Capital Management, Inc. | 5 | 2 | 0.05% | 0.11% | 0.20% | Q1 2015 | Q4 2019 | 7 |
Belmont Global Advisors, Inc. | 7 | 7 | 0.39% | 3.18% | 5.14% | Q4 2013 | Q2 2015 | 7 |
Kavar Capital Partners, LLC | 7 | 7 | 0.03% | 0.14% | 0.26% | Q1 2019 | Q3 2020 | 7 |
Integrated Wealth Management | 7 | 7 | 0.03% | 0.07% | 0.12% | Q1 2015 | Q3 2016 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 7 | 7 | 0.03% | 0.07% | 0.11% | Q4 2018 | Q2 2020 | 7 |
HFG Advisors, Inc. | 7 | 7 | 0.32% | 0.59% | 0.82% | Q1 2022 | Q3 2023 | 7 |
Wescott Financial Advisory Group, LLC | 6 | 1 | 0.05% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 7 |
Roble, Belko & Company, Inc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 2 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q4 2022 | 7 |
MISSION WEALTH MANAGEMENT, LP | 3 | 2 | 0.01% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 7 |
MASON STREET ADVISORS, LLC | 7 | 7 | 0.04% | 0.12% | 0.25% | Q2 2013 | Q4 2014 | 7 |
Whitnell & Co. | 7 | 7 | 0.07% | 0.08% | 0.10% | Q2 2018 | Q4 2019 | 7 |
Teton Capital Partners | 7 | 7 | 1.11% | 2.21% | 3.08% | Q2 2021 | Q4 2022 | 7 |
Independence Trust CO | 7 | 7 | 0.38% | 0.76% | 1.13% | Q2 2013 | Q4 2014 | 7 |
S. R. Schill & Associates | 7 | 7 | 0.05% | 0.13% | 0.22% | Q1 2022 | Q3 2023 | 7 |
JOURNEY STRATEGIC WEALTH LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 7 |
NTV ASSET MANAGEMENT LLC | 4 | 3 | 0.05% | 0.08% | 0.11% | Q4 2014 | Q1 2018 | 7 |
Regal Investment Advisors LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 7 |
Exchange Capital Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Venturi Wealth Management, LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 7 |
BLACKROCK ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2016 | 7 |
Nokota Management, LP | 6 | 1 | 0.32% | 15.47% | 100.00% | Q3 2018 | Q4 2020 | 7 |
Morling Financial Advisors, LLC | 7 | 7 | 0.34% | 0.54% | 0.79% | Q1 2022 | Q3 2023 | 7 |
Mattern Wealth Management LLC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Shepherd Financial Partners LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Liberty Mutual Group Asset Management Inc. | 4 | 3 | 0.06% | 0.12% | 0.23% | Q1 2015 | Q1 2017 | 7 |
Modera Wealth Management, LLC | 4 | 1 | 0.00% | 0.06% | 0.10% | Q3 2014 | Q3 2023 | 7 |
Baystate Wealth Management LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2020 | 7 |
Energy Opportunities Capital Management, LLC | 7 | 7 | 2.24% | 3.28% | 4.11% | Q1 2020 | Q3 2021 | 7 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Kercheville Advisors, LLC | 7 | 7 | 0.18% | 0.72% | 1.18% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MERIDIAN INVESTMENT COUNSEL INC. | 7 | 7 | 0.06% | 0.14% | 0.19% | Q4 2018 | Q2 2020 | 7 |
CM Management, LLC | 5 | 2 | 0.71% | 1.17% | 1.86% | Q4 2020 | Q3 2022 | 7 |
Foundations Investment Advisors, LLC | 5 | 2 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 7 |
Wellington Shields & Co., LLC | 6 | 1 | 0.03% | 0.14% | 0.24% | Q2 2013 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q4 2014 | 7 |
GoldenTree Asset Management | 6 | 1 | 0.05% | 0.43% | 0.66% | Q3 2018 | Q3 2023 | 7 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 7 |
TFO Wealth Partners, LLC | 4 | 3 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2021 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
Brown Miller Wealth Management, LLC | 7 | 7 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q2 2022 | 7 |
Hanson & Doremus Investment Management | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.03% | 0.06% | 0.10% | Q4 2017 | Q2 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
GraniteShares Advisors LLC | 4 | 3 | 0.32% | 0.95% | 1.55% | Q4 2021 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.20% | 0.32% | 0.46% | Q4 2016 | Q2 2018 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
ZAZOVE ASSOCIATES LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Stratos Wealth Advisors, LLC | 6 | 1 | 0.02% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 7 |
QCI ASSET MANAGEMENT INC/NY | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
Miracle Mile Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q4 2021 | 7 |
Truvestments Capital LLC | 7 | 7 | 0.00% | 0.17% | 0.38% | Q1 2019 | Q3 2020 | 7 |
WATERS PARKERSON & CO., LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q1 2018 | 7 |
Omega Advisors Inc. | 7 | 7 | 0.29% | 1.22% | 2.89% | Q2 2017 | Q4 2018 | 7 |
TD Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 7 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.15% | 0.39% | Q3 2020 | Q2 2023 | 7 |
Triangle Securities Wealth Management | 6 | 1 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2020 | 7 |
Rise Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
JANA PARTNERS LLC | 6 | 1 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q4 2015 | 7 |
Ninepoint Partners LP | 4 | 1 | 0.05% | 0.12% | 0.20% | Q3 2018 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Stonegate Investment Group, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
DIFESA CAPITAL MANAGEMENT, LP | 7 | 7 | 0.22% | 2.77% | 9.89% | Q4 2021 | Q2 2023 | 7 |
Mechanics Financial Corp | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Cerebellum GP, LLC | 6 | 1 | 0.01% | 0.21% | 0.30% | Q2 2018 | Q3 2020 | 7 |
ACT WEALTH MANAGEMENT, LLC | 7 | 7 | 0.14% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
MOTCO | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Institute for Wealth Management, LLC. | 7 | 7 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q2 2020 | 7 |
Gladstone Institutional Advisory LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2021 | Q3 2023 | 7 |
Paradigm Financial Partners, LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q4 2022 | 7 |
Index Management Solutions, LLC | 7 | 7 | 0.00% | 0.33% | 0.53% | Q2 2013 | Q4 2014 | 7 |
Cadent Capital Advisors, LLC | 5 | 2 | 0.06% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 7 |
Newbrook Capital Advisors LP | 7 | 7 | 3.34% | 5.30% | 6.66% | Q4 2013 | Q2 2015 | 7 |
TD Waterhouse Canada Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Sutton Wealth Advisors Inc. | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 7 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 3 | 2 | 0.04% | 0.49% | 0.70% | Q2 2014 | Q3 2015 | 6 |
CFM WEALTH PARTNERS LLC | 4 | 1 | 0.31% | 0.44% | 0.57% | Q3 2021 | Q2 2023 | 6 |
Shinko Asset Management Co., Ltd. | 6 | 6 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q3 2014 | 6 |
First Pacific Advisors, LP | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
King Wealth Management Group | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.14% | 0.18% | 0.21% | Q4 2017 | Q1 2019 | 6 |
MMBG INVESTMENT ADVISORS CO. | 6 | 6 | 0.02% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2023 | 6 |
LAZARD ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Cullen Capital Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.01% | 0.04% | 0.17% | Q2 2017 | Q4 2022 | 6 |
QCM Cayman, Ltd. | 3 | 1 | 0.09% | 0.48% | 1.47% | Q1 2016 | Q4 2020 | 6 |
SWS Partners | 2 | 1 | 0.04% | 0.09% | 0.17% | Q4 2017 | Q1 2023 | 6 |
Cowen Prime Advisors LLC | 5 | 1 | 0.14% | 0.18% | 0.22% | Q2 2020 | Q2 2023 | 6 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2020 | 6 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 5 | 1 | 0.09% | 0.19% | 0.25% | Q1 2019 | Q1 2023 | 6 |
WEST BANCORPORATION INC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 6 |
Operose Advisors LLC | 6 | 6 | 0.02% | 0.05% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Shulman DeMeo Asset Management LLC | 4 | 1 | 0.03% | 0.07% | 0.15% | Q4 2018 | Q4 2020 | 6 |
Cruiser Capital Advisors, LLC | 6 | 6 | 0.84% | 1.88% | 3.08% | Q4 2018 | Q1 2020 | 6 |
EPG Wealth Management LLC | 4 | 2 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q4 2022 | 6 |
Intellectus Partners, LLC | 6 | 6 | 0.20% | 0.36% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2019 | 6 |
Taylor Hoffman Wealth Management | 5 | 1 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q2 2020 | 6 |
Pinkerton Retirement Specialists, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2018 | 6 |
CHOREO, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 6 |
Fore Capital, LLC | 2 | 1 | 0.07% | 0.28% | 0.61% | Q2 2019 | Q4 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.25% | 0.34% | 0.45% | Q2 2013 | Q3 2014 | 6 |
BOYS ARNOLD & CO INC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2020 | 6 |
Inscription Capital, LLC | 4 | 2 | 0.05% | 0.40% | 0.67% | Q4 2018 | Q1 2021 | 6 |
SAXON INTERESTS, INC. | 6 | 6 | 0.48% | 0.57% | 0.62% | Q1 2022 | Q2 2023 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
NOESIS CAPITAL MANGEMENT CORP | 3 | 1 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q3 2023 | 6 |
CFO4Life, L.P. | 5 | 1 | 0.04% | 0.27% | 0.41% | Q4 2014 | Q4 2022 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q1 2019 | 6 |
Premier Fund Managers Ltd | 6 | 6 | 0.16% | 0.21% | 0.28% | Q2 2021 | Q3 2022 | 6 |
Wood Investment Counsel LLC | 6 | 6 | 1.06% | 1.37% | 1.74% | Q2 2013 | Q3 2014 | 6 |
Peak Asset Management, LLC | 6 | 6 | 0.09% | 0.13% | 0.16% | Q4 2019 | Q1 2021 | 6 |
Willingdon Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Corsicana & Co. | 6 | 6 | 0.25% | 0.36% | 0.47% | Q2 2021 | Q3 2022 | 6 |
Stephens Consulting, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NATIONAL PLANNING CORP | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q2 2015 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.01% | 0.03% | 0.08% | Q1 2022 | Q2 2023 | 6 |
IFG Advisory, LLC | 4 | 2 | 0.01% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 6 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2022 | 6 |
EAGLE ASSET MANAGEMENT INC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Incline Global Management LLC | 6 | 6 | 0.05% | 0.38% | 0.71% | Q3 2018 | Q4 2019 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q2 2023 | 6 |
Verition Fund Management LLC | 2 | 2 | 0.01% | 0.25% | 0.57% | Q4 2015 | Q2 2022 | 6 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 1 | 0.00% | 0.01% | 0.05% | Q3 2019 | Q1 2022 | 6 |
Corvex Management LP | 4 | 2 | 0.31% | 0.79% | 1.24% | Q4 2015 | Q3 2017 | 6 |
Westover Capital Advisors, LLC | 5 | 1 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q3 2021 | 6 |
Klingman & Associates, LLC | 4 | 2 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q2 2016 | 6 |
Bard Financial Services, Inc. | 6 | 6 | 0.01% | 0.05% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Walker Asset Management, LLC | 6 | 6 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q4 2023 | 6 |
Clear Harbor Asset Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 6 |
Morningstar Investment Services LLC | 6 | 6 | 0.12% | 0.29% | 0.47% | Q2 2013 | Q3 2014 | 6 |
JT Stratford LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 6 |
AQR Arbitrage LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.03% | 0.08% | 0.12% | Q3 2021 | Q4 2022 | 6 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
HWG Holdings LP | 5 | 1 | 0.25% | 0.38% | 0.84% | Q3 2014 | Q4 2023 | 6 |
Arkos Global Advisors | 6 | 6 | 0.04% | 0.13% | 0.17% | Q4 2018 | Q1 2020 | 6 |
Safeguard Investment Advisory Group, LLC | 5 | 1 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 6 |
BTR CAPITAL MANAGEMENT INC | 6 | 6 | 0.02% | 0.05% | 0.06% | Q4 2018 | Q1 2020 | 6 |
Walleye Capital LLC | 3 | 3 | 0.00% | 0.04% | 0.16% | Q3 2019 | Q1 2020 | 6 |
Quantbot Technologies LP | 3 | 1 | 0.04% | 0.13% | 0.27% | Q1 2014 | Q3 2016 | 6 |
Silverleafe Capital Partners, LLC | 6 | 6 | 0.10% | 0.12% | 0.15% | Q3 2022 | Q4 2023 | 6 |
Perella Weinberg Partners Capital Management LP | 6 | 6 | 1.04% | 1.70% | 2.46% | Q1 2018 | Q2 2019 | 6 |
AMERICAN NATIONAL INSURANCE CO | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2021 | 6 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.05% | 0.28% | Q2 2015 | Q2 2023 | 6 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
EQUITEC PROPRIETARY MARKETS, LLC | 5 | 1 | 0.02% | 0.06% | 0.09% | Q4 2015 | Q4 2022 | 6 |
LifePlan Financial Group, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 6 |
HALSEY ASSOCIATES INC/CT | 6 | 6 | 0.05% | 0.06% | 0.07% | Q1 2014 | Q2 2015 | 6 |
Bramshill Investments, LLC | 5 | 1 | 0.01% | 0.15% | 0.30% | Q2 2019 | Q2 2023 | 6 |
UBS OCONNOR LLC | 3 | 2 | 0.00% | 0.02% | 0.06% | Q2 2021 | Q3 2022 | 6 |
MASON CAPITAL MANAGEMENT LLC | 6 | 6 | 5.58% | 8.80% | 11.35% | Q2 2013 | Q3 2014 | 6 |
GPS Wealth Strategies Group, LLC | 6 | 6 | 0.05% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Conservest Capital Advisors, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 6 |
CARL STUART INVESTMENT ADVISOR, INC | 5 | 1 | 0.00% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 6 |
Financial Advisory Group | 6 | 6 | 0.04% | 0.07% | 0.11% | Q3 2015 | Q4 2016 | 6 |
Stanford Investment Group, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2016 | 6 |
Hayden Royal, LLC | 4 | 1 | 0.04% | 0.08% | 0.12% | Q4 2019 | Q1 2021 | 5 |
Meridian Wealth Partners, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 5 |
Canton Hathaway, LLC | 4 | 1 | 0.07% | 0.12% | 0.15% | Q4 2018 | Q2 2020 | 5 |
DAVIDSON INVESTMENT ADVISORS | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
WINTRUST INVESTMENTS LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 5 |
VALLEY WEALTH MANAGERS, INC. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2018 | 5 |
Endurance Wealth Management, Inc. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.06% | 0.12% | 0.22% | Q3 2015 | Q3 2016 | 5 |
PCG Wealth Advisors, LLC | 5 | 5 | 0.08% | 0.10% | 0.14% | Q1 2022 | Q1 2023 | 5 |
Springhouse Capital Management, LP | 5 | 5 | 0.79% | 1.86% | 2.73% | Q3 2022 | Q3 2023 | 5 |
Lehman & Derafelo Financial Resources LLC | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2020 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Aptus Capital Advisors, LLC | 4 | 1 | 0.01% | 0.23% | 0.47% | Q2 2019 | Q3 2023 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
VELA Investment Management, LLC | 4 | 1 | 0.16% | 0.42% | 0.76% | Q2 2022 | Q3 2023 | 5 |
Bull Street Advisors, LLC | 5 | 5 | 0.04% | 0.08% | 0.17% | Q3 2019 | Q3 2020 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 5 |
HOWE & RUSLING INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.15% | 0.23% | 0.28% | Q4 2013 | Q4 2014 | 5 |
Blue Chip Wealth Management, Inc. | 3 | 2 | 0.21% | 0.43% | 0.84% | Q4 2018 | Q3 2020 | 5 |
KANALY TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 5 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 3 | 2 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q4 2018 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.06% | 0.08% | Q3 2021 | Q3 2022 | 5 |
COMERICA SECURITIES INC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2018 | 5 |
AMERICAN ASSET MANAGEMENT INC. | 5 | 5 | 0.12% | 0.31% | 0.40% | Q4 2018 | Q4 2019 | 5 |
Banyan Partners, LLC | 5 | 5 | 0.09% | 0.13% | 0.16% | Q3 2013 | Q3 2014 | 5 |
MITCHELL CAPITAL MANAGEMENT CO | 5 | 5 | 0.04% | 0.09% | 0.11% | Q4 2018 | Q4 2019 | 5 |
M Holdings Securities, Inc. | 3 | 1 | 0.05% | 0.12% | 0.25% | Q4 2013 | Q2 2019 | 5 |
CAMBIAR INVESTORS LLC | 5 | 5 | 0.24% | 0.25% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Highstreet Asset Management Inc. | 5 | 5 | 0.08% | 0.09% | 0.12% | Q4 2018 | Q4 2019 | 5 |
Westside Investment Management, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 5 |
RiverTree Advisors, LLC | 5 | 5 | 0.16% | 0.17% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Bank of New Hampshire | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
CX Institutional | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 5 |
CAMPBELL CAPITAL MANAGEMENT INC | 4 | 1 | 0.12% | 0.44% | 0.78% | Q4 2019 | Q4 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CHILTON INVESTMENT CO INC. | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q3 2020 | 5 |
Eagle Bay Advisors LLC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2022 | 5 |
Annex Advisory Services, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2019 | Q3 2020 | 5 |
GM Advisory Group, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 5 |
JUPITER ASSET MANAGEMENT LTD | 5 | 5 | 0.03% | 0.07% | 0.19% | Q2 2020 | Q2 2021 | 5 |
Charles Schwab Investment Advisory, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Blue Trust, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
Curi Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Capital Innovations LLC | 4 | 1 | 0.68% | 0.99% | 1.23% | Q1 2014 | Q3 2015 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.04% | 0.08% | 0.11% | Q4 2020 | Q4 2021 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.00% | 0.11% | 0.18% | Q4 2020 | Q3 2021 | 5 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
CPWM, LLC | 3 | 2 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q1 2020 | 5 |
McCarthy Asset Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Bristol Advisors, LLC | 2 | 1 | 0.01% | 6.19% | 18.20% | Q4 2016 | Q1 2019 | 5 |
WOODSTOCK CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2023 | 5 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 5 | 5 | 0.22% | 0.25% | 0.27% | Q4 2020 | Q4 2021 | 5 |
Ameritas Investment Partners, Inc. | 3 | 1 | 0.01% | 0.05% | 0.08% | Q3 2018 | Q1 2020 | 5 |
Vectors Research Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
BOSTON FINANCIAL MANGEMENT LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Global Financial Private Capital, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
CFO4Life Group, LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Blankinship & Foster, LLC | 5 | 5 | 0.09% | 0.11% | 0.16% | Q4 2018 | Q4 2019 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
AlphaCore Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q1 2021 | 5 |
Knighthead Capital Management, LLC | 3 | 3 | 0.18% | 0.70% | 1.31% | Q1 2020 | Q3 2020 | 5 |
MACKENZIE FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Joseph P. Lucia & Associates, LLC | 3 | 1 | 0.00% | 0.16% | 0.38% | Q2 2020 | Q3 2023 | 5 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2015 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q2 2021 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 5 |
Hudson Capital Management LLC | 5 | 5 | 0.07% | 0.21% | 0.41% | Q4 2018 | Q4 2019 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 5 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
NorthCoast Asset Management LLC | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q3 2021 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FormulaFolio Investments, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2021 | 5 |
Brick & Kyle, Associates | 5 | 5 | 0.11% | 0.25% | 0.31% | Q4 2014 | Q4 2015 | 5 |
Hollow Brook Wealth Management LLC | 3 | 2 | 0.08% | 0.39% | 0.92% | Q2 2015 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q4 2023 | 5 |
Castleton Investment Management LLC | 3 | 2 | 0.29% | 0.78% | 1.71% | Q1 2017 | Q1 2019 | 5 |
Poplar Forest Capital LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Concert Wealth Management Inc. | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q3 2016 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 5 |
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.29% | 0.63% | 1.02% | Q3 2022 | Q3 2023 | 5 |
DAVIDSON TRUST CO | 5 | 5 | 0.23% | 0.27% | 0.32% | Q1 2020 | Q1 2021 | 5 |
Placemark Investments, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 5 |
Wallace Capital Management Inc. | 3 | 2 | 0.17% | 0.19% | 0.24% | Q2 2013 | Q3 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.07% | 0.14% | Q1 2015 | Q1 2016 | 5 |
Resonant Capital Advisors, LLC | 3 | 2 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 5 |
Gibson Wealth Advisors LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Old West Investment Management, LLC | 5 | 5 | 0.63% | 0.99% | 1.35% | Q4 2018 | Q4 2019 | 5 |
FIRST INTERSTATE BANK | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Jump Trading, LLC | 2 | 1 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2018 | 5 |
Moisand Fitzgerald Tamayo, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
MILLER WEALTH ADVISORS, LLC | 5 | 5 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q4 2022 | 5 |
INVESTMENT HOUSE LLC | 2 | 1 | 0.04% | 0.07% | 0.09% | Q1 2015 | Q3 2016 | 4 |
Capital Wealth Planning, LLC | 4 | 4 | 4.72% | 6.06% | 8.06% | Q2 2014 | Q1 2015 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Vollero Beach Capital Partners LLC | 4 | 4 | 0.41% | 0.68% | 1.05% | Q3 2013 | Q2 2014 | 4 |
Arosa Capital Management LP | 1 | 1 | 0.68% | 1.27% | 1.76% | Q4 2015 | Q1 2022 | 4 |
Verity Asset Management, Inc. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Capital Advisors, Ltd. LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 4 |
Waldron Private Wealth LLC | 2 | 1 | 0.01% | 0.05% | 0.10% | Q1 2017 | Q1 2023 | 4 |
QS Investors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 4 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 4 | 4 | 1.19% | 1.49% | 1.62% | Q4 2014 | Q3 2015 | 4 |
DONALDSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Covenant Multifamily Offices, LLC | 3 | 1 | 0.02% | 0.11% | 0.16% | Q4 2019 | Q3 2021 | 4 |
Wakefield Asset Management LLLP | 3 | 1 | 0.25% | 0.48% | 0.64% | Q4 2018 | Q3 2020 | 4 |
BARDIN HILL MANAGEMENT PARTNERS LP | 2 | 2 | 0.19% | 0.29% | 0.50% | Q2 2014 | Q2 2015 | 4 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Concorde Asset Management, LLC | 4 | 4 | 0.12% | 0.73% | 1.06% | Q4 2018 | Q3 2019 | 4 |
IMA Wealth, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Private Harbour Investment Management & Counsel, LLC | 4 | 4 | 0.15% | 0.20% | 0.30% | Q4 2018 | Q3 2019 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.04% | 0.11% | Q2 2023 | Q3 2023 | 4 |
Grace Capital | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
GAM Holding AG | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 4 |
Glassman Wealth Services | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
Squarepoint Ops LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 4 |
D'Orazio & Associates, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 4 |
20/20 Capital Management, Inc. | 4 | 4 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2020 | 4 |
Cardan Capital Partners, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2020 | 4 |
Gerber Kawasaki Wealth & Investment Management | 4 | 4 | 0.36% | 0.75% | 1.09% | Q2 2016 | Q1 2017 | 4 |
Kalos Management, Inc. | 2 | 1 | 0.06% | 0.28% | 0.90% | Q3 2018 | Q4 2021 | 4 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
KHP Capital, LLC | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2017 | Q3 2018 | 4 |
Everett Capital Advisors UK LLP | 3 | 1 | 4.90% | 29.78% | 100.00% | Q4 2018 | Q4 2019 | 4 |
L & S Advisors Inc | 3 | 1 | 0.05% | 0.12% | 0.15% | Q4 2017 | Q3 2019 | 4 |
Cable Hill Partners, LLC | 4 | 4 | 0.13% | 0.21% | 0.30% | Q4 2018 | Q3 2019 | 4 |
Arlington Partners LLC | 2 | 1 | 0.06% | 0.13% | 0.19% | Q4 2018 | Q1 2020 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.23% | 0.26% | 0.28% | Q4 2018 | Q3 2019 | 4 |
LYELL WEALTH MANAGEMENT, LP | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2018 | Q3 2019 | 4 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 4 | 4 | 1.21% | 1.43% | 1.70% | Q2 2013 | Q1 2014 | 4 |
Bridgeworth, LLC | 1 | 1 | 0.06% | 0.10% | 0.14% | Q4 2016 | Q4 2018 | 4 |
Pettinga Financial Advisors, LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 4 |
HBK Sorce Advisory LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.47% | 0.72% | 1.09% | Q4 2022 | Q3 2023 | 4 |
Doyle Wealth Management | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2020 | 4 |
Black Swift Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2019 | 4 |
Founders Capital Management | 4 | 4 | 0.00% | 0.01% | 0.03% | Q1 2023 | Q4 2023 | 4 |
CLEAR STREET LLC | 4 | 4 | 0.03% | 0.12% | 0.30% | Q1 2022 | Q4 2022 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.12% | 1.15% | 1.91% | Q4 2017 | Q3 2018 | 4 |
Parisi Gray Wealth Management | 2 | 2 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q1 2019 | 4 |
Neo Ivy Capital Management | 2 | 1 | 0.18% | 0.31% | 0.56% | Q1 2021 | Q2 2022 | 4 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 1 | 0.02% | 0.08% | 0.14% | Q3 2013 | Q1 2016 | 4 |
Crewe Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 4 |
ARGYLL RESEARCH, LLC | 4 | 4 | 15.93% | 19.89% | 23.44% | Q2 2013 | Q1 2014 | 4 |
Castleview Partners, LLC | 2 | 1 | 0.03% | 0.92% | 1.72% | Q1 2018 | Q1 2022 | 4 |
Antara Capital LP | 1 | 1 | 0.58% | 1.14% | 1.53% | Q4 2018 | Q1 2022 | 4 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Hotaling Investment Management, LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2018 | Q3 2019 | 4 |
America First Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
EASTERLY INVESTMENT PARTNERS LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cadence Bank | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 1 | 0.11% | 0.18% | 0.24% | Q1 2019 | Q1 2020 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 2.09% | 2.43% | 2.93% | Q4 2022 | Q3 2023 | 4 |
Bay Harbor Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Destination Wealth Management | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 4 |
Prestige Wealth Management Group LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2019 | 4 |
Tolleson Wealth Management, Inc. | 4 | 4 | 0.14% | 0.24% | 0.28% | Q2 2020 | Q1 2021 | 4 |
TCF National Bank | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2019 | Q2 2020 | 4 |
Stonehage Fleming (UK) Ltd | 4 | 4 | 0.16% | 0.18% | 0.21% | Q4 2013 | Q3 2014 | 4 |
Maryland State Retirement & Pension System | 4 | 4 | 0.23% | 0.62% | 0.76% | Q4 2022 | Q3 2023 | 4 |
John W. Brooker & Co., CPAs | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Laidlaw Wealth Management LLC | 3 | 1 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 4 |
CVA Family Office, LLC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2021 | 4 |
Fortis Capital Management LLC | 4 | 4 | 0.10% | 0.13% | 0.19% | Q4 2022 | Q3 2023 | 4 |
SHAPIRO CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.15% | 0.59% | Q4 2019 | Q3 2023 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2022 | Q1 2023 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
PRINCETON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Archer Investment Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.12% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Eudaimonia Partners, LLC | 4 | 4 | 0.06% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Inspire Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 4 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.56% | 1.58% | 2.84% | Q1 2016 | Q4 2021 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
XTX Topco Ltd | 2 | 2 | 0.12% | 0.23% | 0.43% | Q4 2021 | Q1 2023 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Leucadia National | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bickling Financial Services, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q1 2022 | 4 |
CoreFirst Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
ADE, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
NATIONAL PENN INVESTORS TRUST CO /PA | 4 | 4 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q1 2016 | 4 |
Westwood Wealth Management | 4 | 4 | 0.12% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 4 |
Wedmont Private Capital | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Enhancing Capital LLC | 4 | 4 | 0.72% | 0.95% | 1.15% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cercano Management LLC | 4 | 4 | 0.01% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.10% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 0.02% | 0.06% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.11% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.61% | 0.67% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.12% | 0.18% | 0.36% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 1.80% | 1.89% | 2.15% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.13% | 0.29% | 0.71% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.21% | 0.28% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.28% | 0.49% | 0.69% | Q4 2022 | Q3 2023 | 4 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KENNEDY INVESTMENT GROUP | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.15% | 0.90% | 1.33% | Q4 2022 | Q3 2023 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 0.12% | 0.17% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.65% | 1.21% | 1.77% | Q4 2022 | Q3 2023 | 4 |
CITY NATIONAL BANK | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.70% | 0.86% | 1.14% | Q2 2013 | Q1 2014 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BAR HARBOR TRUST SERVICES | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2018 | Q3 2019 | 4 |
MEANS INVESTMENT CO., INC. | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2018 | Q3 2019 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.12% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
AFFINITY WEALTH MANAGEMENT LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.26% | 0.53% | Q2 2013 | Q2 2021 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2014 | Q2 2015 | 4 |
UBS ASSET MANAGEMENT AMERICAS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.64% | 0.69% | 0.80% | Q4 2022 | Q3 2023 | 4 |
PECONIC PARTNERS LLC | 2 | 1 | 0.22% | 0.57% | 0.95% | Q2 2016 | Q2 2022 | 4 |
DISCIPLINED GROWTH INVESTORS INC /MN | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
MERITAGE PORTFOLIO MANAGEMENT | 2 | 2 | 0.18% | 0.24% | 0.33% | Q3 2013 | Q4 2019 | 4 |
FULTON BANK, N.A. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q4 2023 | 4 |
GOFF JOHN C | 4 | 4 | 0.26% | 0.31% | 0.35% | Q4 2021 | Q3 2022 | 4 |
PARADIGM ASSET MANAGEMENT CO LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q2 2013 | Q1 2014 | 4 |
ARDSLEY ADVISORY PARTNERS LP | 3 | 3 | 0.50% | 1.12% | 1.61% | Q4 2015 | Q2 2016 | 4 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
BCWM, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2018 | Q3 2019 | 4 |
Madden Advisory Services, Inc. | 4 | 4 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q4 2014 | 4 |
Diligent Investors, LLC | 4 | 4 | 0.13% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
FIDUCIARY TRUST INTERNATIONAL LLC | 3 | 3 | 0.11% | 0.15% | 0.21% | Q3 2014 | Q1 2015 | 3 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2014 | Q2 2015 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 3 |
Regent Peak Wealth Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
ABNER HERRMAN & BROCK LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q1 2014 | Q3 2014 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Latimer Light Capital, L.P. | 3 | 3 | 2.54% | 3.96% | 4.86% | Q1 2016 | Q3 2016 | 3 |
STRATEGIC WEALTH MANAGEMENT INC | 3 | 3 | 1.58% | 1.98% | 2.68% | Q2 2020 | Q4 2020 | 3 |
GOODWIN DANIEL L | 2 | 1 | 0.07% | 0.15% | 0.30% | Q1 2016 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
PEDDOCK CAPITAL ADVISORS, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 3 |
Peterson Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Fortis Group Advisors, LLC | 3 | 3 | 0.13% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Sargent Bickham Lagudis LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 3 |
Orinda Asset Management LLC | 3 | 3 | 3.98% | 5.20% | 7.09% | Q1 2019 | Q3 2019 | 3 |
S.C. Financial Services, Inc. | 2 | 1 | 0.24% | 0.39% | 0.48% | Q4 2021 | Q4 2022 | 3 |
Crestwood Advisors Group, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
ORG Partners LLC | 3 | 3 | 0.65% | 0.93% | 1.16% | Q1 2023 | Q3 2023 | 3 |
SHELTON CAPITAL MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q3 2019 | 3 |
Mendota Financial Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Starfire Investment Advisers, Inc. | 2 | 1 | 0.06% | 0.39% | 1.02% | Q4 2017 | Q4 2019 | 3 |
Richard P Slaughter Associates Inc | 2 | 1 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q4 2021 | 3 |
EnTrust Global Partners Offshore LP | 3 | 3 | 0.81% | 1.59% | 2.11% | Q4 2018 | Q2 2019 | 3 |
ATALANTA SOSNOFF CAPITAL, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q2 2022 | 3 |
FIRETHORN WEALTH PARTNERS, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q2 2021 | 3 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Center for Financial Planning, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q2 2023 | 3 |
SEI TRUST CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
OMERS ADMINISTRATION Corp | 3 | 3 | 0.04% | 0.08% | 0.11% | Q2 2015 | Q4 2015 | 3 |
Qube Research & Technologies Ltd | 2 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Chesley Taft & Associates LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2014 | Q3 2014 | 3 |
Quadrature Capital Ltd | 1 | 1 | 0.09% | 0.23% | 0.47% | Q3 2015 | Q3 2016 | 3 |
Clean Yield Group | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 3 |
DUNCKER STREETT & CO INC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Alhambra Investment Management LLC | 2 | 1 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q4 2021 | 3 |
Shay Capital LLC | 2 | 1 | 0.02% | 1.00% | 2.96% | Q4 2020 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Clarkston Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PGIM Custom Harvest LLC | 2 | 1 | 0.29% | 0.74% | 1.60% | Q4 2020 | Q3 2021 | 3 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.08% | 0.11% | 0.13% | Q1 2016 | Q3 2022 | 3 |
ACG Wealth | 2 | 1 | 0.08% | 0.13% | 0.22% | Q2 2013 | Q1 2014 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2020 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Kozak & Associates, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Affiance Financial, LLC | 3 | 3 | 0.73% | 0.92% | 1.12% | Q4 2014 | Q2 2015 | 3 |
NTB Financial Corp | 3 | 3 | 0.13% | 0.16% | 0.18% | Q4 2021 | Q2 2022 | 3 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 1 | 0.06% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 3 |
ARCH CAPITAL GROUP LTD. | 3 | 3 | 0.51% | 0.61% | 0.74% | Q1 2021 | Q3 2021 | 3 |
Salomon & Ludwin, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Rather & Kittrell, Inc. | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Gruss & Co., LLC | 3 | 3 | 2.74% | 3.82% | 5.20% | Q4 2019 | Q2 2020 | 3 |
HBC Financial Services, PLLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Global X Management CO LLC | 2 | 1 | 0.17% | 0.54% | 0.79% | Q2 2013 | Q3 2015 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
WATER ISLAND CAPITAL LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2019 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 3 | 0.00% | 0.02% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Financial Enhancement Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2020 | 3 |
Trifecta Capital Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
WEST PACES ADVISORS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Insight Wealth Partners, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q4 2020 | 3 |
FIRST CITIZENS BANK & TRUST CO | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2015 | 3 |
SevenBridge Financial Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.19% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Biltmore Capital Advisors LLC | 3 | 3 | 0.44% | 0.94% | 1.41% | Q1 2019 | Q3 2019 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.01% | 0.04% | 0.08% | Q1 2023 | Q3 2023 | 3 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 3 |
SMITH, MOORE & CO. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2020 | 3 |
PRIO WEALTH LIMITED PARTNERSHIP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Maple Capital Management, Inc. | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q2 2019 | 3 |
American Institute for Advanced Investment Management, LLP | 3 | 3 | 0.27% | 0.30% | 0.34% | Q1 2023 | Q3 2023 | 3 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
MAPLELANE CAPITAL, LLC | 2 | 2 | 0.21% | 0.63% | 1.06% | Q1 2015 | Q2 2015 | 3 |
STRATTON MANAGEMENT CO | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q1 2015 | 3 |
State of Tennessee, Treasury Department | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q4 2018 | 3 |
Concorde Financial Corp | 3 | 3 | 1.80% | 2.61% | 3.58% | Q1 2023 | Q3 2023 | 3 |
Forum Financial Management, LP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
ZACKS INVESTMENT MANAGEMENT | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2015 | 3 |
GenTrust, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2018 | Q2 2019 | 3 |
O'Brien Greene & Co. Inc | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Next Capital Management LLC | 2 | 1 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q4 2019 | 3 |
Essex Savings Bank | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
CNA FINANCIAL CORP | 2 | 1 | 0.22% | 0.47% | 0.76% | Q2 2013 | Q4 2015 | 3 |
Cohanzick Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
PRUDENTIAL FINANCIAL INC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 3 |
CMC Financial Group | 3 | 3 | 1.67% | 2.42% | 3.45% | Q1 2022 | Q3 2022 | 3 |
TVR Capital Management LP | 3 | 3 | 7.11% | 9.26% | 10.36% | Q4 2018 | Q2 2019 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HYA Advisors, Inc | 3 | 3 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q2 2020 | 3 |
CNB Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Resurgent Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
1776 Wealth LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q2 2020 | 3 |
P SCHOENFELD ASSET MANAGEMENT LP | 3 | 3 | 0.19% | 0.37% | 0.68% | Q4 2015 | Q2 2016 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
LEUTHOLD GROUP, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2019 | 3 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 3 | 1.02% | 1.48% | 1.84% | Q1 2020 | Q3 2020 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 1.62% | 3.13% | 4.06% | Q3 2019 | Q1 2020 | 3 |
Leap Investments LP | 3 | 3 | 0.10% | 0.19% | 0.32% | Q3 2019 | Q1 2020 | 3 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
Weaver Consulting Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 2 | 1 | 0.31% | 0.63% | 1.09% | Q4 2019 | Q3 2020 | 3 |
Private Ocean, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Asset Allocation Strategies LLC | 2 | 1 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Pflug Koory, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Chicago Capital, LLC | 3 | 3 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
tru Independence LLC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q4 2019 | Q2 2020 | 3 |
NORWOOD FINANCIAL CORP | 3 | 3 | 0.07% | 0.10% | 0.13% | Q1 2023 | Q3 2023 | 3 |
FSC Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Benedetti & Gucer, Inc. | 3 | 3 | 0.18% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
Merewether Investment Management, LP | 3 | 3 | 0.73% | 0.80% | 0.89% | Q3 2022 | Q1 2023 | 3 |
Savant Capital, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Spectrum Management Group, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 3 |
Visium Asset Management, LP | 3 | 3 | 0.07% | 0.19% | 0.40% | Q4 2015 | Q2 2016 | 3 |
McAdams Wright Ragen, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2014 | 3 |
Coastal Bridge Advisors, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2019 | Q2 2020 | 3 |
Lion Street Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.18% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 3 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q3 2021 | 3 |
Clarius Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.15% | 0.34% | 0.58% | Q1 2016 | Q3 2016 | 3 |
Banco Santander, S.A. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Banco BTG Pactual S.A. | 3 | 3 | 0.06% | 0.14% | 0.25% | Q3 2021 | Q1 2022 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.33% | 0.45% | 0.56% | Q1 2023 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.12% | 0.16% | 0.20% | Q4 2020 | Q2 2021 | 3 |
JBF Capital, Inc. | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Gen IV Investment Opportunities, LLC | 3 | 3 | 3.36% | 6.02% | 9.67% | Q1 2017 | Q3 2017 | 3 |
Tevis Investment Management | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.23% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
MIDDLETON & CO INC/MA | 3 | 3 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q4 2013 | 3 |
PFG Investments, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Trust Co | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 3 |
Alden Global Capital LLC | 3 | 3 | 0.81% | 2.07% | 3.69% | Q1 2023 | Q3 2023 | 3 |
CHASE INVESTMENT COUNSEL CORP | 3 | 3 | 0.35% | 0.44% | 0.53% | Q1 2023 | Q3 2023 | 3 |
COWA, LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.08% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 3 |
Kazazian Asset Management, LLC | 3 | 3 | 0.18% | 0.20% | 0.23% | Q1 2019 | Q3 2019 | 3 |
SCOTIA CAPITAL INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 3 |
United Asset Strategies, Inc. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 3 |
Warther Private Wealth, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q2 2023 | 3 |
Bouchey Financial Group Ltd | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 3 |
Greystone Financial Group, LLC | 3 | 3 | 1.01% | 1.34% | 1.82% | Q1 2023 | Q3 2023 | 3 |
CMT Asset Management Ltd | 3 | 3 | 0.04% | 0.07% | 0.13% | Q4 2015 | Q2 2016 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Beirne Wealth Consulting Services, LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q1 2019 | Q2 2020 | 2 |
Capstone Financial Group, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q2 2020 | 2 |
WPWealth LLP | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Loveless Wealth Management LLC | 2 | 2 | 0.06% | 0.11% | 0.15% | Q4 2019 | Q1 2020 | 2 |
Gray Wealth Management Inc. | 2 | 2 | 0.10% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Callan Capital, LLC | 1 | 1 | 0.02% | 0.05% | 0.08% | Q1 2023 | Q3 2023 | 2 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q3 2014 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.23% | 0.23% | 0.24% | Q3 2022 | Q4 2022 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 2 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.12% | 0.17% | 0.22% | Q1 2015 | Q3 2016 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2018 | 2 |
I.G. INVESTMENT MANAGEMENT, LTD. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q3 2019 | Q4 2019 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 2 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.02% | 0.06% | 0.10% | Q4 2015 | Q4 2017 | 2 |
Valmark Advisers, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 0.55% | 0.60% | 0.65% | Q2 2023 | Q3 2023 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Trilogy Capital Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
NORTHWEST WEALTH MANAGEMENT, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q1 2019 | 2 |
Naviter Wealth, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Quadrature Capital LLP | 2 | 2 | 0.73% | 0.84% | 0.96% | Q1 2015 | Q2 2015 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q2 2022 | 2 |
Verger Capital Management LLC | 2 | 2 | 0.73% | 0.74% | 0.74% | Q4 2022 | Q1 2023 | 2 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 2 |
Boston Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 2 |
WHITE PINE CAPITAL LLC | 2 | 2 | 0.09% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
LOOMIS SAYLES & CO L P | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
PERRY CAPITAL | 2 | 2 | 2.32% | 2.78% | 3.25% | Q3 2015 | Q4 2015 | 2 |
EXANE DERIVATIVES | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Ionic Capital Management LLC | 1 | 1 | 0.01% | 0.09% | 0.18% | Q2 2013 | Q1 2016 | 2 |
Birch Capital Management, LLC | 1 | 1 | 0.08% | 0.33% | 0.59% | Q1 2020 | Q3 2023 | 2 |
FolioMetrix LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q1 2015 | 2 |
NATIXIS ADVISORS, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
YHB Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Keel Point, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.48% | 0.58% | 0.68% | Q4 2014 | Q1 2015 | 2 |
Trafelet Capital Management, L.P. | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2017 | Q3 2017 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.11% | 0.43% | 0.75% | Q3 2014 | Q4 2014 | 2 |
KB FINANCIAL PARTNERS, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Paragon Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
FIRST NEW YORK SECURITIES LLC /NY | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 2 |
AMG National Trust Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PHILADELPHIA TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
ASSET MANAGEMENT CORP /IL/ /ADV | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2020 | 2 |
Kanen Wealth Management LLC | 2 | 2 | 1.52% | 1.57% | 1.62% | Q3 2022 | Q4 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q4 2022 | 2 |
STALEY CAPITAL ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Syntal Capital Partners, LLC | 1 | 1 | 0.04% | 0.09% | 0.14% | Q1 2019 | Q3 2019 | 2 |
Tradeworx Inc. | 1 | 1 | 0.38% | 0.44% | 0.50% | Q1 2014 | Q3 2014 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q4 2017 | 2 |
Summit Equities Inc | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2014 | Q2 2014 | 2 |
VIKING GLOBAL INVESTORS LP | 2 | 2 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q4 2015 | 2 |
Capital Markets Trading UK LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
WMS Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q2 2015 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 2 |
Cheyne Capital Management (UK) LLP | 2 | 2 | 0.33% | 0.40% | 0.46% | Q1 2015 | Q2 2015 | 2 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 1 | 1 | 0.11% | 1.79% | 3.48% | Q2 2014 | Q1 2020 | 2 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 2 |
FIRST HAWAIIAN BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Locust Wood Capital Advisers | 1 | 1 | 0.03% | 0.18% | 0.34% | Q1 2015 | Q2 2022 | 2 |
SYM FINANCIAL Corp | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
SCOGGIN MANAGEMENT LP | 2 | 2 | 0.86% | 0.93% | 0.99% | Q4 2015 | Q1 2016 | 2 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q2 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 2 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.07% | 0.13% | Q4 2019 | Q3 2020 | 2 |
Hutchin Hill Capital, LP | 2 | 2 | 0.21% | 0.45% | 0.68% | Q4 2015 | Q1 2016 | 2 |
MATTERN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Point View Wealth Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q4 2020 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
HOWARD HUGHES MEDICAL INSTITUTE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.17% | 0.25% | 0.33% | Q2 2013 | Q2 2013 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
MARCO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SII INVESTMENTS INC/WI | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
Kestra Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Live Your Vision, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
QUEST CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
One Charles Private Wealth Services, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q4 2020 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 2 |
Hartree Partners, LP | 1 | 1 | 3.20% | 4.13% | 5.06% | Q2 2019 | Q4 2019 | 2 |
Truvvo Partners LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Airain ltd | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2013 | Q1 2014 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
FFT WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.19% | 0.37% | Q4 2015 | Q2 2021 | 2 |
TAM Capital Management Inc. | 1 | 1 | 10.31% | 13.81% | 17.32% | Q4 2018 | Q4 2019 | 2 |
PBMares Wealth Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q1 2023 | 2 |
COASTLAND CAPITAL LLC | 2 | 2 | 0.53% | 0.56% | 0.60% | Q1 2016 | Q2 2016 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 0.08% | 5.25% | 10.42% | Q3 2018 | Q4 2018 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.52% | 0.53% | 0.54% | Q2 2013 | Q3 2013 | 2 |
55I, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
MYDA Advisors LLC | 2 | 2 | 0.09% | 0.83% | 1.58% | Q4 2019 | Q1 2020 | 2 |
TFS CAPITAL LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q2 2016 | 2 |
Municipal Employees' Retirement System of Michigan | 2 | 2 | 0.29% | 0.38% | 0.46% | Q4 2018 | Q1 2019 | 2 |
Golden Green, Inc. | 1 | 1 | 0.46% | 0.85% | 1.25% | Q3 2023 | Q3 2023 | 2 |
Douglas C. Lane & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
SG Capital Management LLC | 2 | 2 | 1.45% | 1.52% | 1.59% | Q2 2022 | Q3 2022 | 2 |
PrairieView Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 2 |
FrontFour Capital Group LLC | 2 | 2 | 0.09% | 0.11% | 0.14% | Q4 2015 | Q1 2016 | 2 |
NBT BANK N A /NY | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
Bernardo Wealth Planning LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q3 2020 | 2 |
BlackRock Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q1 2021 | 2 |
NEW SOUTH CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
FSA Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
CoreCommodity Management, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2023 | 2 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.02% | 0.31% | 0.60% | Q4 2021 | Q2 2022 | 2 |
Rinet Co LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q2 2021 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Landsberg, Bennett, & Dubbaneh LLC | 1 | 1 | 0.12% | 0.15% | 0.18% | Q4 2018 | Q4 2019 | 2 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2018 | Q1 2019 | 2 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2014 | Q1 2015 | 2 |
MCDONALD PARTNERS LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DIMENSION CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
ACT CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.78% | 1.86% | 1.95% | Q2 2022 | Q3 2022 | 2 |
Cooper Financial Group | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Invenomic Capital Management LP | 2 | 2 | 0.07% | 0.24% | 0.40% | Q3 2022 | Q4 2022 | 2 |
MAPLE SECURITIES USA INC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2015 | Q2 2015 | 2 |
SteelPeak Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 2 |
Timber Creek Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Cornerstone Wealth Group, LLC | 2 | 2 | 0.62% | 0.64% | 0.66% | Q1 2019 | Q2 2019 | 2 |
Intersect Capital LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2014 | Q1 2015 | 2 |
NICOLET ADVISORY SERVICES, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Beacon Pointe Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2021 | Q2 2021 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Sabal Trust CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Delap Wealth Advisory, LLC | 1 | 1 | 0.15% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Cornell Pochily Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q2 2019 | 2 |
Fondren Management LP | 1 | 1 | 0.37% | 0.51% | 0.66% | Q1 2019 | Q4 2019 | 2 |
Acrospire Investment Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
F3Logic, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q1 2019 | Q2 2019 | 2 |
Rossmore Private Capital | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Astoria Portfolio Advisors LLC. | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q4 2022 | 2 |
Smart Portfolios, LLC | 2 | 2 | 0.22% | 0.27% | 0.32% | Q1 2022 | Q2 2022 | 2 |
Ellsworth Advisors, LLC | 2 | 2 | 0.21% | 0.27% | 0.33% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Smith Affiliated Capital Corp. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2013 | Q2 2013 | 2 |
Addison Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Regis Management CO LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Personal Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
Third Point | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2015 | Q1 2015 | 1 |
Altman Advisors, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2017 | Q4 2017 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2018 | Q4 2018 | 1 |
Baugh & Associates, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2017 | Q3 2017 | 1 |
Adero Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Marks Group Wealth Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
HOHIMER WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Holistic Financial Partners | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
Private Wealth Strategies, L.L.C. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Requisite Energy Fund I LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
AFT, FORSYTH & COMPANY, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2015 | Q4 2015 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TFG Advisers LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
AWM CAPITAL, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2021 | Q3 2021 | 1 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
EVERETT HARRIS & CO /CA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Geller Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2014 | Q3 2014 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Beech Hill Advisors, Inc. | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2015 | Q4 2015 | 1 |
Centenus Global Management, LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2018 | Q1 2018 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
AM INVESTMENT STRATEGIES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Deep Basin Capital LP | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2020 | Q3 2020 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
XTX MARKETS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TEALWOOD ASSET MANAGEMENT INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MCIA Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Lorber David A | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Peak Capital Management LLC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q1 2019 | Q1 2019 | 1 |
Jordan Park Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CMG Global Holdings, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
BlueSky Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Alterity Financial Group, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Counterpoint Mutual Funds LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
IBERIABANK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CYPRESS ASSET MANAGEMENT INC/TX | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
DF DENT & CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Perennial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ShoreHaven Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
NVWM, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
Robbins Farley | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Flinton Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Rollins Financial | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Forward Management, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2016 | Q4 2016 | 1 |
SONA ASSET MANAGEMENT (US) LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Elkfork Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BOW STREET LLC | 1 | 1 | 1.97% | 1.97% | 1.97% | Q2 2014 | Q2 2014 | 1 |
Prentice Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
OFI Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2012 | Q1 2012 | 1 |
Guidant Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Level Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Derbend Asset Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
ALPINE ASSOCIATES MANAGEMENT INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Traynor Capital Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ML & R WEALTH MANAGEMENT LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2023 | Q2 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Grove Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Diversified Investment Strategies, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
JMAC ENTERPRISES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Eagle Strategies LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q4 2021 | Q4 2021 | 1 |
AIRE ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
YARGER WEALTH STRATEGIES, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2023 | Q1 2023 | 1 |
Troluce Capital Advisors LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q3 2023 | Q3 2023 | 1 |
Oceanic Investment Management LTD | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2015 | Q4 2015 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Carroll Investors, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TCM Advisors, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2023 | Q2 2023 | 1 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
Key Client Fiduciary Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
Jeereddi Investments, LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Copeland Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Long Oar Global Investors, LLC | 1 | 1 | 6.70% | 6.70% | 6.70% | Q2 2014 | Q2 2014 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Sandell Asset Management Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2019 | Q2 2019 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TCG Advisors, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
LBMC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Benefit Street Partners LLC | 1 | 1 | 4.26% | 4.26% | 4.26% | Q4 2018 | Q4 2018 | 1 |
ICONIQ Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2015 | Q3 2015 | 1 |
Reliant Investment Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
LMG Wealth Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bray Capital Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2016 | Q3 2016 | 1 |
Tiger Eye Capital LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2016 | Q2 2016 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Hillview Capital Advisors, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2015 | Q3 2015 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PYRRHO CAPITAL MANAGEMENT, LP | 1 | 1 | 2.58% | 2.58% | 2.58% | Q4 2014 | Q4 2014 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
S. MUOIO & CO. LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q2 2016 | Q2 2016 | 1 |
KGH Ltd | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2015 | Q1 2015 | 1 |
Coatue Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2015 | Q4 2015 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2020 | Q1 2020 | 1 |
Greenwich Investment Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2014 | Q2 2014 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
MUHLENKAMP & CO INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
DIMENSIONAL FUND ADVISORS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Saltoro Capital, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RHUMBLINE ADVISERS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2014 | Q3 2014 | 1 |
NumerixS Investment Technologies Inc | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2015 | Q3 2015 | 1 |
MACKAY SHIELDS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Horizon Kinetics | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Probabilities Fund Management, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2018 | Q4 2018 | 1 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
361 CAPITAL LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2016 | Q2 2016 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
BARD ASSOCIATES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Grisanti Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
ARS Investment Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
PRICE MICHAEL F | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
DRW Securities, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2015 | Q3 2015 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Smith, Salley & Associates | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
KIRR MARBACH & CO LLC /IN/ | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
ACCOUNT MANAGEMENT LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q3 2015 | Q3 2015 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Malaga Cove Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Claren Road Asset Management, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2014 | Q4 2014 | 1 |
LUZICH PARTNERS LLC | 1 | 1 | 6.30% | 6.30% | 6.30% | Q4 2016 | Q4 2016 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 2.28% | 2.28% | 2.28% | Q4 2018 | Q4 2018 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
GAMBLE JONES INVESTMENT COUNSEL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2019 | Q3 2019 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
Capula Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Rench Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
EVERMAY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BBVA USA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2015 | Q1 2015 | 1 |
MARK MORRIS ET AL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Center Coast Capital Advisors, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Baupost Group | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2020 | Q1 2020 | 1 |
St. James Investment Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Aristides Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
JABODON PT CO | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2018 | Q4 2018 | 1 |
AT Bancorp | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Merit Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Samjo Capital LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2016 | Q2 2016 | 1 |
ASSET ADVISORS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Artemis Investment Management LLP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2016 | Q4 2016 | 1 |
AMARILLO NATIONAL BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MCKINLEY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2015 | Q2 2015 | 1 |
Lomas Capital Management, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2019 | Q4 2019 | 1 |
Parametrica Management Ltd | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2020 | Q1 2020 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Douglass Winthrop Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trellus Management Company, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2015 | Q4 2015 | 1 |
BALASA DINVERNO & FOLTZ LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Watson Rebecca | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Wealthfront Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Timber Hill LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
CONNORS INVESTOR SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
New World Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Plaisance Capital LLC | 1 | 1 | 3.98% | 3.98% | 3.98% | Q1 2020 | Q1 2020 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Longbow Capital Partners, L.P. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2013 | Q3 2013 | 1 |
Soviero Asset Management, LP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2021 | Q1 2021 | 1 |
Belvedere Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2019 | Q1 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Andesa Financial Management Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2015 | Q1 2015 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q1 2021 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BINGHAM OSBORN & SCARBOROUGH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2015 | Q4 2015 | 1 |
WT Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Weil Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
VISTA INVESTMENT MANAGEMENT | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
Olympiad Research LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Elliott Investment Management L.P. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2023 | Q2 2023 | 1 |
MATRIX ASSET ADVISORS INC/NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own ENERGY TRANSFER LP or have owned ENERGY TRANSFER LP in the past.