Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 125 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.11% | 0.45% | Q1 2012 | Q3 2023 | 108 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 104 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 101 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 99 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.56% | Q4 2015 | Q3 2023 | 93 |
Citadel Advisors | 30 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 90 |
WOLVERINE TRADING, LLC | 30 | 30 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2023 | 88 |
UBS Group AG | 36 | 36 | 0.00% | 0.09% | 0.55% | Q4 2014 | Q3 2023 | 87 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q3 2023 | 87 |
Parallax Volatility Advisers, L.P. | 17 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 86 |
JANE STREET GROUP, LLC | 31 | 1 | 0.00% | 0.01% | 0.07% | Q1 2014 | Q3 2023 | 85 |
HAP Trading, LLC | 32 | 1 | 0.00% | 0.03% | 0.30% | Q4 2013 | Q3 2023 | 76 |
HSBC HOLDINGS PLC | 36 | 1 | 0.00% | 0.02% | 0.24% | Q1 2012 | Q3 2023 | 71 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 69 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 64 |
Nuveen Asset Management, LLC | 42 | 42 | 0.00% | 0.10% | 0.60% | Q2 2013 | Q3 2023 | 60 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 59 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.04% | 0.14% | Q1 2009 | Q3 2023 | 59 |
Creative Planning | 42 | 42 | 0.00% | 0.42% | 1.16% | Q2 2013 | Q3 2023 | 53 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.18% | 0.65% | Q2 2013 | Q3 2023 | 52 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.04% | 0.25% | Q2 2013 | Q2 2018 | 51 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q3 2023 | 50 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.09% | 0.43% | Q2 2013 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.02% | 0.06% | 0.16% | Q4 2010 | Q3 2022 | 48 |
Pekin Hardy Strauss, Inc. | 43 | 43 | 0.01% | 0.17% | 0.62% | Q1 2013 | Q3 2023 | 48 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.11% | 0.32% | Q2 2013 | Q3 2023 | 47 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 42 | 42 | 0.00% | 4.06% | 8.31% | Q2 2013 | Q3 2023 | 47 |
CREDIT SUISSE AG/ | 39 | 39 | 0.00% | 0.08% | 0.25% | Q1 2013 | Q3 2022 | 47 |
MCF Advisors LLC | 40 | 7 | 0.02% | 0.12% | 0.31% | Q4 2011 | Q3 2023 | 47 |
DEUTSCHE BANK AG\ | 41 | 41 | 0.00% | 0.20% | 0.77% | Q3 2013 | Q3 2023 | 47 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.06% | 0.50% | 1.36% | Q2 2010 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.03% | 0.06% | Q4 2012 | Q3 2023 | 44 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 42 | 42 | 0.12% | 8.62% | 11.73% | Q2 2013 | Q3 2023 | 44 |
Heronetta Management, L.P. | 44 | 44 | 11.80% | 14.13% | 15.60% | Q4 2012 | Q3 2023 | 44 |
PALISADE CAPITAL MANAGEMENT, LP | 44 | 44 | 0.04% | 0.08% | 0.15% | Q4 2012 | Q3 2023 | 44 |
Bank of New York Mellon Corp | 43 | 43 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 44 |
Norman Fields, Gottscho Capital Management, LLC | 44 | 44 | 0.13% | 0.93% | 3.08% | Q1 2013 | Q4 2023 | 44 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 44 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 43 | 43 | 0.71% | 0.94% | 1.34% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
ING GROEP NV | 43 | 43 | 0.00% | 2.24% | 8.81% | Q1 2013 | Q3 2023 | 43 |
Russell Investments Group, Ltd. | 28 | 28 | 0.00% | 0.04% | 0.15% | Q4 2016 | Q3 2023 | 43 |
Joel Isaacson & Co., LLC | 32 | 11 | 0.04% | 0.17% | 0.37% | Q4 2012 | Q3 2023 | 43 |
TIEDEMANN ADVISORS, LLC | 42 | 42 | 0.00% | 3.04% | 9.56% | Q2 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.05% | 0.35% | 0.78% | Q4 2012 | Q2 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.07% | 0.18% | Q1 2013 | Q3 2023 | 43 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 0.23% | 0.62% | 1.06% | Q1 2013 | Q3 2023 | 43 |
Linscomb & Williams, Inc. | 42 | 42 | 0.01% | 0.36% | 0.67% | Q2 2013 | Q3 2023 | 43 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.52% | 1.22% | Q2 2013 | Q3 2023 | 43 |
BALDWIN BROTHERS LLC/MA | 43 | 43 | 0.54% | 1.52% | 2.78% | Q2 2013 | Q4 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.03% | 0.13% | 0.30% | Q1 2013 | Q3 2023 | 43 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.16% | 0.52% | 1.18% | Q2 2013 | Q4 2023 | 43 |
BEACH INVESTMENT COUNSEL INC/PA | 35 | 8 | 4.02% | 6.20% | 8.19% | Q1 2013 | Q4 2023 | 43 |
ALBERT D MASON INC | 43 | 43 | 0.88% | 1.44% | 2.29% | Q2 2013 | Q4 2023 | 43 |
SALEM INVESTMENT COUNSELORS INC | 42 | 42 | 0.19% | 0.60% | 1.08% | Q2 2013 | Q3 2023 | 42 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 42 | 42 | 0.04% | 0.31% | 1.21% | Q2 2013 | Q3 2023 | 42 |
A. D. Beadell Investment Counsel, Inc. | 42 | 42 | 1.04% | 2.11% | 5.01% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
DELTA ASSET MANAGEMENT LLC/TN | 42 | 42 | 0.03% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
BRIDGES INVESTMENT MANAGEMENT INC | 42 | 42 | 0.03% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Financial Management Professionals, Inc. | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
JFS WEALTH ADVISORS, LLC | 42 | 42 | 0.28% | 1.37% | 4.39% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.03% | 0.31% | 0.90% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.05% | 0.31% | 1.02% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WMS Partners, LLC | 42 | 42 | 0.03% | 0.87% | 2.39% | Q2 2013 | Q3 2023 | 42 |
Morningstar Investment Services LLC | 42 | 42 | 0.03% | 0.19% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Narwhal Capital Management | 42 | 42 | 0.03% | 0.37% | 0.82% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Reynders McVeigh Capital Management, LLC | 42 | 42 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Hollow Brook Wealth Management LLC | 42 | 42 | 1.83% | 4.68% | 9.38% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.03% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Private Harbour Investment Management & Counsel, LLC | 42 | 42 | 0.26% | 1.00% | 1.76% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.12% | 0.25% | 0.36% | Q2 2013 | Q3 2023 | 42 |
Eagle Ridge Investment Management | 42 | 42 | 0.03% | 0.19% | 0.48% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
ENTERPRISE FINANCIAL SERVICES CORP | 42 | 42 | 0.02% | 0.15% | 0.40% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 42 | 42 | 0.91% | 1.92% | 7.66% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.14% | 0.67% | 1.88% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 42 | 42 | 0.78% | 2.81% | 3.83% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.08% | 0.33% | 0.63% | Q2 2013 | Q3 2023 | 42 |
Cohen Capital Management, Inc. | 42 | 42 | 1.33% | 2.35% | 3.54% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
ATWOOD & PALMER INC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 0.02% | 0.08% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Renaissance Investment Group LLC | 42 | 42 | 1.31% | 3.16% | 6.12% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.08% | 0.18% | 0.28% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.02% | 0.26% | 0.71% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.06% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.31% | 0.58% | 0.86% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
DF DENT & CO INC | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Tufton Capital Management | 42 | 42 | 0.47% | 1.00% | 2.02% | Q2 2013 | Q3 2023 | 42 |
WealthTrust Axiom LLC | 42 | 42 | 0.19% | 0.26% | 0.33% | Q2 2013 | Q3 2023 | 42 |
GARRISON BRADFORD & ASSOCIATES INC | 42 | 42 | 0.72% | 3.12% | 6.18% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.01% | 0.10% | 0.43% | Q2 2013 | Q3 2023 | 42 |
CHILTON CAPITAL MANAGEMENT LLC | 42 | 42 | 0.21% | 0.36% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.03% | 0.28% | 0.93% | Q2 2013 | Q3 2023 | 42 |
UMB Bank, n.a. | 42 | 42 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q1 2017 | 42 |
MACQUARIE GROUP LTD | 42 | 42 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 42 | 42 | 0.64% | 0.88% | 1.20% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Pinnacle Holdings, LLC | 42 | 42 | 0.41% | 1.00% | 1.46% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.02% | 0.16% | 0.34% | Q2 2013 | Q3 2023 | 42 |
AR ASSET MANAGEMENT INC | 42 | 42 | 0.35% | 0.69% | 1.20% | Q2 2013 | Q3 2023 | 42 |
MARCO INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.28% | 1.28% | 1.99% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cutter & CO Brokerage, Inc. | 42 | 42 | 1.04% | 2.41% | 5.11% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Callahan Advisors, LLC | 42 | 42 | 0.05% | 0.18% | 0.39% | Q2 2013 | Q3 2023 | 42 |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.01% | 0.07% | 0.38% | Q2 2013 | Q3 2023 | 42 |
BOURGEON CAPITAL MANAGEMENT LLC | 42 | 42 | 0.33% | 1.15% | 2.22% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.10% | 0.24% | 0.55% | Q2 2013 | Q3 2023 | 42 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 42 | 42 | 0.23% | 1.01% | 3.06% | Q2 2013 | Q3 2023 | 42 |
GOULD ASSET MANAGEMENT LLC /CA/ | 42 | 42 | 0.08% | 0.26% | 0.74% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
MOODY NATIONAL BANK TRUST DIVISION | 42 | 42 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 42 |
Energy Income Partners, LLC | 42 | 42 | 5.64% | 8.52% | 11.28% | Q2 2013 | Q3 2023 | 42 |
CASTLEARK MANAGEMENT LLC | 42 | 42 | 0.11% | 0.39% | 0.66% | Q2 2013 | Q3 2023 | 42 |
PENN DAVIS MCFARLAND INC | 42 | 42 | 4.36% | 7.79% | 10.43% | Q2 2013 | Q3 2023 | 42 |
CHATHAM CAPITAL GROUP, INC. | 42 | 42 | 0.32% | 0.87% | 1.95% | Q2 2013 | Q3 2023 | 42 |
NOVARE CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 2.12% | 6.80% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.14% | 0.28% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Aull & Monroe Investment Management Corp | 42 | 42 | 0.35% | 0.60% | 0.90% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Adams Asset Advisors, LLC | 42 | 42 | 0.25% | 0.61% | 0.89% | Q2 2013 | Q3 2023 | 42 |
MILLER HOWARD INVESTMENTS INC /NY | 42 | 42 | 1.10% | 4.75% | 9.38% | Q2 2013 | Q3 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.01% | 0.37% | 1.01% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.07% | 0.90% | Q2 2013 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 0.03% | 0.17% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Partners Group Holding AG | 42 | 42 | 0.05% | 0.81% | 3.95% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.02% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
EAGLE GLOBAL ADVISORS LLC | 42 | 42 | 1.97% | 5.53% | 8.48% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.08% | 0.24% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.02% | 0.12% | 0.32% | Q2 2013 | Q3 2023 | 42 |
ADELL HARRIMAN & CARPENTER INC | 42 | 42 | 0.48% | 1.82% | 3.33% | Q2 2013 | Q3 2023 | 42 |
ALPS ADVISORS INC | 42 | 42 | 4.89% | 7.02% | 8.62% | Q2 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.02% | 0.14% | 0.44% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.26% | 0.56% | 0.97% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
DIVIDEND ASSETS CAPITAL, LLC | 42 | 42 | 1.82% | 3.58% | 7.10% | Q2 2013 | Q3 2023 | 42 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.03% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.05% | 0.20% | 0.54% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.05% | 0.15% | 0.41% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.06% | 0.24% | 0.71% | Q2 2013 | Q3 2023 | 42 |
Hilton Capital Management, LLC | 42 | 42 | 0.28% | 3.50% | 9.60% | Q2 2013 | Q3 2023 | 42 |
Prospera Financial Services Inc | 42 | 42 | 0.02% | 0.16% | 0.40% | Q2 2013 | Q3 2023 | 42 |
DAVIS R M INC | 42 | 42 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Verity & Verity, LLC | 42 | 42 | 0.27% | 0.89% | 1.61% | Q2 2013 | Q3 2023 | 42 |
Hardman Johnston Global Advisors LLC | 42 | 42 | 0.12% | 0.31% | 0.60% | Q2 2013 | Q3 2023 | 42 |
DEARBORN PARTNERS LLC | 42 | 42 | 0.01% | 0.09% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Strategic Advisors LLC | 42 | 42 | 0.08% | 0.46% | 0.90% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.04% | 0.14% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Hartford Financial Management Inc. | 42 | 42 | 0.18% | 0.49% | 0.86% | Q2 2013 | Q3 2023 | 42 |
EVERGREEN CAPITAL MANAGEMENT LLC | 42 | 42 | 0.99% | 2.41% | 4.61% | Q2 2013 | Q3 2023 | 42 |
CRAWFORD INVESTMENT COUNSEL INC | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 42 | 42 | 0.02% | 0.14% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Private Capital Advisors, Inc. | 42 | 42 | 1.66% | 2.54% | 3.40% | Q2 2013 | Q3 2023 | 42 |
CHICKASAW CAPITAL MANAGEMENT LLC | 42 | 42 | 2.53% | 7.72% | 11.41% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 42 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 42 | 42 | 0.08% | 0.32% | 0.85% | Q2 2013 | Q3 2023 | 42 |
TOWER BRIDGE ADVISORS | 42 | 42 | 0.31% | 0.61% | 0.99% | Q2 2013 | Q3 2023 | 42 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 42 | 42 | 0.12% | 0.32% | 0.55% | Q2 2013 | Q3 2023 | 42 |
PERRITT CAPITAL MANAGEMENT INC | 42 | 42 | 0.08% | 0.15% | 0.35% | Q2 2013 | Q3 2023 | 42 |
BLACKHILL CAPITAL INC | 42 | 42 | 0.28% | 0.72% | 1.34% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.13% | 0.42% | 0.84% | Q2 2013 | Q3 2023 | 42 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 42 | 42 | 3.91% | 7.03% | 8.80% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.15% | 0.38% | 0.71% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.02% | 0.16% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Baldwin Investment Management, LLC | 42 | 42 | 0.60% | 0.88% | 1.14% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Estabrook Capital Management | 42 | 42 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Advisors Asset Management, Inc. | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Cypress Capital Group | 42 | 42 | 0.04% | 0.34% | 1.01% | Q2 2013 | Q3 2023 | 42 |
Avenir Corp | 42 | 42 | 0.21% | 0.38% | 0.56% | Q2 2013 | Q3 2023 | 42 |
SeaBridge Investment Advisors LLC | 42 | 42 | 0.31% | 0.47% | 0.88% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.38% | 0.68% | 1.05% | Q2 2013 | Q3 2023 | 42 |
Epoch Investment Partners, Inc. | 42 | 42 | 0.32% | 0.53% | 0.74% | Q2 2013 | Q3 2023 | 42 |
Gilman Hill Asset Management, LLC | 42 | 42 | 1.03% | 1.45% | 2.13% | Q2 2013 | Q3 2023 | 42 |
Bollard Group LLC | 42 | 42 | 0.63% | 1.92% | 4.84% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 1.61% | 3.45% | 7.52% | Q2 2013 | Q3 2023 | 42 |
Segment Wealth Management, LLC | 42 | 42 | 0.23% | 1.52% | 3.02% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Rothschild Capital Partners, LLC | 42 | 42 | 1.36% | 2.73% | 4.69% | Q2 2013 | Q3 2023 | 42 |
Edgemoor Investment Advisors, Inc. | 42 | 42 | 0.64% | 0.89% | 1.24% | Q2 2013 | Q3 2023 | 42 |
Oxbow Advisors, LLC | 42 | 42 | 0.64% | 2.71% | 6.32% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.05% | 0.22% | 0.61% | Q2 2013 | Q3 2023 | 42 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 42 | 42 | 0.14% | 0.27% | 0.73% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 29 | 12 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.03% | 0.08% | 0.17% | Q2 2013 | Q2 2023 | 41 |
WEATHERLY ASSET MANAGEMENT L. P. | 27 | 14 | 0.03% | 0.13% | 0.32% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 41 |
MARK ASSET MANAGEMENT LP | 41 | 41 | 0.06% | 0.14% | 0.23% | Q3 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.13% | 0.43% | Q4 2013 | Q3 2023 | 41 |
ArchPoint Investors | 32 | 9 | 0.00% | 0.87% | 1.93% | Q2 2013 | Q3 2023 | 41 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 31 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 41 |
First Horizon Advisors, Inc. | 41 | 41 | 0.01% | 0.04% | 0.12% | Q3 2013 | Q3 2023 | 41 |
Bridgecreek Investment Management, LLC | 41 | 41 | 0.06% | 0.57% | 1.25% | Q3 2013 | Q3 2023 | 41 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 41 | 41 | 0.36% | 0.49% | 0.64% | Q3 2013 | Q3 2023 | 41 |
Raymond James Financial Services Advisors, Inc. | 22 | 19 | 0.09% | 0.32% | 1.23% | Q2 2013 | Q3 2023 | 41 |
BEACON FINANCIAL GROUP | 41 | 41 | 0.04% | 0.13% | 0.30% | Q3 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.18% | 0.56% | 1.06% | Q3 2013 | Q4 2023 | 41 |
Aviance Capital Partners, LLC | 33 | 8 | 0.03% | 0.40% | 1.06% | Q2 2013 | Q3 2023 | 41 |
FAYEZ SAROFIM & CO | 40 | 1 | 1.05% | 2.23% | 3.13% | Q2 2013 | Q3 2023 | 41 |
ARS Investment Partners, LLC | 28 | 13 | 0.26% | 1.71% | 5.74% | Q2 2013 | Q3 2023 | 41 |
WESTWOOD HOLDINGS GROUP INC | 34 | 7 | 0.00% | 0.76% | 1.41% | Q2 2013 | Q3 2023 | 41 |
Johnson Financial Group, Inc. | 40 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.09% | 0.29% | Q3 2013 | Q3 2023 | 41 |
Van Cleef Asset Management,Inc | 30 | 11 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 41 |
RR Advisors, LLC | 23 | 17 | 0.28% | 7.87% | 19.24% | Q2 2013 | Q3 2023 | 41 |
FARMERS & MERCHANTS INVESTMENTS INC | 26 | 15 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 41 |
HM PAYSON & CO | 22 | 19 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 41 |
STEEL GROVE CAPITAL ADVISORS, LLC | 35 | 6 | 0.43% | 1.98% | 4.35% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q2 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.10% | 0.35% | 0.75% | Q2 2013 | Q3 2023 | 41 |
Diversified Trust Co | 37 | 1 | 0.01% | 0.24% | 0.76% | Q2 2013 | Q4 2023 | 41 |
Janney Montgomery Scott LLC | 30 | 11 | 0.04% | 0.15% | 0.57% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
MIDDLETON & CO INC/MA | 24 | 4 | 0.03% | 0.08% | 0.31% | Q2 2013 | Q3 2023 | 40 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 40 |
HighTower Trust Company, N.A. | 40 | 40 | 0.05% | 1.67% | 2.83% | Q2 2013 | Q1 2023 | 40 |
CONNING INC. | 40 | 40 | 0.01% | 0.32% | 0.83% | Q4 2013 | Q3 2023 | 40 |
Silver Lake Advisory, LLC | 40 | 40 | 0.42% | 0.82% | 1.41% | Q4 2013 | Q3 2023 | 40 |
ASSOCIATED BANC-CORP | 40 | 40 | 0.02% | 0.18% | 0.36% | Q4 2013 | Q3 2023 | 40 |
Loudon Investment Management, LLC | 40 | 40 | 1.11% | 3.03% | 4.56% | Q4 2013 | Q3 2023 | 40 |
CLEAR STREET MARKETS LLC | 13 | 1 | 0.00% | 0.12% | 0.90% | Q3 2013 | Q3 2023 | 40 |
HOWE & RUSLING INC | 38 | 2 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.15% | 0.65% | 1.94% | Q4 2013 | Q3 2023 | 40 |
BECK MACK & OLIVER LLC | 25 | 6 | 0.01% | 1.14% | 2.16% | Q2 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.02% | 0.12% | 0.33% | Q4 2013 | Q3 2023 | 40 |
EVERMAY WEALTH MANAGEMENT LLC | 40 | 40 | 0.06% | 0.24% | 0.91% | Q4 2013 | Q3 2023 | 40 |
Kovack Advisors, Inc. | 30 | 7 | 0.00% | 0.22% | 1.13% | Q4 2013 | Q3 2023 | 40 |
Avalon Investment & Advisory | 40 | 40 | 0.11% | 0.81% | 1.96% | Q2 2013 | Q1 2023 | 40 |
E&G Advisors, LP | 40 | 40 | 0.30% | 0.86% | 1.62% | Q4 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2023 | 40 |
North Star Investment Management Corp. | 39 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 40 |
Smithfield Trust Co | 40 | 40 | 0.00% | 0.02% | 0.06% | Q4 2013 | Q3 2023 | 40 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 40 | 40 | 4.58% | 8.71% | 14.36% | Q4 2013 | Q3 2023 | 40 |
Tortoise Investment Management, LLC | 30 | 10 | 0.00% | 0.04% | 0.11% | Q4 2012 | Q3 2023 | 40 |
Northeast Financial Consultants Inc | 40 | 40 | 0.47% | 1.39% | 4.15% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 0.01% | 0.10% | 0.20% | Q4 2013 | Q3 2023 | 40 |
JENNISON ASSOCIATES LLC | 40 | 40 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q3 2023 | 40 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.09% | 0.19% | 0.33% | Q1 2014 | Q3 2023 | 39 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 28 | 11 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 39 |
Cannell & Co. | 39 | 39 | 0.02% | 0.05% | 0.11% | Q1 2014 | Q3 2023 | 39 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 39 |
Capital Investment Advisors, LLC | 39 | 39 | 0.14% | 0.34% | 0.54% | Q2 2014 | Q4 2023 | 39 |
WHALEROCK POINT PARTNERS, LLC | 29 | 10 | 0.12% | 0.57% | 1.06% | Q4 2013 | Q3 2023 | 39 |
CIBC Asset Management Inc | 39 | 39 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2022 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.03% | 0.08% | 0.11% | Q2 2013 | Q4 2022 | 39 |
PARSONS CAPITAL MANAGEMENT INC/RI | 22 | 3 | 0.02% | 0.11% | 0.62% | Q2 2013 | Q3 2023 | 39 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 38 | 1 | 0.01% | 0.09% | 0.35% | Q2 2013 | Q3 2023 | 39 |
Dynamic Advisor Solutions LLC | 39 | 39 | 0.05% | 0.32% | 1.29% | Q1 2014 | Q3 2023 | 39 |
THOMPSON SIEGEL & WALMSLEY LLC | 39 | 39 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2022 | 39 |
J.P. Marvel Investment Advisors, LLC | 17 | 2 | 0.07% | 0.15% | 0.28% | Q2 2013 | Q3 2023 | 39 |
Moors & Cabot, Inc. | 39 | 39 | 0.47% | 1.25% | 2.95% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.69% | 2.05% | 4.38% | Q1 2014 | Q3 2023 | 39 |
PAYDEN & RYGEL | 29 | 9 | 0.77% | 1.70% | 2.77% | Q2 2013 | Q2 2023 | 38 |
SFMG, LLC | 27 | 1 | 0.02% | 0.18% | 0.45% | Q2 2013 | Q3 2023 | 38 |
SG Americas Securities, LLC | 35 | 3 | 0.00% | 0.03% | 0.07% | Q1 2014 | Q3 2023 | 38 |
Grassi Investment Management | 38 | 38 | 0.07% | 0.62% | 1.78% | Q2 2014 | Q3 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2022 | 38 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 31 | 7 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
CoreCommodity Management, LLC | 38 | 38 | 0.06% | 0.19% | 0.35% | Q1 2014 | Q2 2023 | 38 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 36 | 2 | 0.13% | 0.47% | 1.18% | Q4 2013 | Q3 2023 | 38 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q4 2021 | 38 |
Salient Capital Advisors, LLC | 38 | 38 | 3.36% | 7.24% | 10.23% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2022 | 38 |
Financial Architects, Inc | 29 | 4 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q2 2023 | 38 |
ROOSEVELT INVESTMENT GROUP LLC | 38 | 38 | 0.03% | 0.25% | 0.64% | Q2 2013 | Q3 2022 | 38 |
Sequoia Financial Advisors, LLC | 28 | 2 | 0.01% | 0.24% | 1.63% | Q4 2013 | Q3 2023 | 38 |
Private Ocean, LLC | 23 | 15 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 38 |
United Asset Strategies, Inc. | 36 | 2 | 0.05% | 0.11% | 0.27% | Q1 2014 | Q3 2023 | 38 |
ACCOUNT MANAGEMENT LLC | 30 | 8 | 2.70% | 7.30% | 12.70% | Q2 2013 | Q3 2023 | 38 |
Chevy Chase Trust Holdings, LLC | 27 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 37 |
Catalyst Capital Advisors LLC | 37 | 37 | 0.00% | 0.25% | 0.72% | Q3 2014 | Q3 2023 | 37 |
Hudock, Inc. | 37 | 37 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q3 2022 | 37 |
WELLINGTON MANAGEMENT GROUP LLP | 34 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 37 |
CINCINNATI INSURANCE CO | 37 | 37 | 0.05% | 0.26% | 0.75% | Q2 2013 | Q2 2022 | 37 |
Stratos Wealth Partners, LTD. | 33 | 4 | 0.06% | 0.13% | 0.53% | Q2 2014 | Q3 2023 | 37 |
Sippican Capital Advisors | 37 | 37 | 0.33% | 0.41% | 0.51% | Q3 2014 | Q3 2023 | 37 |
Douglass Winthrop Advisors, LLC | 23 | 14 | 0.01% | 0.06% | 0.22% | Q2 2013 | Q3 2023 | 37 |
Mirae Asset Global Investments Co., Ltd. | 37 | 37 | 0.04% | 0.36% | 1.00% | Q3 2014 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.07% | 0.69% | 1.93% | Q2 2013 | Q2 2022 | 37 |
BOWEN HANES & CO INC | 37 | 37 | 0.01% | 0.37% | 0.73% | Q3 2014 | Q3 2023 | 37 |
PATTEN & PATTEN INC/TN | 29 | 8 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 37 |
THRIVENT FINANCIAL FOR LUTHERANS | 37 | 37 | 0.00% | 0.07% | 0.25% | Q3 2014 | Q3 2023 | 37 |
First Heartland Consultants, Inc. | 20 | 3 | 0.05% | 0.27% | 0.78% | Q4 2013 | Q3 2023 | 37 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 20 | 17 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 37 |
Brookfield Asset Management | 17 | 1 | 0.20% | 0.72% | 1.86% | Q2 2013 | Q3 2023 | 37 |
Highlander Capital Management, LLC | 29 | 8 | 0.02% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 37 |
ADIRONDACK TRUST CO | 36 | 36 | 0.03% | 0.06% | 0.10% | Q4 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.01% | 0.03% | 0.10% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2022 | 36 |
TD ASSET MANAGEMENT INC | 36 | 36 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2022 | 36 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 28 | 28 | 0.08% | 4.40% | 7.98% | Q4 2016 | Q3 2023 | 36 |
CAPITAL ADVISORS INC/OK | 27 | 9 | 0.01% | 0.15% | 0.45% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 36 |
Sumitomo Mitsui Trust Holdings, Inc. | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Brown Advisory Securities, LLC | 36 | 36 | 0.05% | 0.43% | 1.00% | Q2 2013 | Q1 2022 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.41% | 1.53% | 2.36% | Q2 2013 | Q1 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.07% | 0.64% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.02% | 0.10% | 0.21% | Q4 2013 | Q3 2023 | 36 |
Cypress Capital Management LLC (WY) | 36 | 36 | 0.25% | 0.71% | 2.49% | Q4 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 2.08% | 3.61% | 5.90% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.02% | 0.05% | 0.20% | Q4 2014 | Q3 2023 | 36 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 36 | 36 | 0.31% | 0.82% | 1.84% | Q4 2014 | Q3 2023 | 36 |
SIGNATUREFD, LLC | 33 | 2 | 0.00% | 0.05% | 0.16% | Q1 2014 | Q3 2023 | 36 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 36 | 36 | 0.29% | 3.72% | 5.85% | Q2 2013 | Q1 2022 | 36 |
Patten Group, Inc. | 36 | 36 | 0.05% | 0.17% | 0.38% | Q4 2014 | Q3 2023 | 36 |
American National Registered Investment Advisor, Inc. | 36 | 36 | 0.09% | 0.33% | 0.57% | Q2 2013 | Q1 2022 | 36 |
TORONTO DOMINION BANK | 31 | 4 | 0.00% | 0.29% | 1.30% | Q1 2013 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.05% | 0.13% | 0.22% | Q4 2014 | Q3 2023 | 36 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 36 | 36 | 0.52% | 0.85% | 1.84% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q1 2022 | 36 |
JRM Investment Counsel, LLC | 36 | 36 | 4.32% | 6.17% | 9.94% | Q4 2014 | Q3 2023 | 36 |
Oakworth Capital, Inc. | 34 | 2 | 0.00% | 0.04% | 0.12% | Q4 2013 | Q3 2023 | 36 |
AMERICAN NATIONAL INSURANCE CO | 36 | 36 | 0.02% | 0.13% | 0.24% | Q2 2013 | Q1 2022 | 36 |
SVB WEALTH LLC | 36 | 36 | 0.01% | 0.08% | 0.24% | Q4 2014 | Q3 2023 | 36 |
OSTERWEIS CAPITAL MANAGEMENT INC | 30 | 6 | 0.04% | 1.99% | 3.32% | Q2 2013 | Q3 2023 | 36 |
Bison Wealth, LLC | 28 | 7 | 0.09% | 0.40% | 0.81% | Q4 2014 | Q3 2023 | 35 |
SEARLE & CO. | 29 | 6 | 0.21% | 0.40% | 0.61% | Q4 2014 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 35 |
SEGALL BRYANT & HAMILL, LLC | 35 | 35 | 0.12% | 0.36% | 0.62% | Q1 2013 | Q3 2021 | 35 |
Barnett & Company, Inc. | 35 | 35 | 0.11% | 0.37% | 0.64% | Q2 2013 | Q4 2021 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.08% | 0.19% | 0.29% | Q1 2015 | Q3 2023 | 35 |
Ironwood Investment Counsel, LLC | 31 | 4 | 0.05% | 0.62% | 1.51% | Q4 2013 | Q4 2022 | 35 |
Sequent Asset Management, LLC | 29 | 1 | 0.12% | 0.35% | 0.74% | Q2 2013 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.01% | 0.08% | 0.22% | Q2 2013 | Q4 2021 | 35 |
Tower Research Capital LLC (TRC) | 18 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 35 |
J.P. Morgan Private Wealth Advisors LLC | 31 | 1 | 0.00% | 0.09% | 0.24% | Q3 2014 | Q3 2023 | 35 |
Hodges Capital Management Inc. | 22 | 13 | 0.01% | 0.03% | 0.09% | Q3 2014 | Q3 2023 | 35 |
PINNACLE FINANCIAL PARTNERS INC | 26 | 9 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q3 2023 | 35 |
Sterneck Capital Management, LLC | 27 | 1 | 0.13% | 0.23% | 0.44% | Q2 2013 | Q3 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.03% | 0.10% | 0.76% | Q1 2015 | Q3 2023 | 35 |
Pointe Capital Management LLC | 35 | 35 | 0.26% | 2.12% | 4.72% | Q1 2015 | Q3 2023 | 35 |
First Personal Financial Services | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
Hanson & Doremus Investment Management | 23 | 2 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 35 |
NOESIS CAPITAL MANGEMENT CORP | 29 | 6 | 0.04% | 0.23% | 0.51% | Q2 2013 | Q1 2022 | 35 |
Country Club Trust Company, n.a. | 35 | 35 | 0.04% | 0.21% | 0.57% | Q2 2013 | Q4 2021 | 35 |
Cordasco Financial Network | 35 | 35 | 0.01% | 0.47% | 2.49% | Q4 2013 | Q2 2022 | 35 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 34 | 1 | 0.00% | 0.10% | 0.18% | Q1 2014 | Q1 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.13% | 0.23% | 0.42% | Q4 2014 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q4 2021 | 35 |
BRIGHTON JONES LLC | 18 | 4 | 0.01% | 0.05% | 0.14% | Q3 2013 | Q3 2023 | 35 |
Hilltop Holdings Inc. | 24 | 10 | 0.05% | 0.15% | 0.48% | Q1 2015 | Q3 2023 | 34 |
Brookstone Capital Management | 13 | 2 | 0.01% | 0.03% | 0.10% | Q2 2014 | Q3 2023 | 34 |
CAMBRIDGE TRUST CO | 14 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 34 |
Argent Trust Co | 31 | 3 | 0.06% | 0.18% | 0.34% | Q4 2014 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.01% | 0.12% | 0.30% | Q2 2013 | Q3 2021 | 34 |
WATERS PARKERSON & CO., LLC | 31 | 3 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 34 |
BNP Paribas Asset Management Holding S.A. | 28 | 6 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2021 | 34 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 34 | 34 | 0.04% | 0.06% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Horrell Capital Management, Inc. | 22 | 2 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 34 |
SouthState Corp | 14 | 1 | 0.00% | 0.07% | 0.15% | Q3 2013 | Q3 2023 | 34 |
WOODMONT INVESTMENT COUNSEL LLC | 34 | 34 | 0.02% | 0.69% | 1.23% | Q2 2015 | Q3 2023 | 34 |
HYMAN CHARLES D | 34 | 34 | 0.03% | 0.04% | 0.07% | Q2 2015 | Q3 2023 | 34 |
FORVIS Wealth Advisors, LLC | 16 | 3 | 0.01% | 0.04% | 0.29% | Q2 2013 | Q3 2023 | 34 |
Capital Analysts, LLC | 24 | 10 | 0.00% | 0.14% | 0.33% | Q4 2012 | Q3 2023 | 34 |
Summit Asset Management, LLC | 23 | 11 | 0.06% | 0.24% | 0.66% | Q2 2013 | Q3 2023 | 34 |
FIRST MERCANTILE TRUST CO | 34 | 34 | 0.05% | 0.18% | 0.31% | Q2 2013 | Q3 2021 | 34 |
COLONY GROUP LLC | 22 | 3 | 0.01% | 0.02% | 0.08% | Q4 2013 | Q3 2023 | 34 |
LINCOLN NATIONAL CORP | 32 | 1 | 0.02% | 0.03% | 0.10% | Q3 2014 | Q3 2023 | 34 |
QCI ASSET MANAGEMENT INC/NY | 34 | 34 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2021 | 34 |
NBW CAPITAL LLC | 27 | 7 | 0.08% | 0.77% | 3.01% | Q2 2013 | Q3 2023 | 34 |
Princeton Portfolio Strategies Group LLC | 33 | 33 | 0.06% | 0.45% | 1.53% | Q2 2013 | Q2 2021 | 33 |
KCM INVESTMENT ADVISORS LLC | 24 | 4 | 0.01% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 33 |
Cowen Prime Services LLC | 33 | 33 | 0.02% | 0.54% | 1.04% | Q2 2013 | Q2 2021 | 33 |
Ipswich Investment Management Co., Inc. | 33 | 33 | 0.10% | 0.14% | 0.21% | Q3 2015 | Q3 2023 | 33 |
FINANCIAL COUNSELORS INC | 22 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 33 |
AlphaMark Advisors, LLC | 33 | 33 | 0.01% | 0.03% | 0.05% | Q3 2015 | Q3 2023 | 33 |
OLD NATIONAL BANCORP /IN/ | 32 | 1 | 0.01% | 0.14% | 0.21% | Q1 2015 | Q2 2023 | 33 |
USCA RIA LLC | 33 | 33 | 0.54% | 3.09% | 8.76% | Q2 2013 | Q2 2021 | 33 |
Homrich & Berg | 23 | 10 | 0.04% | 0.31% | 0.59% | Q2 2013 | Q3 2021 | 33 |
Copeland Capital Management, LLC | 20 | 2 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.14% | 0.46% | 1.15% | Q3 2015 | Q3 2023 | 33 |
Domani Wealth, LLC | 33 | 33 | 0.37% | 1.37% | 3.28% | Q1 2015 | Q1 2023 | 33 |
MONETA GROUP INVESTMENT ADVISORS LLC | 20 | 13 | 0.02% | 0.14% | 0.48% | Q2 2015 | Q3 2023 | 33 |
Freestone Capital Holdings, LLC | 33 | 33 | 0.01% | 0.15% | 0.44% | Q3 2015 | Q3 2023 | 33 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 33 |
BTR CAPITAL MANAGEMENT INC | 17 | 16 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q3 2022 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 33 | 33 | 0.01% | 0.12% | 0.21% | Q2 2013 | Q2 2021 | 33 |
HOURGLASS CAPITAL, LLC | 33 | 33 | 0.21% | 0.28% | 0.36% | Q2 2013 | Q2 2021 | 33 |
HOME FEDERAL BANK OF TENNESSEE | 32 | 32 | 0.20% | 0.35% | 0.59% | Q4 2015 | Q3 2023 | 32 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.09% | 0.18% | 0.27% | Q4 2015 | Q3 2023 | 32 |
PUTNAM INVESTMENTS LLC | 32 | 32 | 0.01% | 0.20% | 0.48% | Q3 2015 | Q2 2023 | 32 |
West Family Investments, Inc. | 32 | 32 | 2.19% | 4.49% | 6.05% | Q2 2013 | Q1 2021 | 32 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.06% | 0.18% | 0.38% | Q4 2015 | Q3 2023 | 32 |
NICHOLAS COMPANY, INC. | 32 | 32 | 0.17% | 0.96% | 1.27% | Q4 2015 | Q3 2023 | 32 |
FCA CORP /TX | 32 | 32 | 0.36% | 1.01% | 1.74% | Q2 2013 | Q1 2021 | 32 |
BBR PARTNERS, LLC | 23 | 2 | 0.02% | 0.08% | 0.28% | Q1 2015 | Q3 2023 | 32 |
QUADRANT CAPITAL GROUP LLC | 31 | 1 | 0.01% | 0.03% | 0.09% | Q3 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q1 2021 | 32 |
FAS Wealth Partners, Inc. | 17 | 3 | 0.03% | 0.10% | 0.25% | Q4 2013 | Q3 2023 | 32 |
WEXFORD CAPITAL LP | 24 | 8 | 0.15% | 2.63% | 9.36% | Q3 2015 | Q3 2023 | 32 |
AMG National Trust Bank | 32 | 32 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q1 2021 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.08% | 0.13% | 0.21% | Q1 2016 | Q4 2023 | 32 |
LUCAS CAPITAL MANAGEMENT | 32 | 32 | 0.06% | 0.58% | 1.19% | Q1 2013 | Q4 2020 | 32 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 24 | 8 | 0.01% | 0.19% | 0.82% | Q1 2014 | Q3 2023 | 32 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 32 |
R.H. Dinel Investment Counsel, Inc. | 20 | 12 | 0.79% | 1.53% | 2.44% | Q4 2013 | Q3 2023 | 32 |
BARINGS LLC | 32 | 32 | 0.02% | 0.23% | 0.42% | Q2 2013 | Q1 2021 | 32 |
NORTH AMERICAN MANAGEMENT CORP | 32 | 32 | 0.42% | 0.92% | 2.69% | Q2 2013 | Q1 2021 | 32 |
Heritage Wealth Advisors | 13 | 7 | 0.19% | 0.70% | 1.77% | Q4 2013 | Q3 2023 | 32 |
SENTINEL TRUST CO LBA | 31 | 31 | 4.20% | 19.99% | 51.78% | Q2 2013 | Q4 2020 | 31 |
CARRET ASSET MANAGEMENT, LLC | 28 | 3 | 0.02% | 0.09% | 0.17% | Q1 2013 | Q4 2021 | 31 |
Douglas Lane & Associates, LLC | 31 | 31 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 31 |
COMERICA BANK | 30 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2022 | 31 |
Calamos Advisors LLC | 25 | 6 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 31 |
CITY HOLDING CO | 28 | 3 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 31 |
Aperio Group, LLC | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 31 |
Cranbrook Wealth Management, LLC | 31 | 31 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2021 | 31 |
Frontier Wealth Management LLC | 31 | 31 | 0.01% | 0.08% | 0.20% | Q4 2014 | Q2 2022 | 31 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 31 | 31 | 0.02% | 0.17% | 0.71% | Q1 2016 | Q3 2023 | 31 |
ACG Wealth | 26 | 1 | 0.02% | 0.11% | 0.24% | Q4 2013 | Q2 2022 | 31 |
GLENVIEW STATE BANK TRUST DEPT. | 31 | 31 | 0.26% | 0.62% | 1.12% | Q4 2013 | Q2 2021 | 31 |
SANDERS MORRIS HARRIS LLC | 31 | 31 | 0.01% | 5.00% | 12.12% | Q1 2016 | Q3 2023 | 31 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 19 | 2 | 0.12% | 0.22% | 0.45% | Q2 2013 | Q3 2023 | 31 |
GRANDFIELD & DODD, LLC | 31 | 31 | 0.02% | 0.03% | 0.08% | Q4 2014 | Q2 2022 | 31 |
TELEMUS CAPITAL, LLC | 31 | 31 | 0.02% | 0.14% | 0.35% | Q1 2016 | Q3 2023 | 31 |
Citizens Business Bank | 31 | 31 | 0.07% | 0.12% | 0.24% | Q4 2014 | Q2 2022 | 31 |
FIDUCIARY TRUST CO | 31 | 31 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q3 2023 | 31 |
SECURIAN ASSET MANAGEMENT, INC | 31 | 31 | 0.04% | 0.13% | 0.23% | Q4 2014 | Q2 2022 | 31 |
Intercontinental Wealth Advisors, LLC | 31 | 31 | 0.08% | 0.75% | 2.14% | Q4 2015 | Q2 2023 | 31 |
Maryland Capital Management | 31 | 31 | 0.01% | 0.19% | 0.47% | Q2 2013 | Q4 2020 | 31 |
TOMPKINS FINANCIAL CORP | 23 | 8 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.08% | 0.18% | Q4 2015 | Q3 2023 | 31 |
WADE G W & INC | 19 | 12 | 0.02% | 0.05% | 0.13% | Q1 2015 | Q3 2023 | 31 |
EXANE DERIVATIVES | 31 | 31 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2022 | 31 |
PALLADIUM PARTNERS LLC | 19 | 5 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q1 2022 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.04% | 0.13% | 0.26% | Q1 2016 | Q3 2023 | 31 |
10-15 ASSOCIATES, INC. | 30 | 30 | 0.75% | 1.86% | 3.27% | Q2 2013 | Q3 2020 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 30 |
SL ADVISORS, LLC | 30 | 30 | 1.08% | 4.12% | 5.92% | Q2 2016 | Q3 2023 | 30 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 30 | 30 | 0.05% | 0.26% | 0.50% | Q2 2016 | Q3 2023 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.02% | 0.07% | 0.24% | Q1 2016 | Q2 2023 | 30 |
Intersect Capital LLC | 30 | 30 | 0.16% | 0.40% | 0.70% | Q4 2014 | Q1 2022 | 30 |
NewEdge Advisors, LLC | 30 | 30 | 0.03% | 0.11% | 0.32% | Q2 2016 | Q3 2023 | 30 |
RATIONAL ADVISORS LLC | 13 | 1 | 0.00% | 0.30% | 0.62% | Q2 2009 | Q3 2023 | 30 |
Gemmer Asset Management LLC | 18 | 12 | 0.00% | 0.06% | 0.28% | Q1 2014 | Q1 2022 | 30 |
GEODE CAPITAL MANAGEMENT, LLC | 30 | 30 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 30 |
GM Advisory Group, LLC | 30 | 30 | 0.08% | 0.18% | 0.31% | Q2 2016 | Q3 2023 | 30 |
FIRST MIDWEST BANK TRUST DIVISION | 27 | 1 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q2 2021 | 30 |
GRAND JEAN CAPITAL MANAGEMENT INC | 30 | 30 | 0.22% | 1.05% | 6.28% | Q2 2016 | Q3 2023 | 30 |
Hamlin Capital Management, LLC | 29 | 1 | 0.01% | 3.75% | 4.72% | Q3 2014 | Q3 2023 | 30 |
Perigon Wealth Management, LLC | 12 | 1 | 0.00% | 0.12% | 0.54% | Q3 2011 | Q3 2023 | 30 |
Winfield Associates, Inc. | 25 | 25 | 0.00% | 0.35% | 1.14% | Q4 2013 | Q4 2019 | 30 |
Covington Capital Management | 30 | 30 | 0.01% | 0.03% | 0.11% | Q2 2015 | Q3 2022 | 30 |
Zimmer Partners, LP | 28 | 28 | 0.08% | 1.36% | 2.97% | Q4 2014 | Q3 2021 | 30 |
Violich Capital Management, Inc. | 23 | 7 | 0.03% | 0.16% | 0.25% | Q2 2013 | Q3 2023 | 30 |
Fisher Asset Management, LLC | 13 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 30 |
CWM, LLC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 30 |
Vantage Investment Partners, LLC | 30 | 30 | 0.38% | 0.86% | 2.27% | Q4 2015 | Q1 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.02% | 0.14% | 0.37% | Q2 2013 | Q3 2020 | 30 |
PRIO WEALTH LIMITED PARTNERSHIP | 25 | 5 | 0.01% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 30 |
Montecito Bank & Trust | 30 | 30 | 0.07% | 0.35% | 0.72% | Q2 2013 | Q3 2020 | 30 |
AMERICAN CENTURY COMPANIES INC | 30 | 30 | 0.12% | 0.22% | 0.37% | Q2 2016 | Q3 2023 | 30 |
CULLINAN ASSOCIATES INC | 29 | 29 | 0.03% | 0.15% | 0.27% | Q1 2015 | Q1 2022 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.31% | 0.99% | 1.77% | Q4 2013 | Q4 2020 | 29 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.25% | 0.63% | Q3 2017 | Q3 2023 | 29 |
Third Security, LLC | 29 | 29 | 0.81% | 2.39% | 6.66% | Q2 2013 | Q2 2020 | 29 |
KLINGENSTEIN FIELDS & CO LP | 28 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2021 | 29 |
FRONTIER INVESTMENT MGMT CO | 29 | 29 | 0.04% | 0.08% | 0.16% | Q2 2013 | Q2 2020 | 29 |
Camelot Portfolios, LLC | 20 | 9 | 0.11% | 0.51% | 0.79% | Q2 2013 | Q3 2020 | 29 |
CPWM, LLC | 28 | 1 | 0.08% | 1.43% | 2.11% | Q4 2013 | Q3 2022 | 29 |
Clarkston Capital Partners, LLC | 17 | 12 | 0.06% | 0.19% | 0.66% | Q1 2014 | Q3 2023 | 29 |
REAVES W H & CO INC | 29 | 29 | 1.04% | 1.54% | 1.90% | Q2 2013 | Q2 2020 | 29 |
CYPRESS ASSET MANAGEMENT INC/TX | 29 | 29 | 0.15% | 2.22% | 3.95% | Q2 2013 | Q2 2020 | 29 |
HUTNER CAPITAL MANAGEMENT INC | 29 | 29 | 1.12% | 1.58% | 2.04% | Q3 2016 | Q3 2023 | 29 |
ELCO Management Co., LLC | 29 | 29 | 0.88% | 1.19% | 1.89% | Q3 2016 | Q3 2023 | 29 |
VICTORY CAPITAL MANAGEMENT INC | 29 | 29 | 0.04% | 0.06% | 0.10% | Q3 2016 | Q3 2023 | 29 |
Fiera Capital Corp | 29 | 29 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2022 | 29 |
BOSTON FINANCIAL MANGEMENT LLC | 29 | 29 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q2 2020 | 29 |
Cascade Investment Advisors, Inc. | 28 | 1 | 0.32% | 0.52% | 0.89% | Q2 2016 | Q3 2023 | 29 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 18 | 11 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 29 |
Laurel Wealth Advisors, Inc. | 28 | 28 | 0.01% | 0.13% | 0.26% | Q1 2016 | Q4 2022 | 29 |
TCI Wealth Advisors, Inc. | 16 | 1 | 0.00% | 0.02% | 0.07% | Q4 2012 | Q1 2023 | 29 |
COMMERCE BANK | 29 | 29 | 0.02% | 0.05% | 0.09% | Q1 2013 | Q1 2020 | 29 |
Gratus Capital, LLC | 22 | 2 | 0.00% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 29 |
Lido Advisors, LLC | 28 | 1 | 0.01% | 0.05% | 0.16% | Q1 2016 | Q3 2023 | 29 |
Marquette Asset Management, LLC | 29 | 29 | 0.25% | 0.98% | 1.88% | Q2 2013 | Q2 2020 | 29 |
HENDLEY & CO INC | 29 | 29 | 0.50% | 1.04% | 1.50% | Q2 2013 | Q2 2020 | 29 |
D L CARLSON INVESTMENT GROUP INC | 29 | 29 | 0.12% | 0.26% | 0.51% | Q2 2013 | Q2 2020 | 29 |
TDAM USA INC. | 24 | 5 | 0.03% | 0.13% | 0.47% | Q3 2013 | Q4 2021 | 29 |
FineMark National Bank & Trust | 24 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 29 |
TRUST CO OF VIRGINIA /VA | 11 | 7 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 29 |
1834 INVESTMENT ADVISORS CO | 20 | 9 | 0.02% | 0.21% | 0.70% | Q2 2013 | Q3 2022 | 29 |
AE Wealth Management LLC | 27 | 27 | 0.00% | 0.07% | 0.12% | Q1 2017 | Q3 2023 | 28 |
GIRARD PARTNERS LTD. | 28 | 28 | 0.03% | 0.50% | 1.41% | Q4 2013 | Q3 2020 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.05% | 0.11% | 0.16% | Q2 2013 | Q1 2020 | 28 |
C V STARR & CO INC | 28 | 28 | 7.89% | 12.10% | 17.54% | Q2 2013 | Q1 2020 | 28 |
FIRST NATIONAL TRUST CO | 28 | 28 | 0.02% | 0.12% | 0.19% | Q2 2013 | Q1 2020 | 28 |
BAHL & GAYNOR INC | 28 | 28 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2020 | 28 |
STARR INTERNATIONAL CO INC | 28 | 28 | 0.69% | 1.57% | 6.30% | Q2 2013 | Q1 2020 | 28 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.07% | 0.56% | Q4 2017 | Q4 2021 | 28 |
Plancorp, LLC | 15 | 2 | 0.01% | 0.68% | 2.08% | Q4 2013 | Q3 2023 | 28 |
BCM ADVISORS, LLC | 28 | 28 | 0.75% | 1.18% | 1.92% | Q4 2016 | Q3 2023 | 28 |
Virtu Financial LLC | 15 | 1 | 0.02% | 0.24% | 1.08% | Q3 2015 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.09% | 0.19% | 0.38% | Q4 2014 | Q3 2021 | 28 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 18 | 10 | 0.02% | 0.07% | 0.29% | Q2 2013 | Q4 2021 | 28 |
Beach Investment Management, LLC. | 28 | 28 | 3.76% | 5.08% | 10.16% | Q2 2013 | Q1 2020 | 28 |
Lee Financial Co | 28 | 28 | 0.15% | 0.32% | 0.85% | Q4 2016 | Q3 2023 | 28 |
C.V. Starr & Co., Inc. Trust | 28 | 28 | 5.02% | 5.50% | 6.02% | Q2 2013 | Q1 2020 | 28 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 28 | 28 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q1 2020 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.05% | 0.14% | 0.38% | Q4 2016 | Q3 2023 | 28 |
V Wealth Advisors LLC | 16 | 12 | 0.04% | 0.13% | 0.25% | Q1 2016 | Q3 2023 | 28 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 24 | 4 | 0.01% | 0.03% | 0.05% | Q1 2014 | Q4 2022 | 28 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 28 | 28 | 0.02% | 0.08% | 0.26% | Q2 2013 | Q1 2020 | 28 |
Jacobi Capital Management LLC | 28 | 28 | 0.01% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.22% | 0.54% | Q4 2016 | Q3 2023 | 28 |
First City Capital Management, Inc. | 27 | 1 | 0.09% | 0.34% | 0.50% | Q2 2013 | Q3 2020 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.05% | 0.12% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.14% | 0.23% | 0.52% | Q4 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.04% | 0.20% | 0.82% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.05% | 0.97% | 3.42% | Q4 2016 | Q3 2023 | 28 |
Independent Advisor Alliance | 28 | 28 | 0.00% | 0.15% | 0.26% | Q4 2016 | Q3 2023 | 28 |
Covenant Asset Management, LLC | 28 | 28 | 0.27% | 0.73% | 1.31% | Q4 2016 | Q3 2023 | 28 |
Legacy Advisors, LLC | 28 | 28 | 0.02% | 0.28% | 0.97% | Q4 2016 | Q3 2023 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.08% | 0.13% | 0.18% | Q4 2016 | Q3 2023 | 28 |
Clearstead Trust, LLC | 28 | 28 | 0.06% | 0.35% | 1.32% | Q4 2016 | Q3 2023 | 28 |
Bogart Wealth, LLC | 28 | 28 | 0.03% | 0.48% | 1.54% | Q4 2016 | Q3 2023 | 28 |
Buffington Mohr McNeal | 27 | 1 | 0.05% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 28 |
Bray Capital Advisors | 23 | 4 | 0.00% | 0.02% | 0.14% | Q4 2014 | Q3 2023 | 27 |
SEIZERT CAPITAL PARTNERS, LLC | 27 | 27 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q4 2019 | 27 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 27 | 27 | 0.31% | 1.09% | 1.40% | Q4 2014 | Q2 2021 | 27 |
ADVISORS MANAGEMENT GROUP INC /ADV | 27 | 27 | 0.10% | 0.15% | 0.20% | Q1 2017 | Q3 2023 | 27 |
CKW FINANCIAL GROUP | 15 | 1 | 0.02% | 0.06% | 0.15% | Q4 2013 | Q1 2022 | 27 |
NEXT Financial Group, Inc | 14 | 6 | 0.01% | 0.17% | 1.47% | Q2 2014 | Q4 2021 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q4 2019 | 27 |
JNBA Financial Advisors | 23 | 1 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q3 2023 | 27 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 27 | 27 | 0.10% | 0.93% | 1.66% | Q2 2013 | Q4 2019 | 27 |
FARR MILLER & WASHINGTON LLC/DC | 18 | 9 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q1 2020 | 27 |
Sowell Financial Services LLC | 17 | 10 | 0.04% | 0.11% | 0.21% | Q4 2016 | Q3 2023 | 27 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 14 | 13 | 1.53% | 2.33% | 2.78% | Q4 2016 | Q3 2023 | 27 |
CFO4Life Group, LLC | 27 | 27 | 0.07% | 0.16% | 0.35% | Q1 2017 | Q3 2023 | 27 |
FULTON BREAKEFIELD BROENNIMAN LLC | 27 | 27 | 0.03% | 0.76% | 1.14% | Q2 2013 | Q4 2019 | 27 |
DOLIVER ADVISORS, LP | 27 | 27 | 0.44% | 0.67% | 0.85% | Q2 2017 | Q4 2023 | 27 |
IHT Wealth Management, LLC | 27 | 27 | 0.04% | 0.11% | 0.25% | Q1 2017 | Q3 2023 | 27 |
BSW Wealth Partners | 8 | 1 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 27 |
Harvest Fund Advisors LLC | 18 | 9 | 11.22% | 13.23% | 16.49% | Q2 2013 | Q1 2020 | 27 |
Whitnell & Co. | 27 | 27 | 0.13% | 0.23% | 0.34% | Q2 2013 | Q4 2019 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.06% | 0.12% | 0.21% | Q2 2013 | Q4 2019 | 27 |
NORTHSTAR INVESTMENT ADVISORS LLC | 27 | 27 | 0.82% | 1.14% | 1.53% | Q2 2013 | Q4 2019 | 27 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 16 | 1 | 0.01% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 27 |
Sunbelt Securities, Inc. | 25 | 2 | 0.02% | 0.42% | 1.29% | Q4 2016 | Q3 2023 | 27 |
NWAM LLC | 19 | 1 | 0.01% | 0.11% | 0.16% | Q1 2014 | Q3 2023 | 27 |
Azimuth Capital Management LLC | 27 | 27 | 0.02% | 0.09% | 0.39% | Q2 2013 | Q4 2019 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 2.72% | 4.07% | 6.96% | Q2 2013 | Q4 2019 | 27 |
Aveo Capital Partners, LLC | 14 | 1 | 0.15% | 0.21% | 0.28% | Q4 2016 | Q3 2023 | 26 |
VALLEY WEALTH MANAGERS, INC. | 16 | 4 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 26 |
Family Management Corp | 18 | 1 | 0.10% | 0.72% | 1.43% | Q2 2013 | Q2 2020 | 26 |
Financial Advisory Group | 15 | 11 | 0.08% | 0.15% | 0.29% | Q2 2013 | Q4 2019 | 26 |
Crescent Grove Advisors, LLC | 26 | 26 | 0.09% | 0.24% | 0.53% | Q2 2017 | Q3 2023 | 26 |
NATIXIS | 23 | 1 | 0.05% | 0.61% | 2.40% | Q2 2016 | Q2 2023 | 26 |
Sargent Bickham Lagudis LLC | 23 | 3 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 26 |
Tortoise Index Solutions, LLC | 24 | 2 | 1.15% | 5.16% | 7.00% | Q2 2015 | Q3 2023 | 26 |
HOWLAND CAPITAL MANAGEMENT LLC | 15 | 1 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 26 |
Allianz Asset Management GmbH | 20 | 6 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 26 |
ARROW FINANCIAL CORP | 15 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2022 | 26 |
WASHINGTON TRUST BANK | 13 | 1 | 0.00% | 0.03% | 0.13% | Q1 2014 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.12% | 0.25% | 0.37% | Q1 2017 | Q4 2023 | 26 |
FDx Advisors, Inc. | 24 | 2 | 0.01% | 0.06% | 0.12% | Q3 2014 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.08% | 0.10% | 0.12% | Q2 2013 | Q3 2019 | 26 |
PRINCIPAL FINANCIAL GROUP INC | 26 | 26 | 0.07% | 0.12% | 0.15% | Q2 2017 | Q3 2023 | 26 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 15 | 1 | 0.06% | 0.10% | 0.14% | Q1 2015 | Q3 2023 | 26 |
GOODWIN DANIEL L | 24 | 1 | 0.10% | 0.32% | 0.85% | Q4 2014 | Q3 2023 | 26 |
Patriot Financial Group Insurance Agency, LLC | 26 | 26 | 0.04% | 0.12% | 0.30% | Q4 2016 | Q1 2023 | 26 |
Weiss Multi-Strategy Advisers LLC | 12 | 1 | 0.02% | 0.38% | 1.02% | Q2 2013 | Q3 2020 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q3 2019 | 26 |
Uniplan Investment Counsel, Inc. | 26 | 26 | 0.07% | 0.25% | 0.57% | Q2 2015 | Q3 2021 | 26 |
Cetera Investment Advisers | 24 | 2 | 0.02% | 0.07% | 0.16% | Q4 2016 | Q3 2023 | 26 |
ADVISORY RESEARCH INC | 25 | 25 | 0.62% | 2.68% | 4.42% | Q2 2013 | Q2 2019 | 25 |
CHEMICAL BANK | 25 | 25 | 0.08% | 0.16% | 0.27% | Q2 2013 | Q2 2019 | 25 |
Grace Capital | 25 | 25 | 0.19% | 1.74% | 3.10% | Q2 2013 | Q2 2019 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.22% | 0.62% | 1.16% | Q4 2015 | Q4 2021 | 25 |
GSA CAPITAL PARTNERS LLP | 7 | 1 | 0.02% | 0.08% | 0.26% | Q2 2013 | Q1 2023 | 25 |
MIDAS MANAGEMENT CORP | 25 | 25 | 0.42% | 0.62% | 1.01% | Q2 2013 | Q2 2019 | 25 |
B. Riley Wealth Management, Inc. | 16 | 9 | 0.02% | 0.64% | 1.45% | Q1 2014 | Q2 2022 | 25 |
Glenview Trust Co | 13 | 1 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 1.01% | 1.94% | 3.31% | Q2 2013 | Q2 2019 | 25 |
Asset Dedication, LLC | 18 | 2 | 0.00% | 0.08% | 0.21% | Q4 2015 | Q3 2023 | 25 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 12 | 1 | 0.18% | 0.24% | 0.32% | Q1 2014 | Q3 2023 | 25 |
CAPTRUST FINANCIAL ADVISORS | 25 | 25 | 0.01% | 0.10% | 0.22% | Q3 2017 | Q3 2023 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 25 | 25 | 0.03% | 0.18% | 0.36% | Q3 2017 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.03% | 0.06% | 0.12% | Q3 2015 | Q3 2021 | 25 |
SUMMITRY LLC | 8 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 25 |
Moisand Fitzgerald Tamayo, LLC | 25 | 25 | 0.02% | 0.06% | 0.24% | Q3 2017 | Q3 2023 | 25 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 25 | 0.06% | 0.12% | 0.18% | Q2 2013 | Q2 2019 | 25 |
TIAA, FSB | 25 | 25 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 25 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 25 | 25 | 0.08% | 0.12% | 0.19% | Q3 2017 | Q3 2023 | 25 |
Stockman Wealth Management, Inc. | 25 | 25 | 0.07% | 0.14% | 0.23% | Q3 2017 | Q3 2023 | 25 |
Apriem Advisors | 25 | 25 | 0.00% | 0.20% | 0.75% | Q2 2013 | Q2 2019 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.09% | 0.20% | 0.41% | Q3 2017 | Q3 2023 | 25 |
HIGHLAND CAPITAL MANAGEMENT LP | 19 | 5 | 0.01% | 0.89% | 2.22% | Q2 2013 | Q2 2019 | 25 |
Paragon Capital Management Ltd | 25 | 25 | 0.06% | 0.19% | 0.45% | Q1 2017 | Q1 2023 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.37% | 0.61% | 0.81% | Q1 2013 | Q1 2019 | 25 |
Greylin Investment Management, Inc | 25 | 25 | 0.05% | 0.06% | 0.09% | Q4 2013 | Q4 2019 | 25 |
Parkwood LLC | 19 | 6 | 0.07% | 0.23% | 0.61% | Q4 2013 | Q3 2023 | 25 |
MEEDER ASSET MANAGEMENT INC | 18 | 7 | 0.00% | 0.14% | 0.37% | Q2 2013 | Q3 2022 | 25 |
GAMCO INVESTORS, INC. ET AL | 18 | 7 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 25 |
Edge Wealth Management LLC | 17 | 8 | 0.16% | 0.76% | 1.31% | Q3 2015 | Q4 2021 | 25 |
Mutual Advisors, LLC | 24 | 24 | 0.14% | 0.29% | 0.78% | Q4 2017 | Q3 2023 | 24 |
Brinker Capital Investments, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2020 | 24 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 24 | 24 | 0.05% | 0.38% | 0.73% | Q2 2013 | Q1 2019 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q1 2019 | 24 |
Burt Wealth Advisors | 20 | 4 | 0.02% | 0.06% | 0.10% | Q4 2014 | Q4 2020 | 24 |
Advisors Capital Management, LLC | 24 | 24 | 0.01% | 0.13% | 0.23% | Q4 2017 | Q3 2023 | 24 |
Ironsides Asset Advisors, LLC | 19 | 1 | 0.06% | 0.22% | 0.46% | Q3 2015 | Q2 2022 | 24 |
Avidian Wealth Solutions, LLC | 17 | 1 | 0.04% | 0.10% | 0.20% | Q4 2013 | Q3 2023 | 24 |
State of New Jersey Common Pension Fund D | 24 | 24 | 0.00% | 0.11% | 0.16% | Q4 2015 | Q3 2021 | 24 |
GAGNON SECURITIES LLC | 24 | 24 | 0.34% | 2.27% | 4.09% | Q4 2017 | Q3 2023 | 24 |
Creegan & Nassoura Financial Group, LLC | 16 | 8 | 1.53% | 2.07% | 2.92% | Q4 2014 | Q3 2023 | 24 |
Keel Point, LLC | 24 | 24 | 0.08% | 0.51% | 1.27% | Q1 2015 | Q4 2020 | 24 |
ALLIANCEBERNSTEIN L.P. | 19 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2019 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.01% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 2.02% | 3.23% | 4.76% | Q4 2017 | Q3 2023 | 24 |
Manchester Capital Management LLC | 24 | 24 | 0.01% | 0.07% | 0.44% | Q4 2014 | Q3 2020 | 24 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 1 | 0.01% | 0.08% | 0.22% | Q2 2014 | Q3 2022 | 24 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
YHB Investment Advisors, Inc. | 17 | 7 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q3 2023 | 24 |
BRR OpCo, LLC | 15 | 9 | 0.05% | 0.10% | 0.21% | Q4 2013 | Q4 2019 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 24 |
GHP Investment Advisors, Inc. | 9 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 24 |
GUYASUTA INVESTMENT ADVISORS INC | 14 | 10 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 24 |
FMA ADVISORY INC | 19 | 1 | 0.47% | 0.68% | 0.84% | Q1 2014 | Q3 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.07% | 0.12% | Q4 2017 | Q3 2023 | 24 |
GROUP ONE TRADING, L.P. | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q2 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.04% | 0.14% | Q4 2017 | Q3 2023 | 24 |
Carmichael Hill & Associates, Inc. | 24 | 24 | 0.08% | 0.15% | 0.26% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.07% | 0.14% | 0.19% | Q4 2017 | Q3 2023 | 24 |
CIBC WORLD MARKET INC. | 14 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 24 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 16 | 8 | 0.01% | 0.06% | 0.10% | Q1 2016 | Q3 2023 | 24 |
SHIKIAR ASSET MANAGEMENT INC | 16 | 1 | 0.06% | 0.09% | 0.16% | Q2 2013 | Q3 2023 | 24 |
MOTCO | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 24 |
WEALTHSOURCE PARTNERS, LLC | 11 | 1 | 0.00% | 0.05% | 0.12% | Q1 2016 | Q3 2023 | 24 |
CAPE COD FIVE CENTS SAVINGS BANK | 16 | 1 | 0.02% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 24 |
Alpha Cubed Investments, LLC | 15 | 1 | 0.02% | 0.06% | 0.10% | Q4 2015 | Q3 2023 | 24 |
Transform Wealth, LLC | 24 | 24 | 0.12% | 0.25% | 0.54% | Q4 2017 | Q3 2023 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.05% | 0.09% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 14 | 10 | 0.11% | 0.36% | 0.55% | Q3 2017 | Q3 2023 | 24 |
Shamrock Asset Management LLC | 19 | 5 | 0.17% | 0.23% | 0.46% | Q2 2013 | Q3 2019 | 24 |
Renaissance Technologies | 8 | 1 | 0.01% | 0.08% | 0.26% | Q2 2013 | Q3 2021 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.68% | 1.18% | 1.83% | Q4 2017 | Q3 2023 | 24 |
LVW Advisors, LLC | 24 | 24 | 0.06% | 0.26% | 0.51% | Q4 2014 | Q3 2020 | 24 |
Welch Group, LLC | 24 | 24 | 0.02% | 0.08% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Avondale Wealth Management | 24 | 24 | 0.11% | 0.13% | 0.25% | Q4 2017 | Q3 2023 | 24 |
Ledyard National Bank | 23 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2022 | 24 |
Stokes Capital Advisors, LLC | 24 | 24 | 0.11% | 0.38% | 0.65% | Q4 2017 | Q3 2023 | 24 |
Lehman Financial Resources, Inc. | 24 | 24 | 0.14% | 2.57% | 3.99% | Q4 2012 | Q3 2018 | 24 |
CHELSEA COUNSEL CO | 20 | 4 | 0.02% | 0.19% | 0.33% | Q2 2013 | Q3 2023 | 24 |
Samson Capital Management, LLC | 24 | 24 | 9.32% | 13.92% | 23.54% | Q3 2013 | Q2 2019 | 24 |
Swift Run Capital | 23 | 1 | 0.25% | 0.49% | 1.20% | Q1 2014 | Q1 2020 | 24 |
Petrus Trust Company, LTA | 24 | 24 | 1.86% | 2.81% | 3.67% | Q4 2017 | Q3 2023 | 24 |
NewSquare Capital LLC | 21 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
WHITENER CAPITAL MANAGEMENT, INC. | 24 | 24 | 0.11% | 0.27% | 0.39% | Q4 2017 | Q3 2023 | 24 |
Laird Norton Wetherby Wealth Management, LLC | 14 | 2 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 23 |
Keystone Financial Group | 21 | 2 | 0.05% | 0.10% | 0.23% | Q4 2017 | Q3 2023 | 23 |
NBT BANK N A /NY | 21 | 1 | 0.03% | 0.11% | 0.19% | Q2 2013 | Q3 2020 | 23 |
DIAMANT ASSET MANAGEMENT, INC. | 14 | 9 | 0.12% | 0.42% | 0.80% | Q4 2017 | Q3 2023 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.02% | 0.05% | 0.11% | Q4 2016 | Q2 2022 | 23 |
St. Johns Investment Management Company, LLC | 23 | 23 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 23 |
McGowan Group Asset Management, Inc. | 22 | 1 | 0.04% | 1.33% | 1.84% | Q4 2014 | Q3 2023 | 23 |
Gs Investments, Inc. | 13 | 1 | 0.08% | 0.14% | 0.19% | Q2 2017 | Q3 2023 | 23 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 23 |
JUPITER ASSET MANAGEMENT LTD | 23 | 23 | 0.04% | 0.34% | 0.85% | Q1 2017 | Q3 2022 | 23 |
BANK OF THE WEST | 9 | 1 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q4 2019 | 23 |
CENTRAL BANK & TRUST CO | 23 | 23 | 0.00% | 0.27% | 0.96% | Q2 2013 | Q4 2018 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.09% | 0.34% | 0.52% | Q2 2013 | Q4 2018 | 23 |
ACADIAN ASSET MANAGEMENT LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 23 |
Simmons Bank | 23 | 23 | 0.02% | 0.05% | 0.09% | Q1 2016 | Q3 2021 | 23 |
Horizon Kinetics | 23 | 23 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2018 | 23 |
Ameritas Investment Partners, Inc. | 22 | 1 | 0.00% | 0.02% | 0.10% | Q1 2015 | Q4 2022 | 23 |
CHOREO, LLC | 15 | 1 | 0.01% | 0.04% | 0.09% | Q3 2014 | Q3 2023 | 23 |
WESTWOOD MANAGEMENT CORP /IL/ | 17 | 2 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2019 | 23 |
RWA WEALTH PARTNERS, LLC | 23 | 23 | 0.01% | 0.03% | 0.08% | Q1 2018 | Q3 2023 | 23 |
JACOBSON & SCHMITT ADVISORS, LLC | 23 | 23 | 0.92% | 2.74% | 5.36% | Q4 2014 | Q2 2020 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.28% | 0.54% | 0.86% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.04% | 0.10% | 0.17% | Q1 2018 | Q3 2023 | 23 |
ST GERMAIN D J CO INC | 20 | 3 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q4 2023 | 23 |
Quadrant Private Wealth Management, LLC | 19 | 4 | 0.44% | 0.87% | 1.50% | Q4 2017 | Q3 2023 | 23 |
FIRST AMERICAN TRUST, FSB | 22 | 1 | 0.03% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 23 |
W.G. Shaheen & Associates DBA Whitney & Co | 23 | 23 | 0.25% | 1.22% | 2.14% | Q2 2013 | Q4 2018 | 23 |
Arete Wealth Advisors, LLC | 12 | 4 | 0.03% | 0.13% | 0.30% | Q2 2017 | Q3 2023 | 23 |
Camarda Financial Advisors, LLC | 22 | 1 | 0.06% | 0.16% | 0.29% | Q2 2013 | Q2 2019 | 23 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 14 | 1 | 0.05% | 0.44% | 1.07% | Q2 2013 | Q4 2019 | 23 |
Steward Partners Investment Advisory, LLC | 23 | 23 | 0.05% | 0.10% | 0.21% | Q1 2018 | Q3 2023 | 23 |
CADENCE BANK NA | 21 | 1 | 0.20% | 0.43% | 1.93% | Q2 2013 | Q3 2022 | 22 |
Verity Asset Management, Inc. | 13 | 4 | 0.18% | 0.50% | 1.70% | Q4 2017 | Q3 2023 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Chicago Capital, LLC | 22 | 22 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 22 |
FIRST HAWAIIAN BANK | 21 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 22 |
Trust Asset Management LLC | 19 | 1 | 0.23% | 2.10% | 5.95% | Q3 2011 | Q1 2021 | 22 |
Icon Wealth Partners, LLC | 19 | 3 | 0.84% | 2.24% | 4.40% | Q4 2017 | Q3 2023 | 22 |
ASSETMARK, INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2023 | 22 |
HALL LAURIE J TRUSTEE | 13 | 9 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 22 |
Ensemble Capital Management | 22 | 22 | 0.04% | 1.16% | 2.44% | Q2 2013 | Q3 2018 | 22 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 18 | 4 | 0.02% | 0.14% | 0.26% | Q4 2017 | Q3 2023 | 22 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 1 | 0.03% | 0.09% | 0.30% | Q2 2013 | Q4 2019 | 22 |
CWA Asset Management Group, LLC | 15 | 7 | 0.02% | 0.10% | 0.19% | Q2 2016 | Q3 2023 | 22 |
Somerset Group LLC | 12 | 1 | 0.18% | 0.25% | 0.31% | Q4 2017 | Q3 2023 | 22 |
Rehmann Capital Advisory Group | 10 | 5 | 0.02% | 0.07% | 0.24% | Q2 2010 | Q3 2023 | 22 |
PATHSTONE FAMILY OFFICE, LLC | 15 | 1 | 0.01% | 0.08% | 0.27% | Q2 2013 | Q3 2023 | 22 |
WESPAC Advisors, LLC | 11 | 2 | 0.18% | 0.50% | 1.01% | Q2 2013 | Q3 2019 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.06% | 0.20% | 0.44% | Q2 2018 | Q3 2023 | 22 |
Balentine LLC | 13 | 1 | 0.02% | 0.04% | 0.11% | Q2 2015 | Q3 2023 | 22 |
Holloway Wealth Management, LLC | 22 | 22 | 0.01% | 0.14% | 0.39% | Q4 2016 | Q1 2022 | 22 |
Peak Asset Management, LLC | 16 | 6 | 0.06% | 0.14% | 0.22% | Q2 2015 | Q1 2021 | 22 |
Clearstead Advisors, LLC | 21 | 1 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 22 |
Doyle Wealth Management | 22 | 22 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q2 2022 | 22 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 22 |
EJF Capital LLC | 11 | 1 | 0.02% | 0.07% | 0.16% | Q2 2015 | Q1 2023 | 22 |
Port Capital LLC | 11 | 11 | 0.01% | 0.20% | 1.05% | Q4 2017 | Q3 2023 | 22 |
RiverGlades Family Offices LLC | 14 | 4 | 0.34% | 0.48% | 0.60% | Q4 2017 | Q3 2023 | 22 |
Riggs Asset Managment Co. Inc. | 21 | 21 | 0.01% | 1.93% | 3.46% | Q2 2015 | Q2 2020 | 21 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 18 | 3 | 0.00% | 0.34% | 0.79% | Q2 2013 | Q2 2020 | 21 |
WADDELL & REED FINANCIAL INC | 21 | 21 | 0.02% | 0.18% | 0.49% | Q1 2016 | Q1 2021 | 21 |
Blue Chip Partners, LLC | 21 | 21 | 0.24% | 0.38% | 0.89% | Q4 2014 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.04% | 0.08% | Q3 2018 | Q3 2023 | 21 |
HANCOCK WHITNEY CORP | 21 | 21 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 21 |
HARVEST CAPITAL MANAGEMENT INC | 21 | 21 | 0.08% | 0.14% | 0.31% | Q2 2013 | Q2 2018 | 21 |
AQR Arbitrage LLC | 21 | 21 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2020 | 21 |
Global X Management CO LLC | 21 | 21 | 0.69% | 1.71% | 2.50% | Q2 2013 | Q2 2018 | 21 |
COWEN INC. | 19 | 1 | 0.02% | 0.10% | 0.20% | Q1 2013 | Q2 2018 | 21 |
Sterling Capital Management LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2019 | 21 |
SHUFRO ROSE & CO LLC | 20 | 1 | 0.02% | 0.03% | 0.04% | Q3 2012 | Q3 2023 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.46% | 1.07% | 2.80% | Q1 2017 | Q2 2022 | 21 |
Boston Partners | 17 | 4 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2022 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.23% | 0.31% | 0.58% | Q2 2013 | Q2 2018 | 21 |
Liberty Capital Management, Inc. | 14 | 7 | 0.16% | 0.38% | 0.72% | Q2 2013 | Q3 2023 | 21 |
BRYN MAWR TRUST Co | 8 | 1 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q4 2022 | 21 |
Kavar Capital Partners, LLC | 9 | 2 | 0.06% | 0.35% | 0.86% | Q4 2013 | Q3 2020 | 21 |
Spectrum Management Group, LLC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2022 | 21 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 21 | 21 | 0.11% | 0.17% | 0.26% | Q4 2017 | Q4 2022 | 21 |
SHEPHERD KAPLAN KROCHUK, LLC | 15 | 6 | 0.14% | 0.24% | 0.54% | Q4 2017 | Q3 2023 | 21 |
Columbia Asset Management | 7 | 1 | 0.06% | 0.21% | 0.40% | Q4 2013 | Q4 2019 | 21 |
Proficio Capital Partners LLC | 14 | 7 | 0.01% | 0.04% | 0.12% | Q1 2016 | Q3 2023 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 1.01% | 1.23% | 1.53% | Q2 2013 | Q2 2018 | 21 |
Maple Capital Management, Inc. | 21 | 21 | 0.08% | 0.13% | 0.16% | Q2 2013 | Q2 2018 | 21 |
AUGUSTINE ASSET MANAGEMENT INC | 21 | 21 | 0.11% | 0.42% | 0.73% | Q4 2016 | Q4 2021 | 21 |
MISSION WEALTH MANAGEMENT, LP | 8 | 1 | 0.02% | 0.07% | 0.14% | Q2 2016 | Q3 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.10% | 0.44% | 1.29% | Q3 2018 | Q3 2023 | 21 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.16% | 0.35% | 0.70% | Q4 2017 | Q4 2022 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.18% | 0.32% | 0.62% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Truvestments Capital LLC | 12 | 2 | 0.02% | 0.22% | 0.69% | Q2 2018 | Q3 2023 | 20 |
Cornell Pochily Investment Advisors, Inc. | 14 | 6 | 0.07% | 0.15% | 0.19% | Q3 2018 | Q3 2023 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
AMERICAN FINANCIAL GROUP INC | 20 | 20 | 0.07% | 1.23% | 2.40% | Q4 2018 | Q3 2023 | 20 |
PECONIC PARTNERS LLC | 16 | 1 | 0.04% | 0.65% | 4.10% | Q2 2013 | Q2 2022 | 20 |
ASSET ADVISORS CORP | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
&PARTNERS | 20 | 20 | 0.09% | 0.43% | 0.88% | Q4 2018 | Q3 2023 | 20 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 9 | 1 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 20 |
AMI INVESTMENT MANAGEMENT INC | 20 | 20 | 0.32% | 0.47% | 0.62% | Q4 2018 | Q3 2023 | 20 |
Avantax Planning Partners, Inc. | 15 | 1 | 0.01% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 20 |
CUMBERLAND ADVISORS INC | 16 | 1 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q3 2019 | 20 |
THOMASPARTNERS, INC. | 20 | 20 | 0.22% | 0.60% | 1.27% | Q2 2013 | Q1 2018 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
STEWART WEST INDIES TRADING CO., LTD | 20 | 20 | 1.01% | 1.41% | 1.93% | Q2 2013 | Q1 2018 | 20 |
River Road Asset Management, LLC | 20 | 20 | 0.13% | 0.36% | 1.16% | Q4 2018 | Q3 2023 | 20 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 8 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 20 |
Rodgers Brothers Inc. | 20 | 20 | 0.12% | 0.18% | 0.25% | Q4 2017 | Q3 2022 | 20 |
Employees Retirement System of Texas | 20 | 20 | 0.01% | 0.07% | 0.13% | Q3 2016 | Q2 2021 | 20 |
KBC Group NV | 16 | 4 | 0.00% | 0.00% | 0.06% | Q3 2016 | Q3 2021 | 20 |
Palisade Asset Management, LLC | 20 | 20 | 0.04% | 0.05% | 0.08% | Q2 2014 | Q1 2019 | 20 |
Apollo Management Holdings, L.P. | 18 | 18 | 0.01% | 0.05% | 0.23% | Q1 2018 | Q2 2022 | 20 |
ATALANTA SOSNOFF CAPITAL, LLC | 15 | 5 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 20 |
AGF Investments LLC | 19 | 1 | 0.00% | 0.01% | 0.07% | Q1 2017 | Q1 2022 | 20 |
SRB CORP | 20 | 20 | 1.10% | 2.09% | 2.80% | Q2 2013 | Q1 2018 | 20 |
CNA FINANCIAL CORP | 16 | 4 | 0.72% | 4.62% | 13.46% | Q4 2014 | Q3 2023 | 20 |
SMITH, MOORE & CO. | 19 | 1 | 0.05% | 0.14% | 0.25% | Q2 2015 | Q2 2020 | 20 |
Sutton Wealth Advisors Inc. | 17 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2023 | 20 |
Center Coast Capital Advisors, LP | 19 | 19 | 0.03% | 6.97% | 8.69% | Q2 2013 | Q4 2017 | 20 |
American Portfolios Advisors | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 20 |
TPH Asset Management, LLC | 19 | 19 | 0.01% | 2.41% | 4.50% | Q2 2013 | Q4 2017 | 20 |
Huntington Steele LLC | 20 | 20 | 1.37% | 2.29% | 2.92% | Q2 2013 | Q1 2018 | 20 |
Miracle Mile Advisors, LLC | 9 | 5 | 0.02% | 0.05% | 0.12% | Q1 2016 | Q4 2021 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.02% | 0.14% | 0.40% | Q4 2013 | Q3 2018 | 20 |
Archford Capital Strategies, LLC | 14 | 6 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q2 2019 | 20 |
Fort Sheridan Advisors LLC | 20 | 20 | 2.86% | 4.48% | 7.07% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.12% | 0.25% | 0.52% | Q4 2018 | Q3 2023 | 20 |
Lavaca Capital LLC | 20 | 20 | 0.02% | 0.69% | 2.42% | Q4 2018 | Q3 2023 | 20 |
VORPAL, LLC | 20 | 20 | 97.18% | 99.76% | 100.00% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.02% | 0.05% | 0.07% | Q4 2015 | Q3 2020 | 20 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 17 | 3 | 0.24% | 0.44% | 0.76% | Q4 2014 | Q3 2023 | 20 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 20 | 20 | 0.19% | 0.29% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Cornerstone Wealth Management, LLC | 7 | 2 | 0.02% | 0.08% | 0.33% | Q1 2017 | Q3 2023 | 20 |
Pettinga Financial Advisors LLC | 20 | 20 | 0.08% | 0.18% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Soros Fund Management | 20 | 20 | 0.06% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2014 | Q3 2019 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.09% | 0.22% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Summit Trail Advisors, LLC | 15 | 2 | 0.01% | 0.20% | 1.74% | Q4 2017 | Q3 2023 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.20% | 0.37% | 0.81% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.07% | 0.10% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Frisch Financial Group, Inc. | 20 | 20 | 0.22% | 0.34% | 0.61% | Q4 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.03% | 0.13% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.02% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.00% | 0.16% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.86% | 1.51% | 2.71% | Q4 2018 | Q3 2023 | 20 |
Sargent Investment Group, LLC | 20 | 20 | 0.11% | 0.15% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.07% | 0.15% | 0.27% | Q4 2018 | Q3 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.06% | 0.13% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 20 |
RDA Financial Network | 19 | 19 | 0.10% | 0.20% | 0.28% | Q1 2019 | Q3 2023 | 19 |
Taylor Wealth Management Partners | 19 | 19 | 0.29% | 1.56% | 4.52% | Q1 2015 | Q3 2019 | 19 |
Fortis Advisors, LLC | 15 | 4 | 0.00% | 0.33% | 0.89% | Q4 2016 | Q3 2023 | 19 |
BANK OF NOVA SCOTIA | 8 | 4 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q4 2021 | 19 |
Venturi Wealth Management, LLC | 13 | 3 | 0.01% | 0.40% | 0.58% | Q4 2015 | Q3 2023 | 19 |
MUHLENKAMP & CO INC | 11 | 1 | 0.13% | 0.24% | 0.35% | Q4 2017 | Q4 2023 | 19 |
Summit Equities Inc | 19 | 19 | 0.15% | 0.34% | 0.64% | Q1 2014 | Q3 2018 | 19 |
BRIDGES INVESTMENT COUNSEL INC/ | 19 | 19 | 0.13% | 0.21% | 0.31% | Q2 2013 | Q4 2017 | 19 |
New England Private Wealth Advisors LLC | 19 | 19 | 0.09% | 0.18% | 0.22% | Q1 2015 | Q3 2019 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.20% | 1.20% | 2.02% | Q2 2017 | Q1 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.13% | 0.49% | Q1 2019 | Q3 2023 | 19 |
FLC Capital Advisors | 19 | 19 | 0.21% | 0.54% | 0.90% | Q4 2018 | Q2 2023 | 19 |
BOK Financial Private Wealth, Inc. | 19 | 19 | 0.04% | 0.09% | 0.12% | Q3 2013 | Q1 2018 | 19 |
Westbourne Investment Advisors, Inc. | 19 | 19 | 0.16% | 0.26% | 0.41% | Q3 2015 | Q1 2020 | 19 |
Rafferty Asset Management, LLC | 16 | 1 | 0.02% | 0.07% | 0.26% | Q3 2015 | Q3 2020 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Old North State Trust, LLC | 13 | 6 | 0.04% | 0.16% | 0.20% | Q3 2018 | Q3 2023 | 19 |
Keeley-Teton Advisors, LLC | 19 | 19 | 0.01% | 0.08% | 0.13% | Q1 2017 | Q3 2021 | 19 |
Omnia Family Wealth, LLC | 10 | 9 | 0.04% | 0.10% | 0.19% | Q4 2016 | Q3 2023 | 19 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 19 | 19 | 0.21% | 0.44% | 0.68% | Q1 2019 | Q3 2023 | 19 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.03% | 0.10% | Q3 2013 | Q2 2017 | 19 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 19 | 19 | 0.32% | 0.53% | 1.11% | Q2 2013 | Q4 2017 | 19 |
Willingdon Wealth Management | 11 | 8 | 0.00% | 0.54% | 1.44% | Q4 2013 | Q1 2020 | 19 |
INVERNESS COUNSEL LLC /NY/ | 19 | 19 | 0.18% | 0.35% | 0.56% | Q2 2013 | Q4 2017 | 19 |
Cabot-Wellington, LLC | 19 | 19 | 4.38% | 5.30% | 7.26% | Q2 2013 | Q4 2017 | 19 |
Inscription Capital, LLC | 13 | 6 | 0.10% | 1.42% | 2.82% | Q4 2018 | Q3 2023 | 19 |
Syntal Capital Partners, LLC | 9 | 1 | 0.05% | 0.14% | 0.21% | Q2 2014 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2017 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Requisite Capital Management, LLC | 17 | 2 | 0.12% | 0.27% | 0.46% | Q4 2018 | Q3 2023 | 19 |
Gagnon Advisors, LLC | 19 | 19 | 2.37% | 4.03% | 7.78% | Q1 2019 | Q3 2023 | 19 |
VAN ECK ASSOCIATES CORP | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 19 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 19 | 19 | 0.03% | 0.05% | 0.06% | Q2 2015 | Q4 2019 | 19 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 10 | 2 | 0.00% | 0.07% | 0.29% | Q3 2020 | Q3 2023 | 19 |
RMB Capital Management, LLC | 18 | 1 | 0.03% | 0.06% | 0.10% | Q1 2017 | Q3 2023 | 19 |
STATE STREET CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
PROFFITT & GOODSON INC | 19 | 19 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.53% | 0.74% | 1.09% | Q2 2018 | Q4 2022 | 19 |
Blume Capital Management, Inc. | 19 | 19 | 0.02% | 0.24% | 0.40% | Q2 2015 | Q4 2019 | 19 |
StrategIQ Financial Group, LLC | 11 | 2 | 0.04% | 0.08% | 0.10% | Q2 2017 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.02% | 0.09% | Q3 2018 | Q3 2023 | 19 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 1 | 0.00% | 0.08% | 0.35% | Q2 2013 | Q3 2019 | 19 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 15 | 4 | 0.05% | 0.07% | 0.12% | Q4 2014 | Q4 2019 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.10% | 0.16% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Family Capital Trust Co | 19 | 19 | 0.01% | 0.59% | 3.52% | Q2 2013 | Q4 2017 | 19 |
Texan Capital Management | 19 | 19 | 1.90% | 2.83% | 3.35% | Q2 2013 | Q4 2017 | 19 |
South Street Advisors LLC | 10 | 9 | 0.04% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 19 |
Round Table Services, LLC | 16 | 3 | 0.10% | 0.17% | 0.23% | Q3 2015 | Q3 2022 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.13% | 0.59% | 1.09% | Q1 2019 | Q3 2023 | 19 |
Caption Management, LLC | 8 | 1 | 0.01% | 0.13% | 0.64% | Q4 2017 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.13% | 0.22% | 0.33% | Q2 2013 | Q3 2017 | 18 |
MAIRS & POWER INC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 18 |
PEOPLES FINANCIAL SERVICES CORP. | 18 | 18 | 0.04% | 0.07% | 0.11% | Q4 2013 | Q1 2018 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.62% | 0.87% | 1.21% | Q2 2013 | Q3 2017 | 18 |
Kingsview Wealth Management, LLC | 12 | 6 | 0.02% | 0.04% | 0.07% | Q1 2019 | Q3 2023 | 18 |
Global Endowment Management, LP | 18 | 18 | 0.17% | 0.46% | 1.45% | Q2 2013 | Q3 2017 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.07% | 0.37% | 0.64% | Q2 2013 | Q3 2017 | 18 |
Miller Investment Management, LP | 15 | 1 | 0.05% | 0.08% | 0.38% | Q2 2013 | Q4 2019 | 18 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 13 | 5 | 3.89% | 5.12% | 6.90% | Q2 2013 | Q4 2017 | 18 |
FIRST INTERSTATE BANK | 18 | 18 | 0.04% | 0.09% | 0.12% | Q3 2015 | Q4 2019 | 18 |
Abacus Planning Group, Inc. | 18 | 18 | 0.12% | 0.23% | 0.49% | Q2 2018 | Q3 2022 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.25% | 0.59% | 0.99% | Q2 2013 | Q3 2017 | 18 |
HOLLENCREST CAPITAL MANAGEMENT | 14 | 4 | 0.01% | 0.13% | 0.28% | Q4 2013 | Q3 2023 | 18 |
Van Hulzen Asset Management, LLC | 15 | 3 | 0.05% | 0.11% | 0.24% | Q1 2015 | Q4 2019 | 18 |
Caprock Group, LLC | 15 | 1 | 0.04% | 0.29% | 1.37% | Q4 2014 | Q2 2021 | 18 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.02% | 0.09% | 0.24% | Q2 2018 | Q3 2023 | 18 |
CYPRESS CAPITAL MANAGEMENT LLC | 18 | 18 | 0.08% | 0.13% | 0.20% | Q2 2018 | Q3 2022 | 18 |
Westover Capital Advisors, LLC | 13 | 5 | 0.11% | 0.14% | 0.19% | Q4 2018 | Q3 2023 | 18 |
LAKE STREET ADVISORS GROUP, LLC | 14 | 2 | 0.02% | 0.09% | 0.21% | Q4 2017 | Q3 2023 | 18 |
MONECO Advisors, LLC | 14 | 4 | 0.12% | 0.16% | 0.20% | Q1 2019 | Q3 2023 | 18 |
MERITAGE PORTFOLIO MANAGEMENT | 11 | 1 | 0.24% | 0.48% | 0.76% | Q2 2013 | Q3 2018 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.01% | 0.41% | 0.82% | Q4 2018 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Altavista Wealth Management, Inc. | 9 | 3 | 0.10% | 0.16% | 0.22% | Q2 2013 | Q4 2018 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.18% | 0.60% | Q2 2013 | Q3 2014 | 18 |
ERTS Wealth Advisors, LLC | 18 | 18 | 0.09% | 0.15% | 0.24% | Q4 2018 | Q1 2023 | 18 |
RFG Advisory, LLC | 11 | 1 | 0.01% | 0.10% | 0.68% | Q4 2014 | Q3 2023 | 18 |
TRAVELERS COMPANIES, INC. | 18 | 18 | 15.64% | 19.38% | 27.83% | Q2 2013 | Q3 2017 | 18 |
HL FINANCIAL SERVICES LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 18 |
JANUS HENDERSON GROUP PLC | 18 | 18 | 0.00% | 0.04% | 0.18% | Q2 2017 | Q3 2021 | 18 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 18 |
Friedberg Investment Management | 18 | 18 | 0.83% | 1.49% | 2.53% | Q2 2013 | Q3 2017 | 18 |
Vigilant Capital Management, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q2 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.03% | 0.05% | 0.06% | Q1 2019 | Q3 2023 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.07% | 0.34% | 0.59% | Q2 2013 | Q3 2017 | 18 |
Kimelman & Baird, LLC | 6 | 1 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q3 2019 | 18 |
Progeny 3, Inc. | 17 | 1 | 1.34% | 8.64% | 16.27% | Q3 2014 | Q3 2023 | 18 |
Community Bank & Trust, Waco, Texas | 18 | 18 | 0.08% | 0.20% | 0.60% | Q4 2015 | Q1 2020 | 18 |
MONROE BANK & TRUST/MI | 12 | 3 | 0.02% | 0.09% | 0.30% | Q2 2013 | Q2 2018 | 18 |
SignalPoint Asset Management, LLC | 14 | 4 | 0.09% | 0.11% | 0.14% | Q1 2019 | Q3 2023 | 18 |
CHILTON INVESTMENT CO INC. | 17 | 1 | 0.01% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 18 |
THORNBURG INVESTMENT MANAGEMENT INC | 18 | 18 | 0.22% | 0.34% | 0.42% | Q2 2016 | Q3 2020 | 18 |
WFG Advisors, LP | 17 | 17 | 0.14% | 0.44% | 1.27% | Q2 2013 | Q2 2017 | 17 |
NorthRock Partners, LLC | 17 | 17 | 0.02% | 0.08% | 0.29% | Q3 2019 | Q3 2023 | 17 |
HITE Hedge Asset Management LLC | 11 | 1 | 0.18% | 2.61% | 7.76% | Q2 2013 | Q3 2020 | 17 |
RPG Investment Advisory, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 17 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q4 2022 | 17 |
Resource Management, LLC | 17 | 17 | 0.09% | 0.77% | 1.07% | Q4 2017 | Q4 2021 | 17 |
BEACON TRUST CO | 17 | 17 | 0.05% | 0.08% | 0.14% | Q1 2013 | Q1 2017 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.11% | 0.15% | 0.30% | Q3 2019 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.58% | 0.87% | 1.59% | Q2 2013 | Q2 2017 | 17 |
COMMONWEALTH BANK OF AUSTRALIA | 11 | 6 | 0.01% | 0.52% | 2.20% | Q2 2013 | Q2 2019 | 17 |
CONDOR CAPITAL MANAGEMENT | 17 | 17 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q2 2017 | 17 |
Waverly Advisors, LLC | 9 | 4 | 0.01% | 0.04% | 0.08% | Q3 2013 | Q3 2023 | 17 |
NORTHEAST INVESTMENT MANAGEMENT | 11 | 6 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2017 | 17 |
Wealthcare Advisory Partners LLC | 17 | 17 | 0.03% | 0.08% | 0.14% | Q3 2017 | Q3 2021 | 17 |
Strategic Wealth Partners, Ltd. | 10 | 7 | 0.04% | 0.19% | 0.67% | Q4 2017 | Q1 2023 | 17 |
Artemis Investment Management LLP | 17 | 17 | 0.01% | 0.02% | 0.05% | Q2 2015 | Q2 2019 | 17 |
Pacer Advisors, Inc. | 16 | 1 | 0.01% | 0.04% | 0.30% | Q4 2013 | Q3 2023 | 17 |
New England Investment & Retirement Group, Inc. | 17 | 17 | 0.40% | 0.82% | 1.38% | Q2 2013 | Q2 2017 | 17 |
First Western Capital Management Co | 17 | 17 | 0.34% | 0.69% | 1.10% | Q4 2013 | Q4 2017 | 17 |
Modus Advisors, LLC | 17 | 17 | 0.18% | 0.29% | 1.22% | Q4 2019 | Q4 2023 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.20% | 0.35% | 0.87% | Q3 2019 | Q3 2023 | 17 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 17 | 17 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q4 2019 | 17 |
Baystate Wealth Management LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 17 |
FCM INVESTMENTS/TX | 17 | 17 | 0.01% | 0.14% | 0.58% | Q2 2013 | Q2 2017 | 17 |
SII INVESTMENTS INC/WI | 17 | 17 | 0.02% | 0.13% | 0.37% | Q2 2013 | Q2 2017 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.00% | 0.10% | 0.17% | Q3 2019 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.42% | 0.61% | 1.35% | Q3 2019 | Q3 2023 | 17 |
Trinity Legacy Partners, LLC | 14 | 3 | 0.11% | 0.44% | 1.00% | Q2 2019 | Q3 2023 | 17 |
Avion Wealth | 17 | 17 | 0.23% | 0.51% | 1.16% | Q3 2019 | Q3 2023 | 17 |
BP CAPITAL FUND ADVISORS, LLC | 17 | 17 | 0.78% | 4.79% | 10.01% | Q4 2015 | Q4 2019 | 17 |
RPg Family Wealth Advisory, LLC | 14 | 1 | 0.02% | 0.13% | 0.22% | Q4 2015 | Q2 2023 | 17 |
ARGYLL RESEARCH, LLC | 17 | 17 | 54.33% | 74.51% | 88.77% | Q3 2015 | Q3 2019 | 17 |
ISTHMUS PARTNERS, LLC | 16 | 1 | 0.00% | 0.03% | 0.12% | Q4 2014 | Q2 2021 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.03% | 0.05% | 0.10% | Q1 2018 | Q1 2022 | 17 |
Certified Advisory Corp | 11 | 1 | 0.03% | 0.08% | 0.14% | Q4 2017 | Q3 2023 | 17 |
WINMILL & CO. INC | 17 | 17 | 0.25% | 0.34% | 0.49% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.49% | 0.67% | 1.02% | Q3 2019 | Q3 2023 | 17 |
Addison Capital Co | 11 | 6 | 0.15% | 0.25% | 0.37% | Q2 2019 | Q3 2023 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.27% | 0.66% | 0.96% | Q4 2018 | Q4 2022 | 17 |
BDO Wealth Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 17 |
Granite Investment Partners, LLC | 17 | 17 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q2 2017 | 17 |
NEXPOINT ASSET MANAGEMENT, L.P. | 17 | 17 | 0.12% | 0.32% | 1.03% | Q3 2019 | Q3 2023 | 17 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 3 | 0.13% | 0.31% | 0.46% | Q2 2013 | Q3 2023 | 17 |
Delta Investment Management, LLC | 17 | 17 | 1.54% | 2.25% | 3.82% | Q3 2019 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 17 |
BINGHAM OSBORN & SCARBOROUGH LLC | 15 | 2 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2021 | 17 |
Bluefin Trading, LLC | 7 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q4 2017 | 16 |
Claraphi Advisory Network, LLC | 11 | 5 | 0.04% | 0.20% | 0.29% | Q4 2017 | Q3 2022 | 16 |
Palo Capital, Inc. | 16 | 16 | 0.11% | 0.18% | 0.36% | Q4 2014 | Q3 2018 | 16 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.02% | 0.74% | 1.37% | Q2 2013 | Q3 2016 | 16 |
Mengis Capital Management, Inc. | 7 | 1 | 0.06% | 0.15% | 0.23% | Q1 2015 | Q4 2019 | 16 |
Trellis Advisors, LLC | 16 | 16 | 0.35% | 0.45% | 0.80% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 16 |
Jaffetilchin Investment Partners, LLC | 7 | 1 | 0.02% | 0.06% | 0.18% | Q4 2016 | Q3 2023 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.18% | 0.28% | 0.48% | Q4 2017 | Q3 2021 | 16 |
Blackstone Inc. | 15 | 1 | 1.93% | 3.55% | 5.91% | Q4 2017 | Q3 2023 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 0.02% | 0.16% | 0.33% | Q4 2017 | Q3 2021 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q2 2022 | 16 |
Lindbrook Capital, LLC | 8 | 8 | 0.01% | 0.15% | 0.32% | Q4 2018 | Q3 2023 | 16 |
Private Capital Group, LLC | 13 | 3 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2022 | 16 |
Tradewinds Capital Management, LLC | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 16 |
Partnervest Advisory Services LLC | 7 | 1 | 0.05% | 0.12% | 0.19% | Q2 2013 | Q3 2020 | 16 |
Liberty Mutual Group Asset Management Inc. | 16 | 16 | 0.18% | 0.33% | 0.51% | Q2 2013 | Q1 2017 | 16 |
Abbrea Capital, LLC | 16 | 16 | 0.10% | 0.65% | 1.34% | Q4 2016 | Q3 2020 | 16 |
JANUS HENDERSON INVESTORS US LLC | 16 | 16 | 0.11% | 0.33% | 0.52% | Q2 2013 | Q1 2017 | 16 |
Day & Ennis, LLC | 11 | 2 | 0.09% | 0.13% | 0.22% | Q4 2016 | Q3 2023 | 16 |
Your Advocates Ltd., LLP | 16 | 16 | 0.23% | 0.29% | 0.41% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.00% | 0.02% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Red Door Wealth Management, LLC | 16 | 16 | 0.22% | 0.29% | 0.51% | Q4 2019 | Q3 2023 | 16 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 16 | 16 | 0.10% | 0.13% | 0.22% | Q1 2016 | Q4 2019 | 16 |
Insight Folios Inc | 16 | 16 | 2.19% | 2.75% | 3.54% | Q4 2019 | Q3 2023 | 16 |
First Houston Capital, Inc. | 16 | 16 | 1.32% | 1.98% | 2.61% | Q3 2013 | Q2 2017 | 16 |
EDMP, INC. | 16 | 16 | 0.27% | 1.92% | 2.71% | Q4 2019 | Q3 2023 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.29% | 0.52% | 0.81% | Q4 2019 | Q3 2023 | 16 |
Wealth Alliance | 16 | 16 | 0.09% | 0.14% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Cribstone Capital Management, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2020 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.62% | 0.96% | 1.28% | Q2 2013 | Q1 2017 | 16 |
Kore Private Wealth LLC | 16 | 16 | 1.09% | 1.65% | 2.39% | Q4 2018 | Q3 2022 | 16 |
Americana Partners, LLC | 16 | 16 | 4.49% | 7.17% | 10.57% | Q4 2019 | Q3 2023 | 16 |
TimeScale Financial, Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 16 |
EPIQ PARTNERS, LLC | 16 | 16 | 0.18% | 0.30% | 0.45% | Q4 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.28% | 0.72% | 1.48% | Q4 2019 | Q3 2023 | 16 |
Birch Capital Management, LLC | 16 | 16 | 0.64% | 1.58% | 3.07% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.05% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.20% | 0.26% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Austin Private Wealth, LLC | 16 | 16 | 0.05% | 0.07% | 0.18% | Q4 2019 | Q3 2023 | 16 |
SkyOak Wealth, LLC | 16 | 16 | 0.09% | 0.12% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Cerity Partners LLC | 16 | 16 | 0.02% | 0.12% | 0.27% | Q4 2019 | Q3 2023 | 16 |
First Eagle Investment Management, LLC | 15 | 1 | 0.00% | 0.14% | 0.24% | Q2 2017 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.12% | 0.18% | 0.38% | Q4 2019 | Q3 2023 | 16 |
First PREMIER Bank | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.24% | 0.35% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q1 2017 | 16 |
PITCAIRN CO | 16 | 16 | 0.10% | 0.17% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
KELLEHER FINANCIAL ADVISORS | 5 | 1 | 0.00% | 0.21% | 0.35% | Q1 2016 | Q2 2023 | 16 |
Recurrent Investment Advisors LLC | 16 | 16 | 4.51% | 5.58% | 6.95% | Q4 2019 | Q3 2023 | 16 |
Risk Paradigm Group, LLC | 16 | 16 | 0.32% | 0.52% | 1.11% | Q1 2015 | Q4 2018 | 16 |
ZACKS INVESTMENT MANAGEMENT | 16 | 16 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q1 2017 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 16 |
Cypress Wealth Advisors LLC | 16 | 16 | 0.51% | 1.79% | 3.77% | Q2 2015 | Q1 2019 | 16 |
Veracity Capital LLC | 16 | 16 | 0.22% | 0.41% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Teamwork Financial Advisors, LLC | 16 | 16 | 0.61% | 1.68% | 2.64% | Q4 2019 | Q3 2023 | 16 |
Lowell Blake & Associates Inc. | 16 | 16 | 1.08% | 1.76% | 2.20% | Q4 2019 | Q3 2023 | 16 |
Argent Advisors, Inc. | 16 | 16 | 0.31% | 0.65% | 0.80% | Q4 2019 | Q3 2023 | 16 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 11 | 5 | 0.05% | 0.89% | 1.96% | Q1 2015 | Q3 2020 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 16 |
Virtus ETF Advisers LLC | 8 | 2 | 0.25% | 2.97% | 7.13% | Q4 2015 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 3 | 0.11% | 0.23% | 0.56% | Q4 2015 | Q1 2020 | 16 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2014 | 16 |
Notis-McConarty Edward | 8 | 8 | 0.05% | 0.13% | 0.24% | Q4 2013 | Q3 2020 | 16 |
Perkins Investment Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 16 |
PRECEPT MANAGEMENT LLC | 15 | 15 | 1.31% | 7.81% | 14.94% | Q2 2017 | Q4 2020 | 15 |
RICE HALL JAMES & ASSOCIATES, LLC | 14 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2017 | 15 |
Independence Trust CO | 15 | 15 | 0.29% | 0.82% | 1.67% | Q2 2013 | Q4 2016 | 15 |
BECK CAPITAL MANAGEMENT, LLC | 8 | 7 | 0.29% | 0.84% | 1.30% | Q4 2013 | Q4 2017 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.27% | 0.41% | 0.57% | Q2 2013 | Q4 2016 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
NORTHSTAR WEALTH PARTNERS LLC | 15 | 15 | 0.20% | 0.30% | 0.48% | Q1 2017 | Q3 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.06% | 0.07% | 0.08% | Q2 2016 | Q4 2019 | 15 |
SOLARIS ASSET MANAGEMENT LLC | 9 | 6 | 0.01% | 0.20% | 0.32% | Q2 2013 | Q4 2017 | 15 |
Wealth Advisors of Iowa, LLC | 15 | 15 | 0.14% | 0.27% | 0.55% | Q1 2020 | Q3 2023 | 15 |
Clear Perspective Advisors, LLC | 8 | 7 | 0.02% | 0.07% | 0.19% | Q4 2016 | Q4 2021 | 15 |
CHARTWELL INVESTMENT PARTNERS, LLC | 15 | 15 | 0.06% | 0.09% | 0.14% | Q2 2014 | Q4 2017 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 15 |
KANALY TRUST CO | 15 | 15 | 2.81% | 4.13% | 6.97% | Q2 2013 | Q4 2016 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q4 2016 | 15 |
ICONIQ Capital, LLC | 15 | 15 | 0.02% | 0.05% | 0.10% | Q3 2014 | Q1 2018 | 15 |
Hillman Capital Management, Inc. | 15 | 15 | 2.99% | 3.23% | 3.60% | Q4 2019 | Q2 2023 | 15 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 11 | 4 | 0.32% | 0.68% | 1.46% | Q2 2013 | Q4 2020 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 15 |
Heritage Trust Co | 9 | 6 | 0.05% | 0.09% | 0.10% | Q1 2017 | Q3 2023 | 15 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 15 | 15 | 0.20% | 0.57% | 1.20% | Q1 2017 | Q3 2020 | 15 |
Arcus Capital Partners, LLC | 14 | 1 | 0.04% | 0.25% | 0.48% | Q4 2015 | Q4 2022 | 15 |
Kingfisher Capital LLC | 13 | 1 | 0.00% | 0.09% | 0.16% | Q4 2015 | Q2 2023 | 15 |
Platform Technology Partners | 10 | 5 | 0.30% | 0.64% | 1.94% | Q4 2019 | Q3 2023 | 15 |
MADDEN SECURITIES Corp | 14 | 1 | 0.24% | 0.85% | 1.12% | Q4 2019 | Q3 2023 | 15 |
Koshinski Asset Management, Inc. | 12 | 1 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Tranquility Partners, LLC | 15 | 15 | 0.17% | 0.23% | 0.32% | Q1 2020 | Q3 2023 | 15 |
AGRAN LIBBIE | 13 | 2 | 1.94% | 2.36% | 2.87% | Q2 2013 | Q1 2017 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.06% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 15 |
HARBER ASSET MANAGEMENT LLC | 8 | 7 | 1.86% | 2.73% | 4.66% | Q1 2018 | Q4 2021 | 15 |
EXCHANGE TRADED CONCEPTS, LLC | 12 | 3 | 0.00% | 0.11% | 0.56% | Q4 2019 | Q4 2023 | 15 |
GABELLI FUNDS LLC | 15 | 15 | 0.00% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
THOMPSON DAVIS & CO., INC. | 11 | 1 | 0.01% | 0.17% | 0.32% | Q2 2014 | Q3 2018 | 15 |
Integrated Advisors Network LLC | 11 | 4 | 0.02% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 15 |
ARGI Investment Services, LLC | 13 | 2 | 0.01% | 0.03% | 0.23% | Q3 2014 | Q4 2022 | 15 |
BOYS ARNOLD & CO INC | 8 | 3 | 0.03% | 0.08% | 0.16% | Q2 2014 | Q4 2019 | 15 |
NAPLES GLOBAL ADVISORS, LLC | 15 | 15 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 15 |
Allred Capital Management, LLC | 14 | 1 | 0.17% | 0.33% | 0.58% | Q4 2018 | Q3 2022 | 15 |
Surevest, LLC | 15 | 15 | 0.15% | 0.27% | 0.45% | Q1 2019 | Q3 2022 | 15 |
Baird Financial Group, Inc. | 13 | 2 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2019 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.13% | 0.21% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Destination Wealth Management | 14 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q4 2019 | 15 |
CX Institutional | 14 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2022 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.03% | 0.06% | 0.11% | Q4 2019 | Q3 2023 | 15 |
BOSTON ADVISORS LLC | 14 | 1 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q3 2019 | 15 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 13 | 2 | 0.41% | 0.96% | 3.13% | Q4 2019 | Q3 2023 | 15 |
SIGNET FINANCIAL MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.33% | 1.48% | Q4 2014 | Q4 2021 | 15 |
CVA Family Office, LLC | 15 | 15 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Trutina Financial LLC | 15 | 15 | 0.26% | 0.31% | 0.37% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Cedar Wealth Management, LLC | 12 | 1 | 0.03% | 0.12% | 0.21% | Q2 2016 | Q3 2023 | 15 |
MSI Financial Services Inc | 13 | 1 | 0.06% | 0.14% | 0.21% | Q2 2013 | Q4 2016 | 14 |
ZAZOVE ASSOCIATES LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 14 |
MILLENNIUM MANAGEMENT LLC | 7 | 3 | 0.00% | 0.03% | 0.11% | Q2 2014 | Q1 2018 | 14 |
Cadence Bank | 6 | 1 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 14 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2018 | 14 |
FormulaFolio Investments, LLC | 5 | 3 | 0.01% | 0.03% | 0.13% | Q4 2014 | Q2 2021 | 14 |
NICOLET ADVISORY SERVICES, LLC | 10 | 4 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 14 |
GenTrust, LLC | 14 | 14 | 0.03% | 0.16% | 0.40% | Q4 2016 | Q1 2020 | 14 |
Hemenway Trust Co LLC | 9 | 5 | 0.02% | 0.16% | 0.35% | Q1 2013 | Q4 2020 | 14 |
Janney Capital Management LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2019 | 14 |
Argentus Capital Management, LLC | 14 | 14 | 0.07% | 0.21% | 0.40% | Q2 2013 | Q3 2016 | 14 |
Thomasville National Bank | 8 | 1 | 0.02% | 0.21% | 0.37% | Q1 2015 | Q1 2020 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.34% | 0.56% | 0.71% | Q4 2017 | Q1 2021 | 14 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.16% | 0.28% | 0.56% | Q4 2013 | Q4 2017 | 14 |
Global Wealth Management Investment Advisory, Inc. | 12 | 2 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 14 |
First Command Financial Services, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
DUBUQUE BANK & TRUST CO | 12 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 14 |
Executive Wealth Management, LLC | 11 | 3 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q3 2023 | 14 |
Physician Wealth Advisors, Inc. | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 14 | 14 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q1 2021 | 14 |
BANK HAPOALIM BM | 14 | 14 | 0.02% | 0.14% | 0.33% | Q1 2019 | Q2 2022 | 14 |
CLINTON GROUP INC | 5 | 1 | 0.05% | 0.32% | 1.10% | Q3 2013 | Q3 2018 | 14 |
KEELEY ASSET MANAGEMENT CORP | 10 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 14 |
WP Advisors, LLC | 11 | 1 | 0.12% | 2.38% | 3.48% | Q2 2018 | Q3 2023 | 14 |
Kamunting Street Capital Management, L.P. | 14 | 14 | 5.13% | 16.87% | 36.98% | Q2 2020 | Q3 2023 | 14 |
Shoker Investment Counsel, Inc. | 14 | 14 | 0.90% | 1.47% | 1.95% | Q2 2020 | Q3 2023 | 14 |
TORRAY INVESTMENT PARTNERS LLC | 6 | 3 | 0.03% | 0.13% | 0.30% | Q2 2013 | Q4 2019 | 14 |
Citizens National Bank Trust Department | 14 | 14 | 0.11% | 0.14% | 0.20% | Q2 2020 | Q3 2023 | 14 |
PRIVATE ASSET MANAGEMENT INC | 14 | 14 | 0.05% | 0.05% | 0.06% | Q1 2016 | Q2 2019 | 14 |
Checchi Capital Advisers, LLC | 7 | 7 | 0.02% | 0.12% | 0.27% | Q4 2018 | Q3 2023 | 14 |
GAMBLE JONES INVESTMENT COUNSEL | 11 | 3 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q4 2016 | 14 |
AMP Capital Investors Ltd | 6 | 1 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q2 2021 | 14 |
Intellectus Partners, LLC | 10 | 1 | 0.06% | 0.08% | 0.11% | Q4 2016 | Q3 2023 | 14 |
Robertson Stephens Wealth Management, LLC | 14 | 14 | 0.10% | 0.17% | 0.28% | Q2 2020 | Q3 2023 | 14 |
INSIGHT 2811, INC. | 14 | 14 | 0.65% | 0.81% | 1.26% | Q2 2013 | Q3 2016 | 14 |
Legacy Financial Advisors, Inc. | 8 | 6 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2022 | 14 |
First Command Bank | 14 | 14 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Sawyer & Company, Inc | 9 | 5 | 0.02% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 14 |
Lowe Wealth Advisors, LLC | 13 | 1 | 0.01% | 0.03% | 0.12% | Q4 2014 | Q4 2023 | 14 |
Timber Creek Capital Management LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
IBERIABANK CORP | 11 | 1 | 0.02% | 0.30% | 0.56% | Q4 2012 | Q4 2019 | 13 |
RBF Capital, LLC | 12 | 1 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q3 2023 | 13 |
LYELL WEALTH MANAGEMENT, LP | 11 | 1 | 0.02% | 0.16% | 0.28% | Q1 2018 | Q3 2023 | 13 |
Krilogy Financial LLC | 13 | 13 | 0.07% | 0.15% | 0.49% | Q3 2015 | Q3 2018 | 13 |
Secure Asset Management, LLC | 11 | 2 | 0.12% | 0.31% | 0.60% | Q2 2020 | Q3 2023 | 13 |
CHIRON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.78% | 1.27% | 1.68% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 13 |
CADENCE CAPITAL MANAGEMENT LLC | 13 | 13 | 1.00% | 2.83% | 8.39% | Q3 2017 | Q3 2020 | 13 |
Principle Wealth Partners LLC | 12 | 1 | 0.03% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Summit X, LLC | 11 | 1 | 0.12% | 0.21% | 0.29% | Q2 2017 | Q4 2022 | 13 |
Investors Research Corp | 13 | 13 | 0.20% | 0.22% | 0.26% | Q3 2020 | Q3 2023 | 13 |
MetLife Investment Management, LLC | 13 | 13 | 0.26% | 0.37% | 0.49% | Q3 2018 | Q3 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.03% | 0.08% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Elgethun Capital Management | 12 | 1 | 0.04% | 0.58% | 0.78% | Q4 2016 | Q3 2023 | 13 |
Waldron Private Wealth LLC | 5 | 1 | 0.01% | 0.14% | 0.97% | Q4 2015 | Q3 2023 | 13 |
BALLAST ADVISORS LLC | 13 | 13 | 2.68% | 3.28% | 3.66% | Q3 2020 | Q3 2023 | 13 |
CAROLINAS WEALTH CONSULTING LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q2 2023 | 13 |
Parasol Investment Management, LLC | 13 | 13 | 0.02% | 0.06% | 0.14% | Q4 2013 | Q4 2016 | 13 |
TIEDEMANN TRUST CO | 13 | 13 | 2.39% | 4.04% | 7.62% | Q2 2013 | Q2 2016 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.66% | 0.82% | 1.13% | Q2 2013 | Q2 2016 | 13 |
MCKINLEY CAPITAL MANAGEMENT LLC | 13 | 13 | 0.01% | 0.06% | 0.12% | Q2 2016 | Q2 2019 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.02% | 0.05% | 0.15% | Q2 2013 | Q2 2016 | 13 |
Blankinship & Foster, LLC | 13 | 13 | 1.06% | 1.29% | 1.77% | Q4 2016 | Q4 2019 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.58% | 1.00% | 1.61% | Q2 2013 | Q2 2016 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Pinnacle Advisory Group, Inc. | 9 | 2 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q2 2018 | 13 |
IFC Holdings Incorporated/FL | 8 | 5 | 0.02% | 0.03% | 0.05% | Q2 2014 | Q4 2017 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Cypress Wealth Services, LLC | 11 | 2 | 0.06% | 0.87% | 1.32% | Q4 2017 | Q2 2023 | 13 |
EVOKE WEALTH, LLC | 13 | 13 | 0.00% | 0.03% | 0.24% | Q3 2019 | Q3 2022 | 13 |
Samalin Investment Counsel, LLC | 12 | 1 | 0.11% | 0.60% | 1.18% | Q4 2019 | Q3 2023 | 13 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 13 | 13 | 0.26% | 0.38% | 0.58% | Q4 2015 | Q4 2018 | 13 |
CORDA Investment Management, LLC. | 5 | 1 | 0.11% | 0.16% | 0.24% | Q2 2014 | Q3 2019 | 13 |
Cornerstone Advisory, LLC | 6 | 1 | 0.04% | 0.09% | 0.20% | Q2 2017 | Q3 2023 | 13 |
IMA Wealth, Inc. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2022 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2019 | 13 |
Gryphon Financial Partners LLC | 12 | 1 | 0.05% | 0.17% | 0.30% | Q4 2017 | Q2 2021 | 13 |
Sovereign Investment Advisors, LLC | 13 | 13 | 2.06% | 3.11% | 3.57% | Q3 2020 | Q3 2023 | 13 |
Oliver Luxxe Assets LLC | 13 | 13 | 1.88% | 2.24% | 2.52% | Q3 2020 | Q3 2023 | 13 |
TODD ASSET MANAGEMENT LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 13 |
AM INVESTMENT STRATEGIES LLC | 13 | 13 | 0.43% | 0.63% | 0.92% | Q3 2020 | Q3 2023 | 13 |
HOEY INVESTMENTS, INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 2 | 0.00% | 0.05% | 0.22% | Q3 2017 | Q2 2021 | 13 |
Sugarloaf Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Phocas Financial Corp. | 11 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2019 | 13 |
Almanack Investment Partners, LLC. | 11 | 1 | 0.03% | 0.07% | 0.15% | Q1 2017 | Q3 2023 | 13 |
Regal Investment Advisors LLC | 10 | 1 | 0.05% | 0.08% | 0.16% | Q2 2013 | Q1 2017 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.02% | 0.04% | 0.08% | Q2 2014 | Q2 2017 | 13 |
MTM Investment Management, LLC | 12 | 12 | 0.11% | 0.15% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.09% | 0.14% | 0.24% | Q2 2013 | Q1 2016 | 12 |
Tweedy, Browne Co LLC | 12 | 12 | 0.08% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.09% | 0.15% | Q4 2018 | Q3 2021 | 12 |
WealthTrust Fairport, LLC | 7 | 5 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2019 | 12 |
CITIZENS FINANCIAL GROUP INC/RI | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2022 | 12 |
Accredited Investors Inc. | 12 | 12 | 0.04% | 0.06% | 0.07% | Q4 2017 | Q3 2020 | 12 |
Arlington Partners LLC | 7 | 1 | 0.04% | 0.72% | 1.84% | Q3 2018 | Q1 2023 | 12 |
EAGLE ASSET MANAGEMENT INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q2 2019 | 12 |
Crewe Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
PRICE T ROWE ASSOCIATES INC /MD/ | 12 | 12 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q1 2019 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.39% | 0.49% | 0.60% | Q4 2020 | Q3 2023 | 12 |
ANCHOR CAPITAL ADVISORS LLC | 9 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 12 |
CAMPBELL CAPITAL MANAGEMENT INC | 12 | 12 | 0.54% | 0.87% | 1.21% | Q4 2018 | Q3 2021 | 12 |
ROCKLAND TRUST CO | 5 | 2 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2022 | 12 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 5 | 2 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2019 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 12 | 0.36% | 0.59% | 0.89% | Q4 2015 | Q3 2018 | 12 |
Lourd Capital, LLC | 11 | 1 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q1 2018 | 12 |
FRG Family Wealth Advisors LLC | 12 | 12 | 0.10% | 0.25% | 0.46% | Q4 2015 | Q3 2018 | 12 |
Antonetti Capital Management LLC | 9 | 1 | 0.03% | 0.07% | 0.14% | Q2 2010 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
GP Brinson Investments LLC | 12 | 12 | 3.40% | 4.82% | 5.68% | Q1 2021 | Q4 2023 | 12 |
HHG & Company, LLC | 12 | 12 | 0.12% | 0.16% | 0.19% | Q2 2013 | Q1 2016 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 1.15% | 1.49% | 1.75% | Q4 2020 | Q3 2023 | 12 |
Bard Financial Services, Inc. | 12 | 12 | 0.24% | 0.34% | 0.62% | Q4 2020 | Q3 2023 | 12 |
CHILDRESS CAPITAL ADVISORS, LLC | 12 | 12 | 1.02% | 1.31% | 1.68% | Q4 2020 | Q3 2023 | 12 |
Timber Hill LLC | 8 | 4 | 0.00% | 0.03% | 0.21% | Q1 2014 | Q4 2017 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 0.04% | 0.15% | 0.22% | Q2 2013 | Q1 2016 | 12 |
Municipal Employees' Retirement System of Michigan | 10 | 2 | 0.15% | 0.27% | 0.47% | Q1 2016 | Q1 2019 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
OUTFITTER FINANCIAL LLC | 12 | 12 | 4.07% | 5.01% | 5.88% | Q4 2020 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.22% | 0.30% | 0.41% | Q4 2020 | Q3 2023 | 12 |
OAK FAMILY ADVISORS, LLC | 12 | 12 | 0.83% | 1.54% | 2.26% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.12% | 0.15% | 0.17% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.14% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
AMERICAN NATIONAL BANK | 8 | 4 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2022 | 12 |
Sandbox Financial Partners, LLC | 12 | 12 | 0.14% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Clarus Group, Inc. | 12 | 12 | 1.11% | 1.41% | 1.69% | Q4 2020 | Q3 2023 | 12 |
COWA, LLC | 12 | 12 | 0.86% | 1.23% | 1.85% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.34% | 0.50% | 0.80% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.04% | 0.06% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Rench Wealth Management, Inc. | 7 | 5 | 0.14% | 0.15% | 0.17% | Q4 2016 | Q4 2019 | 12 |
Capstone Financial Advisors, Inc. | 11 | 1 | 0.02% | 0.04% | 0.25% | Q2 2015 | Q3 2023 | 12 |
HWG Holdings LP | 6 | 1 | 0.01% | 0.71% | 6.06% | Q2 2016 | Q4 2023 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.36% | 0.40% | 0.46% | Q4 2020 | Q3 2023 | 12 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 12 | 12 | 5.22% | 12.26% | 16.90% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Hudson Value Partners, LLC | 12 | 12 | 0.20% | 0.26% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.30% | 0.37% | 0.48% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Bramshill Investments, LLC | 6 | 2 | 0.07% | 0.25% | 0.72% | Q2 2017 | Q2 2023 | 12 |
IAG Wealth Partners, LLC | 11 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 12 |
LOGAN CAPITAL MANAGEMENT INC | 8 | 4 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.20% | 0.36% | 0.59% | Q2 2020 | Q1 2023 | 12 |
Annandale Capital, LLC | 12 | 12 | 1.34% | 1.67% | 2.06% | Q4 2020 | Q3 2023 | 12 |
Salvus Wealth Management, LLC | 12 | 12 | 0.27% | 0.35% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Vident Investment Advisory, LLC | 11 | 1 | 0.01% | 0.85% | 1.08% | Q3 2017 | Q3 2022 | 12 |
True North Advisors, LLC | 12 | 12 | 0.24% | 0.66% | 0.92% | Q4 2019 | Q3 2022 | 12 |
Asio Capital, LLC | 11 | 1 | 0.05% | 0.11% | 0.24% | Q4 2019 | Q2 2023 | 12 |
1776 Wealth LLC | 9 | 3 | 0.12% | 0.22% | 0.40% | Q4 2019 | Q4 2022 | 12 |
Starfire Investment Advisers, Inc. | 5 | 1 | 0.13% | 0.48% | 2.91% | Q1 2015 | Q1 2020 | 12 |
LGL PARTNERS, LLC | 9 | 3 | 0.17% | 0.25% | 0.41% | Q1 2016 | Q1 2021 | 12 |
Appaloosa LP | 12 | 12 | 0.24% | 0.89% | 1.36% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 11 | 11 | 0.00% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 12 |
FEDERATED HERMES, INC. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2018 | 12 |
Marcum Wealth, LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Guidant Wealth Advisors | 12 | 12 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 0.08% | 0.33% | 0.83% | Q4 2020 | Q3 2023 | 12 |
PSI Advisors, LLC | 11 | 1 | 0.09% | 0.17% | 0.25% | Q4 2019 | Q3 2023 | 12 |
SIMON QUICK ADVISORS, LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q1 2022 | 12 |
Realta Investment Advisors | 7 | 1 | 0.06% | 0.10% | 0.21% | Q1 2019 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 1 | 0.05% | 0.07% | 0.18% | Q2 2020 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.14% | 0.23% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.01% | 0.10% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Costello Asset Management, INC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q2 2020 | Q1 2023 | 12 |
Conservest Capital Advisors, Inc. | 12 | 12 | 0.04% | 0.07% | 0.09% | Q1 2017 | Q4 2019 | 12 |
Global Trust Asset Management, LLC | 12 | 12 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2020 | 12 |
New Potomac Partners, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2020 | 12 |
Advisor OS, LLC | 12 | 12 | 0.12% | 0.16% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Crumly & Associates Inc. | 12 | 12 | 0.10% | 0.12% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Sepio Capital, LP | 8 | 4 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 12 |
Selective Wealth Management, Inc. | 7 | 5 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2022 | 12 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 12 | 12 | 2.11% | 4.13% | 5.77% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
HRT FINANCIAL LP | 9 | 1 | 0.00% | 0.13% | 0.84% | Q3 2019 | Q2 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2016 | 12 |
Affiance Financial, LLC | 10 | 1 | 0.00% | 1.84% | 5.69% | Q4 2014 | Q4 2022 | 11 |
Main Street Research LLC | 5 | 1 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2018 | 11 |
Galvin, Gaustad & Stein, LLC | 7 | 4 | 0.03% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 11 |
TrinityPoint Wealth, LLC | 7 | 1 | 0.04% | 0.09% | 0.27% | Q3 2019 | Q3 2023 | 11 |
Disciplined Investments, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 11 |
Hoese & Co LLP | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2023 | 11 |
Garde Capital, Inc. | 6 | 1 | 0.12% | 0.19% | 0.30% | Q4 2014 | Q4 2018 | 11 |
Venture Visionary Partners LLC | 11 | 11 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
GODSEY & GIBB, INC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 11 |
Empowered Funds, LLC | 7 | 4 | 0.05% | 0.13% | 0.19% | Q4 2020 | Q3 2023 | 11 |
TCW GROUP INC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 11 |
Vestcor Inc | 11 | 11 | 0.04% | 0.07% | 0.14% | Q4 2019 | Q2 2022 | 11 |
MOODY LYNN & LIEBERSON, LLC | 9 | 2 | 0.03% | 0.21% | 0.31% | Q2 2013 | Q3 2023 | 11 |
CMG Global Holdings, LLC | 11 | 11 | 0.60% | 0.96% | 1.17% | Q1 2021 | Q3 2023 | 11 |
PATTON ALBERTSON MILLER GROUP, LLC | 7 | 1 | 0.04% | 0.08% | 0.11% | Q2 2016 | Q4 2019 | 11 |
SPINNAKER TRUST | 11 | 11 | 0.03% | 0.21% | 0.30% | Q3 2017 | Q1 2020 | 11 |
Front Row Advisors LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Oder Investment Management, LLC | 11 | 11 | 0.29% | 0.46% | 0.52% | Q1 2021 | Q3 2023 | 11 |
CROFT-LEOMINSTER INC | 11 | 11 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2015 | 11 |
Donald L. Hagan, LLC | 4 | 1 | 0.16% | 0.21% | 0.32% | Q4 2014 | Q2 2019 | 11 |
Bienville Capital Management, LLC | 7 | 1 | 0.04% | 0.08% | 0.14% | Q2 2016 | Q1 2020 | 11 |
Csenge Advisory Group | 10 | 1 | 0.02% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 11 |
Alexandria Capital, LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2015 | 11 |
Ballentine Partners, LLC | 11 | 11 | 0.14% | 0.19% | 0.28% | Q2 2017 | Q4 2019 | 11 |
Shulman DeMeo Asset Management LLC | 9 | 2 | 0.14% | 0.23% | 0.53% | Q1 2019 | Q4 2021 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 1 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 11 |
Hedeker Wealth, LLC | 11 | 11 | 0.03% | 0.32% | 0.40% | Q4 2014 | Q2 2017 | 11 |
IBEX WEALTH ADVISORS | 7 | 1 | 0.00% | 0.85% | 1.03% | Q4 2016 | Q3 2021 | 11 |
ALLSTATE CORP | 9 | 2 | 0.02% | 0.29% | 0.80% | Q3 2013 | Q1 2017 | 11 |
VAUGHAN & Co SECURITIES, INC. | 11 | 11 | 0.24% | 0.36% | 0.62% | Q4 2019 | Q2 2022 | 11 |
StoneX Group Inc. | 6 | 1 | 0.05% | 0.18% | 0.49% | Q4 2019 | Q3 2023 | 11 |
Cullen Capital Management, LLC | 11 | 11 | 0.01% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Goepper Burkhardt LLC | 11 | 11 | 0.13% | 0.15% | 0.17% | Q1 2021 | Q3 2023 | 11 |
WBH ADVISORY INC | 11 | 11 | 0.20% | 0.34% | 0.40% | Q2 2013 | Q4 2015 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 11 |
STATE OF WISCONSIN INVESTMENT BOARD | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q1 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q3 2023 | 11 |
Tolleson Wealth Management, Inc. | 11 | 11 | 0.09% | 0.17% | 0.30% | Q4 2018 | Q2 2021 | 11 |
SIMMONS FIRST TRUST CO NA | 11 | 11 | 0.10% | 0.34% | 0.50% | Q2 2013 | Q4 2015 | 11 |
PRELUDE CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q3 2021 | 11 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CAPITAL COUNSEL LLC/NY | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2015 | 11 |
EP Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.04% | 0.14% | Q1 2017 | Q3 2023 | 11 |
HC FINANCIAL ADVISORS INC | 11 | 11 | 0.02% | 0.06% | 0.19% | Q4 2019 | Q2 2022 | 11 |
AXA S.A. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 11 |
Insight Advisors, LLC/ PA | 11 | 11 | 0.09% | 0.13% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.03% | 0.06% | 0.08% | Q4 2018 | Q2 2021 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.35% | 1.48% | 2.10% | Q2 2013 | Q4 2015 | 11 |
Legacy Wealth Planning, LLC | 11 | 11 | 0.18% | 0.26% | 0.34% | Q4 2019 | Q2 2022 | 11 |
PagnatoKarp Partners LLC | 11 | 11 | 0.07% | 0.11% | 0.15% | Q3 2017 | Q1 2020 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q2 2019 | 11 |
State of Wyoming | 11 | 11 | 0.00% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
BRASADA CAPITAL MANAGEMENT, LP | 11 | 11 | 0.55% | 0.98% | 1.38% | Q4 2017 | Q2 2020 | 11 |
HARBOR ADVISORY CORP /MA/ | 11 | 11 | 0.30% | 0.33% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Prime Capital Investment Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 11 |
PFG Advisors | 10 | 1 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 11 |
WEALTH ADVISORS, INC. | 11 | 11 | 0.08% | 0.24% | 0.40% | Q1 2021 | Q3 2023 | 11 |
Cable Hill Partners, LLC | 9 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q1 2019 | 11 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.10% | 0.11% | 0.15% | Q4 2014 | Q2 2017 | 11 |
Sather Financial Group Inc | 11 | 11 | 0.04% | 0.07% | 0.13% | Q2 2017 | Q4 2019 | 11 |
ARGENT TRUST Co | 11 | 11 | 0.08% | 0.10% | 0.25% | Q3 2015 | Q1 2018 | 11 |
QUEST CAPITAL MANAGEMENT INC /ADV | 8 | 3 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q4 2021 | 11 |
MGO ONE SEVEN LLC | 8 | 1 | 0.01% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 11 |
Modera Wealth Management, LLC | 8 | 1 | 0.01% | 0.31% | 0.74% | Q2 2014 | Q3 2023 | 11 |
Douglas C. Lane & Associates, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2015 | 11 |
Fairholme Capital Management | 10 | 1 | 0.14% | 5.74% | 9.85% | Q4 2020 | Q3 2023 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Mitsubishi UFJ Trust & Banking Corp | 11 | 11 | 0.26% | 0.36% | 0.57% | Q3 2019 | Q1 2022 | 11 |
Iowa State Bank | 11 | 11 | 0.10% | 0.12% | 0.14% | Q2 2017 | Q4 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
Mayflower Financial Advisors, LLC | 11 | 11 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Capital Advisory Group Advisory Services, LLC | 7 | 4 | 0.02% | 0.12% | 0.28% | Q4 2018 | Q3 2023 | 11 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 10 | 10 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q1 2023 | 10 |
Canal Insurance CO | 9 | 9 | 0.00% | 0.53% | 0.78% | Q3 2021 | Q3 2023 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.19% | 0.27% | 0.32% | Q2 2013 | Q3 2015 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.03% | 0.12% | 0.17% | Q4 2014 | Q1 2017 | 10 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2015 | 10 |
Clark Capital Management Group, Inc. | 6 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 10 |
CFO4Life, L.P. | 9 | 1 | 0.15% | 0.29% | 0.43% | Q4 2014 | Q4 2022 | 10 |
Arbor Wealth Management, LLC | 10 | 10 | 0.36% | 0.47% | 0.57% | Q3 2017 | Q4 2019 | 10 |
EMFO, LLC | 10 | 10 | 0.06% | 0.14% | 0.17% | Q2 2021 | Q3 2023 | 10 |
PartnerRe Asset Management CORP | 10 | 10 | 0.13% | 1.82% | 2.95% | Q2 2013 | Q3 2015 | 10 |
Snowden Capital Advisors LLC | 8 | 2 | 0.01% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 10 |
Peregrine Asset Advisers, Inc. | 6 | 4 | 0.14% | 1.26% | 3.82% | Q1 2016 | Q3 2018 | 10 |
Suncoast Equity Management | 10 | 10 | 0.05% | 0.07% | 0.09% | Q2 2017 | Q3 2019 | 10 |
CERTUITY, LLC | 10 | 10 | 0.15% | 0.43% | 0.76% | Q4 2019 | Q1 2022 | 10 |
Saratoga Research & Investment Management | 9 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2017 | 10 |
1ST SOURCE BANK | 10 | 10 | 0.02% | 0.04% | 0.10% | Q1 2014 | Q2 2016 | 10 |
Airain ltd | 7 | 1 | 0.04% | 0.15% | 0.32% | Q3 2014 | Q2 2017 | 10 |
Murphy, Middleton, Hinkle & Parker, Inc. | 7 | 1 | 0.12% | 0.14% | 0.16% | Q1 2019 | Q3 2023 | 10 |
Ranger International Management, LP | 5 | 5 | 0.01% | 0.51% | 1.90% | Q2 2014 | Q1 2017 | 10 |
Armbruster Capital Management, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2018 | 10 |
Community Capital Management, LLC | 7 | 1 | 0.01% | 1.72% | 3.65% | Q4 2018 | Q4 2020 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 10 |
Outlook Wealth Advisors, LLC | 10 | 10 | 0.07% | 0.10% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Personal Capital Advisors Corp | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 10 |
Blue Fin Capital, Inc. | 7 | 3 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 10 |
Grandview Asset Management LLC | 6 | 1 | 0.13% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 10 |
Wills Financial Group, Inc. | 10 | 10 | 0.23% | 1.32% | 1.85% | Q4 2013 | Q1 2016 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.47% | 0.62% | 0.77% | Q2 2013 | Q3 2015 | 10 |
NORTHWEST WEALTH MANAGEMENT, LLC | 7 | 3 | 0.15% | 0.20% | 0.37% | Q4 2016 | Q3 2019 | 10 |
Sonic Fund II, L.P. | 10 | 10 | 0.36% | 2.25% | 3.23% | Q2 2020 | Q3 2022 | 10 |
McIlrath & Eck, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 10 |
COOPERMAN LEON G | 6 | 4 | 0.24% | 0.84% | 1.27% | Q3 2020 | Q3 2023 | 10 |
Morningstar Investment Management LLC | 10 | 10 | 0.88% | 1.77% | 2.46% | Q2 2021 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Hamilton Point Investment Advisors, LLC | 3 | 1 | 0.08% | 0.13% | 0.21% | Q2 2014 | Q3 2019 | 10 |
Talara Capital Management, LLC | 10 | 10 | 6.99% | 11.29% | 13.61% | Q2 2016 | Q3 2018 | 10 |
Bank of New Hampshire | 10 | 10 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
CAPITAL GUARDIAN TRUST CO | 7 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2017 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.04% | 0.05% | 0.13% | Q4 2014 | Q1 2017 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.55% | 0.81% | 1.06% | Q2 2020 | Q2 2023 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.14% | 0.18% | 0.22% | Q3 2016 | Q4 2018 | 10 |
Accel Wealth Management | 10 | 10 | 0.07% | 0.12% | 0.23% | Q4 2020 | Q1 2023 | 10 |
Crossvault Capital Management LLC | 10 | 10 | 0.12% | 0.18% | 0.22% | Q2 2015 | Q3 2017 | 10 |
Versant Capital Management, Inc | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2023 | 10 |
MHI Funds, LLC | 10 | 10 | 1.51% | 2.93% | 3.43% | Q4 2017 | Q1 2020 | 10 |
CREDIT AGRICOLE S A | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 10 | 10 | 0.08% | 0.18% | 0.27% | Q2 2013 | Q3 2015 | 10 |
55I, LLC | 5 | 5 | 0.01% | 0.11% | 0.26% | Q4 2018 | Q2 2021 | 10 |
Jump Financial, LLC | 5 | 2 | 0.01% | 0.08% | 0.34% | Q3 2020 | Q3 2023 | 10 |
GUARDIAN CAPITAL LP | 10 | 10 | 0.07% | 0.10% | 0.18% | Q2 2016 | Q3 2018 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.94% | 1.42% | 1.74% | Q3 2013 | Q4 2015 | 10 |
Continuum Advisory, LLC | 9 | 1 | 0.06% | 0.08% | 0.25% | Q3 2020 | Q3 2023 | 10 |
Beacon Pointe Advisors, LLC | 5 | 2 | 0.01% | 0.09% | 0.20% | Q4 2020 | Q3 2023 | 10 |
Staton Financial Advisors, LLC | 10 | 10 | 3.07% | 3.38% | 3.76% | Q1 2015 | Q2 2017 | 10 |
MOGY JOEL R INVESTMENT COUNSEL INC | 10 | 10 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2015 | 10 |
SUMMIT FINANCIAL GROUP, INC. | 10 | 10 | 0.14% | 0.25% | 0.43% | Q2 2017 | Q3 2019 | 10 |
Zions Bancorporation | 8 | 2 | 0.07% | 0.24% | 0.52% | Q1 2015 | Q3 2017 | 10 |
Alley Co LLC | 10 | 10 | 0.58% | 0.92% | 1.30% | Q2 2013 | Q3 2015 | 10 |
HBW ADVISORY SERVICES LLC | 10 | 10 | 0.06% | 0.11% | 0.14% | Q2 2021 | Q3 2023 | 10 |
Stokes Family Office, LLC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
MARINER INVESTMENT GROUP LLC | 8 | 8 | 0.02% | 4.21% | 8.34% | Q1 2016 | Q4 2017 | 10 |
Wolff Financial Management LLC | 5 | 1 | 0.08% | 0.12% | 0.18% | Q1 2019 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2018 | 10 |
First Dallas Securities Inc. | 9 | 1 | 0.09% | 0.29% | 0.38% | Q3 2014 | Q4 2017 | 10 |
Premier Fund Managers Ltd | 10 | 10 | 0.12% | 0.25% | 0.70% | Q2 2020 | Q3 2022 | 10 |
XML Financial, LLC | 9 | 9 | 0.05% | 0.29% | 0.37% | Q3 2021 | Q3 2023 | 9 |
SpiderRock Advisors, LLC | 3 | 3 | 0.01% | 0.19% | 0.50% | Q1 2017 | Q3 2017 | 9 |
Global Financial Private Capital, Inc | 5 | 4 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2020 | 9 |
LS Investment Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
CI Global Investments Inc. | 9 | 9 | 0.01% | 0.21% | 0.57% | Q2 2016 | Q2 2018 | 9 |
Atlas Brown,Inc. | 9 | 9 | 0.10% | 0.17% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Geneva Partners, LLC | 5 | 1 | 0.22% | 0.67% | 1.09% | Q3 2019 | Q3 2023 | 9 |
Seneca House Advisors | 9 | 9 | 0.32% | 0.36% | 0.44% | Q4 2017 | Q4 2019 | 9 |
WEST PACES ADVISORS INC. | 9 | 9 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Southland Equity Partners LLC | 9 | 9 | 0.08% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Energy Opportunities Capital Management, LLC | 9 | 9 | 2.45% | 4.00% | 7.66% | Q3 2019 | Q3 2021 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.13% | 0.15% | 0.20% | Q1 2020 | Q1 2022 | 9 |
L & S Advisors Inc | 9 | 9 | 0.03% | 0.23% | 0.38% | Q4 2017 | Q4 2019 | 9 |
COMERICA SECURITIES,INC. | 9 | 9 | 0.02% | 0.06% | 0.14% | Q1 2019 | Q1 2021 | 9 |
Laidlaw Group, LLC | 9 | 9 | 0.27% | 0.40% | 0.48% | Q2 2013 | Q2 2015 | 9 |
Providence Capital Advisors, LLC | 9 | 9 | 0.71% | 0.79% | 0.85% | Q4 2017 | Q4 2019 | 9 |
UNITED FIRE GROUP INC | 9 | 9 | 1.86% | 4.71% | 13.89% | Q3 2021 | Q3 2023 | 9 |
Tarbox Family Office, Inc. | 6 | 3 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q3 2017 | 9 |
KANAWHA CAPITAL MANAGEMENT LLC | 9 | 9 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q2 2015 | 9 |
Malaga Cove Capital, LLC | 7 | 2 | 0.39% | 0.43% | 0.53% | Q4 2013 | Q2 2021 | 9 |
BERKLEY W R CORP | 9 | 9 | 3.09% | 5.06% | 7.28% | Q3 2021 | Q3 2023 | 9 |
Acorn Wealth Advisors, LLC | 9 | 9 | 0.44% | 0.59% | 0.71% | Q4 2017 | Q4 2019 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.21% | 0.28% | 0.50% | Q4 2020 | Q1 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 1.10% | 1.28% | 1.60% | Q1 2015 | Q1 2017 | 9 |
Private Vista, LLC | 9 | 9 | 0.10% | 0.13% | 0.15% | Q1 2018 | Q1 2020 | 9 |
Fort Point Capital Partners LLC | 6 | 3 | 0.10% | 0.13% | 0.14% | Q2 2015 | Q3 2017 | 9 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.08% | 0.12% | Q2 2020 | Q3 2023 | 9 |
McElhenny Sheffield Capital Management, LLC | 9 | 9 | 0.38% | 0.55% | 0.85% | Q3 2021 | Q3 2023 | 9 |
CORTLAND ADVISERS LLC | 9 | 9 | 4.55% | 6.79% | 8.29% | Q2 2013 | Q2 2015 | 9 |
Fiduciary Group LLC | 9 | 9 | 0.03% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 9 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 9 | 9 | 0.09% | 0.15% | 0.20% | Q2 2013 | Q2 2015 | 9 |
Lion Street Advisors, LLC | 9 | 9 | 0.17% | 0.21% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Exchange Capital Management, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 9 |
Pegasus Partners Ltd. | 9 | 9 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 9 |
GREAT LAKES ADVISORS, LLC | 9 | 9 | 0.01% | 0.06% | 0.12% | Q2 2013 | Q2 2015 | 9 |
Financial Avengers, Inc. | 9 | 9 | 0.05% | 0.10% | 0.13% | Q4 2020 | Q4 2022 | 9 |
Arkadios Wealth Advisors | 7 | 2 | 0.01% | 0.01% | 0.03% | Q1 2020 | Q1 2023 | 9 |
ATHERTON LANE ADVISERS, LLC | 9 | 9 | 0.02% | 0.02% | 0.04% | Q4 2013 | Q4 2015 | 9 |
Grove Bank & Trust | 8 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 9 |
Clear Harbor Asset Management, LLC | 6 | 3 | 0.05% | 0.09% | 0.11% | Q4 2016 | Q3 2020 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Willis Johnson & Associates, Inc. | 9 | 9 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q4 2022 | 9 |
Independence Bank of Kentucky | 9 | 9 | 0.01% | 0.02% | 0.06% | Q3 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.02% | 0.07% | 0.11% | Q4 2019 | Q3 2023 | 9 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 9 | 9 | 0.10% | 0.12% | 0.16% | Q3 2014 | Q3 2016 | 9 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 9 |
BCWM, LLC | 4 | 2 | 0.07% | 0.09% | 0.10% | Q1 2017 | Q4 2019 | 9 |
Members Trust Co | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 9 |
ORSER CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.87% | 1.09% | 1.32% | Q4 2017 | Q4 2019 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 9 |
SMITH HAYES Advisers, Inc | 9 | 9 | 0.06% | 0.11% | 0.20% | Q1 2014 | Q1 2016 | 9 |
PICTON MAHONEY ASSET MANAGEMENT | 5 | 2 | 0.50% | 1.04% | 1.79% | Q2 2016 | Q1 2019 | 9 |
Eudaimonia Partners, LLC | 7 | 2 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q3 2023 | 9 |
BancFirst Trust & Investment Management | 9 | 9 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q4 2023 | 9 |
Spears Abacus Advisors LLC | 8 | 1 | 0.02% | 0.04% | 0.06% | Q2 2015 | Q3 2023 | 9 |
COMMUNITY TRUST & INVESTMENT CO | 9 | 9 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2015 | 9 |
RGT Wealth Advisors, LLC | 7 | 1 | 0.02% | 0.38% | 0.64% | Q3 2016 | Q4 2021 | 9 |
Bleichroeder LP | 9 | 9 | 0.36% | 0.45% | 0.56% | Q4 2019 | Q4 2021 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 1.03% | 1.51% | 2.21% | Q3 2021 | Q3 2023 | 9 |
Trellus Management Company, LLC | 8 | 1 | 1.10% | 1.74% | 2.14% | Q3 2015 | Q4 2017 | 9 |
EXENCIAL WEALTH ADVISORS, LLC | 9 | 9 | 0.04% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 9 |
WEST CHESTER CAPITAL ADVISORS, INC | 9 | 9 | 0.20% | 0.38% | 0.85% | Q2 2013 | Q2 2015 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.03% | 0.08% | 0.12% | Q4 2014 | Q4 2016 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Perennial Advisors, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q4 2016 | Q4 2018 | 9 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 3 | 0.02% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.03% | 0.30% | 0.64% | Q2 2021 | Q3 2023 | 9 |
Nuveen Fund Advisors, LLC | 9 | 9 | 0.04% | 0.09% | 0.26% | Q2 2016 | Q2 2018 | 9 |
Bristol Advisors, LLC | 9 | 9 | 0.14% | 1.09% | 2.85% | Q1 2017 | Q1 2019 | 9 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
FIRST CITIZENS BANK & TRUST CO | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2016 | Q2 2018 | 9 |
TFO Wealth Partners, LLC | 9 | 9 | 0.01% | 0.03% | 0.14% | Q4 2019 | Q4 2021 | 9 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.21% | 0.30% | 0.35% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
PRIVATE CAPITAL MANAGEMENT INC | 8 | 8 | 0.62% | 0.79% | 1.02% | Q4 2015 | Q3 2017 | 8 |
State of Tennessee, Treasury Department | 8 | 8 | 0.03% | 0.14% | 0.24% | Q1 2018 | Q4 2019 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q2 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MARSHALL WACE, LLP | 3 | 1 | 0.00% | 0.07% | 0.32% | Q3 2016 | Q3 2021 | 8 |
Alan B Lancz & Associates, Inc. | 8 | 8 | 0.24% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Acropolis Investment Management, LLC | 8 | 8 | 0.26% | 0.46% | 0.55% | Q2 2013 | Q1 2015 | 8 |
Rockwood Wealth Management, LLC | 8 | 8 | 0.13% | 0.22% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
KEMPER Corp | 8 | 8 | 0.78% | 1.45% | 1.91% | Q2 2013 | Q1 2015 | 8 |
Fractal Investments LLC | 8 | 8 | 8.23% | 11.06% | 14.12% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.20% | 0.26% | 0.28% | Q1 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Signature Financial Management, Inc. | 3 | 1 | 0.06% | 0.16% | 0.29% | Q2 2013 | Q3 2018 | 8 |
Paralel Advisors LLC | 8 | 8 | 4.65% | 5.38% | 6.08% | Q4 2021 | Q3 2023 | 8 |
Future Financial Wealth Managment LLC | 8 | 8 | 0.15% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Meixler Investment Management, Ltd. | 8 | 8 | 1.47% | 1.70% | 1.85% | Q4 2021 | Q3 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
LMCG INVESTMENTS, LLC | 7 | 1 | 0.01% | 0.06% | 0.08% | Q3 2014 | Q3 2023 | 8 |
Wagner Wealth Management, LLC | 4 | 2 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2022 | 8 |
Gilbert & Cook, Inc. | 8 | 8 | 0.04% | 0.07% | 0.09% | Q2 2020 | Q1 2022 | 8 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2020 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Index Management Solutions, LLC | 4 | 2 | 0.00% | 0.16% | 0.38% | Q2 2013 | Q3 2015 | 8 |
Raab & Moskowitz Asset Management LLC | 5 | 1 | 0.01% | 0.17% | 0.29% | Q4 2013 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.20% | 0.23% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Avestar Capital, LLC | 7 | 1 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q1 2022 | 8 |
EULAV Asset Management | 8 | 8 | 0.06% | 0.11% | 0.23% | Q4 2013 | Q3 2015 | 8 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q1 2019 | 8 |
F&V Capital Management, LLC | 8 | 8 | 0.40% | 0.46% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Sierra Capital LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
KING INVESTMENT ADVISORS INC/TX | 8 | 8 | 0.30% | 0.37% | 0.44% | Q2 2013 | Q1 2015 | 8 |
RONALD BLUE & CO LLC | 8 | 8 | 0.04% | 0.06% | 0.08% | Q3 2015 | Q2 2017 | 8 |
Quent Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
REGENTATLANTIC CAPITAL LLC | 3 | 2 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q3 2022 | 8 |
Simplicity Solutions, LLC | 3 | 2 | 0.02% | 0.03% | 0.09% | Q3 2018 | Q3 2023 | 8 |
OAK RIDGE INVESTMENTS LLC | 5 | 3 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q1 2023 | 8 |
Wellington Shields Capital Management, LLC | 7 | 1 | 0.02% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 8 |
Hillsdale Investment Management Inc. | 6 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2019 | 8 |
Ameritas Investment Company, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2021 | 8 |
LAZARD ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.06% | 0.08% | 0.13% | Q4 2020 | Q3 2022 | 8 |
Ellenbecker Investment Group | 8 | 8 | 0.14% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Graves Light Lenhart Wealth, Inc. | 7 | 1 | 0.01% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 8 |
NICHOLS & PRATT ADVISERS LLP /MA | 8 | 8 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2015 | 8 |
Founders Financial Alliance, LLC | 4 | 1 | 0.06% | 0.10% | 0.15% | Q3 2020 | Q3 2023 | 8 |
HOWARD FINANCIAL SERVICES, LTD. | 5 | 3 | 0.13% | 0.21% | 0.37% | Q4 2018 | Q3 2023 | 8 |
STABLEFORD CAPITAL II LLC | 4 | 1 | 0.51% | 0.78% | 0.87% | Q2 2017 | Q3 2021 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
JAMISON EATON & WOOD INC /NJ | 8 | 8 | 0.70% | 0.98% | 1.19% | Q2 2013 | Q1 2015 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.20% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Bell Rock Capital LLC | 8 | 8 | 0.09% | 0.69% | 1.47% | Q2 2017 | Q1 2019 | 8 |
Marquard & Bahls AG | 8 | 8 | 63.69% | 73.15% | 89.42% | Q4 2021 | Q3 2023 | 8 |
Great Point Wealth Advisors, LLC | 8 | 8 | 0.14% | 0.48% | 0.95% | Q4 2018 | Q3 2020 | 8 |
GraniteShares Advisors LLC | 8 | 8 | 0.33% | 0.87% | 1.51% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.28% | 0.33% | 0.37% | Q2 2013 | Q1 2015 | 8 |
ASHFORD CAPITAL MANAGEMENT INC | 7 | 1 | 0.03% | 0.18% | 0.27% | Q1 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PITTENGER & ANDERSON INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 8 |
M Holdings Securities, Inc. | 5 | 1 | 0.04% | 0.06% | 0.10% | Q3 2014 | Q1 2023 | 8 |
Blue Chip Wealth Management, Inc. | 8 | 8 | 0.22% | 0.29% | 0.32% | Q1 2018 | Q4 2019 | 8 |
AQR Capital Management | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2014 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.12% | 0.14% | 0.20% | Q4 2019 | Q3 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.18% | 0.26% | 0.35% | Q4 2020 | Q3 2022 | 8 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.11% | 0.14% | 0.17% | Q4 2017 | Q1 2023 | 8 |
LOOMIS SAYLES & CO L P | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2021 | 8 |
Clal Insurance Enterprises Holdings Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.30% | 0.36% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Diversified Investment Strategies, LLC | 4 | 4 | 0.14% | 0.16% | 0.18% | Q2 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.08% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Finer Wealth Management, Inc. | 8 | 8 | 0.22% | 0.58% | 0.88% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Atria Investments, Inc | 7 | 1 | 0.01% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 8 |
Watchman Group, Inc. | 4 | 1 | 0.09% | 0.30% | 0.82% | Q4 2019 | Q3 2023 | 8 |
RS CRUM INC. | 8 | 8 | 0.65% | 0.79% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Danda Trouve Investment Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.27% | 0.52% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Private Portfolio Partners LLC | 7 | 1 | 0.08% | 0.11% | 0.18% | Q3 2020 | Q2 2023 | 8 |
Texas Children's | 8 | 8 | 9.08% | 14.85% | 21.70% | Q4 2018 | Q3 2020 | 8 |
MERIDIAN INVESTMENT COUNSEL INC. | 7 | 1 | 0.14% | 0.18% | 0.21% | Q4 2013 | Q2 2016 | 8 |
ARES MANAGEMENT LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2020 | 8 |
PFS Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Brand Asset Management Group, Inc. | 8 | 8 | 0.04% | 0.09% | 0.10% | Q2 2018 | Q1 2020 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 8 | 0.01% | 0.03% | 0.13% | Q2 2021 | Q1 2023 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2021 | 8 |
Axiom Investment Management LLC | 4 | 1 | 0.05% | 0.23% | 0.78% | Q4 2018 | Q3 2022 | 8 |
Abbot Financial Management, Inc. | 8 | 8 | 0.16% | 0.19% | 0.21% | Q1 2018 | Q4 2019 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MARINO, STRAM & ASSOCIATES LLC | 8 | 8 | 0.16% | 0.19% | 0.32% | Q4 2017 | Q3 2019 | 8 |
MKT Advisors LLC | 8 | 8 | 0.20% | 0.22% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Colorado Capital Management, Inc. | 7 | 1 | 0.16% | 0.19% | 0.30% | Q2 2018 | Q3 2023 | 8 |
Seven Post Investment Office LP | 8 | 8 | 0.21% | 0.50% | 0.68% | Q4 2018 | Q3 2020 | 8 |
Integrated Investment Consultants, LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q3 2020 | Q2 2022 | 8 |
Addison Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.11% | 0.15% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Ashburton (Jersey) Ltd | 8 | 8 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2021 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
AMG Funds LLC | 8 | 8 | 0.99% | 1.67% | 2.23% | Q4 2018 | Q3 2020 | 8 |
Colonial River Wealth Management, LLC | 8 | 8 | 0.14% | 0.20% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Capital Innovations LLC | 6 | 2 | 0.64% | 1.02% | 1.64% | Q4 2013 | Q1 2016 | 8 |
Penn Mutual Asset Management, LLC | 7 | 1 | 0.26% | 1.20% | 1.79% | Q4 2019 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Allegis Investment Advisors, LLC | 8 | 8 | 0.06% | 0.11% | 0.18% | Q4 2015 | Q3 2017 | 8 |
Soroban Capital Partners LP | 8 | 8 | 0.05% | 0.26% | 0.77% | Q4 2016 | Q3 2018 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.16% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Private Wealth Partners, LLC | 5 | 3 | 0.03% | 0.33% | 0.80% | Q2 2013 | Q1 2020 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.24% | 0.35% | 0.48% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.14% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY ASSET MANAGEMENT LLC | 8 | 8 | 1.71% | 2.13% | 2.34% | Q2 2013 | Q1 2015 | 8 |
Sweet Financial Partners, LLC | 8 | 8 | 0.29% | 0.31% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.05% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Claybrook Capital, LLC | 7 | 1 | 0.04% | 0.20% | 0.44% | Q4 2018 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.01% | 0.11% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.02% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.06% | 0.06% | 0.07% | Q1 2014 | Q4 2015 | 8 |
ENCOMPASS WEALTH ADVISORS, LLC | 5 | 3 | 0.07% | 0.14% | 0.31% | Q4 2020 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.03% | 0.09% | Q4 2021 | Q3 2023 | 8 |
FFT WEALTH MANAGEMENT LLC | 7 | 1 | 0.01% | 0.76% | 1.33% | Q4 2015 | Q2 2021 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.01% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
GRIMES & COMPANY, INC. | 8 | 8 | 0.06% | 0.10% | 0.11% | Q2 2013 | Q1 2015 | 8 |
Granite Investment Advisors, LLC | 7 | 7 | 0.04% | 0.06% | 0.06% | Q2 2018 | Q4 2019 | 7 |
JEPPSON WEALTH MANAGEMENT, LLC | 6 | 1 | 0.03% | 0.12% | 0.18% | Q3 2020 | Q3 2023 | 7 |
PRENTISS SMITH & CO INC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2016 | 7 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 5 | 1 | 0.68% | 6.56% | 10.13% | Q2 2013 | Q4 2018 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.26% | 0.39% | 0.49% | Q2 2013 | Q4 2014 | 7 |
FORTEM FINANCIAL GROUP, LLC | 6 | 1 | 0.01% | 0.34% | 0.46% | Q4 2020 | Q3 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
VESTOR CAPITAL, LLC | 4 | 3 | 0.01% | 0.53% | 0.94% | Q2 2013 | Q1 2015 | 7 |
Round Rock Advisors, LLC | 7 | 7 | 0.33% | 0.44% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
Edge Advisors, LLC | 7 | 7 | 1.38% | 1.55% | 1.65% | Q4 2016 | Q2 2018 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q1 2021 | 7 |
Osborn Williams & Donohoe LLC | 4 | 3 | 0.06% | 0.08% | 0.09% | Q2 2013 | Q4 2019 | 7 |
INDEPENDENT INVESTORS INC | 7 | 7 | 0.10% | 0.11% | 0.12% | Q2 2013 | Q4 2014 | 7 |
FAIRFIELD, BUSH & CO. | 5 | 1 | 0.01% | 0.10% | 0.16% | Q2 2014 | Q2 2023 | 7 |
Leisure Capital Management | 4 | 1 | 0.10% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 7 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 5 | 2 | 0.08% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 7 |
Pinnacle Wealth Management Advisory Group, LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.20% | 0.22% | 0.30% | Q2 2013 | Q4 2014 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
JACKSON PARK CAPITAL, LLC | 4 | 3 | 2.73% | 3.18% | 3.78% | Q1 2015 | Q4 2016 | 7 |
Bruderman Asset Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q3 2016 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Lebenthal Holdings,LLC | 7 | 7 | 0.25% | 0.34% | 0.61% | Q4 2014 | Q2 2016 | 7 |
WINTRUST INVESTMENTS LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 7 |
DIFESA CAPITAL MANAGEMENT, LP | 7 | 7 | 0.25% | 1.30% | 5.33% | Q4 2021 | Q2 2023 | 7 |
Sageworth Trust Co | 4 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 7 |
Gary Goldberg Planning Services Inc | 7 | 7 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2014 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Heirloom Wealth Management | 4 | 3 | 0.19% | 0.27% | 0.37% | Q4 2021 | Q3 2023 | 7 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 7 | 7 | 0.29% | 0.48% | 0.60% | Q4 2014 | Q2 2016 | 7 |
Lenox Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2013 | Q4 2019 | 7 |
Orion Portfolio Solutions, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 7 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 7 | 7 | 0.07% | 0.24% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Li Winifred I | 7 | 7 | 0.50% | 0.56% | 0.68% | Q2 2013 | Q4 2014 | 7 |
King Wealth Management Group | 6 | 1 | 0.10% | 0.11% | 0.12% | Q4 2014 | Q3 2023 | 7 |
MILLIE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.34% | 1.08% | 1.86% | Q4 2014 | Q2 2016 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Stuart Chaussee & Associates, Inc. | 7 | 7 | 0.20% | 0.23% | 0.24% | Q2 2018 | Q4 2019 | 7 |
Cross Staff Investments Inc | 7 | 7 | 0.19% | 0.30% | 0.36% | Q4 2021 | Q2 2023 | 7 |
FIRSTMERIT BANK N A TRUSTEE | 6 | 1 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q4 2015 | 7 |
Sabal Trust CO | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 4 | 3 | 0.08% | 0.15% | 0.21% | Q1 2014 | Q4 2016 | 7 |
Freedom Investment Management, Inc. | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q3 2018 | 7 |
Marshall Wace North America L.P. | 3 | 1 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q3 2021 | 7 |
Stiles Financial Services Inc | 7 | 7 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 7 |
INVESTMENT HOUSE LLC | 7 | 7 | 0.05% | 0.08% | 0.16% | Q4 2015 | Q2 2017 | 7 |
PARK AVENUE SECURITIES LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 7 |
Klingman & Associates, LLC | 7 | 7 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q2 2016 | 7 |
Consilium Wealth Advisory, LLC | 7 | 7 | 0.15% | 0.22% | 0.28% | Q1 2022 | Q3 2023 | 7 |
FORT PITT CAPITAL GROUP, LLC | 6 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q4 2020 | 7 |
BANK OF NOVA SCOTIA TRUST CO | 7 | 7 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Northwest Bancshares, Inc. | 7 | 7 | 0.09% | 0.42% | 1.17% | Q4 2017 | Q2 2019 | 7 |
ARBOR TRUST WEALTH ADVISORS, LLC | 7 | 7 | 0.17% | 0.19% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Zions Bancorporation, N.A. | 5 | 1 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q2 2022 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 7 |
VICUS CAPITAL | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2021 | Q3 2022 | 7 |
HFG Advisors, Inc. | 7 | 7 | 0.25% | 0.35% | 0.56% | Q1 2022 | Q3 2023 | 7 |
Mraz, Amerine & Associates, Inc. | 7 | 7 | 0.07% | 0.08% | 0.08% | Q4 2015 | Q2 2017 | 7 |
Bristlecone Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Pavion Blue Capital, LLC | 7 | 7 | 0.14% | 0.15% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Beech Hill Advisors, Inc. | 4 | 1 | 0.11% | 0.87% | 1.51% | Q2 2013 | Q3 2019 | 7 |
TCF National Bank | 7 | 7 | 0.16% | 0.22% | 0.28% | Q3 2019 | Q1 2021 | 7 |
First Capital Advisors Group, LLC. | 5 | 1 | 0.07% | 0.14% | 0.17% | Q1 2017 | Q2 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.06% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Sound View Wealth Advisors Group, LLC | 6 | 1 | 0.07% | 0.94% | 1.34% | Q2 2019 | Q3 2023 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Braun-Bostich & Associates Inc. | 7 | 7 | 0.05% | 0.06% | 0.08% | Q4 2017 | Q2 2019 | 7 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 3 | 1 | 0.04% | 0.12% | 0.21% | Q3 2014 | Q4 2019 | 7 |
JBJ Investment Partners, LLC | 7 | 7 | 0.01% | 0.15% | 0.30% | Q1 2019 | Q3 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.12% | 0.16% | 0.21% | Q1 2022 | Q3 2023 | 7 |
TCTC Holdings, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
FORTE CAPITAL LLC /ADV | 3 | 1 | 0.03% | 0.11% | 0.17% | Q3 2014 | Q2 2021 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.06% | 0.12% | 0.29% | Q1 2022 | Q3 2023 | 7 |
O'Dell Group, LLC | 5 | 1 | 0.03% | 0.05% | 0.15% | Q2 2018 | Q2 2023 | 7 |
Cornerstone Capital, Inc. | 7 | 7 | 0.07% | 0.08% | 0.10% | Q3 2013 | Q1 2015 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.08% | 0.11% | Q2 2018 | Q1 2020 | 7 |
Arrow Investment Advisors, LLC | 6 | 1 | 0.15% | 0.18% | 0.23% | Q2 2021 | Q1 2023 | 7 |
Skandinaviska Enskilda Banken AB (publ) | 7 | 7 | 0.00% | 0.05% | 0.13% | Q2 2019 | Q4 2020 | 7 |
AJ WEALTH STRATEGIES, LLC | 6 | 1 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q2 2022 | 7 |
Capital Investment Services of America, Inc. | 7 | 7 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Institute for Wealth Management, LLC. | 3 | 2 | 0.10% | 0.13% | 0.16% | Q2 2017 | Q2 2019 | 7 |
Vishria Bird Financial Group, LLC | 7 | 7 | 0.23% | 0.26% | 0.30% | Q2 2018 | Q4 2019 | 7 |
XR Securities LLC | 2 | 1 | 0.00% | 0.05% | 0.13% | Q2 2019 | Q3 2022 | 7 |
Van Leeuwen & Company, LLC | 5 | 2 | 0.99% | 2.73% | 3.34% | Q3 2018 | Q2 2021 | 7 |
Trek Financial, LLC | 7 | 7 | 0.02% | 0.58% | 0.86% | Q1 2022 | Q3 2023 | 7 |
Adalta Capital Management LLC | 7 | 7 | 0.03% | 0.16% | 0.28% | Q1 2022 | Q3 2023 | 7 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Wellington Shields & Co., LLC | 6 | 1 | 0.01% | 0.33% | 0.61% | Q2 2013 | Q3 2023 | 7 |
Stratos Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
LexAurum Advisors, LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 2.38% | 3.02% | 3.46% | Q2 2013 | Q4 2014 | 7 |
Fore Capital, LLC | 5 | 1 | 0.15% | 0.87% | 2.91% | Q2 2020 | Q4 2021 | 7 |
Principal Street Partners, LLC | 7 | 7 | 0.09% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 7 |
BROOKS, MOORE & ASSOCIATES, INC. | 6 | 1 | 0.13% | 0.22% | 0.27% | Q4 2018 | Q2 2021 | 7 |
Gladstone Institutional Advisory LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Next Capital Management LLC | 6 | 1 | 0.02% | 0.16% | 0.20% | Q3 2019 | Q2 2021 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q4 2019 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.15% | 0.17% | 0.21% | Q2 2013 | Q4 2014 | 7 |
QCM Cayman, Ltd. | 2 | 1 | 0.05% | 0.42% | 1.10% | Q1 2014 | Q3 2020 | 7 |
Allen Capital Group, LLC | 4 | 3 | 0.04% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 7 |
DELPHI MANAGEMENT INC /MA/ | 7 | 7 | 0.91% | 1.13% | 1.26% | Q1 2013 | Q3 2014 | 7 |
AGF INVESTMENTS INC. | 6 | 1 | 0.00% | 0.02% | 0.07% | Q1 2018 | Q3 2020 | 7 |
HENNESSY ADVISORS INC | 7 | 7 | 0.19% | 0.32% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Meristem Family Wealth, LLC | 5 | 2 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q1 2022 | 7 |
Spotlight Asset Group, Inc. | 3 | 1 | 0.06% | 0.08% | 0.09% | Q4 2019 | Q3 2023 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 6 |
ROBERTS GLORE & CO INC /IL/ | 4 | 1 | 0.08% | 0.14% | 0.16% | Q2 2013 | Q4 2019 | 6 |
PARADIGM ASSET MANAGEMENT CO LLC | 3 | 1 | 0.01% | 0.18% | 0.28% | Q1 2016 | Q3 2023 | 6 |
ICON ADVISERS INC/CO | 5 | 1 | 0.10% | 0.72% | 1.11% | Q1 2019 | Q3 2023 | 6 |
JAG CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q3 2020 | 6 |
TRUST CO OF OKLAHOMA | 5 | 1 | 0.11% | 0.16% | 0.28% | Q2 2014 | Q2 2021 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2017 | 6 |
WEBSTER BANK, N. A. | 3 | 1 | 0.01% | 0.05% | 0.12% | Q4 2015 | Q3 2021 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.09% | 0.09% | 0.11% | Q2 2013 | Q3 2014 | 6 |
WHITE PINE CAPITAL LLC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 6 |
Natixis Investment Managers International | 3 | 1 | 0.00% | 0.46% | 1.43% | Q3 2017 | Q1 2021 | 6 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
PICTET ASSET MANAGEMENT LTD | 6 | 6 | 0.22% | 0.53% | 1.19% | Q2 2013 | Q3 2014 | 6 |
Placemark Investments, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q4 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.64% | 0.69% | 0.78% | Q2 2013 | Q3 2014 | 6 |
Amundi | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 6 |
Regis Management CO LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q1 2020 | 6 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.03% | 0.21% | 0.41% | Q3 2013 | Q2 2017 | 6 |
HBK Sorce Advisory LLC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 6 |
COMERICA SECURITIES INC | 6 | 6 | 0.06% | 0.08% | 0.12% | Q3 2017 | Q4 2018 | 6 |
Choate Investment Advisors | 6 | 6 | 0.02% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2014 | 6 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2016 | 6 |
Trust CO of the Ozarks | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q1 2015 | 6 |
Perella Weinberg Partners Capital Management LP | 6 | 6 | 1.45% | 1.86% | 2.56% | Q1 2018 | Q2 2019 | 6 |
DekaBank Deutsche Girozentrale | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
Constellation Wealth Advisors, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.14% | 0.21% | 0.27% | Q2 2013 | Q3 2014 | 6 |
DONALDSON CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.05% | 0.05% | Q4 2013 | Q1 2015 | 6 |
TPG Group Holdings (SBS) Advisors, Inc. | 6 | 6 | 0.08% | 0.77% | 1.25% | Q1 2020 | Q2 2021 | 6 |
QS Investors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Shinko Asset Management Co., Ltd. | 6 | 6 | 0.06% | 0.08% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Quantbot Technologies LP | 3 | 1 | 0.01% | 0.23% | 0.61% | Q2 2014 | Q3 2016 | 6 |
Barrett Asset Management, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
MATHER GROUP, LLC. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Smith Affiliated Capital Corp. | 4 | 2 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q2 2015 | 6 |
Annex Advisory Services, LLC | 5 | 1 | 0.02% | 0.12% | 0.16% | Q1 2015 | Q3 2020 | 6 |
Windsor Capital Management, LLC | 3 | 1 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q4 2019 | 6 |
Newman Dignan & Sheerar, Inc. | 5 | 1 | 0.13% | 0.16% | 0.21% | Q1 2014 | Q3 2016 | 6 |
Wood Investment Counsel LLC | 6 | 6 | 1.32% | 1.42% | 1.50% | Q2 2013 | Q3 2014 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.34% | 0.55% | 0.72% | Q2 2013 | Q3 2014 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Crosspoint Capital Strategies, LLC | 4 | 2 | 0.05% | 0.11% | 0.22% | Q4 2013 | Q4 2015 | 6 |
Almitas Capital LLC | 6 | 6 | 0.17% | 0.26% | 0.32% | Q4 2018 | Q1 2020 | 6 |
Belmont Global Advisors, Inc. | 5 | 1 | 0.58% | 2.78% | 3.56% | Q4 2013 | Q2 2015 | 6 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 6 |
Stanley-Laman Group, Ltd. | 4 | 2 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q3 2023 | 6 |
Ironwood Financial, llc | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q2 2020 | 6 |
Summit Financial Wealth Advisors, LLC | 4 | 2 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q3 2019 | 6 |
Castleton Investment Management LLC | 4 | 1 | 0.14% | 1.55% | 2.62% | Q3 2016 | Q1 2019 | 6 |
Financial Enhancement Group LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2021 | 6 |
D'Orazio & Associates, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 6 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2015 | Q3 2016 | 6 |
Jackson, Grant Investment Advisers, Inc. | 5 | 1 | 0.01% | 0.02% | 0.08% | Q4 2015 | Q3 2017 | 6 |
Matisse Capital | 6 | 6 | 0.16% | 0.19% | 0.22% | Q4 2015 | Q1 2017 | 6 |
Bellwether Investment Group, LLC | 5 | 1 | 0.26% | 1.07% | 1.77% | Q2 2016 | Q4 2017 | 6 |
McAdam, LLC | 3 | 3 | 0.00% | 0.05% | 0.09% | Q1 2018 | Q3 2023 | 6 |
Sicart Associates LLC | 4 | 1 | 0.05% | 0.06% | 0.07% | Q3 2019 | Q2 2021 | 6 |
Wealth & Pension Services Group, Inc. | 6 | 6 | 0.23% | 0.27% | 0.37% | Q2 2018 | Q3 2019 | 6 |
Meridian Wealth Management, LLC | 2 | 1 | 0.02% | 0.09% | 0.22% | Q4 2016 | Q3 2023 | 6 |
Donoghue Forlines LLC | 3 | 1 | 0.15% | 0.23% | 0.33% | Q4 2021 | Q3 2023 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.04% | 0.06% | 0.09% | Q4 2017 | Q1 2019 | 6 |
Smart Money Group LLC | 6 | 6 | 0.12% | 0.17% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Wealth Alliance Advisory Group, LLC | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Campbell Wealth Management | 5 | 1 | 0.01% | 0.06% | 0.08% | Q4 2018 | Q2 2020 | 6 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 6 |
Wilkinson Global Asset Management LLC | 6 | 6 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Summit Financial, LLC | 6 | 6 | 0.04% | 0.10% | 0.15% | Q4 2018 | Q1 2020 | 6 |
Paradigm Financial Partners, LLC | 5 | 1 | 0.08% | 0.38% | 0.50% | Q4 2018 | Q4 2021 | 6 |
GARRISON POINT ADVISORS, LLC | 6 | 6 | 0.18% | 0.41% | 0.49% | Q4 2018 | Q1 2020 | 6 |
Weaver Consulting Group | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
John W. Brooker & Co., CPAs | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Cedar Mountain Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.02% | 0.09% | 0.18% | Q4 2019 | Q1 2021 | 6 |
CFM WEALTH PARTNERS LLC | 4 | 1 | 0.74% | 0.91% | 1.07% | Q3 2021 | Q2 2023 | 6 |
Ayrshire Capital Management LLC | 6 | 6 | 0.23% | 0.29% | 0.45% | Q4 2019 | Q1 2021 | 6 |
Indie Asset Partners, LLC | 6 | 6 | 0.39% | 0.46% | 0.54% | Q4 2019 | Q1 2021 | 6 |
Alhambra Investment Management LLC | 3 | 1 | 0.13% | 0.31% | 0.61% | Q4 2019 | Q3 2023 | 6 |
Total Clarity Wealth Management, Inc. | 4 | 1 | 0.00% | 0.07% | 0.17% | Q4 2019 | Q2 2022 | 6 |
Kestra Advisory Services, LLC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q2 2023 | 6 |
Oak Harvest Investment Services | 6 | 6 | 0.07% | 0.08% | 0.10% | Q2 2022 | Q3 2023 | 6 |
Mach-1 Financial Group, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.16% | 0.18% | 0.19% | Q4 2020 | Q1 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.13% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 6 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.13% | 0.17% | 0.22% | Q2 2021 | Q3 2022 | 6 |
Activest Wealth Management | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 6 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.59% | 0.64% | 0.70% | Q1 2022 | Q3 2023 | 6 |
Stonegate Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SAXON INTERESTS, INC. | 6 | 6 | 0.27% | 0.30% | 0.33% | Q1 2022 | Q2 2023 | 6 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 0.12% | 0.48% | 0.89% | Q4 2021 | Q3 2023 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.12% | 0.12% | 0.14% | Q1 2022 | Q2 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.46% | 0.64% | 0.92% | Q2 2022 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
GIRARD SECURITIES, INC. | 4 | 2 | 0.28% | 0.50% | 0.85% | Q1 2016 | Q3 2017 | 6 |
HERITAGE INVESTORS MANAGEMENT CORP | 6 | 6 | 0.01% | 0.13% | 0.30% | Q2 2013 | Q3 2014 | 6 |
1832 Asset Management L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 6 |
SG3 Management, LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q4 2020 | 5 |
Aaron Wealth Advisors LLC | 5 | 5 | 0.08% | 0.14% | 0.22% | Q2 2021 | Q2 2022 | 5 |
Burleson & Company, LLC | 4 | 1 | 0.00% | 0.10% | 0.47% | Q4 2017 | Q4 2022 | 5 |
Royal Fund Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 5 |
Keebeck Wealth Management, LLC | 5 | 5 | 0.16% | 0.22% | 0.30% | Q1 2020 | Q1 2021 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2015 | Q2 2023 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.10% | 0.17% | Q4 2019 | Q4 2020 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.16% | 0.21% | 0.29% | Q1 2015 | Q1 2016 | 5 |
HARRELL INVESTMENT PARTNERS, LLC | 2 | 1 | 0.11% | 0.22% | 0.26% | Q4 2019 | Q3 2023 | 5 |
HBC Financial Services, PLLC | 3 | 2 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 5 |
Squarepoint Ops LLC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 5 |
Plaisance Capital LLC | 3 | 2 | 1.77% | 4.26% | 6.97% | Q1 2020 | Q2 2021 | 5 |
BRAVE ASSET MANAGEMENT INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q4 2014 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.03% | 0.09% | 0.19% | Q2 2015 | Q2 2017 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 3 | 1 | 0.04% | 0.06% | 0.11% | Q3 2020 | Q1 2023 | 5 |
Royal Harbor Partners, LLC | 5 | 5 | 0.16% | 0.18% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.17% | 0.21% | 0.26% | Q4 2020 | Q4 2021 | 5 |
WELCH CAPITAL PARTNERS LLC/NY | 5 | 5 | 2.27% | 2.66% | 3.30% | Q3 2016 | Q3 2017 | 5 |
20/20 Capital Management, Inc. | 3 | 2 | 0.07% | 0.10% | 0.16% | Q4 2019 | Q1 2021 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.93% | 1.00% | 1.08% | Q3 2015 | Q3 2016 | 5 |
Terra Nova Asset Management LLC | 5 | 5 | 0.48% | 0.55% | 0.60% | Q1 2015 | Q1 2016 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
COUNTRY TRUST BANK | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2023 | 5 |
Fiduciary Planning LLC | 5 | 5 | 0.35% | 0.68% | 0.96% | Q3 2020 | Q3 2021 | 5 |
Pacifica Partners Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q4 2020 | 5 |
Coastal Bridge Advisors, LLC | 4 | 1 | 0.05% | 0.10% | 0.17% | Q3 2019 | Q3 2022 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Riverstone Advisors, LLC | 5 | 5 | 0.20% | 0.23% | 0.24% | Q4 2018 | Q4 2019 | 5 |
Hawkins Capital L.P. | 5 | 5 | 0.15% | 0.25% | 0.31% | Q3 2016 | Q3 2017 | 5 |
White Pine Investment CO | 5 | 5 | 0.16% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Beaumont Financial Partners, LLC | 3 | 1 | 0.02% | 0.13% | 0.42% | Q2 2013 | Q3 2022 | 5 |
LEVIN CAPITAL STRATEGIES, L.P. | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2020 | Q3 2021 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q2 2016 | 5 |
Indiana Trust & Investment Management CO | 4 | 1 | 0.05% | 0.11% | 0.14% | Q3 2013 | Q3 2023 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 5 | 5 | 0.04% | 0.04% | 0.05% | Q4 2018 | Q4 2019 | 5 |
First Pacific Advisors, LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q2 2023 | 5 |
Marble Harbor Investment Counsel, LLC | 5 | 5 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q1 2017 | 5 |
BADGLEY PHELPS & BELL INC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
L. Roy Papp & Associates, LLP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q1 2019 | 5 |
Richard C. Young & CO., LTD. | 5 | 5 | 0.07% | 0.09% | 0.10% | Q3 2018 | Q3 2019 | 5 |
BlackRock Group LTD | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2016 | 5 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 5 |
GFS Advisors, LLC | 3 | 1 | 0.06% | 0.82% | 3.70% | Q1 2016 | Q3 2023 | 5 |
GAM Holding AG | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 5 |
Mechanics Bank Trust Department | 5 | 5 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q2 2014 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 5 | 5 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q4 2021 | 5 |
INTEGRAL DERIVATIVES, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2017 | 5 |
MONEY CONCEPTS CAPITAL CORP | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 5 |
Verition Fund Management LLC | 4 | 1 | 0.02% | 0.21% | 0.37% | Q4 2015 | Q1 2019 | 5 |
NorthCoast Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2021 | 5 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 5 | 5 | 0.19% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 5 |
BANCORPSOUTH INC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2017 | 5 |
McAdams Wright Ragen, Inc. | 4 | 1 | 0.04% | 0.30% | 0.68% | Q2 2013 | Q3 2014 | 5 |
ZEKE CAPITAL ADVISORS, LLC | 3 | 2 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q4 2019 | 5 |
Smith, Salley & Associates | 3 | 1 | 0.02% | 0.12% | 0.19% | Q2 2013 | Q2 2022 | 5 |
Savant Capital, LLC | 3 | 2 | 0.01% | 0.05% | 0.07% | Q2 2019 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2021 | 5 |
STERNE AGEE GROUP, INC. | 3 | 2 | 0.06% | 0.14% | 0.25% | Q2 2013 | Q1 2015 | 5 |
Pinion Investment Advisors, LLC | 3 | 2 | 0.38% | 0.42% | 0.44% | Q2 2018 | Q3 2019 | 5 |
St. James Investment Company, LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q1 2015 | Q1 2016 | 5 |
Eidelman Virant Capital | 4 | 1 | 0.08% | 0.11% | 0.15% | Q2 2021 | Q3 2022 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q1 2019 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q4 2023 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 0.16% | 0.18% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Warther Private Wealth, LLC | 5 | 5 | 0.37% | 0.49% | 0.63% | Q2 2021 | Q2 2022 | 5 |
Cresta Advisors, Ltd. | 5 | 5 | 0.52% | 0.57% | 0.69% | Q3 2022 | Q3 2023 | 5 |
Coston, McIsaac & Partners | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Capital Bank & Trust Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2021 | 5 |
STALEY CAPITAL ADVISERS INC | 3 | 2 | 0.08% | 0.10% | 0.14% | Q2 2015 | Q3 2017 | 5 |
MONTCHANIN ASSET MANAGEMENT, LLC | 5 | 5 | 4.08% | 4.48% | 4.69% | Q2 2022 | Q2 2023 | 5 |
Fortitude Advisory Group L.L.C. | 3 | 2 | 0.00% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.07% | 0.12% | Q4 2016 | Q4 2017 | 5 |
Empirical Asset Management, LLC | 5 | 5 | 0.38% | 0.39% | 0.39% | Q3 2022 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
InterOcean Capital, LLC | 4 | 1 | 0.02% | 0.05% | 0.09% | Q4 2013 | Q2 2020 | 5 |
REGATTA CAPITAL GROUP, LLC | 3 | 2 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q1 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FIRST COMMUNITY TRUST NA | 5 | 5 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
JOURNEY STRATEGIC WEALTH LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Johnson Financial Group, LLC | 4 | 1 | 0.24% | 0.29% | 0.39% | Q4 2016 | Q1 2018 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Henrickson Nauta Wealth Advisors, Inc. | 5 | 5 | 0.13% | 0.17% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Bryn Mawr Capital Management, LLC | 4 | 1 | 0.09% | 0.13% | 0.18% | Q2 2018 | Q3 2023 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2022 | 5 |
DAVIDSON TRUST CO | 5 | 5 | 0.39% | 0.46% | 0.51% | Q1 2020 | Q1 2021 | 5 |
Foresight Wealth Management, LLC | 5 | 5 | 0.15% | 0.27% | 0.43% | Q4 2018 | Q4 2019 | 5 |
Synergy Asset Management, LLC | 5 | 5 | 1.69% | 1.75% | 1.79% | Q3 2022 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.04% | 0.08% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q1 2023 | 5 |
Arkos Global Advisors | 3 | 2 | 0.04% | 0.11% | 0.21% | Q1 2020 | Q3 2023 | 5 |
Corbenic Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2017 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Ulrich Consultants & Investment Group, LLC | 5 | 5 | 0.12% | 0.41% | 0.65% | Q2 2022 | Q2 2023 | 5 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 5 |
Cerebellum GP, LLC | 5 | 5 | 0.00% | 0.23% | 0.30% | Q3 2018 | Q3 2019 | 5 |
KMG FIDUCIARY PARTNERS, LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q4 2018 | Q4 2019 | 5 |
GENESEE VALLEY TRUST CO | 5 | 5 | 0.20% | 0.20% | 0.22% | Q2 2013 | Q2 2014 | 5 |
Carlson Capital Management | 4 | 1 | 0.04% | 0.05% | 0.05% | Q3 2018 | Q4 2019 | 5 |
Rollins Financial | 5 | 5 | 0.11% | 0.32% | 0.81% | Q3 2022 | Q3 2023 | 5 |
ARVEST TRUST CO N A | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 5 |
Fusion Family Wealth LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
MBA Advisors LLC | 5 | 5 | 0.14% | 0.16% | 0.19% | Q1 2021 | Q1 2022 | 5 |
Penserra Capital Management LLC | 4 | 1 | 0.00% | 0.02% | 0.12% | Q3 2017 | Q3 2023 | 5 |
INVESTMENT SECURITY GROUP INC /CO/ /ADV | 4 | 1 | 0.13% | 0.24% | 0.31% | Q1 2019 | Q2 2020 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.03% | 0.06% | 0.07% | Q1 2019 | Q3 2020 | 5 |
Vantage Financial Partners Ltd., Inc. | 5 | 5 | 0.13% | 0.19% | 0.27% | Q3 2019 | Q3 2020 | 5 |
McCarthy Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 5 |
PATRON PARTNERS, LLC | 5 | 5 | 0.16% | 0.16% | 0.17% | Q3 2022 | Q3 2023 | 5 |
SOUTH GEORGIA CAPITAL, LLC | 3 | 2 | 0.03% | 0.04% | 0.06% | Q4 2013 | Q3 2015 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
SCHOLTZ & COMPANY, LLC | 3 | 2 | 0.35% | 0.63% | 0.90% | Q4 2014 | Q4 2022 | 5 |
Probabilities Fund Management, LLC | 5 | 5 | 0.68% | 1.15% | 1.74% | Q4 2017 | Q4 2018 | 5 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 4 | 1 | 0.01% | 0.19% | 0.28% | Q2 2013 | Q2 2016 | 5 |
SailingStone Capital Partners LLC | 5 | 5 | 8.64% | 13.20% | 17.56% | Q3 2022 | Q3 2023 | 5 |
DOCK STREET ASSET MANAGEMENT INC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q4 2019 | 5 |
Legacy Bridge, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Meridian Wealth Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q1 2021 | 5 |
Quadrant Capital Management, LLC | 5 | 5 | 0.91% | 1.17% | 1.41% | Q2 2014 | Q2 2015 | 5 |
BKS ADVISORS, LLC | 4 | 4 | 0.21% | 0.23% | 0.25% | Q2 2018 | Q1 2019 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.08% | 0.09% | 0.13% | Q1 2020 | Q3 2023 | 4 |
Biechele Royce Advisors | 2 | 1 | 0.14% | 0.15% | 0.15% | Q4 2017 | Q1 2019 | 4 |
Virtue Capital Management, LLC | 2 | 1 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q4 2020 | 4 |
WealthShield Partners, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q2 2021 | 4 |
Hotaling Investment Management, LLC | 4 | 4 | 0.14% | 0.16% | 0.20% | Q4 2018 | Q3 2019 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2019 | Q4 2019 | 4 |
LSP Investment Advisors, LLC | 3 | 1 | 5.31% | 8.94% | 11.71% | Q2 2019 | Q2 2020 | 4 |
Claro Advisors LLC | 3 | 1 | 0.06% | 0.16% | 0.21% | Q4 2018 | Q3 2023 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.26% | 0.87% | 1.31% | Q4 2017 | Q3 2018 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Salient Private Client, LLC | 4 | 4 | 1.53% | 2.52% | 3.31% | Q4 2017 | Q3 2018 | 4 |
AlphaCore Capital LLC | 3 | 1 | 0.01% | 0.80% | 1.59% | Q1 2020 | Q3 2023 | 4 |
ECP ControlCo, LLC | 3 | 1 | 0.39% | 3.02% | 4.43% | Q1 2020 | Q1 2021 | 4 |
Knuff & Co LLC | 4 | 4 | 0.03% | 0.05% | 0.10% | Q1 2019 | Q4 2019 | 4 |
Wall Capital Group, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.51% | 0.54% | 0.57% | Q4 2018 | Q3 2019 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
TRADITION ASSET MANAGEMENT LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q3 2019 | Q2 2020 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.07% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Clear Creek Financial Management, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.34% | 0.44% | 0.51% | Q4 2018 | Q3 2019 | 4 |
Nicholas Hoffman & Company, LLC. | 3 | 1 | 0.04% | 0.08% | 0.10% | Q1 2019 | Q2 2021 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.04% | 0.06% | 0.07% | Q1 2016 | Q4 2016 | 4 |
KHP Capital, LLC | 4 | 4 | 0.62% | 0.65% | 0.70% | Q4 2017 | Q3 2018 | 4 |
Intrinsic Edge Capital Management LLC | 3 | 1 | 0.22% | 0.32% | 0.40% | Q2 2020 | Q3 2021 | 4 |
Hyperion Capital Advisors LP | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Maryland State Retirement & Pension System | 4 | 4 | 0.25% | 0.68% | 0.86% | Q4 2022 | Q3 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
CHARTWELL INVESTMENT PARTNERS/PA | 4 | 4 | 0.05% | 0.07% | 0.11% | Q2 2013 | Q1 2014 | 4 |
General Partner, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q4 2023 | 4 |
Minot Wealth Management LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.72% | 0.92% | 1.02% | Q4 2022 | Q3 2023 | 4 |
Essex Private Wealth Management, LLC | 4 | 4 | 0.23% | 0.30% | 0.40% | Q4 2019 | Q3 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.06% | 0.07% | 0.11% | Q4 2019 | Q3 2021 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.18% | 0.19% | 0.21% | Q2 2016 | Q1 2017 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Acrospire Investment Management LLC | 2 | 2 | 0.01% | 0.05% | 0.14% | Q1 2016 | Q2 2017 | 4 |
Trust Co | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2021 | 4 |
Concorde Asset Management, LLC | 4 | 4 | 0.15% | 0.22% | 0.33% | Q1 2022 | Q4 2022 | 4 |
Samson Capital Advisors LLC | 4 | 4 | 0.18% | 0.35% | 0.48% | Q4 2014 | Q3 2015 | 4 |
Bellwether Advisors, LLC | 4 | 4 | 0.01% | 0.04% | 0.15% | Q4 2020 | Q3 2021 | 4 |
Advisor Resource Council | 1 | 1 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q1 2023 | 4 |
XTX Topco Ltd | 2 | 2 | 0.05% | 0.14% | 0.26% | Q1 2021 | Q1 2023 | 4 |
Iron Horse Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 4 |
FORSTA AP-FONDEN | 4 | 4 | 0.26% | 1.18% | 1.75% | Q1 2017 | Q4 2017 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.02% | 0.08% | 0.27% | Q3 2018 | Q2 2019 | 4 |
Tidal Investments LLC | 3 | 1 | 0.05% | 0.11% | 0.19% | Q2 2019 | Q3 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q3 2021 | 4 |
Annapolis Financial Services, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2021 | 4 |
New England Research & Management, Inc. | 4 | 4 | 0.30% | 0.49% | 0.58% | Q2 2016 | Q1 2017 | 4 |
Proquility Private Wealth Partners, LLC | 4 | 4 | 0.44% | 0.56% | 0.64% | Q1 2021 | Q4 2021 | 4 |
COLLECTIVE FAMILY OFFICE LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q2 2022 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.15% | 0.24% | 0.34% | Q4 2020 | Q3 2021 | 4 |
Chessman Wealth Strategies RIA | 4 | 4 | 0.87% | 0.96% | 1.12% | Q4 2017 | Q3 2018 | 4 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2019 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.08% | 0.10% | 0.13% | Q1 2021 | Q4 2021 | 4 |
Sanibel Captiva Investment Advisers, Inc. | 4 | 4 | 0.17% | 0.22% | 0.26% | Q1 2013 | Q4 2013 | 4 |
Fernwood Investment Management, LLC | 4 | 4 | 0.15% | 0.19% | 0.22% | Q4 2013 | Q3 2014 | 4 |
Gator Capital Management, LLC | 4 | 4 | 0.42% | 0.56% | 0.70% | Q4 2017 | Q3 2018 | 4 |
Bank OZK | 4 | 4 | 0.07% | 0.11% | 0.20% | Q2 2014 | Q1 2015 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 2.49% | 2.56% | 2.65% | Q4 2022 | Q3 2023 | 4 |
Union Investments & Development Ltd. | 4 | 4 | 1.26% | 1.64% | 1.87% | Q4 2021 | Q3 2022 | 4 |
SJS Investment Consulting Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Capital Wealth Planning, LLC | 3 | 1 | 0.51% | 1.07% | 1.93% | Q2 2013 | Q4 2014 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2018 | Q4 2018 | 4 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2023 | 4 |
MILLER WEALTH ADVISORS, LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2021 | Q3 2022 | 4 |
KGH Ltd | 3 | 1 | 0.01% | 0.04% | 0.10% | Q3 2015 | Q1 2018 | 4 |
NEIRG Wealth Management, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q3 2022 | Q2 2023 | 4 |
Next Level Private LLC | 4 | 4 | 0.23% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Madden Advisory Services, Inc. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 4 |
Bullseye Investment Management, LLC | 4 | 4 | 0.28% | 2.43% | 3.77% | Q4 2021 | Q3 2022 | 4 |
FirstPurpose Wealth LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 0.46% | 0.94% | 2.17% | Q4 2022 | Q3 2023 | 4 |
NuWave Investment Management, LLC | 2 | 1 | 0.09% | 0.30% | 0.53% | Q3 2020 | Q4 2021 | 4 |
EPACRIA CAPITAL PARTNERS, LLC | 4 | 4 | 2.28% | 2.51% | 2.69% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cercano Management LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Tevis Investment Management | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2021 | Q3 2022 | 4 |
CHASE INVESTMENT COUNSEL CORP | 3 | 1 | 0.11% | 0.14% | 0.16% | Q1 2020 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.21% | 0.24% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.27% | 0.29% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.18% | 0.24% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.85% | 0.94% | 1.12% | Q4 2022 | Q3 2023 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.36% | 0.41% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.28% | 0.33% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 0.58% | 0.63% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.11% | 0.17% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 0.39% | 0.41% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.56% | 0.61% | 0.69% | Q4 2022 | Q3 2023 | 4 |
Auto-Owners Insurance Co | 4 | 4 | 0.86% | 0.89% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.19% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 3.47% | 3.64% | 3.88% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.23% | 0.28% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.85% | 0.88% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.27% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Eaton Financial Holdings Company, LLC | 4 | 4 | 0.25% | 0.57% | 0.68% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q1 2023 | Q4 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.49% | 0.53% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Slocum, Gordon & Co LLP | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.95% | 1.72% | 2.43% | Q4 2022 | Q3 2023 | 4 |
Jump Trading, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2018 | 4 |
Oslo Asset Management AS | 4 | 4 | 1.73% | 3.37% | 5.26% | Q3 2021 | Q2 2022 | 4 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.01% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 4 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 4 |
Coe Capital Management, LLC | 4 | 4 | 0.20% | 0.24% | 0.30% | Q4 2015 | Q3 2016 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Limestone Value Partners, LLC | 4 | 4 | 1.07% | 1.90% | 2.31% | Q4 2015 | Q3 2016 | 4 |
B. Riley Financial, Inc. | 4 | 4 | 0.10% | 0.11% | 0.13% | Q3 2017 | Q2 2018 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.02% | 0.08% | Q2 2023 | Q3 2023 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 4 | 0.46% | 0.94% | 1.58% | Q1 2020 | Q4 2020 | 4 |
EnTrustPermal Management LLC | 4 | 4 | 1.28% | 1.46% | 1.65% | Q4 2016 | Q3 2017 | 4 |
ASPIRIANT, LLC | 1 | 1 | 0.02% | 0.08% | 0.23% | Q1 2017 | Q3 2020 | 4 |
Capital Directions Investment Advisors, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2020 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 3 | 0.00% | 0.21% | 0.44% | Q2 2018 | Q4 2018 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2015 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Westchester Capital Management, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q2 2014 | 4 |
HEADINVEST, LLC | 2 | 1 | 0.01% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 4 |
FOUNDERS BANK & TRUST | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q4 2014 | 4 |
Aldebaran Financial Inc. | 4 | 4 | 0.24% | 0.33% | 0.43% | Q3 2014 | Q2 2015 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q3 2021 | 4 |
Aurora Investment Counsel | 4 | 4 | 1.02% | 1.04% | 1.06% | Q1 2020 | Q4 2020 | 4 |
Yorktown Management & Research Co Inc | 3 | 1 | 0.04% | 0.15% | 0.48% | Q2 2013 | Q3 2014 | 4 |
CARL DOMINO INC | 3 | 1 | 0.11% | 0.14% | 0.20% | Q3 2014 | Q2 2016 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 4 | 1.79% | 1.94% | 2.09% | Q4 2022 | Q3 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.19% | 0.24% | 0.33% | Q4 2022 | Q3 2023 | 4 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
FULTON BANK, N.A. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q3 2023 | 4 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 3 | 1 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q4 2019 | 4 |
NICOLET BANKSHARES INC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q2 2022 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 1.65% | 1.70% | 1.77% | Q2 2013 | Q1 2014 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q3 2015 | 4 |
Zurich Insurance Group Ltd/FI | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2018 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 1 | 0.00% | 0.03% | 0.11% | Q3 2014 | Q3 2015 | 4 |
BlackRock Institutional Trust Company, N.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 4 |
WAFRA INC. | 4 | 4 | 0.32% | 0.47% | 0.65% | Q1 2017 | Q4 2017 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2014 | Q2 2015 | 4 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q4 2023 | 4 |
Windsor Advisory Group, LLC | 4 | 4 | 6.40% | 6.61% | 6.72% | Q4 2022 | Q3 2023 | 4 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q1 2018 | Q3 2023 | 4 |
Pathway Financial Advisors LLC | 3 | 1 | 0.07% | 0.09% | 0.14% | Q4 2017 | Q4 2021 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
MinichMacGregor Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2016 | Q4 2022 | 4 |
Centerpoint Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SWS Partners | 3 | 1 | 0.16% | 0.19% | 0.23% | Q4 2017 | Q4 2018 | 4 |
VisionPoint Advisory Group, LLC | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2018 | Q3 2019 | 4 |
B&D White Capital Company, LLC | 3 | 1 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 4 |
Andesa Financial Management Inc. | 4 | 4 | 0.21% | 0.29% | 0.37% | Q4 2018 | Q3 2019 | 4 |
Mill Creek Capital Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Aries Wealth Management | 2 | 1 | 0.13% | 0.14% | 0.16% | Q1 2019 | Q4 2019 | 3 |
Laidlaw Wealth Management LLC | 2 | 1 | 0.04% | 0.06% | 0.06% | Q1 2022 | Q2 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Sonic GP LLC | 3 | 3 | 3.52% | 3.70% | 3.96% | Q4 2022 | Q2 2023 | 3 |
CAZ INVESTMENTS LP | 3 | 3 | 0.39% | 0.52% | 0.61% | Q4 2014 | Q2 2015 | 3 |
Davis Investment Partners, LLC | 2 | 1 | 0.19% | 0.24% | 0.29% | Q4 2022 | Q3 2023 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q2 2018 | 3 |
SNS Financial Group, LLC | 2 | 1 | 0.06% | 0.09% | 0.14% | Q1 2013 | Q3 2017 | 3 |
Capula Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 3 |
Tuscan Ridge Asset Management LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2019 | Q3 2019 | 3 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Weaver C. Barksdale & Associates, Inc. | 3 | 3 | 0.46% | 0.51% | 0.56% | Q2 2017 | Q4 2017 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2016 | 3 |
Peterson Wealth Services | 3 | 3 | 0.31% | 0.41% | 0.52% | Q1 2022 | Q3 2022 | 3 |
Kovitz Investment Group, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.13% | 0.35% | Q4 2016 | Q4 2016 | 3 |
Hutner Daniel Ellsworth | 3 | 3 | 1.71% | 1.85% | 1.98% | Q4 2015 | Q2 2016 | 3 |
VILLERE ST DENIS J & CO LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 3 |
Stratford Consulting, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2014 | Q3 2014 | 3 |
FAGAN ASSOCIATES, INC. | 3 | 3 | 0.28% | 0.30% | 0.33% | Q1 2017 | Q3 2017 | 3 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
WPWealth LLP | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Beacon Pointe Wealth Advisors, LLC | 2 | 1 | 0.04% | 0.07% | 0.10% | Q1 2019 | Q4 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Kovitz Investment Group Partners, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 3 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.01% | 0.31% | 0.82% | Q2 2016 | Q3 2023 | 3 |
EASTERN BANK | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 3 |
TVR Capital Management LP | 3 | 3 | 2.51% | 4.15% | 6.83% | Q3 2018 | Q1 2019 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
GILDER GAGNON HOWE & CO LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
ANGELES WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q2 2022 | 3 |
KENFARB & CO. | 3 | 3 | 0.35% | 0.36% | 0.38% | Q1 2023 | Q3 2023 | 3 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.06% | 0.14% | 0.19% | Q1 2016 | Q3 2022 | 3 |
New Harbor Financial Group, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Cruiser Capital Advisors, LLC | 3 | 3 | 0.26% | 0.67% | 1.00% | Q1 2020 | Q3 2020 | 3 |
Campion Asset Management | 3 | 3 | 0.24% | 0.26% | 0.28% | Q1 2021 | Q3 2021 | 3 |
Enhancing Capital LLC | 3 | 3 | 0.25% | 0.26% | 0.28% | Q1 2022 | Q3 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Triangle Securities Wealth Management | 2 | 1 | 0.02% | 0.09% | 0.14% | Q2 2013 | Q1 2019 | 3 |
Hartree Partners, LP | 3 | 3 | 2.57% | 4.86% | 7.02% | Q2 2019 | Q4 2019 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.52% | 0.57% | 0.63% | Q4 2020 | Q2 2021 | 3 |
NTB Financial Corp | 3 | 3 | 0.34% | 0.37% | 0.39% | Q4 2021 | Q2 2022 | 3 |
American Institute for Advanced Investment Management, LLP | 3 | 3 | 0.25% | 0.28% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Lineweaver Wealth Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q3 2021 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
SUMMITVIEW INVESTMENT MANAGEMENT | 3 | 3 | 3.68% | 6.17% | 8.07% | Q1 2016 | Q3 2016 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.06% | Q4 2019 | Q2 2020 | 3 |
Destiny Wealth Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 3 |
CBIZ Investment Advisory Services, LLC | 3 | 3 | 0.02% | 0.11% | 0.22% | Q2 2022 | Q4 2022 | 3 |
FORA Capital, LLC | 2 | 1 | 0.05% | 0.09% | 0.12% | Q4 2019 | Q1 2023 | 3 |
Bridgeworth, LLC | 3 | 3 | 0.13% | 0.15% | 0.17% | Q2 2018 | Q4 2018 | 3 |
Man Group plc | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
TRAIN BABCOCK ADVISORS LLC | 3 | 3 | 0.71% | 0.75% | 0.78% | Q1 2015 | Q3 2015 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q2 2015 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.08% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Mattern Wealth Management LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.04% | 0.10% | 0.23% | Q4 2018 | Q2 2021 | 3 |
F&C Asset Management plc | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q4 2013 | 3 |
Altman Advisors, Inc. | 3 | 3 | 0.27% | 0.32% | 0.40% | Q4 2017 | Q2 2018 | 3 |
Greystone Financial Group, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q2 2021 | 3 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 3 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 2 | 1 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q3 2014 | 3 |
Northern Right Capital Management, L.P. | 3 | 3 | 0.37% | 0.60% | 0.74% | Q4 2019 | Q2 2020 | 3 |
Patriot Wealth Management, Inc. | 3 | 3 | 0.15% | 0.16% | 0.16% | Q4 2013 | Q2 2014 | 3 |
LEUTHOLD GROUP, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q3 2019 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q3 2015 | 3 |
STRATEGIC WEALTH MANAGEMENT INC | 3 | 3 | 1.64% | 1.89% | 2.34% | Q2 2020 | Q4 2020 | 3 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 3 | 3 | 0.13% | 0.38% | 0.52% | Q3 2015 | Q1 2016 | 3 |
ProShare Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.02% | 0.04% | 0.05% | Q1 2013 | Q3 2013 | 3 |
STRATEGIC CAPITAL ADVISERS, INC. | 2 | 1 | 0.41% | 0.42% | 0.44% | Q4 2017 | Q4 2018 | 3 |
Taylor Hoffman Wealth Management | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q2 2020 | 3 |
Chiron Investment Management, LLC | 2 | 1 | 0.07% | 0.13% | 0.21% | Q2 2022 | Q3 2023 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
StratiFi, LLC | 2 | 1 | 0.06% | 0.77% | 1.92% | Q4 2014 | Q3 2015 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q2 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 3 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 3 |
Paragon Capital Management LLC | 2 | 1 | 0.07% | 0.08% | 0.08% | Q3 2014 | Q2 2019 | 3 |
Green Owl Capital Management, LLC | 1 | 1 | 0.05% | 0.37% | 0.97% | Q4 2014 | Q3 2015 | 3 |
BLB&B Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
American Assets Investment Management, LLC | 3 | 3 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q3 2023 | 3 |
ZEVIN ASSET MANAGEMENT LLC | 3 | 3 | 0.24% | 0.46% | 0.63% | Q2 2019 | Q4 2019 | 3 |
VNBTrust, National Association | 3 | 3 | 0.14% | 0.14% | 0.15% | Q4 2014 | Q2 2015 | 3 |
MidWestOne Financial Group, Inc. | 2 | 1 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q2 2023 | 3 |
STRATTON MANAGEMENT CO | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 3 |
Rainier Group Investment Advisory LLC | 3 | 3 | 0.10% | 0.10% | 0.12% | Q4 2016 | Q2 2017 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 2.28% | 3.48% | 4.22% | Q3 2019 | Q1 2020 | 3 |
FIDUCIARY TRUST INTERNATIONAL LLC | 3 | 3 | 0.12% | 0.17% | 0.23% | Q3 2014 | Q1 2015 | 3 |
LOEB PARTNERS CORP | 3 | 3 | 0.35% | 0.82% | 1.21% | Q3 2018 | Q1 2019 | 3 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 1 | 0.01% | 0.41% | 0.63% | Q2 2013 | Q1 2021 | 3 |
U S GLOBAL INVESTORS INC | 3 | 3 | 1.19% | 1.53% | 1.90% | Q2 2013 | Q4 2013 | 3 |
NATIXIS ADVISORS, L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2021 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.03% | 0.04% | 0.07% | Q2 2019 | Q4 2019 | 3 |
ABNER HERRMAN & BROCK LLC | 3 | 3 | 0.11% | 0.11% | 0.11% | Q1 2014 | Q3 2014 | 3 |
CEDAR HILL ASSOCIATES, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2015 | Q2 2016 | 3 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2019 | 3 |
Benedetti & Gucer, Inc. | 3 | 3 | 0.41% | 0.48% | 0.54% | Q1 2023 | Q3 2023 | 3 |
Leucadia National | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Personal Wealth Partners | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
ARCH CAPITAL GROUP LTD. | 3 | 3 | 0.39% | 0.50% | 0.57% | Q1 2021 | Q3 2021 | 3 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2023 | 3 |
CENTERSQUARE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Fulcrum Capital LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Greenwich Investment Management, Inc. | 3 | 3 | 3.05% | 3.46% | 3.89% | Q1 2022 | Q3 2022 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Wallace Capital Management Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 3 |
Arkfeld Wealth Strategies, L.L.C. | 3 | 3 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Lenox Wealth Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
TEACHERS ADVISORS, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2014 | Q1 2017 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.16% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
MASON STREET ADVISORS, LLC | 2 | 1 | 0.08% | 0.12% | 0.14% | Q4 2013 | Q4 2014 | 3 |
Norway Savings Bank | 3 | 3 | 0.05% | 0.06% | 0.09% | Q4 2019 | Q2 2020 | 3 |
WESTON CAPITAL MANAGEMENT INC | 3 | 3 | 0.39% | 0.39% | 0.40% | Q2 2013 | Q4 2013 | 3 |
RNC CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q2 2022 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.65% | 0.90% | 1.34% | Q1 2016 | Q3 2016 | 3 |
Verdence Capital Advisors LLC | 2 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q2 2019 | 3 |
AT Bancorp | 2 | 1 | 0.01% | 0.05% | 0.12% | Q1 2017 | Q4 2018 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q2 2016 | 3 |
Drexel Morgan & Co. | 2 | 1 | 0.23% | 0.24% | 0.26% | Q4 2015 | Q1 2017 | 3 |
Knighthead Capital Management, LLC | 3 | 3 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q1 2021 | 3 |
ARS Wealth Advisors Group, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q1 2023 | 3 |
Wharton Business Group, LLC | 3 | 3 | 0.27% | 0.29% | 0.29% | Q3 2013 | Q1 2014 | 3 |
Merit Investment Management, LLC | 3 | 3 | 2.82% | 3.32% | 3.63% | Q2 2013 | Q4 2013 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
TCG Advisory Services, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Sterling Manor Financial, LLC | 3 | 3 | 0.99% | 1.16% | 1.43% | Q2 2021 | Q4 2021 | 3 |
ORG Partners LLC | 3 | 3 | 0.24% | 0.31% | 0.36% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.08% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Pinnacle West Asset Management, Inc. | 3 | 3 | 1.28% | 1.38% | 1.49% | Q1 2023 | Q3 2023 | 3 |
Amitell Capital Pte Ltd | 3 | 3 | 2.42% | 2.62% | 2.77% | Q2 2021 | Q4 2021 | 3 |
KOCH INDUSTRIES INC | 2 | 1 | 0.08% | 0.13% | 0.19% | Q1 2017 | Q1 2018 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.80% | 0.83% | 0.90% | Q1 2023 | Q3 2023 | 3 |
One Charles Private Wealth Services, LLC | 3 | 3 | 0.38% | 0.59% | 0.75% | Q1 2023 | Q3 2023 | 3 |
Gerstein Fisher | 3 | 3 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2013 | 3 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.01% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 3 |
Ninepoint Partners LP | 2 | 1 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q3 2023 | 3 |
Markel Corporation | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.04% | 0.05% | Q3 2014 | Q3 2016 | 3 |
Capricorn Fund Managers Ltd | 2 | 1 | 0.50% | 0.55% | 0.58% | Q4 2021 | Q3 2023 | 3 |
Sharkey, Howes & Javer | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2019 | 2 |
S. R. Schill & Associates | 2 | 2 | 0.20% | 0.25% | 0.30% | Q4 2014 | Q1 2015 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2020 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CHICAGO TRUST Co NA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2020 | 2 |
Poehling Capital Management, INC. | 1 | 1 | 0.01% | 0.05% | 0.10% | Q4 2017 | Q2 2018 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.19% | 0.20% | 0.22% | Q1 2014 | Q2 2014 | 2 |
Covenant Multifamily Offices, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Torch Wealth Management LLC | 2 | 2 | 0.08% | 0.13% | 0.18% | Q2 2014 | Q3 2014 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Pegasus Asset Management, Inc. | 2 | 2 | 0.82% | 0.83% | 0.85% | Q4 2017 | Q1 2018 | 2 |
Paradigm Financial Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2014 | 2 |
Financial Partners Group, Inc | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2018 | Q3 2018 | 2 |
Arosa Capital Management LP | 1 | 1 | 1.25% | 2.72% | 4.19% | Q2 2016 | Q1 2019 | 2 |
Aristides Capital LLC | 2 | 2 | 0.73% | 0.75% | 0.77% | Q1 2020 | Q2 2020 | 2 |
Midwest Wealth Management Inc. | 1 | 1 | 0.12% | 0.14% | 0.15% | Q2 2021 | Q1 2022 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 0.22% | 0.23% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Detwiler Fenton Investment Management LLC | 2 | 2 | 0.26% | 0.30% | 0.34% | Q4 2010 | Q1 2011 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2013 | Q3 2013 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 5.18% | 5.53% | 5.88% | Q3 2018 | Q4 2018 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2018 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.52% | 0.54% | 0.56% | Q4 2017 | Q1 2018 | 2 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2017 | 2 |
Clarity Financial LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Marathon Trading Investment Management LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Pure Financial Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q3 2014 | 2 |
Banco Santander, S.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.32% | 0.34% | 0.36% | Q2 2013 | Q3 2013 | 2 |
VELA Investment Management, LLC | 2 | 2 | 0.40% | 0.57% | 0.75% | Q2 2023 | Q3 2023 | 2 |
Chesley Taft & Associates LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q3 2014 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Carnick & Kubik, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2015 | Q1 2016 | 2 |
S.C. Financial Services, Inc. | 1 | 1 | 0.44% | 0.52% | 0.60% | Q4 2021 | Q3 2022 | 2 |
Omega Advisors Inc. | 2 | 2 | 0.48% | 0.58% | 0.68% | Q2 2016 | Q3 2016 | 2 |
1620 INVESTMENT ADVISORS, INC. | 2 | 2 | 0.36% | 0.38% | 0.40% | Q2 2023 | Q3 2023 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Family Legacy, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Quadrature Capital LLP | 2 | 2 | 0.34% | 0.74% | 1.13% | Q4 2014 | Q1 2015 | 2 |
PRUDENTIAL FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.07% | 0.14% | Q4 2022 | Q3 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2019 | Q3 2023 | 2 |
Glovista Investments LLC | 2 | 2 | 0.53% | 0.61% | 0.69% | Q1 2022 | Q2 2022 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q1 2018 | 2 |
Liontrust Investment Partners LLP | 2 | 2 | 0.13% | 0.13% | 0.14% | Q3 2021 | Q4 2021 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Strategic Income Management, LLC | 2 | 2 | 12.65% | 12.73% | 12.81% | Q4 2022 | Q1 2023 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q1 2023 | 2 |
Redwood Financial Network Corp | 2 | 2 | 0.28% | 0.29% | 0.30% | Q4 2022 | Q1 2023 | 2 |
Mader & Shannon Wealth Management, Inc. | 2 | 2 | 1.61% | 2.87% | 4.13% | Q2 2014 | Q3 2014 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Astoria Portfolio Advisors LLC. | 2 | 2 | 0.16% | 0.17% | 0.17% | Q3 2022 | Q4 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2022 | 2 |
Pacific Sage Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Plan Group Financial, LLC | 1 | 1 | 0.20% | 0.27% | 0.34% | Q2 2022 | Q3 2023 | 2 |
BIEGEL & WALLER LLC | 1 | 1 | 0.11% | 0.12% | 0.12% | Q3 2018 | Q3 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q1 2019 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2014 | Q1 2015 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.42% | 0.60% | 0.79% | Q4 2015 | Q3 2016 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Qube Research & Technologies Ltd | 1 | 1 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q3 2021 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2017 | 2 |
Ibex Investors LLC | 2 | 2 | 0.86% | 1.33% | 1.79% | Q2 2022 | Q3 2022 | 2 |
F3Logic, LLC | 2 | 2 | 0.06% | 0.15% | 0.23% | Q1 2019 | Q2 2019 | 2 |
Trifecta Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 1.21% | 1.28% | 1.35% | Q3 2022 | Q4 2022 | 2 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Garden State Investment Advisory Services LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Applied Capital LLC/FL | 2 | 2 | 0.27% | 0.40% | 0.53% | Q2 2023 | Q3 2023 | 2 |
Delta Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Portman Square Capital LLP | 1 | 1 | 0.08% | 0.18% | 0.28% | Q4 2022 | Q4 2022 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.24% | 0.24% | 0.25% | Q2 2023 | Q3 2023 | 2 |
Dechtman Wealth Management, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Perkins Coie Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
SPROTT INC. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Nelson Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
AVITY INVESTMENT MANAGEMENT INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
SOPHROSYNE CAPITAL LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q4 2013 | 2 |
SAROFIM FAYEZ | 1 | 1 | 2.14% | 2.29% | 2.43% | Q4 2012 | Q3 2013 | 2 |
RS INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.20% | 0.22% | 0.25% | Q1 2016 | Q2 2016 | 2 |
Planning Solutions Group LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2019 | Q2 2019 | 2 |
BRINKER CAPITAL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Highstreet Asset Management Inc. | 1 | 1 | 0.01% | 0.15% | 0.28% | Q2 2015 | Q4 2019 | 2 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.06% | 0.27% | 0.48% | Q2 2015 | Q1 2018 | 2 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 2 | 2 | 0.44% | 0.57% | 0.70% | Q2 2015 | Q3 2015 | 2 |
TD Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 2 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
FIRST CITIZENS BANCORPORATION INC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2014 | Q4 2014 | 2 |
ADVISOR PARTNERS LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2016 | Q4 2016 | 2 |
IMC-Chicago, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.05% | 0.09% | 0.13% | Q4 2018 | Q4 2020 | 2 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.06% | 0.46% | 0.85% | Q2 2018 | Q1 2020 | 2 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 2 | 2 | 0.25% | 0.26% | 0.27% | Q2 2018 | Q3 2018 | 2 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Oak Asset Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q3 2019 | Q4 2019 | 2 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 2 |
TBP Investments Management, LLC | 2 | 2 | 5.92% | 7.73% | 9.53% | Q2 2013 | Q3 2013 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
TradeLink Global Equity LLC | 2 | 2 | 0.01% | 0.09% | 0.18% | Q3 2014 | Q4 2014 | 2 |
ANDERSON HOAGLAND & CO | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Forward Management, LLC | 1 | 1 | 0.07% | 0.75% | 1.42% | Q1 2016 | Q4 2016 | 2 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Baker Ellis Asset Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
GUARDIAN INVESTMENT MANAGEMENT | 2 | 2 | 0.39% | 0.42% | 0.44% | Q3 2017 | Q4 2017 | 2 |
Geller Advisors LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2014 | Q4 2014 | 2 |
Magnetar Financial LLC | 2 | 2 | 0.11% | 0.22% | 0.33% | Q4 2019 | Q1 2020 | 2 |
Bangor Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MENORA MIVTACHIM HOLDINGS LTD. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
NatWest Group plc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.04% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Westend Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q4 2013 | 2 |
Weil Company, Inc. | 1 | 1 | 0.06% | 0.11% | 0.16% | Q3 2019 | Q1 2021 | 2 |
LONESTAR CAPITAL MANAGEMENT LLC | 2 | 2 | 0.90% | 1.64% | 2.37% | Q2 2020 | Q3 2020 | 2 |
First Financial Bank - Trust Division | 1 | 1 | 0.04% | 0.05% | 0.06% | Q1 2013 | Q4 2013 | 2 |
Well Done, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q4 2018 | 2 |
Everett Capital Advisors UK LLP | 1 | 1 | 2.19% | 2.62% | 3.06% | Q4 2018 | Q4 2018 | 2 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Savior LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Catamount Wealth Management | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q2 2015 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q3 2016 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CWS Financial Advisors, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q1 2020 | 2 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q4 2020 | 2 |
GOFF JOHN C | 2 | 2 | 0.29% | 0.33% | 0.36% | Q1 2022 | Q2 2022 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.06% | 0.08% | Q3 2017 | Q4 2017 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2020 | 2 |
Moser Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Sendero Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
MATTERN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q4 2017 | 2 |
CIBC BANK USA | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q3 2014 | 2 |
BARR E S & CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 2 |
Aspen Grove Capital, LLC | 2 | 2 | 0.19% | 0.21% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q1 2021 | Q2 2021 | 2 |
Farmers National Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 2 |
MAPLE SECURITIES USA INC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2015 | Q2 2015 | 2 |
Ruggie Capital Group | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2015 | Q2 2015 | 2 |
Kissinger Financial Services LLC | 2 | 2 | 0.32% | 0.33% | 0.34% | Q3 2016 | Q4 2016 | 2 |
TCG Advisors, LP | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q2 2019 | 2 |
Sentinus, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.35% | 0.69% | Q1 2020 | Q2 2020 | 2 |
DELTEC ASSET MANAGEMENT LLC | 2 | 2 | 0.37% | 0.43% | 0.49% | Q2 2020 | Q3 2020 | 2 |
Atlas Private Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2018 | 2 |
Biltmore Capital Advisors LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q3 2021 | 2 |
Zions Trust, National Association | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.21% | 0.23% | 0.25% | Q4 2014 | Q3 2015 | 2 |
Cypress Point Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
FolioMetrix LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 2 |
LBA Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Covey Capital Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Wealthstar Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
TRENT CAPITAL MANAGEMENT INC /NC/ | 1 | 1 | 2.27% | 2.27% | 2.27% | Q4 2016 | Q4 2016 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q3 2023 | Q3 2023 | 1 |
DODGE & COX | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Alpha Family Trust | 1 | 1 | 5.98% | 5.98% | 5.98% | Q4 2020 | Q4 2020 | 1 |
CAHABA WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Motley Fool Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2018 | Q1 2018 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Samjo Capital LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
Monument Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Talkot Capital, LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q4 2015 | Q4 2015 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.83% | 2.83% | 2.83% | Q2 2017 | Q2 2017 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2014 | Q3 2014 | 1 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2021 | Q1 2021 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
Deep Basin Capital LP | 1 | 1 | 3.44% | 3.44% | 3.44% | Q1 2020 | Q1 2020 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Stillwater Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Voit & Company, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2019 | Q1 2019 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
DRW Securities, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
STRATEGY ASSET MANAGERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2020 | Q3 2020 | 1 |
PETERSON WEALTH MANAGEMENT | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2019 | Q4 2019 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
SMITH CHAS P & ASSOCIATES PA CPAS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
CAMDEN NATIONAL BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2018 | Q3 2018 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Keystone Financial Services | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Wescott Financial Advisory Group, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2020 | Q4 2020 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Souders Financial Advisors | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Alden Global Capital LLC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2020 | Q4 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DAVIDSON & GARRARD INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
BERRY GROUP, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Centric Wealth Management | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
Alpine Global Management, LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2017 | Q3 2017 | 1 |
Salomon & Ludwin, LLC | 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 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Granby Capital Management, LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q3 2023 | Q3 2023 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Strategic Financial Services, Inc, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
GW HENSSLER & ASSOCIATES LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
WS MANAGEMENT LLLP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2019 | Q1 2019 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BROOKTREE CAPITAL MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wilmington Trust Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Fruth Investment Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2014 | Q3 2014 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2017 | Q1 2017 | 1 |
RELIANCE TRUST CO OF DELAWARE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Moon Capital Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2014 | Q3 2014 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Boston Common Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Alliance Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Mathes Company, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2023 | Q1 2023 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Bedell Frazier Investment Counselling, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
BANK OF STOCKTON | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Lebenthal Wealth Advisors, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2016 | Q2 2016 | 1 |
Trafelet Capital Management, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Concentrum Wealth Management | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
WJ Interests, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Cadent Capital Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Redwood Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Goodman Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Robbins Farley | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Townsend & Associates, Inc | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FRIESS ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 2.23% | 2.23% | 2.23% | Q4 2014 | Q4 2014 | 1 |
Amtrust Financial Services, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Requisite Energy Fund I LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2013 | Q2 2013 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2018 | Q4 2018 | 1 |
Seven Springs Wealth Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Distillate Capital Partners LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2022 | Q4 2022 | 1 |
FSA Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Matthew Goff Investment Advisor, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GLG LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Philadelphia Financial Management of San Francisco, LLC | 1 | 1 | 3.37% | 3.37% | 3.37% | Q3 2022 | Q3 2022 | 1 |
Coho Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Barry Investment Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2015 | Q1 2015 | 1 |
MARK MORRIS ET AL | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ADE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
EA Series Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
IMS Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
M. Kraus & Co | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Hillview Capital Advisors, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2015 | Q3 2015 | 1 |
Bragg Financial Advisors, Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2015 | Q2 2015 | 1 |
TAM Capital Management Inc. | 1 | 1 | 3.28% | 3.28% | 3.28% | Q3 2017 | Q3 2017 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Whetstone Capital Advisors, LLC | 1 | 1 | 2.56% | 2.56% | 2.56% | Q1 2016 | Q1 2016 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 2.54% | 2.54% | 2.54% | Q1 2016 | Q1 2016 | 1 |
IRON Financial LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2014 | Q2 2014 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
TAURUS ASSET MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2017 | Q4 2017 | 1 |
Arvest Bank Trust Division | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
J. L. Bainbridge & Co., Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
NN Investment Partners Holdings N.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TFG Advisers LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 1.56% | 1.56% | 1.56% | Q3 2023 | Q3 2023 | 1 |
Keystone Financial Planning, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Canal Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
PECAUT & CO. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2014 | Q3 2014 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Square, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
HALSEY ASSOCIATES INC/CT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
William Allan Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
City State Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Anchor Bolt Capital, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q1 2017 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Callan Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Wealth Management Partners, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Visionary Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Schneider Downs Wealth Management Advisors, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q1 2017 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
RBA Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Crossmark Global Holdings, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CWH Capital Management, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2015 | Q3 2015 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2017 | Q2 2017 | 1 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2015 | Q4 2015 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ironwood Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Walker Asset Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2023 | Q4 2023 | 1 |
Sage Investment Advisers LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Shorepoint Capital Partners LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
Unigestion Holding SA | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Providence First Trust Co | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2020 | Q2 2020 | 1 |
Advance Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Oak Grove Capital LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2019 | Q1 2019 | 1 |
Truvvo Partners LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 1 | 1 | 3.98% | 3.98% | 3.98% | Q4 2015 | Q4 2015 | 1 |
AKANTHOS CAPITAL MANAGEMENT LLC | 1 | 1 | 5.46% | 5.46% | 5.46% | Q1 2015 | Q1 2015 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Filament LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
Lionsbridge Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
HT Partners LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Sound View Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Smith Anglin Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Beaton Management Co. Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2020 | Q2 2020 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Boston Trust Walden Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q4 2013 | Q4 2013 | 1 |
Wealth Advisors of Tampa Bay, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2014 | Q4 2014 | 1 |
Brave Warrior Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Akre Capital Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DESCHAINE & COMPANY, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2014 | Q4 2014 | 1 |
LVM CAPITAL MANAGEMENT LTD/MI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Quadrature Capital Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
APPLETON PARTNERS INC/MA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
GMT CAPITAL CORP | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2018 | Q2 2018 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Braver Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Full Sail Capital, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Gruss & Co., LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q4 2021 | Q4 2021 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 1.19% | 1.19% | 1.19% | Q4 2013 | Q4 2013 | 1 |
AMBS INVESTMENT COUNSEL LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2017 | Q4 2017 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GLG Partners LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
Incline Global Management LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2016 | Q3 2016 | 1 |
SUN LIFE FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2021 | Q3 2021 | 1 |
Nine Chapters Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 3.75% | 3.75% | 3.75% | Q2 2023 | Q2 2023 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Telos Capital Management, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2014 | Q4 2014 | 1 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 1.94% | 1.94% | 1.94% | Q1 2017 | Q1 2017 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Olympiad Research LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Atwater Malick LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2023 | Q2 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2013 | Q4 2013 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Clean Yield Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Vilas Fund, LP | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2018 | Q4 2018 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own ENTERPRISE PRODS PARTNERS L or have owned ENTERPRISE PRODS PARTNERS L in the past.