Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.12% | 0.29% | Q1 2016 | Q4 2023 | 32 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.03% | 0.11% | Q1 2016 | Q3 2023 | 31 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 15 |
Cutler Group LLC / CA | 5 | 5 | 0.00% | 0.01% | 0.06% | Q3 2022 | Q3 2023 | 15 |
Citadel Advisors | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 15 |
Cubist Systematic Strategies, LLC | 5 | 5 | 0.01% | 0.03% | 0.16% | Q3 2022 | Q3 2023 | 14 |
WOLVERINE TRADING, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 14 |
MILLENNIUM MANAGEMENT LLC | 5 | 5 | 0.00% | 0.02% | 0.09% | Q3 2022 | Q3 2023 | 12 |
Walleye Trading LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 11 |
Parallax Volatility Advisers, L.P. | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2022 | Q3 2023 | 11 |
BOOTHBAY FUND MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.31% | 0.65% | Q3 2022 | Q3 2023 | 11 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 5 | 0.00% | 0.04% | 0.16% | Q3 2022 | Q3 2023 | 10 |
GOLDMAN SACHS GROUP INC | 5 | 5 | 0.00% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 10 |
PEAK6 Investments LLC | 3 | 1 | 0.00% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 10 |
WELLS FARGO & COMPANY/MN | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 10 |
UBS Group AG | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 9 |
Walleye Capital LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.02% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q4 2023 | 8 |
HighTower Advisors, LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 7 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 7 |
Canal Insurance CO | 5 | 5 | 0.02% | 1.41% | 2.10% | Q3 2022 | Q3 2023 | 7 |
Eversept Partners, LP | 5 | 5 | 5.34% | 8.31% | 10.84% | Q3 2022 | Q3 2023 | 7 |
TWO SIGMA SECURITIES, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 7 |
Versant Capital Management, Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2023 | 6 |
NewSquare Capital LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Valeo Financial Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Front Row Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Plante Moran Financial Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GoalVest Advisory LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
Wellington Shields & Co., LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Hexagon Capital Partners LLC | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 6 |
BALDWIN BROTHERS LLC/MA | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2023 | 6 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 6 | 6 | 0.49% | 0.62% | 0.99% | Q2 2022 | Q3 2023 | 6 |
Anson Funds Management LP | 6 | 6 | 0.10% | 0.32% | 0.50% | Q2 2022 | Q3 2023 | 6 |
Avior Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Guardian Wealth Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
CHELSEA COUNSEL CO | 6 | 6 | 0.51% | 0.58% | 0.82% | Q2 2022 | Q3 2023 | 6 |
AllSquare Wealth Management LLC | 6 | 6 | 0.05% | 0.06% | 0.10% | Q2 2022 | Q3 2023 | 6 |
VAN ECK ASSOCIATES CORP | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
CAPTRUST FINANCIAL ADVISORS | 6 | 6 | 0.17% | 0.21% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Parallel Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WATERS PARKERSON & CO., LLC | 6 | 6 | 0.04% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
JUNCTURE WEALTH STRATEGIES, LLC | 6 | 6 | 0.17% | 0.21% | 0.24% | Q3 2022 | Q4 2023 | 6 |
BARCLAYS PLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 6 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 6 | 6 | 0.30% | 0.38% | 0.61% | Q2 2022 | Q3 2023 | 6 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.02% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Point72 Asset Management, L.P. | 3 | 3 | 0.00% | 0.27% | 0.77% | Q3 2022 | Q1 2023 | 6 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 6 | 6 | 0.15% | 0.31% | 0.54% | Q2 2022 | Q3 2023 | 6 |
COZAD ASSET MANAGEMENT INC | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2022 | Q3 2023 | 6 |
MARSHALL WACE, LLP | 6 | 6 | 0.01% | 0.04% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Caption Management, LLC | 5 | 5 | 0.00% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 6 |
Wellington Shields Capital Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Green Alpha Advisors, LLC | 6 | 6 | 0.31% | 0.47% | 0.66% | Q3 2022 | Q4 2023 | 6 |
Advisory Services Network, LLC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Bartlett & Co. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
Nicholas Hoffman & Company, LLC. | 6 | 6 | 0.06% | 0.11% | 0.16% | Q2 2022 | Q3 2023 | 6 |
MERITAGE PORTFOLIO MANAGEMENT | 6 | 6 | 0.22% | 0.44% | 0.53% | Q2 2022 | Q3 2023 | 6 |
Stonebridge Capital Advisors LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Column Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
EverSource Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
M&R CAPITAL MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.03% | 0.10% | Q3 2022 | Q3 2023 | 6 |
EXCALIBUR MANAGEMENT CORP | 6 | 6 | 0.22% | 0.25% | 0.31% | Q2 2022 | Q3 2023 | 6 |
InterOcean Capital Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Beutel, Goodman & Co Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Schonfeld Strategic Advisors LLC | 5 | 5 | 0.07% | 0.12% | 0.20% | Q3 2022 | Q3 2023 | 5 |
US BANCORP \DE\ | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Cohen Investment Advisors LLC | 5 | 5 | 0.22% | 0.27% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Moors & Cabot, Inc. | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.38% | 0.39% | 0.40% | Q3 2022 | Q3 2023 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FIRST MANHATTAN CO. LLC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Vise Technologies, Inc. | 5 | 5 | 0.25% | 0.28% | 0.29% | Q3 2022 | Q3 2023 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
MCF Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Sowell Financial Services LLC | 5 | 5 | 0.03% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Ballew Advisors, Inc | 5 | 5 | 0.25% | 0.27% | 0.30% | Q3 2022 | Q3 2023 | 5 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Zions Bancorporation, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Engineers Gate Manager LP | 5 | 5 | 0.01% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
First Light Asset Management, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 5 | 0.08% | 0.09% | 0.09% | Q3 2022 | Q3 2023 | 5 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 5 | 5 | 1.60% | 1.66% | 1.79% | Q3 2022 | Q3 2023 | 5 |
Piscataqua Savings Bank | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Partners, LTD. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Freedom Investment Management, Inc. | 5 | 5 | 0.16% | 0.19% | 0.22% | Q3 2022 | Q3 2023 | 5 |
WFA Asset Management Corp | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GYL FINANCIAL SYNERGIES, LLC | 5 | 5 | 0.04% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Bank of New Hampshire | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MORGAN STANLEY | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Capstone Triton Financial Group, LLC | 5 | 5 | 0.27% | 0.31% | 0.38% | Q3 2022 | Q3 2023 | 5 |
J2 Capital Management Inc | 5 | 5 | 0.70% | 0.79% | 0.88% | Q3 2022 | Q3 2023 | 5 |
HALL LAURIE J TRUSTEE | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Ballentine Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Glenview Trust Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
WealthTrust Axiom LLC | 5 | 5 | 0.48% | 0.63% | 0.72% | Q3 2022 | Q3 2023 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Mine & Arao Wealth Creation & Management, LLC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BAILARD, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PNC FINANCIAL SERVICES GROUP, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Freestone Capital Holdings, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Miracle Mile Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TCTC Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Checchi Capital Advisers, LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Invesco Ltd. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Human Investing LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Greytown Advisors Inc. | 5 | 5 | 0.13% | 0.19% | 0.23% | Q3 2022 | Q3 2023 | 5 |
Lafayette Investments | 5 | 5 | 0.21% | 0.23% | 0.25% | Q3 2022 | Q3 2023 | 5 |
First Personal Financial Services | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FIRST COMMUNITY TRUST NA | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
BELLEVUE ASSET MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Highlander Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Boltwood Capital Management | 5 | 5 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q4 2023 | 5 |
Raymond James Financial Services Advisors, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Thomasville National Bank | 5 | 5 | 0.27% | 0.54% | 1.50% | Q3 2022 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ROYAL BANK OF CANADA | 5 | 5 | 0.02% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 5 |
JOHN G ULLMAN & ASSOCIATES INC | 5 | 5 | 0.40% | 0.58% | 1.17% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.11% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
First PREMIER Bank | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BOKF, NA | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Farmers & Merchants Trust Co of Chambersburg PA | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 5 | 0.04% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Mondrian Investment Partners LTD | 5 | 5 | 0.76% | 1.10% | 1.38% | Q3 2022 | Q3 2023 | 5 |
HARTFORD INVESTMENT MANAGEMENT CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DELTA ASSET MANAGEMENT LLC/TN | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
America First Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
1832 Asset Management L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AMG National Trust Bank | 5 | 5 | 0.07% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
D. SCOTT NEAL, INC. | 5 | 5 | 0.10% | 0.17% | 0.25% | Q3 2022 | Q3 2023 | 5 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
JOHNSON INVESTMENT COUNSEL INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STATE STREET CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AdvisorNet Financial, Inc | 5 | 5 | 0.06% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
TD Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Stephens Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CITY HOLDING CO | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
JFS WEALTH ADVISORS, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Prime Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Avion Wealth | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BANK OF AMERICA CORP /DE/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
CIBC WORLD MARKET INC. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Greystone Financial Group, LLC | 5 | 5 | 0.16% | 0.19% | 0.22% | Q3 2022 | Q3 2023 | 5 |
PROFUND ADVISORS LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Argent Trust Co | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
MEYER HANDELMAN CO | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
CVA Family Office, LLC | 5 | 5 | 0.00% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Asset Dedication, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Iron Horse Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Euro Pacific Asset Management, LLC | 5 | 5 | 1.71% | 1.79% | 1.97% | Q3 2022 | Q3 2023 | 5 |
Lido Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CLEAR STREET MARKETS LLC | 5 | 5 | 0.00% | 0.05% | 0.17% | Q3 2022 | Q3 2023 | 5 |
EPG Wealth Management LLC | 5 | 5 | 0.10% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Kovack Advisors, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
ASSETMARK, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TD Waterhouse Canada Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Tidal Investments LLC | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AMERICAN CENTURY COMPANIES INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
KANAWHA CAPITAL MANAGEMENT LLC | 5 | 5 | 0.08% | 0.09% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Snowden Capital Advisors LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Ipswich Investment Management Co., Inc. | 5 | 5 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2023 | 5 |
WASHINGTON CAPITAL MANAGEMENT, INC | 5 | 5 | 0.57% | 0.60% | 0.63% | Q3 2022 | Q3 2023 | 5 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 5 | 0.20% | 0.75% | 1.14% | Q3 2022 | Q3 2023 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LPL Financial LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Grantham, Mayo, Van Otterloo & Co. LLC | 5 | 5 | 0.03% | 0.15% | 0.36% | Q3 2022 | Q3 2023 | 5 |
Eagle Bay Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Bank of New York Mellon Corp | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HOEY INVESTMENTS, INC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Arete Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
GLENMEDE TRUST CO NA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Gleason Group, Inc. | 5 | 5 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Ativo Capital Management LLC | 5 | 5 | 0.91% | 1.02% | 1.10% | Q3 2022 | Q3 2023 | 5 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.09% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Crossmark Global Holdings, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
RITHOLTZ WEALTH MANAGEMENT | 5 | 5 | 0.07% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 5 |
KELLEHER FINANCIAL ADVISORS | 5 | 5 | 0.20% | 0.22% | 0.26% | Q3 2022 | Q3 2023 | 5 |
XML Financial, LLC | 5 | 5 | 0.13% | 0.14% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Realta Investment Advisors | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CREDIT AGRICOLE S A | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Jacobi Capital Management LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
CLIFFORD CAPITAL PARTNERS LLC | 5 | 5 | 2.55% | 2.79% | 2.96% | Q3 2022 | Q3 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CarsonAllaria Wealth Management, Ltd. | 5 | 5 | 0.04% | 0.13% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Pflug Koory, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 5 | 5 | 0.38% | 0.42% | 0.45% | Q3 2022 | Q3 2023 | 5 |
SIMPLEX TRADING, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STEPHENS INC /AR/ | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
JANE STREET GROUP, LLC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Independent Advisor Alliance | 5 | 5 | 0.00% | 0.04% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FIRST FINANCIAL CORP /IN/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PSI Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Fiduciary Group LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
EQUITY INVESTMENT CORP | 5 | 5 | 2.95% | 3.48% | 3.85% | Q3 2022 | Q3 2023 | 5 |
INGALLS & SNYDER LLC | 5 | 5 | 0.05% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
AMERIPRISE FINANCIAL INC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
IFG Advisory, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
JTC Employer Solutions Trustee Ltd | 5 | 5 | 23.02% | 43.70% | 54.05% | Q3 2022 | Q3 2023 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NORTHERN TRUST CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EVERMAY WEALTH MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Employees Retirement System of Texas | 5 | 5 | 0.11% | 0.13% | 0.16% | Q3 2022 | Q3 2023 | 5 |
SIGNATUREFD, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Financial Gravity Asset Management, Inc. | 5 | 5 | 0.00% | 0.08% | 0.16% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Avondale Wealth Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Caprock Group, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Gilman Hill Asset Management, LLC | 5 | 5 | 0.37% | 0.40% | 0.43% | Q3 2022 | Q3 2023 | 5 |
IMA Wealth, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gradient Investments LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cambridge Investment Research Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Neuberger Berman Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Magnetar Financial LLC | 5 | 5 | 0.53% | 1.10% | 1.50% | Q3 2022 | Q3 2023 | 5 |
Bridgewater Associates | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
YOUSIF CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.05% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Russell Investments Group, Ltd. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Missouri Trust & Investment Co | 5 | 5 | 0.01% | 0.08% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Wallace Capital Management Inc. | 5 | 5 | 0.46% | 0.49% | 0.52% | Q3 2022 | Q3 2023 | 5 |
OSAIC HOLDINGS, INC. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
COOK WEALTH MANAGEMENT GROUP LLC | 5 | 5 | 0.42% | 0.65% | 0.83% | Q3 2022 | Q3 2023 | 5 |
Mount Yale Investment Advisors, LLC | 5 | 5 | 0.03% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Balentine LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
American Assets Investment Management, LLC | 5 | 5 | 0.15% | 0.16% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Janney Montgomery Scott LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
KCS Wealth Advisory | 5 | 5 | 0.26% | 0.29% | 0.33% | Q3 2022 | Q3 2023 | 5 |
SYNOVUS FINANCIAL CORP | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
FINANCIAL COUNSELORS INC | 5 | 5 | 0.11% | 0.12% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Aull & Monroe Investment Management Corp | 5 | 5 | 0.22% | 0.23% | 0.24% | Q3 2022 | Q3 2023 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Foster Victor Wealth Advisors, LLC | 5 | 5 | 0.54% | 0.57% | 0.62% | Q3 2022 | Q3 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Holowesko Partners Ltd. | 5 | 5 | 0.80% | 0.86% | 0.97% | Q3 2022 | Q3 2023 | 5 |
Kingsview Wealth Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
LETKO, BROSSEAU & ASSOCIATES INC | 5 | 5 | 0.32% | 0.70% | 0.85% | Q3 2022 | Q3 2023 | 5 |
Qtron Investments LLC | 5 | 5 | 0.07% | 0.19% | 0.26% | Q3 2022 | Q3 2023 | 5 |
Bell Bank | 5 | 5 | 0.66% | 0.68% | 0.70% | Q3 2022 | Q3 2023 | 5 |
BONNESS ENTERPRISES INC | 5 | 5 | 0.83% | 0.85% | 0.88% | Q3 2022 | Q3 2023 | 5 |
PEOPLES FINANCIAL SERVICES CORP. | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Innova Wealth Partners | 5 | 5 | 0.36% | 0.38% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.20% | 0.22% | 0.25% | Q3 2022 | Q3 2023 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Boston Common Asset Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Robinson Value Management, Ltd. | 5 | 5 | 3.40% | 3.64% | 4.00% | Q3 2022 | Q3 2023 | 5 |
JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NorthCrest Asset Manangement, LLC | 5 | 5 | 0.48% | 0.55% | 0.65% | Q3 2022 | Q3 2023 | 5 |
Tradewinds Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FIDUCIARY TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Clean Yield Group | 5 | 5 | 2.70% | 3.00% | 3.46% | Q3 2022 | Q3 2023 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.01% | 0.04% | 0.09% | Q3 2022 | Q3 2023 | 5 |
HHM Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Martin Investment Management, LLC | 5 | 5 | 0.15% | 0.19% | 0.28% | Q3 2022 | Q3 2023 | 5 |
SIGNET FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
U.S. Capital Wealth Advisors, LLC | 5 | 5 | 0.27% | 0.31% | 0.36% | Q3 2022 | Q3 2023 | 5 |
M&T BANK CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
First Trust Direct Indexing L.P. | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
HM PAYSON & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PRUDENTIAL FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WOLFF WIESE MAGANA LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ROTHSCHILD INVESTMENT LLC /IL | 5 | 5 | 0.06% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
PLIMOTH TRUST CO LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Barry Investment Advisors, LLC | 5 | 5 | 0.14% | 0.22% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.08% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
PRICE T ROWE ASSOCIATES INC /MD/ | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Principle Wealth Partners LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
CKW FINANCIAL GROUP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Investors Research Corp | 5 | 5 | 0.12% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
CITIGROUP INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
GREENLEAF TRUST | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Sunbelt Securities, Inc. | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
BRANDES INVESTMENT PARTNERS, LP | 5 | 5 | 0.02% | 0.38% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Mirador Capital Partners LP | 5 | 5 | 0.09% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Busey Bank | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Capital Research Global Investors | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Bell Investment Advisors, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Prestige Wealth Management Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Estabrook Capital Management | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
GREENWOOD CAPITAL ASSOCIATES LLC | 5 | 5 | 0.26% | 0.29% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Private Advisor Group, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Brandywine Global Investment Management, LLC | 5 | 5 | 0.34% | 0.41% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Resurgent Financial Advisors LLC | 5 | 5 | 0.04% | 0.06% | 0.14% | Q3 2022 | Q3 2023 | 5 |
BLB&B Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Altrius Capital Management Inc | 5 | 5 | 1.90% | 1.93% | 1.95% | Q3 2022 | Q3 2023 | 5 |
SITTNER & NELSON, LLC | 5 | 5 | 0.11% | 0.19% | 0.25% | Q3 2022 | Q3 2023 | 5 |
FMR LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
SCOTIA CAPITAL INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NORWOOD FINANCIAL CORP | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Fisher Asset Management, LLC | 5 | 5 | 0.27% | 0.28% | 0.30% | Q3 2022 | Q3 2023 | 5 |
Stockman Wealth Management, Inc. | 5 | 5 | 1.21% | 1.33% | 1.48% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
TSFG, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
GW&K Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Vanguard Personalized Indexing Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Renaissance Technologies | 5 | 5 | 0.16% | 0.25% | 0.39% | Q3 2022 | Q3 2023 | 5 |
Clearstead Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
UBS OCONNOR LLC | 3 | 1 | 0.01% | 0.11% | 0.19% | Q3 2022 | Q3 2023 | 5 |
PRIMECAP MANAGEMENT CO/CA/ | 5 | 5 | 0.01% | 0.23% | 0.37% | Q3 2022 | Q3 2023 | 5 |
TOMPKINS FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
LAZARD ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Saturna Capital CORP | 5 | 5 | 0.02% | 0.04% | 0.14% | Q3 2022 | Q3 2023 | 5 |
MONTAG A & ASSOCIATES INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Hillman Capital Management, Inc. | 5 | 5 | 2.95% | 3.13% | 3.28% | Q3 2022 | Q3 2023 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.04% | 0.05% | 0.09% | Q3 2022 | Q3 2023 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Camber Capital Management LP | 5 | 5 | 2.25% | 3.99% | 5.03% | Q3 2022 | Q3 2023 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.08% | 0.21% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 5 |
CWM, LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LSV ASSET MANAGEMENT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
SALEM INVESTMENT COUNSELORS INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cohen Klingenstein LLC | 5 | 5 | 0.22% | 0.24% | 0.26% | Q3 2022 | Q3 2023 | 5 |
New England Research & Management, Inc. | 5 | 5 | 0.43% | 0.45% | 0.48% | Q3 2022 | Q3 2023 | 5 |
Roble, Belko & Company, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WELLINGTON MANAGEMENT GROUP LLP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Centerpoint Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Lee Financial Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.25% | 1.00% | 1.62% | Q3 2022 | Q3 2023 | 5 |
JACOBS & CO/CA | 5 | 5 | 0.66% | 0.69% | 0.74% | Q3 2022 | Q3 2023 | 5 |
Prospera Financial Services Inc | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES TRUST N.A. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Signature Wealth Management Partners, LLC | 5 | 5 | 0.24% | 0.25% | 0.27% | Q3 2022 | Q3 2023 | 5 |
CWA Asset Management Group, LLC | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Halpern Financial, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 5 |
First City Capital Management, Inc. | 5 | 5 | 0.39% | 0.47% | 0.52% | Q3 2022 | Q3 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FARMERS TRUST CO | 5 | 5 | 0.07% | 0.20% | 0.70% | Q3 2022 | Q3 2023 | 5 |
JNBA Financial Advisors | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PINNACLE ASSOCIATES LTD | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Thrive Wealth Management, LLC | 5 | 5 | 0.10% | 0.11% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.08% | 0.11% | 0.14% | Q3 2022 | Q3 2023 | 5 |
North Star Investment Management Corp. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Beacon Pointe Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Western Pacific Wealth Management, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisors LLC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Westside Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 5 | 5 | 0.34% | 0.45% | 0.69% | Q3 2022 | Q3 2023 | 5 |
Chicago Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AUXIER ASSET MANAGEMENT | 5 | 5 | 0.20% | 0.21% | 0.22% | Q3 2022 | Q3 2023 | 5 |
Cadence Bank | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
WEDBUSH SECURITIES INC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
O'ROURKE & COMPANY, Inc | 5 | 5 | 0.61% | 0.69% | 0.76% | Q3 2022 | Q3 2023 | 5 |
Brookstone Capital Management | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Mutual Advisors, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ellevest, Inc. | 5 | 5 | 0.02% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
KENFARB & CO. | 5 | 5 | 0.26% | 0.29% | 0.31% | Q3 2022 | Q3 2023 | 5 |
Hoese & Co LLP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Tower Research Capital LLC (TRC) | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FRED ALGER MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CENTRAL TRUST Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DIMENSIONAL FUND ADVISORS LP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Sandy Spring Bank | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WINTRUST INVESTMENTS LLC | 5 | 5 | 0.05% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Traverso Chambers Private Wealth Management, LLC | 5 | 5 | 0.14% | 0.16% | 0.16% | Q3 2022 | Q3 2023 | 5 |
CreativeOne Wealth, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
SeaCrest Wealth Management, LLC | 5 | 5 | 0.12% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
AIMZ Investment Advisors, LLC | 5 | 5 | 1.00% | 1.05% | 1.09% | Q3 2022 | Q3 2023 | 5 |
Ariel Investments | 5 | 5 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
S.A. Mason LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
HOHIMER WEALTH MANAGEMENT, LLC | 5 | 5 | 0.15% | 0.51% | 0.67% | Q3 2022 | Q3 2023 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Douglas Lane & Associates, LLC | 5 | 5 | 0.86% | 1.21% | 1.41% | Q3 2022 | Q3 2023 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Triumph Capital Management | 5 | 5 | 0.21% | 0.25% | 0.35% | Q3 2022 | Q3 2023 | 5 |
OLD SECOND NATIONAL BANK OF AURORA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Haverford Trust Co | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Blume Capital Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Manchester Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HAZLETT, BURT & WATSON, INC. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
COMMERCE BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
BESSEMER GROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Coston, McIsaac & Partners | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Pacer Advisors, Inc. | 5 | 5 | 0.06% | 0.10% | 0.16% | Q3 2022 | Q3 2023 | 5 |
B. Metzler seel. Sohn & Co. AG | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Canal Capital Management, LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Range Financial Group LLC | 5 | 5 | 0.23% | 0.25% | 0.27% | Q3 2022 | Q3 2023 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
HUNTINGTON NATIONAL BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
TRUST CO OF VERMONT | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Y-Intercept (Hong Kong) Ltd | 5 | 5 | 0.11% | 0.24% | 0.37% | Q3 2022 | Q3 2023 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Johnson Midwest Financial, LLC | 5 | 5 | 0.04% | 0.34% | 0.73% | Q3 2022 | Q3 2023 | 5 |
ClearBridge Investments | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Aristotle Capital Management, LLC | 5 | 5 | 0.09% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Sigma Planning Corp | 5 | 5 | 0.06% | 0.08% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Ancora Advisors LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EMFO, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Royal Fund Management, LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
EP Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
GABELLI FUNDS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Advisors Asset Management, Inc. | 5 | 5 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Clark Capital Management Group, Inc. | 5 | 5 | 0.32% | 0.37% | 0.43% | Q3 2022 | Q3 2023 | 5 |
DODGE & COX | 5 | 5 | 1.31% | 1.58% | 1.69% | Q3 2022 | Q3 2023 | 5 |
AlphaCentric Advisors LLC | 5 | 5 | 0.99% | 1.64% | 2.12% | Q3 2022 | Q3 2023 | 5 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Founders Financial Alliance, LLC | 5 | 5 | 0.12% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
NICHOLAS COMPANY, INC. | 5 | 5 | 0.08% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
WHITTIER TRUST CO OF NEVADA INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Focused Wealth Management, Inc | 5 | 5 | 0.16% | 0.18% | 0.19% | Q3 2022 | Q3 2023 | 5 |
MACQUARIE GROUP LTD | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
ARMISTICE CAPITAL, LLC | 5 | 5 | 0.16% | 1.14% | 1.87% | Q3 2022 | Q3 2023 | 5 |
BLAIR WILLIAM & CO/IL | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EVERETT HARRIS & CO /CA/ | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.05% | 0.07% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Herold Advisors, Inc. | 5 | 5 | 0.11% | 0.19% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Glassman Wealth Services | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cardinal Capital Management | 5 | 5 | 0.21% | 0.35% | 0.56% | Q3 2022 | Q3 2023 | 5 |
TORONTO DOMINION BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Creative Planning | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ethic Inc. | 5 | 5 | 0.10% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
FIFTH THIRD BANCORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BOK Financial Private Wealth, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Huber Capital Management LLC | 5 | 5 | 0.21% | 0.49% | 0.67% | Q3 2022 | Q3 2023 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SOA Wealth Advisors, LLC. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
West Branch Capital LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ledyard National Bank | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Roberts Wealth Advisors, LLC | 5 | 5 | 0.95% | 1.04% | 1.14% | Q3 2022 | Q3 2023 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Citizens National Bank Trust Department | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Naviter Wealth, LLC | 5 | 5 | 0.30% | 0.33% | 0.37% | Q3 2022 | Q3 2023 | 5 |
PHILADELPHIA TRUST CO | 5 | 5 | 0.24% | 0.25% | 0.27% | Q3 2022 | Q3 2023 | 5 |
CULLEN/FROST BANKERS, INC. | 5 | 5 | 0.04% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
NAPLES GLOBAL ADVISORS, LLC | 5 | 5 | 0.17% | 0.20% | 0.22% | Q3 2022 | Q3 2023 | 5 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.07% | 0.11% | 0.20% | Q3 2022 | Q3 2023 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
GUGGENHEIM CAPITAL LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BlackRock Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Archer Investment Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ballast, Inc. | 5 | 5 | 0.10% | 0.26% | 0.32% | Q3 2022 | Q3 2023 | 5 |
Leisure Capital Management | 5 | 5 | 0.38% | 0.47% | 0.52% | Q3 2022 | Q3 2023 | 5 |
NewEdge Wealth, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Csenge Advisory Group | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MISSION WEALTH MANAGEMENT, LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Alan B Lancz & Associates, Inc. | 4 | 4 | 0.36% | 0.43% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Hills Bank & Trust Co | 4 | 4 | 0.04% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
LOGAN CAPITAL MANAGEMENT INC | 4 | 4 | 0.02% | 0.08% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Visionary Wealth Advisors | 4 | 4 | 0.02% | 0.20% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Trust Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Choate Investment Advisors | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Great Lakes Retirement, Inc. | 4 | 4 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Retirement Planning Co of New England, Inc. | 4 | 4 | 0.34% | 0.37% | 0.40% | Q3 2022 | Q2 2023 | 4 |
Bard Financial Services, Inc. | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
JARISLOWSKY, FRASER Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.05% | 0.16% | Q2 2023 | Q3 2023 | 4 |
OmniStar Financial Group, Inc. | 4 | 4 | 0.67% | 0.83% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Wealth Alliance Advisory Group, LLC | 4 | 4 | 0.12% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Concord Wealth Partners | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2010 | Q3 2023 | 4 |
Stiles Financial Services Inc | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Bigelow Investment Advisors, LLC | 4 | 4 | 0.15% | 0.16% | 0.16% | Q3 2022 | Q2 2023 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Knott David M Jr | 4 | 4 | 0.80% | 0.88% | 0.92% | Q4 2022 | Q3 2023 | 4 |
LMR Partners LLP | 4 | 4 | 0.00% | 0.07% | 0.19% | Q3 2022 | Q2 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Family Legacy, Inc. | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
NICOLET BANKSHARES INC | 4 | 4 | 0.11% | 0.19% | 0.28% | Q4 2022 | Q3 2023 | 4 |
MinichMacGregor Wealth Management, LLC | 4 | 4 | 0.00% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Cravens & Co Advisors, LLC | 4 | 4 | 0.31% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
SEVEN EIGHT CAPITAL, LP | 2 | 2 | 0.13% | 0.24% | 0.30% | Q3 2022 | Q3 2023 | 4 |
Tekla Capital Management LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q2 2023 | 4 |
J.W. COLE ADVISORS, INC. | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
MGO ONE SEVEN LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
SouthState Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.37% | 0.44% | 0.49% | Q4 2022 | Q3 2023 | 4 |
NOMURA HOLDINGS INC | 4 | 4 | 0.01% | 0.15% | 0.30% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 4 |
INTRUST BANK NA | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Twin Lakes Capital Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
BRADLEY FOSTER & SARGENT INC/CT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.27% | 0.29% | 0.29% | Q4 2022 | Q3 2023 | 4 |
ADVISORS MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.86% | 0.90% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Keystone Financial Planning, Inc. | 4 | 4 | 0.59% | 1.88% | 3.18% | Q4 2022 | Q3 2023 | 4 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.03% | 0.05% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Keystone Financial Group | 2 | 2 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 4 |
Savant Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Kooman & Associates | 4 | 4 | 0.11% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
United Bank | 4 | 4 | 0.43% | 0.52% | 0.58% | Q4 2022 | Q3 2023 | 4 |
BerganKDV Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Hendershot Investments Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Morningstar Investment Services LLC | 4 | 4 | 0.00% | 0.15% | 0.53% | Q4 2022 | Q3 2023 | 4 |
D. E. Shaw & Co., Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
FORA Capital, LLC | 3 | 1 | 0.02% | 0.20% | 0.46% | Q3 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.23% | 0.25% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Hudson Portfolio Management LLC | 4 | 4 | 0.86% | 0.88% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Compagnie Lombard Odier SCmA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
KG&L Capital Management,LLC | 4 | 4 | 0.86% | 0.91% | 0.99% | Q4 2022 | Q3 2023 | 4 |
TILIA FIDUCIARY PARTNERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Rathbones Group PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Simmons Bank | 4 | 4 | 0.32% | 0.39% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Winch Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Truvestments Capital LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.10% | 0.17% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Pacific Center for Financial Services | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Powers Advisory Group, LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
FULTON BANK, N.A. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 4 |
VAUGHAN & Co SECURITIES, INC. | 4 | 4 | 0.44% | 0.51% | 0.67% | Q4 2022 | Q3 2023 | 4 |
WEBSTER BANK, N. A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Worth Venture Partners, LLC | 4 | 4 | 0.32% | 0.57% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Strategic Global Advisors, LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q3 2022 | Q2 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HAP Trading, LLC | 2 | 2 | 0.01% | 0.05% | 0.12% | Q3 2022 | Q4 2022 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Meridian Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Tweedy, Browne Co LLC | 4 | 4 | 0.25% | 0.26% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 4 |
Independence Bank of Kentucky | 4 | 4 | 0.22% | 0.30% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ANCHOR CAPITAL ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.01% | 0.09% | 0.14% | Q3 2022 | Q3 2023 | 4 |
GODSEY & GIBB, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SPX Gestao de Recursos Ltda | 4 | 4 | 0.23% | 0.40% | 0.52% | Q3 2022 | Q2 2023 | 4 |
Ridgewood Investments LLC | 4 | 4 | 0.66% | 0.74% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Stonegate Investment Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.16% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 4 |
Dorsey & Whitney Trust CO LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Enterprise Bank & Trust Co | 4 | 4 | 0.30% | 0.33% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Aaron Wealth Advisors LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
STOCK YARDS BANK & TRUST CO | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Solidarity Wealth, LLC | 3 | 1 | 0.08% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 4 |
GW HENSSLER & ASSOCIATES LTD | 4 | 4 | 0.34% | 1.27% | 2.02% | Q4 2022 | Q3 2023 | 4 |
CNB Bank | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
DGS Capital Management, LLC | 4 | 4 | 0.22% | 0.39% | 0.55% | Q2 2022 | Q1 2023 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Cladis Investment Advisory, LLC | 4 | 4 | 0.22% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Integrated Advisors Network LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Holocene Advisors, LP | 3 | 3 | 0.21% | 0.42% | 0.80% | Q1 2023 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
BAR HARBOR WEALTH MANAGEMENT | 4 | 4 | 0.18% | 0.19% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Pinnacle Bancorp, Inc. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Rise Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
NBT BANK N A /NY | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
FNY Investment Advisers, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MOODY NATIONAL BANK TRUST DIVISION | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 4 |
Kistler-Tiffany Companies, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q2 2023 | 4 |
Orion Portfolio Solutions, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Balboa Wealth Partners | 4 | 4 | 0.08% | 0.11% | 0.14% | Q3 2022 | Q2 2023 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.08% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.13% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.13% | 0.28% | Q4 2022 | Q3 2023 | 4 |
TimeScale Financial, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Weiss Multi-Strategy Advisers LLC | 3 | 3 | 0.00% | 0.09% | 0.16% | Q4 2022 | Q2 2023 | 4 |
Perigon Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CoreFirst Bank & Trust | 4 | 4 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
City State Bank | 4 | 4 | 0.13% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Tradewinds, LLC. | 4 | 4 | 0.12% | 0.17% | 0.30% | Q4 2022 | Q3 2023 | 4 |
LINCLUDEN MANAGEMENT LTD | 4 | 4 | 0.69% | 0.71% | 0.74% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Royal Capital Wealth Management, LLC | 4 | 4 | 0.19% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Clarius Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Brookfield Asset Management | 4 | 4 | 0.00% | 0.05% | 0.09% | Q3 2022 | Q2 2023 | 4 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Squarepoint Ops LLC | 4 | 4 | 0.00% | 0.02% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Endurance Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
FIRST HAWAIIAN BANK | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Verition Fund Management LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Tempus Wealth Planning, LLC | 4 | 4 | 0.10% | 0.24% | 0.41% | Q4 2022 | Q3 2023 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PFG Advisors | 4 | 4 | 0.03% | 0.05% | 0.07% | Q3 2022 | Q2 2023 | 4 |
WELCH & FORBES LLC | 4 | 4 | 0.29% | 0.31% | 0.33% | Q4 2022 | Q3 2023 | 4 |
CITIZENS & NORTHERN CORP | 4 | 4 | 0.56% | 0.58% | 0.60% | Q4 2022 | Q3 2023 | 4 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.22% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.52% | 0.72% | 0.82% | Q4 2022 | Q3 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.24% | 0.29% | 0.35% | Q4 2022 | Q3 2023 | 4 |
HSBC HOLDINGS PLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Callodine Capital Management, LP | 4 | 4 | 2.20% | 4.08% | 4.80% | Q4 2022 | Q3 2023 | 4 |
First Command Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Bangor Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Israel Discount Bank of New York | 4 | 4 | 0.37% | 0.41% | 0.46% | Q4 2022 | Q3 2023 | 4 |
BSW Wealth Partners | 4 | 4 | 0.05% | 0.05% | 0.07% | Q3 2022 | Q2 2023 | 4 |
CREDIT SUISSE AG/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
KB FINANCIAL PARTNERS, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q3 2022 | Q1 2023 | 3 |
Bayesian Capital Management, LP | 2 | 1 | 0.04% | 0.16% | 0.31% | Q3 2022 | Q2 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
KLINGENSTEIN FIELDS & CO LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Lauer Wealth, LLC | 3 | 3 | 0.31% | 0.39% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Intrua Financial, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q3 2022 | Q1 2023 | 3 |
ELCO Management Co., LLC | 3 | 3 | 0.28% | 0.31% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Long Run Wealth Advisors, LLC | 3 | 3 | 0.76% | 0.79% | 0.84% | Q1 2023 | Q3 2023 | 3 |
Avantax Planning Partners, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Smithfield Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Symphony Financial, Ltd. Co. | 3 | 3 | 0.06% | 0.15% | 0.20% | Q4 2022 | Q2 2023 | 3 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Baystate Wealth Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Kynam Capital Management, LP | 3 | 3 | 2.29% | 2.70% | 3.10% | Q3 2022 | Q1 2023 | 3 |
KEATING INVESTMENT COUNSELORS INC | 3 | 3 | 1.86% | 2.60% | 3.23% | Q2 2022 | Q4 2022 | 3 |
Financial Connections Group, Inc. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Community Bank, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
TWO SIGMA ADVISERS, LP | 3 | 3 | 0.02% | 0.20% | 0.38% | Q3 2022 | Q1 2023 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 3 |
Fortress Wealth Group, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2023 | Q3 2023 | 3 |
First Eagle Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Elevated Capital Advisors, LLC | 3 | 3 | 0.44% | 0.47% | 0.49% | Q4 2022 | Q2 2023 | 3 |
Old Port Advisors | 2 | 1 | 0.80% | 0.84% | 0.86% | Q4 2022 | Q3 2023 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
TCI Wealth Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Schubert & Co | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
MAI Capital Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Antonetti Capital Management LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Shay Capital LLC | 2 | 2 | 0.11% | 0.79% | 1.28% | Q4 2022 | Q1 2023 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.09% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 3 |
M Holdings Securities, Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
FDx Advisors, Inc. | 2 | 1 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 3 |
NVWM, LLC | 3 | 3 | 0.14% | 0.14% | 0.15% | Q3 2022 | Q1 2023 | 3 |
NWAM LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
GROUP ONE TRADING, L.P. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.14% | 0.15% | 0.15% | Q3 2022 | Q2 2023 | 3 |
Dakota Wealth Management | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
GUARDIAN CAPITAL ADVISORS LP | 3 | 3 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q1 2023 | 3 |
Cyndeo Wealth Partners, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CANTOR FITZGERALD, L. P. | 3 | 3 | 0.01% | 0.10% | 0.20% | Q1 2023 | Q3 2023 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q4 2022 | Q2 2023 | 3 |
KLR INVESTMENT ADVISORS, LLC | 3 | 3 | 0.42% | 0.43% | 0.45% | Q1 2023 | Q3 2023 | 3 |
LEUTHOLD GROUP, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Jefferies Group LLC | 1 | 1 | 0.01% | 0.05% | 0.07% | Q3 2022 | Q3 2022 | 3 |
Truadvice, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
CALTON & ASSOCIATES, INC. | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q2 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.23% | 0.30% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Harvest Fund Management Co., Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Penserra Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Zullo Investment Group, Inc. | 3 | 3 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q4 2022 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Y.D. More Investments Ltd | 3 | 3 | 0.00% | 0.03% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Foundations Investment Advisors, LLC | 2 | 1 | 0.01% | 0.04% | 0.09% | Q3 2022 | Q3 2023 | 3 |
Hilltop Holdings Inc. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Accel Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
ETF MANAGERS GROUP, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 3 |
APG Asset Management N.V. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Financial Management Professionals, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Abundance Wealth Counselors | 3 | 3 | 0.14% | 0.20% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Qube Research & Technologies Ltd | 3 | 3 | 0.00% | 0.05% | 0.14% | Q3 2022 | Q1 2023 | 3 |
Marshall Financial Group LLC | 3 | 3 | 0.35% | 0.45% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Old North State Trust, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q1 2023 | 3 |
Owl Creek Asset Management, L.P. | 3 | 3 | 0.14% | 0.38% | 0.52% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
True North Advisors, LLC | 3 | 3 | 0.14% | 0.18% | 0.22% | Q3 2022 | Q1 2023 | 3 |
Raleigh Capital Management Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
TOWER BRIDGE ADVISORS | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 3 |
Pinnacle Wealth Planning Services, Inc. | 2 | 1 | 0.03% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 3 |
Cornerstone Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
First National Bank of South Miami | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.09% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Summit Global Investments | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.09% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Leucadia National | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Quantbot Technologies LP | 2 | 1 | 0.08% | 0.13% | 0.20% | Q3 2022 | Q2 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 3 | 3 | 0.06% | 0.13% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Sio Capital Management, LLC | 2 | 1 | 4.35% | 5.82% | 7.39% | Q3 2022 | Q3 2023 | 3 |
Stamos Capital Partners, L.P. | 2 | 1 | 0.51% | 0.71% | 0.84% | Q3 2022 | Q3 2023 | 3 |
CLOVERFIELDS CAPITAL GROUP, LP | 3 | 3 | 0.06% | 0.22% | 0.35% | Q1 2023 | Q3 2023 | 3 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
ADVISORY RESEARCH INC | 3 | 3 | 0.05% | 0.24% | 0.63% | Q1 2023 | Q3 2023 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.06% | 0.13% | 0.19% | Q1 2023 | Q3 2023 | 3 |
Campbell & CO Investment Adviser LLC | 2 | 1 | 0.16% | 0.55% | 1.30% | Q3 2022 | Q2 2023 | 3 |
Burleson & Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Gitterman Wealth Management, LLC | 2 | 2 | 0.13% | 0.18% | 0.23% | Q3 2022 | Q4 2022 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MRA Advisory Group | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Onex Canada Asset Management Inc. | 2 | 2 | 0.24% | 0.34% | 0.44% | Q2 2023 | Q3 2023 | 2 |
GAMBLE JONES INVESTMENT COUNSEL | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
WILLNER & HELLER, LLC | 2 | 2 | 0.86% | 0.88% | 0.90% | Q3 2022 | Q4 2022 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
PROVIDENT TRUST CO | 2 | 2 | 1.47% | 1.75% | 2.03% | Q2 2023 | Q3 2023 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TWO SIGMA INVESTMENTS, LP | 2 | 2 | 0.06% | 0.39% | 0.71% | Q3 2022 | Q4 2022 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
GM Advisory Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
ICON ADVISERS INC/CO | 2 | 2 | 0.58% | 0.58% | 0.59% | Q2 2023 | Q3 2023 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SkyView Investment Advisors, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
Susquehanna International Group Ltd. | 2 | 2 | 0.10% | 0.76% | 1.41% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
XTX Topco Ltd | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
COMERICA BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
NIA IMPACT ADVISORS, LLC | 2 | 2 | 0.15% | 0.18% | 0.22% | Q3 2022 | Q4 2022 | 2 |
Americana Partners, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SAL Trading, LLC | 1 | 1 | 0.28% | 0.32% | 0.36% | Q3 2022 | Q3 2023 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Consolidated Planning Corp | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Patriot Financial Group Insurance Agency, LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q2 2022 | Q3 2023 | 2 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
AUA CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
Boothe Investment Group, Inc. | 2 | 2 | 0.36% | 0.49% | 0.63% | Q3 2022 | Q4 2022 | 2 |
First Affirmative Financial Network | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2023 | Q4 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q2 2022 | Q2 2023 | 2 |
Atria Investments, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Investment Research & Advisory Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
J. Goldman & Co LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 2 |
SG Americas Securities, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CAMBIAR INVESTORS LLC | 2 | 2 | 0.32% | 0.51% | 0.69% | Q2 2023 | Q3 2023 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.14% | 0.26% | Q3 2022 | Q1 2023 | 2 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 2 | 2 | 1.19% | 1.22% | 1.26% | Q4 2022 | Q1 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Virtu Financial LLC | 2 | 2 | 0.04% | 0.13% | 0.23% | Q3 2022 | Q4 2022 | 2 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 2 |
London & Capital Asset Management Ltd | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Byrne Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Harrison & Co Wealth Management, LLC | 2 | 2 | 0.54% | 0.63% | 0.73% | Q3 2022 | Q4 2022 | 2 |
Pine Valley Investments Ltd Liability Co | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Norway Savings Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Vontobel Holding Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ZEVIN ASSET MANAGEMENT LLC | 2 | 2 | 0.37% | 0.53% | 0.69% | Q2 2022 | Q3 2022 | 2 |
Banco de Sabadell, S.A | 2 | 2 | 0.18% | 0.20% | 0.22% | Q3 2022 | Q4 2022 | 2 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.30% | 0.33% | 0.37% | Q3 2023 | Q4 2023 | 2 |
Ergoteles LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q4 2022 | 2 |
FEDERATED HERMES, INC. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SIENA CAPITAL LLC | 2 | 2 | 0.83% | 1.08% | 1.33% | Q2 2022 | Q3 2022 | 2 |
Northeast Financial Consultants Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Institute for Wealth Management, LLC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
OAK ASSOCIATES LTD /OH/ | 2 | 2 | 0.31% | 0.42% | 0.53% | Q2 2022 | Q3 2022 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Gyon Technologies Capital Management, LP | 2 | 2 | 0.06% | 0.10% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Cerro Pacific Wealth Advisors LLC | 2 | 2 | 0.18% | 0.23% | 0.28% | Q4 2022 | Q1 2023 | 2 |
FIRST NATIONAL BANK OF OMAHA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
CLEAR STREET LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2022 | Q3 2022 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.02% | 0.11% | 0.20% | Q3 2022 | Q3 2023 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.64% | 0.66% | 0.69% | Q2 2023 | Q3 2023 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Affinity Asset Advisors, LLC | 1 | 1 | 0.62% | 0.76% | 0.90% | Q3 2022 | Q3 2022 | 2 |
Personal Capital Advisors Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
GAMCO INVESTORS, INC. ET AL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q4 2022 | 2 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.13% | 0.16% | 0.19% | Q1 2023 | Q3 2023 | 2 |
YHB Investment Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Hanson & Doremus Investment Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.01% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q4 2022 | 2 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.69% | 1.38% | Q4 2022 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q2 2023 | Q3 2023 | 2 |
Newbridge Financial Services Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
TIAA, FSB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.08% | 0.11% | 0.15% | Q3 2022 | Q2 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SPHERA FUNDS MANAGEMENT LTD. | 2 | 2 | 0.56% | 0.61% | 0.66% | Q2 2023 | Q3 2023 | 2 |
Alhambra Investment Management LLC | 2 | 2 | 0.35% | 0.36% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q4 2022 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Verdence Capital Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.03% | 0.16% | 0.30% | Q4 2022 | Q3 2023 | 2 |
Probity Advisors, Inc. | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
TCW GROUP INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Citizens Business Bank | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q4 2022 | 2 |
NORGES BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 2 |
Quantitative Investment Management, LLC | 1 | 1 | 0.19% | 0.24% | 0.28% | Q1 2023 | Q3 2023 | 2 |
BOSTON FINANCIAL MANGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Gibson Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FCA CORP /TX | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Integral Health Asset Management, LLC | 1 | 1 | 1.54% | 1.54% | 1.54% | Q2 2023 | Q2 2023 | 1 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2022 | Q2 2022 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Mork Capital Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2022 | Q3 2022 | 1 |
B&D White Capital Company, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Foresight Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Bollard Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2023 | Q2 2023 | 1 |
Castleview Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Exeter Financial, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Hudock, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Alliance Wealth Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Standard Family Office LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MARIETTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Capital International Investors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
NTV ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ARVEST TRUST CO N A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SAGE RHINO CAPITAL LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q3 2023 | Q3 2023 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KEMPNER CAPITAL MANAGEMENT INC. | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2023 | Q3 2023 | 1 |
Connor, Clark & Lunn Investment Management Ltd. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
BANK OF NOVA SCOTIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Congress Park Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
Five Oceans Advisors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2023 | Q2 2023 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ally Bridge Group (NY) LLC | 1 | 1 | 4.96% | 4.96% | 4.96% | Q3 2022 | Q3 2022 | 1 |
Bridgefront Capital, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
NKCFO LLC | 1 | 1 | 2.97% | 2.97% | 2.97% | Q3 2022 | Q3 2022 | 1 |
CPWM, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
C M BIDWELL & ASSOCIATES LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
American Portfolios Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Goodman Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
MKT Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2022 | Q3 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bray Capital Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Callahan Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
TRUST CO OF TOLEDO NA /OH/ | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Taika Capital, LP | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2022 | Q4 2022 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Yelin Lapidot Holdings Management Ltd. | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
Beck Bode, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
Soleus Capital Management, L.P. | 1 | 1 | 3.15% | 3.15% | 3.15% | Q3 2023 | Q3 2023 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Triasima Portfolio Management inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Hotaling Investment Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SILVERARC CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q4 2022 | Q4 2022 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Foundry Partners, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
American Research & Management Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2022 | Q3 2022 | 1 |
ProVise Management Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
P.A.W. CAPITAL CORP | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Marks Group Wealth Management, Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Monaco Asset Management SAM | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2022 | Q3 2022 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FLC Capital Advisors | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Covenant Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Susquehanna International Securities, Ltd. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Nordwand Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Essex Financial Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Quantamental Technologies LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
HealthInvest Partners AB | 1 | 1 | 10.18% | 10.18% | 10.18% | Q4 2022 | Q4 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
COWA, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MUFG Americas Holdings Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
FLOW TRADERS U.S. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
SEVEN MILE ADVISORY | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
New Hampshire Trust | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
This page lists all the filers that currently own GSK PLC or have owned GSK PLC in the past.