Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 15 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 13 |
CITIGROUP INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 7 |
BALDWIN BROTHERS LLC/MA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
Anchor Investment Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
Bartlett & Co. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2023 | 6 |
OPTIMUM INVESTMENT ADVISORS | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2023 | 6 |
GOLDMAN SACHS GROUP INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 6 |
Busey Bank | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BOKF, NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Tortoise Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | 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 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Tradition Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
TOMPKINS FINANCIAL CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Raymond James Financial Services Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TOTH FINANCIAL ADVISORY CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MONTAG A & ASSOCIATES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FMR LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Lafayette Investments | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
NORWOOD FINANCIAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Fisher Asset Management, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Banco Santander, S.A. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Investors Research Corp | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
MGO ONE SEVEN LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Farmers & Merchants Trust Co of Chambersburg PA | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 5 | 0.02% | 0.18% | 0.44% | Q3 2022 | Q3 2023 | 5 |
EQUITY INVESTMENT CORP | 5 | 5 | 0.77% | 0.98% | 1.06% | Q3 2022 | Q3 2023 | 5 |
Ironwood Financial, llc | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Janney Montgomery Scott LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WHITTIER TRUST CO OF NEVADA INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
LAKE STREET ADVISORS GROUP, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Focused Wealth Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Lindbrook Capital, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Washington Trust Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
LINCOLN NATIONAL CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Kingsview Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ATLAS CAPITAL ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Vestmark Advisory Solutions, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FDx Advisors, Inc. | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FIDUCIARY TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | 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 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Creative Planning | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FIFTH THIRD BANCORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
GROUP ONE TRADING, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
West Branch Capital LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HHM Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
M&T BANK CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
InterOcean Capital Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Citizens National Bank Trust Department | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PARK CIRCLE Co | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Blue Barn Wealth, LLC | 5 | 5 | 0.07% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
HM PAYSON & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CULLEN/FROST BANKERS, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Nicholas Hoffman & Company, LLC. | 5 | 5 | 0.01% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Delos Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PRUDENTIAL FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CLARK ESTATES INC/NY | 5 | 5 | 3.84% | 4.54% | 5.15% | Q3 2022 | Q3 2023 | 5 |
Archer Investment Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NewEdge Wealth, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CHELSEA COUNSEL CO | 5 | 5 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q3 2023 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BARCLAYS PLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Apollon Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Forum Financial Management, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TOWNSQUARE CAPITAL LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Bank of New York Mellon Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Private Advisor Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HOEY INVESTMENTS, INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CKW FINANCIAL GROUP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Stephens Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Integrated Wealth Concepts LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TORONTO DOMINION BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
D.A. DAVIDSON & CO. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Tweedy, Browne Co LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Crossmark Global Holdings, Inc. | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
COMMONWEALTH EQUITY SERVICES, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PRIMECAP MANAGEMENT CO/CA/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Valeo Financial Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Canal Insurance CO | 5 | 5 | 0.18% | 0.22% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Sutton Wealth Advisors Inc. | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BOK Financial Private Wealth, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SIMPLEX TRADING, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EVERGREEN CAPITAL MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STEPHENS INC /AR/ | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
FIRST FINANCIAL CORP /IN/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PSI Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
INGALLS & SNYDER LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
First Personal Financial Services | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Highlander Capital Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JTC Employer Solutions Trustee Ltd | 5 | 5 | 6.00% | 7.32% | 8.82% | Q3 2022 | Q3 2023 | 5 |
Transamerica Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ROYAL BANK OF CANADA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Bain Capital Public Equity Management II, LLC | 5 | 5 | 3.15% | 4.93% | 6.84% | Q3 2022 | Q3 2023 | 5 |
SIGNATUREFD, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
QVIDTVM Management LLC | 5 | 5 | 1.85% | 2.78% | 4.59% | Q3 2022 | Q3 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Parallel Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | 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 | 0.00% | 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 |
America First Investment Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Russell Investments Group, Ltd. | 5 | 5 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Laurel Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OSAIC HOLDINGS, INC. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
COOK WEALTH MANAGEMENT GROUP LLC | 5 | 5 | 0.15% | 0.16% | 0.17% | Q3 2022 | Q3 2023 | 5 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 5 |
WHITTIER TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
American Assets Investment Management, LLC | 5 | 5 | 0.08% | 0.09% | 0.09% | Q3 2022 | Q3 2023 | 5 |
SYNOVUS FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Aull & Monroe Investment Management Corp | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
SEI INVESTMENTS CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CITY HOLDING CO | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Avion Wealth | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Larson Financial Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Addison Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Qtron Investments LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PEOPLES FINANCIAL SERVICES CORP. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CAPTRUST FINANCIAL ADVISORS | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NATIXIS ADVISORS, L.P. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
UBS Group AG | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Boston Common Asset Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
JPMORGAN CHASE & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GFS Advisors, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Clean Yield Group | 5 | 5 | 0.03% | 0.06% | 0.15% | Q3 2022 | Q3 2023 | 5 |
NATIONAL BANK OF CANADA /FI/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BANK OF AMERICA CORP /DE/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PARK AVENUE SECURITIES LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
JFS WEALTH ADVISORS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
U.S. Capital Wealth Advisors, LLC | 5 | 5 | 0.05% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Advisory Services Network, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CarsonAllaria Wealth Management, Ltd. | 5 | 5 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
STATE STREET CORP | 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 |
TRUIST FINANCIAL CORP | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
GAM Holding AG | 5 | 5 | 0.43% | 0.48% | 0.58% | Q3 2022 | Q3 2023 | 5 |
AllSquare Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
AE Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER & CO INC | 5 | 5 | 0.01% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
TSFG, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Schechter Investment Advisors, LLC | 5 | 5 | 0.02% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
SVB WEALTH LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
CWM, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Invesco Ltd. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Vanguard Personalized Indexing Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Renaissance Technologies | 5 | 5 | 0.02% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Clearstead Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EXCALIBUR MANAGEMENT CORP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
LAZARD ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Saturna Capital CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MARYLAND CAPITAL ADVISORS INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FLAGSHIP HARBOR ADVISORS, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Stonegate Investment Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FinTrust Capital Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WELLS FARGO & COMPANY/MN | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Argent Trust Co | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Cranbrook Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Asset Dedication, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Paladin Advisory Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FRANKLIN RESOURCES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | 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 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
CLEAR STREET MARKETS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | 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 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 5 | 0.04% | 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 |
AMERICAN CENTURY COMPANIES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sugarloaf Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sculptor Capital LP | 5 | 5 | 0.25% | 0.72% | 1.09% | Q3 2022 | Q3 2023 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
US BANCORP \DE\ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Hexagon Capital Partners LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Moors & Cabot, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Piscataqua Savings Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MORGAN STANLEY | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ENVESTNET ASSET MANAGEMENT INC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
VALLEY NATIONAL ADVISERS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MML INVESTORS SERVICES, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ballew Advisors, Inc | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Snowden Capital Advisors LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Zions Bancorporation, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Tempus Wealth Planning, LLC | 5 | 5 | 0.22% | 0.27% | 0.34% | Q3 2022 | Q3 2023 | 5 |
IHT Wealth Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Bogart Wealth, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cetera Advisor Networks LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Cohen Klingenstein LLC | 5 | 5 | 0.06% | 0.07% | 0.07% | Q3 2022 | Q3 2023 | 5 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Lee Financial Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
B. Riley Wealth Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
D. E. Shaw & Co., Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 5 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GYL FINANCIAL SYNERGIES, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Bank of New Hampshire | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Plante Moran Financial Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AUXIER ASSET MANAGEMENT | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Keystone Financial Planning, Inc. | 5 | 5 | 0.56% | 0.64% | 0.69% | Q3 2022 | Q3 2023 | 5 |
DEUTSCHE BANK AG\ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Partners, LTD. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Sustainable Growth Advisers, LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ballentine Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Checchi Capital Advisers, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
WealthTrust Axiom LLC | 5 | 5 | 0.12% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
S.A. Mason LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Mine & Arao Wealth Creation & Management, LLC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Douglas Lane & Associates, LLC | 5 | 5 | 0.27% | 0.80% | 1.12% | Q3 2022 | Q3 2023 | 5 |
DAVENPORT & Co LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
HAZLETT, BURT & WATSON, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
PNC FINANCIAL SERVICES GROUP, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Coston, McIsaac & Partners | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
KAHN BROTHERS GROUP INC | 5 | 5 | 1.34% | 1.48% | 1.62% | Q3 2022 | Q3 2023 | 5 |
TCTC Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Cetera Investment Advisers | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Johnson Midwest Financial, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
EMFO, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
GABELLI FUNDS LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Roble, Belko & Company, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BLAIR WILLIAM & CO/IL | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Centerpoint Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 5 | 0.02% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Fractal Investments LLC | 5 | 5 | 0.04% | 0.06% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Herold Advisors, Inc. | 5 | 5 | 0.02% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 5 |
NewSquare Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
First Eagle Investment Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Truvestments Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES TRUST N.A. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
VAN ECK ASSOCIATES CORP | 5 | 5 | 0.04% | 0.05% | 0.08% | Q3 2022 | Q3 2023 | 5 |
CWA Asset Management Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SALEM INVESTMENT COUNSELORS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Marks Group Wealth Management, Inc | 5 | 5 | 0.05% | 0.10% | 0.15% | Q3 2022 | Q3 2023 | 5 |
First City Capital Management, Inc. | 5 | 5 | 0.08% | 0.10% | 0.12% | Q3 2022 | Q3 2023 | 5 |
BlackRock Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
JNBA Financial Advisors | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ACADIAN ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.01% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Thrive Wealth Management, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
LPL Financial LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Front Row Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
North Star Investment Management Corp. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Guardian Wealth Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
STIFEL FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
EverSource Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Rockefeller Capital Management L.P. | 5 | 5 | 0.00% | 0.01% | 0.01% | 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 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Westside Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GLENMEDE TRUST CO NA | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Greenwich Wealth Management LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
LINCLUDEN MANAGEMENT LTD | 5 | 5 | 0.23% | 0.26% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Allworth Financial LP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MV CAPITAL MANAGEMENT, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
KEYBANK NATIONAL ASSOCIATION/OH | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
J.P. Morgan Private Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Hoese & Co LLP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Tower Research Capital LLC (TRC) | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
CENTRAL TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DIMENSIONAL FUND ADVISORS LP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | 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 |
Pflug Koory, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AIMZ Investment Advisors, LLC | 5 | 5 | 0.28% | 0.32% | 0.34% | Q3 2022 | Q3 2023 | 5 |
Baird Financial Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
First Horizon Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Steward Partners Investment Advisory, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
AMERIPRISE FINANCIAL INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Haverford Trust Co | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
JANICZEK WEALTH MANAGEMENT, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Manchester Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NORTHERN TRUST CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Atria Wealth Solutions, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Wallace Capital Management Inc. | 5 | 5 | 0.12% | 0.15% | 0.18% | Q3 2022 | Q3 2023 | 5 |
COMMERCE BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SITTNER & NELSON, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Stonebridge Capital Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BESSEMER GROUP INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
HighTower Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES & ASSOCIATES | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Pacer Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.02% | 0.04% | 0.08% | Q3 2022 | Q3 2023 | 5 |
MERCER GLOBAL ADVISORS INC /ADV | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
DODGE & COX | 5 | 5 | 0.34% | 0.54% | 0.62% | Q3 2022 | Q3 2023 | 5 |
Key FInancial Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Kestra Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BROWN BROTHERS HARRIMAN & CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
ClearBridge Investments | 5 | 5 | 0.12% | 0.18% | 0.21% | Q3 2022 | Q3 2023 | 5 |
YOUSIF CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Aristotle Capital Management, LLC | 5 | 5 | 0.11% | 0.14% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Arden Trust Co | 5 | 5 | 0.08% | 0.20% | 0.28% | Q4 2022 | Q4 2023 | 5 |
Global Retirement Partners, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Sigma Planning Corp | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Ancora Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
EP Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Balentine LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Advisors Asset Management, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
AVANTAX ADVISORY SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MACQUARIE GROUP LTD | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Integrated Advisors Network LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
CAMBRIDGE TRUST CO | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BENJAMIN EDWARDS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
JARISLOWSKY, FRASER Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Choate Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Essex Financial Services, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NewEdge Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BerganKDV Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
First Command Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
1832 Asset Management L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bangor Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
UBS OCONNOR LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q3 2022 | Q3 2023 | 4 |
Concord Wealth Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FLOSSBACH VON STORCH AG | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Parkside Financial Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SAGE RHINO CAPITAL LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Susquehanna International Group Ltd. | 4 | 4 | 0.20% | 0.45% | 0.70% | Q3 2022 | Q2 2023 | 4 |
Cornerstone Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
NATIXIS | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DEFINED WEALTH MANAGEMENT, LLC | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Baron Wealth Management LLC | 4 | 4 | 0.07% | 0.10% | 0.13% | Q1 2023 | Q4 2023 | 4 |
Ameritas Advisory Services, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
JANE STREET GROUP, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
LOGAN CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CVA Family Office, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
ANCHOR CAPITAL ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Compagnie Lombard Odier SCmA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.26% | 0.27% | 0.27% | Q4 2022 | Q3 2023 | 4 |
GQG Partners LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Kovack Advisors, Inc. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Beacon Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
GPS Wealth Strategies Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
VALLEY WEALTH MANAGERS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BANK OF MONTREAL /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SouthState Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MAI Capital Management | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Financial Management Professionals, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Point72 Asset Management, L.P. | 4 | 4 | 0.00% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Oakworth Capital, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HALL LAURIE J TRUSTEE | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Retirement Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
WELCH & FORBES LLC | 4 | 4 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Pacific Center for Financial Services | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bain Capital Public Equity, LP | 4 | 4 | 4.06% | 5.50% | 7.06% | Q4 2022 | Q3 2023 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WOLVERINE TRADING, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Kistler-Tiffany Companies, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Marotta Asset Management | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q4 2023 | 4 |
Thomasville National Bank | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
REGIONS FINANCIAL CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CLIFFORD CAPITAL PARTNERS LLC | 4 | 4 | 2.06% | 2.42% | 2.62% | Q3 2022 | Q2 2023 | 4 |
Cubist Systematic Strategies, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Euro Pacific Asset Management, LLC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Sequoia Financial Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Twin Lakes Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
Bigelow Investment Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
PFS INVESTMENTS INC. | 4 | 4 | 0.02% | 0.06% | 0.08% | Q3 2022 | Q2 2023 | 4 |
Independent Advisor Alliance | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.02% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Coronation Fund Managers Ltd. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Ethic Inc. | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
GW&K Investment Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
FirstPurpose Wealth LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GODSEY & GIBB, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
SOA Wealth Advisors, LLC. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Avondale Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
WEBSTER BANK, N. A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Keystone Financial Group | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.02% | Q2 2023 | Q3 2023 | 4 |
Clearview Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
FIRST HAWAIIAN BANK | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Wealth Alliance | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
AdvisorNet Financial, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
CNB Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Rosenberg Matthew Hamilton | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
KG&L Capital Management,LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q2 2023 | 4 |
Southpoint Capital Advisors LP | 4 | 4 | 1.28% | 1.40% | 1.52% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
EMINENCE CAPITAL, LP | 4 | 4 | 0.33% | 0.44% | 0.55% | Q4 2022 | Q3 2023 | 4 |
HUNTINGTON NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.03% | 0.05% | 0.11% | Q4 2022 | Q3 2023 | 4 |
IFP Advisors, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Caprock Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 1 | 0.00% | 0.03% | 0.05% | Q3 2022 | Q2 2023 | 3 |
Endurance Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
KB FINANCIAL PARTNERS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Simplicity Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SCOTIA CAPITAL INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Great Lakes Retirement, Inc. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CIBC WORLD MARKET INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Smithfield Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 3 |
WFA Asset Management Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Community Bank, N.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Marathon Partners Equity Management, LLC | 3 | 3 | 4.56% | 5.97% | 7.33% | Q1 2023 | Q3 2023 | 3 |
ADVISORS MANAGEMENT GROUP INC /ADV | 3 | 3 | 0.16% | 0.18% | 0.20% | Q3 2022 | Q1 2023 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
LVW Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
PDS Planning, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | 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 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Global Trust Asset Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Ellevest, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Old Port Advisors | 2 | 1 | 0.10% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 3 |
MOTCO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Hartford Financial Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
BRAVE ASSET MANAGEMENT INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q1 2023 | 3 |
CENTAURUS FINANCIAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Bleakley Financial Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TRUST CO OF VERMONT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 3 | 3 | 0.01% | 0.09% | 0.20% | Q4 2022 | Q2 2023 | 3 |
Schubert & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
MANE GLOBAL CAPITAL MANAGEMENT LP | 3 | 3 | 1.34% | 2.36% | 4.34% | Q4 2022 | Q2 2023 | 3 |
WASHINGTON CAPITAL MANAGEMENT, INC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q1 2023 | 3 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
HARDING LOEVNER LP | 3 | 3 | 0.45% | 0.78% | 1.24% | Q1 2023 | Q3 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Legacy Financial Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Employees Retirement System of Texas | 3 | 3 | 0.04% | 0.07% | 0.10% | Q3 2022 | Q1 2023 | 3 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
City State Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
First Trust Direct Indexing L.P. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BRANDES INVESTMENT PARTNERS, LP | 3 | 3 | 0.01% | 0.12% | 0.19% | Q3 2022 | Q1 2023 | 3 |
Independence Bank of Kentucky | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.10% | 0.23% | 0.32% | Q3 2022 | Q1 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Bancorp, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Y.D. More Investments Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
LSV ASSET MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Accel Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
JOHN G ULLMAN & ASSOCIATES INC | 3 | 3 | 0.29% | 0.31% | 0.33% | Q3 2022 | Q1 2023 | 3 |
Aaron Wealth Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q1 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
TD Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
THRIVENT FINANCIAL FOR LUTHERANS | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
First PREMIER Bank | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Ridgewood Investments LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Dorsey & Whitney Trust CO LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
True North Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 3 |
Mirador Capital Partners LP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Raleigh Capital Management Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Cornerstone Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
KCS Wealth Advisory | 3 | 3 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Horan Securities, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
PHILADELPHIA TRUST CO | 3 | 3 | 0.02% | 0.06% | 0.09% | Q3 2022 | Q1 2023 | 3 |
Perigon Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q1 2023 | 3 |
Jackson, Grant Investment Advisers, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Liontrust Investment Partners LLP | 3 | 3 | 0.01% | 0.11% | 0.26% | Q1 2023 | Q3 2023 | 3 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Bollard Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Gibson Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Squarepoint Ops LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Hudson Portfolio Management LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q3 2022 | Q4 2022 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Quinn Opportunity Partners LLC | 2 | 2 | 0.42% | 0.48% | 0.54% | Q3 2022 | Q4 2022 | 2 |
Parallax Volatility Advisers, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FINANCIAL COUNSELORS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
New England Capital Financial Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Strengthening Families & Communities, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Citizens Business Bank | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gilman Hill Asset Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q3 2022 | Q4 2022 | 2 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SEVEN EIGHT CAPITAL, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Jump Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 2 |
GAMBLE JONES INVESTMENT COUNSEL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
SANDERS MORRIS HARRIS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Eagle Bay Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Ariel Investments | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
HighTower Trust Company, N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
PITCAIRN CO | 2 | 2 | 0.03% | 0.04% | 0.06% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TOWER BRIDGE ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
COMERICA BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.06% | 0.18% | 0.30% | Q3 2022 | Q2 2023 | 2 |
GUGGENHEIM CAPITAL LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Investment Research & Advisory Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Susquehanna International Securities, Ltd. | 2 | 2 | 0.77% | 0.85% | 0.94% | Q2 2023 | Q3 2023 | 2 |
PFG Advisors | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Optiver Holding B.V. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Palestra Capital Management LLC | 2 | 2 | 3.07% | 3.36% | 3.66% | Q1 2023 | Q2 2023 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
25 LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
TimeScale Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
HSBC HOLDINGS PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 2 |
Baker Avenue Asset Management, LP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Morningstar Investment Services LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
JACOBS & CO/CA | 2 | 2 | 0.10% | 0.12% | 0.15% | Q3 2022 | Q4 2022 | 2 |
Pendal Group Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 2 | 2 | 0.14% | 0.16% | 0.18% | Q3 2022 | Q4 2022 | 2 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CoreFirst Bank & Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
CREDIT SUISSE AG/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
AXQ CAPITAL, LP | 2 | 2 | 0.06% | 0.11% | 0.17% | Q4 2022 | Q1 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Alan B Lancz & Associates, Inc. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
KENFARB & CO. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2022 | Q4 2022 | 2 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 2 | 2 | 0.38% | 0.39% | 0.40% | Q4 2022 | Q1 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Resonant Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WCM INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Savant Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Renasant Bank | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Mork Capital Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q4 2022 | 2 |
MEYER HANDELMAN CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Heathbridge Capital Management Ltd. | 2 | 2 | 4.67% | 4.77% | 4.87% | Q2 2023 | Q3 2023 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Sowell Financial Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
Capital International Investors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
WRIGHT INVESTORS SERVICE INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Integrity Advisory, LLC | 2 | 2 | 0.18% | 0.21% | 0.24% | Q3 2022 | Q4 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Brinker Capital Investments, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q4 2022 | 2 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 2 |
Veritable, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Zullo Investment Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
FIRST COMMUNITY TRUST NA | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
BELLEVUE ASSET MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Holocene Advisors, LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 2 |
Rise Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Compass Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Hitchwood Capital Management LP | 2 | 2 | 1.86% | 4.03% | 6.20% | Q4 2022 | Q1 2023 | 2 |
AlphaCore Capital LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Bray Capital Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NAPLES GLOBAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Endowment Wealth Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Dakota Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cutler Group LLC / CA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KEATING INVESTMENT COUNSELORS INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Shay Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
MOODY NATIONAL BANK TRUST DIVISION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MILLENNIUM MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Hudock, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
ZEVIN ASSET MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Foresight Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Sound Income Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
B. Metzler seel. Sohn & Co. AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sierra Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2022 | Q3 2022 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
SeaCrest Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Hotaling Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SYSTM Wealth Solutions LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MARATHON CAPITAL MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
First Light Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Cadence Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Lido Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | 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 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARS Wealth Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Surevest, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
One68 Global Capital, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2023 | Q2 2023 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Eversept Partners, LP | 1 | 1 | 1.32% | 1.32% | 1.32% | Q4 2022 | Q4 2022 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
EVERETT HARRIS & CO /CA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Quantbot Technologies LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
NIA IMPACT ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
KANAWHA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Tidal Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
RFP Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
ARVEST TRUST CO N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 4.14% | 4.14% | 4.14% | Q3 2022 | Q3 2022 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2022 | Q4 2022 | 1 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Newbridge Financial Services Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
EATON VANCE MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Keel Point, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GAMCO INVESTORS, INC. ET AL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Martin Investment Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
INTREPID CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BONNESS ENTERPRISES INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2022 | Q3 2022 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
XTX Topco Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
CPWM, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
Strategic Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BAILARD, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Knowledge Leaders Capital, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2023 | Q2 2023 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sessa Capital IM, L.P. | 1 | 1 | 7.42% | 7.42% | 7.42% | Q3 2022 | Q3 2022 | 1 |
Aureus Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MONETARY MANAGEMENT GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WATERS PARKERSON & CO., LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
Solstein Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Atria Investments, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Essex Savings Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Northeast Financial Consultants Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Golden State Equity Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
LGT Group Foundation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Realta Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
American Research & Management Co. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
HOURGLASS CAPITAL, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2022 | Q3 2022 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
American Portfolios Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Holowesko Partners Ltd. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
Capital Research Global Investors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Legacy Wealth Asset Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CASTLE WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Troluce Capital Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
AUA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Standard Family Office LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FIL Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Activest Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
This page lists all the filers that currently own HALEON PLC or have owned HALEON PLC in the past.