Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.12% | 0.74% | 1.69% | Q2 2018 | Q3 2023 | 66 |
ROYAL BANK OF CANADA | 22 | 22 | 0.02% | 0.21% | 0.77% | Q2 2018 | Q3 2023 | 66 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.12% | 0.68% | 2.57% | Q2 2018 | Q3 2023 | 66 |
CITIGROUP INC | 22 | 22 | 0.13% | 2.25% | 9.77% | Q2 2018 | Q3 2023 | 66 |
UBS Group AG | 22 | 22 | 0.08% | 0.66% | 1.86% | Q2 2018 | Q3 2023 | 66 |
MILLENNIUM MANAGEMENT LLC | 22 | 22 | 0.00% | 1.36% | 4.75% | Q2 2018 | Q3 2023 | 66 |
BNP PARIBAS FINANCIAL MARKETS | 22 | 22 | 0.02% | 1.34% | 5.67% | Q2 2018 | Q3 2023 | 66 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.04% | 1.31% | 2.92% | Q2 2018 | Q3 2023 | 65 |
Lido Advisors, LLC | 22 | 22 | 0.02% | 0.21% | 0.50% | Q2 2018 | Q3 2023 | 65 |
Citadel Advisors | 22 | 22 | 0.00% | 1.38% | 4.62% | Q2 2018 | Q3 2023 | 65 |
Parallax Volatility Advisers, L.P. | 22 | 22 | 0.00% | 2.30% | 5.50% | Q2 2018 | Q3 2023 | 64 |
Cutler Group LLC / CA | 18 | 3 | 0.00% | 0.92% | 6.06% | Q2 2018 | Q3 2023 | 63 |
BlackRock Inc. | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 60 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.38% | 1.50% | Q2 2018 | Q3 2023 | 60 |
CAPSTONE INVESTMENT ADVISORS, LLC | 22 | 22 | 0.00% | 3.95% | 26.60% | Q2 2018 | Q3 2023 | 60 |
TWO SIGMA SECURITIES, LLC | 16 | 5 | 0.02% | 2.10% | 14.03% | Q2 2018 | Q3 2023 | 60 |
TWO SIGMA INVESTMENTS, LP | 22 | 22 | 0.00% | 0.29% | 1.27% | Q2 2018 | Q3 2023 | 59 |
BARCLAYS PLC | 22 | 22 | 0.04% | 2.45% | 10.64% | Q2 2018 | Q3 2023 | 58 |
CREDIT SUISSE AG/ | 22 | 22 | 0.00% | 0.62% | 2.84% | Q2 2018 | Q3 2023 | 56 |
WOLVERINE TRADING, LLC | 11 | 1 | 0.00% | 2.53% | 10.63% | Q3 2018 | Q3 2023 | 56 |
Walleye Trading LLC | 22 | 22 | 0.01% | 0.29% | 1.81% | Q2 2018 | Q3 2023 | 56 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.29% | 1.01% | Q2 2018 | Q3 2023 | 55 |
HSBC HOLDINGS PLC | 22 | 22 | 0.00% | 0.12% | 1.12% | Q2 2018 | Q3 2023 | 55 |
JANE STREET GROUP, LLC | 22 | 22 | 0.01% | 1.17% | 4.57% | Q2 2018 | Q3 2023 | 54 |
Jefferies Group LLC | 18 | 18 | 0.01% | 1.94% | 9.41% | Q2 2018 | Q3 2022 | 54 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 1.11% | 5.50% | Q3 2018 | Q3 2023 | 53 |
Creative Planning | 22 | 22 | 0.00% | 0.09% | 0.31% | Q2 2018 | Q3 2023 | 52 |
XR Securities LLC | 22 | 22 | 0.00% | 0.89% | 13.39% | Q2 2018 | Q3 2023 | 51 |
HAP Trading, LLC | 22 | 22 | 0.01% | 0.28% | 2.14% | Q2 2018 | Q3 2023 | 51 |
Centiva Capital, LP | 12 | 9 | 0.01% | 2.22% | 9.60% | Q2 2018 | Q3 2023 | 50 |
BALYASNY ASSET MANAGEMENT L.P. | 22 | 22 | 0.01% | 0.32% | 2.42% | Q2 2018 | Q3 2023 | 49 |
Squarepoint Ops LLC | 20 | 1 | 0.01% | 0.88% | 2.78% | Q2 2018 | Q3 2023 | 49 |
MARSHALL WACE, LLP | 11 | 1 | 0.00% | 0.28% | 2.11% | Q2 2018 | Q3 2023 | 48 |
NOMURA HOLDINGS INC | 22 | 22 | 0.07% | 2.98% | 16.55% | Q2 2018 | Q3 2023 | 47 |
Paloma Partners Management Co | 13 | 8 | 0.02% | 2.00% | 8.78% | Q2 2018 | Q3 2023 | 46 |
Capula Management Ltd | 18 | 18 | 0.04% | 1.82% | 13.76% | Q2 2019 | Q3 2023 | 45 |
LPL Financial LLC | 22 | 22 | 0.00% | 1.01% | 2.71% | Q2 2018 | Q3 2023 | 45 |
Verition Fund Management LLC | 20 | 1 | 0.01% | 0.30% | 2.70% | Q2 2018 | Q3 2023 | 44 |
TRUIST FINANCIAL CORP | 22 | 22 | 0.00% | 0.24% | 0.76% | Q2 2018 | Q3 2023 | 44 |
PRELUDE CAPITAL MANAGEMENT, LLC | 22 | 22 | 0.00% | 1.03% | 4.92% | Q2 2018 | Q3 2023 | 43 |
CenterStar Asset Management, LLC | 9 | 1 | 0.00% | 0.59% | 6.06% | Q3 2018 | Q3 2023 | 43 |
WOLVERINE ASSET MANAGEMENT LLC | 16 | 2 | 0.01% | 0.77% | 4.53% | Q2 2018 | Q4 2022 | 42 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 41 |
M&T BANK CORP | 22 | 22 | 0.00% | 0.09% | 0.21% | Q2 2018 | Q3 2023 | 41 |
Valeo Financial Advisors, LLC | 22 | 22 | 0.00% | 0.16% | 0.69% | Q2 2018 | Q3 2023 | 39 |
CLEAR STREET MARKETS LLC | 14 | 1 | 0.04% | 1.71% | 9.02% | Q2 2018 | Q3 2023 | 38 |
CREDIT AGRICOLE S A | 15 | 3 | 0.00% | 1.71% | 6.61% | Q3 2018 | Q3 2023 | 38 |
Kingsview Wealth Management, LLC | 15 | 6 | 0.00% | 1.02% | 3.55% | Q2 2018 | Q3 2023 | 38 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.22% | 0.50% | Q2 2018 | Q3 2023 | 38 |
Fort Point Capital Partners LLC | 16 | 4 | 0.01% | 0.66% | 3.15% | Q2 2018 | Q3 2023 | 38 |
J. Goldman & Co LP | 19 | 1 | 0.01% | 0.54% | 3.62% | Q2 2018 | Q3 2023 | 37 |
MOORE CAPITAL MANAGEMENT, LP | 13 | 1 | 0.01% | 3.68% | 15.28% | Q2 2018 | Q3 2023 | 37 |
SYMMETRY PEAK MANAGEMENT LLC | 13 | 7 | 0.22% | 12.83% | 74.39% | Q2 2018 | Q3 2023 | 37 |
Dakota Wealth Management | 22 | 22 | 0.00% | 0.32% | 1.08% | Q2 2018 | Q3 2023 | 37 |
Twin Tree Management, LP | 16 | 1 | 0.02% | 1.88% | 5.27% | Q2 2018 | Q2 2023 | 37 |
SNS Financial Group, LLC | 22 | 22 | 0.00% | 0.16% | 0.30% | Q2 2018 | Q3 2023 | 36 |
Sigma Planning Corp | 22 | 22 | 0.01% | 1.01% | 2.44% | Q2 2018 | Q3 2023 | 36 |
Daiwa Securities Group Inc. | 22 | 22 | 0.00% | 0.09% | 0.38% | Q2 2018 | Q3 2023 | 35 |
HMS Capital Management, LLC | 22 | 22 | 0.04% | 2.91% | 18.52% | Q2 2018 | Q3 2023 | 35 |
Covenant Asset Management, LLC | 22 | 22 | 0.14% | 0.98% | 4.30% | Q2 2018 | Q3 2023 | 34 |
Institute for Wealth Management, LLC. | 15 | 2 | 0.03% | 0.88% | 2.35% | Q4 2018 | Q3 2023 | 33 |
Avestar Capital, LLC | 22 | 22 | 0.07% | 0.81% | 2.91% | Q2 2018 | Q3 2023 | 33 |
FNY Investment Advisers, LLC | 20 | 1 | 0.00% | 0.17% | 2.00% | Q2 2018 | Q3 2023 | 33 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.14% | 1.02% | Q3 2020 | Q3 2023 | 33 |
Luxor Capital Group, LP | 13 | 1 | 0.01% | 5.59% | 29.21% | Q2 2018 | Q3 2023 | 33 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.63% | 1.78% | Q2 2018 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.23% | 1.07% | 2.10% | Q1 2016 | Q4 2023 | 32 |
BlueCrest Capital Management Ltd | 11 | 1 | 0.06% | 5.40% | 17.31% | Q2 2018 | Q3 2023 | 32 |
CIBC WORLD MARKET INC. | 22 | 22 | 0.01% | 0.13% | 0.36% | Q2 2018 | Q3 2023 | 32 |
Schonfeld Strategic Advisors LLC | 5 | 1 | 0.00% | 0.19% | 0.82% | Q2 2018 | Q3 2023 | 32 |
COWEN AND COMPANY, LLC | 14 | 2 | 0.00% | 4.53% | 26.44% | Q3 2019 | Q3 2023 | 32 |
Lavaca Capital LLC | 17 | 17 | 0.04% | 0.70% | 3.22% | Q3 2019 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.05% | 0.10% | 0.22% | Q1 2016 | Q3 2023 | 31 |
Cetera Investment Advisers | 22 | 22 | 0.00% | 1.33% | 2.94% | Q2 2018 | Q3 2023 | 31 |
ExodusPoint Capital Management, LP | 13 | 1 | 0.01% | 0.74% | 5.66% | Q3 2019 | Q3 2023 | 30 |
TOTH FINANCIAL ADVISORY CORP | 22 | 22 | 0.01% | 0.52% | 1.01% | Q2 2018 | Q3 2023 | 30 |
AE Wealth Management LLC | 22 | 22 | 0.00% | 1.08% | 2.40% | Q2 2018 | Q3 2023 | 30 |
Dynamic Advisor Solutions LLC | 22 | 22 | 0.00% | 1.44% | 3.69% | Q2 2018 | Q3 2023 | 29 |
Congress Park Capital LLC | 17 | 1 | 0.26% | 2.69% | 10.24% | Q3 2018 | Q3 2023 | 29 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.00% | 0.24% | 0.50% | Q2 2018 | Q3 2023 | 29 |
Belvedere Trading LLC | 6 | 2 | 0.07% | 4.80% | 32.05% | Q1 2019 | Q3 2023 | 29 |
BOOTHBAY FUND MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.58% | 5.23% | Q2 2018 | Q3 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.24% | 0.75% | Q1 2016 | Q4 2022 | 28 |
Baker Avenue Asset Management, LP | 14 | 7 | 0.00% | 0.58% | 3.08% | Q2 2018 | Q3 2023 | 28 |
Shay Capital LLC | 12 | 12 | 0.05% | 2.27% | 7.62% | Q4 2020 | Q3 2023 | 28 |
QVR LLC | 9 | 9 | 0.05% | 11.01% | 44.23% | Q4 2018 | Q3 2023 | 28 |
Sheaff Brock Investment Advisors, LLC | 22 | 22 | 0.01% | 0.48% | 0.97% | Q2 2018 | Q3 2023 | 28 |
Foresight Wealth Management, LLC | 16 | 16 | 0.00% | 0.22% | 1.39% | Q4 2018 | Q3 2022 | 27 |
CIBC Asset Management Inc | 22 | 22 | 0.01% | 0.11% | 0.70% | Q2 2018 | Q3 2023 | 27 |
Kovack Advisors, Inc. | 22 | 22 | 0.00% | 1.28% | 3.94% | Q2 2018 | Q3 2023 | 27 |
Cetera Advisor Networks LLC | 22 | 22 | 0.00% | 1.86% | 3.62% | Q2 2018 | Q3 2023 | 27 |
BANK OF NOVA SCOTIA | 13 | 7 | 0.00% | 0.23% | 1.20% | Q2 2018 | Q3 2023 | 27 |
SteelPeak Wealth, LLC | 16 | 16 | 0.00% | 1.08% | 5.50% | Q4 2019 | Q3 2023 | 27 |
Lumina Fund Management LLC | 22 | 22 | 1.00% | 5.86% | 21.33% | Q2 2018 | Q3 2023 | 27 |
Checchi Capital Advisers, LLC | 13 | 1 | 0.00% | 0.23% | 1.21% | Q1 2020 | Q3 2023 | 27 |
ALLIANCEBERNSTEIN L.P. | 22 | 22 | 0.00% | 0.01% | 0.08% | Q2 2018 | Q3 2023 | 27 |
Hilltop Holdings Inc. | 22 | 22 | 0.06% | 0.85% | 1.96% | Q2 2018 | Q3 2023 | 27 |
Keel Point, LLC | 19 | 19 | 0.00% | 0.16% | 0.85% | Q1 2019 | Q3 2023 | 26 |
SIGNATUREFD, LLC | 22 | 22 | 0.00% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 26 |
Investidor Profissional Gestao de Recursos Ltda. | 13 | 1 | 0.13% | 9.31% | 26.77% | Q1 2018 | Q3 2023 | 26 |
Point72 Hong Kong Ltd | 9 | 1 | 0.01% | 0.66% | 3.61% | Q4 2018 | Q3 2023 | 26 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.00% | 0.88% | 1.71% | Q2 2018 | Q3 2023 | 26 |
Baltimore-Washington Financial Advisors, Inc. | 22 | 22 | 0.10% | 3.54% | 5.02% | Q2 2018 | Q3 2023 | 25 |
Royal Fund Management, LLC | 22 | 22 | 0.04% | 1.84% | 9.39% | Q2 2018 | Q3 2023 | 25 |
IFP Advisors, Inc | 17 | 1 | 0.01% | 1.38% | 2.80% | Q1 2016 | Q3 2023 | 25 |
AdvisorNet Financial, Inc | 22 | 22 | 0.02% | 0.28% | 0.99% | Q2 2018 | Q3 2023 | 25 |
Point72 Asset Management, L.P. | 8 | 1 | 0.00% | 0.24% | 1.19% | Q2 2018 | Q3 2023 | 25 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.00% | 1.10% | 1.86% | Q2 2018 | Q3 2023 | 25 |
Qube Research & Technologies Ltd | 6 | 3 | 0.01% | 0.35% | 1.48% | Q4 2018 | Q3 2023 | 25 |
Neuberger Berman Group LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 25 |
JANUS HENDERSON GROUP PLC | 17 | 4 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 24 |
Polar Asset Management Partners Inc. | 7 | 1 | 0.02% | 1.56% | 7.76% | Q2 2018 | Q3 2022 | 24 |
Element Wealth, LLC | 12 | 3 | 0.11% | 2.45% | 7.80% | Q4 2019 | Q3 2023 | 24 |
Cetera Advisors LLC | 14 | 7 | 0.00% | 1.01% | 2.16% | Q2 2018 | Q3 2023 | 24 |
HUNTINGTON NATIONAL BANK | 22 | 22 | 0.03% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 24 |
Financial Architects, Inc | 16 | 4 | 0.00% | 0.22% | 0.38% | Q2 2018 | Q2 2023 | 24 |
PATHSTONE FAMILY OFFICE, LLC | 20 | 20 | 0.00% | 0.18% | 0.49% | Q4 2018 | Q3 2023 | 24 |
Silverleafe Capital Partners, LLC | 23 | 23 | 0.03% | 6.52% | 9.36% | Q2 2018 | Q4 2023 | 24 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 2.50% | 7.67% | Q4 2019 | Q3 2023 | 24 |
Private Advisor Group, LLC | 18 | 3 | 0.00% | 1.51% | 2.61% | Q2 2018 | Q3 2023 | 24 |
TOTAL INVESTMENT MANAGEMENT INC | 22 | 22 | 0.00% | 3.03% | 11.76% | Q2 2018 | Q3 2023 | 24 |
KLINGENSTEIN FIELDS & CO LP | 22 | 22 | 0.00% | 0.53% | 1.01% | Q2 2018 | Q3 2023 | 24 |
MAI Capital Management | 22 | 22 | 0.00% | 0.96% | 1.32% | Q2 2018 | Q3 2023 | 24 |
OneDigital Investment Advisors LLC | 22 | 22 | 0.00% | 0.41% | 0.77% | Q2 2018 | Q3 2023 | 24 |
OPTIMUM INVESTMENT ADVISORS | 23 | 23 | 0.00% | 0.23% | 0.38% | Q2 2018 | Q4 2023 | 24 |
RITHOLTZ WEALTH MANAGEMENT | 22 | 22 | 0.01% | 5.73% | 10.35% | Q2 2018 | Q3 2023 | 24 |
FRANKLIN RESOURCES INC | 22 | 22 | 0.00% | 0.01% | 0.12% | Q2 2018 | Q3 2023 | 24 |
Global Retirement Partners, LLC | 14 | 7 | 0.00% | 1.45% | 2.33% | Q2 2018 | Q3 2023 | 24 |
NWAM LLC | 22 | 22 | 0.09% | 1.70% | 2.83% | Q2 2018 | Q3 2023 | 24 |
Snowden Capital Advisors LLC | 13 | 8 | 0.04% | 0.52% | 0.94% | Q2 2018 | Q3 2023 | 24 |
FULTON BANK, N.A. | 23 | 23 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2023 | 23 |
CWM, LLC | 13 | 8 | 0.00% | 0.87% | 1.23% | Q2 2018 | Q3 2023 | 23 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.00% | 1.30% | 2.80% | Q4 2018 | Q3 2023 | 23 |
Cypress Wealth Services, LLC | 22 | 22 | 0.00% | 1.32% | 2.45% | Q2 2018 | Q3 2023 | 23 |
BALDWIN BROTHERS LLC/MA | 23 | 23 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q4 2023 | 23 |
Empirical Finance, LLC | 23 | 23 | 0.38% | 0.94% | 1.69% | Q1 2018 | Q3 2023 | 23 |
SFMG, LLC | 22 | 22 | 0.00% | 1.06% | 6.14% | Q2 2018 | Q3 2023 | 23 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 15 | 6 | 0.00% | 2.03% | 3.87% | Q2 2018 | Q3 2023 | 23 |
CERTUITY, LLC | 16 | 16 | 0.01% | 2.59% | 5.86% | Q4 2019 | Q3 2023 | 23 |
Jackson Hole Capital Partners, LLC | 10 | 9 | 0.61% | 1.67% | 10.83% | Q4 2018 | Q3 2023 | 23 |
WHITE PINE CAPITAL LLC | 23 | 23 | 0.12% | 0.18% | 0.25% | Q1 2018 | Q3 2023 | 23 |
Clearwater Capital Advisors, LLC | 22 | 22 | 0.06% | 0.34% | 0.45% | Q2 2018 | Q3 2023 | 23 |
Bogart Wealth, LLC | 22 | 22 | 0.05% | 0.64% | 2.26% | Q2 2018 | Q3 2023 | 23 |
Merit Financial Group, LLC | 22 | 22 | 0.00% | 0.30% | 0.73% | Q2 2018 | Q3 2023 | 23 |
Salomon & Ludwin, LLC | 20 | 20 | 0.01% | 0.10% | 0.38% | Q4 2018 | Q3 2023 | 23 |
Ausdal Financial Partners, Inc. | 22 | 22 | 0.10% | 1.43% | 2.62% | Q2 2018 | Q3 2023 | 23 |
Global Trust Asset Management, LLC | 22 | 22 | 0.01% | 5.38% | 6.96% | Q2 2018 | Q3 2023 | 23 |
TIEDEMANN ADVISORS, LLC | 22 | 22 | 0.02% | 0.13% | 0.45% | Q2 2018 | Q3 2023 | 23 |
FC Advisory LLC | 23 | 23 | 0.63% | 0.81% | 0.94% | Q2 2018 | Q4 2023 | 23 |
MASSMUTUAL TRUST CO FSB/ADV | 23 | 23 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2023 | 23 |
APPLETON PARTNERS INC/MA | 23 | 23 | 0.05% | 0.08% | 0.11% | Q2 2018 | Q4 2023 | 23 |
Financial Advocates Investment Management | 22 | 22 | 0.03% | 1.86% | 3.73% | Q2 2018 | Q3 2023 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 22 | 22 | 0.00% | 0.34% | 0.50% | Q2 2018 | Q3 2023 | 23 |
CHEMUNG CANAL TRUST CO | 23 | 23 | 0.65% | 1.22% | 1.72% | Q2 2018 | Q4 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 22 | 22 | 0.00% | 0.34% | 0.74% | Q2 2018 | Q3 2023 | 23 |
MISSION WEALTH MANAGEMENT, LP | 22 | 22 | 0.02% | 0.19% | 0.27% | Q2 2018 | Q3 2023 | 23 |
Lowe Wealth Advisors, LLC | 23 | 23 | 7.76% | 10.28% | 12.54% | Q2 2018 | Q4 2023 | 23 |
V Wealth Advisors LLC | 21 | 21 | 0.00% | 2.86% | 5.47% | Q3 2018 | Q3 2023 | 23 |
Montecito Bank & Trust | 23 | 23 | 0.70% | 1.26% | 2.40% | Q2 2018 | Q4 2023 | 23 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22 | 22 | 0.00% | 0.21% | 0.32% | Q2 2018 | Q3 2023 | 23 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.00% | 1.20% | 2.36% | Q2 2018 | Q3 2023 | 23 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 22 | 1 | 0.23% | 1.40% | 5.35% | Q4 2017 | Q3 2023 | 23 |
StrategIQ Financial Group, LLC | 22 | 22 | 0.02% | 0.81% | 1.22% | Q2 2018 | Q3 2023 | 23 |
Sepio Capital, LP | 20 | 20 | 0.12% | 0.26% | 0.41% | Q4 2018 | Q3 2023 | 23 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 22 | 22 | 0.01% | 0.34% | 0.59% | Q2 2018 | Q3 2023 | 23 |
Good Life Advisors, LLC | 22 | 22 | 0.00% | 0.85% | 2.05% | Q2 2018 | Q3 2023 | 23 |
HOLLENCREST CAPITAL MANAGEMENT | 22 | 22 | 0.00% | 9.20% | 12.17% | Q2 2018 | Q3 2023 | 23 |
Soros Fund Management | 13 | 1 | 0.12% | 3.29% | 7.67% | Q2 2018 | Q3 2023 | 23 |
PARK NATIONAL CORP /OH/ | 23 | 23 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q4 2023 | 23 |
COUNTRY TRUST BANK | 23 | 23 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2023 | 23 |
Joel Isaacson & Co., LLC | 22 | 22 | 0.00% | 0.31% | 0.47% | Q2 2018 | Q3 2023 | 23 |
JT Stratford LLC | 22 | 22 | 0.17% | 0.87% | 1.90% | Q2 2018 | Q3 2023 | 22 |
MOGY JOEL R INVESTMENT COUNSEL INC | 22 | 22 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 2.33% | 3.33% | 4.51% | Q2 2018 | Q3 2023 | 22 |
COURIER CAPITAL LLC | 22 | 22 | 0.27% | 0.39% | 0.50% | Q2 2018 | Q3 2023 | 22 |
CULLEN/FROST BANKERS, INC. | 22 | 22 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Glassman Wealth Services | 22 | 22 | 0.06% | 0.34% | 0.47% | Q2 2018 | Q3 2023 | 22 |
EAGLE GLOBAL ADVISORS LLC | 22 | 22 | 0.14% | 1.13% | 2.05% | Q2 2018 | Q3 2023 | 22 |
Carlson Capital Management | 22 | 22 | 0.04% | 0.12% | 0.17% | Q2 2018 | Q3 2023 | 22 |
WADE G W & INC | 22 | 22 | 0.94% | 1.72% | 2.43% | Q2 2018 | Q3 2023 | 22 |
Alpha Cubed Investments, LLC | 21 | 21 | 0.00% | 0.69% | 1.04% | Q3 2018 | Q3 2023 | 22 |
1ST SOURCE BANK | 22 | 22 | 0.08% | 0.11% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.46% | 0.74% | 1.05% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Madrona Financial Services, LLC | 22 | 22 | 3.00% | 5.54% | 7.64% | Q2 2018 | Q3 2023 | 22 |
TRUST CO OF VERMONT | 22 | 22 | 0.08% | 0.16% | 0.27% | Q2 2018 | Q3 2023 | 22 |
FIDUCIARY TRUST CO | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
EQUITABLE TRUST CO | 22 | 22 | 0.25% | 0.34% | 0.52% | Q2 2018 | Q3 2023 | 22 |
W.G. Shaheen & Associates DBA Whitney & Co | 22 | 22 | 0.09% | 0.12% | 0.19% | Q2 2018 | Q3 2023 | 22 |
BANK OF HAWAII | 22 | 22 | 0.14% | 0.19% | 0.23% | Q2 2018 | Q3 2023 | 22 |
Blue Fin Capital, Inc. | 22 | 22 | 0.33% | 0.38% | 0.42% | Q2 2018 | Q3 2023 | 22 |
PRUDENTIAL FINANCIAL INC | 22 | 22 | 0.00% | 0.03% | 0.15% | Q2 2018 | Q3 2023 | 22 |
River Wealth Advisors LLC | 22 | 22 | 0.50% | 0.65% | 0.78% | Q2 2018 | Q3 2023 | 22 |
FMR LLC | 22 | 22 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Segment Wealth Management, LLC | 22 | 22 | 2.82% | 3.39% | 4.05% | Q2 2018 | Q3 2023 | 22 |
GLENMEDE TRUST CO NA | 22 | 22 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 22 | 0.01% | 0.06% | 0.20% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 1.11% | 1.44% | 1.74% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 1.21% | 1.58% | 1.98% | Q2 2018 | Q3 2023 | 22 |
WEDBUSH SECURITIES INC | 22 | 22 | 0.53% | 0.83% | 1.28% | Q2 2018 | Q3 2023 | 22 |
KING LUTHER CAPITAL MANAGEMENT CORP | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
RATIONAL ADVISORS LLC | 22 | 22 | 0.33% | 3.63% | 6.64% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.10% | 0.20% | 0.42% | Q2 2018 | Q3 2023 | 22 |
SHEETS SMITH WEALTH MANAGEMENT | 22 | 22 | 0.88% | 1.08% | 1.29% | Q2 2018 | Q3 2023 | 22 |
Perigon Wealth Management, LLC | 11 | 1 | 0.01% | 1.53% | 3.15% | Q3 2011 | Q3 2023 | 22 |
Bridgeworth, LLC | 22 | 22 | 0.08% | 0.56% | 2.05% | Q2 2018 | Q3 2023 | 22 |
SPINNAKER TRUST | 22 | 22 | 0.07% | 1.14% | 2.17% | Q2 2018 | Q3 2023 | 22 |
Advisory Services Network, LLC | 22 | 22 | 0.85% | 1.45% | 2.12% | Q2 2018 | Q3 2023 | 22 |
Pure Financial Advisors, LLC | 22 | 22 | 0.04% | 0.08% | 0.16% | Q3 2018 | Q4 2023 | 22 |
jvl associates llc | 22 | 22 | 1.54% | 6.30% | 9.61% | Q2 2018 | Q3 2023 | 22 |
KANAWHA CAPITAL MANAGEMENT LLC | 22 | 22 | 0.03% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 22 |
SIMON QUICK ADVISORS, LLC | 22 | 22 | 0.00% | 0.14% | 0.48% | Q2 2018 | Q3 2023 | 22 |
Vantage Financial Partners Ltd., Inc. | 22 | 22 | 7.22% | 11.45% | 17.08% | Q2 2018 | Q3 2023 | 22 |
Mutual Advisors, LLC | 17 | 4 | 0.00% | 1.30% | 2.30% | Q2 2018 | Q3 2023 | 22 |
FRG Family Wealth Advisors LLC | 22 | 22 | 0.07% | 0.09% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Mirae Asset Global Investments Co., Ltd. | 22 | 22 | 0.04% | 0.36% | 1.13% | Q2 2018 | Q3 2023 | 22 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.00% | 0.16% | 0.31% | Q3 2018 | Q3 2023 | 22 |
Strategic Advisors LLC | 22 | 22 | 2.33% | 3.09% | 4.67% | Q2 2018 | Q3 2023 | 22 |
SONATA CAPITAL GROUP INC | 22 | 22 | 0.30% | 0.47% | 0.62% | Q2 2018 | Q3 2023 | 22 |
Bell Bank | 22 | 22 | 9.52% | 16.33% | 22.53% | Q2 2018 | Q3 2023 | 22 |
Shepherd Financial Partners LLC | 22 | 22 | 0.62% | 2.37% | 3.99% | Q2 2018 | Q3 2023 | 22 |
GenTrust, LLC | 22 | 22 | 0.06% | 0.86% | 5.09% | Q2 2018 | Q3 2023 | 22 |
King Wealth Management Group | 22 | 22 | 5.15% | 8.54% | 13.00% | Q2 2018 | Q3 2023 | 22 |
SYNOVUS FINANCIAL CORP | 22 | 22 | 0.01% | 0.08% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Financial Management Professionals, Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
JFS WEALTH ADVISORS, LLC | 22 | 22 | 0.02% | 0.12% | 0.30% | Q2 2018 | Q3 2023 | 22 |
BTG Pactual Global Asset Management Ltd | 4 | 1 | 0.04% | 3.23% | 14.78% | Q3 2018 | Q3 2023 | 22 |
FIRST UNITED BANK & TRUST | 22 | 22 | 4.56% | 5.41% | 6.70% | Q2 2018 | Q3 2023 | 22 |
Telos Capital Management, Inc. | 22 | 22 | 0.64% | 1.35% | 2.02% | Q2 2018 | Q3 2023 | 22 |
NVWM, LLC | 22 | 22 | 0.07% | 0.38% | 0.93% | Q2 2018 | Q3 2023 | 22 |
Farmers & Merchants Trust Co of Chambersburg PA | 22 | 22 | 0.02% | 0.06% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Fortis Advisors, LLC | 22 | 22 | 0.00% | 0.09% | 0.25% | Q2 2018 | Q3 2023 | 22 |
IHT Wealth Management, LLC | 22 | 22 | 0.84% | 1.82% | 2.98% | Q2 2018 | Q3 2023 | 22 |
Abbrea Capital, LLC | 22 | 22 | 0.57% | 0.66% | 0.75% | Q2 2018 | Q3 2023 | 22 |
Oxbow Advisors, LLC | 22 | 22 | 0.17% | 0.24% | 0.33% | Q2 2018 | Q3 2023 | 22 |
Summit X, LLC | 22 | 22 | 0.16% | 0.31% | 0.68% | Q2 2018 | Q3 2023 | 22 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
TORONTO DOMINION BANK | 22 | 22 | 0.01% | 1.07% | 3.85% | Q2 2018 | Q3 2023 | 22 |
Moloney Securities Asset Management, LLC | 22 | 22 | 0.77% | 1.15% | 1.46% | Q2 2018 | Q3 2023 | 22 |
Estate Counselors, LLC | 22 | 22 | 0.31% | 2.16% | 5.50% | Q2 2018 | Q3 2023 | 22 |
HoyleCohen, LLC | 22 | 22 | 1.26% | 1.62% | 2.03% | Q2 2018 | Q3 2023 | 22 |
EVERGREEN CAPITAL MANAGEMENT LLC | 22 | 22 | 0.03% | 0.23% | 0.55% | Q2 2018 | Q3 2023 | 22 |
Allworth Financial LP | 22 | 22 | 0.02% | 0.33% | 1.25% | Q2 2018 | Q3 2023 | 22 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 22 | 22 | 0.11% | 0.17% | 0.27% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER ASSET MANAGEMENT INC. | 22 | 22 | 0.14% | 0.19% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Overbrook Management Corp | 22 | 22 | 0.11% | 0.71% | 1.26% | Q2 2018 | Q3 2023 | 22 |
DELTEC ASSET MANAGEMENT LLC | 22 | 22 | 0.05% | 0.09% | 0.15% | Q2 2018 | Q3 2023 | 22 |
McIlrath & Eck, LLC | 22 | 22 | 0.11% | 0.19% | 0.34% | Q2 2018 | Q3 2023 | 22 |
Bartlett & Co. LLC | 16 | 6 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q4 2023 | 22 |
FIRST NATIONAL TRUST CO | 22 | 22 | 0.05% | 0.09% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Conservest Capital Advisors, Inc. | 22 | 22 | 1.58% | 2.01% | 2.36% | Q2 2018 | Q3 2023 | 22 |
Destination Wealth Management | 22 | 22 | 0.11% | 0.16% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Family Legacy, Inc. | 22 | 22 | 1.52% | 1.84% | 2.25% | Q2 2018 | Q3 2023 | 22 |
Clearstead Trust, LLC | 22 | 22 | 0.18% | 3.05% | 15.29% | Q2 2018 | Q3 2023 | 22 |
PARSONS CAPITAL MANAGEMENT INC/RI | 22 | 22 | 0.04% | 0.09% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Iowa State Bank | 22 | 22 | 0.15% | 0.26% | 0.38% | Q2 2018 | Q3 2023 | 22 |
BURNEY CO/ | 22 | 22 | 0.03% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Ascent Wealth Partners, LLC | 22 | 22 | 3.76% | 6.18% | 8.70% | Q2 2018 | Q3 2023 | 22 |
Baystate Wealth Management LLC | 22 | 22 | 0.03% | 0.12% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Hudock, Inc. | 22 | 22 | 2.10% | 3.71% | 5.38% | Q2 2018 | Q3 2023 | 22 |
Aviance Capital Partners, LLC | 22 | 22 | 0.23% | 0.35% | 0.47% | Q2 2018 | Q3 2023 | 22 |
Gradient Investments LLC | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Modera Wealth Management, LLC | 22 | 22 | 0.04% | 0.08% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Smithfield Trust Co | 22 | 22 | 0.03% | 0.14% | 1.36% | Q2 2018 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 22 | 22 | 0.14% | 0.39% | 0.52% | Q2 2018 | Q3 2023 | 22 |
Sage Capital Advisors,llc | 22 | 22 | 0.17% | 0.43% | 1.28% | Q2 2018 | Q3 2023 | 22 |
BRASADA CAPITAL MANAGEMENT, LP | 22 | 22 | 0.05% | 0.09% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Beaton Management Co. Inc. | 22 | 22 | 0.90% | 1.24% | 1.58% | Q2 2018 | Q3 2023 | 22 |
Hilton Capital Management, LLC | 22 | 22 | 0.46% | 0.76% | 1.40% | Q2 2018 | Q3 2023 | 22 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 22 | 22 | 2.60% | 3.81% | 4.74% | Q2 2018 | Q3 2023 | 22 |
MPS Loria Financial Planners, LLC | 22 | 22 | 0.23% | 0.33% | 0.56% | Q2 2018 | Q3 2023 | 22 |
Parisi Gray Wealth Management | 22 | 22 | 3.42% | 5.73% | 8.80% | Q2 2018 | Q3 2023 | 22 |
Prism Advisors, Inc. | 22 | 22 | 2.76% | 7.72% | 14.17% | Q2 2018 | Q3 2023 | 22 |
CIBC Private Wealth Group, LLC | 22 | 22 | 0.03% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 22 |
United Asset Strategies, Inc. | 19 | 2 | 0.00% | 0.17% | 0.23% | Q2 2018 | Q3 2023 | 22 |
FineMark National Bank & Trust | 22 | 22 | 0.09% | 0.18% | 0.32% | Q2 2018 | Q3 2023 | 22 |
DT Investment Partners, LLC | 22 | 22 | 0.08% | 0.84% | 1.36% | Q2 2018 | Q3 2023 | 22 |
Skylands Capital, LLC | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 22 | 22 | 0.17% | 1.89% | 4.22% | Q2 2018 | Q3 2023 | 22 |
MV CAPITAL MANAGEMENT, INC. | 22 | 22 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Quadrant Private Wealth Management, LLC | 17 | 4 | 0.11% | 0.88% | 1.51% | Q2 2018 | Q3 2023 | 22 |
ProVise Management Group, LLC | 22 | 22 | 0.04% | 0.28% | 0.67% | Q2 2018 | Q3 2023 | 22 |
MOTCO | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Eldridge Investment Advisors, Inc. | 22 | 22 | 2.22% | 3.21% | 3.98% | Q2 2018 | Q3 2023 | 22 |
Day & Ennis, LLC | 22 | 22 | 0.14% | 0.19% | 0.26% | Q2 2018 | Q3 2023 | 22 |
PICTET BANK & TRUST Ltd | 22 | 22 | 0.94% | 3.59% | 9.96% | Q2 2018 | Q3 2023 | 22 |
Capital Advisory Group Advisory Services, LLC | 22 | 22 | 4.13% | 5.51% | 8.41% | Q2 2018 | Q3 2023 | 22 |
BANQUE PICTET & CIE SA | 22 | 22 | 0.12% | 0.91% | 9.96% | Q2 2018 | Q3 2023 | 22 |
SeaCrest Wealth Management, LLC | 22 | 22 | 0.13% | 0.70% | 1.28% | Q2 2018 | Q3 2023 | 22 |
Susquehanna Foundation | 22 | 22 | 44.89% | 87.58% | 98.48% | Q2 2018 | Q3 2023 | 22 |
Linscomb & Williams, Inc. | 22 | 22 | 0.12% | 0.17% | 0.24% | Q2 2018 | Q3 2023 | 22 |
SG Americas Securities, LLC | 22 | 22 | 0.29% | 1.42% | 2.35% | Q2 2018 | Q3 2023 | 22 |
IFG Advisory, LLC | 22 | 22 | 1.44% | 2.13% | 3.65% | Q2 2018 | Q3 2023 | 22 |
Allianz Asset Management GmbH | 22 | 22 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q3 2023 | 22 |
Maple Capital Management, Inc. | 22 | 22 | 0.06% | 0.10% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Peregrine Asset Advisers, Inc. | 22 | 22 | 0.07% | 0.45% | 1.51% | Q2 2018 | Q3 2023 | 22 |
Front Row Advisors LLC | 22 | 22 | 0.07% | 0.39% | 0.67% | Q2 2018 | Q3 2023 | 22 |
Essex Financial Services, Inc. | 22 | 22 | 0.09% | 2.23% | 4.01% | Q2 2018 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 22 | 22 | 0.12% | 1.36% | 4.26% | Q2 2018 | Q3 2023 | 22 |
Monument Capital Management | 22 | 22 | 1.23% | 3.62% | 8.17% | Q2 2018 | Q3 2023 | 22 |
LexAurum Advisors, LLC | 22 | 22 | 0.16% | 0.80% | 1.57% | Q2 2018 | Q3 2023 | 22 |
Buffington Mohr McNeal | 22 | 22 | 0.07% | 0.09% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Claybrook Capital, LLC | 22 | 22 | 0.02% | 2.95% | 5.34% | Q2 2018 | Q3 2023 | 22 |
Crewe Advisors LLC | 22 | 22 | 0.24% | 0.63% | 1.38% | Q2 2018 | Q3 2023 | 22 |
Carmichael Hill & Associates, Inc. | 20 | 20 | 0.06% | 0.65% | 0.83% | Q4 2018 | Q3 2023 | 22 |
GRIMES & COMPANY, INC. | 22 | 22 | 0.03% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Highlander Capital Management, LLC | 22 | 22 | 0.02% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Accredited Investors Inc. | 22 | 22 | 0.10% | 0.17% | 0.25% | Q2 2018 | Q3 2023 | 22 |
Murphy, Middleton, Hinkle & Parker, Inc. | 22 | 22 | 0.33% | 0.49% | 0.59% | Q2 2018 | Q3 2023 | 22 |
Perkins Coie Trust Co | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Allen Investment Management, LLC | 22 | 22 | 0.01% | 0.18% | 0.79% | Q2 2018 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.03% | 0.16% | 0.60% | Q2 2018 | Q3 2023 | 22 |
Bragg Financial Advisors, Inc | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Financial Partners Group, Inc | 22 | 22 | 0.70% | 1.43% | 3.34% | Q2 2018 | Q3 2023 | 22 |
All Terrain Financial Advisors, LLC | 22 | 22 | 1.06% | 1.56% | 2.26% | Q2 2018 | Q3 2023 | 22 |
Seneca House Advisors | 22 | 22 | 3.63% | 13.46% | 32.93% | Q2 2018 | Q3 2023 | 22 |
Prime Capital Investment Advisors, LLC | 20 | 1 | 0.00% | 6.30% | 12.92% | Q2 2018 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 22 | 22 | 0.04% | 0.17% | 0.38% | Q2 2018 | Q3 2023 | 22 |
ROTHSCHILD INVESTMENT LLC /IL | 22 | 22 | 0.09% | 0.43% | 1.01% | Q2 2018 | Q3 2023 | 22 |
West Coast Financial LLC | 22 | 22 | 0.14% | 0.19% | 0.28% | Q2 2018 | Q3 2023 | 22 |
New Potomac Partners, LLC | 22 | 22 | 0.15% | 0.18% | 0.20% | Q2 2018 | Q3 2023 | 22 |
D.B. Root & Company, LLC | 22 | 22 | 0.24% | 0.50% | 0.75% | Q2 2018 | Q3 2023 | 22 |
Private Wealth Partners, LLC | 22 | 22 | 0.12% | 0.89% | 1.23% | Q2 2018 | Q3 2023 | 22 |
SOL Capital Management CO | 22 | 22 | 2.01% | 2.98% | 3.68% | Q2 2018 | Q3 2023 | 22 |
Cypress Capital Group | 22 | 22 | 0.78% | 1.26% | 1.77% | Q2 2018 | Q3 2023 | 22 |
North Star Investment Management Corp. | 22 | 22 | 0.10% | 0.50% | 0.71% | Q2 2018 | Q3 2023 | 22 |
Drexel Morgan & Co. | 22 | 22 | 0.38% | 0.86% | 1.41% | Q2 2018 | Q3 2023 | 22 |
IMS Capital Management | 22 | 22 | 0.08% | 0.19% | 0.28% | Q2 2018 | Q3 2023 | 22 |
ASSETMARK, INC | 22 | 22 | 0.00% | 0.09% | 0.53% | Q2 2018 | Q3 2023 | 22 |
USAdvisors Wealth Management, LLC | 22 | 22 | 0.29% | 3.24% | 7.72% | Q2 2018 | Q3 2023 | 22 |
BROWN ADVISORY INC | 22 | 22 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Wellington Shields Capital Management, LLC | 22 | 22 | 0.02% | 0.20% | 0.56% | Q2 2018 | Q3 2023 | 22 |
Fiera Capital Corp | 22 | 22 | 0.01% | 0.41% | 0.74% | Q2 2018 | Q3 2023 | 22 |
Cornell Pochily Investment Advisors, Inc. | 22 | 22 | 0.29% | 1.07% | 1.63% | Q2 2018 | Q3 2023 | 22 |
TOMPKINS FINANCIAL CORP | 12 | 10 | 0.01% | 0.05% | 0.13% | Q2 2018 | Q4 2023 | 22 |
Integrated Wealth Concepts LLC | 22 | 22 | 0.38% | 0.91% | 1.37% | Q2 2018 | Q3 2023 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.04% | 0.46% | 1.10% | Q2 2018 | Q3 2023 | 22 |
DONALDSON CAPITAL MANAGEMENT, LLC | 15 | 6 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Chicago Capital, LLC | 22 | 22 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Simplicity Solutions, LLC | 22 | 22 | 0.19% | 1.06% | 2.62% | Q2 2018 | Q3 2023 | 22 |
Clark Capital Management Group, Inc. | 22 | 22 | 0.00% | 0.03% | 0.18% | Q2 2018 | Q3 2023 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.06% | 0.13% | 0.18% | Q2 2018 | Q3 2023 | 22 |
TCTC Holdings, LLC | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Hartford Financial Management Inc. | 22 | 22 | 0.06% | 0.10% | 0.14% | Q2 2018 | Q3 2023 | 22 |
ArchPoint Investors | 22 | 22 | 0.05% | 0.20% | 0.37% | Q2 2018 | Q3 2023 | 22 |
Van Cleef Asset Management,Inc | 22 | 22 | 0.10% | 0.12% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Benin Management CORP | 22 | 22 | 0.28% | 1.88% | 3.79% | Q2 2018 | Q3 2023 | 22 |
Aldebaran Financial Inc. | 22 | 22 | 0.49% | 0.95% | 1.86% | Q2 2018 | Q3 2023 | 22 |
Evercore Wealth Management, LLC | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.04% | 0.10% | 0.20% | Q2 2018 | Q3 2023 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.52% | 0.89% | 1.32% | Q2 2018 | Q3 2023 | 22 |
Roundview Capital LLC | 22 | 22 | 1.21% | 1.78% | 2.12% | Q2 2018 | Q3 2023 | 22 |
Freestone Capital Holdings, LLC | 22 | 22 | 0.00% | 0.15% | 0.93% | Q2 2018 | Q3 2023 | 22 |
RiverFront Investment Group, LLC | 22 | 22 | 0.93% | 2.86% | 4.20% | Q2 2018 | Q3 2023 | 22 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 22 | 22 | 0.05% | 0.12% | 0.23% | Q2 2018 | Q3 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 22 | 22 | 0.56% | 0.88% | 1.44% | Q2 2018 | Q3 2023 | 22 |
BRIGHTON JONES LLC | 17 | 1 | 0.00% | 0.25% | 0.49% | Q3 2018 | Q3 2023 | 22 |
Narwhal Capital Management | 22 | 22 | 0.26% | 0.34% | 0.46% | Q2 2018 | Q3 2023 | 22 |
Sandy Spring Bank | 22 | 22 | 0.30% | 0.55% | 0.75% | Q2 2018 | Q3 2023 | 22 |
BSW Wealth Partners | 22 | 22 | 0.11% | 0.20% | 0.54% | Q2 2018 | Q3 2023 | 22 |
Parkside Financial Bank & Trust | 22 | 22 | 0.04% | 0.14% | 0.23% | Q2 2018 | Q3 2023 | 22 |
Cresset Asset Management, LLC | 17 | 2 | 0.00% | 0.21% | 0.78% | Q4 2018 | Q3 2023 | 22 |
Cohen Klingenstein LLC | 22 | 22 | 4.39% | 5.63% | 8.77% | Q2 2018 | Q3 2023 | 22 |
FINANCIAL COUNSELORS INC | 22 | 22 | 0.03% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Hillsdale Investment Management Inc. | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.34% | 0.60% | 1.15% | Q2 2018 | Q3 2023 | 22 |
Mechanics Bank Trust Department | 22 | 22 | 0.54% | 1.57% | 2.29% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 22 | 22 | 0.08% | 0.33% | 0.64% | Q2 2018 | Q3 2023 | 22 |
D'Orazio & Associates, Inc. | 22 | 22 | 0.19% | 4.44% | 13.17% | Q2 2018 | Q3 2023 | 22 |
ASPIRIANT, LLC | 22 | 22 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Hayek Kallen Investment Management | 22 | 22 | 0.09% | 0.35% | 0.76% | Q2 2018 | Q3 2023 | 22 |
Pacific Wealth Strategies Group, Inc. | 22 | 22 | 1.52% | 3.87% | 7.10% | Q2 2018 | Q3 2023 | 22 |
Harel Insurance Investments & Financial Services Ltd. | 22 | 22 | 0.02% | 0.19% | 0.45% | Q2 2018 | Q3 2023 | 22 |
First Heartland Consultants, Inc. | 22 | 22 | 0.31% | 2.08% | 3.84% | Q2 2018 | Q3 2023 | 22 |
Valmark Advisers, Inc. | 22 | 22 | 0.03% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 22 |
MERIDIAN INVESTMENT COUNSEL INC. | 22 | 22 | 0.06% | 0.15% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Busey Bank | 22 | 22 | 0.12% | 0.15% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Crestwood Advisors Group, LLC | 22 | 22 | 0.02% | 0.26% | 0.47% | Q2 2018 | Q3 2023 | 22 |
Spears Abacus Advisors LLC | 22 | 22 | 0.05% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Plante Moran Financial Advisors, LLC | 22 | 22 | 0.02% | 0.06% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Artemis Wealth Advisors, LLC | 22 | 22 | 47.70% | 64.27% | 86.28% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 1.00% | 1.61% | 2.37% | Q2 2018 | Q3 2023 | 22 |
SPC Financial, Inc. | 22 | 22 | 0.41% | 0.98% | 1.52% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.15% | 0.67% | 1.28% | Q2 2018 | Q3 2023 | 22 |
Cutter & CO Brokerage, Inc. | 22 | 22 | 0.26% | 0.49% | 0.62% | Q2 2018 | Q3 2023 | 22 |
AMG National Trust Bank | 22 | 22 | 0.70% | 0.90% | 1.03% | Q2 2018 | Q3 2023 | 22 |
BLB&B Advisors, LLC | 22 | 22 | 0.03% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Penobscot Investment Management Company, Inc. | 22 | 22 | 0.88% | 1.74% | 2.43% | Q2 2018 | Q3 2023 | 22 |
L & S Advisors Inc | 22 | 22 | 0.04% | 0.27% | 2.05% | Q2 2018 | Q3 2023 | 22 |
Stockman Wealth Management, Inc. | 22 | 22 | 0.33% | 0.91% | 2.07% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
DEUTSCHE BANK AG\ | 22 | 22 | 0.00% | 0.05% | 0.55% | Q2 2018 | Q3 2023 | 22 |
WHALEROCK POINT PARTNERS, LLC | 22 | 22 | 0.18% | 0.25% | 0.32% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.15% | 0.21% | 0.31% | Q2 2018 | Q3 2023 | 22 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 22 | 22 | 0.06% | 0.13% | 0.38% | Q2 2018 | Q3 2023 | 22 |
SHUFRO ROSE & CO LLC | 22 | 22 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Moors & Cabot, Inc. | 22 | 22 | 0.09% | 0.25% | 0.38% | Q2 2018 | Q3 2023 | 22 |
Moisand Fitzgerald Tamayo, LLC | 22 | 22 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Bison Wealth, LLC | 22 | 22 | 0.47% | 0.96% | 2.13% | Q2 2018 | Q3 2023 | 22 |
OLD SECOND NATIONAL BANK OF AURORA | 22 | 22 | 0.03% | 0.09% | 0.48% | Q2 2018 | Q3 2023 | 22 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 22 | 22 | 0.06% | 0.43% | 1.09% | Q2 2018 | Q3 2023 | 22 |
BANK HAPOALIM BM | 22 | 22 | 0.39% | 1.72% | 4.22% | Q2 2018 | Q3 2023 | 22 |
BLAIR WILLIAM & CO/IL | 22 | 22 | 0.03% | 0.18% | 0.27% | Q2 2018 | Q3 2023 | 22 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 22 | 22 | 0.03% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
BRYN MAWR TRUST Co | 22 | 22 | 0.75% | 0.89% | 0.99% | Q2 2018 | Q3 2023 | 22 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 22 | 22 | 0.48% | 1.17% | 2.95% | Q2 2018 | Q3 2023 | 22 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 22 | 22 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 22 | 22 | 0.35% | 0.71% | 1.14% | Q2 2018 | Q3 2023 | 22 |
PITTENGER & ANDERSON INC | 22 | 22 | 2.63% | 3.08% | 3.68% | Q2 2018 | Q3 2023 | 22 |
BAR HARBOR WEALTH MANAGEMENT | 22 | 22 | 0.42% | 0.82% | 1.22% | Q2 2018 | Q3 2023 | 22 |
QUEST INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q3 2023 | 22 |
ASHFORD CAPITAL MANAGEMENT INC | 22 | 22 | 0.40% | 0.62% | 0.95% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.45% | 0.70% | 0.98% | Q2 2018 | Q3 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 22 | 22 | 0.08% | 1.26% | 3.60% | Q2 2018 | Q3 2023 | 22 |
Banco Santander, S.A. | 22 | 22 | 0.03% | 0.80% | 1.88% | Q2 2018 | Q3 2023 | 22 |
BOSTON FAMILY OFFICE LLC | 22 | 22 | 0.29% | 0.69% | 0.94% | Q2 2018 | Q3 2023 | 22 |
AllSquare Wealth Management LLC | 22 | 22 | 0.14% | 0.73% | 0.96% | Q2 2018 | Q3 2023 | 22 |
DIMENSION CAPITAL MANAGEMENT LLC | 22 | 22 | 0.12% | 1.27% | 3.09% | Q2 2018 | Q3 2023 | 22 |
PATTEN & PATTEN INC/TN | 22 | 22 | 0.08% | 0.12% | 0.15% | Q2 2018 | Q3 2023 | 22 |
DAVENPORT & Co LLC | 22 | 22 | 0.04% | 0.08% | 0.14% | Q2 2018 | Q3 2023 | 22 |
BURNS J W & CO INC/NY | 22 | 22 | 1.93% | 2.35% | 2.76% | Q2 2018 | Q3 2023 | 22 |
LGL PARTNERS, LLC | 22 | 22 | 0.13% | 1.56% | 2.92% | Q2 2018 | Q3 2023 | 22 |
Private Ocean, LLC | 22 | 22 | 0.09% | 0.15% | 0.20% | Q2 2018 | Q3 2023 | 22 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
GRIFFIN ASSET MANAGEMENT, INC. | 22 | 22 | 0.71% | 1.07% | 1.42% | Q2 2018 | Q3 2023 | 22 |
WS MANAGEMENT LLLP | 7 | 1 | 0.63% | 3.12% | 13.74% | Q2 2018 | Q3 2023 | 22 |
PEAPACK GLADSTONE FINANCIAL CORP | 22 | 22 | 1.42% | 2.63% | 3.62% | Q2 2018 | Q3 2023 | 22 |
BigSur Wealth Management LLC | 22 | 22 | 0.15% | 0.29% | 0.84% | Q2 2018 | Q3 2023 | 22 |
Integrated Advisors Network LLC | 16 | 16 | 0.00% | 0.73% | 1.56% | Q4 2019 | Q3 2023 | 22 |
Cambridge Advisors Inc. | 22 | 22 | 0.18% | 0.24% | 0.28% | Q2 2018 | Q3 2023 | 22 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 22 | 22 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 22 |
Concorde Asset Management, LLC | 22 | 22 | 0.25% | 0.73% | 4.25% | Q2 2018 | Q3 2023 | 22 |
BESSEMER GROUP INC | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Arete Wealth Advisors, LLC | 22 | 22 | 0.60% | 1.33% | 3.14% | Q2 2018 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.08% | 0.11% | 0.15% | Q2 2018 | Q3 2023 | 22 |
WELCH & FORBES LLC | 22 | 22 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 22 |
Peninsula Wealth, LLC | 22 | 22 | 0.30% | 1.85% | 2.35% | Q2 2018 | Q3 2023 | 22 |
Pinnacle Wealth Management Advisory Group, LLC | 22 | 22 | 0.32% | 1.76% | 3.19% | Q2 2018 | Q3 2023 | 22 |
Capital Planning Advisors, LLC | 22 | 22 | 0.35% | 0.68% | 1.94% | Q2 2018 | Q3 2023 | 22 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 22 | 22 | 0.56% | 1.31% | 3.63% | Q2 2018 | Q3 2023 | 22 |
MANCHESTER FINANCIAL INC | 20 | 20 | 0.01% | 0.23% | 0.53% | Q4 2018 | Q3 2023 | 22 |
Capital Analysts, LLC | 22 | 22 | 0.09% | 0.25% | 0.38% | Q2 2018 | Q3 2023 | 22 |
Avior Wealth Management, LLC | 22 | 22 | 0.01% | 0.63% | 2.46% | Q2 2018 | Q3 2023 | 22 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 22 | 22 | 1.49% | 2.89% | 4.33% | Q2 2018 | Q3 2023 | 22 |
Aptus Capital Advisors, LLC | 13 | 2 | 0.01% | 1.46% | 5.13% | Q4 2019 | Q3 2023 | 22 |
Shoker Investment Counsel, Inc. | 22 | 22 | 0.28% | 0.48% | 0.93% | Q2 2018 | Q3 2023 | 22 |
Clarius Group, LLC | 22 | 22 | 0.12% | 0.17% | 0.29% | Q2 2018 | Q3 2023 | 22 |
Pictet North America Advisors SA | 22 | 22 | 0.13% | 2.97% | 42.46% | Q2 2018 | Q3 2023 | 22 |
Tortoise Investment Management, LLC | 22 | 22 | 0.06% | 0.10% | 0.14% | Q2 2018 | Q3 2023 | 22 |
Cranbrook Wealth Management, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Fisher Asset Management, LLC | 22 | 22 | 0.10% | 0.36% | 0.58% | Q2 2018 | Q3 2023 | 22 |
ROCKLAND TRUST CO | 22 | 22 | 0.03% | 0.05% | 0.13% | Q2 2018 | Q3 2023 | 22 |
Haverford Trust Co | 22 | 22 | 0.02% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 22 |
CAMBRIDGE TRUST CO | 22 | 22 | 0.02% | 0.14% | 0.39% | Q2 2018 | Q3 2023 | 22 |
Bouchey Financial Group Ltd | 22 | 22 | 12.38% | 16.21% | 19.05% | Q2 2018 | Q3 2023 | 22 |
Clearstead Advisors, LLC | 22 | 22 | 0.20% | 2.45% | 4.70% | Q2 2018 | Q3 2023 | 22 |
Advisors Preferred, LLC | 22 | 22 | 0.02% | 1.18% | 11.42% | Q2 2018 | Q3 2023 | 22 |
E&G Advisors, LP | 22 | 22 | 0.10% | 0.58% | 1.45% | Q2 2018 | Q3 2023 | 22 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 22 | 22 | 0.29% | 0.82% | 1.27% | Q2 2018 | Q3 2023 | 22 |
WHITENER CAPITAL MANAGEMENT, INC. | 22 | 22 | 0.11% | 0.25% | 0.49% | Q2 2018 | Q3 2023 | 22 |
CALTON & ASSOCIATES, INC. | 22 | 22 | 1.36% | 2.24% | 4.04% | Q2 2018 | Q3 2023 | 22 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 22 | 22 | 0.33% | 0.45% | 0.81% | Q2 2018 | Q3 2023 | 22 |
Capital Advisors, Ltd. LLC | 22 | 22 | 0.42% | 1.03% | 1.36% | Q2 2018 | Q3 2023 | 22 |
OPPENHEIMER & CO INC | 22 | 22 | 0.61% | 0.83% | 1.45% | Q2 2018 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.23% | 0.37% | 0.50% | Q2 2018 | Q3 2023 | 22 |
Community Bank, N.A. | 22 | 22 | 0.01% | 0.13% | 0.31% | Q2 2018 | Q3 2023 | 22 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 22 | 22 | 0.58% | 0.96% | 2.23% | Q2 2018 | Q3 2023 | 22 |
PEDDOCK CAPITAL ADVISORS, LLC | 22 | 22 | 0.70% | 0.96% | 1.28% | Q2 2018 | Q3 2023 | 22 |
SUMMIT FINANCIAL GROUP, INC. | 22 | 22 | 1.21% | 1.72% | 2.49% | Q2 2018 | Q3 2023 | 22 |
D. SCOTT NEAL, INC. | 22 | 22 | 0.78% | 13.90% | 26.28% | Q2 2018 | Q3 2023 | 22 |
MARCO INVESTMENT MANAGEMENT LLC | 22 | 22 | 0.14% | 0.18% | 0.24% | Q2 2018 | Q3 2023 | 22 |
JAMES INVESTMENT RESEARCH INC | 22 | 22 | 0.00% | 0.07% | 0.15% | Q2 2018 | Q3 2023 | 22 |
COLONY GROUP LLC | 22 | 22 | 0.05% | 0.15% | 0.51% | Q2 2018 | Q3 2023 | 22 |
Gerber Kawasaki Wealth & Investment Management | 12 | 9 | 0.04% | 1.12% | 1.84% | Q2 2018 | Q3 2023 | 22 |
Sunbelt Securities, Inc. | 22 | 22 | 0.11% | 0.81% | 1.24% | Q2 2018 | Q3 2023 | 22 |
Ironwood Financial, llc | 22 | 22 | 0.46% | 0.87% | 1.34% | Q2 2018 | Q3 2023 | 22 |
SMITH CHAS P & ASSOCIATES PA CPAS | 22 | 22 | 2.42% | 4.16% | 5.21% | Q2 2018 | Q3 2023 | 22 |
Traynor Capital Management, Inc. | 22 | 22 | 0.38% | 1.02% | 1.69% | Q2 2018 | Q3 2023 | 22 |
GIRARD PARTNERS LTD. | 22 | 22 | 0.06% | 0.10% | 0.21% | Q2 2018 | Q3 2023 | 22 |
SIGMA INVESTMENT COUNSELORS INC | 22 | 22 | 0.07% | 0.27% | 0.46% | Q2 2018 | Q3 2023 | 22 |
ZACKS INVESTMENT MANAGEMENT | 22 | 22 | 0.01% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 22 |
VALLEY NATIONAL ADVISERS INC | 22 | 22 | 0.01% | 0.06% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Raab & Moskowitz Asset Management LLC | 22 | 22 | 0.26% | 0.38% | 0.53% | Q2 2018 | Q3 2023 | 22 |
FIRST FOUNDATION ADVISORS | 22 | 22 | 0.02% | 0.10% | 0.21% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.06% | 0.23% | 0.39% | Q2 2018 | Q3 2023 | 22 |
KEYBANK NATIONAL ASSOCIATION/OH | 22 | 22 | 0.04% | 0.09% | 0.16% | Q2 2018 | Q3 2023 | 22 |
SouthState Corp | 22 | 22 | 0.13% | 0.18% | 0.23% | Q2 2018 | Q3 2023 | 22 |
WESPAC Advisors SoCal, LLC | 22 | 22 | 0.11% | 0.17% | 0.31% | Q2 2018 | Q3 2023 | 22 |
Peak Asset Management, LLC | 22 | 22 | 0.27% | 0.59% | 0.74% | Q2 2018 | Q3 2023 | 22 |
TELEMUS CAPITAL, LLC | 22 | 22 | 0.14% | 0.22% | 0.32% | Q2 2018 | Q3 2023 | 22 |
FIRST CITIZENS BANK & TRUST CO | 22 | 22 | 0.03% | 0.08% | 0.24% | Q2 2018 | Q3 2023 | 22 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 22 | 22 | 0.18% | 0.63% | 0.92% | Q2 2018 | Q3 2023 | 22 |
Trust Co | 22 | 22 | 0.00% | 0.07% | 0.39% | Q2 2018 | Q3 2023 | 22 |
Interval Partners, LP | 13 | 1 | 0.04% | 1.97% | 6.11% | Q3 2018 | Q3 2023 | 22 |
HERITAGE INVESTORS MANAGEMENT CORP | 22 | 22 | 0.06% | 0.08% | 0.09% | Q2 2018 | Q3 2023 | 22 |
BAILARD, INC. | 22 | 22 | 0.72% | 3.14% | 4.87% | Q2 2018 | Q3 2023 | 22 |
Parker Investment Management, LLC | 22 | 22 | 8.46% | 19.03% | 35.74% | Q2 2018 | Q3 2023 | 22 |
Silicon Valley Capital Partners | 22 | 22 | 6.59% | 16.11% | 28.04% | Q2 2018 | Q3 2023 | 22 |
PINNACLE ASSOCIATES LTD | 22 | 22 | 0.23% | 0.75% | 1.15% | Q2 2018 | Q3 2023 | 22 |
SUN LIFE FINANCIAL INC | 22 | 22 | 3.00% | 7.31% | 13.84% | Q2 2018 | Q3 2023 | 22 |
Oakworth Capital, Inc. | 22 | 22 | 0.04% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 22 |
First Horizon Advisors, Inc. | 22 | 22 | 0.03% | 0.66% | 1.88% | Q2 2018 | Q3 2023 | 22 |
NORTHERN TRUST CORP | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
FRONT BARNETT ASSOCIATES LLC | 22 | 22 | 0.04% | 0.29% | 0.66% | Q2 2018 | Q3 2023 | 22 |
CITY HOLDING CO | 22 | 22 | 0.04% | 0.11% | 0.19% | Q2 2018 | Q3 2023 | 22 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 22 | 22 | 0.08% | 0.12% | 0.19% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.14% | 0.27% | 0.37% | Q2 2018 | Q3 2023 | 22 |
Simmons Bank | 22 | 22 | 0.46% | 1.01% | 1.50% | Q2 2018 | Q3 2023 | 22 |
WEATHERLY ASSET MANAGEMENT L. P. | 22 | 22 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q3 2023 | 22 |
WEALTHSOURCE PARTNERS, LLC | 22 | 22 | 0.09% | 0.29% | 1.25% | Q2 2018 | Q3 2023 | 22 |
FIRST FINANCIAL CORP /IN/ | 22 | 22 | 0.14% | 0.58% | 0.95% | Q2 2018 | Q3 2023 | 22 |
GERMAN AMERICAN BANCORP, INC. | 22 | 22 | 0.12% | 0.14% | 0.17% | Q2 2018 | Q3 2023 | 22 |
Blume Capital Management, Inc. | 21 | 21 | 0.01% | 0.04% | 0.38% | Q3 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.17% | 1.33% | 2.44% | Q2 2018 | Q3 2023 | 22 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 22 | 22 | 0.32% | 0.43% | 0.55% | Q2 2018 | Q3 2023 | 22 |
CHATHAM CAPITAL GROUP, INC. | 22 | 22 | 0.07% | 0.85% | 1.71% | Q2 2018 | Q3 2023 | 22 |
KCM INVESTMENT ADVISORS LLC | 22 | 22 | 0.30% | 0.50% | 0.68% | Q2 2018 | Q3 2023 | 22 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 22 | 22 | 1.12% | 2.58% | 5.45% | Q2 2018 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.12% | 1.58% | 7.58% | Q2 2018 | Q3 2023 | 22 |
UMB Bank, n.a. | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Tradewinds Capital Management, LLC | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 22 |
Miracle Mile Advisors, LLC | 22 | 22 | 2.98% | 4.38% | 6.14% | Q2 2018 | Q3 2023 | 22 |
Compagnie Lombard Odier SCmA | 22 | 22 | 0.08% | 0.15% | 0.28% | Q2 2018 | Q3 2023 | 22 |
Pinnacle Family Advisors, LLC | 22 | 22 | 0.30% | 4.95% | 10.19% | Q2 2018 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 22 | 22 | 0.11% | 0.54% | 1.75% | Q2 2018 | Q3 2023 | 22 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 22 | 22 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 22 |
TCI Wealth Advisors, Inc. | 22 | 22 | 0.09% | 0.16% | 0.37% | Q2 2018 | Q3 2023 | 22 |
Bank Pictet & Cie (Europe) AG | 22 | 22 | 0.86% | 3.86% | 11.03% | Q2 2018 | Q3 2023 | 22 |
COMMERCE BANK | 22 | 22 | 0.09% | 0.26% | 0.40% | Q2 2018 | Q3 2023 | 22 |
Patten Group, Inc. | 22 | 22 | 0.10% | 0.20% | 0.39% | Q2 2018 | Q3 2023 | 22 |
FARMERS & MERCHANTS INVESTMENTS INC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
KWMG, LLC | 13 | 8 | 0.14% | 1.44% | 2.52% | Q2 2018 | Q3 2023 | 21 |
Summit Financial Wealth Advisors, LLC | 21 | 21 | 0.07% | 0.13% | 0.23% | Q3 2018 | Q3 2023 | 21 |
BRADLEY FOSTER & SARGENT INC/CT | 13 | 8 | 0.01% | 0.08% | 0.16% | Q2 2018 | Q3 2023 | 21 |
DUNCKER STREETT & CO INC | 16 | 5 | 0.03% | 0.11% | 0.20% | Q2 2018 | Q3 2023 | 21 |
PRIVATE ASSET MANAGEMENT INC | 19 | 2 | 0.12% | 0.17% | 0.22% | Q2 2018 | Q3 2023 | 21 |
CYPRESS ASSET MANAGEMENT INC/TX | 21 | 21 | 0.44% | 0.73% | 1.43% | Q2 2018 | Q2 2023 | 21 |
INTRUST BANK NA | 12 | 9 | 0.06% | 0.27% | 1.66% | Q2 2018 | Q3 2023 | 21 |
DAVIS R M INC | 20 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 21 |
CAXTON ASSOCIATES LP | 4 | 1 | 0.05% | 1.21% | 7.08% | Q2 2018 | Q3 2023 | 21 |
SANDERS MORRIS HARRIS LLC | 18 | 3 | 0.04% | 12.05% | 29.93% | Q2 2018 | Q3 2023 | 21 |
ALBION FINANCIAL GROUP /UT | 11 | 10 | 0.21% | 0.56% | 1.10% | Q2 2018 | Q3 2023 | 21 |
Ameritas Investment Partners, Inc. | 21 | 21 | 0.01% | 0.19% | 0.47% | Q3 2018 | Q3 2023 | 21 |
TD ASSET MANAGEMENT INC | 17 | 4 | 0.07% | 0.60% | 1.47% | Q2 2018 | Q3 2023 | 21 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 18 | 3 | 0.02% | 0.04% | 0.11% | Q2 2018 | Q3 2023 | 21 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 21 | 21 | 0.03% | 0.09% | 0.65% | Q3 2018 | Q3 2023 | 21 |
Advanced Asset Management Advisors Inc | 17 | 4 | 0.10% | 1.18% | 7.39% | Q2 2018 | Q3 2023 | 21 |
MCMILLION CAPITAL MANAGEMENT INC | 21 | 21 | 3.00% | 3.49% | 5.08% | Q2 2018 | Q2 2023 | 21 |
JOHNSON INVESTMENT COUNSEL INC | 21 | 21 | 0.04% | 0.10% | 0.17% | Q3 2018 | Q3 2023 | 21 |
NORTHEAST INVESTMENT MANAGEMENT | 21 | 21 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
COLDSTREAM CAPITAL MANAGEMENT INC | 17 | 4 | 0.25% | 0.39% | 0.60% | Q2 2018 | Q3 2023 | 21 |
ASSOCIATED BANC-CORP | 11 | 10 | 0.01% | 0.12% | 0.58% | Q2 2018 | Q3 2023 | 21 |
FIRST HAWAIIAN BANK | 21 | 21 | 0.04% | 0.08% | 0.64% | Q3 2018 | Q3 2023 | 21 |
C M BIDWELL & ASSOCIATES LTD | 21 | 21 | 0.01% | 0.01% | 0.14% | Q3 2018 | Q3 2023 | 21 |
CITIZENS FINANCIAL GROUP INC/RI | 21 | 21 | 0.01% | 0.06% | 0.14% | Q3 2018 | Q3 2023 | 21 |
STEPHENS INC /AR/ | 21 | 21 | 0.26% | 0.51% | 1.44% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.09% | 0.51% | Q3 2018 | Q3 2023 | 21 |
NOTTINGHAM ADVISORS, INC. | 21 | 21 | 0.02% | 0.41% | 6.64% | Q3 2018 | Q3 2023 | 21 |
FIRST MANHATTAN CO. LLC. | 17 | 4 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 21 |
WEBSTER BANK, N. A. | 21 | 21 | 0.06% | 0.54% | 0.89% | Q3 2018 | Q3 2023 | 21 |
SEARLE & CO. | 19 | 2 | 0.27% | 0.90% | 1.23% | Q2 2018 | Q3 2023 | 21 |
COZAD ASSET MANAGEMENT INC | 21 | 21 | 0.33% | 0.44% | 0.52% | Q3 2018 | Q3 2023 | 21 |
PINNACLE FINANCIAL PARTNERS INC | 19 | 2 | 0.01% | 0.12% | 0.20% | Q2 2018 | Q3 2023 | 21 |
MML INVESTORS SERVICES, LLC | 19 | 2 | 1.25% | 2.02% | 2.68% | Q2 2018 | Q3 2023 | 21 |
LINCOLN NATIONAL CORP | 18 | 3 | 0.18% | 0.70% | 1.03% | Q2 2018 | Q3 2023 | 21 |
RNC CAPITAL MANAGEMENT LLC | 21 | 21 | 0.04% | 0.07% | 0.15% | Q2 2018 | Q2 2023 | 21 |
Family Capital Trust Co | 21 | 21 | 0.08% | 0.15% | 0.27% | Q2 2018 | Q2 2023 | 21 |
BOKF, NA | 12 | 9 | 0.61% | 0.76% | 0.88% | Q2 2018 | Q3 2023 | 21 |
CENTRAL TRUST Co | 21 | 21 | 0.05% | 0.20% | 0.43% | Q3 2018 | Q3 2023 | 21 |
PETTYJOHN, WOOD & WHITE, INC | 20 | 1 | 1.31% | 1.55% | 1.90% | Q2 2018 | Q3 2023 | 21 |
VESTOR CAPITAL, LLC | 13 | 8 | 0.02% | 0.28% | 2.94% | Q2 2018 | Q3 2023 | 21 |
WOODMONT INVESTMENT COUNSEL LLC | 21 | 21 | 0.26% | 0.42% | 0.54% | Q3 2018 | Q3 2023 | 21 |
WHITTIER TRUST CO | 12 | 9 | 0.22% | 0.25% | 0.30% | Q2 2018 | Q3 2023 | 21 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 19 | 2 | 0.33% | 0.71% | 1.13% | Q2 2018 | Q3 2023 | 21 |
Simplify Asset Management Inc. | 11 | 11 | 0.16% | 3.06% | 11.40% | Q4 2020 | Q2 2023 | 21 |
Financial Planning & Information Services, Inc. | 19 | 2 | 0.50% | 1.03% | 1.48% | Q2 2018 | Q3 2023 | 21 |
WHITTIER TRUST CO OF NEVADA INC | 12 | 9 | 0.71% | 1.03% | 1.26% | Q2 2018 | Q3 2023 | 21 |
AMERICAN NATIONAL BANK | 21 | 21 | 0.07% | 0.17% | 0.33% | Q3 2018 | Q3 2023 | 21 |
WEALTH ADVISORS, INC. | 16 | 16 | 0.01% | 4.49% | 6.71% | Q4 2019 | Q3 2023 | 21 |
Laird Norton Wetherby Wealth Management, LLC | 19 | 2 | 0.03% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 21 |
REGIONS FINANCIAL CORP | 21 | 21 | 0.18% | 0.25% | 0.34% | Q3 2018 | Q3 2023 | 21 |
NTV ASSET MANAGEMENT LLC | 21 | 21 | 3.17% | 3.80% | 5.00% | Q3 2018 | Q3 2023 | 21 |
Veritable, L.P. | 21 | 21 | 0.17% | 0.22% | 0.30% | Q2 2018 | Q2 2023 | 21 |
First Financial Bank - Trust Division | 14 | 7 | 0.03% | 0.05% | 0.24% | Q2 2018 | Q4 2023 | 21 |
Texas Yale Capital Corp. | 21 | 21 | 0.82% | 1.07% | 1.36% | Q3 2018 | Q3 2023 | 21 |
RMB Capital Management, LLC | 18 | 3 | 0.02% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 21 |
FORVIS Wealth Advisors, LLC | 14 | 7 | 0.02% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 21 |
Ballentine Partners, LLC | 21 | 21 | 0.02% | 0.19% | 0.40% | Q3 2018 | Q3 2023 | 21 |
Penbrook Management LLC | 21 | 21 | 0.45% | 0.91% | 1.30% | Q3 2018 | Q3 2023 | 21 |
Mathes Company, Inc. | 19 | 2 | 0.46% | 0.63% | 0.75% | Q2 2018 | Q3 2023 | 21 |
Lee Financial Co | 18 | 3 | 0.02% | 0.42% | 2.15% | Q2 2018 | Q3 2023 | 21 |
MEITAV INVESTMENT HOUSE LTD | 19 | 2 | 0.09% | 2.38% | 7.03% | Q2 2018 | Q3 2023 | 21 |
Choate Investment Advisors | 21 | 21 | 0.02% | 0.12% | 0.28% | Q3 2018 | Q3 2023 | 21 |
Apriem Advisors | 20 | 1 | 0.36% | 0.58% | 0.70% | Q2 2018 | Q3 2023 | 21 |
Dana Investment Advisors, Inc. | 11 | 10 | 0.02% | 0.06% | 0.13% | Q2 2018 | Q3 2023 | 21 |
Avantax Planning Partners, Inc. | 12 | 9 | 0.10% | 0.15% | 0.23% | Q2 2018 | Q3 2023 | 21 |
B & T Capital Management DBA Alpha Capital Management | 21 | 21 | 0.30% | 6.18% | 9.93% | Q3 2018 | Q3 2023 | 21 |
LS Investment Advisors, LLC | 21 | 21 | 0.00% | 0.06% | 0.13% | Q3 2018 | Q3 2023 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.16% | 0.30% | 0.44% | Q3 2018 | Q3 2023 | 21 |
Ipswich Investment Management Co., Inc. | 21 | 21 | 0.26% | 0.32% | 0.37% | Q3 2018 | Q3 2023 | 21 |
Portfolio Strategies, Inc. | 19 | 2 | 0.12% | 3.36% | 6.62% | Q2 2018 | Q3 2023 | 21 |
United Capital Management of KS, Inc. | 21 | 21 | 1.44% | 2.54% | 3.70% | Q3 2018 | Q3 2023 | 21 |
Endurance Wealth Management, Inc. | 21 | 21 | 0.39% | 0.51% | 0.68% | Q2 2018 | Q2 2023 | 21 |
Truvestments Capital LLC | 19 | 2 | 0.29% | 0.67% | 1.02% | Q2 2018 | Q3 2023 | 21 |
MinichMacGregor Wealth Management, LLC | 19 | 2 | 0.09% | 0.27% | 1.76% | Q2 2018 | Q3 2023 | 21 |
AJ WEALTH STRATEGIES, LLC | 21 | 21 | 3.60% | 8.06% | 15.07% | Q2 2018 | Q2 2023 | 21 |
Winthrop Advisory Group LLC | 21 | 21 | 0.39% | 3.53% | 5.65% | Q3 2018 | Q3 2023 | 21 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 0.34% | 0.61% | 1.29% | Q2 2018 | Q3 2023 | 21 |
Charles Schwab Investment Advisory, Inc. | 14 | 7 | 0.00% | 0.18% | 0.80% | Q2 2018 | Q3 2023 | 21 |
KELLEHER FINANCIAL ADVISORS | 18 | 3 | 0.36% | 0.62% | 1.09% | Q2 2018 | Q3 2023 | 21 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 19 | 2 | 0.15% | 0.69% | 1.12% | Q2 2018 | Q3 2023 | 21 |
Carnegie Capital Asset Management, LLC | 15 | 6 | 0.34% | 0.39% | 0.46% | Q2 2018 | Q3 2023 | 21 |
MGO ONE SEVEN LLC | 21 | 21 | 0.14% | 0.54% | 1.11% | Q3 2018 | Q3 2023 | 21 |
Independence Bank of Kentucky | 21 | 21 | 0.04% | 0.20% | 0.38% | Q3 2018 | Q3 2023 | 21 |
SEGALL BRYANT & HAMILL, LLC | 14 | 7 | 0.04% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 21 |
Nikulski Financial, Inc. | 11 | 10 | 0.54% | 1.93% | 2.69% | Q2 2018 | Q3 2023 | 21 |
Keystone Financial Group | 19 | 2 | 0.26% | 0.57% | 0.96% | Q2 2018 | Q3 2023 | 21 |
Gryphon Financial Partners LLC | 20 | 1 | 0.07% | 0.19% | 0.28% | Q2 2018 | Q3 2023 | 21 |
LAKE STREET ADVISORS GROUP, LLC | 17 | 4 | 0.34% | 0.48% | 0.76% | Q2 2018 | Q3 2023 | 21 |
Jackson Wealth Management, LLC | 19 | 2 | 0.17% | 2.70% | 5.59% | Q2 2018 | Q3 2023 | 21 |
DeDora Capital, Inc. | 14 | 7 | 1.78% | 2.91% | 4.33% | Q2 2018 | Q3 2023 | 21 |
Csenge Advisory Group | 14 | 7 | 3.03% | 6.17% | 8.61% | Q2 2018 | Q3 2023 | 21 |
Prospera Financial Services Inc | 18 | 3 | 1.07% | 1.72% | 2.59% | Q2 2018 | Q3 2023 | 21 |
Kistler-Tiffany Companies, LLC | 21 | 21 | 0.00% | 0.05% | 0.84% | Q2 2018 | Q2 2023 | 21 |
GenWealth Group, Inc. | 14 | 7 | 0.08% | 3.67% | 5.80% | Q2 2018 | Q3 2023 | 21 |
RWA WEALTH PARTNERS, LLC | 11 | 10 | 0.01% | 0.14% | 0.23% | Q2 2018 | Q3 2023 | 21 |
BDO Wealth Advisors, LLC | 21 | 21 | 0.04% | 0.32% | 0.58% | Q2 2018 | Q2 2023 | 21 |
Brickley Wealth Management | 21 | 21 | 0.45% | 0.66% | 1.14% | Q3 2018 | Q3 2023 | 21 |
TIAA, FSB | 21 | 21 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q2 2023 | 21 |
Intercontinental Wealth Advisors, LLC | 21 | 21 | 5.44% | 9.97% | 16.57% | Q2 2018 | Q2 2023 | 21 |
Diligent Investors, LLC | 21 | 21 | 0.08% | 0.14% | 0.21% | Q3 2018 | Q3 2023 | 21 |
Founders Capital Management | 13 | 8 | 5.76% | 7.68% | 9.72% | Q2 2018 | Q4 2023 | 21 |
Keeley-Teton Advisors, LLC | 12 | 9 | 0.04% | 0.20% | 0.39% | Q2 2018 | Q3 2023 | 21 |
Consolidated Investment Group LLC | 21 | 21 | 4.38% | 13.48% | 23.86% | Q3 2018 | Q3 2023 | 21 |
Regal Investment Advisors LLC | 10 | 1 | 0.05% | 1.15% | 2.40% | Q2 2018 | Q3 2023 | 21 |
Pacific Center for Financial Services | 18 | 3 | 8.84% | 12.09% | 14.32% | Q2 2018 | Q3 2023 | 21 |
Horizon Investments, LLC | 11 | 6 | 0.01% | 2.68% | 8.44% | Q2 2019 | Q3 2023 | 21 |
Chicago Partners Investment Group LLC | 13 | 8 | 0.08% | 0.21% | 0.41% | Q2 2018 | Q3 2023 | 21 |
SignalPoint Asset Management, LLC | 21 | 21 | 0.21% | 0.55% | 0.81% | Q3 2018 | Q3 2023 | 21 |
Meridian Wealth Management, LLC | 15 | 6 | 2.89% | 5.05% | 7.79% | Q2 2018 | Q3 2023 | 21 |
Somerset Group LLC | 21 | 21 | 4.00% | 4.75% | 5.43% | Q3 2018 | Q3 2023 | 21 |
Merriman Wealth Management, LLC | 21 | 21 | 0.05% | 0.54% | 3.23% | Q2 2018 | Q2 2023 | 21 |
First Command Financial Services, Inc. | 21 | 21 | 0.01% | 0.18% | 0.44% | Q2 2018 | Q2 2023 | 21 |
First Command Bank | 21 | 21 | 0.06% | 0.19% | 0.44% | Q2 2018 | Q2 2023 | 21 |
Main Management LLC | 21 | 21 | 0.03% | 4.65% | 8.42% | Q3 2018 | Q3 2023 | 21 |
Paragon Wealth Strategies, LLC | 8 | 6 | 0.08% | 8.39% | 11.98% | Q2 2018 | Q4 2023 | 21 |
Nicholas Hoffman & Company, LLC. | 18 | 3 | 0.06% | 1.32% | 5.81% | Q2 2018 | Q3 2023 | 21 |
Cornerstone Wealth Management, LLC | 16 | 1 | 0.00% | 1.19% | 1.88% | Q2 2018 | Q3 2023 | 21 |
1832 Asset Management L.P. | 13 | 8 | 0.00% | 0.00% | 0.05% | Q2 2018 | Q3 2023 | 21 |
Bristlecone Advisors, LLC | 18 | 3 | 0.06% | 1.28% | 4.89% | Q2 2018 | Q3 2023 | 21 |
Berkeley Capital Partners, LLC | 19 | 2 | 1.12% | 2.97% | 5.29% | Q2 2018 | Q3 2023 | 21 |
RPG Investment Advisory, LLC | 14 | 7 | 0.01% | 0.05% | 0.21% | Q2 2018 | Q3 2023 | 21 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 19 | 2 | 0.24% | 0.33% | 0.44% | Q2 2018 | Q3 2023 | 21 |
Venturi Wealth Management, LLC | 21 | 21 | 0.03% | 3.10% | 9.83% | Q3 2018 | Q3 2023 | 21 |
FAS Wealth Partners, Inc. | 20 | 1 | 0.09% | 0.12% | 0.16% | Q2 2018 | Q3 2023 | 21 |
TRUST CO OF TOLEDO NA /OH/ | 21 | 21 | 0.08% | 0.22% | 0.48% | Q4 2018 | Q4 2023 | 21 |
FORT PITT CAPITAL GROUP, LLC | 17 | 4 | 0.01% | 0.05% | 0.12% | Q2 2018 | Q3 2023 | 21 |
Darwin Wealth Management, LLC | 20 | 1 | 0.42% | 4.26% | 9.50% | Q2 2018 | Q3 2023 | 21 |
Klingman & Associates, LLC | 19 | 2 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q3 2023 | 21 |
Northeast Financial Consultants Inc | 21 | 21 | 1.01% | 1.86% | 2.71% | Q3 2018 | Q3 2023 | 21 |
Sequoia Financial Advisors, LLC | 16 | 5 | 0.20% | 0.53% | 0.91% | Q2 2018 | Q3 2023 | 21 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 21 | 2.90% | 5.09% | 6.87% | Q3 2018 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q2 2023 | 21 |
Capital Investment Advisory Services, LLC | 11 | 1 | 0.02% | 1.02% | 3.80% | Q2 2018 | Q3 2023 | 21 |
Vista Private Wealth Partners. LLC | 21 | 21 | 0.40% | 0.60% | 0.82% | Q3 2018 | Q3 2023 | 21 |
First PREMIER Bank | 21 | 21 | 0.00% | 0.19% | 0.36% | Q3 2018 | Q3 2023 | 21 |
IPG Investment Advisors LLC | 11 | 10 | 0.58% | 1.00% | 2.71% | Q2 2018 | Q3 2023 | 21 |
Arcus Capital Partners, LLC | 17 | 4 | 0.53% | 1.95% | 3.31% | Q2 2018 | Q3 2023 | 21 |
QUADRANT CAPITAL GROUP LLC | 14 | 7 | 0.01% | 0.11% | 0.23% | Q2 2018 | Q3 2023 | 21 |
Jackson, Grant Investment Advisers, Inc. | 20 | 1 | 0.09% | 0.19% | 0.34% | Q2 2018 | Q3 2023 | 21 |
Roble, Belko & Company, Inc | 16 | 5 | 0.12% | 0.16% | 0.20% | Q2 2018 | Q3 2023 | 21 |
ROPES WEALTH ADVISORS LLC | 21 | 21 | 0.02% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 21 |
Diversified Portfolios, Inc. | 21 | 21 | 0.21% | 0.31% | 0.41% | Q3 2018 | Q3 2023 | 21 |
Analyst IMS Investment Management Services Ltd. | 21 | 21 | 6.58% | 17.23% | 24.73% | Q3 2018 | Q3 2023 | 21 |
Elite Wealth Management, Inc. | 13 | 8 | 0.15% | 3.59% | 16.37% | Q2 2018 | Q3 2023 | 21 |
Summit Financial Strategies, Inc. | 11 | 10 | 0.07% | 0.12% | 0.16% | Q2 2018 | Q3 2023 | 21 |
Brio Consultants, LLC | 20 | 20 | 0.06% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 20 |
DEARBORN PARTNERS LLC | 20 | 20 | 0.02% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Mount Yale Investment Advisors, LLC | 17 | 2 | 0.03% | 0.33% | 0.50% | Q2 2018 | Q3 2023 | 20 |
WESBANCO BANK INC | 11 | 9 | 0.23% | 0.28% | 0.36% | Q3 2018 | Q3 2023 | 20 |
Godshalk Welsh Capital Management, Inc. | 11 | 9 | 0.30% | 0.35% | 0.40% | Q3 2018 | Q3 2023 | 20 |
GFS Advisors, LLC | 18 | 18 | 0.13% | 1.50% | 3.23% | Q2 2019 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.38% | 0.63% | 1.45% | Q4 2018 | Q3 2023 | 20 |
WINTRUST INVESTMENTS LLC | 14 | 1 | 0.12% | 0.90% | 4.49% | Q2 2018 | Q3 2023 | 20 |
HOLDERNESS INVESTMENTS CO | 13 | 7 | 1.36% | 2.21% | 2.91% | Q2 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.14% | 0.39% | 0.58% | Q4 2018 | Q3 2023 | 20 |
ASSET MANAGEMENT CORP /IL/ /ADV | 10 | 1 | 0.10% | 1.99% | 8.42% | Q1 2020 | Q1 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.27% | 0.46% | 0.73% | Q4 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.27% | 0.47% | 0.69% | Q4 2018 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.29% | 1.41% | 5.01% | Q4 2018 | Q3 2023 | 20 |
Barber Financial Group, Inc. | 20 | 20 | 0.15% | 3.92% | 12.84% | Q2 2018 | Q1 2023 | 20 |
Flaharty Asset Management, LLC | 19 | 1 | 0.08% | 1.16% | 2.48% | Q3 2018 | Q3 2023 | 20 |
SHELTON CAPITAL MANAGEMENT | 16 | 4 | 0.01% | 0.09% | 0.21% | Q2 2018 | Q3 2023 | 20 |
Sowell Financial Services LLC | 17 | 3 | 0.32% | 2.45% | 3.94% | Q3 2018 | Q3 2023 | 20 |
LEVEL FOUR ADVISORY SERVICES, LLC | 10 | 3 | 0.00% | 2.75% | 5.08% | Q2 2018 | Q2 2023 | 20 |
BBR PARTNERS, LLC | 20 | 20 | 0.05% | 0.10% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Apollon Wealth Management, LLC | 20 | 20 | 0.02% | 3.57% | 12.19% | Q4 2018 | Q3 2023 | 20 |
Outlook Wealth Advisors, LLC | 20 | 20 | 0.65% | 1.63% | 2.86% | Q4 2018 | Q3 2023 | 20 |
MCF Advisors LLC | 13 | 7 | 0.02% | 0.14% | 0.23% | Q3 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.54% | 0.92% | 1.59% | Q4 2018 | Q3 2023 | 20 |
ROMAN BUTLER FULLERTON & CO | 20 | 20 | 0.18% | 0.64% | 1.53% | Q4 2018 | Q3 2023 | 20 |
SlateStone Wealth, LLC | 20 | 20 | 4.09% | 5.68% | 7.64% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.00% | 0.04% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Ayalon Insurance Comp Ltd. | 20 | 20 | 1.84% | 2.95% | 7.18% | Q4 2018 | Q3 2023 | 20 |
CHURCHILL MANAGEMENT Corp | 13 | 2 | 0.06% | 4.77% | 15.86% | Q2 2018 | Q3 2023 | 20 |
SpiderRock Advisors, LLC | 8 | 7 | 0.01% | 0.19% | 1.15% | Q3 2019 | Q3 2023 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 20 | 20 | 0.02% | 0.14% | 0.91% | Q4 2018 | Q3 2023 | 20 |
MYDA Advisors LLC | 8 | 1 | 0.47% | 3.86% | 21.08% | Q3 2018 | Q3 2023 | 20 |
HWG Holdings LP | 7 | 2 | 0.02% | 2.43% | 13.06% | Q2 2018 | Q4 2023 | 20 |
SCOTIA CAPITAL INC. | 13 | 7 | 0.17% | 0.22% | 0.29% | Q3 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.52% | 2.28% | 3.15% | Q4 2018 | Q3 2023 | 20 |
JCIC Asset Management Inc. | 15 | 5 | 0.02% | 0.23% | 0.43% | Q3 2018 | Q3 2023 | 20 |
Pathway Financial Advisors LLC | 12 | 8 | 0.21% | 0.38% | 0.56% | Q2 2018 | Q3 2023 | 20 |
Rehmann Capital Advisory Group | 13 | 1 | 0.22% | 0.95% | 1.76% | Q2 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 1.08% | 1.82% | 2.34% | Q4 2018 | Q3 2023 | 20 |
Legend Financial Advisors, Inc. | 20 | 20 | 6.98% | 11.66% | 14.97% | Q4 2018 | Q3 2023 | 20 |
Cornerstone Advisory, LLC | 19 | 1 | 0.05% | 0.60% | 0.97% | Q3 2018 | Q3 2023 | 20 |
9258 Wealth Management, LLC | 20 | 20 | 0.44% | 0.88% | 1.20% | Q4 2018 | Q3 2023 | 20 |
WATERS PARKERSON & CO., LLC | 20 | 20 | 0.07% | 0.09% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Campbell Wealth Management | 20 | 20 | 4.93% | 6.26% | 7.54% | Q4 2018 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 2.02% | 3.43% | 5.90% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.00% | 0.31% | 0.77% | Q4 2018 | Q3 2023 | 20 |
Heritage Wealth Advisors | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.90% | 2.56% | 3.31% | Q4 2018 | Q3 2023 | 20 |
TRUE Private Wealth Advisors | 19 | 1 | 0.03% | 0.48% | 0.97% | Q3 2018 | Q3 2023 | 20 |
Parsec Financial Management, Inc. | 20 | 20 | 0.03% | 0.07% | 0.10% | Q2 2018 | Q1 2023 | 20 |
Thomas J. Herzfeld Advisors, Inc. | 20 | 20 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Canal Capital Management, LLC | 20 | 20 | 0.14% | 0.88% | 1.59% | Q4 2018 | Q3 2023 | 20 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 20 | 20 | 0.01% | 3.54% | 15.79% | Q4 2018 | Q3 2023 | 20 |
Vigilant Capital Management, LLC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q2 2023 | 20 |
Strategic Blueprint, LLC | 19 | 19 | 0.00% | 0.54% | 3.17% | Q1 2019 | Q3 2023 | 20 |
VICUS CAPITAL | 16 | 4 | 0.68% | 1.58% | 2.74% | Q2 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 1.21% | 1.98% | 3.42% | Q4 2018 | Q3 2023 | 20 |
CABOT WEALTH MANAGEMENT INC | 20 | 20 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q1 2023 | 20 |
Western Wealth Management, LLC | 11 | 8 | 0.00% | 3.82% | 6.77% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.12% | 0.38% | 0.79% | Q4 2018 | Q3 2023 | 20 |
IMA Wealth, Inc. | 20 | 20 | 0.06% | 0.12% | 0.18% | Q4 2018 | Q3 2023 | 20 |
JNBA Financial Advisors | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Pasadena Private Wealth, LLC | 20 | 20 | 0.28% | 0.41% | 0.67% | Q4 2018 | Q3 2023 | 20 |
PRW Wealth Management LLC | 20 | 20 | 0.20% | 3.43% | 6.44% | Q4 2018 | Q3 2023 | 20 |
AQR Capital Management | 6 | 1 | 0.00% | 0.14% | 0.39% | Q2 2018 | Q3 2023 | 20 |
Omega Financial Group, LLC | 20 | 20 | 0.35% | 1.27% | 1.50% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.14% | 1.99% | 4.67% | Q4 2018 | Q3 2023 | 20 |
Steward Partners Investment Advisory, LLC | 18 | 2 | 0.59% | 0.79% | 1.22% | Q3 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.05% | 0.06% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Atlas Brown,Inc. | 20 | 20 | 0.15% | 0.26% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Seelaus Asset Management LLC | 20 | 20 | 0.49% | 0.74% | 1.13% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.48% | 0.76% | 1.15% | Q4 2018 | Q3 2023 | 20 |
Trek Financial, LLC | 20 | 20 | 0.48% | 7.01% | 19.27% | Q4 2018 | Q3 2023 | 20 |
Chevy Chase Trust Holdings, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Tennessee Valley Asset Management Partners | 20 | 20 | 2.10% | 3.77% | 5.47% | Q4 2018 | Q3 2023 | 20 |
High Falls Advisors, Inc | 16 | 4 | 0.58% | 0.89% | 1.39% | Q2 2018 | Q2 2023 | 20 |
Sand Hill Global Advisors, LLC | 15 | 4 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.02% | 0.21% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Virtue Capital Management, LLC | 16 | 4 | 0.06% | 0.62% | 1.88% | Q3 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 2.34% | 3.00% | 3.86% | Q4 2018 | Q3 2023 | 20 |
CCG WEALTH MANAGEMENT, LLC | 20 | 20 | 0.07% | 1.59% | 6.26% | Q4 2018 | Q3 2023 | 20 |
RPg Family Wealth Advisory, LLC | 11 | 4 | 0.04% | 0.11% | 0.30% | Q2 2018 | Q3 2023 | 20 |
Atria Investments, Inc | 8 | 5 | 0.70% | 1.84% | 3.78% | Q2 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 17 | 3 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q3 2023 | 20 |
Taikang Asset Management (Hong Kong) Co Ltd | 20 | 20 | 0.19% | 1.10% | 2.79% | Q2 2018 | Q1 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.11% | 0.20% | 0.32% | Q4 2018 | Q3 2023 | 20 |
Colonial Trust Advisors | 19 | 1 | 0.04% | 0.05% | 0.08% | Q3 2018 | Q3 2023 | 20 |
PRIVATE CAPITAL MANAGEMENT LLC | 20 | 20 | 1.12% | 1.80% | 2.76% | Q4 2018 | Q3 2023 | 20 |
RDA Financial Network | 19 | 19 | 0.00% | 4.40% | 6.72% | Q1 2019 | Q3 2023 | 20 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.11% | 0.21% | Q4 2019 | Q3 2023 | 20 |
DSC Advisors, L.P. | 6 | 1 | 0.00% | 10.55% | 44.83% | Q2 2018 | Q1 2023 | 20 |
PRECEPT MANAGEMENT LLC | 6 | 1 | 0.01% | 12.48% | 39.16% | Q2 2018 | Q3 2023 | 20 |
Stelac Advisory Services LLC | 15 | 1 | 0.21% | 2.13% | 8.61% | Q2 2018 | Q3 2023 | 20 |
Legacy Advisors, LLC | 15 | 5 | 0.63% | 1.48% | 2.54% | Q2 2018 | Q3 2023 | 20 |
ARGI Investment Services, LLC | 11 | 2 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q4 2022 | 20 |
JSF Financial, LLC | 20 | 20 | 2.34% | 3.79% | 5.03% | Q4 2018 | Q3 2023 | 20 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 13 | 6 | 0.00% | 0.29% | 0.86% | Q2 2018 | Q3 2023 | 20 |
Northwest Bancshares, Inc. | 13 | 2 | 0.14% | 0.31% | 0.55% | Q2 2018 | Q3 2023 | 20 |
Avidian Wealth Solutions, LLC | 14 | 14 | 0.00% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 20 |
Next Capital Management LLC | 20 | 20 | 0.39% | 3.53% | 7.09% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 19 | 19 | 0.00% | 0.34% | 3.00% | Q2 2018 | Q4 2022 | 20 |
Elliott Investment Management L.P. | 11 | 3 | 0.46% | 8.50% | 29.49% | Q1 2020 | Q3 2023 | 20 |
EXENCIAL WEALTH ADVISORS, LLC | 19 | 19 | 0.02% | 0.33% | 0.60% | Q1 2019 | Q3 2023 | 20 |
Realta Investment Advisors | 19 | 19 | 0.03% | 1.56% | 2.78% | Q1 2019 | Q3 2023 | 20 |
MACKENZIE FINANCIAL CORP | 20 | 20 | 0.03% | 0.07% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Bernardo Wealth Planning LLC | 20 | 20 | 0.31% | 2.92% | 5.08% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.04% | 0.29% | 1.23% | Q4 2018 | Q3 2023 | 20 |
FAYEZ SAROFIM & CO | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.09% | 0.38% | 0.62% | Q4 2018 | Q3 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.29% | 0.74% | 1.03% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.18% | 0.96% | 1.67% | Q4 2018 | Q3 2023 | 20 |
COMERICA BANK | 19 | 1 | 0.03% | 0.50% | 1.09% | Q2 2018 | Q3 2023 | 20 |
Insight Wealth Strategies, LLC | 20 | 20 | 0.04% | 0.12% | 0.23% | Q4 2018 | Q3 2023 | 20 |
RHS Financial, LLC | 20 | 20 | 0.39% | 0.49% | 0.58% | Q4 2018 | Q3 2023 | 20 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 9 | 2 | 0.10% | 0.41% | 1.60% | Q2 2018 | Q3 2023 | 20 |
Pinnacle Wealth Planning Services, Inc. | 19 | 1 | 0.07% | 0.21% | 1.71% | Q3 2018 | Q3 2023 | 20 |
Geller Advisors LLC | 15 | 4 | 0.05% | 0.20% | 0.62% | Q2 2018 | Q3 2023 | 20 |
SCOPUS ASSET MANAGEMENT, L.P. | 7 | 1 | 0.13% | 1.19% | 4.96% | Q2 2018 | Q3 2023 | 19 |
Fieldpoint Private Securities, LLC | 17 | 17 | 0.19% | 0.49% | 0.84% | Q2 2018 | Q2 2022 | 19 |
Redhawk Wealth Advisors, Inc. | 14 | 5 | 0.25% | 2.19% | 19.02% | Q3 2018 | Q3 2023 | 19 |
Executive Wealth Management, LLC | 16 | 3 | 0.12% | 0.84% | 2.98% | Q4 2018 | Q3 2023 | 19 |
FLC Capital Advisors | 19 | 19 | 0.15% | 0.24% | 0.32% | Q4 2018 | Q2 2023 | 19 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 13 | 1 | 0.01% | 0.05% | 0.07% | Q2 2018 | Q3 2023 | 19 |
Claraphi Advisory Network, LLC | 19 | 19 | 0.46% | 0.80% | 1.72% | Q2 2018 | Q4 2022 | 19 |
Measured Wealth Private Client Group, LLC | 17 | 1 | 0.10% | 0.25% | 0.43% | Q3 2018 | Q3 2023 | 19 |
Westside Investment Management, Inc. | 15 | 1 | 0.16% | 1.57% | 3.36% | Q2 2018 | Q3 2023 | 19 |
Princeton Global Asset Management LLC | 19 | 19 | 0.02% | 0.22% | 0.99% | Q1 2019 | Q3 2023 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.04% | 0.08% | 0.19% | Q4 2018 | Q2 2023 | 19 |
Advisory Resource Group | 17 | 2 | 0.12% | 0.52% | 1.28% | Q4 2018 | Q3 2023 | 19 |
American Investment Services, Inc. | 18 | 1 | 0.99% | 2.03% | 2.65% | Q2 2018 | Q3 2023 | 19 |
Shulman DeMeo Asset Management LLC | 19 | 19 | 3.42% | 5.27% | 15.64% | Q4 2018 | Q2 2023 | 19 |
Evolution Wealth Advisors, LLC | 17 | 2 | 0.10% | 3.18% | 6.61% | Q4 2018 | Q3 2023 | 19 |
Frisch Financial Group, Inc. | 18 | 1 | 0.39% | 0.52% | 0.64% | Q4 2018 | Q3 2023 | 19 |
TOWNSQUARE CAPITAL LLC | 18 | 1 | 0.04% | 0.12% | 0.24% | Q4 2018 | Q3 2023 | 19 |
Baker Ellis Asset Management LLC | 19 | 19 | 0.39% | 0.54% | 0.71% | Q1 2019 | Q3 2023 | 19 |
Valtinson Bruner Financial Planning LLC | 16 | 3 | 0.62% | 0.75% | 0.87% | Q4 2018 | Q3 2023 | 19 |
American Financial Advisors, LLC | 14 | 5 | 0.71% | 6.43% | 8.92% | Q4 2018 | Q3 2023 | 19 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 18 | 1 | 0.06% | 0.39% | 1.79% | Q3 2018 | Q3 2023 | 19 |
Xcel Wealth Management, LLC | 15 | 4 | 0.14% | 0.21% | 0.27% | Q4 2018 | Q3 2023 | 19 |
RVW Wealth, LLC | 18 | 1 | 0.71% | 0.96% | 1.43% | Q1 2019 | Q4 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 0.16% | 0.52% | 0.70% | Q1 2019 | Q3 2023 | 19 |
Jaffetilchin Investment Partners, LLC | 13 | 6 | 0.80% | 3.16% | 5.60% | Q4 2018 | Q3 2023 | 19 |
LAKE STREET PRIVATE WEALTH, LLC | 19 | 19 | 0.20% | 1.69% | 2.46% | Q1 2019 | Q3 2023 | 19 |
BROWN BROTHERS HARRIMAN & CO | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.04% | 0.29% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.06% | 1.43% | 4.60% | Q1 2019 | Q3 2023 | 19 |
Evensky & Katz LLC | 19 | 19 | 0.01% | 2.96% | 4.24% | Q1 2019 | Q3 2023 | 19 |
Laurion Capital Management LP | 7 | 1 | 0.12% | 1.83% | 6.90% | Q2 2018 | Q3 2021 | 19 |
Essex Savings Bank | 17 | 2 | 0.39% | 0.85% | 1.05% | Q4 2018 | Q3 2023 | 19 |
Spectrum Wealth Advisory Group, LLC | 19 | 19 | 3.08% | 16.46% | 32.94% | Q1 2019 | Q3 2023 | 19 |
Riggs Asset Managment Co. Inc. | 19 | 19 | 0.00% | 0.23% | 1.15% | Q1 2019 | Q3 2023 | 19 |
Bray Capital Advisors | 15 | 4 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 19 |
Providence Wealth Advisors, LLC | 18 | 1 | 2.27% | 3.76% | 4.90% | Q2 2018 | Q1 2023 | 19 |
DRW Securities, LLC | 7 | 1 | 0.09% | 1.49% | 7.03% | Q2 2018 | Q2 2020 | 19 |
SG3 Management, LLC | 8 | 1 | 0.05% | 0.62% | 3.44% | Q1 2019 | Q1 2022 | 19 |
Austin Private Wealth, LLC | 8 | 7 | 0.00% | 0.16% | 0.44% | Q4 2019 | Q3 2023 | 19 |
NOMURA ASSET MANAGEMENT CO LTD | 17 | 2 | 0.01% | 0.08% | 0.17% | Q2 2018 | Q3 2023 | 19 |
Foundations Investment Advisors, LLC | 15 | 1 | 0.03% | 2.81% | 8.84% | Q2 2018 | Q3 2023 | 19 |
NORTH STAR ASSET MANAGEMENT INC | 14 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2023 | 19 |
Quad-Cities Investment Group, LLC | 7 | 6 | 0.12% | 0.67% | 1.78% | Q2 2018 | Q3 2023 | 19 |
Wealthquest Corp | 14 | 5 | 0.03% | 0.14% | 0.40% | Q4 2018 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 1.64% | 2.41% | 3.41% | Q1 2019 | Q3 2023 | 19 |
USA FINANCIAL FORMULAS | 17 | 2 | 0.00% | 0.28% | 0.73% | Q3 2018 | Q3 2023 | 19 |
DELTA ASSET MANAGEMENT LLC/TN | 15 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 19 |
EXANE DERIVATIVES | 11 | 4 | 0.00% | 0.17% | 1.51% | Q2 2018 | Q2 2022 | 19 |
AlphaStar Capital Management, LLC | 13 | 2 | 0.06% | 0.77% | 1.66% | Q2 2018 | Q3 2023 | 19 |
Brookstone Capital Management | 12 | 7 | 0.41% | 1.62% | 3.40% | Q2 2018 | Q3 2023 | 19 |
MOSELEY INVESTMENT MANAGEMENT INC | 19 | 19 | 0.20% | 0.30% | 0.50% | Q1 2019 | Q3 2023 | 19 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 17 | 2 | 0.01% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 19 |
Laurel Wealth Advisors, Inc. | 19 | 19 | 0.78% | 1.57% | 2.57% | Q2 2018 | Q4 2022 | 19 |
GAMBLE JONES INVESTMENT COUNSEL | 19 | 19 | 0.26% | 0.34% | 0.41% | Q2 2018 | Q4 2022 | 19 |
Riverview Trust Co | 19 | 19 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Coyle Financial Counsel LLC | 18 | 1 | 4.31% | 7.10% | 8.93% | Q2 2018 | Q1 2023 | 19 |
Robertson Stephens Wealth Management, LLC | 17 | 2 | 0.36% | 2.53% | 4.83% | Q4 2018 | Q3 2023 | 19 |
Harvest Investment Services, LLC | 19 | 19 | 0.81% | 3.45% | 5.72% | Q4 2018 | Q2 2023 | 19 |
Horan Securities, Inc. | 7 | 6 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q2 2023 | 19 |
Certified Advisory Corp | 11 | 8 | 0.68% | 1.31% | 2.74% | Q3 2018 | Q3 2023 | 19 |
FOUNDERS FINANCIAL SECURITIES LLC | 15 | 4 | 0.33% | 2.27% | 3.70% | Q4 2018 | Q3 2023 | 19 |
Private Advisory Group LLC | 11 | 8 | 0.16% | 0.87% | 2.24% | Q2 2018 | Q3 2023 | 19 |
Aspire Private Capital, LLC | 16 | 3 | 0.00% | 0.15% | 0.61% | Q4 2018 | Q3 2023 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 2.08% | 2.98% | 5.90% | Q3 2018 | Q3 2023 | 19 |
MONETA GROUP INVESTMENT ADVISORS LLC | 18 | 1 | 0.02% | 0.28% | 0.45% | Q2 2018 | Q3 2023 | 19 |
Windham Capital Management, LLC | 19 | 19 | 0.44% | 1.11% | 2.21% | Q1 2019 | Q3 2023 | 19 |
Larson Financial Group LLC | 18 | 1 | 0.02% | 3.24% | 6.74% | Q4 2018 | Q3 2023 | 19 |
Vigilare Wealth Management | 17 | 17 | 0.30% | 1.97% | 3.13% | Q4 2019 | Q4 2023 | 19 |
Private Wealth Group, LLC | 10 | 9 | 0.13% | 1.61% | 5.61% | Q2 2018 | Q3 2023 | 19 |
BERKSHIRE CAPITAL HOLDINGS INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 19 |
GOFEN & GLOSSBERG LLC /IL/ | 19 | 19 | 0.06% | 0.10% | 0.16% | Q2 2018 | Q4 2022 | 19 |
Bedel Financial Consulting, Inc. | 16 | 3 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q2 2023 | 19 |
WealthPLAN Partners, LLC | 14 | 5 | 0.21% | 0.59% | 0.88% | Q4 2018 | Q4 2023 | 19 |
M Holdings Securities, Inc. | 13 | 6 | 1.40% | 2.70% | 3.72% | Q2 2018 | Q2 2023 | 19 |
Pettinga Financial Advisors LLC | 19 | 19 | 0.87% | 1.59% | 3.40% | Q1 2019 | Q3 2023 | 19 |
Fusion Family Wealth LLC | 16 | 3 | 5.63% | 6.64% | 7.19% | Q4 2018 | Q3 2023 | 19 |
Calamos Advisors LLC | 14 | 14 | 0.02% | 0.64% | 2.00% | Q2 2020 | Q3 2023 | 19 |
CPWM, LLC | 19 | 19 | 0.17% | 0.25% | 0.29% | Q1 2018 | Q3 2022 | 19 |
Avalon Investment & Advisory | 14 | 5 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2023 | 19 |
CADINHA & CO LLC | 14 | 2 | 0.04% | 0.08% | 0.17% | Q2 2018 | Q3 2023 | 19 |
CRA Financial Services, LLC | 13 | 6 | 2.38% | 3.00% | 3.45% | Q4 2018 | Q3 2023 | 19 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 14 | 1 | 0.56% | 1.06% | 1.73% | Q3 2018 | Q3 2023 | 19 |
Ahrens Investment Partners LLC | 12 | 7 | 0.14% | 0.27% | 0.77% | Q2 2018 | Q1 2023 | 19 |
Ledyard National Bank | 19 | 19 | 0.04% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Savant Capital, LLC | 18 | 18 | 0.15% | 0.32% | 0.47% | Q2 2019 | Q3 2023 | 18 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 14 | 2 | 0.18% | 0.22% | 0.26% | Q2 2018 | Q3 2023 | 18 |
Almanack Investment Partners, LLC. | 14 | 2 | 0.05% | 0.46% | 1.68% | Q2 2018 | Q2 2023 | 18 |
WBH ADVISORY INC | 15 | 3 | 0.41% | 0.73% | 1.16% | Q1 2019 | Q3 2023 | 18 |
Abbot Financial Management, Inc. | 18 | 18 | 0.16% | 0.20% | 0.26% | Q2 2019 | Q3 2023 | 18 |
Copperwynd Financial, LLC | 7 | 2 | 0.10% | 3.13% | 9.73% | Q2 2018 | Q3 2023 | 18 |
Affinity Capital Advisors, LLC | 16 | 16 | 0.00% | 0.60% | 0.93% | Q4 2019 | Q3 2023 | 18 |
Corient Capital Partners, LLC | 18 | 18 | 0.19% | 0.26% | 0.35% | Q2 2018 | Q3 2022 | 18 |
Bellecapital International Ltd. | 18 | 18 | 0.08% | 0.11% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Proficio Capital Partners LLC | 9 | 9 | 0.06% | 1.57% | 4.48% | Q2 2018 | Q3 2023 | 18 |
FIRST NATIONAL BANK OF OMAHA | 18 | 18 | 0.02% | 0.22% | 0.35% | Q2 2019 | Q3 2023 | 18 |
Cerity Partners LLC | 14 | 1 | 0.21% | 0.52% | 0.83% | Q2 2018 | Q3 2023 | 18 |
MUFG Americas Holdings Corp | 18 | 18 | 0.05% | 0.08% | 0.10% | Q2 2018 | Q3 2022 | 18 |
SALEM INVESTMENT COUNSELORS INC | 18 | 18 | 0.06% | 0.08% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Alkeon Capital Management | 14 | 2 | 0.26% | 22.58% | 51.37% | Q2 2018 | Q3 2023 | 18 |
RFG Advisory, LLC | 11 | 7 | 0.06% | 0.49% | 3.24% | Q3 2018 | Q2 2023 | 18 |
Acorn Wealth Advisors, LLC | 18 | 18 | 0.18% | 0.42% | 0.64% | Q2 2019 | Q3 2023 | 18 |
MIZUHO SECURITIES USA LLC | 9 | 1 | 0.00% | 4.98% | 19.24% | Q2 2018 | Q2 2023 | 18 |
Altshuler Shaham Ltd | 17 | 17 | 0.01% | 2.89% | 29.09% | Q3 2018 | Q3 2022 | 18 |
Phocas Financial Corp. | 18 | 18 | 0.04% | 0.07% | 0.15% | Q2 2019 | Q3 2023 | 18 |
Aveo Capital Partners, LLC | 11 | 1 | 0.15% | 0.74% | 2.44% | Q2 2018 | Q3 2023 | 18 |
Smart Portfolios, LLC | 12 | 2 | 0.02% | 3.61% | 8.23% | Q2 2018 | Q3 2023 | 18 |
Edgestream Partners, L.P. | 6 | 2 | 0.22% | 1.05% | 2.81% | Q2 2018 | Q3 2023 | 18 |
HRT FINANCIAL LP | 13 | 2 | 0.13% | 2.68% | 7.72% | Q2 2018 | Q3 2023 | 18 |
SP Asset Management | 18 | 18 | 0.10% | 0.12% | 0.20% | Q2 2018 | Q3 2022 | 18 |
Centric Wealth Management | 17 | 17 | 0.00% | 1.07% | 1.56% | Q1 2019 | Q1 2023 | 18 |
Pensionmark Financial Group, LLC | 13 | 1 | 0.62% | 1.08% | 1.57% | Q4 2018 | Q3 2023 | 18 |
Covington Capital Management | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2018 | Q3 2022 | 18 |
PRUDENTIAL PLC | 17 | 1 | 0.01% | 0.96% | 8.27% | Q2 2018 | Q3 2023 | 18 |
Northstar Group, Inc. | 18 | 18 | 0.10% | 0.15% | 0.20% | Q2 2019 | Q3 2023 | 18 |
PREMIER ASSET MANAGEMENT LLC | 18 | 18 | 0.22% | 0.51% | 0.75% | Q2 2018 | Q3 2022 | 18 |
CYPRESS CAPITAL MANAGEMENT LLC | 18 | 18 | 0.14% | 0.16% | 0.19% | Q2 2018 | Q3 2022 | 18 |
American Portfolios Advisors | 18 | 18 | 1.53% | 2.00% | 2.46% | Q2 2018 | Q3 2022 | 18 |
Marathon Trading Investment Management LLC | 10 | 2 | 0.03% | 0.36% | 0.81% | Q2 2018 | Q3 2023 | 18 |
Personal Capital Advisors Corp | 16 | 2 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2022 | 18 |
Ashfield Capital Partners, LLC | 18 | 18 | 0.09% | 0.22% | 0.27% | Q2 2018 | Q3 2022 | 18 |
Round Table Services, LLC | 18 | 18 | 0.11% | 0.56% | 1.17% | Q2 2018 | Q3 2022 | 18 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 16 | 2 | 0.28% | 5.25% | 8.19% | Q1 2019 | Q3 2023 | 18 |
Clean Yield Group | 15 | 15 | 0.00% | 0.10% | 0.25% | Q1 2020 | Q3 2023 | 18 |
AIMZ Investment Advisors, LLC | 18 | 18 | 0.10% | 0.14% | 0.18% | Q2 2019 | Q3 2023 | 18 |
OARSMAN CAPITAL, INC. | 10 | 8 | 0.10% | 0.16% | 0.25% | Q2 2018 | Q3 2023 | 18 |
CANADA PENSION PLAN INVESTMENT BOARD | 12 | 1 | 0.01% | 0.61% | 1.00% | Q4 2018 | Q3 2023 | 18 |
PFG Advisors | 13 | 5 | 0.76% | 1.91% | 2.83% | Q2 2018 | Q3 2023 | 18 |
Advocacy Wealth Management Services, LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2022 | 18 |
Doyle Wealth Management | 18 | 18 | 0.09% | 0.12% | 0.14% | Q2 2018 | Q3 2022 | 18 |
HighTower Advisors, LLC | 6 | 1 | 0.00% | 0.43% | 1.19% | Q2 2018 | Q3 2023 | 18 |
KBC Group NV | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 18 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 18 | 18 | 1.45% | 4.37% | 6.33% | Q2 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.09% | 0.15% | 0.29% | Q2 2019 | Q3 2023 | 18 |
ACG Wealth | 18 | 18 | 0.16% | 0.21% | 0.30% | Q2 2018 | Q3 2022 | 18 |
Mascoma Wealth Management LLC | 12 | 6 | 0.18% | 0.99% | 2.11% | Q2 2018 | Q3 2023 | 18 |
Advisors Capital Management, LLC | 17 | 1 | 0.01% | 0.03% | 0.06% | Q3 2018 | Q2 2023 | 18 |
Crescent Grove Advisors, LLC | 17 | 1 | 1.15% | 1.79% | 2.38% | Q4 2018 | Q3 2023 | 18 |
Red Door Wealth Management, LLC | 16 | 16 | 0.15% | 0.37% | 0.71% | Q4 2019 | Q3 2023 | 18 |
Grandview Asset Management LLC | 8 | 5 | 0.33% | 2.51% | 6.59% | Q4 2018 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.24% | 0.87% | 1.34% | Q2 2019 | Q3 2023 | 18 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 10 | 8 | 0.80% | 1.30% | 3.46% | Q1 2019 | Q3 2023 | 18 |
AFFINITY WEALTH MANAGEMENT LLC | 6 | 6 | 1.64% | 6.20% | 18.19% | Q4 2018 | Q3 2023 | 18 |
Cribstone Capital Management, LLC | 12 | 6 | 0.04% | 0.15% | 0.36% | Q2 2018 | Q4 2022 | 18 |
Cypress Capital Management LLC (WY) | 16 | 1 | 0.10% | 0.15% | 0.19% | Q2 2018 | Q3 2023 | 18 |
Summit Asset Management, LLC | 16 | 2 | 0.09% | 0.27% | 0.39% | Q2 2018 | Q3 2023 | 18 |
Ancora Advisors LLC | 14 | 2 | 0.03% | 0.21% | 0.45% | Q2 2018 | Q3 2023 | 18 |
Lumbard & Kellner, LLC | 16 | 2 | 0.31% | 2.51% | 4.38% | Q1 2019 | Q3 2023 | 18 |
FIRST NATIONAL CORP /MA/ /ADV | 13 | 1 | 0.14% | 1.07% | 3.73% | Q4 2018 | Q3 2023 | 18 |
PRIO WEALTH LIMITED PARTNERSHIP | 14 | 4 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Highland Private Wealth Management | 18 | 18 | 0.04% | 0.11% | 0.28% | Q2 2018 | Q3 2022 | 18 |
Harfst & Associates, Inc. | 10 | 1 | 4.80% | 5.78% | 7.44% | Q2 2018 | Q3 2023 | 18 |
PATTON ALBERTSON MILLER GROUP, LLC | 18 | 18 | 0.05% | 0.26% | 0.46% | Q2 2019 | Q3 2023 | 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 13 | 13 | 0.04% | 0.23% | 0.83% | Q2 2018 | Q2 2021 | 18 |
REGENTATLANTIC CAPITAL LLC | 18 | 18 | 0.06% | 0.11% | 0.17% | Q2 2018 | Q3 2022 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 17 | 1 | 0.11% | 0.22% | 0.33% | Q1 2019 | Q3 2023 | 18 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Asset Management Group, Inc. | 18 | 18 | 0.59% | 2.26% | 3.18% | Q2 2019 | Q3 2023 | 18 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 14 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 18 |
Plancorp, LLC | 18 | 18 | 0.05% | 0.11% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.02% | 0.08% | 0.46% | Q4 2018 | Q3 2023 | 18 |
G&S Capital LLC | 13 | 1 | 0.01% | 2.51% | 6.09% | Q3 2018 | Q3 2023 | 18 |
INVERNESS COUNSEL LLC /NY/ | 18 | 18 | 0.02% | 0.08% | 0.16% | Q2 2018 | Q3 2022 | 18 |
Castle Rock Wealth Management, LLC | 17 | 1 | 0.26% | 1.17% | 2.05% | Q2 2018 | Q3 2023 | 18 |
Varma Mutual Pension Insurance Co | 8 | 1 | 0.31% | 7.24% | 37.48% | Q2 2018 | Q3 2023 | 18 |
Kingfisher Capital LLC | 14 | 4 | 0.17% | 0.55% | 0.77% | Q3 2018 | Q3 2023 | 18 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.13% | 0.61% | 1.22% | Q3 2019 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 15 | 2 | 0.03% | 0.05% | 0.17% | Q2 2019 | Q3 2023 | 17 |
Turim 21 Investimentos Ltda. | 10 | 7 | 0.00% | 5.37% | 24.36% | Q2 2019 | Q3 2023 | 17 |
MYCIO WEALTH PARTNERS, LLC | 7 | 4 | 0.06% | 0.19% | 0.34% | Q2 2018 | Q3 2023 | 17 |
Chanos & Co LP | 7 | 4 | 0.05% | 2.43% | 8.42% | Q2 2018 | Q3 2023 | 17 |
Venture Visionary Partners LLC | 16 | 16 | 0.00% | 1.60% | 3.28% | Q4 2019 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.08% | 0.26% | 0.52% | Q3 2019 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.01% | 0.62% | 2.47% | Q3 2019 | Q3 2023 | 17 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 1.86% | 3.19% | Q4 2019 | Q3 2023 | 17 |
Black Diamond Financial, LLC | 15 | 2 | 0.17% | 0.34% | 0.51% | Q2 2019 | Q3 2023 | 17 |
Delta Investment Management, LLC | 15 | 2 | 0.32% | 1.58% | 3.66% | Q2 2019 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.16% | 0.24% | 0.34% | Q3 2019 | Q3 2023 | 17 |
Selective Wealth Management, Inc. | 14 | 3 | 0.14% | 0.45% | 0.84% | Q3 2019 | Q4 2023 | 17 |
VisionPoint Advisory Group, LLC | 15 | 2 | 0.02% | 3.52% | 8.36% | Q4 2018 | Q3 2023 | 17 |
Modus Advisors, LLC | 17 | 17 | 2.07% | 4.14% | 7.41% | Q4 2019 | Q4 2023 | 17 |
VISTA CAPITAL PARTNERS, INC. | 17 | 17 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 17 |
Avondale Wealth Management | 17 | 17 | 1.06% | 9.10% | 12.70% | Q3 2019 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.06% | 0.18% | 0.28% | Q1 2019 | Q2 2023 | 17 |
Burleson & Company, LLC | 17 | 17 | 4.18% | 6.02% | 11.52% | Q3 2018 | Q3 2022 | 17 |
TLWM | 8 | 3 | 0.11% | 2.66% | 8.06% | Q2 2018 | Q3 2023 | 17 |
Titus Wealth Management | 17 | 17 | 3.78% | 4.81% | 5.64% | Q2 2018 | Q2 2022 | 17 |
Ironwood Investment Counsel, LLC | 17 | 17 | 0.08% | 0.15% | 0.24% | Q3 2019 | Q3 2023 | 17 |
Platte River Wealth Advisors, LLC | 14 | 1 | 0.03% | 3.02% | 3.92% | Q4 2019 | Q3 2023 | 17 |
Ford Financial Group, LLC | 12 | 5 | 0.23% | 0.93% | 2.42% | Q2 2018 | Q4 2022 | 17 |
Requisite Capital Management, LLC | 15 | 2 | 0.08% | 2.51% | 5.66% | Q1 2019 | Q3 2023 | 17 |
Spectrum Management Group, LLC | 16 | 1 | 0.02% | 0.23% | 0.44% | Q2 2018 | Q3 2022 | 17 |
First National Bank of Hutchinson | 17 | 17 | 0.21% | 0.40% | 0.57% | Q4 2018 | Q4 2022 | 17 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 7 | 4 | 0.08% | 0.14% | 0.22% | Q2 2018 | Q3 2023 | 17 |
Trilogy Capital Inc. | 14 | 3 | 0.04% | 0.83% | 3.74% | Q2 2018 | Q3 2023 | 17 |
Fluent Financial, LLC | 14 | 3 | 0.16% | 2.68% | 6.66% | Q3 2018 | Q3 2023 | 17 |
Islet Management, LP | 12 | 5 | 2.85% | 7.08% | 14.84% | Q4 2018 | Q2 2023 | 17 |
Waratah Capital Advisors Ltd. | 11 | 11 | 0.18% | 9.40% | 36.41% | Q1 2021 | Q3 2023 | 17 |
Sharkey, Howes & Javer | 17 | 17 | 0.08% | 0.14% | 0.18% | Q3 2019 | Q3 2023 | 17 |
Total Clarity Wealth Management, Inc. | 16 | 16 | 0.00% | 0.81% | 1.44% | Q4 2019 | Q3 2023 | 17 |
Madden Advisory Services, Inc. | 9 | 8 | 0.41% | 2.84% | 7.74% | Q4 2018 | Q3 2023 | 17 |
Annex Advisory Services, LLC | 16 | 1 | 0.03% | 0.06% | 0.09% | Q2 2018 | Q3 2023 | 17 |
PACIFIC FINANCIAL GROUP INC | 11 | 1 | 3.71% | 8.19% | 11.70% | Q4 2018 | Q3 2023 | 17 |
Financial Insights, Inc. | 9 | 8 | 0.31% | 1.10% | 2.06% | Q4 2018 | Q1 2023 | 17 |
CFO4Life Group, LLC | 17 | 17 | 0.10% | 0.16% | 0.28% | Q3 2019 | Q3 2023 | 17 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 14 | 3 | 1.84% | 3.22% | 4.87% | Q2 2018 | Q3 2022 | 17 |
Deer Park Road Corp | 11 | 1 | 7.98% | 18.97% | 37.49% | Q2 2018 | Q3 2023 | 17 |
TCG Advisory Services, LLC | 12 | 12 | 0.01% | 0.76% | 1.40% | Q4 2020 | Q3 2023 | 17 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 11 | 6 | 0.03% | 0.07% | 0.17% | Q2 2019 | Q3 2023 | 17 |
VPR Management LLC | 17 | 17 | 1.02% | 1.68% | 2.64% | Q3 2019 | Q3 2023 | 17 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.16% | 2.42% | 10.42% | Q4 2021 | Q3 2023 | 17 |
Chesley Taft & Associates LLC | 17 | 17 | 0.03% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 17 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 17 | 17 | 0.04% | 0.15% | 0.31% | Q2 2018 | Q2 2022 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.11% | 0.18% | 0.25% | Q2 2018 | Q2 2022 | 17 |
THRIVENT FINANCIAL FOR LUTHERANS | 16 | 1 | 0.02% | 0.08% | 0.17% | Q2 2018 | Q3 2023 | 17 |
LVW Advisors, LLC | 7 | 2 | 0.01% | 0.59% | 1.78% | Q3 2019 | Q3 2023 | 17 |
PFS INVESTMENTS INC. | 17 | 17 | 0.43% | 1.63% | 3.20% | Q2 2019 | Q2 2023 | 17 |
New England Private Wealth Advisors LLC | 16 | 1 | 0.88% | 1.14% | 1.39% | Q2 2019 | Q3 2023 | 17 |
MFA WEALTH ADVISORS, LLC | 11 | 1 | 1.66% | 5.15% | 15.44% | Q2 2018 | Q3 2023 | 17 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 8 | 2 | 0.38% | 5.47% | 9.34% | Q1 2019 | Q3 2023 | 17 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 5 | 1 | 0.56% | 4.26% | 11.60% | Q2 2018 | Q2 2023 | 17 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 0.19% | 0.74% | 1.84% | Q4 2018 | Q4 2023 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 17 |
CWA Asset Management Group, LLC | 16 | 1 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q3 2023 | 17 |
Well Done, LLC | 15 | 1 | 0.02% | 0.20% | 0.51% | Q4 2018 | Q3 2023 | 17 |
GeoWealth Management, LLC | 17 | 17 | 0.14% | 1.23% | 3.26% | Q3 2019 | Q3 2023 | 17 |
Kalos Management, Inc. | 15 | 2 | 0.35% | 1.80% | 3.08% | Q4 2018 | Q2 2023 | 17 |
Zions Bancorporation, N.A. | 17 | 17 | 0.01% | 0.28% | 0.56% | Q3 2019 | Q3 2023 | 17 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 13 | 13 | 0.92% | 32.01% | 98.07% | Q3 2020 | Q3 2023 | 17 |
Maven Securities LTD | 8 | 7 | 0.05% | 1.63% | 7.98% | Q4 2019 | Q3 2023 | 17 |
Cedar Wealth Management, LLC | 14 | 3 | 0.25% | 0.38% | 0.72% | Q4 2018 | Q3 2023 | 17 |
Wunderlich Capital Managemnt | 17 | 17 | 0.17% | 0.23% | 0.29% | Q3 2019 | Q3 2023 | 17 |
Intersect Capital LLC | 17 | 17 | 0.24% | 0.53% | 0.66% | Q2 2018 | Q2 2022 | 17 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 15 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
MURPHY CAPITAL MANAGEMENT INC | 17 | 17 | 2.77% | 3.33% | 3.94% | Q2 2018 | Q2 2022 | 17 |
Krilogy Financial LLC | 13 | 1 | 0.03% | 0.10% | 0.19% | Q3 2018 | Q1 2023 | 17 |
Cavalier Investments, LLC | 17 | 17 | 0.99% | 2.99% | 7.43% | Q3 2019 | Q3 2023 | 17 |
Joseph P. Lucia & Associates, LLC | 7 | 4 | 0.02% | 0.39% | 1.70% | Q1 2019 | Q3 2023 | 17 |
Rafferty Asset Management, LLC | 17 | 17 | 0.29% | 0.70% | 2.26% | Q3 2019 | Q3 2023 | 17 |
MidWestOne Financial Group, Inc. | 13 | 4 | 0.06% | 0.15% | 0.51% | Q2 2019 | Q3 2023 | 17 |
West Oak Capital, LLC | 17 | 17 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q2 2022 | 17 |
IFG Advisors, LLC | 17 | 17 | 8.99% | 12.11% | 14.90% | Q3 2019 | Q3 2023 | 17 |
ALTERNA WEALTH MANAGEMENT, INC | 9 | 8 | 0.12% | 2.06% | 4.93% | Q4 2018 | Q3 2023 | 17 |
XML Financial, LLC | 16 | 16 | 0.11% | 0.16% | 0.26% | Q4 2019 | Q3 2023 | 16 |
Garde Capital, Inc. | 16 | 16 | 0.21% | 1.46% | 2.49% | Q4 2019 | Q3 2023 | 16 |
HBW ADVISORY SERVICES LLC | 16 | 16 | 0.58% | 1.10% | 2.18% | Q4 2019 | Q3 2023 | 16 |
B. Riley Wealth Management, Inc. | 16 | 16 | 0.03% | 1.06% | 1.76% | Q3 2018 | Q2 2022 | 16 |
HOWARD FINANCIAL SERVICES, LTD. | 15 | 15 | 0.03% | 1.76% | 2.99% | Q1 2020 | Q3 2023 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 0.42% | 3.40% | 8.92% | Q4 2019 | Q3 2023 | 16 |
Wealthspire Advisors, LLC | 15 | 1 | 0.00% | 0.10% | 0.16% | Q4 2018 | Q3 2023 | 16 |
Banco BTG Pactual S.A. | 6 | 1 | 0.13% | 6.20% | 51.16% | Q3 2019 | Q1 2023 | 16 |
JMG Financial Group, Ltd. | 16 | 16 | 0.04% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 1 | 0.01% | 0.07% | 0.33% | Q3 2018 | Q3 2023 | 16 |
DOHJ, LLC | 16 | 16 | 2.06% | 3.24% | 4.63% | Q4 2019 | Q3 2023 | 16 |
True North Advisors, LLC | 16 | 16 | 0.10% | 0.18% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.30% | 2.24% | 4.73% | Q2 2019 | Q3 2023 | 16 |
ELM ADVISORS, LLC | 16 | 16 | 1.05% | 1.27% | 1.65% | Q2 2018 | Q1 2022 | 16 |
Key FInancial Inc | 16 | 16 | 0.23% | 0.30% | 0.39% | Q4 2019 | Q3 2023 | 16 |
J. L. Bainbridge & Co., Inc. | 16 | 16 | 0.05% | 0.09% | 0.20% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 2.63% | 3.11% | 3.45% | Q4 2019 | Q3 2023 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.18% | 0.48% | 0.82% | Q4 2019 | Q3 2023 | 16 |
Pflug Koory, LLC | 14 | 2 | 0.01% | 3.07% | 4.29% | Q2 2018 | Q3 2023 | 16 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 5 | 2 | 0.66% | 7.24% | 17.12% | Q2 2018 | Q3 2023 | 16 |
Tempus Wealth Planning, LLC | 16 | 16 | 0.70% | 1.51% | 2.17% | Q4 2019 | Q3 2023 | 16 |
Peak Financial Management, Inc. | 16 | 16 | 0.09% | 1.75% | 3.48% | Q4 2019 | Q3 2023 | 16 |
MOODY NATIONAL BANK TRUST DIVISION | 16 | 16 | 0.01% | 0.08% | 0.24% | Q4 2018 | Q3 2022 | 16 |
Capital Wealth Alliance, LLC | 16 | 16 | 0.18% | 1.03% | 1.98% | Q4 2019 | Q3 2023 | 16 |
WJ Wealth Management, LLC | 16 | 16 | 4.77% | 10.74% | 21.08% | Q4 2019 | Q3 2023 | 16 |
CNB Bank | 15 | 1 | 0.02% | 0.09% | 0.16% | Q2 2019 | Q3 2023 | 16 |
CastleArk Alternatives, LLC | 13 | 1 | 0.36% | 2.89% | 8.34% | Q2 2018 | Q3 2022 | 16 |
CAPITAL ADVISORS INC/OK | 16 | 16 | 0.01% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Carl P. Sherr & Co., LLC | 16 | 16 | 1.28% | 1.63% | 1.94% | Q4 2019 | Q3 2023 | 16 |
Rain Capital Management, LLC | 16 | 16 | 0.05% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 16 |
PointState Capital LP | 11 | 1 | 0.30% | 2.78% | 10.30% | Q2 2018 | Q1 2023 | 16 |
Apexium Financial, LP | 16 | 16 | 5.70% | 7.21% | 10.35% | Q4 2019 | Q3 2023 | 16 |
Concentrum Wealth Management | 16 | 16 | 0.72% | 2.75% | 3.91% | Q4 2019 | Q3 2023 | 16 |
Formidable Asset Management, LLC | 7 | 3 | 0.13% | 0.23% | 0.50% | Q2 2019 | Q3 2023 | 16 |
ICW Investment Advisors LLC | 16 | 16 | 0.28% | 0.35% | 0.41% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 1.11% | 4.79% | 7.63% | Q4 2019 | Q3 2023 | 16 |
Stewardship Advisors, LLC | 16 | 16 | 0.32% | 3.42% | 5.02% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.45% | 0.92% | 1.33% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.29% | 3.28% | 6.20% | Q4 2019 | Q3 2023 | 16 |
Smart Money Group LLC | 16 | 16 | 0.61% | 3.24% | 6.83% | Q4 2019 | Q3 2023 | 16 |
FDx Advisors, Inc. | 6 | 2 | 0.01% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 16 |
M&R CAPITAL MANAGEMENT INC | 11 | 5 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q4 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 15.64% | 18.03% | 20.23% | Q4 2019 | Q3 2023 | 16 |
Versant Capital Management, Inc | 13 | 3 | 0.01% | 0.20% | 0.34% | Q2 2018 | Q4 2023 | 16 |
EPIQ Capital Group, LLC | 16 | 16 | 0.22% | 0.58% | 1.24% | Q4 2019 | Q3 2023 | 16 |
ROVIN CAPITAL /UT/ /ADV | 16 | 16 | 1.88% | 10.47% | 18.82% | Q4 2019 | Q3 2023 | 16 |
Aft, Forsyth & Sober, LLC | 16 | 16 | 2.35% | 6.46% | 8.35% | Q4 2019 | Q3 2023 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.68% | 1.09% | 1.36% | Q4 2019 | Q3 2023 | 16 |
Edenbrook Capital, LLC | 16 | 16 | 5.32% | 12.05% | 24.07% | Q4 2019 | Q3 2023 | 16 |
NorthRock Partners, LLC | 16 | 16 | 0.33% | 0.37% | 0.43% | Q4 2019 | Q3 2023 | 16 |
CreativeOne Wealth, LLC | 11 | 1 | 0.15% | 0.46% | 1.02% | Q2 2019 | Q3 2023 | 16 |
FORTEM FINANCIAL GROUP, LLC | 16 | 16 | 0.94% | 2.32% | 3.83% | Q4 2019 | Q3 2023 | 16 |
LifeSteps Financial, Inc. | 16 | 16 | 8.50% | 12.36% | 14.60% | Q4 2019 | Q3 2023 | 16 |
PETERSON WEALTH MANAGEMENT | 16 | 16 | 3.81% | 7.16% | 9.39% | Q4 2019 | Q3 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.22% | 0.30% | 0.54% | Q4 2019 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.90% | 1.18% | 1.38% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.18% | 0.27% | 0.37% | Q4 2019 | Q3 2023 | 16 |
PALLADIUM PARTNERS LLC | 16 | 16 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q1 2022 | 16 |
Verity Asset Management, Inc. | 12 | 2 | 0.52% | 1.25% | 2.07% | Q2 2018 | Q4 2022 | 16 |
Advisor Resource Council | 10 | 10 | 0.01% | 1.43% | 3.05% | Q2 2021 | Q3 2023 | 16 |
Verde Capital Management | 16 | 16 | 3.08% | 5.39% | 8.05% | Q4 2019 | Q3 2023 | 16 |
KINGS POINT CAPITAL MANAGEMENT | 16 | 16 | 0.23% | 0.28% | 0.32% | Q2 2018 | Q1 2022 | 16 |
J.W. COLE ADVISORS, INC. | 16 | 16 | 1.21% | 2.14% | 3.07% | Q4 2019 | Q3 2023 | 16 |
Curtis Advisory Group, LLC | 16 | 16 | 2.54% | 3.19% | 3.98% | Q4 2019 | Q3 2023 | 16 |
Virtu Financial LLC | 7 | 1 | 0.18% | 1.35% | 2.85% | Q2 2018 | Q3 2022 | 16 |
Asset Allocation & Management Company, LLC | 16 | 16 | 0.36% | 0.62% | 0.92% | Q4 2019 | Q3 2023 | 16 |
Integrated Investment Consultants, LLC | 15 | 15 | 0.05% | 1.16% | 1.88% | Q1 2020 | Q3 2023 | 16 |
TL Private Wealth | 16 | 16 | 0.14% | 0.21% | 0.29% | Q4 2019 | Q3 2023 | 16 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 13 | 3 | 0.06% | 0.15% | 0.29% | Q2 2018 | Q2 2022 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.39% | 1.33% | 3.70% | Q4 2019 | Q3 2023 | 16 |
ST GERMAIN D J CO INC | 10 | 1 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2023 | 16 |
PDS Planning, Inc | 16 | 16 | 0.05% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.61% | 1.21% | 4.31% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Westwind Capital | 16 | 16 | 0.50% | 1.01% | 1.49% | Q1 2020 | Q4 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.07% | 0.21% | 0.39% | Q4 2019 | Q3 2023 | 16 |
AlphaCore Capital LLC | 16 | 16 | 0.44% | 5.45% | 12.83% | Q4 2019 | Q3 2023 | 16 |
Migdal Insurance & Financial Holdings Ltd. | 12 | 1 | 0.00% | 0.55% | 3.01% | Q2 2018 | Q3 2023 | 16 |
PSI Advisors, LLC | 16 | 16 | 6.32% | 11.52% | 17.60% | Q4 2019 | Q3 2023 | 16 |
Calamos Wealth Management LLC | 15 | 15 | 0.04% | 0.09% | 0.24% | Q1 2020 | Q3 2023 | 16 |
BCS Wealth Management | 16 | 16 | 0.52% | 0.96% | 2.47% | Q4 2019 | Q3 2023 | 16 |
Archon Capital Management LLC | 5 | 1 | 4.33% | 15.36% | 32.18% | Q2 2018 | Q3 2023 | 16 |
Aurora Investment Managers, LLC. | 16 | 16 | 3.76% | 6.71% | 9.18% | Q4 2019 | Q3 2023 | 16 |
Biondo Investment Advisors, LLC | 13 | 3 | 0.04% | 0.06% | 0.07% | Q3 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.05% | 0.91% | 1.64% | Q4 2019 | Q3 2023 | 16 |
Bay Rivers Group | 16 | 16 | 3.50% | 4.06% | 5.52% | Q4 2019 | Q3 2023 | 16 |
Leelyn Smith, LLC | 16 | 16 | 0.51% | 0.74% | 0.92% | Q4 2019 | Q3 2023 | 16 |
WASHBURN CAPITAL MANAGEMENT, INC. | 16 | 16 | 6.88% | 11.06% | 16.68% | Q4 2019 | Q3 2023 | 16 |
WealthShield Partners, LLC | 10 | 1 | 0.02% | 0.19% | 0.96% | Q2 2019 | Q3 2023 | 16 |
BEAM WEALTH ADVISORS, INC. | 16 | 16 | 0.79% | 2.21% | 3.54% | Q4 2019 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 0.13% | 0.16% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.05% | 0.87% | 1.69% | Q4 2019 | Q3 2023 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.73% | 3.62% | 5.65% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.13% | 0.27% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Emerald Advisors, LLC | 16 | 16 | 0.10% | 0.26% | 0.50% | Q4 2019 | Q3 2023 | 16 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 16 | 16 | 0.24% | 0.28% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Continuum Advisory, LLC | 14 | 2 | 0.17% | 0.46% | 1.48% | Q2 2018 | Q3 2023 | 16 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 16 | 16 | 0.20% | 0.59% | 0.86% | Q2 2018 | Q1 2022 | 16 |
Baldrige Asset Management LLC | 16 | 16 | 0.10% | 0.18% | 0.24% | Q2 2019 | Q1 2023 | 16 |
Systelligence, LLC | 10 | 6 | 1.20% | 2.15% | 4.12% | Q4 2019 | Q4 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
NATIXIS | 6 | 1 | 1.28% | 2.59% | 4.00% | Q2 2018 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.11% | 0.18% | 0.22% | Q4 2019 | Q3 2023 | 16 |
STRATEGY ASSET MANAGERS LLC | 16 | 16 | 0.35% | 0.71% | 1.02% | Q4 2019 | Q3 2023 | 16 |
First Washington CORP | 15 | 1 | 0.01% | 1.33% | 6.68% | Q3 2018 | Q3 2023 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.95% | 1.23% | 2.08% | Q4 2019 | Q3 2023 | 16 |
Barrett Asset Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2022 | 16 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 16 | 16 | 10.39% | 12.97% | 15.34% | Q4 2019 | Q3 2023 | 16 |
Ellevest, Inc. | 9 | 2 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q1 2023 | 16 |
STEEL GROVE CAPITAL ADVISORS, LLC | 15 | 1 | 0.05% | 12.23% | 21.99% | Q4 2018 | Q3 2023 | 16 |
FARMERS TRUST CO | 16 | 16 | 0.06% | 0.87% | 1.57% | Q4 2019 | Q3 2023 | 16 |
IMC-Chicago, LLC | 7 | 3 | 0.01% | 0.50% | 2.88% | Q4 2019 | Q3 2023 | 16 |
Cooper Financial Group | 13 | 3 | 0.21% | 0.58% | 1.48% | Q2 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.12% | 0.83% | 2.05% | Q4 2018 | Q3 2022 | 16 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.64% | 1.82% | Q1 2022 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.09% | 0.49% | 0.87% | Q4 2019 | Q3 2023 | 16 |
360 Financial, Inc. | 16 | 16 | 4.18% | 4.82% | 5.50% | Q4 2019 | Q3 2023 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 15 | 1 | 0.11% | 0.34% | 0.88% | Q4 2018 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 3.89% | 5.67% | 7.11% | Q4 2019 | Q3 2023 | 16 |
TWO SIGMA ADVISERS, LP | 9 | 1 | 0.02% | 0.30% | 0.58% | Q3 2018 | Q3 2023 | 16 |
Eagle Capital Management, LLC | 8 | 1 | 0.12% | 5.35% | 12.90% | Q2 2018 | Q3 2023 | 16 |
NOESIS CAPITAL MANGEMENT CORP | 12 | 4 | 0.05% | 0.10% | 0.15% | Q2 2019 | Q3 2023 | 16 |
BOENNING & SCATTERGOOD, INC. | 13 | 1 | 0.08% | 0.14% | 0.18% | Q2 2018 | Q4 2022 | 16 |
HOEY INVESTMENTS, INC | 16 | 16 | 0.00% | 0.01% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Hummer Financial Advisory Services Inc | 16 | 16 | 1.00% | 1.39% | 1.59% | Q4 2019 | Q3 2023 | 16 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2022 | 16 |
People's United Financial, Inc. | 16 | 16 | 0.04% | 0.11% | 0.16% | Q2 2018 | Q1 2022 | 16 |
Stadion Money Management, LLC | 13 | 1 | 1.94% | 6.43% | 10.55% | Q2 2018 | Q2 2023 | 16 |
Wealthstreet Investment Advisors, LLC | 16 | 16 | 1.03% | 1.82% | 3.81% | Q2 2018 | Q1 2022 | 16 |
Koshinski Asset Management, Inc. | 6 | 3 | 0.75% | 1.03% | 1.29% | Q4 2018 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 1.20% | 1.75% | 2.42% | Q4 2019 | Q3 2023 | 16 |
Investors Research Corp | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.31% | 0.39% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Circle Wealth Management, LLC | 16 | 16 | 0.45% | 1.60% | 2.09% | Q4 2019 | Q3 2023 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 2.64% | 3.56% | 4.52% | Q4 2019 | Q3 2023 | 16 |
DOWLING & YAHNKE LLC | 14 | 2 | 0.08% | 0.13% | 0.19% | Q2 2018 | Q3 2022 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.18% | 0.24% | 0.27% | Q4 2019 | Q3 2023 | 16 |
Aurora Private Wealth, Inc. | 16 | 16 | 0.92% | 2.78% | 5.18% | Q4 2019 | Q3 2023 | 16 |
Wall Capital Group, Inc. | 16 | 16 | 0.68% | 0.81% | 1.06% | Q2 2018 | Q1 2022 | 16 |
Connecticut Wealth Management, LLC | 11 | 1 | 1.58% | 2.94% | 3.95% | Q2 2019 | Q3 2023 | 16 |
Blue Zone Wealth Advisors, LLC | 16 | 16 | 5.82% | 10.19% | 13.72% | Q4 2019 | Q3 2023 | 16 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 16 | 16 | 0.08% | 0.64% | 1.44% | Q3 2018 | Q2 2022 | 16 |
Roof Eidam Maycock Peralta, LLC | 16 | 16 | 0.10% | 0.60% | 2.66% | Q4 2019 | Q3 2023 | 16 |
NAPLES GLOBAL ADVISORS, LLC | 16 | 16 | 0.05% | 0.14% | 0.20% | Q4 2019 | Q3 2023 | 16 |
StrongBox Wealth, LLC | 16 | 16 | 2.98% | 3.85% | 4.58% | Q1 2020 | Q4 2023 | 16 |
Altus Wealth Management, LLC | 16 | 16 | 13.33% | 16.89% | 20.24% | Q4 2019 | Q3 2023 | 16 |
CAPE COD FIVE CENTS SAVINGS BANK | 11 | 2 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q3 2022 | 16 |
Adaptive Financial Consulting, LLC | 16 | 16 | 5.58% | 6.42% | 7.34% | Q4 2019 | Q3 2023 | 16 |
Polaris Wealth Advisory Group, LLC | 16 | 16 | 0.03% | 0.28% | 0.71% | Q3 2019 | Q2 2023 | 16 |
Tidal Investments LLC | 15 | 1 | 0.04% | 0.10% | 0.39% | Q2 2019 | Q3 2023 | 16 |
Clarity Wealth Advisors, LLC | 16 | 16 | 7.02% | 7.53% | 8.19% | Q4 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.30% | 0.39% | 0.50% | Q4 2019 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.56% | 1.22% | 1.75% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Community Financial Services Group, LLC | 15 | 1 | 0.24% | 0.46% | 0.70% | Q2 2018 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.76% | 1.06% | 1.40% | Q4 2019 | Q3 2023 | 16 |
MEANS INVESTMENT CO., INC. | 16 | 16 | 0.05% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
EWG Elevate Inc. | 16 | 16 | 0.10% | 1.83% | 4.58% | Q4 2019 | Q3 2023 | 16 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.33% | 1.09% | Q2 2018 | Q3 2023 | 16 |
NWK Group, Inc. | 16 | 16 | 0.70% | 0.90% | 1.14% | Q4 2019 | Q3 2023 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.90% | 1.71% | 2.45% | Q4 2019 | Q3 2023 | 16 |
DOLIVER ADVISORS, LP | 5 | 2 | 0.00% | 0.25% | 1.45% | Q1 2019 | Q2 2023 | 15 |
GUYASUTA INVESTMENT ADVISORS INC | 14 | 1 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 15 |
Davidson Capital Management Inc. | 14 | 1 | 0.33% | 3.86% | 24.04% | Q4 2019 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.94% | 1.81% | 2.94% | Q4 2019 | Q3 2023 | 15 |
Fragasso Group Inc. | 15 | 15 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q4 2023 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 0.49% | 1.43% | 3.07% | Q1 2020 | Q3 2023 | 15 |
Stevard, LLC | 10 | 5 | 1.29% | 4.72% | 10.69% | Q4 2019 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.07% | 0.11% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Ridgewood Investments LLC | 14 | 1 | 0.00% | 0.70% | 1.02% | Q1 2019 | Q3 2023 | 15 |
HT Partners LLC | 14 | 1 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 15 |
Private Wealth Strategies, L.L.C. | 13 | 2 | 3.09% | 4.29% | 5.38% | Q4 2019 | Q3 2023 | 15 |
Main Management ETF Advisors, LLC | 15 | 15 | 5.54% | 9.42% | 10.94% | Q1 2020 | Q3 2023 | 15 |
JACKSON SQUARE CAPITAL, LLC | 12 | 3 | 0.11% | 0.21% | 0.32% | Q4 2019 | Q3 2023 | 15 |
Horst & Graben Wealth Management LLC | 15 | 15 | 0.10% | 0.13% | 0.15% | Q1 2020 | Q3 2023 | 15 |
Sanchez Wealth Management Group | 15 | 15 | 4.22% | 9.55% | 13.79% | Q1 2020 | Q3 2023 | 15 |
Boston Trust Walden Corp | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 15 | 15 | 0.60% | 1.57% | 2.51% | Q2 2018 | Q4 2021 | 15 |
Carroll Financial Associates, Inc. | 15 | 15 | 0.09% | 0.26% | 0.50% | Q2 2018 | Q4 2021 | 15 |
LAZARD ASSET MANAGEMENT LLC | 14 | 1 | 0.01% | 0.01% | 0.06% | Q3 2019 | Q3 2023 | 15 |
AFFINIA FINANCIAL GROUP, LLC | 15 | 15 | 0.24% | 0.73% | 2.64% | Q4 2019 | Q2 2023 | 15 |
Grassi Investment Management | 14 | 1 | 0.40% | 0.46% | 0.52% | Q1 2019 | Q3 2023 | 15 |
X-Square Capital, LLC | 15 | 15 | 0.37% | 0.71% | 0.98% | Q3 2019 | Q1 2023 | 15 |
Westhampton Capital, LLC | 9 | 6 | 0.17% | 0.35% | 0.46% | Q4 2019 | Q3 2023 | 15 |
InterOcean Capital Group, LLC | 12 | 12 | 0.00% | 0.30% | 0.83% | Q4 2020 | Q3 2023 | 15 |
Bluefin Trading, LLC | 7 | 7 | 0.00% | 0.20% | 1.08% | Q4 2018 | Q2 2020 | 15 |
BOK Financial Private Wealth, Inc. | 8 | 7 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q3 2023 | 15 |
McAdam, LLC | 13 | 2 | 0.00% | 0.09% | 0.26% | Q2 2018 | Q3 2023 | 15 |
QP WEALTH MANAGEMENT, LLC | 12 | 3 | 1.20% | 1.69% | 2.20% | Q4 2019 | Q3 2023 | 15 |
F&V Capital Management, LLC | 15 | 15 | 0.25% | 0.56% | 0.86% | Q1 2020 | Q3 2023 | 15 |
Clarus Wealth Advisors | 9 | 1 | 0.00% | 0.97% | 1.99% | Q3 2018 | Q2 2023 | 15 |
Glenview Trust Co | 14 | 1 | 0.02% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 15 |
Gray Wealth Management Inc. | 15 | 15 | 1.58% | 2.02% | 2.24% | Q1 2020 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Powell Investment Advisors, LLC | 15 | 15 | 1.70% | 3.85% | 4.44% | Q1 2020 | Q3 2023 | 15 |
180 WEALTH ADVISORS, LLC | 15 | 15 | 0.16% | 0.18% | 0.20% | Q1 2020 | Q3 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
RGT Wealth Advisors, LLC | 11 | 4 | 0.06% | 0.92% | 4.80% | Q3 2018 | Q3 2022 | 15 |
Zurich Insurance Group Ltd/FI | 15 | 15 | 0.02% | 0.98% | 1.83% | Q2 2018 | Q4 2021 | 15 |
REDW Wealth LLC | 14 | 14 | 0.01% | 0.54% | 1.10% | Q2 2020 | Q3 2023 | 15 |
Genesee Capital Advisors, LLC | 5 | 2 | 0.17% | 2.74% | 4.85% | Q4 2018 | Q3 2023 | 15 |
CVA Family Office, LLC | 12 | 3 | 0.20% | 0.57% | 1.33% | Q4 2019 | Q3 2023 | 15 |
LYELL WEALTH MANAGEMENT, LP | 14 | 1 | 0.06% | 0.12% | 0.19% | Q4 2019 | Q3 2023 | 15 |
Gateway Advisory, LLC | 9 | 1 | 0.07% | 0.97% | 3.52% | Q4 2018 | Q3 2023 | 15 |
Trinity Wealth Management, LLC | 12 | 3 | 5.56% | 8.45% | 9.94% | Q4 2019 | Q3 2023 | 15 |
FULTON BREAKEFIELD BROENNIMAN LLC | 9 | 6 | 0.15% | 0.21% | 0.26% | Q4 2019 | Q3 2023 | 15 |
Janney Montgomery Scott LLC | 11 | 2 | 0.84% | 1.00% | 1.29% | Q2 2018 | Q3 2023 | 15 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 12 | 3 | 3.20% | 4.98% | 6.72% | Q4 2019 | Q3 2023 | 15 |
ALTFEST L J & CO INC | 15 | 15 | 0.12% | 0.57% | 6.13% | Q1 2020 | Q3 2023 | 15 |
PERSONAL CFO SOLUTIONS, LLC | 10 | 5 | 0.23% | 0.38% | 0.91% | Q4 2019 | Q3 2023 | 15 |
Intellectus Partners, LLC | 7 | 1 | 0.04% | 0.26% | 0.81% | Q3 2018 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 1.06% | 1.40% | 1.74% | Q1 2020 | Q3 2023 | 15 |
ARROW FINANCIAL CORP | 15 | 15 | 0.00% | 1.37% | 3.60% | Q1 2020 | Q3 2023 | 15 |
MARINO, STRAM & ASSOCIATES LLC | 9 | 2 | 0.03% | 0.37% | 0.89% | Q2 2018 | Q3 2023 | 15 |
AVALON CAPITAL MANAGEMENT | 11 | 2 | 0.12% | 1.75% | 6.95% | Q2 2018 | Q3 2023 | 15 |
PENINSULA ASSET MANAGEMENT INC | 15 | 15 | 0.22% | 0.25% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Karp Capital Management Corp | 11 | 4 | 1.04% | 1.83% | 3.98% | Q3 2018 | Q3 2022 | 15 |
PRUDENT INVESTORS NETWORK, INC. | 15 | 15 | 6.56% | 8.35% | 10.36% | Q1 2020 | Q3 2023 | 15 |
Fullerton Fund Management Co Ltd. | 11 | 1 | 0.07% | 3.00% | 8.23% | Q3 2018 | Q3 2023 | 15 |
WIMMER ASSOCIATES 1, LLC | 15 | 15 | 0.51% | 0.57% | 0.64% | Q1 2020 | Q3 2023 | 15 |
COMERICA SECURITIES,INC. | 9 | 2 | 0.77% | 1.16% | 1.75% | Q1 2019 | Q3 2023 | 15 |
CPMG Inc | 15 | 15 | 0.02% | 0.33% | 1.37% | Q2 2018 | Q4 2021 | 15 |
Triton Wealth Management, PLLC | 15 | 15 | 6.54% | 10.10% | 13.83% | Q1 2020 | Q3 2023 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 0.32% | 0.45% | 0.70% | Q4 2019 | Q3 2023 | 15 |
GAMCO INVESTORS, INC. ET AL | 7 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2023 | 15 |
Rokos Capital Management LLP | 6 | 1 | 0.08% | 14.09% | 30.22% | Q3 2020 | Q3 2023 | 15 |
Parcion Private Wealth LLC | 9 | 6 | 0.07% | 1.07% | 3.78% | Q4 2019 | Q3 2023 | 15 |
Bank of Marin | 14 | 1 | 1.44% | 2.00% | 2.55% | Q4 2019 | Q3 2023 | 15 |
Barnett & Company, Inc. | 15 | 15 | 0.00% | 0.02% | 0.07% | Q2 2018 | Q4 2021 | 15 |
Paradigm Financial Advisors, LLC | 15 | 15 | 3.01% | 4.77% | 6.18% | Q2 2018 | Q4 2021 | 15 |
Johanson Financial Advisors, Inc. | 15 | 15 | 0.30% | 0.59% | 0.71% | Q2 2018 | Q4 2021 | 15 |
Schneider Downs Wealth Management Advisors, LP | 14 | 1 | 0.07% | 0.11% | 0.32% | Q1 2019 | Q3 2023 | 15 |
Waldron Private Wealth LLC | 13 | 2 | 0.02% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
EATON VANCE MANAGEMENT | 9 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2022 | 15 |
Great Diamond Partners, LLC | 14 | 1 | 0.00% | 0.65% | 2.97% | Q4 2019 | Q3 2023 | 15 |
Armbruster Capital Management, Inc. | 15 | 15 | 0.07% | 0.13% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Emery Howard Portfolio Management, Inc. | 15 | 15 | 1.54% | 2.21% | 3.04% | Q2 2018 | Q4 2021 | 15 |
Capstone Financial Advisors, Inc. | 14 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 15 |
MAIRS & POWER INC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
S.A. Mason LLC | 15 | 15 | 0.36% | 0.55% | 0.80% | Q1 2020 | Q3 2023 | 15 |
Keudell/Morrison Wealth Management | 12 | 1 | 0.49% | 0.72% | 1.00% | Q3 2019 | Q3 2023 | 15 |
Arkadios Wealth Advisors | 14 | 14 | 0.00% | 0.59% | 1.40% | Q2 2020 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.12% | 0.22% | 0.38% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 1.22% | 2.20% | 3.13% | Q4 2019 | Q3 2023 | 15 |
Beacon Financial Advisory LLC | 15 | 15 | 0.54% | 0.96% | 1.32% | Q1 2020 | Q3 2023 | 15 |
Sageworth Trust Co | 9 | 6 | 0.00% | 0.06% | 0.15% | Q2 2019 | Q1 2023 | 15 |
Van Hulzen Asset Management, LLC | 11 | 4 | 0.07% | 0.18% | 0.77% | Q4 2019 | Q3 2023 | 15 |
One Capital Management, LLC | 15 | 15 | 0.26% | 1.16% | 2.38% | Q1 2020 | Q3 2023 | 15 |
FIRST MIDWEST BANK TRUST DIVISION | 15 | 15 | 0.03% | 0.14% | 0.52% | Q2 2018 | Q4 2021 | 15 |
CKW FINANCIAL GROUP | 15 | 15 | 0.00% | 1.06% | 8.63% | Q1 2020 | Q3 2023 | 15 |
Cheviot Value Management, LLC | 15 | 15 | 0.57% | 0.92% | 1.41% | Q1 2020 | Q3 2023 | 15 |
Johnson Financial Group, Inc. | 14 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 15 |
Manchester Capital Management LLC | 11 | 1 | 0.00% | 0.08% | 0.65% | Q3 2019 | Q3 2023 | 15 |
Financial Sense Advisors, Inc. | 6 | 1 | 0.06% | 0.98% | 11.65% | Q2 2019 | Q3 2023 | 15 |
Cornerstone Wealth Group, LLC | 14 | 1 | 0.07% | 0.98% | 5.23% | Q1 2019 | Q3 2023 | 15 |
Hanson & Doremus Investment Management | 8 | 7 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 15 |
BRR OpCo, LLC | 10 | 5 | 0.03% | 0.05% | 0.09% | Q4 2018 | Q3 2022 | 15 |
Dougherty Wealth Advisers LLC | 15 | 15 | 0.00% | 2.62% | 9.17% | Q1 2020 | Q3 2023 | 15 |
INGALLS & SNYDER LLC | 12 | 1 | 0.01% | 0.05% | 0.06% | Q3 2019 | Q3 2023 | 15 |
Foster Victor Wealth Advisors, LLC | 15 | 15 | 0.09% | 0.67% | 3.07% | Q1 2020 | Q3 2023 | 15 |
McGuire Investment Group, LLC | 6 | 1 | 0.60% | 0.68% | 0.93% | Q3 2018 | Q3 2023 | 15 |
REILLY FINANCIAL ADVISORS, LLC | 15 | 15 | 0.11% | 0.14% | 0.19% | Q2 2018 | Q4 2021 | 15 |
Money Design Co.,Ltd. | 14 | 1 | 0.10% | 4.37% | 6.23% | Q2 2018 | Q3 2023 | 15 |
Meridian Wealth Advisors, LLC | 15 | 15 | 0.08% | 0.17% | 0.31% | Q1 2020 | Q3 2023 | 15 |
Cadence Bank | 15 | 15 | 0.05% | 0.12% | 0.23% | Q1 2020 | Q3 2023 | 15 |
Country Club Trust Company, n.a. | 15 | 15 | 0.05% | 0.11% | 0.18% | Q2 2018 | Q4 2021 | 15 |
Shilanski & Associates, Inc. | 14 | 1 | 0.10% | 0.22% | 1.32% | Q4 2019 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.12% | 0.19% | 0.26% | Q4 2019 | Q3 2023 | 15 |
Bedell Frazier Investment Counselling, LLC | 10 | 1 | 0.07% | 0.21% | 0.64% | Q3 2018 | Q4 2022 | 15 |
MADDEN SECURITIES Corp | 14 | 1 | 0.37% | 0.66% | 1.27% | Q4 2019 | Q3 2023 | 15 |
Demars Financial Group, LLC | 15 | 15 | 0.14% | 1.06% | 2.33% | Q1 2020 | Q3 2023 | 15 |
PAX Financial Group, LLC | 12 | 3 | 0.13% | 0.17% | 0.23% | Q4 2019 | Q3 2023 | 15 |
RMR Wealth Builders | 14 | 1 | 0.71% | 1.20% | 1.83% | Q4 2019 | Q3 2023 | 15 |
Bell & Brown Wealth Advisors, LLC | 10 | 2 | 0.11% | 0.28% | 0.43% | Q2 2018 | Q2 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.00% | 0.01% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Consolidated Planning Corp | 9 | 6 | 0.18% | 0.96% | 2.47% | Q4 2019 | Q3 2023 | 15 |
National Mutual Insurance Federation of Agricultural Cooperatives | 13 | 1 | 1.24% | 6.55% | 8.10% | Q3 2018 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.47% | 0.67% | 1.42% | Q1 2020 | Q3 2023 | 15 |
55I, LLC | 14 | 14 | 0.08% | 0.17% | 0.38% | Q2 2019 | Q3 2022 | 14 |
PIERSHALE FINANCIAL GROUP, INC. | 7 | 1 | 0.01% | 8.01% | 13.94% | Q2 2018 | Q2 2023 | 14 |
Atlantic Union Bankshares Corp | 14 | 14 | 0.03% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 14 |
SECURITY NATIONAL TRUST CO | 14 | 14 | 0.43% | 0.49% | 0.57% | Q2 2018 | Q3 2021 | 14 |
Claro Advisors LLC | 11 | 1 | 0.09% | 1.13% | 2.10% | Q4 2018 | Q3 2023 | 14 |
Petix & Botte Co | 7 | 3 | 1.68% | 2.47% | 3.24% | Q4 2019 | Q3 2023 | 14 |
Arvest Bank Trust Division | 14 | 14 | 0.02% | 0.77% | 1.98% | Q2 2018 | Q3 2021 | 14 |
ELLIOTT MANAGEMENT CORP | 7 | 7 | 1.01% | 7.14% | 15.15% | Q2 2018 | Q4 2019 | 14 |
Vectors Research Management, LLC | 14 | 14 | 0.02% | 0.03% | 0.08% | Q1 2019 | Q2 2022 | 14 |
Alexandria Capital, LLC | 14 | 14 | 0.22% | 0.70% | 1.24% | Q2 2018 | Q3 2021 | 14 |
Norway Savings Bank | 14 | 14 | 0.02% | 0.06% | 0.12% | Q2 2018 | Q3 2021 | 14 |
Financial Engines Advisors L.L.C. | 9 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 14 |
MBE Wealth Management, LLC | 14 | 14 | 4.40% | 9.48% | 12.14% | Q2 2020 | Q3 2023 | 14 |
Pekin Hardy Strauss, Inc. | 7 | 7 | 0.00% | 2.40% | 14.34% | Q1 2022 | Q3 2023 | 14 |
Miramar Capital, LLC | 7 | 7 | 0.13% | 0.17% | 0.21% | Q2 2019 | Q3 2023 | 14 |
MorganRosel Wealth Management, LLC | 14 | 14 | 1.93% | 3.32% | 4.08% | Q4 2018 | Q1 2022 | 14 |
Aries Wealth Management | 14 | 14 | 0.12% | 0.23% | 1.36% | Q2 2020 | Q3 2023 | 14 |
RB Capital Management, LLC | 14 | 14 | 0.11% | 0.24% | 0.35% | Q2 2020 | Q3 2023 | 14 |
Hochman Cole Investment Advisors, Inc. | 14 | 14 | 2.53% | 4.06% | 6.12% | Q2 2018 | Q3 2021 | 14 |
Lehman & Derafelo Financial Resources LLC | 14 | 14 | 0.15% | 0.38% | 0.58% | Q3 2019 | Q4 2022 | 14 |
Berry Street Capital Management LLP | 7 | 1 | 0.39% | 4.39% | 20.12% | Q4 2020 | Q3 2023 | 14 |
Ramsay, Stattman, Vela & Price, Inc. | 14 | 14 | 0.08% | 0.11% | 0.15% | Q2 2018 | Q3 2021 | 14 |
Pinkerton Retirement Specialists, LLC | 14 | 14 | 0.08% | 4.08% | 10.32% | Q2 2020 | Q3 2023 | 14 |
Black Swift Group, LLC | 11 | 3 | 2.15% | 10.13% | 24.34% | Q2 2018 | Q4 2021 | 14 |
Psagot Value Holdings Ltd. | 14 | 14 | 2.22% | 3.82% | 7.40% | Q2 2018 | Q3 2021 | 14 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 1.12% | 4.36% | Q2 2018 | Q3 2023 | 14 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 13 | 1 | 0.05% | 0.17% | 0.22% | Q3 2019 | Q3 2023 | 14 |
MANAGED ACCOUNT SERVICES INC | 14 | 14 | 0.33% | 0.37% | 0.42% | Q2 2018 | Q3 2021 | 14 |
Goelzer Investment Management, Inc. | 7 | 1 | 0.05% | 0.08% | 0.11% | Q2 2018 | Q3 2023 | 14 |
Wealthstar Advisors, LLC | 8 | 3 | 0.07% | 0.28% | 1.38% | Q2 2018 | Q3 2023 | 14 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.92% | 1.08% | 1.31% | Q2 2018 | Q2 2023 | 14 |
Journey Advisory Group, LLC | 12 | 12 | 0.08% | 1.39% | 2.53% | Q4 2020 | Q3 2023 | 14 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 11 | 1 | 0.00% | 0.11% | 0.46% | Q2 2020 | Q3 2023 | 14 |
Occidental Asset Management, LLC | 10 | 1 | 0.06% | 0.38% | 0.91% | Q3 2018 | Q3 2023 | 14 |
Wealth Advisory Solutions, LLC | 8 | 6 | 0.01% | 2.39% | 3.66% | Q4 2019 | Q2 2023 | 14 |
BINGHAM OSBORN & SCARBOROUGH LLC | 14 | 14 | 4.32% | 4.66% | 5.12% | Q2 2018 | Q3 2021 | 14 |
Blue Chip Partners, LLC | 14 | 14 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
WFA of San Diego, LLC | 14 | 14 | 0.08% | 0.27% | 0.37% | Q2 2020 | Q3 2023 | 14 |
Ballew Advisors, Inc | 13 | 1 | 0.10% | 0.57% | 0.96% | Q2 2018 | Q3 2023 | 14 |
Capital Wealth Planning, LLC | 13 | 1 | 0.04% | 0.11% | 0.20% | Q2 2019 | Q3 2023 | 14 |
Sunflower Bank, N.A. | 14 | 14 | 0.05% | 0.24% | 0.60% | Q2 2020 | Q3 2023 | 14 |
CULBERTSON A N & CO INC | 14 | 14 | 0.04% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Sculati Wealth Management, LLC | 8 | 6 | 0.11% | 0.29% | 0.48% | Q1 2020 | Q3 2023 | 14 |
New England Investment & Retirement Group, Inc. | 14 | 14 | 5.24% | 7.41% | 11.77% | Q2 2018 | Q3 2021 | 14 |
Wagner Wealth Management, LLC | 12 | 2 | 0.83% | 1.82% | 3.08% | Q2 2018 | Q3 2023 | 14 |
Intrua Financial, LLC | 12 | 12 | 0.00% | 2.78% | 5.62% | Q2 2020 | Q1 2023 | 14 |
FundX Investment Group, LLC | 9 | 5 | 0.04% | 3.98% | 10.44% | Q2 2018 | Q4 2021 | 14 |
Relyea Zuckerberg Hanson LLC | 14 | 14 | 0.17% | 0.46% | 1.05% | Q2 2020 | Q3 2023 | 14 |
QCI ASSET MANAGEMENT INC/NY | 14 | 14 | 0.01% | 0.03% | 0.05% | Q2 2018 | Q3 2021 | 14 |
S. R. Schill & Associates | 10 | 4 | 0.10% | 0.20% | 0.28% | Q2 2018 | Q4 2021 | 14 |
Astor Investment Management LLC | 7 | 1 | 0.10% | 2.47% | 5.99% | Q2 2018 | Q2 2023 | 14 |
J.Safra Asset Management Corp | 14 | 14 | 0.23% | 6.10% | 18.13% | Q2 2020 | Q3 2023 | 14 |
MATRIX ASSET ADVISORS INC/NY | 14 | 14 | 0.04% | 0.08% | 0.11% | Q2 2020 | Q3 2023 | 14 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 14 |
Crumly & Associates Inc. | 14 | 14 | 0.13% | 1.54% | 7.48% | Q2 2020 | Q3 2023 | 14 |
CAPITAL MANAGEMENT CORP /VA | 14 | 14 | 0.08% | 0.12% | 0.15% | Q3 2018 | Q4 2021 | 14 |
PARK AVENUE SECURITIES LLC | 11 | 1 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 14 |
Cubist Systematic Strategies, LLC | 7 | 1 | 0.00% | 0.15% | 0.78% | Q2 2018 | Q2 2023 | 14 |
ENTERPRISE FINANCIAL SERVICES CORP | 14 | 14 | 0.08% | 0.12% | 0.17% | Q1 2019 | Q2 2022 | 14 |
Bollard Group LLC | 14 | 14 | 0.02% | 0.12% | 0.23% | Q2 2020 | Q3 2023 | 14 |
Oliver Luxxe Assets LLC | 14 | 14 | 0.05% | 0.10% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Homrich & Berg | 14 | 14 | 0.06% | 0.16% | 0.23% | Q2 2018 | Q3 2021 | 14 |
First Long Island Investors, LLC | 14 | 14 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 14 |
Cardan Capital Partners, LLC | 14 | 14 | 0.21% | 1.26% | 5.24% | Q2 2018 | Q3 2021 | 14 |
Wealth Quarterback LLC | 6 | 1 | 0.18% | 2.21% | 6.66% | Q1 1987 | Q3 2023 | 14 |
L. Roy Papp & Associates, LLP | 14 | 14 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2022 | 14 |
Personal Wealth Partners | 14 | 14 | 0.33% | 0.48% | 0.71% | Q4 2018 | Q1 2022 | 14 |
SIMPLEX TRADING, LLC | 6 | 3 | 0.00% | 0.09% | 0.33% | Q3 2018 | Q4 2022 | 14 |
Berman Capital Advisors, LLC | 14 | 14 | 0.22% | 0.39% | 0.64% | Q2 2018 | Q3 2021 | 14 |
LBMC INVESTMENT ADVISORS, LLC | 14 | 14 | 0.03% | 0.23% | 0.42% | Q2 2020 | Q3 2023 | 14 |
HARVARD MANAGEMENT CO INC | 14 | 14 | 0.89% | 1.78% | 2.33% | Q2 2018 | Q3 2021 | 14 |
Centerpoint Advisors, LLC | 14 | 14 | 0.01% | 0.09% | 0.17% | Q2 2020 | Q3 2023 | 14 |
Wealth Architects, LLC | 12 | 2 | 0.06% | 0.14% | 0.46% | Q4 2019 | Q3 2023 | 14 |
Q3 Asset Management | 10 | 1 | 4.87% | 24.92% | 55.28% | Q2 2018 | Q3 2023 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.11% | 0.14% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Verdence Capital Advisors LLC | 12 | 1 | 0.05% | 0.11% | 0.22% | Q2 2018 | Q3 2023 | 14 |
Hanlon Investment Management, Inc. | 14 | 14 | 0.10% | 0.26% | 0.64% | Q1 2019 | Q2 2022 | 14 |
McCollum Christoferson Group LLC | 14 | 14 | 0.07% | 0.10% | 0.11% | Q2 2020 | Q3 2023 | 14 |
PROFESSIONAL PLANNING | 14 | 14 | 4.06% | 6.92% | 10.61% | Q2 2018 | Q3 2021 | 14 |
HANCOCK WHITNEY CORP | 12 | 2 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 14 |
Opus Capital Group, LLC | 14 | 14 | 0.04% | 0.12% | 0.22% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.08% | 0.36% | 0.77% | Q2 2020 | Q3 2023 | 14 |
GFG Capital, LLC | 14 | 14 | 0.09% | 0.30% | 0.62% | Q2 2020 | Q3 2023 | 14 |
SENTINEL TRUST CO LBA | 14 | 14 | 0.74% | 1.62% | 4.26% | Q2 2020 | Q3 2023 | 14 |
CHOREO, LLC | 14 | 14 | 0.03% | 0.13% | 0.44% | Q2 2020 | Q3 2023 | 14 |
Tranquility Partners, LLC | 7 | 7 | 0.63% | 0.92% | 1.63% | Q1 2020 | Q3 2023 | 14 |
FMA ADVISORY INC | 14 | 14 | 3.07% | 3.60% | 4.59% | Q2 2018 | Q3 2021 | 14 |
Gradient Capital Advisors, LLC | 14 | 14 | 0.10% | 0.15% | 0.18% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Advisors, LLC | 11 | 3 | 0.06% | 0.07% | 0.09% | Q2 2020 | Q4 2023 | 14 |
TFG Advisers LLC | 5 | 2 | 0.10% | 0.18% | 0.35% | Q4 2018 | Q3 2023 | 14 |
Bryn Mawr Capital Management, LLC | 14 | 14 | 0.16% | 0.25% | 0.46% | Q2 2020 | Q3 2023 | 14 |
First Allied Advisory Services, Inc. | 8 | 1 | 0.00% | 1.07% | 2.30% | Q2 2018 | Q3 2020 | 14 |
HYMAN CHARLES D | 14 | 14 | 0.02% | 0.07% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Zuckerman Investment Group, LLC | 14 | 14 | 0.09% | 0.38% | 0.52% | Q2 2020 | Q3 2023 | 14 |
America First Investment Advisors, LLC | 11 | 3 | 0.06% | 0.14% | 0.18% | Q3 2018 | Q3 2023 | 14 |
Rathbones Group PLC | 9 | 1 | 0.00% | 0.01% | 0.09% | Q4 2019 | Q3 2023 | 13 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 13 | 13 | 0.17% | 0.28% | 0.46% | Q2 2018 | Q2 2021 | 13 |
GREENWOOD GEARHART INC | 13 | 13 | 1.50% | 2.17% | 2.48% | Q3 2020 | Q3 2023 | 13 |
FIRST INTERSTATE BANK | 7 | 6 | 0.04% | 1.83% | 6.46% | Q3 2018 | Q3 2023 | 13 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 10 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 13 |
NICOLET BANKSHARES INC | 13 | 13 | 0.30% | 0.39% | 0.50% | Q3 2020 | Q3 2023 | 13 |
Beaumont Financial Partners, LLC | 13 | 13 | 0.19% | 0.22% | 0.25% | Q3 2019 | Q3 2022 | 13 |
Liberty Capital Management, Inc. | 12 | 1 | 0.07% | 0.09% | 0.13% | Q2 2018 | Q3 2023 | 13 |
BB&T SECURITIES, LLC | 6 | 6 | 0.00% | 0.30% | 0.68% | Q2 2018 | Q3 2019 | 13 |
Brown Advisory Securities, LLC | 13 | 13 | 0.04% | 0.19% | 0.40% | Q2 2018 | Q2 2021 | 13 |
Welch Group, LLC | 12 | 1 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.22% | 0.24% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.04% | 4.01% | 18.78% | Q2 2018 | Q4 2021 | 13 |
USCA RIA LLC | 13 | 13 | 0.15% | 2.55% | 10.47% | Q2 2018 | Q2 2021 | 13 |
Partnervest Advisory Services LLC | 10 | 10 | 0.00% | 0.47% | 1.15% | Q2 2018 | Q3 2020 | 13 |
NuWave Investment Management, LLC | 10 | 1 | 0.01% | 0.21% | 0.55% | Q2 2018 | Q2 2022 | 13 |
Thomasville National Bank | 8 | 1 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 13 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.40% | 0.68% | Q4 2020 | Q3 2023 | 13 |
EFG Asset Management (Americas) Corp. | 7 | 1 | 0.11% | 0.31% | 0.59% | Q2 2018 | Q3 2023 | 13 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 4 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 13 |
Granite Point Capital Management, L.P. | 6 | 1 | 0.34% | 8.08% | 28.21% | Q4 2018 | Q4 2022 | 13 |
Stonebridge Capital Advisors LLC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Probabilities Fund Management, LLC | 8 | 2 | 0.30% | 16.39% | 24.51% | Q2 2018 | Q4 2021 | 13 |
Hitchwood Capital Management LP | 7 | 2 | 6.58% | 24.91% | 63.57% | Q2 2018 | Q1 2022 | 13 |
Stratos Wealth Partners, LTD. | 11 | 1 | 1.02% | 1.49% | 2.21% | Q2 2018 | Q4 2021 | 13 |
FormulaFolio Investments, LLC | 13 | 13 | 0.09% | 0.77% | 2.50% | Q2 2018 | Q2 2021 | 13 |
Willow Creek Wealth Management Inc. | 13 | 13 | 0.04% | 0.06% | 0.10% | Q3 2020 | Q3 2023 | 13 |
McGowan Group Asset Management, Inc. | 7 | 2 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q1 2022 | 13 |
Man Group plc | 6 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2023 | 13 |
Donald L. Hagan, LLC | 13 | 13 | 0.19% | 1.49% | 1.92% | Q4 2019 | Q4 2022 | 13 |
Fiduciary Group LLC | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.43% | 0.59% | 0.89% | Q3 2020 | Q3 2023 | 13 |
Kovitz Investment Group Partners, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 13 |
Bach Option Ltd | 6 | 6 | 0.10% | 2.10% | 6.52% | Q2 2018 | Q3 2019 | 13 |
Vivaldi Capital Management LP | 8 | 1 | 0.05% | 0.10% | 0.14% | Q3 2019 | Q3 2023 | 13 |
Epstein & White Financial LLC | 13 | 13 | 0.21% | 0.34% | 0.45% | Q2 2018 | Q2 2021 | 13 |
Garner Asset Management Corp | 13 | 13 | 0.22% | 1.53% | 3.23% | Q3 2020 | Q3 2023 | 13 |
Cordatus Wealth Management LLC | 10 | 3 | 0.90% | 1.21% | 1.69% | Q4 2018 | Q2 2022 | 13 |
CAHABA WEALTH MANAGEMENT, INC. | 12 | 1 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q3 2023 | 13 |
Strategic Wealth Partners, Ltd. | 7 | 6 | 0.08% | 0.40% | 2.05% | Q2 2018 | Q1 2023 | 13 |
Northwest Capital Management Inc | 11 | 2 | 0.10% | 0.17% | 0.21% | Q2 2020 | Q3 2023 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 3.66% | 9.56% | 15.43% | Q3 2020 | Q3 2023 | 13 |
Paulson Wealth Management Inc. | 9 | 1 | 0.11% | 1.11% | 4.63% | Q1 2020 | Q3 2023 | 13 |
Private Capital Group, LLC | 11 | 2 | 0.32% | 0.45% | 0.59% | Q2 2018 | Q3 2021 | 13 |
F3Logic, LLC | 13 | 13 | 0.01% | 0.07% | 0.10% | Q4 2019 | Q4 2022 | 13 |
TAP Consulting, LLC | 8 | 5 | 0.21% | 1.26% | 3.65% | Q2 2020 | Q3 2023 | 13 |
Bell Rock Capital LLC | 10 | 1 | 0.10% | 1.16% | 2.44% | Q2 2018 | Q3 2022 | 13 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.01% | 1.00% | 1.96% | Q4 2020 | Q3 2023 | 13 |
IFS Advisors, LLC | 13 | 13 | 0.14% | 0.23% | 0.54% | Q4 2020 | Q4 2023 | 13 |
Financial Advisors, LLC | 13 | 13 | 0.18% | 0.30% | 0.60% | Q3 2020 | Q3 2023 | 13 |
Arkos Global Advisors | 10 | 3 | 0.04% | 0.13% | 0.28% | Q2 2020 | Q3 2023 | 13 |
Cornerstone Advisors, LLC | 13 | 13 | 0.50% | 1.00% | 1.90% | Q3 2020 | Q3 2023 | 13 |
Golden State Wealth Management, LLC | 13 | 13 | 1.22% | 2.75% | 11.54% | Q1 2019 | Q1 2022 | 13 |
Pavion Blue Capital, LLC | 13 | 13 | 0.14% | 0.16% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Silicon Hills Wealth Management, LLC | 8 | 5 | 2.78% | 5.69% | 9.12% | Q4 2019 | Q2 2023 | 13 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.30% | 4.66% | 8.28% | Q1 2019 | Q3 2023 | 13 |
Aprio Wealth Management, LLC | 10 | 3 | 0.22% | 2.06% | 6.54% | Q2 2020 | Q3 2023 | 13 |
Spotlight Asset Group, Inc. | 8 | 1 | 0.01% | 0.61% | 1.15% | Q4 2019 | Q3 2023 | 13 |
Atlas Private Wealth Advisors | 7 | 6 | 0.04% | 3.28% | 7.51% | Q2 2020 | Q3 2023 | 13 |
Intelligence Driven Advisers, LLC | 13 | 13 | 0.08% | 0.12% | 0.17% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 1.12% | 1.43% | 1.66% | Q3 2020 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.26% | 0.39% | 0.50% | Q3 2020 | Q3 2023 | 13 |
Codex Capital, L.L.C. | 13 | 13 | 0.88% | 1.31% | 1.55% | Q3 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.28% | 0.50% | 0.82% | Q3 2020 | Q3 2023 | 13 |
ATMOS CAPITAL GESTAO DE RECURSOS LTDA. | 13 | 13 | 0.09% | 1.15% | 9.45% | Q3 2020 | Q3 2023 | 13 |
McLean Asset Management Corp | 13 | 13 | 0.09% | 0.16% | 0.38% | Q4 2020 | Q4 2023 | 13 |
Monterey Private Wealth, Inc. | 13 | 13 | 0.37% | 1.07% | 1.83% | Q3 2020 | Q3 2023 | 13 |
Lokken Investment Group LLC | 12 | 1 | 1.00% | 1.11% | 1.23% | Q1 2012 | Q3 2023 | 13 |
Granger Management LLC | 12 | 12 | 0.82% | 1.64% | 3.16% | Q4 2020 | Q3 2023 | 13 |
Crestone Asset Management LLC | 13 | 13 | 0.14% | 0.25% | 0.70% | Q3 2020 | Q3 2023 | 13 |
Oxler Private Wealth LLC | 12 | 12 | 0.01% | 6.41% | 9.30% | Q4 2020 | Q3 2023 | 13 |
InTrack Investment Management Inc | 13 | 13 | 0.32% | 0.53% | 0.95% | Q4 2020 | Q4 2023 | 13 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.04% | 0.33% | 0.56% | Q4 2020 | Q3 2023 | 13 |
Invst, LLC | 13 | 13 | 0.04% | 3.05% | 4.36% | Q3 2020 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.48% | 0.63% | 0.84% | Q3 2020 | Q3 2023 | 13 |
Centered Wealth LLC dba Miller Equity Capital Advisors | 13 | 13 | 1.42% | 2.93% | 4.46% | Q3 2020 | Q3 2023 | 13 |
Halpern Financial, Inc. | 13 | 13 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 13 |
SMITH, MOORE & CO. | 13 | 13 | 0.54% | 0.77% | 1.43% | Q3 2020 | Q3 2023 | 13 |
OLD NATIONAL BANCORP /IN/ | 7 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 13 |
SUNTRUST BANKS INC | 6 | 6 | 0.00% | 0.25% | 0.60% | Q2 2018 | Q3 2019 | 13 |
PRICE T ROWE ASSOCIATES INC /MD/ | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 13 |
MEEDER ASSET MANAGEMENT INC | 13 | 13 | 0.01% | 0.07% | 0.20% | Q3 2019 | Q3 2022 | 13 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 13 | 13 | 0.15% | 0.19% | 0.22% | Q3 2020 | Q3 2023 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.13% | 0.17% | 0.21% | Q4 2018 | Q4 2021 | 13 |
ADVISORS MANAGEMENT GROUP INC /ADV | 13 | 13 | 0.08% | 0.40% | 0.58% | Q3 2020 | Q3 2023 | 13 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 5 | 3 | 0.17% | 0.28% | 0.74% | Q2 2019 | Q3 2023 | 13 |
Frank, Rimerman Advisors LLC | 12 | 12 | 13.24% | 20.44% | 27.57% | Q4 2020 | Q3 2023 | 12 |
Berkshire Bank | 11 | 1 | 0.20% | 0.23% | 0.26% | Q3 2020 | Q3 2023 | 12 |
Swaine & Leidel Wealth Services, LLC | 10 | 1 | 2.32% | 3.08% | 3.94% | Q4 2018 | Q1 2022 | 12 |
O'Dell Group, LLC | 11 | 1 | 0.11% | 0.17% | 0.29% | Q4 2019 | Q3 2023 | 12 |
Cottage Street Advisors LLC | 7 | 2 | 1.01% | 1.24% | 1.45% | Q2 2020 | Q3 2023 | 12 |
HOWE & RUSLING INC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Encompass Capital Advisors LLC | 4 | 2 | 12.38% | 25.71% | 40.96% | Q2 2019 | Q4 2022 | 12 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 1 | 0.00% | 0.02% | 0.07% | Q1 2019 | Q4 2022 | 12 |
Balentine LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Pacifica Partners Inc. | 11 | 1 | 0.01% | 0.04% | 0.29% | Q4 2019 | Q4 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.41% | 0.74% | 1.11% | Q4 2020 | Q3 2023 | 12 |
Dorsey & Whitney Trust CO LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Choice Wealth Advisors, LLC | 12 | 12 | 0.24% | 0.82% | 6.57% | Q4 2020 | Q3 2023 | 12 |
Leisure Capital Management | 10 | 2 | 0.15% | 0.20% | 0.26% | Q2 2018 | Q3 2023 | 12 |
SimpliFi, Inc. | 12 | 12 | 0.14% | 0.19% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Ironsides Asset Advisors, LLC | 7 | 5 | 0.76% | 1.01% | 1.44% | Q2 2018 | Q2 2021 | 12 |
Mizuho Bank, Ltd. | 7 | 1 | 3.83% | 10.29% | 13.27% | Q3 2018 | Q3 2023 | 12 |
Dash Acquisitions Inc. | 12 | 12 | 0.57% | 0.73% | 1.46% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.06% | 0.15% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 1.18% | 1.66% | 2.14% | Q4 2020 | Q3 2023 | 12 |
Financial Advantage, Inc. | 11 | 1 | 0.02% | 0.12% | 0.18% | Q3 2019 | Q3 2022 | 12 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 12 | 0.04% | 0.11% | 0.23% | Q1 2020 | Q4 2022 | 12 |
NORTH AMERICAN MANAGEMENT CORP | 12 | 12 | 0.32% | 0.46% | 0.73% | Q2 2018 | Q1 2021 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Platt Investment Counsel, LLC | 12 | 12 | 7.11% | 11.15% | 17.93% | Q4 2020 | Q3 2023 | 12 |
First Citizens Financial Corp | 10 | 2 | 0.21% | 0.56% | 0.69% | Q3 2020 | Q3 2023 | 12 |
Guardian Wealth Advisors, LLC | 12 | 12 | 0.23% | 4.31% | 5.45% | Q4 2020 | Q3 2023 | 12 |
DOCK STREET ASSET MANAGEMENT INC | 12 | 12 | 0.20% | 0.28% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Horrell Capital Management, Inc. | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 2.84% | 3.63% | 4.45% | Q4 2020 | Q3 2023 | 12 |
Tower Wealth Partners, Inc. | 12 | 12 | 0.38% | 1.30% | 2.09% | Q4 2020 | Q3 2023 | 12 |
Pacific Wealth Management | 12 | 12 | 1.30% | 5.87% | 16.48% | Q4 2020 | Q3 2023 | 12 |
Banco de Sabadell, S.A | 7 | 5 | 0.41% | 0.56% | 0.80% | Q2 2018 | Q2 2021 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 3.52% | 4.35% | 4.91% | Q4 2020 | Q3 2023 | 12 |
Betterment LLC | 12 | 12 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 2.34% | 5.32% | 8.44% | Q4 2020 | Q3 2023 | 12 |
B&D White Capital Company, LLC | 12 | 12 | 0.36% | 1.58% | 3.72% | Q4 2020 | Q3 2023 | 12 |
OSTERWEIS CAPITAL MANAGEMENT INC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 12 |
BARINGS LLC | 12 | 12 | 6.35% | 9.71% | 12.92% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.90% | 1.13% | 1.79% | Q4 2020 | Q3 2023 | 12 |
Northern Capital Management, Inc. | 12 | 12 | 2.33% | 4.96% | 13.09% | Q4 2020 | Q3 2023 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 3.48% | 5.05% | 8.51% | Q4 2020 | Q3 2023 | 12 |
Western Asset Management Company, LLC | 12 | 12 | 0.13% | 2.39% | 4.82% | Q4 2020 | Q3 2023 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.20% | 0.32% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Resolute Advisors LLC | 12 | 12 | 0.42% | 1.62% | 3.59% | Q4 2020 | Q3 2023 | 12 |
Twin Lakes Capital Management, LLC | 12 | 12 | 0.24% | 0.27% | 0.33% | Q4 2020 | Q3 2023 | 12 |
EMC Capital Management | 12 | 12 | 0.08% | 9.32% | 11.38% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.80% | 1.51% | 2.37% | Q4 2020 | Q3 2023 | 12 |
Benchmark Financial Wealth Advisors, LLC | 5 | 2 | 0.11% | 0.26% | 0.67% | Q2 2020 | Q3 2023 | 12 |
Round Rock Advisors, LLC | 12 | 12 | 7.51% | 10.42% | 13.42% | Q4 2020 | Q3 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 3.70% | 4.48% | 5.30% | Q4 2020 | Q3 2023 | 12 |
Weitzel Financial Services, Inc. | 12 | 12 | 0.17% | 1.17% | 1.87% | Q4 2020 | Q3 2023 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 1.89% | 3.11% | 4.26% | Q4 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 13.21% | 15.82% | 19.14% | Q4 2020 | Q3 2023 | 12 |
Meridian Wealth Partners, LLC | 10 | 2 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q4 2022 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.12% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Global Strategic Investment Solutions, LLC | 8 | 2 | 0.04% | 0.09% | 0.19% | Q1 2020 | Q3 2023 | 12 |
OLD DOMINION CAPITAL MANAGEMENT INC | 10 | 2 | 0.38% | 0.43% | 0.49% | Q3 2018 | Q3 2021 | 12 |
ADVISOR PARTNERS LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q2 2022 | 12 |
Reynders McVeigh Capital Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q1 2022 | 12 |
Maryland Capital Management | 6 | 1 | 0.17% | 0.39% | 0.65% | Q2 2018 | Q3 2022 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.54% | 1.09% | 2.35% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 1.95% | 2.43% | 3.08% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.66% | 1.00% | 2.17% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.31% | 0.41% | 0.53% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 9.90% | 11.43% | 13.52% | Q4 2020 | Q3 2023 | 12 |
Pine Ridge Advisers LLC | 12 | 12 | 4.38% | 6.36% | 7.98% | Q4 2020 | Q3 2023 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.09% | 0.16% | 0.79% | Q4 2018 | Q3 2021 | 12 |
MORGAN JESS S & CO INC | 12 | 12 | 3.36% | 4.34% | 5.30% | Q4 2019 | Q3 2022 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 1.01% | 7.48% | 13.70% | Q4 2020 | Q3 2023 | 12 |
Valiant Capital Management, L.P. | 6 | 3 | 9.59% | 25.59% | 39.29% | Q2 2018 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.30% | 0.81% | 1.73% | Q4 2020 | Q3 2023 | 12 |
Humankind Investments LLC | 12 | 12 | 5.85% | 8.23% | 16.22% | Q4 2020 | Q3 2023 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.56% | 0.91% | 1.09% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.08% | 0.19% | 0.35% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.06% | 0.08% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Rikoon Group, LLC | 12 | 12 | 0.59% | 1.04% | 1.57% | Q2 2018 | Q1 2021 | 12 |
Wolff Financial Management LLC | 8 | 4 | 0.33% | 0.51% | 1.07% | Q2 2020 | Q3 2023 | 12 |
Sandbox Financial Partners, LLC | 12 | 12 | 0.23% | 0.36% | 0.52% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.79% | 1.07% | 1.36% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 9.59% | 11.34% | 13.46% | Q4 2020 | Q3 2023 | 12 |
Innova Wealth Partners | 12 | 12 | 0.35% | 1.22% | 2.88% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 1.87% | 2.19% | 2.39% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.85% | 1.00% | 1.12% | Q4 2020 | Q3 2023 | 12 |
Harbor Group, Inc. | 12 | 12 | 0.26% | 0.33% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Montis Financial, LLC | 12 | 12 | 0.27% | 0.41% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.45% | 0.77% | 1.26% | Q4 2020 | Q3 2023 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 2.86% | 3.48% | 3.71% | Q4 2020 | Q3 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 5.29% | 6.72% | 8.69% | Q4 2020 | Q3 2023 | 12 |
Rye Brook Capital LLC | 11 | 11 | 5.74% | 18.18% | 29.08% | Q4 2020 | Q2 2023 | 12 |
Mach-1 Financial Group, LLC | 6 | 1 | 0.00% | 0.37% | 1.42% | Q1 2021 | Q3 2023 | 12 |
Oakwell Private Wealth Management, LLC | 12 | 12 | 1.33% | 2.48% | 5.77% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 1.53% | 3.46% | 5.45% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 0.22% | 0.44% | 0.70% | Q4 2020 | Q3 2023 | 12 |
BOSTON FINANCIAL MANGEMENT LLC | 10 | 2 | 0.01% | 0.14% | 0.25% | Q1 2020 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 1.62% | 5.17% | 10.39% | Q4 2020 | Q3 2023 | 12 |
TrinityPoint Wealth, LLC | 12 | 12 | 0.13% | 0.18% | 0.24% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.83% | 1.74% | 4.87% | Q4 2020 | Q3 2023 | 12 |
Greenhouse Wealth Management, LLC | 12 | 12 | 2.02% | 2.90% | 4.01% | Q4 2020 | Q3 2023 | 12 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 11 | 11 | 0.01% | 0.17% | 0.42% | Q1 2021 | Q3 2023 | 12 |
Meristem Family Wealth, LLC | 12 | 12 | 0.06% | 0.30% | 0.91% | Q2 2019 | Q1 2022 | 12 |
FinTrust Capital Advisors, LLC | 9 | 1 | 0.00% | 0.16% | 1.17% | Q4 2018 | Q3 2023 | 12 |
Walkner Condon Financial Advisors LLC | 7 | 1 | 0.12% | 0.19% | 0.28% | Q4 2019 | Q3 2023 | 12 |
AdvisorShares Investments LLC | 10 | 2 | 3.65% | 12.32% | 26.04% | Q4 2019 | Q3 2023 | 12 |
Professional Financial Advisors, LLC | 9 | 1 | 0.06% | 0.57% | 3.57% | Q4 2019 | Q3 2023 | 12 |
CX Institutional | 7 | 1 | 0.00% | 0.06% | 0.30% | Q3 2018 | Q3 2023 | 12 |
Souders Financial Advisors | 12 | 12 | 0.09% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.34% | 0.41% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Foster Group, Inc. | 12 | 12 | 0.72% | 1.12% | 2.02% | Q4 2020 | Q3 2023 | 12 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 12 | 12 | 0.07% | 0.28% | 0.46% | Q3 2020 | Q2 2023 | 12 |
Phoenix Holdings Ltd. | 8 | 2 | 0.04% | 0.19% | 0.85% | Q1 2020 | Q2 2023 | 12 |
Fulcrum Equity Management | 8 | 4 | 0.26% | 1.94% | 5.09% | Q1 2019 | Q1 2022 | 12 |
Strategic Wealth Investment Group, LLC | 12 | 12 | 1.00% | 1.97% | 2.27% | Q4 2020 | Q3 2023 | 12 |
Biltmore Capital Advisors LLC | 12 | 12 | 0.06% | 0.15% | 0.32% | Q1 2019 | Q4 2021 | 12 |
Relaxing Retirement Coach | 7 | 5 | 0.14% | 0.28% | 0.53% | Q2 2020 | Q2 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 1.45% | 2.31% | 3.65% | Q4 2020 | Q3 2023 | 12 |
MAS Advisors LLC | 8 | 8 | 0.18% | 1.99% | 3.54% | Q4 2021 | Q3 2023 | 12 |
Graypoint LLC | 9 | 3 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 12 |
Gleason Group, Inc. | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.18% | 0.25% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Princeton Portfolio Strategies Group LLC | 12 | 12 | 0.22% | 0.63% | 1.12% | Q3 2018 | Q2 2021 | 12 |
Independent Advisor Alliance | 7 | 1 | 0.02% | 0.28% | 2.21% | Q4 2019 | Q3 2023 | 12 |
Lion Street Advisors, LLC | 11 | 1 | 0.60% | 3.50% | 22.56% | Q4 2019 | Q3 2023 | 12 |
Mayfair Advisory Group, LLC | 7 | 5 | 0.26% | 0.37% | 0.52% | Q3 2020 | Q3 2023 | 12 |
FWL INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.15% | 0.33% | 1.72% | Q4 2020 | Q3 2023 | 12 |
BCGM Wealth Management, LLC | 12 | 12 | 3.44% | 5.03% | 8.71% | Q4 2020 | Q3 2023 | 12 |
Future Financial Wealth Managment LLC | 12 | 12 | 0.24% | 0.41% | 0.76% | Q4 2020 | Q3 2023 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.28% | 0.39% | 0.78% | Q4 2020 | Q3 2023 | 12 |
BADGLEY PHELPS & BELL INC | 12 | 12 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q2 2021 | 12 |
Rede Wealth, LLC | 12 | 12 | 0.16% | 0.44% | 0.73% | Q4 2020 | Q3 2023 | 12 |
Prostatis Group LLC | 10 | 2 | 0.21% | 1.84% | 6.24% | Q4 2019 | Q2 2023 | 12 |
Altium Wealth Management LLC | 8 | 1 | 0.02% | 0.09% | 0.33% | Q2 2018 | Q2 2022 | 12 |
Platform Technology Partners | 10 | 1 | 0.52% | 0.68% | 1.14% | Q4 2019 | Q3 2023 | 12 |
Wealth Alliance | 12 | 12 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 12 |
INVESTMENT HOUSE LLC | 4 | 1 | 0.04% | 0.69% | 1.76% | Q4 2018 | Q3 2023 | 12 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Retirement Solution Inc. | 12 | 12 | 1.67% | 15.64% | 23.38% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.34% | 1.29% | 2.08% | Q4 2020 | Q3 2023 | 12 |
Biltmore Family Office, LLC | 9 | 1 | 0.08% | 0.31% | 1.30% | Q1 2019 | Q3 2023 | 12 |
Summit Global Investments | 11 | 1 | 0.21% | 3.78% | 18.69% | Q3 2020 | Q3 2023 | 12 |
Baskin Financial Services Inc. | 12 | 12 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 12 |
CAPE ANN SAVINGS BANK | 12 | 12 | 0.18% | 0.20% | 0.22% | Q4 2020 | Q3 2023 | 12 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 9 | 3 | 0.00% | 0.08% | 0.16% | Q1 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.85% | 1.36% | 1.80% | Q4 2020 | Q3 2023 | 12 |
EVERMAY WEALTH MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
CATALYST PRIVATE WEALTH, LLC | 12 | 12 | 0.14% | 0.49% | 0.99% | Q1 2021 | Q4 2023 | 12 |
Summit Trail Advisors, LLC | 5 | 1 | 0.17% | 0.41% | 1.36% | Q4 2019 | Q3 2023 | 12 |
High Note Wealth, LLC | 12 | 12 | 0.24% | 0.31% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Camarda Financial Advisors, LLC | 5 | 3 | 0.11% | 3.27% | 11.56% | Q2 2018 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.03% | 0.17% | 0.27% | Q4 2020 | Q3 2023 | 12 |
LCNB CORP | 12 | 12 | 0.22% | 0.29% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Brookfield Asset Management | 7 | 1 | 0.00% | 0.16% | 0.64% | Q3 2019 | Q2 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 1.02% | 1.55% | 2.52% | Q4 2020 | Q3 2023 | 12 |
Mezzasalma Advisors, LLC | 12 | 12 | 0.79% | 1.11% | 1.46% | Q4 2020 | Q3 2023 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.09% | 0.11% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.31% | 0.63% | 1.12% | Q4 2020 | Q3 2023 | 12 |
Leucadia National | 4 | 4 | 0.34% | 2.63% | 10.43% | Q4 2022 | Q3 2023 | 12 |
Affiance Financial, LLC | 11 | 1 | 0.12% | 0.28% | 0.62% | Q3 2020 | Q3 2023 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 7.41% | 16.59% | 30.25% | Q4 2020 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.22% | 0.30% | 0.45% | Q4 2020 | Q3 2023 | 12 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 12 | 12 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q1 2021 | 12 |
Game Plan Financial Advisors, LLC | 10 | 2 | 1.63% | 1.79% | 2.38% | Q4 2019 | Q4 2022 | 12 |
JONES FINANCIAL COMPANIES LLLP | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Brinker Capital Investments, LLC | 7 | 5 | 0.00% | 0.04% | 0.09% | Q2 2018 | Q4 2022 | 12 |
IRON Financial LLC | 11 | 1 | 0.16% | 0.37% | 0.47% | Q2 2020 | Q3 2023 | 12 |
Gainplan LLC | 4 | 3 | 0.19% | 0.83% | 1.74% | Q3 2020 | Q3 2023 | 11 |
Trexquant Investment LP | 6 | 1 | 0.01% | 0.13% | 0.51% | Q4 2019 | Q2 2023 | 11 |
Capital Planning LLC | 10 | 1 | 0.42% | 2.31% | 4.14% | Q4 2020 | Q3 2023 | 11 |
MATRIX PRIVATE CAPITAL GROUP LLC | 11 | 11 | 0.19% | 0.29% | 0.39% | Q4 2019 | Q2 2022 | 11 |
OXFORD FINANCIAL GROUP, LTD. LLC | 10 | 1 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 11 |
Renaissance Investment Group LLC | 11 | 11 | 0.13% | 0.15% | 0.18% | Q2 2018 | Q4 2020 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2023 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.24% | 1.01% | 1.72% | Q4 2020 | Q2 2023 | 11 |
Crew Capital Management, Ltd. | 11 | 11 | 2.14% | 3.74% | 7.52% | Q1 2021 | Q3 2023 | 11 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 10 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2022 | 11 |
Texas Capital Bank Wealth Management Services Inc | 10 | 1 | 0.02% | 0.06% | 0.16% | Q1 2020 | Q2 2023 | 11 |
AFT, FORSYTH & COMPANY, INC. | 9 | 1 | 0.20% | 0.34% | 0.44% | Q4 2019 | Q3 2023 | 11 |
Truepoint, Inc. | 10 | 1 | 0.02% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 11 |
Archford Capital Strategies, LLC | 5 | 1 | 0.03% | 0.06% | 0.22% | Q2 2018 | Q3 2023 | 11 |
Southeast Asset Advisors Inc. | 11 | 11 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
TFO Wealth Partners, LLC | 11 | 11 | 0.00% | 0.08% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Compass Ion Advisors, LLC | 8 | 3 | 0.08% | 0.24% | 0.36% | Q4 2020 | Q3 2023 | 11 |
MIDDLETON & CO INC/MA | 8 | 1 | 0.02% | 0.06% | 0.08% | Q3 2018 | Q4 2021 | 11 |
FSA Wealth Management LLC | 4 | 1 | 0.09% | 0.13% | 0.17% | Q4 2019 | Q3 2023 | 11 |
Corundum Group, Inc. | 8 | 3 | 0.14% | 0.20% | 0.27% | Q3 2020 | Q3 2023 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.80% | 1.21% | 1.66% | Q1 2021 | Q3 2023 | 11 |
BAINCO INTERNATIONAL INVESTORS | 11 | 11 | 0.63% | 0.86% | 1.03% | Q2 2018 | Q4 2020 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.13% | 0.28% | 0.56% | Q4 2020 | Q3 2023 | 11 |
BECK MACK & OLIVER LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 11 |
CTC LLC | 6 | 1 | 0.01% | 0.13% | 0.54% | Q2 2018 | Q4 2022 | 11 |
HYA Advisors, Inc | 11 | 11 | 3.56% | 4.55% | 5.28% | Q4 2019 | Q2 2022 | 11 |
Tranquilli Financial Advisor LLC | 11 | 11 | 0.86% | 2.57% | 3.91% | Q1 2021 | Q3 2023 | 11 |
HOWARD CAPITAL MANAGEMENT | 11 | 11 | 0.15% | 0.18% | 0.22% | Q2 2018 | Q4 2020 | 11 |
Fort Sheridan Advisors LLC | 11 | 11 | 0.23% | 0.28% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.26% | 0.37% | 0.47% | Q1 2021 | Q3 2023 | 11 |
TUCKER ASSET MANAGEMENT LLC | 11 | 11 | 0.19% | 3.15% | 6.42% | Q1 2021 | Q3 2023 | 11 |
Mosaic Family Wealth, LLC | 7 | 4 | 0.02% | 0.11% | 0.20% | Q2 2018 | Q4 2021 | 11 |
1834 INVESTMENT ADVISORS CO | 6 | 5 | 0.00% | 0.07% | 0.16% | Q4 2020 | Q3 2023 | 11 |
Planned Solutions, Inc. | 7 | 4 | 0.33% | 2.32% | 9.86% | Q3 2020 | Q2 2023 | 11 |
Veery Capital, LLC | 11 | 11 | 0.13% | 0.27% | 0.53% | Q1 2021 | Q3 2023 | 11 |
LUCAS CAPITAL MANAGEMENT | 11 | 11 | 2.45% | 4.39% | 6.58% | Q2 2018 | Q4 2020 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 9 | 2 | 0.79% | 1.23% | 1.66% | Q4 2018 | Q3 2021 | 11 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 7 | 4 | 6.04% | 8.40% | 11.86% | Q3 2020 | Q3 2023 | 11 |
Ratio Wealth Group | 9 | 2 | 2.27% | 4.67% | 6.58% | Q4 2020 | Q3 2023 | 11 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.00% | 0.21% | 1.80% | Q2 2018 | Q3 2023 | 11 |
Catalyst Capital Advisors LLC | 11 | 11 | 0.05% | 0.12% | 0.19% | Q1 2021 | Q3 2023 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 11 | 11 | 0.17% | 0.71% | 2.13% | Q2 2018 | Q4 2020 | 11 |
Essex Private Wealth Management, LLC | 9 | 2 | 0.28% | 0.62% | 1.05% | Q4 2020 | Q3 2023 | 11 |
BROADMARK ASSET MANAGEMENT LLC | 6 | 1 | 6.57% | 32.07% | 67.33% | Q1 2019 | Q1 2023 | 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.54% | 0.69% | 0.84% | Q1 2021 | Q3 2023 | 11 |
Clal Insurance Enterprises Holdings Ltd | 5 | 3 | 0.01% | 0.34% | 0.96% | Q2 2020 | Q2 2023 | 11 |
Laidlaw Wealth Management LLC | 8 | 1 | 0.23% | 0.63% | 0.84% | Q4 2019 | Q3 2023 | 11 |
Regent Peak Wealth Advisors LLC | 10 | 1 | 0.01% | 0.83% | 1.77% | Q4 2020 | Q3 2023 | 11 |
Stratos Wealth Advisors, LLC | 11 | 11 | 0.50% | 0.84% | 1.13% | Q4 2018 | Q2 2021 | 11 |
Core Wealth Advisors, Inc. | 5 | 2 | 0.00% | 3.86% | 11.19% | Q4 2019 | Q3 2023 | 11 |
Braun-Bostich & Associates Inc. | 11 | 11 | 2.76% | 3.41% | 4.00% | Q4 2020 | Q2 2023 | 11 |
Atika Capital Management LLC | 6 | 1 | 2.49% | 6.37% | 14.85% | Q2 2018 | Q3 2023 | 11 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 6 | 1 | 0.01% | 0.04% | 0.08% | Q2 2020 | Q3 2023 | 11 |
CLEAR STREET LLC | 6 | 6 | 1.20% | 6.63% | 20.77% | Q2 2022 | Q3 2023 | 11 |
Sightline Wealth Advisors, LLC | 7 | 4 | 1.19% | 1.94% | 2.94% | Q4 2020 | Q3 2023 | 11 |
KENNICOTT CAPITAL MANAGEMENT LLC | 11 | 11 | 10.91% | 17.04% | 21.56% | Q1 2021 | Q3 2023 | 11 |
Resource Planning Group | 11 | 11 | 0.24% | 0.45% | 0.82% | Q3 2020 | Q1 2023 | 11 |
Successful Portfolios LLC | 8 | 3 | 0.12% | 0.41% | 1.04% | Q3 2019 | Q3 2023 | 11 |
Louisiana State Employees Retirement System | 11 | 11 | 0.11% | 0.28% | 0.35% | Q1 2021 | Q3 2023 | 11 |
Corbenic Partners LLC | 11 | 11 | 11.52% | 16.83% | 19.83% | Q4 2019 | Q2 2022 | 11 |
Horan Capital Advisors, LLC. | 4 | 1 | 0.07% | 0.09% | 0.10% | Q1 2019 | Q3 2023 | 11 |
Atom Investors LP | 7 | 4 | 0.17% | 1.59% | 5.26% | Q4 2020 | Q3 2023 | 11 |
Tuttle Capital Management, LLC | 4 | 1 | 0.09% | 2.23% | 7.56% | Q2 2018 | Q2 2022 | 11 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 5 | 1 | 0.01% | 0.28% | 0.76% | Q2 2018 | Q4 2022 | 11 |
CWH Capital Management, Inc. | 11 | 11 | 2.16% | 3.29% | 5.17% | Q2 2018 | Q4 2020 | 11 |
Kowal Investment Group, LLC | 11 | 11 | 0.08% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Mizuho Markets Cayman LP | 4 | 1 | 0.01% | 0.18% | 0.96% | Q3 2021 | Q4 2022 | 11 |
Main Management Fund Advisors LLC | 11 | 11 | 9.22% | 18.33% | 45.56% | Q1 2021 | Q3 2023 | 11 |
GM Advisory Group, LLC | 11 | 11 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Windsor Capital Management, LLC | 9 | 2 | 0.07% | 0.12% | 0.17% | Q1 2020 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.22% | 0.39% | 0.66% | Q1 2021 | Q3 2023 | 11 |
Newfoundland Capital Management | 5 | 1 | 0.03% | 10.45% | 38.49% | Q4 2019 | Q3 2022 | 11 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 8 | 3 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 11 |
InterOcean Capital, LLC | 9 | 9 | 0.00% | 0.23% | 1.00% | Q2 2018 | Q2 2020 | 11 |
Bangor Savings Bank | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Alta Park Capital, LP | 5 | 1 | 4.48% | 7.40% | 11.09% | Q1 2019 | Q3 2023 | 11 |
BBVA USA Bancshares, Inc. | 6 | 5 | 0.04% | 0.11% | 0.25% | Q2 2018 | Q1 2021 | 11 |
ADELL HARRIMAN & CARPENTER INC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Secure Asset Management, LLC | 11 | 11 | 0.13% | 0.90% | 2.24% | Q1 2021 | Q3 2023 | 11 |
Goepper Burkhardt LLC | 11 | 11 | 0.14% | 0.21% | 0.28% | Q1 2021 | Q3 2023 | 11 |
CONDOR CAPITAL MANAGEMENT | 11 | 11 | 0.02% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Warberg Asset Management LLC | 6 | 1 | 0.23% | 2.28% | 8.97% | Q4 2020 | Q4 2022 | 11 |
Hoover Financial Advisors, Inc. | 11 | 11 | 0.51% | 6.01% | 17.90% | Q4 2018 | Q2 2021 | 11 |
HCR Wealth Advisors | 11 | 11 | 0.47% | 0.51% | 0.55% | Q1 2021 | Q3 2023 | 11 |
Elmwood Wealth Management, Inc. | 6 | 1 | 0.03% | 0.05% | 0.07% | Q2 2018 | Q4 2021 | 11 |
NewEdge Wealth, LLC | 11 | 11 | 0.02% | 0.04% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Provident Wealth Management, LLC | 8 | 3 | 0.12% | 0.18% | 0.26% | Q3 2020 | Q3 2023 | 11 |
NATIXIS ADVISORS, L.P. | 9 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 11 |
SkyOak Wealth, LLC | 10 | 1 | 0.05% | 0.64% | 1.06% | Q2 2020 | Q3 2023 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.16% | 0.32% | 0.47% | Q2 2018 | Q4 2020 | 11 |
CMG Global Holdings, LLC | 11 | 11 | 3.48% | 4.32% | 4.84% | Q1 2021 | Q3 2023 | 11 |
DIVIDEND ASSETS CAPITAL, LLC | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Bienville Capital Management, LLC | 7 | 4 | 0.30% | 1.16% | 3.03% | Q4 2020 | Q3 2023 | 11 |
Gitterman Wealth Management, LLC | 11 | 11 | 0.12% | 0.28% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Koss-Olinger Consulting, LLC | 11 | 11 | 0.06% | 0.19% | 0.48% | Q1 2021 | Q3 2023 | 11 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 10 | 1 | 0.07% | 0.37% | 0.80% | Q4 2020 | Q3 2023 | 11 |
WMS Partners, LLC | 11 | 11 | 0.09% | 0.32% | 0.60% | Q1 2021 | Q3 2023 | 11 |
CAHILL FINANCIAL ADVISORS INC | 11 | 11 | 0.07% | 0.11% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Soltis Investment Advisors LLC | 7 | 1 | 0.07% | 0.52% | 1.73% | Q2 2020 | Q3 2023 | 11 |
Paradigm Financial Partners, LLC | 9 | 2 | 0.20% | 0.67% | 1.18% | Q1 2020 | Q4 2022 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 0.21% | 0.22% | 0.23% | Q1 2021 | Q3 2023 | 11 |
SHAPIRO CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 11 |
Jasper Ridge Partners, L.P. | 11 | 11 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.04% | 0.15% | 0.34% | Q1 2021 | Q3 2023 | 11 |
ACT Advisors, LLC. | 11 | 11 | 0.36% | 7.70% | 16.88% | Q4 2020 | Q2 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.12% | 0.17% | 0.25% | Q4 2020 | Q3 2023 | 11 |
Octavia Wealth Advisors, LLC | 9 | 2 | 0.89% | 3.45% | 5.34% | Q4 2020 | Q3 2023 | 11 |
Facet Wealth, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Auxano Advisors, LLC | 7 | 3 | 0.00% | 0.13% | 0.21% | Q3 2020 | Q3 2023 | 11 |
First Capital Advisors Group, LLC. | 7 | 3 | 0.00% | 2.10% | 3.42% | Q2 2018 | Q2 2023 | 11 |
Colonial River Wealth Management, LLC | 8 | 3 | 0.84% | 2.03% | 4.34% | Q4 2020 | Q3 2023 | 11 |
Forward Management, LLC | 6 | 1 | 0.11% | 9.40% | 21.25% | Q1 2019 | Q1 2022 | 11 |
BANTA ASSET MANAGEMENT LP | 8 | 3 | 17.02% | 23.34% | 28.08% | Q4 2020 | Q3 2023 | 11 |
Mattern Wealth Management LLC | 7 | 1 | 0.22% | 0.45% | 0.75% | Q2 2020 | Q3 2023 | 11 |
St. Johns Investment Management Company, LLC | 7 | 1 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 11 |
BT Wealth Management LLC | 10 | 1 | 0.09% | 0.27% | 1.14% | Q4 2018 | Q2 2022 | 11 |
Onyx Bridge Wealth Group LLC | 11 | 11 | 0.11% | 1.03% | 4.12% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.21% | 0.34% | 0.41% | Q1 2021 | Q3 2023 | 11 |
Edge Wealth Management LLC | 9 | 2 | 0.01% | 0.04% | 0.21% | Q2 2018 | Q1 2023 | 11 |
Fountainhead AM, LLC | 7 | 4 | 0.10% | 0.13% | 0.22% | Q4 2020 | Q3 2023 | 11 |
Kensington Investment Counsel, LLC | 8 | 3 | 1.16% | 1.24% | 1.44% | Q4 2020 | Q3 2023 | 11 |
Guidance Point Advisors, LLC | 11 | 11 | 0.10% | 0.14% | 0.18% | Q1 2021 | Q3 2023 | 11 |
Rollins Financial | 8 | 3 | 13.25% | 15.92% | 20.55% | Q4 2020 | Q3 2023 | 11 |
South Shore Capital Advisors | 8 | 8 | 0.65% | 1.90% | 3.81% | Q4 2020 | Q3 2022 | 11 |
Burt Wealth Advisors | 11 | 11 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2020 | 11 |
Olympiad Research LP | 10 | 1 | 0.46% | 2.45% | 7.16% | Q4 2019 | Q3 2022 | 11 |
Kaizen Financial Strategies | 9 | 2 | 1.31% | 1.79% | 2.55% | Q4 2020 | Q3 2023 | 11 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 11 | 11 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q4 2020 | 11 |
SVA Wealth Management, LLC | 11 | 11 | 0.04% | 0.06% | 0.12% | Q2 2018 | Q4 2020 | 11 |
ENCOMPASS WEALTH ADVISORS, LLC | 11 | 11 | 0.06% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Fortis Capital Management LLC | 11 | 11 | 0.14% | 0.67% | 2.74% | Q1 2021 | Q3 2023 | 11 |
Curated Wealth Partners LLC | 6 | 5 | 0.09% | 0.36% | 0.80% | Q4 2020 | Q3 2023 | 11 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 6 | 1 | 4.79% | 6.02% | 6.82% | Q3 2020 | Q3 2023 | 11 |
BENEDICT FINANCIAL ADVISORS INC | 11 | 11 | 0.34% | 0.50% | 0.66% | Q1 2021 | Q3 2023 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Eastover Investment Advisors LLC | 11 | 11 | 0.21% | 0.33% | 0.40% | Q1 2021 | Q3 2023 | 11 |
Goldstein Munger & Associates | 9 | 2 | 0.06% | 0.09% | 0.12% | Q2 2018 | Q1 2021 | 11 |
Fairhaven Wealth Management, LLC | 9 | 2 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 11 |
Insight Advisors, LLC/ PA | 8 | 3 | 0.51% | 1.01% | 1.61% | Q4 2020 | Q3 2023 | 11 |
GOODWIN DANIEL L | 10 | 10 | 0.13% | 0.54% | 1.00% | Q2 2021 | Q3 2023 | 10 |
WNY Asset Management, LLC | 5 | 5 | 0.18% | 1.14% | 3.83% | Q1 2021 | Q3 2023 | 10 |
Independent Wealth Network Inc. | 9 | 9 | 0.00% | 0.58% | 2.00% | Q3 2021 | Q3 2023 | 10 |
Veracity Capital LLC | 8 | 1 | 0.03% | 0.21% | 0.33% | Q4 2020 | Q3 2023 | 10 |
Divergent Wealth Advisors | 10 | 10 | 0.12% | 0.13% | 0.16% | Q2 2018 | Q3 2020 | 10 |
MAPLELANE CAPITAL, LLC | 2 | 1 | 0.00% | 3.51% | 8.24% | Q2 2019 | Q4 2022 | 10 |
Leonard Green & Partners, L.P. | 3 | 1 | 0.79% | 12.88% | 43.78% | Q4 2018 | Q1 2022 | 10 |
10-15 ASSOCIATES, INC. | 10 | 10 | 0.14% | 0.32% | 0.77% | Q2 2018 | Q3 2020 | 10 |
PATRON PARTNERS, LLC | 10 | 10 | 0.26% | 0.41% | 0.71% | Q2 2021 | Q3 2023 | 10 |
Cherry Creek Investment Advisors, Inc. | 10 | 10 | 0.96% | 1.37% | 1.78% | Q2 2021 | Q3 2023 | 10 |
Accurate Wealth Management, LLC | 10 | 10 | 0.44% | 4.93% | 14.05% | Q2 2021 | Q3 2023 | 10 |
Transform Wealth, LLC | 9 | 1 | 0.03% | 0.33% | 0.90% | Q1 2020 | Q3 2022 | 10 |
Quaker Wealth Management, LLC | 6 | 1 | 0.09% | 0.14% | 0.19% | Q4 2019 | Q1 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.45% | 2.49% | 4.16% | Q2 2021 | Q3 2023 | 10 |
Hayden Royal, LLC | 9 | 1 | 0.90% | 1.91% | 3.74% | Q4 2018 | Q2 2021 | 10 |
Derbend Asset Management | 10 | 10 | 0.38% | 0.51% | 0.69% | Q2 2021 | Q3 2023 | 10 |
Pentwater Capital Management LP | 2 | 1 | 0.00% | 0.18% | 0.43% | Q4 2018 | Q3 2023 | 10 |
RiverTree Advisors, LLC | 8 | 2 | 0.22% | 2.67% | 4.29% | Q4 2020 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Farmers & Merchants Trust Co of Long Beach | 7 | 3 | 0.08% | 0.11% | 0.17% | Q3 2020 | Q3 2023 | 10 |
Legacy Wealth Planning, LLC | 9 | 1 | 0.26% | 0.48% | 0.68% | Q4 2019 | Q3 2022 | 10 |
Pinnacle Wealth Management Group, Inc. | 10 | 10 | 3.08% | 4.12% | 5.24% | Q2 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.02% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
NSI Retail Advisors, LLC | 10 | 10 | 10.46% | 14.17% | 20.91% | Q2 2021 | Q3 2023 | 10 |
LifePlan Financial Group, Inc | 10 | 10 | 0.64% | 0.82% | 1.23% | Q2 2018 | Q3 2020 | 10 |
CSM Advisors, LLC | 10 | 10 | 4.27% | 6.39% | 9.58% | Q2 2021 | Q3 2023 | 10 |
TD Capital Management LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 10 |
Fortress Wealth Group, LLC | 10 | 10 | 7.75% | 10.35% | 12.74% | Q2 2021 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.05% | 2.65% | 5.38% | Q4 2019 | Q1 2022 | 10 |
RIDGECREST WEALTH PARTNERS, LLC | 10 | 10 | 0.32% | 0.74% | 0.99% | Q2 2021 | Q3 2023 | 10 |
Vishria Bird Financial Group, LLC | 6 | 4 | 0.19% | 3.14% | 5.65% | Q4 2019 | Q3 2023 | 10 |
Optiver Holding B.V. | 10 | 10 | 0.01% | 0.17% | 0.64% | Q2 2021 | Q3 2023 | 10 |
Paradigm, Strategies in Wealth Management, LLC | 9 | 1 | 0.16% | 0.28% | 0.43% | Q1 2021 | Q3 2023 | 10 |
ACAS, LLC | 6 | 4 | 1.00% | 1.21% | 1.42% | Q1 2021 | Q3 2023 | 10 |
Fermata Advisors, LLC | 9 | 1 | 0.73% | 2.01% | 2.52% | Q1 2021 | Q3 2023 | 10 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 10 | 10 | 0.19% | 0.67% | 1.63% | Q2 2018 | Q3 2020 | 10 |
GARRISON POINT ADVISORS, LLC | 10 | 10 | 0.16% | 0.21% | 0.26% | Q2 2021 | Q3 2023 | 10 |
Altus Wealth Group LLC | 9 | 9 | 0.06% | 0.86% | 1.12% | Q4 2020 | Q4 2022 | 10 |
Weiss Asset Management LP | 5 | 1 | 0.02% | 0.61% | 3.11% | Q4 2018 | Q3 2023 | 10 |
Graticule Asia Macro Advisors LLC | 2 | 1 | 0.05% | 4.74% | 13.68% | Q2 2018 | Q3 2022 | 10 |
Draper Asset Management, LLC | 3 | 1 | 0.00% | 0.21% | 1.41% | Q1 2021 | Q2 2023 | 10 |
Atlas Principals, LLC | 10 | 10 | 4.52% | 11.34% | 27.88% | Q4 2019 | Q1 2022 | 10 |
Echo Wealth Management, LLC | 10 | 10 | 0.49% | 0.65% | 0.78% | Q4 2020 | Q1 2023 | 10 |
Ciovacco Capital Management LLC | 7 | 3 | 0.23% | 2.42% | 5.78% | Q4 2020 | Q3 2023 | 10 |
LMR Partners LLP | 4 | 3 | 0.12% | 2.81% | 8.79% | Q3 2021 | Q3 2023 | 10 |
Tanglewood Wealth Management, Inc. | 10 | 10 | 1.61% | 4.28% | 7.07% | Q2 2021 | Q3 2023 | 10 |
BECK CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.11% | 1.04% | 2.53% | Q4 2018 | Q3 2022 | 10 |
FCG ADVISORS, LLC | 10 | 10 | 0.23% | 0.66% | 1.04% | Q2 2018 | Q3 2020 | 10 |
Clarus Group, Inc. | 8 | 2 | 0.19% | 0.22% | 0.32% | Q4 2020 | Q2 2023 | 10 |
Kozak & Associates, Inc. | 9 | 1 | 11.71% | 15.84% | 21.10% | Q4 2020 | Q3 2023 | 10 |
HOURGLASS CAPITAL, LLC | 8 | 2 | 0.06% | 0.09% | 0.12% | Q2 2018 | Q4 2020 | 10 |
Beacon Capital Management, Inc. | 10 | 10 | 0.02% | 1.15% | 8.26% | Q2 2021 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.07% | 0.09% | 0.11% | Q1 2021 | Q2 2023 | 10 |
Symmetry Investments LP | 3 | 1 | 0.06% | 4.65% | 19.40% | Q4 2020 | Q3 2023 | 10 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.01% | 1.18% | 1.69% | Q4 2021 | Q3 2023 | 10 |
Sassicaia Capital Advisers LLC | 7 | 3 | 3.38% | 9.58% | 20.42% | Q4 2020 | Q2 2023 | 10 |
FOSTER & MOTLEY INC | 8 | 2 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q2 2023 | 10 |
Owl Creek Asset Management, L.P. | 2 | 1 | 4.15% | 13.57% | 39.64% | Q4 2018 | Q3 2023 | 10 |
Bank OZK | 9 | 1 | 0.10% | 0.15% | 0.20% | Q2 2020 | Q1 2023 | 10 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 8 | 2 | 0.62% | 3.77% | 6.20% | Q1 2021 | Q3 2023 | 10 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 5 | 1 | 0.10% | 0.12% | 0.17% | Q4 2020 | Q4 2023 | 10 |
SCS Capital Management LLC | 10 | 10 | 0.01% | 0.04% | 0.17% | Q2 2021 | Q3 2023 | 10 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 3 | 1.54% | 3.57% | 5.40% | Q1 2020 | Q3 2023 | 10 |
Garrison Point Capital, LLC | 10 | 10 | 0.28% | 3.60% | 11.72% | Q2 2020 | Q3 2022 | 10 |
AMJ Financial Wealth Management | 8 | 2 | 0.27% | 0.90% | 1.48% | Q4 2019 | Q2 2022 | 10 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 6 | 1 | 0.06% | 0.10% | 0.12% | Q4 2018 | Q3 2023 | 10 |
WADDELL & ASSOCIATES, LLC | 8 | 1 | 0.12% | 0.16% | 0.20% | Q3 2020 | Q3 2023 | 10 |
Shannon River Fund Management LLC | 3 | 1 | 7.07% | 14.96% | 32.40% | Q2 2018 | Q3 2023 | 10 |
INSPIRION WEALTH ADVISORS, LLC | 9 | 1 | 0.05% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 10 |
Integrity Financial Corp /WA | 8 | 8 | 0.33% | 1.33% | 4.14% | Q4 2021 | Q3 2023 | 10 |
EPIQ PARTNERS, LLC | 10 | 10 | 0.18% | 0.22% | 0.30% | Q4 2020 | Q1 2023 | 10 |
Mirador Capital Partners LP | 10 | 10 | 0.08% | 0.10% | 0.11% | Q3 2020 | Q4 2022 | 10 |
Towercrest Capital Management | 10 | 10 | 0.13% | 0.38% | 0.44% | Q2 2021 | Q3 2023 | 10 |
MARK ASSET MANAGEMENT LP | 4 | 3 | 0.27% | 6.21% | 13.52% | Q1 2019 | Q2 2022 | 10 |
NAVELLIER & ASSOCIATES INC | 4 | 1 | 0.06% | 0.48% | 1.26% | Q2 2018 | Q3 2021 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q1 2021 | 10 |
NORTHSTAR WEALTH PARTNERS LLC | 10 | 10 | 0.29% | 0.59% | 0.72% | Q2 2018 | Q3 2020 | 10 |
Lake Hills Wealth Management, LLC | 8 | 8 | 0.33% | 2.88% | 12.54% | Q4 2021 | Q3 2023 | 10 |
Old West Investment Management, LLC | 8 | 2 | 4.71% | 15.23% | 34.18% | Q2 2018 | Q3 2021 | 10 |
ARBOR TRUST WEALTH ADVISORS, LLC | 5 | 2 | 0.14% | 0.17% | 0.19% | Q3 2020 | Q2 2023 | 10 |
VALICENTI ADVISORY SERVICES INC | 10 | 10 | 0.07% | 0.08% | 0.11% | Q2 2021 | Q3 2023 | 10 |
Colorado Capital Management, Inc. | 10 | 10 | 1.22% | 1.39% | 1.51% | Q2 2021 | Q3 2023 | 10 |
NewSquare Capital LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
JAG CAPITAL MANAGEMENT, LLC | 7 | 3 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Bridgecreek Investment Management, LLC | 5 | 1 | 0.03% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 10 | 10 | 0.00% | 0.02% | 0.05% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 1.49% | 3.10% | 5.02% | Q1 2021 | Q3 2023 | 10 |
Callan Capital, LLC | 10 | 10 | 0.04% | 0.09% | 0.14% | Q2 2021 | Q3 2023 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 10 | 10 | 0.36% | 0.43% | 0.53% | Q2 2018 | Q3 2020 | 10 |
Ferris Capital, LLC | 4 | 3 | 0.05% | 0.06% | 0.07% | Q2 2018 | Q1 2022 | 10 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.17% | 0.52% | Q4 2020 | Q2 2023 | 10 |
CONNING INC. | 9 | 1 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 10 |
COOPER/HAIMS ADVISORS, LLC | 6 | 4 | 0.16% | 0.26% | 0.40% | Q4 2020 | Q3 2023 | 10 |
CARRET ASSET MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Sage Mountain Advisors LLC | 10 | 10 | 0.03% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 10 |
EP Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.28% | 0.48% | Q1 2019 | Q3 2023 | 10 |
Family Management Corp | 4 | 1 | 0.07% | 0.17% | 0.46% | Q1 2020 | Q3 2023 | 10 |
SCOGGIN MANAGEMENT LP | 5 | 1 | 1.85% | 8.34% | 14.99% | Q2 2021 | Q3 2023 | 10 |
Wealthspire Advisors, L.P. | 10 | 10 | 0.05% | 0.07% | 0.09% | Q2 2018 | Q3 2020 | 10 |
Spectrum Asset Management, Inc. (NB/CA) | 8 | 2 | 0.10% | 0.12% | 0.16% | Q3 2019 | Q1 2022 | 10 |
Sowa Financial Group, Inc. | 10 | 10 | 1.11% | 1.55% | 1.97% | Q4 2019 | Q1 2022 | 10 |
Systematic Alpha Investments, LLC | 7 | 3 | 0.05% | 0.17% | 0.42% | Q1 2021 | Q3 2023 | 10 |
ARKANSAS FINANCIAL GROUP, INC. | 10 | 10 | 0.34% | 1.54% | 2.22% | Q2 2021 | Q3 2023 | 10 |
Cordasco Financial Network | 10 | 10 | 0.01% | 0.23% | 0.38% | Q1 2020 | Q2 2022 | 10 |
BAROMETER CAPITAL MANAGEMENT INC. | 6 | 1 | 0.01% | 0.70% | 2.91% | Q2 2018 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.58% | 1.61% | 2.45% | Q4 2020 | Q3 2023 | 10 |
FAIRFIELD, BUSH & CO. | 3 | 1 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q2 2023 | 10 |
Hoese & Co LLP | 10 | 10 | 0.02% | 0.04% | 0.06% | Q3 2021 | Q4 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.05% | 0.36% | Q4 2018 | Q2 2022 | 10 |
Wellesley Investment Partners, LLC | 10 | 10 | 2.26% | 2.56% | 2.79% | Q2 2018 | Q3 2020 | 10 |
Price Wealth, LLC | 10 | 10 | 0.10% | 0.37% | 1.39% | Q2 2018 | Q3 2020 | 10 |
Inscription Capital, LLC | 10 | 10 | 0.09% | 0.20% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.66% | 1.24% | 2.86% | Q4 2020 | Q1 2023 | 10 |
CBIZ Investment Advisory Services, LLC | 9 | 1 | 0.10% | 0.32% | 1.65% | Q4 2019 | Q3 2022 | 10 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Serengeti Asset Management LP | 7 | 3 | 1.72% | 22.83% | 57.43% | Q2 2018 | Q4 2020 | 10 |
WESTWOOD HOLDINGS GROUP INC | 8 | 2 | 0.01% | 0.04% | 0.15% | Q3 2020 | Q3 2023 | 10 |
Soundwatch Capital LLC | 4 | 2 | 0.28% | 0.82% | 1.24% | Q2 2020 | Q3 2023 | 10 |
Lucia Wealth Services, LLC | 10 | 10 | 0.02% | 0.08% | 0.27% | Q2 2018 | Q3 2020 | 10 |
Triumph Capital Management | 10 | 10 | 0.93% | 5.18% | 9.88% | Q2 2021 | Q3 2023 | 10 |
Providence Capital Advisors, LLC | 8 | 2 | 0.00% | 0.06% | 0.07% | Q2 2018 | Q1 2021 | 10 |
BRIGADE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.14% | 1.79% | 5.70% | Q2 2018 | Q1 2023 | 10 |
3D ASSET MANAGEMENT, INC | 10 | 10 | 0.11% | 0.15% | 0.20% | Q2 2018 | Q3 2020 | 10 |
Dentgroup LLC | 9 | 9 | 0.23% | 0.30% | 0.38% | Q4 2021 | Q4 2023 | 9 |
REDMONT WEALTH ADVISORS LLC | 8 | 8 | 0.67% | 1.11% | 2.13% | Q4 2021 | Q3 2023 | 9 |
Point72 Middle East FZE | 4 | 4 | 0.12% | 0.92% | 3.43% | Q4 2022 | Q3 2023 | 9 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2021 | 9 |
Danda Trouve Investment Management, Inc. | 9 | 9 | 0.06% | 0.96% | 4.02% | Q4 2019 | Q4 2021 | 9 |
Hudson Bay Capital Management LP | 2 | 1 | 0.02% | 0.13% | 0.56% | Q3 2018 | Q3 2023 | 9 |
Global Financial Private Capital, Inc | 9 | 9 | 0.00% | 0.68% | 1.04% | Q2 2018 | Q2 2020 | 9 |
Empowered Funds, LLC | 7 | 1 | 0.16% | 1.90% | 4.70% | Q4 2019 | Q3 2023 | 9 |
Gunma Bank,Ltd. | 4 | 1 | 1.13% | 2.49% | 4.51% | Q2 2020 | Q1 2023 | 9 |
HOWLAND CAPITAL MANAGEMENT LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
FURE FINANCIAL CORP | 8 | 1 | 0.23% | 4.62% | 7.91% | Q4 2019 | Q1 2022 | 9 |
American Money Management, LLC | 9 | 9 | 0.18% | 0.30% | 0.40% | Q3 2021 | Q3 2023 | 9 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.05% | 0.09% | Q2 2018 | Q2 2023 | 9 |
PICTET ASSET MANAGEMENT LTD | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2020 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 2.26% | 3.45% | 4.50% | Q3 2021 | Q3 2023 | 9 |
WoodTrust Financial Corp | 5 | 1 | 0.05% | 0.09% | 0.14% | Q3 2020 | Q3 2023 | 9 |
Amtrust Financial Services, Inc. | 9 | 9 | 1.27% | 2.13% | 3.87% | Q1 2021 | Q1 2023 | 9 |
Zhang Financial LLC | 9 | 9 | 0.12% | 0.26% | 0.37% | Q3 2021 | Q3 2023 | 9 |
Ullmann Wealth Partners Group, LLC | 9 | 9 | 0.14% | 0.17% | 0.23% | Q3 2021 | Q3 2023 | 9 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 9 | 9 | 0.54% | 4.25% | 9.94% | Q4 2021 | Q4 2023 | 9 |
Crestline Management, LP | 4 | 1 | 0.25% | 1.15% | 2.30% | Q2 2019 | Q2 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.36% | 1.32% | 4.90% | Q3 2021 | Q3 2023 | 9 |
Cadent Capital Advisors, LLC | 6 | 1 | 0.02% | 0.95% | 7.44% | Q4 2020 | Q3 2023 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.05% | 0.07% | 0.13% | Q4 2020 | Q4 2022 | 9 |
Hunting Hill Global Capital, LLC | 2 | 1 | 0.61% | 3.30% | 15.75% | Q3 2020 | Q2 2023 | 9 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Perennial Advisors, LLC | 3 | 1 | 0.00% | 0.07% | 0.40% | Q2 2018 | Q3 2023 | 9 |
BEACON FINANCIAL GROUP | 9 | 9 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.10% | 0.12% | 0.16% | Q4 2021 | Q4 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.11% | 0.14% | 0.16% | Q4 2019 | Q4 2021 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.21% | 0.77% | 1.35% | Q2 2018 | Q2 2020 | 9 |
Falcon Wealth Planning | 9 | 9 | 0.10% | 0.14% | 0.19% | Q3 2021 | Q3 2023 | 9 |
Broadview Financial Management, LLC | 4 | 2 | 0.16% | 0.18% | 0.20% | Q2 2020 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 2.78% | 3.19% | 3.60% | Q3 2021 | Q3 2023 | 9 |
Waverly Advisors, LLC | 9 | 9 | 0.02% | 0.24% | 0.58% | Q3 2021 | Q3 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.06% | 0.12% | 0.15% | Q1 2021 | Q1 2023 | 9 |
Angeles Investment Advisors, LLC | 4 | 2 | 0.04% | 0.07% | 0.22% | Q1 2019 | Q4 2021 | 9 |
Menard Financial Group LLC | 8 | 1 | 0.44% | 0.81% | 0.92% | Q4 2019 | Q1 2022 | 9 |
Wharton Business Group, LLC | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q4 2021 | 9 |
Financial Enhancement Group LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 9 |
ROBERTS GLORE & CO INC /IL/ | 9 | 9 | 0.07% | 0.08% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Cinctive Capital Management LP | 2 | 1 | 0.26% | 1.53% | 6.13% | Q3 2020 | Q3 2023 | 9 |
Bellwether Advisors, LLC | 8 | 1 | 0.00% | 0.10% | 0.25% | Q4 2020 | Q1 2023 | 9 |
Midwest Professional Planners, LTD. | 4 | 1 | 0.60% | 1.44% | 2.28% | Q4 2019 | Q3 2023 | 9 |
Apella Capital, LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q4 2023 | 9 |
Laffer Tengler Investments, Inc. | 5 | 4 | 0.10% | 0.16% | 0.20% | Q2 2020 | Q3 2022 | 9 |
TIGER MANAGEMENT L.L.C. | 4 | 2 | 0.28% | 17.04% | 40.15% | Q2 2018 | Q4 2022 | 9 |
Johnson Midwest Financial, LLC | 6 | 3 | 0.01% | 10.15% | 22.60% | Q4 2020 | Q3 2023 | 9 |
NOVARE CAPITAL MANAGEMENT LLC | 5 | 4 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Bay Harbor Wealth Management, LLC | 9 | 9 | 0.00% | 0.18% | 0.36% | Q4 2018 | Q4 2020 | 9 |
Aull & Monroe Investment Management Corp | 6 | 3 | 0.10% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 9 |
Single Point Partners, LLC | 8 | 1 | 0.06% | 0.15% | 0.75% | Q2 2021 | Q3 2023 | 9 |
Summit Financial, LLC | 9 | 9 | 0.06% | 0.36% | 0.55% | Q3 2021 | Q3 2023 | 9 |
Hudson Value Partners, LLC | 6 | 3 | 0.14% | 0.17% | 0.23% | Q4 2020 | Q3 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 1.07% | 1.26% | 1.53% | Q4 2020 | Q4 2022 | 9 |
PRINCIPAL FINANCIAL GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q3 2023 | 9 |
Golden State Equity Partners | 6 | 3 | 0.29% | 0.96% | 1.70% | Q4 2020 | Q3 2023 | 9 |
COLLECTIVE FAMILY OFFICE LLC | 5 | 4 | 0.12% | 0.14% | 0.19% | Q4 2020 | Q3 2023 | 9 |
JUMP TRADING, LLC | 4 | 4 | 0.14% | 2.80% | 5.52% | Q2 2019 | Q1 2020 | 9 |
Townsend & Associates, Inc | 9 | 9 | 0.09% | 5.90% | 18.82% | Q3 2020 | Q3 2022 | 9 |
Greystone Financial Group, LLC | 4 | 1 | 0.12% | 0.44% | 0.87% | Q4 2020 | Q3 2023 | 9 |
Meridian Financial Partners LLC | 7 | 1 | 0.39% | 0.46% | 0.66% | Q2 2020 | Q3 2023 | 9 |
THOMPSON SIEGEL & WALMSLEY LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 9 |
MONETARY MANAGEMENT GROUP INC | 9 | 9 | 0.00% | 0.10% | 0.23% | Q3 2021 | Q3 2023 | 9 |
FOCUS Wealth Advisors, LLC | 7 | 2 | 0.15% | 1.54% | 6.44% | Q4 2020 | Q3 2023 | 9 |
Coco Enterprises, LLC | 5 | 4 | 0.49% | 7.88% | 25.17% | Q4 2020 | Q2 2023 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.50% | 0.77% | 0.96% | Q4 2020 | Q4 2022 | 9 |
XY Capital Ltd | 4 | 4 | 0.08% | 0.74% | 3.04% | Q4 2022 | Q3 2023 | 9 |
Graves Light Lenhart Wealth, Inc. | 7 | 2 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 9 |
3D/L Capital Management, LLC | 9 | 9 | 0.11% | 0.15% | 0.18% | Q1 2021 | Q1 2023 | 9 |
Private Capital Management, LLC | 7 | 1 | 0.06% | 0.07% | 0.09% | Q1 2020 | Q3 2023 | 9 |
Stonehage Fleming Financial Services Holdings Ltd | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q1 2021 | 9 |
Solstein Capital, LLC | 3 | 1 | 0.01% | 0.10% | 0.25% | Q2 2018 | Q3 2021 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.03% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 9 |
WELLINGTON MANAGEMENT GROUP LLP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 9 |
Full Sail Capital, LLC | 9 | 9 | 0.02% | 0.04% | 0.08% | Q3 2019 | Q3 2021 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 6.98% | 8.50% | 9.64% | Q4 2020 | Q4 2022 | 9 |
Lenox Wealth Management, Inc. | 9 | 9 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q2 2020 | 9 |
GRIES FINANCIAL LLC | 9 | 9 | 0.16% | 0.20% | 0.26% | Q3 2021 | Q3 2023 | 9 |
Activest Wealth Management | 6 | 3 | 6.29% | 12.10% | 17.00% | Q1 2021 | Q3 2023 | 9 |
Eisler Capital (UK) Ltd. | 3 | 1 | 0.04% | 1.22% | 2.97% | Q4 2021 | Q3 2023 | 9 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 8 | 1 | 0.61% | 1.51% | 3.32% | Q4 2020 | Q1 2023 | 9 |
TNF LLC | 9 | 9 | 0.82% | 1.10% | 1.55% | Q3 2021 | Q3 2023 | 9 |
Alliance Wealth Management Group | 9 | 9 | 0.20% | 0.22% | 0.24% | Q2 2021 | Q2 2023 | 9 |
SOROS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.03% | 4.76% | 29.51% | Q1 2020 | Q3 2023 | 9 |
H&H Retirement Design & Management INC | 6 | 3 | 0.13% | 0.16% | 0.31% | Q1 2021 | Q3 2023 | 9 |
BRAVE ASSET MANAGEMENT INC | 4 | 2 | 0.01% | 0.29% | 0.91% | Q2 2018 | Q3 2020 | 9 |
Ameritas Investment Company, LLC | 4 | 2 | 1.29% | 3.51% | 6.67% | Q1 2019 | Q3 2021 | 9 |
Gladius Capital Management LP | 2 | 1 | 0.06% | 1.02% | 3.46% | Q2 2018 | Q2 2023 | 9 |
Hurlow Wealth Management Group, Inc. | 5 | 4 | 0.14% | 0.22% | 0.38% | Q1 2021 | Q3 2023 | 9 |
VIVID FINANCIAL MANAGEMENT, INC. | 9 | 9 | 0.20% | 0.29% | 0.54% | Q4 2019 | Q4 2021 | 9 |
Capital Bank & Trust Co | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 9 |
BALASA DINVERNO & FOLTZ LLC | 9 | 9 | 0.05% | 0.08% | 0.09% | Q3 2020 | Q3 2022 | 9 |
Mint Tower Capital Management B.V. | 2 | 1 | 0.00% | 0.53% | 2.96% | Q3 2018 | Q1 2023 | 9 |
Eagle Bay Advisors LLC | 9 | 9 | 0.18% | 0.26% | 0.47% | Q3 2021 | Q3 2023 | 9 |
MIRABELLA FINANCIAL SERVICES LLP | 6 | 1 | 0.32% | 3.21% | 7.79% | Q3 2020 | Q1 2023 | 9 |
Brevan Howard Capital Management LP | 2 | 1 | 0.17% | 10.14% | 31.39% | Q3 2021 | Q3 2023 | 9 |
VAUGHAN & Co SECURITIES, INC. | 7 | 2 | 0.16% | 0.19% | 0.25% | Q4 2019 | Q1 2022 | 9 |
Investors Financial Group, LLC | 9 | 9 | 1.93% | 2.37% | 2.74% | Q4 2019 | Q4 2021 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.16% | 0.98% | 1.29% | Q4 2019 | Q3 2023 | 9 |
One River Asset Management, LLC | 4 | 4 | 0.53% | 2.09% | 6.57% | Q4 2022 | Q3 2023 | 9 |
Blue Chip Wealth Management, Inc. | 7 | 2 | 0.22% | 0.67% | 1.06% | Q2 2018 | Q3 2020 | 9 |
Leicht Financial Planning & Wealth Management, Inc. | 9 | 9 | 0.80% | 2.46% | 3.10% | Q2 2020 | Q2 2022 | 9 |
Vanguard Personalized Indexing Management, LLC | 4 | 1 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 9 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4 | 1 | 0.03% | 1.66% | 7.90% | Q3 2019 | Q1 2023 | 9 |
NewFocus Financial Group, LLC | 9 | 9 | 0.14% | 0.16% | 0.19% | Q4 2018 | Q4 2020 | 9 |
1900 WEALTH MANAGEMENT LLC | 8 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 9 |
SAM Advisors, LLC | 9 | 9 | 5.82% | 6.30% | 6.78% | Q3 2021 | Q3 2023 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
TRUEWEALTH LLC | 9 | 9 | 0.25% | 0.28% | 0.35% | Q2 2018 | Q2 2020 | 9 |
McAlister, Sweet & Associates, Inc. | 9 | 9 | 0.26% | 0.97% | 3.89% | Q4 2021 | Q4 2023 | 9 |
BFSG, LLC | 3 | 1 | 0.04% | 0.11% | 0.57% | Q3 2020 | Q3 2023 | 9 |
PVG ASSET MANAGEMENT CORP | 5 | 1 | 0.21% | 3.38% | 5.57% | Q4 2018 | Q3 2023 | 9 |
Heard Capital LLC | 3 | 2 | 0.13% | 0.49% | 0.86% | Q2 2022 | Q3 2023 | 8 |
Erickson Financial Group, LLC | 8 | 8 | 8.41% | 11.92% | 15.38% | Q4 2021 | Q3 2023 | 8 |
Ocean Endowment Partners, LLC | 8 | 8 | 1.17% | 4.18% | 8.27% | Q4 2019 | Q3 2021 | 8 |
Wealth Advisors of Iowa, LLC | 5 | 1 | 0.04% | 3.31% | 11.66% | Q1 2020 | Q2 2022 | 8 |
LEVIN CAPITAL STRATEGIES, L.P. | 6 | 1 | 0.18% | 0.27% | 0.45% | Q2 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
PYA Waltman Capital, LLC | 8 | 8 | 0.06% | 0.20% | 0.35% | Q4 2021 | Q3 2023 | 8 |
BHF RG Capital Inc. | 8 | 8 | 4.16% | 6.37% | 10.89% | Q4 2019 | Q3 2021 | 8 |
Lionsbridge Wealth Management LLC | 7 | 1 | 0.30% | 1.30% | 2.47% | Q4 2019 | Q1 2022 | 8 |
Private Capital Advisors, Inc. | 8 | 8 | 0.03% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 8 |
One Charles Private Wealth Services, LLC | 8 | 8 | 0.21% | 0.30% | 0.39% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.04% | 0.15% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Sabal Trust CO | 5 | 3 | 0.02% | 0.03% | 0.07% | Q4 2018 | Q4 2021 | 8 |
Wakefield Asset Management LLLP | 8 | 8 | 0.52% | 0.58% | 0.72% | Q1 2020 | Q4 2021 | 8 |
Covenant Multifamily Offices, LLC | 7 | 1 | 0.03% | 0.13% | 0.21% | Q1 2019 | Q3 2021 | 8 |
GW HENSSLER & ASSOCIATES LTD | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2023 | 8 |
Index Fund Advisors, Inc. | 8 | 8 | 0.02% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
BOYS ARNOLD & CO INC | 8 | 8 | 0.27% | 0.33% | 0.46% | Q2 2018 | Q1 2020 | 8 |
Coastal Bridge Advisors, LLC | 6 | 1 | 0.06% | 0.09% | 0.12% | Q3 2018 | Q3 2023 | 8 |
Coltrane Asset Management L.P. | 5 | 2 | 0.46% | 48.54% | 98.02% | Q3 2019 | Q3 2021 | 8 |
HC FINANCIAL ADVISORS INC | 8 | 8 | 0.00% | 0.12% | 0.15% | Q3 2020 | Q2 2022 | 8 |
Field & Main Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 1.02% | 1.17% | 1.40% | Q4 2018 | Q3 2020 | 8 |
BANK OF THE WEST | 8 | 8 | 0.04% | 0.09% | 0.13% | Q4 2020 | Q3 2022 | 8 |
FIL Ltd | 5 | 1 | 0.00% | 0.03% | 0.19% | Q2 2019 | Q3 2023 | 8 |
BTC Capital Management, Inc. | 7 | 1 | 0.41% | 0.47% | 0.53% | Q3 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.57% | 5.15% | 9.71% | Q4 2021 | Q3 2023 | 8 |
Honeycomb Asset Management LP | 3 | 1 | 4.11% | 6.06% | 9.60% | Q1 2019 | Q3 2022 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.26% | 0.34% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Schoolcraft Capital LLC | 8 | 8 | 0.13% | 0.16% | 0.23% | Q1 2019 | Q4 2020 | 8 |
CJM Wealth Advisers, Ltd. | 8 | 8 | 0.20% | 2.14% | 10.86% | Q4 2021 | Q3 2023 | 8 |
Rappaport Reiches Capital Management, LLC | 8 | 8 | 1.15% | 1.60% | 2.31% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 4.14% | 5.90% | 10.30% | Q4 2021 | Q3 2023 | 8 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.28% | 1.03% | 2.67% | Q1 2023 | Q3 2023 | 8 |
Socha Financial Group, LLC | 8 | 8 | 15.57% | 16.64% | 18.35% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.18% | 0.26% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Bensler, LLC | 8 | 8 | 1.35% | 1.53% | 1.78% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.69% | 0.95% | 1.10% | Q4 2021 | Q3 2023 | 8 |
LEO BROKERAGE, LLC | 4 | 2 | 0.09% | 0.54% | 1.42% | Q4 2020 | Q2 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.31% | 1.20% | 1.96% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 1.49% | 1.97% | 2.47% | Q4 2021 | Q3 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.33% | 0.57% | 0.90% | Q4 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.03% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
IBEX WEALTH ADVISORS | 7 | 1 | 0.14% | 0.36% | 0.60% | Q2 2019 | Q4 2022 | 8 |
Central Asset Investments & Management Holdings (HK) Ltd | 7 | 1 | 1.45% | 11.31% | 33.28% | Q3 2020 | Q2 2023 | 8 |
CABANA LLC | 3 | 1 | 0.13% | 16.34% | 72.62% | Q2 2018 | Q3 2021 | 8 |
Ascension Capital Advisors, Inc. | 5 | 1 | 0.17% | 3.70% | 5.87% | Q4 2019 | Q3 2023 | 8 |
RETIREMENT GUYS FORMULA LLC | 8 | 8 | 0.32% | 0.99% | 2.19% | Q4 2021 | Q3 2023 | 8 |
Presidio Capital Management, LLC | 8 | 8 | 0.84% | 10.98% | 22.30% | Q4 2021 | Q3 2023 | 8 |
Willingdon Wealth Management | 8 | 8 | 0.62% | 0.73% | 0.82% | Q2 2018 | Q1 2020 | 8 |
Astoria Portfolio Advisors LLC. | 8 | 8 | 0.28% | 0.51% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Warwick Investment Management, Inc. | 8 | 8 | 5.67% | 7.19% | 8.64% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.62% | 0.67% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.48% | 0.57% | 0.68% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 3.32% | 3.86% | 4.50% | Q4 2021 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 4.13% | 5.13% | 6.11% | Q4 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.21% | 0.60% | 1.10% | Q4 2021 | Q3 2023 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 1.01% | 2.32% | 3.64% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.04% | 3.08% | 15.02% | Q4 2021 | Q3 2023 | 8 |
Stearns Financial Services Group | 8 | 8 | 0.11% | 0.18% | 0.28% | Q2 2018 | Q1 2020 | 8 |
Objective Capital Management, LLC | 8 | 8 | 3.02% | 3.45% | 3.86% | Q4 2021 | Q3 2023 | 8 |
CAPSTONE WEALTH MANAGEMENT GROUP, LLC | 8 | 8 | 4.97% | 6.69% | 8.86% | Q4 2021 | Q3 2023 | 8 |
MAYPORT, LLC | 8 | 8 | 0.19% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.28% | 0.44% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Eversept Partners, LP | 4 | 1 | 5.01% | 9.34% | 18.11% | Q2 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.02% | 2.41% | 3.96% | Q4 2021 | Q3 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.78% | 0.93% | 1.14% | Q4 2021 | Q3 2023 | 8 |
LOWERY THOMAS, LLC | 8 | 8 | 4.82% | 6.18% | 8.01% | Q4 2021 | Q3 2023 | 8 |
Fortune 45 LLC | 8 | 8 | 11.63% | 15.90% | 22.24% | Q4 2021 | Q3 2023 | 8 |
Montz Harcus Wealth Management LLC | 8 | 8 | 2.24% | 2.51% | 2.66% | Q4 2021 | Q3 2023 | 8 |
My Personal CFO, LLC | 8 | 8 | 3.17% | 4.34% | 5.35% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.39% | 1.57% | 2.09% | Q4 2021 | Q3 2023 | 8 |
LWM Advisory Services, LLC | 8 | 8 | 0.54% | 0.72% | 1.04% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.32% | 0.38% | 0.44% | Q4 2021 | Q3 2023 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.37% | 0.50% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.85% | 1.12% | 1.62% | Q4 2021 | Q3 2023 | 8 |
PagnatoKarp Partners LLC | 8 | 8 | 0.22% | 0.28% | 0.36% | Q2 2018 | Q1 2020 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 2.32% | 2.69% | 2.96% | Q4 2021 | Q3 2023 | 8 |
McDonough Capital Management, Inc | 8 | 8 | 0.49% | 0.52% | 0.55% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 1.55% | 1.82% | 2.01% | Q4 2021 | Q3 2023 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.17% | 0.39% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 1.37% | 3.33% | Q4 2021 | Q3 2023 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 1.01% | 1.16% | 1.35% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 5.15% | 6.08% | 7.08% | Q4 2021 | Q3 2023 | 8 |
TCM Advisors, LLC | 8 | 8 | 4.57% | 16.71% | 25.67% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.14% | 0.17% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Granite Bay Wealth Management, LLC | 8 | 8 | 1.66% | 8.93% | 16.93% | Q4 2021 | Q3 2023 | 8 |
ETF Store, Inc. | 8 | 8 | 0.58% | 0.64% | 0.78% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.19% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Intergy Private Wealth, LLC | 8 | 8 | 18.96% | 22.17% | 27.28% | Q4 2021 | Q3 2023 | 8 |
Roger Wittlin Investment Advisory, LLC | 8 | 8 | 0.84% | 2.82% | 5.61% | Q4 2021 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.14% | 0.39% | 0.52% | Q4 2021 | Q3 2023 | 8 |
HFG Advisors, Inc. | 8 | 8 | 7.01% | 8.62% | 11.54% | Q4 2021 | Q3 2023 | 8 |
VANCE WEALTH, INC. | 8 | 8 | 1.97% | 3.59% | 7.88% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.06% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.11% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 1.06% | 1.44% | 1.80% | Q4 2021 | Q3 2023 | 8 |
Kellett Wealth Advisors, LLC | 8 | 8 | 4.87% | 7.37% | 16.71% | Q4 2021 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 0.24% | 0.29% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.66% | 0.80% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 6.17% | 7.05% | 8.12% | Q4 2021 | Q3 2023 | 8 |
TILIA FIDUCIARY PARTNERS, INC. | 8 | 8 | 0.20% | 0.23% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Archvest Wealth Advisors, Inc. | 8 | 8 | 0.57% | 0.70% | 1.06% | Q4 2021 | Q3 2023 | 8 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 8 | 8 | 2.76% | 5.77% | 8.91% | Q2 2020 | Q1 2022 | 8 |
DIXON FNANCIAL SERVICES, INC. | 8 | 8 | 0.20% | 0.24% | 0.30% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.05% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 8 |
WEST MICHIGAN ADVISORS, LLC | 8 | 8 | 0.13% | 0.31% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.40% | 0.54% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 4 | 3 | 0.00% | 0.07% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Lauterbach Financial Advisors, LLC | 8 | 8 | 1.26% | 1.53% | 1.81% | Q4 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.58% | 0.70% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 2.65% | 7.97% | 30.99% | Q4 2021 | Q3 2023 | 8 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 1.50% | 2.14% | 3.26% | Q1 2021 | Q3 2023 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 1.81% | 2.00% | 2.22% | Q4 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.13% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 8 |
VALLEY WEALTH MANAGERS, INC. | 6 | 1 | 0.01% | 0.04% | 0.17% | Q2 2018 | Q3 2023 | 8 |
FAGAN ASSOCIATES, INC. | 3 | 1 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.02% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 0.57% | 1.08% | 2.30% | Q4 2021 | Q3 2023 | 8 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.00% | 4.17% | 6.41% | Q4 2021 | Q2 2023 | 8 |
HERBST GROUP, LLC | 8 | 8 | 2.43% | 2.65% | 3.05% | Q4 2021 | Q3 2023 | 8 |
JOURNEY STRATEGIC WEALTH LLC | 8 | 8 | 0.09% | 0.19% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.00% | 0.10% | 0.61% | Q4 2021 | Q3 2023 | 8 |
Richmond Brothers, Inc. | 8 | 8 | 30.62% | 34.00% | 36.88% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.27% | 1.60% | 4.36% | Q4 2021 | Q3 2023 | 8 |
KENFARB & CO. | 8 | 8 | 0.52% | 0.66% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Starfox Financial Services, LLC | 8 | 8 | 6.18% | 9.50% | 12.03% | Q4 2021 | Q3 2023 | 8 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 8 | 8 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q1 2020 | 8 |
Gouws Capital LLC | 8 | 8 | 9.13% | 10.63% | 12.94% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 0.48% | 0.76% | 1.21% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.10% | 0.35% | 1.46% | Q4 2021 | Q3 2023 | 8 |
YARGER WEALTH STRATEGIES, LLC | 8 | 8 | 0.33% | 0.47% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Members Advisory Group LLC | 8 | 8 | 3.55% | 4.29% | 5.12% | Q4 2021 | Q3 2023 | 8 |
Bayesian Capital Management, LP | 3 | 1 | 0.11% | 0.85% | 3.78% | Q2 2018 | Q3 2021 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 6.08% | 10.00% | 14.88% | Q4 2021 | Q3 2023 | 8 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 8 | 8 | 4.61% | 6.59% | 7.73% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 2.27% | 3.14% | 4.86% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.06% | 0.10% | 0.16% | Q4 2021 | Q3 2023 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.27% | 0.36% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Darrow Company, Inc. | 8 | 8 | 9.87% | 11.30% | 12.57% | Q4 2021 | Q3 2023 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 0.35% | 0.43% | 0.51% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.14% | 0.19% | 0.34% | Q4 2021 | Q3 2023 | 8 |
BLODGETT WEALTH ADVISORS, LLC | 8 | 8 | 0.26% | 0.31% | 0.42% | Q4 2021 | Q3 2023 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 3.38% | 4.03% | 4.84% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 2.50% | 5.98% | Q1 2022 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.05% | 0.09% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.10% | 0.36% | 1.80% | Q4 2021 | Q3 2023 | 8 |
Columbus Macro, LLC | 6 | 1 | 0.18% | 0.60% | 1.36% | Q4 2019 | Q3 2023 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.02% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 5.19% | 5.89% | 6.51% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.38% | 0.45% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Alphadyne Asset Management LP | 2 | 1 | 0.82% | 11.36% | 32.24% | Q2 2018 | Q2 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.49% | 0.64% | 0.89% | Q4 2021 | Q3 2023 | 8 |
Taylor Hoffman Wealth Management | 7 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2020 | 8 |
MKT Advisors LLC | 8 | 8 | 0.42% | 0.77% | 0.95% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.18% | 0.88% | 1.35% | Q4 2021 | Q3 2023 | 8 |
American Planning Services, Inc. | 8 | 8 | 0.84% | 7.64% | 27.10% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.35% | 0.39% | 0.45% | Q4 2021 | Q3 2023 | 8 |
Scott Capital Advisors, LLC | 8 | 8 | 1.63% | 1.87% | 2.13% | Q4 2021 | Q3 2023 | 8 |
Synergy Financial Group, LTD | 8 | 8 | 0.22% | 0.99% | 1.63% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 1.44% | 2.63% | 5.57% | Q4 2021 | Q3 2023 | 8 |
Orcam Financial Group | 8 | 8 | 0.39% | 0.45% | 0.51% | Q4 2021 | Q3 2023 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.38% | 0.63% | 1.72% | Q4 2021 | Q3 2023 | 8 |
Stiles Financial Services Inc | 8 | 8 | 0.72% | 0.83% | 0.97% | Q4 2021 | Q3 2023 | 8 |
DBK Financial Counsel, LLC | 8 | 8 | 4.98% | 5.77% | 7.23% | Q4 2021 | Q3 2023 | 8 |
Manhattan West Asset Management, LLC | 8 | 8 | 0.15% | 0.42% | 1.24% | Q4 2021 | Q3 2023 | 8 |
AVAII WEALTH MANAGEMENT, LLC | 8 | 8 | 1.91% | 2.83% | 3.47% | Q4 2021 | Q3 2023 | 8 |
Royal Capital Wealth Management, LLC | 8 | 8 | 1.51% | 1.80% | 2.00% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.40% | 0.61% | 1.08% | Q4 2021 | Q3 2023 | 8 |
DOPKINS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.32% | 0.55% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 4.56% | 4.87% | 5.44% | Q4 2021 | Q3 2023 | 8 |
Highview Capital Management LLC/DE/ | 8 | 8 | 0.26% | 1.08% | 2.62% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q3 2023 | 8 |
ML & R WEALTH MANAGEMENT LLC | 8 | 8 | 0.08% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.20% | 0.24% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 2.90% | 14.80% | Q4 2020 | Q3 2022 | 8 |
Masso Torrence Wealth Management Inc. | 8 | 8 | 0.28% | 1.87% | 4.15% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.17% | 0.20% | 0.25% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.06% | 0.10% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 2.00% | 2.68% | 5.07% | Q4 2021 | Q3 2023 | 8 |
Georgetown University | 8 | 8 | 16.36% | 22.73% | 39.08% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.02% | 0.03% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 1.65% | 4.51% | 10.67% | Q4 2021 | Q3 2023 | 8 |
Axiom Investment Management LLC | 3 | 1 | 0.00% | 0.41% | 0.99% | Q4 2018 | Q3 2022 | 8 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Geometric Wealth Advisors | 8 | 8 | 0.21% | 0.51% | 2.24% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 1.28% | 1.49% | 1.85% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.85% | 1.06% | 1.38% | Q1 2021 | Q3 2023 | 8 |
ARVEST TRUST CO N A | 8 | 8 | 0.90% | 1.25% | 1.89% | Q4 2021 | Q3 2023 | 8 |
Baugh & Associates, LLC | 5 | 3 | 0.13% | 0.14% | 0.14% | Q1 2021 | Q3 2023 | 8 |
Whelan Financial | 5 | 3 | 0.14% | 0.20% | 0.26% | Q3 2021 | Q3 2023 | 8 |
ING GROEP NV | 4 | 4 | 0.16% | 0.98% | 2.74% | Q2 2018 | Q3 2023 | 8 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 6 | 2 | 6.89% | 10.07% | 14.66% | Q3 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 8 |
MBB PUBLIC MARKETS I LLC | 5 | 2 | 0.04% | 0.18% | 0.42% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.64% | 0.92% | 1.28% | Q4 2021 | Q3 2023 | 8 |
Holland Advisory Services, Inc. | 8 | 8 | 0.31% | 0.38% | 0.46% | Q4 2021 | Q3 2023 | 8 |
GODSEY & GIBB, INC | 4 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.11% | 0.18% | 0.32% | Q3 2021 | Q3 2023 | 8 |
McElhenny Sheffield Capital Management, LLC | 8 | 8 | 0.03% | 11.01% | 27.60% | Q3 2021 | Q2 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q4 2021 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.07% | 0.14% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Rossmore Private Capital | 8 | 8 | 0.08% | 0.13% | 0.22% | Q2 2018 | Q1 2020 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 5.13% | 6.99% | 9.76% | Q4 2021 | Q3 2023 | 8 |
Pointe Capital Management LLC | 6 | 2 | 0.27% | 0.32% | 0.41% | Q2 2018 | Q2 2020 | 8 |
WEXFORD CAPITAL LP | 2 | 1 | 0.03% | 0.42% | 1.46% | Q3 2018 | Q1 2023 | 8 |
CV Advisors LLC | 8 | 8 | 1.10% | 2.62% | 11.86% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors | 8 | 8 | 0.08% | 0.19% | 0.51% | Q4 2021 | Q3 2023 | 8 |
Gordian Capital Singapore Pte Ltd | 8 | 8 | 0.00% | 0.42% | 1.30% | Q4 2021 | Q3 2023 | 8 |
Norinchukin Bank, The | 8 | 8 | 0.35% | 1.47% | 3.08% | Q2 2020 | Q1 2022 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.05% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
WealthTrust Asset Management, LLC | 4 | 4 | 0.24% | 4.50% | 8.80% | Q2 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 1.87% | 2.23% | 2.49% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.39% | 0.56% | 0.83% | Q4 2020 | Q3 2022 | 8 |
Keystone Financial Services | 8 | 8 | 0.17% | 0.19% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Clarity Financial LLC | 4 | 1 | 0.05% | 0.76% | 2.83% | Q1 2021 | Q3 2023 | 8 |
Westwood Wealth Management | 7 | 7 | 0.03% | 0.74% | 1.13% | Q1 2022 | Q3 2023 | 8 |
CloudAlpha Capital Management Limited/Hong Kong | 6 | 2 | 0.70% | 7.87% | 22.01% | Q4 2020 | Q3 2023 | 8 |
TECTONIC ADVISORS LLC | 6 | 2 | 0.04% | 0.30% | 1.81% | Q4 2020 | Q4 2022 | 8 |
EMFO, LLC | 8 | 8 | 0.03% | 0.42% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Capital Group Private Client Services, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 4 | 2 | 0.09% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 8 |
Exeter Financial, LLC | 8 | 8 | 0.13% | 0.16% | 0.18% | Q4 2020 | Q3 2022 | 8 |
Ignite Planners, LLC | 8 | 8 | 0.40% | 0.65% | 1.01% | Q4 2021 | Q3 2023 | 8 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.20% | 2.22% | 8.01% | Q1 2020 | Q1 2023 | 8 |
KilterHowling LLC | 8 | 8 | 6.35% | 7.78% | 8.80% | Q4 2021 | Q3 2023 | 8 |
FFT WEALTH MANAGEMENT LLC | 5 | 1 | 0.00% | 0.28% | 0.56% | Q2 2021 | Q3 2023 | 8 |
Costello Asset Management, INC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q1 2022 | 8 |
Strategic Investment Advisors / MI | 3 | 1 | 0.03% | 0.49% | 0.97% | Q4 2018 | Q3 2023 | 8 |
AAFMAA Wealth Management & Trust LLC | 8 | 8 | 2.51% | 2.91% | 3.64% | Q4 2021 | Q3 2023 | 8 |
Boyd Wealth Management, LLC | 8 | 8 | 0.29% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.58% | 1.22% | 2.79% | Q4 2020 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.04% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Oder Investment Management, LLC | 7 | 1 | 0.39% | 0.99% | 1.39% | Q4 2020 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.91% | 1.12% | 1.32% | Q4 2021 | Q3 2023 | 8 |
Sterneck Capital Management, LLC | 8 | 8 | 0.98% | 1.29% | 1.58% | Q2 2018 | Q1 2020 | 8 |
Windsor Creek Advisors, LLC | 6 | 2 | 0.21% | 1.14% | 2.29% | Q3 2019 | Q4 2021 | 8 |
TKG Advisors, LLC | 8 | 8 | 2.43% | 3.14% | 3.64% | Q4 2021 | Q3 2023 | 8 |
Cerro Pacific Wealth Advisors LLC | 4 | 1 | 0.37% | 1.55% | 3.96% | Q4 2020 | Q1 2023 | 8 |
M. Kulyk & Associates, LLC | 8 | 8 | 0.09% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Lazard Freres Gestion S.A.S. | 6 | 2 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 8 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 3 | 0.07% | 0.09% | 0.13% | Q2 2018 | Q2 2020 | 8 |
Yarbrough Capital, LLC | 8 | 8 | 0.58% | 1.95% | 3.68% | Q4 2021 | Q3 2023 | 8 |
Galvin, Gaustad & Stein, LLC | 6 | 2 | 0.02% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 8 |
Birchcreek Wealth Management, LLC | 7 | 1 | 0.08% | 1.04% | 1.75% | Q4 2020 | Q3 2023 | 8 |
Bain Capital Public Equity Management II, LLC | 6 | 2 | 0.01% | 1.67% | 3.20% | Q1 2021 | Q2 2023 | 8 |
Solitude Financial Services | 5 | 3 | 0.16% | 0.80% | 2.17% | Q1 2021 | Q3 2023 | 8 |
Oak Harvest Investment Services | 5 | 3 | 0.07% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 0.27% | 0.45% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Jump Financial, LLC | 4 | 1 | 0.97% | 5.39% | 12.40% | Q3 2020 | Q3 2023 | 8 |
MTM Investment Management, LLC | 8 | 8 | 0.18% | 0.30% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.22% | 0.43% | 0.60% | Q4 2021 | Q3 2023 | 8 |
IBERIABANK CORP | 8 | 8 | 0.05% | 0.07% | 0.14% | Q3 2018 | Q2 2020 | 8 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
WIPFLI FINANCIAL ADVISORS LLC, | 8 | 8 | 0.03% | 0.17% | 0.67% | Q4 2020 | Q3 2022 | 8 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 3 | 1 | 0.07% | 1.29% | 3.99% | Q3 2018 | Q1 2023 | 8 |
Capital Advisors Wealth Management, LLC | 8 | 8 | 0.11% | 0.30% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Client First Capital LLC | 8 | 8 | 7.75% | 9.93% | 13.67% | Q4 2021 | Q3 2023 | 8 |
BNC WEALTH MANAGEMENT, LLC | 8 | 8 | 0.51% | 0.63% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 2.24% | 2.56% | 2.92% | Q4 2021 | Q3 2023 | 8 |
Northstar Advisory Group, LLC | 4 | 1 | 0.45% | 2.20% | 6.22% | Q2 2021 | Q3 2023 | 8 |
Horizon Wealth Management, LLC | 8 | 8 | 4.32% | 8.07% | 15.11% | Q4 2021 | Q3 2023 | 8 |
Truadvice, LLC | 7 | 1 | 0.11% | 0.90% | 2.57% | Q2 2021 | Q3 2023 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.74% | 1.05% | 1.55% | Q4 2021 | Q4 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.39% | 0.49% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Charles Schwab Trust Co | 5 | 1 | 0.07% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 8 |
Candlestick Capital Management LP | 3 | 1 | 3.24% | 4.61% | 6.89% | Q4 2019 | Q3 2023 | 8 |
Delta Accumulation, LLC | 4 | 4 | 0.18% | 1.15% | 2.22% | Q4 2022 | Q3 2023 | 8 |
CUTLER INVESTMENT COUNSEL LLC | 7 | 7 | 0.02% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 8 |
Madison Asset Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
MATTERN CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.04% | 0.11% | 0.31% | Q1 2021 | Q3 2023 | 8 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
London & Capital Asset Management Ltd | 7 | 7 | 0.04% | 0.10% | 0.33% | Q4 2018 | Q2 2020 | 7 |
Ulysses Management LLC | 3 | 1 | 0.60% | 3.94% | 9.94% | Q4 2020 | Q3 2023 | 7 |
BANK PICTET & CIE (ASIA) LTD | 6 | 1 | 0.10% | 0.26% | 0.54% | Q2 2018 | Q2 2021 | 7 |
ARS Wealth Advisors Group, LLC | 6 | 1 | 0.05% | 0.10% | 0.16% | Q3 2021 | Q3 2023 | 7 |
FACTORY MUTUAL INSURANCE CO | 7 | 7 | 1.23% | 1.68% | 2.41% | Q1 2022 | Q3 2023 | 7 |
QCM Cayman, Ltd. | 3 | 1 | 0.49% | 2.46% | 5.60% | Q4 2018 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Eidelman Virant Capital | 7 | 7 | 0.10% | 0.13% | 0.16% | Q1 2021 | Q3 2022 | 7 |
Quantbot Technologies LP | 2 | 1 | 0.00% | 0.18% | 0.40% | Q3 2019 | Q2 2023 | 7 |
TRH Financial, LLC | 7 | 7 | 0.07% | 0.10% | 0.13% | Q4 2020 | Q2 2022 | 7 |
Titan Capital Management, LLC /TX | 4 | 1 | 0.09% | 8.39% | 18.07% | Q2 2019 | Q4 2021 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.08% | 0.12% | 0.17% | Q1 2022 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 2 | 1 | 0.14% | 0.19% | 0.23% | Q4 2019 | Q3 2023 | 7 |
White Knight Strategic Wealth Advisors, LLC | 4 | 3 | 0.28% | 0.30% | 0.34% | Q4 2021 | Q3 2023 | 7 |
DDD Partners, LLC | 7 | 7 | 0.04% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Covalent Partners LLC | 2 | 1 | 0.01% | 1.44% | 5.27% | Q2 2018 | Q4 2022 | 7 |
Congress Wealth Management LLC / DE / | 6 | 1 | 0.05% | 0.20% | 0.94% | Q4 2021 | Q3 2023 | 7 |
American Trust | 4 | 3 | 0.56% | 0.81% | 1.02% | Q4 2021 | Q3 2023 | 7 |
Cougar Global Investments Ltd | 7 | 7 | 0.39% | 1.30% | 5.46% | Q1 2019 | Q3 2020 | 7 |
Waypoint Capital Advisors, LLC | 4 | 3 | 0.08% | 0.14% | 0.27% | Q4 2021 | Q3 2023 | 7 |
CAPITAL PERFORMANCE ADVISORS LLP | 7 | 7 | 0.25% | 0.30% | 0.36% | Q4 2021 | Q2 2023 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.76% | 1.11% | 1.59% | Q4 2021 | Q2 2023 | 7 |
Aspire Capital Advisors LLC | 7 | 7 | 0.18% | 0.23% | 0.29% | Q1 2022 | Q3 2023 | 7 |
OLIO Financial Planning | 7 | 7 | 0.12% | 0.15% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Corvex Management LP | 2 | 1 | 0.77% | 10.32% | 23.71% | Q4 2018 | Q4 2022 | 7 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Gunderson Capital Management Inc. | 4 | 3 | 0.17% | 0.25% | 0.38% | Q1 2019 | Q4 2023 | 7 |
Scissortail Wealth Management, LLC | 4 | 3 | 0.10% | 3.25% | 7.04% | Q4 2021 | Q3 2023 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.03% | 0.08% | 0.22% | Q1 2022 | Q3 2023 | 7 |
WASHINGTON TRUST BANK | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 7 |
Van Leeuwen & Company, LLC | 7 | 7 | 0.43% | 2.59% | 5.57% | Q2 2021 | Q4 2022 | 7 |
White Lighthouse Investment Management Inc. | 7 | 7 | 0.89% | 0.97% | 1.13% | Q1 2022 | Q3 2023 | 7 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 7 |
STRATEGIC WEALTH MANAGEMENT INC | 7 | 7 | 1.69% | 2.65% | 3.90% | Q2 2020 | Q4 2021 | 7 |
TCWP LLC | 7 | 7 | 0.08% | 0.32% | 0.92% | Q4 2021 | Q2 2023 | 7 |
J. W. Coons Advisors, LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 5.22% | 8.52% | 11.44% | Q4 2019 | Q2 2021 | 7 |
Eagle Strategies LLC | 4 | 3 | 0.22% | 1.08% | 3.21% | Q4 2021 | Q3 2023 | 7 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 5 | 2 | 0.25% | 0.39% | 0.57% | Q4 2021 | Q3 2023 | 7 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 7 | 7 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2019 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
CONSILIO WEALTH ADVISORS, LLC | 7 | 7 | 4.73% | 6.27% | 7.40% | Q1 2022 | Q3 2023 | 7 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 7 | 7 | 0.21% | 4.44% | 7.21% | Q1 2022 | Q3 2023 | 7 |
New Perspectives, Inc | 7 | 7 | 12.01% | 13.85% | 15.70% | Q2 2021 | Q4 2022 | 7 |
North Fourth Asset Management, LP | 2 | 1 | 1.36% | 5.77% | 17.53% | Q1 2019 | Q3 2023 | 7 |
D. E. Shaw & Co., Inc. | 4 | 1 | 0.00% | 0.19% | 1.12% | Q1 2019 | Q1 2023 | 7 |
New Millennium Group LLC | 7 | 7 | 0.26% | 4.20% | 14.36% | Q1 2022 | Q3 2023 | 7 |
GREENUP STREET WEALTH MANAGEMENT LLC | 4 | 3 | 5.56% | 8.48% | 11.84% | Q4 2021 | Q3 2023 | 7 |
Axiom Financial Strategies, LLC | 6 | 1 | 0.09% | 0.12% | 0.13% | Q2 2021 | Q1 2023 | 7 |
Glovista Investments LLC | 5 | 1 | 0.02% | 0.32% | 0.68% | Q1 2020 | Q3 2021 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.18% | 0.20% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Southern Farm Bureau Life Insurance | 7 | 7 | 2.15% | 3.75% | 4.70% | Q4 2020 | Q2 2022 | 7 |
KLK CAPITAL MANAGEMENT LLC | 5 | 1 | 0.28% | 0.70% | 0.91% | Q2 2021 | Q3 2023 | 7 |
Fiduciary Planning LLC | 3 | 1 | 0.00% | 4.69% | 18.06% | Q4 2019 | Q2 2023 | 7 |
Stratos Investment Management, LLC | 5 | 1 | 0.07% | 0.10% | 0.12% | Q4 2019 | Q4 2021 | 7 |
Graham Capital Management, L.P. | 2 | 1 | 1.92% | 4.50% | 10.44% | Q2 2018 | Q3 2023 | 7 |
Blackston Financial Advisory Group, LLC | 7 | 7 | 0.71% | 0.86% | 1.25% | Q4 2021 | Q2 2023 | 7 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 4 | 3 | 0.69% | 0.97% | 1.41% | Q4 2021 | Q3 2023 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.00% | 0.06% | 0.11% | Q4 2021 | Q2 2023 | 7 |
Blackstone Inc. | 3 | 1 | 0.19% | 1.64% | 4.37% | Q3 2020 | Q3 2023 | 7 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 5 | 2 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q1 2021 | 7 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 3 | 2 | 0.18% | 5.31% | 26.26% | Q1 2020 | Q2 2023 | 7 |
Autumn Glory Partners, LLC | 6 | 1 | 0.12% | 1.13% | 2.05% | Q4 2021 | Q3 2023 | 7 |
Prince Street Capital Management LLC | 5 | 1 | 4.58% | 9.41% | 19.43% | Q4 2019 | Q2 2022 | 7 |
Rainsberger Wealth Advisors, Inc. | 6 | 1 | 2.80% | 3.23% | 4.20% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.73% | 0.83% | 1.16% | Q4 2021 | Q3 2023 | 7 |
Narus Financial Partners, LLC | 7 | 7 | 0.14% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Desjardins Global Asset Management Inc. | 7 | 7 | 0.01% | 0.51% | 1.33% | Q1 2022 | Q3 2023 | 7 |
Nvest Financial, LLC | 7 | 7 | 1.27% | 1.41% | 1.58% | Q1 2022 | Q3 2023 | 7 |
Lighthouse Investment Partners, LLC | 7 | 7 | 0.08% | 1.78% | 3.91% | Q1 2022 | Q3 2023 | 7 |
Beirne Wealth Consulting Services, LLC | 6 | 1 | 0.28% | 0.39% | 0.57% | Q4 2018 | Q4 2020 | 7 |
CHILTON CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Chescapmanager LLC | 3 | 1 | 9.93% | 12.93% | 19.04% | Q2 2018 | Q3 2023 | 7 |
WorthPointe, LLC | 4 | 3 | 0.14% | 0.45% | 0.87% | Q4 2021 | Q3 2023 | 7 |
Royal Harbor Partners, LLC | 6 | 1 | 1.66% | 2.71% | 3.52% | Q1 2020 | Q3 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 2.74% | 3.36% | 4.14% | Q1 2022 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.22% | 0.43% | 0.58% | Q4 2019 | Q2 2021 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.05% | 0.09% | 0.10% | Q2 2020 | Q4 2021 | 7 |
Truehand, Inc | 7 | 7 | 0.19% | 0.32% | 0.38% | Q2 2020 | Q4 2021 | 7 |
TRIAD FINANCIAL ADVISORS, INC. | 4 | 3 | 0.08% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 7 |
Ergoteles LLC | 5 | 1 | 0.01% | 0.10% | 0.35% | Q1 2021 | Q1 2023 | 7 |
Whitnell & Co. | 7 | 7 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q4 2019 | 7 |
LIBRA WEALTH LLC | 5 | 2 | 0.01% | 0.20% | 0.28% | Q4 2021 | Q3 2023 | 7 |
Sterling Investment Counsel, LLC | 7 | 7 | 0.25% | 0.29% | 0.37% | Q1 2022 | Q3 2023 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.13% | 1.74% | 10.20% | Q1 2022 | Q3 2023 | 7 |
Brightworth | 4 | 1 | 0.02% | 0.08% | 0.17% | Q2 2018 | Q2 2022 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.97% | 1.13% | 1.36% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
WT Wealth Management | 4 | 3 | 0.30% | 0.40% | 0.56% | Q4 2020 | Q3 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.19% | 0.27% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Financial Guidance Group, Inc. | 7 | 7 | 4.34% | 5.68% | 8.73% | Q1 2022 | Q3 2023 | 7 |
Addison Capital Co | 5 | 1 | 0.26% | 0.39% | 0.98% | Q4 2018 | Q4 2022 | 7 |
ClearBridge Investments | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 7 |
Locust Wood Capital Advisers | 6 | 1 | 1.67% | 2.69% | 4.84% | Q2 2018 | Q2 2020 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.59% | 2.31% | 7.45% | Q1 2022 | Q3 2023 | 7 |
Infini Capital Management Ltd | 7 | 7 | 0.03% | 33.46% | 53.76% | Q2 2021 | Q4 2022 | 7 |
LTG Capital LLC | 4 | 3 | 0.41% | 0.46% | 0.50% | Q4 2021 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.26% | 0.29% | 0.32% | Q2 2022 | Q4 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 2.11% | 3.59% | 7.29% | Q1 2022 | Q3 2023 | 7 |
TAIYO LIFE INSURANCE CO | 6 | 1 | 8.62% | 11.92% | 17.43% | Q2 2018 | Q3 2023 | 7 |
tru Independence LLC | 3 | 1 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q1 2022 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.02% | 0.20% | 1.14% | Q4 2021 | Q3 2023 | 7 |
Second Half Financial Partners, LLC | 7 | 7 | 1.54% | 2.56% | 4.42% | Q1 2022 | Q3 2023 | 7 |
Osborn Williams & Donohoe LLC | 5 | 2 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q1 2020 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 0.82% | 1.07% | 1.34% | Q1 2022 | Q3 2023 | 7 |
Cascade Investment Advisors, Inc. | 6 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2023 | 7 |
Walker Financial Services, Inc. | 7 | 7 | 1.34% | 1.69% | 2.04% | Q1 2022 | Q3 2023 | 7 |
Advisor Group, Inc. | 7 | 7 | 1.20% | 1.26% | 1.41% | Q2 2018 | Q4 2019 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 0.46% | 0.65% | 0.84% | Q4 2021 | Q3 2023 | 7 |
J2 Capital Management Inc | 6 | 1 | 0.44% | 1.14% | 4.95% | Q4 2021 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 3.54% | 4.16% | 5.10% | Q1 2022 | Q3 2023 | 7 |
HARVEY CAPITAL MANAGEMENT INC | 3 | 1 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 7 |
FISHMAN JAY A LTD/MI | 7 | 7 | 0.24% | 0.27% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Regal Wealth Group, Inc. | 7 | 7 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q1 2021 | 7 |
DCF Advisers, LLC | 3 | 1 | 1.39% | 6.76% | 16.51% | Q1 2021 | Q3 2023 | 7 |
KFA Private Wealth Group, LLC | 4 | 3 | 0.11% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 7 |
GRANDFIELD & DODD, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Wade Financial Advisory, Inc | 7 | 7 | 0.36% | 0.42% | 0.46% | Q1 2022 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.48% | 0.75% | 1.00% | Q3 2019 | Q1 2021 | 7 |
FIFTH THIRD SECURITIES, INC. | 3 | 1 | 3.02% | 3.86% | 4.54% | Q3 2018 | Q3 2023 | 7 |
Saturna Capital CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
STOCK YARDS BANK & TRUST CO | 6 | 1 | 0.02% | 0.22% | 0.39% | Q1 2021 | Q3 2023 | 7 |
Savior LLC | 7 | 7 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q2 2021 | 7 |
GAM Holding AG | 7 | 7 | 0.11% | 0.19% | 0.37% | Q4 2018 | Q2 2020 | 7 |
Legacy Capital Wealth Partners, LLC | 7 | 7 | 0.32% | 2.09% | 2.98% | Q1 2022 | Q3 2023 | 7 |
Elk River Wealth Management, LLC | 7 | 7 | 0.09% | 0.37% | 1.18% | Q1 2022 | Q3 2023 | 7 |
Bluesphere Advisors, LLC | 5 | 2 | 0.21% | 0.27% | 0.36% | Q1 2021 | Q3 2023 | 7 |
INVESTMENT PARTNERS, LTD. | 5 | 2 | 0.15% | 0.27% | 0.34% | Q3 2021 | Q3 2023 | 7 |
ECLECTIC ASSOCIATES INC /ADV | 4 | 3 | 0.12% | 0.17% | 0.32% | Q2 2021 | Q3 2023 | 7 |
Total Wealth Planning, LLC | 7 | 7 | 0.12% | 0.14% | 0.18% | Q1 2022 | Q3 2023 | 7 |
WestHill Financial Advisors, Inc. | 7 | 7 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 2 | 0.00% | 3.65% | 8.74% | Q3 2020 | Q2 2023 | 7 |
Mitsubishi UFJ Trust & Banking Corp | 5 | 2 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 7 |
U S GLOBAL INVESTORS INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 4 | 1 | 0.08% | 0.11% | 0.17% | Q1 2019 | Q3 2023 | 7 |
Robbins Farley | 5 | 2 | 4.48% | 5.54% | 7.06% | Q3 2021 | Q3 2023 | 7 |
Bramshill Investments, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.19% | 0.22% | 0.26% | Q1 2022 | Q3 2023 | 7 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 4 | 3 | 0.14% | 0.33% | 0.44% | Q4 2021 | Q3 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.05% | 0.20% | 0.90% | Q1 2022 | Q3 2023 | 7 |
Better Money Decisions, LLC | 6 | 1 | 0.17% | 0.24% | 0.31% | Q1 2021 | Q1 2023 | 7 |
Stillwater Investment Management, LLC | 6 | 1 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2023 | 7 |
Alaethes Wealth LLC | 4 | 3 | 0.01% | 0.22% | 0.51% | Q2 2021 | Q3 2023 | 7 |
SYM FINANCIAL Corp | 4 | 3 | 0.05% | 0.13% | 0.25% | Q3 2021 | Q3 2023 | 7 |
Smith, Salley & Associates | 6 | 1 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 7 |
Ghost Tree Capital, LLC | 2 | 1 | 3.26% | 6.76% | 11.25% | Q2 2019 | Q4 2022 | 7 |
Anson Funds Management LP | 3 | 1 | 0.27% | 2.24% | 4.29% | Q4 2020 | Q3 2023 | 7 |
Lombard Odier Asset Management (USA) Corp | 5 | 1 | 0.03% | 0.60% | 1.55% | Q2 2020 | Q2 2023 | 7 |
SPHERA FUNDS MANAGEMENT LTD. | 2 | 2 | 0.24% | 7.79% | 29.76% | Q2 2020 | Q2 2023 | 7 |
Castleview Partners, LLC | 4 | 3 | 0.00% | 0.17% | 0.38% | Q4 2021 | Q3 2023 | 7 |
Rice Partnership, LLC | 4 | 3 | 0.06% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Wellington Shields & Co., LLC | 7 | 7 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q3 2023 | 7 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2023 | 7 |
Goldstream Capital Management Ltd | 4 | 3 | 0.14% | 1.31% | 3.05% | Q4 2021 | Q3 2023 | 7 |
Cohen Capital Management, Inc. | 7 | 7 | 0.51% | 0.62% | 0.75% | Q1 2022 | Q3 2023 | 7 |
Howard Capital Management Inc. | 7 | 7 | 0.26% | 8.47% | 18.17% | Q2 2018 | Q4 2019 | 7 |
JB Capital LLC | 7 | 7 | 0.59% | 0.70% | 0.85% | Q1 2022 | Q3 2023 | 7 |
Sierra Capital LLC | 5 | 1 | 0.01% | 0.12% | 0.20% | Q1 2021 | Q3 2023 | 6 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 3 | 1 | 5.13% | 9.13% | 13.88% | Q2 2018 | Q3 2020 | 6 |
Birch Grove Capital LP | 3 | 3 | 0.09% | 0.69% | 2.44% | Q2 2021 | Q4 2022 | 6 |
Trinity Legacy Partners, LLC | 3 | 3 | 0.11% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 6 |
Anfield Capital Management, LLC | 5 | 1 | 0.13% | 2.19% | 5.20% | Q1 2020 | Q3 2021 | 6 |
Allen Capital Group, LLC | 5 | 5 | 0.02% | 0.18% | 0.57% | Q3 2022 | Q3 2023 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.12% | 0.18% | 0.22% | Q1 2021 | Q2 2022 | 6 |
Three Peaks Capital Management, LLC | 3 | 3 | 0.09% | 0.27% | 0.51% | Q1 2020 | Q3 2021 | 6 |
HOME FEDERAL BANK OF TENNESSEE | 6 | 6 | 0.14% | 0.41% | 0.61% | Q2 2022 | Q3 2023 | 6 |
Loudon Investment Management, LLC | 4 | 2 | 0.14% | 0.15% | 0.16% | Q2 2021 | Q3 2023 | 6 |
UNITED MARITIME CAPITAL LLC | 3 | 1 | 0.46% | 1.41% | 3.26% | Q4 2020 | Q3 2022 | 6 |
City Financial Investment Co Ltd | 2 | 2 | 0.38% | 14.98% | 27.76% | Q2 2018 | Q3 2018 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2023 | 6 |
Parkside Advisors LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q4 2023 | 6 |
Guidant Wealth Advisors | 6 | 6 | 0.10% | 0.10% | 0.11% | Q2 2018 | Q3 2019 | 6 |
Harvest Fund Management Co., Ltd | 4 | 2 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 6 |
BEACONLIGHT CAPITAL, LLC | 5 | 1 | 1.03% | 8.29% | 34.68% | Q1 2021 | Q3 2023 | 6 |
NINE MASTS CAPITAL Ltd | 2 | 2 | 0.05% | 3.09% | 14.61% | Q2 2018 | Q3 2020 | 6 |
PIER 88 INVESTMENT PARTNERS LLC | 5 | 1 | 0.14% | 0.48% | 0.80% | Q2 2020 | Q3 2023 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.58% | 1.25% | 1.72% | Q2 2018 | Q3 2019 | 6 |
Thiel Macro LLC | 2 | 2 | 1.09% | 10.45% | 24.01% | Q2 2018 | Q2 2019 | 6 |
Point72 Europe (London) LLP | 3 | 3 | 1.67% | 22.76% | 54.91% | Q1 2022 | Q3 2023 | 6 |
Synergy Asset Management, LLC | 2 | 1 | 0.02% | 0.20% | 0.94% | Q4 2020 | Q3 2023 | 6 |
Glaxis Capital Management, LLC | 3 | 1 | 2.70% | 26.04% | 98.94% | Q3 2019 | Q3 2023 | 6 |
Nadler Financial Group, Inc. | 6 | 6 | 0.85% | 0.92% | 1.01% | Q2 2022 | Q3 2023 | 6 |
Icon Wealth Partners, LLC | 4 | 2 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q1 2022 | 6 |
Little Harbor Advisors, LLC | 6 | 6 | 1.07% | 1.69% | 1.97% | Q2 2022 | Q3 2023 | 6 |
Compass Advisory Group LLC | 6 | 6 | 0.11% | 0.31% | 0.40% | Q2 2022 | Q3 2023 | 6 |
SCHF (GPE), LLC | 6 | 6 | 24.02% | 28.68% | 35.37% | Q4 2019 | Q1 2021 | 6 |
Legacy Financial Strategies, LLC | 5 | 1 | 0.18% | 0.20% | 0.22% | Q2 2018 | Q1 2020 | 6 |
DeGreen Capital Management LLC | 6 | 6 | 6.47% | 8.98% | 9.86% | Q2 2020 | Q3 2021 | 6 |
Diameter Capital Partners LP | 2 | 1 | 5.28% | 14.96% | 33.32% | Q2 2018 | Q2 2023 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 0.55% | 0.70% | 0.77% | Q2 2021 | Q3 2022 | 6 |
Landmark Wealth Management, LLC | 5 | 1 | 0.47% | 1.75% | 3.11% | Q1 2022 | Q3 2023 | 6 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 6 |
Jump Trading, LLC | 3 | 3 | 0.98% | 5.20% | 11.14% | Q2 2018 | Q4 2018 | 6 |
Main Street Research LLC | 4 | 2 | 0.02% | 0.09% | 0.17% | Q2 2021 | Q4 2022 | 6 |
Biechele Royce Advisors | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2021 | Q3 2022 | 6 |
Sequoia Wealth Management, LLC | 6 | 6 | 0.89% | 5.54% | 11.47% | Q2 2018 | Q3 2019 | 6 |
ROCKY MOUNTAIN ADVISERS, LLC | 6 | 6 | 0.10% | 0.14% | 0.25% | Q2 2022 | Q3 2023 | 6 |
ODonnell Financial Services, LLC | 6 | 6 | 0.93% | 7.88% | 15.32% | Q3 2021 | Q4 2022 | 6 |
Financial Services Advisory Inc | 3 | 1 | 0.51% | 0.94% | 1.19% | Q4 2019 | Q4 2021 | 6 |
Global Endowment Management, LP | 3 | 1 | 0.03% | 0.14% | 0.38% | Q2 2018 | Q2 2022 | 6 |
Windsor Wealth Management, Inc. | 4 | 2 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q1 2022 | 6 |
Winthrop Partners - WNY, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
Leeward Financial Partners, LLC | 6 | 6 | 0.16% | 0.17% | 0.18% | Q2 2022 | Q3 2023 | 6 |
WALLER FINANCIAL PLANNING GROUP, INC | 6 | 6 | 0.07% | 0.11% | 0.14% | Q3 2022 | Q4 2023 | 6 |
JGP Wealth Management, LLC | 5 | 1 | 0.06% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 6 |
Nachman Norwood & Parrott, Inc | 6 | 6 | 0.06% | 0.12% | 0.15% | Q1 2020 | Q2 2021 | 6 |
ZEKE CAPITAL ADVISORS, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2022 | 6 |
B. Riley Financial, Inc. | 2 | 1 | 0.39% | 3.79% | 10.97% | Q2 2018 | Q1 2021 | 6 |
Private Wealth Advisors, Inc. | 6 | 6 | 3.01% | 4.42% | 5.45% | Q3 2019 | Q4 2020 | 6 |
Walleye Capital LLC | 2 | 1 | 0.10% | 1.54% | 3.41% | Q3 2020 | Q3 2023 | 6 |
NorthCoast Asset Management LLC | 6 | 6 | 0.04% | 0.16% | 0.40% | Q2 2020 | Q3 2021 | 6 |
MASTRAPASQUA ASSET MANAGEMENT INC | 4 | 1 | 0.02% | 0.06% | 0.21% | Q4 2018 | Q3 2023 | 6 |
Grace Capital | 6 | 6 | 0.41% | 0.51% | 0.59% | Q3 2020 | Q4 2021 | 6 |
Firefly Value Partners, LP | 4 | 2 | 4.27% | 9.40% | 13.20% | Q2 2018 | Q2 2020 | 6 |
K.J. Harrison & Partners Inc | 6 | 6 | 0.06% | 0.09% | 0.13% | Q4 2018 | Q1 2020 | 6 |
Knuff & Co LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q3 2019 | Q4 2020 | 6 |
KG&L Capital Management,LLC | 6 | 6 | 0.11% | 0.18% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Ameraudi Asset Management, Inc. | 5 | 1 | 0.10% | 3.90% | 7.91% | Q1 2020 | Q4 2022 | 6 |
Oldfather Financial Services, LLC | 5 | 1 | 0.11% | 0.16% | 0.29% | Q3 2021 | Q3 2023 | 6 |
OneAscent Financial Services LLC | 6 | 6 | 0.19% | 1.07% | 2.54% | Q2 2022 | Q3 2023 | 6 |
GSA CAPITAL PARTNERS LLP | 5 | 1 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 6 |
Heartwood Wealth Advisors LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q1 2023 | 6 |
Paragon Advisors, LLC | 3 | 3 | 0.10% | 0.48% | 1.02% | Q1 2020 | Q2 2022 | 6 |
Adero Partners, LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Baldwin Investment Management, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q1 2023 | 6 |
Great Lakes Retirement, Inc. | 4 | 2 | 0.34% | 0.99% | 3.57% | Q4 2019 | Q3 2023 | 6 |
Amundi | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 1.36% | 1.70% | 2.04% | Q4 2019 | Q1 2021 | 6 |
Exchange Capital Management, Inc. | 2 | 2 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q2 2023 | 6 |
Tatro Capital, LLC | 6 | 6 | 2.73% | 3.63% | 6.04% | Q4 2020 | Q1 2022 | 6 |
Fusion Capital, LLC | 3 | 1 | 0.13% | 0.15% | 0.21% | Q2 2020 | Q3 2023 | 6 |
Filbrandt Wealth Management, LLC | 4 | 2 | 0.01% | 0.12% | 0.28% | Q1 2020 | Q3 2021 | 6 |
SVB Investment Services Inc. | 3 | 1 | 0.10% | 0.14% | 0.18% | Q4 2019 | Q1 2022 | 6 |
1623 Capital LLC | 2 | 1 | 6.13% | 9.33% | 17.19% | Q3 2020 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.74% | 0.82% | 0.87% | Q2 2022 | Q3 2023 | 6 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.10% | 13.91% | 28.31% | Q4 2018 | Q3 2022 | 6 |
BOSTON RESEARCH & MANAGEMENT INC | 4 | 2 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 0.21% | 0.24% | 0.29% | Q2 2022 | Q3 2023 | 6 |
Milestone Advisory Partners | 6 | 6 | 0.17% | 1.74% | 2.87% | Q2 2018 | Q3 2019 | 6 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 6 | 6 | 1.36% | 1.95% | 2.68% | Q4 2021 | Q1 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.11% | 0.13% | 0.15% | Q2 2021 | Q4 2022 | 6 |
4Thought Financial Group Inc. | 5 | 1 | 0.00% | 0.27% | 1.04% | Q1 2022 | Q3 2023 | 6 |
Marshall Financial Group LLC | 6 | 6 | 1.24% | 1.46% | 1.68% | Q2 2022 | Q3 2023 | 6 |
TriaGen Wealth Management LLC | 4 | 2 | 0.12% | 0.27% | 0.64% | Q4 2020 | Q1 2023 | 6 |
Orin Green Financial, LLC | 6 | 6 | 0.13% | 0.15% | 0.16% | Q2 2022 | Q3 2023 | 6 |
Taylor & Morgan Wealth Management, LLC | 6 | 6 | 0.73% | 2.40% | 3.04% | Q2 2022 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.06% | 0.07% | 0.11% | Q4 2020 | Q1 2022 | 6 |
Midwest Wealth Management Inc. | 6 | 6 | 0.24% | 0.26% | 0.30% | Q4 2020 | Q1 2022 | 6 |
CFS Investment Advisory Services, LLC | 4 | 1 | 0.04% | 0.30% | 0.43% | Q4 2020 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q1 2022 | 6 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.10% | 0.16% | 0.23% | Q3 2021 | Q1 2023 | 6 |
Thrive Wealth Management, LLC | 3 | 3 | 0.06% | 0.14% | 0.53% | Q1 2022 | Q3 2023 | 6 |
Curi Wealth Management, LLC | 6 | 6 | 0.01% | 0.05% | 0.11% | Q1 2022 | Q2 2023 | 6 |
WCG Wealth Advisors LLC | 4 | 1 | 0.03% | 0.51% | 0.77% | Q2 2022 | Q3 2023 | 6 |
Piscataqua Savings Bank | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Applied Capital LLC | 6 | 6 | 0.19% | 0.34% | 0.51% | Q2 2021 | Q3 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.69% | 1.16% | 1.94% | Q4 2021 | Q3 2023 | 6 |
STUDIO INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
WIN ADVISORS, INC | 4 | 2 | 0.00% | 0.73% | 3.10% | Q4 2021 | Q2 2023 | 6 |
SURIENCE PRIVATE WEALTH LLC | 6 | 6 | 0.53% | 9.83% | 24.30% | Q1 2022 | Q2 2023 | 6 |
Stonegate Investment Group, LLC | 6 | 6 | 0.28% | 0.32% | 0.37% | Q2 2022 | Q3 2023 | 6 |
Stone Point Wealth LLC | 6 | 6 | 0.12% | 0.18% | 0.21% | Q2 2022 | Q3 2023 | 6 |
EdgeRock Capital LLC | 6 | 6 | 0.96% | 8.29% | 18.19% | Q2 2022 | Q3 2023 | 6 |
PRIMORIS WEALTH ADVISORS, LLC | 3 | 3 | 0.26% | 0.31% | 0.50% | Q4 2021 | Q3 2023 | 6 |
Bryant Woods Investment Advisors, LLC | 5 | 1 | 0.16% | 0.19% | 0.20% | Q1 2022 | Q3 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.83% | 2.36% | 4.16% | Q4 2021 | Q3 2023 | 6 |
Vantage Financial Partners, LLC | 6 | 6 | 0.23% | 1.44% | 2.80% | Q2 2022 | Q3 2023 | 6 |
Forum Financial Management, LP | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Bullseye Investment Management, LLC | 5 | 1 | 0.19% | 4.77% | 8.89% | Q4 2021 | Q2 2023 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 0.30% | 0.32% | 0.33% | Q4 2021 | Q1 2023 | 6 |
Brooklyn FI, LLC | 3 | 3 | 0.12% | 0.24% | 0.33% | Q4 2021 | Q3 2023 | 6 |
Athena Investment Management | 6 | 6 | 0.32% | 0.38% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Atlas Financial Advisors, Inc. | 4 | 2 | 0.32% | 6.68% | 11.13% | Q1 2022 | Q3 2023 | 6 |
Lansing Street Advisors | 6 | 6 | 0.23% | 0.32% | 0.55% | Q1 2022 | Q2 2023 | 6 |
Joule Financial, LLC | 6 | 6 | 5.09% | 6.00% | 6.88% | Q2 2022 | Q3 2023 | 6 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.02% | 0.14% | 0.28% | Q1 2022 | Q4 2023 | 6 |
Drake & Associates, LLC | 6 | 6 | 2.46% | 2.73% | 2.97% | Q2 2022 | Q3 2023 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 1.78% | 2.22% | 2.49% | Q2 2022 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.22% | 0.50% | 0.95% | Q2 2022 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.09% | 0.12% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.09% | 0.21% | Q4 2022 | Q3 2023 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 0.33% | 0.43% | 0.61% | Q4 2021 | Q1 2023 | 6 |
Abacus Wealth Partners, LLC | 5 | 1 | 0.08% | 0.15% | 0.23% | Q4 2020 | Q2 2022 | 6 |
FIRST AMERICAN TRUST, FSB | 5 | 1 | 0.04% | 0.14% | 0.22% | Q4 2021 | Q3 2023 | 6 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.25% | 1.02% | 1.60% | Q3 2018 | Q3 2020 | 6 |
Laird Norton Wetherby Trust Company, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
INTREPID CAPITAL MANAGEMENT INC | 3 | 3 | 0.22% | 0.47% | 0.57% | Q3 2021 | Q3 2023 | 6 |
NORRIS PERNE & FRENCH LLP/MI | 4 | 2 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 1 | 1.35% | 1.71% | 2.56% | Q1 2022 | Q3 2023 | 6 |
CADENCE BANK NA | 5 | 1 | 0.06% | 0.08% | 0.09% | Q3 2020 | Q2 2022 | 6 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 5 | 1 | 0.34% | 0.39% | 0.44% | Q2 2018 | Q4 2019 | 6 |
ORRSTOWN FINANCIAL SERVICES INC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2018 | Q3 2019 | 6 |
RESOURCE CONSULTING GROUP INC | 3 | 3 | 0.05% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 6 |
MERITAGE PORTFOLIO MANAGEMENT | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
SAGE FINANCIAL GROUP INC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
KOPP INVESTMENT ADVISORS LLC | 6 | 6 | 0.50% | 0.66% | 1.19% | Q2 2018 | Q3 2019 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.76% | 0.92% | 1.10% | Q3 2018 | Q4 2019 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.94% | 1.10% | 1.23% | Q2 2022 | Q3 2023 | 6 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 6 |
Ruggie Capital Group | 6 | 6 | 1.54% | 3.56% | 6.98% | Q2 2018 | Q3 2019 | 6 |
Teamwork Financial Advisors, LLC | 6 | 6 | 0.18% | 0.33% | 0.54% | Q2 2022 | Q3 2023 | 6 |
Crawford Lake Capital Management, LLC | 2 | 1 | 0.15% | 6.55% | 18.03% | Q2 2018 | Q2 2022 | 6 |
Lighthouse Financial Advisors, Inc. | 6 | 6 | 2.55% | 6.76% | 8.79% | Q4 2019 | Q1 2021 | 6 |
No Street GP LP | 4 | 1 | 3.84% | 18.23% | 42.66% | Q4 2019 | Q2 2023 | 5 |
First National Bank of Mount Dora, Trust Investment Services | 5 | 5 | 0.08% | 0.11% | 0.15% | Q4 2019 | Q4 2020 | 5 |
Empyrean Capital Partners, LP | 3 | 1 | 0.40% | 1.06% | 2.48% | Q3 2020 | Q3 2023 | 5 |
Opal Wealth Advisors, LLC | 3 | 2 | 0.14% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 5 |
Iron Horse Wealth Management, LLC | 4 | 1 | 0.00% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 5 |
Cairn Investment Group, Inc. | 3 | 2 | 0.27% | 0.82% | 1.00% | Q1 2022 | Q3 2023 | 5 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 3 | 1 | 0.07% | 25.09% | 64.36% | Q1 2021 | Q1 2023 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 0.30% | 1.27% | 3.26% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
Ellenbecker Investment Group | 5 | 5 | 0.13% | 0.15% | 0.16% | Q2 2021 | Q2 2022 | 5 |
Capital Advantage, Inc. | 3 | 2 | 0.10% | 0.13% | 0.16% | Q4 2019 | Q1 2021 | 5 |
Newport Wealth Strategies, Inc. | 5 | 5 | 0.16% | 0.16% | 0.17% | Q3 2020 | Q3 2021 | 5 |
EagleClaw Capital Managment, LLC | 3 | 2 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Private Vista, LLC | 2 | 1 | 0.26% | 0.31% | 0.46% | Q2 2018 | Q1 2020 | 5 |
Roof Advisory Group, Inc. | 5 | 5 | 0.77% | 0.83% | 0.89% | Q2 2018 | Q2 2019 | 5 |
ASSET PLANNING CORPORATION | 3 | 2 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 5 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 2 | 1 | 0.10% | 0.94% | 3.92% | Q2 2018 | Q3 2022 | 5 |
Indie Asset Partners, LLC | 3 | 2 | 0.25% | 0.40% | 0.78% | Q4 2019 | Q2 2022 | 5 |
Garden State Investment Advisory Services LLC | 4 | 4 | 2.22% | 4.49% | 10.13% | Q4 2022 | Q3 2023 | 5 |
Apollo Management Holdings, L.P. | 3 | 1 | 0.25% | 1.67% | 3.40% | Q1 2020 | Q2 2023 | 5 |
Alight Capital Management LP | 2 | 1 | 0.83% | 4.14% | 7.91% | Q4 2018 | Q3 2022 | 5 |
Tuscan Ridge Asset Management LLC | 2 | 1 | 0.23% | 0.47% | 0.69% | Q4 2018 | Q3 2019 | 5 |
Raub Brock Capital Management LP | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q2 2020 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.64% | 1.47% | 2.42% | Q4 2021 | Q4 2022 | 5 |
Echo45 Advisors LLC | 5 | 5 | 4.87% | 8.65% | 10.96% | Q4 2021 | Q4 2022 | 5 |
ENZI WEALTH | 5 | 5 | 3.58% | 4.90% | 5.37% | Q3 2022 | Q3 2023 | 5 |
JOHN G ULLMAN & ASSOCIATES INC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q2 2019 | 5 |
Bordeaux Wealth Advisors LLC | 5 | 5 | 0.15% | 0.88% | 1.35% | Q3 2022 | Q3 2023 | 5 |
SHEPHERD KAPLAN KROCHUK, LLC | 5 | 5 | 0.31% | 0.62% | 0.88% | Q3 2018 | Q3 2019 | 5 |
RFG HOLDINGS, INC. | 3 | 2 | 0.22% | 5.73% | 13.77% | Q4 2021 | Q3 2023 | 5 |
Ledge Wealth Management, Inc. | 4 | 1 | 0.09% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 5 |
WealthOne, LLC | 4 | 1 | 0.05% | 0.08% | 0.10% | Q4 2018 | Q1 2022 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.32% | 0.48% | 0.61% | Q4 2021 | Q4 2022 | 5 |
D L CARLSON INVESTMENT GROUP INC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Clear Perspective Advisors, LLC | 4 | 1 | 0.01% | 0.08% | 0.12% | Q2 2018 | Q4 2021 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.05% | 0.14% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Econ Financial Services Corp | 5 | 5 | 0.00% | 0.30% | 0.68% | Q4 2021 | Q4 2022 | 5 |
TCG Advisors, LP | 3 | 2 | 0.14% | 0.66% | 1.25% | Q1 2019 | Q2 2020 | 5 |
FARR MILLER & WASHINGTON LLC/DC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q3 2021 | 5 |
Donoghue Forlines LLC | 5 | 5 | 0.08% | 1.88% | 2.73% | Q3 2020 | Q3 2021 | 5 |
ICONIQ Capital, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
DAGCO, INC. | 4 | 1 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q2 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.96% | 2.56% | 3.80% | Q4 2022 | Q4 2023 | 5 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 4 | 1 | 0.30% | 1.12% | 4.22% | Q2 2020 | Q3 2023 | 5 |
Winch Advisory Services, LLC | 5 | 5 | 3.13% | 3.65% | 4.08% | Q3 2022 | Q3 2023 | 5 |
CONTINENTAL ADVISORS LLC | 5 | 5 | 1.67% | 3.97% | 6.42% | Q2 2018 | Q2 2019 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.51% | 0.58% | 0.62% | Q4 2022 | Q4 2023 | 5 |
WILLNER & HELLER, LLC | 5 | 5 | 1.16% | 1.24% | 1.28% | Q4 2021 | Q4 2022 | 5 |
EHP Funds Inc. | 5 | 5 | 0.17% | 3.02% | 11.66% | Q3 2022 | Q3 2023 | 5 |
AKUNA SECURITIES LLC | 5 | 5 | 0.02% | 0.79% | 2.63% | Q3 2022 | Q3 2023 | 5 |
Select Equity Group, L.P. | 4 | 1 | 0.04% | 5.47% | 7.78% | Q4 2021 | Q1 2023 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.04% | 0.06% | 0.12% | Q3 2019 | Q3 2020 | 5 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.01% | 7.21% | 11.71% | Q4 2022 | Q3 2023 | 5 |
Caprock Group, LLC | 3 | 1 | 1.51% | 1.89% | 2.84% | Q1 2022 | Q3 2023 | 5 |
Garrett Wealth Advisory Group, LLC | 4 | 1 | 0.07% | 0.16% | 0.20% | Q3 2019 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 4.41% | 5.32% | 6.51% | Q3 2021 | Q3 2022 | 5 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.10% | 0.44% | 0.75% | Q4 2018 | Q2 2022 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.73% | 1.09% | 1.58% | Q3 2022 | Q3 2023 | 5 |
Ninepoint Partners LP | 5 | 5 | 0.04% | 0.65% | 1.69% | Q4 2018 | Q4 2019 | 5 |
Red Wave Investments LLC | 4 | 1 | 4.65% | 5.42% | 6.13% | Q4 2020 | Q3 2023 | 5 |
UNITED BANK | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q1 2023 | 5 |
Arlington Partners LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 5 |
KLS Professional Advisors Group, LLC | 5 | 5 | 0.07% | 0.13% | 0.22% | Q2 2018 | Q2 2019 | 5 |
Accuvest Global Advisors | 3 | 2 | 0.14% | 1.40% | 5.74% | Q1 2020 | Q4 2021 | 5 |
TEALWOOD ASSET MANAGEMENT INC | 5 | 5 | 0.15% | 0.21% | 0.26% | Q1 2020 | Q1 2021 | 5 |
Intrepid Financial Planning Group LLC | 5 | 5 | 0.30% | 0.33% | 0.39% | Q2 2022 | Q2 2023 | 5 |
Gruss & Co., LLC | 3 | 2 | 1.00% | 5.53% | 12.13% | Q3 2021 | Q3 2023 | 5 |
MASTERS CAPITAL MANAGEMENT LLC | 2 | 1 | 4.59% | 6.78% | 9.60% | Q2 2018 | Q3 2020 | 5 |
Grove Bank & Trust | 4 | 1 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 5 |
Bill Few Associates, Inc. | 3 | 2 | 0.22% | 0.23% | 0.23% | Q4 2021 | Q3 2023 | 5 |
E Fund Management (Hong Kong) Co., Ltd. | 3 | 2 | 0.18% | 1.81% | 4.16% | Q4 2021 | Q4 2023 | 5 |
Private Wealth Advisors, LLC | 4 | 1 | 0.03% | 0.13% | 0.16% | Q1 2019 | Q2 2022 | 5 |
Compass Financial Group, INC/SD | 5 | 5 | 0.42% | 0.54% | 0.61% | Q4 2022 | Q4 2023 | 5 |
K2 PRINCIPAL FUND, L.P. | 3 | 3 | 0.23% | 0.94% | 1.35% | Q1 2019 | Q3 2019 | 5 |
HARVEST CAPITAL MANAGEMENT INC | 5 | 5 | 0.10% | 0.16% | 0.38% | Q2 2018 | Q2 2019 | 5 |
Force Capital Management LLC | 5 | 5 | 2.40% | 3.12% | 3.64% | Q2 2018 | Q2 2019 | 5 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 1 | 0.00% | 0.13% | 0.19% | Q1 2020 | Q3 2023 | 5 |
Carolina Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 5 |
Financial Advisors Network, Inc. | 3 | 1 | 0.05% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 5 |
KWB Wealth | 3 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2023 | 5 |
Segantii Capital Management Ltd | 1 | 1 | 0.01% | 3.17% | 14.94% | Q4 2018 | Q2 2023 | 5 |
Johnson & White Wealth Management, LLC | 5 | 5 | 0.23% | 0.40% | 0.67% | Q3 2022 | Q3 2023 | 5 |
Beck Bode, LLC | 2 | 1 | 0.02% | 0.19% | 0.78% | Q3 2020 | Q2 2023 | 5 |
Members Trust Co | 5 | 5 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 5 |
black-and-white Capital LP | 3 | 2 | 1.76% | 10.36% | 28.49% | Q2 2019 | Q2 2021 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.13% | 0.21% | 0.27% | Q4 2022 | Q4 2023 | 5 |
Briaud Financial Planning, Inc | 4 | 1 | 0.09% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 5 |
NORTHSTAR INVESTMENT ADVISORS LLC | 5 | 5 | 1.23% | 3.83% | 5.44% | Q2 2020 | Q2 2021 | 5 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.00% | 1.01% | 1.44% | Q4 2020 | Q3 2021 | 5 |
BENNETT SELBY INVESTMENTS LP | 4 | 1 | 0.12% | 0.19% | 0.22% | Q4 2021 | Q4 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.92% | 1.21% | 1.44% | Q3 2022 | Q3 2023 | 5 |
Davide Leone & Partners Investment Co Ltd. | 3 | 2 | 23.94% | 63.22% | 81.43% | Q2 2021 | Q4 2022 | 5 |
Baron Financial Group, LLC | 5 | 5 | 3.39% | 4.80% | 5.95% | Q3 2022 | Q3 2023 | 5 |
4J Wealth Management LLC | 3 | 2 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q3 2023 | 5 |
COOK WEALTH MANAGEMENT GROUP LLC | 3 | 2 | 0.81% | 0.97% | 1.20% | Q4 2021 | Q1 2023 | 5 |
Delphi Private Advisors LLC | 5 | 5 | 0.04% | 0.10% | 0.18% | Q2 2018 | Q2 2019 | 5 |
PURSUE WEALTH PARTNERS LLC | 4 | 1 | 0.29% | 0.41% | 0.73% | Q4 2021 | Q3 2023 | 5 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.02% | 0.18% | 0.50% | Q1 2021 | Q2 2023 | 5 |
Benchmark Investment Advisors LLC | 3 | 2 | 0.22% | 0.23% | 0.25% | Q4 2021 | Q3 2023 | 5 |
Diversified Investment Strategies, LLC | 5 | 5 | 0.18% | 0.37% | 0.48% | Q3 2022 | Q3 2023 | 5 |
COOKSON PEIRCE & CO INC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
BW Gestao de Investimentos Ltda. | 3 | 1 | 0.10% | 1.40% | 3.23% | Q1 2021 | Q3 2022 | 5 |
Daniels&Tansey,LLP | 5 | 5 | 0.12% | 0.19% | 0.22% | Q1 2021 | Q1 2022 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 11.58% | 14.51% | 22.89% | Q4 2020 | Q3 2023 | 5 |
Ackerman Capital Advisors, LLC | 5 | 5 | 0.00% | 0.06% | 0.13% | Q4 2018 | Q4 2019 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.12% | 0.14% | 0.17% | Q3 2022 | Q3 2023 | 5 |
One Day In July LLC | 4 | 1 | 0.05% | 0.15% | 0.22% | Q3 2021 | Q3 2023 | 5 |
Nokota Management, LP | 2 | 1 | 2.61% | 6.39% | 9.67% | Q2 2018 | Q3 2019 | 5 |
Windmill Hill Asset Management Ltd | 4 | 1 | 2.39% | 4.35% | 7.41% | Q3 2020 | Q4 2021 | 5 |
Cresta Advisors, Ltd. | 5 | 5 | 2.98% | 4.79% | 5.62% | Q3 2022 | Q3 2023 | 5 |
Whale Rock Capital Management | 3 | 2 | 0.04% | 0.15% | 0.27% | Q2 2021 | Q1 2023 | 5 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 5 | 5 | 0.31% | 0.80% | 1.25% | Q3 2022 | Q3 2023 | 5 |
THOMPSON DAVIS & CO., INC. | 2 | 1 | 0.44% | 0.89% | 1.56% | Q2 2018 | Q3 2023 | 5 |
Vise Technologies, Inc. | 3 | 2 | 0.05% | 0.15% | 0.32% | Q4 2021 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
HHM Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.11% | 0.20% | Q2 2020 | Q3 2023 | 5 |
Nan Shan Life Insurance Co., Ltd. | 4 | 1 | 0.02% | 0.20% | 0.34% | Q2 2018 | Q3 2023 | 5 |
Sicart Associates LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q3 2021 | 5 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 5 | 5 | 2.69% | 2.84% | 2.98% | Q4 2020 | Q4 2021 | 5 |
ETRADE Capital Management LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2020 | 5 |
Monaco Asset Management SAM | 2 | 1 | 2.12% | 4.89% | 7.73% | Q4 2019 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.88% | 1.34% | 1.80% | Q4 2021 | Q4 2022 | 5 |
INTEGRAL INVESTMENT ADVISORS, INC. | 5 | 5 | 3.68% | 4.51% | 6.72% | Q3 2022 | Q3 2023 | 5 |
STATE OF WISCONSIN INVESTMENT BOARD | 2 | 1 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q4 2020 | 5 |
FORESTERS ASSET MANAGEMENT INC. | 5 | 5 | 34.36% | 37.86% | 41.91% | Q2 2018 | Q2 2019 | 5 |
Blue Sky Asset Management, LLC | 3 | 1 | 0.53% | 2.74% | 5.94% | Q3 2018 | Q2 2020 | 5 |
Guild Investment Management, Inc. | 2 | 1 | 0.86% | 2.93% | 6.35% | Q2 2018 | Q4 2020 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.54% | 0.57% | 0.65% | Q4 2018 | Q4 2019 | 5 |
Harvey Partners, LLC | 2 | 1 | 1.02% | 3.79% | 11.15% | Q1 2019 | Q3 2023 | 5 |
Greenfield Savings Bank | 5 | 5 | 1.14% | 1.39% | 1.58% | Q4 2022 | Q4 2023 | 5 |
CMC Financial Group | 4 | 1 | 1.74% | 8.33% | 16.04% | Q4 2019 | Q2 2021 | 5 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q2 2022 | 5 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.00% | 0.35% | 0.66% | Q4 2022 | Q3 2023 | 5 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 5 | 5 | 0.46% | 0.48% | 0.50% | Q1 2020 | Q1 2021 | 5 |
Hedeker Wealth, LLC | 4 | 1 | 0.08% | 0.10% | 0.12% | Q2 2020 | Q4 2021 | 5 |
WILLIAMS JONES & ASSOCIATES LLC | 5 | 5 | 0.68% | 1.09% | 1.22% | Q2 2018 | Q2 2019 | 5 |
CHEMICAL BANK | 5 | 5 | 0.41% | 0.44% | 0.48% | Q2 2018 | Q2 2019 | 5 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 4 | 1 | 0.10% | 0.14% | 0.27% | Q2 2021 | Q3 2023 | 5 |
Enterprise Trust & Investment Co | 5 | 5 | 0.03% | 0.24% | 1.08% | Q2 2021 | Q2 2022 | 5 |
HawsGoodwin Investment Management LLC | 5 | 5 | 0.30% | 0.32% | 0.35% | Q4 2020 | Q4 2021 | 5 |
CGN Advisors LLC | 3 | 1 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q4 2023 | 5 |
Fulcrum Capital LLC | 5 | 5 | 0.12% | 0.13% | 0.17% | Q1 2021 | Q1 2022 | 5 |
YorkBridge Wealth Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 5 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 4 | 0.06% | 1.10% | 2.73% | Q2 2018 | Q1 2019 | 5 |
Curran Financial Partners, LLC | 5 | 5 | 0.11% | 0.12% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 2.45% | 3.45% | 6.76% | Q2 2022 | Q2 2023 | 5 |
ISLAY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.06% | Q4 2022 | Q3 2023 | 5 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.53% | 2.31% | 4.30% | Q3 2021 | Q2 2023 | 5 |
DUALITY ADVISERS, LP | 2 | 1 | 1.99% | 4.92% | 12.51% | Q1 2019 | Q3 2020 | 5 |
Stewardship Financial Advisors, LLC | 4 | 1 | 0.08% | 0.12% | 0.14% | Q4 2019 | Q1 2021 | 5 |
Greenwich Wealth Management LLC | 4 | 1 | 1.09% | 1.32% | 1.44% | Q2 2019 | Q3 2023 | 5 |
American Financial Network Advisory Services LLC | 5 | 5 | 0.13% | 0.16% | 0.20% | Q2 2018 | Q2 2019 | 5 |
WT Asset Management Ltd | 3 | 1 | 5.44% | 10.77% | 16.84% | Q4 2018 | Q3 2021 | 5 |
Westpark Management, LLC | 4 | 4 | 2.15% | 37.19% | 49.01% | Q4 2021 | Q3 2022 | 5 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.78% | 2.24% | 4.38% | Q4 2021 | Q3 2023 | 5 |
LOOMIS SAYLES & CO L P | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 5 |
Monashee Investment Management LLC | 4 | 4 | 2.86% | 11.96% | 32.41% | Q3 2022 | Q2 2023 | 4 |
Omnia Family Wealth, LLC | 4 | 4 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q1 2019 | 4 |
Mainsail Financial Group, LLC | 4 | 4 | 1.27% | 1.37% | 1.54% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.19% | 1.12% | 1.49% | Q4 2022 | Q3 2023 | 4 |
PERISCOPE CAPITAL INC. | 4 | 4 | 0.53% | 1.30% | 3.02% | Q1 2021 | Q4 2021 | 4 |
Unified Trust Company, N.A. | 4 | 4 | 0.07% | 0.08% | 0.12% | Q4 2020 | Q3 2021 | 4 |
Sage Investment Advisers LLC | 4 | 4 | 1.42% | 1.60% | 1.93% | Q4 2022 | Q3 2023 | 4 |
Allegheny Financial Group LTD | 3 | 1 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 4 |
PAYDEN & RYGEL | 2 | 2 | 0.14% | 0.51% | 1.46% | Q2 2018 | Q2 2021 | 4 |
3EDGE Asset Management, LP | 3 | 1 | 0.07% | 6.39% | 18.76% | Q2 2018 | Q2 2020 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 2.55% | 3.81% | 4.50% | Q4 2022 | Q3 2023 | 4 |
Senator Investment Group LP | 2 | 1 | 2.58% | 6.31% | 14.41% | Q2 2018 | Q2 2023 | 4 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.11% | 0.15% | 0.22% | Q4 2019 | Q4 2022 | 4 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
COWA, LLC | 3 | 1 | 0.28% | 1.41% | 2.23% | Q4 2020 | Q3 2023 | 4 |
Family Firm, Inc. | 3 | 1 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 4 |
Paul John Balson | 4 | 4 | 1.88% | 2.38% | 3.01% | Q1 2020 | Q4 2020 | 4 |
Starfire Investment Advisers, Inc. | 4 | 4 | 4.69% | 5.18% | 6.18% | Q2 2019 | Q1 2020 | 4 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 4 | 4 | 0.30% | 0.47% | 0.94% | Q1 2020 | Q4 2020 | 4 |
KAYS FINANCIAL ADVISORY CORP /ADV | 2 | 1 | 0.00% | 0.04% | 0.05% | Q4 2019 | Q3 2020 | 4 |
HF Advisory Group, LLC | 4 | 4 | 1.04% | 1.14% | 1.27% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 3.68% | 4.12% | 4.44% | Q4 2022 | Q3 2023 | 4 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.02% | 0.55% | 1.36% | Q3 2018 | Q4 2022 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 2.45% | 2.75% | 3.42% | Q4 2018 | Q4 2019 | 4 |
Trinity Financial Advisors LLC | 3 | 1 | 0.13% | 0.88% | 2.05% | Q3 2021 | Q3 2023 | 4 |
Asset Planning Services, Ltd. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Slate Path Capital LP | 2 | 2 | 0.26% | 0.58% | 1.13% | Q3 2018 | Q3 2019 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.21% | 2.47% | 4.23% | Q2 2023 | Q3 2023 | 4 |
Kerrisdale Advisers, LLC | 1 | 1 | 0.24% | 7.92% | 24.28% | Q1 2019 | Q3 2020 | 4 |
Crown Wealth Group, LLC | 3 | 1 | 0.27% | 0.45% | 0.70% | Q4 2021 | Q3 2023 | 4 |
MAGNOLIA CAPITAL ADVISORS LLC | 3 | 1 | 0.08% | 0.14% | 0.23% | Q4 2021 | Q1 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
AMERICAN CENTURY COMPANIES INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 4 |
ADE, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
MBM Wealth Consultants, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 0.55% | 0.60% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Ensign Peak Advisors, Inc | 2 | 1 | 0.06% | 0.17% | 0.35% | Q3 2020 | Q3 2023 | 4 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 4 | 4 | 0.16% | 0.26% | 0.40% | Q1 2021 | Q4 2021 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.73% | 0.93% | 1.09% | Q4 2022 | Q3 2023 | 4 |
RIA Advisory Group LLC | 4 | 4 | 1.99% | 3.67% | 8.50% | Q4 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.26% | 0.33% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Headlands Technologies LLC | 4 | 4 | 0.29% | 0.89% | 2.32% | Q4 2022 | Q3 2023 | 4 |
Litman Gregory Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Strid Group, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Inspire Advisors, LLC | 1 | 1 | 0.01% | 0.09% | 0.18% | Q4 2020 | Q1 2023 | 4 |
LVZ, Inc. | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
NKCFO LLC | 2 | 2 | 0.08% | 0.11% | 0.19% | Q3 2020 | Q4 2021 | 4 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 4 | 4 | 1.50% | 1.88% | 2.77% | Q1 2021 | Q4 2021 | 4 |
BREITER CAPITAL MANAGEMENT INC | 4 | 4 | 0.79% | 0.84% | 0.90% | Q1 2020 | Q4 2020 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 2.37% | 2.83% | 3.17% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 1.83% | 2.12% | 2.80% | Q4 2022 | Q3 2023 | 4 |
COWEN INC. | 2 | 1 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q2 2019 | 4 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 1 | 2.34% | 2.43% | 2.50% | Q3 2018 | Q2 2022 | 4 |
Hoffman, Alan N Investment Management | 4 | 4 | 0.16% | 0.24% | 0.31% | Q1 2023 | Q4 2023 | 4 |
Sloy Dahl & Holst, LLC | 2 | 2 | 0.04% | 0.08% | 0.14% | Q2 2022 | Q3 2023 | 4 |
Q Global Advisors, LLC | 2 | 2 | 2.71% | 7.87% | 16.56% | Q4 2020 | Q4 2021 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 2.13% | 2.40% | 2.63% | Q4 2022 | Q3 2023 | 4 |
Blue Investment Partners LLC | 4 | 4 | 0.54% | 0.57% | 0.61% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.31% | 0.33% | 0.35% | Q4 2022 | Q3 2023 | 4 |
PHILADELPHIA TRUST CO | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 1 | 0.00% | 0.08% | 0.15% | Q3 2020 | Q3 2023 | 4 |
Kaye Capital Management | 4 | 4 | 5.08% | 6.95% | 9.46% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.93% | 1.28% | 1.42% | Q4 2022 | Q3 2023 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Alpine Global Management, LLC | 4 | 4 | 0.20% | 2.05% | 4.50% | Q3 2022 | Q2 2023 | 4 |
Bricktown Capital, LLC | 4 | 4 | 0.07% | 0.39% | 1.28% | Q4 2022 | Q3 2023 | 4 |
Triatomic Management LP | 1 | 1 | 12.38% | 19.59% | 24.38% | Q4 2021 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.12% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.37% | 0.43% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 0.59% | 1.49% | 3.30% | Q4 2022 | Q3 2023 | 4 |
Willis Johnson & Associates, Inc. | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q1 2022 | 4 |
INDUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.34% | 2.30% | 4.62% | Q3 2018 | Q4 2021 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Paracle Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q1 2021 | 4 |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4 | 4 | 15.26% | 16.78% | 17.66% | Q4 2022 | Q3 2023 | 4 |
ATALANTA SOSNOFF CAPITAL, LLC | 4 | 4 | 0.01% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 0.31% | 0.47% | 0.58% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.32% | 0.43% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Strategic Wealth Management Group, LLC | 4 | 4 | 0.17% | 0.19% | 0.20% | Q3 2020 | Q2 2021 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 0.39% | 0.82% | 1.51% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.83% | 0.95% | 1.08% | Q4 2022 | Q3 2023 | 4 |
FIFTH LANE CAPITAL, LP | 2 | 1 | 0.19% | 1.80% | 2.72% | Q4 2022 | Q3 2023 | 4 |
Blackhawk Capital Partners LLC. | 4 | 4 | 0.19% | 0.20% | 0.22% | Q2 2019 | Q1 2020 | 4 |
PURA VIDA INVESTMENTS, LLC | 3 | 1 | 1.53% | 7.19% | 11.72% | Q1 2020 | Q1 2021 | 4 |
INHERENT GROUP, LP | 2 | 2 | 2.92% | 7.65% | 18.18% | Q2 2022 | Q2 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
VALLEY FINANCIAL MANAGEMENT, INC. | 4 | 4 | 0.20% | 0.33% | 0.64% | Q3 2022 | Q2 2023 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.29% | 0.33% | 0.36% | Q4 2022 | Q3 2023 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.19% | 0.21% | 0.22% | Q3 2020 | Q2 2021 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 10.98% | 12.01% | 12.61% | Q4 2022 | Q3 2023 | 4 |
Deuterium Capital Management, LLC | 2 | 1 | 0.00% | 2.83% | 8.40% | Q1 2022 | Q2 2023 | 4 |
Tevis Investment Management | 4 | 4 | 0.13% | 0.19% | 0.34% | Q4 2021 | Q3 2022 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT CAPITAL STRATEGIES | 3 | 1 | 0.14% | 0.23% | 0.48% | Q1 2022 | Q2 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 0.46% | 0.54% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Verus Financial Partners, Inc. | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Greytown Advisors Inc. | 3 | 1 | 0.14% | 0.15% | 0.16% | Q3 2018 | Q3 2019 | 4 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 4 |
Stillwater Capital Advisors, LLC | 3 | 1 | 0.03% | 0.05% | 0.06% | Q3 2018 | Q4 2021 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.50% | 0.51% | 0.52% | Q4 2022 | Q3 2023 | 4 |
SevenBridge Financial Group, LLC | 3 | 1 | 0.04% | 0.30% | 0.98% | Q2 2019 | Q4 2021 | 4 |
CastleKnight Management LP | 4 | 4 | 0.53% | 5.76% | 9.40% | Q4 2022 | Q3 2023 | 4 |
Meadow Creek Wealth Advisors LLC | 4 | 4 | 0.27% | 0.28% | 0.31% | Q4 2021 | Q3 2022 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 1 | 0.32% | 0.49% | 0.76% | Q3 2019 | Q3 2023 | 4 |
PITCAIRN CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
WESPAC Advisors, LLC | 3 | 1 | 0.40% | 0.53% | 0.72% | Q2 2018 | Q3 2023 | 4 |
Live Your Vision, LLC | 4 | 4 | 0.18% | 0.27% | 0.45% | Q2 2018 | Q1 2019 | 4 |
Valence8 US LP | 4 | 4 | 4.33% | 11.63% | 16.79% | Q4 2022 | Q3 2023 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.02% | 0.45% | 1.52% | Q3 2020 | Q3 2023 | 4 |
Sandell Asset Management Corp. | 3 | 1 | 0.60% | 1.50% | 3.17% | Q2 2018 | Q3 2019 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 1 | 0.09% | 0.18% | 0.41% | Q1 2022 | Q3 2023 | 4 |
Wells Trecaso Financial Group, LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.26% | 0.40% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.16% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 2.47% | 8.56% | 21.08% | Q2 2018 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.47% | 1.38% | 2.29% | Q4 2022 | Q3 2023 | 4 |
Matthew Goff Investment Advisor, LLC | 3 | 1 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 4 |
First Personal Financial Services | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.07% | 0.19% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.72% | 0.76% | 0.81% | Q4 2022 | Q3 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 0.58% | 0.69% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.65% | 1.44% | 3.16% | Q4 2022 | Q3 2023 | 4 |
Twelve Points Wealth Management LLC | 4 | 4 | 0.16% | 0.40% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.23% | 0.65% | 1.74% | Q3 2020 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2022 | Q3 2023 | 4 |
AXS Investments LLC | 3 | 1 | 0.10% | 0.88% | 2.25% | Q1 2021 | Q2 2022 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.02% | 0.13% | 0.44% | Q4 2021 | Q3 2022 | 4 |
Sterling Financial Group, Inc. | 4 | 4 | 0.58% | 0.61% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Capital Management ULC | 4 | 4 | 0.84% | 0.90% | 1.00% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Towerpoint Wealth, LLC | 2 | 2 | 0.11% | 0.14% | 0.18% | Q4 2021 | Q3 2023 | 4 |
Essex LLC | 2 | 2 | 0.06% | 0.09% | 0.19% | Q3 2021 | Q3 2023 | 4 |
Castle Hook Partners LP | 3 | 1 | 8.66% | 14.82% | 28.04% | Q3 2018 | Q4 2019 | 4 |
BROGAN FINANCIAL, INC. | 4 | 4 | 0.25% | 0.29% | 0.32% | Q4 2022 | Q3 2023 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.02% | 0.17% | 0.55% | Q4 2018 | Q3 2019 | 4 |
Paragon Capital Management LLC | 2 | 1 | 0.04% | 0.05% | 0.09% | Q3 2018 | Q1 2020 | 4 |
AJ Advisors, LLC | 4 | 4 | 7.46% | 9.04% | 10.40% | Q4 2022 | Q3 2023 | 4 |
Mizuho Trust & Banking Co., Ltd. | 3 | 1 | 4.38% | 19.14% | 33.42% | Q1 2019 | Q1 2020 | 4 |
Allspring Global Investments Holdings, LLC | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 4 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Herold Advisors, Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2021 | Q3 2023 | 4 |
Tanager Wealth Management LLP | 4 | 4 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Kensington Asset Management, LLC | 3 | 1 | 23.67% | 31.90% | 40.46% | Q1 2022 | Q3 2023 | 4 |
Vienna Asset Management LLC | 4 | 4 | 1.04% | 4.04% | 8.36% | Q4 2021 | Q3 2022 | 4 |
CADEN CAPITAL PARTNERS, LP | 4 | 4 | 5.22% | 7.64% | 10.54% | Q4 2022 | Q3 2023 | 4 |
ADVISOR PARTNERS II, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 4 |
White Pine Investment CO | 4 | 4 | 0.15% | 0.76% | 1.20% | Q4 2022 | Q3 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.27% | 0.68% | 1.76% | Q1 2020 | Q3 2023 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 1.49% | 1.77% | 2.02% | Q4 2019 | Q3 2020 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 1.84% | 3.32% | 3.98% | Q4 2021 | Q3 2022 | 4 |
AM INVESTMENT STRATEGIES LLC | 4 | 4 | 0.08% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Greenland Capital Management LP | 3 | 3 | 0.06% | 0.65% | 1.62% | Q1 2023 | Q3 2023 | 4 |
Catamount Wealth Management | 4 | 4 | 4.19% | 4.55% | 5.17% | Q2 2018 | Q1 2019 | 4 |
Selkirk Management LLC | 2 | 1 | 3.76% | 7.99% | 10.66% | Q1 2020 | Q3 2023 | 4 |
Fifth Third Wealth Advisors LLC | 4 | 4 | 0.30% | 0.58% | 1.16% | Q1 2023 | Q4 2023 | 4 |
ARMOR ADVISORS, L.L.C. | 3 | 1 | 5.47% | 13.96% | 17.50% | Q3 2020 | Q4 2021 | 4 |
SWMG, LLC | 3 | 1 | 0.20% | 0.30% | 0.38% | Q3 2021 | Q3 2022 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.63% | 1.38% | 2.65% | Q1 2023 | Q4 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.11% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Lodbrok Capital LLP | 4 | 4 | 0.58% | 6.23% | 11.54% | Q1 2022 | Q4 2022 | 4 |
Watson Rebecca | 4 | 4 | 0.48% | 1.62% | 2.57% | Q4 2019 | Q3 2020 | 4 |
FIR TREE CAPITAL MANAGEMENT LP | 2 | 2 | 0.40% | 1.69% | 4.15% | Q4 2021 | Q3 2023 | 4 |
Ikarian Capital, LLC | 2 | 1 | 2.15% | 3.00% | 5.17% | Q1 2020 | Q3 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 1.22% | 1.43% | 1.64% | Q4 2022 | Q3 2023 | 4 |
CARLSON CAPITAL L P | 4 | 4 | 0.03% | 0.08% | 0.12% | Q1 2022 | Q4 2022 | 4 |
Sunburst Financial Group, LLC | 4 | 4 | 0.22% | 0.25% | 0.28% | Q4 2019 | Q3 2020 | 4 |
ERn Financial, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q3 2022 | Q2 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 7.93% | 8.56% | 9.04% | Q4 2022 | Q3 2023 | 4 |
Maniyar Capital Advisors UK Ltd. | 4 | 4 | 43.04% | 81.56% | 100.00% | Q4 2021 | Q3 2022 | 4 |
NIPPON LIFE INSURANCE CO | 4 | 4 | 5.38% | 14.58% | 19.95% | Q1 2020 | Q4 2020 | 4 |
Orgel Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.85% | 1.07% | 1.67% | Q2 2018 | Q1 2019 | 4 |
ELLERSON GROUP INC /ADV | 4 | 4 | 2.19% | 2.54% | 2.71% | Q4 2022 | Q3 2023 | 4 |
Hyperion Partners, LLC | 4 | 4 | 6.15% | 7.46% | 8.32% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.53% | 0.68% | 0.82% | Q4 2021 | Q3 2022 | 4 |
Red Cedar Capital, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Copperleaf Capital, LLC | 4 | 4 | 0.58% | 1.43% | 1.78% | Q4 2022 | Q3 2023 | 4 |
BCM ADVISORS, LLC | 4 | 4 | 0.12% | 0.13% | 0.16% | Q3 2022 | Q2 2023 | 4 |
Endowment Wealth Management, Inc. | 3 | 1 | 0.20% | 0.21% | 0.21% | Q1 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 0.14% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
State of Wyoming | 4 | 4 | 0.00% | 0.03% | 0.10% | Q3 2021 | Q2 2022 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 6.31% | 6.62% | 6.77% | Q4 2022 | Q3 2023 | 4 |
Atreides Management, LP | 2 | 1 | 6.25% | 11.00% | 14.24% | Q1 2021 | Q2 2023 | 4 |
JD Financial Services Inc. | 4 | 4 | 2.78% | 7.02% | 8.82% | Q1 2021 | Q4 2021 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 15.46% | 18.01% | 19.52% | Q4 2022 | Q3 2023 | 4 |
Gyon Technologies Capital Management, LP | 4 | 4 | 0.09% | 0.16% | 0.32% | Q4 2020 | Q3 2021 | 4 |
Leading Edge Financial Planning LLC | 4 | 4 | 0.70% | 0.82% | 0.88% | Q4 2022 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.15% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 4 | 4 | 5.91% | 7.30% | 8.05% | Q4 2022 | Q3 2023 | 4 |
Solidarity Wealth, LLC | 3 | 1 | 1.60% | 2.27% | 3.00% | Q1 2022 | Q1 2023 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 3.38% | 3.64% | 4.17% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2010 | Q3 2023 | 4 |
ADIRONDACK RETIREMENT SPECIALISTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Logan Stone Capital, LLC | 2 | 1 | 0.40% | 1.68% | 2.82% | Q4 2021 | Q2 2023 | 4 |
Noked Israel Ltd | 4 | 4 | 0.63% | 0.77% | 0.97% | Q3 2022 | Q2 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 1.61% | 1.95% | 2.26% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.22% | 0.36% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Signature Wealth Management Partners, LLC | 3 | 1 | 0.17% | 0.30% | 0.34% | Q4 2021 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.41% | 0.71% | 0.94% | Q4 2022 | Q3 2023 | 4 |
BEACON FINANCIAL PLANNING, INC | 4 | 4 | 11.25% | 12.62% | 13.30% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.05% | 0.12% | 0.21% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 0.36% | 0.76% | 1.12% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 1.52% | 1.57% | 1.65% | Q4 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.76% | 0.83% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.04% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.22% | 0.63% | 1.02% | Q4 2022 | Q3 2023 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.27% | 0.47% | 1.01% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 1.03% | 1.11% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 4.57% | 6.12% | 6.97% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.33% | 0.40% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Telemetry Investments, L.L.C. | 1 | 1 | 0.17% | 4.29% | 12.62% | Q4 2018 | Q4 2022 | 4 |
Truxt Investmentos Ltda. | 1 | 1 | 0.05% | 0.39% | 0.94% | Q3 2021 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 1.30% | 1.53% | 1.72% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.46% | 0.51% | 0.56% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 0.30% | 2.48% | 3.61% | Q4 2022 | Q3 2023 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.22% | 0.50% | 0.84% | Q1 2022 | Q4 2022 | 4 |
Scott & Selber, Inc. | 4 | 4 | 0.29% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Security National Bank | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 4 |
Owen LaRue, LLC | 4 | 4 | 0.36% | 3.05% | 5.92% | Q4 2022 | Q3 2023 | 4 |
PEOPLES BANK /OH | 3 | 1 | 0.12% | 0.41% | 0.66% | Q3 2018 | Q3 2023 | 4 |
BERRY GROUP, LLC | 4 | 4 | 0.30% | 0.31% | 0.33% | Q1 2020 | Q4 2020 | 4 |
Financial Partners Group, LLC | 4 | 4 | 0.39% | 0.42% | 0.46% | Q4 2022 | Q3 2023 | 4 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 2 | 1 | 0.07% | 0.36% | 1.22% | Q2 2021 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.49% | 0.58% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Nokomis Capital, L.L.C. | 2 | 1 | 1.01% | 2.67% | 5.44% | Q4 2019 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
CONGRESS ASSET MANAGEMENT CO /MA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
KFG WEALTH MANAGEMENT, LLC | 4 | 4 | 0.40% | 7.78% | 12.14% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 2.05% | 2.46% | 2.72% | Q4 2022 | Q3 2023 | 4 |
Fore Capital, LLC | 2 | 2 | 2.25% | 11.17% | 27.15% | Q1 2019 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 0.69% | 2.35% | 6.15% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 3.62% | 4.24% | 4.65% | Q4 2022 | Q3 2023 | 4 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q3 2021 | 4 |
TCP Asset Management, LLC | 4 | 4 | 4.20% | 4.92% | 5.80% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 0.42% | 0.68% | 0.94% | Q4 2022 | Q3 2023 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 5.28% | 5.48% | 5.70% | Q4 2022 | Q3 2023 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.12% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Jordan Park Group LLC | 3 | 1 | 0.36% | 1.18% | 1.58% | Q1 2021 | Q2 2022 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 1.35% | 1.42% | 1.47% | Q4 2022 | Q3 2023 | 4 |
PPSC Investment Service Corp | 4 | 4 | 15.66% | 16.68% | 18.69% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 4.09% | 5.95% | 7.56% | Q4 2022 | Q3 2023 | 4 |
Infini Master Fund | 4 | 4 | 0.03% | 20.90% | 36.23% | Q2 2021 | Q1 2022 | 4 |
Breakwater Capital Group | 4 | 4 | 0.26% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Heritage Trust Co | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 2.00% | 2.12% | 2.23% | Q4 2022 | Q3 2023 | 4 |
Hound Partners | 4 | 4 | 10.14% | 13.35% | 17.75% | Q4 2022 | Q3 2023 | 4 |
LEE DANNER & BASS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Syverson Strege & Co | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 4 |
Wealth & Pension Services Group, Inc. | 3 | 1 | 0.75% | 0.81% | 0.86% | Q3 2018 | Q3 2019 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 4 |
Holowesko Partners Ltd. | 3 | 1 | 3.27% | 4.64% | 6.67% | Q4 2019 | Q4 2020 | 4 |
Prosperity Planning, Inc. | 4 | 4 | 0.04% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 4 |
Global Beta Advisors LLC | 4 | 4 | 11.26% | 12.53% | 13.27% | Q4 2018 | Q3 2019 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.96% | 4.29% | 7.98% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Dorsey Wright & Associates | 3 | 1 | 5.43% | 10.16% | 13.60% | Q4 2019 | Q4 2020 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 5.81% | 7.43% | 8.52% | Q4 2022 | Q3 2023 | 4 |
Mass Ave Global Inc. | 2 | 1 | 1.91% | 12.61% | 32.13% | Q1 2022 | Q4 2022 | 3 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 3 | 0.21% | 0.82% | 1.60% | Q1 2021 | Q3 2021 | 3 |
Taconic Capital Advisors LP | 1 | 1 | 0.72% | 1.16% | 1.39% | Q4 2020 | Q3 2022 | 3 |
HTG Investment Advisors, Inc. | 3 | 3 | 0.21% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Marion Wealth Management | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.29% | 0.37% | 0.51% | Q4 2021 | Q2 2022 | 3 |
ATWOOD & PALMER INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2022 | 3 |
Heritage Wealth Partners, LLC | 2 | 1 | 0.78% | 3.96% | 9.28% | Q4 2022 | Q3 2023 | 3 |
Cassaday & Co Wealth Management LLC | 3 | 3 | 0.50% | 0.87% | 1.58% | Q4 2022 | Q2 2023 | 3 |
Kiwi Wealth Investments Limited Partnership | 3 | 3 | 0.01% | 0.07% | 0.12% | Q2 2021 | Q4 2021 | 3 |
CONNORS INVESTOR SERVICES INC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q2 2020 | 3 |
KM Capital Management Ltd. | 2 | 1 | 6.26% | 7.10% | 8.28% | Q4 2022 | Q3 2023 | 3 |
GEM Asset Management, LLC | 3 | 3 | 0.30% | 0.32% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Vericrest Private Wealth | 3 | 3 | 1.42% | 1.49% | 1.55% | Q4 2021 | Q2 2022 | 3 |
Forza Wealth Management, LLC | 3 | 3 | 0.61% | 0.65% | 0.67% | Q1 2023 | Q3 2023 | 3 |
Quent Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.07% | 0.10% | 0.14% | Q2 2021 | Q2 2022 | 3 |
Fiduciary Trust Co International of Pennsylvania | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
EVERETT HARRIS & CO /CA/ | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 3 |
Olistico Wealth, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2023 | Q3 2023 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.16% | 0.24% | 0.38% | Q4 2022 | Q2 2023 | 3 |
Freedom Investment Management, Inc. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Ratan Capital Management LP | 2 | 1 | 3.47% | 18.30% | 30.39% | Q1 2022 | Q4 2022 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.05% | 0.08% | 0.10% | Q2 2022 | Q4 2022 | 3 |
Glacier Peak Capital LLC | 3 | 3 | 0.21% | 1.33% | 3.45% | Q4 2018 | Q2 2019 | 3 |
COMERICA SECURITIES INC | 3 | 3 | 0.68% | 0.78% | 0.88% | Q2 2018 | Q4 2018 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.24% | 1.28% | 3.35% | Q4 2022 | Q3 2023 | 3 |
StoneX Group Inc. | 3 | 3 | 1.49% | 1.64% | 1.72% | Q2 2018 | Q4 2018 | 3 |
Leo H. Evart, Inc. | 3 | 3 | 0.36% | 0.39% | 0.41% | Q4 2021 | Q2 2022 | 3 |
Herr Investment Group LLC | 3 | 3 | 13.66% | 19.70% | 29.38% | Q1 2023 | Q3 2023 | 3 |
Safeguard Financial, LLC | 3 | 3 | 0.25% | 0.32% | 0.42% | Q1 2023 | Q3 2023 | 3 |
DHK Financial Advisors, Inc. | 3 | 3 | 0.53% | 0.89% | 1.24% | Q1 2023 | Q3 2023 | 3 |
Faithward Advisors, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Tiger Eye Capital LLC | 1 | 1 | 1.31% | 3.78% | 5.06% | Q1 2020 | Q1 2022 | 3 |
Bruderman Asset Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 3 |
Shira Ridge Wealth Management | 3 | 3 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q3 2023 | 3 |
PICTET ASSET MANAGEMENT SA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.03% | 0.05% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Eisler Capital (US) LLC | 2 | 2 | 0.36% | 0.47% | 0.64% | Q2 2023 | Q3 2023 | 3 |
Engrave Wealth Partners LLC | 2 | 1 | 0.03% | 1.10% | 3.24% | Q4 2019 | Q2 2022 | 3 |
Lipe & Dalton | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q4 2020 | 3 |
Rovida Advisors Inc. | 3 | 3 | 1.40% | 5.70% | 14.31% | Q3 2019 | Q1 2020 | 3 |
TIEMANN INVESTMENT ADVISORS, LLC | 3 | 3 | 0.23% | 0.39% | 0.71% | Q4 2021 | Q2 2022 | 3 |
Momentum Advisors, LLC | 3 | 3 | 0.23% | 0.31% | 0.45% | Q2 2022 | Q4 2022 | 3 |
FourWorld Capital Management LLC | 3 | 3 | 0.04% | 7.99% | 14.86% | Q1 2023 | Q3 2023 | 3 |
Rinet Co LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
EWA, LLC | 3 | 3 | 0.35% | 0.36% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.81% | 0.86% | 0.90% | Q1 2023 | Q3 2023 | 3 |
David J Yvars Group | 3 | 3 | 1.66% | 4.75% | 6.65% | Q1 2023 | Q3 2023 | 3 |
ACUTE INVESTMENT ADVISORY, LLC | 3 | 3 | 0.95% | 1.80% | 3.06% | Q4 2021 | Q2 2022 | 3 |
Ethos Financial Group, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Stokes & Hubbell Capital Management, LLC | 2 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q1 2019 | 3 |
Westshore Wealth, LLC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Centurion Wealth Management LLC | 3 | 3 | 0.41% | 0.45% | 0.49% | Q4 2022 | Q2 2023 | 3 |
Tillar-Wenstrup Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q3 2021 | Q1 2022 | 3 |
CI INVESTMENTS INC. | 2 | 1 | 0.07% | 0.07% | 0.08% | Q2 2020 | Q4 2021 | 3 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 1.27% | 17.52% | 38.83% | Q3 2018 | Q1 2020 | 3 |
EMJ Capital Ltd. | 1 | 1 | 3.90% | 12.81% | 21.54% | Q2 2021 | Q2 2022 | 3 |
Corriente Advisors, LLC | 3 | 3 | 11.84% | 45.37% | 94.74% | Q1 2022 | Q3 2022 | 3 |
SMH CAPITAL ADVISORS INC | 3 | 3 | 0.67% | 1.06% | 1.78% | Q1 2023 | Q3 2023 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Deane Retirement Strategies, Inc. | 3 | 3 | 6.75% | 6.99% | 7.32% | Q2 2021 | Q4 2021 | 3 |
CTF Capital Management, LP | 3 | 3 | 16.35% | 18.87% | 22.48% | Q1 2022 | Q3 2022 | 3 |
HNP Capital LLC | 3 | 3 | 0.07% | 0.19% | 0.42% | Q1 2020 | Q3 2020 | 3 |
Freestate Advisors LLC | 2 | 1 | 2.39% | 7.10% | 11.40% | Q2 2019 | Q1 2021 | 3 |
Nalls Sherbakoff Group, LLC | 2 | 1 | 0.06% | 0.22% | 0.53% | Q4 2018 | Q2 2023 | 3 |
MA Private Wealth | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q4 2022 | 3 |
MRA Advisory Group | 2 | 1 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 7.24% | 7.67% | 7.98% | Q2 2018 | Q4 2018 | 3 |
WealthTrust Axiom LLC | 2 | 1 | 0.07% | 0.09% | 0.12% | Q2 2018 | Q3 2023 | 3 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.06% | 0.50% | 0.75% | Q1 2021 | Q2 2021 | 3 |
COLUMBIA ADVISORY PARTNERS LLC | 3 | 3 | 0.29% | 0.38% | 0.48% | Q2 2022 | Q4 2022 | 3 |
Michael & Susan Dell Foundation | 3 | 3 | 14.52% | 15.15% | 15.75% | Q1 2019 | Q3 2019 | 3 |
GeoSphere Capital Management, LLC | 2 | 1 | 6.07% | 8.52% | 11.97% | Q2 2018 | Q1 2023 | 3 |
HARBERT FUND ADVISORS, INC. | 2 | 1 | 0.48% | 2.92% | 7.13% | Q4 2020 | Q2 2022 | 3 |
Gibson Capital, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.16% | 0.23% | Q2 2023 | Q3 2023 | 3 |
Planning Solutions Group LLC | 3 | 3 | 1.17% | 1.20% | 1.21% | Q4 2018 | Q2 2019 | 3 |
McQueen, Ball & Associates Inc. | 3 | 3 | 0.22% | 0.23% | 0.23% | Q2 2018 | Q4 2018 | 3 |
WealthTrust Fairport, LLC | 2 | 1 | 0.04% | 0.23% | 0.60% | Q2 2018 | Q1 2019 | 3 |
COMPTON CAPITAL MANAGEMENT INC /RI | 3 | 3 | 0.43% | 0.53% | 0.58% | Q2 2018 | Q4 2018 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Tarbox Family Office, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 4.26% | 4.43% | 4.69% | Q4 2020 | Q2 2021 | 3 |
ANCHOR CAPITAL ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 3 |
HL FINANCIAL SERVICES LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q3 2018 | Q1 2019 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q2 2021 | 3 |
Leonetti & Associates, LLC | 3 | 3 | 22.71% | 24.71% | 28.07% | Q2 2018 | Q4 2018 | 3 |
STAMINA CAPITAL MANAGEMENT LP | 2 | 2 | 16.53% | 19.52% | 25.49% | Q1 2022 | Q2 2022 | 3 |
CLIENT 1ST ADVISORY GROUP, LLC | 3 | 3 | 0.11% | 0.25% | 0.53% | Q1 2023 | Q3 2023 | 3 |
Polar Capital LLP | 3 | 3 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q4 2018 | 3 |
EASTERLY INVESTMENT PARTNERS LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q1 2023 | 3 |
MERIDIAN MANAGEMENT CO | 3 | 3 | 0.47% | 0.48% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Parkwood LLC | 1 | 1 | 0.00% | 14.58% | 33.07% | Q3 2020 | Q3 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.05% | 0.10% | 0.20% | Q1 2023 | Q3 2023 | 3 |
PFM Health Sciences, LP | 2 | 1 | 3.59% | 4.98% | 6.45% | Q2 2018 | Q3 2020 | 3 |
CQS (US), LLC | 3 | 3 | 0.30% | 0.32% | 0.34% | Q2 2021 | Q4 2021 | 3 |
Benchmark Capital Advisors | 3 | 3 | 0.27% | 0.30% | 0.33% | Q2 2018 | Q4 2018 | 3 |
Jeereddi Investments, LP | 3 | 3 | 1.16% | 2.73% | 4.24% | Q2 2022 | Q4 2022 | 3 |
LONESTAR CAPITAL MANAGEMENT LLC | 3 | 3 | 22.20% | 23.62% | 25.43% | Q1 2023 | Q3 2023 | 3 |
Jenkins Wealth | 1 | 1 | 0.14% | 3.58% | 10.14% | Q4 2021 | Q4 2022 | 3 |
ELEMENT POINTE ADVISORS, LLC | 1 | 1 | 0.07% | 0.20% | 0.31% | Q4 2018 | Q4 2021 | 3 |
Isomer Partners LP | 1 | 1 | 0.21% | 3.85% | 6.76% | Q2 2019 | Q1 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
MILLER GREEN FINANCIAL SERVICES INC /ADV | 3 | 3 | 42.47% | 45.26% | 47.45% | Q2 2018 | Q4 2018 | 3 |
Cynosure Group, LLC | 2 | 1 | 1.24% | 1.72% | 1.97% | Q1 2020 | Q3 2023 | 3 |
HERON FINANCIAL GROUP, LLC | 2 | 1 | 0.12% | 0.14% | 0.17% | Q2 2022 | Q2 2023 | 3 |
36 SOUTH CAPITAL ADVISORS LLP | 3 | 3 | 4.18% | 27.77% | 39.65% | Q1 2021 | Q3 2021 | 3 |
CIDEL ASSET MANAGEMENT INC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 3 |
Horiko Capital Management LLC | 3 | 3 | 0.93% | 1.25% | 1.60% | Q2 2021 | Q4 2021 | 3 |
HBK Sorce Advisory LLC | 3 | 3 | 0.29% | 0.31% | 0.33% | Q1 2023 | Q3 2023 | 3 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q2 2023 | 3 |
Passport Capital, LLC | 2 | 2 | 7.77% | 29.21% | 71.96% | Q4 2018 | Q1 2019 | 3 |
Plaisance Capital LLC | 2 | 1 | 1.29% | 7.78% | 12.45% | Q4 2020 | Q2 2022 | 3 |
ELLINGTON MANAGEMENT GROUP LLC | 3 | 3 | 0.00% | 4.08% | 8.84% | Q4 2020 | Q2 2021 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.44% | 0.53% | 0.64% | Q3 2018 | Q2 2019 | 3 |
Quantinno Capital Management LP | 3 | 3 | 0.08% | 0.26% | 0.38% | Q1 2023 | Q3 2023 | 3 |
HARBOR ADVISORY CORP /MA/ | 3 | 3 | 0.08% | 0.11% | 0.17% | Q1 2023 | Q3 2023 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 2 | 1 | 0.67% | 2.33% | 4.24% | Q4 2020 | Q2 2023 | 3 |
RWQ Financial Management Services, Inc. | 2 | 1 | 0.37% | 1.70% | 4.29% | Q4 2022 | Q3 2023 | 3 |
DWM Financial Group, Inc. | 3 | 3 | 5.06% | 5.76% | 6.23% | Q2 2020 | Q4 2020 | 3 |
CSS LLC/IL | 1 | 1 | 0.01% | 0.10% | 0.15% | Q2 2021 | Q3 2023 | 3 |
Goodwin Investment Advisory | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Onex Canada Asset Management Inc. | 2 | 1 | 0.01% | 0.55% | 0.95% | Q1 2021 | Q4 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.20% | 0.83% | 1.50% | Q4 2020 | Q1 2023 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 9.85% | 10.19% | 10.73% | Q4 2020 | Q2 2021 | 3 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.32% | 0.59% | 0.91% | Q4 2019 | Q2 2023 | 3 |
CASTLEARK MANAGEMENT LLC | 2 | 1 | 0.38% | 0.71% | 0.93% | Q4 2018 | Q2 2022 | 3 |
Heritage Financial Services, LLC | 2 | 1 | 0.04% | 0.06% | 0.07% | Q2 2022 | Q3 2023 | 3 |
Sentinus, LLC | 3 | 3 | 0.18% | 0.34% | 0.46% | Q4 2022 | Q2 2023 | 3 |
Cowen Investment Management LLC | 1 | 1 | 0.00% | 0.21% | 0.55% | Q3 2019 | Q1 2020 | 3 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.30% | 0.94% | 1.98% | Q4 2019 | Q2 2021 | 3 |
Foxhaven Asset Management, LP | 2 | 1 | 2.49% | 6.92% | 11.48% | Q4 2018 | Q3 2019 | 3 |
Matisse Capital | 2 | 1 | 0.14% | 1.32% | 3.67% | Q4 2021 | Q3 2023 | 3 |
Southern Wealth Management, LLP | 3 | 3 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q1 2023 | 3 |
MENORA MIVTACHIM HOLDINGS LTD. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Willis Investment Counsel | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.03% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Sofinnova Investments, Inc. | 2 | 1 | 2.32% | 3.16% | 4.82% | Q4 2021 | Q3 2022 | 3 |
PINNBROOK CAPITAL MANAGEMENT LP | 2 | 1 | 3.17% | 6.14% | 10.15% | Q2 2022 | Q2 2023 | 3 |
Bridge Creek Capital Management LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Corsair Capital Management | 3 | 3 | 0.50% | 1.32% | 1.73% | Q1 2020 | Q3 2020 | 3 |
Jeneq Management LP | 2 | 1 | 6.26% | 22.29% | 35.81% | Q2 2019 | Q1 2020 | 3 |
EMG Holdings, L.P. | 3 | 3 | 6.87% | 21.82% | 42.42% | Q3 2022 | Q1 2023 | 3 |
Arbor Investment Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
LITTLE HOUSE CAPITAL LLC | 2 | 1 | 0.13% | 0.45% | 0.98% | Q4 2021 | Q3 2023 | 3 |
Lee Capital Holdings LLC | 2 | 1 | 0.30% | 1.24% | 2.85% | Q4 2020 | Q2 2022 | 3 |
Evermore Global Advisors, LLC | 3 | 3 | 5.06% | 9.56% | 11.86% | Q2 2018 | Q4 2018 | 3 |
Lauer Wealth, LLC | 3 | 3 | 11.55% | 12.70% | 14.70% | Q1 2023 | Q3 2023 | 3 |
CEERA INVESTMENTS, LLC | 3 | 3 | 0.16% | 0.18% | 0.19% | Q1 2023 | Q3 2023 | 3 |
O'Neil Global Advisors, Inc. | 2 | 1 | 14.41% | 28.03% | 53.59% | Q2 2021 | Q1 2022 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 2.28% | 2.85% | 3.26% | Q4 2020 | Q2 2021 | 3 |
Hall Private Wealth Advisors | 2 | 1 | 0.21% | 1.76% | 2.91% | Q4 2020 | Q3 2023 | 3 |
Black Maple Capital Management LP | 1 | 1 | 0.18% | 1.36% | 3.50% | Q1 2021 | Q4 2022 | 3 |
Financial Gravity Asset Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.86% | 2.31% | 3.63% | Q2 2021 | Q2 2022 | 3 |
SoftVest Advisors, LLC | 2 | 1 | 2.98% | 13.01% | 24.11% | Q4 2021 | Q3 2023 | 3 |
Yost Capital Management, LP | 2 | 1 | 3.81% | 4.62% | 5.96% | Q2 2020 | Q4 2022 | 3 |
Philosophy Capital Management LLC | 3 | 3 | 12.21% | 15.58% | 19.59% | Q1 2023 | Q3 2023 | 3 |
ACT WEALTH MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q4 2021 | Q2 2022 | 3 |
Y.D. More Investments Ltd | 2 | 1 | 0.62% | 3.68% | 9.22% | Q4 2022 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 1.86% | 2.32% | 2.60% | Q1 2023 | Q3 2023 | 3 |
Knollwood Investment Advisory, LLC | 1 | 1 | 0.01% | 14.51% | 21.77% | Q1 2023 | Q1 2023 | 3 |
Pinnacle Advisory Group, Inc. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q1 2021 | 3 |
Gilbert & Cook, Inc. | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 3 |
SWM Advisors | 2 | 1 | 0.18% | 0.20% | 0.22% | Q4 2021 | Q3 2022 | 3 |
BASSETT HARGROVE INVESTMENT COUNSEL, LLC | 3 | 3 | 0.34% | 0.35% | 0.36% | Q2 2021 | Q4 2021 | 3 |
Marble Harbor Investment Counsel, LLC | 2 | 1 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 3 |
Scarborough Advisors, LLC | 2 | 1 | 0.07% | 0.15% | 0.27% | Q4 2021 | Q3 2023 | 3 |
Lifeworks Advisors, LLC | 3 | 3 | 0.35% | 0.38% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Union Investments & Development Ltd. | 3 | 3 | 0.23% | 0.24% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Shaker Financial Services, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.23% | 0.89% | 1.95% | Q1 2023 | Q3 2023 | 3 |
DUBUQUE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Polus Capital Management Ltd | 3 | 3 | 3.90% | 5.26% | 7.93% | Q1 2023 | Q3 2023 | 3 |
Gilfoyle Management LLC | 3 | 3 | 7.45% | 22.02% | 33.33% | Q1 2023 | Q3 2023 | 3 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
Solano Wealth Management, Inc. | 3 | 3 | 9.90% | 15.02% | 18.14% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.92% | 0.98% | 1.07% | Q1 2023 | Q3 2023 | 3 |
Quintet Private Bank (Europe) S.A. | 2 | 1 | 0.42% | 0.43% | 0.46% | Q2 2022 | Q2 2023 | 3 |
Root Financial Partners, LLC | 3 | 3 | 0.81% | 1.08% | 1.33% | Q1 2023 | Q3 2023 | 3 |
SENTINEL PENSION ADVISORS INC | 2 | 1 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 0.33% | 0.34% | 0.36% | Q1 2023 | Q3 2023 | 3 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.60% | 1.30% | 2.36% | Q1 2023 | Q3 2023 | 3 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 1.98% | 2.04% | 2.09% | Q1 2023 | Q3 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 1.02% | 1.05% | 1.07% | Q1 2023 | Q3 2023 | 3 |
CAPITAL WEALTH MANAGEMENT, LLC | 3 | 3 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Nuveen Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.30% | 0.39% | 0.50% | Q1 2023 | Q3 2023 | 3 |
Eaton Financial Holdings Company, LLC | 2 | 1 | 0.24% | 0.53% | 1.12% | Q4 2022 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.36% | 0.39% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Werba Rubin Papier Wealth Management | 2 | 1 | 0.12% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
HealthCor Management, L.P. | 2 | 1 | 1.02% | 1.28% | 1.69% | Q2 2018 | Q1 2021 | 3 |
Zweig-DiMenna Associates LLC | 2 | 1 | 1.00% | 2.99% | 6.88% | Q4 2018 | Q1 2020 | 3 |
Sage Advisory Services, Ltd.Co. | 3 | 3 | 0.35% | 0.38% | 0.40% | Q4 2019 | Q2 2020 | 3 |
Live Oak Investment Partners | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Midwest Financial Group LLC | 3 | 3 | 3.50% | 3.55% | 3.64% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 9.50% | 13.16% | 15.61% | Q4 2022 | Q3 2023 | 3 |
Tower View Wealth Management LLC | 3 | 3 | 0.79% | 0.80% | 0.82% | Q3 2021 | Q1 2022 | 3 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.88% | 2.20% | 4.07% | Q3 2018 | Q4 2021 | 3 |
Tarsadia Capital, LLC | 3 | 3 | 5.81% | 10.64% | 13.14% | Q2 2020 | Q4 2020 | 3 |
BELLEVUE ASSET MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Broad Peak Investment Holdings Ltd. | 2 | 1 | 0.62% | 0.76% | 0.90% | Q2 2018 | Q1 2019 | 3 |
Bull Oak Capital, LLC | 2 | 1 | 7.14% | 7.64% | 8.34% | Q4 2021 | Q4 2022 | 3 |
INSIGHT 2811, INC. | 3 | 3 | 0.16% | 0.34% | 0.47% | Q2 2022 | Q4 2022 | 3 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 2 | 1 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q4 2022 | 3 |
Minot Wealth Management LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2021 | Q1 2022 | 3 |
KCL Capital, L.P. | 2 | 1 | 10.27% | 26.69% | 40.44% | Q3 2019 | Q2 2020 | 3 |
Cito Capital Group, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Compass Wealth Management LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 3 |
MOULTON WEALTH MANAGEMENT, INC | 1 | 1 | 0.17% | 3.37% | 7.58% | Q4 2019 | Q3 2021 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 1.08% | 1.17% | 1.23% | Q4 2021 | Q2 2022 | 3 |
Sturgeon Ventures LLP | 3 | 3 | 3.34% | 3.62% | 3.80% | Q1 2023 | Q3 2023 | 3 |
Wright Fund Management, LLC | 3 | 3 | 0.69% | 1.08% | 1.63% | Q1 2023 | Q3 2023 | 3 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 1.70% | 2.97% | 3.76% | Q3 2018 | Q2 2022 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 2.19% | 2.59% | 3.11% | Q4 2022 | Q2 2023 | 3 |
Optiver US LLC | 1 | 1 | 0.02% | 0.07% | 0.11% | Q3 2018 | Q1 2020 | 3 |
Hendershot Investments Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Wealth Advisors of Tampa Bay, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q2 2022 | 3 |
400 Capital Management LLC | 2 | 1 | 28.27% | 73.23% | 95.77% | Q1 2022 | Q3 2023 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.00% | 0.06% | 0.16% | Q4 2022 | Q2 2023 | 3 |
Marmo Financial Group, LLC | 3 | 3 | 9.89% | 9.92% | 9.94% | Q1 2023 | Q3 2023 | 3 |
Melqart Asset Management (UK) Ltd | 1 | 1 | 2.16% | 10.09% | 14.10% | Q1 2021 | Q2 2022 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 1.02% | 2.13% | 2.94% | Q4 2021 | Q2 2022 | 3 |
NTB Financial Corp | 3 | 3 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q2 2022 | 3 |
qPULA Trading Management LP | 2 | 1 | 1.21% | 1.80% | 2.34% | Q4 2020 | Q3 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.03% | 0.08% | 0.11% | Q4 2022 | Q3 2023 | 3 |
Watermark Asset Management, Inc. | 3 | 3 | 0.34% | 0.35% | 0.36% | Q2 2018 | Q4 2018 | 3 |
Dorsal Capital Management, LP | 2 | 1 | 2.57% | 5.51% | 10.28% | Q3 2019 | Q3 2023 | 3 |
Frontier Wealth Management LLC | 1 | 1 | 0.04% | 0.18% | 0.45% | Q1 2019 | Q2 2022 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Rockwood Wealth Management, LLC | 1 | 1 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q1 2023 | 2 |
Blueprint Investment Partners LLC | 1 | 1 | 0.34% | 0.62% | 0.89% | Q1 2022 | Q1 2023 | 2 |
SIX COLUMNS CAPITAL, LP | 2 | 2 | 3.41% | 7.04% | 10.67% | Q4 2020 | Q1 2021 | 2 |
Strategic Value Partners, LLC | 2 | 2 | 8.65% | 16.36% | 24.08% | Q3 2021 | Q4 2021 | 2 |
Strategic Point Investment Advisors, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q2 2023 | 2 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.19% | 1.71% | 3.22% | Q4 2019 | Q3 2021 | 2 |
Monarch Alternative Capital LP | 1 | 1 | 14.78% | 20.91% | 27.04% | Q1 2021 | Q4 2021 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 0.72% | 0.75% | 0.77% | Q2 2018 | Q3 2018 | 2 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Citizens National Bank Trust Department | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
CIBC BANK USA | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q4 2019 | 2 |
PERRITT CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
JET CAPITAL INVESTORS L P | 1 | 1 | 2.75% | 4.74% | 6.72% | Q1 2021 | Q3 2021 | 2 |
First Pacific Financial | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Otter Creek Advisors, LLC | 1 | 1 | 9.61% | 12.86% | 16.10% | Q1 2023 | Q3 2023 | 2 |
Wolf Hill Capital Management, LP | 1 | 1 | 0.86% | 6.77% | 12.68% | Q3 2021 | Q2 2023 | 2 |
Davis Capital Management | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2020 | Q2 2020 | 2 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.53% | 0.85% | Q4 2020 | Q2 2021 | 2 |
CUMBERLAND ADVISORS INC | 2 | 2 | 1.21% | 1.31% | 1.40% | Q2 2018 | Q3 2018 | 2 |
Bath Savings Trust Co | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Park West Asset Management LLC | 2 | 2 | 9.18% | 10.75% | 12.32% | Q3 2021 | Q4 2021 | 2 |
HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | 2 | 2 | 4.16% | 8.95% | 13.75% | Q2 2023 | Q3 2023 | 2 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 2 | 0.72% | 1.19% | 1.66% | Q2 2022 | Q3 2022 | 2 |
TRAN CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.04% | 0.05% | 0.05% | Q4 2018 | Q4 2019 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.21% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Core Alternative Capital | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
CPR Investments Inc. | 2 | 2 | 0.94% | 0.96% | 0.99% | Q2 2023 | Q3 2023 | 2 |
Legacy Trust | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Boundary Creek Advisors LP | 1 | 1 | 10.36% | 14.04% | 17.73% | Q1 2021 | Q1 2022 | 2 |
RAYNOR GEOFFREY | 2 | 2 | 19.45% | 19.99% | 20.54% | Q3 2020 | Q4 2020 | 2 |
Audent Global Asset Management, LLC | 2 | 2 | 6.48% | 7.69% | 8.90% | Q2 2023 | Q3 2023 | 2 |
Ardmore Road Asset Management LP | 1 | 1 | 1.98% | 5.52% | 9.07% | Q2 2022 | Q2 2023 | 2 |
swisspartners Ltd. | 1 | 1 | 0.21% | 0.28% | 0.35% | Q4 2020 | Q3 2022 | 2 |
Hemington Wealth Management | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2021 | 2 |
Centennial Wealth Advisory LLC | 2 | 2 | 0.60% | 1.50% | 2.40% | Q4 2020 | Q1 2021 | 2 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2020 | 2 |
Boston Common Asset Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Hel Ved Capital Management Ltd | 2 | 2 | 0.56% | 3.26% | 5.96% | Q2 2023 | Q3 2023 | 2 |
Phoenix Investment Adviser LLC | 2 | 2 | 0.63% | 3.32% | 6.01% | Q1 2019 | Q2 2019 | 2 |
MACQUARIE GROUP LTD | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
E Fund Management Co., Ltd. | 1 | 1 | 0.02% | 0.14% | 0.26% | Q4 2021 | Q2 2023 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q4 2018 | Q1 2019 | 2 |
JFG Wealth Management, LLC | 2 | 2 | 0.79% | 0.81% | 0.82% | Q2 2023 | Q3 2023 | 2 |
MOODY LYNN & LIEBERSON, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Strategic Equity Management | 2 | 2 | 3.38% | 5.32% | 7.26% | Q4 2021 | Q1 2022 | 2 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q2 2021 | 2 |
Precision Wealth Strategies, LLC | 2 | 2 | 1.78% | 2.26% | 2.75% | Q4 2020 | Q1 2021 | 2 |
GROUP ONE TRADING, L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Eagle Ridge Investment Management | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
CM WEALTH ADVISORS LLC | 2 | 2 | 0.08% | 0.12% | 0.16% | Q1 2023 | Q2 2023 | 2 |
Muzinich & Co., Inc. | 1 | 1 | 0.03% | 3.24% | 6.44% | Q1 2019 | Q4 2020 | 2 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.13% | 0.16% | 0.19% | Q4 2021 | Q2 2022 | 2 |
SPRING CREEK CAPITAL LLC | 2 | 2 | 0.12% | 5.05% | 9.98% | Q2 2018 | Q3 2018 | 2 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 0.38% | 0.40% | 0.41% | Q4 2020 | Q4 2021 | 2 |
Thrive Capital Management, LLC | 2 | 2 | 0.18% | 0.19% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Interchange Capital Partners, LLC | 1 | 1 | 0.04% | 0.13% | 0.23% | Q4 2020 | Q4 2021 | 2 |
COWBIRD CAPITAL LP | 2 | 2 | 28.26% | 29.05% | 29.84% | Q3 2019 | Q4 2019 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Kavar Capital Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2019 | 2 |
CUE ADVISORY SERVICES, INC. | 2 | 2 | 2.18% | 2.30% | 2.42% | Q2 2018 | Q3 2018 | 2 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q4 2021 | 2 |
Artisan Partners Limited Partnership | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Bridge Advisory, LLC | 2 | 2 | 0.10% | 0.12% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Nantahala Capital Management | 1 | 1 | 3.85% | 4.72% | 5.60% | Q3 2019 | Q1 2021 | 2 |
Elwood & Goetz Wealth Advisory Group, LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q2 2023 | 2 |
Farmers National Bank | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2019 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2021 | 2 |
EXCALIBUR MANAGEMENT CORP | 1 | 1 | 0.23% | 0.25% | 0.27% | Q2 2018 | Q3 2023 | 2 |
Discovery Value Fund | 2 | 2 | 13.40% | 13.72% | 14.04% | Q2 2023 | Q3 2023 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Naviter Wealth, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Hidden Lake Asset Management LP | 1 | 1 | 22.12% | 25.24% | 28.36% | Q4 2020 | Q3 2021 | 2 |
Granby Capital Management, LLC | 1 | 1 | 0.04% | 10.15% | 20.27% | Q1 2021 | Q1 2023 | 2 |
Sunesis Advisors, LLC | 1 | 1 | 0.42% | 0.44% | 0.46% | Q1 2023 | Q3 2023 | 2 |
York Capital Management Global Advisors, LLC | 1 | 1 | 0.84% | 1.66% | 2.49% | Q2 2018 | Q3 2020 | 2 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.84% | 1.54% | 2.25% | Q2 2022 | Q2 2023 | 2 |
P&S Credit Management, L.P. | 1 | 1 | 1.73% | 2.51% | 3.28% | Q3 2023 | Q3 2023 | 2 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 2 |
Metavasi Capital LP | 1 | 1 | 6.39% | 7.13% | 7.87% | Q2 2022 | Q3 2023 | 2 |
First National Bank of South Miami | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
JHL Capital Group LLC | 2 | 2 | 7.19% | 12.80% | 18.40% | Q2 2018 | Q3 2018 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Wealth Alliance Advisory Group, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
J Arnold Wealth Management Co | 1 | 1 | 0.64% | 0.81% | 0.98% | Q1 2023 | Q3 2023 | 2 |
STERLING INVESTMENT MANAGEMENT, LLC | 2 | 2 | 1.03% | 1.19% | 1.35% | Q2 2018 | Q3 2018 | 2 |
SG Capital Management LLC | 1 | 1 | 2.26% | 2.57% | 2.87% | Q2 2020 | Q3 2021 | 2 |
Saba Capital Management, L.P. | 2 | 2 | 1.81% | 2.87% | 3.94% | Q3 2021 | Q4 2021 | 2 |
Gotham Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 2.28% | 2.39% | 2.50% | Q4 2021 | Q1 2022 | 2 |
Altman Advisors, Inc. | 2 | 2 | 0.24% | 0.24% | 0.24% | Q3 2018 | Q4 2018 | 2 |
Roberts Capital Advisors, LLC | 2 | 2 | 0.75% | 0.80% | 0.86% | Q4 2021 | Q1 2022 | 2 |
Strong Tower Advisory Services | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q4 2021 | 2 |
Route One Investment Company, L.P. | 2 | 2 | 6.77% | 6.81% | 6.85% | Q2 2023 | Q3 2023 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 0.16% | 0.31% | 0.46% | Q4 2021 | Q1 2022 | 2 |
Game Creek Capital, LP | 1 | 1 | 1.57% | 1.89% | 2.22% | Q3 2020 | Q3 2023 | 2 |
Endurant Capital Management LP | 1 | 1 | 1.18% | 1.24% | 1.31% | Q1 2019 | Q2 2022 | 2 |
Burns Matteson Capital Management, LLC | 2 | 2 | 0.16% | 0.19% | 0.23% | Q1 2023 | Q2 2023 | 2 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.14% | 3.01% | 5.87% | Q4 2021 | Q1 2022 | 2 |
Helen Stephens Group, LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q4 2022 | Q1 2023 | 2 |
Rinkey Investments | 1 | 1 | 0.08% | 0.12% | 0.15% | Q4 2021 | Q1 2023 | 2 |
THEORY FINANCIAL LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2021 | Q1 2022 | 2 |
MSD Partners, L.P. | 1 | 1 | 8.34% | 11.17% | 14.00% | Q3 2018 | Q1 2019 | 2 |
Ballast, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q1 2021 | 2 |
SWISS RE LTD | 2 | 2 | 15.48% | 18.74% | 21.99% | Q4 2018 | Q1 2019 | 2 |
VIRIDIAN RIA, LLC | 2 | 2 | 6.31% | 6.53% | 6.76% | Q4 2019 | Q1 2020 | 2 |
WEALTHFRONT Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Lyons Wealth Management, LLC. | 1 | 1 | 0.15% | 0.16% | 0.17% | Q2 2018 | Q2 2018 | 2 |
Kolinsky Wealth Management, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Wick Capital Partners, LLC | 2 | 2 | 0.15% | 0.18% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Evergreen Wealth Solutions, LLC | 2 | 2 | 0.33% | 0.33% | 0.34% | Q4 2021 | Q1 2022 | 2 |
Consilium Wealth Advisory, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Port Capital LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Shearwater Capital LLC | 2 | 2 | 0.18% | 0.19% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Wealth Management Solutions, LLC | 2 | 2 | 0.19% | 0.22% | 0.26% | Q1 2022 | Q2 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Parametrica Management Ltd | 2 | 2 | 3.99% | 4.53% | 5.06% | Q1 2020 | Q2 2020 | 2 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q2 2022 | 2 |
TLP GROUP LLC | 2 | 2 | 0.28% | 0.57% | 0.85% | Q2 2018 | Q3 2018 | 2 |
Dynasty Wealth Management, LLC | 2 | 2 | 0.31% | 0.39% | 0.46% | Q2 2018 | Q3 2018 | 2 |
Hudson Capital Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2020 | Q1 2021 | 2 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 0.20% | 0.22% | 0.23% | Q2 2021 | Q4 2021 | 2 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2022 | 2 |
Ovata Capital Management Ltd | 1 | 1 | 0.01% | 0.26% | 0.51% | Q3 2020 | Q4 2021 | 2 |
SCGE MANAGEMENT, L.P. | 2 | 2 | 1.40% | 1.71% | 2.01% | Q1 2022 | Q2 2022 | 2 |
Diametric Capital, LP | 2 | 2 | 0.98% | 1.28% | 1.58% | Q2 2019 | Q3 2019 | 2 |
Spearhead Capital Advisors, LLC | 2 | 2 | 0.09% | 0.86% | 1.64% | Q1 2022 | Q2 2022 | 2 |
AMS Capital Ltda | 1 | 1 | 5.58% | 7.71% | 9.84% | Q3 2020 | Q1 2023 | 2 |
Cardinal Point Wealth Management Partners, LLC | 2 | 2 | 1.10% | 1.14% | 1.19% | Q2 2022 | Q3 2022 | 2 |
Lloyd Park, LLC | 2 | 2 | 0.31% | 0.35% | 0.40% | Q2 2022 | Q3 2022 | 2 |
Prudence Investment Management (Hong Kong) Ltd. | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2022 | 2 |
Avoro Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 2 |
BBT Capital Management, LLC | 2 | 2 | 4.78% | 5.34% | 5.91% | Q2 2018 | Q3 2018 | 2 |
Geneva Partners, LLC | 1 | 1 | 0.11% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 2 |
Amia Capital LLP | 1 | 1 | 0.38% | 0.40% | 0.41% | Q2 2020 | Q2 2021 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Red Tortoise LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
New Harbor Financial Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2023 | Q3 2023 | 2 |
PARAGON FINANCIAL PARTNERS, INC. | 2 | 2 | 0.20% | 0.26% | 0.33% | Q4 2021 | Q1 2022 | 2 |
Life Planning Partners, Inc | 2 | 2 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q3 2022 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 2 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 0.28% | 0.87% | 1.46% | Q4 2021 | Q2 2023 | 2 |
Tamar Securities, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 2 |
Shamrock Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Azora Capital LP | 1 | 1 | 0.50% | 2.53% | 4.55% | Q3 2022 | Q3 2023 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 1.93% | 2.37% | 2.82% | Q4 2018 | Q1 2020 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q2 2018 | Q3 2018 | 2 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.11% | 0.19% | Q2 2023 | Q3 2023 | 2 |
LANSDOWNE PARTNERS (UK) LLP | 2 | 2 | 0.01% | 0.39% | 0.78% | Q2 2019 | Q3 2019 | 2 |
Regent Investment Management LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Lomas Capital Management, LLC | 1 | 1 | 2.40% | 2.45% | 2.50% | Q1 2019 | Q3 2019 | 2 |
Brown Shipley& Co Ltd | 2 | 2 | 0.24% | 0.29% | 0.33% | Q1 2023 | Q2 2023 | 2 |
Pachira Investments Inc. | 2 | 2 | 3.41% | 3.61% | 3.82% | Q2 2023 | Q3 2023 | 2 |
Mariner Wealth Advisors-Cincinnati, LLC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
True Capital Management | 2 | 2 | 4.85% | 5.02% | 5.19% | Q4 2022 | Q1 2023 | 2 |
MANOR ROAD CAPITAL PARTNERS, LLC | 1 | 1 | 8.70% | 10.24% | 11.77% | Q2 2019 | Q1 2020 | 2 |
Cannell & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Greenspring Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
LIGHT STREET CAPITAL MANAGEMENT, LLC | 2 | 2 | 13.11% | 14.28% | 15.46% | Q2 2020 | Q3 2020 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Lanham O'Dell & Company, Inc. | 2 | 2 | 0.59% | 0.76% | 0.92% | Q4 2021 | Q1 2022 | 2 |
Alpha Square Group S LLC | 2 | 2 | 0.29% | 0.42% | 0.54% | Q2 2023 | Q3 2023 | 2 |
CTC Alternative Strategies, Ltd. | 2 | 2 | 0.45% | 0.56% | 0.68% | Q2 2023 | Q3 2023 | 2 |
Ursa Fund Management, LLC | 1 | 1 | 0.20% | 14.51% | 28.83% | Q3 2020 | Q3 2022 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SUTTON PLACE INVESTORS LLC | 2 | 2 | 1.52% | 1.55% | 1.59% | Q1 2022 | Q2 2022 | 2 |
O'Brien Wealth Partners LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2022 | Q3 2022 | 2 |
Nishkama Capital, LLC | 2 | 2 | 1.10% | 2.23% | 3.36% | Q1 2023 | Q2 2023 | 2 |
Highland Financial Advisors, LLC | 2 | 2 | 0.23% | 0.25% | 0.26% | Q2 2022 | Q3 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.80% | 1.15% | 1.50% | Q4 2022 | Q1 2023 | 2 |
Sante Capital Fund, LP | 2 | 2 | 2.95% | 24.20% | 45.45% | Q2 2021 | Q3 2021 | 2 |
GFI Investment Counsel Ltd. | 1 | 1 | 0.16% | 0.27% | 0.38% | Q2 2022 | Q4 2022 | 2 |
Del-Sette Capital Management, LLC | 2 | 2 | 1.84% | 2.17% | 2.51% | Q2 2022 | Q3 2022 | 2 |
Dunhill Financial, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
WPWealth LLP | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.02% | 0.05% | Q2 2022 | Q3 2022 | 2 |
RBO & CO LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
JANA PARTNERS LLC | 2 | 2 | 0.28% | 0.99% | 1.70% | Q2 2018 | Q3 2018 | 2 |
RFP Financial Group LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Strategic Wealth Partners Group, LLC | 2 | 2 | 0.40% | 0.49% | 0.58% | Q4 2019 | Q1 2020 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.08% | 0.16% | 0.25% | Q4 2020 | Q1 2021 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.38% | 0.39% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Crescent Sterling, Ltd. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Bain Capital Public Equity, LP | 2 | 2 | 1.61% | 2.05% | 2.49% | Q1 2023 | Q2 2023 | 2 |
Nordwand Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.53% | 0.55% | 0.58% | Q4 2022 | Q1 2023 | 2 |
Seed Wealth Management, Inc. | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Rooted Wealth Advisors, Inc. | 1 | 1 | 0.14% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 2 |
WATERSHED PRIVATE WEALTH LLC | 2 | 2 | 1.68% | 1.71% | 1.74% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q1 2023 | 2 |
LEGACY FINANCIAL GROUP, INC. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Sonoma Private Wealth LLC | 1 | 1 | 0.73% | 0.86% | 0.98% | Q4 2022 | Q3 2023 | 2 |
Columbia Asset Management | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 1.41% | 1.58% | 1.75% | Q4 2022 | Q3 2023 | 2 |
Sparta 24 Ltd. | 2 | 2 | 7.30% | 10.70% | 14.10% | Q2 2023 | Q3 2023 | 2 |
Capital One Investing, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2019 | Q3 2019 | 2 |
25 LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 1.10% | 1.89% | 2.69% | Q2 2023 | Q3 2023 | 2 |
Ergawealth Advisors, Inc. | 2 | 2 | 0.22% | 0.28% | 0.35% | Q2 2023 | Q3 2023 | 2 |
Vawter Financial, Ltd. | 2 | 2 | 0.21% | 0.22% | 0.22% | Q1 2023 | Q2 2023 | 2 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.10% | 1.11% | 1.11% | Q2 2023 | Q3 2023 | 2 |
PCA Investment Advisory Services Inc. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
FISCHER INVESTMENT STRATEGIES, LLC | 2 | 2 | 4.82% | 4.91% | 4.99% | Q2 2023 | Q3 2023 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Electron Capital Partners, LLC | 1 | 1 | 0.74% | 1.18% | 1.64% | Q1 2023 | Q3 2023 | 2 |
Trivant Custom Portfolio Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.86% | 0.89% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
ELEVATUS WELATH MANAGEMENT | 2 | 2 | 0.23% | 0.43% | 0.63% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.98% | 1.67% | 2.36% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.76% | 0.79% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.29% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 2.54% | 2.56% | 2.58% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.40% | 0.83% | 1.27% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.46% | 0.49% | 0.52% | Q2 2023 | Q3 2023 | 2 |
SYKON CAPITAL LLC | 2 | 2 | 3.90% | 4.12% | 4.35% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Probity Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.09% | Q3 2021 | Q2 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 2.86% | 3.28% | 3.71% | Q3 2023 | Q4 2023 | 2 |
Deep Field Asset Management LLC | 1 | 1 | 6.99% | 8.07% | 9.15% | Q4 2019 | Q3 2020 | 2 |
LOWE BROCKENBROUGH & CO INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2018 | 2 |
EQUITEC PROPRIETARY MARKETS, LLC | 1 | 1 | 0.39% | 0.45% | 0.52% | Q4 2021 | Q4 2022 | 2 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q2 2023 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.01% | 0.17% | 0.32% | Q1 2020 | Q4 2020 | 2 |
KHP Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 1 | 1 | 1.30% | 1.54% | 1.78% | Q4 2022 | Q3 2023 | 2 |
EMINENCE CAPITAL, LP | 1 | 1 | 5.47% | 16.21% | 26.96% | Q4 2020 | Q2 2023 | 2 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 2 | 2 | 1.42% | 1.43% | 1.44% | Q2 2018 | Q3 2018 | 2 |
STRALEM & CO INC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2020 | Q2 2020 | 2 |
Chicago Wealth Management, Inc. | 2 | 2 | 3.60% | 3.66% | 3.72% | Q2 2023 | Q3 2023 | 2 |
KIRR MARBACH & CO LLC /IN/ | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
First Bancorp, Inc /ME/ | 2 | 2 | 0.23% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
BREMER TRUST NATIONAL ASSOCIATION | 2 | 2 | 0.07% | 0.25% | 0.43% | Q3 2018 | Q4 2018 | 2 |
Calixto Global Investors, LP | 2 | 2 | 0.02% | 1.37% | 2.72% | Q2 2018 | Q3 2018 | 2 |
VERNIER CAPITAL PARTNERS, LP | 1 | 1 | 5.73% | 7.14% | 8.54% | Q2 2018 | Q2 2019 | 2 |
ARISTEIA CAPITAL, L.L.C. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2019 | Q2 2019 | 2 |
BIRINYI ASSOCIATES INC | 1 | 1 | 0.17% | 0.25% | 0.33% | Q2 2022 | Q4 2022 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 2 | 6.72% | 9.39% | 12.06% | Q4 2018 | Q1 2019 | 2 |
Oak Grove Capital LLC | 1 | 1 | 0.11% | 0.24% | 0.37% | Q1 2022 | Q3 2023 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 2 |
Opera Trading Capital | 2 | 2 | 0.02% | 0.32% | 0.63% | Q2 2018 | Q3 2018 | 2 |
BBVA USA | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2021 | Q3 2021 | 2 |
Oribel Capital Management, LP | 1 | 1 | 0.03% | 5.18% | 10.32% | Q2 2018 | Q3 2023 | 2 |
First Fiduciary Investment Counsel, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q2 2021 | 2 |
&PARTNERS | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 2.68% | 3.57% | 4.47% | Q3 2018 | Q3 2022 | 2 |
GENDELL JEFFREY L | 1 | 1 | 0.54% | 1.96% | 3.38% | Q3 2021 | Q1 2022 | 2 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.14% | 0.27% | Q3 2022 | Q3 2023 | 2 |
Par Capital Management | 2 | 2 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Abacus Planning Group, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.16% | 0.29% | Q4 2021 | Q3 2023 | 2 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 0.83% | 1.81% | 2.79% | Q3 2018 | Q2 2022 | 2 |
CHILTON INVESTMENT CO INC. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Argent Wealth Management LLC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q2 2020 | 2 |
Violich Capital Management, Inc. | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Ferox Capital Management LP | 1 | 1 | 1.99% | 2.86% | 3.74% | Q1 2019 | Q3 2019 | 2 |
COHEN LAWRENCE B | 1 | 1 | 0.71% | 0.75% | 0.79% | Q4 2021 | Q4 2022 | 2 |
Connacht Asset Management LP | 2 | 2 | 11.90% | 12.62% | 13.35% | Q1 2023 | Q2 2023 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 0.09% | 0.19% | 0.28% | Q1 2020 | Q2 2020 | 2 |
Birch Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
VANGUARD GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Avalon Global Asset Management LLC | 1 | 1 | 21.31% | 39.41% | 57.52% | Q4 2019 | Q2 2022 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 2.65% | 2.95% | 3.25% | Q3 2021 | Q4 2021 | 2 |
1776 Wealth LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Avalon Trust Co | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Americana Partners, LLC | 1 | 1 | 0.18% | 0.21% | 0.25% | Q4 2019 | Q3 2023 | 2 |
Hills Bank & Trust Co | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 2 |
Mountain Lake Investment Management LLC | 2 | 2 | 10.06% | 14.84% | 19.62% | Q2 2023 | Q3 2023 | 2 |
Douglass Winthrop Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
HC Advisors, LLC | 2 | 2 | 0.67% | 1.21% | 1.74% | Q1 2020 | Q2 2020 | 2 |
Aevitas Wealth Management, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Parker Financial LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Candriam S.C.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Quinn Opportunity Partners LLC | 1 | 1 | 7.04% | 7.04% | 7.04% | Q1 2022 | Q1 2022 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Sawyer & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BOS Asset Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Vestcor Inc | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2023 | Q1 2023 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 2.69% | 2.69% | 2.69% | Q3 2023 | Q3 2023 | 1 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2020 | Q4 2020 | 1 |
Fithian, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2023 | Q1 2023 | 1 |
Potrero Capital Research LLC | 1 | 1 | 47.64% | 47.64% | 47.64% | Q4 2020 | Q4 2020 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Phraction Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
AAF Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q3 2021 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Francis Financial, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
UDINE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Rezny Wealth Management, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Huber Financial Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Stordahl Capital Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 10.26% | 10.26% | 10.26% | Q2 2023 | Q2 2023 | 1 |
Parkman Healthcare Partners LLC | 1 | 1 | 3.70% | 3.70% | 3.70% | Q1 2021 | Q1 2021 | 1 |
Grey Street Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Ibex Investors LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2020 | Q4 2020 | 1 |
Legacy CG, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
Alua Capital Management LP | 1 | 1 | 8.48% | 8.48% | 8.48% | Q3 2023 | Q3 2023 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Adams Wealth Management | 1 | 1 | 2.78% | 2.78% | 2.78% | Q4 2019 | Q4 2019 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2020 | Q1 2020 | 1 |
Tibra Equities Europe Ltd | 1 | 1 | 2.36% | 2.36% | 2.36% | Q4 2020 | Q4 2020 | 1 |
Strategic Family Wealth Counselors, L.L.C. | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2023 | Q3 2023 | 1 |
ISZO CAPITAL MANAGEMENT LP | 1 | 1 | 8.19% | 8.19% | 8.19% | Q1 2023 | Q1 2023 | 1 |
Peterson Financial Group, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Empire Financial Management Company, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
MRCap LP | 1 | 1 | 10.96% | 10.96% | 10.96% | Q1 2020 | Q1 2020 | 1 |
Aspen Wealth Strategies, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Voss Capital, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
BAMCO INC /NY/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
KEB ASSET MANAGEMENT, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
Divisadero Street Capital Management, LP | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2022 | Q3 2022 | 1 |
Polarity Investment Partners LP | 1 | 1 | 8.89% | 8.89% | 8.89% | Q1 2022 | Q1 2022 | 1 |
Lane Generational LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2022 | Q4 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bridgewealth Advisory Group, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q3 2023 | Q3 2023 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BML Capital Management, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
6 Meridian | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2018 | Q4 2018 | 1 |
Athanor Capital, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Family Investment Center, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
SADOFF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Fondren Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q2 2019 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
MEDICI CAPITAL LLC | 1 | 1 | 4.68% | 4.68% | 4.68% | Q1 2023 | Q1 2023 | 1 |
Andar Capital Management HK Ltd | 1 | 1 | 4.51% | 4.51% | 4.51% | Q3 2023 | Q3 2023 | 1 |
SPROTT INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Baymount Management LP | 1 | 1 | 14.11% | 14.11% | 14.11% | Q2 2023 | Q2 2023 | 1 |
GoalFusion Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 1.88% | 1.88% | 1.88% | Q3 2022 | Q3 2022 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
CORNERSTONE ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
Hiddenite Capital Partners LP | 1 | 1 | 6.74% | 6.74% | 6.74% | Q2 2023 | Q2 2023 | 1 |
Red Spruce Capital, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Rex Capital Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
JD CAPITAL MANAGEMENT LLC | 1 | 1 | 8.83% | 8.83% | 8.83% | Q3 2020 | Q3 2020 | 1 |
Hexavest Inc. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2018 | Q4 2018 | 1 |
OUTFITTER ADVISORS, LTD. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2018 | Q2 2018 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q3 2023 | Q3 2023 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Arrow Capital Management, LLC | 1 | 1 | 24.54% | 24.54% | 24.54% | Q4 2020 | Q4 2020 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Weil Company, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
SILVERARC CAPITAL MANAGEMENT, LLC | 1 | 1 | 14.02% | 14.02% | 14.02% | Q2 2022 | Q2 2022 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 2.63% | 2.63% | 2.63% | Q4 2022 | Q4 2022 | 1 |
KPP Advisory Services LLC | 1 | 1 | 5.96% | 5.96% | 5.96% | Q3 2023 | Q3 2023 | 1 |
New Republic Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Martin Capital Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
RPO LLC | 1 | 1 | 4.65% | 4.65% | 4.65% | Q3 2023 | Q3 2023 | 1 |
Prosperity Financial Group, Inc. | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2023 | Q3 2023 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Sequent Asset Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
Boulder Wealth Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Jetstream Capital LLC | 1 | 1 | 89.52% | 89.52% | 89.52% | Q2 2022 | Q2 2022 | 1 |
AT Bancorp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
EAGLE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Crestmont Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Constant Guidance Financial LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2023 | Q3 2023 | 1 |
GSG Advisors LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Sendero Wealth Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Elevation Capital Advisory, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 4.18% | 4.18% | 4.18% | Q3 2023 | Q3 2023 | 1 |
THORNBURG INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
United Community Bank | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
GUNN & Co INVESTMENT MANAGEMENT, INC. | 1 | 1 | 3.15% | 3.15% | 3.15% | Q3 2023 | Q3 2023 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2023 | Q3 2023 | 1 |
Prosperitas Financial LLC | 1 | 1 | 5.87% | 5.87% | 5.87% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2023 | Q3 2023 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2023 | Q2 2023 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Lutz Financial Services LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2020 | 1 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 12.33% | 12.33% | 12.33% | Q2 2022 | Q2 2022 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Cable Hill Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2020 | Q1 2020 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2020 | Q2 2020 | 1 |
Windsor Advisory Group, LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2018 | Q2 2018 | 1 |
MADISON INVESTMENT HOLDINGS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TRUST CO OF VIRGINIA /VA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
JBF Capital, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q2 2023 | 1 |
Gruss Capital Management LP | 1 | 1 | 15.59% | 15.59% | 15.59% | Q3 2018 | Q3 2018 | 1 |
Elm Ridge Management, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2022 | Q2 2022 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
ASTURIAS CAPITAL LLC | 1 | 1 | 3.48% | 3.48% | 3.48% | Q4 2019 | Q4 2019 | 1 |
TRUSTCO BANK CORP N Y | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Old Port Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 24.90% | 24.90% | 24.90% | Q2 2022 | Q2 2022 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Axel Capital Management, LLC | 1 | 1 | 23.08% | 23.08% | 23.08% | Q3 2022 | Q3 2022 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 3.14% | 3.14% | 3.14% | Q3 2023 | Q3 2023 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 2.70% | 2.70% | 2.70% | Q1 2023 | Q1 2023 | 1 |
Richard P Slaughter Associates Inc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2023 | Q2 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
MIK Capital, LP | 1 | 1 | 2.80% | 2.80% | 2.80% | Q3 2021 | Q3 2021 | 1 |
EASTERN BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMI INVESTMENT MANAGEMENT INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q4 2022 | 1 |
Myriad Asset Management US LP | 1 | 1 | 18.36% | 18.36% | 18.36% | Q3 2022 | Q3 2022 | 1 |
January Capital Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Miura Global Management | 1 | 1 | 38.30% | 38.30% | 38.30% | Q2 2023 | Q2 2023 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Everhart Financial Group, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Investure, LLC | 1 | 1 | 6.71% | 6.71% | 6.71% | Q4 2018 | Q4 2018 | 1 |
Yelin Lapidot Holdings Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Firsthand Capital Management, Inc. | 1 | 1 | 1.80% | 1.80% | 1.80% | Q1 2020 | Q1 2020 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Timelo Investment Management Inc. | 1 | 1 | 5.10% | 5.10% | 5.10% | Q2 2023 | Q2 2023 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Randolph Co Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
LYNCH & ASSOCIATES/IN | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2023 | Q4 2023 | 1 |
Impala Asset Management LLC | 1 | 1 | 7.00% | 7.00% | 7.00% | Q3 2020 | Q3 2020 | 1 |
VALENTINE VENTURES LLC | 1 | 1 | 8.56% | 8.56% | 8.56% | Q3 2019 | Q3 2019 | 1 |
Permian Investment Partners, LP | 1 | 1 | 12.17% | 12.17% | 12.17% | Q1 2023 | Q1 2023 | 1 |
INNEALTA CAPITAL, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Aquilo Capital Management, LLC | 1 | 1 | 29.26% | 29.26% | 29.26% | Q1 2023 | Q1 2023 | 1 |
JDC-JSC L.P. | 1 | 1 | 5.47% | 5.47% | 5.47% | Q1 2020 | Q1 2020 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Zions Bancorporation | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Pantheon Investment Group, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2019 | Q4 2019 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Compass Rose Asset Management, LP | 1 | 1 | 10.84% | 10.84% | 10.84% | Q2 2023 | Q2 2023 | 1 |
Elequin Capital, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Greenwich Investment Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CMT Capital Markets Trading GmbH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
Benchmark Wealth Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
Balter Liquid Alternatives, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2019 | Q1 2019 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q2 2018 | Q2 2018 | 1 |
Garda Capital Partners LP | 1 | 1 | 1.60% | 1.60% | 1.60% | Q2 2023 | Q2 2023 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
THREE BAYS CAPITAL LP | 1 | 1 | 14.08% | 14.08% | 14.08% | Q2 2018 | Q2 2018 | 1 |
HHLR ADVISORS, LTD. | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2022 | Q4 2022 | 1 |
MBL Wealth, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
ALTA CAPITAL MANAGEMENT LLC/ | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2020 | Q1 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Florence Capital Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
THOMAS WHITE INTERNATIONAL LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q4 2018 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 1.42% | 1.42% | 1.42% | Q2 2023 | Q2 2023 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2023 | Q2 2023 | 1 |
Napier Park Global Capital (US) LP | 1 | 1 | 6.46% | 6.46% | 6.46% | Q3 2021 | Q3 2021 | 1 |
NewGen Asset Management Ltd | 1 | 1 | 12.21% | 12.21% | 12.21% | Q2 2023 | Q2 2023 | 1 |
DF DENT & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
Sessa Capital IM, L.P. | 1 | 1 | 11.07% | 11.07% | 11.07% | Q1 2021 | Q1 2021 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
GUARDIAN POINT CAPITAL, LP | 1 | 1 | 22.74% | 22.74% | 22.74% | Q1 2020 | Q1 2020 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Chimera Capital Management LLC | 1 | 1 | 13.11% | 13.11% | 13.11% | Q2 2022 | Q2 2022 | 1 |
Cartenna Capital, LP | 1 | 1 | 2.75% | 2.75% | 2.75% | Q4 2022 | Q4 2022 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q2 2018 | Q2 2018 | 1 |
Union Square Park Capital Management, LLC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q1 2021 | Q1 2021 | 1 |
Camber Capital Management LP | 1 | 1 | 9.87% | 9.87% | 9.87% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 7.30% | 7.30% | 7.30% | Q2 2018 | Q2 2018 | 1 |
Ariose Capital Management Ltd | 1 | 1 | 17.94% | 17.94% | 17.94% | Q1 2020 | Q1 2020 | 1 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Eukles Asset Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 2.15% | 2.15% | 2.15% | Q1 2022 | Q1 2022 | 1 |
Hartree Partners, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2019 | Q4 2019 | 1 |
AdvicePeriod, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2021 | Q2 2021 | 1 |
Lodge Hill Capital, LLC | 1 | 1 | 7.71% | 7.71% | 7.71% | Q2 2020 | Q2 2020 | 1 |
CEDAR HILL ASSOCIATES, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Chandler Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Selway Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Rench Wealth Management, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2022 | Q4 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2020 | Q4 2020 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 7.90% | 7.90% | 7.90% | Q4 2018 | Q4 2018 | 1 |
HARRIS ASSOCIATES L P | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Hunter Perkins Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Tiger Pacific Capital LP | 1 | 1 | 25.88% | 25.88% | 25.88% | Q2 2022 | Q2 2022 | 1 |
Emerson Wealth, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Lantz Financial LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 4.01% | 4.01% | 4.01% | Q3 2019 | Q3 2019 | 1 |
EJF Capital LLC | 1 | 1 | 20.69% | 20.69% | 20.69% | Q3 2022 | Q3 2022 | 1 |
Collaborative Holdings Management LP | 1 | 1 | 52.85% | 52.85% | 52.85% | Q3 2023 | Q3 2023 | 1 |
SILVERBACK ASSET MANAGEMENT LLC | 1 | 1 | 15.78% | 15.78% | 15.78% | Q4 2019 | Q4 2019 | 1 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Key Square Capital Management LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q2 2022 | Q2 2022 | 1 |
Domani Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2022 | Q1 2022 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2020 | Q3 2020 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 1.31% | 1.31% | 1.31% | Q2 2020 | Q2 2020 | 1 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
CIM, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2018 | Q4 2018 | 1 |
Ilmarinen Mutual Pension Insurance Co | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2020 | Q2 2020 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Hunt Lane Capital LP | 1 | 1 | 33.09% | 33.09% | 33.09% | Q3 2020 | Q3 2020 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
Mosaic Advisors LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 1 | 1 | 9.82% | 9.82% | 9.82% | Q3 2022 | Q3 2022 | 1 |
Ziegler Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Advisor OS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2020 | Q2 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MUFG Bank, Ltd. | 1 | 1 | 15.61% | 15.61% | 15.61% | Q2 2020 | Q2 2020 | 1 |
Springhouse Capital Management, LP | 1 | 1 | 10.71% | 10.71% | 10.71% | Q1 2023 | Q1 2023 | 1 |
Appian Way Asset Management LP | 1 | 1 | 1.68% | 1.68% | 1.68% | Q2 2022 | Q2 2022 | 1 |
New World Advisors LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2021 | Q2 2021 | 1 |
Potomac Capital Management, Inc. | 1 | 1 | 2.62% | 2.62% | 2.62% | Q4 2021 | Q4 2021 | 1 |
Wedgewood Partners | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
Vision Capital Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q2 2023 | Q2 2023 | 1 |
Scion Asset Management | 1 | 1 | 42.54% | 42.54% | 42.54% | Q2 2023 | Q2 2023 | 1 |
Optas, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
ORACLE INVESTMENT MANAGEMENT INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2021 | Q3 2021 | 1 |
Maple Rock Capital Partners | 1 | 1 | 16.44% | 16.44% | 16.44% | Q1 2022 | Q1 2022 | 1 |
BENNICAS & ASSOCIATES, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Julex Capital Management, LLC | 1 | 1 | 7.61% | 7.61% | 7.61% | Q3 2019 | Q3 2019 | 1 |
Latimer Light Capital, L.P. | 1 | 1 | 6.69% | 6.69% | 6.69% | Q3 2018 | Q3 2018 | 1 |
Appaloosa LP | 1 | 1 | 16.66% | 16.66% | 16.66% | Q2 2019 | Q2 2019 | 1 |
MARATHON ASSET MANAGEMENT LP | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Suncoast Equity Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Atwater Malick LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2020 | Q2 2020 | 1 |
Artal Group S.A. | 1 | 1 | 13.88% | 13.88% | 13.88% | Q3 2020 | Q3 2020 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Select Asset Management & Trust | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
Bouvel Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Invenomic Capital Management LP | 1 | 1 | 8.22% | 8.22% | 8.22% | Q3 2020 | Q3 2020 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
Mount Lucas Management LP | 1 | 1 | 6.90% | 6.90% | 6.90% | Q1 2023 | Q1 2023 | 1 |
LVM CAPITAL MANAGEMENT LTD/MI | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Flat Footed LLC | 1 | 1 | 16.90% | 16.90% | 16.90% | Q3 2023 | Q3 2023 | 1 |
Avant Capital LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
JAT Capital Mgmt LP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2022 | Q2 2022 | 1 |
CORBYN INVESTMENT MANAGEMENT INC/MD | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Model Capital Management LLC | 1 | 1 | 7.94% | 7.94% | 7.94% | Q3 2020 | Q3 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Builders Union LLP | 1 | 1 | 56.17% | 56.17% | 56.17% | Q2 2021 | Q2 2021 | 1 |
Karpus Management, Inc. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2022 | Q3 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Tolleson Wealth Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Cormorant Asset Management, LP | 1 | 1 | 5.60% | 5.60% | 5.60% | Q4 2020 | Q4 2020 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Pinz Capital Management, LP | 1 | 1 | 3.73% | 3.73% | 3.73% | Q1 2020 | Q1 2020 | 1 |
Fort Baker Capital Management LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2021 | Q3 2021 | 1 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 1 | 1 | 12.27% | 12.27% | 12.27% | Q1 2020 | Q1 2020 | 1 |
Strata Wealth Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Pacer Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Mengis Capital Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
UNIQUE WEALTH, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
ZEVIN ASSET MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Cercano Management LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2023 | Q2 2023 | 1 |
Creative Capital Management Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Wallace Advisory Group, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Hexagon Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gibraltar Capital Management, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
AGF INVESTMENTS INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Ion Asset Management Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2019 | Q1 2019 | 1 |
Verum Partners LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Rothschild Capital Partners, LLC | 1 | 1 | 7.18% | 7.18% | 7.18% | Q2 2018 | Q2 2018 | 1 |
Fund 1 Investments, LLC | 1 | 1 | 7.43% | 7.43% | 7.43% | Q3 2023 | Q3 2023 | 1 |
Twenty Acre Capital LP | 1 | 1 | 1.84% | 1.84% | 1.84% | Q1 2022 | Q1 2022 | 1 |
Jafra Capital Management LP | 1 | 1 | 5.35% | 5.35% | 5.35% | Q2 2018 | Q2 2018 | 1 |
FORTE ASSET MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2021 | Q4 2021 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q4 2021 | Q4 2021 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 5.93% | 5.93% | 5.93% | Q2 2019 | Q2 2019 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Antonetti Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Apertura Capital, LLC | 1 | 1 | 2.49% | 2.49% | 2.49% | Q2 2018 | Q2 2018 | 1 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Carter Financial Group, INC. | 1 | 1 | 13.61% | 13.61% | 13.61% | Q1 2022 | Q1 2022 | 1 |
Aristotle Atlantic Partners, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
HM Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
BLOOM TREE PARTNERS, LLC | 1 | 1 | 11.45% | 11.45% | 11.45% | Q4 2020 | Q4 2020 | 1 |
Saudi Central Bank | 1 | 1 | 49.77% | 49.77% | 49.77% | Q1 2020 | Q1 2020 | 1 |
SMI Advisory Services, LLC | 1 | 1 | 3.35% | 3.35% | 3.35% | Q3 2023 | Q3 2023 | 1 |
Liquid Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Thinkbetter Group LLC | 1 | 1 | 39.57% | 39.57% | 39.57% | Q3 2021 | Q3 2021 | 1 |
AlphaCentric Advisors LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q1 2023 | Q1 2023 | 1 |
Performa Ltd (US), LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2022 | Q4 2022 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2021 | Q2 2021 | 1 |
Marketfield Asset Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Alpha Wave Global, LP | 1 | 1 | 7.97% | 7.97% | 7.97% | Q2 2018 | Q2 2018 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
TORQ CAPITAL MANAGEMENT (HK) Ltd | 1 | 1 | 7.96% | 7.96% | 7.96% | Q1 2022 | Q1 2022 | 1 |
BetterWealth, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Financial Futures Ltd Liability Co. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Tredje AP-fonden | 1 | 1 | 3.07% | 3.07% | 3.07% | Q2 2022 | Q2 2022 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Seven Post Investment Office LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Stratford Consulting, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q4 2023 | Q4 2023 | 1 |
William Allan Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PALLADIEM, LLC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q3 2023 | Q3 2023 | 1 |
Axiom Advisory, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
DRAVO BAY LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
LH Capital Markets, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Next Level Private LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Paradigm Capital Management, LLC/NV | 1 | 1 | 1.85% | 1.85% | 1.85% | Q4 2021 | Q4 2021 | 1 |
Noked Capital LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 1 | 1 | 8.74% | 8.74% | 8.74% | Q3 2023 | Q3 2023 | 1 |
Lattice Capital Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
AllGen Financial Advisors, Inc. | 1 | 1 | 3.50% | 3.50% | 3.50% | Q2 2023 | Q2 2023 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 8.46% | 8.46% | 8.46% | Q1 2023 | Q1 2023 | 1 |
Providence First Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Ascension Asset Management LLC | 1 | 1 | 4.59% | 4.59% | 4.59% | Q4 2020 | Q4 2020 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2022 | Q4 2022 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2019 | Q1 2019 | 1 |
Disciplined Equity Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Summit Rock Advisors, LP | 1 | 1 | 35.61% | 35.61% | 35.61% | Q2 2023 | Q2 2023 | 1 |
TFB Advisors LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2023 | Q2 2023 | 1 |
Blue Door Asset Management, LLC | 1 | 1 | 31.92% | 31.92% | 31.92% | Q2 2023 | Q2 2023 | 1 |
Stegent Equity Advisors, Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
TPB WEALTH ADVISORS | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2022 | Q4 2022 | 1 |
Corre Partners Management, LLC | 1 | 1 | 40.80% | 40.80% | 40.80% | Q3 2023 | Q3 2023 | 1 |
Cordant, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
VIAWEALTH, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Fairbanks Capital Management, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
BCR Wealth Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2018 | Q2 2018 | 1 |
Governors Lane LP | 1 | 1 | 5.74% | 5.74% | 5.74% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own INVESCO QQQ TR or have owned INVESCO QQQ TR in the past.