Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 22 | 22 | 0.00% | 0.00% | 0.05% | Q2 2018 | Q3 2023 | 55 |
Citadel Advisors | 22 | 22 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 54 |
Cutler Group LLC / CA | 18 | 3 | 0.00% | 0.01% | 0.14% | Q2 2018 | Q3 2023 | 50 |
CITIGROUP INC | 22 | 22 | 0.00% | 0.03% | 0.25% | Q2 2018 | Q3 2023 | 45 |
BARCLAYS PLC | 22 | 22 | 0.00% | 0.03% | 0.11% | Q2 2018 | Q3 2023 | 43 |
BANK OF AMERICA CORP /DE/ | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 38 |
UBS Group AG | 22 | 22 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 37 |
BlackRock Inc. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 37 |
GOLDMAN SACHS GROUP INC | 22 | 22 | 0.00% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 35 |
Parallax Volatility Advisers, L.P. | 9 | 1 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q3 2023 | 33 |
JANE STREET GROUP, LLC | 19 | 1 | 0.00% | 0.04% | 0.32% | Q3 2018 | Q3 2023 | 32 |
CREDIT SUISSE AG/ | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 32 |
BANK OF MONTREAL /CAN/ | 19 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 29 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2022 | 26 |
ROYAL BANK OF CANADA | 22 | 22 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 25 |
MILLENNIUM MANAGEMENT LLC | 14 | 7 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q3 2023 | 24 |
HAP Trading, LLC | 9 | 7 | 0.00% | 0.13% | 1.81% | Q4 2018 | Q1 2023 | 23 |
WELLS FARGO & COMPANY/MN | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 23 |
OPTIMUM INVESTMENT ADVISORS | 23 | 23 | 0.11% | 0.29% | 0.64% | Q2 2018 | Q4 2023 | 23 |
McIlrath & Eck, LLC | 22 | 22 | 0.01% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 22 |
SignalPoint Asset Management, LLC | 22 | 22 | 0.11% | 0.13% | 0.17% | Q2 2018 | Q3 2023 | 22 |
McAdam, LLC | 22 | 22 | 0.21% | 0.43% | 0.65% | Q2 2018 | Q3 2023 | 22 |
Ameritas Investment Partners, Inc. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
GUGGENHEIM CAPITAL LLC | 22 | 22 | 0.11% | 0.21% | 0.42% | Q2 2018 | Q3 2023 | 22 |
RAYMOND JAMES & ASSOCIATES | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Raymond James Financial Services Advisors, Inc. | 22 | 22 | 0.01% | 0.04% | 0.10% | Q2 2018 | Q3 2023 | 22 |
Mariner, LLC | 22 | 22 | 0.02% | 0.08% | 0.30% | Q2 2018 | Q3 2023 | 22 |
Bank of New York Mellon Corp | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
WELCH & FORBES LLC | 22 | 22 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 22 |
THRIVENT FINANCIAL FOR LUTHERANS | 22 | 22 | 0.01% | 0.09% | 0.29% | Q2 2018 | Q3 2023 | 22 |
Parallel Advisors, LLC | 22 | 22 | 0.01% | 0.03% | 0.10% | Q2 2018 | Q3 2023 | 22 |
HighTower Advisors, LLC | 22 | 22 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Dakota Wealth Management | 22 | 22 | 0.01% | 1.08% | 2.95% | Q2 2018 | Q3 2023 | 22 |
Hilltop Holdings Inc. | 22 | 22 | 0.04% | 0.22% | 0.54% | Q2 2018 | Q3 2023 | 22 |
AMERIPRISE FINANCIAL INC | 22 | 22 | 0.02% | 0.05% | 0.25% | Q2 2018 | Q3 2023 | 22 |
FIFTH THIRD BANCORP | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Baird Financial Group, Inc. | 22 | 22 | 0.01% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
D.A. DAVIDSON & CO. | 22 | 22 | 0.12% | 0.74% | 1.01% | Q2 2018 | Q3 2023 | 22 |
Front Row Advisors LLC | 22 | 22 | 0.02% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.08% | Q1 2016 | Q3 2023 | 22 |
Stelac Advisory Services LLC | 22 | 22 | 0.24% | 1.19% | 3.74% | Q2 2018 | Q3 2023 | 22 |
COMMONWEALTH EQUITY SERVICES, LLC | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 22 | 22 | 0.05% | 0.22% | 0.37% | Q2 2018 | Q3 2023 | 22 |
Garner Asset Management Corp | 22 | 22 | 0.15% | 0.57% | 1.40% | Q2 2018 | Q3 2023 | 22 |
Centiva Capital, LP | 14 | 1 | 0.18% | 1.29% | 6.93% | Q1 2019 | Q3 2023 | 22 |
FIRST TRUST ADVISORS LP | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
FRANKLIN RESOURCES INC | 22 | 22 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
US BANCORP \DE\ | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 22 | 22 | 0.02% | 0.12% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Forefront Analytics, LLC | 22 | 22 | 0.59% | 1.12% | 1.70% | Q2 2018 | Q3 2023 | 22 |
CULLEN/FROST BANKERS, INC. | 22 | 22 | 0.01% | 0.04% | 0.06% | Q2 2018 | Q3 2023 | 22 |
AlphaMark Advisors, LLC | 22 | 22 | 0.00% | 0.06% | 0.28% | Q2 2018 | Q3 2023 | 22 |
Overbrook Management Corp | 22 | 22 | 0.09% | 0.25% | 0.50% | Q2 2018 | Q3 2023 | 22 |
ENVESTNET ASSET MANAGEMENT INC | 22 | 22 | 0.02% | 0.10% | 0.23% | Q2 2018 | Q3 2023 | 22 |
INTRUST BANK NA | 22 | 22 | 0.10% | 0.13% | 0.17% | Q2 2018 | Q3 2023 | 22 |
STIFEL FINANCIAL CORP | 22 | 22 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
UMB Bank, n.a. | 22 | 22 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 22 |
GRIMES & COMPANY, INC. | 22 | 22 | 0.04% | 1.46% | 6.59% | Q2 2018 | Q3 2023 | 22 |
BNP PARIBAS FINANCIAL MARKETS | 17 | 17 | 0.01% | 0.11% | 0.28% | Q3 2019 | Q3 2023 | 22 |
Cetera Advisor Networks LLC | 22 | 22 | 0.01% | 0.04% | 0.16% | Q2 2018 | Q3 2023 | 22 |
DEUTSCHE BANK AG\ | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Perkins Coie Trust Co | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 22 |
B. Riley Wealth Advisors, Inc. | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Hillsdale Investment Management Inc. | 22 | 22 | 0.02% | 0.06% | 0.36% | Q2 2018 | Q3 2023 | 22 |
LPL Financial LLC | 22 | 22 | 0.02% | 0.04% | 0.12% | Q2 2018 | Q3 2023 | 22 |
Roundview Capital LLC | 22 | 22 | 0.22% | 0.38% | 0.57% | Q2 2018 | Q3 2023 | 22 |
Perennial Advisors, LLC | 22 | 22 | 0.54% | 0.87% | 1.69% | Q2 2018 | Q3 2023 | 22 |
ASSETMARK, INC | 22 | 22 | 0.00% | 0.02% | 0.42% | Q2 2018 | Q3 2023 | 22 |
PRUDENTIAL PLC | 22 | 22 | 0.00% | 0.54% | 2.42% | Q2 2018 | Q3 2023 | 22 |
DAVENPORT & Co LLC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Invesco Ltd. | 22 | 22 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
PNC FINANCIAL SERVICES GROUP, INC. | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
Janney Montgomery Scott LLC | 22 | 22 | 0.01% | 0.01% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Cetera Investment Advisers | 22 | 22 | 0.01% | 0.20% | 0.55% | Q2 2018 | Q3 2023 | 22 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 22 | 22 | 0.00% | 0.03% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Wealthcare Advisory Partners LLC | 22 | 22 | 0.24% | 0.41% | 0.59% | Q2 2018 | Q3 2023 | 22 |
JPMORGAN CHASE & CO | 22 | 22 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 22 |
WELLINGTON MANAGEMENT GROUP LLP | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
NewEdge Advisors, LLC | 22 | 22 | 0.00% | 0.07% | 0.25% | Q2 2018 | Q3 2023 | 22 |
SEI INVESTMENTS CO | 22 | 22 | 0.10% | 0.14% | 0.18% | Q2 2018 | Q3 2023 | 22 |
Prospera Financial Services Inc | 22 | 22 | 0.05% | 0.26% | 1.24% | Q2 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 22 | 22 | 0.05% | 0.17% | 0.55% | Q2 2018 | Q3 2023 | 22 |
WHITTIER TRUST CO | 22 | 22 | 0.00% | 0.00% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Destination Wealth Management | 22 | 22 | 0.08% | 0.12% | 0.22% | Q2 2018 | Q3 2023 | 22 |
Mutual Advisors, LLC | 22 | 22 | 0.02% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
MORGAN STANLEY | 22 | 22 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 22 |
MML INVESTORS SERVICES, LLC | 22 | 22 | 0.03% | 0.06% | 0.15% | Q2 2018 | Q3 2023 | 22 |
Fernwood Investment Management, LLC | 22 | 22 | 0.14% | 0.29% | 0.66% | Q2 2018 | Q3 2023 | 22 |
Cambridge Investment Research Advisors, Inc. | 22 | 22 | 0.01% | 0.03% | 0.11% | Q2 2018 | Q3 2023 | 22 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 22 |
IMA Wealth, Inc. | 22 | 22 | 0.14% | 1.63% | 3.08% | Q2 2018 | Q3 2023 | 22 |
WEDBUSH SECURITIES INC | 22 | 22 | 0.04% | 0.11% | 0.16% | Q2 2018 | Q3 2023 | 22 |
Geneos Wealth Management Inc. | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Blue Fin Capital, Inc. | 22 | 22 | 0.68% | 1.01% | 1.41% | Q2 2018 | Q3 2023 | 22 |
Charles Schwab Investment Advisory, Inc. | 22 | 22 | 0.12% | 0.23% | 0.60% | Q2 2018 | Q3 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 22 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 22 | 22 | 0.03% | 0.06% | 0.17% | Q2 2018 | Q3 2023 | 22 |
COMMERCE BANK | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Global Retirement Partners, LLC | 14 | 7 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 21 |
Pacific Center for Financial Services | 18 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 21 |
Kingsview Wealth Management, LLC | 15 | 6 | 0.02% | 0.30% | 1.11% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.05% | 0.14% | Q3 2018 | Q3 2023 | 21 |
WEBSTER BANK, N. A. | 21 | 21 | 0.00% | 0.06% | 0.16% | Q3 2018 | Q3 2023 | 21 |
First Horizon Advisors, Inc. | 15 | 6 | 0.00% | 0.01% | 0.12% | Q2 2018 | Q3 2023 | 21 |
APPLETON PARTNERS INC/MA | 21 | 21 | 0.06% | 0.16% | 0.26% | Q4 2018 | Q4 2023 | 21 |
FIFTH THIRD SECURITIES, INC. | 15 | 6 | 0.52% | 2.45% | 6.86% | Q2 2018 | Q3 2023 | 21 |
Man Group plc | 14 | 7 | 0.00% | 0.10% | 0.34% | Q2 2018 | Q3 2023 | 21 |
PFS INVESTMENTS INC. | 21 | 21 | 0.05% | 0.18% | 0.50% | Q2 2018 | Q2 2023 | 21 |
FC Advisory LLC | 21 | 21 | 0.13% | 0.29% | 0.64% | Q4 2018 | Q4 2023 | 21 |
CWM, LLC | 13 | 8 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 21 |
HUNTINGTON NATIONAL BANK | 13 | 8 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 21 |
Integrated Wealth Concepts LLC | 20 | 1 | 0.02% | 0.29% | 0.87% | Q2 2018 | Q3 2023 | 21 |
FMR LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
Private Advisor Group, LLC | 19 | 2 | 0.00% | 0.04% | 0.14% | Q2 2018 | Q3 2023 | 21 |
NWAM LLC | 19 | 2 | 0.03% | 0.12% | 0.26% | Q2 2018 | Q3 2023 | 21 |
SYNOVUS FINANCIAL CORP | 12 | 9 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 21 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 21 | 21 | 0.27% | 0.79% | 3.50% | Q3 2018 | Q3 2023 | 21 |
AE Wealth Management LLC | 11 | 10 | 0.00% | 0.09% | 0.78% | Q2 2018 | Q3 2023 | 21 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.47% | 1.14% | 2.11% | Q4 2018 | Q3 2023 | 20 |
PineBridge Investments, L.P. | 20 | 20 | 0.22% | 0.59% | 1.34% | Q2 2018 | Q1 2023 | 20 |
Belpointe Asset Management LLC | 16 | 1 | 0.02% | 0.16% | 0.28% | Q2 2018 | Q3 2023 | 20 |
MASSMUTUAL TRUST CO FSB/ADV | 19 | 1 | 0.00% | 0.17% | 0.55% | Q2 2018 | Q2 2023 | 20 |
BLAIR WILLIAM & CO/IL | 20 | 20 | 0.00% | 0.00% | 0.08% | Q4 2018 | Q3 2023 | 20 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.30% | 0.60% | 1.19% | Q4 2018 | Q3 2023 | 20 |
NATIXIS | 16 | 4 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.01% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Horan Securities, Inc. | 13 | 7 | 0.03% | 0.25% | 0.53% | Q2 2018 | Q2 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.01% | 0.04% | 0.15% | Q4 2018 | Q3 2023 | 20 |
Pinnacle Bancorp, Inc. | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
OLD SECOND NATIONAL BANK OF AURORA | 19 | 19 | 0.00% | 0.71% | 4.84% | Q1 2019 | Q3 2023 | 19 |
Valmark Advisers, Inc. | 19 | 19 | 0.03% | 0.06% | 0.11% | Q2 2018 | Q4 2022 | 19 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 18 | 1 | 0.05% | 0.10% | 0.39% | Q3 2018 | Q3 2023 | 19 |
BANK HAPOALIM BM | 16 | 16 | 0.02% | 0.10% | 0.20% | Q2 2018 | Q1 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.03% | 0.22% | 0.77% | Q1 2019 | Q3 2023 | 19 |
Sowell Financial Services LLC | 10 | 4 | 0.00% | 0.04% | 0.20% | Q2 2018 | Q3 2023 | 19 |
Neuberger Berman Group LLC | 19 | 19 | 0.01% | 0.06% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 14 | 5 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2022 | 19 |
Anchor Investment Management, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2020 | 19 |
PARK AVENUE SECURITIES LLC | 18 | 18 | 0.02% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 18 |
Nikulski Financial, Inc. | 11 | 7 | 0.11% | 0.44% | 0.57% | Q2 2018 | Q3 2023 | 18 |
Financial Enhancement Group LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2022 | 18 |
HANCOCK WHITNEY CORP | 7 | 1 | 0.01% | 0.06% | 0.18% | Q2 2018 | Q3 2023 | 18 |
Creative Planning | 10 | 8 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 18 |
Renaissance Technologies | 8 | 2 | 0.00% | 0.01% | 0.05% | Q2 2018 | Q3 2023 | 18 |
LORD, ABBETT & CO. LLC | 11 | 2 | 0.00% | 0.20% | 0.46% | Q2 2018 | Q3 2023 | 18 |
MUFG Americas Holdings Corp | 18 | 18 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2022 | 18 |
JNBA Financial Advisors | 18 | 18 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q1 2023 | 18 |
Semmax Financial Advisors Inc. | 17 | 1 | 0.00% | 0.01% | 0.11% | Q4 2018 | Q3 2023 | 18 |
Miracle Mile Advisors, LLC | 15 | 3 | 0.14% | 1.66% | 2.59% | Q2 2018 | Q3 2023 | 18 |
Round Table Services, LLC | 18 | 18 | 0.37% | 0.76% | 1.41% | Q2 2018 | Q3 2022 | 18 |
American Portfolios Advisors | 18 | 18 | 0.02% | 0.09% | 0.27% | Q2 2018 | Q3 2022 | 18 |
AdvisorNet Financial, Inc | 15 | 3 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 18 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 18 | 18 | 0.11% | 0.18% | 0.28% | Q2 2019 | Q3 2023 | 18 |
Advisors Asset Management, Inc. | 10 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 12 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2022 | 18 |
FEDERATED HERMES, INC. | 16 | 2 | 0.00% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 18 |
Bain Capital Credit, LP | 8 | 1 | 0.64% | 17.06% | 71.10% | Q2 2018 | Q3 2023 | 18 |
NEW ENGLAND ASSET MANAGEMENT INC | 17 | 17 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2022 | 17 |
Mount Lucas Management LP | 7 | 2 | 0.15% | 1.12% | 1.70% | Q2 2018 | Q3 2023 | 17 |
Western Asset Management Company, LLC | 16 | 1 | 0.02% | 7.37% | 38.50% | Q2 2018 | Q2 2023 | 17 |
Advisory Alpha, LLC | 11 | 6 | 0.06% | 1.50% | 2.71% | Q1 2019 | Q3 2023 | 17 |
DELPHI FINANCIAL GROUP, INC. | 17 | 17 | 0.79% | 3.10% | 12.20% | Q2 2018 | Q2 2022 | 17 |
Morningstar Investment Services LLC | 17 | 17 | 0.01% | 0.32% | 0.61% | Q2 2018 | Q2 2022 | 17 |
Koshinski Asset Management, Inc. | 12 | 5 | 0.04% | 0.09% | 0.24% | Q2 2018 | Q3 2022 | 17 |
Bangor Savings Bank | 10 | 7 | 0.04% | 0.94% | 2.84% | Q2 2018 | Q3 2023 | 17 |
Jacobi Capital Management LLC | 16 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2023 | 17 |
MCF Advisors LLC | 11 | 6 | 0.00% | 0.15% | 0.76% | Q1 2019 | Q2 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.68% | 0.96% | 1.38% | Q3 2019 | Q3 2023 | 17 |
GILL CAPITAL PARTNERS, LLC | 16 | 1 | 0.29% | 0.45% | 0.88% | Q4 2018 | Q4 2023 | 17 |
Verition Fund Management LLC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.28% | 0.60% | 1.18% | Q3 2019 | Q3 2023 | 17 |
CIBC Private Wealth Group, LLC | 12 | 5 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 17 |
Brinker Capital Investments, LLC | 17 | 17 | 0.01% | 0.51% | 1.45% | Q2 2018 | Q2 2022 | 17 |
Virtue Capital Management, LLC | 7 | 5 | 0.03% | 0.56% | 1.49% | Q3 2018 | Q3 2023 | 17 |
HBK Sorce Advisory LLC | 17 | 17 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q4 2022 | 17 |
United Asset Strategies, Inc. | 17 | 17 | 0.06% | 0.28% | 0.48% | Q3 2019 | Q3 2023 | 17 |
M&T BANK CORP | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 17 |
IndexIQ Advisors LLC | 16 | 16 | 1.65% | 2.92% | 5.83% | Q2 2018 | Q1 2022 | 16 |
Mitsubishi UFJ Asset Management Co., Ltd. | 12 | 4 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 16 |
Ausdal Financial Partners, Inc. | 16 | 16 | 0.10% | 0.32% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Polaris Wealth Advisory Group, LLC | 9 | 1 | 0.00% | 2.24% | 4.23% | Q3 2018 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 0.15% | 0.34% | 0.56% | Q4 2019 | Q3 2023 | 16 |
RIVERSEDGE ADVISORS, LLC | 16 | 16 | 0.18% | 0.24% | 0.29% | Q2 2019 | Q1 2023 | 16 |
AEGON USA Investment Management, LLC | 12 | 1 | 0.21% | 0.87% | 2.45% | Q2 2018 | Q2 2023 | 16 |
NAPLES GLOBAL ADVISORS, LLC | 16 | 16 | 0.05% | 0.09% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Cumberland Partners Ltd | 11 | 5 | 0.04% | 0.10% | 0.34% | Q3 2018 | Q3 2023 | 16 |
Insight Wealth Strategies, LLC | 5 | 3 | 0.04% | 0.43% | 0.73% | Q4 2018 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.02% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Patriot Financial Group Insurance Agency, LLC | 16 | 16 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q2 2022 | 16 |
Cordatus Wealth Management LLC | 7 | 1 | 0.08% | 1.15% | 3.54% | Q4 2018 | Q3 2023 | 16 |
NOMURA HOLDINGS INC | 6 | 1 | 0.01% | 0.10% | 0.39% | Q4 2018 | Q3 2023 | 16 |
COMERICA BANK | 8 | 1 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2023 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 6 | 0.00% | 0.07% | 0.37% | Q2 2018 | Q1 2023 | 16 |
WESBANCO BANK INC | 11 | 5 | 0.01% | 0.03% | 0.18% | Q3 2019 | Q3 2023 | 16 |
Mirae Asset Global Investments Co., Ltd. | 7 | 2 | 0.00% | 0.03% | 0.14% | Q2 2018 | Q3 2023 | 16 |
KINGS POINT CAPITAL MANAGEMENT | 16 | 16 | 0.09% | 0.20% | 0.37% | Q2 2018 | Q1 2022 | 16 |
Florin Court Capital LLP | 6 | 2 | 1.57% | 4.63% | 11.44% | Q2 2018 | Q3 2023 | 16 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 15 |
PRICE T ROWE ASSOCIATES INC /MD/ | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 15 |
Donoghue Forlines LLC | 7 | 2 | 0.28% | 1.73% | 7.07% | Q2 2018 | Q3 2023 | 15 |
BARINGS LLC | 15 | 15 | 0.02% | 0.49% | 1.32% | Q4 2018 | Q2 2022 | 15 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q3 2023 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 0.93% | 1.21% | 1.66% | Q4 2019 | Q3 2023 | 15 |
FIL Ltd | 15 | 15 | 0.05% | 0.11% | 0.19% | Q2 2018 | Q4 2021 | 15 |
Verdence Capital Advisors LLC | 15 | 15 | 0.02% | 0.07% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Pinion Investment Advisors, LLC | 15 | 15 | 0.56% | 0.89% | 1.19% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MD Financial Management Inc. | 15 | 15 | 1.84% | 3.88% | 7.41% | Q2 2018 | Q4 2021 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 1 | 0.00% | 0.50% | 1.49% | Q2 2018 | Q3 2023 | 15 |
Muzinich & Co., Inc. | 8 | 6 | 0.14% | 0.98% | 1.99% | Q2 2018 | Q1 2022 | 14 |
First National Bank of South Miami | 8 | 6 | 0.06% | 0.12% | 0.18% | Q4 2018 | Q1 2023 | 14 |
Angeles Investment Advisors, LLC | 13 | 1 | 0.07% | 1.54% | 5.53% | Q4 2018 | Q3 2023 | 14 |
Allworth Financial LP | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
COMERICA SECURITIES,INC. | 9 | 2 | 0.02% | 0.07% | 0.22% | Q1 2019 | Q3 2023 | 14 |
Oakworth Capital, Inc. | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Snowden Capital Advisors LLC | 13 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q4 2021 | 14 |
MEITAV INVESTMENT HOUSE LTD | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2020 | Q3 2023 | 14 |
Westside Investment Management, Inc. | 11 | 1 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 14 |
NEXT Financial Group, Inc | 14 | 14 | 0.01% | 0.04% | 0.09% | Q3 2018 | Q4 2021 | 14 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.01% | 0.03% | 0.09% | Q2 2018 | Q2 2023 | 14 |
SG3 Management, LLC | 8 | 8 | 0.00% | 0.04% | 0.14% | Q1 2020 | Q4 2021 | 14 |
Ironwood Wealth Management, LLC. | 14 | 14 | 0.02% | 0.05% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Calamos Advisors LLC | 9 | 5 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 14 |
LOOMIS SAYLES & CO L P | 13 | 1 | 0.01% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 14 |
COLONY GROUP LLC | 8 | 6 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q4 2022 | 14 |
OLD MISSION CAPITAL LLC | 9 | 1 | 0.02% | 0.31% | 1.62% | Q2 2018 | Q1 2023 | 14 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 7 | 6 | 0.01% | 1.63% | 6.04% | Q2 2018 | Q1 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.05% | 0.13% | Q3 2020 | Q3 2023 | 13 |
NewSquare Capital LLC | 7 | 6 | 0.00% | 0.17% | 0.50% | Q4 2018 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.25% | 0.33% | 0.41% | Q3 2020 | Q3 2023 | 13 |
First City Capital Management, Inc. | 13 | 13 | 0.08% | 0.46% | 0.66% | Q3 2020 | Q3 2023 | 13 |
Hexavest Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2021 | 13 |
State of Tennessee, Treasury Department | 9 | 2 | 0.00% | 0.18% | 0.53% | Q2 2018 | Q3 2023 | 13 |
Ahrens Investment Partners LLC | 9 | 1 | 0.01% | 0.16% | 0.34% | Q2 2018 | Q1 2023 | 13 |
Elmwood Wealth Management, Inc. | 6 | 2 | 0.00% | 0.10% | 0.56% | Q2 2018 | Q4 2022 | 13 |
Main Management LLC | 11 | 2 | 0.04% | 0.80% | 1.94% | Q2 2018 | Q1 2023 | 13 |
M Holdings Securities, Inc. | 7 | 6 | 0.18% | 0.90% | 1.30% | Q4 2019 | Q2 2023 | 13 |
TOMPKINS FINANCIAL CORP | 12 | 1 | 0.01% | 0.11% | 0.17% | Q2 2018 | Q3 2021 | 13 |
ADELL HARRIMAN & CARPENTER INC | 13 | 13 | 0.13% | 0.43% | 1.02% | Q3 2020 | Q3 2023 | 13 |
Paradigm Financial Partners, LLC | 13 | 13 | 0.19% | 0.27% | 0.43% | Q1 2020 | Q1 2023 | 13 |
Nan Shan Life Insurance Co., Ltd. | 13 | 13 | 1.28% | 2.31% | 3.52% | Q2 2018 | Q2 2021 | 13 |
DIMENSION CAPITAL MANAGEMENT LLC | 11 | 2 | 0.10% | 0.12% | 0.16% | Q2 2020 | Q3 2023 | 13 |
SIGNATUREFD, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 13 |
HoyleCohen, LLC | 13 | 13 | 0.04% | 0.12% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.25% | 1.05% | Q4 2019 | Q3 2023 | 12 |
Anfield Capital Management, LLC | 12 | 12 | 0.14% | 0.39% | 0.68% | Q4 2019 | Q3 2022 | 12 |
CALTON & ASSOCIATES, INC. | 10 | 2 | 0.05% | 0.10% | 0.16% | Q3 2019 | Q2 2023 | 12 |
Lido Advisors, LLC | 6 | 1 | 0.00% | 0.04% | 0.06% | Q2 2018 | Q1 2023 | 12 |
EATON VANCE MANAGEMENT | 12 | 12 | 0.00% | 0.02% | 0.10% | Q2 2019 | Q1 2022 | 12 |
Csenge Advisory Group | 10 | 2 | 0.02% | 0.17% | 0.34% | Q2 2018 | Q3 2023 | 12 |
THORNBURG INVESTMENT MANAGEMENT INC | 10 | 2 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q4 2022 | 12 |
NorthCoast Asset Management LLC | 12 | 12 | 0.08% | 0.43% | 1.04% | Q4 2018 | Q3 2021 | 12 |
QS Investors, LLC | 12 | 12 | 0.00% | 0.07% | 0.19% | Q2 2018 | Q1 2021 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Advisory Group, Inc. | 12 | 12 | 0.06% | 0.08% | 0.10% | Q2 2018 | Q1 2021 | 12 |
Nuveen Asset Management, LLC | 7 | 2 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 12 |
MATRIX PRIVATE CAPITAL GROUP LLC | 12 | 12 | 0.34% | 1.39% | 2.68% | Q4 2020 | Q3 2023 | 12 |
Orion Portfolio Solutions, LLC | 11 | 1 | 0.00% | 0.11% | 0.24% | Q4 2019 | Q3 2023 | 12 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 9 | 1 | 0.41% | 0.47% | 0.52% | Q2 2019 | Q3 2023 | 12 |
Windham Capital Management, LLC | 8 | 2 | 0.11% | 0.97% | 4.50% | Q2 2018 | Q1 2023 | 12 |
StrategIQ Financial Group, LLC | 10 | 1 | 0.06% | 0.41% | 0.64% | Q4 2018 | Q3 2023 | 12 |
Stratos Wealth Partners, LTD. | 8 | 2 | 0.01% | 0.09% | 0.40% | Q2 2018 | Q3 2023 | 12 |
QUATTRO FINANCIAL ADVISORS LLC | 12 | 12 | 0.07% | 0.30% | 0.83% | Q3 2018 | Q2 2021 | 12 |
BESSEMER GROUP INC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2018 | Q2 2023 | 12 |
Crabel Capital Management, LLC | 6 | 2 | 0.55% | 1.21% | 3.40% | Q2 2018 | Q3 2023 | 12 |
Financial Advocates Investment Management | 12 | 12 | 0.02% | 0.09% | 0.20% | Q2 2018 | Q1 2021 | 12 |
Riggs Asset Managment Co. Inc. | 11 | 11 | 1.04% | 1.73% | 2.12% | Q1 2021 | Q3 2023 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.02% | 0.12% | 0.20% | Q1 2021 | Q3 2023 | 11 |
West Coast Financial LLC | 11 | 11 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q3 2023 | 11 |
ENTERPRISE FINANCIAL SERVICES CORP | 11 | 11 | 0.01% | 0.04% | 0.11% | Q1 2019 | Q3 2021 | 11 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 11 | 0.33% | 0.41% | 0.47% | Q1 2021 | Q3 2023 | 11 |
Paradigm Financial Advisors, LLC | 11 | 11 | 0.07% | 0.16% | 0.20% | Q2 2018 | Q4 2020 | 11 |
Burt Wealth Advisors | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 11 |
HORIZON FINANCIAL SERVICES, LLC | 11 | 11 | 0.00% | 3.41% | 4.60% | Q1 2021 | Q3 2023 | 11 |
HOLLENCREST CAPITAL MANAGEMENT | 7 | 4 | 0.01% | 0.04% | 0.14% | Q2 2018 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.22% | 0.25% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Pekin Hardy Strauss, Inc. | 9 | 9 | 0.00% | 0.14% | 0.45% | Q2 2018 | Q2 2020 | 11 |
Bison Wealth, LLC | 7 | 4 | 0.07% | 0.14% | 0.29% | Q2 2018 | Q3 2021 | 11 |
HCR Wealth Advisors | 11 | 11 | 0.59% | 2.00% | 2.88% | Q1 2021 | Q3 2023 | 11 |
KCS Wealth Advisory | 7 | 4 | 0.16% | 0.30% | 0.63% | Q2 2019 | Q1 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.05% | 0.13% | Q1 2021 | Q3 2023 | 11 |
OPPENHEIMER & CO INC | 6 | 5 | 0.01% | 0.04% | 0.20% | Q2 2018 | Q3 2023 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q4 2020 | 11 |
Hirtle Callaghan & Co LLC | 11 | 11 | 0.03% | 0.08% | 0.14% | Q2 2018 | Q4 2020 | 11 |
SCS Capital Management LLC | 11 | 11 | 0.14% | 1.33% | 3.34% | Q1 2021 | Q3 2023 | 11 |
SUMITOMO LIFE INSURANCE CO | 8 | 3 | 1.16% | 2.00% | 4.30% | Q3 2020 | Q3 2023 | 11 |
AlphaStar Capital Management, LLC | 9 | 2 | 0.06% | 0.28% | 0.91% | Q2 2018 | Q2 2022 | 11 |
REGIONS FINANCIAL CORP | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2021 | 11 |
Biltmore Capital Advisors LLC | 7 | 4 | 0.04% | 0.42% | 1.37% | Q1 2019 | Q4 2021 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 11 | 11 | 0.09% | 0.15% | 0.25% | Q2 2018 | Q4 2020 | 11 |
PRUDENTIAL FINANCIAL INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Moors & Cabot, Inc. | 11 | 11 | 0.03% | 0.04% | 0.04% | Q3 2020 | Q1 2023 | 11 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 10 | 1 | 0.01% | 0.65% | 1.40% | Q2 2018 | Q3 2023 | 11 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
PANAGORA ASSET MANAGEMENT INC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 10 |
VisionPoint Advisory Group, LLC | 8 | 2 | 0.08% | 0.44% | 0.88% | Q3 2020 | Q3 2023 | 10 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 7 | 1 | 0.10% | 0.23% | 0.36% | Q3 2018 | Q4 2021 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.06% | 0.24% | Q1 2021 | Q3 2023 | 10 |
Continuum Advisory, LLC | 7 | 3 | 0.05% | 0.20% | 0.43% | Q2 2018 | Q4 2022 | 10 |
MISSION WEALTH MANAGEMENT, LP | 5 | 5 | 0.04% | 0.09% | 0.15% | Q2 2018 | Q3 2023 | 10 |
Catalyst Capital Advisors LLC | 7 | 3 | 0.06% | 0.11% | 0.22% | Q2 2018 | Q3 2023 | 10 |
STABLEFORD CAPITAL II LLC | 8 | 2 | 0.27% | 2.92% | 5.41% | Q1 2021 | Q3 2023 | 10 |
BENJAMIN EDWARDS INC | 9 | 1 | 0.00% | 0.50% | 1.18% | Q1 2020 | Q1 2023 | 10 |
Integrated Advisors Network LLC | 10 | 10 | 0.03% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 10 |
IHT Wealth Management, LLC | 8 | 2 | 0.01% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 10 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 2 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q2 2021 | 10 |
BALDWIN BROTHERS LLC/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 10 |
Banco de Sabadell, S.A | 4 | 3 | 0.03% | 0.53% | 1.10% | Q2 2018 | Q1 2021 | 10 |
AlphaCentric Advisors LLC | 7 | 3 | 0.03% | 0.16% | 0.32% | Q2 2020 | Q3 2023 | 10 |
INVESTMENT HOUSE LLC | 7 | 3 | 0.02% | 0.02% | 0.04% | Q2 2018 | Q4 2020 | 10 |
Gradient Investments LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 10 |
MACQUARIE GROUP LTD | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
SeaCrest Wealth Management, LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q1 2023 | 10 |
Coco Enterprises, LLC | 7 | 3 | 0.57% | 3.12% | 4.28% | Q4 2020 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.01% | 0.05% | Q2 2021 | Q3 2023 | 10 |
CIM, LLC | 10 | 10 | 1.45% | 1.65% | 1.79% | Q3 2020 | Q4 2022 | 10 |
Sigma Planning Corp | 7 | 1 | 0.01% | 0.05% | 0.15% | Q2 2018 | Q3 2023 | 10 |
MainStreet Investment Advisors LLC | 10 | 10 | 0.08% | 0.21% | 0.28% | Q2 2018 | Q3 2020 | 10 |
Whitegate Investment Counselors, Inc. | 8 | 2 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2021 | 10 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.39% | 1.02% | Q4 2018 | Q1 2023 | 10 |
PINNACLE ASSOCIATES LTD | 10 | 10 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q4 2022 | 10 |
PATHSTONE FAMILY OFFICE, LLC | 8 | 2 | 0.00% | 0.17% | 0.92% | Q1 2019 | Q3 2022 | 10 |
Grace Capital | 5 | 4 | 0.08% | 0.30% | 0.69% | Q2 2018 | Q4 2020 | 9 |
NBT BANK N A /NY | 9 | 9 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q4 2021 | 9 |
MACKENZIE FINANCIAL CORP | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q1 2021 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.78% | 1.04% | 1.42% | Q4 2021 | Q4 2023 | 9 |
Friedenthal Financial | 8 | 1 | 0.14% | 0.64% | 4.40% | Q2 2018 | Q3 2023 | 9 |
SG Americas Securities, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2020 | 9 |
Compass Financial Group, Inc. | 7 | 2 | 0.48% | 2.07% | 3.96% | Q2 2018 | Q1 2023 | 9 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 9 | 9 | 0.27% | 1.15% | 1.89% | Q1 2020 | Q1 2022 | 9 |
Global Endowment Management, LP | 4 | 2 | 0.02% | 0.19% | 0.25% | Q2 2018 | Q3 2023 | 9 |
Cetera Advisors LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 9 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.04% | 0.17% | Q3 2019 | Q2 2023 | 9 |
WealthShield Partners, LLC | 9 | 9 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.49% | 0.53% | 0.60% | Q3 2021 | Q3 2023 | 9 |
FIRST UNITED BANK & TRUST | 7 | 2 | 0.10% | 0.21% | 0.27% | Q2 2018 | Q2 2022 | 9 |
Realta Investment Advisors | 4 | 1 | 0.00% | 0.01% | 0.09% | Q1 2019 | Q3 2023 | 9 |
Bedel Financial Consulting, Inc. | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2020 | 9 |
Capital Asset Advisory Services LLC | 6 | 3 | 0.00% | 0.10% | 0.23% | Q4 2019 | Q1 2022 | 9 |
Latitude Advisors, LLC | 6 | 1 | 0.11% | 0.18% | 0.27% | Q4 2020 | Q2 2023 | 9 |
Curtis Advisory Group, LLC | 8 | 1 | 0.11% | 0.19% | 0.30% | Q4 2019 | Q1 2022 | 9 |
Citizens Business Bank | 9 | 9 | 1.06% | 1.12% | 1.22% | Q2 2018 | Q2 2020 | 9 |
3D ASSET MANAGEMENT, INC | 9 | 9 | 0.07% | 0.17% | 0.23% | Q2 2018 | Q2 2020 | 9 |
Atria Investments, Inc | 7 | 1 | 0.01% | 0.21% | 0.57% | Q2 2018 | Q3 2023 | 9 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.02% | 0.10% | Q2 2018 | Q2 2020 | 9 |
EMG Holdings, L.P. | 7 | 7 | 0.01% | 4.55% | 9.28% | Q4 2021 | Q2 2023 | 9 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 9 |
BlueSky Wealth Advisors, LLC | 9 | 9 | 0.12% | 6.59% | 8.89% | Q2 2018 | Q2 2020 | 9 |
AUGUSTINE ASSET MANAGEMENT INC | 7 | 2 | 0.63% | 0.72% | 0.84% | Q2 2019 | Q3 2023 | 9 |
CENTAURUS FINANCIAL, INC. | 3 | 1 | 0.02% | 0.05% | 0.14% | Q2 2018 | Q3 2023 | 9 |
WATERS PARKERSON & CO., LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q1 2022 | 9 |
Camarda Financial Advisors, LLC | 5 | 3 | 0.01% | 6.35% | 14.14% | Q2 2018 | Q4 2022 | 8 |
Roger Wittlin Investment Advisory, LLC | 8 | 8 | 0.11% | 1.11% | 1.58% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Apollon Wealth Management, LLC | 8 | 8 | 0.02% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 8 |
DRAVO BAY LLC | 8 | 8 | 0.29% | 0.31% | 0.32% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.22% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Edge Wealth Management LLC | 8 | 8 | 0.18% | 0.25% | 0.39% | Q4 2021 | Q3 2023 | 8 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 3 | 0.00% | 0.08% | 0.15% | Q2 2018 | Q2 2022 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 0.74% | 0.78% | 0.86% | Q4 2021 | Q3 2023 | 8 |
VOYA INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.18% | 0.26% | 0.41% | Q2 2018 | Q1 2020 | 8 |
Cranbrook Wealth Management, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Estate Counselors, LLC | 6 | 2 | 0.00% | 0.29% | 1.96% | Q2 2018 | Q2 2023 | 8 |
Solstein Capital, LLC | 8 | 8 | 0.14% | 0.30% | 0.75% | Q4 2021 | Q3 2023 | 8 |
LGL PARTNERS, LLC | 8 | 8 | 0.22% | 0.50% | 0.88% | Q2 2018 | Q1 2020 | 8 |
ASPIRIANT, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Arete Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.09% | 0.20% | Q3 2018 | Q2 2023 | 8 |
CreativeOne Wealth, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q1 2022 | 8 |
ISLAY CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.04% | 0.20% | Q2 2021 | Q1 2023 | 8 |
FIRST AMERICAN TRUST, FSB | 4 | 1 | 0.04% | 0.07% | 0.10% | Q2 2018 | Q3 2023 | 8 |
DMC Group, LLC | 8 | 8 | 1.24% | 1.79% | 2.17% | Q4 2021 | Q3 2023 | 8 |
Ascendant Capital Management, LLC | 5 | 3 | 1.50% | 3.58% | 5.09% | Q4 2020 | Q4 2022 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.01% | 0.16% | 1.12% | Q4 2021 | Q3 2023 | 8 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.01% | 0.07% | Q1 2019 | Q3 2023 | 8 |
CI INVESTMENTS INC. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2022 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BOKF, NA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
CONTINENTAL INVESTORS SERVICES, INC. | 8 | 8 | 1.64% | 1.97% | 2.18% | Q4 2021 | Q3 2023 | 8 |
Brookstone Capital Management | 4 | 2 | 0.01% | 0.10% | 0.32% | Q2 2018 | Q3 2020 | 8 |
CAPITAL INSIGHT PARTNERS, LLC | 8 | 8 | 0.06% | 0.08% | 0.11% | Q2 2021 | Q1 2023 | 8 |
COLLECTIVE FAMILY OFFICE LLC | 8 | 8 | 0.18% | 0.31% | 0.62% | Q4 2020 | Q3 2022 | 8 |
Kingfisher Capital LLC | 8 | 8 | 0.18% | 0.22% | 0.25% | Q2 2018 | Q1 2020 | 8 |
Wavelength Capital Management, LLC | 8 | 8 | 13.86% | 15.92% | 18.58% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Family Advisors, LLC | 8 | 8 | 0.43% | 0.59% | 0.72% | Q2 2018 | Q1 2020 | 8 |
Thrive Capital Management, LLC | 8 | 8 | 0.14% | 0.93% | 2.53% | Q4 2020 | Q3 2022 | 8 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 8 | 8 | 0.08% | 0.65% | 1.20% | Q2 2018 | Q1 2020 | 8 |
Cresset Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q3 2022 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 8 |
DDD Partners, LLC | 8 | 8 | 0.11% | 0.13% | 0.14% | Q2 2018 | Q1 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.03% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Newbridge Financial Services Group, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 8 |
Golden State Equity Partners | 3 | 2 | 0.19% | 0.62% | 1.01% | Q4 2020 | Q3 2023 | 8 |
John W. Brooker & Co., CPAs | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2021 | 8 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.04% | 0.36% | 1.60% | Q1 2021 | Q3 2023 | 8 |
PagnatoKarp Partners LLC | 8 | 8 | 0.07% | 0.16% | 0.33% | Q2 2018 | Q1 2020 | 8 |
Adams Wealth Management | 8 | 8 | 0.44% | 0.63% | 0.88% | Q4 2021 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2020 | 8 |
TI-TRUST, INC | 8 | 8 | 2.62% | 2.71% | 2.94% | Q4 2021 | Q3 2023 | 8 |
MGO ONE SEVEN LLC | 5 | 1 | 0.00% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.12% | 0.23% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Mason & Associates Inc | 7 | 7 | 0.41% | 1.89% | 5.04% | Q1 2022 | Q3 2023 | 7 |
PFG Advisors | 7 | 7 | 0.06% | 0.23% | 0.56% | Q2 2018 | Q4 2019 | 7 |
Wallington Asset Management, LLC | 7 | 7 | 0.44% | 0.51% | 0.62% | Q1 2021 | Q3 2022 | 7 |
Laffer Tengler Investments, Inc. | 7 | 7 | 0.25% | 0.37% | 0.54% | Q3 2020 | Q1 2022 | 7 |
Mechanics Bank Trust Department | 7 | 7 | 0.18% | 0.61% | 1.00% | Q1 2022 | Q3 2023 | 7 |
Carroll Financial Associates, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
WESTWOOD HOLDINGS GROUP INC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 7 |
Hilton Capital Management, LLC | 5 | 1 | 0.06% | 4.14% | 6.86% | Q3 2018 | Q3 2023 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.25% | 1.55% | 4.48% | Q1 2022 | Q3 2023 | 7 |
Polar Asset Management Partners Inc. | 3 | 1 | 0.04% | 0.59% | 0.94% | Q4 2018 | Q2 2022 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.15% | 0.27% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Homrich & Berg | 7 | 7 | 0.01% | 0.04% | 0.12% | Q2 2018 | Q4 2019 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q2 2020 | 7 |
Crow Point Partners, LLC | 7 | 7 | 0.06% | 0.23% | 1.06% | Q2 2018 | Q4 2019 | 7 |
Sargent Bickham Lagudis LLC | 6 | 1 | 0.01% | 0.06% | 0.30% | Q4 2019 | Q4 2022 | 7 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.07% | 0.12% | 0.19% | Q1 2019 | Q1 2022 | 7 |
Old Port Advisors | 5 | 1 | 0.12% | 0.37% | 0.70% | Q4 2018 | Q3 2023 | 7 |
SCOTIA CAPITAL INC. | 7 | 7 | 0.04% | 0.07% | 0.11% | Q3 2018 | Q1 2020 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 7 | 7 | 0.05% | 0.08% | 0.11% | Q2 2021 | Q4 2022 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.04% | 0.23% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Windsor Creek Advisors, LLC | 7 | 7 | 0.11% | 0.18% | 0.36% | Q2 2019 | Q4 2020 | 7 |
Certified Advisory Corp | 6 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2021 | 7 |
Summit Financial Wealth Advisors, LLC | 7 | 7 | 0.06% | 0.10% | 0.14% | Q3 2018 | Q1 2020 | 7 |
Bartlett & Co. LLC | 5 | 2 | 0.00% | 0.01% | 0.06% | Q2 2018 | Q1 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.10% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 7 |
People's United Financial, Inc. | 7 | 7 | 0.01% | 0.09% | 0.14% | Q2 2019 | Q4 2020 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.12% | 0.22% | Q3 2020 | Q3 2023 | 7 |
Strategic Blueprint, LLC | 5 | 1 | 0.02% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 7 |
H&H Retirement Design & Management INC | 4 | 3 | 0.64% | 4.36% | 6.37% | Q1 2020 | Q4 2021 | 7 |
SIGNET FINANCIAL MANAGEMENT, LLC | 7 | 7 | 0.20% | 0.21% | 0.23% | Q2 2018 | Q4 2019 | 7 |
SANDLER CAPITAL MANAGEMENT | 5 | 2 | 0.03% | 0.09% | 0.22% | Q2 2018 | Q2 2022 | 7 |
Mitsubishi UFJ Trust & Banking Corp | 3 | 2 | 0.00% | 0.08% | 0.37% | Q2 2018 | Q4 2020 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
LFA - Lugano Financial Advisors SA | 4 | 3 | 0.03% | 0.15% | 0.30% | Q2 2018 | Q3 2023 | 7 |
Sweet Financial Partners, LLC | 7 | 7 | 0.13% | 0.17% | 0.31% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 1.87% | 2.03% | 2.17% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Company, LLC | 5 | 1 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q1 2021 | 7 |
PEOPLES BANK /OH | 4 | 3 | 0.55% | 0.61% | 0.66% | Q2 2018 | Q4 2022 | 7 |
Stratos Wealth Advisors, LLC | 4 | 3 | 0.06% | 0.14% | 0.25% | Q2 2019 | Q4 2021 | 7 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 7 |
Opal Wealth Advisors, LLC | 6 | 1 | 0.20% | 0.63% | 1.86% | Q4 2021 | Q3 2023 | 7 |
TSFG, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Advisor Group, Inc. | 7 | 7 | 0.05% | 0.08% | 0.16% | Q2 2018 | Q4 2019 | 7 |
State of New Jersey Common Pension Fund D | 5 | 2 | 0.10% | 0.68% | 1.09% | Q2 2021 | Q1 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.25% | 0.54% | 0.74% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Torch Wealth Management LLC | 7 | 7 | 0.66% | 0.80% | 0.91% | Q2 2018 | Q4 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Arden Trust Co | 7 | 7 | 0.04% | 0.12% | 0.24% | Q2 2019 | Q4 2020 | 7 |
Private Wealth Group, LLC | 4 | 2 | 1.64% | 1.77% | 1.96% | Q2 2018 | Q4 2019 | 6 |
Ascent Group, LLC | 6 | 6 | 0.13% | 0.15% | 0.17% | Q4 2021 | Q1 2023 | 6 |
SMITH SHELLNUT WILSON LLC /ADV | 6 | 6 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q2 2021 | 6 |
Paladin Advisory Group, LLC | 6 | 6 | 0.10% | 0.34% | 0.41% | Q2 2022 | Q3 2023 | 6 |
WADDELL & ASSOCIATES, LLC | 6 | 6 | 0.04% | 0.07% | 0.11% | Q3 2021 | Q4 2022 | 6 |
Empire Life Investments Inc. | 6 | 6 | 0.05% | 0.14% | 0.18% | Q2 2018 | Q3 2019 | 6 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 2 | 0.01% | 0.77% | 2.50% | Q2 2018 | Q3 2023 | 6 |
Newfleet Asset Management, LLC | 6 | 6 | 3.47% | 12.56% | 37.63% | Q4 2020 | Q1 2022 | 6 |
Litman Gregory Wealth Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 6 |
Core Wealth Advisors, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2021 | 6 |
AFT, FORSYTH & COMPANY, INC. | 6 | 6 | 0.25% | 0.34% | 0.40% | Q2 2018 | Q3 2019 | 6 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q4 2021 | 6 |
MBL Wealth, LLC | 4 | 2 | 0.03% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Money Design Co.,Ltd. | 4 | 2 | 0.02% | 0.11% | 0.22% | Q3 2019 | Q2 2021 | 6 |
Aristotle Pacific Capital, LLC | 4 | 2 | 17.43% | 27.84% | 44.18% | Q4 2020 | Q3 2023 | 6 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2018 | Q3 2019 | 6 |
Sterling Investment Counsel, LLC | 6 | 6 | 0.25% | 0.33% | 0.37% | Q4 2021 | Q1 2023 | 6 |
Total Clarity Wealth Management, Inc. | 4 | 2 | 0.43% | 0.49% | 0.56% | Q1 2021 | Q3 2023 | 6 |
BB&T SECURITIES, LLC | 6 | 6 | 0.03% | 0.10% | 0.30% | Q2 2018 | Q3 2019 | 6 |
WRAPMANAGER INC | 4 | 2 | 0.10% | 0.26% | 0.51% | Q2 2018 | Q4 2019 | 6 |
Concorde Asset Management, LLC | 4 | 2 | 0.14% | 0.27% | 0.38% | Q2 2018 | Q4 2019 | 6 |
NewEdge Wealth, LLC | 3 | 3 | 0.03% | 0.15% | 0.47% | Q4 2020 | Q2 2022 | 6 |
RiverFront Investment Group, LLC | 3 | 3 | 0.01% | 0.03% | 0.11% | Q4 2021 | Q2 2023 | 6 |
Baker Avenue Asset Management, LP | 4 | 2 | 0.01% | 0.36% | 0.73% | Q2 2018 | Q4 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.06% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 6 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.22% | 0.24% | 0.25% | Q4 2021 | Q1 2023 | 6 |
Private Vista, LLC | 6 | 6 | 0.13% | 0.17% | 0.20% | Q4 2018 | Q1 2020 | 6 |
Sierra Capital LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q2 2022 | 6 |
ALBION FINANCIAL GROUP /UT | 5 | 1 | 0.00% | 0.01% | 0.07% | Q2 2021 | Q2 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Aprio Wealth Management, LLC | 6 | 6 | 0.08% | 0.74% | 2.07% | Q3 2021 | Q4 2022 | 6 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 1 | 0.08% | 0.10% | 0.14% | Q4 2018 | Q3 2021 | 6 |
HM PAYSON & CO | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2022 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.12% | 0.38% | 1.01% | Q2 2018 | Q3 2019 | 6 |
Context Capital Management, LLC | 6 | 6 | 0.46% | 0.61% | 0.69% | Q4 2018 | Q1 2020 | 6 |
Tortoise Investment Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q1 2023 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
LAZARD ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Bridgewater Advisors Inc. | 6 | 6 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q1 2023 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.13% | 0.27% | Q2 2021 | Q4 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2018 | Q3 2019 | 6 |
COUNTRY TRUST BANK | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q4 2020 | 6 |
WADDELL & REED FINANCIAL INC | 5 | 1 | 0.01% | 0.04% | 0.09% | Q2 2019 | Q1 2021 | 6 |
Winthrop Partners - WNY, LLC | 6 | 6 | 0.20% | 0.55% | 0.86% | Q2 2018 | Q3 2019 | 6 |
GREENLEAF TRUST | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.41% | 0.47% | 0.58% | Q1 2021 | Q2 2022 | 6 |
SAGE FINANCIAL GROUP INC | 6 | 6 | 0.07% | 0.18% | 0.47% | Q2 2022 | Q3 2023 | 6 |
Advisors Preferred, LLC | 3 | 1 | 0.43% | 2.19% | 5.86% | Q3 2018 | Q3 2023 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.20% | 0.23% | 0.26% | Q2 2021 | Q3 2022 | 6 |
Partnervest Advisory Services LLC | 6 | 6 | 0.19% | 0.22% | 0.28% | Q4 2018 | Q1 2020 | 6 |
Foundations Investment Advisors, LLC | 5 | 1 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 6 |
PPM AMERICA INC/IL | 6 | 6 | 1.22% | 6.54% | 9.65% | Q3 2021 | Q4 2022 | 6 |
SUNTRUST BANKS INC | 6 | 6 | 0.04% | 0.12% | 0.21% | Q2 2018 | Q3 2019 | 6 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q3 2018 | Q4 2019 | 6 |
Hanlon Investment Management, Inc. | 6 | 6 | 0.21% | 0.38% | 0.83% | Q1 2019 | Q2 2020 | 6 |
FFT WEALTH MANAGEMENT LLC | 4 | 2 | 0.12% | 0.70% | 1.21% | Q2 2018 | Q1 2020 | 6 |
Accel Wealth Management | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2023 | 6 |
TUCKER ASSET MANAGEMENT LLC | 5 | 1 | 0.01% | 0.03% | 0.12% | Q4 2020 | Q4 2022 | 6 |
Beta Wealth Group, Inc. | 6 | 6 | 0.42% | 1.09% | 1.58% | Q2 2022 | Q3 2023 | 6 |
Peak Financial Management, Inc. | 6 | 6 | 2.29% | 2.74% | 3.16% | Q2 2018 | Q3 2019 | 6 |
LINCOLN NATIONAL CORP | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 5 |
Transamerica Financial Advisors, Inc. | 3 | 1 | 0.00% | 0.10% | 0.40% | Q2 2018 | Q2 2020 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q2 2019 | 5 |
Ninety One North America, Inc. | 5 | 5 | 0.02% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
SeaBridge Investment Advisors LLC | 5 | 5 | 0.13% | 0.16% | 0.18% | Q2 2018 | Q2 2019 | 5 |
FIRST CITIZENS BANK & TRUST CO | 5 | 5 | 0.04% | 0.06% | 0.09% | Q3 2022 | Q3 2023 | 5 |
HARBOR INVESTMENT ADVISORY, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
RFG Advisory, LLC | 5 | 5 | 0.11% | 0.20% | 0.32% | Q2 2018 | Q2 2019 | 5 |
SevenBridge Financial Group, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 5 |
All Season Financial Advisors, Inc. | 2 | 1 | 0.98% | 1.35% | 2.03% | Q2 2021 | Q3 2023 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.08% | 0.22% | Q4 2019 | Q4 2020 | 5 |
BRASADA CAPITAL MANAGEMENT, LP | 5 | 5 | 0.07% | 0.14% | 0.32% | Q2 2018 | Q2 2019 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
VALUEWORKS LLC | 5 | 5 | 0.07% | 0.09% | 0.14% | Q4 2021 | Q4 2022 | 5 |
Equitable Holdings, Inc. | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 5 |
Arkadios Wealth Advisors | 3 | 2 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q2 2023 | 5 |
SAM Advisors, LLC | 5 | 5 | 1.98% | 2.21% | 2.42% | Q3 2022 | Q3 2023 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
NORTHERN TRUST CORP | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Prime Capital Investment Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q1 2020 | 5 |
DERBY & COMPANY, INC | 5 | 5 | 1.04% | 1.63% | 1.91% | Q3 2020 | Q3 2021 | 5 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.41% | 1.82% | Q4 2018 | Q4 2022 | 5 |
Fiera Capital Corp | 3 | 2 | 0.00% | 0.06% | 0.15% | Q2 2018 | Q2 2022 | 5 |
Phoenix Holdings Ltd. | 5 | 5 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q1 2022 | 5 |
Horizon Investments, LLC | 5 | 5 | 0.01% | 0.16% | 0.29% | Q3 2019 | Q3 2020 | 5 |
MMA ASSET MANAGEMENT LLC | 5 | 5 | 1.52% | 1.78% | 2.02% | Q3 2022 | Q3 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 5 |
GREENUP STREET WEALTH MANAGEMENT LLC | 5 | 5 | 0.22% | 1.61% | 2.37% | Q1 2022 | Q1 2023 | 5 |
Avalon Investment & Advisory | 5 | 5 | 0.12% | 0.19% | 0.22% | Q1 2021 | Q1 2022 | 5 |
Great Diamond Partners, LLC | 4 | 1 | 0.02% | 0.78% | 1.28% | Q4 2019 | Q3 2023 | 5 |
First Capital Advisors Group, LLC. | 3 | 2 | 0.01% | 0.06% | 0.14% | Q2 2018 | Q2 2023 | 5 |
NWK Group, Inc. | 5 | 5 | 0.01% | 0.09% | 0.19% | Q4 2019 | Q4 2020 | 5 |
Transform Wealth, LLC | 3 | 2 | 0.75% | 1.51% | 2.42% | Q2 2022 | Q3 2023 | 5 |
Meridian Wealth Partners, LLC | 4 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q1 2021 | 5 |
Global Financial Private Capital, Inc | 4 | 1 | 0.00% | 0.05% | 0.25% | Q2 2018 | Q1 2020 | 5 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 5 |
Legacy Bridge, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q4 2022 | 5 |
Gladstone Institutional Advisory LLC | 5 | 5 | 0.11% | 0.20% | 0.30% | Q1 2019 | Q1 2020 | 5 |
Fortress Wealth Group, LLC | 5 | 5 | 0.30% | 0.39% | 0.43% | Q2 2021 | Q2 2022 | 5 |
Centric Wealth Management | 5 | 5 | 0.62% | 0.76% | 0.88% | Q4 2020 | Q4 2021 | 5 |
Truvestments Capital LLC | 3 | 2 | 0.06% | 0.38% | 0.97% | Q2 2018 | Q3 2019 | 5 |
BANK OF NOVA SCOTIA | 3 | 2 | 0.03% | 0.06% | 0.07% | Q2 2021 | Q3 2022 | 5 |
Waldron Private Wealth LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q4 2018 | Q4 2019 | 5 |
Column Capital Advisors, LLC | 5 | 5 | 0.13% | 0.16% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Almanack Investment Partners, LLC. | 3 | 1 | 0.06% | 0.10% | 0.22% | Q4 2018 | Q3 2023 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 5 |
Regal Investment Advisors LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q2 2022 | 5 |
CONNING INC. | 5 | 5 | 0.40% | 0.42% | 0.44% | Q2 2021 | Q2 2022 | 5 |
NYL Investors LLC | 5 | 5 | 3.35% | 3.94% | 4.96% | Q1 2021 | Q1 2022 | 5 |
FLAGSTAR ADVISORS INC | 5 | 5 | 0.32% | 0.34% | 0.35% | Q3 2022 | Q3 2023 | 5 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 5 |
MARSHALL WACE, LLP | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q4 2022 | 5 |
STATE OF WISCONSIN INVESTMENT BOARD | 5 | 5 | 0.04% | 0.34% | 0.61% | Q3 2022 | Q3 2023 | 5 |
WASHINGTON TRUST Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
KENNICOTT CAPITAL MANAGEMENT LLC | 5 | 5 | 0.19% | 0.33% | 0.49% | Q1 2021 | Q1 2022 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Western Wealth Management, LLC | 4 | 1 | 0.04% | 0.04% | 0.06% | Q4 2018 | Q3 2023 | 5 |
Rezny Wealth Management, Inc. | 5 | 5 | 0.23% | 5.15% | 7.15% | Q2 2018 | Q2 2019 | 5 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 4 | 0.68% | 7.17% | 13.16% | Q3 2018 | Q2 2019 | 4 |
Live Your Vision, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Counterpoint Mutual Funds LLC | 4 | 4 | 28.52% | 31.84% | 39.62% | Q4 2022 | Q3 2023 | 4 |
SOROS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.12% | 0.87% | 1.86% | Q1 2022 | Q1 2023 | 4 |
IRONWOOD WEALTH MANAGEMENT, INC. | 4 | 4 | 11.40% | 11.57% | 11.78% | Q4 2022 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 0.06% | 0.12% | 0.26% | Q4 2022 | Q3 2023 | 4 |
BOSTON ADVISORS LLC | 4 | 4 | 0.01% | 0.14% | 0.35% | Q2 2018 | Q1 2019 | 4 |
Tidal Investments LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Kohmann Bosshard Financial Services, LLC | 4 | 4 | 0.26% | 0.35% | 0.44% | Q2 2018 | Q1 2019 | 4 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 4 |
Starfire Investment Advisers, Inc. | 3 | 1 | 0.10% | 0.11% | 0.12% | Q2 2019 | Q2 2020 | 4 |
WT Wealth Management | 3 | 1 | 0.19% | 1.29% | 2.55% | Q4 2019 | Q3 2023 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.38% | 0.61% | 0.80% | Q2 2018 | Q1 2019 | 4 |
Prudent Man Advisors, LLC | 4 | 4 | 0.47% | 0.49% | 0.50% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Sugarloaf Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
QCM Cayman, Ltd. | 2 | 2 | 0.28% | 1.15% | 2.37% | Q4 2020 | Q4 2021 | 4 |
Wealthfront Advisers LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Strategic Wealth Partners, Ltd. | 4 | 4 | 0.01% | 0.04% | 0.07% | Q2 2018 | Q1 2019 | 4 |
Michelson Medical Research Foundation, Inc. | 4 | 4 | 0.90% | 7.05% | 9.80% | Q4 2022 | Q3 2023 | 4 |
Cerity Partners LLC | 4 | 4 | 0.01% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Apollo Management Holdings, L.P. | 3 | 1 | 0.02% | 0.09% | 0.15% | Q2 2019 | Q1 2022 | 4 |
Lansing Street Advisors | 4 | 4 | 0.02% | 0.12% | 0.43% | Q1 2022 | Q4 2022 | 4 |
Ionic Capital Management LLC | 2 | 2 | 0.01% | 0.16% | 0.35% | Q4 2018 | Q1 2019 | 4 |
BROWN BROTHERS HARRIMAN & CO | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 4 |
MSD Partners, L.P. | 2 | 2 | 0.34% | 1.46% | 3.59% | Q3 2021 | Q3 2022 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
OAK FAMILY ADVISORS, LLC | 4 | 4 | 0.76% | 0.90% | 1.08% | Q3 2021 | Q2 2022 | 4 |
FinDec Wealth Services, Inc. | 4 | 4 | 1.63% | 1.82% | 2.25% | Q4 2022 | Q3 2023 | 4 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.03% | 0.13% | Q3 2018 | Q4 2019 | 4 |
Paloma Partners Management Co | 2 | 2 | 0.01% | 0.14% | 0.50% | Q2 2019 | Q3 2019 | 4 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 4 | 0.08% | 0.09% | 0.10% | Q2 2018 | Q1 2019 | 4 |
Clarus Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 4 | 4 | 0.12% | 0.92% | 2.07% | Q1 2022 | Q4 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ARCH CAPITAL GROUP LTD. | 4 | 4 | 8.39% | 19.42% | 28.36% | Q2 2021 | Q1 2022 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 4 |
CIBC Asset Management Inc | 4 | 4 | 0.04% | 0.63% | 1.03% | Q4 2022 | Q3 2023 | 4 |
Fortitude Advisory Group L.L.C. | 4 | 4 | 0.20% | 0.26% | 0.32% | Q4 2021 | Q3 2022 | 4 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q2 2022 | 4 |
BEACON FINANCIAL GROUP | 4 | 4 | 0.81% | 0.85% | 0.88% | Q3 2021 | Q2 2022 | 4 |
Omnia Family Wealth, LLC | 2 | 2 | 0.21% | 0.28% | 0.40% | Q2 2018 | Q2 2021 | 4 |
Penn Capital Management Company, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q3 2019 | 4 |
StoneX Group Inc. | 4 | 4 | 0.03% | 0.17% | 0.47% | Q2 2021 | Q1 2022 | 4 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 4 |
CENTRAL TRUST Co | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
SECURIAN ASSET MANAGEMENT, INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Wright Fund Management, LLC | 4 | 4 | 5.22% | 7.36% | 10.48% | Q4 2022 | Q3 2023 | 4 |
RELIANCE TRUST CO OF DELAWARE | 4 | 4 | 0.26% | 0.27% | 0.28% | Q2 2018 | Q1 2019 | 4 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 2 | 2 | 0.10% | 0.45% | 0.83% | Q3 2018 | Q4 2022 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 2 | 2 | 0.03% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 4 |
Curi Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2022 | 4 |
WestEnd Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
River Street Advisors LLC | 4 | 4 | 0.25% | 0.41% | 0.57% | Q4 2022 | Q3 2023 | 4 |
SimpliFi, Inc. | 3 | 1 | 0.62% | 4.79% | 8.74% | Q2 2018 | Q3 2023 | 4 |
LifePro Asset Management | 4 | 4 | 0.40% | 1.94% | 4.20% | Q4 2022 | Q3 2023 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.06% | 0.11% | 0.16% | Q1 2022 | Q4 2022 | 4 |
Veery Capital, LLC | 3 | 1 | 0.11% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.69% | 0.74% | 0.80% | Q4 2018 | Q3 2019 | 4 |
First Allied Advisory Services, Inc. | 3 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2019 | 4 |
Park Avenue Institutional Advisers LLC | 4 | 4 | 27.85% | 37.71% | 49.59% | Q2 2021 | Q1 2022 | 4 |
Onyx Bridge Wealth Group LLC | 4 | 4 | 0.15% | 0.38% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 2.28% | 3.67% | 5.14% | Q4 2021 | Q3 2022 | 4 |
Vontobel Holding Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
GAMBLE JONES INVESTMENT COUNSEL | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 4 |
Clear Harbor Asset Management, LLC | 4 | 4 | 0.01% | 0.06% | 0.10% | Q1 2021 | Q4 2021 | 4 |
AdvisorShares Investments LLC | 2 | 1 | 0.05% | 0.26% | 0.51% | Q1 2020 | Q3 2021 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.17% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Harbour Capital Advisors, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q3 2022 | 4 |
Blackhawk Capital Partners LLC. | 4 | 4 | 0.54% | 0.94% | 1.39% | Q2 2019 | Q1 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2021 | 4 |
NVWM, LLC | 2 | 1 | 0.03% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 4 |
Wealthspire Advisors, L.P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Capital Wealth Planning, LLC | 4 | 4 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q1 2020 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q3 2018 | Q2 2019 | 4 |
Rehmann Capital Advisory Group | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q2 2019 | 4 |
Concord Wealth Partners | 4 | 4 | 1.79% | 2.79% | 3.41% | Q4 2022 | Q3 2023 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 4 |
American Financial Network Advisory Services LLC | 4 | 4 | 0.13% | 0.16% | 0.17% | Q2 2018 | Q1 2019 | 4 |
Sumitomo Mitsui Trust Holdings, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
Asset Allocation & Management Company, LLC | 2 | 1 | 2.23% | 2.89% | 3.86% | Q1 2022 | Q3 2023 | 3 |
Foothills Asset Management, Ltd. | 3 | 3 | 2.43% | 2.51% | 2.59% | Q2 2018 | Q4 2018 | 3 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 0.41% | 0.84% | 1.22% | Q3 2019 | Q2 2021 | 3 |
Virtus ETF Advisers LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 3 |
HARBOR ADVISORY CORP /MA/ | 3 | 3 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
City Financial Investment Co Ltd | 3 | 3 | 0.05% | 0.21% | 0.32% | Q2 2018 | Q4 2018 | 3 |
Parkside Financial Bank & Trust | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 3 |
Creative Capital Management Investments LLC | 3 | 3 | 0.10% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
ATLAS CAPITAL ADVISORS LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q1 2022 | 3 |
COMERICA SECURITIES INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Stellar Capital Management, LLC | 1 | 1 | 0.12% | 0.28% | 0.57% | Q4 2018 | Q2 2020 | 3 |
Parker Financial LLC | 2 | 1 | 1.16% | 1.35% | 1.53% | Q4 2022 | Q3 2023 | 3 |
III Capital Management | 3 | 3 | 0.51% | 0.86% | 1.20% | Q1 2023 | Q3 2023 | 3 |
Financial Engines Advisors L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 3 |
Galvin, Gaustad & Stein, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.10% | 0.13% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Antonetti Capital Management LLC | 2 | 1 | 1.16% | 1.66% | 1.92% | Q2 2010 | Q4 2021 | 3 |
Castle Rock Wealth Management, LLC | 3 | 3 | 0.77% | 0.79% | 0.80% | Q1 2023 | Q3 2023 | 3 |
Wilshire Advisors LLC | 3 | 3 | 0.85% | 0.88% | 0.90% | Q2 2018 | Q4 2018 | 3 |
RWA WEALTH PARTNERS, LLC | 2 | 1 | 0.04% | 0.10% | 0.20% | Q2 2018 | Q3 2023 | 3 |
KOCH INDUSTRIES INC | 3 | 3 | 3.01% | 8.17% | 17.99% | Q2 2018 | Q4 2018 | 3 |
Ancora Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
RPg Family Wealth Advisory, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2019 | 3 |
Marquette Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
Chesley Taft & Associates LLC | 2 | 1 | 0.01% | 0.06% | 0.11% | Q2 2018 | Q1 2022 | 3 |
Fortis Capital Advisors, LLC | 2 | 1 | 0.02% | 0.08% | 0.20% | Q4 2022 | Q3 2023 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.06% | 0.19% | 0.29% | Q1 2020 | Q3 2020 | 3 |
Edgestream Partners, L.P. | 3 | 3 | 0.11% | 0.18% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Forza Wealth Management, LLC | 3 | 3 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
AMUNDI ASSET MANAGEMENT US, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 0.03% | 0.48% | 1.10% | Q4 2018 | Q2 2022 | 3 |
Manatuck Hill Partners, LLC | 3 | 3 | 0.38% | 2.63% | 5.02% | Q4 2018 | Q2 2019 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 1.15% | 1.23% | 1.36% | Q2 2018 | Q4 2018 | 3 |
AOZORA BANK, LTD. | 3 | 3 | 20.23% | 20.79% | 21.15% | Q2 2018 | Q4 2018 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.07% | 0.46% | 0.97% | Q4 2018 | Q1 2023 | 3 |
Legacy Advisors, LLC | 3 | 3 | 0.82% | 0.98% | 1.16% | Q3 2018 | Q1 2019 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Aptus Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
RAYMOND JAMES TRUST N.A. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 3 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2022 | 3 |
ARES MANAGEMENT LLC | 2 | 1 | 0.01% | 0.11% | 0.18% | Q1 2021 | Q2 2022 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.21% | 0.27% | 0.38% | Q1 2023 | Q3 2023 | 3 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.42% | 1.68% | 3.10% | Q1 2019 | Q3 2019 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
HARBERT FUND ADVISORS, INC. | 3 | 3 | 1.20% | 2.24% | 2.88% | Q1 2020 | Q3 2020 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Clearwater Capital Advisors, LLC | 3 | 3 | 1.91% | 2.28% | 2.62% | Q2 2018 | Q4 2018 | 3 |
AMERICAN INTERNATIONAL GROUP, INC. | 3 | 3 | 0.50% | 0.57% | 0.68% | Q4 2020 | Q2 2021 | 3 |
Johnson Financial Group, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 3 |
TWIN CAPITAL MANAGEMENT INC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q2 2018 | Q4 2018 | 3 |
Raab & Moskowitz Asset Management LLC | 2 | 1 | 0.01% | 0.10% | 0.26% | Q2 2018 | Q4 2019 | 3 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
WEST PACES ADVISORS INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.07% | 0.18% | Q1 2020 | Q1 2023 | 3 |
Symmetry Partners, LLC | 3 | 3 | 0.43% | 0.46% | 0.49% | Q1 2021 | Q3 2021 | 3 |
AlphaCore Capital LLC | 2 | 1 | 0.00% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 3 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2019 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q4 2022 | 3 |
SHENKMAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.67% | 1.69% | 3.03% | Q4 2019 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q4 2020 | Q2 2021 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.05% | 0.43% | 0.90% | Q4 2022 | Q2 2023 | 3 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.04% | 0.09% | Q4 2018 | Q4 2022 | 3 |
HBK INVESTMENTS L P | 2 | 2 | 0.05% | 0.22% | 0.32% | Q2 2022 | Q3 2022 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.27% | 0.78% | Q4 2020 | Q4 2021 | 3 |
Stonebridge Capital Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 3 |
JUNCTURE WEALTH STRATEGIES, LLC | 3 | 3 | 0.18% | 0.22% | 0.28% | Q3 2022 | Q1 2023 | 3 |
MJP ASSOCIATES INC /ADV | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2022 | Q4 2022 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.05% | 0.13% | Q3 2018 | Q3 2023 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.02% | 0.27% | 0.68% | Q2 2020 | Q4 2021 | 3 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 3 | 3 | 0.24% | 0.31% | 0.35% | Q4 2021 | Q2 2022 | 3 |
1832 Asset Management L.P. | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q2 2023 | 3 |
CLEAR INVESTMENT RESEARCH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Verger Capital Management LLC | 3 | 3 | 1.04% | 1.13% | 1.18% | Q2 2020 | Q4 2020 | 3 |
REILLY FINANCIAL ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 3 |
WOLVERINE ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q4 2021 | 3 |
WBI INVESTMENTS, LLC | 3 | 3 | 0.15% | 0.22% | 0.30% | Q1 2023 | Q3 2023 | 3 |
BENNICAS & ASSOCIATES, INC. | 3 | 3 | 0.82% | 0.93% | 0.99% | Q2 2018 | Q4 2018 | 3 |
Grove Bank & Trust | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
My Legacy Advisors, LLC | 3 | 3 | 0.10% | 0.17% | 0.24% | Q1 2022 | Q3 2022 | 3 |
MARINER INVESTMENT GROUP LLC | 2 | 1 | 0.00% | 6.49% | 11.41% | Q3 2019 | Q2 2020 | 3 |
Ellenbecker Investment Group | 3 | 3 | 2.13% | 2.26% | 2.43% | Q2 2018 | Q4 2018 | 3 |
1607 Capital Partners, LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Greytown Advisors Inc. | 2 | 1 | 0.10% | 0.13% | 0.15% | Q2 2021 | Q1 2022 | 3 |
KLS Diversified Asset Management LP | 3 | 3 | 0.91% | 1.58% | 2.08% | Q2 2018 | Q4 2018 | 3 |
Lloyd Advisory Services, LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2020 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
K.J. Harrison & Partners Inc | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
IEQ CAPITAL, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2023 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.13% | 0.20% | 0.24% | Q2 2020 | Q4 2020 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.09% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
COLUMBIA ADVISORY PARTNERS LLC | 2 | 1 | 0.27% | 0.62% | 0.80% | Q4 2022 | Q3 2023 | 3 |
Apriem Advisors | 3 | 3 | 0.06% | 0.07% | 0.09% | Q2 2018 | Q4 2018 | 3 |
RFG HOLDINGS, INC. | 2 | 1 | 5.90% | 9.20% | 14.76% | Q1 2021 | Q3 2023 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.35% | 0.95% | Q4 2020 | Q2 2023 | 3 |
Hedeker Wealth, LLC | 3 | 3 | 0.69% | 0.71% | 0.75% | Q4 2022 | Q2 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
RHS Financial, LLC | 2 | 2 | 0.33% | 0.43% | 0.53% | Q1 2020 | Q2 2020 | 2 |
GenTrust, LLC | 2 | 2 | 1.57% | 1.58% | 1.60% | Q2 2018 | Q3 2018 | 2 |
Foresight Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
STERLING INVESTMENT MANAGEMENT, LLC | 2 | 2 | 14.13% | 14.60% | 15.07% | Q2 2018 | Q3 2018 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 2 |
Petix & Botte Co | 1 | 1 | 0.08% | 0.11% | 0.13% | Q2 2020 | Q3 2021 | 2 |
KHP Capital, LLC | 2 | 2 | 1.39% | 1.40% | 1.41% | Q2 2018 | Q3 2018 | 2 |
HB Wealth Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 2 |
CX Institutional | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Allen Capital Group, LLC | 2 | 2 | 0.84% | 0.88% | 0.91% | Q2 2018 | Q3 2018 | 2 |
Strategic Value Partners, LLC | 2 | 2 | 1.56% | 3.77% | 5.98% | Q3 2022 | Q4 2022 | 2 |
Napier Park Global Capital (US) LP | 1 | 1 | 3.01% | 3.63% | 4.25% | Q3 2018 | Q4 2019 | 2 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
PA Capital LLC | 2 | 2 | 1.42% | 1.48% | 1.54% | Q2 2019 | Q3 2019 | 2 |
Symphony Financial, Ltd. Co. | 2 | 2 | 0.14% | 0.16% | 0.18% | Q1 2020 | Q2 2020 | 2 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 2 |
PRENTISS SMITH & CO INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
ALESCO ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2019 | Q2 2019 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Jackson Hole Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 2 |
Pinnacle Wealth Management Advisory Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.04% | 0.25% | 0.45% | Q1 2021 | Q3 2021 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.11% | 0.16% | Q1 2021 | Q4 2021 | 2 |
Allianz Asset Management GmbH | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2018 | 2 |
Accuvest Global Advisors | 2 | 2 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q3 2018 | 2 |
CWA Asset Management Group, LLC | 1 | 1 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q1 2020 | 2 |
BOYS ARNOLD & CO INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q3 2018 | 2 |
WMS Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q4 2020 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.07% | 0.14% | Q2 2019 | Q1 2020 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.40% | 0.63% | 0.87% | Q2 2023 | Q3 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ExodusPoint Capital Management, LP | 2 | 2 | 0.17% | 0.20% | 0.22% | Q3 2021 | Q4 2021 | 2 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 2 |
WINTRUST INVESTMENTS LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
SWARTHMORE GROUP INC | 2 | 2 | 0.18% | 0.26% | 0.34% | Q2 2018 | Q3 2018 | 2 |
Buckingham Capital Management, Inc. | 2 | 2 | 0.14% | 0.40% | 0.67% | Q2 2018 | Q3 2018 | 2 |
Wellington Shields Capital Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Aspire Private Capital, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
PhaseCapital LP | 2 | 2 | 25.50% | 27.45% | 29.40% | Q2 2018 | Q3 2018 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q4 2021 | Q1 2022 | 2 |
AFAM CAPITAL, INC. | 2 | 2 | 0.28% | 0.30% | 0.31% | Q2 2018 | Q3 2018 | 2 |
ADVISOR PARTNERS LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 0.62% | 0.69% | 0.76% | Q2 2018 | Q3 2018 | 2 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.18% | 0.22% | 0.25% | Q3 2019 | Q4 2021 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2019 | 2 |
E&G Advisors, LP | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2018 | Q3 2018 | 2 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2021 | 2 |
TOWNSQUARE CAPITAL LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 2.47% | 7.98% | 13.49% | Q4 2021 | Q1 2022 | 2 |
Left Brain Wealth Management, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Valeo Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2020 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.08% | 0.14% | Q1 2022 | Q3 2022 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q3 2018 | 2 |
IFG Advisory, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Cable Hill Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Meridian Wealth Management, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2020 | Q2 2020 | 2 |
Virtu Financial LLC | 1 | 1 | 0.07% | 0.10% | 0.13% | Q2 2018 | Q4 2019 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q3 2019 | Q4 2019 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.10% | 0.19% | Q2 2018 | Q4 2018 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Virtus Investment Advisers, Inc. | 2 | 2 | 13.96% | 17.92% | 21.89% | Q4 2019 | Q1 2020 | 2 |
TCG Advisory Services, LLC | 2 | 2 | 0.51% | 0.52% | 0.53% | Q1 2022 | Q2 2022 | 2 |
Tradewinds Capital Management, LLC | 1 | 1 | 0.00% | 0.26% | 0.52% | Q4 2022 | Q3 2023 | 2 |
BANK OF THE WEST | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.50% | 0.53% | 0.56% | Q2 2023 | Q3 2023 | 2 |
OTA Financial Group L.P. | 1 | 1 | 0.10% | 0.30% | 0.49% | Q4 2018 | Q4 2019 | 2 |
Blue Investment Partners LLC | 2 | 2 | 0.40% | 1.30% | 2.19% | Q2 2023 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Value Monitoring, Inc. | 1 | 1 | 13.07% | 30.13% | 47.18% | Q3 2018 | Q1 2021 | 2 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 2 | 0.72% | 0.74% | 0.76% | Q2 2018 | Q3 2018 | 2 |
WASHINGTON TRUST BANK | 2 | 2 | 0.01% | 0.30% | 0.58% | Q4 2018 | Q1 2019 | 2 |
Fluent Financial, LLC | 2 | 2 | 0.35% | 0.37% | 0.38% | Q2 2018 | Q3 2018 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 2 | 2 | 0.33% | 4.07% | 7.81% | Q2 2018 | Q3 2018 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
AXS Investments LLC | 2 | 2 | 0.38% | 0.53% | 0.67% | Q2 2023 | Q3 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Oder Investment Management, LLC | 2 | 2 | 0.41% | 0.41% | 0.41% | Q2 2023 | Q3 2023 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Paulson Wealth Management Inc. | 1 | 1 | 0.29% | 0.34% | 0.40% | Q2 2018 | Q4 2021 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 2 |
Brendel Financial Advisors LLC | 2 | 2 | 5.74% | 5.90% | 6.05% | Q2 2023 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Aaron Wealth Advisors LLC | 2 | 2 | 0.05% | 0.10% | 0.15% | Q1 2022 | Q2 2022 | 2 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 2 | 2 | 0.15% | 0.20% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Little Harbor Advisors, LLC | 2 | 2 | 5.04% | 5.14% | 5.25% | Q2 2023 | Q3 2023 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q3 2018 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Perella Weinberg Partners Capital Management LP | 2 | 2 | 0.38% | 0.42% | 0.46% | Q1 2021 | Q2 2021 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 1.00% | 1.74% | 2.47% | Q2 2018 | Q3 2018 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.06% | 0.15% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Horan Capital Advisors, LLC. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Hardy Reed LLC | 1 | 1 | 0.05% | 0.12% | 0.19% | Q4 2018 | Q4 2020 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
TD ASSET MANAGEMENT INC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
Capital Wealth Alliance, LLC | 2 | 2 | 0.36% | 0.38% | 0.40% | Q4 2019 | Q1 2020 | 2 |
Analyst IMS Investment Management Services Ltd. | 2 | 2 | 0.27% | 0.28% | 0.30% | Q3 2018 | Q4 2018 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FIDUCIARY TRUST CO | 1 | 1 | 0.01% | 0.03% | 0.04% | Q2 2018 | Q4 2022 | 2 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2018 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.12% | 0.14% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.35% | 0.44% | 0.52% | Q1 2020 | Q3 2020 | 2 |
Weatherstone Capital Management | 2 | 2 | 0.63% | 1.04% | 1.46% | Q3 2018 | Q4 2018 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 2.02% | 2.03% | 2.04% | Q2 2023 | Q3 2023 | 2 |
Braun-Bostich & Associates Inc. | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q3 2018 | 2 |
ROYAL LONDON ASSET MANAGEMENT LTD | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Leonard Rickey Investment Advisors P.L.L.C. | 2 | 2 | 0.23% | 0.24% | 0.26% | Q4 2018 | Q1 2019 | 2 |
Sandell Asset Management Corp. | 1 | 1 | 0.06% | 0.77% | 1.48% | Q4 2018 | Q4 2019 | 2 |
Seelaus Asset Management LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q4 2020 | Q1 2021 | 2 |
Evermore Global Advisors, LLC | 2 | 2 | 5.83% | 6.59% | 7.36% | Q1 2020 | Q2 2020 | 2 |
FFG RETIREMENT ADVISORS LLC | 2 | 2 | 1.31% | 1.35% | 1.39% | Q4 2022 | Q1 2023 | 2 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Geneva Partners, LLC | 2 | 2 | 3.22% | 3.42% | 3.62% | Q2 2018 | Q3 2018 | 2 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.55% | 0.56% | 0.56% | Q2 2018 | Q1 2019 | 2 |
Cyrus J. Lawrence, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 2 |
Hudock, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Parisi Gray Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
FIRST MANHATTAN CO. LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.63% | 1.24% | Q3 2018 | Q3 2023 | 2 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 2 |
Invst, LLC | 2 | 2 | 0.09% | 0.15% | 0.20% | Q2 2023 | Q3 2023 | 2 |
VICUS CAPITAL | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q3 2018 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Merriman Wealth Management, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Deer Park Road Corp | 2 | 2 | 0.28% | 0.59% | 0.90% | Q2 2020 | Q3 2020 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.02% | 0.07% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Laurion Capital Management LP | 2 | 2 | 0.06% | 0.16% | 0.26% | Q2 2022 | Q3 2022 | 2 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Maple Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Private Capital Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
Astor Investment Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2018 | Q2 2018 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Hutchens & Kramer Investment Management Group, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Vigilare Wealth Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
AT Bancorp | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2019 | Q1 2019 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2022 | Q3 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
10-15 ASSOCIATES, INC. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2018 | Q2 2018 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Revisor Wealth Management LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2023 | Q1 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Ensign Peak Advisors, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2018 | Q2 2018 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2022 | Q1 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Naviter Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
RiverPark Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
TCG Advisors, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Almitas Capital LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
Leucadia National | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2021 | Q2 2021 | 1 |
Cougar Global Investments Ltd | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2018 | Q4 2018 | 1 |
Financial Architects, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
FACTORY MUTUAL INSURANCE CO | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Lake Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Aspen Investment Management Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2018 | Q3 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
BRIGADE CAPITAL MANAGEMENT, LP | 1 | 1 | 2.37% | 2.37% | 2.37% | Q4 2022 | Q4 2022 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Perigon Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Athanor Capital, LP | 1 | 1 | 1.46% | 1.46% | 1.46% | Q4 2018 | Q4 2018 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2022 | Q4 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CAPE ANN SAVINGS BANK | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Price Capital Management, Inc. | 1 | 1 | 12.23% | 12.23% | 12.23% | Q3 2023 | Q3 2023 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Cohanzick Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2021 | Q2 2021 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
PointState Capital LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Leelyn Smith, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HL FINANCIAL SERVICES LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Atika Capital Management LLC | 1 | 1 | 3.21% | 3.21% | 3.21% | Q4 2018 | Q4 2018 | 1 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 1 | 1 | 3.22% | 3.22% | 3.22% | Q2 2022 | Q2 2022 | 1 |
Fondren Management LP | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2020 | Q1 2020 | 1 |
Cordasco Financial Network | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 1 | 1 | 4.93% | 4.93% | 4.93% | Q1 2022 | Q1 2022 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 4.29% | 4.29% | 4.29% | Q2 2022 | Q2 2022 | 1 |
Pharo Management, Inc. | 1 | 1 | 10.09% | 10.09% | 10.09% | Q1 2023 | Q1 2023 | 1 |
SC&H Financial Advisors, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
McNaughton Wealth Management, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 13.22% | 13.22% | 13.22% | Q1 2020 | Q1 2020 | 1 |
First Citizens Asset Management, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q3 2023 | Q3 2023 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
TELEMUS CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kensington Asset Management, LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q2 2023 | Q2 2023 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
University of Maryland Foundation, Inc. | 1 | 1 | 32.38% | 32.38% | 32.38% | Q4 2019 | Q4 2019 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2022 | Q4 2022 | 1 |
Trek Financial, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2019 | Q2 2019 | 1 |
BURNS J W & CO INC/NY | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Eisler Capital (US) LLC | 1 | 1 | 4.00% | 4.00% | 4.00% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 6.14% | 6.14% | 6.14% | Q4 2018 | Q4 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Tuttle Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2022 | Q4 2022 | 1 |
Vestcor Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
INVESCO SENIOR SECURED MANAGEMENT INC /ADV | 1 | 1 | 5.59% | 5.59% | 5.59% | Q3 2018 | Q3 2018 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q2 2018 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2018 | Q4 2018 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Summit Rock Advisors, LP | 1 | 1 | 3.63% | 3.63% | 3.63% | Q4 2020 | Q4 2020 | 1 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Barnett & Company, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Strategic Advocates LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Greenwich Wealth Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
Investment Management Corp of Ontario | 1 | 1 | 14.65% | 14.65% | 14.65% | Q3 2023 | Q3 2023 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
JBJ Investment Partners, LLC | 1 | 1 | 4.19% | 4.19% | 4.19% | Q1 2019 | Q1 2019 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
SVA Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Appaloosa LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Antara Capital LP | 1 | 1 | 1.72% | 1.72% | 1.72% | Q2 2022 | Q2 2022 | 1 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 1 | 1 | 54.28% | 54.28% | 54.28% | Q1 2023 | Q1 2023 | 1 |
Belvedere Advisors LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2019 | Q1 2019 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 0.96% | 0.96% | 0.96% | Q4 2021 | Q4 2021 | 1 |
Jordan Park Group LLC | 1 | 1 | 4.52% | 4.52% | 4.52% | Q3 2021 | Q3 2021 | 1 |
Arena Investors LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q4 2021 | Q4 2021 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
VISTA INVESTMENT MANAGEMENT | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
ARMOR ADVISORS, L.L.C. | 1 | 1 | 11.18% | 11.18% | 11.18% | Q1 2020 | Q1 2020 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2018 | Q4 2018 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Three Peaks Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2020 | Q3 2020 | 1 |
Eudaimonia Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
WFA Asset Management Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Stadion Money Management, LLC | 1 | 1 | 1.37% | 1.37% | 1.37% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKET INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Renasant Bank | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2020 | Q4 2020 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2023 | Q3 2023 | 1 |
FOUNDERS FINANCIAL SECURITIES LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Diameter Capital Partners LP | 1 | 1 | 12.18% | 12.18% | 12.18% | Q1 2023 | Q1 2023 | 1 |
Sea Otter Advisors LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
True North Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Disciplined Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Aristides Capital LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2020 | Q1 2020 | 1 |
Endurance Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
GW&K Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
REDWOOD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2018 | Q4 2018 | 1 |
Private Portfolio Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Ninety One UK Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2018 | Q2 2018 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
VALLEY NATIONAL ADVISERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Laurel Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TIAA Kaspick, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
United Capital Management of KS, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
SUMMITRY LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own INVESCO EXCH TRADED FD TR II or have owned INVESCO EXCH TRADED FD TR II in the past.