Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.07% | 0.28% | 0.78% | Q1 2012 | Q3 2023 | 138 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.21% | 1.10% | Q1 2012 | Q3 2023 | 136 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.02% | 0.23% | 0.83% | Q2 2013 | Q3 2023 | 126 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.54% | 3.40% | Q1 2013 | Q3 2023 | 125 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.54% | 2.08% | Q2 2013 | Q3 2023 | 124 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.63% | 2.45% | Q2 2013 | Q3 2023 | 123 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.01% | 0.24% | 1.06% | Q2 2013 | Q3 2023 | 123 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.35% | 1.49% | Q2 2013 | Q3 2023 | 120 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.09% | 0.37% | Q2 2013 | Q3 2023 | 119 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.08% | 0.35% | Q2 2013 | Q3 2023 | 118 |
Jefferies Group LLC | 38 | 38 | 0.00% | 0.46% | 5.42% | Q2 2013 | Q3 2022 | 113 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.34% | 1.62% | Q2 2013 | Q3 2023 | 110 |
NOMURA HOLDINGS INC | 44 | 44 | 0.01% | 0.32% | 2.24% | Q4 2012 | Q3 2023 | 110 |
UBS Group AG | 36 | 36 | 0.08% | 0.32% | 1.11% | Q4 2014 | Q3 2023 | 107 |
CAPSTONE INVESTMENT ADVISORS, LLC | 30 | 11 | 0.00% | 1.00% | 7.88% | Q2 2013 | Q3 2023 | 105 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.04% | 1.04% | Q2 2013 | Q3 2023 | 103 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.00% | 0.70% | 3.86% | Q4 2013 | Q3 2023 | 102 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 1.03% | 10.78% | Q1 2014 | Q3 2023 | 100 |
MILLENNIUM MANAGEMENT LLC | 26 | 4 | 0.00% | 0.09% | 0.52% | Q2 2013 | Q3 2023 | 94 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.19% | 2.81% | Q4 2015 | Q3 2023 | 93 |
HAP Trading, LLC | 42 | 42 | 0.00% | 0.14% | 2.26% | Q2 2013 | Q3 2023 | 91 |
Citadel Advisors | 31 | 7 | 0.00% | 0.07% | 0.26% | Q1 2014 | Q3 2023 | 90 |
Bank of New York Mellon Corp | 51 | 51 | 0.00% | 1.35% | 18.25% | Q1 2011 | Q3 2023 | 88 |
M&T BANK CORP | 26 | 15 | 0.00% | 0.15% | 0.55% | Q2 2013 | Q3 2023 | 83 |
Paloma Partners Management Co | 18 | 1 | 0.01% | 0.31% | 2.26% | Q4 2013 | Q3 2023 | 81 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.26% | 1.32% | Q2 2013 | Q3 2023 | 80 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 79 |
Creative Planning | 42 | 42 | 0.00% | 0.33% | 2.98% | Q2 2013 | Q3 2023 | 74 |
WOLVERINE TRADING, LLC | 8 | 1 | 0.00% | 0.09% | 0.28% | Q2 2016 | Q3 2023 | 70 |
Lido Advisors, LLC | 28 | 28 | 0.01% | 0.18% | 1.13% | Q4 2016 | Q3 2023 | 68 |
BALYASNY ASSET MANAGEMENT L.P. | 20 | 1 | 0.00% | 0.10% | 0.55% | Q2 2013 | Q3 2023 | 65 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.00% | 0.36% | 3.14% | Q1 2013 | Q3 2023 | 65 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.01% | 0.41% | 1.31% | Q1 2009 | Q3 2023 | 63 |
WOLVERINE ASSET MANAGEMENT LLC | 27 | 2 | 0.00% | 0.09% | 0.57% | Q2 2013 | Q2 2021 | 63 |
HighTower Advisors, LLC | 29 | 12 | 0.00% | 0.08% | 0.24% | Q2 2013 | Q3 2023 | 63 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.17% | 0.68% | Q2 2013 | Q3 2023 | 63 |
BlueCrest Capital Management Ltd | 21 | 1 | 0.01% | 1.16% | 13.89% | Q3 2014 | Q3 2023 | 62 |
Jump Trading, LLC | 14 | 9 | 0.01% | 0.37% | 1.86% | Q2 2013 | Q1 2019 | 61 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.58% | 2.33% | Q2 2013 | Q3 2023 | 61 |
MOORE CAPITAL MANAGEMENT, LP | 16 | 3 | 0.02% | 2.40% | 12.91% | Q2 2013 | Q3 2023 | 60 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.03% | 0.66% | Q2 2013 | Q3 2023 | 60 |
Arbor Investment Advisors, LLC | 52 | 52 | 0.00% | 4.77% | 8.46% | Q4 2010 | Q3 2023 | 59 |
SNS Financial Group, LLC | 43 | 43 | 0.00% | 1.32% | 3.04% | Q1 2013 | Q3 2023 | 58 |
Rehmann Capital Advisory Group | 43 | 15 | 0.06% | 0.86% | 2.11% | Q4 2008 | Q3 2023 | 58 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 22 | 1 | 0.01% | 0.24% | 1.52% | Q2 2013 | Q3 2023 | 57 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.57% | 1.57% | Q2 2013 | Q3 2023 | 56 |
TWO SIGMA SECURITIES, LLC | 17 | 2 | 0.00% | 0.08% | 0.53% | Q2 2016 | Q3 2023 | 55 |
Twin Tree Management, LP | 13 | 4 | 0.00% | 0.13% | 1.20% | Q4 2016 | Q3 2023 | 55 |
CAXTON ASSOCIATES LP | 14 | 1 | 0.01% | 4.74% | 37.61% | Q2 2013 | Q3 2023 | 53 |
Tortoise Investment Management, LLC | 44 | 44 | 0.00% | 0.69% | 5.35% | Q4 2012 | Q3 2023 | 52 |
Goldstein Munger & Associates | 52 | 52 | 0.51% | 2.87% | 6.79% | Q4 2009 | Q3 2022 | 52 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.29% | 1.52% | Q4 2017 | Q4 2022 | 51 |
Allianz Asset Management GmbH | 28 | 1 | 0.00% | 0.15% | 1.13% | Q2 2013 | Q3 2023 | 50 |
Valmark Advisers, Inc. | 32 | 1 | 0.00% | 0.02% | 0.23% | Q4 2013 | Q3 2023 | 50 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.18% | 0.58% | Q2 2013 | Q3 2023 | 50 |
Point72 Asset Management, L.P. | 28 | 6 | 0.00% | 0.09% | 0.61% | Q2 2014 | Q3 2023 | 49 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 49 |
Veritable, L.P. | 43 | 43 | 0.00% | 0.28% | 1.04% | Q4 2012 | Q2 2023 | 49 |
Bluefin Trading, LLC | 12 | 6 | 0.00% | 0.67% | 6.42% | Q3 2013 | Q1 2020 | 48 |
Ionic Capital Management LLC | 12 | 1 | 0.00% | 0.73% | 4.56% | Q2 2013 | Q3 2023 | 48 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.00% | 0.14% | 0.36% | Q2 2013 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.22% | 0.71% | 1.31% | Q4 2010 | Q3 2022 | 48 |
Fiera Capital Corp | 40 | 40 | 0.00% | 0.06% | 0.53% | Q4 2013 | Q3 2023 | 47 |
RMB Capital Management, LLC | 37 | 37 | 0.01% | 0.41% | 3.27% | Q3 2014 | Q3 2023 | 47 |
MCF Advisors LLC | 40 | 7 | 0.00% | 0.25% | 2.04% | Q4 2011 | Q3 2023 | 47 |
MARSHALL WACE, LLP | 15 | 1 | 0.00% | 0.16% | 1.70% | Q1 2016 | Q3 2023 | 46 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 46 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.06% | 0.56% | Q2 2013 | Q3 2023 | 46 |
NWAM LLC | 32 | 13 | 0.02% | 0.30% | 0.60% | Q2 2012 | Q3 2023 | 45 |
FMR LLC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 45 |
Fort Point Capital Partners LLC | 40 | 40 | 0.00% | 1.79% | 6.37% | Q4 2013 | Q3 2023 | 45 |
Mirae Asset Global Investments Co., Ltd. | 41 | 4 | 0.00% | 0.12% | 1.30% | Q3 2011 | Q2 2023 | 45 |
WELLINGTON MANAGEMENT GROUP LLP | 20 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 45 |
PATHSTONE FAMILY OFFICE, LLC | 23 | 8 | 0.00% | 0.22% | 1.03% | Q2 2013 | Q3 2023 | 45 |
CIBC Asset Management Inc | 42 | 42 | 0.01% | 0.24% | 0.67% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.23% | 0.63% | 1.41% | Q4 2012 | Q3 2023 | 44 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 27 | 1 | 0.00% | 0.53% | 2.19% | Q2 2013 | Q3 2023 | 44 |
CPWM, LLC | 44 | 44 | 0.28% | 1.10% | 2.35% | Q4 2011 | Q3 2022 | 44 |
SIGNATUREFD, LLC | 42 | 42 | 0.00% | 0.33% | 4.78% | Q2 2013 | Q3 2023 | 44 |
Cetera Advisors LLC | 42 | 42 | 0.00% | 0.18% | 0.66% | Q2 2013 | Q3 2023 | 44 |
First Horizon Advisors, Inc. | 43 | 43 | 0.03% | 0.24% | 1.76% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
Retirement Systems of Alabama | 43 | 43 | 1.63% | 3.12% | 4.76% | Q1 2013 | Q3 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.10% | 0.48% | 0.70% | Q1 2013 | Q3 2023 | 43 |
Regis Management CO LLC | 43 | 43 | 0.08% | 1.48% | 6.86% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.13% | 0.45% | 1.04% | Q1 2013 | Q3 2023 | 43 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.20% | 0.52% | Q2 2013 | Q1 2017 | 43 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.00% | 0.02% | 0.24% | Q2 2013 | Q3 2023 | 43 |
CARRET ASSET MANAGEMENT, LLC | 43 | 43 | 0.06% | 0.25% | 0.40% | Q1 2013 | Q3 2023 | 43 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 0.10% | 0.44% | 0.86% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.05% | 0.41% | 1.12% | Q1 2013 | Q3 2023 | 43 |
CLEAR STREET MARKETS LLC | 12 | 1 | 0.00% | 0.39% | 4.28% | Q2 2013 | Q3 2023 | 43 |
FULTON BANK, N.A. | 43 | 43 | 0.06% | 0.14% | 0.34% | Q2 2013 | Q4 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.07% | 0.19% | 0.39% | Q1 2013 | Q3 2023 | 43 |
Stelac Advisory Services LLC | 42 | 1 | 0.91% | 2.92% | 5.38% | Q4 2012 | Q3 2023 | 43 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.00% | 0.21% | 1.09% | Q4 2013 | Q1 2018 | 43 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.08% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.09% | 0.29% | 0.66% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.02% | 0.14% | 0.38% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.16% | 0.62% | 1.73% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.03% | 0.12% | 0.22% | Q2 2013 | Q3 2023 | 42 |
ADELL HARRIMAN & CARPENTER INC | 42 | 42 | 0.06% | 0.97% | 1.93% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.25% | 0.52% | 0.92% | Q2 2013 | Q3 2023 | 42 |
WHITE PINE CAPITAL LLC | 42 | 42 | 0.04% | 0.15% | 1.03% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.39% | 0.70% | 1.86% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.02% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.51% | 1.57% | 2.49% | Q2 2013 | Q3 2023 | 42 |
Joel Isaacson & Co., LLC | 17 | 12 | 0.02% | 0.05% | 0.16% | Q4 2012 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.03% | 0.09% | 0.35% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.12% | 0.23% | 0.91% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.15% | 0.75% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.02% | 0.17% | 1.20% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.04% | 0.14% | 0.69% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.23% | 0.68% | 1.30% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.02% | 0.09% | 0.74% | Q2 2013 | Q3 2023 | 42 |
Parkside Financial Bank & Trust | 42 | 42 | 0.05% | 0.13% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Jasper Ridge Partners, L.P. | 42 | 42 | 0.15% | 0.58% | 2.60% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HANCOCK WHITNEY CORP | 42 | 42 | 0.01% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.01% | 0.19% | 0.38% | Q2 2013 | Q3 2023 | 42 |
LEE DANNER & BASS INC | 42 | 42 | 0.09% | 0.19% | 0.44% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.19% | 0.64% | 1.18% | Q2 2013 | Q3 2023 | 42 |
SCS Capital Management LLC | 42 | 42 | 0.02% | 0.18% | 0.92% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
HERITAGE INVESTORS MANAGEMENT CORP | 42 | 42 | 0.04% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.02% | 0.11% | 0.72% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.10% | 0.25% | 0.43% | Q2 2013 | Q3 2023 | 42 |
BURNEY CO/ | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BANQUE PICTET & CIE SA | 40 | 40 | 0.05% | 0.36% | 0.80% | Q4 2013 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.02% | 0.33% | 0.57% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 1.64% | 2.33% | 3.80% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.08% | 0.17% | 0.27% | Q2 2013 | Q3 2023 | 42 |
LBMC INVESTMENT ADVISORS, LLC | 42 | 42 | 0.55% | 2.58% | 5.43% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.17% | 0.47% | 0.84% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.26% | 0.45% | 0.69% | Q2 2013 | Q3 2023 | 42 |
ASPIRIANT, LLC | 42 | 42 | 0.15% | 0.49% | 1.65% | Q2 2013 | Q3 2023 | 42 |
FIRST HAWAIIAN BANK | 42 | 42 | 0.04% | 0.12% | 0.29% | Q2 2013 | Q3 2023 | 42 |
WATERS PARKERSON & CO., LLC | 42 | 42 | 0.16% | 0.24% | 0.33% | Q2 2013 | Q3 2023 | 42 |
NEW YORK STATE COMMON RETIREMENT FUND | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Ramsay, Stattman, Vela & Price, Inc. | 42 | 42 | 0.30% | 0.82% | 1.46% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.03% | 0.27% | 0.78% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.03% | 0.16% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Gibson Capital, LLC | 42 | 42 | 0.08% | 0.12% | 0.17% | Q2 2013 | Q3 2023 | 42 |
HM PAYSON & CO | 42 | 42 | 0.02% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.18% | 1.27% | Q2 2013 | Q3 2023 | 42 |
Efficient Advisors, LLC | 42 | 42 | 0.20% | 1.43% | 2.40% | Q2 2013 | Q3 2023 | 42 |
Gradient Investments LLC | 42 | 42 | 0.00% | 0.16% | 1.12% | Q2 2013 | Q3 2023 | 42 |
CAPE COD FIVE CENTS SAVINGS BANK | 42 | 42 | 0.03% | 0.29% | 1.26% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.02% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Windsor Capital Management, LLC | 42 | 42 | 0.12% | 0.64% | 2.43% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
Hudock, Inc. | 42 | 42 | 0.07% | 0.35% | 1.02% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 0.10% | 0.20% | 0.40% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.39% | 1.82% | Q2 2013 | Q3 2023 | 42 |
Consolidated Investment Group LLC | 42 | 42 | 0.12% | 1.68% | 3.68% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.09% | 0.22% | 0.61% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.05% | 0.25% | 0.57% | Q2 2013 | Q3 2023 | 42 |
DEARBORN PARTNERS LLC | 42 | 42 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 33 | 2 | 0.00% | 0.20% | 0.64% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.07% | 0.44% | 1.25% | Q2 2013 | Q3 2023 | 42 |
CAMBRIDGE TRUST CO | 42 | 42 | 0.00% | 0.75% | 2.06% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Twele Capital Management, Inc. | 42 | 42 | 0.04% | 0.97% | 2.61% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CONNABLE OFFICE INC | 42 | 42 | 2.35% | 8.15% | 15.35% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.05% | 0.23% | 0.79% | Q2 2013 | Q3 2023 | 42 |
JMG Financial Group, Ltd. | 42 | 42 | 0.04% | 0.19% | 0.38% | Q2 2013 | Q3 2023 | 42 |
GHP Investment Advisors, Inc. | 42 | 42 | 0.02% | 0.45% | 1.44% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.02% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.05% | 0.12% | 0.34% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.06% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
NORTHEAST INVESTMENT MANAGEMENT | 42 | 42 | 0.10% | 0.47% | 1.29% | Q2 2013 | Q3 2023 | 42 |
JFS WEALTH ADVISORS, LLC | 42 | 42 | 0.03% | 0.17% | 0.59% | Q2 2013 | Q3 2023 | 42 |
Financial Management Professionals, Inc. | 42 | 42 | 0.00% | 0.07% | 1.14% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.19% | 0.41% | 0.65% | Q2 2013 | Q3 2023 | 42 |
BOK Financial Private Wealth, Inc. | 42 | 42 | 0.00% | 0.65% | 1.28% | Q2 2013 | Q3 2023 | 42 |
SIGMA INVESTMENT COUNSELORS INC | 42 | 42 | 0.02% | 0.14% | 0.92% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.01% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 0.17% | 1.12% | 7.72% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.06% | 0.13% | 0.37% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.01% | 0.36% | 1.48% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.34% | 0.71% | 1.31% | Q2 2013 | Q3 2023 | 42 |
SEGALL BRYANT & HAMILL, LLC | 35 | 7 | 0.01% | 0.03% | 0.07% | Q1 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.04% | 0.17% | 0.48% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.02% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.13% | 0.30% | 0.75% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.13% | 0.53% | 1.24% | Q2 2013 | Q3 2023 | 42 |
BURKE & HERBERT BANK & TRUST CO | 42 | 42 | 0.20% | 0.39% | 0.84% | Q2 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.12% | 0.67% | 1.38% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.06% | 0.24% | 0.47% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.07% | 0.18% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.05% | 0.20% | 0.42% | Q2 2013 | Q3 2023 | 42 |
American Investment Services, Inc. | 42 | 42 | 0.11% | 0.20% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Portland Global Advisors LLC | 42 | 42 | 1.43% | 3.35% | 4.41% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.06% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BRIGHTON JONES LLC | 42 | 42 | 0.23% | 0.75% | 1.59% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.72% | 1.71% | 3.99% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK OF OMAHA | 42 | 42 | 0.02% | 0.09% | 0.67% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.01% | 0.37% | 0.96% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.13% | 0.56% | Q4 2012 | Q1 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.02% | 0.25% | 0.93% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 21 | 1 | 0.00% | 0.09% | 0.23% | Q4 2010 | Q3 2023 | 42 |
AMI INVESTMENT MANAGEMENT INC | 42 | 42 | 0.18% | 0.43% | 1.15% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.02% | 0.29% | 1.04% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.06% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.03% | 0.15% | 0.28% | Q2 2013 | Q3 2023 | 42 |
BANK OF HAWAII | 42 | 42 | 0.06% | 0.20% | 0.77% | Q2 2013 | Q3 2023 | 42 |
DUPONT CAPITAL MANAGEMENT CORP | 42 | 42 | 0.38% | 1.96% | 6.92% | Q2 2013 | Q3 2023 | 42 |
Bridgewater Associates | 42 | 42 | 0.10% | 11.48% | 27.34% | Q2 2013 | Q3 2023 | 42 |
ING GROEP NV | 27 | 7 | 0.01% | 0.29% | 1.30% | Q1 2013 | Q3 2023 | 41 |
Savant Capital, LLC | 27 | 14 | 0.02% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 41 |
FORVIS Wealth Advisors, LLC | 41 | 41 | 0.02% | 0.13% | 0.60% | Q3 2013 | Q3 2023 | 41 |
Colonial Trust Advisors | 41 | 41 | 0.02% | 0.38% | 0.97% | Q2 2013 | Q2 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.03% | 0.19% | 0.63% | Q2 2013 | Q3 2023 | 41 |
BROWN ADVISORY INC | 31 | 10 | 0.01% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 41 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 23 | 18 | 0.20% | 2.42% | 8.37% | Q2 2013 | Q3 2023 | 41 |
BOKF, NA | 32 | 9 | 0.19% | 0.63% | 1.79% | Q2 2013 | Q3 2023 | 41 |
CAPTRUST FINANCIAL ADVISORS | 29 | 12 | 0.01% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 41 |
1ST SOURCE BANK | 41 | 41 | 0.13% | 0.67% | 1.60% | Q3 2013 | Q3 2023 | 41 |
Cetera Investment Advisers | 32 | 32 | 0.00% | 0.12% | 0.86% | Q4 2015 | Q3 2023 | 41 |
Smithfield Trust Co | 40 | 1 | 0.01% | 0.38% | 0.76% | Q2 2013 | Q3 2023 | 41 |
First Financial Bank - Trust Division | 41 | 41 | 0.51% | 1.14% | 2.00% | Q4 2013 | Q4 2023 | 41 |
Choate Investment Advisors | 21 | 20 | 0.01% | 0.25% | 1.02% | Q2 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.09% | 0.20% | 0.53% | Q3 2013 | Q4 2023 | 41 |
SOL Capital Management CO | 41 | 41 | 0.05% | 0.25% | 0.64% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.02% | 0.06% | 0.12% | Q3 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q2 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.44% | 3.27% | Q3 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.02% | 0.17% | Q3 2013 | Q3 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 34 | 7 | 0.00% | 0.04% | 0.31% | Q2 2013 | Q3 2023 | 41 |
Johnson Financial Group, Inc. | 37 | 4 | 0.00% | 0.12% | 0.36% | Q2 2013 | Q3 2023 | 41 |
OARSMAN CAPITAL, INC. | 27 | 14 | 0.10% | 0.26% | 0.59% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.04% | 0.22% | 0.54% | Q4 2013 | Q4 2023 | 41 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 31 | 10 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Evensky & Katz LLC | 40 | 1 | 0.00% | 0.15% | 4.42% | Q2 2013 | Q3 2023 | 41 |
Baystate Wealth Management LLC | 40 | 1 | 0.01% | 0.64% | 2.17% | Q2 2013 | Q3 2023 | 41 |
Capula Management Ltd | 10 | 1 | 0.00% | 8.30% | 50.04% | Q4 2015 | Q2 2023 | 41 |
FRANKLIN RESOURCES INC | 38 | 3 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
BAILARD, INC. | 31 | 10 | 0.04% | 1.18% | 9.40% | Q2 2013 | Q3 2023 | 41 |
THRIVENT FINANCIAL FOR LUTHERANS | 37 | 4 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
Citizens Business Bank | 23 | 3 | 0.03% | 0.53% | 1.46% | Q4 2012 | Q3 2023 | 41 |
MIDDLETON & CO INC/MA | 39 | 2 | 0.04% | 0.28% | 1.40% | Q2 2013 | Q3 2023 | 41 |
Dorsey & Whitney Trust CO LLC | 41 | 41 | 0.04% | 0.11% | 0.23% | Q2 2013 | Q2 2023 | 41 |
COLDSTREAM CAPITAL MANAGEMENT INC | 37 | 4 | 0.11% | 0.44% | 0.85% | Q2 2013 | Q3 2023 | 41 |
GOULD ASSET MANAGEMENT LLC /CA/ | 26 | 4 | 0.10% | 0.27% | 0.85% | Q2 2013 | Q3 2023 | 40 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 4 | 0.05% | 0.13% | 0.35% | Q2 2013 | Q3 2023 | 40 |
Pure Financial Advisors, LLC | 22 | 18 | 0.01% | 0.13% | 0.44% | Q2 2013 | Q4 2023 | 40 |
Cubic Asset Management, LLC | 37 | 3 | 0.06% | 0.12% | 0.17% | Q2 2013 | Q2 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.18% | 0.82% | 1.68% | Q4 2013 | Q3 2023 | 40 |
Moreno Evelyn V | 40 | 40 | 0.16% | 0.43% | 1.05% | Q4 2013 | Q3 2023 | 40 |
Advisory Services Network, LLC | 27 | 1 | 0.04% | 0.14% | 0.50% | Q2 2013 | Q3 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 1.01% | 1.85% | 2.47% | Q4 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.09% | 0.22% | 0.30% | Q2 2013 | Q1 2023 | 40 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 40 | 40 | 0.01% | 0.13% | 0.45% | Q4 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.08% | 0.21% | 0.46% | Q4 2013 | Q3 2023 | 40 |
GREENLEAF TRUST | 33 | 7 | 0.00% | 0.40% | 1.38% | Q2 2013 | Q3 2023 | 40 |
EARNEST PARTNERS LLC | 40 | 40 | 0.00% | 0.04% | 0.84% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.06% | 0.51% | 1.25% | Q4 2013 | Q4 2023 | 40 |
FISHMAN JAY A LTD/MI | 40 | 40 | 0.05% | 0.18% | 0.73% | Q2 2013 | Q1 2023 | 40 |
Blue Fin Capital, Inc. | 40 | 40 | 0.71% | 2.20% | 3.74% | Q4 2013 | Q3 2023 | 40 |
Private Ocean, LLC | 40 | 40 | 0.00% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 40 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 40 | 40 | 0.02% | 0.07% | 0.11% | Q4 2013 | Q3 2023 | 40 |
Ancora Advisors LLC | 30 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 40 |
EFG Asset Management (Americas) Corp. | 40 | 40 | 0.62% | 2.47% | 9.54% | Q4 2013 | Q3 2023 | 40 |
Financial Planning & Information Services, Inc. | 40 | 40 | 0.13% | 1.93% | 6.28% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 0.01% | 0.07% | 0.26% | Q4 2013 | Q3 2023 | 40 |
Hirtle Callaghan & Co LLC | 35 | 5 | 3.59% | 12.82% | 58.16% | Q3 2013 | Q3 2023 | 40 |
Franklin, Parlapiano, Turner & Welch, LLC | 27 | 1 | 0.06% | 0.25% | 0.91% | Q4 2012 | Q3 2023 | 40 |
TOMPKINS FINANCIAL CORP | 32 | 1 | 0.00% | 0.22% | 0.44% | Q2 2013 | Q4 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.02% | 0.16% | 0.44% | Q4 2013 | Q3 2023 | 40 |
Graham Capital Management, L.P. | 11 | 1 | 0.07% | 2.78% | 17.03% | Q2 2013 | Q1 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.02% | 0.27% | 0.90% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.06% | 0.13% | 0.20% | Q2 2013 | Q3 2023 | 40 |
FDx Advisors, Inc. | 40 | 40 | 0.02% | 0.25% | 1.42% | Q4 2013 | Q3 2023 | 40 |
Rafferty Asset Management, LLC | 27 | 3 | 0.01% | 2.44% | 11.56% | Q2 2013 | Q3 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 0.20% | 0.79% | 1.22% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.05% | 0.19% | 0.34% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.26% | 0.68% | 1.44% | Q4 2013 | Q3 2023 | 40 |
GREAT LAKES ADVISORS, LLC | 40 | 40 | 0.00% | 0.09% | 0.20% | Q2 2013 | Q1 2023 | 40 |
Atlas Brown,Inc. | 39 | 1 | 0.10% | 0.47% | 1.05% | Q2 2013 | Q3 2023 | 40 |
Regal Investment Advisors LLC | 27 | 1 | 0.01% | 1.16% | 2.17% | Q2 2013 | Q3 2023 | 40 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.14% | 0.37% | Q2 2015 | Q3 2023 | 40 |
Main Management LLC | 32 | 3 | 0.18% | 4.49% | 10.81% | Q2 2013 | Q3 2023 | 40 |
PENINSULA ASSET MANAGEMENT INC | 39 | 39 | 0.17% | 1.29% | 5.55% | Q2 2013 | Q4 2022 | 39 |
Neuberger Berman Group LLC | 22 | 3 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.04% | 0.09% | 0.12% | Q2 2013 | Q4 2022 | 39 |
ARGI Investment Services, LLC | 39 | 39 | 0.01% | 0.10% | 0.48% | Q2 2013 | Q4 2022 | 39 |
Verition Fund Management LLC | 8 | 1 | 0.00% | 0.17% | 0.80% | Q3 2013 | Q3 2023 | 39 |
Tower Research Capital LLC (TRC) | 17 | 2 | 0.00% | 0.92% | 7.62% | Q2 2013 | Q3 2023 | 39 |
Atria Investments, Inc | 27 | 12 | 0.03% | 0.20% | 0.91% | Q2 2013 | Q3 2023 | 39 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 26 | 4 | 0.06% | 0.20% | 0.60% | Q3 2013 | Q3 2023 | 39 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q1 2022 | 39 |
Rothschild & Co Wealth Management UK Ltd | 39 | 39 | 0.01% | 0.06% | 0.17% | Q1 2014 | Q3 2023 | 39 |
Thomasville National Bank | 27 | 12 | 0.04% | 0.13% | 0.23% | Q3 2013 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.02% | 0.04% | 0.16% | Q2 2013 | Q4 2022 | 39 |
HITE Hedge Asset Management LLC | 39 | 39 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q4 2022 | 39 |
Keel Point, LLC | 35 | 35 | 0.00% | 1.97% | 9.14% | Q1 2015 | Q3 2023 | 39 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 36 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 39 |
Peak Asset Management, LLC | 36 | 36 | 0.00% | 0.28% | 0.84% | Q4 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.19% | 0.41% | 0.83% | Q2 2013 | Q4 2022 | 39 |
North Star Investment Management Corp. | 39 | 39 | 0.02% | 0.06% | 0.12% | Q1 2014 | Q3 2023 | 39 |
1834 INVESTMENT ADVISORS CO | 37 | 2 | 0.02% | 0.29% | 1.00% | Q2 2013 | Q2 2023 | 39 |
WEDBUSH SECURITIES INC | 30 | 9 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 39 |
Oakworth Capital, Inc. | 30 | 9 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 1.06% | 1.57% | 2.39% | Q2 2013 | Q4 2022 | 39 |
CHOREO, LLC | 39 | 39 | 0.02% | 0.10% | 0.21% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.03% | 0.07% | 0.17% | Q1 2014 | Q3 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.00% | 0.24% | 0.91% | Q2 2014 | Q4 2023 | 39 |
Hilltop Holdings Inc. | 39 | 39 | 0.05% | 0.19% | 0.83% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.05% | 0.11% | 0.52% | Q1 2014 | Q3 2023 | 39 |
LBJ Family Wealth Advisors, Ltd. | 37 | 1 | 0.54% | 1.15% | 2.63% | Q4 2013 | Q4 2023 | 38 |
Garde Capital, Inc. | 38 | 38 | 0.02% | 0.21% | 1.00% | Q2 2014 | Q3 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2022 | 38 |
Endurance Wealth Management, Inc. | 34 | 4 | 0.01% | 0.53% | 2.84% | Q2 2013 | Q2 2023 | 38 |
PineBridge Investments, L.P. | 21 | 1 | 0.00% | 0.26% | 2.66% | Q2 2013 | Q3 2023 | 38 |
BRIDGES INVESTMENT MANAGEMENT INC | 24 | 14 | 0.03% | 0.47% | 1.49% | Q2 2013 | Q3 2023 | 38 |
CASTLEARK MANAGEMENT LLC | 29 | 9 | 0.00% | 0.93% | 2.66% | Q2 2013 | Q3 2023 | 38 |
TORONTO DOMINION BANK | 26 | 1 | 0.00% | 0.07% | 0.63% | Q1 2013 | Q3 2023 | 38 |
Kingsview Wealth Management, LLC | 13 | 5 | 0.00% | 0.04% | 0.22% | Q2 2017 | Q3 2023 | 38 |
Capital Directions Investment Advisors, LLC | 31 | 7 | 0.18% | 1.37% | 2.90% | Q2 2013 | Q4 2022 | 38 |
HEADINVEST, LLC | 37 | 1 | 0.02% | 0.15% | 0.63% | Q2 2013 | Q3 2023 | 38 |
LINCOLN NATIONAL CORP | 38 | 38 | 0.13% | 11.65% | 28.72% | Q2 2014 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.06% | 0.09% | 0.22% | Q2 2013 | Q3 2022 | 38 |
SHELTON CAPITAL MANAGEMENT | 33 | 1 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 38 |
Perigon Wealth Management, LLC | 30 | 1 | 0.06% | 0.39% | 1.64% | Q3 2011 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2022 | 38 |
Alexandria Capital, LLC | 34 | 34 | 0.00% | 0.68% | 1.67% | Q2 2013 | Q3 2021 | 38 |
CREDIT AGRICOLE S A | 22 | 2 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 38 |
Brinker Capital Investments, LLC | 38 | 38 | 0.01% | 0.15% | 0.59% | Q2 2013 | Q3 2022 | 38 |
Marquette Asset Management, LLC | 35 | 2 | 0.10% | 0.76% | 1.49% | Q3 2013 | Q2 2023 | 37 |
COLONY GROUP LLC | 26 | 11 | 0.03% | 0.34% | 2.34% | Q2 2013 | Q3 2023 | 37 |
FIRST NATIONAL BANK SIOUX FALLS | 26 | 11 | 0.02% | 0.58% | 1.34% | Q2 2013 | Q3 2023 | 37 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 37 | 37 | 0.07% | 0.26% | 0.40% | Q2 2013 | Q2 2022 | 37 |
WMS Partners, LLC | 29 | 8 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 37 |
Narwhal Capital Management | 32 | 5 | 0.06% | 0.15% | 0.28% | Q3 2013 | Q3 2023 | 37 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 32 | 5 | 0.07% | 0.12% | 0.32% | Q2 2014 | Q3 2023 | 37 |
AlphaMark Advisors, LLC | 28 | 9 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 37 |
MACQUARIE GROUP LTD | 27 | 3 | 0.00% | 0.00% | 0.07% | Q2 2013 | Q3 2023 | 37 |
Waldron Private Wealth LLC | 37 | 37 | 0.11% | 1.11% | 3.71% | Q4 2013 | Q4 2022 | 37 |
ENTERPRISE FINANCIAL SERVICES CORP | 37 | 37 | 0.12% | 0.97% | 2.57% | Q2 2013 | Q2 2022 | 37 |
VOYA INVESTMENT MANAGEMENT LLC | 21 | 3 | 0.00% | 0.03% | 0.27% | Q2 2013 | Q3 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.01% | 0.02% | 0.03% | Q4 2014 | Q4 2023 | 37 |
Capital Analysts, LLC | 17 | 6 | 0.00% | 0.06% | 0.27% | Q4 2012 | Q3 2023 | 37 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 36 | 36 | 0.03% | 0.31% | 0.90% | Q2 2013 | Q1 2022 | 36 |
Bach Option Ltd | 17 | 17 | 0.14% | 0.88% | 2.95% | Q4 2015 | Q4 2019 | 36 |
Community Bank, N.A. | 36 | 36 | 0.01% | 0.04% | 0.22% | Q4 2014 | Q3 2023 | 36 |
MONETA GROUP INVESTMENT ADVISORS LLC | 34 | 1 | 0.05% | 0.28% | 3.76% | Q4 2014 | Q3 2023 | 36 |
Texas Yale Capital Corp. | 36 | 36 | 0.01% | 0.09% | 0.21% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.03% | 0.94% | 2.15% | Q2 2013 | Q1 2022 | 36 |
Analyst IMS Investment Management Services Ltd. | 36 | 36 | 0.22% | 0.70% | 2.37% | Q4 2014 | Q3 2023 | 36 |
Diversified Portfolios, Inc. | 36 | 36 | 0.07% | 0.29% | 0.69% | Q4 2014 | Q3 2023 | 36 |
Meristem Family Wealth, LLC | 36 | 36 | 0.07% | 0.33% | 0.58% | Q2 2013 | Q1 2022 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.50% | 1.14% | 2.84% | Q4 2014 | Q3 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.02% | 0.25% | 0.63% | Q4 2014 | Q3 2023 | 36 |
OLD SECOND NATIONAL BANK OF AURORA | 36 | 36 | 0.02% | 0.10% | 0.17% | Q4 2014 | Q3 2023 | 36 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 36 | 36 | 0.05% | 0.17% | 0.31% | Q2 2013 | Q1 2022 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.12% | 1.13% | 2.94% | Q4 2014 | Q3 2023 | 36 |
Moors & Cabot, Inc. | 30 | 6 | 0.02% | 0.04% | 0.08% | Q1 2014 | Q3 2023 | 36 |
Archford Capital Strategies, LLC | 35 | 1 | 0.00% | 0.67% | 2.40% | Q1 2014 | Q3 2023 | 36 |
Canal Capital Management, LLC | 36 | 36 | 0.04% | 0.58% | 1.31% | Q4 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.30% | 0.43% | 0.89% | Q2 2013 | Q1 2022 | 36 |
MAI Capital Management | 36 | 36 | 0.11% | 0.46% | 1.35% | Q4 2014 | Q3 2023 | 36 |
Roof Eidam Maycock Peralta, LLC | 36 | 36 | 0.16% | 0.38% | 0.59% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.11% | 0.38% | Q4 2014 | Q3 2023 | 36 |
Institute for Wealth Management, LLC. | 19 | 6 | 0.00% | 0.70% | 3.38% | Q2 2013 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 0.38% | 0.56% | 0.95% | Q4 2014 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.01% | 0.36% | 1.37% | Q2 2013 | Q1 2022 | 36 |
Glenview Trust Co | 28 | 1 | 0.13% | 0.67% | 1.41% | Q4 2008 | Q3 2023 | 36 |
Verger Capital Management LLC | 36 | 36 | 3.48% | 5.11% | 8.00% | Q4 2014 | Q3 2023 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.06% | 0.30% | 0.65% | Q2 2013 | Q1 2022 | 36 |
BALASA DINVERNO & FOLTZ LLC | 35 | 35 | 0.01% | 0.09% | 0.49% | Q2 2013 | Q4 2021 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.08% | 0.47% | 1.93% | Q2 2013 | Q4 2021 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 1.23% | 2.26% | Q2 2013 | Q4 2021 | 35 |
Chesley Taft & Associates LLC | 32 | 3 | 0.03% | 0.16% | 0.55% | Q2 2013 | Q3 2023 | 35 |
PERRITT CAPITAL MANAGEMENT INC | 35 | 35 | 0.22% | 0.54% | 1.40% | Q1 2015 | Q3 2023 | 35 |
Pinnacle Holdings, LLC | 17 | 1 | 0.07% | 0.11% | 0.14% | Q2 2013 | Q3 2023 | 35 |
First Washington CORP | 35 | 35 | 0.02% | 0.54% | 1.17% | Q2 2013 | Q4 2021 | 35 |
Roble, Belko & Company, Inc | 35 | 35 | 0.12% | 0.34% | 0.94% | Q1 2015 | Q3 2023 | 35 |
Emery Howard Portfolio Management, Inc. | 35 | 35 | 0.30% | 0.98% | 2.00% | Q2 2013 | Q4 2021 | 35 |
Brown Advisory Securities, LLC | 35 | 35 | 0.04% | 0.25% | 0.48% | Q2 2013 | Q4 2021 | 35 |
BSW Wealth Partners | 33 | 1 | 0.26% | 2.17% | 10.52% | Q2 2013 | Q3 2023 | 35 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.11% | 0.37% | Q2 2013 | Q3 2019 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q4 2021 | 35 |
Allworth Financial LP | 35 | 35 | 0.01% | 0.02% | 0.06% | Q1 2015 | Q3 2023 | 35 |
St. Johns Investment Management Company, LLC | 25 | 10 | 0.00% | 1.04% | 1.79% | Q1 2014 | Q1 2023 | 35 |
SpiderRock Advisors, LLC | 19 | 1 | 0.00% | 0.20% | 0.87% | Q1 2017 | Q3 2023 | 35 |
Sunbelt Securities, Inc. | 26 | 9 | 0.07% | 0.31% | 0.60% | Q4 2014 | Q3 2023 | 35 |
ASSOCIATED BANC-CORP | 35 | 35 | 0.02% | 0.11% | 0.21% | Q2 2013 | Q4 2021 | 35 |
STRS OHIO | 35 | 35 | 0.14% | 0.32% | 0.81% | Q2 2013 | Q4 2021 | 35 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 35 | 35 | 0.02% | 0.11% | 0.20% | Q2 2013 | Q4 2021 | 35 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
Greenwich Wealth Management LLC | 32 | 3 | 0.02% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 35 |
TWO SIGMA INVESTMENTS, LP | 10 | 1 | 0.00% | 0.01% | 0.12% | Q4 2013 | Q2 2021 | 35 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 23 | 1 | 0.03% | 0.21% | 0.35% | Q4 2013 | Q3 2023 | 35 |
Hexavest Inc. | 34 | 34 | 0.03% | 0.86% | 1.82% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.05% | 0.10% | 0.19% | Q2 2015 | Q3 2023 | 34 |
GRIMES & COMPANY, INC. | 34 | 34 | 0.06% | 0.39% | 1.87% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.01% | 0.32% | 1.12% | Q2 2015 | Q3 2023 | 34 |
Montecito Bank & Trust | 23 | 1 | 0.05% | 0.91% | 3.93% | Q2 2013 | Q1 2023 | 34 |
MURPHY CAPITAL MANAGEMENT INC | 25 | 9 | 0.03% | 0.12% | 0.24% | Q2 2013 | Q2 2022 | 34 |
Freestone Capital Holdings, LLC | 32 | 32 | 0.00% | 0.47% | 2.28% | Q4 2015 | Q3 2023 | 34 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 34 | 34 | 0.36% | 1.50% | 3.87% | Q1 2013 | Q2 2021 | 34 |
BOSTON FINANCIAL MANGEMENT LLC | 29 | 5 | 0.01% | 0.13% | 0.51% | Q2 2013 | Q3 2023 | 34 |
MYCIO WEALTH PARTNERS, LLC | 27 | 2 | 0.05% | 0.42% | 1.85% | Q2 2013 | Q3 2023 | 34 |
DAVIS R M INC | 25 | 9 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.16% | 1.24% | 2.52% | Q2 2013 | Q3 2021 | 34 |
WASHINGTON TRUST BANK | 24 | 2 | 0.04% | 0.61% | 2.90% | Q3 2013 | Q3 2023 | 34 |
NICHOLS & PRATT ADVISERS LLP /MA | 34 | 34 | 0.02% | 0.12% | 0.49% | Q2 2013 | Q3 2021 | 34 |
Laurion Capital Management LP | 7 | 1 | 0.02% | 0.33% | 2.26% | Q4 2013 | Q4 2019 | 34 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.28% | 1.97% | Q3 2016 | Q3 2023 | 34 |
Partnervest Advisory Services LLC | 30 | 30 | 0.00% | 1.06% | 7.40% | Q2 2013 | Q3 2020 | 34 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.11% | 0.28% | Q4 2015 | Q3 2023 | 34 |
SALEM INVESTMENT COUNSELORS INC | 18 | 16 | 0.02% | 0.40% | 1.04% | Q2 2013 | Q3 2023 | 34 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.03% | 0.13% | 0.57% | Q2 2015 | Q3 2023 | 34 |
Psagot Value Holdings Ltd. | 34 | 34 | 0.05% | 0.80% | 2.40% | Q2 2013 | Q3 2021 | 34 |
Roundview Capital LLC | 28 | 3 | 0.03% | 1.08% | 2.86% | Q2 2013 | Q2 2023 | 34 |
Tradewinds Capital Management, LLC | 34 | 34 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q1 2022 | 34 |
PEAK6 Investments LLC | 14 | 14 | 0.00% | 0.03% | 0.19% | Q2 2020 | Q3 2023 | 34 |
KINGS POINT CAPITAL MANAGEMENT | 24 | 3 | 0.01% | 0.11% | 0.28% | Q3 2013 | Q1 2022 | 33 |
Sageworth Trust Co | 33 | 33 | 0.07% | 0.62% | 2.41% | Q3 2015 | Q3 2023 | 33 |
Courage Miller Partners, LLC | 33 | 33 | 0.15% | 0.21% | 0.26% | Q3 2015 | Q3 2023 | 33 |
HOWLAND CAPITAL MANAGEMENT LLC | 13 | 9 | 0.02% | 0.17% | 1.30% | Q2 2013 | Q3 2023 | 33 |
STALEY CAPITAL ADVISERS INC | 20 | 1 | 0.02% | 0.11% | 0.30% | Q3 2013 | Q3 2023 | 33 |
Dakota Wealth Management | 32 | 1 | 0.01% | 2.48% | 4.74% | Q4 2014 | Q3 2023 | 33 |
BAHL & GAYNOR INC | 32 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2022 | 33 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.01% | 1.11% | 5.94% | Q2 2013 | Q3 2023 | 33 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 33 | 33 | 0.12% | 0.24% | 0.57% | Q4 2014 | Q4 2022 | 33 |
ALESCO ADVISORS LLC | 14 | 7 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q1 2022 | 33 |
Shoker Investment Counsel, Inc. | 33 | 33 | 0.68% | 1.91% | 2.75% | Q4 2013 | Q4 2021 | 33 |
ProVise Management Group, LLC | 27 | 2 | 0.02% | 0.13% | 0.71% | Q2 2013 | Q2 2022 | 33 |
Linscomb & Williams, Inc. | 20 | 1 | 0.05% | 0.26% | 0.69% | Q2 2013 | Q3 2023 | 33 |
IRON Financial LLC | 33 | 33 | 0.09% | 0.45% | 1.50% | Q4 2013 | Q4 2021 | 33 |
Swan Global Investments, LLC | 33 | 33 | 0.02% | 0.48% | 1.07% | Q2 2015 | Q2 2023 | 33 |
CAPITAL FUND MANAGEMENT S.A. | 5 | 1 | 0.00% | 0.07% | 0.59% | Q2 2015 | Q3 2021 | 33 |
AMERICAN INTERNATIONAL GROUP, INC. | 21 | 12 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 33 |
TELEMUS CAPITAL, LLC | 24 | 9 | 0.04% | 0.17% | 0.40% | Q3 2013 | Q3 2023 | 33 |
DEUTSCHE BANK AG\ | 24 | 3 | 0.00% | 0.08% | 0.29% | Q2 2014 | Q3 2023 | 33 |
ELM ADVISORS, LLC | 33 | 33 | 0.17% | 0.33% | 0.49% | Q4 2013 | Q4 2021 | 33 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 25 | 8 | 0.00% | 0.12% | 0.26% | Q2 2015 | Q3 2023 | 33 |
BLB&B Advisors, LLC | 33 | 33 | 0.09% | 0.14% | 0.26% | Q3 2015 | Q3 2023 | 33 |
Financial Architects, Inc | 29 | 3 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q2 2021 | 33 |
GFS Advisors, LLC | 15 | 1 | 0.05% | 0.32% | 0.66% | Q2 2013 | Q3 2023 | 33 |
Truepoint, Inc. | 33 | 33 | 0.04% | 0.31% | 2.17% | Q3 2015 | Q3 2023 | 33 |
1832 Asset Management L.P. | 33 | 33 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q3 2023 | 33 |
Calamos Wealth Management LLC | 21 | 12 | 0.02% | 0.21% | 0.50% | Q2 2015 | Q3 2023 | 33 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 21 | 2 | 0.01% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 33 |
Paradigm Financial Advisors, LLC | 32 | 32 | 0.06% | 0.21% | 0.44% | Q1 2014 | Q4 2021 | 32 |
Litman Gregory Wealth Management LLC | 25 | 1 | 0.05% | 0.45% | 4.69% | Q2 2013 | Q3 2023 | 32 |
E&G Advisors, LP | 32 | 32 | 0.16% | 0.30% | 0.44% | Q4 2015 | Q3 2023 | 32 |
NatWest Group plc | 28 | 2 | 0.05% | 2.54% | 15.62% | Q2 2013 | Q4 2020 | 32 |
Crestone Asset Management LLC | 32 | 32 | 1.09% | 2.88% | 5.19% | Q4 2015 | Q3 2023 | 32 |
THOMAS WHITE INTERNATIONAL LTD | 24 | 1 | 0.00% | 0.39% | 2.96% | Q3 2013 | Q2 2023 | 32 |
WEALTHSOURCE PARTNERS, LLC | 16 | 14 | 0.00% | 0.38% | 1.29% | Q1 2016 | Q3 2023 | 32 |
PAYDEN & RYGEL | 31 | 31 | 0.00% | 0.02% | 0.45% | Q2 2013 | Q4 2020 | 32 |
RBF Capital, LLC | 19 | 1 | 0.05% | 0.17% | 0.73% | Q1 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q4 2023 | 32 |
ROCKLAND TRUST CO | 28 | 1 | 0.05% | 0.08% | 0.16% | Q3 2013 | Q3 2023 | 32 |
McCutchen Group LLC | 32 | 32 | 0.15% | 0.58% | 1.55% | Q4 2014 | Q3 2022 | 32 |
LS Investment Advisors, LLC | 22 | 1 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q4 2022 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 0.98% | 1.51% | 2.36% | Q4 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.20% | 0.59% | 1.32% | Q2 2013 | Q1 2021 | 32 |
River Wealth Advisors LLC | 32 | 32 | 0.19% | 0.81% | 2.62% | Q4 2015 | Q3 2023 | 32 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.10% | 0.77% | Q2 2013 | Q4 2022 | 32 |
Harbour Capital Advisors, LLC | 19 | 3 | 0.06% | 0.69% | 1.69% | Q1 2013 | Q2 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.02% | 0.29% | 0.60% | Q4 2015 | Q3 2023 | 32 |
Mandatum Life Insurance Co Ltd | 32 | 32 | 0.13% | 0.66% | 2.02% | Q4 2015 | Q3 2023 | 32 |
ARGENTIERE CAPITAL AG | 6 | 1 | 0.10% | 6.45% | 38.66% | Q3 2014 | Q2 2019 | 32 |
Grove Bank & Trust | 32 | 32 | 0.04% | 0.66% | 1.29% | Q4 2015 | Q3 2023 | 32 |
EAGLE GLOBAL ADVISORS LLC | 32 | 32 | 0.01% | 0.02% | 0.08% | Q3 2013 | Q2 2021 | 32 |
Bangor Savings Bank | 26 | 6 | 0.00% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 32 |
FIRST INTERSTATE BANK | 21 | 10 | 0.16% | 0.54% | 1.07% | Q4 2015 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.03% | 0.18% | 0.60% | Q2 2014 | Q4 2021 | 31 |
Pictet North America Advisors SA | 31 | 31 | 0.96% | 2.11% | 4.25% | Q1 2016 | Q3 2023 | 31 |
Smith & Howard Wealth Management, LLC | 22 | 1 | 0.00% | 1.46% | 4.70% | Q2 2013 | Q3 2023 | 31 |
FACTORY MUTUAL INSURANCE CO | 15 | 4 | 0.15% | 0.48% | 2.25% | Q2 2013 | Q3 2023 | 31 |
PROFFITT & GOODSON INC | 31 | 31 | 0.06% | 0.13% | 0.30% | Q1 2016 | Q3 2023 | 31 |
ST GERMAIN D J CO INC | 28 | 3 | 0.00% | 0.64% | 1.03% | Q2 2013 | Q4 2023 | 31 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 21 | 9 | 0.00% | 0.05% | 0.69% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.36% | 0.85% | 1.16% | Q1 2016 | Q3 2023 | 31 |
Frontier Wealth Management LLC | 31 | 31 | 0.03% | 0.32% | 1.19% | Q4 2014 | Q2 2022 | 31 |
Wharton Business Group, LLC | 30 | 1 | 0.02% | 0.40% | 2.96% | Q2 2013 | Q4 2021 | 31 |
BARINGS LLC | 14 | 12 | 0.01% | 3.82% | 9.39% | Q4 2013 | Q2 2020 | 31 |
Ayalon Insurance Comp Ltd. | 24 | 3 | 0.01% | 0.47% | 1.72% | Q1 2015 | Q3 2023 | 31 |
Waverly Advisors, LLC | 20 | 1 | 0.01% | 0.50% | 2.76% | Q2 2013 | Q3 2023 | 31 |
FIRST UNITED BANK & TRUST | 25 | 2 | 0.09% | 0.51% | 1.83% | Q2 2013 | Q1 2022 | 31 |
Van Hulzen Asset Management, LLC | 14 | 7 | 0.03% | 0.12% | 0.40% | Q4 2014 | Q3 2023 | 31 |
COMPTON CAPITAL MANAGEMENT INC /RI | 27 | 4 | 0.08% | 0.15% | 0.24% | Q2 2013 | Q3 2021 | 31 |
Intercontinental Wealth Advisors, LLC | 31 | 31 | 0.36% | 0.80% | 1.38% | Q4 2015 | Q2 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2023 | 31 |
St. Louis Trust Co | 27 | 4 | 0.13% | 0.30% | 0.67% | Q4 2015 | Q3 2023 | 31 |
Adams Asset Advisors, LLC | 17 | 6 | 0.12% | 0.18% | 0.25% | Q2 2013 | Q2 2021 | 31 |
PRUDENTIAL PLC | 31 | 31 | 0.00% | 0.26% | 3.48% | Q1 2016 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.37% | 0.60% | 0.87% | Q1 2016 | Q3 2023 | 31 |
Harel Insurance Investments & Financial Services Ltd. | 31 | 31 | 0.00% | 1.00% | 8.24% | Q1 2016 | Q3 2023 | 31 |
CWM, LLC | 23 | 8 | 0.00% | 0.05% | 0.48% | Q4 2015 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.01% | 0.04% | 0.10% | Q4 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.02% | 0.13% | 0.26% | Q1 2016 | Q3 2023 | 31 |
MOODY LYNN & LIEBERSON, LLC | 22 | 1 | 0.02% | 0.19% | 1.95% | Q3 2013 | Q2 2023 | 30 |
Winch Advisory Services, LLC | 27 | 3 | 0.00% | 0.48% | 2.37% | Q1 2014 | Q3 2023 | 30 |
VESTOR CAPITAL, LLC | 21 | 9 | 0.01% | 0.08% | 0.44% | Q4 2014 | Q3 2022 | 30 |
SEI INVESTMENTS CO | 24 | 1 | 0.00% | 0.09% | 1.04% | Q4 2014 | Q3 2023 | 30 |
Cartica Management, LLC | 13 | 4 | 2.20% | 51.64% | 100.00% | Q4 2013 | Q4 2021 | 30 |
Intersect Capital LLC | 30 | 30 | 0.26% | 0.61% | 0.94% | Q4 2014 | Q1 2022 | 30 |
PEDDOCK CAPITAL ADVISORS, LLC | 23 | 7 | 0.09% | 0.71% | 1.47% | Q4 2013 | Q3 2023 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.01% | 0.13% | 0.39% | Q2 2016 | Q3 2023 | 30 |
CSS LLC/IL | 11 | 1 | 0.00% | 0.14% | 0.56% | Q1 2017 | Q3 2023 | 30 |
ARROW FINANCIAL CORP | 29 | 1 | 0.00% | 1.26% | 4.85% | Q1 2015 | Q3 2023 | 30 |
HOWARD HUGHES MEDICAL INSTITUTE | 24 | 6 | 0.03% | 11.27% | 39.11% | Q2 2013 | Q1 2023 | 30 |
Brookstone Capital Management | 25 | 1 | 0.01% | 0.28% | 2.47% | Q3 2014 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.07% | 0.27% | 0.70% | Q2 2013 | Q3 2020 | 30 |
Plante Moran Financial Advisors, LLC | 27 | 1 | 0.00% | 0.05% | 0.16% | Q2 2013 | Q1 2023 | 30 |
FCG ADVISORS, LLC | 30 | 30 | 0.06% | 1.26% | 5.10% | Q2 2013 | Q3 2020 | 30 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 28 | 2 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q2 2021 | 30 |
Diversified Trust Co | 29 | 1 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q4 2023 | 30 |
Filament LLC | 30 | 30 | 0.28% | 0.98% | 8.54% | Q2 2013 | Q3 2020 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.08% | 0.17% | 0.28% | Q2 2016 | Q3 2023 | 30 |
Polaris Wealth Advisory Group, LLC | 29 | 1 | 0.00% | 0.98% | 1.82% | Q1 2014 | Q3 2023 | 30 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.14% | 0.48% | Q2 2013 | Q3 2023 | 30 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 30 | 30 | 0.30% | 0.75% | 2.41% | Q2 2013 | Q3 2020 | 30 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 0.64% | 1.45% | Q3 2017 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 0.66% | 1.91% | 3.14% | Q2 2013 | Q3 2020 | 30 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.00% | 0.10% | 0.18% | Q1 2018 | Q3 2023 | 30 |
Klingman & Associates, LLC | 24 | 1 | 0.01% | 0.07% | 0.10% | Q4 2014 | Q3 2023 | 30 |
ROPES WEALTH ADVISORS LLC | 30 | 30 | 0.00% | 0.17% | 0.30% | Q1 2015 | Q2 2022 | 30 |
Country Club Trust Company, n.a. | 14 | 1 | 0.08% | 0.53% | 0.80% | Q2 2013 | Q4 2021 | 30 |
MML INVESTORS SERVICES, LLC | 26 | 3 | 0.10% | 0.43% | 2.37% | Q2 2015 | Q3 2023 | 29 |
Aureus Asset Management, LLC | 28 | 1 | 0.04% | 0.15% | 0.26% | Q3 2015 | Q3 2023 | 29 |
AE Wealth Management LLC | 28 | 28 | 0.00% | 0.06% | 0.45% | Q4 2016 | Q3 2023 | 29 |
TUDOR INVESTMENT CORP ET AL | 6 | 1 | 0.00% | 2.17% | 18.21% | Q3 2013 | Q2 2023 | 29 |
WHALEROCK POINT PARTNERS, LLC | 27 | 2 | 0.10% | 0.43% | 0.86% | Q3 2015 | Q3 2023 | 29 |
RiverFront Investment Group, LLC | 21 | 8 | 0.01% | 0.86% | 3.36% | Q4 2008 | Q4 2022 | 29 |
Newfoundland Capital Management | 14 | 1 | 0.04% | 2.02% | 13.22% | Q2 2017 | Q3 2022 | 29 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 17 | 1 | 0.04% | 0.26% | 1.17% | Q2 2014 | Q3 2022 | 29 |
Sensible Financial Planning & Management, LLC. | 20 | 9 | 0.08% | 0.14% | 0.22% | Q3 2014 | Q3 2022 | 29 |
DRW Securities, LLC | 6 | 1 | 0.02% | 2.33% | 10.24% | Q3 2013 | Q2 2023 | 29 |
HMS Capital Management, LLC | 15 | 1 | 0.01% | 1.61% | 3.82% | Q3 2016 | Q1 2023 | 29 |
Crestwood Advisors Group, LLC | 25 | 1 | 0.01% | 0.08% | 0.79% | Q2 2013 | Q3 2023 | 29 |
Sequoia Financial Advisors, LLC | 27 | 2 | 0.01% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 29 |
InterOcean Capital, LLC | 29 | 29 | 0.07% | 0.59% | 1.86% | Q2 2013 | Q2 2020 | 29 |
Calamos Advisors LLC | 18 | 4 | 0.00% | 0.12% | 0.45% | Q3 2015 | Q3 2023 | 29 |
Strategic Wealth Partners Group, LLC | 20 | 9 | 0.02% | 0.28% | 0.52% | Q2 2016 | Q3 2023 | 29 |
Alpha Omega Wealth Management LLC | 27 | 2 | 0.04% | 0.10% | 0.18% | Q4 2015 | Q2 2023 | 29 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 29 | 29 | 0.66% | 1.40% | 7.72% | Q1 2014 | Q1 2021 | 29 |
MAKENA CAPITAL MANAGEMENT LLC | 20 | 20 | 0.08% | 23.73% | 41.14% | Q2 2013 | Q1 2018 | 29 |
M Holdings Securities, Inc. | 16 | 1 | 0.02% | 0.16% | 0.34% | Q4 2013 | Q1 2023 | 29 |
Karpus Management, Inc. | 17 | 2 | 0.02% | 0.05% | 0.16% | Q4 2014 | Q3 2022 | 29 |
Regent Investment Management LLC | 29 | 29 | 0.08% | 0.17% | 0.34% | Q2 2013 | Q2 2020 | 29 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 21 | 21 | 0.01% | 0.29% | 1.52% | Q2 2013 | Q2 2018 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.64% | 0.96% | 1.42% | Q2 2013 | Q1 2020 | 28 |
Manchester Capital Management LLC | 17 | 11 | 0.01% | 0.69% | 2.26% | Q2 2013 | Q3 2023 | 28 |
CADENCE BANK NA | 20 | 8 | 0.07% | 0.25% | 0.53% | Q2 2013 | Q2 2022 | 28 |
Penobscot Investment Management Company, Inc. | 23 | 5 | 0.07% | 0.22% | 0.47% | Q3 2013 | Q3 2023 | 28 |
Stratford Consulting, LLC | 28 | 28 | 0.08% | 0.31% | 0.55% | Q2 2013 | Q1 2020 | 28 |
Arcus Capital Partners, LLC | 28 | 28 | 0.27% | 0.94% | 1.62% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.04% | 0.17% | 0.63% | Q1 2016 | Q4 2022 | 28 |
ORRSTOWN FINANCIAL SERVICES INC | 25 | 1 | 0.06% | 0.48% | 3.66% | Q3 2013 | Q1 2022 | 28 |
Accredited Investors Inc. | 13 | 5 | 0.02% | 0.92% | 6.00% | Q2 2013 | Q4 2021 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.07% | 0.13% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.03% | 0.40% | 1.46% | Q4 2016 | Q3 2023 | 28 |
O'Dell Group, LLC | 28 | 28 | 0.14% | 0.35% | 0.64% | Q4 2016 | Q3 2023 | 28 |
TCTC Holdings, LLC | 14 | 2 | 0.13% | 0.23% | 0.28% | Q2 2013 | Q3 2023 | 28 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Vantage Financial Partners Ltd., Inc. | 28 | 28 | 3.56% | 5.94% | 7.82% | Q4 2016 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.26% | 0.42% | 0.58% | Q4 2016 | Q3 2023 | 28 |
HOWE & RUSLING INC | 12 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.12% | 0.21% | 0.39% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.12% | 0.21% | 0.48% | Q4 2016 | Q3 2023 | 28 |
CONNING INC. | 27 | 27 | 0.04% | 0.22% | 0.55% | Q2 2014 | Q4 2020 | 28 |
Stonebridge Capital Advisors LLC | 28 | 28 | 0.07% | 0.18% | 0.40% | Q4 2016 | Q3 2023 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 0.03% | 0.06% | 0.08% | Q4 2016 | Q3 2023 | 28 |
NIXON PEABODY TRUST CO | 28 | 28 | 0.30% | 0.60% | 1.10% | Q4 2015 | Q3 2022 | 28 |
Ironwood Financial, llc | 16 | 4 | 0.00% | 0.08% | 0.53% | Q4 2014 | Q3 2023 | 28 |
WADE G W & INC | 12 | 6 | 0.02% | 0.13% | 0.71% | Q2 2013 | Q3 2023 | 28 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 20 | 20 | 0.01% | 0.30% | 4.96% | Q3 2013 | Q2 2018 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.04% | 0.22% | 0.74% | Q4 2016 | Q3 2023 | 28 |
Grantham, Mayo, Van Otterloo & Co. LLC | 28 | 28 | 0.00% | 0.85% | 3.10% | Q2 2013 | Q1 2020 | 28 |
Fund Evaluation Group, LLC | 15 | 13 | 0.11% | 0.53% | 1.28% | Q2 2013 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.03% | 0.44% | 1.75% | Q4 2016 | Q3 2023 | 28 |
Perennial Advisors, LLC | 28 | 28 | 0.10% | 0.20% | 0.25% | Q4 2016 | Q3 2023 | 28 |
MV CAPITAL MANAGEMENT, INC. | 21 | 7 | 0.00% | 0.12% | 0.69% | Q4 2014 | Q2 2022 | 28 |
Homrich & Berg | 28 | 28 | 0.05% | 0.08% | 0.17% | Q4 2014 | Q3 2021 | 28 |
JAMES INVESTMENT RESEARCH INC | 28 | 28 | 0.00% | 0.10% | 0.36% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.07% | 0.18% | Q4 2016 | Q3 2023 | 28 |
DIMENSION CAPITAL MANAGEMENT LLC | 28 | 28 | 0.54% | 2.86% | 7.55% | Q4 2016 | Q3 2023 | 28 |
APG Asset Management N.V. | 12 | 1 | 0.02% | 0.38% | 1.84% | Q2 2013 | Q2 2023 | 28 |
BigSur Wealth Management LLC | 28 | 28 | 0.29% | 0.71% | 2.26% | Q4 2016 | Q3 2023 | 28 |
Banco Santander, S.A. | 28 | 28 | 0.10% | 0.37% | 0.94% | Q4 2016 | Q3 2023 | 28 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 27 | 1 | 0.09% | 0.29% | 0.52% | Q2 2013 | Q2 2021 | 28 |
First Heartland Consultants, Inc. | 25 | 1 | 0.05% | 0.52% | 2.05% | Q2 2013 | Q3 2023 | 28 |
Mitsubishi UFJ Trust & Banking Corp | 14 | 5 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 28 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.10% | 0.20% | Q2 2013 | Q3 2019 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.06% | 0.18% | 0.53% | Q4 2016 | Q3 2023 | 28 |
QCI ASSET MANAGEMENT INC/NY | 28 | 28 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2020 | 28 |
APPLETON PARTNERS INC/MA | 28 | 28 | 0.06% | 0.14% | 0.29% | Q1 2017 | Q4 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.01% | 0.05% | 0.14% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.07% | 0.30% | 0.82% | Q4 2016 | Q3 2023 | 28 |
Timber Creek Capital Management LLC | 28 | 28 | 0.10% | 0.16% | 0.20% | Q2 2013 | Q1 2020 | 28 |
NOTTINGHAM ADVISORS, INC. | 27 | 27 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q4 2019 | 27 |
Modera Wealth Management, LLC | 15 | 12 | 0.06% | 0.27% | 0.66% | Q2 2013 | Q3 2023 | 27 |
Paracle Advisors, LLC | 27 | 27 | 0.48% | 0.87% | 3.43% | Q3 2014 | Q1 2021 | 27 |
Bray Capital Advisors | 23 | 4 | 0.01% | 0.16% | 1.15% | Q4 2014 | Q3 2023 | 27 |
PUTNAM INVESTMENTS LLC | 27 | 27 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2019 | 27 |
EXANE DERIVATIVES | 22 | 2 | 0.00% | 2.00% | 6.14% | Q1 2015 | Q2 2022 | 27 |
Ironwood Investment Counsel, LLC | 27 | 27 | 0.08% | 0.17% | 0.29% | Q2 2013 | Q4 2019 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.09% | 0.13% | 0.17% | Q4 2016 | Q3 2023 | 27 |
AUA CAPITAL MANAGEMENT, LLC | 27 | 27 | 0.24% | 0.69% | 2.10% | Q1 2017 | Q3 2023 | 27 |
Sterling Capital Management LLC | 27 | 27 | 0.01% | 0.12% | 0.51% | Q1 2013 | Q3 2019 | 27 |
REDW Wealth LLC | 24 | 3 | 0.08% | 0.32% | 1.08% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
Addenda Capital Inc. | 27 | 27 | 0.17% | 0.23% | 0.32% | Q2 2013 | Q4 2019 | 27 |
FAS Wealth Partners, Inc. | 25 | 1 | 0.01% | 0.08% | 0.20% | Q2 2015 | Q3 2023 | 27 |
Bryn Mawr Capital Management, LLC | 27 | 27 | 0.03% | 0.34% | 0.99% | Q1 2017 | Q3 2023 | 27 |
Confluence Wealth Management LLC | 27 | 27 | 1.86% | 3.05% | 3.80% | Q1 2014 | Q3 2020 | 27 |
SENTINEL TRUST CO LBA | 15 | 12 | 0.04% | 0.48% | 2.78% | Q2 2013 | Q3 2023 | 27 |
Heritage Trust Co | 27 | 27 | 0.17% | 0.34% | 0.57% | Q1 2017 | Q3 2023 | 27 |
Round Table Services, LLC | 14 | 1 | 0.06% | 0.93% | 2.69% | Q2 2013 | Q4 2020 | 27 |
Moisand Fitzgerald Tamayo, LLC | 25 | 2 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 27 |
Conservest Capital Advisors, Inc. | 27 | 27 | 0.07% | 0.18% | 1.95% | Q1 2017 | Q3 2023 | 27 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 27 | 27 | 0.00% | 0.02% | 0.15% | Q1 2017 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.16% | 0.52% | 1.32% | Q2 2013 | Q4 2019 | 27 |
CABOT WEALTH MANAGEMENT INC | 27 | 27 | 0.21% | 0.55% | 1.91% | Q2 2013 | Q4 2019 | 27 |
Chevy Chase Trust Holdings, LLC | 15 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2021 | 27 |
CIBC BANK USA | 27 | 27 | 0.05% | 0.45% | 0.87% | Q2 2013 | Q4 2019 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 27 |
Prospera Financial Services Inc | 26 | 1 | 0.05% | 0.20% | 0.79% | Q4 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.07% | 0.17% | 0.33% | Q2 2013 | Q4 2019 | 27 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2022 | 27 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 27 |
FOSTER DYKEMA CABOT & CO INC/MA | 12 | 1 | 0.00% | 0.31% | 1.88% | Q2 2013 | Q3 2023 | 27 |
Intellectus Partners, LLC | 19 | 8 | 0.22% | 0.38% | 0.56% | Q4 2016 | Q3 2023 | 27 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 26 | 1 | 0.04% | 0.73% | 6.84% | Q4 2016 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 23 | 4 | 0.07% | 0.29% | 0.72% | Q2 2013 | Q1 2020 | 27 |
BANK HAPOALIM BM | 18 | 8 | 0.02% | 0.27% | 0.84% | Q4 2013 | Q4 2021 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.03% | 0.11% | 0.29% | Q2 2017 | Q3 2023 | 26 |
MASON STREET ADVISORS, LLC | 17 | 9 | 0.01% | 0.57% | 2.46% | Q2 2013 | Q3 2020 | 26 |
Simplicity Solutions, LLC | 12 | 1 | 0.01% | 0.30% | 1.83% | Q4 2014 | Q3 2023 | 26 |
Horrell Capital Management, Inc. | 17 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 26 |
Alphadyne Asset Management LP | 4 | 1 | 0.01% | 17.89% | 100.00% | Q4 2013 | Q3 2023 | 26 |
Itau Unibanco Holding S.A. | 12 | 1 | 0.02% | 1.48% | 3.14% | Q3 2016 | Q3 2023 | 26 |
Allen Investment Management, LLC | 19 | 7 | 0.01% | 0.08% | 0.20% | Q4 2015 | Q3 2023 | 26 |
BANK OF STOCKTON | 26 | 26 | 0.09% | 1.20% | 3.48% | Q1 2017 | Q2 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q3 2023 | 26 |
CENTRAL BANK & TRUST CO | 17 | 2 | 0.00% | 0.22% | 1.30% | Q2 2015 | Q3 2023 | 26 |
Snowden Capital Advisors LLC | 9 | 3 | 0.00% | 0.09% | 0.31% | Q3 2016 | Q3 2023 | 26 |
Crescent Grove Advisors, LLC | 26 | 26 | 0.09% | 0.34% | 0.66% | Q2 2017 | Q3 2023 | 26 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20 | 2 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 26 |
VICTORY CAPITAL MANAGEMENT INC | 14 | 2 | 0.00% | 0.02% | 0.21% | Q4 2014 | Q3 2023 | 26 |
Baker Avenue Asset Management, LP | 15 | 3 | 0.00% | 0.10% | 0.53% | Q2 2016 | Q3 2023 | 26 |
Winslow, Evans & Crocker, Inc. | 21 | 5 | 0.00% | 0.07% | 0.24% | Q4 2013 | Q4 2020 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.30% | 0.47% | 0.66% | Q4 2016 | Q3 2023 | 26 |
Wealthcare Advisory Partners LLC | 25 | 1 | 0.00% | 0.09% | 0.25% | Q2 2016 | Q3 2023 | 26 |
FIRST FOUNDATION ADVISORS | 15 | 3 | 0.01% | 0.07% | 0.65% | Q3 2013 | Q3 2023 | 26 |
Court Place Advisors, LLC | 26 | 26 | 0.09% | 0.19% | 0.32% | Q2 2017 | Q3 2023 | 26 |
Cerity Partners LLC | 25 | 1 | 0.03% | 0.23% | 0.60% | Q1 2017 | Q3 2023 | 26 |
USCA RIA LLC | 22 | 4 | 0.05% | 0.32% | 0.55% | Q4 2013 | Q2 2021 | 26 |
Aldebaran Financial Inc. | 25 | 25 | 0.26% | 0.41% | 0.60% | Q1 2014 | Q1 2020 | 25 |
Autonomy Capital (Jersey) L.P. | 8 | 1 | 0.31% | 15.98% | 81.48% | Q2 2013 | Q4 2019 | 25 |
OXFORD FINANCIAL GROUP, LTD. LLC | 25 | 25 | 0.01% | 0.29% | 0.66% | Q3 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.06% | 0.39% | 1.38% | Q2 2017 | Q2 2023 | 25 |
COBIZ WEALTH, LLC | 25 | 25 | 0.08% | 0.27% | 0.92% | Q2 2013 | Q2 2019 | 25 |
Granite Investment Advisors, LLC | 13 | 3 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q2 2021 | 25 |
HOLLENCREST CAPITAL MANAGEMENT | 11 | 4 | 0.00% | 0.09% | 0.16% | Q4 2013 | Q3 2023 | 25 |
BINGHAM OSBORN & SCARBOROUGH LLC | 22 | 1 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2020 | 25 |
CI INVESTMENTS INC. | 11 | 1 | 0.00% | 0.14% | 0.78% | Q2 2013 | Q3 2022 | 25 |
StrategIQ Financial Group, LLC | 17 | 8 | 0.02% | 0.10% | 0.34% | Q4 2015 | Q3 2023 | 25 |
BerganKDV Wealth Management, LLC | 21 | 4 | 0.00% | 0.03% | 0.12% | Q1 2017 | Q2 2023 | 25 |
Investure, LLC | 25 | 25 | 0.28% | 10.46% | 40.39% | Q2 2013 | Q2 2019 | 25 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 25 | 25 | 0.07% | 0.57% | 1.84% | Q3 2017 | Q3 2023 | 25 |
Laird Norton Wetherby Wealth Management, LLC | 25 | 25 | 0.03% | 0.26% | 0.52% | Q3 2017 | Q3 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.04% | 0.34% | 2.13% | Q4 2014 | Q4 2020 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.16% | 0.32% | 0.61% | Q2 2013 | Q3 2023 | 25 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.00% | 0.17% | 1.13% | Q4 2017 | Q3 2023 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 1.98% | 2.67% | 3.54% | Q2 2013 | Q2 2019 | 25 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.96% | 3.13% | Q4 2014 | Q3 2023 | 25 |
Norway Savings Bank | 25 | 25 | 0.02% | 0.09% | 0.37% | Q4 2016 | Q4 2022 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.03% | 0.80% | 2.20% | Q1 2015 | Q1 2021 | 25 |
Prince Street Capital Management LLC | 15 | 1 | 2.08% | 17.58% | 35.19% | Q2 2013 | Q1 2022 | 25 |
Lenox Wealth Advisors, LLC | 18 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 25 |
TIAA, FSB | 25 | 25 | 0.02% | 0.20% | 0.66% | Q2 2017 | Q2 2023 | 25 |
Horan Securities, Inc. | 8 | 1 | 0.00% | 0.08% | 0.28% | Q3 2016 | Q3 2023 | 25 |
BALDWIN BROTHERS LLC/MA | 15 | 5 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q4 2023 | 25 |
Blume Capital Management, Inc. | 25 | 25 | 0.02% | 0.04% | 0.13% | Q3 2017 | Q3 2023 | 25 |
EVERGREEN CAPITAL MANAGEMENT LLC | 25 | 25 | 0.02% | 0.52% | 1.60% | Q3 2017 | Q3 2023 | 25 |
Cribstone Capital Management, LLC | 23 | 2 | 0.00% | 0.07% | 0.16% | Q2 2016 | Q4 2022 | 25 |
Israel Discount Bank of New York | 16 | 9 | 2.26% | 5.96% | 10.33% | Q2 2017 | Q3 2023 | 25 |
Nuveen Asset Management, LLC | 16 | 1 | 0.00% | 0.03% | 0.26% | Q3 2013 | Q2 2022 | 25 |
Parkside Advisors LLC | 25 | 25 | 2.06% | 2.55% | 3.08% | Q4 2013 | Q4 2019 | 25 |
Independence Bank of Kentucky | 24 | 24 | 0.15% | 0.80% | 1.95% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.01% | 0.12% | 0.32% | Q4 2017 | Q3 2023 | 24 |
Paulson Wealth Management Inc. | 24 | 24 | 1.35% | 3.80% | 6.98% | Q4 2017 | Q3 2023 | 24 |
SNOW CAPITAL MANAGEMENT LP | 24 | 24 | 0.01% | 0.04% | 0.11% | Q3 2015 | Q2 2021 | 24 |
Abacus Planning Group, Inc. | 24 | 24 | 0.59% | 1.65% | 2.62% | Q4 2017 | Q3 2023 | 24 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 0.02% | 0.45% | 1.86% | Q4 2017 | Q3 2023 | 24 |
All Terrain Financial Advisors, LLC | 24 | 24 | 1.28% | 1.89% | 3.00% | Q4 2017 | Q3 2023 | 24 |
Ledyard National Bank | 17 | 7 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q1 2020 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.18% | 0.21% | 0.27% | Q4 2017 | Q3 2023 | 24 |
UNITED BANK | 24 | 24 | 0.04% | 0.48% | 5.57% | Q4 2017 | Q3 2023 | 24 |
RETIREMENT INCOME SOLUTIONS, INC | 24 | 24 | 0.24% | 0.73% | 1.57% | Q4 2017 | Q3 2023 | 24 |
FARMERS TRUST CO | 24 | 24 | 0.15% | 0.20% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.31% | 1.08% | Q4 2017 | Q3 2023 | 24 |
Crewe Advisors LLC | 24 | 24 | 0.01% | 0.09% | 0.28% | Q4 2017 | Q3 2023 | 24 |
MainStreet Investment Advisors LLC | 24 | 24 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.03% | 0.30% | 0.55% | Q4 2017 | Q3 2023 | 24 |
Lehman Financial Resources, Inc. | 24 | 24 | 0.20% | 0.39% | 1.03% | Q4 2012 | Q3 2018 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.02% | 0.16% | 0.30% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Argent Trust Co | 22 | 2 | 0.07% | 0.12% | 0.21% | Q3 2017 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.25% | 0.97% | 1.67% | Q4 2017 | Q3 2023 | 24 |
Stordahl Capital Management, Inc. | 24 | 24 | 0.14% | 0.34% | 0.59% | Q4 2017 | Q3 2023 | 24 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 9 | 2 | 0.43% | 2.62% | 7.53% | Q1 2015 | Q1 2022 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.03% | 0.10% | 0.27% | Q4 2017 | Q3 2023 | 24 |
Eldridge Investment Advisors, Inc. | 24 | 24 | 0.12% | 0.33% | 0.43% | Q4 2017 | Q3 2023 | 24 |
Legacy Private Trust Co. | 24 | 24 | 0.03% | 0.06% | 0.15% | Q3 2016 | Q2 2022 | 24 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.04% | 0.26% | 1.62% | Q4 2017 | Q3 2023 | 24 |
LAKE STREET ADVISORS GROUP, LLC | 24 | 24 | 0.15% | 0.62% | 2.00% | Q4 2017 | Q3 2023 | 24 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 24 | 24 | 0.22% | 0.71% | 1.31% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.11% | 0.26% | Q4 2017 | Q3 2023 | 24 |
Trust Co | 20 | 4 | 0.00% | 1.37% | 5.14% | Q2 2015 | Q3 2023 | 24 |
Belpointe Asset Management LLC | 18 | 6 | 0.06% | 0.22% | 0.41% | Q3 2017 | Q3 2023 | 24 |
Patten Group, Inc. | 12 | 1 | 0.02% | 0.05% | 0.10% | Q4 2014 | Q2 2023 | 24 |
KCM INVESTMENT ADVISORS LLC | 20 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q2 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.19% | 0.81% | 1.36% | Q4 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.00% | 0.21% | 1.31% | Q4 2017 | Q3 2023 | 24 |
NewEdge Advisors, LLC | 23 | 1 | 0.02% | 0.12% | 0.57% | Q2 2017 | Q3 2023 | 24 |
HARBOR ADVISORY CORP /MA/ | 24 | 24 | 0.27% | 0.82% | 1.44% | Q4 2017 | Q3 2023 | 24 |
Prism Advisors, Inc. | 24 | 24 | 0.85% | 2.72% | 9.80% | Q4 2017 | Q3 2023 | 24 |
Sowell Financial Services LLC | 10 | 2 | 0.08% | 0.27% | 0.89% | Q4 2016 | Q3 2023 | 24 |
HBK Sorce Advisory LLC | 24 | 24 | 0.03% | 0.19% | 0.35% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.03% | 0.04% | 0.09% | Q4 2017 | Q3 2023 | 24 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 9 | 6 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q1 2021 | 24 |
Sumitomo Mitsui Trust Holdings, Inc. | 17 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 24 |
Windsor Creek Advisors, LLC | 13 | 13 | 0.06% | 0.92% | 1.61% | Q4 2018 | Q4 2021 | 24 |
PEAK6 Group LLC | 5 | 1 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q2 2018 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.03% | 0.12% | 0.28% | Q2 2013 | Q1 2019 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.02% | 0.07% | 0.54% | Q4 2017 | Q3 2023 | 24 |
Horizon Investments, LLC | 10 | 1 | 0.00% | 2.61% | 9.76% | Q2 2014 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.10% | 0.19% | 0.30% | Q4 2017 | Q3 2023 | 24 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.00% | 0.02% | 0.14% | Q1 2018 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.02% | 0.18% | 1.33% | Q4 2017 | Q3 2023 | 24 |
JOYN Advisors, Inc. | 23 | 1 | 0.05% | 0.92% | 7.70% | Q2 2013 | Q2 2019 | 24 |
Cassaday & Co Inc. | 21 | 1 | 0.01% | 1.69% | 13.92% | Q4 2014 | Q4 2021 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.03% | 0.41% | Q1 2017 | Q3 2023 | 24 |
Cliffwater LLC | 24 | 24 | 0.22% | 0.78% | 3.44% | Q4 2017 | Q3 2023 | 24 |
Mosaic Family Wealth, LLC | 17 | 7 | 0.02% | 0.07% | 0.11% | Q4 2015 | Q4 2021 | 24 |
Mechanics Bank Trust Department | 24 | 24 | 0.05% | 0.12% | 0.17% | Q3 2016 | Q2 2022 | 24 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.02% | 0.11% | Q3 2013 | Q3 2023 | 24 |
SIMON QUICK ADVISORS, LLC | 21 | 3 | 0.09% | 0.83% | 3.47% | Q1 2017 | Q3 2023 | 24 |
Cedar Wealth Management, LLC | 24 | 24 | 0.02% | 0.28% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.02% | 0.09% | 0.28% | Q4 2017 | Q3 2023 | 24 |
Covenant Multifamily Offices, LLC | 14 | 1 | 0.00% | 0.79% | 5.84% | Q4 2013 | Q3 2020 | 24 |
WILLIAMS JONES & ASSOCIATES LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2019 | 24 |
Dynamic Advisor Solutions LLC | 24 | 24 | 0.03% | 0.26% | 0.57% | Q4 2017 | Q3 2023 | 24 |
ExodusPoint Capital Management, LP | 9 | 1 | 0.00% | 0.28% | 1.04% | Q3 2020 | Q3 2023 | 24 |
Mitsubishi UFJ Asset Management Co., Ltd. | 24 | 24 | 0.00% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 24 |
GEODE CAPITAL MANAGEMENT, LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q4 2021 | 23 |
MEITAV INVESTMENT HOUSE LTD | 14 | 9 | 0.02% | 0.54% | 3.70% | Q4 2017 | Q3 2023 | 23 |
Wall Capital Group, Inc. | 23 | 23 | 1.06% | 1.74% | 3.19% | Q1 2017 | Q3 2022 | 23 |
ALERUS FINANCIAL NA | 23 | 23 | 0.02% | 0.04% | 0.08% | Q1 2017 | Q3 2022 | 23 |
FIRST CITIZENS BANK & TRUST CO | 14 | 1 | 0.01% | 0.04% | 0.20% | Q3 2015 | Q3 2023 | 23 |
MARSHALL & SULLIVAN INC /WA/ | 23 | 23 | 0.22% | 1.87% | 6.42% | Q1 2018 | Q3 2023 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.75% | 1.64% | 2.51% | Q2 2013 | Q4 2018 | 23 |
TIEDEMANN ADVISORS, LLC | 12 | 11 | 0.01% | 0.08% | 0.45% | Q2 2017 | Q3 2023 | 23 |
EP Wealth Advisors, LLC | 21 | 1 | 0.02% | 0.10% | 0.20% | Q1 2014 | Q3 2023 | 23 |
Aristotle Capital Management, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2020 | 23 |
SFMG, LLC | 22 | 1 | 0.02% | 0.22% | 0.90% | Q2 2014 | Q2 2022 | 23 |
S&CO INC | 23 | 23 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 23 |
AMP Capital Investors Ltd | 20 | 3 | 0.00% | 0.51% | 3.24% | Q2 2013 | Q1 2021 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.14% | 0.35% | 0.66% | Q4 2017 | Q2 2023 | 23 |
LCNB CORP | 21 | 2 | 0.10% | 0.15% | 0.23% | Q4 2017 | Q3 2023 | 23 |
HL FINANCIAL SERVICES LLC | 18 | 5 | 0.03% | 0.09% | 0.23% | Q2 2013 | Q1 2019 | 23 |
PARK NATIONAL CORP /OH/ | 15 | 8 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2019 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q2 2022 | 23 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 3 | 0.00% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 23 |
Integrated Wealth Concepts LLC | 23 | 23 | 0.04% | 0.10% | 0.22% | Q1 2018 | Q3 2023 | 23 |
JUNCTURE WEALTH STRATEGIES, LLC | 19 | 4 | 0.11% | 3.28% | 9.09% | Q4 2017 | Q3 2023 | 23 |
Brevan Howard Capital Management LP | 4 | 1 | 0.05% | 5.45% | 18.10% | Q2 2013 | Q3 2023 | 23 |
Quadrant Capital Management, LLC | 23 | 23 | 0.18% | 0.30% | 0.44% | Q2 2014 | Q4 2019 | 23 |
CEDAR HILL ASSOCIATES, LLC | 23 | 23 | 0.07% | 0.12% | 0.18% | Q2 2013 | Q4 2018 | 23 |
Integrated Investment Consultants, LLC | 11 | 4 | 0.01% | 0.55% | 1.15% | Q4 2015 | Q3 2023 | 23 |
TRUST CO OF OKLAHOMA | 13 | 1 | 0.11% | 0.25% | 0.38% | Q1 2015 | Q3 2023 | 23 |
Asset Management One Co., Ltd. | 6 | 1 | 0.05% | 1.03% | 3.34% | Q3 2013 | Q3 2021 | 23 |
DUBUQUE BANK & TRUST CO | 12 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2021 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.04% | 0.07% | 0.14% | Q1 2018 | Q3 2023 | 23 |
Aries Wealth Management | 17 | 6 | 0.27% | 0.46% | 0.79% | Q4 2017 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.27% | 0.36% | 0.46% | Q1 2018 | Q3 2023 | 23 |
Jacobi Capital Management LLC | 23 | 23 | 0.00% | 0.82% | 3.00% | Q2 2016 | Q4 2021 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.02% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 23 |
ACG Wealth | 23 | 23 | 0.12% | 0.66% | 1.56% | Q1 2017 | Q3 2022 | 23 |
Cresset Asset Management, LLC | 20 | 20 | 0.03% | 0.55% | 1.43% | Q4 2018 | Q3 2023 | 23 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 9 | 0.01% | 0.14% | 0.48% | Q1 2017 | Q4 2022 | 23 |
CHEMUNG CANAL TRUST CO | 22 | 22 | 0.05% | 0.26% | 0.58% | Q2 2013 | Q3 2018 | 22 |
RiverGlades Family Offices LLC | 14 | 4 | 0.80% | 2.57% | 4.33% | Q4 2017 | Q3 2023 | 22 |
KWMG, LLC | 13 | 4 | 0.03% | 0.08% | 0.20% | Q4 2015 | Q4 2022 | 22 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15 | 7 | 0.01% | 0.03% | 0.10% | Q3 2017 | Q3 2023 | 22 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 8 | 7 | 0.01% | 0.07% | 0.23% | Q4 2019 | Q3 2023 | 22 |
DOW CHEMICAL CO /DE/ | 17 | 5 | 5.15% | 15.68% | 27.57% | Q2 2013 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.37% | 0.49% | 0.88% | Q2 2018 | Q3 2023 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.15% | 0.33% | 0.54% | Q2 2018 | Q3 2023 | 22 |
Haverford Trust Co | 14 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 22 |
Gramercy Funds Management LLC | 15 | 1 | 0.01% | 21.12% | 51.19% | Q3 2013 | Q2 2020 | 22 |
EASTERN BANK | 22 | 22 | 0.01% | 0.98% | 1.58% | Q1 2018 | Q2 2023 | 22 |
MONARCH CAPITAL MANAGEMENT INC/ | 20 | 2 | 0.07% | 0.20% | 0.39% | Q1 2015 | Q3 2023 | 22 |
Fiduciary Trust Co International of Pennsylvania | 17 | 1 | 0.08% | 0.19% | 0.70% | Q2 2013 | Q1 2020 | 22 |
IPG Investment Advisors LLC | 15 | 2 | 0.05% | 0.51% | 1.02% | Q3 2017 | Q3 2023 | 22 |
IndexIQ Advisors LLC | 16 | 1 | 0.00% | 0.29% | 1.39% | Q2 2013 | Q3 2021 | 22 |
LGL PARTNERS, LLC | 18 | 4 | 0.15% | 0.47% | 1.63% | Q4 2015 | Q3 2023 | 22 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.02% | 0.91% | 8.71% | Q3 2013 | Q3 2023 | 22 |
Marketfield Asset Management LLC | 11 | 1 | 0.02% | 7.63% | 11.72% | Q2 2013 | Q4 2020 | 22 |
MGO ONE SEVEN LLC | 14 | 2 | 0.02% | 0.13% | 0.36% | Q4 2017 | Q3 2023 | 22 |
REGENTATLANTIC CAPITAL LLC | 11 | 11 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2022 | 22 |
ADIRONDACK TRUST CO | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Sound Income Strategies, LLC | 20 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 22 |
Lumina Fund Management LLC | 21 | 21 | 0.05% | 0.21% | 0.61% | Q2 2013 | Q2 2018 | 22 |
RPg Family Wealth Advisory, LLC | 16 | 2 | 0.01% | 0.19% | 0.57% | Q1 2016 | Q1 2022 | 22 |
Wells Trecaso Financial Group, LLC | 13 | 9 | 0.18% | 0.38% | 0.84% | Q4 2017 | Q3 2023 | 22 |
Gladius Capital Management LP | 20 | 2 | 0.09% | 1.62% | 5.44% | Q3 2017 | Q1 2023 | 22 |
New Vernon Capital Holdings II LLC | 12 | 1 | 2.71% | 12.76% | 39.15% | Q3 2013 | Q2 2023 | 22 |
MEEDER ASSET MANAGEMENT INC | 10 | 2 | 0.00% | 1.31% | 11.98% | Q2 2013 | Q3 2022 | 22 |
StoneX Group Inc. | 19 | 3 | 0.09% | 0.36% | 1.50% | Q2 2017 | Q3 2023 | 22 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 21 | 1 | 0.94% | 6.53% | 72.00% | Q2 2014 | Q4 2019 | 22 |
Starfire Investment Advisers, Inc. | 22 | 22 | 0.31% | 0.41% | 0.60% | Q1 2015 | Q2 2020 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 0.41% | 0.80% | 1.75% | Q4 2017 | Q3 2023 | 22 |
Telemetry Investments, L.L.C. | 5 | 1 | 0.27% | 1.38% | 4.91% | Q4 2014 | Q4 2021 | 22 |
Almanack Investment Partners, LLC. | 13 | 9 | 0.03% | 1.38% | 4.84% | Q4 2016 | Q3 2022 | 22 |
Highlander Capital Management, LLC | 16 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 22 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.79% | 1.49% | 2.49% | Q1 2017 | Q2 2022 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.18% | 0.26% | 0.37% | Q1 2017 | Q3 2023 | 21 |
GW HENSSLER & ASSOCIATES LTD | 17 | 4 | 0.02% | 1.09% | 1.66% | Q2 2013 | Q4 2021 | 21 |
ZACKS INVESTMENT MANAGEMENT | 10 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2021 | 21 |
Providence First Trust Co | 13 | 1 | 0.83% | 1.55% | 2.90% | Q2 2017 | Q3 2023 | 21 |
First City Capital Management, Inc. | 12 | 9 | 0.02% | 0.20% | 0.58% | Q1 2014 | Q3 2023 | 21 |
Aspen Investment Management Inc | 12 | 9 | 0.15% | 0.30% | 0.55% | Q2 2013 | Q4 2019 | 21 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 0.48% | 1.74% | 3.80% | Q2 2018 | Q3 2023 | 21 |
Magnus Financial Group LLC | 20 | 20 | 0.00% | 0.38% | 0.98% | Q4 2018 | Q3 2023 | 21 |
Parisi Gray Wealth Management | 17 | 4 | 0.58% | 1.81% | 2.71% | Q4 2017 | Q3 2023 | 21 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.01% | 0.17% | 0.52% | Q2 2013 | Q1 2021 | 21 |
United Asset Strategies, Inc. | 10 | 1 | 0.08% | 0.79% | 2.92% | Q2 2013 | Q4 2019 | 21 |
Bridgecreek Investment Management, LLC | 12 | 9 | 0.12% | 0.85% | 1.35% | Q2 2013 | Q4 2019 | 21 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2018 | 21 |
EXENCIAL WEALTH ADVISORS, LLC | 12 | 1 | 0.04% | 0.19% | 0.52% | Q1 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.02% | 0.06% | 0.19% | Q3 2018 | Q3 2023 | 21 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 21 | 21 | 1.13% | 2.14% | 2.85% | Q4 2017 | Q4 2022 | 21 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 20 | 1 | 0.00% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 21 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.07% | 0.50% | Q3 2019 | Q3 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.01% | 0.55% | 1.11% | Q3 2018 | Q3 2023 | 21 |
Ullmann Wealth Partners Group, LLC | 21 | 21 | 0.06% | 0.49% | 1.32% | Q4 2016 | Q4 2021 | 21 |
Omnia Family Wealth, LLC | 21 | 21 | 0.18% | 1.86% | 3.47% | Q4 2016 | Q4 2021 | 21 |
Sand Hill Global Advisors, LLC | 16 | 1 | 0.02% | 0.21% | 0.81% | Q4 2014 | Q3 2023 | 21 |
FOSTER & MOTLEY INC | 12 | 1 | 0.02% | 0.09% | 0.24% | Q4 2013 | Q3 2023 | 21 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 21 | 21 | 0.73% | 1.33% | 1.74% | Q3 2018 | Q3 2023 | 21 |
TAURUS ASSET MANAGEMENT, LLC | 21 | 21 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2022 | 21 |
NATIXIS | 7 | 1 | 0.00% | 0.17% | 0.51% | Q2 2013 | Q3 2023 | 21 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.09% | 5.86% | 28.34% | Q2 2013 | Q1 2023 | 21 |
Peachtree Investment Advisors, Inc. | 21 | 21 | 0.16% | 0.60% | 1.86% | Q4 2013 | Q4 2018 | 21 |
TD Capital Management LLC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 21 |
Estate Counselors, LLC | 14 | 3 | 0.01% | 1.36% | 4.94% | Q1 2015 | Q4 2022 | 21 |
Members Trust Co | 14 | 2 | 0.01% | 0.03% | 0.06% | Q2 2016 | Q3 2023 | 21 |
Western Wealth Management, LLC | 11 | 8 | 0.00% | 0.13% | 0.39% | Q4 2018 | Q3 2023 | 21 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.22% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.34% | 0.50% | 0.65% | Q4 2018 | Q3 2023 | 20 |
Sonora Investment Management, LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2021 | 20 |
Great Point Wealth Advisors, LLC | 20 | 20 | 0.08% | 0.18% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Boltwood Capital Management | 15 | 5 | 0.12% | 0.17% | 0.37% | Q3 2017 | Q4 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.05% | 0.12% | 0.29% | Q4 2018 | Q3 2023 | 20 |
GAM Holding AG | 18 | 18 | 0.00% | 0.08% | 0.27% | Q2 2013 | Q3 2017 | 20 |
QCM Cayman, Ltd. | 9 | 1 | 0.09% | 2.42% | 13.25% | Q1 2014 | Q2 2022 | 20 |
WealthOne, LLC | 20 | 20 | 0.21% | 0.58% | 1.37% | Q4 2018 | Q3 2023 | 20 |
SlateStone Wealth, LLC | 20 | 20 | 0.71% | 0.91% | 1.35% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.00% | 0.07% | 0.18% | Q4 2013 | Q3 2018 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.20% | 0.31% | 0.49% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 11 | 9 | 0.00% | 0.25% | 0.78% | Q4 2011 | Q4 2018 | 20 |
ATWOOD & PALMER INC | 20 | 20 | 0.02% | 1.31% | 2.04% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.03% | 0.58% | 1.45% | Q4 2018 | Q3 2023 | 20 |
Robertson Stephens Wealth Management, LLC | 20 | 20 | 0.32% | 1.25% | 2.32% | Q4 2018 | Q3 2023 | 20 |
UMB Bank, n.a. | 11 | 9 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.06% | 0.13% | 0.35% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.20% | 0.36% | Q3 2017 | Q2 2022 | 20 |
CAMG Solamere Management, LLC | 20 | 20 | 0.13% | 0.39% | 2.18% | Q4 2016 | Q3 2021 | 20 |
Solstein Capital, LLC | 14 | 1 | 0.00% | 0.63% | 1.86% | Q2 2018 | Q3 2023 | 20 |
Fernwood Investment Management, LLC | 20 | 20 | 0.10% | 0.29% | 0.62% | Q4 2017 | Q3 2022 | 20 |
Busey Bank | 15 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q2 2022 | 20 |
Salomon & Ludwin, LLC | 20 | 20 | 0.95% | 2.00% | 4.15% | Q4 2018 | Q3 2023 | 20 |
Beirne Wealth Consulting Services, LLC | 20 | 20 | 0.19% | 1.26% | 8.36% | Q4 2018 | Q3 2023 | 20 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 8 | 5 | 0.18% | 0.40% | 0.76% | Q2 2013 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.93% | 1.44% | 2.55% | Q4 2018 | Q3 2023 | 20 |
STERLING INVESTMENT ADVISORS LLC /ADV | 11 | 1 | 0.12% | 0.18% | 0.22% | Q4 2014 | Q4 2021 | 20 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.14% | 1.37% | Q3 2013 | Q2 2017 | 20 |
Vivaldi Capital Management LP | 20 | 20 | 0.08% | 0.12% | 0.19% | Q4 2018 | Q3 2023 | 20 |
BREMER TRUST NATIONAL ASSOCIATION | 20 | 20 | 0.10% | 0.97% | 1.71% | Q1 2014 | Q4 2018 | 20 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.08% | 0.14% | Q2 2013 | Q4 2016 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.13% | 0.25% | Q4 2015 | Q3 2020 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.16% | 0.24% | 0.33% | Q4 2018 | Q3 2023 | 20 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 2 | 0.00% | 0.03% | 0.13% | Q1 2016 | Q2 2023 | 20 |
Keeley-Teton Advisors, LLC | 20 | 20 | 0.04% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 20 |
Perella Weinberg Partners Capital Management LP | 12 | 1 | 0.85% | 2.36% | 4.07% | Q2 2013 | Q2 2021 | 20 |
BHK Investment Advisors, LLC | 20 | 20 | 0.12% | 0.99% | 2.26% | Q4 2017 | Q3 2022 | 20 |
Good Life Advisors, LLC | 20 | 20 | 0.03% | 0.23% | 0.59% | Q2 2017 | Q1 2022 | 20 |
Miracle Mile Advisors, LLC | 20 | 20 | 0.09% | 0.21% | 0.47% | Q4 2018 | Q3 2023 | 20 |
Frisch Financial Group, Inc. | 20 | 20 | 0.13% | 0.34% | 0.52% | Q4 2018 | Q3 2023 | 20 |
THOMPSON DAVIS & CO., INC. | 20 | 20 | 0.00% | 0.05% | 0.09% | Q4 2013 | Q3 2018 | 20 |
JSF Financial, LLC | 20 | 20 | 0.33% | 1.26% | 2.46% | Q4 2018 | Q3 2023 | 20 |
Zurich Insurance Group Ltd/FI | 19 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2022 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
UBP Investment Advisors SA | 20 | 20 | 4.30% | 6.89% | 8.17% | Q4 2017 | Q3 2022 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.01% | 0.08% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.03% | 0.10% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.01% | 0.77% | 1.56% | Q4 2018 | Q3 2023 | 20 |
PEOPLES FINANCIAL SERVICES CORP. | 20 | 20 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q1 2020 | 20 |
Full Sail Capital, LLC | 20 | 20 | 0.21% | 0.74% | 2.65% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.01% | 0.40% | 1.84% | Q4 2014 | Q3 2019 | 20 |
FAIRFIELD, BUSH & CO. | 14 | 1 | 0.03% | 0.11% | 0.22% | Q3 2016 | Q2 2023 | 20 |
Huntington Steele LLC | 20 | 20 | 0.55% | 0.80% | 1.09% | Q2 2013 | Q1 2018 | 20 |
Camarda Financial Advisors, LLC | 14 | 2 | 0.00% | 0.52% | 4.28% | Q2 2013 | Q2 2021 | 19 |
PFG Advisors | 8 | 5 | 0.03% | 0.10% | 0.25% | Q1 2018 | Q3 2023 | 19 |
ONTARIO TEACHERS PENSION PLAN BOARD | 17 | 2 | 0.44% | 7.65% | 16.36% | Q2 2013 | Q3 2018 | 19 |
BOSTON ADVISORS LLC | 16 | 3 | 0.01% | 0.07% | 0.11% | Q2 2013 | Q3 2019 | 19 |
JOHN G ULLMAN & ASSOCIATES INC | 10 | 9 | 0.05% | 0.27% | 0.67% | Q2 2013 | Q4 2019 | 19 |
CHEMICAL BANK | 19 | 19 | 0.05% | 0.09% | 0.16% | Q4 2014 | Q2 2019 | 19 |
Invesco Ltd. | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q4 2017 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.03% | 0.08% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.31% | 0.67% | 1.28% | Q1 2019 | Q3 2023 | 19 |
VALLEY NATIONAL ADVISERS INC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2021 | 19 |
PICTET ASSET MANAGEMENT LTD | 11 | 1 | 0.00% | 0.10% | 0.38% | Q2 2013 | Q4 2019 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.16% | 0.31% | Q3 2018 | Q3 2023 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.11% | 0.22% | Q1 2019 | Q3 2023 | 19 |
Hills Bank & Trust Co | 19 | 19 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Independence Trust CO | 19 | 19 | 0.28% | 0.43% | 0.64% | Q2 2013 | Q4 2017 | 19 |
WINTRUST INVESTMENTS LLC | 11 | 4 | 0.03% | 0.08% | 0.35% | Q1 2017 | Q3 2023 | 19 |
Stellar Capital Management, LLC | 15 | 1 | 0.13% | 0.26% | 0.36% | Q4 2013 | Q2 2020 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.12% | 0.57% | 2.24% | Q2 2013 | Q4 2017 | 19 |
Passport Capital, LLC | 15 | 1 | 0.01% | 5.62% | 19.92% | Q2 2013 | Q2 2017 | 19 |
Beaumont Financial Partners, LLC | 15 | 1 | 0.03% | 0.41% | 3.07% | Q2 2013 | Q3 2022 | 19 |
Liberty Capital Management, Inc. | 19 | 19 | 0.01% | 0.65% | 1.10% | Q2 2013 | Q4 2017 | 19 |
Schoolcraft Capital LLC | 19 | 19 | 0.55% | 0.98% | 1.40% | Q1 2019 | Q3 2023 | 19 |
Palisade Asset Management, LLC | 19 | 19 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q2 2022 | 19 |
Private Wealth Advisors, Inc. | 19 | 19 | 0.23% | 0.77% | 1.15% | Q1 2015 | Q3 2019 | 19 |
Lenox Wealth Management, Inc. | 19 | 19 | 0.07% | 0.11% | 0.16% | Q4 2015 | Q2 2020 | 19 |
Stillwater Capital Advisors, LLC | 11 | 1 | 0.04% | 0.07% | 0.18% | Q3 2014 | Q3 2023 | 19 |
Kingfisher Capital LLC | 12 | 1 | 0.03% | 1.26% | 4.20% | Q2 2013 | Q3 2021 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 0.08% | 0.44% | 1.66% | Q2 2013 | Q4 2017 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.03% | 0.09% | 0.20% | Q2 2013 | Q4 2017 | 19 |
XR Securities LLC | 5 | 1 | 0.00% | 0.58% | 8.62% | Q1 2018 | Q4 2021 | 19 |
PICTET BANK & TRUST Ltd | 19 | 19 | 0.11% | 0.55% | 1.11% | Q3 2015 | Q1 2020 | 19 |
TSFG, LLC | 19 | 19 | 0.04% | 0.10% | 0.19% | Q1 2019 | Q3 2023 | 19 |
PRIVATE CAPITAL MANAGEMENT LLC | 16 | 3 | 0.08% | 0.21% | 0.40% | Q4 2018 | Q3 2023 | 19 |
WADDELL & ASSOCIATES, LLC | 13 | 6 | 0.11% | 0.61% | 2.46% | Q4 2018 | Q3 2023 | 19 |
Bremer Bank National Association | 19 | 19 | 0.76% | 1.37% | 1.86% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.06% | 0.12% | 0.23% | Q1 2019 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.07% | 0.18% | 0.52% | Q1 2019 | Q3 2023 | 19 |
MA Private Wealth | 15 | 4 | 0.11% | 0.26% | 0.46% | Q4 2018 | Q3 2023 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.00% | 0.03% | 0.16% | Q4 2018 | Q2 2023 | 19 |
Strategic Investment Advisors / MI | 18 | 1 | 0.07% | 1.96% | 4.34% | Q4 2018 | Q3 2023 | 19 |
Hefren-Tillotson, Inc. | 19 | 19 | 0.04% | 0.67% | 11.07% | Q4 2013 | Q2 2018 | 19 |
McGuire Investment Group, LLC | 19 | 19 | 0.05% | 0.11% | 0.17% | Q3 2018 | Q1 2023 | 19 |
Balentine LLC | 8 | 1 | 0.00% | 0.01% | 0.06% | Q1 2015 | Q2 2023 | 19 |
Dougherty Wealth Advisers LLC | 19 | 19 | 0.06% | 0.23% | 0.89% | Q4 2018 | Q2 2023 | 19 |
Foundations Investment Advisors, LLC | 8 | 2 | 0.02% | 0.82% | 4.75% | Q2 2018 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q2 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.05% | 0.14% | 0.25% | Q4 2017 | Q2 2022 | 19 |
Titus Wealth Management | 19 | 19 | 0.76% | 1.72% | 7.93% | Q4 2017 | Q2 2022 | 19 |
180 WEALTH ADVISORS, LLC | 19 | 19 | 0.07% | 0.11% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Syntal Capital Partners, LLC | 19 | 19 | 1.56% | 5.13% | 10.25% | Q1 2014 | Q3 2018 | 19 |
Trust Asset Management LLC | 12 | 1 | 0.00% | 5.01% | 11.31% | Q3 2011 | Q3 2018 | 19 |
Legacy Financial Advisors, Inc. | 19 | 19 | 0.11% | 0.23% | 0.77% | Q4 2017 | Q2 2022 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Midwest Professional Planners, LTD. | 13 | 3 | 0.24% | 1.96% | 5.30% | Q4 2017 | Q3 2023 | 19 |
Karp Capital Management Corp | 8 | 4 | 0.03% | 1.76% | 2.57% | Q3 2016 | Q2 2022 | 19 |
WealthPLAN Partners, LLC | 12 | 1 | 0.00% | 0.30% | 0.62% | Q1 2015 | Q2 2023 | 19 |
Svenska Handelsbanken AB (publ) | 12 | 7 | 0.20% | 0.64% | 2.61% | Q1 2017 | Q4 2021 | 19 |
Ellevest, Inc. | 19 | 19 | 0.02% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Brightworth | 15 | 1 | 0.03% | 0.15% | 0.75% | Q4 2015 | Q2 2022 | 19 |
Truvvo Partners LLC | 15 | 1 | 0.10% | 1.26% | 7.88% | Q4 2016 | Q2 2022 | 19 |
V Wealth Advisors LLC | 10 | 2 | 0.04% | 0.11% | 0.24% | Q1 2017 | Q2 2023 | 19 |
Summit X, LLC | 11 | 1 | 0.02% | 0.19% | 0.34% | Q2 2017 | Q1 2023 | 19 |
Mint Tower Capital Management B.V. | 9 | 1 | 0.01% | 0.91% | 3.69% | Q4 2017 | Q4 2022 | 19 |
GenTrust, LLC | 15 | 4 | 0.02% | 0.14% | 0.22% | Q4 2016 | Q3 2022 | 19 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.14% | 0.46% | Q2 2019 | Q3 2023 | 18 |
East Coast Asset Management, LLC. | 17 | 1 | 0.06% | 0.21% | 0.39% | Q4 2012 | Q3 2017 | 18 |
Edge Wealth Management LLC | 13 | 2 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q2 2020 | 18 |
UBS AG | 6 | 6 | 0.22% | 0.53% | 1.15% | Q2 2013 | Q3 2014 | 18 |
American Research & Management Co. | 10 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 18 |
Capital Advisory Group Advisory Services, LLC | 18 | 18 | 0.08% | 0.13% | 0.23% | Q1 2018 | Q2 2022 | 18 |
Avondale Wealth Management | 18 | 18 | 0.02% | 0.06% | 0.09% | Q4 2018 | Q1 2023 | 18 |
BTC Capital Management, Inc. | 16 | 1 | 0.02% | 0.04% | 0.11% | Q1 2018 | Q1 2023 | 18 |
BRINKER CAPITAL INC | 15 | 1 | 0.02% | 0.12% | 0.51% | Q2 2013 | Q2 2020 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.05% | 0.16% | 0.31% | Q2 2013 | Q3 2017 | 18 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q4 2016 | 18 |
CAZ INVESTMENTS LP | 15 | 3 | 0.22% | 2.05% | 17.95% | Q4 2014 | Q3 2023 | 18 |
Ifrah Financial Services, Inc. | 10 | 1 | 0.04% | 1.11% | 2.08% | Q2 2013 | Q4 2021 | 18 |
DAVIDSON & GARRARD INC | 18 | 18 | 0.30% | 0.63% | 1.18% | Q2 2013 | Q3 2017 | 18 |
PDS Planning, Inc | 16 | 2 | 0.02% | 0.14% | 0.36% | Q3 2018 | Q2 2023 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.11% | 0.28% | 0.50% | Q1 2016 | Q3 2023 | 18 |
Liberty Mutual Group Asset Management Inc. | 18 | 18 | 0.29% | 9.00% | 14.73% | Q1 2018 | Q2 2022 | 18 |
Personal Capital Advisors Corp | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2022 | 18 |
GYL FINANCIAL SYNERGIES, LLC | 12 | 6 | 0.04% | 0.28% | 0.81% | Q4 2018 | Q3 2023 | 18 |
BRAVE ASSET MANAGEMENT INC | 12 | 6 | 0.00% | 0.49% | 2.58% | Q4 2013 | Q2 2018 | 18 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.00% | 4.08% | 35.66% | Q4 2020 | Q3 2023 | 18 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 18 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 16 | 1 | 0.52% | 38.40% | 82.06% | Q2 2013 | Q2 2021 | 18 |
Corbenic Partners LLC | 17 | 1 | 0.03% | 1.28% | 4.09% | Q4 2013 | Q4 2019 | 18 |
SP Asset Management | 18 | 18 | 0.47% | 0.66% | 0.96% | Q2 2018 | Q3 2022 | 18 |
US FINANCIAL ADVISORS, LLC | 12 | 6 | 0.06% | 1.94% | 3.82% | Q4 2014 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.13% | 0.26% | 0.55% | Q2 2013 | Q3 2017 | 18 |
DELTEC ASSET MANAGEMENT LLC | 16 | 2 | 0.05% | 0.12% | 0.23% | Q2 2013 | Q2 2021 | 18 |
Hochman Cole Investment Advisors, Inc. | 18 | 18 | 0.12% | 0.19% | 0.25% | Q2 2017 | Q3 2021 | 18 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 18 | 18 | 0.04% | 0.10% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 12 | 1 | 0.08% | 0.17% | 0.55% | Q4 2015 | Q1 2022 | 18 |
Regal Wealth Group, Inc. | 17 | 1 | 0.00% | 0.08% | 0.16% | Q4 2015 | Q1 2021 | 18 |
IFG Advisory, LLC | 17 | 1 | 0.11% | 0.32% | 1.56% | Q4 2017 | Q3 2023 | 18 |
Orbitronix, LP | 8 | 1 | 0.16% | 2.15% | 6.26% | Q2 2013 | Q2 2016 | 18 |
CERTUITY, LLC | 16 | 16 | 0.03% | 0.15% | 0.28% | Q4 2019 | Q3 2023 | 18 |
NORRIS PERNE & FRENCH LLP/MI | 11 | 1 | 0.03% | 0.42% | 1.35% | Q1 2014 | Q3 2021 | 18 |
Bienville Capital Management, LLC | 7 | 5 | 0.02% | 4.13% | 25.28% | Q4 2018 | Q4 2021 | 18 |
One Capital Management, LLC | 14 | 4 | 0.01% | 0.59% | 1.53% | Q1 2014 | Q3 2023 | 18 |
Concert Wealth Management Inc. | 17 | 17 | 0.00% | 0.15% | 0.37% | Q2 2013 | Q2 2017 | 18 |
TOTH FINANCIAL ADVISORY CORP | 16 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.11% | 0.18% | 0.30% | Q2 2013 | Q3 2017 | 18 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.03% | 0.07% | Q1 2017 | Q3 2023 | 18 |
Rikoon Group, LLC | 18 | 18 | 0.08% | 0.12% | 0.16% | Q4 2016 | Q1 2021 | 18 |
Independence Advisors, LLC | 18 | 18 | 0.32% | 0.56% | 0.84% | Q2 2016 | Q3 2020 | 18 |
Financial Advantage, Inc. | 16 | 1 | 0.04% | 0.08% | 0.50% | Q4 2015 | Q3 2022 | 18 |
Fusion Family Wealth LLC | 18 | 18 | 0.00% | 0.07% | 0.18% | Q4 2016 | Q1 2021 | 18 |
Brouwer & Janachowski, LLC | 18 | 18 | 0.05% | 0.36% | 0.88% | Q4 2013 | Q1 2018 | 18 |
CAPITAL GUARDIAN TRUST CO | 16 | 2 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q4 2018 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 1.52% | 1.83% | 2.29% | Q2 2019 | Q3 2023 | 18 |
CIM, LLC | 8 | 1 | 0.04% | 0.08% | 0.12% | Q2 2018 | Q4 2022 | 17 |
HRT FINANCIAL LP | 3 | 1 | 0.02% | 0.75% | 3.13% | Q2 2015 | Q2 2023 | 17 |
Burleson & Company, LLC | 17 | 17 | 0.02% | 0.32% | 1.11% | Q4 2018 | Q4 2022 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.39% | 0.52% | 0.74% | Q2 2013 | Q2 2017 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.36% | 0.59% | 1.06% | Q2 2013 | Q3 2023 | 17 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 8.40% | 50.08% | Q4 2014 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q2 2017 | 17 |
WP Advisors, LLC | 13 | 4 | 0.17% | 2.20% | 3.82% | Q4 2016 | Q3 2022 | 17 |
Centiva Capital, LP | 8 | 1 | 0.02% | 0.71% | 3.31% | Q1 2018 | Q4 2020 | 17 |
Lee Financial Co | 9 | 8 | 0.00% | 0.04% | 0.12% | Q4 2016 | Q3 2023 | 17 |
DT Investment Partners, LLC | 16 | 1 | 0.07% | 0.33% | 0.59% | Q2 2015 | Q3 2023 | 17 |
Adero Partners, LLC | 16 | 16 | 0.02% | 0.17% | 0.53% | Q4 2019 | Q3 2023 | 17 |
Destination Wealth Management | 11 | 6 | 0.00% | 1.01% | 3.12% | Q1 2013 | Q2 2019 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.06% | 0.88% | Q4 2018 | Q3 2023 | 17 |
Arvest Bank Trust Division | 17 | 17 | 0.02% | 1.13% | 1.42% | Q3 2014 | Q3 2018 | 17 |
New England Private Wealth Advisors LLC | 17 | 17 | 0.24% | 0.51% | 0.61% | Q1 2017 | Q1 2021 | 17 |
CAPE ANN SAVINGS BANK | 16 | 1 | 0.15% | 0.56% | 0.98% | Q2 2013 | Q4 2020 | 17 |
FIRST MERCHANTS CORP | 17 | 17 | 0.13% | 0.34% | 0.78% | Q3 2019 | Q3 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.09% | 0.18% | 0.36% | Q3 2019 | Q3 2023 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.00% | 0.03% | 0.22% | Q4 2013 | Q4 2017 | 17 |
Summit Financial Strategies, Inc. | 15 | 2 | 0.07% | 0.19% | 0.35% | Q3 2015 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 14 | 3 | 0.00% | 0.05% | 0.15% | Q4 2018 | Q2 2023 | 17 |
Marble Harbor Investment Counsel, LLC | 15 | 1 | 0.13% | 0.29% | 1.74% | Q3 2015 | Q3 2023 | 17 |
ARMSTRONG SHAW ASSOCIATES INC/CT | 14 | 3 | 0.22% | 0.40% | 0.62% | Q2 2019 | Q3 2023 | 17 |
Betterment LLC | 11 | 6 | 0.00% | 0.05% | 0.14% | Q4 2014 | Q1 2020 | 17 |
State of New Jersey Common Pension Fund D | 10 | 7 | 0.02% | 3.77% | 42.05% | Q1 2014 | Q2 2018 | 17 |
MARIETTA INVESTMENT PARTNERS LLC | 13 | 1 | 0.08% | 0.11% | 0.21% | Q2 2013 | Q1 2019 | 17 |
Gladstone Institutional Advisory LLC | 17 | 17 | 0.03% | 0.06% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Laurel Wealth Advisors, Inc. | 8 | 1 | 0.05% | 0.08% | 0.12% | Q4 2016 | Q4 2022 | 17 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.17% | 1.26% | Q2 2015 | Q1 2023 | 17 |
McKinley Carter Wealth Services, Inc. | 11 | 6 | 0.05% | 0.24% | 0.66% | Q2 2013 | Q3 2023 | 17 |
BKS ADVISORS, LLC | 17 | 17 | 0.94% | 1.35% | 2.44% | Q1 2015 | Q1 2019 | 17 |
Advisors Preferred, LLC | 5 | 1 | 0.12% | 5.51% | 13.92% | Q3 2014 | Q1 2023 | 17 |
Probity Advisors, Inc. | 10 | 1 | 0.04% | 0.10% | 0.22% | Q2 2016 | Q4 2021 | 17 |
Ironwood Wealth Management, LLC. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 17 |
TEACHERS ADVISORS, LLC | 17 | 17 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2017 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.04% | 0.12% | 0.50% | Q2 2013 | Q2 2017 | 17 |
Sharkey, Howes & Javer | 16 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q2 2019 | 17 |
Financial Advisors Network, Inc. | 11 | 1 | 0.14% | 0.59% | 0.96% | Q4 2018 | Q3 2023 | 17 |
Pekin Hardy Strauss, Inc. | 11 | 6 | 0.03% | 0.08% | 0.13% | Q3 2017 | Q4 2021 | 17 |
Csenge Advisory Group | 12 | 5 | 0.02% | 0.39% | 0.80% | Q3 2017 | Q3 2023 | 17 |
Vontobel Swiss Wealth Advisors AG | 9 | 8 | 0.12% | 2.94% | 7.78% | Q4 2014 | Q2 2021 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q2 2017 | 17 |
SteelPeak Wealth, LLC | 16 | 16 | 0.30% | 0.49% | 0.83% | Q4 2019 | Q3 2023 | 16 |
Meridian Wealth Management, LLC | 13 | 3 | 0.06% | 0.32% | 0.68% | Q2 2019 | Q3 2023 | 16 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 15 | 1 | 0.01% | 0.07% | 0.35% | Q2 2014 | Q4 2020 | 16 |
XML Financial, LLC | 16 | 16 | 0.14% | 0.40% | 0.92% | Q4 2019 | Q3 2023 | 16 |
Moneda S.A. Administradora General de Fondos | 16 | 16 | 0.37% | 1.49% | 6.51% | Q4 2019 | Q3 2023 | 16 |
MPS Loria Financial Planners, LLC | 16 | 16 | 0.56% | 0.75% | 1.01% | Q2 2017 | Q1 2021 | 16 |
Triangle Securities Wealth Management | 15 | 1 | 0.01% | 0.11% | 0.14% | Q2 2013 | Q3 2023 | 16 |
NWI MANAGEMENT LP | 6 | 1 | 0.12% | 3.92% | 14.94% | Q2 2015 | Q2 2021 | 16 |
WealthBridge Investment Counsel Inc. | 16 | 16 | 4.05% | 6.64% | 8.94% | Q4 2019 | Q3 2023 | 16 |
SAGE FINANCIAL GROUP INC | 8 | 1 | 0.06% | 0.27% | 1.26% | Q4 2013 | Q1 2022 | 16 |
NorthRock Partners, LLC | 7 | 4 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 16 |
Halpern Financial, Inc. | 16 | 16 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Daiwa SB Investments Ltd. | 6 | 1 | 5.06% | 7.39% | 10.63% | Q3 2013 | Q1 2019 | 16 |
Hunting Hill Global Capital, LLC | 2 | 1 | 0.07% | 2.33% | 11.60% | Q2 2018 | Q3 2023 | 16 |
Glen Point Capital LLP | 5 | 1 | 0.27% | 31.86% | 85.25% | Q4 2016 | Q1 2021 | 16 |
Avion Wealth | 16 | 16 | 0.00% | 0.03% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Fulcrum Capital LLC | 9 | 2 | 0.11% | 0.98% | 4.06% | Q4 2017 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.09% | 0.50% | 1.49% | Q3 2019 | Q3 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.88% | 1.29% | 1.71% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.06% | 0.15% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Exchange Capital Management, Inc. | 8 | 8 | 0.00% | 0.22% | 1.81% | Q2 2013 | Q1 2018 | 16 |
Alpha Cubed Investments, LLC | 14 | 2 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q2 2023 | 16 |
Corient Capital Partners, LLC | 9 | 1 | 0.04% | 0.05% | 0.09% | Q4 2016 | Q3 2021 | 16 |
HCR Wealth Advisors | 16 | 16 | 0.02% | 0.13% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Arete Wealth Advisors, LLC | 11 | 1 | 0.02% | 0.34% | 1.79% | Q4 2013 | Q2 2023 | 16 |
J.W. COLE ADVISORS, INC. | 16 | 16 | 0.10% | 1.49% | 20.70% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.02% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Live Your Vision, LLC | 11 | 5 | 0.02% | 1.48% | 3.58% | Q3 2014 | Q1 2019 | 16 |
Altium Wealth Management LLC | 10 | 6 | 0.02% | 0.11% | 0.41% | Q4 2017 | Q1 2022 | 16 |
STEPH & CO | 16 | 16 | 0.16% | 1.00% | 2.23% | Q4 2019 | Q3 2023 | 16 |
NOESIS CAPITAL MANGEMENT CORP | 16 | 16 | 0.20% | 0.26% | 0.31% | Q4 2019 | Q3 2023 | 16 |
BlackRock Group LTD | 7 | 5 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2016 | 16 |
Krilogy Financial LLC | 15 | 1 | 0.01% | 0.07% | 0.12% | Q3 2015 | Q3 2019 | 16 |
IBERIABANK CORP | 14 | 2 | 0.06% | 0.54% | 2.40% | Q4 2012 | Q2 2020 | 16 |
Larson Financial Group LLC | 9 | 7 | 0.00% | 0.09% | 0.52% | Q4 2018 | Q3 2023 | 16 |
Lehman & Derafelo Financial Resources LLC | 12 | 3 | 0.02% | 0.10% | 0.20% | Q4 2018 | Q4 2022 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.09% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.08% | 0.49% | 1.10% | Q4 2019 | Q3 2023 | 16 |
Cornerstone Investment Partners, LLC | 12 | 4 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2021 | 16 |
FEDERATED HERMES, INC. | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 16 |
Optiver Holding B.V. | 6 | 2 | 0.00% | 0.06% | 0.41% | Q2 2021 | Q2 2023 | 16 |
FINANCIAL LIFE ADVISORS | 9 | 1 | 0.11% | 0.17% | 0.31% | Q4 2017 | Q3 2022 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.11% | 0.26% | 0.66% | Q4 2019 | Q3 2023 | 16 |
Core Wealth Advisors, Inc. | 16 | 16 | 0.00% | 0.27% | 2.12% | Q4 2019 | Q3 2023 | 16 |
EDGE ASSET MANAGEMENT, INC | 16 | 16 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q1 2017 | 16 |
HT Partners LLC | 15 | 1 | 0.16% | 4.41% | 5.94% | Q4 2018 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Resonant Capital Advisors, LLC | 16 | 16 | 0.06% | 0.14% | 0.31% | Q4 2019 | Q3 2023 | 16 |
Ellis Investment Partners, LLC | 16 | 16 | 0.01% | 0.05% | 0.12% | Q4 2018 | Q3 2022 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
GLOBEFLEX CAPITAL L P | 16 | 16 | 0.08% | 0.26% | 0.86% | Q3 2018 | Q2 2022 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.03% | 0.06% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Optas, LLC | 16 | 16 | 0.10% | 0.13% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Antonetti Capital Management LLC | 9 | 1 | 0.01% | 2.86% | 10.17% | Q2 2010 | Q3 2023 | 16 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 12 | 1 | 0.01% | 0.05% | 0.10% | Q3 2016 | Q4 2022 | 16 |
Wade Financial Advisory, Inc | 16 | 16 | 0.18% | 0.34% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Oldfather Financial Services, LLC | 16 | 16 | 1.29% | 1.42% | 1.55% | Q4 2019 | Q3 2023 | 16 |
Cordant, Inc. | 16 | 16 | 0.12% | 0.40% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Merit Financial Group, LLC | 16 | 16 | 0.02% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 9 | 1 | 0.05% | 0.11% | 0.29% | Q2 2013 | Q4 2017 | 16 |
Vigilant Capital Management, LLC | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.05% | 0.37% | 1.14% | Q4 2019 | Q3 2023 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.04% | 0.13% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.70% | 1.65% | 2.16% | Q4 2019 | Q3 2023 | 16 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 8 | 0.19% | 0.58% | 1.42% | Q4 2015 | Q4 2019 | 16 |
Virtu Financial LLC | 4 | 1 | 0.03% | 1.41% | 5.95% | Q3 2013 | Q1 2019 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.05% | 0.12% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Pointe Capital Management LLC | 15 | 1 | 0.01% | 0.35% | 0.68% | Q1 2015 | Q1 2023 | 16 |
PBMares Wealth Management LLC | 16 | 16 | 0.08% | 0.22% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.04% | 0.09% | 0.23% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.02% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Pine River Capital Management L.P. | 13 | 1 | 0.07% | 0.61% | 2.14% | Q4 2013 | Q3 2017 | 16 |
AlphaCore Capital LLC | 16 | 16 | 0.00% | 0.70% | 5.29% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.32% | 0.43% | 0.54% | Q2 2013 | Q1 2017 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.02% | 0.15% | 0.40% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.12% | 0.27% | 0.73% | Q4 2019 | Q3 2023 | 16 |
COHEN & STEERS, INC. | 16 | 16 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2019 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
OLD NATIONAL BANCORP /IN/ | 7 | 2 | 0.02% | 0.08% | 0.37% | Q2 2014 | Q3 2023 | 15 |
Weil Company, Inc. | 8 | 3 | 0.12% | 0.56% | 1.86% | Q1 2019 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.02% | 0.05% | Q2 2014 | Q4 2017 | 15 |
MARSHALL FINANCIAL GROUP INC /ADV | 15 | 15 | 0.09% | 0.20% | 0.35% | Q4 2018 | Q2 2022 | 15 |
Ausdal Financial Partners, Inc. | 5 | 1 | 0.08% | 0.17% | 0.58% | Q4 2015 | Q3 2021 | 15 |
Camelot Portfolios, LLC | 15 | 15 | 0.15% | 0.47% | 0.89% | Q4 2018 | Q2 2022 | 15 |
FIL Ltd | 14 | 14 | 0.01% | 0.03% | 0.19% | Q2 2015 | Q3 2018 | 15 |
BRANDES INVESTMENT PARTNERS, LP | 7 | 1 | 0.00% | 0.05% | 0.19% | Q4 2013 | Q4 2020 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 15 |
Clear Harbor Asset Management, LLC | 9 | 1 | 0.00% | 0.18% | 0.79% | Q3 2018 | Q3 2023 | 15 |
Ashmore Group plc | 12 | 3 | 0.00% | 2.11% | 25.39% | Q1 2013 | Q4 2016 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.27% | 0.58% | Q4 2019 | Q2 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Darwin Wealth Management, LLC | 8 | 1 | 0.01% | 1.44% | 3.79% | Q2 2016 | Q4 2022 | 15 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 12 | 3 | 0.01% | 0.23% | 0.56% | Q3 2019 | Q3 2023 | 15 |
Proficio Capital Partners LLC | 15 | 15 | 0.03% | 0.35% | 1.13% | Q4 2015 | Q2 2019 | 15 |
CIBC WORLD MARKETS CORP | 6 | 1 | 0.01% | 0.22% | 1.34% | Q3 2016 | Q3 2023 | 15 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 9 | 1 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q4 2017 | 15 |
NIPPON LIFE INSURANCE CO | 15 | 15 | 0.31% | 1.70% | 2.50% | Q2 2013 | Q4 2016 | 15 |
MARCO INVESTMENT MANAGEMENT LLC | 11 | 4 | 0.02% | 0.10% | 0.19% | Q2 2013 | Q3 2017 | 15 |
HighMark Wealth Management LLC | 15 | 15 | 0.05% | 0.08% | 0.14% | Q4 2019 | Q2 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q4 2016 | 15 |
Quantitative Investment Management, LLC | 4 | 1 | 0.07% | 3.61% | 14.44% | Q3 2013 | Q2 2021 | 15 |
TOBIAS FINANCIAL ADVISORS, INC. | 8 | 7 | 0.26% | 0.84% | 2.85% | Q4 2019 | Q3 2023 | 15 |
Edgestream Partners, L.P. | 5 | 1 | 0.04% | 0.33% | 1.01% | Q2 2014 | Q3 2023 | 15 |
Key FInancial Inc | 15 | 15 | 0.10% | 0.19% | 0.24% | Q1 2020 | Q3 2023 | 15 |
AXA S.A. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
ISTHMUS PARTNERS, LLC | 11 | 4 | 0.01% | 0.33% | 1.52% | Q4 2014 | Q3 2023 | 15 |
Peterson Wealth Advisors, LLC | 15 | 15 | 0.06% | 0.12% | 0.38% | Q1 2020 | Q3 2023 | 15 |
NATIXIS ADVISORS, L.P. | 8 | 1 | 0.02% | 0.19% | 0.49% | Q2 2013 | Q1 2019 | 15 |
Capital Bank & Trust Co | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2020 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 4 | 0.00% | 0.48% | 1.41% | Q4 2019 | Q3 2023 | 15 |
INTEGRATED WEALTH COUNSEL, LLC | 15 | 15 | 0.16% | 0.87% | 6.64% | Q2 2013 | Q4 2016 | 15 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 15 |
CenterStar Asset Management, LLC | 2 | 2 | 0.00% | 0.30% | 1.63% | Q4 2018 | Q3 2022 | 15 |
Trellis Advisors, LLC | 15 | 15 | 0.54% | 0.73% | 0.94% | Q1 2020 | Q3 2023 | 15 |
Relyea Zuckerberg Hanson LLC | 15 | 15 | 0.21% | 0.58% | 1.25% | Q1 2020 | Q3 2023 | 15 |
PANAGORA ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q3 2017 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Savior LLC | 10 | 5 | 0.00% | 2.66% | 19.35% | Q4 2019 | Q3 2023 | 15 |
Salient Capital Advisors, LLC | 10 | 2 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q2 2017 | 15 |
AVALON CAPITAL MANAGEMENT | 5 | 1 | 0.16% | 3.19% | 10.95% | Q4 2013 | Q2 2021 | 15 |
NORTHWEST WEALTH MANAGEMENT, LLC | 15 | 15 | 0.41% | 0.67% | 0.98% | Q1 2020 | Q3 2023 | 15 |
Stonehage Fleming Financial Services Holdings Ltd | 5 | 2 | 0.00% | 0.05% | 0.27% | Q4 2014 | Q3 2023 | 15 |
Avidian Wealth Solutions, LLC | 11 | 1 | 0.02% | 5.79% | 14.20% | Q4 2016 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.10% | 0.20% | 0.26% | Q2 2016 | Q4 2019 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.06% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Realta Investment Advisors | 11 | 4 | 0.02% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 15 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2020 | 15 |
Daniel Devine & Co | 15 | 15 | 1.75% | 2.17% | 2.61% | Q4 2014 | Q2 2018 | 15 |
Occidental Asset Management, LLC | 11 | 1 | 0.06% | 0.25% | 0.44% | Q2 2016 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.08% | 0.14% | 0.22% | Q2 2013 | Q4 2016 | 15 |
ERn Financial, LLC | 15 | 15 | 0.32% | 1.25% | 2.69% | Q1 2020 | Q3 2023 | 15 |
Financial Engines Advisors L.L.C. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Serengeti Asset Management LP | 12 | 1 | 1.23% | 6.35% | 13.31% | Q1 2014 | Q3 2019 | 15 |
WESTPORT ASSET MANAGEMENT INC | 15 | 15 | 4.13% | 4.58% | 5.61% | Q1 2020 | Q3 2023 | 15 |
SHEPHERD KAPLAN KROCHUK, LLC | 11 | 1 | 0.04% | 0.33% | 0.59% | Q3 2013 | Q2 2021 | 15 |
BOSTON RESEARCH & MANAGEMENT INC | 15 | 15 | 0.11% | 1.17% | 1.87% | Q2 2013 | Q4 2016 | 15 |
RESTON WEALTH MANAGEMENT LLC | 15 | 15 | 0.24% | 0.37% | 0.84% | Q4 2018 | Q2 2022 | 15 |
Braver Wealth Management, LLC | 15 | 15 | 0.15% | 1.15% | 1.93% | Q2 2013 | Q4 2016 | 15 |
Premise Capital, LLC | 13 | 2 | 0.01% | 3.42% | 8.54% | Q4 2015 | Q4 2019 | 15 |
B. Riley Wealth Management, Inc. | 7 | 1 | 0.00% | 0.07% | 0.22% | Q1 2014 | Q2 2022 | 15 |
Northeast Financial Consultants Inc | 7 | 4 | 0.01% | 0.05% | 0.13% | Q4 2017 | Q1 2022 | 15 |
Granite Point Capital Management, L.P. | 4 | 1 | 0.04% | 2.20% | 9.52% | Q2 2015 | Q1 2021 | 15 |
FMA ADVISORY INC | 15 | 15 | 0.12% | 0.28% | 0.57% | Q3 2017 | Q1 2021 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.05% | 0.06% | 0.12% | Q1 2020 | Q3 2023 | 15 |
BRR OpCo, LLC | 15 | 15 | 0.03% | 0.06% | 0.08% | Q1 2019 | Q3 2022 | 15 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 15 | 15 | 1.36% | 1.60% | 1.76% | Q1 2020 | Q3 2023 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q4 2016 | 15 |
Southern Wealth Management, LLP | 14 | 14 | 0.71% | 2.82% | 4.87% | Q4 2019 | Q1 2023 | 14 |
BRIDGES INVESTMENT COUNSEL INC/ | 14 | 14 | 0.26% | 0.66% | 1.10% | Q2 2013 | Q3 2016 | 14 |
FNY Managed Accounts LLC | 8 | 1 | 0.00% | 0.09% | 0.81% | Q2 2013 | Q1 2017 | 14 |
AVIVA PLC | 14 | 14 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2016 | 14 |
Chanos & Co LP | 7 | 1 | 0.43% | 3.13% | 4.84% | Q2 2013 | Q3 2020 | 14 |
QS Investors, LLC | 5 | 1 | 0.00% | 0.02% | 0.20% | Q2 2013 | Q4 2020 | 14 |
Heritage Wealth Advisors | 14 | 14 | 0.00% | 0.14% | 0.32% | Q2 2020 | Q3 2023 | 14 |
THORNBURG INVESTMENT MANAGEMENT INC | 12 | 1 | 0.00% | 0.01% | 0.09% | Q3 2014 | Q3 2023 | 14 |
Turim 21 Investimentos Ltda. | 9 | 1 | 0.02% | 0.33% | 2.12% | Q1 2018 | Q3 2023 | 14 |
Bridgewater Advisors Inc. | 11 | 3 | 0.14% | 0.65% | 1.96% | Q4 2013 | Q3 2023 | 14 |
Valiant Capital Management, L.P. | 11 | 1 | 4.30% | 10.71% | 19.60% | Q3 2013 | Q3 2022 | 14 |
Cordasco Financial Network | 7 | 7 | 0.04% | 0.16% | 0.30% | Q1 2017 | Q2 2022 | 14 |
EMERGING SOVEREIGN GROUP LLC | 4 | 3 | 0.31% | 3.19% | 17.14% | Q2 2013 | Q1 2018 | 14 |
NORTHSTAR WEALTH PARTNERS LLC | 8 | 6 | 0.14% | 0.33% | 0.52% | Q1 2017 | Q3 2020 | 14 |
Clarity Wealth Advisors, LLC | 14 | 14 | 1.06% | 1.89% | 2.24% | Q2 2020 | Q3 2023 | 14 |
Graticule Asia Macro Advisors LLC | 5 | 1 | 0.02% | 2.15% | 9.84% | Q1 2015 | Q2 2021 | 14 |
STATE OF WISCONSIN INVESTMENT BOARD | 13 | 1 | 0.00% | 0.28% | 1.34% | Q4 2013 | Q3 2023 | 14 |
FNY Investment Advisers, LLC | 3 | 1 | 0.00% | 0.07% | 0.41% | Q2 2018 | Q4 2022 | 14 |
Truvestments Capital LLC | 8 | 1 | 0.00% | 0.14% | 0.50% | Q2 2018 | Q2 2022 | 14 |
MATHER GROUP, LLC. | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Independent Portfolio Consultants, Inc. | 14 | 14 | 0.00% | 0.18% | 0.67% | Q1 2014 | Q2 2017 | 14 |
Board of Trustees of The Leland Stanford Junior University | 9 | 1 | 0.54% | 18.99% | 39.57% | Q2 2013 | Q3 2023 | 14 |
Polar Asset Management Partners Inc. | 5 | 1 | 0.01% | 0.15% | 0.76% | Q4 2015 | Q3 2021 | 14 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 9 | 1 | 0.20% | 0.40% | 0.64% | Q4 2017 | Q2 2022 | 14 |
Gerstein Fisher | 14 | 14 | 0.13% | 2.98% | 8.33% | Q2 2013 | Q3 2016 | 14 |
Lombard Odier Asset Management (USA) Corp | 5 | 1 | 0.13% | 2.34% | 6.15% | Q3 2016 | Q2 2023 | 14 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 14 | 14 | 1.09% | 1.96% | 5.41% | Q4 2013 | Q1 2017 | 14 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.33% | 0.88% | Q4 2013 | Q4 2019 | 14 |
Blue Chip Partners, LLC | 13 | 1 | 0.02% | 0.49% | 0.64% | Q4 2016 | Q1 2021 | 14 |
BW Gestao de Investimentos Ltda. | 4 | 1 | 1.13% | 4.53% | 16.25% | Q4 2013 | Q3 2023 | 14 |
Brandywine Global Investment Management, LLC | 7 | 3 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2019 | 14 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 13 | 1 | 0.07% | 0.13% | 0.27% | Q4 2015 | Q1 2020 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.15% | 0.23% | 0.41% | Q4 2017 | Q1 2021 | 14 |
AQR Capital Management | 7 | 2 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2018 | 14 |
Somerset Group LLC | 8 | 6 | 0.70% | 1.02% | 1.65% | Q2 2013 | Q4 2017 | 14 |
CONNORS INVESTOR SERVICES INC | 14 | 14 | 0.08% | 0.11% | 0.16% | Q2 2013 | Q3 2016 | 14 |
Private Vista, LLC | 6 | 1 | 0.06% | 0.19% | 0.52% | Q4 2015 | Q2 2020 | 14 |
Riverpoint Wealth Management Holdings, LLC | 13 | 1 | 0.01% | 0.41% | 0.54% | Q4 2016 | Q4 2022 | 14 |
Boothe Investment Group, Inc. | 14 | 14 | 0.35% | 0.56% | 0.78% | Q2 2020 | Q3 2023 | 14 |
Grace Capital | 14 | 14 | 0.10% | 0.14% | 0.26% | Q2 2018 | Q3 2021 | 14 |
Bruderman Asset Management, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2019 | 14 |
Argentus Capital Management, LLC | 8 | 1 | 0.05% | 0.28% | 0.52% | Q2 2013 | Q3 2016 | 14 |
Assured Investment Management LLC | 4 | 1 | 0.06% | 0.29% | 1.02% | Q4 2014 | Q4 2018 | 14 |
ClariVest Asset Management LLC | 7 | 7 | 0.01% | 0.13% | 0.20% | Q1 2018 | Q3 2021 | 14 |
Private Wealth Group, LLC | 11 | 1 | 0.42% | 1.93% | 7.12% | Q4 2017 | Q3 2023 | 14 |
DAVIDSON TRUST CO | 14 | 14 | 0.20% | 0.39% | 0.52% | Q2 2020 | Q3 2023 | 14 |
NAVELLIER & ASSOCIATES INC | 4 | 1 | 0.05% | 0.38% | 1.21% | Q3 2012 | Q3 2023 | 14 |
MEANS INVESTMENT CO., INC. | 12 | 12 | 0.00% | 0.41% | 1.57% | Q4 2018 | Q3 2021 | 14 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 10 | 4 | 0.02% | 0.08% | 0.14% | Q1 2020 | Q3 2023 | 14 |
AMERICAN CENTURY COMPANIES INC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2018 | 14 |
MANAGED ASSET PORTFOLIOS, LLC | 14 | 14 | 0.06% | 0.10% | 0.14% | Q3 2018 | Q4 2021 | 14 |
Progeny 3, Inc. | 5 | 1 | 0.40% | 12.50% | 48.56% | Q2 2013 | Q4 2019 | 14 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.03% | 0.48% | 1.11% | Q2 2019 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.03% | 1.32% | 3.46% | Q4 2013 | Q1 2017 | 14 |
INVERNESS COUNSEL LLC /NY/ | 8 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q2 2022 | 14 |
Fluent Financial, LLC | 10 | 1 | 0.79% | 1.88% | 2.79% | Q4 2017 | Q3 2023 | 13 |
FORESTERS ASSET MANAGEMENT INC. | 13 | 13 | 1.84% | 2.26% | 2.69% | Q2 2016 | Q2 2019 | 13 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 13 |
Crabel Capital Management, LLC | 5 | 1 | 0.15% | 0.28% | 0.42% | Q1 2018 | Q3 2023 | 13 |
Bank Pictet & Cie (Europe) AG | 5 | 1 | 0.07% | 0.36% | 1.00% | Q4 2013 | Q2 2019 | 13 |
WESTPORT RESOURCES MANAGEMENT INC | 13 | 13 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q2 2016 | 13 |
Sepio Capital, LP | 13 | 13 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q4 2021 | 13 |
GLG Partners LP | 5 | 1 | 0.03% | 0.73% | 2.49% | Q2 2013 | Q3 2016 | 13 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 13 | 13 | 0.03% | 0.06% | 0.07% | Q2 2019 | Q2 2022 | 13 |
LETKO, BROSSEAU & ASSOCIATES INC | 13 | 13 | 0.09% | 0.14% | 0.15% | Q2 2013 | Q2 2016 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.08% | 0.13% | 0.17% | Q2 2013 | Q2 2016 | 13 |
Banco BTG Pactual S.A. | 5 | 1 | 0.00% | 0.37% | 2.30% | Q2 2018 | Q2 2023 | 13 |
IFG Advisors, LLC | 6 | 2 | 0.08% | 0.16% | 0.41% | Q3 2019 | Q3 2023 | 13 |
MBB PUBLIC MARKETS I LLC | 8 | 8 | 0.01% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.05% | 0.11% | 0.17% | Q3 2020 | Q3 2023 | 13 |
Parcion Private Wealth LLC | 7 | 6 | 0.03% | 0.25% | 0.54% | Q2 2020 | Q3 2023 | 13 |
LWS Wealth Advisors, Inc. | 12 | 1 | 0.09% | 0.30% | 1.01% | Q4 2019 | Q3 2023 | 13 |
Spears Abacus Advisors LLC | 13 | 13 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2021 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Zions Bancorporation | 13 | 13 | 0.03% | 0.04% | 0.07% | Q1 2015 | Q1 2018 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.17% | 0.50% | 1.43% | Q2 2013 | Q2 2016 | 13 |
Glovista Investments LLC | 3 | 1 | 0.05% | 0.77% | 2.38% | Q2 2013 | Q2 2023 | 13 |
Glassman Wealth Services | 9 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2021 | 13 |
Cornerstone Advisors, Inc. | 8 | 1 | 0.01% | 0.36% | 1.74% | Q2 2013 | Q3 2020 | 13 |
KELLEHER FINANCIAL ADVISORS | 13 | 13 | 0.11% | 0.16% | 0.21% | Q3 2013 | Q3 2016 | 13 |
Gilbert & Cook, Inc. | 13 | 13 | 0.07% | 0.17% | 0.22% | Q4 2016 | Q4 2019 | 13 |
New Harbor Financial Group, LLC | 5 | 3 | 3.00% | 9.94% | 13.29% | Q4 2020 | Q2 2023 | 13 |
GREENWOOD CAPITAL ASSOCIATES LLC | 10 | 3 | 0.19% | 1.53% | 3.54% | Q2 2014 | Q1 2018 | 13 |
ACADIAN ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.02% | 0.09% | Q4 2018 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.05% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Clean Yield Group | 12 | 1 | 0.02% | 0.05% | 0.10% | Q1 2015 | Q4 2020 | 13 |
Global Financial Private Capital, Inc | 12 | 1 | 0.02% | 0.62% | 0.92% | Q1 2017 | Q2 2020 | 13 |
WESPAC Advisors SoCal, LLC | 10 | 3 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 13 |
Water Oak Advisors LLC | 12 | 1 | 0.99% | 1.32% | 1.67% | Q2 2017 | Q3 2020 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 13 | 13 | 0.02% | 0.07% | 0.19% | Q3 2020 | Q3 2023 | 13 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.05% | 0.17% | Q4 2013 | Q4 2020 | 13 |
Axiom Investment Management LLC | 7 | 6 | 0.04% | 0.16% | 0.34% | Q1 2019 | Q4 2022 | 13 |
ISLAY CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
NS Partners Ltd | 10 | 1 | 0.05% | 0.25% | 1.13% | Q4 2015 | Q2 2023 | 13 |
PagnatoKarp Partners LLC | 13 | 13 | 0.09% | 0.21% | 0.38% | Q1 2017 | Q1 2020 | 13 |
Berkeley Capital Partners, LLC | 5 | 1 | 0.15% | 0.54% | 3.73% | Q4 2015 | Q4 2021 | 13 |
Hapanowicz & Associates Financial Services, Inc | 13 | 13 | 2.92% | 3.39% | 3.80% | Q3 2018 | Q3 2021 | 13 |
Smart Portfolios, LLC | 11 | 2 | 0.07% | 1.81% | 5.08% | Q1 2017 | Q3 2020 | 13 |
FAGAN ASSOCIATES, INC. | 13 | 13 | 0.28% | 0.63% | 0.82% | Q1 2017 | Q1 2020 | 13 |
SEARLE & CO. | 12 | 1 | 0.06% | 0.11% | 0.16% | Q3 2019 | Q2 2023 | 13 |
Stadion Money Management, LLC | 4 | 1 | 0.02% | 0.23% | 1.02% | Q3 2013 | Q2 2019 | 13 |
WEXFORD CAPITAL LP | 5 | 1 | 0.07% | 1.28% | 3.87% | Q3 2016 | Q4 2022 | 13 |
UNITED BANK, INC. | 8 | 5 | 0.10% | 0.16% | 0.31% | Q2 2013 | Q4 2016 | 13 |
Soros Fund Management | 2 | 1 | 0.03% | 1.57% | 6.98% | Q2 2013 | Q1 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2019 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.52% | 0.75% | 0.92% | Q3 2020 | Q3 2023 | 13 |
Berkshire Bank | 13 | 13 | 0.08% | 0.15% | 0.22% | Q3 2020 | Q3 2023 | 13 |
DENVER INVESTMENT ADVISORS LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2018 | 13 |
Richard P Slaughter Associates Inc | 13 | 13 | 0.12% | 0.71% | 1.94% | Q4 2020 | Q4 2023 | 13 |
Connecticut Wealth Management, LLC | 3 | 1 | 0.03% | 0.11% | 0.52% | Q3 2016 | Q3 2023 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.06% | 0.18% | 0.33% | Q3 2020 | Q3 2023 | 13 |
Baron Financial Group, LLC | 13 | 13 | 2.25% | 2.82% | 3.83% | Q3 2020 | Q3 2023 | 13 |
Pinnacle Advisory Group, Inc. | 8 | 1 | 0.02% | 0.06% | 0.07% | Q2 2013 | Q1 2021 | 13 |
KING LUTHER CAPITAL MANAGEMENT CORP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 13 |
Essex Financial Services, Inc. | 9 | 1 | 0.04% | 0.09% | 0.17% | Q4 2016 | Q3 2022 | 13 |
VECTOR WEALTH MANAGEMENT, LLC | 13 | 13 | 0.16% | 0.73% | 1.31% | Q4 2013 | Q4 2016 | 13 |
LMR Partners LLP | 5 | 1 | 0.16% | 2.67% | 5.22% | Q2 2014 | Q2 2022 | 13 |
Emerson Wealth, LLC | 13 | 13 | 0.34% | 0.39% | 0.45% | Q2 2019 | Q2 2022 | 13 |
FIRST AMERICAN TRUST, FSB | 5 | 2 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q1 2023 | 13 |
Wealth Alliance | 12 | 1 | 0.05% | 0.17% | 0.44% | Q1 2020 | Q2 2023 | 13 |
Leonetti & Associates, LLC | 8 | 5 | 0.40% | 0.77% | 2.19% | Q3 2014 | Q4 2018 | 13 |
RAND WEALTH, LLC | 6 | 3 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2018 | 13 |
Lattice Strategies LLC | 11 | 1 | 0.28% | 1.80% | 3.08% | Q2 2013 | Q4 2018 | 12 |
Accuvest Global Advisors | 9 | 1 | 0.41% | 2.21% | 8.72% | Q3 2016 | Q1 2021 | 12 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 9 | 1 | 0.47% | 0.51% | 0.56% | Q2 2019 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.04% | 0.10% | 0.18% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.10% | 0.42% | 1.14% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.06% | 0.12% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 0.27% | 0.90% | 1.10% | Q4 2020 | Q3 2023 | 12 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.22% | 0.38% | 0.57% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Bordeaux Wealth Advisors LLC | 12 | 12 | 0.14% | 0.42% | 0.84% | Q4 2020 | Q3 2023 | 12 |
Sunflower Bank, N.A. | 12 | 12 | 0.11% | 0.30% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.09% | 0.16% | 0.29% | Q4 2020 | Q3 2023 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.10% | 0.25% | 0.52% | Q4 2015 | Q3 2018 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.13% | 0.28% | 0.51% | Q4 2020 | Q3 2023 | 12 |
MAPLELANE CAPITAL, LLC | 3 | 1 | 0.00% | 1.34% | 3.77% | Q3 2013 | Q3 2017 | 12 |
ACT WEALTH MANAGEMENT, LLC | 12 | 12 | 0.13% | 0.19% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.05% | 0.09% | 0.14% | Q4 2020 | Q3 2023 | 12 |
Annandale Capital, LLC | 12 | 12 | 0.28% | 0.92% | 1.94% | Q4 2020 | Q3 2023 | 12 |
Cypress Wealth Advisors LLC | 8 | 4 | 0.24% | 2.96% | 5.50% | Q2 2015 | Q2 2018 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.66% | 0.99% | 1.46% | Q4 2020 | Q3 2023 | 12 |
Spotlight Asset Group, Inc. | 8 | 1 | 0.28% | 0.47% | 0.90% | Q4 2019 | Q3 2023 | 12 |
Capital Wealth Alliance, LLC | 7 | 1 | 0.06% | 0.62% | 1.50% | Q4 2019 | Q3 2023 | 12 |
Aberdeen Wealth Management LLC | 8 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 12 |
Delphi Private Advisors LLC | 12 | 12 | 0.00% | 0.08% | 0.51% | Q4 2015 | Q3 2018 | 12 |
Orion Portfolio Solutions, LLC | 10 | 2 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 12 |
Price Wealth, LLC | 12 | 12 | 0.08% | 3.80% | 6.46% | Q4 2017 | Q3 2020 | 12 |
First Command Bank | 8 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 12 |
Resolute Advisors LLC | 12 | 12 | 0.03% | 0.12% | 0.51% | Q4 2020 | Q3 2023 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 12 |
Candriam S.C.A. | 10 | 1 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q4 2018 | 12 |
ATLAS CAPITAL ADVISORS LLC | 10 | 2 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q1 2021 | 12 |
Venture Visionary Partners LLC | 12 | 12 | 0.02% | 0.17% | 0.60% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Jabre Capital Partners S.A. | 6 | 2 | 0.61% | 5.50% | 21.74% | Q1 2014 | Q4 2018 | 12 |
New England Professional Planning Group Inc. | 7 | 1 | 0.17% | 0.49% | 0.86% | Q4 2014 | Q4 2019 | 12 |
Dana Investment Advisors, Inc. | 12 | 12 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q4 2022 | 12 |
TBH Global Asset Management, LLC | 12 | 12 | 0.07% | 0.11% | 0.14% | Q3 2020 | Q2 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.00% | 0.18% | 1.01% | Q2 2013 | Q1 2016 | 12 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 11 | 1 | 0.16% | 1.16% | 3.23% | Q1 2020 | Q3 2023 | 12 |
Gunma Bank,Ltd. | 12 | 12 | 4.53% | 5.30% | 5.90% | Q2 2013 | Q1 2016 | 12 |
Guidance Point Advisors, LLC | 12 | 12 | 0.09% | 0.32% | 0.37% | Q4 2018 | Q3 2021 | 12 |
PDT Partners, LLC | 3 | 1 | 0.01% | 0.22% | 0.84% | Q2 2013 | Q1 2018 | 12 |
Parametric Risk Advisors LLC | 12 | 12 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q1 2016 | 12 |
Traynor Capital Management, Inc. | 12 | 12 | 0.07% | 0.12% | 0.17% | Q1 2017 | Q4 2019 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 12 | 0.09% | 2.08% | 4.13% | Q4 2015 | Q3 2018 | 12 |
Stearns Financial Services Group | 9 | 3 | 0.02% | 0.12% | 0.40% | Q2 2013 | Q3 2020 | 12 |
EWG Elevate Inc. | 7 | 5 | 0.10% | 1.11% | 2.80% | Q1 2020 | Q3 2023 | 12 |
Clal Insurance Enterprises Holdings Ltd | 7 | 2 | 0.00% | 0.72% | 5.15% | Q4 2014 | Q2 2022 | 12 |
Evolution Wealth Advisors, LLC | 8 | 1 | 0.02% | 0.16% | 0.28% | Q1 2019 | Q3 2023 | 12 |
Sheaff Brock Investment Advisors, LLC | 10 | 2 | 0.02% | 0.02% | 0.03% | Q3 2017 | Q2 2021 | 12 |
First Command Financial Services, Inc. | 8 | 4 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q4 2021 | 12 |
LOOMIS SAYLES & CO L P | 5 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q2 2023 | 12 |
Cornerstone Management, Inc. | 9 | 3 | 0.11% | 0.39% | 0.52% | Q4 2014 | Q1 2020 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.48% | 0.64% | 1.02% | Q4 2020 | Q3 2023 | 12 |
COWEN AND COMPANY, LLC | 3 | 1 | 0.00% | 0.04% | 0.27% | Q4 2019 | Q3 2023 | 12 |
CreativeOne Wealth, LLC | 12 | 12 | 0.05% | 0.07% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 0.04% | 0.10% | 0.25% | Q4 2020 | Q3 2023 | 12 |
Maple Capital Management, Inc. | 12 | 12 | 0.07% | 0.15% | 0.21% | Q1 2017 | Q4 2019 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2018 | Q3 2021 | 12 |
NewFocus Financial Group, LLC | 8 | 4 | 0.08% | 0.42% | 1.03% | Q1 2014 | Q4 2020 | 12 |
SouthState Corp | 9 | 3 | 0.01% | 0.15% | 0.36% | Q2 2013 | Q1 2022 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.29% | 0.45% | 0.63% | Q2 2013 | Q1 2016 | 12 |
Rossmore Private Capital | 6 | 6 | 0.06% | 0.14% | 0.35% | Q4 2017 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.02% | 0.05% | 0.14% | Q4 2017 | Q3 2023 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 7 | 5 | 0.04% | 0.07% | 0.18% | Q4 2018 | Q4 2021 | 12 |
STRATEGY ASSET MANAGERS LLC | 8 | 1 | 0.06% | 0.09% | 0.19% | Q4 2019 | Q3 2023 | 12 |
Raab & Moskowitz Asset Management LLC | 10 | 1 | 0.02% | 0.65% | 1.05% | Q4 2013 | Q4 2019 | 12 |
55I, LLC | 11 | 1 | 0.10% | 0.36% | 1.12% | Q2 2019 | Q3 2022 | 12 |
CULLINAN ASSOCIATES INC | 9 | 3 | 0.02% | 0.02% | 0.03% | Q1 2015 | Q1 2018 | 12 |
CAPITAL ADVISORS INC/OK | 9 | 3 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2019 | 12 |
Kovack Advisors, Inc. | 6 | 1 | 0.02% | 0.19% | 1.56% | Q1 2013 | Q4 2021 | 12 |
Brick & Kyle, Associates | 10 | 2 | 0.07% | 0.12% | 0.28% | Q4 2014 | Q1 2020 | 12 |
Colony Family Offices, LLC | 12 | 12 | 0.48% | 1.10% | 1.93% | Q4 2020 | Q3 2023 | 12 |
CHURCHILL MANAGEMENT Corp | 4 | 1 | 0.05% | 0.82% | 2.97% | Q2 2014 | Q2 2023 | 12 |
Man Group plc | 5 | 1 | 0.00% | 0.12% | 0.36% | Q1 2018 | Q2 2023 | 12 |
Peak Capital Management LLC | 12 | 12 | 0.26% | 0.32% | 0.40% | Q2 2017 | Q1 2020 | 12 |
Leucadia National | 4 | 1 | 0.01% | 2.80% | 19.00% | Q2 2017 | Q3 2023 | 12 |
BFSG, LLC | 12 | 12 | 0.16% | 0.40% | 0.58% | Q1 2017 | Q4 2019 | 12 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.00% | 0.31% | 1.99% | Q2 2013 | Q2 2019 | 12 |
Ilmarinen Mutual Pension Insurance Co | 6 | 6 | 0.10% | 0.48% | 1.07% | Q2 2020 | Q3 2023 | 12 |
NISA INVESTMENT ADVISORS, LLC | 12 | 12 | 0.24% | 0.42% | 0.48% | Q2 2013 | Q1 2016 | 12 |
Fortis Advisors, LLC | 12 | 12 | 0.02% | 0.34% | 0.80% | Q3 2017 | Q2 2020 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.05% | 0.36% | 0.77% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.47% | 0.74% | 1.29% | Q4 2020 | Q3 2023 | 12 |
ArchPoint Investors | 9 | 3 | 0.00% | 0.29% | 1.49% | Q4 2015 | Q1 2021 | 12 |
Foster Group, Inc. | 12 | 12 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.74% | 1.17% | 1.76% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.19% | 0.30% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Accretive Wealth Partners, LLC | 12 | 12 | 0.21% | 0.31% | 0.56% | Q4 2020 | Q3 2023 | 12 |
WIT, LLC | 12 | 12 | 0.45% | 4.10% | 8.99% | Q4 2020 | Q3 2023 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 4.44% | 5.08% | 6.57% | Q4 2020 | Q3 2023 | 12 |
Sierra Capital LLC | 11 | 11 | 0.20% | 0.42% | 0.72% | Q1 2021 | Q3 2023 | 11 |
Visionary Asset Management, Inc. | 6 | 1 | 0.06% | 0.13% | 0.18% | Q3 2013 | Q3 2018 | 11 |
RATIONAL ADVISORS LLC | 5 | 1 | 0.03% | 0.50% | 1.84% | Q1 2009 | Q4 2016 | 11 |
InterOcean Capital Group, LLC | 7 | 4 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 11 |
VICUS CAPITAL | 8 | 3 | 0.04% | 0.76% | 2.15% | Q3 2013 | Q1 2021 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.14% | 0.31% | 0.41% | Q4 2019 | Q2 2022 | 11 |
Newman Dignan & Sheerar, Inc. | 11 | 11 | 0.02% | 0.30% | 1.57% | Q2 2013 | Q4 2015 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.09% | 0.23% | 0.50% | Q1 2019 | Q1 2022 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
FIDUCIENT ADVISORS LLC | 8 | 1 | 0.02% | 0.31% | 0.60% | Q1 2018 | Q3 2023 | 11 |
Barrington Strategic Wealth Management Group LLC | 5 | 3 | 0.23% | 0.79% | 3.20% | Q2 2013 | Q3 2017 | 11 |
Apriem Advisors | 7 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2018 | 11 |
Rain Capital Management, LLC | 9 | 2 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 11 |
JCIC Asset Management Inc. | 11 | 11 | 0.05% | 5.32% | 8.75% | Q2 2013 | Q4 2015 | 11 |
Phoenix Holdings Ltd. | 6 | 2 | 0.02% | 0.25% | 0.96% | Q3 2019 | Q3 2023 | 11 |
Cadence Wealth Management LLC | 11 | 11 | 2.76% | 5.06% | 12.38% | Q1 2021 | Q3 2023 | 11 |
Crosspoint Capital Strategies, LLC | 7 | 1 | 0.00% | 0.14% | 1.34% | Q4 2013 | Q3 2017 | 11 |
Gresham Partners, LLC | 7 | 4 | 0.22% | 12.71% | 73.76% | Q4 2014 | Q1 2020 | 11 |
ANCHOR CAPITAL ADVISORS LLC | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Caprock Group, LLC | 9 | 1 | 0.02% | 0.17% | 0.31% | Q4 2014 | Q3 2022 | 11 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.08% | 0.26% | Q2 2013 | Q2 2017 | 11 |
Biltmore Family Office, LLC | 8 | 3 | 0.00% | 0.04% | 0.11% | Q2 2019 | Q3 2023 | 11 |
JD CAPITAL MANAGEMENT LLC | 5 | 1 | 0.28% | 3.11% | 5.08% | Q2 2013 | Q1 2020 | 11 |
Kalos Management, Inc. | 4 | 1 | 0.01% | 0.46% | 1.41% | Q4 2015 | Q2 2023 | 11 |
CULBERTSON A N & CO INC | 11 | 11 | 0.47% | 0.75% | 1.05% | Q2 2013 | Q4 2015 | 11 |
Cable Hill Partners, LLC | 7 | 4 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2019 | 11 |
Westshore Wealth, LLC | 10 | 1 | 0.30% | 0.62% | 0.91% | Q4 2019 | Q2 2023 | 11 |
D. E. Shaw & Co., Inc. | 4 | 1 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q2 2022 | 11 |
Alley Co LLC | 11 | 11 | 0.33% | 0.66% | 0.98% | Q2 2013 | Q4 2015 | 11 |
BANK OF NOVA SCOTIA TRUST CO | 10 | 1 | 0.01% | 0.05% | 0.07% | Q2 2013 | Q3 2017 | 11 |
Spire Wealth Management | 11 | 11 | 0.07% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Sculptor Capital LP | 4 | 1 | 0.00% | 0.14% | 0.26% | Q2 2013 | Q4 2016 | 11 |
Apollon Wealth Management, LLC | 8 | 1 | 0.04% | 0.09% | 0.30% | Q3 2019 | Q3 2023 | 11 |
NorthCoast Asset Management LLC | 10 | 1 | 0.18% | 0.24% | 0.32% | Q4 2018 | Q3 2021 | 11 |
World Asset Management Inc | 11 | 11 | 0.09% | 0.12% | 0.18% | Q2 2013 | Q4 2015 | 11 |
Cornerstone Wealth Advisors, Inc. | 11 | 11 | 0.10% | 0.15% | 0.22% | Q1 2021 | Q3 2023 | 11 |
Daiwa Securities Group Inc. | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 11 |
Well Done, LLC | 9 | 1 | 0.02% | 0.09% | 0.18% | Q1 2018 | Q3 2023 | 11 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 10 | 1 | 0.03% | 0.64% | 1.03% | Q2 2013 | Q3 2016 | 11 |
Maryland Capital Management | 11 | 11 | 0.06% | 0.11% | 0.23% | Q2 2013 | Q4 2015 | 11 |
Relative Value Partners Group, LLC | 5 | 1 | 0.02% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 11 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 1 | 0.01% | 0.04% | 0.36% | Q4 2013 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 11 |
NWK Group, Inc. | 11 | 11 | 0.02% | 0.06% | 0.10% | Q4 2019 | Q2 2022 | 11 |
PEAR TREE ADVISORS INC | 11 | 11 | 0.00% | 0.85% | 3.74% | Q4 2013 | Q2 2016 | 11 |
TOWNSQUARE CAPITAL LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 11 |
PERRY CAPITAL | 9 | 2 | 1.68% | 6.06% | 13.24% | Q3 2013 | Q2 2016 | 11 |
Susquehanna International Group Ltd. | 4 | 1 | 0.56% | 4.87% | 15.67% | Q1 2019 | Q3 2022 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.05% | 0.13% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Stratos Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.08% | 0.18% | Q1 2020 | Q3 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.00% | 0.04% | 0.12% | Q3 2020 | Q1 2023 | 11 |
Schonfeld Strategic Advisors LLC | 3 | 2 | 0.00% | 0.03% | 0.08% | Q2 2022 | Q3 2023 | 11 |
Columbia Trust Co 01012016 | 8 | 3 | 0.24% | 0.37% | 0.54% | Q4 2019 | Q3 2022 | 11 |
SMITH CHAS P & ASSOCIATES PA CPAS | 9 | 2 | 0.18% | 1.42% | 2.98% | Q3 2013 | Q1 2017 | 11 |
PointState Capital LP | 3 | 1 | 0.04% | 1.54% | 7.88% | Q1 2016 | Q4 2021 | 11 |
Newport Capital Group, LLC | 9 | 2 | 0.43% | 0.72% | 0.84% | Q4 2020 | Q3 2023 | 11 |
RS INVESTMENT MANAGEMENT CO LLC | 10 | 1 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2016 | 11 |
MKP Capital Management, L.L.C. | 3 | 1 | 2.49% | 38.21% | 87.68% | Q2 2013 | Q2 2023 | 11 |
Nokota Management, LP | 4 | 1 | 0.16% | 3.04% | 7.46% | Q1 2017 | Q4 2019 | 11 |
STRATTON MANAGEMENT CO | 11 | 11 | 0.10% | 0.21% | 0.38% | Q2 2013 | Q4 2015 | 11 |
BLACKROCK ADVISORS LLC | 4 | 4 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2016 | 11 |
Faithward Advisors, LLC | 6 | 5 | 0.04% | 0.07% | 0.11% | Q3 2019 | Q2 2022 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.03% | 0.05% | 0.09% | Q1 2021 | Q3 2023 | 11 |
COLLECTIVE FAMILY OFFICE LLC | 7 | 4 | 0.11% | 0.19% | 0.31% | Q4 2020 | Q3 2023 | 11 |
Sage Capital Advisors,llc | 8 | 1 | 0.08% | 0.26% | 0.74% | Q1 2018 | Q3 2023 | 11 |
Legal & General Group Plc | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2021 | 11 |
Innova Wealth Partners | 4 | 2 | 0.00% | 0.93% | 2.70% | Q4 2020 | Q3 2023 | 11 |
SeaTown Holdings Pte. Ltd. | 10 | 1 | 0.71% | 4.41% | 12.82% | Q1 2017 | Q4 2019 | 11 |
Gs Investments, Inc. | 11 | 11 | 0.15% | 0.17% | 0.18% | Q2 2017 | Q4 2019 | 11 |
Bogart Wealth, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
BTG Pactual Global Asset Management Ltd | 4 | 1 | 0.17% | 2.43% | 11.80% | Q2 2018 | Q3 2023 | 11 |
Nationwide Fund Advisors | 6 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2016 | 11 |
Stewardship Financial Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.03% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Coyle Financial Counsel LLC | 5 | 1 | 0.20% | 3.42% | 8.30% | Q4 2013 | Q4 2019 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.01% | 0.10% | 0.23% | Q4 2019 | Q2 2022 | 11 |
Cypress Wealth Services, LLC | 5 | 1 | 0.06% | 0.25% | 0.48% | Q4 2017 | Q3 2023 | 11 |
Risk Paradigm Group, LLC | 8 | 1 | 0.10% | 0.23% | 0.51% | Q1 2015 | Q4 2018 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q2 2020 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.06% | 0.09% | 0.14% | Q1 2019 | Q3 2021 | 11 |
Heartwood Wealth Advisors LLC | 10 | 1 | 0.04% | 0.17% | 0.32% | Q4 2019 | Q3 2022 | 11 |
WealthTrust Fairport, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2019 | 11 |
Charles Schwab Investment Advisory, Inc. | 6 | 5 | 0.00% | 0.76% | 1.48% | Q2 2013 | Q4 2019 | 11 |
Ridgewood Investments LLC | 10 | 10 | 0.24% | 0.25% | 0.26% | Q3 2018 | Q4 2020 | 10 |
Formidable Asset Management, LLC | 5 | 1 | 0.01% | 0.08% | 0.19% | Q3 2015 | Q2 2021 | 10 |
CTC Alternative Strategies, Ltd. | 3 | 1 | 0.02% | 0.35% | 2.51% | Q2 2013 | Q3 2023 | 10 |
Bedell Frazier Investment Counselling, LLC | 9 | 1 | 0.36% | 3.87% | 6.03% | Q3 2016 | Q4 2022 | 10 |
High Falls Advisors, Inc | 4 | 2 | 0.00% | 0.12% | 0.23% | Q4 2015 | Q4 2022 | 10 |
Verity Asset Management, Inc. | 5 | 1 | 0.22% | 1.12% | 2.03% | Q3 2016 | Q2 2021 | 10 |
Van Cleef Asset Management,Inc | 8 | 1 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q1 2022 | 10 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 3 | 1 | 0.46% | 4.32% | 9.34% | Q2 2014 | Q3 2019 | 10 |
Advisor Resource Council | 10 | 10 | 0.17% | 0.47% | 1.92% | Q2 2021 | Q3 2023 | 10 |
Abundance Wealth Counselors | 5 | 5 | 0.08% | 0.15% | 0.20% | Q2 2020 | Q4 2022 | 10 |
Hillcrest Wealth Advisors - NY, LLC | 10 | 10 | 0.13% | 0.15% | 0.21% | Q2 2021 | Q3 2023 | 10 |
Cadence Bank | 7 | 3 | 0.03% | 0.08% | 0.12% | Q2 2020 | Q1 2023 | 10 |
Torch Wealth Management LLC | 9 | 1 | 0.12% | 1.72% | 2.48% | Q4 2013 | Q4 2019 | 10 |
Blue Edge Capital, LLC | 7 | 1 | 0.04% | 0.06% | 0.08% | Q2 2018 | Q1 2022 | 10 |
Versant Capital Management, Inc | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2019 | 10 |
GUGGENHEIM CAPITAL LLC | 4 | 1 | 0.00% | 1.96% | 6.32% | Q2 2013 | Q4 2018 | 10 |
SYM FINANCIAL Corp | 6 | 4 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q2 2021 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.20% | 0.25% | 0.35% | Q1 2021 | Q3 2023 | 10 |
LINDEN ADVISORS LP | 2 | 1 | 0.02% | 0.29% | 0.94% | Q2 2015 | Q4 2022 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2021 | 10 |
Jaffetilchin Investment Partners, LLC | 3 | 1 | 0.06% | 0.74% | 3.04% | Q2 2013 | Q2 2021 | 10 |
Cutter & CO Brokerage, Inc. | 10 | 10 | 0.14% | 0.19% | 0.29% | Q2 2017 | Q3 2019 | 10 |
Thiel Macro LLC | 7 | 1 | 0.23% | 11.16% | 61.98% | Q2 2015 | Q2 2019 | 10 |
Riggs Asset Managment Co. Inc. | 8 | 2 | 0.00% | 3.26% | 5.44% | Q3 2016 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.06% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 10 |
KABOUTER MANAGEMENT, LLC | 10 | 10 | 0.20% | 0.50% | 0.89% | Q2 2021 | Q3 2023 | 10 |
SMITH HAYES Advisers, Inc | 9 | 1 | 0.04% | 0.07% | 0.15% | Q2 2013 | Q1 2016 | 10 |
Financial Services Advisory Inc | 4 | 1 | 0.13% | 1.11% | 3.89% | Q4 2017 | Q3 2023 | 10 |
MENDON CAPITAL ADVISORS CORP | 8 | 1 | 0.58% | 1.42% | 3.06% | Q4 2016 | Q3 2019 | 10 |
FIDUCIARY TRUST INTERNATIONAL LLC | 5 | 5 | 0.20% | 0.80% | 2.39% | Q2 2013 | Q2 2020 | 10 |
Cornerstone Wealth Management, LLC | 6 | 1 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q4 2021 | 10 |
FCA CORP /TX | 10 | 10 | 0.99% | 1.42% | 1.90% | Q2 2013 | Q3 2015 | 10 |
Retirement Planning Group, LLC | 10 | 10 | 0.09% | 1.01% | 2.49% | Q2 2013 | Q3 2015 | 10 |
Banco de Sabadell, S.A | 7 | 3 | 0.01% | 1.52% | 4.58% | Q4 2017 | Q1 2021 | 10 |
Syverson Strege & Co | 10 | 10 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q1 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q1 2017 | 10 |
Alaska Permanent Capital Management | 8 | 2 | 0.01% | 0.11% | 0.16% | Q4 2016 | Q3 2023 | 10 |
Nevsky Capital LLP | 10 | 10 | 10.75% | 37.29% | 66.59% | Q2 2013 | Q3 2015 | 10 |
Insight Wealth Partners, LLC | 10 | 10 | 0.00% | 0.36% | 1.50% | Q2 2021 | Q3 2023 | 10 |
UBS OCONNOR LLC | 4 | 1 | 0.00% | 0.27% | 2.46% | Q2 2013 | Q2 2021 | 10 |
White Lighthouse Investment Management Inc. | 10 | 10 | 0.10% | 0.30% | 0.46% | Q4 2017 | Q1 2020 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 0.17% | 0.34% | 0.54% | Q4 2017 | Q1 2020 | 10 |
Capital Planning Advisors, LLC | 6 | 4 | 0.26% | 2.43% | 4.94% | Q4 2018 | Q3 2023 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.18% | 0.20% | 0.26% | Q4 2015 | Q1 2018 | 10 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 5 | 0.01% | 0.08% | 0.13% | Q2 2017 | Q3 2020 | 10 |
Weyland Capital Management, LLC | 10 | 10 | 0.18% | 1.15% | 3.64% | Q1 2014 | Q2 2016 | 10 |
Strategic Financial Services, Inc, | 10 | 10 | 0.13% | 4.81% | 6.12% | Q2 2013 | Q3 2015 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.04% | 0.32% | 1.31% | Q4 2014 | Q1 2017 | 10 |
BLUESTEIN R H & CO LLC | 5 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q4 2021 | 10 |
PHILADELPHIA TRUST CO | 4 | 2 | 0.02% | 0.04% | 0.08% | Q3 2017 | Q4 2022 | 10 |
JGP Global Gestao de Recursos Ltda. | 4 | 1 | 0.01% | 12.32% | 69.36% | Q3 2015 | Q4 2019 | 10 |
Live Oak Private Wealth LLC | 9 | 1 | 0.05% | 0.07% | 0.20% | Q4 2019 | Q3 2023 | 10 |
QVR LLC | 4 | 1 | 0.22% | 0.83% | 2.22% | Q3 2018 | Q1 2020 | 10 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 6 | 1 | 0.15% | 0.28% | 0.46% | Q2 2013 | Q1 2022 | 10 |
C Partners Holding GmbH | 10 | 10 | 10.52% | 15.80% | 26.60% | Q1 2020 | Q2 2022 | 10 |
Running Point Capital Advisors, LLC | 8 | 2 | 0.00% | 0.67% | 1.35% | Q4 2020 | Q3 2023 | 10 |
Redhawk Wealth Advisors, Inc. | 7 | 1 | 0.01% | 0.07% | 0.10% | Q2 2019 | Q2 2023 | 10 |
Angeles Investment Advisors, LLC | 8 | 1 | 0.00% | 0.10% | 0.24% | Q1 2020 | Q3 2023 | 10 |
New England Investment & Retirement Group, Inc. | 9 | 1 | 0.02% | 1.83% | 3.03% | Q3 2016 | Q1 2020 | 10 |
CFM WEALTH PARTNERS LLC | 10 | 10 | 0.07% | 0.11% | 0.19% | Q4 2019 | Q1 2022 | 10 |
RWC ASSET ADVISORS (US) LLC | 10 | 10 | 0.23% | 3.82% | 9.11% | Q4 2017 | Q1 2020 | 10 |
Tilden Park Management I LLC | 3 | 1 | 0.42% | 6.20% | 13.49% | Q2 2016 | Q4 2019 | 10 |
BOURGEON CAPITAL MANAGEMENT LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 10 |
CT Financial Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2017 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.03% | 2.79% | 5.64% | Q2 2021 | Q3 2023 | 10 |
Lavaca Capital LLC | 4 | 1 | 0.02% | 1.75% | 4.74% | Q4 2018 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.26% | 0.34% | 0.50% | Q2 2021 | Q3 2023 | 10 |
Avalon Advisory Group | 9 | 1 | 0.13% | 0.14% | 0.16% | Q4 2019 | Q2 2022 | 10 |
Clearstead Trust, LLC | 6 | 1 | 0.01% | 0.22% | 1.26% | Q2 2017 | Q3 2023 | 10 |
Highstreet Asset Management Inc. | 10 | 10 | 0.03% | 0.12% | 0.32% | Q3 2015 | Q4 2017 | 10 |
KB FINANCIAL PARTNERS, LLC | 8 | 2 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Asset Planning Services, Ltd. | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 10 |
Constellation Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.37% | 1.93% | Q2 2013 | Q3 2015 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q3 2023 | 10 |
Cohen Klingenstein LLC | 10 | 10 | 0.12% | 0.19% | 0.22% | Q2 2013 | Q3 2015 | 10 |
Forward Management, LLC | 6 | 1 | 0.00% | 1.07% | 4.75% | Q3 2013 | Q4 2017 | 10 |
EMFO, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
First PREMIER Bank | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
FLOOD GAMBLE ASSOCIATES INC | 10 | 10 | 2.68% | 3.01% | 3.32% | Q2 2013 | Q3 2015 | 10 |
Algebris (UK) Ltd | 5 | 2 | 1.48% | 7.02% | 21.53% | Q3 2017 | Q1 2020 | 10 |
Summit Trail Advisors, LLC | 6 | 1 | 0.02% | 0.10% | 0.40% | Q4 2017 | Q3 2023 | 10 |
Sowa Financial Group, Inc. | 10 | 10 | 0.18% | 0.23% | 0.29% | Q4 2019 | Q1 2022 | 10 |
SVB Investment Services Inc. | 10 | 10 | 0.52% | 0.67% | 0.80% | Q4 2019 | Q1 2022 | 10 |
Integrated Advisors Network LLC | 5 | 2 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q1 2023 | 10 |
QUEST INVESTMENT MANAGEMENT LLC | 5 | 1 | 0.03% | 0.15% | 0.29% | Q2 2013 | Q3 2023 | 10 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 9 | 1 | 0.17% | 1.07% | 3.65% | Q3 2013 | Q4 2016 | 10 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.05% | 0.15% | Q2 2013 | Q3 2021 | 10 |
Covenant Asset Management, LLC | 6 | 2 | 0.01% | 0.16% | 0.34% | Q1 2018 | Q2 2020 | 10 |
Robbins Farley | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 10 |
Bridgeworth, LLC | 7 | 1 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q2 2022 | 10 |
3EDGE Asset Management, LP | 3 | 1 | 0.02% | 7.71% | 24.94% | Q3 2017 | Q3 2020 | 10 |
Transform Wealth, LLC | 9 | 1 | 0.04% | 0.52% | 1.52% | Q2 2016 | Q3 2021 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q3 2015 | 10 |
Kazazian Asset Management, LLC | 9 | 1 | 0.43% | 7.43% | 12.22% | Q3 2015 | Q2 2019 | 10 |
Main Street Financial Solutions, LLC | 10 | 10 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q1 2023 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.04% | 0.12% | 0.25% | Q2 2013 | Q3 2015 | 10 |
BlueCrest Capital Management LLP | 5 | 5 | 0.08% | 0.58% | 2.47% | Q2 2013 | Q2 2014 | 10 |
DIVIDEND ASSETS CAPITAL, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2021 | 10 |
ClearBridge Investments | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 1 | 0.03% | 1.95% | 5.62% | Q2 2014 | Q3 2023 | 10 |
Beacon Capital Management, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2016 | 10 |
SPX Gestao de Recursos Ltda | 2 | 1 | 0.84% | 7.06% | 15.92% | Q2 2014 | Q4 2021 | 10 |
Lipe & Dalton | 10 | 10 | 0.30% | 0.53% | 0.64% | Q1 2015 | Q2 2017 | 10 |
CMT Asset Management Ltd | 3 | 1 | 0.02% | 0.40% | 1.44% | Q4 2012 | Q1 2016 | 9 |
Lourd Capital, LLC | 9 | 9 | 0.07% | 0.15% | 0.24% | Q2 2013 | Q2 2015 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.07% | 0.09% | 0.13% | Q3 2021 | Q3 2023 | 9 |
CUTLER INVESTMENT COUNSEL LLC | 9 | 9 | 0.09% | 0.72% | 1.11% | Q4 2015 | Q4 2017 | 9 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2022 | 9 |
Vestmark Advisory Solutions, Inc. | 3 | 2 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q2 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.00% | 0.22% | 1.23% | Q3 2020 | Q3 2022 | 9 |
683 Capital Management, LLC | 6 | 1 | 0.20% | 4.43% | 18.31% | Q2 2015 | Q1 2017 | 9 |
Greenline Partners, LLC | 9 | 9 | 0.28% | 0.34% | 0.40% | Q4 2017 | Q4 2019 | 9 |
King Wealth Management Group | 9 | 9 | 0.11% | 0.15% | 0.20% | Q2 2013 | Q2 2015 | 9 |
Charles Schwab Trust Co | 8 | 1 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q2 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Belvedere Trading LLC | 3 | 1 | 0.00% | 0.09% | 0.47% | Q3 2020 | Q3 2023 | 9 |
PATTON ALBERTSON MILLER GROUP, LLC | 7 | 2 | 0.02% | 0.24% | 0.71% | Q3 2018 | Q1 2022 | 9 |
INDUS CAPITAL PARTNERS, LLC | 4 | 1 | 0.24% | 6.67% | 24.11% | Q2 2013 | Q3 2018 | 9 |
Abbot Financial Management, Inc. | 5 | 4 | 0.09% | 0.13% | 0.17% | Q1 2019 | Q4 2021 | 9 |
Hall Kathryn A. | 8 | 1 | 0.66% | 1.37% | 2.18% | Q3 2013 | Q1 2023 | 9 |
Journey Advisory Group, LLC | 9 | 9 | 0.05% | 0.12% | 0.21% | Q4 2020 | Q4 2022 | 9 |
BARING ASSET MANAGEMENT Ltd | 6 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2017 | 9 |
Wealthspire Advisors, LLC | 6 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 9 |
Slate Path Capital LP | 7 | 2 | 0.14% | 0.47% | 0.90% | Q3 2018 | Q4 2020 | 9 |
True North Advisors, LLC | 7 | 1 | 0.04% | 0.23% | 1.58% | Q4 2019 | Q4 2022 | 9 |
Semper Trust Co. | 9 | 9 | 0.53% | 0.99% | 1.20% | Q2 2013 | Q2 2015 | 9 |
Strategic Wealth Partners, Ltd. | 8 | 1 | 0.00% | 0.07% | 0.34% | Q4 2017 | Q3 2022 | 9 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 2 | 0.00% | 0.03% | 0.11% | Q2 2016 | Q3 2023 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 9 | 9 | 0.04% | 0.09% | 0.17% | Q3 2021 | Q3 2023 | 9 |
Kinsight, LLC | 9 | 9 | 0.12% | 0.17% | 0.26% | Q2 2013 | Q2 2015 | 9 |
Astor Investment Management LLC | 6 | 3 | 1.94% | 2.89% | 4.00% | Q1 2014 | Q1 2017 | 9 |
Providence Capital Advisors, LLC | 7 | 1 | 0.00% | 0.10% | 0.85% | Q4 2017 | Q3 2023 | 9 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 9 | 9 | 1.37% | 3.93% | 5.51% | Q4 2017 | Q4 2019 | 9 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 4 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2021 | 9 |
Intrua Financial, LLC | 9 | 9 | 0.10% | 0.19% | 0.34% | Q1 2021 | Q1 2023 | 9 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 3 | 1 | 0.18% | 1.41% | 3.50% | Q2 2013 | Q3 2017 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.32% | 0.43% | 0.78% | Q3 2021 | Q3 2023 | 9 |
SPINNAKER CAPITAL LTD | 7 | 2 | 27.66% | 55.37% | 100.00% | Q2 2013 | Q2 2021 | 9 |
Sarasin & Partners LLP | 9 | 9 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2015 | 9 |
Donald L. Hagan, LLC | 4 | 1 | 0.02% | 1.72% | 6.35% | Q4 2014 | Q3 2017 | 9 |
Norinchukin Bank, The | 9 | 9 | 0.54% | 7.46% | 13.11% | Q2 2013 | Q2 2015 | 9 |
Lifeworks Advisors, LLC | 8 | 8 | 0.00% | 0.28% | 1.04% | Q4 2021 | Q3 2023 | 9 |
Convergent Wealth Advisors | 9 | 9 | 0.16% | 1.21% | 2.07% | Q2 2013 | Q2 2015 | 9 |
ASPIRIANT HOLDINGS S3, LLC | 9 | 9 | 0.09% | 0.27% | 1.32% | Q2 2013 | Q2 2015 | 9 |
Black Swift Group, LLC | 3 | 1 | 0.00% | 1.01% | 3.17% | Q2 2017 | Q4 2020 | 9 |
Fi3 FINANCIAL ADVISORS, LLC | 9 | 9 | 0.18% | 0.42% | 0.97% | Q1 2021 | Q1 2023 | 9 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 9 |
LSP Investment Advisors, LLC | 9 | 9 | 1.50% | 2.00% | 2.41% | Q3 2021 | Q3 2023 | 9 |
CAPSTONE ASSET MANAGEMENT CO | 9 | 9 | 0.04% | 0.05% | 0.08% | Q2 2015 | Q2 2017 | 9 |
Select Asset Management & Trust | 3 | 1 | 0.31% | 1.63% | 4.75% | Q2 2014 | Q3 2023 | 9 |
Clarkston Capital Partners, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
PGGM Investments | 9 | 9 | 0.02% | 0.03% | 0.03% | Q1 2013 | Q1 2015 | 9 |
INTRUST BANK NA | 4 | 1 | 0.05% | 0.11% | 0.25% | Q4 2013 | Q2 2019 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 9 |
Natixis Investment Managers International | 6 | 1 | 0.05% | 3.25% | 5.66% | Q2 2013 | Q2 2018 | 9 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 7 | 2 | 0.01% | 0.33% | 1.49% | Q1 2021 | Q3 2023 | 9 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 5 | 2 | 0.02% | 0.16% | 0.52% | Q2 2010 | Q2 2021 | 9 |
RNC CAPITAL MANAGEMENT LLC | 7 | 2 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q4 2021 | 9 |
Joseph P. Lucia & Associates, LLC | 5 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 9 |
Marietta Wealth Management, LLC | 8 | 1 | 0.07% | 1.08% | 1.73% | Q4 2016 | Q2 2022 | 9 |
Integrated Wealth Management | 9 | 9 | 0.01% | 0.04% | 0.10% | Q1 2015 | Q1 2017 | 9 |
HWG Holdings LP | 3 | 1 | 0.00% | 0.93% | 4.16% | Q1 2018 | Q3 2023 | 9 |
Timber Hill LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2017 | 9 |
TAP Consulting, LLC | 7 | 1 | 0.01% | 0.33% | 0.55% | Q1 2019 | Q4 2021 | 9 |
Cooperatieve Rabobank U.A. | 7 | 1 | 3.54% | 13.21% | 51.14% | Q2 2013 | Q4 2015 | 9 |
Clarus Wealth Advisors | 5 | 4 | 0.03% | 0.34% | 0.67% | Q2 2018 | Q2 2023 | 9 |
CTC LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q3 2020 | 9 |
Rokos Capital Management LLP | 5 | 1 | 0.17% | 12.19% | 36.21% | Q4 2018 | Q3 2023 | 9 |
CAHILL FINANCIAL ADVISORS INC | 5 | 1 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 9 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q4 2021 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q4 2016 | 9 |
FIRST FINANCIAL CORP /IN/ | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2015 | 9 |
Nikulski Financial, Inc. | 6 | 3 | 0.10% | 0.24% | 0.44% | Q4 2017 | Q2 2022 | 9 |
Efficient Market Advisors, LLC | 9 | 9 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2015 | 9 |
Elite Wealth Management, Inc. | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2012 | Q3 2014 | 9 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.00% | 1.32% | 3.66% | Q4 2016 | Q1 2020 | 9 |
AGF INVESTMENTS INC. | 7 | 2 | 0.09% | 0.15% | 0.22% | Q3 2018 | Q1 2021 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
AMARILLO NATIONAL BANK | 9 | 9 | 2.44% | 3.34% | 4.12% | Q3 2021 | Q3 2023 | 9 |
Kopernik Global Investors, LLC | 9 | 9 | 0.06% | 0.23% | 0.68% | Q1 2018 | Q1 2020 | 9 |
LOWE BROCKENBROUGH & CO INC | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
IEQ CAPITAL, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 9 |
KLINGENSTEIN FIELDS & CO LP | 9 | 9 | 0.14% | 0.60% | 0.72% | Q2 2013 | Q2 2015 | 9 |
Ballew Advisors, Inc | 7 | 2 | 0.24% | 1.26% | 2.36% | Q4 2017 | Q3 2021 | 9 |
GRIES FINANCIAL LLC | 9 | 9 | 0.14% | 0.18% | 0.22% | Q3 2021 | Q3 2023 | 9 |
JUMP TRADING, LLC | 4 | 4 | 0.04% | 1.14% | 5.08% | Q2 2019 | Q1 2020 | 9 |
Reservoir Operations, L.P. | 9 | 9 | 0.14% | 0.17% | 0.20% | Q4 2013 | Q4 2015 | 9 |
Callan Capital, LLC | 9 | 9 | 0.55% | 1.15% | 2.18% | Q2 2013 | Q2 2015 | 9 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.17% | 0.20% | 0.26% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.09% | 0.10% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Rothschild Capital Partners, LLC | 6 | 2 | 0.10% | 0.80% | 1.79% | Q2 2016 | Q4 2019 | 8 |
Tredje AP-fonden | 3 | 1 | 0.24% | 3.88% | 10.21% | Q2 2015 | Q4 2021 | 8 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 6 | 1 | 0.03% | 0.75% | 5.04% | Q4 2013 | Q4 2021 | 8 |
Venturi Wealth Management, LLC | 8 | 8 | 0.02% | 0.09% | 0.50% | Q4 2021 | Q3 2023 | 8 |
VALLEY WEALTH MANAGERS, INC. | 6 | 2 | 0.04% | 0.17% | 0.87% | Q2 2013 | Q1 2020 | 8 |
Quent Capital, LLC | 8 | 8 | 2.55% | 3.16% | 3.81% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.47% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 8 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 5 | 1 | 0.10% | 0.47% | 1.52% | Q3 2013 | Q3 2019 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.10% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.05% | 0.14% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.01% | 0.49% | 1.54% | Q4 2020 | Q1 2023 | 8 |
Arrow Investment Advisors, LLC | 4 | 1 | 3.93% | 5.05% | 5.78% | Q4 2016 | Q1 2021 | 8 |
Atom Investors LP | 6 | 1 | 0.35% | 0.79% | 1.64% | Q2 2020 | Q1 2023 | 8 |
Magnetar Financial LLC | 4 | 1 | 0.08% | 2.49% | 8.68% | Q2 2014 | Q2 2017 | 8 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.04% | 0.13% | 0.33% | Q4 2021 | Q3 2023 | 8 |
BHF Kleinwort Benson Group S.A. | 5 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2015 | 8 |
PITCAIRN CO | 3 | 1 | 0.02% | 0.11% | 0.47% | Q4 2015 | Q2 2022 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.06% | 0.09% | 0.15% | Q2 2020 | Q1 2022 | 8 |
Gainplan LLC | 4 | 1 | 0.09% | 2.29% | 9.53% | Q4 2018 | Q2 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 8 |
DEARBORN CAPITAL MANAGEMENT LLC | 8 | 8 | 5.82% | 7.10% | 9.14% | Q4 2016 | Q3 2018 | 8 |
WIPFLI FINANCIAL ADVISORS LLC, | 8 | 8 | 0.02% | 0.16% | 0.41% | Q4 2020 | Q3 2022 | 8 |
K.J. Harrison & Partners Inc | 8 | 8 | 0.06% | 0.11% | 0.24% | Q4 2020 | Q3 2022 | 8 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q2 2021 | 8 |
STARR INTERNATIONAL CO INC | 6 | 2 | 0.31% | 2.40% | 7.60% | Q2 2013 | Q1 2018 | 8 |
Allie Family Office LLC | 8 | 8 | 4.57% | 5.11% | 5.94% | Q4 2021 | Q3 2023 | 8 |
Pettinga Financial Advisors LLC | 5 | 3 | 0.13% | 0.17% | 0.22% | Q4 2018 | Q3 2021 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.23% | 0.32% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.04% | 0.29% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Taylor Wealth Management Partners | 8 | 8 | 0.05% | 1.47% | 4.51% | Q1 2016 | Q4 2017 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.18% | 0.23% | 0.28% | Q2 2013 | Q1 2015 | 8 |
GPS Wealth Strategies Group, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q1 2023 | 8 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 1 | 0.42% | 0.87% | 1.23% | Q2 2016 | Q2 2021 | 8 |
UNIONVIEW, LLC | 8 | 8 | 1.32% | 1.75% | 2.08% | Q4 2021 | Q3 2023 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 0.61% | 0.71% | 0.82% | Q4 2021 | Q3 2023 | 8 |
PACK Private Wealth, LLC | 8 | 8 | 0.39% | 0.70% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Pacific Edge Advisors, LLC | 8 | 8 | 0.18% | 0.42% | 0.63% | Q1 2018 | Q4 2019 | 8 |
Widmann Financial Services, Inc. | 8 | 8 | 2.57% | 2.83% | 3.04% | Q4 2021 | Q3 2023 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.60% | 1.30% | 1.79% | Q4 2015 | Q3 2017 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 0.18% | 0.32% | 0.49% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.12% | 0.18% | 0.22% | Q2 2013 | Q1 2015 | 8 |
Cornerstone Advisory, LLC | 7 | 1 | 0.01% | 0.40% | 0.66% | Q2 2017 | Q4 2021 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 1.10% | 1.16% | 1.21% | Q4 2021 | Q3 2023 | 8 |
RB Capital Management, LLC | 7 | 7 | 0.00% | 0.35% | 0.46% | Q1 2020 | Q3 2021 | 8 |
Elmwood Wealth Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2021 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 2.98% | 3.55% | 4.18% | Q4 2021 | Q3 2023 | 8 |
Lucia Wealth Services, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q4 2019 | 8 |
Wealth Advisory Solutions, LLC | 8 | 8 | 0.01% | 1.75% | 4.28% | Q4 2019 | Q3 2021 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Eudaimonia Partners, LLC | 6 | 2 | 0.01% | 0.16% | 0.62% | Q4 2019 | Q2 2023 | 8 |
CEDAR CAPITAL, LLC | 5 | 1 | 0.09% | 0.17% | 0.25% | Q1 2016 | Q4 2019 | 8 |
Stevens First Principles Investment Advisors | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.04% | 0.08% | 0.19% | Q4 2021 | Q3 2023 | 8 |
DBK Financial Counsel, LLC | 8 | 8 | 1.32% | 1.48% | 1.64% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.02% | 1.37% | 2.43% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.02% | 0.19% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Chicago Capital, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2021 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.17% | 0.19% | 0.24% | Q3 2017 | Q2 2019 | 8 |
AMERICAN NATIONAL BANK | 5 | 3 | 0.00% | 0.03% | 0.05% | Q3 2014 | Q3 2023 | 8 |
Qube Research & Technologies Ltd | 6 | 1 | 0.00% | 0.11% | 0.47% | Q1 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.17% | 0.23% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.10% | 0.33% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.22% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 8 |
West Financial Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2022 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 0.19% | 0.31% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Algebris Investments (UK) LLP | 3 | 1 | 0.95% | 5.55% | 19.47% | Q4 2013 | Q1 2017 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.59% | 0.75% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Riverview Trust Co | 8 | 8 | 0.39% | 0.51% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 0.46% | 0.57% | 0.87% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.21% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.10% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Private Wealth Advisors, LLC | 4 | 4 | 0.21% | 0.32% | 0.46% | Q4 2020 | Q3 2023 | 8 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.11% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 1.06% | 1.19% | 1.36% | Q4 2014 | Q3 2016 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Windsor Financial Group, LLC | 8 | 8 | 0.14% | 0.25% | 0.47% | Q2 2015 | Q1 2017 | 8 |
PETTYJOHN, WOOD & WHITE, INC | 7 | 1 | 0.09% | 0.10% | 0.12% | Q1 2014 | Q3 2016 | 8 |
FORT PITT CAPITAL GROUP, LLC | 7 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2022 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2013 | Q4 2014 | 8 |
F-Squared Investment Management, LLC | 8 | 8 | 0.10% | 0.95% | 1.36% | Q3 2013 | Q2 2015 | 8 |
Coury Firm Asset Management LLC | 8 | 8 | 5.86% | 6.60% | 8.18% | Q4 2021 | Q3 2023 | 8 |
CUE ADVISORY SERVICES, INC. | 4 | 4 | 0.22% | 0.40% | 0.71% | Q4 2014 | Q3 2018 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.01% | 0.04% | 0.12% | Q4 2021 | Q3 2023 | 8 |
ARGENT CAPITAL MANAGEMENT LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2013 | Q3 2015 | 8 |
Guidant Wealth Advisors | 4 | 4 | 1.20% | 2.11% | 4.52% | Q3 2016 | Q3 2019 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 1.77% | 2.44% | 3.13% | Q2 2013 | Q1 2015 | 8 |
Joseph Group Capital Management | 8 | 8 | 0.01% | 0.05% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.08% | 0.76% | 1.23% | Q4 2021 | Q3 2023 | 8 |
Atlantic Union Bankshares Corp | 7 | 1 | 0.02% | 0.05% | 0.12% | Q1 2020 | Q4 2022 | 8 |
Altavista Wealth Management, Inc. | 8 | 8 | 0.61% | 0.66% | 0.72% | Q2 2013 | Q1 2015 | 8 |
Concord Wealth Partners | 8 | 8 | 0.05% | 0.09% | 0.20% | Q4 2021 | Q3 2023 | 8 |
West Coast Financial LLC | 6 | 1 | 0.16% | 0.45% | 0.94% | Q2 2013 | Q3 2018 | 8 |
CABANA LLC | 7 | 1 | 0.00% | 3.07% | 9.64% | Q2 2018 | Q2 2020 | 8 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.37% | 2.49% | Q4 2019 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 0.69% | 0.79% | 0.92% | Q3 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 1.14% | 1.42% | 1.69% | Q4 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.13% | 0.21% | 0.35% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.24% | 0.30% | 0.35% | Q4 2021 | Q3 2023 | 8 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.10% | 0.46% | 0.94% | Q2 2013 | Q1 2015 | 8 |
AMS Capital Ltda | 4 | 1 | 2.89% | 6.78% | 12.76% | Q1 2019 | Q3 2021 | 8 |
Firestone Capital Management | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 8 |
Jane Street Holding, LLC | 3 | 3 | 0.17% | 2.96% | 8.32% | Q2 2013 | Q4 2013 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Duquesne Family Office | 3 | 1 | 3.07% | 7.29% | 15.02% | Q1 2016 | Q4 2019 | 8 |
MARINER INVESTMENT GROUP LLC | 3 | 1 | 0.00% | 0.48% | 3.34% | Q2 2013 | Q3 2018 | 8 |
Fusion Investment Group, LLC | 8 | 8 | 0.02% | 0.40% | 1.04% | Q4 2013 | Q3 2015 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CRA Financial Services, LLC | 7 | 1 | 0.07% | 0.10% | 0.18% | Q4 2018 | Q2 2022 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.15% | 0.20% | 0.23% | Q4 2021 | Q3 2023 | 8 |
ICC CAPITAL MANAGEMENT INC/ | 8 | 8 | 0.05% | 0.08% | 0.12% | Q2 2013 | Q1 2015 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 0.83% | 0.96% | 1.05% | Q4 2021 | Q3 2023 | 8 |
Schwab Charitable Fund | 6 | 2 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q1 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.02% | 0.11% | 0.25% | Q1 2021 | Q3 2023 | 8 |
Amundi | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
KRAEMATON INVESTMENT ADVISORS, INC | 8 | 8 | 0.25% | 0.27% | 0.29% | Q4 2021 | Q3 2023 | 8 |
VANCE WEALTH, INC. | 8 | 8 | 0.32% | 1.14% | 1.63% | Q4 2021 | Q3 2023 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Crew Capital Management, Ltd. | 8 | 8 | 0.42% | 2.35% | 4.03% | Q1 2021 | Q4 2022 | 8 |
PFS Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.15% | 0.20% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Castleview Partners, LLC | 7 | 1 | 0.01% | 0.05% | 0.08% | Q2 2021 | Q2 2023 | 8 |
626 Financial, LLC | 7 | 1 | 0.14% | 0.21% | 0.26% | Q1 2021 | Q2 2023 | 8 |
WEST PACES ADVISORS INC. | 8 | 8 | 0.00% | 0.03% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Global Strategic Investment Solutions, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 0.21% | 0.35% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Wunderlich Capital Managemnt | 4 | 1 | 0.16% | 0.38% | 0.86% | Q4 2017 | Q3 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 0.53% | 0.57% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Dentgroup LLC | 8 | 8 | 0.32% | 0.61% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Kavar Capital Partners, LLC | 3 | 1 | 0.01% | 0.03% | 0.11% | Q4 2013 | Q2 2019 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Bouchey Financial Group Ltd | 8 | 8 | 0.13% | 0.22% | 0.33% | Q4 2013 | Q3 2015 | 8 |
Dorsey Wright & Associates | 4 | 1 | 0.03% | 0.88% | 2.03% | Q4 2016 | Q1 2021 | 8 |
Eagle Bay Advisors LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 8 |
GENERAL ELECTRIC CO | 8 | 8 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q1 2015 | 8 |
REINHART PARTNERS, LLC. | 8 | 8 | 0.02% | 0.50% | 0.77% | Q2 2013 | Q1 2015 | 8 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 1.60% | 1.93% | 2.09% | Q4 2014 | Q3 2016 | 8 |
BIRINYI ASSOCIATES INC | 5 | 3 | 0.11% | 0.20% | 0.38% | Q2 2013 | Q3 2018 | 8 |
Visionary Wealth Advisors | 7 | 1 | 0.02% | 0.04% | 0.14% | Q4 2019 | Q1 2022 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
GM Advisory Group, LLC | 7 | 1 | 0.07% | 0.10% | 0.26% | Q4 2013 | Q2 2018 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.05% | 0.07% | 0.07% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.18% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Keebeck Wealth Management, LLC | 5 | 1 | 0.02% | 0.10% | 0.24% | Q4 2019 | Q3 2023 | 7 |
NEW ENGLAND ASSET MANAGEMENT INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q4 2014 | 7 |
MAIRS & POWER INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 7 |
HARVARD MANAGEMENT CO INC | 3 | 1 | 0.38% | 4.79% | 16.00% | Q2 2014 | Q1 2017 | 7 |
MARTIN CURRIE LTD | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2017 | 7 |
WEST CHESTER CAPITAL ADVISORS, INC | 4 | 1 | 0.01% | 2.02% | 6.70% | Q2 2013 | Q1 2018 | 7 |
FULTON BREAKEFIELD BROENNIMAN LLC | 7 | 7 | 0.08% | 0.11% | 0.12% | Q2 2018 | Q4 2019 | 7 |
CUMBERLAND ADVISORS INC | 5 | 2 | 0.06% | 0.07% | 0.11% | Q2 2021 | Q2 2023 | 7 |
JANUS HENDERSON GROUP PLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2019 | 7 |
CONCORD ASSET MANAGEMENT LLC | 7 | 7 | 0.08% | 1.30% | 3.03% | Q2 2013 | Q4 2014 | 7 |
Kovitz Investment Group, LLC | 5 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2015 | 7 |
Truehand, Inc | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.28% | 0.39% | 0.70% | Q2 2013 | Q4 2014 | 7 |
Li Winifred I | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
OTA Financial Group L.P. | 3 | 1 | 0.17% | 1.10% | 2.85% | Q3 2013 | Q2 2021 | 7 |
Guild Investment Management, Inc. | 2 | 1 | 2.46% | 7.89% | 17.87% | Q3 2016 | Q2 2023 | 7 |
Baldwin Investment Management, LLC | 5 | 2 | 0.03% | 0.06% | 0.16% | Q2 2018 | Q4 2021 | 7 |
Patriot Wealth Management, Inc. | 3 | 1 | 0.03% | 2.45% | 5.84% | Q2 2013 | Q4 2017 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.13% | 1.82% | 3.69% | Q4 2017 | Q2 2019 | 7 |
J. Goldman & Co LP | 2 | 1 | 0.00% | 0.29% | 0.69% | Q2 2014 | Q2 2019 | 7 |
1607 Capital Partners, LLC | 2 | 1 | 0.01% | 0.38% | 1.98% | Q2 2013 | Q1 2023 | 7 |
Alyeska Investment Group, L.P. | 3 | 3 | 0.02% | 0.24% | 0.31% | Q1 2014 | Q3 2014 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q4 2014 | 7 |
K2 PRINCIPAL FUND, L.P. | 3 | 1 | 0.03% | 0.19% | 0.45% | Q1 2017 | Q2 2021 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 5.68% | 7.48% | 9.67% | Q1 2013 | Q3 2014 | 7 |
TWO SIGMA ADVISERS, LP | 3 | 1 | 0.03% | 0.07% | 0.18% | Q2 2013 | Q2 2014 | 7 |
10-15 ASSOCIATES, INC. | 7 | 7 | 0.29% | 0.42% | 0.92% | Q1 2019 | Q3 2020 | 7 |
Shinko Asset Management Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
BPV Resources, LLC | 6 | 6 | 7.27% | 24.66% | 46.48% | Q2 2013 | Q3 2014 | 7 |
SWISS RE LTD | 6 | 1 | 8.98% | 13.84% | 24.37% | Q3 2014 | Q4 2022 | 7 |
Euclid Advisors LLC | 7 | 7 | 0.49% | 0.79% | 1.36% | Q3 2013 | Q1 2015 | 7 |
Pinkerton Retirement Specialists, LLC | 6 | 1 | 0.00% | 0.15% | 1.01% | Q4 2014 | Q2 2023 | 7 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.05% | 0.32% | 0.98% | Q3 2016 | Q1 2021 | 7 |
Crossmark Global Holdings, Inc. | 6 | 1 | 0.02% | 0.04% | 0.05% | Q3 2016 | Q4 2018 | 7 |
Granite Investment Partners, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
NewSquare Capital LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q1 2018 | 7 |
INVESTMENT HOUSE LLC | 4 | 1 | 0.04% | 0.12% | 0.31% | Q3 2018 | Q3 2021 | 7 |
TD Ameritrade Trust Co | 7 | 7 | 0.14% | 0.94% | 1.52% | Q2 2013 | Q4 2014 | 7 |
Advisory Alpha, LLC | 6 | 1 | 0.00% | 0.08% | 0.18% | Q4 2018 | Q3 2020 | 7 |
Circle Wealth Management, LLC | 6 | 1 | 0.08% | 0.28% | 0.68% | Q2 2018 | Q1 2021 | 7 |
RELIANCE TRUST CO OF DELAWARE | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q4 2014 | 7 |
1492 Capital Management LLC | 5 | 2 | 0.14% | 0.22% | 0.27% | Q1 2021 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.33% | 0.50% | 0.65% | Q4 2016 | Q2 2018 | 7 |
GeoWealth Management, LLC | 6 | 1 | 0.00% | 0.06% | 0.25% | Q3 2020 | Q4 2022 | 7 |
CKW FINANCIAL GROUP | 4 | 1 | 0.01% | 0.07% | 0.14% | Q4 2013 | Q2 2021 | 7 |
Sovarnum Capital L.P. | 6 | 6 | 0.80% | 6.94% | 22.88% | Q2 2018 | Q3 2019 | 7 |
AdvicePeriod, LLC | 6 | 1 | 0.15% | 0.41% | 1.00% | Q4 2017 | Q2 2021 | 7 |
Abu Dhabi Investment Council | 7 | 7 | 2.29% | 16.32% | 50.12% | Q4 2013 | Q2 2015 | 7 |
DORCHESTER WEALTH MANAGEMENT Co | 6 | 1 | 0.04% | 0.10% | 0.15% | Q1 2019 | Q1 2022 | 7 |
Invictus RG | 3 | 1 | 1.82% | 10.04% | 22.27% | Q4 2018 | Q1 2021 | 7 |
Schneider Downs Wealth Management Advisors, LP | 4 | 1 | 0.08% | 0.18% | 0.55% | Q4 2015 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.01% | 0.08% | 0.11% | Q4 2017 | Q2 2019 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Affiance Financial, LLC | 7 | 7 | 0.00% | 0.39% | 0.80% | Q1 2022 | Q3 2023 | 7 |
One Wealth Advisors, LLC | 5 | 1 | 0.12% | 0.24% | 0.50% | Q4 2019 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.02% | 0.07% | Q2 2018 | Q1 2020 | 7 |
Taylor Hoffman Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Sequoia Wealth Management, LLC | 7 | 7 | 0.19% | 0.45% | 1.74% | Q4 2017 | Q2 2019 | 7 |
Winthrop Partners - WNY, LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2018 | Q3 2019 | 7 |
TIAA Kaspick, LLC | 7 | 7 | 0.80% | 5.61% | 10.63% | Q4 2018 | Q2 2020 | 7 |
LITTLE HOUSE CAPITAL LLC | 4 | 3 | 0.14% | 1.39% | 2.44% | Q1 2019 | Q3 2023 | 7 |
Essex Savings Bank | 7 | 7 | 0.06% | 0.15% | 0.24% | Q4 2018 | Q2 2020 | 7 |
Next Capital Management LLC | 5 | 2 | 0.27% | 0.53% | 0.75% | Q4 2018 | Q3 2023 | 7 |
Wambolt & Associates, LLC | 7 | 7 | 0.28% | 0.47% | 0.70% | Q4 2020 | Q2 2022 | 7 |
RVW Wealth, LLC | 7 | 7 | 0.03% | 0.26% | 0.88% | Q2 2022 | Q4 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.01% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 7 |
Artemis Wealth Advisors, LLC | 7 | 7 | 0.08% | 0.12% | 0.17% | Q4 2017 | Q2 2019 | 7 |
Weaver Consulting Group | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2019 | Q3 2020 | 7 |
Tranquility Partners, LLC | 4 | 3 | 0.16% | 0.26% | 0.37% | Q2 2019 | Q2 2021 | 7 |
TCF National Bank | 7 | 7 | 0.13% | 0.15% | 0.19% | Q3 2019 | Q1 2021 | 7 |
Graypoint LLC | 6 | 1 | 0.03% | 0.05% | 0.05% | Q2 2020 | Q1 2022 | 7 |
Pacifica Partners Inc. | 7 | 7 | 0.04% | 0.08% | 0.18% | Q4 2019 | Q2 2021 | 7 |
Platte River Wealth Advisors, LLC | 6 | 1 | 0.14% | 0.81% | 1.16% | Q4 2019 | Q3 2021 | 7 |
Element Wealth, LLC | 7 | 7 | 0.05% | 0.18% | 0.29% | Q1 2022 | Q3 2023 | 7 |
BEAM WEALTH ADVISORS, INC. | 4 | 3 | 0.23% | 1.00% | 1.52% | Q4 2021 | Q3 2023 | 7 |
American Institute for Advanced Investment Management, LLP | 7 | 7 | 0.14% | 0.23% | 0.26% | Q2 2020 | Q4 2021 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.07% | 0.09% | 0.11% | Q4 2020 | Q2 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Jump Financial, LLC | 3 | 1 | 0.02% | 0.20% | 0.66% | Q4 2020 | Q3 2023 | 7 |
Wealthstream Advisors, Inc. | 4 | 3 | 0.10% | 0.16% | 0.22% | Q4 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.12% | 0.64% | Q1 2021 | Q4 2022 | 7 |
LifePro Asset Management | 6 | 1 | 0.08% | 0.10% | 0.23% | Q4 2020 | Q2 2023 | 7 |
Clearview Wealth Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Rede Wealth, LLC | 7 | 7 | 0.14% | 0.18% | 0.24% | Q4 2020 | Q2 2022 | 7 |
MMA ASSET MANAGEMENT LLC | 4 | 3 | 0.38% | 2.43% | 4.87% | Q4 2020 | Q3 2023 | 7 |
Golden State Equity Partners | 6 | 1 | 0.13% | 0.64% | 1.07% | Q4 2020 | Q1 2023 | 7 |
Bridge Advisory, LLC | 7 | 7 | 0.08% | 0.12% | 0.16% | Q4 2021 | Q2 2023 | 7 |
Canvas Wealth Advisors, LLC | 6 | 1 | 0.08% | 0.10% | 0.15% | Q1 2021 | Q4 2022 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.03% | 0.14% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Level Financial Advisors | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
GHE, LLC | 5 | 2 | 0.60% | 0.75% | 0.88% | Q4 2021 | Q3 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.13% | 0.28% | 0.47% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q2 2023 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 6 | 1 | 0.01% | 0.04% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Granite Bay Wealth Management, LLC | 6 | 1 | 0.07% | 0.35% | 0.48% | Q4 2021 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Capasso Planning Partners LLC | 4 | 3 | 0.14% | 0.34% | 0.58% | Q4 2021 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.13% | 0.17% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.42% | 0.49% | 0.57% | Q1 2022 | Q3 2023 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 2.57% | 3.69% | 5.00% | Q1 2022 | Q3 2023 | 7 |
DRIVE WEALTH MANAGEMENT, LLC | 6 | 1 | 0.32% | 0.64% | 0.82% | Q4 2021 | Q3 2023 | 7 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 7 | 7 | 2.18% | 6.36% | 9.31% | Q3 2013 | Q1 2015 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.02% | 0.07% | 0.13% | Q1 2022 | Q3 2023 | 7 |
JONES FINANCIAL COMPANIES LLLP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.38% | 0.43% | 0.50% | Q1 2022 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2019 | 7 |
TRAIN BABCOCK ADVISORS LLC | 7 | 7 | 0.34% | 0.35% | 0.39% | Q2 2013 | Q4 2014 | 7 |
HERSHEY TRUST CO | 6 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q4 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.13% | 0.20% | 0.25% | Q2 2013 | Q4 2014 | 7 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 7 | 7 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q4 2014 | 7 |
Stone Asset Management Inc. | 6 | 6 | 0.64% | 0.90% | 1.14% | Q4 2021 | Q1 2023 | 6 |
Wealth & Pension Services Group, Inc. | 6 | 6 | 0.30% | 0.40% | 0.63% | Q2 2018 | Q3 2019 | 6 |
Executive Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2021 | 6 |
Wealth Quarterback LLC | 4 | 2 | 0.03% | 0.20% | 0.34% | Q4 2019 | Q3 2021 | 6 |
RWA WEALTH PARTNERS, LLC | 6 | 6 | 0.01% | 0.13% | 0.17% | Q1 2017 | Q2 2018 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.19% | 0.23% | 0.28% | Q2 2013 | Q3 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Varma Mutual Pension Insurance Co | 3 | 1 | 0.38% | 4.20% | 10.40% | Q2 2020 | Q3 2023 | 6 |
EVEREST CAPITAL LLC | 2 | 1 | 6.53% | 18.69% | 46.30% | Q1 2013 | Q4 2014 | 6 |
MOLLER WEALTH PARTNERS | 5 | 1 | 0.08% | 0.16% | 0.22% | Q3 2017 | Q4 2019 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Shepherd Financial Partners LLC | 6 | 6 | 0.06% | 0.24% | 0.48% | Q3 2017 | Q4 2018 | 6 |
Addison Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CMT TRADING LLC | 3 | 1 | 0.42% | 0.90% | 1.60% | Q2 2014 | Q2 2016 | 6 |
Sightline Wealth Advisors, LLC | 4 | 2 | 0.38% | 0.54% | 0.72% | Q4 2020 | Q3 2023 | 6 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 2 | 2 | 0.38% | 3.74% | 13.50% | Q2 2013 | Q2 2015 | 6 |
Manifold Partners, LLC | 2 | 2 | 0.00% | 3.51% | 9.49% | Q3 2015 | Q2 2019 | 6 |
Kames Capital Management Ltd | 6 | 6 | 3.91% | 5.53% | 11.44% | Q3 2013 | Q4 2014 | 6 |
Ferris Capital, LLC | 5 | 1 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q1 2019 | 6 |
Hudson Bay Capital Management LP | 3 | 3 | 0.42% | 0.84% | 1.29% | Q1 2023 | Q3 2023 | 6 |
PEOPLES BANK /OH | 3 | 1 | 0.11% | 0.24% | 0.37% | Q4 2018 | Q2 2023 | 6 |
WHITEBOX ADVISORS LLC | 6 | 6 | 1.15% | 1.74% | 2.08% | Q1 2014 | Q2 2015 | 6 |
Harbor Group, Inc. | 6 | 6 | 0.19% | 0.24% | 0.36% | Q2 2022 | Q3 2023 | 6 |
BP PLC | 6 | 6 | 7.88% | 23.46% | 31.36% | Q4 2013 | Q1 2015 | 6 |
ROOSEVELT INVESTMENT GROUP LLC | 5 | 1 | 0.02% | 0.04% | 0.04% | Q1 2019 | Q1 2021 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Strid Group, LLC | 4 | 1 | 0.12% | 0.20% | 0.59% | Q4 2015 | Q3 2023 | 6 |
Morton Brown Family Wealth, LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Ascent Wealth Partners, LLC | 4 | 2 | 0.08% | 0.17% | 0.29% | Q4 2013 | Q2 2018 | 6 |
AEGON ASSET MANAGEMENT UK PLC | 6 | 6 | 2.44% | 2.85% | 3.33% | Q3 2013 | Q4 2014 | 6 |
RPG Investment Advisory, LLC | 6 | 6 | 1.22% | 1.44% | 1.52% | Q4 2015 | Q1 2017 | 6 |
Sloane Robinson LLP | 1 | 1 | 0.05% | 4.29% | 13.88% | Q2 2013 | Q4 2018 | 6 |
SeaBridge Investment Advisors LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2017 | 6 |
CONSILIO WEALTH ADVISORS, LLC | 5 | 1 | 0.24% | 1.25% | 5.88% | Q4 2021 | Q3 2023 | 6 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 6 | 6 | 0.16% | 0.20% | 0.25% | Q4 2018 | Q1 2020 | 6 |
Greenfield FTC, Inc. | 6 | 6 | 2.94% | 3.50% | 3.94% | Q2 2022 | Q3 2023 | 6 |
Symmetry Investments LP | 5 | 5 | 0.05% | 1.34% | 3.03% | Q4 2020 | Q4 2021 | 6 |
Lansing Street Advisors | 6 | 6 | 0.04% | 0.55% | 1.85% | Q1 2022 | Q2 2023 | 6 |
Fusion Capital, LLC | 6 | 6 | 2.20% | 2.49% | 2.93% | Q4 2019 | Q1 2021 | 6 |
Texan Capital Management | 6 | 6 | 0.34% | 0.37% | 0.41% | Q2 2013 | Q3 2014 | 6 |
Coe Capital Management, LLC | 6 | 6 | 0.47% | 0.51% | 0.54% | Q4 2018 | Q1 2020 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.06% | 0.08% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Alpine Global Management, LLC | 2 | 1 | 0.10% | 5.42% | 24.14% | Q2 2015 | Q1 2023 | 6 |
Ken Stern & Associates, Inc. | 6 | 6 | 0.09% | 0.10% | 0.10% | Q2 2017 | Q3 2018 | 6 |
Intelligence Driven Advisers, LLC | 6 | 6 | 0.07% | 0.12% | 0.23% | Q2 2022 | Q3 2023 | 6 |
MACKAY SHIELDS LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2020 | 6 |
MetLife Investment Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Hefty Wealth Partners | 6 | 6 | 0.00% | 0.41% | 0.73% | Q3 2016 | Q4 2017 | 6 |
Zenit Asset Management AB | 4 | 2 | 0.61% | 5.52% | 19.17% | Q2 2013 | Q2 2015 | 6 |
PRICE T ROWE ASSOCIATES INC /MD/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 6 |
JEPPSON WEALTH MANAGEMENT, LLC | 4 | 2 | 0.10% | 0.11% | 0.15% | Q3 2021 | Q3 2023 | 6 |
Merriman Wealth Management, LLC | 2 | 1 | 0.06% | 1.15% | 3.33% | Q3 2013 | Q2 2018 | 6 |
WOODSTOCK CORP | 6 | 6 | 0.07% | 0.10% | 0.11% | Q4 2020 | Q1 2022 | 6 |
Pembroke Management, LTD | 6 | 6 | 0.25% | 0.46% | 0.68% | Q2 2021 | Q3 2022 | 6 |
Shamrock Asset Management LLC | 5 | 1 | 0.00% | 3.05% | 5.39% | Q3 2013 | Q3 2017 | 6 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 6 | 6 | 0.33% | 1.26% | 2.92% | Q3 2018 | Q4 2019 | 6 |
United Capital Management of KS, Inc. | 6 | 6 | 0.13% | 0.18% | 0.22% | Q3 2018 | Q4 2019 | 6 |
Curbstone Financial Management Corp | 6 | 6 | 0.37% | 0.53% | 0.68% | Q1 2014 | Q2 2015 | 6 |
Leicht Financial Planning & Wealth Management, Inc. | 6 | 6 | 0.38% | 1.03% | 1.87% | Q3 2017 | Q4 2018 | 6 |
AllSquare Wealth Management LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2020 | 6 |
C M BIDWELL & ASSOCIATES LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.10% | 0.14% | 0.22% | Q4 2020 | Q1 2022 | 6 |
AJ WEALTH STRATEGIES, LLC | 3 | 1 | 0.03% | 0.07% | 0.13% | Q1 2020 | Q2 2023 | 6 |
Aspire Private Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
DeepCurrents Investment Group LLC | 2 | 2 | 0.05% | 0.22% | 0.29% | Q2 2022 | Q3 2022 | 6 |
MYDA Advisors LLC | 4 | 4 | 1.34% | 2.15% | 3.24% | Q4 2017 | Q3 2018 | 6 |
Sompo Asset Management Co., Ltd. | 6 | 6 | 1.97% | 2.39% | 2.91% | Q4 2016 | Q1 2018 | 6 |
Fort Sheridan Advisors LLC | 4 | 2 | 0.07% | 0.11% | 0.14% | Q1 2019 | Q2 2021 | 6 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2021 | 6 |
Freedom Investment Management, Inc. | 2 | 2 | 0.05% | 0.11% | 0.32% | Q1 2013 | Q1 2016 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q3 2014 | 6 |
MONTAG A & ASSOCIATES INC | 3 | 1 | 0.00% | 0.04% | 0.18% | Q1 2018 | Q1 2023 | 6 |
MASTERS CAPITAL MANAGEMENT LLC | 4 | 1 | 1.18% | 3.97% | 7.60% | Q3 2015 | Q4 2018 | 6 |
Stuart Chaussee & Associates, Inc. | 4 | 2 | 0.08% | 0.18% | 0.60% | Q1 2017 | Q3 2018 | 6 |
Danda Trouve Investment Management, Inc. | 5 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2022 | 6 |
Pinnacle Family Advisors, LLC | 6 | 6 | 0.12% | 0.13% | 0.15% | Q1 2017 | Q2 2018 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 0.41% | 0.92% | 1.07% | Q4 2019 | Q1 2021 | 6 |
Brickley Wealth Management | 6 | 6 | 0.15% | 0.17% | 0.19% | Q3 2018 | Q4 2019 | 6 |
Inscription Capital, LLC | 4 | 2 | 0.00% | 0.07% | 0.12% | Q4 2018 | Q3 2023 | 6 |
Mondrian Investment Partners LTD | 3 | 3 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q1 2019 | 6 |
ARGENT TRUST COMPANY, N.A. | 6 | 6 | 0.28% | 0.33% | 0.44% | Q2 2014 | Q3 2015 | 6 |
Edgehill Endowment Partners, LLC | 6 | 6 | 0.47% | 0.84% | 2.11% | Q4 2018 | Q1 2020 | 6 |
MADISON WEALTH MANAGEMENT | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
CATALYST PRIVATE WEALTH, LLC | 6 | 6 | 0.25% | 0.54% | 1.28% | Q2 2021 | Q3 2022 | 6 |
Mizuho Asset Management Co.,Ltd. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2014 | 6 |
BT Wealth Management LLC | 5 | 1 | 0.18% | 0.54% | 0.66% | Q4 2018 | Q2 2021 | 6 |
Simplify Asset Management Inc. | 4 | 2 | 0.18% | 0.90% | 2.14% | Q1 2022 | Q3 2023 | 6 |
Tennessee Valley Asset Management Partners | 6 | 6 | 0.16% | 0.18% | 0.22% | Q2 2022 | Q3 2023 | 6 |
SOUTH GEORGIA CAPITAL, LLC | 6 | 6 | 0.43% | 1.41% | 2.61% | Q2 2014 | Q3 2015 | 6 |
Private Advisory Group LLC | 6 | 6 | 0.62% | 1.90% | 2.75% | Q1 2017 | Q2 2018 | 6 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 6 | 6 | 0.41% | 0.52% | 0.59% | Q4 2018 | Q1 2020 | 6 |
Forty4 Asset Management LLC | 4 | 4 | 0.01% | 0.74% | 3.66% | Q2 2013 | Q1 2014 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.37% | 0.53% | 0.78% | Q2 2015 | Q3 2016 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.32% | 0.99% | 2.98% | Q2 2015 | Q3 2016 | 6 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2014 | 6 |
Independent Advisor Alliance | 4 | 1 | 0.01% | 0.06% | 0.20% | Q1 2017 | Q3 2023 | 6 |
Tarbox Family Office, Inc. | 4 | 2 | 0.00% | 0.03% | 0.17% | Q4 2013 | Q2 2016 | 6 |
MOGY JOEL R INVESTMENT COUNSEL INC | 6 | 6 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
Harvest Fund Management Co., Ltd | 6 | 6 | 0.13% | 0.26% | 0.35% | Q4 2016 | Q1 2018 | 6 |
Trustees of Dartmouth College | 5 | 1 | 11.11% | 17.14% | 23.87% | Q4 2013 | Q4 2017 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.06% | 0.10% | 0.24% | Q2 2020 | Q3 2021 | 6 |
AHL Partners LLP | 4 | 1 | 0.28% | 0.88% | 1.18% | Q3 2014 | Q4 2017 | 6 |
Berger Financial Group, Inc | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Bragg Financial Advisors, Inc | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2022 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
HHM Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Trellus Management Company, LLC | 3 | 1 | 0.17% | 0.74% | 1.83% | Q2 2013 | Q2 2016 | 6 |
Meritage Group LP | 2 | 1 | 0.44% | 0.71% | 0.93% | Q2 2013 | Q3 2015 | 6 |
Parkwood LLC | 4 | 2 | 0.74% | 4.25% | 6.46% | Q4 2013 | Q3 2016 | 6 |
Ally Financial Inc. | 5 | 5 | 0.06% | 5.12% | 7.05% | Q2 2013 | Q2 2014 | 6 |
Gleason Group, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.00% | 0.03% | 0.18% | Q3 2021 | Q4 2022 | 6 |
FOUNDERS BANK & TRUST | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Cypress Capital Management LLC (WY) | 6 | 6 | 0.00% | 0.34% | 1.73% | Q2 2018 | Q3 2019 | 6 |
Icon Wealth Partners, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q4 2017 | Q1 2019 | 6 |
LYELL WEALTH MANAGEMENT, LP | 4 | 2 | 0.03% | 0.20% | 0.38% | Q1 2021 | Q3 2023 | 6 |
Signature Financial Management, Inc. | 3 | 3 | 0.04% | 0.12% | 0.23% | Q2 2013 | Q3 2018 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q1 2020 | 6 |
MADISON INVESTMENT HOLDINGS INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Oakwell Private Wealth Management, LLC | 6 | 6 | 0.21% | 0.30% | 0.39% | Q4 2020 | Q1 2022 | 6 |
Summit Financial, LLC | 6 | 6 | 0.02% | 0.09% | 0.16% | Q4 2021 | Q1 2023 | 6 |
Steinberg Global Asset Management | 6 | 6 | 0.18% | 0.22% | 0.26% | Q2 2013 | Q3 2014 | 6 |
Marshall Wace North America L.P. | 2 | 1 | 0.01% | 0.10% | 0.22% | Q3 2013 | Q1 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.11% | 0.13% | 0.14% | Q2 2013 | Q3 2014 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.24% | 0.25% | 0.26% | Q2 2022 | Q3 2023 | 6 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.07% | 0.18% | Q1 2019 | Q3 2020 | 5 |
Clear Perspective Advisors, LLC | 5 | 5 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q2 2018 | 5 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 5 |
CX Institutional | 3 | 2 | 0.01% | 0.10% | 0.38% | Q4 2018 | Q3 2022 | 5 |
Capstone Financial Advisors, Inc. | 5 | 5 | 0.08% | 0.19% | 0.42% | Q4 2014 | Q4 2015 | 5 |
W ADVISORS, LLC | 5 | 5 | 0.78% | 0.97% | 1.06% | Q3 2022 | Q3 2023 | 5 |
AXS Investments LLC | 4 | 1 | 0.12% | 0.44% | 1.28% | Q3 2021 | Q1 2023 | 5 |
Pinion Investment Advisors, LLC | 3 | 2 | 0.28% | 0.50% | 0.62% | Q3 2018 | Q3 2023 | 5 |
Barber Financial Group, Inc. | 4 | 1 | 0.09% | 0.44% | 0.91% | Q3 2017 | Q2 2019 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2015 | Q3 2016 | 5 |
Legacy Advisors, LLC | 3 | 1 | 0.04% | 0.09% | 0.15% | Q3 2017 | Q3 2019 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.02% | 0.03% | 0.08% | Q2 2020 | Q3 2023 | 5 |
Verde Servicos Internacionais S.A. | 5 | 5 | 1.06% | 2.01% | 2.83% | Q3 2018 | Q3 2019 | 5 |
Fortress Investment Group LLC | 4 | 1 | 0.02% | 0.18% | 0.52% | Q2 2013 | Q4 2014 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.70% | 1.24% | 2.19% | Q2 2013 | Q2 2014 | 5 |
FORTE ASSET MANAGEMENT LLC | 5 | 5 | 0.30% | 0.61% | 1.04% | Q2 2022 | Q2 2023 | 5 |
Rock Creek Group, LP | 2 | 1 | 0.06% | 4.04% | 9.69% | Q3 2013 | Q3 2021 | 5 |
Trexquant Investment LP | 1 | 1 | 0.02% | 0.07% | 0.22% | Q3 2019 | Q3 2023 | 5 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 2 | 1 | 0.14% | 0.95% | 1.98% | Q2 2013 | Q1 2019 | 5 |
Sagil Capital LLP | 2 | 1 | 2.46% | 8.57% | 16.50% | Q4 2018 | Q2 2023 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.36% | 0.47% | 0.64% | Q4 2018 | Q4 2019 | 5 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.00% | 0.87% | 1.85% | Q1 2019 | Q3 2021 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 1.35% | 1.82% | 2.48% | Q4 2013 | Q4 2014 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.00% | 0.03% | 0.03% | Q4 2015 | Q4 2016 | 5 |
Edmonds Duncan Registered Investment Advisors, LLC | 5 | 5 | 0.18% | 0.19% | 0.21% | Q4 2018 | Q4 2019 | 5 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 5 |
Hamilton Capital, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
OKABENA INVESTMENT SERVICES INC | 4 | 1 | 0.00% | 0.04% | 0.05% | Q4 2019 | Q3 2022 | 5 |
PREMIER ASSET MANAGEMENT LLC | 5 | 5 | 0.20% | 0.35% | 0.52% | Q4 2020 | Q4 2021 | 5 |
INNEALTA CAPITAL, LLC | 5 | 5 | 0.30% | 0.36% | 0.43% | Q4 2021 | Q4 2022 | 5 |
CBIZ Investment Advisory Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.06% | 0.08% | 0.12% | Q3 2021 | Q3 2022 | 5 |
AAF Wealth Management, LLC | 5 | 5 | 0.39% | 1.28% | 1.72% | Q3 2022 | Q3 2023 | 5 |
Kathmere Capital Management, LLC | 5 | 5 | 0.04% | 0.10% | 0.22% | Q4 2019 | Q4 2020 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.52% | 0.61% | 0.72% | Q2 2013 | Q2 2014 | 5 |
HUTCHENS INVESTMENT MANAGEMENT INC | 3 | 1 | 0.00% | 0.14% | 0.25% | Q4 2014 | Q4 2017 | 5 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q3 2020 | 5 |
NKCFO LLC | 3 | 2 | 0.08% | 0.12% | 0.19% | Q3 2020 | Q2 2023 | 5 |
Investment Management Corp of Ontario | 5 | 5 | 3.38% | 8.52% | 12.69% | Q4 2020 | Q4 2021 | 5 |
Kovitz Investment Group Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.06% | 0.15% | 0.23% | Q2 2016 | Q1 2017 | 5 |
Hamilton Wealth, LLC | 4 | 1 | 0.19% | 0.28% | 0.44% | Q1 2022 | Q3 2023 | 5 |
Threshold Group LLC | 4 | 1 | 0.31% | 0.67% | 1.00% | Q4 2015 | Q3 2017 | 5 |
Royal Fund Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q4 2020 | 5 |
OMERS ADMINISTRATION Corp | 2 | 1 | 0.31% | 0.68% | 1.48% | Q1 2017 | Q4 2018 | 5 |
Castle Hook Partners LP | 1 | 1 | 0.07% | 2.96% | 6.97% | Q2 2018 | Q1 2023 | 5 |
Kaizen Financial Strategies | 3 | 2 | 0.19% | 0.26% | 0.35% | Q4 2020 | Q1 2022 | 5 |
Affinity Capital Advisors, LLC | 5 | 5 | 0.10% | 0.24% | 0.40% | Q4 2019 | Q4 2020 | 5 |
Sage Financial Management Group, Inc. | 3 | 1 | 0.16% | 0.18% | 0.21% | Q4 2020 | Q3 2023 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q2 2020 | 5 |
Annapolis Financial Services, LLC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 5 |
Cynosure Group, LLC | 5 | 5 | 0.25% | 0.29% | 0.33% | Q4 2018 | Q4 2019 | 5 |
HOLDERNESS INVESTMENTS CO | 4 | 1 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q1 2022 | 5 |
ELEMENT POINTE ADVISORS, LLC | 5 | 5 | 0.36% | 0.79% | 1.62% | Q4 2018 | Q4 2019 | 5 |
Carolina Wealth Advisors, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 5 |
First Western Trust Bank | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 5 |
CM WEALTH ADVISORS LLC | 3 | 2 | 0.28% | 0.38% | 0.52% | Q2 2022 | Q3 2023 | 5 |
Segment Wealth Management, LLC | 3 | 2 | 0.03% | 0.19% | 0.44% | Q2 2014 | Q3 2021 | 5 |
DSC Advisors, L.P. | 2 | 1 | 0.16% | 1.34% | 5.36% | Q2 2014 | Q2 2017 | 5 |
Glaxis Capital Management, LLC | 3 | 1 | 1.59% | 11.05% | 17.03% | Q3 2017 | Q2 2023 | 5 |
Financial Insights, Inc. | 3 | 1 | 0.03% | 0.16% | 0.26% | Q2 2021 | Q3 2023 | 5 |
Gerber Kawasaki Wealth & Investment Management | 3 | 1 | 0.00% | 0.09% | 0.17% | Q3 2016 | Q3 2021 | 5 |
Avalon Investment & Advisory | 4 | 1 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q2 2017 | 5 |
Personal Wealth Partners | 4 | 1 | 0.06% | 0.10% | 0.13% | Q1 2019 | Q2 2021 | 5 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.00% | 0.16% | 0.71% | Q1 2015 | Q1 2016 | 5 |
Prestige Wealth Management Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.36% | 0.56% | 0.77% | Q2 2020 | Q2 2021 | 5 |
LUMINUS MANAGEMENT LLC | 4 | 4 | 0.82% | 1.40% | 1.92% | Q1 2016 | Q4 2016 | 5 |
ALBION FINANCIAL GROUP /UT | 3 | 1 | 0.00% | 0.08% | 0.39% | Q2 2013 | Q4 2021 | 5 |
Enterprise Bank & Trust Co | 4 | 1 | 0.08% | 0.09% | 0.10% | Q2 2022 | Q3 2023 | 5 |
Jolley Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
CFS, LLC | 5 | 5 | 0.33% | 0.37% | 0.40% | Q2 2013 | Q2 2014 | 5 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 5 | 5 | 2.96% | 4.86% | 6.64% | Q4 2014 | Q4 2015 | 5 |
Bay Harbor Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q4 2019 | 5 |
Spectrum Asset Management, Inc. (NB/CA) | 5 | 5 | 0.09% | 0.16% | 0.22% | Q4 2020 | Q4 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Capital Wealth Planning, LLC | 4 | 1 | 0.02% | 0.04% | 0.12% | Q2 2019 | Q4 2020 | 5 |
Princeton Global Asset Management LLC | 5 | 5 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q4 2019 | 5 |
ARGA Investment Management, LP | 4 | 1 | 0.07% | 0.33% | 1.22% | Q2 2019 | Q3 2021 | 5 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.19% | 1.05% | 3.92% | Q1 2017 | Q4 2021 | 5 |
Human Investing LLC | 5 | 5 | 0.00% | 0.06% | 0.29% | Q4 2018 | Q4 2019 | 5 |
ERTS Wealth Advisors, LLC | 5 | 5 | 0.26% | 0.50% | 0.61% | Q4 2018 | Q4 2019 | 5 |
Amia Capital LLP | 5 | 5 | 1.46% | 5.38% | 8.60% | Q1 2021 | Q1 2022 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.06% | 0.09% | Q4 2019 | Q2 2022 | 5 |
Geneva Partners, LLC | 5 | 5 | 0.16% | 0.22% | 0.26% | Q3 2017 | Q3 2018 | 5 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 5 | 5 | 3.57% | 5.31% | 7.06% | Q4 2014 | Q4 2015 | 5 |
Curi Wealth Management, LLC | 4 | 1 | 0.03% | 0.05% | 0.12% | Q4 2020 | Q3 2022 | 5 |
Security Financial Services, INC. | 5 | 5 | 0.29% | 0.34% | 0.42% | Q3 2022 | Q3 2023 | 5 |
3D ASSET MANAGEMENT, INC | 5 | 5 | 0.07% | 0.07% | 0.08% | Q2 2013 | Q2 2014 | 5 |
GoalVest Advisory LLC | 4 | 1 | 0.01% | 0.29% | 0.51% | Q2 2021 | Q4 2023 | 5 |
Newman & Schimel, LLC | 5 | 5 | 0.21% | 0.73% | 0.90% | Q4 2020 | Q4 2021 | 5 |
FundX Investment Group, LLC | 2 | 1 | 0.74% | 0.89% | 1.00% | Q3 2014 | Q1 2018 | 5 |
RGT Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.18% | 0.85% | Q4 2019 | Q3 2022 | 5 |
SBK Financial, Inc. | 5 | 5 | 0.37% | 0.48% | 0.57% | Q4 2021 | Q4 2022 | 5 |
Barnett & Company, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.33% | 0.60% | 0.74% | Q3 2022 | Q3 2023 | 5 |
MARSHALL WACE ASIA Ltd | 3 | 1 | 0.07% | 0.36% | 0.82% | Q3 2017 | Q2 2021 | 5 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 4 | 1 | 0.12% | 0.15% | 0.18% | Q4 2019 | Q2 2021 | 5 |
Weiss Asset Management LP | 5 | 5 | 0.10% | 0.14% | 0.20% | Q3 2020 | Q3 2021 | 5 |
Forbes Financial Planning, Inc. | 5 | 5 | 1.24% | 1.33% | 1.42% | Q4 2021 | Q4 2022 | 5 |
Muzinich & Co., Inc. | 3 | 2 | 0.50% | 1.82% | 4.17% | Q1 2019 | Q1 2021 | 5 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q4 2021 | 5 |
Goodwin Investment Advisory | 5 | 5 | 0.13% | 0.16% | 0.19% | Q3 2022 | Q3 2023 | 5 |
Trail Ridge Investment Advisors, LLC | 4 | 1 | 0.14% | 0.67% | 1.85% | Q4 2021 | Q1 2023 | 5 |
JMAC ENTERPRISES LLC | 5 | 5 | 0.34% | 0.70% | 0.94% | Q4 2021 | Q4 2022 | 5 |
WEALTHFRONT Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 5 |
BERRY GROUP, LLC | 5 | 5 | 1.04% | 1.34% | 1.48% | Q4 2019 | Q4 2020 | 5 |
DAVIS-REA LTD. | 3 | 1 | 0.12% | 0.16% | 0.22% | Q2 2013 | Q4 2015 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.07% | 1.80% | 4.73% | Q3 2022 | Q3 2023 | 5 |
Capitolis Advisors LLC | 5 | 5 | 0.51% | 3.95% | 8.96% | Q3 2021 | Q3 2022 | 5 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 5 | 5 | 1.66% | 2.20% | 2.96% | Q4 2014 | Q4 2015 | 5 |
TERRIL BROTHERS, INC. | 4 | 1 | 0.09% | 0.64% | 2.85% | Q2 2017 | Q4 2020 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.07% | 0.16% | Q4 2021 | Q4 2022 | 5 |
Lyons Wealth Management, LLC. | 3 | 1 | 0.32% | 0.68% | 1.27% | Q2 2013 | Q1 2018 | 5 |
Good Harbor Financial, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q4 2014 | 5 |
OAK FAMILY ADVISORS, LLC | 5 | 5 | 0.08% | 0.10% | 0.13% | Q4 2020 | Q4 2021 | 5 |
Geller Advisors LLC | 3 | 2 | 0.08% | 0.10% | 0.13% | Q1 2018 | Q2 2019 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.68% | 0.72% | 0.79% | Q2 2013 | Q2 2014 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Sovereign Financial Group, Inc. | 5 | 5 | 0.13% | 0.19% | 0.22% | Q3 2022 | Q3 2023 | 5 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 3 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 5 |
ShoreHaven Wealth Partners, LLC | 5 | 5 | 0.49% | 0.92% | 1.58% | Q3 2022 | Q3 2023 | 5 |
GW&K Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Main Management Fund Advisors LLC | 5 | 5 | 11.64% | 13.35% | 15.07% | Q1 2021 | Q1 2022 | 5 |
ALLSTATE CORP | 5 | 5 | 0.32% | 1.22% | 2.54% | Q4 2021 | Q4 2022 | 5 |
Vigilare Wealth Management | 4 | 1 | 0.16% | 0.62% | 1.18% | Q1 2021 | Q4 2023 | 5 |
Stokes Family Office, LLC | 5 | 5 | 0.04% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 5 | 5 | 0.01% | 0.03% | 0.10% | Q2 2017 | Q2 2018 | 5 |
BROADMARK ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 17.35% | 47.69% | Q3 2013 | Q3 2018 | 5 |
TRUSTEES OF THE UNIVERSITY OF PENNSYLVANIA | 5 | 5 | 64.83% | 89.22% | 99.76% | Q4 2013 | Q4 2014 | 5 |
Gemmer Asset Management LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2022 | 5 |
BTS Asset Management, Inc. | 4 | 1 | 0.40% | 1.17% | 3.44% | Q2 2022 | Q3 2023 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 5 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 5 | 5 | 0.04% | 0.12% | 0.42% | Q4 2014 | Q4 2015 | 5 |
ARVEST TRUST CO N A | 5 | 5 | 1.13% | 1.30% | 1.44% | Q2 2013 | Q2 2014 | 5 |
AGRAN LIBBIE | 3 | 1 | 0.85% | 1.04% | 1.20% | Q2 2013 | Q1 2015 | 5 |
G&S Capital LLC | 2 | 1 | 0.01% | 2.64% | 4.75% | Q4 2017 | Q4 2019 | 5 |
New Potomac Partners, LLC | 5 | 5 | 0.28% | 0.34% | 0.37% | Q4 2018 | Q4 2019 | 5 |
Armbruster Capital Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 5 |
DARRELL & KING LLC | 5 | 5 | 4.05% | 4.37% | 4.67% | Q3 2018 | Q3 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.06% | 0.14% | 0.34% | Q2 2013 | Q2 2021 | 5 |
DB Wealth Management Group, LLC | 5 | 5 | 0.01% | 0.04% | 0.05% | Q4 2020 | Q4 2021 | 5 |
FinTrust Investment Advisory Services, LLC | 3 | 2 | 0.51% | 0.65% | 0.73% | Q2 2013 | Q1 2018 | 5 |
COASTLAND CAPITAL LLC | 2 | 1 | 0.21% | 0.81% | 1.12% | Q2 2014 | Q4 2015 | 5 |
Peregrine Asset Advisers, Inc. | 2 | 1 | 0.13% | 0.74% | 1.99% | Q3 2015 | Q2 2022 | 5 |
HAMEL ASSOCIATES, INC. | 5 | 5 | 0.84% | 0.91% | 0.96% | Q4 2013 | Q4 2014 | 5 |
RIVERSVILLE CAPITAL, INC. | 4 | 4 | 3.97% | 7.46% | 17.05% | Q2 2013 | Q1 2014 | 4 |
PALLADIEM, LLC | 4 | 4 | 0.20% | 0.21% | 0.25% | Q4 2014 | Q3 2015 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.10% | 0.14% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.12% | 0.14% | 0.15% | Q4 2020 | Q3 2021 | 4 |
EMORY UNIVERSITY | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2012 | Q4 2012 | 4 |
EMG Holdings, L.P. | 2 | 2 | 0.02% | 0.12% | 0.24% | Q1 2022 | Q2 2022 | 4 |
San Luis Wealth Advisors LLC | 2 | 1 | 0.03% | 0.70% | 1.00% | Q4 2020 | Q2 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.42% | 0.44% | 0.46% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
FormulaFolio Investments, LLC | 2 | 2 | 0.01% | 0.11% | 0.20% | Q3 2019 | Q4 2020 | 4 |
Ascension Capital Advisors, Inc. | 4 | 4 | 0.29% | 0.38% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Nexus Investment Management ULC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2016 | Q4 2016 | 4 |
Crow Point Partners, LLC | 2 | 1 | 0.01% | 0.15% | 0.25% | Q3 2017 | Q4 2018 | 4 |
Johnson & White Wealth Management, LLC | 3 | 1 | 0.61% | 0.95% | 1.91% | Q3 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.03% | 0.03% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Tacita Capital Inc | 4 | 4 | 0.69% | 0.71% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.00% | 0.27% | 0.54% | Q3 2014 | Q3 2015 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Westwind Capital | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
InTrack Investment Management Inc | 2 | 2 | 0.16% | 0.30% | 0.44% | Q1 2021 | Q2 2022 | 4 |
PATTON FUND MANAGEMENT, INC. | 4 | 4 | 0.23% | 0.26% | 0.28% | Q4 2021 | Q3 2022 | 4 |
MANAGED ACCOUNT SERVICES INC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2020 | Q3 2021 | 4 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.39% | 1.48% | 3.70% | Q1 2021 | Q1 2022 | 4 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 3 | 1 | 2.08% | 2.58% | 3.41% | Q4 2020 | Q1 2023 | 4 |
&PARTNERS | 4 | 4 | 0.25% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
COOPER/HAIMS ADVISORS, LLC | 4 | 4 | 0.57% | 0.70% | 0.94% | Q4 2022 | Q3 2023 | 4 |
GRAND WEALTH MANAGEMENT, LLC | 4 | 4 | 0.21% | 0.24% | 0.25% | Q4 2021 | Q3 2022 | 4 |
First Allied Asset Management, Inc. | 3 | 1 | 0.06% | 0.24% | 0.41% | Q2 2013 | Q3 2014 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q2 2022 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Callan Family Office, LLC | 4 | 4 | 1.21% | 1.75% | 2.65% | Q4 2022 | Q3 2023 | 4 |
Benedetti & Gucer, Inc. | 4 | 4 | 0.24% | 0.64% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Koss-Olinger Consulting, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Cercano Management LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Fortress Wealth Group, LLC | 3 | 1 | 0.18% | 0.19% | 0.21% | Q2 2021 | Q3 2023 | 4 |
Bricktown Capital, LLC | 4 | 4 | 0.08% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.04% | 0.07% | 0.11% | Q2 2023 | Q3 2023 | 4 |
SAC Capital Advisors LP | 2 | 1 | 0.05% | 0.06% | 0.09% | Q2 2013 | Q1 2014 | 4 |
McNamara Financial Services, Inc. | 3 | 1 | 0.01% | 0.17% | 0.25% | Q4 2014 | Q4 2015 | 4 |
Gordian Capital Singapore Pte Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.27% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Delap Wealth Advisory, LLC | 4 | 4 | 0.73% | 0.91% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Fosun International Ltd | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2021 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.11% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.19% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Welch Group, LLC | 2 | 1 | 0.02% | 0.13% | 0.34% | Q4 2015 | Q1 2021 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 1.11% | 1.14% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Union Investments & Development Ltd. | 4 | 4 | 8.42% | 8.72% | 9.51% | Q4 2021 | Q3 2022 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.48% | 0.54% | 0.58% | Q2 2017 | Q1 2018 | 4 |
Sterneck Capital Management, LLC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2017 | Q3 2018 | 4 |
Smallwood Wealth Investment Management, LLC | 4 | 4 | 1.16% | 2.75% | 3.49% | Q4 2021 | Q3 2022 | 4 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 4 | 4 | 1.17% | 1.23% | 1.34% | Q3 2021 | Q2 2022 | 4 |
NOVARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q4 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Bramshill Investments, LLC | 4 | 4 | 0.04% | 0.09% | 0.14% | Q2 2017 | Q1 2018 | 4 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.13% | 0.28% | 0.43% | Q2 2013 | Q2 2021 | 4 |
Mill Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Rex Capital Advisors, LLC | 2 | 1 | 0.26% | 2.19% | 7.26% | Q4 2014 | Q1 2022 | 4 |
FFT WEALTH MANAGEMENT LLC | 4 | 4 | 0.61% | 0.82% | 0.95% | Q4 2022 | Q3 2023 | 4 |
Evergreen Wealth Solutions, LLC | 4 | 4 | 0.31% | 0.48% | 0.69% | Q4 2021 | Q3 2022 | 4 |
American Trust | 3 | 1 | 0.02% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 4 |
SAXON INTERESTS, INC. | 4 | 4 | 0.16% | 0.51% | 0.74% | Q3 2022 | Q2 2023 | 4 |
PURSUE WEALTH PARTNERS LLC | 2 | 2 | 0.19% | 0.93% | 1.48% | Q4 2021 | Q1 2023 | 4 |
Pacer Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 4 |
One River Asset Management, LLC | 2 | 2 | 0.10% | 0.17% | 0.24% | Q1 2023 | Q2 2023 | 4 |
HFG Advisors, Inc. | 4 | 4 | 1.54% | 1.58% | 1.64% | Q4 2022 | Q3 2023 | 4 |
Somerset Capital Management LLP | 3 | 1 | 11.66% | 14.80% | 17.90% | Q1 2014 | Q1 2015 | 4 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 4 |
Stegner Investment Associates Inc. | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q3 2021 | 4 |
Employees Retirement System of Texas | 2 | 1 | 0.02% | 1.06% | 2.10% | Q3 2013 | Q4 2022 | 4 |
Sunnymeath Asset Management, Inc. | 3 | 1 | 0.15% | 0.17% | 0.21% | Q4 2015 | Q4 2016 | 4 |
Vision Capital Management, Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
PayPay Securities Corp | 4 | 4 | 0.05% | 0.23% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Northwest Capital Management Inc | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Jackson Financial Management | 4 | 4 | 1.99% | 2.17% | 2.26% | Q1 2019 | Q4 2019 | 4 |
Ballast, Inc. | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Lombard Odier & Cie (Canada), Limited Partnership | 4 | 4 | 0.31% | 1.62% | 4.94% | Q4 2013 | Q3 2014 | 4 |
GIRARD PARTNERS LTD. | 4 | 4 | 0.01% | 0.04% | 0.07% | Q3 2018 | Q2 2019 | 4 |
Fragasso Group Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2022 | 4 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Acorn Advisory Capital L.P. | 4 | 4 | 0.40% | 0.73% | 1.49% | Q4 2017 | Q3 2018 | 4 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 4 | 4 | 0.34% | 0.39% | 0.51% | Q3 2016 | Q2 2017 | 4 |
Del-Sette Capital Management, LLC | 4 | 4 | 0.95% | 3.30% | 4.55% | Q4 2022 | Q3 2023 | 4 |
SIMMONS FIRST TRUST CO NA | 3 | 1 | 0.36% | 0.74% | 0.91% | Q2 2013 | Q4 2015 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.12% | 0.15% | 0.20% | Q4 2022 | Q3 2023 | 4 |
CHATHAM CAPITAL GROUP, INC. | 4 | 4 | 0.30% | 0.34% | 0.42% | Q3 2014 | Q2 2015 | 4 |
Stanley-Laman Group, Ltd. | 4 | 4 | 0.06% | 0.06% | 0.08% | Q4 2014 | Q3 2015 | 4 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 4 |
Wakefield Asset Management LLLP | 3 | 1 | 0.01% | 0.41% | 1.00% | Q3 2018 | Q4 2022 | 4 |
PRIVATE CAPITAL MANAGEMENT INC | 4 | 4 | 0.28% | 0.31% | 0.34% | Q4 2015 | Q3 2016 | 4 |
BIEGEL & WALLER LLC | 4 | 4 | 7.88% | 8.12% | 8.33% | Q4 2018 | Q3 2019 | 4 |
FIRST TRUST ADVISORS LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2018 | 4 |
WS MANAGEMENT LLLP | 2 | 2 | 0.42% | 0.71% | 0.98% | Q3 2014 | Q1 2018 | 4 |
Fulcrum Equity Management | 4 | 4 | 0.10% | 0.16% | 0.19% | Q2 2020 | Q1 2021 | 4 |
Lodge Hill Capital, LLC | 3 | 1 | 3.36% | 5.32% | 7.36% | Q4 2013 | Q3 2018 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.22% | 0.24% | 0.28% | Q4 2022 | Q3 2023 | 4 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q1 2021 | 4 |
Winthrop Advisory Group LLC | 4 | 4 | 0.19% | 0.24% | 0.28% | Q4 2017 | Q3 2018 | 4 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 4 | 4 | 1.42% | 1.62% | 2.12% | Q4 2015 | Q3 2016 | 4 |
Brookfield Asset Management | 4 | 4 | 0.01% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Field & Main Bank | 2 | 1 | 0.01% | 0.56% | 1.88% | Q1 2018 | Q4 2022 | 4 |
Surevest, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
S. MUOIO & CO. LLC | 2 | 1 | 3.38% | 5.35% | 7.69% | Q4 2014 | Q2 2016 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q1 2018 | 4 |
CYNOSURE ADVISORS, LLC | 4 | 4 | 0.16% | 0.19% | 0.26% | Q4 2017 | Q3 2018 | 4 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 4 |
STRATEGIC WEALTH MANAGEMENT INC | 4 | 4 | 3.63% | 4.15% | 4.41% | Q1 2019 | Q4 2019 | 4 |
Prostatis Group LLC | 2 | 1 | 0.17% | 1.46% | 2.10% | Q4 2020 | Q4 2022 | 4 |
Lee Capital Holdings LLC | 2 | 1 | 0.20% | 5.34% | 12.60% | Q1 2019 | Q4 2019 | 4 |
CFO4Life Group, LLC | 3 | 1 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q4 2022 | 4 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2017 | Q4 2017 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 3 | 1 | 0.10% | 0.15% | 0.24% | Q2 2013 | Q4 2018 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Selective Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q2 2020 | 4 |
Bell Rock Capital LLC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2018 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.19% | 0.22% | 0.25% | Q1 2019 | Q4 2019 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
TEXAS TREASURY SAFEKEEPING TRUST CO | 4 | 4 | 4.66% | 13.87% | 34.24% | Q1 2013 | Q4 2013 | 4 |
Valtinson Bruner Financial Planning LLC | 4 | 4 | 0.14% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Addison Capital Co | 4 | 4 | 0.56% | 0.97% | 1.46% | Q2 2019 | Q1 2020 | 4 |
KMS FINANCIAL SERVICES, INC | 2 | 2 | 0.04% | 0.09% | 0.20% | Q3 2013 | Q3 2014 | 4 |
LOS ANGELES CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q2 2014 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 4 |
AFFINITY WEALTH MANAGEMENT LLC | 3 | 1 | 1.24% | 1.41% | 1.52% | Q2 2013 | Q2 2021 | 4 |
PHILADELPHIA INTERNATIONAL ADVISORS LP | 3 | 1 | 0.05% | 0.12% | 0.32% | Q2 2013 | Q2 2014 | 4 |
Aft, Forsyth & Sober, LLC | 4 | 4 | 0.60% | 3.46% | 5.58% | Q4 2020 | Q3 2021 | 4 |
Spectrum Financial Alliance Ltd LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.01% | 0.49% | 1.55% | Q2 2014 | Q3 2015 | 4 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 4 | 4 | 0.53% | 0.55% | 0.56% | Q3 2018 | Q2 2019 | 4 |
My Legacy Advisors, LLC | 4 | 4 | 0.13% | 0.15% | 0.20% | Q3 2022 | Q2 2023 | 4 |
Alpha Wave Global, LP | 3 | 1 | 2.04% | 4.79% | 6.10% | Q2 2018 | Q4 2019 | 4 |
Omega Financial Group, LLC | 4 | 4 | 0.10% | 0.11% | 0.11% | Q4 2022 | Q3 2023 | 4 |
HOWARD FINANCIAL SERVICES, LTD. | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2018 | Q3 2019 | 4 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.09% | 0.28% | Q4 2015 | Q1 2023 | 4 |
CCG WEALTH MANAGEMENT, LLC | 4 | 4 | 0.21% | 0.23% | 0.25% | Q1 2019 | Q4 2019 | 4 |
METROPOLITAN CAPITAL ADVISORS INC | 3 | 1 | 0.53% | 0.69% | 1.11% | Q2 2013 | Q4 2015 | 4 |
Legacy Trust | 4 | 4 | 0.49% | 0.51% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.08% | 0.16% | 0.26% | Q1 2021 | Q3 2023 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 1 | 0.01% | 0.05% | 0.11% | Q2 2015 | Q4 2019 | 4 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.79% | 1.78% | Q4 2014 | Q2 2017 | 4 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.05% | 0.10% | Q3 2016 | Q4 2022 | 4 |
Weaver C. Barksdale & Associates, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2014 | 4 |
Matrix Trust Co | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q1 2021 | 4 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 4 | 4 | 0.06% | 0.10% | 0.11% | Q4 2017 | Q3 2018 | 4 |
Anchorage Capital Group, L.L.C. | 4 | 4 | 1.36% | 3.55% | 5.30% | Q2 2015 | Q1 2016 | 4 |
Olympiad Research LP | 2 | 2 | 0.46% | 2.06% | 4.36% | Q1 2020 | Q1 2021 | 4 |
Catamount Wealth Management | 2 | 2 | 0.01% | 0.09% | 0.20% | Q1 2015 | Q1 2019 | 4 |
Nokomis Capital, L.L.C. | 4 | 4 | 0.08% | 0.09% | 0.11% | Q1 2018 | Q4 2018 | 4 |
Ranch Capital Advisors Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
MARCUARD FAMILY OFFICE LTD | 3 | 1 | 0.60% | 2.95% | 5.13% | Q2 2013 | Q3 2014 | 4 |
SCHF (GPE), LLC | 4 | 4 | 17.80% | 26.11% | 34.62% | Q4 2019 | Q3 2020 | 4 |
Close Asset Management Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ARBOR TRUST WEALTH ADVISORS, LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q1 2021 | Q4 2021 | 4 |
RUSSELL FRANK CO/ | 2 | 1 | 0.00% | 0.06% | 0.11% | Q2 2013 | Q4 2015 | 4 |
LONESTAR CAPITAL MANAGEMENT LLC | 3 | 1 | 1.16% | 2.55% | 4.56% | Q2 2013 | Q2 2014 | 4 |
HOEY INVESTMENTS, INC | 4 | 4 | 0.20% | 0.30% | 0.41% | Q4 2022 | Q3 2023 | 4 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.49% | 1.32% | 3.32% | Q1 2015 | Q3 2021 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.06% | 0.08% | 0.10% | Q4 2018 | Q3 2019 | 4 |
Lionsbridge Wealth Management LLC | 3 | 1 | 0.01% | 0.87% | 1.42% | Q4 2019 | Q3 2023 | 4 |
Amici Capital, LLC | 3 | 1 | 0.08% | 0.38% | 1.21% | Q2 2013 | Q2 2016 | 4 |
Laidlaw Wealth Management LLC | 3 | 1 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q2 2022 | 4 |
Single Point Partners, LLC | 2 | 2 | 0.06% | 0.07% | 0.10% | Q1 2021 | Q1 2022 | 4 |
First Bank & Trust | 4 | 4 | 0.27% | 0.28% | 0.28% | Q4 2022 | Q3 2023 | 4 |
DOHJ, LLC | 4 | 4 | 0.16% | 0.26% | 0.40% | Q1 2021 | Q4 2021 | 4 |
Advisors Capital Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q4 2021 | 4 |
TRIANGLE PEAK PARTNERS, LP | 4 | 4 | 5.13% | 6.60% | 7.45% | Q4 2013 | Q3 2014 | 4 |
SWISS REINSURANCE CO LTD | 3 | 1 | 7.52% | 10.30% | 17.33% | Q2 2013 | Q2 2014 | 4 |
Trilogy Capital Inc. | 3 | 1 | 0.00% | 0.41% | 1.64% | Q1 2018 | Q1 2022 | 4 |
Neuberger Berman Canada ULC | 3 | 1 | 0.96% | 1.37% | 1.85% | Q2 2013 | Q2 2014 | 4 |
Covalent Partners LLC | 2 | 1 | 0.10% | 1.27% | 2.30% | Q2 2013 | Q3 2020 | 4 |
Russell Investments Group, Ltd. | 2 | 1 | 0.00% | 0.05% | 0.15% | Q2 2021 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 4 |
QFR Capital Management, L.P. | 2 | 1 | 7.04% | 29.54% | 41.27% | Q1 2014 | Q2 2015 | 4 |
Westwood Global Investments, LLC | 4 | 4 | 0.08% | 0.11% | 0.19% | Q2 2017 | Q1 2018 | 4 |
Phocas Financial Corp. | 4 | 4 | 0.01% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Baymount Management LP | 2 | 1 | 4.32% | 11.91% | 26.23% | Q4 2019 | Q3 2020 | 4 |
Berry Street Capital Management LLP | 2 | 1 | 0.59% | 2.46% | 6.52% | Q4 2020 | Q4 2022 | 4 |
Cullen Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 4 |
FSA Wealth Management LLC | 1 | 1 | 0.01% | 0.10% | 0.30% | Q4 2019 | Q3 2022 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 5.21% | 7.55% | 11.01% | Q4 2016 | Q3 2017 | 4 |
Quantitative Advantage, LLC | 2 | 2 | 0.39% | 1.45% | 4.26% | Q2 2014 | Q1 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.12% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Legacy Wealth Partners, Inc. | 3 | 1 | 0.12% | 0.13% | 0.16% | Q4 2019 | Q2 2021 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.16% | 0.19% | 0.21% | Q2 2022 | Q3 2023 | 4 |
Zeit Capital LLC | 4 | 4 | 0.02% | 0.10% | 0.32% | Q4 2022 | Q3 2023 | 4 |
WoodTrust Financial Corp | 4 | 4 | 0.12% | 0.13% | 0.15% | Q1 2019 | Q4 2019 | 4 |
Paul John Balson | 4 | 4 | 0.10% | 0.18% | 0.25% | Q1 2020 | Q4 2020 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.99% | 1.24% | 1.41% | Q1 2023 | Q4 2023 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 0.22% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Mizuho Bank, Ltd. | 4 | 4 | 2.04% | 5.53% | 8.27% | Q2 2017 | Q1 2018 | 4 |
MACKENZIE FINANCIAL CORP | 2 | 1 | 0.00% | 0.06% | 0.12% | Q1 2018 | Q1 2021 | 4 |
REBALANCE, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Wellspring Financial Advisors, LLC | 3 | 1 | 0.14% | 0.16% | 0.17% | Q1 2020 | Q1 2021 | 4 |
International City Management Association Retirement Corp | 4 | 4 | 3.33% | 3.48% | 3.82% | Q4 2022 | Q3 2023 | 4 |
New Capital Management LP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Windham Capital Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Neumann Capital Management, LLC | 4 | 4 | 0.22% | 0.24% | 0.25% | Q4 2014 | Q3 2015 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 0.47% | 0.61% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 3.84% | 4.09% | 4.45% | Q4 2022 | Q3 2023 | 4 |
Foundation Wealth Management, LLC | 4 | 4 | 2.68% | 2.87% | 3.04% | Q4 2022 | Q3 2023 | 4 |
Andromeda Capital LLC | 1 | 1 | 0.84% | 1.33% | 2.53% | Q3 2013 | Q3 2014 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 0.67% | 0.78% | 0.82% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.25% | 0.29% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 2.58% | 2.86% | 3.10% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 0.08% | 0.16% | 0.25% | Q4 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.36% | 0.39% | 0.42% | Q4 2022 | Q3 2023 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Leisure Capital Management | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2020 | Q3 2021 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.76% | 1.70% | 3.09% | Q4 2022 | Q3 2023 | 4 |
Eley Financial Management, Inc | 4 | 4 | 0.29% | 0.31% | 0.34% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.06% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
DF DENT & CO INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.22% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Iron Horse Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 1.41% | 1.52% | 1.72% | Q4 2022 | Q3 2023 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.04% | 0.12% | 0.16% | Q1 2021 | Q4 2021 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.33% | 0.54% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 3.56% | 3.80% | 4.20% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 3.15% | 3.17% | 3.21% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.41% | 0.45% | 0.50% | Q4 2022 | Q3 2023 | 4 |
New Hampshire Trust | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Brio Consultants, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q2 2019 | Q4 2019 | 3 |
Spearhead Capital Advisors, LLC | 3 | 3 | 0.07% | 0.21% | 0.49% | Q1 2022 | Q3 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.03% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Diametric Capital, LP | 2 | 1 | 0.23% | 0.47% | 0.78% | Q1 2022 | Q1 2023 | 3 |
FIDUCIARY SERVICES CORP/GA | 3 | 3 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q4 2013 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.00% | 0.75% | 2.23% | Q4 2018 | Q2 2019 | 3 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (FRANCE) | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2016 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q2 2021 | 3 |
Harvest Investment Services, LLC | 2 | 1 | 0.23% | 0.32% | 0.48% | Q4 2018 | Q2 2023 | 3 |
LOEWS CORP | 2 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2019 | 3 |
AGF Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 3 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 3 | 3 | 2.89% | 2.97% | 3.11% | Q2 2012 | Q4 2012 | 3 |
LILLEY & CO | 3 | 3 | 0.30% | 0.32% | 0.35% | Q4 2013 | Q2 2014 | 3 |
Sandell Asset Management Corp. | 1 | 1 | 0.43% | 1.52% | 3.63% | Q2 2018 | Q4 2019 | 3 |
Parasol Investment Management, LLC | 2 | 1 | 0.04% | 4.58% | 7.10% | Q3 2013 | Q4 2014 | 3 |
Seelaus Asset Management LLC | 2 | 1 | 0.12% | 0.15% | 0.21% | Q1 2018 | Q2 2021 | 3 |
Momentum Advisors, LLC | 3 | 3 | 0.22% | 0.25% | 0.29% | Q2 2022 | Q4 2022 | 3 |
Retirement Group, LLC | 2 | 1 | 0.06% | 0.22% | 0.30% | Q4 2019 | Q2 2022 | 3 |
XY Capital Ltd | 1 | 1 | 0.42% | 0.55% | 0.74% | Q4 2022 | Q4 2022 | 3 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.22% | 1.17% | 1.82% | Q1 2016 | Q4 2022 | 3 |
Cascadia Advisory Services, LLC | 2 | 1 | 1.96% | 2.14% | 2.44% | Q4 2019 | Q3 2020 | 3 |
TLP GROUP LLC | 3 | 3 | 0.06% | 0.14% | 0.19% | Q3 2017 | Q1 2018 | 3 |
McGowan Group Asset Management, Inc. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Strategic Vision Investment Ltd | 3 | 3 | 1.52% | 11.83% | 18.89% | Q4 2020 | Q2 2021 | 3 |
PRENTISS SMITH & CO INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Napier Park Global Capital (US) LP | 2 | 1 | 0.12% | 1.39% | 3.63% | Q3 2017 | Q3 2018 | 3 |
WOODMONT INVESTMENT COUNSEL LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Yellowstone Partners, LLC | 2 | 1 | 0.12% | 0.17% | 0.20% | Q3 2016 | Q4 2017 | 3 |
Silvant Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Friedenthal Financial | 3 | 3 | 0.40% | 0.72% | 0.92% | Q1 2023 | Q3 2023 | 3 |
Rice Partnership, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
20/20 Capital Management, Inc. | 3 | 3 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q2 2021 | 3 |
CWA Asset Management Group, LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q1 2019 | Q1 2021 | 3 |
Tidal Investments LLC | 2 | 1 | 0.18% | 0.73% | 1.58% | Q4 2019 | Q4 2020 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.31% | 0.32% | 0.34% | Q4 2019 | Q2 2020 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2017 | 3 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.25% | 1.00% | 1.42% | Q2 2015 | Q3 2017 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.08% | 0.38% | 0.89% | Q4 2016 | Q4 2016 | 3 |
Pinnacle Wealth Management Group, Inc. | 3 | 3 | 0.45% | 1.17% | 1.81% | Q1 2023 | Q3 2023 | 3 |
Mayfair Advisory Group, LLC | 3 | 3 | 0.35% | 0.38% | 0.40% | Q4 2020 | Q2 2021 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.01% | 0.35% | 0.52% | Q1 2013 | Q3 2013 | 3 |
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN | 3 | 3 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q1 2014 | 3 |
Bocage Capital, LLC | 3 | 3 | 2.46% | 5.21% | 7.90% | Q1 2014 | Q3 2014 | 3 |
LYNCH & ASSOCIATES/IN | 3 | 3 | 0.45% | 0.48% | 0.51% | Q2 2013 | Q4 2013 | 3 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.16% | 0.26% | Q4 2020 | Q2 2022 | 3 |
Aurora Private Wealth, Inc. | 2 | 1 | 0.10% | 0.20% | 0.40% | Q2 2021 | Q1 2023 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ADVENT CAPITAL MANAGEMENT /DE/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2016 | 3 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Secrest Blakey & Associates, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2019 | 3 |
HighTower Trust Company, N.A. | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q2 2022 | 3 |
Hoxton Planning & Management, LLC | 2 | 1 | 0.17% | 0.36% | 0.69% | Q4 2022 | Q3 2023 | 3 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.05% | 0.20% | 0.44% | Q4 2018 | Q4 2021 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.06% | 0.08% | 0.12% | Q1 2015 | Q3 2015 | 3 |
Calypso Capital Management, LP | 2 | 1 | 5.06% | 9.36% | 14.12% | Q4 2013 | Q3 2014 | 3 |
Vanguard Capital Wealth Advisors | 3 | 3 | 0.39% | 0.98% | 1.29% | Q4 2017 | Q2 2018 | 3 |
FolioMetrix LLC | 3 | 3 | 0.33% | 0.37% | 0.42% | Q4 2014 | Q2 2015 | 3 |
DCF Advisers, LLC | 3 | 3 | 0.26% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Clarity Financial LLC | 2 | 1 | 0.06% | 0.14% | 0.18% | Q1 2021 | Q1 2022 | 3 |
Soltis Investment Advisors LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q1 2023 | 3 |
Windhaven Investment Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.24% | 0.27% | 0.30% | Q1 2023 | Q3 2023 | 3 |
Oak Grove Capital LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Alhambra Investment Management LLC | 2 | 1 | 0.26% | 0.55% | 1.11% | Q4 2019 | Q1 2021 | 3 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 3 | 3 | 0.11% | 0.15% | 0.18% | Q4 2016 | Q2 2017 | 3 |
Tower View Wealth Management LLC | 3 | 3 | 0.76% | 0.84% | 0.94% | Q4 2017 | Q2 2018 | 3 |
Leith Wheeler Investment Counsel Ltd. | 2 | 1 | 0.07% | 0.10% | 0.13% | Q4 2019 | Q3 2020 | 3 |
BB&T INVESTMENT SERVICES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2015 | 3 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.02% | 0.65% | 1.38% | Q3 2017 | Q2 2018 | 3 |
CETERA INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.13% | 0.13% | 0.14% | Q1 2016 | Q3 2016 | 3 |
Summit Financial Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
KBC Group NV | 3 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2013 | 3 |
RESOLUTE FINANCIAL, LLC | 3 | 3 | 0.20% | 0.21% | 0.21% | Q4 2021 | Q2 2022 | 3 |
Von Berge Wealth Management Group, LLC | 3 | 3 | 0.21% | 0.22% | 0.24% | Q4 2021 | Q2 2022 | 3 |
ZEVIN ASSET MANAGEMENT LLC | 3 | 3 | 0.06% | 0.14% | 0.18% | Q2 2017 | Q4 2017 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q2 2022 | 3 |
DW Partners, LP | 3 | 3 | 1.78% | 2.25% | 3.04% | Q4 2013 | Q2 2014 | 3 |
Nordwand Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Sands Capital Management | 3 | 3 | 0.01% | 0.09% | 0.15% | Q1 2014 | Q3 2014 | 3 |
Numina Capital Management, LLC | 3 | 3 | 0.84% | 2.12% | 3.59% | Q4 2014 | Q2 2015 | 3 |
Tahithromos, L.L.C. | 2 | 1 | 0.04% | 0.49% | 0.94% | Q4 2014 | Q3 2016 | 3 |
Wellington Shields Capital Management, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q2 2019 | 3 |
WEATHERLY ASSET MANAGEMENT L. P. | 3 | 3 | 0.36% | 0.41% | 0.45% | Q2 2013 | Q4 2013 | 3 |
Endowment Wealth Management, Inc. | 2 | 1 | 0.33% | 0.35% | 0.36% | Q4 2021 | Q3 2023 | 3 |
Chescapmanager LLC | 3 | 3 | 0.60% | 0.82% | 1.14% | Q1 2021 | Q3 2021 | 3 |
ROBERTS GLORE & CO INC /IL/ | 1 | 1 | 0.18% | 0.19% | 0.20% | Q4 2019 | Q1 2021 | 3 |
Deer Park Road Corp | 2 | 1 | 0.56% | 1.36% | 2.80% | Q2 2020 | Q3 2021 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.22% | 0.43% | Q1 2019 | Q3 2022 | 3 |
TECTONIC ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Covalis Capital LLP | 2 | 1 | 1.85% | 4.07% | 6.88% | Q4 2018 | Q4 2019 | 3 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 3 |
Smith, Salley & Associates | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Northcape Capital Pty Ltd | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q2 2019 | 3 |
Jacobus Wealth Management, Inc. | 3 | 3 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Numeric Investors LLC | 1 | 1 | 0.14% | 0.23% | 0.35% | Q3 2014 | Q3 2017 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Reynders McVeigh Capital Management, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2015 | Q2 2018 | 3 |
Virtue Capital Management, LLC | 3 | 3 | 0.11% | 0.23% | 0.41% | Q4 2017 | Q2 2018 | 3 |
OLYMPUS WEALTH MANAGEMENT, LLC | 2 | 1 | 1.28% | 5.44% | 12.65% | Q1 2022 | Q4 2022 | 3 |
MD Financial Management Inc. | 3 | 3 | 2.27% | 2.62% | 2.84% | Q4 2020 | Q2 2021 | 3 |
Counsel Portfolio Services Inc. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q3 2014 | 3 |
Castellan Group | 3 | 3 | 1.22% | 1.65% | 2.39% | Q4 2020 | Q2 2021 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
Vickerman Investment Advisors, Inc. | 3 | 3 | 0.10% | 0.12% | 0.13% | Q3 2021 | Q1 2022 | 3 |
SJS Investment Consulting Inc. | 2 | 1 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2022 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.36% | 0.39% | 0.42% | Q4 2022 | Q3 2023 | 3 |
Elk River Wealth Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q2 2021 | 3 |
Systematic Alpha Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
PINNBROOK CAPITAL MANAGEMENT LP | 2 | 1 | 1.27% | 7.95% | 11.36% | Q4 2022 | Q3 2023 | 3 |
Flower City Capital | 3 | 3 | 0.34% | 0.44% | 0.53% | Q4 2021 | Q2 2022 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 3 | 3 | 3.46% | 3.85% | 4.05% | Q1 2023 | Q3 2023 | 3 |
Blueshift Asset Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Partner Investment Management, L.P. | 1 | 1 | 0.69% | 3.83% | 9.04% | Q1 2014 | Q2 2018 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.28% | 0.52% | 0.75% | Q1 2023 | Q3 2023 | 3 |
MINOT CAPITAL, LP | 3 | 3 | 10.79% | 12.64% | 14.76% | Q2 2019 | Q4 2019 | 3 |
Alken Asset Management Ltd | 3 | 3 | 0.28% | 0.32% | 0.39% | Q2 2017 | Q4 2017 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
HANSBERGER GLOBAL INVESTORS INC/FL | 2 | 1 | 0.10% | 0.18% | 0.32% | Q2 2013 | Q1 2014 | 3 |
Hackensack Meridian Health, Inc. | 3 | 3 | 10.39% | 10.80% | 11.04% | Q4 2021 | Q2 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
MOON CAPITAL MANAGEMENT LP | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q3 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.11% | 0.19% | 0.24% | Q4 2020 | Q2 2021 | 3 |
Strong Tower Advisory Services | 3 | 3 | 2.94% | 3.05% | 3.16% | Q1 2023 | Q3 2023 | 3 |
Willow Street Advisors LLC | 3 | 3 | 1.76% | 2.00% | 2.20% | Q2 2013 | Q4 2013 | 3 |
HOURGLASS CAPITAL, LLC | 2 | 1 | 0.38% | 0.88% | 1.87% | Q1 2014 | Q3 2020 | 3 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 3 |
Stevard, LLC | 3 | 3 | 0.15% | 0.26% | 0.42% | Q4 2019 | Q2 2020 | 3 |
FNY Partners Fund LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2018 | 3 |
AUGUSTINE ASSET MANAGEMENT INC | 3 | 3 | 0.17% | 0.21% | 0.23% | Q2 2019 | Q4 2019 | 3 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q4 2021 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
O'Connor Financial Group LLC | 3 | 3 | 0.52% | 0.55% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Glacier Peak Capital LLC | 1 | 1 | 0.39% | 0.83% | 1.30% | Q2 2013 | Q4 2016 | 3 |
GoldenTree Asset Management | 2 | 1 | 0.10% | 0.47% | 1.00% | Q4 2019 | Q1 2021 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Bain Capital Public Equity Management II, LLC | 2 | 1 | 1.24% | 1.63% | 1.82% | Q3 2021 | Q3 2022 | 3 |
361 CAPITAL LLC | 1 | 1 | 0.06% | 8.35% | 13.74% | Q1 2016 | Q1 2019 | 3 |
TIFF ADVISORY SERVICES, LLC | 3 | 3 | 1.06% | 1.43% | 2.18% | Q2 2013 | Q4 2013 | 3 |
SigFig Wealth Management, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
GFG Capital, LLC | 2 | 1 | 0.10% | 0.26% | 0.34% | Q4 2021 | Q4 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
TOTAL INVESTMENT MANAGEMENT INC | 3 | 3 | 4.75% | 6.51% | 7.94% | Q1 2023 | Q3 2023 | 3 |
Planning Solutions Group LLC | 3 | 3 | 1.84% | 2.03% | 2.30% | Q4 2018 | Q2 2019 | 3 |
Grandview Asset Management LLC | 2 | 1 | 0.10% | 0.20% | 0.28% | Q1 2021 | Q4 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.44% | 0.46% | 0.47% | Q4 2022 | Q3 2023 | 3 |
Stonehearth Capital Management, LLC | 3 | 3 | 0.22% | 1.00% | 1.50% | Q3 2015 | Q1 2016 | 3 |
McElhenny Sheffield Capital Management, LLC | 2 | 1 | 0.05% | 0.14% | 0.27% | Q3 2021 | Q4 2022 | 3 |
Deep Field Asset Management LLC | 2 | 1 | 4.41% | 7.63% | 10.39% | Q1 2020 | Q4 2020 | 3 |
Amiya Capital LLP | 2 | 1 | 0.01% | 6.04% | 12.05% | Q3 2013 | Q3 2014 | 3 |
Ergoteles LLC | 1 | 1 | 0.01% | 0.37% | 1.01% | Q1 2021 | Q4 2022 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
KMG FIDUCIARY PARTNERS, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Goelzer Investment Management, Inc. | 2 | 1 | 0.03% | 0.05% | 0.05% | Q2 2014 | Q3 2015 | 3 |
CANYON CAPITAL ADVISORS LLC | 2 | 1 | 0.08% | 1.22% | 2.10% | Q1 2018 | Q4 2018 | 3 |
Grandeur Peak Global Advisors, LLC | 1 | 1 | 0.30% | 1.15% | 2.82% | Q4 2013 | Q3 2016 | 3 |
PFM Health Sciences, LP | 1 | 1 | 0.61% | 3.54% | 7.96% | Q1 2014 | Q2 2018 | 3 |
Diameter Capital Partners LP | 2 | 1 | 23.97% | 28.87% | 34.59% | Q4 2019 | Q4 2020 | 3 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 3 | 3 | 0.19% | 0.20% | 0.22% | Q2 2015 | Q4 2015 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 1.07% | 1.33% | 1.47% | Q4 2014 | Q2 2015 | 3 |
LeJeune Puetz Investment Counsel LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q3 2017 | Q1 2018 | 3 |
Advocacy Wealth Management Services, LLC | 2 | 1 | 0.01% | 0.11% | 0.32% | Q2 2013 | Q1 2021 | 3 |
City Financial Investment Co Ltd | 3 | 3 | 0.64% | 0.70% | 0.78% | Q1 2018 | Q3 2018 | 3 |
Aft, Forsyth & Sober, LLC | 3 | 3 | 4.08% | 4.23% | 4.31% | Q2 2013 | Q4 2013 | 3 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 2 | 1 | 1.70% | 3.01% | 4.91% | Q2 2014 | Q3 2017 | 3 |
BBT Capital Management, LLC | 3 | 3 | 0.18% | 0.22% | 0.29% | Q3 2013 | Q1 2014 | 3 |
Bernardo Wealth Planning LLC | 2 | 1 | 0.08% | 0.14% | 0.17% | Q1 2019 | Q4 2020 | 3 |
Hedeker Wealth, LLC | 3 | 3 | 0.01% | 0.21% | 0.42% | Q2 2016 | Q4 2016 | 3 |
BCWM, LLC | 3 | 3 | 0.16% | 0.18% | 0.19% | Q3 2015 | Q1 2016 | 3 |
McAdam, LLC | 3 | 3 | 0.04% | 0.05% | 0.08% | Q1 2018 | Q3 2018 | 3 |
American Trust Investment Advisors, LLC | 3 | 3 | 0.30% | 0.31% | 0.33% | Q4 2014 | Q2 2015 | 3 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q4 2020 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Empirical Finance, LLC | 3 | 3 | 0.38% | 0.76% | 1.45% | Q3 2017 | Q1 2018 | 3 |
JUPITER ASSET MANAGEMENT LTD | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2014 | Q3 2014 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.15% | 0.44% | Q4 2022 | Q3 2023 | 3 |
WESPAC Advisors, LLC | 2 | 1 | 0.39% | 0.47% | 0.54% | Q2 2013 | Q4 2020 | 3 |
Johns Hopkins University | 3 | 3 | 1.60% | 2.01% | 2.34% | Q1 2023 | Q3 2023 | 3 |
JANUS HENDERSON INVESTORS US LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q1 2023 | 3 |
RITHOLTZ WEALTH MANAGEMENT | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
KELLOGG W K FOUNDATION TRUST | 3 | 3 | 0.47% | 0.76% | 1.14% | Q4 2016 | Q2 2017 | 3 |
Context Capital Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
EnTrust Global Partners Offshore LP | 2 | 2 | 3.44% | 9.18% | 19.39% | Q4 2018 | Q1 2019 | 3 |
Myriad Asset Management Ltd. | 1 | 1 | 1.18% | 2.13% | 3.04% | Q3 2017 | Q3 2019 | 3 |
Aperture Investors, LLC | 3 | 3 | 0.35% | 0.39% | 0.45% | Q1 2021 | Q3 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Wolf Group Capital Advisors | 3 | 3 | 0.17% | 0.23% | 0.27% | Q4 2013 | Q2 2014 | 3 |
Hilton Capital Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 3 |
Matisse Capital | 3 | 3 | 0.47% | 0.49% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Tuttle Capital Management, LLC | 2 | 1 | 0.10% | 0.20% | 0.27% | Q2 2014 | Q1 2021 | 3 |
DELTA FINANCIAL ADVISORS LLC | 3 | 3 | 0.22% | 0.23% | 0.24% | Q2 2019 | Q4 2019 | 3 |
Rinet Co LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2021 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q4 2022 | Q3 2023 | 3 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 3 | 3 | 0.94% | 1.02% | 1.17% | Q4 2020 | Q2 2021 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
Strategic Income Management, LLC | 3 | 3 | 4.05% | 4.12% | 4.25% | Q4 2014 | Q2 2015 | 3 |
NAPLES GLOBAL ADVISORS, LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q4 2013 | Q2 2014 | 3 |
Stratos Investment Management, LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q3 2021 | Q1 2022 | 3 |
Waratah Capital Advisors Ltd. | 3 | 3 | 0.05% | 0.89% | 2.50% | Q1 2021 | Q3 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Fiduciary Group LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Douglass Winthrop Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2023 | 3 |
OppenheimerFunds, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
P&S Credit Management, L.P. | 3 | 3 | 2.81% | 7.79% | 12.54% | Q4 2022 | Q2 2023 | 3 |
CAMPBELL CAPITAL MANAGEMENT INC | 2 | 1 | 0.55% | 3.00% | 5.60% | Q1 2019 | Q4 2019 | 3 |
WASHBURN CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.19% | 0.42% | 0.71% | Q1 2023 | Q3 2023 | 3 |
Yorktown Management & Research Co Inc | 2 | 1 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 3 |
Electron Capital Partners, LLC | 2 | 1 | 3.65% | 8.58% | 11.18% | Q3 2017 | Q4 2018 | 3 |
Twelve Points Wealth Management LLC | 3 | 3 | 0.18% | 0.24% | 0.28% | Q4 2021 | Q2 2022 | 3 |
Edgemoor Investment Advisors, Inc. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q4 2013 | 3 |
17 CAPITAL PARTNERS, LLC | 3 | 3 | 0.22% | 0.28% | 0.35% | Q2 2021 | Q4 2021 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.38% | 1.25% | 1.72% | Q1 2018 | Q3 2018 | 3 |
WHV Investments, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
PRINCETON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2018 | 3 |
Henry James International Management Inc. | 1 | 1 | 0.08% | 0.20% | 0.32% | Q3 2018 | Q4 2021 | 3 |
Mirador Capital Partners LP | 3 | 3 | 0.05% | 0.09% | 0.12% | Q1 2021 | Q3 2021 | 3 |
J Arnold Wealth Management Co | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Wilks Brothers, LLC | 2 | 1 | 0.66% | 1.59% | 2.59% | Q2 2018 | Q1 2019 | 3 |
Zions Bancorporation, N.A. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
BEACH INVESTMENT COUNSEL INC/PA | 1 | 1 | 0.02% | 0.79% | 1.29% | Q1 2013 | Q1 2018 | 3 |
BIP Wealth, LLC | 3 | 3 | 1.02% | 1.14% | 1.33% | Q1 2023 | Q3 2023 | 3 |
Holistic Financial Partners | 2 | 1 | 0.20% | 0.27% | 0.32% | Q4 2017 | Q3 2018 | 3 |
Nan Shan Life Insurance Co., Ltd. | 2 | 2 | 0.23% | 0.26% | 0.28% | Q3 2018 | Q4 2018 | 2 |
Folger Hill Asset Management LP | 1 | 1 | 0.06% | 0.25% | 0.45% | Q3 2016 | Q3 2016 | 2 |
NAYA CAPITAL MANAGEMENT UK LTD | 2 | 2 | 5.91% | 6.38% | 6.85% | Q4 2015 | Q1 2016 | 2 |
Highland Private Wealth Management | 1 | 1 | 0.18% | 1.46% | 2.75% | Q4 2015 | Q1 2018 | 2 |
Key Square Capital Management LLC | 1 | 1 | 1.77% | 1.86% | 1.94% | Q2 2020 | Q4 2020 | 2 |
Opera Trading Capital | 2 | 2 | 0.09% | 0.09% | 0.10% | Q3 2018 | Q4 2018 | 2 |
Summit Global Investments | 2 | 2 | 0.14% | 0.43% | 0.73% | Q1 2021 | Q2 2021 | 2 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.02% | 0.09% | 0.15% | Q4 2017 | Q3 2019 | 2 |
Wind River Trust Co | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q1 2013 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Julex Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 2 |
Ackerman Capital Advisors, LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2019 | 2 |
Rotation Capital Management, LP | 2 | 2 | 14.38% | 17.00% | 19.63% | Q2 2017 | Q3 2017 | 2 |
Gratus Capital, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Hayden Royal, LLC | 2 | 2 | 0.41% | 0.43% | 0.46% | Q4 2019 | Q1 2020 | 2 |
Pegasus Partners Ltd. | 1 | 1 | 0.10% | 0.28% | 0.47% | Q2 2015 | Q4 2015 | 2 |
Parkside Investments, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 2 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.14% | 0.38% | 0.63% | Q2 2016 | Q3 2016 | 2 |
Lion Point Capital, LP | 2 | 2 | 2.70% | 3.65% | 4.61% | Q3 2022 | Q4 2022 | 2 |
Landmark Financial Advisors, LLC | 2 | 2 | 3.22% | 3.25% | 3.28% | Q4 2014 | Q1 2015 | 2 |
Garner Asset Management Corp | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2017 | Q4 2017 | 2 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.94% | 1.43% | 1.91% | Q1 2020 | Q4 2020 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
First Personal Financial Services | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q1 2018 | 2 |
All-Stars Investment Ltd | 2 | 2 | 0.51% | 1.81% | 3.10% | Q4 2014 | Q1 2015 | 2 |
Centenus Global Management, LP | 1 | 1 | 0.09% | 0.09% | 0.10% | Q1 2019 | Q3 2019 | 2 |
Islet Management, LP | 1 | 1 | 0.66% | 1.07% | 1.49% | Q1 2019 | Q1 2021 | 2 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
Shay Capital LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q3 2021 | Q4 2021 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
CFO4Life, L.P. | 1 | 1 | 0.07% | 0.24% | 0.42% | Q4 2014 | Q4 2022 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 2 |
Point Break Capital Management, LLC | 1 | 1 | 0.43% | 4.76% | 9.10% | Q1 2019 | Q4 2020 | 2 |
Concorde Asset Management, LLC | 2 | 2 | 0.40% | 0.41% | 0.42% | Q3 2019 | Q4 2019 | 2 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
Nova R Wealth, Inc. | 2 | 2 | 0.33% | 0.33% | 0.34% | Q4 2021 | Q1 2022 | 2 |
Valentine Capital Asset Management, Inc. | 2 | 2 | 1.59% | 1.62% | 1.66% | Q3 2015 | Q4 2015 | 2 |
Tibra Equities Europe Ltd | 1 | 1 | 0.10% | 0.59% | 1.08% | Q3 2020 | Q3 2021 | 2 |
Red Cedar Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Hansberger Growth Investors, LP | 2 | 2 | 0.28% | 0.41% | 0.54% | Q4 2014 | Q1 2015 | 2 |
PhaseCapital LP | 2 | 2 | 2.14% | 3.94% | 5.74% | Q4 2017 | Q1 2018 | 2 |
Boussard & Gavaudan Investment Management LLP | 1 | 1 | 0.19% | 0.35% | 0.50% | Q2 2015 | Q3 2017 | 2 |
Stone Milliner Asset Management AG | 2 | 2 | 88.14% | 90.27% | 92.40% | Q1 2017 | Q2 2017 | 2 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Windsor Wealth Management, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
D.B. Root & Company, LLC | 2 | 2 | 0.11% | 0.17% | 0.23% | Q2 2019 | Q3 2019 | 2 |
Stewardship Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q1 2021 | 2 |
Centerpoint Advisors, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Atika Capital Management LLC | 1 | 1 | 0.42% | 1.04% | 1.66% | Q1 2016 | Q2 2018 | 2 |
Waterfront Capital Partners, LLC | 2 | 2 | 1.85% | 2.75% | 3.64% | Q1 2015 | Q2 2015 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 0.82% | 1.72% | 2.62% | Q2 2019 | Q4 2019 | 2 |
Hurlow Wealth Management Group, Inc. | 2 | 2 | 0.27% | 0.27% | 0.28% | Q1 2019 | Q2 2019 | 2 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.64% | 7.16% | 13.69% | Q4 2020 | Q4 2021 | 2 |
StratiFi, LLC | 2 | 2 | 0.02% | 0.10% | 0.17% | Q3 2015 | Q4 2015 | 2 |
Black Maple Capital Management LP | 2 | 2 | 1.25% | 2.20% | 3.14% | Q1 2016 | Q2 2016 | 2 |
Insight Wealth Strategies, LLC | 2 | 2 | 0.41% | 0.51% | 0.62% | Q4 2018 | Q1 2019 | 2 |
Municipal Employees' Retirement System of Michigan | 2 | 2 | 0.14% | 1.59% | 3.03% | Q3 2020 | Q4 2020 | 2 |
Central Asset Investments & Management Holdings (HK) Ltd | 2 | 2 | 2.27% | 10.71% | 19.14% | Q2 2013 | Q3 2013 | 2 |
Atlas Principals, LLC | 2 | 2 | 1.94% | 3.00% | 4.06% | Q4 2019 | Q1 2020 | 2 |
ACUTA CAPITAL PARTNERS, LLC | 2 | 2 | 0.79% | 0.97% | 1.16% | Q1 2018 | Q2 2018 | 2 |
Walleye Capital LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
LVW Advisors, LLC | 1 | 1 | 0.13% | 0.28% | 0.44% | Q4 2014 | Q3 2015 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.14% | 0.84% | 1.53% | Q4 2022 | Q1 2023 | 2 |
Janney Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q4 2014 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 2 |
A. D. Beadell Investment Counsel, Inc. | 1 | 1 | 0.15% | 0.39% | 0.62% | Q1 2020 | Q2 2021 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2019 | Q4 2019 | 2 |
Idaho Trust Bank | 2 | 2 | 0.16% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
London & Capital Asset Management Ltd | 2 | 2 | 0.21% | 0.30% | 0.40% | Q4 2018 | Q1 2019 | 2 |
DSAM Partners (London) Ltd | 1 | 1 | 2.13% | 2.16% | 2.18% | Q3 2016 | Q1 2021 | 2 |
Panning Capital Management, LP | 1 | 1 | 6.32% | 7.18% | 8.04% | Q3 2013 | Q3 2014 | 2 |
New World Advisors LLC | 1 | 1 | 1.05% | 1.38% | 1.72% | Q2 2021 | Q4 2021 | 2 |
Bollard Group LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q3 2013 | Q4 2013 | 2 |
Carnick & Kubik, LLC | 2 | 2 | 0.00% | 0.21% | 0.41% | Q4 2015 | Q1 2016 | 2 |
Baltimore-Washington Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Seven Post Investment Office LP | 2 | 2 | 0.78% | 0.79% | 0.80% | Q2 2020 | Q3 2020 | 2 |
LAKE STREET PRIVATE WEALTH, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2021 | 2 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.39% | 1.33% | 2.27% | Q1 2019 | Q2 2022 | 2 |
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC | 1 | 1 | 9.41% | 17.29% | 25.16% | Q3 2015 | Q3 2015 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q4 2022 | 2 |
Segantii Capital Management Ltd | 1 | 1 | 0.03% | 0.17% | 0.31% | Q2 2016 | Q2 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Artal Group S.A. | 1 | 1 | 0.18% | 0.21% | 0.24% | Q2 2013 | Q3 2015 | 2 |
AZENTUS CAPITAL MANAGEMENT Ltd | 1 | 1 | 3.90% | 8.90% | 13.90% | Q2 2013 | Q1 2014 | 2 |
NexWave Capital Partners LLC | 2 | 2 | 0.53% | 0.54% | 0.55% | Q2 2020 | Q3 2020 | 2 |
Nadler Financial Group, Inc. | 1 | 1 | 0.15% | 0.18% | 0.22% | Q2 2013 | Q4 2013 | 2 |
Itau USA Asset Management Inc. | 2 | 2 | 1.98% | 2.02% | 2.06% | Q3 2013 | Q4 2013 | 2 |
Williams Jones Wealth Management, LLC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Crake Asset Management LLP | 1 | 1 | 0.85% | 5.43% | 10.00% | Q1 2020 | Q1 2021 | 2 |
Candlestick Capital Management LP | 1 | 1 | 1.44% | 1.65% | 1.85% | Q1 2020 | Q2 2021 | 2 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 2 |
Jackson Wealth Management, LLC | 1 | 1 | 0.49% | 0.80% | 1.11% | Q1 2016 | Q3 2016 | 2 |
Euro Pacific Asset Management, LLC | 1 | 1 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q4 2022 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
HawsGoodwin Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.04% | 0.51% | 0.98% | Q4 2015 | Q4 2021 | 2 |
Pension Partners, LLC | 1 | 1 | 9.24% | 27.68% | 46.13% | Q3 2015 | Q4 2017 | 2 |
Investors Financial Group, LLC | 2 | 2 | 0.32% | 0.35% | 0.38% | Q4 2019 | Q1 2020 | 2 |
Cascabel Management LP | 1 | 1 | 2.03% | 7.95% | 13.86% | Q2 2013 | Q1 2014 | 2 |
SPRENG CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.47% | 0.48% | 0.49% | Q1 2021 | Q2 2021 | 2 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.25% | 8.32% | 16.40% | Q3 2015 | Q3 2016 | 2 |
Meadow Creek Wealth Advisors LLC | 1 | 1 | 0.32% | 0.95% | 1.58% | Q4 2019 | Q4 2021 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 7.61% | 27.91% | 48.21% | Q1 2014 | Q3 2014 | 2 |
INR ADVISORY SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
J.Safra Asset Management Corp | 2 | 2 | 0.13% | 0.18% | 0.23% | Q3 2016 | Q4 2016 | 2 |
Holloway Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 2 |
Apeiron RIA LLC | 1 | 1 | 0.14% | 0.17% | 0.19% | Q1 2022 | Q3 2022 | 2 |
Boston Trust Walden Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Investment Research & Advisory Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
PECONIC PARTNERS LLC | 1 | 1 | 0.86% | 3.18% | 5.49% | Q1 2019 | Q4 2019 | 2 |
Rotella Capital Management, Inc. | 2 | 2 | 1.65% | 3.24% | 4.84% | Q2 2013 | Q3 2013 | 2 |
Carlyle Group Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Mine & Arao Wealth Creation & Management, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
GAVEA INVESTIMENTOS LTDA | 1 | 1 | 9.60% | 10.81% | 12.03% | Q3 2016 | Q1 2019 | 2 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q2 2022 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 0.39% | 0.41% | 0.44% | Q4 2019 | Q1 2020 | 2 |
LMR Master Fund Ltd | 2 | 2 | 0.20% | 1.33% | 2.46% | Q2 2013 | Q3 2013 | 2 |
Consolidated Planning Corp | 1 | 1 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q3 2022 | 2 |
ELLIOTT MANAGEMENT CORP | 1 | 1 | 0.59% | 0.74% | 0.89% | Q2 2016 | Q1 2017 | 2 |
Main Street Research LLC | 2 | 2 | 0.39% | 2.75% | 5.11% | Q3 2019 | Q4 2019 | 2 |
Mosaic Financial Partners, Inc. | 1 | 1 | 0.40% | 0.45% | 0.51% | Q2 2013 | Q3 2015 | 2 |
SPROTT INC. | 1 | 1 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q1 2016 | 2 |
Grant/GrossMendelsohn, LLC | 2 | 2 | 0.37% | 0.45% | 0.52% | Q1 2023 | Q2 2023 | 2 |
ETRADE Capital Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Davis Capital Management | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2020 | Q2 2020 | 2 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 1.10% | 1.11% | 1.12% | Q2 2013 | Q3 2013 | 2 |
Horizon Wealth Management, LLC | 2 | 2 | 0.14% | 0.20% | 0.26% | Q1 2023 | Q2 2023 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
ONE Advisory Partners, LLC | 2 | 2 | 0.39% | 0.40% | 0.41% | Q3 2022 | Q4 2022 | 2 |
Summit Asset Management, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q1 2015 | Q2 2015 | 2 |
Sequent Asset Management, LLC | 2 | 2 | 0.39% | 0.53% | 0.68% | Q4 2022 | Q1 2023 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 2.83% | 2.94% | 3.05% | Q3 2021 | Q4 2021 | 2 |
Platform Technology Partners | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Bulldog Investors, LLP | 2 | 2 | 0.65% | 1.99% | 3.34% | Q3 2018 | Q4 2018 | 2 |
TruWealth Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
Brown Miller Wealth Management, LLC | 2 | 2 | 0.29% | 0.30% | 0.30% | Q4 2020 | Q1 2021 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.66% | 0.78% | 0.89% | Q3 2013 | Q4 2013 | 2 |
MONTAGE INVESTMENTS, LLC | 2 | 2 | 0.02% | 0.14% | 0.27% | Q2 2016 | Q3 2016 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q1 2021 | 2 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2016 | Q2 2018 | 2 |
Latitude Advisors, LLC | 2 | 2 | 1.69% | 1.71% | 1.72% | Q4 2020 | Q1 2021 | 2 |
COWA, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.11% | 0.21% | Q2 2021 | Q1 2022 | 2 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 2 | 0.30% | 0.33% | 0.36% | Q3 2022 | Q4 2022 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q1 2021 | 2 |
Randolph Co Inc | 2 | 2 | 1.11% | 1.20% | 1.28% | Q1 2016 | Q2 2016 | 2 |
Freedman Financial Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Kowal Investment Group, LLC | 2 | 2 | 0.09% | 0.11% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Round Rock Advisors, LLC | 2 | 2 | 3.30% | 3.38% | 3.46% | Q1 2021 | Q2 2021 | 2 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.35% | 0.93% | 1.51% | Q4 2018 | Q4 2019 | 2 |
COWEN INC. | 1 | 1 | 0.51% | 0.68% | 0.86% | Q2 2013 | Q3 2015 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q4 2018 | 2 |
TNF LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q4 2021 | 2 |
IronBridge Private Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Alberta Investment Management Corp | 1 | 1 | 0.03% | 0.60% | 1.17% | Q4 2021 | Q1 2023 | 2 |
Keystone Wealth Services, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
PZENA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 2 |
Legato Capital Management LLC | 1 | 1 | 0.34% | 1.55% | 2.76% | Q4 2019 | Q1 2022 | 2 |
Polar Capital LLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2016 | 2 |
VISTA FINANCE, LLC | 2 | 2 | 0.36% | 0.41% | 0.46% | Q4 2021 | Q1 2022 | 2 |
FrontFour Capital Group LLC | 2 | 2 | 1.21% | 1.59% | 1.97% | Q4 2013 | Q1 2014 | 2 |
SURIENCE PRIVATE WEALTH LLC | 2 | 2 | 4.42% | 5.19% | 5.95% | Q4 2022 | Q1 2023 | 2 |
Holowesko Partners Ltd. | 1 | 1 | 4.67% | 6.53% | 8.40% | Q4 2015 | Q2 2019 | 2 |
Vahanian & Associates Financial Planning Inc. | 2 | 2 | 0.64% | 0.66% | 0.69% | Q4 2021 | Q1 2022 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Kolinsky Wealth Management, LLC | 2 | 2 | 0.50% | 0.82% | 1.13% | Q1 2022 | Q2 2022 | 2 |
Connective Portfolio Management, LLC | 2 | 2 | 2.11% | 3.78% | 5.45% | Q1 2023 | Q2 2023 | 2 |
WealthTrust-Arizona, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Portfolio Strategies Inc | 1 | 1 | 0.48% | 1.42% | 2.36% | Q2 2014 | Q4 2016 | 2 |
Steward Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
GREENUP STREET WEALTH MANAGEMENT LLC | 2 | 2 | 0.12% | 0.20% | 0.28% | Q4 2021 | Q1 2022 | 2 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 2.60% | 4.70% | 6.80% | Q1 2014 | Q4 2019 | 2 |
Man Investments Ltd | 1 | 1 | 0.42% | 0.68% | 0.95% | Q3 2013 | Q2 2014 | 2 |
R & A Capital Management, LLC | 2 | 2 | 1.30% | 1.31% | 1.31% | Q2 2013 | Q3 2013 | 2 |
Vantage Financial Partners, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
WorthPointe, LLC | 1 | 1 | 0.03% | 0.19% | 0.35% | Q4 2021 | Q4 2021 | 2 |
AJO, LP | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q1 2016 | 2 |
FSC Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
HBK INVESTMENTS L P | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2016 | Q3 2017 | 2 |
EHP Funds Inc. | 1 | 1 | 0.04% | 0.08% | 0.11% | Q3 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
BALESTRA CAPITAL LTD. | 2 | 2 | 0.06% | 0.40% | 0.73% | Q2 2013 | Q3 2013 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.53% | 0.54% | 0.55% | Q2 2023 | Q3 2023 | 2 |
Bensler, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Strategies Wealth Advisors, LLC | 2 | 2 | 0.44% | 0.45% | 0.45% | Q1 2022 | Q2 2022 | 2 |
Legacy Capital Group California, Inc. | 2 | 2 | 0.14% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.36% | 0.38% | 0.41% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 5.30% | 5.33% | 5.36% | Q2 2023 | Q3 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Slocum, Gordon & Co LLP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Disciplina Capital Management LLC | 2 | 2 | 4.08% | 4.18% | 4.29% | Q1 2021 | Q2 2021 | 2 |
Platinum Management (NY) LLC | 2 | 2 | 1.35% | 1.36% | 1.38% | Q2 2014 | Q3 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2013 | Q3 2013 | 2 |
Lorber David A | 2 | 2 | 1.14% | 1.68% | 2.20% | Q4 2013 | Q1 2014 | 2 |
AMERICAN FAMILY MUTUAL INSURANCE COMPANY, S.I. | 2 | 2 | 14.39% | 14.53% | 14.68% | Q2 2013 | Q3 2013 | 2 |
Dunvegan Associates, Inc. | 2 | 2 | 0.19% | 0.19% | 0.20% | Q4 2014 | Q1 2015 | 2 |
IMS Capital Management | 2 | 2 | 0.29% | 0.30% | 0.31% | Q3 2013 | Q4 2013 | 2 |
Opus Capital Group, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2014 | 2 |
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | 2 | 2 | 4.95% | 14.22% | 23.49% | Q4 2012 | Q1 2013 | 2 |
MONTAG & CALDWELL, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
AMERICAN CAPITAL MANAGEMENT INC | 2 | 2 | 0.35% | 0.37% | 0.39% | Q4 2015 | Q1 2016 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
LEGG MASON, INC. | 2 | 2 | 0.02% | 0.07% | 0.12% | Q3 2016 | Q4 2016 | 2 |
HORIZON BANCORP INC /IN/ | 2 | 2 | 0.34% | 0.52% | 0.70% | Q2 2023 | Q3 2023 | 2 |
Watershed Asset Management, L.L.C. | 2 | 2 | 8.55% | 8.94% | 9.33% | Q2 2022 | Q3 2022 | 2 |
Eton Park Capital Management, L.P. | 2 | 2 | 2.03% | 2.15% | 2.28% | Q3 2015 | Q4 2015 | 2 |
Artha Capital Management, Inc. | 1 | 1 | 8.93% | 16.62% | 24.30% | Q1 2013 | Q3 2013 | 2 |
ROMAN BUTLER FULLERTON & CO | 2 | 2 | 0.20% | 0.24% | 0.29% | Q1 2021 | Q2 2021 | 2 |
Shannon River Fund Management LLC | 2 | 2 | 5.22% | 5.69% | 6.16% | Q1 2014 | Q2 2014 | 2 |
BOENNING & SCATTERGOOD, INC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
MARATHON ASSET MANAGEMENT LP | 2 | 2 | 0.98% | 1.02% | 1.06% | Q2 2015 | Q3 2015 | 2 |
CONTINENTAL ADVISORS LLC | 1 | 1 | 0.85% | 1.43% | 2.02% | Q2 2022 | Q3 2023 | 2 |
PLATINUM GROVE ASSET MANAGEMENT, LP | 2 | 2 | 7.14% | 8.82% | 10.50% | Q2 2013 | Q3 2013 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
STEADFAST ADVISORS LP | 2 | 2 | 0.42% | 0.78% | 1.13% | Q2 2016 | Q3 2016 | 2 |
OAKTREE CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2015 | 2 |
Leonard Green & Partners, L.P. | 2 | 2 | 1.65% | 2.09% | 2.53% | Q3 2021 | Q4 2021 | 2 |
JANA PARTNERS LLC | 1 | 1 | 0.13% | 0.85% | 1.56% | Q1 2016 | Q3 2018 | 2 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.21% | 0.42% | Q1 2013 | Q3 2023 | 2 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q4 2016 | Q3 2018 | 2 |
BBVA USA | 2 | 2 | 0.47% | 0.48% | 0.49% | Q2 2021 | Q3 2021 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.10% | 0.11% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Gruss Capital Management LP | 2 | 2 | 0.23% | 0.34% | 0.44% | Q3 2015 | Q4 2015 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
LINCOLN CAPITAL CORP | 1 | 1 | 0.13% | 0.19% | 0.24% | Q4 2021 | Q2 2022 | 2 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q3 2018 | 2 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 1.26% | 1.33% | 1.40% | Q4 2014 | Q1 2015 | 2 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.24% | 0.48% | Q2 2013 | Q2 2022 | 2 |
TREES INVESTMENT COUNSEL LLC | 2 | 2 | 1.62% | 1.62% | 1.63% | Q2 2013 | Q3 2013 | 2 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 3.83% | 4.31% | 4.79% | Q4 2016 | Q3 2017 | 2 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.34% | 3.06% | 5.77% | Q2 2015 | Q2 2023 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.13% | 0.14% | 0.14% | Q1 2016 | Q3 2018 | 2 |
ANALYTIC INVESTORS, LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q3 2013 | Q3 2014 | 2 |
VAN STRUM & TOWNE INC. | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q2 2021 | 2 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 2 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 1 | 1 | 0.19% | 0.21% | 0.24% | Q2 2018 | Q2 2018 | 2 |
FIRSTMERIT BANK N A TRUSTEE | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q2 2016 | 2 |
Advanced Asset Management Advisors Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
TTP Investments, Inc. | 2 | 2 | 2.25% | 2.28% | 2.31% | Q4 2017 | Q1 2018 | 2 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.07% | 1.17% | 2.27% | Q1 2018 | Q1 2023 | 2 |
KHP Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Forefront Analytics, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q1 2023 | 2 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Schusterman Interests, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
Naviter Wealth, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2020 | Q3 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2023 | Q1 2023 | 1 |
FUKOKU MUTUAL LIFE INSURANCE Co | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 3.22% | 3.22% | 3.22% | Q1 2015 | Q1 2015 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Dunhill Financial, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Lubar & Co., Inc | 1 | 1 | 2.19% | 2.19% | 2.19% | Q2 2015 | Q2 2015 | 1 |
CIDEL ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
MGO Private Wealth, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
440 INVESTMENT GROUP, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2017 | Q4 2017 | 1 |
Legacy Wealth Asset Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q4 2021 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
PGIM Custom Harvest LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BECK MACK & OLIVER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
FourThought Financial Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2020 | Q4 2020 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Stillwater Investment Management, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2013 | Q4 2013 | 1 |
Evermore Global Advisors, LLC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q4 2019 | Q4 2019 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q3 2015 | Q3 2015 | 1 |
FBR & Co. | 1 | 1 | 4.90% | 4.90% | 4.90% | Q2 2013 | Q2 2013 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2020 | Q3 2020 | 1 |
Granger Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.08% | 2.08% | 2.08% | Q4 2020 | Q4 2020 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Third Point | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 3.10% | 3.10% | 3.10% | Q4 2020 | Q4 2020 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
MSF Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
PALO ALTO WEALTH ADVISORS, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
Schiavi & Co LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
Kaydan Wealth Management, Inc. | 1 | 1 | 3.16% | 3.16% | 3.16% | Q1 2022 | Q1 2022 | 1 |
Monterey Private Wealth, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Team Hewins, LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q3 2023 | Q3 2023 | 1 |
Matthew Goff Investment Advisor, LLC | 1 | 1 | 4.11% | 4.11% | 4.11% | Q2 2018 | Q2 2018 | 1 |
Quintium Advisors, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2015 | Q3 2015 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TFB Advisors LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
AT Bancorp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Arctis Global LLC | 1 | 1 | 16.88% | 16.88% | 16.88% | Q3 2023 | Q3 2023 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Park Place Capital Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Renaissance Investment Group LLC | 1 | 1 | 2.19% | 2.19% | 2.19% | Q2 2013 | Q2 2013 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2015 | Q2 2015 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MIZUHO MARKETS AMERICAS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gotham Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Sharp Capital Gestora de Recursos Ltda. | 1 | 1 | 5.74% | 5.74% | 5.74% | Q1 2023 | Q1 2023 | 1 |
NATIONAL MUTUAL FUNDS MANAGEMENT LTD | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2023 | Q1 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Ulysses Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
DDFG, Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
Woodbine Capital Advisors LP | 1 | 1 | 3.02% | 3.02% | 3.02% | Q1 2014 | Q1 2014 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2022 | Q4 2022 | 1 |
Hanlon Investment Management, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2022 | Q4 2022 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2020 | Q4 2020 | 1 |
Vollero Beach Capital Partners LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q1 2014 | Q1 2014 | 1 |
ROCKY MOUNTAIN ADVISERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Truadvice, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Eidelman Virant Capital | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 1 | 1 | 2.11% | 2.11% | 2.11% | Q3 2013 | Q3 2013 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
PVG Asset Management | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2015 | Q2 2015 | 1 |
Achievement Holdings L.P. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2015 | Q3 2015 | 1 |
Hixon Zuercher, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
WEALTH ADVISORS, INC. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2019 | Q4 2019 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
JT Stratford LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
GFI Investment Counsel Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2023 | Q3 2023 | 1 |
PYRRHO CAPITAL MANAGEMENT, LP | 1 | 1 | 2.16% | 2.16% | 2.16% | Q1 2016 | Q1 2016 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
TFG Advisers LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Gemsstock Ltd. | 1 | 1 | 1.91% | 1.91% | 1.91% | Q1 2020 | Q1 2020 | 1 |
First Ascent Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2023 | Q3 2023 | 1 |
MSD Partners, L.P. | 1 | 1 | 3.65% | 3.65% | 3.65% | Q1 2019 | Q1 2019 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Smithwood Advisers, L.P. | 1 | 1 | 8.24% | 8.24% | 8.24% | Q1 2015 | Q1 2015 | 1 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Monaco Asset Management SAM | 1 | 1 | 9.70% | 9.70% | 9.70% | Q3 2022 | Q3 2022 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2016 | Q3 2016 | 1 |
GRAYHAWK INVESTMENT STRATEGIES INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
KKR Credit Advisors (US) LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q2 2013 | Q2 2013 | 1 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2014 | Q4 2014 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Adams Wealth Management | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2019 | Q4 2019 | 1 |
Kessler Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Relative Value Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Legacy Wealth Planning, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2014 | Q4 2014 | 1 |
Fiera Capital (Europe) Ltd. | 1 | 1 | 14.35% | 14.35% | 14.35% | Q4 2014 | Q4 2014 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
KLS Professional Advisors Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Brown University | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2020 | Q4 2020 | 1 |
Nationwide Asset Management LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2020 | Q4 2020 | 1 |
DIMENSIONAL FUND ADVISORS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Zweig-DiMenna Associates LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q1 2014 | Q1 2014 | 1 |
Estabrook Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Eukles Asset Management | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
Taylor Frigon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Spectrum Management Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Private Wealth Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
LSV ASSET MANAGEMENT | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Castle Creek Arbitrage, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2014 | Q4 2014 | 1 |
Bank of Marin | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 13.37% | 13.37% | 13.37% | Q1 2019 | Q1 2019 | 1 |
Farmers National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
First Eagle Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
STONNINGTON GROUP, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q4 2019 | Q4 2019 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Cairn Investment Group, Inc. | 1 | 1 | 1.82% | 1.82% | 1.82% | Q2 2022 | Q2 2022 | 1 |
COHEN LAWRENCE B | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Foyston, Gordon, & Payne Inc | 1 | 1 | 6.40% | 6.40% | 6.40% | Q3 2022 | Q3 2022 | 1 |
Sunburst Financial Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2014 | Q4 2014 | 1 |
Empire Capital Management, L.L.C. | 1 | 1 | 3.25% | 3.25% | 3.25% | Q2 2013 | Q2 2013 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
F&C Asset Management plc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
abrdn plc | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2016 | Q1 2016 | 1 |
S.A.C. GLOBAL INVESTORS, LLP | 1 | 1 | 9.95% | 9.95% | 9.95% | Q3 2013 | Q3 2013 | 1 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TOEWS CORP /ADV | 1 | 1 | 34.44% | 34.44% | 34.44% | Q4 2010 | Q4 2010 | 1 |
Paragon Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Empyrean Capital Partners, LP | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2018 | Q2 2018 | 1 |
Futuris Asset Management AB | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2014 | Q2 2014 | 1 |
Americana Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 1.55% | 1.55% | 1.55% | Q2 2018 | Q2 2018 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2013 | Q4 2013 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
WESTPAC BANKING CORP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2013 | Q3 2013 | 1 |
Hillman Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q4 2019 | Q4 2019 | 1 |
Watson Rebecca | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Kirkoswald Asset Management LLC | 1 | 1 | 45.57% | 45.57% | 45.57% | Q4 2019 | Q4 2019 | 1 |
OPTIONS SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Fore Research & Management, LP | 1 | 1 | 4.83% | 4.83% | 4.83% | Q4 2016 | Q4 2016 | 1 |
LVM CAPITAL MANAGEMENT LTD/MI | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 2.21% | 2.21% | 2.21% | Q4 2019 | Q4 2019 | 1 |
Epstein & White Financial LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2018 | Q4 2018 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
XPONANCE, INC. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2013 | Q4 2013 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
GRANDFIELD & DODD, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Belmont Capital, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2023 | Q2 2023 | 1 |
Cornerstone Retirement Group, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Black River Asset Management LLC | 1 | 1 | 18.40% | 18.40% | 18.40% | Q4 2013 | Q4 2013 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2020 | Q3 2020 | 1 |
Covenant Partners, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2022 | Q2 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
Reby Advisors, LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q4 2020 | Q4 2020 | 1 |
ORSER CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Osbon Capital Management LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2019 | Q2 2019 | 1 |
HARDING LOEVNER LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Neon Liberty Capital Management LLC | 1 | 1 | 61.19% | 61.19% | 61.19% | Q1 2014 | Q1 2014 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2021 | Q2 2021 | 1 |
Arden Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2013 | Q2 2013 | 1 |
RDA Financial Network | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Boundary Creek Advisors LP | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q4 2022 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
KAYS FINANCIAL ADVISORY CORP /ADV | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2018 | Q4 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2017 | Q1 2017 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
HNP Capital LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q1 2019 | 1 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Advisor OS, LLC | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2021 | Q1 2021 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2019 | Q2 2019 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
HC FINANCIAL ADVISORS INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ANDERSON HOAGLAND & CO | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2019 | Q1 2019 | 1 |
Elgethun Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CenturyLink Investment Management Co | 1 | 1 | 3.28% | 3.28% | 3.28% | Q3 2015 | Q3 2015 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
VeraBank, N.A. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Power Corp of Canada | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2021 | Q3 2021 | 1 |
QUALCOMM INC/DE | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2014 | Q2 2014 | 1 |
FIDUCIARY COUNSELLING INC | 1 | 1 | 8.67% | 8.67% | 8.67% | Q1 2016 | Q1 2016 | 1 |
HORAN CAPITAL MANAGEMENT | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Lyxor Asset Management Inc. | 1 | 1 | 29.52% | 29.52% | 29.52% | Q3 2019 | Q3 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 5.46% | 5.46% | 5.46% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bank OZK | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
SUSQUEHANNA TRUST & INVESTMENT CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
ICONIQ Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CITIZENS & NORTHERN CORP | 1 | 1 | 1.85% | 1.85% | 1.85% | Q3 2015 | Q3 2015 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Teewinot Capital Advisers, L.L.C. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2014 | Q1 2014 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
WASATCH ADVISORS LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Investment Counsel Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2016 | Q2 2016 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2018 | Q4 2018 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2016 | Q3 2016 | 1 |
Kopernik Global All-Cap Fund, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CADENCE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 1.39% | 1.39% | 1.39% | Q2 2023 | Q2 2023 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Raffles Associates | 1 | 1 | 1.88% | 1.88% | 1.88% | Q2 2018 | Q2 2018 | 1 |
CARDEROCK CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Columbia Asset Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Scoria Capital Partners LP | 1 | 1 | 3.96% | 3.96% | 3.96% | Q1 2015 | Q1 2015 | 1 |
Miramar Fiduciary Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 2.50% | 2.50% | 2.50% | Q4 2015 | Q4 2015 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2013 | Q3 2013 | 1 |
OAK HILL ADVISORS LP | 1 | 1 | 2.34% | 2.34% | 2.34% | Q3 2014 | Q3 2014 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2015 | Q1 2015 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2014 | Q1 2014 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
MRA Associates USA LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q2 2023 | Q2 2023 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2021 | Q3 2021 | 1 |
Interval Partners, LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2015 | Q1 2015 | 1 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 5.74% | 5.74% | 5.74% | Q2 2017 | Q2 2017 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2013 | Q2 2013 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2021 | Q1 2021 | 1 |
Quad-Cities Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 1.37% | 1.37% | 1.37% | Q2 2016 | Q2 2016 | 1 |
Claar Advisors LLC | 1 | 1 | 3.45% | 3.45% | 3.45% | Q3 2018 | Q3 2018 | 1 |
Elo Mutual Pension Insurance Co | 1 | 1 | 6.43% | 6.43% | 6.43% | Q1 2018 | Q1 2018 | 1 |
Legg Mason International Equities | 1 | 1 | 37.90% | 37.90% | 37.90% | Q3 2013 | Q3 2013 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2019 | Q2 2019 | 1 |
TRUE Private Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2016 | Q2 2016 | 1 |
DE BURLO GROUP INC | 1 | 1 | 1.67% | 1.67% | 1.67% | Q1 2023 | Q1 2023 | 1 |
Emso Asset Management Ltd | 1 | 1 | 71.85% | 71.85% | 71.85% | Q2 2021 | Q2 2021 | 1 |
SEIZERT CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Garda Capital Partners LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
STEELHEAD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Naya Management LLP | 1 | 1 | 7.47% | 7.47% | 7.47% | Q3 2015 | Q3 2015 | 1 |
OLD DOMINION CAPITAL MANAGEMENT INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2016 | Q4 2016 | 1 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2013 | Q2 2013 | 1 |
Blue Granite Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Appaloosa LP | 1 | 1 | 4.00% | 4.00% | 4.00% | Q4 2017 | Q4 2017 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2013 | Q4 2013 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 2.33% | 2.33% | 2.33% | Q2 2013 | Q2 2013 | 1 |
JARISLOWSKY, FRASER Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 13.11% | 13.11% | 13.11% | Q4 2020 | Q4 2020 | 1 |
INDEPENDENT INVESTORS INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
TDAM USA INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
Florence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2021 | Q3 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
Ironsides Partners LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2017 | Q2 2017 | 1 |
AXIOM INVESTORS LLC /DE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
Steigerwald, Gordon & Koch Inc. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2011 | Q4 2011 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2018 | Q3 2018 | 1 |
Altman Advisors, Inc. | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2017 | Q4 2017 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2014 | Q4 2014 | 1 |
SAWGRASS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
AMUNDI ASSET MANAGEMENT US, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Resource Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2017 | Q4 2017 | 1 |
Seneca House Advisors | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2018 | Q1 2018 | 1 |
Fiduciary Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Elephas Investment Management Ltd | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2018 | Q4 2018 | 1 |
Omega Advisors Inc. | 1 | 1 | 1.05% | 1.05% | 1.05% | Q4 2015 | Q4 2015 | 1 |
SCP Investment, LP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2019 | Q1 2019 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Waterloo Capital, L.P. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 34.36% | 34.36% | 34.36% | Q1 2019 | Q1 2019 | 1 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2016 | Q3 2016 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 5.53% | 5.53% | 5.53% | Q1 2023 | Q1 2023 | 1 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2015 | Q3 2015 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 3.32% | 3.32% | 3.32% | Q1 2019 | Q1 2019 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HOLT-SMITH ADVISORS INC | 1 | 1 | 7.73% | 7.73% | 7.73% | Q2 2013 | Q2 2013 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2016 | Q1 2016 | 1 |
Luken Investment Analytics, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2020 | Q4 2020 | 1 |
Bristol Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2018 | Q4 2018 | 1 |
Stegent Equity Advisors, Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2021 | Q4 2021 | 1 |
Prudence Investment Management (Hong Kong) Ltd. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Pitti Group Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2019 | Q4 2019 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2017 | Q4 2017 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2014 | Q3 2014 | 1 |
Frontier Asset Management, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2022 | Q3 2022 | 1 |
AIRE ADVISORS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
UNIVEST FINANCIAL Corp | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
NEWLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2013 | Q2 2013 | 1 |
Investment Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Next Level Private LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2022 | Q2 2022 | 1 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Blackstone Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
C.V. Starr & Co., Inc. Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
BRIGADE CAPITAL MANAGEMENT, LP | 1 | 1 | 5.87% | 5.87% | 5.87% | Q3 2014 | Q3 2014 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Vermillion Asset Management LLC | 1 | 1 | 14.80% | 14.80% | 14.80% | Q4 2013 | Q4 2013 | 1 |
L & S Advisors Inc | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2020 | Q4 2020 | 1 |
DLS Capital Management, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
Madison Street Partners, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q4 2013 | Q4 2013 | 1 |
Wealth Management Solutions, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Beach Investment Management, LLC. | 1 | 1 | 1.90% | 1.90% | 1.90% | Q1 2018 | Q1 2018 | 1 |
SFI Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
AB CarVal Investors, LP | 1 | 1 | 1.58% | 1.58% | 1.58% | Q1 2019 | Q1 2019 | 1 |
FARALLON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q4 2015 | Q4 2015 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Lombard Odier & Cie (Bahamas) Ltd | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2013 | Q4 2013 | 1 |
IBM Retirement Fund | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Ulland Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
GLG INC. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2013 | Q2 2013 | 1 |
S. R. Schill & Associates | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2020 | Q3 2020 | 1 |
Orbis Allan Gray Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
BSN Capital Partners Ltd | 1 | 1 | 21.67% | 21.67% | 21.67% | Q3 2022 | Q3 2022 | 1 |
CATAPULT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2015 | Q3 2015 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2018 | Q2 2018 | 1 |
Tradeworx Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2014 | Q3 2014 | 1 |
GeoSphere Capital Management, LLC | 1 | 1 | 4.78% | 4.78% | 4.78% | Q3 2014 | Q3 2014 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2013 | Q2 2013 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Austin Asset Management Co Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2017 | Q4 2017 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SageView Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Schrum Private Wealth Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
RMF GP, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2013 | Q3 2013 | 1 |
CHESAPEAKE ASSET MANAGEMENT LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2016 | Q2 2016 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 2.82% | 2.82% | 2.82% | Q4 2020 | Q4 2020 | 1 |
Barton Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2017 | Q4 2017 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Greenspring Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Dai-ichi Life Insurance Company, Ltd | 1 | 1 | 1.17% | 1.17% | 1.17% | Q1 2021 | Q1 2021 | 1 |
Polus Capital Management Ltd | 1 | 1 | 2.73% | 2.73% | 2.73% | Q1 2023 | Q1 2023 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Senator Investment Group LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2023 | Q2 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2015 | Q3 2015 | 1 |
Crestmont Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2018 | Q3 2018 | 1 |
Apollo Management Holdings, L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2018 | Q3 2018 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Asian Century Quest Capital LLC | 1 | 1 | 35.63% | 35.63% | 35.63% | Q2 2013 | Q2 2013 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Highmount Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Edenbrook Capital, LLC | 1 | 1 | 2.71% | 2.71% | 2.71% | Q1 2022 | Q1 2022 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.