Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.10% | 1.02% | Q2 2013 | Q3 2023 | 116 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.04% | 0.34% | Q2 2013 | Q3 2023 | 116 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.06% | 0.45% | Q1 2012 | Q3 2023 | 102 |
Parallax Volatility Advisers, L.P. | 36 | 2 | 0.00% | 0.07% | 0.78% | Q3 2013 | Q1 2023 | 98 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.18% | 1.45% | Q2 2013 | Q3 2023 | 98 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.21% | 0.77% | Q2 2013 | Q3 2023 | 93 |
Walleye Trading LLC | 30 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 90 |
UBS Group AG | 36 | 36 | 0.00% | 0.18% | 0.61% | Q4 2014 | Q3 2023 | 90 |
Citadel Advisors | 29 | 1 | 0.00% | 0.03% | 0.26% | Q2 2014 | Q3 2023 | 80 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.05% | 0.25% | Q1 2013 | Q3 2023 | 77 |
Cutler Group LLC / CA | 18 | 12 | 0.00% | 0.02% | 0.24% | Q4 2015 | Q3 2023 | 76 |
JANE STREET GROUP, LLC | 26 | 1 | 0.00% | 0.17% | 1.28% | Q1 2014 | Q3 2023 | 71 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.20% | 0.95% | Q2 2013 | Q3 2023 | 71 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.06% | 0.35% | Q1 2012 | Q3 2023 | 69 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.08% | 0.25% | Q2 2013 | Q3 2023 | 65 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.13% | 0.68% | Q2 2013 | Q3 2023 | 62 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.15% | 0.58% | Q2 2013 | Q3 2023 | 61 |
MILLENNIUM MANAGEMENT LLC | 33 | 1 | 0.00% | 0.09% | 1.58% | Q3 2013 | Q3 2023 | 61 |
BANK HAPOALIM BM | 40 | 40 | 0.01% | 0.31% | 3.57% | Q4 2013 | Q3 2023 | 61 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.23% | 0.62% | Q1 2009 | Q3 2023 | 61 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.04% | 0.29% | Q2 2016 | Q3 2023 | 60 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.11% | 0.63% | Q2 2013 | Q3 2023 | 57 |
NOMURA HOLDINGS INC | 12 | 1 | 0.00% | 0.20% | 1.06% | Q4 2012 | Q3 2023 | 55 |
Creative Planning | 33 | 8 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 55 |
Rehmann Capital Advisory Group | 33 | 3 | 0.02% | 0.16% | 0.58% | Q2 2011 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.34% | 1.71% | Q1 2012 | Q3 2023 | 47 |
HAP Trading, LLC | 21 | 1 | 0.00% | 0.29% | 4.23% | Q1 2014 | Q3 2023 | 46 |
MUFG Americas Holdings Corp | 46 | 46 | 0.00% | 0.01% | 0.03% | Q4 2010 | Q1 2022 | 46 |
CPWM, LLC | 44 | 44 | 0.09% | 0.92% | 1.82% | Q4 2011 | Q3 2022 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.14% | 0.60% | 1.16% | Q4 2012 | Q3 2023 | 44 |
Capital Analysts, LLC | 44 | 44 | 0.00% | 0.53% | 1.95% | Q4 2012 | Q3 2023 | 44 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.28% | 0.81% | Q2 2013 | Q3 2023 | 44 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.07% | 0.29% | Q2 2013 | Q3 2023 | 44 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.07% | 0.11% | Q1 2013 | Q3 2023 | 43 |
Joel Isaacson & Co., LLC | 43 | 43 | 0.02% | 0.06% | 0.26% | Q4 2012 | Q2 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.15% | 1.06% | 2.75% | Q1 2013 | Q3 2023 | 43 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 0.37% | 0.68% | 1.46% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.07% | 0.17% | 0.32% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.04% | 0.24% | 0.45% | Q4 2012 | Q2 2023 | 43 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.00% | 0.78% | 1.42% | Q2 2013 | Q3 2023 | 43 |
Cypress Capital Group | 42 | 42 | 0.10% | 1.21% | 3.01% | Q2 2013 | Q3 2023 | 42 |
Hilltop Holdings Inc. | 42 | 42 | 0.21% | 1.88% | 4.30% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.02% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.20% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.10% | 0.29% | 0.80% | Q2 2013 | Q3 2023 | 42 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 42 | 42 | 1.60% | 6.23% | 8.89% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.04% | 0.27% | 0.76% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.01% | 0.73% | 3.73% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 42 |
NWAM LLC | 23 | 3 | 0.03% | 0.44% | 1.17% | Q2 2012 | Q3 2023 | 42 |
Twele Capital Management, Inc. | 42 | 42 | 0.35% | 1.51% | 2.28% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.12% | 0.64% | 2.76% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.02% | 0.10% | 0.48% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.48% | 1.97% | Q2 2013 | Q3 2023 | 42 |
Palouse Capital Management, Inc. | 42 | 42 | 0.11% | 0.35% | 1.01% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.25% | 0.87% | 1.38% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.13% | 0.51% | 0.86% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.03% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.06% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.09% | 0.21% | 0.38% | Q2 2013 | Q3 2023 | 42 |
BLB&B Advisors, LLC | 42 | 42 | 0.15% | 0.52% | 1.07% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.07% | 0.31% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.01% | 0.25% | 0.88% | Q2 2013 | Q3 2023 | 42 |
CONNING INC. | 42 | 42 | 0.06% | 0.59% | 1.70% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIRST AMERICAN TRUST, FSB | 42 | 42 | 0.25% | 2.12% | 3.97% | Q2 2013 | Q3 2023 | 42 |
Valmark Advisers, Inc. | 42 | 42 | 1.27% | 4.15% | 5.62% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.05% | 0.19% | 0.57% | Q2 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.01% | 0.09% | 0.75% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.05% | 0.58% | 2.14% | Q2 2013 | Q3 2023 | 42 |
Sarasin & Partners LLP | 42 | 42 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.06% | 0.38% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.16% | 0.32% | 0.55% | Q2 2013 | Q3 2023 | 42 |
Bridgewater Associates | 42 | 42 | 0.35% | 1.37% | 4.50% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.05% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.03% | 0.11% | 0.37% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.02% | 0.07% | 0.24% | Q2 2013 | Q3 2023 | 42 |
TCI Wealth Advisors, Inc. | 42 | 42 | 0.00% | 0.04% | 0.08% | Q4 2012 | Q1 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.03% | 0.11% | 0.24% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.05% | 0.18% | 0.54% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.11% | 0.37% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.01% | 0.14% | 0.45% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
WEDGEWOOD INVESTORS INC /PA/ | 42 | 42 | 0.28% | 0.39% | 0.66% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.23% | 1.09% | Q2 2013 | Q3 2023 | 42 |
Mirae Asset Global Investments Co., Ltd. | 32 | 1 | 0.01% | 0.65% | 5.34% | Q4 2011 | Q3 2023 | 42 |
WHITE PINE CAPITAL LLC | 42 | 42 | 0.28% | 1.11% | 7.98% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.88% | 2.39% | 3.82% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.04% | 0.67% | 2.77% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.07% | 0.19% | 0.40% | Q2 2013 | Q3 2023 | 42 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.11% | 0.31% | Q2 2013 | Q3 2023 | 42 |
King Wealth Management Group | 42 | 42 | 0.50% | 0.91% | 1.39% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.10% | 1.08% | 2.74% | Q2 2013 | Q3 2023 | 42 |
SHEETS SMITH WEALTH MANAGEMENT | 21 | 21 | 0.23% | 0.49% | 1.81% | Q1 2013 | Q3 2023 | 42 |
GREATMARK INVESTMENT PARTNERS, INC. | 42 | 42 | 0.04% | 0.48% | 1.05% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 42 | 42 | 0.70% | 1.53% | 3.28% | Q2 2013 | Q3 2023 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.04% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.04% | 1.08% | 8.28% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.03% | 0.15% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Regal Investment Advisors LLC | 42 | 42 | 0.06% | 2.86% | 15.58% | Q2 2013 | Q3 2023 | 42 |
BCWM, LLC | 42 | 42 | 0.26% | 0.72% | 1.67% | Q2 2013 | Q3 2023 | 42 |
National Mutual Insurance Federation of Agricultural Cooperatives | 42 | 42 | 3.65% | 11.88% | 30.76% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 35 | 6 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
FineMark National Bank & Trust | 25 | 16 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.18% | 1.25% | 2.52% | Q3 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.04% | 0.20% | 0.59% | Q2 2013 | Q3 2023 | 41 |
SEGALL BRYANT & HAMILL, LLC | 35 | 6 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q2 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.25% | 0.56% | Q4 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.09% | 1.61% | 3.55% | Q3 2013 | Q4 2023 | 41 |
1ST SOURCE BANK | 41 | 41 | 0.02% | 0.13% | 0.39% | Q3 2013 | Q3 2023 | 41 |
Harbour Capital Advisors, LLC | 22 | 8 | 0.11% | 0.49% | 1.96% | Q1 2013 | Q3 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.05% | 0.68% | 3.60% | Q2 2013 | Q3 2023 | 41 |
HANCOCK WHITNEY CORP | 22 | 19 | 0.01% | 0.17% | 0.93% | Q2 2013 | Q3 2023 | 41 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 41 | 41 | 0.08% | 0.17% | 0.23% | Q3 2013 | Q3 2023 | 41 |
FRANKLIN RESOURCES INC | 38 | 3 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 41 |
ZACKS INVESTMENT MANAGEMENT | 22 | 19 | 0.22% | 0.47% | 0.72% | Q2 2013 | Q3 2023 | 41 |
Advisory Services Network, LLC | 27 | 14 | 0.04% | 0.36% | 1.53% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.02% | 0.55% | 1.88% | Q3 2013 | Q3 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 34 | 7 | 0.00% | 0.05% | 0.48% | Q2 2013 | Q3 2023 | 41 |
Clear Harbor Asset Management, LLC | 40 | 40 | 0.00% | 0.17% | 0.30% | Q2 2013 | Q1 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.13% | 1.10% | 4.71% | Q4 2013 | Q4 2023 | 41 |
Kepos Capital LP | 39 | 2 | 0.09% | 4.64% | 19.09% | Q2 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.10% | 2.47% | Q2 2013 | Q3 2023 | 41 |
Oakworth Capital, Inc. | 40 | 40 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 40 |
Avalon Investment & Advisory | 40 | 40 | 0.01% | 0.41% | 1.28% | Q2 2013 | Q1 2023 | 40 |
Blume Capital Management, Inc. | 40 | 40 | 0.02% | 0.06% | 0.16% | Q4 2013 | Q3 2023 | 40 |
Haverford Trust Co | 40 | 40 | 0.00% | 0.02% | 0.02% | Q4 2013 | Q3 2023 | 40 |
Wunderlich Capital Managemnt | 40 | 40 | 0.53% | 3.28% | 4.47% | Q4 2013 | Q3 2023 | 40 |
JCIC Asset Management Inc. | 23 | 17 | 0.00% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.12% | 0.33% | 0.63% | Q4 2013 | Q3 2023 | 40 |
EFG Asset Management (Americas) Corp. | 40 | 40 | 0.13% | 0.54% | 1.25% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 40 |
MOLLER WEALTH PARTNERS | 40 | 40 | 0.07% | 0.16% | 0.64% | Q2 2013 | Q1 2023 | 40 |
Sandy Spring Bank | 23 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
CAPTRUST FINANCIAL ADVISORS | 26 | 2 | 0.00% | 0.16% | 1.45% | Q2 2013 | Q3 2023 | 40 |
Marquette Asset Management, LLC | 36 | 4 | 0.01% | 0.15% | 1.18% | Q2 2013 | Q3 2023 | 40 |
Prospera Financial Services Inc | 19 | 3 | 0.02% | 0.13% | 0.78% | Q2 2013 | Q3 2023 | 40 |
Baker Avenue Asset Management, LP | 38 | 2 | 0.02% | 0.18% | 1.37% | Q3 2013 | Q3 2023 | 40 |
Mitsubishi UFJ Trust & Banking Corp | 36 | 4 | 0.01% | 0.44% | 1.63% | Q2 2013 | Q3 2023 | 40 |
Sequoia Financial Advisors, LLC | 40 | 40 | 0.03% | 0.34% | 0.81% | Q4 2013 | Q3 2023 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 0.30% | 0.79% | 1.18% | Q4 2013 | Q3 2023 | 40 |
EVERGREEN CAPITAL MANAGEMENT LLC | 24 | 16 | 0.01% | 1.89% | 4.44% | Q2 2013 | Q3 2023 | 40 |
Jefferies Group LLC | 13 | 1 | 0.00% | 0.47% | 4.77% | Q2 2013 | Q3 2022 | 39 |
Brookstone Capital Management | 31 | 8 | 0.02% | 0.97% | 3.20% | Q4 2013 | Q3 2023 | 39 |
Tortoise Investment Management, LLC | 29 | 8 | 0.00% | 0.12% | 0.65% | Q4 2012 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.11% | 0.33% | 0.72% | Q1 2014 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.04% | 0.05% | 0.08% | Q1 2014 | Q3 2023 | 39 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 39 | 39 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 39 |
Avior Wealth Management, LLC | 25 | 14 | 0.16% | 2.02% | 5.91% | Q4 2013 | Q3 2023 | 39 |
M&T BANK CORP | 21 | 3 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 39 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 21 | 18 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 39 |
PRUDENTIAL FINANCIAL INC | 31 | 2 | 0.00% | 0.50% | 2.48% | Q2 2013 | Q3 2023 | 39 |
Bartlett & Co. LLC | 19 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.50% | 1.44% | 2.94% | Q2 2014 | Q4 2023 | 39 |
Occidental Asset Management, LLC | 24 | 14 | 0.06% | 0.72% | 1.81% | Q1 2014 | Q3 2023 | 38 |
SUMMITRY LLC | 38 | 38 | 0.02% | 2.53% | 2.95% | Q2 2013 | Q3 2022 | 38 |
PRUDENTIAL PLC | 34 | 4 | 0.01% | 1.74% | 10.84% | Q2 2013 | Q3 2023 | 38 |
EXANE DERIVATIVES | 12 | 10 | 0.00% | 0.13% | 1.28% | Q4 2014 | Q1 2021 | 38 |
Moors & Cabot, Inc. | 38 | 38 | 0.03% | 0.05% | 0.09% | Q2 2014 | Q3 2023 | 38 |
Horizon Investment Services, LLC | 24 | 14 | 0.12% | 0.26% | 0.50% | Q2 2013 | Q4 2022 | 38 |
Maryland Capital Management | 38 | 38 | 0.05% | 0.20% | 0.52% | Q2 2013 | Q3 2022 | 38 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 38 |
First Financial Bank - Trust Division | 37 | 1 | 0.02% | 0.14% | 0.36% | Q4 2013 | Q2 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.14% | 0.36% | 0.75% | Q2 2013 | Q3 2022 | 38 |
Hudock, Inc. | 34 | 4 | 0.03% | 3.38% | 5.15% | Q2 2013 | Q4 2022 | 38 |
PITTENGER & ANDERSON INC | 38 | 38 | 0.00% | 0.07% | 0.37% | Q2 2014 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.04% | 0.44% | 1.92% | Q2 2014 | Q3 2023 | 38 |
First Heartland Consultants, Inc. | 35 | 1 | 0.02% | 0.41% | 1.93% | Q2 2013 | Q3 2023 | 37 |
ClearBridge Investments | 37 | 37 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 37 |
Horizon Investments, LLC | 17 | 1 | 0.04% | 1.16% | 6.00% | Q2 2013 | Q3 2023 | 37 |
Personal Capital Advisors Corp | 37 | 37 | 0.06% | 2.27% | 3.19% | Q4 2013 | Q4 2022 | 37 |
Riggs Asset Managment Co. Inc. | 37 | 37 | 0.01% | 0.87% | 6.19% | Q3 2014 | Q3 2023 | 37 |
FARMERS & MERCHANTS INVESTMENTS INC | 37 | 37 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 37 |
BANK OF THE WEST | 29 | 8 | 0.04% | 0.31% | 0.93% | Q2 2013 | Q4 2022 | 37 |
Windsor Capital Management, LLC | 36 | 36 | 1.34% | 2.09% | 2.69% | Q2 2013 | Q1 2022 | 36 |
Betterment LLC | 36 | 36 | 0.04% | 0.72% | 2.57% | Q4 2014 | Q3 2023 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 0.31% | 0.70% | 1.33% | Q4 2014 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.33% | 1.04% | 2.24% | Q4 2014 | Q3 2023 | 36 |
UBS ASSET MANAGEMENT AMERICAS INC | 31 | 4 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q2 2023 | 36 |
FDx Advisors, Inc. | 31 | 5 | 0.01% | 0.67% | 1.98% | Q2 2013 | Q2 2022 | 36 |
PEAPACK GLADSTONE FINANCIAL CORP | 23 | 2 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 36 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.00% | 0.04% | 0.18% | Q4 2014 | Q3 2023 | 36 |
VICUS CAPITAL | 36 | 36 | 0.14% | 0.41% | 0.90% | Q4 2013 | Q3 2022 | 36 |
WestEnd Advisors, LLC | 36 | 36 | 0.00% | 0.70% | 2.60% | Q2 2013 | Q1 2022 | 36 |
SIGNATUREFD, LLC | 22 | 14 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 34 | 2 | 0.08% | 0.19% | 0.57% | Q2 2013 | Q3 2023 | 36 |
CWM, LLC | 24 | 1 | 0.00% | 0.31% | 1.75% | Q4 2013 | Q3 2023 | 36 |
Stonehage Fleming Financial Services Holdings Ltd | 36 | 36 | 0.00% | 0.16% | 0.38% | Q4 2014 | Q3 2023 | 36 |
JANUS HENDERSON GROUP PLC | 35 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 36 |
Traynor Capital Management, Inc. | 36 | 36 | 0.18% | 1.25% | 2.76% | Q4 2014 | Q3 2023 | 36 |
Laffer Tengler Investments, Inc. | 36 | 36 | 0.04% | 0.21% | 0.60% | Q2 2013 | Q1 2022 | 36 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 36 | 36 | 0.11% | 2.04% | 3.36% | Q4 2014 | Q3 2023 | 36 |
Towercrest Capital Management | 36 | 36 | 1.44% | 2.91% | 5.79% | Q4 2014 | Q3 2023 | 36 |
Smith, Salley & Associates | 36 | 36 | 0.04% | 0.19% | 0.44% | Q2 2014 | Q1 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q1 2022 | 36 |
Neumann Capital Management, LLC | 36 | 36 | 0.14% | 0.48% | 0.97% | Q4 2014 | Q3 2023 | 36 |
AGILIS PARTNERS LLC | 36 | 36 | 0.59% | 1.71% | 4.06% | Q4 2014 | Q3 2023 | 36 |
IndexIQ Advisors LLC | 36 | 36 | 0.07% | 4.26% | 17.65% | Q2 2013 | Q1 2022 | 36 |
FIRST MANHATTAN CO. LLC. | 24 | 12 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.57% | 1.02% | 1.72% | Q4 2014 | Q3 2023 | 36 |
EP Wealth Advisors, LLC | 16 | 1 | 0.00% | 0.14% | 2.38% | Q3 2013 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.01% | 0.07% | 0.16% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.00% | 0.05% | 0.19% | Q4 2014 | Q3 2023 | 36 |
Ifrah Financial Services, Inc. | 36 | 36 | 1.73% | 3.30% | 4.48% | Q2 2013 | Q1 2022 | 36 |
WADE G W & INC | 35 | 35 | 0.63% | 1.30% | 1.86% | Q1 2015 | Q3 2023 | 35 |
AMERICAN INTERNATIONAL GROUP, INC. | 23 | 12 | 0.01% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 1.31% | 4.46% | 10.26% | Q1 2015 | Q3 2023 | 35 |
NTV ASSET MANAGEMENT LLC | 31 | 1 | 0.07% | 0.27% | 0.78% | Q2 2013 | Q3 2023 | 35 |
Aull & Monroe Investment Management Corp | 32 | 3 | 0.12% | 0.26% | 0.38% | Q2 2013 | Q1 2022 | 35 |
Newman Dignan & Sheerar, Inc. | 35 | 35 | 0.01% | 0.16% | 0.33% | Q2 2013 | Q4 2021 | 35 |
Perigon Wealth Management, LLC | 16 | 1 | 0.01% | 0.18% | 0.71% | Q3 2011 | Q3 2023 | 35 |
Ledyard National Bank | 21 | 14 | 0.00% | 0.09% | 0.16% | Q4 2014 | Q3 2023 | 35 |
MACKENZIE FINANCIAL CORP | 35 | 35 | 0.00% | 0.17% | 0.91% | Q1 2015 | Q3 2023 | 35 |
HOLLENCREST CAPITAL MANAGEMENT | 23 | 4 | 0.02% | 0.51% | 1.06% | Q4 2013 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 35 |
FCA CORP /TX | 35 | 35 | 0.15% | 0.42% | 0.84% | Q2 2013 | Q4 2021 | 35 |
KLINGENSTEIN FIELDS & CO LP | 35 | 35 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q4 2021 | 35 |
PARSONS CAPITAL MANAGEMENT INC/RI | 35 | 35 | 0.03% | 0.08% | 0.11% | Q1 2015 | Q3 2023 | 35 |
Dynamic Advisor Solutions LLC | 33 | 2 | 0.11% | 0.33% | 1.16% | Q4 2014 | Q3 2023 | 35 |
BANQUE PICTET & CIE SA | 24 | 1 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 35 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2021 | 34 |
Kingfisher Capital LLC | 21 | 13 | 0.06% | 0.53% | 1.08% | Q2 2013 | Q4 2021 | 34 |
Alexandria Capital, LLC | 34 | 34 | 0.05% | 1.44% | 3.81% | Q2 2013 | Q3 2021 | 34 |
Carroll Financial Associates, Inc. | 32 | 2 | 0.00% | 0.04% | 0.22% | Q2 2013 | Q4 2021 | 34 |
Barrett Asset Management, LLC | 34 | 34 | 0.01% | 0.02% | 0.11% | Q2 2013 | Q3 2021 | 34 |
Retirement Systems of Alabama | 34 | 34 | 0.00% | 0.18% | 0.46% | Q2 2013 | Q3 2021 | 34 |
BlueCrest Capital Management Ltd | 12 | 1 | 0.02% | 1.49% | 4.42% | Q4 2015 | Q3 2023 | 34 |
Psagot Value Holdings Ltd. | 34 | 34 | 0.00% | 0.04% | 0.34% | Q2 2013 | Q3 2021 | 34 |
FOUNDERS FINANCIAL SECURITIES LLC | 18 | 1 | 0.12% | 0.78% | 2.12% | Q4 2013 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.16% | 0.78% | Q2 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 34 |
DAVENPORT & Co LLC | 21 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 33 |
E&G Advisors, LP | 33 | 33 | 1.39% | 5.30% | 11.14% | Q4 2013 | Q4 2021 | 33 |
Homrich & Berg | 32 | 1 | 0.01% | 0.08% | 0.19% | Q2 2013 | Q3 2021 | 33 |
FEDERATED HERMES, INC. | 27 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 33 |
CIBC WORLD MARKET INC. | 22 | 1 | 0.00% | 0.01% | 0.03% | Q2 2014 | Q3 2023 | 33 |
ALLIANCEBERNSTEIN L.P. | 31 | 1 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.02% | 0.10% | 0.18% | Q2 2013 | Q2 2021 | 33 |
Coastline Trust Co | 33 | 33 | 0.15% | 0.49% | 0.78% | Q4 2014 | Q4 2022 | 33 |
Allianz Asset Management GmbH | 29 | 1 | 0.00% | 0.18% | 0.50% | Q2 2013 | Q2 2023 | 33 |
AOZORA BANK, LTD. | 25 | 1 | 2.13% | 29.69% | 100.00% | Q2 2013 | Q3 2023 | 33 |
SG Americas Securities, LLC | 17 | 2 | 0.00% | 0.40% | 2.48% | Q3 2013 | Q3 2023 | 33 |
Cetera Investment Advisers | 32 | 32 | 0.15% | 0.40% | 0.94% | Q4 2015 | Q3 2023 | 32 |
Mandatum Life Insurance Co Ltd | 32 | 32 | 0.27% | 2.17% | 6.78% | Q4 2015 | Q3 2023 | 32 |
High Falls Advisors, Inc | 32 | 32 | 0.54% | 3.79% | 8.88% | Q4 2015 | Q3 2023 | 32 |
Gemmer Asset Management LLC | 32 | 32 | 0.00% | 0.24% | 1.63% | Q2 2014 | Q1 2022 | 32 |
Brouwer & Janachowski, LLC | 32 | 32 | 0.04% | 0.60% | 2.48% | Q4 2013 | Q3 2021 | 32 |
Focused Wealth Management, Inc | 32 | 32 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q2 2021 | 32 |
FAS Wealth Partners, Inc. | 32 | 32 | 0.00% | 0.27% | 0.66% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.05% | 0.11% | Q1 2016 | Q4 2023 | 32 |
Johnson Financial Group, Inc. | 30 | 1 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2022 | 32 |
People's United Financial, Inc. | 17 | 1 | 0.00% | 0.63% | 2.97% | Q2 2013 | Q1 2022 | 32 |
TRUE Private Wealth Advisors | 32 | 32 | 0.11% | 0.60% | 1.56% | Q4 2015 | Q3 2023 | 32 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 32 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 32 | 32 | 0.02% | 0.49% | 2.05% | Q2 2013 | Q1 2021 | 32 |
UMB Bank, n.a. | 32 | 32 | 0.04% | 0.10% | 0.17% | Q4 2015 | Q3 2023 | 32 |
Regal Wealth Group, Inc. | 32 | 32 | 0.77% | 5.95% | 11.16% | Q4 2015 | Q3 2023 | 32 |
OARSMAN CAPITAL, INC. | 32 | 32 | 0.31% | 0.92% | 1.78% | Q2 2013 | Q1 2021 | 32 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 20 | 4 | 0.08% | 1.07% | 5.56% | Q2 2014 | Q3 2022 | 31 |
First City Capital Management, Inc. | 14 | 3 | 0.15% | 0.27% | 0.40% | Q2 2013 | Q1 2023 | 31 |
Harel Insurance Investments & Financial Services Ltd. | 30 | 1 | 0.01% | 0.25% | 0.56% | Q4 2015 | Q3 2023 | 31 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 31 |
Trust Co | 31 | 31 | 0.02% | 0.12% | 0.50% | Q1 2015 | Q3 2022 | 31 |
Venturi Wealth Management, LLC | 31 | 31 | 0.01% | 1.50% | 7.21% | Q1 2016 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.01% | 0.73% | 2.12% | Q2 2014 | Q4 2021 | 31 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.10% | 1.83% | 4.37% | Q1 2016 | Q3 2023 | 31 |
HERITAGE INVESTORS MANAGEMENT CORP | 31 | 31 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q2 2021 | 31 |
CITIZENS FINANCIAL GROUP INC/RI | 31 | 31 | 0.01% | 0.17% | 0.42% | Q4 2015 | Q2 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.29% | 1.01% | 2.00% | Q1 2016 | Q3 2023 | 31 |
EASTERN BANK | 24 | 1 | 0.01% | 1.31% | 2.76% | Q2 2013 | Q3 2023 | 31 |
CI INVESTMENTS INC. | 31 | 31 | 0.10% | 0.35% | 1.28% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.08% | 0.39% | Q1 2016 | Q3 2023 | 31 |
BERNZOTT CAPITAL ADVISORS | 25 | 6 | 0.03% | 0.04% | 0.07% | Q2 2014 | Q1 2022 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.08% | 0.38% | 1.28% | Q4 2015 | Q3 2023 | 31 |
Squarepoint Ops LLC | 8 | 1 | 0.00% | 0.19% | 0.81% | Q3 2016 | Q2 2023 | 31 |
American Research & Management Co. | 29 | 1 | 0.01% | 0.63% | 1.12% | Q2 2013 | Q3 2022 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.17% | 0.72% | Q2 2013 | Q3 2023 | 31 |
Roundview Capital LLC | 31 | 31 | 0.06% | 0.39% | 0.98% | Q1 2016 | Q3 2023 | 31 |
Financial Architects, Inc | 21 | 1 | 0.00% | 0.07% | 0.72% | Q2 2013 | Q4 2022 | 31 |
JAG CAPITAL MANAGEMENT, LLC | 29 | 1 | 0.02% | 0.06% | 0.10% | Q2 2014 | Q4 2021 | 30 |
Country Club Trust Company, n.a. | 14 | 1 | 0.02% | 0.23% | 0.48% | Q2 2013 | Q4 2021 | 30 |
APPLETON GROUP, LLC | 17 | 1 | 0.24% | 1.13% | 8.76% | Q2 2013 | Q4 2022 | 30 |
M&R CAPITAL MANAGEMENT INC | 26 | 4 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q4 2023 | 30 |
NewEdge Advisors, LLC | 26 | 4 | 0.03% | 0.61% | 8.23% | Q1 2015 | Q3 2023 | 30 |
AE Wealth Management LLC | 28 | 28 | 0.00% | 0.14% | 0.55% | Q4 2016 | Q3 2023 | 30 |
HOWE & RUSLING INC | 20 | 1 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.04% | 0.56% | 1.88% | Q1 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.46% | 0.72% | 1.65% | Q2 2013 | Q3 2020 | 30 |
Regis Management CO LLC | 26 | 4 | 0.05% | 0.47% | 1.24% | Q1 2013 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.15% | 0.21% | 0.29% | Q2 2016 | Q3 2023 | 30 |
LifePlan Financial Group, Inc | 30 | 30 | 0.51% | 3.12% | 6.13% | Q2 2013 | Q3 2020 | 30 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 30 | 30 | 0.13% | 0.86% | 4.67% | Q2 2013 | Q3 2020 | 30 |
Crestwood Advisors Group, LLC | 27 | 3 | 0.01% | 0.11% | 0.91% | Q2 2013 | Q3 2023 | 30 |
Krilogy Financial LLC | 29 | 1 | 0.04% | 0.08% | 0.12% | Q3 2015 | Q1 2023 | 30 |
Financial Enhancement Group LLC | 30 | 30 | 0.00% | 3.60% | 16.19% | Q2 2015 | Q3 2022 | 30 |
Jaffetilchin Investment Partners, LLC | 18 | 3 | 0.03% | 1.32% | 6.15% | Q2 2013 | Q4 2021 | 30 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.05% | 0.16% | 0.43% | Q4 2015 | Q4 2022 | 29 |
Dorsey Wright & Associates | 13 | 3 | 0.07% | 0.21% | 0.41% | Q3 2013 | Q2 2023 | 29 |
Itau Unibanco Holding S.A. | 19 | 10 | 0.00% | 0.92% | 12.29% | Q2 2016 | Q3 2023 | 29 |
M Holdings Securities, Inc. | 22 | 2 | 0.04% | 0.34% | 1.05% | Q4 2013 | Q1 2023 | 29 |
LEUTHOLD GROUP, LLC | 19 | 10 | 0.14% | 0.57% | 2.03% | Q2 2013 | Q4 2020 | 29 |
CAMBIAR INVESTORS LLC | 18 | 11 | 0.03% | 0.06% | 0.16% | Q1 2013 | Q4 2020 | 29 |
Invesco Ltd. | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Daiwa Securities Group Inc. | 29 | 29 | 0.00% | 0.06% | 0.19% | Q3 2016 | Q3 2023 | 29 |
COLONY GROUP LLC | 23 | 6 | 0.01% | 0.08% | 0.40% | Q3 2014 | Q4 2022 | 29 |
Alley Co LLC | 29 | 29 | 1.17% | 3.39% | 4.01% | Q4 2014 | Q4 2021 | 29 |
Granite Investment Advisors, LLC | 16 | 4 | 0.05% | 0.08% | 0.23% | Q2 2013 | Q3 2021 | 29 |
IBERIABANK CORP | 12 | 5 | 0.04% | 0.14% | 0.35% | Q4 2012 | Q2 2020 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 3.50% | 4.20% | 5.56% | Q3 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q4 2020 | 29 |
Verity Asset Management, Inc. | 21 | 1 | 0.24% | 0.81% | 1.50% | Q4 2014 | Q3 2022 | 29 |
FIRST INTERSTATE BANK | 22 | 7 | 0.02% | 0.43% | 1.43% | Q3 2015 | Q4 2022 | 29 |
WINTRUST INVESTMENTS LLC | 18 | 11 | 0.05% | 0.33% | 0.60% | Q2 2016 | Q3 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.14% | 0.46% | Q1 2016 | Q4 2022 | 28 |
Horan Securities, Inc. | 15 | 6 | 0.00% | 0.34% | 1.33% | Q1 2016 | Q2 2023 | 28 |
CANADA PENSION PLAN INVESTMENT BOARD | 24 | 1 | 0.02% | 0.46% | 1.48% | Q1 2016 | Q3 2023 | 28 |
ExodusPoint Capital Management, LP | 13 | 1 | 0.01% | 0.20% | 1.29% | Q4 2019 | Q2 2023 | 28 |
SMITH, MOORE & CO. | 21 | 1 | 0.03% | 0.07% | 0.13% | Q1 2014 | Q1 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.36% | 0.79% | 1.35% | Q2 2013 | Q1 2020 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.04% | 0.14% | 0.27% | Q4 2016 | Q3 2023 | 28 |
Parkside Financial Bank & Trust | 15 | 1 | 0.00% | 0.12% | 0.40% | Q3 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.03% | 0.75% | 4.12% | Q4 2016 | Q3 2023 | 28 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28 | 28 | 0.11% | 0.40% | 0.92% | Q4 2016 | Q3 2023 | 28 |
1834 INVESTMENT ADVISORS CO | 28 | 28 | 0.02% | 1.04% | 2.30% | Q3 2015 | Q2 2022 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.03% | 0.20% | 0.87% | Q4 2016 | Q3 2023 | 28 |
RWA WEALTH PARTNERS, LLC | 28 | 28 | 0.01% | 0.83% | 4.20% | Q4 2016 | Q3 2023 | 28 |
Koshinski Asset Management, Inc. | 19 | 1 | 0.04% | 0.10% | 0.41% | Q2 2016 | Q3 2023 | 28 |
Jentner Corp | 28 | 28 | 0.16% | 0.26% | 0.40% | Q4 2016 | Q3 2023 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.02% | 0.15% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 0.53% | 2.40% | 4.15% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.02% | 0.12% | 0.44% | Q4 2016 | Q3 2023 | 28 |
BESSEMER GROUP INC | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.28% | 2.18% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 28 |
OLD SECOND NATIONAL BANK OF AURORA | 27 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2023 | 28 |
Avidian Wealth Solutions, LLC | 14 | 1 | 0.02% | 0.64% | 2.08% | Q4 2013 | Q3 2023 | 28 |
Point View Wealth Management, Inc. | 16 | 12 | 0.15% | 0.43% | 1.05% | Q4 2013 | Q4 2020 | 28 |
Fiera Capital Corp | 23 | 2 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.65% | 1.13% | 1.50% | Q2 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.03% | 0.15% | 0.44% | Q4 2016 | Q3 2023 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.03% | 0.32% | 0.75% | Q3 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.31% | 0.60% | Q4 2016 | Q3 2023 | 28 |
Dai-ichi Life Insurance Company, Ltd | 27 | 27 | 0.09% | 7.05% | 12.18% | Q4 2016 | Q2 2023 | 27 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 2 | 0.00% | 0.01% | 0.09% | Q2 2014 | Q4 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.04% | 0.13% | 0.27% | Q4 2016 | Q3 2023 | 27 |
Millburn Ridgefield Corp | 27 | 27 | 0.01% | 0.08% | 0.48% | Q4 2016 | Q2 2023 | 27 |
Sheaff Brock Investment Advisors, LLC | 27 | 27 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 27 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 13 | 1 | 0.00% | 0.43% | 1.43% | Q2 2013 | Q2 2022 | 27 |
FORT PITT CAPITAL GROUP, LLC | 27 | 27 | 0.01% | 0.05% | 0.08% | Q4 2015 | Q2 2022 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.19% | 0.43% | Q2 2013 | Q3 2019 | 27 |
Migdal Insurance & Financial Holdings Ltd. | 25 | 2 | 0.00% | 0.69% | 7.22% | Q4 2015 | Q3 2023 | 27 |
FormulaFolio Investments, LLC | 27 | 27 | 0.06% | 3.30% | 8.45% | Q4 2014 | Q2 2021 | 27 |
Karp Capital Management Corp | 11 | 8 | 0.02% | 1.81% | 4.51% | Q4 2014 | Q3 2022 | 27 |
FIDUCIARY TRUST CO | 17 | 10 | 0.01% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 27 |
1832 Asset Management L.P. | 16 | 1 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 27 |
Brinker Capital Investments, LLC | 13 | 2 | 0.00% | 0.27% | 1.55% | Q2 2013 | Q1 2022 | 27 |
ANCHOR CAPITAL ADVISORS LLC | 27 | 27 | 0.12% | 0.24% | 0.53% | Q1 2017 | Q3 2023 | 27 |
CIBC BANK USA | 27 | 27 | 0.04% | 0.07% | 0.18% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.15% | 0.32% | 0.71% | Q2 2013 | Q4 2019 | 27 |
Dakota Wealth Management | 27 | 27 | 0.42% | 2.36% | 5.49% | Q4 2014 | Q2 2021 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2023 | 27 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 27 | 27 | 0.04% | 0.29% | 1.08% | Q3 2015 | Q1 2022 | 27 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 27 | 27 | 0.36% | 14.19% | 27.35% | Q2 2013 | Q4 2019 | 27 |
SALEM INVESTMENT COUNSELORS INC | 18 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 27 |
Day & Ennis, LLC | 14 | 13 | 0.11% | 0.99% | 2.73% | Q4 2016 | Q3 2023 | 27 |
MCF Advisors LLC | 12 | 1 | 0.00% | 0.09% | 0.34% | Q4 2011 | Q3 2023 | 26 |
Altavista Wealth Management, Inc. | 22 | 1 | 0.04% | 0.25% | 0.77% | Q2 2013 | Q4 2021 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.07% | 0.55% | 1.47% | Q4 2016 | Q3 2023 | 26 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 26 | 26 | 1.62% | 11.25% | 34.96% | Q2 2017 | Q3 2023 | 26 |
AXA S.A. | 15 | 11 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2022 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.16% | 0.37% | 1.12% | Q4 2016 | Q1 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.00% | 0.63% | 5.19% | Q4 2016 | Q3 2023 | 26 |
GenTrust, LLC | 26 | 26 | 0.04% | 1.29% | 4.38% | Q4 2016 | Q1 2023 | 26 |
MARSHALL WACE, LLP | 14 | 1 | 0.01% | 0.18% | 0.71% | Q1 2018 | Q3 2023 | 26 |
Boltwood Capital Management | 26 | 26 | 0.09% | 0.20% | 0.30% | Q4 2015 | Q1 2022 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.33% | 0.96% | 3.21% | Q2 2013 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.10% | 0.45% | 1.20% | Q2 2017 | Q3 2023 | 26 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.51% | 0.91% | 1.61% | Q1 2017 | Q3 2023 | 26 |
GRANDFIELD & DODD, LLC | 16 | 1 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q3 2023 | 26 |
Asset Management One Co., Ltd. | 23 | 3 | 0.00% | 0.09% | 0.31% | Q4 2016 | Q2 2023 | 26 |
ACG Wealth | 17 | 1 | 0.01% | 0.10% | 0.22% | Q4 2013 | Q2 2022 | 26 |
HBK Sorce Advisory LLC | 25 | 1 | 0.01% | 0.34% | 0.72% | Q1 2016 | Q4 2022 | 26 |
Thomasville National Bank | 10 | 7 | 0.02% | 0.08% | 0.14% | Q1 2014 | Q4 2021 | 26 |
IPG Investment Advisors LLC | 18 | 8 | 0.07% | 0.24% | 0.60% | Q4 2016 | Q3 2023 | 26 |
PRELUDE CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.48% | 1.73% | Q2 2014 | Q4 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.28% | 0.58% | 0.80% | Q2 2013 | Q3 2019 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.05% | 0.42% | Q2 2017 | Q3 2023 | 26 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 25 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2019 | 25 |
TOMPKINS FINANCIAL CORP | 9 | 1 | 0.01% | 0.10% | 0.16% | Q4 2015 | Q4 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.01% | 0.02% | 0.07% | Q4 2014 | Q4 2020 | 25 |
IMS Capital Management | 20 | 5 | 0.23% | 0.32% | 0.48% | Q2 2017 | Q3 2023 | 25 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 24 | 1 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2019 | 25 |
Man Group plc | 15 | 1 | 0.00% | 0.11% | 0.51% | Q3 2018 | Q3 2023 | 25 |
AlphaMark Advisors, LLC | 15 | 2 | 0.00% | 0.01% | 0.21% | Q2 2013 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.25% | 1.06% | Q2 2017 | Q2 2023 | 25 |
USCA RIA LLC | 21 | 4 | 0.02% | 1.02% | 3.11% | Q1 2014 | Q1 2021 | 25 |
Exchange Capital Management, Inc. | 14 | 1 | 0.00% | 0.30% | 0.66% | Q2 2013 | Q3 2023 | 25 |
Arete Wealth Advisors, LLC | 25 | 25 | 0.08% | 0.22% | 0.72% | Q3 2017 | Q3 2023 | 25 |
Linscomb & Williams, Inc. | 20 | 5 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 25 |
Lenox Wealth Advisors, LLC | 20 | 1 | 0.00% | 0.03% | 0.19% | Q3 2013 | Q1 2022 | 25 |
SUN LIFE FINANCIAL INC | 15 | 1 | 0.04% | 1.38% | 5.03% | Q4 2015 | Q3 2023 | 25 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 13 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2022 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.01% | 0.07% | 0.22% | Q3 2017 | Q3 2023 | 25 |
Ausdal Financial Partners, Inc. | 9 | 1 | 0.04% | 0.12% | 0.24% | Q4 2015 | Q3 2023 | 25 |
CHEMICAL BANK | 25 | 25 | 0.07% | 0.10% | 0.18% | Q2 2013 | Q2 2019 | 25 |
NATIXIS ADVISORS, L.P. | 23 | 1 | 0.01% | 0.10% | 0.34% | Q2 2013 | Q4 2022 | 25 |
Jackson, Grant Investment Advisers, Inc. | 25 | 25 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q3 2022 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 21 | 1 | 0.01% | 0.61% | 4.78% | Q2 2013 | Q4 2022 | 25 |
Winfield Associates, Inc. | 25 | 25 | 0.13% | 0.41% | 1.11% | Q4 2013 | Q4 2019 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.06% | 0.20% | 0.81% | Q2 2013 | Q3 2023 | 25 |
Adams Asset Advisors, LLC | 19 | 6 | 0.03% | 0.15% | 0.40% | Q2 2017 | Q3 2023 | 25 |
Hilton Capital Management, LLC | 22 | 1 | 0.04% | 1.92% | 7.21% | Q4 2014 | Q4 2021 | 25 |
BOKF, NA | 15 | 9 | 0.01% | 0.13% | 0.32% | Q3 2017 | Q3 2023 | 24 |
Lattice Strategies LLC | 24 | 24 | 0.53% | 1.36% | 2.49% | Q2 2013 | Q1 2019 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.04% | 1.32% | 4.74% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.05% | 0.30% | 0.80% | Q4 2017 | Q3 2023 | 24 |
Pinnacle Advisory Group, Inc. | 18 | 1 | 0.03% | 0.13% | 0.24% | Q2 2013 | Q1 2021 | 24 |
Belpointe Asset Management LLC | 18 | 6 | 0.05% | 0.33% | 0.73% | Q3 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.10% | 0.36% | 0.83% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.02% | 0.15% | Q4 2017 | Q3 2023 | 24 |
RFG Advisory, LLC | 23 | 1 | 0.03% | 0.38% | 0.91% | Q2 2015 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.24% | 0.34% | 0.51% | Q4 2017 | Q3 2023 | 24 |
PINNACLE FINANCIAL PARTNERS INC | 24 | 24 | 0.10% | 0.24% | 0.39% | Q4 2017 | Q3 2023 | 24 |
Forefront Analytics, LLC | 24 | 24 | 1.43% | 1.72% | 2.21% | Q4 2017 | Q3 2023 | 24 |
HCR Wealth Advisors | 24 | 24 | 0.09% | 0.19% | 0.29% | Q4 2017 | Q3 2023 | 24 |
Cornerstone Management, Inc. | 24 | 24 | 0.53% | 0.73% | 1.08% | Q4 2017 | Q3 2023 | 24 |
Sowell Financial Services LLC | 10 | 2 | 0.09% | 0.48% | 1.99% | Q4 2016 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.06% | 0.23% | 0.41% | Q4 2017 | Q3 2023 | 24 |
Providence Capital Advisors, LLC | 24 | 24 | 0.26% | 0.69% | 1.27% | Q4 2017 | Q3 2023 | 24 |
Patriot Financial Group Insurance Agency, LLC | 24 | 24 | 0.02% | 0.26% | 1.02% | Q4 2016 | Q3 2022 | 24 |
Ballast, Inc. | 24 | 24 | 0.28% | 0.84% | 2.54% | Q4 2017 | Q3 2023 | 24 |
Longer Investments Inc. | 24 | 24 | 6.75% | 10.22% | 16.93% | Q2 2013 | Q1 2019 | 24 |
Peregrine Asset Advisers, Inc. | 14 | 1 | 0.14% | 1.38% | 8.05% | Q2 2013 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.05% | 0.57% | 2.77% | Q4 2017 | Q3 2023 | 24 |
BerganKDV Wealth Management, LLC | 24 | 24 | 0.00% | 0.12% | 0.27% | Q3 2017 | Q2 2023 | 24 |
Kovack Advisors, Inc. | 16 | 3 | 0.02% | 0.14% | 0.30% | Q4 2014 | Q1 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.07% | 0.15% | 0.32% | Q4 2017 | Q3 2023 | 24 |
NEW ENGLAND ASSET MANAGEMENT INC | 24 | 24 | 0.04% | 0.10% | 0.42% | Q4 2017 | Q3 2023 | 24 |
Milestone Advisory Partners | 24 | 24 | 0.29% | 0.49% | 0.65% | Q4 2017 | Q3 2023 | 24 |
Cordasco Financial Network | 17 | 7 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q2 2022 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.15% | 0.66% | 1.93% | Q4 2017 | Q3 2023 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 0.23% | 0.53% | 0.93% | Q4 2017 | Q3 2023 | 24 |
WRAPMANAGER INC | 17 | 7 | 0.31% | 1.96% | 7.04% | Q3 2012 | Q1 2020 | 24 |
Wela Strategies, Inc. | 20 | 1 | 0.56% | 8.53% | 14.83% | Q1 2017 | Q4 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.16% | 0.39% | 0.59% | Q4 2017 | Q3 2023 | 24 |
ST GERMAIN D J CO INC | 22 | 2 | 0.00% | 0.09% | 0.23% | Q3 2013 | Q3 2023 | 24 |
Paloma Partners Management Co | 8 | 1 | 0.02% | 0.56% | 3.45% | Q1 2018 | Q3 2023 | 24 |
SECURIAN ASSET MANAGEMENT, INC | 24 | 24 | 0.13% | 0.32% | 0.88% | Q4 2016 | Q3 2022 | 24 |
Omnia Family Wealth, LLC | 24 | 24 | 0.11% | 0.16% | 0.27% | Q4 2016 | Q3 2022 | 24 |
Alliance Wealth Management Group | 19 | 4 | 0.15% | 0.49% | 1.04% | Q1 2017 | Q2 2023 | 23 |
HOLDERNESS INVESTMENTS CO | 12 | 4 | 0.09% | 0.35% | 1.06% | Q1 2017 | Q3 2023 | 23 |
Estate Counselors, LLC | 20 | 3 | 0.97% | 2.22% | 3.76% | Q2 2013 | Q4 2019 | 23 |
Flaharty Asset Management, LLC | 22 | 1 | 0.24% | 3.41% | 6.71% | Q1 2017 | Q4 2022 | 23 |
Kohmann Bosshard Financial Services, LLC | 21 | 2 | 0.07% | 0.29% | 0.78% | Q4 2016 | Q3 2022 | 23 |
Moloney Securities Asset Management, LLC | 14 | 9 | 0.11% | 0.65% | 1.19% | Q4 2016 | Q4 2022 | 23 |
CADINHA & CO LLC | 22 | 1 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q1 2019 | 23 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 19 | 1 | 0.00% | 0.06% | 0.29% | Q2 2013 | Q3 2019 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.01% | 0.04% | 0.05% | Q4 2016 | Q2 2022 | 23 |
SEIZERT CAPITAL PARTNERS, LLC | 21 | 2 | 0.03% | 0.05% | 0.07% | Q1 2017 | Q1 2023 | 23 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 19 | 4 | 0.01% | 2.26% | 4.94% | Q2 2013 | Q1 2023 | 23 |
LINCOLN NATIONAL CORP | 17 | 6 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 23 |
HMS Capital Management, LLC | 14 | 2 | 0.10% | 2.82% | 7.68% | Q4 2018 | Q3 2023 | 23 |
BURNEY CO/ | 14 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.05% | 0.17% | Q1 2018 | Q3 2023 | 23 |
CAPSTONE INVESTMENT ADVISORS, LLC | 7 | 3 | 0.00% | 0.20% | 1.07% | Q4 2016 | Q3 2023 | 23 |
NYL Investors LLC | 23 | 23 | 6.05% | 22.90% | 57.26% | Q1 2018 | Q3 2023 | 23 |
Edelman Financial Services, LLC | 23 | 23 | 0.00% | 10.03% | 14.13% | Q2 2013 | Q4 2018 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 23 | 23 | 0.02% | 0.16% | 1.11% | Q1 2018 | Q3 2023 | 23 |
BRYN MAWR TRUST Co | 15 | 2 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q4 2021 | 23 |
ALLSTATE CORP | 22 | 1 | 0.08% | 7.61% | 19.12% | Q2 2016 | Q3 2023 | 23 |
RiverGlades Family Offices LLC | 19 | 4 | 0.24% | 1.05% | 2.15% | Q4 2017 | Q3 2023 | 23 |
Brown Advisory Securities, LLC | 23 | 23 | 0.08% | 0.18% | 0.35% | Q2 2013 | Q4 2018 | 23 |
PFS INVESTMENTS INC. | 23 | 23 | 0.05% | 0.39% | 1.26% | Q4 2017 | Q2 2023 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.11% | 0.30% | 0.63% | Q2 2013 | Q4 2018 | 23 |
Endurance Wealth Management, Inc. | 14 | 9 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 23 |
Ballew Advisors, Inc | 23 | 23 | 0.19% | 0.42% | 0.65% | Q4 2017 | Q2 2023 | 23 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.28% | 1.05% | Q4 2014 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 2.56% | 5.07% | 7.15% | Q1 2018 | Q3 2023 | 23 |
Plante Moran Financial Advisors, LLC | 9 | 1 | 0.00% | 0.04% | 0.09% | Q4 2014 | Q3 2023 | 23 |
Bruderman Asset Management, LLC | 13 | 1 | 0.02% | 0.08% | 0.22% | Q1 2015 | Q3 2021 | 23 |
NewSquare Capital LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2022 | 23 |
Capital Asset Advisory Services LLC | 11 | 1 | 0.03% | 0.80% | 2.22% | Q4 2015 | Q4 2022 | 22 |
Capital Directions Investment Advisors, LLC | 19 | 1 | 0.00% | 0.07% | 0.19% | Q2 2013 | Q2 2021 | 22 |
PETTYJOHN, WOOD & WHITE, INC | 19 | 3 | 0.16% | 0.46% | 1.84% | Q2 2013 | Q2 2022 | 22 |
CAMDEN NATIONAL BANK | 22 | 22 | 0.24% | 0.50% | 0.76% | Q2 2018 | Q3 2023 | 22 |
Torch Wealth Management LLC | 19 | 3 | 0.01% | 0.21% | 0.34% | Q4 2013 | Q4 2019 | 22 |
Stadion Money Management, LLC | 22 | 22 | 0.58% | 1.22% | 2.11% | Q2 2013 | Q3 2018 | 22 |
Nuveen Asset Management, LLC | 16 | 1 | 0.00% | 0.95% | 5.59% | Q4 2013 | Q3 2023 | 22 |
WASHINGTON TRUST BANK | 12 | 1 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q4 2021 | 22 |
Money Design Co.,Ltd. | 16 | 6 | 0.10% | 4.96% | 9.15% | Q3 2017 | Q3 2023 | 22 |
Charles Schwab Investment Advisory, Inc. | 15 | 7 | 0.09% | 0.95% | 3.28% | Q1 2014 | Q4 2019 | 22 |
Balentine LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 22 |
Darwin Wealth Management, LLC | 22 | 22 | 0.04% | 1.50% | 3.25% | Q2 2016 | Q3 2021 | 22 |
Acorns Advisers, LLC | 18 | 2 | 0.00% | 5.70% | 14.38% | Q2 2017 | Q1 2023 | 22 |
Cranberry Lake Advisors LLC | 22 | 22 | 0.96% | 3.36% | 7.91% | Q2 2013 | Q3 2018 | 22 |
Foundations Investment Advisors, LLC | 22 | 22 | 0.01% | 2.85% | 9.10% | Q2 2018 | Q3 2023 | 22 |
MGO ONE SEVEN LLC | 20 | 2 | 0.05% | 0.38% | 2.06% | Q4 2017 | Q3 2023 | 22 |
CENTAURUS FINANCIAL, INC. | 16 | 6 | 0.01% | 0.07% | 0.19% | Q1 2018 | Q3 2023 | 22 |
PFG Advisors | 17 | 5 | 0.06% | 0.99% | 2.41% | Q4 2017 | Q3 2023 | 22 |
CWA Asset Management Group, LLC | 11 | 11 | 0.03% | 0.08% | 0.19% | Q2 2017 | Q2 2023 | 22 |
Banco Santander, S.A. | 18 | 4 | 0.00% | 0.04% | 0.12% | Q1 2018 | Q3 2023 | 22 |
SIGNET FINANCIAL MANAGEMENT, LLC | 16 | 1 | 0.02% | 0.08% | 0.24% | Q4 2014 | Q4 2021 | 22 |
Investment Counsel Inc. | 22 | 22 | 0.23% | 0.30% | 0.63% | Q4 2015 | Q1 2021 | 22 |
Compagnie Lombard Odier SCmA | 22 | 22 | 0.00% | 0.08% | 0.12% | Q4 2013 | Q1 2019 | 22 |
BANK OF NOVA SCOTIA | 19 | 3 | 0.00% | 0.29% | 1.20% | Q4 2015 | Q3 2023 | 22 |
Evanson Asset Management, LLC | 15 | 1 | 0.04% | 0.07% | 0.10% | Q2 2014 | Q4 2019 | 21 |
CLEAR INVESTMENT RESEARCH, LLC | 21 | 21 | 0.01% | 0.09% | 0.18% | Q1 2018 | Q1 2023 | 21 |
TD Capital Management LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 21 |
Members Trust Co | 14 | 2 | 0.01% | 2.68% | 14.97% | Q2 2016 | Q3 2023 | 21 |
Tarbox Family Office, Inc. | 9 | 6 | 0.01% | 0.09% | 0.22% | Q1 2015 | Q1 2022 | 21 |
StrategIQ Financial Group, LLC | 17 | 1 | 0.02% | 2.94% | 8.66% | Q4 2015 | Q3 2023 | 21 |
SADOFF INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.02% | 0.03% | 0.05% | Q3 2017 | Q3 2022 | 21 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 20 | 1 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q3 2018 | 21 |
COURIER CAPITAL LLC | 19 | 2 | 0.03% | 0.31% | 0.74% | Q2 2013 | Q3 2018 | 21 |
Lido Advisors, LLC | 20 | 1 | 0.01% | 0.04% | 0.36% | Q1 2016 | Q3 2023 | 21 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 1.45% | 6.19% | Q4 2015 | Q3 2023 | 21 |
Virtue Capital Management, LLC | 19 | 2 | 0.11% | 0.44% | 0.94% | Q4 2017 | Q3 2023 | 21 |
FIL Ltd | 19 | 2 | 0.00% | 0.02% | 0.04% | Q2 2015 | Q2 2023 | 21 |
Advisory Alpha, LLC | 7 | 3 | 0.00% | 1.21% | 5.41% | Q4 2013 | Q3 2023 | 21 |
Sunesis Advisors, LLC | 20 | 1 | 2.57% | 4.26% | 5.78% | Q2 2018 | Q3 2023 | 21 |
Berkshire Money Management, Inc. | 17 | 1 | 0.04% | 2.37% | 5.75% | Q4 2014 | Q2 2023 | 21 |
Financial Engines Advisors L.L.C. | 21 | 21 | 0.00% | 3.57% | 6.34% | Q3 2018 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2022 | 21 |
Shamrock Asset Management LLC | 17 | 4 | 0.00% | 0.54% | 1.16% | Q4 2013 | Q3 2019 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.03% | 0.06% | 0.11% | Q1 2017 | Q3 2023 | 21 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 14 | 1 | 0.02% | 0.73% | 4.02% | Q4 2019 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.12% | 0.62% | 2.48% | Q3 2018 | Q3 2023 | 21 |
HL FINANCIAL SERVICES LLC | 16 | 5 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q1 2019 | 21 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 21 | 21 | 0.01% | 0.08% | 0.36% | Q3 2018 | Q3 2023 | 21 |
Narwhal Capital Management | 12 | 3 | 0.04% | 0.08% | 0.14% | Q4 2014 | Q2 2020 | 21 |
Frontier Wealth Management LLC | 12 | 9 | 0.00% | 0.28% | 2.78% | Q4 2014 | Q2 2022 | 21 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.07% | 0.37% | Q2 2015 | Q1 2021 | 20 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 20 | 20 | 0.00% | 0.16% | 0.50% | Q2 2013 | Q1 2018 | 20 |
Wealthspire Advisors, LLC | 20 | 20 | 0.02% | 0.15% | 0.30% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.18% | 0.44% | 0.86% | Q4 2017 | Q3 2022 | 20 |
TFG Advisers LLC | 20 | 20 | 0.24% | 0.53% | 0.81% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.08% | 0.62% | 1.37% | Q4 2018 | Q3 2023 | 20 |
KMG FIDUCIARY PARTNERS, LLC | 20 | 20 | 0.08% | 1.78% | 3.42% | Q4 2018 | Q3 2023 | 20 |
KG&L Capital Management,LLC | 20 | 20 | 0.93% | 1.27% | 1.89% | Q4 2018 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.01% | 0.24% | 0.88% | Q4 2018 | Q3 2023 | 20 |
Omega Financial Group, LLC | 20 | 20 | 0.48% | 1.62% | 2.92% | Q4 2018 | Q3 2023 | 20 |
ERTS Wealth Advisors, LLC | 20 | 20 | 0.55% | 2.59% | 8.26% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.23% | 1.48% | Q4 2018 | Q3 2023 | 20 |
CONDOR CAPITAL MANAGEMENT | 20 | 20 | 0.55% | 0.68% | 0.87% | Q4 2018 | Q3 2023 | 20 |
PRINCIPAL FINANCIAL GROUP INC | 15 | 1 | 0.00% | 0.04% | 0.20% | Q4 2013 | Q3 2023 | 20 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 20 | 20 | 0.13% | 0.34% | 0.65% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.10% | 0.51% | 1.48% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 2.41% | 2.90% | 3.74% | Q4 2018 | Q3 2023 | 20 |
WealthOne, LLC | 20 | 20 | 0.28% | 3.54% | 6.77% | Q4 2018 | Q3 2023 | 20 |
FMA ADVISORY INC | 14 | 1 | 0.56% | 1.58% | 2.97% | Q1 2014 | Q1 2021 | 20 |
Full Sail Capital, LLC | 20 | 20 | 0.53% | 2.08% | 3.12% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.11% | 0.32% | 0.49% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.09% | 1.42% | 3.34% | Q4 2018 | Q3 2023 | 20 |
StoneX Group Inc. | 19 | 1 | 0.13% | 0.30% | 1.10% | Q2 2017 | Q4 2022 | 20 |
Insight Wealth Strategies, LLC | 20 | 20 | 0.60% | 3.56% | 7.40% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.73% | 1.95% | Q1 2018 | Q3 2023 | 20 |
Hillsdale Investment Management Inc. | 15 | 5 | 0.01% | 0.25% | 0.67% | Q3 2014 | Q2 2020 | 20 |
BARINGS LLC | 20 | 20 | 0.27% | 1.47% | 9.57% | Q4 2018 | Q3 2023 | 20 |
CNB Bank | 16 | 4 | 0.01% | 0.08% | 0.34% | Q4 2017 | Q3 2023 | 20 |
PROTECTIVE LIFE CORP | 20 | 20 | 10.78% | 13.10% | 17.42% | Q3 2018 | Q2 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.03% | 0.10% | Q4 2018 | Q3 2023 | 20 |
Midwest Professional Planners, LTD. | 10 | 1 | 0.22% | 1.57% | 3.12% | Q4 2017 | Q3 2023 | 20 |
Columbus Macro, LLC | 20 | 20 | 0.31% | 1.16% | 2.42% | Q4 2017 | Q3 2022 | 20 |
Strategic Wealth Partners, Ltd. | 12 | 8 | 0.00% | 1.63% | 5.02% | Q4 2017 | Q1 2023 | 20 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 20 | 20 | 0.07% | 0.28% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Icon Wealth Partners, LLC | 9 | 3 | 0.02% | 0.86% | 2.74% | Q4 2017 | Q3 2023 | 20 |
GUARDIAN CAPITAL ADVISORS LP | 17 | 3 | 0.03% | 0.06% | 0.13% | Q1 2015 | Q2 2023 | 20 |
TOTH FINANCIAL ADVISORY CORP | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 20 |
Crabel Capital Management, LLC | 8 | 4 | 0.23% | 2.94% | 12.18% | Q4 2017 | Q3 2023 | 20 |
Waverly Advisors, LLC | 18 | 2 | 0.01% | 1.99% | 12.82% | Q3 2013 | Q3 2023 | 20 |
RPg Family Wealth Advisory, LLC | 16 | 4 | 0.01% | 0.18% | 0.41% | Q1 2017 | Q1 2022 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.00% | 0.04% | 0.43% | Q1 2016 | Q4 2020 | 20 |
STATE STREET CORP | 10 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.10% | 1.81% | 3.80% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.05% | 0.17% | 0.49% | Q4 2013 | Q3 2018 | 20 |
MEEDER ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.16% | 0.92% | Q2 2013 | Q3 2022 | 20 |
Archford Capital Strategies, LLC | 13 | 1 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q1 2021 | 20 |
Garde Capital, Inc. | 20 | 20 | 0.04% | 1.91% | 4.85% | Q2 2014 | Q1 2019 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.17% | 0.78% | 1.66% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.00% | 0.08% | 0.23% | Q4 2015 | Q3 2020 | 20 |
Eukles Asset Management | 20 | 20 | 0.54% | 0.82% | 1.18% | Q4 2018 | Q3 2023 | 20 |
Aptus Capital Advisors, LLC | 8 | 8 | 0.00% | 1.22% | 12.33% | Q3 2019 | Q3 2023 | 20 |
Coho Partners, Ltd. | 16 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2021 | 19 |
Prime Capital Investment Advisors, LLC | 18 | 1 | 0.03% | 0.20% | 0.97% | Q4 2018 | Q3 2023 | 19 |
Aviance Capital Partners, LLC | 9 | 3 | 0.04% | 0.21% | 0.55% | Q2 2013 | Q1 2021 | 19 |
ETRADE Capital Management LLC | 13 | 1 | 0.01% | 0.39% | 2.72% | Q2 2013 | Q3 2020 | 19 |
Pinion Investment Advisors, LLC | 11 | 1 | 0.21% | 0.43% | 0.70% | Q1 2018 | Q2 2023 | 19 |
GREAT LAKES ADVISORS, LLC | 19 | 19 | 0.03% | 0.09% | 0.21% | Q4 2013 | Q2 2018 | 19 |
Lutz Financial Services LLC | 19 | 19 | 0.03% | 0.12% | 0.24% | Q4 2017 | Q2 2022 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.02% | 0.05% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.12% | 0.41% | 0.93% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.09% | 0.22% | 0.35% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 19 |
AGF Investments LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 19 |
Virtus Investment Advisers, Inc. | 6 | 1 | 0.06% | 14.76% | 97.54% | Q3 2013 | Q3 2020 | 19 |
HighTower Trust Company, N.A. | 17 | 2 | 0.02% | 0.08% | 0.12% | Q2 2013 | Q1 2022 | 19 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 12 | 1 | 0.02% | 0.50% | 1.24% | Q3 2013 | Q4 2022 | 19 |
WASHINGTON TRUST Co | 15 | 4 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.05% | 0.17% | 0.36% | Q4 2018 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.18% | 0.34% | 0.66% | Q2 2013 | Q4 2017 | 19 |
Concorde Asset Management, LLC | 19 | 19 | 0.16% | 1.66% | 6.21% | Q2 2017 | Q4 2021 | 19 |
Willingdon Wealth Management | 13 | 6 | 0.22% | 0.49% | 1.48% | Q4 2013 | Q1 2020 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 0.08% | 0.24% | 0.65% | Q2 2013 | Q4 2017 | 19 |
Vestmark Advisory Solutions, Inc. | 19 | 19 | 0.12% | 0.31% | 0.58% | Q1 2019 | Q3 2023 | 19 |
PRENTISS SMITH & CO INC | 19 | 19 | 0.02% | 0.06% | 0.07% | Q1 2014 | Q3 2018 | 19 |
Hudson Capital Management LLC | 19 | 19 | 3.44% | 5.25% | 7.82% | Q4 2017 | Q2 2022 | 19 |
Cedar Brook Financial Partners, LLC | 19 | 19 | 0.11% | 0.28% | 0.53% | Q4 2018 | Q2 2023 | 19 |
Newfound Research LLC | 19 | 19 | 0.00% | 1.83% | 4.30% | Q4 2015 | Q2 2020 | 19 |
Csenge Advisory Group | 17 | 1 | 0.00% | 0.47% | 1.53% | Q4 2017 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 1.11% | 3.19% | 4.63% | Q4 2018 | Q2 2023 | 19 |
Fragasso Group Inc. | 10 | 1 | 0.03% | 0.09% | 0.69% | Q4 2017 | Q4 2023 | 19 |
KEMPER Corp | 19 | 19 | 2.64% | 6.12% | 28.62% | Q2 2013 | Q4 2017 | 19 |
Vigilant Capital Management, LLC | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q2 2021 | 19 |
WEALTHFRONT Corp | 19 | 19 | 1.72% | 2.26% | 2.60% | Q1 2014 | Q3 2018 | 19 |
SevenBridge Financial Group, LLC | 13 | 1 | 0.02% | 0.58% | 2.44% | Q2 2016 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.12% | 0.15% | 0.21% | Q2 2018 | Q4 2022 | 19 |
Moisand Fitzgerald Tamayo, LLC | 19 | 19 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q1 2022 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q4 2017 | 19 |
Truvestments Capital LLC | 8 | 2 | 0.00% | 0.02% | 0.18% | Q2 2018 | Q3 2023 | 19 |
Wealthstar Advisors, LLC | 10 | 9 | 9.75% | 18.50% | 25.02% | Q1 2018 | Q3 2023 | 19 |
QUANTUM CAPITAL MANAGEMENT | 14 | 5 | 0.02% | 0.68% | 1.36% | Q2 2013 | Q3 2020 | 19 |
Ninety One UK Ltd | 19 | 19 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q4 2017 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.03% | 0.11% | 0.33% | Q2 2013 | Q4 2017 | 19 |
Vision Capital Management, Inc. | 14 | 5 | 1.31% | 1.90% | 2.55% | Q1 2018 | Q3 2023 | 19 |
Stratos Investment Management, LLC | 19 | 19 | 0.47% | 1.30% | 2.19% | Q1 2019 | Q3 2023 | 19 |
Certified Advisory Corp | 11 | 8 | 0.05% | 0.26% | 0.60% | Q4 2017 | Q4 2022 | 19 |
Van Hulzen Asset Management, LLC | 14 | 2 | 0.06% | 1.01% | 2.28% | Q1 2015 | Q3 2023 | 19 |
Carnegie Capital Asset Management, LLC | 14 | 1 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q2 2022 | 19 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.41% | 3.08% | Q1 2015 | Q3 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.06% | 0.18% | 0.40% | Q1 2019 | Q3 2023 | 19 |
DIMENSION CAPITAL MANAGEMENT LLC | 18 | 1 | 0.05% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 19 |
Claraphi Advisory Network, LLC | 18 | 18 | 0.12% | 0.23% | 0.62% | Q2 2018 | Q3 2022 | 18 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.01% | 0.11% | 0.32% | Q1 2017 | Q2 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.14% | 0.20% | 0.39% | Q2 2013 | Q3 2017 | 18 |
Legacy Private Trust Co. | 12 | 1 | 0.03% | 0.23% | 2.96% | Q2 2013 | Q2 2022 | 18 |
Partnervest Advisory Services LLC | 9 | 4 | 0.01% | 0.27% | 0.55% | Q2 2013 | Q1 2020 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.16% | 0.45% | 1.80% | Q2 2013 | Q3 2017 | 18 |
Bluefin Trading, LLC | 6 | 1 | 0.01% | 1.94% | 16.14% | Q2 2013 | Q2 2020 | 18 |
Sunbelt Securities, Inc. | 11 | 1 | 0.01% | 0.13% | 0.24% | Q4 2016 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.01% | 0.06% | 0.14% | Q2 2019 | Q3 2023 | 18 |
COMERICA SECURITIES,INC. | 14 | 4 | 0.02% | 0.41% | 1.42% | Q1 2019 | Q3 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.00% | 0.31% | 2.86% | Q4 2015 | Q1 2020 | 18 |
Confluence Wealth Management LLC | 18 | 18 | 0.11% | 0.22% | 0.26% | Q1 2014 | Q2 2018 | 18 |
MayTech Global Investments, LLC | 18 | 18 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q2 2022 | 18 |
Point72 Asset Management, L.P. | 5 | 2 | 0.01% | 0.14% | 0.66% | Q1 2020 | Q3 2023 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.01% | 0.14% | 1.70% | Q4 2014 | Q1 2019 | 18 |
CAPE COD FIVE CENTS SAVINGS BANK | 16 | 2 | 0.03% | 0.10% | 0.20% | Q2 2013 | Q4 2017 | 18 |
HM PAYSON & CO | 11 | 7 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2020 | 18 |
SENTRY INVESTMENT MANAGEMENT LLC | 18 | 18 | 5.97% | 8.26% | 9.47% | Q2 2013 | Q3 2017 | 18 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 3 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 18 |
Investors Research Corp | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 18 | 18 | 0.31% | 0.78% | 1.61% | Q2 2019 | Q3 2023 | 18 |
CALTON & ASSOCIATES, INC. | 18 | 18 | 0.08% | 0.26% | 0.68% | Q4 2017 | Q1 2022 | 18 |
LIBERTY WEALTH MANAGEMENT LLC | 14 | 1 | 0.01% | 0.97% | 3.76% | Q4 2018 | Q3 2023 | 18 |
Trek Financial, LLC | 17 | 1 | 0.15% | 4.48% | 14.10% | Q4 2018 | Q3 2023 | 18 |
USA FINANCIAL FORMULAS | 11 | 3 | 0.01% | 0.45% | 1.61% | Q4 2018 | Q3 2023 | 18 |
Paragon Capital Management Ltd | 14 | 4 | 0.17% | 0.33% | 0.44% | Q2 2013 | Q4 2017 | 18 |
HANSEATIC MANAGEMENT SERVICES INC | 18 | 18 | 0.01% | 0.20% | 0.83% | Q2 2019 | Q3 2023 | 18 |
Jackson Hole Capital Partners, LLC | 18 | 18 | 0.04% | 0.09% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Princeton Portfolio Strategies Group LLC | 18 | 18 | 0.07% | 0.23% | 0.56% | Q1 2017 | Q2 2021 | 18 |
Gladstone Institutional Advisory LLC | 18 | 18 | 0.05% | 0.14% | 0.34% | Q2 2019 | Q3 2023 | 18 |
TD Ameritrade Trust Co | 18 | 18 | 1.75% | 3.10% | 4.08% | Q2 2013 | Q3 2017 | 18 |
GREENWOOD CAPITAL ASSOCIATES LLC | 13 | 5 | 0.01% | 0.32% | 3.12% | Q3 2013 | Q2 2023 | 18 |
New Capital Management LP | 18 | 18 | 0.02% | 0.32% | 0.64% | Q4 2016 | Q1 2021 | 18 |
Wealthstreet Investment Advisors, LLC | 18 | 18 | 0.13% | 0.48% | 1.39% | Q4 2017 | Q1 2022 | 18 |
Arrow Investment Advisors, LLC | 4 | 3 | 1.01% | 1.37% | 2.29% | Q1 2017 | Q3 2023 | 18 |
Fortis Advisors, LLC | 11 | 7 | 0.01% | 0.70% | 1.96% | Q4 2017 | Q3 2023 | 18 |
HEADINVEST, LLC | 13 | 1 | 0.03% | 0.08% | 0.11% | Q1 2015 | Q3 2023 | 18 |
BENJAMIN EDWARDS INC | 10 | 8 | 0.01% | 0.25% | 0.87% | Q1 2019 | Q3 2023 | 18 |
FIRST NATIONAL TRUST CO | 11 | 1 | 0.03% | 0.06% | 0.11% | Q1 2015 | Q3 2021 | 18 |
Summit X, LLC | 10 | 1 | 0.14% | 1.06% | 2.60% | Q2 2017 | Q3 2023 | 18 |
Cypress Wealth Services, LLC | 13 | 1 | 0.09% | 0.78% | 2.55% | Q4 2017 | Q3 2023 | 18 |
MISSION WEALTH MANAGEMENT, LP | 17 | 1 | 0.01% | 0.04% | 0.07% | Q1 2017 | Q3 2021 | 18 |
REILLY FINANCIAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.20% | 0.94% | Q2 2013 | Q4 2021 | 18 |
Elo Mutual Pension Insurance Co | 18 | 18 | 0.88% | 3.02% | 4.79% | Q2 2019 | Q3 2023 | 18 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8 | 4 | 0.01% | 0.10% | 0.38% | Q2 2013 | Q1 2021 | 18 |
Verdence Capital Advisors LLC | 18 | 18 | 0.03% | 0.11% | 0.38% | Q2 2019 | Q3 2023 | 18 |
SCS Capital Management LLC | 16 | 1 | 0.01% | 1.00% | 5.57% | Q3 2013 | Q2 2021 | 18 |
First National Bank of Hutchinson | 10 | 8 | 0.39% | 4.92% | 10.80% | Q2 2013 | Q1 2022 | 18 |
SimpliFi, Inc. | 18 | 18 | 0.30% | 9.30% | 15.41% | Q2 2019 | Q3 2023 | 18 |
Brevan Howard Capital Management LP | 7 | 2 | 0.03% | 5.30% | 24.19% | Q2 2017 | Q3 2023 | 18 |
IFG Advisory, LLC | 10 | 1 | 0.02% | 0.12% | 0.37% | Q4 2017 | Q3 2023 | 17 |
DFPG INVESTMENTS, LLC | 9 | 3 | 0.05% | 0.29% | 1.50% | Q4 2018 | Q3 2023 | 17 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q4 2016 | 17 |
Evolution Wealth Advisors, LLC | 16 | 1 | 0.03% | 0.58% | 3.87% | Q4 2018 | Q3 2023 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 0.14% | 0.23% | 0.33% | Q1 2019 | Q1 2023 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.08% | 0.30% | Q2 2013 | Q3 2014 | 17 |
Simply Money Advisors | 15 | 2 | 0.00% | 4.54% | 7.95% | Q2 2013 | Q1 2018 | 17 |
TWO SIGMA SECURITIES, LLC | 3 | 1 | 0.00% | 0.18% | 2.10% | Q4 2014 | Q3 2023 | 17 |
Patten Group, Inc. | 17 | 17 | 0.06% | 0.19% | 0.38% | Q4 2014 | Q4 2018 | 17 |
Legal & General Group Plc | 6 | 2 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q3 2023 | 17 |
VOYA INVESTMENT MANAGEMENT LLC | 15 | 2 | 0.00% | 0.15% | 0.74% | Q2 2013 | Q3 2023 | 17 |
STERLING INVESTMENT ADVISORS LLC /ADV | 17 | 17 | 8.94% | 10.42% | 12.26% | Q4 2014 | Q4 2018 | 17 |
STOCK YARDS BANK & TRUST CO | 10 | 1 | 0.01% | 0.05% | 0.22% | Q2 2013 | Q4 2022 | 17 |
Pacifica Partners Inc. | 17 | 17 | 1.01% | 1.38% | 2.04% | Q4 2019 | Q4 2023 | 17 |
BEACON TRUST CO | 17 | 17 | 0.28% | 0.74% | 2.44% | Q1 2013 | Q1 2017 | 17 |
CreativeOne Wealth, LLC | 14 | 1 | 0.00% | 0.16% | 0.58% | Q2 2019 | Q3 2023 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.04% | 0.10% | 0.34% | Q2 2013 | Q2 2017 | 17 |
AVALON CAPITAL MANAGEMENT | 17 | 17 | 2.25% | 3.69% | 9.83% | Q2 2013 | Q2 2017 | 17 |
PEDDOCK CAPITAL ADVISORS, LLC | 11 | 1 | 0.00% | 0.16% | 0.61% | Q4 2013 | Q4 2020 | 17 |
B. Riley Wealth Management, Inc. | 7 | 4 | 0.00% | 0.07% | 0.20% | Q1 2014 | Q2 2022 | 17 |
WFG Advisors, LP | 17 | 17 | 0.02% | 0.09% | 0.24% | Q2 2013 | Q2 2017 | 17 |
Bank Pictet & Cie (Europe) AG | 13 | 4 | 0.01% | 0.06% | 0.46% | Q2 2019 | Q3 2023 | 17 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.02% | 2.08% | 4.77% | Q4 2017 | Q3 2022 | 17 |
Stonebridge Capital Advisors LLC | 12 | 5 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.01% | 0.03% | 0.10% | Q4 2019 | Q3 2023 | 17 |
MA Private Wealth | 17 | 17 | 0.16% | 2.46% | 6.59% | Q4 2018 | Q4 2022 | 17 |
ALLIANZ INVESTMENT MANAGEMENT LLC | 17 | 17 | 66.48% | 81.28% | 96.23% | Q4 2016 | Q4 2020 | 17 |
JNBA Financial Advisors | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2023 | 17 |
Strategic Investment Advisors / MI | 16 | 1 | 0.33% | 1.85% | 3.96% | Q2 2019 | Q3 2023 | 17 |
INSIGHT 2811, INC. | 8 | 1 | 0.14% | 0.43% | 1.21% | Q1 2015 | Q2 2023 | 17 |
DONALDSON CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.14% | 0.38% | 0.47% | Q3 2019 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.01% | 0.06% | 0.52% | Q1 2018 | Q1 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2017 | 17 |
Stone House Investment Management, LLC | 12 | 1 | 0.77% | 3.26% | 5.87% | Q4 2016 | Q3 2023 | 17 |
ALTERNA WEALTH MANAGEMENT, INC | 9 | 8 | 0.06% | 2.42% | 4.47% | Q4 2018 | Q3 2023 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 1.51% | 2.07% | 2.85% | Q3 2019 | Q3 2023 | 17 |
FIRST FOUNDATION ADVISORS | 7 | 1 | 0.01% | 0.09% | 0.58% | Q4 2013 | Q3 2023 | 17 |
AlphaStar Capital Management, LLC | 16 | 1 | 0.02% | 0.15% | 0.28% | Q3 2018 | Q1 2023 | 17 |
AMP Capital Investors Ltd | 14 | 3 | 0.00% | 0.13% | 0.59% | Q2 2013 | Q4 2020 | 17 |
Fiduciary Trust Co International of Pennsylvania | 8 | 1 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q1 2020 | 17 |
Private Capital Group, LLC | 9 | 8 | 0.01% | 0.14% | 0.50% | Q4 2017 | Q1 2022 | 17 |
ROCKY MOUNTAIN ADVISERS, LLC | 12 | 5 | 0.01% | 0.08% | 0.23% | Q3 2017 | Q3 2023 | 17 |
Grantham, Mayo, Van Otterloo & Co. LLC | 17 | 17 | 0.05% | 0.61% | 0.91% | Q3 2016 | Q3 2020 | 17 |
Mount Lucas Management LP | 4 | 1 | 0.01% | 0.17% | 0.32% | Q1 2016 | Q2 2023 | 17 |
Clearstead Advisors, LLC | 15 | 2 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 17 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.01% | 0.18% | 0.64% | Q1 2016 | Q3 2023 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Clarus Wealth Advisors | 6 | 5 | 0.05% | 0.54% | 1.33% | Q2 2018 | Q2 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.06% | 0.18% | 0.35% | Q2 2013 | Q1 2017 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 16 |
BROWN BROTHERS HARRIMAN & CO | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 16 |
Mitsubishi UFJ Asset Management Co., Ltd. | 16 | 16 | 0.04% | 0.22% | 0.44% | Q4 2019 | Q3 2023 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.00% | 0.09% | 0.38% | Q4 2017 | Q3 2023 | 16 |
Choate Investment Advisors | 15 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 16 |
Titus Wealth Management | 12 | 1 | 0.08% | 0.54% | 0.93% | Q1 2018 | Q2 2022 | 16 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 16 |
Wellington Shields Capital Management, LLC | 10 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q2 2017 | 16 |
AT Bancorp | 11 | 2 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q4 2018 | 16 |
Windhaven Investment Management, Inc. | 13 | 3 | 0.00% | 2.21% | 4.36% | Q2 2013 | Q1 2018 | 16 |
10-15 ASSOCIATES, INC. | 16 | 16 | 0.06% | 0.11% | 0.18% | Q2 2013 | Q1 2017 | 16 |
WELLINGTON MANAGEMENT GROUP LLP | 6 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q1 2023 | 16 |
Beaumont Financial Partners, LLC | 9 | 1 | 0.02% | 0.34% | 4.73% | Q1 2015 | Q4 2021 | 16 |
Bangor Savings Bank | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Cambria Investment Management, L.P. | 12 | 4 | 0.00% | 0.74% | 1.99% | Q4 2014 | Q4 2019 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.08% | 0.20% | 0.30% | Q4 2019 | Q3 2023 | 16 |
QUATTRO FINANCIAL ADVISORS LLC | 5 | 1 | 0.06% | 1.85% | 5.60% | Q1 2017 | Q2 2023 | 16 |
COHEN LAWRENCE B | 15 | 1 | 0.11% | 0.73% | 1.53% | Q2 2013 | Q4 2021 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 16 |
Wall Capital Group, Inc. | 12 | 4 | 0.11% | 0.23% | 0.95% | Q2 2017 | Q4 2021 | 16 |
Canton Hathaway, LLC | 11 | 2 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q4 2022 | 16 |
ProVise Management Group, LLC | 13 | 1 | 0.03% | 0.10% | 0.21% | Q2 2013 | Q3 2023 | 16 |
PICTON MAHONEY ASSET MANAGEMENT | 16 | 16 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.64% | 1.07% | 1.74% | Q4 2019 | Q3 2023 | 16 |
OLD NATIONAL BANCORP /IN/ | 16 | 16 | 0.01% | 0.13% | 0.79% | Q1 2015 | Q4 2018 | 16 |
TOWNSQUARE CAPITAL LLC | 7 | 4 | 0.01% | 0.14% | 0.41% | Q1 2019 | Q3 2023 | 16 |
WEATHERLY ASSET MANAGEMENT L. P. | 10 | 6 | 0.03% | 0.06% | 0.10% | Q3 2016 | Q2 2021 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.12% | 0.33% | 0.65% | Q4 2019 | Q3 2023 | 16 |
Chicago Partners Investment Group LLC | 16 | 16 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2018 | 16 |
TOTAL INVESTMENT MANAGEMENT INC | 15 | 1 | 0.09% | 0.82% | 1.22% | Q4 2016 | Q1 2021 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.05% | 0.28% | 0.56% | Q4 2019 | Q3 2023 | 16 |
VeraBank, N.A. | 16 | 16 | 0.29% | 0.43% | 0.56% | Q4 2018 | Q3 2022 | 16 |
Robertson Stephens Wealth Management, LLC | 15 | 1 | 0.03% | 0.97% | 5.34% | Q1 2019 | Q3 2023 | 16 |
VIEWPOINT INVESTMENT PARTNERS CORP | 16 | 16 | 0.24% | 11.96% | 42.40% | Q4 2018 | Q3 2022 | 16 |
Faithward Advisors, LLC | 11 | 5 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 16 |
Clearwater Capital Advisors, LLC | 16 | 16 | 0.06% | 0.49% | 0.92% | Q2 2016 | Q1 2020 | 16 |
TRANSCEND CAPITAL ADVISORS, LLC | 16 | 16 | 0.05% | 0.34% | 0.78% | Q4 2019 | Q3 2023 | 16 |
Realta Investment Advisors | 8 | 2 | 0.02% | 0.07% | 0.13% | Q1 2019 | Q3 2023 | 16 |
Clear Creek Financial Management, LLC | 10 | 6 | 0.04% | 0.71% | 2.31% | Q3 2019 | Q3 2023 | 16 |
GeoWealth Management, LLC | 14 | 2 | 0.02% | 0.74% | 3.85% | Q3 2019 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 0.02% | 0.14% | 0.30% | Q4 2019 | Q3 2023 | 16 |
SPRENG CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.30% | 0.65% | 1.07% | Q4 2019 | Q3 2023 | 16 |
BLACKROCK ADVISORS LLC | 13 | 1 | 0.05% | 0.28% | 0.52% | Q2 2013 | Q4 2016 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.07% | 0.65% | 3.33% | Q4 2019 | Q3 2023 | 16 |
Blue Edge Capital, LLC | 12 | 4 | 0.98% | 1.60% | 2.62% | Q1 2015 | Q4 2020 | 16 |
Aurora Private Wealth, Inc. | 16 | 16 | 0.19% | 1.23% | 2.62% | Q4 2019 | Q3 2023 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.02% | 0.09% | 0.17% | Q4 2019 | Q3 2023 | 16 |
Nationwide Asset Management LLC | 16 | 16 | 0.02% | 5.19% | 56.80% | Q4 2019 | Q3 2023 | 16 |
McNaughton Wealth Management, LLC | 16 | 16 | 0.13% | 1.93% | 2.70% | Q4 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.04% | 0.06% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.16% | 0.46% | 1.02% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
NWK Group, Inc. | 16 | 16 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
VALLEY NATIONAL ADVISERS INC | 10 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.01% | 0.06% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Edmonds Duncan Registered Investment Advisors, LLC | 10 | 6 | 0.09% | 2.91% | 4.93% | Q4 2015 | Q4 2019 | 16 |
Adaptive Financial Consulting, LLC | 16 | 16 | 0.32% | 0.38% | 0.51% | Q4 2019 | Q3 2023 | 16 |
Insight Wealth Partners, LLC | 16 | 16 | 1.70% | 6.85% | 18.21% | Q4 2019 | Q3 2023 | 16 |
TimeScale Financial, Inc. | 15 | 15 | 0.02% | 0.14% | 0.20% | Q2 2019 | Q4 2022 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.06% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Baystate Wealth Management LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 15 |
ARGI Investment Services, LLC | 13 | 2 | 0.01% | 0.65% | 0.98% | Q2 2013 | Q2 2022 | 15 |
McIlrath & Eck, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Stratos Wealth Advisors, LLC | 15 | 15 | 0.03% | 0.37% | 0.83% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 0.23% | 0.36% | Q4 2019 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.07% | 0.16% | 0.23% | Q1 2020 | Q3 2023 | 15 |
D. E. Shaw & Co., Inc. | 7 | 1 | 0.01% | 0.19% | 0.64% | Q1 2016 | Q3 2023 | 15 |
Mokosak Advisory Group, LLC | 15 | 15 | 1.09% | 1.20% | 1.52% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.25% | 0.41% | 0.90% | Q2 2013 | Q4 2016 | 15 |
Chevy Chase Trust Holdings, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2017 | 15 |
AdvicePeriod, LLC | 15 | 15 | 0.39% | 0.59% | 0.81% | Q4 2017 | Q2 2021 | 15 |
Canal Capital Management, LLC | 14 | 1 | 0.05% | 0.36% | 1.35% | Q4 2019 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.04% | 0.44% | 1.69% | Q1 2020 | Q3 2023 | 15 |
Rampart Investment Management Company, LLC | 4 | 1 | 0.02% | 0.24% | 1.34% | Q1 2015 | Q3 2020 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.09% | 0.36% | 1.12% | Q4 2019 | Q2 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.02% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 15 |
CIDEL ASSET MANAGEMENT INC | 15 | 15 | 0.03% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
PhaseCapital LP | 15 | 15 | 1.35% | 42.49% | 68.22% | Q4 2014 | Q2 2018 | 15 |
Procyon Advisors, LLC | 15 | 15 | 0.02% | 0.15% | 0.41% | Q1 2020 | Q3 2023 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2022 | 15 |
Lenox Wealth Management, Inc. | 8 | 1 | 0.00% | 0.12% | 1.14% | Q4 2015 | Q2 2020 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.21% | 0.51% | 0.69% | Q4 2019 | Q3 2023 | 15 |
CEDAR HILL ASSOCIATES, LLC | 15 | 15 | 0.05% | 0.14% | 0.28% | Q2 2013 | Q4 2016 | 15 |
Orion Portfolio Solutions, LLC | 12 | 3 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 15 |
ROVIN CAPITAL /UT/ /ADV | 9 | 6 | 0.47% | 2.29% | 4.54% | Q4 2019 | Q3 2023 | 15 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.14% | 0.37% | 0.97% | Q1 2020 | Q3 2023 | 15 |
Bellecapital International Ltd. | 15 | 15 | 0.29% | 0.52% | 0.98% | Q1 2020 | Q3 2023 | 15 |
Petrus Trust Company, LTA | 15 | 15 | 0.04% | 1.95% | 4.77% | Q1 2020 | Q3 2023 | 15 |
AVIANCE CAPITAL MANAGEMENT, LLC | 11 | 1 | 0.00% | 2.09% | 5.19% | Q2 2013 | Q3 2017 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.25% | 0.44% | 0.70% | Q2 2016 | Q4 2019 | 15 |
KANALY TRUST CO | 15 | 15 | 0.11% | 0.14% | 0.25% | Q2 2013 | Q4 2016 | 15 |
Advisors Preferred, LLC | 5 | 2 | 0.14% | 1.51% | 3.74% | Q4 2013 | Q4 2021 | 15 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 4 | 0.04% | 0.60% | 3.36% | Q4 2019 | Q3 2023 | 15 |
Red Spruce Capital, LLC | 15 | 15 | 0.13% | 0.19% | 0.29% | Q2 2020 | Q4 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Wealth Alliance | 15 | 15 | 0.06% | 0.15% | 0.48% | Q1 2020 | Q3 2023 | 15 |
Elliott Investment Management L.P. | 13 | 1 | 1.14% | 2.75% | 7.89% | Q1 2020 | Q3 2023 | 15 |
WealthPLAN Partners, LLC | 7 | 1 | 0.00% | 0.05% | 0.07% | Q1 2015 | Q3 2023 | 15 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 11 | 4 | 0.04% | 1.48% | 2.91% | Q4 2016 | Q3 2023 | 15 |
Westover Capital Advisors, LLC | 13 | 2 | 0.18% | 0.67% | 1.76% | Q2 2013 | Q4 2017 | 15 |
Risk Paradigm Group, LLC | 13 | 2 | 0.12% | 1.05% | 3.60% | Q1 2015 | Q4 2018 | 15 |
Apriem Advisors | 15 | 15 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Aft, Forsyth & Sober, LLC | 15 | 15 | 1.60% | 6.42% | 27.41% | Q2 2013 | Q4 2016 | 15 |
WOODMONT INVESTMENT COUNSEL LLC | 15 | 15 | 0.15% | 0.19% | 0.22% | Q2 2015 | Q4 2018 | 15 |
Modera Wealth Management, LLC | 9 | 3 | 0.01% | 0.33% | 0.87% | Q4 2013 | Q3 2023 | 15 |
Ironwood Investment Counsel, LLC | 11 | 1 | 0.05% | 0.07% | 0.12% | Q3 2016 | Q1 2023 | 15 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 8 | 1 | 0.00% | 0.28% | 1.25% | Q4 2018 | Q3 2023 | 15 |
Live Your Vision, LLC | 11 | 1 | 0.05% | 0.46% | 5.66% | Q2 2013 | Q1 2019 | 15 |
Simplicity Solutions, LLC | 12 | 1 | 0.01% | 0.22% | 0.63% | Q4 2015 | Q2 2023 | 15 |
NOMURA ASSET MANAGEMENT CO LTD | 6 | 4 | 0.01% | 0.07% | 0.25% | Q1 2016 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q4 2016 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
TrinityPoint Wealth, LLC | 11 | 4 | 0.05% | 0.39% | 0.82% | Q4 2018 | Q4 2022 | 15 |
FOSTER & MOTLEY INC | 12 | 3 | 0.04% | 0.15% | 0.37% | Q2 2013 | Q4 2021 | 15 |
Soros Fund Management | 9 | 4 | 0.16% | 2.54% | 5.35% | Q1 2020 | Q3 2023 | 15 |
Chesley Taft & Associates LLC | 11 | 1 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q3 2023 | 15 |
Diversified Portfolios, Inc. | 14 | 1 | 0.12% | 0.19% | 0.34% | Q4 2014 | Q4 2019 | 15 |
Braver Wealth Management, LLC | 15 | 15 | 1.30% | 1.91% | 3.60% | Q2 2013 | Q4 2016 | 15 |
STRATEGY ASSET MANAGERS LLC | 6 | 1 | 0.06% | 0.27% | 1.60% | Q2 2013 | Q2 2023 | 15 |
MASON STREET ADVISORS, LLC | 15 | 15 | 0.08% | 0.40% | 0.87% | Q2 2013 | Q4 2016 | 15 |
Montecito Bank & Trust | 13 | 1 | 0.25% | 0.53% | 1.17% | Q2 2013 | Q4 2016 | 14 |
NORTHERN CAPITAL MANAGEMENT LLC | 14 | 14 | 0.54% | 1.53% | 2.12% | Q3 2015 | Q4 2018 | 14 |
Legacy Advisors, LLC | 14 | 14 | 0.11% | 0.22% | 0.32% | Q4 2016 | Q1 2020 | 14 |
Cognios Capital, LLC | 14 | 14 | 0.15% | 0.18% | 0.23% | Q3 2015 | Q4 2018 | 14 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 1 | 0.00% | 0.06% | 0.24% | Q3 2016 | Q3 2023 | 14 |
Trilogy Capital Inc. | 12 | 2 | 0.00% | 0.76% | 1.33% | Q1 2018 | Q1 2022 | 14 |
PIERSHALE FINANCIAL GROUP, INC. | 6 | 1 | 0.01% | 4.39% | 13.15% | Q3 2013 | Q4 2021 | 14 |
HAYS ADVISORY LLC | 8 | 6 | 0.14% | 0.34% | 0.58% | Q3 2014 | Q3 2018 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.08% | 0.26% | 0.58% | Q3 2014 | Q4 2017 | 14 |
NVWM, LLC | 8 | 1 | 0.00% | 0.47% | 2.00% | Q4 2017 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.04% | 0.06% | 0.13% | Q2 2019 | Q3 2022 | 14 |
Susquehanna International Group Ltd. | 5 | 1 | 0.41% | 10.94% | 29.28% | Q2 2019 | Q3 2023 | 14 |
WESTWOOD HOLDINGS GROUP INC | 13 | 1 | 0.00% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 14 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 14 | 14 | 1.45% | 1.90% | 2.22% | Q2 2020 | Q3 2023 | 14 |
Meiji Yasuda Life Insurance Co | 14 | 14 | 10.88% | 22.44% | 48.27% | Q2 2020 | Q3 2023 | 14 |
Keel Point, LLC | 7 | 1 | 0.02% | 0.41% | 1.39% | Q3 2017 | Q3 2023 | 14 |
Virtu KCG Holdings LLC | 9 | 5 | 0.00% | 0.07% | 0.25% | Q3 2013 | Q2 2017 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Mascoma Wealth Management LLC | 6 | 2 | 0.00% | 0.18% | 2.01% | Q4 2016 | Q4 2022 | 14 |
AMG National Trust Bank | 14 | 14 | 0.12% | 0.29% | 0.41% | Q2 2020 | Q3 2023 | 14 |
55I, LLC | 14 | 14 | 0.09% | 1.46% | 4.17% | Q4 2018 | Q1 2022 | 14 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 1 | 0.04% | 0.39% | 0.63% | Q1 2013 | Q3 2023 | 14 |
Guidance Point Advisors, LLC | 14 | 14 | 0.20% | 0.53% | 1.10% | Q4 2018 | Q1 2022 | 14 |
Strategic Blueprint, LLC | 13 | 1 | 0.01% | 0.14% | 0.29% | Q3 2019 | Q3 2023 | 14 |
Global Wealth Management Investment Advisory, Inc. | 10 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 14 |
Burleson & Company, LLC | 12 | 2 | 0.01% | 0.36% | 0.68% | Q1 2019 | Q4 2022 | 14 |
American Financial Advisors, LLC | 14 | 14 | 0.35% | 2.80% | 8.22% | Q4 2018 | Q1 2022 | 14 |
Bay Harbor Wealth Management, LLC | 12 | 1 | 0.01% | 1.06% | 3.36% | Q4 2018 | Q3 2023 | 14 |
Miracle Mile Advisors, LLC | 14 | 14 | 0.02% | 0.43% | 0.86% | Q2 2020 | Q3 2023 | 14 |
Parasol Investment Management, LLC | 14 | 14 | 3.19% | 6.55% | 17.75% | Q3 2013 | Q4 2016 | 14 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.06% | 0.89% | 6.77% | Q1 2016 | Q3 2023 | 14 |
JT Stratford LLC | 14 | 14 | 0.14% | 0.22% | 0.49% | Q2 2020 | Q3 2023 | 14 |
MFA WEALTH ADVISORS, LLC | 9 | 5 | 0.25% | 2.40% | 10.41% | Q4 2017 | Q2 2021 | 14 |
Yellowstone Partners, LLC | 12 | 2 | 0.14% | 0.64% | 0.88% | Q4 2013 | Q4 2017 | 14 |
Friedenthal Financial | 10 | 1 | 0.13% | 2.54% | 7.29% | Q4 2013 | Q2 2023 | 14 |
Higher Moment Capital LP | 8 | 6 | 7.49% | 31.03% | 59.88% | Q4 2013 | Q4 2017 | 14 |
Almanack Investment Partners, LLC. | 9 | 1 | 0.02% | 0.68% | 4.72% | Q4 2016 | Q2 2023 | 14 |
Independence Bank of Kentucky | 14 | 14 | 0.15% | 0.30% | 0.44% | Q2 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.08% | 0.23% | 0.53% | Q4 2019 | Q3 2023 | 14 |
Northwest Bancshares, Inc. | 13 | 1 | 0.05% | 4.25% | 9.05% | Q4 2017 | Q2 2021 | 14 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 14 | 14 | 1.61% | 2.19% | 2.74% | Q2 2020 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.10% | 0.39% | Q4 2015 | Q1 2019 | 14 |
Capital Investment Counsel, Inc | 11 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 14 |
Wealth Quarterback LLC | 6 | 1 | 0.19% | 3.31% | 5.62% | Q1 1987 | Q3 2023 | 14 |
Invst, LLC | 8 | 1 | 0.03% | 2.11% | 6.30% | Q2 2019 | Q3 2023 | 14 |
Citizens National Bank Trust Department | 14 | 14 | 0.01% | 0.12% | 0.22% | Q2 2020 | Q3 2023 | 14 |
Affinity Capital Advisors, LLC | 14 | 14 | 0.07% | 0.20% | 0.44% | Q4 2019 | Q1 2023 | 14 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 9 | 2 | 0.20% | 3.42% | 7.11% | Q3 2017 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.16% | 0.45% | 0.85% | Q2 2020 | Q3 2023 | 14 |
Richard Bernstein Advisors LLC | 7 | 1 | 0.00% | 1.81% | 6.25% | Q2 2013 | Q3 2023 | 14 |
IAG Wealth Partners, LLC | 14 | 14 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q1 2023 | 14 |
Institute for Wealth Management, LLC. | 6 | 1 | 0.00% | 0.06% | 0.19% | Q2 2013 | Q2 2023 | 14 |
J.Safra Asset Management Corp | 8 | 1 | 0.09% | 0.94% | 8.32% | Q1 2016 | Q3 2023 | 14 |
Sabal Trust CO | 8 | 6 | 0.03% | 0.14% | 1.33% | Q2 2013 | Q1 2022 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.01% | 0.52% | 2.88% | Q1 2017 | Q2 2020 | 14 |
Ridgewood Investments LLC | 14 | 14 | 0.30% | 0.41% | 0.50% | Q2 2020 | Q3 2023 | 14 |
Pactiv General Employee Benefit Trust | 6 | 2 | 0.89% | 41.82% | 100.00% | Q4 2018 | Q3 2023 | 13 |
Financial Partners Group, Inc | 5 | 2 | 0.06% | 0.31% | 1.39% | Q4 2017 | Q3 2023 | 13 |
tru Independence LLC | 9 | 1 | 0.02% | 0.19% | 0.30% | Q4 2019 | Q3 2023 | 13 |
Founders Capital Management | 13 | 13 | 0.01% | 0.04% | 0.08% | Q1 2017 | Q1 2020 | 13 |
Bernardo Wealth Planning LLC | 13 | 13 | 0.14% | 1.25% | 4.51% | Q2 2019 | Q2 2022 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.02% | 0.21% | 0.79% | Q1 2013 | Q3 2023 | 13 |
UBP Investment Advisors SA | 13 | 13 | 0.21% | 0.38% | 0.68% | Q3 2019 | Q3 2022 | 13 |
First Command Advisory Services, Inc. | 10 | 1 | 0.00% | 5.21% | 67.69% | Q4 2017 | Q3 2023 | 13 |
Tactical Allocation Group LLC | 13 | 13 | 5.64% | 9.20% | 12.49% | Q2 2013 | Q2 2016 | 13 |
Tradewinds Capital Management, LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2022 | 13 |
Granite Investment Partners, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.63% | 0.97% | 1.50% | Q3 2020 | Q3 2023 | 13 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 7 | 1 | 0.04% | 0.20% | 0.36% | Q3 2016 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
EVOKE WEALTH, LLC | 11 | 1 | 0.00% | 0.04% | 0.22% | Q3 2019 | Q3 2023 | 13 |
Shinko Asset Management Co., Ltd. | 13 | 13 | 0.13% | 0.21% | 0.47% | Q3 2013 | Q3 2016 | 13 |
DENVER INVESTMENT ADVISORS LLC | 13 | 13 | 0.03% | 0.04% | 0.06% | Q1 2015 | Q1 2018 | 13 |
Brookfield Asset Management | 11 | 2 | 0.01% | 0.06% | 0.29% | Q4 2016 | Q2 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.11% | 0.20% | 0.28% | Q3 2020 | Q3 2023 | 13 |
Hanlon Investment Management, Inc. | 7 | 2 | 0.03% | 0.49% | 0.99% | Q1 2019 | Q3 2023 | 13 |
BCS Wealth Management | 12 | 1 | 0.11% | 0.13% | 0.17% | Q2 2020 | Q3 2023 | 13 |
McKinley Carter Wealth Services, Inc. | 12 | 1 | 0.05% | 0.74% | 2.96% | Q2 2013 | Q3 2023 | 13 |
FIRST CITIZENS BANK & TRUST CO | 12 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 13 |
Summit Financial Wealth Advisors, LLC | 6 | 3 | 0.01% | 0.10% | 0.16% | Q4 2014 | Q3 2018 | 13 |
Independent Order of Foresters | 13 | 13 | 1.41% | 10.40% | 24.29% | Q2 2013 | Q2 2016 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.09% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.03% | 0.83% | 1.79% | Q2 2014 | Q2 2017 | 13 |
TLWM | 12 | 1 | 0.08% | 0.13% | 0.39% | Q3 2019 | Q1 2023 | 13 |
Centiva Capital, LP | 2 | 1 | 0.01% | 1.75% | 7.45% | Q3 2018 | Q3 2023 | 13 |
Bogart Wealth, LLC | 13 | 13 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Pinnacle Wealth Management Advisory Group, LLC | 13 | 13 | 0.16% | 0.73% | 1.81% | Q4 2014 | Q4 2017 | 13 |
American Family Insurance Mutual Holding Co | 13 | 13 | 0.14% | 4.72% | 19.94% | Q3 2020 | Q3 2023 | 13 |
Townsend & Associates, Inc | 5 | 4 | 0.22% | 1.09% | 3.63% | Q4 2017 | Q3 2023 | 13 |
LVZ, Inc. | 8 | 2 | 0.06% | 3.91% | 6.99% | Q4 2014 | Q3 2023 | 13 |
Cerity Partners LLC | 12 | 1 | 0.02% | 0.16% | 0.28% | Q2 2020 | Q3 2023 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 13 |
TRUEFG, LLC | 9 | 4 | 0.09% | 0.14% | 0.22% | Q4 2019 | Q1 2023 | 13 |
BAILARD, INC. | 10 | 1 | 0.01% | 1.03% | 8.84% | Q2 2013 | Q3 2020 | 13 |
Single Point Partners, LLC | 7 | 6 | 0.10% | 0.55% | 1.07% | Q4 2019 | Q1 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.08% | 0.17% | 0.42% | Q3 2020 | Q3 2023 | 13 |
First Personal Financial Services | 7 | 1 | 0.00% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 13 |
ATWOOD & PALMER INC | 10 | 3 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q2 2021 | 13 |
HHM Wealth Advisors, LLC | 10 | 3 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.00% | 0.04% | 0.10% | Q1 2020 | Q3 2023 | 13 |
Global Endowment Management, LP | 6 | 1 | 0.13% | 0.25% | 0.52% | Q2 2013 | Q4 2020 | 13 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2018 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.14% | 0.28% | 0.75% | Q2 2013 | Q2 2016 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.40% | 0.63% | 0.94% | Q2 2013 | Q2 2016 | 13 |
AMERICAN NATIONAL BANK | 5 | 4 | 0.00% | 0.03% | 0.08% | Q3 2014 | Q3 2023 | 13 |
GABLES CAPITAL MANAGEMENT INC. | 13 | 13 | 0.07% | 0.09% | 0.11% | Q1 2018 | Q1 2021 | 13 |
WBI INVESTMENTS, LLC | 5 | 1 | 0.12% | 3.56% | 11.24% | Q3 2013 | Q2 2018 | 13 |
Fort Point Capital Partners LLC | 6 | 1 | 0.11% | 0.20% | 0.30% | Q4 2013 | Q3 2023 | 13 |
Old Port Advisors | 12 | 1 | 0.08% | 0.13% | 0.18% | Q2 2018 | Q3 2021 | 13 |
LBA Wealth Management, LLC | 13 | 13 | 0.01% | 0.02% | 0.09% | Q1 2014 | Q1 2017 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 1.97% | 2.26% | 2.65% | Q2 2013 | Q2 2016 | 13 |
Arden Trust Co | 13 | 13 | 0.20% | 0.45% | 0.82% | Q2 2019 | Q2 2022 | 13 |
Florin Court Capital LLP | 4 | 1 | 0.52% | 5.18% | 11.64% | Q1 2017 | Q1 2023 | 13 |
CADENCE BANK NA | 8 | 2 | 0.09% | 0.12% | 0.17% | Q2 2013 | Q2 2022 | 13 |
Leelyn Smith, LLC | 10 | 2 | 0.00% | 0.09% | 0.16% | Q4 2019 | Q4 2022 | 12 |
MEITAV INVESTMENT HOUSE LTD | 8 | 1 | 0.00% | 0.07% | 0.20% | Q1 2018 | Q2 2023 | 12 |
Tranquility Partners, LLC | 12 | 12 | 0.19% | 0.24% | 0.29% | Q2 2019 | Q1 2022 | 12 |
BOSTON ADVISORS LLC | 10 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2019 | 12 |
Abbrea Capital, LLC | 6 | 1 | 0.03% | 0.11% | 0.22% | Q4 2016 | Q2 2021 | 12 |
Center For Asset Management LLC | 12 | 12 | 3.08% | 4.42% | 5.88% | Q4 2020 | Q3 2023 | 12 |
CRA Financial Services, LLC | 12 | 12 | 0.06% | 0.10% | 0.14% | Q2 2019 | Q1 2022 | 12 |
Pacific Wealth Management | 12 | 12 | 2.46% | 5.70% | 13.10% | Q4 2020 | Q3 2023 | 12 |
JONES FINANCIAL COMPANIES LLLP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 12 |
Providence First Trust Co | 12 | 12 | 1.05% | 1.54% | 1.97% | Q4 2020 | Q3 2023 | 12 |
Antonetti Capital Management LLC | 6 | 1 | 0.03% | 0.38% | 4.06% | Q2 2010 | Q3 2022 | 12 |
SUMMIT FINANCIAL GROUP, INC. | 12 | 12 | 0.07% | 0.12% | 0.23% | Q2 2019 | Q1 2022 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.04% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
ISLAY CAPITAL MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Capital Advisors, Ltd. LLC | 11 | 1 | 0.01% | 0.01% | 0.04% | Q4 2015 | Q2 2019 | 12 |
New England Professional Planning Group Inc. | 12 | 12 | 0.32% | 0.40% | 0.49% | Q4 2020 | Q3 2023 | 12 |
Wealth Advisory Solutions, LLC | 5 | 2 | 0.11% | 0.29% | 0.66% | Q4 2019 | Q1 2023 | 12 |
Laidlaw Wealth Management LLC | 7 | 5 | 0.07% | 0.20% | 0.46% | Q4 2019 | Q2 2023 | 12 |
Peachtree Investment Advisors, Inc. | 12 | 12 | 0.20% | 0.29% | 0.35% | Q2 2014 | Q1 2017 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 6 | 1 | 0.02% | 0.59% | 6.02% | Q4 2016 | Q4 2021 | 12 |
Beacon Pointe Advisors, LLC | 11 | 1 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
OPPENHEIMER ASSET MANAGEMENT INC. | 5 | 3 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2021 | 12 |
Renasant Bank | 12 | 12 | 0.71% | 0.82% | 1.00% | Q4 2020 | Q3 2023 | 12 |
Leucadia National | 4 | 4 | 0.07% | 0.48% | 1.33% | Q4 2022 | Q3 2023 | 12 |
Solstein Capital, LLC | 10 | 2 | 0.10% | 0.40% | 1.46% | Q2 2020 | Q3 2023 | 12 |
ProShare Advisors LLC | 7 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2016 | 12 |
Column Capital Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
CVA Family Office, LLC | 11 | 1 | 0.01% | 0.03% | 0.11% | Q1 2020 | Q3 2023 | 12 |
Fluent Financial, LLC | 8 | 4 | 0.14% | 0.57% | 1.47% | Q4 2017 | Q3 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 8 | 4 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.09% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Ahrens Investment Partners LLC | 7 | 2 | 0.02% | 0.44% | 1.01% | Q4 2016 | Q1 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
RAND WEALTH, LLC | 7 | 5 | 0.03% | 0.65% | 2.10% | Q3 2015 | Q3 2018 | 12 |
Glen Harbor Capital Management LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2019 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 3.79% | 7.94% | 12.25% | Q4 2020 | Q3 2023 | 12 |
GRIMES & COMPANY, INC. | 7 | 1 | 0.02% | 4.01% | 7.14% | Q1 2016 | Q3 2020 | 12 |
Analyst IMS Investment Management Services Ltd. | 12 | 12 | 0.07% | 0.20% | 0.28% | Q1 2016 | Q4 2018 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.26% | 0.40% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Stonebridge Financial Planning Group, LLC | 7 | 5 | 0.01% | 0.57% | 1.99% | Q2 2020 | Q3 2023 | 12 |
HOHIMER WEALTH MANAGEMENT, LLC | 12 | 12 | 0.07% | 0.31% | 0.57% | Q4 2019 | Q3 2022 | 12 |
Gilbert & Cook, Inc. | 12 | 12 | 0.07% | 1.17% | 1.90% | Q4 2020 | Q3 2023 | 12 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.04% | 0.24% | 1.81% | Q4 2020 | Q3 2023 | 12 |
Truepoint, Inc. | 6 | 1 | 0.02% | 0.06% | 0.12% | Q1 2016 | Q4 2019 | 12 |
TORONTO DOMINION BANK | 6 | 2 | 0.00% | 0.19% | 0.99% | Q4 2018 | Q3 2023 | 12 |
BHK Investment Advisors, LLC | 10 | 2 | 0.11% | 0.13% | 0.22% | Q1 2018 | Q3 2023 | 12 |
Verde Capital Management | 9 | 3 | 0.08% | 0.15% | 0.19% | Q2 2020 | Q3 2023 | 12 |
New Potomac Partners, LLC | 12 | 12 | 0.03% | 0.07% | 0.11% | Q4 2017 | Q3 2020 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.04% | 0.26% | 0.51% | Q4 2020 | Q3 2023 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.09% | 0.45% | 1.75% | Q4 2020 | Q3 2023 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.27% | 0.57% | 0.97% | Q4 2015 | Q3 2018 | 12 |
Tyers Asset Management LLC | 12 | 12 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q3 2019 | 12 |
HUTCHENS INVESTMENT MANAGEMENT INC | 8 | 4 | 0.00% | 0.70% | 1.44% | Q4 2014 | Q4 2017 | 12 |
Centerpoint Advisors, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.06% | 0.59% | 1.43% | Q4 2020 | Q3 2023 | 12 |
Barber Financial Group, Inc. | 12 | 12 | 0.06% | 0.53% | 1.10% | Q2 2019 | Q1 2022 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 1.10% | 1.37% | 1.70% | Q2 2013 | Q1 2016 | 12 |
Goodwin Investment Advisory | 12 | 12 | 0.01% | 0.27% | 1.14% | Q4 2020 | Q3 2023 | 12 |
Regent Peak Wealth Advisors LLC | 12 | 12 | 0.07% | 0.17% | 0.31% | Q4 2019 | Q3 2022 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.09% | 0.35% | 1.06% | Q4 2020 | Q3 2023 | 12 |
Sugarloaf Wealth Management, LLC | 12 | 12 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2022 | 12 |
Liberty Capital Management, Inc. | 6 | 1 | 0.02% | 0.22% | 0.55% | Q3 2016 | Q4 2021 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.44% | 0.63% | 1.81% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Grandview Asset Management LLC | 6 | 1 | 0.13% | 0.19% | 0.33% | Q2 2020 | Q3 2023 | 12 |
SYM FINANCIAL Corp | 7 | 1 | 0.00% | 0.12% | 0.88% | Q4 2017 | Q3 2023 | 12 |
STATE OF WISCONSIN INVESTMENT BOARD | 11 | 1 | 0.05% | 0.36% | 0.88% | Q1 2020 | Q1 2023 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 2.18% | 4.30% | 8.12% | Q4 2020 | Q3 2023 | 12 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 4 | 1 | 2.44% | 33.77% | 100.00% | Q2 2016 | Q3 2021 | 12 |
Neuburgh Advisers LLC | 12 | 12 | 0.04% | 0.07% | 0.13% | Q4 2016 | Q3 2019 | 12 |
David J Yvars Group | 12 | 12 | 0.44% | 0.94% | 1.59% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.28% | 0.67% | 1.69% | Q4 2018 | Q3 2021 | 12 |
Spotlight Asset Group, Inc. | 8 | 1 | 0.10% | 2.23% | 5.06% | Q4 2019 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.02% | 0.19% | 0.37% | Q4 2020 | Q3 2023 | 12 |
COLDSTREAM CAPITAL MANAGEMENT INC | 12 | 12 | 0.16% | 0.48% | 0.86% | Q1 2015 | Q4 2017 | 12 |
Red Wave Investments LLC | 12 | 12 | 3.96% | 8.34% | 10.49% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.04% | 0.06% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 0.54% | 0.76% | 1.10% | Q4 2020 | Q3 2023 | 12 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 12 | 12 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q3 2019 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 2.33% | 5.76% | 8.72% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 1.58% | 1.74% | 1.87% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.55% | 0.68% | 0.96% | Q4 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.47% | 1.54% | 3.83% | Q4 2020 | Q3 2023 | 12 |
RDA Financial Network | 6 | 3 | 0.08% | 0.15% | 0.24% | Q2 2020 | Q3 2023 | 12 |
Flinton Capital Management LLC | 12 | 12 | 0.03% | 0.06% | 0.11% | Q4 2016 | Q3 2019 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.00% | 0.44% | 1.98% | Q2 2013 | Q1 2016 | 12 |
Golden State Wealth Management, LLC | 7 | 5 | 0.03% | 0.41% | 0.89% | Q1 2019 | Q1 2022 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.15% | 0.91% | Q4 2020 | Q3 2023 | 12 |
Private Advisory Group LLC | 7 | 5 | 0.15% | 0.80% | 1.53% | Q2 2018 | Q4 2021 | 12 |
Hayden Royal, LLC | 11 | 11 | 0.11% | 0.95% | 2.08% | Q4 2018 | Q2 2021 | 11 |
PRING TURNER CAPITAL GROUP INC | 11 | 11 | 3.97% | 4.86% | 6.11% | Q4 2013 | Q2 2016 | 11 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.02% | 1.23% | 4.39% | Q2 2014 | Q3 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.14% | 0.79% | 1.25% | Q4 2020 | Q2 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.02% | 0.64% | 1.61% | Q4 2020 | Q2 2023 | 11 |
CLEAR STREET MARKETS LLC | 2 | 1 | 0.02% | 0.82% | 5.56% | Q4 2013 | Q4 2022 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q2 2019 | 11 |
Planned Solutions, Inc. | 7 | 4 | 0.00% | 0.34% | 0.51% | Q3 2020 | Q2 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 1.30% | 1.51% | 2.00% | Q1 2014 | Q1 2017 | 11 |
NatWest Group plc | 10 | 1 | 0.00% | 0.42% | 1.22% | Q2 2013 | Q3 2016 | 11 |
LexAurum Advisors, LLC | 8 | 1 | 0.08% | 0.41% | 1.00% | Q4 2017 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.18% | 1.06% | Q4 2019 | Q3 2023 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q2 2022 | 11 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 5 | 3 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q4 2020 | 11 |
OmniStar Financial Group, Inc. | 6 | 5 | 0.04% | 0.44% | 0.73% | Q1 2018 | Q1 2021 | 11 |
MACKAY SHIELDS LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
AlphaCore Capital LLC | 9 | 2 | 0.00% | 0.04% | 0.13% | Q4 2019 | Q3 2023 | 11 |
Ellevest, Inc. | 8 | 1 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q1 2023 | 11 |
DRW Securities, LLC | 4 | 1 | 0.02% | 0.31% | 1.28% | Q2 2013 | Q4 2017 | 11 |
Blackhawk Capital Partners LLC. | 4 | 1 | 0.45% | 0.88% | 1.58% | Q2 2019 | Q2 2023 | 11 |
Lehman & Derafelo Financial Resources LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 11 |
Redwood Investment Management, LLC | 6 | 5 | 0.28% | 1.81% | 3.67% | Q2 2020 | Q3 2023 | 11 |
Diversified Trust Co | 7 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q2 2023 | 11 |
RELIANCE TRUST CO OF DELAWARE | 7 | 1 | 0.04% | 0.58% | 0.90% | Q2 2013 | Q1 2019 | 11 |
WESTPORT RESOURCES MANAGEMENT INC | 11 | 11 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q4 2015 | 11 |
Core Wealth Advisors, Inc. | 11 | 11 | 0.04% | 0.05% | 0.08% | Q4 2019 | Q2 2022 | 11 |
LAKE STREET PRIVATE WEALTH, LLC | 7 | 4 | 0.07% | 0.43% | 0.75% | Q2 2020 | Q3 2023 | 11 |
Cornerstone Wealth Group, LLC | 11 | 11 | 0.40% | 0.78% | 1.29% | Q2 2020 | Q4 2022 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.01% | 0.06% | 0.23% | Q4 2020 | Q2 2023 | 11 |
BAR HARBOR TRUST SERVICES | 11 | 11 | 0.00% | 0.10% | 0.20% | Q4 2019 | Q2 2022 | 11 |
Sierra Capital LLC | 11 | 11 | 0.01% | 0.11% | 0.40% | Q1 2021 | Q3 2023 | 11 |
Acorn Wealth Advisors, LLC | 6 | 2 | 0.07% | 0.15% | 0.22% | Q4 2017 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2015 | 11 |
CABANA LLC | 9 | 1 | 0.02% | 5.28% | 10.01% | Q4 2017 | Q2 2021 | 11 |
Oxinas Partners Wealth Management LLC | 7 | 4 | 0.16% | 0.42% | 1.86% | Q4 2020 | Q3 2023 | 11 |
Kaizen Financial Strategies | 9 | 2 | 0.64% | 1.37% | 4.44% | Q4 2020 | Q3 2023 | 11 |
HRT FINANCIAL LP | 3 | 1 | 0.02% | 0.44% | 1.33% | Q4 2016 | Q3 2023 | 11 |
Advisors Asset Management, Inc. | 6 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 11 |
Heritage Trust Co | 10 | 1 | 0.00% | 0.09% | 0.11% | Q1 2017 | Q3 2023 | 11 |
DSC Advisors, L.P. | 4 | 1 | 0.09% | 0.71% | 2.56% | Q3 2014 | Q3 2019 | 11 |
AHL Partners LLP | 4 | 1 | 0.18% | 1.58% | 3.34% | Q3 2014 | Q4 2017 | 11 |
PROVIDA PENSION FUND ADMINISTRATOR | 11 | 11 | 0.09% | 1.16% | 3.64% | Q2 2020 | Q4 2022 | 11 |
Sharkey, Howes & Javer | 6 | 1 | 0.15% | 2.40% | 6.33% | Q1 2019 | Q3 2023 | 11 |
Keystone Financial Group | 9 | 1 | 0.04% | 0.06% | 0.14% | Q1 2018 | Q2 2022 | 11 |
MACQUARIE GROUP LTD | 11 | 11 | 0.11% | 0.13% | 0.14% | Q2 2013 | Q4 2015 | 11 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.02% | 0.23% | 0.60% | Q4 2015 | Q3 2023 | 11 |
CMG Global Holdings, LLC | 11 | 11 | 1.16% | 1.45% | 1.79% | Q1 2021 | Q3 2023 | 11 |
Fort Sheridan Advisors LLC | 11 | 11 | 0.07% | 0.13% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Fusion Capital, LLC | 11 | 11 | 1.07% | 2.18% | 3.21% | Q4 2019 | Q2 2022 | 11 |
Greytown Advisors Inc. | 9 | 1 | 0.33% | 0.67% | 1.17% | Q1 2018 | Q3 2023 | 11 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.12% | 0.37% | 0.60% | Q3 2016 | Q3 2023 | 11 |
Doyle Wealth Management | 11 | 11 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 11 |
Selective Wealth Management, Inc. | 7 | 4 | 0.00% | 0.12% | 0.34% | Q3 2019 | Q4 2022 | 11 |
N.E.W. Advisory Services LLC | 11 | 11 | 0.03% | 0.13% | 0.37% | Q4 2020 | Q2 2023 | 11 |
ETF Portfolio Partners, Inc. | 11 | 11 | 0.58% | 0.84% | 1.02% | Q4 2018 | Q2 2021 | 11 |
Mizuho Asset Management Co.,Ltd. | 6 | 2 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q3 2016 | 11 |
FENIMORE ASSET MANAGEMENT INC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2021 | 11 |
Total Clarity Wealth Management, Inc. | 11 | 11 | 0.05% | 2.79% | 7.41% | Q4 2019 | Q2 2022 | 11 |
VisionPoint Advisory Group, LLC | 9 | 2 | 0.07% | 0.20% | 0.44% | Q4 2018 | Q3 2023 | 11 |
Cribstone Capital Management, LLC | 11 | 11 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q4 2018 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.00% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
ROPES WEALTH ADVISORS LLC | 4 | 1 | 0.00% | 0.16% | 0.38% | Q1 2018 | Q3 2023 | 11 |
Allianz Investment Management U.S. LLC | 11 | 11 | 49.13% | 59.42% | 69.42% | Q1 2021 | Q3 2023 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.08% | 0.13% | 0.27% | Q1 2019 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.10% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Onyx Bridge Wealth Group LLC | 11 | 11 | 0.11% | 0.35% | 0.51% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.22% | 0.24% | 0.28% | Q4 2017 | Q2 2020 | 11 |
Apollon Wealth Management, LLC | 8 | 1 | 0.02% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 11 |
CNO Financial Group, Inc. | 11 | 11 | 1.69% | 16.05% | 46.73% | Q1 2015 | Q3 2017 | 11 |
Pinkerton Retirement Specialists, LLC | 6 | 1 | 0.46% | 1.40% | 2.36% | Q2 2019 | Q2 2023 | 11 |
Fulcrum Equity Management | 7 | 4 | 0.14% | 0.44% | 0.72% | Q4 2018 | Q4 2021 | 11 |
BlackRock Fund Advisors | 11 | 11 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q4 2016 | 11 |
Bellwether Advisors, LLC | 11 | 11 | 0.06% | 0.36% | 0.99% | Q4 2020 | Q2 2023 | 11 |
Sterling Global Strategies LLC | 11 | 11 | 1.47% | 1.83% | 2.15% | Q3 2016 | Q1 2019 | 11 |
INNEALTA CAPITAL, LLC | 6 | 5 | 0.15% | 0.52% | 1.42% | Q2 2019 | Q3 2023 | 11 |
Fullen Financial Group | 9 | 2 | 0.11% | 0.14% | 0.19% | Q2 2020 | Q1 2023 | 11 |
SWARTHMORE GROUP INC | 11 | 11 | 0.15% | 0.32% | 0.52% | Q1 2014 | Q3 2016 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2019 | 11 |
Edge Wealth Management LLC | 10 | 1 | 0.09% | 0.63% | 3.14% | Q1 2017 | Q3 2020 | 11 |
QUADRANT CAPITAL GROUP LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 11 |
BRIGADE CAPITAL MANAGEMENT, LP | 8 | 1 | 4.03% | 22.46% | 48.90% | Q4 2020 | Q3 2023 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2021 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.06% | 0.11% | 0.28% | Q2 2013 | Q3 2015 | 10 |
1607 Capital Partners, LLC | 7 | 3 | 0.05% | 1.85% | 4.89% | Q1 2021 | Q3 2023 | 10 |
NATIXIS | 3 | 1 | 0.00% | 0.03% | 0.25% | Q1 2017 | Q3 2023 | 10 |
Claret Asset Management Corp | 7 | 3 | 0.05% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 10 |
PineBridge Investments, L.P. | 8 | 2 | 0.00% | 0.17% | 0.66% | Q4 2014 | Q3 2023 | 10 |
Outlook Wealth Advisors, LLC | 8 | 2 | 0.07% | 1.74% | 3.24% | Q1 2020 | Q3 2023 | 10 |
FORT PITT CAPITAL GROUP INC | 10 | 10 | 0.04% | 1.16% | 2.42% | Q2 2013 | Q3 2015 | 10 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.05% | 0.28% | Q1 2021 | Q3 2023 | 10 |
Catalyst Capital Advisors LLC | 8 | 2 | 0.03% | 0.11% | 0.64% | Q1 2014 | Q1 2022 | 10 |
Peak Capital Management LLC | 10 | 10 | 0.13% | 0.22% | 0.28% | Q2 2017 | Q3 2019 | 10 |
Covenant Multifamily Offices, LLC | 8 | 2 | 0.01% | 0.58% | 1.23% | Q4 2013 | Q4 2019 | 10 |
Bank OZK | 10 | 10 | 0.07% | 0.09% | 0.11% | Q1 2017 | Q2 2019 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.00% | 0.30% | 0.56% | Q1 2014 | Q1 2022 | 10 |
Grove Bank & Trust | 7 | 3 | 0.01% | 0.04% | 0.05% | Q4 2015 | Q2 2023 | 10 |
TFO Wealth Partners, LLC | 6 | 1 | 0.00% | 0.10% | 0.48% | Q4 2019 | Q3 2023 | 10 |
CHOREO, LLC | 5 | 2 | 0.03% | 0.05% | 0.09% | Q1 2017 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.06% | 0.13% | Q1 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.03% | 0.10% | 0.17% | Q4 2020 | Q1 2023 | 10 |
LaFleur & Godfrey LLC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Cranbrook Wealth Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2022 | 10 |
Nationwide Fund Advisors | 5 | 2 | 0.00% | 0.41% | 1.36% | Q2 2015 | Q4 2022 | 10 |
Arkadios Wealth Advisors | 10 | 10 | 0.02% | 0.06% | 0.15% | Q4 2019 | Q1 2022 | 10 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 10 | 10 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q1 2023 | 10 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 10 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 10 | 10 | 3.80% | 6.49% | 8.76% | Q4 2016 | Q1 2019 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.10% | 0.15% | 0.23% | Q2 2021 | Q3 2023 | 10 |
Savior LLC | 10 | 10 | 0.00% | 0.24% | 0.44% | Q4 2019 | Q1 2022 | 10 |
PIN OAK INVESTMENT ADVISORS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
TELEMUS CAPITAL, LLC | 10 | 10 | 0.03% | 0.05% | 0.08% | Q1 2016 | Q2 2018 | 10 |
CX Institutional | 6 | 1 | 0.00% | 0.29% | 0.66% | Q3 2018 | Q2 2022 | 10 |
Korea Investment CORP | 10 | 10 | 0.05% | 0.07% | 0.09% | Q2 2020 | Q3 2022 | 10 |
Cordant, Inc. | 10 | 10 | 0.05% | 0.13% | 0.31% | Q4 2019 | Q1 2022 | 10 |
MATHER GROUP, LLC. | 10 | 10 | 0.01% | 0.03% | 0.16% | Q3 2019 | Q4 2021 | 10 |
Tempus Wealth Planning, LLC | 10 | 10 | 0.19% | 0.28% | 0.38% | Q2 2021 | Q3 2023 | 10 |
Nan Shan Life Insurance Co., Ltd. | 10 | 10 | 0.12% | 0.28% | 0.83% | Q4 2016 | Q1 2019 | 10 |
ATLAS CAPITAL ADVISORS LLC | 5 | 1 | 0.00% | 0.08% | 0.18% | Q1 2018 | Q1 2023 | 10 |
LCM Capital Management Inc | 10 | 10 | 0.21% | 0.25% | 0.29% | Q1 2021 | Q2 2023 | 10 |
Prestige Wealth Management Group LLC | 10 | 10 | 0.00% | 0.03% | 0.08% | Q2 2020 | Q3 2022 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.06% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 10 |
Polaris Wealth Advisory Group, LLC | 3 | 1 | 0.02% | 2.33% | 4.44% | Q2 2019 | Q3 2023 | 10 |
Calamos Wealth Management LLC | 10 | 10 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q3 2018 | 10 |
Altman Advisors, Inc. | 10 | 10 | 0.20% | 0.24% | 0.27% | Q3 2020 | Q4 2022 | 10 |
NAPLES GLOBAL ADVISORS, LLC | 10 | 10 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q1 2022 | 10 |
Facet Wealth, Inc. | 10 | 10 | 3.02% | 3.28% | 3.54% | Q4 2020 | Q1 2023 | 10 |
Destiny Wealth Partners, LLC | 6 | 4 | 0.01% | 1.75% | 6.59% | Q4 2020 | Q3 2023 | 10 |
Emerald Advisors, LLC | 10 | 10 | 0.08% | 1.62% | 2.18% | Q4 2019 | Q1 2022 | 10 |
ASHFORD CAPITAL MANAGEMENT INC | 5 | 2 | 0.06% | 0.39% | 1.24% | Q4 2014 | Q4 2018 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2015 | 10 |
RITHOLTZ WEALTH MANAGEMENT | 9 | 1 | 0.01% | 0.38% | 0.51% | Q1 2020 | Q3 2023 | 10 |
Continuum Advisory, LLC | 7 | 1 | 0.07% | 0.34% | 0.91% | Q4 2019 | Q3 2023 | 10 |
Kalos Management, Inc. | 6 | 1 | 0.03% | 0.18% | 0.30% | Q4 2015 | Q4 2022 | 10 |
White Lighthouse Investment Management Inc. | 10 | 10 | 0.14% | 0.69% | 1.16% | Q4 2017 | Q1 2020 | 10 |
Tidal Investments LLC | 3 | 1 | 0.01% | 0.45% | 1.93% | Q2 2019 | Q2 2023 | 10 |
WealthTrust-Arizona, LLC | 5 | 4 | 0.04% | 0.15% | 0.24% | Q3 2015 | Q1 2018 | 9 |
Golden State Equity Partners | 6 | 3 | 0.18% | 0.57% | 1.14% | Q4 2020 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.09% | 0.37% | 0.72% | Q1 2020 | Q1 2022 | 9 |
Tranquilli Financial Advisor LLC | 8 | 1 | 0.20% | 0.57% | 0.80% | Q4 2020 | Q3 2023 | 9 |
DEFINED WEALTH MANAGEMENT, LLC | 9 | 9 | 0.41% | 0.77% | 1.20% | Q4 2020 | Q4 2022 | 9 |
TNF LLC | 9 | 9 | 0.26% | 0.44% | 0.74% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.20% | 0.29% | 0.35% | Q3 2021 | Q3 2023 | 9 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 4 | 0.35% | 4.69% | 14.48% | Q1 2021 | Q2 2023 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.81% | 1.65% | 2.50% | Q3 2020 | Q2 2023 | 9 |
AFAM CAPITAL, INC. | 9 | 9 | 0.03% | 0.50% | 0.75% | Q2 2016 | Q2 2018 | 9 |
ALERUS FINANCIAL NA | 9 | 9 | 0.05% | 0.06% | 0.07% | Q2 2016 | Q2 2018 | 9 |
Destination Wealth Management | 3 | 1 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q1 2019 | 9 |
GIRARD PARTNERS LTD. | 7 | 1 | 0.02% | 0.05% | 0.06% | Q4 2016 | Q2 2021 | 9 |
Graham Capital Management, L.P. | 7 | 2 | 0.01% | 0.09% | 0.28% | Q2 2021 | Q3 2023 | 9 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 9 | 9 | 0.00% | 1.94% | 2.97% | Q4 2013 | Q4 2015 | 9 |
BRIGHTON JONES LLC | 8 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2022 | 9 |
Quantitative Advantage, LLC | 4 | 1 | 0.62% | 2.06% | 3.07% | Q2 2013 | Q1 2018 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.05% | 0.09% | 0.14% | Q4 2014 | Q4 2016 | 9 |
Horrell Capital Management, Inc. | 9 | 9 | 0.00% | 0.04% | 0.05% | Q2 2013 | Q2 2015 | 9 |
Hudson Bay Capital Management LP | 3 | 1 | 0.15% | 0.64% | 1.15% | Q2 2019 | Q2 2023 | 9 |
Penobscot Investment Management Company, Inc. | 9 | 9 | 0.04% | 0.18% | 0.34% | Q4 2020 | Q4 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.04% | 0.19% | 0.42% | Q2 2013 | Q2 2015 | 9 |
SMITH HAYES Advisers, Inc | 9 | 9 | 0.83% | 0.93% | 1.08% | Q1 2014 | Q1 2016 | 9 |
Palisade Asset Management, LLC | 9 | 9 | 0.04% | 0.08% | 0.14% | Q4 2017 | Q4 2019 | 9 |
Highmount Capital, LLC | 9 | 9 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q2 2015 | 9 |
K2 PRINCIPAL FUND, L.P. | 2 | 1 | 0.21% | 1.61% | 3.44% | Q1 2015 | Q3 2022 | 9 |
Argentus Capital Management, LLC | 5 | 4 | 0.10% | 0.75% | 2.15% | Q2 2013 | Q3 2016 | 9 |
VALENTINE VENTURES LLC | 9 | 9 | 0.30% | 0.34% | 0.40% | Q4 2014 | Q4 2016 | 9 |
Windham Capital Management, LLC | 4 | 1 | 0.06% | 3.22% | 26.56% | Q2 2014 | Q2 2022 | 9 |
Smart Portfolios, LLC | 5 | 1 | 0.03% | 0.20% | 0.46% | Q3 2014 | Q3 2019 | 9 |
Spectrum Management Group, LLC | 4 | 1 | 0.00% | 0.81% | 2.37% | Q4 2015 | Q3 2022 | 9 |
ING GROEP NV | 5 | 1 | 0.00% | 1.84% | 7.24% | Q3 2019 | Q2 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 9 |
HITE Hedge Asset Management LLC | 8 | 1 | 0.39% | 2.09% | 4.37% | Q3 2019 | Q1 2022 | 9 |
Stearns Financial Services Group | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
Advocacy Wealth Management Services, LLC | 6 | 1 | 0.00% | 1.48% | 3.81% | Q2 2013 | Q1 2018 | 9 |
Crosspoint Capital Strategies, LLC | 9 | 9 | 0.14% | 1.07% | 3.68% | Q4 2013 | Q4 2015 | 9 |
Elite Wealth Management, Inc. | 9 | 9 | 0.02% | 0.20% | 0.77% | Q3 2012 | Q3 2014 | 9 |
MV CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.00% | 0.03% | 0.06% | Q4 2014 | Q4 2016 | 9 |
SouthState Corp | 5 | 1 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2023 | 9 |
AllSquare Wealth Management LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 9 |
Vontobel Swiss Wealth Advisors AG | 9 | 9 | 0.19% | 0.54% | 1.42% | Q2 2019 | Q2 2021 | 9 |
Integrated Wealth Management | 9 | 9 | 0.40% | 0.45% | 0.49% | Q1 2015 | Q1 2017 | 9 |
Lavaca Capital LLC | 6 | 6 | 0.04% | 0.66% | 1.63% | Q3 2020 | Q4 2021 | 9 |
River Wealth Advisors LLC | 3 | 2 | 0.02% | 0.07% | 0.24% | Q1 2015 | Q3 2021 | 9 |
LGL PARTNERS, LLC | 9 | 9 | 0.31% | 0.39% | 0.50% | Q3 2017 | Q3 2019 | 9 |
Integrated Investment Consultants, LLC | 8 | 1 | 0.03% | 0.16% | 0.39% | Q4 2015 | Q1 2018 | 9 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 9 | 9 | 5.92% | 15.56% | 18.73% | Q1 2014 | Q1 2016 | 9 |
METROPOLITAN LIFE INSURANCE CO/NY | 4 | 1 | 0.12% | 0.69% | 2.07% | Q2 2014 | Q3 2017 | 9 |
Asset Planning Services, Ltd. | 7 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 9 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.42% | 3.21% | Q1 2019 | Q4 2022 | 9 |
McAdam, LLC | 3 | 3 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q3 2023 | 9 |
Varma Mutual Pension Insurance Co | 8 | 1 | 1.45% | 4.65% | 8.57% | Q4 2017 | Q1 2021 | 9 |
Avestar Capital, LLC | 8 | 1 | 0.09% | 0.12% | 0.16% | Q4 2017 | Q2 2020 | 9 |
CIGNA INVESTMENTS INC /NEW | 9 | 9 | 0.04% | 24.91% | 31.93% | Q4 2016 | Q4 2018 | 9 |
Epstein & White Financial LLC | 9 | 9 | 0.16% | 1.33% | 4.94% | Q4 2017 | Q4 2019 | 9 |
Successful Portfolios LLC | 8 | 1 | 0.12% | 0.69% | 1.46% | Q2 2020 | Q3 2022 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.12% | 0.19% | 0.24% | Q2 2018 | Q2 2020 | 9 |
Smart Money Group LLC | 9 | 9 | 0.15% | 0.79% | 3.12% | Q2 2020 | Q2 2022 | 9 |
180 WEALTH ADVISORS, LLC | 7 | 2 | 0.08% | 0.15% | 0.21% | Q4 2017 | Q4 2020 | 9 |
Elmwood Wealth Management, Inc. | 4 | 1 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q4 2021 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.07% | 0.26% | Q1 2018 | Q3 2023 | 9 |
VAN STRUM & TOWNE INC. | 9 | 9 | 0.20% | 0.49% | 1.05% | Q3 2021 | Q3 2023 | 9 |
Cooper Financial Group | 5 | 1 | 0.04% | 0.13% | 0.24% | Q4 2018 | Q3 2023 | 9 |
EQ LLC | 5 | 1 | 0.48% | 1.43% | 3.03% | Q4 2020 | Q2 2023 | 9 |
LOOMIS SAYLES & CO L P | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 9 |
Paradigm Financial Partners, LLC | 9 | 9 | 0.12% | 0.26% | 0.39% | Q1 2019 | Q1 2021 | 9 |
WEST PACES ADVISORS INC. | 9 | 9 | 0.04% | 0.21% | 0.39% | Q3 2021 | Q3 2023 | 9 |
Lake Point Wealth Management | 4 | 2 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q1 2022 | 9 |
Enterprise Trust & Investment Co | 9 | 9 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q2 2021 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.03% | 0.10% | 0.22% | Q3 2019 | Q3 2021 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.10% | 0.51% | 0.73% | Q4 2019 | Q3 2023 | 9 |
Minot Wealth Management LLC | 9 | 9 | 0.32% | 0.61% | 0.89% | Q4 2019 | Q4 2021 | 9 |
Tatro Capital, LLC | 9 | 9 | 0.41% | 0.62% | 1.09% | Q1 2020 | Q1 2022 | 9 |
Eudaimonia Partners, LLC | 8 | 1 | 0.07% | 0.15% | 0.25% | Q4 2019 | Q1 2022 | 9 |
Royal Fund Management, LLC | 3 | 1 | 0.00% | 0.32% | 1.35% | Q1 2017 | Q4 2021 | 9 |
LifePro Asset Management | 9 | 9 | 1.05% | 1.35% | 2.02% | Q2 2020 | Q2 2022 | 9 |
4Thought Financial Group Inc. | 9 | 9 | 0.25% | 1.94% | 3.69% | Q3 2021 | Q3 2023 | 9 |
Birchcreek Wealth Management, LLC | 9 | 9 | 2.58% | 3.07% | 3.52% | Q4 2020 | Q4 2022 | 9 |
Diversified, LLC | 4 | 1 | 0.09% | 0.21% | 0.35% | Q4 2020 | Q3 2023 | 9 |
NOTTINGHAM ADVISORS, INC. | 3 | 1 | 0.03% | 0.09% | 0.19% | Q4 2014 | Q4 2022 | 9 |
Pensionmark Financial Group, LLC | 7 | 1 | 0.17% | 0.28% | 0.59% | Q2 2020 | Q3 2023 | 8 |
NAVELLIER & ASSOCIATES INC | 2 | 1 | 0.01% | 0.10% | 0.46% | Q3 2012 | Q3 2019 | 8 |
Teza Capital Management LLC | 8 | 8 | 0.13% | 0.27% | 0.44% | Q2 2020 | Q1 2022 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.51% | 0.67% | 0.85% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
One Wealth Advisors, LLC | 7 | 1 | 0.06% | 0.45% | 0.72% | Q1 2020 | Q3 2023 | 8 |
Keudell/Morrison Wealth Management | 8 | 8 | 0.09% | 0.56% | 1.83% | Q1 2020 | Q4 2021 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Guidant Wealth Advisors | 4 | 4 | 0.17% | 0.53% | 1.90% | Q3 2016 | Q3 2019 | 8 |
CAPITAL INSIGHT PARTNERS, LLC | 8 | 8 | 0.14% | 2.52% | 5.36% | Q4 2019 | Q3 2021 | 8 |
PSI Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CFS Investment Advisory Services, LLC | 5 | 1 | 0.04% | 0.92% | 2.47% | Q4 2020 | Q3 2023 | 8 |
E Fund Management (Hong Kong) Co., Ltd. | 8 | 8 | 0.47% | 0.58% | 0.71% | Q1 2022 | Q4 2023 | 8 |
West Financial Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2019 | 8 |
Johnson Bixby & Associates, LLC | 8 | 8 | 0.07% | 0.19% | 0.70% | Q4 2020 | Q3 2022 | 8 |
Allie Family Office LLC | 8 | 8 | 0.52% | 0.70% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Harvest Investment Services, LLC | 5 | 1 | 0.11% | 0.22% | 0.46% | Q1 2019 | Q4 2021 | 8 |
Lombard Odier & Cie (Canada), Limited Partnership | 8 | 8 | 0.07% | 0.21% | 0.49% | Q4 2013 | Q3 2015 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Deane Retirement Strategies, Inc. | 7 | 1 | 0.01% | 1.17% | 5.10% | Q4 2014 | Q4 2021 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Gray Wealth Management Inc. | 5 | 3 | 0.10% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.05% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.03% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 2.68% | 3.38% | 4.10% | Q2 2013 | Q1 2015 | 8 |
Quent Capital, LLC | 8 | 8 | 0.00% | 0.42% | 3.25% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
State of Tennessee, Treasury Department | 6 | 1 | 0.02% | 0.07% | 0.15% | Q2 2015 | Q4 2020 | 8 |
US FINANCIAL ADVISORS, LLC | 6 | 2 | 0.03% | 0.07% | 0.16% | Q4 2014 | Q1 2021 | 8 |
AEGON USA Investment Management, LLC | 8 | 8 | 0.30% | 0.45% | 0.67% | Q2 2013 | Q1 2015 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 1.00% | 1.38% | 1.73% | Q4 2021 | Q3 2023 | 8 |
SIMON QUICK ADVISORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q1 2022 | 8 |
CREDIT AGRICOLE S A | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Inscription Capital, LLC | 8 | 8 | 0.01% | 0.27% | 0.66% | Q4 2018 | Q3 2020 | 8 |
Newport Wealth Strategies, Inc. | 8 | 8 | 0.22% | 0.44% | 0.82% | Q4 2019 | Q3 2021 | 8 |
Ascendant Capital Management, LLC | 5 | 3 | 1.72% | 2.72% | 4.28% | Q4 2020 | Q1 2023 | 8 |
Cornerstone Financial Partners, LLC | 8 | 8 | 0.10% | 1.29% | 3.28% | Q1 2016 | Q4 2017 | 8 |
City State Bank | 8 | 8 | 0.01% | 0.11% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Tuttle Capital Management, LLC | 7 | 1 | 0.07% | 1.36% | 4.87% | Q1 2014 | Q1 2019 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
WealthTrust Fairport, LLC | 5 | 3 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2018 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.07% | 0.13% | Q4 2021 | Q3 2023 | 8 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 8 | 8 | 0.01% | 0.54% | 4.27% | Q4 2015 | Q3 2017 | 8 |
EXCELSIA, INC. | 8 | 8 | 0.72% | 5.95% | 20.95% | Q3 2013 | Q2 2015 | 8 |
Lindbrook Capital, LLC | 4 | 1 | 0.01% | 0.12% | 0.32% | Q1 2020 | Q4 2022 | 8 |
McClarren Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 0.13% | 0.21% | 0.27% | Q4 2021 | Q3 2023 | 8 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 8 | 8 | 0.05% | 0.12% | 0.25% | Q1 2016 | Q4 2017 | 8 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 7 | 1 | 2.06% | 6.79% | 9.43% | Q4 2020 | Q3 2023 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 8 | 8 | 0.69% | 0.75% | 0.86% | Q4 2021 | Q3 2023 | 8 |
GRIES FINANCIAL LLC | 5 | 3 | 0.16% | 0.25% | 0.59% | Q3 2021 | Q3 2023 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.05% | 0.18% | 0.49% | Q1 2013 | Q4 2014 | 8 |
Danda Trouve Investment Management, Inc. | 5 | 3 | 0.00% | 0.09% | 0.40% | Q4 2019 | Q4 2021 | 8 |
Fusion Family Wealth LLC | 8 | 8 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q3 2018 | 8 |
West Branch Capital LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ruggie Capital Group | 4 | 1 | 0.02% | 0.34% | 1.10% | Q2 2015 | Q3 2019 | 8 |
CIBC WORLD MARKETS CORP | 4 | 1 | 0.03% | 0.56% | 1.44% | Q1 2016 | Q2 2020 | 8 |
Context Capital Management, LLC | 8 | 8 | 0.41% | 0.91% | 2.07% | Q1 2018 | Q4 2019 | 8 |
Aft, Forsyth & Sober, LLC | 8 | 8 | 1.64% | 5.34% | 11.96% | Q4 2019 | Q3 2021 | 8 |
RMR Wealth Builders | 4 | 1 | 0.02% | 0.55% | 1.86% | Q4 2019 | Q2 2022 | 8 |
Bell Rock Capital LLC | 7 | 1 | 0.00% | 0.03% | 0.21% | Q4 2016 | Q2 2022 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Beirne Wealth Consulting Services, LLC | 8 | 8 | 0.15% | 0.29% | 0.45% | Q4 2018 | Q3 2020 | 8 |
Bank of New Hampshire | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Samalin Investment Counsel, LLC | 7 | 1 | 0.17% | 0.29% | 0.50% | Q4 2019 | Q4 2021 | 8 |
Annex Advisory Services, LLC | 4 | 2 | 0.05% | 0.36% | 1.73% | Q2 2013 | Q4 2018 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 3.64% | 3.81% | 4.18% | Q4 2021 | Q3 2023 | 8 |
Visionary Wealth Advisors | 7 | 1 | 0.02% | 0.29% | 0.86% | Q4 2019 | Q2 2023 | 8 |
Gainplan LLC | 8 | 8 | 0.12% | 1.54% | 7.57% | Q1 2018 | Q4 2019 | 8 |
CABOT WEALTH MANAGEMENT INC | 8 | 8 | 0.03% | 0.13% | 0.17% | Q2 2020 | Q1 2022 | 8 |
MARCO INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.15% | 0.17% | 0.19% | Q4 2015 | Q3 2017 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 2 | 0.01% | 0.24% | 0.48% | Q3 2019 | Q1 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 2.22% | 3.28% | 4.37% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR INVESTMENT ADVISORS LLC | 8 | 8 | 1.62% | 1.86% | 2.10% | Q2 2013 | Q1 2015 | 8 |
Stuart Chaussee & Associates, Inc. | 7 | 1 | 0.02% | 0.76% | 5.93% | Q2 2017 | Q4 2019 | 8 |
MKD WEALTH COACHES, LLC | 8 | 8 | 0.20% | 0.40% | 0.67% | Q4 2018 | Q3 2020 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.03% | 0.07% | 0.11% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2014 | Q3 2016 | 8 |
Burns Matteson Capital Management, LLC | 4 | 1 | 0.18% | 1.44% | 2.25% | Q4 2020 | Q2 2023 | 8 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 5 | 1 | 0.01% | 0.08% | 0.19% | Q4 2020 | Q3 2023 | 8 |
Redhawk Wealth Advisors, Inc. | 8 | 8 | 0.07% | 1.19% | 2.32% | Q1 2020 | Q4 2021 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.19% | 0.42% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Walker Asset Management, LLC | 8 | 8 | 0.20% | 0.23% | 0.25% | Q1 2022 | Q4 2023 | 8 |
DOHJ, LLC | 8 | 8 | 0.23% | 0.58% | 1.23% | Q2 2020 | Q1 2022 | 8 |
Fusion Investment Group, LLC | 8 | 8 | 0.08% | 0.32% | 0.57% | Q4 2013 | Q3 2015 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 1.02% | 1.32% | 1.55% | Q1 2017 | Q4 2018 | 8 |
TRIANGLE PEAK PARTNERS, LP | 8 | 8 | 1.32% | 4.56% | 9.20% | Q4 2013 | Q3 2015 | 8 |
MetLife Investment Management, LLC | 8 | 8 | 0.04% | 3.04% | 7.12% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Stewardship Financial Advisors, LLC | 5 | 1 | 0.01% | 2.08% | 3.83% | Q4 2015 | Q4 2020 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.00% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2021 | 8 |
FLC Capital Advisors | 8 | 8 | 0.08% | 2.80% | 5.08% | Q2 2020 | Q1 2022 | 8 |
HawsGoodwin Investment Management LLC | 8 | 8 | 0.01% | 3.48% | 8.11% | Q4 2019 | Q3 2021 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.22% | 0.27% | 0.31% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR ASSET MANAGEMENT INC | 8 | 8 | 0.17% | 0.19% | 0.21% | Q1 2021 | Q4 2022 | 8 |
MCIA Inc | 6 | 2 | 0.01% | 1.58% | 5.18% | Q2 2017 | Q1 2021 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.04% | 0.06% | 0.10% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.13% | 3.15% | 6.54% | Q4 2021 | Q3 2023 | 8 |
Finer Wealth Management, Inc. | 8 | 8 | 0.18% | 0.84% | 1.53% | Q4 2021 | Q3 2023 | 8 |
CBIZ Investment Advisory Services, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2021 | 8 |
PROFESSIONAL PLANNING | 8 | 8 | 0.72% | 1.11% | 1.88% | Q4 2019 | Q3 2021 | 8 |
Argent Trust Co | 3 | 2 | 0.02% | 0.11% | 0.18% | Q1 2015 | Q3 2020 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.06% | 0.18% | 0.35% | Q2 2013 | Q1 2015 | 8 |
Mizuho Trust & Banking Co., Ltd. | 4 | 1 | 0.26% | 5.08% | 11.53% | Q4 2017 | Q2 2020 | 8 |
PATTON ALBERTSON MILLER GROUP, LLC | 8 | 8 | 0.05% | 0.48% | 1.02% | Q2 2020 | Q1 2022 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.01% | 0.06% | 0.19% | Q4 2020 | Q1 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.22% | 0.32% | 0.47% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.12% | 0.28% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Intelligence Driven Advisers, LLC | 7 | 7 | 0.08% | 3.69% | 10.49% | Q2 2020 | Q4 2021 | 7 |
CSS LLC/IL | 5 | 1 | 0.02% | 0.12% | 0.36% | Q4 2019 | Q4 2021 | 7 |
ONE Advisory Partners, LLC | 5 | 1 | 0.13% | 4.09% | 8.53% | Q2 2020 | Q3 2023 | 7 |
MOULTON WEALTH MANAGEMENT, INC | 7 | 7 | 3.70% | 14.63% | 25.12% | Q4 2020 | Q2 2022 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 7 |
Western Asset Management Company, LLC | 7 | 7 | 70.31% | 72.71% | 76.12% | Q2 2020 | Q4 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.03% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
NWI MANAGEMENT LP | 5 | 1 | 0.14% | 1.20% | 2.10% | Q1 2016 | Q2 2020 | 7 |
SPINNAKER TRUST | 6 | 1 | 0.02% | 0.08% | 0.37% | Q2 2013 | Q4 2017 | 7 |
SOLARIS ASSET MANAGEMENT LLC | 7 | 7 | 0.38% | 0.47% | 0.55% | Q2 2016 | Q4 2017 | 7 |
TCF National Bank | 7 | 7 | 0.18% | 0.23% | 0.27% | Q3 2019 | Q1 2021 | 7 |
Hefty Wealth Partners | 5 | 2 | 0.03% | 1.48% | 2.69% | Q4 2015 | Q4 2017 | 7 |
Sand Hill Global Advisors, LLC | 6 | 1 | 0.04% | 0.82% | 1.12% | Q2 2017 | Q1 2020 | 7 |
First Washington CORP | 7 | 7 | 1.76% | 1.92% | 2.09% | Q1 2017 | Q3 2018 | 7 |
QS Investors, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2019 | 7 |
Demars Financial Group, LLC | 7 | 7 | 0.20% | 0.32% | 0.47% | Q2 2020 | Q4 2021 | 7 |
SOROS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.24% | 2.55% | 5.04% | Q1 2022 | Q3 2023 | 7 |
Asset Allocation & Management Company, LLC | 7 | 7 | 1.80% | 2.97% | 5.01% | Q1 2022 | Q3 2023 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.02% | 0.05% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Accuvest Global Advisors | 7 | 7 | 0.14% | 1.52% | 2.59% | Q2 2013 | Q4 2014 | 7 |
Avitas Wealth Management LLC | 7 | 7 | 0.16% | 0.23% | 0.55% | Q2 2020 | Q4 2021 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q2 2020 | Q4 2021 | 7 |
Camarda Financial Advisors, LLC | 3 | 1 | 0.00% | 1.34% | 3.72% | Q2 2013 | Q2 2023 | 7 |
DUBUQUE BANK & TRUST CO | 3 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q2 2018 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2019 | Q3 2020 | 7 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.02% | 0.24% | 0.38% | Q2 2013 | Q3 2023 | 7 |
H&H Retirement Design & Management INC | 4 | 3 | 0.30% | 3.00% | 7.21% | Q1 2020 | Q4 2021 | 7 |
Allegis Investment Advisors, LLC | 3 | 1 | 0.07% | 0.90% | 2.57% | Q4 2015 | Q1 2018 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.08% | 0.15% | 0.18% | Q2 2013 | Q4 2014 | 7 |
State of New Jersey Common Pension Fund D | 6 | 1 | 0.20% | 0.35% | 0.66% | Q2 2017 | Q3 2023 | 7 |
SAWGRASS ASSET MANAGEMENT LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Hutchin Hill Capital, LP | 3 | 2 | 0.77% | 2.09% | 2.95% | Q1 2015 | Q1 2017 | 7 |
Castle Rock Wealth Management, LLC | 7 | 7 | 0.26% | 0.78% | 1.18% | Q2 2020 | Q4 2021 | 7 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 7 | 7 | 0.10% | 0.28% | 0.38% | Q2 2014 | Q4 2015 | 7 |
NORRIS PERNE & FRENCH LLP/MI | 4 | 3 | 0.04% | 0.07% | 0.10% | Q4 2014 | Q4 2016 | 7 |
SWISS RE LTD | 7 | 7 | 45.67% | 60.68% | 69.49% | Q1 2015 | Q3 2016 | 7 |
WEXFORD CAPITAL LP | 3 | 1 | 0.05% | 0.67% | 3.54% | Q3 2016 | Q3 2020 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.12% | 0.18% | 0.28% | Q2 2013 | Q4 2014 | 7 |
FCG ADVISORS, LLC | 6 | 1 | 0.07% | 0.08% | 0.17% | Q2 2017 | Q2 2020 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.27% | 0.33% | 0.38% | Q1 2022 | Q3 2023 | 7 |
V Wealth Advisors LLC | 4 | 1 | 0.10% | 0.37% | 1.19% | Q4 2016 | Q2 2020 | 7 |
SENTINEL ASSET MANAGEMENT, INC. | 7 | 7 | 1.84% | 3.03% | 6.48% | Q1 2016 | Q3 2017 | 7 |
JGP Wealth Management, LLC | 7 | 7 | 3.40% | 4.09% | 4.46% | Q2 2018 | Q4 2019 | 7 |
FURE FINANCIAL CORP | 6 | 1 | 0.02% | 3.41% | 8.23% | Q4 2019 | Q4 2021 | 7 |
Donoghue Forlines LLC | 4 | 3 | 0.04% | 2.83% | 7.86% | Q4 2017 | Q4 2020 | 7 |
Independent Advisor Alliance | 3 | 1 | 0.01% | 0.17% | 0.58% | Q1 2017 | Q3 2023 | 7 |
Kore Private Wealth LLC | 7 | 7 | 0.00% | 0.04% | 0.09% | Q4 2018 | Q2 2020 | 7 |
Northstar Advisory Group, LLC | 3 | 2 | 0.24% | 0.99% | 3.58% | Q4 2020 | Q4 2022 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.02% | 0.22% | 0.49% | Q1 2022 | Q3 2023 | 7 |
PAX Financial Group, LLC | 5 | 1 | 0.12% | 4.15% | 6.71% | Q1 2020 | Q3 2023 | 7 |
SOUTH GEORGIA CAPITAL, LLC | 6 | 1 | 0.06% | 0.14% | 0.21% | Q4 2013 | Q3 2015 | 7 |
Capula Management Ltd | 3 | 1 | 0.11% | 1.52% | 4.30% | Q3 2016 | Q1 2023 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 0.61% | 0.78% | 0.92% | Q4 2021 | Q3 2023 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q2 2021 | 7 |
Intellectus Partners, LLC | 6 | 1 | 0.00% | 0.11% | 0.39% | Q2 2017 | Q1 2019 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Ironwood Financial, llc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 5 | 2 | 0.06% | 0.38% | 0.80% | Q4 2019 | Q3 2023 | 7 |
New England Investment & Retirement Group, Inc. | 6 | 1 | 0.12% | 1.56% | 3.66% | Q1 2017 | Q3 2021 | 7 |
Goelzer Investment Management, Inc. | 7 | 7 | 0.04% | 0.04% | 0.06% | Q1 2014 | Q3 2015 | 7 |
OAK HARBOR WEALTH PARTNERS, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.06% | 0.51% | 1.00% | Q1 2022 | Q3 2023 | 7 |
Warwick Investment Management, Inc. | 4 | 3 | 0.51% | 0.77% | 1.07% | Q4 2021 | Q3 2023 | 7 |
Silverleafe Capital Partners, LLC | 7 | 7 | 2.28% | 2.94% | 4.06% | Q2 2020 | Q4 2021 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.04% | 0.12% | Q4 2021 | Q2 2023 | 7 |
CV Advisors LLC | 5 | 2 | 1.06% | 1.39% | 1.85% | Q4 2021 | Q3 2023 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.38% | 0.50% | 0.76% | Q2 2013 | Q4 2014 | 7 |
D'Orazio & Associates, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2021 | 7 |
Capital Advisory Group Advisory Services, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2020 | 7 |
Kellett Wealth Advisors, LLC | 7 | 7 | 0.32% | 0.45% | 0.66% | Q4 2021 | Q2 2023 | 7 |
FIRST NATIONAL BANK OF OMAHA | 7 | 7 | 0.12% | 0.18% | 0.29% | Q2 2013 | Q4 2014 | 7 |
Bowie Capital Management, LLC | 7 | 7 | 0.06% | 0.22% | 0.50% | Q1 2020 | Q3 2021 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 2.71% | 2.93% | 3.26% | Q1 2022 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.15% | 0.19% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q2 2022 | 7 |
Intergy Private Wealth, LLC | 7 | 7 | 0.20% | 0.27% | 0.31% | Q1 2022 | Q3 2023 | 7 |
One Capital Management, LLC | 4 | 3 | 0.02% | 0.13% | 0.26% | Q4 2021 | Q3 2023 | 7 |
ICON ADVISERS INC/CO | 2 | 1 | 0.02% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 7 |
First PREMIER Bank | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2019 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Johns Hopkins University | 7 | 7 | 6.02% | 22.40% | 49.95% | Q2 2021 | Q4 2022 | 7 |
Teamwork Financial Advisors, LLC | 7 | 7 | 0.12% | 0.31% | 0.76% | Q2 2020 | Q4 2021 | 7 |
ShoreHaven Wealth Partners, LLC | 7 | 7 | 1.18% | 2.73% | 4.41% | Q1 2022 | Q3 2023 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 2.30% | 3.49% | 4.42% | Q4 2015 | Q2 2017 | 7 |
CARL DOMINO INC | 6 | 1 | 0.17% | 0.27% | 0.49% | Q2 2013 | Q2 2016 | 7 |
Kistler-Tiffany Companies, LLC | 6 | 1 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q2 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.24% | 0.35% | 0.63% | Q2 2013 | Q4 2014 | 7 |
Graypoint LLC | 7 | 7 | 0.18% | 0.49% | 1.17% | Q1 2022 | Q3 2023 | 7 |
TODD ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2021 | 7 |
Sage Advisory Services, Ltd.Co. | 3 | 1 | 0.02% | 0.39% | 2.31% | Q2 2013 | Q4 2019 | 7 |
GODSEY & GIBB, INC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 7 |
FundX Investment Group, LLC | 2 | 1 | 1.91% | 7.43% | 14.89% | Q4 2014 | Q4 2020 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.26% | 0.28% | 0.30% | Q2 2013 | Q4 2014 | 7 |
AlphaCentric Advisors LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q2 2023 | 7 |
Semmax Financial Advisors Inc. | 3 | 1 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2022 | 7 |
MONECO Advisors, LLC | 7 | 7 | 0.12% | 0.25% | 0.38% | Q1 2020 | Q3 2021 | 7 |
Walleye Capital LLC | 5 | 5 | 0.04% | 0.12% | 0.22% | Q3 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.10% | 0.20% | Q1 2021 | Q4 2022 | 7 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 5 | 2 | 0.06% | 0.36% | 0.46% | Q3 2010 | Q3 2012 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Crossmark Global Holdings, Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2018 | 7 |
UBS OCONNOR LLC | 2 | 1 | 0.04% | 0.42% | 1.02% | Q4 2014 | Q2 2023 | 7 |
Slow Capital, Inc. | 3 | 1 | 0.04% | 0.19% | 0.40% | Q1 2018 | Q3 2021 | 7 |
High Note Wealth, LLC | 7 | 7 | 1.27% | 1.35% | 1.44% | Q4 2020 | Q2 2022 | 7 |
Commonwealth Financial Services, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2016 | 7 |
Virtu Financial LLC | 4 | 3 | 0.02% | 0.09% | 0.16% | Q3 2017 | Q3 2019 | 7 |
Kavar Capital Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q2 2018 | 7 |
Johnson Midwest Financial, LLC | 6 | 1 | 0.00% | 0.16% | 1.11% | Q4 2020 | Q1 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q4 2021 | 7 |
BTS Asset Management, Inc. | 7 | 7 | 0.01% | 1.64% | 8.21% | Q2 2019 | Q4 2020 | 7 |
Private Ocean, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 6 |
DOCK STREET ASSET MANAGEMENT INC | 6 | 6 | 0.05% | 0.36% | 1.55% | Q4 2020 | Q1 2022 | 6 |
Crow Point Partners, LLC | 6 | 6 | 0.01% | 0.13% | 0.44% | Q3 2016 | Q4 2017 | 6 |
SlateStone Wealth, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Ballentine Partners, LLC | 4 | 1 | 0.02% | 0.06% | 0.12% | Q2 2017 | Q3 2020 | 6 |
PAYDEN & RYGEL | 4 | 2 | 0.02% | 0.86% | 3.06% | Q4 2018 | Q4 2022 | 6 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2023 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2023 | 6 |
COHEN & STEERS, INC. | 4 | 1 | 0.00% | 0.01% | 0.07% | Q4 2020 | Q3 2023 | 6 |
PRIO WEALTH LIMITED PARTNERSHIP | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2020 | 6 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 6 | 6 | 0.06% | 0.11% | 0.19% | Q3 2020 | Q4 2021 | 6 |
MCDONALD PARTNERS LLC | 6 | 6 | 0.17% | 0.28% | 0.50% | Q4 2020 | Q1 2022 | 6 |
PERSONAL CFO SOLUTIONS, LLC | 3 | 3 | 0.10% | 0.15% | 0.18% | Q2 2021 | Q2 2023 | 6 |
NKCFO LLC | 6 | 6 | 0.12% | 0.30% | 0.55% | Q3 2019 | Q4 2020 | 6 |
Lansing Street Advisors | 6 | 6 | 0.08% | 0.11% | 0.14% | Q1 2022 | Q2 2023 | 6 |
Trellus Management Company, LLC | 3 | 1 | 0.28% | 0.64% | 1.44% | Q2 2013 | Q4 2018 | 6 |
Pinnacle Family Advisors, LLC | 5 | 1 | 0.35% | 0.41% | 0.47% | Q1 2020 | Q4 2021 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q2 2013 | Q3 2014 | 6 |
Spectrum Asset Management, Inc. | 1 | 1 | 0.04% | 0.49% | 0.90% | Q4 2016 | Q1 2022 | 6 |
Nachman Norwood & Parrott, Inc | 6 | 6 | 0.20% | 0.35% | 0.50% | Q1 2020 | Q2 2021 | 6 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 6 |
UNIVERSITY OF CHICAGO | 6 | 6 | 55.48% | 89.30% | 97.63% | Q4 2012 | Q1 2014 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.11% | 0.13% | 0.16% | Q2 2013 | Q3 2014 | 6 |
NewFocus Financial Group, LLC | 3 | 3 | 0.09% | 0.10% | 0.12% | Q2 2019 | Q4 2020 | 6 |
MTC Wealth Management LLC | 6 | 6 | 1.49% | 8.39% | 15.25% | Q2 2022 | Q3 2023 | 6 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.05% | 0.12% | Q3 2018 | Q3 2023 | 6 |
Waldron Private Wealth LLC | 5 | 1 | 0.04% | 0.42% | 0.70% | Q4 2013 | Q1 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Napier Park Global Capital (US) LP | 2 | 1 | 30.57% | 63.29% | 89.67% | Q4 2016 | Q2 2022 | 6 |
Sunflower Bank, N.A. | 6 | 6 | 0.04% | 0.22% | 0.63% | Q4 2020 | Q1 2022 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 0.83% | 0.95% | 1.03% | Q2 2022 | Q3 2023 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.00% | 0.05% | 0.08% | Q4 2015 | Q1 2017 | 6 |
Hofer & Associates. Inc | 6 | 6 | 0.29% | 0.31% | 0.35% | Q4 2021 | Q1 2023 | 6 |
TECTONIC ADVISORS LLC | 3 | 1 | 0.00% | 0.02% | 0.10% | Q4 2020 | Q4 2022 | 6 |
BOSTON FINANCIAL MANGEMENT LLC | 5 | 1 | 0.01% | 0.48% | 0.74% | Q2 2016 | Q4 2019 | 6 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 3 | 3 | 0.06% | 0.18% | 0.38% | Q1 2016 | Q1 2018 | 6 |
Rye Brook Capital LLC | 6 | 6 | 9.90% | 17.03% | 26.92% | Q2 2022 | Q3 2023 | 6 |
Robinson Value Management, Ltd. | 6 | 6 | 0.58% | 0.70% | 0.85% | Q4 2020 | Q1 2022 | 6 |
Rede Wealth, LLC | 6 | 6 | 0.11% | 0.17% | 0.20% | Q4 2020 | Q1 2022 | 6 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.02% | 0.19% | 0.63% | Q1 2015 | Q1 2023 | 6 |
E Fund Management Co., Ltd. | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Pettinga Financial Advisors LLC | 2 | 1 | 0.07% | 0.14% | 0.17% | Q4 2018 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.08% | 0.16% | 0.28% | Q2 2013 | Q3 2014 | 6 |
Caerus Investment Advisors, LLC | 6 | 6 | 0.44% | 0.50% | 0.59% | Q4 2021 | Q1 2023 | 6 |
LVW Advisors, LLC | 6 | 6 | 0.07% | 0.12% | 0.17% | Q2 2020 | Q3 2021 | 6 |
FourThought Financial, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 6 |
Corbenic Partners LLC | 6 | 6 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q4 2014 | 6 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 6 | 6 | 0.40% | 0.44% | 0.48% | Q2 2022 | Q3 2023 | 6 |
Capital Wealth Planning, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 6 |
SigFig Wealth Management, LLC | 4 | 1 | 0.02% | 0.15% | 0.26% | Q2 2020 | Q3 2023 | 6 |
Baltimore-Washington Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q1 2015 | 6 |
Glovista Investments LLC | 5 | 1 | 0.25% | 3.19% | 6.44% | Q3 2013 | Q2 2022 | 6 |
JB Capital LLC | 6 | 6 | 0.06% | 0.24% | 0.94% | Q2 2022 | Q3 2023 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.11% | 0.25% | 0.34% | Q4 2021 | Q3 2023 | 6 |
Visionary Asset Management, Inc. | 5 | 1 | 0.00% | 0.35% | 0.86% | Q2 2013 | Q4 2014 | 6 |
Lifeworks Advisors, LLC | 5 | 1 | 0.12% | 1.15% | 2.53% | Q4 2021 | Q3 2023 | 6 |
HARRELL INVESTMENT PARTNERS, LLC | 6 | 6 | 1.28% | 1.74% | 3.12% | Q4 2019 | Q1 2021 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.20% | 0.44% | 0.90% | Q4 2020 | Q1 2022 | 6 |
Ackerman Capital Advisors, LLC | 6 | 6 | 0.05% | 0.08% | 0.09% | Q3 2021 | Q4 2022 | 6 |
Banco BTG Pactual S.A. | 4 | 2 | 0.76% | 4.69% | 9.97% | Q3 2020 | Q3 2023 | 6 |
Lloyd Advisory Services, LLC. | 6 | 6 | 0.00% | 0.15% | 0.44% | Q4 2019 | Q1 2021 | 6 |
Stokes Family Office, LLC | 5 | 1 | 0.03% | 0.04% | 0.08% | Q1 2021 | Q3 2023 | 6 |
Fortis Capital Management LLC | 6 | 6 | 0.10% | 0.28% | 0.49% | Q2 2022 | Q3 2023 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.02% | 1.04% | 2.06% | Q4 2021 | Q1 2023 | 6 |
QCI ASSET MANAGEMENT INC/NY | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2021 | 6 |
Arcus Capital Partners, LLC | 5 | 1 | 0.10% | 0.57% | 0.71% | Q4 2016 | Q3 2019 | 6 |
ANGELO GORDON & CO., L.P. | 3 | 1 | 0.52% | 5.19% | 26.18% | Q2 2018 | Q1 2020 | 6 |
Euclid Advisors LLC | 4 | 2 | 0.40% | 0.41% | 0.44% | Q3 2013 | Q2 2016 | 6 |
SURIENCE PRIVATE WEALTH LLC | 6 | 6 | 0.39% | 1.24% | 4.82% | Q1 2022 | Q2 2023 | 6 |
Liberty Mutual Group Asset Management Inc. | 5 | 1 | 0.07% | 13.05% | 17.82% | Q4 2017 | Q1 2022 | 6 |
BRAVE ASSET MANAGEMENT INC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2017 | 6 |
BlackRock Japan Co. Ltd | 6 | 6 | 0.01% | 0.14% | 0.34% | Q3 2015 | Q4 2016 | 6 |
MANCHESTER FINANCIAL INC | 5 | 1 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q4 2020 | 6 |
Modus Advisors, LLC | 5 | 1 | 0.02% | 1.92% | 2.35% | Q2 2020 | Q4 2023 | 6 |
SYMONS CAPITAL MANAGEMENT INC | 5 | 1 | 0.08% | 0.34% | 0.41% | Q2 2019 | Q3 2021 | 6 |
Tradewinds, LLC. | 6 | 6 | 0.18% | 0.38% | 0.48% | Q2 2022 | Q3 2023 | 6 |
New Vernon Capital Holdings II LLC | 6 | 6 | 0.70% | 1.00% | 1.45% | Q2 2016 | Q3 2017 | 6 |
Anson Capital, Inc. | 6 | 6 | 0.37% | 3.94% | 7.75% | Q4 2021 | Q1 2023 | 6 |
PHILADELPHIA TRUST CO | 5 | 1 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2021 | 6 |
Avion Wealth | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Blue Sky Asset Management, LLC | 3 | 3 | 0.09% | 0.17% | 0.27% | Q2 2017 | Q2 2020 | 6 |
Olympiad Research LP | 6 | 6 | 0.14% | 0.55% | 0.80% | Q1 2021 | Q2 2022 | 6 |
Orinda Asset Management LLC | 6 | 6 | 0.10% | 0.15% | 0.20% | Q2 2013 | Q3 2014 | 6 |
Joule Financial, LLC | 6 | 6 | 1.05% | 6.15% | 9.85% | Q2 2022 | Q3 2023 | 6 |
WESPAC Advisors, LLC | 3 | 1 | 0.15% | 1.25% | 2.05% | Q4 2014 | Q3 2021 | 6 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 5 | 1 | 0.19% | 0.32% | 0.50% | Q1 2021 | Q3 2022 | 6 |
MEMBERS CAPITAL ADVISORS INC | 5 | 1 | 0.16% | 9.33% | 17.95% | Q4 2020 | Q4 2022 | 6 |
FOCUS Wealth Advisors, LLC | 6 | 6 | 1.19% | 1.44% | 1.66% | Q4 2020 | Q1 2022 | 6 |
BTR CAPITAL MANAGEMENT INC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2021 | Q3 2022 | 6 |
Monument Capital Management | 3 | 3 | 0.33% | 0.89% | 2.43% | Q2 2021 | Q4 2022 | 6 |
Orion Capital Management LLC | 6 | 6 | 0.33% | 0.57% | 0.76% | Q4 2020 | Q1 2022 | 6 |
TDAM USA INC. | 5 | 1 | 0.01% | 0.15% | 0.86% | Q3 2013 | Q3 2015 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.08% | 0.11% | 0.17% | Q2 2013 | Q3 2014 | 6 |
20/20 Capital Management, Inc. | 6 | 6 | 0.16% | 0.40% | 0.93% | Q1 2020 | Q2 2021 | 6 |
NorthCoast Asset Management LLC | 6 | 6 | 0.02% | 0.15% | 0.40% | Q2 2020 | Q3 2021 | 6 |
Atlantic Union Bankshares Corp | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 0.52% | 0.70% | 0.88% | Q2 2022 | Q3 2023 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.26% | 1.07% | 3.49% | Q1 2016 | Q2 2022 | 6 |
Fosun International Ltd | 5 | 1 | 2.61% | 3.97% | 4.61% | Q4 2019 | Q3 2021 | 6 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.06% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 6 |
Richwood Investment Advisors, LLC | 6 | 6 | 0.60% | 0.74% | 0.92% | Q4 2021 | Q1 2023 | 6 |
3D/L Capital Management, LLC | 6 | 6 | 0.06% | 0.07% | 0.10% | Q1 2021 | Q2 2022 | 6 |
Lokken Investment Group LLC | 5 | 1 | 0.16% | 0.46% | 1.74% | Q1 2012 | Q4 2021 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.16% | 0.29% | 0.40% | Q1 2022 | Q2 2023 | 6 |
ASPIRIANT, LLC | 3 | 1 | 0.01% | 0.07% | 0.20% | Q1 2017 | Q4 2021 | 6 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 6 | 6 | 0.17% | 0.21% | 0.26% | Q1 2018 | Q2 2019 | 6 |
Roger Wittlin Investment Advisory, LLC | 4 | 1 | 0.34% | 1.51% | 2.55% | Q4 2021 | Q3 2023 | 6 |
Busey Bank | 5 | 1 | 0.02% | 0.05% | 0.19% | Q4 2018 | Q3 2023 | 6 |
Portfolio Strategies Inc | 4 | 1 | 0.21% | 1.18% | 2.25% | Q4 2013 | Q2 2017 | 6 |
Bishop & Co Investment Management, LLC | 6 | 6 | 2.17% | 3.39% | 7.11% | Q2 2022 | Q3 2023 | 6 |
VESTOR CAPITAL, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
SWS Partners | 3 | 1 | 0.03% | 0.07% | 0.10% | Q4 2017 | Q3 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Southern Farm Bureau Life Insurance | 6 | 6 | 5.74% | 6.59% | 7.87% | Q4 2020 | Q1 2022 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Hanson & Doremus Investment Management | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Strategic Equity Management | 6 | 6 | 1.12% | 3.14% | 5.04% | Q4 2020 | Q1 2022 | 6 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 2 | 0.00% | 0.04% | 0.16% | Q3 2020 | Q4 2021 | 6 |
Smithfield Trust Co | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
Paragon Capital Management LLC | 5 | 1 | 0.23% | 0.27% | 0.33% | Q1 2020 | Q3 2021 | 6 |
Blue Chip Partners, LLC | 4 | 1 | 0.03% | 0.05% | 0.09% | Q1 2018 | Q3 2022 | 5 |
Peak Asset Management, LLC | 5 | 5 | 0.05% | 0.42% | 0.66% | Q2 2020 | Q2 2021 | 5 |
Spectrum Asset Management, Inc. (NB/CA) | 5 | 5 | 0.06% | 1.69% | 3.90% | Q3 2020 | Q3 2021 | 5 |
Leisure Capital Management | 5 | 5 | 0.18% | 0.21% | 0.26% | Q2 2016 | Q2 2017 | 5 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2022 | 5 |
McNamara Financial Services, Inc. | 5 | 5 | 0.21% | 0.32% | 0.71% | Q4 2014 | Q4 2015 | 5 |
Graticule Asia Macro Advisors LLC | 2 | 1 | 0.53% | 11.01% | 28.44% | Q2 2015 | Q4 2022 | 5 |
Caprock Group, LLC | 5 | 5 | 0.05% | 0.18% | 0.30% | Q1 2016 | Q1 2017 | 5 |
Trust Asset Management LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2011 | Q1 2016 | 5 |
HC FINANCIAL ADVISORS INC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2022 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 0.05% | 0.06% | 0.10% | Q4 2022 | Q4 2023 | 5 |
Independence Advisors, LLC | 4 | 1 | 0.01% | 0.04% | 0.14% | Q2 2016 | Q3 2020 | 5 |
American Financial Network Advisory Services LLC | 5 | 5 | 0.13% | 0.17% | 0.27% | Q3 2017 | Q3 2018 | 5 |
Transform Wealth, LLC | 5 | 5 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q1 2021 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 1.84% | 2.02% | 2.45% | Q4 2013 | Q4 2014 | 5 |
USS Investment Management Ltd | 5 | 5 | 2.54% | 2.93% | 3.36% | Q2 2020 | Q2 2021 | 5 |
First Command Financial Services, Inc. | 2 | 1 | 0.00% | 12.45% | 62.20% | Q4 2016 | Q4 2018 | 5 |
RAY GERALD L & ASSOCIATES LTD | 5 | 5 | 0.25% | 0.32% | 0.41% | Q3 2016 | Q3 2017 | 5 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Premia Global Advisors, LLC | 3 | 2 | 0.08% | 0.21% | 0.35% | Q4 2017 | Q2 2019 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2018 | 5 |
Edmond de Rothschild (Europe) | 4 | 1 | 0.06% | 0.20% | 0.31% | Q2 2015 | Q3 2016 | 5 |
Moneda S.A. Administradora General de Fondos | 5 | 5 | 0.24% | 0.36% | 0.46% | Q3 2022 | Q3 2023 | 5 |
Deer Park Road Corp | 2 | 1 | 0.65% | 2.86% | 8.92% | Q4 2018 | Q2 2022 | 5 |
Clear Perspective Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Rotella Capital Management, Inc. | 5 | 5 | 1.38% | 2.89% | 6.28% | Q4 2013 | Q4 2014 | 5 |
Lombard Odier Transatlantic Ltd | 5 | 5 | 0.05% | 0.09% | 0.13% | Q4 2014 | Q4 2015 | 5 |
ACT Advisors, LLC. | 5 | 5 | 0.58% | 0.65% | 0.87% | Q4 2020 | Q4 2021 | 5 |
PFM Asset Management LLC | 5 | 5 | 0.18% | 0.32% | 0.48% | Q4 2018 | Q4 2019 | 5 |
Private Wealth Group, LLC | 4 | 1 | 1.70% | 1.87% | 2.20% | Q4 2017 | Q4 2019 | 5 |
BSW Wealth Partners | 3 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2021 | 5 |
CAHABA WEALTH MANAGEMENT, INC. | 5 | 5 | 0.07% | 0.14% | 0.19% | Q3 2017 | Q3 2018 | 5 |
Saba Capital Management, L.P. | 3 | 1 | 0.07% | 0.41% | 1.10% | Q1 2014 | Q4 2015 | 5 |
VANGUARD GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 5 |
Legacy Wealth Partners, Inc. | 5 | 5 | 1.02% | 2.13% | 4.13% | Q4 2019 | Q4 2020 | 5 |
TIEDEMANN ADVISORS, LLC | 3 | 1 | 0.02% | 0.30% | 0.53% | Q2 2017 | Q3 2020 | 5 |
Ally Financial Inc. | 5 | 5 | 2.58% | 4.47% | 6.64% | Q1 2015 | Q1 2016 | 5 |
Advanced Asset Management Advisors Inc | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 5 |
Pharo Management, Inc. | 4 | 4 | 3.20% | 42.11% | 100.00% | Q4 2022 | Q3 2023 | 5 |
FinTrust Investment Advisory Services, LLC | 3 | 2 | 0.23% | 0.65% | 1.22% | Q2 2013 | Q1 2018 | 5 |
MU Investments Co., Ltd. | 2 | 1 | 0.18% | 0.31% | 0.48% | Q2 2014 | Q4 2015 | 5 |
RiverFront Investment Group, LLC | 4 | 1 | 0.08% | 1.98% | 3.42% | Q4 2008 | Q4 2022 | 5 |
Ipswich Investment Management Co., Inc. | 5 | 5 | 0.47% | 0.52% | 0.58% | Q2 2020 | Q2 2021 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q2 2021 | 5 |
Biondo Investment Advisors, LLC | 5 | 5 | 0.21% | 0.24% | 0.29% | Q2 2013 | Q2 2014 | 5 |
Ensign Peak Advisors, Inc | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
D L CARLSON INVESTMENT GROUP INC | 4 | 1 | 0.07% | 0.12% | 0.15% | Q2 2013 | Q4 2016 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 5 |
FINANCIAL LIFE ADVISORS | 5 | 5 | 0.89% | 1.36% | 1.69% | Q3 2022 | Q3 2023 | 5 |
Global X Management CO LLC | 2 | 1 | 0.01% | 0.09% | 0.21% | Q1 2015 | Q3 2017 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Serengeti Asset Management LP | 3 | 2 | 1.57% | 9.89% | 20.68% | Q1 2018 | Q2 2019 | 5 |
DAVIS R M INC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.12% | 0.92% | 1.89% | Q2 2021 | Q2 2022 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q4 2016 | 5 |
Patriot Wealth Management, Inc. | 5 | 5 | 0.13% | 0.18% | 0.24% | Q4 2017 | Q4 2018 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 5 |
HighVista Strategies LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q2 2014 | 5 |
LEVITT CAPITAL MANAGEMENT LLC | 5 | 5 | 4.94% | 7.47% | 11.35% | Q2 2013 | Q2 2014 | 5 |
Mount Yale Investment Advisors, LLC | 4 | 1 | 0.06% | 0.15% | 0.22% | Q2 2020 | Q3 2023 | 5 |
Amundi | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.12% | 0.48% | 0.93% | Q4 2016 | Q4 2017 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 3 | 1 | 0.05% | 0.09% | 0.12% | Q2 2018 | Q1 2022 | 5 |
Essex Financial Services, Inc. | 3 | 1 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 5 |
EXCALIBUR MANAGEMENT CORP | 5 | 5 | 0.22% | 0.24% | 0.28% | Q2 2013 | Q2 2014 | 5 |
Great Point Wealth Advisors, LLC | 5 | 5 | 0.36% | 0.39% | 0.44% | Q4 2018 | Q4 2019 | 5 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
GENWORTH FINANCIAL INC | 4 | 1 | 0.00% | 36.89% | 97.73% | Q2 2013 | Q3 2021 | 5 |
WBH ADVISORY INC | 3 | 2 | 0.28% | 0.59% | 0.76% | Q2 2022 | Q3 2023 | 5 |
OXFORD FINANCIAL GROUP, LTD. LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
RONALD BLUE & CO LLC | 5 | 5 | 0.04% | 0.08% | 0.11% | Q2 2016 | Q2 2017 | 5 |
Claro Advisors LLC | 4 | 1 | 0.10% | 0.25% | 0.54% | Q4 2018 | Q3 2023 | 5 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 3 | 1 | 1.70% | 4.57% | 6.61% | Q3 2016 | Q3 2019 | 5 |
Apexium Financial, LP | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 5 |
Allred Capital Management, LLC | 2 | 1 | 0.03% | 0.16% | 0.28% | Q4 2018 | Q2 2022 | 5 |
WEST BANCORPORATION INC | 4 | 1 | 0.03% | 0.16% | 0.21% | Q4 2019 | Q4 2021 | 5 |
Partners Value Investments L.P. | 4 | 1 | 0.00% | 0.07% | 0.11% | Q3 2020 | Q3 2023 | 5 |
DODGE & COX | 2 | 1 | 0.00% | 0.23% | 0.49% | Q1 2016 | Q2 2022 | 5 |
Trail Ridge Investment Advisors, LLC | 5 | 5 | 0.15% | 0.27% | 0.46% | Q4 2021 | Q4 2022 | 5 |
Granite Bay Wealth Management, LLC | 4 | 1 | 0.09% | 0.22% | 0.31% | Q4 2021 | Q3 2023 | 5 |
Knuff & Co LLC | 5 | 5 | 0.01% | 0.27% | 0.54% | Q1 2020 | Q1 2021 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.05% | 0.09% | 0.14% | Q4 2021 | Q4 2022 | 5 |
NEIRG Wealth Management, LLC | 4 | 1 | 0.10% | 0.85% | 1.11% | Q4 2021 | Q2 2023 | 5 |
KENFARB & CO. | 5 | 5 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Gouws Capital LLC | 5 | 5 | 0.59% | 0.62% | 0.65% | Q3 2022 | Q3 2023 | 5 |
EPIQ Capital Group, LLC | 4 | 1 | 0.16% | 0.22% | 0.24% | Q4 2019 | Q3 2023 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 3 | 2 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q3 2023 | 5 |
ORSER CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.28% | 0.74% | 1.21% | Q4 2020 | Q4 2021 | 5 |
MATRIX PRIVATE CAPITAL GROUP LLC | 5 | 5 | 0.01% | 0.09% | 0.23% | Q4 2019 | Q4 2020 | 5 |
Latitude Advisors, LLC | 2 | 1 | 0.06% | 0.69% | 1.36% | Q4 2020 | Q1 2023 | 5 |
WASHBURN CAPITAL MANAGEMENT, INC. | 5 | 5 | 1.64% | 2.66% | 3.46% | Q4 2019 | Q4 2020 | 5 |
ARS Wealth Advisors, LLC | 5 | 5 | 0.13% | 0.20% | 0.23% | Q3 2015 | Q3 2016 | 5 |
Americana Partners, LLC | 3 | 1 | 0.06% | 0.22% | 0.44% | Q4 2019 | Q3 2023 | 5 |
Lineweaver Wealth Advisors, LLC | 5 | 5 | 0.92% | 1.72% | 2.84% | Q3 2022 | Q3 2023 | 5 |
American Trust | 4 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 5 |
Professional Financial Advisors, LLC | 4 | 1 | 0.01% | 0.16% | 0.74% | Q4 2019 | Q3 2022 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Atlas Private Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.27% | 0.33% | 0.39% | Q2 2020 | Q3 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.09% | 0.12% | Q4 2021 | Q4 2022 | 5 |
Meadow Creek Wealth Advisors LLC | 4 | 1 | 0.46% | 0.54% | 0.77% | Q4 2019 | Q3 2022 | 5 |
CarsonAllaria Wealth Management, Ltd. | 3 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Summit Place Financial Advisors, LLC | 5 | 5 | 0.32% | 0.41% | 0.45% | Q1 2021 | Q1 2022 | 5 |
Independent Wealth Network Inc. | 3 | 2 | 0.13% | 0.24% | 0.40% | Q3 2021 | Q3 2023 | 5 |
DERBY & COMPANY, INC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q3 2021 | 5 |
Menard Financial Group LLC | 5 | 5 | 2.24% | 3.55% | 5.65% | Q1 2020 | Q1 2021 | 5 |
Integrity Financial Corp /WA | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q4 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Westshore Wealth, LLC | 5 | 5 | 9.20% | 9.53% | 9.95% | Q2 2022 | Q2 2023 | 5 |
Truadvice, LLC | 3 | 2 | 0.07% | 0.23% | 0.62% | Q3 2020 | Q3 2023 | 5 |
Symetra Investment Management Co | 5 | 5 | 17.94% | 83.59% | 100.00% | Q1 2020 | Q1 2021 | 5 |
Strengthening Families & Communities, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
EMFO, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2022 | 5 |
Smallwood Wealth Investment Management, LLC | 5 | 5 | 0.78% | 0.84% | 0.91% | Q3 2022 | Q3 2023 | 5 |
Walkner Condon Financial Advisors LLC | 5 | 5 | 0.19% | 0.26% | 0.35% | Q4 2020 | Q4 2021 | 5 |
Connectus Wealth, LLC | 3 | 2 | 0.00% | 0.04% | 0.13% | Q1 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Advisor Resource Council | 5 | 5 | 0.17% | 0.43% | 0.83% | Q2 2021 | Q2 2022 | 5 |
Tri-Star Advisors Inc. | 4 | 1 | 1.11% | 6.59% | 11.24% | Q2 2020 | Q3 2022 | 5 |
Source Financial Advisors LLC | 3 | 2 | 0.11% | 0.33% | 0.56% | Q4 2020 | Q3 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.13% | 1.16% | 2.91% | Q4 2020 | Q3 2023 | 5 |
PATRON PARTNERS, LLC | 4 | 1 | 0.40% | 0.56% | 0.68% | Q4 2020 | Q4 2022 | 5 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 5 | 5 | 0.04% | 0.07% | 0.12% | Q3 2015 | Q3 2016 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 3.12% | 4.15% | 4.75% | Q1 2015 | Q1 2016 | 5 |
Akaloa Resource Foundation | 5 | 5 | 51.69% | 55.91% | 65.76% | Q4 2015 | Q4 2016 | 5 |
Farmers National Bank | 5 | 5 | 0.02% | 0.08% | 0.17% | Q2 2017 | Q2 2018 | 5 |
Activest Wealth Management | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 4 |
NIXON PEABODY TRUST CO | 4 | 4 | 0.20% | 0.32% | 0.37% | Q4 2015 | Q3 2016 | 4 |
Itau USA Asset Management Inc. | 2 | 2 | 0.15% | 0.18% | 0.26% | Q3 2013 | Q1 2016 | 4 |
UG Investment Advisers Ltd. | 3 | 1 | 0.19% | 1.07% | 2.27% | Q4 2020 | Q3 2023 | 4 |
WEALTH EFFECTS LLC | 4 | 4 | 0.10% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.02% | 0.08% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.12% | 0.16% | 0.25% | Q2 2022 | Q1 2023 | 4 |
First Citizens Asset Management, Inc. | 4 | 4 | 0.21% | 0.27% | 0.43% | Q4 2022 | Q3 2023 | 4 |
Executive Wealth Management, LLC | 4 | 4 | 0.11% | 0.15% | 0.19% | Q4 2018 | Q3 2019 | 4 |
Wells Financial Advisors INC | 4 | 4 | 1.28% | 1.52% | 1.69% | Q4 2020 | Q3 2021 | 4 |
DDFG, Inc | 4 | 4 | 4.24% | 4.44% | 4.75% | Q4 2022 | Q3 2023 | 4 |
Jessup Wealth Management, Inc | 4 | 4 | 0.28% | 0.61% | 0.85% | Q4 2022 | Q3 2023 | 4 |
J Arnold Wealth Management Co | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2021 | 4 |
KEELEY ASSET MANAGEMENT CORP | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q4 2016 | 4 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.16% | 0.48% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.12% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
MONROE BANK & TRUST/MI | 4 | 4 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q1 2014 | 4 |
IMA Wealth, Inc. | 4 | 4 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q1 2019 | 4 |
FACTORY MUTUAL INSURANCE CO | 4 | 4 | 0.17% | 0.30% | 0.35% | Q4 2021 | Q3 2022 | 4 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 1 | 1 | 0.90% | 1.05% | 1.16% | Q3 2013 | Q3 2015 | 4 |
Crewe Advisors LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2022 | 4 |
Family Asset Management, LLC | 4 | 4 | 1.52% | 1.94% | 2.47% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.17% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 0.70% | 0.78% | 0.91% | Q4 2018 | Q3 2019 | 4 |
Financial Designs Corp | 4 | 4 | 6.82% | 7.43% | 7.80% | Q4 2022 | Q3 2023 | 4 |
BBVA USA Bancshares, Inc. | 4 | 4 | 0.02% | 0.07% | 0.14% | Q2 2020 | Q1 2021 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.16% | 0.24% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Biltmore Family Office, LLC | 4 | 4 | 1.77% | 2.32% | 2.56% | Q4 2017 | Q3 2018 | 4 |
Keystone Wealth Services, LLC | 2 | 1 | 0.10% | 0.22% | 0.47% | Q4 2021 | Q3 2023 | 4 |
NINE MASTS CAPITAL Ltd | 4 | 4 | 0.71% | 0.85% | 1.01% | Q2 2016 | Q1 2017 | 4 |
Cardan Capital Partners, LLC | 4 | 4 | 0.04% | 0.17% | 0.57% | Q2 2020 | Q1 2021 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 0.73% | 0.79% | 0.87% | Q4 2022 | Q3 2023 | 4 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
5th Street Advisors, LLC | 4 | 4 | 8.40% | 9.68% | 10.75% | Q4 2022 | Q3 2023 | 4 |
Beaumont Capital Management, LLC | 3 | 1 | 0.39% | 1.24% | 2.15% | Q4 2021 | Q3 2023 | 4 |
Fiduciary Planning LLC | 3 | 1 | 0.00% | 1.28% | 5.11% | Q1 2020 | Q1 2021 | 4 |
COLUMBIA ADVISORY PARTNERS LLC | 4 | 4 | 0.22% | 1.01% | 3.23% | Q4 2022 | Q3 2023 | 4 |
STEPH & CO | 2 | 1 | 0.01% | 0.06% | 0.10% | Q1 2020 | Q3 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
TCG Advisory Services, LLC | 3 | 1 | 0.04% | 0.45% | 1.37% | Q4 2020 | Q3 2023 | 4 |
Clarity Financial LLC | 4 | 4 | 0.04% | 0.27% | 0.70% | Q4 2020 | Q3 2021 | 4 |
National Wealth Management Group, LLC | 3 | 1 | 0.23% | 0.67% | 0.87% | Q4 2021 | Q1 2023 | 4 |
QVR LLC | 3 | 3 | 0.09% | 1.90% | 3.97% | Q3 2019 | Q1 2020 | 4 |
Wildcat Capital Management, LLC | 4 | 4 | 2.26% | 3.64% | 4.18% | Q1 2019 | Q4 2019 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 1 | 0.77% | 3.43% | 5.04% | Q4 2020 | Q4 2023 | 4 |
L.M. KOHN & COMPANY | 2 | 1 | 0.09% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.29% | 0.32% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Veracity Capital LLC | 4 | 4 | 0.30% | 0.66% | 0.80% | Q2 2020 | Q1 2021 | 4 |
BANK OF KOREA | 4 | 4 | 8.92% | 9.17% | 9.32% | Q4 2022 | Q3 2023 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.03% | 0.10% | 0.21% | Q4 2018 | Q3 2019 | 4 |
Sentinus, LLC | 4 | 4 | 0.92% | 1.49% | 2.06% | Q3 2022 | Q2 2023 | 4 |
Heartwood Wealth Advisors LLC | 4 | 4 | 0.98% | 1.00% | 1.03% | Q4 2022 | Q3 2023 | 4 |
Physician Wealth Advisors, Inc. | 4 | 4 | 0.11% | 1.80% | 2.49% | Q4 2019 | Q3 2020 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.06% | 0.10% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Watson Rebecca | 4 | 4 | 0.44% | 0.67% | 0.87% | Q4 2019 | Q3 2020 | 4 |
Ameraudi Asset Management, Inc. | 4 | 4 | 0.09% | 0.53% | 0.97% | Q2 2022 | Q1 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.56% | 0.64% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 4 |
CEDAR CAPITAL, LLC | 4 | 4 | 0.10% | 0.13% | 0.15% | Q1 2016 | Q4 2016 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Fermata Advisors, LLC | 2 | 1 | 0.10% | 0.62% | 1.80% | Q2 2021 | Q3 2023 | 4 |
NAYA CAPITAL MANAGEMENT UK LTD | 2 | 2 | 11.52% | 15.64% | 18.76% | Q1 2021 | Q1 2022 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.50% | 0.87% | 1.77% | Q3 2020 | Q3 2023 | 4 |
CANTOR FITZGERALD, L. P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ciovacco Capital Management LLC | 4 | 4 | 0.30% | 1.23% | 3.28% | Q4 2022 | Q3 2023 | 4 |
Canvas Wealth Advisors, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
TCG Advisors, LP | 3 | 1 | 0.04% | 0.50% | 1.58% | Q2 2019 | Q2 2020 | 4 |
Hedeker Wealth, LLC | 2 | 2 | 0.14% | 1.29% | 2.43% | Q2 2016 | Q4 2019 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.54% | 0.64% | 0.74% | Q4 2021 | Q3 2022 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.22% | 0.55% | 1.04% | Q1 2023 | Q4 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 1.15% | 1.41% | 1.82% | Q4 2022 | Q3 2023 | 4 |
MidWestOne Financial Group, Inc. | 4 | 4 | 0.06% | 0.10% | 0.12% | Q4 2019 | Q3 2020 | 4 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 4 | 4 | 1.48% | 2.18% | 3.61% | Q4 2019 | Q3 2020 | 4 |
EDGE ASSET MANAGEMENT, INC | 3 | 1 | 0.02% | 0.07% | 0.15% | Q3 2015 | Q4 2016 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
DOLIVER ADVISORS, LP | 3 | 1 | 0.11% | 0.16% | 0.23% | Q1 2021 | Q3 2022 | 4 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.43% | 1.45% | 2.46% | Q3 2014 | Q2 2015 | 4 |
VIAWEALTH, LLC | 4 | 4 | 1.41% | 1.65% | 1.78% | Q4 2022 | Q3 2023 | 4 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 3 | 1 | 0.78% | 4.09% | 7.49% | Q4 2019 | Q4 2020 | 4 |
Astor Investment Management LLC | 4 | 4 | 2.33% | 5.69% | 10.18% | Q2 2020 | Q1 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Pictet North America Advisors SA | 2 | 2 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q1 2016 | 4 |
Clean Yield Group | 3 | 1 | 0.00% | 0.06% | 0.13% | Q3 2016 | Q1 2022 | 4 |
MRA Advisory Group | 4 | 4 | 0.21% | 2.83% | 5.01% | Q4 2020 | Q3 2021 | 4 |
Japan Science & Technology Agency | 4 | 4 | 15.92% | 17.87% | 21.85% | Q4 2022 | Q3 2023 | 4 |
SG3 Management, LLC | 1 | 1 | 0.02% | 0.15% | 0.42% | Q1 2020 | Q3 2020 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 2.68% | 3.00% | 3.41% | Q4 2022 | Q3 2023 | 4 |
Capital Advisors Wealth Management, LLC | 4 | 4 | 0.15% | 0.21% | 0.34% | Q1 2021 | Q4 2021 | 4 |
Eldridge Investment Advisors, Inc. | 4 | 4 | 0.23% | 0.26% | 0.29% | Q4 2017 | Q3 2018 | 4 |
RAYNER & HAYNOR | 4 | 4 | 0.46% | 0.48% | 0.50% | Q4 2013 | Q3 2014 | 4 |
Hackensack Meridian Health, Inc. | 4 | 4 | 2.84% | 4.30% | 5.58% | Q4 2021 | Q3 2022 | 4 |
CQS Cayman LP | 4 | 4 | 9.52% | 20.26% | 36.42% | Q4 2018 | Q3 2019 | 4 |
FWL INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Members Advisory Group LLC | 4 | 4 | 8.80% | 9.14% | 9.80% | Q4 2022 | Q3 2023 | 4 |
KFA Private Wealth Group, LLC | 2 | 2 | 0.11% | 0.13% | 0.15% | Q3 2020 | Q3 2021 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Edenbrook Capital, LLC | 4 | 4 | 0.57% | 2.98% | 4.90% | Q1 2021 | Q4 2021 | 4 |
Cresta Advisors, Ltd. | 4 | 4 | 9.57% | 19.67% | 30.88% | Q4 2022 | Q3 2023 | 4 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 0.45% | 0.46% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Northeast Financial Consultants Inc | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2020 | Q1 2021 | 4 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 4 |
Manifold Partners, LLC | 3 | 1 | 0.09% | 3.75% | 5.80% | Q2 2013 | Q2 2016 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
Anfield Capital Management, LLC | 2 | 1 | 0.01% | 0.41% | 0.98% | Q4 2019 | Q3 2021 | 4 |
One Charles Private Wealth Services, LLC | 2 | 1 | 0.13% | 0.68% | 1.51% | Q1 2021 | Q3 2023 | 4 |
MBA Advisors LLC | 4 | 4 | 0.14% | 0.34% | 0.72% | Q1 2021 | Q4 2021 | 4 |
Mirador Capital Partners LP | 3 | 1 | 0.12% | 1.65% | 5.74% | Q3 2016 | Q4 2017 | 4 |
Psagot Value Holdings Ltd. / (Israel) | 4 | 4 | 0.34% | 0.48% | 0.60% | Q3 2021 | Q2 2022 | 4 |
Triumph Capital Management | 4 | 4 | 0.02% | 0.09% | 0.15% | Q4 2021 | Q3 2022 | 4 |
Legacy Financial Group LLC | 3 | 1 | 0.40% | 0.49% | 0.57% | Q2 2021 | Q3 2023 | 4 |
Godshalk Welsh Capital Management, Inc. | 2 | 1 | 0.13% | 0.30% | 0.60% | Q4 2014 | Q2 2021 | 4 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Leicht Financial Planning & Wealth Management, Inc. | 4 | 4 | 0.43% | 1.42% | 2.49% | Q2 2019 | Q1 2020 | 4 |
FirstPurpose Wealth LLC | 3 | 1 | 0.22% | 0.26% | 0.28% | Q4 2021 | Q2 2023 | 4 |
Perennial Investment Advisors, LLC | 4 | 4 | 0.09% | 0.23% | 0.31% | Q2 2020 | Q1 2021 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.20% | 0.57% | 1.52% | Q2 2017 | Q2 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 1.14% | 1.19% | 1.24% | Q4 2022 | Q3 2023 | 4 |
Legend Financial Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
Brand Asset Management Group, Inc. | 4 | 4 | 0.03% | 0.10% | 0.19% | Q2 2020 | Q1 2021 | 4 |
III Capital Management | 2 | 2 | 0.04% | 2.32% | 5.18% | Q2 2022 | Q3 2023 | 4 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.23% | 0.68% | Q2 2013 | Q4 2013 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.37% | 0.42% | 0.47% | Q4 2022 | Q3 2023 | 4 |
McCarthy Asset Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Wayfinding Financial, LLC | 3 | 1 | 6.88% | 8.20% | 11.28% | Q3 2022 | Q3 2023 | 4 |
Acorn Advisory Capital L.P. | 4 | 4 | 0.39% | 0.86% | 1.85% | Q4 2017 | Q3 2018 | 4 |
All Season Financial Advisors, Inc. | 3 | 1 | 1.08% | 3.07% | 5.08% | Q2 2021 | Q2 2023 | 4 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 2 | 2 | 15.33% | 25.05% | 38.73% | Q3 2016 | Q3 2017 | 4 |
M.D. Sass, Inc. | 3 | 3 | 2.73% | 7.42% | 11.92% | Q1 2023 | Q3 2023 | 4 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.01% | 0.24% | 0.50% | Q4 2017 | Q4 2020 | 4 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.56% | 18.09% | 40.98% | Q2 2016 | Q4 2019 | 4 |
WestHill Financial Advisors, Inc. | 4 | 4 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Elm Partners Management LLC | 3 | 1 | 0.06% | 0.13% | 0.20% | Q3 2022 | Q3 2023 | 4 |
Williams Financial, LLC | 2 | 1 | 1.07% | 4.60% | 9.62% | Q4 2020 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Apollo Management Holdings, L.P. | 2 | 1 | 0.04% | 0.37% | 0.98% | Q1 2020 | Q1 2022 | 4 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Greenland Capital Management LP | 4 | 4 | 0.12% | 0.24% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Private Wealth Partners, LLC | 4 | 4 | 0.02% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Onex Canada Asset Management Inc. | 4 | 4 | 0.04% | 1.10% | 1.50% | Q1 2021 | Q4 2021 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.03% | 0.09% | Q3 2020 | Q3 2023 | 4 |
FORTE ASSET MANAGEMENT LLC | 4 | 4 | 2.17% | 3.29% | 4.03% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 0.51% | 1.94% | 2.72% | Q4 2022 | Q3 2023 | 4 |
Angeles Investment Advisors, LLC | 4 | 4 | 4.50% | 6.16% | 9.06% | Q1 2020 | Q4 2020 | 4 |
KLS Diversified Asset Management LP | 2 | 1 | 1.15% | 2.96% | 4.90% | Q1 2018 | Q2 2019 | 4 |
Rezny Wealth Management, Inc. | 4 | 4 | 0.31% | 1.68% | 3.28% | Q3 2016 | Q2 2017 | 4 |
DOW CHEMICAL CO /DE/ | 3 | 1 | 6.92% | 14.11% | 21.10% | Q2 2021 | Q3 2022 | 4 |
Matrix Trust Co | 4 | 4 | 0.01% | 0.10% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Indices-Pac Research Corp. | 4 | 4 | 0.84% | 0.88% | 0.90% | Q2 2013 | Q1 2014 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2023 | Q3 2023 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.41% | 0.49% | 0.69% | Q4 2020 | Q3 2021 | 4 |
Herold Advisors, Inc. | 2 | 1 | 0.01% | 0.06% | 0.12% | Q3 2021 | Q3 2023 | 4 |
Dorsey & Whitney Trust CO LLC | 3 | 1 | 0.03% | 0.14% | 0.20% | Q2 2013 | Q3 2022 | 4 |
Elevated Capital Advisors, LLC | 4 | 4 | 0.20% | 0.54% | 0.96% | Q2 2020 | Q1 2021 | 4 |
NexWave Capital Partners LLC | 4 | 4 | 10.28% | 13.22% | 14.37% | Q4 2019 | Q3 2020 | 4 |
Simplify Asset Management Inc. | 3 | 3 | 0.09% | 1.48% | 4.44% | Q1 2023 | Q3 2023 | 4 |
Rinet Co LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q2 2015 | Q1 2016 | 4 |
Keeley-Teton Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2017 | Q4 2017 | 4 |
DB Wealth Management Group, LLC | 3 | 1 | 0.00% | 0.09% | 0.33% | Q4 2020 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.07% | 0.68% | 2.49% | Q4 2017 | Q3 2018 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.47% | 1.19% | 2.76% | Q4 2021 | Q3 2022 | 4 |
NOVARE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.02% | 0.05% | 0.08% | Q3 2017 | Q2 2021 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.13% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Highland Financial Advisors, LLC | 4 | 4 | 1.74% | 1.93% | 2.21% | Q4 2022 | Q3 2023 | 4 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q3 2016 | 4 |
KANAWHA CAPITAL MANAGEMENT LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Personal Wealth Partners | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2021 | 4 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.16% | 0.20% | 0.24% | Q4 2017 | Q3 2018 | 4 |
GREENLEAF TRUST | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2023 | 4 |
Stewardship Advisors, LLC | 4 | 4 | 4.78% | 6.17% | 7.03% | Q1 2020 | Q4 2020 | 4 |
ENZI WEALTH | 4 | 4 | 0.11% | 0.63% | 0.97% | Q3 2022 | Q2 2023 | 4 |
Windsor Creek Advisors, LLC | 4 | 4 | 0.44% | 0.86% | 1.33% | Q4 2018 | Q3 2019 | 4 |
Astoria Portfolio Advisors LLC. | 4 | 4 | 0.52% | 0.68% | 1.15% | Q4 2021 | Q3 2022 | 4 |
Breakwater Capital Group | 4 | 4 | 0.11% | 0.25% | 0.38% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.88% | 0.93% | 0.98% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
United Asset Strategies, Inc. | 4 | 4 | 0.10% | 0.15% | 0.20% | Q4 2019 | Q3 2020 | 4 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 3 | 3 | 0.09% | 0.11% | 0.15% | Q3 2014 | Q1 2015 | 3 |
Q3 Asset Management | 1 | 1 | 0.72% | 0.94% | 1.11% | Q4 2017 | Q3 2019 | 3 |
Dai-ichi Life Holdings, Inc. | 3 | 3 | 0.29% | 0.79% | 1.37% | Q1 2016 | Q3 2016 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BlackRock Group LTD | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2015 | 3 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2020 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2021 | Q2 2022 | 3 |
Perella Weinberg Partners Capital Management LP | 2 | 1 | 0.27% | 0.58% | 1.16% | Q2 2017 | Q1 2018 | 3 |
Strid Group, LLC | 2 | 1 | 0.04% | 4.44% | 8.09% | Q4 2015 | Q1 2022 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.01% | 0.06% | 0.13% | Q4 2014 | Q3 2017 | 3 |
Secrest Blakey & Associates, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.01% | 0.30% | 0.59% | Q3 2017 | Q1 2018 | 3 |
Vericrest Private Wealth | 3 | 3 | 2.37% | 2.44% | 2.49% | Q4 2021 | Q2 2022 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Foresight Wealth Management, LLC | 3 | 3 | 0.09% | 0.16% | 0.23% | Q4 2019 | Q2 2020 | 3 |
CCG WEALTH MANAGEMENT, LLC | 3 | 3 | 0.14% | 0.16% | 0.19% | Q1 2019 | Q3 2019 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q4 2022 | 3 |
Thrive Capital Management, LLC | 3 | 3 | 1.61% | 1.76% | 1.96% | Q1 2023 | Q3 2023 | 3 |
FEDERAL RESERVE BANK OF NEW YORK | 3 | 3 | 20.71% | 25.38% | 28.11% | Q4 2020 | Q2 2021 | 3 |
Cobble Hill Financial Services, INC | 3 | 3 | 0.17% | 0.21% | 0.26% | Q1 2013 | Q3 2013 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Tevis Investment Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.17% | 0.19% | 0.20% | Q4 2021 | Q2 2022 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2018 | 3 |
Plan Group Financial, LLC | 2 | 1 | 0.83% | 2.10% | 4.31% | Q2 2022 | Q3 2023 | 3 |
Diameter Capital Partners LP | 1 | 1 | 5.50% | 9.21% | 14.23% | Q2 2018 | Q4 2021 | 3 |
Octavia Wealth Advisors, LLC | 2 | 1 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q1 2022 | 3 |
Meridian Wealth Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
TCWP LLC | 3 | 3 | 0.06% | 0.18% | 0.39% | Q4 2021 | Q2 2022 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.04% | 0.05% | 0.07% | Q1 2023 | Q3 2023 | 3 |
JOYN Advisors, Inc. | 2 | 1 | 0.00% | 0.08% | 0.23% | Q4 2013 | Q2 2018 | 3 |
BRINKER CAPITAL INC | 3 | 3 | 0.15% | 0.17% | 0.18% | Q2 2013 | Q4 2013 | 3 |
Baron Wealth Management LLC | 2 | 1 | 0.12% | 0.13% | 0.15% | Q1 2023 | Q4 2023 | 3 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 1 | 0.16% | 0.95% | 2.09% | Q4 2020 | Q3 2023 | 3 |
CHAPIN DAVIS, INC. | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Midwest Financial Group LLC | 3 | 3 | 4.77% | 5.05% | 5.38% | Q1 2023 | Q3 2023 | 3 |
Thomas J. Herzfeld Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2014 | 3 |
NCM Capital Management, LLC | 3 | 3 | 0.18% | 0.72% | 1.76% | Q1 2022 | Q3 2022 | 3 |
Bayesian Capital Management, LP | 1 | 1 | 0.06% | 0.16% | 0.25% | Q3 2017 | Q4 2019 | 3 |
1900 WEALTH MANAGEMENT LLC | 3 | 3 | 0.02% | 0.09% | 0.22% | Q2 2021 | Q4 2021 | 3 |
Solidarity Wealth, LLC | 3 | 3 | 0.57% | 0.67% | 0.72% | Q1 2022 | Q3 2022 | 3 |
Long Wharf Investors, Inc. | 3 | 3 | 0.21% | 0.80% | 1.10% | Q4 2013 | Q2 2014 | 3 |
COWEN AND COMPANY, LLC | 2 | 1 | 0.10% | 5.89% | 10.18% | Q4 2020 | Q3 2022 | 3 |
F-Squared Investment Management, LLC | 3 | 3 | 0.74% | 0.97% | 1.19% | Q4 2013 | Q2 2014 | 3 |
Maxim Capital Management LLC | 2 | 1 | 0.21% | 0.29% | 0.32% | Q4 2018 | Q4 2019 | 3 |
KWMG, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Passaic Partners LLC | 2 | 1 | 3.50% | 4.05% | 4.42% | Q3 2022 | Q3 2023 | 3 |
Ninepoint Partners LP | 3 | 3 | 0.61% | 0.80% | 1.08% | Q3 2018 | Q1 2019 | 3 |
FIR TREE CAPITAL MANAGEMENT LP | 3 | 3 | 0.11% | 1.17% | 3.28% | Q1 2023 | Q3 2023 | 3 |
Harfst & Associates, Inc. | 2 | 1 | 0.01% | 0.04% | 0.10% | Q1 2017 | Q1 2021 | 3 |
Gerber Kawasaki Wealth & Investment Management | 3 | 3 | 0.00% | 0.05% | 0.07% | Q3 2021 | Q1 2022 | 3 |
Capital Square, LLC | 3 | 3 | 1.20% | 1.24% | 1.29% | Q2 2021 | Q4 2021 | 3 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 3 | 3 | 0.00% | 6.68% | 19.16% | Q4 2016 | Q2 2017 | 3 |
Lebenthal Global Advisors, LLC | 3 | 3 | 0.18% | 0.25% | 0.36% | Q4 2020 | Q2 2021 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q1 2016 | 3 |
Detalus Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
AVAII WEALTH MANAGEMENT, LLC | 2 | 1 | 0.43% | 0.48% | 0.53% | Q4 2021 | Q3 2023 | 3 |
TFB Advisors LLC | 3 | 3 | 1.41% | 1.98% | 2.30% | Q4 2022 | Q2 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.18% | 0.34% | 0.44% | Q4 2022 | Q3 2023 | 3 |
Wedmont Private Capital | 3 | 3 | 0.04% | 0.06% | 0.08% | Q4 2021 | Q2 2022 | 3 |
Investors Financial Group, LLC | 3 | 3 | 0.17% | 0.18% | 0.21% | Q4 2019 | Q2 2020 | 3 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 3 | 3 | 0.14% | 0.14% | 0.15% | Q1 2020 | Q3 2020 | 3 |
Titan Capital Management, LLC /TX | 3 | 3 | 5.51% | 5.65% | 5.73% | Q2 2020 | Q4 2020 | 3 |
Amia Capital LLP | 1 | 1 | 7.66% | 36.17% | 93.20% | Q4 2022 | Q2 2023 | 3 |
Bray Capital Advisors | 2 | 1 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q1 2018 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Cavalier Investments, LLC | 3 | 3 | 0.42% | 0.44% | 0.48% | Q4 2015 | Q2 2016 | 3 |
SCHRODERS IS Ltd | 3 | 3 | 1.81% | 14.04% | 27.51% | Q1 2020 | Q3 2020 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.54% | 0.74% | 0.93% | Q4 2019 | Q2 2020 | 3 |
MADISON WEALTH MANAGEMENT | 3 | 3 | 0.18% | 0.20% | 0.22% | Q1 2020 | Q3 2020 | 3 |
DELTA ASSET MANAGEMENT LLC/TN | 3 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Mayfair Advisory Group, LLC | 3 | 3 | 1.22% | 1.28% | 1.33% | Q2 2022 | Q4 2022 | 3 |
FOSTER DYKEMA CABOT & CO INC/MA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Copperleaf Capital, LLC | 1 | 1 | 0.60% | 1.25% | 2.39% | Q4 2019 | Q3 2023 | 3 |
Alliance Wealth Advisors, LLC /UT | 3 | 3 | 1.64% | 1.75% | 1.85% | Q4 2022 | Q2 2023 | 3 |
Capital Planning Advisors, LLC | 2 | 1 | 0.04% | 0.30% | 0.67% | Q4 2014 | Q3 2019 | 3 |
Holland Advisory Services, Inc. | 3 | 3 | 5.20% | 5.43% | 5.66% | Q4 2021 | Q2 2022 | 3 |
CVS HEALTH Corp | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
DT Investment Partners, LLC | 2 | 1 | 0.03% | 0.11% | 0.20% | Q2 2014 | Q2 2015 | 3 |
Strategic Income Management, LLC | 3 | 3 | 2.85% | 2.86% | 2.86% | Q4 2014 | Q2 2015 | 3 |
WP Advisors, LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q3 2021 | Q1 2022 | 3 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q2 2018 | Q2 2023 | 3 |
KCS Wealth Advisory | 2 | 1 | 0.01% | 0.41% | 0.97% | Q2 2018 | Q3 2019 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Register Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Level Financial Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Stonehearth Capital Management, LLC | 3 | 3 | 0.97% | 1.05% | 1.13% | Q3 2020 | Q1 2021 | 3 |
FutureAdvisor, Inc. | 3 | 3 | 0.16% | 0.24% | 0.32% | Q4 2014 | Q2 2015 | 3 |
SNS Financial Group, LLC | 3 | 3 | 0.17% | 0.18% | 0.19% | Q1 2013 | Q3 2013 | 3 |
Wealth Enhancement & Preservation of GA, LLC | 3 | 3 | 1.97% | 2.86% | 4.45% | Q3 2020 | Q1 2021 | 3 |
BW Gestao de Investimentos Ltda. | 3 | 3 | 0.31% | 2.05% | 5.51% | Q4 2022 | Q2 2023 | 3 |
Cyrus J. Lawrence, LLC | 3 | 3 | 0.07% | 0.11% | 0.20% | Q1 2022 | Q3 2022 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.12% | 0.60% | 0.99% | Q4 2022 | Q3 2023 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 3 | 0.89% | 1.44% | 1.91% | Q4 2017 | Q2 2018 | 3 |
Armor Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Hutchens & Kramer Investment Management Group, LLC | 3 | 3 | 0.34% | 0.45% | 0.54% | Q4 2021 | Q2 2022 | 3 |
Hennion & Walsh Asset Management, Inc. | 3 | 3 | 0.57% | 0.59% | 0.61% | Q1 2021 | Q3 2021 | 3 |
Koss-Olinger Consulting, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q2 2021 | Q4 2021 | 3 |
BigSur Wealth Management LLC | 3 | 3 | 0.80% | 1.04% | 1.17% | Q3 2017 | Q1 2018 | 3 |
Grant/GrossMendelsohn, LLC | 3 | 3 | 0.97% | 2.06% | 2.65% | Q4 2021 | Q2 2022 | 3 |
Virtus ETF Advisers LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2020 | Q4 2020 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.11% | 0.31% | Q3 2015 | Q3 2019 | 3 |
Alaethes Wealth LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.12% | 1.31% | 2.96% | Q4 2021 | Q2 2022 | 3 |
NorthRock Partners, LLC | 3 | 3 | 0.11% | 0.23% | 0.30% | Q4 2014 | Q2 2015 | 3 |
PLANNING ALTERNATIVES LTD /ADV | 3 | 3 | 0.58% | 1.11% | 1.46% | Q2 2018 | Q4 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2014 | Q2 2015 | 3 |
SPX Gestao de Recursos Ltda | 2 | 1 | 7.76% | 11.77% | 17.94% | Q1 2020 | Q3 2023 | 3 |
INVESTORS TRUST INC | 2 | 1 | 0.44% | 2.94% | 4.24% | Q2 2013 | Q2 2014 | 3 |
ALTFEST L J & CO INC | 2 | 1 | 0.06% | 0.75% | 1.15% | Q2 2020 | Q4 2022 | 3 |
Vident Investment Advisory, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 3 |
MGO Private Wealth, LLC | 3 | 3 | 0.39% | 1.44% | 2.26% | Q3 2022 | Q1 2023 | 3 |
SONA ASSET MANAGEMENT (US) LLC | 1 | 1 | 0.11% | 8.91% | 22.80% | Q4 2021 | Q2 2023 | 3 |
Empowered Funds, LLC | 2 | 1 | 0.60% | 1.53% | 3.31% | Q4 2019 | Q3 2020 | 3 |
Swift Run Capital | 3 | 3 | 0.34% | 0.38% | 0.40% | Q2 2020 | Q4 2020 | 3 |
Piscataqua Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
D. SCOTT NEAL, INC. | 3 | 3 | 0.08% | 2.58% | 7.56% | Q3 2021 | Q1 2022 | 3 |
Anne Ray Charitable Trust | 2 | 1 | 0.16% | 11.68% | 19.20% | Q4 2015 | Q3 2016 | 3 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q1 2020 | 3 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 3.35% | 9.47% | Q2 2018 | Q2 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.48% | 0.53% | 0.56% | Q1 2018 | Q3 2018 | 3 |
NinePointTwo Capital LLC | 3 | 3 | 1.37% | 2.15% | 2.58% | Q4 2020 | Q2 2021 | 3 |
Berger Financial Group, Inc | 3 | 3 | 0.03% | 0.05% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Tennessee Valley Asset Management Partners | 3 | 3 | 0.65% | 0.75% | 0.93% | Q1 2023 | Q3 2023 | 3 |
Phoenix Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 3 |
WIPFLI FINANCIAL ADVISORS LLC, | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Sterling Investment Counsel, LLC | 3 | 3 | 0.15% | 0.17% | 0.21% | Q4 2021 | Q2 2022 | 3 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.44% | 1.31% | Q4 2021 | Q4 2022 | 3 |
Margaret A. Cargill Foundation | 2 | 1 | 5.16% | 15.72% | 23.96% | Q4 2015 | Q4 2016 | 3 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 3 | 3 | 0.43% | 1.23% | 1.70% | Q2 2020 | Q4 2020 | 3 |
SSI INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.35% | 0.53% | 0.65% | Q1 2023 | Q3 2023 | 3 |
Coston, McIsaac & Partners | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Ignite Planners, LLC | 3 | 3 | 0.10% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Buttonwood Financial Group, LLC | 3 | 3 | 0.35% | 0.38% | 0.42% | Q2 2023 | Q4 2023 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2021 | Q3 2021 | 3 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 3 | 3 | 1.11% | 1.25% | 1.38% | Q2 2020 | Q4 2020 | 3 |
Essex Savings Bank | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
B&D White Capital Company, LLC | 3 | 3 | 0.13% | 0.33% | 0.66% | Q4 2020 | Q2 2021 | 3 |
Yorktown Management & Research Co Inc | 3 | 3 | 0.05% | 0.06% | 0.07% | Q3 2015 | Q1 2016 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 2.27% | 2.56% | 2.84% | Q1 2023 | Q3 2023 | 3 |
Bain Capital Credit, LP | 3 | 3 | 1.08% | 2.54% | 4.37% | Q1 2023 | Q3 2023 | 3 |
INHERENT GROUP, LP | 1 | 1 | 3.73% | 5.79% | 6.94% | Q1 2020 | Q1 2023 | 3 |
First Eagle Investment Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q4 2022 | 3 |
GW HENSSLER & ASSOCIATES LTD | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q4 2013 | 3 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.04% | 0.93% | 2.70% | Q3 2013 | Q2 2016 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.04% | 0.10% | Q2 2022 | Q1 2023 | 3 |
Cadence Bank | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
SWISS REINSURANCE CO LTD | 3 | 3 | 17.78% | 23.15% | 26.44% | Q2 2013 | Q4 2013 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 1.45% | 1.64% | 1.85% | Q4 2020 | Q2 2021 | 3 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.03% | Q1 2018 | Q4 2020 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 3 |
TruWealth Advisors, LLC | 3 | 3 | 4.38% | 4.46% | 4.57% | Q1 2023 | Q3 2023 | 3 |
WHITEBOX ADVISORS LLC | 3 | 3 | 0.66% | 0.86% | 1.01% | Q3 2019 | Q1 2020 | 3 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 2 | 1 | 0.83% | 3.45% | 8.47% | Q1 2022 | Q3 2023 | 3 |
LFA - Lugano Financial Advisors SA | 3 | 3 | 1.05% | 1.15% | 1.20% | Q2 2018 | Q4 2018 | 3 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 2 | 1 | 1.87% | 2.01% | 2.22% | Q2 2019 | Q1 2021 | 3 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q2 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 1.65% | 1.70% | 1.74% | Q4 2017 | Q4 2018 | 3 |
Forward Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
TWO SIGMA INVESTMENTS, LP | 2 | 1 | 0.22% | 0.56% | 1.21% | Q1 2020 | Q2 2022 | 3 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 3 |
Ionic Capital Management LLC | 2 | 1 | 0.23% | 3.10% | 8.02% | Q2 2015 | Q2 2020 | 3 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 3 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 3 | 3 | 0.01% | 0.04% | 0.05% | Q1 2020 | Q3 2020 | 3 |
Muzinich & Co., Inc. | 1 | 1 | 0.43% | 2.15% | 4.24% | Q4 2018 | Q1 2021 | 3 |
Clearshares LLC | 2 | 1 | 0.93% | 0.98% | 1.01% | Q2 2020 | Q1 2021 | 3 |
QCM Cayman, Ltd. | 1 | 1 | 0.10% | 0.21% | 0.40% | Q3 2013 | Q4 2020 | 3 |
Bramshill Investments, LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q1 2019 | 3 |
Man Investments Ltd | 3 | 3 | 1.06% | 1.35% | 1.71% | Q4 2013 | Q2 2014 | 3 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q3 2020 | Q4 2020 | 2 |
TRUST CO OF TOLEDO NA /OH/ | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q2 2017 | 2 |
ELLIOTT MANAGEMENT CORP | 1 | 1 | 0.17% | 0.72% | 1.27% | Q2 2015 | Q4 2019 | 2 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.04% | 6.95% | 13.85% | Q1 2017 | Q4 2021 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.17% | 0.21% | 0.25% | Q4 2014 | Q1 2015 | 2 |
JARISLOWSKY, FRASER Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2018 | 2 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2021 | 2 |
KING STREET CAPITAL MANAGEMENT, L.P. | 2 | 2 | 9.04% | 22.93% | 36.82% | Q1 2020 | Q2 2020 | 2 |
SHEPHERD KAPLAN KROCHUK, LLC | 1 | 1 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q4 2013 | 2 |
Alkeon Capital Management | 2 | 2 | 0.25% | 0.29% | 0.34% | Q2 2020 | Q3 2020 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.08% | 0.43% | 0.78% | Q1 2014 | Q1 2015 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q4 2020 | 2 |
CUTLER INVESTMENT COUNSEL LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q2 2022 | 2 |
UNITED BANK | 2 | 2 | 0.38% | 0.42% | 0.45% | Q4 2020 | Q1 2021 | 2 |
Steinberg Global Asset Management | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 1.94% | 3.05% | 4.16% | Q2 2018 | Q2 2019 | 2 |
Douglass Winthrop Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q2 2015 | 2 |
Hills Bank & Trust Co | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Eton Park Capital Management, L.P. | 2 | 2 | 0.06% | 0.11% | 0.16% | Q2 2016 | Q3 2016 | 2 |
Silver Point Capital L.P. | 2 | 2 | 9.48% | 11.74% | 14.01% | Q4 2019 | Q1 2020 | 2 |
Research Affiliates, LLC | 2 | 2 | 19.05% | 19.12% | 19.19% | Q2 2013 | Q3 2013 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.34% | 0.35% | 0.35% | Q2 2020 | Q3 2020 | 2 |
BROWN ADVISORY INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Rathbones Group PLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q3 2023 | 2 |
FORVIS Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.11% | 0.17% | Q1 2015 | Q1 2016 | 2 |
3D ASSET MANAGEMENT, INC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2020 | Q3 2020 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2018 | Q4 2020 | 2 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 3.22% | 3.77% | 4.32% | Q2 2013 | Q3 2013 | 2 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 2 |
Moab Capital Partners | 2 | 2 | 0.85% | 0.91% | 0.98% | Q2 2013 | Q3 2013 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Stockman Wealth Management, Inc. | 2 | 2 | 0.19% | 0.23% | 0.27% | Q3 2015 | Q4 2015 | 2 |
Employees Retirement System of Texas | 2 | 2 | 5.23% | 6.33% | 7.43% | Q2 2013 | Q3 2013 | 2 |
Pentwater Capital Management LP | 2 | 2 | 0.27% | 0.29% | 0.32% | Q1 2020 | Q2 2020 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Grace Capital | 2 | 2 | 0.78% | 0.91% | 1.05% | Q3 2021 | Q4 2021 | 2 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.04% | 0.07% | 0.09% | Q3 2017 | Q3 2017 | 2 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 2 |
Shelter Mutual Insurance Co | 2 | 2 | 2.50% | 2.61% | 2.71% | Q2 2023 | Q3 2023 | 2 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2019 | 2 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 2 |
Alberta Investment Management Corp | 2 | 2 | 0.24% | 1.26% | 2.27% | Q2 2020 | Q3 2020 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
EMG Holdings, L.P. | 2 | 2 | 0.23% | 0.27% | 0.31% | Q1 2023 | Q2 2023 | 2 |
Centerbridge Partners | 2 | 2 | 4.31% | 5.15% | 5.99% | Q1 2020 | Q2 2020 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Quintium Advisors, LLC | 2 | 2 | 0.35% | 0.54% | 0.73% | Q3 2015 | Q4 2015 | 2 |
Retirement Planning Group, LLC | 2 | 2 | 4.18% | 5.98% | 7.78% | Q3 2019 | Q4 2019 | 2 |
ACR Alpine Capital Research, LLC | 1 | 1 | 0.09% | 0.12% | 0.14% | Q2 2022 | Q4 2022 | 2 |
Knighthead Capital Management, LLC | 2 | 2 | 6.01% | 6.77% | 7.52% | Q1 2020 | Q2 2020 | 2 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 2 |
CI Global Investments Inc. | 2 | 2 | 0.59% | 0.90% | 1.21% | Q1 2016 | Q2 2016 | 2 |
Genus Capital Management Inc. | 2 | 2 | 1.50% | 1.54% | 1.57% | Q2 2023 | Q3 2023 | 2 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.10% | 0.20% | Q1 2016 | Q4 2016 | 2 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.12% | 0.20% | Q1 2020 | Q4 2022 | 2 |
Mader & Shannon Wealth Management, Inc. | 2 | 2 | 3.04% | 3.10% | 3.16% | Q3 2017 | Q4 2017 | 2 |
Alphadyne Asset Management LP | 1 | 1 | 1.97% | 8.63% | 15.29% | Q3 2016 | Q3 2022 | 2 |
Noven Financial Group, Inc. | 1 | 1 | 10.34% | 11.23% | 12.12% | Q3 2014 | Q2 2019 | 2 |
Jackson Wealth Management, LLC | 2 | 2 | 8.80% | 9.39% | 9.98% | Q4 2014 | Q1 2015 | 2 |
Candriam S.C.A. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.73% | 3.53% | 6.33% | Q1 2022 | Q3 2023 | 2 |
Glaxis Capital Management, LLC | 1 | 1 | 1.40% | 13.48% | 25.57% | Q3 2014 | Q1 2020 | 2 |
HT Partners LLC | 2 | 2 | 0.48% | 0.50% | 0.53% | Q1 2015 | Q2 2015 | 2 |
Stratford Consulting, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Symetra Life Insurance Co | 2 | 2 | 100.00% | 100.00% | 100.00% | Q3 2019 | Q4 2019 | 2 |
Glacier Peak Capital LLC | 2 | 2 | 0.35% | 1.57% | 2.79% | Q2 2013 | Q3 2013 | 2 |
Baring International Investment Ltd | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Hochman Cole Investment Advisors, Inc. | 2 | 2 | 0.40% | 0.56% | 0.71% | Q2 2020 | Q3 2020 | 2 |
ICONIQ Capital, LLC | 1 | 1 | 0.17% | 0.19% | 0.21% | Q1 2013 | Q3 2013 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.12% | 0.21% | 0.30% | Q4 2016 | Q2 2023 | 2 |
University of Southern California | 2 | 2 | 4.92% | 6.07% | 7.22% | Q4 2012 | Q1 2013 | 2 |
New England Private Wealth Advisors LLC | 2 | 2 | 0.54% | 0.84% | 1.14% | Q4 2012 | Q1 2013 | 2 |
Lehman Financial Resources, Inc. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q1 2013 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Surevest, LLC | 1 | 1 | 0.03% | 0.10% | 0.16% | Q4 2018 | Q2 2022 | 2 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.00% | 0.28% | 0.56% | Q4 2013 | Q3 2021 | 2 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.29% | 0.31% | 0.34% | Q3 2016 | Q3 2017 | 2 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
Biltmore Capital Advisors LLC | 2 | 2 | 0.37% | 0.68% | 0.98% | Q4 2020 | Q1 2021 | 2 |
Verde Servicos Internacionais S.A. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Trexquant Investment LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q1 2022 | 2 |
Intersect Capital LLC | 2 | 2 | 0.55% | 0.60% | 0.66% | Q2 2020 | Q3 2020 | 2 |
Glassman Wealth Services | 1 | 1 | 0.01% | 0.06% | 0.10% | Q3 2016 | Q4 2021 | 2 |
Prostatis Group LLC | 2 | 2 | 0.29% | 0.77% | 1.24% | Q4 2019 | Q1 2020 | 2 |
Cleary Gull Holdings Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Brightworth | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Rokos Capital Management LLP | 1 | 1 | 20.00% | 30.10% | 40.20% | Q1 2020 | Q3 2020 | 2 |
RPG Investment Advisory, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Jenkins Wealth | 1 | 1 | 0.95% | 0.96% | 0.98% | Q4 2021 | Q4 2022 | 2 |
Whitegate Investment Counselors, Inc. | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2016 | Q1 2017 | 2 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.50% | 3.74% | 6.97% | Q4 2015 | Q4 2022 | 2 |
Glen Point Capital LLP | 2 | 2 | 6.20% | 53.10% | 100.00% | Q1 2020 | Q2 2020 | 2 |
Cosner Financial Group, LLC | 2 | 2 | 0.66% | 7.43% | 14.21% | Q2 2023 | Q3 2023 | 2 |
VECTOR WEALTH MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.22% | 0.25% | Q4 2011 | Q2 2012 | 2 |
Copperwynd Financial, LLC | 1 | 1 | 0.65% | 0.78% | 0.91% | Q4 2019 | Q4 2020 | 2 |
RGT Wealth Advisors, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q3 2016 | Q4 2016 | 2 |
Symmetry Investments LP | 1 | 1 | 2.92% | 10.29% | 17.67% | Q1 2022 | Q1 2022 | 2 |
First Command Bank | 1 | 1 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q2 2017 | 2 |
Sicart Associates LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Meridian Wealth Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q2 2022 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.09% | 0.17% | Q4 2017 | Q3 2019 | 2 |
Lake Hills Wealth Management, LLC | 2 | 2 | 0.82% | 2.11% | 3.40% | Q4 2021 | Q1 2022 | 2 |
AUA CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Geneva Partners, LLC | 1 | 1 | 0.22% | 0.28% | 0.33% | Q2 2016 | Q3 2017 | 2 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2020 | 2 |
Close Asset Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Ovata Capital Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Blueshift Asset Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 0.06% | 0.12% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Divergent Wealth Advisors | 2 | 2 | 0.08% | 0.22% | 0.36% | Q3 2018 | Q4 2018 | 2 |
G&S Capital LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2018 | Q3 2019 | 2 |
Avondale Wealth Management | 2 | 2 | 0.08% | 0.08% | 0.10% | Q3 2020 | Q4 2020 | 2 |
Community Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 2 |
Windsor Advisory Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q1 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.32% | 0.55% | 0.78% | Q4 2018 | Q1 2020 | 2 |
CYNOSURE ADVISORS, LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q4 2017 | Q1 2018 | 2 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.14% | 0.28% | Q4 2015 | Q4 2018 | 2 |
Sagil Capital LLP | 2 | 2 | 8.27% | 9.51% | 10.76% | Q3 2019 | Q4 2019 | 2 |
Lee Capital Holdings LLC | 2 | 2 | 0.13% | 0.26% | 0.39% | Q3 2020 | Q4 2020 | 2 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.02% | 0.68% | 1.33% | Q1 2019 | Q1 2021 | 2 |
Impax Asset Management Group plc | 2 | 2 | 0.12% | 0.14% | 0.17% | Q3 2019 | Q4 2019 | 2 |
Centric Wealth Management | 2 | 2 | 0.78% | 0.79% | 0.80% | Q2 2022 | Q3 2022 | 2 |
Belvedere Advisors LLC | 2 | 2 | 8.98% | 11.02% | 13.06% | Q1 2019 | Q2 2019 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.06% | 0.11% | Q4 2019 | Q4 2022 | 2 |
9258 Wealth Management, LLC | 2 | 2 | 0.16% | 0.26% | 0.36% | Q3 2019 | Q4 2019 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 1 | 1 | 0.44% | 1.47% | 2.50% | Q3 2022 | Q3 2023 | 2 |
Foster Victor Wealth Advisors, LLC | 2 | 2 | 0.12% | 0.85% | 1.59% | Q4 2019 | Q1 2020 | 2 |
Tarsadia Capital, LLC | 1 | 1 | 0.02% | 15.20% | 30.37% | Q1 2020 | Q2 2021 | 2 |
Cedar Mountain Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
S.A. Mason LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
AXS Investments LLC | 2 | 2 | 0.14% | 0.34% | 0.53% | Q2 2023 | Q3 2023 | 2 |
DAN L DUNCAN FOUNDATION | 2 | 2 | 6.39% | 6.90% | 7.41% | Q2 2020 | Q3 2020 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 5.68% | 5.92% | 6.16% | Q4 2020 | Q1 2021 | 2 |
Apeiron RIA LLC | 1 | 1 | 0.12% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Mattern Wealth Management LLC | 2 | 2 | 0.16% | 0.92% | 1.69% | Q3 2020 | Q4 2020 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Marks Group Wealth Management, Inc | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q4 2020 | 2 |
Baymount Management LP | 1 | 1 | 13.53% | 40.55% | 67.57% | Q3 2021 | Q3 2022 | 2 |
Quantitative Strategies, Inc. | 2 | 2 | 13.36% | 13.39% | 13.42% | Q2 2023 | Q3 2023 | 2 |
Wellspring Financial Advisors, LLC | 2 | 2 | 1.56% | 1.59% | 1.61% | Q2 2023 | Q3 2023 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.26% | 0.50% | Q4 2021 | Q3 2022 | 2 |
Live Oak Investment Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
MTM Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Baron Financial Group, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2020 | Q1 2022 | 2 |
SWMG, LLC | 2 | 2 | 0.82% | 1.71% | 2.61% | Q4 2020 | Q1 2021 | 2 |
Centennial Wealth Advisory LLC | 2 | 2 | 0.62% | 0.86% | 1.10% | Q4 2020 | Q1 2021 | 2 |
4J Wealth Management LLC | 2 | 2 | 2.30% | 2.43% | 2.56% | Q4 2020 | Q1 2021 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
IVC Wealth Advisors LLC | 2 | 2 | 0.18% | 0.18% | 0.18% | Q3 2021 | Q4 2021 | 2 |
Bluesphere Advisors, LLC | 2 | 2 | 0.28% | 0.30% | 0.32% | Q4 2020 | Q1 2021 | 2 |
ADE, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.14% | 0.18% | 0.22% | Q4 2020 | Q1 2021 | 2 |
Tacita Capital Inc | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Willis Johnson & Associates, Inc. | 2 | 2 | 0.47% | 0.58% | 0.69% | Q2 2023 | Q3 2023 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.06% | 0.09% | 0.11% | Q2 2022 | Q3 2022 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.27% | 0.37% | 0.47% | Q2 2021 | Q3 2021 | 2 |
Keystone Financial Services | 1 | 1 | 0.12% | 0.63% | 1.14% | Q2 2022 | Q3 2023 | 2 |
Dentgroup LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 2 |
Epic Trust Investment Advisors, LLC | 2 | 2 | 0.38% | 0.70% | 1.02% | Q4 2021 | Q1 2022 | 2 |
Strong Tower Advisory Services | 2 | 2 | 1.52% | 1.55% | 1.58% | Q2 2023 | Q3 2023 | 2 |
Amplius Wealth Advisors, LLC | 2 | 2 | 0.86% | 1.08% | 1.30% | Q2 2022 | Q3 2022 | 2 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.12% | 1.73% | 3.35% | Q4 2021 | Q1 2023 | 2 |
Scott Capital Advisors, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
1620 INVESTMENT ADVISORS, INC. | 2 | 2 | 0.59% | 0.59% | 0.60% | Q4 2021 | Q1 2022 | 2 |
BCR Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Integrity Advisory, LLC | 1 | 1 | 0.44% | 0.47% | 0.50% | Q2 2022 | Q4 2022 | 2 |
Stegent Equity Advisors, Inc. | 2 | 2 | 0.38% | 0.39% | 0.40% | Q4 2021 | Q1 2022 | 2 |
Blue Door Asset Management, LLC | 2 | 2 | 1.12% | 1.46% | 1.81% | Q1 2022 | Q2 2022 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q4 2022 | 2 |
Red Tortoise LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 2 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 2 | 2 | 0.23% | 0.27% | 0.31% | Q4 2021 | Q1 2022 | 2 |
Financial Futures Ltd Liability Co. | 2 | 2 | 1.96% | 2.31% | 2.65% | Q4 2021 | Q1 2022 | 2 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 2 |
CENTRAL BANK OF BRAZIL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 2 |
LOWERY THOMAS, LLC | 2 | 2 | 0.63% | 1.05% | 1.48% | Q4 2021 | Q1 2022 | 2 |
Investmark Advisory Group LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q1 2022 | 2 |
Worth Asset Management, LLC | 1 | 1 | 0.03% | 0.35% | 0.66% | Q3 2022 | Q1 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q4 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.61% | 0.86% | 1.11% | Q4 2022 | Q1 2023 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.04% | 0.19% | 0.35% | Q4 2022 | Q2 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 2 |
Beaumont Financial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 2 | 2 | 0.05% | 0.06% | 0.08% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q3 2022 | Q4 2022 | 2 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.53% | 1.06% | Q1 2023 | Q3 2023 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 0.49% | 0.53% | 0.56% | Q4 2022 | Q1 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 | 2 | 0.12% | 0.18% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Strait & Sound Wealth Management LLC | 2 | 2 | 0.25% | 0.27% | 0.29% | Q2 2023 | Q3 2023 | 2 |
NATIONAL MUTUAL FUNDS MANAGEMENT LTD | 1 | 1 | 40.66% | 49.42% | 58.17% | Q1 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.90% | 1.17% | 1.44% | Q2 2023 | Q3 2023 | 2 |
TITLEIST ASSET MANAGEMENT, LLC | 2 | 2 | 0.18% | 0.21% | 0.23% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.02% | 0.20% | 0.38% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.98% | 0.99% | 1.00% | Q2 2023 | Q3 2023 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 0.55% | 0.65% | 0.76% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.19% | 0.31% | 0.43% | Q3 2023 | Q4 2023 | 2 |
Exchange Bank | 2 | 2 | 0.47% | 0.48% | 0.50% | Q2 2023 | Q3 2023 | 2 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
FIRST MERCHANTS CORP | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2014 | Q1 2015 | 2 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q4 2021 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.01% | 0.42% | 0.83% | Q3 2018 | Q2 2021 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.01% | 0.31% | 0.61% | Q2 2020 | Q3 2022 | 2 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 2 | 2 | 8.32% | 9.78% | 11.24% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 1.50% | 1.83% | 2.16% | Q2 2013 | Q3 2013 | 2 |
WILLIAMS JONES & ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2022 | Q3 2022 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2016 | Q3 2016 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2023 | Q2 2023 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
W ADVISORS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 5.01% | 5.01% | 5.01% | Q4 2020 | Q4 2020 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 3.68% | 3.68% | 3.68% | Q4 2020 | Q4 2020 | 1 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2020 | Q4 2020 | 1 |
Midwest Wealth Management Inc. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
COWA, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2020 | Q4 2020 | 1 |
Momentum Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Fountainhead AM, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Laurel Wealth Planning LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Galvin, Gaustad & Stein, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
JD Financial Services Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
HOWLAND CAPITAL MANAGEMENT LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Marks Wealth, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2020 | Q4 2020 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q4 2021 | Q4 2021 | 1 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2022 | Q3 2022 | 1 |
TrueWealth Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2021 | Q1 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Hoxton Planning & Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 1 |
First Fiduciary Investment Counsel, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2013 | Q2 2013 | 1 |
PARA ADVISORS LLC | 1 | 1 | 8.98% | 8.98% | 8.98% | Q4 2015 | Q4 2015 | 1 |
CAPE ANN SAVINGS BANK | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2013 | Q4 2013 | 1 |
Verdad Advisers, LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2021 | Q2 2021 | 1 |
Intrua Financial, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
REBALANCE, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Paul John Balson | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2021 | Q3 2021 | 1 |
New Hampshire Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
RCS Financial Planning, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q2 2013 | Q2 2013 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Adams Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
APPLETON PARTNERS INC/MA | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2019 | Q4 2019 | 1 |
Marotta Asset Management | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
LWS Wealth Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
LWMG, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
CALIBER WEALTH MANAGEMENT, LLC | 1 | 1 | 3.35% | 3.35% | 3.35% | Q4 2020 | Q4 2020 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2020 | Q2 2020 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Robbie L. Kennerson P.A., Inc. | 1 | 1 | 6.29% | 6.29% | 6.29% | Q4 2022 | Q4 2022 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Stonehage Fleming (UK) Ltd | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2015 | Q1 2015 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
MONARCH CAPITAL MANAGEMENT INC/ | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2018 | Q2 2018 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
Arkfeld Wealth Strategies, L.L.C. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2019 | Q4 2019 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Sculptor Capital LP | 1 | 1 | 2.15% | 2.15% | 2.15% | Q1 2020 | Q1 2020 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2021 | Q2 2021 | 1 |
PFG Investments, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pioneer Wealth Management Group | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q1 2023 | 1 |
Tolleson Wealth Management, Inc. | 1 | 1 | 3.86% | 3.86% | 3.86% | Q4 2018 | Q4 2018 | 1 |
Boundary Creek Advisors LP | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2022 | Q3 2022 | 1 |
ADIRONDACK TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
CMC Financial Group | 1 | 1 | 46.21% | 46.21% | 46.21% | Q3 2020 | Q3 2020 | 1 |
WADDELL & REED FINANCIAL INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2016 | Q4 2016 | 1 |
First County Bank /CT/ | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Karpus Management, Inc. | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2013 | Q2 2013 | 1 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
BURNS J W & CO INC/NY | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2023 | Q3 2023 | 1 |
Newfleet Asset Management, LLC | 1 | 1 | 15.20% | 15.20% | 15.20% | Q4 2020 | Q4 2020 | 1 |
HOWARD FINANCIAL SERVICES, LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q4 2022 | Q4 2022 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Cobblestone Asset Management LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2023 | Q3 2023 | 1 |
Constant Guidance Financial LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2023 | Q3 2023 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 6.61% | 6.61% | 6.61% | Q4 2020 | Q4 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2022 | Q4 2022 | 1 |
ABNER HERRMAN & BROCK LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RP Investment Advisors LP | 1 | 1 | 47.10% | 47.10% | 47.10% | Q2 2020 | Q2 2020 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2023 | Q3 2023 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
United Community Bank | 1 | 1 | 1.82% | 1.82% | 1.82% | Q3 2023 | Q3 2023 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
Hobart Private Capital, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Lantz Financial LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2018 | Q4 2018 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2020 | Q3 2020 | 1 |
Farmers & Merchants Trust Co of Long Beach | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
F3Logic, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Leonard Rickey Investment Advisors P.L.L.C. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2019 | Q3 2019 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q1 2020 | Q1 2020 | 1 |
Cerrano Capital Management LP | 1 | 1 | 1.94% | 1.94% | 1.94% | Q2 2018 | Q2 2018 | 1 |
Athanor Capital, LP | 1 | 1 | 3.92% | 3.92% | 3.92% | Q1 2020 | Q1 2020 | 1 |
FIDUCIENT ADVISORS LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
Aries Wealth Management | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2022 | Q1 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KADENSA CAPITAL Ltd | 1 | 1 | 1.23% | 1.23% | 1.23% | Q1 2020 | Q1 2020 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Salient Private Client, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2017 | Q4 2017 | 1 |
GenWealth Group, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2018 | Q1 2018 | 1 |
Brickley Wealth Management | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
Algebris (UK) Ltd | 1 | 1 | 7.98% | 7.98% | 7.98% | Q1 2021 | Q1 2021 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | 1 | 1 | 24.38% | 24.38% | 24.38% | Q4 2012 | Q4 2012 | 1 |
Newfoundland Capital Management | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
MANAGED ACCOUNT SERVICES INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q1 2017 | 1 |
Hapanowicz & Associates Financial Services, Inc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
EVERETT HARRIS & CO /CA/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Arthur Zaske & Associates, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q3 2016 | Q3 2016 | 1 |
Chiron Investment Management, LLC | 1 | 1 | 8.87% | 8.87% | 8.87% | Q2 2017 | Q2 2017 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Corient Capital Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2016 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2016 | Q3 2016 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
DigitalBridge Group, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
KHP Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
HPS Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Freestate Advisors LLC | 1 | 1 | 3.35% | 3.35% | 3.35% | Q4 2019 | Q4 2019 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TORRAY INVESTMENT PARTNERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Pegasus Partners Ltd. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Seven Harbour Global, LP | 1 | 1 | 1.19% | 1.19% | 1.19% | Q4 2015 | Q4 2015 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2021 | Q1 2021 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
BFAM Partners (Cayman) Ltd | 1 | 1 | 40.91% | 40.91% | 40.91% | Q1 2021 | Q1 2021 | 1 |
GFG Capital, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Price Capital Management, Inc. | 1 | 1 | 3.50% | 3.50% | 3.50% | Q2 2020 | Q2 2020 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Point Break Capital Management, LLC | 1 | 1 | 30.12% | 30.12% | 30.12% | Q1 2020 | Q1 2020 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2014 | Q4 2014 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2017 | Q1 2017 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ARXIS SECURITIES LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2016 | Q4 2016 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2022 | Q4 2022 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 8.50% | 8.50% | 8.50% | Q4 2020 | Q4 2020 | 1 |
ISZO CAPITAL MANAGEMENT LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2014 | Q4 2014 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Glendon Capital Management LP | 1 | 1 | 3.44% | 3.44% | 3.44% | Q1 2020 | Q1 2020 | 1 |
Signator Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2013 | Q4 2013 | 1 |
Three Peaks Capital Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2019 | Q2 2019 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Emso Asset Management Ltd | 1 | 1 | 11.50% | 11.50% | 11.50% | Q1 2022 | Q1 2022 | 1 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
IRON Financial LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
WASATCH ADVISORS LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
BOLTON LP | 1 | 1 | 4.24% | 4.24% | 4.24% | Q4 2013 | Q4 2013 | 1 |
BIP Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Black Maple Capital Management LP | 1 | 1 | 2.36% | 2.36% | 2.36% | Q4 2020 | Q4 2020 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 6.48% | 6.48% | 6.48% | Q2 2016 | Q2 2016 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2019 | Q1 2019 | 1 |
COUNTRY CLUB BANK /GFN | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
East Coast Asset Management, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
ACORNS SECURITIES, LLC | 1 | 1 | 11.49% | 11.49% | 11.49% | Q4 2017 | Q4 2017 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WHITENER CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
New Century Advisors, LLC | 1 | 1 | 7.65% | 7.65% | 7.65% | Q1 2016 | Q1 2016 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 22.84% | 22.84% | 22.84% | Q2 2023 | Q2 2023 | 1 |
Trutina Financial LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q1 2014 | 1 |
Airain ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Marketfield Asset Management LLC | 1 | 1 | 16.85% | 16.85% | 16.85% | Q3 2016 | Q3 2016 | 1 |
Gilman Hill Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 1.17% | 1.17% | 1.17% | Q2 2023 | Q2 2023 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
Corre Partners Management, LLC | 1 | 1 | 26.66% | 26.66% | 26.66% | Q1 2022 | Q1 2022 | 1 |
Higher Moment Aurora Fund, LP | 1 | 1 | 16.48% | 16.48% | 16.48% | Q3 2017 | Q3 2017 | 1 |
Telemetry Investments, L.L.C. | 1 | 1 | 7.21% | 7.21% | 7.21% | Q2 2019 | Q2 2019 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 1.28% | 1.28% | 1.28% | Q1 2020 | Q1 2020 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2019 | Q1 2019 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Aristotle Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2023 | Q3 2023 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q2 2023 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
One William Street Capital Management, L.P. | 1 | 1 | 48.61% | 48.61% | 48.61% | Q4 2022 | Q4 2022 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Lyons Wealth Management, LLC. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2018 | Q1 2018 | 1 |
NORTH AMERICAN MANAGEMENT CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
V3 Capital Management, L.P. | 1 | 1 | 9.57% | 9.57% | 9.57% | Q3 2021 | Q3 2021 | 1 |
Soroban Capital Partners LP | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2015 | Q4 2015 | 1 |
MSD Partners, L.P. | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2021 | Q1 2021 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 8.01% | 8.01% | 8.01% | Q2 2013 | Q2 2013 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q4 2015 | Q4 2015 | 1 |
Odey Asset Management Group Ltd | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2013 | Q2 2013 | 1 |
ALTEGRIS ADVISORS, L.L.C. | 1 | 1 | 54.56% | 54.56% | 54.56% | Q4 2016 | Q4 2016 | 1 |
Context Partners Fund, L.P. | 1 | 1 | 1.83% | 1.83% | 1.83% | Q3 2018 | Q3 2018 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2020 | Q2 2020 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2020 | Q1 2020 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Tanglewood Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 2.27% | 2.27% | 2.27% | Q2 2019 | Q2 2019 | 1 |
CQS (US), LLC | 1 | 1 | 4.76% | 4.76% | 4.76% | Q3 2022 | Q3 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2020 | Q4 2020 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2016 | Q1 2016 | 1 |
First National Bank of Mount Dora, Trust Investment Services | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 1.03% | 1.03% | 1.03% | Q2 2023 | Q2 2023 | 1 |
Lee Financial Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Taconic Capital Advisors LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2020 | Q2 2020 | 1 |
PPM AMERICA INC/IL | 1 | 1 | 2.40% | 2.40% | 2.40% | Q1 2023 | Q1 2023 | 1 |
Tradeworx Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
American Assets Investment Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2016 | Q1 2016 | 1 |
Bedell Frazier Investment Counselling, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q2 2016 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Round Table Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Baker Ellis Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2016 | Q4 2016 | 1 |
Foothills Asset Management, Ltd. | 1 | 1 | 2.31% | 2.31% | 2.31% | Q1 2015 | Q1 2015 | 1 |
Evensky & Katz LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Weiss Asset Management LP | 1 | 1 | 1.77% | 1.77% | 1.77% | Q2 2022 | Q2 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Relative Value Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Polar Asset Management Partners Inc. | 1 | 1 | 4.41% | 4.41% | 4.41% | Q4 2018 | Q4 2018 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Luxor Capital Group, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Calamos Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Timber Hill LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
BINGHAM OSBORN & SCARBOROUGH LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
PLATINUM GROVE ASSET MANAGEMENT, LP | 1 | 1 | 2.47% | 2.47% | 2.47% | Q3 2013 | Q3 2013 | 1 |
CURIAN CAPITAL LLC | 1 | 1 | 5.33% | 5.33% | 5.33% | Q4 2015 | Q4 2015 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 23.22% | 23.22% | 23.22% | Q4 2019 | Q4 2019 | 1 |
MCMORGAN & CO LLC | 1 | 1 | 2.72% | 2.72% | 2.72% | Q1 2023 | Q1 2023 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q4 2019 | Q4 2019 | 1 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q2 2013 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2013 | Q3 2013 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Gibson Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CTC Capital Management, LLC | 1 | 1 | 34.68% | 34.68% | 34.68% | Q1 2023 | Q1 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Cooperatieve Rabobank U.A. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
GHE, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
WEST MICHIGAN ADVISORS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
SOUTHERN CAPITAL ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q1 2023 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Financial Connections Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
WIN ADVISORS, INC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q2 2023 | Q2 2023 | 1 |
Schubert & Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
MARIPAU WEALTH MANAGEMENT LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Polus Capital Management Ltd | 1 | 1 | 5.98% | 5.98% | 5.98% | Q1 2023 | Q1 2023 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Twelve Points Wealth Management LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
Derbend Asset Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2020 | Q4 2020 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CARRONADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
South Shore Capital Advisors | 1 | 1 | 1.36% | 1.36% | 1.36% | Q3 2021 | Q3 2021 | 1 |
Triatomic Management LP | 1 | 1 | 10.11% | 10.11% | 10.11% | Q2 2022 | Q2 2022 | 1 |
Sage Investment Advisers LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q4 2022 | Q4 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2014 | Q4 2014 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Eisler Capital (UK) Ltd. | 1 | 1 | 2.82% | 2.82% | 2.82% | Q1 2021 | Q1 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.