Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.01% | 0.08% | 0.83% | Q1 2012 | Q3 2023 | 137 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.24% | 1.20% | Q2 2013 | Q3 2023 | 126 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.26% | 1.05% | Q2 2013 | Q3 2023 | 122 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.39% | 3.66% | Q2 2013 | Q3 2023 | 122 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.07% | 0.48% | Q2 2013 | Q3 2023 | 120 |
BARCLAYS PLC | 42 | 42 | 0.02% | 0.21% | 1.00% | Q2 2013 | Q3 2023 | 117 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.05% | 0.51% | Q2 2013 | Q3 2023 | 108 |
UBS Group AG | 36 | 36 | 0.00% | 0.12% | 0.62% | Q4 2014 | Q3 2023 | 107 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.12% | 0.81% | Q2 2013 | Q3 2023 | 104 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.07% | 0.43% | Q2 2013 | Q3 2023 | 103 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.38% | 2.30% | Q1 2014 | Q3 2023 | 103 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.31% | 2.31% | Q4 2015 | Q3 2023 | 89 |
Citadel Advisors | 29 | 1 | 0.00% | 0.11% | 0.45% | Q2 2014 | Q3 2023 | 89 |
HAP Trading, LLC | 26 | 1 | 0.00% | 0.18% | 4.90% | Q2 2013 | Q3 2023 | 89 |
NOMURA HOLDINGS INC | 33 | 9 | 0.00% | 0.19% | 1.29% | Q4 2012 | Q3 2023 | 84 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.07% | 0.78% | Q1 2013 | Q3 2023 | 79 |
HSBC HOLDINGS PLC | 30 | 1 | 0.00% | 0.04% | 0.47% | Q1 2012 | Q3 2023 | 78 |
WOLVERINE TRADING, LLC | 8 | 4 | 0.00% | 0.18% | 0.55% | Q2 2016 | Q3 2023 | 74 |
WOLVERINE ASSET MANAGEMENT LLC | 20 | 1 | 0.00% | 0.15% | 0.82% | Q2 2013 | Q4 2021 | 73 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 72 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 71 |
Paloma Partners Management Co | 13 | 1 | 0.01% | 0.41% | 4.06% | Q2 2013 | Q3 2023 | 69 |
MILLENNIUM MANAGEMENT LLC | 36 | 4 | 0.00% | 0.04% | 0.33% | Q2 2013 | Q3 2023 | 69 |
Jefferies Group LLC | 25 | 1 | 0.00% | 0.13% | 2.15% | Q2 2013 | Q3 2022 | 66 |
HighTower Advisors, LLC | 38 | 2 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 66 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 59 |
PRELUDE CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.30% | 2.24% | Q2 2013 | Q3 2023 | 58 |
HUNTINGTON NATIONAL BANK | 36 | 20 | 0.00% | 0.05% | 0.28% | Q1 2009 | Q3 2023 | 57 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 56 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 55 |
BlackRock Inc. | 38 | 1 | 0.00% | 0.02% | 0.08% | Q3 2013 | Q3 2023 | 54 |
Jump Trading, LLC | 13 | 6 | 0.03% | 0.32% | 1.29% | Q1 2014 | Q4 2018 | 49 |
MARSHALL WACE, LLP | 21 | 21 | 0.00% | 0.17% | 0.73% | Q3 2018 | Q3 2023 | 48 |
XR Securities LLC | 19 | 1 | 0.00% | 0.29% | 3.16% | Q1 2018 | Q3 2023 | 47 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q3 2023 | 44 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 44 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.05% | 0.52% | Q2 2013 | Q3 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.05% | 1.50% | 5.78% | Q1 2013 | Q3 2023 | 43 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.26% | 0.96% | Q2 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 32 | 6 | 0.00% | 0.16% | 0.77% | Q1 2014 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.20% | 0.49% | 1.08% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.06% | 0.19% | 0.37% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 42 | 42 | 0.50% | 1.32% | 2.79% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.25% | 0.64% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.69% | 1.62% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.32% | 1.15% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.10% | 0.49% | Q2 2013 | Q3 2023 | 42 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 42 | 42 | 0.00% | 1.28% | 5.85% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.00% | 1.18% | 3.27% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 39 | 2 | 0.00% | 0.18% | 1.26% | Q2 2013 | Q3 2023 | 41 |
Bach Option Ltd | 17 | 17 | 0.13% | 2.01% | 7.53% | Q4 2015 | Q4 2019 | 41 |
CSS LLC/IL | 29 | 1 | 0.00% | 0.20% | 1.33% | Q4 2013 | Q3 2022 | 41 |
AMERICAN ASSET MANAGEMENT INC. | 33 | 8 | 1.95% | 28.66% | 75.37% | Q2 2013 | Q3 2023 | 41 |
First Heartland Consultants, Inc. | 35 | 6 | 0.02% | 0.52% | 1.73% | Q2 2013 | Q3 2023 | 41 |
Ionic Capital Management LLC | 7 | 1 | 0.00% | 1.64% | 23.38% | Q3 2013 | Q4 2019 | 41 |
SEGALL BRYANT & HAMILL, LLC | 35 | 6 | 0.00% | 0.01% | 0.03% | Q1 2013 | Q2 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 2 | 0.00% | 0.15% | 0.79% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.04% | 1.07% | 2.06% | Q3 2013 | Q3 2023 | 41 |
Rafferty Asset Management, LLC | 31 | 3 | 0.10% | 2.06% | 8.14% | Q2 2013 | Q3 2023 | 40 |
WEDBUSH SECURITIES INC | 38 | 1 | 0.03% | 0.26% | 0.76% | Q2 2013 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 25 | 14 | 0.01% | 0.29% | 1.34% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.03% | 0.14% | 0.25% | Q1 2014 | Q3 2023 | 39 |
AMERICAN INTERNATIONAL GROUP, INC. | 27 | 12 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 36 | 3 | 0.01% | 0.24% | 0.87% | Q3 2013 | Q3 2023 | 39 |
FMR LLC | 37 | 2 | 0.00% | 0.09% | 0.27% | Q2 2013 | Q3 2023 | 39 |
Private Advisor Group, LLC | 38 | 38 | 0.00% | 0.12% | 0.62% | Q2 2014 | Q3 2023 | 39 |
SG Americas Securities, LLC | 18 | 8 | 0.00% | 0.31% | 1.37% | Q2 2013 | Q3 2023 | 39 |
OPPENHEIMER & CO INC | 35 | 1 | 0.01% | 0.08% | 0.45% | Q2 2013 | Q3 2023 | 39 |
B. Riley Wealth Advisors, Inc. | 36 | 1 | 0.01% | 0.08% | 0.29% | Q2 2013 | Q3 2023 | 39 |
FDx Advisors, Inc. | 26 | 13 | 0.03% | 0.79% | 2.41% | Q4 2013 | Q3 2023 | 39 |
SHELTON CAPITAL MANAGEMENT | 20 | 19 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 39 |
Checchi Capital Advisers, LLC | 25 | 14 | 0.06% | 0.26% | 1.41% | Q4 2013 | Q3 2023 | 39 |
BALYASNY ASSET MANAGEMENT L.P. | 12 | 1 | 0.00% | 0.15% | 0.80% | Q3 2013 | Q3 2023 | 39 |
ALLIANCEBERNSTEIN L.P. | 28 | 7 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.02% | 0.30% | 1.93% | Q2 2014 | Q3 2023 | 38 |
CLEAR STREET MARKETS LLC | 8 | 1 | 0.00% | 0.56% | 5.83% | Q2 2013 | Q3 2023 | 38 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.01% | 0.11% | 0.37% | Q4 2013 | Q1 2018 | 38 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.56% | 2.03% | Q4 2013 | Q3 2023 | 38 |
FIRST TRUST ADVISORS LP | 36 | 2 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 38 |
Raymond James Financial Services Advisors, Inc. | 31 | 1 | 0.00% | 0.13% | 0.53% | Q2 2013 | Q3 2023 | 38 |
Regal Investment Advisors LLC | 19 | 1 | 0.01% | 0.61% | 2.85% | Q2 2013 | Q3 2023 | 38 |
Cetera Advisors LLC | 36 | 1 | 0.00% | 0.40% | 1.05% | Q2 2013 | Q3 2023 | 38 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.04% | 0.68% | Q4 2013 | Q3 2023 | 38 |
Hilltop Holdings Inc. | 21 | 1 | 0.05% | 1.44% | 7.56% | Q1 2015 | Q3 2023 | 37 |
FARMERS & MERCHANTS INVESTMENTS INC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
CAPTRUST FINANCIAL ADVISORS | 26 | 2 | 0.00% | 0.41% | 6.20% | Q2 2013 | Q3 2023 | 36 |
E&G Advisors, LP | 36 | 36 | 0.36% | 2.80% | 5.15% | Q4 2014 | Q3 2023 | 36 |
OPTIMUM INVESTMENT ADVISORS | 32 | 1 | 0.00% | 0.31% | 0.75% | Q4 2013 | Q4 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.24% | 0.91% | Q4 2014 | Q3 2023 | 36 |
AE Wealth Management LLC | 27 | 27 | 0.00% | 1.31% | 4.74% | Q1 2017 | Q3 2023 | 36 |
VOYA INVESTMENT MANAGEMENT LLC | 34 | 2 | 0.01% | 0.19% | 0.74% | Q2 2013 | Q1 2023 | 36 |
CLEAR INVESTMENT RESEARCH, LLC | 35 | 35 | 0.07% | 1.54% | 3.96% | Q1 2015 | Q3 2023 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.10% | 3.04% | 8.60% | Q1 2015 | Q3 2023 | 35 |
Legacy Private Trust Co. | 24 | 1 | 0.04% | 0.71% | 1.96% | Q2 2014 | Q3 2023 | 35 |
REGIONS FINANCIAL CORP | 25 | 10 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 35 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 21 | 1 | 0.02% | 0.76% | 2.35% | Q4 2013 | Q3 2023 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 19 | 1 | 0.00% | 0.72% | 2.81% | Q2 2013 | Q3 2023 | 35 |
Atria Investments, Inc | 21 | 14 | 0.09% | 0.71% | 3.54% | Q4 2014 | Q3 2023 | 35 |
BLAIR WILLIAM & CO/IL | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.00% | 0.12% | 0.98% | Q4 2014 | Q3 2023 | 34 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 31 | 3 | 0.02% | 0.30% | 0.88% | Q1 2014 | Q3 2022 | 34 |
Compagnie Lombard Odier SCmA | 18 | 16 | 0.01% | 0.15% | 0.44% | Q4 2014 | Q3 2023 | 34 |
Peregrine Asset Advisers, Inc. | 14 | 1 | 0.15% | 3.45% | 9.16% | Q1 2013 | Q1 2023 | 34 |
Spot Trading L.L.C | 7 | 6 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q4 2016 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q3 2023 | 34 |
CENTRAL TRUST Co | 27 | 1 | 0.00% | 0.04% | 0.24% | Q3 2013 | Q3 2023 | 33 |
TIEMANN INVESTMENT ADVISORS, LLC | 33 | 33 | 0.15% | 0.42% | 0.94% | Q3 2015 | Q3 2023 | 33 |
Hudock, Inc. | 33 | 33 | 0.00% | 1.09% | 6.20% | Q3 2014 | Q3 2022 | 33 |
DEUTSCHE BANK AG\ | 18 | 2 | 0.00% | 0.06% | 0.51% | Q3 2013 | Q3 2023 | 33 |
Advisors Preferred, LLC | 20 | 1 | 0.01% | 0.98% | 14.01% | Q1 2014 | Q3 2023 | 33 |
King Wealth Management Group | 31 | 1 | 0.07% | 0.14% | 0.46% | Q2 2013 | Q3 2023 | 33 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.73% | 9.35% | Q2 2013 | Q3 2023 | 33 |
Clear Harbor Asset Management, LLC | 30 | 1 | 0.05% | 0.16% | 0.64% | Q2 2013 | Q4 2022 | 33 |
Brookstone Capital Management | 32 | 32 | 0.09% | 1.07% | 3.95% | Q4 2015 | Q3 2023 | 32 |
Mirae Asset Global Investments Co., Ltd. | 23 | 9 | 0.01% | 0.08% | 0.40% | Q3 2015 | Q3 2023 | 32 |
K2 PRINCIPAL FUND, L.P. | 10 | 3 | 0.02% | 2.28% | 12.04% | Q2 2016 | Q1 2023 | 32 |
Swan Global Investments, LLC | 27 | 5 | 0.01% | 0.06% | 0.16% | Q1 2015 | Q3 2023 | 32 |
Bluefin Trading, LLC | 7 | 1 | 0.00% | 0.16% | 1.18% | Q2 2013 | Q2 2020 | 32 |
Brown Advisory Securities, LLC | 26 | 6 | 0.04% | 0.47% | 1.63% | Q2 2013 | Q4 2021 | 32 |
Krilogy Financial LLC | 31 | 1 | 0.16% | 0.74% | 4.12% | Q3 2015 | Q3 2023 | 32 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.05% | 0.49% | 1.59% | Q4 2015 | Q3 2023 | 32 |
Sage Advisory Services, Ltd.Co. | 13 | 1 | 0.04% | 0.48% | 1.48% | Q3 2013 | Q3 2023 | 31 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2023 | 31 |
NewEdge Advisors, LLC | 26 | 2 | 0.04% | 0.88% | 9.92% | Q4 2014 | Q3 2023 | 31 |
CWM, LLC | 21 | 2 | 0.00% | 0.20% | 1.31% | Q1 2015 | Q3 2023 | 31 |
Pinnacle Advisory Group, Inc. | 26 | 2 | 0.00% | 4.27% | 13.97% | Q2 2013 | Q1 2021 | 31 |
Dynamic Advisor Solutions LLC | 11 | 2 | 0.00% | 0.45% | 2.41% | Q4 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.09% | 0.35% | Q1 2016 | Q3 2023 | 31 |
Aveo Capital Partners, LLC | 28 | 28 | 0.00% | 0.74% | 1.84% | Q4 2016 | Q3 2023 | 31 |
Argent Trust Co | 31 | 31 | 0.02% | 0.13% | 0.36% | Q1 2015 | Q3 2022 | 31 |
HANCOCK WHITNEY CORP | 19 | 1 | 0.01% | 0.11% | 0.33% | Q2 2014 | Q3 2023 | 31 |
Global Endowment Management, LP | 31 | 31 | 0.07% | 0.33% | 0.92% | Q1 2016 | Q3 2023 | 31 |
Perigon Wealth Management, LLC | 17 | 2 | 0.01% | 0.15% | 0.48% | Q2 2014 | Q3 2023 | 31 |
Brinker Capital Investments, LLC | 26 | 5 | 0.02% | 0.14% | 0.44% | Q3 2013 | Q3 2021 | 31 |
Ifrah Financial Services, Inc. | 31 | 31 | 0.40% | 0.86% | 2.25% | Q2 2013 | Q4 2020 | 31 |
GOULD ASSET MANAGEMENT LLC /CA/ | 25 | 6 | 0.12% | 2.82% | 5.90% | Q2 2013 | Q3 2023 | 31 |
SPROTT INC. | 11 | 1 | 0.01% | 0.25% | 1.06% | Q3 2015 | Q2 2023 | 30 |
TRUIST FINANCIAL CORP | 16 | 2 | 0.00% | 0.07% | 0.31% | Q2 2013 | Q3 2023 | 30 |
MUFG Americas Holdings Corp | 27 | 3 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q2 2022 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.14% | 0.29% | 0.60% | Q2 2013 | Q3 2020 | 30 |
D.A. DAVIDSON & CO. | 26 | 4 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 30 |
IndexIQ Advisors LLC | 18 | 1 | 0.00% | 0.11% | 0.47% | Q2 2013 | Q1 2022 | 30 |
SCOTIA CAPITAL INC. | 30 | 30 | 0.02% | 0.04% | 0.14% | Q2 2016 | Q3 2023 | 30 |
CAPSTONE INVESTMENT ADVISORS, LLC | 8 | 1 | 0.00% | 0.60% | 3.23% | Q4 2013 | Q3 2023 | 30 |
United Asset Strategies, Inc. | 30 | 30 | 0.05% | 0.92% | 3.99% | Q2 2016 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.03% | 0.20% | 1.00% | Q1 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 6 | 0.00% | 0.36% | 1.48% | Q4 2015 | Q3 2023 | 30 |
EXANE DERIVATIVES | 30 | 30 | 0.00% | 0.14% | 0.89% | Q4 2014 | Q1 2022 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.06% | 0.38% | 1.45% | Q3 2014 | Q4 2021 | 30 |
First Horizon Advisors, Inc. | 15 | 1 | 0.00% | 0.54% | 1.56% | Q1 2014 | Q3 2023 | 30 |
V Wealth Advisors LLC | 11 | 1 | 0.00% | 0.30% | 1.22% | Q2 2016 | Q2 2023 | 29 |
Allworth Financial LP | 29 | 29 | 0.00% | 0.01% | 0.11% | Q3 2016 | Q3 2023 | 29 |
Renaissance Technologies | 8 | 1 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 29 |
PRUDENTIAL FINANCIAL INC | 20 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 29 |
PICTON MAHONEY ASSET MANAGEMENT | 28 | 1 | 0.02% | 0.09% | 0.23% | Q4 2015 | Q3 2023 | 29 |
WELLINGTON MANAGEMENT GROUP LLP | 25 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 29 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2023 | 29 |
WINTRUST INVESTMENTS LLC | 18 | 11 | 0.04% | 1.17% | 2.86% | Q2 2016 | Q3 2023 | 29 |
AMARILLO NATIONAL BANK | 28 | 28 | 0.04% | 0.10% | 0.17% | Q3 2016 | Q2 2023 | 28 |
Verition Fund Management LLC | 11 | 1 | 0.01% | 0.35% | 2.41% | Q3 2013 | Q3 2023 | 28 |
ETRADE Capital Management LLC | 22 | 6 | 0.00% | 0.21% | 0.52% | Q2 2013 | Q3 2020 | 28 |
Fund Evaluation Group, LLC | 24 | 4 | 0.03% | 2.39% | 8.64% | Q2 2016 | Q3 2023 | 28 |
Simplicity Solutions, LLC | 21 | 7 | 0.01% | 1.47% | 6.06% | Q3 2016 | Q3 2023 | 28 |
IPG Investment Advisors LLC | 10 | 1 | 0.05% | 0.86% | 5.06% | Q1 2015 | Q3 2023 | 28 |
Capital Investment Advisory Services, LLC | 27 | 27 | 0.00% | 0.29% | 1.86% | Q1 2017 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.04% | 0.11% | 0.33% | Q4 2016 | Q3 2023 | 28 |
STATE STREET CORP | 18 | 10 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 28 |
LifePlan Financial Group, Inc | 24 | 4 | 0.02% | 0.87% | 3.92% | Q2 2013 | Q3 2020 | 28 |
RiverFront Investment Group, LLC | 24 | 1 | 0.01% | 1.09% | 3.79% | Q3 2011 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.05% | 0.12% | 0.30% | Q2 2013 | Q4 2019 | 27 |
CWA Asset Management Group, LLC | 18 | 9 | 0.02% | 0.47% | 2.21% | Q3 2016 | Q3 2023 | 27 |
WEALTHSOURCE PARTNERS, LLC | 19 | 2 | 0.05% | 0.26% | 0.65% | Q1 2016 | Q3 2023 | 27 |
USCA RIA LLC | 23 | 4 | 0.03% | 0.50% | 4.08% | Q2 2014 | Q2 2021 | 27 |
Harvest Fund Management Co., Ltd | 27 | 27 | 0.00% | 0.17% | 0.98% | Q1 2017 | Q3 2023 | 27 |
QS Investors, LLC | 27 | 27 | 0.48% | 1.29% | 1.74% | Q4 2014 | Q2 2021 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.05% | 0.32% | Q2 2013 | Q3 2019 | 27 |
Squarepoint Ops LLC | 5 | 2 | 0.00% | 0.16% | 0.49% | Q1 2016 | Q1 2022 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 23 | 4 | 0.01% | 0.15% | 0.68% | Q2 2013 | Q1 2020 | 27 |
Cetera Investment Advisers | 17 | 1 | 0.03% | 0.25% | 0.60% | Q4 2015 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.03% | 0.13% | Q4 2016 | Q3 2023 | 27 |
NWAM LLC | 12 | 5 | 0.02% | 0.30% | 0.80% | Q1 2014 | Q3 2023 | 27 |
Dorsey Wright & Associates | 6 | 2 | 0.04% | 0.54% | 1.80% | Q4 2013 | Q2 2023 | 26 |
Lombard Odier Asset Management (USA) Corp | 10 | 1 | 0.06% | 1.39% | 8.57% | Q2 2017 | Q3 2023 | 26 |
Parallel Advisors, LLC | 25 | 1 | 0.00% | 0.46% | 1.51% | Q1 2017 | Q3 2023 | 26 |
SIGNATUREFD, LLC | 19 | 1 | 0.00% | 0.04% | 1.00% | Q2 2013 | Q3 2023 | 26 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 23 | 3 | 0.00% | 0.13% | 1.10% | Q1 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2019 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 26 |
BOOTHBAY FUND MANAGEMENT, LLC | 10 | 1 | 0.01% | 0.19% | 1.03% | Q4 2014 | Q3 2023 | 26 |
Edgestream Partners, L.P. | 9 | 1 | 0.05% | 4.97% | 41.54% | Q3 2015 | Q1 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.06% | 0.29% | 0.52% | Q2 2017 | Q3 2023 | 26 |
Venturi Wealth Management, LLC | 20 | 6 | 0.02% | 1.54% | 7.63% | Q1 2017 | Q3 2023 | 26 |
CULLEN/FROST BANKERS, INC. | 20 | 2 | 0.00% | 0.06% | 0.92% | Q1 2014 | Q3 2023 | 25 |
PINNACLE FINANCIAL PARTNERS INC | 16 | 2 | 0.00% | 0.14% | 0.64% | Q1 2017 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.31% | 0.83% | Q4 2016 | Q3 2023 | 25 |
Nationwide Fund Advisors | 18 | 1 | 0.00% | 10.60% | 20.64% | Q2 2015 | Q3 2023 | 25 |
DAVENPORT & Co LLC | 10 | 2 | 0.00% | 0.06% | 0.32% | Q4 2014 | Q3 2023 | 25 |
CI INVESTMENTS INC. | 19 | 6 | 0.02% | 0.82% | 2.40% | Q3 2016 | Q3 2023 | 25 |
TORONTO DOMINION BANK | 14 | 1 | 0.00% | 0.14% | 2.03% | Q2 2013 | Q3 2023 | 25 |
Arete Wealth Advisors, LLC | 23 | 1 | 0.02% | 0.44% | 1.68% | Q4 2014 | Q3 2023 | 25 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 4 | 0.45% | 1.11% | 2.42% | Q2 2013 | Q3 2019 | 25 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.09% | Q4 2017 | Q3 2023 | 25 |
Keel Point, LLC | 25 | 25 | 0.18% | 1.71% | 4.75% | Q3 2017 | Q3 2023 | 25 |
Prospera Financial Services Inc | 8 | 2 | 0.01% | 0.20% | 0.63% | Q1 2014 | Q3 2023 | 25 |
BESSEMER GROUP INC | 22 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 25 |
Cambria Investment Management, L.P. | 24 | 24 | 0.17% | 1.10% | 2.77% | Q4 2014 | Q3 2020 | 24 |
HCR Wealth Advisors | 17 | 7 | 0.08% | 2.34% | 9.09% | Q4 2016 | Q3 2023 | 24 |
Belpointe Asset Management LLC | 18 | 6 | 0.04% | 0.50% | 1.38% | Q3 2017 | Q3 2023 | 24 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 21 | 3 | 0.01% | 0.13% | 0.69% | Q2 2013 | Q2 2019 | 24 |
FormulaFolio Investments, LLC | 24 | 24 | 0.06% | 0.72% | 2.59% | Q3 2015 | Q2 2021 | 24 |
M&T BANK CORP | 12 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2020 | 24 |
Carroll Financial Associates, Inc. | 24 | 24 | 0.00% | 0.01% | 0.15% | Q1 2016 | Q4 2021 | 24 |
Ballew Advisors, Inc | 24 | 24 | 0.62% | 1.63% | 4.44% | Q4 2017 | Q3 2023 | 24 |
Sandy Spring Bank | 17 | 2 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 24 |
Cardan Capital Partners, LLC | 24 | 24 | 0.08% | 2.93% | 8.04% | Q4 2015 | Q3 2021 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.06% | 0.23% | 0.54% | Q4 2017 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 13 | 5 | 0.02% | 0.34% | 1.31% | Q4 2016 | Q3 2023 | 24 |
AVALON CAPITAL MANAGEMENT | 5 | 1 | 0.33% | 5.48% | 14.24% | Q2 2013 | Q4 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.09% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Bray Capital Advisors | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Integrated Wealth Concepts LLC | 20 | 3 | 0.02% | 0.50% | 2.66% | Q4 2017 | Q3 2023 | 23 |
Cornerstone Wealth Management, LLC | 9 | 1 | 0.02% | 0.10% | 0.64% | Q1 2016 | Q3 2023 | 23 |
COMERICA BANK | 19 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 23 |
MADISON INVESTMENT HOLDINGS INC | 19 | 4 | 0.01% | 0.62% | 1.46% | Q2 2013 | Q3 2019 | 23 |
WealthShield Partners, LLC | 23 | 23 | 0.03% | 0.26% | 0.99% | Q1 2018 | Q3 2023 | 23 |
Proficio Capital Partners LLC | 9 | 2 | 0.01% | 2.95% | 24.67% | Q4 2015 | Q3 2022 | 23 |
Crabel Capital Management, LLC | 14 | 9 | 0.28% | 1.09% | 3.86% | Q4 2017 | Q3 2023 | 23 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 23 |
Affiance Financial, LLC | 18 | 5 | 0.13% | 0.48% | 0.95% | Q1 2015 | Q3 2023 | 23 |
CENTAURUS FINANCIAL, INC. | 23 | 23 | 0.04% | 0.37% | 1.03% | Q1 2018 | Q3 2023 | 23 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 21 | 2 | 0.05% | 1.15% | 1.79% | Q4 2015 | Q3 2023 | 23 |
Family Firm, Inc. | 23 | 23 | 0.23% | 0.32% | 0.40% | Q1 2018 | Q3 2023 | 23 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.00% | 0.05% | 0.41% | Q4 2020 | Q3 2023 | 23 |
PFS INVESTMENTS INC. | 23 | 23 | 0.56% | 1.04% | 1.66% | Q4 2017 | Q2 2023 | 23 |
Richard Bernstein Advisors LLC | 20 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 23 |
Koshinski Asset Management, Inc. | 21 | 2 | 0.03% | 0.38% | 1.17% | Q4 2017 | Q3 2023 | 23 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.04% | 0.88% | 3.74% | Q3 2014 | Q3 2023 | 23 |
PEAK6 Investments LLC | 9 | 1 | 0.00% | 0.03% | 0.18% | Q2 2020 | Q3 2023 | 23 |
STEPHENS INC /AR/ | 22 | 22 | 0.01% | 0.05% | 0.24% | Q2 2018 | Q3 2023 | 22 |
Financial Architects, Inc | 19 | 1 | 0.00% | 0.05% | 0.29% | Q2 2015 | Q1 2022 | 22 |
Winslow, Evans & Crocker, Inc. | 9 | 1 | 0.00% | 0.04% | 0.48% | Q2 2014 | Q4 2020 | 22 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 13 | 1 | 0.02% | 0.19% | 0.82% | Q2 2014 | Q4 2021 | 22 |
Foundations Investment Advisors, LLC | 22 | 22 | 0.02% | 2.00% | 14.05% | Q2 2018 | Q3 2023 | 22 |
Moors & Cabot, Inc. | 12 | 1 | 0.01% | 0.08% | 0.76% | Q1 2016 | Q3 2023 | 22 |
Financial Advocates Investment Management | 21 | 1 | 0.02% | 0.29% | 0.77% | Q4 2017 | Q3 2023 | 22 |
AdvisorNet Financial, Inc | 16 | 6 | 0.00% | 0.12% | 1.64% | Q4 2017 | Q3 2023 | 22 |
DRW Securities, LLC | 6 | 1 | 0.01% | 0.20% | 0.63% | Q4 2013 | Q2 2023 | 22 |
Tuttle Capital Management, LLC | 8 | 1 | 0.14% | 5.28% | 22.42% | Q1 2014 | Q2 2021 | 21 |
Money Design Co.,Ltd. | 21 | 21 | 1.39% | 3.48% | 5.92% | Q3 2017 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.29% | 0.86% | Q3 2018 | Q3 2023 | 21 |
PRUDENTIAL PLC | 13 | 1 | 0.00% | 0.18% | 2.04% | Q2 2013 | Q3 2023 | 21 |
Neuberger Berman Group LLC | 17 | 3 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 21 |
Stone House Investment Management, LLC | 10 | 1 | 0.07% | 0.66% | 1.73% | Q2 2017 | Q3 2023 | 21 |
INSIGHT 2811, INC. | 18 | 1 | 0.22% | 5.83% | 23.89% | Q4 2014 | Q2 2023 | 21 |
CADINHA & CO LLC | 19 | 2 | 0.09% | 4.17% | 15.06% | Q2 2016 | Q2 2023 | 21 |
Horizon Investments, LLC | 5 | 1 | 0.00% | 0.61% | 2.48% | Q1 2014 | Q3 2023 | 21 |
FINANCIAL LIFE ADVISORS | 12 | 9 | 0.67% | 5.16% | 7.79% | Q4 2017 | Q1 2023 | 21 |
Sowell Financial Services LLC | 7 | 2 | 0.12% | 0.34% | 1.16% | Q4 2016 | Q3 2023 | 21 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.05% | 0.44% | Q2 2013 | Q2 2018 | 21 |
OneDigital Investment Advisors LLC | 17 | 3 | 0.00% | 0.06% | 0.28% | Q2 2018 | Q3 2023 | 21 |
Family Capital Trust Co | 21 | 21 | 1.57% | 2.76% | 5.88% | Q1 2016 | Q1 2021 | 21 |
EVERGREEN CAPITAL MANAGEMENT LLC | 20 | 1 | 0.06% | 3.61% | 12.07% | Q2 2013 | Q3 2018 | 21 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.06% | 0.45% | 1.38% | Q3 2015 | Q3 2023 | 21 |
Oxbow Advisors, LLC | 8 | 1 | 0.03% | 6.25% | 12.85% | Q2 2013 | Q3 2023 | 21 |
NORTH AMERICAN MANAGEMENT CORP | 21 | 21 | 1.50% | 2.44% | 4.76% | Q1 2016 | Q1 2021 | 21 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.23% | 0.94% | Q2 2015 | Q3 2023 | 21 |
Deane Retirement Strategies, Inc. | 12 | 1 | 0.00% | 15.45% | 27.80% | Q4 2014 | Q2 2023 | 21 |
Patten Group, Inc. | 15 | 1 | 0.02% | 0.07% | 0.30% | Q4 2014 | Q4 2020 | 21 |
1834 INVESTMENT ADVISORS CO | 19 | 2 | 0.00% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 21 |
Regis Management CO LLC | 21 | 21 | 2.51% | 5.60% | 13.17% | Q1 2013 | Q1 2018 | 21 |
MASTERS CAPITAL MANAGEMENT LLC | 9 | 1 | 1.36% | 7.21% | 17.02% | Q4 2014 | Q3 2023 | 21 |
ALERUS FINANCIAL NA | 17 | 1 | 0.43% | 0.56% | 0.77% | Q4 2016 | Q3 2023 | 20 |
FRANKLIN RESOURCES INC | 15 | 5 | 0.00% | 0.00% | 0.04% | Q2 2016 | Q3 2023 | 20 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.95% | 8.63% | Q4 2019 | Q3 2023 | 20 |
Van Hulzen Asset Management, LLC | 17 | 1 | 0.02% | 0.27% | 0.91% | Q4 2015 | Q3 2023 | 20 |
CreativeOne Wealth, LLC | 20 | 20 | 0.04% | 0.12% | 0.62% | Q4 2018 | Q3 2023 | 20 |
Trek Financial, LLC | 20 | 20 | 0.28% | 5.09% | 13.86% | Q4 2018 | Q3 2023 | 20 |
HRT FINANCIAL LP | 10 | 1 | 0.00% | 0.53% | 1.29% | Q3 2016 | Q3 2023 | 20 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 19 | 1 | 0.01% | 0.11% | 0.58% | Q1 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.01% | 0.73% | 2.02% | Q1 2018 | Q3 2023 | 20 |
GM Advisory Group, LLC | 13 | 1 | 0.11% | 6.32% | 14.11% | Q4 2017 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.05% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Virtue Capital Management, LLC | 14 | 2 | 0.00% | 0.84% | 2.79% | Q4 2017 | Q3 2023 | 20 |
Patriot Financial Group Insurance Agency, LLC | 13 | 1 | 0.00% | 0.05% | 0.20% | Q2 2017 | Q3 2023 | 20 |
FNY Investment Advisers, LLC | 3 | 2 | 0.00% | 0.16% | 1.39% | Q2 2018 | Q3 2023 | 20 |
SHEPHERD KAPLAN KROCHUK, LLC | 14 | 6 | 0.06% | 1.28% | 9.04% | Q2 2013 | Q3 2023 | 20 |
Rehmann Capital Advisory Group | 5 | 1 | 0.00% | 0.20% | 0.67% | Q2 2010 | Q3 2023 | 20 |
Solstein Capital, LLC | 10 | 9 | 0.00% | 1.80% | 6.52% | Q3 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.07% | 0.30% | Q4 2017 | Q3 2022 | 20 |
MEEDER ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.54% | 3.40% | Q1 2015 | Q3 2023 | 20 |
Centiva Capital, LP | 6 | 1 | 0.00% | 0.21% | 0.60% | Q3 2018 | Q3 2023 | 20 |
Robinson Value Management, Ltd. | 8 | 1 | 0.08% | 1.62% | 2.88% | Q4 2016 | Q3 2023 | 20 |
One Day In July LLC | 20 | 20 | 5.06% | 7.88% | 12.87% | Q4 2018 | Q3 2023 | 20 |
Disciplina Capital Management LLC | 20 | 20 | 0.12% | 5.00% | 8.38% | Q4 2018 | Q3 2023 | 20 |
MACKENZIE FINANCIAL CORP | 20 | 20 | 0.04% | 0.30% | 0.55% | Q4 2018 | Q3 2023 | 20 |
Almanack Investment Partners, LLC. | 11 | 1 | 0.03% | 1.52% | 4.95% | Q1 2017 | Q2 2023 | 20 |
Darwin Wealth Management, LLC | 17 | 2 | 0.08% | 1.27% | 3.21% | Q2 2016 | Q1 2023 | 19 |
QVR LLC | 9 | 9 | 0.56% | 22.15% | 74.27% | Q4 2018 | Q4 2020 | 19 |
NVWM, LLC | 13 | 1 | 0.02% | 0.35% | 1.60% | Q4 2017 | Q3 2023 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.10% | 0.87% | 2.47% | Q4 2018 | Q3 2023 | 19 |
BRINKER CAPITAL INC | 16 | 1 | 0.04% | 0.81% | 5.32% | Q4 2014 | Q2 2020 | 19 |
COASTLAND CAPITAL LLC | 9 | 9 | 0.34% | 5.92% | 26.86% | Q3 2015 | Q3 2017 | 19 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 10 | 1 | 0.10% | 0.82% | 3.71% | Q2 2014 | Q3 2022 | 19 |
Banco BTG Pactual S.A. | 6 | 1 | 0.01% | 1.84% | 7.24% | Q1 2017 | Q4 2022 | 19 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 8 | 1 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q3 2022 | 19 |
Fort Point Capital Partners LLC | 8 | 3 | 0.01% | 0.49% | 2.04% | Q3 2016 | Q3 2023 | 19 |
BCM ADVISORS, LLC | 19 | 19 | 0.34% | 6.38% | 9.12% | Q1 2019 | Q3 2023 | 19 |
WESBANCO BANK INC | 11 | 8 | 0.05% | 0.09% | 0.26% | Q4 2018 | Q3 2023 | 19 |
Wealthcare Advisory Partners LLC | 9 | 3 | 0.00% | 0.16% | 0.70% | Q4 2017 | Q3 2023 | 19 |
TWO SIGMA INVESTMENTS, LP | 3 | 1 | 0.00% | 0.04% | 0.44% | Q1 2016 | Q2 2023 | 19 |
FLAGSHIP HARBOR ADVISORS, LLC | 17 | 1 | 0.03% | 0.10% | 0.26% | Q4 2016 | Q3 2023 | 19 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 13 | 1 | 0.02% | 2.16% | 17.96% | Q4 2016 | Q2 2022 | 19 |
M Holdings Securities, Inc. | 12 | 1 | 0.05% | 0.26% | 0.53% | Q2 2016 | Q2 2023 | 19 |
Newfound Research LLC | 19 | 19 | 0.01% | 0.78% | 3.72% | Q4 2015 | Q2 2020 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.12% | 0.21% | Q1 2019 | Q3 2023 | 19 |
FIRST NATIONAL CORP /MA/ /ADV | 12 | 7 | 0.10% | 4.27% | 9.96% | Q4 2018 | Q3 2023 | 19 |
PICTET ASSET MANAGEMENT LTD | 18 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2021 | 19 |
Aspire Private Capital, LLC | 19 | 19 | 0.00% | 0.02% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Signature Wealth Management Group | 10 | 9 | 0.23% | 1.01% | 2.08% | Q4 2017 | Q2 2023 | 19 |
NATIXIS | 15 | 4 | 0.04% | 0.23% | 0.42% | Q3 2018 | Q3 2023 | 19 |
Rice Partnership, LLC | 18 | 18 | 0.02% | 0.05% | 0.13% | Q2 2019 | Q3 2023 | 18 |
GREAT VALLEY ADVISOR GROUP, INC. | 15 | 3 | 0.02% | 0.20% | 1.07% | Q1 2019 | Q3 2023 | 18 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 13 | 2 | 0.01% | 1.24% | 2.84% | Q2 2013 | Q3 2023 | 18 |
Shay Capital LLC | 7 | 3 | 0.02% | 0.35% | 1.10% | Q4 2020 | Q3 2023 | 18 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.20% | 1.11% | Q4 2020 | Q3 2023 | 18 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
MIZUHO SECURITIES USA LLC | 15 | 1 | 0.02% | 21.96% | 91.42% | Q2 2013 | Q2 2018 | 18 |
BDO Wealth Advisors, LLC | 8 | 2 | 0.00% | 0.12% | 0.46% | Q2 2017 | Q4 2022 | 18 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 17 | 1 | 0.01% | 0.73% | 1.35% | Q4 2016 | Q2 2023 | 18 |
Sargent Bickham Lagudis LLC | 14 | 1 | 0.00% | 0.03% | 0.44% | Q2 2017 | Q4 2022 | 18 |
Man Group plc | 5 | 1 | 0.00% | 0.05% | 0.18% | Q4 2018 | Q3 2023 | 18 |
BOKF, NA | 9 | 1 | 0.00% | 0.05% | 0.14% | Q3 2017 | Q3 2023 | 18 |
Institute for Wealth Management, LLC. | 14 | 1 | 0.00% | 0.09% | 0.21% | Q4 2017 | Q3 2023 | 18 |
Concorde Asset Management, LLC | 17 | 1 | 0.26% | 0.72% | 1.60% | Q4 2016 | Q3 2023 | 18 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.01% | 0.35% | 1.16% | Q4 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.11% | 0.33% | Q2 2013 | Q3 2017 | 18 |
Icon Wealth Partners, LLC | 12 | 3 | 0.10% | 0.46% | 1.10% | Q4 2017 | Q3 2023 | 18 |
Vestmark Advisory Solutions, Inc. | 18 | 18 | 0.04% | 0.39% | 0.84% | Q1 2019 | Q2 2023 | 18 |
MAKENA CAPITAL MANAGEMENT LLC | 14 | 4 | 0.61% | 1.57% | 4.46% | Q2 2015 | Q3 2020 | 18 |
Invst, LLC | 18 | 18 | 0.75% | 2.03% | 6.87% | Q2 2019 | Q3 2023 | 18 |
LEVEL FOUR ADVISORY SERVICES, LLC | 14 | 1 | 0.03% | 0.17% | 0.66% | Q4 2016 | Q3 2023 | 18 |
JANUS HENDERSON GROUP PLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 18 |
Csenge Advisory Group | 17 | 1 | 0.02% | 0.13% | 0.30% | Q3 2018 | Q3 2023 | 18 |
Concert Wealth Management Inc. | 9 | 7 | 0.00% | 0.33% | 0.66% | Q2 2013 | Q2 2017 | 18 |
Jaffetilchin Investment Partners, LLC | 18 | 18 | 0.03% | 0.21% | 1.24% | Q2 2019 | Q3 2023 | 18 |
LINCOLN NATIONAL CORP | 4 | 3 | 0.01% | 0.16% | 0.80% | Q2 2017 | Q3 2023 | 18 |
COLONY GROUP LLC | 5 | 1 | 0.01% | 0.05% | 0.15% | Q3 2015 | Q3 2023 | 18 |
SIGNET FINANCIAL MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.29% | 0.69% | Q4 2015 | Q4 2021 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2014 | 18 |
Genesee Capital Advisors, LLC | 10 | 3 | 0.13% | 0.33% | 1.29% | Q4 2018 | Q3 2023 | 18 |
Advocacy Wealth Management Services, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 18 |
Sunbelt Securities, Inc. | 17 | 1 | 0.01% | 0.20% | 0.66% | Q1 2019 | Q3 2023 | 18 |
Joseph P. Lucia & Associates, LLC | 18 | 18 | 0.11% | 0.54% | 1.78% | Q1 2019 | Q2 2023 | 18 |
RAYMOND JAMES TRUST N.A. | 10 | 1 | 0.01% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 18 |
Riggs Asset Managment Co. Inc. | 12 | 1 | 0.00% | 0.18% | 0.88% | Q1 2017 | Q3 2023 | 18 |
Robertson Stephens Wealth Management, LLC | 9 | 1 | 0.04% | 1.05% | 5.32% | Q4 2018 | Q3 2023 | 18 |
Weaver Consulting Group | 8 | 4 | 0.07% | 0.12% | 0.15% | Q1 2019 | Q3 2023 | 17 |
Betterment LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 17 |
ARGI Investment Services, LLC | 8 | 1 | 0.00% | 1.13% | 3.02% | Q1 2016 | Q4 2022 | 17 |
Jackson Hole Capital Partners, LLC | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Laffer Tengler Investments, Inc. | 14 | 3 | 0.00% | 0.02% | 0.28% | Q2 2013 | Q4 2020 | 17 |
UBS OCONNOR LLC | 8 | 1 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2019 | 17 |
Shamrock Asset Management LLC | 7 | 1 | 0.00% | 0.75% | 3.26% | Q3 2014 | Q3 2019 | 17 |
Cypress Wealth Services, LLC | 17 | 17 | 0.10% | 0.24% | 0.80% | Q3 2019 | Q3 2023 | 17 |
Winfield Associates, Inc. | 14 | 1 | 0.01% | 0.03% | 0.18% | Q4 2013 | Q1 2020 | 17 |
Financial Enhancement Group LLC | 9 | 4 | 0.05% | 1.16% | 4.62% | Q2 2015 | Q1 2021 | 17 |
NATIONAL PLANNING CORP | 13 | 1 | 0.03% | 0.25% | 0.77% | Q2 2013 | Q4 2017 | 17 |
SCS Capital Management LLC | 16 | 1 | 0.00% | 1.56% | 4.59% | Q3 2013 | Q3 2020 | 17 |
NewSquare Capital LLC | 11 | 1 | 0.00% | 0.90% | 2.42% | Q1 2014 | Q4 2022 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q2 2017 | 17 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.00% | 0.09% | 0.32% | Q2 2017 | Q3 2023 | 17 |
Good Life Advisors, LLC | 17 | 17 | 0.03% | 0.11% | 0.32% | Q3 2019 | Q3 2023 | 17 |
HL FINANCIAL SERVICES LLC | 17 | 17 | 0.01% | 0.07% | 0.25% | Q2 2013 | Q2 2017 | 17 |
Allianz Asset Management GmbH | 8 | 1 | 0.00% | 0.00% | 0.04% | Q3 2015 | Q3 2023 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 17 | 17 | 0.00% | 0.02% | 0.09% | Q3 2019 | Q3 2023 | 17 |
NORTHERN TRUST CORP | 13 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 17 |
Meridian Wealth Advisors, LLC | 17 | 17 | 0.08% | 0.56% | 1.80% | Q3 2019 | Q3 2023 | 17 |
Financial Sense Advisors, Inc. | 7 | 1 | 0.11% | 4.70% | 29.56% | Q1 2016 | Q3 2023 | 17 |
MGO ONE SEVEN LLC | 11 | 1 | 0.01% | 0.08% | 0.28% | Q4 2017 | Q3 2023 | 17 |
Frontier Wealth Management LLC | 10 | 1 | 0.02% | 0.35% | 1.63% | Q4 2014 | Q4 2021 | 17 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.27% | 1.27% | Q3 2013 | Q2 2017 | 17 |
STRATEGY ASSET MANAGERS LLC | 10 | 5 | 0.00% | 0.28% | 0.73% | Q4 2019 | Q3 2023 | 17 |
Trellus Management Company, LLC | 7 | 1 | 0.20% | 3.94% | 24.89% | Q2 2013 | Q2 2023 | 17 |
Q3 Asset Management | 9 | 1 | 0.20% | 3.67% | 13.06% | Q4 2017 | Q3 2023 | 17 |
Kovack Advisors, Inc. | 4 | 1 | 0.02% | 0.15% | 0.36% | Q1 2016 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.20% | 0.72% | 2.16% | Q4 2019 | Q4 2023 | 17 |
American Assets Investment Management, LLC | 10 | 7 | 0.02% | 0.38% | 0.93% | Q3 2017 | Q2 2023 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 16 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q4 2022 | 16 |
1832 Asset Management L.P. | 7 | 1 | 0.00% | 0.04% | 0.17% | Q3 2015 | Q3 2023 | 16 |
Deer Park Road Corp | 4 | 1 | 0.40% | 3.51% | 12.22% | Q3 2018 | Q3 2022 | 16 |
CKW FINANCIAL GROUP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Focused Wealth Management, Inc | 7 | 1 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q3 2023 | 16 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.04% | 0.56% | 1.78% | Q2 2017 | Q3 2023 | 16 |
Investors Research Corp | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.18% | 1.01% | Q4 2019 | Q3 2023 | 16 |
NWK Group, Inc. | 16 | 16 | 0.04% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.01% | 1.30% | 9.83% | Q2 2015 | Q4 2022 | 16 |
Homrich & Berg | 6 | 1 | 0.01% | 0.06% | 0.22% | Q1 2015 | Q3 2021 | 16 |
Cresset Asset Management, LLC | 12 | 4 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 16 |
CITY HOLDING CO | 6 | 4 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2022 | 16 |
CASTLEARK MANAGEMENT LLC | 16 | 16 | 0.11% | 1.02% | 2.46% | Q1 2016 | Q4 2019 | 16 |
Madison Asset Management, LLC | 16 | 16 | 0.21% | 0.84% | 1.72% | Q4 2019 | Q3 2023 | 16 |
Versant Capital Management, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2023 | 16 |
Avestar Capital, LLC | 9 | 7 | 0.02% | 0.05% | 0.14% | Q4 2017 | Q1 2022 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.00% | 0.91% | 1.86% | Q4 2019 | Q3 2023 | 16 |
J. Goldman & Co LP | 4 | 1 | 0.02% | 0.38% | 1.98% | Q2 2013 | Q3 2023 | 16 |
Arrow Investment Advisors, LLC | 5 | 2 | 1.30% | 3.54% | 10.02% | Q2 2017 | Q2 2023 | 16 |
Barry Investment Advisors, LLC | 10 | 6 | 0.08% | 5.76% | 16.78% | Q3 2018 | Q3 2022 | 16 |
First PREMIER Bank | 16 | 16 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
Glovista Investments LLC | 6 | 1 | 0.05% | 1.89% | 5.77% | Q2 2013 | Q1 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 8 | 7 | 0.00% | 0.01% | 0.07% | Q4 2019 | Q3 2023 | 16 |
ALETHEA CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.00% | 2.12% | 7.29% | Q1 2016 | Q3 2023 | 16 |
LAZARD ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 16 |
Global Trust Asset Management, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 16 |
K.J. Harrison & Partners Inc | 7 | 1 | 0.13% | 1.55% | 4.97% | Q3 2015 | Q2 2023 | 16 |
Faithward Advisors, LLC | 11 | 5 | 0.01% | 0.23% | 2.00% | Q3 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.10% | 0.63% | 1.40% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Clean Yield Group | 14 | 2 | 0.01% | 0.19% | 0.40% | Q2 2016 | Q3 2023 | 16 |
Savior LLC | 16 | 16 | 0.00% | 0.14% | 0.37% | Q4 2019 | Q3 2023 | 16 |
Litman Gregory Wealth Management LLC | 8 | 8 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q1 2021 | 16 |
WealthTrust-Arizona, LLC | 16 | 16 | 0.07% | 0.10% | 0.15% | Q1 2015 | Q4 2018 | 16 |
Capital Analysts, LLC | 10 | 1 | 0.00% | 0.01% | 0.14% | Q4 2012 | Q3 2023 | 16 |
MOLLER WEALTH PARTNERS | 9 | 2 | 0.26% | 4.56% | 9.16% | Q3 2014 | Q2 2019 | 15 |
Biondo Investment Advisors, LLC | 15 | 15 | 0.10% | 0.14% | 0.18% | Q1 2020 | Q3 2023 | 15 |
Quintium Advisors, LLC | 9 | 9 | 0.39% | 3.69% | 10.93% | Q4 2013 | Q4 2015 | 15 |
Connecticut Wealth Management, LLC | 15 | 15 | 0.19% | 0.50% | 0.88% | Q2 2019 | Q4 2022 | 15 |
Soltis Investment Advisors LLC | 14 | 1 | 0.03% | 0.22% | 0.49% | Q4 2019 | Q3 2023 | 15 |
Baystate Wealth Management LLC | 9 | 1 | 0.00% | 0.00% | 0.03% | Q4 2017 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2017 | 15 |
LEUTHOLD GROUP, LLC | 7 | 1 | 0.04% | 0.30% | 0.37% | Q1 2018 | Q3 2023 | 15 |
GeoWealth Management, LLC | 14 | 1 | 0.13% | 0.44% | 1.31% | Q3 2019 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.14% | 0.25% | 0.44% | Q1 2020 | Q3 2023 | 15 |
PRINCIPAL FINANCIAL GROUP INC | 12 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 15 |
Western Wealth Management, LLC | 6 | 1 | 0.00% | 0.05% | 0.17% | Q1 2019 | Q3 2023 | 15 |
Summit X, LLC | 6 | 1 | 0.12% | 0.69% | 2.32% | Q2 2017 | Q3 2023 | 15 |
BAILARD, INC. | 5 | 1 | 0.04% | 4.13% | 9.67% | Q3 2014 | Q3 2023 | 15 |
TCI Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q1 2023 | 15 |
Hamilton Wealth, LLC | 8 | 1 | 0.10% | 3.46% | 6.34% | Q1 2019 | Q3 2023 | 15 |
SYMMETRY PEAK MANAGEMENT LLC | 4 | 1 | 0.04% | 1.17% | 4.52% | Q2 2014 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 8 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Waratah Capital Advisors Ltd. | 4 | 1 | 0.01% | 2.35% | 7.40% | Q3 2013 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Lattice Strategies LLC | 9 | 3 | 0.16% | 0.73% | 1.94% | Q2 2013 | Q1 2019 | 15 |
WealthPLAN Partners, LLC | 8 | 1 | 0.00% | 0.11% | 0.24% | Q1 2015 | Q4 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.05% | 0.17% | 0.33% | Q2 2013 | Q4 2016 | 15 |
Retirement Group, LLC | 14 | 1 | 0.01% | 2.20% | 5.30% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.06% | 0.19% | 0.60% | Q2 2016 | Q4 2019 | 15 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 2 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q2 2021 | 15 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 15 | 15 | 1.45% | 1.84% | 2.53% | Q1 2020 | Q3 2023 | 15 |
Ballentine Partners, LLC | 14 | 1 | 0.00% | 0.03% | 0.05% | Q3 2017 | Q1 2022 | 15 |
Verity Asset Management, Inc. | 5 | 1 | 0.20% | 0.55% | 1.50% | Q1 2014 | Q1 2023 | 15 |
Bison Wealth, LLC | 11 | 1 | 0.01% | 0.06% | 0.22% | Q1 2015 | Q3 2023 | 15 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
Day & Ennis, LLC | 9 | 1 | 0.08% | 0.30% | 0.51% | Q2 2017 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.11% | 0.23% | 0.52% | Q1 2020 | Q3 2023 | 15 |
Mariner, LLC | 5 | 1 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 15 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 2 | 0.04% | 0.16% | 0.32% | Q4 2014 | Q3 2023 | 15 |
WHITTIER TRUST CO | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 15 |
Vanguard Capital Wealth Advisors | 6 | 1 | 0.01% | 0.80% | 2.08% | Q1 2018 | Q3 2023 | 15 |
Arkadios Wealth Advisors | 13 | 2 | 0.00% | 0.18% | 1.34% | Q4 2019 | Q3 2023 | 15 |
ONE Advisory Partners, LLC | 14 | 14 | 0.20% | 0.71% | 2.27% | Q2 2020 | Q3 2023 | 14 |
MARINER INVESTMENT GROUP LLC | 3 | 1 | 0.00% | 0.25% | 1.48% | Q2 2013 | Q4 2017 | 14 |
NKCFO LLC | 10 | 4 | 0.11% | 0.21% | 0.52% | Q3 2019 | Q2 2023 | 14 |
C M BIDWELL & ASSOCIATES LTD | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Jacobi Capital Management LLC | 11 | 1 | 0.00% | 0.51% | 2.78% | Q2 2016 | Q1 2023 | 14 |
Clearstead Advisors, LLC | 8 | 2 | 0.00% | 0.17% | 0.54% | Q4 2016 | Q2 2023 | 14 |
Granite Investment Partners, LLC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2018 | Q3 2021 | 14 |
Merriman Wealth Management, LLC | 5 | 1 | 0.10% | 0.93% | 2.37% | Q4 2016 | Q4 2022 | 14 |
Nuveen Asset Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 14 |
SCOGGIN MANAGEMENT LP | 7 | 1 | 0.02% | 3.09% | 8.21% | Q2 2013 | Q3 2023 | 14 |
QCM Cayman, Ltd. | 6 | 1 | 0.08% | 0.62% | 1.79% | Q2 2013 | Q3 2023 | 14 |
Windhaven Investment Management, Inc. | 13 | 1 | 0.00% | 1.85% | 2.19% | Q4 2013 | Q1 2018 | 14 |
Municipal Employees' Retirement System of Michigan | 14 | 14 | 0.29% | 2.36% | 3.91% | Q2 2020 | Q3 2023 | 14 |
Leucadia National | 4 | 1 | 0.00% | 0.38% | 1.36% | Q1 2016 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 14 |
RFG Advisory, LLC | 6 | 1 | 0.02% | 0.10% | 0.23% | Q2 2018 | Q3 2023 | 14 |
Sequoia Financial Advisors, LLC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2022 | 14 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 9 | 5 | 0.01% | 0.27% | 0.71% | Q4 2019 | Q3 2023 | 14 |
MOULTON WEALTH MANAGEMENT, INC | 9 | 5 | 1.01% | 8.65% | 21.40% | Q4 2019 | Q3 2023 | 14 |
VICUS CAPITAL | 8 | 2 | 0.06% | 0.43% | 1.10% | Q4 2014 | Q2 2020 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2022 | 14 |
STABLEFORD CAPITAL II LLC | 4 | 1 | 0.18% | 5.23% | 9.99% | Q1 2017 | Q4 2022 | 14 |
Astor Investment Management LLC | 4 | 2 | 0.01% | 0.32% | 1.03% | Q4 2015 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.09% | 0.57% | 1.10% | Q3 2020 | Q4 2023 | 14 |
FIRST MANHATTAN CO. LLC. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.06% | 0.21% | 0.62% | Q4 2019 | Q3 2023 | 14 |
Boltwood Capital Management | 14 | 14 | 0.14% | 0.78% | 1.42% | Q3 2020 | Q4 2023 | 14 |
Clarity Financial LLC | 11 | 11 | 0.03% | 8.14% | 15.92% | Q1 2021 | Q3 2023 | 14 |
NorthCoast Asset Management LLC | 14 | 14 | 0.01% | 0.15% | 0.71% | Q2 2018 | Q3 2021 | 14 |
Briaud Financial Planning, Inc | 11 | 3 | 0.24% | 9.20% | 20.72% | Q4 2019 | Q3 2023 | 14 |
Virtu Financial LLC | 5 | 1 | 0.04% | 0.89% | 4.57% | Q2 2013 | Q3 2019 | 14 |
Princeton Global Asset Management LLC | 14 | 14 | 0.02% | 0.06% | 0.15% | Q2 2020 | Q3 2023 | 14 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.02% | 3.03% | 12.32% | Q3 2013 | Q3 2023 | 14 |
QUATTRO FINANCIAL ADVISORS LLC | 7 | 1 | 0.07% | 1.20% | 3.09% | Q3 2017 | Q3 2023 | 14 |
Executive Wealth Management, LLC | 8 | 6 | 0.06% | 0.51% | 0.95% | Q4 2018 | Q3 2023 | 14 |
WEXFORD CAPITAL LP | 4 | 1 | 0.04% | 0.51% | 3.26% | Q3 2015 | Q3 2023 | 14 |
Independent Portfolio Consultants, Inc. | 14 | 14 | 0.00% | 0.12% | 0.39% | Q1 2014 | Q2 2017 | 14 |
Ferguson Shapiro LLC | 7 | 2 | 0.00% | 7.70% | 16.75% | Q4 2019 | Q3 2023 | 14 |
High Falls Advisors, Inc | 9 | 1 | 0.08% | 0.35% | 2.58% | Q1 2016 | Q3 2023 | 14 |
Covington Capital Management | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2022 | 14 |
Parasol Investment Management, LLC | 13 | 1 | 0.24% | 5.03% | 6.80% | Q3 2013 | Q1 2017 | 14 |
Marathon Trading Investment Management LLC | 5 | 1 | 0.01% | 0.28% | 2.72% | Q2 2013 | Q3 2023 | 14 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.01% | 0.43% | 0.89% | Q2 2017 | Q2 2020 | 13 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
ALTERNA WEALTH MANAGEMENT, INC | 7 | 1 | 0.46% | 1.83% | 4.88% | Q2 2019 | Q3 2023 | 13 |
Columbus Macro, LLC | 5 | 1 | 0.07% | 0.55% | 1.54% | Q4 2017 | Q3 2022 | 13 |
Partnervest Advisory Services LLC | 10 | 1 | 0.00% | 0.19% | 0.87% | Q2 2013 | Q2 2019 | 13 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.06% | 0.18% | Q4 2017 | Q3 2023 | 13 |
Moser Wealth Advisors, LLC | 11 | 2 | 1.40% | 2.14% | 2.68% | Q2 2020 | Q3 2023 | 13 |
Archford Capital Strategies, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2019 | 13 |
Orion Portfolio Solutions, LLC | 9 | 4 | 0.00% | 0.04% | 0.12% | Q4 2019 | Q3 2023 | 13 |
Karp Capital Management Corp | 8 | 5 | 0.25% | 1.14% | 2.05% | Q4 2014 | Q4 2019 | 13 |
Empyrean Capital Partners, LP | 3 | 2 | 0.22% | 2.77% | 5.76% | Q3 2015 | Q4 2018 | 13 |
Pettinga Financial Advisors, LLC | 13 | 13 | 0.17% | 0.74% | 1.55% | Q3 2020 | Q3 2023 | 13 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 13 | 13 | 0.02% | 0.07% | 0.15% | Q1 2020 | Q1 2023 | 13 |
WFG Advisors, LP | 13 | 13 | 0.01% | 0.15% | 0.33% | Q2 2013 | Q2 2016 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.07% | 0.20% | Q3 2020 | Q3 2023 | 13 |
Avidian Wealth Solutions, LLC | 6 | 1 | 0.01% | 0.55% | 6.65% | Q3 2016 | Q3 2023 | 13 |
Lloyd Advisory Services, LLC. | 13 | 13 | 0.15% | 12.19% | 43.48% | Q4 2019 | Q4 2022 | 13 |
Avondale Wealth Management | 12 | 1 | 0.00% | 3.33% | 10.10% | Q1 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.11% | 0.34% | Q3 2020 | Q3 2023 | 13 |
BEACONLIGHT CAPITAL, LLC | 11 | 2 | 2.82% | 7.29% | 17.78% | Q3 2016 | Q1 2022 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Timber Creek Capital Management LLC | 9 | 4 | 0.01% | 0.89% | 2.13% | Q3 2019 | Q3 2023 | 13 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9 | 4 | 0.07% | 0.55% | 1.46% | Q2 2013 | Q3 2020 | 13 |
WASHINGTON TRUST BANK | 13 | 13 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2017 | 13 |
Crescent Grove Advisors, LLC | 12 | 1 | 0.32% | 0.50% | 0.88% | Q4 2019 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Tidal Investments LLC | 12 | 1 | 0.02% | 0.57% | 1.99% | Q2 2019 | Q4 2022 | 13 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 10 | 3 | 0.15% | 0.47% | 0.88% | Q2 2013 | Q3 2016 | 13 |
People's United Financial, Inc. | 7 | 1 | 0.00% | 0.03% | 0.12% | Q3 2013 | Q1 2022 | 13 |
FIRST INTERSTATE BANK | 9 | 4 | 0.16% | 0.41% | 0.98% | Q3 2015 | Q3 2023 | 13 |
Private Capital Group, LLC | 13 | 13 | 0.00% | 0.03% | 0.08% | Q4 2017 | Q4 2020 | 13 |
DSC Advisors, L.P. | 4 | 1 | 0.05% | 0.80% | 2.74% | Q2 2013 | Q2 2019 | 13 |
BlackRock Fund Advisors | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 13 |
MBB PUBLIC MARKETS I LLC | 6 | 1 | 0.05% | 0.28% | 1.15% | Q4 2021 | Q3 2023 | 13 |
Mosaic Family Wealth, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q4 2018 | 13 |
TRANSCEND CAPITAL ADVISORS, LLC | 10 | 1 | 0.03% | 0.17% | 0.35% | Q4 2019 | Q3 2023 | 13 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.06% | 0.43% | 0.56% | Q4 2020 | Q3 2023 | 13 |
Cedar Brook Financial Partners, LLC | 13 | 13 | 0.08% | 0.25% | 0.47% | Q2 2020 | Q2 2023 | 13 |
SYM FINANCIAL Corp | 10 | 1 | 0.00% | 0.07% | 0.12% | Q4 2019 | Q3 2023 | 12 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.00% | 0.15% | 0.73% | Q3 2017 | Q3 2023 | 12 |
IMC-Chicago, LLC | 2 | 1 | 0.01% | 0.03% | 0.10% | Q3 2019 | Q3 2023 | 12 |
Cambridge Advisors Inc. | 6 | 6 | 0.17% | 0.25% | 0.33% | Q2 2015 | Q4 2022 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.15% | 0.58% | 2.99% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.15% | 0.44% | 1.09% | Q4 2018 | Q3 2021 | 12 |
Bedell Frazier Investment Counselling, LLC | 7 | 5 | 0.22% | 0.93% | 1.98% | Q3 2019 | Q3 2023 | 12 |
Strategic Blueprint, LLC | 10 | 1 | 0.01% | 0.15% | 0.40% | Q3 2019 | Q3 2023 | 12 |
Spectrum Management Group, LLC | 11 | 1 | 0.01% | 0.13% | 0.32% | Q3 2019 | Q3 2022 | 12 |
Strategic Wealth Partners, Ltd. | 6 | 1 | 0.00% | 0.39% | 2.45% | Q4 2017 | Q1 2023 | 12 |
Tilden Park Management I LLC | 3 | 3 | 0.01% | 12.62% | 47.71% | Q2 2018 | Q4 2019 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 4.16% | 7.07% | 10.58% | Q4 2020 | Q3 2023 | 12 |
Bridgewater Associates | 12 | 12 | 0.84% | 2.37% | 5.54% | Q2 2017 | Q1 2020 | 12 |
Accuvest Global Advisors | 4 | 1 | 0.62% | 1.77% | 2.86% | Q2 2013 | Q4 2017 | 12 |
OKABENA INVESTMENT SERVICES INC | 12 | 12 | 0.26% | 0.86% | 2.71% | Q4 2019 | Q3 2022 | 12 |
Olympiad Research LP | 12 | 12 | 0.11% | 2.67% | 6.43% | Q4 2019 | Q3 2022 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.71% | 0.91% | 1.32% | Q4 2020 | Q3 2023 | 12 |
Silicon Hills Wealth Management, LLC | 12 | 12 | 0.22% | 3.03% | 8.48% | Q4 2019 | Q3 2022 | 12 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 5 | 1 | 0.00% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 12 |
Hanlon Investment Management, Inc. | 5 | 1 | 0.19% | 1.96% | 4.35% | Q1 2019 | Q3 2023 | 12 |
Windham Capital Management, LLC | 8 | 4 | 0.06% | 0.48% | 3.03% | Q2 2020 | Q3 2023 | 12 |
Anchor Investment Management, LLC | 9 | 3 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q4 2023 | 12 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.06% | 0.17% | Q2 2014 | Q3 2022 | 12 |
Horst & Graben Wealth Management LLC | 8 | 4 | 0.08% | 1.49% | 4.49% | Q3 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.08% | 0.86% | 1.57% | Q4 2020 | Q3 2023 | 12 |
Goelzer Investment Management, Inc. | 12 | 12 | 0.17% | 0.62% | 0.94% | Q4 2020 | Q3 2023 | 12 |
SpiderRock Advisors, LLC | 11 | 11 | 0.00% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 12 |
COMERICA SECURITIES INC | 12 | 12 | 0.05% | 0.13% | 0.25% | Q1 2016 | Q4 2018 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.06% | 0.10% | 0.15% | Q4 2020 | Q3 2023 | 12 |
OmniStar Financial Group, Inc. | 6 | 2 | 0.19% | 0.41% | 0.87% | Q2 2019 | Q4 2022 | 12 |
Atlas Private Wealth Advisors | 6 | 6 | 0.01% | 0.47% | 0.94% | Q2 2020 | Q3 2023 | 12 |
Leelyn Smith, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Clark Capital Management Group, Inc. | 2 | 1 | 0.04% | 0.19% | 0.30% | Q3 2013 | Q2 2022 | 12 |
Balentine LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 12 |
IBERIABANK CORP | 12 | 12 | 1.01% | 3.18% | 4.30% | Q3 2017 | Q2 2020 | 12 |
W.G. Shaheen & Associates DBA Whitney & Co | 12 | 12 | 0.03% | 0.53% | 2.33% | Q2 2020 | Q1 2023 | 12 |
Johnson Financial Group, Inc. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Element Wealth, LLC | 12 | 12 | 0.00% | 0.06% | 0.27% | Q4 2019 | Q3 2022 | 12 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.02% | 0.28% | 0.79% | Q2 2016 | Q2 2019 | 12 |
J.W. COLE ADVISORS, INC. | 5 | 1 | 0.02% | 0.14% | 0.77% | Q4 2019 | Q3 2023 | 12 |
Lee Financial Co | 12 | 12 | 0.00% | 1.15% | 2.06% | Q4 2019 | Q3 2022 | 12 |
SFMG, LLC | 7 | 5 | 0.04% | 0.28% | 0.83% | Q2 2013 | Q1 2017 | 12 |
D. SCOTT NEAL, INC. | 6 | 2 | 0.02% | 1.09% | 9.39% | Q4 2013 | Q4 2021 | 12 |
Burleson & Company, LLC | 12 | 12 | 0.02% | 0.33% | 1.00% | Q1 2020 | Q4 2022 | 12 |
Klaas Financial Asset Advisors, LLC | 12 | 12 | 1.44% | 2.92% | 4.22% | Q4 2020 | Q3 2023 | 12 |
VALLEY NATIONAL ADVISERS INC | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 12 |
BANQUE PICTET & CIE SA | 8 | 1 | 0.00% | 0.30% | 0.71% | Q4 2013 | Q4 2022 | 12 |
Shepherd Financial Partners LLC | 10 | 2 | 0.05% | 1.89% | 3.82% | Q2 2020 | Q3 2023 | 12 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 0.17% | 0.78% | Q4 2017 | Q3 2020 | 12 |
One Wealth Advisors, LLC | 12 | 12 | 0.09% | 0.37% | 1.45% | Q4 2020 | Q3 2023 | 12 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.07% | 0.14% | Q1 2015 | Q3 2021 | 12 |
Risk Paradigm Group, LLC | 10 | 1 | 0.01% | 1.04% | 4.90% | Q3 2015 | Q4 2018 | 12 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.01% | 0.42% | 1.23% | Q3 2013 | Q2 2018 | 12 |
Trexquant Investment LP | 7 | 1 | 0.01% | 0.06% | 0.26% | Q2 2020 | Q3 2023 | 12 |
West Branch Capital LLC | 10 | 2 | 0.02% | 0.05% | 0.14% | Q2 2020 | Q3 2023 | 12 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.40% | 2.13% | Q4 2017 | Q2 2022 | 12 |
FIRST HAWAIIAN BANK | 5 | 1 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q2 2023 | 12 |
SteelPeak Wealth, LLC | 7 | 5 | 0.02% | 0.23% | 0.71% | Q4 2019 | Q3 2023 | 12 |
McAdam, LLC | 3 | 2 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 11 |
Lehman Financial Resources, Inc. | 11 | 11 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q3 2015 | 11 |
QUANTRES ASSET MANAGEMENT Ltd | 4 | 1 | 0.12% | 0.50% | 0.97% | Q2 2014 | Q4 2018 | 11 |
PFG Advisors | 4 | 1 | 0.02% | 0.10% | 0.23% | Q2 2018 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Bank Julius Baer & Co. Ltd, Zurich | 10 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 11 |
Cardinal Strategic Wealth Guidance | 11 | 11 | 0.57% | 0.85% | 1.23% | Q1 2021 | Q3 2023 | 11 |
TOWNSQUARE CAPITAL LLC | 6 | 2 | 0.01% | 0.58% | 1.04% | Q3 2020 | Q3 2023 | 11 |
PineBridge Investments, L.P. | 11 | 11 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q2 2023 | 11 |
Ironsides Asset Advisors, LLC | 11 | 11 | 0.06% | 0.08% | 0.12% | Q2 2014 | Q4 2016 | 11 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 7 | 4 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2020 | 11 |
GOFEN & GLOSSBERG LLC /IL/ | 6 | 5 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 11 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 6 | 6 | 0.03% | 0.26% | 0.73% | Q2 2022 | Q3 2023 | 11 |
Gilman Hill Asset Management, LLC | 7 | 1 | 0.05% | 0.20% | 0.44% | Q4 2014 | Q3 2023 | 11 |
MA Private Wealth | 11 | 11 | 0.19% | 0.27% | 0.34% | Q4 2018 | Q2 2021 | 11 |
Cadence Wealth Management LLC | 11 | 11 | 0.63% | 19.11% | 35.85% | Q1 2021 | Q3 2023 | 11 |
VANTAGEPOINT INVESTMENT ADVISERS LLC | 6 | 5 | 5.37% | 33.89% | 100.00% | Q4 2019 | Q3 2023 | 11 |
Alpha Cubed Investments, LLC | 4 | 1 | 0.04% | 0.23% | 0.80% | Q1 2015 | Q3 2022 | 11 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 1.93% | 8.95% | Q4 2017 | Q3 2023 | 11 |
Jordan Park Group LLC | 6 | 5 | 7.97% | 10.53% | 13.67% | Q1 2019 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 9 | 2 | 0.00% | 0.29% | 2.34% | Q4 2020 | Q3 2023 | 11 |
BLACKROCK ADVISORS LLC | 9 | 9 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q4 2016 | 11 |
TimeScale Financial, Inc. | 9 | 2 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 11 |
Westover Capital Advisors, LLC | 11 | 11 | 0.49% | 2.33% | 4.12% | Q2 2015 | Q4 2017 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.70% | 3.82% | 9.21% | Q1 2021 | Q3 2023 | 11 |
Destination Wealth Management | 6 | 2 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q2 2021 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 11 |
Semmax Financial Advisors Inc. | 10 | 1 | 0.00% | 0.17% | 0.63% | Q3 2019 | Q3 2023 | 11 |
New Harbor Financial Group, LLC | 7 | 2 | 6.59% | 12.66% | 20.57% | Q1 2021 | Q3 2023 | 11 |
VSR Financial Services, Inc. | 7 | 2 | 0.03% | 0.26% | 0.76% | Q2 2013 | Q2 2016 | 11 |
Fulcrum Equity Management | 4 | 2 | 0.12% | 0.63% | 1.63% | Q2 2019 | Q4 2022 | 11 |
PDT Partners, LLC | 4 | 1 | 0.04% | 0.14% | 0.40% | Q3 2013 | Q1 2018 | 11 |
BBVA USA Bancshares, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2021 | 11 |
ROVIN CAPITAL /UT/ /ADV | 5 | 3 | 0.32% | 2.14% | 5.97% | Q1 2020 | Q3 2023 | 11 |
CABANA LLC | 9 | 1 | 0.02% | 5.34% | 15.71% | Q4 2017 | Q2 2021 | 11 |
Knowledge Leaders Capital, LLC | 7 | 1 | 0.15% | 6.90% | 44.02% | Q2 2016 | Q1 2023 | 11 |
SII INVESTMENTS INC/WI | 8 | 1 | 0.02% | 0.41% | 1.46% | Q4 2013 | Q4 2017 | 11 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 6 | 1 | 0.00% | 0.09% | 0.68% | Q3 2018 | Q2 2022 | 11 |
NOMURA ASSET MANAGEMENT CO LTD | 5 | 1 | 0.00% | 0.02% | 0.08% | Q3 2016 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.04% | 0.10% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Goodwin Investment Advisory | 11 | 11 | 0.00% | 0.56% | 1.91% | Q4 2020 | Q2 2023 | 11 |
VICTORY CAPITAL MANAGEMENT INC | 6 | 1 | 0.00% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 11 |
Orbitronix, LP | 5 | 2 | 0.73% | 4.81% | 11.90% | Q3 2013 | Q4 2016 | 11 |
Cypress Capital Management LLC (WY) | 8 | 3 | 0.01% | 4.89% | 8.66% | Q1 2019 | Q3 2023 | 11 |
Bogart Wealth, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 11 |
SYMONS CAPITAL MANAGEMENT INC | 10 | 1 | 0.33% | 1.25% | 2.13% | Q3 2018 | Q3 2021 | 11 |
Measured Wealth Private Client Group, LLC | 5 | 1 | 0.52% | 1.17% | 2.19% | Q3 2017 | Q3 2023 | 11 |
RWA WEALTH PARTNERS, LLC | 6 | 2 | 0.00% | 0.14% | 0.57% | Q1 2018 | Q4 2021 | 11 |
Banque Cantonale Vaudoise | 11 | 11 | 0.00% | 0.04% | 0.15% | Q1 2021 | Q3 2023 | 11 |
FineMark National Bank & Trust | 6 | 1 | 0.00% | 0.21% | 0.32% | Q2 2014 | Q3 2019 | 10 |
Insight Wealth Strategies, LLC | 4 | 1 | 0.04% | 1.05% | 3.11% | Q4 2018 | Q3 2023 | 10 |
Private Wealth Advisors, LLC | 6 | 2 | 0.01% | 1.30% | 2.61% | Q4 2020 | Q3 2023 | 10 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 10 |
Virtus Investment Advisers, Inc. | 3 | 1 | 0.02% | 0.37% | 1.07% | Q2 2013 | Q3 2017 | 10 |
Stadion Money Management, LLC | 10 | 10 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2015 | 10 |
Rede Wealth, LLC | 8 | 2 | 0.16% | 0.29% | 0.54% | Q4 2020 | Q2 2023 | 10 |
Trilogy Capital Inc. | 4 | 1 | 0.02% | 0.32% | 0.61% | Q4 2017 | Q3 2022 | 10 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
PHILADELPHIA TRUST CO | 5 | 2 | 0.02% | 0.08% | 0.35% | Q2 2016 | Q3 2022 | 10 |
KCS Wealth Advisory | 9 | 1 | 0.01% | 0.28% | 0.42% | Q3 2019 | Q2 2022 | 10 |
TPB WEALTH ADVISORS | 10 | 10 | 6.02% | 10.61% | 16.04% | Q4 2020 | Q1 2023 | 10 |
MONARCH CAPITAL MANAGEMENT INC/ | 10 | 10 | 0.05% | 0.10% | 0.19% | Q4 2019 | Q1 2022 | 10 |
Fisher Asset Management, LLC | 8 | 1 | 0.00% | 0.05% | 0.39% | Q2 2015 | Q3 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 3.26% | 3.86% | 5.40% | Q2 2010 | Q3 2023 | 10 |
B. Riley Wealth Management, Inc. | 5 | 1 | 0.00% | 0.48% | 1.01% | Q1 2014 | Q2 2022 | 10 |
Wealth Alliance | 5 | 1 | 0.05% | 0.15% | 0.47% | Q3 2020 | Q3 2023 | 10 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 6 | 4 | 0.01% | 0.41% | 1.15% | Q2 2015 | Q3 2021 | 10 |
Plante Moran Financial Advisors, LLC | 7 | 1 | 0.00% | 0.02% | 0.10% | Q3 2016 | Q3 2023 | 10 |
Polaris Wealth Advisory Group, LLC | 3 | 1 | 0.00% | 1.51% | 3.58% | Q2 2017 | Q4 2022 | 10 |
Vectors Research Management, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2021 | 10 |
Covalent Partners LLC | 8 | 1 | 0.01% | 0.34% | 1.43% | Q1 2015 | Q4 2018 | 10 |
Southeast Asset Advisors Inc. | 10 | 10 | 0.05% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
55I, LLC | 10 | 10 | 0.10% | 0.28% | 0.49% | Q4 2019 | Q1 2022 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.02% | 0.06% | 0.24% | Q4 2020 | Q3 2023 | 10 |
Lido Advisors, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Brookfield Asset Management | 5 | 1 | 0.01% | 0.07% | 0.22% | Q3 2016 | Q2 2023 | 10 |
Stonebridge Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.04% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Peak Capital Management LLC | 10 | 10 | 3.94% | 6.62% | 9.75% | Q2 2017 | Q3 2019 | 10 |
Bramshill Investments, LLC | 7 | 1 | 0.01% | 4.84% | 25.82% | Q2 2017 | Q3 2023 | 10 |
FIRST AMERICAN TRUST, FSB | 6 | 1 | 0.04% | 0.51% | 2.86% | Q3 2016 | Q3 2022 | 10 |
Golden State Wealth Management, LLC | 7 | 1 | 0.02% | 0.10% | 0.17% | Q2 2019 | Q1 2022 | 10 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 1 | 0.12% | 0.42% | 0.60% | Q3 2020 | Q3 2023 | 10 |
Bay Harbor Wealth Management, LLC | 9 | 1 | 0.12% | 0.35% | 1.43% | Q3 2019 | Q3 2023 | 10 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 10 |
Cavalier Investments, LLC | 4 | 1 | 0.38% | 1.54% | 4.37% | Q4 2015 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.05% | 0.14% | Q4 2020 | Q1 2023 | 10 |
Global Financial Private Capital, Inc | 6 | 2 | 0.10% | 0.41% | 0.63% | Q1 2017 | Q1 2020 | 10 |
TOMPKINS FINANCIAL CORP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2023 | 10 |
WESPAC Advisors, LLC | 4 | 1 | 0.25% | 1.65% | 4.59% | Q1 2016 | Q1 2023 | 10 |
BENJAMIN EDWARDS INC | 5 | 1 | 0.00% | 0.79% | 2.49% | Q2 2019 | Q1 2023 | 10 |
Main Street Financial Solutions, LLC | 5 | 5 | 0.04% | 0.09% | 0.18% | Q1 2021 | Q3 2023 | 10 |
Warberg Asset Management LLC | 2 | 1 | 0.02% | 0.52% | 1.44% | Q4 2020 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
INGALLS & SNYDER LLC | 10 | 10 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2018 | 10 |
Stratos Wealth Advisors, LLC | 9 | 1 | 0.06% | 0.36% | 1.18% | Q1 2020 | Q3 2023 | 10 |
Ally Financial Inc. | 6 | 1 | 0.54% | 6.22% | 12.04% | Q2 2015 | Q3 2023 | 10 |
JUMP TRADING, LLC | 4 | 4 | 0.11% | 0.69% | 2.58% | Q2 2019 | Q1 2020 | 10 |
Fullerton Fund Management Co Ltd. | 4 | 3 | 0.04% | 1.69% | 3.44% | Q3 2017 | Q3 2023 | 10 |
BOENNING & SCATTERGOOD, INC. | 4 | 1 | 0.04% | 0.11% | 0.29% | Q2 2018 | Q4 2022 | 10 |
EPG Wealth Management LLC | 3 | 1 | 0.00% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 9 |
CONNING INC. | 7 | 2 | 0.14% | 0.52% | 0.70% | Q2 2018 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.03% | 0.14% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Bartlett & Co. LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2023 | 9 |
Live Oak Private Wealth LLC | 9 | 9 | 0.07% | 0.09% | 0.11% | Q1 2021 | Q1 2023 | 9 |
Jump Financial, LLC | 5 | 1 | 0.03% | 1.24% | 4.22% | Q3 2020 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2015 | 9 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.99% | 5.92% | 24.13% | Q4 2015 | Q2 2022 | 9 |
Dakota Wealth Management | 5 | 2 | 0.02% | 0.09% | 0.31% | Q3 2019 | Q3 2023 | 9 |
Hunting Hill Global Capital, LLC | 6 | 6 | 0.17% | 0.54% | 1.13% | Q2 2022 | Q3 2023 | 9 |
First Command Advisory Services, Inc. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 9 |
Windsor Creek Advisors, LLC | 7 | 2 | 0.12% | 1.74% | 3.77% | Q3 2019 | Q4 2021 | 9 |
Mizuho Trust & Banking Co., Ltd. | 5 | 1 | 1.14% | 8.75% | 18.07% | Q4 2016 | Q4 2019 | 9 |
Visionary Asset Management, Inc. | 5 | 1 | 0.08% | 0.81% | 1.93% | Q3 2013 | Q3 2016 | 9 |
HOWE & RUSLING INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2023 | 9 |
Pension Partners, LLC | 3 | 1 | 52.99% | 55.45% | 58.56% | Q1 2014 | Q1 2018 | 9 |
Stokes Family Office, LLC | 9 | 9 | 0.08% | 0.17% | 0.37% | Q3 2021 | Q3 2023 | 9 |
WestEnd Advisors, LLC | 6 | 3 | 1.01% | 2.12% | 3.46% | Q2 2019 | Q3 2023 | 9 |
Portfolio Strategies Inc | 5 | 2 | 0.76% | 5.32% | 8.82% | Q4 2013 | Q4 2017 | 9 |
Asset Planning Services, Ltd. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2019 | 9 |
InterOcean Capital Group, LLC | 7 | 1 | 0.00% | 0.04% | 0.19% | Q4 2020 | Q4 2022 | 9 |
CERTUITY, LLC | 9 | 9 | 0.06% | 0.15% | 0.27% | Q4 2019 | Q4 2021 | 9 |
Choate Investment Advisors | 5 | 4 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 9 |
Capital Advisors, Ltd. LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2019 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
State of Tennessee, Treasury Department | 4 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 9 |
Antara Capital LP | 6 | 6 | 0.81% | 4.03% | 16.55% | Q2 2021 | Q3 2022 | 9 |
Omnia Family Wealth, LLC | 9 | 9 | 4.56% | 10.38% | 16.69% | Q4 2018 | Q4 2020 | 9 |
Twele Capital Management, Inc. | 9 | 9 | 0.08% | 0.21% | 0.28% | Q4 2013 | Q4 2015 | 9 |
Blackhawk Capital Partners LLC. | 4 | 1 | 0.17% | 1.13% | 2.43% | Q4 2018 | Q1 2023 | 9 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 1 | 0.07% | 0.57% | 0.95% | Q1 2013 | Q3 2023 | 9 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 5 | 1 | 0.02% | 0.16% | 0.36% | Q2 2018 | Q3 2023 | 9 |
Nan Shan Life Insurance Co., Ltd. | 9 | 9 | 9.05% | 9.82% | 10.94% | Q3 2021 | Q3 2023 | 9 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.10% | 0.72% | 2.10% | Q2 2019 | Q3 2023 | 9 |
Sugarloaf Wealth Management, LLC | 5 | 1 | 0.00% | 0.06% | 0.19% | Q4 2019 | Q3 2023 | 9 |
Private Ocean, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
CALTON & ASSOCIATES, INC. | 4 | 1 | 0.05% | 0.19% | 0.64% | Q4 2017 | Q2 2022 | 9 |
Vontobel Swiss Wealth Advisors AG | 9 | 9 | 0.49% | 1.28% | 2.52% | Q2 2019 | Q2 2021 | 9 |
Quantitative Investment Management, LLC | 2 | 1 | 0.16% | 2.02% | 4.05% | Q1 2014 | Q2 2018 | 9 |
Laurel Wealth Advisors LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2023 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.05% | 0.44% | 0.91% | Q2 2021 | Q3 2023 | 9 |
TNF LLC | 9 | 9 | 0.17% | 0.40% | 2.00% | Q3 2021 | Q3 2023 | 9 |
Laurel Wealth Advisors, Inc. | 4 | 1 | 0.02% | 0.09% | 0.30% | Q1 2016 | Q2 2022 | 9 |
NAVELLIER & ASSOCIATES INC | 4 | 1 | 0.02% | 1.08% | 2.63% | Q1 2015 | Q4 2022 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.01% | 0.64% | 1.54% | Q4 2019 | Q4 2021 | 9 |
Qube Research & Technologies Ltd | 5 | 1 | 0.00% | 0.16% | 0.84% | Q4 2019 | Q3 2023 | 9 |
Syntal Capital Partners, LLC | 5 | 1 | 0.17% | 3.01% | 10.62% | Q4 2015 | Q3 2023 | 9 |
JT Stratford LLC | 7 | 2 | 0.07% | 0.19% | 0.75% | Q3 2019 | Q3 2023 | 9 |
Sepio Capital, LP | 3 | 2 | 0.04% | 0.36% | 0.80% | Q4 2019 | Q3 2022 | 9 |
FIRST NEW YORK SECURITIES LLC /NY | 4 | 1 | 0.00% | 0.08% | 0.39% | Q2 2013 | Q2 2016 | 9 |
FRONTIER INVESTMENT MGMT CO | 5 | 1 | 0.01% | 1.47% | 5.88% | Q1 2016 | Q4 2019 | 9 |
PINNACLE ASSOCIATES LTD | 8 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2019 | 9 |
Lenox Wealth Advisors, LLC | 7 | 2 | 0.00% | 0.53% | 4.65% | Q4 2015 | Q1 2022 | 9 |
Global X Management CO LLC | 8 | 1 | 0.02% | 0.10% | 0.22% | Q4 2014 | Q3 2017 | 9 |
COMERICA SECURITIES,INC. | 8 | 1 | 0.06% | 0.17% | 0.49% | Q1 2019 | Q3 2023 | 9 |
Premise Capital, LLC | 7 | 2 | 0.00% | 3.19% | 10.72% | Q2 2017 | Q2 2020 | 9 |
TrinityPoint Wealth, LLC | 6 | 3 | 0.20% | 0.44% | 0.67% | Q2 2019 | Q3 2023 | 9 |
Opera Trading Capital | 6 | 1 | 0.01% | 0.35% | 1.83% | Q4 2015 | Q3 2018 | 9 |
Wealthspire Advisors, L.P. | 8 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q1 2019 | 9 |
Anson Funds Management LP | 5 | 1 | 0.35% | 1.46% | 4.08% | Q1 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.11% | 0.22% | 0.49% | Q4 2019 | Q3 2023 | 9 |
COWEN AND COMPANY, LLC | 2 | 1 | 0.00% | 0.12% | 0.77% | Q1 2020 | Q3 2023 | 9 |
AMJ Financial Wealth Management | 5 | 4 | 0.22% | 1.81% | 7.40% | Q4 2019 | Q1 2023 | 9 |
Ground Swell Capital, LLC | 6 | 2 | 2.22% | 20.92% | 61.41% | Q1 2021 | Q3 2023 | 9 |
CIBC Asset Management Inc | 6 | 3 | 0.00% | 0.66% | 2.16% | Q2 2016 | Q2 2023 | 9 |
Consolidated Planning Corp | 3 | 1 | 0.01% | 5.23% | 17.68% | Q3 2020 | Q3 2023 | 9 |
Williams Financial, LLC | 6 | 3 | 1.16% | 2.04% | 4.68% | Q4 2020 | Q3 2023 | 9 |
CUTLER INVESTMENT COUNSEL LLC | 9 | 9 | 1.01% | 2.00% | 2.62% | Q4 2014 | Q4 2016 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Hayden Royal, LLC | 8 | 1 | 0.14% | 1.42% | 2.51% | Q4 2018 | Q1 2021 | 9 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.11% | 0.33% | Q3 2013 | Q1 2018 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.14% | 0.47% | 1.34% | Q3 2021 | Q3 2023 | 9 |
Ciovacco Capital Management LLC | 6 | 3 | 0.21% | 3.29% | 9.68% | Q4 2020 | Q2 2023 | 9 |
ALTFEST L J & CO INC | 4 | 1 | 0.05% | 0.45% | 1.81% | Q1 2020 | Q3 2023 | 8 |
Venture Visionary Partners LLC | 5 | 1 | 0.01% | 0.07% | 0.11% | Q4 2019 | Q2 2022 | 8 |
INVESTMENT CENTERS OF AMERICA INC | 7 | 1 | 0.03% | 0.12% | 0.38% | Q1 2015 | Q3 2017 | 8 |
Wealthfront Advisers LLC | 5 | 3 | 0.00% | 0.01% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.13% | 0.25% | 0.59% | Q4 2021 | Q3 2023 | 8 |
WBH ADVISORY INC | 5 | 3 | 0.06% | 0.13% | 0.32% | Q3 2021 | Q3 2023 | 8 |
Larson Financial Group LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2020 | Q3 2023 | 8 |
Pensionmark Financial Group, LLC | 4 | 1 | 0.06% | 0.40% | 1.64% | Q1 2020 | Q3 2023 | 8 |
SSI INVESTMENT MANAGEMENT LLC | 5 | 3 | 0.17% | 0.25% | 0.43% | Q3 2015 | Q2 2019 | 8 |
Mayflower Financial Advisors, LLC | 8 | 8 | 0.03% | 0.07% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Tradition Wealth Management, LLC | 4 | 1 | 0.00% | 0.08% | 0.39% | Q4 2020 | Q3 2023 | 8 |
Montecito Bank & Trust | 8 | 8 | 0.25% | 0.45% | 0.59% | Q3 2014 | Q2 2016 | 8 |
INVESTMENT HOUSE LLC | 2 | 1 | 0.03% | 0.09% | 0.15% | Q4 2016 | Q3 2023 | 8 |
Independence Bank of Kentucky | 8 | 8 | 0.06% | 0.10% | 0.12% | Q3 2020 | Q2 2022 | 8 |
Capital Investment Advisors, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2023 | 8 |
HAYS ADVISORY LLC | 5 | 3 | 4.07% | 7.09% | 11.73% | Q1 2014 | Q3 2016 | 8 |
TCM Advisors, LLC | 8 | 8 | 1.91% | 7.55% | 11.59% | Q4 2021 | Q3 2023 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Northeast Financial Consultants Inc | 7 | 1 | 0.01% | 0.04% | 0.15% | Q3 2016 | Q4 2021 | 8 |
Numeric Investors LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2017 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Pacific Wealth Management | 8 | 8 | 0.36% | 4.35% | 7.65% | Q4 2021 | Q3 2023 | 8 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 3 | 0.00% | 1.57% | 5.11% | Q4 2020 | Q2 2023 | 8 |
LOOMIS SAYLES & CO L P | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 8 |
Innova Wealth Partners | 6 | 1 | 0.01% | 1.27% | 3.77% | Q4 2020 | Q4 2022 | 8 |
Gould Capital, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
SPC Financial, Inc. | 4 | 1 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q2 2023 | 8 |
WOLFF WIESE MAGANA LLC | 8 | 8 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q3 2022 | 8 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.05% | 0.14% | Q2 2021 | Q2 2023 | 8 |
Financial Management Professionals, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2023 | 8 |
IFC Holdings Incorporated/FL | 4 | 1 | 0.02% | 0.58% | 1.77% | Q4 2013 | Q4 2017 | 8 |
Scarborough Advisors, LLC | 8 | 8 | 1.26% | 4.47% | 6.51% | Q4 2021 | Q3 2023 | 8 |
WealthOne, LLC | 4 | 1 | 0.08% | 0.24% | 0.40% | Q4 2018 | Q3 2021 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GREENUP STREET WEALTH MANAGEMENT LLC | 8 | 8 | 1.19% | 2.05% | 3.58% | Q4 2021 | Q3 2023 | 8 |
PICTET ASSET MANAGEMENT SA | 8 | 8 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q2 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Cedar Wealth Management, LLC | 8 | 8 | 0.08% | 0.43% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Integrated Advisors Network LLC | 6 | 2 | 0.02% | 0.10% | 0.25% | Q3 2021 | Q3 2023 | 8 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.07% | 0.24% | 0.68% | Q3 2016 | Q1 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.03% | 0.21% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Secrest Blakey & Associates, LLC | 8 | 8 | 0.88% | 1.00% | 1.12% | Q4 2017 | Q3 2019 | 8 |
SBB Research Group LLC | 8 | 8 | 0.62% | 4.74% | 10.60% | Q4 2021 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.03% | 0.09% | 0.19% | Q1 2019 | Q4 2020 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.00% | 0.06% | 0.13% | Q4 2021 | Q3 2023 | 8 |
SVB WEALTH LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 8 |
Maltin Wealth Management, Inc. | 8 | 8 | 0.13% | 0.16% | 0.23% | Q4 2019 | Q3 2021 | 8 |
Jane Street Holding, LLC | 3 | 3 | 0.05% | 0.54% | 2.42% | Q2 2013 | Q4 2013 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q1 2015 | 8 |
Braun-Bostich & Associates Inc. | 7 | 1 | 0.00% | 0.14% | 0.34% | Q4 2017 | Q3 2020 | 8 |
Sumitomo Mitsui Trust Holdings, Inc. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Fiera Capital Corp | 6 | 1 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q1 2022 | 8 |
Latitude Advisors, LLC | 5 | 3 | 1.04% | 2.63% | 4.61% | Q3 2021 | Q3 2023 | 8 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.30% | 2.01% | 4.37% | Q3 2014 | Q3 2016 | 8 |
Crow Point Partners, LLC | 6 | 2 | 0.05% | 0.87% | 5.40% | Q3 2017 | Q4 2019 | 8 |
Atlas Financial Advisors, Inc. | 8 | 8 | 7.86% | 11.73% | 19.58% | Q4 2021 | Q3 2023 | 8 |
Townsend & Associates, Inc | 4 | 4 | 0.01% | 1.12% | 3.37% | Q4 2017 | Q3 2023 | 8 |
Successful Portfolios LLC | 8 | 8 | 0.12% | 0.24% | 0.45% | Q4 2019 | Q3 2021 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.63% | 3.18% | 4.69% | Q4 2014 | Q3 2016 | 8 |
TSFG, LLC | 8 | 8 | 0.00% | 0.03% | 0.14% | Q1 2019 | Q4 2020 | 8 |
TrueWealth Advisors, LLC | 6 | 2 | 0.14% | 0.75% | 1.71% | Q4 2020 | Q3 2023 | 8 |
tru Independence LLC | 4 | 1 | 0.00% | 0.32% | 1.34% | Q4 2019 | Q1 2022 | 8 |
Realta Investment Advisors | 4 | 2 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 8 |
Advisory Alpha, LLC | 3 | 2 | 0.01% | 0.09% | 0.19% | Q1 2017 | Q3 2023 | 8 |
Lombard Odier & Cie (Canada), Limited Partnership | 6 | 2 | 0.22% | 1.26% | 2.04% | Q2 2014 | Q3 2016 | 8 |
Northeast Financial Group, Inc. | 8 | 8 | 2.53% | 3.92% | 5.56% | Q4 2021 | Q3 2023 | 8 |
AllGen Financial Advisors, Inc. | 5 | 1 | 0.18% | 1.98% | 4.67% | Q4 2020 | Q2 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.12% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Golden State Equity Partners | 5 | 3 | 0.80% | 1.35% | 2.17% | Q4 2020 | Q3 2023 | 8 |
WEBSTER BANK, N. A. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.28% | 0.34% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Main Management LLC | 6 | 2 | 0.30% | 1.37% | 4.01% | Q1 2016 | Q3 2023 | 8 |
Gemmer Asset Management LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2021 | 8 |
Frontier Asset Management, LLC | 8 | 8 | 0.50% | 1.66% | 3.77% | Q4 2021 | Q3 2023 | 8 |
Mint Tower Capital Management B.V. | 2 | 2 | 0.00% | 0.51% | 0.95% | Q4 2017 | Q2 2019 | 8 |
Financial Engines Advisors L.L.C. | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
BEAM WEALTH ADVISORS, INC. | 7 | 1 | 0.18% | 1.00% | 1.88% | Q4 2019 | Q3 2023 | 8 |
PERSONAL CFO SOLUTIONS, LLC | 4 | 4 | 0.07% | 0.33% | 0.47% | Q2 2021 | Q2 2023 | 8 |
Ameritas Investment Partners, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 8 |
Canal Capital Management, LLC | 5 | 1 | 0.06% | 0.39% | 1.47% | Q1 2020 | Q4 2022 | 8 |
TUCKER ASSET MANAGEMENT LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 8 |
WESTPORT RESOURCES MANAGEMENT INC | 7 | 7 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q4 2014 | 8 |
HHM Wealth Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Cornerstone Wealth Group, LLC | 3 | 1 | 0.25% | 1.24% | 2.00% | Q1 2020 | Q2 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.17% | 0.46% | 1.09% | Q4 2021 | Q3 2023 | 8 |
SINECERA CAPITAL, LLC | 8 | 8 | 8.85% | 15.73% | 21.79% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.09% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 2.88% | 3.21% | 4.26% | Q4 2021 | Q3 2023 | 8 |
NINE MASTS CAPITAL Ltd | 4 | 4 | 0.00% | 0.06% | 0.20% | Q1 2018 | Q4 2018 | 8 |
PAYDEN & RYGEL | 5 | 1 | 0.01% | 5.33% | 13.16% | Q2 2016 | Q2 2021 | 8 |
Barber Financial Group, Inc. | 5 | 1 | 0.04% | 1.17% | 2.95% | Q1 2019 | Q4 2021 | 8 |
Foster Victor Wealth Advisors, LLC | 8 | 8 | 0.14% | 1.03% | 2.28% | Q4 2019 | Q3 2021 | 8 |
SlateStone Wealth, LLC | 6 | 1 | 0.08% | 0.90% | 2.48% | Q1 2020 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 4 | 1 | 0.03% | 0.25% | 0.75% | Q2 2019 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.15% | 0.23% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Roger Wittlin Investment Advisory, LLC | 4 | 3 | 0.60% | 1.43% | 2.61% | Q4 2021 | Q3 2023 | 7 |
Ironwood Financial, llc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Dentgroup LLC | 7 | 7 | 0.25% | 0.35% | 0.51% | Q2 2022 | Q4 2023 | 7 |
Karpus Management, Inc. | 7 | 7 | 0.15% | 0.33% | 0.48% | Q1 2021 | Q3 2022 | 7 |
Virtus ETF Advisers LLC | 5 | 1 | 0.08% | 1.57% | 3.95% | Q3 2016 | Q3 2018 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.16% | 0.24% | 0.36% | Q2 2018 | Q4 2019 | 7 |
EVOKE WEALTH, LLC | 4 | 3 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 7 |
WEST PACES ADVISORS INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
RETIREMENT INCOME SOLUTIONS, INC | 4 | 3 | 0.14% | 0.29% | 0.38% | Q2 2020 | Q3 2023 | 7 |
Vantage Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Merit Financial Group, LLC | 6 | 1 | 0.01% | 0.06% | 0.13% | Q4 2018 | Q3 2023 | 7 |
Grant/GrossMendelsohn, LLC | 7 | 7 | 0.60% | 1.58% | 3.12% | Q1 2022 | Q3 2023 | 7 |
MAK CAPITAL ONE LLC | 7 | 7 | 2.97% | 4.42% | 5.16% | Q2 2021 | Q4 2022 | 7 |
Nationwide Asset Management LLC | 7 | 7 | 0.35% | 1.43% | 2.54% | Q1 2022 | Q3 2023 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Fermata Advisors, LLC | 7 | 7 | 0.23% | 1.30% | 3.40% | Q1 2022 | Q3 2023 | 7 |
JOURNEY STRATEGIC WEALTH LLC | 6 | 1 | 0.08% | 0.71% | 1.62% | Q4 2021 | Q3 2023 | 7 |
Wealth Quarterback LLC | 4 | 1 | 0.24% | 1.88% | 3.63% | Q4 2019 | Q4 2022 | 7 |
SECURIAN ASSET MANAGEMENT, INC | 3 | 1 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q4 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.22% | 0.66% | Q2 2013 | Q4 2014 | 7 |
Maven Securities LTD | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q3 2022 | 7 |
Dougherty Wealth Advisers LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 7 |
Miracle Mile Advisors, LLC | 6 | 1 | 0.01% | 1.43% | 9.89% | Q1 2015 | Q3 2023 | 7 |
SG3 Management, LLC | 4 | 1 | 0.01% | 0.21% | 1.12% | Q1 2020 | Q4 2022 | 7 |
Blue Chip Partners, LLC | 7 | 7 | 0.22% | 1.51% | 2.98% | Q4 2021 | Q2 2023 | 7 |
Selective Wealth Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 7 |
Baker Avenue Asset Management, LP | 5 | 1 | 0.01% | 0.10% | 0.28% | Q3 2013 | Q1 2023 | 7 |
Optiver Holding B.V. | 3 | 2 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 7 |
Ridgewood Investments LLC | 4 | 1 | 0.03% | 0.15% | 0.26% | Q3 2019 | Q2 2023 | 7 |
Pinnacle Summer Investments, Inc. | 7 | 7 | 0.00% | 0.62% | 1.13% | Q2 2014 | Q4 2015 | 7 |
TWO SIGMA ADVISERS, LP | 6 | 6 | 0.00% | 0.09% | 0.52% | Q2 2013 | Q3 2014 | 7 |
DFPG INVESTMENTS, LLC | 5 | 2 | 0.23% | 1.53% | 4.77% | Q4 2018 | Q3 2023 | 7 |
Oakworth Capital, Inc. | 6 | 1 | 0.00% | 0.04% | 0.06% | Q2 2017 | Q2 2020 | 7 |
D'Orazio & Associates, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2021 | 7 |
Occidental Asset Management, LLC | 3 | 2 | 0.07% | 0.16% | 0.33% | Q2 2021 | Q3 2023 | 7 |
Evermore Global Advisors, LLC | 3 | 2 | 0.96% | 3.95% | 10.02% | Q4 2016 | Q2 2019 | 7 |
RELIANCE TRUST CO OF DELAWARE | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 6 | 1 | 0.18% | 0.33% | 0.68% | Q4 2020 | Q2 2023 | 7 |
Strategic Equity Management | 5 | 2 | 0.57% | 1.63% | 4.04% | Q4 2020 | Q4 2022 | 7 |
PROFFITT & GOODSON INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 7 |
Nishkama Capital, LLC | 3 | 1 | 3.20% | 9.68% | 15.18% | Q1 2019 | Q4 2021 | 7 |
ProVise Management Group, LLC | 4 | 1 | 0.04% | 0.13% | 0.22% | Q3 2020 | Q3 2023 | 7 |
Delta Investment Management, LLC | 5 | 1 | 0.07% | 1.38% | 3.96% | Q3 2019 | Q2 2023 | 7 |
Private Portfolio Partners LLC | 3 | 2 | 0.08% | 0.15% | 0.22% | Q3 2019 | Q3 2023 | 7 |
Washington Trust Advisors, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.27% | 1.61% | Q4 2014 | Q3 2019 | 7 |
W ADVISORS, LLC | 7 | 7 | 0.19% | 0.30% | 0.64% | Q1 2022 | Q3 2023 | 7 |
Talkot Capital, LLC | 6 | 6 | 4.94% | 12.59% | 20.42% | Q2 2015 | Q3 2016 | 7 |
OXFORD ASSET MANAGEMENT LLP | 4 | 3 | 0.25% | 0.44% | 0.57% | Q4 2017 | Q3 2019 | 7 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.19% | 0.59% | Q2 2013 | Q3 2017 | 7 |
FNY Partners Fund LP | 6 | 6 | 0.00% | 0.06% | 0.25% | Q4 2016 | Q1 2018 | 7 |
Capital Wealth Planning, LLC | 3 | 1 | 0.02% | 0.11% | 0.55% | Q1 2014 | Q4 2022 | 7 |
Sharkey, Howes & Javer | 6 | 1 | 0.43% | 0.77% | 1.43% | Q3 2019 | Q3 2023 | 7 |
Congress Wealth Management LLC / DE / | 7 | 7 | 0.01% | 0.71% | 1.35% | Q4 2021 | Q2 2023 | 7 |
INNEALTA CAPITAL, LLC | 7 | 7 | 0.51% | 1.96% | 5.05% | Q2 2020 | Q4 2021 | 7 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 5 | 1 | 0.17% | 0.36% | 0.76% | Q2 2016 | Q2 2021 | 7 |
III Capital Management | 3 | 3 | 0.05% | 1.78% | 5.53% | Q2 2019 | Q4 2019 | 7 |
Argentus Capital Management, LLC | 5 | 2 | 0.06% | 0.24% | 0.42% | Q3 2014 | Q3 2016 | 7 |
Empire Life Investments Inc. | 4 | 1 | 0.00% | 0.09% | 0.58% | Q1 2019 | Q3 2023 | 7 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 7 |
Outlook Wealth Advisors, LLC | 7 | 7 | 0.13% | 0.33% | 0.53% | Q1 2020 | Q3 2021 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.76% | 2.30% | 5.41% | Q1 2022 | Q3 2023 | 7 |
Goodman Advisory Group, LLC | 6 | 1 | 0.11% | 5.32% | 14.17% | Q4 2021 | Q3 2023 | 7 |
Berkeley Capital Partners, LLC | 6 | 1 | 0.19% | 1.45% | 1.94% | Q2 2018 | Q3 2023 | 7 |
REGENTATLANTIC CAPITAL LLC | 7 | 7 | 0.01% | 0.07% | 0.26% | Q1 2021 | Q3 2022 | 7 |
Truvestments Capital LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 7 |
Yellowstone Partners, LLC | 6 | 1 | 0.14% | 0.25% | 0.50% | Q2 2015 | Q3 2017 | 7 |
Burns Matteson Capital Management, LLC | 4 | 3 | 2.93% | 4.20% | 6.07% | Q2 2021 | Q2 2023 | 7 |
Carmichael Hill & Associates, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
TCWP LLC | 7 | 7 | 0.07% | 0.30% | 0.87% | Q4 2021 | Q2 2023 | 7 |
Camarda Financial Advisors, LLC | 3 | 1 | 0.04% | 1.29% | 4.33% | Q3 2014 | Q2 2023 | 7 |
Monument Capital Management | 4 | 3 | 0.10% | 0.54% | 1.90% | Q2 2021 | Q1 2023 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Narus Financial Partners, LLC | 4 | 3 | 0.44% | 0.81% | 0.97% | Q4 2016 | Q3 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.92% | 6.43% | Q1 2022 | Q3 2023 | 7 |
CURIAN CAPITAL LLC | 7 | 7 | 0.33% | 1.15% | 1.92% | Q2 2014 | Q4 2015 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.04% | 0.07% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Silverleafe Capital Partners, LLC | 5 | 1 | 0.00% | 0.91% | 2.22% | Q1 2019 | Q3 2023 | 7 |
Cable Hill Partners, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2019 | 7 |
Fortitude Advisory Group L.L.C. | 5 | 2 | 0.06% | 0.42% | 0.91% | Q4 2021 | Q3 2023 | 7 |
D.B. Root & Company, LLC | 3 | 1 | 0.10% | 0.23% | 0.34% | Q3 2018 | Q3 2023 | 7 |
Cribstone Capital Management, LLC | 7 | 7 | 0.02% | 1.56% | 5.38% | Q2 2016 | Q4 2017 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.03% | 0.14% | 0.27% | Q1 2022 | Q3 2023 | 7 |
4J Wealth Management LLC | 7 | 7 | 0.25% | 0.41% | 0.98% | Q4 2020 | Q2 2022 | 7 |
Providence Capital Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2022 | 7 |
Walker Asset Management, LLC | 6 | 1 | 0.16% | 0.20% | 0.22% | Q1 2022 | Q4 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q4 2022 | 7 |
HIGHLAND CAPITAL MANAGEMENT LP | 5 | 1 | 0.07% | 0.79% | 1.71% | Q1 2016 | Q3 2017 | 7 |
Prime Capital Investment Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 7 |
ShoreHaven Wealth Partners, LLC | 7 | 7 | 1.60% | 3.54% | 4.96% | Q1 2022 | Q3 2023 | 7 |
JFS WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 7 |
LONESTAR CAPITAL MANAGEMENT LLC | 3 | 1 | 4.04% | 14.57% | 25.71% | Q2 2018 | Q3 2023 | 7 |
UNIVERSITY OF CHICAGO | 4 | 1 | 0.33% | 5.86% | 14.79% | Q4 2012 | Q1 2018 | 7 |
ROBERTS GLORE & CO INC /IL/ | 2 | 1 | 0.16% | 0.22% | 0.28% | Q4 2014 | Q4 2021 | 7 |
Crew Capital Management, Ltd. | 7 | 7 | 1.28% | 1.39% | 1.47% | Q1 2021 | Q3 2022 | 7 |
Ancora Advisors LLC | 6 | 1 | 0.00% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 7 |
Forty4 Asset Management LLC | 2 | 2 | 0.01% | 1.73% | 9.43% | Q3 2013 | Q4 2013 | 6 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q4 2021 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.00% | 0.04% | 0.10% | Q4 2019 | Q1 2021 | 6 |
Straight Path Wealth Management | 6 | 6 | 0.21% | 0.32% | 0.38% | Q2 2022 | Q3 2023 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Fieldpoint Private Securities, LLC | 6 | 6 | 0.03% | 0.16% | 0.25% | Q1 2021 | Q2 2022 | 6 |
PATTON ALBERTSON MILLER GROUP, LLC | 3 | 3 | 0.14% | 0.31% | 0.56% | Q2 2016 | Q3 2018 | 6 |
RS CRUM INC. | 6 | 6 | 3.63% | 6.25% | 10.90% | Q2 2022 | Q3 2023 | 6 |
HOLLENCREST CAPITAL MANAGEMENT | 6 | 6 | 0.16% | 0.19% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Braver Wealth Management, LLC | 3 | 1 | 0.54% | 1.30% | 3.35% | Q1 2014 | Q3 2016 | 6 |
Slow Capital, Inc. | 5 | 1 | 0.02% | 0.39% | 0.78% | Q1 2018 | Q1 2020 | 6 |
Clarus Wealth Advisors | 3 | 1 | 0.00% | 0.77% | 1.58% | Q2 2018 | Q2 2023 | 6 |
CMT TRADING LLC | 4 | 1 | 0.27% | 1.08% | 3.19% | Q4 2014 | Q3 2018 | 6 |
Banco Santander, S.A. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
SHELTON WEALTH MANAGEMENT, LLC | 6 | 6 | 2.01% | 4.62% | 7.07% | Q2 2022 | Q3 2023 | 6 |
Veracity Capital LLC | 3 | 1 | 0.07% | 0.56% | 1.57% | Q1 2020 | Q3 2023 | 6 |
Connectus Wealth, LLC | 5 | 1 | 0.11% | 0.26% | 0.57% | Q1 2022 | Q3 2023 | 6 |
ARROW FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SNS Financial Group, LLC | 3 | 1 | 0.68% | 1.23% | 1.80% | Q1 2014 | Q1 2016 | 6 |
One Charles Private Wealth Services, LLC | 6 | 6 | 0.61% | 1.04% | 1.29% | Q2 2022 | Q3 2023 | 6 |
AVAII WEALTH MANAGEMENT, LLC | 6 | 6 | 0.42% | 0.94% | 1.41% | Q2 2022 | Q3 2023 | 6 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 6 | 6 | 6.77% | 7.14% | 7.59% | Q2 2013 | Q3 2014 | 6 |
PRING TURNER CAPITAL GROUP INC | 6 | 6 | 1.95% | 2.97% | 3.78% | Q4 2013 | Q1 2015 | 6 |
Quinn Opportunity Partners LLC | 5 | 1 | 0.07% | 1.65% | 3.59% | Q3 2020 | Q1 2022 | 6 |
Titan Capital Management, LLC /TX | 4 | 2 | 1.00% | 1.15% | 1.46% | Q2 2019 | Q4 2020 | 6 |
Brevan Howard Capital Management LP | 4 | 4 | 0.23% | 2.68% | 11.14% | Q4 2022 | Q3 2023 | 6 |
Freestone Capital Holdings, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 6 |
TAP Consulting, LLC | 6 | 6 | 0.39% | 1.93% | 3.94% | Q2 2022 | Q3 2023 | 6 |
Hanson & Doremus Investment Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Allegis Investment Advisors, LLC | 4 | 2 | 0.39% | 1.05% | 2.36% | Q4 2015 | Q4 2017 | 6 |
Bruderman Asset Management, LLC | 5 | 1 | 0.09% | 0.35% | 0.59% | Q1 2020 | Q3 2021 | 6 |
Aviance Capital Partners, LLC | 5 | 1 | 0.06% | 0.20% | 0.48% | Q1 2019 | Q3 2020 | 6 |
ACG Wealth | 2 | 2 | 0.00% | 0.07% | 0.16% | Q1 2016 | Q3 2022 | 6 |
Forefront Analytics, LLC | 4 | 2 | 0.00% | 0.24% | 0.43% | Q3 2019 | Q3 2023 | 6 |
PAX Financial Group, LLC | 5 | 1 | 0.44% | 0.68% | 1.10% | Q4 2019 | Q3 2023 | 6 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
SMITH SHELLNUT WILSON LLC /ADV | 6 | 6 | 0.01% | 0.12% | 0.36% | Q1 2020 | Q2 2021 | 6 |
SevenOneSeven Capital Management | 6 | 6 | 0.02% | 0.29% | 1.64% | Q1 2021 | Q2 2022 | 6 |
CIBC WORLD MARKETS CORP | 3 | 1 | 0.01% | 0.55% | 1.70% | Q3 2019 | Q3 2023 | 6 |
WADE G W & INC | 4 | 2 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 6 |
Blue Sky Asset Management, LLC | 3 | 1 | 0.08% | 2.30% | 5.61% | Q2 2017 | Q1 2019 | 6 |
National Wealth Management Group, LLC | 6 | 6 | 0.31% | 0.50% | 0.67% | Q4 2021 | Q1 2023 | 6 |
Berger Financial Group, Inc | 6 | 6 | 1.09% | 1.34% | 1.65% | Q2 2022 | Q3 2023 | 6 |
Passport Capital, LLC | 3 | 1 | 0.04% | 2.19% | 5.52% | Q4 2014 | Q1 2017 | 6 |
WealthPlan Investment Management, LLC | 3 | 1 | 0.13% | 0.22% | 0.33% | Q1 2022 | Q4 2023 | 6 |
DUDLEY CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.57% | 1.11% | Q1 2023 | Q3 2023 | 6 |
Tradewinds Capital Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 6 |
Manifold Partners, LLC | 3 | 1 | 0.07% | 6.85% | 14.27% | Q2 2013 | Q1 2017 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.09% | 3.93% | 22.23% | Q2 2015 | Q3 2016 | 6 |
Glassman Wealth Services | 3 | 1 | 0.00% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 6 |
Muzinich & Co., Inc. | 5 | 1 | 0.02% | 1.84% | 4.68% | Q4 2018 | Q1 2021 | 6 |
Tortoise Investment Management, LLC | 5 | 1 | 0.00% | 0.03% | 0.11% | Q2 2014 | Q3 2023 | 6 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.12% | 0.35% | 0.65% | Q1 2019 | Q4 2020 | 6 |
TD Ameritrade Trust Co | 3 | 1 | 0.00% | 0.92% | 1.57% | Q1 2014 | Q1 2019 | 6 |
CRA Financial Services, LLC | 6 | 6 | 0.10% | 0.34% | 0.73% | Q4 2020 | Q1 2022 | 6 |
Camelot Portfolios, LLC | 6 | 6 | 1.12% | 1.28% | 1.46% | Q2 2022 | Q3 2023 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.11% | 0.28% | 0.46% | Q2 2015 | Q3 2016 | 6 |
GUARDIAN CAPITAL ADVISORS LP | 2 | 1 | 0.03% | 0.06% | 0.14% | Q4 2013 | Q3 2022 | 6 |
SigFig Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.12% | Q3 2020 | Q3 2023 | 6 |
DOW CHEMICAL CO /DE/ | 6 | 6 | 1.33% | 8.05% | 14.58% | Q2 2021 | Q3 2022 | 6 |
CAPE COD FIVE CENTS SAVINGS BANK | 6 | 6 | 0.04% | 0.13% | 0.18% | Q4 2014 | Q1 2016 | 6 |
Delphia (USA) Inc. | 6 | 6 | 0.16% | 3.10% | 17.03% | Q2 2022 | Q3 2023 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Strategic Investment Advisors / MI | 3 | 3 | 3.94% | 5.74% | 6.23% | Q2 2021 | Q1 2023 | 6 |
MY Wealth Management Inc. | 3 | 3 | 3.86% | 6.74% | 9.60% | Q1 2022 | Q3 2023 | 6 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.04% | 0.08% | 0.14% | Q3 2020 | Q4 2022 | 6 |
PARA ADVISORS LLC | 3 | 1 | 4.15% | 10.34% | 15.82% | Q2 2013 | Q3 2016 | 6 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 3.98% | 22.39% | Q1 2021 | Q1 2023 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q3 2016 | 6 |
Sowa Financial Group, Inc. | 6 | 6 | 0.01% | 2.10% | 4.44% | Q4 2019 | Q1 2021 | 6 |
Safeguard Investment Advisory Group, LLC | 5 | 1 | 0.15% | 0.17% | 0.18% | Q4 2020 | Q2 2022 | 6 |
Biltmore Family Office, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
HB Wealth Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 6 |
Gordian Capital Singapore Pte Ltd | 6 | 6 | 0.00% | 0.37% | 2.18% | Q2 2022 | Q3 2023 | 6 |
Paragon Wealth Strategies, LLC | 5 | 1 | 3.06% | 7.19% | 18.77% | Q1 2020 | Q4 2023 | 6 |
Starfox Financial Services, LLC | 6 | 6 | 0.20% | 3.90% | 8.05% | Q1 2022 | Q2 2023 | 6 |
Accretive Wealth Partners, LLC | 6 | 6 | 0.20% | 0.62% | 1.54% | Q2 2022 | Q3 2023 | 6 |
LITTLE HOUSE CAPITAL LLC | 5 | 1 | 0.68% | 0.99% | 1.80% | Q4 2018 | Q4 2020 | 6 |
Midwest Professional Planners, LTD. | 3 | 1 | 0.01% | 0.38% | 0.92% | Q4 2017 | Q4 2021 | 6 |
EQUITEC PROPRIETARY MARKETS, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 6 |
TELEMUS CAPITAL, LLC | 6 | 6 | 0.07% | 0.11% | 0.14% | Q4 2017 | Q1 2019 | 6 |
KANALY TRUST CO | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 6 |
L.M. KOHN & COMPANY | 5 | 1 | 0.15% | 0.29% | 0.70% | Q1 2022 | Q3 2023 | 6 |
Veritable, L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q4 2013 | 6 |
COHEN & STEERS, INC. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 6 |
Phoenix Holdings Ltd. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2021 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Joule Financial, LLC | 6 | 6 | 0.54% | 2.16% | 3.84% | Q2 2022 | Q3 2023 | 6 |
Paragon Advisors, LLC | 2 | 1 | 0.27% | 0.53% | 0.93% | Q4 2019 | Q4 2022 | 6 |
Cerity Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 6 |
Rampart Investment Management Company, LLC | 5 | 1 | 0.00% | 1.11% | 2.26% | Q3 2018 | Q1 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.05% | 0.15% | Q2 2022 | Q3 2023 | 6 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 5 | 1 | 0.12% | 0.14% | 0.16% | Q1 2017 | Q3 2018 | 6 |
Caerus Investment Advisors, LLC | 6 | 6 | 0.50% | 0.57% | 0.63% | Q4 2021 | Q1 2023 | 6 |
Meridian Wealth Management, LLC | 5 | 1 | 0.02% | 0.11% | 0.19% | Q1 2022 | Q3 2023 | 6 |
Legacy Wealth Partners, Inc. | 4 | 1 | 0.82% | 2.83% | 6.86% | Q4 2019 | Q2 2021 | 5 |
Granite Point Capital Management, L.P. | 2 | 1 | 0.84% | 4.80% | 10.22% | Q3 2018 | Q3 2021 | 5 |
Parkside Financial Bank & Trust | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 5 |
INHERENT GROUP, LP | 5 | 5 | 0.94% | 1.60% | 2.65% | Q1 2021 | Q1 2022 | 5 |
Hutchens & Kramer Investment Management Group, LLC | 5 | 5 | 0.39% | 1.90% | 3.28% | Q4 2021 | Q4 2022 | 5 |
Royal Fund Management, LLC | 3 | 1 | 0.00% | 0.35% | 0.99% | Q2 2019 | Q4 2021 | 5 |
EP Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.70% | 3.04% | Q1 2022 | Q3 2023 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.02% | 0.06% | 0.20% | Q2 2020 | Q2 2021 | 5 |
ArchPoint Investors | 4 | 1 | 0.06% | 0.49% | 2.21% | Q1 2017 | Q4 2019 | 5 |
Stearns Financial Services Group | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 5 |
Schoolcraft Capital LLC | 5 | 5 | 1.03% | 1.30% | 1.60% | Q1 2019 | Q1 2020 | 5 |
Diversified Trust Co | 5 | 5 | 0.03% | 0.37% | 1.20% | Q3 2016 | Q3 2017 | 5 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 4 | 1 | 0.31% | 3.91% | 8.45% | Q1 2021 | Q2 2023 | 5 |
Watermark Asset Management, Inc. | 4 | 1 | 0.00% | 0.09% | 0.16% | Q1 2017 | Q2 2018 | 5 |
Wall Capital Group, Inc. | 3 | 1 | 0.06% | 0.08% | 0.09% | Q2 2017 | Q4 2021 | 5 |
Herold Advisors, Inc. | 3 | 1 | 0.01% | 0.07% | 0.12% | Q3 2021 | Q3 2023 | 5 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 2 | 0.26% | 7.06% | 16.71% | Q3 2013 | Q4 2016 | 5 |
Baymount Management LP | 4 | 1 | 0.15% | 9.66% | 25.28% | Q3 2021 | Q2 2023 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 5 |
FAS Wealth Partners, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2023 | 5 |
JET CAPITAL INVESTORS L P | 4 | 1 | 10.67% | 14.01% | 18.90% | Q1 2021 | Q4 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.14% | 0.18% | 0.23% | Q4 2016 | Q4 2017 | 5 |
KENFARB & CO. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Danda Trouve Investment Management, Inc. | 3 | 2 | 0.20% | 3.52% | 6.08% | Q2 2020 | Q2 2022 | 5 |
Intellectus Partners, LLC | 4 | 1 | 0.02% | 0.03% | 0.07% | Q3 2017 | Q4 2020 | 5 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 5 | 5 | 2.90% | 7.25% | 9.92% | Q3 2022 | Q3 2023 | 5 |
West Family Investments, Inc. | 2 | 1 | 2.66% | 2.90% | 3.50% | Q3 2021 | Q3 2023 | 5 |
Private Advisory Group LLC | 2 | 1 | 0.13% | 0.42% | 0.87% | Q3 2019 | Q2 2023 | 5 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 4 | 1 | 3.05% | 3.99% | 5.92% | Q4 2021 | Q1 2023 | 5 |
ASHFORD CAPITAL MANAGEMENT INC | 5 | 5 | 0.43% | 0.84% | 1.36% | Q3 2022 | Q3 2023 | 5 |
Garden State Investment Advisory Services LLC | 3 | 3 | 0.00% | 0.13% | 0.38% | Q1 2023 | Q3 2023 | 5 |
DOLIVER ADVISORS, LP | 2 | 1 | 0.00% | 0.13% | 0.24% | Q3 2019 | Q2 2022 | 5 |
Covestor Ltd | 3 | 1 | 0.00% | 0.12% | 0.31% | Q4 2021 | Q3 2023 | 5 |
Moab Capital Partners | 3 | 2 | 0.08% | 0.23% | 0.32% | Q1 2015 | Q3 2016 | 5 |
Keebeck Wealth Management, LLC | 5 | 5 | 0.08% | 0.14% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.04% | 2.87% | 4.98% | Q1 2015 | Q1 2016 | 5 |
Bayesian Capital Management, LP | 3 | 2 | 0.07% | 0.24% | 0.72% | Q2 2017 | Q4 2019 | 5 |
Worth Asset Management, LLC | 3 | 2 | 0.03% | 0.12% | 0.28% | Q1 2022 | Q2 2023 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q1 2021 | 5 |
Physician Wealth Advisors, Inc. | 5 | 5 | 0.17% | 0.23% | 0.30% | Q3 2019 | Q3 2020 | 5 |
Calamos Advisors LLC | 2 | 1 | 0.07% | 0.25% | 0.39% | Q2 2021 | Q3 2023 | 5 |
Industrial Alliance Investment Management Inc. | 5 | 5 | 0.00% | 0.52% | 0.75% | Q1 2022 | Q1 2023 | 5 |
Indie Asset Partners, LLC | 5 | 5 | 0.87% | 1.68% | 2.96% | Q3 2022 | Q3 2023 | 5 |
MCIA Inc | 5 | 5 | 0.37% | 1.55% | 2.47% | Q4 2019 | Q4 2020 | 5 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2015 | 5 |
ENTERPRISE FINANCIAL SERVICES CORP | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q2 2021 | 5 |
Professional Financial Advisors, LLC | 4 | 1 | 0.04% | 0.99% | 4.44% | Q4 2019 | Q3 2022 | 5 |
Eschler Asset Management LLP | 4 | 1 | 0.80% | 1.41% | 2.35% | Q2 2022 | Q3 2023 | 5 |
Barrington Strategic Wealth Management Group LLC | 5 | 5 | 0.98% | 1.07% | 1.18% | Q3 2016 | Q3 2017 | 5 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 5 |
Copperleaf Capital, LLC | 4 | 1 | 0.76% | 1.52% | 2.28% | Q4 2019 | Q3 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.02% | 0.11% | 0.27% | Q4 2020 | Q3 2023 | 5 |
WRAPMANAGER INC | 3 | 2 | 0.08% | 0.19% | 0.46% | Q1 2016 | Q1 2019 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.02% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Eldridge Investment Advisors, Inc. | 3 | 1 | 0.12% | 0.45% | 0.67% | Q3 2019 | Q3 2022 | 5 |
Edge Wealth Management LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 5 |
LVW Advisors, LLC | 5 | 5 | 0.39% | 0.49% | 0.79% | Q3 2019 | Q3 2020 | 5 |
Psagot Value Holdings Ltd. | 3 | 2 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q2 2018 | 5 |
Financial & Tax Architects, LLC | 5 | 5 | 0.09% | 0.26% | 0.36% | Q1 2021 | Q1 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 5 |
WEST CHESTER CAPITAL ADVISORS, INC | 4 | 1 | 3.04% | 5.88% | 7.68% | Q3 2015 | Q4 2018 | 5 |
Black Maple Capital Management LP | 3 | 1 | 0.42% | 3.11% | 9.88% | Q1 2021 | Q3 2023 | 5 |
Apeiron RIA LLC | 3 | 2 | 0.10% | 0.29% | 0.77% | Q4 2021 | Q3 2023 | 5 |
Ahrens Investment Partners LLC | 5 | 5 | 0.01% | 1.42% | 2.60% | Q1 2022 | Q1 2023 | 5 |
Ascendant Capital Management, LLC | 2 | 1 | 0.76% | 3.38% | 7.27% | Q3 2021 | Q1 2023 | 5 |
RPg Family Wealth Advisory, LLC | 4 | 1 | 0.01% | 0.03% | 0.07% | Q3 2016 | Q1 2018 | 5 |
Meridian Financial Partners LLC | 4 | 1 | 0.24% | 1.24% | 3.13% | Q3 2020 | Q2 2023 | 5 |
RB Capital Management, LLC | 5 | 5 | 0.13% | 0.19% | 0.25% | Q3 2019 | Q3 2020 | 5 |
Axiom Investment Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Context Capital Management, LLC | 5 | 5 | 0.27% | 0.41% | 0.62% | Q4 2018 | Q4 2019 | 5 |
Gerber Kawasaki Wealth & Investment Management | 4 | 1 | 0.00% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 5 |
American Institute for Advanced Investment Management, LLP | 5 | 5 | 1.21% | 2.56% | 3.44% | Q4 2019 | Q4 2020 | 5 |
Fusion Investment Group, LLC | 5 | 5 | 0.02% | 0.67% | 1.41% | Q2 2014 | Q2 2015 | 5 |
Global Wealth Management Investment Advisory, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Wildcat Capital Management, LLC | 3 | 2 | 0.25% | 1.16% | 1.54% | Q2 2016 | Q3 2019 | 5 |
Alpha Square Group S LLC | 4 | 1 | 1.01% | 4.06% | 6.25% | Q2 2022 | Q3 2023 | 5 |
MONECO Advisors, LLC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Truadvice, LLC | 4 | 1 | 0.22% | 0.63% | 1.32% | Q2 2021 | Q3 2023 | 5 |
Visionary Wealth Advisors | 3 | 2 | 0.04% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 5 |
BerganKDV Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 5 |
Wealthstar Advisors, LLC | 5 | 5 | 0.14% | 0.16% | 0.21% | Q1 2019 | Q1 2020 | 5 |
GRATIA CAPITAL, LLC | 3 | 2 | 1.74% | 10.66% | 15.34% | Q2 2018 | Q3 2019 | 5 |
Rain Capital Management, LLC | 5 | 5 | 0.02% | 2.29% | 3.06% | Q3 2022 | Q3 2023 | 5 |
SMITH, MOORE & CO. | 5 | 5 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q2 2023 | 5 |
Colonial Trust Advisors | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
AlphaCore Capital LLC | 3 | 1 | 0.00% | 0.02% | 0.09% | Q3 2021 | Q3 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.24% | 0.64% | 1.58% | Q4 2021 | Q4 2022 | 5 |
AFFINITY WEALTH MANAGEMENT LLC | 4 | 1 | 4.70% | 10.55% | 31.14% | Q1 2020 | Q3 2023 | 5 |
Center For Asset Management LLC | 3 | 2 | 0.34% | 2.31% | 3.13% | Q2 2021 | Q4 2022 | 5 |
COBALT CAPITAL MANAGEMENT, INC. | 3 | 2 | 0.29% | 1.32% | 2.20% | Q1 2015 | Q1 2019 | 5 |
Longer Investments Inc. | 1 | 1 | 5.96% | 7.14% | 8.49% | Q2 2013 | Q3 2018 | 5 |
SPINNAKER TRUST | 4 | 1 | 0.86% | 2.40% | 2.98% | Q1 2022 | Q3 2023 | 5 |
Allen Capital Group, LLC | 3 | 3 | 0.00% | 0.96% | 4.47% | Q3 2020 | Q1 2021 | 5 |
LifePro Asset Management | 4 | 1 | 1.30% | 1.91% | 2.65% | Q2 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Pinnacle Bancorp, Inc. | 3 | 2 | 0.00% | 0.11% | 0.26% | Q1 2020 | Q3 2023 | 5 |
Electron Capital Partners, LLC | 2 | 1 | 2.08% | 6.16% | 8.28% | Q3 2020 | Q2 2023 | 5 |
DUALITY ADVISERS, LP | 2 | 1 | 0.67% | 1.98% | 3.32% | Q1 2019 | Q3 2020 | 5 |
Atlantic Union Bankshares Corp | 5 | 5 | 0.85% | 1.43% | 2.72% | Q4 2018 | Q4 2019 | 5 |
GEODE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 5 |
Bank Pictet & Cie (Europe) AG | 5 | 5 | 0.41% | 0.43% | 0.46% | Q1 2014 | Q1 2015 | 5 |
CX Institutional | 3 | 1 | 0.00% | 0.71% | 1.72% | Q3 2018 | Q3 2023 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.66% | 0.91% | 1.20% | Q2 2013 | Q2 2014 | 5 |
BBT Capital Management, LLC | 4 | 1 | 0.11% | 0.34% | 0.73% | Q2 2013 | Q3 2014 | 5 |
Freestate Advisors LLC | 2 | 1 | 17.01% | 23.00% | 28.47% | Q1 2019 | Q3 2020 | 5 |
Alhambra Investment Management LLC | 5 | 5 | 0.16% | 0.20% | 0.25% | Q1 2022 | Q1 2023 | 5 |
SONATA CAPITAL GROUP INC | 5 | 5 | 0.10% | 0.14% | 0.19% | Q1 2020 | Q1 2021 | 5 |
My Legacy Advisors, LLC | 5 | 5 | 0.15% | 0.29% | 0.75% | Q3 2022 | Q3 2023 | 5 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 2 | 1 | 0.47% | 1.57% | 2.79% | Q2 2014 | Q3 2017 | 5 |
Schonfeld Strategic Advisors LLC | 4 | 4 | 0.00% | 0.03% | 0.05% | Q4 2022 | Q3 2023 | 5 |
COLRAIN CAPITAL LLC | 5 | 5 | 0.10% | 0.16% | 0.20% | Q1 2016 | Q1 2017 | 5 |
CONDOR CAPITAL MANAGEMENT | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
Segment Wealth Management, LLC | 3 | 1 | 0.03% | 0.29% | 0.52% | Q1 2015 | Q1 2021 | 5 |
FirstPurpose Wealth LLC | 4 | 1 | 0.42% | 0.60% | 0.72% | Q4 2021 | Q2 2023 | 5 |
Summit Global Investments | 4 | 1 | 0.01% | 1.81% | 8.76% | Q1 2021 | Q4 2022 | 5 |
CFS Investment Advisory Services, LLC | 3 | 1 | 0.01% | 0.08% | 0.17% | Q4 2020 | Q2 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q4 2022 | 5 |
EAGLE GLOBAL ADVISORS LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
FEDERATED HERMES, INC. | 2 | 1 | 0.00% | 0.18% | 0.34% | Q4 2017 | Q3 2021 | 5 |
STEADFAST CAPITAL MANAGEMENT LP | 3 | 1 | 0.97% | 2.20% | 3.60% | Q3 2016 | Q2 2019 | 5 |
StoneX Group Inc. | 4 | 1 | 0.08% | 0.17% | 0.29% | Q4 2018 | Q4 2020 | 5 |
Dorsey & Whitney Trust CO LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
New Millennium Group LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Granby Capital Management, LLC | 3 | 1 | 4.50% | 7.34% | 13.74% | Q4 2020 | Q3 2023 | 5 |
True North Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Apollon Wealth Management, LLC | 3 | 2 | 0.01% | 0.14% | 0.30% | Q1 2020 | Q3 2023 | 5 |
COWEN INC. | 1 | 1 | 0.00% | 0.41% | 1.68% | Q1 2013 | Q2 2019 | 5 |
QUALCOMM INC/DE | 5 | 5 | 1.01% | 5.80% | 14.65% | Q4 2014 | Q4 2015 | 5 |
AFAM CAPITAL, INC. | 5 | 5 | 0.02% | 0.23% | 0.43% | Q1 2017 | Q1 2018 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.78% | 0.88% | 0.99% | Q4 2022 | Q4 2023 | 5 |
RATIONAL ADVISORS LLC | 3 | 1 | 0.04% | 0.36% | 0.96% | Q4 2018 | Q4 2020 | 5 |
Continuum Advisory, LLC | 5 | 5 | 0.12% | 0.23% | 0.42% | Q3 2022 | Q3 2023 | 5 |
FIDUCIARY TRUST CO | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 5 |
WNY Asset Management, LLC | 5 | 5 | 0.09% | 4.05% | 6.02% | Q3 2022 | Q3 2023 | 5 |
Itau USA Asset Management Inc. | 3 | 1 | 5.81% | 6.76% | 8.14% | Q4 2014 | Q1 2016 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 5.73% | 6.93% | 7.89% | Q4 2018 | Q4 2019 | 4 |
FIRST HORIZON CORP | 4 | 4 | 1.75% | 2.27% | 2.81% | Q3 2020 | Q2 2021 | 4 |
1919 Investment Counsel, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
NIEMANN CAPITAL MANAGEMENT INC | 3 | 1 | 2.37% | 3.17% | 5.01% | Q3 2014 | Q1 2016 | 4 |
Redwood Investment Management, LLC | 4 | 4 | 0.58% | 0.73% | 0.82% | Q4 2022 | Q3 2023 | 4 |
Andromeda Capital LLC | 2 | 2 | 0.04% | 0.73% | 1.28% | Q1 2014 | Q2 2014 | 4 |
Sound Point Capital Management, LP | 4 | 4 | 9.96% | 17.70% | 25.28% | Q2 2019 | Q1 2020 | 4 |
Snow Park Capital Partners, LP | 2 | 2 | 0.40% | 3.17% | 4.68% | Q1 2018 | Q2 2018 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.15% | 1.07% | 3.59% | Q3 2020 | Q3 2023 | 4 |
Procyon Advisors, LLC | 2 | 2 | 0.06% | 0.13% | 0.33% | Q1 2020 | Q3 2023 | 4 |
MACKAY SHIELDS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
LAKE STREET FINANCIAL LLC | 4 | 4 | 0.28% | 0.39% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.05% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 4 |
Fiduciary Trust Co International of Pennsylvania | 3 | 1 | 0.27% | 0.34% | 0.43% | Q1 2016 | Q1 2020 | 4 |
Blueprint Investment Partners LLC | 2 | 2 | 0.08% | 0.32% | 0.86% | Q4 2021 | Q2 2023 | 4 |
Empirical Finance, LLC | 2 | 2 | 0.42% | 0.64% | 0.95% | Q2 2017 | Q3 2020 | 4 |
Integrated Investment Consultants, LLC | 3 | 1 | 0.03% | 0.06% | 0.14% | Q1 2016 | Q1 2022 | 4 |
MILLER VALUE PARTNERS, LLC | 4 | 4 | 8.44% | 11.43% | 16.29% | Q3 2021 | Q2 2022 | 4 |
FURE FINANCIAL CORP | 3 | 1 | 0.01% | 0.39% | 1.52% | Q3 2020 | Q4 2021 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 1.02% | 1.55% | 1.92% | Q1 2023 | Q4 2023 | 4 |
Kohmann Bosshard Financial Services, LLC | 4 | 4 | 0.06% | 0.13% | 0.17% | Q1 2019 | Q4 2019 | 4 |
InterOcean Capital, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q2 2020 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.49% | 1.01% | 1.50% | Q4 2022 | Q3 2023 | 4 |
HOURGLASS CAPITAL, LLC | 3 | 1 | 0.14% | 1.36% | 2.12% | Q1 2016 | Q1 2020 | 4 |
Advisor Resource Council | 3 | 1 | 0.08% | 0.13% | 0.19% | Q4 2021 | Q1 2023 | 4 |
Foothills Asset Management, Ltd. | 2 | 2 | 2.49% | 3.03% | 4.55% | Q3 2014 | Q1 2016 | 4 |
Central Asset Investments & Management Holdings (HK) Ltd | 3 | 1 | 0.36% | 0.55% | 0.87% | Q4 2019 | Q3 2023 | 4 |
Itau Unibanco Holding S.A. | 2 | 1 | 0.04% | 1.54% | 3.47% | Q2 2016 | Q3 2023 | 4 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 3 | 1 | 0.76% | 3.44% | 4.78% | Q4 2016 | Q4 2022 | 4 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.06% | 0.33% | 0.92% | Q2 2023 | Q3 2023 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 4 | 4 | 0.33% | 3.12% | 6.02% | Q1 2020 | Q4 2020 | 4 |
STATE OF WISCONSIN INVESTMENT BOARD | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2023 | 4 |
Financial Partners Group, Inc | 2 | 2 | 0.08% | 0.51% | 0.95% | Q3 2019 | Q1 2021 | 4 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 2 | 0.30% | 0.79% | 1.22% | Q3 2021 | Q4 2022 | 4 |
RDA Financial Network | 3 | 1 | 0.09% | 0.11% | 0.14% | Q3 2019 | Q3 2023 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2022 | 4 |
BTS Asset Management, Inc. | 1 | 1 | 0.08% | 18.70% | 67.52% | Q3 2013 | Q2 2020 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q2 2017 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2023 | 4 |
Financial Advisory Group | 4 | 4 | 0.24% | 0.42% | 0.61% | Q4 2022 | Q3 2023 | 4 |
Integrity Financial Corp /WA | 4 | 4 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Apollo Management Holdings, L.P. | 2 | 1 | 0.18% | 0.75% | 1.31% | Q1 2019 | Q2 2022 | 4 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 0.19% | 0.44% | 0.91% | Q4 2020 | Q3 2023 | 4 |
Intelligence Driven Advisers, LLC | 4 | 4 | 0.12% | 1.07% | 2.02% | Q4 2020 | Q3 2021 | 4 |
Copperwynd Financial, LLC | 2 | 1 | 0.55% | 0.66% | 0.82% | Q1 2020 | Q4 2021 | 4 |
ALESCO ADVISORS LLC | 4 | 4 | 0.03% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
20/20 Capital Management, Inc. | 4 | 4 | 0.07% | 0.08% | 0.10% | Q3 2020 | Q2 2021 | 4 |
SWMG, LLC | 3 | 1 | 0.15% | 0.25% | 0.40% | Q3 2021 | Q2 2023 | 4 |
Capital Bank & Trust Co | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q2 2021 | 4 |
Forum Financial Management, LP | 4 | 4 | 0.07% | 0.17% | 0.31% | Q4 2021 | Q3 2022 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q3 2018 | 4 |
Apriem Advisors | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2016 | 4 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 2 | 0.10% | 0.24% | 0.42% | Q1 2022 | Q3 2023 | 4 |
Estate Counselors, LLC | 2 | 2 | 0.14% | 1.14% | 2.72% | Q2 2019 | Q4 2021 | 4 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 4 | 4 | 0.78% | 1.39% | 2.11% | Q1 2020 | Q4 2020 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.21% | 0.40% | 0.70% | Q4 2022 | Q3 2023 | 4 |
Sequoia Wealth Management, LLC | 4 | 4 | 0.40% | 0.60% | 1.00% | Q4 2018 | Q3 2019 | 4 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.04% | 0.08% | 0.15% | Q4 2022 | Q3 2023 | 4 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 4 | 4 | 0.18% | 0.31% | 0.66% | Q3 2014 | Q2 2015 | 4 |
Sterling Manor Financial, LLC | 2 | 2 | 0.17% | 0.35% | 0.62% | Q2 2021 | Q1 2023 | 4 |
Beirne Wealth Consulting Services, LLC | 4 | 4 | 0.74% | 1.33% | 1.69% | Q4 2022 | Q3 2023 | 4 |
NORRIS PERNE & FRENCH LLP/MI | 4 | 4 | 0.15% | 0.16% | 0.19% | Q4 2014 | Q3 2015 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Mechanics Bank Trust Department | 4 | 4 | 0.93% | 1.23% | 1.35% | Q4 2022 | Q3 2023 | 4 |
BLB&B Advisors, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q3 2015 | Q2 2016 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
abrdn plc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
EASTERN BANK | 2 | 2 | 0.13% | 0.16% | 0.22% | Q3 2015 | Q1 2017 | 4 |
GUGGENHEIM CAPITAL LLC | 2 | 1 | 0.01% | 1.36% | 3.52% | Q2 2013 | Q3 2017 | 4 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 4 |
ARDSLEY ADVISORY PARTNERS LP | 2 | 1 | 0.17% | 0.89% | 1.21% | Q1 2019 | Q3 2022 | 4 |
Tevis Investment Management | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2022 | 4 |
Castle Rock Wealth Management, LLC | 4 | 4 | 2.29% | 3.50% | 5.15% | Q1 2020 | Q4 2020 | 4 |
KM Capital Management Ltd. | 4 | 4 | 0.54% | 1.68% | 2.30% | Q4 2022 | Q3 2023 | 4 |
Euclid Advisors LLC | 4 | 4 | 0.42% | 0.95% | 1.75% | Q3 2015 | Q2 2016 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.09% | 0.26% | Q4 2022 | Q3 2023 | 4 |
SHEETS SMITH WEALTH MANAGEMENT | 3 | 1 | 0.00% | 0.13% | 0.20% | Q1 2016 | Q3 2023 | 4 |
Stonehearth Capital Management, LLC | 4 | 4 | 0.91% | 1.23% | 1.36% | Q1 2016 | Q4 2016 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2022 | 4 |
Client First Capital LLC | 4 | 4 | 2.28% | 3.44% | 5.88% | Q1 2022 | Q4 2022 | 4 |
Mader & Shannon Wealth Management, Inc. | 3 | 1 | 2.20% | 4.86% | 6.63% | Q4 2018 | Q3 2020 | 4 |
DeepCurrents Investment Group LLC | 4 | 4 | 0.42% | 0.84% | 1.51% | Q4 2022 | Q3 2023 | 4 |
Divergent Wealth Advisors | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Core Alternative Capital | 4 | 4 | 1.50% | 1.78% | 2.10% | Q1 2020 | Q4 2020 | 4 |
FLC Capital Advisors | 4 | 4 | 0.35% | 0.64% | 0.76% | Q2 2020 | Q1 2021 | 4 |
Bedel Financial Consulting, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2020 | 4 |
Sand Hill Global Advisors, LLC | 4 | 4 | 0.08% | 0.55% | 1.74% | Q4 2022 | Q3 2023 | 4 |
EQ LLC | 3 | 1 | 0.78% | 1.66% | 4.11% | Q2 2021 | Q4 2022 | 4 |
MANCHESTER FINANCIAL INC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 4 |
INTREPID CAPITAL MANAGEMENT INC /DE/ | 4 | 4 | 0.99% | 1.23% | 1.52% | Q4 2013 | Q3 2014 | 4 |
Erickson Financial Group, LLC | 4 | 4 | 2.55% | 2.74% | 2.85% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.12% | 0.33% | 0.92% | Q4 2020 | Q3 2021 | 4 |
BROWN BROTHERS HARRIMAN & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 4 |
Lake Hills Wealth Management, LLC | 2 | 2 | 0.65% | 2.44% | 6.06% | Q4 2021 | Q1 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.34% | 0.36% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Assured Investment Management LLC | 2 | 1 | 0.46% | 1.82% | 3.33% | Q1 2014 | Q3 2015 | 4 |
Algebris (UK) Ltd | 2 | 2 | 1.33% | 9.32% | 23.20% | Q4 2020 | Q1 2021 | 4 |
Friedenthal Financial | 2 | 1 | 3.02% | 4.07% | 6.60% | Q4 2018 | Q2 2020 | 4 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 0.31% | 0.73% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Draper Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 4 |
AXA S.A. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2019 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.13% | 0.19% | 0.33% | Q4 2022 | Q3 2023 | 4 |
Baron Financial Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 4 |
Rotella Capital Management, Inc. | 4 | 4 | 1.67% | 3.40% | 5.17% | Q1 2014 | Q4 2014 | 4 |
Ellis Investment Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 4 |
HITE Hedge Asset Management LLC | 2 | 2 | 0.72% | 1.00% | 1.24% | Q2 2020 | Q1 2022 | 4 |
Grey Owl Capital Management, LLC | 4 | 4 | 1.65% | 4.01% | 5.00% | Q4 2013 | Q3 2014 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 1.27% | 4.02% | Q4 2022 | Q3 2023 | 4 |
BANK PICTET & CIE (ASIA) LTD | 4 | 4 | 1.71% | 2.13% | 2.85% | Q2 2014 | Q1 2015 | 4 |
Tatro Capital, LLC | 4 | 4 | 0.55% | 0.77% | 1.24% | Q2 2021 | Q1 2022 | 4 |
Avantax Planning Partners, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2018 | 4 |
Parker Investment Management, LLC | 4 | 4 | 0.54% | 0.80% | 0.98% | Q1 2019 | Q4 2019 | 4 |
Napier Park Global Capital (US) LP | 2 | 1 | 0.07% | 1.26% | 3.55% | Q4 2013 | Q2 2018 | 4 |
Simmons Bank | 4 | 4 | 0.05% | 0.23% | 0.34% | Q1 2020 | Q4 2020 | 4 |
Balboa Wealth Partners | 4 | 4 | 0.09% | 0.13% | 0.17% | Q3 2022 | Q2 2023 | 4 |
Sentinus, LLC | 4 | 4 | 0.19% | 0.41% | 0.78% | Q3 2022 | Q2 2023 | 4 |
Winch Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 1.45% | 1.86% | 2.09% | Q4 2013 | Q3 2014 | 4 |
Lighthouse Financial Advisors, Inc. | 4 | 4 | 0.07% | 0.09% | 0.10% | Q2 2020 | Q1 2021 | 4 |
Cahill Wealth Management, LLC | 4 | 4 | 0.77% | 0.86% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Smithfield Trust Co | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2017 | 4 |
Atom Investors LP | 3 | 1 | 0.02% | 0.97% | 2.07% | Q1 2020 | Q1 2022 | 4 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.11% | 0.26% | 0.50% | Q4 2018 | Q4 2021 | 4 |
Members Advisory Group LLC | 4 | 4 | 9.10% | 9.85% | 10.40% | Q4 2022 | Q3 2023 | 4 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 1 | 0.03% | 0.08% | 0.19% | Q3 2018 | Q3 2019 | 4 |
Royal Harbor Partners, LLC | 4 | 4 | 3.06% | 4.51% | 5.12% | Q4 2022 | Q3 2023 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 0.18% | 0.55% | 0.83% | Q1 2020 | Q4 2020 | 4 |
BOLTON LP | 3 | 3 | 0.10% | 0.16% | 0.28% | Q3 2013 | Q1 2014 | 4 |
St. Johns Investment Management Company, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2022 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.00% | 0.08% | 0.15% | Q3 2019 | Q2 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.24% | 0.35% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Sonora Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 4 |
Stewardship Advisors, LLC | 4 | 4 | 1.45% | 3.19% | 3.85% | Q4 2022 | Q3 2023 | 4 |
CMH Wealth Management LLC | 4 | 4 | 2.26% | 2.58% | 2.74% | Q1 2021 | Q4 2021 | 4 |
WMS Partners, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Bernardo Wealth Planning LLC | 2 | 2 | 0.29% | 0.54% | 0.78% | Q4 2019 | Q1 2021 | 4 |
Elite Wealth Management, Inc. | 4 | 4 | 0.00% | 0.03% | 0.05% | Q3 2012 | Q2 2013 | 4 |
Graticule Asia Macro Advisors LLC | 2 | 1 | 0.19% | 10.20% | 24.33% | Q3 2021 | Q3 2022 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Cooper Financial Group | 2 | 2 | 0.11% | 0.35% | 0.82% | Q2 2020 | Q3 2023 | 4 |
Bridge Advisory, LLC | 2 | 1 | 0.09% | 0.28% | 0.68% | Q4 2020 | Q3 2023 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q3 2019 | Q1 2021 | 4 |
Amitell Capital Pte Ltd | 2 | 1 | 0.41% | 10.28% | 35.73% | Q2 2021 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.42% | 0.55% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Crestone Asset Management LLC | 4 | 4 | 3.70% | 6.02% | 7.21% | Q4 2022 | Q3 2023 | 4 |
Acorn Advisory Capital L.P. | 4 | 4 | 0.28% | 0.54% | 1.11% | Q4 2017 | Q3 2018 | 4 |
Stephens Consulting, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Valeo Financial Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
STRATEGIC WEALTH MANAGEMENT INC | 4 | 4 | 2.29% | 3.33% | 4.55% | Q2 2020 | Q1 2021 | 4 |
Summit Wealth Group, LLC | 2 | 1 | 0.33% | 0.63% | 0.88% | Q4 2020 | Q2 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2020 | 4 |
RMR Wealth Builders | 4 | 4 | 0.00% | 0.06% | 0.14% | Q2 2020 | Q1 2021 | 4 |
PayPay Securities Corp | 4 | 4 | 0.08% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Sullivan, Bruyette, Speros & Blaney, LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Red Tortoise LLC | 4 | 4 | 0.32% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 4 |
J Arnold Wealth Management Co | 2 | 1 | 0.06% | 0.17% | 0.34% | Q3 2020 | Q3 2023 | 4 |
Accredited Investors Inc. | 4 | 4 | 3.14% | 3.29% | 3.45% | Q4 2022 | Q3 2023 | 4 |
Coulter & Justus Financial Services, LLC | 2 | 1 | 0.15% | 0.20% | 0.24% | Q4 2021 | Q2 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.01% | 0.05% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Teamwork Financial Advisors, LLC | 3 | 1 | 0.06% | 0.10% | 0.14% | Q2 2022 | Q2 2023 | 4 |
Delos Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 4 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Miura Global Management | 3 | 3 | 4.52% | 7.58% | 10.44% | Q1 2016 | Q3 2016 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
SPHERA FUNDS MANAGEMENT LTD. | 2 | 1 | 0.35% | 0.60% | 0.82% | Q1 2019 | Q1 2021 | 3 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 3 | 3 | 0.01% | 0.05% | 0.10% | Q2 2015 | Q4 2015 | 3 |
CANTOR FITZGERALD, L. P. | 3 | 3 | 0.25% | 0.42% | 0.77% | Q1 2023 | Q3 2023 | 3 |
Ulysses Management LLC | 1 | 1 | 1.36% | 1.68% | 2.04% | Q2 2016 | Q3 2023 | 3 |
MinichMacGregor Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2016 | 3 |
Donoghue Forlines LLC | 2 | 1 | 2.21% | 3.09% | 3.58% | Q2 2020 | Q1 2021 | 3 |
Summit Financial, LLC | 3 | 3 | 0.02% | 0.39% | 0.61% | Q1 2023 | Q3 2023 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.42% | 0.56% | 0.82% | Q1 2023 | Q3 2023 | 3 |
MBE Wealth Management, LLC | 2 | 1 | 0.01% | 0.14% | 0.22% | Q1 2020 | Q2 2023 | 3 |
Alliance Wealth Advisors, LLC /UT | 3 | 3 | 4.26% | 4.54% | 4.72% | Q4 2022 | Q2 2023 | 3 |
WESTWOOD HOLDINGS GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
TTP Investments, Inc. | 2 | 1 | 0.34% | 7.52% | 13.56% | Q3 2019 | Q1 2023 | 3 |
Penserra Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 3 |
Financial Partners Group, LLC | 3 | 3 | 0.32% | 0.34% | 0.36% | Q4 2022 | Q2 2023 | 3 |
Silvant Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Vermillion Asset Management LLC | 1 | 1 | 3.26% | 9.14% | 12.08% | Q1 2014 | Q1 2014 | 3 |
JANA PARTNERS LLC | 1 | 1 | 0.09% | 1.66% | 4.58% | Q3 2013 | Q3 2018 | 3 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 2 | 1 | 0.22% | 0.58% | 1.24% | Q4 2019 | Q3 2020 | 3 |
Armor Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.94% | 2.79% | Q4 2015 | Q1 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
AllSquare Wealth Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 3 |
Jetstream Capital LLC | 2 | 1 | 20.47% | 43.11% | 74.45% | Q4 2014 | Q4 2020 | 3 |
Monarch Alternative Capital LP | 3 | 3 | 23.76% | 44.91% | 60.02% | Q4 2020 | Q2 2021 | 3 |
Nicholas Hoffman & Company, LLC. | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SEAVIEW INVESTMENT MANAGERS LLC | 3 | 3 | 0.32% | 0.35% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Gruss Capital Management LP | 1 | 1 | 3.44% | 8.56% | 13.08% | Q4 2016 | Q2 2018 | 3 |
Pictet North America Advisors SA | 2 | 1 | 0.05% | 0.97% | 2.79% | Q3 2016 | Q2 2021 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2022 | 3 |
Ikarian Capital, LLC | 1 | 1 | 1.37% | 2.72% | 4.96% | Q1 2020 | Q1 2021 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AdvicePeriod, LLC | 3 | 3 | 0.06% | 0.06% | 0.08% | Q4 2017 | Q2 2018 | 3 |
Penn Capital Management Company, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2019 | 3 |
SABBY MANAGEMENT, LLC | 2 | 1 | 0.30% | 0.71% | 1.05% | Q2 2013 | Q2 2015 | 3 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 1 | 0.00% | 0.05% | 0.12% | Q2 2022 | Q3 2023 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 1.53% | 2.11% | 2.46% | Q1 2023 | Q3 2023 | 3 |
Evanson Asset Management, LLC | 2 | 1 | 0.03% | 0.06% | 0.08% | Q4 2014 | Q3 2023 | 3 |
Second Half Financial Partners, LLC | 2 | 1 | 2.42% | 20.15% | 30.06% | Q3 2022 | Q2 2023 | 3 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 3 | 2.16% | 2.55% | 3.07% | Q1 2020 | Q3 2020 | 3 |
Crystalline Management Inc. | 3 | 3 | 0.14% | 0.24% | 0.31% | Q4 2022 | Q2 2023 | 3 |
Advance Capital Management, Inc. | 2 | 1 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q1 2023 | 3 |
1ST SOURCE BANK | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q2 2020 | 3 |
TFB Advisors LLC | 3 | 3 | 2.67% | 3.88% | 4.52% | Q4 2022 | Q2 2023 | 3 |
CQS Cayman LP | 2 | 1 | 0.10% | 0.12% | 0.16% | Q4 2014 | Q3 2015 | 3 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.00% | 3.18% | 9.49% | Q4 2017 | Q3 2023 | 3 |
Altium Wealth Management LLC | 3 | 3 | 0.56% | 0.63% | 0.66% | Q2 2019 | Q4 2019 | 3 |
Apella Capital, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q4 2021 | 3 |
Simplify Asset Management Inc. | 1 | 1 | 0.51% | 1.55% | 3.64% | Q1 2023 | Q3 2023 | 3 |
Verdence Capital Advisors LLC | 3 | 3 | 0.05% | 0.23% | 0.42% | Q2 2020 | Q4 2020 | 3 |
Harvest Investment Services, LLC | 2 | 1 | 0.12% | 0.52% | 1.19% | Q4 2018 | Q3 2020 | 3 |
Howard Capital Management Inc. | 1 | 1 | 0.18% | 6.79% | 19.89% | Q1 2019 | Q1 2023 | 3 |
Westshore Wealth, LLC | 3 | 3 | 0.86% | 1.23% | 1.58% | Q4 2022 | Q2 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
ACUTE INVESTMENT ADVISORY, LLC | 2 | 1 | 2.45% | 4.26% | 7.01% | Q4 2021 | Q2 2023 | 3 |
Bayberry Capital Partners LP | 3 | 3 | 0.62% | 0.80% | 1.12% | Q1 2023 | Q3 2023 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 2.14% | 3.43% | Q3 2022 | Q3 2023 | 3 |
BROWN ADVISORY INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Blue Investment Partners LLC | 3 | 3 | 2.28% | 2.97% | 3.93% | Q1 2023 | Q3 2023 | 3 |
Disciplined Investments, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2023 | 3 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2022 | 3 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2019 | 3 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.04% | 0.24% | 0.60% | Q4 2019 | Q3 2021 | 3 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 3 | 3 | 0.44% | 0.91% | 1.19% | Q1 2022 | Q3 2022 | 3 |
J2 Capital Management Inc | 2 | 1 | 1.55% | 2.91% | 5.03% | Q1 2022 | Q4 2022 | 3 |
Greenland Capital Management LP | 1 | 1 | 0.03% | 0.12% | 0.22% | Q4 2022 | Q3 2023 | 3 |
NEWLAND CAPITAL MANAGEMENT, LLC | 2 | 1 | 1.76% | 2.08% | 2.36% | Q1 2014 | Q4 2014 | 3 |
Morton Brown Family Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TCF National Bank | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q1 2021 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 3 |
Kerrisdale Advisers, LLC | 3 | 3 | 0.70% | 2.23% | 3.47% | Q1 2023 | Q3 2023 | 3 |
Lowe Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.04% | 0.58% | 0.90% | Q4 2022 | Q3 2023 | 3 |
Refined Wealth Management | 3 | 3 | 6.14% | 6.61% | 7.15% | Q1 2023 | Q3 2023 | 3 |
FIRST FOUNDATION ADVISORS | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2021 | 3 |
Cinctive Capital Management LP | 3 | 3 | 0.05% | 0.32% | 0.66% | Q1 2023 | Q3 2023 | 3 |
Navigation Wealth Management, Inc. | 2 | 1 | 11.71% | 35.58% | 80.82% | Q4 2020 | Q3 2021 | 3 |
KMS FINANCIAL SERVICES, INC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2014 | Q3 2014 | 3 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.89% | 0.96% | 1.06% | Q4 2020 | Q2 2021 | 3 |
Matrix Trust Co | 2 | 1 | 0.03% | 0.53% | 0.86% | Q1 2020 | Q2 2022 | 3 |
BCK CAPITAL MANAGEMENT LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
DUNCKER STREETT & CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Bienville Capital Management, LLC | 1 | 1 | 0.00% | 2.60% | 4.81% | Q2 2019 | Q3 2020 | 3 |
CONSILIO WEALTH ADVISORS, LLC | 3 | 3 | 1.35% | 1.49% | 1.60% | Q1 2023 | Q3 2023 | 3 |
Magnus Financial Group LLC | 3 | 3 | 0.10% | 0.54% | 1.10% | Q1 2023 | Q3 2023 | 3 |
Wade Financial Advisory, Inc | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Pinnacle Family Advisors, LLC | 2 | 1 | 0.12% | 0.84% | 1.68% | Q1 2019 | Q2 2023 | 3 |
J.Safra Asset Management Corp | 3 | 3 | 0.03% | 8.61% | 15.00% | Q2 2016 | Q4 2016 | 3 |
MARATHON ASSET MANAGEMENT LP | 2 | 1 | 0.10% | 0.16% | 0.24% | Q3 2022 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.01% | 0.10% | 0.20% | Q4 2022 | Q3 2023 | 3 |
Affinity Capital Advisors, LLC | 3 | 3 | 0.24% | 0.33% | 0.46% | Q1 2023 | Q3 2023 | 3 |
Seamans Capital Management, LLC | 3 | 3 | 9.89% | 12.95% | 17.09% | Q2 2013 | Q4 2013 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.02% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Kaydan Wealth Management, Inc. | 3 | 3 | 3.85% | 8.90% | 12.46% | Q4 2022 | Q2 2023 | 3 |
Wakefield Asset Management LLLP | 2 | 1 | 0.33% | 0.62% | 0.82% | Q1 2022 | Q4 2022 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 1.21% | 1.58% | 2.26% | Q4 2017 | Q4 2018 | 3 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q1 2023 | 3 |
Bowie Capital Management, LLC | 1 | 1 | 2.26% | 6.25% | 8.63% | Q3 2019 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.03% | 0.07% | 0.14% | Q4 2022 | Q3 2023 | 3 |
Tempus Wealth Planning, LLC | 2 | 1 | 0.18% | 0.28% | 0.44% | Q4 2022 | Q3 2023 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.11% | 0.17% | 0.28% | Q4 2021 | Q1 2023 | 3 |
BRIGHTON JONES LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 3 |
Great Lakes Retirement, Inc. | 3 | 3 | 0.22% | 0.26% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Patient Capital Management, LLC | 3 | 3 | 8.04% | 9.33% | 10.20% | Q4 2021 | Q2 2022 | 3 |
Waverly Advisors, LLC | 1 | 1 | 0.00% | 0.11% | 0.18% | Q3 2014 | Q4 2016 | 3 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
American Trust | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Firestone Capital Management | 3 | 3 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Founders Capital Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 3 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.03% | 0.09% | Q1 2022 | Q3 2023 | 3 |
Capula Management Ltd | 1 | 1 | 0.07% | 0.31% | 0.74% | Q4 2019 | Q3 2022 | 3 |
Berry Street Capital Management LLP | 1 | 1 | 2.02% | 6.11% | 13.03% | Q4 2020 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.10% | 0.18% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Beacon Pointe Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.12% | Q1 2022 | Q3 2023 | 3 |
Alpine Global Management, LLC | 2 | 1 | 0.08% | 6.39% | 18.87% | Q3 2018 | Q2 2023 | 3 |
TILIA FIDUCIARY PARTNERS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
SOUTHPORT MANAGEMENT, L.L.C. | 3 | 3 | 2.65% | 3.00% | 3.53% | Q4 2022 | Q2 2023 | 3 |
ASSET MANAGEMENT CORP /IL/ /ADV | 3 | 3 | 0.16% | 0.23% | 0.28% | Q3 2020 | Q1 2021 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Keystone Financial Group | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q4 2020 | 3 |
LFA - Lugano Financial Advisors SA | 3 | 3 | 0.02% | 0.03% | 0.06% | Q2 2018 | Q4 2018 | 3 |
Requisite Capital Management, LLC | 3 | 3 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q2 2023 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 1.13% | 7.62% | 11.46% | Q1 2020 | Q3 2020 | 3 |
Deuterium Capital Management, LLC | 1 | 1 | 0.32% | 1.07% | 1.78% | Q2 2022 | Q2 2023 | 3 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.13% | 0.35% | Q4 2021 | Q3 2023 | 3 |
CMT Asset Management Ltd | 2 | 1 | 0.01% | 0.07% | 0.16% | Q1 2013 | Q4 2013 | 3 |
Strategic Asset Management, LLC | 3 | 3 | 0.12% | 0.17% | 0.23% | Q1 2022 | Q3 2022 | 3 |
PETRA FINANCIAL ADVISORS INC | 2 | 1 | 0.98% | 1.36% | 1.83% | Q4 2022 | Q3 2023 | 3 |
Ovata Capital Management Ltd | 3 | 3 | 0.05% | 0.34% | 0.71% | Q1 2021 | Q3 2021 | 3 |
ELEMENT POINTE ADVISORS, LLC | 1 | 1 | 0.09% | 0.12% | 0.17% | Q3 2020 | Q4 2021 | 3 |
AlphaStar Capital Management, LLC | 2 | 1 | 0.02% | 0.08% | 0.12% | Q1 2019 | Q2 2022 | 3 |
Detalus Advisors, LLC | 3 | 3 | 0.19% | 0.40% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Headlands Technologies LLC | 3 | 3 | 1.12% | 1.40% | 1.77% | Q4 2022 | Q2 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.05% | 0.07% | Q4 2014 | Q2 2015 | 3 |
Pallas Capital Advisors LLC | 2 | 1 | 0.07% | 0.14% | 0.19% | Q2 2021 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q2 2019 | 3 |
SoftVest Advisors, LLC | 3 | 3 | 3.48% | 4.74% | 5.98% | Q2 2022 | Q4 2022 | 3 |
RTW INVESTMENTS, LP | 2 | 1 | 1.13% | 1.56% | 2.14% | Q2 2015 | Q2 2016 | 3 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 3 |
Grove Bank & Trust | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
CAPITAL ONE FINANCIAL CORP | 3 | 3 | 0.06% | 0.13% | 0.22% | Q1 2020 | Q3 2020 | 3 |
Otter Creek Advisors, LLC | 2 | 1 | 2.60% | 4.51% | 6.33% | Q2 2021 | Q4 2022 | 3 |
Wellesley Investment Partners, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2020 | Q3 2020 | 3 |
VALLEY NATIONAL BANCORP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2014 | 3 |
Vigilare Wealth Management | 1 | 1 | 0.14% | 0.27% | 0.41% | Q4 2019 | Q4 2023 | 3 |
Beacon Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2020 | 3 |
GenWealth Group, Inc. | 1 | 1 | 4.08% | 8.74% | 16.65% | Q1 2018 | Q1 2023 | 3 |
Soros Fund Management | 2 | 2 | 0.35% | 1.81% | 2.83% | Q2 2023 | Q3 2023 | 3 |
Tanglewood Wealth Management, Inc. | 3 | 3 | 2.61% | 4.94% | 6.45% | Q2 2013 | Q4 2013 | 3 |
Proquility Private Wealth Partners, LLC | 3 | 3 | 0.13% | 0.26% | 0.34% | Q4 2020 | Q2 2021 | 3 |
January Capital Advisors LLC | 3 | 3 | 0.52% | 0.53% | 0.53% | Q4 2021 | Q2 2022 | 3 |
COMMONS CAPITAL, LLC | 3 | 3 | 2.36% | 2.46% | 2.62% | Q1 2023 | Q3 2023 | 3 |
Poehling Capital Management, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Marshall Wace North America L.P. | 2 | 1 | 0.03% | 0.06% | 0.11% | Q3 2020 | Q2 2021 | 3 |
IFS Advisors, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2023 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 0.66% | 0.76% | 0.85% | Q1 2023 | Q3 2023 | 3 |
Fluent Financial, LLC | 3 | 3 | 1.78% | 2.31% | 2.62% | Q1 2023 | Q3 2023 | 3 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 3 |
Hefty Wealth Partners | 3 | 3 | 0.04% | 0.14% | 0.33% | Q1 2016 | Q3 2016 | 3 |
Trinity Legacy Partners, LLC | 3 | 3 | 0.15% | 0.16% | 0.17% | Q4 2021 | Q2 2022 | 3 |
Rosenberg Matthew Hamilton | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Ninepoint Partners LP | 2 | 1 | 0.86% | 3.04% | 6.01% | Q1 2019 | Q4 2020 | 3 |
Lauer Wealth, LLC | 3 | 3 | 3.63% | 3.85% | 4.09% | Q1 2023 | Q3 2023 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.00% | 0.91% | 2.68% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Elevated Capital Advisors, LLC | 3 | 3 | 0.55% | 0.59% | 0.64% | Q2 2020 | Q4 2020 | 3 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 1 | 0.33% | 0.36% | 0.38% | Q2 2022 | Q1 2023 | 3 |
Kistler-Tiffany Companies, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q2 2023 | 3 |
GHP Investment Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 3 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 2 | 1 | 1.76% | 4.56% | 9.80% | Q4 2014 | Q1 2017 | 3 |
Tri-Star Advisors Inc. | 3 | 3 | 1.01% | 1.25% | 1.39% | Q2 2020 | Q4 2020 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.05% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.11% | 0.16% | 0.23% | Q1 2023 | Q3 2023 | 3 |
360 Financial, Inc. | 3 | 3 | 0.19% | 0.20% | 0.21% | Q2 2020 | Q4 2020 | 3 |
DOHJ, LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q2 2020 | Q4 2020 | 3 |
Nantahala Capital Management | 3 | 3 | 2.38% | 3.34% | 4.92% | Q1 2021 | Q3 2021 | 3 |
ITS Asset Management, L.P. | 3 | 3 | 3.43% | 5.13% | 6.34% | Q1 2016 | Q3 2016 | 3 |
Vident Investment Advisory, LLC | 2 | 1 | 0.04% | 0.08% | 0.13% | Q4 2021 | Q4 2022 | 3 |
LMR Partners LLP | 1 | 1 | 0.17% | 0.97% | 1.42% | Q4 2014 | Q3 2023 | 3 |
Aristides Capital LLC | 3 | 3 | 0.54% | 1.52% | 2.84% | Q4 2022 | Q2 2023 | 3 |
Capital Advisory Group Advisory Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2020 | 3 |
Thrive Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2022 | 3 |
CHOREO, LLC | 3 | 3 | 0.11% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
FIRST CITIZENS BANK & TRUST CO | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q1 2023 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2018 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.07% | 0.26% | 0.40% | Q1 2023 | Q3 2023 | 3 |
GODSEY & GIBB, INC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2022 | 3 |
AdvisorShares Investments LLC | 2 | 1 | 0.04% | 0.18% | 0.44% | Q4 2019 | Q1 2021 | 3 |
ATWOOD & PALMER INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2020 | 3 |
Liberty Mutual Group Asset Management Inc. | 3 | 3 | 0.23% | 0.26% | 0.28% | Q4 2017 | Q2 2018 | 3 |
FORTE ASSET MANAGEMENT LLC | 3 | 3 | 1.71% | 2.11% | 2.65% | Q4 2022 | Q2 2023 | 3 |
Hartree Partners, LP | 3 | 3 | 0.29% | 0.48% | 0.64% | Q2 2019 | Q4 2019 | 3 |
FOSTER & MOTLEY INC | 3 | 3 | 0.02% | 0.28% | 0.45% | Q1 2023 | Q3 2023 | 3 |
SeaBridge Investment Advisors LLC | 2 | 1 | 0.01% | 0.34% | 1.01% | Q2 2016 | Q3 2023 | 3 |
WHITTIER TRUST CO OF NEVADA INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 3 |
Catalyst Capital Advisors LLC | 2 | 1 | 0.26% | 0.49% | 0.92% | Q2 2013 | Q2 2016 | 3 |
LWMG, LLC | 3 | 3 | 2.29% | 2.41% | 2.48% | Q1 2023 | Q3 2023 | 3 |
Philosophy Capital Management LLC | 2 | 2 | 10.12% | 10.47% | 10.83% | Q1 2023 | Q2 2023 | 2 |
Oxinas Partners Wealth Management LLC | 2 | 2 | 0.17% | 0.46% | 0.75% | Q4 2021 | Q1 2022 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Marketfield Asset Management LLC | 1 | 1 | 0.17% | 6.95% | 13.72% | Q3 2013 | Q3 2015 | 2 |
All Terrain Financial Advisors, LLC | 2 | 2 | 0.06% | 0.12% | 0.18% | Q4 2017 | Q1 2018 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2020 | 2 |
PORTOLA GROUP INC /CA | 2 | 2 | 0.40% | 0.40% | 0.41% | Q1 2015 | Q2 2015 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 2 |
EWG Elevate Inc. | 2 | 2 | 0.01% | 0.35% | 0.69% | Q3 2022 | Q4 2022 | 2 |
VISTA FINANCE, LLC | 2 | 2 | 3.94% | 4.38% | 4.81% | Q4 2021 | Q1 2022 | 2 |
Adams Wealth Management | 2 | 2 | 1.12% | 1.14% | 1.16% | Q3 2020 | Q4 2020 | 2 |
IronBridge Private Wealth, LLC | 1 | 1 | 0.02% | 2.14% | 4.25% | Q4 2021 | Q1 2023 | 2 |
Diligent Investors, LLC | 1 | 1 | 0.06% | 0.22% | 0.37% | Q2 2016 | Q4 2021 | 2 |
CPWM, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2020 | Q2 2020 | 2 |
Annapolis Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2016 | Q2 2016 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q2 2023 | 2 |
Keystone Financial Services | 1 | 1 | 0.48% | 1.24% | 2.01% | Q4 2021 | Q3 2023 | 2 |
Gladius Capital Management LP | 1 | 1 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q4 2022 | 2 |
INVICTUS PRIVATE WEALTH, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
SPRING CREEK CAPITAL LLC | 2 | 2 | 0.03% | 0.10% | 0.17% | Q2 2018 | Q3 2018 | 2 |
Richwood Investment Advisors, LLC | 2 | 2 | 0.25% | 0.26% | 0.28% | Q4 2021 | Q1 2022 | 2 |
AMP Capital Investors Ltd | 1 | 1 | 0.07% | 0.08% | 0.08% | Q3 2019 | Q1 2021 | 2 |
Hitchwood Capital Management LP | 1 | 1 | 3.47% | 12.59% | 21.72% | Q3 2016 | Q3 2020 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.12% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Kovitz Investment Group Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
EHP Funds Inc. | 1 | 1 | 6.84% | 7.24% | 7.64% | Q2 2022 | Q1 2023 | 2 |
Jenkins Wealth | 1 | 1 | 0.81% | 1.05% | 1.30% | Q4 2021 | Q4 2022 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.01% | 0.05% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 2 |
MEITAV INVESTMENT HOUSE LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Wagner Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 2 |
Kore Private Wealth LLC | 1 | 1 | 0.06% | 0.91% | 1.76% | Q1 2020 | Q3 2020 | 2 |
Live Oak Investment Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
KCL Capital, L.P. | 1 | 1 | 1.56% | 2.01% | 2.47% | Q4 2018 | Q1 2022 | 2 |
Midwest Financial Group LLC | 1 | 1 | 0.93% | 1.48% | 2.03% | Q1 2023 | Q3 2023 | 2 |
Elmwood Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Crosspoint Capital Strategies, LLC | 2 | 2 | 0.00% | 1.34% | 2.68% | Q3 2015 | Q4 2015 | 2 |
Laidlaw Wealth Management LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Greenline Partners, LLC | 2 | 2 | 0.42% | 0.59% | 0.75% | Q4 2021 | Q1 2022 | 2 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2016 | Q1 2020 | 2 |
FIRST FINANCIAL CORP /IN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Lorber David A | 2 | 2 | 5.24% | 7.70% | 10.17% | Q1 2019 | Q2 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.29% | 0.34% | 0.40% | Q2 2013 | Q3 2013 | 2 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q2 2023 | 2 |
LOGAN CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Noven Financial Group, Inc. | 2 | 2 | 12.45% | 12.79% | 13.13% | Q2 2019 | Q3 2019 | 2 |
SILVERBACK ASSET MANAGEMENT LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q3 2015 | Q1 2016 | 2 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 2 |
Menard Financial Group LLC | 2 | 2 | 0.28% | 5.13% | 9.99% | Q4 2019 | Q1 2020 | 2 |
Sheaff Brock Investment Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2019 | 2 |
CONNABLE OFFICE INC | 2 | 2 | 1.54% | 1.65% | 1.76% | Q1 2020 | Q2 2020 | 2 |
Econ Financial Services Corp | 2 | 2 | 2.69% | 2.82% | 2.94% | Q1 2023 | Q2 2023 | 2 |
Princeton Portfolio Strategies Group LLC | 1 | 1 | 0.08% | 0.22% | 0.37% | Q4 2016 | Q4 2018 | 2 |
ARGENTIERE CAPITAL AG | 1 | 1 | 4.20% | 5.35% | 6.50% | Q1 2018 | Q3 2018 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Stuart Chaussee & Associates, Inc. | 2 | 2 | 9.01% | 11.61% | 14.22% | Q1 2017 | Q2 2017 | 2 |
Islet Management, LP | 1 | 1 | 1.67% | 3.35% | 5.04% | Q1 2021 | Q4 2022 | 2 |
McKinley Carter Wealth Services, Inc. | 2 | 2 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q1 2021 | 2 |
SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 2 | 2 | 0.87% | 0.97% | 1.08% | Q2 2023 | Q3 2023 | 2 |
CTC LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Peak Asset Management, LLC | 2 | 2 | 1.24% | 1.67% | 2.10% | Q2 2023 | Q3 2023 | 2 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
RONALD BLUE & CO LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q3 2016 | Q2 2017 | 2 |
Radcliffe Capital Management, L.P. | 2 | 2 | 0.49% | 0.78% | 1.07% | Q4 2014 | Q1 2015 | 2 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Alliance Wealth Management Group | 2 | 2 | 13.99% | 14.82% | 15.66% | Q1 2016 | Q2 2016 | 2 |
SCHOLTZ & COMPANY, LLC | 2 | 2 | 0.43% | 0.58% | 0.73% | Q3 2022 | Q4 2022 | 2 |
Prostatis Group LLC | 2 | 2 | 0.72% | 2.23% | 3.75% | Q4 2019 | Q1 2020 | 2 |
DOVER ADVISORS, LLC | 2 | 2 | 0.19% | 0.24% | 0.29% | Q2 2023 | Q3 2023 | 2 |
SageView Advisory Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Coho Partners, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
RAM Investment Partners, LLC | 1 | 1 | 0.07% | 0.15% | 0.23% | Q4 2022 | Q4 2023 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q4 2014 | Q1 2020 | 2 |
Telemetry Investments, L.L.C. | 2 | 2 | 2.78% | 7.55% | 12.32% | Q1 2018 | Q2 2018 | 2 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2020 | 2 |
Centric Wealth Management | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2020 | Q1 2021 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2021 | Q3 2023 | 2 |
PECONIC PARTNERS LLC | 1 | 1 | 0.07% | 0.32% | 0.57% | Q4 2020 | Q3 2022 | 2 |
Parkside Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
Alerus Investment Advisors Corp | 2 | 2 | 0.18% | 0.19% | 0.20% | Q3 2015 | Q4 2015 | 2 |
Investors Capital Advisory Services | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Tactical Allocation Group LLC | 1 | 1 | 0.10% | 0.26% | 0.43% | Q2 2013 | Q2 2016 | 2 |
Smith Anglin Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 2 |
Chanos & Co LP | 2 | 2 | 0.66% | 1.77% | 2.89% | Q1 2017 | Q2 2017 | 2 |
AXS Investments LLC | 2 | 2 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Hedeker Wealth, LLC | 2 | 2 | 0.06% | 0.13% | 0.21% | Q2 2016 | Q3 2016 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.66% | 0.78% | 0.91% | Q2 2023 | Q3 2023 | 2 |
PENOBSCOT WEALTH MANAGEMENT | 2 | 2 | 2.07% | 2.39% | 2.71% | Q2 2023 | Q3 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 0.28% | 0.31% | 0.33% | Q2 2023 | Q3 2023 | 2 |
MMA ASSET MANAGEMENT LLC | 2 | 2 | 0.35% | 0.38% | 0.41% | Q2 2023 | Q3 2023 | 2 |
First Command Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
StrategIQ Financial Group, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.12% | 0.15% | 0.18% | Q2 2023 | Q3 2023 | 2 |
Atika Capital Management LLC | 1 | 1 | 4.30% | 5.67% | 7.05% | Q1 2021 | Q3 2021 | 2 |
Relative Value Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
TAM Capital Management Inc. | 1 | 1 | 8.52% | 10.08% | 11.64% | Q4 2014 | Q4 2016 | 2 |
Terrapin Asset Management, LLC | 2 | 2 | 5.33% | 7.21% | 9.09% | Q2 2023 | Q3 2023 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.13% | 0.25% | Q4 2019 | Q4 2020 | 2 |
Cordasco Financial Network | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Americana Partners, LLC | 1 | 1 | 0.04% | 0.16% | 0.29% | Q4 2021 | Q3 2023 | 2 |
Quent Capital, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.14% | 0.17% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Pinion Investment Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q3 2021 | Q4 2021 | 2 |
Bristol Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
Smith Affiliated Capital Corp. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q2 2010 | Q3 2010 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.04% | 0.07% | 0.10% | Q1 2023 | Q3 2023 | 2 |
Tiller Private Wealth, Inc. | 2 | 2 | 1.31% | 1.90% | 2.49% | Q2 2023 | Q3 2023 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 2 |
ALLEGHANY CORP /DE | 1 | 1 | 0.87% | 7.49% | 14.12% | Q1 2016 | Q3 2017 | 2 |
Mattern Wealth Management LLC | 2 | 2 | 1.63% | 2.41% | 3.20% | Q1 2023 | Q2 2023 | 2 |
Kalos Management, Inc. | 1 | 1 | 0.10% | 0.22% | 0.34% | Q2 2020 | Q4 2020 | 2 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
Capital Advisors Wealth Management, LLC | 2 | 2 | 0.07% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
HOWARD FINANCIAL SERVICES, LTD. | 2 | 2 | 0.05% | 0.23% | 0.42% | Q4 2021 | Q1 2022 | 2 |
Belvedere Advisors LLC | 2 | 2 | 3.02% | 5.01% | 7.01% | Q1 2019 | Q2 2019 | 2 |
Plymouth Lane Capital Management, LLC | 1 | 1 | 0.73% | 6.16% | 11.59% | Q3 2015 | Q1 2016 | 2 |
Cabot-Wellington, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q3 2015 | Q4 2015 | 2 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2 | 2 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q1 2023 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q3 2022 | 2 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.11% | 0.14% | 0.18% | Q3 2020 | Q4 2020 | 2 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 2 | 2 | 0.09% | 0.14% | 0.19% | Q2 2023 | Q3 2023 | 2 |
ING GROEP NV | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2018 | 2 |
Main Street Research LLC | 2 | 2 | 1.73% | 2.42% | 3.10% | Q2 2023 | Q3 2023 | 2 |
MD Financial Management Inc. | 1 | 1 | 0.35% | 0.69% | 1.02% | Q1 2020 | Q3 2020 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 0.37% | 0.38% | 0.38% | Q4 2022 | Q1 2023 | 2 |
Samalin Investment Counsel, LLC | 2 | 2 | 0.34% | 0.38% | 0.42% | Q1 2023 | Q2 2023 | 2 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q2 2015 | Q2 2018 | 2 |
Intergy Private Wealth, LLC | 2 | 2 | 0.73% | 0.94% | 1.14% | Q4 2021 | Q1 2022 | 2 |
AUA CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.69% | 4.11% | 6.53% | Q4 2016 | Q1 2017 | 2 |
MBA Advisors LLC | 2 | 2 | 1.11% | 1.16% | 1.21% | Q2 2023 | Q3 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
GREAT LAKES ADVISORS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.02% | 0.10% | 0.18% | Q4 2022 | Q1 2023 | 2 |
Objective Capital Management, LLC | 2 | 2 | 0.24% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Lynwood Capital Management Inc. | 2 | 2 | 3.21% | 3.38% | 3.54% | Q1 2022 | Q2 2022 | 2 |
SouthState Corp | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2014 | Q2 2014 | 2 |
CI Global Investments Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
MORRIS FINANCIAL CONCEPTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Aprio Wealth Management, LLC | 2 | 2 | 0.22% | 1.01% | 1.80% | Q2 2023 | Q3 2023 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.45% | 0.62% | 0.79% | Q1 2020 | Q3 2020 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2022 | 2 |
Glaxis Capital Management, LLC | 1 | 1 | 10.96% | 35.72% | 60.47% | Q3 2015 | Q1 2016 | 2 |
Atlas Principals, LLC | 2 | 2 | 3.12% | 4.94% | 6.77% | Q2 2021 | Q3 2021 | 2 |
Twelve Points Wealth Management LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
JD Financial Services Inc. | 2 | 2 | 0.35% | 0.40% | 0.45% | Q1 2021 | Q2 2021 | 2 |
Privium Fund Management (UK) Ltd | 2 | 2 | 0.57% | 7.06% | 13.54% | Q1 2023 | Q2 2023 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 2 |
Clear Perspectives Financial Planning, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.27% | 0.60% | 0.93% | Q2 2023 | Q3 2023 | 2 |
MCF Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.20% | 1.40% | 2.60% | Q3 2019 | Q2 2020 | 2 |
MBM Wealth Consultants, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
COMMERCE BANK | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
First Allied Asset Management, Inc. | 1 | 1 | 0.16% | 0.28% | 0.39% | Q2 2013 | Q3 2014 | 2 |
Waterloo Capital, L.P. | 1 | 1 | 0.07% | 0.22% | 0.36% | Q1 2020 | Q2 2023 | 2 |
CPMG Inc | 2 | 2 | 3.56% | 5.78% | 8.00% | Q3 2019 | Q4 2019 | 2 |
HARRELL INVESTMENT PARTNERS, LLC | 1 | 1 | 0.60% | 0.92% | 1.23% | Q4 2019 | Q3 2023 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.13% | 0.15% | 0.17% | Q2 2023 | Q2 2023 | 2 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q3 2021 | 2 |
O'Dell Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 2 |
JANICZEK WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.10% | 0.20% | 0.30% | Q2 2023 | Q3 2023 | 2 |
Pariax, LLC | 2 | 2 | 6.95% | 10.69% | 14.44% | Q2 2023 | Q3 2023 | 2 |
Centennial Wealth Advisory LLC | 2 | 2 | 2.76% | 3.37% | 3.98% | Q4 2020 | Q1 2021 | 2 |
Callan Capital, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Scion Asset Management | 2 | 2 | 12.67% | 13.07% | 13.47% | Q1 2021 | Q2 2021 | 2 |
Perceptive Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 0.28% | 0.28% | 0.28% | Q4 2022 | Q1 2023 | 2 |
Avory & Company, LLC | 2 | 2 | 2.05% | 2.07% | 2.09% | Q1 2021 | Q2 2021 | 2 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 0.45% | 0.47% | 0.49% | Q2 2023 | Q3 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 1.10% | 1.13% | 1.16% | Q2 2023 | Q3 2023 | 2 |
Long Pond Capital | 2 | 2 | 3.97% | 4.68% | 5.38% | Q4 2021 | Q1 2022 | 2 |
Buck Wealth Strategies, LLC | 1 | 1 | 1.20% | 1.27% | 1.34% | Q3 2022 | Q3 2023 | 2 |
Legend Financial Advisors, Inc. | 2 | 2 | 5.98% | 6.17% | 6.36% | Q2 2019 | Q3 2019 | 2 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.11% | 2.37% | 4.63% | Q4 2020 | Q3 2023 | 2 |
BMS Financial Advisors, LLC | 1 | 1 | 0.17% | 0.18% | 0.20% | Q3 2022 | Q1 2023 | 2 |
R.P. Boggs & Co. | 2 | 2 | 1.89% | 2.19% | 2.49% | Q4 2020 | Q1 2021 | 2 |
TCP Asset Management, LLC | 2 | 2 | 1.94% | 1.98% | 2.02% | Q2 2023 | Q3 2023 | 2 |
SALEM INVESTMENT COUNSELORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 2 |
Pacer Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 0.31% | 0.52% | 0.74% | Q3 2022 | Q4 2022 | 2 |
Financial Strategies Group, Inc. | 2 | 2 | 0.11% | 0.15% | 0.18% | Q3 2020 | Q4 2020 | 2 |
Legacy Trust | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Capstone Financial Advisors, Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.29% | 0.41% | 0.53% | Q2 2023 | Q3 2023 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.06% | 0.91% | 1.76% | Q1 2021 | Q3 2023 | 2 |
Full Sail Capital, LLC | 2 | 2 | 1.00% | 1.23% | 1.45% | Q2 2023 | Q3 2023 | 2 |
PETERSON WEALTH MANAGEMENT | 2 | 2 | 2.73% | 2.86% | 2.99% | Q2 2023 | Q3 2023 | 2 |
FrontFour Capital Group LLC | 2 | 2 | 8.25% | 10.97% | 13.68% | Q1 2019 | Q2 2019 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Janney Capital Management LLC | 2 | 2 | 0.78% | 0.80% | 0.83% | Q2 2023 | Q3 2023 | 2 |
Interval Partners, LP | 1 | 1 | 0.33% | 0.54% | 0.74% | Q4 2018 | Q2 2021 | 2 |
Gainplan LLC | 2 | 2 | 5.68% | 7.03% | 8.39% | Q2 2022 | Q3 2022 | 2 |
GETCO Holding Company, LLC | 1 | 1 | 0.73% | 0.78% | 0.84% | Q2 2013 | Q2 2013 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.12% | 0.54% | 0.95% | Q2 2022 | Q3 2022 | 2 |
TIG Advisors, LLC | 1 | 1 | 0.46% | 0.50% | 0.55% | Q4 2013 | Q3 2018 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.02% | 0.07% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Marcum Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Tamarack Advisers, LP | 1 | 1 | 4.77% | 8.64% | 12.51% | Q4 2015 | Q2 2023 | 2 |
BlueCrest Capital Management LLP | 1 | 1 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q2 2014 | 2 |
One River Asset Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q3 2023 | Q3 2023 | 2 |
StratiFi, LLC | 2 | 2 | 0.58% | 0.68% | 0.78% | Q1 2016 | Q2 2016 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ALPS ADVISORS INC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2014 | Q2 2014 | 2 |
All Season Financial Advisors, Inc. | 1 | 1 | 1.12% | 1.82% | 2.51% | Q2 2021 | Q2 2022 | 2 |
GLG Partners LP | 1 | 1 | 0.07% | 0.39% | 0.72% | Q1 2015 | Q4 2016 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
HHLR ADVISORS, LTD. | 2 | 2 | 0.29% | 0.33% | 0.37% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.32% | 0.35% | 0.39% | Q3 2022 | Q4 2022 | 2 |
OAK FAMILY ADVISORS, LLC | 2 | 2 | 0.43% | 0.46% | 0.50% | Q2 2023 | Q3 2023 | 2 |
Winthrop Advisory Group LLC | 2 | 2 | 0.15% | 0.21% | 0.26% | Q3 2020 | Q4 2020 | 2 |
GABELLI FUNDS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Vantage Financial Partners Ltd., Inc. | 2 | 2 | 2.56% | 3.16% | 3.76% | Q2 2023 | Q3 2023 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Hudson Bay Capital Management LP | 1 | 1 | 0.10% | 0.14% | 0.18% | Q1 2021 | Q2 2022 | 2 |
Intrua Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
CEDAR CAPITAL, LLC | 2 | 2 | 2.60% | 3.02% | 3.43% | Q1 2019 | Q2 2019 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.46% | 0.50% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.07% | 1.28% | 2.48% | Q4 2014 | Q1 2019 | 2 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q2 2023 | 2 |
Avalon Investment & Advisory | 1 | 1 | 0.02% | 0.08% | 0.14% | Q3 2015 | Q3 2017 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 1.22% | 1.25% | 1.28% | Q1 2015 | Q4 2015 | 2 |
Amici Capital, LLC | 1 | 1 | 0.85% | 2.22% | 3.59% | Q2 2013 | Q3 2016 | 2 |
PhaseCapital LP | 2 | 2 | 0.14% | 0.19% | 0.24% | Q1 2015 | Q2 2015 | 2 |
CONTINENTAL ADVISORS LLC | 2 | 2 | 0.58% | 0.80% | 1.02% | Q4 2014 | Q1 2015 | 2 |
TruWealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 2 |
SEARLE & CO. | 1 | 1 | 0.16% | 0.20% | 0.23% | Q4 2015 | Q1 2022 | 2 |
Ibex Investors LLC | 1 | 1 | 1.05% | 4.46% | 7.86% | Q2 2021 | Q1 2022 | 2 |
Vision Capital Corp | 2 | 2 | 0.46% | 0.91% | 1.36% | Q3 2022 | Q4 2022 | 2 |
LBA Wealth Management, LLC | 2 | 2 | 0.06% | 0.13% | 0.21% | Q1 2016 | Q2 2016 | 2 |
Raleigh Capital Management Inc. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Sound Financial Strategies Group, LLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q4 2022 | Q2 2023 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Bull Oak Capital, LLC | 2 | 2 | 0.60% | 1.29% | 1.97% | Q2 2022 | Q3 2022 | 2 |
Financial Services Advisory Inc | 2 | 2 | 1.60% | 2.21% | 2.82% | Q1 2019 | Q2 2019 | 2 |
Oribel Capital Management, LP | 2 | 2 | 2.93% | 3.51% | 4.09% | Q3 2021 | Q4 2021 | 2 |
Moss Adams Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Eidelman Virant Capital | 2 | 2 | 0.10% | 0.12% | 0.14% | Q3 2020 | Q4 2020 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q1 2019 | Q2 2019 | 2 |
Truxt Investmentos Ltda. | 1 | 1 | 0.03% | 1.15% | 2.27% | Q3 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Leicht Financial Planning & Wealth Management, Inc. | 2 | 2 | 0.31% | 0.81% | 1.31% | Q4 2019 | Q1 2020 | 2 |
Chevy Chase Trust Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.08% | 0.10% | 0.12% | Q2 2016 | Q4 2016 | 2 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 3.33% | 3.77% | 4.21% | Q4 2021 | Q2 2023 | 2 |
EdgeRock Capital LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2022 | 2 |
Wayfinding Financial, LLC | 2 | 2 | 0.21% | 2.10% | 3.99% | Q2 2022 | Q3 2022 | 2 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2018 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 2.51% | 2.57% | 2.62% | Q2 2020 | Q3 2020 | 2 |
Global Assets Advisory, LLC | 2 | 2 | 1.26% | 1.34% | 1.41% | Q2 2023 | Q3 2023 | 2 |
Reitz Capital Advisors LLC | 1 | 1 | 0.79% | 0.82% | 0.86% | Q4 2018 | Q3 2023 | 2 |
INTREPID CAPITAL MANAGEMENT INC | 2 | 2 | 0.88% | 0.93% | 0.98% | Q2 2023 | Q3 2023 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.06% | 0.08% | 0.10% | Q4 2019 | Q1 2020 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CALDWELL & ORKIN INC | 1 | 1 | 2.48% | 5.37% | 8.25% | Q1 2016 | Q3 2017 | 2 |
Bickling Financial Services, Inc. | 2 | 2 | 0.80% | 1.19% | 1.58% | Q4 2020 | Q1 2021 | 2 |
Lineweaver Wealth Advisors, LLC | 2 | 2 | 0.98% | 1.05% | 1.13% | Q4 2019 | Q1 2020 | 2 |
FORVIS Wealth Advisors, LLC | 2 | 2 | 0.43% | 0.48% | 0.53% | Q3 2022 | Q4 2022 | 2 |
LINDEN ADVISORS LP | 1 | 1 | 0.45% | 1.66% | 2.87% | Q2 2013 | Q1 2017 | 2 |
L & S Advisors Inc | 1 | 1 | 8.74% | 8.74% | 8.74% | Q2 2016 | Q2 2016 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2018 | Q3 2018 | 1 |
Renasant Bank | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
SONA ASSET MANAGEMENT (US) LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2023 | Q3 2023 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Community Bank, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Teewinot Capital Advisers, L.L.C. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2014 | Q1 2014 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 3.42% | 3.42% | 3.42% | Q3 2023 | Q3 2023 | 1 |
Callodine Capital Management, LP | 1 | 1 | 4.29% | 4.29% | 4.29% | Q3 2019 | Q3 2019 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 3.37% | 3.37% | 3.37% | Q4 2016 | Q4 2016 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
STERNE AGEE GROUP, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 9.82% | 9.82% | 9.82% | Q3 2023 | Q3 2023 | 1 |
Beaumont Financial Partners, LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q1 2014 | Q1 2014 | 1 |
PLUSTICK MANAGEMENT LLC | 1 | 1 | 48.15% | 48.15% | 48.15% | Q4 2021 | Q4 2021 | 1 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2023 | Q3 2023 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
FIRST NATIONAL TRUST CO | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Tamarack Capital Management, LLC | 1 | 1 | 11.20% | 11.20% | 11.20% | Q3 2015 | Q3 2015 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2022 | Q4 2022 | 1 |
Miller Investment Management, LP | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2021 | Q4 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Eversept Partners, LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2023 | Q3 2023 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ion Asset Management Ltd. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
BOYS ARNOLD & CO INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2019 | Q3 2019 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
P&S Credit Management, L.P. | 1 | 1 | 9.02% | 9.02% | 9.02% | Q3 2023 | Q3 2023 | 1 |
Morningstar Investment Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Brightworth | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Worth Venture Partners, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2016 | Q4 2016 | 1 |
Summit Rock Advisors, LP | 1 | 1 | 3.33% | 3.33% | 3.33% | Q4 2019 | Q4 2019 | 1 |
Airain ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2017 | Q2 2017 | 1 |
Austin Private Wealth, LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2023 | Q3 2023 | 1 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q3 2023 | Q3 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
LOWERY THOMAS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Tyler-Stone Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
DAVIS-REA LTD. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2023 | Q3 2023 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Eagle Strategies LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
Haverford Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Bleakley Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Close Asset Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BOS Asset Management, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q3 2023 | Q3 2023 | 1 |
Aristotle Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cedar Mountain Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
KGH Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
JD CAPITAL MANAGEMENT LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q1 2014 | Q1 2014 | 1 |
Palisade Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Kensington Asset Management, LLC | 1 | 1 | 29.78% | 29.78% | 29.78% | Q4 2021 | Q4 2021 | 1 |
Bristlecone Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Chemistry Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Truepoint, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Peachtree Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BBJS FINANCIAL ADVISORS, LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q3 2023 | Q3 2023 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2023 | Q2 2023 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Isomer Partners LP | 1 | 1 | 6.90% | 6.90% | 6.90% | Q3 2023 | Q3 2023 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
DCF Advisers, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Riverview Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Endurant Capital Management LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
LOEB PARTNERS CORP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2018 | Q4 2018 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Coltrane Asset Management L.P. | 1 | 1 | 58.16% | 58.16% | 58.16% | Q3 2021 | Q3 2021 | 1 |
Towerpoint Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CRAMER ROSENTHAL MCGLYNN LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
Centerstone Investors, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2021 | Q2 2021 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Certified Advisory Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Hexavest Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
Valtinson Bruner Financial Planning LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2020 | Q4 2020 | 1 |
Buttonwood Financial Group, LLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q4 2022 | Q4 2022 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 1.97% | 1.97% | 1.97% | Q4 2014 | Q4 2014 | 1 |
COLUMBIA ADVISORY PARTNERS LLC | 1 | 1 | 3.16% | 3.16% | 3.16% | Q1 2023 | Q1 2023 | 1 |
Tradeworx Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2013 | Q1 2013 | 1 |
BANK OF HAWAII | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2017 | Q4 2017 | 1 |
Coastwise Capital Group, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Western Financial Corp/CA | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Sourcerock Group LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2019 | Q2 2019 | 1 |
Heard Capital LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2022 | Q3 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q4 2021 | Q4 2021 | 1 |
CMC Financial Group | 1 | 1 | 3.03% | 3.03% | 3.03% | Q3 2022 | Q3 2022 | 1 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2015 | Q1 2015 | 1 |
Stratford Consulting, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2023 | Q3 2023 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2015 | Q4 2015 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
Roundview Capital LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2016 | Q2 2016 | 1 |
SUTTON PLACE INVESTORS LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
Salient Private Client, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2017 | Q4 2017 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q4 2021 | Q4 2021 | 1 |
Clientfirst Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
VeraBank, N.A. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2020 | Q2 2020 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OAKTREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ACCESS FINANCIAL SERVICES, INC. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2020 | Q3 2020 | 1 |
Cyndeo Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MRP Capital Investments, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 4.32% | 4.32% | 4.32% | Q1 2017 | Q1 2017 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Newman Dignan & Sheerar, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
First Farmers & Merchants Bank / Trust | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Fore Research & Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
UDINE WEALTH MANAGEMENT, INC. | 1 | 1 | 3.82% | 3.82% | 3.82% | Q1 2022 | Q1 2022 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
AlphaQ Advisors LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2022 | Q4 2022 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BRIGADE CAPITAL MANAGEMENT, LP | 1 | 1 | 34.71% | 34.71% | 34.71% | Q1 2023 | Q1 2023 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2017 | Q1 2017 | 1 |
DEARBORN PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Maxi Investments CY Ltd | 1 | 1 | 60.50% | 60.50% | 60.50% | Q3 2023 | Q3 2023 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Legacy Capital Partners, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2012 | Q4 2012 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2019 | Q1 2019 | 1 |
PRIMORIS WEALTH ADVISORS, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2022 | Q2 2022 | 1 |
KADENSA CAPITAL Ltd | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2022 | Q2 2022 | 1 |
WMG Financial Advisors, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
Vertex Planning Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Solus Alternative Asset Management LP | 1 | 1 | 8.37% | 8.37% | 8.37% | Q3 2013 | Q3 2013 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 3.01% | 3.01% | 3.01% | Q3 2023 | Q3 2023 | 1 |
Cowen Investment Management LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q3 2023 | Q3 2023 | 1 |
GFG Capital, LLC | 1 | 1 | 2.51% | 2.51% | 2.51% | Q3 2023 | Q3 2023 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2015 | Q4 2015 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
RCS Financial Planning, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
VALUE PARTNERS LTD /ADV | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2016 | Q2 2016 | 1 |
Cadent Capital Advisors, LLC | 1 | 1 | 2.40% | 2.40% | 2.40% | Q3 2023 | Q3 2023 | 1 |
COLLECTIVE FAMILY OFFICE LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2022 | Q3 2022 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Harvest Portfolios Group Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
STEPH & CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2021 | Q1 2021 | 1 |
WPWealth LLP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Bell Bank | 1 | 1 | 9.36% | 9.36% | 9.36% | Q4 2016 | Q4 2016 | 1 |
Incline Global Management LLC | 1 | 1 | 2.24% | 2.24% | 2.24% | Q1 2018 | Q1 2018 | 1 |
Centre Asset Management, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2013 | Q2 2013 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2016 | Q2 2016 | 1 |
Candlestick Capital Management LP | 1 | 1 | 3.48% | 3.48% | 3.48% | Q1 2020 | Q1 2020 | 1 |
Opus Trading Fund LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2013 | Q2 2013 | 1 |
GFS Advisors, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2016 | Q1 2016 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Strategic Value Partners, LLC | 1 | 1 | 6.16% | 6.16% | 6.16% | Q4 2018 | Q4 2018 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
JB Capital LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2023 | Q3 2023 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Insight Advisors, LLC/ PA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2022 | Q1 2022 | 1 |
SILVERLAKE WEALTH MANAGEMENT LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2013 | Q4 2013 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2019 | Q3 2019 | 1 |
Abacus Planning Group, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q2 2023 | Q2 2023 | 1 |
GRIES FINANCIAL LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q3 2023 | Q3 2023 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
BEACON FINANCIAL GROUP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
RAYMOND JAMES TRUST CO. OF NH | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2022 | Q1 2022 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 2.31% | 2.31% | 2.31% | Q3 2023 | Q3 2023 | 1 |
Rinkey Investments | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Buckley Wealth Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Revisor Wealth Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2023 | Q3 2023 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
WestHill Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Compass Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Lyons Wealth Management, LLC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2018 | Q1 2018 | 1 |
Bell Investment Advisors, Inc | 1 | 1 | 5.28% | 5.28% | 5.28% | Q3 2023 | Q3 2023 | 1 |
3G Capital Partners | 1 | 1 | 1.69% | 1.69% | 1.69% | Q3 2013 | Q3 2013 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Syntegra Private Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2014 | Q3 2014 | 1 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 1.82% | 1.82% | 1.82% | Q3 2022 | Q3 2022 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 4.61% | 4.61% | 4.61% | Q3 2022 | Q3 2022 | 1 |
STEADFAST ADVISORS LP | 1 | 1 | 2.37% | 2.37% | 2.37% | Q3 2016 | Q3 2016 | 1 |
Herr Investment Group LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Grey Fox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q4 2017 | Q4 2017 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2020 | Q2 2020 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 2.56% | 2.56% | 2.56% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CHEMICAL BANK | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2014 | Q4 2014 | 1 |
AIA Group Ltd | 1 | 1 | 3.13% | 3.13% | 3.13% | Q3 2023 | Q3 2023 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Bensler, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2023 | Q3 2023 | 1 |
West Wealth Group, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q3 2023 | Q3 2023 | 1 |
Berkshire Money Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Strong Tower Advisory Services | 1 | 1 | 3.41% | 3.41% | 3.41% | Q3 2022 | Q3 2022 | 1 |
Lane Generational LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
Accel Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
IAMS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
STEEL GROVE CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
New World Advisors LLC | 1 | 1 | 5.51% | 5.51% | 5.51% | Q2 2021 | Q2 2021 | 1 |
Titus Wealth Management | 1 | 1 | 3.01% | 3.01% | 3.01% | Q2 2019 | Q2 2019 | 1 |
Quarry LP | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q3 2023 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 2.38% | 2.38% | 2.38% | Q1 2023 | Q1 2023 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Regency Capital Management Inc.\DE | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2018 | Q4 2018 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Premia Global Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Maryland Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Grey Street Capital, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
6 Meridian | 1 | 1 | 0.62% | 0.62% | 0.62% | Q2 2021 | Q2 2021 | 1 |
West Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Keystone Wealth Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q3 2013 | Q3 2013 | 1 |
Alkeon Capital Management | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Stewardship Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Stanford Investment Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
Peloton Wealth Strategists | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Liberty Street Advisors, Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q1 2015 | Q1 2015 | 1 |
Pekin Hardy Strauss, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2013 | Q2 2013 | 1 |
Madison Street Partners, LLC | 1 | 1 | 6.89% | 6.89% | 6.89% | Q2 2013 | Q2 2013 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q2 2023 | 1 |
Jessup Wealth Management, Inc | 1 | 1 | 2.48% | 2.48% | 2.48% | Q2 2023 | Q2 2023 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2013 | Q2 2013 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Community Capital Management, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q2 2020 | Q2 2020 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
ROOSEVELT INVESTMENT GROUP LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2013 | Q3 2013 | 1 |
Serengeti Asset Management LP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2013 | Q2 2013 | 1 |
Cypress Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Parkside Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
Epic Trust Investment Advisors, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2022 | Q3 2022 | 1 |
Polus Capital Management Ltd | 1 | 1 | 11.96% | 11.96% | 11.96% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Management, LLC | 1 | 1 | 7.81% | 7.81% | 7.81% | Q2 2022 | Q2 2022 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 2.42% | 2.42% | 2.42% | Q3 2023 | Q3 2023 | 1 |
CLIENT 1ST ADVISORY GROUP, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
BlueDrive Global Investors LLP | 1 | 1 | 31.76% | 31.76% | 31.76% | Q1 2021 | Q1 2021 | 1 |
MorganRosel Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Share Andrew L. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
Heirloom Wealth Management | 1 | 1 | 5.70% | 5.70% | 5.70% | Q3 2023 | Q3 2023 | 1 |
Triatomic Management LP | 1 | 1 | 5.89% | 5.89% | 5.89% | Q3 2022 | Q3 2022 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Azora Capital LP | 1 | 1 | 3.31% | 3.31% | 3.31% | Q1 2021 | Q1 2021 | 1 |
White Pine Investment CO | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
G&S Capital LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2020 | Q2 2020 | 1 |
Black Swift Group, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Potomac Capital Management, Inc. | 1 | 1 | 2.52% | 2.52% | 2.52% | Q2 2022 | Q2 2022 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Lee Capital Management LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2016 | Q4 2016 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
US FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Saba Capital Management, L.P. | 1 | 1 | 9.68% | 9.68% | 9.68% | Q3 2015 | Q3 2015 | 1 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q3 2023 | Q3 2023 | 1 |
CPA Asset Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Prosperity Planning, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
FIL Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Warren Street Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Sovereign Financial Group, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Impala Asset Management LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q3 2023 | Q3 2023 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
THEORY FINANCIAL LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
AKANTHOS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2013 | Q2 2013 | 1 |
SUMMIT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2015 | Q2 2015 | 1 |
Privium Fund Management B.V. | 1 | 1 | 3.63% | 3.63% | 3.63% | Q2 2023 | Q2 2023 | 1 |
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q2 2015 | Q2 2015 | 1 |
WT Asset Management Ltd | 1 | 1 | 4.40% | 4.40% | 4.40% | Q3 2019 | Q3 2019 | 1 |
DigitalBridge Group, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Perennial Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Crewe Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.44% | 0.44% | 0.44% | Q3 2023 | Q3 2023 | 1 |
Omega Financial Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Taylor, Cottrill LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2014 | 1 |
Algebris Investments (UK) LLP | 1 | 1 | 7.82% | 7.82% | 7.82% | Q4 2015 | Q4 2015 | 1 |
Wright Fund Management, LLC | 1 | 1 | 88.12% | 88.12% | 88.12% | Q4 2021 | Q4 2021 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
Key FInancial Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
VALLEY FINANCIAL MANAGEMENT, INC. | 1 | 1 | 1.55% | 1.55% | 1.55% | Q1 2023 | Q1 2023 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 1.04% | 1.04% | 1.04% | Q3 2023 | Q3 2023 | 1 |
Autonomy Capital (Jersey) L.P. | 1 | 1 | 18.53% | 18.53% | 18.53% | Q2 2017 | Q2 2017 | 1 |
Smart Money Group LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2020 | Q1 2020 | 1 |
Triumph Capital Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Legal & General Group Plc | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
TYBOURNE CAPITAL MANAGEMENT (HK) LTD | 1 | 1 | 10.25% | 10.25% | 10.25% | Q2 2013 | Q2 2013 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2022 | Q2 2022 | 1 |
DIVIDEND ASSETS CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2013 | Q2 2013 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Rothschild Capital Partners, LLC | 1 | 1 | 5.23% | 5.23% | 5.23% | Q4 2022 | Q4 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Relative Value Partners Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
First Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 3.63% | 3.63% | 3.63% | Q4 2016 | Q4 2016 | 1 |
Centurion Wealth Management LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
AEGON USA Investment Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Plaisance Capital LLC | 1 | 1 | 4.10% | 4.10% | 4.10% | Q2 2022 | Q2 2022 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SOUTH GEORGIA CAPITAL, LLC | 1 | 1 | 5.15% | 5.15% | 5.15% | Q3 2015 | Q3 2015 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
IRON Financial LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2016 | Q1 2016 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Tranquilli Financial Advisor LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2020 | Q4 2020 | 1 |
FFG RETIREMENT ADVISORS LLC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q3 2023 | Q3 2023 | 1 |
Jupiter Wealth Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2019 | Q3 2019 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2022 | Q2 2022 | 1 |
Vollero Beach Capital Partners LLC | 1 | 1 | 2.36% | 2.36% | 2.36% | Q1 2016 | Q1 2016 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Regal Partners Ltd | 1 | 1 | 1.19% | 1.19% | 1.19% | Q3 2023 | Q3 2023 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Certus Wealth Management, LLC | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q4 2021 | Q4 2021 | 1 |
CITY NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 6.62% | 6.62% | 6.62% | Q3 2023 | Q3 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2022 | Q2 2022 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Coury Firm Asset Management LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2022 | Q1 2022 | 1 |
LionEye Capital Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2015 | Q2 2015 | 1 |
Strid Group, LLC | 1 | 1 | 5.03% | 5.03% | 5.03% | Q2 2016 | Q2 2016 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Capital Markets Trading UK LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2020 | Q3 2020 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
WealthTrust Asset Management, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q1 2023 | Q1 2023 | 1 |
Cerrano Capital Management LP | 1 | 1 | 1.22% | 1.22% | 1.22% | Q1 2018 | Q1 2018 | 1 |
Schwab Charitable Fund | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
IAG Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2023 | Q1 2023 | 1 |
Capital Square, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Pactiv General Employee Benefit Trust | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2019 | Q4 2019 | 1 |
MEDICI CAPITAL LLC | 1 | 1 | 18.94% | 18.94% | 18.94% | Q3 2023 | Q3 2023 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2015 | Q2 2015 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
V3 Capital Management, L.P. | 1 | 1 | 6.73% | 6.73% | 6.73% | Q3 2021 | Q3 2021 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Hillsdale Investment Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.