Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
CITIGROUP INC | 42 | 42 | 0.00% | 0.02% | 0.30% | Q2 2013 | Q3 2023 | 117 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 115 |
BARCLAYS PLC | 38 | 3 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 111 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.10% | 0.64% | Q2 2013 | Q3 2023 | 107 |
Parallax Volatility Advisers, L.P. | 36 | 3 | 0.00% | 0.09% | 0.83% | Q4 2013 | Q3 2023 | 94 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.09% | 1.40% | Q4 2015 | Q3 2023 | 88 |
Citadel Advisors | 29 | 8 | 0.00% | 0.02% | 0.13% | Q2 2014 | Q3 2023 | 87 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.16% | Q1 2012 | Q3 2023 | 84 |
JANE STREET GROUP, LLC | 37 | 1 | 0.00% | 0.05% | 0.34% | Q1 2014 | Q3 2023 | 79 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.05% | 0.36% | Q1 2013 | Q3 2023 | 79 |
UBS Group AG | 36 | 36 | 0.00% | 0.09% | 0.39% | Q4 2014 | Q3 2023 | 73 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 40 | 0.00% | 0.09% | 0.49% | Q4 2013 | Q3 2023 | 70 |
WOLVERINE TRADING, LLC | 19 | 1 | 0.00% | 0.05% | 0.29% | Q2 2016 | Q3 2023 | 66 |
HUNTINGTON NATIONAL BANK | 29 | 2 | 0.00% | 0.01% | 0.04% | Q1 2009 | Q3 2023 | 54 |
HSBC HOLDINGS PLC | 23 | 1 | 0.00% | 0.02% | 0.14% | Q1 2012 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.00% | 0.02% | Q4 2010 | Q3 2022 | 48 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 48 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 48 |
HAP Trading, LLC | 17 | 1 | 0.00% | 0.26% | 4.62% | Q3 2014 | Q3 2023 | 46 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.01% | 0.12% | 0.26% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.07% | 0.20% | Q4 2012 | Q3 2023 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.03% | 0.13% | 0.39% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.11% | 0.45% | 0.95% | Q1 2013 | Q3 2023 | 43 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.16% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Global Endowment Management, LP | 42 | 42 | 0.06% | 0.49% | 1.82% | Q2 2013 | Q3 2023 | 42 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.02% | 0.57% | 2.57% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.05% | 0.20% | 0.55% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.09% | 0.52% | 1.37% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.06% | 0.23% | 0.69% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.13% | 1.22% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 42 | 42 | 0.60% | 1.28% | 2.86% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.04% | 0.60% | 1.40% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.30% | 1.17% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.22% | 0.94% | 3.28% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.10% | 0.46% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.02% | 0.58% | 4.30% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.19% | 0.92% | Q2 2013 | Q3 2023 | 42 |
Transamerica Financial Advisors, Inc. | 42 | 42 | 0.21% | 0.70% | 2.74% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.72% | 2.16% | 4.62% | Q2 2013 | Q3 2023 | 42 |
FIRST AMERICAN TRUST, FSB | 42 | 42 | 0.13% | 1.06% | 2.45% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.02% | 0.23% | 1.16% | Q2 2013 | Q3 2023 | 42 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 42 | 42 | 21.99% | 35.00% | 45.98% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Clear Harbor Asset Management, LLC | 40 | 40 | 0.00% | 0.27% | 0.58% | Q2 2013 | Q1 2023 | 41 |
FDx Advisors, Inc. | 22 | 19 | 0.02% | 0.49% | 2.72% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.03% | 0.36% | 6.56% | Q2 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 4 | 0.00% | 0.13% | 1.32% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.12% | 1.42% | 6.09% | Q3 2013 | Q3 2023 | 41 |
Dorsey Wright & Associates | 26 | 4 | 0.04% | 1.74% | 5.81% | Q2 2013 | Q3 2023 | 40 |
Cetera Advisors LLC | 39 | 1 | 0.03% | 0.29% | 0.98% | Q2 2013 | Q3 2023 | 40 |
Checchi Capital Advisers, LLC | 40 | 40 | 0.06% | 0.11% | 0.22% | Q4 2013 | Q3 2023 | 40 |
Twele Capital Management, Inc. | 40 | 40 | 0.16% | 3.32% | 6.60% | Q4 2013 | Q3 2023 | 40 |
Hudock, Inc. | 36 | 4 | 0.02% | 3.74% | 7.77% | Q2 2013 | Q3 2023 | 40 |
EASTERN BANK | 40 | 40 | 0.01% | 1.11% | 3.43% | Q2 2013 | Q1 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 0.01% | 0.24% | 0.88% | Q4 2013 | Q3 2023 | 40 |
AMERICAN INTERNATIONAL GROUP, INC. | 27 | 12 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.05% | 0.12% | 0.50% | Q1 2014 | Q3 2023 | 39 |
FMR LLC | 25 | 1 | 0.00% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 39 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 39 | 39 | 0.02% | 0.05% | 0.85% | Q2 2013 | Q4 2022 | 39 |
First Horizon Advisors, Inc. | 28 | 5 | 0.00% | 0.26% | 1.47% | Q3 2013 | Q3 2023 | 39 |
Advisory Services Network, LLC | 27 | 3 | 0.00% | 0.29% | 3.59% | Q2 2013 | Q3 2023 | 39 |
Fisher Asset Management, LLC | 26 | 1 | 0.00% | 0.19% | 0.90% | Q2 2013 | Q3 2023 | 38 |
Janney Montgomery Scott LLC | 35 | 1 | 0.01% | 0.12% | 0.88% | Q3 2013 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.01% | 0.14% | 1.23% | Q2 2014 | Q3 2023 | 38 |
Rehmann Capital Advisory Group | 34 | 1 | 0.00% | 0.29% | 0.96% | Q2 2010 | Q1 2023 | 38 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 38 | 38 | 0.20% | 0.49% | 0.80% | Q2 2013 | Q3 2022 | 38 |
OPTIMUM INVESTMENT ADVISORS | 32 | 6 | 0.00% | 0.10% | 0.27% | Q4 2013 | Q4 2023 | 38 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.55% | 2.82% | Q3 2013 | Q3 2023 | 38 |
Private Advisor Group, LLC | 37 | 37 | 0.02% | 0.09% | 0.32% | Q3 2014 | Q3 2023 | 37 |
Brinker Capital Investments, LLC | 30 | 7 | 0.00% | 0.26% | 0.79% | Q2 2013 | Q4 2022 | 37 |
Litman Gregory Wealth Management LLC | 29 | 2 | 0.58% | 2.97% | 8.02% | Q2 2013 | Q3 2023 | 37 |
MILLENNIUM MANAGEMENT LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 37 |
First Heartland Consultants, Inc. | 32 | 2 | 0.02% | 1.68% | 3.94% | Q2 2013 | Q1 2023 | 37 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.32% | 1.35% | Q4 2014 | Q3 2023 | 36 |
Tortoise Investment Management, LLC | 15 | 10 | 0.00% | 0.08% | 0.37% | Q3 2013 | Q3 2023 | 36 |
Ifrah Financial Services, Inc. | 36 | 36 | 0.12% | 1.24% | 2.70% | Q2 2013 | Q1 2022 | 36 |
Family Firm, Inc. | 36 | 36 | 0.34% | 0.65% | 1.16% | Q4 2014 | Q3 2023 | 36 |
M&T BANK CORP | 15 | 1 | 0.00% | 0.01% | 0.18% | Q2 2013 | Q3 2023 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 0.17% | 0.34% | 0.59% | Q4 2014 | Q3 2023 | 36 |
BlackRock Inc. | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 36 |
Simplicity Solutions, LLC | 28 | 7 | 0.02% | 0.56% | 7.04% | Q4 2014 | Q3 2023 | 35 |
Perigon Wealth Management, LLC | 30 | 1 | 0.02% | 0.19% | 0.64% | Q3 2011 | Q3 2023 | 35 |
Sage Advisory Services, Ltd.Co. | 12 | 1 | 0.02% | 1.22% | 4.88% | Q2 2013 | Q3 2023 | 35 |
ARGI Investment Services, LLC | 35 | 35 | 0.06% | 2.67% | 4.16% | Q2 2014 | Q4 2022 | 35 |
FIDUCIARY TRUST CO | 18 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 35 |
Raymond James Financial Services Advisors, Inc. | 19 | 2 | 0.02% | 0.14% | 0.41% | Q2 2013 | Q3 2023 | 35 |
WADE G W & INC | 35 | 35 | 0.30% | 0.62% | 1.18% | Q1 2015 | Q3 2023 | 35 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 4 | 0.00% | 0.03% | 0.09% | Q3 2017 | Q3 2023 | 34 |
Advisors Preferred, LLC | 17 | 17 | 0.00% | 1.88% | 11.13% | Q4 2013 | Q2 2022 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.01% | 0.04% | 0.20% | Q2 2015 | Q3 2023 | 34 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 31 | 3 | 0.02% | 0.22% | 1.67% | Q2 2013 | Q3 2023 | 34 |
CIBC WORLD MARKET INC. | 34 | 34 | 0.01% | 0.07% | 0.44% | Q2 2015 | Q3 2023 | 34 |
Brookstone Capital Management | 31 | 1 | 0.00% | 1.00% | 3.50% | Q4 2014 | Q3 2023 | 34 |
King Wealth Management Group | 34 | 34 | 0.13% | 0.27% | 0.63% | Q2 2015 | Q3 2023 | 34 |
OPPENHEIMER & CO INC | 33 | 33 | 0.01% | 0.04% | 0.12% | Q3 2015 | Q3 2023 | 33 |
WEBSTER BANK, N. A. | 28 | 5 | 0.01% | 0.03% | 0.21% | Q4 2014 | Q3 2023 | 33 |
Peak Asset Management, LLC | 29 | 4 | 0.05% | 0.11% | 0.20% | Q4 2014 | Q2 2023 | 33 |
Alpha Cubed Investments, LLC | 33 | 33 | 0.10% | 1.41% | 3.49% | Q3 2015 | Q3 2023 | 33 |
Patten Group, Inc. | 33 | 33 | 0.07% | 0.23% | 0.44% | Q4 2014 | Q4 2022 | 33 |
ATWOOD & PALMER INC | 30 | 2 | 0.00% | 0.03% | 0.13% | Q3 2015 | Q3 2023 | 32 |
Voya Financial Advisors, Inc. | 31 | 1 | 0.09% | 0.48% | 3.54% | Q1 2015 | Q1 2023 | 32 |
Krilogy Financial LLC | 31 | 1 | 0.46% | 2.01% | 4.04% | Q3 2015 | Q3 2023 | 32 |
1607 Capital Partners, LLC | 32 | 32 | 0.45% | 4.89% | 9.24% | Q4 2015 | Q3 2023 | 32 |
Trust Co | 32 | 32 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 32 |
FIRST MANHATTAN CO. LLC. | 16 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.13% | 0.38% | 1.75% | Q4 2015 | Q3 2023 | 31 |
SCOTIA CAPITAL INC. | 31 | 31 | 0.02% | 0.05% | 0.25% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.20% | 0.58% | 1.67% | Q1 2016 | Q3 2023 | 31 |
Winfield Associates, Inc. | 31 | 31 | 0.01% | 0.55% | 1.27% | Q3 2014 | Q1 2022 | 31 |
PICTON MAHONEY ASSET MANAGEMENT | 31 | 31 | 0.02% | 0.10% | 0.25% | Q1 2016 | Q3 2023 | 31 |
CWM, LLC | 22 | 1 | 0.00% | 0.08% | 0.18% | Q3 2015 | Q3 2023 | 31 |
MEEDER ASSET MANAGEMENT INC | 27 | 1 | 0.00% | 0.75% | 4.69% | Q4 2014 | Q3 2023 | 31 |
NewEdge Advisors, LLC | 18 | 1 | 0.01% | 0.48% | 5.00% | Q3 2015 | Q3 2023 | 31 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 25 | 6 | 0.00% | 0.52% | 2.44% | Q3 2015 | Q3 2023 | 31 |
1832 Asset Management L.P. | 16 | 15 | 0.00% | 0.03% | 0.31% | Q4 2015 | Q3 2023 | 31 |
Rafferty Asset Management, LLC | 27 | 1 | 0.04% | 0.18% | 0.82% | Q2 2013 | Q3 2023 | 31 |
SG Americas Securities, LLC | 15 | 2 | 0.00% | 0.16% | 0.91% | Q2 2015 | Q3 2023 | 31 |
TCI Wealth Advisors, Inc. | 25 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2022 | 30 |
CADINHA & CO LLC | 19 | 5 | 0.03% | 0.53% | 4.41% | Q2 2013 | Q2 2022 | 30 |
EXANE DERIVATIVES | 30 | 30 | 0.00% | 0.16% | 0.39% | Q1 2015 | Q2 2022 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.15% | 0.58% | 1.13% | Q2 2013 | Q3 2020 | 30 |
Haverford Trust Co | 28 | 1 | 0.01% | 0.19% | 0.33% | Q2 2013 | Q3 2023 | 30 |
CITIZENS FINANCIAL GROUP INC/RI | 28 | 2 | 0.01% | 0.25% | 0.70% | Q4 2015 | Q2 2023 | 30 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.01% | 0.09% | 0.54% | Q2 2013 | Q3 2023 | 30 |
VICUS CAPITAL | 27 | 3 | 0.02% | 0.61% | 2.24% | Q2 2015 | Q3 2023 | 30 |
Lido Advisors, LLC | 27 | 3 | 0.04% | 0.19% | 0.69% | Q1 2016 | Q3 2023 | 30 |
D. SCOTT NEAL, INC. | 30 | 30 | 0.10% | 6.74% | 16.48% | Q4 2013 | Q1 2021 | 30 |
Cambria Investment Management, L.P. | 12 | 3 | 0.06% | 0.76% | 2.60% | Q4 2014 | Q3 2023 | 30 |
NEXT Financial Group, Inc | 30 | 30 | 0.06% | 0.34% | 1.31% | Q3 2014 | Q4 2021 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 1.38% | 3.67% | 8.02% | Q2 2016 | Q3 2023 | 30 |
LifePlan Financial Group, Inc | 30 | 30 | 0.15% | 1.55% | 4.21% | Q2 2013 | Q3 2020 | 30 |
Mirae Asset Global Investments Co., Ltd. | 24 | 1 | 0.01% | 0.12% | 0.60% | Q1 2012 | Q3 2023 | 29 |
REILLY FINANCIAL ADVISORS, LLC | 28 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 29 |
ClearBridge Investments | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
AMARILLO NATIONAL BANK | 29 | 29 | 0.14% | 0.27% | 0.44% | Q3 2016 | Q3 2023 | 29 |
WEALTHSOURCE PARTNERS, LLC | 18 | 11 | 0.02% | 0.63% | 2.34% | Q1 2016 | Q3 2023 | 29 |
Betterment LLC | 22 | 7 | 0.00% | 0.02% | 0.06% | Q2 2016 | Q3 2023 | 29 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 29 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q4 2023 | 29 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 29 | 29 | 0.06% | 0.38% | 0.76% | Q4 2015 | Q4 2022 | 29 |
COLDSTREAM CAPITAL MANAGEMENT INC | 13 | 1 | 0.03% | 1.50% | 4.04% | Q2 2014 | Q3 2023 | 29 |
Clark Capital Management Group, Inc. | 16 | 1 | 0.00% | 1.49% | 11.09% | Q3 2013 | Q1 2023 | 29 |
Relative Value Partners Group, LLC | 29 | 29 | 0.36% | 2.10% | 5.45% | Q3 2016 | Q3 2023 | 29 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 21 | 1 | 0.02% | 0.63% | 1.37% | Q2 2013 | Q4 2020 | 29 |
D.A. DAVIDSON & CO. | 17 | 12 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q2 2022 | 29 |
FIRST NATIONAL BANK OF OMAHA | 29 | 29 | 0.09% | 0.12% | 0.17% | Q3 2016 | Q3 2023 | 29 |
Mitsubishi UFJ Trust & Banking Corp | 29 | 29 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 29 |
PEAVINE CAPITAL, LLC | 21 | 7 | 6.20% | 30.53% | 38.46% | Q1 2015 | Q3 2023 | 28 |
Aveo Capital Partners, LLC | 28 | 28 | 1.19% | 3.06% | 10.66% | Q4 2016 | Q3 2023 | 28 |
Biondo Investment Advisors, LLC | 25 | 3 | 0.06% | 0.18% | 0.29% | Q2 2013 | Q3 2023 | 28 |
ETRADE Capital Management LLC | 17 | 4 | 0.01% | 0.21% | 0.82% | Q2 2013 | Q3 2020 | 28 |
EVERGREEN CAPITAL MANAGEMENT LLC | 12 | 5 | 0.01% | 0.55% | 1.42% | Q3 2015 | Q2 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 1.07% | 4.44% | 6.87% | Q4 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.04% | 0.30% | 2.07% | Q4 2016 | Q3 2023 | 28 |
LYELL WEALTH MANAGEMENT, LP | 28 | 28 | 0.09% | 0.33% | 0.69% | Q4 2016 | Q3 2023 | 28 |
Allworth Financial LP | 20 | 2 | 0.00% | 0.00% | 0.04% | Q1 2016 | Q3 2023 | 28 |
Allianz Asset Management GmbH | 20 | 1 | 0.00% | 0.01% | 0.08% | Q3 2015 | Q3 2023 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.03% | 0.66% | 3.10% | Q4 2016 | Q3 2023 | 28 |
Horizon Investments, LLC | 6 | 2 | 0.00% | 1.11% | 4.00% | Q3 2013 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Hilltop Holdings Inc. | 12 | 1 | 0.03% | 0.36% | 1.79% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.04% | 0.48% | 1.33% | Q2 2013 | Q4 2019 | 27 |
Pinnacle Advisory Group, Inc. | 22 | 1 | 0.02% | 4.21% | 13.74% | Q3 2013 | Q1 2021 | 27 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 21 | 1 | 0.07% | 1.54% | 6.65% | Q2 2014 | Q2 2022 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.07% | 0.32% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.23% | 0.47% | 0.87% | Q4 2016 | Q3 2023 | 27 |
Kingsview Wealth Management, LLC | 11 | 6 | 0.00% | 0.42% | 0.99% | Q1 2017 | Q3 2023 | 27 |
FormulaFolio Investments, LLC | 27 | 27 | 0.04% | 1.32% | 5.44% | Q4 2014 | Q2 2021 | 27 |
Atlas Brown,Inc. | 27 | 27 | 0.10% | 0.45% | 0.88% | Q1 2017 | Q3 2023 | 27 |
Sandy Spring Bank | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
Cetera Investment Advisers | 19 | 1 | 0.05% | 0.16% | 0.51% | Q1 2016 | Q3 2023 | 27 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
SIGNATUREFD, LLC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 26 |
GenWealth Group, Inc. | 26 | 26 | 6.71% | 9.66% | 12.00% | Q2 2017 | Q3 2023 | 26 |
DEUTSCHE BANK AG\ | 14 | 6 | 0.00% | 0.01% | 0.10% | Q3 2013 | Q3 2023 | 26 |
Snowden Capital Advisors LLC | 11 | 2 | 0.01% | 0.08% | 0.35% | Q1 2016 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.07% | 0.39% | Q2 2013 | Q3 2019 | 26 |
Valmark Advisers, Inc. | 24 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2019 | 26 |
FOUNDERS FINANCIAL SECURITIES LLC | 10 | 4 | 0.07% | 0.36% | 1.49% | Q3 2015 | Q2 2023 | 26 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 26 | 26 | 0.62% | 1.36% | 2.67% | Q2 2017 | Q3 2023 | 26 |
IndexIQ Advisors LLC | 11 | 1 | 0.01% | 0.14% | 0.34% | Q2 2013 | Q4 2021 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.08% | 0.24% | 0.99% | Q2 2017 | Q3 2023 | 26 |
Prospera Financial Services Inc | 14 | 1 | 0.01% | 0.19% | 0.86% | Q2 2013 | Q3 2023 | 25 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 25 | 25 | 0.46% | 1.59% | 3.30% | Q3 2017 | Q3 2023 | 25 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.02% | 0.07% | Q2 2015 | Q2 2023 | 25 |
Anchor Investment Management, LLC | 25 | 25 | 0.00% | 0.10% | 0.37% | Q1 2016 | Q1 2022 | 25 |
SIGNET FINANCIAL MANAGEMENT, LLC | 11 | 5 | 0.03% | 0.26% | 0.77% | Q1 2016 | Q3 2023 | 25 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.03% | 1.69% | 8.17% | Q4 2014 | Q3 2023 | 25 |
Wunderlich Capital Managemnt | 12 | 4 | 0.12% | 1.49% | 3.52% | Q1 2014 | Q3 2023 | 25 |
Oakworth Capital, Inc. | 18 | 7 | 0.00% | 0.12% | 1.61% | Q2 2016 | Q3 2023 | 25 |
LEVEL FOUR ADVISORY SERVICES, LLC | 25 | 25 | 0.02% | 0.35% | 1.14% | Q3 2017 | Q3 2023 | 25 |
Migdal Insurance & Financial Holdings Ltd. | 25 | 25 | 0.01% | 0.05% | 0.13% | Q3 2017 | Q3 2023 | 25 |
First Financial Bank - Trust Division | 17 | 2 | 0.04% | 0.32% | 0.75% | Q1 2013 | Q4 2023 | 25 |
STATE STREET CORP | 22 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2022 | 25 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 19 | 3 | 0.18% | 0.56% | 1.03% | Q4 2016 | Q3 2023 | 25 |
FRANKLIN RESOURCES INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
HBK Sorce Advisory LLC | 23 | 1 | 0.02% | 0.11% | 0.39% | Q1 2016 | Q3 2023 | 24 |
Stordahl Capital Management, Inc. | 24 | 24 | 0.08% | 0.20% | 0.85% | Q4 2017 | Q3 2023 | 24 |
Ballew Advisors, Inc | 24 | 24 | 1.19% | 2.75% | 5.12% | Q4 2017 | Q3 2023 | 24 |
Stadion Money Management, LLC | 22 | 1 | 0.01% | 0.52% | 1.94% | Q2 2013 | Q2 2020 | 24 |
Walleye Trading LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 24 |
FORBES J M & CO LLP | 10 | 1 | 0.04% | 0.09% | 0.17% | Q2 2016 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.02% | 0.13% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Asset Management One Co., Ltd. | 24 | 24 | 0.04% | 0.07% | 0.12% | Q4 2016 | Q3 2022 | 24 |
PATTON ALBERTSON MILLER GROUP, LLC | 24 | 24 | 0.07% | 1.23% | 3.10% | Q4 2016 | Q3 2022 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Forefront Analytics, LLC | 24 | 24 | 0.62% | 2.88% | 5.38% | Q4 2017 | Q3 2023 | 24 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 24 | 24 | 0.00% | 1.08% | 3.46% | Q4 2017 | Q3 2023 | 24 |
Concorde Asset Management, LLC | 15 | 9 | 0.25% | 1.11% | 5.81% | Q4 2014 | Q4 2020 | 24 |
OneDigital Investment Advisors LLC | 18 | 3 | 0.00% | 0.12% | 0.34% | Q1 2018 | Q3 2023 | 24 |
BOKF, NA | 15 | 9 | 0.07% | 0.10% | 0.12% | Q3 2017 | Q3 2023 | 24 |
Ausdal Financial Partners, Inc. | 7 | 1 | 0.05% | 0.27% | 0.57% | Q4 2015 | Q3 2023 | 24 |
Legacy Private Trust Co. | 22 | 1 | 0.02% | 0.35% | 1.54% | Q4 2014 | Q3 2023 | 24 |
STEPHENS INC /AR/ | 15 | 3 | 0.00% | 0.03% | 0.19% | Q2 2013 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.03% | 0.08% | 0.16% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.09% | 0.26% | Q4 2017 | Q3 2023 | 24 |
BEACON FINANCIAL GROUP | 18 | 1 | 0.05% | 0.28% | 1.27% | Q4 2014 | Q3 2023 | 24 |
Columbus Macro, LLC | 24 | 24 | 0.26% | 1.28% | 2.38% | Q4 2017 | Q3 2023 | 24 |
Bray Capital Advisors | 23 | 23 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Banco Santander, S.A. | 23 | 23 | 0.01% | 0.06% | 0.33% | Q1 2018 | Q3 2023 | 23 |
WOLVERINE ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.03% | 0.53% | Q2 2013 | Q3 2023 | 23 |
Capital Asset Advisory Services LLC | 11 | 1 | 0.01% | 0.17% | 0.46% | Q2 2016 | Q3 2023 | 23 |
Deane Retirement Strategies, Inc. | 15 | 1 | 0.00% | 9.38% | 22.54% | Q4 2014 | Q2 2023 | 23 |
Institute for Wealth Management, LLC. | 8 | 2 | 0.02% | 0.96% | 4.44% | Q2 2013 | Q2 2023 | 23 |
HOWE & RUSLING INC | 15 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q4 2022 | 23 |
PRELUDE CAPITAL MANAGEMENT, LLC | 12 | 1 | 0.01% | 0.15% | 0.81% | Q2 2017 | Q3 2023 | 23 |
PRUDENTIAL FINANCIAL INC | 21 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 23 |
Sargent Bickham Lagudis LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2022 | 23 |
Bigelow Investment Advisors, LLC | 16 | 7 | 0.11% | 0.18% | 0.34% | Q4 2017 | Q3 2023 | 23 |
Mariner, LLC | 12 | 1 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 23 |
Fiera Capital Corp | 23 | 23 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 23 |
NOTTINGHAM ADVISORS, INC. | 17 | 6 | 0.09% | 1.63% | 3.49% | Q4 2014 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.07% | 0.22% | Q1 2018 | Q3 2023 | 23 |
JD CAPITAL MANAGEMENT LLC | 11 | 11 | 1.63% | 11.49% | 29.13% | Q2 2017 | Q4 2019 | 23 |
Belpointe Asset Management LLC | 18 | 1 | 0.07% | 0.45% | 1.15% | Q3 2017 | Q3 2023 | 22 |
ALERUS FINANCIAL NA | 22 | 22 | 0.02% | 0.98% | 3.53% | Q2 2016 | Q3 2021 | 22 |
COMERICA BANK | 7 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 22 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 21 | 1 | 0.02% | 0.18% | 0.73% | Q4 2015 | Q4 2022 | 22 |
DAVENPORT & Co LLC | 12 | 2 | 0.00% | 0.08% | 0.22% | Q1 2015 | Q3 2023 | 22 |
BESSEMER GROUP INC | 17 | 1 | 0.00% | 0.00% | 0.03% | Q3 2015 | Q2 2023 | 22 |
GAMBLE JONES INVESTMENT COUNSEL | 22 | 22 | 0.02% | 0.80% | 1.38% | Q3 2017 | Q4 2022 | 22 |
GUGGENHEIM CAPITAL LLC | 19 | 3 | 0.01% | 0.21% | 1.65% | Q1 2015 | Q3 2023 | 22 |
White Pine Investment CO | 21 | 1 | 1.21% | 2.23% | 4.13% | Q1 2018 | Q3 2023 | 22 |
Foundations Investment Advisors, LLC | 22 | 22 | 0.01% | 1.72% | 15.15% | Q2 2018 | Q3 2023 | 22 |
Beaumont Financial Partners, LLC | 16 | 2 | 0.03% | 0.39% | 1.10% | Q4 2013 | Q3 2022 | 22 |
WealthShield Partners, LLC | 17 | 5 | 0.00% | 0.47% | 1.62% | Q4 2017 | Q3 2023 | 22 |
Money Design Co.,Ltd. | 22 | 22 | 0.99% | 4.61% | 8.21% | Q3 2017 | Q4 2022 | 22 |
Slow Capital, Inc. | 22 | 22 | 0.02% | 0.54% | 1.22% | Q4 2017 | Q1 2023 | 22 |
Financial Architects, Inc | 6 | 2 | 0.00% | 0.09% | 0.53% | Q2 2014 | Q1 2023 | 22 |
AE Wealth Management LLC | 21 | 1 | 0.02% | 0.27% | 0.94% | Q2 2017 | Q3 2023 | 22 |
IHT Wealth Management, LLC | 17 | 5 | 0.00% | 0.06% | 0.12% | Q2 2017 | Q3 2023 | 22 |
PFG Advisors | 17 | 5 | 0.04% | 0.48% | 1.67% | Q4 2017 | Q3 2023 | 22 |
Robinson Value Management, Ltd. | 12 | 1 | 0.55% | 1.50% | 2.50% | Q4 2016 | Q3 2023 | 22 |
Cardan Capital Partners, LLC | 22 | 22 | 0.06% | 2.18% | 4.31% | Q4 2015 | Q1 2021 | 22 |
HRT FINANCIAL LP | 17 | 1 | 0.02% | 0.61% | 1.79% | Q1 2016 | Q2 2023 | 22 |
BerganKDV Wealth Management, LLC | 21 | 1 | 0.00% | 0.01% | 0.07% | Q1 2017 | Q2 2023 | 22 |
NWAM LLC | 12 | 10 | 0.02% | 0.18% | 0.25% | Q1 2018 | Q3 2023 | 22 |
PATHSTONE FAMILY OFFICE, LLC | 19 | 3 | 0.00% | 0.23% | 2.22% | Q4 2016 | Q3 2023 | 22 |
MATHER GROUP, LLC. | 22 | 22 | 0.01% | 1.65% | 3.61% | Q2 2018 | Q3 2023 | 22 |
Lattice Strategies LLC | 22 | 22 | 0.18% | 0.36% | 0.76% | Q3 2013 | Q4 2018 | 22 |
MADISON INVESTMENT HOLDINGS INC | 19 | 2 | 0.04% | 1.89% | 3.40% | Q4 2013 | Q3 2019 | 21 |
Venturi Wealth Management, LLC | 13 | 3 | 0.00% | 0.29% | 1.54% | Q4 2015 | Q3 2023 | 21 |
Sowell Financial Services LLC | 10 | 1 | 0.04% | 0.32% | 1.48% | Q4 2016 | Q2 2023 | 21 |
NBT BANK N A /NY | 19 | 2 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 21 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.04% | 0.40% | Q2 2017 | Q3 2023 | 21 |
Midwest Professional Planners, LTD. | 15 | 1 | 0.08% | 0.81% | 2.19% | Q4 2017 | Q3 2023 | 21 |
Regal Investment Advisors LLC | 16 | 1 | 0.01% | 0.14% | 0.77% | Q2 2013 | Q2 2023 | 21 |
SADOFF INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.04% | 0.19% | 0.85% | Q3 2018 | Q3 2023 | 21 |
Bellecapital International Ltd. | 21 | 21 | 0.11% | 0.20% | 0.39% | Q3 2018 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 14 | 1 | 0.00% | 0.10% | 0.26% | Q4 2016 | Q3 2023 | 21 |
Chesley Taft & Associates LLC | 18 | 3 | 0.02% | 0.15% | 0.39% | Q2 2013 | Q3 2023 | 21 |
NewSquare Capital LLC | 16 | 1 | 0.00% | 0.81% | 3.00% | Q2 2014 | Q4 2022 | 21 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 19 | 2 | 0.00% | 0.02% | 0.12% | Q4 2015 | Q3 2022 | 21 |
3EDGE Asset Management, LP | 15 | 6 | 0.08% | 4.54% | 9.61% | Q4 2016 | Q3 2023 | 21 |
Proficio Capital Partners LLC | 17 | 1 | 0.00% | 0.43% | 2.17% | Q4 2016 | Q2 2023 | 21 |
WEDBUSH SECURITIES INC | 9 | 1 | 0.01% | 0.07% | 0.24% | Q4 2014 | Q3 2022 | 21 |
LEUTHOLD GROUP, LLC | 8 | 1 | 0.03% | 0.37% | 0.67% | Q3 2015 | Q3 2023 | 21 |
Integrated Wealth Concepts LLC | 18 | 1 | 0.04% | 0.49% | 2.73% | Q4 2017 | Q3 2023 | 20 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.07% | 0.67% | Q1 2016 | Q3 2023 | 20 |
One Day In July LLC | 20 | 20 | 5.07% | 8.63% | 13.18% | Q4 2018 | Q3 2023 | 20 |
Empirical Finance, LLC | 14 | 6 | 0.15% | 1.16% | 2.29% | Q4 2016 | Q4 2021 | 20 |
Bangor Savings Bank | 15 | 5 | 0.02% | 0.86% | 1.88% | Q4 2016 | Q3 2023 | 20 |
HL FINANCIAL SERVICES LLC | 18 | 2 | 0.03% | 0.08% | 0.27% | Q2 2013 | Q2 2018 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
LVW Advisors, LLC | 17 | 3 | 0.05% | 0.42% | 4.75% | Q4 2016 | Q3 2022 | 20 |
BARINGS LLC | 20 | 20 | 0.05% | 0.71% | 2.00% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Cornerstone Management, Inc. | 14 | 6 | 0.01% | 0.46% | 1.15% | Q4 2014 | Q1 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.12% | 0.23% | 0.44% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.25% | 1.11% | 2.44% | Q4 2018 | Q3 2023 | 20 |
People's United Financial, Inc. | 12 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2021 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.04% | 0.07% | Q4 2013 | Q3 2018 | 20 |
Keel Point, LLC | 20 | 20 | 0.24% | 1.28% | 3.66% | Q4 2018 | Q3 2023 | 20 |
ST GERMAIN D J CO INC | 17 | 3 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q4 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.00% | 0.13% | 0.97% | Q1 2016 | Q4 2020 | 20 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 6 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 20 |
PACIFIC FINANCIAL GROUP INC | 17 | 1 | 0.06% | 0.56% | 1.61% | Q3 2015 | Q3 2023 | 20 |
COLONY GROUP LLC | 11 | 1 | 0.00% | 0.18% | 1.00% | Q3 2013 | Q3 2023 | 20 |
Fragasso Group Inc. | 20 | 20 | 0.03% | 1.10% | 5.87% | Q4 2017 | Q3 2022 | 20 |
PineBridge Investments, L.P. | 11 | 9 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q4 2018 | 20 |
Bogart Wealth, LLC | 20 | 20 | 0.00% | 0.15% | 1.91% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.01% | 0.64% | 1.53% | Q1 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2023 | 20 |
Capital Analysts, LLC | 17 | 1 | 0.00% | 0.73% | 1.96% | Q3 2016 | Q3 2023 | 20 |
HM PAYSON & CO | 11 | 1 | 0.00% | 0.05% | 0.11% | Q2 2014 | Q3 2023 | 20 |
Ally Invest Advisors Inc. | 20 | 20 | 8.18% | 9.72% | 10.77% | Q4 2018 | Q3 2023 | 20 |
PROTECTIVE LIFE CORP | 20 | 20 | 1.58% | 2.18% | 2.46% | Q3 2018 | Q2 2023 | 20 |
PFS INVESTMENTS INC. | 19 | 1 | 0.06% | 0.85% | 2.80% | Q4 2017 | Q2 2023 | 20 |
Windhaven Investment Management, Inc. | 20 | 20 | 0.92% | 3.69% | 8.07% | Q2 2013 | Q1 2018 | 20 |
Vision Capital Management, Inc. | 14 | 6 | 0.36% | 0.56% | 0.89% | Q1 2018 | Q3 2023 | 20 |
WealthOne, LLC | 20 | 20 | 0.14% | 0.70% | 2.28% | Q4 2018 | Q3 2023 | 20 |
Huntington Steele LLC | 20 | 20 | 0.09% | 0.16% | 0.22% | Q2 2013 | Q1 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.21% | 1.43% | Q4 2017 | Q3 2022 | 20 |
CEDAR CAPITAL, LLC | 16 | 1 | 0.10% | 8.44% | 24.46% | Q4 2015 | Q3 2021 | 20 |
Wellesley Investment Partners, LLC | 20 | 20 | 3.69% | 6.21% | 10.90% | Q4 2015 | Q3 2020 | 20 |
Insight Wealth Strategies, LLC | 17 | 2 | 0.04% | 2.32% | 7.92% | Q4 2018 | Q3 2023 | 19 |
AllSquare Wealth Management LLC | 10 | 9 | 0.07% | 0.13% | 0.19% | Q4 2014 | Q3 2019 | 19 |
Argent Trust Co | 11 | 3 | 0.02% | 0.15% | 0.53% | Q4 2014 | Q3 2022 | 19 |
Bremer Bank National Association | 19 | 19 | 0.04% | 0.06% | 0.08% | Q1 2019 | Q3 2023 | 19 |
Lowe Wealth Advisors, LLC | 19 | 19 | 0.01% | 2.95% | 4.42% | Q4 2015 | Q2 2020 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.07% | 0.30% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 19 |
Invst, LLC | 19 | 19 | 0.72% | 2.36% | 10.99% | Q1 2019 | Q3 2023 | 19 |
Virtue Capital Management, LLC | 15 | 1 | 0.06% | 1.48% | 5.72% | Q4 2017 | Q3 2023 | 19 |
Archford Capital Strategies, LLC | 13 | 6 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q2 2019 | 19 |
American Financial Advisors, LLC | 19 | 19 | 0.08% | 0.64% | 2.71% | Q1 2019 | Q3 2023 | 19 |
GREENLEAF TRUST | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
TELEMUS CAPITAL, LLC | 8 | 4 | 0.04% | 0.31% | 0.74% | Q1 2016 | Q3 2023 | 19 |
St. James Investment Company, LLC | 19 | 19 | 0.03% | 0.25% | 0.52% | Q1 2018 | Q3 2022 | 19 |
B. Riley Wealth Management, Inc. | 8 | 1 | 0.00% | 0.09% | 0.38% | Q1 2014 | Q2 2022 | 19 |
Aptus Capital Advisors, LLC | 18 | 1 | 0.00% | 0.61% | 11.51% | Q4 2018 | Q3 2023 | 19 |
Visionary Asset Management, Inc. | 8 | 1 | 0.07% | 2.50% | 12.46% | Q2 2013 | Q4 2018 | 19 |
WealthTrust-Arizona, LLC | 19 | 19 | 0.05% | 0.51% | 1.27% | Q2 2013 | Q4 2017 | 19 |
JANUS HENDERSON GROUP PLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 19 |
FIRST INTERSTATE BANK | 18 | 18 | 0.01% | 0.11% | 0.26% | Q3 2015 | Q4 2019 | 18 |
Trek Financial, LLC | 14 | 4 | 0.02% | 2.07% | 26.21% | Q4 2018 | Q3 2023 | 18 |
ASHFORD CAPITAL MANAGEMENT INC | 7 | 1 | 0.05% | 0.64% | 1.22% | Q1 2014 | Q3 2023 | 18 |
Exchange Capital Management, Inc. | 11 | 1 | 0.00% | 0.23% | 0.70% | Q2 2013 | Q3 2023 | 18 |
CX Institutional | 11 | 1 | 0.00% | 0.19% | 0.68% | Q3 2018 | Q3 2023 | 18 |
HighVista Strategies LLC | 18 | 18 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2017 | 18 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.03% | 0.15% | Q3 2018 | Q3 2023 | 18 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 17 | 1 | 0.00% | 0.10% | 0.74% | Q3 2018 | Q3 2023 | 18 |
FAS Wealth Partners, Inc. | 18 | 18 | 0.00% | 1.30% | 5.46% | Q1 2019 | Q2 2023 | 18 |
Cranbrook Wealth Management, LLC | 17 | 1 | 0.02% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 18 |
CreativeOne Wealth, LLC | 18 | 18 | 0.02% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 18 |
BOSTON ADVISORS LLC | 18 | 18 | 0.01% | 0.04% | 0.23% | Q2 2013 | Q3 2017 | 18 |
Trilogy Capital Inc. | 18 | 18 | 0.70% | 1.28% | 2.54% | Q4 2017 | Q1 2022 | 18 |
Wolf Group Capital Advisors | 18 | 18 | 0.74% | 1.22% | 1.73% | Q2 2018 | Q3 2022 | 18 |
PATTON FUND MANAGEMENT, INC. | 18 | 18 | 6.60% | 10.60% | 14.15% | Q2 2019 | Q3 2023 | 18 |
Tidal Investments LLC | 18 | 18 | 0.01% | 0.57% | 1.95% | Q4 2018 | Q1 2023 | 18 |
TRUST CO OF VERMONT | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2022 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 0.11% | 0.20% | 0.32% | Q2 2019 | Q3 2023 | 18 |
SevenBridge Financial Group, LLC | 13 | 1 | 0.01% | 0.21% | 1.06% | Q2 2016 | Q3 2023 | 18 |
IPG Investment Advisors LLC | 10 | 1 | 0.21% | 0.83% | 3.12% | Q2 2017 | Q3 2023 | 18 |
Jefferies Group LLC | 4 | 1 | 0.00% | 0.10% | 0.54% | Q4 2013 | Q1 2022 | 18 |
RWA WEALTH PARTNERS, LLC | 17 | 1 | 0.02% | 0.10% | 0.69% | Q3 2018 | Q1 2023 | 18 |
Almanack Investment Partners, LLC. | 10 | 8 | 0.03% | 0.40% | 1.20% | Q1 2019 | Q3 2023 | 18 |
Diligent Investors, LLC | 18 | 18 | 0.10% | 0.16% | 0.25% | Q2 2019 | Q3 2023 | 18 |
Rice Partnership, LLC | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 18 | 18 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
RATIONAL ADVISORS LLC | 16 | 2 | 0.00% | 1.04% | 7.36% | Q2 2017 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q3 2017 | 18 |
Newfound Research LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2020 | 18 |
CITY HOLDING CO | 12 | 6 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2020 | 18 |
ALTFEST L J & CO INC | 10 | 8 | 0.06% | 1.57% | 6.46% | Q1 2019 | Q3 2023 | 18 |
Community Bank, N.A. | 17 | 1 | 0.08% | 0.13% | 0.21% | Q4 2015 | Q3 2023 | 18 |
ALLIANCEBERNSTEIN L.P. | 10 | 1 | 0.00% | 0.03% | 0.10% | Q1 2014 | Q3 2023 | 18 |
LINCOLN NATIONAL CORP | 17 | 1 | 0.01% | 0.13% | 0.20% | Q4 2018 | Q3 2023 | 18 |
BAR HARBOR TRUST SERVICES | 11 | 1 | 0.00% | 0.22% | 0.55% | Q4 2014 | Q2 2022 | 18 |
Hilton Capital Management, LLC | 8 | 4 | 0.00% | 2.32% | 10.36% | Q4 2015 | Q1 2023 | 18 |
NVWM, LLC | 11 | 1 | 0.01% | 1.55% | 2.96% | Q4 2017 | Q3 2023 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.09% | 0.17% | 0.54% | Q1 2019 | Q2 2023 | 17 |
AVANTAX ADVISORY SERVICES, INC. | 17 | 17 | 0.01% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Prestige Wealth Management Group LLC | 17 | 17 | 0.01% | 1.86% | 15.99% | Q3 2019 | Q3 2023 | 17 |
Arrow Investment Advisors, LLC | 15 | 2 | 4.62% | 7.29% | 12.22% | Q2 2013 | Q2 2020 | 17 |
Csenge Advisory Group | 15 | 1 | 0.00% | 0.55% | 2.24% | Q3 2018 | Q3 2023 | 17 |
Crescent Grove Advisors, LLC | 17 | 17 | 0.03% | 0.14% | 0.64% | Q3 2019 | Q3 2023 | 17 |
HCR Wealth Advisors | 11 | 6 | 0.10% | 0.34% | 0.93% | Q4 2018 | Q3 2023 | 17 |
FARMERS & MERCHANTS INVESTMENTS INC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 17 |
Mutual Advisors, LLC | 14 | 3 | 0.02% | 1.14% | 4.24% | Q2 2019 | Q3 2023 | 17 |
Jacobi Capital Management LLC | 17 | 17 | 0.03% | 0.20% | 1.55% | Q1 2019 | Q1 2023 | 17 |
TFG Advisers LLC | 17 | 17 | 0.14% | 0.23% | 0.36% | Q4 2018 | Q4 2022 | 17 |
LAZARD ASSET MANAGEMENT LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.08% | 0.22% | Q3 2018 | Q3 2023 | 17 |
Shamrock Asset Management LLC | 10 | 1 | 0.01% | 0.39% | 1.19% | Q3 2013 | Q2 2019 | 17 |
NATIONAL PLANNING CORP | 14 | 3 | 0.02% | 0.21% | 1.30% | Q2 2013 | Q4 2017 | 17 |
EAGLE GLOBAL ADVISORS LLC | 17 | 17 | 0.05% | 0.09% | 0.22% | Q3 2019 | Q3 2023 | 17 |
SFMG, LLC | 9 | 1 | 0.04% | 0.27% | 0.56% | Q1 2015 | Q4 2020 | 17 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 17 | 0.57% | 1.13% | 1.89% | Q3 2019 | Q3 2023 | 17 |
WINTRUST INVESTMENTS LLC | 7 | 2 | 0.04% | 1.15% | 18.12% | Q2 2016 | Q1 2023 | 17 |
PINNACLE FINANCIAL PARTNERS INC | 14 | 3 | 0.01% | 0.22% | 0.65% | Q4 2018 | Q3 2023 | 17 |
JUNCTURE WEALTH STRATEGIES, LLC | 15 | 2 | 0.17% | 2.88% | 4.77% | Q4 2014 | Q4 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q2 2017 | 17 |
Virtu Financial LLC | 9 | 1 | 0.02% | 0.11% | 0.34% | Q2 2013 | Q4 2019 | 17 |
Biltmore Wealth Management, LLC | 9 | 4 | 1.01% | 2.85% | 4.75% | Q4 2014 | Q3 2023 | 17 |
GeoWealth Management, LLC | 17 | 17 | 0.02% | 0.21% | 1.18% | Q3 2019 | Q3 2023 | 17 |
SRS Capital Advisors, Inc. | 10 | 3 | 0.00% | 0.61% | 5.70% | Q4 2016 | Q3 2023 | 17 |
Miracle Mile Advisors, LLC | 17 | 17 | 0.04% | 1.38% | 4.71% | Q2 2019 | Q2 2023 | 17 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 17 |
NATIXIS ADVISORS, L.P. | 7 | 1 | 0.01% | 0.05% | 0.13% | Q2 2013 | Q3 2022 | 17 |
Carroll Financial Associates, Inc. | 13 | 1 | 0.00% | 0.04% | 0.43% | Q4 2014 | Q4 2021 | 17 |
Lindbrook Capital, LLC | 12 | 5 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
ProVise Management Group, LLC | 5 | 1 | 0.02% | 0.04% | 0.14% | Q3 2015 | Q3 2023 | 16 |
Darwin Wealth Management, LLC | 15 | 1 | 0.03% | 0.13% | 0.29% | Q4 2017 | Q1 2023 | 16 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q2 2022 | 16 |
NWK Group, Inc. | 16 | 16 | 0.04% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Brouwer & Janachowski, LLC | 15 | 1 | 0.01% | 14.18% | 21.12% | Q2 2015 | Q3 2021 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.04% | 0.15% | 0.64% | Q4 2019 | Q3 2023 | 16 |
SVB WEALTH LLC | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 16 | 16 | 0.06% | 0.30% | 0.52% | Q4 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.07% | 0.16% | 0.27% | Q4 2019 | Q3 2023 | 16 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 6 | 1 | 0.03% | 0.21% | 0.51% | Q1 2017 | Q3 2023 | 16 |
NORTHWEST WEALTH MANAGEMENT, LLC | 11 | 5 | 0.00% | 0.16% | 0.43% | Q1 2018 | Q3 2023 | 16 |
Gunma Bank,Ltd. | 16 | 16 | 17.10% | 19.36% | 27.95% | Q2 2013 | Q1 2017 | 16 |
Jaffetilchin Investment Partners, LLC | 6 | 1 | 0.02% | 0.66% | 1.61% | Q1 2015 | Q4 2022 | 16 |
SPRENG CAPITAL MANAGEMENT, INC. | 16 | 16 | 3.24% | 4.32% | 6.70% | Q4 2019 | Q3 2023 | 16 |
Vanguard Capital Wealth Advisors | 9 | 2 | 0.38% | 0.64% | 1.16% | Q1 2018 | Q3 2023 | 16 |
Perkins Coie Trust Co | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q1 2019 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 16 |
Pacifica Partners Inc. | 16 | 16 | 0.00% | 0.22% | 0.61% | Q1 2020 | Q4 2023 | 16 |
OPPENHEIMER ASSET MANAGEMENT INC. | 13 | 1 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q2 2021 | 16 |
United Asset Strategies, Inc. | 15 | 1 | 0.05% | 0.25% | 0.50% | Q2 2019 | Q3 2023 | 16 |
Braun-Bostich & Associates Inc. | 7 | 2 | 0.03% | 3.38% | 12.90% | Q4 2017 | Q2 2022 | 16 |
STRATEGY ASSET MANAGERS LLC | 16 | 16 | 0.09% | 0.16% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Independent Family Office, LLC | 16 | 16 | 0.08% | 0.53% | 1.38% | Q4 2019 | Q3 2023 | 16 |
Winslow, Evans & Crocker, Inc. | 15 | 1 | 0.00% | 0.01% | 0.08% | Q4 2013 | Q4 2020 | 16 |
CENTRAL TRUST Co | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 16 |
NOMURA HOLDINGS INC | 6 | 1 | 0.00% | 0.05% | 0.39% | Q4 2013 | Q4 2019 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 16 |
PRUDENTIAL PLC | 6 | 1 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q3 2023 | 16 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 3 | 0.01% | 0.69% | 3.38% | Q4 2014 | Q4 2018 | 16 |
Avalon Advisory Group | 16 | 16 | 32.61% | 35.37% | 39.86% | Q4 2019 | Q3 2023 | 16 |
Values First Advisors, Inc. | 16 | 16 | 0.00% | 0.76% | 2.00% | Q4 2019 | Q3 2023 | 16 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.02% | 0.42% | 1.78% | Q2 2017 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Psagot Value Holdings Ltd. | 15 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Rain Capital Management, LLC | 11 | 5 | 3.14% | 13.43% | 29.04% | Q3 2019 | Q3 2023 | 16 |
BOYS ARNOLD & CO INC | 16 | 16 | 0.16% | 0.34% | 0.44% | Q2 2016 | Q1 2020 | 16 |
Kistler-Tiffany Companies, LLC | 9 | 1 | 0.01% | 0.02% | 0.17% | Q3 2013 | Q2 2023 | 16 |
CSS LLC/IL | 9 | 5 | 0.01% | 0.07% | 0.22% | Q1 2018 | Q2 2023 | 15 |
EATON VANCE MANAGEMENT | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2022 | 15 |
GM Advisory Group, LLC | 15 | 15 | 1.59% | 6.51% | 11.70% | Q3 2018 | Q1 2022 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.35% | 0.45% | 0.63% | Q1 2020 | Q3 2023 | 15 |
Virtu KCG Holdings LLC | 11 | 4 | 0.01% | 0.16% | 0.93% | Q3 2013 | Q2 2017 | 15 |
HC Advisors, LLC | 14 | 1 | 2.24% | 4.52% | 13.86% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.07% | 0.19% | 0.48% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.10% | 0.35% | 0.88% | Q2 2016 | Q4 2019 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.01% | 0.20% | 1.23% | Q2 2013 | Q4 2016 | 15 |
Frontier Wealth Management LLC | 10 | 1 | 0.02% | 0.53% | 4.91% | Q4 2014 | Q2 2022 | 15 |
Charles Schwab Investment Advisory, Inc. | 7 | 4 | 0.00% | 0.25% | 1.36% | Q2 2016 | Q3 2023 | 15 |
USA FINANCIAL FORMULAS | 4 | 1 | 0.01% | 0.57% | 1.68% | Q2 2015 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.53% | 1.19% | 2.09% | Q1 2020 | Q3 2023 | 15 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 13 | 2 | 0.00% | 1.83% | 9.29% | Q4 2017 | Q2 2022 | 15 |
Rampart Investment Management Company, LLC | 5 | 1 | 0.01% | 0.04% | 0.15% | Q4 2014 | Q1 2020 | 15 |
Faithward Advisors, LLC | 11 | 4 | 0.18% | 4.11% | 12.71% | Q4 2019 | Q3 2023 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2020 | 15 |
Pinnacle Bancorp, Inc. | 15 | 15 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 15 |
J.W. COLE ADVISORS, INC. | 8 | 7 | 0.02% | 0.34% | 2.82% | Q4 2019 | Q3 2023 | 15 |
Crewe Advisors LLC | 13 | 2 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q4 2022 | 15 |
Choate Investment Advisors | 15 | 15 | 0.04% | 2.68% | 10.36% | Q1 2020 | Q3 2023 | 15 |
FLC Capital Advisors | 15 | 15 | 0.06% | 0.26% | 0.86% | Q4 2018 | Q2 2022 | 15 |
Quantitative Advantage, LLC | 14 | 1 | 0.40% | 1.88% | 2.75% | Q3 2013 | Q4 2017 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
Destination Wealth Management | 8 | 1 | 0.00% | 0.02% | 0.09% | Q2 2015 | Q3 2022 | 15 |
Equitable Holdings, Inc. | 15 | 15 | 0.00% | 0.02% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Aspire Private Capital, LLC | 14 | 1 | 0.00% | 0.13% | 1.02% | Q2 2019 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 15 |
ANCHOR CAPITAL ADVISORS LLC | 15 | 15 | 0.26% | 0.39% | 0.55% | Q1 2020 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 1 | 0.01% | 0.21% | 0.55% | Q1 2013 | Q3 2023 | 14 |
VICTORY CAPITAL MANAGEMENT INC | 12 | 2 | 0.02% | 0.07% | 0.24% | Q3 2019 | Q3 2023 | 14 |
BADGLEY PHELPS & BELL INC | 14 | 14 | 0.31% | 0.66% | 1.65% | Q3 2017 | Q4 2020 | 14 |
Strategic Wealth Partners, Ltd. | 12 | 2 | 0.00% | 1.01% | 3.37% | Q2 2019 | Q1 2023 | 14 |
WestEnd Advisors, LLC | 9 | 2 | 0.00% | 0.14% | 0.96% | Q1 2016 | Q3 2023 | 14 |
Prime Capital Investment Advisors, LLC | 8 | 6 | 0.02% | 0.45% | 3.05% | Q2 2019 | Q3 2023 | 14 |
SimpliFi, Inc. | 14 | 14 | 0.19% | 0.30% | 0.55% | Q2 2020 | Q3 2023 | 14 |
SCS Capital Management LLC | 14 | 14 | 0.01% | 3.71% | 22.66% | Q2 2019 | Q3 2022 | 14 |
Saba Capital Management, L.P. | 5 | 5 | 0.03% | 6.15% | 11.49% | Q4 2017 | Q4 2018 | 14 |
NAVELLIER & ASSOCIATES INC | 5 | 1 | 0.03% | 2.55% | 20.85% | Q4 2012 | Q2 2023 | 14 |
CWA Asset Management Group, LLC | 8 | 6 | 0.02% | 0.18% | 0.58% | Q1 2020 | Q3 2023 | 14 |
Koshinski Asset Management, Inc. | 12 | 2 | 0.04% | 0.07% | 0.15% | Q1 2020 | Q3 2023 | 14 |
Boltwood Capital Management | 14 | 14 | 0.17% | 0.84% | 1.47% | Q3 2020 | Q4 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.31% | 0.76% | 1.75% | Q3 2020 | Q4 2023 | 14 |
Retirement Group, LLC | 9 | 1 | 0.01% | 0.03% | 0.28% | Q4 2019 | Q3 2023 | 14 |
TOWNSQUARE CAPITAL LLC | 9 | 5 | 0.03% | 0.30% | 0.60% | Q3 2019 | Q3 2023 | 14 |
Laffer Tengler Investments, Inc. | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
UBS AG | 6 | 6 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2014 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.07% | 0.17% | 0.22% | Q3 2014 | Q4 2017 | 14 |
WASHINGTON TRUST BANK | 5 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2020 | 14 |
Madison Asset Management, LLC | 9 | 1 | 0.01% | 0.30% | 1.40% | Q4 2019 | Q3 2023 | 14 |
Weaver Consulting Group | 14 | 14 | 0.11% | 0.83% | 2.18% | Q1 2019 | Q2 2022 | 14 |
Ameritas Investment Partners, Inc. | 10 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2021 | 14 |
Weatherstone Capital Management | 8 | 1 | 0.20% | 4.53% | 18.80% | Q2 2014 | Q1 2018 | 14 |
NatWest Group plc | 14 | 14 | 0.01% | 0.12% | 0.38% | Q3 2013 | Q4 2016 | 14 |
STABLEFORD CAPITAL II LLC | 13 | 1 | 3.57% | 8.62% | 16.26% | Q4 2018 | Q2 2022 | 14 |
Wealth Quarterback LLC | 6 | 1 | 0.23% | 1.94% | 8.19% | Q1 1987 | Q3 2023 | 14 |
BANQUE PICTET & CIE SA | 6 | 1 | 0.01% | 0.08% | 0.23% | Q1 2015 | Q3 2023 | 14 |
CENTAURUS FINANCIAL, INC. | 12 | 1 | 0.01% | 0.16% | 0.45% | Q2 2018 | Q2 2023 | 14 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 14 | 14 | 1.72% | 2.23% | 3.10% | Q2 2020 | Q3 2023 | 14 |
DUBUQUE BANK & TRUST CO | 12 | 1 | 0.02% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 14 |
Aprio Wealth Management, LLC | 9 | 5 | 0.14% | 0.42% | 1.30% | Q4 2019 | Q2 2023 | 14 |
Kingfisher Capital LLC | 14 | 14 | 0.56% | 1.06% | 2.67% | Q4 2016 | Q1 2020 | 14 |
Connecticut Wealth Management, LLC | 14 | 14 | 0.11% | 0.33% | 0.53% | Q2 2019 | Q3 2022 | 14 |
Bach Option Ltd | 7 | 7 | 0.33% | 0.48% | 0.59% | Q2 2018 | Q4 2019 | 14 |
Members Trust Co | 5 | 1 | 0.01% | 1.44% | 9.24% | Q2 2016 | Q3 2023 | 14 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.03% | 0.48% | 1.91% | Q3 2016 | Q2 2023 | 14 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.01% | 0.04% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Innova Wealth Partners | 12 | 12 | 0.02% | 6.67% | 15.75% | Q4 2020 | Q3 2023 | 13 |
Sculptor Capital LP | 7 | 7 | 0.05% | 0.22% | 0.36% | Q1 2018 | Q3 2019 | 13 |
Mosaic Family Wealth, LLC | 13 | 13 | 0.00% | 0.09% | 0.20% | Q4 2015 | Q4 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.08% | 0.12% | 0.23% | Q3 2020 | Q3 2023 | 13 |
Lombard Odier Asset Management (USA) Corp | 5 | 4 | 0.04% | 1.58% | 7.58% | Q2 2021 | Q3 2023 | 13 |
Beacon Wealthcare, Inc | 13 | 13 | 30.45% | 34.21% | 40.12% | Q4 2017 | Q4 2020 | 13 |
Estate Counselors, LLC | 8 | 1 | 0.94% | 1.49% | 2.17% | Q1 2016 | Q3 2022 | 13 |
Argentus Capital Management, LLC | 8 | 5 | 0.13% | 1.15% | 3.95% | Q2 2013 | Q3 2016 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.06% | 0.32% | 0.69% | Q3 2020 | Q3 2023 | 13 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 3 | 0.01% | 0.08% | 0.32% | Q2 2018 | Q3 2023 | 13 |
O'Dell Group, LLC | 11 | 1 | 0.00% | 3.76% | 9.96% | Q3 2019 | Q2 2023 | 13 |
Barrington Strategic Wealth Management Group LLC | 12 | 1 | 0.32% | 2.01% | 4.62% | Q2 2013 | Q3 2017 | 13 |
Blue Sky Asset Management, LLC | 6 | 2 | 1.17% | 8.48% | 41.88% | Q1 2017 | Q4 2020 | 13 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 13 | 0.03% | 0.28% | 0.51% | Q3 2020 | Q3 2023 | 13 |
BOOTHBAY FUND MANAGEMENT, LLC | 9 | 2 | 0.01% | 0.05% | 0.23% | Q4 2020 | Q3 2023 | 13 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 13 |
WHITTIER TRUST CO | 7 | 2 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2021 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 13 |
BOENNING & SCATTERGOOD, INC. | 13 | 13 | 0.04% | 0.06% | 0.10% | Q4 2019 | Q4 2022 | 13 |
CONTINENTAL ADVISORS LLC | 9 | 3 | 0.94% | 2.75% | 5.15% | Q2 2013 | Q1 2017 | 13 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 13 | 13 | 1.63% | 3.59% | 8.34% | Q2 2013 | Q2 2016 | 13 |
Vectors Research Management, LLC | 13 | 13 | 0.00% | 0.16% | 0.31% | Q4 2019 | Q4 2022 | 13 |
Barber Financial Group, Inc. | 13 | 13 | 0.05% | 2.56% | 8.91% | Q1 2020 | Q1 2023 | 13 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 13 |
Vigilant Capital Management, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 13 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 6 | 1 | 0.20% | 0.73% | 1.60% | Q1 2018 | Q4 2023 | 13 |
MGO ONE SEVEN LLC | 5 | 1 | 0.01% | 0.08% | 0.22% | Q4 2017 | Q3 2023 | 13 |
BFSG, LLC | 13 | 13 | 0.63% | 1.24% | 2.45% | Q3 2019 | Q3 2022 | 13 |
Lyons Wealth Management, LLC. | 9 | 1 | 0.31% | 5.99% | 19.14% | Q2 2014 | Q4 2019 | 13 |
Financial Advisory Group | 11 | 1 | 1.04% | 10.51% | 14.01% | Q1 2016 | Q3 2023 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.01% | 0.30% | 1.15% | Q2 2014 | Q2 2017 | 13 |
Prism Advisors, Inc. | 13 | 13 | 0.09% | 0.11% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Stratos Wealth Advisors, LLC | 13 | 13 | 0.00% | 0.19% | 0.59% | Q1 2020 | Q1 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.24% | 0.47% | 0.95% | Q2 2013 | Q2 2016 | 13 |
Dynamic Advisor Solutions LLC | 8 | 5 | 0.02% | 0.11% | 0.36% | Q1 2020 | Q3 2023 | 13 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.16% | 0.52% | Q2 2013 | Q3 2022 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q3 2019 | 13 |
Mount Lucas Management LP | 5 | 2 | 0.07% | 3.26% | 12.77% | Q1 2016 | Q4 2021 | 13 |
Lenox Wealth Management, Inc. | 13 | 13 | 0.00% | 0.10% | 1.20% | Q2 2017 | Q2 2020 | 13 |
Johnson Financial Group, Inc. | 11 | 2 | 0.00% | 1.73% | 6.65% | Q2 2016 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.18% | 0.45% | 1.41% | Q2 2013 | Q2 2016 | 13 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 13 |
Mizuho Trust & Banking Co., Ltd. | 8 | 1 | 0.05% | 4.87% | 17.53% | Q4 2014 | Q4 2019 | 13 |
CI INVESTMENTS INC. | 10 | 3 | 0.02% | 0.19% | 0.57% | Q3 2016 | Q3 2022 | 13 |
Truvestments Capital LLC | 12 | 12 | 0.01% | 0.17% | 0.44% | Q3 2020 | Q2 2023 | 12 |
Horan Securities, Inc. | 8 | 4 | 0.42% | 0.58% | 0.67% | Q3 2020 | Q3 2023 | 12 |
MASON STREET ADVISORS, LLC | 12 | 12 | 0.04% | 0.14% | 0.22% | Q1 2014 | Q4 2016 | 12 |
NorthCoast Asset Management LLC | 12 | 12 | 0.03% | 0.48% | 1.00% | Q4 2018 | Q3 2021 | 12 |
4J Wealth Management LLC | 12 | 12 | 0.48% | 0.55% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 5.80% | 8.11% | 10.78% | Q4 2020 | Q3 2023 | 12 |
Beacon Wealthcare LLC | 12 | 12 | 19.29% | 27.73% | 32.50% | Q1 2021 | Q4 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 1.04% | 1.17% | 1.30% | Q4 2020 | Q3 2023 | 12 |
HARBOR INVESTMENT ADVISORY, LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 12 |
Risk Paradigm Group, LLC | 11 | 1 | 0.96% | 3.47% | 10.03% | Q1 2015 | Q1 2018 | 12 |
DRW Securities, LLC | 8 | 1 | 0.03% | 0.19% | 0.81% | Q2 2013 | Q4 2019 | 12 |
Renasant Bank | 12 | 12 | 0.26% | 0.33% | 0.41% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Orion Portfolio Solutions, LLC | 6 | 6 | 0.02% | 0.08% | 0.32% | Q4 2019 | Q3 2023 | 12 |
Seascape Capital Management | 12 | 12 | 0.92% | 2.32% | 6.20% | Q4 2019 | Q3 2022 | 12 |
WHITTIER TRUST CO OF NEVADA INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 12 |
M Holdings Securities, Inc. | 6 | 2 | 0.07% | 0.85% | 1.36% | Q2 2017 | Q4 2022 | 12 |
Moloney Securities Asset Management, LLC | 7 | 5 | 0.08% | 1.33% | 8.47% | Q4 2016 | Q2 2023 | 12 |
RFG Advisory, LLC | 8 | 2 | 0.01% | 0.07% | 0.15% | Q2 2018 | Q2 2023 | 12 |
Windham Capital Management, LLC | 9 | 3 | 0.05% | 7.13% | 41.98% | Q1 2020 | Q1 2023 | 12 |
INNEALTA CAPITAL, LLC | 12 | 12 | 0.31% | 3.30% | 8.49% | Q2 2019 | Q1 2022 | 12 |
Nationwide Fund Advisors | 12 | 12 | 3.02% | 20.74% | 26.82% | Q4 2020 | Q3 2023 | 12 |
Israel Discount Bank of New York | 9 | 1 | 0.01% | 1.92% | 3.36% | Q4 2018 | Q3 2023 | 12 |
NORTHERN TRUST CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2021 | 12 |
SkyOak Wealth, LLC | 7 | 5 | 0.08% | 0.63% | 1.38% | Q2 2020 | Q3 2023 | 12 |
KANALY TRUST CO | 10 | 2 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q4 2016 | 12 |
Clearstead Advisors, LLC | 11 | 1 | 0.00% | 0.65% | 1.88% | Q2 2019 | Q3 2023 | 12 |
Capital Advisors, Ltd. LLC | 8 | 4 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q2 2019 | 12 |
Crabel Capital Management, LLC | 5 | 3 | 0.25% | 1.33% | 3.31% | Q2 2020 | Q3 2023 | 12 |
Leelyn Smith, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2022 | 12 |
BOSTON FINANCIAL MANGEMENT LLC | 7 | 5 | 0.04% | 0.32% | 0.70% | Q2 2016 | Q3 2023 | 12 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 6 | 3 | 0.00% | 0.12% | 0.38% | Q4 2016 | Q3 2023 | 12 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 12 |
SVA Wealth Management, LLC | 11 | 1 | 0.27% | 6.37% | 12.82% | Q4 2017 | Q4 2020 | 12 |
HHM Wealth Advisors, LLC | 9 | 3 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Palisade Asset Management, LLC | 9 | 3 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 12 |
Dorsey & Whitney Trust CO LLC | 6 | 1 | 0.06% | 0.20% | 0.43% | Q3 2016 | Q4 2022 | 11 |
CAMBRIDGE TRUST CO | 11 | 11 | 0.66% | 1.19% | 2.56% | Q1 2021 | Q3 2023 | 11 |
BAR HARBOR WEALTH MANAGEMENT | 4 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 11 |
Twin Tree Management, LP | 11 | 11 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2022 | 11 |
Savior LLC | 6 | 5 | 0.00% | 0.55% | 2.36% | Q1 2020 | Q3 2023 | 11 |
MOULTON WEALTH MANAGEMENT, INC | 7 | 4 | 0.98% | 13.08% | 35.13% | Q1 2020 | Q3 2023 | 11 |
Berman Capital Advisors, LLC | 11 | 11 | 0.03% | 0.05% | 0.07% | Q1 2019 | Q3 2021 | 11 |
INTEGRAL DERIVATIVES, LLC | 3 | 2 | 0.02% | 0.04% | 0.11% | Q1 2015 | Q1 2018 | 11 |
Icon Wealth Partners, LLC | 3 | 1 | 0.00% | 0.09% | 0.29% | Q4 2017 | Q3 2023 | 11 |
BRAVE ASSET MANAGEMENT INC | 9 | 1 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q4 2017 | 11 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 11 | 11 | 0.02% | 0.35% | 0.93% | Q1 2019 | Q3 2021 | 11 |
PRIVATE TRUST CO NA | 6 | 2 | 0.00% | 0.04% | 0.10% | Q1 2013 | Q3 2023 | 11 |
PINNACLE ASSOCIATES LTD | 11 | 11 | 0.01% | 0.04% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Carmichael Hill & Associates, Inc. | 11 | 11 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q2 2022 | 11 |
FIFTH THIRD SECURITIES, INC. | 6 | 1 | 0.25% | 1.03% | 2.20% | Q4 2017 | Q3 2023 | 11 |
Ridgewood Investments LLC | 11 | 11 | 0.20% | 0.26% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Polaris Wealth Advisory Group, LLC | 5 | 1 | 0.00% | 2.86% | 5.13% | Q3 2018 | Q3 2023 | 11 |
Bison Wealth, LLC | 11 | 11 | 0.00% | 0.05% | 0.21% | Q4 2019 | Q2 2022 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.12% | 0.73% | 1.15% | Q4 2016 | Q3 2023 | 11 |
Carnegie Capital Asset Management, LLC | 6 | 5 | 0.03% | 0.09% | 0.17% | Q3 2015 | Q1 2020 | 11 |
Hexagon Capital Partners LLC | 11 | 11 | 0.00% | 0.14% | 0.47% | Q1 2021 | Q3 2023 | 11 |
Global Wealth Management Investment Advisory, Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 11 |
WRAPMANAGER INC | 7 | 4 | 0.08% | 1.98% | 3.74% | Q3 2012 | Q4 2017 | 11 |
High Falls Advisors, Inc | 4 | 1 | 0.03% | 0.69% | 5.88% | Q4 2015 | Q3 2023 | 11 |
Cerity Partners LLC | 7 | 4 | 0.00% | 0.18% | 0.45% | Q4 2020 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.06% | 0.28% | 0.49% | Q1 2014 | Q1 2017 | 11 |
Main Street Financial Solutions, LLC | 6 | 5 | 0.12% | 0.36% | 0.84% | Q4 2020 | Q3 2023 | 11 |
Pensionmark Financial Group, LLC | 8 | 3 | 0.05% | 0.43% | 0.82% | Q1 2020 | Q3 2023 | 11 |
Ciovacco Capital Management LLC | 11 | 11 | 0.23% | 2.05% | 6.91% | Q4 2020 | Q2 2023 | 11 |
American Institute for Advanced Investment Management, LLP | 11 | 11 | 0.19% | 1.41% | 3.07% | Q4 2019 | Q2 2022 | 11 |
MA Private Wealth | 11 | 11 | 0.23% | 0.34% | 0.50% | Q4 2018 | Q2 2021 | 11 |
Ken Stern & Associates, Inc. | 11 | 11 | 4.12% | 5.06% | 7.70% | Q1 2016 | Q3 2018 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.23% | 0.46% | Q1 2021 | Q3 2023 | 11 |
VIEWPOINT INVESTMENT PARTNERS CORP | 10 | 1 | 0.22% | 0.44% | 1.07% | Q4 2018 | Q3 2021 | 11 |
V Wealth Advisors LLC | 8 | 3 | 0.07% | 0.21% | 0.32% | Q1 2017 | Q4 2020 | 11 |
Cornerstone Wealth Management, LLC | 8 | 1 | 0.08% | 0.23% | 0.54% | Q1 2016 | Q3 2019 | 11 |
Royal Fund Management, LLC | 5 | 1 | 0.00% | 0.53% | 1.71% | Q1 2017 | Q3 2022 | 11 |
Klingman & Associates, LLC | 11 | 11 | 0.06% | 0.10% | 0.14% | Q4 2014 | Q2 2017 | 11 |
Avidian Wealth Solutions, LLC | 8 | 3 | 0.02% | 0.08% | 0.38% | Q2 2020 | Q3 2023 | 11 |
Tiller Private Wealth, Inc. | 11 | 11 | 0.14% | 0.23% | 0.48% | Q1 2018 | Q3 2020 | 11 |
SevenOneSeven Capital Management | 11 | 11 | 3.05% | 3.58% | 5.84% | Q1 2021 | Q3 2023 | 11 |
Argent Advisors, Inc. | 11 | 11 | 0.10% | 0.39% | 0.55% | Q3 2020 | Q1 2023 | 11 |
Robertson Stephens Wealth Management, LLC | 11 | 11 | 0.05% | 0.13% | 0.25% | Q4 2020 | Q2 2023 | 11 |
Calamos Wealth Management LLC | 6 | 1 | 0.03% | 0.06% | 0.11% | Q3 2015 | Q1 2022 | 11 |
Kovack Advisors, Inc. | 9 | 1 | 0.02% | 0.06% | 0.19% | Q1 2016 | Q3 2023 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 6 | 2 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2023 | 11 |
BENJAMIN EDWARDS INC | 7 | 1 | 0.04% | 0.49% | 1.52% | Q3 2019 | Q4 2022 | 11 |
Noven Financial Group, Inc. | 8 | 1 | 0.16% | 6.63% | 20.16% | Q3 2015 | Q1 2020 | 11 |
CABANA LLC | 5 | 1 | 0.02% | 3.17% | 14.61% | Q4 2017 | Q2 2021 | 10 |
FINANCIAL & INVESTMENT MANAGEMENT GROUP LTD | 9 | 1 | 0.08% | 1.07% | 1.37% | Q1 2016 | Q4 2018 | 10 |
SHEETS SMITH WEALTH MANAGEMENT | 5 | 1 | 0.04% | 0.23% | 0.35% | Q2 2017 | Q1 2021 | 10 |
ALESCO ADVISORS LLC | 8 | 2 | 0.02% | 0.07% | 0.24% | Q2 2013 | Q2 2021 | 10 |
Strategic Point Investment Advisors, LLC | 6 | 4 | 0.04% | 2.19% | 5.74% | Q1 2020 | Q3 2023 | 10 |
WBI INVESTMENTS, LLC | 5 | 1 | 0.24% | 1.44% | 2.93% | Q1 2015 | Q3 2019 | 10 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q3 2023 | 10 |
Barrett Asset Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2018 | 10 |
Day & Ennis, LLC | 7 | 3 | 0.09% | 0.54% | 1.48% | Q1 2017 | Q1 2021 | 10 |
Pension Partners, LLC | 4 | 1 | 12.91% | 24.93% | 29.25% | Q1 2014 | Q1 2018 | 10 |
FineMark National Bank & Trust | 4 | 1 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q4 2019 | 10 |
Simply Money Advisors | 8 | 2 | 0.00% | 0.77% | 6.18% | Q2 2013 | Q1 2018 | 10 |
Executive Wealth Management, LLC | 7 | 3 | 0.00% | 0.47% | 0.80% | Q4 2018 | Q3 2023 | 10 |
Knowledge Leaders Capital, LLC | 6 | 1 | 0.09% | 3.13% | 17.03% | Q1 2016 | Q2 2023 | 10 |
Antonetti Capital Management LLC | 9 | 1 | 4.09% | 6.02% | 8.93% | Q2 2010 | Q3 2023 | 10 |
Tuttle Capital Management, LLC | 6 | 1 | 0.08% | 2.54% | 7.50% | Q3 2014 | Q2 2021 | 10 |
Fullerton Fund Management Co Ltd. | 9 | 1 | 0.16% | 1.38% | 6.29% | Q4 2019 | Q3 2023 | 10 |
Dakota Wealth Management | 5 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 10 |
Pinnacle Wealth Management Advisory Group, LLC | 6 | 4 | 0.03% | 0.17% | 0.49% | Q1 2021 | Q3 2023 | 10 |
StrategIQ Financial Group, LLC | 7 | 1 | 0.02% | 0.11% | 0.15% | Q3 2016 | Q1 2023 | 10 |
Stone House Investment Management, LLC | 10 | 10 | 0.12% | 1.10% | 3.23% | Q4 2016 | Q1 2019 | 10 |
Measured Wealth Private Client Group, LLC | 6 | 1 | 0.11% | 0.90% | 1.64% | Q3 2017 | Q3 2020 | 10 |
Private Capital Group, LLC | 7 | 3 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q4 2020 | 10 |
Fulcrum Equity Management | 4 | 1 | 0.08% | 6.37% | 53.10% | Q4 2018 | Q4 2022 | 10 |
Cresset Asset Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 10 |
EWG Elevate Inc. | 9 | 1 | 0.06% | 0.27% | 0.58% | Q4 2019 | Q4 2022 | 10 |
Cedar Brook Financial Partners, LLC | 3 | 1 | 0.05% | 0.17% | 0.44% | Q1 2019 | Q3 2023 | 10 |
Ferguson Shapiro LLC | 6 | 4 | 0.13% | 11.34% | 35.62% | Q4 2019 | Q3 2022 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.09% | 0.26% | Q2 2019 | Q3 2021 | 10 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 4 | 2 | 0.84% | 1.71% | 3.49% | Q3 2019 | Q3 2022 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
Sowa Financial Group, Inc. | 10 | 10 | 0.14% | 0.78% | 2.13% | Q4 2019 | Q1 2022 | 10 |
Affinity Capital Advisors, LLC | 10 | 10 | 0.07% | 0.29% | 0.66% | Q4 2019 | Q1 2022 | 10 |
Kinloch Capital, LLC | 8 | 1 | 0.20% | 0.25% | 0.32% | Q4 2020 | Q3 2023 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.03% | 0.12% | 0.20% | Q4 2020 | Q1 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.10% | Q4 2020 | Q1 2023 | 10 |
Rede Wealth, LLC | 8 | 2 | 0.11% | 0.17% | 0.25% | Q4 2020 | Q2 2023 | 10 |
Lumature Wealth Partners, LLC | 9 | 1 | 0.00% | 0.51% | 0.93% | Q4 2020 | Q2 2023 | 10 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 7 | 3 | 0.19% | 0.23% | 0.29% | Q4 2020 | Q3 2023 | 10 |
Continuum Advisory, LLC | 10 | 10 | 0.07% | 0.28% | 1.39% | Q2 2021 | Q3 2023 | 10 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.10% | 0.42% | Q1 2022 | Q3 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.06% | 0.34% | 0.59% | Q4 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.03% | 0.09% | Q1 2021 | Q3 2023 | 10 |
WISCONSIN CAPITAL MANAGEMENT LLC | 6 | 1 | 0.15% | 0.65% | 1.26% | Q4 2018 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.32% | 1.06% | Q3 2020 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 9 |
FIRST CITIZENS BANK & TRUST CO | 9 | 9 | 0.01% | 0.02% | 0.05% | Q3 2021 | Q3 2023 | 9 |
Mader & Shannon Wealth Management, Inc. | 6 | 1 | 2.33% | 13.33% | 19.85% | Q4 2015 | Q1 2020 | 9 |
Fernwood Investment Management, LLC | 8 | 1 | 0.09% | 0.15% | 0.22% | Q4 2018 | Q3 2021 | 9 |
Squar Milner Financial Services LLC | 9 | 9 | 0.02% | 0.29% | 1.07% | Q2 2018 | Q2 2020 | 9 |
Wealth Alliance | 4 | 1 | 0.08% | 1.17% | 3.13% | Q4 2019 | Q2 2023 | 9 |
WOLFF WIESE MAGANA LLC | 9 | 9 | 0.01% | 0.15% | 0.20% | Q4 2020 | Q4 2022 | 9 |
Tarbox Family Office, Inc. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2022 | 9 |
RPG Investment Advisory, LLC | 9 | 9 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q2 2019 | 9 |
Crew Capital Management, Ltd. | 7 | 2 | 0.26% | 0.59% | 0.84% | Q1 2021 | Q2 2023 | 9 |
Clearview Wealth Advisors LLC | 8 | 1 | 0.01% | 0.28% | 2.32% | Q4 2020 | Q2 2023 | 9 |
Covenant Multifamily Offices, LLC | 8 | 1 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q1 2019 | 9 |
Silverleafe Capital Partners, LLC | 4 | 2 | 1.27% | 1.69% | 2.06% | Q4 2017 | Q4 2023 | 9 |
NKCFO LLC | 4 | 1 | 0.07% | 0.57% | 1.56% | Q3 2019 | Q2 2023 | 9 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 4 | 0.17% | 0.25% | 0.36% | Q4 2020 | Q3 2023 | 9 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2023 | 9 |
Solstein Capital, LLC | 8 | 1 | 0.01% | 0.66% | 1.63% | Q2 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.18% | 0.46% | 0.65% | Q4 2019 | Q3 2023 | 9 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.05% | 0.86% | 2.34% | Q4 2018 | Q3 2023 | 9 |
COMERICA SECURITIES,INC. | 4 | 1 | 0.02% | 0.11% | 0.49% | Q3 2019 | Q3 2023 | 9 |
PATRON PARTNERS, LLC | 9 | 9 | 0.42% | 0.51% | 0.69% | Q4 2020 | Q4 2022 | 9 |
Joseph P. Lucia & Associates, LLC | 7 | 2 | 0.03% | 0.20% | 0.91% | Q1 2020 | Q2 2022 | 9 |
HNP Capital LLC | 9 | 9 | 0.13% | 0.24% | 0.33% | Q4 2020 | Q4 2022 | 9 |
CURIAN CAPITAL LLC | 8 | 1 | 0.11% | 0.21% | 0.31% | Q2 2013 | Q4 2015 | 9 |
Busey Bank | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Richard Bernstein Advisors LLC | 9 | 9 | 2.78% | 2.92% | 3.30% | Q4 2020 | Q4 2022 | 9 |
Sunbelt Securities, Inc. | 8 | 1 | 0.03% | 0.10% | 0.15% | Q3 2019 | Q3 2023 | 9 |
IFG Advisory, LLC | 4 | 1 | 0.02% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 9 |
CITY NATIONAL BANK | 9 | 9 | 0.01% | 0.41% | 0.70% | Q3 2013 | Q3 2015 | 9 |
RITHOLTZ WEALTH MANAGEMENT | 9 | 9 | 0.21% | 0.24% | 0.26% | Q1 2020 | Q1 2022 | 9 |
JT Stratford LLC | 5 | 4 | 0.13% | 0.23% | 0.35% | Q2 2020 | Q3 2023 | 9 |
Titan Capital Management, LLC /TX | 9 | 9 | 0.62% | 12.02% | 18.51% | Q4 2018 | Q4 2020 | 9 |
RPg Family Wealth Advisory, LLC | 7 | 1 | 0.01% | 0.29% | 2.06% | Q1 2017 | Q3 2023 | 9 |
FIRST HAWAIIAN BANK | 6 | 3 | 0.02% | 0.20% | 0.32% | Q1 2021 | Q3 2023 | 9 |
SHEPHERD KAPLAN KROCHUK, LLC | 9 | 9 | 0.03% | 0.12% | 0.22% | Q3 2014 | Q3 2016 | 9 |
Evercore Wealth Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2021 | 9 |
BLACKROCK ADVISORS LLC | 9 | 9 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q4 2016 | 9 |
55I, LLC | 9 | 9 | 0.06% | 0.39% | 0.80% | Q1 2020 | Q1 2022 | 9 |
Ameritas Investment Company, LLC | 9 | 9 | 0.01% | 0.18% | 0.39% | Q3 2019 | Q3 2021 | 9 |
Altium Wealth Management LLC | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q2 2022 | 9 |
FIRETHORN WEALTH PARTNERS, LLC | 5 | 1 | 0.15% | 0.27% | 0.54% | Q4 2020 | Q2 2023 | 9 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 6 | 3 | 0.03% | 0.08% | 0.16% | Q2 2016 | Q4 2018 | 9 |
Karp Capital Management Corp | 8 | 1 | 0.10% | 1.05% | 1.96% | Q4 2018 | Q3 2022 | 9 |
Bridge Advisory, LLC | 5 | 4 | 0.12% | 0.56% | 1.82% | Q1 2021 | Q3 2023 | 9 |
Rosenberg Matthew Hamilton | 9 | 9 | 0.03% | 0.10% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Ledyard National Bank | 5 | 4 | 0.02% | 0.02% | 0.04% | Q4 2017 | Q1 2020 | 9 |
Clarity Financial LLC | 6 | 1 | 0.09% | 1.91% | 4.86% | Q4 2020 | Q3 2023 | 9 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 7 | 1 | 0.01% | 0.15% | 0.25% | Q2 2018 | Q3 2022 | 9 |
AMG National Trust Bank | 9 | 9 | 0.04% | 0.07% | 0.10% | Q2 2020 | Q2 2022 | 9 |
RDA Financial Network | 7 | 2 | 0.11% | 0.25% | 0.41% | Q3 2020 | Q4 2022 | 9 |
Covington Capital Management | 9 | 9 | 0.00% | 0.02% | 0.09% | Q1 2020 | Q1 2022 | 9 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
QUATTRO FINANCIAL ADVISORS LLC | 4 | 1 | 0.12% | 4.44% | 7.62% | Q1 2017 | Q1 2020 | 9 |
UNITED BANK | 9 | 9 | 0.90% | 3.87% | 5.86% | Q1 2019 | Q1 2021 | 9 |
Invesco Ltd. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
Veritable, L.P. | 8 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2016 | 9 |
NinePointTwo Capital LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
DUNCKER STREETT & CO INC | 5 | 3 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2023 | 8 |
DRIVE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.10% | 0.45% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Amundi | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AUA CAPITAL MANAGEMENT, LLC | 8 | 8 | 1.50% | 4.00% | 12.61% | Q4 2016 | Q3 2018 | 8 |
Western Wealth Management, LLC | 4 | 1 | 0.01% | 0.63% | 2.68% | Q2 2019 | Q3 2022 | 8 |
McKinley Carter Wealth Services, Inc. | 8 | 8 | 0.03% | 0.10% | 0.26% | Q4 2020 | Q3 2022 | 8 |
Pacific Wealth Management | 8 | 8 | 3.76% | 4.87% | 7.04% | Q4 2021 | Q3 2023 | 8 |
Modera Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
AdvicePeriod, LLC | 6 | 1 | 0.03% | 1.19% | 2.82% | Q4 2017 | Q1 2021 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 0.02% | 1.11% | 1.68% | Q4 2021 | Q3 2023 | 8 |
Madden Advisory Services, Inc. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2017 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Walker Asset Management, LLC | 8 | 8 | 0.18% | 0.21% | 0.24% | Q1 2022 | Q4 2023 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.07% | 0.27% | 0.60% | Q4 2021 | Q3 2023 | 8 |
SBB Research Group LLC | 8 | 8 | 0.15% | 0.82% | 1.43% | Q4 2021 | Q3 2023 | 8 |
Burns Matteson Capital Management, LLC | 8 | 8 | 0.20% | 3.83% | 10.10% | Q4 2020 | Q3 2022 | 8 |
ETF Store, Inc. | 8 | 8 | 1.49% | 1.76% | 1.98% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.28% | 0.76% | Q4 2021 | Q3 2023 | 8 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 6 | 1 | 0.00% | 0.07% | 0.22% | Q1 2019 | Q4 2022 | 8 |
Good Harbor Financial, LLC | 8 | 8 | 0.01% | 4.87% | 21.33% | Q4 2013 | Q3 2015 | 8 |
Clean Yield Group | 3 | 1 | 0.00% | 0.08% | 0.17% | Q2 2016 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Newman Dignan & Sheerar, Inc. | 8 | 8 | 0.01% | 0.09% | 0.16% | Q1 2019 | Q4 2020 | 8 |
GREENUP STREET WEALTH MANAGEMENT LLC | 8 | 8 | 0.53% | 0.88% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 1.25% | 3.18% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
OLIO Financial Planning | 8 | 8 | 1.39% | 4.05% | 7.01% | Q4 2021 | Q3 2023 | 8 |
SINECERA CAPITAL, LLC | 8 | 8 | 7.82% | 13.02% | 16.91% | Q4 2021 | Q3 2023 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 2.24% | 3.28% | 4.16% | Q4 2021 | Q3 2023 | 8 |
CAPE COD FIVE CENTS SAVINGS BANK | 8 | 8 | 0.05% | 0.09% | 0.18% | Q4 2015 | Q3 2017 | 8 |
Smart Portfolios, LLC | 8 | 8 | 0.39% | 1.33% | 2.03% | Q3 2019 | Q2 2021 | 8 |
LifeGuide Financial Advisors, LLC | 8 | 8 | 14.85% | 18.10% | 20.45% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.01% | 4.18% | 9.94% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR ASSET MANAGEMENT INC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q1 2021 | Q4 2022 | 8 |
Cypress Capital, LLC | 8 | 8 | 0.72% | 1.52% | 4.29% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2023 | 8 |
Cypress Wealth Services, LLC | 8 | 8 | 0.08% | 0.20% | 0.36% | Q3 2021 | Q2 2023 | 8 |
Enterprise Trust & Investment Co | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.01% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 8 |
tru Independence LLC | 7 | 1 | 0.37% | 1.79% | 8.54% | Q2 2020 | Q2 2022 | 8 |
LFA - Lugano Financial Advisors SA | 5 | 1 | 0.12% | 2.73% | 4.57% | Q1 2019 | Q3 2023 | 8 |
Spearhead Capital Advisors, LLC | 6 | 2 | 0.18% | 0.24% | 0.31% | Q1 2020 | Q2 2022 | 8 |
Manning & Napier Group, LLC | 8 | 8 | 0.06% | 0.24% | 0.43% | Q4 2017 | Q3 2019 | 8 |
EP Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.05% | 0.27% | Q2 2017 | Q1 2022 | 8 |
Blue Zone Wealth Advisors, LLC | 8 | 8 | 0.54% | 5.14% | 12.08% | Q4 2019 | Q3 2021 | 8 |
Cordasco Financial Network | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 8 |
Secrest Blakey & Associates, LLC | 8 | 8 | 0.05% | 0.15% | 0.23% | Q4 2017 | Q3 2019 | 8 |
GW HENSSLER & ASSOCIATES LTD | 6 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 8 |
Eudaimonia Partners, LLC | 5 | 3 | 0.02% | 0.23% | 1.27% | Q1 2020 | Q3 2023 | 8 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 8 |
Mechanics Bank Trust Department | 8 | 8 | 0.06% | 0.12% | 0.14% | Q3 2016 | Q2 2018 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q1 2015 | 8 |
Atlas Private Wealth Advisors | 7 | 1 | 0.00% | 0.60% | 1.03% | Q2 2021 | Q3 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Banco BTG Pactual S.A. | 8 | 8 | 0.77% | 3.10% | 5.56% | Q1 2020 | Q4 2021 | 8 |
Client First Capital LLC | 8 | 8 | 1.36% | 5.11% | 6.38% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Parkside Financial Bank & Trust | 5 | 1 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q1 2023 | 8 |
Whitegate Investment Counselors, Inc. | 7 | 1 | 0.15% | 0.19% | 0.23% | Q1 2014 | Q4 2017 | 8 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2017 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 0.66% | 1.00% | 1.39% | Q2 2013 | Q1 2015 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.08% | 0.09% | 0.10% | Q1 2016 | Q1 2018 | 8 |
Paloma Partners Management Co | 6 | 1 | 0.00% | 0.03% | 0.16% | Q4 2014 | Q3 2020 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.02% | 0.12% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.14% | 0.45% | 0.91% | Q1 2015 | Q4 2018 | 8 |
MMA ASSET MANAGEMENT LLC | 8 | 8 | 0.16% | 0.20% | 0.35% | Q4 2020 | Q3 2022 | 8 |
Strategic Equity Management | 8 | 8 | 0.94% | 1.83% | 3.04% | Q4 2020 | Q3 2022 | 8 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 6 | 2 | 0.02% | 0.04% | 0.12% | Q4 2020 | Q2 2023 | 8 |
Golden State Equity Partners | 6 | 2 | 0.43% | 0.77% | 1.81% | Q4 2020 | Q3 2023 | 8 |
Wealthstar Advisors, LLC | 8 | 8 | 0.19% | 0.34% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Sutton Wealth Advisors Inc. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2016 | Q1 2018 | 8 |
Sompo Asset Management Co., Ltd. | 8 | 8 | 5.34% | 5.72% | 6.18% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ironwood Wealth Management, LLC. | 7 | 7 | 3.75% | 11.39% | 14.44% | Q1 2022 | Q3 2023 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
MinichMacGregor Wealth Management, LLC | 6 | 1 | 0.00% | 0.15% | 1.02% | Q1 2016 | Q3 2020 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.09% | 0.28% | 0.54% | Q1 2022 | Q3 2023 | 7 |
MERIDIAN MANAGEMENT CO | 7 | 7 | 2.85% | 4.43% | 6.09% | Q3 2019 | Q1 2021 | 7 |
Weiss Asset Management LP | 7 | 7 | 1.47% | 1.87% | 2.36% | Q2 2017 | Q4 2018 | 7 |
PICTET ASSET MANAGEMENT SA | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
CAPITAL ONE FINANCIAL CORP | 6 | 1 | 0.03% | 0.17% | 0.34% | Q1 2020 | Q1 2022 | 7 |
Crosspoint Capital Strategies, LLC | 5 | 2 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q4 2015 | 7 |
EMERSON INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.54% | 1.29% | 1.85% | Q3 2014 | Q1 2016 | 7 |
MKD WEALTH COACHES, LLC | 7 | 7 | 3.48% | 5.32% | 8.84% | Q1 2019 | Q3 2020 | 7 |
Pinkerton Retirement Specialists, LLC | 7 | 7 | 0.04% | 4.03% | 6.87% | Q1 2022 | Q3 2023 | 7 |
Fiduciary Trust Co International of Pennsylvania | 4 | 1 | 0.02% | 0.15% | 0.51% | Q3 2013 | Q1 2020 | 7 |
HANSEATIC MANAGEMENT SERVICES INC | 7 | 7 | 0.34% | 3.43% | 6.74% | Q2 2019 | Q4 2020 | 7 |
Itau Unibanco Holding S.A. | 3 | 1 | 0.02% | 2.98% | 11.89% | Q2 2016 | Q3 2023 | 7 |
Private Ocean, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Virtus Investment Advisers, Inc. | 3 | 1 | 0.02% | 0.08% | 0.17% | Q2 2013 | Q3 2015 | 7 |
Chicago Partners Investment Group LLC | 3 | 2 | 0.00% | 0.03% | 0.15% | Q3 2016 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.08% | 0.14% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.15% | 0.22% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Ironwood Financial, llc | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 7 |
Starfox Financial Services, LLC | 7 | 7 | 0.43% | 11.16% | 14.64% | Q1 2022 | Q3 2023 | 7 |
TCWP LLC | 7 | 7 | 0.20% | 0.58% | 1.60% | Q4 2021 | Q2 2023 | 7 |
Wealth Management Solutions, LLC | 7 | 7 | 0.64% | 4.68% | 9.68% | Q1 2022 | Q3 2023 | 7 |
Mizuho Asset Management Co.,Ltd. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Ameritas Advisory Services, LLC | 7 | 7 | 0.05% | 0.10% | 0.16% | Q4 2021 | Q2 2023 | 7 |
StoneX Group Inc. | 3 | 1 | 0.08% | 0.24% | 0.35% | Q2 2017 | Q3 2020 | 7 |
SPINNAKER TRUST | 7 | 7 | 0.02% | 0.45% | 1.71% | Q2 2019 | Q4 2020 | 7 |
Man Group plc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Tilden Park Management I LLC | 4 | 1 | 0.06% | 7.98% | 14.22% | Q1 2018 | Q2 2019 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
Financial Enhancement Group LLC | 6 | 1 | 0.01% | 2.50% | 5.55% | Q2 2020 | Q2 2022 | 7 |
NewEdge Wealth, LLC | 4 | 3 | 0.01% | 0.10% | 0.14% | Q4 2021 | Q3 2023 | 7 |
Accuvest Global Advisors | 6 | 1 | 0.31% | 1.72% | 5.91% | Q2 2013 | Q3 2015 | 7 |
Bradley & Co. Private Wealth Management, LLC | 7 | 7 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q3 2022 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.05% | 0.19% | 0.36% | Q1 2022 | Q3 2023 | 7 |
South Shore Capital Advisors | 7 | 7 | 0.32% | 0.45% | 0.53% | Q4 2020 | Q2 2022 | 7 |
IronBridge Private Wealth, LLC | 5 | 2 | 0.00% | 1.14% | 4.15% | Q4 2020 | Q2 2023 | 7 |
IFC Holdings Incorporated/FL | 4 | 3 | 0.05% | 0.34% | 1.10% | Q2 2013 | Q4 2017 | 7 |
SkyView Investment Advisors, LLC | 7 | 7 | 0.04% | 0.18% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Convergent Wealth Advisors | 7 | 7 | 0.17% | 5.30% | 7.22% | Q1 2014 | Q3 2015 | 7 |
Hayden Royal, LLC | 6 | 1 | 0.11% | 0.28% | 0.55% | Q4 2018 | Q3 2020 | 7 |
WESPAC Advisors, LLC | 3 | 1 | 0.26% | 1.15% | 2.88% | Q2 2013 | Q3 2023 | 7 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 7 | 7 | 0.52% | 2.38% | 3.84% | Q2 2020 | Q4 2021 | 7 |
Bartlett & Co. LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.00% | 0.61% | 2.21% | Q4 2020 | Q3 2022 | 7 |
Annapolis Financial Services, LLC | 7 | 7 | 0.01% | 0.10% | 0.33% | Q1 2022 | Q3 2023 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.85% | 1.45% | 2.61% | Q4 2015 | Q2 2017 | 7 |
Jump Financial, LLC | 5 | 1 | 0.08% | 0.40% | 0.64% | Q1 2021 | Q2 2023 | 7 |
Well Done, LLC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q3 2018 | Q1 2020 | 7 |
HAYS ADVISORY LLC | 7 | 7 | 3.74% | 4.12% | 4.45% | Q3 2013 | Q1 2015 | 7 |
BCK CAPITAL MANAGEMENT LP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Northstar Advisory Group, LLC | 3 | 2 | 0.18% | 0.72% | 1.74% | Q4 2020 | Q4 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Inspire Advisors, LLC | 7 | 7 | 0.23% | 0.39% | 0.68% | Q4 2020 | Q2 2022 | 7 |
Beaumont Capital Management, LLC | 5 | 1 | 0.55% | 1.93% | 3.14% | Q4 2020 | Q2 2023 | 7 |
CLIENT 1ST ADVISORY GROUP, LLC | 7 | 7 | 0.11% | 0.33% | 0.68% | Q3 2020 | Q1 2022 | 7 |
Alhambra Investment Management LLC | 7 | 7 | 0.20% | 1.74% | 2.17% | Q1 2022 | Q3 2023 | 7 |
Stokes Family Office, LLC | 7 | 7 | 0.03% | 0.08% | 0.13% | Q4 2021 | Q2 2023 | 7 |
Parcion Private Wealth LLC | 7 | 7 | 1.48% | 2.25% | 3.72% | Q1 2022 | Q3 2023 | 7 |
Arkadios Wealth Advisors | 4 | 3 | 0.00% | 0.03% | 0.10% | Q4 2020 | Q3 2023 | 7 |
HawsGoodwin Investment Management LLC | 7 | 7 | 0.01% | 0.23% | 0.44% | Q2 2020 | Q4 2021 | 7 |
Banque Cantonale Vaudoise | 5 | 2 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 7 |
Cornerstone Retirement Group, Inc. | 7 | 7 | 13.61% | 27.38% | 32.94% | Q1 2022 | Q3 2023 | 7 |
PICTET ASSET MANAGEMENT LTD | 4 | 3 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2020 | 7 |
Summit X, LLC | 5 | 1 | 0.04% | 0.46% | 1.39% | Q2 2017 | Q1 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.16% | 0.59% | 0.97% | Q1 2022 | Q3 2023 | 7 |
CIBC Private Wealth Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2022 | 7 |
DSC Advisors, L.P. | 7 | 7 | 10.92% | 14.64% | 19.26% | Q1 2018 | Q3 2019 | 7 |
MidWestOne Financial Group, Inc. | 7 | 7 | 0.07% | 0.23% | 0.32% | Q2 2019 | Q4 2020 | 7 |
Donoghue Forlines LLC | 4 | 3 | 1.02% | 2.59% | 3.65% | Q3 2018 | Q4 2020 | 7 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.09% | 0.12% | 0.25% | Q2 2013 | Q4 2014 | 7 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 7 |
COMERICA SECURITIES INC | 6 | 1 | 0.07% | 0.17% | 0.39% | Q1 2017 | Q4 2018 | 7 |
MEITAV INVESTMENT HOUSE LTD | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 7 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 7 | 7 | 0.11% | 0.39% | 0.72% | Q1 2022 | Q3 2023 | 7 |
BDO Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2020 | 7 |
CALTON & ASSOCIATES, INC. | 5 | 1 | 0.07% | 0.31% | 0.69% | Q4 2017 | Q2 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.37% | 1.38% | Q2 2013 | Q4 2014 | 7 |
WASHINGTON TRUST Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
Brown Advisory Securities, LLC | 6 | 1 | 0.04% | 0.15% | 0.20% | Q3 2017 | Q3 2020 | 7 |
Bedell Frazier Investment Counselling, LLC | 7 | 7 | 0.32% | 1.22% | 2.04% | Q1 2022 | Q3 2023 | 7 |
Capital Investment Services of America, Inc. | 7 | 7 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q1 2021 | 7 |
Valeo Financial Advisors, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 7 | 7 | 0.08% | 1.60% | 2.90% | Q2 2020 | Q4 2021 | 7 |
COBIZ WEALTH, LLC | 4 | 1 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2016 | 7 |
Pictet North America Advisors SA | 6 | 6 | 2.39% | 2.88% | 3.74% | Q2 2022 | Q3 2023 | 6 |
Ford Financial Group, LLC | 4 | 1 | 0.03% | 1.10% | 2.43% | Q1 2020 | Q4 2021 | 6 |
Advisory Alpha, LLC | 3 | 3 | 0.02% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2021 | 6 |
DOW CHEMICAL CO /DE/ | 6 | 6 | 0.28% | 3.29% | 7.45% | Q2 2021 | Q3 2022 | 6 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 6 | 6 | 0.36% | 1.68% | 4.50% | Q2 2014 | Q3 2015 | 6 |
Syntal Capital Partners, LLC | 6 | 6 | 6.91% | 11.22% | 12.32% | Q2 2022 | Q3 2023 | 6 |
AXS Investments LLC | 6 | 6 | 0.14% | 0.17% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Advance Capital Management, Inc. | 6 | 6 | 0.16% | 1.27% | 2.87% | Q2 2022 | Q3 2023 | 6 |
McAdam, LLC | 3 | 3 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q3 2020 | 6 |
GPS Wealth Strategies Group, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 6 |
Jackson Hole Capital Partners, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
Colonial River Wealth Management, LLC | 3 | 3 | 0.48% | 1.60% | 5.47% | Q1 2022 | Q3 2023 | 6 |
Sound Financial Strategies Group, LLC | 4 | 2 | 0.06% | 11.10% | 49.30% | Q1 2020 | Q2 2023 | 6 |
Tennessee Valley Asset Management Partners | 6 | 6 | 0.14% | 0.65% | 0.78% | Q2 2022 | Q3 2023 | 6 |
CNB Bank | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 6 |
Partnervest Advisory Services LLC | 5 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2019 | 6 |
Castle Rock Wealth Management, LLC | 6 | 6 | 0.91% | 1.81% | 3.05% | Q3 2019 | Q4 2020 | 6 |
Q3 Asset Management | 3 | 1 | 0.98% | 2.56% | 5.50% | Q1 2019 | Q1 2023 | 6 |
IVC Wealth Advisors LLC | 6 | 6 | 0.18% | 0.77% | 1.58% | Q4 2020 | Q1 2022 | 6 |
Versant Capital Management, Inc | 5 | 1 | 0.00% | 0.02% | 0.10% | Q2 2016 | Q1 2021 | 6 |
Taconic Capital Advisors LP | 5 | 5 | 1.55% | 4.49% | 7.57% | Q4 2018 | Q4 2019 | 6 |
Bedel Financial Consulting, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2022 | 6 |
SNS Financial Group, LLC | 3 | 1 | 0.09% | 0.53% | 1.55% | Q1 2013 | Q1 2019 | 6 |
Baystate Wealth Management LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 5 | 1 | 0.00% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 6 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6 | 6 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2014 | 6 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2022 | 6 |
Apollon Wealth Management, LLC | 4 | 1 | 0.04% | 0.08% | 0.15% | Q2 2019 | Q3 2023 | 6 |
SALEM INVESTMENT COUNSELORS INC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
W ADVISORS, LLC | 6 | 6 | 0.22% | 0.26% | 0.30% | Q1 2022 | Q2 2023 | 6 |
QCM Cayman, Ltd. | 2 | 1 | 0.06% | 1.43% | 3.46% | Q1 2014 | Q3 2022 | 6 |
Onyx Bridge Wealth Group LLC | 5 | 1 | 0.05% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 6 |
Financial & Tax Architects, LLC | 5 | 1 | 0.21% | 2.25% | 5.34% | Q1 2021 | Q2 2023 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2016 | Q4 2017 | 6 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.07% | 0.35% | 1.64% | Q2 2017 | Q2 2020 | 6 |
SSI INVESTMENT MANAGEMENT LLC | 6 | 6 | 1.07% | 1.32% | 1.61% | Q2 2022 | Q3 2023 | 6 |
Johns Hopkins University | 6 | 6 | 1.45% | 6.53% | 15.43% | Q2 2022 | Q3 2023 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.08% | 0.16% | 0.34% | Q2 2022 | Q3 2023 | 6 |
Tranquilli Financial Advisor LLC | 4 | 2 | 0.36% | 0.94% | 1.84% | Q4 2020 | Q3 2022 | 6 |
Jump Trading, LLC | 4 | 1 | 0.00% | 0.13% | 0.35% | Q2 2015 | Q3 2018 | 6 |
Gilbert & Cook, Inc. | 6 | 6 | 1.00% | 4.21% | 5.89% | Q3 2019 | Q4 2020 | 6 |
Princeton Portfolio Strategies Group LLC | 4 | 1 | 0.09% | 0.31% | 0.56% | Q3 2018 | Q2 2021 | 6 |
Grace Capital | 4 | 2 | 0.10% | 0.18% | 0.29% | Q4 2018 | Q3 2020 | 6 |
PRINCIPAL FINANCIAL GROUP INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 6 |
CI Global Investments Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q3 2018 | 6 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 1 | 0.05% | 0.57% | 1.48% | Q3 2013 | Q3 2017 | 6 |
FLAGSTAR ADVISORS INC | 5 | 1 | 0.04% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 6 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 4 | 2 | 0.00% | 2.53% | 6.34% | Q4 2021 | Q3 2023 | 6 |
Wellspring Financial Advisors, LLC | 6 | 6 | 0.75% | 1.34% | 2.32% | Q2 2022 | Q3 2023 | 6 |
Hanson & Doremus Investment Management | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2018 | 6 |
Smith, Salley & Associates | 6 | 6 | 0.40% | 0.57% | 0.79% | Q2 2022 | Q3 2023 | 6 |
FOCUS Wealth Advisors, LLC | 6 | 6 | 1.12% | 1.33% | 1.54% | Q4 2020 | Q1 2022 | 6 |
Hanlon Investment Management, Inc. | 6 | 6 | 0.13% | 0.19% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Trexquant Investment LP | 3 | 1 | 0.02% | 0.05% | 0.12% | Q3 2019 | Q2 2021 | 6 |
ATLAS CAPITAL ADVISORS LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 6 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.08% | 0.45% | 0.93% | Q2 2018 | Q2 2019 | 6 |
Beacon Pointe Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.16% | Q2 2021 | Q2 2023 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Jackson Wealth Management, LLC | 2 | 1 | 0.09% | 0.60% | 1.33% | Q3 2015 | Q1 2020 | 6 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 6 | 6 | 0.11% | 0.25% | 0.55% | Q2 2022 | Q3 2023 | 6 |
ACCESS FINANCIAL SERVICES, INC. | 6 | 6 | 0.16% | 0.35% | 0.57% | Q2 2022 | Q3 2023 | 6 |
Stanley-Laman Group, Ltd. | 5 | 1 | 0.06% | 0.71% | 1.26% | Q1 2016 | Q3 2020 | 6 |
Oakwell Private Wealth Management, LLC | 6 | 6 | 0.22% | 0.45% | 0.69% | Q4 2020 | Q1 2022 | 6 |
Fusion Investment Group, LLC | 4 | 2 | 0.01% | 0.09% | 0.44% | Q4 2013 | Q3 2015 | 6 |
Vident Investment Advisory, LLC | 6 | 6 | 0.01% | 0.12% | 0.27% | Q1 2022 | Q2 2023 | 6 |
McElhenny Sheffield Capital Management, LLC | 5 | 1 | 0.54% | 5.09% | 26.65% | Q3 2021 | Q1 2023 | 6 |
Compagnie Lombard Odier SCmA | 5 | 1 | 0.00% | 0.08% | 0.15% | Q3 2016 | Q4 2018 | 6 |
SECURITY NATIONAL TRUST CO | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 6 |
RONALD BLUE & CO LLC | 6 | 6 | 0.02% | 0.05% | 0.10% | Q1 2016 | Q2 2017 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.07% | 0.11% | 0.16% | Q2 2021 | Q4 2022 | 6 |
Epic Trust Investment Advisors, LLC | 6 | 6 | 0.42% | 1.18% | 2.86% | Q4 2021 | Q1 2023 | 6 |
BEACON TRUST CO | 6 | 6 | 0.37% | 2.14% | 3.06% | Q4 2015 | Q1 2017 | 6 |
TrinityPoint Wealth, LLC | 4 | 2 | 0.04% | 0.12% | 0.33% | Q4 2021 | Q3 2023 | 6 |
Private Wealth Strategies, L.L.C. | 6 | 6 | 0.95% | 1.14% | 1.63% | Q1 2021 | Q2 2022 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
AXA S.A. | 3 | 1 | 0.00% | 0.26% | 1.56% | Q3 2015 | Q1 2022 | 6 |
Blue Edge Capital, LLC | 6 | 6 | 0.73% | 2.31% | 3.31% | Q2 2022 | Q3 2023 | 6 |
MACRO Consulting Group | 6 | 6 | 7.97% | 8.82% | 9.99% | Q1 2020 | Q2 2021 | 6 |
Bluefin Trading, LLC | 2 | 1 | 0.01% | 0.17% | 0.35% | Q2 2013 | Q2 2015 | 6 |
SII INVESTMENTS INC/WI | 4 | 2 | 0.03% | 0.29% | 0.85% | Q3 2013 | Q4 2017 | 6 |
AFAM CAPITAL, INC. | 5 | 1 | 0.06% | 0.23% | 0.48% | Q3 2016 | Q1 2018 | 6 |
WBH ADVISORY INC | 5 | 1 | 0.16% | 0.26% | 0.58% | Q3 2021 | Q1 2023 | 6 |
Goelzer Investment Management, Inc. | 6 | 6 | 0.06% | 0.11% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Itau USA Asset Management Inc. | 6 | 6 | 2.80% | 11.88% | 20.87% | Q4 2014 | Q1 2016 | 6 |
GREENWOOD CAPITAL ASSOCIATES LLC | 6 | 6 | 0.07% | 0.13% | 0.26% | Q4 2018 | Q1 2020 | 6 |
Edenbrook Capital, LLC | 6 | 6 | 1.84% | 5.91% | 15.23% | Q1 2021 | Q2 2022 | 6 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2022 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.62% | 3.16% | 6.20% | Q2 2022 | Q3 2023 | 6 |
ARS Wealth Advisors, LLC | 6 | 6 | 0.11% | 2.33% | 5.52% | Q1 2016 | Q2 2017 | 6 |
WCG Wealth Advisors LLC | 5 | 5 | 0.23% | 2.41% | 3.30% | Q3 2022 | Q3 2023 | 6 |
Latitude Advisors, LLC | 6 | 6 | 0.15% | 0.33% | 0.57% | Q4 2020 | Q1 2022 | 6 |
Joule Financial, LLC | 6 | 6 | 0.47% | 0.51% | 0.60% | Q2 2022 | Q3 2023 | 6 |
Mayflower Financial Advisors, LLC | 4 | 2 | 0.04% | 0.09% | 0.17% | Q1 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Threshold Group LLC | 6 | 6 | 0.30% | 0.82% | 1.56% | Q2 2016 | Q3 2017 | 6 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 1 | 0.00% | 6.97% | 16.48% | Q2 2015 | Q2 2023 | 6 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 1 | 0.01% | 1.11% | 1.69% | Q4 2020 | Q1 2023 | 6 |
Concert Wealth Management Inc. | 5 | 1 | 0.08% | 0.29% | 0.53% | Q3 2015 | Q2 2017 | 6 |
Parkside Investments, LLC | 6 | 6 | 1.46% | 2.52% | 3.91% | Q2 2022 | Q3 2023 | 6 |
TMD & ASSOCIATES, INC | 4 | 2 | 3.82% | 6.17% | 9.29% | Q4 2015 | Q2 2019 | 6 |
Watermark Asset Management, Inc. | 6 | 6 | 0.41% | 0.62% | 0.99% | Q1 2017 | Q2 2018 | 6 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 6 |
TNF LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2021 | Q3 2022 | 5 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 1 | 0.00% | 0.21% | 0.33% | Q4 2020 | Q4 2022 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q2 2023 | 5 |
HHG & Company, LLC | 5 | 5 | 0.66% | 0.69% | 0.72% | Q2 2013 | Q2 2014 | 5 |
First Command Advisory Services, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Centric Wealth Management | 4 | 1 | 0.29% | 1.40% | 2.17% | Q1 2022 | Q3 2023 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.03% | 0.09% | 0.19% | Q4 2020 | Q4 2021 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 5 | 5 | 0.03% | 0.29% | 0.84% | Q1 2019 | Q1 2020 | 5 |
CFS Investment Advisory Services, LLC | 2 | 1 | 0.02% | 0.07% | 0.15% | Q4 2020 | Q2 2023 | 5 |
SILVERLAKE WEALTH MANAGEMENT LLC | 4 | 1 | 0.14% | 0.30% | 0.51% | Q1 2022 | Q2 2023 | 5 |
Schoolcraft Capital LLC | 5 | 5 | 6.92% | 7.29% | 7.78% | Q3 2022 | Q3 2023 | 5 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q1 2022 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
NewDay Solutions, LLC | 5 | 5 | 2.85% | 4.03% | 5.47% | Q2 2019 | Q2 2020 | 5 |
RiverFront Investment Group, LLC | 3 | 1 | 0.11% | 0.37% | 0.56% | Q4 2008 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
WHITE PINE CAPITAL LLC | 5 | 5 | 0.08% | 0.24% | 0.82% | Q1 2017 | Q1 2018 | 5 |
FIRST FINANCIAL CORP /IN/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Summit Financial, LLC | 5 | 5 | 0.02% | 0.11% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Sullivan, Bruyette, Speros & Blaney, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 5 |
Laurel Wealth Advisors, Inc. | 4 | 1 | 0.04% | 0.11% | 0.16% | Q3 2019 | Q4 2022 | 5 |
MJP ASSOCIATES INC /ADV | 5 | 5 | 8.58% | 9.32% | 10.58% | Q3 2022 | Q3 2023 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 1 | 0.06% | 0.40% | 1.73% | Q3 2020 | Q4 2023 | 5 |
MARINO, STRAM & ASSOCIATES LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Advisor OS, LLC | 5 | 5 | 0.30% | 2.46% | 5.18% | Q3 2022 | Q3 2023 | 5 |
Brickley Wealth Management | 5 | 5 | 0.07% | 0.25% | 0.33% | Q2 2022 | Q2 2023 | 5 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 5 | 5 | 0.03% | 0.06% | 0.09% | Q2 2022 | Q2 2023 | 5 |
Tanglewood Wealth Management, Inc. | 4 | 1 | 6.10% | 9.56% | 10.84% | Q4 2015 | Q1 2020 | 5 |
Friedenthal Financial | 2 | 1 | 3.06% | 4.45% | 7.02% | Q2 2016 | Q3 2020 | 5 |
TRUEWEALTH LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Janney Capital Management LLC | 5 | 5 | 0.80% | 0.88% | 1.01% | Q3 2022 | Q3 2023 | 5 |
Tri-Star Advisors Inc. | 3 | 1 | 0.22% | 1.84% | 2.55% | Q2 2020 | Q4 2022 | 5 |
STOCK YARDS BANK & TRUST CO | 5 | 5 | 0.04% | 0.08% | 0.16% | Q2 2016 | Q2 2017 | 5 |
Intellectus Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2018 | 5 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.04% | 0.20% | 0.47% | Q3 2022 | Q3 2023 | 5 |
Edmond de Rothschild (Europe) | 5 | 5 | 0.06% | 0.28% | 0.74% | Q3 2015 | Q3 2016 | 5 |
Ovata Capital Management Ltd | 3 | 1 | 0.06% | 0.43% | 0.95% | Q1 2021 | Q4 2022 | 5 |
HOLDERNESS INVESTMENTS CO | 4 | 1 | 0.09% | 0.11% | 0.12% | Q1 2017 | Q4 2019 | 5 |
BREMER TRUST NATIONAL ASSOCIATION | 4 | 1 | 0.05% | 0.09% | 0.12% | Q3 2017 | Q4 2018 | 5 |
U.S. Capital Wealth Advisors, LLC | 5 | 5 | 0.07% | 0.11% | 0.20% | Q3 2022 | Q3 2023 | 5 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 5 |
Watershed Asset Management, L.L.C. | 5 | 5 | 4.44% | 5.27% | 6.52% | Q4 2021 | Q4 2022 | 5 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q4 2018 | 5 |
Hirtle Callaghan & Co LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Capital Advisory Group Advisory Services, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 5 |
Financial Sense Advisors, Inc. | 5 | 5 | 3.48% | 5.08% | 6.73% | Q1 2019 | Q1 2020 | 5 |
Semmax Financial Advisors Inc. | 4 | 1 | 0.00% | 0.48% | 2.39% | Q1 2022 | Q3 2023 | 5 |
Lloyd Advisory Services, LLC. | 3 | 1 | 0.00% | 0.04% | 0.20% | Q1 2020 | Q4 2021 | 5 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.01% | 0.43% | 0.80% | Q2 2019 | Q4 2020 | 5 |
360 Financial, Inc. | 5 | 5 | 0.20% | 0.26% | 0.35% | Q4 2019 | Q4 2020 | 5 |
Outlook Wealth Advisors, LLC | 5 | 5 | 0.25% | 0.56% | 0.78% | Q1 2020 | Q1 2021 | 5 |
FundX Investment Group, LLC | 5 | 5 | 0.08% | 4.07% | 7.05% | Q3 2019 | Q3 2020 | 5 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Asset Planning Services, Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2019 | 5 |
Aurora Private Wealth, Inc. | 4 | 1 | 0.12% | 0.18% | 0.39% | Q2 2021 | Q2 2023 | 5 |
Cardinal Strategic Wealth Guidance | 5 | 5 | 0.00% | 0.25% | 0.54% | Q3 2021 | Q3 2022 | 5 |
DOHJ, LLC | 3 | 2 | 0.21% | 1.77% | 7.65% | Q2 2020 | Q1 2022 | 5 |
DAN L DUNCAN FOUNDATION | 5 | 5 | 18.27% | 29.02% | 37.15% | Q4 2019 | Q4 2020 | 5 |
Vontobel Holding Ltd. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 5 |
Walleye Capital LLC | 2 | 1 | 0.02% | 0.14% | 0.18% | Q1 2022 | Q4 2022 | 5 |
Cascadia Advisory Services, LLC | 2 | 1 | 0.49% | 2.12% | 4.24% | Q4 2019 | Q3 2021 | 5 |
Firestone Capital Management | 3 | 2 | 0.01% | 0.05% | 0.09% | Q4 2019 | Q2 2023 | 5 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 5 | 0.03% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Investors Research Corp | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 5 |
Act Two Investors LLC | 5 | 5 | 0.91% | 1.75% | 2.97% | Q3 2022 | Q3 2023 | 5 |
WESBANCO BANK INC | 3 | 2 | 0.12% | 0.17% | 0.20% | Q3 2019 | Q3 2021 | 5 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.19% | 0.53% | Q2 2013 | Q4 2013 | 5 |
ROCKEFELLER FINANCIAL SERVICES INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Landsberg, Bennett, & Dubbaneh LLC | 5 | 5 | 2.04% | 3.76% | 5.42% | Q4 2019 | Q4 2020 | 5 |
PSI Advisors, LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 5 |
Paradigm Financial Partners, LLC | 3 | 2 | 0.11% | 0.42% | 1.48% | Q1 2019 | Q4 2020 | 5 |
Acropolis Investment Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2018 | 5 |
FORVIS Wealth Advisors, LLC | 5 | 5 | 0.26% | 0.37% | 0.56% | Q3 2022 | Q3 2023 | 5 |
BCM ADVISORS, LLC | 3 | 1 | 0.11% | 0.26% | 0.46% | Q4 2017 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q1 2019 | Q3 2020 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Private Wealth Group, LLC | 5 | 5 | 1.89% | 11.28% | 25.20% | Q4 2018 | Q4 2019 | 5 |
Steward Financial Group LLC | 3 | 2 | 0.01% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 5 |
WEALTHFRONT Corp | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 5 |
Jupiter Wealth Management LLC | 5 | 5 | 0.45% | 0.55% | 0.68% | Q2 2019 | Q2 2020 | 5 |
Wick Capital Partners, LLC | 4 | 1 | 0.34% | 5.77% | 10.34% | Q2 2022 | Q3 2023 | 5 |
SHELTON WEALTH MANAGEMENT, LLC | 5 | 5 | 0.36% | 1.61% | 3.19% | Q2 2022 | Q2 2023 | 5 |
F-Squared Investment Management, LLC | 4 | 1 | 0.03% | 0.67% | 0.98% | Q3 2013 | Q4 2014 | 5 |
Capital Wealth Planning, LLC | 4 | 1 | 0.08% | 0.14% | 0.17% | Q3 2015 | Q1 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.11% | 0.20% | 0.30% | Q4 2021 | Q4 2022 | 5 |
Capasso Planning Partners LLC | 5 | 5 | 0.17% | 0.32% | 0.45% | Q3 2022 | Q3 2023 | 5 |
OAK HARBOR WEALTH PARTNERS, LLC | 5 | 5 | 0.02% | 0.20% | 0.35% | Q3 2022 | Q3 2023 | 5 |
FirstPurpose Wealth LLC | 5 | 5 | 0.30% | 0.34% | 0.39% | Q3 2022 | Q3 2023 | 5 |
WorthPointe, LLC | 5 | 5 | 0.18% | 0.44% | 0.60% | Q1 2022 | Q1 2023 | 5 |
MARIPAU WEALTH MANAGEMENT LLC | 5 | 5 | 0.25% | 0.30% | 0.38% | Q3 2022 | Q3 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
XR Securities LLC | 2 | 1 | 0.01% | 0.10% | 0.24% | Q3 2018 | Q1 2023 | 5 |
Accurate Wealth Management, LLC | 4 | 1 | 0.04% | 4.00% | 10.38% | Q3 2021 | Q4 2022 | 5 |
Mount Yale Investment Advisors, LLC | 3 | 2 | 0.04% | 0.04% | 0.05% | Q1 2018 | Q4 2020 | 5 |
Lee Capital Holdings LLC | 3 | 2 | 0.15% | 0.63% | 1.84% | Q4 2019 | Q1 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.02% | 1.70% | 3.13% | Q1 2015 | Q1 2016 | 5 |
Retirement Systems of Alabama | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
9258 Wealth Management, LLC | 5 | 5 | 0.35% | 1.32% | 1.89% | Q3 2022 | Q3 2023 | 5 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 1 | 0.01% | 0.08% | 0.23% | Q1 2016 | Q2 2022 | 5 |
Pinnacle Summer Investments, Inc. | 5 | 5 | 0.94% | 1.42% | 2.22% | Q4 2014 | Q4 2015 | 5 |
Fermata Advisors, LLC | 4 | 1 | 0.12% | 0.24% | 0.39% | Q2 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.05% | 0.09% | 0.20% | Q4 2016 | Q4 2017 | 5 |
BROWN ADVISORY INC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Squarepoint Ops LLC | 3 | 1 | 0.01% | 0.09% | 0.25% | Q2 2021 | Q1 2023 | 5 |
Bay Harbor Wealth Management, LLC | 3 | 1 | 0.00% | 0.06% | 0.13% | Q4 2018 | Q4 2020 | 5 |
BlueCrest Capital Management Ltd | 4 | 1 | 0.12% | 0.23% | 0.48% | Q2 2017 | Q1 2021 | 5 |
Cooper Financial Group | 5 | 5 | 0.05% | 0.18% | 0.41% | Q2 2020 | Q2 2021 | 5 |
Armor Investment Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KMS FINANCIAL SERVICES, INC | 3 | 1 | 0.07% | 0.08% | 0.09% | Q2 2013 | Q3 2014 | 4 |
Focused Wealth Management, Inc | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Blume Capital Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2019 | 4 |
GREATMARK INVESTMENT PARTNERS, INC. | 4 | 4 | 0.12% | 0.31% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Swan Global Investments, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2016 | Q4 2016 | 4 |
Camarda Financial Advisors, LLC | 3 | 1 | 0.03% | 1.03% | 1.76% | Q4 2018 | Q2 2023 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.06% | 0.06% | 0.07% | Q3 2014 | Q2 2015 | 4 |
E&G Advisors, LP | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2021 | Q4 2021 | 4 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.01% | 0.07% | 0.22% | Q4 2019 | Q4 2021 | 4 |
J.Safra Asset Management Corp | 4 | 4 | 9.00% | 12.96% | 19.57% | Q1 2016 | Q4 2016 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q4 2020 | 4 |
USCA RIA LLC | 2 | 1 | 0.04% | 0.17% | 0.32% | Q2 2015 | Q1 2019 | 4 |
Teamwork Financial Advisors, LLC | 4 | 4 | 0.05% | 0.11% | 0.16% | Q2 2020 | Q1 2021 | 4 |
Industrial Alliance Investment Management Inc. | 4 | 4 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q1 2023 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.03% | 0.05% | 0.12% | Q2 2021 | Q1 2022 | 4 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.84% | 3.42% | 5.17% | Q2 2013 | Q1 2019 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.47% | 2.62% | 5.30% | Q4 2022 | Q3 2023 | 4 |
AlphaStar Capital Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2022 | 4 |
Analyst IMS Investment Management Services Ltd. | 3 | 1 | 0.01% | 0.11% | 0.17% | Q1 2015 | Q3 2018 | 4 |
Donald L. Hagan, LLC | 4 | 4 | 0.58% | 1.06% | 1.31% | Q4 2020 | Q3 2021 | 4 |
Sharkey, Howes & Javer | 4 | 4 | 0.76% | 1.21% | 1.44% | Q4 2022 | Q3 2023 | 4 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.02% | 0.03% | 0.04% | Q3 2015 | Q2 2016 | 4 |
Bank of Kentucky, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 4 |
Liberty Street Advisors, Inc. | 4 | 4 | 1.22% | 5.04% | 15.84% | Q1 2015 | Q4 2015 | 4 |
Julex Capital Management, LLC | 4 | 4 | 0.03% | 0.08% | 0.17% | Q4 2018 | Q3 2019 | 4 |
Investure, LLC | 2 | 1 | 0.37% | 6.19% | 16.81% | Q4 2014 | Q1 2018 | 4 |
Freestate Advisors LLC | 4 | 4 | 8.67% | 9.51% | 11.68% | Q4 2020 | Q3 2021 | 4 |
Mandatum Life Insurance Co Ltd | 3 | 1 | 0.07% | 0.45% | 0.67% | Q2 2017 | Q4 2019 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Assured Investment Management LLC | 2 | 2 | 0.00% | 1.03% | 2.31% | Q3 2014 | Q1 2016 | 4 |
First City Capital Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
Investors Capital Advisory Services | 4 | 4 | 0.09% | 0.47% | 0.68% | Q3 2015 | Q2 2016 | 4 |
Apriem Advisors | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2016 | 4 |
Montecito Bank & Trust | 3 | 1 | 0.02% | 0.22% | 0.29% | Q4 2014 | Q4 2016 | 4 |
K.J. Harrison & Partners Inc | 4 | 4 | 0.18% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 4 |
UG Investment Advisers Ltd. | 4 | 4 | 1.08% | 4.59% | 7.48% | Q4 2022 | Q3 2023 | 4 |
SPC Financial, Inc. | 2 | 1 | 0.21% | 0.28% | 0.36% | Q3 2020 | Q2 2023 | 4 |
OmniStar Financial Group, Inc. | 2 | 1 | 0.05% | 0.81% | 1.52% | Q4 2017 | Q4 2022 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.14% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
AVIANCE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.21% | 5.56% | 19.70% | Q1 2015 | Q4 2015 | 4 |
Global Financial Private Capital, Inc | 3 | 1 | 0.00% | 0.69% | 1.76% | Q1 2019 | Q2 2020 | 4 |
Lake Hills Wealth Management, LLC | 2 | 2 | 1.22% | 4.41% | 8.51% | Q4 2021 | Q1 2023 | 4 |
GHP Investment Advisors, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
AlphaCore Capital LLC | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 4 |
Sage Capital Advisors,llc | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Manifold Partners, LLC | 2 | 1 | 0.16% | 3.67% | 7.52% | Q2 2013 | Q3 2016 | 4 |
abrdn plc | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
MORRIS FINANCIAL CONCEPTS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
One Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.09% | 0.18% | Q3 2021 | Q2 2023 | 4 |
Eldridge Investment Advisors, Inc. | 3 | 1 | 0.27% | 0.34% | 0.45% | Q1 2019 | Q2 2020 | 4 |
Stanford Investment Group, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Clarus Wealth Advisors | 2 | 1 | 0.09% | 0.50% | 1.18% | Q1 2019 | Q1 2023 | 4 |
RETIREMENT INCOME SOLUTIONS, INC | 4 | 4 | 0.86% | 1.20% | 1.44% | Q4 2022 | Q3 2023 | 4 |
Sequoia Wealth Management, LLC | 4 | 4 | 0.27% | 0.40% | 0.72% | Q4 2018 | Q3 2019 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.21% | 0.39% | 0.68% | Q1 2020 | Q3 2023 | 4 |
Certified Advisory Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2021 | 4 |
Centerpoint Advisors, LLC | 2 | 2 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q2 2023 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 0.18% | 0.79% | 2.03% | Q2 2020 | Q1 2021 | 4 |
Atom Investors LP | 3 | 1 | 0.26% | 0.81% | 1.33% | Q4 2018 | Q1 2022 | 4 |
All Season Financial Advisors, Inc. | 3 | 1 | 0.75% | 4.44% | 11.22% | Q2 2022 | Q2 2023 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2017 | Q3 2018 | 4 |
Selective Wealth Management, Inc. | 3 | 1 | 0.16% | 0.21% | 0.24% | Q2 2022 | Q2 2023 | 4 |
Hamilton Wealth, LLC | 4 | 4 | 0.23% | 0.35% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Advisors / MI | 4 | 4 | 0.13% | 0.25% | 0.37% | Q2 2020 | Q1 2021 | 4 |
Wealthfront Advisers LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
IFS Advisors, LLC | 3 | 1 | 0.02% | 0.18% | 0.37% | Q4 2020 | Q4 2021 | 4 |
Artemis Wealth Advisors, LLC | 2 | 2 | 0.02% | 8.36% | 17.46% | Q4 2016 | Q3 2021 | 4 |
Cornerstone Wealth Group, LLC | 4 | 4 | 0.30% | 0.34% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Cadence Bank | 4 | 4 | 0.07% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
HBW ADVISORY SERVICES LLC | 2 | 1 | 0.09% | 0.41% | 0.88% | Q4 2019 | Q1 2023 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.01% | 1.05% | 2.63% | Q4 2021 | Q3 2022 | 4 |
Cedar Mountain Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Perennial Investment Advisors, LLC | 4 | 4 | 0.05% | 0.08% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Key FInancial Inc | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 4 |
SteelPeak Wealth, LLC | 3 | 1 | 0.02% | 0.11% | 0.21% | Q3 2020 | Q1 2023 | 4 |
VIVID FINANCIAL MANAGEMENT, INC. | 4 | 4 | 0.20% | 0.26% | 0.28% | Q2 2020 | Q1 2021 | 4 |
RMR Wealth Builders | 4 | 4 | 0.00% | 0.04% | 0.10% | Q2 2020 | Q1 2021 | 4 |
Total Clarity Wealth Management, Inc. | 3 | 1 | 0.00% | 0.48% | 0.74% | Q2 2020 | Q2 2022 | 4 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.28% | 1.10% | 2.05% | Q2 2020 | Q3 2023 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2020 | 4 |
Verdad Advisers, LP | 2 | 1 | 4.75% | 17.02% | 27.51% | Q3 2021 | Q4 2022 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 1.22% | 3.60% | 7.72% | Q3 2020 | Q3 2023 | 4 |
Klaas Financial Asset Advisors, LLC | 4 | 4 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Intelligence Driven Advisers, LLC | 2 | 1 | 0.05% | 0.08% | 0.11% | Q4 2020 | Q2 2022 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Advisors Wealth Management, LLC | 3 | 1 | 0.12% | 0.21% | 0.29% | Q1 2021 | Q3 2023 | 4 |
TruWealth Advisors, LLC | 4 | 4 | 0.95% | 2.65% | 3.85% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Planning LLC | 4 | 4 | 5.32% | 6.00% | 6.49% | Q3 2022 | Q2 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.03% | 1.50% | 5.89% | Q4 2020 | Q3 2021 | 4 |
Tradition Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 4 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 4 |
Center For Asset Management LLC | 2 | 2 | 0.16% | 0.21% | 0.27% | Q4 2020 | Q1 2022 | 4 |
ADE, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Tower Wealth Partners, Inc. | 2 | 2 | 0.42% | 3.74% | 13.62% | Q4 2020 | Q3 2023 | 4 |
FOSTER & MOTLEY INC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q4 2015 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.24% | 0.25% | 0.27% | Q3 2022 | Q3 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.64% | 0.72% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Cardinal Point Wealth Management LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2020 | Q3 2021 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
J Arnold Wealth Management Co | 3 | 1 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q4 2022 | 4 |
Heirloom Wealth Management | 4 | 4 | 0.22% | 5.51% | 7.48% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.78% | 0.82% | 0.86% | Q4 2022 | Q3 2023 | 4 |
Cassady Schiller Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.04% | 0.12% | 0.21% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
WARNER FINANCIAL, INC | 3 | 1 | 0.17% | 0.37% | 0.56% | Q4 2021 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 1.90% | 2.06% | 2.14% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 7.31% | 12.07% | 15.67% | Q4 2022 | Q3 2023 | 4 |
Tevis Investment Management | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.31% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.06% | 0.30% | 0.63% | Q4 2022 | Q3 2023 | 4 |
CYPRESS CAPITAL MANAGEMENT LLC | 4 | 4 | 0.28% | 0.38% | 0.46% | Q4 2021 | Q3 2022 | 4 |
TCP Asset Management, LLC | 4 | 4 | 3.86% | 5.73% | 7.96% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 4 | 4 | 9.23% | 10.42% | 11.27% | Q4 2022 | Q3 2023 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.49% | 0.54% | 0.65% | Q4 2022 | Q3 2023 | 4 |
First Citizens Asset Management, Inc. | 4 | 4 | 0.23% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.11% | 0.19% | 0.28% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.09% | 0.65% | 2.30% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q3 2023 | 4 |
KLR INVESTMENT ADVISORS, LLC | 4 | 4 | 0.50% | 3.43% | 6.88% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.22% | 0.46% | 0.96% | Q1 2023 | Q4 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.10% | 0.21% | Q4 2022 | Q3 2023 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
1834 INVESTMENT ADVISORS CO | 2 | 2 | 0.00% | 0.19% | 0.50% | Q3 2019 | Q1 2021 | 4 |
PRECEPT MANAGEMENT LLC | 2 | 2 | 0.29% | 3.12% | 6.14% | Q2 2018 | Q3 2018 | 4 |
WOODMONT INVESTMENT COUNSEL LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 4 |
1ST SOURCE BANK | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q2 2021 | 4 |
Bank Pictet & Cie (Europe) AG | 4 | 4 | 0.17% | 0.79% | 2.01% | Q4 2014 | Q3 2015 | 4 |
MANNING & NAPIER ADVISORS LLC | 4 | 4 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q3 2017 | 4 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EAGLE ASSET MANAGEMENT INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2020 | 4 |
GABELLI FUNDS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 4 |
MARCO INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.04% | 0.11% | 0.15% | Q3 2014 | Q2 2015 | 4 |
JANUS HENDERSON INVESTORS US LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q3 2016 | 4 |
MONTAG A & ASSOCIATES INC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 4 |
WEALTH MANAGEMENT RESOURCES, INC. | 4 | 4 | 5.28% | 6.84% | 9.08% | Q4 2022 | Q3 2023 | 4 |
SANDERS MORRIS HARRIS LLC | 3 | 1 | 0.12% | 0.48% | 1.33% | Q1 2016 | Q1 2023 | 4 |
Karpus Management, Inc. | 4 | 4 | 0.07% | 0.13% | 0.31% | Q4 2022 | Q3 2023 | 4 |
LINCOLN CAPITAL CORP | 3 | 1 | 0.81% | 1.51% | 3.50% | Q4 2018 | Q1 2022 | 4 |
SECURIAN ASSET MANAGEMENT, INC | 4 | 4 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q4 2022 | 4 |
COOPERMAN LEON G | 4 | 4 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
ROBERTS GLORE & CO INC /IL/ | 1 | 1 | 0.18% | 0.31% | 0.44% | Q3 2015 | Q3 2020 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Waverly Advisors, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2015 | 4 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2022 | 4 |
Zions Bancorporation | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 3 |
Glassman Wealth Services | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q2 2022 | 3 |
North Star Investment Management Corp. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2018 | 3 |
Rinet Co LLC | 3 | 3 | 0.13% | 0.15% | 0.16% | Q1 2021 | Q3 2021 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Holloway Wealth Management, LLC | 2 | 1 | 0.00% | 0.19% | 0.32% | Q2 2019 | Q1 2020 | 3 |
January Capital Advisors LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q2 2022 | 3 |
ITS Asset Management, L.P. | 3 | 3 | 6.23% | 14.58% | 30.49% | Q4 2015 | Q2 2016 | 3 |
Founders Capital Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 3 |
Segment Wealth Management, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q1 2020 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Euclid Advisors LLC | 2 | 1 | 0.40% | 0.44% | 0.48% | Q1 2014 | Q4 2014 | 3 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q1 2021 | 3 |
STERNE AGEE GROUP, INC. | 2 | 1 | 0.10% | 0.12% | 0.17% | Q2 2013 | Q4 2014 | 3 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Harfst & Associates, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2017 | 3 |
FIRST NEW YORK SECURITIES LLC /NY | 3 | 3 | 0.10% | 0.18% | 0.25% | Q2 2014 | Q4 2014 | 3 |
Truadvice, LLC | 3 | 3 | 0.10% | 0.56% | 1.17% | Q1 2023 | Q3 2023 | 3 |
Ignite Planners, LLC | 2 | 1 | 0.19% | 0.33% | 0.43% | Q4 2021 | Q4 2022 | 3 |
Stearns Financial Services Group | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 3 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 3 | 3 | 0.09% | 1.22% | 3.45% | Q1 2016 | Q3 2016 | 3 |
Pinnacle Family Advisors, LLC | 2 | 1 | 0.35% | 0.49% | 0.68% | Q2 2020 | Q4 2021 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.28% | 3.68% | 8.59% | Q4 2021 | Q2 2022 | 3 |
JUMP TRADING, LLC | 2 | 1 | 0.01% | 0.28% | 0.76% | Q2 2019 | Q1 2020 | 3 |
Strategic Income Management, LLC | 3 | 3 | 0.65% | 0.65% | 0.65% | Q4 2014 | Q2 2015 | 3 |
QUADRANT CAPITAL GROUP LLC | 2 | 1 | 0.00% | 0.07% | 0.16% | Q2 2015 | Q3 2022 | 3 |
ACG Wealth | 2 | 1 | 0.00% | 0.07% | 0.16% | Q2 2017 | Q3 2022 | 3 |
Cavalier Investments, LLC | 3 | 3 | 0.38% | 0.38% | 0.39% | Q4 2015 | Q2 2016 | 3 |
Wakefield Asset Management LLLP | 3 | 3 | 1.00% | 1.44% | 2.25% | Q3 2018 | Q1 2019 | 3 |
TAP Consulting, LLC | 3 | 3 | 0.70% | 1.03% | 1.68% | Q1 2023 | Q3 2023 | 3 |
Pacific Center for Financial Services | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Horst & Graben Wealth Management LLC | 3 | 3 | 0.09% | 0.14% | 0.17% | Q2 2020 | Q4 2020 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Limestone Value Partners, LLC | 3 | 3 | 3.12% | 4.64% | 5.62% | Q4 2015 | Q2 2016 | 3 |
Legacy Capital Partners, Inc. | 3 | 3 | 0.10% | 0.17% | 0.20% | Q3 2021 | Q1 2022 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.01% | 0.12% | 0.30% | Q4 2021 | Q4 2022 | 3 |
ShoreHaven Wealth Partners, LLC | 2 | 1 | 0.01% | 0.84% | 2.07% | Q4 2020 | Q1 2023 | 3 |
ONE Advisory Partners, LLC | 3 | 3 | 0.21% | 0.24% | 0.25% | Q2 2020 | Q4 2020 | 3 |
Alerus Investment Advisors Corp | 3 | 3 | 1.22% | 1.91% | 3.04% | Q3 2015 | Q1 2016 | 3 |
UBS OCONNOR LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
MONETARY MANAGEMENT GROUP INC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q1 2016 | Q3 2016 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 3 |
Greytown Advisors Inc. | 2 | 1 | 0.11% | 0.13% | 0.17% | Q4 2020 | Q1 2023 | 3 |
WFA of San Diego, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
MTC Wealth Management LLC | 3 | 3 | 5.89% | 9.67% | 13.56% | Q1 2023 | Q3 2023 | 3 |
Inspire Investing, LLC | 3 | 3 | 0.04% | 0.09% | 0.16% | Q4 2021 | Q2 2022 | 3 |
Riggs Asset Managment Co. Inc. | 2 | 1 | 0.01% | 0.68% | 1.14% | Q3 2016 | Q1 2020 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Grove Bank & Trust | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q1 2023 | 3 |
ALETHEA CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.50% | 1.10% | 2.22% | Q4 2015 | Q4 2016 | 3 |
GODSEY & GIBB, INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Bond & Devick Financial Network, Inc. | 3 | 3 | 0.21% | 0.24% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2012 | Q2 2013 | 3 |
FCA CORP /TX | 3 | 3 | 0.16% | 0.19% | 0.21% | Q2 2013 | Q4 2013 | 3 |
Birchcreek Wealth Management, LLC | 3 | 3 | 0.21% | 0.26% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Mint Tower Capital Management B.V. | 3 | 3 | 0.00% | 0.13% | 0.29% | Q1 2019 | Q3 2019 | 3 |
Wealth Advisory Solutions, LLC | 3 | 3 | 0.00% | 0.28% | 0.52% | Q3 2020 | Q1 2021 | 3 |
DOCK STREET ASSET MANAGEMENT INC | 3 | 3 | 1.09% | 1.14% | 1.16% | Q3 2021 | Q1 2022 | 3 |
Model Capital Management LLC | 3 | 3 | 0.89% | 27.40% | 40.86% | Q3 2020 | Q1 2021 | 3 |
Allen Capital Group, LLC | 1 | 1 | 0.00% | 1.15% | 3.40% | Q4 2017 | Q3 2020 | 3 |
Point72 Asset Management, L.P. | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q2 2023 | 3 |
Arden Trust Co | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
ORG Partners LLC | 3 | 3 | 0.00% | 4.65% | 13.90% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 1.23% | 1.29% | 1.32% | Q4 2017 | Q4 2018 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.18% | 0.21% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 3 |
Global Trust Asset Management, LLC | 3 | 3 | 0.55% | 0.71% | 0.83% | Q3 2019 | Q1 2020 | 3 |
Matrix Trust Co | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Marcum Wealth, LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q2 2023 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q2 2018 | 3 |
Yoder Wealth Management, Inc. | 3 | 3 | 0.54% | 0.72% | 1.06% | Q1 2023 | Q3 2023 | 3 |
Sierra Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.09% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Edge Wealth Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2020 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.02% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 3 |
MCIA Inc | 2 | 1 | 0.08% | 0.24% | 0.36% | Q3 2020 | Q3 2023 | 3 |
Fortis Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 3 |
SEGALL BRYANT & HAMILL, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 3 |
Sensible Financial Planning & Management, LLC. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2014 | Q2 2015 | 3 |
Nikulski Financial, Inc. | 2 | 1 | 0.17% | 0.25% | 0.30% | Q4 2017 | Q3 2019 | 3 |
Heritage Wealth Partners, LLC | 2 | 1 | 0.78% | 1.83% | 3.19% | Q4 2022 | Q3 2023 | 3 |
Fiduciary Planning LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2021 | 3 |
FNY Investment Advisers, LLC | 2 | 1 | 0.20% | 0.33% | 0.50% | Q2 2022 | Q3 2023 | 3 |
Beirne Wealth Consulting Services, LLC | 3 | 3 | 0.36% | 0.71% | 0.88% | Q1 2023 | Q3 2023 | 3 |
Epstein & White Financial LLC | 3 | 3 | 0.16% | 0.21% | 0.29% | Q4 2017 | Q2 2018 | 3 |
EXCALIBUR MANAGEMENT CORP | 3 | 3 | 0.20% | 0.23% | 0.25% | Q1 2021 | Q3 2021 | 3 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3 | 3 | 0.01% | 0.07% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Lineweaver Wealth Advisors, LLC | 3 | 3 | 0.11% | 0.13% | 0.17% | Q2 2020 | Q4 2020 | 3 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2015 | 3 |
Stephens Consulting, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Fiduciary Alliance LLC | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Hoxton Planning & Management, LLC | 3 | 3 | 0.18% | 0.43% | 0.58% | Q4 2022 | Q2 2023 | 3 |
Pinion Investment Advisors, LLC | 2 | 1 | 0.31% | 0.45% | 0.74% | Q2 2019 | Q3 2020 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 0.34% | 1.78% | 4.65% | Q4 2017 | Q2 2018 | 3 |
ATTICUS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.05% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Austin Private Wealth, LLC | 3 | 3 | 0.12% | 0.17% | 0.20% | Q2 2020 | Q4 2020 | 3 |
Centurion Wealth Management LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q2 2023 | 3 |
BTS Asset Management, Inc. | 1 | 1 | 0.19% | 36.01% | 86.95% | Q2 2019 | Q4 2021 | 3 |
Campbell Wealth Management | 3 | 3 | 0.07% | 3.06% | 8.94% | Q3 2022 | Q1 2023 | 3 |
Howard Capital Management Inc. | 3 | 3 | 0.11% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Shepherd Financial Partners LLC | 3 | 3 | 2.82% | 3.68% | 4.20% | Q2 2020 | Q4 2020 | 3 |
Second Half Financial Partners, LLC | 3 | 3 | 6.29% | 6.36% | 6.48% | Q1 2023 | Q3 2023 | 3 |
UBP Investment Advisors SA | 2 | 1 | 0.76% | 0.89% | 0.98% | Q4 2017 | Q3 2018 | 3 |
CERTUITY, LLC | 3 | 3 | 0.08% | 0.10% | 0.11% | Q2 2020 | Q4 2020 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.11% | 0.18% | Q1 2023 | Q3 2023 | 3 |
GDS Wealth Management | 3 | 3 | 1.37% | 1.40% | 1.42% | Q1 2023 | Q3 2023 | 3 |
YorkBridge Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Delta Investment Management, LLC | 2 | 1 | 0.33% | 0.51% | 0.61% | Q1 2020 | Q4 2020 | 3 |
Bank of Marin | 3 | 3 | 0.60% | 0.75% | 0.86% | Q1 2023 | Q3 2023 | 3 |
Presidio Capital Management, LLC | 3 | 3 | 0.25% | 2.53% | 7.03% | Q1 2023 | Q3 2023 | 3 |
FINANCIAL LIFE ADVISORS | 3 | 3 | 0.10% | 0.26% | 0.54% | Q4 2022 | Q2 2023 | 3 |
Carr Financial Group Corp | 3 | 3 | 0.29% | 0.35% | 0.42% | Q1 2023 | Q3 2023 | 3 |
Leucadia National | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q3 2023 | 3 |
Apella Capital, LLC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q2 2021 | Q4 2021 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.05% | 1.35% | 2.05% | Q2 2020 | Q4 2020 | 3 |
AMJ Financial Wealth Management | 3 | 3 | 0.11% | 3.25% | 4.85% | Q2 2020 | Q4 2020 | 3 |
Covalent Partners LLC | 3 | 3 | 9.66% | 12.82% | 15.26% | Q1 2023 | Q3 2023 | 3 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q1 2023 | 3 |
Legacy Financial Strategies, LLC | 3 | 3 | 0.20% | 0.29% | 0.36% | Q2 2020 | Q4 2020 | 3 |
Worth Asset Management, LLC | 2 | 1 | 0.07% | 0.34% | 0.85% | Q3 2022 | Q2 2023 | 3 |
Mayfair Advisory Group, LLC | 3 | 3 | 1.15% | 1.23% | 1.27% | Q2 2022 | Q4 2022 | 3 |
Tradewinds Capital Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2016 | 3 |
Paragon Private Wealth Management, LLC | 3 | 3 | 0.21% | 0.31% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Graticule Asia Macro Advisors LLC | 3 | 3 | 3.52% | 7.82% | 13.18% | Q2 2015 | Q4 2015 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 3 |
REGATTA CAPITAL GROUP, LLC | 3 | 3 | 0.25% | 1.82% | 2.60% | Q4 2022 | Q2 2023 | 3 |
VALLEY NATIONAL ADVISERS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2015 | 3 |
Centiva Capital, LP | 2 | 1 | 0.18% | 0.59% | 1.06% | Q2 2022 | Q2 2023 | 3 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 3 | 3 | 11.72% | 12.54% | 13.62% | Q2 2019 | Q4 2019 | 3 |
Strid Group, LLC | 3 | 3 | 4.92% | 6.19% | 8.35% | Q4 2015 | Q2 2016 | 3 |
SG3 Management, LLC | 1 | 1 | 0.08% | 0.18% | 0.30% | Q4 2016 | Q1 2022 | 3 |
WealthCare Investment Partners, LLC | 3 | 3 | 0.73% | 1.59% | 2.07% | Q1 2023 | Q3 2023 | 3 |
Capital Planning Advisors, LLC | 3 | 3 | 5.16% | 6.65% | 7.72% | Q1 2023 | Q3 2023 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q2 2021 | 3 |
AVAII WEALTH MANAGEMENT, LLC | 2 | 1 | 0.47% | 0.68% | 1.09% | Q4 2021 | Q3 2023 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 1.70% | 1.98% | 2.53% | Q2 2022 | Q2 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 2 | 1 | 4.04% | 4.66% | 5.07% | Q4 2021 | Q1 2023 | 3 |
RELIANCE TRUST CO OF DELAWARE | 3 | 3 | 0.03% | 0.07% | 0.10% | Q3 2018 | Q1 2019 | 3 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.01% | 0.47% | 0.76% | Q4 2021 | Q2 2023 | 3 |
QS Investors, LLC | 3 | 3 | 1.02% | 3.26% | 6.19% | Q3 2020 | Q1 2021 | 3 |
SYM FINANCIAL Corp | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.08% | 0.09% | 0.10% | Q3 2022 | Q3 2023 | 3 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.07% | 0.08% | 0.09% | Q1 2019 | Q2 2023 | 3 |
Community Financial Services Group, LLC | 2 | 1 | 5.53% | 6.98% | 9.71% | Q3 2019 | Q3 2023 | 3 |
Diversified Portfolios, Inc. | 3 | 3 | 0.13% | 0.14% | 0.16% | Q4 2014 | Q2 2015 | 3 |
ROMAN BUTLER FULLERTON & CO | 3 | 3 | 0.32% | 0.33% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Covenant Partners, LLC | 1 | 1 | 0.37% | 0.72% | 0.97% | Q2 2019 | Q1 2023 | 3 |
JTC Employer Solutions Trustee Ltd | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Bank of New Hampshire | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2020 | 3 |
Rezny Wealth Management, Inc. | 3 | 3 | 4.47% | 4.63% | 4.90% | Q1 2023 | Q3 2023 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.17% | 1.14% | 2.40% | Q4 2014 | Q2 2015 | 3 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.89% | 2.55% | Q2 2019 | Q2 2021 | 3 |
Juniper Hill Capital Management LP | 3 | 3 | 9.82% | 26.10% | 35.52% | Q1 2023 | Q3 2023 | 3 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 2 | 1 | 0.02% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 3 |
Dentgroup LLC | 2 | 1 | 0.19% | 0.29% | 0.43% | Q3 2022 | Q2 2023 | 3 |
PAX Financial Group, LLC | 3 | 3 | 0.08% | 0.19% | 0.33% | Q4 2021 | Q2 2022 | 3 |
Hoxton Financial, Inc. | 3 | 3 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q4 2013 | 3 |
1 NORTH WEALTH SERVICES LLC | 2 | 1 | 4.84% | 4.99% | 5.10% | Q1 2019 | Q4 2019 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.24% | 0.26% | 0.28% | Q4 2020 | Q2 2021 | 3 |
Ascendant Capital Management, LLC | 1 | 1 | 2.36% | 4.96% | 7.56% | Q2 2022 | Q1 2023 | 2 |
Bernardo Wealth Planning LLC | 2 | 2 | 1.03% | 1.33% | 1.64% | Q4 2020 | Q1 2021 | 2 |
Tactical Allocation Group LLC | 1 | 1 | 6.20% | 8.15% | 10.10% | Q2 2013 | Q2 2016 | 2 |
VeraBank, N.A. | 2 | 2 | 0.21% | 0.30% | 0.38% | Q2 2020 | Q3 2020 | 2 |
QCI ASSET MANAGEMENT INC/NY | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Lehman Financial Resources, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2012 | Q1 2013 | 2 |
TIAA, FSB | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 0.42% | 0.42% | 0.43% | Q1 2023 | Q2 2023 | 2 |
TPG Financial Advisors, LLC | 2 | 2 | 7.66% | 7.81% | 7.96% | Q2 2023 | Q3 2023 | 2 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2018 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
LAKE STREET PRIVATE WEALTH, LLC | 2 | 2 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q1 2022 | 2 |
Ameraudi Asset Management, Inc. | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Country Club Trust Company, n.a. | 2 | 2 | 0.53% | 0.74% | 0.96% | Q3 2019 | Q4 2019 | 2 |
III Capital Management | 1 | 1 | 0.01% | 0.66% | 1.31% | Q3 2022 | Q3 2023 | 2 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.12% | 2.14% | 4.16% | Q1 2022 | Q3 2022 | 2 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.13% | 0.25% | Q4 2017 | Q3 2019 | 2 |
MACQUARIE GROUP LTD | 2 | 2 | 0.06% | 0.08% | 0.10% | Q2 2013 | Q3 2013 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.47% | 0.69% | 0.91% | Q3 2019 | Q4 2019 | 2 |
Hunting Hill Global Capital, LLC | 2 | 2 | 0.92% | 1.25% | 1.58% | Q2 2023 | Q3 2023 | 2 |
EVOKE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 2 |
GenTrust, LLC | 2 | 2 | 1.73% | 2.22% | 2.70% | Q2 2023 | Q3 2023 | 2 |
Physician Wealth Advisors, Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2020 | Q3 2020 | 2 |
SigFig Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
BCS Wealth Management | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2020 | Q3 2020 | 2 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.76% | 1.27% | 1.79% | Q4 2019 | Q2 2022 | 2 |
PLATINUM GROVE ASSET MANAGEMENT, LP | 2 | 2 | 0.68% | 1.67% | 2.66% | Q2 2013 | Q3 2013 | 2 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.07% | 0.28% | 0.48% | Q4 2020 | Q4 2021 | 2 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 1.80% | 2.30% | 2.81% | Q1 2014 | Q4 2018 | 2 |
One Charles Private Wealth Services, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.76% | 1.52% | Q4 2019 | Q3 2022 | 2 |
Rainier Group Investment Advisory LLC | 2 | 2 | 8.37% | 8.60% | 8.82% | Q2 2020 | Q3 2020 | 2 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 2.86% | 10.41% | 17.95% | Q2 2020 | Q3 2023 | 2 |
Municipal Employees' Retirement System of Michigan | 2 | 2 | 1.73% | 1.91% | 2.09% | Q1 2021 | Q2 2021 | 2 |
Pettinga Financial Advisors LLC | 1 | 1 | 0.08% | 0.18% | 0.29% | Q4 2018 | Q1 2022 | 2 |
Copperleaf Capital, LLC | 2 | 2 | 0.40% | 1.82% | 3.23% | Q3 2020 | Q4 2020 | 2 |
Elevated Capital Advisors, LLC | 2 | 2 | 0.82% | 0.82% | 0.82% | Q2 2023 | Q3 2023 | 2 |
McNaughton Wealth Management, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2019 | Q1 2020 | 2 |
Moser Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Menard Financial Group LLC | 2 | 2 | 2.31% | 4.13% | 5.95% | Q1 2020 | Q2 2020 | 2 |
Truepoint, Inc. | 2 | 2 | 0.05% | 0.06% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Capital Wealth Alliance, LLC | 2 | 2 | 0.33% | 0.44% | 0.55% | Q1 2023 | Q2 2023 | 2 |
Goodwin Investment Advisory | 2 | 2 | 0.15% | 0.36% | 0.58% | Q4 2020 | Q1 2021 | 2 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
BEAM WEALTH ADVISORS, INC. | 2 | 2 | 0.41% | 0.42% | 0.42% | Q2 2020 | Q3 2020 | 2 |
Efficient Market Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
FC Advisory LLC | 1 | 1 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q4 2023 | 2 |
High Note Wealth, LLC | 2 | 2 | 1.20% | 1.28% | 1.36% | Q4 2020 | Q1 2021 | 2 |
COLUMBIA ADVISORY PARTNERS LLC | 2 | 2 | 0.53% | 1.93% | 3.33% | Q4 2022 | Q1 2023 | 2 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
OXFORD ASSET MANAGEMENT LLP | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q2 2018 | 2 |
Grant/GrossMendelsohn, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
PERSONAL CFO SOLUTIONS, LLC | 1 | 1 | 0.75% | 0.90% | 1.05% | Q2 2020 | Q1 2023 | 2 |
Hefty Wealth Partners | 2 | 2 | 0.32% | 0.43% | 0.54% | Q4 2015 | Q1 2016 | 2 |
GALAXY CAPITAL TRADING LTD | 2 | 2 | 6.92% | 9.56% | 12.20% | Q2 2013 | Q3 2013 | 2 |
Lowell Blake & Associates Inc. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q3 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 2 |
INGALLS & SNYDER LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2023 | 2 |
MALTESE CAPITAL MANAGEMENT LLC | 2 | 2 | 0.33% | 0.34% | 0.35% | Q1 2020 | Q2 2020 | 2 |
MY Wealth Management Inc. | 2 | 2 | 5.32% | 5.58% | 5.85% | Q1 2022 | Q2 2022 | 2 |
Kalos Management, Inc. | 1 | 1 | 0.17% | 0.37% | 0.56% | Q1 2020 | Q2 2021 | 2 |
Canal Capital Management, LLC | 1 | 1 | 0.13% | 1.65% | 3.17% | Q4 2022 | Q3 2023 | 2 |
Jenkins Wealth | 1 | 1 | 3.12% | 4.92% | 6.72% | Q4 2021 | Q4 2022 | 2 |
Ten Capital Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q1 2023 | Q2 2023 | 2 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.14% | 0.31% | 0.48% | Q4 2015 | Q3 2016 | 2 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 2 |
Marks Wealth, LLC | 1 | 1 | 1.31% | 11.35% | 21.39% | Q4 2020 | Q2 2022 | 2 |
GoalVest Advisory LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2023 | 2 |
Chevy Chase Trust Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Running Point Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 2 | 2 | 0.90% | 0.99% | 1.08% | Q2 2022 | Q3 2022 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.08% | 0.19% | 0.30% | Q4 2020 | Q1 2022 | 2 |
Sandbox Financial Partners, LLC | 2 | 2 | 0.18% | 0.20% | 0.23% | Q2 2021 | Q3 2021 | 2 |
Bickling Financial Services, Inc. | 2 | 2 | 0.64% | 0.80% | 0.95% | Q4 2020 | Q1 2021 | 2 |
FinTrust Investment Advisory Services, LLC | 2 | 2 | 1.25% | 1.29% | 1.32% | Q2 2013 | Q3 2013 | 2 |
Interchange Capital Partners, LLC | 2 | 2 | 0.17% | 0.19% | 0.22% | Q4 2020 | Q1 2021 | 2 |
Sovereign Financial Group, Inc. | 2 | 2 | 0.08% | 0.09% | 0.11% | Q2 2023 | Q3 2023 | 2 |
First PREMIER Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.05% | 0.23% | 0.40% | Q2 2013 | Q3 2013 | 2 |
Williams Financial, LLC | 2 | 2 | 0.75% | 1.26% | 1.78% | Q4 2020 | Q1 2021 | 2 |
Cleary Gull Holdings Inc. | 2 | 2 | 0.12% | 0.18% | 0.24% | Q4 2015 | Q1 2016 | 2 |
Ellevest, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2021 | 2 |
Roble, Belko & Company, Inc | 1 | 1 | 0.02% | 0.40% | 0.78% | Q4 2022 | Q3 2023 | 2 |
Pinnacle Wealth Management Group, Inc. | 2 | 2 | 5.56% | 5.93% | 6.31% | Q2 2023 | Q3 2023 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2019 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.06% | 0.14% | 0.21% | Q1 2016 | Q2 2016 | 2 |
Pariax, LLC | 2 | 2 | 5.14% | 9.84% | 14.54% | Q2 2023 | Q3 2023 | 2 |
JB Capital LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Hedeker Wealth, LLC | 1 | 1 | 0.06% | 0.09% | 0.13% | Q4 2015 | Q3 2016 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 2 |
STUDIO INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Summit Asset Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Washington Trust Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Gateway Advisory, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2016 | Q2 2016 | 2 |
Manhattan West Asset Management, LLC | 2 | 2 | 0.16% | 4.01% | 7.85% | Q4 2021 | Q1 2022 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 2 | 0.01% | 0.14% | 0.28% | Q2 2023 | Q3 2023 | 2 |
EUDAIMONIA ADVISORS LLC | 2 | 2 | 0.38% | 0.41% | 0.44% | Q2 2023 | Q3 2023 | 2 |
Anson Capital, Inc. | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Bowman & Co S.C. | 2 | 2 | 0.99% | 1.02% | 1.06% | Q2 2023 | Q3 2023 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Missouri Trust & Investment Co | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
VALLEY WEALTH MANAGERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 2 |
WEALTHSPAN PARTNERS, LLC | 2 | 2 | 1.00% | 1.01% | 1.02% | Q4 2021 | Q1 2022 | 2 |
Alliance Wealth Management Group | 2 | 2 | 29.09% | 32.32% | 35.55% | Q1 2016 | Q2 2016 | 2 |
J.P. Turner & Co Capital Mnagement, LLC | 1 | 1 | 0.45% | 0.51% | 0.56% | Q4 2014 | Q3 2015 | 2 |
BIVIN & ASSOCIATES, INC. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 2 |
Rotella Capital Management, Inc. | 2 | 2 | 1.03% | 1.15% | 1.27% | Q2 2014 | Q3 2014 | 2 |
Quent Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
PhaseCapital LP | 2 | 2 | 0.50% | 0.86% | 1.23% | Q1 2015 | Q2 2015 | 2 |
AlphaCentric Advisors LLC | 2 | 2 | 0.01% | 0.10% | 0.19% | Q3 2021 | Q4 2021 | 2 |
Spruce Investment Advisors LLC | 2 | 2 | 3.28% | 5.48% | 7.69% | Q3 2015 | Q4 2015 | 2 |
Aspire Wealth Management Corp | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
Muzinich & Co., Inc. | 2 | 2 | 0.02% | 0.08% | 0.15% | Q4 2018 | Q1 2019 | 2 |
BKA Wealth Consulting, Inc. | 2 | 2 | 3.06% | 3.09% | 3.12% | Q2 2023 | Q3 2023 | 2 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.00% | 0.11% | 0.21% | Q3 2015 | Q2 2022 | 2 |
FORTE ASSET MANAGEMENT LLC | 2 | 2 | 0.32% | 0.37% | 0.43% | Q2 2022 | Q3 2022 | 2 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2019 | Q3 2019 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.10% | 0.41% | 0.73% | Q2 2023 | Q3 2023 | 2 |
ANGELES WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Caprock Group, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q3 2016 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2015 | 2 |
Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MGO Private Wealth, LLC | 2 | 2 | 1.34% | 1.84% | 2.33% | Q2 2023 | Q3 2023 | 2 |
One Capital Management, LLC | 1 | 1 | 0.01% | 0.44% | 0.88% | Q3 2014 | Q3 2022 | 2 |
BREWIN DOLPHIN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.75% | 0.75% | 0.76% | Q2 2023 | Q3 2023 | 2 |
Sandell Asset Management Corp. | 1 | 1 | 0.91% | 1.05% | 1.20% | Q3 2017 | Q2 2018 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.73% | 0.75% | 0.76% | Q2 2023 | Q3 2023 | 2 |
MIDDLETON & CO INC/MA | 2 | 2 | 1.12% | 1.37% | 1.61% | Q2 2023 | Q3 2023 | 2 |
Forza Wealth Management, LLC | 2 | 2 | 0.26% | 0.32% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q4 2022 | 2 |
Glass Jacobson Investment Advisors llc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.29% | 0.40% | 0.51% | Q1 2023 | Q2 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Idaho Trust Bank | 2 | 2 | 0.14% | 0.25% | 0.36% | Q2 2023 | Q3 2023 | 2 |
Authentikos Wealth Advisory, LLC | 2 | 2 | 1.19% | 1.26% | 1.33% | Q2 2023 | Q3 2023 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Imprint Wealth LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q2 2023 | 2 |
Financial Management Professionals, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2020 | 2 |
Noble Family Wealth, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
National Wealth Management Group, LLC | 1 | 1 | 0.23% | 0.44% | 0.64% | Q4 2021 | Q1 2023 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 1.13% | 1.13% | 1.14% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.02% | 1.15% | 2.28% | Q2 2023 | Q3 2023 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 0.70% | 0.95% | 1.21% | Q2 2023 | Q3 2023 | 2 |
BW Gestao de Investimentos Ltda. | 2 | 2 | 0.98% | 1.04% | 1.09% | Q2 2023 | Q3 2023 | 2 |
MCF Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 2 |
PFS Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
VALLEY FINANCIAL MANAGEMENT, INC. | 2 | 2 | 0.98% | 1.24% | 1.50% | Q1 2023 | Q2 2023 | 2 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 2 |
LOGAN CAPITAL MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.02% | 0.30% | 0.58% | Q2 2014 | Q1 2022 | 2 |
FAIRFIELD, BUSH & CO. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q4 2017 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.22% | 0.23% | 0.23% | Q3 2016 | Q4 2016 | 2 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 2 | 2 | 0.22% | 0.22% | 0.23% | Q2 2023 | Q3 2023 | 2 |
SUN LIFE FINANCIAL INC | 2 | 2 | 0.90% | 0.98% | 1.06% | Q1 2023 | Q2 2023 | 2 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 2.07% | 2.85% | 3.63% | Q1 2017 | Q2 2017 | 2 |
Verity Asset Management, Inc. | 1 | 1 | 0.34% | 0.46% | 0.57% | Q3 2015 | Q1 2016 | 2 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.58% | 0.86% | 1.15% | Q2 2022 | Q3 2022 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 2 |
GIRARD SECURITIES, INC. | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2017 | Q3 2017 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 2 |
Willingdon Wealth Management | 1 | 1 | 0.01% | 0.71% | 1.42% | Q4 2018 | Q1 2020 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q3 2013 | 2 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 2 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Chicago Wealth Management, Inc. | 2 | 2 | 0.28% | 3.39% | 6.50% | Q2 2020 | Q3 2020 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Harvest Investment Services, LLC | 2 | 2 | 0.18% | 0.31% | 0.43% | Q2 2020 | Q3 2020 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Santori & Peters, Inc. | 2 | 2 | 0.53% | 0.55% | 0.56% | Q4 2020 | Q1 2021 | 2 |
Vigilare Wealth Management | 1 | 1 | 0.20% | 0.82% | 1.45% | Q4 2019 | Q4 2023 | 2 |
Financial Services Advisory Inc | 2 | 2 | 0.59% | 0.80% | 1.01% | Q1 2023 | Q2 2023 | 2 |
Evensky & Katz LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
G&S Capital LLC | 2 | 2 | 2.34% | 2.44% | 2.54% | Q2 2018 | Q3 2018 | 2 |
BEACONLIGHT CAPITAL, LLC | 2 | 2 | 8.59% | 8.84% | 9.09% | Q4 2021 | Q1 2022 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Quaker Wealth Management, LLC | 2 | 2 | 5.53% | 5.61% | 5.68% | Q2 2023 | Q3 2023 | 2 |
TOTAL INVESTMENT MANAGEMENT INC | 1 | 1 | 0.14% | 0.27% | 0.40% | Q2 2020 | Q2 2021 | 2 |
Glovista Investments LLC | 2 | 2 | 0.59% | 2.90% | 5.21% | Q4 2022 | Q1 2023 | 2 |
Relative Value Partners, LLC | 2 | 2 | 0.46% | 0.92% | 1.37% | Q2 2013 | Q3 2013 | 2 |
Nan Shan Life Insurance Co., Ltd. | 2 | 2 | 0.48% | 0.63% | 0.77% | Q3 2018 | Q4 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.06% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Winthrop Advisory Group LLC | 2 | 2 | 0.15% | 0.20% | 0.26% | Q3 2020 | Q4 2020 | 2 |
Moab Capital Partners | 2 | 2 | 4.19% | 4.48% | 4.78% | Q4 2016 | Q1 2017 | 2 |
Oxinas Partners Wealth Management LLC | 2 | 2 | 0.36% | 0.39% | 0.42% | Q2 2023 | Q3 2023 | 2 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Pasadena Private Wealth, LLC | 2 | 2 | 0.49% | 0.64% | 0.78% | Q4 2021 | Q1 2022 | 2 |
Hudson Capital Management LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Kernodle & Katon Asset Management Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q3 2019 | Q1 2020 | 2 |
WIN ADVISORS, INC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2023 | Q2 2023 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2022 | Q3 2022 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 5.40% | 5.40% | 5.40% | Q1 2022 | Q1 2022 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
CarsonAllaria Wealth Management, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SG Capital Management LLC | 1 | 1 | 16.58% | 16.58% | 16.58% | Q2 2020 | Q2 2020 | 1 |
Spot Trading L.L.C | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Mirador Capital Partners LP | 1 | 1 | 2.28% | 2.28% | 2.28% | Q3 2016 | Q3 2016 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Highview Capital Management LLC/DE/ | 1 | 1 | 4.02% | 4.02% | 4.02% | Q3 2022 | Q3 2022 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
American Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Passaic Partners LLC | 1 | 1 | 3.50% | 3.50% | 3.50% | Q3 2022 | Q3 2022 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2022 | Q3 2022 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
ROCKY MOUNTAIN ADVISERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
LOCKERMAN FINANCIAL GROUP, INC. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2023 | Q1 2023 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Sturgeon Ventures LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Eagle Strategies LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
AI Financial Services LLC | 1 | 1 | 8.06% | 8.06% | 8.06% | Q3 2019 | Q3 2019 | 1 |
Aberdeen Wealth Management LLC | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2020 | Q4 2020 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Family Management Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Cardinal Point Wealth Management Partners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 15.00% | 15.00% | 15.00% | Q3 2022 | Q3 2022 | 1 |
COUNTRY CLUB BANK /GFN | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PALLADIEM, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Northland Capital Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Valentine Capital Asset Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
WJ Interests, LLC | 1 | 1 | 4.48% | 4.48% | 4.48% | Q2 2022 | Q2 2022 | 1 |
Investment Advisory Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Next Level Private LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Blackston Financial Advisory Group, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2022 | Q2 2022 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Gibson Wealth Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
TimeScale Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
COMMONS CAPITAL, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Shilanski & Associates, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2019 | Q2 2019 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Clientfirst Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Integrity Financial Corp /WA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Kraft, Davis & Associates, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Coury Firm Asset Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
New Potomac Partners, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
Alden Global Capital LLC | 1 | 1 | 45.24% | 45.24% | 45.24% | Q3 2023 | Q3 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2020 | Q1 2020 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
D.B. Root & Company, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2018 | Q4 2018 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2023 | Q1 2023 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Future Financial Wealth Managment LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2023 | Q3 2023 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
EHP Funds Inc. | 1 | 1 | 2.90% | 2.90% | 2.90% | Q2 2023 | Q2 2023 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2023 | Q1 2023 | 1 |
Black Maple Capital Management LP | 1 | 1 | 3.23% | 3.23% | 3.23% | Q3 2023 | Q3 2023 | 1 |
Steigerwald, Gordon & Koch Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Rinkey Investments | 1 | 1 | 1.34% | 1.34% | 1.34% | Q2 2023 | Q2 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2019 | Q1 2019 | 1 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
S.A. Mason LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Global Assets Advisory, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2023 | Q3 2023 | 1 |
Portfolio Strategies Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q4 2021 | Q4 2021 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q2 2013 | Q2 2013 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
WPWealth LLP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Quadrant Private Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2023 | Q1 2023 | 1 |
F3Logic, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
Financial Engines Advisors L.L.C. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2021 | Q1 2021 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
TOTH FINANCIAL ADVISORY CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Horrell Capital Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q1 2023 | Q1 2023 | 1 |
Ashfield Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
PAYDEN & RYGEL | 1 | 1 | 0.47% | 0.47% | 0.47% | Q1 2015 | Q1 2015 | 1 |
PALISADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Register Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2013 | Q2 2013 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NTV ASSET MANAGEMENT LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Richard W. Paul & Associates, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q1 2023 | Q1 2023 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2015 | Q3 2015 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2022 | Q4 2022 | 1 |
Mill Creek Capital Advisors, LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q4 2022 | Q4 2022 | 1 |
CXI Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
TFB Advisors LLC | 1 | 1 | 1.94% | 1.94% | 1.94% | Q1 2023 | Q1 2023 | 1 |
Spectrum Planning & Advisory Services Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
Beck Bode, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Parker Financial LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Blackstone Inc. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2020 | Q1 2020 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
LaSalle St. Investment Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Traverso Chambers Private Wealth Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2020 | Q1 2020 | 1 |
LEVEL FOUR FINANCIAL, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
Progressive Investment Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMI ASSET MANAGEMENT CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Capula Management Ltd | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2020 | Q2 2020 | 1 |
Olympiad Research LP | 1 | 1 | 3.50% | 3.50% | 3.50% | Q4 2019 | Q4 2019 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2014 | Q2 2014 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Passport Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
OneAscent Financial Services LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Kensington Asset Management, LLC | 1 | 1 | 42.89% | 42.89% | 42.89% | Q4 2021 | Q4 2021 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Miura Global Management | 1 | 1 | 3.04% | 3.04% | 3.04% | Q1 2016 | Q1 2016 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FRONTIER INVESTMENT MGMT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J.P. Morgan Private Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
CMT Asset Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Signator Financial Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
IEQ CAPITAL, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PITCAIRN CO | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2018 | Q1 2018 | 1 |
Summit Global Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
FIRST COMMUNITY TRUST NA | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2023 | Q3 2023 | 1 |
Ahrens Investment Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Water Oak Advisors LLC | 1 | 1 | 3.50% | 3.50% | 3.50% | Q3 2014 | Q3 2014 | 1 |
Longer Investments Inc. | 1 | 1 | 2.50% | 2.50% | 2.50% | Q2 2013 | Q2 2013 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WELCH & FORBES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
TDAM USA INC. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2013 | Q3 2013 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Pure Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Lee Financial Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Deer Park Road Corp | 1 | 1 | 1.23% | 1.23% | 1.23% | Q3 2022 | Q3 2022 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 3.65% | 3.65% | 3.65% | Q3 2015 | Q3 2015 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Peninsula Wealth, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
Legacy Trust | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
PICTET BANK & TRUST Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2019 | Q1 2019 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
Laird Norton Wetherby Trust Company, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CMC Financial Group | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2019 | Q2 2019 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Berkshire Bank | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Del Mar Asset Management, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
Core Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Avestar Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
STRINGER ASSET MANAGEMENT, LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2022 | Q3 2022 | 1 |
AEGON USA Investment Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q2 2013 | 1 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2019 | Q1 2019 | 1 |
Platform Technology Partners | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
LifePro Asset Management | 1 | 1 | 2.58% | 2.58% | 2.58% | Q3 2022 | Q3 2022 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Hartree Partners, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2023 | Q1 2023 | 1 |
PEAK6 Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2014 | Q2 2014 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 2.88% | 2.88% | 2.88% | Q1 2018 | Q1 2018 | 1 |
Commonwealth Financial Services, LLC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q1 2015 | Q1 2015 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BRR OpCo, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2017 | 1 |
ING GROEP NV | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Bell Bank | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2020 | Q4 2020 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
HANCOCK WHITNEY CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Paulson & Co. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q1 2015 | 1 |
LMCG INVESTMENTS, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2022 | Q3 2022 | 1 |
Edmonds Duncan Registered Investment Advisors, LLC | 1 | 1 | 4.30% | 4.30% | 4.30% | Q3 2023 | Q3 2023 | 1 |
Peak Financial Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2013 | Q2 2013 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
361 CAPITAL LLC | 1 | 1 | 8.46% | 8.46% | 8.46% | Q1 2016 | Q1 2016 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Roundview Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Advisor Resource Council | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BAROMETER CAPITAL MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BURNEY CO/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Smart Money Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Midwest Wealth Management Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2020 | Q4 2020 | 1 |
Aristides Capital LLC | 1 | 1 | 2.17% | 2.17% | 2.17% | Q3 2022 | Q3 2022 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 1.04% | 1.04% | 1.04% | Q1 2019 | Q1 2019 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 8.19% | 8.19% | 8.19% | Q4 2020 | Q4 2020 | 1 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q2 2022 | Q2 2022 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Blooom, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
TIEDEMANN ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BALDWIN BROTHERS LLC/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2014 | Q3 2014 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
GREENWOOD GEARHART INC | 1 | 1 | 2.01% | 2.01% | 2.01% | Q3 2023 | Q3 2023 | 1 |
Brookfield Asset Management | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2023 | Q1 2023 | 1 |
SHAYNE & JACOBS, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Tacita Capital Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Douglass Winthrop Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Orion Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
ASSOCIATED BANC-CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Elequin Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2018 | Q4 2018 | 1 |
Capital One Investing, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
MBA Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Prostatis Group LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q4 2019 | Q4 2019 | 1 |
DigitalBridge Group, Inc. | 1 | 1 | 1.38% | 1.38% | 1.38% | Q2 2022 | Q2 2022 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Strategic Wealth Partners Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
AWM CAPITAL, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Svenska Handelsbanken AB (publ) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Tradeworx Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2023 | Q3 2023 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 4.80% | 4.80% | 4.80% | Q2 2022 | Q2 2022 | 1 |
Benedetti & Gucer, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Camelot Portfolios, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2015 | Q3 2015 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2014 | Q4 2014 | 1 |
Baymount Management LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2022 | Q3 2022 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Keystone Financial Services | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Centerstone Investors, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q4 2021 | Q4 2021 | 1 |
Avalon Investment & Advisory | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2015 | Q3 2015 | 1 |
SECURITY ASSET MANAGEMENT | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q3 2023 | Q3 2023 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2022 | Q2 2022 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Wright Fund Management, LLC | 1 | 1 | 17.29% | 17.29% | 17.29% | Q1 2023 | Q1 2023 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Systelligence, LLC | 1 | 1 | 2.54% | 2.54% | 2.54% | Q4 2023 | Q4 2023 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Taika Capital, LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2023 | Q2 2023 | 1 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BRINKER CAPITAL INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Independent Wealth Network Inc. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
New World Advisors LLC | 1 | 1 | 8.23% | 8.23% | 8.23% | Q2 2021 | Q2 2021 | 1 |
CUMBERLAND ADVISORS INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
ARES MANAGEMENT LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2021 | Q2 2021 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
AT Bancorp | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2019 | Q1 2019 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2021 | Q4 2021 | 1 |
Badgley Phelps Wealth Managers, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2022 | Q3 2022 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.