Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.05% | 0.33% | Q1 2012 | Q3 2023 | 125 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 121 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 115 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.05% | 0.28% | Q2 2013 | Q3 2023 | 109 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.07% | 0.29% | Q2 2013 | Q3 2023 | 108 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.13% | 0.64% | Q2 2013 | Q3 2023 | 107 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.29% | 2.45% | Q1 2014 | Q3 2023 | 103 |
UBS Group AG | 36 | 36 | 0.00% | 0.05% | 0.25% | Q4 2014 | Q3 2023 | 98 |
Parallax Volatility Advisers, L.P. | 28 | 9 | 0.00% | 0.02% | 0.21% | Q1 2014 | Q2 2023 | 94 |
Citadel Advisors | 38 | 38 | 0.00% | 0.03% | 0.12% | Q2 2014 | Q3 2023 | 94 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.11% | 0.89% | Q4 2015 | Q3 2023 | 91 |
Jefferies Group LLC | 25 | 8 | 0.00% | 0.24% | 1.90% | Q2 2014 | Q3 2022 | 83 |
MILLENNIUM MANAGEMENT LLC | 24 | 1 | 0.00% | 0.05% | 0.28% | Q4 2013 | Q3 2023 | 82 |
BNP PARIBAS FINANCIAL MARKETS | 39 | 39 | 0.00% | 0.23% | 2.19% | Q1 2014 | Q3 2023 | 82 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 74 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.01% | 0.06% | Q1 2012 | Q3 2023 | 74 |
CAPITAL FUND MANAGEMENT S.A. | 20 | 1 | 0.00% | 0.08% | 0.53% | Q3 2014 | Q3 2023 | 73 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.41% | Q1 2013 | Q3 2023 | 73 |
HAP Trading, LLC | 27 | 11 | 0.00% | 0.05% | 0.55% | Q2 2013 | Q4 2022 | 67 |
Paloma Partners Management Co | 15 | 1 | 0.01% | 0.21% | 1.79% | Q1 2014 | Q3 2023 | 64 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 63 |
M&T BANK CORP | 21 | 15 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 61 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.01% | 0.02% | Q1 2009 | Q3 2023 | 59 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 55 |
TWO SIGMA SECURITIES, LLC | 21 | 1 | 0.00% | 0.22% | 3.67% | Q1 2015 | Q3 2023 | 54 |
WOLVERINE TRADING, LLC | 5 | 1 | 0.00% | 0.07% | 0.42% | Q2 2016 | Q2 2023 | 52 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 51 |
TWO SIGMA INVESTMENTS, LP | 19 | 1 | 0.00% | 0.06% | 0.27% | Q1 2014 | Q2 2023 | 51 |
PEAK6 Group LLC | 15 | 1 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q2 2018 | 50 |
CWM, LLC | 24 | 2 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 49 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 37 | 9 | 0.00% | 0.02% | 0.04% | Q4 2010 | Q3 2022 | 46 |
BANQUE PICTET & CIE SA | 40 | 40 | 0.03% | 0.23% | 2.65% | Q4 2013 | Q3 2023 | 45 |
CenterStar Asset Management, LLC | 11 | 8 | 0.00% | 0.28% | 2.41% | Q4 2017 | Q4 2022 | 44 |
First Financial Bank - Trust Division | 44 | 44 | 0.03% | 0.11% | 0.45% | Q1 2013 | Q4 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.01% | 0.02% | 0.04% | Q4 2012 | Q3 2023 | 44 |
FMR LLC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 44 |
NEVILLE RODIE & SHAW INC | 43 | 43 | 0.51% | 0.69% | 0.84% | Q2 2013 | Q4 2023 | 43 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.17% | 0.62% | 1.17% | Q2 2013 | Q4 2023 | 43 |
APPLETON PARTNERS INC/MA | 43 | 43 | 0.64% | 1.08% | 2.32% | Q2 2013 | Q4 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.28% | 0.81% | 1.26% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.05% | 0.21% | 0.35% | Q1 2013 | Q3 2023 | 43 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.05% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
HARBOUR INVESTMENT MANAGEMENT LLC | 42 | 42 | 1.57% | 3.02% | 3.80% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.12% | 0.18% | 0.26% | Q2 2013 | Q3 2023 | 42 |
ADELL HARRIMAN & CARPENTER INC | 42 | 42 | 0.14% | 0.63% | 1.10% | Q2 2013 | Q3 2023 | 42 |
INVESTMENT HOUSE LLC | 42 | 42 | 0.11% | 0.59% | 1.14% | Q2 2013 | Q3 2023 | 42 |
Ancora Advisors LLC | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.06% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 1.01% | 1.58% | 2.11% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.03% | 0.28% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.07% | 0.52% | 1.84% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.03% | 0.25% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 42 | 42 | 0.21% | 0.78% | 1.22% | Q2 2013 | Q3 2023 | 42 |
Harbour Capital Advisors, LLC | 22 | 8 | 0.20% | 0.41% | 0.74% | Q1 2013 | Q4 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Hudock, Inc. | 42 | 42 | 0.10% | 0.23% | 0.48% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.04% | 0.13% | 0.29% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Telos Capital Management, Inc. | 42 | 42 | 0.15% | 0.57% | 1.91% | Q2 2013 | Q3 2023 | 42 |
TOTH FINANCIAL ADVISORY CORP | 42 | 42 | 0.46% | 1.42% | 2.24% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 0.17% | 0.50% | 1.38% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.05% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Colonial Trust Advisors | 42 | 42 | 0.65% | 1.07% | 1.67% | Q2 2013 | Q3 2023 | 42 |
BURNS J W & CO INC/NY | 42 | 42 | 0.46% | 0.96% | 2.14% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.19% | 0.27% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.08% | 0.29% | 0.66% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.36% | 1.11% | 2.14% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.13% | 0.40% | Q2 2013 | Q3 2023 | 42 |
VALICENTI ADVISORY SERVICES INC | 42 | 42 | 2.20% | 4.22% | 6.10% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.11% | 0.32% | 0.62% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.03% | 0.17% | 0.36% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIRST MERCHANTS CORP | 42 | 42 | 0.10% | 0.35% | 0.77% | Q2 2013 | Q3 2023 | 42 |
1ST SOURCE BANK | 42 | 42 | 0.04% | 0.23% | 0.54% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.13% | 0.31% | 0.77% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.02% | 0.18% | 0.41% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.25% | 0.38% | 0.60% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.02% | 0.04% | 0.10% | Q2 2013 | Q4 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 23 | 18 | 0.00% | 0.17% | 0.98% | Q2 2013 | Q3 2023 | 41 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 31 | 10 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.02% | 0.07% | 0.14% | Q3 2013 | Q3 2023 | 41 |
CAPTRUST FINANCIAL ADVISORS | 36 | 5 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 41 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.10% | 0.73% | Q2 2013 | Q1 2017 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.04% | 0.21% | 0.81% | Q4 2013 | Q4 2023 | 41 |
Bollard Group LLC | 41 | 41 | 0.00% | 0.03% | 0.25% | Q3 2013 | Q3 2023 | 41 |
PITTENGER & ANDERSON INC | 41 | 41 | 0.01% | 0.02% | 0.07% | Q3 2013 | Q3 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 41 |
FORBES J M & CO LLP | 41 | 41 | 0.64% | 1.07% | 1.38% | Q3 2013 | Q3 2023 | 41 |
COURIER CAPITAL LLC | 24 | 17 | 0.09% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 41 |
CAMBRIDGE TRUST CO | 41 | 41 | 0.00% | 0.68% | 1.99% | Q3 2013 | Q3 2023 | 41 |
D.A. DAVIDSON & CO. | 22 | 19 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 41 |
WEDBUSH SECURITIES INC | 41 | 41 | 0.03% | 0.07% | 0.15% | Q3 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 39 | 2 | 0.00% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 41 |
BANK OF NOVA SCOTIA | 36 | 5 | 0.00% | 0.07% | 0.44% | Q1 2013 | Q3 2023 | 41 |
SECURITY NATIONAL BANK OF SO DAK | 39 | 2 | 0.76% | 1.24% | 2.70% | Q2 2013 | Q3 2023 | 41 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 39 | 2 | 0.84% | 1.24% | 2.60% | Q2 2013 | Q3 2023 | 41 |
KCM INVESTMENT ADVISORS LLC | 40 | 40 | 0.07% | 0.30% | 0.46% | Q4 2013 | Q3 2023 | 40 |
New England Private Wealth Advisors LLC | 40 | 40 | 0.30% | 0.62% | 1.72% | Q4 2013 | Q3 2023 | 40 |
Blume Capital Management, Inc. | 40 | 40 | 1.94% | 3.78% | 6.30% | Q4 2013 | Q3 2023 | 40 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 40 | 40 | 0.04% | 0.06% | 0.11% | Q4 2013 | Q3 2023 | 40 |
REGIONS FINANCIAL CORP | 40 | 40 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 37 | 1 | 0.01% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.03% | 0.11% | 0.22% | Q4 2013 | Q3 2023 | 40 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 40 |
DAVENPORT & Co LLC | 17 | 10 | 0.00% | 0.13% | 0.96% | Q2 2013 | Q3 2023 | 40 |
Lido Advisors, LLC | 25 | 25 | 0.00% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.02% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 39 |
SEGALL BRYANT & HAMILL, LLC | 33 | 6 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q2 2023 | 39 |
ALBION FINANCIAL GROUP /UT | 18 | 10 | 0.10% | 1.52% | 2.25% | Q2 2013 | Q3 2023 | 39 |
WATERS PARKERSON & CO., LLC | 38 | 1 | 0.02% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 39 |
PINNACLE ASSOCIATES LTD | 34 | 1 | 0.00% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 39 |
Jump Trading, LLC | 11 | 5 | 0.00% | 0.09% | 0.44% | Q2 2014 | Q2 2018 | 39 |
PRIVATE TRUST CO NA | 36 | 3 | 0.01% | 0.13% | 0.26% | Q1 2013 | Q3 2023 | 39 |
FineMark National Bank & Trust | 22 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2023 | 39 |
Texas Yale Capital Corp. | 39 | 39 | 0.02% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 39 |
BTR CAPITAL MANAGEMENT INC | 38 | 38 | 0.15% | 0.33% | 0.65% | Q2 2013 | Q3 2022 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.06% | 0.36% | 0.63% | Q2 2013 | Q3 2022 | 38 |
PEAK6 Investments LLC | 13 | 2 | 0.00% | 0.04% | 0.60% | Q3 2018 | Q2 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.31% | 0.94% | 1.47% | Q2 2013 | Q3 2022 | 38 |
CIBC WORLD MARKET INC. | 36 | 36 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 38 |
Kovack Advisors, Inc. | 20 | 14 | 0.00% | 0.11% | 0.40% | Q1 2015 | Q3 2023 | 38 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 31 | 3 | 0.04% | 0.40% | 0.64% | Q4 2013 | Q3 2023 | 38 |
SYNOVUS FINANCIAL CORP | 38 | 38 | 0.00% | 0.08% | 0.44% | Q2 2014 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.01% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 38 |
MOTCO | 37 | 37 | 0.01% | 0.36% | 0.53% | Q3 2014 | Q3 2023 | 37 |
ACG Wealth | 36 | 1 | 0.06% | 0.13% | 0.26% | Q2 2013 | Q3 2022 | 37 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.01% | 0.26% | 0.92% | Q4 2014 | Q3 2023 | 37 |
SIGNATUREFD, LLC | 23 | 14 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 37 |
Winch Advisory Services, LLC | 37 | 37 | 0.00% | 0.81% | 3.18% | Q3 2014 | Q3 2023 | 37 |
TRUST CO OF VERMONT | 30 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.33% | 0.59% | 1.44% | Q2 2013 | Q2 2022 | 37 |
Thomas J. Herzfeld Advisors, Inc. | 19 | 18 | 0.01% | 0.16% | 0.49% | Q2 2014 | Q3 2023 | 37 |
King Wealth Management Group | 29 | 2 | 0.17% | 1.49% | 3.98% | Q3 2013 | Q3 2023 | 37 |
BESSEMER GROUP INC | 35 | 1 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 0.20% | 0.38% | 0.57% | Q4 2014 | Q3 2023 | 36 |
Beaumont Financial Partners, LLC | 34 | 2 | 0.02% | 0.56% | 5.40% | Q3 2013 | Q3 2022 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.07% | 0.45% | Q4 2013 | Q3 2023 | 36 |
Hartford Financial Management Inc. | 26 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 36 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Bray Capital Advisors | 36 | 36 | 0.61% | 0.92% | 1.57% | Q4 2014 | Q3 2023 | 36 |
Traynor Capital Management, Inc. | 36 | 36 | 0.30% | 0.62% | 1.14% | Q4 2014 | Q3 2023 | 36 |
Community Financial Services Group, LLC | 35 | 1 | 0.12% | 2.18% | 4.55% | Q2 2013 | Q3 2023 | 36 |
First Personal Financial Services | 36 | 36 | 0.02% | 0.08% | 0.39% | Q4 2014 | Q3 2023 | 36 |
F&V Capital Management, LLC | 36 | 36 | 0.08% | 0.37% | 0.54% | Q2 2013 | Q1 2022 | 36 |
Caprock Group, LLC | 36 | 36 | 0.03% | 0.42% | 1.33% | Q4 2014 | Q3 2023 | 36 |
BROWN BROTHERS HARRIMAN & CO | 16 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2023 | 36 |
Neumann Capital Management, LLC | 36 | 36 | 0.11% | 0.31% | 0.64% | Q4 2014 | Q3 2023 | 36 |
Patten Group, Inc. | 36 | 36 | 0.09% | 0.14% | 0.22% | Q4 2014 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 22 | 4 | 0.03% | 0.09% | 0.35% | Q2 2013 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.03% | 0.07% | 0.27% | Q4 2014 | Q3 2023 | 36 |
BOKF, NA | 20 | 3 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 36 |
Glassman Wealth Services | 36 | 36 | 0.06% | 0.20% | 0.40% | Q4 2014 | Q3 2023 | 36 |
Kistler-Tiffany Companies, LLC | 36 | 36 | 0.01% | 0.13% | 0.29% | Q3 2014 | Q2 2023 | 36 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 26 | 10 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 36 |
SCOTIA CAPITAL INC. | 35 | 35 | 0.01% | 0.06% | 0.19% | Q1 2015 | Q3 2023 | 35 |
Coastline Trust Co | 35 | 35 | 0.10% | 0.14% | 0.38% | Q4 2014 | Q2 2023 | 35 |
Stratos Wealth Partners, LTD. | 35 | 35 | 0.03% | 0.05% | 0.08% | Q1 2015 | Q3 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.03% | 0.09% | 0.28% | Q4 2014 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.03% | 0.08% | 0.27% | Q2 2013 | Q4 2021 | 35 |
Asset Management Group, Inc. | 16 | 1 | 0.05% | 0.09% | 0.15% | Q4 2013 | Q3 2023 | 35 |
EATON VANCE MANAGEMENT | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2022 | 35 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 29 | 6 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 35 |
MONETARY MANAGEMENT GROUP INC | 28 | 7 | 0.01% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 35 |
Brick & Kyle, Associates | 20 | 15 | 0.16% | 0.27% | 0.50% | Q4 2014 | Q3 2023 | 35 |
People's United Financial, Inc. | 18 | 17 | 0.05% | 0.20% | 0.39% | Q2 2013 | Q1 2022 | 35 |
Parsec Financial Management, Inc. | 35 | 35 | 0.01% | 0.21% | 0.48% | Q3 2014 | Q1 2023 | 35 |
MCMILLION CAPITAL MANAGEMENT INC | 34 | 34 | 1.14% | 1.56% | 2.24% | Q1 2015 | Q2 2023 | 34 |
Winfield Associates, Inc. | 34 | 34 | 0.78% | 2.89% | 6.40% | Q4 2013 | Q1 2022 | 34 |
Focused Wealth Management, Inc | 34 | 34 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2023 | 34 |
JOHNSON INVESTMENT COUNSEL INC | 17 | 17 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 34 |
Moors & Cabot, Inc. | 25 | 8 | 0.00% | 0.17% | 0.33% | Q1 2014 | Q3 2023 | 34 |
Smithfield Trust Co | 17 | 17 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.04% | 0.08% | 0.13% | Q2 2015 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.04% | 0.25% | Q2 2015 | Q3 2023 | 34 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.04% | 0.29% | Q3 2013 | Q3 2023 | 34 |
Riggs Asset Managment Co. Inc. | 18 | 6 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 33 |
TCI Wealth Advisors, Inc. | 33 | 33 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2023 | 33 |
WELLINGTON MANAGEMENT GROUP LLP | 29 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2022 | 33 |
Twin Tree Management, LP | 8 | 2 | 0.00% | 0.09% | 0.36% | Q4 2016 | Q4 2022 | 33 |
Tower Research Capital LLC (TRC) | 14 | 1 | 0.00% | 0.36% | 2.56% | Q2 2013 | Q3 2023 | 33 |
BANK HAPOALIM BM | 33 | 33 | 0.04% | 0.25% | 0.52% | Q1 2014 | Q1 2022 | 33 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.00% | 0.06% | 0.28% | Q1 2017 | Q3 2023 | 33 |
Mathes Company, Inc. | 31 | 2 | 0.13% | 0.42% | 0.74% | Q2 2015 | Q3 2023 | 33 |
ELM ADVISORS, LLC | 33 | 33 | 0.38% | 0.51% | 0.70% | Q4 2013 | Q4 2021 | 33 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 33 | 33 | 0.01% | 0.50% | 1.07% | Q2 2013 | Q2 2021 | 33 |
NWAM LLC | 17 | 4 | 0.02% | 0.24% | 0.62% | Q1 2014 | Q3 2023 | 33 |
Mariner, LLC | 15 | 9 | 0.01% | 0.07% | 0.25% | Q4 2014 | Q3 2023 | 33 |
Baker Avenue Asset Management, LP | 29 | 1 | 0.00% | 0.42% | 1.09% | Q2 2013 | Q3 2023 | 33 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.00% | 0.81% | 2.86% | Q4 2015 | Q3 2023 | 32 |
Apriem Advisors | 30 | 2 | 0.00% | 0.11% | 0.20% | Q4 2013 | Q3 2023 | 32 |
MASSMUTUAL TRUST CO FSB/ADV | 14 | 2 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2023 | 32 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.01% | 0.12% | 0.67% | Q4 2015 | Q3 2023 | 32 |
HOWARD CAPITAL MANAGEMENT | 32 | 32 | 0.82% | 2.80% | 4.57% | Q1 2013 | Q4 2020 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.19% | 0.61% | Q4 2015 | Q3 2023 | 32 |
DEARBORN PARTNERS LLC | 21 | 11 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 32 |
Analyst IMS Investment Management Services Ltd. | 32 | 32 | 0.26% | 0.72% | 1.94% | Q4 2015 | Q3 2023 | 32 |
Barrett Asset Management, LLC | 32 | 32 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2022 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2023 | 32 |
Modera Wealth Management, LLC | 31 | 31 | 0.02% | 0.13% | 0.37% | Q1 2016 | Q3 2023 | 31 |
NORTHSTAR ASSET MANAGEMENT LLC | 31 | 31 | 0.10% | 0.19% | 0.29% | Q1 2016 | Q3 2023 | 31 |
SPC Financial, Inc. | 11 | 4 | 0.04% | 1.04% | 4.63% | Q2 2013 | Q3 2023 | 31 |
HRT FINANCIAL LP | 12 | 1 | 0.03% | 1.63% | 12.48% | Q4 2014 | Q3 2023 | 31 |
Asset Dedication, LLC | 26 | 5 | 0.00% | 0.03% | 0.19% | Q4 2015 | Q3 2023 | 31 |
Mirae Asset Global Investments Co., Ltd. | 30 | 1 | 0.01% | 0.56% | 4.20% | Q1 2014 | Q2 2022 | 31 |
REILLY FINANCIAL ADVISORS, LLC | 29 | 2 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2021 | 31 |
COMPTON CAPITAL MANAGEMENT INC /RI | 31 | 31 | 0.11% | 0.20% | 0.31% | Q2 2015 | Q4 2022 | 31 |
BBVA USA Bancshares, Inc. | 25 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2021 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.00% | 0.18% | 0.32% | Q2 2014 | Q4 2021 | 31 |
Crestwood Advisors Group, LLC | 30 | 1 | 0.03% | 1.05% | 2.00% | Q2 2015 | Q3 2023 | 31 |
Maryland Capital Management | 23 | 1 | 0.02% | 0.07% | 0.19% | Q2 2014 | Q3 2022 | 31 |
Kelman-Lazarov, Inc. | 31 | 31 | 0.13% | 0.41% | 0.67% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.00% | 0.04% | 0.21% | Q1 2016 | Q3 2023 | 31 |
Proficio Capital Partners LLC | 31 | 31 | 0.03% | 0.23% | 0.45% | Q1 2016 | Q3 2023 | 31 |
PROFFITT & GOODSON INC | 31 | 31 | 0.16% | 0.34% | 0.69% | Q1 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 31 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.08% | 0.14% | 0.29% | Q2 2013 | Q3 2020 | 30 |
American Research & Management Co. | 20 | 10 | 0.06% | 0.21% | 0.87% | Q1 2015 | Q3 2022 | 30 |
DUNCKER STREETT & CO INC | 29 | 1 | 0.01% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 30 |
Capital Analysts, LLC | 27 | 1 | 0.00% | 0.06% | 0.46% | Q4 2015 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.02% | 0.17% | 0.51% | Q1 2016 | Q3 2023 | 30 |
Essex Financial Services, Inc. | 16 | 1 | 0.05% | 0.14% | 0.29% | Q1 2014 | Q3 2023 | 30 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.04% | 0.18% | 0.86% | Q2 2016 | Q3 2023 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q3 2023 | 30 |
WMS Partners, LLC | 13 | 2 | 0.02% | 0.04% | 0.14% | Q2 2013 | Q1 2023 | 30 |
Perigon Wealth Management, LLC | 21 | 1 | 0.01% | 0.06% | 0.25% | Q3 2011 | Q3 2023 | 30 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30 | 30 | 0.03% | 0.08% | 0.31% | Q2 2016 | Q3 2023 | 30 |
10-15 ASSOCIATES, INC. | 30 | 30 | 0.15% | 0.56% | 1.10% | Q2 2013 | Q3 2020 | 30 |
DAFNA Capital Management LLC | 28 | 2 | 1.22% | 2.37% | 3.97% | Q1 2016 | Q3 2023 | 30 |
WEALTHSOURCE PARTNERS, LLC | 26 | 3 | 0.03% | 0.08% | 0.37% | Q1 2016 | Q3 2023 | 29 |
MML INVESTORS SERVICES, LLC | 26 | 3 | 0.06% | 0.14% | 0.38% | Q2 2015 | Q3 2023 | 29 |
NOMURA HOLDINGS INC | 14 | 1 | 0.00% | 0.03% | 0.28% | Q4 2012 | Q3 2020 | 29 |
SMITH, MOORE & CO. | 29 | 29 | 0.08% | 0.13% | 0.16% | Q3 2016 | Q3 2023 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 0.08% | 0.18% | 0.45% | Q3 2016 | Q3 2023 | 29 |
Main Management LLC | 29 | 29 | 0.01% | 3.31% | 7.88% | Q3 2016 | Q3 2023 | 29 |
Northeast Financial Consultants Inc | 19 | 1 | 0.04% | 0.15% | 0.61% | Q1 2014 | Q3 2023 | 29 |
BAILARD, INC. | 29 | 29 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 29 |
CITIZENS FINANCIAL GROUP INC/RI | 29 | 29 | 0.01% | 0.08% | 0.70% | Q4 2015 | Q4 2022 | 29 |
THRIVENT FINANCIAL FOR LUTHERANS | 13 | 3 | 0.00% | 0.01% | 0.10% | Q3 2013 | Q3 2023 | 29 |
Baystate Wealth Management LLC | 28 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 29 |
Bangor Savings Bank | 18 | 11 | 0.03% | 0.32% | 0.73% | Q2 2013 | Q3 2023 | 29 |
INTEGRAL DERIVATIVES, LLC | 14 | 1 | 0.01% | 0.04% | 0.18% | Q2 2014 | Q1 2018 | 29 |
Cetera Investment Advisers | 28 | 28 | 0.01% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 28 |
Allworth Financial LP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
SOL Capital Management CO | 28 | 28 | 0.31% | 0.56% | 0.66% | Q4 2016 | Q3 2023 | 28 |
Allianz Asset Management GmbH | 26 | 2 | 0.00% | 0.01% | 0.18% | Q2 2013 | Q4 2020 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Evanson Asset Management, LLC | 28 | 28 | 0.07% | 0.11% | 0.19% | Q2 2014 | Q1 2021 | 28 |
Baltimore-Washington Financial Advisors, Inc. | 28 | 28 | 0.09% | 1.04% | 1.58% | Q4 2016 | Q3 2023 | 28 |
Gerber Kawasaki Wealth & Investment Management | 16 | 12 | 0.08% | 1.58% | 3.87% | Q3 2016 | Q3 2023 | 28 |
MOODY LYNN & LIEBERSON, LLC | 28 | 28 | 0.06% | 0.13% | 0.24% | Q4 2016 | Q3 2023 | 28 |
Madden Advisory Services, Inc. | 28 | 28 | 0.03% | 0.59% | 0.86% | Q2 2013 | Q1 2020 | 28 |
Jacobi Capital Management LLC | 22 | 6 | 0.00% | 0.21% | 1.42% | Q2 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Bogart Wealth, LLC | 28 | 28 | 0.00% | 0.16% | 0.82% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.07% | 0.23% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.08% | 0.32% | Q4 2016 | Q3 2023 | 28 |
WELCH & FORBES LLC | 26 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 28 |
Pinnacle Wealth Management Advisory Group, LLC | 28 | 28 | 0.03% | 0.12% | 0.29% | Q4 2016 | Q3 2023 | 28 |
COHEN & STEERS, INC. | 28 | 28 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.01% | 0.07% | 0.19% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.02% | 0.06% | Q1 2016 | Q4 2022 | 28 |
AMARILLO NATIONAL BANK | 28 | 28 | 0.09% | 0.61% | 0.95% | Q4 2016 | Q3 2023 | 28 |
HBK Sorce Advisory LLC | 15 | 13 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.03% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 28 |
Spears Abacus Advisors LLC | 28 | 28 | 0.10% | 0.16% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Lumina Fund Management LLC | 20 | 7 | 0.34% | 0.64% | 1.12% | Q2 2013 | Q2 2023 | 27 |
LCNB CORP | 21 | 6 | 0.12% | 0.43% | 1.07% | Q4 2016 | Q3 2023 | 27 |
Veritable, L.P. | 14 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.05% | 0.12% | 0.30% | Q2 2013 | Q4 2019 | 27 |
Edge Wealth Management LLC | 17 | 1 | 0.00% | 0.29% | 2.39% | Q3 2015 | Q4 2022 | 27 |
SECURITY NATIONAL TRUST CO | 27 | 27 | 0.05% | 0.05% | 0.07% | Q1 2015 | Q3 2021 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.02% | 0.13% | 0.20% | Q2 2013 | Q4 2019 | 27 |
Simmons Bank | 27 | 27 | 0.03% | 0.11% | 0.26% | Q1 2017 | Q3 2023 | 27 |
WINTRUST INVESTMENTS LLC | 14 | 2 | 0.04% | 0.07% | 0.17% | Q2 2016 | Q3 2023 | 27 |
AE Wealth Management LLC | 26 | 26 | 0.00% | 0.04% | 0.15% | Q2 2017 | Q3 2023 | 27 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 27 | 27 | 0.06% | 0.23% | 0.49% | Q1 2017 | Q3 2023 | 27 |
MARCO INVESTMENT MANAGEMENT LLC | 25 | 2 | 0.05% | 0.21% | 0.74% | Q4 2016 | Q3 2023 | 27 |
CONTINENTAL ADVISORS LLC | 10 | 1 | 0.22% | 0.94% | 3.62% | Q2 2013 | Q4 2022 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.06% | 0.16% | 0.33% | Q1 2017 | Q3 2023 | 27 |
LUCAS CAPITAL MANAGEMENT | 27 | 27 | 0.68% | 2.79% | 5.33% | Q2 2014 | Q4 2020 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 27 |
First Horizon Advisors, Inc. | 27 | 27 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 27 |
CIBC Private Wealth Group, LLC | 27 | 27 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2023 | 27 |
MARTIN & CO INC /TN/ | 27 | 27 | 0.70% | 1.02% | 1.31% | Q1 2017 | Q3 2023 | 27 |
OPTIMUM INVESTMENT ADVISORS | 25 | 2 | 0.01% | 0.17% | 0.27% | Q4 2014 | Q4 2023 | 27 |
Intellectus Partners, LLC | 19 | 8 | 0.76% | 1.02% | 1.26% | Q4 2016 | Q3 2023 | 27 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2019 | 26 |
ALERUS FINANCIAL NA | 25 | 1 | 0.02% | 0.61% | 1.26% | Q2 2016 | Q4 2022 | 26 |
KLINGENSTEIN FIELDS & CO LP | 23 | 2 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2023 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.02% | 0.04% | 0.21% | Q2 2017 | Q3 2023 | 26 |
Abbot Financial Management, Inc. | 26 | 26 | 0.33% | 0.47% | 0.61% | Q2 2017 | Q3 2023 | 26 |
DELTA ASSET MANAGEMENT LLC/TN | 22 | 4 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.09% | 0.41% | 0.56% | Q2 2013 | Q3 2023 | 26 |
FRG Family Wealth Advisors LLC | 26 | 26 | 0.33% | 1.34% | 1.82% | Q2 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.01% | 0.21% | 0.48% | Q2 2013 | Q3 2019 | 26 |
Penbrook Management LLC | 24 | 2 | 0.35% | 0.45% | 0.56% | Q2 2016 | Q3 2023 | 26 |
WADE G W & INC | 13 | 1 | 0.02% | 0.06% | 0.11% | Q4 2014 | Q3 2023 | 26 |
SUMMIT FINANCIAL GROUP, INC. | 26 | 26 | 0.38% | 0.64% | 1.15% | Q2 2017 | Q3 2023 | 26 |
Crescent Grove Advisors, LLC | 26 | 26 | 0.75% | 1.17% | 2.11% | Q2 2017 | Q3 2023 | 26 |
FULTON BREAKEFIELD BROENNIMAN LLC | 17 | 9 | 0.03% | 0.29% | 0.95% | Q1 2014 | Q3 2023 | 26 |
Fisher Asset Management, LLC | 16 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 26 |
EXENCIAL WEALTH ADVISORS, LLC | 13 | 5 | 0.01% | 0.07% | 0.16% | Q4 2016 | Q3 2023 | 26 |
Wealthcare Advisory Partners LLC | 25 | 1 | 0.00% | 0.06% | 0.13% | Q4 2016 | Q3 2023 | 26 |
QUATTRO FINANCIAL ADVISORS LLC | 18 | 8 | 0.04% | 0.41% | 1.15% | Q1 2017 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.00% | 0.88% | 2.62% | Q1 2017 | Q4 2023 | 26 |
MAI Capital Management | 14 | 11 | 0.00% | 0.06% | 0.15% | Q2 2015 | Q3 2023 | 26 |
Cerity Partners LLC | 25 | 1 | 0.02% | 0.11% | 0.29% | Q1 2017 | Q3 2023 | 26 |
FIRST INTERSTATE BANK | 18 | 7 | 0.00% | 0.13% | 0.52% | Q3 2015 | Q3 2023 | 25 |
Gradient Investments LLC | 11 | 1 | 0.00% | 0.09% | 1.12% | Q2 2015 | Q3 2023 | 25 |
RWA WEALTH PARTNERS, LLC | 25 | 25 | 0.04% | 0.29% | 1.08% | Q3 2017 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.29% | 0.53% | 0.83% | Q2 2013 | Q2 2019 | 25 |
Squarepoint Ops LLC | 5 | 1 | 0.00% | 0.07% | 0.39% | Q3 2016 | Q3 2023 | 25 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 11 | 1 | 0.05% | 0.11% | 0.20% | Q1 2016 | Q3 2023 | 25 |
BECK CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.12% | 0.91% | 2.34% | Q4 2013 | Q1 2023 | 25 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 12 | 1 | 0.00% | 0.15% | 0.56% | Q2 2010 | Q4 2020 | 25 |
CHURCHILL MANAGEMENT Corp | 9 | 3 | 0.02% | 2.98% | 6.90% | Q2 2013 | Q3 2023 | 25 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.01% | 0.03% | 0.08% | Q4 2017 | Q3 2023 | 25 |
FISHMAN JAY A LTD/MI | 25 | 25 | 0.02% | 0.06% | 0.07% | Q3 2017 | Q3 2023 | 25 |
PINNACLE FINANCIAL PARTNERS INC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
FIRST TRUST ADVISORS LP | 21 | 4 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2021 | 25 |
GRIFFIN ASSET MANAGEMENT, INC. | 25 | 25 | 0.04% | 0.06% | 0.07% | Q3 2017 | Q3 2023 | 25 |
Dynamic Advisor Solutions LLC | 14 | 1 | 0.03% | 0.12% | 0.34% | Q4 2013 | Q3 2023 | 25 |
LAZARD ASSET MANAGEMENT LLC | 18 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 25 |
Krilogy Financial LLC | 9 | 1 | 0.01% | 0.04% | 0.07% | Q3 2015 | Q1 2023 | 25 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 24 | 1 | 0.01% | 0.21% | 0.75% | Q2 2013 | Q4 2019 | 25 |
Sheaff Brock Investment Advisors, LLC | 17 | 7 | 0.02% | 0.04% | 0.07% | Q4 2015 | Q4 2021 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.05% | 0.09% | 0.17% | Q4 2016 | Q4 2022 | 25 |
Alpha Cubed Investments, LLC | 25 | 25 | 0.02% | 0.50% | 0.91% | Q3 2017 | Q3 2023 | 25 |
Financial Architects, Inc | 16 | 2 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q4 2019 | 25 |
NN Investment Partners Holdings N.V. | 25 | 25 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2022 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.02% | 1.08% | 2.99% | Q1 2015 | Q1 2021 | 25 |
Vigilant Capital Management, LLC | 24 | 1 | 0.00% | 1.31% | 2.34% | Q1 2014 | Q1 2023 | 25 |
CABOT WEALTH MANAGEMENT INC | 19 | 6 | 0.04% | 0.16% | 0.32% | Q2 2013 | Q4 2021 | 25 |
CAPSTONE INVESTMENT ADVISORS, LLC | 5 | 1 | 0.00% | 0.04% | 0.49% | Q1 2014 | Q1 2022 | 25 |
Fernwood Investment Management, LLC | 25 | 25 | 0.18% | 0.32% | 0.49% | Q3 2017 | Q3 2023 | 25 |
HCR Wealth Advisors | 16 | 9 | 0.03% | 0.43% | 1.20% | Q4 2016 | Q3 2023 | 25 |
EXANE DERIVATIVES | 25 | 25 | 0.00% | 0.03% | 0.09% | Q2 2016 | Q2 2022 | 25 |
JFS WEALTH ADVISORS, LLC | 14 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 25 |
FLAGSHIP HARBOR ADVISORS, LLC | 25 | 25 | 0.01% | 0.13% | 0.51% | Q4 2016 | Q4 2022 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.19% | 0.46% | Q4 2016 | Q3 2023 | 25 |
INR ADVISORY SERVICES LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 24 |
UNITED BANK | 24 | 24 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.03% | 0.21% | 0.98% | Q4 2017 | Q3 2023 | 24 |
LINCOLN NATIONAL CORP | 21 | 3 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
USCA RIA LLC | 12 | 5 | 0.02% | 0.16% | 0.88% | Q1 2015 | Q2 2021 | 24 |
RPg Family Wealth Advisory, LLC | 17 | 3 | 0.00% | 0.06% | 0.12% | Q4 2015 | Q1 2022 | 24 |
SIMON QUICK ADVISORS, LLC | 24 | 24 | 0.01% | 0.03% | 0.09% | Q1 2017 | Q4 2022 | 24 |
RAYMOND JAMES TRUST N.A. | 14 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 24 |
Rehmann Capital Advisory Group | 7 | 2 | 0.01% | 0.05% | 0.09% | Q2 2012 | Q4 2021 | 24 |
Belpointe Asset Management LLC | 18 | 6 | 0.06% | 0.22% | 1.08% | Q3 2017 | Q3 2023 | 24 |
Coastal Bridge Advisors, LLC | 16 | 2 | 0.05% | 0.07% | 0.09% | Q2 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.06% | 0.17% | 0.32% | Q4 2017 | Q3 2023 | 24 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.37% | 0.58% | 0.81% | Q4 2017 | Q3 2023 | 24 |
NewEdge Advisors, LLC | 23 | 1 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 24 |
Broadleaf Partners, LLC | 24 | 24 | 0.10% | 0.16% | 0.20% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.05% | 0.08% | 0.13% | Q4 2017 | Q3 2023 | 24 |
Avondale Wealth Management | 24 | 24 | 0.25% | 6.50% | 11.80% | Q4 2017 | Q3 2023 | 24 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 19 | 5 | 0.02% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.10% | 0.24% | Q4 2017 | Q3 2023 | 24 |
New Potomac Partners, LLC | 24 | 24 | 0.29% | 0.57% | 0.91% | Q4 2017 | Q3 2023 | 24 |
Tortoise Investment Management, LLC | 24 | 24 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Moloney Securities Asset Management, LLC | 14 | 1 | 0.05% | 0.09% | 0.17% | Q1 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.09% | 0.16% | Q4 2017 | Q3 2023 | 24 |
BOSTON RESEARCH & MANAGEMENT INC | 24 | 24 | 0.26% | 0.60% | 0.75% | Q4 2017 | Q3 2023 | 24 |
CULLEN/FROST BANKERS, INC. | 14 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 24 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 24 | 24 | 0.02% | 0.07% | 0.17% | Q4 2017 | Q3 2023 | 24 |
HARBOR ADVISORY CORP /MA/ | 24 | 24 | 0.52% | 2.30% | 4.63% | Q4 2017 | Q3 2023 | 24 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 1.19% | 1.46% | 1.93% | Q4 2015 | Q3 2021 | 24 |
Lowe Wealth Advisors, LLC | 23 | 1 | 0.00% | 0.00% | 0.03% | Q1 2015 | Q4 2023 | 24 |
Koshinski Asset Management, Inc. | 11 | 1 | 0.02% | 0.29% | 1.01% | Q1 2015 | Q1 2022 | 23 |
Burt Wealth Advisors | 23 | 23 | 0.00% | 0.03% | 0.14% | Q2 2015 | Q4 2020 | 23 |
MEITAV INVESTMENT HOUSE LTD | 14 | 9 | 0.02% | 0.22% | 3.18% | Q4 2017 | Q3 2023 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.00% | 0.04% | 0.10% | Q4 2016 | Q2 2022 | 23 |
Parkside Financial Bank & Trust | 20 | 3 | 0.00% | 0.02% | 0.08% | Q2 2016 | Q3 2023 | 23 |
MONTAG A & ASSOCIATES INC | 21 | 2 | 0.01% | 0.05% | 0.26% | Q3 2017 | Q3 2023 | 23 |
Daiwa Securities Group Inc. | 23 | 23 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
Private Ocean, LLC | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
IFG Advisory, LLC | 22 | 1 | 0.08% | 0.12% | 0.16% | Q4 2017 | Q3 2023 | 23 |
Shepherd Financial Partners LLC | 23 | 23 | 0.05% | 0.19% | 0.30% | Q2 2017 | Q4 2022 | 23 |
Archford Capital Strategies, LLC | 22 | 1 | 0.06% | 0.48% | 0.78% | Q1 2014 | Q1 2021 | 23 |
Northstar Group, Inc. | 23 | 23 | 0.09% | 0.23% | 0.47% | Q1 2018 | Q3 2023 | 23 |
Covington Capital Management | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2022 | 23 |
FINANCIAL COUNSELORS INC | 14 | 1 | 0.01% | 0.05% | 0.13% | Q1 2017 | Q3 2023 | 23 |
Anchor Investment Management, LLC | 23 | 23 | 0.00% | 0.04% | 0.10% | Q2 2018 | Q4 2023 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.11% | 0.27% | 0.43% | Q4 2017 | Q2 2023 | 23 |
Centiva Capital, LP | 10 | 10 | 0.01% | 0.38% | 1.55% | Q3 2018 | Q4 2020 | 23 |
Torch Wealth Management LLC | 23 | 23 | 0.35% | 0.89% | 1.06% | Q2 2014 | Q4 2019 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 22 |
Winslow, Evans & Crocker, Inc. | 18 | 2 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2020 | 22 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.00% | 0.18% | 0.31% | Q4 2018 | Q3 2023 | 22 |
Paradigm Financial Advisors, LLC | 21 | 1 | 0.02% | 0.72% | 1.19% | Q1 2014 | Q4 2021 | 22 |
Edgestream Partners, L.P. | 5 | 1 | 0.01% | 0.68% | 3.49% | Q2 2014 | Q3 2023 | 22 |
Tekla Capital Management LLC | 16 | 2 | 0.08% | 0.86% | 3.24% | Q3 2013 | Q2 2023 | 22 |
Estate Counselors, LLC | 10 | 1 | 0.02% | 1.12% | 2.94% | Q4 2016 | Q1 2023 | 22 |
Wharton Business Group, LLC | 6 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q2 2021 | 22 |
NORTHERN CAPITAL MANAGEMENT LLC | 22 | 22 | 0.10% | 0.26% | 0.72% | Q3 2013 | Q4 2018 | 22 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.01% | 0.08% | 0.29% | Q2 2015 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.03% | 0.12% | 0.27% | Q2 2013 | Q3 2018 | 22 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2022 | 22 |
Baldwin Investment Management, LLC | 22 | 22 | 0.06% | 0.10% | 0.17% | Q2 2018 | Q3 2023 | 22 |
Altavista Wealth Management, Inc. | 22 | 22 | 0.64% | 0.81% | 0.99% | Q3 2016 | Q4 2021 | 22 |
Brown Advisory Securities, LLC | 21 | 21 | 0.05% | 0.09% | 0.15% | Q2 2014 | Q2 2019 | 21 |
Lenox Wealth Advisors, LLC | 16 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q1 2022 | 21 |
CARRET ASSET MANAGEMENT, LLC | 21 | 21 | 0.03% | 0.07% | 0.09% | Q3 2018 | Q3 2023 | 21 |
AVIANCE CAPITAL MANAGEMENT, LLC | 9 | 5 | 0.00% | 0.31% | 1.77% | Q3 2013 | Q1 2019 | 21 |
Rockefeller Capital Management L.P. | 20 | 1 | 0.00% | 0.06% | 0.12% | Q1 2018 | Q3 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.04% | 0.43% | 0.79% | Q3 2018 | Q3 2023 | 21 |
BDO Wealth Advisors, LLC | 13 | 2 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q2 2023 | 21 |
McGuire Investment Group, LLC | 21 | 21 | 1.15% | 1.55% | 2.05% | Q3 2018 | Q3 2023 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.29% | 0.41% | 0.68% | Q1 2015 | Q2 2020 | 21 |
VERITY Wealth Advisors | 21 | 21 | 1.02% | 1.41% | 1.82% | Q4 2018 | Q4 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.14% | 0.96% | Q3 2018 | Q3 2023 | 21 |
Busey Bank | 20 | 1 | 0.08% | 0.18% | 0.33% | Q4 2017 | Q3 2023 | 21 |
Bellecapital International Ltd. | 18 | 3 | 0.09% | 3.37% | 6.18% | Q2 2016 | Q2 2022 | 21 |
CHEMUNG CANAL TRUST CO | 19 | 2 | 0.04% | 0.37% | 1.38% | Q2 2016 | Q4 2021 | 21 |
VESTOR CAPITAL, LLC | 10 | 5 | 0.01% | 0.27% | 1.14% | Q4 2014 | Q4 2021 | 21 |
Valeo Financial Advisors, LLC | 19 | 2 | 0.01% | 0.02% | 0.05% | Q3 2017 | Q1 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.02% | 0.08% | 0.16% | Q4 2016 | Q3 2023 | 21 |
HEADINVEST, LLC | 21 | 21 | 0.08% | 0.16% | 0.21% | Q3 2018 | Q3 2023 | 21 |
Blue Fin Capital, Inc. | 21 | 21 | 0.20% | 0.45% | 0.68% | Q3 2018 | Q3 2023 | 21 |
Institute for Wealth Management, LLC. | 19 | 1 | 0.06% | 0.07% | 0.10% | Q2 2017 | Q3 2023 | 21 |
Towercrest Capital Management | 21 | 21 | 0.35% | 0.50% | 0.66% | Q3 2018 | Q3 2023 | 21 |
Financial Partners Group, Inc | 11 | 4 | 0.05% | 1.55% | 2.88% | Q4 2017 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Global Endowment Management, LP | 18 | 3 | 0.02% | 0.06% | 0.16% | Q2 2016 | Q4 2021 | 21 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.04% | 0.08% | 0.12% | Q4 2015 | Q3 2020 | 20 |
ClearBridge Investments | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2022 | 20 |
Psagot Value Holdings Ltd. | 20 | 20 | 0.01% | 0.27% | 1.08% | Q3 2016 | Q2 2021 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.06% | 0.23% | 0.41% | Q4 2018 | Q3 2023 | 20 |
Opus Point Partners Management, LLC | 9 | 2 | 3.35% | 10.02% | 26.53% | Q3 2015 | Q3 2019 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.07% | 0.17% | 0.26% | Q4 2018 | Q3 2023 | 20 |
Aldebaran Financial Inc. | 20 | 20 | 0.16% | 0.24% | 0.39% | Q2 2017 | Q1 2022 | 20 |
RMB Capital Management, LLC | 15 | 1 | 0.01% | 0.07% | 0.29% | Q2 2016 | Q3 2023 | 20 |
Balentine LLC | 13 | 7 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 20 |
Financial Advisors, LLC | 20 | 20 | 0.05% | 0.13% | 0.19% | Q4 2018 | Q3 2023 | 20 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 20 |
BALYASNY ASSET MANAGEMENT L.P. | 5 | 1 | 0.00% | 0.08% | 0.35% | Q4 2014 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.21% | 0.65% | 1.10% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 3 | 0.10% | 0.34% | 0.73% | Q2 2014 | Q1 2021 | 20 |
Community Bank, N.A. | 20 | 20 | 0.00% | 0.05% | 0.44% | Q4 2016 | Q3 2021 | 20 |
Main Management ETF Advisors, LLC | 20 | 20 | 2.14% | 3.45% | 5.14% | Q4 2017 | Q3 2022 | 20 |
D L CARLSON INVESTMENT GROUP INC | 11 | 1 | 0.05% | 0.74% | 1.51% | Q2 2013 | Q3 2022 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.04% | 0.18% | 0.45% | Q4 2018 | Q3 2023 | 20 |
ASSETMARK, INC | 12 | 1 | 0.00% | 0.37% | 2.05% | Q2 2014 | Q3 2022 | 20 |
United Asset Strategies, Inc. | 19 | 1 | 0.04% | 0.15% | 0.25% | Q4 2017 | Q4 2022 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.93% | 1.11% | 1.36% | Q4 2018 | Q3 2023 | 20 |
SlateStone Wealth, LLC | 20 | 20 | 0.45% | 0.84% | 1.50% | Q4 2018 | Q3 2023 | 20 |
LEVEL FOUR ADVISORY SERVICES, LLC | 13 | 7 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q4 2021 | 20 |
MONETA GROUP INVESTMENT ADVISORS LLC | 10 | 1 | 0.01% | 0.12% | 0.30% | Q1 2013 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.25% | 0.36% | 0.50% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.06% | 0.08% | 0.10% | Q4 2017 | Q3 2022 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.04% | 0.13% | 0.27% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.02% | 0.04% | 0.12% | Q4 2014 | Q3 2019 | 20 |
&PARTNERS | 20 | 20 | 0.33% | 0.85% | 1.62% | Q4 2018 | Q3 2023 | 20 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.07% | 0.35% | 0.80% | Q2 2013 | Q4 2017 | 19 |
Aspen Investment Management Inc | 12 | 7 | 0.10% | 0.41% | 0.68% | Q4 2016 | Q4 2021 | 19 |
FIRST MANHATTAN CO. LLC. | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2023 | 19 |
1834 INVESTMENT ADVISORS CO | 9 | 1 | 0.00% | 0.34% | 0.76% | Q2 2014 | Q4 2021 | 19 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 11 | 4 | 0.00% | 0.14% | 0.42% | Q2 2013 | Q3 2023 | 19 |
DUBUQUE BANK & TRUST CO | 9 | 5 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q2 2021 | 19 |
AVANTAX ADVISORY SERVICES, INC. | 19 | 19 | 0.01% | 0.02% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Windham Capital Management, LLC | 19 | 19 | 0.27% | 0.50% | 0.78% | Q1 2019 | Q3 2023 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.22% | 0.92% | 1.17% | Q2 2017 | Q1 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.12% | 0.16% | 0.24% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Fiduciary Trust Co International of Pennsylvania | 14 | 1 | 0.02% | 0.05% | 0.08% | Q1 2014 | Q1 2020 | 19 |
Oakworth Capital, Inc. | 15 | 4 | 0.00% | 0.08% | 1.37% | Q4 2013 | Q2 2021 | 19 |
Evercore Wealth Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 19 |
Fusion Family Wealth LLC | 18 | 1 | 0.01% | 0.02% | 0.08% | Q4 2016 | Q2 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.10% | 0.13% | 0.17% | Q1 2019 | Q3 2023 | 19 |
Plante Moran Financial Advisors, LLC | 14 | 1 | 0.00% | 0.01% | 0.07% | Q2 2015 | Q3 2023 | 19 |
Karp Capital Management Corp | 18 | 1 | 0.02% | 1.18% | 2.05% | Q4 2014 | Q3 2022 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Avior Wealth Management, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.15% | 0.30% | 0.66% | Q1 2019 | Q3 2023 | 19 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 14 | 5 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q1 2018 | 19 |
Principle Wealth Partners LLC | 19 | 19 | 0.07% | 0.11% | 0.16% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.20% | 0.39% | 0.64% | Q1 2019 | Q3 2023 | 19 |
Essex Savings Bank | 19 | 19 | 0.07% | 0.13% | 0.20% | Q4 2018 | Q2 2023 | 19 |
Ruggie Capital Group | 15 | 4 | 0.08% | 1.98% | 3.71% | Q4 2014 | Q3 2019 | 19 |
Alexandria Capital, LLC | 18 | 18 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q3 2017 | 19 |
MARSHALL WACE, LLP | 5 | 1 | 0.00% | 0.04% | 0.37% | Q4 2016 | Q2 2023 | 19 |
Compagnie Lombard Odier SCmA | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q4 2022 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.02% | 0.26% | 0.47% | Q4 2018 | Q3 2023 | 19 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 8 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 19 |
Titus Wealth Management | 19 | 19 | 0.28% | 0.78% | 7.05% | Q4 2017 | Q2 2022 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.01% | 0.04% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Mirador Capital Partners LP | 16 | 3 | 0.24% | 1.20% | 1.93% | Q1 2017 | Q3 2023 | 19 |
TRUIST FINANCIAL CORP | 16 | 2 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 18 |
UNITED BANK, INC. | 18 | 18 | 0.09% | 0.14% | 0.21% | Q2 2013 | Q3 2017 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 18 |
ArchPoint Investors | 18 | 18 | 0.07% | 1.35% | 3.74% | Q4 2015 | Q1 2020 | 18 |
Prospera Financial Services Inc | 15 | 1 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.07% | 0.25% | Q2 2013 | Q3 2014 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.07% | 0.09% | 0.11% | Q2 2019 | Q3 2023 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.24% | 0.42% | 0.61% | Q2 2013 | Q3 2017 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Biltmore Family Office, LLC | 18 | 18 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
Brookstone Capital Management | 14 | 1 | 0.01% | 0.06% | 0.45% | Q2 2015 | Q3 2023 | 18 |
MinichMacGregor Wealth Management, LLC | 13 | 1 | 0.04% | 0.64% | 3.99% | Q4 2015 | Q4 2022 | 18 |
Norway Savings Bank | 18 | 18 | 0.00% | 0.17% | 0.86% | Q4 2016 | Q1 2021 | 18 |
Verity Asset Management, Inc. | 12 | 1 | 0.68% | 5.74% | 12.14% | Q4 2013 | Q1 2019 | 18 |
NOESIS CAPITAL MANGEMENT CORP | 9 | 1 | 0.08% | 0.33% | 0.76% | Q2 2013 | Q4 2018 | 18 |
Parkside Investments, LLC | 11 | 3 | 0.04% | 1.38% | 3.30% | Q1 2017 | Q3 2023 | 18 |
Shulman DeMeo Asset Management LLC | 9 | 9 | 0.29% | 0.44% | 1.42% | Q1 2019 | Q3 2023 | 18 |
Clarus Wealth Advisors | 9 | 2 | 0.04% | 0.66% | 1.22% | Q4 2017 | Q2 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.05% | 0.19% | 0.55% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.08% | 0.18% | 0.26% | Q2 2013 | Q3 2017 | 18 |
Cable Hill Partners, LLC | 18 | 18 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2019 | 18 |
ING GROEP NV | 17 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2018 | 18 |
PFG Advisors | 8 | 5 | 0.05% | 0.14% | 0.24% | Q1 2018 | Q3 2023 | 18 |
CNB Bank | 14 | 4 | 0.00% | 0.05% | 0.20% | Q4 2018 | Q3 2023 | 18 |
Wealthstreet Investment Advisors, LLC | 18 | 18 | 0.57% | 1.09% | 3.12% | Q4 2017 | Q1 2022 | 18 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.12% | 0.54% | Q1 2015 | Q1 2023 | 18 |
Family Management Corp | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
VICUS CAPITAL | 18 | 18 | 0.03% | 0.42% | 1.89% | Q4 2014 | Q1 2019 | 18 |
AlphaMark Advisors, LLC | 13 | 1 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
SouthState Corp | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
New England Investment & Retirement Group, Inc. | 12 | 1 | 0.05% | 1.17% | 2.67% | Q1 2014 | Q1 2020 | 18 |
Timber Hill LLC | 14 | 1 | 0.01% | 0.08% | 0.63% | Q2 2013 | Q1 2018 | 18 |
SevenBridge Financial Group, LLC | 13 | 5 | 0.01% | 0.05% | 0.14% | Q2 2016 | Q3 2023 | 18 |
Hikari Tsushin, Inc. | 8 | 2 | 0.02% | 0.14% | 0.72% | Q2 2016 | Q3 2023 | 17 |
QVT Financial LP | 10 | 1 | 0.01% | 1.83% | 7.19% | Q4 2014 | Q2 2020 | 17 |
SYM FINANCIAL Corp | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 17 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 10 | 3 | 0.06% | 0.24% | 0.87% | Q2 2018 | Q1 2023 | 17 |
Prime Capital Investment Advisors, LLC | 16 | 1 | 0.00% | 0.15% | 0.39% | Q2 2018 | Q3 2023 | 17 |
Bedel Financial Consulting, Inc. | 17 | 17 | 0.02% | 0.04% | 0.09% | Q1 2018 | Q1 2022 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 17 |
Joel Isaacson & Co., LLC | 14 | 3 | 0.02% | 0.04% | 0.07% | Q1 2015 | Q3 2023 | 17 |
FULTON BANK, N.A. | 17 | 17 | 0.01% | 0.07% | 0.11% | Q3 2016 | Q3 2020 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.19% | 0.24% | 0.33% | Q3 2019 | Q3 2023 | 17 |
SP Asset Management | 10 | 7 | 0.33% | 0.82% | 1.04% | Q2 2018 | Q3 2022 | 17 |
Triangle Securities Wealth Management | 16 | 1 | 0.02% | 0.14% | 0.20% | Q2 2013 | Q3 2023 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.28% | 0.39% | 0.50% | Q4 2018 | Q4 2022 | 17 |
EAGLE GLOBAL ADVISORS LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2020 | 17 |
1832 Asset Management L.P. | 12 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 17 |
Capital Investment Advisory Services, LLC | 14 | 3 | 0.00% | 0.01% | 0.06% | Q4 2018 | Q3 2023 | 17 |
Western Wealth Management, LLC | 11 | 6 | 0.02% | 0.05% | 0.09% | Q4 2018 | Q1 2023 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 17 |
CEDAR HILL ASSOCIATES, LLC | 17 | 17 | 1.28% | 2.25% | 3.10% | Q4 2014 | Q4 2018 | 17 |
First Light Asset Management, LLC | 17 | 17 | 0.19% | 0.45% | 0.92% | Q4 2016 | Q4 2020 | 17 |
ARDSLEY ADVISORY PARTNERS LP | 14 | 2 | 0.08% | 0.19% | 0.30% | Q1 2016 | Q1 2020 | 17 |
Capital Advisory Group Advisory Services, LLC | 15 | 2 | 0.06% | 0.11% | 0.42% | Q1 2018 | Q2 2022 | 17 |
BAR HARBOR WEALTH MANAGEMENT | 14 | 3 | 0.03% | 0.07% | 0.19% | Q1 2018 | Q3 2023 | 17 |
Strategic Family Wealth Counselors, L.L.C. | 17 | 17 | 0.08% | 0.17% | 0.32% | Q4 2018 | Q4 2022 | 17 |
QUADRANT CAPITAL GROUP LLC | 12 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q3 2023 | 17 |
CX Institutional | 11 | 1 | 0.00% | 0.06% | 0.28% | Q3 2018 | Q2 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.04% | 0.26% | 0.44% | Q2 2013 | Q2 2017 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q2 2023 | 17 |
First National Bank of South Miami | 17 | 17 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q4 2022 | 17 |
Vivaldi Capital Management LP | 14 | 3 | 0.04% | 0.16% | 0.38% | Q4 2018 | Q3 2023 | 17 |
Shamrock Asset Management LLC | 11 | 6 | 0.01% | 0.52% | 1.00% | Q2 2013 | Q2 2018 | 17 |
Atria Investments, Inc | 11 | 1 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q2 2020 | 17 |
Bay Rivers Group | 16 | 16 | 0.26% | 1.60% | 3.42% | Q4 2019 | Q3 2023 | 16 |
Integrated Wealth Concepts LLC | 16 | 16 | 0.02% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Sculati Wealth Management, LLC | 16 | 16 | 0.88% | 1.10% | 1.44% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Jaffetilchin Investment Partners, LLC | 12 | 1 | 0.04% | 0.29% | 0.68% | Q1 2017 | Q3 2023 | 16 |
ProVise Management Group, LLC | 15 | 1 | 0.05% | 0.10% | 0.16% | Q2 2017 | Q3 2023 | 16 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 16 | 16 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2022 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.03% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
WealthPLAN Partners, LLC | 8 | 1 | 0.00% | 0.15% | 0.42% | Q1 2015 | Q2 2023 | 16 |
HYMAN CHARLES D | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Faithward Advisors, LLC | 11 | 5 | 0.02% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 16 |
RB Capital Management, LLC | 16 | 16 | 0.09% | 0.14% | 0.19% | Q4 2019 | Q3 2023 | 16 |
Stonebridge Capital Advisors LLC | 11 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
Meridian Wealth Advisors, LLC | 16 | 16 | 0.06% | 0.15% | 0.36% | Q4 2018 | Q3 2022 | 16 |
Endurance Wealth Management, Inc. | 16 | 16 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q3 2018 | 16 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 16 | 16 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
AlphaCore Capital LLC | 16 | 16 | 0.01% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Patriot Wealth Management, Inc. | 7 | 4 | 0.66% | 1.18% | 1.62% | Q2 2014 | Q4 2018 | 16 |
CAPITAL MANAGEMENT CORP /VA | 7 | 2 | 0.05% | 0.06% | 0.08% | Q1 2017 | Q4 2021 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.07% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.06% | 0.17% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Quantitative Investment Management, LLC | 3 | 1 | 0.03% | 0.80% | 2.93% | Q2 2013 | Q3 2022 | 16 |
ST GERMAIN D J CO INC | 7 | 3 | 0.01% | 0.28% | 1.45% | Q2 2013 | Q4 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.06% | 0.18% | 0.44% | Q4 2019 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.22% | 0.74% | 2.19% | Q4 2019 | Q3 2023 | 16 |
Pacifica Partners Inc. | 16 | 16 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Solstein Capital, LLC | 10 | 2 | 0.05% | 0.32% | 1.74% | Q1 2019 | Q3 2023 | 16 |
Sequoia Financial Advisors, LLC | 14 | 1 | 0.01% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 16 |
Sargent Investment Group, LLC | 14 | 2 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.08% | 0.12% | 0.16% | Q4 2019 | Q3 2023 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.01% | 0.30% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.02% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 0.26% | 0.31% | 0.37% | Q4 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.07% | 0.66% | 1.86% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.04% | 0.48% | 1.52% | Q4 2019 | Q3 2023 | 16 |
FRANKLIN RESOURCES INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Investment Research & Advisory Group, Inc. | 16 | 16 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 16 |
JAMES INVESTMENT RESEARCH INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 16 |
Virtu Financial LLC | 7 | 1 | 0.01% | 0.89% | 3.58% | Q2 2013 | Q4 2019 | 16 |
Advanced Asset Management Advisors Inc | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Concert Wealth Management Inc. | 16 | 16 | 0.04% | 0.11% | 0.24% | Q2 2013 | Q1 2017 | 16 |
Marotta Asset Management | 13 | 3 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q4 2023 | 16 |
Bedell Frazier Investment Counselling, LLC | 9 | 2 | 0.06% | 0.27% | 0.58% | Q1 2015 | Q3 2022 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.05% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Diligent Investors, LLC | 15 | 1 | 0.06% | 0.21% | 0.27% | Q2 2016 | Q4 2021 | 16 |
Clarity Wealth Advisors, LLC | 16 | 16 | 1.64% | 2.00% | 2.34% | Q4 2019 | Q3 2023 | 16 |
Private Wealth Strategies, L.L.C. | 16 | 16 | 0.25% | 0.46% | 1.10% | Q4 2019 | Q3 2023 | 16 |
Laurion Capital Management LP | 8 | 2 | 0.00% | 0.06% | 0.32% | Q1 2015 | Q4 2018 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.17% | 0.55% | 1.07% | Q4 2019 | Q3 2023 | 16 |
KANAWHA CAPITAL MANAGEMENT LLC | 16 | 16 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2023 | 16 |
TORONTO DOMINION BANK | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2016 | 15 |
Pratt Collard Advisory Partners LLC | 15 | 15 | 0.18% | 0.25% | 0.29% | Q4 2017 | Q2 2021 | 15 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.19% | 1.68% | Q1 2015 | Q2 2023 | 15 |
COMERICA BANK | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 9 | 6 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 15 |
Avidian Wealth Solutions, LLC | 7 | 7 | 0.00% | 1.40% | 3.99% | Q4 2017 | Q2 2023 | 15 |
Wagner Wealth Management, LLC | 8 | 3 | 0.00% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 15 |
Cresset Asset Management, LLC | 13 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 15 |
Wealthspire Advisors, LLC | 13 | 1 | 0.00% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 15 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 1 | 0.36% | 2.14% | 3.05% | Q4 2016 | Q4 2022 | 15 |
WealthTrust Fairport, LLC | 8 | 3 | 0.00% | 0.09% | 0.21% | Q2 2013 | Q1 2019 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2023 | 15 |
Global Wealth Management Investment Advisory, Inc. | 15 | 15 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q2 2022 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2018 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.23% | 0.46% | 0.77% | Q2 2013 | Q4 2016 | 15 |
MBM Wealth Consultants, LLC | 15 | 15 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q2 2022 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 14 | 1 | 0.00% | 0.70% | 1.53% | Q4 2015 | Q4 2019 | 15 |
BlueCrest Capital Management Ltd | 7 | 1 | 0.03% | 0.22% | 1.13% | Q4 2014 | Q3 2019 | 15 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14 | 1 | 0.07% | 0.13% | 0.19% | Q2 2018 | Q3 2023 | 15 |
PACIFIC SUN FINANCIAL CORP | 6 | 1 | 0.63% | 0.87% | 1.25% | Q1 2018 | Q2 2023 | 15 |
STEEL GROVE CAPITAL ADVISORS, LLC | 15 | 15 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q4 2018 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
NORTHSTAR WEALTH PARTNERS LLC | 15 | 15 | 0.15% | 0.31% | 0.47% | Q1 2017 | Q3 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.06% | 0.11% | 0.18% | Q2 2016 | Q4 2019 | 15 |
SpiderRock Advisors, LLC | 9 | 3 | 0.00% | 1.75% | 5.46% | Q1 2017 | Q1 2023 | 15 |
Armor Investment Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2022 | 15 |
Evolution Wealth Advisors, LLC | 6 | 3 | 0.01% | 0.27% | 0.70% | Q3 2019 | Q3 2023 | 15 |
SRS Capital Advisors, Inc. | 8 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.02% | 0.21% | 0.44% | Q1 2020 | Q3 2023 | 15 |
QCI ASSET MANAGEMENT INC/NY | 12 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2020 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 15 | 15 | 0.01% | 0.04% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Regal Investment Advisors LLC | 10 | 1 | 0.02% | 0.09% | 0.45% | Q2 2013 | Q4 2021 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.04% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 15 |
JOHN G ULLMAN & ASSOCIATES INC | 11 | 4 | 0.03% | 0.06% | 0.10% | Q3 2019 | Q3 2023 | 15 |
Castle Rock Wealth Management, LLC | 8 | 2 | 0.07% | 0.19% | 0.37% | Q2 2018 | Q1 2023 | 15 |
OLD SECOND NATIONAL BANK OF AURORA | 14 | 1 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q4 2021 | 15 |
COLONY GROUP LLC | 8 | 1 | 0.00% | 0.02% | 0.19% | Q4 2015 | Q3 2023 | 15 |
Providence Capital Advisors, LLC | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 15 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 14 |
Financial Management Professionals, Inc. | 7 | 1 | 0.00% | 0.64% | 2.47% | Q2 2013 | Q1 2023 | 14 |
Bluefin Trading, LLC | 7 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2016 | 14 |
ALLIANCEBERNSTEIN L.P. | 11 | 1 | 0.00% | 0.07% | 0.16% | Q2 2013 | Q1 2019 | 14 |
Prestige Wealth Management Group LLC | 13 | 1 | 0.00% | 0.34% | 0.74% | Q4 2019 | Q3 2023 | 14 |
Alley Co LLC | 14 | 14 | 1.02% | 1.32% | 1.60% | Q2 2013 | Q3 2016 | 14 |
IPG Investment Advisors LLC | 5 | 1 | 0.07% | 0.16% | 0.40% | Q2 2014 | Q2 2022 | 14 |
MISSION WEALTH MANAGEMENT, LP | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Fiera Capital Corp | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2020 | 14 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 14 | 14 | 0.34% | 0.54% | 0.92% | Q2 2020 | Q3 2023 | 14 |
Atlantic Union Bankshares Corp | 14 | 14 | 0.04% | 0.37% | 0.90% | Q2 2020 | Q3 2023 | 14 |
V Wealth Advisors LLC | 10 | 1 | 0.05% | 0.08% | 0.21% | Q1 2016 | Q1 2023 | 14 |
CHARTIST INC /CA/ | 9 | 1 | 0.69% | 4.48% | 6.06% | Q2 2013 | Q1 2017 | 14 |
EVERETT HARRIS & CO /CA/ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
NF Trinity Capital (Hong Kong) Ltd | 14 | 14 | 0.68% | 3.00% | 6.00% | Q4 2015 | Q1 2019 | 14 |
Integrated Advisors Network LLC | 9 | 5 | 0.01% | 0.08% | 0.17% | Q4 2019 | Q2 2023 | 14 |
Beacon Pointe Advisors, LLC | 14 | 14 | 0.02% | 0.12% | 0.18% | Q2 2020 | Q3 2023 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.10% | 0.22% | 0.86% | Q2 2020 | Q3 2023 | 14 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12 | 2 | 0.30% | 0.49% | 1.27% | Q3 2016 | Q3 2023 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Nan Shan Life Insurance Co., Ltd. | 7 | 1 | 0.01% | 0.23% | 0.82% | Q1 2016 | Q1 2020 | 14 |
COOKSON PEIRCE & CO INC | 11 | 3 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.06% | 0.10% | 0.24% | Q4 2019 | Q3 2023 | 14 |
ROPES WEALTH ADVISORS LLC | 14 | 14 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2020 | 14 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 1 | 0.05% | 0.13% | 0.25% | Q1 2020 | Q3 2023 | 14 |
Brinker Capital Investments, LLC | 9 | 2 | 0.00% | 0.12% | 0.20% | Q1 2017 | Q1 2022 | 14 |
EP Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.03% | 0.06% | Q3 2015 | Q3 2023 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
Vantage Investment Advisors, LLC | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2017 | 14 |
Ally Financial Inc. | 8 | 1 | 0.28% | 0.84% | 1.83% | Q1 2014 | Q2 2021 | 14 |
Laurel Wealth Advisors, Inc. | 13 | 1 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q4 2022 | 14 |
Sunbelt Securities, Inc. | 14 | 14 | 0.14% | 0.26% | 0.63% | Q2 2020 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Choate Investment Advisors | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.03% | 0.09% | 0.21% | Q4 2016 | Q4 2019 | 13 |
SALEM INVESTMENT COUNSELORS INC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 13 |
Laidlaw Wealth Management LLC | 8 | 5 | 0.07% | 0.20% | 0.44% | Q4 2019 | Q3 2023 | 13 |
SWARTHMORE GROUP INC | 13 | 13 | 0.14% | 1.37% | 3.81% | Q1 2015 | Q1 2018 | 13 |
Semmax Financial Advisors Inc. | 13 | 13 | 0.00% | 0.01% | 0.08% | Q4 2018 | Q4 2021 | 13 |
Wellington Shields Capital Management, LLC | 11 | 2 | 0.05% | 0.40% | 0.63% | Q3 2015 | Q4 2022 | 13 |
Clark Capital Management Group, Inc. | 9 | 1 | 0.04% | 0.38% | 0.72% | Q3 2013 | Q4 2022 | 13 |
Golden State Wealth Management, LLC | 8 | 3 | 0.00% | 0.11% | 0.28% | Q1 2019 | Q4 2021 | 13 |
West Branch Capital LLC | 10 | 1 | 0.02% | 0.10% | 0.45% | Q2 2018 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 6 | 2 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q4 2020 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.05% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Meridian Wealth Management, LLC | 12 | 1 | 0.01% | 0.08% | 0.12% | Q2 2019 | Q3 2023 | 13 |
Calamos Advisors LLC | 13 | 13 | 0.02% | 0.07% | 0.16% | Q1 2017 | Q1 2020 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.14% | 0.36% | Q3 2020 | Q3 2023 | 13 |
SHEPHERD KAPLAN KROCHUK, LLC | 7 | 1 | 0.03% | 0.47% | 1.12% | Q4 2013 | Q4 2020 | 13 |
Ifrah Financial Services, Inc. | 7 | 1 | 0.11% | 0.14% | 0.19% | Q3 2014 | Q4 2020 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.05% | 0.16% | 0.32% | Q2 2013 | Q2 2016 | 13 |
Congress Park Capital LLC | 13 | 13 | 0.23% | 0.41% | 0.64% | Q2 2020 | Q2 2023 | 13 |
SeaBridge Investment Advisors LLC | 10 | 3 | 0.01% | 0.08% | 0.31% | Q3 2013 | Q3 2020 | 13 |
Simplicity Solutions, LLC | 11 | 2 | 0.01% | 0.04% | 0.17% | Q1 2017 | Q3 2020 | 13 |
TOTAL INVESTMENT MANAGEMENT INC | 10 | 3 | 0.03% | 3.57% | 14.18% | Q2 2020 | Q3 2023 | 13 |
NATIXIS | 10 | 1 | 0.01% | 0.56% | 1.08% | Q4 2015 | Q3 2020 | 13 |
Madison Asset Management, LLC | 13 | 13 | 0.06% | 0.12% | 0.26% | Q4 2019 | Q4 2022 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 13 |
SANDERS MORRIS HARRIS LLC | 12 | 1 | 0.05% | 0.14% | 0.26% | Q3 2016 | Q4 2019 | 13 |
SIGNET FINANCIAL MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q3 2023 | 13 |
RETIREMENT INCOME SOLUTIONS, INC | 7 | 6 | 0.07% | 0.12% | 0.21% | Q2 2020 | Q3 2023 | 13 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.09% | 0.35% | Q3 2014 | Q3 2023 | 13 |
Modus Advisors, LLC | 13 | 13 | 0.14% | 0.17% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Grassi Investment Management | 13 | 13 | 0.15% | 0.23% | 0.28% | Q3 2020 | Q3 2023 | 13 |
LGL PARTNERS, LLC | 7 | 6 | 0.09% | 0.16% | 0.22% | Q4 2015 | Q1 2019 | 13 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.26% | 1.49% | Q1 2018 | Q3 2023 | 13 |
JENNISON ASSOCIATES LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2017 | 13 |
BigSur Wealth Management LLC | 13 | 13 | 0.11% | 0.39% | 1.33% | Q3 2020 | Q3 2023 | 13 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.02% | 0.08% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Trust Co | 7 | 2 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q3 2023 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 1.40% | 1.69% | 2.17% | Q4 2020 | Q3 2023 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.44% | 0.73% | 1.28% | Q4 2020 | Q3 2023 | 12 |
Jackson, Grant Investment Advisers, Inc. | 12 | 12 | 0.01% | 0.01% | 0.04% | Q4 2015 | Q3 2018 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 0.00% | 1.18% | 1.79% | Q4 2019 | Q3 2022 | 12 |
TOMPKINS FINANCIAL CORP | 8 | 2 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2023 | 12 |
DAVIDSON & GARRARD INC | 12 | 12 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q3 2017 | 12 |
CSS LLC/IL | 5 | 1 | 0.01% | 0.09% | 0.19% | Q3 2020 | Q3 2022 | 12 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 12 | 12 | 0.17% | 1.41% | 2.14% | Q3 2016 | Q2 2019 | 12 |
FACTORY MUTUAL INSURANCE CO | 12 | 12 | 0.12% | 0.14% | 0.14% | Q4 2020 | Q3 2023 | 12 |
EASTERN BANK | 6 | 6 | 0.02% | 0.03% | 0.05% | Q3 2013 | Q4 2017 | 12 |
PETTYJOHN, WOOD & WHITE, INC | 8 | 1 | 0.05% | 0.07% | 0.12% | Q2 2015 | Q1 2023 | 12 |
PRUDENTIAL FINANCIAL INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
PRIVATE MANAGEMENT GROUP INC | 12 | 12 | 0.13% | 0.55% | 0.87% | Q1 2016 | Q4 2018 | 12 |
KG&L Capital Management,LLC | 8 | 1 | 0.04% | 0.20% | 0.54% | Q4 2018 | Q3 2023 | 12 |
MARATHON CAPITAL MANAGEMENT | 7 | 5 | 0.11% | 0.17% | 0.26% | Q2 2020 | Q3 2023 | 12 |
OPPENHEIMER ASSET MANAGEMENT INC. | 4 | 1 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q3 2023 | 12 |
STRATEGIC WEALTH MANAGEMENT INC | 12 | 12 | 2.10% | 8.95% | 16.47% | Q4 2012 | Q3 2015 | 12 |
WHITENER CAPITAL MANAGEMENT, INC. | 9 | 1 | 0.08% | 0.14% | 0.20% | Q4 2017 | Q2 2021 | 12 |
PRICE T ROWE ASSOCIATES INC /MD/ | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.17% | 0.74% | Q4 2018 | Q3 2021 | 12 |
Clal Insurance Enterprises Holdings Ltd | 11 | 1 | 0.48% | 2.14% | 5.36% | Q4 2014 | Q1 2019 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.49% | 0.61% | 0.74% | Q4 2020 | Q3 2023 | 12 |
Manchester Capital Management LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
ALTFEST L J & CO INC | 10 | 2 | 0.06% | 0.42% | 1.18% | Q1 2020 | Q3 2023 | 12 |
tru Independence LLC | 9 | 1 | 0.00% | 0.22% | 1.24% | Q4 2019 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 12 |
LeJeune Puetz Investment Counsel LLC | 8 | 1 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q1 2023 | 12 |
ATLAS CAPITAL ADVISORS LLC | 6 | 6 | 0.00% | 0.02% | 0.10% | Q3 2020 | Q3 2023 | 12 |
WILLIAM HARRIS INVESTORS INC | 12 | 12 | 0.07% | 0.17% | 0.23% | Q2 2013 | Q1 2016 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.18% | 0.23% | 0.34% | Q4 2015 | Q3 2018 | 12 |
Florin Court Capital LLP | 7 | 1 | 0.12% | 0.42% | 0.73% | Q3 2017 | Q4 2021 | 12 |
ADIRONDACK TRUST CO | 6 | 1 | 0.00% | 0.03% | 0.06% | Q4 2015 | Q1 2023 | 12 |
Keystone Financial Group | 11 | 1 | 0.04% | 0.07% | 0.12% | Q2 2019 | Q2 2022 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.03% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 1.02% | 1.47% | 1.90% | Q2 2013 | Q1 2016 | 12 |
SteelPeak Wealth, LLC | 11 | 1 | 0.06% | 0.11% | 0.16% | Q4 2019 | Q3 2023 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 0.07% | 0.16% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Mosaic Family Wealth, LLC | 12 | 12 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q1 2019 | 12 |
Leucadia National | 4 | 4 | 0.00% | 0.25% | 0.55% | Q4 2022 | Q3 2023 | 12 |
M Holdings Securities, Inc. | 9 | 1 | 0.05% | 0.18% | 0.48% | Q4 2013 | Q1 2019 | 12 |
Rothschild Capital Partners, LLC | 9 | 1 | 0.45% | 1.25% | 1.68% | Q1 2016 | Q4 2020 | 12 |
Horan Securities, Inc. | 7 | 5 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.14% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Aberdeen Wealth Management LLC | 8 | 1 | 0.00% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 12 |
Robertson Stephens Wealth Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.07% | Q3 2020 | Q2 2023 | 12 |
Bridge Advisory, LLC | 12 | 12 | 0.11% | 0.19% | 0.28% | Q4 2020 | Q3 2023 | 12 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q4 2022 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.25% | 0.45% | 0.77% | Q4 2020 | Q3 2023 | 12 |
FT Options LLC | 3 | 1 | 0.01% | 0.69% | 3.60% | Q1 2016 | Q3 2017 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Oxler Private Wealth LLC | 12 | 12 | 0.28% | 0.33% | 0.40% | Q4 2020 | Q3 2023 | 12 |
JANICZEK WEALTH MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 12 |
Tarbox Family Office, Inc. | 12 | 12 | 0.02% | 0.04% | 0.05% | Q1 2017 | Q4 2019 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
Proquility Private Wealth Partners, LLC | 12 | 12 | 1.02% | 1.18% | 1.35% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
B. Riley Wealth Management, Inc. | 8 | 1 | 0.02% | 0.12% | 0.34% | Q1 2014 | Q1 2022 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.45% | 1.09% | 1.57% | Q4 2020 | Q3 2023 | 12 |
Rye Brook Capital LLC | 12 | 12 | 2.45% | 4.77% | 7.68% | Q4 2020 | Q3 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.06% | 0.08% | 0.13% | Q4 2020 | Q3 2023 | 12 |
Cedar Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.13% | 0.38% | 0.76% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.42% | 0.69% | 0.81% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.10% | 0.35% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Daniel Devine & Co | 12 | 12 | 2.02% | 3.03% | 3.62% | Q3 2015 | Q2 2018 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.03% | 0.43% | 0.84% | Q4 2020 | Q3 2023 | 12 |
PATTEN & PATTEN INC/TN | 9 | 3 | 0.02% | 0.03% | 0.07% | Q1 2014 | Q2 2019 | 12 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.03% | 0.07% | 0.10% | Q4 2016 | Q2 2019 | 11 |
Asset Planning Services, Ltd. | 11 | 11 | 0.02% | 0.02% | 0.05% | Q1 2017 | Q3 2019 | 11 |
Fortis Advisors, LLC | 8 | 3 | 0.01% | 0.06% | 0.19% | Q3 2017 | Q4 2021 | 11 |
Virtu KCG Holdings LLC | 8 | 1 | 0.01% | 0.05% | 0.22% | Q3 2013 | Q4 2016 | 11 |
Partnervest Advisory Services LLC | 9 | 2 | 0.01% | 0.08% | 0.15% | Q2 2013 | Q1 2019 | 11 |
Cribstone Capital Management, LLC | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q1 2020 | 11 |
Vontobel Swiss Wealth Advisors AG | 11 | 11 | 1.47% | 2.83% | 3.82% | Q2 2016 | Q4 2018 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 0.53% | 0.64% | 0.75% | Q1 2021 | Q3 2023 | 11 |
CYPRESS CAPITAL MANAGEMENT LLC | 8 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2022 | 11 |
IEQ CAPITAL, LLC | 11 | 11 | 0.01% | 0.03% | 0.08% | Q1 2021 | Q3 2023 | 11 |
NIEMANN CAPITAL MANAGEMENT INC | 10 | 1 | 0.31% | 8.23% | 11.39% | Q2 2013 | Q2 2020 | 11 |
Financial Sense Advisors, Inc. | 6 | 1 | 0.08% | 0.21% | 0.72% | Q4 2016 | Q3 2023 | 11 |
Blue Chip Wealth Management, Inc. | 11 | 11 | 0.27% | 0.42% | 0.63% | Q1 2018 | Q3 2020 | 11 |
PECONIC PARTNERS LLC | 11 | 11 | 0.06% | 0.22% | 0.58% | Q2 2020 | Q4 2022 | 11 |
Robbins Farley | 11 | 11 | 0.22% | 1.01% | 2.03% | Q1 2021 | Q3 2023 | 11 |
Shoker Investment Counsel, Inc. | 11 | 11 | 0.41% | 0.68% | 0.86% | Q4 2016 | Q2 2019 | 11 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 11 | 11 | 0.10% | 0.12% | 0.15% | Q4 2014 | Q2 2017 | 11 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 11 | 11 | 2.09% | 2.56% | 3.58% | Q2 2016 | Q4 2018 | 11 |
Dunvegan Associates, Inc. | 11 | 11 | 1.57% | 1.90% | 2.29% | Q2 2013 | Q4 2015 | 11 |
Atom Investors LP | 11 | 11 | 0.36% | 4.22% | 9.30% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.03% | 0.04% | Q1 2014 | Q1 2017 | 11 |
BEACON TRUST CO | 7 | 4 | 0.04% | 0.48% | 1.10% | Q3 2013 | Q1 2017 | 11 |
Realta Investment Advisors | 4 | 1 | 0.03% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 11 |
ENTERPRISE FINANCIAL SERVICES CORP | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2021 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 11 |
Providence First Trust Co | 11 | 11 | 0.66% | 1.11% | 1.29% | Q1 2021 | Q3 2023 | 11 |
TRAIN BABCOCK ADVISORS LLC | 11 | 11 | 0.07% | 0.11% | 0.17% | Q2 2014 | Q4 2016 | 11 |
Maple Capital Management, Inc. | 11 | 11 | 0.10% | 0.35% | 0.94% | Q2 2013 | Q4 2015 | 11 |
BENJAMIN EDWARDS INC | 11 | 11 | 0.00% | 0.08% | 0.11% | Q1 2020 | Q3 2022 | 11 |
Bison Wealth, LLC | 9 | 2 | 0.01% | 0.15% | 0.71% | Q1 2015 | Q2 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 11 |
BOENNING & SCATTERGOOD, INC. | 10 | 1 | 0.05% | 0.10% | 0.39% | Q4 2018 | Q4 2022 | 11 |
CUMBERLAND ADVISORS INC | 7 | 1 | 0.14% | 2.09% | 3.84% | Q2 2013 | Q3 2023 | 11 |
Crosspoint Capital Strategies, LLC | 9 | 2 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q3 2016 | 11 |
SevenOneSeven Capital Management | 11 | 11 | 0.03% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Prism Advisors, Inc. | 5 | 1 | 0.07% | 0.09% | 0.11% | Q2 2018 | Q2 2023 | 11 |
WBH ADVISORY INC | 11 | 11 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2022 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.06% | 0.09% | 0.20% | Q4 2020 | Q2 2023 | 11 |
Berger Financial Group, Inc | 11 | 11 | 0.05% | 0.08% | 0.13% | Q4 2020 | Q2 2023 | 11 |
VSR Financial Services, Inc. | 11 | 11 | 0.18% | 0.26% | 0.37% | Q2 2013 | Q4 2015 | 11 |
AMERICAN NATIONAL BANK | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2017 | 11 |
WealthShield Partners, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.07% | 0.14% | 0.23% | Q1 2019 | Q3 2021 | 11 |
CYPRESS ASSET MANAGEMENT INC/TX | 11 | 11 | 0.08% | 0.66% | 1.33% | Q4 2016 | Q2 2019 | 11 |
Personal Capital Advisors Corp | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 11 |
Addison Advisors LLC | 10 | 1 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 11 |
Jacobus Wealth Management, Inc. | 11 | 11 | 0.05% | 0.13% | 0.18% | Q1 2015 | Q3 2017 | 11 |
First City Capital Management, Inc. | 11 | 11 | 0.04% | 0.10% | 0.17% | Q3 2013 | Q1 2016 | 11 |
Valentine Capital Asset Management, Inc. | 11 | 11 | 0.58% | 0.94% | 1.68% | Q2 2013 | Q4 2015 | 11 |
Founders Financial Alliance, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Hennion & Walsh Asset Management, Inc. | 11 | 11 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q2 2019 | 11 |
Segment Wealth Management, LLC | 11 | 11 | 0.08% | 0.47% | 1.65% | Q2 2013 | Q4 2015 | 11 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.10% | 0.24% | Q3 2019 | Q3 2023 | 11 |
MIDDLETON & CO INC/MA | 11 | 11 | 0.05% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
StrategIQ Financial Group, LLC | 11 | 11 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
VisionPoint Advisory Group, LLC | 8 | 3 | 0.09% | 0.54% | 1.42% | Q1 2020 | Q3 2023 | 11 |
Sugarloaf Wealth Management, LLC | 11 | 11 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q4 2022 | 11 |
Freedom Investment Management, Inc. | 7 | 1 | 0.02% | 0.14% | 0.34% | Q2 2015 | Q3 2023 | 11 |
Catamount Wealth Management | 8 | 3 | 0.01% | 1.24% | 2.49% | Q4 2014 | Q1 2019 | 11 |
K.J. Harrison & Partners Inc | 7 | 2 | 0.04% | 0.33% | 1.58% | Q2 2016 | Q3 2021 | 11 |
Resource Planning Group | 8 | 3 | 0.15% | 0.17% | 0.19% | Q2 2020 | Q2 2023 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.25% | 0.33% | 0.41% | Q4 2020 | Q2 2023 | 11 |
BOURGEON CAPITAL MANAGEMENT LLC | 11 | 11 | 0.01% | 0.78% | 2.38% | Q1 2019 | Q3 2021 | 11 |
J. Goldman & Co LP | 3 | 1 | 0.01% | 0.15% | 0.48% | Q2 2015 | Q1 2023 | 11 |
FNY Managed Accounts LLC | 3 | 1 | 0.00% | 0.26% | 1.32% | Q1 2014 | Q4 2017 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.11% | 0.21% | 0.30% | Q4 2019 | Q2 2022 | 11 |
MARINER INVESTMENT GROUP LLC | 5 | 3 | 0.00% | 0.44% | 1.79% | Q2 2014 | Q2 2016 | 11 |
NWI MANAGEMENT LP | 8 | 1 | 0.05% | 0.31% | 2.23% | Q1 2018 | Q3 2023 | 11 |
Ergoteles LLC | 8 | 3 | 0.05% | 1.21% | 3.26% | Q4 2020 | Q3 2023 | 11 |
HANSEATIC MANAGEMENT SERVICES INC | 10 | 1 | 0.00% | 2.95% | 5.51% | Q4 2019 | Q1 2023 | 11 |
Yellowstone Partners, LLC | 10 | 10 | 0.10% | 0.14% | 0.19% | Q2 2014 | Q3 2016 | 10 |
Magnus Financial Group LLC | 5 | 1 | 0.04% | 0.16% | 0.34% | Q1 2019 | Q3 2023 | 10 |
Global Trust Asset Management, LLC | 7 | 1 | 0.00% | 0.06% | 0.24% | Q4 2017 | Q3 2021 | 10 |
Clear Harbor Asset Management, LLC | 8 | 1 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 10 |
Corbenic Partners LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2017 | 10 |
Waverly Advisors, LLC | 7 | 1 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 10 |
Emery Howard Portfolio Management, Inc. | 7 | 1 | 0.04% | 0.05% | 0.06% | Q1 2015 | Q4 2021 | 10 |
IFC Holdings Incorporated/FL | 6 | 1 | 0.02% | 0.06% | 0.13% | Q4 2014 | Q4 2017 | 10 |
Johnson Financial Group, Inc. | 8 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 10 |
Ranch Capital Advisors Inc. | 10 | 10 | 0.14% | 0.14% | 0.17% | Q3 2019 | Q4 2021 | 10 |
Virtue Capital Management, LLC | 7 | 3 | 0.04% | 0.20% | 0.34% | Q3 2020 | Q3 2023 | 10 |
Private Wealth Advisors, Inc. | 8 | 2 | 0.08% | 0.37% | 1.60% | Q2 2018 | Q4 2020 | 10 |
EMFO, LLC | 10 | 10 | 0.48% | 0.63% | 0.75% | Q2 2021 | Q3 2023 | 10 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 10 | 10 | 0.08% | 0.11% | 0.14% | Q3 2014 | Q4 2016 | 10 |
Elliott Investment Management L.P. | 6 | 4 | 0.51% | 1.52% | 4.37% | Q2 2020 | Q3 2023 | 10 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 10 |
Dana Investment Advisors, Inc. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q4 2022 | 10 |
FundX Investment Group, LLC | 4 | 1 | 0.25% | 4.81% | 7.80% | Q2 2013 | Q2 2020 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.10% | 0.16% | 0.26% | Q2 2013 | Q3 2015 | 10 |
Beacon Capital Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 10 |
Peak Financial Management, Inc. | 7 | 1 | 0.09% | 0.53% | 2.27% | Q2 2016 | Q4 2021 | 10 |
Sonora Investment Management, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2021 | 10 |
Cornerstone Advisory, LLC | 7 | 3 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q2 2023 | 10 |
Orion Portfolio Solutions, LLC | 5 | 1 | 0.00% | 0.11% | 0.28% | Q4 2019 | Q1 2023 | 10 |
Madrona Financial Services, LLC | 10 | 10 | 1.40% | 1.83% | 2.79% | Q2 2020 | Q3 2022 | 10 |
Olympiad Research LP | 8 | 1 | 0.16% | 1.00% | 4.31% | Q4 2019 | Q3 2022 | 10 |
KINGS POINT CAPITAL MANAGEMENT | 10 | 10 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2022 | 10 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 7 | 3 | 0.00% | 0.03% | 0.05% | Q3 2014 | Q3 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Apexium Financial, LP | 5 | 5 | 0.03% | 0.09% | 0.16% | Q3 2020 | Q3 2023 | 10 |
Ionic Capital Management LLC | 3 | 1 | 0.12% | 0.46% | 0.90% | Q3 2015 | Q1 2018 | 10 |
Archer Investment Corp | 8 | 2 | 0.00% | 0.23% | 0.40% | Q1 2019 | Q3 2023 | 10 |
Global Financial Private Capital, Inc | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2020 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 10 |
FRONT BARNETT ASSOCIATES LLC | 10 | 10 | 0.04% | 0.16% | 0.19% | Q2 2021 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q3 2023 | 10 |
ANCHOR CAPITAL ADVISORS LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 10 |
Alhambra Investment Management LLC | 10 | 10 | 0.40% | 0.45% | 0.50% | Q3 2020 | Q4 2022 | 10 |
ORRSTOWN FINANCIAL SERVICES INC | 10 | 10 | 0.02% | 0.23% | 0.69% | Q2 2013 | Q3 2015 | 10 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q1 2021 | 10 |
NatWest Group plc | 10 | 10 | 0.11% | 0.27% | 0.64% | Q2 2013 | Q3 2015 | 10 |
FARMERS & MERCHANTS INVESTMENTS INC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
LAKE STREET PRIVATE WEALTH, LLC | 9 | 1 | 0.04% | 0.17% | 0.26% | Q1 2020 | Q3 2023 | 10 |
Advisors Preferred, LLC | 3 | 1 | 0.01% | 1.56% | 7.50% | Q4 2013 | Q1 2023 | 10 |
CREDIT AGRICOLE S A | 7 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2021 | 10 |
Cypress Wealth Services, LLC | 9 | 1 | 0.06% | 0.08% | 0.09% | Q3 2018 | Q1 2021 | 10 |
TrinityPoint Wealth, LLC | 9 | 1 | 0.05% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 10 |
Sound Income Strategies, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Codex Capital, L.L.C. | 10 | 10 | 0.12% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Center for Financial Planning, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Windsor Creek Advisors, LLC | 6 | 6 | 0.10% | 0.45% | 0.96% | Q4 2018 | Q1 2020 | 10 |
Capital Planning Advisors, LLC | 9 | 1 | 0.01% | 0.40% | 1.04% | Q4 2015 | Q3 2019 | 10 |
BerganKDV Wealth Management, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2020 | 10 |
VALLEY WEALTH MANAGERS, INC. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 10 |
PARK AVENUE SECURITIES LLC | 7 | 1 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 10 |
Bridgewater Wealth & Financial Management, LLC | 10 | 10 | 0.09% | 0.13% | 0.19% | Q1 2015 | Q2 2017 | 10 |
WEALTH ADVISORS, INC. | 6 | 6 | 0.00% | 0.08% | 0.20% | Q3 2020 | Q4 2021 | 10 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 2 | 0.04% | 0.05% | 0.07% | Q4 2015 | Q2 2018 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q1 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.05% | 0.08% | 0.12% | Q2 2021 | Q3 2023 | 10 |
MBB PUBLIC MARKETS I LLC | 8 | 8 | 0.01% | 0.82% | 1.80% | Q4 2021 | Q3 2023 | 10 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.09% | 0.36% | Q1 2018 | Q3 2023 | 10 |
LPWM LLC | 10 | 10 | 0.35% | 0.61% | 0.83% | Q4 2019 | Q1 2022 | 10 |
Connecticut Wealth Management, LLC | 7 | 3 | 0.03% | 0.07% | 0.09% | Q3 2019 | Q3 2023 | 10 |
PICTET BANK & TRUST Ltd | 7 | 1 | 0.08% | 0.33% | 0.52% | Q2 2015 | Q1 2019 | 10 |
Thomasville National Bank | 8 | 1 | 0.04% | 0.13% | 0.23% | Q1 2015 | Q1 2020 | 10 |
Bank of New Hampshire | 10 | 10 | 0.17% | 0.33% | 0.63% | Q2 2021 | Q3 2023 | 10 |
CapWealth Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 10 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Smart Portfolios, LLC | 7 | 3 | 2.39% | 6.82% | 13.28% | Q2 2013 | Q4 2015 | 10 |
SYMMETRY PEAK MANAGEMENT LLC | 2 | 1 | 0.06% | 0.44% | 1.06% | Q4 2014 | Q4 2019 | 9 |
Nikulski Financial, Inc. | 7 | 2 | 0.12% | 0.32% | 0.50% | Q1 2020 | Q3 2023 | 9 |
Alpine Global Management, LLC | 2 | 1 | 0.05% | 0.60% | 2.88% | Q1 2014 | Q2 2023 | 9 |
NORRIS PERNE & FRENCH LLP/MI | 5 | 1 | 0.03% | 0.04% | 0.07% | Q1 2014 | Q1 2018 | 9 |
Integrated Wealth Management | 9 | 9 | 0.02% | 0.12% | 0.19% | Q1 2015 | Q1 2017 | 9 |
Taylor Hoffman Wealth Management | 8 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 9 |
BAROMETER CAPITAL MANAGEMENT INC. | 8 | 1 | 0.03% | 0.10% | 0.18% | Q1 2014 | Q4 2022 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.01% | 0.06% | 0.16% | Q2 2013 | Q2 2015 | 9 |
CONDOR CAPITAL MANAGEMENT | 7 | 1 | 0.06% | 0.09% | 0.12% | Q3 2013 | Q4 2021 | 9 |
COWEN AND COMPANY, LLC | 2 | 1 | 0.00% | 0.04% | 0.24% | Q4 2019 | Q4 2021 | 9 |
LFA - Lugano Financial Advisors SA | 4 | 2 | 0.00% | 0.04% | 0.13% | Q2 2018 | Q3 2023 | 9 |
Powell Investment Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 9 |
Soros Fund Management | 3 | 1 | 0.01% | 0.09% | 0.39% | Q3 2014 | Q2 2023 | 9 |
Janney Capital Management LLC | 5 | 4 | 0.03% | 1.22% | 1.58% | Q3 2016 | Q3 2020 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
WASHBURN CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.17% | 0.25% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Pinnacle Advisory Group, Inc. | 7 | 2 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q2 2019 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Laurel Wealth Advisors LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 9 |
Highlander Capital Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.09% | 0.12% | 0.15% | Q4 2020 | Q4 2022 | 9 |
JS Capital Management LLC | 6 | 3 | 0.04% | 0.27% | 0.95% | Q3 2018 | Q4 2020 | 9 |
ALETHEA CAPITAL MANAGEMENT, LLC | 9 | 9 | 1.00% | 1.64% | 3.21% | Q3 2015 | Q3 2017 | 9 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.26% | 1.61% | Q3 2015 | Q1 2022 | 9 |
Essex LLC | 9 | 9 | 0.09% | 0.19% | 0.30% | Q3 2021 | Q3 2023 | 9 |
EVERGREEN CAPITAL MANAGEMENT LLC | 8 | 1 | 0.02% | 0.20% | 0.38% | Q2 2018 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.24% | 0.31% | 0.39% | Q3 2021 | Q3 2023 | 9 |
Sowell Financial Services LLC | 7 | 1 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q1 2023 | 9 |
Aristides Capital LLC | 6 | 1 | 0.27% | 1.68% | 4.37% | Q2 2020 | Q2 2023 | 9 |
EFG Asset Management (Americas) Corp. | 7 | 1 | 0.04% | 0.05% | 0.08% | Q4 2014 | Q4 2022 | 9 |
Cordasco Financial Network | 8 | 1 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q2 2022 | 9 |
Snider Financial Group | 7 | 2 | 0.31% | 0.47% | 0.91% | Q2 2021 | Q3 2023 | 9 |
TELEMUS CAPITAL, LLC | 8 | 1 | 0.02% | 0.08% | 0.12% | Q4 2016 | Q1 2019 | 9 |
Alyeska Investment Group, L.P. | 4 | 1 | 0.08% | 0.87% | 5.31% | Q4 2014 | Q4 2020 | 9 |
SUMMIT CAPITAL MANAGEMENT LLC | 7 | 2 | 2.62% | 3.98% | 6.75% | Q4 2013 | Q1 2016 | 9 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 9 | 9 | 0.34% | 1.33% | 5.60% | Q2 2014 | Q2 2016 | 9 |
Wellington Shields & Co., LLC | 5 | 1 | 0.03% | 0.11% | 0.19% | Q4 2017 | Q4 2022 | 9 |
Enterprise Trust & Investment Co | 9 | 9 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q2 2022 | 9 |
NAVELLIER & ASSOCIATES INC | 2 | 1 | 0.06% | 0.32% | 0.98% | Q1 2015 | Q3 2021 | 9 |
Private Capital Advisors, Inc. | 8 | 1 | 0.18% | 1.76% | 3.29% | Q2 2016 | Q1 2019 | 9 |
Bellevue Group AG | 8 | 1 | 0.12% | 0.32% | 0.71% | Q1 2016 | Q3 2018 | 9 |
Samalin Investment Counsel, LLC | 8 | 1 | 0.11% | 0.14% | 0.16% | Q4 2019 | Q3 2023 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q3 2023 | 9 |
Ken Stern & Associates, Inc. | 9 | 9 | 0.13% | 0.16% | 0.24% | Q3 2016 | Q3 2018 | 9 |
INVESTMENT CENTERS OF AMERICA INC | 9 | 9 | 0.02% | 0.06% | 0.17% | Q3 2015 | Q3 2017 | 9 |
State of Tennessee, Treasury Department | 2 | 1 | 0.01% | 0.08% | 0.22% | Q1 2015 | Q3 2021 | 9 |
BRIGHTON JONES LLC | 5 | 2 | 0.04% | 0.06% | 0.11% | Q3 2013 | Q1 2018 | 9 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 1.03% | 1.90% | 3.30% | Q2 2013 | Q3 2020 | 9 |
Miracle Mile Advisors, LLC | 7 | 1 | 0.02% | 0.61% | 1.31% | Q1 2019 | Q3 2023 | 9 |
Rossmore Private Capital | 7 | 1 | 0.04% | 0.07% | 0.16% | Q4 2017 | Q4 2021 | 9 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 9 | 9 | 0.40% | 0.87% | 1.12% | Q2 2017 | Q2 2019 | 9 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.30% | 0.94% | Q3 2013 | Q4 2021 | 9 |
Bank Pictet & Cie (Europe) AG | 8 | 1 | 0.05% | 0.15% | 0.23% | Q2 2014 | Q3 2017 | 9 |
ROWLANDMILLER & PARTNERS.ADV | 4 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 9 |
CHATHAM CAPITAL GROUP, INC. | 6 | 1 | 0.05% | 0.06% | 0.11% | Q1 2015 | Q4 2019 | 9 |
Independence Bank of Kentucky | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Midwest Professional Planners, LTD. | 2 | 1 | 0.23% | 0.81% | 1.23% | Q2 2018 | Q3 2023 | 8 |
HOWARD WEALTH MANAGEMENT, LLC | 7 | 1 | 0.04% | 0.15% | 0.19% | Q4 2019 | Q1 2022 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 1.19% | 1.30% | 1.44% | Q4 2021 | Q3 2023 | 8 |
Quaker Wealth Management, LLC | 6 | 2 | 0.13% | 0.43% | 1.00% | Q4 2019 | Q1 2022 | 8 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.03% | 0.17% | 0.28% | Q2 2019 | Q2 2023 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.04% | 0.08% | 0.12% | Q1 2020 | Q4 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WEST CHESTER CAPITAL ADVISORS, INC | 4 | 1 | 0.01% | 0.57% | 1.19% | Q2 2013 | Q3 2018 | 8 |
BREITER CAPITAL MANAGEMENT INC | 4 | 4 | 0.15% | 0.27% | 0.37% | Q1 2020 | Q1 2022 | 8 |
SENTINEL TRUST CO LBA | 7 | 1 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
LEO BROKERAGE, LLC | 5 | 1 | 0.04% | 0.39% | 0.66% | Q3 2020 | Q2 2023 | 8 |
CAZ INVESTMENTS LP | 7 | 1 | 0.72% | 2.65% | 5.25% | Q2 2020 | Q3 2023 | 8 |
DOCK STREET ASSET MANAGEMENT INC | 4 | 4 | 0.17% | 0.82% | 2.18% | Q2 2013 | Q2 2015 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 8 |
DELTEC ASSET MANAGEMENT LLC | 4 | 1 | 0.11% | 0.31% | 0.68% | Q1 2017 | Q3 2023 | 8 |
Laird Norton Wetherby Wealth Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q2 2022 | 8 |
GRIMES & COMPANY, INC. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2022 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
D. E. Shaw & Co., Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q1 2020 | 8 |
BALTIMORE CAPITAL MANAGEMENT, INC | 7 | 1 | 0.78% | 0.87% | 0.99% | Q1 2017 | Q1 2019 | 8 |
HARTLINE INVESTMENT CORP/ | 4 | 4 | 0.05% | 0.10% | 0.32% | Q3 2014 | Q2 2019 | 8 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 5 | 1 | 0.19% | 0.36% | 0.62% | Q4 2016 | Q3 2023 | 8 |
BRADLEY FOSTER & SARGENT INC/CT | 8 | 8 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Valmark Advisers, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2023 | 8 |
Dorsey & Whitney Trust CO LLC | 6 | 2 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q1 2022 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 8 | 8 | 3.28% | 4.95% | 6.26% | Q4 2016 | Q3 2018 | 8 |
RS CRUM INC. | 8 | 8 | 0.44% | 0.71% | 1.13% | Q4 2021 | Q3 2023 | 8 |
Grace Capital | 8 | 8 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q3 2020 | 8 |
EQUITABLE TRUST CO | 7 | 1 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q4 2021 | 8 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 5 | 1 | 0.00% | 0.59% | 3.06% | Q4 2013 | Q3 2017 | 8 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.09% | 0.20% | Q1 2020 | Q3 2023 | 8 |
Nantahala Capital Management | 6 | 1 | 0.48% | 3.39% | 6.49% | Q3 2013 | Q3 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 1.28% | 1.56% | 2.06% | Q4 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.21% | 0.28% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 0.23% | 0.27% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
My Personal CFO, LLC | 8 | 8 | 0.66% | 0.85% | 1.20% | Q4 2021 | Q3 2023 | 8 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.27% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.08% | 0.11% | 0.13% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.59% | 0.69% | 0.89% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.07% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 8 | 8 | 0.51% | 0.71% | 0.84% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.38% | 2.65% | 4.34% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.58% | 0.67% | 0.75% | Q4 2021 | Q3 2023 | 8 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2017 | 8 |
Ameliora Wealth Management Ltd. | 8 | 8 | 0.02% | 0.32% | 0.99% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SOUTHERN CAPITAL ADVISORS, LLC | 8 | 8 | 0.19% | 1.08% | 2.33% | Q4 2021 | Q3 2023 | 8 |
WealthCare Investment Partners, LLC | 8 | 8 | 0.63% | 0.70% | 0.93% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.22% | 0.41% | 0.70% | Q4 2021 | Q3 2023 | 8 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 3 | 0.04% | 0.39% | 1.25% | Q2 2015 | Q4 2018 | 8 |
PACK Private Wealth, LLC | 8 | 8 | 0.23% | 0.26% | 0.29% | Q4 2021 | Q3 2023 | 8 |
InterOcean Capital, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q4 2019 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.16% | 0.19% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.02% | 0.05% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 1.54% | 1.78% | 2.05% | Q4 2021 | Q3 2023 | 8 |
Richmond Brothers, Inc. | 8 | 8 | 2.67% | 4.86% | 6.30% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.04% | 0.08% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.04% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.04% | 0.11% | 0.19% | Q1 2021 | Q3 2023 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.09% | 0.22% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Oxbow Advisors, LLC | 8 | 8 | 0.04% | 0.09% | 0.12% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.07% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Westwood Wealth Management | 8 | 8 | 0.69% | 1.10% | 1.88% | Q4 2021 | Q3 2023 | 8 |
High Falls Advisors, Inc | 3 | 1 | 0.03% | 0.19% | 0.37% | Q4 2015 | Q3 2021 | 8 |
Rollins Financial | 5 | 3 | 0.12% | 0.40% | 0.77% | Q4 2020 | Q4 2022 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.55% | 0.93% | 1.15% | Q4 2020 | Q3 2022 | 8 |
Kazazian Asset Management, LLC | 7 | 1 | 0.28% | 0.63% | 1.00% | Q3 2015 | Q3 2019 | 8 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2023 | 8 |
3D/L Capital Management, LLC | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q4 2022 | 8 |
Thrive Capital Management, LLC | 8 | 8 | 0.93% | 1.12% | 1.30% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2022 | 8 |
CAHILL FINANCIAL ADVISORS INC | 5 | 1 | 0.06% | 0.09% | 0.16% | Q3 2017 | Q3 2023 | 8 |
West Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Hikari Power Ltd | 8 | 8 | 0.27% | 0.33% | 0.41% | Q1 2018 | Q4 2019 | 8 |
InterOcean Capital Group, LLC | 8 | 8 | 0.04% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
FAGAN ASSOCIATES, INC. | 8 | 8 | 0.54% | 0.83% | 1.21% | Q4 2021 | Q3 2023 | 8 |
Ironsides Asset Advisors, LLC | 8 | 8 | 0.08% | 0.15% | 0.23% | Q3 2014 | Q2 2016 | 8 |
Raab & Moskowitz Asset Management LLC | 6 | 1 | 0.00% | 0.12% | 0.17% | Q4 2014 | Q4 2019 | 8 |
MINOT CAPITAL, LP | 8 | 8 | 0.12% | 0.22% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Audent Global Asset Management, LLC | 8 | 8 | 0.17% | 1.05% | 3.41% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2022 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.14% | 0.20% | 0.22% | Q4 2021 | Q3 2023 | 8 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Ayalon Insurance Comp Ltd. | 8 | 8 | 0.16% | 0.19% | 0.22% | Q1 2015 | Q4 2016 | 8 |
Capital Market Strategies LLC | 5 | 3 | 0.28% | 0.33% | 0.38% | Q4 2021 | Q4 2023 | 8 |
Eudaimonia Partners, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2021 | 8 |
RPG Investment Advisory, LLC | 8 | 8 | 0.10% | 0.19% | 0.26% | Q4 2015 | Q3 2017 | 8 |
NWK Group, Inc. | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Ausdal Financial Partners, Inc. | 3 | 1 | 0.06% | 0.14% | 0.59% | Q4 2015 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CHOREO, LLC | 4 | 1 | 0.01% | 0.08% | 0.50% | Q1 2016 | Q3 2023 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.36% | 0.43% | 0.51% | Q3 2017 | Q2 2019 | 8 |
Lionsbridge Wealth Management LLC | 7 | 1 | 0.01% | 1.14% | 1.74% | Q4 2019 | Q4 2021 | 8 |
XML Financial, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2020 | 8 |
Good Life Advisors, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q2 2023 | 8 |
Aurora Investment Managers, LLC. | 4 | 4 | 0.17% | 2.05% | 4.22% | Q2 2020 | Q4 2022 | 8 |
CBIZ Investment Advisory Services, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 0.10% | 0.14% | 0.16% | Q4 2021 | Q3 2023 | 8 |
GARRISON BRADFORD & ASSOCIATES INC | 8 | 8 | 0.27% | 0.58% | 1.15% | Q2 2013 | Q1 2015 | 8 |
Close Asset Management Ltd | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 8 |
GYL FINANCIAL SYNERGIES, LLC | 5 | 3 | 0.06% | 0.42% | 1.13% | Q4 2020 | Q3 2023 | 8 |
Tibra Equities Europe Ltd | 3 | 1 | 0.22% | 3.08% | 9.81% | Q4 2017 | Q4 2020 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 7 |
COMERICA SECURITIES INC | 6 | 1 | 0.03% | 0.06% | 0.14% | Q2 2015 | Q4 2017 | 7 |
FWL INVESTMENT MANAGEMENT, LLC | 5 | 2 | 0.00% | 1.82% | 3.25% | Q4 2020 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
WEATHERLY ASSET MANAGEMENT L. P. | 5 | 2 | 0.04% | 0.05% | 0.06% | Q3 2017 | Q2 2019 | 7 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 7 | 7 | 0.08% | 0.14% | 0.20% | Q4 2021 | Q2 2023 | 7 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.03% | 0.14% | 0.24% | Q4 2019 | Q3 2023 | 7 |
LYELL WEALTH MANAGEMENT, LP | 4 | 1 | 0.04% | 0.27% | 0.49% | Q3 2021 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.06% | 0.21% | Q2 2013 | Q3 2016 | 7 |
MADISON INVESTMENT HOLDINGS INC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2019 | 7 |
Triumph Capital Management | 7 | 7 | 0.23% | 0.65% | 1.44% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Buckley Wealth Management, LLC | 7 | 7 | 0.13% | 0.14% | 0.14% | Q4 2017 | Q2 2019 | 7 |
JGP Global Gestao de Recursos Ltda. | 4 | 3 | 0.11% | 2.04% | 8.89% | Q2 2020 | Q1 2022 | 7 |
Wealth Alliance Advisory Group, LLC | 6 | 1 | 0.09% | 0.12% | 0.19% | Q1 2019 | Q4 2021 | 7 |
Summit X, LLC | 6 | 1 | 0.01% | 1.03% | 2.04% | Q2 2017 | Q3 2020 | 7 |
Camarda Financial Advisors, LLC | 4 | 1 | 0.01% | 1.08% | 4.86% | Q3 2014 | Q4 2022 | 7 |
Duquesne Family Office | 4 | 1 | 0.98% | 2.32% | 5.99% | Q3 2016 | Q1 2019 | 7 |
LS Investment Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 7 |
Venture Visionary Partners LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Garde Capital, Inc. | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2022 | 7 |
Beaird Harris Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q2 2023 | 7 |
Kingfisher Capital LLC | 5 | 2 | 0.06% | 0.21% | 0.73% | Q3 2016 | Q3 2023 | 7 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 3 | 1 | 0.01% | 0.35% | 1.22% | Q3 2016 | Q2 2023 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.55% | 0.67% | 0.84% | Q1 2022 | Q3 2023 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
CI INVESTMENTS INC. | 4 | 3 | 0.00% | 0.14% | 0.26% | Q1 2021 | Q4 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.07% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.12% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 7 |
PointState Capital LP | 3 | 1 | 0.01% | 0.09% | 0.28% | Q4 2014 | Q4 2020 | 7 |
MERITAGE PORTFOLIO MANAGEMENT | 6 | 1 | 0.38% | 0.96% | 1.10% | Q4 2016 | Q3 2022 | 7 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.05% | 0.17% | Q1 2020 | Q3 2023 | 7 |
ROTHSCHILD INVESTMENT LLC /IL | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
PURA VIDA INVESTMENTS, LLC | 3 | 1 | 0.98% | 1.85% | 2.90% | Q4 2015 | Q1 2021 | 7 |
Strengthening Families & Communities, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.03% | 0.09% | Q1 2018 | Q2 2021 | 7 |
Kore Private Wealth LLC | 3 | 2 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2022 | 7 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.17% | 0.80% | Q2 2020 | Q3 2023 | 7 |
Gryphon Financial Partners LLC | 3 | 1 | 0.02% | 0.05% | 0.09% | Q4 2017 | Q2 2022 | 7 |
Cypress Capital Management LLC (WY) | 7 | 7 | 0.00% | 0.04% | 0.05% | Q1 2018 | Q3 2019 | 7 |
COUNTRY TRUST BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 7 |
Mayflower Financial Advisors, LLC | 6 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2022 | 7 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 7 | 7 | 0.07% | 0.13% | 0.24% | Q2 2021 | Q4 2022 | 7 |
PRIO WEALTH LIMITED PARTNERSHIP | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q2 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.16% | 0.56% | 1.12% | Q2 2013 | Q4 2014 | 7 |
RUDMAN ERROL M | 6 | 1 | 0.49% | 1.52% | 2.34% | Q2 2016 | Q3 2018 | 7 |
KMG FIDUCIARY PARTNERS, LLC | 7 | 7 | 0.06% | 0.15% | 0.26% | Q4 2018 | Q2 2020 | 7 |
Asio Capital, LLC | 7 | 7 | 0.90% | 0.98% | 1.05% | Q2 2020 | Q4 2021 | 7 |
FormulaFolio Investments, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 7 |
CLEAR INVESTMENT RESEARCH, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q1 2022 | 7 |
Greytown Advisors Inc. | 7 | 7 | 0.80% | 1.57% | 2.32% | Q1 2022 | Q3 2023 | 7 |
Geneva Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q2 2017 | 7 |
Merit Financial Group, LLC | 7 | 7 | 0.02% | 0.14% | 0.24% | Q1 2022 | Q3 2023 | 7 |
BOULDER HILL CAPITAL MANAGEMENT LP | 4 | 3 | 2.76% | 7.02% | 13.63% | Q4 2021 | Q3 2023 | 7 |
FIRST NATIONAL TRUST CO | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2018 | 7 |
Bradley & Co. Private Wealth Management, LLC | 7 | 7 | 0.03% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
PACIFIC FINANCIAL GROUP INC | 7 | 7 | 0.01% | 1.07% | 2.82% | Q2 2014 | Q4 2015 | 7 |
Greystone Financial Group, LLC | 7 | 7 | 0.31% | 0.53% | 0.68% | Q4 2020 | Q2 2022 | 7 |
Braver Wealth Management, LLC | 5 | 1 | 0.11% | 2.00% | 3.77% | Q3 2013 | Q3 2015 | 7 |
PRUDENTIAL PLC | 3 | 2 | 0.00% | 0.04% | 0.17% | Q2 2020 | Q3 2023 | 7 |
Chicago Partners Investment Group LLC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 7 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 7 | 7 | 1.43% | 1.59% | 1.85% | Q2 2020 | Q4 2021 | 7 |
Sage Capital Advisors,llc | 7 | 7 | 0.60% | 0.67% | 0.71% | Q3 2017 | Q1 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Semper Trust Co. | 4 | 3 | 0.26% | 0.32% | 0.46% | Q3 2013 | Q2 2015 | 7 |
Exchange Capital Management, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 7 |
SFE Investment Counsel | 7 | 7 | 0.10% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2014 | Q4 2015 | 7 |
NEW YORK STATE COMMON RETIREMENT FUND | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
MEEDER ASSET MANAGEMENT INC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2021 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.12% | 0.78% | Q4 2017 | Q2 2019 | 7 |
Oak Grove Capital LLC | 7 | 7 | 0.13% | 0.42% | 1.44% | Q4 2017 | Q2 2019 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
Hexagon Capital Partners LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
NorthRock Partners, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q1 2022 | 6 |
SG3 Management, LLC | 1 | 1 | 0.05% | 0.83% | 4.43% | Q4 2016 | Q2 2022 | 6 |
Teamwork Financial Advisors, LLC | 5 | 1 | 0.04% | 0.12% | 0.38% | Q2 2020 | Q3 2023 | 6 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 6 | 6 | 1.97% | 2.21% | 2.38% | Q2 2022 | Q3 2023 | 6 |
Clear Perspectives Financial Planning, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Diversified, LLC | 4 | 1 | 0.06% | 1.32% | 7.38% | Q4 2020 | Q3 2023 | 6 |
Lokken Investment Group LLC | 5 | 1 | 1.50% | 1.73% | 1.85% | Q1 2012 | Q4 2021 | 6 |
MCF Advisors LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2011 | Q3 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Pictet North America Advisors SA | 6 | 6 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q1 2020 | 6 |
Venturi Wealth Management, LLC | 3 | 3 | 0.01% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 6 |
BANK PICTET & CIE (ASIA) LTD | 6 | 6 | 0.45% | 0.63% | 0.92% | Q4 2015 | Q1 2017 | 6 |
E&G Advisors, LP | 6 | 6 | 0.28% | 0.33% | 0.40% | Q3 2014 | Q4 2015 | 6 |
PECAUT & CO. | 5 | 1 | 0.02% | 0.03% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2022 | 6 |
Well Done, LLC | 4 | 1 | 0.02% | 0.24% | 0.78% | Q4 2015 | Q2 2020 | 6 |
1492 Capital Management LLC | 4 | 2 | 0.79% | 1.00% | 1.25% | Q1 2020 | Q3 2021 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.11% | 0.29% | 0.52% | Q2 2013 | Q3 2014 | 6 |
Advisory Alpha, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2019 | Q4 2021 | 6 |
LVW Advisors, LLC | 4 | 1 | 0.05% | 0.06% | 0.07% | Q3 2018 | Q2 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
COLUMBIA CAPITAL LLC | 6 | 6 | 0.21% | 0.77% | 1.64% | Q3 2013 | Q4 2014 | 6 |
Risk Paradigm Group, LLC | 6 | 6 | 0.26% | 0.39% | 0.56% | Q4 2016 | Q1 2018 | 6 |
FDx Advisors, Inc. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 6 |
Corsicana & Co. | 6 | 6 | 0.16% | 0.18% | 0.20% | Q2 2021 | Q3 2022 | 6 |
Crewe Advisors LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 6 |
NorthCrest Asset Manangement, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 6 |
WJ Wealth Management, LLC | 3 | 1 | 0.11% | 0.14% | 0.17% | Q2 2020 | Q3 2023 | 6 |
Pine Haven Investment Counsel, Inc | 4 | 2 | 0.21% | 0.22% | 0.24% | Q4 2021 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Corient Capital Partners, LLC | 4 | 2 | 0.01% | 0.04% | 0.06% | Q3 2016 | Q1 2022 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.01% | 0.04% | 0.06% | Q2 2015 | Q3 2016 | 6 |
TLP GROUP LLC | 6 | 6 | 0.36% | 11.52% | 34.88% | Q4 2017 | Q1 2019 | 6 |
HOEY INVESTMENTS, INC | 6 | 6 | 0.01% | 0.69% | 1.03% | Q2 2022 | Q3 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 6 | 6 | 0.02% | 0.17% | 0.25% | Q2 2022 | Q3 2023 | 6 |
WASHINGTON CAPITAL MANAGEMENT, INC | 6 | 6 | 2.63% | 2.74% | 2.87% | Q4 2017 | Q1 2019 | 6 |
Pettinga Financial Advisors LLC | 4 | 1 | 0.06% | 0.15% | 0.24% | Q1 2020 | Q3 2022 | 6 |
High Net Worth Advisory Group LLC | 6 | 6 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2023 | 6 |
Sterling Investment Counsel, LLC | 4 | 2 | 0.12% | 0.14% | 0.19% | Q4 2021 | Q3 2023 | 6 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.36% | 1.28% | 3.29% | Q3 2013 | Q2 2021 | 6 |
55I, LLC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.01% | 0.17% | 0.97% | Q1 2022 | Q2 2023 | 6 |
Transamerica Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.15% | 0.58% | Q1 2015 | Q2 2020 | 6 |
Resource Management, LLC | 4 | 1 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q4 2021 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WESPAC Advisors, LLC | 4 | 1 | 0.52% | 0.86% | 1.27% | Q2 2013 | Q1 2019 | 6 |
Bronte Capital Management Pty Ltd. | 6 | 6 | 3.49% | 3.99% | 4.53% | Q2 2022 | Q3 2023 | 6 |
COWEN INC. | 2 | 1 | 0.02% | 0.06% | 0.20% | Q3 2014 | Q4 2018 | 6 |
OXFORD ASSET MANAGEMENT LLP | 5 | 1 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q2 2019 | 6 |
CQS Cayman LP | 3 | 1 | 0.02% | 0.12% | 0.27% | Q3 2014 | Q3 2016 | 6 |
First Heartland Consultants, Inc. | 5 | 1 | 0.01% | 0.20% | 0.25% | Q4 2016 | Q4 2021 | 6 |
Redmile Group, LLC | 3 | 1 | 0.03% | 0.09% | 0.25% | Q2 2013 | Q4 2016 | 6 |
OLD NATIONAL BANCORP /IN/ | 6 | 6 | 0.02% | 0.83% | 1.32% | Q1 2015 | Q2 2016 | 6 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 3 | 1 | 0.08% | 0.30% | 0.44% | Q4 2015 | Q2 2020 | 6 |
Clear Creek Financial Management, LLC | 3 | 1 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q4 2021 | 6 |
Stumpf Capital Management LLC | 5 | 1 | 0.02% | 0.03% | 0.06% | Q4 2017 | Q3 2020 | 6 |
Black Swift Group, LLC | 3 | 1 | 0.21% | 1.75% | 4.70% | Q2 2017 | Q2 2019 | 6 |
Cypress Capital Group | 4 | 1 | 0.05% | 0.09% | 0.12% | Q2 2015 | Q4 2018 | 6 |
MCDONALD PARTNERS LLC | 4 | 2 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q2 2022 | 6 |
FEDERATED HERMES, INC. | 6 | 6 | 0.04% | 0.08% | 0.10% | Q2 2016 | Q3 2017 | 6 |
Weil Company, Inc. | 6 | 6 | 0.38% | 0.46% | 0.50% | Q4 2018 | Q1 2020 | 6 |
GLG Partners LP | 3 | 1 | 0.01% | 0.20% | 0.67% | Q3 2014 | Q3 2016 | 6 |
QUANTUM CAPITAL MANAGEMENT | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2020 | 6 |
Destination Wealth Management | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q2 2023 | 6 |
UBS ASSET MANAGEMENT AMERICAS INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 6 |
Berman Capital Advisors, LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q2 2021 | 6 |
QCM Cayman, Ltd. | 2 | 1 | 0.08% | 0.29% | 0.64% | Q1 2014 | Q3 2020 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2019 | 6 |
SPINNAKER TRUST | 6 | 6 | 0.15% | 0.55% | 0.76% | Q2 2015 | Q3 2016 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Van Leeuwen & Company, LLC | 3 | 1 | 0.13% | 0.16% | 0.26% | Q4 2018 | Q1 2023 | 6 |
Itau Unibanco Holding S.A. | 4 | 1 | 0.00% | 0.88% | 2.13% | Q1 2017 | Q3 2023 | 6 |
HALL CAPITAL MANAGEMENT CO INC | 4 | 2 | 0.13% | 0.20% | 0.24% | Q3 2020 | Q1 2022 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2019 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.02% | 0.33% | 0.82% | Q2 2017 | Q3 2017 | 6 |
StoneX Group Inc. | 4 | 1 | 0.04% | 0.08% | 0.18% | Q3 2018 | Q4 2021 | 6 |
VALUE PARTNERS LTD /ADV | 4 | 2 | 0.40% | 2.12% | 3.65% | Q1 2014 | Q2 2016 | 6 |
GREAT LAKES ADVISORS, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q2 2017 | 6 |
Hamilton Wealth, LLC | 3 | 1 | 0.17% | 1.52% | 2.34% | Q4 2018 | Q3 2021 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q1 2019 | Q2 2020 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.05% | 0.08% | 0.16% | Q2 2021 | Q3 2022 | 6 |
Johns Hopkins University | 6 | 6 | 0.46% | 1.24% | 3.65% | Q2 2022 | Q3 2023 | 6 |
Charter Oak Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
AlphaStar Capital Management, LLC | 6 | 6 | 0.06% | 0.11% | 0.15% | Q3 2020 | Q4 2021 | 6 |
Maven Securities LTD | 2 | 1 | 0.04% | 0.15% | 0.38% | Q1 2020 | Q2 2022 | 6 |
Phoenix Holdings Ltd. | 5 | 5 | 0.01% | 0.11% | 0.49% | Q4 2020 | Q4 2021 | 5 |
Stanford Investment Group, Inc. | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q1 2016 | 5 |
ARS Investment Partners, LLC | 4 | 1 | 0.03% | 0.06% | 0.10% | Q2 2018 | Q1 2020 | 5 |
FIRST HAWAIIAN BANK | 3 | 2 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q4 2022 | 5 |
Seelaus Asset Management LLC | 5 | 5 | 0.15% | 0.20% | 0.22% | Q4 2020 | Q4 2021 | 5 |
HONEYWELL INTERNATIONAL INC | 2 | 1 | 0.40% | 0.46% | 0.56% | Q2 2014 | Q4 2016 | 5 |
Leelyn Smith, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 5 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 5 | 5 | 2.14% | 3.24% | 6.06% | Q4 2021 | Q4 2022 | 5 |
Rathbones Group PLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2015 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Stratford Consulting, LLC | 2 | 1 | 0.04% | 0.08% | 0.11% | Q1 2015 | Q1 2020 | 5 |
Dakota Wealth Management | 4 | 1 | 0.07% | 0.18% | 0.35% | Q2 2018 | Q3 2023 | 5 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.46% | 1.52% | Q2 2017 | Q4 2021 | 5 |
Octavia Wealth Advisors, LLC | 5 | 5 | 0.06% | 1.07% | 2.14% | Q4 2020 | Q4 2021 | 5 |
Banco de Sabadell, S.A | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2019 | 5 |
RFG Advisory, LLC | 4 | 1 | 0.01% | 0.21% | 0.98% | Q1 2015 | Q3 2022 | 5 |
TIAA, FSB | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Howard Capital Management Inc. | 5 | 5 | 0.03% | 0.10% | 0.38% | Q4 2017 | Q4 2018 | 5 |
Private Portfolio Partners LLC | 5 | 5 | 0.09% | 0.14% | 0.19% | Q4 2018 | Q4 2019 | 5 |
FIRST NATIONAL CORP /MA/ /ADV | 3 | 2 | 0.04% | 0.20% | 0.47% | Q4 2018 | Q3 2023 | 5 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2020 | 5 |
J Arnold Wealth Management Co | 3 | 1 | 0.02% | 0.03% | 0.05% | Q2 2020 | Q4 2022 | 5 |
SSI INVESTMENT MANAGEMENT LLC | 3 | 2 | 0.17% | 0.19% | 0.21% | Q2 2016 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.76% | 0.87% | 1.04% | Q4 2020 | Q4 2021 | 5 |
Regent Investment Management LLC | 4 | 1 | 0.20% | 0.28% | 0.35% | Q1 2014 | Q2 2015 | 5 |
Graham Capital Management, L.P. | 2 | 1 | 0.04% | 0.27% | 0.49% | Q1 2018 | Q2 2021 | 5 |
Derbend Asset Management | 4 | 1 | 0.27% | 0.32% | 0.49% | Q2 2021 | Q3 2023 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.11% | 0.15% | 0.17% | Q2 2020 | Q3 2021 | 5 |
Pflug Koory, LLC | 5 | 5 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2023 | 5 |
Eagle Bay Advisors LLC | 3 | 2 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q4 2022 | 5 |
Bayesian Capital Management, LP | 2 | 1 | 0.07% | 0.13% | 0.20% | Q4 2019 | Q3 2022 | 5 |
Stearns Financial Services Group | 5 | 5 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q3 2020 | 5 |
F3Logic, LLC | 5 | 5 | 0.02% | 0.08% | 0.10% | Q3 2020 | Q3 2021 | 5 |
Piscataqua Savings Bank | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Tatro Capital, LLC | 5 | 5 | 0.45% | 0.95% | 1.41% | Q2 2020 | Q2 2021 | 5 |
Fulcrum Equity Management | 2 | 1 | 0.01% | 0.57% | 2.14% | Q3 2019 | Q3 2021 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 5 |
DCF Advisers, LLC | 2 | 1 | 0.21% | 0.78% | 2.29% | Q3 2020 | Q2 2022 | 5 |
Jackson Hole Capital Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Hackensack Meridian Health, Inc. | 5 | 5 | 2.98% | 3.64% | 4.26% | Q1 2022 | Q1 2023 | 5 |
FIRST MIDWEST BANK TRUST DIVISION | 4 | 1 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q4 2021 | 5 |
ARGENTIERE CAPITAL AG | 2 | 1 | 0.14% | 0.54% | 1.06% | Q3 2016 | Q2 2017 | 5 |
Cornell Pochily Investment Advisors, Inc. | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q4 2021 | 5 |
SAX WEALTH ADVISORS, LLC | 5 | 5 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q4 2021 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q4 2020 | 5 |
Surevest, LLC | 5 | 5 | 0.12% | 0.48% | 1.02% | Q4 2018 | Q4 2019 | 5 |
Sawyer & Company, Inc | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 5 |
Roble, Belko & Company, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Filbrandt Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2021 | 5 |
Nelson Capital Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2019 | 5 |
Cavalier Investments, LLC | 3 | 2 | 0.43% | 1.14% | 2.33% | Q1 2019 | Q2 2020 | 5 |
Friedenthal Financial | 3 | 1 | 0.16% | 4.83% | 6.58% | Q4 2013 | Q3 2020 | 5 |
Lake Point Wealth Management | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2022 | 5 |
Bay Harbor Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2020 | 5 |
MIZUHO SECURITIES USA LLC | 5 | 5 | 0.09% | 0.33% | 0.45% | Q2 2020 | Q2 2021 | 5 |
Nuveen Asset Management, LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q3 2016 | Q2 2018 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
WEXFORD CAPITAL LP | 3 | 1 | 0.22% | 1.37% | 3.06% | Q4 2014 | Q3 2018 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 5 | 5 | 0.15% | 0.24% | 0.40% | Q1 2020 | Q1 2021 | 5 |
Allred Capital Management, LLC | 4 | 1 | 0.03% | 0.12% | 0.14% | Q4 2019 | Q1 2021 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.92% | 1.11% | 1.30% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.35% | 0.41% | 0.45% | Q3 2022 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 5 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.16% | 1.26% | 3.99% | Q2 2015 | Q3 2023 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.01% | 0.08% | 0.20% | Q3 2015 | Q3 2016 | 5 |
Fusion Investment Group, LLC | 3 | 2 | 0.00% | 0.22% | 0.42% | Q4 2013 | Q3 2015 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q1 2016 | 5 |
TCWP LLC | 3 | 2 | 0.04% | 0.21% | 0.54% | Q4 2021 | Q3 2023 | 5 |
Western Pacific Wealth Management, LP | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 5 |
GOFEN & GLOSSBERG LLC /IL/ | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2022 | 5 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2021 | 5 |
JMAC ENTERPRISES LLC | 5 | 5 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q1 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.02% | 0.03% | 0.07% | Q4 2016 | Q4 2017 | 5 |
Beck Bode, LLC | 5 | 5 | 0.41% | 0.44% | 0.47% | Q3 2022 | Q3 2023 | 5 |
HL FINANCIAL SERVICES LLC | 3 | 1 | 0.01% | 0.03% | 0.11% | Q4 2013 | Q3 2016 | 5 |
WNY Asset Management, LLC | 5 | 5 | 0.07% | 0.09% | 0.13% | Q1 2021 | Q1 2022 | 5 |
Visionary Asset Management, Inc. | 4 | 1 | 0.01% | 0.31% | 0.73% | Q4 2014 | Q1 2016 | 5 |
S. R. Schill & Associates | 5 | 5 | 0.13% | 0.93% | 1.68% | Q3 2016 | Q3 2017 | 5 |
HBW ADVISORY SERVICES LLC | 3 | 1 | 0.05% | 0.21% | 0.76% | Q4 2019 | Q2 2023 | 5 |
MidWestOne Financial Group, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q4 2021 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2018 | 5 |
PVG Asset Management | 4 | 1 | 0.26% | 0.29% | 0.35% | Q3 2015 | Q4 2016 | 5 |
Orbimed Advisors | 2 | 1 | 0.14% | 0.31% | 0.45% | Q1 2014 | Q3 2019 | 5 |
Segantii Capital Management Ltd | 2 | 1 | 0.02% | 1.77% | 8.48% | Q3 2018 | Q1 2022 | 5 |
Kercheville Advisors, LLC | 5 | 5 | 0.18% | 0.24% | 0.29% | Q4 2020 | Q4 2021 | 5 |
COZAD ASSET MANAGEMENT INC | 5 | 5 | 0.20% | 0.23% | 0.26% | Q2 2018 | Q2 2019 | 5 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.06% | 0.12% | Q3 2021 | Q4 2022 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.09% | 0.10% | 0.12% | Q3 2015 | Q3 2016 | 5 |
Arlington Capital Management, Inc. | 5 | 5 | 0.25% | 8.40% | 15.05% | Q4 2014 | Q4 2015 | 5 |
Ulrich Consultants & Investment Group, LLC | 5 | 5 | 0.15% | 0.42% | 0.62% | Q2 2022 | Q2 2023 | 5 |
Stockman Wealth Management, Inc. | 5 | 5 | 0.11% | 0.20% | 0.22% | Q3 2016 | Q3 2017 | 5 |
Litman Gregory Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
Kavar Capital Partners, LLC | 3 | 2 | 0.01% | 0.06% | 0.08% | Q4 2013 | Q4 2015 | 5 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 4 | 1 | 0.04% | 0.09% | 0.14% | Q3 2014 | Q3 2023 | 5 |
20/20 Capital Management, Inc. | 4 | 4 | 0.18% | 0.37% | 0.44% | Q3 2020 | Q2 2021 | 4 |
Bell Bank | 4 | 4 | 1.36% | 1.51% | 1.62% | Q1 2021 | Q4 2021 | 4 |
MCINTYRE FREEDMAN & FLYNN INVESTMENT ADVISERS INC | 4 | 4 | 1.49% | 1.61% | 1.78% | Q4 2022 | Q3 2023 | 4 |
PARSONS CAPITAL MANAGEMENT INC/RI | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q2 2020 | 4 |
Pekin Hardy Strauss, Inc. | 4 | 4 | 0.08% | 0.11% | 0.12% | Q4 2020 | Q3 2021 | 4 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q4 2015 | 4 |
ELLIOTT MANAGEMENT CORP | 3 | 1 | 0.24% | 0.46% | 0.92% | Q2 2017 | Q4 2019 | 4 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q4 2021 | 4 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2016 | Q3 2017 | 4 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 3 | 1 | 0.04% | 0.05% | 0.06% | Q2 2015 | Q3 2016 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q1 2023 | 4 |
BAR HARBOR TRUST SERVICES | 3 | 1 | 0.09% | 0.16% | 0.19% | Q4 2019 | Q4 2020 | 4 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q1 2016 | Q1 2023 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 1 | 0.06% | 0.41% | 0.92% | Q2 2017 | Q2 2022 | 4 |
LEUTHOLD GROUP, LLC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q2 2020 | Q1 2021 | 4 |
SONATA CAPITAL GROUP INC | 2 | 1 | 0.09% | 0.15% | 0.23% | Q2 2015 | Q4 2021 | 4 |
Avalon Investment & Advisory | 3 | 1 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q4 2020 | 4 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2021 | Q2 2022 | 4 |
Hilltop Holdings Inc. | 3 | 1 | 0.03% | 0.15% | 0.28% | Q2 2020 | Q3 2021 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.35% | 0.37% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Stadion Money Management, LLC | 1 | 1 | 0.10% | 0.65% | 1.12% | Q3 2013 | Q2 2020 | 4 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.14% | 0.39% | Q2 2013 | Q4 2013 | 4 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 2 | 1 | 0.00% | 0.04% | 0.06% | Q4 2011 | Q4 2020 | 4 |
Quantitative Advantage, LLC | 4 | 4 | 2.76% | 2.99% | 3.19% | Q1 2015 | Q4 2015 | 4 |
Ballentine Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 4 |
Visium Asset Management, LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2015 | 4 |
Lee Financial Co | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 4 |
Manifold Partners, LLC | 3 | 1 | 0.25% | 4.46% | 6.98% | Q4 2013 | Q3 2017 | 4 |
Serengeti Asset Management LP | 4 | 4 | 6.35% | 8.29% | 9.83% | Q4 2014 | Q3 2015 | 4 |
Portfolio Strategies Inc | 3 | 1 | 0.49% | 2.17% | 3.09% | Q2 2014 | Q3 2017 | 4 |
Schonfeld Group Holdings LLC | 3 | 1 | 0.33% | 1.91% | 3.46% | Q1 2014 | Q4 2015 | 4 |
Polar Capital LLP | 4 | 4 | 0.03% | 0.15% | 0.24% | Q3 2013 | Q2 2014 | 4 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.07% | 0.25% | 0.38% | Q2 2013 | Q4 2015 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.06% | 0.22% | Q2 2023 | Q3 2023 | 4 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 4 |
RiverFront Investment Group, LLC | 2 | 2 | 0.35% | 0.88% | 1.13% | Q4 2008 | Q4 2016 | 4 |
DRW Securities, LLC | 4 | 4 | 0.01% | 0.06% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Savant Capital, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 4 |
ArrowMark Colorado Holdings LLC | 2 | 1 | 0.01% | 0.19% | 0.60% | Q3 2013 | Q2 2014 | 4 |
Meristem Family Wealth, LLC | 4 | 4 | 0.03% | 0.06% | 0.11% | Q2 2021 | Q1 2022 | 4 |
Brevan Howard Capital Management LP | 2 | 2 | 0.14% | 16.85% | 65.06% | Q3 2016 | Q1 2023 | 4 |
WEALTHFRONT Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2015 | 4 |
Longer Investments Inc. | 2 | 1 | 1.60% | 2.39% | 2.90% | Q2 2015 | Q3 2018 | 4 |
Lombard Odier Asset Management (Switzerland) SA | 4 | 4 | 0.54% | 1.26% | 1.86% | Q1 2017 | Q4 2017 | 4 |
Jackson Wealth Management, LLC | 4 | 4 | 0.08% | 0.10% | 0.12% | Q4 2014 | Q3 2015 | 4 |
Ascent Wealth Partners, LLC | 3 | 1 | 0.07% | 0.13% | 0.27% | Q1 2014 | Q3 2018 | 4 |
SNS Financial Group, LLC | 1 | 1 | 0.07% | 0.39% | 0.80% | Q2 2014 | Q3 2017 | 4 |
Pomelo Capital LLC | 4 | 4 | 0.00% | 0.03% | 0.06% | Q1 2015 | Q4 2015 | 4 |
Mariner Wealth Advisors-Cincinnati, LLC | 2 | 1 | 0.01% | 0.05% | 0.16% | Q1 2015 | Q3 2018 | 4 |
Glacier Peak Capital LLC | 2 | 1 | 0.13% | 0.79% | 1.76% | Q1 2018 | Q3 2019 | 4 |
BW Gestao de Investimentos Ltda. | 2 | 1 | 0.33% | 1.52% | 3.83% | Q2 2017 | Q2 2019 | 4 |
Alpha Family Trust | 4 | 4 | 3.06% | 3.48% | 4.10% | Q4 2022 | Q3 2023 | 4 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q3 2018 | 4 |
Strategic Advisors LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Tuttle Capital Management, LLC | 2 | 1 | 0.29% | 0.93% | 2.07% | Q2 2015 | Q1 2017 | 4 |
Wildcat Capital Management, LLC | 2 | 1 | 0.21% | 2.87% | 9.58% | Q1 2015 | Q4 2016 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.29% | 0.31% | 0.35% | Q1 2019 | Q4 2019 | 4 |
Fort Point Capital Partners LLC | 4 | 4 | 0.23% | 0.24% | 0.26% | Q4 2016 | Q3 2017 | 4 |
Lehman Financial Resources, Inc. | 4 | 4 | 0.64% | 0.66% | 0.68% | Q4 2017 | Q3 2018 | 4 |
MYDA Advisors LLC | 2 | 1 | 0.27% | 0.89% | 1.86% | Q1 2020 | Q3 2023 | 4 |
INVESTORS TRUST INC | 4 | 4 | 0.69% | 0.77% | 0.95% | Q4 2013 | Q3 2014 | 4 |
Graticule Asia Macro Advisors LLC | 2 | 1 | 1.09% | 1.39% | 1.77% | Q1 2015 | Q4 2022 | 4 |
Bramshill Investments, LLC | 4 | 4 | 0.12% | 0.30% | 0.42% | Q2 2017 | Q1 2018 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2015 | 4 |
Ironwood Financial, llc | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2021 | 4 |
PYRRHO CAPITAL MANAGEMENT, LP | 3 | 1 | 5.83% | 8.63% | 15.73% | Q2 2015 | Q3 2016 | 4 |
KWMG, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 1.05% | 1.19% | 1.26% | Q4 2018 | Q4 2019 | 4 |
Sharkey, Howes & Javer | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Opera Trading Capital | 4 | 4 | 0.02% | 0.11% | 0.21% | Q4 2015 | Q3 2016 | 4 |
CAPITAL INSIGHT PARTNERS, LLC | 4 | 4 | 0.18% | 0.27% | 0.33% | Q4 2022 | Q3 2023 | 4 |
WIMMER ASSOCIATES 1, LLC | 4 | 4 | 0.36% | 0.43% | 0.62% | Q4 2015 | Q3 2016 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2020 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.16% | 0.21% | 0.24% | Q4 2018 | Q3 2019 | 4 |
First Command Bank | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 4 |
Gainplan LLC | 4 | 4 | 0.09% | 0.16% | 0.22% | Q1 2021 | Q4 2021 | 4 |
RITHOLTZ WEALTH MANAGEMENT | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 4 |
Caption Management, LLC | 1 | 1 | 0.09% | 0.36% | 0.76% | Q1 2018 | Q4 2020 | 4 |
BFSG, LLC | 3 | 1 | 0.11% | 0.70% | 1.04% | Q1 2017 | Q4 2021 | 4 |
EverSource Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Geneva Partners, LLC | 4 | 4 | 1.16% | 1.63% | 2.34% | Q2 2020 | Q1 2021 | 4 |
Csenge Advisory Group | 1 | 1 | 0.01% | 0.08% | 0.20% | Q3 2017 | Q4 2022 | 4 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.50% | 0.53% | 0.58% | Q4 2017 | Q3 2018 | 4 |
All Terrain Financial Advisors, LLC | 3 | 1 | 0.04% | 0.06% | 0.06% | Q4 2017 | Q4 2018 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q1 2023 | 4 |
Q3 Asset Management | 2 | 1 | 0.97% | 1.47% | 2.69% | Q4 2019 | Q4 2022 | 4 |
Rice Partnership, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 4 |
Vestmark Advisory Solutions, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q2 2023 | 4 |
Hall Private Wealth Advisors | 4 | 4 | 0.12% | 0.18% | 0.24% | Q2 2021 | Q1 2022 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q3 2018 | Q3 2019 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Susquehanna International Group Ltd. | 2 | 1 | 0.10% | 0.24% | 0.37% | Q2 2021 | Q3 2023 | 4 |
Grandview Asset Management LLC | 2 | 2 | 0.09% | 0.15% | 0.21% | Q1 2021 | Q1 2022 | 4 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Aspire Private Capital, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q4 2021 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Atlas Private Wealth Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 4 |
N.E.W. Advisory Services LLC | 3 | 1 | 0.05% | 0.12% | 0.16% | Q4 2019 | Q4 2020 | 4 |
Paul John Balson | 4 | 4 | 0.12% | 0.15% | 0.21% | Q1 2020 | Q4 2020 | 4 |
Intrua Financial, LLC | 4 | 4 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q2 2021 | 4 |
WFA of San Diego, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
Birchcreek Wealth Management, LLC | 4 | 4 | 0.28% | 0.40% | 0.55% | Q4 2020 | Q3 2021 | 4 |
Kesler, Norman & Wride, LLC | 4 | 4 | 0.05% | 0.20% | 0.37% | Q4 2020 | Q3 2021 | 4 |
Kaizen Financial Strategies | 2 | 2 | 0.23% | 0.34% | 0.50% | Q4 2020 | Q4 2021 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q3 2021 | 4 |
FINANCIAL MANAGEMENT NETWORK INC | 4 | 4 | 0.11% | 0.11% | 0.13% | Q4 2020 | Q3 2021 | 4 |
Cadence Wealth Management LLC | 4 | 4 | 0.42% | 0.49% | 0.60% | Q1 2021 | Q4 2021 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Navis Wealth Advisors, LLC | 4 | 4 | 0.51% | 0.68% | 0.81% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 4 |
VANCE WEALTH, INC. | 3 | 1 | 0.12% | 0.18% | 0.29% | Q4 2021 | Q1 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.40% | 0.42% | 0.47% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
TCP Asset Management, LLC | 4 | 4 | 1.21% | 1.28% | 1.39% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.70% | 0.83% | 1.08% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
DOVER ADVISORS, LLC | 4 | 4 | 0.28% | 0.32% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.46% | 0.50% | 0.55% | Q4 2022 | Q3 2023 | 4 |
Michelson Medical Research Foundation, Inc. | 4 | 4 | 3.58% | 3.90% | 4.40% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Beverly Hills Private Wealth, LLC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.22% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.09% | 0.09% | 0.11% | Q4 2022 | Q3 2023 | 4 |
Aspen Wealth Strategies, LLC | 4 | 4 | 0.20% | 0.21% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.10% | 0.12% | 0.13% | Q2 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.30% | 0.53% | 0.69% | Q4 2022 | Q3 2023 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
FIRST HORIZON CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
BANK OF THE WEST | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q4 2017 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.13% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
First Bancorp, Inc /ME/ | 3 | 1 | 0.20% | 0.21% | 0.23% | Q1 2021 | Q1 2022 | 4 |
HOWE & RUSLING INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2021 | 4 |
GAMCO INVESTORS, INC. ET AL | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
PANAGORA ASSET MANAGEMENT INC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q2 2015 | 4 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q4 2017 | 4 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.21% | 0.51% | 0.75% | Q3 2017 | Q3 2018 | 4 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.36% | 0.74% | Q4 2016 | Q4 2021 | 4 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 1 | 1 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q4 2017 | 4 |
Berkshire Bank | 3 | 3 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q1 2021 | 3 |
CARDIFF PARK ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
NOTTINGHAM ADVISORS, INC. | 3 | 3 | 0.24% | 0.85% | 1.23% | Q2 2020 | Q4 2020 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 3 |
CPWM, LLC | 3 | 3 | 0.06% | 0.08% | 0.08% | Q3 2015 | Q1 2016 | 3 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q1 2023 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 1.03% | 1.22% | 1.47% | Q3 2016 | Q4 2017 | 3 |
PRIMORIS WEALTH ADVISORS, LLC | 3 | 3 | 0.25% | 0.72% | 1.59% | Q4 2021 | Q2 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.76% | 0.84% | 0.92% | Q4 2021 | Q2 2022 | 3 |
Artemis Wealth Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2021 | Q3 2021 | 3 |
Lighthouse Financial Advisors, Inc. | 2 | 1 | 0.02% | 0.14% | 0.22% | Q4 2019 | Q3 2020 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 3 | 3 | 0.24% | 0.29% | 0.36% | Q4 2014 | Q2 2015 | 3 |
ROCKEFELLER FINANCIAL SERVICES INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2017 | 3 |
AMP Capital Investors Ltd | 1 | 1 | 0.04% | 0.08% | 0.14% | Q2 2017 | Q2 2020 | 3 |
FolioMetrix LLC | 3 | 3 | 1.72% | 1.78% | 1.86% | Q4 2014 | Q2 2015 | 3 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 2 | 1 | 3.10% | 5.31% | 7.94% | Q3 2015 | Q2 2016 | 3 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Golden Green, Inc. | 3 | 3 | 0.16% | 0.24% | 0.38% | Q4 2020 | Q2 2021 | 3 |
MKT Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2022 | 3 |
Steward Financial Group LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 3 |
WHITEBOX ADVISORS LLC | 3 | 3 | 0.06% | 0.36% | 0.70% | Q2 2013 | Q4 2013 | 3 |
Hilton Capital Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Connective Capital Management, LLC | 3 | 3 | 3.85% | 6.49% | 9.78% | Q4 2015 | Q2 2016 | 3 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q2 2020 | Q4 2021 | 3 |
Running Point Capital Advisors, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 3 |
Syntal Capital Partners, LLC | 2 | 1 | 0.25% | 5.12% | 14.84% | Q1 2014 | Q3 2019 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Ballew Advisors, Inc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Avalon Trust Co | 3 | 3 | 1.44% | 1.53% | 1.62% | Q1 2023 | Q3 2023 | 3 |
Glovista Investments LLC | 2 | 1 | 0.08% | 0.26% | 0.60% | Q1 2017 | Q1 2021 | 3 |
One Capital Management, LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q1 2022 | 3 |
Outlook Wealth Advisors, LLC | 3 | 3 | 0.16% | 0.78% | 1.12% | Q4 2018 | Q2 2019 | 3 |
Invesco Ltd. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Cedar Mountain Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Haverford Trust Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
NewSquare Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Accurate Wealth Management, LLC | 2 | 1 | 0.01% | 2.82% | 4.36% | Q3 2021 | Q4 2022 | 3 |
Gilman Hill Asset Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 3 |
Bigelow Investment Advisors, LLC | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
FMA ADVISORY INC | 3 | 3 | 0.12% | 0.14% | 0.18% | Q3 2020 | Q1 2021 | 3 |
Capula Management Ltd | 1 | 1 | 0.06% | 0.15% | 0.24% | Q4 2020 | Q4 2020 | 3 |
Latitude Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
LBA Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q1 2017 | 3 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.68% | 0.91% | 1.03% | Q3 2014 | Q1 2020 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Advocacy Wealth Management Services, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2016 | 3 |
Montis Financial, LLC | 2 | 1 | 0.16% | 0.16% | 0.18% | Q1 2022 | Q1 2023 | 3 |
SOUTH GEORGIA CAPITAL, LLC | 3 | 3 | 0.07% | 1.44% | 3.88% | Q1 2015 | Q3 2015 | 3 |
Lauer Wealth, LLC | 3 | 3 | 1.60% | 1.71% | 1.91% | Q1 2023 | Q3 2023 | 3 |
TIEMANN INVESTMENT ADVISORS, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
LMR Partners LLP | 1 | 1 | 0.05% | 0.16% | 0.28% | Q2 2019 | Q2 2022 | 3 |
Douglass Winthrop Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2015 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 1.40% | 1.46% | 1.57% | Q4 2020 | Q2 2021 | 3 |
SIGMA INVESTMENT COUNSELORS INC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
PFG Private Wealth Management, LLC | 3 | 3 | 0.26% | 0.29% | 0.31% | Q2 2020 | Q4 2020 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.02% | 0.05% | 0.09% | Q1 2019 | Q4 2019 | 3 |
Fore Research & Management, LP | 1 | 1 | 0.94% | 1.53% | 2.08% | Q1 2014 | Q1 2017 | 3 |
CMT TRADING LLC | 3 | 3 | 0.36% | 0.57% | 0.77% | Q4 2016 | Q2 2017 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 3 |
Arbor Investment Advisors, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2014 | Q2 2015 | 3 |
Continuum Advisory, LLC | 3 | 3 | 0.23% | 0.28% | 0.31% | Q1 2023 | Q3 2023 | 3 |
Aquilo Capital Management, LLC | 2 | 1 | 15.74% | 26.12% | 37.87% | Q1 2019 | Q4 2020 | 3 |
Strategic Wealth Partners, Ltd. | 3 | 3 | 0.99% | 1.14% | 1.24% | Q3 2022 | Q1 2023 | 3 |
Belmont Global Advisors, Inc. | 2 | 1 | 0.44% | 0.68% | 0.98% | Q4 2013 | Q4 2014 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q3 2019 | 3 |
PVG ASSET MANAGEMENT CORP | 2 | 1 | 0.28% | 0.50% | 0.72% | Q3 2016 | Q1 2018 | 3 |
F&C Asset Management plc | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Allen Investment Management, LLC | 3 | 3 | 0.11% | 0.13% | 0.17% | Q4 2015 | Q2 2016 | 3 |
Amia Capital LLP | 3 | 3 | 0.56% | 1.07% | 1.56% | Q4 2019 | Q2 2020 | 3 |
Amici Capital, LLC | 2 | 1 | 0.68% | 0.81% | 0.93% | Q4 2013 | Q1 2016 | 3 |
Independent Portfolio Consultants, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q2 2017 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q2 2020 | 3 |
IMS Capital Management | 2 | 1 | 0.12% | 0.15% | 0.18% | Q3 2021 | Q3 2023 | 3 |
KNOTT DAVID M | 3 | 3 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q1 2021 | 3 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 3 | 3 | 0.03% | 0.05% | 0.06% | Q4 2016 | Q2 2017 | 3 |
PALISADE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2016 | 3 |
Phocas Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q4 2022 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2017 | 3 |
Secrest Blakey & Associates, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Weiss Asset Management LP | 2 | 1 | 0.14% | 0.31% | 0.65% | Q1 2016 | Q2 2022 | 3 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q4 2017 | 3 |
James Hambro & Partners | 3 | 3 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2021 | 3 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2017 | 3 |
STOCK YARDS BANK & TRUST CO | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.08% | 0.22% | Q1 2016 | Q3 2018 | 3 |
BARINGS LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q3 2016 | Q1 2017 | 3 |
FIFTH THIRD SECURITIES, INC. | 3 | 3 | 0.05% | 0.25% | 0.64% | Q3 2021 | Q1 2022 | 3 |
KHP Capital, LLC | 3 | 3 | 0.07% | 0.09% | 0.11% | Q1 2018 | Q3 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Ikarian Capital, LLC | 1 | 1 | 0.55% | 2.23% | 4.88% | Q4 2019 | Q4 2021 | 3 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2016 | 3 |
Matisse Capital | 3 | 3 | 0.49% | 0.52% | 0.54% | Q1 2023 | Q3 2023 | 3 |
G&S Capital LLC | 1 | 1 | 0.00% | 0.71% | 2.13% | Q3 2019 | Q1 2022 | 3 |
Cheyne Capital Management (UK) LLP | 3 | 3 | 0.20% | 1.43% | 3.10% | Q3 2017 | Q1 2018 | 3 |
Signature Wealth Management Group | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
Hudson Bay Capital Management LP | 1 | 1 | 0.03% | 0.06% | 0.07% | Q4 2015 | Q2 2018 | 3 |
Miller Investment Management, LP | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.02% | 0.05% | Q2 2018 | Q4 2019 | 3 |
GFS Advisors, LLC | 2 | 1 | 0.01% | 0.03% | 0.05% | Q1 2016 | Q4 2021 | 3 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 3 | 3 | 0.48% | 0.53% | 0.58% | Q2 2018 | Q4 2018 | 3 |
PFM Health Sciences, LP | 1 | 1 | 0.65% | 1.12% | 1.88% | Q1 2016 | Q1 2021 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.02% | 0.04% | 0.07% | Q1 2016 | Q3 2016 | 3 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.77% | 0.80% | 0.82% | Q1 2018 | Q3 2018 | 3 |
1776 Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
BURNEY CO/ | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q2 2015 | 3 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.54% | 1.52% | Q4 2015 | Q3 2016 | 3 |
Stewardship Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
CITY NATIONAL BANK | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.04% | 0.67% | 1.74% | Q1 2016 | Q2 2019 | 3 |
Hutchin Hill Capital, LP | 1 | 1 | 0.01% | 0.11% | 0.28% | Q3 2014 | Q4 2016 | 3 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 3 | 3 | 0.44% | 0.68% | 0.92% | Q3 2014 | Q1 2015 | 3 |
TIEDEMANN ADVISORS, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q3 2019 | 3 |
Halpern Financial, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.18% | 0.24% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 1 | 0.04% | 0.10% | 0.22% | Q4 2013 | Q1 2015 | 3 |
CIC Wealth, LLC | 3 | 3 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Red Door Wealth Management, LLC | 3 | 3 | 0.07% | 0.09% | 0.09% | Q2 2021 | Q4 2021 | 3 |
Tranquility Partners, LLC | 1 | 1 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q2 2023 | 3 |
Quad-Cities Investment Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Artal Group S.A. | 1 | 1 | 0.64% | 1.42% | 2.57% | Q1 2014 | Q2 2018 | 3 |
Donoghue Forlines LLC | 3 | 3 | 1.18% | 2.82% | 3.66% | Q2 2020 | Q4 2020 | 3 |
Kaydan Wealth Management, Inc. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q4 2021 | Q2 2022 | 3 |
Engrave Wealth Partners LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
KEELEY ASSET MANAGEMENT CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
GUYASUTA INVESTMENT ADVISORS INC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2015 | Q4 2015 | 3 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 3 | 0.19% | 0.20% | 0.21% | Q2 2020 | Q4 2020 | 3 |
McIlrath & Eck, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q4 2019 | 3 |
DeDora Capital, Inc. | 2 | 1 | 0.01% | 4.71% | 14.08% | Q4 2019 | Q1 2022 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2018 | 3 |
Inspire Advisors, LLC | 3 | 3 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q2 2021 | 3 |
Bellevue Asset Management AG | 2 | 1 | 0.12% | 0.18% | 0.29% | Q1 2015 | Q4 2015 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2022 | 3 |
Kades & Cheifetz LLC | 3 | 3 | 0.26% | 0.27% | 0.29% | Q4 2022 | Q2 2023 | 3 |
TradeLink Capital LLC | 1 | 1 | 2.63% | 6.80% | 9.82% | Q3 2015 | Q2 2018 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2021 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q4 2015 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
US FINANCIAL ADVISORS, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q4 2015 | 3 |
Atlas Private Wealth Advisors | 2 | 1 | 0.03% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Homrich & Berg | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 3 |
TrueWealth Advisors, LLC | 3 | 3 | 0.19% | 0.20% | 0.23% | Q3 2021 | Q1 2022 | 3 |
COASTLAND CAPITAL LLC | 1 | 1 | 0.19% | 0.25% | 0.29% | Q1 2016 | Q1 2016 | 3 |
PRW Wealth Management LLC | 2 | 1 | 0.18% | 0.26% | 0.34% | Q4 2018 | Q2 2021 | 3 |
FORTE ASSET MANAGEMENT LLC | 2 | 1 | 0.13% | 0.19% | 0.25% | Q2 2022 | Q1 2023 | 3 |
SPROTT INC. | 1 | 1 | 0.02% | 0.08% | 0.16% | Q1 2015 | Q4 2016 | 3 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Values First Advisors, Inc. | 1 | 1 | 0.03% | 0.08% | 0.15% | Q4 2019 | Q4 2022 | 3 |
Gruss & Co., LLC | 3 | 3 | 1.13% | 1.36% | 1.77% | Q2 2015 | Q4 2015 | 3 |
Vericrest Private Wealth | 3 | 3 | 2.42% | 2.51% | 2.58% | Q4 2021 | Q2 2022 | 3 |
RWC Asset Management LLP | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
Y-Intercept (Hong Kong) Ltd | 3 | 3 | 0.12% | 0.17% | 0.20% | Q1 2021 | Q3 2021 | 3 |
Spinnaker Investment Group, LLC | 3 | 3 | 0.36% | 1.68% | 2.56% | Q4 2021 | Q2 2022 | 3 |
BIEGEL & WALLER LLC | 3 | 3 | 0.14% | 0.17% | 0.21% | Q4 2016 | Q2 2017 | 3 |
XR Securities LLC | 1 | 1 | 0.14% | 0.72% | 1.89% | Q4 2017 | Q1 2020 | 3 |
MOGY JOEL R INVESTMENT COUNSEL INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.09% | 0.23% | Q4 2016 | Q4 2016 | 3 |
ICICI Prudential Asset Management Co Ltd | 2 | 1 | 0.11% | 0.14% | 0.16% | Q1 2022 | Q1 2023 | 3 |
BOYS ARNOLD & CO INC | 3 | 3 | 0.05% | 0.06% | 0.07% | Q2 2015 | Q4 2015 | 3 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.42% | 0.43% | 0.44% | Q1 2021 | Q3 2021 | 3 |
Smart Money Group LLC | 3 | 3 | 0.84% | 1.33% | 1.65% | Q3 2021 | Q1 2022 | 3 |
Casdin Capital, LLC | 1 | 1 | 0.99% | 1.32% | 1.78% | Q3 2016 | Q4 2018 | 3 |
FOSTER & MOTLEY INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 2 |
Fulcrum Capital LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Affiance Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Trek Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q4 2022 | 2 |
Fluent Financial, LLC | 2 | 2 | 0.77% | 0.81% | 0.84% | Q4 2017 | Q1 2018 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
Icon Wealth Partners, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2022 | 2 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q2 2020 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.08% | 0.12% | 0.17% | Q4 2017 | Q3 2018 | 2 |
PETERSON WEALTH MANAGEMENT | 2 | 2 | 0.37% | 0.37% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 2 |
Abbrea Capital, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Fiduciary Planning LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
True Capital Management | 2 | 2 | 0.75% | 0.82% | 0.90% | Q4 2022 | Q1 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q4 2019 | 2 |
HawsGoodwin Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Provident Wealth Management, LLC | 2 | 2 | 1.86% | 2.01% | 2.16% | Q3 2020 | Q4 2020 | 2 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q2 2017 | 2 |
Legacy Bridge, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Secure Asset Management, LLC | 1 | 1 | 0.10% | 0.17% | 0.23% | Q1 2021 | Q3 2023 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.12% | 0.22% | Q2 2018 | Q3 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Platte River Wealth Advisors, LLC | 2 | 2 | 1.02% | 2.09% | 3.16% | Q2 2020 | Q3 2020 | 2 |
Morris Capital Advisors, LLC | 1 | 1 | 0.21% | 0.26% | 0.30% | Q4 2017 | Q4 2019 | 2 |
Bristlecone Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q1 2023 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.25% | 0.26% | 0.28% | Q3 2022 | Q4 2022 | 2 |
Bach Option Ltd | 2 | 2 | 0.09% | 0.22% | 0.34% | Q2 2019 | Q3 2019 | 2 |
Folger Hill Asset Management LP | 2 | 2 | 0.05% | 0.07% | 0.10% | Q1 2017 | Q2 2017 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2018 | Q1 2019 | 2 |
FSA Wealth Management LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Turim 21 Investimentos Ltda. | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Tredje AP-fonden | 1 | 1 | 0.06% | 0.12% | 0.18% | Q3 2015 | Q1 2022 | 2 |
MOSELEY INVESTMENT MANAGEMENT INC | 1 | 1 | 0.11% | 0.18% | 0.24% | Q1 2020 | Q2 2021 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Lavaca Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Westhampton Capital, LLC | 1 | 1 | 0.15% | 0.26% | 0.38% | Q2 2019 | Q4 2020 | 2 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2022 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
IAG Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.02% | 0.07% | 0.13% | Q4 2020 | Q3 2022 | 2 |
CHIRON CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.29% | 0.31% | 0.32% | Q3 2020 | Q4 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
MTM Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Peak Asset Management, LLC | 1 | 1 | 0.09% | 0.12% | 0.16% | Q4 2016 | Q3 2017 | 2 |
Barry Investment Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q2 2022 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q1 2022 | 2 |
Verger Capital Management LLC | 2 | 2 | 0.45% | 0.47% | 0.49% | Q3 2016 | Q4 2016 | 2 |
Wealthgate Family Office, LLC | 2 | 2 | 1.23% | 1.27% | 1.30% | Q3 2021 | Q4 2021 | 2 |
LifePro Asset Management | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
CMG Global Holdings, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q2 2021 | Q3 2021 | 2 |
Fort Sheridan Advisors LLC | 2 | 2 | 0.05% | 0.08% | 0.11% | Q2 2023 | Q3 2023 | 2 |
TCG Advisory Services, LLC | 2 | 2 | 0.16% | 0.23% | 0.29% | Q4 2020 | Q1 2021 | 2 |
BRAVE ASSET MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
SCHOLTZ & COMPANY, LLC | 2 | 2 | 0.44% | 0.49% | 0.54% | Q3 2022 | Q4 2022 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Bienville Capital Management, LLC | 2 | 2 | 0.45% | 0.45% | 0.46% | Q4 2014 | Q1 2015 | 2 |
Bond & Devick Financial Network, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q4 2021 | 2 |
Stanley-Laman Group, Ltd. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q4 2013 | Q1 2014 | 2 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 2 |
COWA, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q1 2021 | 2 |
Hamilton Point Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CoreFirst Bank & Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Atika Capital Management LLC | 1 | 1 | 1.19% | 3.22% | 5.25% | Q1 2014 | Q4 2020 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2020 | Q1 2021 | 2 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.02% | 1.60% | 3.19% | Q4 2020 | Q3 2022 | 2 |
Circle Wealth Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 2 |
Teewinot Capital Advisers, L.L.C. | 1 | 1 | 0.09% | 1.12% | 2.15% | Q4 2013 | Q3 2015 | 2 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.18% | 0.20% | 0.23% | Q1 2017 | Q3 2020 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.01% | 0.13% | 0.25% | Q4 2022 | Q1 2023 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2021 | 2 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.13% | 0.36% | 0.58% | Q4 2017 | Q2 2019 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 2 |
Goldstream Capital Management Ltd | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Thiel Macro LLC | 2 | 2 | 0.20% | 0.70% | 1.20% | Q1 2015 | Q2 2015 | 2 |
SUMIT CAPITAL, LLC | 2 | 2 | 0.68% | 0.73% | 0.79% | Q4 2013 | Q1 2014 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q1 2022 | 2 |
LionEye Capital Management LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2015 | Q3 2015 | 2 |
Aviance Capital Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q3 2021 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.48% | 0.48% | 0.49% | Q4 2020 | Q1 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
DT Investment Partners, LLC | 2 | 2 | 0.11% | 0.14% | 0.18% | Q4 2019 | Q1 2020 | 2 |
Pinkerton Retirement Specialists, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Moneda S.A. Administradora General de Fondos | 2 | 2 | 0.13% | 0.19% | 0.25% | Q2 2020 | Q3 2020 | 2 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 4.59% | 4.77% | 4.95% | Q3 2017 | Q2 2018 | 2 |
Sonora Investment Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SABBY MANAGEMENT, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q2 2020 | Q3 2020 | 2 |
Blue Door Asset Management, LLC | 2 | 2 | 0.82% | 1.17% | 1.52% | Q4 2021 | Q1 2022 | 2 |
HERBST GROUP, LLC | 2 | 2 | 0.27% | 0.31% | 0.36% | Q4 2021 | Q1 2022 | 2 |
Parametrica Management Ltd | 2 | 2 | 3.96% | 5.51% | 7.06% | Q3 2022 | Q4 2022 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.58% | 0.87% | 1.17% | Q3 2015 | Q2 2017 | 2 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 2 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Axiom Investment Management LLC | 1 | 1 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q4 2021 | 2 |
West Coast Financial LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Carnegie Capital Asset Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2015 | Q4 2015 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q4 2020 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2022 | 2 |
Ritter Daniher Financial Advisory LLC / DE | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Accuvest Global Advisors | 2 | 2 | 0.20% | 0.25% | 0.30% | Q4 2022 | Q1 2023 | 2 |
SPHERA FUNDS MANAGEMENT LTD. | 1 | 1 | 6.26% | 8.10% | 9.93% | Q4 2017 | Q4 2019 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q4 2022 | Q1 2023 | 2 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 2 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 2 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q3 2018 | 2 |
VitalStone Financial, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.40% | 0.43% | 0.46% | Q4 2022 | Q1 2023 | 2 |
Sculptor Capital LP | 1 | 1 | 0.18% | 0.22% | 0.26% | Q1 2016 | Q1 2016 | 2 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 2 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q1 2018 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Healthcare Value Capital, LLC | 1 | 1 | 3.15% | 7.82% | 12.50% | Q2 2013 | Q4 2013 | 2 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2018 | 2 |
FIL Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Partner Investment Management, L.P. | 1 | 1 | 0.53% | 0.69% | 0.84% | Q1 2016 | Q4 2016 | 2 |
Meritage Group LP | 2 | 2 | 0.37% | 0.37% | 0.38% | Q2 2018 | Q3 2018 | 2 |
Wallington Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2014 | 2 |
Pentwater Capital Management LP | 2 | 2 | 0.06% | 0.09% | 0.12% | Q3 2022 | Q4 2022 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q4 2013 | Q2 2020 | 2 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 2 | 2 | 0.32% | 0.39% | 0.45% | Q1 2023 | Q2 2023 | 2 |
Montecito Bank & Trust | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q4 2021 | 2 |
MORGENS WATERFALL VINTIADIS & CO INC | 2 | 2 | 0.60% | 0.93% | 1.26% | Q2 2017 | Q3 2017 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.57% | 1.19% | 1.80% | Q4 2014 | Q3 2016 | 2 |
Parametric Risk Advisors LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2018 | 2 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2019 | Q2 2019 | 2 |
Crow Point Partners, LLC | 1 | 1 | 0.03% | 0.04% | 0.06% | Q3 2017 | Q2 2019 | 2 |
CIM, LLC | 1 | 1 | 1.27% | 1.51% | 1.75% | Q2 2016 | Q2 2019 | 2 |
Delek Group, Ltd. | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2018 | 2 |
STRATTON MANAGEMENT CO | 2 | 2 | 0.09% | 0.10% | 0.11% | Q3 2015 | Q4 2015 | 2 |
Passport Capital, LLC | 1 | 1 | 1.14% | 1.80% | 2.44% | Q2 2013 | Q2 2016 | 2 |
Geduld E E | 1 | 1 | 0.36% | 0.39% | 0.43% | Q3 2015 | Q1 2016 | 2 |
GIRARD SECURITIES, INC. | 2 | 2 | 0.71% | 0.83% | 0.95% | Q3 2016 | Q4 2016 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2019 | Q1 2020 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q3 2017 | Q3 2018 | 2 |
HealthCor Management, L.P. | 2 | 2 | 0.24% | 0.44% | 0.64% | Q1 2022 | Q2 2022 | 2 |
Private Wealth Partners, LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q1 2018 | 2 |
CITIZENS & NORTHERN CORP | 1 | 1 | 0.33% | 0.34% | 0.35% | Q4 2018 | Q4 2019 | 2 |
GEMS MANAGEMENT LTD | 2 | 2 | 0.67% | 1.18% | 1.69% | Q2 2013 | Q3 2013 | 2 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 2 |
PacWest Financial Management Inc | 2 | 2 | 0.29% | 0.32% | 0.35% | Q2 2013 | Q3 2013 | 2 |
CIBC BANK USA | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q3 2017 | 2 |
SCOPIA CAPITAL MANAGEMENT LP | 2 | 2 | 0.92% | 1.68% | 2.44% | Q3 2016 | Q4 2016 | 2 |
BBVA USA | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Alkeon Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 2 | 2 | 0.71% | 0.73% | 0.75% | Q4 2017 | Q1 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Perceptive Advisors | 2 | 2 | 2.50% | 3.61% | 4.72% | Q2 2013 | Q3 2013 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
PrairieView Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
BRIDGES INVESTMENT MANAGEMENT INC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2015 | Q1 2016 | 2 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.35% | 0.45% | 0.55% | Q3 2015 | Q3 2019 | 2 |
FIRST COMMUNITY TRUST NA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2022 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 2 |
Banco Santander, S.A. | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2016 | Q1 2023 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
STALEY CAPITAL ADVISERS INC | 2 | 2 | 0.23% | 0.34% | 0.46% | Q1 2015 | Q2 2015 | 2 |
Nationwide Fund Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
ELEMENT POINTE ADVISORS, LLC | 2 | 2 | 0.93% | 0.94% | 0.96% | Q4 2018 | Q1 2019 | 2 |
Grant Street Asset Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q4 2017 | Q1 2018 | 2 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 1.35% | 2.70% | Q2 2020 | Q4 2022 | 2 |
Summit Financial, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
D.B. Root & Company, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q4 2017 | Q1 2018 | 2 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 2 |
Edge Capital Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2018 | Q1 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2021 | 2 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Aries Wealth Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2018 | Q3 2018 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Westwind Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FARALLON CAPITAL MANAGEMENT LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2022 | Q3 2022 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2015 | Q2 2015 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
GABELLI FUNDS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2016 | Q3 2016 | 1 |
Quantum Capital Management, LLC / NJ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Vienna Asset Management LLC | 1 | 1 | 5.49% | 5.49% | 5.49% | Q1 2022 | Q1 2022 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2023 | Q3 2023 | 1 |
Man Group plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ROCKY MOUNTAIN ADVISERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
GUARDIAN CAPITAL ADVISORS LP | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Willow Street Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
KFG WEALTH MANAGEMENT, LLC | 1 | 1 | 9.21% | 9.21% | 9.21% | Q4 2022 | Q4 2022 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.75% | 0.75% | 0.75% | Q1 2022 | Q1 2022 | 1 |
Gateway Advisory, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q4 2013 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 2.06% | 2.06% | 2.06% | Q1 2017 | Q1 2017 | 1 |
CPR Investments Inc. | 1 | 1 | 2.74% | 2.74% | 2.74% | Q4 2022 | Q4 2022 | 1 |
RBF Capital, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Ulysses Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2017 | Q3 2017 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Onyx Bridge Wealth Group LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
SEIZERT CAPITAL PARTNERS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2016 | Q4 2016 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q2 2019 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2020 | Q3 2020 | 1 |
Triton Wealth Management, PLLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2020 | Q2 2020 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 2.17% | 2.17% | 2.17% | Q4 2021 | Q4 2021 | 1 |
HNP Capital LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2020 | Q1 2020 | 1 |
Financial Enhancement Group LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2021 | Q4 2021 | 1 |
James J. Burns & Company, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Anson Funds Management LP | 1 | 1 | 10.59% | 10.59% | 10.59% | Q3 2015 | Q3 2015 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Wellspring Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 1 | 1 | 1.06% | 1.06% | 1.06% | Q2 2016 | Q2 2016 | 1 |
FIRST NIAGARA BANK | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2020 | Q2 2020 | 1 |
Strategic Investment Solutions, Inc. /IL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Arlington Financial Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Parisi Gray Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Wela Strategies, Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
NORTHSTAR INVESTMENT ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TOEWS CORP /ADV | 1 | 1 | 5.05% | 5.05% | 5.05% | Q4 2014 | Q4 2014 | 1 |
MASTERS CAPITAL MANAGEMENT LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q1 2015 | Q1 2015 | 1 |
TFG Advisers LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
IBERIABANK CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
ELLERSON GROUP INC /ADV | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
BOSTON FAMILY OFFICE LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Appaloosa LP | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2017 | Q2 2017 | 1 |
Regal Wealth Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q2 2015 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Shay Capital LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Key Square Capital Management LLC | 1 | 1 | 6.41% | 6.41% | 6.41% | Q2 2021 | Q2 2021 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
ORG Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Strategic Investment Advisors / MI | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2019 | Q1 2019 | 1 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TD Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NEWGATE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2016 | Q2 2016 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Van Cleef Asset Management,Inc | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Lenox Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Canal Capital Management, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2018 | Q4 2018 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Atlas Principals, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2019 | Q4 2019 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Biondo Investment Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2018 | Q4 2018 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Senator Investment Group LP | 1 | 1 | 1.05% | 1.05% | 1.05% | Q2 2017 | Q2 2017 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2020 | Q4 2020 | 1 |
Centric Wealth Management | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2019 | Q4 2019 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Gerry Farber, LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q2 2014 | Q2 2014 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
Holowesko Partners Ltd. | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2015 | Q1 2015 | 1 |
DENVER INVESTMENT ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Irish Life Investment Managers Ltd. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Cooper Financial Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2017 | Q3 2017 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2015 | Q3 2015 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2018 | Q4 2018 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
LOEWS CORP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Potomac Capital Management, Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2014 | Q3 2014 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
KBC Group NV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Beacon Harbor Wealth Advisors, Inc. | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2022 | Q4 2022 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2014 | Q2 2014 | 1 |
Pinnacle Bancorp, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2015 | Q4 2015 | 1 |
Arbor Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
L & S Advisors Inc | 1 | 1 | 3.39% | 3.39% | 3.39% | Q3 2014 | Q3 2014 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIRST FINANCIAL CORP /IN/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Tradeworx Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2013 | Q4 2013 | 1 |
City Financial Investment Co Ltd | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2017 | Q2 2017 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2015 | Q3 2015 | 1 |
West Oak Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Chicago Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
JSF Financial, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2019 | Q1 2019 | 1 |
Fortis Capital Management LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2021 | Q2 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
EXCELSIA, INC. | 1 | 1 | 4.40% | 4.40% | 4.40% | Q4 2014 | Q4 2014 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2020 | Q2 2020 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
Smithwood Advisers, L.P. | 1 | 1 | 2.31% | 2.31% | 2.31% | Q4 2013 | Q4 2013 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2019 | Q3 2019 | 1 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2017 | Q4 2017 | 1 |
Hefty Wealth Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2014 | Q4 2014 | 1 |
Strategic Wealth Partners Group, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q1 2018 | Q1 2018 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Geller Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2019 | Q3 2019 | 1 |
Hound Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
Certified Advisory Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Concentrum Wealth Management | 1 | 1 | 2.63% | 2.63% | 2.63% | Q1 2020 | Q1 2020 | 1 |
AXS Investments LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Northern Right Capital Management, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Ice Pond Lane Advisers, LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q4 2016 | Q4 2016 | 1 |
Financial Services Advisory Inc | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2020 | Q2 2020 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
INSIGHT 2811, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2022 | Q4 2022 | 1 |
Pinz Capital Management, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
CERTUITY, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2022 | Q3 2022 | 1 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 1 | 1 | 6.53% | 6.53% | 6.53% | Q2 2017 | Q2 2017 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Investors Financial Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Guild Investment Management, Inc. | 1 | 1 | 2.46% | 2.46% | 2.46% | Q3 2017 | Q3 2017 | 1 |
JT Stratford LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 1.07% | 1.07% | 1.07% | Q2 2019 | Q2 2019 | 1 |
Per Stirling Capital Management, LLC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Glenview Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Personal Wealth Partners | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Context Capital Management, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2016 | Q2 2016 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Jafra Capital Management LP | 1 | 1 | 1.59% | 1.59% | 1.59% | Q2 2017 | Q2 2017 | 1 |
First American Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2017 | Q3 2017 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2017 | Q4 2017 | 1 |
Kabarec Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
IPL Advisers, LLC | 1 | 1 | 1.69% | 1.69% | 1.69% | Q4 2016 | Q4 2016 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Sivik Global Healthcare LLC | 1 | 1 | 4.43% | 4.43% | 4.43% | Q4 2016 | Q4 2016 | 1 |
Ghost Tree Capital, LLC | 1 | 1 | 4.69% | 4.69% | 4.69% | Q3 2016 | Q3 2016 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Granite Point Capital Management, L.P. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2020 | Q3 2020 | 1 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Golden State Equity Partners | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2021 | Q2 2021 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HARVARD MANAGEMENT CO INC | 1 | 1 | 0.96% | 0.96% | 0.96% | Q1 2016 | Q1 2016 | 1 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2021 | Q2 2021 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 1.31% | 1.31% | 1.31% | Q1 2021 | Q1 2021 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Rikoon Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Aveo Capital Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q4 2017 | 1 |
CLOVIS CAPITAL MANAGEMENT LP | 1 | 1 | 4.53% | 4.53% | 4.53% | Q2 2015 | Q2 2015 | 1 |
HORAN CAPITAL MANAGEMENT | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 2.87% | 2.87% | 2.87% | Q2 2015 | Q2 2015 | 1 |
Eversept Partners, LP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q3 2021 | Q3 2021 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Eclectica Asset Management LLP | 1 | 1 | 14.78% | 14.78% | 14.78% | Q2 2014 | Q2 2014 | 1 |
Merriman Wealth Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2016 | Q2 2016 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Aristotle Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ZWEIG ADVISERS LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q4 2014 | Q4 2014 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2020 | Q2 2020 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Keystone Wealth Services, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 4.51% | 4.51% | 4.51% | Q1 2014 | Q1 2014 | 1 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2022 | Q2 2022 | 1 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Level Financial Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Sequoia Wealth Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q4 2017 | 1 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Eagle Capital Management, LLC | 1 | 1 | 1.86% | 1.86% | 1.86% | Q4 2016 | Q4 2016 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TKG Advisors, LLC | 1 | 1 | 3.20% | 3.20% | 3.20% | Q1 2022 | Q1 2022 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
JW Asset Management, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q3 2017 | Q3 2017 | 1 |
WealthStone, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
St. Johns Investment Management Company, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2013 | Q3 2013 | 1 |
Rinkey Investments | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
TMD Wealth Management, LLC | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2023 | Q3 2023 | 1 |
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC | 1 | 1 | 49.07% | 49.07% | 49.07% | Q1 2016 | Q1 2016 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
MRA Advisory Group | 1 | 1 | 3.54% | 3.54% | 3.54% | Q1 2022 | Q1 2022 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2017 | Q1 2017 | 1 |
Confluence Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2015 | Q4 2015 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Charles Carroll Financial Partners, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2021 | Q4 2021 | 1 |
Windsor Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Numina Capital Management, LLC | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2015 | Q2 2015 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Mill Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2016 | Q2 2016 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
CADINHA & CO LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2015 | Q3 2015 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Oak Harvest Investment Services | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2020 | Q4 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Wright Fund Management, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2022 | Q4 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 2.40% | 2.40% | 2.40% | Q4 2017 | Q4 2017 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
GenTrust, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2013 | Q3 2013 | 1 |
Silverleafe Capital Partners, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2019 | Q1 2019 | 1 |
Sandy Cove Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 10.13% | 10.13% | 10.13% | Q4 2022 | Q4 2022 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q1 2018 | Q1 2018 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2013 | Q3 2013 | 1 |
PIER 88 INVESTMENT PARTNERS LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2021 | Q4 2021 | 1 |
Covenant Asset Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2016 | Q4 2016 | 1 |
MANGROVE PARTNERS IM, LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2023 | Q2 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 13.87% | 13.87% | 13.87% | Q4 2015 | Q4 2015 | 1 |
Willow Creek Wealth Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
TCG Advisors, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2020 | Q2 2020 | 1 |
Euclid Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
CMT Capital Markets Trading GmbH | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Next Level Private LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.