Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.04% | 0.69% | 1.87% | Q1 2012 | Q3 2023 | 138 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.22% | 1.57% | Q2 2013 | Q3 2023 | 126 |
CITIGROUP INC | 42 | 42 | 0.10% | 1.45% | 5.29% | Q2 2013 | Q3 2023 | 126 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.04% | 0.40% | 0.87% | Q2 2013 | Q3 2023 | 126 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.54% | 3.88% | Q1 2013 | Q3 2023 | 123 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 1.85% | 7.28% | Q2 2013 | Q3 2023 | 122 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.78% | 2.48% | Q2 2013 | Q3 2023 | 122 |
BARCLAYS PLC | 42 | 42 | 0.15% | 1.53% | 6.92% | Q2 2013 | Q3 2023 | 118 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.41% | 1.70% | Q2 2013 | Q3 2023 | 116 |
Jefferies Group LLC | 38 | 38 | 0.00% | 2.06% | 19.23% | Q2 2013 | Q3 2022 | 112 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.78% | 5.45% | Q2 2013 | Q3 2023 | 110 |
UBS Group AG | 36 | 36 | 0.03% | 0.50% | 3.03% | Q4 2014 | Q3 2023 | 108 |
Paloma Partners Management Co | 33 | 8 | 0.01% | 0.97% | 4.93% | Q2 2013 | Q3 2023 | 106 |
NOMURA HOLDINGS INC | 44 | 44 | 0.01% | 0.66% | 9.96% | Q4 2012 | Q3 2023 | 102 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.16% | 1.15% | Q2 2013 | Q3 2023 | 101 |
CAPITAL FUND MANAGEMENT S.A. | 42 | 42 | 0.01% | 0.39% | 2.53% | Q2 2013 | Q3 2023 | 99 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.16% | 0.63% | Q2 2013 | Q3 2023 | 97 |
MILLENNIUM MANAGEMENT LLC | 33 | 1 | 0.00% | 0.75% | 4.48% | Q2 2013 | Q3 2023 | 93 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.17% | 1.05% | Q2 2013 | Q3 2023 | 93 |
Citadel Advisors | 37 | 37 | 0.00% | 0.56% | 1.79% | Q3 2014 | Q3 2023 | 93 |
Twin Tree Management, LP | 38 | 4 | 0.00% | 1.03% | 6.29% | Q4 2012 | Q3 2023 | 92 |
Creative Planning | 42 | 42 | 0.00% | 0.03% | 0.21% | Q2 2013 | Q3 2023 | 92 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.35% | 2.27% | Q4 2015 | Q3 2023 | 90 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.17% | 0.89% | Q1 2012 | Q3 2023 | 90 |
HighTower Advisors, LLC | 32 | 9 | 0.00% | 0.13% | 0.78% | Q2 2013 | Q3 2023 | 87 |
TWO SIGMA INVESTMENTS, LP | 26 | 2 | 0.00% | 0.07% | 0.43% | Q4 2013 | Q3 2023 | 86 |
HAP Trading, LLC | 34 | 2 | 0.00% | 0.18% | 2.14% | Q2 2013 | Q3 2023 | 83 |
J. Goldman & Co LP | 42 | 42 | 0.01% | 2.00% | 13.27% | Q2 2013 | Q3 2023 | 83 |
TWO SIGMA SECURITIES, LLC | 32 | 1 | 0.00% | 0.95% | 4.31% | Q4 2014 | Q3 2023 | 81 |
JANE STREET GROUP, LLC | 36 | 2 | 0.00% | 0.33% | 1.49% | Q1 2014 | Q3 2023 | 80 |
M&T BANK CORP | 26 | 15 | 0.00% | 0.75% | 2.52% | Q2 2013 | Q3 2023 | 80 |
Lido Advisors, LLC | 31 | 31 | 0.00% | 0.19% | 1.04% | Q1 2016 | Q3 2023 | 77 |
WOLVERINE ASSET MANAGEMENT LLC | 31 | 1 | 0.00% | 0.86% | 5.63% | Q4 2013 | Q4 2021 | 75 |
BALYASNY ASSET MANAGEMENT L.P. | 19 | 3 | 0.01% | 0.38% | 1.90% | Q2 2013 | Q3 2023 | 74 |
CAPSTONE INVESTMENT ADVISORS, LLC | 30 | 1 | 0.00% | 1.57% | 14.60% | Q2 2013 | Q3 2023 | 73 |
WOLVERINE TRADING, LLC | 6 | 1 | 0.00% | 0.60% | 2.69% | Q2 2016 | Q3 2023 | 73 |
Nantahala Capital Management | 42 | 42 | 0.20% | 10.99% | 27.22% | Q2 2013 | Q3 2023 | 70 |
PRELUDE CAPITAL MANAGEMENT, LLC | 30 | 12 | 0.01% | 1.18% | 6.17% | Q1 2013 | Q3 2023 | 68 |
ALLIANCEBERNSTEIN L.P. | 40 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 67 |
SNS Financial Group, LLC | 43 | 43 | 0.01% | 2.58% | 10.81% | Q1 2013 | Q3 2023 | 65 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.04% | 0.16% | 0.31% | Q1 2009 | Q3 2023 | 64 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.65% | 1.53% | Q2 2013 | Q3 2023 | 63 |
Verition Fund Management LLC | 29 | 2 | 0.00% | 0.18% | 1.01% | Q4 2013 | Q3 2023 | 63 |
CLEAR STREET MARKETS LLC | 18 | 1 | 0.00% | 1.04% | 8.72% | Q1 2014 | Q3 2023 | 61 |
Centiva Capital, LP | 24 | 24 | 0.00% | 2.96% | 24.23% | Q4 2017 | Q3 2023 | 61 |
Veritable, L.P. | 43 | 43 | 0.00% | 1.59% | 2.76% | Q4 2012 | Q2 2023 | 60 |
Polar Asset Management Partners Inc. | 31 | 2 | 0.01% | 4.50% | 25.18% | Q3 2013 | Q2 2023 | 60 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.35% | 1.36% | Q2 2013 | Q3 2023 | 60 |
RMB Capital Management, LLC | 41 | 41 | 0.02% | 0.91% | 5.06% | Q3 2013 | Q3 2023 | 59 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 58 |
Point72 Asset Management, L.P. | 20 | 1 | 0.00% | 0.28% | 1.16% | Q2 2014 | Q3 2023 | 57 |
Rehmann Capital Advisory Group | 42 | 15 | 0.29% | 0.64% | 1.99% | Q1 2009 | Q3 2023 | 57 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.08% | 0.61% | Q2 2013 | Q3 2023 | 55 |
Bank of New York Mellon Corp | 42 | 2 | 0.00% | 0.07% | 0.48% | Q1 2011 | Q3 2023 | 53 |
Goldstein Munger & Associates | 52 | 52 | 4.03% | 6.07% | 8.03% | Q4 2009 | Q3 2022 | 52 |
Arbor Investment Advisors, LLC | 52 | 52 | 1.56% | 3.36% | 5.54% | Q4 2010 | Q3 2023 | 52 |
Jump Trading, LLC | 13 | 1 | 0.03% | 2.13% | 6.82% | Q3 2013 | Q4 2018 | 52 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.00% | 0.15% | 0.57% | Q1 2017 | Q3 2023 | 51 |
Interval Partners, LP | 20 | 3 | 0.16% | 2.54% | 7.96% | Q4 2013 | Q3 2023 | 51 |
CONNING INC. | 42 | 42 | 0.00% | 0.41% | 0.90% | Q2 2013 | Q3 2023 | 51 |
Starboard Value LP | 40 | 40 | 0.01% | 5.55% | 31.45% | Q2 2013 | Q1 2023 | 50 |
SCOGGIN MANAGEMENT LP | 9 | 1 | 0.10% | 5.64% | 19.22% | Q2 2013 | Q3 2023 | 50 |
BlueCrest Capital Management Ltd | 13 | 2 | 0.01% | 1.13% | 7.13% | Q3 2014 | Q3 2023 | 49 |
MOORE CAPITAL MANAGEMENT, LP | 11 | 3 | 0.03% | 1.79% | 9.09% | Q2 2013 | Q3 2023 | 49 |
Tortoise Investment Management, LLC | 44 | 44 | 0.00% | 0.31% | 0.57% | Q4 2012 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.36% | 1.20% | 1.72% | Q4 2010 | Q3 2022 | 48 |
Manchester Capital Management LLC | 42 | 42 | 0.04% | 0.49% | 1.40% | Q2 2013 | Q3 2023 | 48 |
MONETA GROUP INVESTMENT ADVISORS LLC | 45 | 45 | 0.06% | 3.01% | 7.47% | Q3 2012 | Q3 2023 | 48 |
Bach Option Ltd | 17 | 17 | 0.15% | 1.60% | 5.02% | Q4 2015 | Q4 2019 | 47 |
CAXTON ASSOCIATES LP | 15 | 2 | 0.02% | 3.71% | 23.46% | Q2 2013 | Q4 2022 | 47 |
MCF Advisors LLC | 40 | 7 | 0.12% | 1.83% | 4.08% | Q4 2011 | Q3 2023 | 47 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.25% | 0.53% | Q2 2013 | Q3 2023 | 47 |
CREDIT AGRICOLE S A | 23 | 11 | 0.00% | 0.45% | 4.50% | Q3 2013 | Q3 2023 | 47 |
Institute for Wealth Management, LLC. | 19 | 1 | 0.00% | 0.45% | 4.26% | Q2 2013 | Q3 2023 | 47 |
Keel Point, LLC | 35 | 35 | 0.00% | 0.67% | 7.41% | Q1 2015 | Q3 2023 | 47 |
MARSHALL WACE, LLP | 19 | 19 | 0.00% | 0.35% | 2.22% | Q1 2019 | Q3 2023 | 47 |
Luxor Capital Group, LP | 11 | 1 | 0.02% | 4.60% | 33.93% | Q1 2014 | Q3 2023 | 46 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.00% | 0.33% | 0.76% | Q2 2013 | Q3 2023 | 46 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 42 | 42 | 0.00% | 1.61% | 2.84% | Q2 2013 | Q3 2023 | 46 |
Graham Capital Management, L.P. | 9 | 1 | 0.03% | 6.72% | 19.99% | Q2 2014 | Q3 2023 | 46 |
Neuberger Berman Group LLC | 36 | 5 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 46 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.46% | 0.76% | Q2 2013 | Q3 2023 | 46 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 46 |
PRICE T ROWE ASSOCIATES INC /MD/ | 42 | 42 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 45 |
BANK OF NOVA SCOTIA | 20 | 1 | 0.00% | 0.20% | 0.99% | Q1 2014 | Q3 2023 | 45 |
FMR LLC | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 45 |
Horizon Investments, LLC | 27 | 1 | 0.01% | 0.48% | 8.87% | Q3 2013 | Q3 2023 | 45 |
Fort Point Capital Partners LLC | 40 | 40 | 0.01% | 1.37% | 6.46% | Q4 2013 | Q3 2023 | 45 |
Ionic Capital Management LLC | 16 | 7 | 0.00% | 0.97% | 7.97% | Q2 2013 | Q3 2023 | 45 |
Capital Analysts, LLC | 44 | 44 | 0.00% | 0.35% | 1.36% | Q4 2012 | Q3 2023 | 44 |
Citizens Business Bank | 44 | 44 | 0.06% | 1.18% | 2.19% | Q4 2012 | Q3 2023 | 44 |
AE Wealth Management LLC | 28 | 28 | 0.00% | 0.28% | 0.73% | Q4 2016 | Q3 2023 | 44 |
Franklin, Parlapiano, Turner & Welch, LLC | 44 | 44 | 0.88% | 2.46% | 8.35% | Q4 2012 | Q3 2023 | 44 |
New England Private Wealth Advisors LLC | 44 | 44 | 1.02% | 1.30% | 1.99% | Q4 2012 | Q3 2023 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.15% | 0.24% | 0.76% | Q2 2010 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.29% | 0.90% | 1.20% | Q4 2012 | Q3 2023 | 44 |
Cetera Advisor Networks LLC | 43 | 43 | 0.00% | 0.41% | 0.65% | Q1 2013 | Q3 2023 | 44 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.03% | 0.14% | 0.30% | Q4 2012 | Q3 2023 | 44 |
PEAK6 Investments LLC | 14 | 6 | 0.00% | 0.51% | 2.40% | Q3 2018 | Q3 2023 | 44 |
STATE OF WISCONSIN INVESTMENT BOARD | 42 | 42 | 0.02% | 0.32% | 1.05% | Q2 2013 | Q3 2023 | 44 |
BOKF, NA | 32 | 9 | 0.16% | 0.48% | 0.83% | Q2 2013 | Q3 2023 | 44 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.44% | 0.89% | Q4 2013 | Q3 2023 | 44 |
East Coast Asset Management, LLC. | 44 | 44 | 0.11% | 0.26% | 0.58% | Q4 2012 | Q3 2023 | 44 |
BALDWIN BROTHERS LLC/MA | 43 | 43 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2023 | 43 |
Baker Avenue Asset Management, LP | 20 | 8 | 0.00% | 0.75% | 2.37% | Q2 2013 | Q3 2023 | 43 |
BRIGHTON JONES LLC | 42 | 42 | 0.00% | 2.18% | 4.80% | Q2 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.01% | 0.04% | Q1 2013 | Q3 2023 | 43 |
QCM Cayman, Ltd. | 9 | 1 | 0.09% | 1.06% | 2.63% | Q2 2013 | Q3 2021 | 43 |
CARRET ASSET MANAGEMENT, LLC | 43 | 43 | 0.06% | 0.37% | 0.86% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.58% | 1.24% | 1.78% | Q1 2013 | Q3 2023 | 43 |
FRANKLIN RESOURCES INC | 38 | 3 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 43 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.04% | 0.80% | 1.22% | Q2 2013 | Q3 2023 | 43 |
Montecito Bank & Trust | 43 | 43 | 0.37% | 1.42% | 2.41% | Q2 2013 | Q4 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.73% | 0.99% | 1.25% | Q1 2013 | Q3 2023 | 43 |
Harbour Capital Advisors, LLC | 22 | 21 | 0.78% | 1.08% | 1.67% | Q1 2013 | Q4 2023 | 43 |
LYNCH & ASSOCIATES/IN | 43 | 43 | 0.12% | 0.32% | 1.08% | Q2 2013 | Q4 2023 | 43 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 43 |
Parkside Financial Bank & Trust | 42 | 42 | 0.02% | 2.21% | 3.01% | Q2 2013 | Q3 2023 | 43 |
Stelac Advisory Services LLC | 42 | 1 | 0.10% | 0.54% | 2.14% | Q4 2012 | Q3 2023 | 43 |
Stairway Partners, LLC | 43 | 43 | 0.85% | 5.04% | 8.81% | Q2 2013 | Q4 2023 | 43 |
JFS WEALTH ADVISORS, LLC | 42 | 42 | 0.00% | 0.34% | 0.65% | Q2 2013 | Q3 2023 | 43 |
DRW Securities, LLC | 9 | 1 | 0.01% | 0.61% | 5.23% | Q2 2013 | Q3 2023 | 43 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 0.04% | 0.59% | 0.88% | Q1 2013 | Q3 2023 | 43 |
FIFTH THIRD BANCORP | 42 | 42 | 0.50% | 0.75% | 1.13% | Q2 2013 | Q3 2023 | 42 |
Legacy Wealth Management, Inc | 42 | 42 | 0.93% | 5.11% | 11.43% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.12% | 0.24% | 0.57% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 1.31% | 1.57% | 1.92% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.50% | 0.61% | 0.78% | Q2 2013 | Q3 2023 | 42 |
Portland Global Advisors LLC | 42 | 42 | 2.14% | 2.72% | 3.29% | Q2 2013 | Q3 2023 | 42 |
Retirement Planning Group, LLC | 42 | 42 | 0.06% | 0.28% | 0.62% | Q2 2013 | Q3 2023 | 42 |
FIRST MERCHANTS CORP | 42 | 42 | 0.34% | 0.58% | 1.20% | Q2 2013 | Q3 2023 | 42 |
Fiera Capital Corp | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 42 |
SEGALL BRYANT & HAMILL, LLC | 35 | 7 | 0.04% | 0.08% | 0.13% | Q1 2013 | Q3 2023 | 42 |
BOK Financial Private Wealth, Inc. | 42 | 42 | 0.25% | 0.89% | 1.74% | Q2 2013 | Q3 2023 | 42 |
Geller Advisors LLC | 42 | 42 | 0.33% | 1.90% | 6.76% | Q2 2013 | Q3 2023 | 42 |
Evensky & Katz LLC | 42 | 42 | 0.03% | 0.22% | 1.01% | Q2 2013 | Q3 2023 | 42 |
JMG Financial Group, Ltd. | 42 | 42 | 0.30% | 0.95% | 2.05% | Q2 2013 | Q3 2023 | 42 |
HERITAGE INVESTORS MANAGEMENT CORP | 42 | 42 | 0.14% | 0.24% | 0.32% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MYCIO WEALTH PARTNERS, LLC | 42 | 42 | 0.08% | 1.30% | 2.41% | Q2 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.05% | 0.77% | 2.59% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.15% | 1.12% | 2.80% | Q2 2013 | Q3 2023 | 42 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 0.20% | 0.36% | 0.64% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.03% | 0.10% | 0.86% | Q2 2013 | Q3 2023 | 42 |
Ballentine Partners, LLC | 42 | 42 | 0.13% | 0.41% | 0.80% | Q2 2013 | Q3 2023 | 42 |
Ledyard National Bank | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.54% | 0.96% | 1.54% | Q2 2013 | Q3 2023 | 42 |
HBK Sorce Advisory LLC | 42 | 42 | 0.05% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
DUBUQUE BANK & TRUST CO | 42 | 42 | 0.01% | 0.65% | 3.49% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.08% | 0.48% | 1.10% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.05% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Aureus Asset Management, LLC | 42 | 42 | 0.06% | 0.14% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 0.08% | 0.36% | 0.65% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 42 | 42 | 0.26% | 0.96% | 2.01% | Q2 2013 | Q3 2023 | 42 |
Paragon Capital Management LLC | 42 | 42 | 0.13% | 1.63% | 3.01% | Q2 2013 | Q3 2023 | 42 |
Palisades Hudson Asset Management, L.P. | 42 | 42 | 0.28% | 0.36% | 0.48% | Q2 2013 | Q3 2023 | 42 |
GUYASUTA INVESTMENT ADVISORS INC | 42 | 42 | 0.07% | 0.14% | 0.84% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 0.40% | 0.60% | 0.87% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 1.80% | 4.79% | 6.54% | Q2 2013 | Q3 2023 | 42 |
HM PAYSON & CO | 42 | 42 | 0.01% | 0.16% | 0.42% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 42 |
INTRUST BANK NA | 42 | 42 | 0.09% | 0.15% | 0.25% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.95% | 1.44% | 1.81% | Q2 2013 | Q3 2023 | 42 |
Rafferty Asset Management, LLC | 42 | 42 | 0.14% | 5.62% | 9.44% | Q2 2013 | Q3 2023 | 42 |
First Horizon Advisors, Inc. | 41 | 1 | 0.53% | 1.51% | 17.64% | Q3 2012 | Q3 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 0.09% | 0.12% | 0.14% | Q2 2013 | Q3 2023 | 42 |
PEAK6 Group LLC | 13 | 1 | 0.00% | 0.09% | 0.81% | Q2 2013 | Q2 2018 | 42 |
Laurion Capital Management LP | 11 | 1 | 0.03% | 1.87% | 7.70% | Q1 2015 | Q3 2023 | 42 |
Marquette Asset Management, LLC | 42 | 42 | 1.00% | 2.26% | 3.57% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.24% | 0.56% | 1.60% | Q2 2013 | Q3 2023 | 42 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.53% | 1.24% | 2.27% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.13% | 0.88% | 2.70% | Q2 2013 | Q3 2023 | 42 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 42 | 42 | 1.13% | 1.64% | 2.14% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.42% | 1.27% | 2.81% | Q2 2013 | Q3 2023 | 42 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 42 | 42 | 0.12% | 0.33% | 1.07% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 0.42% | 0.63% | 1.16% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.20% | 0.57% | 1.42% | Q2 2013 | Q3 2023 | 42 |
AMARILLO NATIONAL BANK | 42 | 42 | 2.38% | 4.43% | 6.38% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.12% | 0.49% | 1.16% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.46% | 0.65% | 0.86% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.02% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.01% | 0.09% | 0.94% | Q2 2013 | Q3 2023 | 42 |
CAPE COD FIVE CENTS SAVINGS BANK | 42 | 42 | 0.59% | 1.74% | 4.24% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.09% | 0.16% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 0.08% | 0.17% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Segment Wealth Management, LLC | 42 | 42 | 0.06% | 0.24% | 1.10% | Q2 2013 | Q3 2023 | 42 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.02% | 0.42% | 1.62% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.54% | 1.19% | 1.74% | Q2 2013 | Q3 2023 | 42 |
Crestwood Advisors Group, LLC | 42 | 42 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 1.06% | 2.60% | 4.11% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.24% | 0.71% | 1.76% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.27% | 0.91% | 1.60% | Q2 2013 | Q3 2023 | 42 |
Strategic Financial Services, Inc, | 42 | 42 | 0.03% | 2.58% | 6.55% | Q2 2013 | Q3 2023 | 42 |
ASPIRIANT, LLC | 42 | 42 | 0.08% | 0.70% | 2.09% | Q2 2013 | Q3 2023 | 42 |
DAVIS R M INC | 42 | 42 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 42 |
MOODY LYNN & LIEBERSON, LLC | 42 | 42 | 0.08% | 0.53% | 2.83% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.01% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 42 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 42 | 42 | 0.59% | 0.70% | 0.82% | Q2 2013 | Q3 2023 | 42 |
CONNORS INVESTOR SERVICES INC | 42 | 42 | 2.19% | 3.13% | 6.13% | Q2 2013 | Q3 2023 | 42 |
VOYA INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.01% | 0.10% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Janney Capital Management LLC | 42 | 42 | 0.23% | 1.77% | 3.82% | Q2 2013 | Q3 2023 | 42 |
Jasper Ridge Partners, L.P. | 42 | 42 | 0.35% | 0.53% | 1.02% | Q2 2013 | Q3 2023 | 42 |
AMERICAN NATIONAL BANK | 42 | 42 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.17% | 0.31% | 0.69% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.02% | 0.21% | 7.05% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.03% | 0.22% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Waverly Advisors, LLC | 42 | 42 | 0.34% | 0.92% | 8.58% | Q2 2013 | Q3 2023 | 42 |
MERITAGE PORTFOLIO MANAGEMENT | 42 | 42 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.06% | 0.39% | 0.95% | Q2 2013 | Q3 2023 | 42 |
SIGNATUREFD, LLC | 42 | 42 | 0.02% | 2.98% | 8.88% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.02% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Hilltop Holdings Inc. | 42 | 42 | 0.15% | 0.87% | 2.50% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 1.66% | 2.69% | 3.64% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.83% | 1.23% | 1.50% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.11% | 0.20% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Colonial Trust Advisors | 42 | 42 | 0.06% | 0.27% | 0.56% | Q2 2013 | Q3 2023 | 42 |
Edge Wealth Management LLC | 42 | 42 | 0.00% | 1.61% | 5.14% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.77% | 2.22% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.07% | 0.44% | 1.34% | Q2 2013 | Q3 2023 | 42 |
BOSTON RESEARCH & MANAGEMENT INC | 42 | 42 | 1.10% | 1.78% | 2.87% | Q2 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.21% | 0.36% | 0.61% | Q2 2013 | Q3 2023 | 42 |
Estate Counselors, LLC | 42 | 42 | 0.61% | 3.27% | 8.12% | Q2 2013 | Q3 2023 | 42 |
LOWE BROCKENBROUGH & CO INC | 42 | 42 | 0.04% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Sabal Trust CO | 42 | 42 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.07% | 0.37% | 2.14% | Q2 2013 | Q3 2023 | 42 |
SMITH CHAS P & ASSOCIATES PA CPAS | 42 | 42 | 0.08% | 0.12% | 0.33% | Q2 2013 | Q3 2023 | 42 |
Consolidated Investment Group LLC | 42 | 42 | 0.45% | 1.99% | 3.88% | Q2 2013 | Q3 2023 | 42 |
SIGMA INVESTMENT COUNSELORS INC | 42 | 42 | 0.34% | 0.66% | 1.20% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q4 2023 | 42 |
Goelzer Investment Management, Inc. | 42 | 42 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.02% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Baystate Wealth Management LLC | 42 | 42 | 0.01% | 2.69% | 9.00% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.21% | 0.32% | 0.50% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.01% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.34% | 0.81% | 2.32% | Q2 2013 | Q3 2023 | 42 |
CULBERTSON A N & CO INC | 42 | 42 | 1.20% | 1.69% | 2.13% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.03% | 0.28% | 1.19% | Q2 2013 | Q3 2023 | 42 |
Windsor Capital Management, LLC | 42 | 42 | 0.26% | 0.35% | 0.44% | Q2 2013 | Q3 2023 | 42 |
WATERS PARKERSON & CO., LLC | 42 | 42 | 0.58% | 0.88% | 1.10% | Q2 2013 | Q3 2023 | 42 |
ST GERMAIN D J CO INC | 39 | 3 | 0.00% | 0.12% | 0.16% | Q2 2013 | Q4 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.11% | 0.33% | 1.44% | Q2 2013 | Q3 2023 | 42 |
MOLLER FINANCIAL SERVICES | 42 | 42 | 2.48% | 4.82% | 8.71% | Q2 2013 | Q3 2023 | 42 |
Madden Advisory Services, Inc. | 42 | 42 | 0.19% | 0.29% | 1.58% | Q2 2013 | Q3 2023 | 42 |
Aspen Investment Management Inc | 42 | 42 | 1.41% | 2.77% | 4.08% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.07% | 0.20% | 0.37% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.08% | 0.26% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Ramsay, Stattman, Vela & Price, Inc. | 42 | 42 | 1.54% | 2.89% | 4.49% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.03% | 0.74% | 2.90% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 0.19% | 0.42% | 0.71% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 1.46% | 2.36% | 3.95% | Q2 2013 | Q3 2023 | 42 |
LBMC INVESTMENT ADVISORS, LLC | 42 | 42 | 12.93% | 15.99% | 18.63% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.51% | 1.60% | 2.57% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CHATHAM CAPITAL GROUP, INC. | 42 | 42 | 0.26% | 0.44% | 1.12% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
1ST SOURCE BANK | 42 | 42 | 0.63% | 1.63% | 3.64% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.24% | 0.53% | 1.07% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.00% | 0.65% | 1.85% | Q2 2013 | Q3 2023 | 42 |
RIVERBRIDGE PARTNERS LLC | 42 | 42 | 0.01% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 42 |
MERIDIAN MANAGEMENT CO | 42 | 42 | 0.13% | 0.16% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.27% | 0.55% | 1.02% | Q2 2013 | Q3 2023 | 42 |
PROFFITT & GOODSON INC | 42 | 42 | 2.14% | 4.26% | 6.72% | Q2 2013 | Q3 2023 | 42 |
WEDGEWOOD INVESTORS INC /PA/ | 42 | 42 | 0.30% | 0.49% | 0.80% | Q2 2013 | Q3 2023 | 42 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.01% | 0.13% | 0.34% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.73% | 1.52% | 3.30% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.07% | 0.11% | 0.29% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK OF OMAHA | 42 | 42 | 0.03% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIRST HAWAIIAN BANK | 42 | 42 | 0.06% | 0.48% | 1.54% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.06% | 0.14% | 0.43% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.10% | 0.18% | 0.34% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.02% | 0.05% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.06% | 0.18% | 0.68% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.16% | 0.43% | 0.92% | Q2 2013 | Q3 2023 | 42 |
WADE G W & INC | 42 | 42 | 0.11% | 0.34% | 1.17% | Q2 2013 | Q3 2023 | 42 |
MONETARY MANAGEMENT GROUP INC | 42 | 42 | 0.26% | 0.43% | 0.72% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
HANCOCK WHITNEY CORP | 42 | 42 | 0.01% | 0.21% | 0.80% | Q2 2013 | Q3 2023 | 42 |
McKinley Carter Wealth Services, Inc. | 42 | 42 | 0.42% | 0.97% | 2.40% | Q2 2013 | Q3 2023 | 42 |
Accredited Investors Inc. | 42 | 42 | 3.38% | 11.77% | 22.39% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.47% | 1.38% | 2.35% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.42% | 0.69% | 0.87% | Q2 2013 | Q3 2023 | 42 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 42 | 42 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 42 |
WHITE PINE CAPITAL LLC | 42 | 42 | 0.00% | 0.23% | 0.35% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.88% | 1.81% | 2.47% | Q2 2013 | Q3 2023 | 42 |
1834 INVESTMENT ADVISORS CO | 42 | 42 | 0.15% | 0.22% | 0.52% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.05% | 0.10% | 0.15% | Q2 2013 | Q3 2023 | 42 |
BSW Wealth Partners | 42 | 42 | 2.00% | 3.30% | 7.36% | Q2 2013 | Q3 2023 | 42 |
NICHOLS & PRATT ADVISERS LLP /MA | 42 | 42 | 0.07% | 0.18% | 0.36% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.05% | 0.22% | 0.72% | Q2 2013 | Q3 2023 | 42 |
West Coast Financial LLC | 42 | 42 | 0.19% | 0.40% | 0.76% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.05% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.04% | 0.39% | 0.75% | Q3 2013 | Q4 2023 | 41 |
Diversified Trust Co | 37 | 1 | 0.44% | 0.94% | 2.62% | Q2 2013 | Q4 2023 | 41 |
Tower Research Capital LLC (TRC) | 33 | 8 | 0.00% | 3.01% | 16.41% | Q2 2013 | Q3 2023 | 41 |
Valmark Advisers, Inc. | 24 | 24 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q3 2023 | 41 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.01% | 0.13% | 1.09% | Q4 2013 | Q1 2018 | 41 |
COLONY GROUP LLC | 41 | 41 | 0.13% | 0.28% | 0.68% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.13% | 0.24% | 0.78% | Q3 2013 | Q3 2023 | 41 |
Hirtle Callaghan & Co LLC | 41 | 41 | 0.09% | 0.40% | 2.36% | Q3 2013 | Q3 2023 | 41 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 35 | 6 | 0.08% | 0.19% | 0.49% | Q2 2013 | Q3 2023 | 41 |
FDx Advisors, Inc. | 41 | 41 | 0.04% | 0.38% | 0.82% | Q3 2013 | Q3 2023 | 41 |
PINNACLE ASSOCIATES LTD | 41 | 41 | 0.00% | 0.05% | 0.23% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.03% | 0.71% | Q3 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.31% | 2.40% | Q2 2013 | Q3 2023 | 41 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 41 |
AMERICAN INTERNATIONAL GROUP, INC. | 28 | 13 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.05% | 0.14% | 0.32% | Q2 2013 | Q2 2023 | 41 |
Prospera Financial Services Inc | 23 | 18 | 0.06% | 0.35% | 1.80% | Q2 2013 | Q3 2023 | 41 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 28 | 13 | 0.01% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 41 |
Peak Asset Management, LLC | 36 | 36 | 0.00% | 1.29% | 3.45% | Q4 2014 | Q3 2023 | 41 |
SouthState Corp | 27 | 14 | 0.03% | 0.17% | 0.52% | Q2 2013 | Q3 2023 | 41 |
Skylands Capital, LLC | 38 | 3 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 41 |
COURIER CAPITAL LLC | 24 | 17 | 0.58% | 1.35% | 1.81% | Q2 2013 | Q3 2023 | 41 |
BOOTHBAY FUND MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.54% | 2.96% | Q4 2014 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.20% | 0.32% | 0.57% | Q2 2013 | Q3 2023 | 41 |
Financial Architects, Inc | 36 | 4 | 0.02% | 0.14% | 0.29% | Q2 2013 | Q2 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 34 | 7 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 41 |
MAI Capital Management | 36 | 36 | 0.00% | 1.23% | 1.95% | Q4 2014 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.14% | 1.22% | Q3 2013 | Q3 2023 | 41 |
METROPOLITAN LIFE INSURANCE CO/NY | 34 | 7 | 0.15% | 0.69% | 1.62% | Q2 2013 | Q3 2023 | 41 |
Choate Investment Advisors | 21 | 20 | 0.05% | 0.14% | 0.32% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.03% | 0.10% | 0.18% | Q2 2013 | Q3 2023 | 41 |
First Financial Bank - Trust Division | 41 | 41 | 0.72% | 4.54% | 8.32% | Q4 2013 | Q4 2023 | 41 |
WESBANCO BANK INC | 30 | 11 | 0.14% | 0.37% | 0.88% | Q2 2013 | Q3 2023 | 41 |
North Star Investment Management Corp. | 41 | 41 | 0.03% | 0.07% | 0.40% | Q3 2013 | Q3 2023 | 41 |
Parkside Advisors LLC | 41 | 41 | 4.46% | 6.84% | 10.14% | Q4 2013 | Q4 2023 | 41 |
FORVIS Wealth Advisors, LLC | 41 | 41 | 0.07% | 0.52% | 2.42% | Q3 2013 | Q3 2023 | 41 |
FULTON BANK, N.A. | 30 | 11 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q4 2023 | 41 |
CAPTRUST FINANCIAL ADVISORS | 29 | 12 | 0.01% | 0.93% | 7.54% | Q2 2013 | Q3 2023 | 41 |
MIDDLETON & CO INC/MA | 39 | 2 | 0.18% | 0.25% | 0.31% | Q2 2013 | Q3 2023 | 41 |
CWM, LLC | 27 | 8 | 0.00% | 0.12% | 1.92% | Q4 2014 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.08% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 41 |
CAMBRIDGE TRUST CO | 24 | 17 | 0.01% | 0.15% | 1.32% | Q2 2013 | Q3 2023 | 41 |
SIGNET FINANCIAL MANAGEMENT, LLC | 14 | 4 | 0.00% | 0.06% | 0.16% | Q1 2015 | Q2 2022 | 40 |
Rathbones Group PLC | 39 | 1 | 0.02% | 0.07% | 0.10% | Q3 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.17% | 0.31% | 0.42% | Q2 2013 | Q1 2023 | 40 |
PEDDOCK CAPITAL ADVISORS, LLC | 40 | 40 | 0.82% | 1.34% | 2.30% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.01% | 0.96% | 5.05% | Q4 2013 | Q3 2023 | 40 |
Allianz Asset Management GmbH | 27 | 1 | 0.00% | 0.20% | 1.80% | Q2 2013 | Q3 2023 | 40 |
SHAPIRO CAPITAL MANAGEMENT LLC | 21 | 9 | 0.01% | 0.40% | 1.36% | Q2 2013 | Q3 2023 | 40 |
Bollard Group LLC | 40 | 40 | 0.00% | 0.02% | 0.16% | Q4 2013 | Q3 2023 | 40 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 40 | 40 | 0.04% | 0.10% | 0.19% | Q4 2013 | Q3 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 1.02% | 1.32% | 1.67% | Q4 2013 | Q3 2023 | 40 |
Thomasville National Bank | 27 | 13 | 0.05% | 0.11% | 0.23% | Q2 2013 | Q3 2023 | 40 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 28 | 28 | 0.01% | 0.37% | 2.02% | Q4 2016 | Q3 2023 | 40 |
FIRST MANHATTAN CO. LLC. | 40 | 40 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.08% | 0.21% | 0.43% | Q4 2013 | Q3 2023 | 40 |
Bouchey Financial Group Ltd | 40 | 40 | 0.30% | 0.60% | 1.60% | Q4 2013 | Q3 2023 | 40 |
Ascent Wealth Partners, LLC | 40 | 40 | 1.03% | 2.46% | 3.16% | Q4 2013 | Q3 2023 | 40 |
Raab & Moskowitz Asset Management LLC | 40 | 40 | 0.17% | 0.35% | 0.60% | Q4 2013 | Q3 2023 | 40 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 40 | 40 | 0.26% | 4.43% | 25.98% | Q4 2013 | Q3 2023 | 40 |
D. SCOTT NEAL, INC. | 40 | 40 | 0.13% | 4.56% | 13.10% | Q4 2013 | Q3 2023 | 40 |
FAS Wealth Partners, Inc. | 40 | 40 | 0.16% | 0.34% | 0.66% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.47% | 0.70% | 1.13% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.01% | 0.05% | 0.22% | Q4 2013 | Q3 2023 | 40 |
Sigma Planning Corp | 36 | 36 | 0.05% | 0.33% | 3.80% | Q4 2014 | Q3 2023 | 40 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.04% | 0.20% | 0.37% | Q4 2013 | Q3 2023 | 40 |
EVERMAY WEALTH MANAGEMENT LLC | 40 | 40 | 0.44% | 1.24% | 5.67% | Q4 2013 | Q3 2023 | 40 |
Avior Wealth Management, LLC | 40 | 40 | 0.07% | 0.26% | 0.70% | Q4 2013 | Q3 2023 | 40 |
Perigon Wealth Management, LLC | 30 | 1 | 0.00% | 0.56% | 1.12% | Q3 2011 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.03% | 0.18% | 0.35% | Q2 2013 | Q3 2023 | 40 |
FCA CORP /TX | 40 | 40 | 0.13% | 0.58% | 1.05% | Q4 2013 | Q3 2023 | 40 |
PEAPACK GLADSTONE FINANCIAL CORP | 40 | 40 | 0.02% | 0.28% | 1.22% | Q4 2013 | Q3 2023 | 40 |
EFG Asset Management (Americas) Corp. | 40 | 40 | 1.80% | 5.07% | 14.24% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.06% | 0.21% | 0.66% | Q4 2013 | Q4 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.09% | 0.16% | 0.33% | Q4 2013 | Q3 2023 | 40 |
Tarbox Family Office, Inc. | 40 | 40 | 2.40% | 5.65% | 9.71% | Q4 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.13% | 0.41% | 0.85% | Q4 2013 | Q3 2023 | 40 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.05% | 0.15% | 0.22% | Q2 2013 | Q3 2022 | 40 |
Private Ocean, LLC | 40 | 40 | 0.13% | 0.36% | 0.61% | Q4 2013 | Q3 2023 | 40 |
MASON STREET ADVISORS, LLC | 19 | 3 | 0.10% | 2.24% | 16.28% | Q2 2013 | Q3 2023 | 40 |
TD Capital Management LLC | 35 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.37% | 0.63% | 1.10% | Q4 2013 | Q3 2023 | 40 |
Atria Investments, Inc | 24 | 2 | 0.02% | 0.22% | 0.93% | Q2 2013 | Q3 2023 | 40 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q4 2022 | 39 |
Moreno Evelyn V | 35 | 4 | 0.51% | 0.89% | 1.16% | Q4 2013 | Q3 2023 | 39 |
One Capital Management, LLC | 39 | 39 | 0.03% | 0.24% | 0.50% | Q1 2014 | Q3 2023 | 39 |
St. Johns Investment Management Company, LLC | 39 | 39 | 1.40% | 2.62% | 4.08% | Q1 2014 | Q3 2023 | 39 |
RKL Wealth Management LLC | 39 | 39 | 0.10% | 0.29% | 0.53% | Q1 2014 | Q3 2023 | 39 |
WASHINGTON TRUST BANK | 39 | 39 | 0.07% | 0.14% | 0.23% | Q1 2014 | Q3 2023 | 39 |
NORTHEAST INVESTMENT MANAGEMENT | 25 | 14 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 39 |
Regal Investment Advisors LLC | 27 | 1 | 0.03% | 0.51% | 2.65% | Q2 2013 | Q3 2023 | 39 |
ROCKLAND TRUST CO | 39 | 39 | 0.01% | 0.06% | 0.11% | Q1 2014 | Q3 2023 | 39 |
CHOREO, LLC | 39 | 39 | 0.62% | 2.27% | 4.30% | Q1 2014 | Q3 2023 | 39 |
BANQUE PICTET & CIE SA | 33 | 6 | 0.01% | 0.33% | 5.49% | Q4 2013 | Q3 2023 | 39 |
RHUMBLINE ADVISERS | 33 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
PETTYJOHN, WOOD & WHITE, INC | 39 | 39 | 0.08% | 0.13% | 0.19% | Q1 2014 | Q3 2023 | 39 |
Nuveen Asset Management, LLC | 25 | 1 | 0.00% | 0.03% | 0.45% | Q2 2013 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.11% | 0.18% | 0.24% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.08% | 0.14% | 0.28% | Q1 2014 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.17% | 0.41% | 0.76% | Q2 2013 | Q4 2022 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.29% | 0.72% | 1.08% | Q2 2014 | Q4 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.20% | 0.24% | 0.30% | Q2 2013 | Q4 2022 | 39 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 26 | 4 | 0.13% | 0.28% | 0.54% | Q3 2013 | Q3 2023 | 39 |
BRIGADE CAPITAL MANAGEMENT, LP | 8 | 1 | 0.49% | 10.80% | 34.96% | Q2 2013 | Q1 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.08% | 0.19% | 0.37% | Q1 2014 | Q3 2023 | 39 |
Rex Capital Advisors, LLC | 39 | 39 | 7.68% | 14.74% | 17.98% | Q2 2013 | Q4 2022 | 39 |
Mathes Company, Inc. | 37 | 2 | 0.61% | 1.16% | 1.75% | Q4 2013 | Q3 2023 | 39 |
Round Table Services, LLC | 38 | 38 | 2.93% | 5.96% | 13.04% | Q2 2013 | Q3 2022 | 38 |
ARGI Investment Services, LLC | 36 | 1 | 0.00% | 0.06% | 0.12% | Q3 2013 | Q4 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 38 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 38 | 38 | 0.18% | 0.37% | 0.60% | Q2 2014 | Q3 2023 | 38 |
HM Capital Management, LLC | 38 | 38 | 0.31% | 1.03% | 4.06% | Q2 2013 | Q3 2022 | 38 |
Capital Advantage, Inc. | 22 | 16 | 0.53% | 0.76% | 1.45% | Q4 2013 | Q2 2023 | 38 |
MOGY JOEL R INVESTMENT COUNSEL INC | 28 | 3 | 0.01% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 38 |
Perkins Coie Trust Co | 35 | 3 | 0.02% | 0.19% | 0.79% | Q1 2014 | Q3 2023 | 38 |
Maryland Capital Management | 38 | 38 | 0.17% | 0.39% | 0.75% | Q2 2013 | Q3 2022 | 38 |
SOL Capital Management CO | 34 | 4 | 0.07% | 0.38% | 1.22% | Q1 2014 | Q3 2023 | 38 |
Covington Capital Management | 38 | 38 | 0.25% | 0.65% | 1.05% | Q2 2013 | Q3 2022 | 38 |
Granite Point Capital Management, L.P. | 9 | 2 | 0.01% | 16.50% | 55.14% | Q4 2013 | Q2 2022 | 38 |
Capital Directions Investment Advisors, LLC | 31 | 7 | 5.59% | 9.56% | 21.94% | Q2 2013 | Q4 2022 | 38 |
FOSTER DYKEMA CABOT & CO INC/MA | 38 | 38 | 0.04% | 0.10% | 0.34% | Q2 2014 | Q3 2023 | 38 |
BALASA DINVERNO & FOLTZ LLC | 38 | 38 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2022 | 38 |
BRR OpCo, LLC | 38 | 38 | 0.24% | 0.46% | 0.64% | Q2 2013 | Q3 2022 | 38 |
FOUNDERS FINANCIAL SECURITIES LLC | 26 | 12 | 0.05% | 0.54% | 12.49% | Q4 2013 | Q3 2023 | 38 |
Van Cleef Asset Management,Inc | 23 | 14 | 0.08% | 0.11% | 0.15% | Q2 2014 | Q3 2023 | 37 |
NEUMEIER POMA INVESTMENT COUNSEL LLC | 27 | 1 | 0.08% | 1.41% | 2.78% | Q2 2013 | Q3 2023 | 37 |
Plancorp, LLC | 28 | 9 | 0.02% | 0.20% | 0.58% | Q4 2013 | Q3 2023 | 37 |
FEDERATED HERMES, INC. | 14 | 1 | 0.00% | 0.06% | 0.42% | Q2 2014 | Q3 2023 | 37 |
Ancora Advisors LLC | 32 | 1 | 0.03% | 0.12% | 1.02% | Q2 2014 | Q3 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.01% | 0.27% | 1.20% | Q4 2014 | Q4 2023 | 37 |
Advisory Services Network, LLC | 27 | 2 | 0.01% | 0.17% | 0.76% | Q4 2013 | Q3 2023 | 37 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.06% | 0.27% | Q4 2017 | Q4 2022 | 37 |
CHARTIST INC /CA/ | 15 | 3 | 2.07% | 9.70% | 27.94% | Q2 2013 | Q3 2023 | 37 |
HOWE & RUSLING INC | 37 | 37 | 0.00% | 0.07% | 0.37% | Q3 2014 | Q3 2023 | 37 |
PICTET BANK & TRUST Ltd | 35 | 2 | 0.15% | 2.82% | 35.08% | Q4 2013 | Q2 2023 | 37 |
Archford Capital Strategies, LLC | 22 | 3 | 0.01% | 0.29% | 0.51% | Q1 2014 | Q3 2023 | 37 |
Stillwater Investment Management, LLC | 21 | 16 | 0.23% | 3.05% | 8.05% | Q4 2013 | Q1 2023 | 37 |
OLD NATIONAL BANCORP /IN/ | 37 | 37 | 0.36% | 0.56% | 0.86% | Q3 2014 | Q3 2023 | 37 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 37 | 37 | 0.06% | 0.78% | 2.94% | Q2 2013 | Q2 2022 | 37 |
CAPE ANN SAVINGS BANK | 17 | 1 | 0.73% | 1.84% | 2.84% | Q2 2013 | Q3 2023 | 37 |
Annex Advisory Services, LLC | 14 | 11 | 0.02% | 0.11% | 0.67% | Q2 2013 | Q3 2023 | 37 |
FIRST CITIZENS BANK & TRUST CO | 36 | 1 | 0.03% | 0.23% | 0.41% | Q1 2014 | Q3 2023 | 37 |
PREMIER ASSET MANAGEMENT LLC | 22 | 15 | 0.07% | 0.87% | 5.20% | Q3 2013 | Q4 2022 | 37 |
Freestone Capital Holdings, LLC | 33 | 1 | 0.01% | 0.27% | 0.90% | Q3 2013 | Q3 2023 | 37 |
ENTERPRISE FINANCIAL SERVICES CORP | 37 | 37 | 0.35% | 0.99% | 1.57% | Q2 2013 | Q2 2022 | 37 |
Dakota Wealth Management | 36 | 36 | 0.02% | 2.51% | 4.83% | Q4 2014 | Q3 2023 | 37 |
SpiderRock Advisors, LLC | 23 | 23 | 0.00% | 0.73% | 3.95% | Q1 2018 | Q3 2023 | 37 |
Compagnie Lombard Odier SCmA | 26 | 11 | 0.00% | 0.06% | 0.24% | Q4 2013 | Q3 2023 | 37 |
Stratos Wealth Partners, LTD. | 37 | 37 | 0.08% | 0.36% | 0.89% | Q3 2014 | Q3 2023 | 37 |
Channing Capital Management, LLC | 37 | 37 | 0.02% | 0.13% | 0.37% | Q2 2014 | Q2 2023 | 37 |
GHP Investment Advisors, Inc. | 36 | 1 | 0.02% | 0.04% | 0.07% | Q2 2014 | Q3 2023 | 37 |
Klingman & Associates, LLC | 36 | 36 | 0.47% | 0.97% | 1.60% | Q4 2014 | Q3 2023 | 36 |
Glenview Trust Co | 28 | 1 | 0.06% | 0.61% | 0.82% | Q4 2008 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.04% | 0.07% | 0.14% | Q2 2013 | Q1 2022 | 36 |
OLD SECOND NATIONAL BANK OF AURORA | 36 | 36 | 0.14% | 0.19% | 0.24% | Q4 2014 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q1 2022 | 36 |
BAILARD, INC. | 31 | 5 | 0.07% | 0.10% | 0.23% | Q3 2014 | Q3 2023 | 36 |
Spot Trading L.L.C | 15 | 15 | 0.00% | 0.19% | 0.91% | Q2 2013 | Q4 2016 | 36 |
Glassman Wealth Services | 36 | 36 | 0.07% | 0.32% | 0.61% | Q4 2014 | Q3 2023 | 36 |
Lombard Odier Asset Management (USA) Corp | 8 | 1 | 0.04% | 2.25% | 11.31% | Q3 2013 | Q3 2023 | 36 |
Meristem Family Wealth, LLC | 36 | 36 | 0.52% | 1.33% | 2.01% | Q2 2013 | Q1 2022 | 36 |
Haverford Trust Co | 36 | 36 | 0.01% | 0.04% | 0.15% | Q4 2014 | Q3 2023 | 36 |
QVR LLC | 12 | 1 | 0.06% | 16.34% | 85.94% | Q4 2017 | Q3 2023 | 36 |
INVESTMENT PARTNERS, LTD. | 36 | 36 | 0.26% | 0.62% | 1.33% | Q4 2014 | Q3 2023 | 36 |
Landmark Financial Advisors, LLC | 36 | 36 | 0.13% | 1.27% | 4.16% | Q4 2014 | Q3 2023 | 36 |
Alexandria Capital, LLC | 34 | 34 | 0.00% | 0.96% | 2.29% | Q2 2013 | Q3 2021 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.06% | 0.63% | 2.31% | Q2 2013 | Q1 2022 | 36 |
Azimuth Capital Management LLC | 36 | 36 | 0.09% | 0.17% | 0.35% | Q2 2013 | Q1 2022 | 36 |
First Heartland Consultants, Inc. | 23 | 13 | 0.03% | 1.16% | 4.50% | Q2 2013 | Q3 2023 | 36 |
Litman Gregory Wealth Management LLC | 29 | 2 | 0.16% | 2.48% | 5.11% | Q2 2013 | Q3 2023 | 36 |
TORONTO DOMINION BANK | 19 | 1 | 0.00% | 0.39% | 2.29% | Q1 2013 | Q3 2023 | 36 |
BTC Capital Management, Inc. | 21 | 15 | 1.26% | 1.97% | 3.11% | Q3 2014 | Q3 2023 | 36 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.04% | 0.18% | 0.64% | Q4 2014 | Q3 2023 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 0.24% | 0.39% | 0.61% | Q4 2014 | Q3 2023 | 36 |
TELEMUS CAPITAL, LLC | 32 | 3 | 0.07% | 1.12% | 3.92% | Q3 2013 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.00% | 0.21% | 0.49% | Q4 2014 | Q3 2023 | 36 |
Mengis Capital Management, Inc. | 36 | 36 | 0.11% | 0.25% | 0.49% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 36 |
Bluefin Trading, LLC | 10 | 1 | 0.00% | 0.12% | 0.94% | Q1 2014 | Q2 2020 | 36 |
Orca Investment Management, LLC | 24 | 12 | 0.59% | 1.20% | 2.25% | Q4 2013 | Q3 2023 | 36 |
Godshalk Welsh Capital Management, Inc. | 36 | 36 | 0.00% | 1.79% | 2.21% | Q4 2014 | Q3 2023 | 36 |
Family Firm, Inc. | 36 | 36 | 0.29% | 0.35% | 0.46% | Q4 2014 | Q3 2023 | 36 |
Diversified Portfolios, Inc. | 36 | 36 | 1.36% | 3.44% | 5.21% | Q4 2014 | Q3 2023 | 36 |
Neumann Capital Management, LLC | 36 | 36 | 0.40% | 0.56% | 0.74% | Q4 2014 | Q3 2023 | 36 |
STERLING INVESTMENT ADVISORS LLC /ADV | 36 | 36 | 1.19% | 1.52% | 1.88% | Q4 2014 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.01% | 0.04% | 0.33% | Q2 2013 | Q1 2022 | 36 |
Essex Financial Services, Inc. | 17 | 3 | 0.05% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 36 |
Chesley Taft & Associates LLC | 36 | 36 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2023 | 36 |
Caprock Group, LLC | 36 | 36 | 0.10% | 0.49% | 4.98% | Q4 2014 | Q3 2023 | 36 |
Analyst IMS Investment Management Services Ltd. | 36 | 36 | 0.09% | 0.67% | 2.54% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.00% | 0.09% | 0.18% | Q4 2014 | Q3 2023 | 36 |
SPINNAKER TRUST | 36 | 36 | 0.07% | 0.10% | 0.16% | Q4 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.01% | 0.13% | 0.65% | Q4 2014 | Q3 2023 | 36 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.04% | 0.05% | 0.12% | Q2 2013 | Q4 2021 | 35 |
Simplicity Solutions, LLC | 28 | 7 | 0.04% | 0.93% | 9.83% | Q4 2014 | Q3 2023 | 35 |
ADELL HARRIMAN & CARPENTER INC | 35 | 35 | 0.07% | 0.12% | 0.18% | Q1 2015 | Q3 2023 | 35 |
Crossvault Capital Management LLC | 35 | 35 | 0.13% | 0.36% | 0.63% | Q4 2013 | Q2 2022 | 35 |
FIDUCIARY TRUST CO | 35 | 35 | 0.01% | 0.18% | 0.40% | Q1 2015 | Q3 2023 | 35 |
REGENTATLANTIC CAPITAL LLC | 26 | 9 | 0.06% | 0.16% | 0.59% | Q4 2013 | Q3 2022 | 35 |
Hudock, Inc. | 35 | 35 | 0.01% | 0.06% | 0.54% | Q1 2014 | Q3 2022 | 35 |
McCutchen Group LLC | 35 | 35 | 0.05% | 0.11% | 0.30% | Q1 2014 | Q3 2022 | 35 |
PARTHENON LLC | 35 | 35 | 0.08% | 0.17% | 0.24% | Q1 2015 | Q3 2023 | 35 |
Allworth Financial LP | 35 | 35 | 0.00% | 0.07% | 0.35% | Q1 2015 | Q3 2023 | 35 |
Schonfeld Strategic Advisors LLC | 14 | 1 | 0.00% | 0.13% | 0.84% | Q1 2016 | Q3 2023 | 35 |
JAG CAPITAL MANAGEMENT, LLC | 26 | 3 | 0.02% | 0.46% | 1.13% | Q3 2013 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q4 2021 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.67% | 1.46% | 2.65% | Q2 2013 | Q4 2021 | 35 |
Chevy Chase Trust Holdings, LLC | 35 | 35 | 0.00% | 0.03% | 0.82% | Q2 2013 | Q4 2021 | 35 |
Alley Co LLC | 35 | 35 | 0.08% | 0.42% | 0.82% | Q2 2013 | Q4 2021 | 35 |
NATIXIS | 17 | 2 | 0.00% | 0.87% | 3.23% | Q2 2013 | Q3 2023 | 35 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 20 | 1 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2023 | 35 |
M&R CAPITAL MANAGEMENT INC | 30 | 5 | 0.01% | 0.25% | 0.46% | Q3 2013 | Q4 2023 | 35 |
Bragg Financial Advisors, Inc | 35 | 35 | 0.04% | 0.07% | 0.10% | Q1 2015 | Q3 2023 | 35 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.28% | 0.71% | Q4 2015 | Q3 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.12% | 0.38% | 0.91% | Q1 2015 | Q3 2023 | 35 |
PATTEN & PATTEN INC/TN | 34 | 1 | 0.03% | 0.13% | 0.21% | Q4 2013 | Q3 2023 | 35 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 18 | 17 | 0.08% | 0.43% | 2.28% | Q4 2014 | Q3 2023 | 35 |
Opus Capital Group, LLC | 35 | 35 | 0.04% | 0.36% | 0.74% | Q1 2015 | Q3 2023 | 35 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 9 | 0.02% | 2.76% | 10.27% | Q4 2013 | Q4 2022 | 35 |
Aristotle Capital Boston, LLC | 35 | 35 | 0.48% | 0.96% | 2.15% | Q1 2015 | Q3 2023 | 35 |
Swan Global Investments, LLC | 35 | 35 | 0.02% | 1.10% | 2.19% | Q1 2015 | Q3 2023 | 35 |
Horrell Capital Management, Inc. | 18 | 3 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 35 |
PIONEER TRUST BANK N A/OR | 35 | 35 | 0.16% | 0.21% | 0.29% | Q1 2015 | Q3 2023 | 35 |
Patten Group, Inc. | 34 | 1 | 0.02% | 0.19% | 0.36% | Q4 2014 | Q3 2023 | 35 |
MATRIX ASSET ADVISORS INC/NY | 35 | 35 | 0.03% | 0.14% | 0.28% | Q1 2015 | Q3 2023 | 35 |
SCOPUS ASSET MANAGEMENT, L.P. | 14 | 1 | 0.17% | 2.80% | 14.78% | Q2 2013 | Q3 2023 | 35 |
Bray Capital Advisors | 30 | 5 | 2.42% | 3.47% | 4.36% | Q4 2014 | Q3 2023 | 35 |
Emery Howard Portfolio Management, Inc. | 35 | 35 | 2.71% | 4.44% | 6.13% | Q2 2013 | Q4 2021 | 35 |
APERIMUS CAPITAL, LLC | 34 | 34 | 4.96% | 31.54% | 40.90% | Q1 2013 | Q2 2021 | 34 |
Sharkey, Howes & Javer | 33 | 1 | 0.20% | 0.79% | 1.46% | Q1 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.14% | 0.58% | 2.44% | Q2 2015 | Q3 2023 | 34 |
Addison Capital Co | 31 | 3 | 0.16% | 0.48% | 1.83% | Q4 2014 | Q3 2023 | 34 |
UBS OCONNOR LLC | 10 | 1 | 0.00% | 0.06% | 0.32% | Q2 2013 | Q3 2023 | 34 |
Invesco Ltd. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 34 |
Winfield Associates, Inc. | 34 | 34 | 0.15% | 0.17% | 0.23% | Q4 2013 | Q1 2022 | 34 |
NEW SOUTH CAPITAL MANAGEMENT INC | 27 | 1 | 0.01% | 0.18% | 0.80% | Q2 2013 | Q4 2022 | 34 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 20 | 1 | 0.01% | 0.33% | 3.99% | Q4 2013 | Q1 2023 | 34 |
Kovitz Investment Group Partners, LLC | 30 | 30 | 0.01% | 0.02% | 0.12% | Q2 2016 | Q3 2023 | 34 |
LONDON CO OF VIRGINIA | 29 | 1 | 0.01% | 0.07% | 0.57% | Q4 2013 | Q3 2023 | 34 |
VISTA CAPITAL PARTNERS, INC. | 29 | 5 | 0.04% | 0.08% | 0.12% | Q2 2013 | Q3 2023 | 34 |
Granite Investment Advisors, LLC | 34 | 34 | 0.09% | 0.24% | 0.46% | Q2 2013 | Q3 2021 | 34 |
Kovack Advisors, Inc. | 26 | 2 | 0.00% | 0.20% | 1.59% | Q4 2012 | Q3 2023 | 34 |
Koshinski Asset Management, Inc. | 18 | 16 | 0.04% | 0.14% | 0.35% | Q4 2014 | Q3 2023 | 34 |
Psagot Value Holdings Ltd. | 34 | 34 | 0.10% | 0.68% | 1.82% | Q2 2013 | Q3 2021 | 34 |
SECURITY NATIONAL TRUST CO | 34 | 34 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q3 2021 | 34 |
Formidable Asset Management, LLC | 17 | 3 | 0.10% | 0.15% | 0.38% | Q3 2013 | Q3 2023 | 34 |
KWMG, LLC | 34 | 34 | 0.04% | 0.60% | 2.69% | Q4 2014 | Q1 2023 | 34 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 34 | 34 | 0.01% | 0.81% | 1.54% | Q2 2015 | Q3 2023 | 34 |
Penn Capital Management Company, LLC | 10 | 2 | 0.01% | 0.16% | 1.03% | Q2 2013 | Q3 2023 | 34 |
Buffington Mohr McNeal | 34 | 34 | 0.07% | 0.11% | 0.15% | Q2 2015 | Q3 2023 | 34 |
ELM ADVISORS, LLC | 34 | 34 | 0.62% | 0.71% | 0.84% | Q4 2013 | Q1 2022 | 34 |
Partnervest Advisory Services LLC | 30 | 30 | 0.00% | 1.00% | 2.95% | Q2 2013 | Q3 2020 | 34 |
BINGHAM OSBORN & SCARBOROUGH LLC | 34 | 34 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q3 2021 | 34 |
Pure Financial Advisors, LLC | 18 | 1 | 0.01% | 0.12% | 0.38% | Q2 2013 | Q4 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.01% | 0.05% | 0.26% | Q2 2015 | Q3 2023 | 34 |
DAVENPORT & Co LLC | 32 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.43% | 0.54% | 0.77% | Q2 2015 | Q3 2023 | 34 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.06% | 0.10% | 0.25% | Q2 2015 | Q3 2023 | 34 |
SALEM INVESTMENT COUNSELORS INC | 18 | 16 | 0.10% | 0.36% | 0.75% | Q2 2013 | Q3 2023 | 34 |
D. E. Shaw & Co., Inc. | 28 | 28 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q1 2020 | 33 |
Laird Norton Wetherby Wealth Management, LLC | 30 | 1 | 0.01% | 0.11% | 0.19% | Q2 2015 | Q3 2023 | 33 |
BADGLEY PHELPS & BELL INC | 33 | 33 | 0.16% | 0.31% | 0.80% | Q2 2013 | Q2 2021 | 33 |
Squarepoint Ops LLC | 7 | 2 | 0.00% | 0.21% | 1.19% | Q2 2016 | Q3 2023 | 33 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 2 | 0.03% | 0.17% | 0.40% | Q3 2013 | Q3 2023 | 33 |
QCI ASSET MANAGEMENT INC/NY | 28 | 5 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q3 2021 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2023 | 33 |
ProVise Management Group, LLC | 33 | 33 | 0.05% | 0.11% | 0.20% | Q3 2015 | Q3 2023 | 33 |
Cetera Investment Advisers | 32 | 32 | 0.00% | 0.47% | 0.90% | Q4 2015 | Q3 2023 | 33 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 33 | 33 | 0.04% | 1.22% | 6.10% | Q3 2015 | Q3 2023 | 33 |
Concorde Asset Management, LLC | 17 | 3 | 0.18% | 1.09% | 7.17% | Q4 2014 | Q3 2023 | 33 |
TIEMANN INVESTMENT ADVISORS, LLC | 33 | 33 | 0.30% | 0.41% | 0.54% | Q3 2015 | Q3 2023 | 33 |
CIM, LLC | 33 | 33 | 0.07% | 0.13% | 0.18% | Q4 2014 | Q4 2022 | 33 |
Belvedere Trading LLC | 13 | 1 | 0.12% | 5.16% | 37.77% | Q1 2015 | Q3 2023 | 33 |
BROADWOOD CAPITAL INC | 33 | 33 | 4.74% | 9.16% | 14.85% | Q3 2015 | Q3 2023 | 33 |
Winch Advisory Services, LLC | 28 | 2 | 0.00% | 0.30% | 2.87% | Q1 2014 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.04% | 0.08% | 0.12% | Q4 2015 | Q4 2023 | 33 |
Domani Wealth, LLC | 33 | 33 | 0.06% | 1.68% | 5.50% | Q1 2015 | Q1 2023 | 33 |
VICTORY CAPITAL MANAGEMENT INC | 24 | 2 | 0.00% | 0.02% | 0.16% | Q4 2014 | Q3 2023 | 33 |
ING GROEP NV | 29 | 4 | 0.00% | 0.05% | 0.18% | Q3 2013 | Q4 2021 | 33 |
ANCHOR CAPITAL ADVISORS LLC | 32 | 1 | 0.01% | 0.06% | 0.13% | Q4 2014 | Q3 2023 | 33 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 33 | 33 | 0.01% | 0.10% | 0.22% | Q3 2015 | Q3 2023 | 33 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 1.08% | 2.34% | Q3 2017 | Q3 2023 | 33 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 0.19% | 0.47% | 0.79% | Q4 2015 | Q3 2023 | 32 |
Modera Wealth Management, LLC | 31 | 1 | 0.05% | 0.71% | 2.90% | Q4 2013 | Q3 2023 | 32 |
Pegasus Partners Ltd. | 32 | 32 | 0.19% | 0.92% | 2.07% | Q4 2015 | Q3 2023 | 32 |
NORTHSTAR INVESTMENT ADVISORS LLC | 29 | 3 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q2 2021 | 32 |
Wealth Architects, LLC | 32 | 32 | 0.10% | 0.13% | 0.17% | Q4 2015 | Q3 2023 | 32 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 23 | 9 | 0.11% | 0.15% | 0.21% | Q2 2013 | Q3 2023 | 32 |
Regal Wealth Group, Inc. | 32 | 32 | 1.07% | 1.19% | 1.80% | Q4 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 1.11% | 1.70% | 2.25% | Q2 2013 | Q1 2021 | 32 |
Lenox Wealth Advisors, LLC | 27 | 5 | 0.01% | 0.05% | 0.19% | Q1 2014 | Q1 2022 | 32 |
Horan Capital Advisors, LLC. | 16 | 3 | 0.10% | 0.17% | 0.37% | Q2 2013 | Q3 2023 | 32 |
ALESCO ADVISORS LLC | 32 | 32 | 0.02% | 0.04% | 0.08% | Q4 2015 | Q3 2023 | 32 |
PHILADELPHIA TRUST CO | 19 | 13 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q3 2023 | 32 |
Day & Ennis, LLC | 32 | 32 | 0.24% | 2.17% | 5.38% | Q4 2015 | Q3 2023 | 32 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 14 | 5 | 0.00% | 0.40% | 1.74% | Q4 2014 | Q3 2023 | 32 |
St. Louis Trust Co | 32 | 32 | 1.04% | 2.50% | 4.25% | Q4 2015 | Q3 2023 | 32 |
TCTC Holdings, LLC | 29 | 3 | 0.01% | 0.25% | 1.16% | Q2 2013 | Q3 2023 | 32 |
Grove Bank & Trust | 32 | 32 | 0.07% | 0.34% | 0.50% | Q4 2015 | Q3 2023 | 32 |
LGL PARTNERS, LLC | 32 | 32 | 0.06% | 0.44% | 1.77% | Q4 2015 | Q3 2023 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 0.82% | 1.03% | 1.25% | Q4 2015 | Q3 2023 | 32 |
BIRINYI ASSOCIATES INC | 28 | 4 | 0.13% | 0.52% | 1.61% | Q2 2013 | Q4 2021 | 32 |
Berkshire Money Management, Inc. | 32 | 32 | 0.04% | 5.09% | 13.25% | Q4 2015 | Q3 2023 | 32 |
Pinnacle Wealth Management Advisory Group, LLC | 32 | 32 | 0.11% | 0.71% | 1.39% | Q4 2015 | Q3 2023 | 32 |
Boston Trust Walden Corp | 26 | 1 | 0.00% | 0.05% | 0.29% | Q4 2013 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.02% | 0.05% | Q1 2016 | Q4 2023 | 32 |
NICOLET BANKSHARES INC | 32 | 32 | 0.42% | 0.55% | 0.69% | Q4 2015 | Q3 2023 | 32 |
PRIO WEALTH LIMITED PARTNERSHIP | 32 | 32 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q3 2023 | 32 |
Canal Capital Management, LLC | 32 | 32 | 0.05% | 0.22% | 0.54% | Q4 2015 | Q3 2023 | 32 |
Coe Capital Management, LLC | 31 | 1 | 0.12% | 0.53% | 1.27% | Q2 2013 | Q2 2021 | 32 |
ARROW FINANCIAL CORP | 15 | 7 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 32 |
MARTIN & CO INC /TN/ | 26 | 6 | 0.07% | 0.43% | 1.16% | Q2 2013 | Q2 2021 | 32 |
UMB Bank, n.a. | 32 | 32 | 0.37% | 0.71% | 1.28% | Q4 2015 | Q3 2023 | 32 |
COLDSTREAM CAPITAL MANAGEMENT INC | 23 | 4 | 0.04% | 0.43% | 1.75% | Q2 2015 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.09% | 1.21% | 2.87% | Q4 2015 | Q3 2023 | 32 |
Cornerstone Advisory, LLC | 32 | 32 | 0.04% | 0.10% | 0.21% | Q4 2015 | Q3 2023 | 32 |
LOOMIS SAYLES & CO L P | 13 | 1 | 0.00% | 0.04% | 0.56% | Q2 2013 | Q3 2023 | 32 |
PROFESSIONAL ADVISORY SERVICES INC | 14 | 1 | 0.05% | 0.05% | 0.06% | Q2 2014 | Q3 2023 | 32 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 1.26% | 2.85% | 4.68% | Q4 2015 | Q3 2023 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 0.25% | 0.60% | 0.90% | Q4 2015 | Q3 2023 | 32 |
TOMPKINS FINANCIAL CORP | 22 | 10 | 0.02% | 0.27% | 0.76% | Q4 2015 | Q4 2023 | 32 |
Hillsdale Investment Management Inc. | 32 | 32 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 32 |
Krilogy Financial LLC | 29 | 1 | 0.00% | 0.05% | 0.08% | Q3 2015 | Q1 2023 | 31 |
FAGAN ASSOCIATES, INC. | 31 | 31 | 0.24% | 0.43% | 0.65% | Q1 2016 | Q3 2023 | 31 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 31 | 31 | 0.05% | 0.19% | 0.42% | Q1 2016 | Q3 2023 | 31 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 28 | 1 | 0.01% | 1.42% | 8.78% | Q4 2014 | Q3 2023 | 31 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 31 | 31 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q4 2020 | 31 |
ADIRONDACK TRUST CO | 31 | 31 | 0.00% | 0.10% | 0.14% | Q1 2016 | Q3 2023 | 31 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 29 | 2 | 0.08% | 0.68% | 4.16% | Q2 2013 | Q1 2021 | 31 |
EARNEST PARTNERS LLC | 20 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 31 |
FIRST INTERSTATE BANK | 18 | 3 | 0.01% | 0.04% | 0.07% | Q3 2015 | Q3 2023 | 31 |
WESTWOOD HOLDINGS GROUP INC | 27 | 4 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q3 2023 | 31 |
STEEL GROVE CAPITAL ADVISORS, LLC | 16 | 6 | 0.05% | 0.27% | 0.77% | Q2 2013 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.02% | 0.18% | 0.44% | Q1 2016 | Q3 2023 | 31 |
Rothschild & Co Wealth Management UK Ltd | 31 | 31 | 0.00% | 0.08% | 0.24% | Q1 2014 | Q3 2021 | 31 |
Vision Capital Management, Inc. | 14 | 1 | 0.02% | 0.27% | 0.60% | Q2 2014 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.18% | 0.41% | 0.70% | Q1 2016 | Q3 2023 | 31 |
Apriem Advisors | 17 | 1 | 0.01% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 31 |
Harel Insurance Investments & Financial Services Ltd. | 31 | 31 | 0.00% | 0.02% | 0.11% | Q1 2016 | Q3 2023 | 31 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.64% | 1.02% | Q4 2016 | Q3 2023 | 31 |
Concert Wealth Management Inc. | 16 | 16 | 0.00% | 0.29% | 1.74% | Q2 2013 | Q1 2017 | 31 |
Corundum Group, Inc. | 20 | 11 | 0.47% | 1.10% | 2.30% | Q4 2015 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.05% | 0.44% | Q2 2013 | Q3 2023 | 31 |
Pinnacle Wealth Planning Services, Inc. | 23 | 23 | 0.00% | 0.43% | 2.32% | Q1 2018 | Q3 2023 | 31 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 28 | 1 | 0.04% | 0.08% | 0.12% | Q4 2013 | Q3 2023 | 31 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 30 | 1 | 0.16% | 0.37% | 0.78% | Q2 2015 | Q3 2023 | 31 |
CenterStar Asset Management, LLC | 6 | 1 | 0.00% | 0.23% | 0.96% | Q1 2018 | Q4 2022 | 31 |
Intercontinental Wealth Advisors, LLC | 31 | 31 | 0.34% | 0.86% | 2.27% | Q4 2015 | Q2 2023 | 31 |
Covalent Partners LLC | 6 | 1 | 0.02% | 5.65% | 44.52% | Q3 2013 | Q3 2023 | 31 |
Sand Hill Global Advisors, LLC | 28 | 3 | 0.03% | 5.52% | 8.57% | Q3 2015 | Q3 2023 | 31 |
Iowa State Bank | 31 | 31 | 0.05% | 0.13% | 0.16% | Q2 2015 | Q4 2022 | 31 |
Simmons Bank | 31 | 31 | 0.28% | 0.56% | 1.03% | Q1 2016 | Q3 2023 | 31 |
Frontier Wealth Management LLC | 31 | 31 | 0.04% | 0.47% | 0.70% | Q4 2014 | Q2 2022 | 31 |
Whitegate Investment Counselors, Inc. | 30 | 1 | 0.14% | 0.28% | 0.78% | Q1 2014 | Q3 2023 | 31 |
Sheaff Brock Investment Advisors, LLC | 28 | 3 | 0.03% | 0.04% | 0.07% | Q4 2015 | Q3 2023 | 31 |
Capula Management Ltd | 9 | 1 | 0.00% | 1.04% | 5.19% | Q1 2020 | Q2 2023 | 31 |
Gerber Kawasaki Wealth & Investment Management | 19 | 12 | 0.01% | 0.31% | 1.02% | Q4 2015 | Q3 2023 | 31 |
Integrated Investment Consultants, LLC | 23 | 8 | 0.10% | 0.55% | 1.31% | Q4 2015 | Q3 2023 | 31 |
M Holdings Securities, Inc. | 22 | 3 | 0.10% | 0.53% | 1.41% | Q3 2014 | Q2 2023 | 31 |
Verger Capital Management LLC | 31 | 31 | 1.22% | 2.15% | 3.63% | Q1 2016 | Q3 2023 | 31 |
Sequoia Financial Advisors, LLC | 30 | 30 | 0.05% | 0.69% | 1.90% | Q2 2016 | Q3 2023 | 30 |
ALERUS FINANCIAL NA | 30 | 30 | 0.06% | 3.62% | 5.34% | Q2 2016 | Q3 2023 | 30 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.04% | 0.24% | 0.63% | Q4 2016 | Q3 2023 | 30 |
TRILLIUM ASSET MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 30 |
Main Management LLC | 16 | 3 | 0.01% | 2.76% | 10.11% | Q2 2013 | Q3 2023 | 30 |
VICUS CAPITAL | 27 | 1 | 0.02% | 0.75% | 7.43% | Q2 2013 | Q2 2022 | 30 |
Occidental Asset Management, LLC | 30 | 30 | 0.19% | 0.35% | 0.73% | Q2 2016 | Q3 2023 | 30 |
Homrich & Berg | 30 | 30 | 0.03% | 0.05% | 0.10% | Q2 2014 | Q3 2021 | 30 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 30 | 30 | 0.94% | 1.67% | 4.01% | Q3 2013 | Q4 2020 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.03% | 0.07% | 0.12% | Q1 2016 | Q3 2023 | 30 |
Strategic Wealth Partners Group, LLC | 20 | 9 | 0.00% | 1.81% | 2.70% | Q2 2016 | Q3 2023 | 30 |
Cordasco Financial Network | 27 | 3 | 0.01% | 11.86% | 15.55% | Q3 2014 | Q2 2022 | 30 |
River Wealth Advisors LLC | 30 | 30 | 0.12% | 2.07% | 5.69% | Q2 2016 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 1.17% | 1.94% | 3.34% | Q2 2013 | Q3 2020 | 30 |
Stearns Financial Services Group | 30 | 30 | 0.25% | 2.44% | 4.22% | Q2 2013 | Q3 2020 | 30 |
Horan Securities, Inc. | 22 | 8 | 0.14% | 0.47% | 2.91% | Q1 2016 | Q3 2023 | 30 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.06% | 0.64% | 1.77% | Q2 2013 | Q3 2020 | 30 |
Chanos & Co LP | 15 | 1 | 0.05% | 6.50% | 22.24% | Q4 2013 | Q4 2018 | 30 |
EAGLE GLOBAL ADVISORS LLC | 20 | 1 | 0.01% | 0.04% | 0.18% | Q1 2014 | Q3 2023 | 30 |
Syntal Capital Partners, LLC | 30 | 30 | 0.04% | 3.30% | 9.20% | Q1 2014 | Q2 2021 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.16% | 1.80% | 5.52% | Q2 2016 | Q3 2023 | 30 |
Bison Wealth, LLC | 24 | 2 | 0.07% | 0.19% | 0.36% | Q1 2015 | Q3 2023 | 30 |
WHALEROCK POINT PARTNERS, LLC | 29 | 1 | 0.11% | 0.37% | 0.80% | Q1 2016 | Q3 2023 | 30 |
NEXT Financial Group, Inc | 16 | 14 | 0.01% | 0.13% | 0.28% | Q2 2014 | Q4 2021 | 30 |
Avidian Wealth Solutions, LLC | 20 | 8 | 0.03% | 0.86% | 4.16% | Q1 2016 | Q3 2023 | 30 |
Bristlecone Advisors, LLC | 18 | 3 | 0.07% | 0.21% | 0.43% | Q4 2015 | Q3 2023 | 30 |
NWAM LLC | 29 | 1 | 0.02% | 0.35% | 1.74% | Q2 2015 | Q3 2023 | 30 |
Intersect Capital LLC | 30 | 30 | 1.16% | 1.96% | 2.95% | Q4 2014 | Q1 2022 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.12% | 0.59% | 0.98% | Q2 2016 | Q3 2023 | 30 |
ZACKS INVESTMENT MANAGEMENT | 13 | 1 | 0.00% | 0.03% | 0.20% | Q4 2014 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 1.49% | 1.75% | 2.46% | Q2 2013 | Q3 2020 | 30 |
Cornerstone Wealth Management, LLC | 25 | 1 | 0.08% | 0.18% | 0.34% | Q1 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.11% | 0.73% | 2.77% | Q2 2013 | Q3 2020 | 30 |
Brinker Capital Investments, LLC | 15 | 1 | 0.00% | 0.12% | 0.39% | Q2 2013 | Q4 2022 | 30 |
PALISADE CAPITAL MANAGEMENT, LP | 17 | 1 | 0.01% | 0.67% | 3.85% | Q4 2012 | Q4 2022 | 29 |
MEEDER ASSET MANAGEMENT INC | 22 | 2 | 0.00% | 0.05% | 0.24% | Q2 2013 | Q3 2023 | 29 |
Jacobi Capital Management LLC | 27 | 2 | 0.03% | 1.44% | 2.39% | Q2 2016 | Q3 2023 | 29 |
Gilbert & Cook, Inc. | 28 | 28 | 0.10% | 4.33% | 5.66% | Q4 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.00% | 0.03% | Q4 2013 | Q4 2020 | 29 |
USCA RIA LLC | 29 | 29 | 0.03% | 0.53% | 1.51% | Q2 2013 | Q2 2020 | 29 |
First Personal Financial Services | 28 | 1 | 0.01% | 0.05% | 0.15% | Q2 2016 | Q3 2023 | 29 |
Catalyst Capital Advisors LLC | 29 | 29 | 5.51% | 10.27% | 16.61% | Q3 2016 | Q3 2023 | 29 |
FC Advisory LLC | 14 | 2 | 0.12% | 0.14% | 0.20% | Q1 2015 | Q4 2023 | 29 |
Vigilant Capital Management, LLC | 27 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2022 | 29 |
Roble, Belko & Company, Inc | 28 | 1 | 0.00% | 0.03% | 0.04% | Q1 2015 | Q3 2023 | 29 |
Alaska Permanent Capital Management | 15 | 7 | 0.04% | 0.63% | 16.18% | Q2 2013 | Q4 2020 | 29 |
Mirae Asset Global Investments Co., Ltd. | 23 | 1 | 0.00% | 0.15% | 0.77% | Q4 2011 | Q2 2023 | 29 |
AQR Capital Management | 14 | 3 | 0.00% | 0.04% | 0.30% | Q4 2014 | Q3 2020 | 29 |
PEOPLES BANK /OH | 29 | 29 | 0.15% | 0.30% | 1.13% | Q4 2015 | Q4 2022 | 29 |
SYMMETRY PEAK MANAGEMENT LLC | 4 | 1 | 0.01% | 1.55% | 10.80% | Q3 2013 | Q3 2023 | 29 |
AlphaMark Advisors, LLC | 21 | 8 | 0.00% | 0.44% | 2.10% | Q2 2013 | Q3 2023 | 29 |
IndexIQ Advisors LLC | 21 | 2 | 0.00% | 0.65% | 4.57% | Q2 2013 | Q3 2021 | 29 |
Fiduciary Group LLC | 27 | 2 | 0.06% | 0.09% | 0.12% | Q2 2015 | Q3 2023 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 0.12% | 0.23% | 0.38% | Q3 2016 | Q3 2023 | 29 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 15 | 1 | 0.09% | 2.68% | 5.77% | Q2 2013 | Q3 2023 | 29 |
ExodusPoint Capital Management, LP | 7 | 1 | 0.00% | 0.57% | 2.84% | Q3 2019 | Q3 2023 | 29 |
InterOcean Capital, LLC | 29 | 29 | 0.03% | 0.17% | 1.53% | Q2 2013 | Q2 2020 | 29 |
PANAGORA ASSET MANAGEMENT INC | 20 | 2 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q2 2022 | 29 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.15% | 0.49% | 0.74% | Q4 2015 | Q4 2022 | 29 |
Northeast Financial Consultants Inc | 27 | 2 | 0.08% | 0.28% | 0.57% | Q3 2015 | Q3 2023 | 29 |
Arvest Bank Trust Division | 29 | 29 | 3.22% | 4.62% | 6.34% | Q3 2014 | Q3 2021 | 29 |
Ayalon Insurance Comp Ltd. | 24 | 1 | 0.11% | 0.55% | 2.13% | Q1 2015 | Q3 2023 | 29 |
Arcus Capital Partners, LLC | 28 | 1 | 0.01% | 2.36% | 6.34% | Q4 2015 | Q3 2023 | 29 |
Ausdal Financial Partners, Inc. | 17 | 11 | 0.06% | 0.43% | 2.69% | Q4 2015 | Q3 2023 | 28 |
REDW Wealth LLC | 28 | 28 | 0.09% | 0.25% | 0.51% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.02% | 0.06% | 0.46% | Q1 2016 | Q4 2022 | 28 |
FIRST MERCANTILE TRUST CO | 26 | 2 | 0.33% | 0.61% | 0.92% | Q2 2013 | Q2 2020 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 0.09% | 0.12% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Fragasso Group Inc. | 26 | 2 | 0.09% | 0.30% | 2.76% | Q3 2015 | Q4 2023 | 28 |
Millburn Ridgefield Corp | 28 | 28 | 8.93% | 14.08% | 20.09% | Q4 2016 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.12% | 0.19% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Mandatum Life Insurance Co Ltd | 27 | 1 | 0.03% | 6.40% | 16.51% | Q4 2015 | Q3 2023 | 28 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 8 | 1 | 1.34% | 5.71% | 13.22% | Q2 2013 | Q3 2023 | 28 |
SCOPIA CAPITAL MANAGEMENT LP | 16 | 1 | 1.64% | 4.55% | 10.91% | Q2 2013 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.22% | 0.60% | 1.00% | Q4 2016 | Q3 2023 | 28 |
DONALDSON CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 16 | 4 | 0.01% | 0.07% | 0.19% | Q2 2013 | Q1 2023 | 28 |
EP Wealth Advisors, LLC | 28 | 28 | 0.00% | 0.10% | 0.22% | Q4 2016 | Q3 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 1.55% | 1.90% | 2.53% | Q2 2013 | Q1 2020 | 28 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 28 | 28 | 0.13% | 0.28% | 0.42% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.03% | 0.23% | 0.62% | Q4 2016 | Q3 2023 | 28 |
MAPLELANE CAPITAL, LLC | 3 | 1 | 0.00% | 3.71% | 17.80% | Q3 2013 | Q3 2022 | 28 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.94% | 1.90% | 2.57% | Q4 2016 | Q3 2023 | 28 |
WINTRUST INVESTMENTS LLC | 17 | 11 | 1.90% | 4.09% | 7.02% | Q3 2016 | Q3 2023 | 28 |
Private Capital Management, LLC | 12 | 1 | 0.00% | 0.09% | 0.29% | Q2 2017 | Q3 2023 | 28 |
Elgethun Capital Management | 28 | 28 | 0.22% | 0.37% | 0.64% | Q4 2016 | Q3 2023 | 28 |
MILES CAPITAL, INC. | 28 | 28 | 0.12% | 1.27% | 3.15% | Q2 2013 | Q1 2020 | 28 |
Bruderman Asset Management, LLC | 25 | 3 | 0.34% | 1.04% | 1.54% | Q1 2015 | Q1 2022 | 28 |
DIMENSION CAPITAL MANAGEMENT LLC | 28 | 28 | 0.07% | 1.87% | 4.44% | Q4 2016 | Q3 2023 | 28 |
TIEDEMANN ADVISORS, LLC | 28 | 28 | 0.11% | 0.31% | 0.47% | Q4 2016 | Q3 2023 | 28 |
Sageworth Trust Co | 28 | 28 | 0.00% | 0.61% | 2.19% | Q4 2016 | Q3 2023 | 28 |
Wunderlich Capital Managemnt | 20 | 1 | 0.16% | 0.24% | 0.43% | Q4 2013 | Q3 2023 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.34% | 0.66% | 1.03% | Q4 2016 | Q3 2023 | 28 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 25 | 3 | 0.00% | 0.03% | 0.06% | Q3 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.03% | 0.12% | 0.59% | Q4 2016 | Q3 2023 | 28 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.00% | 0.06% | 0.12% | Q2 2017 | Q3 2023 | 28 |
Maple Capital Management, Inc. | 27 | 1 | 0.03% | 0.11% | 0.15% | Q2 2013 | Q4 2021 | 28 |
Clark Capital Management Group, Inc. | 15 | 1 | 0.00% | 1.00% | 4.10% | Q2 2013 | Q2 2023 | 28 |
THOMPSON DAVIS & CO., INC. | 20 | 8 | 0.00% | 0.86% | 3.19% | Q4 2013 | Q3 2023 | 28 |
Ullmann Wealth Partners Group, LLC | 28 | 28 | 0.06% | 0.20% | 0.43% | Q4 2016 | Q3 2023 | 28 |
FIRST UNITED BANK & TRUST | 23 | 5 | 0.08% | 0.49% | 0.81% | Q2 2013 | Q1 2022 | 28 |
APPLETON PARTNERS INC/MA | 28 | 28 | 0.40% | 0.60% | 0.87% | Q1 2017 | Q4 2023 | 28 |
Circle Wealth Management, LLC | 28 | 28 | 0.16% | 0.60% | 1.31% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.06% | 0.20% | 0.40% | Q4 2016 | Q3 2023 | 28 |
FIDUCIARY TRUST INTERNATIONAL LLC | 15 | 13 | 0.48% | 0.93% | 1.92% | Q2 2013 | Q2 2020 | 28 |
LVW Advisors, LLC | 15 | 13 | 0.27% | 0.86% | 2.20% | Q1 2016 | Q3 2023 | 28 |
Almanack Investment Partners, LLC. | 28 | 28 | 0.06% | 0.28% | 1.62% | Q4 2016 | Q3 2023 | 28 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 3 | 0.15% | 0.67% | 2.76% | Q2 2014 | Q3 2022 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.32% | 0.51% | 0.85% | Q4 2016 | Q3 2023 | 28 |
Avalon Investment & Advisory | 21 | 2 | 0.02% | 0.11% | 0.23% | Q1 2015 | Q1 2023 | 28 |
Charles Schwab Investment Advisory, Inc. | 27 | 1 | 0.00% | 1.53% | 3.83% | Q2 2013 | Q2 2021 | 28 |
Empyrean Capital Partners, LP | 5 | 1 | 0.16% | 3.85% | 13.05% | Q2 2013 | Q2 2023 | 28 |
Stonebridge Capital Advisors LLC | 28 | 28 | 0.11% | 0.17% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.09% | 0.23% | 0.51% | Q4 2016 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.04% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.67% | 1.21% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.09% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Cypress Capital Group | 27 | 1 | 0.05% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 28 |
Cribstone Capital Management, LLC | 27 | 1 | 0.02% | 0.08% | 0.18% | Q4 2015 | Q4 2022 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.16% | 0.19% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Arete Wealth Advisors, LLC | 24 | 2 | 0.03% | 0.24% | 1.84% | Q1 2015 | Q3 2023 | 28 |
Dynamic Advisor Solutions LLC | 23 | 23 | 0.00% | 0.29% | 1.20% | Q1 2018 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.06% | 0.10% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Transform Wealth, LLC | 25 | 3 | 0.04% | 0.34% | 1.72% | Q3 2016 | Q3 2023 | 28 |
Tradewinds Capital Management, LLC | 28 | 28 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q1 2022 | 28 |
JANICZEK WEALTH MANAGEMENT, LLC | 28 | 28 | 0.02% | 3.60% | 11.19% | Q4 2016 | Q3 2023 | 28 |
Riverpoint Wealth Management Holdings, LLC | 28 | 28 | 0.25% | 0.39% | 0.51% | Q4 2016 | Q3 2023 | 28 |
GenTrust, LLC | 28 | 28 | 0.04% | 0.66% | 2.57% | Q4 2016 | Q3 2023 | 28 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 24 | 1 | 0.06% | 0.54% | 1.06% | Q3 2014 | Q3 2023 | 28 |
V Wealth Advisors LLC | 12 | 3 | 0.00% | 0.25% | 0.92% | Q1 2017 | Q3 2023 | 28 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 0.00% | 0.19% | 1.99% | Q4 2017 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 0.19% | 0.24% | 0.27% | Q4 2014 | Q3 2021 | 28 |
Fisher Asset Management, LLC | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Darwin Wealth Management, LLC | 27 | 27 | 0.04% | 0.68% | 4.02% | Q2 2016 | Q4 2022 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.16% | 0.34% | 0.60% | Q2 2015 | Q4 2021 | 27 |
NewEdge Advisors, LLC | 27 | 27 | 0.13% | 0.22% | 0.43% | Q1 2017 | Q3 2023 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.16% | 0.31% | 0.51% | Q1 2017 | Q3 2023 | 27 |
Verity Asset Management, Inc. | 10 | 2 | 0.32% | 1.60% | 4.91% | Q4 2014 | Q4 2022 | 27 |
SIMON QUICK ADVISORS, LLC | 27 | 27 | 0.00% | 1.16% | 7.39% | Q1 2017 | Q3 2023 | 27 |
Moors & Cabot, Inc. | 14 | 13 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.17% | 0.45% | 1.25% | Q2 2013 | Q4 2019 | 27 |
Private Wealth Advisors, Inc. | 27 | 27 | 0.13% | 1.46% | 2.40% | Q2 2013 | Q4 2019 | 27 |
QS Investors, LLC | 27 | 27 | 0.04% | 0.18% | 0.45% | Q4 2014 | Q2 2021 | 27 |
Flaharty Asset Management, LLC | 27 | 27 | 0.08% | 0.17% | 0.28% | Q1 2017 | Q3 2023 | 27 |
NewFocus Financial Group, LLC | 27 | 27 | 0.09% | 0.20% | 0.27% | Q2 2014 | Q4 2020 | 27 |
EASTERN BANK | 27 | 27 | 0.01% | 0.43% | 1.76% | Q4 2016 | Q2 2023 | 27 |
FIRST FINANCIAL CORP /IN/ | 19 | 8 | 0.01% | 0.22% | 0.60% | Q2 2013 | Q1 2022 | 27 |
CIBC BANK USA | 27 | 27 | 0.60% | 5.91% | 8.50% | Q2 2013 | Q4 2019 | 27 |
Argent Trust Co | 27 | 27 | 0.20% | 0.29% | 0.36% | Q1 2017 | Q3 2023 | 27 |
Highland Private Wealth Management | 18 | 9 | 0.10% | 0.94% | 4.39% | Q4 2015 | Q3 2022 | 27 |
GREENLEAF TRUST | 27 | 27 | 0.01% | 0.05% | 0.18% | Q1 2017 | Q3 2023 | 27 |
Confluence Wealth Management LLC | 27 | 27 | 2.28% | 3.25% | 4.72% | Q1 2014 | Q3 2020 | 27 |
CHEMUNG CANAL TRUST CO | 27 | 27 | 0.05% | 0.56% | 1.12% | Q2 2017 | Q4 2023 | 27 |
BBT Capital Management, LLC | 22 | 22 | 0.05% | 0.98% | 5.64% | Q2 2013 | Q3 2018 | 27 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.01% | 0.09% | 0.23% | Q4 2017 | Q3 2023 | 27 |
AllSquare Wealth Management LLC | 25 | 2 | 0.00% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 27 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.21% | 0.42% | Q2 2013 | Q3 2019 | 27 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.04% | 0.66% | Q2 2013 | Q4 2016 | 27 |
ZEKE CAPITAL ADVISORS, LLC | 16 | 10 | 0.02% | 0.63% | 6.18% | Q1 2016 | Q4 2022 | 27 |
Conservest Capital Advisors, Inc. | 27 | 27 | 0.05% | 0.08% | 0.12% | Q1 2017 | Q3 2023 | 27 |
Gladius Capital Management LP | 27 | 27 | 0.12% | 2.08% | 5.80% | Q4 2016 | Q2 2023 | 27 |
DELTA ASSET MANAGEMENT LLC/TN | 17 | 4 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 27 |
Sterling Capital Management LLC | 27 | 27 | 0.01% | 0.02% | 0.08% | Q1 2013 | Q3 2019 | 27 |
SMITH SHELLNUT WILSON LLC /ADV | 21 | 6 | 0.13% | 1.40% | 6.72% | Q4 2016 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.01% | 0.09% | 0.13% | Q1 2017 | Q3 2023 | 27 |
HBK INVESTMENTS L P | 12 | 1 | 0.00% | 0.39% | 2.41% | Q4 2014 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.26% | 0.74% | 2.44% | Q2 2013 | Q4 2019 | 27 |
BerganKDV Wealth Management, LLC | 27 | 27 | 0.03% | 0.08% | 0.41% | Q4 2016 | Q2 2023 | 27 |
Intellectus Partners, LLC | 19 | 8 | 0.01% | 0.23% | 0.43% | Q4 2016 | Q3 2023 | 27 |
PRIVATE MANAGEMENT GROUP INC | 27 | 27 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
WOODMONT INVESTMENT COUNSEL LLC | 17 | 1 | 0.01% | 0.10% | 0.40% | Q2 2015 | Q3 2023 | 27 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 27 | 27 | 0.01% | 0.03% | 0.13% | Q1 2017 | Q3 2023 | 27 |
Meridian Wealth Management, LLC | 27 | 27 | 0.14% | 0.69% | 1.48% | Q1 2017 | Q3 2023 | 27 |
Harvey Partners, LLC | 4 | 1 | 0.22% | 6.86% | 21.24% | Q3 2013 | Q3 2023 | 26 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 7 | 1 | 0.13% | 7.89% | 19.07% | Q4 2013 | Q3 2023 | 26 |
Sunbelt Securities, Inc. | 25 | 1 | 0.03% | 0.30% | 0.85% | Q4 2016 | Q3 2023 | 26 |
FIRST FOUNDATION ADVISORS | 12 | 1 | 0.01% | 0.17% | 0.97% | Q2 2014 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.21% | 0.43% | 0.66% | Q2 2013 | Q3 2019 | 26 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.04% | 0.07% | 0.17% | Q2 2017 | Q2 2023 | 26 |
LYELL WEALTH MANAGEMENT, LP | 14 | 12 | 0.12% | 1.11% | 2.24% | Q4 2016 | Q3 2023 | 26 |
Crescent Grove Advisors, LLC | 26 | 26 | 0.10% | 0.42% | 0.77% | Q2 2017 | Q3 2023 | 26 |
Brookstone Capital Management | 24 | 2 | 0.00% | 0.13% | 1.25% | Q2 2015 | Q3 2023 | 26 |
Parkside Investments, LLC | 26 | 26 | 0.20% | 6.74% | 10.40% | Q2 2017 | Q3 2023 | 26 |
AFT, FORSYTH & COMPANY, INC. | 24 | 2 | 0.28% | 0.38% | 0.47% | Q2 2013 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.12% | 0.40% | 0.78% | Q2 2017 | Q3 2023 | 26 |
Sage Capital Advisors,llc | 26 | 26 | 0.41% | 0.66% | 1.24% | Q2 2017 | Q3 2023 | 26 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 26 | 26 | 0.00% | 0.91% | 22.86% | Q2 2017 | Q3 2023 | 26 |
IBERIABANK CORP | 19 | 3 | 0.12% | 0.47% | 1.18% | Q3 2013 | Q2 2020 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 26 |
Israel Discount Bank of New York | 17 | 9 | 1.17% | 1.81% | 2.56% | Q1 2017 | Q3 2023 | 26 |
FISHMAN JAY A LTD/MI | 13 | 5 | 0.02% | 0.08% | 0.13% | Q2 2013 | Q4 2021 | 26 |
Capital Investment Advisors, LLC | 15 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2023 | 26 |
Itau Unibanco Holding S.A. | 16 | 1 | 0.09% | 0.54% | 1.75% | Q2 2016 | Q3 2023 | 26 |
Carlson Capital Management | 26 | 26 | 0.02% | 0.07% | 0.13% | Q2 2017 | Q3 2023 | 26 |
Alpha Cubed Investments, LLC | 15 | 4 | 0.03% | 0.18% | 0.34% | Q4 2014 | Q1 2022 | 26 |
Rinet Co LLC | 26 | 26 | 1.57% | 2.12% | 3.64% | Q2 2015 | Q3 2021 | 26 |
BARINGS LLC | 11 | 1 | 0.01% | 1.46% | 14.52% | Q1 2014 | Q1 2022 | 26 |
ALLSTATE CORP | 17 | 1 | 0.01% | 1.80% | 9.78% | Q2 2013 | Q2 2023 | 26 |
Paracle Advisors, LLC | 19 | 7 | 0.36% | 0.66% | 1.19% | Q3 2014 | Q1 2021 | 26 |
CHILTON CAPITAL MANAGEMENT LLC | 23 | 3 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 26 |
Personal Capital Advisors Corp | 24 | 2 | 0.03% | 4.62% | 6.01% | Q1 2014 | Q4 2022 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.27% | 0.97% | 1.76% | Q2 2013 | Q3 2019 | 26 |
Proficio Capital Partners LLC | 18 | 2 | 0.05% | 0.34% | 0.88% | Q4 2015 | Q3 2023 | 26 |
Abbot Financial Management, Inc. | 26 | 26 | 0.33% | 1.29% | 2.03% | Q2 2017 | Q3 2023 | 26 |
Beaton Management Co. Inc. | 26 | 26 | 0.21% | 0.27% | 0.34% | Q2 2017 | Q3 2023 | 26 |
Brown Advisory Securities, LLC | 11 | 3 | 0.05% | 0.15% | 0.34% | Q2 2013 | Q4 2021 | 26 |
Garde Capital, Inc. | 24 | 1 | 0.06% | 0.16% | 0.22% | Q4 2014 | Q3 2023 | 26 |
GM Advisory Group, LLC | 13 | 1 | 0.04% | 0.10% | 0.37% | Q1 2014 | Q3 2023 | 26 |
Ironwood Financial, llc | 22 | 4 | 0.00% | 0.15% | 0.42% | Q4 2014 | Q3 2023 | 26 |
PINNACLE FINANCIAL PARTNERS INC | 26 | 26 | 0.24% | 0.46% | 0.72% | Q2 2017 | Q3 2023 | 26 |
Penobscot Investment Management Company, Inc. | 14 | 1 | 0.05% | 0.07% | 0.13% | Q2 2015 | Q3 2023 | 26 |
Ulysses Management LLC | 18 | 1 | 0.80% | 14.67% | 34.35% | Q2 2013 | Q3 2022 | 26 |
COMPTON CAPITAL MANAGEMENT INC /RI | 23 | 3 | 0.09% | 0.34% | 0.83% | Q4 2013 | Q4 2022 | 26 |
KING LUTHER CAPITAL MANAGEMENT CORP | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 26 |
Shay Capital LLC | 12 | 12 | 0.00% | 0.45% | 1.65% | Q4 2020 | Q3 2023 | 26 |
Miller Investment Management, LP | 20 | 2 | 0.06% | 0.78% | 2.74% | Q1 2015 | Q3 2023 | 26 |
Cerity Partners LLC | 25 | 1 | 0.22% | 0.91% | 1.48% | Q1 2017 | Q3 2023 | 26 |
PATHSTONE FAMILY OFFICE, LLC | 22 | 1 | 0.01% | 0.33% | 1.20% | Q2 2013 | Q3 2023 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
RPG Investment Advisory, LLC | 26 | 26 | 0.00% | 0.22% | 1.12% | Q2 2017 | Q3 2023 | 26 |
Migdal Insurance & Financial Holdings Ltd. | 17 | 9 | 0.00% | 1.42% | 6.92% | Q4 2016 | Q3 2023 | 26 |
MPS Loria Financial Planners, LLC | 26 | 26 | 0.76% | 9.49% | 16.70% | Q2 2017 | Q3 2023 | 26 |
Filament LLC | 26 | 26 | 0.13% | 0.40% | 0.60% | Q2 2013 | Q3 2019 | 26 |
Bridgeworth, LLC | 23 | 3 | 0.03% | 0.25% | 0.58% | Q4 2016 | Q3 2023 | 26 |
IRON Financial LLC | 25 | 1 | 0.11% | 0.43% | 2.37% | Q4 2013 | Q4 2020 | 26 |
CABOT WEALTH MANAGEMENT INC | 10 | 1 | 0.03% | 0.08% | 0.76% | Q4 2014 | Q2 2023 | 26 |
EVERGREEN CAPITAL MANAGEMENT LLC | 25 | 25 | 0.04% | 0.13% | 0.23% | Q3 2017 | Q3 2023 | 25 |
Radnor Capital Management, LLC | 19 | 1 | 0.36% | 0.45% | 0.75% | Q4 2016 | Q3 2023 | 25 |
OXFORD FINANCIAL GROUP, LTD. LLC | 25 | 25 | 0.04% | 0.19% | 0.53% | Q3 2017 | Q3 2023 | 25 |
COWEN INC. | 22 | 22 | 0.01% | 3.80% | 10.06% | Q1 2013 | Q2 2018 | 25 |
GW&K Investment Management, LLC | 18 | 1 | 0.01% | 0.17% | 0.63% | Q4 2013 | Q3 2023 | 25 |
Lourd Capital, LLC | 25 | 25 | 0.16% | 0.26% | 0.57% | Q2 2013 | Q2 2019 | 25 |
Merriman Wealth Management, LLC | 25 | 25 | 0.12% | 1.52% | 4.90% | Q3 2017 | Q3 2023 | 25 |
Edgestream Partners, L.P. | 13 | 1 | 0.05% | 0.48% | 3.24% | Q2 2014 | Q3 2023 | 25 |
CPWM, LLC | 19 | 1 | 0.24% | 0.43% | 0.83% | Q4 2011 | Q3 2022 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 1.66% | 3.86% | 4.76% | Q2 2013 | Q2 2019 | 25 |
NIXON PEABODY TRUST CO | 22 | 3 | 0.18% | 0.38% | 0.76% | Q4 2015 | Q4 2022 | 25 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.10% | 0.79% | 1.53% | Q1 2018 | Q3 2023 | 25 |
Pictet North America Advisors SA | 16 | 1 | 0.03% | 0.79% | 6.06% | Q4 2013 | Q3 2023 | 25 |
Atlas Brown,Inc. | 12 | 1 | 0.07% | 0.24% | 0.48% | Q2 2013 | Q3 2023 | 25 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.03% | 0.82% | 2.52% | Q4 2014 | Q3 2023 | 25 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 25 | 25 | 0.09% | 0.15% | 0.24% | Q2 2013 | Q2 2019 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.02% | 0.15% | 0.38% | Q1 2015 | Q1 2021 | 25 |
RWA WEALTH PARTNERS, LLC | 12 | 1 | 0.01% | 0.05% | 0.29% | Q1 2017 | Q3 2023 | 25 |
Virtu Financial LLC | 13 | 1 | 0.02% | 2.60% | 14.18% | Q2 2013 | Q3 2019 | 25 |
COBIZ WEALTH, LLC | 25 | 25 | 0.04% | 0.10% | 0.20% | Q2 2013 | Q2 2019 | 25 |
American Investment Services, Inc. | 25 | 25 | 0.08% | 0.17% | 0.23% | Q3 2017 | Q3 2023 | 25 |
DIVIDEND ASSETS CAPITAL, LLC | 18 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 25 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 6 | 0.02% | 0.15% | 0.24% | Q2 2013 | Q2 2021 | 25 |
Lyons Wealth Management, LLC. | 9 | 5 | 0.00% | 2.31% | 13.16% | Q2 2013 | Q4 2019 | 25 |
Bryn Mawr Capital Management, LLC | 25 | 25 | 0.19% | 0.45% | 0.92% | Q3 2017 | Q3 2023 | 25 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 15 | 1 | 0.00% | 0.02% | 0.07% | Q4 2014 | Q3 2022 | 25 |
MARSHALL & SULLIVAN INC /WA/ | 21 | 2 | 10.27% | 11.61% | 14.14% | Q1 2017 | Q3 2023 | 25 |
Legacy Advisors, LLC | 21 | 2 | 0.06% | 0.46% | 0.98% | Q4 2016 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.48% | 0.76% | 1.06% | Q2 2017 | Q2 2023 | 25 |
Vivaldi Capital Management LP | 24 | 1 | 0.34% | 0.84% | 2.10% | Q1 2017 | Q3 2023 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 0.04% | 0.19% | 0.46% | Q3 2017 | Q3 2023 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.10% | 0.14% | 0.27% | Q4 2016 | Q4 2022 | 25 |
Shepherd Financial Partners LLC | 14 | 11 | 0.04% | 0.52% | 1.28% | Q4 2016 | Q3 2023 | 25 |
D L CARLSON INVESTMENT GROUP INC | 14 | 11 | 0.06% | 0.22% | 0.87% | Q2 2017 | Q3 2023 | 25 |
PERRITT CAPITAL MANAGEMENT INC | 20 | 4 | 0.01% | 0.16% | 0.33% | Q1 2015 | Q3 2023 | 24 |
Private Wealth Group, LLC | 24 | 24 | 0.90% | 2.03% | 4.89% | Q4 2017 | Q3 2023 | 24 |
Eldridge Investment Advisors, Inc. | 24 | 24 | 0.64% | 1.11% | 1.73% | Q4 2017 | Q3 2023 | 24 |
McCollum Christoferson Group LLC | 24 | 24 | 0.08% | 0.18% | 0.32% | Q4 2017 | Q3 2023 | 24 |
LAKE STREET ADVISORS GROUP, LLC | 24 | 24 | 0.20% | 0.41% | 0.73% | Q4 2017 | Q3 2023 | 24 |
Trellis Advisors, LLC | 24 | 24 | 0.14% | 0.22% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Parisi Gray Wealth Management | 24 | 24 | 0.12% | 1.90% | 3.93% | Q4 2017 | Q3 2023 | 24 |
Sawyer & Company, Inc | 24 | 24 | 0.02% | 0.04% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Fluent Financial, LLC | 24 | 24 | 0.64% | 2.99% | 6.80% | Q4 2017 | Q3 2023 | 24 |
SimpliFi, Inc. | 24 | 24 | 5.63% | 7.26% | 12.54% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.14% | 0.78% | 1.42% | Q4 2017 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 0.23% | 0.34% | 0.54% | Q4 2017 | Q3 2023 | 24 |
Sowell Financial Services LLC | 10 | 2 | 0.18% | 0.59% | 1.06% | Q4 2016 | Q3 2023 | 24 |
Heritage Wealth Advisors | 24 | 24 | 0.06% | 3.97% | 8.89% | Q4 2017 | Q3 2023 | 24 |
Winning Points Advisors, LLC | 24 | 24 | 1.90% | 4.68% | 6.73% | Q4 2016 | Q3 2022 | 24 |
Balentine LLC | 9 | 2 | 0.00% | 0.48% | 6.13% | Q3 2015 | Q3 2023 | 24 |
CHEMICAL BANK | 24 | 24 | 0.11% | 0.25% | 0.35% | Q3 2013 | Q2 2019 | 24 |
Banco Santander, S.A. | 21 | 3 | 0.01% | 0.10% | 0.24% | Q3 2017 | Q3 2023 | 24 |
Fernwood Investment Management, LLC | 24 | 24 | 0.87% | 1.24% | 1.66% | Q4 2017 | Q3 2023 | 24 |
Harrington Investments, INC | 24 | 24 | 0.24% | 0.33% | 0.44% | Q4 2017 | Q3 2023 | 24 |
COOPER/HAIMS ADVISORS, LLC | 24 | 24 | 0.35% | 0.49% | 0.62% | Q4 2017 | Q3 2023 | 24 |
Addenda Capital Inc. | 24 | 24 | 0.02% | 0.17% | 0.25% | Q4 2017 | Q3 2023 | 24 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q4 2016 | 24 |
Vista Private Wealth Partners. LLC | 21 | 3 | 0.20% | 0.34% | 0.58% | Q3 2017 | Q3 2023 | 24 |
SeaBridge Investment Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2020 | 24 |
Orgel Wealth Management, LLC | 11 | 2 | 0.01% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 24 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 0.93% | 1.29% | 1.56% | Q4 2015 | Q3 2021 | 24 |
Cliffwater LLC | 24 | 24 | 0.07% | 0.77% | 3.70% | Q4 2017 | Q3 2023 | 24 |
EAGLE BOSTON INVESTMENT MANAGEMENT INC | 24 | 24 | 0.14% | 0.94% | 1.62% | Q2 2013 | Q1 2019 | 24 |
Waldron Private Wealth LLC | 24 | 24 | 0.04% | 0.09% | 0.20% | Q4 2017 | Q3 2023 | 24 |
FCG ADVISORS, LLC | 24 | 24 | 0.22% | 0.35% | 0.66% | Q4 2014 | Q3 2020 | 24 |
Alpha Omega Wealth Management LLC | 12 | 1 | 0.03% | 0.06% | 0.10% | Q4 2016 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.11% | 2.32% | 4.22% | Q4 2017 | Q3 2023 | 24 |
Abacus Planning Group, Inc. | 24 | 24 | 0.53% | 1.09% | 3.78% | Q4 2017 | Q3 2023 | 24 |
UNITED BANK | 24 | 24 | 0.06% | 0.13% | 0.28% | Q4 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.05% | 0.10% | 0.15% | Q4 2017 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.02% | 0.08% | 0.20% | Q2 2013 | Q1 2019 | 24 |
Capital Planning Advisors, LLC | 12 | 1 | 0.05% | 0.14% | 0.26% | Q1 2017 | Q3 2023 | 24 |
THOMPSON SIEGEL & WALMSLEY LLC | 21 | 1 | 0.00% | 0.07% | 0.14% | Q3 2015 | Q3 2023 | 24 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 21 | 1 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2021 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.01% | 2.57% | 5.40% | Q4 2017 | Q3 2023 | 24 |
Palisade Asset Management, LLC | 24 | 24 | 0.78% | 1.01% | 1.24% | Q4 2017 | Q3 2023 | 24 |
GRIMES & COMPANY, INC. | 23 | 1 | 0.02% | 0.70% | 6.20% | Q2 2015 | Q3 2023 | 24 |
CHURCHILL MANAGEMENT Corp | 10 | 1 | 0.06% | 1.21% | 4.62% | Q2 2013 | Q1 2023 | 24 |
Corient Capital Partners, LLC | 24 | 24 | 0.08% | 0.13% | 0.23% | Q3 2016 | Q2 2022 | 24 |
CSS LLC/IL | 8 | 1 | 0.01% | 0.11% | 0.63% | Q4 2013 | Q3 2023 | 24 |
United Asset Strategies, Inc. | 8 | 1 | 0.03% | 0.40% | 1.58% | Q2 2013 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.19% | 0.27% | 0.32% | Q4 2017 | Q3 2023 | 24 |
PICTON MAHONEY ASSET MANAGEMENT | 23 | 23 | 0.00% | 0.02% | 0.20% | Q1 2018 | Q3 2023 | 24 |
WILLIAMS JONES & ASSOCIATES LLC | 24 | 24 | 0.02% | 0.07% | 0.16% | Q3 2013 | Q2 2019 | 24 |
Bangor Savings Bank | 12 | 1 | 0.03% | 0.06% | 0.14% | Q3 2013 | Q3 2023 | 24 |
Winthrop Advisory Group LLC | 24 | 24 | 0.07% | 0.25% | 0.61% | Q4 2017 | Q3 2023 | 24 |
jvl associates llc | 24 | 24 | 0.64% | 1.08% | 1.51% | Q4 2017 | Q3 2023 | 24 |
Vantage Financial Partners Ltd., Inc. | 24 | 24 | 0.15% | 4.19% | 7.00% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.29% | 0.88% | 2.92% | Q4 2017 | Q3 2023 | 24 |
Poplar Forest Capital LLC | 23 | 1 | 0.03% | 0.06% | 0.10% | Q1 2015 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.08% | 0.22% | 0.62% | Q4 2017 | Q3 2023 | 24 |
Howard Capital Management Inc. | 24 | 24 | 0.93% | 3.24% | 13.85% | Q4 2017 | Q3 2023 | 24 |
Corrigan Financial, Inc. | 17 | 1 | 0.07% | 0.18% | 0.27% | Q4 2015 | Q1 2022 | 24 |
Rossmore Private Capital | 24 | 24 | 0.78% | 1.40% | 3.55% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.04% | 0.22% | 0.67% | Q4 2017 | Q3 2023 | 24 |
Paulson Wealth Management Inc. | 24 | 24 | 2.19% | 6.64% | 8.96% | Q4 2017 | Q3 2023 | 24 |
Ellenbecker Investment Group | 24 | 24 | 0.27% | 0.53% | 0.94% | Q4 2017 | Q3 2023 | 24 |
Silverleafe Capital Partners, LLC | 14 | 9 | 0.04% | 1.79% | 6.75% | Q4 2017 | Q4 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.21% | 0.31% | 0.46% | Q4 2017 | Q3 2023 | 24 |
All Terrain Financial Advisors, LLC | 24 | 24 | 2.89% | 4.70% | 7.16% | Q4 2017 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.08% | 0.15% | 0.22% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.03% | 0.19% | Q4 2017 | Q3 2023 | 24 |
FIRST TRUST ADVISORS LP | 15 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 24 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24 | 24 | 0.12% | 0.37% | 1.33% | Q4 2017 | Q3 2023 | 24 |
SYM FINANCIAL Corp | 24 | 24 | 0.01% | 0.06% | 0.71% | Q4 2017 | Q3 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 0.31% | 0.40% | 0.46% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.01% | 0.20% | 0.40% | Q4 2017 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.03% | 0.91% | 1.65% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.33% | 0.61% | 1.14% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Crewe Advisors LLC | 24 | 24 | 1.56% | 3.64% | 5.98% | Q4 2017 | Q3 2023 | 24 |
Seelaus Asset Management LLC | 24 | 24 | 0.16% | 0.31% | 0.71% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.02% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 0.35% | 0.54% | 0.95% | Q4 2017 | Q3 2023 | 24 |
Holistic Financial Partners | 24 | 24 | 1.91% | 3.65% | 8.36% | Q4 2017 | Q3 2023 | 24 |
Heritage Trust Co | 16 | 1 | 0.03% | 0.07% | 0.11% | Q2 2017 | Q3 2023 | 24 |
Spence Asset Management | 24 | 24 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Ballew Advisors, Inc | 24 | 24 | 0.44% | 0.56% | 0.87% | Q4 2017 | Q3 2023 | 24 |
Stordahl Capital Management, Inc. | 24 | 24 | 1.47% | 2.13% | 2.65% | Q4 2017 | Q3 2023 | 24 |
Nicollet Investment Management, Inc. | 24 | 24 | 0.13% | 0.29% | 0.49% | Q4 2017 | Q3 2023 | 24 |
MEITAV INVESTMENT HOUSE LTD | 19 | 4 | 0.01% | 0.12% | 0.37% | Q4 2017 | Q3 2023 | 23 |
Clear Harbor Asset Management, LLC | 5 | 1 | 0.00% | 1.05% | 18.27% | Q2 2013 | Q3 2021 | 23 |
Hutchin Hill Capital, LP | 9 | 2 | 0.01% | 1.00% | 3.61% | Q2 2013 | Q4 2017 | 23 |
ROCKY MOUNTAIN ADVISERS, LLC | 23 | 23 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.19% | 0.27% | 0.35% | Q4 2017 | Q2 2023 | 23 |
L & S Advisors Inc | 22 | 1 | 0.04% | 0.29% | 1.77% | Q2 2016 | Q3 2023 | 23 |
Linscomb & Williams, Inc. | 23 | 23 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 23 |
Aldebaran Financial Inc. | 23 | 23 | 0.71% | 1.07% | 1.74% | Q2 2016 | Q4 2021 | 23 |
FULLER & THALER ASSET MANAGEMENT, INC. | 20 | 3 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 23 |
Joel Isaacson & Co., LLC | 12 | 11 | 0.00% | 0.04% | 0.15% | Q1 2014 | Q3 2023 | 23 |
Quadrant Capital Management, LLC | 23 | 23 | 0.56% | 0.82% | 2.20% | Q2 2014 | Q4 2019 | 23 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 2 | 0.00% | 0.06% | 0.23% | Q2 2018 | Q3 2023 | 23 |
RPg Family Wealth Advisory, LLC | 15 | 4 | 0.02% | 0.34% | 0.90% | Q2 2017 | Q2 2023 | 23 |
Serengeti Asset Management LP | 8 | 3 | 0.82% | 6.48% | 16.04% | Q2 2013 | Q4 2019 | 23 |
BigSur Wealth Management LLC | 23 | 23 | 0.08% | 0.82% | 2.05% | Q1 2018 | Q3 2023 | 23 |
AMERICAN CENTURY COMPANIES INC | 19 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 23 |
HRT FINANCIAL LP | 12 | 5 | 0.07% | 1.65% | 4.92% | Q1 2017 | Q3 2023 | 23 |
USAdvisors Wealth Management, LLC | 12 | 11 | 0.07% | 0.70% | 1.43% | Q4 2017 | Q3 2023 | 23 |
Gemmer Asset Management LLC | 21 | 2 | 0.00% | 0.04% | 0.05% | Q3 2014 | Q3 2023 | 23 |
Capital Advisory Group Advisory Services, LLC | 23 | 23 | 1.43% | 3.00% | 6.64% | Q1 2018 | Q3 2023 | 23 |
WEALTHSOURCE PARTNERS, LLC | 20 | 3 | 0.04% | 0.23% | 0.75% | Q1 2016 | Q3 2023 | 23 |
LCNB CORP | 21 | 2 | 0.26% | 0.38% | 0.46% | Q4 2017 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.14% | 0.26% | 0.44% | Q1 2018 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 1.10% | 1.34% | 1.69% | Q1 2018 | Q3 2023 | 23 |
Well Done, LLC | 16 | 7 | 0.05% | 0.18% | 0.38% | Q4 2017 | Q3 2023 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.04% | 0.07% | 0.11% | Q1 2018 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.14% | 0.20% | 0.25% | Q1 2018 | Q3 2023 | 23 |
Truepoint, Inc. | 8 | 1 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 23 |
MainStreet Investment Advisors LLC | 18 | 5 | 0.08% | 0.14% | 0.19% | Q4 2017 | Q3 2023 | 23 |
Covenant Multifamily Offices, LLC | 14 | 1 | 0.00% | 0.60% | 5.02% | Q4 2013 | Q3 2021 | 23 |
Focused Wealth Management, Inc | 12 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 23 |
Hartford Financial Management Inc. | 22 | 1 | 0.01% | 0.03% | 0.04% | Q3 2017 | Q3 2023 | 23 |
HL FINANCIAL SERVICES LLC | 18 | 5 | 0.16% | 0.33% | 0.62% | Q2 2013 | Q1 2019 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.14% | 2.09% | 4.32% | Q4 2017 | Q2 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.52% | 1.58% | 5.21% | Q2 2013 | Q4 2018 | 23 |
Gradient Capital Advisors, LLC | 14 | 9 | 0.12% | 0.24% | 0.41% | Q4 2017 | Q3 2023 | 23 |
Mosaic Family Wealth, LLC | 19 | 4 | 0.02% | 0.10% | 0.15% | Q4 2015 | Q3 2021 | 23 |
CAPITAL CITY TRUST CO/FL | 23 | 23 | 0.47% | 0.62% | 1.19% | Q2 2013 | Q4 2018 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.01% | 0.04% | 0.06% | Q4 2016 | Q2 2022 | 23 |
CEDAR HILL ASSOCIATES, LLC | 23 | 23 | 0.05% | 0.40% | 2.47% | Q2 2013 | Q4 2018 | 23 |
MACQUARIE GROUP LTD | 9 | 1 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 23 |
Leonetti & Associates, LLC | 23 | 23 | 5.31% | 11.40% | 18.07% | Q2 2013 | Q4 2018 | 23 |
Doyle Wealth Management | 23 | 23 | 0.04% | 0.06% | 0.11% | Q1 2017 | Q3 2022 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.28% | 1.11% | 1.93% | Q2 2013 | Q4 2018 | 23 |
Stillwater Capital Advisors, LLC | 14 | 1 | 0.05% | 0.07% | 0.10% | Q2 2017 | Q3 2023 | 23 |
Archon Capital Management LLC | 10 | 1 | 6.81% | 22.26% | 52.32% | Q1 2016 | Q3 2023 | 23 |
EXANE DERIVATIVES | 14 | 1 | 0.01% | 0.07% | 0.22% | Q4 2014 | Q2 2022 | 23 |
First Washington CORP | 22 | 22 | 0.05% | 0.07% | 0.09% | Q3 2016 | Q4 2021 | 22 |
West Branch Capital LLC | 22 | 22 | 0.08% | 0.26% | 0.51% | Q2 2018 | Q3 2023 | 22 |
PFG Advisors | 17 | 5 | 0.10% | 0.32% | 0.75% | Q4 2017 | Q3 2023 | 22 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 20 | 1 | 0.63% | 9.44% | 26.80% | Q3 2015 | Q3 2021 | 22 |
Fiduciary Trust Co International of Pennsylvania | 17 | 1 | 0.85% | 1.32% | 2.33% | Q2 2013 | Q1 2020 | 22 |
Venturi Wealth Management, LLC | 20 | 2 | 0.05% | 0.16% | 0.77% | Q3 2016 | Q3 2023 | 22 |
PRIVATE ASSET MANAGEMENT INC | 22 | 22 | 0.09% | 0.14% | 0.29% | Q2 2018 | Q3 2023 | 22 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 18 | 4 | 0.37% | 4.00% | 9.08% | Q2 2013 | Q1 2019 | 22 |
Deer Park Road Corp | 12 | 10 | 1.40% | 12.23% | 28.28% | Q1 2018 | Q3 2023 | 22 |
Capital Asset Advisory Services LLC | 22 | 22 | 0.03% | 0.17% | 0.66% | Q2 2018 | Q3 2023 | 22 |
BAR HARBOR TRUST SERVICES | 14 | 8 | 0.00% | 0.16% | 0.34% | Q4 2016 | Q2 2022 | 22 |
USA FINANCIAL FORMULAS | 11 | 3 | 0.00% | 0.28% | 0.84% | Q4 2017 | Q3 2023 | 22 |
NOESIS CAPITAL MANGEMENT CORP | 8 | 7 | 0.06% | 0.10% | 0.19% | Q2 2013 | Q4 2021 | 22 |
Timber Hill LLC | 17 | 1 | 0.02% | 5.58% | 33.99% | Q2 2013 | Q3 2019 | 22 |
Certified Advisory Corp | 11 | 11 | 0.08% | 0.48% | 1.18% | Q4 2017 | Q3 2023 | 22 |
SigFig Wealth Management, LLC | 22 | 22 | 0.04% | 0.13% | 0.36% | Q2 2018 | Q3 2023 | 22 |
FULTON BREAKEFIELD BROENNIMAN LLC | 22 | 22 | 1.83% | 2.33% | 2.75% | Q2 2018 | Q3 2023 | 22 |
Country Club Trust Company, n.a. | 9 | 1 | 0.03% | 0.44% | 1.00% | Q1 2015 | Q4 2021 | 22 |
Capital Investment Advisory Services, LLC | 22 | 22 | 0.06% | 0.12% | 0.26% | Q2 2018 | Q3 2023 | 22 |
Western Wealth Management, LLC | 11 | 8 | 0.00% | 0.40% | 0.99% | Q4 2018 | Q3 2023 | 22 |
Harvest Capital Strategies LLC | 14 | 2 | 0.77% | 29.23% | 59.83% | Q2 2013 | Q4 2018 | 22 |
GERMAN AMERICAN BANCORP, INC. | 22 | 22 | 4.71% | 5.55% | 6.48% | Q2 2018 | Q3 2023 | 22 |
WealthShield Partners, LLC | 12 | 2 | 0.03% | 0.18% | 0.56% | Q4 2017 | Q3 2023 | 22 |
SHEPHERD KAPLAN KROCHUK, LLC | 11 | 6 | 0.06% | 0.18% | 0.34% | Q2 2013 | Q3 2018 | 22 |
Baugh & Associates, LLC | 13 | 9 | 0.18% | 0.20% | 0.24% | Q4 2017 | Q2 2023 | 22 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 10 | 3 | 2.10% | 4.46% | 8.27% | Q4 2013 | Q4 2019 | 22 |
FINANCIAL LIFE ADVISORS | 13 | 9 | 0.11% | 0.26% | 0.64% | Q4 2017 | Q3 2023 | 22 |
DUPONT CAPITAL MANAGEMENT CORP | 13 | 1 | 0.01% | 0.26% | 1.07% | Q2 2014 | Q2 2023 | 22 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.16% | 0.30% | Q2 2013 | Q4 2016 | 22 |
StoneX Group Inc. | 19 | 3 | 0.07% | 0.33% | 0.58% | Q2 2017 | Q3 2023 | 22 |
Lavaca Capital LLC | 11 | 11 | 0.12% | 2.86% | 12.74% | Q1 2020 | Q3 2022 | 22 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 8 | 1 | 0.07% | 1.72% | 7.51% | Q2 2013 | Q3 2019 | 22 |
Granite Investment Partners, LLC | 15 | 1 | 0.01% | 0.19% | 1.23% | Q4 2014 | Q3 2023 | 22 |
WealthPLAN Partners, LLC | 6 | 1 | 0.01% | 0.09% | 0.44% | Q1 2015 | Q4 2023 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.12% | 0.29% | 0.65% | Q2 2018 | Q3 2023 | 22 |
Smith & Howard Wealth Management, LLC | 20 | 1 | 0.00% | 1.03% | 1.66% | Q4 2013 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.60% | 0.80% | 1.25% | Q2 2018 | Q3 2023 | 22 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 14 | 1 | 0.02% | 0.05% | 0.08% | Q2 2014 | Q3 2023 | 22 |
SevenBridge Financial Group, LLC | 15 | 7 | 0.04% | 0.08% | 0.13% | Q2 2016 | Q4 2021 | 22 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 14 | 1 | 0.00% | 0.03% | 0.15% | Q2 2013 | Q1 2019 | 22 |
Ironwood Investment Counsel, LLC | 18 | 4 | 0.07% | 0.14% | 0.28% | Q4 2016 | Q3 2023 | 22 |
RETIREMENT INCOME SOLUTIONS, INC | 12 | 10 | 0.07% | 0.31% | 0.70% | Q4 2017 | Q3 2023 | 22 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.02% | 0.49% | 2.63% | Q3 2013 | Q1 2023 | 22 |
ELLIOTT MANAGEMENT CORP | 11 | 1 | 0.48% | 2.65% | 8.33% | Q2 2013 | Q1 2019 | 21 |
ALTFEST L J & CO INC | 20 | 1 | 0.04% | 0.15% | 0.22% | Q3 2015 | Q4 2021 | 21 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.03% | 1.60% | 11.70% | Q4 2013 | Q4 2022 | 21 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 21 | 21 | 2.44% | 4.09% | 5.27% | Q3 2018 | Q3 2023 | 21 |
Hanson & Doremus Investment Management | 18 | 3 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2019 | 21 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 21 | 21 | 0.73% | 2.65% | 4.06% | Q4 2017 | Q4 2022 | 21 |
LeJeune Puetz Investment Counsel LLC | 12 | 4 | 0.05% | 0.06% | 0.07% | Q3 2017 | Q1 2023 | 21 |
TEACHERS ADVISORS, LLC | 21 | 21 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q2 2018 | 21 |
Belpointe Asset Management LLC | 18 | 3 | 0.16% | 0.49% | 1.28% | Q2 2018 | Q3 2023 | 21 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 11 | 4 | 0.00% | 0.30% | 0.88% | Q2 2013 | Q2 2019 | 21 |
Soros Fund Management | 5 | 1 | 0.40% | 2.91% | 11.18% | Q2 2013 | Q3 2023 | 21 |
Sepio Capital, LP | 17 | 1 | 0.08% | 0.26% | 0.76% | Q1 2019 | Q3 2023 | 21 |
Windsor Wealth Management, Inc. | 14 | 7 | 0.05% | 0.46% | 2.14% | Q2 2018 | Q3 2023 | 21 |
SeaCrest Wealth Management, LLC | 21 | 21 | 0.06% | 0.12% | 0.19% | Q4 2017 | Q4 2022 | 21 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 14 | 7 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q3 2023 | 21 |
Jaffetilchin Investment Partners, LLC | 11 | 5 | 0.04% | 0.48% | 2.42% | Q2 2013 | Q3 2023 | 21 |
Russell Investments Group, Ltd. | 21 | 21 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 21 |
CANADA PENSION PLAN INVESTMENT BOARD | 21 | 21 | 0.03% | 0.40% | 0.81% | Q3 2018 | Q3 2023 | 21 |
CreativeOne Wealth, LLC | 20 | 1 | 0.07% | 0.17% | 0.35% | Q1 2018 | Q3 2023 | 21 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 21 | 21 | 0.02% | 0.03% | 0.08% | Q3 2018 | Q3 2023 | 21 |
StrategIQ Financial Group, LLC | 21 | 21 | 0.08% | 0.46% | 1.24% | Q3 2018 | Q3 2023 | 21 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 5.86% | 11.71% | Q4 2019 | Q3 2023 | 21 |
AJ WEALTH STRATEGIES, LLC | 20 | 1 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q2 2023 | 21 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 21 | 21 | 0.08% | 0.13% | 0.21% | Q3 2018 | Q3 2023 | 21 |
McGuire Investment Group, LLC | 21 | 21 | 0.11% | 0.15% | 0.20% | Q3 2018 | Q3 2023 | 21 |
Benchmark Financial Wealth Advisors, LLC | 21 | 21 | 2.34% | 5.50% | 13.30% | Q3 2018 | Q3 2023 | 21 |
Kohmann Bosshard Financial Services, LLC | 19 | 2 | 0.05% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 21 |
Destination Wealth Management | 13 | 1 | 0.01% | 0.02% | 0.07% | Q1 2013 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.03% | 0.26% | 0.86% | Q3 2018 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 1 | 0.01% | 0.08% | 0.20% | Q4 2016 | Q3 2023 | 21 |
Salomon & Ludwin, LLC | 20 | 20 | 0.00% | 2.48% | 2.96% | Q4 2018 | Q3 2023 | 21 |
Mirador Capital Partners LP | 16 | 1 | 0.05% | 0.60% | 2.52% | Q1 2016 | Q3 2023 | 21 |
Bank Pictet & Cie (Europe) AG | 8 | 1 | 0.05% | 0.31% | 1.45% | Q4 2013 | Q2 2023 | 21 |
Cortina Asset Management, LLC | 15 | 6 | 0.02% | 0.17% | 0.36% | Q2 2013 | Q4 2018 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.33% | 0.43% | 0.61% | Q1 2017 | Q3 2023 | 21 |
Old North State Trust, LLC | 21 | 21 | 0.49% | 0.84% | 1.18% | Q3 2018 | Q3 2023 | 21 |
Jolley Asset Management, LLC | 21 | 21 | 0.07% | 0.14% | 0.32% | Q2 2013 | Q2 2018 | 21 |
ACG Wealth | 13 | 8 | 0.04% | 0.06% | 0.11% | Q1 2017 | Q2 2022 | 21 |
Lion Point Capital, LP | 13 | 1 | 3.06% | 22.14% | 39.22% | Q1 2017 | Q3 2023 | 21 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 21 | 21 | 0.24% | 0.32% | 0.40% | Q3 2018 | Q3 2023 | 21 |
STALEY CAPITAL ADVISERS INC | 6 | 2 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 21 |
BREMER TRUST NATIONAL ASSOCIATION | 21 | 21 | 0.12% | 0.38% | 1.23% | Q4 2013 | Q4 2018 | 21 |
GREENWOOD CAPITAL ASSOCIATES LLC | 10 | 1 | 0.03% | 0.33% | 0.96% | Q3 2013 | Q2 2023 | 21 |
CEDAR CAPITAL, LLC | 9 | 1 | 0.16% | 9.91% | 27.40% | Q4 2015 | Q3 2021 | 21 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 17 | 4 | 0.03% | 0.13% | 0.26% | Q2 2017 | Q3 2023 | 21 |
CX Institutional | 15 | 6 | 0.00% | 0.41% | 1.53% | Q2 2018 | Q3 2023 | 21 |
Rain Capital Management, LLC | 17 | 4 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 21 |
Integrated Advisors Network LLC | 16 | 16 | 0.00% | 0.28% | 0.57% | Q4 2019 | Q3 2023 | 21 |
BANK HAPOALIM BM | 10 | 2 | 0.09% | 0.31% | 1.14% | Q3 2017 | Q3 2023 | 21 |
RFG Advisory, LLC | 13 | 1 | 0.02% | 0.12% | 1.25% | Q2 2015 | Q3 2023 | 21 |
CYPRESS CAPITAL MANAGEMENT LLC | 21 | 21 | 0.16% | 0.19% | 0.28% | Q3 2017 | Q3 2022 | 21 |
Midwest Professional Planners, LTD. | 21 | 21 | 0.14% | 2.00% | 4.61% | Q4 2017 | Q4 2022 | 21 |
CONNABLE OFFICE INC | 13 | 1 | 0.06% | 1.39% | 3.27% | Q2 2013 | Q4 2019 | 21 |
INSIGHT 2811, INC. | 14 | 2 | 0.00% | 0.15% | 0.22% | Q2 2013 | Q3 2023 | 20 |
BBR PARTNERS, LLC | 16 | 4 | 0.03% | 0.08% | 0.16% | Q3 2016 | Q3 2023 | 20 |
Calamos Advisors LLC | 12 | 1 | 0.02% | 0.20% | 0.51% | Q1 2018 | Q2 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.05% | 2.09% | 4.07% | Q4 2018 | Q3 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.19% | 0.21% | 0.25% | Q4 2018 | Q3 2023 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 0.23% | 0.87% | 1.32% | Q4 2018 | Q3 2023 | 20 |
American Financial Advisors, LLC | 20 | 20 | 0.15% | 0.23% | 0.36% | Q4 2018 | Q3 2023 | 20 |
SCS Capital Management LLC | 10 | 10 | 0.01% | 0.09% | 0.34% | Q3 2013 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 1.86% | 4.33% | 8.71% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.06% | 0.09% | 0.12% | Q4 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.12% | 0.34% | 0.53% | Q4 2018 | Q3 2023 | 20 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 20 | 20 | 0.10% | 0.33% | 0.64% | Q4 2018 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 0.60% | 2.62% | 3.91% | Q4 2018 | Q3 2023 | 20 |
DAGCO, INC. | 20 | 20 | 0.51% | 2.55% | 3.10% | Q4 2018 | Q3 2023 | 20 |
Arlington Partners LLC | 19 | 1 | 0.00% | 0.36% | 1.59% | Q2 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 1.13% | 1.60% | 2.87% | Q4 2018 | Q3 2023 | 20 |
Robertson Stephens Wealth Management, LLC | 20 | 20 | 0.29% | 0.95% | 1.88% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.15% | 0.62% | 1.69% | Q4 2018 | Q3 2023 | 20 |
Hudson Bay Capital Management LP | 9 | 1 | 0.00% | 0.17% | 0.79% | Q4 2015 | Q3 2023 | 20 |
Hillcrest Wealth Advisors - NY, LLC | 20 | 20 | 4.22% | 6.71% | 8.35% | Q4 2018 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.06% | 0.15% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.34% | 0.84% | 1.50% | Q4 2018 | Q3 2023 | 20 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 20 | 20 | 0.20% | 1.26% | 2.12% | Q4 2018 | Q3 2023 | 20 |
Financial Advisors, LLC | 20 | 20 | 0.96% | 2.39% | 7.15% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.12% | 0.38% | 0.74% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.24% | 0.48% | 0.61% | Q4 2018 | Q3 2023 | 20 |
BRIDGES INVESTMENT MANAGEMENT INC | 16 | 4 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2023 | 20 |
CRA Financial Services, LLC | 20 | 20 | 0.15% | 0.19% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.09% | 0.14% | 0.21% | Q4 2018 | Q3 2023 | 20 |
Claro Advisors LLC | 20 | 20 | 0.29% | 1.15% | 1.71% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.06% | 0.10% | 0.14% | Q4 2013 | Q3 2018 | 20 |
Cynosure Group, LLC | 20 | 20 | 0.21% | 0.33% | 0.62% | Q4 2018 | Q3 2023 | 20 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.06% | 0.18% | 0.99% | Q4 2018 | Q3 2023 | 20 |
Alera Investment Advisors, LLC | 20 | 20 | 0.73% | 1.73% | 2.92% | Q4 2018 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 0.45% | 1.06% | 2.36% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.48% | 0.73% | 1.15% | Q4 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.40% | 0.64% | 0.84% | Q4 2018 | Q3 2023 | 20 |
Cooper Financial Group | 20 | 20 | 0.08% | 0.30% | 0.51% | Q4 2018 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.13% | 0.54% | 1.49% | Q4 2018 | Q3 2023 | 20 |
FNY Investment Advisers, LLC | 8 | 2 | 0.00% | 0.03% | 0.20% | Q3 2018 | Q4 2022 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.02% | 0.16% | 0.52% | Q1 2013 | Q4 2017 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.74% | 1.14% | 2.17% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.28% | 0.43% | 0.67% | Q4 2017 | Q3 2022 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.04% | 0.12% | 0.28% | Q4 2018 | Q3 2023 | 20 |
MARSHALL FINANCIAL GROUP INC /ADV | 20 | 20 | 0.32% | 0.55% | 1.02% | Q4 2018 | Q3 2023 | 20 |
LexAurum Advisors, LLC | 12 | 8 | 0.08% | 0.17% | 0.32% | Q3 2018 | Q3 2023 | 20 |
BRINKER CAPITAL INC | 19 | 1 | 0.07% | 0.31% | 2.76% | Q4 2014 | Q2 2020 | 20 |
AT Bancorp | 20 | 20 | 0.10% | 0.16% | 0.22% | Q2 2014 | Q1 2019 | 20 |
Windhaven Investment Management, Inc. | 20 | 20 | 1.39% | 3.13% | 8.04% | Q2 2013 | Q1 2018 | 20 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 20 | 20 | 0.08% | 0.22% | 0.30% | Q2 2017 | Q1 2022 | 20 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.62% | 1.00% | 1.44% | Q2 2016 | Q1 2021 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.04% | 0.34% | 1.00% | Q4 2018 | Q3 2023 | 20 |
MATHER GROUP, LLC. | 16 | 4 | 0.02% | 0.70% | 3.39% | Q2 2013 | Q3 2023 | 20 |
Summit Trail Advisors, LLC | 15 | 2 | 0.35% | 1.03% | 2.69% | Q4 2017 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.04% | 0.93% | 4.12% | Q4 2014 | Q3 2019 | 20 |
Newfoundland Capital Management | 13 | 1 | 0.11% | 3.88% | 14.15% | Q1 2017 | Q3 2022 | 20 |
Fortis Advisors, LLC | 19 | 1 | 0.00% | 0.05% | 0.08% | Q1 2017 | Q4 2022 | 20 |
LOGAN CAPITAL MANAGEMENT INC | 14 | 1 | 0.01% | 0.02% | 0.07% | Q4 2014 | Q3 2023 | 20 |
Broadview Financial Management, LLC | 20 | 20 | 0.29% | 0.71% | 0.91% | Q4 2018 | Q3 2023 | 20 |
NORTHWEST WEALTH MANAGEMENT, LLC | 15 | 5 | 0.02% | 0.31% | 0.56% | Q1 2018 | Q3 2023 | 20 |
Norway Savings Bank | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2021 | 20 |
Hilton Capital Management, LLC | 12 | 8 | 0.02% | 0.09% | 0.19% | Q1 2017 | Q1 2022 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.90% | 1.08% | 1.51% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.06% | 0.16% | 0.38% | Q1 2016 | Q4 2020 | 20 |
Huntington Steele LLC | 20 | 20 | 0.75% | 0.87% | 1.03% | Q2 2013 | Q1 2018 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.07% | 0.50% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.61% | 3.08% | 4.54% | Q4 2015 | Q3 2020 | 20 |
BAHL & GAYNOR INC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
CATAWBA CAPITAL MANAGEMENT /VA | 20 | 20 | 0.05% | 0.08% | 0.10% | Q3 2013 | Q2 2018 | 20 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 20 | 20 | 0.13% | 0.75% | 2.66% | Q4 2018 | Q3 2023 | 20 |
First PREMIER Bank | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
FFT WEALTH MANAGEMENT LLC | 17 | 3 | 0.34% | 0.77% | 2.16% | Q4 2016 | Q3 2023 | 20 |
MAIRS & POWER INC | 15 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2019 | 20 |
TD ASSET MANAGEMENT INC | 14 | 1 | 0.00% | 0.16% | 0.73% | Q4 2013 | Q2 2021 | 20 |
Ellevest, Inc. | 20 | 20 | 0.03% | 0.06% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Pointe Capital Management LLC | 20 | 20 | 0.46% | 0.81% | 1.00% | Q4 2018 | Q3 2023 | 20 |
VALLEY WEALTH MANAGERS, INC. | 20 | 20 | 0.05% | 0.17% | 0.25% | Q4 2018 | Q3 2023 | 20 |
Riverview Trust Co | 20 | 20 | 0.01% | 0.08% | 0.19% | Q4 2018 | Q3 2023 | 20 |
NorthRock Partners, LLC | 20 | 20 | 0.05% | 0.18% | 0.51% | Q4 2018 | Q3 2023 | 20 |
CAHILL FINANCIAL ADVISORS INC | 12 | 2 | 0.06% | 0.16% | 0.30% | Q1 2018 | Q3 2023 | 20 |
Capstone Financial Advisors, Inc. | 14 | 1 | 0.04% | 0.18% | 0.41% | Q2 2017 | Q3 2023 | 20 |
JSF Financial, LLC | 20 | 20 | 0.37% | 1.51% | 8.53% | Q4 2018 | Q3 2023 | 20 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.90% | 1.16% | 1.44% | Q1 2019 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.33% | 0.47% | 0.65% | Q1 2019 | Q3 2023 | 19 |
Passport Capital, LLC | 10 | 1 | 0.02% | 6.31% | 21.33% | Q2 2013 | Q1 2019 | 19 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 9 | 3 | 0.00% | 0.09% | 0.63% | Q3 2020 | Q3 2023 | 19 |
&PARTNERS | 14 | 5 | 0.13% | 0.24% | 0.42% | Q4 2018 | Q3 2023 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.04% | 0.10% | 0.26% | Q1 2019 | Q3 2023 | 19 |
Atlantic Union Bankshares Corp | 17 | 1 | 0.01% | 0.05% | 0.13% | Q1 2014 | Q3 2023 | 19 |
Hall Kathryn A. | 19 | 19 | 0.19% | 0.28% | 0.43% | Q1 2019 | Q3 2023 | 19 |
Pacific Center for Financial Services | 16 | 3 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 19 |
MGO ONE SEVEN LLC | 14 | 1 | 0.01% | 0.06% | 0.21% | Q4 2017 | Q3 2023 | 19 |
Harvest Investment Services, LLC | 14 | 5 | 0.53% | 1.60% | 2.76% | Q4 2018 | Q3 2023 | 19 |
MYDA Advisors LLC | 3 | 1 | 0.37% | 3.85% | 11.51% | Q4 2017 | Q3 2023 | 19 |
Allen Investment Management, LLC | 19 | 19 | 0.02% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Foundations Investment Advisors, LLC | 19 | 19 | 0.02% | 0.52% | 7.72% | Q1 2019 | Q3 2023 | 19 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 16 | 1 | 0.00% | 0.05% | 0.37% | Q4 2015 | Q3 2023 | 19 |
CCM INVESTMENT ADVISERS LLC | 19 | 19 | 0.06% | 0.21% | 0.32% | Q2 2013 | Q4 2017 | 19 |
Brookfield Asset Management | 7 | 1 | 0.00% | 0.13% | 0.49% | Q2 2013 | Q2 2023 | 19 |
NEW ENGLAND ASSET MANAGEMENT INC | 19 | 19 | 0.02% | 0.10% | 0.45% | Q1 2019 | Q3 2023 | 19 |
CERTUITY, LLC | 16 | 16 | 0.01% | 0.92% | 2.21% | Q4 2019 | Q3 2023 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.08% | 0.18% | 0.34% | Q2 2018 | Q4 2022 | 19 |
Lenox Wealth Management, Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2020 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.13% | 0.25% | 0.33% | Q2 2013 | Q4 2017 | 19 |
TSFG, LLC | 19 | 19 | 0.35% | 0.58% | 0.96% | Q1 2019 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.23% | 0.47% | 0.79% | Q2 2013 | Q4 2017 | 19 |
Schoolcraft Capital LLC | 19 | 19 | 0.56% | 1.33% | 1.98% | Q1 2019 | Q3 2023 | 19 |
TOTH FINANCIAL ADVISORY CORP | 16 | 2 | 0.00% | 0.03% | 0.07% | Q2 2018 | Q3 2023 | 19 |
Keeley-Teton Advisors, LLC | 10 | 9 | 0.03% | 0.07% | 0.11% | Q4 2018 | Q3 2023 | 19 |
Financial Gravity Asset Management, Inc. | 8 | 3 | 0.00% | 0.04% | 0.11% | Q1 2018 | Q3 2023 | 19 |
Community Bank of Raymore | 14 | 1 | 0.06% | 0.09% | 0.13% | Q3 2018 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.26% | 0.44% | 0.80% | Q2 2013 | Q4 2017 | 19 |
CIM INVESTMENT MANAGEMENT INC | 19 | 19 | 0.16% | 0.35% | 0.66% | Q1 2019 | Q3 2023 | 19 |
Titus Wealth Management | 19 | 19 | 0.21% | 1.94% | 2.56% | Q4 2017 | Q2 2022 | 19 |
MANAGED ACCOUNT SERVICES INC | 12 | 7 | 0.19% | 0.60% | 0.84% | Q4 2016 | Q3 2021 | 19 |
Bienville Capital Management, LLC | 10 | 1 | 0.03% | 2.25% | 25.52% | Q4 2014 | Q3 2023 | 19 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 12 | 7 | 0.08% | 0.57% | 2.62% | Q2 2013 | Q3 2020 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.16% | 0.23% | 0.32% | Q4 2017 | Q2 2022 | 19 |
Ford Financial Group, LLC | 17 | 2 | 0.18% | 0.97% | 1.46% | Q4 2017 | Q4 2022 | 19 |
FOX RUN MANAGEMENT, L.L.C. | 6 | 1 | 0.16% | 2.87% | 19.93% | Q4 2015 | Q3 2023 | 19 |
Clean Yield Group | 10 | 9 | 0.03% | 0.05% | 0.06% | Q4 2018 | Q3 2023 | 19 |
Summit Financial, LLC | 16 | 3 | 0.10% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.05% | 0.09% | 0.19% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.09% | 0.23% | 0.75% | Q4 2018 | Q2 2023 | 19 |
Wealth Alliance Advisory Group, LLC | 17 | 2 | 0.16% | 0.39% | 0.84% | Q4 2017 | Q3 2022 | 19 |
Realta Investment Advisors | 19 | 19 | 0.67% | 1.01% | 1.27% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.06% | 0.10% | 0.19% | Q1 2019 | Q3 2023 | 19 |
Alpha DNA Investment Management LLC | 12 | 12 | 0.00% | 5.00% | 23.26% | Q4 2020 | Q3 2023 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 0.31% | 1.65% | 4.36% | Q2 2013 | Q4 2017 | 19 |
Rice Partnership, LLC | 19 | 19 | 0.02% | 0.92% | 4.58% | Q1 2019 | Q3 2023 | 19 |
Rikoon Group, LLC | 19 | 19 | 0.95% | 1.10% | 1.36% | Q3 2016 | Q1 2021 | 19 |
Pettinga Financial Advisors, LLC | 19 | 19 | 0.10% | 0.22% | 0.52% | Q1 2019 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.04% | 0.10% | 0.30% | Q4 2017 | Q2 2022 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.34% | 0.52% | 0.80% | Q2 2017 | Q1 2022 | 19 |
Bremer Bank National Association | 19 | 19 | 0.30% | 1.37% | 2.19% | Q1 2019 | Q3 2023 | 19 |
Calamos Wealth Management LLC | 16 | 1 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2023 | 19 |
Visionary Asset Management, Inc. | 6 | 2 | 0.09% | 5.98% | 26.36% | Q2 2013 | Q4 2018 | 19 |
SteelPeak Wealth, LLC | 16 | 16 | 0.00% | 0.58% | 1.04% | Q4 2019 | Q3 2023 | 19 |
Next Capital Management LLC | 15 | 4 | 0.25% | 0.44% | 0.84% | Q4 2018 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.04% | 0.18% | 0.31% | Q4 2018 | Q2 2023 | 19 |
ORRSTOWN FINANCIAL SERVICES INC | 19 | 19 | 0.03% | 0.12% | 0.22% | Q2 2013 | Q4 2017 | 19 |
Spears Abacus Advisors LLC | 18 | 18 | 0.03% | 0.10% | 0.20% | Q2 2019 | Q3 2023 | 18 |
OLD MISSION CAPITAL LLC | 6 | 1 | 0.05% | 1.11% | 4.67% | Q2 2016 | Q2 2023 | 18 |
Barnett & Company, Inc. | 18 | 18 | 0.00% | 0.05% | 0.10% | Q1 2016 | Q2 2020 | 18 |
Van Hulzen Asset Management, LLC | 13 | 1 | 0.02% | 0.32% | 0.71% | Q4 2017 | Q4 2022 | 18 |
Independence Advisors, LLC | 18 | 18 | 0.39% | 0.53% | 0.69% | Q2 2016 | Q3 2020 | 18 |
Telemetry Investments, L.L.C. | 13 | 2 | 0.11% | 9.10% | 23.37% | Q1 2015 | Q4 2021 | 18 |
NORRIS PERNE & FRENCH LLP/MI | 17 | 1 | 0.03% | 0.07% | 0.10% | Q1 2014 | Q4 2019 | 18 |
First Command Financial Services, Inc. | 10 | 8 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2022 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.00% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 18 |
PATTON FUND MANAGEMENT, INC. | 18 | 18 | 2.51% | 3.92% | 5.00% | Q2 2019 | Q3 2023 | 18 |
First Command Bank | 10 | 8 | 0.00% | 0.03% | 0.09% | Q4 2016 | Q3 2022 | 18 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.02% | 0.09% | Q4 2021 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.38% | 0.89% | Q2 2019 | Q3 2023 | 18 |
Qube Research & Technologies Ltd | 7 | 2 | 0.00% | 0.98% | 3.13% | Q2 2020 | Q3 2023 | 18 |
Trilogy Capital Inc. | 14 | 4 | 0.02% | 0.11% | 1.41% | Q1 2018 | Q3 2023 | 18 |
Strategic Wealth Partners, Ltd. | 9 | 1 | 0.00% | 0.24% | 1.91% | Q4 2017 | Q1 2023 | 18 |
Cypress Wealth Services, LLC | 18 | 18 | 0.06% | 0.48% | 0.90% | Q4 2017 | Q1 2022 | 18 |
Astor Investment Management LLC | 10 | 2 | 0.06% | 1.89% | 3.30% | Q1 2014 | Q2 2021 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.70% | 0.83% | 1.08% | Q2 2013 | Q3 2017 | 18 |
ArchPoint Investors | 15 | 3 | 0.02% | 0.37% | 1.83% | Q4 2015 | Q4 2020 | 18 |
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 17 | 1 | 0.00% | 0.15% | 0.23% | Q2 2013 | Q3 2020 | 18 |
LONESTAR CAPITAL MANAGEMENT LLC | 10 | 1 | 7.01% | 17.78% | 33.06% | Q2 2013 | Q3 2018 | 18 |
Crosspoint Capital Strategies, LLC | 14 | 1 | 0.00% | 0.23% | 1.24% | Q4 2013 | Q4 2022 | 18 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 18 | 18 | 0.02% | 0.04% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Sound Point Capital Management, LP | 9 | 2 | 19.27% | 32.50% | 45.31% | Q4 2015 | Q4 2020 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.04% | 0.12% | 0.30% | Q2 2013 | Q3 2017 | 18 |
Jordan Park Group LLC | 6 | 2 | 0.02% | 0.08% | 0.16% | Q4 2017 | Q2 2023 | 18 |
MAKENA CAPITAL MANAGEMENT LLC | 14 | 4 | 1.14% | 2.35% | 7.17% | Q2 2015 | Q3 2020 | 18 |
UNITED BANK, INC. | 18 | 18 | 0.10% | 0.24% | 0.41% | Q2 2013 | Q3 2017 | 18 |
Fieldpoint Private Securities, LLC | 10 | 1 | 0.02% | 0.17% | 0.59% | Q1 2017 | Q2 2022 | 18 |
ATWOOD & PALMER INC | 9 | 2 | 0.01% | 0.02% | 0.09% | Q2 2014 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.34% | 0.40% | 0.45% | Q2 2013 | Q3 2017 | 18 |
XR Securities LLC | 7 | 1 | 0.00% | 0.58% | 3.85% | Q3 2018 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.12% | 0.21% | 0.27% | Q2 2019 | Q3 2023 | 18 |
Weaver Consulting Group | 11 | 7 | 0.01% | 0.22% | 0.54% | Q1 2019 | Q3 2023 | 18 |
Royal Fund Management, LLC | 14 | 4 | 0.00% | 0.28% | 1.80% | Q4 2016 | Q3 2021 | 18 |
FormulaFolio Investments, LLC | 18 | 18 | 0.01% | 0.07% | 0.21% | Q1 2017 | Q2 2021 | 18 |
DEERE & CO | 18 | 18 | 0.57% | 2.84% | 9.60% | Q2 2013 | Q3 2017 | 18 |
RDA Financial Network | 18 | 18 | 0.09% | 0.20% | 0.26% | Q2 2019 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.11% | 0.13% | 0.16% | Q1 2019 | Q3 2023 | 18 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 18 |
Vantage Investment Partners, LLC | 18 | 18 | 0.97% | 1.24% | 1.83% | Q3 2017 | Q4 2021 | 18 |
Blue Harbour Group | 9 | 1 | 1.44% | 3.03% | 5.21% | Q2 2013 | Q4 2018 | 18 |
Meridian Wealth Advisors, LLC | 17 | 1 | 0.09% | 0.43% | 1.74% | Q4 2018 | Q3 2023 | 18 |
Beirne Wealth Consulting Services, LLC | 18 | 18 | 0.26% | 0.70% | 1.29% | Q4 2018 | Q1 2023 | 18 |
Virtu KCG Holdings LLC | 11 | 4 | 0.01% | 0.46% | 6.02% | Q3 2013 | Q2 2017 | 18 |
Guidance Point Advisors, LLC | 14 | 4 | 0.11% | 0.14% | 0.18% | Q1 2019 | Q3 2023 | 18 |
HOWLAND CAPITAL MANAGEMENT LLC | 14 | 4 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Abundance Wealth Counselors | 11 | 1 | 1.20% | 1.55% | 1.97% | Q4 2018 | Q3 2023 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.42% | 0.66% | 1.04% | Q1 2016 | Q3 2023 | 18 |
FLC Capital Advisors | 18 | 18 | 0.07% | 0.10% | 0.13% | Q1 2019 | Q2 2023 | 18 |
UBS AG | 6 | 6 | 0.20% | 0.61% | 1.43% | Q2 2013 | Q3 2014 | 18 |
Worth Venture Partners, LLC | 17 | 17 | 0.08% | 1.15% | 3.04% | Q4 2016 | Q4 2020 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.22% | 0.42% | 0.66% | Q2 2019 | Q3 2023 | 18 |
K2 PRINCIPAL FUND, L.P. | 3 | 1 | 0.09% | 0.92% | 4.28% | Q4 2014 | Q2 2023 | 18 |
CULLINAN ASSOCIATES INC | 14 | 4 | 0.02% | 0.08% | 0.13% | Q1 2015 | Q2 2022 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 0.25% | 0.64% | 0.96% | Q2 2019 | Q3 2023 | 18 |
MONECO Advisors, LLC | 12 | 6 | 0.40% | 0.93% | 1.68% | Q4 2018 | Q3 2023 | 18 |
Narwhal Capital Management | 13 | 4 | 0.00% | 0.06% | 0.09% | Q1 2019 | Q3 2023 | 18 |
Engaged Capital LLC | 9 | 3 | 0.11% | 0.80% | 2.29% | Q1 2016 | Q1 2023 | 18 |
DAVIDSON & GARRARD INC | 18 | 18 | 0.84% | 1.03% | 1.52% | Q2 2013 | Q3 2017 | 18 |
Fusion Family Wealth LLC | 18 | 18 | 0.01% | 0.02% | 0.06% | Q4 2016 | Q1 2021 | 18 |
Burleson & Company, LLC | 17 | 1 | 0.05% | 0.71% | 2.90% | Q2 2018 | Q4 2022 | 18 |
Magnus Financial Group LLC | 17 | 1 | 0.03% | 0.24% | 0.75% | Q4 2018 | Q3 2023 | 18 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.27% | 2.01% | Q3 2015 | Q2 2023 | 18 |
Strategic Investment Advisors / MI | 15 | 1 | 0.04% | 0.31% | 0.64% | Q4 2018 | Q3 2023 | 18 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.10% | 1.06% | 4.63% | Q3 2019 | Q3 2023 | 17 |
Ally Financial Inc. | 9 | 2 | 0.48% | 2.01% | 3.44% | Q2 2014 | Q3 2023 | 17 |
CAMG Solamere Management, LLC | 17 | 17 | 0.15% | 0.27% | 0.51% | Q3 2017 | Q3 2021 | 17 |
WMS Partners, LLC | 12 | 1 | 0.02% | 0.05% | 0.09% | Q1 2015 | Q3 2023 | 17 |
Investors Research Corp | 17 | 17 | 0.16% | 0.21% | 0.28% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.09% | 0.17% | 0.30% | Q2 2013 | Q2 2017 | 17 |
Argentus Capital Management, LLC | 11 | 2 | 0.05% | 2.91% | 13.28% | Q2 2013 | Q3 2016 | 17 |
Resource Management, LLC | 17 | 17 | 0.12% | 0.28% | 0.46% | Q4 2017 | Q4 2021 | 17 |
EAGLE ASSET MANAGEMENT INC | 5 | 1 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q2 2017 | 17 |
AMP Capital Investors Ltd | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.08% | 0.15% | 0.22% | Q2 2013 | Q2 2017 | 17 |
Vestmark Advisory Solutions, Inc. | 14 | 3 | 0.02% | 0.16% | 0.52% | Q1 2019 | Q2 2023 | 17 |
New England Professional Planning Group Inc. | 14 | 3 | 0.15% | 0.26% | 0.75% | Q4 2014 | Q3 2023 | 17 |
ATLAS CAPITAL ADVISORS LLC | 12 | 5 | 0.02% | 0.06% | 0.26% | Q2 2019 | Q3 2023 | 17 |
BURNEY CO/ | 16 | 1 | 0.02% | 0.06% | 0.35% | Q3 2018 | Q3 2023 | 17 |
Dana Investment Advisors, Inc. | 13 | 1 | 0.01% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 0.16% | 0.24% | 0.39% | Q1 2019 | Q1 2023 | 17 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 12 | 1 | 0.00% | 0.10% | 0.60% | Q2 2014 | Q1 2018 | 17 |
TCG Advisory Services, LLC | 12 | 12 | 0.01% | 0.87% | 1.74% | Q4 2020 | Q3 2023 | 17 |
Kalos Management, Inc. | 5 | 1 | 0.00% | 0.85% | 4.44% | Q4 2015 | Q2 2023 | 17 |
Cedar Wealth Management, LLC | 12 | 5 | 0.00% | 0.04% | 0.17% | Q2 2018 | Q3 2023 | 17 |
Merit Financial Group, LLC | 17 | 17 | 0.06% | 0.20% | 0.45% | Q3 2019 | Q3 2023 | 17 |
LEE DANNER & BASS INC | 12 | 1 | 0.02% | 0.03% | 0.03% | Q3 2013 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
FMA ADVISORY INC | 15 | 1 | 0.16% | 1.01% | 1.94% | Q2 2015 | Q1 2021 | 17 |
Cavalier Investments, LLC | 12 | 2 | 0.04% | 0.78% | 1.76% | Q1 2017 | Q1 2023 | 17 |
Van Leeuwen & Company, LLC | 6 | 5 | 0.18% | 1.94% | 5.30% | Q3 2018 | Q3 2023 | 17 |
Point72 Hong Kong Ltd | 8 | 8 | 0.10% | 1.05% | 4.45% | Q4 2020 | Q3 2022 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.05% | 6.37% | 8.90% | Q2 2013 | Q2 2017 | 17 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Lipe & Dalton | 17 | 17 | 1.71% | 2.38% | 2.74% | Q2 2013 | Q2 2017 | 17 |
GARCIA HAMILTON & ASSOCIATES LP/DE | 17 | 17 | 0.06% | 0.23% | 0.71% | Q2 2013 | Q2 2017 | 17 |
Wealthspire Advisors, LLC | 12 | 1 | 0.01% | 0.36% | 0.71% | Q4 2018 | Q3 2023 | 17 |
MURPHY CAPITAL MANAGEMENT INC | 7 | 1 | 0.03% | 0.06% | 0.13% | Q2 2015 | Q2 2022 | 17 |
PRIVATE CAPITAL MANAGEMENT LLC | 12 | 5 | 0.07% | 0.17% | 0.40% | Q4 2018 | Q3 2023 | 17 |
IFG Advisors, LLC | 17 | 17 | 0.37% | 0.55% | 0.72% | Q3 2019 | Q3 2023 | 17 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 12 | 5 | 0.10% | 0.15% | 0.23% | Q4 2016 | Q4 2022 | 17 |
Procyon Advisors, LLC | 16 | 16 | 0.06% | 0.23% | 0.59% | Q4 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.06% | 0.08% | 0.10% | Q3 2019 | Q3 2023 | 17 |
MACKENZIE FINANCIAL CORP | 11 | 1 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.03% | 0.07% | 0.12% | Q4 2019 | Q4 2023 | 17 |
IBM Retirement Fund | 9 | 3 | 0.08% | 18.30% | 100.00% | Q2 2013 | Q2 2022 | 17 |
Farmers National Bank | 15 | 2 | 0.20% | 0.37% | 0.49% | Q4 2014 | Q2 2019 | 17 |
Bayesian Capital Management, LP | 7 | 1 | 0.08% | 0.93% | 3.33% | Q4 2016 | Q2 2023 | 17 |
Adero Partners, LLC | 16 | 16 | 0.02% | 1.31% | 3.57% | Q4 2019 | Q3 2023 | 17 |
Karp Capital Management Corp | 5 | 3 | 0.02% | 0.63% | 2.62% | Q1 2015 | Q4 2021 | 17 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 17 | 17 | 0.09% | 0.75% | 1.14% | Q2 2015 | Q2 2019 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q2 2017 | 17 |
IFG Advisory, LLC | 17 | 17 | 0.23% | 0.40% | 0.52% | Q3 2019 | Q3 2023 | 17 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 15 | 1 | 0.06% | 0.46% | 0.90% | Q4 2014 | Q1 2023 | 17 |
B. Riley Wealth Management, Inc. | 7 | 4 | 0.00% | 0.10% | 0.20% | Q1 2014 | Q2 2022 | 17 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.25% | 0.30% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Provident Wealth Management, LLC | 16 | 16 | 0.00% | 1.37% | 2.88% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.83% | 0.98% | 1.22% | Q4 2019 | Q3 2023 | 16 |
BEAM WEALTH ADVISORS, INC. | 16 | 16 | 0.36% | 2.83% | 3.66% | Q4 2019 | Q3 2023 | 16 |
Legacy Private Trust Co. | 16 | 16 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q3 2022 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.15% | 0.34% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Select Equity Group, L.P. | 12 | 1 | 0.00% | 0.73% | 6.19% | Q2 2016 | Q4 2022 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 0.64% | 1.03% | 1.62% | Q4 2019 | Q3 2023 | 16 |
Main Street Research LLC | 8 | 1 | 0.05% | 3.74% | 5.80% | Q4 2016 | Q3 2023 | 16 |
Sunburst Financial Group, LLC | 16 | 16 | 1.18% | 2.07% | 2.93% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.54% | 2.00% | 2.94% | Q4 2019 | Q3 2023 | 16 |
TFO Wealth Partners, LLC | 16 | 16 | 0.02% | 0.86% | 2.62% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.06% | 0.21% | 0.45% | Q4 2019 | Q3 2023 | 16 |
HIGHLAND CAPITAL MANAGEMENT LP | 5 | 2 | 0.08% | 3.16% | 7.42% | Q1 2015 | Q2 2019 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.31% | 0.81% | 0.99% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.79% | 1.50% | 2.21% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.99% | 1.21% | 1.37% | Q2 2013 | Q1 2017 | 16 |
GFS Advisors, LLC | 13 | 1 | 0.04% | 0.27% | 0.53% | Q2 2013 | Q4 2019 | 16 |
ARMISTICE CAPITAL, LLC | 9 | 7 | 4.95% | 10.71% | 17.60% | Q3 2019 | Q3 2023 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 0.11% | 0.53% | 1.29% | Q4 2019 | Q3 2023 | 16 |
Wade Financial Advisory, Inc | 16 | 16 | 0.39% | 0.46% | 0.56% | Q4 2019 | Q3 2023 | 16 |
Glovista Investments LLC | 12 | 1 | 0.03% | 0.34% | 3.91% | Q4 2014 | Q2 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.06% | 0.36% | 1.40% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.21% | 0.23% | 0.28% | Q4 2019 | Q3 2023 | 16 |
NWK Group, Inc. | 16 | 16 | 0.26% | 0.33% | 0.49% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.08% | 0.27% | 0.53% | Q4 2019 | Q3 2023 | 16 |
Waratah Capital Advisors Ltd. | 9 | 1 | 0.00% | 3.91% | 11.73% | Q3 2017 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.46% | 0.54% | 0.60% | Q4 2019 | Q3 2023 | 16 |
CLOVIS CAPITAL MANAGEMENT LP | 9 | 7 | 9.24% | 29.15% | 55.32% | Q4 2012 | Q4 2016 | 16 |
Mattern Wealth Management LLC | 16 | 16 | 0.18% | 0.67% | 3.16% | Q4 2019 | Q3 2023 | 16 |
CTC LLC | 3 | 1 | 0.00% | 0.06% | 0.13% | Q3 2017 | Q2 2023 | 16 |
Nokomis Capital, L.L.C. | 5 | 1 | 0.26% | 1.96% | 7.70% | Q3 2013 | Q2 2020 | 16 |
DENVER INVESTMENT ADVISORS LLC | 13 | 3 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q1 2018 | 16 |
Copeland Capital Management, LLC | 5 | 1 | 0.00% | 0.14% | 0.67% | Q4 2015 | Q3 2023 | 16 |
STEPH & CO | 16 | 16 | 2.08% | 2.84% | 4.38% | Q4 2019 | Q3 2023 | 16 |
GeoSphere Capital Management, LLC | 4 | 1 | 0.15% | 14.92% | 57.99% | Q2 2013 | Q3 2023 | 16 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 7 | 1 | 0.00% | 0.83% | 7.34% | Q2 2014 | Q4 2016 | 16 |
Wilshire Advisors LLC | 16 | 16 | 2.49% | 4.00% | 5.02% | Q4 2016 | Q3 2020 | 16 |
Boothe Investment Group, Inc. | 14 | 2 | 7.57% | 9.66% | 15.92% | Q3 2019 | Q3 2023 | 16 |
DT Investment Partners, LLC | 16 | 16 | 0.22% | 0.34% | 0.45% | Q4 2019 | Q3 2023 | 16 |
DAVIDSON TRUST CO | 16 | 16 | 1.27% | 1.94% | 2.43% | Q4 2019 | Q3 2023 | 16 |
TrinityPoint Wealth, LLC | 16 | 16 | 0.05% | 0.17% | 0.50% | Q4 2019 | Q3 2023 | 16 |
G&S Capital LLC | 10 | 2 | 0.01% | 0.05% | 0.17% | Q4 2017 | Q2 2021 | 16 |
Aurora Private Wealth, Inc. | 16 | 16 | 0.10% | 0.29% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.18% | 0.22% | 0.28% | Q4 2019 | Q3 2023 | 16 |
CADENCE BANK NA | 9 | 7 | 0.08% | 0.15% | 0.22% | Q2 2018 | Q2 2022 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.06% | 0.11% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Weatherstone Capital Management | 6 | 2 | 0.85% | 4.94% | 10.98% | Q2 2013 | Q4 2017 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.06% | 0.36% | 0.94% | Q4 2019 | Q3 2023 | 16 |
Asio Capital, LLC | 16 | 16 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Corbenic Partners LLC | 9 | 1 | 0.00% | 0.01% | 0.07% | Q4 2014 | Q1 2022 | 16 |
NVWM, LLC | 9 | 7 | 0.00% | 0.11% | 0.88% | Q4 2017 | Q2 2023 | 16 |
Friedenthal Financial | 10 | 2 | 0.31% | 1.37% | 7.06% | Q4 2013 | Q3 2021 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.21% | 0.31% | 0.46% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.09% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 16 |
Covenant Partners, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Strategic Blueprint, LLC | 15 | 1 | 0.04% | 0.18% | 0.43% | Q3 2019 | Q3 2023 | 16 |
Omega Financial Group, LLC | 14 | 2 | 0.12% | 0.18% | 0.22% | Q3 2019 | Q3 2023 | 16 |
FrontFour Capital Group LLC | 5 | 1 | 3.64% | 14.24% | 32.78% | Q3 2013 | Q3 2018 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.32% | 0.59% | 0.87% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.04% | 0.19% | 0.38% | Q4 2019 | Q3 2023 | 16 |
Cardinal Strategic Wealth Guidance | 16 | 16 | 0.03% | 0.18% | 0.93% | Q4 2019 | Q3 2023 | 16 |
Apollon Wealth Management, LLC | 11 | 5 | 0.10% | 0.33% | 1.14% | Q3 2019 | Q3 2023 | 16 |
CS MCKEE LP | 15 | 1 | 0.05% | 0.14% | 0.26% | Q4 2015 | Q4 2019 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.17% | 0.22% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Core Wealth Advisors, Inc. | 16 | 16 | 0.39% | 0.85% | 1.72% | Q4 2019 | Q3 2023 | 16 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 8 | 2 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q1 2023 | 16 |
Relative Value Partners Group, LLC | 10 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 16 |
Trellus Management Company, LLC | 9 | 1 | 0.37% | 6.62% | 14.80% | Q2 2013 | Q4 2021 | 16 |
Independent Family Office, LLC | 16 | 16 | 3.02% | 4.13% | 4.78% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.64% | 1.20% | 1.82% | Q4 2019 | Q3 2023 | 16 |
LifeSteps Financial, Inc. | 16 | 16 | 2.45% | 2.95% | 3.32% | Q4 2019 | Q3 2023 | 16 |
JACKSON SQUARE CAPITAL, LLC | 16 | 16 | 0.12% | 0.19% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Ameraudi Asset Management, Inc. | 16 | 16 | 0.32% | 0.95% | 3.82% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.03% | 0.11% | 0.39% | Q4 2019 | Q3 2023 | 16 |
LPWM LLC | 16 | 16 | 1.38% | 2.51% | 4.59% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.19% | 0.26% | 0.30% | Q4 2019 | Q3 2023 | 16 |
Aveo Capital Partners, LLC | 7 | 2 | 0.03% | 0.35% | 2.72% | Q4 2016 | Q2 2023 | 16 |
Asset Dedication, LLC | 11 | 5 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.36% | 0.72% | 0.97% | Q4 2019 | Q3 2023 | 16 |
Oldfather Financial Services, LLC | 16 | 16 | 9.27% | 9.79% | 10.72% | Q4 2019 | Q3 2023 | 16 |
Stadion Money Management, LLC | 14 | 1 | 0.16% | 2.03% | 6.28% | Q2 2014 | Q2 2019 | 16 |
Harborview Advisors, LLC | 16 | 16 | 0.24% | 0.30% | 0.37% | Q4 2017 | Q3 2021 | 16 |
Veracity Capital LLC | 16 | 16 | 0.21% | 4.30% | 10.68% | Q4 2019 | Q3 2023 | 16 |
HCR Wealth Advisors | 8 | 8 | 0.02% | 0.08% | 0.14% | Q4 2016 | Q4 2020 | 16 |
EPIQ Capital Group, LLC | 16 | 16 | 0.03% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.10% | 0.26% | 1.53% | Q4 2019 | Q3 2023 | 16 |
Alpine Global Management, LLC | 4 | 1 | 0.16% | 2.42% | 15.88% | Q3 2014 | Q1 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 1.41% | 2.75% | 3.53% | Q4 2019 | Q3 2023 | 16 |
Efficient Market Advisors, LLC | 16 | 16 | 0.26% | 1.82% | 5.43% | Q2 2013 | Q1 2017 | 16 |
RELIANCE TRUST CO OF DELAWARE | 11 | 5 | 0.08% | 0.09% | 0.10% | Q4 2013 | Q1 2019 | 16 |
Key FInancial Inc | 16 | 16 | 0.25% | 0.42% | 0.70% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.09% | 1.09% | 2.00% | Q4 2019 | Q3 2023 | 16 |
MENDON CAPITAL ADVISORS CORP | 16 | 16 | 1.37% | 4.19% | 9.78% | Q1 2016 | Q4 2019 | 16 |
XPONANCE, INC. | 10 | 3 | 0.01% | 0.02% | 0.07% | Q2 2014 | Q3 2023 | 16 |
CLEAR INVESTMENT RESEARCH, LLC | 16 | 16 | 0.14% | 0.22% | 0.38% | Q4 2019 | Q3 2023 | 16 |
SSI INVESTMENT MANAGEMENT LLC | 8 | 3 | 0.02% | 0.15% | 0.38% | Q4 2013 | Q1 2022 | 16 |
JET CAPITAL INVESTORS L P | 3 | 1 | 0.49% | 9.60% | 21.40% | Q2 2013 | Q3 2023 | 16 |
Lorber David A | 5 | 1 | 1.56% | 13.39% | 33.84% | Q3 2013 | Q3 2018 | 16 |
TIG Advisors, LLC | 7 | 1 | 0.14% | 1.67% | 4.92% | Q3 2013 | Q3 2018 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.02% | 0.21% | 0.65% | Q3 2019 | Q3 2023 | 16 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 8 | 8 | 0.20% | 0.46% | 0.93% | Q4 2015 | Q4 2019 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.13% | 0.18% | 0.24% | Q4 2019 | Q3 2023 | 16 |
Weiss Asset Management LP | 6 | 2 | 0.12% | 1.78% | 5.60% | Q2 2015 | Q3 2023 | 16 |
Traynor Capital Management, Inc. | 11 | 2 | 0.00% | 0.07% | 0.26% | Q4 2014 | Q3 2023 | 16 |
PURA VIDA INVESTMENTS, LLC | 12 | 2 | 1.52% | 5.67% | 11.36% | Q4 2016 | Q1 2021 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 1.82% | 2.99% | 4.97% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.00% | 0.07% | 0.19% | Q4 2019 | Q3 2023 | 16 |
WASHBURN CAPITAL MANAGEMENT, INC. | 16 | 16 | 0.32% | 0.44% | 0.58% | Q4 2019 | Q3 2023 | 16 |
ARBOR TRUST WEALTH ADVISORS, LLC | 16 | 16 | 1.49% | 1.68% | 1.94% | Q4 2019 | Q3 2023 | 16 |
EWG Elevate Inc. | 16 | 16 | 0.28% | 0.97% | 2.98% | Q4 2019 | Q3 2023 | 16 |
Financial Partners Group, Inc | 12 | 3 | 0.05% | 0.12% | 0.27% | Q3 2019 | Q3 2023 | 15 |
TWO SIGMA ADVISERS, LP | 3 | 1 | 0.00% | 0.13% | 0.57% | Q2 2013 | Q3 2023 | 15 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 13 | 2 | 0.10% | 0.18% | 0.49% | Q4 2017 | Q1 2023 | 15 |
Columbia Pacific Advisors, LLC | 13 | 2 | 0.79% | 3.80% | 11.53% | Q2 2013 | Q4 2017 | 15 |
Live Oak Private Wealth LLC | 14 | 1 | 0.10% | 0.14% | 0.30% | Q4 2019 | Q3 2023 | 15 |
S. MUOIO & CO. LLC | 12 | 3 | 3.69% | 13.65% | 24.52% | Q4 2014 | Q3 2018 | 15 |
Relyea Zuckerberg Hanson LLC | 15 | 15 | 0.24% | 0.47% | 0.70% | Q1 2020 | Q3 2023 | 15 |
Centerpoint Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Beaumont Financial Partners, LLC | 10 | 1 | 0.02% | 0.12% | 0.81% | Q3 2013 | Q1 2022 | 15 |
ICONIQ Capital, LLC | 9 | 6 | 0.03% | 0.13% | 0.38% | Q1 2014 | Q1 2018 | 15 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.01% | 0.39% | 0.62% | Q4 2020 | Q3 2023 | 15 |
Total Clarity Wealth Management, Inc. | 14 | 1 | 0.05% | 0.36% | 0.90% | Q4 2019 | Q3 2023 | 15 |
ASSET MANAGEMENT CORP /IL/ /ADV | 6 | 6 | 0.10% | 0.72% | 3.59% | Q4 2019 | Q1 2023 | 15 |
Spectrum Management Group, LLC | 9 | 1 | 0.01% | 0.38% | 1.24% | Q4 2013 | Q4 2021 | 15 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 10 | 5 | 0.31% | 0.55% | 1.26% | Q4 2019 | Q3 2023 | 15 |
RMR Wealth Builders | 14 | 1 | 1.14% | 2.85% | 5.73% | Q4 2019 | Q3 2023 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2020 | 15 |
Ruggie Capital Group | 10 | 1 | 0.01% | 0.12% | 0.22% | Q4 2014 | Q4 2018 | 15 |
Private Vista, LLC | 8 | 1 | 0.25% | 0.38% | 0.71% | Q4 2015 | Q1 2020 | 15 |
Edenbrook Capital, LLC | 14 | 1 | 1.60% | 7.95% | 15.36% | Q4 2019 | Q3 2023 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.06% | 0.23% | 0.49% | Q1 2020 | Q3 2023 | 15 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.10% | 0.17% | 0.25% | Q1 2020 | Q3 2023 | 15 |
Vestcor Inc | 15 | 15 | 0.10% | 0.17% | 0.27% | Q4 2019 | Q2 2023 | 15 |
Csenge Advisory Group | 14 | 1 | 0.00% | 0.16% | 0.45% | Q3 2018 | Q3 2023 | 15 |
DOHJ, LLC | 14 | 1 | 0.11% | 0.15% | 0.21% | Q4 2019 | Q3 2023 | 15 |
Wakefield Asset Management LLLP | 9 | 6 | 0.11% | 0.62% | 0.87% | Q4 2019 | Q3 2023 | 15 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 1 | 0.08% | 0.25% | 0.59% | Q2 2014 | Q2 2023 | 15 |
Ironsides Asset Advisors, LLC | 13 | 2 | 0.10% | 0.17% | 0.23% | Q2 2014 | Q1 2022 | 15 |
HOWARD WEALTH MANAGEMENT, LLC | 10 | 5 | 0.50% | 0.62% | 0.79% | Q4 2019 | Q3 2023 | 15 |
Acorn Wealth Advisors, LLC | 12 | 3 | 0.09% | 0.18% | 0.24% | Q4 2017 | Q3 2023 | 15 |
Financial Engines Advisors L.L.C. | 15 | 15 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.13% | 0.47% | 1.09% | Q4 2019 | Q3 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 0.33% | 1.01% | 2.58% | Q4 2017 | Q2 2021 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.07% | 0.11% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Founders Capital Management | 7 | 1 | 0.01% | 0.05% | 0.19% | Q1 2017 | Q4 2023 | 15 |
RAND WEALTH, LLC | 9 | 2 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q3 2018 | 15 |
Apollo Management Holdings, L.P. | 3 | 1 | 0.13% | 1.04% | 2.90% | Q1 2015 | Q1 2022 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Berman Capital Advisors, LLC | 15 | 15 | 0.18% | 0.49% | 0.91% | Q1 2018 | Q3 2021 | 15 |
Hummer Financial Advisory Services Inc | 15 | 15 | 0.35% | 0.38% | 0.42% | Q1 2020 | Q3 2023 | 15 |
Peachtree Investment Partners, LLC | 13 | 2 | 0.01% | 0.02% | 0.07% | Q4 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.23% | 0.32% | 0.47% | Q1 2020 | Q3 2023 | 15 |
Crestone Asset Management LLC | 11 | 4 | 0.10% | 0.20% | 0.45% | Q4 2016 | Q3 2023 | 15 |
LITTLE HOUSE CAPITAL LLC | 6 | 1 | 0.11% | 1.49% | 4.87% | Q1 2019 | Q3 2023 | 15 |
Lee Financial Co | 8 | 2 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q4 2021 | 15 |
MARINER INVESTMENT GROUP LLC | 7 | 1 | 0.00% | 0.25% | 1.00% | Q2 2013 | Q2 2020 | 15 |
Governors Lane LP | 11 | 1 | 0.64% | 3.58% | 11.03% | Q1 2016 | Q3 2021 | 15 |
Watershed Asset Management, L.L.C. | 14 | 1 | 6.45% | 22.16% | 52.93% | Q2 2013 | Q3 2022 | 15 |
TAP Consulting, LLC | 15 | 15 | 1.58% | 2.39% | 2.90% | Q1 2020 | Q3 2023 | 15 |
Grace Capital | 15 | 15 | 0.38% | 0.84% | 2.86% | Q2 2018 | Q4 2021 | 15 |
Avion Wealth | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Braver Wealth Management, LLC | 15 | 15 | 0.22% | 0.84% | 3.93% | Q2 2013 | Q4 2016 | 15 |
RB Capital Management, LLC | 15 | 15 | 0.80% | 1.36% | 2.35% | Q1 2020 | Q3 2023 | 15 |
Vectors Research Management, LLC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 15 |
Hodges Capital Management Inc. | 15 | 15 | 0.01% | 0.06% | 0.15% | Q3 2013 | Q1 2017 | 15 |
Atom Investors LP | 9 | 2 | 0.40% | 5.40% | 28.91% | Q4 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.00% | 0.18% | 0.64% | Q1 2020 | Q3 2023 | 15 |
Emerson Wealth, LLC | 15 | 15 | 10.52% | 14.92% | 23.31% | Q4 2018 | Q2 2022 | 15 |
J.W. COLE ADVISORS, INC. | 8 | 7 | 0.29% | 0.78% | 1.24% | Q4 2019 | Q3 2023 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 15 | 15 | 0.20% | 0.26% | 0.31% | Q1 2017 | Q3 2020 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.25% | 0.56% | 0.86% | Q2 2013 | Q4 2016 | 15 |
Canton Hathaway, LLC | 12 | 3 | 0.00% | 0.89% | 1.46% | Q4 2018 | Q3 2023 | 15 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 15 |
Petix & Botte Co | 12 | 3 | 0.51% | 1.21% | 2.80% | Q4 2019 | Q3 2023 | 15 |
BTG Pactual Global Asset Management Ltd | 5 | 1 | 0.08% | 2.83% | 13.00% | Q1 2018 | Q1 2022 | 15 |
Graves Light Lenhart Wealth, Inc. | 15 | 15 | 0.02% | 0.10% | 0.18% | Q4 2018 | Q2 2022 | 15 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 15 | 15 | 0.00% | 0.01% | 0.10% | Q4 2019 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.26% | 0.48% | 0.94% | Q2 2016 | Q4 2019 | 15 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 12 | 3 | 0.08% | 2.03% | 3.13% | Q2 2013 | Q3 2023 | 15 |
Meridian Wealth Partners, LLC | 15 | 15 | 1.50% | 2.58% | 6.46% | Q1 2020 | Q3 2023 | 15 |
Frisch Financial Group, Inc. | 9 | 2 | 0.12% | 0.14% | 0.16% | Q4 2018 | Q3 2023 | 15 |
Wellington Shields Capital Management, LLC | 10 | 5 | 0.03% | 0.05% | 0.09% | Q4 2016 | Q4 2021 | 15 |
TRUST CO OF OKLAHOMA | 13 | 2 | 0.11% | 0.13% | 0.15% | Q4 2019 | Q3 2023 | 15 |
BT Wealth Management LLC | 15 | 15 | 0.78% | 1.80% | 2.83% | Q4 2018 | Q2 2022 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 1.19% | 1.93% | 3.40% | Q2 2013 | Q4 2016 | 15 |
Faithward Advisors, LLC | 11 | 4 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2023 | 15 |
OKABENA INVESTMENT SERVICES INC | 15 | 15 | 0.02% | 0.19% | 2.46% | Q1 2020 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.08% | 0.25% | 0.55% | Q1 2020 | Q3 2023 | 15 |
Madison Asset Management, LLC | 13 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 14 |
Affiance Financial, LLC | 13 | 1 | 0.01% | 0.03% | 0.20% | Q4 2019 | Q2 2023 | 14 |
Lattice Strategies LLC | 14 | 14 | 0.16% | 0.64% | 1.30% | Q2 2013 | Q3 2016 | 14 |
Continuum Advisory, LLC | 14 | 14 | 0.40% | 0.65% | 0.97% | Q2 2020 | Q3 2023 | 14 |
Longer Investments Inc. | 10 | 1 | 0.36% | 3.35% | 13.08% | Q1 2014 | Q1 2019 | 14 |
Southern Wealth Management, LLP | 14 | 14 | 0.53% | 1.59% | 2.28% | Q4 2019 | Q1 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.35% | 0.47% | 0.99% | Q4 2018 | Q1 2022 | 14 |
Kore Private Wealth LLC | 12 | 2 | 0.02% | 0.29% | 0.64% | Q4 2018 | Q3 2022 | 14 |
LAU ASSOCIATES LLC | 10 | 4 | 0.19% | 0.69% | 1.50% | Q2 2016 | Q4 2019 | 14 |
Shannon River Fund Management LLC | 5 | 1 | 0.24% | 15.16% | 39.77% | Q3 2013 | Q3 2021 | 14 |
VIRIDIAN RIA, LLC | 12 | 2 | 0.20% | 0.25% | 0.33% | Q3 2018 | Q1 2022 | 14 |
Diameter Capital Partners LP | 9 | 1 | 2.94% | 17.20% | 55.36% | Q3 2018 | Q2 2023 | 14 |
PIERSHALE FINANCIAL GROUP, INC. | 13 | 1 | 0.00% | 0.91% | 12.67% | Q3 2013 | Q1 2021 | 14 |
NORTHSTAR WEALTH PARTNERS LLC | 14 | 14 | 0.28% | 0.48% | 0.61% | Q1 2017 | Q2 2020 | 14 |
Tennessee Valley Asset Management Partners | 9 | 2 | 0.07% | 0.15% | 0.34% | Q4 2018 | Q3 2023 | 14 |
LMCG INVESTMENTS, LLC | 10 | 2 | 0.01% | 0.47% | 0.92% | Q2 2013 | Q1 2023 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 14 |
Advanced Asset Management Advisors Inc | 12 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
COWEN AND COMPANY, LLC | 6 | 1 | 0.01% | 2.04% | 7.18% | Q3 2019 | Q3 2023 | 14 |
Tahithromos, L.L.C. | 7 | 1 | 0.17% | 0.70% | 2.87% | Q1 2014 | Q1 2018 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.12% | 0.19% | 0.31% | Q1 2017 | Q2 2020 | 14 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.06% | 0.17% | 0.38% | Q4 2013 | Q1 2017 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.20% | 0.36% | 0.52% | Q2 2020 | Q3 2023 | 14 |
BRAVE ASSET MANAGEMENT INC | 8 | 1 | 0.01% | 0.15% | 1.28% | Q4 2013 | Q4 2020 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.11% | 0.14% | 0.19% | Q2 2020 | Q3 2023 | 14 |
Schneider Downs Wealth Management Advisors, LP | 13 | 1 | 0.08% | 0.17% | 0.21% | Q4 2019 | Q3 2023 | 14 |
Kavar Capital Partners, LLC | 7 | 2 | 0.02% | 0.15% | 0.56% | Q4 2013 | Q3 2020 | 14 |
Clear Creek Financial Management, LLC | 10 | 4 | 0.06% | 0.82% | 1.44% | Q1 2020 | Q3 2023 | 14 |
Baker Ellis Asset Management LLC | 14 | 14 | 0.03% | 0.03% | 0.04% | Q3 2016 | Q4 2019 | 14 |
BTR CAPITAL MANAGEMENT INC | 14 | 14 | 0.06% | 0.09% | 0.12% | Q2 2019 | Q3 2022 | 14 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 3 | 1 | 0.34% | 4.41% | 16.70% | Q1 2016 | Q2 2023 | 14 |
AlphaCore Capital LLC | 9 | 5 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 14 |
MKP Capital Management, L.L.C. | 3 | 1 | 0.60% | 22.49% | 92.77% | Q4 2014 | Q3 2023 | 14 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.07% | 0.08% | 0.09% | Q2 2020 | Q3 2023 | 14 |
GREENWOOD GEARHART INC | 10 | 4 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q2 2023 | 14 |
Lincoln Capital LLC | 12 | 2 | 0.06% | 0.08% | 0.11% | Q2 2018 | Q3 2023 | 14 |
FIDUCIENT ADVISORS LLC | 13 | 1 | 0.02% | 0.48% | 1.38% | Q1 2018 | Q3 2023 | 14 |
Venture Visionary Partners LLC | 14 | 14 | 0.20% | 1.02% | 2.52% | Q2 2020 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 14 |
JANUS HENDERSON INVESTORS US LLC | 13 | 1 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q1 2017 | 14 |
Visium Asset Management, LP | 3 | 1 | 0.00% | 0.23% | 1.27% | Q2 2013 | Q2 2016 | 14 |
GLG Partners LP | 2 | 2 | 0.02% | 0.90% | 3.77% | Q1 2015 | Q3 2017 | 14 |
BKS ADVISORS, LLC | 14 | 14 | 0.10% | 0.13% | 0.16% | Q4 2015 | Q1 2019 | 14 |
Single Point Partners, LLC | 7 | 1 | 0.32% | 1.52% | 1.96% | Q4 2019 | Q3 2023 | 14 |
Gerstein Fisher | 14 | 14 | 0.05% | 0.09% | 0.24% | Q2 2013 | Q3 2016 | 14 |
G2 Investment Partners Management LLC | 7 | 1 | 0.20% | 2.29% | 7.07% | Q1 2014 | Q3 2019 | 14 |
Wealthquest Corp | 14 | 14 | 0.05% | 0.10% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Varma Mutual Pension Insurance Co | 4 | 2 | 0.35% | 3.55% | 9.05% | Q4 2017 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.06% | 0.10% | 0.24% | Q2 2013 | Q3 2016 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 1.50% | 1.72% | 2.42% | Q2 2020 | Q3 2023 | 14 |
TRANSCEND CAPITAL ADVISORS, LLC | 13 | 1 | 0.04% | 0.12% | 0.32% | Q1 2020 | Q3 2023 | 14 |
Eukles Asset Management | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q3 2023 | 14 |
Cypress Wealth Advisors LLC | 14 | 14 | 0.23% | 0.88% | 1.48% | Q2 2015 | Q3 2018 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.24% | 0.40% | 0.62% | Q2 2020 | Q3 2023 | 14 |
New England Investment & Retirement Group, Inc. | 5 | 1 | 0.02% | 1.82% | 4.70% | Q4 2014 | Q3 2021 | 14 |
Wealth Advisory Solutions, LLC | 8 | 6 | 1.02% | 1.80% | 4.19% | Q4 2019 | Q2 2023 | 14 |
KLINGENSTEIN FIELDS & CO LP | 10 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2022 | 14 |
Pine River Capital Management L.P. | 10 | 1 | 0.12% | 0.70% | 1.91% | Q3 2013 | Q3 2016 | 14 |
ACCESS FINANCIAL SERVICES, INC. | 12 | 2 | 0.12% | 0.33% | 0.77% | Q1 2017 | Q2 2021 | 14 |
CUE ADVISORY SERVICES, INC. | 9 | 5 | 0.18% | 0.43% | 0.75% | Q4 2014 | Q3 2018 | 14 |
NuWave Investment Management, LLC | 8 | 1 | 0.00% | 0.43% | 1.98% | Q4 2017 | Q2 2022 | 14 |
FNY Managed Accounts LLC | 3 | 1 | 0.00% | 0.17% | 1.18% | Q2 2013 | Q1 2018 | 14 |
York Capital Management Global Advisors, LLC | 8 | 1 | 0.53% | 4.52% | 9.71% | Q2 2013 | Q2 2020 | 14 |
Ensign Peak Advisors, Inc | 13 | 13 | 0.33% | 0.43% | 0.90% | Q4 2019 | Q4 2022 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.16% | 0.37% | 0.59% | Q1 2013 | Q3 2023 | 13 |
One Charles Private Wealth Services, LLC | 12 | 1 | 0.11% | 0.56% | 2.94% | Q2 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.22% | 0.33% | 0.54% | Q2 2013 | Q2 2016 | 13 |
Tower View Wealth Management LLC | 9 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 13 |
Inlet Private Wealth, LLC | 12 | 1 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q3 2023 | 13 |
Atika Capital Management LLC | 3 | 1 | 1.36% | 3.73% | 10.55% | Q1 2014 | Q3 2022 | 13 |
ORANGE CAPITAL, LLC | 6 | 4 | 3.62% | 29.74% | 58.23% | Q2 2013 | Q4 2015 | 13 |
PRW Wealth Management LLC | 7 | 1 | 0.10% | 0.44% | 0.66% | Q4 2018 | Q1 2023 | 13 |
Texan Capital Management | 13 | 13 | 0.26% | 0.60% | 1.82% | Q4 2014 | Q4 2017 | 13 |
LINDEN ADVISORS LP | 5 | 1 | 0.06% | 0.79% | 3.89% | Q2 2014 | Q3 2021 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Baltimore-Washington Financial Advisors, Inc. | 8 | 5 | 0.00% | 0.06% | 0.23% | Q4 2013 | Q3 2023 | 13 |
PACIFIC FINANCIAL GROUP INC | 13 | 13 | 0.23% | 0.34% | 0.55% | Q3 2020 | Q3 2023 | 13 |
InterOcean Capital Group, LLC | 12 | 12 | 0.00% | 1.14% | 1.81% | Q4 2020 | Q3 2023 | 13 |
McAdam, LLC | 10 | 3 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 13 |
MACKAY SHIELDS LLC | 13 | 13 | 0.03% | 0.09% | 0.16% | Q1 2018 | Q1 2021 | 13 |
BANK PICTET & CIE (ASIA) LTD | 6 | 2 | 0.13% | 0.54% | 1.61% | Q4 2013 | Q3 2018 | 13 |
McLean Asset Management Corp | 13 | 13 | 3.46% | 5.60% | 10.97% | Q4 2020 | Q4 2023 | 13 |
Elmwood Wealth Management, Inc. | 7 | 1 | 0.04% | 0.06% | 0.07% | Q1 2018 | Q4 2021 | 13 |
AVIANCE CAPITAL MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.04% | 0.20% | Q3 2013 | Q1 2018 | 13 |
Personal Wealth Partners | 13 | 13 | 1.54% | 1.95% | 2.74% | Q1 2019 | Q1 2022 | 13 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 13 | 13 | 0.40% | 0.80% | 1.09% | Q4 2014 | Q4 2017 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.02% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Baron Financial Group, LLC | 13 | 13 | 8.93% | 10.39% | 14.12% | Q3 2020 | Q3 2023 | 13 |
Newman Dignan & Sheerar, Inc. | 12 | 1 | 0.03% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 13 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 13 | 13 | 0.06% | 0.15% | 0.43% | Q3 2020 | Q3 2023 | 13 |
Lloyd Advisory Services, LLC. | 13 | 13 | 0.07% | 2.65% | 4.98% | Q4 2019 | Q4 2022 | 13 |
Berkshire Bank | 13 | 13 | 0.06% | 0.07% | 0.10% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Outlook Wealth Advisors, LLC | 13 | 13 | 0.21% | 0.28% | 0.36% | Q3 2019 | Q3 2022 | 13 |
Semmax Financial Advisors Inc. | 11 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.27% | 0.33% | 0.42% | Q3 2020 | Q3 2023 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.36% | 0.51% | 0.78% | Q2 2013 | Q2 2016 | 13 |
Bayview Asset Management, LLC | 11 | 1 | 5.44% | 12.74% | 20.71% | Q1 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
RESTON WEALTH MANAGEMENT LLC | 6 | 2 | 0.10% | 0.44% | 1.13% | Q4 2018 | Q3 2022 | 13 |
Anchorage Capital Group, L.L.C. | 3 | 1 | 2.73% | 12.03% | 49.88% | Q1 2014 | Q3 2021 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.48% | 0.55% | 0.60% | Q3 2020 | Q3 2023 | 13 |
COURAGE CAPITAL MANAGEMENT LLC | 6 | 1 | 9.68% | 19.29% | 43.01% | Q2 2013 | Q3 2017 | 13 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 1.46% | 1.97% | 2.42% | Q3 2020 | Q3 2023 | 13 |
West Oak Capital, LLC | 9 | 4 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 13 |
Summit Place Financial Advisors, LLC | 13 | 13 | 0.88% | 2.61% | 3.32% | Q3 2020 | Q3 2023 | 13 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 7 | 6 | 0.02% | 0.35% | 1.15% | Q4 2019 | Q3 2023 | 13 |
Wagner Wealth Management, LLC | 8 | 1 | 0.00% | 0.08% | 0.22% | Q4 2017 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.12% | 0.16% | 0.29% | Q3 2020 | Q3 2023 | 13 |
ARVEST TRUST CO N A | 8 | 5 | 3.11% | 3.59% | 3.97% | Q2 2013 | Q3 2023 | 13 |
AXA S.A. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2022 | 13 |
Mayfair Advisory Group, LLC | 12 | 1 | 0.21% | 0.38% | 0.66% | Q4 2019 | Q3 2023 | 13 |
Advisory Alpha, LLC | 9 | 1 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.10% | 0.27% | Q4 2019 | Q4 2022 | 13 |
SHUFRO ROSE & CO LLC | 13 | 13 | 0.09% | 0.13% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Zions Bancorporation | 13 | 13 | 0.05% | 0.10% | 0.13% | Q1 2015 | Q1 2018 | 13 |
Tranquility Partners, LLC | 12 | 1 | 0.18% | 0.32% | 0.44% | Q4 2019 | Q3 2023 | 13 |
ACUTA CAPITAL PARTNERS, LLC | 9 | 4 | 1.86% | 6.93% | 18.59% | Q4 2014 | Q1 2018 | 13 |
PRECEPT MANAGEMENT LLC | 3 | 1 | 1.22% | 6.00% | 15.91% | Q4 2016 | Q3 2023 | 13 |
Virtus Fund Advisers, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2017 | 13 |
LITTLEJOHN & CO LLC | 11 | 11 | 0.00% | 0.90% | 1.99% | Q1 2021 | Q3 2023 | 13 |
Miracle Mile Advisors, LLC | 13 | 13 | 0.01% | 0.03% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Financial Sense Advisors, Inc. | 7 | 1 | 0.08% | 0.25% | 0.58% | Q3 2013 | Q2 2021 | 13 |
True North Advisors, LLC | 12 | 1 | 0.05% | 0.08% | 0.14% | Q4 2019 | Q3 2023 | 13 |
WASHINGTON CAPITAL MANAGEMENT, INC | 5 | 1 | 0.19% | 1.47% | 2.90% | Q4 2017 | Q3 2023 | 13 |
Smith, Salley & Associates | 12 | 1 | 0.02% | 0.03% | 0.07% | Q2 2014 | Q3 2023 | 13 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 6 | 1 | 0.86% | 5.80% | 19.49% | Q2 2013 | Q3 2017 | 13 |
Kingfisher Capital LLC | 7 | 1 | 0.06% | 0.84% | 2.54% | Q4 2015 | Q4 2021 | 13 |
Aprio Wealth Management, LLC | 10 | 1 | 0.11% | 1.12% | 5.03% | Q4 2019 | Q3 2023 | 13 |
Magnetar Financial LLC | 5 | 1 | 0.02% | 0.74% | 2.34% | Q2 2013 | Q2 2018 | 13 |
Capital Wealth Alliance, LLC | 13 | 13 | 0.83% | 1.70% | 2.44% | Q4 2019 | Q4 2022 | 13 |
Tourbillon Capital Partners, L.P. | 4 | 1 | 1.27% | 4.12% | 11.67% | Q4 2013 | Q3 2018 | 13 |
PARSONS CAPITAL MANAGEMENT INC/RI | 11 | 1 | 0.00% | 0.03% | 0.05% | Q1 2015 | Q3 2023 | 13 |
Elm Ridge Management, LLC | 13 | 13 | 3.88% | 16.13% | 23.34% | Q1 2014 | Q1 2017 | 13 |
VESTOR CAPITAL, LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 13 |
Austin Private Wealth, LLC | 9 | 1 | 0.04% | 1.56% | 13.97% | Q4 2019 | Q3 2023 | 13 |
MADISON WEALTH MANAGEMENT | 12 | 1 | 0.08% | 0.10% | 0.23% | Q4 2019 | Q3 2023 | 13 |
Beacon Financial Advisory LLC | 12 | 1 | 0.12% | 0.62% | 1.35% | Q4 2019 | Q2 2023 | 13 |
KFA Private Wealth Group, LLC | 13 | 13 | 0.16% | 2.16% | 3.08% | Q3 2020 | Q3 2023 | 13 |
Quantbot Technologies LP | 5 | 1 | 0.01% | 0.22% | 0.75% | Q3 2019 | Q3 2023 | 13 |
Symphony Financial, Ltd. Co. | 12 | 1 | 0.15% | 2.54% | 3.64% | Q1 2020 | Q3 2023 | 13 |
ClearBridge Investments | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 13 |
BlackRock Group LTD | 12 | 12 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q1 2016 | 13 |
Stegner Investment Associates Inc. | 13 | 13 | 0.56% | 2.29% | 5.16% | Q3 2020 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.20% | 0.98% | 1.60% | Q2 2013 | Q2 2016 | 13 |
Weyland Capital Management, LLC | 13 | 13 | 6.00% | 7.33% | 8.48% | Q2 2013 | Q2 2016 | 13 |
Valiant Capital Management, L.P. | 6 | 1 | 7.18% | 12.94% | 24.70% | Q2 2015 | Q1 2023 | 13 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 13 | 13 | 0.28% | 0.60% | 1.10% | Q3 2020 | Q3 2023 | 13 |
ELLINGTON MANAGEMENT GROUP LLC | 6 | 1 | 0.04% | 6.39% | 20.71% | Q1 2017 | Q2 2021 | 13 |
RGT Wealth Advisors, LLC | 8 | 1 | 0.07% | 0.42% | 1.32% | Q3 2016 | Q3 2022 | 13 |
JGP Wealth Management, LLC | 13 | 13 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
WOODSTOCK CORP | 13 | 13 | 0.51% | 0.63% | 0.80% | Q4 2020 | Q4 2023 | 13 |
ALGERT GLOBAL LLC | 4 | 1 | 0.02% | 0.11% | 0.27% | Q3 2017 | Q1 2023 | 13 |
GAM Holding AG | 11 | 2 | 0.02% | 0.08% | 0.37% | Q1 2017 | Q3 2022 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.30% | 0.47% | 0.80% | Q3 2020 | Q3 2023 | 13 |
COHEN & STEERS, INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q1 2016 | 12 |
WEXFORD CAPITAL LP | 6 | 1 | 0.04% | 1.30% | 4.13% | Q3 2016 | Q4 2022 | 12 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 12 |
ARISTEIA CAPITAL, L.L.C. | 6 | 1 | 1.46% | 10.20% | 25.42% | Q3 2013 | Q1 2023 | 12 |
SAWGRASS ASSET MANAGEMENT LLC | 11 | 1 | 0.02% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 12 |
PRINCIPAL FINANCIAL GROUP INC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 12 |
CI INVESTMENTS INC. | 6 | 6 | 0.01% | 0.38% | 0.99% | Q2 2013 | Q1 2022 | 12 |
WEST BANCORPORATION INC | 8 | 4 | 2.38% | 3.19% | 4.23% | Q4 2019 | Q3 2023 | 12 |
Corsair Capital Management | 7 | 1 | 0.16% | 0.80% | 2.23% | Q3 2015 | Q2 2023 | 12 |
LUMINUS MANAGEMENT LLC | 8 | 1 | 0.12% | 0.83% | 1.74% | Q3 2014 | Q2 2022 | 12 |
Gates Capital Management | 11 | 1 | 22.49% | 30.70% | 42.89% | Q1 2016 | Q4 2020 | 12 |
Exchange Capital Management, Inc. | 7 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2022 | 12 |
Oasis Management Co Ltd. | 5 | 1 | 0.04% | 5.22% | 19.88% | Q1 2016 | Q3 2022 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.01% | 0.14% | 0.20% | Q4 2020 | Q3 2023 | 12 |
WestEnd Advisors, LLC | 12 | 12 | 0.00% | 0.95% | 2.57% | Q1 2020 | Q4 2022 | 12 |
SOLARIS ASSET MANAGEMENT LLC | 7 | 1 | 0.01% | 0.30% | 1.39% | Q2 2013 | Q3 2018 | 12 |
Columbus Hill Capital Management, L.P. | 3 | 1 | 0.77% | 6.69% | 14.06% | Q4 2013 | Q2 2018 | 12 |
Weiss Multi-Strategy Advisers LLC | 7 | 1 | 0.01% | 0.50% | 1.68% | Q2 2013 | Q1 2022 | 12 |
Parametric Risk Advisors LLC | 12 | 12 | 0.04% | 0.11% | 0.24% | Q2 2013 | Q1 2016 | 12 |
Phoenix Investment Adviser LLC | 7 | 1 | 0.00% | 0.97% | 3.96% | Q4 2013 | Q2 2019 | 12 |
Capital Investment Counsel, Inc | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 12 |
Zuckerman Investment Group, LLC | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 12 |
RK Capital | 8 | 4 | 0.32% | 0.89% | 1.47% | Q2 2020 | Q2 2023 | 12 |
Argent Advisors, Inc. | 12 | 12 | 3.42% | 4.11% | 4.62% | Q4 2020 | Q3 2023 | 12 |
First City Capital Management, Inc. | 12 | 12 | 0.12% | 0.19% | 0.28% | Q4 2020 | Q3 2023 | 12 |
IMC-Chicago, LLC | 3 | 1 | 0.00% | 0.16% | 0.83% | Q1 2019 | Q4 2022 | 12 |
B. Riley Financial, Inc. | 3 | 1 | 0.74% | 14.68% | 41.64% | Q2 2016 | Q4 2021 | 12 |
JCIC Asset Management Inc. | 12 | 12 | 0.00% | 3.31% | 4.18% | Q4 2020 | Q3 2023 | 12 |
JHL Capital Group LLC | 6 | 2 | 1.33% | 22.52% | 49.49% | Q3 2013 | Q4 2016 | 12 |
Quintium Advisors, LLC | 4 | 1 | 0.00% | 0.36% | 0.73% | Q4 2013 | Q1 2016 | 12 |
Pinnacle Advisory Group, Inc. | 8 | 1 | 0.01% | 0.44% | 4.13% | Q2 2013 | Q4 2019 | 12 |
Price Wealth, LLC | 12 | 12 | 0.05% | 1.53% | 3.30% | Q4 2017 | Q3 2020 | 12 |
Angeles Investment Advisors, LLC | 12 | 12 | 0.00% | 4.64% | 37.54% | Q4 2020 | Q3 2023 | 12 |
Redhawk Wealth Advisors, Inc. | 7 | 5 | 0.07% | 0.29% | 0.61% | Q3 2018 | Q1 2022 | 12 |
Pinkerton Retirement Specialists, LLC | 9 | 3 | 0.02% | 0.66% | 2.82% | Q2 2016 | Q3 2021 | 12 |
Westside Investment Management, Inc. | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.76% | 4.12% | 6.03% | Q2 2013 | Q1 2016 | 12 |
Connective Capital Management, LLC | 8 | 4 | 8.76% | 18.92% | 34.25% | Q2 2013 | Q2 2016 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.06% | 0.12% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Freedom Investment Management, Inc. | 4 | 1 | 0.01% | 0.05% | 0.18% | Q2 2015 | Q4 2022 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 12 | 2.75% | 3.39% | 3.76% | Q4 2015 | Q3 2018 | 12 |
Marathon Trading Investment Management LLC | 7 | 1 | 0.03% | 0.10% | 0.45% | Q4 2016 | Q3 2023 | 12 |
SVA Wealth Management, LLC | 5 | 3 | 0.02% | 0.04% | 0.07% | Q3 2017 | Q4 2020 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.00% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
E&G Advisors, LP | 12 | 12 | 0.13% | 0.34% | 0.47% | Q4 2020 | Q3 2023 | 12 |
HWG Holdings LP | 5 | 2 | 0.03% | 3.75% | 12.92% | Q2 2020 | Q4 2022 | 12 |
Gresham Partners, LLC | 7 | 5 | 0.15% | 3.61% | 12.54% | Q4 2014 | Q1 2020 | 12 |
Venator Capital Management Ltd. | 9 | 1 | 11.80% | 24.17% | 36.93% | Q2 2018 | Q1 2022 | 12 |
D'Orazio & Associates, Inc. | 9 | 1 | 0.00% | 0.00% | 0.02% | Q1 2016 | Q3 2021 | 12 |
DARRELL & KING LLC | 12 | 12 | 0.03% | 0.06% | 0.08% | Q4 2015 | Q3 2018 | 12 |
Folger Hill Asset Management LP | 5 | 4 | 0.12% | 1.56% | 5.99% | Q4 2015 | Q1 2018 | 12 |
Cascade Investment Advisors, Inc. | 11 | 1 | 0.10% | 0.11% | 0.11% | Q4 2019 | Q1 2023 | 12 |
BlueSky Wealth Advisors, LLC | 5 | 3 | 0.05% | 0.09% | 0.14% | Q3 2017 | Q4 2020 | 12 |
Capital Bank & Trust Co | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2021 | 12 |
AAF Wealth Management, LLC | 12 | 12 | 0.40% | 0.65% | 1.07% | Q4 2020 | Q3 2023 | 12 |
Blueshift Asset Management, LLC | 4 | 1 | 0.08% | 3.34% | 9.00% | Q4 2018 | Q3 2023 | 12 |
Providence Capital Advisors, LLC | 9 | 1 | 0.00% | 0.07% | 0.15% | Q4 2017 | Q3 2023 | 12 |
Financial Services Advisory Inc | 4 | 1 | 0.20% | 5.06% | 26.31% | Q4 2017 | Q3 2023 | 12 |
TIAA Kaspick, LLC | 12 | 12 | 0.31% | 3.24% | 6.76% | Q4 2018 | Q3 2021 | 12 |
Principle Wealth Partners LLC | 11 | 1 | 0.01% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 12 |
Dougherty Wealth Advisers LLC | 9 | 3 | 0.01% | 0.05% | 0.07% | Q4 2018 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.10% | 0.13% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Advisor OS, LLC | 11 | 1 | 0.23% | 0.37% | 0.50% | Q2 2020 | Q3 2023 | 12 |
Miramar Capital, LLC | 7 | 5 | 0.07% | 0.17% | 0.32% | Q4 2018 | Q3 2023 | 12 |
HOWARD FINANCIAL SERVICES, LTD. | 11 | 1 | 0.07% | 0.17% | 0.43% | Q4 2018 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.00% | 0.02% | 0.05% | Q4 2018 | Q3 2021 | 12 |
LAKE STREET FINANCIAL LLC | 12 | 12 | 0.06% | 0.09% | 0.12% | Q4 2020 | Q3 2023 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2022 | 12 |
Marcum Wealth, LLC | 12 | 12 | 0.06% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 12 |
ESL Trust Services, LLC | 10 | 1 | 0.07% | 0.12% | 0.27% | Q4 2019 | Q2 2023 | 12 |
Olympiad Research LP | 7 | 1 | 0.14% | 0.92% | 4.09% | Q4 2019 | Q3 2023 | 12 |
Candlestick Capital Management LP | 8 | 3 | 0.66% | 2.00% | 3.27% | Q1 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.12% | 0.17% | 0.24% | Q4 2020 | Q3 2023 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2022 | 12 |
Apella Capital, LLC | 9 | 3 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q4 2023 | 12 |
BELLEVUE ASSET MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 12 |
Columbia Trust Co 01012016 | 9 | 3 | 0.27% | 0.44% | 0.62% | Q4 2019 | Q4 2022 | 12 |
HighMark Wealth Management LLC | 8 | 4 | 0.01% | 0.56% | 5.80% | Q4 2019 | Q3 2023 | 12 |
Aberdeen Wealth Management LLC | 8 | 1 | 0.06% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 12 |
Wealth CMT | 7 | 5 | 2.25% | 3.29% | 5.04% | Q4 2019 | Q4 2022 | 12 |
Element Wealth, LLC | 12 | 12 | 0.02% | 1.17% | 5.19% | Q4 2020 | Q3 2023 | 12 |
Citizens National Bank Trust Department | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.11% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.23% | 0.77% | 1.35% | Q4 2020 | Q3 2023 | 12 |
Sunflower Bank, N.A. | 12 | 12 | 0.40% | 0.63% | 1.02% | Q4 2020 | Q3 2023 | 12 |
Advisor Resource Council | 5 | 4 | 0.00% | 0.45% | 1.64% | Q2 2021 | Q3 2023 | 12 |
Bordeaux Wealth Advisors LLC | 12 | 12 | 0.20% | 0.40% | 0.71% | Q4 2020 | Q3 2023 | 12 |
Fullen Financial Group | 12 | 12 | 0.30% | 0.41% | 0.51% | Q2 2020 | Q1 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.00% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.09% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.03% | 0.07% | 0.18% | Q4 2020 | Q3 2023 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 0.71% | 0.85% | 1.20% | Q4 2020 | Q3 2023 | 12 |
Brown Miller Wealth Management, LLC | 12 | 12 | 0.50% | 0.75% | 1.00% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.00% | 0.14% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.10% | 0.13% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Foster Group, Inc. | 12 | 12 | 1.33% | 2.82% | 5.96% | Q4 2020 | Q3 2023 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.33% | 0.42% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Sightline Wealth Advisors, LLC | 12 | 12 | 0.67% | 0.88% | 1.30% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 0.39% | 0.44% | 0.52% | Q4 2020 | Q3 2023 | 12 |
Greenfield FTC, Inc. | 12 | 12 | 2.56% | 3.00% | 3.35% | Q4 2020 | Q3 2023 | 12 |
Newton One Investments LLC | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
McClarren Financial Advisors, Inc. | 12 | 12 | 0.71% | 0.84% | 1.11% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 0.13% | 0.20% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Bond & Devick Financial Network, Inc. | 12 | 12 | 0.53% | 0.76% | 1.12% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 0.21% | 1.09% | 5.94% | Q4 2020 | Q3 2023 | 12 |
Brown Financial Advisory | 12 | 12 | 0.30% | 0.67% | 1.21% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Oakwell Private Wealth Management, LLC | 12 | 12 | 0.73% | 1.21% | 2.04% | Q4 2020 | Q3 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.17% | 0.29% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Bluesphere Advisors, LLC | 12 | 12 | 0.23% | 0.44% | 0.98% | Q4 2020 | Q3 2023 | 12 |
Allegheny Financial Group LTD | 12 | 12 | 0.12% | 0.23% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 0.50% | 0.74% | 1.07% | Q4 2020 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.09% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 3.11% | 3.54% | 4.08% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.09% | 0.28% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.11% | 0.18% | 0.22% | Q4 2020 | Q3 2023 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 0.39% | 0.59% | 0.78% | Q4 2020 | Q3 2023 | 12 |
Connolly Sarah T. | 12 | 12 | 0.24% | 0.32% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Humankind Investments LLC | 12 | 12 | 3.72% | 4.94% | 10.17% | Q4 2020 | Q3 2023 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 5.66% | 6.07% | 6.51% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.12% | 0.17% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.21% | 0.30% | 0.47% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.11% | 0.14% | 0.18% | Q4 2020 | Q3 2023 | 12 |
CHILDRESS CAPITAL ADVISORS, LLC | 12 | 12 | 0.40% | 1.41% | 10.86% | Q4 2020 | Q3 2023 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.27% | 0.75% | 1.28% | Q4 2020 | Q3 2023 | 12 |
Guardian Wealth Advisors, LLC | 12 | 12 | 1.14% | 8.61% | 9.82% | Q4 2020 | Q3 2023 | 12 |
Platt Investment Counsel, LLC | 12 | 12 | 8.39% | 14.45% | 17.61% | Q4 2020 | Q3 2023 | 12 |
LCM Capital Management Inc | 12 | 12 | 8.72% | 9.48% | 10.90% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.11% | 0.22% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Abacus Wealth Partners, LLC | 12 | 12 | 0.10% | 0.19% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 0.16% | 0.20% | 0.25% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.16% | 0.22% | 0.31% | Q4 2018 | Q3 2021 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 2.24% | 2.92% | 4.06% | Q2 2013 | Q1 2016 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 3.71% | 4.25% | 4.74% | Q4 2020 | Q3 2023 | 12 |
FACTORY MUTUAL INSURANCE CO | 12 | 12 | 0.44% | 1.57% | 3.82% | Q4 2020 | Q3 2023 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.10% | 0.20% | 0.30% | Q4 2020 | Q3 2023 | 12 |
DOLIVER ADVISORS, LP | 8 | 1 | 0.08% | 0.14% | 0.26% | Q2 2017 | Q4 2023 | 12 |
Leucadia National | 4 | 4 | 0.21% | 0.64% | 1.19% | Q4 2022 | Q3 2023 | 12 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 11 | 11 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Diversified, LLC | 10 | 1 | 0.19% | 0.29% | 0.57% | Q4 2020 | Q3 2023 | 11 |
SkyOak Wealth, LLC | 7 | 4 | 0.05% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 11 |
Kaizen Financial Strategies | 9 | 2 | 0.17% | 0.60% | 1.61% | Q4 2020 | Q3 2023 | 11 |
Birch Grove Capital LP | 9 | 1 | 0.19% | 0.53% | 1.24% | Q1 2018 | Q4 2022 | 11 |
Wealthstreet Investment Advisors, LLC | 9 | 2 | 0.03% | 0.08% | 0.16% | Q2 2018 | Q1 2021 | 11 |
KWB Wealth | 11 | 11 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 1 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q3 2023 | 11 |
Northwest Capital Management Inc | 4 | 3 | 0.06% | 0.20% | 0.40% | Q3 2018 | Q3 2023 | 11 |
Cubist Systematic Strategies, LLC | 3 | 1 | 0.00% | 0.31% | 2.40% | Q1 2015 | Q2 2023 | 11 |
Clarkston Capital Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.25% | 0.29% | 0.35% | Q1 2021 | Q3 2023 | 11 |
KENNICOTT CAPITAL MANAGEMENT LLC | 11 | 11 | 0.13% | 0.32% | 0.50% | Q1 2021 | Q3 2023 | 11 |
Wealth Alliance | 7 | 1 | 0.06% | 0.17% | 0.51% | Q1 2020 | Q2 2023 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.16% | 0.48% | 1.17% | Q2 2013 | Q4 2015 | 11 |
Centerbridge Partners | 6 | 1 | 1.83% | 9.76% | 34.92% | Q3 2013 | Q1 2022 | 11 |
Fort Sheridan Advisors LLC | 11 | 11 | 0.14% | 0.19% | 0.23% | Q1 2021 | Q3 2023 | 11 |
Advisors Capital Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q3 2023 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.07% | 1.16% | 1.92% | Q1 2021 | Q3 2023 | 11 |
Fermata Advisors, LLC | 11 | 11 | 0.29% | 1.18% | 3.87% | Q1 2021 | Q3 2023 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.08% | 0.19% | 0.31% | Q1 2019 | Q1 2022 | 11 |
Stewardship Financial Advisors, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q1 2021 | 11 |
PVG ASSET MANAGEMENT CORP | 4 | 2 | 0.18% | 3.35% | 9.11% | Q2 2018 | Q3 2023 | 11 |
Campion Asset Management | 11 | 11 | 2.96% | 3.56% | 5.01% | Q1 2021 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.03% | 0.04% | 0.08% | Q4 2020 | Q2 2023 | 11 |
M. Kraus & Co | 11 | 11 | 0.22% | 0.28% | 0.33% | Q1 2021 | Q3 2023 | 11 |
Numina Capital Management, LLC | 9 | 2 | 4.17% | 17.07% | 31.30% | Q4 2014 | Q4 2017 | 11 |
Hoover Financial Advisors, Inc. | 11 | 11 | 0.22% | 0.38% | 0.55% | Q4 2018 | Q2 2021 | 11 |
CORTLAND ASSOCIATES INC/MO | 7 | 4 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2022 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.52% | 0.93% | 1.05% | Q4 2017 | Q2 2020 | 11 |
QUEST CAPITAL MANAGEMENT INC /ADV | 11 | 11 | 0.05% | 0.22% | 0.55% | Q2 2019 | Q4 2021 | 11 |
Ameritas Investment Company, LLC | 11 | 11 | 0.16% | 0.41% | 1.10% | Q1 2019 | Q3 2021 | 11 |
Islet Management, LP | 3 | 1 | 1.07% | 3.19% | 7.11% | Q4 2018 | Q1 2023 | 11 |
Rothschild Capital Partners, LLC | 5 | 1 | 0.99% | 5.13% | 16.08% | Q1 2016 | Q3 2023 | 11 |
TAMRO Capital Partners LLC | 11 | 11 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q4 2015 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.16% | 0.49% | 3.28% | Q4 2019 | Q2 2022 | 11 |
Wealth Advisors of Tampa Bay, LLC | 11 | 11 | 0.13% | 0.16% | 0.18% | Q1 2021 | Q3 2023 | 11 |
SouthernSun Asset Management | 3 | 1 | 0.02% | 0.18% | 0.95% | Q4 2013 | Q4 2021 | 11 |
Twele Capital Management, Inc. | 11 | 11 | 0.76% | 1.26% | 1.51% | Q1 2021 | Q3 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.37% | 0.51% | 0.61% | Q4 2019 | Q2 2022 | 11 |
Clal Insurance Enterprises Holdings Ltd | 4 | 1 | 0.01% | 2.41% | 5.40% | Q4 2016 | Q2 2023 | 11 |
Trust Co | 8 | 1 | 0.00% | 0.01% | 0.08% | Q3 2018 | Q3 2023 | 11 |
Westshore Wealth, LLC | 10 | 1 | 1.14% | 4.06% | 5.20% | Q4 2019 | Q2 2023 | 11 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 5 | 1 | 3.44% | 7.85% | 16.40% | Q3 2013 | Q4 2018 | 11 |
Stratos Investment Management, LLC | 11 | 11 | 0.07% | 0.40% | 0.86% | Q1 2021 | Q3 2023 | 11 |
BFSG, LLC | 7 | 4 | 0.04% | 0.08% | 0.10% | Q1 2017 | Q4 2019 | 11 |
Maven Securities LTD | 4 | 1 | 0.01% | 0.12% | 0.52% | Q3 2020 | Q3 2023 | 11 |
GoalVest Advisory LLC | 8 | 3 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q4 2023 | 11 |
Castleview Partners, LLC | 8 | 1 | 0.01% | 0.41% | 1.91% | Q1 2018 | Q3 2023 | 11 |
CMG Global Holdings, LLC | 11 | 11 | 2.97% | 3.26% | 3.65% | Q1 2021 | Q3 2023 | 11 |
SECURITY BENEFIT LIFE INSURANCE CO /KS/ | 8 | 1 | 0.08% | 1.10% | 4.90% | Q4 2018 | Q1 2023 | 11 |
Journey Advisory Group, LLC | 11 | 11 | 0.03% | 0.11% | 0.16% | Q4 2020 | Q2 2023 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.38% | 0.46% | 0.55% | Q4 2016 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 1.87% | 2.57% | 3.32% | Q1 2021 | Q3 2023 | 11 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 11 | 11 | 3.43% | 4.00% | 5.32% | Q1 2021 | Q3 2023 | 11 |
Lehman Financial Resources, Inc. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2015 | 11 |
Forward Management, LLC | 3 | 1 | 0.00% | 4.39% | 10.07% | Q4 2013 | Q4 2019 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Hunting Hill Global Capital, LLC | 3 | 1 | 0.25% | 1.27% | 4.21% | Q4 2020 | Q2 2023 | 11 |
ARGUS INVESTORS' COUNSEL, INC. | 11 | 11 | 0.17% | 0.25% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Planned Solutions, Inc. | 7 | 4 | 0.76% | 0.94% | 1.08% | Q3 2020 | Q2 2023 | 11 |
Point72 Middle East FZE | 4 | 4 | 0.00% | 0.45% | 1.47% | Q4 2022 | Q3 2023 | 11 |
D.B. Root & Company, LLC | 8 | 1 | 0.08% | 0.14% | 0.18% | Q1 2018 | Q1 2022 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.02% | 0.79% | 1.34% | Q1 2021 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.00% | 0.19% | 0.36% | Q2 2013 | Q4 2015 | 11 |
Cable Hill Partners, LLC | 11 | 11 | 0.00% | 0.03% | 0.07% | Q3 2016 | Q1 2019 | 11 |
Wallington Asset Management, LLC | 11 | 11 | 1.30% | 1.43% | 1.54% | Q2 2013 | Q4 2015 | 11 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 4 | 3 | 0.46% | 1.43% | 1.78% | Q1 2020 | Q3 2023 | 11 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 9 | 1 | 0.07% | 0.28% | 0.57% | Q4 2017 | Q3 2023 | 11 |
WestHill Financial Advisors, Inc. | 9 | 2 | 0.04% | 0.04% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Union Square Park Capital Management, LLC | 8 | 2 | 8.14% | 15.61% | 28.04% | Q4 2020 | Q3 2023 | 11 |
KENNEDY CAPITAL MANAGEMENT LLC | 8 | 1 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q3 2020 | 11 |
Round Rock Advisors, LLC | 11 | 11 | 0.25% | 0.52% | 1.08% | Q1 2021 | Q3 2023 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 0.39% | 0.51% | 0.56% | Q1 2021 | Q3 2023 | 11 |
Alhambra Investment Management LLC | 10 | 1 | 0.28% | 1.32% | 3.09% | Q4 2019 | Q3 2022 | 11 |
FundX Investment Group, LLC | 6 | 1 | 0.05% | 0.68% | 1.74% | Q4 2013 | Q2 2021 | 11 |
EQ LLC | 11 | 11 | 0.86% | 1.07% | 1.47% | Q4 2020 | Q2 2023 | 11 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 11 | 11 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2023 | 11 |
Sandell Asset Management Corp. | 4 | 1 | 0.20% | 5.32% | 17.42% | Q4 2014 | Q4 2019 | 11 |
Ten Capital Wealth Advisors, LLC | 11 | 11 | 0.01% | 0.06% | 0.16% | Q3 2020 | Q1 2023 | 11 |
I.G. INVESTMENT MANAGEMENT, LTD. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 11 |
MBA Advisors LLC | 11 | 11 | 0.33% | 0.55% | 0.74% | Q1 2021 | Q3 2023 | 11 |
Renasant Bank | 9 | 2 | 0.18% | 0.27% | 0.37% | Q4 2020 | Q3 2023 | 11 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.06% | 0.87% | 3.79% | Q4 2021 | Q3 2023 | 11 |
Yellowstone Partners, LLC | 9 | 2 | 0.11% | 0.14% | 0.18% | Q4 2013 | Q4 2017 | 11 |
AMI INVESTMENT MANAGEMENT INC | 9 | 2 | 0.11% | 0.35% | 0.63% | Q3 2019 | Q2 2022 | 11 |
EPG Wealth Management LLC | 5 | 1 | 0.02% | 0.05% | 0.14% | Q4 2019 | Q3 2023 | 11 |
State of Wyoming | 11 | 11 | 0.12% | 2.56% | 20.98% | Q1 2021 | Q3 2023 | 11 |
SG3 Management, LLC | 4 | 1 | 0.13% | 0.80% | 1.73% | Q4 2016 | Q4 2022 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.09% | 0.12% | 0.16% | Q4 2018 | Q2 2021 | 11 |
Newport Capital Group, LLC | 9 | 2 | 2.91% | 4.53% | 5.23% | Q4 2020 | Q3 2023 | 11 |
Saturna Capital CORP | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2015 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.43% | 0.49% | 0.64% | Q1 2014 | Q1 2017 | 11 |
DeepCurrents Investment Group LLC | 3 | 2 | 0.01% | 0.49% | 1.13% | Q4 2020 | Q2 2022 | 11 |
Enterprise Trust & Investment Co | 10 | 10 | 0.00% | 0.05% | 0.06% | Q1 2020 | Q2 2022 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.01% | 0.02% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Force Capital Management LLC | 10 | 10 | 1.26% | 4.52% | 7.77% | Q2 2017 | Q3 2019 | 10 |
Wealth Quarterback LLC | 4 | 1 | 0.04% | 0.46% | 1.38% | Q1 1987 | Q1 2023 | 10 |
Private Advisory Group LLC | 7 | 3 | 0.08% | 1.49% | 2.35% | Q2 2018 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.53% | 0.83% | 1.44% | Q4 2015 | Q1 2018 | 10 |
Greenhouse Funds LLLP | 6 | 1 | 0.29% | 4.33% | 10.77% | Q2 2017 | Q3 2023 | 10 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 5 | 1 | 0.05% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 10 |
Wellesley Investment Partners, LLC | 8 | 2 | 0.09% | 0.23% | 0.74% | Q4 2015 | Q4 2019 | 10 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 9 | 1 | 0.00% | 0.04% | 0.05% | Q2 2020 | Q3 2023 | 10 |
Bedell Frazier Investment Counselling, LLC | 3 | 1 | 0.06% | 1.46% | 3.65% | Q4 2016 | Q2 2022 | 10 |
Stockman Wealth Management, Inc. | 5 | 1 | 0.05% | 0.08% | 0.30% | Q4 2017 | Q3 2023 | 10 |
Vanguard Personalized Indexing Management, LLC | 10 | 10 | 0.04% | 0.08% | 0.20% | Q2 2021 | Q3 2023 | 10 |
Shulman DeMeo Asset Management LLC | 6 | 4 | 0.07% | 0.11% | 0.20% | Q1 2019 | Q1 2023 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.01% | 0.04% | 0.10% | Q4 2020 | Q3 2023 | 10 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 8 | 2 | 0.00% | 0.25% | 1.06% | Q2 2014 | Q4 2018 | 10 |
Summit Financial Wealth Advisors, LLC | 6 | 4 | 0.08% | 0.22% | 0.71% | Q4 2014 | Q3 2017 | 10 |
Jump Financial, LLC | 9 | 1 | 0.02% | 1.96% | 4.34% | Q3 2020 | Q2 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.06% | Q4 2019 | Q3 2023 | 10 |
Intrua Financial, LLC | 9 | 1 | 0.15% | 0.36% | 0.57% | Q2 2020 | Q1 2023 | 10 |
SP Asset Management | 9 | 1 | 0.03% | 0.03% | 0.05% | Q4 2019 | Q3 2022 | 10 |
Graticule Asia Macro Advisors LLC | 2 | 1 | 0.12% | 4.77% | 17.35% | Q1 2015 | Q4 2021 | 10 |
HHM Wealth Advisors, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 10 |
HEADINVEST, LLC | 9 | 1 | 0.01% | 0.12% | 0.16% | Q2 2014 | Q3 2023 | 10 |
RICE HALL JAMES & ASSOCIATES, LLC | 9 | 1 | 0.02% | 0.04% | 0.11% | Q4 2017 | Q4 2022 | 10 |
Taylor Wealth Management Partners | 9 | 1 | 0.01% | 0.89% | 4.66% | Q4 2015 | Q4 2018 | 10 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.19% | 0.26% | 0.45% | Q2 2014 | Q3 2016 | 10 |
CastleKnight Management LP | 6 | 6 | 0.46% | 3.00% | 7.39% | Q2 2022 | Q3 2023 | 10 |
STEELHEAD PARTNERS LLC | 4 | 1 | 0.00% | 0.11% | 0.42% | Q2 2013 | Q4 2016 | 10 |
EverPoint Asset Management, LLC | 6 | 3 | 0.07% | 1.53% | 6.43% | Q2 2014 | Q3 2016 | 10 |
Elo Mutual Pension Insurance Co | 10 | 10 | 2.45% | 3.15% | 4.07% | Q1 2018 | Q2 2020 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2015 | 10 |
Hills Bank & Trust Co | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
LEVIN CAPITAL STRATEGIES, L.P. | 3 | 1 | 0.05% | 0.57% | 1.63% | Q3 2014 | Q3 2023 | 10 |
NorthCoast Asset Management LLC | 10 | 10 | 0.09% | 0.13% | 0.20% | Q2 2019 | Q3 2021 | 10 |
F3Logic, LLC | 10 | 10 | 0.01% | 0.15% | 0.56% | Q3 2018 | Q4 2020 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
High Falls Advisors, Inc | 3 | 2 | 0.01% | 0.88% | 3.47% | Q4 2015 | Q2 2021 | 10 |
Andalusian Capital Partners, LP | 8 | 2 | 0.58% | 18.48% | 36.29% | Q4 2013 | Q2 2016 | 10 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 10 | 10 | 0.10% | 1.31% | 8.15% | Q4 2020 | Q1 2023 | 10 |
Cornerstone Wealth Group, LLC | 10 | 10 | 0.24% | 0.86% | 3.04% | Q2 2021 | Q3 2023 | 10 |
Hound Partners | 7 | 1 | 0.53% | 7.43% | 20.36% | Q4 2013 | Q3 2022 | 10 |
New Potomac Partners, LLC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2020 | 10 |
Spotlight Asset Group, Inc. | 6 | 1 | 0.09% | 0.29% | 0.97% | Q2 2020 | Q3 2023 | 10 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 6 | 4 | 0.02% | 0.05% | 0.10% | Q4 2017 | Q1 2021 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 0.18% | 0.43% | 0.63% | Q4 2017 | Q1 2020 | 10 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 4 | 1 | 0.13% | 0.36% | 0.85% | Q4 2016 | Q2 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Truvvo Partners LLC | 9 | 1 | 0.11% | 0.16% | 0.23% | Q4 2016 | Q2 2019 | 10 |
Riggs Asset Managment Co. Inc. | 10 | 10 | 0.00% | 1.00% | 2.43% | Q4 2020 | Q1 2023 | 10 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 4 | 1 | 0.05% | 0.15% | 0.30% | Q1 2015 | Q2 2021 | 10 |
Garrison Point Capital, LLC | 10 | 10 | 0.21% | 2.33% | 7.21% | Q2 2020 | Q3 2022 | 10 |
GAMCO INVESTORS, INC. ET AL | 5 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 10 |
Laidlaw Wealth Management LLC | 8 | 2 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q3 2023 | 10 |
L. Roy Papp & Associates, LLP | 8 | 2 | 0.02% | 0.08% | 0.10% | Q2 2013 | Q1 2022 | 10 |
Banco de Sabadell, S.A | 5 | 5 | 0.02% | 0.04% | 0.10% | Q4 2017 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.09% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 10 |
NEW YORK STATE COMMON RETIREMENT FUND | 9 | 1 | 0.01% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Bath Savings Trust Co | 6 | 4 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 10 |
Convergent Wealth Advisors | 10 | 10 | 2.24% | 3.13% | 3.91% | Q2 2013 | Q3 2015 | 10 |
JOYN Advisors, Inc. | 4 | 1 | 0.00% | 0.05% | 0.13% | Q4 2013 | Q4 2018 | 10 |
Bank of New Hampshire | 10 | 10 | 0.24% | 0.28% | 0.35% | Q2 2021 | Q3 2023 | 10 |
Strategic Equity Management | 7 | 3 | 0.07% | 2.97% | 6.88% | Q1 2021 | Q3 2023 | 10 |
SG Capital Management LLC | 8 | 1 | 1.96% | 10.69% | 23.97% | Q3 2017 | Q4 2020 | 10 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION | 10 | 10 | 0.12% | 0.61% | 0.76% | Q2 2013 | Q3 2015 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Mizuho Bank, Ltd. | 4 | 1 | 1.91% | 5.24% | 9.90% | Q2 2013 | Q3 2019 | 10 |
NatWest Group plc | 10 | 10 | 0.02% | 0.53% | 4.04% | Q2 2013 | Q3 2015 | 10 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 6 | 1 | 0.00% | 0.06% | 0.24% | Q2 2016 | Q3 2021 | 10 |
SILVERBACK ASSET MANAGEMENT LLC | 5 | 1 | 0.01% | 2.35% | 5.86% | Q2 2014 | Q2 2023 | 10 |
Clear Perspective Advisors, LLC | 7 | 3 | 0.02% | 0.12% | 0.33% | Q4 2016 | Q4 2021 | 10 |
WEALTHFRONT Corp | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2018 | 10 |
Vontobel Swiss Wealth Advisors AG | 5 | 5 | 0.18% | 0.38% | 0.63% | Q4 2017 | Q2 2020 | 10 |
Main Management ETF Advisors, LLC | 9 | 1 | 3.00% | 5.66% | 7.48% | Q1 2019 | Q4 2022 | 10 |
Gainplan LLC | 7 | 1 | 0.26% | 11.28% | 74.30% | Q2 2018 | Q2 2022 | 10 |
CapWealth Advisors, LLC | 5 | 2 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q3 2016 | 10 |
FSA Wealth Management LLC | 6 | 1 | 0.11% | 0.14% | 0.17% | Q4 2019 | Q2 2023 | 10 |
SABBY MANAGEMENT, LLC | 2 | 1 | 0.10% | 1.99% | 9.44% | Q2 2013 | Q3 2023 | 10 |
Legacy Wealth Planning, LLC | 8 | 2 | 0.26% | 0.45% | 1.46% | Q4 2019 | Q3 2022 | 10 |
Stonebridge Financial Planning Group, LLC | 10 | 10 | 0.03% | 0.07% | 0.13% | Q4 2019 | Q1 2022 | 10 |
CONTINENTAL ADVISORS LLC | 9 | 9 | 0.55% | 3.19% | 6.40% | Q2 2013 | Q2 2015 | 10 |
HOHIMER WEALTH MANAGEMENT, LLC | 6 | 1 | 0.04% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 10 |
Jackson Wealth Management, LLC | 4 | 1 | 0.07% | 0.52% | 1.29% | Q4 2014 | Q1 2021 | 10 |
BEACON FINANCIAL GROUP | 6 | 1 | 0.09% | 2.19% | 7.04% | Q3 2013 | Q3 2018 | 10 |
Connecticut Wealth Management, LLC | 8 | 1 | 0.04% | 0.15% | 0.44% | Q4 2019 | Q3 2023 | 10 |
Encompass Capital Advisors LLC | 2 | 1 | 0.17% | 10.72% | 23.98% | Q2 2013 | Q1 2023 | 10 |
NINE MASTS CAPITAL Ltd | 2 | 1 | 0.00% | 0.29% | 1.81% | Q2 2015 | Q3 2020 | 10 |
VECTOR WEALTH MANAGEMENT, LLC | 9 | 1 | 0.15% | 0.25% | 0.31% | Q3 2013 | Q4 2016 | 10 |
Front Street Capital Management, Inc. | 6 | 4 | 0.05% | 0.05% | 0.06% | Q1 2021 | Q3 2023 | 10 |
Trexquant Investment LP | 4 | 3 | 0.02% | 0.08% | 0.20% | Q4 2019 | Q2 2023 | 10 |
First Capital Advisors Group, LLC. | 6 | 4 | 0.03% | 0.23% | 0.67% | Q3 2017 | Q2 2023 | 10 |
GRS Advisors, LLC | 10 | 10 | 4.72% | 8.99% | 12.60% | Q2 2013 | Q3 2015 | 10 |
SONATA CAPITAL GROUP INC | 9 | 9 | 0.10% | 0.17% | 0.33% | Q3 2021 | Q3 2023 | 9 |
Bellwether Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 9 |
BCK CAPITAL MANAGEMENT LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
Concord Wealth Partners | 8 | 1 | 0.06% | 0.11% | 0.13% | Q4 2020 | Q3 2023 | 9 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 9 |
CAPITAL GUARDIAN TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2019 | 9 |
Paragon Capital Management Ltd | 5 | 4 | 0.04% | 0.09% | 0.15% | Q1 2021 | Q3 2023 | 9 |
Hayden Royal, LLC | 5 | 4 | 0.16% | 0.56% | 1.10% | Q4 2018 | Q2 2021 | 9 |
Fore Research & Management, LP | 4 | 1 | 0.01% | 2.62% | 7.44% | Q2 2013 | Q1 2017 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.01% | 0.33% | 2.06% | Q4 2019 | Q4 2021 | 9 |
Halpern Financial, Inc. | 7 | 2 | 0.04% | 0.52% | 0.91% | Q4 2019 | Q3 2023 | 9 |
626 Financial, LLC | 8 | 1 | 0.82% | 0.96% | 1.50% | Q1 2021 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 0.70% | 0.89% | 1.03% | Q4 2019 | Q4 2021 | 9 |
CFM WEALTH PARTNERS LLC | 6 | 3 | 0.05% | 0.07% | 0.09% | Q4 2019 | Q1 2022 | 9 |
Pensionmark Financial Group, LLC | 6 | 1 | 0.04% | 0.07% | 0.10% | Q4 2018 | Q1 2022 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
PT ASSET MANAGEMENT, LLC | 3 | 2 | 0.14% | 1.22% | 5.52% | Q3 2015 | Q4 2016 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.13% | 0.15% | 0.19% | Q4 2021 | Q4 2023 | 9 |
GeoWealth Management, LLC | 5 | 1 | 0.01% | 0.22% | 0.49% | Q3 2019 | Q3 2023 | 9 |
JANUS HENDERSON GROUP PLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 9 |
PECONIC PARTNERS LLC | 5 | 1 | 0.02% | 4.33% | 24.67% | Q2 2016 | Q4 2021 | 9 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.03% | 0.10% | Q3 2016 | Q4 2020 | 9 |
AMF Tjanstepension AB | 8 | 1 | 0.41% | 0.54% | 0.67% | Q4 2014 | Q3 2023 | 9 |
Sculptor Capital LP | 4 | 1 | 0.09% | 0.55% | 2.65% | Q3 2013 | Q1 2017 | 9 |
DREMAN VALUE MANAGEMENT, L L C | 9 | 9 | 0.00% | 0.16% | 0.44% | Q2 2013 | Q2 2015 | 9 |
TNF LLC | 9 | 9 | 0.12% | 0.14% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Phoenix Holdings Ltd. | 8 | 1 | 0.02% | 0.19% | 0.37% | Q4 2019 | Q1 2022 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.38% | 0.47% | 0.64% | Q3 2017 | Q3 2019 | 9 |
Executive Wealth Management, LLC | 6 | 3 | 0.01% | 0.04% | 0.05% | Q4 2018 | Q1 2022 | 9 |
CIBC WORLD MARKETS CORP | 3 | 1 | 0.01% | 0.24% | 1.23% | Q4 2016 | Q4 2021 | 9 |
FORT PITT CAPITAL GROUP, LLC | 8 | 1 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q4 2020 | 9 |
HMS Capital Management, LLC | 7 | 7 | 0.05% | 0.95% | 4.50% | Q1 2018 | Q3 2019 | 9 |
InTrack Investment Management Inc | 5 | 1 | 0.17% | 0.62% | 1.39% | Q2 2021 | Q4 2023 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.18% | 0.20% | 0.24% | Q3 2021 | Q3 2023 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 0.17% | 0.27% | 0.35% | Q4 2020 | Q4 2022 | 9 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 5 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 9 |
Community Financial Services Group, LLC | 7 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 9 |
PHH Investments, Ltd. | 9 | 9 | 0.45% | 0.52% | 0.64% | Q4 2017 | Q4 2019 | 9 |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 9 | 9 | 0.10% | 1.30% | 3.60% | Q4 2014 | Q4 2016 | 9 |
Camarda Financial Advisors, LLC | 3 | 1 | 0.00% | 1.74% | 6.01% | Q2 2013 | Q4 2022 | 9 |
Reservoir Operations, L.P. | 9 | 9 | 0.11% | 0.15% | 0.18% | Q4 2013 | Q4 2015 | 9 |
New Capital Management LP | 9 | 9 | 0.03% | 0.07% | 0.13% | Q1 2019 | Q1 2021 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 0.18% | 0.22% | 0.27% | Q3 2021 | Q3 2023 | 9 |
WS MANAGEMENT LLLP | 3 | 2 | 0.18% | 1.06% | 2.15% | Q2 2013 | Q2 2021 | 9 |
Betterment LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
AAFMAA Wealth Management & Trust LLC | 6 | 3 | 0.15% | 0.16% | 0.19% | Q4 2020 | Q1 2023 | 9 |
Espalier Global Management LLC | 4 | 1 | 1.83% | 6.95% | 15.42% | Q2 2013 | Q1 2016 | 9 |
Neuberger Berman Canada ULC | 6 | 6 | 0.37% | 2.56% | 5.29% | Q2 2013 | Q3 2014 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 0.40% | 0.66% | 0.81% | Q4 2021 | Q4 2023 | 9 |
Cambria Investment Management, L.P. | 9 | 9 | 1.65% | 1.92% | 2.51% | Q3 2017 | Q3 2019 | 9 |
Good Harbor Financial, LLC | 7 | 2 | 0.05% | 25.13% | 39.16% | Q2 2013 | Q3 2015 | 9 |
MBL Wealth, LLC | 7 | 2 | 0.14% | 0.31% | 0.60% | Q4 2020 | Q3 2023 | 9 |
BOURGEON CAPITAL MANAGEMENT LLC | 5 | 1 | 0.01% | 0.09% | 0.23% | Q2 2020 | Q2 2023 | 9 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 7 | 1 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q4 2019 | 9 |
Gs Investments, Inc. | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2023 | 9 |
North Fourth Asset Management, LP | 6 | 1 | 1.91% | 5.95% | 15.21% | Q1 2019 | Q4 2022 | 9 |
S&T BANK/PA | 9 | 9 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q4 2022 | 9 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 7 | 2 | 0.02% | 0.05% | 0.10% | Q3 2020 | Q3 2023 | 9 |
WHITENER CAPITAL MANAGEMENT, INC. | 9 | 9 | 0.12% | 0.19% | 0.25% | Q4 2017 | Q4 2019 | 9 |
Claraphi Advisory Network, LLC | 6 | 1 | 0.05% | 0.11% | 0.17% | Q2 2019 | Q1 2022 | 9 |
LSP Investment Advisors, LLC | 9 | 9 | 0.97% | 1.29% | 1.63% | Q3 2021 | Q3 2023 | 9 |
Huber Financial Advisors, LLC | 9 | 9 | 0.11% | 0.18% | 0.22% | Q1 2018 | Q1 2020 | 9 |
MRCap LP | 7 | 7 | 1.14% | 18.86% | 52.79% | Q1 2019 | Q3 2020 | 9 |
55I, LLC | 7 | 2 | 0.02% | 0.09% | 0.28% | Q2 2020 | Q3 2022 | 9 |
BECK CAPITAL MANAGEMENT, LLC | 5 | 4 | 0.76% | 1.84% | 3.48% | Q4 2014 | Q3 2017 | 9 |
Integrated Wealth Management | 9 | 9 | 0.26% | 0.36% | 0.57% | Q1 2015 | Q1 2017 | 9 |
Sequoia Wealth Management, LLC | 9 | 9 | 1.60% | 3.90% | 7.68% | Q4 2017 | Q4 2019 | 9 |
Roundview Capital LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 1.69% | 1.91% | 2.30% | Q3 2021 | Q3 2023 | 9 |
Seneca House Advisors | 9 | 9 | 0.68% | 0.75% | 0.80% | Q4 2017 | Q4 2019 | 9 |
Fulcrum Equity Management | 4 | 1 | 0.09% | 0.51% | 1.22% | Q4 2018 | Q3 2023 | 9 |
Pinion Investment Advisors, LLC | 7 | 2 | 0.18% | 0.67% | 1.31% | Q1 2021 | Q3 2023 | 9 |
Highmount Capital, LLC | 9 | 9 | 0.26% | 0.29% | 0.32% | Q2 2013 | Q2 2015 | 9 |
GRATIA CAPITAL, LLC | 2 | 1 | 0.20% | 8.91% | 30.10% | Q3 2015 | Q3 2023 | 9 |
Quantitative Investment Management, LLC | 6 | 3 | 0.88% | 4.26% | 7.17% | Q3 2016 | Q4 2018 | 9 |
TECTONIC ADVISORS LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Elm Partners Management LLC | 5 | 1 | 0.00% | 0.10% | 0.28% | Q2 2019 | Q1 2022 | 9 |
Tuttle Capital Management, LLC | 3 | 1 | 0.08% | 3.47% | 15.76% | Q1 2014 | Q1 2021 | 9 |
Castellan Group | 9 | 9 | 0.40% | 0.94% | 1.61% | Q1 2021 | Q1 2023 | 9 |
Brick & Kyle, Associates | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2016 | 9 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.00% | 0.22% | 1.72% | Q1 2018 | Q3 2020 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.02% | 0.07% | 0.29% | Q2 2013 | Q2 2015 | 9 |
K.J. Harrison & Partners Inc | 5 | 4 | 0.10% | 0.74% | 2.01% | Q4 2020 | Q2 2023 | 9 |
Bernardo Wealth Planning LLC | 9 | 9 | 0.12% | 0.24% | 0.36% | Q4 2018 | Q4 2020 | 9 |
Windsor Creek Advisors, LLC | 8 | 8 | 0.36% | 5.94% | 13.76% | Q4 2018 | Q3 2020 | 9 |
Employees Retirement System of Texas | 9 | 9 | 0.10% | 0.20% | 0.35% | Q4 2015 | Q4 2017 | 9 |
WBI INVESTMENTS, LLC | 5 | 1 | 1.38% | 1.74% | 2.55% | Q2 2020 | Q3 2023 | 9 |
Blackstone Inc. | 2 | 1 | 0.00% | 0.30% | 0.84% | Q2 2015 | Q1 2023 | 9 |
VeraBank, N.A. | 9 | 9 | 0.32% | 0.46% | 0.65% | Q3 2021 | Q3 2023 | 9 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 3 | 1 | 0.04% | 0.96% | 1.78% | Q3 2014 | Q3 2023 | 9 |
CAPITAL INSIGHT PARTNERS, LLC | 7 | 2 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q2 2023 | 9 |
BOSTON PROVIDENT, L.P. | 9 | 9 | 0.30% | 8.90% | 20.47% | Q2 2013 | Q2 2015 | 9 |
Stevens First Principles Investment Advisors | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 9 |
Bain Capital Public Equity Management II, LLC | 3 | 1 | 0.02% | 0.56% | 1.98% | Q2 2019 | Q1 2023 | 9 |
Trek Financial, LLC | 3 | 3 | 0.02% | 0.12% | 0.29% | Q4 2018 | Q3 2023 | 9 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 5 | 1 | 1.01% | 1.70% | 2.53% | Q2 2020 | Q3 2023 | 9 |
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.07% | 0.22% | Q2 2013 | Q1 2019 | 9 |
Moab Capital Partners | 7 | 1 | 3.74% | 5.93% | 12.26% | Q2 2013 | Q1 2019 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 3.60% | 4.80% | 5.39% | Q4 2014 | Q4 2016 | 9 |
Barber Financial Group, Inc. | 5 | 1 | 0.06% | 2.70% | 7.20% | Q4 2017 | Q1 2022 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.42% | 0.76% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Westchester Capital Management, LLC | 7 | 1 | 0.00% | 0.21% | 0.86% | Q4 2012 | Q1 2015 | 8 |
Texas Yale Capital Corp. | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.03% | 0.11% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 0.15% | 0.21% | 0.32% | Q4 2021 | Q3 2023 | 8 |
KEB ASSET MANAGEMENT, LLC | 8 | 8 | 0.15% | 0.25% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Silver Point Capital L.P. | 4 | 2 | 0.50% | 3.58% | 9.19% | Q4 2013 | Q4 2019 | 8 |
American Assets Investment Management, LLC | 6 | 2 | 0.18% | 0.52% | 1.15% | Q1 2018 | Q1 2022 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.44% | 0.58% | 0.73% | Q4 2021 | Q3 2023 | 8 |
DEARBORN PARTNERS LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 8 |
Commonwealth Financial Services, LLC | 4 | 1 | 0.14% | 2.43% | 15.15% | Q4 2014 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.39% | 0.45% | 0.54% | Q4 2021 | Q3 2023 | 8 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.12% | 0.20% | Q2 2021 | Q1 2023 | 8 |
Lake Point Wealth Management | 5 | 1 | 0.00% | 0.06% | 0.08% | Q4 2018 | Q2 2022 | 8 |
Wolf Group Capital Advisors | 8 | 8 | 0.11% | 0.14% | 0.17% | Q4 2020 | Q3 2022 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 0.20% | 0.40% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 2.90% | 3.57% | 4.62% | Q1 2020 | Q4 2021 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 8 |
Optiver US LLC | 3 | 1 | 0.01% | 0.13% | 0.40% | Q3 2017 | Q4 2020 | 8 |
JBF Capital, Inc. | 3 | 1 | 0.00% | 3.55% | 9.88% | Q4 2015 | Q2 2020 | 8 |
Corvex Management LP | 2 | 1 | 2.12% | 6.14% | 12.25% | Q2 2014 | Q2 2023 | 8 |
ARDSLEY ADVISORY PARTNERS LP | 3 | 1 | 0.92% | 4.77% | 16.86% | Q4 2013 | Q3 2022 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.13% | 0.16% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Icon Wealth Partners, LLC | 4 | 1 | 0.01% | 0.15% | 0.94% | Q1 2019 | Q2 2023 | 8 |
Heartwood Wealth Advisors LLC | 4 | 4 | 0.04% | 0.07% | 0.10% | Q3 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.29% | 0.49% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Red Door Wealth Management, LLC | 4 | 1 | 0.08% | 0.16% | 0.24% | Q4 2019 | Q4 2022 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.17% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 8 |
ML & R WEALTH MANAGEMENT LLC | 8 | 8 | 0.18% | 0.26% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Rotella Capital Management, Inc. | 8 | 8 | 0.42% | 2.63% | 5.16% | Q2 2013 | Q1 2015 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.02% | 0.06% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.47% | 0.62% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Optiver Holding B.V. | 6 | 2 | 0.01% | 0.05% | 0.11% | Q1 2021 | Q3 2023 | 8 |
Arden Trust Co | 8 | 8 | 0.07% | 0.08% | 0.12% | Q2 2019 | Q1 2021 | 8 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.15% | 0.21% | Q1 2022 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.22% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Loeb Offshore Management LP | 5 | 5 | 0.00% | 0.05% | 0.11% | Q4 2013 | Q4 2014 | 8 |
Morling Financial Advisors, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Bensler, LLC | 8 | 8 | 0.30% | 0.35% | 0.41% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 3.40% | 4.09% | 4.82% | Q4 2021 | Q3 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 0.53% | 0.61% | 0.80% | Q4 2021 | Q3 2023 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 7 | 7 | 0.04% | 0.41% | 0.78% | Q1 2022 | Q3 2023 | 8 |
BENJAMIN EDWARDS INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.46% | 0.51% | 0.59% | Q4 2021 | Q3 2023 | 8 |
SHELTON WEALTH MANAGEMENT, LLC | 8 | 8 | 0.62% | 0.88% | 1.12% | Q4 2021 | Q3 2023 | 8 |
PIN OAK INVESTMENT ADVISORS INC | 6 | 2 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.07% | 0.13% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Wescott Financial Advisory Group, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
BROADMARK ASSET MANAGEMENT LLC | 2 | 1 | 13.04% | 29.10% | 57.04% | Q4 2013 | Q4 2019 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.13% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Red Tortoise LLC | 4 | 4 | 0.40% | 0.79% | 1.13% | Q3 2021 | Q3 2023 | 8 |
OPTIONS SOLUTIONS, LLC | 8 | 8 | 2.28% | 3.40% | 4.20% | Q4 2021 | Q3 2023 | 8 |
PERRY CAPITAL | 5 | 1 | 3.24% | 8.42% | 20.26% | Q3 2013 | Q1 2016 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.18% | 0.94% | Q4 2021 | Q3 2023 | 8 |
Flower City Capital | 8 | 8 | 0.37% | 0.57% | 0.86% | Q4 2021 | Q3 2023 | 8 |
NinePointTwo Capital LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Peterson Financial Group, Inc. | 8 | 8 | 0.76% | 0.93% | 1.59% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.16% | 0.26% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Berger Financial Group, Inc | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q2 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Francis Financial, Inc. | 6 | 2 | 0.25% | 0.91% | 2.37% | Q4 2017 | Q3 2023 | 8 |
Lodge Hill Capital, LLC | 2 | 1 | 5.62% | 9.52% | 13.85% | Q3 2014 | Q2 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.14% | 0.28% | 0.56% | Q4 2021 | Q3 2023 | 8 |
Buckingham Capital Management, Inc. | 8 | 8 | 0.07% | 0.19% | 0.26% | Q2 2013 | Q1 2015 | 8 |
Independent Advisor Alliance | 5 | 1 | 0.01% | 0.16% | 0.60% | Q1 2017 | Q3 2023 | 8 |
Brewster Financial Planning LLC | 8 | 8 | 12.22% | 12.53% | 13.07% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.05% | 0.67% | 1.94% | Q4 2021 | Q3 2023 | 8 |
SPHERA FUNDS MANAGEMENT LTD. | 3 | 1 | 0.73% | 4.81% | 12.88% | Q4 2013 | Q1 2023 | 8 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.11% | 0.22% | 0.27% | Q4 2021 | Q3 2023 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.03% | 0.06% | Q4 2021 | Q3 2023 | 8 |
HFG Advisors, Inc. | 8 | 8 | 0.98% | 1.05% | 1.15% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.31% | 0.37% | 0.44% | Q2 2013 | Q1 2015 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.15% | 0.26% | 0.40% | Q1 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
True Link Financial Advisors, LLC | 8 | 8 | 0.03% | 0.08% | 0.16% | Q4 2020 | Q3 2022 | 8 |
FRONTIER INVESTMENT MGMT CO | 6 | 1 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q2 2020 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.52% | 0.63% | 0.83% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.27% | 0.42% | 0.48% | Q2 2013 | Q1 2015 | 8 |
DBK Financial Counsel, LLC | 8 | 8 | 2.14% | 2.59% | 3.14% | Q4 2021 | Q3 2023 | 8 |
Asset Allocation & Management Company, LLC | 8 | 8 | 0.08% | 0.12% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Amtrust Financial Services, Inc. | 8 | 8 | 2.06% | 4.39% | 7.18% | Q4 2021 | Q3 2023 | 8 |
Tidal Investments LLC | 4 | 1 | 0.06% | 1.36% | 3.28% | Q4 2019 | Q2 2023 | 8 |
BRIGGS ADVISORY GROUP, INC. | 8 | 8 | 5.99% | 7.39% | 9.64% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Coury Firm Asset Management LLC | 8 | 8 | 0.41% | 0.52% | 0.58% | Q4 2021 | Q3 2023 | 8 |
FIRST COMMUNITY TRUST NA | 8 | 8 | 0.18% | 0.24% | 0.27% | Q4 2021 | Q3 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 1.75% | 1.91% | 2.12% | Q4 2021 | Q3 2023 | 8 |
BLODGETT WEALTH ADVISORS, LLC | 8 | 8 | 0.97% | 1.36% | 2.02% | Q4 2021 | Q3 2023 | 8 |
United Capital Management of KS, Inc. | 4 | 1 | 0.09% | 0.14% | 0.18% | Q3 2018 | Q2 2021 | 8 |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 8 | 8 | 0.54% | 0.65% | 0.78% | Q4 2021 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 0.31% | 0.49% | 0.60% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY MANAGEMENT ASSOCIATES LLC | 4 | 4 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q4 2015 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.11% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 0.46% | 0.62% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Ackerman Capital Advisors, LLC | 5 | 1 | 0.00% | 0.08% | 0.14% | Q2 2017 | Q4 2019 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Professional Financial Advisors, LLC | 5 | 3 | 0.00% | 0.26% | 0.76% | Q3 2020 | Q3 2022 | 8 |
Black Maple Capital Management LP | 2 | 1 | 0.22% | 3.49% | 7.03% | Q4 2015 | Q2 2023 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.02% | 0.03% | 0.08% | Q4 2019 | Q3 2021 | 8 |
Mechanics Financial Corp | 8 | 8 | 1.26% | 1.36% | 1.42% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Quent Capital, LLC | 8 | 8 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.76% | 0.94% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Kaydan Wealth Management, Inc. | 8 | 8 | 0.32% | 3.17% | 13.19% | Q4 2021 | Q3 2023 | 8 |
Winthrop Partners - WNY, LLC | 8 | 8 | 0.10% | 0.12% | 0.14% | Q4 2017 | Q3 2019 | 8 |
Pinnacle Family Advisors, LLC | 4 | 1 | 0.11% | 3.42% | 6.40% | Q4 2016 | Q3 2021 | 8 |
Granby Capital Management, LLC | 5 | 1 | 2.81% | 4.80% | 8.40% | Q4 2020 | Q3 2023 | 8 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 5 | 1 | 0.09% | 4.22% | 14.94% | Q2 2013 | Q4 2015 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.12% | 0.23% | 0.44% | Q4 2021 | Q3 2023 | 8 |
KilterHowling LLC | 8 | 8 | 0.24% | 0.29% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Summit X, LLC | 7 | 1 | 0.04% | 0.09% | 0.21% | Q4 2018 | Q1 2022 | 8 |
Clientfirst Wealth Management, LLC | 8 | 8 | 1.23% | 1.66% | 2.16% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.58% | 0.68% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 0.46% | 0.59% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Alight Capital Management LP | 3 | 1 | 1.19% | 3.82% | 6.32% | Q1 2020 | Q3 2023 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.03% | 0.16% | 0.46% | Q1 2020 | Q4 2021 | 8 |
Hayek Kallen Investment Management | 8 | 8 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 0.26% | 0.29% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Latigo Investments, LLC | 8 | 8 | 4.46% | 5.47% | 6.16% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 0.34% | 0.37% | 0.42% | Q4 2021 | Q3 2023 | 8 |
SOUTH GEORGIA CAPITAL, LLC | 8 | 8 | 0.08% | 0.23% | 0.36% | Q4 2013 | Q3 2015 | 8 |
Thiel Macro LLC | 3 | 1 | 1.90% | 9.27% | 24.61% | Q2 2017 | Q3 2019 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 0.29% | 0.34% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Bell Rock Capital LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
City State Bank | 8 | 8 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
TEXAS CAPITAL BANCSHARES INC/TX | 8 | 8 | 0.19% | 0.74% | 1.67% | Q4 2021 | Q3 2023 | 8 |
SBB Research Group LLC | 8 | 8 | 0.55% | 6.51% | 19.46% | Q4 2021 | Q3 2023 | 8 |
THREE BAYS CAPITAL LP | 5 | 3 | 11.10% | 16.00% | 29.99% | Q1 2015 | Q3 2017 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Coyle Financial Counsel LLC | 5 | 3 | 2.76% | 3.44% | 4.47% | Q4 2013 | Q1 2016 | 8 |
Threshold Group LLC | 8 | 8 | 1.20% | 1.44% | 1.67% | Q4 2015 | Q3 2017 | 8 |
Alberta Investment Management Corp | 8 | 8 | 0.82% | 0.96% | 1.29% | Q4 2021 | Q3 2023 | 8 |
Aspire Wealth Management Corp | 8 | 8 | 0.08% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Perella Weinberg Partners Capital Management LP | 3 | 1 | 0.17% | 1.99% | 5.64% | Q2 2013 | Q4 2021 | 8 |
HORIZON BANCORP INC /IN/ | 4 | 4 | 0.02% | 0.05% | 0.11% | Q4 2019 | Q3 2023 | 8 |
UNIONVIEW, LLC | 8 | 8 | 3.78% | 4.16% | 4.61% | Q4 2021 | Q3 2023 | 8 |
Lifeworks Advisors, LLC | 8 | 8 | 0.34% | 0.62% | 2.04% | Q4 2021 | Q3 2023 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.12% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.00% | 1.85% | 8.25% | Q4 2021 | Q3 2023 | 8 |
DEARBORN CAPITAL MANAGEMENT LLC | 8 | 8 | 6.14% | 7.26% | 9.11% | Q4 2016 | Q3 2018 | 8 |
CWA Asset Management Group, LLC | 5 | 1 | 0.02% | 0.06% | 0.35% | Q4 2015 | Q1 2023 | 8 |
Taconic Capital Advisors LP | 2 | 1 | 0.00% | 1.55% | 4.31% | Q4 2014 | Q3 2022 | 8 |
Select Asset Management & Trust | 3 | 1 | 0.41% | 2.58% | 4.64% | Q4 2013 | Q2 2021 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.37% | 0.51% | 0.66% | Q4 2021 | Q3 2023 | 8 |
Hedeker Wealth, LLC | 3 | 1 | 0.01% | 0.20% | 0.66% | Q4 2014 | Q3 2021 | 8 |
Activest Wealth Management | 6 | 1 | 0.47% | 0.85% | 1.25% | Q1 2021 | Q3 2023 | 8 |
Berkeley Capital Partners, LLC | 8 | 8 | 0.16% | 0.22% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 1.60% | 2.99% | 5.28% | Q4 2021 | Q3 2023 | 8 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.40% | 2.32% | Q4 2014 | Q4 2021 | 8 |
Facet Wealth, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 0.33% | 0.38% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Bronte Capital Management Pty Ltd. | 7 | 1 | 1.83% | 18.19% | 27.73% | Q4 2020 | Q2 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CJM Wealth Advisers, Ltd. | 8 | 8 | 0.71% | 0.91% | 1.21% | Q4 2021 | Q3 2023 | 8 |
CAZ INVESTMENTS LP | 4 | 3 | 0.18% | 17.23% | 41.17% | Q4 2014 | Q1 2017 | 8 |
LOWERY THOMAS, LLC | 8 | 8 | 0.81% | 0.92% | 1.03% | Q4 2021 | Q3 2023 | 8 |
STONNINGTON GROUP, LLC | 6 | 2 | 0.05% | 0.06% | 0.07% | Q1 2021 | Q1 2023 | 8 |
ARS Wealth Advisors Group, LLC | 8 | 8 | 0.04% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Black Swift Group, LLC | 4 | 1 | 0.04% | 1.73% | 5.27% | Q3 2017 | Q2 2021 | 8 |
Smallwood Wealth Investment Management, LLC | 8 | 8 | 0.46% | 0.55% | 0.68% | Q4 2021 | Q3 2023 | 8 |
Mill Capital Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.01% | 0.01% | 0.06% | Q2 2013 | Q1 2015 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.93% | 1.51% | 1.94% | Q4 2018 | Q3 2020 | 8 |
Curi Wealth Management, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Glen Point Capital LLP | 3 | 1 | 0.42% | 15.98% | 49.53% | Q4 2016 | Q2 2020 | 8 |
Secrest Blakey & Associates, LLC | 8 | 8 | 2.35% | 3.03% | 3.72% | Q4 2017 | Q3 2019 | 8 |
Caerus Investment Advisors, LLC | 8 | 8 | 5.76% | 6.95% | 8.54% | Q4 2021 | Q3 2023 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.70% | 0.78% | 0.85% | Q1 2013 | Q4 2014 | 8 |
Rappaport Reiches Capital Management, LLC | 8 | 8 | 0.11% | 0.17% | 0.26% | Q2 2021 | Q1 2023 | 8 |
Cairn Investment Group, Inc. | 4 | 4 | 0.14% | 0.18% | 0.25% | Q2 2021 | Q3 2023 | 8 |
Legacy Financial Advisors, Inc. | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2017 | Q3 2019 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Triumph Capital Management | 5 | 3 | 0.38% | 1.38% | 2.19% | Q2 2021 | Q3 2023 | 8 |
Silver Rock Financial LP | 4 | 4 | 8.96% | 32.47% | 48.66% | Q4 2017 | Q4 2019 | 8 |
Kathleen S. Wright Associates Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
IronBridge Private Wealth, LLC | 7 | 1 | 0.00% | 0.33% | 2.20% | Q4 2020 | Q2 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.22% | 0.28% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Audent Global Asset Management, LLC | 8 | 8 | 2.30% | 3.71% | 6.10% | Q4 2021 | Q3 2023 | 8 |
Axiom Investment Management LLC | 8 | 8 | 0.00% | 0.02% | 0.12% | Q1 2019 | Q4 2020 | 8 |
Proxima Capital Management, LLC | 3 | 2 | 5.41% | 7.01% | 8.66% | Q2 2013 | Q2 2017 | 8 |
Global Atlantic Investment Advisors, LLC | 8 | 8 | 3.13% | 3.95% | 6.96% | Q4 2014 | Q3 2016 | 8 |
CMT TRADING LLC | 2 | 1 | 0.53% | 6.77% | 16.96% | Q1 2014 | Q2 2018 | 8 |
Verus Financial Partners, Inc. | 7 | 1 | 0.03% | 0.16% | 1.10% | Q3 2020 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q4 2018 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.40% | 0.54% | 0.62% | Q4 2021 | Q3 2023 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 0.40% | 0.89% | 1.32% | Q4 2015 | Q3 2017 | 8 |
Aft, Forsyth & Sober, LLC | 8 | 8 | 8.63% | 9.57% | 11.19% | Q1 2014 | Q4 2015 | 8 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q3 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 0.56% | 0.60% | 0.68% | Q4 2021 | Q3 2023 | 8 |
WorthPointe, LLC | 8 | 8 | 0.16% | 0.88% | 4.22% | Q4 2021 | Q3 2023 | 8 |
Lucia Wealth Services, LLC | 8 | 8 | 0.01% | 0.09% | 0.42% | Q1 2018 | Q4 2019 | 8 |
Objective Capital Management, LLC | 8 | 8 | 1.04% | 1.58% | 1.89% | Q4 2021 | Q3 2023 | 8 |
Chicago Wealth Management, Inc. | 8 | 8 | 0.75% | 3.85% | 7.21% | Q2 2020 | Q1 2022 | 8 |
CLEAR STREET LLC | 5 | 5 | 0.46% | 4.31% | 13.67% | Q2 2022 | Q2 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.10% | 0.22% | 0.47% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.02% | 0.37% | 1.00% | Q4 2021 | Q3 2023 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.27% | 0.88% | 2.22% | Q4 2021 | Q3 2023 | 8 |
Portfolio Strategies Inc | 5 | 1 | 0.03% | 1.81% | 10.44% | Q4 2013 | Q4 2017 | 8 |
SOUTHERN CAPITAL ADVISORS, LLC | 8 | 8 | 0.27% | 0.37% | 0.49% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.04% | 0.08% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Intergy Private Wealth, LLC | 8 | 8 | 0.11% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2020 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TigerShark Management, LLC | 8 | 8 | 0.00% | 3.34% | 4.26% | Q2 2013 | Q1 2015 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.06% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
Locust Wood Capital Advisers | 6 | 2 | 0.67% | 1.84% | 4.09% | Q2 2018 | Q2 2021 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.22% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Cottage Street Advisors LLC | 8 | 8 | 0.22% | 0.46% | 0.72% | Q4 2020 | Q3 2022 | 8 |
Brevan Howard Capital Management LP | 2 | 1 | 0.52% | 6.39% | 23.63% | Q4 2020 | Q3 2023 | 8 |
Centric Wealth Management | 6 | 1 | 0.15% | 0.43% | 0.63% | Q4 2018 | Q1 2022 | 7 |
Fortress Investment Group LLC | 4 | 1 | 0.33% | 1.79% | 7.47% | Q1 2014 | Q2 2016 | 7 |
Elliott Investment Management L.P. | 4 | 1 | 0.78% | 1.82% | 4.41% | Q2 2020 | Q3 2023 | 7 |
Mast Capital Management, LLC | 4 | 3 | 1.78% | 39.06% | 92.86% | Q2 2013 | Q3 2015 | 7 |
LMR Partners LLP | 2 | 1 | 0.02% | 2.34% | 5.09% | Q3 2021 | Q3 2023 | 7 |
Triton Wealth Management, PLLC | 7 | 7 | 0.10% | 0.75% | 1.85% | Q1 2020 | Q3 2021 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
Walleye Capital LLC | 3 | 1 | 0.08% | 0.35% | 1.33% | Q3 2020 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.34% | 0.43% | 0.63% | Q3 2019 | Q1 2021 | 7 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 7 | 7 | 0.78% | 1.14% | 1.44% | Q1 2017 | Q3 2018 | 7 |
Algebris Investments (UK) LLP | 3 | 1 | 0.91% | 3.96% | 14.10% | Q3 2013 | Q1 2017 | 7 |
CYPRESS ASSET MANAGEMENT INC/TX | 5 | 2 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q1 2021 | 7 |
PRUDENTIAL PLC | 2 | 1 | 0.01% | 0.03% | 0.12% | Q2 2017 | Q2 2023 | 7 |
RNC CAPITAL MANAGEMENT LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q2 2023 | 7 |
Pentwater Capital Management LP | 3 | 1 | 0.01% | 0.10% | 0.26% | Q3 2022 | Q3 2023 | 7 |
RUSSELL FRANK CO/ | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2015 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.09% | 0.13% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Maltin Wealth Management, Inc. | 6 | 1 | 0.14% | 0.15% | 0.15% | Q4 2019 | Q1 2022 | 7 |
SURIENCE PRIVATE WEALTH LLC | 7 | 7 | 0.26% | 2.68% | 10.27% | Q4 2021 | Q2 2023 | 7 |
Zelman Capital LLC | 7 | 7 | 38.27% | 51.05% | 72.53% | Q1 2015 | Q3 2016 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
OSKIE CAPITAL MANAGEMENT, LLC | 3 | 2 | 5.00% | 9.10% | 24.66% | Q2 2013 | Q2 2016 | 7 |
EVERETT HARRIS & CO /CA/ | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.18% | 0.27% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Kessler Investment Group, LLC | 3 | 1 | 0.01% | 0.13% | 0.70% | Q3 2015 | Q3 2023 | 7 |
Defender Capital, LLC. | 7 | 7 | 0.13% | 0.23% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Beaird Harris Wealth Management, LLC | 7 | 7 | 0.00% | 0.15% | 0.37% | Q4 2021 | Q2 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.04% | 0.07% | 0.12% | Q4 2021 | Q3 2023 | 7 |
Capasso Planning Partners LLC | 7 | 7 | 0.14% | 0.35% | 0.71% | Q1 2022 | Q3 2023 | 7 |
Rubric Capital Management LP | 2 | 1 | 5.94% | 17.64% | 34.92% | Q3 2017 | Q3 2023 | 7 |
IPG Investment Advisors LLC | 2 | 1 | 0.04% | 0.15% | 0.27% | Q1 2017 | Q3 2023 | 7 |
Guardian Wealth Management, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Walkner Condon Financial Advisors LLC | 7 | 7 | 0.60% | 0.66% | 0.72% | Q1 2022 | Q3 2023 | 7 |
Nicholas Investment Partners, LP | 3 | 1 | 0.02% | 0.22% | 1.06% | Q4 2014 | Q4 2021 | 7 |
Mint Tower Capital Management B.V. | 4 | 4 | 0.28% | 1.77% | 3.44% | Q4 2022 | Q3 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.03% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.10% | 0.14% | 0.19% | Q2 2022 | Q4 2023 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 0.19% | 0.22% | 0.25% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.34% | 0.44% | 0.68% | Q2 2013 | Q4 2014 | 7 |
Shamrock Asset Management LLC | 6 | 1 | 0.01% | 0.16% | 0.69% | Q3 2013 | Q2 2015 | 7 |
Carnick & Kubik, LLC | 6 | 1 | 0.06% | 0.15% | 0.20% | Q4 2013 | Q1 2016 | 7 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 7 | 7 | 0.12% | 1.28% | 2.02% | Q1 2022 | Q3 2023 | 7 |
HERSHEY TRUST CO | 7 | 7 | 0.02% | 0.13% | 0.26% | Q4 2020 | Q2 2022 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
Intrinsic Edge Capital Management LLC | 2 | 1 | 0.17% | 5.62% | 11.39% | Q3 2019 | Q3 2023 | 7 |
LVM CAPITAL MANAGEMENT LTD/MI | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
TCM Advisors, LLC | 4 | 2 | 0.01% | 23.31% | 60.28% | Q4 2021 | Q2 2023 | 7 |
Western Standard LLC | 4 | 1 | 0.24% | 0.53% | 0.93% | Q2 2018 | Q2 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.34% | 0.56% | 1.14% | Q4 2016 | Q2 2018 | 7 |
Aspire Private Capital, LLC | 4 | 1 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 0.05% | 0.24% | 0.34% | Q2 2013 | Q4 2014 | 7 |
GENDELL JEFFREY L | 3 | 1 | 0.66% | 3.78% | 6.81% | Q1 2017 | Q3 2023 | 7 |
HARVARD MANAGEMENT CO INC | 3 | 1 | 0.13% | 2.87% | 7.88% | Q2 2013 | Q3 2016 | 7 |
Arbiter Partners Capital Management LLC | 5 | 2 | 3.74% | 10.49% | 25.08% | Q2 2016 | Q4 2018 | 7 |
First Western Trust Bank | 7 | 7 | 2.42% | 2.82% | 3.32% | Q1 2022 | Q3 2023 | 7 |
Gordian Capital Singapore Pte Ltd | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.34% | 0.64% | 1.04% | Q2 2013 | Q4 2014 | 7 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 6 | 1 | 0.18% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 7 |
Bay Harbor Wealth Management, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2020 | 7 |
Triangle Securities Wealth Management | 4 | 1 | 0.13% | 0.20% | 0.24% | Q2 2013 | Q1 2016 | 7 |
black-and-white Capital LP | 2 | 1 | 2.82% | 6.01% | 13.70% | Q4 2016 | Q4 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.07% | 0.10% | 0.12% | Q2 2020 | Q4 2021 | 7 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 6 | 1 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q2 2016 | 7 |
Man Group plc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q2 2023 | 7 |
Knighthead Capital Management, LLC | 2 | 1 | 1.93% | 13.73% | 46.20% | Q3 2020 | Q3 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.19% | 0.54% | Q1 2022 | Q3 2023 | 7 |
PDS Planning, Inc | 6 | 1 | 0.02% | 0.06% | 0.22% | Q4 2017 | Q1 2022 | 7 |
HighVista Strategies LLC | 7 | 7 | 0.03% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
PBMares Wealth Management LLC | 6 | 1 | 0.11% | 0.20% | 0.34% | Q4 2020 | Q3 2023 | 7 |
1776 Wealth LLC | 6 | 1 | 0.07% | 0.12% | 0.14% | Q2 2020 | Q1 2022 | 7 |
LWS Wealth Advisors, Inc. | 6 | 1 | 0.02% | 0.18% | 0.38% | Q4 2019 | Q3 2023 | 7 |
ALTA CAPITAL MANAGEMENT LLC/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q3 2017 | 7 |
Lumina Fund Management LLC | 4 | 1 | 0.01% | 0.28% | 0.94% | Q2 2013 | Q1 2018 | 7 |
MONOGRAPH WEALTH ADVISORS, LLC | 4 | 3 | 0.05% | 0.07% | 0.10% | Q4 2021 | Q3 2023 | 7 |
Finer Wealth Management, Inc. | 7 | 7 | 0.28% | 0.32% | 0.41% | Q4 2021 | Q2 2023 | 7 |
Perennial Investment Advisors, LLC | 5 | 2 | 0.08% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 7 |
Eisler Capital (UK) Ltd. | 2 | 1 | 0.62% | 7.33% | 15.32% | Q1 2021 | Q3 2023 | 7 |
One Wealth Advisors, LLC | 6 | 1 | 0.00% | 0.23% | 1.54% | Q4 2017 | Q4 2022 | 7 |
PointState Capital LP | 2 | 1 | 0.08% | 0.74% | 1.61% | Q3 2016 | Q2 2020 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.36% | 0.59% | 0.95% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q1 2020 | 7 |
Castle Rock Wealth Management, LLC | 6 | 1 | 0.16% | 0.44% | 0.64% | Q4 2019 | Q1 2022 | 7 |
Tamarack Capital Management, LLC | 4 | 3 | 4.54% | 9.46% | 26.16% | Q4 2013 | Q3 2015 | 7 |
Peachtree Investment Advisors, Inc. | 7 | 7 | 0.46% | 0.49% | 0.56% | Q4 2013 | Q2 2015 | 7 |
Texas Capital Bank Wealth Management Services Inc | 3 | 1 | 0.22% | 0.96% | 1.87% | Q4 2019 | Q3 2023 | 7 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 0.10% | 1.32% | 6.25% | Q4 2018 | Q4 2022 | 7 |
Aries Wealth Management | 6 | 1 | 0.17% | 0.27% | 0.38% | Q4 2018 | Q1 2022 | 7 |
Brightworth | 5 | 1 | 0.05% | 0.12% | 0.25% | Q4 2015 | Q4 2019 | 7 |
American Trust | 7 | 7 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 7 |
Tibra Equities Europe Ltd | 2 | 1 | 0.93% | 6.36% | 33.21% | Q4 2017 | Q3 2021 | 7 |
FIRST NEW YORK SECURITIES LLC /NY | 5 | 1 | 0.00% | 0.16% | 0.43% | Q3 2013 | Q3 2016 | 7 |
JOURNEY STRATEGIC WEALTH LLC | 6 | 1 | 0.13% | 0.28% | 0.36% | Q4 2021 | Q3 2023 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q3 2019 | 7 |
Secure Asset Management, LLC | 6 | 1 | 0.14% | 0.36% | 0.60% | Q4 2019 | Q4 2021 | 7 |
Calypso Capital Management, LP | 7 | 7 | 8.34% | 16.14% | 24.34% | Q2 2013 | Q4 2014 | 7 |
FIRST CITIZENS BANCORPORATION INC | 7 | 7 | 2.04% | 2.49% | 2.80% | Q2 2013 | Q4 2014 | 7 |
Linker Capital Management Inc. | 7 | 7 | 2.00% | 2.12% | 2.24% | Q4 2021 | Q2 2023 | 7 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Laurel Wealth Planning LLC | 7 | 7 | 0.14% | 0.17% | 0.22% | Q3 2021 | Q1 2023 | 7 |
Otter Creek Advisors, LLC | 2 | 1 | 1.50% | 7.21% | 17.57% | Q1 2017 | Q2 2023 | 7 |
Solstein Capital, LLC | 4 | 1 | 0.00% | 0.25% | 0.76% | Q4 2019 | Q3 2021 | 7 |
US FINANCIAL ADVISORS, LLC | 6 | 1 | 0.04% | 0.09% | 0.14% | Q4 2014 | Q1 2021 | 7 |
Pekin Hardy Strauss, Inc. | 4 | 1 | 0.00% | 0.49% | 3.11% | Q3 2017 | Q2 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.25% | 1.48% | 3.13% | Q2 2013 | Q4 2014 | 7 |
EMG Holdings, L.P. | 3 | 1 | 0.01% | 5.39% | 18.08% | Q3 2021 | Q3 2023 | 7 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.07% | 0.20% | Q4 2022 | Q3 2023 | 7 |
Vigilare Wealth Management | 5 | 2 | 0.19% | 0.70% | 1.15% | Q4 2019 | Q1 2022 | 7 |
Galvin, Gaustad & Stein, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2020 | Q2 2022 | 7 |
Financial Network Wealth Management LLC | 4 | 1 | 0.11% | 0.12% | 0.13% | Q2 2021 | Q3 2023 | 7 |
Athena Investment Management | 7 | 7 | 1.09% | 1.23% | 1.31% | Q1 2022 | Q3 2023 | 7 |
Banco BTG Pactual S.A. | 3 | 1 | 0.15% | 1.58% | 4.76% | Q1 2020 | Q2 2023 | 7 |
JUMP TRADING, LLC | 3 | 3 | 0.24% | 1.82% | 4.43% | Q2 2019 | Q4 2019 | 7 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 5 | 1 | 0.02% | 0.03% | 0.04% | Q4 2014 | Q1 2018 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 0.65% | 0.75% | 0.86% | Q1 2013 | Q3 2014 | 7 |
Field & Main Bank | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 7 |
SAXON INTERESTS, INC. | 7 | 7 | 0.62% | 0.84% | 1.31% | Q4 2021 | Q2 2023 | 7 |
LionEye Capital Management LLC | 7 | 7 | 2.12% | 9.36% | 16.19% | Q3 2013 | Q1 2015 | 7 |
SAGE FINANCIAL GROUP INC | 6 | 1 | 0.04% | 0.06% | 0.15% | Q4 2013 | Q3 2023 | 7 |
First Allied Asset Management, Inc. | 5 | 2 | 0.05% | 0.41% | 2.39% | Q2 2013 | Q1 2015 | 7 |
Durable Capital Partners LP | 4 | 1 | 0.45% | 4.13% | 15.56% | Q4 2019 | Q3 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.16% | 0.42% | 0.98% | Q1 2022 | Q3 2023 | 7 |
Alaska Permanent Fund Corp | 5 | 2 | 0.98% | 3.83% | 8.25% | Q4 2021 | Q3 2023 | 7 |
New Perspectives, Inc | 7 | 7 | 6.08% | 7.04% | 7.94% | Q2 2021 | Q4 2022 | 7 |
Blue Chip Wealth Management, Inc. | 7 | 7 | 0.23% | 0.26% | 0.31% | Q2 2018 | Q4 2019 | 7 |
Chescapmanager LLC | 4 | 1 | 3.40% | 8.01% | 11.89% | Q4 2016 | Q2 2020 | 7 |
Li Winifred I | 7 | 7 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
Prestige Wealth Management Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 1 | 0.02% | 1.99% | 4.49% | Q3 2015 | Q1 2022 | 7 |
Financial Connections Group, Inc. | 7 | 7 | 0.10% | 0.13% | 0.18% | Q4 2021 | Q2 2023 | 7 |
FUKOKU MUTUAL LIFE INSURANCE Co | 3 | 1 | 0.11% | 0.71% | 1.89% | Q3 2014 | Q3 2020 | 7 |
Maxim Capital Management LLC | 7 | 7 | 1.79% | 2.08% | 2.28% | Q4 2018 | Q2 2020 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.66% | 4.09% | Q1 2022 | Q3 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.05% | 3.93% | 6.29% | Q2 2013 | Q4 2014 | 7 |
VisionPoint Advisory Group, LLC | 5 | 2 | 0.01% | 0.28% | 0.55% | Q1 2019 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.30% | 1.07% | 1.50% | Q1 2021 | Q4 2022 | 7 |
Steinberg Global Asset Management | 7 | 7 | 0.03% | 0.03% | 0.04% | Q3 2017 | Q1 2019 | 7 |
Integer Wealth Advisors Group LLC | 6 | 6 | 2.00% | 2.85% | 3.46% | Q4 2019 | Q1 2021 | 6 |
ELEMENT POINTE ADVISORS, LLC | 5 | 1 | 0.18% | 1.00% | 3.37% | Q4 2018 | Q3 2021 | 6 |
Pinnacle Wealth Management Group, Inc. | 5 | 1 | 0.21% | 1.51% | 2.03% | Q2 2021 | Q3 2023 | 6 |
CABANA LLC | 3 | 1 | 0.01% | 2.62% | 9.59% | Q4 2018 | Q2 2021 | 6 |
STEWARD CAPITAL MANAGEMENT/ | 6 | 6 | 3.62% | 4.06% | 4.60% | Q2 2013 | Q3 2014 | 6 |
PRENTISS SMITH & CO INC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2022 | 6 |
Leonard Green & Partners, L.P. | 4 | 1 | 1.17% | 4.41% | 11.31% | Q3 2018 | Q1 2022 | 6 |
Waypoint Capital Advisors, LLC | 6 | 6 | 0.09% | 0.13% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Management | 6 | 6 | 0.09% | 0.10% | 0.14% | Q4 2019 | Q1 2021 | 6 |
Welch Group, LLC | 3 | 1 | 0.01% | 0.29% | 0.46% | Q4 2014 | Q4 2021 | 6 |
STEVENS CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.27% | 0.73% | Q1 2015 | Q2 2023 | 6 |
Evolution Wealth Advisors, LLC | 3 | 1 | 0.06% | 0.61% | 1.34% | Q4 2018 | Q3 2023 | 6 |
Granite Bay Wealth Management, LLC | 4 | 1 | 0.16% | 1.13% | 3.22% | Q4 2021 | Q3 2023 | 6 |
Hatteras Investment Partners, LP | 5 | 5 | 0.00% | 0.17% | 0.51% | Q3 2014 | Q3 2015 | 6 |
NKCFO LLC | 5 | 1 | 0.08% | 0.12% | 0.19% | Q4 2019 | Q3 2021 | 6 |
Landsberg, Bennett, & Dubbaneh LLC | 3 | 1 | 0.05% | 0.36% | 1.36% | Q4 2018 | Q3 2021 | 6 |
Berry Street Capital Management LLP | 4 | 1 | 1.21% | 3.85% | 8.80% | Q4 2020 | Q1 2023 | 6 |
Newbrook Capital Advisors LP | 4 | 1 | 0.80% | 1.75% | 5.10% | Q3 2016 | Q1 2020 | 6 |
SEVEN LOCKS CAPITAL MANAGEMENT LP | 4 | 2 | 4.63% | 13.96% | 21.28% | Q3 2014 | Q1 2016 | 6 |
Moneda S.A. Administradora General de Fondos | 6 | 6 | 0.16% | 0.24% | 0.38% | Q4 2020 | Q1 2022 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.01% | 0.05% | 0.08% | Q4 2017 | Q1 2019 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 6 |
SteelBridge Private Wealth Advisors LLC | 6 | 6 | 0.56% | 0.75% | 0.85% | Q1 2016 | Q2 2017 | 6 |
Burt Wealth Advisors | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 6 |
Western Pacific Wealth Management, LP | 4 | 2 | 0.00% | 0.19% | 0.58% | Q4 2021 | Q3 2023 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2021 | 6 |
Summit Equities Inc | 6 | 6 | 0.11% | 0.12% | 0.13% | Q2 2017 | Q3 2018 | 6 |
Rollins Financial | 3 | 1 | 0.16% | 0.23% | 0.29% | Q2 2021 | Q1 2023 | 6 |
STRINGER ASSET MANAGEMENT, LLC | 6 | 6 | 0.47% | 0.95% | 1.99% | Q4 2013 | Q1 2015 | 6 |
Pension Partners, LLC | 2 | 1 | 8.37% | 26.42% | 43.00% | Q4 2013 | Q2 2018 | 6 |
Checchi Capital Advisers, LLC | 5 | 1 | 0.02% | 1.31% | 3.18% | Q4 2016 | Q2 2023 | 6 |
Waterfront Capital Partners, LLC | 3 | 1 | 1.05% | 8.79% | 24.81% | Q4 2013 | Q2 2019 | 6 |
Kemper Corp Master Retirement Trust | 6 | 6 | 6.50% | 10.98% | 12.52% | Q2 2013 | Q3 2014 | 6 |
Paradigm Financial Advisors, LLC | 5 | 1 | 0.02% | 0.05% | 0.06% | Q1 2014 | Q4 2021 | 6 |
Q Global Advisors, LLC | 5 | 1 | 1.35% | 5.36% | 13.82% | Q4 2021 | Q3 2023 | 6 |
LIBRA WEALTH LLC | 6 | 6 | 0.02% | 0.35% | 0.47% | Q2 2022 | Q3 2023 | 6 |
Temasek Holdings (Private) Ltd | 4 | 2 | 0.00% | 0.42% | 0.87% | Q3 2020 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q3 2023 | 6 |
MFA WEALTH ADVISORS, LLC | 6 | 6 | 0.13% | 1.80% | 2.69% | Q1 2021 | Q2 2022 | 6 |
Bellwether Investment Group, LLC | 5 | 1 | 0.08% | 1.05% | 1.82% | Q2 2016 | Q4 2017 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.02% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Watchman Group, Inc. | 6 | 6 | 0.22% | 0.28% | 0.31% | Q3 2020 | Q4 2021 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2014 | 6 |
ROMAN BUTLER FULLERTON & CO | 5 | 1 | 0.10% | 0.21% | 0.42% | Q4 2020 | Q4 2022 | 6 |
Marketfield Asset Management LLC | 3 | 2 | 0.07% | 2.39% | 10.64% | Q4 2013 | Q2 2015 | 6 |
Forty4 Asset Management LLC | 4 | 4 | 0.00% | 1.05% | 4.25% | Q2 2013 | Q1 2014 | 6 |
Eton Park Capital Management, L.P. | 4 | 1 | 0.34% | 3.34% | 5.70% | Q4 2014 | Q1 2016 | 6 |
CFO4Life, L.P. | 5 | 1 | 1.14% | 1.93% | 4.80% | Q4 2014 | Q4 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.20% | 0.28% | 0.38% | Q4 2021 | Q3 2023 | 6 |
Hoese & Co LLP | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.23% | 0.29% | 0.41% | Q2 2022 | Q3 2023 | 6 |
ENCOMPASS WEALTH ADVISORS, LLC | 6 | 6 | 0.12% | 0.14% | 0.15% | Q2 2022 | Q3 2023 | 6 |
QP WEALTH MANAGEMENT, LLC | 4 | 1 | 0.27% | 0.36% | 0.61% | Q4 2019 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.10% | 0.17% | 0.26% | Q2 2013 | Q3 2014 | 6 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6 | 6 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q3 2014 | 6 |
Ascent Group, LLC | 6 | 6 | 0.03% | 0.64% | 1.80% | Q4 2021 | Q1 2023 | 6 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 6 | 0.09% | 0.12% | 0.18% | Q3 2021 | Q4 2022 | 6 |
INHERENT GROUP, LP | 4 | 1 | 2.02% | 12.11% | 28.87% | Q1 2021 | Q1 2023 | 6 |
Fusion Investment Group, LLC | 4 | 2 | 0.03% | 0.15% | 0.58% | Q4 2013 | Q3 2015 | 6 |
Avitas Wealth Management LLC | 6 | 6 | 0.13% | 0.15% | 0.17% | Q4 2020 | Q1 2022 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q3 2023 | 6 |
WHITEBOX ADVISORS LLC | 1 | 1 | 0.02% | 0.95% | 2.81% | Q3 2013 | Q3 2021 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Mader & Shannon Wealth Management, Inc. | 2 | 1 | 0.20% | 5.98% | 10.37% | Q1 2015 | Q2 2019 | 6 |
INNEALTA CAPITAL, LLC | 5 | 1 | 0.75% | 1.46% | 2.14% | Q3 2019 | Q4 2021 | 6 |
Avalon Global Asset Management LLC | 3 | 1 | 5.58% | 14.28% | 31.03% | Q3 2017 | Q2 2023 | 6 |
First Western Capital Management Co | 6 | 6 | 1.38% | 1.55% | 1.73% | Q3 2014 | Q4 2015 | 6 |
DSC Advisors, L.P. | 3 | 1 | 0.08% | 1.21% | 5.33% | Q2 2013 | Q2 2018 | 6 |
Coastwise Capital Group, LLC | 4 | 2 | 0.23% | 0.27% | 0.36% | Q1 2022 | Q3 2023 | 6 |
Lineweaver Wealth Advisors, LLC | 6 | 6 | 0.14% | 0.19% | 0.22% | Q4 2020 | Q1 2022 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.58% | 0.61% | 0.64% | Q2 2022 | Q3 2023 | 6 |
TLP GROUP LLC | 5 | 1 | 0.32% | 8.60% | 23.57% | Q1 2017 | Q3 2018 | 6 |
APPLETON GROUP, LLC | 3 | 1 | 5.87% | 10.06% | 11.70% | Q4 2014 | Q3 2016 | 6 |
Lutz Financial Services LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
TD Ameritrade Trust Co | 6 | 6 | 0.00% | 0.04% | 0.27% | Q2 2013 | Q3 2014 | 6 |
Green Owl Capital Management, LLC | 2 | 2 | 0.03% | 0.40% | 1.62% | Q4 2014 | Q1 2016 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 0.58% | 1.79% | 3.26% | Q2 2022 | Q3 2023 | 6 |
Corsicana & Co. | 6 | 6 | 7.04% | 7.60% | 8.40% | Q2 2021 | Q3 2022 | 6 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
Antonetti Capital Management LLC | 6 | 6 | 0.01% | 0.20% | 0.26% | Q2 2013 | Q3 2014 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.15% | 0.19% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.09% | 0.21% | 0.32% | Q4 2020 | Q1 2022 | 6 |
Source Financial Advisors LLC | 6 | 6 | 0.08% | 0.13% | 0.15% | Q4 2020 | Q1 2022 | 6 |
MANOR ROAD CAPITAL PARTNERS, LLC | 4 | 2 | 2.82% | 18.78% | 39.72% | Q2 2013 | Q2 2020 | 6 |
Bain Capital Public Equity Management, LLC | 3 | 3 | 0.01% | 0.22% | 0.58% | Q4 2016 | Q1 2019 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
McCarthy Grittinger Financial Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
TBH Global Asset Management, LLC | 4 | 1 | 0.11% | 0.36% | 1.45% | Q4 2019 | Q3 2023 | 6 |
DIALECTIC CAPITAL MANAGEMENT, LP | 3 | 1 | 0.56% | 4.43% | 8.25% | Q3 2013 | Q1 2017 | 6 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 6 | 6 | 1.16% | 1.43% | 1.64% | Q2 2013 | Q3 2014 | 6 |
KOCH INDUSTRIES INC | 6 | 6 | 0.59% | 6.33% | 12.43% | Q3 2016 | Q4 2017 | 6 |
Legacy Capital Wealth Partners, LLC | 4 | 1 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q3 2023 | 6 |
400 Capital Management LLC | 6 | 6 | 0.27% | 14.36% | 33.46% | Q1 2022 | Q2 2023 | 6 |
ATHERTON LANE ADVISERS, LLC | 6 | 6 | 0.01% | 1.45% | 1.91% | Q3 2014 | Q4 2015 | 6 |
Summit Global Investments | 2 | 1 | 0.04% | 0.12% | 0.27% | Q1 2021 | Q1 2023 | 6 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 0.18% | 0.22% | 0.24% | Q2 2022 | Q3 2023 | 6 |
SILVERHAWK ASSET MANAGEMENT, LLC | 6 | 6 | 0.28% | 0.31% | 0.35% | Q4 2021 | Q1 2023 | 6 |
Rockwood Wealth Management, LLC | 3 | 3 | 0.06% | 0.11% | 0.23% | Q4 2021 | Q3 2023 | 6 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.00% | 4.86% | 15.30% | Q4 2021 | Q3 2023 | 6 |
Hennion & Walsh Asset Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Levy Wealth Management Group, LLC | 5 | 1 | 0.08% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 6 |
Mount Capital Ltd | 6 | 6 | 1.12% | 2.70% | 5.36% | Q2 2022 | Q3 2023 | 6 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 5 | 1 | 0.07% | 0.14% | 0.30% | Q3 2020 | Q3 2023 | 6 |
Ghost Tree Capital, LLC | 3 | 1 | 1.56% | 5.87% | 11.62% | Q1 2016 | Q3 2021 | 6 |
AIGH Capital Management LLC | 3 | 3 | 21.01% | 27.52% | 36.54% | Q1 2021 | Q3 2022 | 6 |
ADVENT CAPITAL MANAGEMENT /DE/ | 3 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q1 2016 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 0.72% | 0.75% | 0.81% | Q2 2021 | Q3 2022 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.22% | 0.26% | 0.33% | Q4 2020 | Q1 2022 | 6 |
BAR HARBOR WEALTH MANAGEMENT | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Pitti Group Wealth Management, LLC | 6 | 6 | 1.40% | 1.51% | 1.63% | Q2 2022 | Q3 2023 | 6 |
GW HENSSLER & ASSOCIATES LTD | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2022 | 6 |
Valentine Capital Asset Management, Inc. | 3 | 3 | 0.04% | 0.09% | 0.17% | Q4 2011 | Q2 2014 | 6 |
Tredje AP-fonden | 6 | 6 | 1.05% | 2.03% | 3.08% | Q4 2020 | Q1 2022 | 6 |
REINHART PARTNERS, LLC. | 1 | 1 | 0.04% | 0.42% | 0.86% | Q4 2017 | Q4 2022 | 6 |
MARCUARD FAMILY OFFICE LTD | 6 | 6 | 1.48% | 2.28% | 2.72% | Q2 2013 | Q3 2014 | 6 |
Broadfin Capital, LLC | 4 | 1 | 7.97% | 13.73% | 24.30% | Q2 2015 | Q4 2019 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2015 | Q3 2016 | 6 |
Claybrook Capital, LLC | 5 | 1 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q2 2021 | 6 |
Symmetry Investments LP | 2 | 1 | 0.05% | 2.09% | 3.33% | Q3 2021 | Q3 2023 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 6 |
Family Management Corp | 3 | 1 | 0.01% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 6 |
Granger Management LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
OAK FAMILY ADVISORS, LLC | 6 | 6 | 0.08% | 0.16% | 0.26% | Q1 2021 | Q2 2022 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
FOSTER & MOTLEY INC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Presidio Capital Management, LLC | 5 | 1 | 0.24% | 0.99% | 1.97% | Q4 2021 | Q3 2023 | 6 |
Madison Wealth Partners, Inc | 6 | 6 | 0.22% | 0.25% | 0.30% | Q2 2022 | Q3 2023 | 6 |
HighTower Trust Company, N.A. | 3 | 1 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q1 2023 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.28% | 0.32% | 0.35% | Q1 2022 | Q2 2023 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.47% | 0.57% | 0.70% | Q4 2020 | Q1 2022 | 6 |
Altus Wealth Group LLC | 4 | 2 | 0.01% | 0.14% | 0.25% | Q4 2020 | Q3 2023 | 6 |
GRAND WEALTH MANAGEMENT, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
CM WEALTH ADVISORS LLC | 6 | 6 | 0.16% | 0.54% | 1.46% | Q2 2022 | Q3 2023 | 6 |
SJS Investment Consulting Inc. | 5 | 1 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.10% | 0.75% | 3.02% | Q2 2015 | Q3 2016 | 6 |
Brickley Wealth Management | 6 | 6 | 0.12% | 0.13% | 0.16% | Q3 2018 | Q4 2019 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Clearstead Trust, LLC | 5 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q3 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.01% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Sowa Financial Group, Inc. | 5 | 1 | 0.09% | 0.12% | 0.16% | Q4 2019 | Q2 2021 | 6 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.25% | 0.60% | 1.39% | Q1 2023 | Q3 2023 | 6 |
TIFF ADVISORY SERVICES, LLC | 5 | 1 | 1.12% | 1.78% | 2.60% | Q1 2018 | Q3 2019 | 6 |
JENNISON ASSOCIATES LLC | 2 | 1 | 0.02% | 0.11% | 0.22% | Q2 2013 | Q1 2020 | 6 |
Sage Advisory Services, Ltd.Co. | 6 | 6 | 0.22% | 0.25% | 0.28% | Q4 2014 | Q1 2016 | 6 |
Athanor Capital, LP | 4 | 1 | 0.55% | 2.86% | 8.08% | Q4 2019 | Q3 2021 | 6 |
Glaxis Capital Management, LLC | 2 | 1 | 2.86% | 17.82% | 41.04% | Q4 2014 | Q2 2021 | 6 |
Altavista Wealth Management, Inc. | 3 | 3 | 0.05% | 0.09% | 0.13% | Q4 2013 | Q4 2021 | 6 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.49% | 1.17% | 1.80% | Q4 2020 | Q4 2021 | 5 |
Sofinnova Investments, Inc. | 2 | 1 | 1.52% | 2.05% | 2.51% | Q4 2020 | Q3 2023 | 5 |
BERRY GROUP, LLC | 5 | 5 | 0.28% | 0.31% | 0.32% | Q4 2019 | Q4 2020 | 5 |
Cadence Bank | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2018 | 5 |
Atlantic Private Wealth, LLC | 3 | 2 | 0.09% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 5 |
HARRELL INVESTMENT PARTNERS, LLC | 5 | 5 | 0.96% | 1.43% | 1.60% | Q1 2020 | Q1 2021 | 5 |
Lumbard & Kellner, LLC | 4 | 1 | 0.51% | 0.81% | 1.88% | Q1 2020 | Q2 2022 | 5 |
KEELEY ASSET MANAGEMENT CORP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2015 | 5 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 5 | 5 | 0.04% | 0.09% | 0.14% | Q4 2020 | Q4 2021 | 5 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 5 |
Copperwynd Financial, LLC | 3 | 1 | 0.69% | 1.53% | 3.77% | Q3 2020 | Q4 2022 | 5 |
Strategic Value Partners, LLC | 3 | 1 | 6.73% | 9.38% | 15.99% | Q3 2019 | Q3 2022 | 5 |
BEACONLIGHT CAPITAL, LLC | 2 | 1 | 1.55% | 1.89% | 2.48% | Q2 2013 | Q4 2021 | 5 |
WHV Investments, Inc. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2015 | 5 |
EULAV Asset Management | 3 | 2 | 0.21% | 0.41% | 0.89% | Q4 2015 | Q2 2017 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Advisors Preferred, LLC | 3 | 2 | 0.00% | 0.56% | 1.83% | Q4 2013 | Q3 2021 | 5 |
MIRABELLA FINANCIAL SERVICES LLP | 3 | 1 | 0.02% | 0.21% | 0.62% | Q2 2022 | Q2 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.75% | 0.81% | 0.89% | Q2 2013 | Q2 2014 | 5 |
Crabel Capital Management, LLC | 3 | 1 | 0.19% | 0.24% | 0.30% | Q1 2018 | Q3 2019 | 5 |
Mesirow Institutional Investment Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q3 2023 | 5 |
BLUESTEIN R H & CO LLC | 5 | 5 | 0.02% | 0.03% | 0.06% | Q3 2021 | Q3 2022 | 5 |
Soltis Investment Advisors LLC | 5 | 5 | 0.04% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.21% | 0.28% | 0.50% | Q2 2013 | Q2 2014 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.13% | 0.17% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Summit Financial Strategies, Inc. | 4 | 1 | 0.19% | 0.21% | 0.24% | Q2 2022 | Q3 2023 | 5 |
Nishkama Capital, LLC | 3 | 1 | 0.76% | 5.84% | 16.50% | Q2 2021 | Q1 2023 | 5 |
Bank OZK | 2 | 1 | 0.10% | 0.13% | 0.19% | Q2 2019 | Q1 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.48% | 0.74% | 1.07% | Q2 2013 | Q2 2021 | 5 |
VAN STRUM & TOWNE INC. | 4 | 1 | 0.09% | 0.10% | 0.13% | Q4 2020 | Q3 2023 | 5 |
Nokota Management, LP | 2 | 1 | 5.92% | 11.08% | 20.21% | Q3 2017 | Q4 2021 | 5 |
Riverloft Capital Management L.P. | 5 | 5 | 15.14% | 25.96% | 36.39% | Q4 2014 | Q4 2015 | 5 |
Interchange Capital Partners, LLC | 2 | 1 | 0.12% | 0.17% | 0.24% | Q4 2020 | Q1 2023 | 5 |
Colonial River Wealth Management, LLC | 3 | 2 | 0.15% | 0.20% | 0.27% | Q4 2020 | Q1 2022 | 5 |
PineBridge Investments, L.P. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Point72 Europe (London) LLP | 3 | 1 | 0.78% | 5.51% | 9.72% | Q1 2022 | Q3 2023 | 5 |
AKUNA SECURITIES LLC | 5 | 5 | 0.20% | 0.47% | 1.12% | Q2 2022 | Q2 2023 | 5 |
Stokes Family Office, LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
CARDINAL CAPITAL MANAGEMENT LLC /CT | 2 | 1 | 0.01% | 0.11% | 0.30% | Q4 2018 | Q2 2023 | 5 |
Amici Capital, LLC | 2 | 1 | 1.22% | 2.09% | 3.24% | Q4 2013 | Q3 2016 | 5 |
AFFINITY INVESTMENT ADVISORS, LLC | 1 | 1 | 0.02% | 0.05% | 0.11% | Q2 2016 | Q4 2019 | 5 |
SWISS RE LTD | 3 | 2 | 5.20% | 6.70% | 8.11% | Q4 2018 | Q3 2022 | 5 |
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 5 | 5 | 0.13% | 0.37% | 0.45% | Q1 2018 | Q1 2019 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Stuart Chaussee & Associates, Inc. | 3 | 1 | 0.00% | 0.94% | 4.69% | Q4 2015 | Q4 2021 | 5 |
MSD Partners, L.P. | 2 | 1 | 0.26% | 6.68% | 21.56% | Q1 2018 | Q1 2022 | 5 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.01% | 0.22% | 0.36% | Q4 2020 | Q3 2021 | 5 |
Quantum Capital Management, LLC / NJ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Hatteras Alternative Mutual Funds, LLC | 5 | 5 | 0.01% | 0.09% | 0.20% | Q2 2013 | Q2 2014 | 5 |
MIZUHO SECURITIES USA LLC | 2 | 1 | 0.02% | 3.38% | 11.25% | Q1 2016 | Q4 2021 | 5 |
Tradewinds, LLC. | 3 | 2 | 0.28% | 0.33% | 0.39% | Q2 2022 | Q3 2023 | 5 |
SPROTT INC. | 4 | 1 | 0.02% | 0.05% | 0.10% | Q2 2014 | Q3 2015 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.55% | 0.84% | 1.36% | Q4 2021 | Q4 2022 | 5 |
Geneva Partners, LLC | 5 | 5 | 0.26% | 0.38% | 0.46% | Q4 2020 | Q4 2021 | 5 |
Grassi Investment Management | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
NBW CAPITAL LLC | 3 | 2 | 0.87% | 2.55% | 4.66% | Q1 2015 | Q3 2022 | 5 |
Probabilities Fund Management, LLC | 5 | 5 | 0.25% | 0.38% | 0.58% | Q4 2017 | Q4 2018 | 5 |
Royal Harbor Partners, LLC | 3 | 1 | 1.07% | 1.99% | 2.70% | Q2 2020 | Q3 2023 | 5 |
GUARDIAN CAPITAL ADVISORS LP | 2 | 1 | 0.05% | 0.32% | 0.70% | Q4 2014 | Q2 2023 | 5 |
WILLIAM HARRIS INVESTORS INC | 3 | 2 | 1.86% | 3.26% | 4.61% | Q4 2014 | Q4 2016 | 5 |
PIEDMONT INVESTMENT ADVISORS INC | 4 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2019 | 5 |
Windham Capital Management, LLC | 5 | 5 | 0.50% | 1.14% | 1.46% | Q3 2022 | Q3 2023 | 5 |
WealthPlan Investment Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.10% | Q1 2022 | Q4 2023 | 5 |
Highview Capital Management LLC/DE/ | 5 | 5 | 0.17% | 0.21% | 0.25% | Q4 2021 | Q4 2022 | 5 |
MOODY NATIONAL BANK TRUST DIVISION | 5 | 5 | 0.04% | 0.08% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Great Lakes Retirement, Inc. | 3 | 2 | 0.24% | 0.28% | 0.31% | Q4 2019 | Q3 2023 | 5 |
SANDLER CAPITAL MANAGEMENT | 3 | 1 | 0.06% | 5.81% | 12.31% | Q4 2015 | Q4 2018 | 5 |
Shilanski & Associates, Inc. | 4 | 1 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q3 2022 | 5 |
ONTARIO TEACHERS PENSION PLAN BOARD | 4 | 1 | 0.06% | 0.24% | 0.38% | Q2 2015 | Q2 2017 | 5 |
JUNCTURE WEALTH STRATEGIES, LLC | 5 | 5 | 0.12% | 1.32% | 5.11% | Q1 2021 | Q1 2022 | 5 |
Sciencast Management LP | 3 | 1 | 0.08% | 0.36% | 0.89% | Q1 2020 | Q2 2022 | 5 |
CRAMER ROSENTHAL MCGLYNN LLC | 3 | 1 | 0.00% | 0.06% | 0.19% | Q4 2015 | Q4 2022 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.21% | 0.29% | 0.54% | Q3 2022 | Q3 2023 | 5 |
Johanson Financial Advisors, Inc. | 4 | 1 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q4 2021 | 5 |
Hoxton Financial, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Cahill Wealth Management, LLC | 4 | 1 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 5 |
Anson Funds Management LP | 3 | 1 | 0.27% | 3.04% | 6.55% | Q1 2021 | Q1 2023 | 5 |
20/20 Capital Management, Inc. | 5 | 5 | 0.21% | 0.26% | 0.34% | Q2 2020 | Q2 2021 | 5 |
Virtue Capital Management, LLC | 2 | 1 | 0.06% | 0.16% | 0.27% | Q4 2017 | Q4 2020 | 5 |
Ariel Investments | 3 | 1 | 0.02% | 0.05% | 0.07% | Q4 2016 | Q4 2019 | 5 |
Cascadia Advisory Services, LLC | 3 | 2 | 0.64% | 1.10% | 2.12% | Q2 2020 | Q3 2021 | 5 |
Clarus Wealth Advisors | 4 | 1 | 0.01% | 0.06% | 0.25% | Q2 2018 | Q4 2020 | 5 |
BAMCO INC /NY/ | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.06% | 0.07% | 0.10% | Q1 2015 | Q1 2016 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Eudaimonia Partners, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 5 |
LILLEY & CO | 5 | 5 | 2.16% | 2.42% | 2.57% | Q2 2013 | Q2 2014 | 5 |
Cormorant Asset Management, LP | 5 | 5 | 2.33% | 5.12% | 9.84% | Q2 2020 | Q2 2021 | 5 |
MARATHON ASSET MANAGEMENT LP | 1 | 1 | 0.60% | 12.83% | 24.64% | Q1 2014 | Q1 2023 | 5 |
Park West Asset Management LLC | 2 | 2 | 3.68% | 8.80% | 17.94% | Q4 2020 | Q4 2021 | 5 |
361 CAPITAL LLC | 2 | 1 | 0.15% | 7.75% | 22.09% | Q4 2015 | Q3 2018 | 5 |
WRAPMANAGER INC | 3 | 1 | 1.35% | 2.79% | 4.14% | Q3 2012 | Q1 2014 | 5 |
Cowen Investment Management LLC | 3 | 2 | 0.01% | 0.24% | 0.52% | Q3 2019 | Q2 2021 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.85% | 0.88% | 0.92% | Q4 2022 | Q4 2023 | 5 |
PYA Waltman Capital, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 5 |
Birch Capital Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q2 2023 | 5 |
KLS Diversified Asset Management LP | 3 | 1 | 2.77% | 17.54% | 57.18% | Q4 2017 | Q1 2019 | 5 |
Melone Private Wealth, LLC | 5 | 5 | 0.29% | 0.48% | 0.81% | Q4 2021 | Q4 2022 | 5 |
Clearview Wealth Advisors LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2019 | 5 |
Surevest, LLC | 4 | 1 | 0.01% | 0.07% | 0.22% | Q4 2018 | Q3 2022 | 5 |
Healthcare Value Capital, LLC | 5 | 5 | 3.80% | 7.81% | 14.07% | Q2 2013 | Q2 2014 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 2 | 0.00% | 0.25% | 0.48% | Q4 2020 | Q2 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Stokes Capital Advisors, LLC | 5 | 5 | 0.35% | 0.45% | 0.49% | Q4 2017 | Q4 2018 | 5 |
ADVISOR PARTNERS LLC | 3 | 1 | 0.02% | 0.04% | 0.12% | Q3 2018 | Q2 2022 | 5 |
Navigation Wealth Management, Inc. | 2 | 1 | 0.33% | 25.67% | 84.00% | Q1 2021 | Q3 2022 | 5 |
Monterey Private Wealth, Inc. | 5 | 5 | 0.32% | 0.32% | 0.33% | Q3 2022 | Q3 2023 | 5 |
Corvid Peak Capital Management, LLC | 4 | 1 | 0.02% | 0.25% | 0.72% | Q2 2015 | Q2 2018 | 5 |
Americana Partners, LLC | 5 | 5 | 0.05% | 0.10% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
LifePro Asset Management | 5 | 5 | 0.13% | 0.15% | 0.16% | Q4 2020 | Q4 2021 | 5 |
BNC WEALTH MANAGEMENT, LLC | 4 | 1 | 0.01% | 2.92% | 4.44% | Q3 2020 | Q4 2021 | 5 |
Koss-Olinger Consulting, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q1 2021 | Q1 2022 | 5 |
VERUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 5 |
KRS Capital Management, LLC | 4 | 1 | 0.17% | 0.34% | 0.45% | Q4 2021 | Q3 2023 | 5 |
STEEL PARTNERS HOLDINGS L.P. | 4 | 4 | 2.83% | 6.67% | 18.03% | Q1 2017 | Q4 2017 | 5 |
Engine Capital Management, LP | 3 | 2 | 0.02% | 3.08% | 7.84% | Q1 2021 | Q3 2023 | 5 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 0.13% | 0.38% | Q2 2013 | Q1 2014 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2023 | 5 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2021 | Q1 2022 | 5 |
P SCHOENFELD ASSET MANAGEMENT LP | 5 | 5 | 0.66% | 3.36% | 6.97% | Q1 2016 | Q1 2017 | 5 |
BG Investment Services, Inc. | 5 | 5 | 5.01% | 5.27% | 5.68% | Q4 2021 | Q4 2022 | 5 |
Douglass Winthrop Advisors, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2015 | Q4 2018 | 5 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 5 | 5 | 0.29% | 0.35% | 0.39% | Q1 2019 | Q1 2020 | 5 |
WELCH CAPITAL PARTNERS LLC/NY | 5 | 5 | 1.33% | 3.96% | 5.46% | Q3 2017 | Q3 2018 | 5 |
MinichMacGregor Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2022 | 5 |
OAKTREE CAPITAL MANAGEMENT LP | 1 | 1 | 0.23% | 1.00% | 2.34% | Q4 2013 | Q4 2021 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.71% | 0.83% | 1.15% | Q4 2018 | Q4 2019 | 5 |
PFM Health Sciences, LP | 2 | 1 | 0.14% | 1.56% | 3.37% | Q2 2017 | Q2 2020 | 5 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.03% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 5 |
Greenwich Wealth Management LLC | 4 | 1 | 0.16% | 0.20% | 0.30% | Q2 2019 | Q3 2023 | 5 |
Monte Financial Group, LLC | 5 | 5 | 0.10% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Selective Wealth Management, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2022 | 5 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 5 |
WealthTrust Fairport, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q4 2018 | 5 |
Virginia National Bank | 4 | 1 | 0.70% | 1.32% | 2.19% | Q1 2022 | Q2 2023 | 5 |
KLK CAPITAL MANAGEMENT LLC | 5 | 5 | 0.93% | 0.99% | 1.04% | Q3 2022 | Q3 2023 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 1.82% | 2.16% | 2.37% | Q4 2021 | Q4 2022 | 5 |
EQUITEC PROPRIETARY MARKETS, LLC | 3 | 1 | 0.21% | 0.35% | 0.62% | Q1 2020 | Q4 2021 | 5 |
Svenska Handelsbanken AB (publ) | 5 | 5 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2016 | 5 |
Plaisance Capital LLC | 4 | 1 | 0.38% | 6.25% | 9.65% | Q1 2021 | Q2 2022 | 5 |
BlackRock Fund Advisors | 5 | 5 | 0.05% | 0.05% | 0.06% | Q4 2015 | Q4 2016 | 5 |
Charles Schwab Trust Co | 4 | 1 | 0.07% | 0.12% | 0.16% | Q4 2019 | Q2 2022 | 5 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 3 | 1 | 0.39% | 11.18% | 34.00% | Q2 2020 | Q4 2021 | 5 |
Advisory Resource Group | 3 | 2 | 0.15% | 0.48% | 1.04% | Q1 2020 | Q4 2022 | 5 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.09% | Q3 2015 | Q1 2019 | 5 |
NEWLAND CAPITAL MANAGEMENT, LLC | 2 | 1 | 2.79% | 9.25% | 18.82% | Q2 2013 | Q2 2015 | 5 |
Potomac Capital Management, Inc. | 2 | 2 | 1.42% | 3.46% | 7.52% | Q4 2021 | Q4 2022 | 5 |
Apexium Financial, LP | 5 | 5 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Muzinich & Co., Inc. | 3 | 1 | 1.36% | 4.89% | 8.82% | Q3 2019 | Q3 2020 | 5 |
Your Advocates Ltd., LLP | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
No Street GP LP | 3 | 2 | 11.54% | 21.59% | 36.53% | Q4 2019 | Q1 2021 | 5 |
Wilmington Trust Investment Management, LLC | 5 | 5 | 0.07% | 0.08% | 0.10% | Q2 2013 | Q2 2014 | 5 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2021 | 5 |
REDMONT WEALTH ADVISORS LLC | 5 | 5 | 3.19% | 4.60% | 5.84% | Q4 2021 | Q4 2022 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.01% | 0.03% | 0.10% | Q2 2020 | Q3 2023 | 5 |
Paradigm Financial Partners, LLC | 5 | 5 | 0.21% | 0.45% | 0.55% | Q2 2021 | Q2 2022 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.22% | 0.26% | 0.34% | Q4 2021 | Q4 2022 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 1.42% | 1.72% | 2.20% | Q4 2013 | Q4 2014 | 5 |
JANA PARTNERS LLC | 1 | 1 | 0.06% | 1.59% | 7.28% | Q2 2013 | Q3 2018 | 5 |
Platform Technology Partners | 5 | 5 | 0.17% | 0.18% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Keudell/Morrison Wealth Management | 5 | 5 | 0.09% | 0.10% | 0.13% | Q1 2021 | Q1 2022 | 5 |
EXCELSIA, INC. | 3 | 2 | 0.25% | 0.34% | 0.41% | Q2 2013 | Q3 2014 | 5 |
ALPINE ASSOCIATES MANAGEMENT INC. | 3 | 1 | 0.01% | 0.71% | 1.80% | Q4 2016 | Q4 2021 | 5 |
HHG & Company, LLC | 5 | 5 | 0.76% | 1.34% | 1.77% | Q2 2013 | Q2 2014 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
NAYA CAPITAL MANAGEMENT UK LTD | 2 | 1 | 3.09% | 7.83% | 11.80% | Q4 2015 | Q4 2020 | 5 |
Infini Capital Management Ltd | 4 | 1 | 13.39% | 15.05% | 19.18% | Q3 2021 | Q4 2022 | 5 |
DIKER MANAGEMENT LLC | 3 | 1 | 2.53% | 4.10% | 7.42% | Q3 2013 | Q3 2014 | 5 |
Fiduciary Wealth Partners, LLC | 5 | 5 | 0.35% | 0.56% | 0.69% | Q1 2016 | Q1 2017 | 5 |
Prince Street Capital Management LLC | 1 | 1 | 0.29% | 6.24% | 10.54% | Q2 2015 | Q4 2020 | 5 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 5 | 5 | 0.15% | 0.17% | 0.18% | Q1 2020 | Q1 2021 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.26% | 1.24% | Q4 2016 | Q4 2017 | 5 |
Clarius Group, LLC | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2019 | Q1 2020 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.41% | 0.50% | 0.66% | Q2 2013 | Q2 2014 | 5 |
McElhenny Sheffield Capital Management, LLC | 2 | 1 | 0.12% | 0.21% | 0.35% | Q3 2021 | Q3 2023 | 5 |
Everhart Financial Group, Inc. | 2 | 1 | 0.10% | 0.13% | 0.17% | Q3 2021 | Q2 2023 | 5 |
ENZI WEALTH | 5 | 5 | 0.18% | 0.23% | 0.27% | Q3 2022 | Q3 2023 | 5 |
SANDERS MORRIS HARRIS LLC | 5 | 5 | 0.09% | 0.38% | 0.72% | Q1 2016 | Q1 2017 | 5 |
Dorsal Capital Management, LP | 5 | 5 | 6.48% | 6.82% | 7.31% | Q2 2019 | Q2 2020 | 5 |
ALPINE ASSOCIATES ADVISORS | 5 | 5 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q2 2014 | 5 |
Deep Field Asset Management LLC | 2 | 1 | 6.31% | 14.35% | 32.06% | Q3 2019 | Q2 2021 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.37% | 0.40% | 0.44% | Q4 2022 | Q4 2023 | 5 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
NSI Retail Advisors, LLC | 4 | 4 | 0.14% | 1.56% | 5.51% | Q4 2022 | Q3 2023 | 4 |
Philosophy Capital Management LLC | 4 | 4 | 10.66% | 11.73% | 12.80% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.12% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Sageworth Trust Co of South Dakota | 4 | 4 | 2.94% | 3.14% | 3.51% | Q4 2022 | Q3 2023 | 4 |
Tenret Co LLC | 4 | 4 | 0.18% | 0.20% | 0.21% | Q2 2021 | Q1 2022 | 4 |
JTC Employer Solutions Trustee Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 4 |
BASSETT HARGROVE INVESTMENT COUNSEL, LLC | 4 | 4 | 0.31% | 0.32% | 0.34% | Q2 2021 | Q1 2022 | 4 |
PPS&V ASSET MANAGEMENT CONSULTANTS, INC. | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Bricktown Capital, LLC | 4 | 4 | 0.43% | 0.54% | 0.78% | Q4 2022 | Q3 2023 | 4 |
XY Capital Ltd | 2 | 2 | 1.53% | 1.80% | 2.20% | Q1 2023 | Q2 2023 | 4 |
Alan B Lancz & Associates, Inc. | 4 | 4 | 0.15% | 0.15% | 0.16% | Q2 2022 | Q1 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.04% | 1.86% | 2.64% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.00% | 0.17% | 0.34% | Q4 2021 | Q3 2022 | 4 |
Kolinsky Wealth Management, LLC | 3 | 1 | 0.21% | 0.22% | 0.23% | Q1 2022 | Q3 2023 | 4 |
Eisler Capital (US) LLC | 2 | 2 | 0.69% | 3.92% | 9.92% | Q2 2023 | Q3 2023 | 4 |
CAPITAL PERFORMANCE ADVISORS LLP | 4 | 4 | 0.17% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Wealth Management Solutions, LLC | 2 | 2 | 0.13% | 0.20% | 0.32% | Q4 2021 | Q1 2023 | 4 |
Viewpoint Capital Management LLC | 4 | 4 | 0.05% | 0.20% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Lansing Street Advisors | 4 | 4 | 0.02% | 0.06% | 0.16% | Q3 2022 | Q2 2023 | 4 |
Investmark Advisory Group LLC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2021 | Q3 2022 | 4 |
MAS Advisors LLC | 4 | 4 | 0.29% | 2.44% | 8.84% | Q4 2021 | Q3 2022 | 4 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.04% | 0.27% | 0.61% | Q4 2021 | Q2 2023 | 4 |
FNY Partners Fund LP | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
HILL ISLAND FINANCIAL LLC | 4 | 4 | 1.63% | 1.69% | 1.78% | Q4 2022 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Trail Ridge Investment Advisors, LLC | 4 | 4 | 0.14% | 0.40% | 0.68% | Q4 2021 | Q3 2022 | 4 |
Simplicity Wealth,LLC | 4 | 4 | 0.19% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
SIENA CAPITAL LLC | 4 | 4 | 1.91% | 2.02% | 2.20% | Q4 2021 | Q3 2022 | 4 |
BancFirst Trust & Investment Management | 3 | 1 | 0.71% | 0.78% | 0.94% | Q1 2022 | Q1 2023 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.28% | 0.36% | 0.52% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Rokos Capital Management LLP | 2 | 2 | 0.49% | 4.62% | 7.63% | Q2 2023 | Q3 2023 | 4 |
Vulcan Value Partners, LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q3 2017 | Q4 2022 | 4 |
Arbor Wealth Management, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2018 | Q4 2021 | 4 |
WADDELL & REED FINANCIAL INC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q4 2017 | 4 |
UNITED MARITIME CAPITAL LLC | 4 | 4 | 0.17% | 0.19% | 0.24% | Q4 2020 | Q3 2021 | 4 |
KHP Capital, LLC | 4 | 4 | 2.71% | 2.80% | 2.89% | Q4 2017 | Q3 2018 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.08% | 0.08% | 0.09% | Q1 2016 | Q4 2016 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 3 | 1 | 0.11% | 2.19% | 6.55% | Q1 2020 | Q3 2023 | 4 |
Wilmington Funds Management Corp | 2 | 2 | 0.12% | 0.14% | 0.17% | Q2 2013 | Q2 2014 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.48% | 1.08% | 1.39% | Q4 2018 | Q3 2019 | 4 |
Samalin Investment Counsel, LLC | 2 | 1 | 0.03% | 0.52% | 1.00% | Q4 2019 | Q3 2022 | 4 |
Highwater Wealth Management, LLC | 4 | 4 | 0.56% | 1.39% | 2.03% | Q3 2016 | Q2 2017 | 4 |
Kopp Family Office, LLC | 4 | 4 | 17.48% | 18.63% | 19.37% | Q4 2022 | Q3 2023 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 0.75% | 1.05% | 1.18% | Q4 2016 | Q3 2017 | 4 |
Castle Hook Partners LP | 1 | 1 | 7.21% | 10.12% | 17.34% | Q4 2017 | Q2 2023 | 4 |
Pinz Capital Management, LP | 2 | 1 | 0.03% | 1.20% | 3.63% | Q1 2020 | Q2 2021 | 4 |
Guidant Wealth Advisors | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2018 | Q3 2019 | 4 |
Parasol Investment Management, LLC | 2 | 1 | 0.02% | 1.88% | 5.03% | Q4 2013 | Q1 2017 | 4 |
CARLSON CAPITAL L P | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2017 | 4 |
ROVIN CAPITAL /UT/ /ADV | 4 | 4 | 0.13% | 0.17% | 0.25% | Q4 2022 | Q3 2023 | 4 |
CORNERCAP INVESTMENT COUNSEL INC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q1 2021 | 4 |
Pembroke Management, LTD | 2 | 1 | 0.07% | 0.16% | 0.23% | Q1 2014 | Q2 2016 | 4 |
Azarias Capital Management, L.P. | 4 | 4 | 1.61% | 4.26% | 7.00% | Q4 2022 | Q3 2023 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 0.41% | 0.53% | 0.59% | Q2 2017 | Q1 2018 | 4 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 1 | 0.08% | 0.31% | 0.96% | Q3 2013 | Q2 2021 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q3 2023 | 4 |
AlphaStar Capital Management, LLC | 3 | 1 | 0.02% | 0.17% | 0.55% | Q4 2017 | Q4 2021 | 4 |
Parkwood LLC | 2 | 1 | 0.03% | 13.56% | 26.86% | Q3 2015 | Q3 2021 | 4 |
Perennial Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2021 | 4 |
CAMDEN NATIONAL BANK | 4 | 4 | 0.04% | 0.05% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Alpine Group USVI, LLC | 3 | 1 | 2.06% | 9.79% | 14.11% | Q2 2017 | Q3 2019 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.18% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q1 2023 | 4 |
HG Vora Capital Management, LLC | 4 | 4 | 13.40% | 20.55% | 29.12% | Q4 2013 | Q3 2014 | 4 |
VAN ECK ASSOCIATES CORP | 3 | 1 | 0.01% | 0.11% | 0.20% | Q2 2013 | Q4 2014 | 4 |
CASPIAN CAPITAL LP | 2 | 1 | 0.08% | 25.23% | 51.76% | Q4 2014 | Q3 2016 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.26% | 0.33% | 0.38% | Q4 2017 | Q3 2018 | 4 |
MRA Associates USA LLC | 4 | 4 | 0.28% | 0.59% | 0.86% | Q4 2018 | Q3 2019 | 4 |
SYSTEMATIC FINANCIAL MANAGEMENT LP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 4 |
Nichols Asset Management LLC | 4 | 4 | 0.10% | 0.80% | 1.11% | Q1 2016 | Q4 2016 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.01% | 0.11% | 0.19% | Q3 2014 | Q3 2015 | 4 |
Pacific Grove Capital LP | 4 | 4 | 2.34% | 7.39% | 13.80% | Q4 2015 | Q3 2016 | 4 |
SkyTop Capital Management LLC | 3 | 1 | 10.05% | 17.83% | 33.95% | Q3 2015 | Q1 2017 | 4 |
Mizuho Trust & Banking Co., Ltd. | 4 | 4 | 0.93% | 1.18% | 1.40% | Q3 2019 | Q2 2020 | 4 |
ADVISORS MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.11% | 0.80% | 1.53% | Q4 2022 | Q3 2023 | 4 |
TPB WEALTH ADVISORS | 4 | 4 | 0.27% | 0.36% | 0.52% | Q2 2022 | Q1 2023 | 4 |
RIVERSVILLE CAPITAL, INC. | 4 | 4 | 0.11% | 0.29% | 0.75% | Q2 2013 | Q1 2014 | 4 |
INTREPID CAPITAL MANAGEMENT INC | 4 | 4 | 0.28% | 0.30% | 0.32% | Q3 2022 | Q2 2023 | 4 |
Route One Investment Company, L.P. | 2 | 1 | 1.66% | 9.12% | 18.91% | Q2 2013 | Q2 2021 | 4 |
Asset Management Group, Inc. | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 4 | 4 | 1.18% | 1.32% | 1.50% | Q4 2017 | Q3 2018 | 4 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 2 | 2 | 0.02% | 2.33% | 7.76% | Q4 2016 | Q1 2022 | 4 |
First Command Advisory Services, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 4 |
Quadrant Private Wealth Management, LLC | 3 | 1 | 0.11% | 0.11% | 0.12% | Q2 2022 | Q2 2023 | 4 |
Concourse Capital Management, LLC | 4 | 4 | 2.46% | 4.19% | 7.02% | Q4 2016 | Q3 2017 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.57% | 2.89% | 4.04% | Q4 2017 | Q3 2018 | 4 |
Shoals Capital Management LP | 4 | 4 | 0.11% | 0.66% | 1.23% | Q1 2019 | Q4 2019 | 4 |
American Research & Management Co. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.06% | 0.09% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.05% | 0.06% | 0.06% | Q1 2010 | Q3 2023 | 4 |
MPAM CREDIT TRADING PARTNERS L.P. | 4 | 4 | 15.90% | 31.62% | 52.35% | Q4 2014 | Q3 2015 | 4 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q1 2023 | 4 |
WASATCH ADVISORS LP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2018 | 4 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.08% | 0.19% | 0.38% | Q2 2013 | Q1 2015 | 4 |
CITIZENS & NORTHERN CORP | 4 | 4 | 0.21% | 0.64% | 1.10% | Q3 2015 | Q2 2016 | 4 |
Scoria Capital Partners LP | 2 | 1 | 0.54% | 7.63% | 28.28% | Q4 2014 | Q3 2017 | 4 |
Nikulski Financial, Inc. | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q4 2021 | 4 |
HOWARD HUGHES MEDICAL INSTITUTE | 4 | 4 | 2.43% | 5.19% | 9.57% | Q4 2013 | Q3 2014 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Altai Capital Management | 4 | 4 | 4.39% | 15.33% | 23.06% | Q1 2014 | Q4 2014 | 4 |
Constellation Wealth Advisors, LLC | 4 | 4 | 0.09% | 0.13% | 0.23% | Q4 2014 | Q3 2015 | 4 |
Steigerwald, Gordon & Koch Inc. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
Trilantic Capital Management L.P. | 4 | 4 | 2.23% | 4.86% | 8.30% | Q4 2021 | Q3 2022 | 4 |
First Bancorp, Inc /ME/ | 3 | 1 | 0.26% | 0.29% | 0.33% | Q1 2021 | Q1 2022 | 4 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 1 | 0.01% | 0.98% | 3.91% | Q2 2013 | Q4 2020 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 2 | 1 | 0.01% | 0.08% | 0.16% | Q2 2018 | Q3 2021 | 4 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.58% | 1.36% | Q2 2021 | Q4 2022 | 4 |
Osborn Williams & Donohoe LLC | 4 | 4 | 0.32% | 0.37% | 0.40% | Q1 2019 | Q4 2019 | 4 |
Polaris Wealth Advisory Group, LLC | 3 | 1 | 0.01% | 0.04% | 0.13% | Q2 2017 | Q3 2018 | 4 |
Windsor Advisory Group, LLC | 4 | 4 | 0.58% | 0.70% | 0.91% | Q4 2022 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.19% | 0.52% | 1.01% | Q2 2023 | Q3 2023 | 4 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 4 | 4 | 1.44% | 1.71% | 1.89% | Q1 2021 | Q4 2021 | 4 |
Financial Insights, Inc. | 2 | 1 | 0.04% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 4 |
Swaine & Leidel Wealth Services, LLC | 1 | 1 | 0.29% | 0.48% | 0.61% | Q2 2019 | Q1 2022 | 4 |
CYNOSURE ADVISORS, LLC | 4 | 4 | 0.12% | 0.16% | 0.24% | Q4 2017 | Q3 2018 | 4 |
Eagle Ridge Investment Management | 3 | 1 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q1 2022 | 4 |
All Season Financial Advisors, Inc. | 2 | 2 | 0.55% | 2.71% | 4.54% | Q3 2021 | Q1 2023 | 4 |
SOROS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.11% | 1.18% | 3.58% | Q4 2020 | Q2 2023 | 4 |
Lee Capital Holdings LLC | 3 | 1 | 0.15% | 0.34% | 0.59% | Q2 2018 | Q4 2021 | 4 |
ROBINSON CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
Kazazian Asset Management, LLC | 4 | 4 | 2.53% | 4.68% | 8.98% | Q4 2018 | Q3 2019 | 4 |
Insight Wealth Strategies, LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2019 | Q1 2022 | 4 |
Antara Capital LP | 2 | 1 | 0.98% | 7.59% | 17.24% | Q3 2022 | Q2 2023 | 4 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.12% | 0.14% | 0.14% | Q4 2022 | Q3 2023 | 4 |
GLENHILL ADVISORS LLC | 4 | 4 | 13.12% | 13.99% | 15.16% | Q2 2017 | Q1 2018 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Holowesko Partners Ltd. | 2 | 1 | 2.48% | 4.16% | 5.32% | Q2 2015 | Q4 2019 | 4 |
Atlas Principals, LLC | 2 | 2 | 1.20% | 8.65% | 20.10% | Q4 2019 | Q1 2021 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 0.59% | 0.66% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Valtinson Bruner Financial Planning LLC | 4 | 4 | 0.14% | 1.02% | 2.60% | Q1 2021 | Q4 2021 | 4 |
Brenner West Capital Advisors | 3 | 1 | 2.10% | 4.42% | 8.88% | Q1 2016 | Q1 2017 | 4 |
COMMUNITY BANK SYSTEM, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2014 | 4 |
SlateStone Wealth, LLC | 3 | 1 | 0.05% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 4 |
Heartwood Wealth Management Ltd | 4 | 4 | 0.38% | 0.51% | 0.66% | Q4 2015 | Q3 2016 | 4 |
Prosiris Capital Management LP | 1 | 1 | 0.35% | 16.53% | 56.30% | Q4 2014 | Q2 2015 | 4 |
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 2 | 1 | 0.38% | 8.69% | 27.78% | Q3 2015 | Q3 2019 | 4 |
Napier Park Global Capital (US) LP | 3 | 1 | 1.05% | 4.03% | 6.86% | Q1 2016 | Q4 2017 | 4 |
New Century Advisors, LLC | 3 | 1 | 0.14% | 2.29% | 4.90% | Q3 2015 | Q4 2021 | 4 |
Cedar Brook Financial Partners, LLC | 4 | 4 | 0.16% | 0.26% | 0.31% | Q4 2018 | Q3 2019 | 4 |
Princeton Global Asset Management LLC | 3 | 1 | 0.02% | 0.10% | 0.33% | Q4 2019 | Q3 2023 | 4 |
Artemis Wealth Advisors, LLC | 4 | 4 | 5.49% | 7.12% | 8.95% | Q4 2022 | Q3 2023 | 4 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 1.97% | 6.86% | 17.79% | Q4 2016 | Q2 2023 | 4 |
ENDICOTT MANAGEMENT CO | 2 | 1 | 0.23% | 0.60% | 1.36% | Q2 2015 | Q1 2016 | 4 |
My Legacy Advisors, LLC | 4 | 4 | 0.10% | 1.37% | 2.13% | Q1 2022 | Q4 2022 | 4 |
Clearline Capital LP | 4 | 4 | 8.12% | 12.53% | 15.29% | Q4 2021 | Q3 2022 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.17% | 0.28% | 0.40% | Q2 2015 | Q1 2016 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Inscription Capital, LLC | 2 | 1 | 0.01% | 0.05% | 0.15% | Q4 2018 | Q2 2022 | 4 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 3 | 1 | 0.12% | 1.60% | 5.67% | Q4 2020 | Q4 2022 | 4 |
ATALANTA SOSNOFF CAPITAL, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
CHARTWELL INVESTMENT PARTNERS, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 2 | 1 | 3.59% | 4.61% | 5.74% | Q2 2015 | Q2 2017 | 4 |
Boston Partners | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q1 2020 | 4 |
Builders Union LLP | 4 | 4 | 13.34% | 29.33% | 48.95% | Q4 2020 | Q3 2021 | 4 |
Legacy Trust | 4 | 4 | 1.56% | 1.62% | 1.66% | Q4 2022 | Q3 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.06% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
HARTFORD INVESTMENT MANAGEMENT CO | 3 | 1 | 0.02% | 0.20% | 0.69% | Q2 2015 | Q4 2018 | 4 |
ARGENT TRUST COMPANY, N.A. | 4 | 4 | 0.40% | 0.44% | 0.49% | Q2 2014 | Q1 2015 | 4 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 1 | 0.02% | 0.28% | 1.04% | Q4 2013 | Q4 2019 | 4 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.01% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 4 |
Bellecapital International Ltd. | 4 | 4 | 0.87% | 0.92% | 1.00% | Q2 2016 | Q1 2017 | 4 |
Ikarian Capital, LLC | 2 | 1 | 0.01% | 1.20% | 3.35% | Q1 2020 | Q1 2021 | 4 |
Quantitative Advantage, LLC | 2 | 2 | 0.41% | 0.75% | 1.10% | Q3 2013 | Q1 2017 | 4 |
JUPITER ASSET MANAGEMENT LTD | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q3 2018 | 4 |
BlueCrest Capital Management LLP | 3 | 3 | 0.28% | 0.45% | 0.88% | Q4 2013 | Q2 2014 | 4 |
FIL Ltd | 4 | 4 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Stonehage Fleming Financial Services Holdings Ltd | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q2 2017 | 4 |
Cinctive Capital Management LP | 2 | 1 | 0.25% | 0.46% | 0.89% | Q3 2021 | Q2 2023 | 4 |
BANK OF HAWAII | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Smithwood Advisers, L.P. | 3 | 1 | 6.50% | 12.40% | 22.66% | Q2 2013 | Q3 2014 | 4 |
Seminole Management Co., Inc. | 3 | 1 | 0.21% | 1.66% | 2.42% | Q4 2014 | Q3 2016 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
AXAR CAPITAL MANAGEMENT L.P. | 2 | 1 | 8.96% | 25.05% | 50.21% | Q4 2015 | Q2 2018 | 4 |
Kirkoswald Asset Management LLC | 3 | 1 | 1.34% | 24.90% | 72.99% | Q3 2020 | Q3 2023 | 4 |
EJF Capital LLC | 3 | 1 | 0.18% | 1.62% | 5.54% | Q1 2016 | Q4 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 1.18% | 1.26% | 1.34% | Q4 2022 | Q3 2023 | 4 |
Hudson Executive Capital LP | 3 | 1 | 3.27% | 5.49% | 8.88% | Q3 2018 | Q3 2019 | 4 |
Baldwin Investment Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q4 2021 | 4 |
First County Bank /CT/ | 4 | 4 | 0.34% | 0.41% | 0.50% | Q4 2022 | Q3 2023 | 4 |
3Chopt Investment Partners, LLC | 4 | 4 | 1.23% | 1.27% | 1.37% | Q4 2022 | Q3 2023 | 4 |
Strategies Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
DCF Advisers, LLC | 2 | 1 | 0.33% | 1.15% | 2.10% | Q4 2019 | Q3 2023 | 4 |
Polen Capital Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 4 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2021 | 4 |
Vawter Financial, Ltd. | 4 | 4 | 0.52% | 0.62% | 0.80% | Q4 2022 | Q3 2023 | 4 |
BRADY FAMILY WEALTH, LLC | 4 | 4 | 0.38% | 0.39% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Private Wealth Strategies, L.L.C. | 3 | 1 | 0.05% | 0.12% | 0.18% | Q4 2019 | Q4 2021 | 4 |
Flagstone Financial Management | 4 | 4 | 0.12% | 0.13% | 0.16% | Q4 2022 | Q3 2023 | 4 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 4 | 4 | 1.56% | 1.92% | 2.36% | Q4 2021 | Q3 2022 | 4 |
Lighthouse Investment Partners, LLC | 3 | 3 | 0.16% | 0.48% | 1.30% | Q1 2023 | Q3 2023 | 4 |
Trust Co of Kansas | 2 | 1 | 0.39% | 0.83% | 1.85% | Q4 2019 | Q4 2022 | 4 |
Harvest Investment Advisors, LLC | 4 | 4 | 4.99% | 5.03% | 5.06% | Q4 2022 | Q3 2023 | 4 |
Filbrandt Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 4 |
Engrave Wealth Partners LLC | 3 | 1 | 0.06% | 1.53% | 5.92% | Q4 2019 | Q1 2021 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q4 2022 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 0.72% | 0.77% | 0.83% | Q4 2022 | Q3 2023 | 4 |
Paul John Balson | 4 | 4 | 0.43% | 0.65% | 0.88% | Q1 2020 | Q4 2020 | 4 |
Julex Capital Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.32% | 0.33% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Parker Financial LLC | 4 | 4 | 1.58% | 1.92% | 2.16% | Q4 2022 | Q3 2023 | 4 |
REBALANCE, LLC | 4 | 4 | 0.21% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
CMH Wealth Management LLC | 3 | 1 | 0.22% | 0.24% | 0.25% | Q4 2016 | Q4 2020 | 4 |
Annandale Capital, LLC | 4 | 4 | 0.10% | 0.14% | 0.17% | Q1 2021 | Q4 2021 | 4 |
VIAWEALTH, LLC | 4 | 4 | 0.37% | 0.39% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Stevard, LLC | 2 | 2 | 0.19% | 0.22% | 0.27% | Q4 2019 | Q3 2023 | 4 |
Mountain Lake Investment Management LLC | 2 | 1 | 0.00% | 10.74% | 20.22% | Q2 2016 | Q1 2019 | 4 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.13% | 0.15% | 0.19% | Q4 2022 | Q3 2023 | 4 |
QUARRY HILL ADVISORS, LLC | 4 | 4 | 0.19% | 0.20% | 0.20% | Q4 2022 | Q3 2023 | 4 |
STAR Financial Bank | 4 | 4 | 1.95% | 2.04% | 2.28% | Q4 2022 | Q3 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.13% | 0.43% | 1.27% | Q3 2020 | Q3 2023 | 4 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.75% | 1.82% | Q4 2021 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.14% | 0.17% | 0.20% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 1.14% | 1.30% | 1.73% | Q4 2022 | Q3 2023 | 4 |
CHECK CAPITAL MANAGEMENT INC/CA | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q1 2020 | 4 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.07% | 0.47% | 1.39% | Q4 2013 | Q2 2020 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 7.20% | 8.60% | 10.06% | Q4 2022 | Q3 2023 | 4 |
PALO ALTO WEALTH ADVISORS, LLC | 4 | 4 | 0.31% | 0.34% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Kovitz Investment Group, LLC | 4 | 4 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q1 2014 | 4 |
Breakwater Capital Group | 4 | 4 | 0.10% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.20% | 0.76% | Q4 2022 | Q3 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.49% | 0.66% | 0.89% | Q4 2022 | Q3 2023 | 4 |
SELZ CAPITAL LLC | 2 | 1 | 1.07% | 2.92% | 5.62% | Q2 2013 | Q1 2019 | 4 |
Redwood Wealth Management Group, LLC | 4 | 4 | 0.35% | 0.37% | 0.39% | Q4 2022 | Q3 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Jessup Wealth Management, Inc | 4 | 4 | 0.68% | 1.65% | 2.68% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
GEM Asset Management, LLC | 4 | 4 | 1.17% | 1.21% | 1.23% | Q4 2022 | Q3 2023 | 4 |
JD Financial Services Inc. | 2 | 2 | 0.18% | 0.27% | 0.35% | Q4 2020 | Q4 2021 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 1.87% | 2.40% | 2.88% | Q4 2022 | Q3 2023 | 4 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.68% | 0.98% | 1.54% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.91% | 0.96% | 1.01% | Q4 2022 | Q3 2023 | 4 |
MMA ASSET MANAGEMENT LLC | 3 | 1 | 0.25% | 0.29% | 0.34% | Q4 2020 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 0.28% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
TCP Asset Management, LLC | 4 | 4 | 0.14% | 1.22% | 2.03% | Q4 2022 | Q3 2023 | 4 |
Rye Brook Capital LLC | 3 | 1 | 0.46% | 1.93% | 3.08% | Q4 2020 | Q1 2022 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.71% | 0.72% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.19% | 0.22% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Opera Trading Capital | 2 | 1 | 0.03% | 1.26% | 3.20% | Q4 2015 | Q4 2018 | 4 |
Kades & Cheifetz LLC | 4 | 4 | 0.20% | 0.21% | 0.21% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.04% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.24% | 0.37% | 0.72% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Johnson & White Wealth Management, LLC | 3 | 1 | 0.40% | 0.54% | 0.82% | Q3 2022 | Q3 2023 | 4 |
Lifestyle Asset Management, Inc. | 4 | 4 | 8.45% | 9.09% | 9.97% | Q4 2022 | Q3 2023 | 4 |
Pine Ridge Advisers LLC | 4 | 4 | 0.72% | 0.79% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Thrive Capital Management, LLC | 4 | 4 | 0.18% | 0.32% | 0.47% | Q4 2020 | Q3 2021 | 4 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.77% | 4.44% | 9.54% | Q2 2014 | Q1 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Financial Management Professionals, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2023 | 4 |
Trust Asset Management LLC | 4 | 4 | 0.16% | 2.07% | 2.73% | Q1 2014 | Q4 2014 | 4 |
Valley Brook Capital Group, Inc. | 3 | 1 | 0.17% | 0.18% | 0.20% | Q4 2020 | Q4 2021 | 4 |
BEACON TRUST CO | 4 | 4 | 0.05% | 0.05% | 0.05% | Q1 2013 | Q4 2013 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.03% | 0.06% | 0.13% | Q1 2021 | Q2 2022 | 4 |
1832 Asset Management L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CSM Advisors, LLC | 4 | 4 | 0.06% | 0.64% | 2.25% | Q4 2022 | Q3 2023 | 4 |
Callan Family Office, LLC | 4 | 4 | 1.46% | 1.76% | 2.01% | Q4 2022 | Q3 2023 | 4 |
AMI ASSET MANAGEMENT CORP | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q4 2022 | 3 |
ALPS ADVISORS INC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q1 2014 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q4 2018 | 3 |
CKW FINANCIAL GROUP | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 3 |
Aviance Capital Partners, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
National Mutual Insurance Federation of Agricultural Cooperatives | 3 | 3 | 3.17% | 3.28% | 3.40% | Q4 2018 | Q2 2019 | 3 |
NICOLET ADVISORY SERVICES, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2020 | 3 |
EMORY UNIVERSITY | 3 | 3 | 0.01% | 0.90% | 2.67% | Q2 2011 | Q4 2011 | 3 |
Boundary Creek Advisors LP | 2 | 1 | 1.62% | 8.87% | 17.51% | Q3 2022 | Q3 2023 | 3 |
TWINBEECH CAPITAL LP | 1 | 1 | 0.01% | 0.28% | 0.83% | Q1 2020 | Q2 2023 | 3 |
Knuff & Co LLC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q4 2018 | Q2 2019 | 3 |
STRATEGY ASSET MANAGERS LLC | 2 | 1 | 0.05% | 0.06% | 0.08% | Q4 2019 | Q1 2021 | 3 |
Permanens Capital L.P. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Anandar Capital Management LP | 1 | 1 | 0.96% | 2.26% | 3.03% | Q4 2014 | Q2 2016 | 3 |
IAM Advisory, LLC | 2 | 1 | 0.02% | 0.23% | 0.39% | Q2 2021 | Q1 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Prostatis Group LLC | 2 | 1 | 0.04% | 0.63% | 1.00% | Q4 2019 | Q2 2023 | 3 |
AidennLair Capital Management LP | 2 | 1 | 8.92% | 13.21% | 19.31% | Q2 2017 | Q2 2018 | 3 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.01% | 0.08% | 0.12% | Q3 2021 | Q4 2021 | 3 |
Tradeworx Inc. | 2 | 1 | 0.09% | 0.15% | 0.23% | Q2 2013 | Q1 2014 | 3 |
Cheyne Capital Management (UK) LLP | 2 | 1 | 0.13% | 0.29% | 0.47% | Q2 2019 | Q2 2021 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Manifold Partners, LLC | 3 | 3 | 0.11% | 0.31% | 0.67% | Q2 2013 | Q4 2013 | 3 |
CORA CAPITAL ADVISORS LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q2 2023 | 3 |
JFG Wealth Management, LLC | 2 | 1 | 0.06% | 0.31% | 0.46% | Q4 2020 | Q4 2022 | 3 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 2 | 1 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q3 2017 | 3 |
VNBTrust, National Association | 3 | 3 | 9.45% | 12.52% | 18.30% | Q1 2017 | Q3 2017 | 3 |
qPULA Trading Management LP | 2 | 1 | 0.28% | 0.86% | 1.39% | Q4 2020 | Q1 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 3 |
Ninety One UK Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Isomer Partners LP | 2 | 1 | 4.24% | 4.72% | 5.22% | Q3 2022 | Q2 2023 | 3 |
Bracebridge Capital, LLC | 1 | 1 | 0.33% | 1.64% | 4.03% | Q4 2019 | Q2 2021 | 3 |
Segantii Capital Management Ltd | 2 | 1 | 0.30% | 0.53% | 0.78% | Q4 2018 | Q4 2019 | 3 |
Oxinas Partners Wealth Management LLC | 3 | 3 | 1.95% | 2.46% | 2.72% | Q1 2021 | Q3 2021 | 3 |
Financial & Tax Architects, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q3 2021 | Q1 2022 | 3 |
Catamount Wealth Management | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2017 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 0.97% | 1.14% | 1.43% | Q2 2023 | Q4 2023 | 3 |
Honeycomb Asset Management LP | 1 | 1 | 2.64% | 5.17% | 7.64% | Q1 2017 | Q1 2021 | 3 |
DAVIDSON INVESTMENT ADVISORS | 2 | 1 | 0.17% | 0.20% | 0.23% | Q1 2014 | Q2 2016 | 3 |
Jabre Capital Partners S.A. | 1 | 1 | 0.45% | 7.45% | 17.00% | Q4 2014 | Q1 2017 | 3 |
MALTESE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.14% | 0.17% | 0.19% | Q2 2016 | Q2 2020 | 3 |
Aristides Capital LLC | 1 | 1 | 0.32% | 0.89% | 1.66% | Q2 2021 | Q2 2023 | 3 |
CQS Cayman LP | 2 | 1 | 0.20% | 1.04% | 2.04% | Q1 2015 | Q2 2018 | 3 |
WealthStone, Inc. | 2 | 1 | 0.05% | 0.11% | 0.16% | Q2 2019 | Q1 2021 | 3 |
Parian Global Management LP | 2 | 1 | 4.28% | 8.76% | 17.15% | Q3 2019 | Q3 2020 | 3 |
Artal Group S.A. | 3 | 3 | 0.96% | 1.81% | 3.22% | Q2 2014 | Q4 2014 | 3 |
Senator Investment Group LP | 2 | 1 | 1.97% | 8.16% | 13.84% | Q3 2017 | Q3 2018 | 3 |
Gruss Capital Management LP | 1 | 1 | 1.93% | 8.21% | 16.56% | Q3 2014 | Q2 2017 | 3 |
FOURSIXTHREE CAPITAL LP | 2 | 2 | 29.86% | 54.06% | 80.06% | Q2 2023 | Q3 2023 | 3 |
Balter Liquid Alternatives, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q2 2019 | 3 |
Alta Park Capital, LP | 2 | 1 | 5.78% | 7.36% | 8.46% | Q1 2019 | Q4 2020 | 3 |
Braun-Bostich & Associates Inc. | 2 | 1 | 1.46% | 1.78% | 1.99% | Q2 2021 | Q1 2022 | 3 |
Old West Investment Management, LLC | 3 | 3 | 15.43% | 16.78% | 19.07% | Q1 2021 | Q3 2021 | 3 |
Alyeska Investment Group, L.P. | 3 | 3 | 0.13% | 0.20% | 0.34% | Q4 2016 | Q2 2017 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Tanglewood Wealth Management, Inc. | 2 | 1 | 0.92% | 2.98% | 5.70% | Q3 2016 | Q4 2020 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
LFA - Lugano Financial Advisors SA | 3 | 3 | 1.32% | 1.45% | 1.70% | Q2 2018 | Q4 2018 | 3 |
South Shore Capital Advisors | 1 | 1 | 0.01% | 0.44% | 0.82% | Q4 2020 | Q3 2021 | 3 |
McNamara Financial Services, Inc. | 3 | 3 | 0.05% | 0.06% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Onex Canada Asset Management Inc. | 3 | 3 | 0.01% | 0.74% | 1.52% | Q1 2021 | Q3 2021 | 3 |
Campbell Wealth Management | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 3 |
Reynders McVeigh Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
FIDUCIARY MANAGEMENT INC /WI/ | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 3 |
Empire Life Investments Inc. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2018 | 3 |
Johnson Midwest Financial, LLC | 3 | 3 | 14.32% | 15.30% | 15.95% | Q4 2020 | Q2 2021 | 3 |
Mitsubishi UFJ Trust & Banking Corp | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2017 | 3 |
Greenland Capital Management LP | 3 | 3 | 0.15% | 0.33% | 0.48% | Q1 2023 | Q3 2023 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 3 | 3 | 0.17% | 0.58% | 0.97% | Q4 2014 | Q2 2015 | 3 |
Ipswich Investment Management Co., Inc. | 2 | 1 | 0.03% | 0.07% | 0.15% | Q1 2016 | Q4 2018 | 3 |
Bell Bank | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Game Creek Capital, LP | 2 | 1 | 1.58% | 2.64% | 3.50% | Q3 2021 | Q2 2023 | 3 |
Kabarec Financial Advisors, Ltd. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Marshall Financial Group LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q3 2023 | 3 |
CGN Advisors LLC | 2 | 1 | 0.03% | 0.07% | 0.12% | Q3 2022 | Q4 2023 | 3 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 3 | 3 | 0.07% | 0.09% | 0.10% | Q3 2019 | Q1 2020 | 3 |
Cerrano Capital Management LP | 3 | 3 | 11.63% | 14.59% | 19.92% | Q4 2017 | Q2 2018 | 3 |
Sonen Capital LLC | 3 | 3 | 0.59% | 0.63% | 0.68% | Q1 2023 | Q3 2023 | 3 |
WEATHERLY ASSET MANAGEMENT L. P. | 3 | 3 | 0.21% | 0.23% | 0.27% | Q2 2013 | Q4 2013 | 3 |
Forza Wealth Management, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
180 WEALTH ADVISORS, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q1 2022 | 3 |
MRA Advisory Group | 1 | 1 | 0.19% | 0.24% | 0.30% | Q1 2021 | Q1 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.23% | 0.23% | 0.24% | Q1 2023 | Q3 2023 | 3 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 1 | 1 | 3.58% | 10.32% | 17.20% | Q3 2013 | Q2 2016 | 3 |
Evermore Global Advisors, LLC | 2 | 1 | 13.16% | 21.56% | 36.16% | Q4 2016 | Q1 2019 | 3 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q2 2023 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.00% | 0.04% | 0.08% | Q2 2022 | Q3 2022 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
SENTINEL TRUST CO LBA | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2018 | Q4 2018 | 3 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2013 | Q2 2014 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Lomas Capital Management, LLC | 1 | 1 | 1.05% | 1.92% | 3.50% | Q1 2015 | Q3 2016 | 3 |
Invictus RG | 2 | 1 | 11.99% | 15.06% | 16.98% | Q1 2020 | Q1 2021 | 3 |
ArrowMark Colorado Holdings LLC | 2 | 1 | 0.03% | 0.11% | 0.20% | Q3 2013 | Q3 2017 | 3 |
P&S Credit Management, L.P. | 2 | 2 | 1.09% | 6.46% | 16.52% | Q2 2023 | Q3 2023 | 3 |
Tenzing Global Management, LLC | 2 | 1 | 4.72% | 14.14% | 30.30% | Q4 2020 | Q3 2021 | 3 |
Foresight Wealth Management, LLC | 1 | 1 | 0.00% | 0.08% | 0.23% | Q4 2018 | Q4 2021 | 3 |
ISTHMUS PARTNERS, LLC | 2 | 1 | 0.01% | 0.27% | 0.63% | Q2 2017 | Q2 2020 | 3 |
Keystone Financial Group | 2 | 1 | 0.04% | 0.11% | 0.22% | Q4 2017 | Q1 2022 | 3 |
Accuvest Global Advisors | 1 | 1 | 0.09% | 0.93% | 2.54% | Q4 2013 | Q4 2015 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 3 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 3 | 3 | 6.34% | 6.59% | 6.94% | Q4 2022 | Q2 2023 | 3 |
NWI MANAGEMENT LP | 2 | 1 | 0.04% | 0.21% | 0.43% | Q4 2016 | Q3 2023 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.27% | 0.28% | 0.30% | Q2 2013 | Q4 2013 | 3 |
Brahman Capital Corp. | 3 | 3 | 5.72% | 10.74% | 18.53% | Q1 2015 | Q3 2015 | 3 |
Wellington Shields & Co., LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 3 |
Allegis Investment Advisors, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2015 | Q2 2017 | 3 |
STERLING INVESTMENT MANAGEMENT, LLC | 3 | 3 | 1.17% | 1.31% | 1.51% | Q1 2018 | Q3 2018 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.37% | 0.40% | 0.41% | Q4 2020 | Q2 2021 | 3 |
Andromeda Capital LLC | 1 | 1 | 0.36% | 1.23% | 1.66% | Q2 2014 | Q2 2014 | 3 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 1.52% | 1.91% | 2.14% | Q2 2013 | Q2 2017 | 3 |
Oribel Capital Management, LP | 1 | 1 | 1.46% | 9.04% | 19.40% | Q4 2016 | Q3 2021 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.14% | 0.15% | 0.15% | Q4 2021 | Q2 2022 | 3 |
PATTON ALBERTSON MILLER GROUP, LLC | 2 | 1 | 0.06% | 0.11% | 0.15% | Q3 2018 | Q4 2019 | 3 |
Aevitas Wealth Management, Inc. | 2 | 1 | 0.02% | 0.08% | 0.13% | Q4 2018 | Q3 2021 | 3 |
CAMPBELL CAPITAL MANAGEMENT INC | 1 | 1 | 0.92% | 1.44% | 2.09% | Q4 2021 | Q4 2023 | 3 |
Main Management Fund Advisors LLC | 3 | 3 | 15.07% | 15.61% | 16.33% | Q1 2021 | Q3 2021 | 3 |
Brandywine Global Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Vollero Beach Capital Partners LLC | 2 | 1 | 2.43% | 7.65% | 15.89% | Q1 2014 | Q1 2015 | 3 |
Axiom Advisory, LLC | 2 | 1 | 0.16% | 0.18% | 0.18% | Q4 2021 | Q2 2023 | 3 |
Willow Street Advisors LLC | 3 | 3 | 1.39% | 1.47% | 1.54% | Q2 2013 | Q4 2013 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 1.83% | 1.87% | 1.94% | Q4 2014 | Q2 2015 | 3 |
Cannon Global Investment Management, LLC | 1 | 1 | 0.97% | 3.68% | 7.62% | Q2 2021 | Q2 2023 | 3 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 0.23% | 17.90% | 28.00% | Q2 2014 | Q2 2014 | 3 |
MARLIN SAMS CAPITAL MANAGEMENT LLC | 3 | 3 | 1.60% | 1.92% | 2.28% | Q1 2017 | Q3 2017 | 3 |
COWA, LLC | 2 | 1 | 0.01% | 0.05% | 0.08% | Q4 2020 | Q3 2022 | 3 |
Kellett Wealth Advisors, LLC | 2 | 1 | 0.17% | 0.42% | 0.68% | Q4 2021 | Q3 2023 | 3 |
Polus Capital Management Ltd | 3 | 3 | 6.43% | 7.98% | 9.43% | Q1 2023 | Q3 2023 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 1.41% | 1.81% | 2.11% | Q4 2021 | Q2 2022 | 3 |
Princeton Portfolio Strategies Group LLC | 2 | 1 | 0.21% | 0.44% | 0.71% | Q4 2016 | Q3 2017 | 3 |
NTB Financial Corp | 3 | 3 | 0.14% | 0.20% | 0.23% | Q4 2021 | Q2 2022 | 3 |
BUCKINGHAM CAPITAL MANAGEMENT INC | 1 | 1 | 0.08% | 5.37% | 15.90% | Q4 2016 | Q1 2019 | 3 |
Creative Capital Management Investments LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
DHK Financial Advisors, Inc. | 3 | 3 | 2.00% | 2.22% | 2.54% | Q4 2021 | Q2 2022 | 3 |
HATTON CONSULTING, INC. | 3 | 3 | 0.40% | 0.44% | 0.47% | Q1 2021 | Q3 2021 | 3 |
Repertoire Partners LP | 2 | 1 | 37.20% | 54.31% | 86.18% | Q1 2022 | Q1 2023 | 3 |
Leeward Investments, LLC - MA | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 3 |
Riverwater Partners LLC | 1 | 1 | 0.36% | 0.67% | 1.23% | Q4 2021 | Q4 2023 | 3 |
Melqart Asset Management (UK) Ltd | 2 | 2 | 1.07% | 3.36% | 7.83% | Q4 2018 | Q1 2019 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q1 2023 | 3 |
TPG Financial Advisors, LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q1 2021 | Q3 2021 | 3 |
BHF Kleinwort Benson Group S.A. | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2014 | Q2 2015 | 3 |
Karpus Management, Inc. | 2 | 1 | 0.02% | 0.23% | 0.34% | Q4 2018 | Q2 2021 | 3 |
Sterling Investment Counsel, LLC | 3 | 3 | 0.24% | 0.50% | 1.02% | Q4 2021 | Q2 2022 | 3 |
LOCKERMAN FINANCIAL GROUP, INC. | 3 | 3 | 4.33% | 6.59% | 8.25% | Q1 2022 | Q3 2022 | 3 |
Blue Sky Asset Management, LLC | 1 | 1 | 1.25% | 2.01% | 2.49% | Q1 2018 | Q4 2020 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 3 | 3 | 0.26% | 0.33% | 0.46% | Q2 2022 | Q4 2022 | 3 |
Lebenthal Global Advisors, LLC | 3 | 3 | 0.29% | 0.31% | 0.32% | Q4 2020 | Q2 2021 | 3 |
Municipal Employees' Retirement System of Michigan | 3 | 3 | 0.10% | 0.13% | 0.15% | Q3 2019 | Q1 2020 | 3 |
StratiFi, LLC | 3 | 3 | 0.03% | 4.97% | 14.69% | Q2 2015 | Q4 2015 | 3 |
Bristol Advisors, LLC | 1 | 1 | 0.61% | 0.87% | 1.24% | Q1 2017 | Q4 2018 | 3 |
Manhattan West Asset Management, LLC | 2 | 1 | 0.12% | 1.49% | 3.96% | Q4 2021 | Q1 2023 | 3 |
Bradley & Co. Private Wealth Management, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Nut Tree Capital Management, LP | 2 | 1 | 19.94% | 39.69% | 55.80% | Q3 2019 | Q2 2022 | 3 |
Dai-ichi Life Insurance Company, Ltd | 3 | 3 | 1.55% | 1.65% | 1.75% | Q3 2020 | Q1 2021 | 3 |
LWM Advisory Services, LLC | 2 | 1 | 0.23% | 0.47% | 0.62% | Q4 2021 | Q3 2022 | 3 |
Guild Investment Management, Inc. | 2 | 1 | 6.25% | 12.83% | 21.25% | Q4 2016 | Q4 2017 | 3 |
Talkot Capital, LLC | 1 | 1 | 0.48% | 2.28% | 5.40% | Q2 2013 | Q4 2015 | 3 |
F&C Asset Management plc | 3 | 3 | 0.06% | 0.08% | 0.11% | Q2 2013 | Q4 2013 | 3 |
Empire Capital Management, L.L.C. | 2 | 1 | 6.46% | 7.64% | 9.72% | Q3 2013 | Q2 2015 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.09% | 0.10% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Vertex Planning Partners, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Baymount Management LP | 2 | 1 | 0.00% | 12.31% | 30.58% | Q3 2021 | Q2 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Noble Family Wealth, LLC | 3 | 3 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q3 2023 | 3 |
SAX WEALTH ADVISORS, LLC | 1 | 1 | 0.05% | 0.17% | 0.41% | Q1 2021 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
CMT Asset Management Ltd | 1 | 1 | 0.03% | 0.45% | 1.13% | Q4 2012 | Q4 2013 | 3 |
Opus Point Partners Management, LLC | 3 | 3 | 17.10% | 21.23% | 24.38% | Q1 2016 | Q3 2016 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.09% | 0.33% | 0.81% | Q1 2023 | Q3 2023 | 3 |
Quintet Private Bank (Europe) S.A. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 3 |
Midwest Financial Group LLC | 3 | 3 | 1.25% | 1.29% | 1.31% | Q1 2023 | Q3 2023 | 3 |
First Ascent Asset Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Authentikos Wealth Advisory, LLC | 3 | 3 | 1.21% | 1.29% | 1.35% | Q1 2023 | Q3 2023 | 3 |
BIP Wealth, LLC | 3 | 3 | 1.55% | 1.68% | 1.93% | Q1 2023 | Q3 2023 | 3 |
LOEB PARTNERS CORP | 3 | 3 | 0.19% | 0.30% | 0.54% | Q2 2018 | Q4 2018 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 2.19% | 2.22% | 2.28% | Q1 2023 | Q3 2023 | 3 |
Lion Street Advisors, LLC | 3 | 3 | 0.26% | 0.32% | 0.44% | Q1 2023 | Q3 2023 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.16% | 0.18% | 0.22% | Q4 2019 | Q2 2020 | 3 |
Forefront Analytics, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2019 | Q1 2020 | 3 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 1 | 0.03% | 0.17% | 0.46% | Q2 2014 | Q4 2016 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 5.60% | 5.80% | 5.98% | Q1 2023 | Q3 2023 | 3 |
Systematic Alpha Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CTF Capital Management, LP | 3 | 3 | 18.51% | 23.35% | 29.22% | Q1 2022 | Q3 2022 | 3 |
DAN L DUNCAN FOUNDATION | 3 | 3 | 29.88% | 30.36% | 31.12% | Q1 2021 | Q3 2021 | 3 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.05% | 0.21% | 0.37% | Q2 2020 | Q3 2022 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
HealthCor Management, L.P. | 2 | 1 | 0.79% | 2.08% | 4.39% | Q1 2016 | Q1 2021 | 3 |
Northern Right Capital Management, L.P. | 2 | 1 | 6.42% | 17.27% | 35.93% | Q4 2016 | Q3 2017 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.04% | 0.06% | 0.08% | Q1 2015 | Q3 2015 | 3 |
INDUS CAPITAL PARTNERS, LLC | 2 | 1 | 0.36% | 8.57% | 22.90% | Q3 2013 | Q2 2015 | 3 |
Simplify Asset Management Inc. | 2 | 1 | 0.04% | 1.02% | 2.67% | Q1 2022 | Q3 2023 | 3 |
Disciplina Capital Management LLC | 3 | 3 | 3.11% | 4.72% | 5.62% | Q1 2021 | Q3 2021 | 3 |
INNOVIS ASSET MANAGEMENT LLC | 2 | 1 | 0.08% | 0.17% | 0.29% | Q4 2022 | Q3 2023 | 3 |
BAKER BOYER NATIONAL BANK | 3 | 3 | 1.52% | 1.56% | 1.62% | Q3 2017 | Q1 2018 | 3 |
SNOW CAPITAL MANAGEMENT LP | 3 | 3 | 0.39% | 1.44% | 2.48% | Q3 2019 | Q1 2020 | 3 |
Premia Global Advisors, LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 3 |
Advance Capital Management, Inc. | 3 | 3 | 0.05% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Avalon Trust Co | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Delta Financial Group, Inc. | 2 | 1 | 0.60% | 0.61% | 0.63% | Q4 2022 | Q3 2023 | 3 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 2 | 1 | 0.01% | 0.08% | 0.16% | Q4 2016 | Q3 2017 | 3 |
Duquesne Family Office | 1 | 1 | 2.55% | 7.70% | 13.04% | Q4 2016 | Q4 2019 | 3 |
BROADVIEW ADVISORS LLC | 3 | 3 | 0.24% | 0.63% | 1.15% | Q4 2018 | Q2 2019 | 3 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q4 2018 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Kathmere Capital Management, LLC | 2 | 1 | 0.02% | 0.04% | 0.09% | Q4 2019 | Q4 2020 | 3 |
Financial Advisory Group | 2 | 1 | 0.04% | 0.05% | 0.06% | Q3 2019 | Q2 2023 | 3 |
325 CAPITAL LLC | 3 | 3 | 1.97% | 2.24% | 2.76% | Q4 2021 | Q2 2022 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.11% | 1.83% | 4.03% | Q4 2021 | Q2 2022 | 3 |
Standard Investments LLC | 2 | 1 | 0.49% | 1.54% | 3.58% | Q2 2014 | Q2 2015 | 3 |
P.A.W. CAPITAL CORP | 1 | 1 | 6.62% | 8.56% | 12.12% | Q1 2017 | Q1 2019 | 3 |
BOLTON LP | 1 | 1 | 0.09% | 0.26% | 0.38% | Q3 2013 | Q1 2014 | 3 |
CUMBERLAND ADVISORS INC | 3 | 3 | 2.14% | 2.34% | 2.74% | Q4 2020 | Q2 2021 | 3 |
PECAUT & CO. | 2 | 1 | 0.00% | 0.04% | 0.09% | Q3 2018 | Q3 2019 | 3 |
Schooner Investment Group, LLC. | 2 | 1 | 1.11% | 34.30% | 100.00% | Q4 2015 | Q4 2016 | 3 |
GRANDFIELD & DODD, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
FORT PITT CAPITAL GROUP INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q3 2015 | 3 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 3 | 3 | 0.25% | 0.38% | 0.59% | Q2 2013 | Q4 2013 | 3 |
Ascension Capital Advisors, Inc. | 3 | 3 | 10.00% | 12.73% | 14.26% | Q1 2021 | Q3 2021 | 3 |
Verde Servicos Internacionais S.A. | 2 | 1 | 1.55% | 1.82% | 2.37% | Q4 2017 | Q4 2018 | 3 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2018 | Q4 2022 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.68% | 0.72% | 0.77% | Q4 2022 | Q3 2023 | 3 |
tru Independence LLC | 1 | 1 | 0.04% | 0.06% | 0.11% | Q4 2019 | Q1 2021 | 3 |
PETERSON WEALTH MANAGEMENT | 3 | 3 | 0.45% | 0.48% | 0.50% | Q2 2021 | Q4 2021 | 3 |
SkyView Investment Advisors, LLC | 2 | 1 | 0.01% | 0.68% | 2.03% | Q4 2021 | Q3 2023 | 3 |
Price Capital Management, Inc. | 1 | 1 | 0.08% | 1.10% | 3.08% | Q4 2017 | Q2 2023 | 3 |
Spruce Investment Advisors LLC | 3 | 3 | 0.08% | 0.13% | 0.21% | Q2 2015 | Q4 2015 | 3 |
SPRINGOWL ASSOCIATES LLC | 3 | 3 | 2.87% | 6.37% | 11.78% | Q1 2017 | Q3 2017 | 3 |
FIRST AMERICAN TRUST, FSB | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2017 | Q1 2018 | 3 |
Tilson Financial Group, Inc. | 2 | 1 | 0.43% | 0.52% | 0.58% | Q4 2022 | Q3 2023 | 3 |
Newtyn Management, LLC | 3 | 3 | 20.43% | 27.84% | 32.05% | Q2 2019 | Q4 2019 | 3 |
Risk Paradigm Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
NAN FUNG TRINITY (HK) Ltd | 3 | 3 | 0.38% | 0.40% | 0.44% | Q2 2020 | Q4 2020 | 3 |
Epoch Investment Partners, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Independence Trust CO | 2 | 2 | 0.29% | 0.29% | 0.29% | Q3 2017 | Q4 2017 | 2 |
PYRRHO CAPITAL MANAGEMENT, LP | 2 | 2 | 20.10% | 21.39% | 22.68% | Q2 2015 | Q3 2015 | 2 |
Iguana Healthcare Management, LLC | 1 | 1 | 2.62% | 2.90% | 3.18% | Q4 2013 | Q1 2015 | 2 |
Plymouth Lane Capital Management, LLC | 2 | 2 | 1.15% | 3.77% | 6.39% | Q4 2014 | Q1 2015 | 2 |
Blue Chip Partners, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2021 | 2 |
Endurant Capital Management LP | 1 | 1 | 0.64% | 2.10% | 3.57% | Q3 2020 | Q4 2021 | 2 |
Avoro Capital Advisors LLC | 1 | 1 | 0.00% | 0.65% | 1.29% | Q3 2015 | Q2 2019 | 2 |
Delpha Capital Management, LLC | 2 | 2 | 12.67% | 19.83% | 27.00% | Q4 2017 | Q1 2018 | 2 |
Aquilo Capital Management, LLC | 1 | 1 | 15.57% | 21.26% | 26.96% | Q3 2020 | Q2 2023 | 2 |
Sterling Ridge Capital Management LP | 1 | 1 | 0.27% | 3.25% | 6.23% | Q2 2015 | Q4 2015 | 2 |
TIDE POINT CAPITAL MANAGEMENT, LP | 1 | 1 | 5.90% | 6.35% | 6.80% | Q4 2014 | Q3 2016 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 2 |
GFG Capital, LLC | 1 | 1 | 0.05% | 0.83% | 1.60% | Q4 2019 | Q4 2022 | 2 |
J2 Capital Management Inc | 2 | 2 | 0.33% | 2.17% | 4.00% | Q2 2023 | Q3 2023 | 2 |
BOW STREET LLC | 1 | 1 | 13.88% | 13.88% | 13.88% | Q1 2014 | Q4 2015 | 2 |
BRASADA CAPITAL MANAGEMENT, LP | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2018 | Q3 2018 | 2 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 2 |
Sandell Investment Services LLC | 2 | 2 | 5.68% | 5.72% | 5.77% | Q1 2015 | Q2 2015 | 2 |
Castle Ridge Investment Management LP | 2 | 2 | 6.22% | 8.25% | 10.28% | Q1 2017 | Q2 2017 | 2 |
LVZ, Inc. | 2 | 2 | 0.08% | 0.11% | 0.14% | Q1 2020 | Q2 2020 | 2 |
Harfst & Associates, Inc. | 2 | 2 | 0.02% | 0.05% | 0.08% | Q1 2017 | Q2 2017 | 2 |
Camelot Portfolios, LLC | 1 | 1 | 0.18% | 0.54% | 0.90% | Q4 2021 | Q2 2023 | 2 |
Rotation Capital Management, LP | 2 | 2 | 3.93% | 14.20% | 24.47% | Q4 2016 | Q1 2017 | 2 |
Ken Stern & Associates, Inc. | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2018 | Q3 2018 | 2 |
Kerrisdale Advisers, LLC | 1 | 1 | 2.22% | 9.23% | 16.25% | Q1 2019 | Q1 2019 | 2 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q2 2017 | 2 |
Idaho Trust Bank | 2 | 2 | 4.59% | 4.72% | 4.86% | Q2 2023 | Q3 2023 | 2 |
Meghalaya Partners, L.P. | 2 | 2 | 13.44% | 14.80% | 16.17% | Q2 2018 | Q3 2018 | 2 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2017 | 2 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 2 |
Zimmer Partners, LP | 1 | 1 | 0.38% | 0.39% | 0.41% | Q1 2014 | Q1 2020 | 2 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.01% | 0.22% | 0.44% | Q1 2018 | Q4 2018 | 2 |
JS Capital Management LLC | 2 | 2 | 9.95% | 13.04% | 16.13% | Q2 2020 | Q3 2020 | 2 |
Legion Partners Asset Management, LLC | 2 | 2 | 0.22% | 0.26% | 0.30% | Q2 2022 | Q3 2022 | 2 |
Slate Path Capital LP | 2 | 2 | 7.38% | 7.87% | 8.37% | Q3 2014 | Q4 2014 | 2 |
Amber Capital Management LP | 1 | 1 | 14.54% | 18.23% | 21.92% | Q4 2013 | Q1 2015 | 2 |
Garda Capital Partners LP | 2 | 2 | 0.03% | 0.92% | 1.80% | Q1 2023 | Q2 2023 | 2 |
WESPAC Advisors SoCal, LLC | 2 | 2 | 0.07% | 0.15% | 0.23% | Q2 2021 | Q3 2021 | 2 |
TVR Capital Management LP | 1 | 1 | 2.20% | 7.31% | 12.42% | Q3 2017 | Q1 2019 | 2 |
Parker Investment Management, LLC | 2 | 2 | 0.27% | 1.69% | 3.12% | Q4 2020 | Q1 2021 | 2 |
Stone Toro Investment Advisers, LP | 1 | 1 | 0.97% | 0.98% | 1.00% | Q2 2013 | Q4 2014 | 2 |
Cosner Financial Group, LLC | 2 | 2 | 0.70% | 0.70% | 0.71% | Q2 2023 | Q3 2023 | 2 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 2 | 2 | 4.55% | 6.67% | 8.80% | Q2 2023 | Q3 2023 | 2 |
Seawolf Capital, LLC | 1 | 1 | 1.31% | 1.92% | 2.54% | Q3 2014 | Q4 2015 | 2 |
Delphi Private Advisors LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q3 2017 | Q4 2017 | 2 |
Calvert Investment Management, Inc. | 2 | 2 | 0.06% | 0.12% | 0.17% | Q4 2015 | Q1 2016 | 2 |
Benefit Street Partners LLC | 1 | 1 | 0.01% | 21.36% | 42.72% | Q4 2016 | Q3 2020 | 2 |
Tyrus Capital S.A.M. | 2 | 2 | 0.46% | 0.46% | 0.47% | Q4 2015 | Q1 2016 | 2 |
Callan Capital, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
L2 Asset Management, LLC | 2 | 2 | 0.15% | 2.15% | 4.15% | Q2 2021 | Q3 2021 | 2 |
Itau USA Asset Management Inc. | 2 | 2 | 0.47% | 0.51% | 0.55% | Q3 2013 | Q4 2013 | 2 |
O'Brien Wealth Partners LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Per Stirling Capital Management, LLC. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q1 2023 | 2 |
Corre Partners Management, LLC | 2 | 2 | 0.40% | 7.69% | 14.98% | Q3 2021 | Q4 2021 | 2 |
PERISCOPE CAPITAL INC. | 2 | 2 | 7.50% | 8.66% | 9.82% | Q4 2016 | Q1 2017 | 2 |
Alphadyne Asset Management LP | 1 | 1 | 5.52% | 9.12% | 12.72% | Q2 2014 | Q2 2023 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q1 2019 | 2 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 2 | 48.59% | 74.29% | 100.00% | Q4 2013 | Q1 2014 | 2 |
Eversept Partners, LP | 1 | 1 | 0.60% | 1.19% | 1.78% | Q4 2021 | Q2 2022 | 2 |
Logan Stone Capital, LLC | 1 | 1 | 0.28% | 0.32% | 0.37% | Q4 2021 | Q2 2022 | 2 |
True Capital Management | 2 | 2 | 0.24% | 0.26% | 0.28% | Q4 2022 | Q1 2023 | 2 |
Franklin Square Holdings, L.P. | 2 | 2 | 1.97% | 2.51% | 3.04% | Q2 2018 | Q3 2018 | 2 |
Sorin Capital Management LLC | 1 | 1 | 9.12% | 9.16% | 9.19% | Q3 2015 | Q3 2015 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 27.40% | 29.63% | 31.86% | Q2 2014 | Q1 2023 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.11% | 0.21% | Q4 2016 | Q1 2021 | 2 |
Carlyle Group Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Algebris (UK) Ltd | 1 | 1 | 3.93% | 9.34% | 14.76% | Q3 2017 | Q2 2018 | 2 |
Acuitas Investments, LLC | 1 | 1 | 0.82% | 1.18% | 1.54% | Q3 2022 | Q2 2023 | 2 |
V3 Capital Management, L.P. | 1 | 1 | 5.81% | 6.14% | 6.48% | Q3 2013 | Q2 2015 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Lake Hills Wealth Management, LLC | 1 | 1 | 2.34% | 3.15% | 3.97% | Q4 2021 | Q2 2023 | 2 |
Johnson Financial Group, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Oak Point Wealth Management | 2 | 2 | 0.27% | 0.32% | 0.37% | Q4 2017 | Q1 2018 | 2 |
Eidelman Virant Capital | 1 | 1 | 0.54% | 0.67% | 0.80% | Q2 2013 | Q4 2014 | 2 |
Orbitronix, LP | 1 | 1 | 0.23% | 2.98% | 5.73% | Q3 2014 | Q4 2015 | 2 |
RPTC Inc. | 2 | 2 | 0.14% | 0.15% | 0.15% | Q3 2017 | Q4 2017 | 2 |
Fore Capital, LLC | 1 | 1 | 0.21% | 0.58% | 0.94% | Q1 2019 | Q1 2019 | 2 |
Close Asset Management Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.44% | 0.49% | 0.54% | Q4 2020 | Q1 2021 | 2 |
Hudson Capital Management LLC | 1 | 1 | 0.12% | 0.14% | 0.14% | Q2 2018 | Q2 2019 | 2 |
White Lighthouse Investment Management Inc. | 1 | 1 | 0.05% | 0.07% | 0.08% | Q4 2019 | Q3 2023 | 2 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 1 | 1 | 4.43% | 5.25% | 6.06% | Q4 2014 | Q3 2017 | 2 |
Drexel Morgan & Co. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Richmond Hill Investment Co., LP | 2 | 2 | 37.65% | 41.04% | 44.44% | Q1 2015 | Q2 2015 | 2 |
Monument Capital Management | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q1 2018 | 2 |
Yost Capital Management, LP | 2 | 2 | 5.00% | 5.30% | 5.59% | Q4 2020 | Q1 2021 | 2 |
Cypress Capital, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q4 2021 | 2 |
Winchester Group Inc. | 2 | 2 | 0.49% | 0.53% | 0.56% | Q2 2013 | Q3 2013 | 2 |
Banyan Partners, LLC | 2 | 2 | 1.16% | 1.30% | 1.44% | Q3 2013 | Q4 2013 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q2 2015 | 2 |
DAVIS-REA LTD. | 2 | 2 | 0.33% | 0.40% | 0.47% | Q4 2014 | Q1 2015 | 2 |
Acorn Advisory Capital L.P. | 1 | 1 | 0.66% | 2.13% | 3.60% | Q4 2017 | Q3 2019 | 2 |
Rinkey Investments | 1 | 1 | 0.06% | 0.75% | 1.43% | Q4 2021 | Q1 2023 | 2 |
Waterloo Capital, L.P. | 2 | 2 | 0.12% | 0.16% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Alaska Wealth Advisors | 2 | 2 | 0.06% | 0.07% | 0.08% | Q3 2019 | Q4 2019 | 2 |
PAYDEN & RYGEL | 1 | 1 | 0.01% | 1.26% | 2.51% | Q2 2014 | Q4 2014 | 2 |
Richmond Hill Investments, LLC | 2 | 2 | 41.83% | 45.14% | 48.44% | Q1 2015 | Q2 2015 | 2 |
IMA Wealth, Inc. | 2 | 2 | 1.43% | 1.44% | 1.46% | Q2 2016 | Q3 2016 | 2 |
Kingdom Ridge Capital, LLC | 1 | 1 | 3.59% | 30.44% | 57.29% | Q2 2015 | Q3 2017 | 2 |
Community Capital Management, LLC | 2 | 2 | 0.18% | 0.67% | 1.16% | Q1 2020 | Q2 2020 | 2 |
GETCO Holding Company, LLC | 1 | 1 | 0.30% | 0.38% | 0.46% | Q2 2013 | Q2 2013 | 2 |
Centaur Capital | 1 | 1 | 3.33% | 4.37% | 5.42% | Q2 2013 | Q2 2016 | 2 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 11.70% | 20.23% | 28.76% | Q2 2013 | Q4 2016 | 2 |
DUALITY ADVISERS, LP | 1 | 1 | 2.28% | 3.81% | 5.34% | Q1 2019 | Q4 2019 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
CQS (US), LLC | 2 | 2 | 1.84% | 2.02% | 2.19% | Q1 2020 | Q2 2020 | 2 |
Raging Capital Management, LLC | 2 | 2 | 2.83% | 6.43% | 10.04% | Q4 2016 | Q1 2017 | 2 |
Partner Investment Management, L.P. | 2 | 2 | 1.96% | 2.82% | 3.68% | Q2 2018 | Q3 2018 | 2 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2018 | 2 |
Tributary Capital Management, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q3 2015 | Q4 2015 | 2 |
Firefly Value Partners, LP | 2 | 2 | 2.52% | 3.08% | 3.64% | Q4 2018 | Q1 2019 | 2 |
EnTrustPermal Management LLC | 2 | 2 | 2.65% | 3.51% | 4.37% | Q4 2014 | Q1 2015 | 2 |
B&D White Capital Company, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.08% | 0.46% | 0.83% | Q4 2016 | Q4 2020 | 2 |
Delta Investment Management, LLC | 2 | 2 | 2.23% | 2.28% | 2.32% | Q1 2021 | Q2 2021 | 2 |
CATAPULT CAPITAL MANAGEMENT LLC | 2 | 2 | 2.69% | 2.87% | 3.04% | Q1 2015 | Q2 2015 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.22% | 7.31% | 14.40% | Q4 2013 | Q1 2015 | 2 |
GLG INC. | 1 | 1 | 0.04% | 0.26% | 0.47% | Q2 2013 | Q2 2013 | 2 |
Hayman Capital | 1 | 1 | 22.10% | 23.26% | 24.42% | Q3 2014 | Q2 2015 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q3 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.06% | 0.10% | Q4 2019 | Q1 2021 | 2 |
PA Capital LLC | 2 | 2 | 0.18% | 0.75% | 1.32% | Q2 2020 | Q3 2020 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q4 2020 | 2 |
Corriente Advisors, LLC | 2 | 2 | 12.76% | 22.48% | 32.20% | Q2 2022 | Q3 2022 | 2 |
P2 Capital Partners, LLC | 1 | 1 | 3.53% | 5.12% | 6.72% | Q1 2021 | Q3 2021 | 2 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.06% | 0.13% | 0.19% | Q4 2013 | Q4 2014 | 2 |
Venor Capital Management LP | 1 | 1 | 31.71% | 32.05% | 32.38% | Q2 2015 | Q4 2016 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q1 2019 | 2 |
R & A Capital Management, LLC | 2 | 2 | 11.19% | 11.38% | 11.57% | Q2 2013 | Q3 2013 | 2 |
RP Investment Advisors LP | 1 | 1 | 0.19% | 26.37% | 52.56% | Q2 2022 | Q3 2023 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q4 2018 | Q1 2019 | 2 |
Noked Israel Ltd | 2 | 2 | 0.16% | 0.21% | 0.27% | Q2 2023 | Q3 2023 | 2 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q3 2022 | 2 |
7x7 Asset Management LLC | 2 | 2 | 10.08% | 11.78% | 13.48% | Q2 2013 | Q3 2013 | 2 |
CAXTON CORP | 1 | 1 | 0.82% | 1.01% | 1.21% | Q1 2016 | Q4 2017 | 2 |
Ecofin Advisors Ltd | 2 | 2 | 0.02% | 2.87% | 5.72% | Q1 2017 | Q2 2017 | 2 |
Kent Lake Capital LLC | 1 | 1 | 2.37% | 3.79% | 5.21% | Q1 2022 | Q4 2022 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Curated Wealth Partners LLC | 2 | 2 | 0.54% | 0.55% | 0.56% | Q4 2021 | Q1 2022 | 2 |
III Capital Management | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2023 | Q2 2023 | 2 |
Wolf Hill Capital Management, LP | 1 | 1 | 0.03% | 4.67% | 9.32% | Q2 2021 | Q1 2022 | 2 |
Auour Investments LLC | 2 | 2 | 1.30% | 1.31% | 1.32% | Q2 2023 | Q3 2023 | 2 |
Delek Group, Ltd. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 2 |
SAB CAPITAL MANAGEMENT LP | 2 | 2 | 0.12% | 2.42% | 4.72% | Q4 2014 | Q1 2015 | 2 |
Phocas Financial Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 2 |
SIX COLUMNS CAPITAL, LP | 1 | 1 | 4.76% | 5.55% | 6.33% | Q4 2020 | Q2 2021 | 2 |
StellarOne CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 2 |
AXIAL CAPITAL MANAGEMENT, LLC | 2 | 2 | 19.14% | 21.01% | 22.89% | Q2 2013 | Q3 2013 | 2 |
Lionsbridge Wealth Management LLC | 2 | 2 | 0.69% | 0.69% | 0.69% | Q2 2023 | Q3 2023 | 2 |
Estabrook Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Akaris Global Partners, LP | 1 | 1 | 13.97% | 18.17% | 22.36% | Q1 2020 | Q1 2020 | 2 |
AXS Investments LLC | 2 | 2 | 0.06% | 1.59% | 3.12% | Q3 2021 | Q4 2021 | 2 |
Jane Street Holding, LLC | 1 | 1 | 0.03% | 0.10% | 0.17% | Q2 2013 | Q4 2013 | 2 |
Senvest Management, LLC | 1 | 1 | 0.35% | 0.52% | 0.70% | Q1 2018 | Q4 2022 | 2 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.01% | 0.16% | 0.31% | Q4 2015 | Q4 2016 | 2 |
Connacht Asset Management LP | 1 | 1 | 1.29% | 3.75% | 6.21% | Q1 2022 | Q1 2023 | 2 |
Tatro Capital, LLC | 1 | 1 | 0.00% | 0.18% | 0.35% | Q1 2020 | Q1 2022 | 2 |
FARR MILLER & WASHINGTON LLC/DC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q3 2021 | 2 |
BRIGHTLIGHT CAPITAL MANAGEMENT LP | 2 | 2 | 42.09% | 44.12% | 46.15% | Q4 2022 | Q1 2023 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.83% | 0.83% | 0.84% | Q3 2023 | Q3 2023 | 2 |
American Family Insurance Mutual Holding Co | 2 | 2 | 1.00% | 1.03% | 1.05% | Q4 2020 | Q1 2021 | 2 |
Weil Company, Inc. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2018 | Q3 2018 | 2 |
Impala Asset Management LLC | 1 | 1 | 0.18% | 0.21% | 0.24% | Q3 2013 | Q3 2017 | 2 |
SoftVest Advisors, LLC | 2 | 2 | 53.87% | 60.53% | 67.20% | Q2 2020 | Q3 2020 | 2 |
Monaco Asset Management SAM | 2 | 2 | 1.31% | 3.27% | 5.23% | Q2 2023 | Q3 2023 | 2 |
SOUND ENERGY PARTNERS, INC. | 1 | 1 | 8.09% | 8.99% | 9.89% | Q3 2013 | Q1 2014 | 2 |
Burgundy Asset Management Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q3 2017 | 2 |
Hunter Perkins Capital Management, LLC | 2 | 2 | 0.09% | 0.12% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Cartenna Capital, LP | 1 | 1 | 2.55% | 5.41% | 8.26% | Q4 2022 | Q2 2023 | 2 |
First Pacific Financial | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Wellspring Financial Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2020 | Q1 2021 | 2 |
Atalaya Capital Management LP | 2 | 2 | 7.84% | 14.47% | 21.10% | Q4 2020 | Q1 2021 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Intelligence Driven Advisers, LLC | 1 | 1 | 0.05% | 0.23% | 0.42% | Q2 2019 | Q3 2021 | 2 |
140 Summer Partners LP | 2 | 2 | 8.60% | 14.08% | 19.56% | Q1 2022 | Q2 2022 | 2 |
Capital CS Group, LLC | 1 | 1 | 0.20% | 0.27% | 0.34% | Q2 2023 | Q2 2023 | 2 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
VANGUARD GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SWMG, LLC | 2 | 2 | 0.60% | 5.56% | 10.52% | Q3 2021 | Q4 2021 | 2 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
MAVERICK CAPITAL LTD | 2 | 2 | 0.67% | 0.69% | 0.72% | Q2 2014 | Q3 2014 | 2 |
Monarch Alternative Capital LP | 1 | 1 | 17.00% | 19.97% | 22.95% | Q4 2021 | Q2 2023 | 2 |
ALYDAR PARTNERS LLC | 1 | 1 | 5.05% | 8.37% | 11.68% | Q2 2013 | Q2 2014 | 2 |
Infini Master Fund | 1 | 1 | 14.74% | 16.96% | 19.18% | Q3 2021 | Q1 2022 | 2 |
Addison Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Wells Financial Advisors INC | 2 | 2 | 0.31% | 0.33% | 0.35% | Q4 2020 | Q1 2021 | 2 |
Sandbox Financial Partners, LLC | 2 | 2 | 1.12% | 1.36% | 1.59% | Q2 2023 | Q3 2023 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Golden State Equity Partners | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2021 | Q3 2021 | 2 |
APOGEM CAPITAL LLC | 1 | 1 | 1.01% | 1.53% | 2.05% | Q2 2021 | Q2 2022 | 2 |
FIDUCIARY SERVICES CORP/GA | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q1 2015 | 2 |
KEYSTONE WEALTH PARTNERS | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
SITTNER & NELSON, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
APEX CAPITAL, LLC | 2 | 2 | 10.49% | 11.06% | 11.64% | Q3 2014 | Q4 2014 | 2 |
Alamar Capital Management, LLC | 1 | 1 | 0.15% | 0.17% | 0.18% | Q2 2021 | Q2 2023 | 2 |
Tranquilli Financial Advisor LLC | 2 | 2 | 0.46% | 0.99% | 1.53% | Q4 2020 | Q1 2021 | 2 |
EMC Capital Management | 1 | 1 | 2.29% | 3.07% | 3.85% | Q3 2022 | Q3 2023 | 2 |
Conversant Capital LLC | 1 | 1 | 6.01% | 7.66% | 9.31% | Q4 2022 | Q2 2023 | 2 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 2 | 2 | 9.14% | 9.88% | 10.61% | Q1 2019 | Q2 2019 | 2 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.26% | 0.41% | 0.56% | Q4 2021 | Q2 2023 | 2 |
Paradigm, Strategies in Wealth Management, LLC | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q2 2021 | 2 |
CARRONADE CAPITAL MANAGEMENT, LP | 1 | 1 | 18.18% | 18.18% | 18.18% | Q3 2023 | Q3 2023 | 2 |
Y.D. More Investments Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Level Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Cowen Prime Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 2.54% | 5.04% | Q2 2021 | Q4 2022 | 2 |
JB Capital LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 1.79% | 3.15% | 4.51% | Q4 2021 | Q1 2022 | 2 |
CADEN CAPITAL PARTNERS, LP | 2 | 2 | 4.75% | 5.36% | 5.97% | Q2 2023 | Q3 2023 | 2 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 2 | 2 | 0.64% | 0.66% | 0.69% | Q2 2023 | Q3 2023 | 2 |
Straight Path Wealth Management | 2 | 2 | 0.19% | 0.20% | 0.22% | Q4 2021 | Q1 2022 | 2 |
COTTONWOOD CAPITAL ADVISORS, LLC | 2 | 2 | 0.16% | 0.18% | 0.19% | Q4 2021 | Q1 2022 | 2 |
Wick Capital Partners, LLC | 1 | 1 | 0.14% | 0.17% | 0.19% | Q1 2022 | Q3 2022 | 2 |
Evergreen Wealth Solutions, LLC | 1 | 1 | 0.45% | 0.57% | 0.68% | Q2 2022 | Q1 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Solidarity Wealth, LLC | 1 | 1 | 0.12% | 0.23% | 0.35% | Q1 2022 | Q3 2022 | 2 |
TCWP LLC | 2 | 2 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q1 2022 | Q2 2022 | 2 |
CONSILIO WEALTH ADVISORS, LLC | 2 | 2 | 3.48% | 3.64% | 3.80% | Q1 2022 | Q2 2022 | 2 |
NEIRG Wealth Management, LLC | 2 | 2 | 2.12% | 2.41% | 2.70% | Q4 2021 | Q1 2022 | 2 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 2 | 2 | 0.17% | 0.23% | 0.29% | Q4 2021 | Q1 2022 | 2 |
Pinnacle Wealth Management, LLC | 2 | 2 | 0.31% | 0.65% | 0.99% | Q3 2022 | Q4 2022 | 2 |
Raleigh Capital Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 2 |
Vienna Asset Management LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Glassy Mountain Advisors, Inc. | 2 | 2 | 0.00% | 2.66% | 5.32% | Q4 2022 | Q1 2023 | 2 |
Comprehensive Financial Consultants Institutional, Inc. | 2 | 2 | 0.22% | 0.22% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Herr Investment Group LLC | 2 | 2 | 5.00% | 6.55% | 8.10% | Q4 2022 | Q1 2023 | 2 |
Atlas Financial Advisors, Inc. | 2 | 2 | 0.33% | 0.34% | 0.34% | Q1 2022 | Q2 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q1 2022 | 2 |
Irenic Capital Management LP | 2 | 2 | 6.65% | 8.58% | 10.51% | Q2 2023 | Q3 2023 | 2 |
Spartan Fund Management Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2022 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 1.39% | 1.40% | 1.41% | Q1 2022 | Q2 2022 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.78% | 0.80% | 0.82% | Q4 2022 | Q1 2023 | 2 |
Greenfield Savings Bank | 1 | 1 | 0.12% | 0.13% | 0.14% | Q2 2023 | Q4 2023 | 2 |
Atlas Merchant Capital LLC | 2 | 2 | 6.14% | 6.29% | 6.44% | Q1 2023 | Q2 2023 | 2 |
Strata Wealth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 2 |
Second Half Financial Partners, LLC | 2 | 2 | 0.56% | 0.56% | 0.56% | Q1 2022 | Q2 2022 | 2 |
IRONBRIDGE CAPITAL MANAGEMENT LP | 2 | 2 | 0.11% | 0.16% | 0.21% | Q2 2013 | Q3 2013 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
DELTEC ASSET MANAGEMENT LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
New Hampshire Trust | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Talisman Wealth Advisors LLC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q2 2023 | Q3 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q4 2022 | 2 |
Brainard Capital Management LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q1 2023 | 2 |
DEEPWATER ASSET MANAGEMENT, LLC | 2 | 2 | 0.31% | 0.31% | 0.31% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q1 2023 | 2 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Alpha Financial Partners, LLC | 2 | 2 | 1.60% | 1.78% | 1.96% | Q2 2023 | Q3 2023 | 2 |
CONTINUUM WEALTH ADVISORS, LLC | 1 | 1 | 0.14% | 0.18% | 0.22% | Q4 2022 | Q2 2023 | 2 |
25 LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
ABLE Financial Group, LLC | 2 | 2 | 0.17% | 0.23% | 0.29% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.26% | 0.31% | 0.36% | Q2 2013 | Q3 2013 | 2 |
ORG Partners LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.15% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.17% | 0.17% | 0.18% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 2.51% | 2.61% | 2.70% | Q2 2023 | Q3 2023 | 2 |
MYECFO, LLC | 2 | 2 | 0.23% | 0.24% | 0.25% | Q4 2022 | Q1 2023 | 2 |
Corundum Trust Company, INC | 2 | 2 | 0.66% | 0.70% | 0.75% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.61% | 0.67% | 0.72% | Q2 2023 | Q3 2023 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 0.31% | 0.58% | 0.86% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 3.12% | 3.15% | 3.18% | Q2 2023 | Q3 2023 | 2 |
Prosperity Financial Group, Inc. | 2 | 2 | 0.17% | 0.18% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.21% | 0.28% | 0.35% | Q3 2023 | Q4 2023 | 2 |
Exchange Bank | 2 | 2 | 0.56% | 0.58% | 0.61% | Q2 2023 | Q3 2023 | 2 |
Southland Equity Partners LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q1 2022 | 2 |
OTTER CREEK MANAGEMENT INC | 2 | 2 | 2.56% | 2.91% | 3.25% | Q4 2013 | Q1 2014 | 2 |
Perceptive Advisors | 1 | 1 | 0.85% | 1.30% | 1.74% | Q3 2013 | Q3 2015 | 2 |
STEADFAST CAPITAL MANAGEMENT LP | 2 | 2 | 1.81% | 1.94% | 2.06% | Q3 2019 | Q4 2019 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.20% | 0.59% | 0.97% | Q4 2020 | Q1 2021 | 2 |
SEI TRUST CO | 1 | 1 | 0.00% | 0.45% | 0.91% | Q1 2014 | Q3 2014 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 2 | 2 | 0.36% | 0.37% | 0.39% | Q2 2017 | Q3 2017 | 2 |
AFAM CAPITAL, INC. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
AGF INVESTMENTS INC. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q2 2015 | 2 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2023 | Q3 2023 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
STRALEM & CO INC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q2 2020 | 2 |
Glenview Capital Management | 2 | 2 | 2.40% | 2.47% | 2.53% | Q2 2023 | Q3 2023 | 2 |
ARS Investment Partners, LLC | 1 | 1 | 0.15% | 0.20% | 0.26% | Q4 2016 | Q1 2023 | 2 |
DE BURLO GROUP INC | 2 | 2 | 3.56% | 3.71% | 3.85% | Q2 2023 | Q3 2023 | 2 |
SIGNIA CAPITAL MANAGEMENT LLC | 1 | 1 | 1.13% | 2.36% | 3.60% | Q4 2016 | Q4 2017 | 2 |
Legal & General Group Plc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 2 |
VALLEY FINANCIAL MANAGEMENT, INC. | 2 | 2 | 0.01% | 1.02% | 2.02% | Q3 2022 | Q4 2022 | 2 |
HONEYWELL INTERNATIONAL INC | 1 | 1 | 0.42% | 0.89% | 1.35% | Q4 2014 | Q4 2015 | 2 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.03% | 0.14% | 0.26% | Q4 2020 | Q4 2021 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q4 2014 | Q1 2015 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.04% | 0.12% | 0.19% | Q3 2016 | Q4 2016 | 2 |
BRIDGEWAY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.10% | 0.15% | Q4 2022 | Q1 2023 | 2 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 2 | 2 | 1.07% | 1.10% | 1.14% | Q4 2020 | Q1 2021 | 2 |
NOTTINGHAM ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2015 | Q4 2017 | 2 |
BBVA USA | 2 | 2 | 1.89% | 1.96% | 2.04% | Q2 2021 | Q3 2021 | 2 |
CONDOR CAPITAL MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 2 |
ANGELO GORDON & CO., L.P. | 2 | 2 | 12.62% | 13.65% | 14.68% | Q2 2020 | Q3 2020 | 2 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 2 |
CYPRESS FUNDS LLC | 2 | 2 | 5.73% | 9.68% | 13.63% | Q4 2016 | Q1 2017 | 2 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
GLAZER CAPITAL, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.04% | 0.07% | 0.09% | Q3 2022 | Q3 2022 | 2 |
PARA ADVISORS LLC | 1 | 1 | 13.97% | 14.28% | 14.59% | Q2 2013 | Q1 2014 | 2 |
GODSEY & GIBB, INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Omega Advisors Inc. | 1 | 1 | 0.11% | 0.21% | 0.31% | Q3 2014 | Q1 2015 | 2 |
ADVISORY RESEARCH INC | 1 | 1 | 0.00% | 0.25% | 0.50% | Q3 2017 | Q4 2022 | 2 |
ROYCE & ASSOCIATES LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 2 |
Par Capital Management | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2019 | Q3 2019 | 2 |
Arlington Capital Management, Inc. | 1 | 1 | 0.29% | 0.30% | 0.30% | Q4 2020 | Q1 2023 | 2 |
Valtura Capital Partners LLC | 2 | 2 | 8.12% | 8.60% | 9.09% | Q3 2016 | Q4 2016 | 2 |
ROCKSHELTER CAPITAL MANAGEMENT LLC | 2 | 2 | 1.01% | 1.27% | 1.54% | Q1 2020 | Q2 2020 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2019 | 2 |
Wealthstar Advisors, LLC | 1 | 1 | 0.09% | 0.42% | 0.76% | Q2 2021 | Q2 2023 | 2 |
Hawk Ridge Capital Management | 2 | 2 | 14.04% | 15.16% | 16.27% | Q2 2020 | Q3 2020 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Stanley-Laman Group, Ltd. | 1 | 1 | 0.60% | 1.04% | 1.47% | Q4 2014 | Q4 2015 | 2 |
ARMOR ADVISORS, L.L.C. | 2 | 2 | 7.44% | 10.27% | 13.11% | Q3 2021 | Q4 2021 | 2 |
Lombard Odier & Cie (Canada), Limited Partnership | 2 | 2 | 1.11% | 1.20% | 1.28% | Q1 2014 | Q2 2014 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.28% | 0.29% | 0.30% | Q2 2021 | Q3 2021 | 2 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.94% | 0.99% | 1.03% | Q4 2017 | Q2 2019 | 2 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2012 | Q4 2012 | 2 |
Crawford Lake Capital Management, LLC | 2 | 2 | 1.93% | 3.46% | 4.98% | Q4 2018 | Q1 2019 | 2 |
PVG Asset Management | 1 | 1 | 0.30% | 0.88% | 1.46% | Q4 2015 | Q2 2016 | 2 |
Achievement Holdings L.P. | 2 | 2 | 0.54% | 0.62% | 0.69% | Q1 2015 | Q2 2015 | 2 |
Monashee Investment Management LLC | 1 | 1 | 4.68% | 7.07% | 9.46% | Q1 2020 | Q1 2023 | 2 |
Alken Asset Management Ltd | 1 | 1 | 0.11% | 0.13% | 0.15% | Q2 2017 | Q4 2017 | 2 |
DISCIPLINED GROWTH INVESTORS INC /MN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
TRAN CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
NewGen Asset Management Ltd | 1 | 1 | 12.05% | 12.05% | 12.05% | Q3 2022 | Q3 2022 | 1 |
Verum Partners LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Fund 1 Investments, LLC | 1 | 1 | 16.67% | 16.67% | 16.67% | Q3 2023 | Q3 2023 | 1 |
NEW AMSTERDAM PARTNERS LLC/NY | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
YALE UNIVERSITY | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2014 | Q2 2014 | 1 |
Gallacher Capital Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
ORACLE INVESTMENT MANAGEMENT INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q3 2022 | 1 |
HIGHLAND PEAK CAPITAL, LLC | 1 | 1 | 24.79% | 24.79% | 24.79% | Q2 2023 | Q2 2023 | 1 |
OBERWEIS ASSET MANAGEMENT INC/ | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2018 | Q4 2018 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
McGowan Group Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2013 | Q3 2013 | 1 |
Greenhouse Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
HEARTLAND ADVISORS INC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q4 2015 | Q4 2015 | 1 |
Bain Capital Public Equity, LP | 1 | 1 | 1.66% | 1.66% | 1.66% | Q1 2023 | Q1 2023 | 1 |
Matthew Goff Investment Advisor, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2018 | Q2 2018 | 1 |
Tandem Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Chandler Asset Management, Inc. | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2018 | Q1 2018 | 1 |
Choice Wealth Advisors, LLC | 1 | 1 | 3.48% | 3.48% | 3.48% | Q2 2022 | Q2 2022 | 1 |
PATRON PARTNERS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2015 | Q4 2015 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 1.97% | 1.97% | 1.97% | Q3 2018 | Q3 2018 | 1 |
EMJ Capital Ltd. | 1 | 1 | 12.04% | 12.04% | 12.04% | Q4 2021 | Q4 2021 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Ardmore Road Asset Management LP | 1 | 1 | 1.49% | 1.49% | 1.49% | Q3 2023 | Q3 2023 | 1 |
Mork Capital Management, LLC | 1 | 1 | 6.29% | 6.29% | 6.29% | Q4 2014 | Q4 2014 | 1 |
Goldstein Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
TruWealth Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BLOOM TREE PARTNERS, LLC | 1 | 1 | 16.56% | 16.56% | 16.56% | Q4 2017 | Q4 2017 | 1 |
TOEWS CORP /ADV | 1 | 1 | 3.01% | 3.01% | 3.01% | Q4 2010 | Q4 2010 | 1 |
Litespeed Management, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Advisors Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
CATALYST PRIVATE WEALTH, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
XTX Topco Ltd | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Greywolf Capital Management LP | 1 | 1 | 1.97% | 1.97% | 1.97% | Q3 2015 | Q3 2015 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Milestone Advisory Partners | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Klaas Financial Asset Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GEMS MANAGEMENT LTD | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2013 | Q3 2013 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
TFB Advisors LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q2 2023 | Q2 2023 | 1 |
NovaPoint Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Tygh Capital Management, Inc. | 1 | 1 | 16.21% | 16.21% | 16.21% | Q3 2015 | Q3 2015 | 1 |
STANDARD PACIFIC CAPITAL LLC/CA | 1 | 1 | 3.06% | 3.06% | 3.06% | Q4 2015 | Q4 2015 | 1 |
Tamarack Advisers, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 1.00% | 1.00% | 1.00% | Q1 2023 | Q1 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Truadvice, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2021 | Q2 2021 | 1 |
Capital Market Strategies LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2023 | Q4 2023 | 1 |
Affinity Capital Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Davidson Capital Management Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
SVB Investment Services Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2019 | Q4 2019 | 1 |
SILVERLAKE WEALTH MANAGEMENT LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2021 | Q4 2021 | 1 |
Hunt Lane Capital LP | 1 | 1 | 6.70% | 6.70% | 6.70% | Q4 2020 | Q4 2020 | 1 |
Edgemoor Investment Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Tempus Wealth Planning, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
West Family Investments, Inc. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2020 | Q4 2020 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sheffield Asset Management, L.L.C. | 1 | 1 | 4.01% | 4.01% | 4.01% | Q2 2016 | Q2 2016 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2020 | Q1 2020 | 1 |
Financial Alternatives, Inc | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Troob Capital Management LLC | 1 | 1 | 6.87% | 6.87% | 6.87% | Q2 2013 | Q2 2013 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q4 2014 | Q4 2014 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 9.67% | 9.67% | 9.67% | Q4 2022 | Q4 2022 | 1 |
Ratio Wealth Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2021 | Q3 2021 | 1 |
Bowling Portfolio Management LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
Foyston, Gordon, & Payne Inc | 1 | 1 | 1.67% | 1.67% | 1.67% | Q1 2014 | Q1 2014 | 1 |
Optas, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AFFINIA FINANCIAL GROUP, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Soleus Capital Management, L.P. | 1 | 1 | 11.32% | 11.32% | 11.32% | Q4 2021 | Q4 2021 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2019 | Q4 2019 | 1 |
Pantheon Investment Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2015 | Q4 2015 | 1 |
First Eagle Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Nationwide Asset Management LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2020 | Q4 2020 | 1 |
Freestate Advisors LLC | 1 | 1 | 11.10% | 11.10% | 11.10% | Q1 2021 | Q1 2021 | 1 |
Castle Creek Arbitrage, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2018 | Q1 2018 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Trivant Custom Portfolio Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Claar Advisors LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q2 2023 | Q2 2023 | 1 |
Platte River Wealth Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
DRILL CRAIG A | 1 | 1 | 16.93% | 16.93% | 16.93% | Q4 2013 | Q4 2013 | 1 |
Sather Financial Group Inc | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2013 | Q4 2013 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
River Road Asset Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2019 | Q3 2019 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2020 | Q4 2020 | 1 |
Deane Retirement Strategies, Inc. | 1 | 1 | 3.22% | 3.22% | 3.22% | Q3 2021 | Q3 2021 | 1 |
Ergoteles LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2023 | Q3 2023 | 1 |
Ironsides Partners LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2017 | Q2 2017 | 1 |
Grandeur Peak Global Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2013 | Q2 2013 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 4.05% | 4.05% | 4.05% | Q4 2022 | Q4 2022 | 1 |
Latimer Light Capital, L.P. | 1 | 1 | 6.63% | 6.63% | 6.63% | Q3 2018 | Q3 2018 | 1 |
Rubric Capital Management, LLC | 1 | 1 | 3.99% | 3.99% | 3.99% | Q1 2015 | Q1 2015 | 1 |
Twin Securities, Inc. | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2015 | Q4 2015 | 1 |
MENORA MIVTACHIM HOLDINGS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Geduld E E | 1 | 1 | 2.28% | 2.28% | 2.28% | Q3 2013 | Q3 2013 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2016 | Q2 2016 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Resolute Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Robertson Opportunity Capital, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2013 | Q2 2013 | 1 |
TREMBLANT CAPITAL GROUP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2018 | Q2 2018 | 1 |
THOMASPARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q2 2020 | Q2 2020 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2023 | Q3 2023 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 2.87% | 2.87% | 2.87% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WealthBridge Investment Counsel Inc. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2019 | Q4 2019 | 1 |
Progressive Investment Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
GUNN & Co INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2023 | Q3 2023 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 0.99% | 0.99% | 0.99% | Q3 2023 | Q3 2023 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 1.28% | 1.28% | 1.28% | Q3 2023 | Q3 2023 | 1 |
PFS Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
HARBERT MANAGEMENT CORP | 1 | 1 | 19.15% | 19.15% | 19.15% | Q4 2013 | Q4 2013 | 1 |
Bay Rivers Group | 1 | 1 | 2.65% | 2.65% | 2.65% | Q4 2019 | Q4 2019 | 1 |
Rovida Advisors Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2018 | Q2 2018 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BCS Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Heard Capital LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2013 | Q3 2013 | 1 |
Appian Way Asset Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q2 2020 | 1 |
Beech Hill Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
MATLINPATTERSON GLOBAL ADVISERS LLC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q1 2014 | Q1 2014 | 1 |
Fund Evaluation Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2015 | Q2 2015 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Lapides Asset Management, LLC | 1 | 1 | 4.62% | 4.62% | 4.62% | Q2 2023 | Q2 2023 | 1 |
QV Investors Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
MOULTON WEALTH MANAGEMENT, INC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q1 2021 | Q1 2021 | 1 |
CXI Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
RIVERSEDGE ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2022 | Q3 2022 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
AKANTHOS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2014 | Q2 2014 | 1 |
HARBOR CAPITAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2023 | Q4 2023 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2019 | Q4 2019 | 1 |
M.D. Sass, Inc. | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2014 | Q3 2014 | 1 |
Woodline Partners LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2020 | Q3 2020 | 1 |
FRONTIER CAPITAL MANAGEMENT CO LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q1 2014 | Q1 2014 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 3.00% | 3.00% | 3.00% | Q2 2013 | Q2 2013 | 1 |
FRED ALGER MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2022 | Q4 2022 | 1 |
DORCHESTER WEALTH MANAGEMENT Co | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2015 | Q3 2015 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Liberty Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Platinum Management (NY) LLC | 1 | 1 | 0.84% | 0.84% | 0.84% | Q2 2014 | Q2 2014 | 1 |
Gator Capital Management, LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q1 2018 | Q1 2018 | 1 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Iron Triangle Partners LP | 1 | 1 | 7.62% | 7.62% | 7.62% | Q4 2020 | Q4 2020 | 1 |
Lodbrok Capital LLP | 1 | 1 | 28.56% | 28.56% | 28.56% | Q3 2021 | Q3 2021 | 1 |
Tarsadia Capital, LLC | 1 | 1 | 6.51% | 6.51% | 6.51% | Q1 2021 | Q1 2021 | 1 |
Boyle Capital Management, L.L.C. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2015 | Q3 2015 | 1 |
STEINBERG ASSET MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
Zhang Financial LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Parsifal Capital Management, LP | 1 | 1 | 31.03% | 31.03% | 31.03% | Q3 2023 | Q3 2023 | 1 |
Pennant Capital Management, LLC | 1 | 1 | 8.62% | 8.62% | 8.62% | Q3 2014 | Q3 2014 | 1 |
HARBERT FUND ADVISORS, INC. | 1 | 1 | 2.63% | 2.63% | 2.63% | Q3 2022 | Q3 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Affinity Asset Advisors, LLC | 1 | 1 | 3.22% | 3.22% | 3.22% | Q3 2022 | Q3 2022 | 1 |
KARSCH CAPITAL MANAGEMENT LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2013 | Q2 2013 | 1 |
Builders Union Fund LP | 1 | 1 | 37.87% | 37.87% | 37.87% | Q1 2021 | Q1 2021 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q2 2020 | 1 |
Atwater Malick LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
RMF GP, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2013 | Q3 2013 | 1 |
ClariVest Asset Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Tactical Allocation Group LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2014 | Q2 2014 | 1 |
HNP Capital LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q1 2020 | Q1 2020 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
BLB&B Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2018 | Q4 2018 | 1 |
Third Point | 1 | 1 | 4.60% | 4.60% | 4.60% | Q1 2015 | Q1 2015 | 1 |
SEARLE & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Clarity Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
VALINOR MANAGEMENT, L.P. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2013 | Q3 2013 | 1 |
683 Capital Management, LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2013 | Q3 2013 | 1 |
PW Partners Capital Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2015 | Q4 2015 | 1 |
Teewinot Capital Advisers, L.L.C. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2014 | Q1 2014 | 1 |
Grandview Asset Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q1 2021 | 1 |
Geo Capital Gestora de Recursos Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 11.80% | 11.80% | 11.80% | Q4 2018 | Q4 2018 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2016 | Q3 2016 | 1 |
Madison Street Partners, LLC | 1 | 1 | 4.08% | 4.08% | 4.08% | Q1 2014 | Q1 2014 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2018 | Q4 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Redmile Group, LLC | 1 | 1 | 12.13% | 12.13% | 12.13% | Q1 2013 | Q1 2013 | 1 |
Sage Financial Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 4.10% | 4.10% | 4.10% | Q4 2014 | Q4 2014 | 1 |
Meritage Group LP | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2013 | Q3 2013 | 1 |
Compass Rose Asset Management, LP | 1 | 1 | 73.30% | 73.30% | 73.30% | Q2 2023 | Q2 2023 | 1 |
VAN DEN BERG MANAGEMENT I, INC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2019 | Q4 2019 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blue Clay Capital Management, LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q3 2016 | Q3 2016 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 3.29% | 3.29% | 3.29% | Q4 2018 | Q4 2018 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Gerry Farber, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2014 | Q1 2014 | 1 |
Legato Capital Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
GRASSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
HYMAN CHARLES D | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Sagil Capital LLP | 1 | 1 | 4.45% | 4.45% | 4.45% | Q1 2023 | Q1 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 2.39% | 2.39% | 2.39% | Q4 2020 | Q4 2020 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Grosvenor Holdings, L.L.C. | 1 | 1 | 3.06% | 3.06% | 3.06% | Q1 2020 | Q1 2020 | 1 |
Engineers Gate Manager LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2020 | Q1 2020 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 3.90% | 3.90% | 3.90% | Q2 2018 | Q2 2018 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Grant Street Asset Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
RAMSEY QUANTITATIVE SYSTEMS | 1 | 1 | 24.36% | 24.36% | 24.36% | Q2 2022 | Q2 2022 | 1 |
Booth Park Capital Management LLC | 1 | 1 | 4.47% | 4.47% | 4.47% | Q4 2014 | Q4 2014 | 1 |
Wells Trecaso Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2014 | Q2 2014 | 1 |
HARVEST VOLATILITY MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2014 | Q4 2014 | 1 |
Freshford Capital Management, LLC | 1 | 1 | 3.98% | 3.98% | 3.98% | Q3 2013 | Q3 2013 | 1 |
Wallace Capital Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 1.20% | 1.20% | 1.20% | Q1 2017 | Q1 2017 | 1 |
Trishield Capital Management LLC | 1 | 1 | 33.06% | 33.06% | 33.06% | Q1 2016 | Q1 2016 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2019 | Q3 2019 | 1 |
Snow Park Capital Partners, LP | 1 | 1 | 11.85% | 11.85% | 11.85% | Q1 2019 | Q1 2019 | 1 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 3.66% | 3.66% | 3.66% | Q2 2023 | Q2 2023 | 1 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 1 | 1 | 1.06% | 1.06% | 1.06% | Q3 2018 | Q3 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 8.88% | 8.88% | 8.88% | Q1 2015 | Q1 2015 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2017 | Q4 2017 | 1 |
Kendall Capital Management | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2018 | Q4 2018 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MANA Advisors LLC | 1 | 1 | 23.40% | 23.40% | 23.40% | Q4 2020 | Q4 2020 | 1 |
SCOUT TRADING, LLC | 1 | 1 | 38.45% | 38.45% | 38.45% | Q4 2013 | Q4 2013 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Tuscan Ridge Asset Management LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q4 2018 | Q4 2018 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2022 | Q3 2022 | 1 |
TDAM USA INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
QUALCOMM INC/DE | 1 | 1 | 1.56% | 1.56% | 1.56% | Q2 2014 | Q2 2014 | 1 |
AlphaOne Investment Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
VAUGHAN & Co SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Ballast, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
Nan Shan Life Insurance Co., Ltd. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q3 2017 | 1 |
MM Capital LLC | 1 | 1 | 1.72% | 1.72% | 1.72% | Q1 2020 | Q1 2020 | 1 |
EMERGING SOVEREIGN GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
PRIVATE CAPITAL MANAGEMENT INC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q3 2017 | Q3 2017 | 1 |
Voss Capital, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q4 2022 | Q4 2022 | 1 |
CAERUS INVESTORS, LLC | 1 | 1 | 3.23% | 3.23% | 3.23% | Q4 2018 | Q4 2018 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2016 | Q2 2016 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Port Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
1 NORTH WEALTH SERVICES LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Sage Asset Management, L.P. | 1 | 1 | 34.58% | 34.58% | 34.58% | Q3 2013 | Q3 2013 | 1 |
EMINENCE CAPITAL, LP | 1 | 1 | 3.39% | 3.39% | 3.39% | Q1 2020 | Q1 2020 | 1 |
Archer Capital Management, L.P. | 1 | 1 | 23.52% | 23.52% | 23.52% | Q4 2017 | Q4 2017 | 1 |
Donald Smith & Co. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Kavi Asset Management, LP | 1 | 1 | 14.98% | 14.98% | 14.98% | Q2 2018 | Q2 2018 | 1 |
Smart Money Group LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2018 | Q3 2018 | 1 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
SIRIOS CAPITAL MANAGEMENT L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Landmark Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Barrington Wilshire, LLC | 1 | 1 | 31.00% | 31.00% | 31.00% | Q2 2013 | Q2 2013 | 1 |
NewDay Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
UBP Investment Advisors SA | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2018 | Q1 2018 | 1 |
COASTLAND CAPITAL LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q3 2015 | Q3 2015 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
10-15 ASSOCIATES, INC. | 1 | 1 | 4.63% | 4.63% | 4.63% | Q3 2020 | Q3 2020 | 1 |
Bronson Point Management LLC | 1 | 1 | 6.00% | 6.00% | 6.00% | Q4 2017 | Q4 2017 | 1 |
TCG Advisors, LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q2 2020 | Q2 2020 | 1 |
Theleme Partners LLP | 1 | 1 | 45.74% | 45.74% | 45.74% | Q4 2021 | Q4 2021 | 1 |
Kepos Capital LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
SFMG, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Karamaan Group, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2015 | Q3 2015 | 1 |
Lorem Ipsum Management, LLC | 1 | 1 | 13.47% | 13.47% | 13.47% | Q1 2016 | Q1 2016 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2015 | Q1 2015 | 1 |
Strategic Vision Investment Ltd | 1 | 1 | 8.98% | 8.98% | 8.98% | Q3 2022 | Q3 2022 | 1 |
FIC CAPITAL INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2017 | Q1 2017 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 6.22% | 6.22% | 6.22% | Q1 2021 | Q1 2021 | 1 |
Waterstone Capital Management, L.P. | 1 | 1 | 26.07% | 26.07% | 26.07% | Q4 2019 | Q4 2019 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MCIA Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Salient Private Client, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2017 | Q4 2017 | 1 |
THAMES CAPITAL MANAGEMENT LLC | 1 | 1 | 3.52% | 3.52% | 3.52% | Q2 2020 | Q2 2020 | 1 |
GROW Partners, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2013 | Q4 2013 | 1 |
Providence First Trust Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Cruiser Capital Advisors, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q3 2018 | Q3 2018 | 1 |
Amia Capital LLP | 1 | 1 | 37.79% | 37.79% | 37.79% | Q2 2022 | Q2 2022 | 1 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2014 | Q4 2014 | 1 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 5.70% | 5.70% | 5.70% | Q4 2020 | Q4 2020 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Pelorus Jack Capital, L.P. | 1 | 1 | 37.93% | 37.93% | 37.93% | Q4 2017 | Q4 2017 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2015 | Q4 2015 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
COMMONWEALTH BANK OF AUSTRALIA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
CFO4Life Group, LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2022 | Q4 2022 | 1 |
SPHINX TRADING, LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2016 | Q2 2016 | 1 |
Smart Portfolios, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
Leisure Capital Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 4.92% | 4.92% | 4.92% | Q4 2022 | Q4 2022 | 1 |
1492 Capital Management LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q2 2022 | Q2 2022 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
S&CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Stillwater Investment Management, L.P. | 1 | 1 | 1.07% | 1.07% | 1.07% | Q4 2015 | Q4 2015 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
NORTH AMERICAN MANAGEMENT CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
SOCIETE GENERALE | 1 | 1 | 2.80% | 2.80% | 2.80% | Q2 2016 | Q2 2016 | 1 |
INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Horizon Kinetics | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
Selway Asset Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Arjuna Capital | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Jericho Capital Asset Management L.P. | 1 | 1 | 19.88% | 19.88% | 19.88% | Q3 2016 | Q3 2016 | 1 |
MARCO INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Electron Capital Partners, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q3 2023 | Q3 2023 | 1 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2020 | Q4 2020 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2021 | Q2 2021 | 1 |
GLADE BROOK CAPITAL PARTNERS LLC | 1 | 1 | 8.31% | 8.31% | 8.31% | Q2 2013 | Q2 2013 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 1.66% | 1.66% | 1.66% | Q4 2019 | Q4 2019 | 1 |
Leonard Capital Management, Inc. | 1 | 1 | 22.47% | 22.47% | 22.47% | Q1 2016 | Q1 2016 | 1 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
MANGROVE PARTNERS IM, LLC | 1 | 1 | 30.96% | 30.96% | 30.96% | Q1 2020 | Q1 2020 | 1 |
Wealth & Pension Services Group, Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q3 2018 | Q3 2018 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2015 | Q3 2015 | 1 |
Flinton Capital Management LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q3 2019 | Q3 2019 | 1 |
Sicart Associates LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Glen Harbor Capital Management LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2019 | Q3 2019 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 2.62% | 2.62% | 2.62% | Q2 2023 | Q2 2023 | 1 |
Arosa Capital Management LP | 1 | 1 | 6.28% | 6.28% | 6.28% | Q3 2017 | Q3 2017 | 1 |
Crestline Management, LP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2023 | Q1 2023 | 1 |
BECK MACK & OLIVER LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
TEGEAN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
VALUE HOLDINGS MANAGEMENT CO. LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2019 | Q4 2019 | 1 |
Tyers Asset Management LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2019 | Q3 2019 | 1 |
Tandem Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2016 | Q4 2016 | 1 |
Cloverdale Capital Management, LLC | 1 | 1 | 10.59% | 10.59% | 10.59% | Q4 2016 | Q4 2016 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2019 | Q3 2019 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q2 2021 | Q2 2021 | 1 |
Jafra Capital Management LP | 1 | 1 | 2.76% | 2.76% | 2.76% | Q3 2017 | Q3 2017 | 1 |
Kildonan Castle Asset Management L.P. | 1 | 1 | 90.53% | 90.53% | 90.53% | Q1 2014 | Q1 2014 | 1 |
LOMBARDIA CAPITAL PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Miramar Fiduciary Corp | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2018 | Q4 2018 | 1 |
Bowie Capital Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2020 | Q2 2020 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
BARINGTON CAPITAL GROUP, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2015 | Q1 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2013 | Q2 2013 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Summit Rock Advisors, LP | 1 | 1 | 11.45% | 11.45% | 11.45% | Q1 2021 | Q1 2021 | 1 |
THB ASSET MANAGEMENT | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2016 | Q3 2016 | 1 |
SYMONS CAPITAL MANAGEMENT INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
PEOPLES FINANCIAL SERVICES CORP. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2019 | Q1 2019 | 1 |
SUMMIT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2015 | Q4 2015 | 1 |
ASHFORD CAPITAL MANAGEMENT INC | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2015 | Q4 2015 | 1 |
Marcato Capital | 1 | 1 | 18.54% | 18.54% | 18.54% | Q1 2019 | Q1 2019 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Fort Baker Capital Management LP | 1 | 1 | 2.74% | 2.74% | 2.74% | Q1 2019 | Q1 2019 | 1 |
Vantis Investment Advisers L.P. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Engle Capital Management, L.P. | 1 | 1 | 2.85% | 2.85% | 2.85% | Q3 2017 | Q3 2017 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 5.44% | 5.44% | 5.44% | Q1 2017 | Q1 2017 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2015 | Q2 2015 | 1 |
One Tusk Investment Partners LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2019 | Q3 2019 | 1 |
Mass General Brigham, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC | 1 | 1 | 2.18% | 2.18% | 2.18% | Q2 2015 | Q2 2015 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
New Harbor Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
OIKOS HOLDINGS LLC | 1 | 1 | 11.73% | 11.73% | 11.73% | Q4 2022 | Q4 2022 | 1 |
Farmstead Capital Management, LLC | 1 | 1 | 22.74% | 22.74% | 22.74% | Q3 2016 | Q3 2016 | 1 |
RIPOSTE CAPITAL LLC | 1 | 1 | 21.12% | 21.12% | 21.12% | Q3 2023 | Q3 2023 | 1 |
Diligent Investors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
City Financial Investment Co Ltd | 1 | 1 | 3.55% | 3.55% | 3.55% | Q3 2017 | Q3 2017 | 1 |
Tyrian Investments, L.P. | 1 | 1 | 12.08% | 12.08% | 12.08% | Q2 2016 | Q2 2016 | 1 |
Matisse Capital | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 23.66% | 23.66% | 23.66% | Q4 2018 | Q4 2018 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
SeaStone Capital Management, L.P. | 1 | 1 | 15.52% | 15.52% | 15.52% | Q3 2015 | Q3 2015 | 1 |
FutureAdvisor, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2015 | Q1 2015 | 1 |
Florence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CENTRAL BANK OF BRAZIL | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Tekne Capital Management, LLC | 1 | 1 | 12.98% | 12.98% | 12.98% | Q1 2014 | Q1 2014 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
O'ROURKE & COMPANY, Inc | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Kraft, Davis & Associates, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
SFI Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2022 | Q4 2022 | 1 |
Blackston Financial Advisory Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2022 | Q4 2022 | 1 |
CTC Capital Management, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2022 | Q3 2022 | 1 |
Troluce Capital Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
DIXON FNANCIAL SERVICES, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Aletheian Wealth Advisors LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2022 | Q4 2022 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q2 2023 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Lloyd Park, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2021 | Q4 2021 | 1 |
Elk Creek Partners, LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q1 2020 | Q1 2020 | 1 |
Blue Door Asset Management, LLC | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2022 | Q4 2022 | 1 |
TRIAD FINANCIAL ADVISORS, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2022 | Q1 2022 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q4 2021 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
PLATINUM GROVE ASSET MANAGEMENT, LP | 1 | 1 | 9.61% | 9.61% | 9.61% | Q2 2013 | Q2 2013 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q1 2022 | Q1 2022 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CATALYST FINANCIAL PARTNERS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
EUDAIMONIA ADVISORS LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q3 2022 | Q3 2022 | 1 |
Legacy CG, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2021 | Q4 2021 | 1 |
Oliver Luxxe Assets LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q4 2021 | Q4 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
First Trust Capital Management L.P. | 1 | 1 | 0.85% | 0.85% | 0.85% | Q2 2019 | Q2 2019 | 1 |
MWA Asset Management | 1 | 1 | 1.43% | 1.43% | 1.43% | Q3 2023 | Q3 2023 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q4 2013 | 1 |
Thrax Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2016 | Q4 2016 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2019 | Q3 2019 | 1 |
Divisadero Street Capital Management, LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
READYSTATE ASSET MANAGEMENT LP | 1 | 1 | 4.97% | 4.97% | 4.97% | Q4 2022 | Q4 2022 | 1 |
Carmel Capital Partners, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2021 | Q3 2021 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Steel Canyon Capital, LLC | 1 | 1 | 8.66% | 8.66% | 8.66% | Q2 2021 | Q2 2021 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Blue Barn Wealth, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2021 | Q2 2021 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Cercano Management LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2023 | Q2 2023 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
RiverTree Advisors, LLC | 1 | 1 | 2.48% | 2.48% | 2.48% | Q2 2021 | Q2 2021 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 1.92% | 1.92% | 1.92% | Q4 2017 | Q4 2017 | 1 |
Invst, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
KB FINANCIAL PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Capitol Family Office, Inc. | 1 | 1 | 12.05% | 12.05% | 12.05% | Q3 2023 | Q3 2023 | 1 |
Clarity Financial LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
KESTREL INVESTMENT MANAGEMENT CORP | 1 | 1 | 7.55% | 7.55% | 7.55% | Q2 2020 | Q2 2020 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BALESTRA CAPITAL LTD. | 1 | 1 | 10.35% | 10.35% | 10.35% | Q2 2014 | Q2 2014 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2022 | Q3 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q2 2022 | Q2 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Navis Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Lloyd Harbor Capital Management, LLC | 1 | 1 | 18.62% | 18.62% | 18.62% | Q3 2023 | Q3 2023 | 1 |
DSAM Partners (London) Ltd | 1 | 1 | 8.14% | 8.14% | 8.14% | Q2 2020 | Q2 2020 | 1 |
3EDGE Asset Management, LP | 1 | 1 | 41.32% | 41.32% | 41.32% | Q2 2018 | Q2 2018 | 1 |
Quinn Opportunity Partners LLC | 1 | 1 | 3.54% | 3.54% | 3.54% | Q2 2022 | Q2 2022 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
SignalPoint Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Dunhill Financial, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Red Wave Investments LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q4 2014 | Q4 2014 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Palumbo Wealth Management LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q1 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2021 | Q4 2021 | 1 |
ADVISOR PARTNERS II, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Crown Wealth Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
FOCUS Wealth Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Ethos Financial Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2020 | Q4 2020 | 1 |
NATIONAL INVESTMENT SERVICES INC /WI | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2016 | Q4 2016 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
UNIQUE WEALTH, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.