Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.07% | 0.50% | Q1 2012 | Q3 2023 | 133 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.05% | 0.37% | Q2 2013 | Q3 2023 | 119 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.06% | 0.62% | Q2 2013 | Q3 2023 | 117 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 113 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.18% | 1.11% | Q2 2013 | Q3 2023 | 112 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.11% | 0.82% | Q2 2013 | Q3 2023 | 107 |
UBS Group AG | 36 | 36 | 0.00% | 0.05% | 0.30% | Q4 2014 | Q3 2023 | 103 |
Twin Tree Management, LP | 38 | 1 | 0.00% | 0.32% | 1.89% | Q4 2012 | Q3 2023 | 102 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.16% | 1.53% | Q2 2013 | Q3 2023 | 102 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.03% | 0.33% | Q2 2013 | Q3 2023 | 100 |
JANE STREET GROUP, LLC | 33 | 5 | 0.00% | 0.12% | 0.69% | Q1 2014 | Q3 2023 | 96 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.08% | 0.56% | Q2 2013 | Q3 2023 | 94 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.08% | 0.95% | Q1 2013 | Q3 2023 | 93 |
Citadel Advisors | 33 | 5 | 0.00% | 0.03% | 0.12% | Q1 2014 | Q3 2023 | 93 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 90 |
WOLVERINE TRADING, LLC | 23 | 2 | 0.00% | 0.07% | 0.23% | Q2 2016 | Q3 2023 | 83 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.06% | 0.66% | Q4 2015 | Q3 2023 | 80 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.03% | 0.14% | Q1 2012 | Q3 2023 | 78 |
CAPITAL FUND MANAGEMENT S.A. | 14 | 5 | 0.00% | 0.09% | 0.46% | Q3 2014 | Q3 2023 | 77 |
HAP Trading, LLC | 17 | 2 | 0.00% | 0.07% | 1.33% | Q2 2013 | Q3 2023 | 71 |
Paloma Partners Management Co | 10 | 1 | 0.01% | 0.33% | 1.70% | Q2 2013 | Q3 2023 | 65 |
Jefferies Group LLC | 19 | 2 | 0.00% | 0.12% | 0.75% | Q2 2013 | Q3 2022 | 65 |
MILLENNIUM MANAGEMENT LLC | 24 | 1 | 0.00% | 0.03% | 0.30% | Q3 2013 | Q3 2023 | 62 |
NOMURA HOLDINGS INC | 27 | 1 | 0.00% | 0.08% | 0.58% | Q4 2012 | Q1 2020 | 60 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q3 2023 | 60 |
Rehmann Capital Advisory Group | 37 | 1 | 0.07% | 0.24% | 0.65% | Q4 2008 | Q3 2023 | 55 |
TWO SIGMA INVESTMENTS, LP | 12 | 1 | 0.00% | 0.08% | 0.45% | Q3 2013 | Q3 2023 | 54 |
HUNTINGTON NATIONAL BANK | 39 | 2 | 0.00% | 0.01% | 0.08% | Q1 2009 | Q3 2023 | 54 |
TWO SIGMA SECURITIES, LLC | 18 | 1 | 0.00% | 0.18% | 2.35% | Q1 2016 | Q3 2023 | 51 |
WOLVERINE ASSET MANAGEMENT LLC | 15 | 1 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q4 2021 | 47 |
HighTower Advisors, LLC | 28 | 12 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 46 |
Veritable, L.P. | 43 | 43 | 0.00% | 0.17% | 0.56% | Q4 2012 | Q2 2023 | 46 |
First Horizon Advisors, Inc. | 41 | 4 | 0.06% | 0.53% | 1.52% | Q1 2012 | Q3 2023 | 45 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 45 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 45 |
CPWM, LLC | 44 | 44 | 0.05% | 0.39% | 1.29% | Q4 2011 | Q3 2022 | 44 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2023 | 44 |
Capital Analysts, LLC | 44 | 44 | 0.00% | 0.01% | 0.03% | Q4 2012 | Q3 2023 | 44 |
Tortoise Investment Management, LLC | 44 | 44 | 0.00% | 0.03% | 0.17% | Q4 2012 | Q3 2023 | 44 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.05% | 0.30% | Q2 2013 | Q1 2017 | 43 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 0.43% | 0.65% | 0.86% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.04% | 0.08% | Q1 2013 | Q3 2023 | 43 |
Regis Management CO LLC | 43 | 43 | 2.51% | 3.42% | 5.24% | Q1 2013 | Q3 2023 | 43 |
Bank of New York Mellon Corp | 42 | 1 | 0.00% | 0.00% | 0.09% | Q2 2011 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.03% | 0.25% | 0.55% | Q1 2013 | Q3 2023 | 43 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 1 | 0.03% | 0.05% | 0.07% | Q2 2010 | Q3 2023 | 43 |
US BANCORP \DE\ | 42 | 42 | 0.07% | 0.31% | 0.79% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.01% | 0.10% | 0.33% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.00% | 0.29% | 1.84% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 0.01% | 0.25% | 0.70% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.13% | 0.60% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.08% | 0.53% | 1.01% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.01% | 0.22% | 1.19% | Q2 2013 | Q3 2023 | 42 |
Phocas Financial Corp. | 42 | 42 | 0.05% | 0.10% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Estate Counselors, LLC | 42 | 42 | 0.54% | 2.13% | 4.46% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.01% | 0.08% | 0.23% | Q2 2013 | Q3 2023 | 42 |
AlphaMark Advisors, LLC | 42 | 42 | 0.02% | 0.15% | 0.39% | Q2 2013 | Q3 2023 | 42 |
ADELL HARRIMAN & CARPENTER INC | 42 | 42 | 0.15% | 0.74% | 1.28% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 22 | 1 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.11% | 0.63% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.00% | 0.02% | 0.15% | Q2 2013 | Q3 2023 | 42 |
ProVise Management Group, LLC | 42 | 42 | 0.03% | 0.07% | 0.30% | Q2 2013 | Q3 2023 | 42 |
LBMC INVESTMENT ADVISORS, LLC | 42 | 42 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.01% | 0.24% | 0.46% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.15% | 0.46% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.05% | 1.58% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.06% | 0.30% | Q2 2013 | Q3 2023 | 42 |
FUKOKU MUTUAL LIFE INSURANCE Co | 41 | 41 | 1.72% | 2.77% | 4.22% | Q3 2013 | Q3 2023 | 41 |
COLONY GROUP LLC | 41 | 41 | 0.00% | 0.13% | 0.54% | Q2 2013 | Q2 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 2 | 0.00% | 0.07% | 0.43% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.04% | 0.22% | Q3 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.00% | 0.04% | 0.17% | Q3 2013 | Q3 2023 | 41 |
Advisory Services Network, LLC | 27 | 14 | 0.02% | 0.38% | 3.17% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.14% | 1.30% | Q3 2013 | Q3 2023 | 41 |
COURIER CAPITAL LLC | 24 | 17 | 0.33% | 0.59% | 0.85% | Q2 2013 | Q3 2023 | 41 |
CAPTRUST FINANCIAL ADVISORS | 29 | 12 | 0.01% | 3.35% | 13.59% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 41 |
BAILARD, INC. | 31 | 10 | 0.04% | 1.18% | 9.09% | Q2 2013 | Q3 2023 | 41 |
Mariner, LLC | 25 | 16 | 0.01% | 0.08% | 0.44% | Q2 2013 | Q3 2023 | 41 |
MAI Capital Management | 40 | 40 | 0.02% | 0.08% | 0.19% | Q4 2013 | Q3 2023 | 40 |
WHITTIER TRUST CO | 34 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 40 |
BOK Financial Private Wealth, Inc. | 33 | 1 | 0.01% | 0.22% | 0.46% | Q2 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.03% | 0.20% | 0.44% | Q4 2013 | Q3 2023 | 40 |
Cranbrook Wealth Management, LLC | 40 | 40 | 0.03% | 0.07% | 0.11% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Waldron Private Wealth LLC | 40 | 40 | 0.03% | 0.18% | 0.42% | Q4 2013 | Q3 2023 | 40 |
FMR LLC | 39 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q3 2023 | 40 |
MYCIO WEALTH PARTNERS, LLC | 22 | 18 | 0.01% | 0.04% | 0.94% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.11% | 0.55% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.06% | 0.14% | 0.26% | Q4 2013 | Q3 2023 | 40 |
ARGI Investment Services, LLC | 39 | 39 | 0.03% | 0.08% | 0.24% | Q2 2013 | Q4 2022 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.00% | 0.04% | 0.11% | Q1 2014 | Q3 2023 | 39 |
Courage Miller Partners, LLC | 39 | 39 | 0.17% | 0.24% | 0.29% | Q1 2014 | Q3 2023 | 39 |
BANQUE PICTET & CIE SA | 39 | 39 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q2 2023 | 39 |
Sandy Spring Bank | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
Pure Financial Advisors, LLC | 20 | 1 | 0.01% | 0.10% | 0.30% | Q2 2013 | Q4 2023 | 39 |
BROWN ADVISORY INC | 19 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.04% | 0.09% | 0.20% | Q1 2014 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.12% | 0.50% | 1.56% | Q2 2013 | Q4 2022 | 39 |
1832 Asset Management L.P. | 37 | 37 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2023 | 39 |
Garde Capital, Inc. | 38 | 38 | 0.12% | 0.37% | 0.65% | Q2 2014 | Q3 2023 | 38 |
McCutchen Group LLC | 38 | 38 | 0.29% | 1.54% | 5.04% | Q2 2013 | Q3 2022 | 38 |
SSI INVESTMENT MANAGEMENT LLC | 26 | 12 | 0.02% | 0.09% | 0.13% | Q1 2014 | Q3 2023 | 38 |
MCF Advisors LLC | 31 | 7 | 0.00% | 0.17% | 1.81% | Q1 2014 | Q3 2023 | 38 |
NATIXIS | 22 | 2 | 0.00% | 0.11% | 1.18% | Q2 2013 | Q3 2023 | 38 |
Tower Research Capital LLC (TRC) | 22 | 1 | 0.00% | 0.53% | 2.13% | Q3 2013 | Q3 2023 | 37 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.04% | 0.39% | Q3 2013 | Q3 2023 | 37 |
Regal Investment Advisors LLC | 15 | 1 | 0.02% | 0.10% | 0.34% | Q2 2013 | Q3 2023 | 37 |
ALLIANCEBERNSTEIN L.P. | 11 | 1 | 0.00% | 0.01% | 0.13% | Q4 2013 | Q3 2023 | 37 |
M&T BANK CORP | 21 | 15 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q3 2023 | 37 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.28% | 1.23% | Q4 2014 | Q3 2023 | 36 |
STERLING INVESTMENT ADVISORS LLC /ADV | 36 | 36 | 0.60% | 1.78% | 3.35% | Q4 2014 | Q3 2023 | 36 |
REGIONS FINANCIAL CORP | 21 | 15 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q2 2022 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.12% | 0.23% | 0.40% | Q4 2014 | Q3 2023 | 36 |
Allworth Financial LP | 35 | 1 | 0.00% | 0.05% | 0.49% | Q3 2014 | Q3 2023 | 36 |
Ionic Capital Management LLC | 15 | 1 | 0.00% | 0.36% | 1.60% | Q3 2013 | Q1 2018 | 36 |
Wealth Architects, LLC | 36 | 36 | 0.04% | 0.09% | 0.16% | Q4 2014 | Q3 2023 | 36 |
KWMG, LLC | 36 | 36 | 0.03% | 0.50% | 1.64% | Q4 2014 | Q3 2023 | 36 |
PATTEN & PATTEN INC/TN | 27 | 9 | 0.02% | 0.04% | 0.13% | Q2 2013 | Q2 2022 | 36 |
FIRST UNITED BANK & TRUST | 35 | 35 | 0.11% | 0.95% | 1.94% | Q2 2013 | Q4 2021 | 35 |
MARTIN & CO INC /TN/ | 35 | 35 | 0.98% | 1.18% | 1.32% | Q2 2013 | Q4 2021 | 35 |
CLEAR STREET MARKETS LLC | 11 | 1 | 0.00% | 0.08% | 0.46% | Q2 2013 | Q3 2022 | 35 |
First Heartland Consultants, Inc. | 28 | 7 | 0.03% | 0.50% | 1.86% | Q2 2013 | Q2 2022 | 35 |
CLEAR INVESTMENT RESEARCH, LLC | 35 | 35 | 0.32% | 1.82% | 4.27% | Q1 2015 | Q3 2023 | 35 |
WEDBUSH SECURITIES INC | 29 | 6 | 0.01% | 0.11% | 0.24% | Q2 2013 | Q1 2022 | 35 |
Psagot Value Holdings Ltd. | 34 | 34 | 0.00% | 0.23% | 0.75% | Q2 2013 | Q3 2021 | 34 |
TRUIST FINANCIAL CORP | 18 | 16 | 0.00% | 0.05% | 0.31% | Q2 2013 | Q3 2023 | 34 |
SHELTON CAPITAL MANAGEMENT | 33 | 1 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q4 2021 | 34 |
WADE G W & INC | 31 | 1 | 0.02% | 0.05% | 0.31% | Q2 2013 | Q3 2023 | 34 |
Brinker Capital Investments, LLC | 22 | 2 | 0.01% | 0.11% | 0.89% | Q2 2013 | Q4 2022 | 34 |
PRUDENTIAL FINANCIAL INC | 22 | 3 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 34 |
Parkside Financial Bank & Trust | 23 | 11 | 0.00% | 0.05% | 0.24% | Q1 2014 | Q3 2023 | 34 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 32 | 2 | 0.01% | 0.05% | 0.10% | Q4 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 18 | 15 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 33 |
Jaffetilchin Investment Partners, LLC | 21 | 4 | 0.02% | 0.21% | 1.33% | Q2 2013 | Q2 2022 | 33 |
People's United Financial, Inc. | 17 | 16 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2021 | 33 |
Mitsubishi UFJ Trust & Banking Corp | 23 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 33 |
MARSHALL WACE, LLP | 8 | 1 | 0.00% | 0.03% | 0.26% | Q1 2016 | Q3 2023 | 33 |
D.A. DAVIDSON & CO. | 17 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 33 |
Gradient Investments LLC | 17 | 1 | 0.00% | 0.03% | 0.49% | Q2 2013 | Q4 2021 | 32 |
High Falls Advisors, Inc | 32 | 32 | 0.10% | 2.43% | 5.40% | Q4 2015 | Q3 2023 | 32 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 16 | 2 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 32 |
MUFG Americas Holdings Corp | 32 | 32 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2022 | 32 |
PEAPACK GLADSTONE FINANCIAL CORP | 21 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 32 |
Trust Co | 32 | 32 | 0.00% | 0.03% | 0.11% | Q4 2015 | Q3 2023 | 32 |
Carroll Financial Associates, Inc. | 23 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2021 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 0.18% | 0.36% | 0.75% | Q4 2015 | Q3 2023 | 32 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.16% | 2.08% | 4.16% | Q4 2015 | Q3 2023 | 32 |
HBK INVESTMENTS L P | 11 | 1 | 0.00% | 0.45% | 1.85% | Q4 2014 | Q3 2023 | 32 |
Asset Dedication, LLC | 26 | 5 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.45% | 1.45% | Q4 2015 | Q3 2023 | 31 |
Perigon Wealth Management, LLC | 30 | 1 | 0.01% | 0.09% | 0.27% | Q3 2011 | Q3 2023 | 31 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 18 | 13 | 0.01% | 0.01% | 0.03% | Q4 2014 | Q1 2023 | 31 |
Stratos Wealth Partners, LTD. | 22 | 1 | 0.00% | 0.13% | 0.56% | Q1 2015 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.06% | 0.17% | 0.28% | Q1 2016 | Q3 2023 | 31 |
Altavista Wealth Management, Inc. | 25 | 5 | 0.10% | 0.14% | 0.22% | Q1 2014 | Q4 2021 | 30 |
SENTINEL TRUST CO LBA | 30 | 30 | 0.07% | 1.02% | 2.14% | Q4 2013 | Q1 2021 | 30 |
Gunma Bank,Ltd. | 30 | 30 | 3.76% | 13.17% | 21.01% | Q2 2016 | Q3 2023 | 30 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 30 | 30 | 0.17% | 0.42% | 1.68% | Q2 2013 | Q3 2020 | 30 |
Employees Retirement System of Texas | 16 | 1 | 0.01% | 0.07% | 0.43% | Q2 2013 | Q4 2022 | 30 |
Jump Trading, LLC | 8 | 3 | 0.01% | 0.10% | 0.43% | Q3 2013 | Q2 2018 | 30 |
Glenview Trust Co | 28 | 1 | 0.02% | 0.06% | 0.15% | Q4 2014 | Q3 2023 | 30 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 20 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 30 |
DAVENPORT & Co LLC | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
ING GROEP NV | 20 | 3 | 0.01% | 0.26% | 0.87% | Q1 2013 | Q3 2021 | 29 |
First Allied Advisory Services, Inc. | 27 | 2 | 0.01% | 0.09% | 0.28% | Q2 2013 | Q3 2020 | 29 |
WASHINGTON TRUST BANK | 11 | 1 | 0.00% | 0.31% | 2.38% | Q3 2013 | Q3 2023 | 29 |
CWM, LLC | 16 | 2 | 0.00% | 0.02% | 0.28% | Q3 2013 | Q3 2023 | 29 |
NEXT Financial Group, Inc | 16 | 13 | 0.01% | 0.08% | 0.17% | Q3 2014 | Q4 2021 | 29 |
TD ASSET MANAGEMENT INC | 29 | 29 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 29 |
Alexandria Capital, LLC | 27 | 2 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q3 2021 | 29 |
J. Goldman & Co LP | 14 | 1 | 0.01% | 0.54% | 2.52% | Q2 2013 | Q3 2023 | 29 |
BlueSky Wealth Advisors, LLC | 28 | 28 | 0.25% | 0.86% | 1.59% | Q4 2016 | Q3 2023 | 28 |
HCR Wealth Advisors | 28 | 28 | 0.10% | 0.34% | 0.77% | Q4 2016 | Q3 2023 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 0.03% | 0.06% | 0.07% | Q4 2016 | Q3 2023 | 28 |
NOMURA ASSET MANAGEMENT CO LTD | 15 | 5 | 0.00% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 28 |
OPTIMUM INVESTMENT ADVISORS | 24 | 4 | 0.01% | 0.05% | 0.07% | Q2 2014 | Q4 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q3 2023 | 28 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 28 | 28 | 0.12% | 0.18% | 0.24% | Q2 2013 | Q1 2020 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.02% | 0.14% | Q1 2016 | Q4 2022 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
PINNACLE ASSOCIATES LTD | 27 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 28 |
PEAK6 Group LLC | 11 | 2 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q4 2016 | 28 |
Winch Advisory Services, LLC | 28 | 28 | 0.02% | 0.05% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.02% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Covenant Asset Management, LLC | 28 | 28 | 0.14% | 0.30% | 0.54% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 28 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 21 | 6 | 1.79% | 6.71% | 10.20% | Q1 2014 | Q3 2021 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.06% | 0.26% | Q4 2016 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.05% | 0.22% | 0.50% | Q2 2013 | Q4 2019 | 27 |
Cribstone Capital Management, LLC | 27 | 27 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2022 | 27 |
JOYN Advisors, Inc. | 27 | 27 | 0.04% | 0.17% | 0.79% | Q2 2013 | Q4 2019 | 27 |
Steward Partners Investment Advisory, LLC | 27 | 27 | 0.00% | 0.06% | 0.29% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q4 2019 | 27 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 18 | 1 | 0.14% | 4.17% | 9.34% | Q2 2013 | Q3 2020 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.05% | 0.21% | 0.49% | Q4 2016 | Q3 2023 | 26 |
SCOTIA CAPITAL INC. | 19 | 7 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 26 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 26 | 26 | 0.04% | 0.18% | 0.67% | Q2 2017 | Q3 2023 | 26 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 26 | 26 | 0.03% | 0.11% | 0.46% | Q2 2013 | Q3 2019 | 26 |
Lowe Wealth Advisors, LLC | 17 | 9 | 0.01% | 0.44% | 1.94% | Q4 2014 | Q4 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2019 | 26 |
MAKENA CAPITAL MANAGEMENT LLC | 22 | 4 | 0.37% | 0.99% | 3.67% | Q2 2013 | Q3 2020 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2019 | 26 |
CAPSTONE INVESTMENT ADVISORS, LLC | 5 | 1 | 0.00% | 0.18% | 1.19% | Q3 2014 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.03% | 0.10% | Q2 2017 | Q3 2023 | 26 |
DIMENSION CAPITAL MANAGEMENT LLC | 16 | 10 | 0.05% | 0.30% | 0.75% | Q4 2016 | Q3 2023 | 26 |
Greystone Managed Investments Inc. | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 26 |
MONETARY MANAGEMENT GROUP INC | 23 | 2 | 0.04% | 0.06% | 0.12% | Q4 2015 | Q3 2023 | 25 |
LANDAAS & CO /WI /ADV | 25 | 25 | 0.13% | 0.40% | 0.73% | Q3 2017 | Q3 2023 | 25 |
Financial Management Professionals, Inc. | 19 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 25 |
Money Design Co.,Ltd. | 25 | 25 | 1.29% | 1.91% | 3.41% | Q3 2017 | Q3 2023 | 25 |
Frontier Wealth Management LLC | 18 | 1 | 0.01% | 0.13% | 0.19% | Q4 2014 | Q2 2022 | 25 |
Fortis Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
IndexIQ Advisors LLC | 16 | 1 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q4 2020 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.02% | 0.04% | 0.11% | Q3 2017 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Lattice Strategies LLC | 24 | 24 | 0.89% | 1.12% | 1.34% | Q2 2013 | Q1 2019 | 24 |
Simplicity Solutions, LLC | 23 | 1 | 0.01% | 0.29% | 1.51% | Q4 2014 | Q4 2020 | 24 |
Broadview Financial Management, LLC | 24 | 24 | 0.94% | 1.26% | 1.44% | Q4 2017 | Q3 2023 | 24 |
INTEGRAL DERIVATIVES, LLC | 7 | 5 | 0.01% | 0.09% | 0.25% | Q4 2013 | Q4 2017 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Abacus Planning Group, Inc. | 24 | 24 | 0.08% | 0.18% | 0.48% | Q4 2017 | Q3 2023 | 24 |
VICUS CAPITAL | 24 | 24 | 0.10% | 1.92% | 28.85% | Q4 2013 | Q3 2019 | 24 |
Squarepoint Ops LLC | 7 | 1 | 0.00% | 0.10% | 0.48% | Q4 2016 | Q3 2023 | 24 |
Ballew Advisors, Inc | 24 | 24 | 1.00% | 1.36% | 1.86% | Q4 2017 | Q3 2023 | 24 |
Virtu Financial LLC | 7 | 1 | 0.02% | 1.01% | 5.26% | Q3 2013 | Q3 2023 | 24 |
BALYASNY ASSET MANAGEMENT L.P. | 10 | 1 | 0.01% | 0.03% | 0.15% | Q3 2014 | Q3 2023 | 24 |
IHT Wealth Management, LLC | 17 | 1 | 0.00% | 0.05% | 0.25% | Q4 2016 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.10% | 0.21% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Financial Architects, Inc | 18 | 2 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q2 2020 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 24 |
LEVEL FOUR ADVISORY SERVICES, LLC | 19 | 5 | 0.02% | 0.05% | 0.22% | Q4 2016 | Q4 2022 | 24 |
ENTERPRISE FINANCIAL SERVICES CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2019 | 24 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2022 | 24 |
Transamerica Financial Advisors, Inc. | 13 | 1 | 0.00% | 0.10% | 0.55% | Q4 2013 | Q4 2022 | 24 |
LAKE STREET ADVISORS GROUP, LLC | 24 | 24 | 0.42% | 1.14% | 2.00% | Q4 2017 | Q3 2023 | 24 |
Moisand Fitzgerald Tamayo, LLC | 11 | 2 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 23 |
MV CAPITAL MANAGEMENT, INC. | 23 | 23 | 0.07% | 0.76% | 2.67% | Q4 2014 | Q2 2020 | 23 |
Bristlecone Advisors, LLC | 17 | 1 | 0.03% | 0.06% | 0.10% | Q4 2015 | Q3 2023 | 23 |
APPLETON GROUP, LLC | 8 | 2 | 0.24% | 7.46% | 29.04% | Q2 2013 | Q1 2022 | 23 |
CapWealth Advisors, LLC | 11 | 5 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2020 | 23 |
Twele Capital Management, Inc. | 23 | 23 | 0.14% | 0.63% | 0.97% | Q3 2017 | Q1 2023 | 23 |
Lido Advisors, LLC | 23 | 23 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Lourd Capital, LLC | 19 | 4 | 0.02% | 0.03% | 0.09% | Q2 2013 | Q2 2019 | 23 |
Private Ocean, LLC | 23 | 23 | 0.01% | 0.05% | 0.11% | Q1 2018 | Q3 2023 | 23 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 1 | 0.00% | 0.01% | 0.08% | Q3 2016 | Q3 2023 | 23 |
FormulaFolio Investments, LLC | 16 | 1 | 0.01% | 2.17% | 21.43% | Q4 2014 | Q2 2021 | 23 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.04% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 22 |
AE Wealth Management LLC | 15 | 3 | 0.00% | 0.02% | 0.09% | Q4 2017 | Q3 2023 | 22 |
RiverGlades Family Offices LLC | 14 | 4 | 1.57% | 1.94% | 2.29% | Q4 2017 | Q3 2023 | 22 |
TRUE Private Wealth Advisors | 21 | 1 | 0.02% | 0.15% | 1.89% | Q4 2015 | Q4 2021 | 22 |
Azimuth Capital Management LLC | 20 | 2 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q1 2022 | 22 |
BlueCrest Capital Management Ltd | 6 | 1 | 0.03% | 0.57% | 1.35% | Q3 2014 | Q3 2019 | 22 |
Brouwer & Janachowski, LLC | 20 | 2 | 0.04% | 0.70% | 1.34% | Q4 2013 | Q3 2021 | 22 |
Peak Asset Management, LLC | 18 | 4 | 0.08% | 0.15% | 0.25% | Q4 2014 | Q2 2022 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.02% | 0.03% | 0.08% | Q2 2018 | Q3 2023 | 22 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 19 | 3 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q4 2020 | 22 |
MISSION WEALTH MANAGEMENT, LP | 22 | 22 | 0.09% | 0.27% | 0.60% | Q2 2018 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.01% | 0.02% | 0.07% | Q1 2018 | Q2 2023 | 22 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 22 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.70% | 2.60% | Q2 2016 | Q3 2021 | 22 |
Wealthcare Advisory Partners LLC | 20 | 1 | 0.01% | 0.05% | 0.16% | Q4 2016 | Q2 2023 | 22 |
Quantitative Investment Management, LLC | 4 | 1 | 0.03% | 1.18% | 3.66% | Q1 2014 | Q2 2023 | 21 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.21% | 0.82% | Q2 2013 | Q1 2023 | 21 |
Kalos Management, Inc. | 9 | 1 | 0.07% | 1.09% | 3.01% | Q4 2015 | Q2 2023 | 21 |
Vigilant Capital Management, LLC | 21 | 21 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q4 2019 | 21 |
Burleson & Company, LLC | 21 | 21 | 0.04% | 0.08% | 0.16% | Q4 2017 | Q4 2022 | 21 |
Banco Santander, S.A. | 21 | 21 | 0.01% | 0.24% | 1.06% | Q4 2016 | Q4 2021 | 21 |
Gemmer Asset Management LLC | 21 | 21 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q1 2022 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Rossmore Private Capital | 20 | 1 | 0.04% | 0.07% | 0.10% | Q4 2017 | Q2 2023 | 21 |
NWAM LLC | 12 | 1 | 0.01% | 0.24% | 0.79% | Q2 2012 | Q3 2023 | 21 |
EATON VANCE MANAGEMENT | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 21 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.03% | 0.19% | Q3 2018 | Q3 2023 | 21 |
Allianz Asset Management GmbH | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q1 2022 | 21 |
Anson Funds Management LP | 15 | 15 | 0.06% | 1.75% | 7.92% | Q1 2020 | Q3 2023 | 21 |
Atria Investments, Inc | 8 | 1 | 0.02% | 0.10% | 0.33% | Q2 2013 | Q3 2022 | 21 |
Voya Financial Advisors, Inc. | 20 | 1 | 0.02% | 0.11% | 0.30% | Q1 2015 | Q2 2020 | 21 |
GOULD ASSET MANAGEMENT LLC /CA/ | 20 | 20 | 0.15% | 0.21% | 0.26% | Q4 2018 | Q3 2023 | 20 |
One Capital Management, LLC | 6 | 2 | 0.02% | 0.06% | 0.14% | Q1 2014 | Q4 2021 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.36% | 2.28% | Q4 2014 | Q3 2019 | 20 |
Keel Point, LLC | 20 | 20 | 0.03% | 0.32% | 1.14% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.09% | 0.22% | Q4 2015 | Q3 2020 | 20 |
Sowell Financial Services LLC | 10 | 1 | 0.05% | 0.13% | 0.29% | Q4 2016 | Q1 2023 | 20 |
TEACHERS ADVISORS, LLC | 12 | 8 | 0.00% | 0.13% | 0.31% | Q2 2013 | Q2 2018 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2018 | 20 |
Shamrock Asset Management LLC | 18 | 2 | 0.00% | 0.35% | 0.77% | Q2 2013 | Q3 2019 | 20 |
Omega Financial Group, LLC | 20 | 20 | 1.19% | 3.67% | 5.55% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.08% | Q4 2017 | Q3 2022 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q3 2023 | 20 |
VALLEY WEALTH MANAGERS, INC. | 20 | 20 | 0.00% | 0.05% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Partnervest Advisory Services LLC | 9 | 2 | 0.00% | 1.22% | 9.56% | Q2 2013 | Q3 2019 | 20 |
FARMERS & MERCHANTS INVESTMENTS INC | 12 | 8 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 20 |
Cypress Wealth Services, LLC | 20 | 20 | 0.06% | 0.11% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.08% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
BRINKER CAPITAL INC | 19 | 1 | 0.04% | 0.37% | 2.82% | Q4 2014 | Q2 2020 | 20 |
Sepio Capital, LP | 20 | 20 | 0.04% | 0.09% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Tarbox Family Office, Inc. | 20 | 20 | 0.03% | 0.04% | 0.06% | Q2 2017 | Q1 2022 | 20 |
PRELUDE CAPITAL MANAGEMENT, LLC | 13 | 1 | 0.00% | 0.27% | 0.67% | Q4 2013 | Q4 2022 | 20 |
LINCOLN NATIONAL CORP | 16 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 20 |
CenterStar Asset Management, LLC | 6 | 1 | 0.00% | 0.08% | 0.62% | Q4 2017 | Q3 2023 | 20 |
FMA ADVISORY INC | 19 | 1 | 0.20% | 0.32% | 0.40% | Q2 2015 | Q3 2021 | 20 |
Northwest Bancshares, Inc. | 19 | 1 | 0.04% | 0.13% | 0.26% | Q4 2017 | Q2 2023 | 20 |
Financial Advocates Investment Management | 11 | 9 | 0.02% | 0.12% | 0.45% | Q4 2017 | Q3 2023 | 20 |
Guidance Point Advisors, LLC | 20 | 20 | 1.24% | 1.77% | 2.55% | Q4 2018 | Q3 2023 | 20 |
AGILIS PARTNERS LLC | 20 | 20 | 0.43% | 0.76% | 1.22% | Q4 2018 | Q3 2023 | 20 |
Candriam S.C.A. | 19 | 19 | 0.09% | 0.16% | 0.74% | Q4 2014 | Q2 2019 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.03% | 0.03% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Inscription Capital, LLC | 10 | 9 | 0.06% | 0.18% | 0.38% | Q4 2018 | Q3 2023 | 19 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 19 | 19 | 0.29% | 0.40% | 0.52% | Q2 2013 | Q4 2017 | 19 |
Weaver Consulting Group | 19 | 19 | 0.11% | 0.19% | 0.27% | Q1 2019 | Q3 2023 | 19 |
Enterprise Bank & Trust Co | 19 | 19 | 0.11% | 0.14% | 0.16% | Q1 2019 | Q3 2023 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.00% | 0.03% | 0.10% | Q4 2015 | Q2 2020 | 19 |
Schoolcraft Capital LLC | 19 | 19 | 0.11% | 0.22% | 0.38% | Q1 2019 | Q3 2023 | 19 |
SAGE RHINO CAPITAL LLC | 19 | 19 | 0.43% | 0.60% | 0.97% | Q1 2019 | Q3 2023 | 19 |
B. Riley Wealth Advisors, Inc. | 8 | 1 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 19 |
INTRUST BANK NA | 19 | 19 | 0.04% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 19 |
HOLLENCREST CAPITAL MANAGEMENT | 19 | 19 | 0.04% | 0.06% | 0.07% | Q4 2013 | Q2 2018 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 19 |
Fairhaven Wealth Management, LLC | 17 | 2 | 0.12% | 1.80% | 4.62% | Q4 2018 | Q3 2023 | 19 |
Sawyer & Company, Inc | 19 | 19 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2022 | 19 |
WealthNavi Inc. | 19 | 19 | 4.64% | 4.95% | 5.20% | Q1 2019 | Q3 2023 | 19 |
NATIONAL PLANNING CORP | 18 | 18 | 0.05% | 0.52% | 1.76% | Q2 2013 | Q3 2017 | 18 |
Cetera Investment Advisers | 18 | 18 | 0.00% | 0.03% | 0.08% | Q2 2019 | Q3 2023 | 18 |
New Capital Management LP | 18 | 18 | 0.01% | 0.11% | 0.20% | Q4 2016 | Q1 2021 | 18 |
SENTRY INVESTMENT MANAGEMENT LLC | 18 | 18 | 1.31% | 1.57% | 1.83% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.08% | 0.19% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.12% | 0.40% | Q2 2013 | Q3 2014 | 18 |
Ellevest, Inc. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2023 | 18 |
FINANCIAL COUNSELORS INC | 13 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2017 | 18 |
Invesco Ltd. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 18 |
Crabel Capital Management, LLC | 7 | 1 | 0.08% | 0.18% | 0.33% | Q4 2017 | Q3 2023 | 18 |
Barber Financial Group, Inc. | 11 | 1 | 0.07% | 0.84% | 5.24% | Q3 2017 | Q1 2023 | 18 |
Fusion Family Wealth LLC | 18 | 18 | 0.00% | 0.05% | 0.33% | Q4 2016 | Q1 2021 | 18 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.68% | 3.46% | Q4 2014 | Q3 2023 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.03% | 0.05% | 0.07% | Q2 2015 | Q3 2019 | 18 |
SEI INVESTMENTS CO | 15 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q4 2021 | 18 |
HM PAYSON & CO | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
ASPIRIANT, LLC | 9 | 3 | 0.00% | 2.85% | 8.69% | Q2 2013 | Q2 2019 | 18 |
Hudock, Inc. | 11 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2020 | 17 |
Baldrige Asset Management LLC | 17 | 17 | 0.27% | 0.43% | 0.63% | Q1 2019 | Q1 2023 | 17 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 12 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2017 | 17 |
Prime Capital Investment Advisors, LLC | 13 | 4 | 0.01% | 0.16% | 0.49% | Q2 2019 | Q3 2023 | 17 |
Belpointe Asset Management LLC | 11 | 1 | 0.00% | 0.08% | 0.38% | Q4 2018 | Q3 2023 | 17 |
Capital Advisory Group Advisory Services, LLC | 15 | 2 | 0.02% | 0.10% | 0.45% | Q1 2018 | Q2 2022 | 17 |
TORONTO DOMINION BANK | 6 | 1 | 0.00% | 0.02% | 0.21% | Q2 2014 | Q3 2022 | 17 |
IFG Advisors, LLC | 17 | 17 | 0.10% | 0.18% | 0.30% | Q3 2019 | Q3 2023 | 17 |
FIRST MANHATTAN CO. LLC. | 9 | 8 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.07% | 0.11% | 0.22% | Q2 2013 | Q2 2017 | 17 |
NewSquare Capital LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2023 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.11% | 0.32% | 0.78% | Q4 2013 | Q4 2017 | 17 |
EXANE DERIVATIVES | 9 | 8 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q2 2020 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.39% | 0.68% | 1.23% | Q3 2019 | Q3 2023 | 17 |
Karp Capital Management Corp | 8 | 1 | 0.00% | 1.38% | 3.83% | Q4 2014 | Q1 2022 | 17 |
DUNCKER STREETT & CO INC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.05% | 0.09% | 0.14% | Q3 2019 | Q3 2023 | 17 |
D. SCOTT NEAL, INC. | 17 | 17 | 1.70% | 4.96% | 8.14% | Q4 2013 | Q4 2017 | 17 |
Concert Wealth Management Inc. | 16 | 16 | 0.03% | 0.10% | 0.32% | Q2 2013 | Q1 2017 | 16 |
FDx Advisors, Inc. | 10 | 1 | 0.01% | 0.02% | 0.10% | Q2 2014 | Q2 2019 | 16 |
Virtu KCG Holdings LLC | 5 | 2 | 0.00% | 0.04% | 0.10% | Q3 2013 | Q2 2017 | 16 |
BOYS ARNOLD & CO INC | 16 | 16 | 0.06% | 0.09% | 0.11% | Q2 2016 | Q1 2020 | 16 |
MASSMUTUAL TRUST CO FSB/ADV | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2023 | 16 |
L & S Advisors Inc | 4 | 1 | 0.03% | 0.22% | 0.94% | Q2 2013 | Q1 2022 | 16 |
Kerntke Otto McGlone Wealth Management Group | 16 | 16 | 0.31% | 1.56% | 5.12% | Q4 2019 | Q3 2023 | 16 |
COMERICA SECURITIES INC | 11 | 5 | 0.04% | 0.09% | 0.18% | Q4 2014 | Q4 2018 | 16 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 16 | 16 | 0.08% | 0.58% | 1.16% | Q4 2018 | Q3 2022 | 16 |
FAS Wealth Partners, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
North Star Investment Management Corp. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2017 | 16 |
PARK NATIONAL CORP /OH/ | 9 | 7 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q1 2020 | 16 |
SUMMIT FINANCIAL GROUP, INC. | 13 | 3 | 0.08% | 0.10% | 0.13% | Q2 2019 | Q2 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 16 |
CAMBIAR INVESTORS LLC | 15 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q1 2020 | 16 |
Integrated Wealth Concepts LLC | 14 | 2 | 0.01% | 0.22% | 1.26% | Q1 2019 | Q3 2023 | 16 |
FEDERATED HERMES, INC. | 16 | 16 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q2 2018 | 16 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 12 | 4 | 0.05% | 0.13% | 0.47% | Q1 2015 | Q3 2019 | 16 |
Great Point Wealth Advisors, LLC | 11 | 5 | 0.07% | 0.20% | 0.44% | Q4 2018 | Q3 2023 | 16 |
Presima Securities ULC | 6 | 1 | 0.28% | 0.79% | 2.20% | Q2 2013 | Q2 2020 | 16 |
CAPITAL GUARDIAN TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
HOWE & RUSLING INC | 13 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2017 | 16 |
Cordant, Inc. | 16 | 16 | 0.91% | 1.31% | 1.78% | Q4 2019 | Q3 2023 | 16 |
PEAK6 Investments LLC | 7 | 1 | 0.00% | 0.02% | 0.10% | Q3 2019 | Q3 2023 | 16 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 6 | 1 | 0.00% | 0.24% | 1.27% | Q2 2013 | Q3 2017 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
BOOTHBAY FUND MANAGEMENT, LLC | 7 | 1 | 0.02% | 0.17% | 0.79% | Q1 2016 | Q2 2022 | 16 |
Element Wealth, LLC | 16 | 16 | 0.07% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.04% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.07% | 0.57% | Q4 2019 | Q3 2023 | 16 |
NTV ASSET MANAGEMENT LLC | 11 | 5 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q3 2023 | 16 |
FIELDPOINT PRIVATE ADVISORS, INC | 16 | 16 | 0.68% | 1.00% | 3.19% | Q2 2013 | Q1 2017 | 16 |
TFO Wealth Partners, LLC | 16 | 16 | 0.00% | 0.04% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Apriem Advisors | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2017 | 16 |
Alhambra Investment Management LLC | 16 | 16 | 0.44% | 2.67% | 4.58% | Q4 2019 | Q3 2023 | 16 |
TD Capital Management LLC | 16 | 16 | 0.00% | 0.03% | 0.04% | Q1 2014 | Q4 2017 | 16 |
BESSEMER GROUP INC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2019 | 16 |
STEVENS CAPITAL MANAGEMENT LP | 7 | 1 | 0.02% | 0.33% | 1.12% | Q2 2013 | Q2 2023 | 16 |
Narwhal Capital Management | 16 | 16 | 0.08% | 0.12% | 0.13% | Q2 2013 | Q1 2017 | 16 |
Tanglewood Wealth Management, Inc. | 15 | 15 | 0.04% | 0.24% | 0.98% | Q1 2020 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.04% | 0.14% | Q2 2013 | Q3 2016 | 15 |
Global Wealth Management Investment Advisory, Inc. | 15 | 15 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q2 2022 | 15 |
MURPHY CAPITAL MANAGEMENT INC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q2 2018 | 15 |
Risk Paradigm Group, LLC | 15 | 15 | 0.02% | 1.44% | 3.26% | Q1 2015 | Q3 2018 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Florin Court Capital LLP | 6 | 1 | 0.61% | 6.01% | 10.47% | Q1 2017 | Q4 2022 | 15 |
Advisors Preferred, LLC | 5 | 1 | 0.00% | 4.72% | 11.15% | Q2 2014 | Q1 2022 | 15 |
QVR LLC | 6 | 1 | 0.03% | 1.16% | 3.42% | Q1 2018 | Q2 2020 | 15 |
HANCOCK WHITNEY CORP | 13 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 15 |
Financial Sense Advisors, Inc. | 15 | 15 | 0.20% | 0.50% | 0.92% | Q1 2016 | Q3 2019 | 15 |
Granite Investment Advisors, LLC | 15 | 15 | 0.06% | 0.10% | 0.17% | Q1 2018 | Q3 2021 | 15 |
GYL FINANCIAL SYNERGIES, LLC | 15 | 15 | 0.03% | 0.15% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Sequoia Financial Advisors, LLC | 13 | 2 | 0.04% | 0.06% | 0.08% | Q1 2017 | Q3 2023 | 15 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 1 | 0.00% | 0.00% | 0.04% | Q1 2015 | Q4 2018 | 15 |
Aft, Forsyth & Sober, LLC | 15 | 15 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Summit Financial Strategies, Inc. | 15 | 15 | 0.04% | 0.08% | 0.13% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.08% | 0.13% | 0.22% | Q2 2013 | Q4 2016 | 15 |
Evanson Asset Management, LLC | 15 | 15 | 0.13% | 0.21% | 0.30% | Q1 2020 | Q3 2023 | 15 |
ARKANSAS FINANCIAL GROUP, INC. | 15 | 15 | 0.11% | 0.95% | 2.29% | Q1 2020 | Q3 2023 | 15 |
AVALON CAPITAL MANAGEMENT | 9 | 2 | 0.30% | 2.43% | 4.13% | Q2 2013 | Q3 2018 | 15 |
Mascoma Wealth Management LLC | 10 | 5 | 0.00% | 0.05% | 0.08% | Q4 2016 | Q4 2022 | 15 |
TRUSTCORE FINANCIAL SERVICES, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 15 |
BDO Wealth Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2023 | 15 |
CENTRAL TRUST Co | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2023 | 15 |
HGI Capital Management, LLC | 12 | 1 | 0.05% | 8.85% | 17.70% | Q3 2017 | Q2 2021 | 15 |
Waratah Capital Advisors Ltd. | 4 | 1 | 0.03% | 1.75% | 5.09% | Q4 2016 | Q3 2023 | 15 |
First Citizens Financial Corp | 13 | 2 | 2.74% | 5.41% | 7.72% | Q4 2019 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
JANICZEK WEALTH MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.01% | 0.07% | Q4 2018 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.07% | 0.13% | Q2 2016 | Q4 2019 | 15 |
Timber Hill LLC | 10 | 1 | 0.01% | 0.21% | 2.67% | Q2 2013 | Q1 2019 | 15 |
Brookstone Capital Management | 10 | 1 | 0.01% | 0.20% | 0.94% | Q3 2014 | Q3 2023 | 15 |
Fieldpoint Private Securities, LLC | 11 | 1 | 0.01% | 0.25% | 0.49% | Q1 2017 | Q1 2022 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.04% | 0.08% | 0.14% | Q4 2019 | Q2 2023 | 15 |
Prospera Financial Services Inc | 12 | 3 | 0.03% | 0.07% | 0.21% | Q2 2019 | Q3 2023 | 15 |
BerganKDV Wealth Management, LLC | 9 | 6 | 0.00% | 0.03% | 0.04% | Q2 2018 | Q2 2023 | 15 |
GAMCO INVESTORS, INC. ET AL | 10 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 15 |
Independent Family Office, LLC | 8 | 7 | 0.46% | 0.68% | 0.87% | Q4 2019 | Q3 2023 | 15 |
SII INVESTMENTS INC/WI | 10 | 4 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q4 2016 | 14 |
SIGNATUREFD, LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 14 |
UBS OCONNOR LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2018 | 14 |
FRANKLIN RESOURCES INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
Evercore Wealth Management, LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q4 2017 | 14 |
Capula Management Ltd | 3 | 1 | 0.00% | 0.38% | 1.40% | Q4 2019 | Q3 2022 | 14 |
Platform Technology Partners | 10 | 4 | 0.12% | 0.21% | 0.38% | Q1 2020 | Q3 2023 | 14 |
Mutual Advisors, LLC | 8 | 1 | 0.02% | 0.20% | 0.52% | Q3 2018 | Q3 2023 | 14 |
AMERICAN CENTURY COMPANIES INC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q4 2019 | 14 |
WESPAC Advisors, LLC | 6 | 1 | 0.26% | 0.92% | 2.56% | Q4 2016 | Q3 2022 | 14 |
Magnus Financial Group LLC | 14 | 14 | 0.46% | 1.23% | 1.83% | Q2 2020 | Q3 2023 | 14 |
Stamos Capital Partners, L.P. | 14 | 14 | 0.18% | 0.95% | 1.89% | Q2 2020 | Q3 2023 | 14 |
Nuveen Asset Management, LLC | 10 | 1 | 0.00% | 0.05% | 0.25% | Q4 2013 | Q4 2022 | 14 |
AMARILLO NATIONAL BANK | 11 | 1 | 0.07% | 0.27% | 0.38% | Q1 2014 | Q4 2019 | 14 |
FIRST FINANCIAL CORP /IN/ | 14 | 14 | 0.00% | 0.13% | 0.34% | Q2 2020 | Q3 2023 | 14 |
Plante Moran Financial Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 14 |
Whitegate Investment Counselors, Inc. | 14 | 14 | 0.68% | 1.15% | 1.63% | Q2 2020 | Q3 2023 | 14 |
J. W. Coons Advisors, LLC | 14 | 14 | 0.06% | 0.09% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Pictet North America Advisors SA | 7 | 3 | 0.06% | 0.26% | 0.45% | Q2 2015 | Q3 2023 | 14 |
Bank Julius Baer & Co. Ltd, Zurich | 14 | 14 | 0.00% | 0.02% | 0.05% | Q1 2020 | Q2 2023 | 14 |
Realta Investment Advisors | 9 | 1 | 0.02% | 0.06% | 0.13% | Q1 2019 | Q3 2023 | 14 |
Crewe Advisors LLC | 10 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 13 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 5 | 2 | 0.06% | 0.39% | 0.79% | Q2 2014 | Q2 2018 | 13 |
HL FINANCIAL SERVICES LLC | 9 | 2 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q1 2019 | 13 |
Capital Investment Advisory Services, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
QCM Cayman, Ltd. | 2 | 1 | 0.10% | 0.51% | 2.67% | Q3 2013 | Q1 2021 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.05% | 0.13% | Q4 2019 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.12% | 0.19% | 0.23% | Q3 2020 | Q3 2023 | 13 |
FLOW TRADERS U.S. LLC | 6 | 1 | 0.00% | 0.08% | 0.47% | Q3 2013 | Q1 2023 | 13 |
Parametric Risk Advisors LLC | 13 | 13 | 1.24% | 1.58% | 1.88% | Q2 2013 | Q2 2016 | 13 |
Verition Fund Management LLC | 4 | 1 | 0.01% | 0.04% | 0.10% | Q4 2013 | Q3 2023 | 13 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 5 | 0.06% | 0.26% | 0.50% | Q2 2013 | Q3 2016 | 13 |
Virtus Fund Advisers, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 13 |
Schonfeld Strategic Advisors LLC | 6 | 1 | 0.00% | 0.16% | 0.84% | Q2 2018 | Q3 2023 | 13 |
REAL ESTATE MANAGEMENT SERVICES LLC | 10 | 3 | 0.07% | 1.61% | 4.28% | Q3 2013 | Q2 2018 | 13 |
JOHNSON INVESTMENT COUNSEL INC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2019 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.01% | 0.05% | 0.16% | Q1 2013 | Q3 2023 | 13 |
BOKF, NA | 10 | 3 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q4 2019 | 13 |
Ancora Advisors LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 13 |
SVB WEALTH LLC | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2022 | 13 |
NatWest Group plc | 10 | 1 | 0.02% | 0.15% | 0.36% | Q2 2013 | Q1 2016 | 13 |
COUNTRY TRUST BANK | 5 | 1 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q1 2022 | 13 |
Advocacy Wealth Management Services, LLC | 13 | 13 | 0.01% | 1.45% | 3.38% | Q4 2015 | Q4 2018 | 13 |
10-15 ASSOCIATES, INC. | 13 | 13 | 0.09% | 0.25% | 0.44% | Q2 2013 | Q2 2016 | 13 |
CAHABA WEALTH MANAGEMENT, INC. | 11 | 1 | 0.03% | 0.52% | 2.15% | Q3 2017 | Q4 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
NAVELLIER & ASSOCIATES INC | 4 | 1 | 0.07% | 0.49% | 3.84% | Q3 2012 | Q2 2022 | 13 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 13 |
Keeley-Teton Advisors, LLC | 7 | 2 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q1 2022 | 13 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.29% | 1.55% | 2.46% | Q4 2020 | Q3 2023 | 12 |
Matthew Goff Investment Advisor, LLC | 12 | 12 | 0.35% | 1.36% | 2.19% | Q4 2020 | Q3 2023 | 12 |
Allegheny Financial Group LTD | 12 | 12 | 1.14% | 1.46% | 2.14% | Q4 2020 | Q3 2023 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.11% | 0.17% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Higher Moment Capital LP | 4 | 1 | 3.73% | 9.00% | 19.44% | Q2 2014 | Q4 2018 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q1 2021 | 12 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 7 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 12 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 11 | 1 | 0.00% | 0.14% | 0.37% | Q4 2019 | Q3 2023 | 12 |
Ausdal Financial Partners, Inc. | 12 | 12 | 0.09% | 0.15% | 0.22% | Q4 2015 | Q3 2018 | 12 |
Rodgers & Associates, LTD | 12 | 12 | 0.23% | 0.33% | 0.48% | Q4 2020 | Q3 2023 | 12 |
RPg Family Wealth Advisory, LLC | 7 | 1 | 0.01% | 0.15% | 1.58% | Q4 2015 | Q2 2020 | 12 |
NWK Group, Inc. | 12 | 12 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2022 | 12 |
Regal Wealth Group, Inc. | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2015 | Q3 2018 | 12 |
INSIGHT 2811, INC. | 6 | 1 | 0.45% | 0.77% | 1.35% | Q4 2014 | Q1 2022 | 12 |
METROPOLITAN LIFE INSURANCE CO/NY | 12 | 12 | 0.13% | 0.14% | 0.14% | Q2 2013 | Q1 2016 | 12 |
StoneX Group Inc. | 12 | 12 | 0.07% | 0.20% | 0.40% | Q1 2019 | Q4 2021 | 12 |
Point72 Asset Management, L.P. | 3 | 1 | 0.01% | 0.13% | 0.30% | Q3 2014 | Q3 2023 | 12 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 12 | 12 | 0.56% | 0.98% | 2.40% | Q2 2013 | Q1 2016 | 12 |
Fort Point Capital Partners LLC | 10 | 1 | 0.14% | 1.32% | 2.92% | Q4 2013 | Q1 2022 | 12 |
Bayesian Capital Management, LP | 4 | 1 | 0.05% | 0.17% | 0.43% | Q2 2017 | Q3 2023 | 12 |
JNBA Financial Advisors | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q1 2016 | 12 |
Laurel Wealth Advisors, Inc. | 5 | 1 | 0.06% | 0.16% | 0.22% | Q1 2016 | Q4 2022 | 12 |
Olympiad Research LP | 12 | 12 | 0.15% | 1.03% | 2.36% | Q4 2019 | Q3 2022 | 12 |
RAYMOND JAMES TRUST N.A. | 11 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q1 2021 | 12 |
HHM Wealth Advisors, LLC | 8 | 4 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2023 | 12 |
Tower Wealth Partners, Inc. | 12 | 12 | 0.21% | 0.31% | 0.40% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 12 |
CIBC WORLD MARKETS CORP | 8 | 1 | 0.00% | 3.84% | 6.47% | Q2 2015 | Q3 2023 | 12 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 12 | 12 | 0.01% | 0.03% | 0.12% | Q1 2016 | Q4 2018 | 12 |
Integrated Advisors Network LLC | 12 | 12 | 0.02% | 0.17% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 8 | 1 | 0.00% | 0.14% | 0.59% | Q4 2018 | Q3 2023 | 12 |
Laurion Capital Management LP | 2 | 1 | 0.01% | 0.11% | 0.39% | Q2 2015 | Q3 2022 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.69% | 1.23% | 1.54% | Q4 2020 | Q3 2023 | 12 |
LOEB PARTNERS CORP | 6 | 3 | 0.08% | 0.23% | 0.82% | Q2 2013 | Q4 2018 | 12 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.10% | 0.21% | 0.35% | Q4 2020 | Q3 2023 | 12 |
SlateStone Wealth, LLC | 11 | 11 | 0.12% | 0.23% | 0.32% | Q3 2020 | Q1 2023 | 11 |
B. Riley Wealth Management, Inc. | 4 | 1 | 0.00% | 0.04% | 0.17% | Q1 2014 | Q2 2022 | 11 |
D.B. Root & Company, LLC | 8 | 1 | 0.07% | 0.36% | 1.19% | Q4 2017 | Q4 2021 | 11 |
Personal Wealth Partners | 11 | 11 | 0.23% | 0.26% | 0.30% | Q3 2019 | Q1 2022 | 11 |
HBK Sorce Advisory LLC | 11 | 11 | 0.04% | 0.08% | 0.11% | Q1 2016 | Q3 2018 | 11 |
Compagnie Lombard Odier SCmA | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.12% | 0.20% | 0.32% | Q4 2017 | Q2 2020 | 11 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.16% | 1.54% | Q2 2013 | Q3 2023 | 11 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 9 | 1 | 0.00% | 0.08% | 0.37% | Q3 2014 | Q3 2023 | 11 |
Shepherd Financial Partners LLC | 11 | 11 | 0.21% | 0.25% | 0.30% | Q2 2017 | Q4 2019 | 11 |
RiverFront Investment Group, LLC | 6 | 5 | 0.14% | 0.76% | 2.10% | Q3 2009 | Q2 2012 | 11 |
Capital Wealth Planning, LLC | 6 | 1 | 0.02% | 0.10% | 0.20% | Q3 2013 | Q1 2020 | 11 |
HBW ADVISORY SERVICES LLC | 11 | 11 | 0.14% | 0.19% | 0.25% | Q2 2020 | Q4 2022 | 11 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.03% | 0.13% | Q4 2018 | Q3 2023 | 11 |
REGENTATLANTIC CAPITAL LLC | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2020 | Q3 2022 | 11 |
TIEDEMANN ADVISORS, LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2021 | 11 |
Brookmont Capital Management | 9 | 2 | 0.21% | 1.98% | 2.49% | Q2 2013 | Q4 2019 | 11 |
Hanson & Doremus Investment Management | 8 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2022 | 11 |
Astor Investment Management LLC | 11 | 11 | 1.47% | 3.49% | 4.86% | Q1 2014 | Q3 2016 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
United Asset Strategies, Inc. | 6 | 1 | 0.05% | 0.09% | 0.16% | Q2 2019 | Q3 2022 | 11 |
Cynosure Group, LLC | 11 | 11 | 0.35% | 0.64% | 0.93% | Q1 2020 | Q3 2022 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2015 | 11 |
Edgestream Partners, L.P. | 6 | 1 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q1 2023 | 11 |
Dynamic Advisor Solutions LLC | 7 | 1 | 0.01% | 0.06% | 0.23% | Q4 2016 | Q3 2023 | 11 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.08% | 0.29% | Q3 2013 | Q3 2018 | 11 |
Wealth Enhancement & Preservation of GA, LLC | 11 | 11 | 0.26% | 0.53% | 1.99% | Q1 2020 | Q3 2022 | 11 |
Sierra Capital LLC | 11 | 11 | 0.08% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 11 |
HUTCHENS INVESTMENT MANAGEMENT INC | 4 | 3 | 0.00% | 0.83% | 1.60% | Q4 2014 | Q4 2017 | 11 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.05% | 0.27% | Q1 2015 | Q4 2022 | 11 |
Krilogy Financial LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2018 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 11 |
SHINE INVESTMENT ADVISORY SERVICES INC | 11 | 11 | 0.02% | 0.23% | 0.80% | Q1 2018 | Q3 2020 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 11 |
EXENCIAL WEALTH ADVISORS, LLC | 5 | 1 | 0.03% | 0.04% | 0.07% | Q1 2013 | Q4 2022 | 11 |
Tradewinds Capital Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2022 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.13% | 0.15% | 0.18% | Q1 2014 | Q1 2017 | 11 |
Silverleafe Capital Partners, LLC | 10 | 10 | 0.30% | 1.28% | 2.55% | Q4 2017 | Q1 2020 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
MACQUARIE GROUP LTD | 7 | 1 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q3 2020 | 10 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 6 | 4 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q2 2018 | 10 |
PDT Partners, LLC | 3 | 1 | 0.01% | 0.11% | 0.49% | Q4 2013 | Q4 2017 | 10 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
VICTORY CAPITAL MANAGEMENT INC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2017 | 10 |
CONTINENTAL ADVISORS LLC | 6 | 2 | 0.08% | 1.14% | 2.36% | Q4 2014 | Q3 2017 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.02% | 0.06% | 0.08% | Q4 2020 | Q1 2023 | 10 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q4 2015 | 10 |
PDS Planning, Inc | 6 | 1 | 0.04% | 0.14% | 0.19% | Q3 2018 | Q4 2021 | 10 |
Institute for Wealth Management, LLC. | 6 | 1 | 0.01% | 2.18% | 6.80% | Q2 2013 | Q2 2022 | 10 |
Human Investing LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Abbrea Capital, LLC | 10 | 10 | 0.07% | 0.10% | 0.14% | Q4 2017 | Q1 2020 | 10 |
Miracle Mile Advisors, LLC | 9 | 1 | 0.01% | 0.09% | 0.38% | Q4 2019 | Q3 2023 | 10 |
Quantbot Technologies LP | 6 | 1 | 0.09% | 0.15% | 0.24% | Q4 2019 | Q3 2023 | 10 |
Adelante Capital Management LLC | 4 | 1 | 0.00% | 0.20% | 1.22% | Q4 2013 | Q4 2020 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.07% | 2.20% | 3.67% | Q2 2021 | Q3 2023 | 10 |
Hudson Bay Capital Management LP | 6 | 1 | 0.02% | 0.09% | 0.19% | Q4 2015 | Q3 2023 | 10 |
Tuttle Capital Management, LLC | 4 | 1 | 0.31% | 2.81% | 7.64% | Q4 2014 | Q3 2019 | 10 |
Peak Capital Management LLC | 10 | 10 | 0.52% | 0.86% | 1.05% | Q2 2017 | Q3 2019 | 10 |
ALERUS FINANCIAL NA | 3 | 1 | 0.02% | 0.18% | 0.54% | Q2 2017 | Q1 2023 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2018 | 10 |
Cerity Partners LLC | 9 | 1 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 10 |
Rampart Investment Management Company, LLC | 8 | 2 | 0.00% | 0.28% | 0.74% | Q1 2018 | Q3 2020 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 10 |
Iron Horse Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
CHILTON CAPITAL MANAGEMENT LLC | 10 | 10 | 0.25% | 0.30% | 0.38% | Q2 2021 | Q3 2023 | 10 |
BANK OF NOVA SCOTIA | 3 | 2 | 0.03% | 0.28% | 1.10% | Q4 2015 | Q1 2023 | 10 |
Commonwealth Financial Services, LLC | 10 | 10 | 0.06% | 2.66% | 10.10% | Q4 2014 | Q1 2017 | 10 |
JFS WEALTH ADVISORS, LLC | 9 | 9 | 0.24% | 0.32% | 0.52% | Q3 2021 | Q3 2023 | 9 |
Maven Securities LTD | 8 | 1 | 0.02% | 0.09% | 0.29% | Q2 2021 | Q3 2023 | 9 |
EP Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2022 | 9 |
Alpine Global Management, LLC | 2 | 1 | 0.00% | 0.63% | 3.27% | Q2 2014 | Q2 2023 | 9 |
Swan Global Investments, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2020 | 9 |
Hilltop Holdings Inc. | 4 | 1 | 0.03% | 0.04% | 0.06% | Q1 2018 | Q3 2021 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.00% | 0.06% | 0.15% | Q3 2021 | Q3 2023 | 9 |
BBVA USA Bancshares, Inc. | 5 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2020 | 9 |
Berkshire Money Management, Inc. | 9 | 9 | 1.47% | 3.24% | 5.56% | Q4 2015 | Q4 2017 | 9 |
Milestone Advisory Partners | 9 | 9 | 0.36% | 0.42% | 0.48% | Q4 2017 | Q4 2019 | 9 |
Westside Investment Management, Inc. | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q1 2020 | 9 |
Asset Management One Co., Ltd. | 8 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2023 | 9 |
RAND WEALTH, LLC | 9 | 9 | 0.03% | 0.07% | 0.10% | Q4 2014 | Q4 2016 | 9 |
Clear Creek Financial Management, LLC | 9 | 9 | 0.05% | 0.47% | 1.46% | Q3 2021 | Q3 2023 | 9 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 9 |
Stearns Financial Services Group | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2020 | 9 |
Aft, Forsyth & Sober, LLC | 7 | 2 | 0.09% | 0.44% | 2.44% | Q2 2021 | Q3 2023 | 9 |
Euclid Advisors LLC | 3 | 1 | 0.22% | 0.28% | 0.45% | Q3 2013 | Q2 2016 | 9 |
Freedom Investment Management, Inc. | 2 | 1 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q2 2023 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.10% | 0.22% | 0.28% | Q3 2021 | Q3 2023 | 9 |
LifePlan Financial Group, Inc | 9 | 9 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2020 | 9 |
Argentus Capital Management, LLC | 5 | 5 | 0.06% | 0.34% | 0.48% | Q3 2015 | Q3 2016 | 9 |
PRINCIPAL FINANCIAL GROUP INC | 3 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 9 |
Cambria Investment Management, L.P. | 9 | 9 | 0.55% | 1.20% | 1.70% | Q3 2017 | Q3 2019 | 9 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2017 | 9 |
Waverly Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2015 | 9 |
Strategic Wealth Partners, Ltd. | 6 | 3 | 0.01% | 0.22% | 0.58% | Q4 2017 | Q1 2020 | 9 |
Emerson Wealth, LLC | 6 | 3 | 0.06% | 0.11% | 0.24% | Q4 2018 | Q2 2022 | 9 |
Visionary Asset Management, Inc. | 9 | 9 | 0.07% | 0.11% | 0.18% | Q1 2014 | Q1 2016 | 9 |
Itau Unibanco Holding S.A. | 6 | 3 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 9 |
CREDIT AGRICOLE S A | 4 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q1 2021 | 9 |
CSat Investment Advisory, L.P. | 9 | 9 | 0.01% | 0.06% | 0.12% | Q2 2018 | Q2 2020 | 9 |
FIFTH THIRD SECURITIES, INC. | 5 | 1 | 0.36% | 0.49% | 0.83% | Q4 2016 | Q4 2021 | 9 |
CI INVESTMENTS INC. | 9 | 9 | 0.00% | 0.53% | 1.18% | Q2 2016 | Q2 2018 | 9 |
Pacifica Partners Inc. | 9 | 9 | 0.06% | 0.09% | 0.11% | Q4 2021 | Q4 2023 | 9 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 7 | 1 | 0.35% | 1.58% | 4.28% | Q3 2013 | Q4 2015 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
LCNB CORP | 8 | 8 | 0.12% | 0.13% | 0.14% | Q4 2020 | Q3 2022 | 8 |
Newfoundland Capital Management | 3 | 1 | 0.14% | 0.73% | 1.56% | Q1 2017 | Q2 2020 | 8 |
TCM Advisors, LLC | 8 | 8 | 0.44% | 1.68% | 2.57% | Q4 2021 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.05% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 8 |
Stelac Advisory Services LLC | 6 | 1 | 0.19% | 0.59% | 0.94% | Q4 2012 | Q3 2023 | 8 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.01% | 0.08% | 0.16% | Q1 2021 | Q4 2022 | 8 |
Close Asset Management Ltd | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
American Investment Services, Inc. | 5 | 1 | 0.09% | 0.11% | 0.13% | Q1 2014 | Q2 2017 | 8 |
Foundations Investment Advisors, LLC | 5 | 3 | 0.08% | 2.59% | 8.79% | Q4 2018 | Q2 2021 | 8 |
Stratos Wealth Advisors, LLC | 6 | 1 | 0.02% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.22% | 0.27% | 0.30% | Q4 2021 | Q3 2023 | 8 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2023 | 8 |
Financial Services Advisory Inc | 6 | 2 | 0.88% | 3.99% | 13.65% | Q3 2018 | Q4 2021 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.02% | 0.05% | 0.08% | Q2 2013 | Q1 2015 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.14% | 0.17% | 0.20% | Q4 2021 | Q3 2023 | 8 |
BROWN BROTHERS HARRIMAN & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2020 | 8 |
Geller Advisors LLC | 8 | 8 | 2.60% | 4.35% | 6.15% | Q2 2018 | Q1 2020 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.01% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.20% | 0.24% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 0.56% | 1.30% | 2.07% | Q4 2021 | Q3 2023 | 8 |
Woodson Capital Management, LP | 8 | 8 | 2.15% | 6.28% | 8.92% | Q1 2017 | Q4 2018 | 8 |
PFG Advisors | 4 | 4 | 0.02% | 0.06% | 0.09% | Q1 2021 | Q2 2023 | 8 |
Kingsview Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q2 2022 | 8 |
Pinnacle Family Advisors, LLC | 4 | 1 | 0.33% | 2.50% | 4.56% | Q3 2017 | Q1 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 8 |
Stonehage Fleming Financial Services Holdings Ltd | 6 | 1 | 0.02% | 0.03% | 0.06% | Q1 2015 | Q4 2018 | 8 |
Tactical Allocation Group LLC | 6 | 2 | 1.34% | 2.77% | 6.95% | Q2 2013 | Q2 2016 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q1 2015 | 8 |
Patten Group, Inc. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 8 |
Gould Capital, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.03% | 0.25% | 0.58% | Q2 2013 | Q2 2023 | 8 |
Fortress Investment Group LLC | 4 | 2 | 0.01% | 1.43% | 6.25% | Q2 2013 | Q1 2019 | 8 |
Aptus Capital Advisors, LLC | 5 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Almanack Investment Partners, LLC. | 8 | 8 | 0.06% | 0.12% | 0.37% | Q4 2020 | Q3 2022 | 8 |
Centiva Capital, LP | 5 | 1 | 0.01% | 0.22% | 0.85% | Q2 2019 | Q2 2023 | 8 |
UNIONVIEW, LLC | 8 | 8 | 0.69% | 0.78% | 0.84% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 2.15% | 2.26% | 2.45% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.31% | 0.38% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2015 | 8 |
GeoWealth Management, LLC | 5 | 3 | 0.01% | 0.25% | 0.73% | Q4 2020 | Q3 2023 | 8 |
TRUST CO OF VERMONT | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.08% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 8 |
FOX RUN MANAGEMENT, L.L.C. | 4 | 1 | 0.16% | 0.99% | 2.30% | Q2 2020 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.16% | 0.26% | 0.35% | Q4 2021 | Q3 2023 | 8 |
TAGStone Capital, Inc. | 8 | 8 | 0.91% | 1.07% | 1.22% | Q4 2021 | Q3 2023 | 8 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 8 |
AGRAN LIBBIE | 4 | 1 | 0.43% | 0.46% | 0.49% | Q2 2013 | Q2 2016 | 8 |
TUDOR INVESTMENT CORP ET AL | 4 | 2 | 0.01% | 0.30% | 1.26% | Q3 2015 | Q2 2023 | 8 |
Endurance Wealth Management, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Audent Global Asset Management, LLC | 8 | 8 | 0.24% | 0.51% | 0.88% | Q4 2021 | Q3 2023 | 8 |
FineMark National Bank & Trust | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Mirae Asset Global Investments Co., Ltd. | 7 | 1 | 0.01% | 0.02% | 0.11% | Q2 2012 | Q3 2022 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 0.22% | 2.14% | 2.76% | Q1 2020 | Q4 2021 | 8 |
Jump Financial, LLC | 5 | 1 | 0.02% | 0.33% | 1.16% | Q3 2020 | Q2 2023 | 8 |
Laidlaw Wealth Management LLC | 7 | 1 | 0.15% | 0.17% | 0.20% | Q4 2020 | Q2 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
NewEdge Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 8 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Investors Research Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 1.56% | 1.89% | 3.08% | Q4 2021 | Q3 2023 | 8 |
DEARBORN CAPITAL MANAGEMENT LLC | 8 | 8 | 5.71% | 7.15% | 9.08% | Q4 2016 | Q3 2018 | 8 |
Lenox Wealth Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 8 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 7 | 1 | 0.00% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 8 |
VSR Financial Services, Inc. | 6 | 1 | 0.04% | 0.18% | 0.30% | Q2 2013 | Q2 2016 | 8 |
BRADLEY FOSTER & SARGENT INC/CT | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2018 | 8 |
Weiss Asset Management LP | 3 | 1 | 0.02% | 1.30% | 2.57% | Q2 2017 | Q2 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 0.96% | 1.36% | 1.72% | Q4 2021 | Q3 2023 | 8 |
CFM WEALTH PARTNERS LLC | 4 | 3 | 0.05% | 0.07% | 0.11% | Q4 2019 | Q1 2022 | 7 |
Greenland Capital Management LP | 4 | 4 | 0.42% | 0.54% | 0.74% | Q4 2022 | Q3 2023 | 7 |
ATHERTON LANE ADVISERS, LLC | 7 | 7 | 0.13% | 0.15% | 0.17% | Q2 2014 | Q4 2015 | 7 |
Key FInancial Inc | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 7 |
CX Institutional | 7 | 7 | 0.00% | 0.17% | 0.29% | Q2 2021 | Q4 2022 | 7 |
RGT Wealth Advisors, LLC | 6 | 1 | 0.10% | 0.90% | 5.03% | Q3 2016 | Q3 2022 | 7 |
SYMONS CAPITAL MANAGEMENT INC | 7 | 7 | 0.16% | 0.39% | 0.53% | Q2 2019 | Q4 2020 | 7 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.25% | 0.66% | Q2 2019 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FARR MILLER & WASHINGTON LLC/DC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q2 2015 | Q4 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q4 2014 | 7 |
WELLINGTON MANAGEMENT GROUP LLP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q4 2019 | 7 |
Concord Wealth Partners | 4 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 6 | 1 | 0.03% | 0.28% | 1.02% | Q4 2018 | Q2 2023 | 7 |
NCM Capital Management, LLC | 7 | 7 | 0.14% | 0.31% | 1.18% | Q4 2021 | Q2 2023 | 7 |
Harel Insurance Investments & Financial Services Ltd. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2017 | 7 |
Leonetti & Associates, LLC | 4 | 1 | 3.66% | 4.25% | 6.08% | Q2 2013 | Q3 2016 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q2 2014 | 7 |
Passaic Partners LLC | 4 | 3 | 1.14% | 2.74% | 4.39% | Q4 2021 | Q3 2023 | 7 |
ExodusPoint Capital Management, LP | 3 | 1 | 0.00% | 0.06% | 0.11% | Q2 2019 | Q2 2023 | 7 |
CENTAURUS FINANCIAL, INC. | 3 | 2 | 0.02% | 0.07% | 0.12% | Q3 2018 | Q1 2022 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 7 |
Elliott Investment Management L.P. | 5 | 2 | 0.77% | 2.05% | 4.33% | Q1 2020 | Q1 2022 | 7 |
Caption Management, LLC | 2 | 1 | 0.00% | 0.34% | 0.93% | Q1 2020 | Q3 2022 | 7 |
Royal Fund Management, LLC | 5 | 1 | 0.04% | 0.79% | 1.61% | Q3 2017 | Q3 2022 | 7 |
TELEMUS CAPITAL, LLC | 7 | 7 | 0.15% | 0.17% | 0.25% | Q2 2014 | Q4 2015 | 7 |
AGF Investments LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
London & Capital Asset Management Ltd | 7 | 7 | 0.08% | 0.10% | 0.12% | Q4 2018 | Q2 2020 | 7 |
Hutchin Hill Capital, LP | 3 | 1 | 0.05% | 0.69% | 1.41% | Q1 2014 | Q3 2017 | 7 |
Advisory Resource Group | 5 | 2 | 0.17% | 0.44% | 0.70% | Q2 2019 | Q1 2021 | 7 |
Snow Park Capital Partners, LP | 4 | 1 | 1.02% | 5.30% | 8.99% | Q4 2017 | Q1 2019 | 7 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 7 | 7 | 0.80% | 1.31% | 1.74% | Q2 2021 | Q4 2022 | 7 |
Quantum Capital Management, LLC / NJ | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2020 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.15% | 0.19% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Legacy Private Trust Co. | 5 | 1 | 0.05% | 0.20% | 0.28% | Q1 2018 | Q3 2023 | 7 |
EWG Elevate Inc. | 5 | 1 | 0.02% | 1.41% | 2.76% | Q4 2019 | Q4 2022 | 7 |
Nantahala Capital Management | 2 | 2 | 0.00% | 2.64% | 6.92% | Q3 2013 | Q4 2018 | 7 |
Sanford Advisory Services, LLC | 6 | 1 | 0.06% | 0.08% | 0.10% | Q4 2020 | Q3 2022 | 7 |
RONALD BLUE & CO LLC | 7 | 7 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q2 2017 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 4 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 7 |
AT Bancorp | 7 | 7 | 0.12% | 0.21% | 0.30% | Q3 2016 | Q1 2018 | 7 |
OXFORD FINANCIAL GROUP, LTD. LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 7 | 7 | 0.23% | 0.87% | 2.65% | Q2 2021 | Q4 2022 | 7 |
Private Capital Group, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Horizons Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2023 | 7 |
Citizens Business Bank | 7 | 7 | 0.23% | 0.32% | 0.44% | Q3 2013 | Q1 2015 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
Interval Partners, LP | 2 | 1 | 0.04% | 0.24% | 0.55% | Q3 2015 | Q4 2022 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 1.28% | 1.77% | 2.14% | Q4 2021 | Q3 2023 | 7 |
US FINANCIAL ADVISORS, LLC | 7 | 7 | 0.30% | 0.60% | 0.92% | Q4 2014 | Q2 2016 | 7 |
WELCH & FORBES LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q2 2013 | Q4 2014 | 7 |
MARINER INVESTMENT GROUP LLC | 6 | 6 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2014 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 3.75% | 4.24% | 5.03% | Q1 2013 | Q3 2014 | 7 |
BEAM WEALTH ADVISORS, INC. | 5 | 2 | 0.60% | 0.79% | 0.99% | Q1 2020 | Q3 2022 | 7 |
SCS Capital Management LLC | 7 | 7 | 0.08% | 0.17% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Naviter Wealth, LLC | 7 | 7 | 0.05% | 1.17% | 2.22% | Q4 2021 | Q2 2023 | 7 |
Beacon Pointe Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.07% | 0.10% | 0.15% | Q2 2013 | Q4 2014 | 7 |
Annex Advisory Services, LLC | 7 | 7 | 0.39% | 0.47% | 0.68% | Q2 2013 | Q4 2014 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2021 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q4 2022 | 7 |
GARRISON POINT ADVISORS, LLC | 7 | 7 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q2 2023 | 7 |
Calamos Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q1 2020 | 7 |
GRS Advisors, LLC | 4 | 1 | 1.82% | 3.63% | 6.90% | Q2 2013 | Q1 2021 | 7 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2013 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Field & Main Bank | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Clarus Wealth Advisors | 6 | 6 | 0.00% | 0.11% | 0.21% | Q2 2018 | Q3 2019 | 6 |
ZWJ INVESTMENT COUNSEL INC | 4 | 2 | 0.06% | 0.06% | 0.07% | Q1 2017 | Q1 2020 | 6 |
Long Pond Capital | 2 | 1 | 1.45% | 6.70% | 19.57% | Q2 2015 | Q3 2020 | 6 |
Prestige Wealth Management Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.08% | 0.09% | 0.09% | Q2 2018 | Q3 2019 | 6 |
Sunflower Bank, N.A. | 6 | 6 | 0.07% | 0.08% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Taylor & Morgan Wealth Management, LLC | 3 | 3 | 0.17% | 0.20% | 0.23% | Q4 2021 | Q2 2023 | 6 |
FNY Managed Accounts LLC | 2 | 1 | 0.00% | 0.15% | 0.75% | Q1 2015 | Q1 2017 | 6 |
RWA WEALTH PARTNERS, LLC | 6 | 6 | 0.06% | 0.49% | 0.77% | Q3 2018 | Q4 2019 | 6 |
Private Vista, LLC | 6 | 6 | 0.10% | 0.24% | 0.29% | Q4 2018 | Q1 2020 | 6 |
Tradition Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 6 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2018 | Q4 2020 | 6 |
First Personal Financial Services | 5 | 1 | 0.00% | 0.02% | 0.02% | Q4 2015 | Q3 2023 | 6 |
Swaine & Leidel Wealth Services, LLC | 5 | 1 | 0.47% | 0.57% | 0.64% | Q4 2018 | Q3 2021 | 6 |
WINTON GROUP Ltd | 4 | 2 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2022 | 6 |
Taconic Capital Advisors LP | 3 | 1 | 0.00% | 0.07% | 0.33% | Q2 2013 | Q4 2021 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 0.28% | 0.30% | 0.30% | Q3 2016 | Q4 2017 | 6 |
Graves Light Lenhart Wealth, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Joel Isaacson & Co., LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q1 2022 | 6 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.04% | 0.06% | 0.09% | Q4 2016 | Q4 2021 | 6 |
MERCER GLOBAL ADVISORS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Crestone Asset Management LLC | 6 | 6 | 0.08% | 0.76% | 1.36% | Q2 2022 | Q3 2023 | 6 |
Maryland Capital Management | 6 | 6 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q3 2014 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q2 2015 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 6 |
THOMPSON SIEGEL & WALMSLEY LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 6 |
Assured Investment Management LLC | 3 | 3 | 0.09% | 0.41% | 0.50% | Q1 2017 | Q3 2017 | 6 |
AMG National Trust Bank | 5 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q1 2022 | 6 |
Laird Norton Wetherby Wealth Management, LLC | 3 | 1 | 0.01% | 0.05% | 0.13% | Q2 2015 | Q1 2020 | 6 |
Financial Engines Advisors L.L.C. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
CABANA LLC | 4 | 1 | 0.00% | 4.83% | 10.34% | Q1 2019 | Q2 2021 | 6 |
One Day In July LLC | 4 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q2 2023 | 6 |
MUNDER CAPITAL MANAGEMENT | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Gruss Capital Management LP | 5 | 1 | 1.96% | 3.23% | 4.48% | Q1 2015 | Q4 2016 | 6 |
F3Logic, LLC | 6 | 6 | 0.04% | 0.11% | 0.14% | Q3 2021 | Q4 2022 | 6 |
Cordasco Financial Network | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2022 | 6 |
LVW Advisors, LLC | 6 | 6 | 0.08% | 0.12% | 0.17% | Q4 2014 | Q1 2016 | 6 |
PBMares Wealth Management LLC | 6 | 6 | 0.17% | 0.34% | 0.53% | Q4 2019 | Q1 2021 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 6 |
Portfolio Strategies Inc | 4 | 1 | 0.13% | 0.74% | 2.36% | Q4 2013 | Q4 2017 | 6 |
COASTLAND CAPITAL LLC | 3 | 3 | 0.53% | 1.51% | 5.50% | Q2 2016 | Q4 2016 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.18% | 0.39% | Q4 2014 | Q2 2023 | 6 |
RVW Wealth, LLC | 4 | 2 | 0.06% | 0.17% | 0.32% | Q1 2019 | Q3 2020 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
Arrow Investment Advisors, LLC | 4 | 1 | 4.37% | 5.16% | 5.78% | Q1 2015 | Q4 2019 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Merriman Wealth Management, LLC | 4 | 2 | 0.28% | 2.89% | 6.44% | Q3 2013 | Q3 2017 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 6 |
Ergoteles LLC | 3 | 1 | 0.04% | 0.25% | 1.03% | Q1 2021 | Q1 2023 | 6 |
CAMBRIDGE TRUST CO | 5 | 1 | 0.00% | 0.03% | 0.06% | Q1 2016 | Q4 2021 | 6 |
INVESTORS TRUST INC | 6 | 6 | 1.78% | 2.02% | 2.21% | Q2 2013 | Q3 2014 | 6 |
WINTRUST INVESTMENTS LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q3 2021 | 6 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 2 | 1 | 1.44% | 2.99% | 6.32% | Q1 2014 | Q2 2019 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.20% | 0.29% | 0.36% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 2.64% | 3.30% | 5.05% | Q4 2019 | Q1 2021 | 6 |
Tibra Equities Europe Ltd | 6 | 6 | 0.36% | 1.00% | 1.41% | Q2 2018 | Q3 2019 | 6 |
Avantax Planning Partners, Inc. | 6 | 6 | 0.05% | 0.07% | 0.11% | Q4 2016 | Q1 2018 | 6 |
NorthCoast Asset Management LLC | 4 | 2 | 0.01% | 0.19% | 0.59% | Q3 2018 | Q3 2021 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.05% | 0.11% | 0.23% | Q2 2013 | Q3 2014 | 6 |
Arkadios Wealth Advisors | 5 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 6 |
CITY NATIONAL BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Pinnacle Summer Investments, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 5 |
Second Half Financial Partners, LLC | 5 | 5 | 0.13% | 0.38% | 0.81% | Q3 2022 | Q3 2023 | 5 |
DB Wealth Management Group, LLC | 5 | 5 | 0.00% | 0.04% | 0.05% | Q3 2021 | Q3 2022 | 5 |
Winthrop Advisory Group LLC | 5 | 5 | 0.12% | 0.12% | 0.13% | Q4 2018 | Q4 2019 | 5 |
U S GLOBAL INVESTORS INC | 2 | 1 | 0.00% | 0.05% | 0.16% | Q4 2016 | Q4 2021 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2017 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.04% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
Faithward Advisors, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 5 |
JET CAPITAL INVESTORS L P | 2 | 1 | 2.12% | 3.96% | 5.25% | Q2 2013 | Q1 2022 | 5 |
Anchor Investment Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
AJ WEALTH STRATEGIES, LLC | 3 | 1 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2022 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q4 2022 | 5 |
Fulcrum Equity Management | 2 | 1 | 0.01% | 0.12% | 0.23% | Q1 2019 | Q4 2021 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q1 2021 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q2 2021 | 5 |
GoalVest Advisory LLC | 5 | 5 | 0.00% | 1.01% | 2.28% | Q1 2022 | Q1 2023 | 5 |
CALTON & ASSOCIATES, INC. | 3 | 2 | 0.05% | 0.18% | 0.35% | Q3 2019 | Q4 2021 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q2 2020 | 5 |
Western Wealth Management, LLC | 5 | 5 | 0.10% | 0.16% | 0.20% | Q4 2018 | Q4 2019 | 5 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2023 | 5 |
Braver Wealth Management, LLC | 2 | 1 | 0.50% | 1.67% | 2.84% | Q4 2014 | Q3 2016 | 5 |
GIRARD PARTNERS LTD. | 2 | 1 | 0.00% | 0.06% | 0.13% | Q4 2017 | Q4 2022 | 5 |
STERNE AGEE GROUP, INC. | 5 | 5 | 0.16% | 0.18% | 0.19% | Q1 2014 | Q1 2015 | 5 |
Tidal Investments LLC | 4 | 1 | 0.09% | 0.38% | 1.48% | Q3 2019 | Q4 2021 | 5 |
D. E. Shaw & Co., Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2020 | 5 |
Covington Capital Management | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2022 | 5 |
Jackson, Grant Investment Advisers, Inc. | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q4 2016 | 5 |
WESLEY CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.36% | 0.76% | 1.21% | Q3 2013 | Q4 2015 | 5 |
CIBC Private Wealth Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2022 | 5 |
Stadion Money Management, LLC | 3 | 2 | 0.04% | 1.03% | 2.14% | Q1 2014 | Q3 2019 | 5 |
GPS Wealth Strategies Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Everett Capital Advisors UK LLP | 3 | 2 | 2.89% | 6.24% | 8.97% | Q2 2018 | Q3 2019 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.12% | 0.23% | Q2 2017 | Q3 2017 | 5 |
WEALTHSOURCE PARTNERS, LLC | 4 | 1 | 0.05% | 0.20% | 0.68% | Q3 2016 | Q2 2019 | 5 |
Kistler-Tiffany Companies, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 5 |
Personal Capital Advisors Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.22% | 0.51% | Q2 2016 | Q2 2018 | 5 |
Curi Wealth Management, LLC | 3 | 1 | 0.01% | 0.06% | 0.17% | Q4 2020 | Q4 2022 | 5 |
Moors & Cabot, Inc. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.06% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Algebris Investments (UK) LLP | 2 | 1 | 0.56% | 3.42% | 6.25% | Q4 2013 | Q2 2016 | 5 |
Sutton Wealth Advisors Inc. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2019 | 5 |
FIDUCIARY TRUST INTERNATIONAL LLC | 4 | 1 | 0.02% | 0.66% | 2.39% | Q2 2013 | Q4 2018 | 5 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
Patriot Financial Group Insurance Agency, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 5 |
CTC Alternative Strategies, Ltd. | 4 | 1 | 0.00% | 0.56% | 2.50% | Q2 2013 | Q2 2023 | 5 |
Clearwater Capital Advisors, LLC | 4 | 1 | 0.03% | 0.10% | 0.14% | Q3 2016 | Q1 2018 | 5 |
Dorsey Wright & Associates | 3 | 1 | 0.76% | 1.81% | 4.02% | Q1 2015 | Q3 2019 | 5 |
Evensky & Katz LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q1 2020 | 5 |
Harvest Investment Services, LLC | 4 | 1 | 0.30% | 0.36% | 0.47% | Q4 2018 | Q1 2020 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2014 | 5 |
BBT Capital Management, LLC | 4 | 1 | 0.08% | 0.11% | 0.14% | Q2 2013 | Q3 2014 | 5 |
Polar Asset Management Partners Inc. | 1 | 1 | 0.01% | 0.22% | 0.43% | Q4 2013 | Q1 2019 | 5 |
BlueCrest Capital Management LLP | 2 | 1 | 0.02% | 0.22% | 0.59% | Q3 2013 | Q2 2014 | 5 |
TimeScale Financial, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2020 | 5 |
SMITH, MOORE & CO. | 4 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q3 2019 | 5 |
Atom Investors LP | 4 | 1 | 0.54% | 0.73% | 0.87% | Q1 2019 | Q3 2022 | 5 |
Wealth Quarterback LLC | 3 | 1 | 0.00% | 2.58% | 3.93% | Q1 1987 | Q4 2022 | 5 |
CMG Global Holdings, LLC | 5 | 5 | 0.47% | 0.50% | 0.57% | Q1 2021 | Q1 2022 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
TFC Financial Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q2 2022 | 5 |
Roble, Belko & Company, Inc | 5 | 5 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2016 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2023 | 5 |
Balentine LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
MFA WEALTH ADVISORS, LLC | 2 | 1 | 0.03% | 0.16% | 0.28% | Q2 2018 | Q2 2020 | 5 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.07% | 0.33% | Q4 2013 | Q4 2015 | 5 |
Avalon Investment & Advisory | 3 | 2 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2020 | 5 |
Beaumont Financial Partners, LLC | 2 | 1 | 0.83% | 1.69% | 3.09% | Q2 2013 | Q1 2015 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 1.18% | 1.47% | 1.96% | Q4 2013 | Q4 2014 | 5 |
Sonora Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2021 | 5 |
Capital Investment Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2022 | 5 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 1 | 0.01% | 0.06% | 0.15% | Q4 2016 | Q3 2017 | 5 |
Bison Wealth, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 4 |
PALO ALTO WEALTH ADVISORS, LLC | 4 | 4 | 0.38% | 0.60% | 0.81% | Q4 2022 | Q3 2023 | 4 |
USA FINANCIAL FORMULAS | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 4 |
REBALANCE, LLC | 4 | 4 | 0.21% | 0.25% | 0.29% | Q4 2022 | Q3 2023 | 4 |
Windsor Capital Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 4 |
Pine River Capital Management L.P. | 1 | 1 | 0.30% | 0.80% | 1.38% | Q4 2014 | Q3 2017 | 4 |
Financial & Tax Architects, LLC | 4 | 4 | 0.30% | 0.41% | 0.54% | Q1 2021 | Q4 2021 | 4 |
Prosperity Planning, Inc. | 4 | 4 | 0.07% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 4 |
Oxinas Partners Wealth Management LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q3 2021 | Q2 2022 | 4 |
York Capital Management Global Advisors, LLC | 2 | 2 | 0.52% | 6.68% | 10.51% | Q1 2015 | Q2 2016 | 4 |
Zions Trust, National Association | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2014 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Migdal Insurance & Financial Holdings Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 4 |
Magnetar Financial LLC | 3 | 1 | 0.45% | 0.87% | 2.03% | Q2 2013 | Q3 2016 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.10% | 0.35% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Surevest, LLC | 4 | 4 | 0.03% | 0.19% | 0.25% | Q4 2021 | Q3 2022 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 1 | 0.14% | 0.60% | 1.09% | Q2 2020 | Q3 2023 | 4 |
WealthShield Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 4 |
Sterling Financial Planning, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.16% | 0.19% | 0.24% | Q4 2017 | Q3 2018 | 4 |
JSF Financial, LLC | 2 | 1 | 0.10% | 0.87% | 1.77% | Q1 2019 | Q1 2023 | 4 |
Claret Asset Management Corp | 4 | 4 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q1 2019 | 4 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Salient Capital Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q2 2017 | 4 |
ANGELES WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Steward Financial Group LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
EJF Capital LLC | 3 | 1 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2015 | 4 |
RVB CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 1.60% | 3.24% | Q2 2018 | Q2 2021 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 0.49% | 0.51% | 0.52% | Q4 2018 | Q3 2019 | 4 |
CoreCap Advisors, LLC | 3 | 1 | 0.01% | 0.05% | 0.09% | Q4 2021 | Q4 2022 | 4 |
SYM FINANCIAL Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Camarda Financial Advisors, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q1 2014 | Q1 2019 | 4 |
REDMONT WEALTH ADVISORS LLC | 4 | 4 | 0.47% | 0.51% | 0.55% | Q4 2021 | Q3 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.04% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 4 |
SG3 Management, LLC | 2 | 1 | 0.07% | 0.29% | 0.54% | Q1 2020 | Q4 2021 | 4 |
Financial Gravity Asset Management, Inc. | 2 | 2 | 0.00% | 0.38% | 0.80% | Q4 2021 | Q2 2023 | 4 |
Main Street Financial Solutions, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q1 2022 | 4 |
McNamara Financial Services, Inc. | 4 | 4 | 1.20% | 1.38% | 1.60% | Q4 2014 | Q3 2015 | 4 |
XR Securities LLC | 1 | 1 | 0.01% | 0.50% | 1.46% | Q4 2017 | Q1 2021 | 4 |
Donoghue Forlines LLC | 4 | 4 | 0.42% | 0.59% | 0.74% | Q4 2021 | Q3 2022 | 4 |
LEVIN CAPITAL STRATEGIES, L.P. | 3 | 1 | 0.02% | 0.08% | 0.16% | Q4 2013 | Q2 2015 | 4 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2019 | 4 |
Intellectus Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 4 |
CHICAGO TRUST Co NA | 4 | 4 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q2 2022 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 1.22% | 1.47% | 1.73% | Q4 2021 | Q3 2022 | 4 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.00% | 0.49% | 1.15% | Q2 2013 | Q3 2016 | 4 |
PRENTISS SMITH & CO INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2018 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
ICA Group Wealth Management, LLC | 3 | 1 | 0.00% | 0.05% | 0.20% | Q1 2022 | Q2 2023 | 4 |
KENNICOTT CAPITAL MANAGEMENT LLC | 4 | 4 | 0.61% | 0.69% | 0.74% | Q2 2021 | Q1 2022 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Equitable Holdings, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q2 2022 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Tempus Wealth Planning, LLC | 3 | 1 | 0.12% | 0.99% | 3.58% | Q4 2019 | Q1 2022 | 4 |
Blue Chip Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
V3 Capital Management, L.P. | 2 | 1 | 1.80% | 10.46% | 21.67% | Q2 2013 | Q3 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ENZI WEALTH | 4 | 4 | 0.15% | 0.97% | 1.57% | Q3 2022 | Q2 2023 | 4 |
Virtue Capital Management, LLC | 2 | 2 | 0.02% | 0.10% | 0.21% | Q4 2017 | Q2 2019 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q1 2020 | 4 |
Privium Fund Management (UK) Ltd | 4 | 4 | 1.22% | 1.29% | 1.36% | Q4 2022 | Q3 2023 | 4 |
RATIONAL ADVISORS LLC | 1 | 1 | 0.14% | 0.54% | 1.26% | Q4 2013 | Q1 2016 | 4 |
CAPE COD FIVE CENTS SAVINGS BANK | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2019 | 4 |
Foundation Wealth Management, LLC | 4 | 4 | 1.22% | 1.67% | 2.09% | Q4 2022 | Q3 2023 | 4 |
Algebris (UK) Ltd | 2 | 1 | 0.90% | 2.39% | 4.38% | Q2 2017 | Q2 2019 | 4 |
Sound Income Strategies, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q4 2020 | 4 |
Operose Advisors LLC | 4 | 4 | 0.06% | 0.15% | 0.20% | Q3 2022 | Q2 2023 | 4 |
UNIQUE WEALTH, LLC | 4 | 4 | 0.19% | 0.21% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Hedeker Wealth, LLC | 2 | 1 | 0.08% | 0.26% | 0.45% | Q4 2015 | Q4 2021 | 4 |
Wunderlich Capital Managemnt | 4 | 4 | 0.93% | 0.97% | 0.99% | Q1 2014 | Q4 2014 | 4 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 4 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.02% | 0.12% | 0.20% | Q1 2021 | Q2 2023 | 4 |
Green Owl Capital Management, LLC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q4 2015 | 4 |
Full Sail Capital, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q1 2019 | Q4 2019 | 4 |
FOUNDERS FINANCIAL SECURITIES LLC | 3 | 1 | 0.12% | 0.13% | 0.13% | Q4 2019 | Q1 2022 | 4 |
AlphaStar Capital Management, LLC | 3 | 1 | 0.24% | 0.28% | 0.37% | Q3 2017 | Q4 2021 | 4 |
Avidian Wealth Solutions, LLC | 3 | 1 | 0.02% | 0.06% | 0.08% | Q4 2021 | Q3 2023 | 4 |
Alkeon Capital Management | 4 | 4 | 1.18% | 1.57% | 1.93% | Q2 2017 | Q1 2018 | 4 |
Capstone Triton Financial Group, LLC | 4 | 4 | 0.45% | 0.53% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Affinity Capital Advisors, LLC | 4 | 4 | 0.14% | 0.18% | 0.22% | Q4 2019 | Q3 2020 | 4 |
683 Capital Management, LLC | 2 | 2 | 0.01% | 0.10% | 0.33% | Q1 2020 | Q2 2020 | 4 |
Modus Advisors, LLC | 4 | 4 | 1.34% | 1.40% | 1.43% | Q4 2022 | Q3 2023 | 4 |
First Allied Asset Management, Inc. | 4 | 4 | 0.04% | 0.12% | 0.20% | Q2 2014 | Q1 2015 | 4 |
JONES FINANCIAL COMPANIES LLLP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 4 |
Kovack Advisors, Inc. | 2 | 2 | 0.11% | 0.26% | 0.36% | Q2 2014 | Q3 2017 | 4 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.07% | 0.14% | Q2 2021 | Q3 2023 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Cutter & CO Brokerage, Inc. | 3 | 1 | 0.08% | 0.10% | 0.14% | Q2 2014 | Q2 2016 | 4 |
SEVEN LOCKS CAPITAL MANAGEMENT LP | 3 | 1 | 4.39% | 6.77% | 9.08% | Q1 2014 | Q2 2015 | 4 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.02% | 0.11% | 0.28% | Q2 2015 | Q2 2021 | 3 |
Blue Sky Asset Management, LLC | 3 | 3 | 0.37% | 0.97% | 1.96% | Q3 2018 | Q1 2019 | 3 |
TCF National Bank | 3 | 3 | 0.02% | 0.02% | 0.03% | Q3 2020 | Q1 2021 | 3 |
FinTrust Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.41% | 0.43% | 0.44% | Q4 2022 | Q3 2023 | 3 |
TigerShark Management, LLC | 2 | 2 | 0.47% | 2.02% | 4.72% | Q2 2013 | Q3 2013 | 3 |
FWL INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
ROMANO BROTHERS AND COMPANY | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q1 2023 | 3 |
First Command Bank | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Centre Asset Management, LLC | 3 | 3 | 0.83% | 0.87% | 0.90% | Q1 2014 | Q3 2014 | 3 |
Pinion Investment Advisors, LLC | 3 | 3 | 0.28% | 0.47% | 0.57% | Q1 2022 | Q3 2022 | 3 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2023 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 1.39% | 1.64% | 1.89% | Q1 2013 | Q3 2013 | 3 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 3 |
V Wealth Advisors LLC | 3 | 3 | 0.05% | 0.26% | 0.37% | Q1 2022 | Q3 2022 | 3 |
VitalStone Financial, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q2 2017 | 3 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q1 2022 | 3 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 0.05% | 0.96% | 1.50% | Q3 2013 | Q1 2015 | 3 |
WASHINGTON CAPITAL MANAGEMENT, INC | 3 | 3 | 0.27% | 0.28% | 0.29% | Q1 2017 | Q3 2017 | 3 |
Brookfield Asset Management | 3 | 3 | 0.03% | 0.04% | 0.05% | Q3 2022 | Q1 2023 | 3 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2022 | 3 |
DIALECTIC CAPITAL MANAGEMENT, LP | 2 | 1 | 0.34% | 0.94% | 1.71% | Q1 2015 | Q3 2016 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q2 2017 | Q4 2017 | 3 |
Atlas Private Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 3 |
MYDA Advisors LLC | 1 | 1 | 0.72% | 1.46% | 2.42% | Q4 2017 | Q1 2023 | 3 |
HARVEST VOLATILITY MANAGEMENT LLC | 2 | 1 | 1.37% | 1.43% | 1.49% | Q4 2020 | Q4 2021 | 3 |
Hazelview Securities Inc. | 2 | 1 | 0.07% | 1.08% | 3.00% | Q3 2019 | Q3 2023 | 3 |
55I, LLC | 1 | 1 | 0.01% | 0.04% | 0.10% | Q1 2020 | Q3 2022 | 3 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.05% | 0.25% | 0.41% | Q3 2016 | Q1 2019 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
TOMPKINS FINANCIAL CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2014 | 3 |
Barrett Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Fiduciary Alliance LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q4 2022 | Q2 2023 | 3 |
IPG Investment Advisors LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2018 | Q3 2018 | 3 |
Mattern Wealth Management LLC | 3 | 3 | 0.09% | 1.30% | 1.94% | Q2 2021 | Q4 2021 | 3 |
Moran Wealth Management, LLC | 3 | 3 | 0.02% | 0.12% | 0.30% | Q4 2022 | Q2 2023 | 3 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.02% | 0.10% | 0.15% | Q1 2015 | Q3 2022 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.40% | 0.46% | 0.52% | Q1 2018 | Q3 2018 | 3 |
MANAGED ACCOUNT SERVICES INC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q3 2021 | 3 |
Bensler, LLC | 2 | 1 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q2 2023 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Candlestick Capital Management LP | 3 | 3 | 0.29% | 1.15% | 1.95% | Q4 2019 | Q2 2020 | 3 |
AMUNDI ASSET MANAGEMENT US, INC. | 2 | 1 | 0.00% | 0.03% | 0.04% | Q4 2012 | Q3 2013 | 3 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.23% | 0.40% | 0.73% | Q4 2020 | Q2 2022 | 3 |
Governors Lane LP | 3 | 3 | 0.23% | 0.30% | 0.42% | Q2 2017 | Q4 2017 | 3 |
Apollo Management Holdings, L.P. | 2 | 1 | 0.20% | 0.31% | 0.42% | Q1 2017 | Q1 2018 | 3 |
Ken Stern & Associates, Inc. | 3 | 3 | 0.12% | 0.13% | 0.14% | Q1 2018 | Q3 2018 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Lee Capital Holdings LLC | 3 | 3 | 0.36% | 1.39% | 3.27% | Q2 2019 | Q4 2019 | 3 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 3 | 3 | 0.21% | 0.22% | 0.24% | Q4 2018 | Q2 2019 | 3 |
PALLADIUM PARTNERS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2014 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Man Group plc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Corvid Peak Capital Management, LLC | 2 | 1 | 0.01% | 1.32% | 3.92% | Q2 2015 | Q4 2017 | 3 |
Willingdon Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 3 |
Passport Capital, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2016 | 3 |
Kohmann Bosshard Financial Services, LLC | 3 | 3 | 0.05% | 0.06% | 0.10% | Q1 2020 | Q3 2020 | 3 |
Ledyard National Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Blueprint Investment Partners LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q3 2021 | Q1 2022 | 3 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q1 2015 | Q4 2019 | 3 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.02% | 0.77% | 2.24% | Q3 2018 | Q4 2019 | 3 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.23% | 0.70% | Q2 2018 | Q1 2023 | 3 |
Garda Capital Partners LP | 3 | 3 | 0.00% | 0.09% | 0.15% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.00% | 0.07% | 0.21% | Q2 2018 | Q2 2023 | 3 |
ELLIOTT MANAGEMENT CORP | 2 | 1 | 1.20% | 1.28% | 1.36% | Q1 2018 | Q1 2019 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Apella Capital, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q4 2023 | 3 |
Community Bank, N.A. | 3 | 3 | 0.00% | 0.02% | 0.02% | Q2 2020 | Q4 2020 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 3 |
CIBC Asset Management Inc | 2 | 1 | 0.02% | 0.06% | 0.08% | Q1 2015 | Q3 2016 | 3 |
SYMPHONY ASSET MANAGEMENT LLC | 2 | 1 | 0.10% | 0.16% | 0.23% | Q3 2014 | Q1 2016 | 3 |
Tyler-Stone Wealth Management | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.02% | 0.03% | 0.03% | Q2 2021 | Q2 2022 | 3 |
SeaCrest Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Horan Securities, Inc. | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Ballentine Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2017 | 3 |
Antara Capital LP | 2 | 1 | 0.94% | 1.60% | 2.30% | Q3 2021 | Q4 2022 | 3 |
EMG Holdings, L.P. | 2 | 2 | 0.08% | 0.19% | 0.31% | Q2 2022 | Q3 2022 | 3 |
DOW CHEMICAL CO /DE/ | 3 | 3 | 2.57% | 4.38% | 6.63% | Q3 2021 | Q1 2022 | 3 |
EDGE ASSET MANAGEMENT, INC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
Segantii Capital Management Ltd | 2 | 1 | 0.00% | 0.06% | 0.12% | Q1 2021 | Q1 2023 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 2.10% | 2.38% | 2.81% | Q3 2021 | Q1 2022 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q4 2021 | 3 |
Ally Financial Inc. | 3 | 3 | 0.50% | 0.58% | 0.73% | Q2 2015 | Q4 2015 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Private Advisory Group LLC | 3 | 3 | 0.23% | 0.52% | 0.68% | Q3 2022 | Q1 2023 | 3 |
First National Bank of South Miami | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
SpiderRock Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q2 2017 | 3 |
Grey Fox Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.07% | 0.18% | Q4 2022 | Q3 2023 | 3 |
TUCKER ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 1 | 0.07% | 0.14% | 0.28% | Q4 2020 | Q2 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Trust Asset Management LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2011 | Q2 2015 | 3 |
Bristol Advisors, LLC | 1 | 1 | 0.24% | 0.60% | 0.81% | Q4 2016 | Q2 2018 | 3 |
Checchi Capital Advisers, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Redhawk Wealth Advisors, Inc. | 3 | 3 | 0.09% | 0.14% | 0.17% | Q3 2021 | Q1 2022 | 3 |
Blackston Financial Advisory Group, LLC | 3 | 3 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q2 2022 | 3 |
Stuart Chaussee & Associates, Inc. | 2 | 1 | 0.01% | 0.13% | 0.20% | Q4 2015 | Q3 2019 | 3 |
Trellus Management Company, LLC | 1 | 1 | 0.21% | 0.59% | 0.87% | Q3 2013 | Q4 2016 | 3 |
Parasol Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Sand Hill Global Advisors, LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 3 |
SECURITY NATIONAL TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
DUALITY ADVISERS, LP | 3 | 3 | 0.37% | 1.68% | 3.88% | Q2 2020 | Q4 2020 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2017 | 3 |
Independent Wealth Network Inc. | 3 | 3 | 0.17% | 0.20% | 0.25% | Q3 2021 | Q1 2022 | 3 |
EXCHANGE TRADED CONCEPTS, LLC | 3 | 3 | 3.69% | 3.81% | 3.98% | Q4 2020 | Q2 2021 | 3 |
Tilden Park Management I LLC | 2 | 1 | 0.58% | 3.40% | 6.06% | Q3 2018 | Q2 2019 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.08% | 0.14% | Q2 2020 | Q1 2022 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q2 2018 | 3 |
tru Independence LLC | 2 | 1 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q4 2020 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.00% | 0.42% | 0.67% | Q1 2023 | Q3 2023 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.09% | 0.13% | 0.19% | Q4 2019 | Q2 2020 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2014 | Q2 2015 | 3 |
Capital Bank & Trust Co | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2019 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.07% | 0.72% | 1.64% | Q4 2017 | Q3 2023 | 3 |
BOSTON PRIVATE BANK & TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2015 | 3 |
Deer Park Road Corp | 2 | 1 | 0.74% | 1.53% | 2.21% | Q1 2019 | Q2 2020 | 3 |
Bartlett & Co. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2023 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 3 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Wealth Alliance | 3 | 3 | 0.13% | 0.14% | 0.14% | Q2 2022 | Q4 2022 | 3 |
Regis Acquisition Inc. | 3 | 3 | 0.75% | 1.21% | 1.59% | Q1 2023 | Q3 2023 | 3 |
MONETA GROUP INVESTMENT ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
STEVENS CAPITAL PARTNERS | 3 | 3 | 0.34% | 0.36% | 0.40% | Q4 2022 | Q2 2023 | 3 |
TD Waterhouse Canada Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
VOYA INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.04% | 0.05% | Q3 2015 | Q1 2016 | 3 |
JUMP TRADING, LLC | 2 | 1 | 0.02% | 0.43% | 1.03% | Q2 2019 | Q1 2020 | 3 |
Westshore Wealth, LLC | 2 | 1 | 0.16% | 0.42% | 0.95% | Q4 2019 | Q2 2021 | 3 |
TradeLink Capital LLC | 1 | 1 | 6.12% | 8.02% | 9.87% | Q4 2017 | Q2 2023 | 3 |
Black Maple Capital Management LP | 2 | 2 | 2.40% | 5.30% | 8.20% | Q2 2016 | Q3 2016 | 2 |
Winslow, Evans & Crocker, Inc. | 2 | 2 | 0.03% | 0.09% | 0.15% | Q4 2014 | Q1 2015 | 2 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | 2 | 2 | 28.96% | 29.50% | 30.04% | Q1 2014 | Q2 2014 | 2 |
PineBridge Investments, L.P. | 2 | 2 | 0.17% | 0.17% | 0.18% | Q3 2015 | Q4 2015 | 2 |
B. Riley Financial, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2017 | Q4 2017 | 2 |
VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2013 | Q1 2014 | 2 |
Balboa Wealth Partners | 1 | 1 | 0.12% | 0.29% | 0.45% | Q3 2022 | Q1 2023 | 2 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2022 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.31% | 0.35% | 0.39% | Q4 2016 | Q4 2017 | 2 |
NAYA CAPITAL MANAGEMENT UK LTD | 1 | 1 | 4.14% | 6.99% | 9.84% | Q3 2023 | Q3 2023 | 2 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Tradeworx Inc. | 1 | 1 | 0.18% | 0.38% | 0.59% | Q1 2014 | Q3 2014 | 2 |
COMMUNITY BANK SYSTEM, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Grey Owl Capital Management, LLC | 2 | 2 | 1.72% | 1.76% | 1.79% | Q2 2014 | Q3 2014 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Wealthstar Advisors, LLC | 1 | 1 | 0.12% | 0.74% | 1.35% | Q1 2019 | Q3 2021 | 2 |
Aris Wealth Services, Inc. | 2 | 2 | 0.13% | 0.13% | 0.14% | Q1 2015 | Q2 2015 | 2 |
Modera Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q1 2023 | Q2 2023 | 2 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2013 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.18% | 0.19% | 0.19% | Q4 2019 | Q1 2020 | 2 |
SNS Financial Group, LLC | 1 | 1 | 1.32% | 1.56% | 1.80% | Q1 2014 | Q2 2015 | 2 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 2 |
WEXFORD CAPITAL LP | 2 | 2 | 0.45% | 0.65% | 0.86% | Q1 2016 | Q2 2016 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
BlackRock Group LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Level Financial Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
PERRY CAPITAL | 2 | 2 | 11.90% | 12.01% | 12.12% | Q2 2013 | Q3 2013 | 2 |
Palo Capital, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q2 2018 | 2 |
Bridgewater Wealth & Financial Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q3 2016 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Tourbillon Capital Partners, L.P. | 2 | 2 | 1.24% | 2.21% | 3.17% | Q1 2014 | Q2 2014 | 2 |
Quantitative Advantage, LLC | 1 | 1 | 0.86% | 1.11% | 1.35% | Q2 2013 | Q4 2013 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.00% | 0.28% | 0.56% | Q4 2022 | Q3 2023 | 2 |
Virtus ETF Advisers LLC | 1 | 1 | 0.06% | 0.18% | 0.29% | Q4 2016 | Q4 2018 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.03% | 0.06% | 0.10% | Q1 2019 | Q3 2019 | 2 |
Fluent Financial, LLC | 2 | 2 | 1.58% | 1.80% | 2.02% | Q4 2017 | Q1 2018 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2021 | 2 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.05% | 0.08% | Q3 2014 | Q1 2022 | 2 |
Outlook Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 2 | 2 | 1.71% | 1.84% | 1.98% | Q4 2020 | Q1 2021 | 2 |
MCIA Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
Shay Capital LLC | 1 | 1 | 0.04% | 0.09% | 0.14% | Q1 2022 | Q3 2022 | 2 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 2 | 2 | 0.24% | 0.30% | 0.36% | Q2 2022 | Q3 2022 | 2 |
Pegasus Partners Ltd. | 2 | 2 | 0.10% | 0.17% | 0.24% | Q3 2016 | Q4 2016 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.11% | 0.12% | 0.13% | Q4 2017 | Q2 2018 | 2 |
Antonetti Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 2 |
PATTON ALBERTSON MILLER GROUP, LLC | 2 | 2 | 0.35% | 0.38% | 0.41% | Q1 2015 | Q2 2015 | 2 |
Cavalier Investments, LLC | 1 | 1 | 0.23% | 0.81% | 1.39% | Q2 2016 | Q3 2019 | 2 |
Insight Wealth Strategies, LLC | 2 | 2 | 0.16% | 0.18% | 0.20% | Q2 2021 | Q3 2021 | 2 |
DG Capital Management, LLC | 2 | 2 | 1.24% | 1.28% | 1.32% | Q2 2015 | Q3 2015 | 2 |
Exchange Capital Management, Inc. | 2 | 2 | 0.18% | 0.18% | 0.19% | Q2 2016 | Q3 2016 | 2 |
Raging Capital Management, LLC | 1 | 1 | 5.64% | 7.17% | 8.69% | Q4 2014 | Q1 2016 | 2 |
Carlyle Group Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q1 2023 | 2 |
Wilmington Trust Investment Management, LLC | 2 | 2 | 4.66% | 4.71% | 4.77% | Q2 2013 | Q3 2013 | 2 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q1 2018 | 2 |
Kercheville Advisors, LLC | 2 | 2 | 0.14% | 0.18% | 0.23% | Q4 2021 | Q1 2022 | 2 |
BKS ADVISORS, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q1 2019 | 2 |
Vestcor Inc | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q3 2022 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Acorn Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Manning & Napier Group, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q1 2019 | 2 |
Naya Management LLP | 2 | 2 | 0.94% | 0.95% | 0.96% | Q1 2015 | Q2 2015 | 2 |
Waterfront Capital Partners, LLC | 1 | 1 | 3.07% | 4.43% | 5.79% | Q3 2016 | Q3 2023 | 2 |
Manchester Capital Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Wealthspire Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 2 |
Rotella Capital Management, Inc. | 1 | 1 | 0.54% | 0.81% | 1.08% | Q3 2013 | Q1 2014 | 2 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 2 | 2 | 0.21% | 0.35% | 0.48% | Q2 2013 | Q3 2013 | 2 |
CreativeOne Wealth, LLC | 2 | 2 | 0.03% | 0.07% | 0.11% | Q3 2021 | Q4 2021 | 2 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.60% | 0.89% | 1.19% | Q2 2013 | Q2 2014 | 2 |
LEVEL FOUR FINANCIAL, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q3 2021 | 2 |
Thomasville National Bank | 1 | 1 | 0.06% | 0.08% | 0.10% | Q4 2013 | Q1 2015 | 2 |
Old North State Trust, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q4 2018 | 2 |
Orinda Asset Management LLC | 1 | 1 | 2.07% | 2.77% | 3.47% | Q2 2014 | Q4 2014 | 2 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 0.51% | 1.01% | Q4 2014 | Q4 2014 | 2 |
B & T Capital Management DBA Alpha Capital Management | 2 | 2 | 2.66% | 2.86% | 3.06% | Q2 2013 | Q3 2013 | 2 |
DBK Financial Counsel, LLC | 2 | 2 | 1.01% | 1.04% | 1.07% | Q2 2022 | Q3 2022 | 2 |
Connectus Wealth, LLC | 1 | 1 | 0.02% | 0.11% | 0.20% | Q1 2022 | Q4 2022 | 2 |
FundX Investment Group, LLC | 1 | 1 | 0.48% | 0.65% | 0.82% | Q2 2019 | Q4 2019 | 2 |
KEELEY ASSET MANAGEMENT CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
GIRARD SECURITIES, INC. | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2016 | Q3 2016 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.00% | 0.16% | 0.31% | Q2 2022 | Q4 2022 | 2 |
Castle Creek Arbitrage, LLC | 1 | 1 | 0.24% | 0.33% | 0.42% | Q4 2013 | Q3 2019 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Sorin Capital Management LLC | 1 | 1 | 0.10% | 5.97% | 11.85% | Q4 2014 | Q3 2015 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
TCWP LLC | 2 | 2 | 0.00% | 0.03% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Venturi Wealth Management, LLC | 2 | 2 | 0.54% | 0.54% | 0.54% | Q4 2016 | Q1 2017 | 2 |
Argent Advisors, Inc. | 2 | 2 | 0.23% | 0.28% | 0.34% | Q4 2019 | Q1 2020 | 2 |
Iyo Bank, Ltd. | 2 | 2 | 10.78% | 13.30% | 15.82% | Q1 2022 | Q2 2022 | 2 |
Cannon Global Investment Management, LLC | 1 | 1 | 6.97% | 8.51% | 10.06% | Q1 2022 | Q2 2023 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.10% | 0.14% | Q3 2021 | Q4 2021 | 2 |
THREE BAYS CAPITAL LP | 2 | 2 | 10.71% | 13.50% | 16.30% | Q2 2016 | Q3 2016 | 2 |
Banco BTG Pactual S.A. | 2 | 2 | 0.77% | 0.80% | 0.82% | Q3 2022 | Q4 2022 | 2 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 2 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2019 | 2 |
FNY Partners Fund LP | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 2 |
Independent Advisor Alliance | 1 | 1 | 0.16% | 0.27% | 0.38% | Q1 2017 | Q4 2019 | 2 |
Lion Street Advisors, LLC | 1 | 1 | 0.38% | 0.44% | 0.49% | Q1 2020 | Q3 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.29% | 0.31% | 0.33% | Q2 2013 | Q3 2013 | 2 |
Starwood Real Estate Securities, LLC | 1 | 1 | 9.16% | 11.30% | 13.43% | Q4 2013 | Q3 2014 | 2 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
Verity Asset Management, Inc. | 1 | 1 | 0.31% | 0.50% | 0.70% | Q1 2014 | Q4 2014 | 2 |
DRW Securities, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q3 2013 | 2 |
Keel Point Advisors, LLC | 1 | 1 | 0.07% | 0.27% | 0.46% | Q4 2014 | Q4 2014 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Clal Insurance Enterprises Holdings Ltd | 2 | 2 | 0.28% | 0.65% | 1.02% | Q1 2015 | Q2 2015 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 2 |
Trifecta Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Financial Connections Group, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Integrated Wealth Management | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2016 | 2 |
BIP Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Transform Wealth, LLC | 2 | 2 | 0.88% | 0.90% | 0.93% | Q2 2016 | Q3 2016 | 2 |
Glovista Investments LLC | 1 | 1 | 0.70% | 1.18% | 1.66% | Q4 2013 | Q4 2016 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.05% | 1.90% | 3.74% | Q3 2013 | Q4 2021 | 2 |
Johnson Midwest Financial, LLC | 2 | 2 | 16.12% | 16.23% | 16.34% | Q3 2021 | Q4 2021 | 2 |
BHF Kleinwort Benson Group S.A. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q2 2015 | 2 |
Empyrean Capital Partners, LP | 1 | 1 | 0.30% | 0.34% | 0.39% | Q2 2013 | Q1 2016 | 2 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
Snowden Capital Advisors LLC | 2 | 2 | 1.03% | 1.04% | 1.06% | Q1 2016 | Q2 2016 | 2 |
CLOVIS CAPITAL MANAGEMENT LP | 1 | 1 | 2.15% | 7.88% | 13.60% | Q1 2013 | Q4 2014 | 2 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.09% | 0.09% | 0.10% | Q4 2013 | Q1 2015 | 2 |
Independence Trust CO | 2 | 2 | 0.26% | 0.26% | 0.27% | Q4 2014 | Q1 2015 | 2 |
Addison Capital Co | 2 | 2 | 0.56% | 0.57% | 0.59% | Q4 2019 | Q1 2020 | 2 |
J2 Capital Management Inc | 2 | 2 | 3.44% | 3.52% | 3.60% | Q4 2021 | Q1 2022 | 2 |
Strategic Value Partners, LLC | 2 | 2 | 6.54% | 6.86% | 7.17% | Q3 2021 | Q4 2021 | 2 |
Anson Capital, Inc. | 1 | 1 | 0.28% | 0.35% | 0.42% | Q4 2022 | Q3 2023 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.80% | 1.16% | 1.53% | Q1 2014 | Q1 2015 | 2 |
MACKENZIE FINANCIAL CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
MONTAG A & ASSOCIATES INC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2022 | 2 |
GlobalBridge, Inc. | 2 | 2 | 0.12% | 0.14% | 0.16% | Q4 2013 | Q1 2014 | 2 |
BlueMar Capital Management, LLC | 2 | 2 | 2.71% | 3.42% | 4.13% | Q1 2016 | Q2 2016 | 2 |
Granite Point Capital Management, L.P. | 1 | 1 | 1.45% | 2.69% | 3.93% | Q4 2019 | Q4 2021 | 2 |
Wright Fund Management, LLC | 2 | 2 | 0.72% | 7.70% | 14.68% | Q4 2021 | Q1 2022 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2014 | Q1 2015 | 2 |
Intersect Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q1 2015 | 2 |
SPX Gestao de Recursos Ltda | 1 | 1 | 0.46% | 2.33% | 4.21% | Q2 2021 | Q3 2023 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Compass Efficient Model Portfolios, LLC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q2 2013 | Q2 2013 | 1 |
KRV Capital LP | 1 | 1 | 7.57% | 7.57% | 7.57% | Q2 2016 | Q2 2016 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Autonomy Capital (Jersey) L.P. | 1 | 1 | 2.14% | 2.14% | 2.14% | Q3 2013 | Q3 2013 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Madison Street Partners, LLC | 1 | 1 | 3.12% | 3.12% | 3.12% | Q2 2013 | Q2 2013 | 1 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Bain Capital Public Equity Management, LLC | 1 | 1 | 0.85% | 0.85% | 0.85% | Q3 2017 | Q3 2017 | 1 |
JHL Capital Group LLC | 1 | 1 | 3.76% | 3.76% | 3.76% | Q3 2014 | Q3 2014 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2013 | Q2 2013 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 1.05% | 1.05% | 1.05% | Q3 2023 | Q3 2023 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
NIEMANN CAPITAL MANAGEMENT INC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2019 | Q4 2019 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
F-Squared Investment Management, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2014 | Q4 2014 | 1 |
Chanos & Co LP | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2022 | Q4 2022 | 1 |
Ashburton (Jersey) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Gordian Capital Singapore Pte Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
P SCHOENFELD ASSET MANAGEMENT LP | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2021 | Q1 2021 | 1 |
SCOUT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2013 | Q4 2013 | 1 |
Pinz Capital Management, LP | 1 | 1 | 3.16% | 3.16% | 3.16% | Q1 2022 | Q1 2022 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HARBOR INVESTMENT ADVISORY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2016 | Q4 2016 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 1.20% | 1.20% | 1.20% | Q4 2013 | Q4 2013 | 1 |
Stevard, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
EMS Capital LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Texas Yale Capital Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Folger Hill Asset Management LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q3 2016 | 1 |
RUSH ISLAND MANAGEMENT, LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2020 | Q1 2020 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
ALPS ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Miramar Fiduciary Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2016 | Q1 2016 | 1 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 1 | 1 | 2.64% | 2.64% | 2.64% | Q2 2013 | Q2 2013 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Aspire Private Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2019 | Q2 2019 | 1 |
Truadvice, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Windhaven Investment Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Proficio Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2016 | Q2 2016 | 1 |
MOON CAPITAL MANAGEMENT LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2013 | Q3 2013 | 1 |
HNP Capital LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2020 | Q1 2020 | 1 |
Firestone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CITIZENS & NORTHERN CORP | 1 | 1 | 1.86% | 1.86% | 1.86% | Q4 2016 | Q4 2016 | 1 |
Eton Park Capital Management, L.P. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2016 | Q2 2016 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Price Wealth, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2020 | Q1 2020 | 1 |
PRUDENTIAL PLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
Forum Private Client Group LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2022 | Q2 2022 | 1 |
Paradigm, Strategies in Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Moloney Securities Asset Management, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2021 | Q3 2021 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2015 | Q4 2015 | 1 |
Truvestments Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Arthur Zaske & Associates, LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2016 | Q3 2016 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.87% | 0.87% | 0.87% | Q4 2018 | Q4 2018 | 1 |
Leucadia National | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
ARROWGRASS CAPITAL PARTNERS LLP | 1 | 1 | 20.02% | 20.02% | 20.02% | Q1 2014 | Q1 2014 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CFS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 9.54% | 9.54% | 9.54% | Q1 2015 | Q1 2015 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
GREENUP STREET WEALTH MANAGEMENT LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q4 2021 | Q4 2021 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 5.15% | 5.15% | 5.15% | Q4 2018 | Q4 2018 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
Force Capital Management LLC | 1 | 1 | 1.92% | 1.92% | 1.92% | Q2 2013 | Q2 2013 | 1 |
BARDIN HILL MANAGEMENT PARTNERS LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
KM Capital Management Ltd. | 1 | 1 | 1.81% | 1.81% | 1.81% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2016 | Q4 2016 | 1 |
HARBERT FUND ADVISORS, INC. | 1 | 1 | 4.00% | 4.00% | 4.00% | Q3 2014 | Q3 2014 | 1 |
PIN OAK INVESTMENT ADVISORS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 8.64% | 8.64% | 8.64% | Q1 2019 | Q1 2019 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2017 | Q3 2017 | 1 |
Bangor Savings Bank | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Julex Capital Management, LLC | 1 | 1 | 7.59% | 7.59% | 7.59% | Q3 2019 | Q3 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2023 | Q3 2023 | 1 |
CTC Capital Management, LLC | 1 | 1 | 2.76% | 2.76% | 2.76% | Q4 2022 | Q4 2022 | 1 |
Moser Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CEDAR CAPITAL, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 4.04% | 4.04% | 4.04% | Q2 2013 | Q2 2013 | 1 |
GLG LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2016 | Q4 2016 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Mission Creek Capital Partners, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Rathbones Group PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q4 2015 | Q4 2015 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2018 | Q1 2018 | 1 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
Watershed Asset Management, L.L.C. | 1 | 1 | 10.30% | 10.30% | 10.30% | Q3 2014 | Q3 2014 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Momentum Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Resolute Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Overbrook Management Corp | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2015 | Q1 2015 | 1 |
Centric Wealth Management | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2022 | Q2 2022 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
StratiFi, LLC | 1 | 1 | 4.02% | 4.02% | 4.02% | Q4 2014 | Q4 2014 | 1 |
Chapwood Capital Investment Management, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2019 | Q4 2019 | 1 |
Charles Schwab Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
LAZARD ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2022 | Q1 2022 | 1 |
CNB Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Lindbrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Sterling Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
Andalusian Capital Partners, LP | 1 | 1 | 0.89% | 0.89% | 0.89% | Q2 2015 | Q2 2015 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Conversant Capital LLC | 1 | 1 | 9.68% | 9.68% | 9.68% | Q2 2023 | Q2 2023 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Ironsides Asset Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2014 | Q2 2014 | 1 |
ALPINE ASSOCIATES ADVISORS | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2013 | Q2 2013 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Essex Savings Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Hunting Hill Global Capital, LLC | 1 | 1 | 4.09% | 4.09% | 4.09% | Q1 2023 | Q1 2023 | 1 |
WealthOne, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2020 | Q3 2020 | 1 |
Parkside Advisors LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2023 | Q4 2023 | 1 |
UNION SAVINGS BANK | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Polianta Ltd | 1 | 1 | 3.17% | 3.17% | 3.17% | Q2 2019 | Q2 2019 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
HMS Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Arlington Capital Management, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2021 | Q4 2021 | 1 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 1.20% | 1.20% | 1.20% | Q3 2013 | Q3 2013 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2016 | Q4 2016 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2017 | Q4 2017 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Meridian Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 1.16% | 1.16% | 1.16% | Q1 2022 | Q1 2022 | 1 |
Walleye Capital LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
AFT, FORSYTH & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2013 | Q3 2013 | 1 |
PrairieView Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
American Assets Capital Advisers, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2015 | Q3 2015 | 1 |
Standard Investments LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2014 | Q2 2014 | 1 |
TI-TRUST, INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Yellowstone Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2017 | Q3 2017 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sculptor Capital LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2015 | Q3 2015 | 1 |
JANA PARTNERS LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q1 2015 | Q1 2015 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2014 | Q4 2014 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Elite Wealth Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2013 | Q4 2013 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Senator Investment Group LP | 1 | 1 | 0.97% | 0.97% | 0.97% | Q2 2016 | Q2 2016 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
TLP GROUP LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q3 2018 | Q3 2018 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Luxor Capital Group, LP | 1 | 1 | 1.00% | 1.00% | 1.00% | Q4 2013 | Q4 2013 | 1 |
GLG INC. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2013 | Q2 2013 | 1 |
Edge Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Blue Door Asset Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Arjuna Capital | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Summit X, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2017 | Q3 2017 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2023 | Q1 2023 | 1 |
BHR Capital LLC | 1 | 1 | 5.71% | 5.71% | 5.71% | Q1 2014 | Q1 2014 | 1 |
STELLIAM INVESTMENT MANAGEMENT, LP | 1 | 1 | 1.96% | 1.96% | 1.96% | Q1 2018 | Q1 2018 | 1 |
Madden Advisory Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
ADE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SCOPIA CAPITAL MANAGEMENT LP | 1 | 1 | 2.04% | 2.04% | 2.04% | Q2 2014 | Q2 2014 | 1 |
THIRD AVENUE MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2020 | Q1 2020 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Aries Wealth Management | 1 | 1 | 5.55% | 5.55% | 5.55% | Q1 2022 | Q1 2022 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
SANDLER CAPITAL MANAGEMENT | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2017 | Q1 2017 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
LexAurum Advisors, LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q3 2018 | Q3 2018 | 1 |
Arlington Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
AXA S.A. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2016 | Q4 2016 | 1 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Ascension Capital Advisors, Inc. | 1 | 1 | 2.99% | 2.99% | 2.99% | Q3 2021 | Q3 2021 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
Horizon Investments, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2016 | Q2 2016 | 1 |
O'Dell Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q4 2016 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2022 | Q1 2022 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q4 2020 | Q4 2020 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 3.41% | 3.41% | 3.41% | Q3 2022 | Q3 2022 | 1 |
ACUTE INVESTMENT ADVISORY, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q4 2021 | Q4 2021 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MOULTON WEALTH MANAGEMENT, INC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2019 | Q4 2019 | 1 |
Opera Trading Capital | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
DSC Advisors, L.P. | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2019 | Q1 2019 | 1 |
Patriot Wealth Management, Inc. | 1 | 1 | 1.33% | 1.33% | 1.33% | Q2 2013 | Q2 2013 | 1 |
SILVERBACK ASSET MANAGEMENT LLC | 1 | 1 | 2.03% | 2.03% | 2.03% | Q3 2014 | Q3 2014 | 1 |
ASSET PLANNING CORPORATION | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2018 | Q3 2018 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2016 | 1 |
Booth Park Capital Management LLC | 1 | 1 | 5.74% | 5.74% | 5.74% | Q4 2014 | Q4 2014 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Centaur Capital | 1 | 1 | 2.21% | 2.21% | 2.21% | Q3 2017 | Q3 2017 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Aurora Investment Managers, LLC. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
Nan Shan Life Insurance Co., Ltd. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
Segment Wealth Management, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q2 2013 | Q2 2013 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2017 | Q3 2017 | 1 |
North Fourth Asset Management, LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2018 | Q4 2018 | 1 |
Column Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
EVOKE WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Claro Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q2 2013 | Q2 2013 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
SECURIAN ASSET MANAGEMENT, INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q3 2015 | 1 |
Crestline Management, LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2020 | Q2 2020 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2013 | Q3 2013 | 1 |
Jacobus Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2016 | Q3 2016 | 1 |
GLG Partners LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2016 | Q2 2016 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Maltin Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Parker Investment Management, LLC | 1 | 1 | 3.75% | 3.75% | 3.75% | Q3 2019 | Q3 2019 | 1 |
BOW STREET LLC | 1 | 1 | 12.92% | 12.92% | 12.92% | Q1 2014 | Q1 2014 | 1 |
Catalyst Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
Kirkoswald Asset Management LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
Apertura Capital, LLC | 1 | 1 | 4.06% | 4.06% | 4.06% | Q4 2017 | Q4 2017 | 1 |
NewGen Asset Management Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2014 | Q3 2014 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
RESOURCE AMERICA, INC. | 1 | 1 | 3.69% | 3.69% | 3.69% | Q4 2018 | Q4 2018 | 1 |
Soros Fund Management | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2018 | Q2 2018 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 3.04% | 3.04% | 3.04% | Q1 2022 | Q1 2022 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
MPAM CREDIT TRADING PARTNERS L.P. | 1 | 1 | 7.02% | 7.02% | 7.02% | Q1 2015 | Q1 2015 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Premise Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2015 | Q4 2015 | 1 |
MRCap LP | 1 | 1 | 11.02% | 11.02% | 11.02% | Q2 2020 | Q2 2020 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 3.19% | 3.19% | 3.19% | Q2 2021 | Q2 2021 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Tekne Capital Management, LLC | 1 | 1 | 7.46% | 7.46% | 7.46% | Q4 2013 | Q4 2013 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Castle Ridge Investment Management LP | 1 | 1 | 2.10% | 2.10% | 2.10% | Q3 2016 | Q3 2016 | 1 |
ANCHOR CAPITAL ADVISORS LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2015 | Q4 2015 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2015 | Q2 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2013 | Q2 2013 | 1 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
Worth Venture Partners, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Miller Investment Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
True Link Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2022 | Q3 2022 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Russell Investments Group, Ltd. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Triangle Securities Wealth Management | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Highlander Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Strategic Family Wealth Counselors, L.L.C. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q1 2020 | Q1 2020 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2014 | Q2 2014 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Global Financial Private Capital, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BTR CAPITAL MANAGEMENT INC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
W.G. Shaheen & Associates DBA Whitney & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Oakworth Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
Gryphon Financial Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Community Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2019 | Q4 2019 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.