Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 111 |
Citadel Advisors | 27 | 1 | 0.00% | 0.00% | 0.05% | Q2 2014 | Q3 2023 | 78 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.06% | 0.44% | Q1 2014 | Q3 2023 | 72 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.02% | 0.53% | Q2 2013 | Q3 2023 | 69 |
UBS Group AG | 36 | 36 | 0.00% | 0.07% | 0.36% | Q4 2014 | Q3 2023 | 61 |
Cutler Group LLC / CA | 21 | 4 | 0.00% | 0.01% | 0.08% | Q4 2015 | Q3 2023 | 59 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.13% | Q1 2012 | Q3 2023 | 58 |
HSBC HOLDINGS PLC | 47 | 47 | 0.01% | 0.07% | 0.41% | Q1 2012 | Q3 2023 | 52 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 51 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 50 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 50 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 48 |
Tortoise Investment Management, LLC | 44 | 44 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q3 2023 | 44 |
Mariner, LLC | 42 | 42 | 0.00% | 0.08% | 0.44% | Q2 2013 | Q3 2023 | 43 |
TD Capital Management LLC | 42 | 42 | 0.79% | 4.02% | 23.44% | Q2 2013 | Q3 2023 | 42 |
BSW Wealth Partners | 42 | 42 | 0.59% | 0.96% | 3.48% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
HUNTINGTON NATIONAL BANK | 42 | 42 | 0.00% | 0.28% | 1.18% | Q2 2013 | Q3 2023 | 42 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ICONIQ Capital, LLC | 41 | 1 | 0.13% | 13.04% | 31.65% | Q1 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Sageworth Trust Co | 42 | 42 | 12.59% | 21.44% | 33.50% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Allen Investment Management, LLC | 42 | 42 | 0.06% | 0.39% | 2.58% | Q2 2013 | Q3 2023 | 42 |
ASPIRIANT, LLC | 42 | 42 | 0.05% | 0.40% | 3.99% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.27% | 2.86% | Q2 2013 | Q3 2023 | 42 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.02% | 0.47% | 1.81% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.01% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 41 | 41 | 0.00% | 0.03% | 0.04% | Q3 2013 | Q3 2023 | 41 |
WELLINGTON MANAGEMENT GROUP LLP | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
FMR LLC | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 36 | 4 | 0.00% | 0.13% | 1.17% | Q3 2013 | Q3 2023 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.06% | 0.15% | 0.31% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Creative Planning | 24 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.04% | 0.10% | 0.28% | Q4 2013 | Q3 2023 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.00% | 0.31% | 1.01% | Q4 2013 | Q3 2023 | 40 |
CREDIT SUISSE AG/ | 16 | 2 | 0.00% | 0.01% | 0.19% | Q1 2013 | Q3 2023 | 40 |
Sarasin & Partners LLP | 40 | 40 | 0.96% | 1.48% | 2.13% | Q4 2013 | Q3 2023 | 40 |
Blue Edge Capital, LLC | 40 | 40 | 0.06% | 0.15% | 0.28% | Q4 2013 | Q3 2023 | 40 |
BANQUE PICTET & CIE SA | 40 | 40 | 0.01% | 0.06% | 0.31% | Q4 2013 | Q3 2023 | 40 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 33 | 7 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 40 |
CAPTRUST FINANCIAL ADVISORS | 26 | 5 | 0.00% | 0.02% | 0.16% | Q2 2013 | Q3 2023 | 40 |
Hall Kathryn A. | 40 | 40 | 0.08% | 0.37% | 1.23% | Q3 2013 | Q2 2023 | 40 |
GLENMEDE TRUST CO NA | 20 | 20 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
Cambridge Investment Research Advisors, Inc. | 32 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 40 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 39 | 0.01% | 0.13% | 0.37% | Q1 2014 | Q3 2023 | 39 |
Chevy Chase Trust Holdings, LLC | 39 | 39 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2022 | 39 |
BlackRock Inc. | 36 | 3 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q3 2023 | 39 |
Capital Directions Investment Advisors, LLC | 31 | 7 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q4 2022 | 38 |
BANK HAPOALIM BM | 31 | 7 | 0.02% | 1.56% | 5.14% | Q4 2013 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 26 | 12 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 38 |
BLAIR WILLIAM & CO/IL | 37 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 38 |
LAZARD ASSET MANAGEMENT LLC | 34 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 38 |
HighTower Advisors, LLC | 38 | 38 | 0.01% | 0.04% | 0.11% | Q2 2014 | Q3 2023 | 38 |
Winch Advisory Services, LLC | 35 | 3 | 0.00% | 0.36% | 3.02% | Q1 2014 | Q3 2023 | 38 |
PineBridge Investments, L.P. | 36 | 2 | 0.01% | 0.05% | 0.16% | Q2 2013 | Q3 2023 | 38 |
ALLIANCEBERNSTEIN L.P. | 37 | 37 | 0.00% | 0.04% | 0.14% | Q3 2014 | Q3 2023 | 37 |
Parallax Volatility Advisers, L.P. | 19 | 2 | 0.00% | 0.06% | 0.44% | Q4 2014 | Q3 2020 | 37 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2022 | 36 |
BNP PARIBAS FINANCIAL MARKETS | 26 | 26 | 0.00% | 0.20% | 1.44% | Q2 2017 | Q3 2023 | 36 |
JUNCTURE WEALTH STRATEGIES, LLC | 36 | 36 | 0.21% | 1.73% | 3.86% | Q4 2014 | Q3 2023 | 36 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.03% | 0.12% | Q4 2013 | Q3 2023 | 36 |
Jasper Ridge Partners, L.P. | 35 | 35 | 0.02% | 0.36% | 2.37% | Q1 2015 | Q3 2023 | 35 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 32 | 3 | 0.04% | 0.12% | 0.42% | Q4 2014 | Q3 2023 | 35 |
CLEAR INVESTMENT RESEARCH, LLC | 35 | 35 | 0.00% | 0.01% | 0.09% | Q1 2015 | Q3 2023 | 35 |
NORTHERN TRUST CORP | 34 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 35 |
Balentine LLC | 35 | 35 | 0.03% | 0.41% | 3.53% | Q1 2015 | Q3 2023 | 35 |
J.P. Morgan Private Wealth Advisors LLC | 22 | 3 | 0.03% | 0.56% | 1.95% | Q3 2014 | Q3 2023 | 35 |
BRIGHTON JONES LLC | 35 | 35 | 0.05% | 0.20% | 0.51% | Q1 2015 | Q3 2023 | 35 |
Sequent Asset Management, LLC | 35 | 35 | 0.13% | 0.39% | 0.62% | Q1 2015 | Q3 2023 | 35 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.06% | 0.99% | 1.60% | Q2 2015 | Q3 2023 | 34 |
Friedenthal Financial | 34 | 34 | 0.17% | 0.22% | 0.26% | Q2 2015 | Q3 2023 | 34 |
Perella Weinberg Partners Capital Management LP | 14 | 1 | 0.16% | 7.35% | 24.42% | Q2 2013 | Q4 2022 | 34 |
Allianz Asset Management GmbH | 34 | 34 | 0.01% | 0.14% | 0.74% | Q2 2015 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.02% | 0.10% | 0.46% | Q2 2015 | Q3 2023 | 34 |
BANK OF NOVA SCOTIA | 16 | 2 | 0.00% | 0.22% | 1.11% | Q4 2014 | Q3 2023 | 34 |
Carroll Financial Associates, Inc. | 29 | 5 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q4 2021 | 34 |
Ameritas Investment Partners, Inc. | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Psagot Value Holdings Ltd. | 34 | 34 | 0.01% | 0.19% | 0.93% | Q2 2013 | Q3 2021 | 34 |
FIDUCIARY TRUST CO | 32 | 1 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 33 |
TELEMUS CAPITAL, LLC | 33 | 33 | 0.06% | 0.30% | 2.03% | Q3 2015 | Q3 2023 | 33 |
Courage Miller Partners, LLC | 33 | 33 | 0.18% | 0.29% | 0.33% | Q3 2015 | Q3 2023 | 33 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.02% | 0.06% | 0.38% | Q3 2015 | Q3 2023 | 33 |
FIRST MIDWEST BANK TRUST DIVISION | 33 | 33 | 0.05% | 0.82% | 1.78% | Q4 2013 | Q4 2021 | 33 |
PRUDENTIAL PLC | 33 | 33 | 0.03% | 0.35% | 1.61% | Q3 2015 | Q3 2023 | 33 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.15% | 0.63% | 2.84% | Q4 2015 | Q3 2023 | 32 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 21 | 1 | 0.09% | 1.00% | 4.65% | Q1 2014 | Q3 2023 | 32 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q1 2023 | 32 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.00% | 0.25% | 0.72% | Q4 2015 | Q3 2023 | 32 |
St. Louis Trust Co | 32 | 32 | 0.29% | 1.72% | 9.27% | Q4 2015 | Q3 2023 | 32 |
Clarius Group, LLC | 32 | 32 | 0.26% | 0.66% | 1.38% | Q4 2015 | Q3 2023 | 32 |
FRANKLIN RESOURCES INC | 21 | 1 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 32 |
Baystate Wealth Management LLC | 21 | 11 | 0.00% | 3.36% | 13.40% | Q2 2013 | Q3 2023 | 32 |
Avior Wealth Management, LLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 31 |
Freestone Capital Holdings, LLC | 30 | 1 | 0.01% | 0.16% | 0.53% | Q4 2015 | Q3 2023 | 31 |
Meristem Family Wealth, LLC | 31 | 31 | 0.11% | 0.64% | 1.26% | Q3 2014 | Q1 2022 | 31 |
Private Advisor Group, LLC | 28 | 1 | 0.01% | 0.12% | 0.25% | Q3 2014 | Q3 2023 | 31 |
NATIXIS ADVISORS, L.P. | 13 | 7 | 0.00% | 0.04% | 0.23% | Q1 2014 | Q2 2023 | 31 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.07% | 0.20% | Q3 2013 | Q3 2023 | 31 |
RPg Family Wealth Advisory, LLC | 21 | 10 | 0.03% | 0.15% | 0.36% | Q4 2015 | Q3 2023 | 31 |
Atria Investments, Inc | 14 | 1 | 0.03% | 0.10% | 0.49% | Q4 2014 | Q3 2023 | 31 |
Cornerstone Advisors, Inc. | 30 | 30 | 0.96% | 5.49% | 12.14% | Q2 2013 | Q3 2020 | 30 |
Dorsey & Whitney Trust CO LLC | 30 | 30 | 0.33% | 0.80% | 1.12% | Q2 2016 | Q3 2023 | 30 |
HANCOCK WHITNEY CORP | 30 | 30 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Capital Investment Advisors, LLC | 30 | 30 | 0.02% | 0.04% | 0.06% | Q3 2016 | Q4 2023 | 30 |
PRUDENTIAL FINANCIAL INC | 30 | 30 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 30 |
Fisher Asset Management, LLC | 27 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 30 |
Regis Management CO LLC | 29 | 29 | 0.06% | 1.10% | 2.20% | Q1 2013 | Q1 2020 | 29 |
CIBC WORLD MARKET INC. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
NORTH AMERICAN MANAGEMENT CORP | 29 | 29 | 0.11% | 0.15% | 0.21% | Q1 2014 | Q1 2021 | 29 |
Sigma Planning Corp | 27 | 2 | 0.02% | 0.19% | 0.71% | Q1 2015 | Q3 2023 | 29 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q3 2023 | 29 |
ROPES WEALTH ADVISORS LLC | 29 | 29 | 0.01% | 0.05% | 0.15% | Q3 2016 | Q3 2023 | 29 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 29 |
Polaris Wealth Advisory Group, LLC | 24 | 5 | 0.03% | 0.14% | 0.32% | Q2 2016 | Q3 2023 | 29 |
Sequoia Financial Advisors, LLC | 29 | 29 | 0.19% | 0.88% | 1.86% | Q3 2016 | Q3 2023 | 29 |
SEI INVESTMENTS CO | 28 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2022 | 29 |
Summit Rock Advisors, LP | 16 | 13 | 0.46% | 55.60% | 90.59% | Q2 2013 | Q3 2020 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.37% | 1.03% | 2.11% | Q1 2016 | Q4 2022 | 28 |
Circle Wealth Management, LLC | 28 | 28 | 0.06% | 0.13% | 0.46% | Q4 2016 | Q3 2023 | 28 |
AMG National Trust Bank | 14 | 14 | 0.02% | 0.05% | 0.09% | Q3 2016 | Q3 2023 | 28 |
Banco Santander, S.A. | 28 | 28 | 0.06% | 0.37% | 1.15% | Q4 2016 | Q3 2023 | 28 |
DIMENSION CAPITAL MANAGEMENT LLC | 28 | 28 | 3.59% | 14.21% | 19.69% | Q4 2016 | Q3 2023 | 28 |
Fund Evaluation Group, LLC | 28 | 28 | 0.03% | 0.32% | 2.76% | Q4 2016 | Q3 2023 | 28 |
NOMURA ASSET MANAGEMENT CO LTD | 20 | 8 | 0.01% | 0.02% | 0.08% | Q3 2016 | Q3 2023 | 28 |
Bogart Wealth, LLC | 28 | 28 | 0.08% | 5.70% | 17.33% | Q4 2016 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.26% | 0.52% | 0.67% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.15% | 0.37% | Q4 2016 | Q3 2023 | 28 |
GenTrust, LLC | 28 | 28 | 0.04% | 0.09% | 0.17% | Q4 2016 | Q3 2023 | 28 |
CPWM, LLC | 28 | 28 | 0.55% | 1.61% | 2.54% | Q4 2015 | Q3 2022 | 28 |
Zurich Insurance Group Ltd/FI | 28 | 28 | 0.00% | 0.05% | 0.19% | Q4 2016 | Q3 2023 | 28 |
GAM Holding AG | 27 | 1 | 0.00% | 0.18% | 0.51% | Q2 2013 | Q1 2021 | 28 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2019 | 27 |
Ausdal Financial Partners, Inc. | 27 | 27 | 0.17% | 2.00% | 5.74% | Q1 2017 | Q3 2023 | 27 |
Janney Montgomery Scott LLC | 27 | 27 | 0.00% | 0.02% | 0.17% | Q1 2017 | Q3 2023 | 27 |
StrategIQ Financial Group, LLC | 27 | 27 | 0.09% | 0.25% | 0.38% | Q1 2017 | Q3 2023 | 27 |
Baker Avenue Asset Management, LP | 23 | 4 | 0.01% | 1.34% | 6.29% | Q4 2015 | Q3 2023 | 27 |
Well Done, LLC | 27 | 27 | 0.18% | 0.87% | 1.57% | Q1 2017 | Q3 2023 | 27 |
Tower Research Capital LLC (TRC) | 10 | 1 | 0.00% | 0.03% | 0.38% | Q3 2014 | Q3 2023 | 27 |
THRIVENT FINANCIAL FOR LUTHERANS | 22 | 22 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q4 2022 | 27 |
M&T BANK CORP | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 26 |
Verger Capital Management LLC | 21 | 5 | 1.29% | 9.35% | 15.32% | Q2 2016 | Q3 2023 | 26 |
Crestone Asset Management LLC | 26 | 26 | 0.65% | 2.23% | 3.79% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.02% | 0.08% | 0.11% | Q2 2013 | Q3 2019 | 26 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 25 | 1 | 0.05% | 0.08% | 0.17% | Q4 2015 | Q3 2023 | 26 |
Cerity Partners LLC | 25 | 1 | 0.03% | 0.59% | 1.96% | Q1 2017 | Q3 2023 | 26 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.04% | 3.59% | 11.58% | Q1 2014 | Q3 2023 | 26 |
Rinet Co LLC | 26 | 26 | 0.10% | 0.25% | 0.52% | Q2 2015 | Q3 2021 | 26 |
Garde Capital, Inc. | 26 | 26 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q3 2023 | 26 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 26 | 26 | 0.01% | 0.08% | 0.14% | Q4 2013 | Q1 2020 | 26 |
New Capital Management LP | 18 | 1 | 0.15% | 0.98% | 2.14% | Q4 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.05% | 0.22% | Q2 2017 | Q3 2023 | 26 |
DOWLING & YAHNKE LLC | 26 | 26 | 0.03% | 0.05% | 0.06% | Q2 2016 | Q3 2022 | 26 |
Chicago Partners Investment Group LLC | 25 | 1 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q3 2023 | 26 |
Haverford Trust Co | 26 | 26 | 0.02% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Clal Insurance Enterprises Holdings Ltd | 16 | 2 | 0.00% | 1.18% | 2.84% | Q4 2014 | Q3 2023 | 25 |
VICTORY CAPITAL MANAGEMENT INC | 21 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q3 2023 | 25 |
WEATHERLY ASSET MANAGEMENT L. P. | 25 | 25 | 0.02% | 0.13% | 0.25% | Q4 2015 | Q4 2021 | 25 |
Peak Financial Management, Inc. | 23 | 1 | 0.62% | 1.78% | 3.10% | Q4 2015 | Q3 2023 | 25 |
MASSMUTUAL TRUST CO FSB/ADV | 21 | 1 | 0.01% | 0.13% | 0.28% | Q4 2013 | Q4 2023 | 25 |
EATON VANCE MANAGEMENT | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2022 | 25 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q3 2023 | 25 |
CAMBIAR INVESTORS LLC | 14 | 1 | 0.00% | 0.02% | 0.12% | Q4 2016 | Q3 2023 | 25 |
CAHABA WEALTH MANAGEMENT, INC. | 25 | 25 | 0.14% | 0.92% | 1.66% | Q3 2017 | Q3 2023 | 25 |
Horan Securities, Inc. | 11 | 1 | 0.02% | 0.06% | 0.12% | Q3 2016 | Q2 2023 | 25 |
Hanlon Investment Management, Inc. | 14 | 11 | 0.06% | 0.29% | 2.02% | Q4 2014 | Q2 2022 | 25 |
Stonehage Fleming Financial Services Holdings Ltd | 13 | 2 | 0.01% | 0.06% | 0.45% | Q3 2015 | Q3 2023 | 25 |
Keel Point, LLC | 20 | 5 | 0.03% | 1.63% | 3.79% | Q4 2016 | Q3 2023 | 25 |
WEST PACES ADVISORS INC. | 25 | 25 | 1.70% | 2.48% | 3.20% | Q3 2017 | Q3 2023 | 25 |
CWM, LLC | 12 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 25 |
Brightworth | 24 | 1 | 0.08% | 0.43% | 4.11% | Q4 2015 | Q3 2022 | 25 |
VALLEY NATIONAL ADVISERS INC | 24 | 24 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
NORTHWEST WEALTH MANAGEMENT, LLC | 24 | 24 | 0.12% | 0.33% | 0.65% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Gryphon Financial Partners LLC | 24 | 24 | 0.56% | 1.84% | 2.57% | Q4 2017 | Q3 2023 | 24 |
JMG Financial Group, Ltd. | 24 | 24 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Choate Investment Advisors | 24 | 24 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Corient Capital Partners, LLC | 24 | 24 | 0.24% | 0.79% | 1.69% | Q3 2016 | Q2 2022 | 24 |
Global Retirement Partners, LLC | 17 | 7 | 0.00% | 0.03% | 0.21% | Q3 2017 | Q3 2023 | 24 |
SYM FINANCIAL Corp | 24 | 24 | 0.29% | 0.65% | 1.45% | Q4 2017 | Q3 2023 | 24 |
SHEETS SMITH WEALTH MANAGEMENT | 14 | 10 | 0.04% | 0.07% | 0.10% | Q3 2017 | Q3 2023 | 24 |
Diversified Trust Co | 23 | 1 | 0.05% | 0.20% | 0.63% | Q3 2013 | Q4 2023 | 24 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 10 | 1 | 0.00% | 0.04% | 0.28% | Q4 2014 | Q3 2023 | 24 |
Stratos Wealth Partners, LTD. | 17 | 1 | 0.00% | 0.02% | 0.08% | Q3 2014 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.02% | 0.21% | 0.59% | Q4 2017 | Q3 2023 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.59% | 0.97% | 1.52% | Q4 2017 | Q3 2023 | 24 |
Strid Group, LLC | 24 | 24 | 0.05% | 0.16% | 0.29% | Q2 2017 | Q1 2023 | 24 |
PRIO WEALTH LIMITED PARTNERSHIP | 24 | 24 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q3 2023 | 24 |
MEITAV INVESTMENT HOUSE LTD | 24 | 24 | 0.06% | 0.22% | 0.84% | Q4 2017 | Q3 2023 | 24 |
STATE STREET CORP | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
TIEDEMANN ADVISORS, LLC | 24 | 24 | 0.23% | 0.60% | 2.03% | Q4 2017 | Q3 2023 | 24 |
LAKE STREET ADVISORS GROUP, LLC | 24 | 24 | 0.12% | 0.22% | 0.50% | Q4 2017 | Q3 2023 | 24 |
RETIREMENT INCOME SOLUTIONS, INC | 24 | 24 | 0.57% | 1.14% | 2.13% | Q4 2017 | Q3 2023 | 24 |
First Horizon Advisors, Inc. | 22 | 1 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q3 2023 | 23 |
Ledyard National Bank | 23 | 23 | 0.01% | 0.07% | 0.29% | Q2 2013 | Q4 2018 | 23 |
Migdal Insurance & Financial Holdings Ltd. | 19 | 2 | 0.00% | 0.06% | 0.43% | Q4 2016 | Q3 2023 | 23 |
FINANCIAL CONSULATE, INC | 23 | 23 | 0.08% | 0.17% | 1.44% | Q4 2017 | Q2 2023 | 23 |
Perigon Wealth Management, LLC | 12 | 1 | 0.00% | 0.25% | 1.08% | Q3 2011 | Q3 2023 | 23 |
Itau Unibanco Holding S.A. | 23 | 23 | 0.06% | 0.42% | 2.21% | Q2 2016 | Q4 2021 | 23 |
Montecito Bank & Trust | 23 | 23 | 0.18% | 0.21% | 0.24% | Q2 2018 | Q4 2023 | 23 |
Accuvest Global Advisors | 11 | 2 | 0.16% | 1.71% | 8.06% | Q2 2013 | Q3 2023 | 23 |
Fiera Capital Corp | 20 | 1 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q4 2020 | 23 |
Signature Financial Management, Inc. | 23 | 23 | 0.91% | 2.60% | 8.67% | Q2 2013 | Q4 2018 | 23 |
PATHSTONE FAMILY OFFICE, LLC | 21 | 2 | 0.00% | 0.44% | 1.45% | Q1 2017 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.01% | 0.11% | 0.36% | Q1 2018 | Q3 2023 | 23 |
Bison Wealth, LLC | 21 | 2 | 0.09% | 0.21% | 0.41% | Q1 2015 | Q2 2022 | 23 |
FAS Wealth Partners, Inc. | 23 | 23 | 0.01% | 0.24% | 0.78% | Q1 2018 | Q3 2023 | 23 |
GM Advisory Group, LLC | 12 | 10 | 0.02% | 0.10% | 0.27% | Q2 2017 | Q3 2023 | 22 |
COLDSTREAM CAPITAL MANAGEMENT INC | 8 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2022 | 22 |
HOWE & RUSLING INC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 22 |
FRONTIER INVESTMENT MGMT CO | 22 | 22 | 0.08% | 0.14% | 0.18% | Q1 2015 | Q2 2020 | 22 |
BDO Wealth Advisors, LLC | 14 | 1 | 0.00% | 0.06% | 0.12% | Q2 2017 | Q2 2023 | 22 |
DEUTSCHE BANK AG\ | 15 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q1 2022 | 22 |
VOYA INVESTMENT MANAGEMENT LLC | 16 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2023 | 22 |
First Allied Advisory Services, Inc. | 12 | 1 | 0.01% | 0.34% | 1.06% | Q2 2013 | Q3 2020 | 22 |
Sharkey, Howes & Javer | 14 | 2 | 0.04% | 0.14% | 0.28% | Q3 2015 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.17% | 0.24% | 0.40% | Q2 2018 | Q3 2023 | 22 |
Columbus Macro, LLC | 16 | 5 | 0.07% | 1.31% | 3.67% | Q4 2017 | Q3 2023 | 21 |
WestEnd Advisors, LLC | 18 | 1 | 0.00% | 0.11% | 0.74% | Q3 2016 | Q3 2023 | 21 |
TCI Wealth Advisors, Inc. | 21 | 21 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q1 2023 | 21 |
Waverly Advisors, LLC | 19 | 2 | 0.00% | 0.10% | 0.36% | Q3 2013 | Q3 2023 | 21 |
BARINGS LLC | 10 | 5 | 0.02% | 0.18% | 0.68% | Q4 2017 | Q3 2023 | 21 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 21 |
NORRIS PERNE & FRENCH LLP/MI | 21 | 21 | 0.03% | 0.05% | 0.06% | Q1 2017 | Q1 2022 | 21 |
MATHER GROUP, LLC. | 21 | 21 | 0.01% | 0.05% | 0.14% | Q3 2018 | Q3 2023 | 21 |
ANCHOR CAPITAL ADVISORS LLC | 19 | 1 | 0.01% | 0.98% | 19.81% | Q4 2014 | Q3 2023 | 21 |
HARDING LOEVNER LP | 17 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 21 |
Mirae Asset Global Investments Co., Ltd. | 21 | 21 | 0.02% | 0.22% | 0.66% | Q3 2018 | Q3 2023 | 21 |
Cetera Advisor Networks LLC | 20 | 1 | 0.01% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.48% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q3 2022 | 20 |
Atwater Malick LLC | 20 | 20 | 1.62% | 2.52% | 4.10% | Q4 2018 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.08% | 0.19% | 0.77% | Q4 2017 | Q4 2022 | 20 |
Wealth Architects, LLC | 20 | 20 | 0.07% | 0.12% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Wind River Trust Co | 20 | 20 | 3.59% | 5.14% | 6.90% | Q4 2018 | Q3 2023 | 20 |
ALTFEST L J & CO INC | 20 | 20 | 0.08% | 0.61% | 2.29% | Q4 2018 | Q3 2023 | 20 |
WealthTrust Fairport, LLC | 11 | 2 | 0.00% | 0.30% | 0.70% | Q2 2013 | Q1 2019 | 20 |
NYL Investors LLC | 20 | 20 | 0.24% | 1.97% | 4.79% | Q4 2018 | Q3 2023 | 20 |
MINOT CAPITAL, LP | 20 | 20 | 10.19% | 19.56% | 27.52% | Q4 2018 | Q3 2023 | 20 |
Cresset Asset Management, LLC | 20 | 20 | 0.02% | 0.38% | 1.57% | Q4 2018 | Q3 2023 | 20 |
ARGI Investment Services, LLC | 20 | 20 | 0.02% | 0.05% | 0.07% | Q1 2018 | Q4 2022 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.03% | 0.48% | 1.20% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.10% | 0.17% | 0.35% | Q3 2017 | Q2 2022 | 20 |
MV CAPITAL MANAGEMENT, INC. | 20 | 20 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.05% | 0.49% | 2.05% | Q4 2018 | Q3 2023 | 20 |
RFG Advisory, LLC | 20 | 20 | 0.02% | 0.20% | 0.78% | Q4 2018 | Q3 2023 | 20 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.19% | 1.71% | 4.82% | Q4 2018 | Q3 2023 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
SNS Financial Group, LLC | 20 | 20 | 0.43% | 0.63% | 1.19% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.30% | 1.00% | 3.52% | Q4 2018 | Q3 2023 | 20 |
WADDELL & ASSOCIATES, LLC | 20 | 20 | 0.36% | 1.50% | 5.04% | Q4 2018 | Q3 2023 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.13% | 0.60% | 1.68% | Q4 2018 | Q3 2023 | 20 |
Laird Norton Wetherby Wealth Management, LLC | 18 | 2 | 0.00% | 0.05% | 0.08% | Q3 2017 | Q3 2023 | 20 |
Winthrop Advisory Group LLC | 20 | 20 | 0.05% | 0.27% | 0.98% | Q4 2018 | Q3 2023 | 20 |
Baird Financial Group, Inc. | 14 | 6 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 20 |
Summit Trail Advisors, LLC | 15 | 2 | 0.05% | 0.14% | 0.35% | Q4 2017 | Q3 2023 | 20 |
Disciplina Capital Management LLC | 20 | 20 | 0.00% | 0.67% | 3.16% | Q4 2018 | Q3 2023 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.14% | 0.26% | 0.63% | Q4 2018 | Q3 2023 | 20 |
Clearstead Advisors, LLC | 10 | 2 | 0.01% | 0.11% | 0.96% | Q4 2016 | Q3 2023 | 19 |
LexAurum Advisors, LLC | 19 | 19 | 1.28% | 1.60% | 2.22% | Q1 2019 | Q3 2023 | 19 |
Gradient Investments LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
RDA Financial Network | 19 | 19 | 0.81% | 1.18% | 2.07% | Q1 2019 | Q3 2023 | 19 |
VISTA CAPITAL PARTNERS, INC. | 15 | 4 | 0.03% | 0.06% | 0.08% | Q2 2015 | Q1 2022 | 19 |
Waldron Private Wealth LLC | 19 | 19 | 0.03% | 0.83% | 1.26% | Q1 2019 | Q3 2023 | 19 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.07% | 0.42% | Q4 2014 | Q3 2023 | 19 |
GREAT VALLEY ADVISOR GROUP, INC. | 19 | 19 | 0.07% | 1.40% | 3.40% | Q1 2019 | Q3 2023 | 19 |
Intercontinental Wealth Advisors, LLC | 19 | 19 | 2.67% | 4.52% | 9.41% | Q4 2018 | Q2 2023 | 19 |
MainStreet Investment Advisors LLC | 18 | 1 | 0.05% | 0.34% | 0.52% | Q4 2018 | Q3 2023 | 19 |
Kovitz Investment Group Partners, LLC | 19 | 19 | 0.02% | 0.15% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Archford Capital Strategies, LLC | 18 | 18 | 0.01% | 0.13% | 0.37% | Q2 2019 | Q3 2023 | 18 |
BerganKDV Wealth Management, LLC | 11 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 18 |
Keystone Financial Group | 18 | 18 | 0.10% | 0.18% | 0.35% | Q1 2018 | Q2 2022 | 18 |
BOSTON FAMILY OFFICE LLC | 16 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2018 | 18 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.13% | 0.79% | 2.24% | Q4 2014 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Veritable, L.P. | 9 | 1 | 0.00% | 0.06% | 0.20% | Q4 2013 | Q2 2023 | 18 |
BB&T SECURITIES, LLC | 10 | 8 | 0.00% | 0.06% | 0.12% | Q1 2014 | Q3 2019 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2021 | 18 |
Brinker Capital Investments, LLC | 14 | 1 | 0.00% | 0.18% | 0.38% | Q4 2014 | Q2 2022 | 18 |
BROWN BROTHERS HARRIMAN & CO | 13 | 5 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 18 |
Barrington Strategic Wealth Management Group LLC | 18 | 18 | 1.19% | 1.52% | 2.30% | Q2 2013 | Q3 2017 | 18 |
AE Wealth Management LLC | 18 | 18 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Regal Investment Advisors LLC | 10 | 1 | 0.02% | 0.05% | 0.10% | Q3 2018 | Q3 2023 | 18 |
COLONY GROUP LLC | 11 | 7 | 0.01% | 0.04% | 0.16% | Q3 2018 | Q3 2023 | 18 |
Arlington Partners LLC | 14 | 4 | 0.26% | 2.15% | 7.44% | Q1 2018 | Q2 2023 | 18 |
TEXAS TREASURY SAFEKEEPING TRUST CO | 17 | 1 | 11.96% | 24.96% | 39.25% | Q1 2018 | Q3 2022 | 18 |
WEALTHSOURCE PARTNERS, LLC | 15 | 3 | 0.02% | 0.16% | 1.06% | Q1 2019 | Q3 2023 | 18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
SG Americas Securities, LLC | 6 | 1 | 0.00% | 0.15% | 0.56% | Q2 2013 | Q3 2023 | 18 |
Modus Advisors, LLC | 17 | 17 | 0.29% | 0.33% | 0.45% | Q4 2019 | Q4 2023 | 17 |
JENNISON ASSOCIATES LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
HAP Trading, LLC | 4 | 2 | 0.00% | 0.40% | 5.40% | Q2 2017 | Q2 2023 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.37% | 4.48% | 49.37% | Q2 2013 | Q2 2017 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.02% | 0.05% | 0.17% | Q2 2013 | Q2 2017 | 17 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.01% | 0.04% | 0.08% | Q1 2019 | Q3 2023 | 17 |
Avidian Wealth Solutions, LLC | 16 | 1 | 0.03% | 0.21% | 1.04% | Q4 2018 | Q3 2023 | 17 |
SIMON QUICK ADVISORS, LLC | 11 | 6 | 0.00% | 0.16% | 0.46% | Q4 2018 | Q3 2023 | 17 |
Karpus Management, Inc. | 17 | 17 | 0.01% | 0.24% | 1.01% | Q2 2019 | Q2 2023 | 17 |
MAI Capital Management | 6 | 3 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 17 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 17 | 17 | 0.14% | 0.33% | 0.61% | Q2 2013 | Q2 2017 | 17 |
ATLAS CAPITAL ADVISORS LLC | 12 | 5 | 0.00% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.04% | 0.04% | 0.06% | Q3 2019 | Q3 2023 | 17 |
Clarus Wealth Advisors | 12 | 5 | 0.00% | 1.01% | 2.37% | Q2 2018 | Q3 2022 | 17 |
Fulcrum Equity Management | 10 | 3 | 0.26% | 0.71% | 1.38% | Q1 2019 | Q3 2023 | 17 |
Aveo Capital Partners, LLC | 17 | 17 | 0.21% | 0.50% | 1.18% | Q4 2016 | Q4 2020 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2023 | 17 |
CIDEL ASSET MANAGEMENT INC | 11 | 1 | 0.01% | 0.08% | 0.59% | Q1 2017 | Q1 2023 | 17 |
Patriot Financial Group Insurance Agency, LLC | 15 | 1 | 0.01% | 0.20% | 1.11% | Q1 2018 | Q2 2022 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Belmont Capital, LLC | 16 | 16 | 0.23% | 0.55% | 0.96% | Q4 2019 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.26% | 0.80% | 3.82% | Q4 2019 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 0.02% | 0.61% | 1.22% | Q4 2019 | Q3 2023 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 2.97% | 5.05% | 10.97% | Q3 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.02% | 0.09% | 0.51% | Q4 2019 | Q3 2023 | 16 |
DT Investment Partners, LLC | 15 | 1 | 0.33% | 0.74% | 1.60% | Q4 2018 | Q3 2023 | 16 |
Richard Bernstein Advisors LLC | 7 | 4 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q4 2022 | 16 |
Pure Financial Advisors, LLC | 16 | 16 | 0.04% | 0.05% | 0.05% | Q1 2020 | Q4 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.55% | 0.95% | 2.17% | Q4 2019 | Q3 2023 | 16 |
Strategic Blueprint, LLC | 15 | 1 | 0.00% | 0.85% | 4.40% | Q3 2019 | Q3 2023 | 16 |
CLIENT 1ST ADVISORY GROUP, LLC | 16 | 16 | 0.24% | 2.12% | 14.01% | Q4 2019 | Q3 2023 | 16 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.65% | 2.78% | Q2 2010 | Q3 2023 | 16 |
Total Clarity Wealth Management, Inc. | 16 | 16 | 0.12% | 0.24% | 0.39% | Q4 2019 | Q3 2023 | 16 |
NORTHERN CAPITAL MANAGEMENT LLC | 16 | 16 | 0.15% | 0.31% | 0.55% | Q1 2015 | Q4 2018 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.04% | 0.19% | 0.62% | Q4 2018 | Q3 2022 | 16 |
ST GERMAIN D J CO INC | 13 | 3 | 0.04% | 0.08% | 0.24% | Q4 2019 | Q4 2023 | 16 |
ROVIN CAPITAL /UT/ /ADV | 16 | 16 | 0.19% | 0.31% | 0.45% | Q4 2019 | Q3 2023 | 16 |
Astoria Strategic Wealth, Inc. | 16 | 16 | 0.52% | 0.84% | 2.69% | Q4 2019 | Q3 2023 | 16 |
Risk Paradigm Group, LLC | 16 | 16 | 0.18% | 1.24% | 3.60% | Q1 2015 | Q4 2018 | 16 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q2 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.52% | 0.80% | 1.30% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q3 2023 | 16 |
EPIQ Capital Group, LLC | 16 | 16 | 3.45% | 8.77% | 15.54% | Q4 2019 | Q3 2023 | 16 |
TFO Wealth Partners, LLC | 16 | 16 | 0.01% | 0.62% | 3.20% | Q4 2019 | Q3 2023 | 16 |
Geneos Wealth Management Inc. | 14 | 2 | 0.00% | 0.01% | 0.19% | Q3 2017 | Q4 2021 | 16 |
Nationwide Asset Management LLC | 16 | 16 | 0.20% | 22.09% | 72.24% | Q4 2019 | Q3 2023 | 16 |
MONETA GROUP INVESTMENT ADVISORS LLC | 6 | 4 | 0.01% | 0.08% | 0.27% | Q4 2018 | Q3 2023 | 16 |
Strategic Family Wealth Counselors, L.L.C. | 16 | 16 | 0.15% | 0.48% | 1.90% | Q4 2019 | Q3 2023 | 16 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 16 |
Arden Trust Co | 14 | 1 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q4 2023 | 15 |
Arkos Global Advisors | 15 | 15 | 0.34% | 0.73% | 1.71% | Q1 2020 | Q3 2023 | 15 |
Beirne Wealth Consulting Services, LLC | 15 | 15 | 0.84% | 4.52% | 6.77% | Q1 2020 | Q3 2023 | 15 |
Cordasco Financial Network | 15 | 15 | 0.08% | 0.11% | 0.18% | Q4 2018 | Q2 2022 | 15 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 15 | 15 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2023 | 15 |
BT Wealth Management LLC | 15 | 15 | 0.22% | 0.49% | 0.81% | Q4 2018 | Q2 2022 | 15 |
Wealthspire Advisors, L.P. | 14 | 1 | 0.00% | 0.02% | 0.27% | Q4 2015 | Q3 2020 | 15 |
Ballew Advisors, Inc | 11 | 4 | 0.22% | 0.31% | 0.44% | Q4 2017 | Q3 2023 | 15 |
Essex Financial Services, Inc. | 12 | 3 | 0.04% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 0.26% | 0.28% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.04% | 0.13% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.02% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Barber Financial Group, Inc. | 12 | 3 | 0.04% | 0.24% | 0.93% | Q4 2016 | Q1 2023 | 15 |
BRANDYWINE MANAGERS, LLC | 12 | 3 | 10.04% | 24.57% | 91.69% | Q1 2015 | Q3 2023 | 15 |
Madrona Financial Services, LLC | 15 | 15 | 3.36% | 18.12% | 24.46% | Q1 2020 | Q3 2023 | 15 |
CNB Bank | 8 | 7 | 0.03% | 0.04% | 0.04% | Q3 2019 | Q3 2023 | 15 |
VPR Management LLC | 15 | 15 | 1.05% | 1.42% | 3.16% | Q1 2020 | Q3 2023 | 15 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 15 | 15 | 0.01% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2016 | 15 |
Cedar Wealth Management, LLC | 15 | 15 | 0.04% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Ifrah Financial Services, Inc. | 15 | 15 | 0.16% | 0.16% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Westside Investment Management, Inc. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Alhambra Investment Management LLC | 14 | 1 | 0.29% | 0.45% | 0.53% | Q4 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q2 2016 | Q4 2019 | 15 |
BigSur Wealth Management LLC | 13 | 1 | 0.02% | 0.06% | 0.53% | Q1 2018 | Q3 2023 | 15 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 15 | 15 | 0.01% | 0.03% | 0.08% | Q1 2020 | Q3 2023 | 15 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 1 | 0.01% | 0.02% | 0.09% | Q1 2018 | Q1 2022 | 15 |
Prospera Financial Services Inc | 5 | 1 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q3 2023 | 15 |
SYNOVUS FINANCIAL CORP | 8 | 7 | 0.00% | 0.02% | 0.14% | Q4 2018 | Q3 2023 | 15 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 15 | 15 | 0.14% | 0.31% | 0.96% | Q1 2020 | Q3 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.02% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
Vivaldi Capital Management LP | 15 | 15 | 0.70% | 0.89% | 1.73% | Q1 2020 | Q3 2023 | 15 |
Wealthspire Advisors, LLC | 14 | 1 | 0.00% | 0.15% | 0.45% | Q4 2018 | Q3 2023 | 15 |
NAVELLIER & ASSOCIATES INC | 5 | 1 | 0.02% | 0.08% | 0.24% | Q2 2014 | Q4 2019 | 15 |
AMERICAN INTERNATIONAL GROUP, INC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2018 | 14 |
Robertson Stephens Wealth Management, LLC | 8 | 6 | 0.07% | 0.14% | 0.26% | Q4 2018 | Q2 2022 | 14 |
Rossmore Private Capital | 14 | 14 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2023 | 14 |
Evolution Wealth Advisors, LLC | 9 | 1 | 0.03% | 0.06% | 0.12% | Q3 2019 | Q3 2023 | 14 |
FIRST CITIZENS BANK & TRUST CO | 9 | 5 | 0.01% | 0.28% | 2.89% | Q4 2019 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.19% | 0.70% | 1.06% | Q3 2020 | Q4 2023 | 14 |
Edgehill Endowment Partners, LLC | 14 | 14 | 4.95% | 14.33% | 24.70% | Q4 2018 | Q1 2022 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2022 | 14 |
SHELL ASSET MANAGEMENT CO | 14 | 14 | 0.00% | 0.11% | 0.64% | Q2 2014 | Q3 2017 | 14 |
Sowell Financial Services LLC | 10 | 1 | 0.03% | 0.15% | 0.31% | Q1 2019 | Q3 2023 | 14 |
Parasol Investment Management, LLC | 14 | 14 | 5.16% | 6.63% | 8.24% | Q4 2013 | Q1 2017 | 14 |
Global Strategic Investment Solutions, LLC | 14 | 14 | 0.01% | 0.04% | 0.06% | Q2 2020 | Q3 2023 | 14 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 8 | 6 | 0.13% | 0.47% | 0.93% | Q4 2019 | Q3 2023 | 14 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14 | 14 | 0.06% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 14 |
PDS Planning, Inc | 6 | 1 | 0.03% | 0.09% | 0.24% | Q4 2017 | Q3 2023 | 14 |
USAdvisors Wealth Management, LLC | 14 | 14 | 0.80% | 2.67% | 3.80% | Q2 2020 | Q3 2023 | 14 |
FormulaFolio Investments, LLC | 14 | 14 | 0.04% | 0.23% | 0.50% | Q1 2018 | Q2 2021 | 14 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Manchester Capital Management LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Essex Savings Bank | 7 | 3 | 0.06% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 14 |
Equitable Holdings, Inc. | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q3 2023 | 14 |
MADISON WEALTH MANAGEMENT | 14 | 14 | 0.10% | 0.27% | 0.47% | Q2 2020 | Q3 2023 | 14 |
Hudson Bay Capital Management LP | 5 | 1 | 0.01% | 0.98% | 3.59% | Q4 2015 | Q3 2023 | 14 |
Anchor Investment Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2023 | 14 |
Fieldpoint Private Securities, LLC | 14 | 14 | 0.12% | 0.14% | 0.18% | Q1 2019 | Q2 2022 | 14 |
3EDGE Asset Management, LP | 13 | 1 | 0.00% | 5.53% | 22.33% | Q4 2016 | Q4 2020 | 14 |
Northside Capital Management, LLC | 14 | 14 | 0.84% | 1.16% | 1.67% | Q2 2020 | Q3 2023 | 14 |
ACG Wealth | 14 | 14 | 0.11% | 0.19% | 0.25% | Q4 2018 | Q1 2022 | 14 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 14 |
Covenant Multifamily Offices, LLC | 8 | 1 | 0.04% | 7.58% | 22.15% | Q4 2013 | Q3 2021 | 14 |
ADVISORY RESEARCH INC | 8 | 1 | 0.02% | 0.42% | 2.65% | Q4 2017 | Q3 2023 | 14 |
MYCIO WEALTH PARTNERS, LLC | 5 | 4 | 0.00% | 0.23% | 0.40% | Q2 2013 | Q3 2023 | 14 |
O'Brien Wealth Partners LLC | 14 | 14 | 0.07% | 4.74% | 14.32% | Q1 2020 | Q2 2023 | 14 |
Svenska Handelsbanken AB (publ) | 13 | 13 | 0.10% | 1.40% | 3.21% | Q4 2015 | Q4 2018 | 13 |
LYNCH & ASSOCIATES/IN | 13 | 13 | 0.26% | 0.67% | 0.87% | Q1 2015 | Q1 2018 | 13 |
Northeast Financial Consultants Inc | 5 | 1 | 0.01% | 0.03% | 0.09% | Q2 2015 | Q3 2023 | 13 |
Qube Research & Technologies Ltd | 5 | 3 | 0.00% | 0.07% | 0.29% | Q4 2019 | Q3 2023 | 13 |
Capital Advisors, Ltd. LLC | 13 | 13 | 0.06% | 0.07% | 0.08% | Q1 2016 | Q1 2019 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 13 |
Capital International Investors | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
LifePlan Financial Group, Inc | 11 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2020 | 13 |
KELLOGG W K FOUNDATION TRUST | 7 | 6 | 0.70% | 1.47% | 5.10% | Q2 2013 | Q1 2022 | 13 |
Lenox Wealth Advisors, LLC | 8 | 5 | 0.00% | 0.58% | 1.96% | Q3 2013 | Q3 2019 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 13 |
Rikoon Group, LLC | 13 | 13 | 0.12% | 0.16% | 0.30% | Q3 2016 | Q3 2019 | 13 |
Country Club Trust Company, n.a. | 7 | 1 | 0.02% | 0.04% | 0.12% | Q4 2015 | Q4 2021 | 13 |
Hirtle Callaghan & Co LLC | 13 | 13 | 0.00% | 0.14% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Focused Wealth Management, Inc | 8 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 13 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 13 |
NATIXIS | 8 | 1 | 0.01% | 0.12% | 0.47% | Q2 2019 | Q3 2023 | 13 |
Allworth Financial LP | 9 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 13 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 8 | 5 | 0.01% | 0.86% | 2.51% | Q1 2017 | Q4 2020 | 13 |
Ballentine Partners, LLC | 11 | 1 | 0.01% | 0.09% | 0.12% | Q3 2016 | Q3 2023 | 13 |
CAPE ANN SAVINGS BANK | 12 | 1 | 0.26% | 0.35% | 0.51% | Q2 2020 | Q3 2023 | 13 |
EP Wealth Advisors, LLC | 13 | 13 | 0.04% | 0.15% | 0.74% | Q3 2020 | Q3 2023 | 13 |
Chanos & Co LP | 7 | 5 | 0.15% | 2.51% | 6.31% | Q1 2015 | Q4 2019 | 13 |
Hemington Wealth Management | 12 | 12 | 0.21% | 0.25% | 0.32% | Q4 2020 | Q3 2023 | 12 |
Modera Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 12 |
BARING ASSET MANAGEMENT Ltd | 11 | 1 | 0.06% | 0.16% | 0.21% | Q3 2014 | Q3 2017 | 12 |
Granger Management LLC | 12 | 12 | 1.83% | 24.80% | 37.32% | Q4 2020 | Q3 2023 | 12 |
Fort Point Capital Partners LLC | 12 | 12 | 1.38% | 2.61% | 3.76% | Q3 2020 | Q2 2023 | 12 |
Lido Advisors, LLC | 10 | 2 | 0.01% | 0.05% | 0.23% | Q2 2018 | Q2 2023 | 12 |
Financial Enhancement Group LLC | 9 | 1 | 0.00% | 0.87% | 1.11% | Q2 2015 | Q3 2023 | 12 |
HBK Sorce Advisory LLC | 8 | 4 | 0.01% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
HOLLENCREST CAPITAL MANAGEMENT | 8 | 4 | 0.00% | 0.05% | 0.08% | Q4 2013 | Q3 2023 | 12 |
Roth Financial Partners LLC | 12 | 12 | 1.06% | 1.34% | 1.82% | Q4 2020 | Q3 2023 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 6 | 3 | 0.00% | 0.14% | 0.81% | Q1 2014 | Q3 2023 | 12 |
Wescott Financial Advisory Group, LLC | 12 | 12 | 0.28% | 0.38% | 0.59% | Q4 2020 | Q3 2023 | 12 |
Sageworth Trust Co of South Dakota | 12 | 12 | 9.68% | 20.91% | 41.76% | Q4 2020 | Q3 2023 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Sigma Investment Management Co | 12 | 12 | 0.16% | 1.22% | 2.61% | Q1 2013 | Q4 2015 | 12 |
Brookstone Capital Management | 10 | 1 | 0.02% | 0.08% | 0.70% | Q2 2017 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 1.00% | 1.48% | 1.94% | Q4 2020 | Q3 2023 | 12 |
MERCER GLOBAL ADVISORS INC /ADV | 12 | 12 | 0.00% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Price Wealth, LLC | 12 | 12 | 0.13% | 0.21% | 0.37% | Q4 2017 | Q3 2020 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SCS Capital Management LLC | 12 | 12 | 0.01% | 0.23% | 0.94% | Q4 2020 | Q3 2023 | 12 |
Phoenix Holdings Ltd. | 5 | 2 | 0.00% | 0.04% | 0.12% | Q3 2019 | Q3 2023 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 0.48% | 1.21% | 1.68% | Q4 2020 | Q3 2023 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.12% | 0.24% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.05% | 0.12% | 0.22% | Q4 2020 | Q3 2023 | 12 |
Trexquant Investment LP | 6 | 1 | 0.01% | 0.03% | 0.08% | Q3 2019 | Q3 2023 | 12 |
Cetera Investment Advisers | 12 | 12 | 0.02% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 12 | 12 | 2.38% | 3.19% | 4.92% | Q4 2017 | Q3 2020 | 12 |
Virtu KCG Holdings LLC | 5 | 1 | 0.01% | 0.05% | 0.28% | Q3 2013 | Q1 2017 | 12 |
Capital Research Global Investors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Element Wealth, LLC | 12 | 12 | 0.00% | 0.07% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Ashford Advisors, LLC | 12 | 12 | 0.25% | 0.83% | 1.60% | Q4 2020 | Q3 2023 | 12 |
Seven Post Investment Office LP | 7 | 1 | 0.06% | 0.18% | 0.54% | Q1 2020 | Q3 2023 | 12 |
Sunflower Bank, N.A. | 12 | 12 | 0.33% | 0.86% | 1.54% | Q4 2020 | Q3 2023 | 12 |
Capital World Investors | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.23% | 0.30% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 1.08% | 1.28% | 1.45% | Q4 2020 | Q3 2023 | 12 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 6 | 1 | 0.06% | 0.07% | 0.07% | Q1 2020 | Q3 2023 | 12 |
Ironwood Wealth Management, LLC. | 12 | 12 | 0.02% | 0.05% | 0.09% | Q4 2020 | Q3 2023 | 12 |
STEPHENS INC /AR/ | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
KCM INVESTMENT ADVISORS LLC | 12 | 12 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 12 |
Faithward Advisors, LLC | 5 | 2 | 0.00% | 0.07% | 0.71% | Q3 2019 | Q2 2023 | 12 |
Neuberger Berman Group LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 12 |
Professional Financial Advisors, LLC | 9 | 2 | 0.01% | 0.22% | 1.22% | Q4 2019 | Q3 2022 | 11 |
Golden State Wealth Management, LLC | 7 | 1 | 0.21% | 0.30% | 0.42% | Q1 2019 | Q1 2022 | 11 |
ROCKEFELLER FINANCIAL SERVICES INC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2016 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 9 | 2 | 0.00% | 0.57% | 1.41% | Q3 2020 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q2 2023 | 11 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.14% | 0.59% | Q1 2015 | Q1 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.60% | 0.75% | 0.87% | Q4 2019 | Q2 2022 | 11 |
Greystone Financial Group, LLC | 7 | 4 | 0.12% | 0.19% | 0.25% | Q4 2020 | Q3 2023 | 11 |
PEAK FINANCIAL ADVISORS LLC | 11 | 11 | 0.42% | 0.67% | 1.16% | Q4 2020 | Q2 2023 | 11 |
NorthCoast Asset Management LLC | 10 | 1 | 0.04% | 0.57% | 0.86% | Q4 2018 | Q3 2021 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BlackRock Investment Management, LLC | 10 | 1 | 0.00% | 0.03% | 0.14% | Q4 2013 | Q4 2016 | 11 |
APPLETON GROUP, LLC | 11 | 11 | 4.44% | 11.73% | 16.95% | Q2 2013 | Q4 2015 | 11 |
Bernicke Wealth Management, Ltd. | 11 | 11 | 0.44% | 11.37% | 13.89% | Q4 2017 | Q2 2020 | 11 |
Cassia Capital Partners, LLC | 8 | 3 | 0.44% | 5.62% | 9.66% | Q4 2020 | Q3 2023 | 11 |
Transamerica Financial Advisors, Inc. | 9 | 2 | 0.00% | 0.17% | 0.80% | Q3 2014 | Q3 2018 | 11 |
LEVEL FOUR ADVISORY SERVICES, LLC | 5 | 1 | 0.02% | 0.18% | 0.54% | Q4 2016 | Q2 2020 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 11 |
Rehmann Capital Advisory Group | 6 | 2 | 0.02% | 0.07% | 0.28% | Q1 2018 | Q1 2022 | 11 |
Mariner Wealth Advisors-Cincinnati, LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q1 2016 | Q3 2018 | 11 |
CORNERSTONE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 2.09% | 10.42% | 33.04% | Q1 2021 | Q3 2023 | 11 |
Gemmer Asset Management LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2022 | 11 |
SevenOneSeven Capital Management | 11 | 11 | 0.08% | 0.11% | 0.14% | Q1 2021 | Q3 2023 | 11 |
COMMERCE BANK | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
NOTTINGHAM ADVISORS, INC. | 11 | 11 | 0.89% | 5.59% | 11.08% | Q1 2021 | Q3 2023 | 11 |
Blue Chip Partners, LLC | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 1.13% | 2.01% | 2.48% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.00% | 0.04% | 0.04% | Q4 2017 | Q2 2020 | 11 |
WealthShield Partners, LLC | 8 | 1 | 0.00% | 0.12% | 0.21% | Q4 2018 | Q1 2023 | 11 |
Advisory Alpha, LLC | 8 | 1 | 0.04% | 0.23% | 0.44% | Q2 2018 | Q3 2023 | 11 |
Rain Capital Management, LLC | 11 | 11 | 0.25% | 0.40% | 0.78% | Q1 2021 | Q3 2023 | 11 |
Polen Capital Management | 10 | 1 | 0.00% | 0.03% | 0.11% | Q4 2020 | Q3 2023 | 11 |
Community Bank, N.A. | 11 | 11 | 0.75% | 2.10% | 3.39% | Q1 2021 | Q3 2023 | 11 |
SCHRODERS IS Ltd | 9 | 1 | 2.03% | 2.96% | 3.98% | Q1 2017 | Q3 2019 | 10 |
FDx Advisors, Inc. | 8 | 2 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q1 2023 | 10 |
HoyleCohen, LLC | 6 | 4 | 0.03% | 0.13% | 0.25% | Q4 2018 | Q3 2023 | 10 |
Affiance Financial, LLC | 10 | 10 | 0.02% | 0.14% | 0.23% | Q3 2020 | Q4 2022 | 10 |
Ninety One UK Ltd | 8 | 1 | 0.02% | 0.08% | 0.17% | Q1 2014 | Q4 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Financial Management Professionals, Inc. | 5 | 1 | 0.05% | 2.12% | 4.35% | Q1 2020 | Q3 2023 | 10 |
Beaumont Financial Partners, LLC | 7 | 1 | 0.02% | 0.08% | 0.42% | Q4 2015 | Q2 2021 | 10 |
Private Wealth Advisors, Inc. | 9 | 1 | 0.09% | 0.20% | 0.49% | Q2 2017 | Q4 2019 | 10 |
Bank of New Hampshire | 10 | 10 | 0.03% | 0.05% | 0.07% | Q2 2021 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2020 | 10 |
Smith Anglin Financial, LLC | 5 | 5 | 0.06% | 2.47% | 9.26% | Q4 2020 | Q3 2023 | 10 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 10 |
Bell Rock Capital LLC | 10 | 10 | 0.02% | 0.17% | 0.32% | Q4 2017 | Q1 2020 | 10 |
QS Investors, LLC | 4 | 3 | 0.00% | 0.03% | 0.12% | Q2 2015 | Q3 2020 | 10 |
Omnia Family Wealth, LLC | 10 | 10 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2019 | 10 |
Clarkston Capital Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2022 | 10 |
Alpha Cubed Investments, LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 10 |
Hefty Wealth Partners | 10 | 10 | 0.09% | 0.11% | 0.17% | Q4 2015 | Q1 2018 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.02% | 0.09% | 0.17% | Q1 2019 | Q3 2021 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.04% | 0.09% | 0.18% | Q4 2020 | Q1 2023 | 10 |
HighTower Trust Company, N.A. | 10 | 10 | 0.09% | 0.10% | 0.12% | Q3 2017 | Q4 2019 | 10 |
Portland Global Advisors LLC | 10 | 10 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 10 |
Juniper Hill Capital Management LP | 8 | 1 | 7.88% | 21.92% | 39.18% | Q3 2020 | Q4 2022 | 9 |
BRANDES INVESTMENT PARTNERS, LP | 3 | 1 | 0.01% | 0.04% | 0.12% | Q4 2015 | Q4 2020 | 9 |
SHELTON CAPITAL MANAGEMENT | 6 | 3 | 0.01% | 0.02% | 0.02% | Q1 2016 | Q3 2023 | 9 |
Twele Capital Management, Inc. | 9 | 9 | 0.09% | 0.51% | 1.17% | Q4 2018 | Q4 2020 | 9 |
Chesley Taft & Associates LLC | 6 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 9 |
Wealth Advisory Solutions, LLC | 8 | 1 | 0.00% | 0.89% | 1.28% | Q4 2019 | Q1 2022 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q3 2015 | 9 |
Kovack Advisors, Inc. | 9 | 9 | 0.09% | 0.12% | 0.14% | Q3 2017 | Q3 2019 | 9 |
ATTICUS WEALTH MANAGEMENT, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 9 |
TORONTO DOMINION BANK | 7 | 2 | 0.09% | 0.56% | 0.89% | Q2 2020 | Q3 2023 | 9 |
Golden State Equity Partners | 6 | 3 | 0.06% | 0.11% | 0.14% | Q4 2020 | Q3 2023 | 9 |
Dentgroup LLC | 9 | 9 | 0.20% | 0.43% | 0.54% | Q4 2021 | Q4 2023 | 9 |
Virtu Financial LLC | 2 | 1 | 0.03% | 0.08% | 0.16% | Q4 2014 | Q4 2019 | 9 |
Fusion Investment Group, LLC | 9 | 9 | 1.23% | 4.68% | 7.08% | Q4 2013 | Q4 2015 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 2.07% | 2.24% | 2.34% | Q3 2021 | Q3 2023 | 9 |
BBR PARTNERS, LLC | 8 | 1 | 0.02% | 0.28% | 0.37% | Q4 2017 | Q3 2023 | 9 |
PINNACLE ASSOCIATES LTD | 5 | 4 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 9 |
CANADA PENSION PLAN INVESTMENT BOARD | 7 | 1 | 0.03% | 0.26% | 0.68% | Q2 2019 | Q4 2021 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.19% | 0.30% | 0.93% | Q3 2021 | Q3 2023 | 9 |
Bremer Bank National Association | 9 | 9 | 6.84% | 12.78% | 14.88% | Q3 2021 | Q3 2023 | 9 |
Horst & Graben Wealth Management LLC | 9 | 9 | 0.06% | 0.44% | 3.33% | Q1 2020 | Q1 2022 | 9 |
Cooper Financial Group | 9 | 9 | 0.07% | 8.07% | 13.14% | Q4 2018 | Q4 2020 | 9 |
Financial Council Asset Management Inc | 9 | 9 | 2.13% | 2.90% | 4.37% | Q3 2021 | Q3 2023 | 9 |
Pictet North America Advisors SA | 8 | 1 | 0.06% | 0.17% | 0.22% | Q1 2017 | Q3 2023 | 9 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 9 | 9 | 0.55% | 0.69% | 0.79% | Q4 2021 | Q4 2023 | 9 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.06% | 0.09% | Q4 2015 | Q3 2023 | 9 |
LOWE BROCKENBROUGH & CO INC | 9 | 9 | 0.09% | 0.40% | 1.64% | Q3 2021 | Q3 2023 | 9 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 8 | 1 | 0.01% | 0.06% | 0.20% | Q4 2018 | Q2 2021 | 9 |
PagnatoKarp Partners LLC | 8 | 1 | 0.09% | 0.15% | 0.40% | Q4 2017 | Q1 2020 | 9 |
Sand Hill Global Advisors, LLC | 9 | 9 | 0.10% | 0.14% | 0.24% | Q3 2021 | Q3 2023 | 9 |
NEXT Financial Group, Inc | 4 | 1 | 0.00% | 0.01% | 0.06% | Q2 2014 | Q4 2021 | 9 |
AdvicePeriod, LLC | 9 | 9 | 0.09% | 0.22% | 0.50% | Q2 2019 | Q2 2021 | 9 |
CX Institutional | 8 | 1 | 0.00% | 0.05% | 0.18% | Q2 2018 | Q2 2022 | 9 |
Angeles Investment Advisors, LLC | 8 | 1 | 0.07% | 0.50% | 3.76% | Q4 2018 | Q3 2023 | 9 |
DRW Securities, LLC | 3 | 1 | 0.04% | 0.25% | 0.59% | Q4 2014 | Q3 2023 | 9 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.38% | 1.56% | Q4 2021 | Q3 2023 | 8 |
Intellectus Partners, LLC | 4 | 1 | 0.08% | 0.11% | 0.14% | Q4 2017 | Q2 2020 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Dakota Wealth Management | 5 | 3 | 0.03% | 0.05% | 0.08% | Q2 2019 | Q3 2022 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 8 |
SAGE PRIVATE WEALTH GROUP, LLC | 8 | 8 | 0.09% | 0.14% | 0.24% | Q4 2020 | Q3 2022 | 8 |
Beacon Pointe Advisors, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 1.41% | 3.68% | 5.06% | Q4 2014 | Q3 2016 | 8 |
Aptus Capital Advisors, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 8 |
Operose Advisors LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SUMMIT FINANCIAL GROUP, INC. | 8 | 8 | 0.08% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Midwest Heritage Bank, FSB | 8 | 8 | 1.11% | 1.72% | 2.61% | Q4 2021 | Q3 2023 | 8 |
WealthStone, Inc. | 8 | 8 | 0.24% | 1.10% | 5.08% | Q2 2019 | Q1 2021 | 8 |
McKinley Carter Wealth Services, Inc. | 8 | 8 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q4 2022 | 8 |
Guidant Wealth Advisors | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2019 | 8 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.01% | 0.18% | 0.86% | Q2 2015 | Q2 2021 | 8 |
REGENTATLANTIC CAPITAL LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2021 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Rather & Kittrell, Inc. | 8 | 8 | 0.20% | 0.38% | 0.56% | Q4 2021 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 0.03% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Fluent Financial, LLC | 8 | 8 | 1.81% | 2.16% | 3.04% | Q4 2018 | Q3 2020 | 8 |
Mass General Brigham, Inc | 3 | 1 | 0.00% | 47.81% | 100.00% | Q1 2016 | Q1 2021 | 8 |
JOYN Advisors, Inc. | 8 | 8 | 0.00% | 0.18% | 0.41% | Q2 2018 | Q1 2020 | 8 |
Solstein Capital, LLC | 7 | 1 | 0.22% | 0.79% | 2.65% | Q1 2020 | Q3 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.90% | 3.18% | 9.15% | Q4 2021 | Q3 2023 | 8 |
Kestra Advisory Services, LLC | 7 | 1 | 0.00% | 0.09% | 0.24% | Q3 2020 | Q3 2023 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.00% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.07% | 0.17% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Alexandria Capital, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Sage Mountain Advisors LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q4 2022 | 8 |
Capital Asset Advisory Services LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Henrickson Nauta Wealth Advisors, Inc. | 8 | 8 | 0.59% | 0.76% | 0.91% | Q4 2021 | Q3 2023 | 8 |
Conrad N. Hilton Foundation | 8 | 8 | 5.16% | 20.83% | 43.17% | Q4 2017 | Q3 2019 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Round Table Services, LLC | 8 | 8 | 0.04% | 0.07% | 0.15% | Q3 2020 | Q2 2022 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.06% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
GDS Wealth Management | 8 | 8 | 0.08% | 0.11% | 0.15% | Q4 2021 | Q3 2023 | 8 |
DEARBORN CAPITAL MANAGEMENT LLC | 8 | 8 | 6.18% | 7.24% | 8.92% | Q4 2016 | Q3 2018 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q3 2023 | 8 |
GREENLEAF TRUST | 7 | 1 | 0.00% | 0.03% | 0.07% | Q1 2018 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 8 |
Apeiron RIA LLC | 8 | 8 | 0.04% | 0.47% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.98% | 3.25% | 7.50% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.10% | 0.15% | 0.19% | Q4 2021 | Q3 2023 | 8 |
BOK Financial Private Wealth, Inc. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 8 |
Crow Point Partners, LLC | 6 | 2 | 0.09% | 0.29% | 0.68% | Q4 2017 | Q4 2019 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
MONETARY MANAGEMENT GROUP INC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2023 | 8 |
Capital Group Private Client Services, Inc. | 8 | 8 | 0.02% | 0.65% | 2.77% | Q4 2021 | Q3 2023 | 8 |
Port Capital LLC | 6 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2021 | 8 |
DUPONT CAPITAL MANAGEMENT CORP | 4 | 4 | 0.05% | 0.13% | 0.17% | Q1 2018 | Q3 2020 | 8 |
NewEdge Wealth, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
StoneX Group Inc. | 5 | 1 | 0.03% | 0.09% | 0.24% | Q2 2019 | Q1 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.05% | 0.08% | 0.12% | Q4 2021 | Q3 2023 | 8 |
WealthPLAN Partners, LLC | 5 | 2 | 0.01% | 0.09% | 0.22% | Q4 2018 | Q2 2023 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 11.12% | 15.46% | 17.63% | Q1 2022 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.10% | 0.14% | 0.19% | Q4 2017 | Q2 2019 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.02% | 0.05% | 0.07% | Q4 2017 | Q2 2022 | 7 |
Sepio Capital, LP | 7 | 7 | 0.02% | 0.42% | 0.74% | Q1 2022 | Q3 2023 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.05% | 0.06% | 0.06% | Q2 2013 | Q4 2014 | 7 |
CHILTON INVESTMENT CO INC. | 7 | 7 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q1 2023 | 7 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 7 |
Patten Group, Inc. | 7 | 7 | 0.06% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.00% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 7 |
Financial Engines Advisors L.L.C. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Intelligence Driven Advisers, LLC | 7 | 7 | 0.05% | 0.49% | 1.10% | Q2 2019 | Q4 2020 | 7 |
Avondale Wealth Management | 6 | 1 | 0.14% | 1.33% | 4.50% | Q4 2017 | Q1 2020 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.06% | 0.17% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.07% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
GFS Advisors, LLC | 7 | 7 | 0.15% | 2.07% | 2.89% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
American Trust | 4 | 3 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Harvest Fund Management Co., Ltd | 3 | 2 | 0.00% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.26% | 0.49% | 1.02% | Q1 2021 | Q4 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.90% | 1.08% | 1.20% | Q4 2016 | Q2 2018 | 7 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 7 | 7 | 0.31% | 0.44% | 0.61% | Q4 2014 | Q2 2016 | 7 |
Squarepoint Ops LLC | 3 | 1 | 0.01% | 0.04% | 0.13% | Q4 2017 | Q3 2023 | 7 |
Hamilton Wealth, LLC | 7 | 7 | 0.09% | 0.20% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Independent Portfolio Consultants, Inc. | 6 | 1 | 0.03% | 0.40% | 1.85% | Q2 2014 | Q2 2017 | 7 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2014 | 7 |
EFG Asset Management (Americas) Corp. | 7 | 7 | 0.08% | 1.73% | 3.16% | Q1 2017 | Q3 2018 | 7 |
Royal Harbor Partners, LLC | 5 | 2 | 3.51% | 4.05% | 4.35% | Q1 2021 | Q2 2023 | 7 |
Rainwater Charitable Foundation | 7 | 7 | 9.13% | 15.18% | 19.11% | Q4 2018 | Q2 2020 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 1 | 0.04% | 0.31% | 1.23% | Q1 2017 | Q4 2019 | 7 |
OLD NATIONAL BANCORP /IN/ | 6 | 1 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q3 2023 | 7 |
AMERICAN CENTURY COMPANIES INC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2020 | 7 |
BlackRock Fund Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
Moneda S.A. Administradora General de Fondos | 7 | 7 | 2.89% | 4.70% | 7.03% | Q1 2022 | Q3 2023 | 7 |
Provident Wealth Management, LLC | 7 | 7 | 0.11% | 0.12% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Activest Wealth Management | 5 | 1 | 0.39% | 0.68% | 1.42% | Q2 2021 | Q3 2023 | 7 |
Concert Wealth Management Inc. | 6 | 1 | 0.03% | 0.60% | 1.03% | Q2 2015 | Q1 2017 | 7 |
FFT WEALTH MANAGEMENT LLC | 7 | 7 | 7.63% | 14.51% | 19.49% | Q1 2022 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.04% | 0.07% | 0.22% | Q4 2017 | Q2 2019 | 7 |
Relative Value Partners Group, LLC | 5 | 1 | 0.06% | 0.14% | 0.58% | Q1 2020 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Weaver Consulting Group | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
Capital Bank & Trust Co | 6 | 1 | 0.00% | 0.05% | 0.38% | Q4 2018 | Q4 2020 | 7 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 7 | 7 | 0.06% | 0.07% | 0.08% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.10% | 0.28% | Q2 2013 | Q4 2014 | 7 |
Altshuler Shaham Ltd | 7 | 7 | 0.07% | 0.30% | 0.42% | Q4 2019 | Q2 2021 | 7 |
Merit Financial Group, LLC | 6 | 1 | 0.03% | 0.09% | 0.19% | Q4 2021 | Q3 2023 | 7 |
Paladin Advisory Group, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Alberta Investment Management Corp | 5 | 2 | 0.22% | 1.06% | 2.26% | Q3 2020 | Q2 2022 | 7 |
ShoreHaven Wealth Partners, LLC | 7 | 7 | 0.20% | 4.54% | 6.02% | Q4 2020 | Q2 2022 | 7 |
Nuveen Asset Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q3 2023 | 7 |
SteelPeak Wealth, LLC | 6 | 1 | 0.01% | 0.33% | 0.67% | Q4 2021 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
RAYMOND JAMES TRUST N.A. | 3 | 1 | 0.01% | 0.21% | 0.76% | Q4 2014 | Q4 2021 | 7 |
Drake & Associates, LLC | 6 | 6 | 5.93% | 6.03% | 6.15% | Q2 2022 | Q3 2023 | 6 |
Blue Sky Asset Management, LLC | 3 | 3 | 0.17% | 0.79% | 1.73% | Q3 2018 | Q2 2020 | 6 |
J2 Capital Management Inc | 3 | 3 | 0.26% | 0.30% | 0.35% | Q4 2021 | Q3 2023 | 6 |
Highlander Partners, L.P. | 4 | 2 | 0.22% | 0.27% | 0.30% | Q4 2021 | Q3 2023 | 6 |
Glovista Investments LLC | 2 | 1 | 0.12% | 0.96% | 3.08% | Q2 2019 | Q1 2023 | 6 |
LEE DANNER & BASS INC | 3 | 1 | 0.02% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 6 |
Atlas Private Wealth Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q1 2021 | 6 |
One Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.33% | 1.95% | Q4 2017 | Q1 2019 | 6 |
Sage Advisory Services, Ltd.Co. | 6 | 6 | 0.20% | 0.22% | 0.24% | Q2 2022 | Q3 2023 | 6 |
First Allied Asset Management, Inc. | 4 | 2 | 0.46% | 1.63% | 2.75% | Q2 2013 | Q1 2015 | 6 |
WEXFORD CAPITAL LP | 2 | 2 | 0.53% | 1.30% | 3.30% | Q3 2019 | Q2 2022 | 6 |
GRIES FINANCIAL LLC | 4 | 1 | 0.17% | 0.64% | 2.32% | Q4 2021 | Q3 2023 | 6 |
Ayalon Insurance Comp Ltd. | 6 | 6 | 0.89% | 5.84% | 9.00% | Q2 2022 | Q3 2023 | 6 |
LVW Advisors, LLC | 6 | 6 | 0.05% | 0.31% | 0.67% | Q2 2022 | Q3 2023 | 6 |
MayTech Global Investments, LLC | 3 | 1 | 0.01% | 0.06% | 0.18% | Q4 2021 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
CETERA INVESTMENT MANAGEMENT LLC | 5 | 1 | 1.63% | 2.88% | 5.04% | Q4 2015 | Q2 2017 | 6 |
SPINNAKER TRUST | 6 | 6 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2014 | 6 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2015 | 6 |
Forward Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2018 | 6 |
Bridge Advisory, LLC | 4 | 2 | 0.09% | 0.16% | 0.30% | Q4 2021 | Q3 2023 | 6 |
Intergy Private Wealth, LLC | 6 | 6 | 0.60% | 1.40% | 1.70% | Q2 2022 | Q3 2023 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
NTV ASSET MANAGEMENT LLC | 5 | 1 | 0.06% | 0.14% | 0.18% | Q3 2017 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 6 |
ForthRight Wealth Management, LLC | 6 | 6 | 0.10% | 0.16% | 0.20% | Q4 2020 | Q1 2022 | 6 |
NATIONAL PLANNING CORP | 5 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2015 | 6 |
Klaas Financial Asset Advisors, LLC | 6 | 6 | 0.52% | 0.54% | 0.56% | Q2 2022 | Q3 2023 | 6 |
OLD MUTUAL CUSTOMISED SOLUTIONS (PROPRIETARY) LTD | 5 | 1 | 0.22% | 0.29% | 0.35% | Q2 2013 | Q4 2014 | 6 |
LFA - Lugano Financial Advisors SA | 5 | 1 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q4 2019 | 6 |
Partnervest Advisory Services LLC | 6 | 6 | 1.51% | 2.16% | 2.57% | Q4 2013 | Q1 2015 | 6 |
RS INVESTMENT MANAGEMENT CO LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q2 2015 | Q3 2016 | 6 |
Sandbox Financial Partners, LLC | 6 | 6 | 0.16% | 0.69% | 1.90% | Q2 2022 | Q3 2023 | 6 |
GFG Capital, LLC | 5 | 1 | 0.21% | 0.28% | 0.35% | Q4 2019 | Q4 2021 | 6 |
Janney Capital Management LLC | 5 | 1 | 0.06% | 0.37% | 1.23% | Q4 2021 | Q2 2023 | 6 |
ETF Portfolio Partners, Inc. | 6 | 6 | 0.60% | 0.64% | 0.67% | Q4 2014 | Q1 2016 | 6 |
BIEGEL & WALLER LLC | 6 | 6 | 0.13% | 0.16% | 0.19% | Q2 2018 | Q3 2019 | 6 |
Aries Wealth Management | 6 | 6 | 0.16% | 0.34% | 0.61% | Q2 2022 | Q3 2023 | 6 |
Belpointe Asset Management LLC | 3 | 1 | 0.00% | 0.19% | 0.42% | Q3 2019 | Q1 2023 | 6 |
SteelBridge Private Wealth Advisors LLC | 6 | 6 | 4.72% | 5.10% | 6.31% | Q1 2016 | Q2 2017 | 6 |
Wealthfront Advisers LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Bridgeworth, LLC | 5 | 1 | 0.05% | 0.06% | 0.06% | Q2 2018 | Q1 2022 | 6 |
Gotham Asset Management, LLC | 6 | 6 | 0.04% | 0.08% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.42% | 0.45% | 0.51% | Q2 2022 | Q3 2023 | 6 |
B, B, H, & B INC. | 6 | 6 | 6.04% | 8.69% | 12.02% | Q4 2020 | Q1 2022 | 6 |
55I, LLC | 5 | 1 | 0.01% | 0.06% | 0.25% | Q3 2019 | Q1 2022 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 0.93% | 4.09% | 7.69% | Q2 2015 | Q3 2016 | 6 |
Arlington Capital Management, Inc. | 4 | 2 | 0.47% | 15.55% | 27.55% | Q1 2020 | Q3 2023 | 6 |
Wolf Group Capital Advisors | 6 | 6 | 0.99% | 1.34% | 1.86% | Q2 2022 | Q3 2023 | 6 |
MKP Capital Management, L.L.C. | 6 | 6 | 15.62% | 48.59% | 70.71% | Q2 2022 | Q3 2023 | 6 |
MACKAY SHIELDS LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q1 2022 | 6 |
DB Wealth Management Group, LLC | 6 | 6 | 0.03% | 0.06% | 0.08% | Q4 2020 | Q1 2022 | 6 |
Asset Dedication, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Baillie Gifford | 5 | 5 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q3 2014 | 5 |
ClariVest Asset Management LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q1 2021 | 5 |
Banque Cantonale Vaudoise | 3 | 1 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q4 2022 | 5 |
Bienville Capital Management, LLC | 4 | 1 | 0.04% | 0.05% | 0.06% | Q1 2017 | Q4 2018 | 5 |
AlphaStar Capital Management, LLC | 3 | 2 | 0.04% | 0.42% | 0.87% | Q2 2019 | Q3 2023 | 5 |
Threshold Group LLC | 4 | 1 | 0.21% | 3.61% | 13.88% | Q4 2015 | Q3 2017 | 5 |
WEALTHFRONT Corp | 3 | 1 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q1 2016 | 5 |
MOSELEY INVESTMENT MANAGEMENT INC | 5 | 5 | 0.78% | 2.68% | 4.32% | Q1 2019 | Q1 2020 | 5 |
MAPLE SECURITIES USA INC | 4 | 1 | 0.03% | 0.14% | 0.39% | Q3 2013 | Q4 2014 | 5 |
Bridgewater Advisors Inc. | 5 | 5 | 0.14% | 0.19% | 0.22% | Q2 2021 | Q2 2022 | 5 |
PGIM Custom Harvest LLC | 4 | 1 | 0.01% | 0.08% | 0.13% | Q4 2020 | Q4 2022 | 5 |
FIRST NATIONAL CORP /MA/ /ADV | 5 | 5 | 0.06% | 0.08% | 0.09% | Q4 2018 | Q4 2019 | 5 |
Cetera Advisors LLC | 3 | 1 | 0.00% | 0.15% | 0.25% | Q1 2018 | Q3 2023 | 5 |
LMCG INVESTMENTS, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q3 2015 | 5 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 4 | 1 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q4 2016 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.54% | 0.61% | 0.72% | Q4 2020 | Q4 2021 | 5 |
Prestige Wealth Management Group LLC | 5 | 5 | 0.19% | 0.22% | 0.27% | Q4 2018 | Q4 2019 | 5 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2015 | Q3 2016 | 5 |
USCA RIA LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2018 | Q4 2019 | 5 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 5 | 5 | 0.74% | 0.84% | 1.09% | Q1 2020 | Q1 2021 | 5 |
Man Group plc | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 5 |
REGIONS FINANCIAL CORP | 3 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2018 | 5 |
Twin Tree Management, LP | 2 | 1 | 0.00% | 0.04% | 0.13% | Q1 2019 | Q3 2021 | 5 |
BAROMETER CAPITAL MANAGEMENT INC. | 2 | 1 | 0.00% | 0.06% | 0.29% | Q4 2019 | Q2 2021 | 5 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 2 | 1.73% | 2.14% | 2.88% | Q3 2021 | Q4 2022 | 5 |
2Xideas AG | 5 | 5 | 0.04% | 0.10% | 0.23% | Q4 2020 | Q4 2021 | 5 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.05% | 0.06% | 0.10% | Q4 2014 | Q2 2017 | 5 |
Joseph Group Capital Management | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
MTM Investment Management, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2021 | 5 |
Willingdon Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 5 | 5 | 0.10% | 0.17% | 0.28% | Q3 2022 | Q3 2023 | 5 |
WBI INVESTMENTS, LLC | 2 | 1 | 0.01% | 0.09% | 0.33% | Q2 2015 | Q3 2018 | 5 |
Naviter Wealth, LLC | 5 | 5 | 0.23% | 0.91% | 2.30% | Q3 2022 | Q3 2023 | 5 |
Smart Money Group LLC | 5 | 5 | 3.78% | 4.13% | 4.56% | Q1 2019 | Q1 2020 | 5 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q1 2022 | 5 |
1834 INVESTMENT ADVISORS CO | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 5 |
CANTOR FITZGERALD, L. P. | 5 | 5 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.02% | 0.02% | Q4 2018 | Q4 2022 | 5 |
Capitolis Advisors LLC | 5 | 5 | 1.97% | 3.09% | 5.02% | Q2 2021 | Q2 2022 | 5 |
Syntal Capital Partners, LLC | 4 | 1 | 0.13% | 0.33% | 0.93% | Q3 2015 | Q3 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Spruce Investment Advisors LLC | 3 | 2 | 0.65% | 2.81% | 6.35% | Q2 2013 | Q1 2015 | 5 |
IAG Wealth Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2021 | 5 |
BLACKROCK ADVISORS LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q2 2016 | 5 |
Surevest, LLC | 5 | 5 | 0.98% | 1.20% | 1.61% | Q4 2018 | Q4 2019 | 5 |
FACTORY MUTUAL INSURANCE CO | 4 | 1 | 0.39% | 0.92% | 1.82% | Q2 2019 | Q3 2023 | 5 |
OXFORD FINANCIAL GROUP, LTD. LLC | 5 | 5 | 0.09% | 1.63% | 2.23% | Q3 2022 | Q3 2023 | 5 |
Summit Global Investments | 3 | 1 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q1 2023 | 5 |
STOCK YARDS BANK & TRUST CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.15% | 0.16% | 0.18% | Q2 2013 | Q2 2014 | 5 |
GeoWealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.06% | Q3 2019 | Q3 2023 | 5 |
Gratus Capital, LLC | 5 | 5 | 0.04% | 0.63% | 1.31% | Q4 2018 | Q4 2019 | 5 |
Vestmark Advisory Solutions, Inc. | 2 | 1 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q4 2022 | 5 |
Anson Capital, Inc. | 5 | 5 | 0.27% | 0.29% | 0.32% | Q4 2021 | Q4 2022 | 5 |
Johnson Financial Group, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q1 2018 | 5 |
1832 Asset Management L.P. | 5 | 5 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q2 2023 | 5 |
Cassaday & Co Inc. | 1 | 1 | 0.00% | 0.03% | 0.09% | Q4 2014 | Q4 2020 | 5 |
Fiduciary Planning LLC | 5 | 5 | 0.11% | 0.22% | 0.29% | Q3 2020 | Q3 2021 | 5 |
Rosenberg Matthew Hamilton | 5 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2021 | 5 |
GRAND WEALTH MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q4 2022 | 5 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 4 | 1 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 5 |
Taconic Capital Advisors LP | 4 | 4 | 0.04% | 0.38% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q3 2019 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.63% | 0.67% | 0.71% | Q4 2022 | Q3 2023 | 4 |
IHT Wealth Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
GPS Wealth Strategies Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 4 |
RAND WEALTH, LLC | 4 | 4 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q3 2018 | 4 |
Dynamic Advisor Solutions LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2022 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.07% | 0.08% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Lavaca Capital LLC | 2 | 2 | 0.02% | 0.04% | 0.10% | Q4 2018 | Q4 2020 | 4 |
AIRE ADVISORS, LLC | 4 | 4 | 0.07% | 0.09% | 0.12% | Q4 2021 | Q3 2022 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 0.18% | 0.22% | 0.26% | Q4 2016 | Q3 2017 | 4 |
Regency Capital Management Inc.\DE | 4 | 4 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q4 2021 | 4 |
Mayo Clinic | 4 | 4 | 82.12% | 85.67% | 89.58% | Q4 2022 | Q3 2023 | 4 |
MANAGED ACCOUNT ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2015 | 4 |
RIVERSVILLE CAPITAL, INC. | 4 | 4 | 0.10% | 0.44% | 1.07% | Q2 2013 | Q1 2014 | 4 |
Thai Life Insurance PCL. | 4 | 4 | 27.19% | 30.64% | 33.74% | Q4 2016 | Q3 2017 | 4 |
NOMURA HOLDINGS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 4 |
Parkwood LLC | 3 | 1 | 0.26% | 0.61% | 0.88% | Q2 2015 | Q2 2016 | 4 |
Valentine Capital Asset Management, Inc. | 4 | 4 | 0.19% | 0.25% | 0.29% | Q2 2012 | Q1 2013 | 4 |
ING GROEP NV | 2 | 2 | 0.02% | 0.18% | 0.48% | Q4 2017 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.11% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 4 |
Procyon Advisors, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q2 2023 | 4 |
AlphaCore Capital LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
Aaron Wealth Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Concorde Asset Management, LLC | 4 | 4 | 0.59% | 0.76% | 1.00% | Q2 2019 | Q1 2020 | 4 |
SUTTON PLACE INVESTORS LLC | 4 | 4 | 5.29% | 5.55% | 5.76% | Q4 2021 | Q3 2022 | 4 |
Resource Planning Group | 2 | 1 | 0.12% | 0.15% | 0.17% | Q3 2018 | Q4 2019 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 1.38% | 1.46% | 1.55% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.29% | 0.32% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Stadion Money Management, LLC | 2 | 1 | 0.05% | 0.10% | 0.16% | Q2 2013 | Q4 2014 | 4 |
Bradley & Co. Private Wealth Management, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q4 2021 | 4 |
Moors & Cabot, Inc. | 4 | 4 | 0.04% | 0.06% | 0.11% | Q4 2018 | Q3 2019 | 4 |
Gramercy Funds Management LLC | 2 | 2 | 0.14% | 12.18% | 36.48% | Q3 2013 | Q4 2016 | 4 |
Graypoint LLC | 4 | 4 | 0.05% | 0.05% | 0.06% | Q1 2020 | Q4 2020 | 4 |
Berman Capital Advisors, LLC | 3 | 1 | 0.01% | 0.94% | 1.34% | Q4 2017 | Q4 2018 | 4 |
GUGGENHEIM CAPITAL LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.04% | 0.12% | 0.35% | Q4 2017 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Empirical Finance, LLC | 4 | 4 | 0.08% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.93% | 2.87% | 4.55% | Q4 2022 | Q3 2023 | 4 |
Beacon Pointe Wealth Advisors, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q4 2019 | 4 |
Copper Rock Capital Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
YHB Investment Advisors, Inc. | 4 | 4 | 0.03% | 0.29% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Hoxton Planning & Management, LLC | 4 | 4 | 0.30% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
First Citizens Asset Management, Inc. | 4 | 4 | 0.28% | 0.30% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Weil Company, Inc. | 4 | 4 | 0.13% | 0.31% | 0.79% | Q4 2022 | Q3 2023 | 4 |
CURIAN CAPITAL LLC | 4 | 4 | 1.20% | 1.26% | 1.32% | Q2 2013 | Q1 2014 | 4 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Sandy Spring Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BRR OpCo, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2020 | Q3 2021 | 4 |
Americana Partners, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Bricktown Capital, LLC | 4 | 4 | 1.90% | 2.69% | 4.74% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 1.32% | 1.48% | 1.77% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.82% | 1.27% | 2.38% | Q4 2022 | Q3 2023 | 4 |
THORNBURG INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Sterling Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q4 2016 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.06% | 0.20% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Sycale Advisors (NY) LLC | 4 | 4 | 0.57% | 2.01% | 2.79% | Q4 2022 | Q3 2023 | 4 |
Mount Yale Investment Advisors, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
MAKENA CAPITAL MANAGEMENT LLC | 4 | 4 | 4.23% | 4.77% | 5.70% | Q1 2020 | Q4 2020 | 4 |
B. Riley Wealth Advisors, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2022 | 4 |
Financial Advocates Investment Management | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Savant Capital, LLC | 3 | 1 | 0.01% | 0.07% | 0.24% | Q1 2015 | Q3 2023 | 4 |
Invesco Ltd. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2014 | 4 |
JNBA Financial Advisors | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 4 |
FIDUCIENT ADVISORS LLC | 4 | 4 | 0.02% | 0.07% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Investure, LLC | 2 | 1 | 0.82% | 1.00% | 1.15% | Q4 2014 | Q1 2020 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Nikulski Financial, Inc. | 4 | 4 | 0.21% | 0.66% | 1.48% | Q4 2017 | Q3 2018 | 4 |
WMS Partners, LLC | 4 | 4 | 0.61% | 0.73% | 0.92% | Q4 2022 | Q3 2023 | 4 |
VERITY Wealth Advisors | 4 | 4 | 0.86% | 0.90% | 0.95% | Q4 2018 | Q3 2019 | 4 |
Capasso Planning Partners LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q4 2022 | Q3 2023 | 4 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 4 | 4 | 0.14% | 0.30% | 0.37% | Q3 2018 | Q2 2019 | 4 |
Baltimore-Washington Financial Advisors, Inc. | 4 | 4 | 0.06% | 0.07% | 0.07% | Q1 2020 | Q4 2020 | 4 |
Mill Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 4 |
ONE Advisory Partners, LLC | 4 | 4 | 0.17% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.47% | 0.68% | 0.96% | Q4 2022 | Q3 2023 | 4 |
GHP Investment Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
OLD DOMINION CAPITAL MANAGEMENT INC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
Eagle Bay Advisors LLC | 4 | 4 | 0.03% | 0.46% | 0.90% | Q1 2022 | Q4 2022 | 4 |
WFG Advisors, LP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Abacus Planning Group, Inc. | 3 | 3 | 0.11% | 0.11% | 0.12% | Q1 2020 | Q3 2020 | 3 |
Quantitative Investment Management, LLC | 2 | 1 | 0.11% | 0.44% | 0.71% | Q3 2017 | Q3 2018 | 3 |
Jefferies Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2017 | 3 |
MENORA MIVTACHIM HOLDINGS LTD. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q1 2021 | Q3 2021 | 3 |
LGT Financial Advisors LLC | 2 | 1 | 0.47% | 0.59% | 0.82% | Q4 2022 | Q3 2023 | 3 |
TCG Advisors, LP | 2 | 1 | 0.03% | 0.13% | 0.31% | Q1 2019 | Q2 2020 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Secrest Blakey & Associates, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Chico Wealth RIA | 3 | 3 | 0.49% | 0.57% | 0.65% | Q1 2022 | Q3 2022 | 3 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2018 | 3 |
MRP Capital Investments, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Virtue Capital Management, LLC | 2 | 1 | 0.05% | 0.08% | 0.12% | Q4 2017 | Q3 2019 | 3 |
Integrated Investment Consultants, LLC | 2 | 1 | 0.00% | 0.07% | 0.11% | Q1 2018 | Q1 2023 | 3 |
EPIQ PARTNERS, LLC | 3 | 3 | 1.84% | 2.51% | 3.25% | Q1 2021 | Q3 2021 | 3 |
GREENUP STREET WEALTH MANAGEMENT LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
D. SCOTT NEAL, INC. | 3 | 3 | 0.16% | 0.79% | 2.03% | Q3 2019 | Q1 2020 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2018 | Q2 2019 | 3 |
Hackensack Meridian Health, Inc. | 3 | 3 | 9.89% | 11.25% | 12.71% | Q1 2022 | Q3 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q1 2017 | 3 |
Tradewinds Global Investors, LLC | 1 | 1 | 0.02% | 0.08% | 0.20% | Q4 2013 | Q4 2015 | 3 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 3 | 3 | 0.01% | 0.04% | 0.06% | Q4 2015 | Q2 2016 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 3 |
Virginia National Bank | 3 | 3 | 1.08% | 1.53% | 2.28% | Q1 2022 | Q3 2022 | 3 |
SRS Capital Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 3 |
Advisors Capital Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.87% | 2.68% | 3.92% | Q4 2014 | Q2 2015 | 3 |
Centerstone Investors, LLC | 3 | 3 | 12.55% | 13.17% | 14.25% | Q1 2023 | Q3 2023 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
KB FINANCIAL PARTNERS, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 3 |
Mandatum Life Insurance Co Ltd | 1 | 1 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q2 2018 | 3 |
Apella Capital, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q4 2023 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
HM PAYSON & CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Laurel Wealth Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
AGF Investments LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 3 |
PFG Advisors | 3 | 3 | 0.33% | 0.44% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Metis Global Partners, LLC | 2 | 1 | 0.12% | 0.46% | 1.13% | Q4 2022 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Kingfisher Capital LLC | 3 | 3 | 0.18% | 0.38% | 0.50% | Q2 2016 | Q4 2016 | 3 |
GRIMES & COMPANY, INC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q4 2019 | 3 |
Walleye Trading LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 3 |
BREWIN DOLPHIN LTD | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Pinkerton Retirement Specialists, LLC | 3 | 3 | 0.01% | 0.05% | 0.09% | Q2 2016 | Q4 2016 | 3 |
Orin Green Financial, LLC | 3 | 3 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q3 2021 | 3 |
CREDIT AGRICOLE S A | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.10% | 0.12% | 0.16% | Q2 2022 | Q3 2023 | 3 |
Geneva Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q1 2014 | 3 |
BIP Wealth, LLC | 3 | 3 | 0.65% | 0.94% | 1.51% | Q1 2023 | Q3 2023 | 3 |
Capricorn Investment Group LLC | 3 | 3 | 0.48% | 0.62% | 0.75% | Q4 2021 | Q2 2022 | 3 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 3 |
Edgestream Partners, L.P. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
AEGON USA Investment Management, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q3 2014 | Q1 2015 | 3 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.80% | 2.37% | Q1 2015 | Q1 2022 | 3 |
Wealth Alliance | 2 | 1 | 0.09% | 0.11% | 0.14% | Q1 2020 | Q3 2022 | 3 |
Argent Wealth Management LLC | 3 | 3 | 0.06% | 0.07% | 0.08% | Q4 2019 | Q2 2020 | 3 |
WCM INVESTMENT MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.03% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q1 2023 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Darwin Wealth Management, LLC | 2 | 1 | 0.03% | 0.10% | 0.15% | Q2 2018 | Q1 2020 | 3 |
QCM Cayman, Ltd. | 1 | 1 | 0.23% | 1.19% | 1.78% | Q2 2020 | Q3 2021 | 3 |
JFG Wealth Management, LLC | 3 | 3 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
NWK Group, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 3 |
Sustainable Growth Advisers, LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2017 | Q1 2018 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 3 |
FCG ADVISORS, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q3 2020 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.14% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
NICOLET ADVISORY SERVICES, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2020 | 3 |
BANK PICTET & CIE (ASIA) LTD | 3 | 3 | 1.23% | 1.34% | 1.52% | Q4 2013 | Q2 2014 | 3 |
Visionary Wealth Advisors | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SII INVESTMENTS INC/WI | 3 | 3 | 0.02% | 0.04% | 0.05% | Q4 2016 | Q2 2017 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2021 | 3 |
INTREPID CAPITAL MANAGEMENT INC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q2 2019 | Q4 2019 | 3 |
CENTRAL TRUST Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Quantitative Strategies, Inc. | 2 | 2 | 0.39% | 0.40% | 0.42% | Q2 2023 | Q3 2023 | 2 |
WP Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
RELIANCE TRUST CO OF DELAWARE | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
FNY Managed Accounts LLC | 2 | 2 | 0.01% | 0.12% | 0.23% | Q3 2017 | Q4 2017 | 2 |
Yost Capital Management, LP | 2 | 2 | 8.79% | 10.86% | 12.94% | Q1 2019 | Q2 2019 | 2 |
Russell Investments Group, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 1.18% | 1.31% | 1.45% | Q4 2019 | Q1 2020 | 2 |
Atom Investors LP | 2 | 2 | 5.15% | 11.20% | 17.26% | Q2 2023 | Q3 2023 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 0.10% | 0.80% | 1.49% | Q4 2021 | Q1 2022 | 2 |
Arbor Investment Advisors, LLC | 1 | 1 | 0.06% | 0.08% | 0.09% | Q4 2017 | Q4 2019 | 2 |
EVERGREEN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Efficient Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
SG3 Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 2 |
TBH Global Asset Management, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q4 2019 | Q1 2020 | 2 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q2 2018 | Q4 2018 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.06% | 0.08% | Q4 2019 | Q2 2022 | 2 |
Main Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q4 2015 | 2 |
Matterhorn Capital Management, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q2 2016 | Q3 2016 | 2 |
DOLIVER ADVISORS, LP | 1 | 1 | 0.08% | 0.18% | 0.28% | Q3 2021 | Q3 2022 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.78% | 3.24% | 4.70% | Q4 2014 | Q1 2016 | 2 |
RMB Capital Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.25% | Q4 2018 | Q4 2019 | 2 |
Argentus Capital Management, LLC | 1 | 1 | 0.03% | 0.61% | 1.19% | Q3 2014 | Q1 2016 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.02% | 0.10% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Vontobel Swiss Wealth Advisors AG | 2 | 2 | 0.22% | 0.50% | 0.78% | Q2 2019 | Q3 2019 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q2 2021 | 2 |
Timber Hill LLC | 1 | 1 | 0.04% | 0.21% | 0.39% | Q3 2017 | Q1 2018 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Noked Israel Ltd | 1 | 1 | 5.21% | 12.46% | 19.70% | Q4 2018 | Q3 2019 | 2 |
Sumitomo Mitsui Trust Holdings, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q4 2014 | 2 |
Hudock, Inc. | 2 | 2 | 0.02% | 0.07% | 0.11% | Q1 2020 | Q2 2020 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.02% | 0.25% | 0.47% | Q1 2014 | Q4 2019 | 2 |
AGF Investments America Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
CHOREO, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2016 | Q2 2016 | 2 |
Noked Capital LTD | 1 | 1 | 5.21% | 12.46% | 19.70% | Q4 2018 | Q3 2019 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 4.50% | 4.83% | 5.16% | Q4 2019 | Q1 2020 | 2 |
Evergreen Wealth Solutions, LLC | 2 | 2 | 0.29% | 0.36% | 0.42% | Q1 2022 | Q2 2022 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
BOKF, NA | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q4 2018 | 2 |
Integrated Wealth Concepts LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.02% | 0.53% | 1.03% | Q2 2013 | Q2 2023 | 2 |
AWM CAPITAL, LLC | 2 | 2 | 0.20% | 1.60% | 3.00% | Q1 2022 | Q2 2022 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
WEST BANCORPORATION INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q3 2020 | 2 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 1 | 1 | 0.08% | 0.52% | 0.96% | Q3 2018 | Q3 2019 | 2 |
Fifth Third Wealth Advisors LLC | 2 | 2 | 0.24% | 0.26% | 0.27% | Q3 2023 | Q4 2023 | 2 |
Rockbridge Investment Management, LCC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Trek Financial, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
FURE FINANCIAL CORP | 2 | 2 | 0.00% | 7.30% | 14.59% | Q4 2020 | Q1 2021 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.11% | 0.28% | 0.44% | Q4 2020 | Q1 2021 | 2 |
RiverGlades Family Offices LLC | 2 | 2 | 0.48% | 0.80% | 1.12% | Q1 2019 | Q2 2019 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 1.96% | 3.46% | 4.95% | Q1 2020 | Q2 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Great Point Wealth Advisors, LLC | 1 | 1 | 0.38% | 0.90% | 1.41% | Q4 2018 | Q1 2021 | 2 |
Private Capital Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2019 | 2 |
Calamos Wealth Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q2 2017 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Global Trust Asset Management, LLC | 2 | 2 | 0.33% | 0.35% | 0.37% | Q4 2017 | Q1 2018 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
COZAD ASSET MANAGEMENT INC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Western Pacific Wealth Management, LP | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2021 | Q1 2022 | 2 |
Level Financial Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Stone House Investment Management, LLC | 2 | 2 | 0.28% | 0.49% | 0.71% | Q3 2019 | Q4 2019 | 2 |
Waverton Investment Management Ltd | 2 | 2 | 0.24% | 0.24% | 0.24% | Q2 2015 | Q3 2015 | 2 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2015 | Q2 2015 | 2 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2023 | 2 |
Wick Capital Partners, LLC | 1 | 1 | 1.28% | 1.88% | 2.48% | Q4 2021 | Q1 2023 | 2 |
Sterling Investment Counsel, LLC | 2 | 2 | 0.14% | 0.46% | 0.79% | Q4 2021 | Q1 2022 | 2 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 2 | 1.18% | 1.42% | 1.66% | Q1 2020 | Q2 2020 | 2 |
Farther Finance Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
D.A. DAVIDSON & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2022 | 2 |
Caption Management, LLC | 2 | 2 | 0.41% | 0.44% | 0.47% | Q2 2021 | Q3 2021 | 2 |
Beacon Financial Advisory LLC | 2 | 2 | 0.29% | 0.35% | 0.40% | Q4 2019 | Q1 2020 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.38% | 0.41% | 0.43% | Q4 2017 | Q1 2018 | 2 |
Van Hulzen Asset Management, LLC | 2 | 2 | 0.06% | 0.14% | 0.22% | Q2 2019 | Q3 2019 | 2 |
Live Your Vision, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q3 2017 | Q1 2018 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.62% | 1.02% | 1.43% | Q1 2016 | Q2 2016 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2022 | 2 |
Vigilant Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Plan Group Financial, LLC | 2 | 2 | 4.17% | 6.88% | 9.58% | Q2 2023 | Q3 2023 | 2 |
Koshinski Asset Management, Inc. | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q4 2017 | 2 |
PFW Advisors LLC | 2 | 2 | 0.56% | 0.56% | 0.57% | Q2 2023 | Q3 2023 | 2 |
MCIA Inc | 2 | 2 | 0.50% | 0.52% | 0.54% | Q1 2020 | Q2 2020 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.15% | 0.30% | Q3 2013 | Q4 2013 | 2 |
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | 2 | 2 | 4.86% | 15.10% | 25.34% | Q4 2012 | Q1 2013 | 2 |
Moran Wealth Management, LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q4 2022 | Q3 2023 | 2 |
Exos TFP Holdings LLC | 2 | 2 | 0.03% | 0.40% | 0.77% | Q3 2022 | Q4 2022 | 2 |
CALIBER WEALTH MANAGEMENT, LLC | 2 | 2 | 0.20% | 0.23% | 0.26% | Q4 2020 | Q1 2021 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.30% | 0.60% | 0.90% | Q4 2019 | Q1 2020 | 2 |
Soltis Investment Advisors LLC | 2 | 2 | 0.45% | 0.51% | 0.57% | Q4 2019 | Q1 2020 | 2 |
Consolidated Planning Corp | 2 | 2 | 0.05% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Johns Hopkins University | 2 | 2 | 4.53% | 5.53% | 6.54% | Q2 2023 | Q3 2023 | 2 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.04% | 0.12% | 0.20% | Q2 2017 | Q4 2021 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
State of Wyoming | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 2 |
Accredited Investors Inc. | 2 | 2 | 0.05% | 0.13% | 0.22% | Q3 2015 | Q4 2015 | 2 |
HawsGoodwin Investment Management LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2019 | Q1 2020 | 2 |
CAXTON ASSOCIATES LP | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2013 | Q4 2013 | 2 |
Water Oak Advisors LLC | 2 | 2 | 0.82% | 1.04% | 1.25% | Q1 2017 | Q2 2017 | 2 |
CreativeOne Wealth, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Souders Financial Advisors | 1 | 1 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q4 2022 | 2 |
Global Alpha Capital Management Ltd. | 2 | 2 | 1.84% | 1.88% | 1.93% | Q2 2020 | Q3 2020 | 2 |
Copperleaf Capital, LLC | 2 | 2 | 0.90% | 0.91% | 0.92% | Q2 2020 | Q3 2020 | 2 |
Ionic Capital Management LLC | 2 | 2 | 0.04% | 0.08% | 0.11% | Q1 2018 | Q2 2018 | 2 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 2 | 2 | 0.19% | 0.23% | 0.26% | Q3 2021 | Q4 2021 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Oak Grove Capital LLC | 2 | 2 | 0.26% | 0.26% | 0.26% | Q3 2019 | Q4 2019 | 2 |
CCG WEALTH MANAGEMENT, LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q1 2022 | Q2 2022 | 2 |
PICTET BANK & TRUST Ltd | 1 | 1 | 0.08% | 2.35% | 4.61% | Q1 2019 | Q4 2019 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
Summit Financial Strategies, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
First Ascent Asset Management, LLC | 2 | 2 | 0.37% | 0.53% | 0.69% | Q4 2019 | Q1 2020 | 2 |
Sharp Capital Gestora de Recursos Ltda. | 2 | 2 | 8.39% | 12.63% | 16.86% | Q1 2021 | Q2 2021 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q1 2014 | Q2 2014 | 2 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
MILLIE CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.40% | 0.42% | 0.44% | Q2 2016 | Q3 2016 | 2 |
Analyst IMS Investment Management Services Ltd. | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MATTERN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Richard P Slaughter Associates Inc | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Holistic Financial Partners | 1 | 1 | 1.95% | 1.95% | 1.95% | Q1 2019 | Q1 2019 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2020 | Q3 2020 | 1 |
Susquehanna International Group Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Menard Financial Group LLC | 1 | 1 | 5.39% | 5.39% | 5.39% | Q4 2019 | Q4 2019 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2022 | Q2 2022 | 1 |
NISA INVESTMENT ADVISORS, LLC | 1 | 1 | 2.39% | 2.39% | 2.39% | Q4 2015 | Q4 2015 | 1 |
RIVERSEDGE ADVISORS, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
ARCH CAPITAL GROUP LTD. | 1 | 1 | 2.68% | 2.68% | 2.68% | Q4 2020 | Q4 2020 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2019 | Q4 2019 | 1 |
BECK CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2014 | Q3 2014 | 1 |
Cypress Wealth Services, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Jackson Wealth Management, LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q2 2015 | Q2 2015 | 1 |
OptiFour Integrated Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Anfield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SMITH, MOORE & CO. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
Homrich & Berg | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
EXANE DERIVATIVES | 1 | 1 | 1.71% | 1.71% | 1.71% | Q2 2022 | Q2 2022 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Bedell Frazier Investment Counselling, LLC | 1 | 1 | 5.72% | 5.72% | 5.72% | Q4 2022 | Q4 2022 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
GREENWOOD CAPITAL ASSOCIATES LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2020 | Q4 2020 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 1.98% | 1.98% | 1.98% | Q3 2016 | Q3 2016 | 1 |
QUEST CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.62% | 0.62% | 0.62% | Q4 2018 | Q4 2018 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Maxim Capital Management LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2020 | Q2 2020 | 1 |
Campbell Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2020 | Q3 2020 | 1 |
KMG FIDUCIARY PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
PURSUE WEALTH PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
MOODY ALDRICH PARTNERS LLC | 1 | 1 | 9.43% | 9.43% | 9.43% | Q4 2019 | Q4 2019 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2022 | Q3 2022 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
RIVER GLOBAL INVESTORS LLP | 1 | 1 | 4.37% | 4.37% | 4.37% | Q4 2014 | Q4 2014 | 1 |
CANTILLON CAPITAL MANAGEMENT LLC | 1 | 1 | 1.52% | 1.52% | 1.52% | Q3 2016 | Q3 2016 | 1 |
Windsor Wealth Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Select Asset Management & Trust | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2015 | Q2 2015 | 1 |
TIAA CREF TRUST CO FSB/MO | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2013 | Q4 2013 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
PVG Asset Management | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2015 | Q2 2015 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q4 2012 | Q4 2012 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 2.51% | 2.51% | 2.51% | Q4 2019 | Q4 2019 | 1 |
Fairpointe Capital LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2019 | Q2 2019 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2013 | Q2 2013 | 1 |
MARSHALL FINANCIAL GROUP INC /ADV | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q3 2023 | Q3 2023 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 1.95% | 1.95% | 1.95% | Q3 2017 | Q3 2017 | 1 |
Strategic Wealth Partners Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Zebra Capital Management LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 1.59% | 1.59% | 1.59% | Q4 2018 | Q4 2018 | 1 |
WRAPMANAGER INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Windsor Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Fragasso Group Inc. | 1 | 1 | 2.44% | 2.44% | 2.44% | Q4 2013 | Q4 2013 | 1 |
Baring International Investment Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2023 | Q4 2023 | 1 |
Cornerstone Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Claro Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
Wealthquest Corp | 1 | 1 | 26.89% | 26.89% | 26.89% | Q4 2014 | Q4 2014 | 1 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
FIRST NATIONAL BANK OF OMAHA | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AXA S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 1 | 1 | 0.79% | 0.79% | 0.79% | Q3 2019 | Q3 2019 | 1 |
9258 Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q3 2013 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2019 | Q4 2019 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Bruderman Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Cornerstone Capital, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2016 | Q1 2016 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
KABOUTER MANAGEMENT, LLC | 1 | 1 | 6.29% | 6.29% | 6.29% | Q4 2022 | Q4 2022 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Quantitative Advantage, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
Covington Capital Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
St. James Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Reservoir Operations, L.P. | 1 | 1 | 67.88% | 67.88% | 67.88% | Q2 2017 | Q2 2017 | 1 |
Donoghue Forlines LLC | 1 | 1 | 2.49% | 2.49% | 2.49% | Q3 2019 | Q3 2019 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
440 INVESTMENT GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sunbelt Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2018 | Q4 2018 | 1 |
NWAM LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2015 | Q2 2015 | 1 |
Lombard Odier Asset Management (Switzerland) SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Covenant Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
Dorsey Wright & Associates | 1 | 1 | 0.33% | 0.33% | 0.33% | Q4 2018 | Q4 2018 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Johnson & White Wealth Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2016 | Q3 2016 | 1 |
COMERICA SECURITIES,INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Continuum Advisory, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q4 2017 | 1 |
Claybrook Capital, LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2018 | Q4 2018 | 1 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Portfolio Strategies Inc | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2017 | Q4 2017 | 1 |
HHM Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Alphadyne Asset Management LP | 1 | 1 | 2.48% | 2.48% | 2.48% | Q4 2019 | Q4 2019 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2015 | Q4 2015 | 1 |
BAILARD, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Valence8 US LP | 1 | 1 | 2.95% | 2.95% | 2.95% | Q3 2023 | Q3 2023 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
PICTET ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MARINO, STRAM & ASSOCIATES LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Parker Investment Management, LLC | 1 | 1 | 5.12% | 5.12% | 5.12% | Q1 2019 | Q1 2019 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
PZENA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
GYL FINANCIAL SYNERGIES, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2019 | Q1 2019 | 1 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q1 2020 | Q1 2020 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ruggie Capital Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Allspring Global Investments Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
First Command Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
AVANTAX ADVISORY SERVICES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 2.91% | 2.91% | 2.91% | Q4 2020 | Q4 2020 | 1 |
MANAGED ASSET PORTFOLIOS, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
Verition Fund Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 1.29% | 1.29% | 1.29% | Q4 2019 | Q4 2019 | 1 |
EASTERN BANK | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ARGENTIERE CAPITAL AG | 1 | 1 | 1.53% | 1.53% | 1.53% | Q1 2018 | Q1 2018 | 1 |
Ackerman Capital Advisors, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q1 2020 | Q1 2020 | 1 |
Cavalier Investments, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2017 | Q3 2017 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Jordan Park Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
Paragon Advisors, LLC | 1 | 1 | 1.53% | 1.53% | 1.53% | Q2 2022 | Q2 2022 | 1 |
Security National Bank | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2020 | Q1 2020 | 1 |
Advance Capital Management, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Turim 21 Investimentos Ltda. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2022 | Q1 2022 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Ancora Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Privium Fund Management (UK) Ltd | 1 | 1 | 16.36% | 16.36% | 16.36% | Q4 2022 | Q4 2022 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2022 | Q1 2022 | 1 |
Aristotle Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 2.83% | 2.83% | 2.83% | Q3 2023 | Q3 2023 | 1 |
Marquette Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Voya Financial Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2018 | Q1 2018 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2021 | Q4 2021 | 1 |
Linscomb & Williams, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Hendershot Investments Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2017 | Q1 2017 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Financial Architects, Inc | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2015 | Q3 2015 | 1 |
Nordwand Advisors, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
AIA Group Ltd | 1 | 1 | 4.21% | 4.21% | 4.21% | Q4 2016 | Q4 2016 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2018 | Q2 2018 | 1 |
SHUFRO ROSE & CO LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2022 | Q4 2022 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Virtus Family Office LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2022 | Q3 2022 | 1 |
FourThought Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Braun-Bostich & Associates Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 18.28% | 18.28% | 18.28% | Q4 2017 | Q4 2017 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2014 | Q4 2014 | 1 |
NBT BANK N A /NY | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
CONGRESS ASSET MANAGEMENT CO /MA | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2016 | Q1 2016 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2018 | Q4 2018 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Marcum Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.