Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 113 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.08% | 0.40% | Q2 2013 | Q3 2023 | 94 |
Citadel Advisors | 34 | 1 | 0.00% | 0.01% | 0.14% | Q1 2014 | Q3 2023 | 91 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.16% | Q1 2012 | Q3 2023 | 85 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.27% | Q4 2015 | Q3 2023 | 81 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 78 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.06% | 0.37% | Q2 2013 | Q3 2023 | 72 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.04% | 0.22% | Q1 2013 | Q3 2023 | 70 |
Parallax Volatility Advisers, L.P. | 29 | 3 | 0.00% | 0.02% | 0.16% | Q4 2014 | Q4 2022 | 70 |
UBS Group AG | 36 | 36 | 0.00% | 0.08% | 0.35% | Q4 2014 | Q3 2023 | 67 |
HSBC HOLDINGS PLC | 44 | 44 | 0.00% | 0.03% | 0.40% | Q4 2012 | Q3 2023 | 65 |
JANE STREET GROUP, LLC | 29 | 3 | 0.00% | 0.10% | 0.91% | Q1 2014 | Q3 2023 | 62 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 55 |
BNP PARIBAS FINANCIAL MARKETS | 40 | 40 | 0.00% | 0.08% | 0.57% | Q4 2013 | Q3 2023 | 55 |
WOLVERINE TRADING, LLC | 9 | 2 | 0.00% | 0.02% | 0.14% | Q3 2016 | Q1 2023 | 54 |
BlueCrest Capital Management Ltd | 22 | 1 | 0.03% | 2.04% | 9.59% | Q1 2017 | Q3 2023 | 51 |
Rehmann Capital Advisory Group | 34 | 1 | 0.00% | 0.11% | 0.27% | Q3 2010 | Q3 2023 | 50 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 46 |
NWAM LLC | 32 | 13 | 0.02% | 0.38% | 0.97% | Q2 2012 | Q3 2023 | 45 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 44 |
New England Private Wealth Advisors LLC | 44 | 44 | 0.13% | 0.89% | 2.02% | Q4 2012 | Q3 2023 | 44 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.27% | 0.55% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.02% | 0.08% | 0.14% | Q4 2012 | Q3 2023 | 44 |
UBS ASSET MANAGEMENT AMERICAS INC | 42 | 42 | 0.00% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 43 |
Capital Analysts, LLC | 34 | 9 | 0.00% | 0.45% | 1.05% | Q4 2012 | Q3 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.06% | 0.32% | 0.83% | Q1 2013 | Q3 2023 | 43 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 42 |
NOMURA ASSET MANAGEMENT CO LTD | 42 | 42 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.09% | 1.28% | 2.56% | Q2 2013 | Q3 2023 | 42 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
HUNTINGTON NATIONAL BANK | 18 | 1 | 0.00% | 0.00% | 0.02% | Q3 2009 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.00% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
MILLENNIUM MANAGEMENT LLC | 21 | 5 | 0.00% | 0.01% | 0.14% | Q1 2014 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.12% | 0.30% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.03% | 0.23% | 0.53% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.00% | 0.10% | 0.47% | Q2 2013 | Q3 2023 | 42 |
FIRST TRUST ADVISORS LP | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 1.84% | 4.55% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.07% | 0.40% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.10% | 0.23% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.02% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.07% | 0.36% | 1.13% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 42 | 42 | 0.06% | 0.50% | 1.71% | Q2 2013 | Q3 2023 | 42 |
Wharton Business Group, LLC | 33 | 8 | 0.20% | 0.35% | 0.60% | Q2 2013 | Q3 2023 | 41 |
Neuberger Berman Group LLC | 37 | 4 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.13% | 0.59% | 1.27% | Q3 2013 | Q3 2023 | 41 |
FMR LLC | 41 | 41 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 41 |
Allianz Asset Management GmbH | 35 | 6 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.07% | 0.25% | Q3 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.08% | 0.17% | Q4 2013 | Q3 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.26% | Q2 2013 | Q3 2023 | 41 |
COMERICA BANK | 39 | 1 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 40 |
Hilltop Holdings Inc. | 27 | 1 | 0.04% | 0.54% | 1.72% | Q2 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.02% | 0.08% | 0.31% | Q4 2013 | Q3 2023 | 40 |
MEEDER ASSET MANAGEMENT INC | 36 | 4 | 0.00% | 1.59% | 4.55% | Q2 2013 | Q3 2023 | 40 |
Modera Wealth Management, LLC | 40 | 40 | 0.07% | 8.38% | 19.48% | Q4 2013 | Q3 2023 | 40 |
THRIVENT FINANCIAL FOR LUTHERANS | 25 | 15 | 0.01% | 0.06% | 0.27% | Q3 2013 | Q3 2023 | 40 |
EFG Asset Management (Americas) Corp. | 40 | 40 | 0.05% | 0.19% | 0.40% | Q4 2013 | Q3 2023 | 40 |
Blue Fin Capital, Inc. | 40 | 40 | 0.31% | 1.08% | 1.86% | Q4 2013 | Q3 2023 | 40 |
Dynamic Advisor Solutions LLC | 33 | 6 | 0.02% | 0.23% | 0.46% | Q4 2013 | Q3 2023 | 39 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.54% | 0.97% | 1.28% | Q2 2013 | Q4 2022 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.02% | 0.10% | Q1 2014 | Q3 2023 | 39 |
Employees Retirement System of Texas | 39 | 39 | 0.12% | 0.58% | 2.60% | Q2 2013 | Q4 2022 | 39 |
Avior Wealth Management, LLC | 25 | 14 | 0.04% | 0.57% | 1.83% | Q4 2013 | Q3 2023 | 39 |
ASSOCIATED BANC-CORP | 39 | 39 | 0.02% | 0.02% | 0.04% | Q3 2013 | Q1 2023 | 39 |
REGIONS FINANCIAL CORP | 21 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.23% | 0.61% | 1.24% | Q2 2014 | Q4 2023 | 39 |
Johnson Financial Group, Inc. | 30 | 9 | 0.01% | 0.04% | 0.13% | Q4 2013 | Q3 2023 | 39 |
Perkins Coie Trust Co | 39 | 39 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 39 |
Checchi Capital Advisers, LLC | 25 | 14 | 0.33% | 0.87% | 1.71% | Q4 2013 | Q3 2023 | 39 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
Brinker Capital Investments, LLC | 33 | 5 | 0.01% | 0.48% | 1.69% | Q2 2013 | Q4 2022 | 38 |
1832 Asset Management L.P. | 32 | 6 | 0.00% | 0.18% | 0.40% | Q1 2014 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.02% | 0.27% | 1.96% | Q2 2014 | Q3 2023 | 38 |
Cetera Advisors LLC | 38 | 38 | 0.01% | 0.11% | 0.31% | Q2 2014 | Q3 2023 | 38 |
COLONY GROUP LLC | 20 | 5 | 0.00% | 0.10% | 0.45% | Q4 2013 | Q3 2023 | 38 |
NATIXIS | 36 | 2 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 38 |
Atria Investments, Inc | 19 | 4 | 0.02% | 0.44% | 2.44% | Q2 2013 | Q3 2023 | 37 |
WEBSTER BANK, N. A. | 37 | 37 | 0.01% | 0.12% | 0.33% | Q3 2014 | Q3 2023 | 37 |
HAP Trading, LLC | 9 | 1 | 0.00% | 0.36% | 5.28% | Q3 2015 | Q4 2022 | 37 |
TD ASSET MANAGEMENT INC | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 37 |
Raymond James Financial Services Advisors, Inc. | 35 | 1 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 37 |
Advisory Services Network, LLC | 27 | 1 | 0.01% | 0.21% | 3.10% | Q2 2013 | Q3 2023 | 37 |
Mirae Asset Global Investments Co., Ltd. | 32 | 5 | 0.01% | 0.46% | 1.84% | Q3 2013 | Q3 2023 | 37 |
Tortoise Investment Management, LLC | 29 | 8 | 0.00% | 0.04% | 0.35% | Q4 2012 | Q2 2022 | 37 |
OPPENHEIMER & CO INC | 28 | 9 | 0.01% | 0.03% | 0.35% | Q2 2013 | Q3 2023 | 37 |
DAVENPORT & Co LLC | 32 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2023 | 37 |
Sigma Planning Corp | 36 | 36 | 0.02% | 0.13% | 0.54% | Q4 2014 | Q3 2023 | 36 |
Betterment LLC | 36 | 36 | 0.18% | 1.99% | 2.94% | Q4 2014 | Q3 2023 | 36 |
Towercrest Capital Management | 36 | 36 | 2.07% | 2.65% | 4.86% | Q4 2014 | Q3 2023 | 36 |
SAGE FINANCIAL GROUP INC | 36 | 36 | 0.15% | 2.15% | 11.09% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisor Networks LLC | 29 | 3 | 0.01% | 0.03% | 0.08% | Q1 2013 | Q3 2023 | 36 |
Regal Investment Advisors LLC | 14 | 1 | 0.02% | 0.18% | 1.51% | Q2 2013 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.04% | 0.42% | 0.61% | Q4 2014 | Q3 2023 | 36 |
SCOTIA CAPITAL INC. | 30 | 6 | 0.01% | 0.05% | 0.10% | Q3 2014 | Q3 2023 | 36 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35 | 35 | 0.03% | 0.43% | 1.34% | Q1 2015 | Q3 2023 | 35 |
Argent Trust Co | 35 | 35 | 0.02% | 0.12% | 0.34% | Q1 2015 | Q3 2023 | 35 |
BLAIR WILLIAM & CO/IL | 35 | 35 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 35 |
BLB&B Advisors, LLC | 34 | 1 | 0.05% | 1.00% | 1.88% | Q3 2013 | Q3 2023 | 35 |
FDx Advisors, Inc. | 15 | 2 | 0.03% | 0.24% | 0.75% | Q2 2013 | Q3 2023 | 35 |
COMMERCE BANK | 35 | 35 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q3 2023 | 35 |
Baker Avenue Asset Management, LP | 25 | 4 | 0.11% | 0.63% | 0.94% | Q2 2013 | Q3 2023 | 35 |
CLEAR INVESTMENT RESEARCH, LLC | 35 | 35 | 0.09% | 0.62% | 1.47% | Q1 2015 | Q3 2023 | 35 |
Sandy Spring Bank | 14 | 10 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 35 |
BAR HARBOR WEALTH MANAGEMENT | 35 | 35 | 0.12% | 0.38% | 0.77% | Q1 2013 | Q3 2021 | 35 |
MARSHALL WACE, LLP | 18 | 18 | 0.00% | 0.07% | 0.34% | Q4 2018 | Q1 2023 | 34 |
WRAPMANAGER INC | 27 | 7 | 0.12% | 0.87% | 1.39% | Q3 2012 | Q3 2023 | 34 |
Ameritas Investment Partners, Inc. | 31 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.01% | 0.03% | Q2 2015 | Q3 2023 | 34 |
CKW FINANCIAL GROUP | 22 | 12 | 0.08% | 0.21% | 1.01% | Q1 2015 | Q3 2023 | 34 |
HM PAYSON & CO | 22 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2022 | 34 |
ALPS ADVISORS INC | 32 | 1 | 0.00% | 0.09% | 0.25% | Q2 2014 | Q4 2022 | 33 |
Brookstone Capital Management | 33 | 33 | 0.01% | 0.49% | 1.88% | Q3 2015 | Q3 2023 | 33 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 20 | 3 | 0.00% | 0.72% | 3.18% | Q2 2013 | Q4 2022 | 33 |
QS Investors, LLC | 33 | 33 | 0.00% | 0.25% | 1.20% | Q2 2013 | Q2 2021 | 33 |
CPWM, LLC | 33 | 33 | 0.04% | 0.16% | 0.47% | Q4 2011 | Q4 2019 | 33 |
VICUS CAPITAL | 22 | 1 | 0.02% | 0.41% | 2.62% | Q2 2014 | Q2 2023 | 33 |
MCF Advisors LLC | 16 | 1 | 0.00% | 0.03% | 0.75% | Q4 2011 | Q3 2023 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.13% | 1.90% | 3.53% | Q3 2015 | Q3 2023 | 33 |
IndexIQ Advisors LLC | 23 | 2 | 0.00% | 0.75% | 1.77% | Q2 2013 | Q4 2021 | 33 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 31 | 2 | 0.02% | 0.22% | 0.50% | Q2 2015 | Q3 2023 | 33 |
SG Americas Securities, LLC | 22 | 11 | 0.00% | 0.22% | 0.94% | Q1 2015 | Q2 2023 | 33 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 19 | 14 | 0.05% | 1.54% | 2.50% | Q2 2015 | Q3 2023 | 33 |
Mitsubishi UFJ Asset Management Co., Ltd. | 33 | 33 | 0.00% | 0.36% | 1.09% | Q3 2015 | Q3 2023 | 33 |
HighTower Advisors, LLC | 30 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 32 |
Carroll Financial Associates, Inc. | 29 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2021 | 32 |
Coastline Trust Co | 32 | 32 | 0.04% | 0.11% | 0.21% | Q4 2014 | Q3 2022 | 32 |
Koshinski Asset Management, Inc. | 32 | 32 | 0.04% | 0.12% | 0.30% | Q4 2015 | Q3 2023 | 32 |
CWM, LLC | 24 | 8 | 0.00% | 0.29% | 1.04% | Q3 2015 | Q3 2023 | 32 |
WELLINGTON MANAGEMENT GROUP LLP | 28 | 4 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2023 | 32 |
NORTHERN TRUST CORP | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.06% | 0.12% | 0.25% | Q4 2015 | Q3 2023 | 32 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q4 2023 | 32 |
MUFG Americas Holdings Corp | 23 | 1 | 0.00% | 0.03% | 0.81% | Q1 2013 | Q3 2022 | 32 |
Asset Management One Co., Ltd. | 32 | 32 | 0.04% | 0.08% | 0.16% | Q4 2015 | Q3 2023 | 32 |
EP Wealth Advisors, LLC | 21 | 2 | 0.01% | 0.14% | 1.46% | Q4 2014 | Q3 2023 | 32 |
M&T BANK CORP | 21 | 3 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2023 | 31 |
Marquette Asset Management, LLC | 26 | 5 | 0.00% | 0.23% | 1.18% | Q2 2013 | Q3 2023 | 31 |
EXANE DERIVATIVES | 31 | 31 | 0.00% | 0.14% | 0.40% | Q4 2014 | Q2 2022 | 31 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.06% | 0.95% | 5.26% | Q1 2016 | Q3 2023 | 31 |
Bartlett & Co. LLC | 16 | 7 | 0.00% | 0.01% | 0.06% | Q4 2015 | Q4 2023 | 31 |
Retirement Planning Group, LLC | 31 | 31 | 0.04% | 1.08% | 4.30% | Q2 2013 | Q4 2020 | 31 |
DUBUQUE BANK & TRUST CO | 16 | 3 | 0.00% | 0.16% | 0.46% | Q1 2014 | Q3 2023 | 31 |
Allworth Financial LP | 20 | 11 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.00% | 0.14% | 0.27% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.03% | 0.22% | 0.56% | Q1 2016 | Q3 2023 | 31 |
AGF INVESTMENTS INC. | 27 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.13% | 0.72% | Q2 2013 | Q3 2023 | 31 |
JAMES INVESTMENT RESEARCH INC | 27 | 4 | 0.00% | 0.04% | 0.30% | Q3 2013 | Q4 2021 | 31 |
CITIZENS FINANCIAL GROUP INC/RI | 30 | 30 | 0.00% | 0.09% | 0.36% | Q2 2016 | Q3 2023 | 30 |
IFP Advisors, Inc | 17 | 6 | 0.11% | 0.27% | 0.77% | Q4 2015 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.11% | 0.20% | 0.44% | Q2 2013 | Q3 2020 | 30 |
Kistler-Tiffany Companies, LLC | 28 | 2 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q2 2023 | 30 |
Voya Financial Advisors, Inc. | 28 | 2 | 0.03% | 0.16% | 0.42% | Q1 2015 | Q3 2023 | 30 |
D.A. DAVIDSON & CO. | 17 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 30 |
NOMURA HOLDINGS INC | 14 | 1 | 0.00% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.02% | 0.28% | 0.84% | Q1 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.04% | 0.19% | 0.59% | Q2 2013 | Q3 2020 | 30 |
Jefferies Group LLC | 7 | 1 | 0.00% | 0.79% | 4.88% | Q2 2013 | Q3 2022 | 30 |
CAHILL FINANCIAL ADVISORS INC | 30 | 30 | 0.21% | 0.66% | 0.92% | Q2 2016 | Q3 2023 | 30 |
Morningstar Investment Services LLC | 29 | 29 | 0.00% | 0.72% | 1.46% | Q3 2015 | Q3 2022 | 29 |
B. Riley Wealth Advisors, Inc. | 27 | 1 | 0.00% | 0.05% | 0.10% | Q2 2014 | Q3 2023 | 29 |
ALLIANCEBERNSTEIN L.P. | 22 | 1 | 0.00% | 0.02% | 0.15% | Q2 2014 | Q3 2023 | 29 |
OPTIMUM INVESTMENT ADVISORS | 14 | 3 | 0.02% | 0.07% | 0.15% | Q3 2013 | Q2 2021 | 29 |
NEXT Financial Group, Inc | 14 | 2 | 0.00% | 0.20% | 0.76% | Q2 2014 | Q4 2021 | 29 |
American Research & Management Co. | 29 | 29 | 0.00% | 0.22% | 0.36% | Q2 2013 | Q2 2020 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.01% | 0.02% | 0.04% | Q3 2013 | Q3 2023 | 29 |
LEUTHOLD GROUP, LLC | 16 | 3 | 0.09% | 0.76% | 2.62% | Q2 2013 | Q3 2023 | 29 |
MML INVESTORS SERVICES, LLC | 26 | 3 | 0.05% | 0.28% | 0.88% | Q2 2015 | Q3 2023 | 29 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 11 | 1 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 29 |
Laurel Wealth Advisors, Inc. | 22 | 6 | 0.04% | 0.44% | 1.40% | Q4 2015 | Q4 2022 | 28 |
SigFig Wealth Management, LLC | 28 | 28 | 0.64% | 1.90% | 3.91% | Q4 2016 | Q3 2023 | 28 |
Itau Unibanco Holding S.A. | 24 | 4 | 0.02% | 0.18% | 0.53% | Q3 2016 | Q3 2023 | 28 |
MATHER GROUP, LLC. | 28 | 28 | 0.06% | 3.29% | 8.12% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.02% | 0.06% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.01% | 0.07% | 0.14% | Q4 2016 | Q3 2023 | 28 |
Jaffetilchin Investment Partners, LLC | 20 | 8 | 0.03% | 0.73% | 3.15% | Q1 2015 | Q4 2022 | 28 |
DIMENSION CAPITAL MANAGEMENT LLC | 28 | 28 | 0.26% | 2.10% | 6.13% | Q4 2016 | Q3 2023 | 28 |
TRUE Private Wealth Advisors | 21 | 7 | 0.00% | 0.51% | 4.33% | Q4 2015 | Q3 2023 | 28 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 25 | 3 | 0.01% | 0.16% | 0.76% | Q3 2013 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.16% | 0.57% | 1.66% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.03% | 0.18% | 0.46% | Q4 2016 | Q3 2023 | 28 |
DUNCKER STREETT & CO INC | 25 | 3 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2020 | 28 |
MISSION WEALTH MANAGEMENT, LP | 28 | 28 | 0.01% | 0.17% | 1.74% | Q2 2015 | Q1 2022 | 28 |
Montecito Bank & Trust | 28 | 28 | 0.08% | 0.76% | 3.01% | Q1 2017 | Q4 2023 | 28 |
GenTrust, LLC | 28 | 28 | 0.16% | 0.25% | 0.39% | Q4 2016 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 1.23% | 2.14% | 2.97% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.00% | 0.12% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Probity Advisors, Inc. | 18 | 2 | 1.48% | 3.30% | 4.53% | Q2 2016 | Q3 2023 | 28 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 27 | 27 | 0.23% | 0.48% | 0.67% | Q1 2017 | Q3 2023 | 27 |
Parallel Advisors, LLC | 25 | 2 | 0.01% | 0.06% | 0.38% | Q4 2016 | Q3 2023 | 27 |
Kingfisher Capital LLC | 27 | 27 | 0.07% | 0.17% | 0.25% | Q1 2017 | Q3 2023 | 27 |
BOYS ARNOLD & CO INC | 16 | 11 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q1 2020 | 27 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 27 | 27 | 0.00% | 0.15% | 0.22% | Q1 2017 | Q3 2023 | 27 |
CI INVESTMENTS INC. | 21 | 6 | 0.00% | 0.34% | 2.34% | Q4 2016 | Q3 2023 | 27 |
Gradient Investments LLC | 20 | 1 | 0.00% | 0.12% | 0.82% | Q2 2013 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 23 | 4 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q1 2020 | 27 |
CLEAR STREET MARKETS LLC | 8 | 1 | 0.00% | 0.58% | 3.94% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.05% | 0.28% | 0.71% | Q2 2013 | Q4 2019 | 27 |
Occidental Asset Management, LLC | 23 | 4 | 0.19% | 1.80% | 4.34% | Q2 2016 | Q3 2023 | 27 |
First Horizon Advisors, Inc. | 22 | 1 | 0.00% | 0.04% | 0.32% | Q1 2012 | Q3 2023 | 27 |
NewEdge Advisors, LLC | 27 | 27 | 0.03% | 0.24% | 0.77% | Q1 2017 | Q3 2023 | 27 |
REILLY FINANCIAL ADVISORS, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 27 |
Frontier Wealth Management LLC | 18 | 9 | 0.01% | 0.32% | 0.99% | Q4 2014 | Q2 2022 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.16% | 0.35% | Q4 2016 | Q3 2023 | 27 |
WASHINGTON TRUST BANK | 8 | 1 | 0.00% | 0.84% | 4.67% | Q1 2014 | Q3 2023 | 27 |
ALESCO ADVISORS LLC | 27 | 27 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q3 2023 | 27 |
BlueSky Wealth Advisors, LLC | 18 | 8 | 0.07% | 1.55% | 3.09% | Q4 2016 | Q3 2023 | 26 |
Cypress Capital Group | 25 | 1 | 0.04% | 0.17% | 0.27% | Q2 2013 | Q4 2021 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.10% | 0.29% | Q2 2013 | Q3 2019 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.03% | 0.04% | 0.06% | Q3 2016 | Q3 2023 | 26 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 26 | 26 | 0.03% | 0.57% | 3.85% | Q2 2017 | Q3 2023 | 26 |
Canal Capital Management, LLC | 15 | 1 | 0.17% | 0.55% | 1.85% | Q4 2014 | Q4 2022 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2019 | 26 |
Citizens Business Bank | 26 | 26 | 0.07% | 0.98% | 1.32% | Q1 2014 | Q2 2020 | 26 |
Millburn Ridgefield Corp | 26 | 26 | 0.00% | 0.07% | 0.39% | Q4 2016 | Q1 2023 | 26 |
AXA S.A. | 26 | 26 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2019 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.87% | 2.67% | 3.50% | Q4 2016 | Q1 2023 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.05% | 0.21% | 1.13% | Q4 2016 | Q3 2023 | 26 |
RAYMOND JAMES TRUST N.A. | 11 | 4 | 0.01% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 26 |
Arcus Capital Partners, LLC | 26 | 26 | 0.11% | 0.27% | 0.70% | Q2 2017 | Q3 2023 | 26 |
MACKENZIE FINANCIAL CORP | 25 | 1 | 0.00% | 0.04% | 0.24% | Q1 2016 | Q3 2023 | 26 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 26 | 26 | 4.70% | 11.12% | 19.38% | Q2 2017 | Q3 2023 | 26 |
Financial Architects, Inc | 12 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q1 2022 | 26 |
Cordasco Financial Network | 25 | 25 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q4 2019 | 25 |
SIGNATUREFD, LLC | 7 | 1 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 25 |
HANCOCK WHITNEY CORP | 25 | 25 | 0.01% | 0.10% | 0.30% | Q3 2017 | Q3 2023 | 25 |
Private Ocean, LLC | 20 | 1 | 0.00% | 0.30% | 4.36% | Q4 2013 | Q3 2023 | 25 |
Horizon Investments, LLC | 11 | 1 | 0.07% | 0.75% | 2.68% | Q2 2014 | Q3 2023 | 25 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 11 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2023 | 25 |
FRANKLIN RESOURCES INC | 21 | 4 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 25 |
Intellectus Partners, LLC | 19 | 6 | 0.07% | 0.55% | 1.14% | Q2 2017 | Q3 2023 | 25 |
Forefront Analytics, LLC | 24 | 24 | 0.42% | 3.83% | 6.24% | Q4 2017 | Q3 2023 | 25 |
Highland Private Wealth Management | 21 | 4 | 1.72% | 2.90% | 4.30% | Q2 2016 | Q3 2022 | 25 |
MONROE BANK & TRUST/MI | 25 | 25 | 1.22% | 1.49% | 1.74% | Q2 2013 | Q2 2019 | 25 |
Sumitomo Mitsui Trust Holdings, Inc. | 17 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 25 |
FIRST CITIZENS BANK & TRUST CO | 14 | 2 | 0.01% | 0.08% | 0.24% | Q3 2016 | Q3 2023 | 25 |
Kalos Management, Inc. | 15 | 1 | 0.03% | 0.63% | 1.05% | Q4 2015 | Q1 2023 | 25 |
Windsor Capital Management, LLC | 25 | 25 | 0.10% | 0.35% | 0.67% | Q2 2013 | Q2 2019 | 25 |
Chesley Taft & Associates LLC | 17 | 3 | 0.02% | 0.08% | 0.25% | Q2 2013 | Q4 2021 | 25 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.11% | 0.28% | 0.77% | Q4 2017 | Q3 2023 | 24 |
Ionic Capital Management LLC | 16 | 2 | 0.01% | 5.54% | 17.06% | Q1 2015 | Q2 2020 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q3 2023 | 24 |
KCS Wealth Advisory | 24 | 24 | 0.88% | 2.24% | 3.81% | Q4 2017 | Q3 2023 | 24 |
Venturi Wealth Management, LLC | 13 | 5 | 0.11% | 1.32% | 6.87% | Q4 2016 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.02% | 0.15% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Lee Financial Co | 24 | 24 | 0.00% | 1.40% | 5.44% | Q4 2016 | Q3 2022 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.01% | 0.10% | 0.35% | Q4 2017 | Q3 2023 | 24 |
STEPHENS INC /AR/ | 21 | 3 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 24 |
BDO Wealth Advisors, LLC | 15 | 9 | 0.00% | 0.07% | 0.35% | Q2 2017 | Q2 2023 | 24 |
D. E. Shaw & Co., Inc. | 9 | 1 | 0.00% | 0.11% | 0.34% | Q3 2016 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
New Potomac Partners, LLC | 24 | 24 | 0.74% | 1.62% | 2.18% | Q4 2017 | Q3 2023 | 24 |
BANK OF NOVA SCOTIA | 20 | 1 | 0.06% | 0.54% | 1.25% | Q1 2017 | Q3 2023 | 24 |
1834 INVESTMENT ADVISORS CO | 22 | 2 | 0.00% | 0.17% | 0.59% | Q3 2015 | Q2 2022 | 24 |
Ballew Advisors, Inc | 24 | 24 | 0.37% | 0.67% | 0.92% | Q4 2017 | Q3 2023 | 24 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 24 | 24 | 0.00% | 0.05% | 0.21% | Q2 2016 | Q1 2022 | 24 |
PARSONS CAPITAL MANAGEMENT INC/RI | 24 | 24 | 0.02% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
ExodusPoint Capital Management, LP | 12 | 1 | 0.00% | 0.04% | 0.15% | Q4 2019 | Q1 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.03% | 0.11% | 0.22% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Financial Advisors Network, Inc. | 17 | 1 | 1.67% | 2.24% | 3.30% | Q4 2016 | Q3 2023 | 24 |
Crewe Advisors LLC | 24 | 24 | 0.02% | 0.22% | 0.67% | Q4 2017 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.03% | 0.22% | 0.61% | Q4 2017 | Q3 2023 | 24 |
AOZORA BANK, LTD. | 18 | 6 | 3.06% | 21.40% | 44.61% | Q3 2016 | Q3 2023 | 24 |
Kingsview Wealth Management, LLC | 17 | 6 | 0.01% | 0.08% | 0.18% | Q4 2017 | Q3 2023 | 23 |
Wolf Group Capital Advisors | 14 | 1 | 0.14% | 0.27% | 0.46% | Q2 2017 | Q3 2023 | 23 |
Sargent Bickham Lagudis LLC | 23 | 23 | 0.00% | 0.02% | 0.14% | Q2 2017 | Q4 2022 | 23 |
TRUIST FINANCIAL CORP | 23 | 23 | 0.00% | 0.04% | 0.09% | Q1 2018 | Q3 2023 | 23 |
Alliance Wealth Management Group | 23 | 23 | 0.77% | 1.83% | 3.28% | Q4 2017 | Q2 2023 | 23 |
Arete Wealth Advisors, LLC | 20 | 3 | 0.02% | 0.14% | 0.38% | Q4 2017 | Q3 2023 | 23 |
AE Wealth Management LLC | 21 | 1 | 0.00% | 0.06% | 0.15% | Q4 2017 | Q3 2023 | 23 |
Perigon Wealth Management, LLC | 15 | 1 | 0.00% | 0.09% | 0.20% | Q3 2011 | Q3 2023 | 23 |
TIAA, FSB | 23 | 23 | 0.01% | 0.29% | 0.74% | Q4 2017 | Q2 2023 | 23 |
BANQUE PICTET & CIE SA | 16 | 7 | 0.00% | 0.03% | 0.08% | Q1 2016 | Q2 2022 | 23 |
Flaharty Asset Management, LLC | 23 | 23 | 0.06% | 0.18% | 0.40% | Q1 2017 | Q3 2022 | 23 |
Quad-Cities Investment Group, LLC | 23 | 23 | 0.14% | 0.47% | 0.85% | Q1 2018 | Q3 2023 | 23 |
WINTRUST INVESTMENTS LLC | 16 | 6 | 0.10% | 0.42% | 0.69% | Q4 2016 | Q2 2022 | 22 |
ARGI Investment Services, LLC | 19 | 1 | 0.02% | 0.07% | 0.24% | Q4 2013 | Q4 2022 | 22 |
CAPE COD FIVE CENTS SAVINGS BANK | 12 | 2 | 0.04% | 0.16% | 0.93% | Q4 2014 | Q3 2023 | 22 |
Leonetti & Associates, LLC | 22 | 22 | 0.08% | 0.16% | 0.25% | Q2 2013 | Q3 2018 | 22 |
PINNACLE FINANCIAL PARTNERS INC | 16 | 6 | 0.01% | 0.05% | 0.12% | Q4 2016 | Q4 2022 | 22 |
APPLETON GROUP, LLC | 8 | 1 | 0.24% | 0.46% | 1.71% | Q3 2013 | Q4 2021 | 22 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.04% | 0.37% | 1.72% | Q3 2015 | Q3 2023 | 22 |
FINANCIAL LIFE ADVISORS | 22 | 22 | 0.94% | 4.47% | 5.91% | Q4 2017 | Q1 2023 | 22 |
BESSEMER GROUP INC | 8 | 1 | 0.00% | 0.09% | 0.32% | Q2 2013 | Q3 2023 | 22 |
Stairway Partners, LLC | 22 | 22 | 1.03% | 1.75% | 2.48% | Q3 2018 | Q4 2023 | 22 |
SNS Financial Group, LLC | 22 | 22 | 0.09% | 0.25% | 0.54% | Q2 2013 | Q3 2018 | 22 |
FOUNDERS FINANCIAL SECURITIES LLC | 18 | 4 | 0.30% | 0.70% | 1.51% | Q2 2017 | Q3 2023 | 22 |
BCWM, LLC | 22 | 22 | 2.29% | 4.18% | 6.22% | Q1 2017 | Q2 2022 | 22 |
PFG Advisors | 17 | 5 | 0.02% | 0.58% | 1.87% | Q4 2017 | Q3 2023 | 22 |
Symmetry Partners, LLC | 20 | 2 | 0.32% | 0.70% | 1.12% | Q4 2016 | Q4 2023 | 22 |
HighVista Strategies LLC | 22 | 22 | 0.04% | 2.61% | 7.92% | Q2 2013 | Q3 2018 | 22 |
Friedenthal Financial | 7 | 1 | 0.14% | 1.69% | 10.27% | Q4 2013 | Q4 2021 | 22 |
HBK Sorce Advisory LLC | 13 | 9 | 0.02% | 0.12% | 0.38% | Q2 2013 | Q1 2019 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.04% | 0.45% | 0.92% | Q2 2018 | Q3 2023 | 22 |
SECURIAN ASSET MANAGEMENT, INC | 22 | 22 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q1 2022 | 22 |
United Asset Strategies, Inc. | 21 | 21 | 0.05% | 0.33% | 1.13% | Q3 2018 | Q3 2023 | 21 |
IFG Advisory, LLC | 20 | 1 | 0.03% | 0.07% | 0.10% | Q4 2017 | Q1 2023 | 21 |
FUKOKU MUTUAL LIFE INSURANCE Co | 21 | 21 | 1.12% | 2.42% | 4.06% | Q3 2018 | Q3 2023 | 21 |
CreativeOne Wealth, LLC | 21 | 21 | 0.04% | 0.15% | 0.40% | Q3 2018 | Q3 2023 | 21 |
Alexandria Capital, LLC | 18 | 3 | 0.01% | 1.35% | 5.32% | Q2 2013 | Q2 2019 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 17 | 4 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2018 | 21 |
Sunesis Advisors, LLC | 20 | 1 | 0.48% | 0.93% | 1.75% | Q2 2018 | Q3 2023 | 21 |
Jacobi Capital Management LLC | 19 | 2 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q3 2021 | 21 |
Mount Lucas Management LP | 8 | 3 | 0.05% | 0.56% | 1.16% | Q1 2016 | Q3 2023 | 21 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 1.28% | 4.97% | 7.45% | Q2 2018 | Q3 2023 | 21 |
FARMERS & MERCHANTS INVESTMENTS INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.07% | 0.37% | 1.19% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 21 |
Riggs Asset Managment Co. Inc. | 17 | 1 | 0.00% | 0.84% | 5.64% | Q1 2017 | Q3 2023 | 21 |
McIlrath & Eck, LLC | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Psagot Value Holdings Ltd. | 21 | 21 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2018 | 21 |
Mosaic Financial Partners, Inc. | 21 | 21 | 6.29% | 9.37% | 12.90% | Q2 2013 | Q2 2018 | 21 |
Bogart Wealth, LLC | 9 | 4 | 0.00% | 0.02% | 0.18% | Q3 2017 | Q3 2023 | 20 |
AGILIS PARTNERS LLC | 20 | 20 | 0.79% | 1.32% | 2.03% | Q4 2018 | Q3 2023 | 20 |
HCR Wealth Advisors | 12 | 1 | 0.00% | 0.12% | 0.18% | Q4 2016 | Q3 2023 | 20 |
Banco Santander, S.A. | 19 | 1 | 0.00% | 0.14% | 0.28% | Q1 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.01% | 0.13% | 0.45% | Q1 2016 | Q4 2020 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.05% | 0.19% | Q1 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.01% | 0.06% | 0.09% | Q4 2018 | Q3 2023 | 20 |
Full Sail Capital, LLC | 20 | 20 | 0.48% | 1.08% | 1.53% | Q4 2018 | Q3 2023 | 20 |
MARSHALL FINANCIAL GROUP INC /ADV | 20 | 20 | 0.10% | 0.32% | 0.90% | Q4 2018 | Q3 2023 | 20 |
Lido Advisors, LLC | 20 | 20 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2022 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
UBP Investment Advisors SA | 20 | 20 | 2.02% | 5.11% | 10.12% | Q4 2017 | Q3 2022 | 20 |
Windhaven Investment Management, Inc. | 20 | 20 | 0.00% | 2.65% | 7.74% | Q2 2013 | Q1 2018 | 20 |
DOWLING & YAHNKE LLC | 20 | 20 | 0.14% | 0.21% | 0.31% | Q4 2017 | Q3 2022 | 20 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.01% | 0.24% | 1.47% | Q4 2018 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.38% | 0.79% | 1.22% | Q4 2018 | Q3 2023 | 20 |
RPg Family Wealth Advisory, LLC | 9 | 1 | 0.01% | 0.27% | 0.77% | Q4 2015 | Q3 2023 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.07% | 0.72% | 1.67% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.32% | 0.43% | 0.58% | Q4 2018 | Q3 2023 | 20 |
Trek Financial, LLC | 20 | 20 | 0.15% | 2.81% | 12.32% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.08% | 0.14% | Q4 2017 | Q3 2022 | 20 |
Capital Investment Advisory Services, LLC | 20 | 20 | 0.00% | 0.03% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Rockefeller Capital Management L.P. | 20 | 20 | 0.01% | 0.02% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Financial Enhancement Group LLC | 20 | 20 | 0.20% | 1.21% | 2.27% | Q4 2017 | Q3 2022 | 20 |
Sowell Financial Services LLC | 10 | 1 | 0.05% | 0.22% | 0.68% | Q4 2016 | Q1 2023 | 20 |
Verition Fund Management LLC | 8 | 1 | 0.01% | 0.10% | 0.61% | Q3 2014 | Q3 2023 | 20 |
OneDigital Investment Advisors LLC | 11 | 4 | 0.01% | 0.18% | 0.58% | Q2 2017 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 1.82% | 2.04% | 2.33% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.01% | 0.07% | 0.26% | Q4 2018 | Q3 2023 | 20 |
American Financial Advisors, LLC | 20 | 20 | 0.38% | 2.15% | 3.98% | Q4 2018 | Q3 2023 | 20 |
Omega Financial Group, LLC | 20 | 20 | 2.25% | 2.75% | 3.18% | Q4 2018 | Q3 2023 | 20 |
THOMASPARTNERS, INC. | 20 | 20 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q1 2018 | 20 |
Hexavest Inc. | 19 | 19 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2021 | 19 |
Crabel Capital Management, LLC | 7 | 4 | 0.14% | 1.74% | 3.37% | Q4 2017 | Q3 2023 | 19 |
JUNCTURE WEALTH STRATEGIES, LLC | 19 | 19 | 0.16% | 0.30% | 0.48% | Q3 2016 | Q1 2021 | 19 |
Slow Capital, Inc. | 16 | 1 | 0.03% | 0.34% | 0.80% | Q4 2017 | Q1 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 18 | 1 | 0.02% | 0.43% | 1.66% | Q1 2016 | Q4 2020 | 19 |
Willingdon Wealth Management | 13 | 6 | 0.01% | 0.57% | 1.06% | Q4 2013 | Q1 2020 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.06% | 0.07% | 0.13% | Q2 2018 | Q4 2022 | 19 |
PRUDENTIAL PLC | 15 | 1 | 0.00% | 0.06% | 0.39% | Q2 2013 | Q1 2023 | 19 |
Baystate Wealth Management LLC | 17 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 19 |
QUATTRO FINANCIAL ADVISORS LLC | 10 | 9 | 0.00% | 1.68% | 4.36% | Q1 2017 | Q4 2021 | 19 |
Day & Ennis, LLC | 13 | 3 | 0.08% | 0.54% | 1.15% | Q1 2017 | Q3 2023 | 19 |
AlphaMark Advisors, LLC | 12 | 7 | 0.06% | 0.25% | 0.37% | Q2 2013 | Q3 2023 | 19 |
Advisory Alpha, LLC | 11 | 1 | 0.01% | 1.78% | 3.58% | Q1 2017 | Q3 2023 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 0.04% | 0.18% | 0.78% | Q2 2013 | Q4 2017 | 19 |
ENTERPRISE FINANCIAL SERVICES CORP | 12 | 7 | 0.00% | 0.04% | 0.10% | Q4 2013 | Q3 2021 | 19 |
Kovitz Investment Group Partners, LLC | 14 | 5 | 0.01% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 19 |
Aptus Capital Advisors, LLC | 19 | 19 | 0.00% | 0.09% | 0.88% | Q1 2019 | Q3 2023 | 19 |
W.G. Shaheen & Associates DBA Whitney & Co | 19 | 19 | 0.00% | 0.84% | 2.64% | Q1 2018 | Q3 2022 | 19 |
Cassaday & Co Inc. | 16 | 1 | 0.00% | 0.02% | 0.27% | Q3 2015 | Q4 2021 | 19 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 19 | 19 | 0.00% | 0.08% | 0.20% | Q1 2019 | Q3 2023 | 19 |
Dorsey Wright & Associates | 3 | 1 | 0.02% | 0.19% | 0.33% | Q4 2013 | Q2 2023 | 19 |
Capital Investment Advisors, LLC | 19 | 19 | 0.06% | 0.15% | 0.24% | Q4 2013 | Q2 2018 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.08% | 0.28% | 1.33% | Q2 2013 | Q4 2017 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.04% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 19 |
LINCOLN NATIONAL CORP | 13 | 6 | 0.01% | 0.03% | 0.14% | Q1 2017 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.21% | 0.41% | 0.72% | Q2 2013 | Q4 2017 | 19 |
BerganKDV Wealth Management, LLC | 19 | 19 | 0.00% | 0.08% | 0.11% | Q4 2018 | Q2 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q2 2022 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.04% | 0.17% | 0.57% | Q1 2019 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.06% | 0.16% | Q1 2019 | Q3 2023 | 19 |
WEALTHFRONT Corp | 19 | 19 | 1.09% | 1.37% | 1.66% | Q1 2014 | Q3 2018 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 1.31% | 3.31% | 4.21% | Q4 2018 | Q2 2023 | 19 |
Aspire Private Capital, LLC | 10 | 9 | 0.00% | 0.04% | 0.13% | Q4 2018 | Q3 2023 | 19 |
Wealthspire Advisors, L.P. | 19 | 19 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q2 2020 | 19 |
REGENTATLANTIC CAPITAL LLC | 18 | 18 | 0.03% | 0.06% | 0.10% | Q4 2013 | Q1 2018 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.06% | 0.25% | 0.36% | Q2 2019 | Q3 2023 | 18 |
Live Your Vision, LLC | 11 | 7 | 1.23% | 1.68% | 2.50% | Q3 2014 | Q1 2019 | 18 |
Summit X, LLC | 11 | 1 | 0.03% | 0.47% | 0.92% | Q2 2017 | Q3 2023 | 18 |
JANUS HENDERSON GROUP PLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 18 |
Litman Gregory Wealth Management LLC | 18 | 18 | 0.02% | 0.52% | 0.98% | Q3 2017 | Q4 2021 | 18 |
Strategic Investment Advisors / MI | 15 | 1 | 0.04% | 3.01% | 5.65% | Q4 2018 | Q3 2023 | 18 |
Cornerstone Wealth Group, LLC | 14 | 4 | 0.10% | 0.58% | 5.76% | Q1 2019 | Q3 2023 | 18 |
PICTET ASSET MANAGEMENT LTD | 18 | 18 | 0.01% | 0.05% | 0.16% | Q1 2017 | Q2 2021 | 18 |
Klingman & Associates, LLC | 14 | 4 | 0.06% | 0.11% | 0.18% | Q4 2014 | Q4 2019 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
Mariner, LLC | 11 | 1 | 0.00% | 0.07% | 0.34% | Q1 2014 | Q3 2023 | 18 |
Renaissance Technologies | 9 | 2 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q1 2023 | 18 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 18 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 18 | 18 | 0.14% | 0.73% | 1.59% | Q4 2018 | Q1 2023 | 18 |
Savant Capital, LLC | 18 | 18 | 0.43% | 3.20% | 7.69% | Q2 2019 | Q3 2023 | 18 |
LEVEL FOUR ADVISORY SERVICES, LLC | 18 | 18 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q2 2021 | 18 |
LifePlan Financial Group, Inc | 17 | 1 | 0.07% | 0.68% | 1.52% | Q2 2015 | Q3 2020 | 18 |
Focused Wealth Management, Inc | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2023 | 18 |
Robertson Stephens Wealth Management, LLC | 14 | 4 | 0.02% | 1.42% | 3.30% | Q4 2018 | Q3 2023 | 18 |
Shamrock Asset Management LLC | 9 | 1 | 0.04% | 0.77% | 2.58% | Q2 2013 | Q3 2019 | 18 |
B. Riley Wealth Management, Inc. | 8 | 4 | 0.00% | 0.07% | 0.18% | Q1 2014 | Q2 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q3 2017 | 18 |
BTS Asset Management, Inc. | 10 | 1 | 0.00% | 0.42% | 2.10% | Q3 2017 | Q3 2023 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2019 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.18% | 0.52% | 0.83% | Q1 2016 | Q3 2023 | 18 |
Wall Capital Group, Inc. | 13 | 5 | 0.02% | 0.31% | 1.16% | Q1 2017 | Q1 2022 | 18 |
RELIANCE TRUST CO OF DELAWARE | 11 | 7 | 0.11% | 0.22% | 0.60% | Q2 2013 | Q1 2019 | 18 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 18 |
Icon Wealth Partners, LLC | 10 | 2 | 0.03% | 0.28% | 0.90% | Q4 2017 | Q3 2023 | 18 |
Capital Advisory Group Advisory Services, LLC | 15 | 2 | 0.02% | 0.07% | 0.12% | Q1 2018 | Q2 2022 | 17 |
Partnervest Advisory Services LLC | 5 | 1 | 0.01% | 0.36% | 1.08% | Q2 2013 | Q3 2020 | 17 |
Prospera Financial Services Inc | 14 | 1 | 0.02% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q2 2017 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2021 | 17 |
FIRST MANHATTAN CO. LLC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 17 |
HHM Wealth Advisors, LLC | 10 | 3 | 0.00% | 0.11% | 0.28% | Q4 2018 | Q3 2023 | 17 |
MD Financial Management Inc. | 17 | 17 | 2.09% | 3.67% | 5.28% | Q4 2017 | Q4 2021 | 17 |
FIRST MERCHANTS CORP | 17 | 17 | 0.28% | 0.35% | 0.47% | Q3 2019 | Q3 2023 | 17 |
STATE OF WISCONSIN INVESTMENT BOARD | 17 | 17 | 0.02% | 0.24% | 0.68% | Q3 2019 | Q3 2023 | 17 |
Merriman Wealth Management, LLC | 5 | 1 | 0.10% | 0.85% | 4.03% | Q3 2013 | Q4 2021 | 17 |
ALTERNA WEALTH MANAGEMENT, INC | 9 | 8 | 0.08% | 1.27% | 3.31% | Q4 2018 | Q3 2023 | 17 |
Simplicity Solutions, LLC | 10 | 1 | 0.01% | 0.05% | 0.13% | Q3 2016 | Q3 2023 | 17 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 17 |
Gilbert & Cook, Inc. | 15 | 2 | 0.04% | 0.16% | 0.30% | Q4 2016 | Q1 2022 | 17 |
FEDERATED HERMES, INC. | 10 | 1 | 0.00% | 0.04% | 0.13% | Q4 2014 | Q1 2023 | 17 |
Unison Advisors LLC | 12 | 5 | 0.06% | 0.25% | 0.97% | Q4 2017 | Q3 2023 | 17 |
Western Wealth Management, LLC | 11 | 2 | 0.01% | 0.08% | 0.17% | Q4 2018 | Q2 2023 | 17 |
Sage Advisory Services, Ltd.Co. | 14 | 1 | 0.11% | 0.96% | 1.80% | Q1 2018 | Q3 2023 | 17 |
Burleson & Company, LLC | 12 | 5 | 0.02% | 0.11% | 0.26% | Q2 2018 | Q4 2022 | 17 |
Pinnacle Advisory Group, Inc. | 17 | 17 | 0.02% | 0.06% | 0.09% | Q1 2017 | Q1 2021 | 17 |
I.G. INVESTMENT MANAGEMENT, LTD. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2017 | 17 |
NextCapital Advisers, Inc. | 14 | 3 | 1.76% | 2.05% | 2.30% | Q1 2018 | Q2 2022 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 17 |
Continuum Advisory, LLC | 8 | 1 | 0.13% | 0.23% | 0.52% | Q1 2017 | Q3 2023 | 17 |
Cardan Capital Partners, LLC | 12 | 1 | 0.53% | 0.95% | 1.50% | Q4 2015 | Q1 2021 | 17 |
Bay Harbor Wealth Management, LLC | 9 | 8 | 0.01% | 0.18% | 0.51% | Q4 2018 | Q3 2023 | 17 |
Bluefin Trading, LLC | 5 | 1 | 0.00% | 0.45% | 2.15% | Q2 2013 | Q2 2020 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 17 |
Virtue Capital Management, LLC | 11 | 2 | 0.05% | 0.46% | 1.77% | Q4 2017 | Q3 2023 | 17 |
Foundations Investment Advisors, LLC | 12 | 5 | 0.03% | 0.22% | 1.06% | Q4 2018 | Q3 2023 | 17 |
Peregrine Asset Advisers, Inc. | 11 | 6 | 0.18% | 0.92% | 5.26% | Q1 2016 | Q4 2021 | 17 |
Peachtree Investment Advisors, Inc. | 17 | 17 | 0.03% | 3.45% | 7.03% | Q3 2014 | Q3 2018 | 17 |
US FINANCIAL ADVISORS, LLC | 12 | 2 | 0.09% | 0.40% | 0.69% | Q4 2014 | Q3 2023 | 17 |
Dai-ichi Life Insurance Company, Ltd | 5 | 1 | 0.01% | 1.63% | 5.95% | Q2 2017 | Q3 2023 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.08% | Q4 2019 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.02% | 0.05% | 0.12% | Q4 2019 | Q4 2023 | 17 |
Invesco Ltd. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2020 | 17 |
WealthOne, LLC | 17 | 17 | 0.08% | 0.51% | 1.60% | Q4 2018 | Q4 2022 | 17 |
Bigelow Investment Advisors, LLC | 17 | 17 | 0.14% | 0.28% | 0.45% | Q3 2019 | Q3 2023 | 17 |
Compagnie Lombard Odier SCmA | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 17 |
Krilogy Financial LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q3 2015 | Q4 2021 | 17 |
Versant Capital Management, Inc | 16 | 16 | 0.87% | 3.17% | 6.02% | Q1 2020 | Q4 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.19% | 0.27% | 0.52% | Q4 2019 | Q3 2023 | 16 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.04% | 0.88% | 1.64% | Q4 2017 | Q2 2023 | 16 |
CENTRAL BANK & TRUST CO | 7 | 3 | 0.06% | 0.39% | 0.92% | Q4 2016 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.08% | 0.23% | 0.69% | Q4 2019 | Q3 2023 | 16 |
Copperleaf Capital, LLC | 16 | 16 | 0.31% | 1.43% | 3.55% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.07% | 0.30% | 0.91% | Q4 2019 | Q3 2023 | 16 |
ISLAY CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.03% | 1.25% | 5.80% | Q4 2019 | Q3 2023 | 16 |
Insight Wealth Partners, LLC | 16 | 16 | 0.53% | 2.30% | 3.59% | Q4 2019 | Q3 2023 | 16 |
CITIZENS & NORTHERN CORP | 13 | 3 | 0.14% | 3.45% | 6.04% | Q3 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.04% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.15% | 2.10% | Q4 2019 | Q3 2023 | 16 |
Gladstone Institutional Advisory LLC | 16 | 16 | 0.02% | 0.11% | 0.40% | Q4 2018 | Q3 2022 | 16 |
Brevan Howard Capital Management LP | 7 | 1 | 0.11% | 3.26% | 10.68% | Q3 2017 | Q3 2023 | 16 |
Sompo Asset Management Co., Ltd. | 16 | 16 | 0.17% | 0.79% | 2.00% | Q3 2019 | Q2 2023 | 16 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
CAPITAL ONE, NATIONAL ASSOCIATION | 15 | 1 | 0.12% | 0.48% | 1.84% | Q4 2014 | Q4 2019 | 16 |
TORONTO DOMINION BANK | 6 | 1 | 0.00% | 0.17% | 0.60% | Q1 2013 | Q3 2023 | 16 |
JONES FINANCIAL COMPANIES LLLP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
INVESTMENT CENTERS OF AMERICA INC | 11 | 2 | 0.05% | 0.22% | 0.67% | Q2 2013 | Q3 2017 | 16 |
BOKF, NA | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2022 | 16 |
Larson Financial Group LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
SeaCrest Wealth Management, LLC | 6 | 4 | 0.00% | 0.04% | 0.08% | Q4 2017 | Q2 2022 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.05% | 0.16% | 0.57% | Q4 2019 | Q3 2023 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 0.10% | 0.35% | 0.64% | Q4 2019 | Q3 2023 | 16 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 10 | 3 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q3 2023 | 16 |
PANAGORA ASSET MANAGEMENT INC | 16 | 16 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q4 2018 | 16 |
CIBC Asset Management Inc | 16 | 16 | 0.02% | 0.09% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Element Wealth, LLC | 16 | 16 | 0.05% | 0.07% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Lenox Wealth Advisors, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.04% | 0.33% | 1.81% | Q4 2019 | Q3 2023 | 16 |
AFAM CAPITAL, INC. | 14 | 2 | 0.08% | 0.56% | 1.77% | Q2 2013 | Q3 2018 | 16 |
Clear Creek Financial Management, LLC | 11 | 2 | 0.05% | 0.26% | 1.13% | Q2 2019 | Q3 2023 | 16 |
Concorde Asset Management, LLC | 15 | 1 | 0.26% | 0.66% | 1.37% | Q3 2016 | Q4 2020 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.16% | 0.40% | Q4 2019 | Q3 2023 | 16 |
RFG Advisory, LLC | 9 | 7 | 0.02% | 0.11% | 0.32% | Q2 2018 | Q3 2023 | 16 |
Belpointe Asset Management LLC | 9 | 1 | 0.01% | 0.07% | 0.70% | Q4 2017 | Q3 2023 | 16 |
BROWN BROTHERS HARRIMAN & CO | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 16 |
McAdam, LLC | 11 | 2 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 16 |
Integrated Advisors Network LLC | 10 | 5 | 0.02% | 0.29% | 0.92% | Q4 2019 | Q3 2023 | 15 |
HMS Capital Management, LLC | 5 | 3 | 0.02% | 1.06% | 1.93% | Q3 2016 | Q1 2020 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
PFS INVESTMENTS INC. | 9 | 2 | 0.12% | 0.50% | 1.14% | Q4 2017 | Q2 2023 | 15 |
Investors Research Corp | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 15 |
Visionary Asset Management, Inc. | 8 | 1 | 0.02% | 0.40% | 0.63% | Q3 2013 | Q4 2018 | 15 |
BREMER TRUST NATIONAL ASSOCIATION | 13 | 1 | 0.01% | 0.32% | 0.72% | Q4 2013 | Q4 2018 | 15 |
Stonebridge Capital Advisors LLC | 7 | 3 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 15 |
Csenge Advisory Group | 10 | 1 | 0.02% | 0.06% | 0.12% | Q3 2018 | Q3 2023 | 15 |
Venture Visionary Partners LLC | 13 | 2 | 0.05% | 0.11% | 0.29% | Q4 2019 | Q3 2023 | 15 |
TWO SIGMA SECURITIES, LLC | 4 | 1 | 0.00% | 0.05% | 0.46% | Q2 2016 | Q2 2023 | 15 |
BlackRock Group LTD | 15 | 15 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Valeo Financial Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2021 | 15 |
Apollon Wealth Management, LLC | 9 | 1 | 0.03% | 0.19% | 0.67% | Q4 2018 | Q3 2023 | 15 |
MASSMUTUAL TRUST CO FSB/ADV | 5 | 1 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q4 2023 | 15 |
Heritage Trust Co | 11 | 4 | 0.03% | 0.04% | 0.07% | Q1 2018 | Q1 2022 | 15 |
PRUDENT INVESTORS NETWORK, INC. | 8 | 7 | 7.34% | 10.41% | 15.10% | Q4 2019 | Q3 2023 | 15 |
Savior LLC | 10 | 5 | 0.00% | 0.05% | 0.22% | Q4 2019 | Q3 2023 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q3 2019 | 15 |
Arkos Global Advisors | 15 | 15 | 0.06% | 0.80% | 1.18% | Q4 2018 | Q2 2022 | 15 |
Ironsides Asset Advisors, LLC | 8 | 7 | 0.10% | 0.30% | 0.49% | Q2 2014 | Q3 2018 | 15 |
Advisory Resource Group | 15 | 15 | 0.17% | 0.45% | 0.68% | Q4 2019 | Q2 2023 | 15 |
HighTower Trust Company, N.A. | 11 | 1 | 0.03% | 0.13% | 0.27% | Q2 2013 | Q3 2018 | 15 |
Good Life Advisors, LLC | 14 | 1 | 0.08% | 0.51% | 0.62% | Q1 2017 | Q1 2021 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.17% | 1.47% | 2.72% | Q4 2019 | Q3 2023 | 15 |
Arrow Investment Advisors, LLC | 4 | 1 | 1.03% | 1.32% | 1.76% | Q1 2017 | Q3 2023 | 15 |
HL FINANCIAL SERVICES LLC | 5 | 3 | 0.01% | 0.04% | 0.13% | Q4 2013 | Q1 2019 | 15 |
Manifold Partners, LLC | 14 | 1 | 0.09% | 6.94% | 15.32% | Q2 2013 | Q1 2018 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.08% | 0.14% | 0.21% | Q1 2020 | Q3 2023 | 15 |
Advisors Asset Management, Inc. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 15 |
Evolution Wealth Advisors, LLC | 14 | 1 | 0.17% | 0.45% | 0.78% | Q4 2018 | Q3 2023 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.08% | 0.12% | 0.16% | Q2 2013 | Q4 2016 | 15 |
Edmonds Duncan Registered Investment Advisors, LLC | 9 | 6 | 0.13% | 2.22% | 3.42% | Q4 2015 | Q3 2019 | 15 |
Gramercy Funds Management LLC | 10 | 5 | 12.47% | 53.99% | 100.00% | Q4 2017 | Q2 2022 | 15 |
AdvicePeriod, LLC | 15 | 15 | 0.20% | 0.48% | 0.67% | Q4 2017 | Q2 2021 | 15 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.01% | 0.15% | 0.80% | Q3 2017 | Q2 2023 | 15 |
FOSTER & MOTLEY INC | 15 | 15 | 0.06% | 0.78% | 1.09% | Q1 2020 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.08% | 0.23% | 0.45% | Q2 2016 | Q4 2019 | 15 |
Municipal Employees' Retirement System of Michigan | 15 | 15 | 2.38% | 4.60% | 7.38% | Q1 2020 | Q3 2023 | 15 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2016 | 15 |
Hilton Capital Management, LLC | 9 | 3 | 0.01% | 1.07% | 7.10% | Q1 2019 | Q3 2023 | 15 |
XML Financial, LLC | 10 | 5 | 0.05% | 0.30% | 0.66% | Q4 2019 | Q3 2023 | 15 |
RIVERSEDGE ADVISORS, LLC | 15 | 15 | 0.99% | 1.27% | 2.08% | Q2 2019 | Q4 2022 | 15 |
CENTRAL TRUST Co | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.22% | 0.41% | 0.60% | Q1 2020 | Q3 2023 | 15 |
Conservest Capital Advisors, Inc. | 9 | 6 | 0.12% | 1.93% | 3.39% | Q3 2019 | Q3 2023 | 15 |
Westover Capital Advisors, LLC | 11 | 4 | 1.40% | 3.20% | 5.20% | Q2 2013 | Q3 2018 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q4 2016 | 15 |
VPR Management LLC | 15 | 15 | 0.08% | 0.10% | 0.14% | Q1 2020 | Q3 2023 | 15 |
Analyst IMS Investment Management Services Ltd. | 14 | 14 | 0.19% | 0.51% | 0.68% | Q3 2015 | Q4 2018 | 14 |
PineBridge Investments, L.P. | 8 | 6 | 0.16% | 0.83% | 2.84% | Q4 2015 | Q3 2021 | 14 |
Lenox Wealth Management, Inc. | 8 | 6 | 0.00% | 0.11% | 0.73% | Q4 2015 | Q2 2020 | 14 |
Man Group plc | 13 | 13 | 0.00% | 0.13% | 0.38% | Q1 2019 | Q1 2022 | 14 |
WEDBUSH SECURITIES INC | 11 | 3 | 0.01% | 0.05% | 0.08% | Q4 2019 | Q3 2023 | 14 |
ROCKLAND TRUST CO | 6 | 1 | 0.03% | 0.12% | 0.31% | Q4 2015 | Q3 2023 | 14 |
Kohmann Bosshard Financial Services, LLC | 14 | 14 | 0.06% | 0.10% | 0.16% | Q4 2018 | Q1 2022 | 14 |
55I, LLC | 14 | 14 | 0.04% | 0.28% | 0.88% | Q4 2018 | Q1 2022 | 14 |
VALLEY NATIONAL ADVISERS INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 14 |
Weatherstone Capital Management | 8 | 1 | 0.14% | 1.50% | 5.59% | Q2 2013 | Q1 2019 | 14 |
AVIANCE CAPITAL MANAGEMENT, LLC | 9 | 2 | 0.00% | 0.40% | 1.34% | Q2 2013 | Q1 2019 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.06% | 0.09% | 0.15% | Q2 2013 | Q3 2016 | 14 |
Pinnacle Wealth Planning Services, Inc. | 9 | 1 | 0.03% | 0.11% | 0.26% | Q4 2018 | Q3 2023 | 14 |
Van Hulzen Asset Management, LLC | 12 | 2 | 0.03% | 0.10% | 0.19% | Q4 2019 | Q3 2023 | 14 |
Pure Financial Advisors, LLC | 14 | 14 | 0.05% | 0.37% | 0.47% | Q3 2020 | Q4 2023 | 14 |
Retirement Group, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 14 |
RiverFront Investment Group, LLC | 6 | 3 | 0.02% | 1.67% | 3.64% | Q4 2008 | Q2 2022 | 14 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 10 | 4 | 0.21% | 0.87% | 2.09% | Q1 2020 | Q3 2023 | 14 |
Verdence Capital Advisors LLC | 14 | 14 | 0.22% | 0.31% | 0.41% | Q2 2020 | Q3 2023 | 14 |
Strategic Financial Services, Inc, | 14 | 14 | 0.05% | 0.41% | 0.75% | Q2 2020 | Q3 2023 | 14 |
Wealth Quarterback LLC | 6 | 1 | 0.18% | 1.68% | 5.02% | Q1 1987 | Q3 2023 | 14 |
WOODMONT INVESTMENT COUNSEL LLC | 10 | 4 | 0.01% | 0.17% | 0.30% | Q2 2015 | Q1 2020 | 14 |
Maryland Capital Management | 9 | 1 | 0.04% | 0.05% | 0.07% | Q2 2013 | Q3 2021 | 14 |
Bedel Financial Consulting, Inc. | 13 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q1 2022 | 14 |
SevenBridge Financial Group, LLC | 13 | 1 | 0.01% | 0.02% | 0.10% | Q2 2016 | Q1 2021 | 14 |
FIRST HAWAIIAN BANK | 11 | 3 | 0.00% | 0.35% | 0.69% | Q3 2018 | Q3 2023 | 14 |
Confluence Wealth Management LLC | 14 | 14 | 0.15% | 0.22% | 0.29% | Q1 2014 | Q2 2017 | 14 |
Stelac Advisory Services LLC | 12 | 2 | 0.06% | 0.18% | 0.32% | Q2 2013 | Q3 2023 | 14 |
PATTON ALBERTSON MILLER GROUP, LLC | 8 | 3 | 0.06% | 0.85% | 1.94% | Q3 2016 | Q2 2020 | 14 |
Bernicke Wealth Management, Ltd. | 11 | 3 | 0.22% | 5.00% | 7.70% | Q4 2014 | Q2 2020 | 14 |
NAPLES GLOBAL ADVISORS, LLC | 14 | 14 | 0.03% | 0.08% | 0.12% | Q3 2019 | Q4 2022 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2022 | 14 |
Prestige Wealth Management Group LLC | 13 | 1 | 0.00% | 0.00% | 0.03% | Q4 2018 | Q3 2023 | 14 |
SIMPLEX TRADING, LLC | 3 | 1 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 14 |
Visionary Wealth Advisors | 14 | 14 | 0.03% | 0.68% | 1.23% | Q4 2019 | Q1 2023 | 14 |
Mitsubishi UFJ Trust & Banking Corp | 6 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 14 |
Nuveen Asset Management, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2016 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 9 | 4 | 0.09% | 0.22% | 0.31% | Q3 2016 | Q4 2020 | 13 |
Midwest Professional Planners, LTD. | 12 | 1 | 1.70% | 2.65% | 4.91% | Q4 2017 | Q1 2021 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.02% | 0.07% | Q3 2020 | Q3 2023 | 13 |
D.B. Root & Company, LLC | 11 | 1 | 0.09% | 0.11% | 0.14% | Q1 2018 | Q3 2021 | 13 |
WealthTrust-Arizona, LLC | 11 | 2 | 0.00% | 0.23% | 0.44% | Q1 2015 | Q4 2018 | 13 |
D'Orazio & Associates, Inc. | 7 | 6 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q1 2021 | 13 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.04% | 0.23% | 0.52% | Q3 2015 | Q1 2022 | 13 |
Cerity Partners LLC | 12 | 1 | 0.00% | 0.17% | 0.29% | Q2 2020 | Q3 2023 | 13 |
PITCAIRN CO | 9 | 4 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 13 |
Graves Light Lenhart Wealth, Inc. | 11 | 2 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q1 2022 | 13 |
MA Private Wealth | 6 | 3 | 0.16% | 0.40% | 1.37% | Q4 2018 | Q3 2023 | 13 |
AT Bancorp | 13 | 13 | 0.55% | 1.42% | 2.36% | Q1 2016 | Q1 2019 | 13 |
Your Advocates Ltd., LLP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 13 |
Realta Investment Advisors | 5 | 2 | 0.02% | 0.05% | 0.08% | Q1 2019 | Q3 2023 | 13 |
West Coast Financial LLC | 9 | 4 | 0.03% | 0.08% | 0.18% | Q4 2014 | Q3 2023 | 13 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.11% | 0.46% | Q1 2017 | Q2 2023 | 13 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 2 | 0.00% | 0.03% | 0.13% | Q1 2015 | Q4 2021 | 13 |
Hardy Reed LLC | 13 | 13 | 0.30% | 0.68% | 1.02% | Q4 2018 | Q4 2021 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q3 2023 | 13 |
Clarus Wealth Advisors | 13 | 13 | 0.14% | 0.18% | 0.21% | Q2 2019 | Q2 2022 | 13 |
Broadview Financial Management, LLC | 13 | 13 | 0.16% | 0.99% | 1.96% | Q4 2019 | Q4 2022 | 13 |
GeoWealth Management, LLC | 10 | 3 | 0.01% | 0.27% | 0.87% | Q2 2019 | Q3 2023 | 13 |
AlphaStar Capital Management, LLC | 9 | 1 | 0.05% | 0.40% | 1.29% | Q1 2018 | Q3 2022 | 13 |
BLACKROCK ADVISORS LLC | 11 | 2 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q4 2016 | 13 |
Homrich & Berg | 3 | 1 | 0.01% | 0.04% | 0.08% | Q1 2015 | Q3 2021 | 13 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.01% | 0.09% | Q4 2015 | Q3 2023 | 13 |
Stone House Investment Management, LLC | 10 | 3 | 0.38% | 2.19% | 5.25% | Q4 2016 | Q3 2023 | 13 |
Main Management LLC | 13 | 13 | 0.00% | 0.18% | 0.49% | Q3 2020 | Q3 2023 | 13 |
Point72 Asset Management, L.P. | 7 | 2 | 0.01% | 0.05% | 0.16% | Q2 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.20% | 0.22% | 0.26% | Q3 2020 | Q3 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2022 | 13 |
First Heartland Consultants, Inc. | 8 | 1 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q2 2023 | 13 |
NorthCoast Asset Management LLC | 13 | 13 | 0.16% | 1.02% | 2.24% | Q3 2018 | Q3 2021 | 13 |
ALPHASIMPLEX GROUP, LLC | 13 | 13 | 0.20% | 0.77% | 1.58% | Q4 2017 | Q4 2020 | 13 |
Ellis Investment Partners, LLC | 13 | 13 | 0.01% | 0.01% | 0.05% | Q2 2019 | Q2 2022 | 13 |
Wealth CMT | 7 | 6 | 0.29% | 0.56% | 1.01% | Q4 2019 | Q1 2023 | 13 |
Providence Capital Advisors, LLC | 7 | 1 | 0.00% | 0.28% | 0.61% | Q4 2018 | Q3 2023 | 13 |
Financial Sense Advisors, Inc. | 6 | 1 | 0.21% | 4.11% | 10.47% | Q1 2019 | Q3 2023 | 13 |
CALTON & ASSOCIATES, INC. | 12 | 1 | 0.06% | 0.10% | 0.17% | Q4 2017 | Q1 2022 | 13 |
Semmax Financial Advisors Inc. | 9 | 1 | 0.00% | 0.85% | 1.73% | Q4 2018 | Q3 2023 | 13 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.00% | 0.00% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2021 | 12 |
Hoxton Financial, Inc. | 12 | 12 | 0.00% | 2.34% | 5.34% | Q2 2013 | Q1 2016 | 12 |
WFA of San Diego, LLC | 11 | 1 | 0.06% | 0.73% | 1.25% | Q2 2020 | Q3 2023 | 12 |
Tuttle Capital Management, LLC | 6 | 2 | 0.12% | 1.69% | 4.55% | Q2 2014 | Q2 2019 | 12 |
CVA Family Office, LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q1 2023 | 12 |
Varma Mutual Pension Insurance Co | 12 | 12 | 1.30% | 3.41% | 5.92% | Q4 2020 | Q3 2023 | 12 |
PrairieView Partners, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
RAMSEY QUANTITATIVE SYSTEMS | 11 | 1 | 5.72% | 23.85% | 53.99% | Q4 2016 | Q4 2019 | 12 |
GREAT LAKES ADVISORS, LLC | 12 | 12 | 0.01% | 0.06% | 0.08% | Q3 2015 | Q2 2018 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 0.36% | 0.62% | 1.07% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.08% | 0.13% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Weaver Consulting Group | 7 | 5 | 0.04% | 0.09% | 0.16% | Q1 2019 | Q1 2022 | 12 |
Bank Pictet & Cie (Europe) AG | 5 | 3 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q4 2021 | 12 |
LexAurum Advisors, LLC | 12 | 12 | 0.11% | 0.21% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.56% | 0.89% | 1.53% | Q4 2018 | Q3 2021 | 12 |
J.W. COLE ADVISORS, INC. | 7 | 1 | 0.02% | 0.07% | 0.12% | Q4 2019 | Q2 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Global Financial Private Capital, Inc | 12 | 12 | 0.02% | 1.03% | 1.56% | Q3 2017 | Q2 2020 | 12 |
Risk Paradigm Group, LLC | 8 | 4 | 0.06% | 0.66% | 3.50% | Q1 2015 | Q4 2018 | 12 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 9 | 3 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 12 |
Vantage Investment Advisors, LLC | 9 | 3 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q1 2017 | 12 |
ATWOOD & PALMER INC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2019 | 12 |
RWA WEALTH PARTNERS, LLC | 6 | 1 | 0.02% | 0.39% | 1.37% | Q1 2017 | Q3 2023 | 12 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.03% | 0.19% | 0.38% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Bridgewater Associates | 12 | 12 | 0.71% | 1.54% | 1.97% | Q2 2017 | Q1 2020 | 12 |
CREDIT AGRICOLE S A | 6 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q4 2017 | 12 |
Horan Securities, Inc. | 7 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 12 |
Alpha Omega Wealth Management LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q3 2023 | 12 |
SPINNAKER TRUST | 12 | 12 | 0.04% | 0.04% | 0.05% | Q1 2014 | Q4 2016 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.07% | 0.28% | Q4 2017 | Q1 2021 | 12 |
BARINGS LLC | 12 | 12 | 0.04% | 0.34% | 0.90% | Q4 2018 | Q3 2021 | 12 |
FLAGSHIP HARBOR ADVISORS, LLC | 12 | 12 | 0.01% | 0.05% | 0.14% | Q4 2017 | Q3 2020 | 12 |
B. Riley Financial, Inc. | 12 | 12 | 0.25% | 0.55% | 0.88% | Q4 2015 | Q3 2018 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
CONSULTIVA WEALTH MANAGEMENT, CORP. | 9 | 1 | 1.03% | 1.09% | 1.21% | Q2 2019 | Q3 2023 | 12 |
TCI Wealth Advisors, Inc. | 5 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2022 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.20% | 0.37% | 0.65% | Q4 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.24% | 0.41% | 0.79% | Q4 2020 | Q3 2023 | 12 |
WASHINGTON TRUST Co | 7 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Lindbrook Capital, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
EPIQ PARTNERS, LLC | 12 | 12 | 0.58% | 1.26% | 2.43% | Q4 2019 | Q3 2022 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.11% | 0.47% | 0.68% | Q4 2020 | Q3 2023 | 12 |
BBVA USA Bancshares, Inc. | 11 | 1 | 0.01% | 0.03% | 0.04% | Q3 2014 | Q1 2021 | 12 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.00% | 0.87% | 1.83% | Q2 2017 | Q3 2023 | 12 |
ATLAS CAPITAL ADVISORS LLC | 8 | 1 | 0.06% | 0.34% | 2.44% | Q1 2018 | Q1 2022 | 12 |
Veery Capital, LLC | 12 | 12 | 0.64% | 1.03% | 1.18% | Q4 2020 | Q3 2023 | 12 |
Ifrah Financial Services, Inc. | 12 | 12 | 0.37% | 0.40% | 0.42% | Q4 2013 | Q3 2016 | 12 |
HOLDERNESS INVESTMENTS CO | 12 | 12 | 0.56% | 0.92% | 1.26% | Q4 2014 | Q3 2017 | 12 |
Banque Cantonale Vaudoise | 6 | 6 | 0.00% | 0.29% | 0.84% | Q4 2019 | Q4 2022 | 12 |
Polaris Wealth Advisory Group, LLC | 3 | 1 | 0.10% | 1.72% | 4.78% | Q3 2014 | Q2 2023 | 12 |
OXFORD FINANCIAL GROUP, LTD. LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
MEITAV INVESTMENT HOUSE LTD | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q2 2023 | 12 |
Key FInancial Inc | 11 | 1 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 12 |
Wealth Advisory Solutions, LLC | 5 | 2 | 0.06% | 0.16% | 0.57% | Q4 2019 | Q1 2023 | 12 |
Inscription Capital, LLC | 9 | 3 | 0.18% | 0.76% | 1.23% | Q3 2020 | Q3 2023 | 12 |
Winslow, Evans & Crocker, Inc. | 7 | 1 | 0.00% | 0.00% | 0.02% | Q4 2015 | Q4 2020 | 12 |
Spire Wealth Management | 11 | 11 | 0.30% | 0.41% | 0.54% | Q1 2021 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.30% | 0.55% | 1.97% | Q1 2021 | Q3 2023 | 11 |
JT Stratford LLC | 11 | 11 | 0.12% | 0.34% | 0.80% | Q1 2021 | Q3 2023 | 11 |
Twele Capital Management, Inc. | 11 | 11 | 1.73% | 2.12% | 2.74% | Q1 2021 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.03% | 0.12% | 0.28% | Q4 2020 | Q2 2023 | 11 |
StrategIQ Financial Group, LLC | 11 | 11 | 0.07% | 0.09% | 0.13% | Q3 2017 | Q1 2020 | 11 |
NWI MANAGEMENT LP | 5 | 1 | 0.11% | 3.93% | 20.37% | Q1 2016 | Q2 2020 | 11 |
ROVIN CAPITAL /UT/ /ADV | 5 | 1 | 0.72% | 2.96% | 5.85% | Q4 2019 | Q3 2023 | 11 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 11 | 0.01% | 0.05% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Highstreet Asset Management Inc. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 11 |
EXENCIAL WEALTH ADVISORS, LLC | 8 | 1 | 0.02% | 0.09% | 0.12% | Q1 2013 | Q3 2023 | 11 |
J.P. Morgan Private Wealth Advisors LLC | 8 | 3 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q2 2017 | 11 |
Kovack Advisors, Inc. | 5 | 2 | 0.02% | 0.08% | 0.19% | Q2 2017 | Q1 2022 | 11 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.70% | 1.52% | 3.29% | Q4 2019 | Q2 2022 | 11 |
Lombard Odier Asset Management (Switzerland) SA | 11 | 11 | 0.15% | 0.45% | 0.96% | Q4 2016 | Q2 2019 | 11 |
Virtu KCG Holdings LLC | 9 | 1 | 0.01% | 0.05% | 0.14% | Q1 2014 | Q2 2017 | 11 |
Klaas Financial Asset Advisors, LLC | 11 | 11 | 0.18% | 0.33% | 0.53% | Q1 2021 | Q3 2023 | 11 |
Murphy, Middleton, Hinkle & Parker, Inc. | 11 | 11 | 0.81% | 1.03% | 1.24% | Q1 2021 | Q3 2023 | 11 |
Susquehanna International Group Ltd. | 3 | 1 | 2.85% | 9.71% | 19.15% | Q2 2019 | Q3 2023 | 11 |
IBBOTSON ASSOCIATES INC | 11 | 11 | 0.98% | 2.34% | 4.32% | Q2 2013 | Q4 2015 | 11 |
Smart Portfolios, LLC | 10 | 1 | 0.15% | 0.84% | 7.04% | Q2 2015 | Q3 2020 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
Joseph P. Lucia & Associates, LLC | 6 | 1 | 0.03% | 0.07% | 0.10% | Q1 2019 | Q1 2022 | 11 |
Tri-Star Advisors Inc. | 10 | 1 | 0.14% | 0.56% | 2.24% | Q2 2020 | Q1 2023 | 11 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 6 | 1 | 0.05% | 0.28% | 0.84% | Q4 2019 | Q4 2022 | 11 |
Baldrige Asset Management LLC | 11 | 11 | 0.06% | 0.10% | 0.16% | Q3 2020 | Q1 2023 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.11% | 0.31% | 0.96% | Q4 2018 | Q2 2021 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.66% | 1.03% | 1.84% | Q2 2013 | Q4 2015 | 11 |
Walleye Trading LLC | 8 | 2 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q3 2023 | 11 |
Wind River Trust Co | 11 | 11 | 0.07% | 3.60% | 8.68% | Q4 2012 | Q2 2015 | 11 |
HC FINANCIAL ADVISORS INC | 10 | 1 | 0.02% | 0.08% | 0.22% | Q1 2018 | Q2 2022 | 11 |
Columbus Macro, LLC | 11 | 11 | 0.16% | 0.46% | 0.69% | Q4 2019 | Q2 2022 | 11 |
J.Safra Asset Management Corp | 8 | 3 | 0.13% | 1.62% | 11.88% | Q4 2020 | Q3 2023 | 11 |
First Command Financial Services, Inc. | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q4 2022 | 11 |
Graham Capital Management, L.P. | 6 | 1 | 0.07% | 0.62% | 1.81% | Q4 2014 | Q1 2023 | 11 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.94% | 4.80% | 15.16% | Q1 2016 | Q3 2023 | 11 |
CLIENT 1ST ADVISORY GROUP, LLC | 6 | 5 | 0.13% | 0.55% | 1.68% | Q4 2019 | Q3 2023 | 11 |
WealthPLAN Partners, LLC | 4 | 1 | 0.00% | 0.05% | 0.33% | Q4 2015 | Q2 2023 | 11 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.02% | 0.42% | 1.23% | Q2 2017 | Q3 2023 | 11 |
Mascoma Wealth Management LLC | 4 | 1 | 0.00% | 0.25% | 1.37% | Q3 2018 | Q2 2023 | 11 |
HANSEATIC MANAGEMENT SERVICES INC | 10 | 10 | 0.06% | 0.32% | 0.74% | Q2 2019 | Q3 2021 | 10 |
Berger Financial Group, Inc | 10 | 10 | 0.05% | 0.27% | 0.39% | Q2 2021 | Q3 2023 | 10 |
BALDWIN BROTHERS LLC/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 10 |
Darwin Wealth Management, LLC | 5 | 1 | 1.46% | 1.75% | 2.44% | Q2 2016 | Q1 2020 | 10 |
Blackhawk Capital Partners LLC. | 4 | 1 | 0.21% | 0.91% | 1.69% | Q2 2019 | Q2 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.02% | 0.08% | 0.10% | Q2 2021 | Q3 2023 | 10 |
Formidable Asset Management, LLC | 10 | 10 | 0.05% | 0.09% | 0.23% | Q2 2019 | Q3 2021 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.04% | 0.09% | 0.16% | Q4 2020 | Q1 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2023 | 10 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.05% | 0.13% | Q1 2021 | Q3 2023 | 10 |
IPG Investment Advisors LLC | 4 | 1 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 10 |
Richard P Slaughter Associates Inc | 10 | 10 | 0.14% | 0.28% | 0.58% | Q1 2021 | Q2 2023 | 10 |
PGGM Investments | 10 | 10 | 0.01% | 0.03% | 0.04% | Q1 2013 | Q2 2015 | 10 |
Keel Point, LLC | 6 | 1 | 0.03% | 0.42% | 0.92% | Q1 2019 | Q1 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.08% | 0.14% | Q1 2018 | Q3 2023 | 10 |
Willis Johnson & Associates, Inc. | 10 | 10 | 0.17% | 0.20% | 0.25% | Q4 2020 | Q1 2023 | 10 |
HORIZON FINANCIAL SERVICES, LLC | 10 | 10 | 2.03% | 2.87% | 4.02% | Q2 2021 | Q3 2023 | 10 |
Glassman Wealth Services | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2020 | Q3 2023 | 10 |
Tarbox Family Office, Inc. | 8 | 1 | 0.01% | 0.05% | 0.14% | Q1 2016 | Q1 2022 | 10 |
Lineweaver Wealth Advisors, LLC | 10 | 10 | 0.28% | 0.93% | 2.19% | Q4 2019 | Q1 2022 | 10 |
SRS Capital Advisors, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2021 | 10 |
Amia Capital LLP | 6 | 1 | 7.27% | 56.16% | 99.22% | Q4 2019 | Q3 2023 | 10 |
FIRST INTERSTATE BANK | 10 | 10 | 0.05% | 1.85% | 3.50% | Q2 2021 | Q3 2023 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.01% | 0.05% | Q4 2019 | Q3 2023 | 10 |
Pinnacle Summer Investments, Inc. | 9 | 1 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q4 2015 | 10 |
Manning & Napier Group, LLC | 8 | 2 | 0.00% | 0.02% | 0.17% | Q1 2021 | Q3 2023 | 10 |
SUMITOMO LIFE INSURANCE CO | 5 | 5 | 1.07% | 2.93% | 6.23% | Q3 2020 | Q3 2023 | 10 |
Dorsey & Whitney Trust CO LLC | 6 | 1 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q3 2021 | 10 |
Bison Wealth, LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q1 2022 | 10 |
MOTCO | 7 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2022 | 10 |
Capital Asset Advisory Services LLC | 9 | 1 | 0.00% | 0.09% | 0.40% | Q4 2019 | Q2 2022 | 10 |
Fernwood Investment Management, LLC | 3 | 1 | 0.09% | 0.20% | 0.26% | Q4 2015 | Q3 2021 | 10 |
AHL Partners LLP | 4 | 1 | 0.02% | 1.02% | 1.84% | Q3 2014 | Q4 2017 | 10 |
Goldstein Munger & Associates | 10 | 10 | 0.38% | 2.87% | 5.36% | Q2 2010 | Q3 2012 | 10 |
First PREMIER Bank | 7 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 10 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 10 | 10 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q2 2023 | 10 |
Money Design Co.,Ltd. | 9 | 1 | 0.21% | 1.84% | 3.88% | Q3 2017 | Q1 2020 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 0.03% | 0.10% | Q2 2021 | Q3 2023 | 10 |
TOWNSQUARE CAPITAL LLC | 7 | 1 | 0.01% | 0.14% | 0.39% | Q4 2020 | Q3 2023 | 10 |
Ford Financial Group, LLC | 10 | 10 | 0.37% | 0.61% | 0.80% | Q3 2019 | Q4 2021 | 10 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 10 | 10 | 0.05% | 0.15% | 0.31% | Q1 2016 | Q2 2018 | 10 |
BlackRock Fund Advisors | 6 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 10 |
Thomasville National Bank | 10 | 10 | 0.08% | 0.11% | 0.19% | Q2 2013 | Q3 2015 | 10 |
Busey Bank | 6 | 1 | 0.01% | 0.05% | 0.19% | Q4 2014 | Q2 2021 | 10 |
FCG ADVISORS, LLC | 10 | 10 | 1.41% | 2.64% | 3.73% | Q2 2013 | Q3 2015 | 10 |
Brick & Kyle, Associates | 10 | 10 | 0.05% | 0.06% | 0.07% | Q4 2014 | Q1 2017 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 10 | 10 | 3.02% | 5.30% | 7.20% | Q4 2016 | Q1 2019 | 10 |
VICTORY CAPITAL MANAGEMENT INC | 7 | 1 | 0.02% | 0.09% | 0.24% | Q3 2019 | Q3 2023 | 10 |
PENOBSCOT WEALTH MANAGEMENT | 10 | 10 | 0.20% | 0.42% | 0.78% | Q2 2021 | Q3 2023 | 10 |
Cohen Investment Advisors LLC | 6 | 4 | 0.19% | 0.23% | 0.33% | Q4 2020 | Q3 2023 | 10 |
Leonard Rickey Investment Advisors P.L.L.C. | 10 | 10 | 0.21% | 0.37% | 0.53% | Q4 2017 | Q1 2020 | 10 |
Nationwide Asset Management LLC | 10 | 10 | 0.40% | 21.79% | 38.48% | Q2 2020 | Q3 2022 | 10 |
First Command Bank | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2022 | 10 |
Invst, LLC | 4 | 1 | 0.10% | 2.73% | 4.98% | Q1 2019 | Q3 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 9 |
TNF LLC | 9 | 9 | 0.11% | 0.34% | 1.15% | Q3 2021 | Q3 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 1.33% | 1.73% | 2.30% | Q1 2020 | Q1 2022 | 9 |
Hanlon Investment Management, Inc. | 3 | 1 | 0.03% | 1.06% | 4.00% | Q1 2016 | Q2 2023 | 9 |
Five Oceans Advisors | 9 | 9 | 0.39% | 0.51% | 0.84% | Q3 2021 | Q3 2023 | 9 |
JOHNSON INVESTMENT COUNSEL INC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2015 | 9 |
CENTAURUS FINANCIAL, INC. | 7 | 1 | 0.01% | 0.06% | 0.14% | Q2 2018 | Q3 2021 | 9 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 7 | 2 | 0.00% | 0.81% | 2.90% | Q1 2019 | Q1 2023 | 9 |
Q3 Asset Management | 4 | 1 | 0.10% | 1.22% | 3.55% | Q4 2017 | Q3 2023 | 9 |
COMERICA SECURITIES INC | 9 | 9 | 0.09% | 0.35% | 0.64% | Q4 2016 | Q4 2018 | 9 |
Sharkey, Howes & Javer | 6 | 3 | 0.00% | 0.34% | 1.26% | Q1 2018 | Q3 2023 | 9 |
Princeton Global Asset Management LLC | 5 | 4 | 0.01% | 0.13% | 0.37% | Q1 2019 | Q3 2021 | 9 |
Global Trust Asset Management, LLC | 8 | 1 | 0.01% | 0.08% | 0.26% | Q1 2019 | Q1 2022 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.59% | 1.00% | 1.36% | Q4 2021 | Q4 2023 | 9 |
NVWM, LLC | 4 | 1 | 0.00% | 0.39% | 1.08% | Q4 2017 | Q3 2023 | 9 |
Donoghue Forlines LLC | 9 | 9 | 1.67% | 2.86% | 6.43% | Q4 2017 | Q4 2019 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.53% | 0.78% | 1.08% | Q2 2020 | Q2 2022 | 9 |
Vantage Investment Partners, LLC | 9 | 9 | 0.02% | 0.11% | 0.48% | Q4 2017 | Q4 2019 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.00% | 0.20% | 0.41% | Q4 2019 | Q4 2021 | 9 |
Fusion Investment Group, LLC | 9 | 9 | 0.18% | 0.65% | 1.14% | Q4 2013 | Q4 2015 | 9 |
Cornerstone Advisors, Inc. | 9 | 9 | 0.02% | 0.09% | 0.11% | Q4 2016 | Q4 2018 | 9 |
Weitzel Financial Services, Inc. | 9 | 9 | 0.19% | 3.09% | 5.46% | Q4 2020 | Q4 2022 | 9 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 9 | 9 | 0.41% | 1.03% | 1.56% | Q4 2019 | Q4 2021 | 9 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 9 |
A. D. Beadell Investment Counsel, Inc. | 9 | 9 | 0.55% | 0.60% | 0.69% | Q2 2013 | Q2 2015 | 9 |
McKinley Carter Wealth Services, Inc. | 9 | 9 | 0.11% | 0.17% | 0.23% | Q1 2021 | Q1 2023 | 9 |
Fiera Capital Corp | 9 | 9 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q2 2018 | 9 |
Cornerstone Wealth Management, LLC | 9 | 9 | 0.06% | 0.14% | 0.23% | Q1 2017 | Q1 2019 | 9 |
NewEdge Wealth, LLC | 3 | 3 | 0.01% | 0.13% | 0.44% | Q4 2020 | Q3 2023 | 9 |
AlphaCentric Advisors LLC | 6 | 3 | 0.08% | 0.13% | 0.23% | Q2 2020 | Q3 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.15% | 0.18% | 0.22% | Q1 2015 | Q1 2017 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.32% | 0.42% | 0.51% | Q4 2019 | Q3 2023 | 9 |
BHF Kleinwort Benson Group S.A. | 9 | 9 | 0.00% | 0.31% | 0.88% | Q2 2013 | Q2 2015 | 9 |
UBS AG | 6 | 6 | 0.00% | 0.05% | 0.09% | Q2 2013 | Q3 2014 | 9 |
RMB Capital Management, LLC | 4 | 1 | 0.04% | 0.18% | 0.89% | Q4 2015 | Q4 2019 | 9 |
Moors & Cabot, Inc. | 6 | 3 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 9 |
Stratos Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.11% | 0.20% | Q1 2020 | Q3 2023 | 9 |
BANK HAPOALIM BM | 9 | 9 | 0.07% | 0.15% | 0.25% | Q4 2013 | Q4 2015 | 9 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 8 | 1 | 0.31% | 1.63% | 5.25% | Q3 2013 | Q4 2015 | 9 |
GoalVest Advisory LLC | 3 | 3 | 0.00% | 0.10% | 0.21% | Q4 2020 | Q4 2023 | 9 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 6 | 3 | 0.53% | 0.88% | 1.23% | Q2 2021 | Q3 2023 | 9 |
SHINE INVESTMENT ADVISORY SERVICES INC | 8 | 1 | 0.29% | 2.11% | 4.38% | Q2 2018 | Q3 2020 | 9 |
Personal Capital Advisors Corp | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.27% | 1.93% | Q1 2018 | Q3 2023 | 9 |
Greystone Financial Group, LLC | 5 | 4 | 0.15% | 2.61% | 4.20% | Q4 2020 | Q3 2023 | 9 |
Independent Portfolio Consultants, Inc. | 8 | 1 | 0.01% | 0.23% | 0.70% | Q2 2014 | Q2 2017 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.00% | 0.44% | 0.77% | Q1 2017 | Q1 2019 | 9 |
Olympiad Research LP | 8 | 1 | 0.09% | 0.76% | 2.50% | Q4 2019 | Q1 2022 | 9 |
6 Meridian | 8 | 1 | 0.60% | 0.74% | 0.87% | Q4 2018 | Q4 2021 | 9 |
Paradigm Financial Partners, LLC | 9 | 9 | 0.09% | 0.56% | 0.87% | Q3 2021 | Q3 2023 | 9 |
GFS Advisors, LLC | 9 | 9 | 0.03% | 0.10% | 0.22% | Q3 2021 | Q3 2023 | 9 |
UMB Bank, n.a. | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 9 |
Cooper Financial Group | 9 | 9 | 0.07% | 0.96% | 3.42% | Q4 2018 | Q4 2020 | 9 |
Royal Fund Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2019 | 9 |
Avion Wealth | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Wildcat Capital Management, LLC | 4 | 1 | 0.77% | 2.49% | 3.66% | Q3 2016 | Q4 2019 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Investors Capital Advisory Services | 8 | 8 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q1 2015 | 8 |
Rinkey Investments | 8 | 8 | 3.46% | 4.02% | 4.55% | Q4 2021 | Q3 2023 | 8 |
PROVIDA PENSION FUND ADMINISTRATOR | 8 | 8 | 0.18% | 0.30% | 0.36% | Q1 2021 | Q4 2022 | 8 |
M&R CAPITAL MANAGEMENT INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2018 | 8 |
MKD WEALTH COACHES, LLC | 8 | 8 | 0.74% | 3.94% | 4.77% | Q4 2018 | Q3 2020 | 8 |
GPS Wealth Strategies Group, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
Leelyn Smith, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 8 |
Oakworth Capital, Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 8 |
TOTH FINANCIAL ADVISORY CORP | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Selective Wealth Management, Inc. | 4 | 4 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2022 | 8 |
Princeton Portfolio Strategies Group LLC | 4 | 1 | 0.06% | 0.19% | 0.47% | Q2 2017 | Q2 2021 | 8 |
Sovereign Investment Advisors, LLC | 8 | 8 | 0.52% | 0.55% | 0.61% | Q4 2019 | Q3 2021 | 8 |
Custos Family Office, LLC | 8 | 8 | 0.73% | 3.03% | 5.57% | Q4 2021 | Q3 2023 | 8 |
Melone Private Wealth, LLC | 8 | 8 | 0.30% | 1.51% | 2.52% | Q4 2021 | Q3 2023 | 8 |
Simplicity Wealth,LLC | 8 | 8 | 0.29% | 1.07% | 2.41% | Q4 2021 | Q3 2023 | 8 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 8 |
Arlington Capital Management, Inc. | 7 | 1 | 0.10% | 1.30% | 2.50% | Q4 2014 | Q4 2017 | 8 |
Fulcrum Equity Management | 5 | 1 | 0.09% | 0.32% | 0.67% | Q4 2018 | Q1 2022 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.06% | 0.12% | Q2 2013 | Q1 2015 | 8 |
Leucadia National | 4 | 4 | 0.04% | 0.62% | 1.89% | Q4 2022 | Q3 2023 | 8 |
EASTERLY INVESTMENT PARTNERS LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Ledyard National Bank | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 1.71% | 7.43% | Q2 2013 | Q2 2020 | 8 |
Carmichael Hill & Associates, Inc. | 8 | 8 | 0.02% | 0.04% | 0.06% | Q4 2019 | Q3 2021 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.05% | 0.20% | 0.33% | Q4 2020 | Q1 2023 | 8 |
Octavia Wealth Advisors, LLC | 5 | 3 | 0.05% | 0.26% | 0.60% | Q4 2020 | Q4 2022 | 8 |
JB Capital LLC | 8 | 8 | 0.05% | 0.18% | 0.35% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.03% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.67% | 0.99% | 1.28% | Q1 2017 | Q4 2018 | 8 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 6 | 2 | 0.00% | 0.24% | 1.86% | Q2 2017 | Q1 2020 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Pharo Management, Inc. | 3 | 1 | 1.21% | 29.98% | 80.59% | Q4 2019 | Q2 2023 | 8 |
GRIMES & COMPANY, INC. | 4 | 1 | 0.02% | 0.77% | 5.56% | Q4 2015 | Q2 2023 | 8 |
Garde Capital, Inc. | 8 | 8 | 0.08% | 0.16% | 0.20% | Q3 2018 | Q2 2020 | 8 |
Efficient Market Advisors, LLC | 8 | 8 | 0.57% | 2.09% | 3.68% | Q4 2014 | Q3 2016 | 8 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.17% | 0.59% | Q3 2018 | Q4 2021 | 8 |
FIRST FINANCIAL CORP /IN/ | 7 | 1 | 0.00% | 0.09% | 0.14% | Q2 2013 | Q2 2015 | 8 |
PSI Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
West Wealth Group, LLC | 8 | 8 | 0.08% | 0.19% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Estate Counselors, LLC | 7 | 1 | 0.00% | 0.18% | 0.72% | Q4 2014 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Concord Wealth Partners | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q3 2016 | 8 |
OMERS ADMINISTRATION Corp | 8 | 8 | 0.70% | 0.90% | 1.30% | Q1 2017 | Q4 2018 | 8 |
Ascent Group, LLC | 8 | 8 | 0.05% | 0.14% | 0.29% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.08% | 0.43% | Q4 2021 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.19% | 0.53% | 1.65% | Q1 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Wavelength Capital Management, LLC | 8 | 8 | 3.79% | 4.09% | 4.67% | Q4 2021 | Q3 2023 | 8 |
Diversified, LLC | 8 | 8 | 0.08% | 0.65% | 1.32% | Q1 2021 | Q4 2022 | 8 |
Centiva Capital, LP | 2 | 1 | 0.09% | 0.32% | 0.74% | Q3 2020 | Q1 2023 | 8 |
Strategic Blueprint, LLC | 4 | 1 | 0.00% | 0.06% | 0.14% | Q3 2019 | Q3 2023 | 8 |
Carnegie Capital Asset Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2022 | 8 |
1620 INVESTMENT ADVISORS, INC. | 8 | 8 | 0.31% | 0.67% | 1.41% | Q4 2021 | Q3 2023 | 8 |
Intrua Financial, LLC | 7 | 1 | 0.04% | 0.09% | 0.12% | Q2 2020 | Q1 2023 | 8 |
Destination Wealth Management | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2016 | Q1 2020 | 8 |
Destiny Wealth Partners, LLC | 6 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2022 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Horst & Graben Wealth Management LLC | 7 | 1 | 0.14% | 0.65% | 2.06% | Q1 2020 | Q3 2023 | 8 |
Summit Financial, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2021 | 8 |
PFS Partners, LLC | 8 | 8 | 0.09% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Winfield Associates, Inc. | 8 | 8 | 0.01% | 0.03% | 0.15% | Q4 2013 | Q3 2015 | 8 |
UNIONVIEW, LLC | 8 | 8 | 0.40% | 0.48% | 0.63% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
City State Bank | 8 | 8 | 0.38% | 0.46% | 0.53% | Q4 2021 | Q3 2023 | 8 |
Summit Wealth Group, LLC | 5 | 1 | 0.10% | 0.39% | 0.98% | Q4 2019 | Q2 2023 | 8 |
AllSquare Wealth Management LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2016 | Q3 2023 | 8 |
Old North State Trust, LLC | 5 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
American Institute for Advanced Investment Management, LLP | 8 | 8 | 0.57% | 1.14% | 1.59% | Q1 2020 | Q4 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TI-TRUST, INC | 8 | 8 | 0.21% | 0.23% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.14% | 0.17% | 0.22% | Q4 2021 | Q3 2023 | 8 |
FULTON BREAKEFIELD BROENNIMAN LLC | 5 | 1 | 0.89% | 1.21% | 1.42% | Q2 2016 | Q4 2019 | 8 |
Financial Management Professionals, Inc. | 5 | 1 | 0.00% | 2.20% | 4.54% | Q2 2013 | Q2 2022 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.19% | 0.29% | 0.35% | Q4 2021 | Q3 2023 | 8 |
STRATEGY ASSET MANAGERS LLC | 3 | 1 | 0.06% | 0.13% | 0.27% | Q4 2019 | Q2 2023 | 8 |
SYM FINANCIAL Corp | 2 | 1 | 0.00% | 0.00% | 0.03% | Q4 2019 | Q3 2023 | 8 |
Endowment Wealth Management, Inc. | 8 | 8 | 0.44% | 0.55% | 0.62% | Q4 2021 | Q3 2023 | 8 |
Camarda Financial Advisors, LLC | 5 | 1 | 0.00% | 2.54% | 6.28% | Q2 2013 | Q4 2021 | 8 |
Private Vista, LLC | 8 | 8 | 0.05% | 0.09% | 0.11% | Q2 2018 | Q1 2020 | 8 |
Everhart Financial Group, Inc. | 8 | 8 | 0.13% | 0.21% | 0.33% | Q4 2020 | Q3 2022 | 8 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 7 | 7 | 1.06% | 2.20% | 4.97% | Q2 2016 | Q4 2017 | 7 |
Capital Planning Advisors, LLC | 7 | 7 | 1.85% | 3.13% | 3.61% | Q1 2019 | Q3 2020 | 7 |
DERBY & COMPANY, INC | 7 | 7 | 1.88% | 2.58% | 3.41% | Q2 2019 | Q4 2020 | 7 |
CIBC WORLD MARKET INC. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 7 |
Avantax Planning Partners, Inc. | 6 | 1 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2018 | 7 |
Newfleet Asset Management, LLC | 7 | 7 | 4.50% | 26.21% | 90.70% | Q4 2020 | Q2 2022 | 7 |
Sand Hill Global Advisors, LLC | 6 | 1 | 0.02% | 0.25% | 0.94% | Q4 2021 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q4 2023 | 7 |
Vontobel Swiss Wealth Advisors AG | 7 | 7 | 0.26% | 0.34% | 0.38% | Q2 2019 | Q4 2020 | 7 |
Magnus Financial Group LLC | 7 | 7 | 0.03% | 0.08% | 0.11% | Q4 2020 | Q2 2022 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2020 | 7 |
Jackson Hole Capital Partners, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
Goodwin Investment Advisory | 4 | 3 | 0.00% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q4 2014 | 7 |
Roble, Belko & Company, Inc | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Anfield Capital Management, LLC | 6 | 1 | 0.02% | 0.28% | 0.69% | Q4 2019 | Q3 2021 | 7 |
InTrack Investment Management Inc | 7 | 7 | 0.22% | 0.44% | 0.74% | Q1 2022 | Q3 2023 | 7 |
Cumberland Partners Ltd | 7 | 7 | 0.03% | 0.04% | 0.07% | Q2 2018 | Q4 2019 | 7 |
Old Port Advisors | 5 | 2 | 0.10% | 0.18% | 0.21% | Q1 2019 | Q4 2020 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 0.12% | 1.11% | 2.85% | Q4 2019 | Q2 2021 | 7 |
Future Financial Wealth Managment LLC | 7 | 7 | 0.68% | 1.00% | 1.38% | Q1 2022 | Q3 2023 | 7 |
Vestmark Advisory Solutions, Inc. | 5 | 2 | 0.10% | 0.38% | 0.77% | Q2 2021 | Q2 2023 | 7 |
Redhawk Wealth Advisors, Inc. | 2 | 1 | 0.17% | 0.40% | 0.96% | Q2 2019 | Q3 2023 | 7 |
CONNING INC. | 7 | 7 | 0.12% | 0.34% | 0.45% | Q1 2022 | Q3 2023 | 7 |
WEXFORD CAPITAL LP | 3 | 1 | 0.05% | 0.38% | 1.34% | Q3 2016 | Q4 2019 | 7 |
Ascendant Capital Management, LLC | 5 | 2 | 1.77% | 3.35% | 5.16% | Q4 2020 | Q1 2023 | 7 |
SPX Gestao de Recursos Ltda | 4 | 3 | 0.00% | 4.67% | 11.40% | Q3 2021 | Q3 2023 | 7 |
Ruggie Capital Group | 4 | 1 | 0.01% | 0.38% | 0.95% | Q2 2015 | Q3 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tradewinds Capital Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2022 | 7 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.30% | 0.79% | Q3 2014 | Q4 2020 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.34% | 0.39% | 0.44% | Q2 2013 | Q4 2014 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 1.97% | 2.24% | 2.47% | Q1 2021 | Q4 2022 | 7 |
Capital Planning LLC | 4 | 1 | 0.12% | 0.47% | 1.53% | Q4 2020 | Q3 2023 | 7 |
Monument Capital Management | 5 | 2 | 0.15% | 1.19% | 4.02% | Q2 2021 | Q3 2023 | 7 |
LifePro Asset Management | 7 | 7 | 0.11% | 0.22% | 0.45% | Q4 2020 | Q2 2022 | 7 |
SPROTT INC. | 7 | 7 | 0.67% | 3.04% | 9.14% | Q4 2020 | Q2 2022 | 7 |
Choate Investment Advisors | 5 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2021 | 7 |
Archford Capital Strategies, LLC | 6 | 1 | 0.00% | 0.43% | 0.75% | Q1 2018 | Q1 2021 | 7 |
ARKANSAS FINANCIAL GROUP, INC. | 7 | 7 | 0.06% | 0.08% | 0.09% | Q4 2020 | Q2 2022 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.10% | 0.34% | Q4 2015 | Q2 2023 | 7 |
Global X Management CO LLC | 5 | 2 | 0.03% | 0.07% | 0.16% | Q3 2015 | Q3 2017 | 7 |
NatWest Group plc | 4 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q4 2018 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.19% | 0.30% | 0.54% | Q2 2018 | Q4 2019 | 7 |
Proficio Capital Partners LLC | 3 | 1 | 0.00% | 0.53% | 3.11% | Q4 2015 | Q3 2021 | 7 |
Abundance Wealth Counselors | 7 | 7 | 3.08% | 3.76% | 4.18% | Q4 2018 | Q2 2020 | 7 |
My Legacy Advisors, LLC | 7 | 7 | 0.35% | 0.87% | 1.28% | Q1 2022 | Q3 2023 | 7 |
Blue Sky Asset Management, LLC | 5 | 1 | 0.44% | 1.51% | 2.45% | Q1 2017 | Q4 2019 | 7 |
Solstein Capital, LLC | 4 | 1 | 0.00% | 0.09% | 0.24% | Q3 2019 | Q3 2023 | 7 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.11% | 0.40% | Q1 2020 | Q1 2023 | 7 |
Capstone Financial Advisors, Inc. | 4 | 3 | 0.05% | 1.04% | 5.17% | Q3 2015 | Q3 2019 | 7 |
Covington Capital Management | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2015 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 3 | 1 | 0.02% | 0.77% | 4.02% | Q3 2013 | Q3 2022 | 7 |
Apella Capital, LLC | 3 | 1 | 0.03% | 0.15% | 0.24% | Q3 2021 | Q4 2023 | 7 |
Hanson & Doremus Investment Management | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 7 |
EQ LLC | 4 | 1 | 0.46% | 1.69% | 4.83% | Q4 2020 | Q2 2023 | 7 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 7 | 7 | 0.78% | 2.27% | 3.34% | Q3 2013 | Q1 2015 | 7 |
Wunderlich Capital Managemnt | 5 | 2 | 0.83% | 1.46% | 1.75% | Q4 2013 | Q4 2021 | 7 |
Truvestments Capital LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2021 | 7 |
LBA Wealth Management, LLC | 6 | 1 | 0.00% | 0.05% | 0.17% | Q3 2014 | Q1 2017 | 7 |
VSR Financial Services, Inc. | 6 | 1 | 0.02% | 0.09% | 0.22% | Q2 2013 | Q2 2015 | 7 |
Hamilton Capital, LLC | 7 | 7 | 3.51% | 5.68% | 7.47% | Q1 2022 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.00% | 0.06% | 0.13% | Q1 2022 | Q3 2023 | 7 |
SOUTH GEORGIA CAPITAL, LLC | 6 | 1 | 0.02% | 0.05% | 0.07% | Q4 2013 | Q3 2015 | 7 |
Navalign, LLC | 7 | 7 | 4.02% | 4.50% | 4.90% | Q1 2021 | Q3 2022 | 7 |
Beacon Pointe Advisors, LLC | 4 | 3 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 7 |
PAYDEN & RYGEL | 3 | 2 | 0.14% | 0.82% | 2.33% | Q2 2013 | Q1 2022 | 7 |
Plante Moran Financial Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2023 | 7 |
Financial Partners Group, Inc | 4 | 3 | 0.13% | 1.26% | 2.05% | Q4 2017 | Q1 2021 | 7 |
SOL Capital Management CO | 7 | 7 | 0.34% | 0.36% | 0.38% | Q1 2018 | Q3 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.05% | 0.08% | 0.13% | Q2 2013 | Q4 2014 | 7 |
PAX Financial Group, LLC | 5 | 2 | 0.06% | 0.21% | 0.50% | Q4 2019 | Q3 2023 | 7 |
INVESTORS TRUST INC | 5 | 2 | 0.97% | 2.41% | 3.80% | Q2 2013 | Q2 2015 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q2 2021 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.84% | 0.92% | 1.01% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Financial Partners, LLC | 7 | 7 | 0.63% | 1.12% | 1.77% | Q2 2016 | Q4 2017 | 7 |
Fort Point Capital Partners LLC | 7 | 7 | 0.24% | 0.37% | 0.76% | Q4 2013 | Q2 2015 | 7 |
Border to Coast Pensions Partnership Ltd | 4 | 3 | 0.12% | 0.80% | 2.00% | Q4 2021 | Q3 2023 | 7 |
ShoreHaven Wealth Partners, LLC | 3 | 2 | 0.02% | 0.46% | 0.79% | Q4 2020 | Q3 2023 | 7 |
Deer Park Road Corp | 3 | 1 | 0.30% | 1.17% | 2.31% | Q2 2019 | Q3 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Wealthstreet Investment Advisors, LLC | 6 | 6 | 0.02% | 0.15% | 0.39% | Q3 2020 | Q4 2021 | 6 |
WESBANCO BANK INC | 5 | 1 | 0.07% | 0.10% | 0.12% | Q3 2020 | Q1 2022 | 6 |
Ironwood Wealth Management, LLC. | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q1 2023 | 6 |
Arkadios Wealth Advisors | 4 | 2 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q3 2021 | 6 |
SMITH SHELLNUT WILSON LLC /ADV | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2021 | 6 |
tru Independence LLC | 3 | 1 | 0.00% | 0.10% | 0.20% | Q4 2019 | Q1 2022 | 6 |
Cypress Wealth Services, LLC | 3 | 3 | 0.10% | 0.17% | 0.26% | Q3 2019 | Q3 2023 | 6 |
Legacy Advisors, LLC | 4 | 1 | 0.00% | 0.06% | 0.09% | Q4 2017 | Q1 2022 | 6 |
AFFINIA FINANCIAL GROUP, LLC | 6 | 6 | 0.18% | 0.20% | 0.25% | Q2 2021 | Q3 2022 | 6 |
NATIXIS ADVISORS, L.P. | 3 | 1 | 0.04% | 0.07% | 0.13% | Q1 2014 | Q4 2015 | 6 |
Teamwork Financial Advisors, LLC | 6 | 6 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q4 2021 | 6 |
RONALD BLUE & CO LLC | 6 | 6 | 0.02% | 0.07% | 0.11% | Q1 2016 | Q2 2017 | 6 |
Latitude Advisors, LLC | 6 | 6 | 0.11% | 0.18% | 0.25% | Q4 2020 | Q1 2022 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 6 | 6 | 0.04% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.06% | 0.13% | 0.43% | Q2 2015 | Q3 2016 | 6 |
Virtus Investment Advisers, Inc. | 3 | 1 | 0.27% | 6.10% | 34.17% | Q2 2015 | Q3 2022 | 6 |
NewSquare Capital LLC | 3 | 1 | 0.00% | 0.49% | 1.60% | Q2 2013 | Q4 2022 | 6 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Altium Wealth Management LLC | 6 | 6 | 0.09% | 0.19% | 0.38% | Q4 2017 | Q1 2019 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.01% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 6 | 6 | 0.52% | 2.51% | 6.40% | Q3 2018 | Q4 2019 | 6 |
Spectrum Management Group, LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q1 2020 | Q3 2022 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
LCNB CORP | 6 | 6 | 1.41% | 1.58% | 1.88% | Q2 2022 | Q3 2023 | 6 |
Argentus Capital Management, LLC | 5 | 1 | 0.08% | 0.18% | 0.31% | Q2 2013 | Q3 2016 | 6 |
Regal Wealth Group, Inc. | 6 | 6 | 0.00% | 0.04% | 0.08% | Q4 2015 | Q1 2017 | 6 |
Eagle Strategies LLC | 6 | 6 | 0.06% | 0.41% | 0.95% | Q2 2022 | Q3 2023 | 6 |
Moloney Securities Asset Management, LLC | 6 | 6 | 0.09% | 0.19% | 0.27% | Q4 2016 | Q1 2018 | 6 |
Abbrea Capital, LLC | 6 | 6 | 0.19% | 0.23% | 0.29% | Q4 2016 | Q1 2018 | 6 |
CONDOR CAPITAL MANAGEMENT | 4 | 2 | 0.03% | 0.30% | 0.49% | Q1 2019 | Q1 2023 | 6 |
Mizuho Asset Management Co.,Ltd. | 6 | 6 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q4 2014 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Great Diamond Partners, LLC | 3 | 3 | 0.64% | 1.05% | 1.30% | Q1 2021 | Q3 2023 | 6 |
Kelman-Lazarov, Inc. | 6 | 6 | 0.22% | 0.33% | 0.48% | Q2 2022 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2014 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.00% | 0.04% | 0.10% | Q1 2022 | Q2 2023 | 6 |
High Falls Advisors, Inc | 3 | 3 | 0.08% | 0.35% | 0.62% | Q4 2021 | Q3 2023 | 6 |
United Capital Management of KS, Inc. | 6 | 6 | 0.15% | 0.41% | 0.68% | Q3 2018 | Q4 2019 | 6 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.40% | 2.23% | Q4 2019 | Q1 2022 | 6 |
Zions Bancorporation, N.A. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 6 |
FIRETHORN WEALTH PARTNERS, LLC | 4 | 2 | 0.17% | 0.25% | 0.32% | Q1 2022 | Q3 2023 | 6 |
MARATHON ASSET MANAGEMENT LP | 3 | 1 | 0.68% | 2.98% | 4.99% | Q4 2017 | Q1 2022 | 6 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 6 | 6 | 0.23% | 3.50% | 4.78% | Q2 2022 | Q3 2023 | 6 |
GM Advisory Group, LLC | 6 | 6 | 0.54% | 0.62% | 0.80% | Q3 2020 | Q4 2021 | 6 |
Danda Trouve Investment Management, Inc. | 6 | 6 | 1.80% | 4.63% | 5.67% | Q4 2020 | Q1 2022 | 6 |
Squarepoint Ops LLC | 2 | 2 | 0.02% | 0.15% | 0.38% | Q3 2016 | Q3 2019 | 6 |
Castle Rock Wealth Management, LLC | 4 | 2 | 0.08% | 0.22% | 0.61% | Q3 2019 | Q3 2021 | 6 |
SWMG, LLC | 4 | 2 | 0.14% | 0.24% | 0.34% | Q4 2020 | Q2 2023 | 6 |
Antonetti Capital Management LLC | 6 | 6 | 1.45% | 1.68% | 1.96% | Q2 2013 | Q3 2014 | 6 |
ING GROEP NV | 2 | 1 | 0.01% | 0.78% | 4.61% | Q1 2013 | Q3 2019 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.02% | 0.06% | 0.11% | Q4 2019 | Q1 2021 | 6 |
Ausdal Financial Partners, Inc. | 5 | 1 | 0.04% | 0.05% | 0.06% | Q4 2015 | Q4 2022 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q1 2019 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.02% | 0.04% | 0.07% | Q2 2022 | Q3 2023 | 6 |
FormulaFolio Investments, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q2 2021 | 6 |
Hayden Royal, LLC | 6 | 6 | 0.11% | 0.28% | 0.53% | Q1 2019 | Q2 2020 | 6 |
WBH ADVISORY INC | 3 | 3 | 0.10% | 0.14% | 0.25% | Q4 2021 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 5 | 1 | 0.02% | 0.06% | 0.17% | Q4 2016 | Q4 2021 | 6 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.01% | 0.25% | 0.95% | Q3 2019 | Q4 2021 | 6 |
MAS Advisors LLC | 6 | 6 | 4.26% | 5.90% | 6.96% | Q4 2021 | Q1 2023 | 6 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 6 |
Mosaic Family Wealth, LLC | 6 | 6 | 0.01% | 0.08% | 0.14% | Q4 2017 | Q1 2019 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.06% | 0.11% | 0.26% | Q4 2019 | Q3 2021 | 6 |
PFM Asset Management LLC | 6 | 6 | 1.94% | 2.89% | 4.51% | Q2 2020 | Q3 2021 | 6 |
Allegis Investment Advisors, LLC | 5 | 1 | 0.30% | 1.25% | 2.89% | Q4 2015 | Q2 2017 | 6 |
Founders Capital Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
INVESTMENT PARTNERS, LTD. | 6 | 6 | 0.16% | 0.20% | 0.25% | Q3 2017 | Q4 2018 | 6 |
Round Table Services, LLC | 6 | 6 | 0.08% | 0.09% | 0.09% | Q1 2017 | Q2 2018 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 0.64% | 0.74% | 1.04% | Q4 2021 | Q1 2023 | 6 |
Alberta Investment Management Corp | 3 | 1 | 0.10% | 0.49% | 1.00% | Q4 2019 | Q4 2021 | 6 |
Private Wealth Advisors, LLC | 6 | 6 | 1.29% | 1.75% | 2.45% | Q2 2022 | Q3 2023 | 6 |
V Wealth Advisors LLC | 5 | 1 | 0.04% | 0.19% | 0.27% | Q2 2017 | Q1 2020 | 6 |
Williams Financial, LLC | 3 | 3 | 0.58% | 0.83% | 1.73% | Q3 2021 | Q3 2023 | 6 |
Private Advisory Group LLC | 6 | 6 | 1.12% | 1.52% | 1.85% | Q1 2018 | Q2 2019 | 6 |
Braver Wealth Management, LLC | 5 | 1 | 0.46% | 1.72% | 2.96% | Q1 2015 | Q4 2016 | 6 |
COLLECTIVE FAMILY OFFICE LLC | 5 | 1 | 0.14% | 0.32% | 0.50% | Q4 2021 | Q3 2023 | 6 |
Edge Wealth Management LLC | 4 | 2 | 0.01% | 0.12% | 0.19% | Q1 2015 | Q3 2022 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 6 |
Bruderman Asset Management, LLC | 5 | 1 | 0.09% | 0.10% | 0.11% | Q1 2020 | Q3 2021 | 6 |
Apeiron RIA LLC | 4 | 2 | 0.14% | 0.22% | 0.28% | Q4 2021 | Q3 2023 | 6 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q1 2023 | 6 |
SSI INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.18% | 0.42% | Q4 2020 | Q1 2022 | 6 |
TrueWealth Advisors, LLC | 6 | 6 | 0.12% | 0.50% | 1.63% | Q4 2020 | Q1 2022 | 6 |
Hudock, Inc. | 4 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2022 | 6 |
Perella Weinberg Partners Capital Management LP | 6 | 6 | 0.51% | 0.92% | 1.48% | Q1 2020 | Q2 2021 | 6 |
TCTC Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
GIRARD SECURITIES, INC. | 5 | 5 | 0.24% | 0.28% | 0.36% | Q3 2016 | Q3 2017 | 5 |
INNEALTA CAPITAL, LLC | 5 | 5 | 0.30% | 3.72% | 5.73% | Q4 2018 | Q4 2019 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.49% | 0.76% | 1.04% | Q4 2021 | Q4 2022 | 5 |
Fortress Wealth Group, LLC | 5 | 5 | 0.34% | 0.49% | 0.60% | Q2 2021 | Q2 2022 | 5 |
People's United Financial, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2017 | 5 |
PICTET BANK & TRUST Ltd | 5 | 5 | 0.21% | 0.22% | 0.23% | Q4 2013 | Q4 2014 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.00% | 0.02% | 0.06% | Q2 2020 | Q2 2021 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 5 |
Burns Matteson Capital Management, LLC | 2 | 1 | 0.77% | 1.49% | 2.16% | Q4 2020 | Q2 2023 | 5 |
TCWP LLC | 3 | 2 | 0.06% | 0.08% | 0.12% | Q4 2021 | Q2 2023 | 5 |
New England Investment & Retirement Group, Inc. | 3 | 2 | 0.16% | 0.38% | 0.46% | Q4 2016 | Q1 2018 | 5 |
OPPENHEIMER ASSET MANAGEMENT INC. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 5 |
Covestor Ltd | 4 | 1 | 0.00% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 5 |
DRAVO BAY LLC | 5 | 5 | 1.45% | 1.79% | 2.07% | Q4 2021 | Q4 2022 | 5 |
Global Wealth Management Investment Advisory, Inc. | 2 | 1 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 5 |
Annapolis Financial Services, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
MYCIO WEALTH PARTNERS, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 5 |
First Capital Advisors Group, LLC. | 4 | 1 | 0.00% | 0.00% | 0.02% | Q1 2018 | Q2 2023 | 5 |
Ally Invest Advisors Inc. | 5 | 5 | 0.03% | 0.07% | 0.11% | Q3 2022 | Q3 2023 | 5 |
RAND WEALTH, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2017 | Q3 2018 | 5 |
Lattice Strategies LLC | 5 | 5 | 0.17% | 0.51% | 1.13% | Q2 2013 | Q2 2014 | 5 |
H&H Retirement Design & Management INC | 5 | 5 | 1.13% | 1.25% | 1.43% | Q4 2021 | Q4 2022 | 5 |
Yellowstone Partners, LLC | 3 | 1 | 0.13% | 0.17% | 0.21% | Q4 2013 | Q3 2017 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Almanack Investment Partners, LLC. | 5 | 5 | 0.21% | 2.50% | 5.57% | Q4 2016 | Q4 2017 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.44% | 0.60% | 0.73% | Q2 2013 | Q2 2014 | 5 |
Curi Wealth Management, LLC | 5 | 5 | 0.07% | 0.17% | 0.20% | Q4 2020 | Q4 2021 | 5 |
New Vernon Capital Holdings II LLC | 4 | 1 | 0.44% | 0.68% | 0.83% | Q3 2016 | Q4 2017 | 5 |
CONNABLE OFFICE INC | 4 | 1 | 1.41% | 2.32% | 3.02% | Q4 2021 | Q2 2023 | 5 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
ROCKY MOUNTAIN ADVISERS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q1 2016 | 5 |
Greenspring Advisors, LLC | 4 | 1 | 0.07% | 0.10% | 0.12% | Q4 2021 | Q1 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q3 2022 | 5 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 5 | 5 | 11.23% | 32.52% | 43.79% | Q1 2019 | Q1 2020 | 5 |
J2 Capital Management Inc | 3 | 2 | 0.91% | 2.34% | 6.96% | Q4 2021 | Q3 2023 | 5 |
Bell Rock Capital LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Clearstead Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.01% | 0.75% | 1.51% | Q1 2019 | Q2 2023 | 5 |
FineMark National Bank & Trust | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2016 | 5 |
One Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.16% | 0.37% | Q3 2018 | Q3 2023 | 5 |
Shore Point Advisors, LLC | 4 | 1 | 0.00% | 0.55% | 0.75% | Q4 2021 | Q3 2023 | 5 |
LYELL WEALTH MANAGEMENT, LP | 5 | 5 | 0.06% | 0.08% | 0.10% | Q1 2021 | Q1 2022 | 5 |
Tidal Investments LLC | 2 | 1 | 0.04% | 0.78% | 1.72% | Q2 2019 | Q4 2022 | 5 |
NINE MASTS CAPITAL Ltd | 4 | 1 | 0.75% | 1.02% | 1.34% | Q2 2016 | Q4 2017 | 5 |
AVIVA PLC | 5 | 5 | 0.04% | 0.09% | 0.10% | Q1 2019 | Q1 2020 | 5 |
SVB WEALTH LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 5 |
Caprock Group, LLC | 5 | 5 | 0.13% | 0.15% | 0.16% | Q1 2016 | Q1 2017 | 5 |
Symphony Financial, Ltd. Co. | 5 | 5 | 0.59% | 1.30% | 1.87% | Q4 2020 | Q4 2021 | 5 |
Trust Asset Management LLC | 2 | 1 | 0.56% | 0.66% | 0.81% | Q3 2011 | Q1 2016 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.28% | 1.41% | 2.26% | Q1 2016 | Q2 2021 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Tranquilli Financial Advisor LLC | 2 | 1 | 0.36% | 0.53% | 0.77% | Q4 2020 | Q2 2023 | 5 |
Ken Stern & Associates, Inc. | 4 | 1 | 0.15% | 0.16% | 0.18% | Q4 2014 | Q3 2018 | 5 |
KENFARB & CO. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.81% | 0.95% | 1.09% | Q4 2016 | Q4 2017 | 5 |
Powell Investment Advisors, LLC | 5 | 5 | 0.10% | 0.19% | 0.25% | Q4 2019 | Q4 2020 | 5 |
Hefty Wealth Partners | 5 | 5 | 0.03% | 0.04% | 0.04% | Q4 2015 | Q4 2016 | 5 |
Faithward Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2022 | 5 |
Beacon Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2023 | 5 |
First Financial Bank - Trust Division | 5 | 5 | 0.02% | 0.03% | 0.05% | Q4 2022 | Q4 2023 | 5 |
Prime Capital Investment Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2022 | 5 |
Lowe Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2015 | 5 |
Red Tortoise LLC | 4 | 1 | 0.08% | 0.14% | 0.17% | Q3 2021 | Q3 2023 | 5 |
Stokes Capital Advisors, LLC | 5 | 5 | 0.24% | 0.42% | 0.52% | Q4 2020 | Q4 2021 | 5 |
SHEPHERD KAPLAN KROCHUK, LLC | 3 | 1 | 0.04% | 0.06% | 0.11% | Q2 2013 | Q3 2016 | 5 |
WESTERN FINANCIAL Corp | 5 | 5 | 0.62% | 0.68% | 0.78% | Q4 2020 | Q4 2021 | 5 |
TD Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.11% | 1.31% | 3.19% | Q3 2022 | Q3 2023 | 5 |
DMC Group, LLC | 5 | 5 | 0.23% | 0.66% | 1.19% | Q4 2021 | Q4 2022 | 5 |
First Allied Asset Management, Inc. | 4 | 1 | 0.08% | 0.37% | 0.46% | Q2 2013 | Q3 2014 | 5 |
FIRST UNITED BANK & TRUST | 5 | 5 | 0.09% | 0.28% | 0.39% | Q1 2021 | Q1 2022 | 5 |
Wealthspire Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q4 2021 | 5 |
JOYN Advisors, Inc. | 4 | 1 | 0.00% | 0.03% | 0.15% | Q4 2013 | Q4 2018 | 5 |
Vectors Research Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2018 | Q4 2021 | 5 |
HB Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2020 | 5 |
Range Financial Group LLC | 5 | 5 | 0.54% | 0.61% | 0.65% | Q1 2021 | Q1 2022 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.64% | 0.66% | 0.70% | Q4 2016 | Q4 2017 | 5 |
FLC Capital Advisors | 4 | 1 | 0.07% | 0.09% | 0.12% | Q4 2020 | Q2 2022 | 5 |
Chicago Partners Investment Group LLC | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q4 2021 | 5 |
Pettinga Financial Advisors LLC | 3 | 1 | 0.12% | 0.35% | 0.50% | Q4 2018 | Q3 2023 | 5 |
AMP Capital Investors Ltd | 3 | 1 | 0.05% | 0.16% | 0.34% | Q3 2016 | Q4 2020 | 5 |
AFFINITY WEALTH MANAGEMENT LLC | 5 | 5 | 4.73% | 5.31% | 7.03% | Q3 2020 | Q3 2021 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.02% | 0.19% | 0.46% | Q2 2013 | Q2 2014 | 5 |
Private Wealth Group, LLC | 4 | 1 | 1.68% | 1.84% | 2.20% | Q4 2017 | Q4 2019 | 5 |
PHILADELPHIA TRUST CO | 5 | 5 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q1 2023 | 5 |
Rotella Capital Management, Inc. | 5 | 5 | 0.88% | 2.24% | 3.69% | Q4 2013 | Q4 2014 | 5 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 5 | 5 | 1.36% | 1.65% | 1.96% | Q4 2018 | Q4 2019 | 5 |
Portfolio Strategies Inc | 5 | 5 | 0.01% | 1.13% | 1.87% | Q4 2016 | Q4 2017 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q1 2021 | 5 |
Austin Private Wealth, LLC | 5 | 5 | 0.04% | 0.12% | 0.17% | Q3 2022 | Q3 2023 | 5 |
FinTrust Investment Advisory Services, LLC | 3 | 2 | 0.23% | 0.41% | 0.68% | Q2 2013 | Q1 2018 | 5 |
Cable Hill Partners, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q1 2019 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.12% | 0.31% | 0.43% | Q4 2022 | Q3 2023 | 4 |
FFG RETIREMENT ADVISORS LLC | 4 | 4 | 0.56% | 0.70% | 0.77% | Q4 2022 | Q3 2023 | 4 |
CPA Asset Management LLC | 4 | 4 | 0.25% | 0.29% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Rampart Investment Management Company, LLC | 2 | 2 | 0.35% | 0.61% | 1.34% | Q3 2019 | Q3 2020 | 4 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.12% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 4 |
Serengeti Asset Management LP | 4 | 4 | 2.68% | 3.62% | 5.53% | Q1 2015 | Q4 2015 | 4 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2017 | 4 |
MOSELEY INVESTMENT MANAGEMENT INC | 3 | 1 | 0.10% | 0.55% | 0.91% | Q1 2019 | Q2 2021 | 4 |
361 CAPITAL LLC | 3 | 1 | 0.04% | 1.75% | 5.11% | Q1 2016 | Q2 2019 | 4 |
Perpetual Ltd | 3 | 1 | 0.27% | 0.41% | 0.82% | Q1 2014 | Q3 2016 | 4 |
Arden Trust Co | 4 | 4 | 0.01% | 0.07% | 0.10% | Q2 2019 | Q1 2020 | 4 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Tyler-Stone Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 4 |
Watchman Group, Inc. | 3 | 1 | 0.15% | 0.58% | 1.34% | Q4 2021 | Q4 2022 | 4 |
Executive Wealth Management, LLC | 4 | 4 | 0.04% | 0.15% | 0.43% | Q4 2018 | Q3 2019 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.09% | 0.12% | 0.19% | Q4 2022 | Q3 2023 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Frisch Financial Group, Inc. | 4 | 4 | 0.21% | 1.00% | 3.31% | Q4 2022 | Q3 2023 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q1 2016 | 4 |
Integrated Investment Consultants, LLC | 3 | 1 | 0.00% | 0.05% | 0.07% | Q1 2016 | Q1 2018 | 4 |
Virtus ETF Advisers LLC | 2 | 1 | 0.02% | 0.24% | 0.36% | Q4 2016 | Q3 2022 | 4 |
WADDELL & ASSOCIATES, LLC | 3 | 1 | 0.03% | 0.04% | 0.07% | Q3 2020 | Q1 2022 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 4 |
DELPHI FINANCIAL GROUP, INC. | 2 | 1 | 0.17% | 0.40% | 0.60% | Q2 2013 | Q1 2022 | 4 |
Rokos Capital Management LLP | 1 | 1 | 4.18% | 10.15% | 18.92% | Q4 2018 | Q1 2022 | 4 |
VAN ECK ASSOCIATES CORP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2017 | 4 |
Glovista Investments LLC | 3 | 1 | 0.03% | 0.05% | 0.10% | Q4 2013 | Q1 2015 | 4 |
Saba Capital Management, L.P. | 3 | 1 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2015 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.03% | 0.07% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Evermore Global Advisors, LLC | 2 | 1 | 4.13% | 10.06% | 17.37% | Q3 2018 | Q3 2021 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.15% | 0.23% | 0.35% | Q1 2023 | Q4 2023 | 4 |
Emso Asset Management Ltd | 2 | 1 | 88.29% | 96.81% | 99.92% | Q1 2021 | Q4 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.04% | 0.21% | 0.31% | Q1 2019 | Q1 2020 | 4 |
KFG WEALTH MANAGEMENT, LLC | 4 | 4 | 3.67% | 6.90% | 11.86% | Q4 2022 | Q3 2023 | 4 |
STOCK YARDS BANK & TRUST CO | 4 | 4 | 0.01% | 0.04% | 0.11% | Q2 2022 | Q1 2023 | 4 |
VALLEY NATIONAL BANCORP | 4 | 4 | 1.88% | 2.34% | 2.54% | Q4 2013 | Q3 2014 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.25% | 0.54% | 1.11% | Q4 2017 | Q3 2018 | 4 |
Investors Financial Group, LLC | 3 | 1 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q4 2021 | 4 |
MARIPAU WEALTH MANAGEMENT LLC | 4 | 4 | 0.37% | 0.58% | 0.79% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 1.75% | 2.49% | 3.23% | Q4 2021 | Q3 2022 | 4 |
Convergent Wealth Advisors | 2 | 2 | 0.14% | 0.17% | 0.23% | Q2 2014 | Q2 2015 | 4 |
SALEM INVESTMENT COUNSELORS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
XPONANCE, INC. | 4 | 4 | 0.22% | 0.33% | 0.65% | Q1 2014 | Q4 2014 | 4 |
FIRST NATIONAL TRUST CO | 3 | 1 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q1 2020 | 4 |
Life Planning Partners, Inc | 4 | 4 | 1.88% | 2.13% | 2.41% | Q4 2021 | Q3 2022 | 4 |
PIN OAK INVESTMENT ADVISORS INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Greenwich Wealth Management LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q2 2018 | 4 |
Bangor Savings Bank | 4 | 4 | 0.10% | 0.11% | 0.13% | Q2 2013 | Q1 2014 | 4 |
COMMUNITY BANK SYSTEM, INC. | 4 | 4 | 0.00% | 0.35% | 0.61% | Q2 2013 | Q1 2014 | 4 |
Eudaimonia Partners, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 4 |
4J Wealth Management LLC | 4 | 4 | 0.32% | 1.80% | 2.30% | Q4 2020 | Q3 2021 | 4 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q1 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.15% | 0.18% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Silicon Valley Capital Partners | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 1.04% | 1.20% | 1.42% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 0.22% | 0.27% | 0.30% | Q3 2022 | Q2 2023 | 4 |
GUARDIAN CAPITAL ADVISORS LP | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q2 2018 | 4 |
Avitas Wealth Management LLC | 4 | 4 | 1.65% | 1.76% | 1.91% | Q4 2020 | Q3 2021 | 4 |
IMA Wealth, Inc. | 4 | 4 | 0.17% | 0.19% | 0.22% | Q4 2014 | Q3 2015 | 4 |
INTEGRAL DERIVATIVES, LLC | 3 | 3 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q1 2018 | 4 |
American Financial Network Advisory Services LLC | 4 | 4 | 0.12% | 0.67% | 1.80% | Q3 2017 | Q2 2018 | 4 |
Barden Capital Management, Inc. | 4 | 4 | 1.01% | 1.16% | 1.26% | Q4 2022 | Q3 2023 | 4 |
Hennion & Walsh Asset Management, Inc. | 4 | 4 | 0.21% | 0.22% | 0.23% | Q1 2021 | Q4 2021 | 4 |
Maven Securities LTD | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2023 | 4 |
VIRIDIAN RIA, LLC | 3 | 1 | 3.74% | 4.09% | 4.62% | Q4 2020 | Q4 2021 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 4 |
Keystone Financial Services | 4 | 4 | 0.33% | 0.60% | 1.37% | Q4 2022 | Q3 2023 | 4 |
Stonehearth Capital Management, LLC | 4 | 4 | 2.59% | 2.63% | 2.68% | Q1 2023 | Q4 2023 | 4 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 1 | 0.11% | 0.37% | 0.89% | Q2 2016 | Q4 2020 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 1 | 0.02% | 0.10% | 0.26% | Q4 2020 | Q3 2023 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.03% | 0.11% | Q4 2018 | Q4 2019 | 4 |
First Citizens Asset Management, Inc. | 4 | 4 | 0.12% | 0.15% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Von Berge Wealth Management Group, LLC | 4 | 4 | 0.21% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Premia Global Advisors, LLC | 3 | 1 | 0.06% | 0.12% | 0.20% | Q4 2017 | Q1 2019 | 4 |
Fortis Advisors, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 4 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2023 | 4 |
HBW ADVISORY SERVICES LLC | 2 | 2 | 0.06% | 0.13% | 0.23% | Q4 2020 | Q1 2023 | 4 |
PERSONAL CFO SOLUTIONS, LLC | 2 | 1 | 0.10% | 0.14% | 0.17% | Q2 2021 | Q2 2023 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.04% | 0.06% | 0.10% | Q4 2022 | Q3 2023 | 4 |
GRAND WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Whitegate Investment Counselors, Inc. | 4 | 4 | 0.09% | 0.16% | 0.20% | Q4 2020 | Q3 2021 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.33% | 0.57% | 1.01% | Q4 2022 | Q3 2023 | 4 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q1 2017 | Q4 2020 | 4 |
Covenant Multifamily Offices, LLC | 2 | 1 | 0.03% | 0.05% | 0.08% | Q1 2019 | Q3 2021 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.14% | 0.24% | 0.37% | Q4 2021 | Q3 2022 | 4 |
Fluent Financial, LLC | 4 | 4 | 0.39% | 1.94% | 3.51% | Q4 2017 | Q3 2018 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Rafferty Asset Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2018 | 4 |
PERSONAL FINANCIAL CONSULTANTS INC /ADV | 4 | 4 | 4.26% | 4.99% | 5.60% | Q3 2018 | Q2 2019 | 4 |
TIEDEMANN ADVISORS, LLC | 4 | 4 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Clear Perspective Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2018 | 4 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2015 | 4 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 4 | 4 | 0.02% | 0.04% | 0.11% | Q1 2022 | Q4 2022 | 4 |
Virtu Financial LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q2 2018 | Q4 2019 | 4 |
CETERA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.72% | 0.94% | 1.04% | Q4 2015 | Q3 2016 | 4 |
Brown Advisory Securities, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q3 2018 | 4 |
REBALANCE, LLC | 4 | 4 | 0.04% | 1.11% | 2.22% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 4.03% | 4.28% | 4.53% | Q4 2022 | Q3 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2021 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Karp Capital Management Corp | 3 | 1 | 0.02% | 0.29% | 1.08% | Q4 2014 | Q4 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q3 2014 | 4 |
Empyrean Capital Partners, LP | 2 | 1 | 0.05% | 1.16% | 3.46% | Q1 2015 | Q3 2018 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.02% | 0.08% | 0.26% | Q4 2014 | Q3 2015 | 4 |
CIM, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q3 2020 | Q2 2021 | 4 |
Catalyst Capital Advisors LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 4 |
MORRIS FINANCIAL CONCEPTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
ACG Wealth | 3 | 1 | 0.01% | 0.03% | 0.03% | Q4 2017 | Q2 2022 | 4 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.10% | 0.31% | Q3 2022 | Q3 2023 | 4 |
Grace Capital | 3 | 1 | 0.15% | 0.27% | 0.35% | Q2 2020 | Q2 2021 | 4 |
Addison Capital Co | 4 | 4 | 1.82% | 1.88% | 1.93% | Q4 2013 | Q3 2014 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.02% | 0.03% | 0.03% | Q3 2014 | Q3 2015 | 4 |
VeraBank, N.A. | 3 | 1 | 0.10% | 0.13% | 0.21% | Q3 2021 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 1.13% | 1.16% | 1.19% | Q4 2022 | Q3 2023 | 4 |
DB Wealth Management Group, LLC | 3 | 1 | 0.01% | 0.05% | 0.17% | Q4 2020 | Q1 2022 | 4 |
Legacy Capital Wealth Partners, LLC | 2 | 2 | 0.68% | 0.95% | 1.23% | Q4 2020 | Q4 2021 | 4 |
KHP Capital, LLC | 4 | 4 | 1.17% | 1.26% | 1.38% | Q4 2017 | Q3 2018 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 4 |
CANTOR FITZGERALD, L. P. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PT ASSET MANAGEMENT, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q4 2014 | Q1 2015 | 4 |
Professional Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Sound Stewardship, LLC | 4 | 4 | 2.69% | 2.75% | 2.85% | Q4 2022 | Q3 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Walleye Capital LLC | 2 | 1 | 0.04% | 0.08% | 0.15% | Q1 2022 | Q3 2023 | 4 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 4 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2023 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 4 |
Stratos Investment Management, LLC | 4 | 4 | 0.06% | 0.09% | 0.14% | Q1 2021 | Q4 2021 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.68% | 0.81% | 0.87% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 2.13% | 2.28% | 2.38% | Q4 2022 | Q3 2023 | 4 |
STERLING INVESTMENT ADVISORS LLC /ADV | 4 | 4 | 1.18% | 1.25% | 1.29% | Q3 2015 | Q2 2016 | 4 |
PayPay Securities Corp | 4 | 4 | 0.03% | 0.07% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 2.30% | 2.44% | 2.79% | Q4 2018 | Q3 2019 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
TILIA FIDUCIARY PARTNERS, INC. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
NorthRock Partners, LLC | 3 | 1 | 0.02% | 0.18% | 0.50% | Q3 2019 | Q1 2022 | 4 |
Claro Advisors LLC | 2 | 1 | 0.03% | 0.12% | 0.21% | Q4 2018 | Q3 2023 | 3 |
ORG Partners LLC | 3 | 3 | 0.01% | 0.20% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Global Endowment Management, LP | 2 | 1 | 0.08% | 0.13% | 0.23% | Q1 2019 | Q4 2019 | 3 |
Liberty Mutual Group Asset Management Inc. | 3 | 3 | 0.44% | 0.67% | 0.88% | Q4 2017 | Q2 2018 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Waverly Advisors, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q3 2015 | Q1 2023 | 3 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q2 2015 | Q3 2016 | 3 |
Chinook Capital Management | 3 | 3 | 0.39% | 0.45% | 0.51% | Q2 2013 | Q4 2013 | 3 |
QUADRANT CAPITAL GROUP LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 3 |
Mayflower Financial Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 3 | 3 | 0.17% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q1 2014 | Q4 2015 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 0.07% | 0.12% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Econ Financial Services Corp | 3 | 3 | 0.38% | 0.49% | 0.64% | Q4 2021 | Q2 2022 | 3 |
Intercontinental Wealth Advisors, LLC | 2 | 1 | 0.06% | 0.26% | 0.37% | Q2 2017 | Q1 2023 | 3 |
Strategic Income Management, LLC | 3 | 3 | 1.68% | 1.69% | 1.71% | Q4 2014 | Q2 2015 | 3 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 3 | 3 | 0.38% | 0.42% | 0.44% | Q2 2021 | Q4 2021 | 3 |
J Arnold Wealth Management Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Aviance Capital Partners, LLC | 2 | 1 | 0.09% | 0.14% | 0.22% | Q1 2019 | Q2 2020 | 3 |
CIBC WORLD MARKETS CORP | 3 | 3 | 0.37% | 0.88% | 1.15% | Q1 2019 | Q3 2019 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Center For Asset Management LLC | 2 | 1 | 0.84% | 1.05% | 1.24% | Q4 2020 | Q3 2021 | 3 |
Triumph Capital Management | 3 | 3 | 0.27% | 0.29% | 0.30% | Q1 2022 | Q3 2022 | 3 |
BRAVE ASSET MANAGEMENT INC | 2 | 1 | 0.12% | 0.13% | 0.14% | Q4 2018 | Q3 2019 | 3 |
BRINKER CAPITAL INC | 1 | 1 | 0.03% | 0.07% | 0.10% | Q4 2015 | Q2 2020 | 3 |
Traynor Capital Management, Inc. | 3 | 3 | 0.10% | 0.13% | 0.16% | Q2 2019 | Q4 2019 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 3 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 3 | 3 | 1.49% | 1.53% | 1.56% | Q1 2023 | Q3 2023 | 3 |
Knott David M Jr | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.12% | 0.16% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Crumly & Associates Inc. | 3 | 3 | 0.98% | 1.00% | 1.02% | Q1 2023 | Q3 2023 | 3 |
Wealthstream Advisors, Inc. | 3 | 3 | 0.13% | 0.16% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Valmark Advisers, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Forward Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Cavalier Investments, LLC | 2 | 1 | 0.28% | 0.52% | 0.70% | Q4 2015 | Q3 2016 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 3 |
WP Advisors, LLC | 2 | 1 | 0.06% | 0.08% | 0.09% | Q2 2018 | Q1 2019 | 3 |
Alken Asset Management Ltd | 3 | 3 | 0.18% | 0.31% | 0.45% | Q2 2017 | Q4 2017 | 3 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q4 2021 | 3 |
Family Management Corp | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2022 | 3 |
Exchange Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 3 |
INVICTUS PRIVATE WEALTH, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Itau USA Asset Management Inc. | 3 | 3 | 1.25% | 1.94% | 3.30% | Q2 2013 | Q4 2013 | 3 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2023 | 3 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.85% | 1.34% | 1.64% | Q1 2021 | Q1 2022 | 3 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 3 |
TCG Advisors, LP | 3 | 3 | 0.04% | 0.45% | 0.72% | Q4 2018 | Q2 2019 | 3 |
Garden State Investment Advisory Services LLC | 3 | 3 | 0.66% | 0.68% | 0.69% | Q1 2023 | Q3 2023 | 3 |
Worth Financial Advisory Group, LLC | 3 | 3 | 0.57% | 0.57% | 0.58% | Q1 2023 | Q3 2023 | 3 |
Pensionmark Financial Group, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Smith & Howard Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.24% | 0.70% | Q2 2020 | Q3 2022 | 3 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 2 | 1 | 0.05% | 0.14% | 0.26% | Q4 2020 | Q4 2021 | 3 |
Trust Co | 1 | 1 | 0.00% | 0.04% | 0.10% | Q1 2015 | Q1 2021 | 3 |
Quantitative Advantage, LLC | 3 | 3 | 1.95% | 2.56% | 2.90% | Q1 2014 | Q3 2014 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.45% | 0.54% | 0.72% | Q4 2021 | Q2 2022 | 3 |
Julex Capital Management, LLC | 3 | 3 | 0.13% | 0.28% | 0.53% | Q1 2019 | Q3 2019 | 3 |
Parker Investment Management, LLC | 2 | 1 | 0.29% | 0.44% | 0.72% | Q1 2019 | Q4 2020 | 3 |
Scarborough Advisors, LLC | 3 | 3 | 0.80% | 1.29% | 1.80% | Q1 2023 | Q3 2023 | 3 |
RMR Wealth Builders | 3 | 3 | 0.29% | 0.56% | 0.82% | Q4 2021 | Q2 2022 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q1 2022 | 3 |
Vericrest Private Wealth | 3 | 3 | 2.13% | 2.15% | 2.18% | Q4 2021 | Q2 2022 | 3 |
PINNACLE ASSOCIATES LTD | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2017 | 3 |
Fiduciary Alliance LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 3 |
M Holdings Securities, Inc. | 3 | 3 | 0.05% | 0.28% | 0.48% | Q1 2014 | Q3 2014 | 3 |
Intelligence Driven Advisers, LLC | 3 | 3 | 0.15% | 0.27% | 0.35% | Q4 2018 | Q2 2019 | 3 |
FIL Ltd | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2023 | 3 |
SeaTown Holdings Pte. Ltd. | 3 | 3 | 0.29% | 0.31% | 0.33% | Q2 2020 | Q4 2020 | 3 |
Ahrens Investment Partners LLC | 3 | 3 | 0.10% | 0.13% | 0.20% | Q2 2017 | Q4 2017 | 3 |
ONE Advisory Partners, LLC | 3 | 3 | 0.77% | 0.85% | 1.02% | Q1 2023 | Q3 2023 | 3 |
Core Wealth Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
One Capital Management, LLC | 2 | 1 | 0.02% | 0.07% | 0.09% | Q3 2014 | Q2 2015 | 3 |
MARCUARD FAMILY OFFICE LTD | 3 | 3 | 3.48% | 4.21% | 4.92% | Q2 2013 | Q4 2013 | 3 |
FAS Wealth Partners, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 3 |
ROCKEFELLER FINANCIAL SERVICES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.56% | 0.58% | 0.59% | Q4 2014 | Q2 2015 | 3 |
JMAC ENTERPRISES LLC | 3 | 3 | 0.54% | 0.56% | 0.58% | Q1 2023 | Q3 2023 | 3 |
WealthTrust Fairport, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 3 |
Marion Wealth Management | 3 | 3 | 1.58% | 1.63% | 1.70% | Q4 2021 | Q2 2022 | 3 |
MCIA Inc | 3 | 3 | 1.45% | 2.03% | 2.49% | Q4 2019 | Q2 2020 | 3 |
Financial Network Wealth Management LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q3 2021 | Q1 2022 | 3 |
FNY Investment Advisers, LLC | 2 | 2 | 0.00% | 0.07% | 0.18% | Q3 2018 | Q4 2018 | 3 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 3 | 3 | 36.36% | 44.04% | 55.60% | Q3 2017 | Q1 2018 | 3 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q1 2019 | 3 |
Laffer Tengler Investments, Inc. | 3 | 3 | 0.22% | 0.26% | 0.30% | Q3 2021 | Q1 2022 | 3 |
Wealth Alliance | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Counsel Portfolio Services Inc. | 2 | 1 | 0.04% | 0.25% | 0.65% | Q2 2015 | Q2 2016 | 3 |
NEW ENGLAND ASSET MANAGEMENT INC | 3 | 3 | 0.30% | 0.33% | 0.35% | Q2 2013 | Q4 2013 | 3 |
Ten Capital Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Marcum Wealth, LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q2 2022 | 3 |
Freedman Financial Associates, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
CHOREO, LLC | 3 | 3 | 0.10% | 0.13% | 0.17% | Q1 2023 | Q3 2023 | 3 |
STATE STREET CORP | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 3 |
PICTET ASSET MANAGEMENT SA | 2 | 1 | 0.02% | 0.05% | 0.07% | Q3 2021 | Q2 2023 | 3 |
Truepoint, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q2 2016 | 3 |
Insight Wealth Strategies, LLC | 2 | 1 | 0.61% | 0.64% | 0.69% | Q3 2021 | Q3 2023 | 3 |
SPINNAKER CAPITAL LTD | 2 | 1 | 7.24% | 24.15% | 40.83% | Q4 2019 | Q3 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.08% | 0.12% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Ackerman Capital Advisors, LLC | 3 | 3 | 0.55% | 0.75% | 1.13% | Q1 2020 | Q3 2020 | 3 |
GW&K Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2022 | 3 |
Yarbrough Capital, LLC | 2 | 1 | 0.00% | 0.19% | 0.47% | Q4 2021 | Q4 2022 | 3 |
Park Avenue Institutional Advisers LLC | 3 | 3 | 10.30% | 14.39% | 19.85% | Q2 2017 | Q4 2017 | 3 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
Bramshill Investments, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2018 | 3 |
MRA Associates USA LLC | 3 | 3 | 0.18% | 0.43% | 0.81% | Q4 2018 | Q2 2019 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 3 |
Man Investments Ltd | 3 | 3 | 0.18% | 0.62% | 0.94% | Q4 2013 | Q2 2014 | 3 |
Tennessee Valley Asset Management Partners | 3 | 3 | 1.20% | 1.64% | 2.50% | Q1 2023 | Q3 2023 | 3 |
683 Capital Management, LLC | 3 | 3 | 1.64% | 3.34% | 4.87% | Q2 2020 | Q4 2020 | 3 |
Capula Management Ltd | 2 | 2 | 0.11% | 0.13% | 0.18% | Q1 2021 | Q2 2021 | 3 |
Golden State Equity Partners | 1 | 1 | 0.20% | 0.25% | 0.29% | Q4 2020 | Q2 2023 | 3 |
Keystone Wealth Services, LLC | 3 | 3 | 0.13% | 0.21% | 0.37% | Q1 2023 | Q3 2023 | 3 |
Benedetti & Gucer, Inc. | 3 | 3 | 0.14% | 0.17% | 0.20% | Q2 2021 | Q4 2021 | 3 |
ROBERTSON STEPHENS ADVISORS LLC | 3 | 3 | 0.23% | 0.29% | 0.40% | Q1 2017 | Q3 2017 | 3 |
MARINER INVESTMENT GROUP LLC | 2 | 1 | 0.06% | 3.21% | 9.38% | Q3 2015 | Q2 2017 | 3 |
LVW Advisors, LLC | 2 | 1 | 0.11% | 0.22% | 0.35% | Q4 2014 | Q1 2023 | 3 |
ENZI WEALTH | 3 | 3 | 0.34% | 0.71% | 0.94% | Q3 2022 | Q1 2023 | 3 |
Syverson Strege & Co | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2023 | 3 |
Rock Creek Group, LP | 3 | 3 | 2.91% | 3.26% | 3.65% | Q2 2021 | Q4 2021 | 3 |
Canton Hathaway, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Independent Advisor Alliance | 1 | 1 | 0.04% | 0.06% | 0.10% | Q1 2018 | Q4 2019 | 3 |
FLAGSTAR ADVISORS INC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2022 | 3 |
THOMPSON DAVIS & CO., INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q1 2015 | 3 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 3 | 3 | 0.29% | 0.31% | 0.33% | Q4 2022 | Q2 2023 | 3 |
Beaird Harris Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cardinal Strategic Wealth Guidance | 3 | 3 | 0.35% | 0.55% | 0.94% | Q1 2023 | Q3 2023 | 3 |
Quadrant Private Wealth Management, LLC | 3 | 3 | 0.13% | 0.15% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Paragon Advisors, LLC | 3 | 3 | 0.77% | 1.19% | 1.69% | Q1 2023 | Q3 2023 | 3 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q4 2014 | 3 |
Stokes Family Office, LLC | 3 | 3 | 0.20% | 0.21% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Privium Fund Management (UK) Ltd | 2 | 1 | 0.19% | 1.90% | 3.58% | Q4 2020 | Q1 2023 | 3 |
Transform Wealth, LLC | 3 | 3 | 0.34% | 1.13% | 2.29% | Q2 2019 | Q4 2019 | 3 |
Soros Fund Management | 2 | 1 | 0.18% | 0.83% | 1.21% | Q2 2017 | Q3 2018 | 3 |
Connectus Wealth, LLC | 2 | 1 | 0.11% | 0.24% | 0.47% | Q1 2022 | Q3 2023 | 3 |
Price Wealth, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q1 2020 | 3 |
CUTLER INVESTMENT COUNSEL LLC | 2 | 1 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Upper Left Wealth Management, LLC | 2 | 1 | 0.34% | 0.49% | 0.59% | Q4 2021 | Q3 2022 | 3 |
Alaska Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NOTTINGHAM ADVISORS, INC. | 3 | 3 | 0.10% | 2.06% | 3.13% | Q2 2013 | Q4 2013 | 3 |
BRADY FAMILY WEALTH, LLC | 3 | 3 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q2 2023 | 3 |
Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Financial Engines Advisors L.L.C. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2021 | 3 |
Security Financial Services, INC. | 3 | 3 | 0.20% | 0.22% | 0.23% | Q1 2023 | Q3 2023 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.08% | 0.24% | Q4 2021 | Q4 2022 | 3 |
Worth Asset Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 3 |
Guidant Wealth Advisors | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2019 | Q3 2019 | 3 |
Farmers National Bank | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
Headlands Technologies LLC | 2 | 1 | 0.01% | 0.23% | 0.35% | Q4 2022 | Q3 2023 | 3 |
EVOKE WEALTH, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Hoxton Planning & Management, LLC | 3 | 3 | 0.17% | 0.18% | 0.20% | Q1 2023 | Q3 2023 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
DeGreen Capital Management LLC | 3 | 3 | 1.55% | 3.04% | 4.00% | Q1 2016 | Q3 2016 | 3 |
Matisse Capital | 3 | 3 | 0.77% | 0.80% | 0.83% | Q1 2023 | Q3 2023 | 3 |
Advocacy Wealth Management Services, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2021 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 3.22% | 3.66% | 3.99% | Q1 2013 | Q3 2013 | 3 |
Lebenthal Global Advisors, LLC | 3 | 3 | 0.30% | 0.42% | 0.62% | Q4 2020 | Q2 2021 | 3 |
Interchange Capital Partners, LLC | 3 | 3 | 0.16% | 0.22% | 0.33% | Q4 2020 | Q2 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2017 | Q4 2018 | 3 |
SteelBridge Private Wealth Advisors LLC | 3 | 3 | 0.51% | 0.53% | 0.54% | Q4 2016 | Q2 2017 | 3 |
BENJAMIN EDWARDS INC | 2 | 1 | 0.31% | 0.79% | 1.45% | Q1 2019 | Q4 2020 | 3 |
Source Financial Advisors LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
FURE FINANCIAL CORP | 1 | 1 | 1.00% | 1.20% | 1.40% | Q4 2019 | Q1 2021 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 2 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2022 | 2 |
MainStreet Investment Advisors LLC | 2 | 2 | 0.04% | 0.93% | 1.83% | Q2 2020 | Q3 2020 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Legacy Financial Advisors, Inc. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Sagil Capital LLP | 2 | 2 | 6.98% | 7.40% | 7.83% | Q4 2022 | Q1 2023 | 2 |
GLAZER CAPITAL, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q1 2021 | 2 |
Legacy Private Trust Co. | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q2 2014 | 2 |
PagnatoKarp Partners LLC | 2 | 2 | 0.08% | 1.78% | 3.48% | Q4 2016 | Q1 2017 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
1st Global Advisors, Inc. | 2 | 2 | 0.52% | 0.55% | 0.57% | Q2 2013 | Q3 2013 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2014 | 2 |
Independence Bank of Kentucky | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.55% | 0.97% | 1.40% | Q1 2014 | Q4 2014 | 2 |
Jenkins Wealth | 1 | 1 | 0.66% | 0.77% | 0.88% | Q4 2021 | Q4 2022 | 2 |
Mendota Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Centric Wealth Management | 2 | 2 | 0.42% | 0.87% | 1.32% | Q4 2021 | Q1 2022 | 2 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2014 | Q4 2015 | 2 |
ProVise Management Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2014 | Q3 2014 | 2 |
REGIMEN WEALTH, LLC | 1 | 1 | 0.09% | 0.14% | 0.19% | Q1 2023 | Q3 2023 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.02% | 0.04% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Kingdom Financial Group LLC. | 2 | 2 | 0.24% | 0.30% | 0.35% | Q2 2023 | Q3 2023 | 2 |
MMA ASSET MANAGEMENT LLC | 2 | 2 | 0.53% | 0.98% | 1.43% | Q2 2023 | Q3 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 2 |
Parasol Investment Management, LLC | 2 | 2 | 1.44% | 1.81% | 2.18% | Q2 2016 | Q3 2016 | 2 |
SECURITY NATIONAL TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
DUALITY ADVISERS, LP | 2 | 2 | 1.14% | 1.17% | 1.20% | Q2 2020 | Q3 2020 | 2 |
WINTON GROUP Ltd | 2 | 2 | 0.06% | 0.10% | 0.14% | Q3 2020 | Q4 2020 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Pinion Investment Advisors, LLC | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
NORTH AMERICAN MANAGEMENT CORP | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.03% | 0.24% | 0.46% | Q3 2017 | Q1 2019 | 2 |
Andalusian Capital Partners, LP | 2 | 2 | 1.75% | 1.93% | 2.11% | Q3 2015 | Q4 2015 | 2 |
LAZARD ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Allie Family Office LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
AXS Investments LLC | 1 | 1 | 0.55% | 0.65% | 0.74% | Q3 2021 | Q2 2023 | 2 |
Oak Grove Capital LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q2 2018 | 2 |
AMJ Financial Wealth Management | 2 | 2 | 2.06% | 2.15% | 2.24% | Q4 2020 | Q1 2021 | 2 |
Vigilare Wealth Management | 2 | 2 | 0.42% | 0.42% | 0.42% | Q1 2021 | Q2 2021 | 2 |
Holloway Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Relative Value Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q4 2014 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 2 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 2 | 0.14% | 0.19% | 0.25% | Q2 2013 | Q3 2013 | 2 |
Riverview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Mattern Wealth Management LLC | 2 | 2 | 0.48% | 0.91% | 1.33% | Q4 2019 | Q1 2020 | 2 |
Independence Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Rooted Wealth Advisors, Inc. | 2 | 2 | 1.88% | 1.98% | 2.08% | Q2 2023 | Q3 2023 | 2 |
Voit & Company, LLC | 2 | 2 | 0.38% | 0.40% | 0.41% | Q1 2019 | Q2 2019 | 2 |
Acorn Advisory Capital L.P. | 2 | 2 | 0.39% | 0.71% | 1.02% | Q4 2017 | Q1 2018 | 2 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.01% | 0.04% | 0.07% | Q2 2021 | Q4 2021 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q1 2019 | 2 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q1 2020 | 2 |
EHP Funds Inc. | 1 | 1 | 0.42% | 0.56% | 0.70% | Q4 2022 | Q2 2023 | 2 |
Carlyle Group Inc. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2014 | Q1 2015 | 2 |
Hall Kathryn A. | 2 | 2 | 0.29% | 0.32% | 0.35% | Q1 2019 | Q2 2019 | 2 |
Eukles Asset Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.31% | 0.39% | 0.47% | Q2 2023 | Q3 2023 | 2 |
Lansing Street Advisors | 2 | 2 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Dynamic Technology Lab Private Ltd | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
Stonebridge Financial Planning Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SOROS CAPITAL MANAGEMENT LLC | 2 | 2 | 1.84% | 1.94% | 2.05% | Q4 2022 | Q1 2023 | 2 |
KLS Diversified Asset Management LP | 1 | 1 | 18.93% | 32.55% | 46.16% | Q1 2021 | Q1 2021 | 2 |
FirstPurpose Wealth LLC | 1 | 1 | 0.21% | 0.24% | 0.28% | Q4 2022 | Q2 2023 | 2 |
Petix & Botte Co | 1 | 1 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2022 | 2 |
Affinity Capital Advisors, LLC | 2 | 2 | 0.06% | 0.17% | 0.27% | Q2 2023 | Q3 2023 | 2 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.03% | 0.09% | 0.14% | Q4 2020 | Q4 2021 | 2 |
Ferguson Shapiro LLC | 1 | 1 | 1.16% | 1.81% | 2.45% | Q4 2019 | Q4 2020 | 2 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.00% | 1.05% | 2.10% | Q4 2018 | Q1 2023 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.27% | 0.54% | Q1 2022 | Q2 2023 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2020 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2017 | Q1 2018 | 2 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.31% | 0.44% | 0.56% | Q2 2023 | Q3 2023 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Horan Capital Advisors, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Holland Advisory Services, Inc. | 2 | 2 | 1.82% | 1.85% | 1.88% | Q4 2021 | Q1 2022 | 2 |
Financial Futures Ltd Liability Co. | 2 | 2 | 3.55% | 3.65% | 3.75% | Q4 2021 | Q1 2022 | 2 |
Koss-Olinger Consulting, LLC | 2 | 2 | 0.05% | 0.13% | 0.22% | Q3 2022 | Q4 2022 | 2 |
All Season Financial Advisors, Inc. | 1 | 1 | 1.36% | 2.96% | 4.55% | Q2 2021 | Q4 2022 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.02% | 0.04% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Sage Mountain Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
Migdal Insurance & Financial Holdings Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2020 | 2 |
QUEST CAPITAL MANAGEMENT INC /ADV | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q4 2021 | 2 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 0.26% | 3.25% | 6.24% | Q4 2020 | Q1 2022 | 2 |
SUMMIT FINANCIAL GROUP, INC. | 2 | 2 | 0.16% | 0.17% | 0.17% | Q4 2017 | Q1 2018 | 2 |
Maltin Wealth Management, Inc. | 2 | 2 | 0.89% | 0.99% | 1.09% | Q1 2022 | Q2 2022 | 2 |
CABANA LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q2 2020 | 2 |
Astoria Strategic Wealth, Inc. | 2 | 2 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q1 2022 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.51% | 0.53% | 0.55% | Q4 2021 | Q1 2022 | 2 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Alaska Permanent Capital Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bray Capital Advisors | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2015 | Q3 2015 | 2 |
TFC Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 2 |
VIVID FINANCIAL MANAGEMENT, INC. | 2 | 2 | 0.59% | 0.60% | 0.62% | Q4 2019 | Q1 2020 | 2 |
SWS Partners | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2017 | Q1 2018 | 2 |
PROFFITT & GOODSON INC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q2 2022 | 2 |
FORTE ASSET MANAGEMENT LLC | 2 | 2 | 0.38% | 0.42% | 0.45% | Q2 2022 | Q3 2022 | 2 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 2 |
ASB Consultores, LLC | 2 | 2 | 0.10% | 0.14% | 0.18% | Q1 2023 | Q2 2023 | 2 |
Alliance Wealth Advisors, LLC /UT | 1 | 1 | 1.57% | 1.70% | 1.82% | Q4 2022 | Q2 2023 | 2 |
Banco BTG Pactual S.A. | 2 | 2 | 0.54% | 8.87% | 17.21% | Q3 2021 | Q4 2021 | 2 |
Belvedere Advisors LLC | 2 | 2 | 0.25% | 1.72% | 3.20% | Q1 2019 | Q2 2019 | 2 |
Thiel Macro LLC | 2 | 2 | 1.49% | 2.66% | 3.83% | Q2 2019 | Q3 2019 | 2 |
Symmetry Investments LP | 1 | 1 | 0.17% | 0.30% | 0.43% | Q4 2021 | Q3 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
KOKUSAI Asset Management Co., Ltd. | 2 | 2 | 16.01% | 20.79% | 25.56% | Q1 2015 | Q2 2015 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
DRW Securities, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q4 2013 | 2 |
Harborview Advisors, LLC | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2021 | Q3 2021 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2018 | 2 |
Optas, LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2019 | Q1 2020 | 2 |
Glenview Trust Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
TPB WEALTH ADVISORS | 2 | 2 | 0.54% | 0.72% | 0.90% | Q4 2022 | Q1 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Euclid Advisors LLC | 2 | 2 | 0.41% | 0.42% | 0.43% | Q1 2016 | Q2 2016 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
Idaho Trust Bank | 2 | 2 | 3.88% | 3.92% | 3.97% | Q2 2023 | Q3 2023 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q4 2016 | 2 |
MANAGED ACCOUNT SERVICES INC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 2 |
Community Bank, N.A. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2019 | 2 |
Foresight Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Onyx Bridge Wealth Group LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2021 | Q2 2021 | 2 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 2 | 2 | 2.53% | 2.66% | 2.80% | Q2 2013 | Q3 2013 | 2 |
Corbenic Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2013 | 2 |
Cedar Brook Financial Partners, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2021 | Q3 2021 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 2 |
Plan Group Financial, LLC | 2 | 2 | 1.17% | 2.78% | 4.40% | Q2 2023 | Q3 2023 | 2 |
CATALYST FINANCIAL PARTNERS LLC | 1 | 1 | 0.11% | 0.15% | 0.20% | Q4 2022 | Q2 2023 | 2 |
Essex Savings Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
TFB Advisors LLC | 1 | 1 | 1.00% | 1.33% | 1.65% | Q4 2022 | Q2 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Gateway Wealth Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q2 2016 | Q2 2023 | 2 |
ST GERMAIN D J CO INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
SouthState Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
BMS Financial Advisors, LLC | 2 | 2 | 0.14% | 0.24% | 0.34% | Q1 2023 | Q2 2023 | 2 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.50% | 0.64% | 0.78% | Q2 2023 | Q3 2023 | 2 |
Price Capital Management, Inc. | 1 | 1 | 2.18% | 5.12% | 8.06% | Q4 2018 | Q3 2021 | 2 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
University of Southern California | 2 | 2 | 1.71% | 2.15% | 2.59% | Q4 2012 | Q1 2013 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.01% | 0.03% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 0.38% | 0.40% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Fore Research & Management, LP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Logan Stone Capital, LLC | 2 | 2 | 0.15% | 0.32% | 0.49% | Q2 2023 | Q3 2023 | 2 |
Blenheim Capital Management, L.L.C. | 2 | 2 | 0.51% | 0.64% | 0.76% | Q1 2014 | Q2 2014 | 2 |
Schonfeld Strategic Advisors LLC | 2 | 2 | 0.09% | 0.10% | 0.12% | Q1 2023 | Q2 2023 | 2 |
Human Investing LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 0.42% | 0.46% | 0.50% | Q3 2013 | Q1 2015 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q2 2022 | Q1 2023 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2017 | Q2 2017 | 2 |
Parametrica Management Ltd | 2 | 2 | 8.85% | 14.12% | 19.39% | Q2 2017 | Q3 2017 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.66% | 0.66% | 0.66% | Q2 2023 | Q3 2023 | 2 |
Holowesko Partners Ltd. | 1 | 1 | 1.04% | 2.77% | 4.49% | Q4 2017 | Q3 2019 | 2 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 2 |
Nan Shan Life Insurance Co., Ltd. | 2 | 2 | 0.10% | 0.22% | 0.35% | Q3 2018 | Q4 2018 | 2 |
HC Financial Advisors, Inc. | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2018 | Q3 2018 | 2 |
VISTA INVESTMENT MANAGEMENT | 1 | 1 | 0.18% | 0.20% | 0.22% | Q1 2018 | Q3 2018 | 2 |
Muzinich & Co., Inc. | 1 | 1 | 0.02% | 0.96% | 1.91% | Q1 2019 | Q1 2020 | 2 |
Avestar Capital, LLC | 2 | 2 | 0.18% | 0.28% | 0.39% | Q4 2017 | Q1 2018 | 2 |
F3Logic, LLC | 2 | 2 | 0.17% | 0.18% | 0.19% | Q1 2018 | Q2 2018 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.05% | 0.09% | Q3 2018 | Q3 2019 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.04% | 0.22% | 0.40% | Q1 2013 | Q1 2017 | 2 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 2 |
Physician Wealth Advisors, Inc. | 2 | 2 | 0.09% | 0.11% | 0.12% | Q4 2019 | Q1 2020 | 2 |
WCG Wealth Advisors LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2017 | 2 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2020 | 2 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2021 | 2 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q2 2022 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.10% | 0.14% | Q4 2018 | Q1 2019 | 2 |
TECTONIC ADVISORS LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2021 | 2 |
Baron Financial Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Bell Bank | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q3 2013 | 2 |
NAYA CAPITAL MANAGEMENT UK LTD | 1 | 1 | 1.83% | 7.43% | 13.04% | Q4 2015 | Q4 2021 | 2 |
Joel Isaacson & Co., LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2015 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.02% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 2 |
Kernodle & Katon Asset Management Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q1 2016 | 2 |
Kathleen S. Wright Associates Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Fiduciary Planning LLC | 1 | 1 | 1.87% | 1.87% | 1.87% | Q4 2019 | Q4 2019 | 1 |
KING LUTHER CAPITAL MANAGEMENT CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Copperwynd Financial, LLC | 1 | 1 | 2.04% | 2.04% | 2.04% | Q1 2019 | Q1 2019 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Grove Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Heartland Bank & Trust Co | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2021 | Q4 2021 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Haverford Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capital Advisors, Ltd. LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2018 | Q3 2018 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Edgestream Partners, L.P. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q2 2023 | 1 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
CNO Financial Group, Inc. | 1 | 1 | 5.05% | 5.05% | 5.05% | Q3 2017 | Q3 2017 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Financial Strategies Group, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Watson Rebecca | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
ARQ WEALTH ADVISORS, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
Parian Global Management LP | 1 | 1 | 4.10% | 4.10% | 4.10% | Q2 2020 | Q2 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
ClearBridge Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Windsor Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Live Oak Investment Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ABLE Financial Group, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2023 | Q1 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 2.00% | 2.00% | 2.00% | Q4 2018 | Q4 2018 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 1.92% | 1.92% | 1.92% | Q2 2020 | Q2 2020 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2016 | Q2 2016 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SFMG, LLC | 1 | 1 | 0.77% | 0.77% | 0.77% | Q4 2022 | Q4 2022 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
Verity Asset Management, Inc. | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2017 | Q3 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2019 | Q1 2019 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Renasant Bank | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2020 | Q4 2020 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2013 | Q2 2013 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2021 | Q1 2021 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
RiverGlades Family Offices LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q4 2018 | Q4 2018 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Johnson Midwest Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
CSM Advisors, LLC | 1 | 1 | 1.79% | 1.79% | 1.79% | Q2 2023 | Q2 2023 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
North Ridge Wealth Advisors, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 5.03% | 5.03% | 5.03% | Q4 2019 | Q4 2019 | 1 |
Athanor Capital, LP | 1 | 1 | 2.89% | 2.89% | 2.89% | Q2 2020 | Q2 2020 | 1 |
Stratford Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Wright Fund Management, LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q2 2023 | Q2 2023 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
AEGON USA Investment Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2013 | Q2 2013 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
RTD Financial Advisors, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2013 | Q2 2013 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2020 | Q4 2020 | 1 |
QFR Capital Management, L.P. | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2014 | Q2 2014 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Midwest Heritage Bank, FSB | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2021 | Q4 2021 | 1 |
AMG National Trust Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
BT Wealth Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
W.H. Cornerstone Investments Inc. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
SITTNER & NELSON, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2022 | 1 |
DELTA ASSET MANAGEMENT LLC/TN | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
TRANSCEND CAPITAL ADVISORS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
SYON CAPITAL LLC | 1 | 1 | 3.94% | 3.94% | 3.94% | Q3 2023 | Q3 2023 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
AlphaCore Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CLEARY GULL INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2015 | Q1 2015 | 1 |
Aries Wealth Management | 1 | 1 | 3.08% | 3.08% | 3.08% | Q1 2022 | Q1 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Ignite Planners, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
SYKON CAPITAL LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2023 | Q3 2023 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Washington Trust Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Warlander Asset Management, LP | 1 | 1 | 42.82% | 42.82% | 42.82% | Q2 2018 | Q2 2018 | 1 |
KWMG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q2 2023 | Q2 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Shay Capital LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Keystone Financial Group | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2017 | Q4 2017 | 1 |
Secure Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
FIRST AMERICAN TRUST, FSB | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cassady Schiller Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
COMMUNITY TRUST & INVESTMENT CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Duquesne Family Office | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2013 | Q3 2013 | 1 |
Ritter Daniher Financial Advisory LLC / DE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Independence Trust CO | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2014 | Q4 2014 | 1 |
Hightower 6M Holding, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2022 | Q1 2022 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
EXELON CORP | 1 | 1 | 10.46% | 10.46% | 10.46% | Q4 2021 | Q4 2021 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Kabarec Financial Advisors, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Evensky & Katz LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Lyxor Asset Management Inc. | 1 | 1 | 75.49% | 75.49% | 75.49% | Q4 2018 | Q4 2018 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 1 | 1 | 1.47% | 1.47% | 1.47% | Q4 2021 | Q4 2021 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2021 | Q3 2021 | 1 |
Legacy Financial Strategies, LLC | 1 | 1 | 1.98% | 1.98% | 1.98% | Q4 2017 | Q4 2017 | 1 |
LEO BROKERAGE, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2020 | Q3 2020 | 1 |
SOA Wealth Advisors, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
QUANTRES ASSET MANAGEMENT Ltd | 1 | 1 | 0.85% | 0.85% | 0.85% | Q1 2016 | Q1 2016 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Investment Research & Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Legend Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Paloma Partners Management Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
GAM Holding AG | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Cougar Global Investments Ltd | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2018 | Q4 2018 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Autonomy Capital (Jersey) L.P. | 1 | 1 | 4.28% | 4.28% | 4.28% | Q1 2019 | Q1 2019 | 1 |
ICONIQ Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2013 | Q3 2013 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Towerpoint Wealth, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2013 | Q4 2013 | 1 |
3D ASSET MANAGEMENT, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
CARDIFF PARK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2021 | Q1 2021 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Winch Advisory Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
AWM CAPITAL, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Chandler Asset Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2016 | Q3 2016 | 1 |
Strategic Wealth Partners, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Berry Street Capital Management LLP | 1 | 1 | 1.38% | 1.38% | 1.38% | Q1 2022 | Q1 2022 | 1 |
CABOT WEALTH MANAGEMENT INC | 1 | 1 | 0.93% | 0.93% | 0.93% | Q2 2017 | Q2 2017 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2020 | Q4 2020 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
LVZ, Inc. | 1 | 1 | 6.24% | 6.24% | 6.24% | Q4 2014 | Q4 2014 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
New England Professional Planning Group Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q1 2021 | 1 |
Vanguard Personalized Indexing Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Glen Point Capital LLP | 1 | 1 | 2.91% | 2.91% | 2.91% | Q2 2020 | Q2 2020 | 1 |
SILVER OAK SECURITIES, INCORPORATED | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Successful Portfolios LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2023 | Q1 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
JOURNEY STRATEGIC WEALTH LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
GRIES FINANCIAL LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
True Wealth Design, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Alaska Permanent Fund Corp | 1 | 1 | 4.81% | 4.81% | 4.81% | Q2 2022 | Q2 2022 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2013 | Q2 2013 | 1 |
Rockbridge Investment Management, LCC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Carter Financial Group, INC. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2022 | Q1 2022 | 1 |
Vivaldi Capital Management LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
KAYS FINANCIAL ADVISORY CORP /ADV | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2018 | Q4 2018 | 1 |
Game Creek Capital, LP | 1 | 1 | 5.31% | 5.31% | 5.31% | Q4 2017 | Q4 2017 | 1 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 1.47% | 1.47% | 1.47% | Q2 2023 | Q2 2023 | 1 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SkyView Investment Advisors, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q3 2021 | Q3 2021 | 1 |
Gemmer Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bernardo Wealth Planning LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q4 2019 | 1 |
Sterling Investment Counsel, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BARING ASSET MANAGEMENT Ltd | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2017 | Q3 2017 | 1 |
Osbon Capital Management LLC | 1 | 1 | 1.91% | 1.91% | 1.91% | Q2 2019 | Q2 2019 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
Buttonwood Financial Group, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2023 | Q1 2023 | 1 |
Evercore Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WESPAC Advisors SoCal, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Clarkston Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Truadvice, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q4 2022 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2021 | Q1 2021 | 1 |
RE Dickinson Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
VALENTINE VENTURES LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2018 | Q4 2018 | 1 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q1 2021 | Q1 2021 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2014 | Q3 2014 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Eastover Investment Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
RUSSELL FRANK CO/ | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2013 | Q2 2013 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Nicholas Hoffman & Company, LLC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2016 | Q4 2016 | 1 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Three Bridge Wealth Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
DAVIDSON INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | 1 | 1 | 15.31% | 15.31% | 15.31% | Q4 2012 | Q4 2012 | 1 |
Centerpoint Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q3 2013 | Q3 2013 | 1 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
FARALLON CAPITAL MANAGEMENT LLC | 1 | 1 | 2.22% | 2.22% | 2.22% | Q3 2020 | Q3 2020 | 1 |
SJS Investment Consulting Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Objective Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
ABNER HERRMAN & BROCK LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WESTPORT RESOURCES MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2022 | Q4 2022 | 1 |
American Trust | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Orgel Wealth Management, LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2015 | Q4 2015 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Western Asset Management Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Derbend Asset Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2020 | Q1 2020 | 1 |
Americana Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Hartree Partners, LP | 1 | 1 | 0.67% | 0.67% | 0.67% | Q4 2019 | Q4 2019 | 1 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BEAM WEALTH ADVISORS, INC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Beck Bode, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ZACKS INVESTMENT MANAGEMENT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Jordan Park Group LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q3 2021 | Q3 2021 | 1 |
StoneX Group Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
TFG Advisers LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Delos Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2021 | Q2 2021 | 1 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
NSI Retail Advisors, LLC | 1 | 1 | 3.98% | 3.98% | 3.98% | Q2 2023 | Q2 2023 | 1 |
Family Capital Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Beacon Financial Advisory LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
PBMares Wealth Management LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Tactical Allocation Group LLC | 1 | 1 | 2.51% | 2.51% | 2.51% | Q2 2013 | Q2 2013 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Gallagher Fiduciary Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Aristides Capital LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2020 | Q1 2020 | 1 |
NORTHWEST WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Lake Hills Wealth Management, LLC | 1 | 1 | 2.44% | 2.44% | 2.44% | Q4 2021 | Q4 2021 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Passport Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2013 | Q3 2013 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Curbstone Financial Management Corp | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2014 | Q1 2014 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
Algebris (UK) Ltd | 1 | 1 | 8.79% | 8.79% | 8.79% | Q1 2021 | Q1 2021 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 1.27% | 1.27% | 1.27% | Q2 2017 | Q2 2017 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
ALLSTATE CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
HT Partners LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2015 | Q2 2015 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.