Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.19% | 0.76% | Q1 2012 | Q3 2023 | 135 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.10% | 0.43% | Q2 2013 | Q3 2023 | 124 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.41% | 3.67% | Q2 2013 | Q3 2023 | 122 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.49% | 4.04% | Q2 2013 | Q3 2023 | 118 |
Parallax Volatility Advisers, L.P. | 41 | 41 | 0.00% | 0.35% | 2.18% | Q3 2013 | Q3 2023 | 117 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.10% | 0.67% | Q2 2013 | Q3 2023 | 114 |
UBS Group AG | 36 | 36 | 0.00% | 0.16% | 1.06% | Q4 2014 | Q3 2023 | 107 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.07% | 0.31% | Q2 2013 | Q3 2023 | 103 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.55% | 2.49% | Q1 2014 | Q3 2023 | 102 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.05% | 0.86% | Q2 2013 | Q3 2023 | 100 |
HAP Trading, LLC | 42 | 42 | 0.00% | 0.46% | 5.80% | Q2 2013 | Q3 2023 | 99 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.08% | 0.27% | Q2 2013 | Q3 2023 | 99 |
Jefferies Group LLC | 38 | 38 | 0.00% | 0.55% | 4.92% | Q2 2013 | Q3 2022 | 94 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.26% | 1.63% | Q2 2013 | Q3 2023 | 94 |
NOMURA HOLDINGS INC | 44 | 44 | 0.00% | 0.77% | 7.16% | Q4 2012 | Q3 2023 | 93 |
CREDIT SUISSE AG/ | 43 | 43 | 0.01% | 0.20% | 1.58% | Q1 2013 | Q3 2023 | 92 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.17% | 2.92% | Q4 2015 | Q3 2023 | 91 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.07% | 1.16% | Q2 2013 | Q3 2023 | 89 |
HSBC HOLDINGS PLC | 46 | 46 | 0.00% | 0.04% | 0.22% | Q2 2012 | Q3 2023 | 88 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.15% | 1.12% | Q2 2013 | Q3 2023 | 84 |
MILLENNIUM MANAGEMENT LLC | 33 | 8 | 0.00% | 0.10% | 0.77% | Q2 2013 | Q3 2023 | 82 |
Citadel Advisors | 29 | 1 | 0.00% | 0.23% | 1.05% | Q1 2014 | Q3 2023 | 81 |
HUNTINGTON NATIONAL BANK | 58 | 58 | 0.00% | 0.10% | 0.20% | Q2 2009 | Q3 2023 | 63 |
Creative Planning | 33 | 8 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 60 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 57 |
CAPSTONE INVESTMENT ADVISORS, LLC | 31 | 3 | 0.00% | 0.85% | 6.16% | Q2 2013 | Q3 2023 | 57 |
Laurion Capital Management LP | 15 | 1 | 0.00% | 2.71% | 18.26% | Q4 2014 | Q3 2023 | 57 |
Paloma Partners Management Co | 16 | 2 | 0.00% | 0.78% | 8.52% | Q3 2014 | Q3 2023 | 56 |
BANK HAPOALIM BM | 35 | 35 | 0.01% | 0.07% | 0.45% | Q4 2013 | Q2 2022 | 53 |
ALLIANCEBERNSTEIN L.P. | 17 | 1 | 0.00% | 0.02% | 0.14% | Q3 2013 | Q3 2023 | 52 |
Rehmann Capital Advisory Group | 35 | 15 | 0.00% | 0.69% | 1.68% | Q4 2010 | Q3 2023 | 50 |
MARSHALL WACE, LLP | 22 | 22 | 0.00% | 0.20% | 1.00% | Q2 2018 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.01% | 0.02% | Q4 2010 | Q3 2022 | 48 |
First Horizon Advisors, Inc. | 47 | 47 | 0.01% | 0.55% | 2.66% | Q1 2012 | Q3 2023 | 47 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 47 |
1832 Asset Management L.P. | 36 | 4 | 0.00% | 0.16% | 0.73% | Q2 2013 | Q3 2023 | 46 |
PRELUDE CAPITAL MANAGEMENT, LLC | 21 | 1 | 0.01% | 0.65% | 4.89% | Q1 2013 | Q3 2023 | 46 |
UBS OCONNOR LLC | 14 | 1 | 0.00% | 0.06% | 0.39% | Q2 2013 | Q3 2023 | 45 |
Bank of New York Mellon Corp | 43 | 43 | 0.00% | 0.01% | 0.05% | Q1 2013 | Q3 2023 | 45 |
Ionic Capital Management LLC | 21 | 21 | 0.00% | 3.33% | 34.08% | Q3 2014 | Q3 2019 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.03% | 0.17% | 0.49% | Q4 2012 | Q3 2023 | 44 |
Capital Analysts, LLC | 44 | 44 | 0.00% | 1.08% | 2.45% | Q4 2012 | Q3 2023 | 44 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.15% | 0.70% | Q2 2016 | Q2 2023 | 44 |
FMR LLC | 38 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 44 |
BlueCrest Capital Management Ltd | 18 | 1 | 0.01% | 1.80% | 6.51% | Q4 2015 | Q3 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.03% | 1.57% | 3.47% | Q1 2013 | Q3 2023 | 43 |
Mirae Asset Global Investments Co., Ltd. | 31 | 1 | 0.01% | 0.14% | 0.86% | Q3 2011 | Q3 2023 | 43 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 0.07% | 0.27% | 0.55% | Q1 2013 | Q3 2023 | 43 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.42% | 2.60% | Q2 2013 | Q3 2023 | 43 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.11% | 0.46% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisors LLC | 42 | 42 | 0.00% | 0.14% | 0.43% | Q2 2013 | Q3 2023 | 43 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.04% | 0.26% | Q2 2013 | Q3 2023 | 43 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.29% | 1.55% | Q2 2013 | Q3 2023 | 43 |
WEBSTER BANK, N. A. | 42 | 42 | 0.05% | 0.23% | 0.49% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.04% | 0.15% | 0.30% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.13% | 0.30% | 0.87% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.01% | 0.09% | 0.24% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.08% | 0.23% | 0.46% | Q2 2013 | Q3 2023 | 42 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 42 | 42 | 0.03% | 0.35% | 0.65% | Q2 2013 | Q3 2023 | 42 |
Baker Avenue Asset Management, LP | 42 | 42 | 0.01% | 0.60% | 0.96% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
Twele Capital Management, Inc. | 42 | 42 | 2.57% | 4.24% | 7.12% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.08% | 0.65% | 1.39% | Q2 2013 | Q3 2023 | 42 |
Rafferty Asset Management, LLC | 42 | 42 | 0.00% | 1.34% | 8.68% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.16% | 0.92% | Q2 2013 | Q3 2023 | 42 |
Valmark Advisers, Inc. | 42 | 42 | 0.06% | 2.20% | 4.28% | Q2 2013 | Q3 2023 | 42 |
Raymond James Financial Services Advisors, Inc. | 42 | 42 | 0.03% | 0.12% | 0.58% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.01% | 0.15% | 0.37% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 0.04% | 0.22% | Q2 2013 | Q3 2023 | 42 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q3 2023 | 42 |
HANCOCK WHITNEY CORP | 42 | 42 | 0.04% | 0.13% | 0.59% | Q2 2013 | Q3 2023 | 42 |
Daiwa Securities Group Inc. | 42 | 42 | 0.01% | 0.15% | 0.74% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 42 | 42 | 0.02% | 0.44% | 3.51% | Q2 2013 | Q3 2023 | 42 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 0.06% | 0.20% | 0.38% | Q2 2013 | Q3 2023 | 42 |
Stelac Advisory Services LLC | 28 | 1 | 0.04% | 0.30% | 0.89% | Q4 2012 | Q3 2023 | 42 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.02% | 0.41% | 1.42% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.01% | 0.06% | 0.34% | Q2 2013 | Q3 2023 | 42 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 42 | 42 | 0.04% | 0.36% | 1.68% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.03% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Prospera Financial Services Inc | 42 | 42 | 0.03% | 0.34% | 1.07% | Q2 2013 | Q3 2023 | 42 |
Efficient Advisors, LLC | 42 | 42 | 0.04% | 0.23% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Gradient Investments LLC | 42 | 42 | 0.00% | 0.04% | 0.92% | Q2 2013 | Q3 2023 | 42 |
Windsor Capital Management, LLC | 42 | 42 | 0.07% | 0.30% | 0.71% | Q2 2013 | Q3 2023 | 42 |
VICUS CAPITAL | 42 | 42 | 0.03% | 0.44% | 3.10% | Q2 2013 | Q3 2023 | 42 |
SignalPoint Asset Management, LLC | 42 | 42 | 0.60% | 1.54% | 3.57% | Q2 2013 | Q3 2023 | 42 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.19% | 0.48% | Q4 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.26% | 0.44% | Q2 2013 | Q3 2023 | 42 |
NOESIS CAPITAL MANGEMENT CORP | 42 | 42 | 0.15% | 0.39% | 0.78% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.18% | 0.43% | Q2 2013 | Q3 2023 | 42 |
BOSTON RESEARCH & MANAGEMENT INC | 42 | 42 | 0.57% | 0.99% | 1.78% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
NEW ENGLAND ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.15% | 0.59% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.01% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.08% | 0.22% | 0.37% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.09% | 0.38% | 1.53% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 31 | 10 | 0.00% | 0.13% | 0.78% | Q2 2013 | Q3 2023 | 41 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q4 2023 | 41 |
Atria Investments, Inc | 27 | 14 | 0.02% | 0.32% | 0.76% | Q2 2013 | Q3 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.02% | 0.07% | 0.15% | Q3 2013 | Q3 2023 | 41 |
Ameritas Investment Partners, Inc. | 39 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.01% | 1.67% | 4.36% | Q3 2013 | Q3 2023 | 41 |
CAPTRUST FINANCIAL ADVISORS | 29 | 12 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.00% | 0.02% | 0.21% | Q2 2013 | Q3 2023 | 41 |
Kepos Capital LP | 39 | 2 | 0.05% | 5.87% | 24.92% | Q2 2013 | Q3 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.03% | 1.12% | 2.94% | Q3 2013 | Q4 2023 | 41 |
Courage Miller Partners, LLC | 41 | 41 | 0.20% | 0.32% | 0.53% | Q2 2013 | Q2 2023 | 41 |
M&T BANK CORP | 26 | 15 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 41 |
1ST SOURCE BANK | 41 | 41 | 0.02% | 0.15% | 0.34% | Q3 2013 | Q3 2023 | 41 |
BRIGHTON JONES LLC | 27 | 14 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q3 2023 | 41 |
WHITTIER TRUST CO OF NEVADA INC | 31 | 10 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 41 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 2 | 0.08% | 0.31% | 0.71% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.05% | 0.32% | Q3 2013 | Q3 2023 | 41 |
Haverford Trust Co | 40 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 41 |
WASHINGTON TRUST Co | 26 | 15 | 0.02% | 0.06% | 0.44% | Q2 2013 | Q3 2023 | 41 |
FineMark National Bank & Trust | 25 | 16 | 0.03% | 0.10% | 0.31% | Q2 2013 | Q3 2023 | 41 |
Cranbrook Wealth Management, LLC | 40 | 40 | 1.16% | 1.60% | 2.30% | Q4 2013 | Q3 2023 | 40 |
Avalon Investment & Advisory | 40 | 40 | 0.20% | 0.51% | 1.06% | Q2 2013 | Q1 2023 | 40 |
BEACON FINANCIAL GROUP | 37 | 3 | 0.14% | 0.63% | 1.57% | Q3 2013 | Q3 2023 | 40 |
Dynamic Advisor Solutions LLC | 33 | 6 | 0.02% | 0.43% | 0.96% | Q4 2013 | Q3 2023 | 40 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 0.05% | 0.48% | Q2 2015 | Q3 2023 | 40 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 40 | 40 | 0.07% | 1.49% | 2.78% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.00% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q3 2023 | 40 |
Blue Fin Capital, Inc. | 40 | 40 | 1.76% | 3.52% | 5.68% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.02% | 0.04% | 0.10% | Q4 2013 | Q3 2023 | 40 |
ALLSTATE CORP | 36 | 4 | 0.26% | 5.75% | 15.28% | Q3 2013 | Q3 2023 | 40 |
COMMERCE BANK | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Financial Architects, Inc | 36 | 4 | 0.04% | 0.09% | 0.28% | Q2 2013 | Q2 2023 | 40 |
DAVENPORT & Co LLC | 40 | 40 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q1 2023 | 40 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 4 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q3 2023 | 40 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 40 | 40 | 0.04% | 0.13% | 0.40% | Q4 2013 | Q3 2023 | 40 |
TD ASSET MANAGEMENT INC | 39 | 39 | 0.01% | 0.37% | 2.17% | Q2 2013 | Q4 2022 | 39 |
AE Wealth Management LLC | 28 | 28 | 0.00% | 0.25% | 2.80% | Q4 2016 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 25 | 14 | 0.02% | 1.07% | 12.42% | Q4 2013 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 39 |
Capital Investment Advisors, LLC | 39 | 39 | 0.03% | 1.00% | 4.43% | Q2 2014 | Q4 2023 | 39 |
Advisory Services Network, LLC | 27 | 12 | 0.02% | 0.19% | 0.95% | Q4 2013 | Q3 2023 | 39 |
WOLVERINE ASSET MANAGEMENT LLC | 16 | 1 | 0.00% | 0.14% | 1.24% | Q2 2014 | Q4 2021 | 39 |
DEUTSCHE BANK AG\ | 24 | 6 | 0.00% | 0.07% | 0.41% | Q3 2013 | Q3 2023 | 39 |
SG Americas Securities, LLC | 37 | 1 | 0.00% | 0.53% | 2.83% | Q2 2013 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 1.60% | 2.00% | 2.45% | Q2 2013 | Q4 2022 | 39 |
Cypress Capital Group | 39 | 39 | 0.04% | 0.14% | 0.23% | Q2 2013 | Q4 2022 | 39 |
Fiera Capital Corp | 37 | 2 | 0.00% | 0.05% | 0.18% | Q3 2013 | Q3 2023 | 39 |
Clark Capital Management Group, Inc. | 36 | 1 | 0.01% | 4.83% | 21.04% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.13% | 0.25% | 0.46% | Q1 2014 | Q3 2023 | 39 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.35% | 3.55% | Q4 2013 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.04% | 0.12% | 0.42% | Q2 2013 | Q4 2022 | 39 |
HM PAYSON & CO | 23 | 7 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 38 |
CIBC Private Wealth Group, LLC | 25 | 13 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 38 |
Ashfield Capital Partners, LLC | 38 | 38 | 0.03% | 0.12% | 0.36% | Q2 2013 | Q3 2022 | 38 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.13% | 1.00% | 4.74% | Q4 2019 | Q3 2023 | 38 |
GOFEN & GLOSSBERG LLC /IL/ | 38 | 38 | 0.01% | 0.07% | 0.13% | Q2 2013 | Q3 2022 | 38 |
BLAIR WILLIAM & CO/IL | 30 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 38 |
Hirtle Callaghan & Co LLC | 32 | 6 | 0.01% | 0.08% | 0.20% | Q3 2013 | Q3 2023 | 38 |
Regal Investment Advisors LLC | 20 | 1 | 0.03% | 0.18% | 0.34% | Q2 2013 | Q3 2023 | 38 |
WELLINGTON MANAGEMENT GROUP LLP | 24 | 6 | 0.00% | 0.01% | 0.09% | Q2 2013 | Q3 2023 | 37 |
NWAM LLC | 27 | 10 | 0.01% | 0.35% | 1.57% | Q2 2012 | Q2 2023 | 37 |
AMERICAN CENTURY COMPANIES INC | 19 | 6 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 37 |
PRUDENTIAL PLC | 16 | 10 | 0.00% | 0.22% | 1.63% | Q2 2013 | Q3 2023 | 37 |
CWM, LLC | 24 | 5 | 0.00% | 0.07% | 0.26% | Q3 2013 | Q3 2023 | 37 |
Allianz Asset Management GmbH | 29 | 1 | 0.00% | 0.03% | 0.45% | Q2 2013 | Q3 2023 | 36 |
STERLING INVESTMENT ADVISORS LLC /ADV | 36 | 36 | 2.15% | 3.14% | 3.71% | Q4 2014 | Q3 2023 | 36 |
Saba Capital Management, L.P. | 18 | 1 | 0.02% | 6.22% | 33.21% | Q3 2013 | Q1 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.01% | 0.18% | 0.66% | Q4 2014 | Q3 2023 | 36 |
MEEDER ASSET MANAGEMENT INC | 36 | 36 | 0.00% | 0.97% | 4.32% | Q2 2013 | Q1 2022 | 36 |
Neumann Capital Management, LLC | 36 | 36 | 1.18% | 2.84% | 3.80% | Q4 2014 | Q3 2023 | 36 |
Dana Investment Advisors, Inc. | 13 | 1 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 36 |
State of New Jersey Common Pension Fund D | 31 | 5 | 0.00% | 0.15% | 0.53% | Q2 2014 | Q3 2023 | 36 |
MARINER INVESTMENT GROUP LLC | 8 | 1 | 0.00% | 1.65% | 28.23% | Q3 2014 | Q1 2023 | 36 |
KWMG, LLC | 36 | 36 | 0.70% | 1.71% | 2.25% | Q4 2014 | Q3 2023 | 36 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.00% | 0.05% | 0.15% | Q4 2014 | Q3 2023 | 36 |
GUGGENHEIM CAPITAL LLC | 20 | 1 | 0.00% | 0.47% | 5.24% | Q2 2013 | Q2 2023 | 36 |
Stratos Wealth Partners, LTD. | 36 | 36 | 0.05% | 0.14% | 0.29% | Q4 2014 | Q3 2023 | 36 |
Brinker Capital Investments, LLC | 27 | 1 | 0.02% | 0.45% | 1.69% | Q2 2013 | Q4 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.03% | 0.59% | 1.01% | Q4 2014 | Q3 2023 | 36 |
COLONY GROUP LLC | 19 | 5 | 0.01% | 0.12% | 0.71% | Q4 2013 | Q3 2023 | 36 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.11% | 0.49% | Q4 2015 | Q3 2023 | 36 |
Mariner, LLC | 36 | 36 | 0.01% | 0.08% | 0.32% | Q4 2014 | Q3 2023 | 36 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 36 | 36 | 0.00% | 0.12% | 1.97% | Q1 2014 | Q4 2022 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.29% | 0.67% | 1.38% | Q4 2014 | Q3 2023 | 36 |
Occidental Asset Management, LLC | 22 | 14 | 0.15% | 1.57% | 3.54% | Q1 2014 | Q3 2023 | 36 |
Nan Shan Life Insurance Co., Ltd. | 35 | 35 | 1.70% | 6.17% | 18.03% | Q1 2015 | Q3 2023 | 35 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 28 | 7 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q1 2022 | 35 |
FDx Advisors, Inc. | 35 | 35 | 0.01% | 1.11% | 3.84% | Q2 2013 | Q4 2021 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q4 2021 | 35 |
Traynor Capital Management, Inc. | 21 | 14 | 0.07% | 0.87% | 3.16% | Q4 2014 | Q3 2023 | 35 |
CLEAR INVESTMENT RESEARCH, LLC | 35 | 35 | 1.10% | 8.03% | 14.58% | Q1 2015 | Q3 2023 | 35 |
Sandy Spring Bank | 15 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 35 |
Voya Financial Advisors, Inc. | 35 | 35 | 0.36% | 5.02% | 12.05% | Q1 2015 | Q3 2023 | 35 |
TCI Wealth Advisors, Inc. | 19 | 16 | 0.00% | 0.03% | 0.19% | Q4 2012 | Q4 2021 | 35 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.03% | 0.08% | Q2 2015 | Q3 2023 | 34 |
Towercrest Capital Management | 19 | 15 | 2.64% | 4.71% | 8.88% | Q4 2014 | Q3 2023 | 34 |
First Heartland Consultants, Inc. | 32 | 2 | 0.01% | 0.15% | 0.77% | Q2 2013 | Q4 2021 | 34 |
Hanlon Investment Management, Inc. | 17 | 2 | 0.05% | 10.11% | 32.39% | Q3 2013 | Q3 2023 | 34 |
THRIVENT FINANCIAL FOR LUTHERANS | 32 | 2 | 0.00% | 0.06% | 0.91% | Q4 2014 | Q3 2023 | 34 |
COLDSTREAM CAPITAL MANAGEMENT INC | 27 | 3 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 34 |
Point72 Asset Management, L.P. | 9 | 1 | 0.00% | 0.10% | 0.71% | Q4 2014 | Q3 2023 | 34 |
HMS Capital Management, LLC | 14 | 3 | 0.02% | 1.51% | 3.69% | Q1 2017 | Q3 2023 | 34 |
REGIONS FINANCIAL CORP | 32 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 34 |
Man Group plc | 23 | 23 | 0.00% | 0.23% | 0.76% | Q1 2018 | Q3 2023 | 34 |
LINCOLN NATIONAL CORP | 21 | 6 | 0.01% | 0.03% | 0.16% | Q2 2014 | Q3 2023 | 34 |
Winfield Associates, Inc. | 34 | 34 | 0.29% | 0.79% | 1.84% | Q4 2013 | Q1 2022 | 34 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 19 | 15 | 0.01% | 0.18% | 0.76% | Q2 2013 | Q1 2022 | 34 |
Cordasco Financial Network | 21 | 12 | 0.05% | 0.15% | 0.63% | Q4 2013 | Q2 2022 | 33 |
Harbour Capital Advisors, LLC | 16 | 8 | 0.07% | 0.18% | 0.46% | Q3 2014 | Q1 2023 | 33 |
Employees Retirement System of Texas | 30 | 3 | 0.10% | 2.58% | 5.34% | Q2 2013 | Q4 2022 | 33 |
UBS ASSET MANAGEMENT AMERICAS INC | 32 | 32 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2021 | 33 |
AGF INVESTMENTS INC. | 29 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.22% | 0.51% | 2.53% | Q3 2015 | Q3 2023 | 33 |
CI INVESTMENTS INC. | 21 | 2 | 0.00% | 0.34% | 1.80% | Q4 2013 | Q3 2023 | 33 |
BALYASNY ASSET MANAGEMENT L.P. | 7 | 1 | 0.00% | 0.17% | 0.46% | Q2 2013 | Q3 2023 | 33 |
JANUS HENDERSON GROUP PLC | 13 | 9 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2022 | 33 |
Kovack Advisors, Inc. | 26 | 7 | 0.03% | 0.12% | 0.42% | Q4 2014 | Q3 2023 | 33 |
Simplicity Solutions, LLC | 28 | 1 | 0.01% | 1.00% | 5.94% | Q4 2014 | Q3 2023 | 33 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 12 | 1 | 0.00% | 0.06% | 0.39% | Q2 2013 | Q3 2023 | 33 |
Mitsubishi UFJ Trust & Banking Corp | 15 | 1 | 0.00% | 0.06% | 0.31% | Q2 2013 | Q3 2023 | 33 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 24 | 8 | 0.13% | 0.26% | 0.75% | Q4 2014 | Q4 2022 | 32 |
Endurance Wealth Management, Inc. | 27 | 5 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 32 |
Apollo Management Holdings, L.P. | 18 | 1 | 0.12% | 1.57% | 4.83% | Q4 2014 | Q3 2023 | 32 |
High Falls Advisors, Inc | 32 | 32 | 0.01% | 3.65% | 7.78% | Q4 2015 | Q3 2023 | 32 |
Brookstone Capital Management | 31 | 1 | 0.00% | 0.56% | 1.48% | Q2 2015 | Q3 2023 | 32 |
Mandatum Life Insurance Co Ltd | 32 | 32 | 0.06% | 0.27% | 0.80% | Q4 2015 | Q3 2023 | 32 |
CIBC Asset Management Inc | 30 | 1 | 0.00% | 0.11% | 0.44% | Q4 2015 | Q3 2023 | 32 |
Lido Advisors, LLC | 29 | 1 | 0.01% | 0.05% | 0.28% | Q1 2016 | Q3 2023 | 32 |
Morningstar Investment Services LLC | 32 | 32 | 0.02% | 0.35% | 0.57% | Q3 2014 | Q2 2022 | 32 |
CENTRAL BANK & TRUST CO | 32 | 32 | 0.00% | 1.73% | 2.92% | Q4 2015 | Q3 2023 | 32 |
Gemmer Asset Management LLC | 32 | 32 | 0.00% | 0.87% | 2.63% | Q2 2014 | Q1 2022 | 32 |
Berkeley Capital Partners, LLC | 32 | 32 | 0.12% | 0.28% | 1.69% | Q4 2015 | Q3 2023 | 32 |
UMB Bank, n.a. | 32 | 32 | 0.01% | 0.03% | 0.07% | Q4 2015 | Q3 2023 | 32 |
CAPE COD FIVE CENTS SAVINGS BANK | 23 | 9 | 0.05% | 0.79% | 2.28% | Q3 2013 | Q3 2022 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.08% | 0.29% | 0.84% | Q4 2015 | Q3 2023 | 32 |
SALEM INVESTMENT COUNSELORS INC | 18 | 13 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 31 |
Concorde Asset Management, LLC | 21 | 1 | 0.12% | 1.59% | 9.88% | Q4 2014 | Q3 2023 | 31 |
CHATHAM CAPITAL GROUP, INC. | 31 | 31 | 0.13% | 2.36% | 4.04% | Q4 2015 | Q2 2023 | 31 |
Veritable, L.P. | 30 | 1 | 0.01% | 0.03% | 0.04% | Q4 2012 | Q2 2023 | 31 |
CONNING INC. | 19 | 1 | 0.00% | 0.52% | 1.52% | Q1 2016 | Q3 2023 | 31 |
HBK Sorce Advisory LLC | 30 | 30 | 0.01% | 0.06% | 0.17% | Q2 2016 | Q3 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.08% | 0.28% | 0.60% | Q1 2016 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.05% | 0.16% | 0.47% | Q1 2016 | Q3 2023 | 31 |
FAS Wealth Partners, Inc. | 30 | 1 | 0.02% | 0.21% | 0.41% | Q3 2014 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.99% | 2.86% | Q2 2013 | Q3 2023 | 31 |
LVZ, Inc. | 22 | 9 | 0.12% | 2.22% | 8.90% | Q4 2013 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.02% | 0.47% | 1.36% | Q2 2014 | Q4 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.05% | 0.17% | 0.35% | Q4 2015 | Q3 2023 | 31 |
CLEAR STREET MARKETS LLC | 9 | 1 | 0.00% | 0.78% | 7.71% | Q4 2013 | Q2 2023 | 31 |
Carroll Financial Associates, Inc. | 31 | 31 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2021 | 31 |
PRUDENTIAL FINANCIAL INC | 22 | 9 | 0.00% | 0.18% | 1.46% | Q2 2013 | Q3 2023 | 31 |
Dakota Wealth Management | 31 | 31 | 0.04% | 1.74% | 5.06% | Q4 2014 | Q2 2022 | 31 |
FC Advisory LLC | 31 | 31 | 3.07% | 3.60% | 4.06% | Q1 2015 | Q3 2022 | 31 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.89% | 8.65% | Q3 2014 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 0.66% | 1.17% | 2.36% | Q2 2013 | Q3 2020 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.13% | 0.47% | 1.17% | Q2 2013 | Q3 2020 | 30 |
Bluefin Trading, LLC | 9 | 1 | 0.00% | 0.90% | 6.92% | Q3 2013 | Q2 2020 | 30 |
Snowden Capital Advisors LLC | 22 | 8 | 0.04% | 0.30% | 0.54% | Q1 2016 | Q3 2023 | 30 |
Allen Capital Group, LLC | 19 | 19 | 0.00% | 0.32% | 1.73% | Q1 2018 | Q3 2022 | 30 |
TORONTO DOMINION BANK | 9 | 1 | 0.00% | 0.06% | 0.57% | Q3 2013 | Q2 2023 | 30 |
People's United Financial, Inc. | 17 | 13 | 0.00% | 0.13% | 0.45% | Q2 2013 | Q1 2022 | 30 |
Boltwood Capital Management | 27 | 1 | 0.15% | 0.57% | 1.48% | Q4 2015 | Q4 2023 | 30 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 12 | 4 | 0.04% | 0.94% | 4.15% | Q2 2014 | Q3 2022 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.24% | 1.02% | 2.76% | Q2 2016 | Q3 2023 | 30 |
Centiva Capital, LP | 13 | 2 | 0.08% | 2.14% | 8.20% | Q3 2018 | Q3 2023 | 30 |
Alley Co LLC | 29 | 29 | 0.57% | 2.01% | 3.72% | Q4 2014 | Q4 2021 | 29 |
Capital Advisors, Ltd. LLC | 19 | 10 | 0.01% | 0.06% | 0.14% | Q4 2015 | Q1 2023 | 29 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 24 | 1 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2022 | 29 |
EXANE DERIVATIVES | 13 | 3 | 0.00% | 0.02% | 0.12% | Q4 2014 | Q2 2022 | 29 |
NOMURA ASSET MANAGEMENT CO LTD | 29 | 29 | 0.00% | 0.04% | 0.20% | Q3 2016 | Q3 2023 | 29 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.01% | 0.20% | 0.56% | Q4 2016 | Q3 2023 | 29 |
Regal Wealth Group, Inc. | 29 | 29 | 0.21% | 2.83% | 5.28% | Q4 2015 | Q4 2022 | 29 |
FIRST AMERICAN TRUST, FSB | 28 | 28 | 0.08% | 0.27% | 0.46% | Q2 2013 | Q1 2020 | 28 |
IndexIQ Advisors LLC | 27 | 1 | 0.00% | 0.65% | 2.07% | Q2 2013 | Q1 2022 | 28 |
Probity Advisors, Inc. | 18 | 2 | 0.81% | 1.57% | 3.04% | Q2 2016 | Q3 2023 | 28 |
Norway Savings Bank | 28 | 28 | 1.55% | 1.84% | 2.20% | Q4 2016 | Q3 2023 | 28 |
NewEdge Advisors, LLC | 26 | 2 | 0.01% | 0.08% | 0.35% | Q2 2015 | Q3 2023 | 28 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.01% | 0.08% | 0.18% | Q2 2013 | Q3 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.12% | 0.22% | 0.30% | Q2 2013 | Q1 2020 | 28 |
ProShare Advisors LLC | 24 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2020 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 0.47% | 1.37% | Q2 2013 | Q4 2016 | 28 |
Kingsview Wealth Management, LLC | 19 | 6 | 0.00% | 0.15% | 0.41% | Q2 2017 | Q3 2023 | 28 |
KAYS FINANCIAL ADVISORY CORP /ADV | 28 | 28 | 0.03% | 0.11% | 0.24% | Q4 2013 | Q3 2020 | 28 |
USCA RIA LLC | 14 | 5 | 0.01% | 0.18% | 0.80% | Q2 2013 | Q2 2021 | 28 |
EAGLE ASSET MANAGEMENT INC | 19 | 4 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q4 2021 | 28 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 28 | 28 | 0.59% | 2.30% | 7.10% | Q4 2016 | Q3 2023 | 28 |
Good Life Advisors, LLC | 28 | 28 | 0.04% | 0.43% | 1.79% | Q4 2016 | Q3 2023 | 28 |
Squarepoint Ops LLC | 9 | 2 | 0.01% | 0.39% | 1.93% | Q3 2016 | Q2 2023 | 28 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 28 | 28 | 2.26% | 2.91% | 3.45% | Q2 2013 | Q1 2020 | 28 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 26 | 2 | 0.02% | 1.00% | 2.15% | Q3 2013 | Q3 2021 | 28 |
MOTCO | 21 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 28 |
Laffer Tengler Investments, Inc. | 28 | 28 | 0.04% | 0.10% | 0.21% | Q2 2013 | Q1 2020 | 28 |
Spot Trading L.L.C | 8 | 5 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q4 2016 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.09% | 0.39% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.04% | 0.06% | 0.12% | Q4 2016 | Q3 2023 | 28 |
EP Wealth Advisors, LLC | 11 | 2 | 0.00% | 0.11% | 0.35% | Q3 2013 | Q4 2022 | 28 |
Napier Park Global Capital (US) LP | 10 | 1 | 0.06% | 13.93% | 87.75% | Q1 2015 | Q2 2022 | 28 |
K2 PRINCIPAL FUND, L.P. | 16 | 2 | 0.03% | 0.86% | 2.80% | Q1 2015 | Q2 2023 | 27 |
Banco Santander, S.A. | 27 | 27 | 0.00% | 0.04% | 0.25% | Q1 2017 | Q3 2023 | 27 |
ASPIRIANT, LLC | 17 | 1 | 0.03% | 0.08% | 0.24% | Q4 2014 | Q1 2022 | 27 |
AEGON USA Investment Management, LLC | 19 | 2 | 0.06% | 1.06% | 3.08% | Q2 2013 | Q3 2023 | 27 |
MACKENZIE FINANCIAL CORP | 6 | 1 | 0.00% | 0.18% | 1.19% | Q2 2013 | Q3 2023 | 27 |
WADE G W & INC | 27 | 27 | 0.07% | 0.30% | 0.74% | Q1 2017 | Q3 2023 | 27 |
Stratford Consulting, LLC | 16 | 11 | 0.03% | 0.43% | 1.78% | Q2 2013 | Q1 2020 | 27 |
Harel Insurance Investments & Financial Services Ltd. | 17 | 10 | 0.00% | 0.03% | 0.62% | Q1 2016 | Q3 2023 | 27 |
BerganKDV Wealth Management, LLC | 26 | 1 | 0.00% | 0.42% | 0.80% | Q1 2016 | Q1 2023 | 27 |
Tower Research Capital LLC (TRC) | 13 | 2 | 0.00% | 0.03% | 0.17% | Q2 2016 | Q3 2023 | 27 |
MASSMUTUAL TRUST CO FSB/ADV | 25 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q4 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.02% | 0.17% | 0.58% | Q4 2016 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 26 | 1 | 0.13% | 0.32% | 0.52% | Q4 2016 | Q3 2023 | 27 |
FIRST INTERSTATE BANK | 10 | 2 | 0.04% | 0.12% | 0.25% | Q4 2015 | Q3 2023 | 27 |
RPg Family Wealth Advisory, LLC | 17 | 3 | 0.04% | 0.21% | 0.45% | Q4 2015 | Q4 2022 | 27 |
Arrow Investment Advisors, LLC | 7 | 1 | 0.33% | 3.72% | 22.32% | Q1 2014 | Q3 2023 | 27 |
Wunderlich Capital Managemnt | 20 | 3 | 0.03% | 1.12% | 1.53% | Q4 2013 | Q3 2023 | 27 |
Tortoise Investment Management, LLC | 23 | 1 | 0.00% | 1.59% | 8.19% | Q4 2012 | Q3 2023 | 27 |
M Holdings Securities, Inc. | 22 | 1 | 0.02% | 0.25% | 0.72% | Q4 2013 | Q1 2023 | 27 |
Waverly Advisors, LLC | 20 | 1 | 0.01% | 0.09% | 0.48% | Q3 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.12% | 0.81% | 1.89% | Q2 2013 | Q4 2019 | 27 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 13 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 27 |
BALDWIN BROTHERS LLC/MA | 27 | 27 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q1 2023 | 27 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 0.17% | 0.31% | 0.62% | Q4 2016 | Q1 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.07% | 0.21% | Q2 2013 | Q3 2019 | 26 |
AUA CAPITAL MANAGEMENT, LLC | 26 | 26 | 0.34% | 0.77% | 2.38% | Q2 2017 | Q3 2023 | 26 |
IHT Wealth Management, LLC | 20 | 6 | 0.00% | 0.07% | 0.33% | Q4 2016 | Q3 2023 | 26 |
North Star Investment Management Corp. | 17 | 9 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 26 |
Summit Rock Advisors, LP | 23 | 3 | 1.69% | 17.20% | 51.70% | Q2 2013 | Q4 2020 | 26 |
WASHINGTON TRUST BANK | 15 | 1 | 0.00% | 0.92% | 6.68% | Q3 2013 | Q3 2023 | 26 |
Allworth Financial LP | 20 | 6 | 0.00% | 0.01% | 0.07% | Q1 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.12% | 0.23% | 0.51% | Q2 2013 | Q3 2019 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.02% | 0.12% | 0.63% | Q2 2017 | Q3 2023 | 26 |
SEI INVESTMENTS CO | 25 | 1 | 0.02% | 0.28% | 0.84% | Q4 2014 | Q3 2023 | 26 |
ENTERPRISE FINANCIAL SERVICES CORP | 17 | 9 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2021 | 26 |
Marquette Asset Management, LLC | 26 | 26 | 0.08% | 0.26% | 1.25% | Q2 2013 | Q3 2019 | 26 |
Bridgewater Associates | 16 | 10 | 0.00% | 0.91% | 2.75% | Q2 2016 | Q3 2023 | 26 |
AXA S.A. | 26 | 26 | 0.01% | 0.04% | 0.05% | Q2 2013 | Q3 2019 | 26 |
Aveo Capital Partners, LLC | 14 | 1 | 0.03% | 1.36% | 5.80% | Q4 2016 | Q3 2023 | 26 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 25 | 0.03% | 0.22% | 0.39% | Q2 2013 | Q2 2019 | 25 |
Lee Financial Co | 24 | 1 | 0.00% | 0.22% | 1.27% | Q4 2016 | Q3 2023 | 25 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 19 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 25 |
Dorsey Wright & Associates | 8 | 1 | 0.02% | 0.18% | 0.30% | Q4 2013 | Q3 2023 | 25 |
JAMES INVESTMENT RESEARCH INC | 12 | 3 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2021 | 25 |
D. E. Shaw & Co., Inc. | 10 | 1 | 0.00% | 0.14% | 0.39% | Q4 2014 | Q2 2023 | 25 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 16 | 2 | 0.01% | 0.10% | 0.62% | Q2 2013 | Q1 2020 | 25 |
AllSquare Wealth Management LLC | 25 | 25 | 0.01% | 0.03% | 0.15% | Q3 2017 | Q3 2023 | 25 |
Armor Investment Advisors, LLC | 18 | 7 | 0.02% | 0.18% | 0.52% | Q4 2016 | Q3 2023 | 25 |
NEW SOUTH CAPITAL MANAGEMENT INC | 25 | 25 | 0.03% | 0.05% | 0.09% | Q2 2013 | Q2 2019 | 25 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 15 | 3 | 0.00% | 0.03% | 0.10% | Q4 2014 | Q2 2023 | 25 |
TRUE Private Wealth Advisors | 24 | 1 | 0.00% | 0.17% | 0.38% | Q4 2015 | Q1 2023 | 25 |
STEPHENS INC /AR/ | 22 | 3 | 0.01% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 25 |
FormulaFolio Investments, LLC | 22 | 3 | 0.00% | 6.55% | 15.82% | Q4 2014 | Q2 2021 | 25 |
TOMPKINS FINANCIAL CORP | 9 | 1 | 0.01% | 0.18% | 0.31% | Q2 2013 | Q4 2021 | 24 |
Sowell Financial Services LLC | 10 | 2 | 0.08% | 0.75% | 2.96% | Q4 2016 | Q3 2023 | 24 |
FIRST FOUNDATION ADVISORS | 11 | 1 | 0.01% | 0.17% | 1.36% | Q4 2014 | Q1 2023 | 24 |
TRUST CO OF VERMONT | 20 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 24 |
NBT BANK N A /NY | 21 | 3 | 0.04% | 0.23% | 0.38% | Q2 2013 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q1 2019 | 24 |
TOEWS CORP /ADV | 7 | 1 | 0.67% | 25.55% | 48.66% | Q4 2010 | Q2 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.11% | 0.73% | 1.95% | Q4 2017 | Q3 2023 | 24 |
Kalos Management, Inc. | 12 | 1 | 0.02% | 0.32% | 0.94% | Q4 2015 | Q1 2023 | 24 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.00% | 1.12% | 7.40% | Q2 2013 | Q3 2023 | 24 |
Advisors Preferred, LLC | 6 | 1 | 0.35% | 1.00% | 3.41% | Q4 2013 | Q4 2021 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.01% | 0.02% | 0.07% | Q4 2017 | Q3 2023 | 24 |
JD CAPITAL MANAGEMENT LLC | 12 | 12 | 0.69% | 18.70% | 38.73% | Q1 2017 | Q4 2019 | 24 |
State of Tennessee, Treasury Department | 24 | 24 | 0.00% | 0.23% | 0.88% | Q4 2017 | Q3 2023 | 24 |
LifePlan Financial Group, Inc | 24 | 24 | 0.24% | 1.29% | 3.48% | Q4 2014 | Q3 2020 | 24 |
WEALTHSOURCE PARTNERS, LLC | 16 | 8 | 0.02% | 0.64% | 1.63% | Q1 2016 | Q3 2022 | 24 |
NATIXIS | 14 | 1 | 0.00% | 0.03% | 0.10% | Q2 2016 | Q3 2023 | 24 |
WealthShield Partners, LLC | 24 | 24 | 0.04% | 0.25% | 1.94% | Q4 2017 | Q3 2023 | 24 |
Horizon Investments, LLC | 16 | 1 | 0.00% | 0.23% | 1.22% | Q1 2015 | Q3 2023 | 24 |
Shamrock Asset Management LLC | 22 | 2 | 0.01% | 0.26% | 1.28% | Q2 2013 | Q3 2019 | 24 |
RWA WEALTH PARTNERS, LLC | 22 | 2 | 0.02% | 1.43% | 3.05% | Q4 2016 | Q3 2023 | 24 |
Kistler-Tiffany Companies, LLC | 22 | 2 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q2 2023 | 24 |
B.S. Pension Fund Trustee Ltd acting for the British Steel Pension Fund | 14 | 10 | 0.53% | 0.63% | 0.77% | Q1 2012 | Q1 2018 | 24 |
Eldridge Investment Advisors, Inc. | 24 | 24 | 0.10% | 0.20% | 0.40% | Q4 2017 | Q3 2023 | 24 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 24 | 24 | 0.01% | 0.32% | 1.55% | Q4 2017 | Q3 2023 | 24 |
Patriot Financial Group Insurance Agency, LLC | 24 | 24 | 0.01% | 0.08% | 0.22% | Q4 2016 | Q3 2022 | 24 |
CNB Bank | 24 | 24 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.04% | 0.08% | 0.20% | Q4 2017 | Q3 2023 | 24 |
RMB Capital Management, LLC | 12 | 1 | 0.00% | 0.32% | 1.18% | Q2 2015 | Q1 2023 | 24 |
Prime Capital Investment Advisors, LLC | 24 | 24 | 0.02% | 0.36% | 1.57% | Q4 2017 | Q3 2023 | 24 |
SYM FINANCIAL Corp | 24 | 24 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.15% | 0.19% | 0.29% | Q4 2017 | Q3 2023 | 24 |
Towerpoint Wealth, LLC | 24 | 24 | 0.33% | 4.14% | 5.99% | Q4 2017 | Q3 2023 | 24 |
Maryland Capital Management | 14 | 3 | 0.02% | 0.23% | 0.85% | Q2 2013 | Q3 2022 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 24 |
Financial Advisors Network, Inc. | 17 | 1 | 2.26% | 2.80% | 3.62% | Q4 2016 | Q3 2023 | 24 |
Flaharty Asset Management, LLC | 23 | 1 | 0.00% | 0.24% | 1.65% | Q1 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.01% | 0.03% | 0.09% | Q4 2017 | Q3 2023 | 24 |
Ifrah Financial Services, Inc. | 13 | 11 | 0.33% | 0.88% | 1.47% | Q2 2013 | Q4 2019 | 24 |
SMITH, MOORE & CO. | 24 | 24 | 0.03% | 0.07% | 0.10% | Q2 2016 | Q1 2022 | 24 |
BRIGADE CAPITAL MANAGEMENT, LP | 5 | 1 | 0.11% | 10.32% | 40.79% | Q4 2015 | Q3 2023 | 24 |
Brown Advisory Securities, LLC | 22 | 2 | 0.05% | 0.27% | 0.84% | Q2 2013 | Q2 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.06% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Financial Advocates Investment Management | 24 | 24 | 0.02% | 0.31% | 0.55% | Q4 2017 | Q3 2023 | 24 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 11 | 4 | 0.01% | 0.19% | 1.20% | Q2 2013 | Q4 2020 | 24 |
PALLADIUM PARTNERS LLC | 13 | 1 | 0.02% | 0.12% | 0.28% | Q2 2013 | Q1 2020 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 0.94% | 1.28% | 1.62% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q3 2023 | 24 |
ROPES WEALTH ADVISORS LLC | 24 | 24 | 0.00% | 0.03% | 0.07% | Q1 2015 | Q4 2020 | 24 |
Hilltop Holdings Inc. | 16 | 1 | 0.02% | 0.93% | 3.48% | Q2 2013 | Q3 2023 | 23 |
CHOREO, LLC | 15 | 3 | 0.03% | 0.07% | 0.18% | Q3 2014 | Q3 2023 | 23 |
King Wealth Management Group | 23 | 23 | 0.10% | 0.32% | 0.62% | Q2 2013 | Q4 2018 | 23 |
Donoghue Forlines LLC | 14 | 4 | 0.28% | 1.46% | 4.27% | Q3 2017 | Q3 2023 | 23 |
BOKF, NA | 15 | 3 | 0.00% | 0.13% | 0.24% | Q3 2017 | Q3 2023 | 23 |
BANK OF NOVA SCOTIA | 16 | 1 | 0.00% | 0.12% | 0.84% | Q1 2013 | Q3 2023 | 23 |
Sage Advisory Services, Ltd.Co. | 12 | 1 | 0.03% | 1.36% | 6.78% | Q2 2013 | Q4 2021 | 23 |
Betterment LLC | 21 | 2 | 0.00% | 0.03% | 0.06% | Q3 2017 | Q3 2023 | 23 |
Csenge Advisory Group | 17 | 1 | 0.05% | 0.91% | 1.77% | Q3 2017 | Q3 2023 | 23 |
Money Design Co.,Ltd. | 20 | 3 | 0.00% | 1.47% | 6.03% | Q3 2017 | Q3 2023 | 23 |
Summit X, LLC | 15 | 2 | 0.05% | 0.30% | 2.07% | Q2 2017 | Q2 2023 | 23 |
VICTORY CAPITAL MANAGEMENT INC | 16 | 7 | 0.00% | 0.04% | 0.16% | Q4 2014 | Q2 2023 | 23 |
Crabel Capital Management, LLC | 14 | 9 | 0.37% | 3.46% | 6.36% | Q4 2017 | Q3 2023 | 23 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.32% | 2.26% | 9.59% | Q1 2016 | Q1 2023 | 23 |
Slow Capital, Inc. | 18 | 5 | 0.04% | 0.42% | 0.86% | Q4 2017 | Q3 2023 | 23 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 8 | 0.00% | 1.81% | 4.42% | Q2 2013 | Q1 2019 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.19% | 1.48% | 2.87% | Q1 2018 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.01% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Sargent Bickham Lagudis LLC | 23 | 23 | 0.00% | 0.03% | 0.23% | Q2 2017 | Q4 2022 | 23 |
CENTAURUS FINANCIAL, INC. | 22 | 22 | 0.00% | 0.14% | 0.31% | Q4 2017 | Q1 2023 | 23 |
MAKENA CAPITAL MANAGEMENT LLC | 19 | 4 | 0.33% | 2.35% | 8.67% | Q1 2014 | Q3 2020 | 23 |
COMERICA SECURITIES INC | 23 | 23 | 0.12% | 1.20% | 3.66% | Q2 2013 | Q4 2018 | 23 |
Belpointe Asset Management LLC | 18 | 2 | 0.01% | 0.13% | 0.44% | Q3 2017 | Q3 2023 | 23 |
Winning Points Advisors, LLC | 23 | 23 | 0.31% | 5.87% | 11.05% | Q4 2016 | Q2 2022 | 23 |
PEOPLES BANK /OH | 12 | 11 | 0.28% | 0.69% | 1.11% | Q4 2015 | Q3 2023 | 23 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 23 | 23 | 0.00% | 0.03% | 0.23% | Q4 2016 | Q2 2022 | 23 |
Sterling Investment Advisors, Ltd. | 23 | 23 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2022 | 23 |
Litman Gregory Wealth Management LLC | 18 | 2 | 0.01% | 0.43% | 1.19% | Q3 2017 | Q3 2023 | 23 |
Leonetti & Associates, LLC | 23 | 23 | 0.36% | 3.59% | 4.31% | Q2 2013 | Q4 2018 | 23 |
Pinion Investment Advisors, LLC | 23 | 23 | 0.19% | 0.74% | 1.41% | Q1 2018 | Q3 2023 | 23 |
Nuveen Asset Management, LLC | 10 | 2 | 0.00% | 0.31% | 2.19% | Q4 2014 | Q3 2023 | 22 |
Sequoia Financial Advisors, LLC | 11 | 11 | 0.01% | 0.12% | 0.35% | Q4 2013 | Q4 2022 | 22 |
Ancora Advisors LLC | 15 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 22 |
Johnson Financial Group, Inc. | 21 | 1 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q3 2022 | 22 |
Crewe Advisors LLC | 22 | 22 | 0.01% | 0.08% | 0.48% | Q4 2017 | Q1 2023 | 22 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 18 | 4 | 0.03% | 0.14% | 0.36% | Q4 2017 | Q3 2023 | 22 |
RiverGlades Family Offices LLC | 14 | 4 | 0.46% | 0.85% | 1.25% | Q4 2017 | Q3 2023 | 22 |
Partnervest Advisory Services LLC | 17 | 5 | 0.08% | 0.70% | 1.98% | Q2 2013 | Q1 2020 | 22 |
BTS Asset Management, Inc. | 5 | 1 | 1.31% | 40.42% | 62.29% | Q3 2013 | Q3 2023 | 22 |
Ellenbecker Investment Group | 22 | 22 | 0.30% | 0.48% | 0.56% | Q2 2018 | Q3 2023 | 22 |
Bain Capital Credit, LP | 6 | 1 | 0.52% | 11.88% | 52.95% | Q3 2014 | Q3 2023 | 22 |
FOUNDERS FINANCIAL SECURITIES LLC | 21 | 1 | 0.08% | 0.67% | 1.27% | Q4 2016 | Q4 2022 | 22 |
BANQUE PICTET & CIE SA | 20 | 2 | 0.00% | 0.06% | 0.53% | Q4 2013 | Q4 2021 | 22 |
Mutual Advisors, LLC | 18 | 4 | 0.03% | 0.22% | 0.68% | Q4 2017 | Q3 2023 | 22 |
CIDEL ASSET MANAGEMENT INC | 21 | 21 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q1 2020 | 22 |
Visionary Asset Management, Inc. | 22 | 22 | 0.20% | 4.58% | 7.03% | Q2 2013 | Q3 2018 | 22 |
Horizon Investment Services, LLC | 17 | 5 | 0.09% | 0.16% | 0.24% | Q1 2016 | Q4 2021 | 22 |
Personal Capital Advisors Corp | 18 | 1 | 0.00% | 0.02% | 0.22% | Q4 2015 | Q4 2022 | 22 |
BOOTHBAY FUND MANAGEMENT, LLC | 11 | 1 | 0.01% | 0.15% | 0.46% | Q2 2016 | Q3 2023 | 22 |
MISSION WEALTH MANAGEMENT, LP | 20 | 2 | 0.01% | 0.06% | 0.13% | Q1 2017 | Q3 2022 | 22 |
Greytown Advisors Inc. | 19 | 3 | 0.10% | 0.27% | 0.37% | Q1 2018 | Q3 2023 | 22 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q4 2016 | 22 |
GERMAN AMERICAN BANCORP, INC. | 22 | 22 | 0.79% | 2.36% | 2.95% | Q2 2018 | Q3 2023 | 22 |
CARLSON CAPITAL L P | 12 | 1 | 0.01% | 0.13% | 0.56% | Q4 2014 | Q3 2023 | 22 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.14% | 0.27% | 0.81% | Q3 2015 | Q3 2023 | 22 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 22 |
SHAPIRO CAPITAL MANAGEMENT LLC | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2018 | 22 |
Winslow, Evans & Crocker, Inc. | 8 | 1 | 0.00% | 0.02% | 0.09% | Q4 2013 | Q4 2020 | 22 |
Compagnie Lombard Odier SCmA | 19 | 2 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q1 2020 | 21 |
Itau Unibanco Holding S.A. | 9 | 4 | 0.00% | 0.22% | 0.48% | Q3 2016 | Q3 2023 | 21 |
Sumitomo Mitsui Trust Holdings, Inc. | 15 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2023 | 21 |
Pinnacle Family Advisors, LLC | 13 | 8 | 0.19% | 0.61% | 1.70% | Q4 2016 | Q1 2022 | 21 |
LOOMIS SAYLES & CO L P | 14 | 1 | 0.00% | 0.02% | 0.16% | Q3 2013 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.08% | 0.25% | 0.46% | Q3 2018 | Q3 2023 | 21 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 0.13% | 1.71% | 3.64% | Q2 2018 | Q3 2023 | 21 |
FIRST NATIONAL TRUST CO | 9 | 2 | 0.01% | 0.06% | 0.12% | Q3 2014 | Q2 2022 | 21 |
AFT, FORSYTH & COMPANY, INC. | 19 | 2 | 0.17% | 0.90% | 3.53% | Q2 2013 | Q2 2022 | 21 |
Foundations Investment Advisors, LLC | 21 | 21 | 0.02% | 0.65% | 4.82% | Q3 2018 | Q3 2023 | 21 |
Burleson & Company, LLC | 21 | 21 | 0.09% | 0.36% | 0.72% | Q4 2017 | Q4 2022 | 21 |
Bach Option Ltd | 12 | 1 | 0.18% | 1.54% | 4.80% | Q4 2015 | Q4 2019 | 21 |
HL FINANCIAL SERVICES LLC | 9 | 5 | 0.01% | 0.04% | 0.20% | Q2 2013 | Q1 2019 | 21 |
Virtus Investment Advisers, Inc. | 5 | 1 | 0.05% | 20.78% | 96.63% | Q3 2013 | Q3 2023 | 21 |
Mascoma Wealth Management LLC | 11 | 10 | 0.00% | 0.90% | 2.54% | Q4 2016 | Q1 2023 | 21 |
Clearstead Advisors, LLC | 14 | 2 | 0.00% | 0.06% | 0.11% | Q4 2016 | Q3 2023 | 21 |
COUNTRY TRUST BANK | 16 | 1 | 0.00% | 0.19% | 0.34% | Q2 2016 | Q4 2023 | 21 |
Koshinski Asset Management, Inc. | 8 | 2 | 0.03% | 0.15% | 0.45% | Q4 2016 | Q3 2023 | 21 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.01% | 0.02% | 0.05% | Q2 2016 | Q3 2023 | 21 |
WRAPMANAGER INC | 18 | 3 | 0.19% | 0.66% | 1.12% | Q3 2012 | Q1 2020 | 21 |
SigFig Wealth Management, LLC | 14 | 7 | 0.02% | 0.84% | 3.40% | Q4 2017 | Q3 2023 | 21 |
Pacific Center for Financial Services | 21 | 21 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2021 | 21 |
BREMER TRUST NATIONAL ASSOCIATION | 21 | 21 | 0.10% | 0.38% | 0.65% | Q4 2013 | Q4 2018 | 21 |
JANICZEK WEALTH MANAGEMENT, LLC | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2023 | 20 |
PROTECTIVE LIFE CORP | 20 | 20 | 8.21% | 10.64% | 12.93% | Q3 2018 | Q2 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.03% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Baystate Wealth Management LLC | 6 | 1 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q4 2022 | 20 |
Forefront Analytics, LLC | 18 | 2 | 0.12% | 0.87% | 1.73% | Q4 2017 | Q1 2023 | 20 |
Beirne Wealth Consulting Services, LLC | 20 | 20 | 0.47% | 3.33% | 5.23% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.02% | 0.20% | 0.48% | Q1 2016 | Q4 2020 | 20 |
Elm Partners Management LLC | 20 | 20 | 0.06% | 0.19% | 0.54% | Q4 2018 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 1.17% | 1.98% | 2.50% | Q4 2018 | Q3 2023 | 20 |
Insight Wealth Strategies, LLC | 20 | 20 | 0.39% | 2.85% | 4.86% | Q4 2018 | Q3 2023 | 20 |
Integrated Wealth Concepts LLC | 20 | 20 | 0.04% | 0.24% | 0.76% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.95% | 2.22% | Q1 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q2 2022 | 20 |
American Portfolios Advisors | 20 | 20 | 0.12% | 0.32% | 0.68% | Q4 2017 | Q3 2022 | 20 |
RiverFront Investment Group, LLC | 19 | 1 | 0.09% | 1.87% | 4.43% | Q4 2009 | Q4 2022 | 20 |
Psagot Value Holdings Ltd. | 14 | 6 | 0.00% | 0.59% | 2.99% | Q2 2013 | Q3 2021 | 20 |
Providence Capital Advisors, LLC | 16 | 4 | 0.00% | 0.66% | 0.97% | Q4 2017 | Q3 2023 | 20 |
American Financial Advisors, LLC | 20 | 20 | 0.13% | 0.65% | 2.09% | Q4 2018 | Q3 2023 | 20 |
Ballentine Partners, LLC | 11 | 9 | 0.01% | 0.05% | 0.12% | Q2 2017 | Q3 2023 | 20 |
MILES CAPITAL, INC. | 17 | 3 | 0.11% | 10.29% | 18.55% | Q4 2014 | Q1 2020 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 0.07% | 0.14% | 0.23% | Q4 2018 | Q3 2023 | 20 |
Fieldpoint Private Securities, LLC | 20 | 20 | 0.01% | 0.21% | 0.80% | Q3 2017 | Q2 2022 | 20 |
THOMASPARTNERS, INC. | 20 | 20 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q1 2018 | 20 |
Omega Financial Group, LLC | 20 | 20 | 2.29% | 3.00% | 3.49% | Q4 2018 | Q3 2023 | 20 |
VOYA INVESTMENT MANAGEMENT LLC | 20 | 20 | 0.01% | 0.23% | 0.76% | Q2 2013 | Q1 2018 | 20 |
Polaris Wealth Advisory Group, LLC | 5 | 1 | 0.00% | 1.96% | 8.80% | Q2 2013 | Q3 2023 | 20 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 20 | 20 | 0.02% | 0.09% | 0.12% | Q2 2017 | Q1 2022 | 20 |
BDO Wealth Advisors, LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 20 |
WEST PACES ADVISORS INC. | 15 | 5 | 0.01% | 0.05% | 0.20% | Q4 2016 | Q3 2023 | 20 |
PRINCIPAL FINANCIAL GROUP INC | 11 | 1 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q3 2023 | 20 |
EATON VANCE MANAGEMENT | 10 | 1 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q4 2021 | 20 |
Tolleson Wealth Management, Inc. | 20 | 20 | 0.14% | 1.36% | 7.58% | Q4 2018 | Q3 2023 | 20 |
WEST CHESTER CAPITAL ADVISORS, INC | 6 | 1 | 0.22% | 0.52% | 1.09% | Q2 2013 | Q1 2022 | 20 |
Hudock, Inc. | 19 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q1 2021 | 20 |
Trust Co | 14 | 1 | 0.00% | 0.57% | 2.69% | Q1 2015 | Q3 2023 | 20 |
CAXTON ASSOCIATES LP | 5 | 1 | 0.00% | 3.10% | 12.84% | Q2 2013 | Q4 2022 | 20 |
KMG FIDUCIARY PARTNERS, LLC | 20 | 20 | 0.23% | 1.51% | 2.55% | Q4 2018 | Q3 2023 | 20 |
INTEGRAL DERIVATIVES, LLC | 10 | 1 | 0.01% | 0.09% | 0.31% | Q3 2014 | Q1 2018 | 20 |
Bogart Wealth, LLC | 13 | 1 | 0.00% | 0.01% | 0.16% | Q3 2017 | Q4 2022 | 20 |
Sheaff Brock Investment Advisors, LLC | 20 | 20 | 0.03% | 0.07% | 0.11% | Q4 2015 | Q3 2020 | 20 |
Riggs Asset Managment Co. Inc. | 8 | 1 | 0.00% | 0.32% | 1.94% | Q4 2013 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.67% | 2.96% | Q4 2018 | Q3 2023 | 20 |
One Capital Management, LLC | 9 | 1 | 0.03% | 1.06% | 3.98% | Q1 2014 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.01% | 0.05% | 0.11% | Q4 2015 | Q3 2020 | 20 |
Grove Bank & Trust | 9 | 1 | 0.00% | 0.27% | 3.77% | Q4 2015 | Q3 2023 | 20 |
CSS LLC/IL | 4 | 1 | 0.01% | 0.08% | 0.18% | Q4 2014 | Q3 2023 | 20 |
Virtue Capital Management, LLC | 17 | 1 | 0.24% | 1.76% | 8.45% | Q4 2017 | Q3 2023 | 20 |
PINNACLE FINANCIAL PARTNERS INC | 13 | 3 | 0.02% | 0.08% | 0.15% | Q1 2017 | Q3 2023 | 20 |
PFG Advisors | 14 | 1 | 0.02% | 0.08% | 0.25% | Q4 2017 | Q3 2023 | 20 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 19 | 1 | 0.02% | 0.46% | 2.00% | Q3 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.13% | 0.57% | Q4 2018 | Q3 2023 | 20 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.26% | 0.60% | 1.33% | Q2 2013 | Q4 2017 | 19 |
Sanctuary Wealth Management, L.L.C. | 14 | 1 | 0.08% | 1.79% | 8.37% | Q1 2010 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.00% | 0.02% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Certified Advisory Corp | 11 | 8 | 0.13% | 0.81% | 1.43% | Q4 2017 | Q4 2022 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.06% | 0.14% | Q4 2017 | Q2 2022 | 19 |
ExodusPoint Capital Management, LP | 5 | 1 | 0.00% | 0.40% | 2.86% | Q1 2019 | Q3 2023 | 19 |
TOTH FINANCIAL ADVISORY CORP | 18 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 19 |
CAPITAL ADVISORS INC/OK | 19 | 19 | 0.09% | 0.33% | 0.82% | Q4 2016 | Q2 2021 | 19 |
PACIFIC FINANCIAL GROUP INC | 16 | 1 | 0.02% | 0.16% | 0.22% | Q3 2015 | Q3 2023 | 19 |
NTV ASSET MANAGEMENT LLC | 10 | 9 | 0.10% | 0.72% | 1.36% | Q2 2013 | Q2 2022 | 19 |
CITIZENS FINANCIAL GROUP INC/RI | 19 | 19 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 19 |
Serengeti Asset Management LP | 16 | 1 | 1.62% | 11.29% | 21.67% | Q1 2015 | Q2 2020 | 19 |
Busey Bank | 17 | 1 | 0.02% | 0.03% | 0.08% | Q4 2014 | Q3 2023 | 19 |
AGF Investments LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2022 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 0.24% | 0.56% | 4.04% | Q2 2013 | Q4 2017 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.34% | 0.82% | 1.42% | Q2 2013 | Q4 2017 | 19 |
Telos Capital Management, Inc. | 13 | 6 | 0.19% | 0.90% | 1.82% | Q2 2013 | Q3 2023 | 19 |
AOZORA BANK, LTD. | 7 | 1 | 3.49% | 15.15% | 40.60% | Q3 2013 | Q2 2022 | 19 |
Perigon Wealth Management, LLC | 8 | 1 | 0.02% | 0.16% | 0.59% | Q2 2016 | Q3 2023 | 19 |
Willingdon Wealth Management | 13 | 6 | 0.01% | 0.85% | 1.61% | Q4 2013 | Q1 2020 | 19 |
SRS Capital Advisors, Inc. | 10 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Vantage Investment Advisors, LLC | 17 | 2 | 0.00% | 0.03% | 0.09% | Q4 2013 | Q3 2018 | 19 |
Wealthstar Advisors, LLC | 10 | 9 | 5.80% | 10.39% | 14.36% | Q1 2018 | Q3 2023 | 19 |
IPG Investment Advisors LLC | 8 | 1 | 0.05% | 0.09% | 0.15% | Q1 2017 | Q3 2023 | 19 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 10 | 1 | 0.05% | 1.41% | 7.07% | Q1 2015 | Q3 2021 | 19 |
Newfound Research LLC | 19 | 19 | 0.01% | 2.96% | 7.16% | Q4 2015 | Q2 2020 | 19 |
Renaissance Technologies | 9 | 2 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.02% | 0.09% | Q1 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.05% | 0.12% | 0.30% | Q1 2019 | Q3 2023 | 19 |
Enterprise Bank & Trust Co | 19 | 19 | 0.19% | 0.89% | 1.67% | Q1 2019 | Q3 2023 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 1.56% | 3.77% | 4.76% | Q4 2018 | Q2 2023 | 19 |
WealthOne, LLC | 19 | 19 | 0.10% | 0.50% | 1.08% | Q4 2018 | Q2 2023 | 19 |
Varma Mutual Pension Insurance Co | 18 | 1 | 0.52% | 2.02% | 3.55% | Q4 2017 | Q3 2023 | 19 |
TIAA, FSB | 19 | 19 | 0.00% | 0.66% | 1.81% | Q2 2017 | Q4 2021 | 19 |
FEDERATED HERMES, INC. | 5 | 1 | 0.00% | 0.04% | 0.44% | Q1 2015 | Q4 2022 | 19 |
Elo Mutual Pension Insurance Co | 18 | 18 | 0.00% | 2.37% | 4.24% | Q2 2019 | Q3 2023 | 18 |
HOWE & RUSLING INC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q3 2023 | 18 |
EMG Holdings, L.P. | 9 | 9 | 0.03% | 7.65% | 37.81% | Q3 2021 | Q3 2023 | 18 |
GREAT LAKES ADVISORS, LLC | 18 | 18 | 0.01% | 0.14% | 0.34% | Q1 2014 | Q2 2018 | 18 |
PineBridge Investments, L.P. | 13 | 2 | 0.06% | 0.22% | 0.88% | Q3 2017 | Q3 2023 | 18 |
COMERICA SECURITIES,INC. | 17 | 1 | 0.02% | 0.17% | 0.31% | Q1 2019 | Q3 2023 | 18 |
Muzinich & Co., Inc. | 7 | 1 | 0.02% | 2.81% | 15.71% | Q2 2016 | Q4 2020 | 18 |
COWEN AND COMPANY, LLC | 6 | 1 | 0.00% | 3.20% | 18.22% | Q3 2019 | Q3 2022 | 18 |
Rampart Investment Management Company, LLC | 11 | 1 | 0.02% | 0.24% | 1.35% | Q1 2015 | Q3 2020 | 18 |
Cornerstone Wealth Management, LLC | 16 | 1 | 0.02% | 0.09% | 0.19% | Q3 2016 | Q3 2023 | 18 |
MANNING & NAPIER ADVISORS LLC | 18 | 18 | 0.06% | 0.11% | 0.46% | Q2 2013 | Q3 2017 | 18 |
Alliance Wealth Management Group | 18 | 18 | 0.63% | 0.95% | 1.38% | Q1 2019 | Q2 2023 | 18 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2016 | 18 |
MGO ONE SEVEN LLC | 14 | 1 | 0.01% | 0.16% | 0.45% | Q4 2017 | Q2 2023 | 18 |
Paradigm Financial Partners, LLC | 17 | 1 | 0.10% | 1.14% | 2.99% | Q1 2019 | Q3 2023 | 18 |
THOMPSON DAVIS & CO., INC. | 18 | 18 | 0.00% | 0.03% | 0.41% | Q4 2013 | Q1 2018 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.01% | 0.06% | 0.11% | Q2 2019 | Q3 2023 | 18 |
WADDELL & REED FINANCIAL INC | 18 | 18 | 0.03% | 0.07% | 0.10% | Q4 2016 | Q1 2021 | 18 |
SevenBridge Financial Group, LLC | 13 | 5 | 0.00% | 0.45% | 1.68% | Q2 2016 | Q3 2023 | 18 |
Almanack Investment Partners, LLC. | 10 | 1 | 0.00% | 0.68% | 5.04% | Q4 2016 | Q3 2022 | 18 |
Continuum Advisory, LLC | 10 | 8 | 0.10% | 0.36% | 0.99% | Q1 2017 | Q3 2023 | 18 |
Jackson Hole Capital Partners, LLC | 18 | 18 | 0.05% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
WealthPLAN Partners, LLC | 6 | 2 | 0.00% | 0.07% | 0.24% | Q2 2016 | Q3 2023 | 18 |
Gainplan LLC | 14 | 4 | 0.13% | 4.97% | 12.50% | Q2 2018 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.07% | 0.12% | 0.17% | Q1 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.08% | 0.16% | 0.31% | Q2 2013 | Q3 2017 | 18 |
TD Ameritrade Trust Co | 18 | 18 | 1.31% | 2.31% | 2.98% | Q2 2013 | Q3 2017 | 18 |
FIFTH THIRD SECURITIES, INC. | 8 | 1 | 0.47% | 1.35% | 2.87% | Q1 2016 | Q3 2023 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.76% | 0.96% | 1.26% | Q2 2013 | Q3 2017 | 18 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.13% | 0.18% | Q2 2013 | Q4 2016 | 17 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 13 | 4 | 0.05% | 0.39% | 0.83% | Q3 2017 | Q3 2023 | 17 |
Shilanski & Associates, Inc. | 13 | 4 | 0.20% | 1.91% | 3.37% | Q2 2019 | Q3 2023 | 17 |
Dai-ichi Life Insurance Company, Ltd | 5 | 4 | 0.01% | 2.77% | 9.68% | Q4 2016 | Q3 2023 | 17 |
Biltmore Family Office, LLC | 9 | 8 | 0.00% | 0.51% | 1.22% | Q4 2017 | Q2 2023 | 17 |
Pinnacle Advisory Group, Inc. | 17 | 17 | 0.02% | 0.06% | 0.09% | Q1 2017 | Q1 2021 | 17 |
RFG Advisory, LLC | 11 | 1 | 0.02% | 0.06% | 0.12% | Q4 2018 | Q3 2023 | 17 |
UBS AG | 6 | 6 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q3 2014 | 17 |
Calamos Advisors LLC | 16 | 1 | 0.00% | 0.04% | 0.17% | Q4 2016 | Q2 2021 | 17 |
Westside Investment Management, Inc. | 9 | 8 | 0.00% | 0.10% | 0.28% | Q4 2016 | Q1 2023 | 17 |
Concert Wealth Management Inc. | 17 | 17 | 0.05% | 0.15% | 0.43% | Q2 2013 | Q2 2017 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2017 | 17 |
BKS ADVISORS, LLC | 17 | 17 | 0.19% | 0.31% | 0.68% | Q1 2015 | Q1 2019 | 17 |
McAdam, LLC | 14 | 3 | 0.02% | 0.34% | 0.55% | Q1 2018 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2023 | 17 |
Barnett & Company, Inc. | 9 | 2 | 0.01% | 0.08% | 0.12% | Q2 2013 | Q4 2019 | 17 |
PFS INVESTMENTS INC. | 17 | 17 | 0.35% | 0.51% | 0.71% | Q4 2017 | Q4 2021 | 17 |
Avion Wealth | 17 | 17 | 0.02% | 0.13% | 0.75% | Q3 2019 | Q3 2023 | 17 |
FFT WEALTH MANAGEMENT LLC | 17 | 17 | 0.32% | 1.98% | 4.63% | Q4 2015 | Q4 2019 | 17 |
Verdence Capital Advisors LLC | 17 | 17 | 0.05% | 0.10% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Elwood & Goetz Wealth Advisory Group, LLC | 17 | 17 | 0.22% | 0.55% | 0.86% | Q3 2019 | Q3 2023 | 17 |
FLOW TRADERS U.S. LLC | 4 | 1 | 0.00% | 2.89% | 10.37% | Q4 2013 | Q2 2023 | 17 |
LGL PARTNERS, LLC | 17 | 17 | 0.09% | 0.80% | 1.73% | Q4 2015 | Q4 2019 | 17 |
CALTON & ASSOCIATES, INC. | 12 | 1 | 0.04% | 0.21% | 0.52% | Q4 2017 | Q3 2023 | 17 |
TWIN CAPITAL MANAGEMENT INC | 17 | 17 | 0.07% | 0.16% | 0.41% | Q2 2016 | Q2 2020 | 17 |
Alexandria Capital, LLC | 11 | 6 | 0.00% | 0.20% | 0.75% | Q2 2013 | Q3 2017 | 17 |
Integrated Advisors Network LLC | 16 | 16 | 0.01% | 0.18% | 0.34% | Q4 2019 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 17 |
Evercore Wealth Management, LLC | 12 | 5 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2017 | 17 |
Asset Management One Co., Ltd. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 17 |
STOCK YARDS BANK & TRUST CO | 12 | 5 | 0.03% | 0.12% | 0.27% | Q2 2016 | Q3 2023 | 17 |
NICOLET ADVISORY SERVICES, LLC | 17 | 17 | 0.17% | 0.80% | 1.17% | Q3 2019 | Q3 2023 | 17 |
Roundview Capital LLC | 14 | 1 | 0.03% | 0.37% | 1.86% | Q3 2014 | Q3 2023 | 17 |
WBI INVESTMENTS, LLC | 4 | 1 | 0.03% | 4.31% | 9.33% | Q3 2013 | Q4 2022 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 1 | 0.01% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 17 |
Independence Bank of Kentucky | 14 | 3 | 0.00% | 0.07% | 0.20% | Q1 2018 | Q3 2023 | 17 |
EFG Asset Management (Americas) Corp. | 8 | 1 | 0.03% | 0.08% | 0.29% | Q4 2013 | Q2 2022 | 17 |
Astor Investment Management LLC | 10 | 7 | 0.00% | 1.51% | 4.46% | Q1 2014 | Q1 2022 | 17 |
Midwest Professional Planners, LTD. | 6 | 3 | 0.04% | 1.20% | 2.23% | Q4 2017 | Q3 2023 | 17 |
WESBANCO BANK INC | 11 | 6 | 0.02% | 0.05% | 0.13% | Q2 2019 | Q3 2023 | 17 |
Natixis Investment Managers International | 13 | 4 | 0.26% | 0.43% | 0.70% | Q2 2013 | Q4 2017 | 17 |
MCF Advisors LLC | 7 | 3 | 0.00% | 0.01% | 0.07% | Q1 2017 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.04% | 0.06% | 0.14% | Q2 2013 | Q2 2017 | 17 |
Wilshire Advisors LLC | 17 | 17 | 0.75% | 3.03% | 7.73% | Q2 2016 | Q2 2020 | 17 |
RAND WEALTH, LLC | 12 | 5 | 0.03% | 1.09% | 2.94% | Q2 2014 | Q3 2018 | 17 |
BEACON TRUST CO | 17 | 17 | 0.06% | 0.52% | 1.20% | Q1 2013 | Q1 2017 | 17 |
BLB&B Advisors, LLC | 11 | 6 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.03% | 0.06% | 0.18% | Q2 2013 | Q2 2017 | 17 |
FIRST TRUST ADVISORS LP | 7 | 1 | 0.00% | 0.17% | 0.51% | Q2 2013 | Q2 2023 | 17 |
CPWM, LLC | 16 | 16 | 0.08% | 0.20% | 0.60% | Q4 2011 | Q3 2015 | 16 |
Alphadyne Asset Management LP | 3 | 1 | 0.10% | 16.61% | 88.11% | Q3 2014 | Q1 2023 | 16 |
CITIZENS & NORTHERN CORP | 13 | 3 | 0.16% | 0.23% | 0.31% | Q3 2019 | Q3 2023 | 16 |
J.Safra Asset Management Corp | 8 | 3 | 0.12% | 1.18% | 4.10% | Q4 2015 | Q3 2023 | 16 |
MainStreet Investment Advisors LLC | 16 | 16 | 0.14% | 0.52% | 1.45% | Q4 2019 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
QUATTRO FINANCIAL ADVISORS LLC | 7 | 2 | 0.02% | 2.36% | 4.57% | Q1 2017 | Q3 2022 | 16 |
Investors Research Corp | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Founders Capital Management | 13 | 3 | 0.01% | 0.33% | 1.91% | Q1 2017 | Q2 2021 | 16 |
TOWNSQUARE CAPITAL LLC | 7 | 2 | 0.02% | 0.20% | 0.44% | Q4 2018 | Q3 2023 | 16 |
Larson Financial Group LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Financial Partners Group, Inc | 10 | 1 | 0.10% | 2.47% | 5.86% | Q4 2017 | Q3 2023 | 16 |
Hunting Hill Global Capital, LLC | 7 | 1 | 0.14% | 5.59% | 35.90% | Q4 2018 | Q3 2023 | 16 |
Florin Court Capital LLP | 4 | 2 | 0.52% | 4.90% | 11.51% | Q1 2017 | Q2 2023 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 13 | 2 | 0.00% | 0.00% | 0.02% | Q4 2019 | Q3 2023 | 16 |
FLAGSHIP HARBOR ADVISORS, LLC | 11 | 1 | 0.01% | 0.03% | 0.13% | Q3 2017 | Q1 2022 | 16 |
Claret Asset Management Corp | 15 | 1 | 0.04% | 0.14% | 0.18% | Q4 2017 | Q2 2022 | 16 |
Efficient Market Advisors, LLC | 16 | 16 | 0.14% | 1.99% | 5.72% | Q2 2013 | Q1 2017 | 16 |
Guidance Point Advisors, LLC | 16 | 16 | 0.13% | 0.18% | 0.21% | Q4 2018 | Q3 2022 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 1 | 0.00% | 0.00% | 0.04% | Q4 2019 | Q3 2023 | 16 |
CX Institutional | 14 | 1 | 0.00% | 0.50% | 1.01% | Q3 2018 | Q3 2023 | 16 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 4 | 0.04% | 0.50% | 1.20% | Q3 2019 | Q3 2023 | 16 |
ELLIOTT MANAGEMENT CORP | 8 | 1 | 0.28% | 3.40% | 9.25% | Q4 2015 | Q4 2019 | 16 |
Strategic Family Wealth Counselors, L.L.C. | 16 | 16 | 0.14% | 0.27% | 0.61% | Q4 2018 | Q3 2022 | 16 |
RDA Financial Network | 14 | 2 | 0.09% | 0.12% | 0.18% | Q3 2019 | Q3 2023 | 16 |
UBP Investment Advisors SA | 16 | 16 | 0.24% | 0.72% | 1.68% | Q4 2017 | Q3 2021 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.02% | 0.12% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 1.69% | 1.99% | 2.22% | Q2 2013 | Q1 2017 | 16 |
Ranch Capital Advisors Inc. | 16 | 16 | 0.01% | 0.69% | 1.00% | Q4 2019 | Q3 2023 | 16 |
Glassman Wealth Services | 15 | 1 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q2 2021 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Lombard Odier Asset Management (USA) Corp | 8 | 1 | 2.39% | 6.27% | 11.88% | Q1 2017 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.05% | 0.24% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Hurlow Wealth Management Group, Inc. | 16 | 16 | 0.30% | 0.74% | 0.97% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.01% | 0.14% | 0.68% | Q4 2019 | Q3 2023 | 16 |
Summit Financial Wealth Advisors, LLC | 10 | 6 | 0.05% | 0.09% | 0.15% | Q2 2017 | Q4 2021 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.14% | 0.22% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Insight Wealth Partners, LLC | 16 | 16 | 0.49% | 2.31% | 4.44% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.02% | 0.25% | 0.41% | Q4 2019 | Q3 2023 | 16 |
WESTWOOD HOLDINGS GROUP INC | 14 | 1 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 16 |
MASON STREET ADVISORS, LLC | 7 | 2 | 0.05% | 1.09% | 7.25% | Q2 2013 | Q1 2022 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
DELPHI FINANCIAL GROUP, INC. | 4 | 1 | 0.22% | 3.34% | 9.46% | Q4 2013 | Q3 2023 | 16 |
Sovereign Investment Advisors, LLC | 16 | 16 | 0.26% | 0.32% | 0.46% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.09% | 0.20% | 0.37% | Q4 2019 | Q3 2023 | 16 |
STATE OF WISCONSIN INVESTMENT BOARD | 7 | 7 | 0.01% | 0.89% | 3.73% | Q3 2019 | Q3 2023 | 16 |
Risk Paradigm Group, LLC | 16 | 16 | 0.47% | 1.45% | 3.04% | Q1 2015 | Q4 2018 | 16 |
Strategic Value Partners, LLC | 7 | 1 | 0.90% | 17.55% | 57.93% | Q4 2017 | Q3 2023 | 16 |
ProVise Management Group, LLC | 13 | 1 | 0.03% | 0.12% | 0.23% | Q2 2013 | Q3 2023 | 16 |
Merriman Wealth Management, LLC | 7 | 1 | 0.24% | 0.92% | 1.66% | Q4 2016 | Q2 2023 | 15 |
Strategic Wealth Partners, Ltd. | 8 | 7 | 0.01% | 0.42% | 1.14% | Q4 2017 | Q1 2022 | 15 |
Financial Management Professionals, Inc. | 14 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q3 2023 | 15 |
West Branch Capital LLC | 12 | 3 | 0.15% | 0.19% | 0.29% | Q1 2018 | Q3 2023 | 15 |
AdvicePeriod, LLC | 15 | 15 | 0.03% | 0.13% | 0.44% | Q4 2017 | Q2 2021 | 15 |
Analyst IMS Investment Management Services Ltd. | 8 | 2 | 0.12% | 2.34% | 3.51% | Q4 2014 | Q4 2018 | 15 |
Emerson Wealth, LLC | 15 | 15 | 0.15% | 0.25% | 0.40% | Q4 2018 | Q2 2022 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 11 | 4 | 0.11% | 0.58% | 1.57% | Q4 2019 | Q3 2023 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
CreativeOne Wealth, LLC | 15 | 15 | 0.02% | 0.04% | 0.13% | Q1 2020 | Q3 2023 | 15 |
Column Capital Advisors, LLC | 11 | 4 | 0.01% | 0.03% | 0.15% | Q4 2019 | Q3 2023 | 15 |
Biondo Investment Advisors, LLC | 10 | 5 | 0.07% | 0.16% | 0.29% | Q2 2013 | Q4 2019 | 15 |
NewSquare Capital LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2022 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.08% | 0.19% | Q4 2019 | Q3 2023 | 15 |
Strategic Investment Advisors / MI | 13 | 1 | 1.20% | 1.91% | 2.26% | Q4 2018 | Q3 2023 | 15 |
Orion Portfolio Solutions, LLC | 10 | 4 | 0.01% | 0.08% | 0.44% | Q4 2019 | Q3 2023 | 15 |
BENJAMIN EDWARDS INC | 8 | 7 | 0.01% | 0.15% | 0.85% | Q1 2019 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.04% | 0.16% | 0.39% | Q1 2020 | Q3 2023 | 15 |
Moors & Cabot, Inc. | 8 | 1 | 0.02% | 0.04% | 0.13% | Q2 2014 | Q1 2022 | 15 |
BEAM WEALTH ADVISORS, INC. | 15 | 15 | 0.28% | 1.09% | 1.85% | Q1 2020 | Q3 2023 | 15 |
MACQUARIE GROUP LTD | 10 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 15 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 3 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2021 | 15 |
Royal Fund Management, LLC | 9 | 2 | 0.00% | 0.23% | 0.83% | Q4 2016 | Q1 2022 | 15 |
Arete Wealth Advisors, LLC | 6 | 4 | 0.02% | 0.09% | 0.25% | Q1 2019 | Q3 2023 | 15 |
Knighthead Capital Management, LLC | 10 | 1 | 1.63% | 12.94% | 46.52% | Q2 2015 | Q1 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.08% | 0.18% | 0.28% | Q4 2019 | Q2 2023 | 15 |
Brevan Howard Capital Management LP | 5 | 1 | 0.73% | 15.20% | 49.42% | Q1 2021 | Q3 2023 | 15 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 15 | 15 | 0.05% | 0.10% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Institute for Wealth Management, LLC. | 11 | 1 | 0.03% | 1.38% | 3.84% | Q2 2013 | Q4 2019 | 15 |
Balentine LLC | 12 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2019 | 15 |
BlackRock Fund Advisors | 15 | 15 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2016 | 15 |
MSD Partners, L.P. | 11 | 11 | 1.38% | 8.04% | 24.23% | Q3 2020 | Q1 2023 | 15 |
Epstein & White Financial LLC | 15 | 15 | 0.11% | 0.66% | 2.44% | Q4 2017 | Q2 2021 | 15 |
Ausdal Financial Partners, Inc. | 12 | 1 | 0.03% | 0.28% | 0.52% | Q4 2015 | Q4 2021 | 15 |
GREAT VALLEY ADVISOR GROUP, INC. | 11 | 2 | 0.02% | 0.24% | 1.16% | Q1 2019 | Q3 2023 | 15 |
HARVARD MANAGEMENT CO INC | 9 | 2 | 0.26% | 22.03% | 91.67% | Q3 2013 | Q3 2017 | 15 |
Lattice Strategies LLC | 15 | 15 | 0.51% | 1.19% | 1.86% | Q2 2013 | Q4 2016 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.13% | 0.33% | 0.71% | Q2 2013 | Q4 2016 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.08% | 0.25% | 0.44% | Q1 2020 | Q3 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.01% | 0.10% | 0.28% | Q2 2013 | Q4 2016 | 15 |
Aft, Forsyth & Sober, LLC | 15 | 15 | 1.12% | 3.29% | 5.80% | Q2 2013 | Q4 2016 | 15 |
DIMENSION CAPITAL MANAGEMENT LLC | 13 | 2 | 0.04% | 0.24% | 0.69% | Q4 2016 | Q2 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.19% | 0.77% | 1.24% | Q2 2016 | Q4 2019 | 15 |
ISLAY CAPITAL MANAGEMENT, LLC | 14 | 1 | 0.01% | 0.36% | 0.87% | Q4 2019 | Q3 2023 | 15 |
HBW ADVISORY SERVICES LLC | 11 | 1 | 0.00% | 0.08% | 0.32% | Q3 2019 | Q4 2022 | 15 |
Western Wealth Management, LLC | 6 | 4 | 0.01% | 0.04% | 0.07% | Q4 2018 | Q3 2022 | 14 |
Argentus Capital Management, LLC | 14 | 14 | 0.13% | 2.37% | 6.39% | Q2 2013 | Q3 2016 | 14 |
Jump Trading, LLC | 3 | 1 | 0.00% | 0.05% | 0.13% | Q3 2014 | Q2 2016 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 14 |
FIDUCIARY TRUST CO | 7 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q4 2022 | 14 |
Diversified Trust Co | 9 | 1 | 0.01% | 0.09% | 1.09% | Q2 2013 | Q4 2023 | 14 |
Icon Wealth Partners, LLC | 5 | 1 | 0.03% | 0.21% | 0.93% | Q4 2017 | Q3 2023 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Krilogy Financial LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q3 2015 | Q1 2023 | 14 |
Manifold Partners, LLC | 6 | 1 | 0.06% | 3.81% | 8.33% | Q2 2013 | Q4 2017 | 14 |
Joseph P. Lucia & Associates, LLC | 14 | 14 | 0.07% | 0.15% | 0.26% | Q1 2019 | Q2 2022 | 14 |
Blackstone Inc. | 3 | 1 | 0.00% | 0.40% | 2.16% | Q4 2014 | Q2 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 0.27% | 0.46% | 0.63% | Q2 2020 | Q3 2023 | 14 |
PICTET BANK & TRUST Ltd | 14 | 14 | 0.26% | 1.01% | 1.43% | Q4 2013 | Q1 2017 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 5.80% | 6.83% | 8.45% | Q2 2020 | Q3 2023 | 14 |
NAVELLIER & ASSOCIATES INC | 5 | 2 | 0.01% | 0.18% | 1.01% | Q3 2012 | Q4 2019 | 14 |
Stratos Wealth Advisors, LLC | 9 | 5 | 0.02% | 0.14% | 0.32% | Q1 2020 | Q3 2023 | 14 |
Braun-Bostich & Associates Inc. | 12 | 1 | 0.02% | 0.54% | 1.38% | Q4 2017 | Q1 2022 | 14 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 14 | 14 | 0.00% | 0.04% | 0.20% | Q2 2020 | Q3 2023 | 14 |
Pure Financial Advisors, LLC | 14 | 14 | 0.10% | 0.76% | 0.96% | Q3 2020 | Q4 2023 | 14 |
Avantax Planning Partners, Inc. | 6 | 2 | 0.01% | 0.04% | 0.08% | Q4 2016 | Q3 2023 | 14 |
Integrated Investment Consultants, LLC | 8 | 1 | 0.08% | 0.23% | 0.43% | Q4 2015 | Q1 2020 | 14 |
Mount Lucas Management LP | 10 | 4 | 0.07% | 0.46% | 0.93% | Q2 2016 | Q4 2019 | 14 |
Cedar Brook Financial Partners, LLC | 6 | 1 | 0.12% | 0.18% | 0.27% | Q4 2018 | Q2 2023 | 14 |
AMUNDI ASSET MANAGEMENT US, INC. | 13 | 1 | 0.00% | 0.02% | 0.18% | Q1 2016 | Q4 2019 | 14 |
Semmax Financial Advisors Inc. | 14 | 14 | 0.26% | 3.52% | 4.97% | Q4 2018 | Q1 2022 | 14 |
Covenant Partners, LLC | 6 | 1 | 0.07% | 0.62% | 2.83% | Q4 2018 | Q3 2023 | 14 |
SWS Partners | 5 | 1 | 0.14% | 0.24% | 0.38% | Q4 2017 | Q3 2023 | 14 |
LifePro Asset Management | 14 | 14 | 0.25% | 2.08% | 3.34% | Q2 2020 | Q3 2023 | 14 |
Claraphi Advisory Network, LLC | 14 | 14 | 0.11% | 0.15% | 0.25% | Q2 2019 | Q3 2022 | 14 |
J. L. Bainbridge & Co., Inc. | 14 | 14 | 0.03% | 0.04% | 0.04% | Q2 2018 | Q3 2021 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 14 |
Lenox Wealth Management, Inc. | 8 | 6 | 0.00% | 1.47% | 3.68% | Q4 2015 | Q2 2020 | 14 |
Redhawk Wealth Advisors, Inc. | 7 | 1 | 0.06% | 0.58% | 1.74% | Q3 2018 | Q3 2023 | 14 |
Personal Wealth Partners | 14 | 14 | 0.51% | 0.84% | 1.06% | Q4 2018 | Q1 2022 | 14 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 8 | 6 | 0.02% | 0.08% | 0.17% | Q3 2017 | Q1 2022 | 14 |
Braver Wealth Management, LLC | 10 | 4 | 0.30% | 1.09% | 1.95% | Q2 2013 | Q4 2016 | 14 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 14 | 14 | 0.08% | 0.21% | 0.48% | Q2 2020 | Q3 2023 | 14 |
NorthCoast Asset Management LLC | 14 | 14 | 0.33% | 1.11% | 1.89% | Q2 2018 | Q3 2021 | 14 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9 | 5 | 0.06% | 0.15% | 0.66% | Q1 2020 | Q3 2023 | 14 |
Miracle Mile Advisors, LLC | 13 | 1 | 0.02% | 0.09% | 0.17% | Q4 2017 | Q3 2023 | 14 |
Single Point Partners, LLC | 7 | 1 | 1.05% | 1.69% | 2.75% | Q4 2019 | Q3 2023 | 14 |
Ellis Investment Partners, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Cerity Partners LLC | 12 | 2 | 0.01% | 0.15% | 0.31% | Q1 2020 | Q3 2023 | 14 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.11% | 0.24% | 0.39% | Q4 2019 | Q3 2023 | 14 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 1 | 0.01% | 0.42% | 1.94% | Q1 2015 | Q3 2019 | 14 |
Pine River Capital Management L.P. | 4 | 1 | 0.08% | 3.18% | 12.85% | Q2 2013 | Q3 2017 | 14 |
Vectors Research Management, LLC | 14 | 14 | 0.02% | 1.41% | 2.90% | Q3 2018 | Q4 2021 | 14 |
First National Bank of South Miami | 14 | 14 | 0.01% | 0.05% | 0.07% | Q4 2018 | Q1 2022 | 14 |
Liberty Mutual Group Asset Management Inc. | 7 | 7 | 1.99% | 3.98% | 7.08% | Q4 2017 | Q3 2023 | 14 |
Alaska Permanent Fund Corp | 12 | 2 | 0.09% | 3.56% | 7.75% | Q1 2020 | Q3 2023 | 14 |
PointState Capital LP | 8 | 1 | 0.04% | 0.34% | 1.84% | Q4 2015 | Q4 2021 | 14 |
AMG National Trust Bank | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
BARINGS LLC | 11 | 3 | 0.02% | 0.33% | 0.81% | Q4 2018 | Q2 2022 | 14 |
CAPE ANN SAVINGS BANK | 14 | 14 | 0.51% | 0.79% | 1.35% | Q2 2013 | Q3 2016 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.39% | 0.52% | 0.60% | Q4 2017 | Q1 2021 | 14 |
TIEMANN INVESTMENT ADVISORS, LLC | 14 | 14 | 0.18% | 0.21% | 0.23% | Q3 2016 | Q4 2019 | 14 |
BlueSky Wealth Advisors, LLC | 14 | 14 | 2.44% | 2.79% | 3.20% | Q2 2020 | Q3 2023 | 14 |
ARGI Investment Services, LLC | 14 | 14 | 0.02% | 0.32% | 0.57% | Q2 2013 | Q3 2016 | 14 |
Valeo Financial Advisors, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2017 | Q1 2022 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.26% | 2.45% | 7.24% | Q1 2017 | Q2 2020 | 14 |
CHEMICAL BANK | 13 | 1 | 0.03% | 0.18% | 0.29% | Q4 2014 | Q2 2019 | 14 |
INTRUST BANK NA | 13 | 1 | 0.04% | 0.21% | 0.36% | Q4 2013 | Q3 2023 | 14 |
Triton Wealth Management, PLLC | 14 | 14 | 0.12% | 0.18% | 0.46% | Q1 2020 | Q2 2023 | 14 |
Clear Harbor Asset Management, LLC | 8 | 1 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q3 2020 | 14 |
Weatherstone Capital Management | 8 | 1 | 0.02% | 5.70% | 16.96% | Q2 2013 | Q4 2018 | 13 |
Migdal Insurance & Financial Holdings Ltd. | 6 | 2 | 0.00% | 0.12% | 0.49% | Q4 2015 | Q2 2023 | 13 |
Jaffetilchin Investment Partners, LLC | 6 | 2 | 0.09% | 1.52% | 3.67% | Q2 2013 | Q4 2019 | 13 |
MEITAV INVESTMENT HOUSE LTD | 5 | 3 | 0.01% | 0.54% | 1.04% | Q1 2018 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.10% | 0.21% | 0.74% | Q2 2013 | Q2 2016 | 13 |
BROWN BROTHERS HARRIMAN & CO | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 13 |
Grantham, Mayo, Van Otterloo & Co. LLC | 6 | 1 | 0.04% | 0.40% | 1.77% | Q1 2014 | Q4 2020 | 13 |
Legacy Private Trust Co. | 10 | 1 | 0.02% | 0.62% | 2.60% | Q2 2013 | Q3 2018 | 13 |
Asset Allocation & Management Company, LLC | 13 | 13 | 0.42% | 1.19% | 2.07% | Q3 2020 | Q3 2023 | 13 |
Moneda S.A. Administradora General de Fondos | 7 | 6 | 0.15% | 1.09% | 3.32% | Q4 2019 | Q3 2023 | 13 |
Ledyard National Bank | 8 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2018 | 13 |
Millburn Ridgefield Corp | 13 | 13 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q2 2023 | 13 |
Catalyst Capital Advisors LLC | 4 | 1 | 0.01% | 0.03% | 0.09% | Q1 2017 | Q3 2023 | 13 |
BOENNING & SCATTERGOOD, INC. | 13 | 13 | 0.05% | 0.09% | 0.11% | Q4 2019 | Q4 2022 | 13 |
Estate Counselors, LLC | 8 | 1 | 0.62% | 1.50% | 2.74% | Q3 2015 | Q3 2023 | 13 |
MARATHON ASSET MANAGEMENT LP | 5 | 1 | 4.92% | 24.24% | 90.83% | Q2 2017 | Q3 2023 | 13 |
MEMBERS CAPITAL ADVISORS INC | 10 | 1 | 2.32% | 3.84% | 11.56% | Q4 2019 | Q3 2023 | 13 |
Virtu KCG Holdings LLC | 10 | 1 | 0.00% | 0.04% | 0.11% | Q3 2013 | Q2 2017 | 13 |
Advisory Alpha, LLC | 7 | 6 | 0.04% | 0.37% | 0.68% | Q1 2017 | Q2 2020 | 13 |
VALENTINE VENTURES LLC | 9 | 4 | 2.80% | 4.02% | 4.68% | Q4 2014 | Q3 2019 | 13 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 7 | 6 | 0.15% | 2.11% | 4.77% | Q1 2016 | Q3 2023 | 13 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.03% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.11% | 0.17% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.06% | 0.12% | 0.29% | Q3 2020 | Q3 2023 | 13 |
Premise Capital, LLC | 13 | 13 | 0.00% | 2.06% | 4.22% | Q4 2015 | Q4 2018 | 13 |
PANAGORA ASSET MANAGEMENT INC | 10 | 3 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q1 2021 | 13 |
Private Ocean, LLC | 7 | 1 | 0.02% | 0.28% | 0.46% | Q4 2013 | Q3 2023 | 13 |
NYL Investors LLC | 8 | 2 | 8.38% | 19.75% | 48.32% | Q1 2020 | Q3 2023 | 13 |
FinTrust Capital Advisors, LLC | 12 | 1 | 0.00% | 0.07% | 0.41% | Q4 2018 | Q1 2022 | 13 |
Wealth CMT | 7 | 6 | 0.59% | 1.64% | 2.35% | Q4 2019 | Q1 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 13 |
MONETA GROUP INVESTMENT ADVISORS LLC | 5 | 1 | 0.01% | 0.01% | 0.04% | Q3 2015 | Q2 2023 | 13 |
Arkadios Wealth Advisors | 10 | 3 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q3 2023 | 13 |
NICHOLAS COMPANY, INC. | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2020 | 13 |
AlphaStar Capital Management, LLC | 6 | 1 | 0.00% | 0.16% | 0.57% | Q4 2018 | Q3 2023 | 13 |
Zions Bancorporation | 13 | 13 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q1 2018 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.06% | 0.18% | Q3 2020 | Q3 2023 | 13 |
PAYDEN & RYGEL | 5 | 1 | 0.04% | 0.44% | 1.72% | Q3 2015 | Q1 2023 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.00% | 0.05% | 0.09% | Q4 2019 | Q4 2022 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.56% | 0.67% | 0.90% | Q2 2013 | Q2 2016 | 13 |
Edmonds Duncan Registered Investment Advisors, LLC | 7 | 6 | 0.22% | 2.16% | 4.02% | Q4 2015 | Q1 2019 | 13 |
Mosaic Family Wealth, LLC | 13 | 13 | 0.00% | 0.02% | 0.10% | Q4 2015 | Q4 2018 | 13 |
Intellectus Partners, LLC | 8 | 1 | 0.09% | 0.17% | 0.42% | Q4 2016 | Q2 2020 | 13 |
Fulcrum Equity Management | 8 | 5 | 0.14% | 0.56% | 1.49% | Q4 2018 | Q1 2022 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.19% | 0.57% | 0.75% | Q3 2016 | Q3 2019 | 13 |
Windsor Creek Advisors, LLC | 13 | 13 | 0.39% | 1.35% | 2.71% | Q4 2018 | Q4 2021 | 13 |
Financial Services Advisory Inc | 7 | 1 | 2.80% | 8.90% | 17.99% | Q1 2019 | Q3 2023 | 13 |
Pflug Koory, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2019 | 13 |
Evolution Wealth Advisors, LLC | 9 | 4 | 0.07% | 0.37% | 1.01% | Q2 2020 | Q3 2023 | 13 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q4 2022 | 13 |
CIBC WORLD MARKETS CORP | 5 | 1 | 0.00% | 0.27% | 2.09% | Q2 2015 | Q3 2023 | 13 |
Pinnacle Bancorp, Inc. | 9 | 1 | 0.02% | 0.06% | 0.26% | Q1 2017 | Q1 2023 | 13 |
Avestar Capital, LLC | 7 | 6 | 0.01% | 0.52% | 1.45% | Q4 2017 | Q4 2021 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2019 | 13 |
Apriem Advisors | 10 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q2 2018 | 13 |
Plante Moran Financial Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2023 | 13 |
WealthTrust-Arizona, LLC | 10 | 3 | 0.04% | 0.09% | 0.32% | Q1 2015 | Q4 2018 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.07% | 0.19% | 0.30% | Q2 2013 | Q2 2016 | 13 |
Lindbrook Capital, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.28% | 1.11% | Q1 2015 | Q2 2023 | 12 |
Geneva Partners, LLC | 6 | 1 | 0.12% | 0.76% | 1.55% | Q2 2016 | Q4 2021 | 12 |
SUMMIT FINANCIAL GROUP, INC. | 12 | 12 | 0.12% | 0.53% | 0.64% | Q4 2020 | Q3 2023 | 12 |
Ahrens Investment Partners LLC | 8 | 1 | 0.00% | 0.13% | 0.29% | Q4 2016 | Q1 2023 | 12 |
Montecito Bank & Trust | 11 | 1 | 0.20% | 0.69% | 1.21% | Q2 2013 | Q4 2016 | 12 |
BANTA ASSET MANAGEMENT LP | 12 | 12 | 1.29% | 2.27% | 6.75% | Q4 2020 | Q3 2023 | 12 |
Alyeska Investment Group, L.P. | 12 | 12 | 0.06% | 0.14% | 0.26% | Q1 2017 | Q4 2019 | 12 |
MONROE BANK & TRUST/MI | 12 | 12 | 0.02% | 1.02% | 2.27% | Q2 2013 | Q1 2016 | 12 |
Deer Park Road Corp | 6 | 1 | 0.70% | 4.34% | 13.32% | Q1 2018 | Q1 2023 | 12 |
Apollon Wealth Management, LLC | 11 | 1 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 12 |
SpiderRock Advisors, LLC | 11 | 11 | 0.00% | 0.74% | 2.03% | Q1 2021 | Q3 2023 | 12 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.05% | 0.11% | 0.24% | Q2 2013 | Q1 2016 | 12 |
THORNBURG INVESTMENT MANAGEMENT INC | 10 | 1 | 0.00% | 0.02% | 0.18% | Q2 2015 | Q4 2022 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.04% | 0.09% | 0.15% | Q4 2018 | Q3 2021 | 12 |
Hedeker Wealth, LLC | 12 | 12 | 0.08% | 0.59% | 1.06% | Q3 2016 | Q2 2019 | 12 |
COREPATH WEALTH PARTNERS LLC | 12 | 12 | 1.30% | 1.44% | 1.60% | Q4 2020 | Q3 2023 | 12 |
Gladstone Institutional Advisory LLC | 11 | 1 | 0.06% | 0.10% | 0.16% | Q2 2019 | Q3 2023 | 12 |
Willis Johnson & Associates, Inc. | 12 | 12 | 1.75% | 2.83% | 3.38% | Q4 2020 | Q3 2023 | 12 |
Darwin Wealth Management, LLC | 8 | 1 | 1.19% | 1.81% | 3.88% | Q4 2016 | Q4 2020 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Karp Capital Management Corp | 8 | 4 | 0.01% | 1.10% | 1.37% | Q4 2015 | Q4 2018 | 12 |
Leucadia National | 4 | 4 | 0.05% | 1.41% | 4.04% | Q4 2022 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.06% | 0.07% | 0.09% | Q4 2020 | Q3 2023 | 12 |
F3Logic, LLC | 9 | 3 | 0.03% | 0.32% | 1.11% | Q1 2018 | Q4 2021 | 12 |
SG3 Management, LLC | 4 | 1 | 0.01% | 0.52% | 2.06% | Q2 2019 | Q1 2022 | 12 |
CEDAR CAPITAL, LLC | 10 | 1 | 0.10% | 0.25% | 0.60% | Q2 2016 | Q3 2021 | 12 |
AMP Capital Investors Ltd | 7 | 1 | 0.05% | 0.21% | 0.51% | Q2 2013 | Q4 2020 | 12 |
Avitas Wealth Management LLC | 8 | 4 | 0.16% | 0.57% | 1.35% | Q2 2018 | Q3 2023 | 12 |
Capula Management Ltd | 4 | 1 | 0.06% | 2.18% | 14.83% | Q4 2017 | Q3 2021 | 12 |
Virtu Financial LLC | 10 | 1 | 0.05% | 0.16% | 0.31% | Q1 2016 | Q4 2019 | 12 |
David J Yvars Group | 12 | 12 | 1.45% | 1.81% | 2.74% | Q4 2020 | Q3 2023 | 12 |
Stonebridge Capital Advisors LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 12 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.06% | 0.18% | Q1 2013 | Q2 2019 | 12 |
Cohen Investment Advisors LLC | 12 | 12 | 0.24% | 0.31% | 0.46% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 0.02% | 0.14% | 0.45% | Q4 2020 | Q3 2023 | 12 |
New England Professional Planning Group Inc. | 12 | 12 | 0.12% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 12 |
CBIZ Investment Advisory Services, LLC | 7 | 1 | 0.71% | 3.29% | 4.35% | Q2 2020 | Q3 2023 | 12 |
Choate Investment Advisors | 8 | 4 | 0.00% | 0.74% | 4.95% | Q4 2014 | Q3 2023 | 12 |
Telemetry Investments, L.L.C. | 8 | 1 | 0.10% | 6.04% | 12.94% | Q4 2015 | Q2 2019 | 12 |
ARCH CAPITAL GROUP LTD. | 12 | 12 | 0.34% | 0.61% | 0.82% | Q4 2020 | Q3 2023 | 12 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 12 | 12 | 1.48% | 4.47% | 8.74% | Q2 2020 | Q1 2023 | 12 |
JNBA Financial Advisors | 11 | 1 | 0.00% | 0.69% | 8.29% | Q3 2013 | Q3 2016 | 12 |
RITHOLTZ WEALTH MANAGEMENT | 12 | 12 | 0.05% | 0.09% | 0.17% | Q1 2020 | Q4 2022 | 12 |
Aristotle Pacific Capital, LLC | 12 | 12 | 2.32% | 19.47% | 40.76% | Q4 2020 | Q3 2023 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.11% | 0.21% | Q4 2018 | Q3 2021 | 12 |
Sunesis Advisors, LLC | 11 | 1 | 0.21% | 0.26% | 0.33% | Q3 2020 | Q3 2023 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 0.11% | 0.95% | 4.87% | Q4 2020 | Q3 2023 | 12 |
Pensionmark Financial Group, LLC | 12 | 12 | 0.07% | 0.13% | 0.20% | Q4 2018 | Q3 2021 | 12 |
Madison Asset Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.14% | 0.26% | 0.44% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Mine & Arao Wealth Creation & Management, LLC. | 12 | 12 | 0.03% | 0.06% | 0.09% | Q4 2019 | Q3 2022 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 0.13% | 0.96% | 2.00% | Q4 2020 | Q3 2023 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 1.15% | 3.18% | 5.52% | Q4 2020 | Q3 2023 | 12 |
Texas Yale Capital Corp. | 12 | 12 | 0.13% | 0.17% | 0.22% | Q2 2013 | Q1 2016 | 12 |
Magnetar Financial LLC | 4 | 1 | 0.01% | 0.83% | 3.84% | Q2 2013 | Q3 2023 | 12 |
Laurel Wealth Advisors, Inc. | 6 | 2 | 0.03% | 0.12% | 0.70% | Q1 2018 | Q3 2022 | 12 |
Guardian Wealth Advisors, LLC | 12 | 12 | 0.04% | 0.79% | 1.03% | Q4 2020 | Q3 2023 | 12 |
Faithward Advisors, LLC | 5 | 3 | 0.00% | 0.07% | 0.23% | Q4 2019 | Q3 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 0.00% | 0.19% | 0.82% | Q2 2013 | Q1 2016 | 12 |
Wagner Wealth Management, LLC | 8 | 4 | 0.05% | 0.14% | 0.29% | Q4 2017 | Q3 2022 | 12 |
ALPHASIMPLEX GROUP, LLC | 8 | 4 | 1.25% | 18.65% | 68.69% | Q4 2017 | Q4 2020 | 12 |
Clearwater Capital Advisors, LLC | 12 | 12 | 0.04% | 1.80% | 2.51% | Q2 2016 | Q1 2019 | 12 |
OXFORD FINANCIAL GROUP, LTD. LLC | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 0.26% | 0.67% | 1.11% | Q4 2020 | Q3 2023 | 12 |
Graypoint LLC | 9 | 3 | 0.02% | 0.25% | 0.46% | Q1 2020 | Q3 2023 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 1.76% | 2.18% | 3.25% | Q4 2020 | Q3 2023 | 12 |
J. Goldman & Co LP | 3 | 1 | 0.01% | 0.28% | 0.52% | Q3 2013 | Q3 2023 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.21% | 0.34% | 0.43% | Q4 2016 | Q3 2023 | 11 |
Burgundy Asset Management Ltd. | 7 | 4 | 0.05% | 0.06% | 0.08% | Q1 2016 | Q3 2021 | 11 |
Weiss Asset Management LP | 6 | 1 | 0.25% | 1.02% | 3.43% | Q4 2014 | Q4 2022 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
P SCHOENFELD ASSET MANAGEMENT LP | 10 | 1 | 3.86% | 9.95% | 18.29% | Q2 2016 | Q3 2022 | 11 |
Pictet North America Advisors SA | 6 | 1 | 0.04% | 1.04% | 6.04% | Q4 2013 | Q1 2018 | 11 |
Argent Trust Co | 8 | 3 | 0.03% | 0.15% | 0.29% | Q1 2015 | Q2 2018 | 11 |
CURIAN CAPITAL LLC | 11 | 11 | 0.05% | 0.14% | 0.59% | Q2 2013 | Q4 2015 | 11 |
Bay Harbor Wealth Management, LLC | 11 | 11 | 0.01% | 0.07% | 0.19% | Q4 2018 | Q2 2021 | 11 |
SIMMONS FIRST TRUST CO NA | 11 | 11 | 0.96% | 2.67% | 3.93% | Q2 2013 | Q4 2015 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.06% | 0.15% | Q1 2021 | Q3 2023 | 11 |
IFG Advisors, LLC | 11 | 11 | 0.12% | 0.74% | 1.05% | Q1 2021 | Q3 2023 | 11 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.62% | 2.02% | Q3 2020 | Q3 2023 | 11 |
Assured Investment Management LLC | 6 | 1 | 0.08% | 11.77% | 67.82% | Q3 2013 | Q2 2019 | 11 |
Stewardship Financial Advisors, LLC | 7 | 1 | 0.01% | 0.95% | 2.10% | Q4 2015 | Q4 2020 | 11 |
FORT PITT CAPITAL GROUP, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 11 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.73% | 2.88% | Q4 2014 | Q2 2019 | 11 |
FIRST MANHATTAN CO. LLC. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2022 | 11 |
Cable Hill Partners, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q1 2019 | 11 |
GeoWealth Management, LLC | 8 | 1 | 0.06% | 0.28% | 0.59% | Q3 2019 | Q3 2023 | 11 |
Capital Investment Counsel, Inc | 10 | 1 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q2 2022 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.01% | 0.35% | 0.71% | Q4 2020 | Q2 2023 | 11 |
McNaughton Wealth Management, LLC | 11 | 11 | 0.22% | 1.45% | 2.03% | Q2 2020 | Q4 2022 | 11 |
Galibier Capital Management Ltd. | 11 | 11 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q1 2023 | 11 |
Olympiad Research LP | 8 | 3 | 0.13% | 0.76% | 2.80% | Q4 2019 | Q3 2022 | 11 |
Silverleafe Capital Partners, LLC | 9 | 2 | 0.28% | 1.09% | 1.41% | Q4 2017 | Q1 2022 | 11 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 11 | 11 | 3.07% | 3.52% | 4.03% | Q2 2017 | Q4 2019 | 11 |
Mizuho Asset Management Co.,Ltd. | 7 | 2 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2016 | 11 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 7 | 4 | 1.44% | 4.45% | 8.21% | Q2 2020 | Q1 2023 | 11 |
HOHIMER WEALTH MANAGEMENT, LLC | 11 | 11 | 0.10% | 0.16% | 0.25% | Q4 2019 | Q2 2022 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.03% | 0.12% | Q4 2020 | Q3 2023 | 11 |
MATHER GROUP, LLC. | 6 | 1 | 0.01% | 2.20% | 6.10% | Q4 2015 | Q1 2021 | 11 |
Waratah Capital Advisors Ltd. | 11 | 11 | 1.92% | 6.54% | 20.72% | Q1 2021 | Q3 2023 | 11 |
NWI MANAGEMENT LP | 6 | 1 | 0.01% | 1.67% | 3.48% | Q2 2015 | Q2 2020 | 11 |
EQ LLC | 11 | 11 | 0.32% | 1.64% | 4.21% | Q4 2020 | Q2 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.07% | 0.18% | 0.42% | Q1 2021 | Q3 2023 | 11 |
Shoker Investment Counsel, Inc. | 11 | 11 | 0.23% | 0.32% | 0.44% | Q4 2015 | Q2 2018 | 11 |
Outlook Wealth Advisors, LLC | 11 | 11 | 0.13% | 0.72% | 1.92% | Q1 2020 | Q3 2022 | 11 |
MorganRosel Wealth Management, LLC | 6 | 5 | 0.20% | 0.64% | 1.25% | Q3 2019 | Q3 2023 | 11 |
Peninsula Wealth, LLC | 11 | 11 | 0.16% | 0.21% | 0.26% | Q1 2018 | Q3 2020 | 11 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 11 | 11 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q3 2023 | 11 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.19% | 0.55% | Q1 2015 | Q3 2021 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.00% | 0.14% | 1.04% | Q2 2021 | Q3 2023 | 10 |
MYCIO WEALTH PARTNERS, LLC | 5 | 1 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q4 2019 | 10 |
Legacy Advisors, LLC | 6 | 4 | 0.00% | 1.30% | 1.96% | Q4 2016 | Q2 2019 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.10% | 0.18% | 0.30% | Q2 2013 | Q3 2015 | 10 |
TRUEWEALTH LLC | 10 | 10 | 0.00% | 0.02% | 0.02% | Q1 2018 | Q2 2020 | 10 |
DSC Advisors, L.P. | 3 | 1 | 0.11% | 0.74% | 3.26% | Q4 2013 | Q3 2019 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2022 | 10 |
Strategic Blueprint, LLC | 7 | 1 | 0.02% | 0.11% | 0.19% | Q3 2020 | Q3 2023 | 10 |
Elliott Investment Management L.P. | 4 | 1 | 0.38% | 2.69% | 8.49% | Q1 2020 | Q3 2023 | 10 |
Simmons Bank | 6 | 4 | 0.04% | 0.46% | 1.01% | Q1 2016 | Q4 2021 | 10 |
Sandell Asset Management Corp. | 8 | 8 | 0.36% | 3.02% | 6.58% | Q1 2017 | Q4 2018 | 10 |
Summit Financial, LLC | 10 | 10 | 0.07% | 0.19% | 0.31% | Q2 2021 | Q3 2023 | 10 |
Susquehanna International Group Ltd. | 5 | 1 | 0.25% | 5.93% | 25.84% | Q1 2020 | Q3 2023 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.02% | 0.05% | 0.10% | Q4 2019 | Q3 2023 | 10 |
Lebenthal Global Advisors, LLC | 10 | 10 | 1.14% | 1.94% | 2.88% | Q4 2020 | Q1 2023 | 10 |
NOTTINGHAM ADVISORS, INC. | 10 | 10 | 0.03% | 0.44% | 0.55% | Q4 2014 | Q1 2017 | 10 |
WINTRUST INVESTMENTS LLC | 5 | 1 | 0.02% | 0.09% | 0.20% | Q4 2016 | Q3 2023 | 10 |
PGGM Investments | 10 | 10 | 0.02% | 0.05% | 0.07% | Q1 2013 | Q2 2015 | 10 |
ATLAS CAPITAL ADVISORS LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2022 | 10 |
TRUSTCORE FINANCIAL SERVICES, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 10 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 6 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2018 | 10 |
RAMSEY QUANTITATIVE SYSTEMS | 9 | 1 | 5.37% | 23.88% | 48.12% | Q4 2016 | Q4 2019 | 10 |
PRICE T ROWE ASSOCIATES INC /MD/ | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2018 | Q1 2022 | 10 |
American Research & Management Co. | 10 | 10 | 0.01% | 0.14% | 0.33% | Q2 2013 | Q3 2015 | 10 |
CIM, LLC | 10 | 10 | 0.50% | 0.55% | 0.62% | Q3 2020 | Q4 2022 | 10 |
iAB Financial Bank | 10 | 10 | 0.26% | 0.31% | 0.37% | Q2 2013 | Q3 2015 | 10 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.03% | 0.12% | Q4 2021 | Q3 2023 | 10 |
Pactiv General Employee Benefit Trust | 5 | 5 | 2.14% | 5.39% | 8.66% | Q4 2018 | Q2 2021 | 10 |
SAX WEALTH ADVISORS, LLC | 10 | 10 | 0.09% | 0.29% | 0.51% | Q4 2020 | Q1 2023 | 10 |
StrategIQ Financial Group, LLC | 10 | 10 | 0.09% | 0.13% | 0.16% | Q2 2016 | Q3 2018 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.02% | 0.03% | 0.06% | Q2 2021 | Q3 2023 | 10 |
GRIMES & COMPANY, INC. | 7 | 3 | 0.06% | 0.19% | 0.33% | Q2 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.06% | 0.12% | Q1 2021 | Q3 2023 | 10 |
55I, LLC | 10 | 10 | 0.09% | 0.18% | 0.34% | Q4 2019 | Q1 2022 | 10 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 10 | 10 | 1.58% | 2.74% | 3.75% | Q4 2016 | Q1 2019 | 10 |
Wells Financial Advisors INC | 10 | 10 | 0.02% | 0.15% | 0.20% | Q4 2020 | Q1 2023 | 10 |
WESPAC Advisors, LLC | 8 | 2 | 0.26% | 0.78% | 1.16% | Q3 2013 | Q4 2021 | 10 |
EVOKE WEALTH, LLC | 8 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 10 |
Holowesko Partners Ltd. | 7 | 3 | 1.62% | 3.41% | 5.86% | Q3 2019 | Q2 2022 | 10 |
Capital Asset Advisory Services LLC | 10 | 10 | 0.00% | 0.05% | 0.27% | Q4 2019 | Q1 2022 | 10 |
Financial Enhancement Group LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 10 |
STABLEFORD CAPITAL II LLC | 8 | 2 | 0.36% | 0.77% | 1.75% | Q4 2016 | Q1 2022 | 10 |
Tuttle Capital Management, LLC | 5 | 1 | 0.71% | 1.79% | 3.92% | Q1 2014 | Q3 2019 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.05% | 0.07% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Yorktown Management & Research Co Inc | 10 | 10 | 0.04% | 1.93% | 5.92% | Q2 2013 | Q3 2015 | 10 |
Edenbrook Capital, LLC | 5 | 5 | 0.07% | 4.91% | 13.65% | Q1 2021 | Q3 2023 | 10 |
Turim 21 Investimentos Ltda. | 6 | 2 | 0.13% | 2.55% | 19.68% | Q3 2019 | Q2 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Iron Horse Wealth Management, LLC | 6 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
Fore Capital, LLC | 4 | 1 | 0.79% | 9.86% | 19.23% | Q4 2017 | Q3 2023 | 10 |
GFS Advisors, LLC | 9 | 1 | 0.02% | 0.06% | 0.08% | Q1 2016 | Q3 2023 | 10 |
MACKAY SHIELDS LLC | 7 | 1 | 0.00% | 0.04% | 0.08% | Q4 2018 | Q2 2022 | 10 |
CREDIT AGRICOLE S A | 8 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 10 |
FIRST QUADRANT LLC/CA | 10 | 10 | 0.38% | 4.00% | 15.04% | Q4 2019 | Q1 2022 | 10 |
Parasol Investment Management, LLC | 7 | 3 | 0.04% | 1.55% | 5.42% | Q4 2013 | Q3 2016 | 10 |
JAG CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.04% | 0.05% | 0.07% | Q2 2014 | Q3 2017 | 10 |
SMH CAPITAL ADVISORS INC | 4 | 1 | 0.34% | 1.09% | 1.70% | Q1 2019 | Q3 2023 | 10 |
NinePointTwo Capital LLC | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Madden Advisory Services, Inc. | 7 | 1 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q1 2017 | 10 |
FNY Investment Advisers, LLC | 6 | 1 | 0.00% | 0.09% | 0.73% | Q3 2018 | Q3 2022 | 10 |
Ally Financial Inc. | 10 | 10 | 2.82% | 6.50% | 9.65% | Q4 2014 | Q1 2017 | 10 |
Three Peaks Capital Management, LLC | 6 | 4 | 0.38% | 1.01% | 1.61% | Q1 2019 | Q3 2021 | 10 |
Bellwether Advisors, LLC | 10 | 10 | 0.01% | 0.07% | 0.12% | Q4 2020 | Q1 2023 | 10 |
AHL Partners LLP | 8 | 2 | 0.08% | 1.24% | 2.18% | Q1 2015 | Q4 2017 | 10 |
AGILIS PARTNERS LLC | 9 | 1 | 0.18% | 0.54% | 1.62% | Q4 2014 | Q2 2017 | 10 |
Hoxton Financial, Inc. | 10 | 10 | 0.00% | 0.13% | 0.32% | Q2 2013 | Q3 2015 | 10 |
PEAK6 Investments LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2020 | Q1 2022 | 10 |
STRATEGY ASSET MANAGERS LLC | 6 | 1 | 0.06% | 0.12% | 0.15% | Q4 2019 | Q3 2023 | 10 |
Horan Securities, Inc. | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2016 | Q2 2023 | 10 |
Ameritas Investment Company, LLC | 9 | 1 | 0.01% | 0.10% | 0.32% | Q1 2019 | Q3 2021 | 10 |
Gramercy Funds Management LLC | 6 | 1 | 10.23% | 32.74% | 58.05% | Q2 2017 | Q2 2021 | 9 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.31% | 1.42% | Q2 2013 | Q4 2013 | 9 |
D'Orazio & Associates, Inc. | 7 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q3 2021 | 9 |
CAMBIAR INVESTORS LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2018 | 9 |
ADVENT CAPITAL MANAGEMENT /DE/ | 3 | 1 | 0.00% | 0.04% | 0.11% | Q2 2013 | Q1 2019 | 9 |
CANADA PENSION PLAN INVESTMENT BOARD | 4 | 1 | 0.02% | 0.06% | 0.12% | Q4 2014 | Q3 2021 | 9 |
Somerset Group LLC | 9 | 9 | 0.38% | 0.44% | 0.48% | Q2 2013 | Q2 2015 | 9 |
GYL FINANCIAL SYNERGIES, LLC | 5 | 4 | 0.02% | 0.07% | 0.12% | Q4 2020 | Q3 2023 | 9 |
AMARILLO NATIONAL BANK | 9 | 9 | 1.24% | 2.14% | 2.73% | Q3 2021 | Q3 2023 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q4 2021 | 9 |
CVA Family Office, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q1 2022 | 9 |
Smith Anglin Financial, LLC | 9 | 9 | 0.04% | 0.08% | 0.13% | Q4 2020 | Q4 2022 | 9 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 7 | 2 | 0.12% | 0.22% | 0.28% | Q3 2019 | Q4 2021 | 9 |
DAVIDSON INVESTMENT ADVISORS | 9 | 9 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2015 | 9 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 5 | 4 | 2.60% | 3.17% | 4.40% | Q2 2013 | Q3 2015 | 9 |
Fusion Investment Group, LLC | 9 | 9 | 0.01% | 1.26% | 3.16% | Q4 2013 | Q4 2015 | 9 |
HARVEY CAPITAL MANAGEMENT INC | 8 | 1 | 0.31% | 0.40% | 0.46% | Q2 2013 | Q3 2015 | 9 |
Savior LLC | 5 | 4 | 0.01% | 0.07% | 0.21% | Q3 2020 | Q3 2023 | 9 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 5 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2018 | 9 |
Sterneck Capital Management, LLC | 6 | 3 | 0.13% | 0.18% | 0.34% | Q2 2013 | Q2 2016 | 9 |
BOK Financial Private Wealth, Inc. | 5 | 1 | 0.01% | 0.09% | 0.19% | Q2 2016 | Q2 2022 | 9 |
Riverview Trust Co | 9 | 9 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Verde Servicos Internacionais S.A. | 9 | 9 | 0.02% | 0.24% | 0.73% | Q3 2021 | Q3 2023 | 9 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 6 | 1 | 4.88% | 13.31% | 27.41% | Q4 2015 | Q2 2019 | 9 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.11% | 0.84% | Q3 2020 | Q2 2022 | 9 |
Nationwide Fund Advisors | 7 | 1 | 0.01% | 3.50% | 7.08% | Q1 2015 | Q2 2019 | 9 |
APPLETON PARTNERS INC/MA | 9 | 9 | 0.03% | 0.12% | 0.23% | Q1 2017 | Q1 2019 | 9 |
Trek Financial, LLC | 5 | 1 | 0.04% | 0.05% | 0.08% | Q4 2018 | Q2 2021 | 9 |
Avidian Wealth Solutions, LLC | 5 | 1 | 0.01% | 0.05% | 0.14% | Q3 2016 | Q3 2023 | 9 |
MetLife Investment Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q1 2021 | 9 |
MID CONTINENT CAPITAL LLC/IL | 9 | 9 | 0.01% | 0.08% | 0.34% | Q2 2013 | Q2 2015 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
1st Global Advisors, Inc. | 9 | 9 | 0.24% | 0.39% | 0.60% | Q2 2013 | Q2 2015 | 9 |
Elite Wealth Management, Inc. | 9 | 9 | 0.02% | 0.03% | 0.05% | Q3 2012 | Q3 2014 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.26% | 0.36% | 0.44% | Q3 2021 | Q3 2023 | 9 |
Annex Advisory Services, LLC | 5 | 1 | 0.03% | 0.39% | 1.18% | Q2 2013 | Q2 2023 | 9 |
Intelligence Driven Advisers, LLC | 9 | 9 | 0.25% | 1.12% | 2.62% | Q3 2020 | Q3 2022 | 9 |
Squar Milner Financial Services LLC | 7 | 2 | 0.05% | 0.26% | 0.45% | Q4 2017 | Q1 2020 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q2 2022 | 9 |
CQS Cayman LP | 5 | 1 | 0.06% | 7.66% | 23.74% | Q3 2015 | Q2 2019 | 9 |
Vivaldi Capital Management LP | 6 | 3 | 0.07% | 0.09% | 0.11% | Q1 2021 | Q3 2023 | 9 |
NORTHSTAR WEALTH PARTNERS LLC | 8 | 1 | 0.09% | 0.26% | 0.39% | Q1 2018 | Q2 2020 | 9 |
Soros Fund Management | 4 | 1 | 0.09% | 1.03% | 2.91% | Q4 2015 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.15% | 0.46% | 1.57% | Q3 2021 | Q3 2023 | 9 |
Advisors Asset Management, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2021 | 9 |
Bramshill Investments, LLC | 4 | 1 | 0.01% | 2.48% | 14.06% | Q2 2018 | Q3 2023 | 9 |
PRECEPT MANAGEMENT LLC | 6 | 1 | 3.82% | 8.08% | 18.99% | Q2 2018 | Q3 2021 | 9 |
PhaseCapital LP | 9 | 9 | 10.36% | 16.24% | 32.25% | Q4 2014 | Q4 2016 | 9 |
Berry Street Capital Management LLP | 6 | 3 | 1.27% | 6.52% | 11.21% | Q1 2021 | Q2 2023 | 9 |
INSIGHT 2811, INC. | 6 | 1 | 0.46% | 0.75% | 1.06% | Q1 2015 | Q3 2018 | 9 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.26% | 0.87% | Q4 2017 | Q3 2023 | 9 |
Quantitative Investment Management, LLC | 2 | 1 | 0.01% | 1.08% | 2.64% | Q3 2013 | Q2 2018 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.02% | 0.12% | Q2 2021 | Q3 2023 | 9 |
Modera Wealth Management, LLC | 5 | 1 | 0.00% | 0.05% | 0.18% | Q4 2013 | Q3 2023 | 9 |
Integrated Wealth Management | 9 | 9 | 0.06% | 0.40% | 1.17% | Q1 2015 | Q1 2017 | 9 |
Newbridge Financial Services Group, Inc. | 7 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 9 |
Wolf Group Capital Advisors | 9 | 9 | 0.13% | 0.19% | 0.24% | Q2 2021 | Q2 2023 | 9 |
Tradition Wealth Management, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Park Avenue Institutional Advisers LLC | 4 | 1 | 8.14% | 32.43% | 80.93% | Q3 2016 | Q3 2021 | 9 |
ARES MANAGEMENT LLC | 4 | 1 | 0.04% | 1.39% | 7.66% | Q1 2015 | Q3 2023 | 9 |
OPPENHEIMER ASSET MANAGEMENT INC. | 6 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2020 | 9 |
Clear Perspectives Financial Planning, LLC | 9 | 9 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 9 |
Pinnacle Summer Investments, Inc. | 9 | 9 | 0.01% | 0.02% | 0.08% | Q3 2013 | Q3 2015 | 9 |
Akaloa Resource Foundation | 9 | 9 | 27.95% | 48.63% | 100.00% | Q4 2014 | Q4 2016 | 9 |
Allegis Investment Advisors, LLC | 9 | 9 | 0.01% | 0.49% | 1.18% | Q4 2015 | Q4 2017 | 9 |
First City Capital Management, Inc. | 9 | 9 | 0.05% | 0.10% | 0.13% | Q1 2014 | Q1 2016 | 9 |
SPC Financial, Inc. | 9 | 9 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q4 2021 | 9 |
Brouwer & Janachowski, LLC | 9 | 9 | 0.20% | 0.86% | 1.34% | Q4 2013 | Q4 2015 | 9 |
TFG Asset Management GP Ltd | 5 | 4 | 0.00% | 0.76% | 2.52% | Q2 2021 | Q3 2023 | 9 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 9 | 9 | 0.10% | 0.30% | 0.69% | Q4 2020 | Q4 2022 | 9 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.19% | 0.62% | Q4 2019 | Q3 2023 | 9 |
Exchange Capital Management, Inc. | 8 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2018 | 9 |
ELLINGTON MANAGEMENT GROUP LLC | 4 | 2 | 0.10% | 12.06% | 34.38% | Q4 2016 | Q2 2021 | 9 |
MKD WEALTH COACHES, LLC | 6 | 3 | 0.00% | 0.34% | 0.80% | Q4 2018 | Q4 2021 | 9 |
Castle Rock Wealth Management, LLC | 3 | 3 | 0.26% | 0.34% | 0.60% | Q4 2017 | Q4 2021 | 9 |
Wela Strategies, Inc. | 6 | 1 | 0.24% | 3.17% | 9.41% | Q1 2017 | Q2 2020 | 9 |
Visium Asset Management, LP | 7 | 2 | 0.01% | 0.42% | 1.26% | Q2 2013 | Q4 2015 | 9 |
Mount Yale Investment Advisors, LLC | 4 | 1 | 0.01% | 0.03% | 0.10% | Q1 2018 | Q4 2022 | 9 |
QVR LLC | 3 | 1 | 0.03% | 1.64% | 8.72% | Q3 2018 | Q4 2020 | 9 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.22% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Klingman & Associates, LLC | 8 | 8 | 0.05% | 0.08% | 0.11% | Q4 2014 | Q3 2016 | 8 |
PSI Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 8 |
Hutchin Hill Capital, LP | 2 | 1 | 0.21% | 3.09% | 13.04% | Q1 2014 | Q2 2017 | 8 |
GDS Wealth Management | 8 | 8 | 0.05% | 0.10% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 1.06% | 1.68% | 2.24% | Q4 2021 | Q3 2023 | 8 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
Bremer Bank National Association | 6 | 2 | 0.05% | 0.17% | 0.29% | Q1 2019 | Q3 2023 | 8 |
Cougar Global Investments Ltd | 8 | 8 | 1.39% | 3.00% | 4.67% | Q4 2018 | Q3 2020 | 8 |
ARISTEIA CAPITAL, L.L.C. | 3 | 1 | 0.02% | 2.33% | 5.38% | Q3 2018 | Q2 2022 | 8 |
Perella Weinberg Partners Capital Management LP | 6 | 2 | 0.43% | 1.54% | 3.71% | Q1 2019 | Q2 2021 | 8 |
Bensler, LLC | 8 | 8 | 1.05% | 1.48% | 2.09% | Q4 2021 | Q3 2023 | 8 |
CAMBRIDGE TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 5 | 5 | 0.06% | 4.68% | 13.39% | Q1 2021 | Q1 2022 | 8 |
Hillsdale Investment Management Inc. | 4 | 4 | 0.04% | 0.28% | 0.65% | Q2 2013 | Q4 2016 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.04% | 0.14% | Q4 2021 | Q3 2023 | 8 |
HNP Capital LLC | 5 | 1 | 0.05% | 2.08% | 3.11% | Q4 2018 | Q3 2021 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Stadion Money Management, LLC | 6 | 2 | 0.04% | 0.24% | 0.48% | Q2 2013 | Q2 2015 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 1.53% | 2.52% | 2.88% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Golden State Equity Partners | 3 | 2 | 0.20% | 0.63% | 1.04% | Q4 2020 | Q3 2023 | 8 |
Graham Capital Management, L.P. | 2 | 1 | 0.01% | 2.66% | 12.55% | Q2 2013 | Q3 2023 | 8 |
Activest Wealth Management | 6 | 1 | 0.49% | 0.69% | 1.77% | Q1 2021 | Q3 2023 | 8 |
THOMPSON SIEGEL & WALMSLEY LLC | 6 | 1 | 0.00% | 0.04% | 0.15% | Q4 2018 | Q1 2022 | 8 |
Pinkerton Retirement Specialists, LLC | 6 | 1 | 0.68% | 1.71% | 2.38% | Q4 2018 | Q2 2023 | 8 |
Barden Capital Management, Inc. | 8 | 8 | 0.57% | 0.67% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Goldstein Munger & Associates | 8 | 8 | 0.96% | 3.00% | 4.88% | Q4 2010 | Q3 2012 | 8 |
Strategic Equity Management | 5 | 3 | 1.02% | 2.52% | 3.39% | Q4 2020 | Q3 2023 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Cumberland Partners Ltd | 5 | 3 | 0.04% | 0.11% | 0.17% | Q2 2018 | Q4 2020 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 1.09% | 1.51% | 2.09% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
New Legacy Group, LLC | 8 | 8 | 0.60% | 5.56% | 8.38% | Q4 2021 | Q3 2023 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.25% | 0.37% | 0.58% | Q1 2017 | Q4 2018 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2022 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 0.93% | 1.09% | 1.19% | Q1 2021 | Q3 2023 | 8 |
Centennial Wealth Advisory LLC | 5 | 1 | 0.79% | 1.28% | 1.99% | Q4 2020 | Q3 2023 | 8 |
RAINEY & RANDALL INVESTMENT MANAGEMENT INC. | 7 | 1 | 0.09% | 0.17% | 0.41% | Q4 2019 | Q1 2022 | 8 |
Virtus ETF Advisers LLC | 3 | 1 | 0.04% | 0.18% | 0.72% | Q4 2016 | Q2 2021 | 8 |
B & T Capital Management DBA Alpha Capital Management | 7 | 1 | 0.16% | 0.26% | 0.30% | Q3 2013 | Q4 2015 | 8 |
Crew Capital Management, Ltd. | 8 | 8 | 0.46% | 2.31% | 2.78% | Q1 2021 | Q4 2022 | 8 |
TELEMUS CAPITAL, LLC | 4 | 1 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q1 2022 | 8 |
IMC-Chicago, LLC | 5 | 1 | 0.00% | 0.00% | 0.02% | Q4 2018 | Q2 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Darrow Company, Inc. | 8 | 8 | 5.92% | 6.46% | 6.81% | Q4 2021 | Q3 2023 | 8 |
Crosspoint Capital Strategies, LLC | 6 | 2 | 0.01% | 1.58% | 4.75% | Q4 2013 | Q4 2015 | 8 |
IRON Financial LLC | 7 | 1 | 0.84% | 4.79% | 10.68% | Q4 2015 | Q2 2018 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.21% | 0.40% | 0.65% | Q4 2021 | Q3 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 1.80% | 1.96% | 2.14% | Q4 2021 | Q3 2023 | 8 |
MENDON CAPITAL ADVISORS CORP | 7 | 1 | 0.45% | 1.06% | 2.47% | Q2 2017 | Q3 2019 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
E&G Advisors, LP | 8 | 8 | 0.16% | 1.20% | 1.52% | Q2 2020 | Q1 2022 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q1 2023 | 8 |
Gateway Advisory, LLC | 7 | 1 | 0.09% | 9.14% | 12.21% | Q4 2018 | Q3 2021 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.44% | 0.63% | 1.03% | Q4 2021 | Q3 2023 | 8 |
OTA Financial Group L.P. | 3 | 1 | 0.63% | 1.79% | 2.93% | Q1 2015 | Q1 2022 | 8 |
Tidal Investments LLC | 7 | 1 | 0.01% | 0.14% | 0.25% | Q3 2021 | Q3 2023 | 8 |
Cassaday & Co Inc. | 5 | 1 | 0.00% | 0.05% | 0.18% | Q1 2015 | Q4 2020 | 8 |
SeaTown Holdings Pte. Ltd. | 6 | 1 | 2.17% | 4.26% | 12.06% | Q1 2017 | Q2 2020 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
CAHILL FINANCIAL ADVISORS INC | 8 | 8 | 1.21% | 1.46% | 1.67% | Q4 2013 | Q3 2015 | 8 |
400 Capital Management LLC | 8 | 8 | 0.77% | 23.34% | 96.21% | Q4 2021 | Q3 2023 | 8 |
DOW CHEMICAL CO /DE/ | 5 | 3 | 3.35% | 5.76% | 9.30% | Q3 2015 | Q1 2022 | 8 |
IFG Advisory, LLC | 6 | 1 | 0.03% | 0.15% | 0.21% | Q1 2018 | Q3 2022 | 8 |
Calamos Wealth Management LLC | 6 | 1 | 0.06% | 0.23% | 0.31% | Q4 2014 | Q1 2018 | 8 |
Archford Capital Strategies, LLC | 7 | 1 | 0.01% | 0.44% | 0.72% | Q1 2018 | Q4 2021 | 8 |
KINGS POINT CAPITAL MANAGEMENT | 5 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 8 |
RATIONAL ADVISORS LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2011 | Q1 2013 | 8 |
Petix & Botte Co | 3 | 1 | 0.09% | 0.17% | 0.23% | Q4 2019 | Q3 2023 | 8 |
Menard Financial Group LLC | 6 | 2 | 1.41% | 2.52% | 8.03% | Q4 2019 | Q4 2021 | 8 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 6 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2020 | 8 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.02% | 0.10% | 0.34% | Q2 2013 | Q3 2023 | 8 |
Carnegie Capital Asset Management, LLC | 7 | 1 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q1 2017 | 8 |
Covestor Ltd | 4 | 3 | 0.00% | 0.09% | 0.29% | Q4 2021 | Q3 2023 | 8 |
Summit Wealth Group, LLC | 5 | 1 | 0.10% | 0.38% | 0.92% | Q4 2019 | Q2 2023 | 8 |
Invst, LLC | 4 | 4 | 0.08% | 3.47% | 4.78% | Q4 2020 | Q3 2023 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.16% | 2.68% | 9.95% | Q4 2020 | Q3 2023 | 8 |
PATHSTONE FAMILY OFFICE, LLC | 4 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 8 |
Emerald Advisors, LLC | 8 | 8 | 0.29% | 0.51% | 0.60% | Q4 2019 | Q3 2021 | 8 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 8 | 8 | 0.15% | 0.50% | 0.99% | Q4 2019 | Q3 2021 | 8 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q1 2023 | 8 |
Zurich Insurance Group Ltd/FI | 5 | 1 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2021 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Nationwide Asset Management LLC | 8 | 8 | 0.01% | 0.14% | 0.34% | Q4 2019 | Q3 2021 | 8 |
Guardian Wealth Management, Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.05% | 0.18% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Lion Street Advisors, LLC | 4 | 1 | 0.09% | 0.23% | 0.57% | Q1 2020 | Q2 2023 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 0.35% | 0.85% | 1.05% | Q4 2021 | Q3 2023 | 8 |
NVWM, LLC | 4 | 1 | 0.00% | 0.11% | 0.30% | Q4 2017 | Q2 2022 | 8 |
Vantage Financial Partners, LLC | 8 | 8 | 0.08% | 0.26% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Bison Wealth, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q1 2015 | 8 |
Psagot Value Holdings Ltd. / (Israel) | 6 | 2 | 0.00% | 0.14% | 0.41% | Q3 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.24% | 0.68% | 1.01% | Q4 2021 | Q3 2023 | 8 |
Anchor Investment Management, LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 8 |
Vontobel Swiss Wealth Advisors AG | 5 | 3 | 0.14% | 0.17% | 0.20% | Q2 2019 | Q2 2021 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Erickson Financial Group, LLC | 8 | 8 | 0.38% | 2.22% | 4.07% | Q4 2021 | Q3 2023 | 8 |
SNS Financial Group, LLC | 4 | 4 | 0.07% | 0.13% | 0.25% | Q1 2013 | Q1 2015 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Kathmere Capital Management, LLC | 8 | 8 | 0.05% | 0.09% | 0.15% | Q2 2020 | Q1 2022 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q4 2020 | 8 |
Wealthspire Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q1 2022 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.04% | 0.11% | 0.21% | Q4 2020 | Q1 2023 | 8 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 8 | 8 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q2 2019 | 8 |
Walker Asset Management, LLC | 8 | 8 | 0.24% | 0.28% | 0.29% | Q1 2022 | Q4 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.42% | 0.70% | 1.40% | Q4 2021 | Q3 2023 | 8 |
Clal Insurance Enterprises Holdings Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2016 | 8 |
HOWARD WEALTH MANAGEMENT, LLC | 5 | 2 | 0.13% | 0.25% | 0.32% | Q4 2021 | Q3 2023 | 7 |
Glovista Investments LLC | 6 | 1 | 0.18% | 3.64% | 10.34% | Q2 2013 | Q1 2022 | 7 |
DUBUQUE BANK & TRUST CO | 4 | 1 | 0.00% | 0.05% | 0.17% | Q2 2013 | Q2 2018 | 7 |
Mirador Capital Partners LP | 6 | 1 | 0.10% | 1.06% | 5.85% | Q3 2016 | Q3 2018 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.00% | 0.11% | 0.22% | Q2 2018 | Q4 2019 | 7 |
PIERSHALE FINANCIAL GROUP, INC. | 6 | 1 | 0.01% | 3.14% | 10.52% | Q4 2015 | Q4 2021 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.12% | 0.20% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.04% | 0.07% | Q4 2020 | Q2 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.15% | 0.23% | 0.42% | Q2 2013 | Q4 2014 | 7 |
SOUTH GEORGIA CAPITAL, LLC | 6 | 1 | 0.02% | 0.04% | 0.06% | Q4 2013 | Q3 2015 | 7 |
Monarch Alternative Capital LP | 7 | 7 | 0.12% | 20.63% | 40.04% | Q2 2018 | Q4 2019 | 7 |
Simply Money Advisors | 7 | 7 | 0.04% | 0.22% | 0.47% | Q3 2015 | Q1 2017 | 7 |
Counterpoint Mutual Funds LLC | 4 | 3 | 1.34% | 4.41% | 11.62% | Q2 2021 | Q3 2023 | 7 |
Granite Point Capital Management, L.P. | 5 | 5 | 0.16% | 3.70% | 9.02% | Q1 2018 | Q1 2019 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 1 | 0.02% | 0.09% | 0.14% | Q2 2018 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 7 |
IMS Capital Management | 7 | 7 | 0.14% | 0.17% | 0.28% | Q1 2020 | Q3 2021 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.23% | 0.34% | 0.69% | Q1 2022 | Q3 2023 | 7 |
HighVista Strategies LLC | 5 | 2 | 0.02% | 0.50% | 2.29% | Q2 2013 | Q4 2015 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
TCF National Bank | 7 | 7 | 0.08% | 0.12% | 0.15% | Q3 2019 | Q1 2021 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.29% | 0.38% | 0.49% | Q2 2020 | Q4 2021 | 7 |
Renasant Bank | 7 | 7 | 0.29% | 0.35% | 0.40% | Q4 2020 | Q2 2022 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 1.38% | 1.48% | 1.60% | Q1 2022 | Q3 2023 | 7 |
ING GROEP NV | 3 | 1 | 0.00% | 1.42% | 8.79% | Q3 2014 | Q4 2022 | 7 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.28% | 0.61% | 1.19% | Q3 2018 | Q1 2020 | 7 |
TPB WEALTH ADVISORS | 6 | 1 | 0.25% | 1.39% | 3.98% | Q4 2020 | Q1 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.01% | 0.05% | 0.15% | Q1 2021 | Q4 2022 | 7 |
INVESTORS TRUST INC | 5 | 2 | 1.76% | 2.56% | 3.81% | Q2 2013 | Q2 2015 | 7 |
Brightworth | 6 | 1 | 0.06% | 0.13% | 0.19% | Q3 2017 | Q3 2019 | 7 |
Taconic Capital Advisors LP | 5 | 2 | 1.77% | 11.95% | 21.78% | Q4 2018 | Q2 2021 | 7 |
Cornerstone Financial Partners, LLC | 7 | 7 | 0.07% | 0.50% | 1.74% | Q2 2016 | Q4 2017 | 7 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.21% | 0.22% | 0.24% | Q2 2013 | Q4 2014 | 7 |
Schonfeld Strategic Advisors LLC | 5 | 5 | 0.00% | 0.21% | 0.74% | Q3 2022 | Q3 2023 | 7 |
III Capital Management | 3 | 1 | 0.00% | 0.59% | 1.50% | Q2 2019 | Q2 2023 | 7 |
DENVER INVESTMENT ADVISORS LLC | 4 | 3 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2017 | 7 |
Smart Portfolios, LLC | 4 | 1 | 0.06% | 0.34% | 0.90% | Q2 2013 | Q1 2019 | 7 |
BHF Kleinwort Benson Group S.A. | 7 | 7 | 0.03% | 0.04% | 0.07% | Q4 2013 | Q2 2015 | 7 |
YorkBridge Wealth Partners, LLC | 7 | 7 | 0.00% | 0.03% | 0.04% | Q4 2016 | Q2 2018 | 7 |
Olympus Peak Asset Management LP | 3 | 1 | 17.79% | 52.88% | 100.00% | Q4 2020 | Q2 2023 | 7 |
FLC Capital Advisors | 7 | 7 | 0.10% | 0.33% | 0.43% | Q2 2020 | Q4 2021 | 7 |
Kohlberg Kravis Roberts & Co. L.P. | 2 | 1 | 0.01% | 0.05% | 0.18% | Q4 2014 | Q4 2022 | 7 |
US FINANCIAL ADVISORS, LLC | 7 | 7 | 0.01% | 0.32% | 0.57% | Q4 2014 | Q2 2016 | 7 |
Brookfield Asset Management | 4 | 1 | 0.01% | 0.24% | 0.82% | Q4 2015 | Q1 2023 | 7 |
Burns Matteson Capital Management, LLC | 5 | 1 | 0.74% | 1.31% | 2.10% | Q4 2020 | Q2 2023 | 7 |
Mach-1 Financial Group, LLC | 7 | 7 | 0.02% | 0.37% | 0.95% | Q1 2021 | Q3 2022 | 7 |
Evolution Advisers, Inc. | 7 | 7 | 0.00% | 0.00% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Lowe Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Janney Capital Management LLC | 7 | 7 | 0.59% | 0.78% | 1.08% | Q3 2021 | Q1 2023 | 7 |
Live Your Vision, LLC | 4 | 1 | 0.01% | 0.57% | 3.87% | Q2 2013 | Q2 2018 | 7 |
American Trust | 7 | 7 | 0.02% | 2.02% | 4.99% | Q4 2021 | Q2 2023 | 7 |
HoyleCohen, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Essex LLC | 7 | 7 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q1 2023 | 7 |
Bank OZK | 7 | 7 | 0.10% | 0.12% | 0.22% | Q1 2018 | Q3 2019 | 7 |
Advocacy Wealth Management Services, LLC | 6 | 1 | 0.00% | 0.27% | 0.60% | Q2 2013 | Q1 2017 | 7 |
Stonehage Fleming Financial Services Holdings Ltd | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2017 | 7 |
Euclid Advisors LLC | 5 | 2 | 0.40% | 0.41% | 0.44% | Q3 2013 | Q2 2016 | 7 |
DHK Financial Advisors, Inc. | 4 | 3 | 0.23% | 0.32% | 0.45% | Q4 2021 | Q3 2023 | 7 |
OPUS INVESTMENT MANAGEMENT INC | 7 | 7 | 0.05% | 0.09% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Allianz Investment Management U.S. LLC | 7 | 7 | 1.25% | 1.70% | 2.01% | Q1 2022 | Q3 2023 | 7 |
Ironwood Investment Counsel, LLC | 6 | 1 | 0.06% | 1.58% | 2.67% | Q2 2013 | Q3 2023 | 7 |
Consilium Wealth Advisory, LLC | 4 | 3 | 0.20% | 0.45% | 1.12% | Q4 2021 | Q3 2023 | 7 |
abrdn plc | 4 | 3 | 0.01% | 0.10% | 0.26% | Q3 2021 | Q3 2023 | 7 |
SOLARIS ASSET MANAGEMENT LLC | 7 | 7 | 0.20% | 0.44% | 0.54% | Q2 2016 | Q4 2017 | 7 |
DIVIDEND ASSETS CAPITAL, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 7 |
Asset Planning Services, Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 7 |
INR ADVISORY SERVICES LLC | 7 | 7 | 0.01% | 0.11% | 0.24% | Q2 2013 | Q4 2014 | 7 |
Portfolio Strategies Inc | 5 | 2 | 0.01% | 4.39% | 8.86% | Q1 2014 | Q4 2017 | 7 |
COHEN & STEERS, INC. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 7 |
Anne Ray Charitable Trust | 6 | 1 | 4.18% | 14.84% | 25.10% | Q4 2014 | Q3 2016 | 7 |
Vestmark Advisory Solutions, Inc. | 2 | 1 | 0.01% | 0.06% | 0.13% | Q1 2019 | Q1 2023 | 7 |
McKinley Carter Wealth Services, Inc. | 7 | 7 | 0.02% | 0.07% | 0.16% | Q4 2020 | Q2 2022 | 7 |
Phoenix Investment Adviser LLC | 7 | 7 | 0.06% | 4.32% | 8.48% | Q1 2015 | Q3 2016 | 7 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 1 | 0.17% | 0.60% | 1.33% | Q4 2019 | Q4 2022 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.04% | 0.06% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Stewardship Advisors, LLC | 7 | 7 | 1.16% | 2.38% | 2.95% | Q2 2021 | Q4 2022 | 7 |
Accurate Wealth Management, LLC | 4 | 3 | 0.18% | 0.47% | 0.93% | Q2 2021 | Q3 2023 | 7 |
First Allied Asset Management, Inc. | 6 | 1 | 0.12% | 0.75% | 1.15% | Q2 2013 | Q1 2015 | 7 |
Horizons Wealth Management | 7 | 7 | 0.00% | 0.11% | 0.24% | Q2 2022 | Q4 2023 | 7 |
SCOGGIN MANAGEMENT LP | 2 | 1 | 0.20% | 1.20% | 3.49% | Q4 2015 | Q1 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.28% | 0.44% | 0.52% | Q2 2013 | Q4 2014 | 7 |
Windhaven Investment Management, Inc. | 7 | 7 | 1.55% | 3.19% | 8.21% | Q3 2016 | Q1 2018 | 7 |
SOROS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.20% | 1.93% | 3.52% | Q1 2022 | Q3 2023 | 7 |
Tatro Capital, LLC | 7 | 7 | 0.15% | 0.53% | 1.08% | Q3 2020 | Q1 2022 | 7 |
Evermore Global Advisors, LLC | 4 | 1 | 3.15% | 4.82% | 7.67% | Q4 2016 | Q3 2021 | 7 |
Watershed Asset Management, L.L.C. | 7 | 7 | 8.73% | 22.26% | 38.79% | Q1 2014 | Q3 2015 | 7 |
Perennial Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2021 | 7 |
SOFI WEALTH, LLC | 7 | 7 | 0.33% | 0.39% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Fortis Advisors, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 7 |
GREENUP STREET WEALTH MANAGEMENT LLC | 6 | 1 | 0.73% | 1.37% | 1.91% | Q4 2021 | Q3 2023 | 7 |
H&H Retirement Design & Management INC | 4 | 3 | 0.45% | 3.55% | 4.64% | Q1 2020 | Q4 2021 | 7 |
1834 INVESTMENT ADVISORS CO | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2019 | 7 |
Freestate Advisors LLC | 6 | 1 | 2.75% | 9.29% | 18.98% | Q2 2019 | Q3 2021 | 7 |
DRW Securities, LLC | 5 | 1 | 0.02% | 0.12% | 0.26% | Q2 2013 | Q2 2023 | 7 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 5 | 2 | 0.01% | 0.11% | 0.21% | Q2 2021 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Tactical Allocation Group LLC | 7 | 7 | 1.30% | 1.42% | 1.67% | Q4 2014 | Q2 2016 | 7 |
Trust Asset Management LLC | 3 | 1 | 0.73% | 1.17% | 2.18% | Q3 2011 | Q2 2016 | 7 |
MRCap LP | 7 | 7 | 0.56% | 19.00% | 48.00% | Q4 2018 | Q2 2020 | 7 |
Oliver Luxxe Assets LLC | 3 | 1 | 0.13% | 1.32% | 2.41% | Q4 2015 | Q2 2018 | 7 |
Aris Wealth Services, Inc. | 3 | 1 | 0.16% | 0.29% | 0.49% | Q3 2013 | Q3 2015 | 7 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 3 | 0.01% | 0.06% | 0.23% | Q4 2013 | Q3 2023 | 7 |
Laidlaw Wealth Management LLC | 5 | 1 | 0.04% | 0.09% | 0.13% | Q4 2019 | Q3 2021 | 6 |
Covalent Partners LLC | 3 | 1 | 0.01% | 0.35% | 1.20% | Q4 2015 | Q1 2020 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Rotella Capital Management, Inc. | 6 | 6 | 0.33% | 2.16% | 4.64% | Q3 2013 | Q4 2014 | 6 |
Utah Retirement Systems | 5 | 1 | 0.36% | 0.75% | 2.58% | Q1 2020 | Q3 2023 | 6 |
PFM Asset Management LLC | 6 | 6 | 0.02% | 1.83% | 3.51% | Q2 2020 | Q3 2021 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.00% | 0.11% | 0.24% | Q2 2021 | Q3 2022 | 6 |
Hackensack Meridian Health, Inc. | 6 | 6 | 2.39% | 4.00% | 6.02% | Q4 2021 | Q1 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.00% | 0.53% | 1.05% | Q4 2020 | Q3 2023 | 6 |
Red Wave Investments LLC | 6 | 6 | 0.21% | 0.25% | 0.30% | Q2 2022 | Q3 2023 | 6 |
Barrett Asset Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2014 | 6 |
INHERENT GROUP, LP | 5 | 1 | 15.41% | 25.74% | 37.12% | Q4 2020 | Q2 2023 | 6 |
ShoreHaven Wealth Partners, LLC | 6 | 6 | 2.03% | 2.15% | 2.24% | Q4 2020 | Q1 2022 | 6 |
ROCKLAND TRUST CO | 6 | 6 | 0.03% | 0.05% | 0.07% | Q1 2018 | Q2 2019 | 6 |
HITE Hedge Asset Management LLC | 6 | 6 | 0.53% | 1.20% | 2.41% | Q3 2020 | Q4 2021 | 6 |
Center For Asset Management LLC | 5 | 1 | 0.27% | 1.06% | 1.34% | Q4 2020 | Q4 2022 | 6 |
CONTINENTAL ADVISORS LLC | 6 | 6 | 1.72% | 5.24% | 7.31% | Q2 2021 | Q3 2022 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
LASRY MARC | 2 | 1 | 0.50% | 1.62% | 5.05% | Q4 2013 | Q1 2017 | 6 |
WBH ADVISORY INC | 3 | 1 | 0.07% | 0.22% | 0.33% | Q4 2021 | Q3 2023 | 6 |
EXENCIAL WEALTH ADVISORS, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.11% | 0.25% | 0.30% | Q2 2013 | Q3 2014 | 6 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.00% | 0.02% | Q2 2020 | Q3 2023 | 6 |
Oakworth Capital, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 6 |
Municipal Employees' Retirement System of Michigan | 5 | 1 | 0.07% | 2.17% | 10.79% | Q1 2020 | Q2 2023 | 6 |
KWB Wealth | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 6 |
Advisor Resource Council | 5 | 1 | 0.02% | 0.32% | 0.90% | Q2 2021 | Q1 2023 | 6 |
Joel Isaacson & Co., LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2012 | Q1 2014 | 6 |
WEST BANCORPORATION INC | 4 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2022 | 6 |
New Vernon Capital Holdings II LLC | 6 | 6 | 0.70% | 1.09% | 1.72% | Q2 2016 | Q3 2017 | 6 |
Covenant Multifamily Offices, LLC | 6 | 6 | 0.04% | 1.12% | 1.75% | Q4 2013 | Q1 2015 | 6 |
B. Riley Wealth Management, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q2 2015 | 6 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q1 2017 | Q2 2018 | 6 |
F-Squared Investment Management, LLC | 5 | 1 | 0.03% | 0.75% | 1.19% | Q3 2013 | Q2 2015 | 6 |
Southern Wealth Management, LLP | 6 | 6 | 0.09% | 0.10% | 0.11% | Q4 2020 | Q1 2022 | 6 |
Bellecapital International Ltd. | 4 | 2 | 0.09% | 1.83% | 6.46% | Q4 2019 | Q3 2023 | 6 |
Global Endowment Management, LP | 4 | 1 | 0.05% | 0.26% | 0.39% | Q4 2019 | Q3 2023 | 6 |
LBA Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2017 | 6 |
BARING ASSET MANAGEMENT Ltd | 5 | 1 | 0.03% | 0.22% | 0.35% | Q1 2015 | Q1 2017 | 6 |
Goodwin Investment Advisory | 5 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 6 |
SYMPHONY ASSET MANAGEMENT LLC | 3 | 3 | 0.12% | 0.62% | 1.14% | Q2 2014 | Q1 2016 | 6 |
Western Asset Management Company, LLC | 3 | 1 | 2.83% | 15.81% | 44.07% | Q4 2014 | Q1 2017 | 6 |
HARBERT FUND ADVISORS, INC. | 3 | 1 | 0.88% | 4.80% | 19.13% | Q1 2020 | Q2 2022 | 6 |
Pacer Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
10-15 ASSOCIATES, INC. | 6 | 6 | 0.23% | 0.39% | 0.54% | Q1 2016 | Q2 2017 | 6 |
Merit Financial Group, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 6 |
Element Wealth, LLC | 6 | 6 | 0.04% | 0.08% | 0.13% | Q4 2019 | Q1 2021 | 6 |
WOODMONT INVESTMENT COUNSEL LLC | 6 | 6 | 0.01% | 0.04% | 0.14% | Q2 2015 | Q3 2016 | 6 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 1.56% | 3.66% | Q2 2013 | Q1 2023 | 6 |
Barber Financial Group, Inc. | 5 | 1 | 0.04% | 0.58% | 1.07% | Q4 2018 | Q1 2022 | 6 |
Evanson Asset Management, LLC | 2 | 1 | 0.04% | 0.09% | 0.12% | Q4 2013 | Q2 2023 | 6 |
Andromeda Capital LLC | 2 | 1 | 0.57% | 2.83% | 7.34% | Q2 2013 | Q1 2014 | 6 |
Diameter Capital Partners LP | 2 | 1 | 9.02% | 18.21% | 36.26% | Q4 2017 | Q1 2022 | 6 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.21% | 0.33% | 0.53% | Q2 2020 | Q1 2022 | 6 |
Industrial Alliance Investment Management Inc. | 6 | 6 | 1.58% | 1.84% | 2.27% | Q4 2021 | Q1 2023 | 6 |
Future Financial Wealth Managment LLC | 6 | 6 | 0.15% | 0.20% | 0.23% | Q4 2020 | Q1 2022 | 6 |
abrdn Investment Management Ltd | 6 | 6 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Rathbones Group PLC | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2015 | Q3 2016 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.12% | 0.99% | 2.54% | Q4 2019 | Q3 2021 | 6 |
Sound Financial Strategies Group, LLC | 6 | 6 | 0.46% | 17.90% | 26.36% | Q3 2020 | Q4 2021 | 6 |
Investors Financial Group, LLC | 6 | 6 | 0.17% | 0.22% | 0.28% | Q3 2020 | Q4 2021 | 6 |
USA FINANCIAL FORMULAS | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2021 | 6 |
MASTERS CAPITAL MANAGEMENT LLC | 2 | 1 | 3.51% | 5.54% | 9.24% | Q4 2015 | Q1 2019 | 6 |
VERUS CAPITAL PARTNERS, LLC | 4 | 2 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 6 |
Passport Capital, LLC | 3 | 1 | 0.07% | 5.62% | 11.90% | Q2 2013 | Q2 2019 | 6 |
MARINO, STRAM & ASSOCIATES LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Prostatis Group LLC | 4 | 2 | 0.80% | 1.86% | 4.96% | Q4 2019 | Q2 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.05% | 0.14% | 0.29% | Q2 2015 | Q3 2016 | 6 |
Performa Ltd (US), LLC | 3 | 2 | 2.32% | 7.69% | 14.82% | Q4 2018 | Q2 2020 | 6 |
QUADRANT CAPITAL GROUP LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Birch Grove Capital LP | 5 | 1 | 0.01% | 0.56% | 1.80% | Q3 2019 | Q4 2022 | 6 |
TCTC Holdings, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 6 |
Eisler Capital (US) LLC | 3 | 3 | 0.09% | 3.45% | 6.31% | Q1 2023 | Q3 2023 | 6 |
KANALY TRUST CO | 3 | 1 | 0.01% | 0.02% | 0.06% | Q3 2013 | Q4 2015 | 6 |
Margaret A. Cargill Foundation | 5 | 1 | 7.07% | 12.99% | 23.13% | Q1 2015 | Q4 2016 | 6 |
NAYA CAPITAL MANAGEMENT UK LTD | 2 | 1 | 7.53% | 9.23% | 12.22% | Q4 2015 | Q1 2021 | 6 |
Enterprise Trust & Investment Co | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 6 |
Cedar Wealth Management, LLC | 6 | 6 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
CETERA INVESTMENT MANAGEMENT LLC | 6 | 6 | 1.02% | 1.82% | 3.24% | Q1 2016 | Q2 2017 | 6 |
Golden State Wealth Management, LLC | 3 | 3 | 0.05% | 0.21% | 0.30% | Q1 2019 | Q3 2020 | 6 |
CONDOR CAPITAL MANAGEMENT | 5 | 1 | 0.03% | 0.06% | 0.14% | Q4 2018 | Q3 2022 | 6 |
SHELTON CAPITAL MANAGEMENT | 3 | 1 | 0.05% | 0.67% | 2.27% | Q4 2016 | Q4 2020 | 6 |
BAILARD, INC. | 6 | 6 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2014 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.16% | 0.22% | 0.39% | Q2 2022 | Q3 2023 | 6 |
CMC Financial Group | 5 | 1 | 0.16% | 0.25% | 0.58% | Q4 2018 | Q4 2021 | 6 |
SteelBridge Private Wealth Advisors LLC | 6 | 6 | 0.62% | 1.50% | 2.45% | Q1 2016 | Q2 2017 | 6 |
EVERMAY WEALTH MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q3 2022 | 6 |
OppenheimerFunds, Inc. | 3 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q2 2017 | 6 |
First Capital Advisors Group, LLC. | 6 | 6 | 0.13% | 0.56% | 1.13% | Q4 2016 | Q1 2018 | 6 |
My Legacy Advisors, LLC | 6 | 6 | 0.89% | 2.41% | 3.29% | Q2 2022 | Q3 2023 | 6 |
Copperwynd Financial, LLC | 4 | 1 | 0.09% | 0.31% | 0.70% | Q2 2020 | Q4 2022 | 6 |
MA Private Wealth | 6 | 6 | 0.10% | 0.11% | 0.13% | Q4 2018 | Q1 2020 | 6 |
SILVERLAKE WEALTH MANAGEMENT LLC | 5 | 1 | 0.14% | 0.21% | 0.33% | Q4 2021 | Q2 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.62% | 0.67% | 0.79% | Q2 2013 | Q3 2014 | 6 |
Howard Capital Management Inc. | 4 | 2 | 0.38% | 1.48% | 2.91% | Q4 2017 | Q4 2021 | 6 |
Johnson Midwest Financial, LLC | 6 | 6 | 0.00% | 0.81% | 1.16% | Q4 2020 | Q1 2022 | 6 |
Dorsey & Whitney Trust CO LLC | 3 | 3 | 0.02% | 0.06% | 0.10% | Q2 2013 | Q3 2021 | 6 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2021 | 6 |
Altium Wealth Management LLC | 6 | 6 | 0.08% | 0.15% | 0.28% | Q4 2017 | Q1 2019 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.06% | 0.10% | 0.20% | Q2 2013 | Q3 2014 | 6 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 6 | 6 | 0.28% | 1.11% | 1.84% | Q2 2013 | Q3 2014 | 6 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.07% | 0.16% | Q2 2016 | Q4 2018 | 6 |
Bristol Advisors, LLC | 4 | 4 | 0.00% | 6.24% | 16.27% | Q1 2017 | Q4 2017 | 6 |
Crestwood Advisors Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 6 |
MANAGED ACCOUNT ADVISORS LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2015 | 6 |
Sonora Investment Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2021 | 6 |
Blue Chip Wealth Management, Inc. | 6 | 6 | 0.17% | 0.21% | 0.27% | Q2 2019 | Q3 2020 | 6 |
Israel Discount Bank of New York | 6 | 6 | 0.10% | 0.69% | 1.54% | Q1 2017 | Q2 2018 | 6 |
Fosun International Ltd | 4 | 2 | 0.38% | 1.72% | 2.70% | Q1 2020 | Q4 2021 | 6 |
Hudson Bay Capital Management LP | 3 | 3 | 0.12% | 0.34% | 1.01% | Q2 2019 | Q1 2022 | 6 |
Peak Capital Management LLC | 6 | 6 | 0.04% | 1.96% | 3.61% | Q2 2017 | Q3 2018 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.12% | 0.12% | 0.13% | Q2 2013 | Q3 2014 | 6 |
Spectrum Management Group, LLC | 4 | 2 | 0.02% | 0.04% | 0.07% | Q4 2013 | Q4 2017 | 6 |
McElhenny Sheffield Capital Management, LLC | 4 | 2 | 0.10% | 0.33% | 0.43% | Q3 2021 | Q3 2023 | 6 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.04% | 0.12% | 0.23% | Q3 2019 | Q4 2021 | 6 |
Day & Ennis, LLC | 4 | 1 | 0.10% | 0.15% | 0.24% | Q4 2015 | Q3 2021 | 6 |
Newport Capital Group, LLC | 6 | 6 | 0.93% | 1.03% | 1.09% | Q4 2020 | Q1 2022 | 6 |
Independent Portfolio Consultants, Inc. | 4 | 2 | 0.01% | 0.06% | 0.15% | Q2 2014 | Q4 2015 | 6 |
DUNCKER STREETT & CO INC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q2 2014 | 5 |
Hayden Royal, LLC | 3 | 2 | 0.38% | 1.07% | 1.70% | Q3 2019 | Q4 2020 | 5 |
Arcus Capital Partners, LLC | 5 | 5 | 0.60% | 0.67% | 0.72% | Q4 2016 | Q4 2017 | 5 |
BG Investment Services, Inc. | 5 | 5 | 2.87% | 2.98% | 3.09% | Q4 2021 | Q4 2022 | 5 |
Relative Value Partners Group, LLC | 5 | 5 | 0.07% | 0.13% | 0.19% | Q3 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.01% | 0.03% | 0.12% | Q2 2013 | Q2 2021 | 5 |
1900 WEALTH MANAGEMENT LLC | 2 | 1 | 0.03% | 0.08% | 0.18% | Q4 2020 | Q3 2023 | 5 |
Governors Lane LP | 2 | 1 | 1.21% | 6.44% | 20.84% | Q4 2015 | Q4 2018 | 5 |
Pettinga Financial Advisors LLC | 5 | 5 | 0.55% | 0.74% | 1.14% | Q4 2018 | Q4 2019 | 5 |
Strategies Wealth Advisors, LLC | 4 | 1 | 0.10% | 0.14% | 0.22% | Q2 2022 | Q3 2023 | 5 |
Lorne Steinberg Wealth Management Inc. | 2 | 1 | 0.84% | 0.95% | 1.11% | Q1 2021 | Q3 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
CT Financial Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.12% | Q1 2014 | Q3 2015 | 5 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 5 | 5 | 0.34% | 0.60% | 1.14% | Q4 2018 | Q4 2019 | 5 |
FIRST FINANCIAL CORP /IN/ | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.09% | 0.17% | 0.28% | Q1 2015 | Q1 2016 | 5 |
Community Capital Management, LLC | 4 | 1 | 0.01% | 0.04% | 0.11% | Q4 2018 | Q1 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.08% | Q4 2021 | Q4 2022 | 5 |
Alaska Wealth Advisors | 3 | 2 | 0.05% | 0.09% | 0.15% | Q4 2018 | Q1 2020 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 5 |
Tilden Park Management I LLC | 2 | 1 | 10.29% | 57.82% | 93.71% | Q4 2015 | Q1 2022 | 5 |
Crow Point Partners, LLC | 4 | 1 | 0.02% | 0.07% | 0.15% | Q3 2016 | Q4 2018 | 5 |
QCI ASSET MANAGEMENT INC/NY | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q2 2021 | 5 |
New Potomac Partners, LLC | 5 | 5 | 2.14% | 2.17% | 2.23% | Q1 2019 | Q1 2020 | 5 |
SkyOak Wealth, LLC | 5 | 5 | 0.13% | 0.15% | 0.20% | Q4 2019 | Q4 2020 | 5 |
QVT Financial LP | 5 | 5 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q1 2018 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.10% | 0.49% | 1.93% | Q4 2016 | Q4 2017 | 5 |
Gilman Hill Asset Management, LLC | 4 | 1 | 0.05% | 0.15% | 0.30% | Q4 2013 | Q4 2021 | 5 |
PICTET ASSET MANAGEMENT LTD | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2018 | 5 |
GLG LLC | 4 | 1 | 0.77% | 1.55% | 2.18% | Q1 2016 | Q2 2017 | 5 |
Farmers National Bank | 3 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 5 |
Sunbelt Securities, Inc. | 3 | 1 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 5 |
Meridian Wealth Management, LLC | 3 | 1 | 0.02% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 5 |
Blue Chip Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 5 |
Ruggie Capital Group | 4 | 1 | 0.00% | 0.03% | 0.08% | Q4 2014 | Q4 2018 | 5 |
REDMONT WEALTH ADVISORS LLC | 5 | 5 | 0.29% | 0.52% | 0.95% | Q4 2021 | Q4 2022 | 5 |
INDUS CAPITAL PARTNERS, LLC | 5 | 5 | 0.89% | 3.46% | 9.68% | Q4 2017 | Q4 2018 | 5 |
Fortress Wealth Group, LLC | 5 | 5 | 0.43% | 0.52% | 0.60% | Q3 2022 | Q3 2023 | 5 |
IMPAX ASSET MANAGEMENT LLC | 2 | 1 | 0.06% | 0.26% | 0.47% | Q4 2013 | Q4 2015 | 5 |
I.G. INVESTMENT MANAGEMENT, LTD. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q4 2016 | 5 |
FIDUCIENT ADVISORS LLC | 5 | 5 | 0.09% | 0.11% | 0.14% | Q1 2021 | Q1 2022 | 5 |
Graticule Asia Macro Advisors LLC | 2 | 1 | 0.01% | 3.39% | 11.25% | Q3 2016 | Q1 2022 | 5 |
HCR Wealth Advisors | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2020 | 5 |
KLS Diversified Asset Management LP | 2 | 1 | 1.07% | 11.41% | 20.74% | Q1 2018 | Q1 2021 | 5 |
FARR MILLER & WASHINGTON LLC/DC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q4 2017 | 5 |
Adams Wealth Management | 5 | 5 | 0.14% | 0.45% | 0.76% | Q3 2022 | Q3 2023 | 5 |
White Lighthouse Investment Management Inc. | 5 | 5 | 0.13% | 0.17% | 0.22% | Q2 2019 | Q2 2020 | 5 |
Eos Management, L.P. | 5 | 5 | 0.00% | 0.11% | 0.50% | Q4 2015 | Q4 2016 | 5 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 5 | 5 | 0.24% | 0.66% | 0.87% | Q3 2013 | Q3 2014 | 5 |
AlphaMark Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2022 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.02% | 0.26% | 0.68% | Q2 2013 | Q2 2014 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.19% | 0.20% | 0.21% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.06% | 0.07% | 0.10% | Q4 2021 | Q4 2022 | 5 |
ASSOCIATED BANC-CORP | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2021 | Q3 2022 | 5 |
GREENLEAF TRUST | 5 | 5 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q2 2023 | 5 |
Context Capital Management, LLC | 3 | 1 | 0.39% | 2.09% | 5.44% | Q1 2015 | Q1 2020 | 5 |
FIL Ltd | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
FINANCIAL LIFE ADVISORS | 5 | 5 | 1.11% | 1.41% | 1.68% | Q3 2022 | Q3 2023 | 5 |
Danda Trouve Investment Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2020 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q2 2019 | 5 |
BBT Capital Management, LLC | 5 | 5 | 0.05% | 0.26% | 0.39% | Q3 2014 | Q3 2015 | 5 |
WESTPORT RESOURCES MANAGEMENT INC | 3 | 1 | 0.00% | 0.52% | 2.54% | Q2 2013 | Q2 2016 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Blue Edge Capital, LLC | 5 | 5 | 0.47% | 0.52% | 0.57% | Q1 2016 | Q1 2017 | 5 |
Tarbox Family Office, Inc. | 5 | 5 | 0.01% | 0.07% | 0.17% | Q1 2017 | Q1 2018 | 5 |
HIGHLAND CAPITAL MANAGEMENT LP | 2 | 1 | 0.22% | 0.62% | 1.60% | Q2 2016 | Q1 2017 | 5 |
KENFARB & CO. | 5 | 5 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 5 |
Covalis Capital LLP | 2 | 1 | 1.06% | 14.02% | 62.45% | Q4 2018 | Q1 2023 | 5 |
Algebris (UK) Ltd | 2 | 1 | 3.62% | 11.62% | 18.30% | Q1 2018 | Q1 2021 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q4 2022 | 5 |
Legacy Financial Advisors, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q1 2019 | 5 |
Teilinger Capital Ltd. | 5 | 5 | 0.83% | 2.84% | 4.72% | Q3 2022 | Q3 2023 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 5 | 5 | 0.28% | 0.78% | 1.25% | Q3 2016 | Q3 2017 | 5 |
ROCKY MOUNTAIN ADVISERS, LLC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q3 2017 | Q3 2018 | 5 |
Westchester Capital Management, LLC | 3 | 2 | 1.50% | 1.85% | 2.59% | Q4 2015 | Q3 2022 | 5 |
Checchi Capital Advisers, LLC | 5 | 5 | 0.76% | 1.02% | 1.18% | Q3 2022 | Q3 2023 | 5 |
Tri-Star Advisors Inc. | 5 | 5 | 1.53% | 3.58% | 7.15% | Q2 2020 | Q2 2021 | 5 |
Verity Asset Management, Inc. | 2 | 1 | 0.16% | 1.33% | 3.76% | Q2 2016 | Q2 2021 | 5 |
MTM Investment Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
LAZARD ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2023 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
MINOT CAPITAL, LP | 5 | 5 | 0.42% | 0.60% | 0.74% | Q4 2018 | Q4 2019 | 5 |
Clear Perspective Advisors, LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2018 | 5 |
CastleKnight Management LP | 4 | 1 | 1.21% | 3.25% | 4.52% | Q2 2022 | Q3 2023 | 5 |
Cornerstone Management, Inc. | 5 | 5 | 0.46% | 0.55% | 0.70% | Q4 2014 | Q4 2015 | 5 |
Yakira Capital Management, Inc. | 4 | 1 | 0.04% | 0.11% | 0.14% | Q2 2021 | Q3 2022 | 5 |
Executive Wealth Management, LLC | 3 | 2 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2021 | 5 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 3 | 1 | 0.04% | 0.09% | 0.15% | Q4 2020 | Q4 2022 | 5 |
Camarda Financial Advisors, LLC | 3 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q1 2019 | 5 |
CQS (US), LLC | 4 | 1 | 0.23% | 3.42% | 8.10% | Q4 2019 | Q1 2021 | 5 |
EMFO, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
ALBION FINANCIAL GROUP /UT | 3 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2022 | 5 |
Jordan Park Group LLC | 4 | 1 | 0.06% | 0.31% | 0.52% | Q3 2021 | Q3 2023 | 5 |
Blankinship & Foster, LLC | 5 | 5 | 1.17% | 1.45% | 2.51% | Q4 2018 | Q4 2019 | 5 |
Full Sail Capital, LLC | 5 | 5 | 0.49% | 0.71% | 0.93% | Q4 2018 | Q4 2019 | 5 |
First Financial Bank - Trust Division | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q4 2023 | 5 |
Edmond de Rothschild (Europe) | 3 | 2 | 0.13% | 2.30% | 5.43% | Q2 2015 | Q3 2016 | 5 |
OAKTREE CAPITAL MANAGEMENT LP | 2 | 1 | 0.09% | 0.43% | 1.48% | Q2 2016 | Q4 2018 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
NAPLES GLOBAL ADVISORS, LLC | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2022 | 5 |
NKCFO LLC | 5 | 5 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q1 2022 | 5 |
TCG Advisory Services, LLC | 5 | 5 | 0.59% | 0.85% | 1.31% | Q4 2020 | Q4 2021 | 5 |
DUALITY ADVISERS, LP | 3 | 2 | 0.08% | 1.73% | 7.22% | Q4 2018 | Q3 2020 | 5 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 1 | 0.23% | 1.28% | 2.38% | Q2 2016 | Q3 2020 | 5 |
Kaizen Financial Strategies | 4 | 1 | 1.20% | 1.50% | 1.94% | Q1 2021 | Q2 2022 | 5 |
Legacy Wealth Partners, Inc. | 5 | 5 | 0.15% | 0.21% | 0.32% | Q2 2020 | Q2 2021 | 5 |
FIRST NATIONAL CORP /MA/ /ADV | 5 | 5 | 0.09% | 0.10% | 0.10% | Q4 2018 | Q4 2019 | 5 |
Redwood Investment Management, LLC | 4 | 1 | 2.94% | 6.27% | 10.96% | Q4 2017 | Q1 2020 | 5 |
AMERICAN NATIONAL BANK | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 5 |
MCIA Inc | 2 | 1 | 0.02% | 0.46% | 1.83% | Q2 2017 | Q4 2020 | 5 |
QUALCOMM INC/DE | 5 | 5 | 1.14% | 2.70% | 3.92% | Q3 2014 | Q3 2015 | 5 |
SHENKMAN CAPITAL MANAGEMENT INC | 4 | 1 | 0.16% | 0.77% | 1.29% | Q4 2019 | Q3 2023 | 5 |
Commonwealth Financial Services, LLC | 5 | 5 | 0.03% | 0.12% | 0.15% | Q4 2014 | Q4 2015 | 5 |
Lenox Wealth Advisors, LLC | 3 | 2 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q2 2021 | 5 |
OneAscent Wealth Management LLC | 5 | 5 | 0.09% | 0.13% | 0.15% | Q1 2022 | Q1 2023 | 5 |
Insight Advisors, LLC/ PA | 5 | 5 | 0.08% | 0.09% | 0.12% | Q4 2020 | Q4 2021 | 5 |
Hilton Capital Management, LLC | 5 | 5 | 0.02% | 0.05% | 0.12% | Q2 2020 | Q2 2021 | 5 |
MKP Capital Management, L.L.C. | 2 | 1 | 0.44% | 6.00% | 18.50% | Q4 2014 | Q4 2019 | 5 |
EULAV Asset Management | 5 | 5 | 0.01% | 0.06% | 0.09% | Q2 2018 | Q2 2019 | 5 |
Antonetti Capital Management LLC | 5 | 5 | 0.13% | 0.31% | 0.63% | Q2 2013 | Q2 2014 | 5 |
Baring International Investment Ltd | 5 | 5 | 0.11% | 0.13% | 0.15% | Q2 2013 | Q2 2014 | 5 |
SILVERBACK ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 1.13% | 2.79% | Q1 2016 | Q2 2023 | 5 |
LUMINUS MANAGEMENT LLC | 3 | 1 | 0.11% | 0.98% | 2.41% | Q3 2014 | Q1 2017 | 5 |
NatWest Group plc | 4 | 1 | 0.06% | 0.08% | 0.13% | Q2 2016 | Q3 2017 | 5 |
MBL Wealth, LLC | 5 | 5 | 0.10% | 0.14% | 0.18% | Q3 2022 | Q3 2023 | 5 |
HBK INVESTMENTS L P | 2 | 1 | 0.02% | 0.63% | 1.58% | Q4 2018 | Q3 2022 | 5 |
Advisory Services & Investments, LLC | 5 | 5 | 0.38% | 2.59% | 3.42% | Q1 2021 | Q1 2022 | 5 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 5 | 5 | 0.23% | 0.25% | 0.29% | Q4 2018 | Q4 2019 | 5 |
RAY GERALD L & ASSOCIATES LTD | 5 | 5 | 0.59% | 0.63% | 0.67% | Q3 2016 | Q3 2017 | 5 |
PROVIDA PENSION FUND ADMINISTRATOR | 5 | 5 | 0.01% | 0.75% | 1.30% | Q2 2020 | Q2 2021 | 5 |
WESTERN FINANCIAL Corp | 5 | 5 | 0.98% | 1.44% | 1.86% | Q4 2020 | Q4 2021 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Bracebridge Capital, LLC | 2 | 2 | 0.36% | 34.64% | 78.90% | Q4 2019 | Q1 2020 | 5 |
BOSTON ADVISORS LLC | 5 | 5 | 0.01% | 0.04% | 0.08% | Q3 2018 | Q3 2019 | 5 |
MU Investments Co., Ltd. | 2 | 1 | 0.18% | 0.36% | 0.53% | Q2 2014 | Q4 2015 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.12% | 0.13% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Signify Wealth | 5 | 5 | 1.38% | 3.20% | 4.40% | Q3 2022 | Q3 2023 | 5 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 5 |
Arkos Global Advisors | 4 | 1 | 0.07% | 0.15% | 0.26% | Q1 2022 | Q3 2023 | 5 |
GIRARD PARTNERS LTD. | 4 | 1 | 0.03% | 0.10% | 0.35% | Q3 2018 | Q3 2023 | 5 |
GLAZER CAPITAL, LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 5 |
Amundi | 3 | 2 | 0.00% | 0.02% | 0.06% | Q4 2021 | Q1 2023 | 5 |
CABANA LLC | 3 | 1 | 0.01% | 2.71% | 7.51% | Q2 2019 | Q2 2021 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.58% | 0.68% | 0.77% | Q3 2022 | Q3 2023 | 5 |
Simplify Asset Management Inc. | 3 | 1 | 0.13% | 0.99% | 3.90% | Q1 2022 | Q3 2023 | 5 |
TIEDEMANN ADVISORS, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Fortitude Advisory Group L.L.C. | 2 | 1 | 0.02% | 0.15% | 0.25% | Q4 2021 | Q3 2023 | 5 |
V Wealth Advisors LLC | 2 | 1 | 0.05% | 0.34% | 0.85% | Q1 2017 | Q2 2021 | 5 |
HighTower Trust Company, N.A. | 5 | 5 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q2 2014 | 5 |
Pentwater Capital Management LP | 5 | 5 | 0.11% | 0.15% | 0.20% | Q1 2020 | Q1 2021 | 5 |
Avondale Wealth Management | 5 | 5 | 0.01% | 1.40% | 6.88% | Q4 2017 | Q4 2018 | 5 |
Clear Creek Financial Management, LLC | 4 | 1 | 0.04% | 0.14% | 0.48% | Q3 2020 | Q3 2023 | 5 |
MONTAG A & ASSOCIATES INC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Robertson Stephens Wealth Management, LLC | 5 | 5 | 0.10% | 0.18% | 0.24% | Q4 2018 | Q4 2019 | 5 |
Orgel Wealth Management, LLC | 5 | 5 | 21.99% | 29.20% | 36.60% | Q1 2016 | Q1 2017 | 5 |
Cinctive Capital Management LP | 5 | 5 | 0.50% | 1.05% | 1.64% | Q3 2022 | Q3 2023 | 5 |
EHP Funds Inc. | 4 | 1 | 0.14% | 6.95% | 12.90% | Q1 2022 | Q3 2023 | 5 |
Cavalier Investments, LLC | 3 | 2 | 0.41% | 0.54% | 0.72% | Q4 2015 | Q2 2017 | 5 |
Lansing Street Advisors | 5 | 5 | 0.02% | 0.05% | 0.13% | Q2 2022 | Q2 2023 | 5 |
Asset Dedication, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2021 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PALISADE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q1 2017 | 4 |
ROBERTS GLORE & CO INC /IL/ | 1 | 1 | 0.18% | 0.21% | 0.22% | Q2 2016 | Q3 2023 | 4 |
SWARTHMORE GROUP INC | 3 | 1 | 0.04% | 0.25% | 0.81% | Q2 2013 | Q3 2014 | 4 |
WELCH & FORBES LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q1 2014 | 4 |
ENTRUST GLOBAL PARTNERS L L C | 4 | 4 | 4.49% | 6.05% | 7.45% | Q4 2021 | Q3 2022 | 4 |
BREITER CAPITAL MANAGEMENT INC | 2 | 1 | 0.28% | 0.34% | 0.41% | Q1 2020 | Q2 2021 | 4 |
RAYNER & HAYNOR | 4 | 4 | 0.26% | 0.27% | 0.28% | Q4 2013 | Q3 2014 | 4 |
VESTOR CAPITAL, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
SECURITY NATIONAL TRUST CO | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q3 2014 | 4 |
TWO SIGMA INVESTMENTS, LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q2 2022 | 4 |
RONALD BLUE & CO LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q2 2017 | 4 |
GoldenTree Asset Management | 4 | 4 | 2.69% | 6.43% | 12.59% | Q3 2020 | Q2 2021 | 4 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 1.66% | 9.51% | 13.12% | Q2 2013 | Q3 2020 | 4 |
SCS Capital Management LLC | 3 | 1 | 0.01% | 0.28% | 1.06% | Q3 2013 | Q4 2014 | 4 |
Nuveen Fund Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q1 2017 | Q4 2017 | 4 |
Eton Park Capital Management, L.P. | 4 | 4 | 0.10% | 0.71% | 1.20% | Q1 2016 | Q4 2016 | 4 |
Opus Capital Group, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q3 2014 | 4 |
Beaumont Financial Partners, LLC | 2 | 1 | 0.02% | 0.16% | 0.42% | Q1 2017 | Q3 2022 | 4 |
Phocas Financial Corp. | 4 | 4 | 0.00% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
GlobalBridge, Inc. | 4 | 4 | 0.39% | 0.48% | 0.57% | Q2 2013 | Q1 2014 | 4 |
Quantitative Advantage, LLC | 4 | 4 | 0.82% | 1.50% | 3.13% | Q2 2013 | Q1 2014 | 4 |
MORRIS FINANCIAL CONCEPTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Dalton Investments LLC | 2 | 2 | 0.06% | 2.18% | 4.88% | Q2 2013 | Q3 2018 | 4 |
Man Investments Ltd | 4 | 4 | 1.02% | 1.49% | 2.01% | Q3 2013 | Q2 2014 | 4 |
Financial Engines Advisors L.L.C. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2019 | 4 |
WealthTrust Fairport, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2018 | 4 |
Sentry Investments Corp. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2017 | 4 |
GAM Holding AG | 4 | 4 | 0.48% | 0.55% | 0.64% | Q2 2013 | Q1 2014 | 4 |
Stairway Partners, LLC | 4 | 4 | 1.85% | 1.87% | 1.89% | Q1 2023 | Q4 2023 | 4 |
EXCHANGE TRADED CONCEPTS, LLC | 4 | 4 | 0.91% | 3.31% | 4.69% | Q3 2020 | Q2 2021 | 4 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 0.72% | 1.80% | 3.02% | Q4 2015 | Q2 2017 | 4 |
JOYN Advisors, Inc. | 2 | 1 | 0.00% | 0.04% | 0.11% | Q1 2014 | Q4 2018 | 4 |
BRINKER CAPITAL INC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q3 2019 | Q2 2020 | 4 |
AVALON CAPITAL MANAGEMENT | 2 | 1 | 0.14% | 1.14% | 1.99% | Q3 2013 | Q1 2022 | 4 |
Arbiter Partners Capital Management LLC | 4 | 4 | 0.63% | 0.71% | 0.80% | Q1 2014 | Q4 2014 | 4 |
CASPIAN CAPITAL LP | 1 | 1 | 1.53% | 45.16% | 83.28% | Q3 2015 | Q1 2023 | 4 |
Lombard Odier Transatlantic Ltd | 4 | 4 | 0.09% | 0.45% | 0.85% | Q4 2014 | Q3 2015 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.67% | 1.11% | 1.38% | Q4 2022 | Q3 2023 | 4 |
Banco BTG Pactual S.A. | 2 | 1 | 0.00% | 0.97% | 2.96% | Q1 2021 | Q1 2023 | 4 |
Strategic Income Management, LLC | 3 | 1 | 2.59% | 2.74% | 2.83% | Q4 2014 | Q1 2016 | 4 |
Smith & Howard Wealth Management, LLC | 4 | 4 | 0.44% | 0.85% | 1.50% | Q2 2022 | Q1 2023 | 4 |
Samalin Investment Counsel, LLC | 4 | 4 | 0.23% | 0.33% | 0.45% | Q4 2019 | Q3 2020 | 4 |
Frontier Wealth Management LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2015 | Q4 2016 | 4 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.13% | 1.43% | 3.45% | Q4 2018 | Q3 2020 | 4 |
BTG Pactual Global Asset Management Ltd | 2 | 1 | 0.31% | 2.59% | 6.39% | Q1 2015 | Q2 2023 | 4 |
JFS WEALTH ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 4 |
Wildcat Capital Management, LLC | 2 | 1 | 0.86% | 2.87% | 5.03% | Q3 2016 | Q4 2019 | 4 |
Blackhawk Capital Partners LLC. | 3 | 1 | 0.38% | 1.01% | 1.58% | Q1 2019 | Q1 2020 | 4 |
Peachtree Investment Advisors, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q2 2015 | 4 |
Anfield Capital Management, LLC | 2 | 1 | 0.08% | 0.16% | 0.32% | Q4 2019 | Q3 2021 | 4 |
BTC Capital Management, Inc. | 4 | 4 | 0.90% | 1.01% | 1.09% | Q3 2014 | Q2 2015 | 4 |
Fragasso Group Inc. | 2 | 1 | 0.08% | 0.64% | 1.33% | Q3 2015 | Q4 2018 | 4 |
Lombard Odier & Cie (Canada), Limited Partnership | 4 | 4 | 0.06% | 0.44% | 0.72% | Q1 2014 | Q4 2014 | 4 |
Tradewinds Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2020 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.01% | 0.39% | 0.81% | Q3 2014 | Q3 2015 | 4 |
Ironwood Financial, llc | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Private Advisory Group LLC | 4 | 4 | 0.42% | 0.48% | 0.55% | Q2 2018 | Q1 2019 | 4 |
MV CAPITAL MANAGEMENT, INC. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q4 2016 | 4 |
Trexquant Investment LP | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 4 |
Blue Sky Asset Management, LLC | 2 | 1 | 0.08% | 4.20% | 13.24% | Q1 2017 | Q4 2020 | 4 |
Otter Creek Advisors, LLC | 2 | 1 | 3.19% | 4.68% | 6.26% | Q3 2019 | Q4 2022 | 4 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 4 |
First PREMIER Bank | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q3 2019 | 4 |
Proficio Capital Partners LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q2 2020 | 4 |
Opera Trading Capital | 3 | 1 | 0.01% | 0.11% | 0.30% | Q3 2016 | Q4 2018 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.02% | 0.23% | 0.75% | Q4 2022 | Q3 2023 | 4 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.00% | 0.17% | 0.28% | Q1 2017 | Q1 2019 | 4 |
Zions Bancorporation, N.A. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q3 2020 | 4 |
KHP Capital, LLC | 4 | 4 | 1.35% | 1.38% | 1.41% | Q4 2017 | Q3 2018 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.58% | 0.63% | 0.69% | Q4 2018 | Q3 2019 | 4 |
Yellowstone Partners, LLC | 2 | 2 | 0.11% | 0.38% | 0.64% | Q2 2016 | Q4 2017 | 4 |
Connecticut Wealth Management, LLC | 4 | 4 | 0.03% | 0.12% | 0.17% | Q2 2019 | Q1 2020 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.00% | 1.06% | 1.52% | Q4 2016 | Q1 2019 | 4 |
Premia Global Advisors, LLC | 3 | 1 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q1 2019 | 4 |
Abbrea Capital, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2017 | Q3 2018 | 4 |
Stratos Investment Management, LLC | 3 | 1 | 0.04% | 0.06% | 0.07% | Q1 2021 | Q1 2022 | 4 |
Crescent Grove Advisors, LLC | 2 | 1 | 0.08% | 0.96% | 2.68% | Q4 2018 | Q1 2023 | 4 |
AlphaCore Capital LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Parisi Gray Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Berman Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2021 | 4 |
Fluent Financial, LLC | 2 | 2 | 0.47% | 1.29% | 2.27% | Q2 2018 | Q1 2023 | 4 |
Legacy Financial Strategies, LLC | 4 | 4 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
PrairieView Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
Ballew Advisors, Inc | 4 | 4 | 0.01% | 0.13% | 0.27% | Q4 2017 | Q3 2018 | 4 |
Solstein Capital, LLC | 3 | 1 | 0.01% | 0.21% | 0.72% | Q2 2019 | Q3 2021 | 4 |
Rossmore Private Capital | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Cornell Pochily Investment Advisors, Inc. | 4 | 4 | 0.14% | 0.17% | 0.22% | Q4 2017 | Q3 2018 | 4 |
Old Port Advisors | 4 | 4 | 0.11% | 0.12% | 0.12% | Q1 2019 | Q4 2019 | 4 |
Antara Capital LP | 2 | 1 | 4.12% | 4.32% | 4.72% | Q4 2021 | Q4 2022 | 4 |
Financial & Tax Architects, LLC | 4 | 4 | 0.99% | 1.09% | 1.17% | Q1 2021 | Q4 2021 | 4 |
EWG Elevate Inc. | 3 | 1 | 0.08% | 0.14% | 0.18% | Q3 2021 | Q4 2022 | 4 |
Hillcrest Wealth Advisors - NY, LLC | 3 | 1 | 0.15% | 0.20% | 0.30% | Q3 2022 | Q3 2023 | 4 |
Ferguson Shapiro LLC | 4 | 4 | 3.03% | 3.55% | 4.09% | Q4 2020 | Q3 2021 | 4 |
Meridian Wealth Advisors, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q4 2021 | 4 |
Bain Capital Public Equity Management II, LLC | 2 | 1 | 2.95% | 4.12% | 7.01% | Q1 2022 | Q2 2023 | 4 |
Core Wealth Advisors, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
Boundary Creek Advisors LP | 1 | 1 | 0.60% | 13.80% | 48.43% | Q1 2021 | Q2 2023 | 4 |
OptiFour Integrated Wealth Management, LLC | 4 | 4 | 0.63% | 0.66% | 0.72% | Q4 2017 | Q3 2018 | 4 |
TBH Global Asset Management, LLC | 3 | 1 | 0.07% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 4 |
MOULTON WEALTH MANAGEMENT, INC | 4 | 4 | 2.63% | 3.95% | 5.21% | Q4 2020 | Q3 2021 | 4 |
Lineweaver Wealth Advisors, LLC | 4 | 4 | 0.12% | 0.15% | 0.19% | Q4 2020 | Q3 2021 | 4 |
Atlas Private Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Mission Creek Capital Partners, Inc. | 4 | 4 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Copperleaf Capital, LLC | 4 | 4 | 1.95% | 2.16% | 2.55% | Q4 2019 | Q3 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2021 | 4 |
Center for Financial Planning, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Total Clarity Wealth Management, Inc. | 4 | 4 | 0.01% | 0.07% | 0.13% | Q3 2021 | Q2 2022 | 4 |
U.S. Capital Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q4 2022 | 4 |
Eudaimonia Partners, LLC | 2 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q1 2021 | 4 |
REBALANCE, LLC | 4 | 4 | 0.70% | 0.75% | 0.82% | Q4 2022 | Q3 2023 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q2 2020 | Q1 2021 | 4 |
Verdad Advisers, LP | 3 | 1 | 0.18% | 0.64% | 1.18% | Q4 2020 | Q4 2021 | 4 |
BCK CAPITAL MANAGEMENT LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Hein Park Capital Management LP | 4 | 4 | 3.63% | 8.85% | 11.35% | Q4 2021 | Q3 2022 | 4 |
Jump Financial, LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q2 2023 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 4 | 4 | 0.32% | 0.36% | 0.38% | Q3 2022 | Q2 2023 | 4 |
Running Point Capital Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Financial Network Wealth Management LLC | 4 | 4 | 0.23% | 0.26% | 0.30% | Q4 2022 | Q3 2023 | 4 |
PATRON PARTNERS, LLC | 4 | 4 | 0.16% | 0.16% | 0.17% | Q2 2022 | Q1 2023 | 4 |
Avory & Company, LLC | 4 | 4 | 0.37% | 0.75% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Latitude Advisors, LLC | 4 | 4 | 0.30% | 0.52% | 0.92% | Q4 2020 | Q3 2021 | 4 |
Greystone Financial Group, LLC | 3 | 1 | 0.06% | 1.79% | 4.63% | Q4 2020 | Q1 2022 | 4 |
Privium Fund Management (UK) Ltd | 4 | 4 | 0.44% | 1.03% | 2.46% | Q4 2022 | Q3 2023 | 4 |
SONA ASSET MANAGEMENT (US) LLC | 3 | 1 | 5.08% | 38.97% | 67.43% | Q3 2022 | Q3 2023 | 4 |
Optiver Holding B.V. | 3 | 1 | 0.01% | 0.03% | 0.06% | Q3 2022 | Q3 2023 | 4 |
Fi3 FINANCIAL ADVISORS, LLC | 3 | 1 | 0.33% | 1.71% | 3.04% | Q2 2022 | Q2 2023 | 4 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 4 | 4 | 0.08% | 0.12% | 0.16% | Q1 2022 | Q4 2022 | 4 |
Level Financial Advisors | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
ENZI WEALTH | 4 | 4 | 0.14% | 0.77% | 1.32% | Q3 2022 | Q2 2023 | 4 |
CarsonAllaria Wealth Management, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
GPWM LLC | 4 | 4 | 4.12% | 4.24% | 4.36% | Q4 2021 | Q3 2022 | 4 |
PayPay Securities Corp | 4 | 4 | 0.04% | 0.09% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Trail Ridge Investment Advisors, LLC | 4 | 4 | 0.22% | 0.39% | 0.54% | Q4 2021 | Q3 2022 | 4 |
HFG Advisors, Inc. | 4 | 4 | 1.54% | 1.60% | 1.66% | Q4 2022 | Q3 2023 | 4 |
Roger Wittlin Investment Advisory, LLC | 4 | 4 | 0.39% | 0.50% | 0.75% | Q4 2022 | Q3 2023 | 4 |
FirstPurpose Wealth LLC | 2 | 1 | 0.22% | 0.26% | 0.32% | Q4 2021 | Q3 2023 | 4 |
SIENA CAPITAL LLC | 4 | 4 | 5.06% | 5.30% | 5.67% | Q4 2021 | Q3 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.03% | 0.06% | 0.09% | Q4 2021 | Q3 2022 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.16% | 0.29% | 0.37% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Bricktown Capital, LLC | 4 | 4 | 0.03% | 0.32% | 1.15% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 0.30% | 0.37% | 0.44% | Q4 2022 | Q3 2023 | 4 |
Atlas Merchant Capital LLC | 4 | 4 | 3.55% | 6.15% | 8.20% | Q4 2022 | Q3 2023 | 4 |
Geisinger Health | 4 | 4 | 13.22% | 20.04% | 27.41% | Q4 2022 | Q3 2023 | 4 |
Japan Science & Technology Agency | 4 | 4 | 8.54% | 9.09% | 10.17% | Q4 2022 | Q3 2023 | 4 |
Citizens Business Bank | 4 | 4 | 0.22% | 0.28% | 0.32% | Q1 2014 | Q4 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
James J. Burns & Company, LLC | 4 | 4 | 0.10% | 0.32% | 0.50% | Q3 2022 | Q2 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.05% | 0.17% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 3 | 3 | 0.00% | 0.30% | 0.69% | Q4 2022 | Q2 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.20% | 0.67% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.52% | 0.62% | 0.71% | Q4 2022 | Q3 2023 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.21% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.76% | 1.14% | Q4 2022 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 0.09% | 0.12% | 0.21% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.89% | 0.98% | 1.12% | Q4 2022 | Q3 2023 | 4 |
Michelson Medical Research Foundation, Inc. | 4 | 4 | 12.17% | 13.40% | 15.11% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.78% | 1.92% | 2.36% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 0.18% | 1.29% | 4.32% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Financial Alternatives, Inc | 4 | 4 | 3.18% | 3.44% | 3.67% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.19% | 0.44% | 0.64% | Q1 2023 | Q4 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.10% | 0.56% | 1.91% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.09% | 0.13% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Sound Stewardship, LLC | 4 | 4 | 1.98% | 2.03% | 2.13% | Q4 2022 | Q3 2023 | 4 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 4 |
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA | 2 | 2 | 3.49% | 6.26% | 10.87% | Q3 2016 | Q3 2017 | 4 |
MUNDER CAPITAL MANAGEMENT | 4 | 4 | 0.05% | 0.06% | 0.07% | Q4 2013 | Q3 2014 | 4 |
WHITENER CAPITAL MANAGEMENT, INC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 4 |
ZWJ INVESTMENT COUNSEL INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2020 | Q3 2021 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 4 |
CAPITAL ONE FINANCIAL CORP | 4 | 4 | 0.03% | 0.18% | 0.37% | Q1 2020 | Q4 2020 | 4 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
Onyx Bridge Wealth Group LLC | 3 | 3 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Alberta Investment Management Corp | 3 | 3 | 0.07% | 0.65% | 1.56% | Q2 2020 | Q4 2020 | 3 |
Portman Square Capital LLP | 1 | 1 | 0.02% | 0.40% | 1.11% | Q1 2023 | Q1 2023 | 3 |
CABOT WEALTH MANAGEMENT INC | 3 | 3 | 0.26% | 0.43% | 0.68% | Q2 2013 | Q4 2013 | 3 |
VALLEY NATIONAL ADVISERS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.54% | 0.60% | 0.69% | Q4 2021 | Q2 2022 | 3 |
Chevy Chase Trust Holdings, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2015 | 3 |
JS Capital Management LLC | 3 | 3 | 0.21% | 19.39% | 35.98% | Q1 2020 | Q3 2020 | 3 |
Thiel Macro LLC | 1 | 1 | 2.10% | 4.68% | 6.01% | Q4 2014 | Q3 2018 | 3 |
Vericrest Private Wealth | 3 | 3 | 3.45% | 3.83% | 4.44% | Q4 2021 | Q2 2022 | 3 |
Fusion Capital, LLC | 3 | 3 | 0.21% | 0.26% | 0.32% | Q4 2019 | Q2 2020 | 3 |
First Eagle Investment Management, LLC | 1 | 1 | 0.48% | 0.73% | 0.95% | Q3 2022 | Q3 2023 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Waldron Private Wealth LLC | 1 | 1 | 0.02% | 0.05% | 0.11% | Q4 2013 | Q2 2022 | 3 |
NextCapital Advisers, Inc. | 3 | 3 | 0.26% | 2.04% | 2.98% | Q1 2018 | Q3 2018 | 3 |
Williams Financial, LLC | 3 | 3 | 1.22% | 1.28% | 1.37% | Q4 2020 | Q2 2021 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Harbor Spring Capital, LLC | 3 | 3 | 11.72% | 15.16% | 18.83% | Q2 2021 | Q4 2021 | 3 |
ERTS Wealth Advisors, LLC | 2 | 1 | 0.10% | 0.50% | 0.96% | Q4 2018 | Q4 2022 | 3 |
Plan Group Financial, LLC | 2 | 1 | 1.15% | 2.57% | 4.45% | Q2 2022 | Q3 2023 | 3 |
AlphaOne Investment Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2018 | 3 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 3 |
Venturi Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Kohmann Bosshard Financial Services, LLC | 2 | 1 | 0.08% | 0.10% | 0.13% | Q1 2017 | Q4 2017 | 3 |
KFA Private Wealth Group, LLC | 3 | 3 | 0.14% | 0.15% | 0.17% | Q3 2020 | Q1 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Essex Financial Services, Inc. | 2 | 1 | 0.07% | 0.09% | 0.14% | Q2 2013 | Q1 2014 | 3 |
Segment Wealth Management, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q2 2020 | 3 |
CARL DOMINO INC | 2 | 1 | 0.24% | 0.62% | 1.14% | Q2 2013 | Q2 2015 | 3 |
FMA ADVISORY INC | 2 | 1 | 0.06% | 0.09% | 0.11% | Q2 2013 | Q2 2015 | 3 |
GLG Partners LP | 2 | 1 | 0.05% | 0.14% | 0.26% | Q4 2014 | Q4 2015 | 3 |
Steinberg Global Asset Management | 3 | 3 | 0.06% | 0.07% | 0.07% | Q4 2014 | Q2 2015 | 3 |
Berger Financial Group, Inc | 2 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 3 |
Sculptor Capital LP | 2 | 1 | 0.07% | 0.09% | 0.11% | Q4 2013 | Q4 2015 | 3 |
Beacon Capital Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
DOHJ, LLC | 3 | 3 | 0.12% | 0.35% | 0.49% | Q1 2021 | Q3 2021 | 3 |
Highland Private Wealth Management | 1 | 1 | 0.06% | 0.11% | 0.16% | Q4 2015 | Q1 2019 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
StoneX Group Inc. | 1 | 1 | 0.02% | 0.07% | 0.11% | Q2 2017 | Q4 2021 | 3 |
FURE FINANCIAL CORP | 3 | 3 | 0.92% | 1.01% | 1.07% | Q2 2021 | Q4 2021 | 3 |
Hoover Financial Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q4 2020 | 3 |
Corvid Peak Capital Management, LLC | 2 | 1 | 0.01% | 0.05% | 0.13% | Q2 2015 | Q2 2016 | 3 |
Brick & Kyle, Associates | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
LINDEN ADVISORS LP | 2 | 1 | 0.06% | 0.92% | 2.12% | Q4 2014 | Q4 2019 | 3 |
361 CAPITAL LLC | 3 | 3 | 0.67% | 1.51% | 2.75% | Q4 2015 | Q2 2016 | 3 |
Blume Capital Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2017 | 3 |
MAPLE SECURITIES USA INC | 2 | 1 | 0.16% | 0.31% | 0.40% | Q3 2013 | Q2 2014 | 3 |
Beach Point Capital Management LP | 2 | 1 | 6.73% | 17.91% | 37.55% | Q2 2020 | Q1 2021 | 3 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 3 | 3 | 0.09% | 0.15% | 0.19% | Q1 2016 | Q3 2016 | 3 |
Delta Dental Plan of Michigan, Inc. | 3 | 3 | 1.18% | 1.46% | 1.99% | Q4 2017 | Q2 2018 | 3 |
Goelzer Investment Management, Inc. | 3 | 3 | 0.06% | 0.08% | 0.10% | Q4 2022 | Q2 2023 | 3 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2023 | 3 |
Private Portfolio Partners LLC | 3 | 3 | 0.13% | 0.14% | 0.16% | Q4 2020 | Q2 2021 | 3 |
Bernicke Wealth Management, Ltd. | 3 | 3 | 0.24% | 0.38% | 0.49% | Q4 2014 | Q2 2015 | 3 |
CNO Financial Group, Inc. | 1 | 1 | 4.02% | 8.09% | 11.98% | Q3 2017 | Q1 2021 | 3 |
Bruderman Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2019 | 3 |
Better Money Decisions, LLC | 3 | 3 | 0.72% | 0.84% | 0.96% | Q1 2023 | Q3 2023 | 3 |
Anson Funds Management LP | 1 | 1 | 2.81% | 2.93% | 3.02% | Q4 2020 | Q3 2023 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Fermata Advisors, LLC | 2 | 1 | 0.09% | 0.24% | 0.50% | Q2 2021 | Q1 2022 | 3 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Price Capital Management, Inc. | 1 | 1 | 4.72% | 21.54% | 33.67% | Q3 2018 | Q3 2021 | 3 |
OXFORD ASSET MANAGEMENT LLP | 2 | 1 | 0.12% | 0.19% | 0.26% | Q3 2017 | Q2 2018 | 3 |
Loeb Offshore Management LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2014 | 3 |
BRIGHTLINE CAPITAL MANAGEMENT, LLC | 3 | 3 | 54.22% | 63.54% | 71.40% | Q1 2018 | Q3 2018 | 3 |
First Command Bank | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2017 | 3 |
TECTONIC ADVISORS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Newfleet Asset Management, LLC | 3 | 3 | 0.24% | 24.26% | 43.99% | Q4 2020 | Q2 2021 | 3 |
Empowered Funds, LLC | 1 | 1 | 0.47% | 0.77% | 1.30% | Q2 2021 | Q4 2022 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q4 2014 | Q2 2015 | 3 |
Scottrade Investment Management | 3 | 3 | 6.95% | 7.49% | 8.06% | Q1 2017 | Q3 2017 | 3 |
Centerbridge Partners | 2 | 1 | 5.19% | 7.51% | 10.08% | Q3 2015 | Q4 2016 | 3 |
Independent Advisor Alliance | 1 | 1 | 0.06% | 0.17% | 0.24% | Q1 2017 | Q4 2019 | 3 |
Cowen Investment Management LLC | 2 | 1 | 0.01% | 0.06% | 0.17% | Q1 2020 | Q2 2021 | 3 |
PAX Financial Group, LLC | 2 | 1 | 0.06% | 0.07% | 0.10% | Q4 2019 | Q2 2021 | 3 |
Ilmarinen Mutual Pension Insurance Co | 3 | 3 | 1.01% | 1.08% | 1.16% | Q2 2020 | Q4 2020 | 3 |
Nantahala Capital Management | 2 | 1 | 2.95% | 4.68% | 7.22% | Q4 2017 | Q2 2020 | 3 |
D.B. Root & Company, LLC | 3 | 3 | 0.11% | 0.43% | 0.62% | Q1 2018 | Q3 2018 | 3 |
Vigilant Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Wright Fund Management, LLC | 2 | 1 | 15.76% | 26.45% | 41.42% | Q4 2022 | Q3 2023 | 3 |
Aletheian Wealth Advisors LLC | 3 | 3 | 0.20% | 0.22% | 0.25% | Q2 2022 | Q4 2022 | 3 |
ETFIDEA, LLC | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q2 2022 | 3 |
Secrest Blakey & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
Vision Capital Management, Inc. | 3 | 3 | 1.99% | 2.00% | 2.01% | Q1 2018 | Q3 2018 | 3 |
Bernardo Wealth Planning LLC | 2 | 1 | 0.11% | 0.13% | 0.17% | Q4 2019 | Q1 2021 | 3 |
Pinnacle Wealth Management Group, Inc. | 3 | 3 | 1.77% | 1.94% | 2.08% | Q2 2021 | Q4 2021 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.06% | 0.25% | 0.58% | Q4 2021 | Q2 2023 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Strategic Investment Solutions, Inc. /IL | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
FIRST CITIZENS BANK & TRUST CO | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q4 2020 | 3 |
LMCG INVESTMENTS, LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Formidable Asset Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2013 | Q1 2014 | 3 |
RELIANCE TRUST CO OF DELAWARE | 3 | 3 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q4 2013 | 3 |
TUCKER ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 3 |
Stifel Trust Company, N.A. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q3 2014 | 3 |
SANDLER CAPITAL MANAGEMENT | 3 | 3 | 0.04% | 0.07% | 0.10% | Q1 2016 | Q3 2016 | 3 |
Connacht Asset Management LP | 3 | 3 | 9.79% | 12.61% | 14.75% | Q1 2022 | Q3 2022 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.06% | 0.08% | 0.12% | Q4 2017 | Q2 2018 | 3 |
Atlas Financial Advisors, Inc. | 3 | 3 | 0.27% | 3.29% | 9.21% | Q4 2022 | Q2 2023 | 3 |
Tradeworx Inc. | 1 | 1 | 0.12% | 0.22% | 0.38% | Q2 2013 | Q2 2014 | 3 |
London & Capital Asset Management Ltd | 3 | 3 | 0.50% | 0.60% | 0.69% | Q2 2021 | Q4 2021 | 3 |
Alken Asset Management Ltd | 3 | 3 | 0.16% | 0.21% | 0.27% | Q2 2017 | Q4 2017 | 3 |
Connor, Clark & Lunn Investment Management Ltd. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q1 2018 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.05% | 0.07% | 0.11% | Q2 2022 | Q2 2023 | 3 |
Americana Partners, LLC | 3 | 3 | 0.04% | 0.07% | 0.13% | Q1 2022 | Q3 2022 | 3 |
Wavelength Capital Management, LLC | 3 | 3 | 2.87% | 2.96% | 3.10% | Q4 2021 | Q2 2022 | 3 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 2 | 1 | 0.17% | 0.31% | 0.39% | Q4 2019 | Q2 2022 | 3 |
CV Advisors LLC | 2 | 1 | 0.66% | 0.81% | 0.98% | Q4 2021 | Q3 2022 | 3 |
Schwab Charitable Fund | 3 | 3 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q1 2022 | 3 |
Angeles Investment Advisors, LLC | 3 | 3 | 1.21% | 2.38% | 3.20% | Q2 2020 | Q4 2020 | 3 |
SEARLE & CO. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q2 2015 | 3 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.00% | 10.96% | 24.05% | Q1 2020 | Q3 2023 | 3 |
BANK OF STOCKTON | 3 | 3 | 0.08% | 0.14% | 0.18% | Q2 2013 | Q4 2013 | 3 |
Forward Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.02% | 0.11% | 0.18% | Q2 2018 | Q1 2020 | 3 |
Islet Management, LP | 3 | 3 | 3.71% | 4.35% | 5.60% | Q2 2022 | Q4 2022 | 3 |
Southern Farm Bureau Life Insurance | 3 | 3 | 3.42% | 3.65% | 3.99% | Q4 2020 | Q2 2021 | 3 |
Aureus Asset Management, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q1 2017 | Q4 2017 | 3 |
Pekin Hardy Strauss, Inc. | 2 | 1 | 0.06% | 0.12% | 0.19% | Q4 2014 | Q3 2020 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
ROBERTSON STEPHENS ADVISORS LLC | 3 | 3 | 0.60% | 0.68% | 0.77% | Q1 2017 | Q3 2017 | 3 |
Princeton Global Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 1 | 0.01% | 0.07% | 0.11% | Q2 2016 | Q1 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Breakwater Capital Group | 3 | 3 | 0.12% | 0.21% | 0.32% | Q4 2022 | Q2 2023 | 3 |
Ninepoint Partners LP | 2 | 1 | 3.74% | 8.99% | 14.92% | Q1 2021 | Q4 2021 | 3 |
Edgestream Partners, L.P. | 3 | 3 | 0.08% | 0.33% | 0.68% | Q1 2023 | Q3 2023 | 3 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 2 | 1 | 0.09% | 0.10% | 0.10% | Q1 2019 | Q4 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
Polus Capital Management Ltd | 3 | 3 | 9.38% | 14.22% | 21.42% | Q1 2023 | Q3 2023 | 3 |
Parker Investment Management, LLC | 2 | 1 | 0.63% | 0.71% | 0.76% | Q3 2019 | Q4 2020 | 3 |
DCF Advisers, LLC | 1 | 1 | 0.23% | 0.50% | 0.81% | Q1 2020 | Q3 2022 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.38% | 0.40% | 0.43% | Q1 2018 | Q3 2018 | 3 |
Leicht Financial Planning & Wealth Management, Inc. | 3 | 3 | 0.45% | 1.52% | 2.27% | Q3 2019 | Q1 2020 | 3 |
Intercontinental Wealth Advisors, LLC | 2 | 1 | 0.17% | 0.18% | 0.20% | Q2 2017 | Q2 2023 | 3 |
Systematic Alpha Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Kavar Capital Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 3 |
Knott David M Jr | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Alliance Wealth Advisors, LLC /UT | 2 | 1 | 1.54% | 1.63% | 1.78% | Q4 2022 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 1.89% | 1.92% | 1.94% | Q4 2017 | Q4 2018 | 3 |
Oxinas Partners Wealth Management LLC | 3 | 3 | 0.36% | 0.61% | 0.94% | Q1 2021 | Q3 2021 | 3 |
SAGE FINANCIAL GROUP INC | 1 | 1 | 0.09% | 0.36% | 0.51% | Q4 2014 | Q4 2017 | 3 |
SSI INVESTMENT MANAGEMENT LLC | 3 | 3 | 2.39% | 3.23% | 3.73% | Q1 2016 | Q3 2016 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q4 2018 | 3 |
Spotlight Asset Group, Inc. | 3 | 3 | 0.10% | 0.33% | 0.44% | Q4 2020 | Q2 2021 | 3 |
Swan Global Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2019 | 3 |
HERBST GROUP, LLC | 3 | 3 | 0.19% | 0.22% | 0.28% | Q4 2021 | Q2 2022 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2012 | Q2 2013 | 3 |
Worth Asset Management, LLC | 2 | 1 | 0.04% | 0.26% | 0.50% | Q3 2022 | Q3 2023 | 3 |
TD Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 3 |
Kore Private Wealth LLC | 2 | 1 | 0.00% | 0.15% | 0.23% | Q3 2019 | Q2 2020 | 3 |
BigSur Wealth Management LLC | 3 | 3 | 0.40% | 0.52% | 0.59% | Q3 2017 | Q1 2018 | 3 |
XR Securities LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2022 | 3 |
DFPG INVESTMENTS, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
Claro Advisors LLC | 2 | 1 | 0.05% | 0.11% | 0.19% | Q4 2018 | Q3 2023 | 3 |
Marietta Wealth Management, LLC | 3 | 3 | 0.32% | 0.36% | 0.41% | Q4 2016 | Q2 2017 | 3 |
Phoenix Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Newfoundland Capital Management | 1 | 1 | 0.15% | 1.24% | 2.32% | Q4 2016 | Q2 2022 | 3 |
EASTERN BANK | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
SPROTT INC. | 1 | 1 | 0.06% | 0.43% | 0.95% | Q1 2016 | Q1 2021 | 3 |
Foothills Asset Management, Ltd. | 3 | 3 | 4.64% | 4.72% | 4.79% | Q4 2013 | Q2 2014 | 3 |
Wick Capital Partners, LLC | 2 | 1 | 0.28% | 0.29% | 0.30% | Q4 2022 | Q3 2023 | 3 |
City Financial Investment Co Ltd | 2 | 1 | 0.13% | 0.99% | 1.89% | Q4 2016 | Q2 2018 | 3 |
Edge Wealth Management LLC | 2 | 1 | 0.01% | 0.06% | 0.09% | Q3 2016 | Q3 2018 | 3 |
FolioMetrix LLC | 3 | 3 | 0.04% | 0.09% | 0.14% | Q4 2014 | Q2 2015 | 3 |
Capstone Triton Financial Group, LLC | 2 | 1 | 0.08% | 0.13% | 0.16% | Q4 2020 | Q1 2023 | 3 |
Vise Technologies, Inc. | 3 | 3 | 0.10% | 0.79% | 1.76% | Q4 2021 | Q2 2022 | 3 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 3 |
Parker Financial LLC | 2 | 1 | 0.16% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 3 |
FORVIS Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
Legacy Financial Group LLC | 2 | 1 | 0.01% | 0.28% | 0.42% | Q2 2021 | Q3 2023 | 3 |
Atika Capital Management LLC | 1 | 1 | 1.04% | 2.21% | 3.21% | Q4 2018 | Q3 2022 | 3 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 3 | 3 | 0.03% | 0.05% | 0.06% | Q1 2014 | Q3 2014 | 3 |
INVESTMENT HOUSE LLC | 3 | 3 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q4 2013 | 3 |
LOGAN CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Cribstone Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2018 | 3 |
Physician Wealth Advisors, Inc. | 2 | 1 | 0.10% | 0.10% | 0.11% | Q4 2019 | Q3 2020 | 3 |
Torch Wealth Management LLC | 3 | 3 | 1.85% | 1.90% | 1.93% | Q4 2013 | Q2 2014 | 3 |
SC&H Financial Advisors, Inc. | 3 | 3 | 0.10% | 0.12% | 0.14% | Q4 2021 | Q2 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q3 2019 | 3 |
Crossmark Global Holdings, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q3 2017 | 2 |
regents capital Ltd | 2 | 2 | 4.06% | 9.49% | 14.91% | Q1 2021 | Q2 2021 | 2 |
Cleary Gull Holdings Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Vigilare Wealth Management | 2 | 2 | 0.17% | 0.19% | 0.21% | Q1 2021 | Q2 2021 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q4 2021 | 2 |
Triumph Capital Management | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Athanor Capital, LP | 1 | 1 | 3.21% | 3.72% | 4.22% | Q4 2018 | Q1 2020 | 2 |
Bedel Financial Consulting, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
RGT Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Holistic Financial Partners | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Principle Wealth Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Keystone Financial Group | 2 | 2 | 0.11% | 0.19% | 0.26% | Q4 2017 | Q1 2018 | 2 |
Blueshift Asset Management, LLC | 1 | 1 | 0.72% | 0.81% | 0.89% | Q4 2019 | Q3 2021 | 2 |
Shoals Capital Management LP | 2 | 2 | 0.37% | 1.02% | 1.68% | Q3 2019 | Q4 2019 | 2 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 13.86% | 16.90% | 19.95% | Q2 2014 | Q2 2017 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
All Season Financial Advisors, Inc. | 2 | 2 | 1.90% | 2.03% | 2.17% | Q4 2021 | Q1 2022 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2020 | 2 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.03% | 0.20% | 0.37% | Q2 2020 | Q4 2020 | 2 |
Gemsstock Ltd. | 1 | 1 | 0.01% | 0.25% | 0.48% | Q1 2021 | Q2 2022 | 2 |
Shay Capital LLC | 1 | 1 | 0.10% | 0.20% | 0.29% | Q4 2021 | Q2 2023 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
STEELHEAD PARTNERS LLC | 1 | 1 | 0.18% | 0.60% | 1.02% | Q1 2015 | Q3 2015 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2023 | Q3 2023 | 2 |
QUANTRES ASSET MANAGEMENT Ltd | 2 | 2 | 0.54% | 0.56% | 0.57% | Q3 2016 | Q4 2016 | 2 |
SP Asset Management | 2 | 2 | 0.54% | 0.80% | 1.07% | Q2 2018 | Q3 2018 | 2 |
First Ascent Asset Management, LLC | 2 | 2 | 0.63% | 0.64% | 0.64% | Q4 2019 | Q1 2020 | 2 |
Close Asset Management Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q3 2018 | 2 |
Tempus Wealth Planning, LLC | 2 | 2 | 0.40% | 0.42% | 0.43% | Q4 2022 | Q1 2023 | 2 |
First Western Trust Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Genus Capital Management Inc. | 2 | 2 | 0.58% | 0.70% | 0.82% | Q2 2023 | Q3 2023 | 2 |
Crystalline Management Inc. | 1 | 1 | 5.46% | 5.67% | 5.87% | Q1 2023 | Q3 2023 | 2 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.38% | 0.75% | Q3 2018 | Q4 2018 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
OmniStar Financial Group, Inc. | 2 | 2 | 0.04% | 0.30% | 0.56% | Q4 2019 | Q1 2020 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2018 | Q1 2019 | 2 |
Plaisance Capital LLC | 2 | 2 | 9.63% | 10.11% | 10.59% | Q1 2022 | Q2 2022 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q2 2022 | 2 |
Paladin Advisory Group, LLC | 2 | 2 | 0.04% | 0.07% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 2 |
Carmel Capital Partners, LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Sharkey, Howes & Javer | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2017 | Q4 2019 | 2 |
ALERUS FINANCIAL NA | 1 | 1 | 0.03% | 0.34% | 0.65% | Q2 2016 | Q2 2020 | 2 |
FDO Partners, LLC | 2 | 2 | 2.73% | 15.00% | 27.26% | Q4 2017 | Q1 2018 | 2 |
Carlyle Group Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2015 | 2 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 2 | 2 | 2.72% | 2.76% | 2.80% | Q1 2016 | Q2 2016 | 2 |
Richard P Slaughter Associates Inc | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2020 | Q3 2020 | 2 |
BRAVE ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Penn Capital Management Company, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2015 | Q2 2015 | 2 |
NN Investment Partners Holdings N.V. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q2 2021 | 2 |
Intrua Financial, LLC | 1 | 1 | 0.20% | 0.37% | 0.54% | Q2 2020 | Q4 2020 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2015 | 2 |
One William Street Capital Management, L.P. | 2 | 2 | 70.68% | 83.25% | 95.82% | Q4 2018 | Q1 2019 | 2 |
BFAM Partners (Cayman) Ltd | 1 | 1 | 10.93% | 18.32% | 25.71% | Q2 2020 | Q1 2021 | 2 |
Hall Kathryn A. | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2020 | Q3 2020 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Blue Door Asset Management, LLC | 1 | 1 | 0.64% | 0.86% | 1.07% | Q1 2023 | Q1 2023 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2021 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 0.92% | 0.96% | 0.99% | Q1 2014 | Q2 2014 | 2 |
VIEWPOINT INVESTMENT PARTNERS CORP | 1 | 1 | 0.00% | 2.17% | 4.34% | Q4 2018 | Q3 2023 | 2 |
CARDIFF PARK ADVISORS, LLC | 2 | 2 | 0.15% | 0.23% | 0.31% | Q4 2021 | Q1 2022 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q4 2022 | 2 |
Thomas J. Herzfeld Advisors, Inc. | 2 | 2 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q1 2018 | 2 |
Arthur Zaske & Associates, LLC | 2 | 2 | 0.73% | 0.95% | 1.17% | Q3 2016 | Q4 2016 | 2 |
Garda Capital Partners LP | 2 | 2 | 0.14% | 0.26% | 0.37% | Q4 2022 | Q1 2023 | 2 |
Blackston Financial Advisory Group, LLC | 2 | 2 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
M.D. Sass, Inc. | 2 | 2 | 1.06% | 1.19% | 1.32% | Q2 2023 | Q3 2023 | 2 |
MADISON INVESTMENT HOLDINGS INC | 2 | 2 | 0.15% | 0.24% | 0.33% | Q4 2013 | Q1 2014 | 2 |
SFI Advisors, LLC | 2 | 2 | 0.26% | 0.34% | 0.41% | Q4 2021 | Q1 2022 | 2 |
Broadview Financial Management, LLC | 2 | 2 | 0.21% | 0.23% | 0.26% | Q4 2017 | Q1 2018 | 2 |
Forum Financial Management, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
OAK HARBOR WEALTH PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Jenkins Wealth | 1 | 1 | 1.97% | 2.09% | 2.20% | Q4 2021 | Q4 2022 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
JHL Capital Group LLC | 2 | 2 | 1.16% | 1.39% | 1.61% | Q2 2015 | Q3 2015 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 2 |
Source Financial Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q2 2023 | 2 |
Fullerton Fund Management Co Ltd. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q4 2020 | 2 |
Objective Capital Management, LLC | 1 | 1 | 0.29% | 0.37% | 0.46% | Q4 2021 | Q3 2023 | 2 |
Secure Asset Management, LLC | 1 | 1 | 0.39% | 0.43% | 0.47% | Q4 2019 | Q2 2020 | 2 |
Numen Capital LLP | 1 | 1 | 4.73% | 12.58% | 20.42% | Q1 2017 | Q3 2017 | 2 |
Autonomy Capital (Jersey) L.P. | 2 | 2 | 2.40% | 2.56% | 2.73% | Q1 2018 | Q2 2018 | 2 |
SENTINEL TRUST CO LBA | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q2 2019 | 2 |
FORTE ASSET MANAGEMENT LLC | 2 | 2 | 0.71% | 1.38% | 2.05% | Q2 2022 | Q3 2022 | 2 |
EMERGING SOVEREIGN GROUP LLC | 1 | 1 | 0.23% | 0.28% | 0.33% | Q4 2014 | Q4 2015 | 2 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 2 |
Sound Point Capital Management, LP | 2 | 2 | 5.67% | 5.91% | 6.16% | Q3 2021 | Q4 2021 | 2 |
Wealth Advisory Solutions, LLC | 1 | 1 | 0.10% | 0.69% | 1.28% | Q1 2021 | Q2 2023 | 2 |
Rokos Capital Management LLP | 1 | 1 | 1.07% | 2.13% | 3.18% | Q3 2022 | Q3 2023 | 2 |
MYDA Advisors LLC | 1 | 1 | 1.60% | 1.67% | 1.74% | Q1 2019 | Q3 2023 | 2 |
FIR TREE CAPITAL MANAGEMENT LP | 1 | 1 | 2.85% | 5.72% | 8.60% | Q1 2017 | Q3 2017 | 2 |
SPX Gestao de Recursos Ltda | 1 | 1 | 2.40% | 5.39% | 8.37% | Q2 2022 | Q2 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.10% | 0.57% | 1.03% | Q4 2022 | Q1 2023 | 2 |
Black Maple Capital Management LP | 1 | 1 | 2.53% | 7.44% | 12.36% | Q4 2015 | Q2 2016 | 2 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q1 2018 | 2 |
Pharo Management, Inc. | 1 | 1 | 0.15% | 3.23% | 6.31% | Q4 2019 | Q1 2023 | 2 |
Private Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2020 | Q2 2020 | 2 |
CMT TRADING LLC | 2 | 2 | 1.10% | 1.29% | 1.47% | Q1 2017 | Q2 2017 | 2 |
ATWOOD & PALMER INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Dunhill Financial, LLC | 2 | 2 | 0.13% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Winch Advisory Services, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2015 | Q4 2017 | 2 |
ARGENTIERE CAPITAL AG | 2 | 2 | 7.52% | 13.25% | 18.99% | Q4 2018 | Q1 2019 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.32% | 0.32% | 0.32% | Q2 2023 | Q3 2023 | 2 |
HARBOR CAPITAL ADVISORS, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q4 2023 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Bain Capital Public Equity, LP | 1 | 1 | 3.40% | 3.65% | 3.90% | Q4 2022 | Q2 2023 | 2 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2022 | 2 |
University of Southern California | 2 | 2 | 1.73% | 2.10% | 2.47% | Q4 2012 | Q1 2013 | 2 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2016 | Q4 2016 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.18% | 0.21% | 0.24% | Q3 2016 | Q3 2017 | 2 |
Arcadia Wealth Management, LLC | 2 | 2 | 0.38% | 0.41% | 0.43% | Q4 2022 | Q1 2023 | 2 |
Chesley Taft & Associates LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q4 2013 | 2 |
TFB Advisors LLC | 1 | 1 | 2.17% | 2.95% | 3.74% | Q4 2022 | Q2 2023 | 2 |
BURNEY CO/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 2 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 2 | 2 | 1.76% | 2.45% | 3.15% | Q4 2020 | Q1 2021 | 2 |
STEPH & CO | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 2 |
AlphaQ Advisors LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q1 2023 | 2 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
NATIXIS ADVISORS, L.P. | 1 | 1 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q4 2022 | 2 |
COWEN INC. | 2 | 2 | 0.01% | 0.05% | 0.08% | Q4 2018 | Q1 2019 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.93% | 1.23% | 1.53% | Q2 2023 | Q3 2023 | 2 |
Trilantic Capital Management L.P. | 2 | 2 | 8.39% | 15.74% | 23.08% | Q2 2022 | Q3 2022 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q2 2023 | Q3 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.62% | 0.82% | 1.02% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.30% | 0.31% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Symmetry Partners, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q3 2018 | Q4 2018 | 2 |
Royal Harbor Partners, LLC | 2 | 2 | 2.96% | 2.97% | 2.98% | Q3 2022 | Q4 2022 | 2 |
FCG ADVISORS, LLC | 1 | 1 | 0.23% | 0.36% | 0.48% | Q4 2014 | Q2 2017 | 2 |
Prosperity Wealth Management, Inc. | 2 | 2 | 0.31% | 0.89% | 1.47% | Q4 2022 | Q1 2023 | 2 |
W.G. Shaheen & Associates DBA Whitney & Co | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
OLYMPUS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.86% | 1.56% | Q1 2022 | Q3 2022 | 2 |
VALUE PARTNERS LTD /ADV | 2 | 2 | 9.66% | 9.68% | 9.69% | Q3 2015 | Q4 2015 | 2 |
Peoples Bank/KS | 2 | 2 | 0.07% | 0.10% | 0.13% | Q3 2023 | Q4 2023 | 2 |
FEDERAL RESERVE BANK OF NEW YORK | 2 | 2 | 3.86% | 3.91% | 3.97% | Q4 2020 | Q1 2021 | 2 |
Belvedere Trading LLC | 2 | 2 | 0.33% | 0.51% | 0.68% | Q4 2020 | Q1 2021 | 2 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.12% | 0.62% | 1.12% | Q3 2013 | Q2 2019 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.36% | 0.43% | 0.50% | Q2 2013 | Q3 2013 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 2 |
CTC LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q4 2022 | 2 |
PFM Health Sciences, LP | 1 | 1 | 0.72% | 0.79% | 0.85% | Q1 2015 | Q1 2016 | 2 |
Partner Investment Management, L.P. | 1 | 1 | 0.73% | 0.76% | 0.80% | Q1 2015 | Q1 2016 | 2 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 2 |
Cheviot Value Management, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2018 | Q3 2018 | 2 |
Alaska Permanent Capital Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Weaver Consulting Group | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
Algebris Investments (UK) LLP | 1 | 1 | 7.87% | 10.11% | 12.35% | Q2 2014 | Q2 2016 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
FIRST NATIONAL BANK OF OMAHA | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q1 2023 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 4.70% | 5.49% | 6.27% | Q4 2015 | Q4 2017 | 2 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 0.27% | 1.40% | 2.54% | Q2 2013 | Q4 2014 | 2 |
Stokes Family Office, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q1 2022 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 2 |
Mattern Wealth Management LLC | 1 | 1 | 0.14% | 0.26% | 0.37% | Q4 2019 | Q3 2020 | 2 |
683 Capital Management, LLC | 2 | 2 | 0.78% | 0.88% | 0.98% | Q4 2018 | Q1 2019 | 2 |
Venator Capital Management Ltd. | 2 | 2 | 15.65% | 19.32% | 22.98% | Q3 2016 | Q4 2016 | 2 |
HighMark Wealth Management LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q4 2019 | Q1 2020 | 2 |
PEAK6 Group LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2015 | Q4 2017 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
ATALANTA SOSNOFF CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.31% | 0.43% | 0.55% | Q2 2014 | Q2 2017 | 2 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2019 | Q1 2020 | 2 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 7.09% | 9.70% | 12.31% | Q2 2014 | Q1 2023 | 2 |
Fortress Investment Group LLC | 1 | 1 | 0.02% | 0.07% | 0.12% | Q3 2013 | Q3 2014 | 2 |
ARROW FINANCIAL CORP | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q4 2015 | 2 |
RUSSELL FRANK CO/ | 2 | 2 | 0.14% | 0.22% | 0.31% | Q2 2013 | Q3 2013 | 2 |
Stanford Investment Group, Inc. | 2 | 2 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q4 2015 | 2 |
Laird Norton Wetherby Trust Company, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2021 | Q4 2021 | 2 |
ALPS ADVISORS INC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2014 | 2 |
Round Table Services, LLC | 2 | 2 | 0.19% | 0.22% | 0.26% | Q1 2014 | Q2 2014 | 2 |
BlueCrest Capital Management LLP | 1 | 1 | 0.02% | 0.59% | 1.16% | Q3 2013 | Q2 2014 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Aurelius Capital Management, LP | 2 | 2 | 45.18% | 45.24% | 45.30% | Q2 2016 | Q3 2016 | 2 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 1.82% | 4.16% | 6.51% | Q1 2020 | Q3 2020 | 2 |
J.P. Turner & Co Capital Mnagement, LLC | 2 | 2 | 0.26% | 0.27% | 0.29% | Q1 2015 | Q2 2015 | 2 |
FOUNDERS BANK & TRUST | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 1 | 1 | 0.00% | 0.11% | 0.22% | Q3 2018 | Q2 2021 | 2 |
EJF Capital LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q2 2015 | Q3 2015 | 2 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
ADE, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
tru Independence LLC | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2021 | 2 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 2 | 2 | 2.81% | 4.89% | 6.97% | Q4 2014 | Q1 2015 | 2 |
BROWN ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2020 | 2 |
True Link Financial Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q1 2021 | 2 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.10% | 0.15% | Q4 2019 | Q1 2021 | 2 |
Silver Point Capital L.P. | 1 | 1 | 0.00% | 4.29% | 8.58% | Q1 2016 | Q3 2019 | 2 |
HC FINANCIAL ADVISORS INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Independence Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
VAUGHAN & Co SECURITIES, INC. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 2 | 2 | 0.78% | 1.43% | 2.08% | Q3 2021 | Q4 2021 | 2 |
Sabal Trust CO | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q3 2023 | 2 |
AFFINITY WEALTH MANAGEMENT LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q3 2013 | 2 |
InTrack Investment Management Inc | 2 | 2 | 0.25% | 0.28% | 0.30% | Q1 2021 | Q2 2021 | 2 |
LONESTAR CAPITAL MANAGEMENT LLC | 2 | 2 | 8.20% | 10.17% | 12.14% | Q1 2023 | Q2 2023 | 2 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 2 | 2 | 0.18% | 0.19% | 0.21% | Q1 2018 | Q2 2018 | 2 |
JANUS HENDERSON INVESTORS US LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 2 |
Empyrean Capital Partners, LP | 1 | 1 | 1.02% | 1.56% | 2.10% | Q1 2016 | Q2 2018 | 2 |
Independence Trust CO | 2 | 2 | 0.19% | 0.27% | 0.36% | Q4 2014 | Q1 2015 | 2 |
Luxor Capital Group, LP | 1 | 1 | 1.82% | 7.30% | 12.79% | Q1 2021 | Q4 2021 | 2 |
Fiduciary Trust Co International of Pennsylvania | 1 | 1 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2015 | 2 |
Eisler Capital (UK) Ltd. | 1 | 1 | 0.42% | 3.04% | 5.66% | Q1 2021 | Q3 2021 | 2 |
Edgemoor Investment Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Ironsides Asset Advisors, LLC | 2 | 2 | 0.16% | 0.20% | 0.24% | Q2 2014 | Q3 2014 | 2 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 2 | 2 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q1 2023 | 2 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Private Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.12% | 0.20% | Q1 2020 | Q3 2021 | 2 |
UNITED BANK | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Burt Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q1 2016 | 2 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 2 | 2 | 0.03% | 0.06% | 0.09% | Q1 2019 | Q2 2019 | 2 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2018 | Q1 2019 | 2 |
HAVENS ADVISORS LLC | 2 | 2 | 0.62% | 1.05% | 1.47% | Q4 2015 | Q1 2016 | 2 |
WILLIAMS JONES & ASSOCIATES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
PERRITT CAPITAL MANAGEMENT INC | 2 | 2 | 0.41% | 0.41% | 0.42% | Q1 2015 | Q2 2015 | 2 |
Farmers & Merchants Trust Co of Chambersburg PA | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2019 | 2 |
Silver Rock Financial LP | 1 | 1 | 2.14% | 3.22% | 4.29% | Q2 2018 | Q4 2018 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
BCWM, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2014 | Q1 2015 | 2 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 3.74% | 4.44% | 5.14% | Q3 2017 | Q3 2018 | 2 |
BALLAST ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Leonard Green & Partners, L.P. | 1 | 1 | 0.45% | 1.37% | 2.29% | Q3 2018 | Q4 2021 | 2 |
CALDWELL & ORKIN INC | 1 | 1 | 1.92% | 2.15% | 2.38% | Q4 2014 | Q3 2015 | 2 |
SENTINEL ASSET MANAGEMENT, INC. | 2 | 2 | 2.40% | 2.93% | 3.46% | Q1 2016 | Q2 2016 | 2 |
MANCHESTER FINANCIAL INC | 2 | 2 | 4.27% | 4.70% | 5.12% | Q1 2021 | Q2 2021 | 2 |
NICOLET BANKSHARES INC | 1 | 1 | 0.02% | 0.14% | 0.26% | Q3 2019 | Q1 2021 | 2 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.16% | 0.31% | Q3 2017 | Q2 2018 | 2 |
LEUTHOLD GROUP, LLC | 2 | 2 | 0.53% | 0.67% | 0.82% | Q4 2014 | Q1 2015 | 2 |
AFAM CAPITAL, INC. | 1 | 1 | 0.17% | 0.23% | 0.30% | Q2 2016 | Q4 2016 | 2 |
Family Management Corp | 2 | 2 | 2.42% | 3.11% | 3.80% | Q2 2022 | Q3 2022 | 2 |
NICOLA WEALTH MANAGEMENT LTD. | 2 | 2 | 1.48% | 1.57% | 1.65% | Q2 2018 | Q3 2018 | 2 |
GPS Wealth Strategies Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 2 |
Advisory Resource Group | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2021 | Q2 2021 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Wealth & Pension Services Group, Inc. | 1 | 1 | 1.81% | 1.81% | 1.81% | Q3 2018 | Q3 2018 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
Eversept Partners, LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
Worth Venture Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
Shepherd Financial Partners LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
IPL Advisers, LLC | 1 | 1 | 34.63% | 34.63% | 34.63% | Q4 2016 | Q4 2016 | 1 |
First Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TLW Wealth Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
Symmetry Investments LP | 1 | 1 | 1.33% | 1.33% | 1.33% | Q3 2021 | Q3 2021 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Bayview Asset Management, LLC | 1 | 1 | 17.66% | 17.66% | 17.66% | Q4 2020 | Q4 2020 | 1 |
JANA PARTNERS LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2018 | Q4 2018 | 1 |
Nalls Sherbakoff Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Advisor OS, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2020 | Q2 2020 | 1 |
Yarbrough Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Value Monitoring, Inc. | 1 | 1 | 16.74% | 16.74% | 16.74% | Q3 2019 | Q3 2019 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Ice Pond Lane Advisers, LLC | 1 | 1 | 45.69% | 45.69% | 45.69% | Q4 2016 | Q4 2016 | 1 |
Highwater Wealth Management, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2017 | Q2 2017 | 1 |
Catamount Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Honeycomb Asset Management LP | 1 | 1 | 4.40% | 4.40% | 4.40% | Q1 2022 | Q1 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HORIZON FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SPINNAKER TRUST | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2013 | Q2 2013 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 12.99% | 12.99% | 12.99% | Q3 2023 | Q3 2023 | 1 |
Warlander Asset Management, LP | 1 | 1 | 21.68% | 21.68% | 21.68% | Q2 2017 | Q2 2017 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2022 | Q4 2022 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Ameraudi Asset Management, Inc. | 1 | 1 | 0.84% | 0.84% | 0.84% | Q1 2020 | Q1 2020 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Canal Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Financial Strategies Group, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q1 2022 | Q1 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2020 | Q1 2020 | 1 |
Union Square Park Capital Management, LLC | 1 | 1 | 9.09% | 9.09% | 9.09% | Q3 2021 | Q3 2021 | 1 |
Alpha Omega Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Tarsadia Capital, LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q1 2020 | Q1 2020 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Lodbrok Capital LLP | 1 | 1 | 23.42% | 23.42% | 23.42% | Q3 2022 | Q3 2022 | 1 |
EPIQ Capital Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Cardan Capital Partners, LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2015 | Q4 2015 | 1 |
Deane Retirement Strategies, Inc. | 1 | 1 | 2.29% | 2.29% | 2.29% | Q4 2021 | Q4 2021 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 6.27% | 6.27% | 6.27% | Q4 2019 | Q4 2019 | 1 |
Maple Rock Capital Partners | 1 | 1 | 6.70% | 6.70% | 6.70% | Q4 2022 | Q4 2022 | 1 |
Railway Pension Investments Ltd | 1 | 1 | 2.95% | 2.95% | 2.95% | Q4 2019 | Q4 2019 | 1 |
Williams Jones Wealth Management, LLC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Mudrick Capital Management, L.P. | 1 | 1 | 4.86% | 4.86% | 4.86% | Q4 2017 | Q4 2017 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
Tredje AP-fonden | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Fort Warren Capital Management, LP | 1 | 1 | 31.62% | 31.62% | 31.62% | Q4 2015 | Q4 2015 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2013 | Q2 2013 | 1 |
BRASADA CAPITAL MANAGEMENT, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
GFG Capital, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
HARVEST MANAGEMENT LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2020 | Q1 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Pacific Grove Capital LP | 1 | 1 | 3.36% | 3.36% | 3.36% | Q4 2015 | Q4 2015 | 1 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q4 2019 | Q4 2019 | 1 |
Firestone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Resolute Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Lebenthal Holdings,LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2014 | Q4 2014 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Nishkama Capital, LLC | 1 | 1 | 2.46% | 2.46% | 2.46% | Q4 2020 | Q4 2020 | 1 |
Farmstead Capital Management, LLC | 1 | 1 | 39.09% | 39.09% | 39.09% | Q2 2016 | Q2 2016 | 1 |
Apertura Capital, LLC | 1 | 1 | 7.28% | 7.28% | 7.28% | Q3 2016 | Q3 2016 | 1 |
S.A. Mason LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Parcion Private Wealth LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Apella Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
CMT Capital Markets Trading GmbH | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2017 | Q1 2017 | 1 |
Taylor Frigon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Apeiron RIA LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Bayesian Capital Management, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2019 | Q4 2019 | 1 |
TCG Advisors, LP | 1 | 1 | 1.08% | 1.08% | 1.08% | Q2 2020 | Q2 2020 | 1 |
Aurora Private Wealth, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
Capital Planning Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2017 | Q2 2017 | 1 |
Gruss Capital Management LP | 1 | 1 | 6.20% | 6.20% | 6.20% | Q4 2016 | Q4 2016 | 1 |
Pinnacle Wealth Management Advisory Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
MPAM CREDIT TRADING PARTNERS L.P. | 1 | 1 | 18.67% | 18.67% | 18.67% | Q4 2014 | Q4 2014 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
McNamara Financial Services, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
Prosiris Capital Management LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q1 2015 | Q1 2015 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2017 | Q3 2017 | 1 |
WINTON GROUP Ltd | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
American Family Insurance Mutual Holding Co | 1 | 1 | 66.85% | 66.85% | 66.85% | Q4 2019 | Q4 2019 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Hitchwood Capital Management LP | 1 | 1 | 10.25% | 10.25% | 10.25% | Q3 2015 | Q3 2015 | 1 |
Caprock Group, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2016 | Q2 2016 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
RBF Capital, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2015 | Q4 2015 | 1 |
SoftVest Advisors, LLC | 1 | 1 | 22.40% | 22.40% | 22.40% | Q1 2020 | Q1 2020 | 1 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q1 2020 | Q1 2020 | 1 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Baymount Management LP | 1 | 1 | 13.64% | 13.64% | 13.64% | Q4 2019 | Q4 2019 | 1 |
Stanley-Laman Group, Ltd. | 1 | 1 | 11.82% | 11.82% | 11.82% | Q1 2016 | Q1 2016 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Citizens National Bank Trust Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
TFG Advisers LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
COLUMBIA ADVISORY PARTNERS LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2015 | Q3 2015 | 1 |
BRYN MAWR TRUST Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Symetra Investment Management Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Van Hulzen Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Clearline Capital LP | 1 | 1 | 2.57% | 2.57% | 2.57% | Q2 2016 | Q2 2016 | 1 |
Bank Pictet & Cie (Europe) AG | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 1 | 1 | 2.65% | 2.65% | 2.65% | Q3 2018 | Q3 2018 | 1 |
Silver Rock Financial LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q1 2016 | Q1 2016 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Kinloch Capital, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Friedenthal Financial | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2022 | Q2 2022 | 1 |
Sharp Capital Gestora de Recursos Ltda. | 1 | 1 | 6.42% | 6.42% | 6.42% | Q3 2022 | Q3 2022 | 1 |
Maniyar Capital Advisors UK Ltd. | 1 | 1 | 47.49% | 47.49% | 47.49% | Q1 2022 | Q1 2022 | 1 |
Hartree Partners, LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2019 | Q3 2019 | 1 |
140 Summer Partners LP | 1 | 1 | 21.54% | 21.54% | 21.54% | Q1 2022 | Q1 2022 | 1 |
Parkwood LLC | 1 | 1 | 15.87% | 15.87% | 15.87% | Q4 2020 | Q4 2020 | 1 |
SevenOneSeven Capital Management | 1 | 1 | 2.39% | 2.39% | 2.39% | Q1 2021 | Q1 2021 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2022 | Q1 2022 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Client First Capital LLC | 1 | 1 | 1.97% | 1.97% | 1.97% | Q4 2021 | Q4 2021 | 1 |
HGI Capital Management, LLC | 1 | 1 | 6.03% | 6.03% | 6.03% | Q4 2018 | Q4 2018 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Sessa Capital IM, L.P. | 1 | 1 | 3.37% | 3.37% | 3.37% | Q3 2020 | Q3 2020 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2021 | Q2 2021 | 1 |
COURAGE CAPITAL MANAGEMENT LLC | 1 | 1 | 7.35% | 7.35% | 7.35% | Q1 2016 | Q1 2016 | 1 |
Aristides Capital LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q1 2020 | Q1 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
TDAM USA INC. | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2013 | Q3 2013 | 1 |
Sage Mountain Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
Arbor Investment Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2016 | Q2 2016 | 1 |
Golden Green, Inc. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2020 | Q4 2020 | 1 |
Scoria Capital Partners LP | 1 | 1 | 2.02% | 2.02% | 2.02% | Q4 2014 | Q4 2014 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Diversified, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
Kazazian Asset Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2015 | Q2 2015 | 1 |
BOW STREET LLC | 1 | 1 | 4.91% | 4.91% | 4.91% | Q3 2014 | Q3 2014 | 1 |
EXELON CORP | 1 | 1 | 15.74% | 15.74% | 15.74% | Q4 2021 | Q4 2021 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2016 | Q4 2016 | 1 |
Fernwood Investment Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2018 | Q3 2018 | 1 |
Addison Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Headlands Technologies LLC | 1 | 1 | 2.38% | 2.38% | 2.38% | Q3 2023 | Q3 2023 | 1 |
Rothschild Capital Partners, LLC | 1 | 1 | 4.88% | 4.88% | 4.88% | Q2 2019 | Q2 2019 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Talkot Capital, LLC | 1 | 1 | 11.84% | 11.84% | 11.84% | Q3 2016 | Q3 2016 | 1 |
Whitnell & Co. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Prudence Asset Management Ltd | 1 | 1 | 10.10% | 10.10% | 10.10% | Q1 2016 | Q1 2016 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q4 2014 | 1 |
NewGen Asset Management Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CoreFirst Bank & Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
LANDAAS & CO /WI /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BLOOM TREE PARTNERS, LLC | 1 | 1 | 8.69% | 8.69% | 8.69% | Q4 2018 | Q4 2018 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2013 | Q2 2013 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2019 | Q4 2019 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q1 2018 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Thomasville National Bank | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Financial Designs Corp | 1 | 1 | 0.99% | 0.99% | 0.99% | Q4 2022 | Q4 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
DEFINED WEALTH MANAGEMENT, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Flow State Investments, L.P. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q3 2023 | Q3 2023 | 1 |
Prince Street Capital Management LLC | 1 | 1 | 3.23% | 3.23% | 3.23% | Q3 2020 | Q3 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HT Partners LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2013 | Q2 2013 | 1 |
Concentric Capital Strategies, LP | 1 | 1 | 2.02% | 2.02% | 2.02% | Q2 2022 | Q2 2022 | 1 |
Triatomic Management LP | 1 | 1 | 4.10% | 4.10% | 4.10% | Q3 2022 | Q3 2022 | 1 |
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC | 1 | 1 | 31.25% | 31.25% | 31.25% | Q4 2015 | Q4 2015 | 1 |
PINNBROOK CAPITAL MANAGEMENT LP | 1 | 1 | 30.11% | 30.11% | 30.11% | Q1 2022 | Q1 2022 | 1 |
Pendal Group Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2019 | Q1 2019 | 1 |
Gladius Capital Management LP | 1 | 1 | 2.00% | 2.00% | 2.00% | Q2 2017 | Q2 2017 | 1 |
United Asset Strategies, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2014 | Q1 2014 | 1 |
Standard Investments LLC | 1 | 1 | 1.99% | 1.99% | 1.99% | Q1 2014 | Q1 2014 | 1 |
PERRY CAPITAL | 1 | 1 | 3.54% | 3.54% | 3.54% | Q2 2016 | Q2 2016 | 1 |
Crestline Management, LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2019 | Q2 2019 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2019 | Q1 2019 | 1 |
Progeny 3, Inc. | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2022 | Q3 2022 | 1 |
Y.D. More Investments Ltd | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
GOULD ASSET MANAGEMENT LLC /CA/ | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2015 | Q4 2015 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2015 | Q4 2015 | 1 |
ELEMENT CAPITAL MANAGEMENT LLC | 1 | 1 | 43.80% | 43.80% | 43.80% | Q1 2014 | Q1 2014 | 1 |
Logan Stone Capital, LLC | 1 | 1 | 5.18% | 5.18% | 5.18% | Q3 2022 | Q3 2022 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 6.16% | 6.16% | 6.16% | Q1 2020 | Q1 2020 | 1 |
RPO LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Neuberger Berman Canada ULC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Schubert & Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
T. Rowe Price Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Wayfinding Financial, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2023 | Q1 2023 | 1 |
Candlewood Investment Group, LP | 1 | 1 | 8.53% | 8.53% | 8.53% | Q2 2017 | Q2 2017 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lyons Wealth Management, LLC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2013 | Q3 2013 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2021 | Q4 2021 | 1 |
Manhattan West Asset Management, LLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q4 2021 | Q4 2021 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
HG Vora Capital Management, LLC | 1 | 1 | 22.57% | 22.57% | 22.57% | Q3 2016 | Q3 2016 | 1 |
Transparent Wealth Partners LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
CI Global Investments Inc. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2016 | Q2 2016 | 1 |
Horizon Kinetics | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cohanzick Management, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q4 2021 | Q4 2021 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Kathleen S. Wright Associates Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CYPRESS FUNDS LLC | 1 | 1 | 4.51% | 4.51% | 4.51% | Q4 2015 | Q4 2015 | 1 |
DG Capital Management, LLC | 1 | 1 | 25.18% | 25.18% | 25.18% | Q1 2016 | Q1 2016 | 1 |
Gould Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
New Millennium Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2017 | Q1 2017 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Kellett Wealth Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
Joseph Group Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stone Harbor Investment Partners LP | 1 | 1 | 91.22% | 91.22% | 91.22% | Q2 2018 | Q2 2018 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
HB Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gibson Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ALTEGRIS ADVISORS, L.L.C. | 1 | 1 | 12.66% | 12.66% | 12.66% | Q4 2016 | Q4 2016 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Quent Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Long Pond Capital | 1 | 1 | 6.29% | 6.29% | 6.29% | Q4 2019 | Q4 2019 | 1 |
Counsel Portfolio Services Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 3.56% | 3.56% | 3.56% | Q4 2022 | Q4 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2013 | Q2 2013 | 1 |
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | 1 | 1 | 26.14% | 26.14% | 26.14% | Q4 2012 | Q4 2012 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2013 | Q4 2013 | 1 |
MDE Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Retireful, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Paragon Private Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
RiverPark Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2020 | Q2 2020 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 2.28% | 2.28% | 2.28% | Q4 2015 | Q4 2015 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
BMS Financial Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2023 | Q2 2023 | 1 |
State of New Jersey Common Pension Fund B | 1 | 1 | 4.40% | 4.40% | 4.40% | Q1 2014 | Q1 2014 | 1 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
NORTH STAR ASSET MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
Momentum Advisors, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2014 | Q4 2014 | 1 |
York Capital Management Global Advisors, LLC | 1 | 1 | 3.36% | 3.36% | 3.36% | Q1 2016 | Q1 2016 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
BURNS J W & CO INC/NY | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2014 | Q3 2014 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2014 | Q3 2014 | 1 |
STAPP WEALTH MANAGEMENT, PLLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Freestone Capital Holdings, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
Q Global Advisors, LLC | 1 | 1 | 10.23% | 10.23% | 10.23% | Q1 2019 | Q1 2019 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
STATE STREET CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
Koesten, Hirschmann & Crabtree, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
TEACHERS ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2018 | Q2 2018 | 1 |
Garden State Investment Advisory Services LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Kensington Asset Management, LLC | 1 | 1 | 6.48% | 6.48% | 6.48% | Q2 2023 | Q2 2023 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2017 | Q4 2017 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
HARVEST VOLATILITY MANAGEMENT LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q4 2020 | Q4 2020 | 1 |
Hollow Brook Wealth Management LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Valiant Capital Management, L.P. | 1 | 1 | 16.70% | 16.70% | 16.70% | Q4 2015 | Q4 2015 | 1 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
REGENTS OF THE UNIVERSITY OF CALIFORNIA | 1 | 1 | 13.76% | 13.76% | 13.76% | Q3 2020 | Q3 2020 | 1 |
Wallington Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Baltimore-Washington Financial Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
AdvisorShares Investments LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
First National Bank of Mount Dora, Trust Investment Services | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2013 | Q4 2013 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2019 | Q4 2019 | 1 |
Solus Alternative Asset Management LP | 1 | 1 | 18.81% | 18.81% | 18.81% | Q2 2016 | Q2 2016 | 1 |
GHP Investment Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
L & S Advisors Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Arlington Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
VERTEX ONE ASSET MANAGEMENT INC. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2013 | Q2 2013 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
PICTET ASSET MANAGEMENT SA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2021 | Q2 2021 | 1 |
Geller Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2014 | Q4 2014 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Locust Wood Capital Advisers | 1 | 1 | 4.85% | 4.85% | 4.85% | Q1 2021 | Q1 2021 | 1 |
Patriot Wealth Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Advisors Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Fondren Management LP | 1 | 1 | 1.37% | 1.37% | 1.37% | Q1 2020 | Q1 2020 | 1 |
Castle Creek Arbitrage, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
Covington Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Weil Company, Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2017 | Q4 2017 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 2.93% | 2.93% | 2.93% | Q3 2021 | Q3 2021 | 1 |
CRAMER ROSENTHAL MCGLYNN LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
ABSOLUTE INVESTMENT ADVISERS, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2022 | Q3 2022 | 1 |
FINANCIAL COUNSELORS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
BASSO CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2013 | Q2 2013 | 1 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 1 | 1 | 2.09% | 2.09% | 2.09% | Q4 2019 | Q4 2019 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 4.51% | 4.51% | 4.51% | Q1 2020 | Q1 2020 | 1 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 1 | 1 | 22.90% | 22.90% | 22.90% | Q3 2023 | Q3 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2013 | Q2 2013 | 1 |
STONEHILL CAPITAL MANAGEMENT LLC | 1 | 1 | 3.12% | 3.12% | 3.12% | Q2 2023 | Q2 2023 | 1 |
WHITEBOX ADVISORS LLC | 1 | 1 | 1.43% | 1.43% | 1.43% | Q4 2014 | Q4 2014 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
SPHINX TRADING, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
GUARDIAN CAPITAL LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
KING STREET CAPITAL MANAGEMENT, L.P. | 1 | 1 | 32.54% | 32.54% | 32.54% | Q4 2019 | Q4 2019 | 1 |
GEODE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
SPINNAKER CAPITAL LTD | 1 | 1 | 37.86% | 37.86% | 37.86% | Q1 2020 | Q1 2020 | 1 |
NORTH AMERICAN MANAGEMENT CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2016 | Q2 2016 | 1 |
Mariner Wealth Advisors-Madison, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Bell Bank | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2020 | Q3 2020 | 1 |
Scepter Holdings, Inc. | 1 | 1 | 7.00% | 7.00% | 7.00% | Q4 2018 | Q4 2018 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Signature Wealth Management Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Q3 Asset Management | 1 | 1 | 4.43% | 4.43% | 4.43% | Q3 2018 | Q3 2018 | 1 |
Pathway Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
Atom Investors LP | 1 | 1 | 4.37% | 4.37% | 4.37% | Q1 2021 | Q1 2021 | 1 |
G&S Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2017 | Q4 2017 | 1 |
MANA Advisors LLC | 1 | 1 | 2.82% | 2.82% | 2.82% | Q2 2018 | Q2 2018 | 1 |
Sequoia Wealth Management, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2019 | Q3 2019 | 1 |
Mountaineer Partners Management, LLC | 1 | 1 | 10.53% | 10.53% | 10.53% | Q3 2019 | Q3 2019 | 1 |
Foresight Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2018 | Q4 2018 | 1 |
Aries Wealth Management | 1 | 1 | 3.43% | 3.43% | 3.43% | Q1 2022 | Q1 2022 | 1 |
Monument Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Hudson Capital Management LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2017 | Q4 2017 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2017 | Q4 2017 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.03% | 2.03% | 2.03% | Q3 2016 | Q3 2016 | 1 |
Sepio Capital, LP | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2020 | Q4 2020 | 1 |
INNEALTA CAPITAL, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2019 | Q2 2019 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Yaupon Capital Management LP | 1 | 1 | 13.27% | 13.27% | 13.27% | Q3 2020 | Q3 2020 | 1 |
Belvedere Advisors LLC | 1 | 1 | 0.97% | 0.97% | 0.97% | Q1 2019 | Q1 2019 | 1 |
Canton Hathaway, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Salient Private Client, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2017 | Q4 2017 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
JDC-JSC L.P. | 1 | 1 | 1.08% | 1.08% | 1.08% | Q1 2020 | Q1 2020 | 1 |
Providence First Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Amia Capital LLP | 1 | 1 | 18.96% | 18.96% | 18.96% | Q3 2021 | Q3 2021 | 1 |
Benchmark Financial Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2016 | Q2 2016 | 1 |
Heritage Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Stamos Capital Partners, L.P. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2021 | Q4 2021 | 1 |
Alera Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Global Strategic Investment Solutions, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2016 | Q4 2016 | 1 |
Summit Trail Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q4 2016 | Q4 2016 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2018 | Q4 2018 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ullmann Wealth Partners Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
External links
This page lists all the filers that currently own ISHARES TR or have owned ISHARES TR in the past.