Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.02% | 0.16% | Q1 2012 | Q3 2023 | 137 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2023 | 125 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.06% | 0.36% | Q2 2013 | Q3 2023 | 124 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.03% | 0.24% | Q2 2013 | Q3 2023 | 123 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.02% | 0.26% | Q2 2013 | Q3 2023 | 120 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.03% | 0.16% | Q2 2013 | Q3 2023 | 119 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 117 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 109 |
UBS Group AG | 36 | 36 | 0.00% | 0.04% | 0.16% | Q4 2014 | Q3 2023 | 98 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 96 |
Citadel Advisors | 29 | 9 | 0.00% | 0.03% | 0.23% | Q1 2014 | Q3 2023 | 93 |
HAP Trading, LLC | 15 | 7 | 0.00% | 0.06% | 0.49% | Q2 2013 | Q3 2023 | 92 |
JANE STREET GROUP, LLC | 38 | 38 | 0.00% | 0.04% | 0.20% | Q1 2014 | Q2 2023 | 91 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.04% | 0.20% | Q1 2013 | Q3 2023 | 90 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.13% | 0.93% | Q4 2015 | Q3 2023 | 89 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 89 |
Jefferies Group LLC | 14 | 3 | 0.00% | 0.06% | 0.58% | Q3 2013 | Q3 2022 | 81 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 80 |
WOLVERINE TRADING, LLC | 14 | 6 | 0.00% | 0.09% | 0.43% | Q2 2016 | Q3 2023 | 78 |
Creative Planning | 42 | 42 | 0.00% | 0.01% | 0.15% | Q2 2013 | Q3 2023 | 78 |
DRW Securities, LLC | 13 | 3 | 0.01% | 0.88% | 2.86% | Q1 2015 | Q3 2023 | 76 |
Paloma Partners Management Co | 34 | 1 | 0.00% | 0.20% | 1.46% | Q3 2013 | Q3 2023 | 71 |
MILLENNIUM MANAGEMENT LLC | 20 | 6 | 0.00% | 0.02% | 0.13% | Q2 2013 | Q3 2023 | 69 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.00% | 0.03% | Q1 2012 | Q3 2023 | 67 |
NOMURA HOLDINGS INC | 11 | 1 | 0.00% | 0.07% | 0.88% | Q4 2012 | Q3 2023 | 65 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.03% | 0.18% | Q2 2013 | Q3 2023 | 63 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 62 |
Raymond James Financial Services Advisors, Inc. | 30 | 2 | 0.00% | 0.04% | 0.15% | Q2 2013 | Q3 2023 | 61 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.09% | 0.94% | Q1 2009 | Q3 2023 | 61 |
Twin Tree Management, LP | 24 | 1 | 0.00% | 0.26% | 1.24% | Q4 2016 | Q2 2023 | 59 |
PRELUDE CAPITAL MANAGEMENT, LLC | 20 | 7 | 0.00% | 0.09% | 0.73% | Q1 2013 | Q3 2023 | 57 |
Jump Trading, LLC | 13 | 9 | 0.00% | 0.09% | 0.36% | Q2 2013 | Q4 2018 | 56 |
WOLVERINE ASSET MANAGEMENT LLC | 18 | 1 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q2 2021 | 51 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.01% | 0.07% | 0.20% | Q4 2010 | Q3 2022 | 48 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.14% | 0.61% | Q4 2013 | Q3 2023 | 47 |
DAVENPORT & Co LLC | 42 | 42 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 46 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.00% | 0.03% | 0.10% | Q4 2013 | Q1 2018 | 45 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.05% | 0.20% | Q2 2013 | Q1 2017 | 45 |
PEAK6 Investments LLC | 17 | 17 | 0.00% | 0.08% | 0.23% | Q3 2019 | Q3 2023 | 44 |
Cetera Advisors LLC | 42 | 42 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.02% | Q4 2012 | Q3 2023 | 44 |
Bank of New York Mellon Corp | 43 | 43 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.02% | 0.13% | 0.40% | Q1 2013 | Q3 2023 | 43 |
TRUIST FINANCIAL CORP | 16 | 10 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.03% | 0.23% | 0.52% | Q1 2013 | Q3 2023 | 43 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.00% | 0.01% | 0.06% | Q1 2013 | Q3 2023 | 43 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.08% | 0.69% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.07% | 1.48% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.02% | 0.09% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.07% | 0.68% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 42 | 42 | 0.03% | 0.09% | 0.36% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2023 | 42 |
BARD ASSOCIATES INC | 42 | 42 | 0.18% | 0.27% | 0.41% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 0.15% | 0.49% | 0.74% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
Richard C. Young & CO., LTD. | 42 | 42 | 0.40% | 1.59% | 3.58% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 42 |
AlphaMark Advisors, LLC | 42 | 42 | 0.01% | 0.08% | 0.41% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.02% | 0.06% | 0.16% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.03% | 0.10% | 0.34% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.02% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Hudock, Inc. | 42 | 42 | 0.07% | 0.34% | 2.85% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 35 | 6 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q2 2023 | 41 |
B. Riley Wealth Advisors, Inc. | 24 | 8 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 41 |
Transamerica Financial Advisors, Inc. | 35 | 6 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q3 2023 | 41 |
GLENMEDE TRUST CO NA | 21 | 20 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 41 |
Gradient Investments LLC | 24 | 17 | 0.00% | 0.03% | 0.24% | Q2 2013 | Q3 2023 | 41 |
BRYN MAWR TRUST Co | 27 | 13 | 0.01% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 40 |
CIBC WORLD MARKET INC. | 39 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 40 |
Evanson Asset Management, LLC | 40 | 40 | 0.08% | 0.19% | 0.38% | Q4 2013 | Q3 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 0.22% | 0.68% | 1.76% | Q4 2013 | Q3 2023 | 40 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 40 | 40 | 0.05% | 0.87% | 1.75% | Q2 2013 | Q1 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 35 | 2 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 40 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 40 | 40 | 0.07% | 0.15% | 0.68% | Q2 2013 | Q1 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.00% | 0.02% | 0.04% | Q4 2013 | Q3 2023 | 40 |
Brookstone Capital Management | 40 | 40 | 0.02% | 0.07% | 0.28% | Q4 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q3 2023 | 40 |
TRUST CO OF VERMONT | 33 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 40 |
Moors & Cabot, Inc. | 28 | 2 | 0.00% | 0.04% | 0.10% | Q1 2014 | Q3 2023 | 39 |
M&T BANK CORP | 35 | 4 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 39 |
Smithfield Trust Co | 39 | 39 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.03% | 0.08% | Q1 2014 | Q3 2023 | 39 |
Ancora Advisors LLC | 20 | 2 | 0.00% | 0.11% | 0.42% | Q2 2013 | Q3 2023 | 38 |
MARSHALL WACE, LLP | 11 | 3 | 0.00% | 0.08% | 0.94% | Q3 2018 | Q3 2023 | 38 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 3 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2023 | 38 |
TCI Wealth Advisors, Inc. | 37 | 37 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q1 2023 | 38 |
NATIXIS | 26 | 4 | 0.00% | 0.02% | 0.12% | Q4 2013 | Q3 2023 | 38 |
Tradewinds Capital Management, LLC | 38 | 38 | 0.01% | 0.25% | 2.21% | Q4 2013 | Q1 2023 | 38 |
West Oak Capital, LLC | 18 | 7 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 38 |
Winch Advisory Services, LLC | 35 | 3 | 0.00% | 0.02% | 0.15% | Q1 2014 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.04% | 0.09% | 0.39% | Q2 2014 | Q3 2023 | 38 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.02% | 0.06% | 0.09% | Q4 2014 | Q4 2023 | 37 |
Advisory Services Network, LLC | 27 | 1 | 0.00% | 0.08% | 0.27% | Q4 2013 | Q3 2023 | 37 |
TSP Capital Management Group, LLC | 37 | 37 | 0.10% | 2.74% | 4.75% | Q3 2014 | Q3 2023 | 37 |
GFS Advisors, LLC | 37 | 37 | 0.01% | 0.24% | 0.49% | Q3 2014 | Q3 2023 | 37 |
Avior Wealth Management, LLC | 31 | 6 | 0.01% | 0.14% | 0.30% | Q1 2014 | Q3 2023 | 37 |
Financial Architects, Inc | 19 | 1 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q1 2021 | 37 |
CAPTRUST FINANCIAL ADVISORS | 25 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.04% | 0.10% | 0.32% | Q4 2014 | Q3 2023 | 36 |
Allworth Financial LP | 36 | 36 | 0.00% | 0.01% | 0.03% | Q4 2014 | Q3 2023 | 36 |
Belvedere Trading LLC | 16 | 1 | 0.00% | 0.52% | 2.10% | Q2 2015 | Q3 2023 | 36 |
SG Americas Securities, LLC | 15 | 1 | 0.00% | 0.15% | 0.50% | Q3 2013 | Q3 2023 | 36 |
Deer Park Road Corp | 21 | 21 | 0.07% | 1.96% | 11.71% | Q1 2018 | Q1 2023 | 36 |
BESSEMER GROUP INC | 23 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 36 |
First Horizon Advisors, Inc. | 17 | 5 | 0.00% | 0.01% | 0.05% | Q1 2012 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q3 2023 | 36 |
North Star Investment Management Corp. | 19 | 17 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 36 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 27 | 2 | 0.04% | 0.13% | 0.25% | Q2 2013 | Q3 2023 | 35 |
VALLEY NATIONAL ADVISERS INC | 35 | 35 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 35 |
AllSquare Wealth Management LLC | 25 | 10 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 35 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 30 | 5 | 0.02% | 0.09% | 0.46% | Q2 2013 | Q4 2022 | 35 |
TOMPKINS FINANCIAL CORP | 23 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2023 | 35 |
Rehmann Capital Advisory Group | 21 | 7 | 0.00% | 0.39% | 1.98% | Q1 2009 | Q3 2023 | 35 |
CAZ INVESTMENTS LP | 28 | 28 | 0.12% | 10.05% | 73.25% | Q4 2014 | Q3 2021 | 35 |
ING GROEP NV | 29 | 1 | 0.00% | 0.01% | 0.07% | Q1 2013 | Q2 2023 | 34 |
IndexIQ Advisors LLC | 20 | 14 | 0.00% | 0.15% | 0.73% | Q2 2013 | Q1 2022 | 34 |
BINGHAM OSBORN & SCARBOROUGH LLC | 34 | 34 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q3 2021 | 34 |
Plante Moran Financial Advisors, LLC | 22 | 1 | 0.00% | 0.05% | 0.46% | Q2 2013 | Q3 2023 | 34 |
GROUP ONE TRADING, L.P. | 25 | 2 | 0.00% | 0.09% | 0.39% | Q2 2013 | Q4 2022 | 34 |
Simplicity Solutions, LLC | 30 | 1 | 0.02% | 0.22% | 0.91% | Q4 2014 | Q3 2023 | 34 |
INGALLS & SNYDER LLC | 30 | 30 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2023 | 34 |
Concorde Asset Management, LLC | 30 | 1 | 0.18% | 0.40% | 0.88% | Q4 2014 | Q3 2023 | 34 |
Kovack Advisors, Inc. | 31 | 1 | 0.00% | 0.21% | 4.44% | Q3 2013 | Q3 2023 | 34 |
LUCAS CAPITAL MANAGEMENT | 29 | 2 | 0.00% | 0.51% | 1.29% | Q1 2013 | Q4 2020 | 34 |
V Wealth Advisors LLC | 18 | 4 | 0.00% | 0.17% | 0.40% | Q1 2016 | Q2 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.03% | 0.07% | Q2 2015 | Q3 2023 | 34 |
Daiwa Securities Group Inc. | 29 | 3 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 33 |
COMERICA BANK | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 33 |
Carroll Financial Associates, Inc. | 32 | 1 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q4 2021 | 33 |
BOSTON FINANCIAL MANGEMENT LLC | 22 | 11 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 33 |
ASSETMARK, INC | 17 | 3 | 0.00% | 0.07% | 1.20% | Q3 2014 | Q3 2023 | 33 |
XR Securities LLC | 14 | 2 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 33 |
CWM, LLC | 24 | 1 | 0.00% | 0.02% | 0.03% | Q4 2013 | Q3 2023 | 33 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32 | 32 | 0.00% | 0.05% | 0.11% | Q4 2015 | Q3 2023 | 33 |
LS Investment Advisors, LLC | 23 | 9 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q3 2021 | 32 |
SPROTT INC. | 15 | 1 | 0.01% | 0.12% | 0.77% | Q3 2013 | Q3 2023 | 32 |
EVERGREEN CAPITAL MANAGEMENT LLC | 28 | 4 | 0.03% | 0.11% | 0.45% | Q3 2013 | Q3 2023 | 32 |
D'Orazio & Associates, Inc. | 32 | 32 | 0.00% | 0.07% | 0.16% | Q4 2013 | Q3 2021 | 32 |
Koshinski Asset Management, Inc. | 13 | 2 | 0.02% | 0.14% | 0.30% | Q4 2014 | Q3 2023 | 32 |
Oxbow Advisors, LLC | 16 | 16 | 0.02% | 0.05% | 0.63% | Q2 2013 | Q2 2021 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q4 2023 | 32 |
TWO SIGMA SECURITIES, LLC | 14 | 1 | 0.00% | 0.08% | 0.36% | Q4 2015 | Q3 2023 | 32 |
American Research & Management Co. | 32 | 32 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2022 | 32 |
LAZARD ASSET MANAGEMENT LLC | 28 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.08% | 0.19% | 0.35% | Q4 2015 | Q3 2023 | 32 |
INVESTMENT PARTNERS, LTD. | 32 | 32 | 0.18% | 0.51% | 2.46% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.06% | 0.18% | Q4 2015 | Q3 2023 | 32 |
DUBUQUE BANK & TRUST CO | 16 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2021 | 32 |
PEAK6 Group LLC | 9 | 5 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2016 | 31 |
BLAIR WILLIAM & CO/IL | 15 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 31 |
JAMES INVESTMENT RESEARCH INC | 29 | 2 | 0.01% | 0.20% | 0.75% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.03% | 0.18% | 0.45% | Q1 2016 | Q3 2023 | 31 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 16 | 15 | 0.01% | 0.02% | 0.12% | Q2 2015 | Q3 2023 | 31 |
Cypress Capital Management LLC (WY) | 28 | 2 | 0.00% | 0.28% | 0.85% | Q4 2014 | Q3 2023 | 30 |
D.A. DAVIDSON & CO. | 17 | 13 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 30 |
CADINHA & CO LLC | 27 | 1 | 0.04% | 0.83% | 3.20% | Q2 2013 | Q4 2022 | 30 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 30 |
Welch Group, LLC | 18 | 4 | 0.01% | 0.04% | 0.10% | Q2 2014 | Q3 2023 | 30 |
Ionic Capital Management LLC | 8 | 2 | 0.00% | 0.75% | 6.27% | Q2 2013 | Q4 2022 | 30 |
Stonehage Fleming Financial Services Holdings Ltd | 29 | 1 | 0.00% | 0.02% | 0.14% | Q1 2016 | Q3 2023 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.01% | 0.08% | 0.26% | Q2 2016 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q3 2020 | 30 |
SIGNATUREFD, LLC | 23 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 30 |
LINCOLN NATIONAL CORP | 30 | 30 | 0.01% | 0.03% | 0.13% | Q2 2016 | Q3 2023 | 30 |
Texas Yale Capital Corp. | 21 | 9 | 0.02% | 0.04% | 0.10% | Q1 2015 | Q3 2023 | 30 |
MASSMUTUAL TRUST CO FSB/ADV | 23 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2022 | 30 |
Oakworth Capital, Inc. | 17 | 13 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q3 2023 | 30 |
ROCKY MOUNTAIN ADVISERS, LLC | 30 | 30 | 0.09% | 0.22% | 0.38% | Q2 2015 | Q3 2022 | 30 |
Frontier Wealth Management LLC | 30 | 30 | 0.02% | 0.08% | 0.91% | Q1 2015 | Q2 2022 | 30 |
CAPSTONE INVESTMENT ADVISORS, LLC | 7 | 1 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q4 2021 | 30 |
Cassaday & Co Inc. | 29 | 29 | 0.00% | 0.98% | 28.05% | Q4 2014 | Q4 2021 | 29 |
IPG Investment Advisors LLC | 25 | 1 | 0.05% | 0.15% | 0.36% | Q3 2014 | Q4 2022 | 29 |
NEXT Financial Group, Inc | 15 | 14 | 0.00% | 0.05% | 0.16% | Q2 2014 | Q4 2021 | 29 |
Virtu Financial LLC | 8 | 1 | 0.02% | 0.31% | 1.09% | Q2 2013 | Q4 2019 | 29 |
Cutter & CO Brokerage, Inc. | 28 | 1 | 0.07% | 0.28% | 0.51% | Q3 2015 | Q3 2023 | 29 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2020 | 28 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 26 | 2 | 0.00% | 0.03% | 0.05% | Q2 2015 | Q4 2022 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
BRIGHTON JONES LLC | 13 | 3 | 0.02% | 0.03% | 0.05% | Q4 2013 | Q3 2023 | 28 |
FineMark National Bank & Trust | 15 | 13 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 28 |
NewSquare Capital LLC | 14 | 4 | 0.00% | 0.18% | 0.68% | Q2 2013 | Q3 2023 | 28 |
683 Capital Management, LLC | 11 | 4 | 0.24% | 1.20% | 3.83% | Q2 2013 | Q4 2021 | 28 |
Van Hulzen Asset Management, LLC | 14 | 1 | 0.04% | 0.71% | 2.94% | Q1 2015 | Q3 2023 | 28 |
DEUTSCHE BANK AG\ | 6 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q1 2022 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.00% | 0.18% | 1.52% | Q4 2016 | Q3 2023 | 28 |
BOKF, NA | 12 | 3 | 0.00% | 0.01% | 0.05% | Q1 2014 | Q3 2023 | 28 |
Highlander Capital Management, LLC | 23 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.04% | 0.16% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.03% | 0.09% | 0.21% | Q4 2016 | Q3 2023 | 28 |
Independent Advisor Alliance | 28 | 28 | 0.00% | 0.08% | 0.28% | Q4 2016 | Q3 2023 | 28 |
Royal Fund Management, LLC | 14 | 13 | 0.03% | 0.07% | 0.12% | Q4 2016 | Q3 2023 | 27 |
First Command Bank | 27 | 27 | 0.03% | 0.14% | 0.29% | Q4 2016 | Q2 2023 | 27 |
Pekin Hardy Strauss, Inc. | 16 | 2 | 0.01% | 0.11% | 0.33% | Q1 2013 | Q3 2023 | 27 |
Financial Sense Advisors, Inc. | 9 | 1 | 0.04% | 0.84% | 3.12% | Q2 2013 | Q3 2023 | 27 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.01% | 0.06% | 0.19% | Q1 2017 | Q3 2023 | 27 |
Cranbrook Wealth Management, LLC | 14 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q3 2023 | 27 |
SUN VALLEY GOLD LLC | 18 | 2 | 0.10% | 8.44% | 49.51% | Q1 2013 | Q3 2019 | 27 |
Farmers & Merchants Trust Co of Chambersburg PA | 26 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Ironwood Financial, llc | 23 | 4 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q3 2021 | 27 |
Madden Advisory Services, Inc. | 27 | 27 | 0.16% | 0.40% | 1.06% | Q2 2013 | Q4 2019 | 27 |
Conservest Capital Advisors, Inc. | 27 | 27 | 0.05% | 0.08% | 0.21% | Q1 2017 | Q3 2023 | 27 |
AE Wealth Management LLC | 27 | 27 | 0.02% | 0.06% | 0.17% | Q1 2017 | Q3 2023 | 27 |
FNY Investment Advisers, LLC | 8 | 2 | 0.00% | 0.02% | 0.08% | Q2 2018 | Q3 2023 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.01% | 0.12% | 0.25% | Q4 2016 | Q2 2023 | 27 |
ARROW FINANCIAL CORP | 21 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 27 |
IHT Wealth Management, LLC | 21 | 6 | 0.01% | 0.16% | 0.35% | Q4 2016 | Q3 2023 | 27 |
FIFTH THIRD SECURITIES, INC. | 20 | 1 | 0.08% | 1.27% | 5.08% | Q3 2016 | Q3 2023 | 27 |
FLAGSHIP HARBOR ADVISORS, LLC | 23 | 23 | 0.00% | 0.57% | 2.47% | Q1 2018 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.03% | 0.07% | 0.20% | Q2 2013 | Q4 2019 | 27 |
Cornerstone Wealth Management, LLC | 15 | 3 | 0.00% | 0.08% | 0.28% | Q3 2016 | Q3 2023 | 27 |
TOTH FINANCIAL ADVISORY CORP | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 26 |
SCOTIA CAPITAL INC. | 21 | 5 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2023 | 26 |
Hanson & Doremus Investment Management | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
ORRSTOWN FINANCIAL SERVICES INC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 26 |
BBVA USA Bancshares, Inc. | 26 | 26 | 0.02% | 0.03% | 0.03% | Q2 2013 | Q3 2019 | 26 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17 | 1 | 0.04% | 0.24% | 0.53% | Q4 2015 | Q3 2023 | 26 |
Gemmer Asset Management LLC | 23 | 3 | 0.00% | 0.01% | 0.04% | Q1 2014 | Q1 2022 | 26 |
Bienville Capital Management, LLC | 15 | 3 | 0.01% | 4.86% | 22.14% | Q1 2018 | Q3 2022 | 26 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 26 | 26 | 0.19% | 1.64% | 3.75% | Q2 2013 | Q3 2019 | 26 |
OneDigital Investment Advisors LLC | 26 | 26 | 0.02% | 0.07% | 0.19% | Q2 2017 | Q3 2023 | 26 |
Sowell Financial Services LLC | 17 | 1 | 0.03% | 0.32% | 1.34% | Q4 2016 | Q3 2023 | 25 |
Marathon Trading Investment Management LLC | 11 | 1 | 0.01% | 0.09% | 0.49% | Q4 2012 | Q2 2022 | 25 |
Westside Investment Management, Inc. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q3 2023 | 25 |
Money Design Co.,Ltd. | 25 | 25 | 0.47% | 1.52% | 2.88% | Q3 2017 | Q3 2023 | 25 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.16% | 0.26% | 0.41% | Q1 2015 | Q1 2021 | 25 |
Winslow, Evans & Crocker, Inc. | 21 | 4 | 0.00% | 0.02% | 0.07% | Q4 2013 | Q4 2020 | 25 |
TORONTO DOMINION BANK | 23 | 2 | 0.00% | 0.14% | 0.76% | Q1 2013 | Q3 2023 | 25 |
MIDAS MANAGEMENT CORP | 25 | 25 | 0.15% | 0.21% | 0.33% | Q2 2013 | Q2 2019 | 25 |
NewEdge Advisors, LLC | 23 | 1 | 0.02% | 0.06% | 0.16% | Q3 2016 | Q3 2023 | 25 |
BlackRock Inc. | 22 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 0.03% | 0.10% | Q2 2017 | Q2 2023 | 25 |
Financial Advocates Investment Management | 24 | 24 | 0.01% | 0.63% | 1.82% | Q4 2017 | Q3 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2021 | 25 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 25 |
MCF Advisors LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2011 | Q3 2023 | 24 |
Lehman Financial Resources, Inc. | 24 | 24 | 0.03% | 0.35% | 0.69% | Q4 2012 | Q3 2018 | 24 |
Sicart Associates LLC | 24 | 24 | 0.14% | 0.23% | 0.36% | Q4 2017 | Q3 2023 | 24 |
Narwhal Capital Management | 24 | 24 | 0.12% | 0.24% | 0.69% | Q2 2013 | Q1 2019 | 24 |
OPTIMUM INVESTMENT ADVISORS | 17 | 1 | 0.00% | 0.01% | 0.09% | Q4 2013 | Q4 2022 | 24 |
IFG Advisory, LLC | 24 | 24 | 0.04% | 0.07% | 0.11% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.04% | 0.06% | 0.12% | Q4 2017 | Q3 2023 | 24 |
Beacon Capital Management, Inc. | 13 | 2 | 0.00% | 0.06% | 0.33% | Q4 2013 | Q3 2023 | 24 |
Squarepoint Ops LLC | 6 | 1 | 0.00% | 0.13% | 0.50% | Q4 2018 | Q3 2023 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.06% | 0.21% | Q2 2013 | Q2 2017 | 24 |
Regal Investment Advisors LLC | 10 | 1 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q3 2023 | 24 |
Biechele Royce Advisors | 24 | 24 | 2.77% | 3.95% | 5.03% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
SUNTRUST BANKS INC | 13 | 11 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.04% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 24 |
Belpointe Asset Management LLC | 21 | 3 | 0.02% | 0.08% | 0.28% | Q3 2017 | Q3 2023 | 24 |
Private Harbour Investment Management & Counsel, LLC | 24 | 24 | 0.34% | 0.66% | 1.24% | Q2 2013 | Q1 2019 | 24 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 21 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 23 |
NTV ASSET MANAGEMENT LLC | 23 | 23 | 0.23% | 0.30% | 0.46% | Q1 2018 | Q3 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q2 2022 | 23 |
Clean Yield Group | 12 | 10 | 0.03% | 0.11% | 0.26% | Q1 2018 | Q3 2023 | 23 |
Lenox Wealth Management, Inc. | 19 | 4 | 0.00% | 0.06% | 0.17% | Q4 2013 | Q2 2020 | 23 |
Mariner, LLC | 22 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 23 |
Mirae Asset Global Investments Co., Ltd. | 10 | 1 | 0.00% | 0.08% | 0.66% | Q3 2011 | Q3 2023 | 23 |
Advisory Alpha, LLC | 17 | 1 | 0.00% | 0.15% | 1.58% | Q4 2013 | Q2 2023 | 23 |
Arnhold LLC | 23 | 23 | 0.57% | 0.76% | 0.97% | Q1 2018 | Q3 2023 | 23 |
Bach Option Ltd | 11 | 2 | 0.09% | 0.52% | 3.40% | Q1 2016 | Q4 2019 | 23 |
Covington Capital Management | 21 | 1 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2022 | 23 |
Neuberger Berman Group LLC | 10 | 1 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 23 |
JANICZEK WEALTH MANAGEMENT, LLC | 22 | 1 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 23 |
FMR LLC | 21 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 23 |
Hilltop Holdings Inc. | 23 | 23 | 0.09% | 0.24% | 0.57% | Q1 2018 | Q3 2023 | 23 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.00% | 0.05% | 0.21% | Q1 2019 | Q3 2023 | 23 |
AMERICAN NATIONAL BANK | 19 | 4 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 23 |
Riggs Asset Managment Co. Inc. | 20 | 3 | 0.00% | 0.00% | 0.05% | Q3 2014 | Q3 2023 | 23 |
Intellectus Partners, LLC | 14 | 6 | 0.00% | 0.68% | 1.68% | Q4 2016 | Q3 2023 | 22 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q2 2023 | 22 |
Parkside Financial Bank & Trust | 15 | 2 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 22 |
Prospera Financial Services Inc | 21 | 1 | 0.02% | 0.18% | 0.47% | Q1 2017 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q3 2023 | 22 |
Prime Capital Investment Advisors, LLC | 17 | 1 | 0.00% | 0.03% | 0.33% | Q2 2018 | Q3 2023 | 22 |
AXA S.A. | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Regal Wealth Group, Inc. | 22 | 22 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q1 2021 | 22 |
Aldebaran Financial Inc. | 22 | 22 | 0.11% | 0.24% | 0.40% | Q4 2013 | Q1 2019 | 22 |
Noven Financial Group, Inc. | 22 | 22 | 0.10% | 0.52% | 1.01% | Q4 2013 | Q1 2019 | 22 |
Larson Financial Group LLC | 20 | 20 | 0.00% | 0.05% | 0.16% | Q4 2018 | Q3 2023 | 22 |
CULLEN/FROST BANKERS, INC. | 19 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 22 |
Jacobi Capital Management LLC | 22 | 22 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2021 | 22 |
Valeo Financial Advisors, LLC | 15 | 7 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 22 |
SIMPLEX TRADING, LLC | 9 | 1 | 0.00% | 0.03% | 0.12% | Q1 2015 | Q3 2023 | 22 |
First PREMIER Bank | 22 | 22 | 0.01% | 0.02% | 0.05% | Q4 2015 | Q1 2021 | 22 |
Sound Income Strategies, LLC | 15 | 7 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 22 |
Sterneck Capital Management, LLC | 22 | 22 | 0.23% | 0.53% | 0.90% | Q2 2013 | Q3 2018 | 22 |
Beaumont Financial Partners, LLC | 21 | 1 | 0.01% | 0.13% | 1.20% | Q2 2013 | Q3 2022 | 22 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q3 2023 | 21 |
1834 INVESTMENT ADVISORS CO | 21 | 21 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2022 | 21 |
CIBC Private Wealth Group, LLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 21 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 17 | 4 | 0.13% | 0.22% | 0.34% | Q4 2017 | Q3 2023 | 21 |
BANK OF NOVA SCOTIA | 9 | 1 | 0.00% | 0.02% | 0.07% | Q1 2013 | Q3 2023 | 21 |
Bogart Wealth, LLC | 11 | 10 | 0.00% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 21 |
Vanguard Capital Wealth Advisors | 12 | 1 | 0.21% | 0.83% | 2.11% | Q1 2018 | Q3 2023 | 21 |
Clearstead Advisors, LLC | 15 | 15 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 21 |
HITE Hedge Asset Management LLC | 11 | 3 | 0.25% | 0.62% | 1.07% | Q1 2014 | Q3 2020 | 21 |
WELLINGTON MANAGEMENT GROUP LLP | 10 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2023 | 21 |
Centaur Capital | 11 | 4 | 0.82% | 1.88% | 3.76% | Q2 2013 | Q3 2018 | 21 |
CENTAURUS FINANCIAL, INC. | 20 | 1 | 0.01% | 0.10% | 0.68% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
Fore Capital, LLC | 8 | 1 | 0.09% | 4.58% | 15.72% | Q4 2017 | Q3 2023 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.07% | 0.12% | 0.22% | Q2 2013 | Q2 2018 | 21 |
Blue Fin Capital, Inc. | 20 | 20 | 0.13% | 0.28% | 0.48% | Q4 2013 | Q3 2018 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.02% | 0.03% | 0.11% | Q4 2018 | Q3 2023 | 20 |
M Holdings Securities, Inc. | 13 | 1 | 0.02% | 0.16% | 0.34% | Q4 2013 | Q2 2023 | 20 |
MEEDER ASSET MANAGEMENT INC | 17 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q4 2021 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Fiera Capital Corp | 17 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q2 2020 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.04% | 0.10% | 0.17% | Q4 2018 | Q3 2023 | 20 |
Pettinga Financial Advisors, LLC | 20 | 20 | 0.22% | 0.69% | 0.97% | Q4 2018 | Q3 2023 | 20 |
Cambrian Capital Limited Partnership | 18 | 1 | 0.62% | 1.08% | 3.27% | Q2 2013 | Q4 2019 | 20 |
American Portfolios Advisors | 20 | 20 | 0.03% | 0.05% | 0.09% | Q4 2017 | Q3 2022 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.04% | 0.09% | Q4 2013 | Q3 2018 | 20 |
Kessler Investment Group, LLC | 14 | 1 | 0.00% | 0.29% | 2.47% | Q3 2013 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.02% | 0.03% | 0.15% | Q4 2014 | Q3 2019 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 9 | 3 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.07% | 0.12% | 0.18% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.02% | 0.08% | Q1 2018 | Q3 2023 | 20 |
Quantitative Investment Management, LLC | 5 | 1 | 0.03% | 0.53% | 1.98% | Q2 2013 | Q2 2023 | 20 |
Financial Enhancement Group LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 19 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 15 | 4 | 0.05% | 0.20% | 0.69% | Q4 2017 | Q3 2023 | 19 |
Archer Investment Corp | 10 | 9 | 0.01% | 0.02% | 0.07% | Q4 2018 | Q3 2023 | 19 |
Ballew Advisors, Inc | 12 | 1 | 0.01% | 0.60% | 1.52% | Q3 2018 | Q3 2023 | 19 |
First Eagle Investment Management, LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 19 |
Proficio Capital Partners LLC | 9 | 1 | 0.00% | 0.90% | 2.85% | Q2 2016 | Q3 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2017 | 19 |
Kopernik Global Investors, LLC | 12 | 7 | 0.00% | 0.09% | 1.13% | Q3 2018 | Q3 2023 | 19 |
FINANCIAL COUNSELORS INC | 13 | 1 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 19 |
FARMERS & MERCHANTS INVESTMENTS INC | 15 | 4 | 0.00% | 0.00% | 0.03% | Q2 2013 | Q3 2023 | 19 |
Fortis Advisors, LLC | 11 | 1 | 0.00% | 0.05% | 0.15% | Q2 2018 | Q3 2023 | 19 |
SII INVESTMENTS INC/WI | 19 | 19 | 0.03% | 0.07% | 0.17% | Q2 2013 | Q4 2017 | 19 |
Fieldpoint Private Securities, LLC | 10 | 8 | 0.00% | 0.14% | 0.88% | Q3 2017 | Q2 2022 | 19 |
SpiderRock Advisors, LLC | 17 | 2 | 0.02% | 0.20% | 0.54% | Q4 2017 | Q3 2023 | 19 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.06% | Q2 2016 | Q4 2022 | 19 |
Human Investing LLC | 10 | 9 | 0.00% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 19 |
Marketfield Asset Management LLC | 19 | 19 | 0.22% | 0.33% | 0.53% | Q1 2019 | Q3 2023 | 19 |
Coastal Bridge Advisors, LLC | 15 | 4 | 0.02% | 0.15% | 0.21% | Q4 2016 | Q3 2023 | 19 |
Virtu KCG Holdings LLC | 16 | 16 | 0.00% | 0.04% | 0.12% | Q3 2013 | Q2 2017 | 19 |
BALDWIN BROTHERS LLC/MA | 14 | 1 | 0.00% | 0.16% | 1.36% | Q2 2013 | Q4 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 19 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 17 | 1 | 0.01% | 0.03% | 0.09% | Q1 2019 | Q3 2023 | 18 |
Banco BTG Pactual S.A. | 7 | 1 | 0.06% | 0.41% | 1.36% | Q4 2016 | Q3 2023 | 18 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 17 | 1 | 0.01% | 0.14% | 0.30% | Q2 2010 | Q3 2023 | 18 |
Berkeley Capital Partners, LLC | 12 | 6 | 0.10% | 0.39% | 0.82% | Q4 2015 | Q4 2020 | 18 |
Realta Investment Advisors | 14 | 4 | 0.06% | 0.11% | 0.16% | Q1 2019 | Q3 2023 | 18 |
HOWE & RUSLING INC | 10 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2019 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.09% | 0.15% | 0.32% | Q2 2013 | Q3 2017 | 18 |
TRUSTCORE FINANCIAL SERVICES, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 18 |
Pacific Center for Financial Services | 15 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2023 | 18 |
Integrated Advisors Network LLC | 16 | 16 | 0.00% | 0.08% | 0.27% | Q4 2019 | Q3 2023 | 18 |
Dynamic Advisor Solutions LLC | 14 | 14 | 0.00% | 0.08% | 0.16% | Q2 2020 | Q3 2023 | 18 |
Truvestments Capital LLC | 8 | 1 | 0.02% | 0.04% | 0.09% | Q3 2018 | Q3 2023 | 18 |
Well Done, LLC | 11 | 2 | 0.04% | 0.16% | 0.84% | Q2 2016 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2013 | Q3 2014 | 18 |
Canton Hathaway, LLC | 11 | 7 | 0.01% | 0.31% | 0.88% | Q4 2018 | Q3 2023 | 18 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.14% | 0.42% | 0.51% | Q4 2018 | Q4 2022 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.03% | 0.07% | 0.14% | Q2 2013 | Q3 2017 | 18 |
LifePlan Financial Group, Inc | 11 | 3 | 0.01% | 0.15% | 1.52% | Q2 2013 | Q3 2020 | 18 |
Centiva Capital, LP | 5 | 2 | 0.00% | 0.16% | 0.53% | Q4 2020 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.05% | 0.08% | 0.11% | Q2 2013 | Q3 2017 | 18 |
OLD SECOND NATIONAL BANK OF AURORA | 17 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 18 |
K2 PRINCIPAL FUND, L.P. | 5 | 1 | 0.04% | 0.40% | 1.12% | Q3 2015 | Q2 2023 | 18 |
SRS Capital Advisors, Inc. | 10 | 3 | 0.00% | 0.02% | 0.03% | Q4 2016 | Q3 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2020 | 18 |
Evanston Investments, Inc., dba Evanston Advisors | 10 | 8 | 0.04% | 0.17% | 0.29% | Q2 2013 | Q4 2018 | 18 |
L. Roy Papp & Associates, LLP | 18 | 18 | 0.03% | 0.05% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 17 | 17 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
SEGALL BRYANT & HAMILL, LLC | 11 | 6 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q3 2023 | 17 |
Institute for Wealth Management, LLC. | 10 | 1 | 0.01% | 0.48% | 2.08% | Q3 2013 | Q4 2022 | 17 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 10 | 10 | 0.00% | 0.07% | 0.19% | Q2 2019 | Q3 2021 | 17 |
Good Life Advisors, LLC | 15 | 15 | 0.00% | 0.12% | 0.15% | Q1 2020 | Q3 2023 | 17 |
Jaffetilchin Investment Partners, LLC | 7 | 4 | 0.03% | 0.47% | 1.43% | Q2 2013 | Q3 2023 | 17 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 17 | 17 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q2 2018 | 17 |
Violich Capital Management, Inc. | 17 | 17 | 0.08% | 0.10% | 0.14% | Q3 2019 | Q3 2023 | 17 |
Sunbelt Securities, Inc. | 13 | 1 | 0.01% | 0.07% | 0.15% | Q4 2016 | Q3 2023 | 17 |
People's United Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Clal Insurance Enterprises Holdings Ltd | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 17 |
Private Wealth Advisors, LLC | 15 | 15 | 0.00% | 1.63% | 3.16% | Q1 2020 | Q3 2023 | 17 |
BB&T SECURITIES, LLC | 10 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2019 | 17 |
Pensionmark Financial Group, LLC | 14 | 1 | 0.07% | 0.19% | 0.50% | Q4 2018 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.04% | 0.08% | 0.14% | Q3 2017 | Q3 2021 | 17 |
FINANCIAL CONSULATE, INC | 17 | 17 | 0.98% | 2.09% | 5.51% | Q4 2014 | Q4 2018 | 17 |
RATIONAL ADVISORS LLC | 6 | 1 | 0.00% | 0.10% | 0.20% | Q1 2009 | Q3 2022 | 17 |
CTC LLC | 5 | 1 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 17 |
Integrated Wealth Concepts LLC | 17 | 17 | 0.02% | 0.05% | 0.24% | Q3 2019 | Q3 2023 | 17 |
PINNACLE FINANCIAL PARTNERS INC | 10 | 1 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 17 |
MD Financial Management Inc. | 17 | 17 | 0.40% | 0.98% | 1.72% | Q4 2017 | Q4 2021 | 17 |
ASSOCIATED BANC-CORP | 17 | 17 | 0.02% | 0.04% | 0.11% | Q3 2019 | Q3 2023 | 17 |
Trek Financial, LLC | 17 | 17 | 0.03% | 0.07% | 0.17% | Q3 2019 | Q3 2023 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q2 2017 | 17 |
MACKENZIE FINANCIAL CORP | 8 | 3 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2022 | 17 |
DOLIVER ADVISORS, LP | 15 | 15 | 0.00% | 0.17% | 0.23% | Q2 2020 | Q4 2023 | 17 |
Point72 Asset Management, L.P. | 4 | 1 | 0.00% | 0.06% | 0.16% | Q2 2014 | Q1 2021 | 17 |
Ironsides Asset Advisors, LLC | 17 | 17 | 0.11% | 0.21% | 0.42% | Q3 2019 | Q3 2023 | 17 |
Ausdal Financial Partners, Inc. | 13 | 1 | 0.04% | 0.06% | 0.10% | Q4 2015 | Q3 2023 | 17 |
WINMILL & CO. INC | 17 | 17 | 0.14% | 0.17% | 0.22% | Q3 2019 | Q3 2023 | 17 |
Lee Financial Co | 11 | 1 | 0.00% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 17 |
Horrell Capital Management, Inc. | 14 | 1 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q3 2023 | 17 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 9 | 2 | 0.00% | 0.13% | 0.52% | Q2 2013 | Q1 2021 | 17 |
MinichMacGregor Wealth Management, LLC | 12 | 1 | 0.00% | 0.49% | 3.04% | Q4 2015 | Q3 2023 | 16 |
FIRST FOUNDATION ADVISORS | 9 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 16 |
Arete Wealth Advisors, LLC | 7 | 1 | 0.02% | 0.09% | 0.13% | Q2 2016 | Q2 2023 | 16 |
HOEY INVESTMENTS, INC | 16 | 16 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.00% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Vectors Research Management, LLC | 16 | 16 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2022 | 16 |
Robinson Value Management, Ltd. | 12 | 1 | 0.05% | 0.69% | 1.65% | Q2 2018 | Q3 2023 | 16 |
Arkadios Wealth Advisors | 16 | 16 | 0.06% | 0.11% | 0.47% | Q4 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.05% | 0.08% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q3 2023 | 16 |
WEALTHSOURCE PARTNERS, LLC | 9 | 1 | 0.02% | 0.08% | 0.16% | Q1 2016 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Manatuck Hill Partners, LLC | 8 | 1 | 0.26% | 1.13% | 1.94% | Q1 2016 | Q2 2022 | 16 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q2 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.05% | 0.08% | 0.13% | Q4 2019 | Q3 2023 | 16 |
FRANKLIN RESOURCES INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 16 |
Perigon Wealth Management, LLC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q3 2011 | Q3 2022 | 16 |
Alexandria Capital, LLC | 10 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2017 | 16 |
Cresset Asset Management, LLC | 13 | 3 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q3 2023 | 16 |
Sharkey, Howes & Javer | 15 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2019 | 16 |
Brown Advisory Securities, LLC | 11 | 2 | 0.05% | 0.07% | 0.10% | Q2 2014 | Q3 2018 | 16 |
WEATHERLY ASSET MANAGEMENT L. P. | 9 | 1 | 0.03% | 0.10% | 0.20% | Q2 2013 | Q4 2020 | 16 |
AGRAN LIBBIE | 16 | 16 | 0.10% | 0.12% | 0.20% | Q2 2013 | Q1 2017 | 16 |
MARATHON CAPITAL MANAGEMENT | 16 | 16 | 0.08% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 16 |
HBK Sorce Advisory LLC | 4 | 1 | 0.01% | 0.02% | 0.09% | Q2 2013 | Q2 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.06% | 0.18% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Capital Asset Advisory Services LLC | 16 | 16 | 0.09% | 0.49% | 1.02% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.05% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 15 | 1 | 0.07% | 0.23% | 0.58% | Q2 2018 | Q3 2022 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 13 | 1 | 0.00% | 0.09% | 0.25% | Q2 2016 | Q3 2023 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 13 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 16 |
Cribstone Capital Management, LLC | 16 | 16 | 0.02% | 0.04% | 0.07% | Q2 2016 | Q1 2020 | 16 |
Mascoma Wealth Management LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 16 |
THOMPSON DAVIS & CO., INC. | 13 | 2 | 0.04% | 0.06% | 0.08% | Q3 2014 | Q2 2018 | 15 |
ArchPoint Investors | 12 | 3 | 0.00% | 0.08% | 0.14% | Q4 2015 | Q4 2019 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.06% | 0.13% | Q2 2016 | Q4 2019 | 15 |
Capital Advisory Group Advisory Services, LLC | 7 | 1 | 0.00% | 0.11% | 0.45% | Q1 2018 | Q1 2022 | 15 |
Column Capital Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
CHOREO, LLC | 12 | 3 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2023 | 15 |
London & Capital Asset Management Ltd | 15 | 15 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Benin Management CORP | 13 | 2 | 0.09% | 0.14% | 0.19% | Q2 2013 | Q2 2020 | 15 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.09% | 0.19% | Q2 2013 | Q4 2016 | 15 |
BALYASNY ASSET MANAGEMENT L.P. | 8 | 2 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q1 2022 | 15 |
Corbenic Partners LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.07% | 0.12% | 0.16% | Q1 2020 | Q3 2023 | 15 |
Mutual Advisors, LLC | 15 | 15 | 0.03% | 0.06% | 0.09% | Q1 2020 | Q3 2023 | 15 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 9 | 2 | 0.02% | 0.06% | 0.13% | Q3 2014 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
SEI INVESTMENTS CO | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 15 |
Csenge Advisory Group | 14 | 1 | 0.02% | 0.08% | 0.20% | Q3 2018 | Q3 2023 | 15 |
Compagnie Lombard Odier SCmA | 12 | 3 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q2 2023 | 15 |
HBC Financial Services, PLLC | 15 | 15 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.12% | 0.20% | 0.28% | Q1 2020 | Q3 2023 | 15 |
TimeScale Financial, Inc. | 8 | 7 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q2 2023 | 15 |
Antonetti Capital Management LLC | 9 | 1 | 0.00% | 0.16% | 0.33% | Q2 2010 | Q3 2023 | 15 |
JOHNSON INVESTMENT COUNSEL INC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2017 | 15 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 15 |
B. Riley Wealth Management, Inc. | 9 | 6 | 0.02% | 0.17% | 0.37% | Q1 2014 | Q4 2021 | 15 |
Retirement Group, LLC | 14 | 1 | 0.08% | 0.11% | 0.31% | Q4 2019 | Q3 2023 | 15 |
PFG Advisors | 7 | 1 | 0.02% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 15 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 15 | 15 | 0.00% | 0.00% | 0.04% | Q4 2011 | Q2 2015 | 15 |
Arkos Global Advisors | 13 | 2 | 0.04% | 0.19% | 1.05% | Q4 2018 | Q3 2023 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.03% | 0.10% | 0.17% | Q4 2019 | Q3 2023 | 15 |
EVOKE WEALTH, LLC | 15 | 15 | 0.00% | 0.06% | 0.13% | Q1 2020 | Q3 2023 | 15 |
CHEMICAL BANK | 15 | 15 | 0.02% | 0.03% | 0.05% | Q4 2014 | Q2 2018 | 15 |
PERSONAL CFO SOLUTIONS, LLC | 10 | 5 | 0.00% | 0.11% | 0.15% | Q3 2019 | Q3 2023 | 15 |
ARDSLEY ADVISORY PARTNERS LP | 5 | 1 | 0.08% | 0.59% | 1.22% | Q1 2016 | Q3 2023 | 15 |
Cordasco Financial Network | 15 | 15 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q2 2017 | 15 |
Sagil Capital LLP | 10 | 1 | 2.36% | 8.08% | 17.00% | Q4 2017 | Q4 2022 | 14 |
BlueCrest Capital Management Ltd | 8 | 1 | 0.01% | 0.17% | 0.58% | Q2 2015 | Q1 2022 | 14 |
CASTLEARK MANAGEMENT LLC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2016 | 14 |
WEXFORD CAPITAL LP | 7 | 1 | 0.01% | 0.25% | 1.41% | Q1 2016 | Q3 2023 | 14 |
Hunter Perkins Capital Management, LLC | 14 | 14 | 0.05% | 0.09% | 0.25% | Q2 2020 | Q3 2023 | 14 |
WESCAP Management Group, Inc. | 14 | 14 | 0.61% | 0.83% | 1.31% | Q2 2020 | Q3 2023 | 14 |
Lesa Sroufe & Co | 9 | 5 | 1.94% | 3.10% | 4.18% | Q1 2020 | Q3 2023 | 14 |
PROFFITT & GOODSON INC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
IMC-Chicago, LLC | 7 | 1 | 0.00% | 0.02% | 0.11% | Q1 2019 | Q3 2023 | 14 |
SOROS CAPITAL MANAGEMENT LLC | 10 | 10 | 0.02% | 0.14% | 0.36% | Q2 2020 | Q3 2022 | 14 |
Bedell Frazier Investment Counselling, LLC | 14 | 14 | 0.80% | 0.98% | 1.15% | Q2 2020 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2016 | 14 |
Sowa Financial Group, Inc. | 14 | 14 | 0.08% | 0.15% | 0.21% | Q4 2019 | Q1 2023 | 14 |
Centennial Wealth Advisory LLC | 12 | 12 | 0.02% | 0.70% | 1.06% | Q4 2020 | Q3 2023 | 14 |
Selective Wealth Management, Inc. | 13 | 1 | 0.02% | 0.08% | 0.67% | Q3 2018 | Q3 2022 | 14 |
GeoWealth Management, LLC | 14 | 14 | 0.02% | 0.04% | 0.09% | Q2 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.02% | 0.02% | 0.03% | Q4 2013 | Q1 2017 | 14 |
Keel Point, LLC | 7 | 7 | 0.08% | 0.16% | 0.25% | Q4 2016 | Q3 2023 | 14 |
Stratos Wealth Advisors, LLC | 14 | 14 | 0.10% | 0.21% | 0.42% | Q2 2020 | Q3 2023 | 14 |
ROTHSCHILD INVESTMENT LLC /IL | 10 | 4 | 0.02% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
PIN OAK INVESTMENT ADVISORS INC | 9 | 2 | 0.00% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 14 |
EASTERN BANK | 14 | 14 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2016 | 14 |
Avantax Planning Partners, Inc. | 12 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 14 |
QUADRANT CAPITAL GROUP LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
FIRST INTERSTATE BANK | 14 | 14 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2018 | 14 |
Kore Private Wealth LLC | 12 | 2 | 0.01% | 0.04% | 0.10% | Q4 2018 | Q3 2022 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.01% | 0.09% | Q1 2016 | Q3 2023 | 14 |
DCF Advisers, LLC | 13 | 13 | 0.11% | 0.54% | 0.88% | Q3 2020 | Q3 2023 | 14 |
STANSBERRY ASSET MANAGEMENT, LLC | 11 | 11 | 0.02% | 1.05% | 1.61% | Q4 2018 | Q2 2021 | 14 |
Johnson Financial Group, Inc. | 13 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 14 |
Aberdeen Wealth Management LLC | 7 | 7 | 0.15% | 0.21% | 0.29% | Q4 2019 | Q3 2023 | 14 |
Atria Investments, Inc | 7 | 1 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 14 |
New Century Advisors, LLC | 9 | 1 | 2.69% | 5.38% | 8.86% | Q2 2014 | Q3 2022 | 14 |
Concert Wealth Management Inc. | 14 | 14 | 0.02% | 0.09% | 0.26% | Q2 2013 | Q3 2016 | 14 |
Busey Bank | 13 | 1 | 0.00% | 0.03% | 0.06% | Q3 2013 | Q4 2019 | 14 |
CAXTON ASSOCIATES LP | 6 | 2 | 0.04% | 0.84% | 2.52% | Q2 2020 | Q2 2022 | 14 |
COHEN & STEERS, INC. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
FIDUCIARY TRUST CO | 14 | 14 | 0.01% | 0.02% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Patten Group, Inc. | 7 | 1 | 0.00% | 0.05% | 0.12% | Q3 2016 | Q3 2023 | 14 |
FIRST FINANCIAL CORP /IN/ | 14 | 14 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 14 |
PSI Advisors, LLC | 13 | 1 | 0.04% | 0.39% | 0.53% | Q4 2019 | Q3 2023 | 14 |
Laidlaw Wealth Management LLC | 14 | 14 | 0.13% | 0.30% | 0.61% | Q2 2020 | Q3 2023 | 14 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2021 | 14 |
WealthPLAN Partners, LLC | 6 | 1 | 0.00% | 0.02% | 0.02% | Q1 2015 | Q2 2023 | 14 |
DAGCO, INC. | 14 | 14 | 0.13% | 0.35% | 0.49% | Q2 2020 | Q3 2023 | 14 |
M&R CAPITAL MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2019 | 14 |
Mount Yale Investment Advisors, LLC | 14 | 14 | 0.03% | 0.07% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 14 |
New Potomac Partners, LLC | 14 | 14 | 0.80% | 2.50% | 3.40% | Q2 2020 | Q3 2023 | 14 |
Crewe Advisors LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2023 | 14 |
Grandview Asset Management LLC | 14 | 14 | 0.14% | 0.24% | 0.53% | Q2 2020 | Q3 2023 | 14 |
Laurel Wealth Advisors LLC | 13 | 13 | 0.00% | 0.02% | 0.04% | Q3 2020 | Q3 2023 | 13 |
BROWN BROTHERS HARRIMAN & CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2022 | 13 |
NWAM LLC | 12 | 1 | 0.03% | 0.20% | 0.40% | Q1 2015 | Q3 2023 | 13 |
Secure Asset Management, LLC | 11 | 2 | 0.09% | 0.12% | 0.15% | Q4 2019 | Q1 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 8 | 1 | 0.00% | 0.03% | 0.04% | Q4 2018 | Q1 2023 | 13 |
GREAT VALLEY ADVISOR GROUP, INC. | 13 | 13 | 0.02% | 0.06% | 0.15% | Q3 2020 | Q3 2023 | 13 |
1832 Asset Management L.P. | 6 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 13 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 13 |
ACG Wealth | 4 | 1 | 0.00% | 0.09% | 0.71% | Q3 2014 | Q2 2022 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.05% | 0.09% | 0.13% | Q2 2013 | Q2 2016 | 13 |
CLEAR INVESTMENT RESEARCH, LLC | 7 | 2 | 0.01% | 0.10% | 0.33% | Q1 2017 | Q3 2023 | 13 |
Lyons Wealth Management, LLC. | 7 | 7 | 0.00% | 0.11% | 0.62% | Q1 2017 | Q3 2018 | 13 |
EXANE DERIVATIVES | 13 | 13 | 0.00% | 0.11% | 0.69% | Q2 2019 | Q2 2022 | 13 |
Giverny Capital | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Optiver US LLC | 8 | 5 | 0.01% | 0.08% | 0.19% | Q3 2017 | Q4 2020 | 13 |
ALTFEST L J & CO INC | 13 | 13 | 0.07% | 0.12% | 0.27% | Q3 2020 | Q3 2023 | 13 |
Perennial Advisors, LLC | 9 | 1 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q2 2021 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.06% | 0.09% | 0.12% | Q3 2020 | Q3 2023 | 13 |
WESPAC Advisors SoCal, LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q1 2019 | 13 |
NWI MANAGEMENT LP | 13 | 13 | 0.05% | 0.11% | 0.24% | Q3 2020 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 13 |
Pinnacle Bancorp, Inc. | 13 | 13 | 0.00% | 0.09% | 0.18% | Q3 2020 | Q3 2023 | 13 |
DSC Advisors, L.P. | 3 | 1 | 0.01% | 0.38% | 1.02% | Q2 2013 | Q2 2022 | 13 |
Formidable Asset Management, LLC | 11 | 1 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q4 2021 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.02% | 0.05% | 0.15% | Q3 2020 | Q3 2023 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2016 | 13 |
Apriem Advisors | 13 | 13 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2016 | 13 |
CACTI ASSET MANAGEMENT LLC | 13 | 13 | 0.02% | 0.17% | 0.38% | Q4 2020 | Q4 2023 | 13 |
GABLES CAPITAL MANAGEMENT INC. | 13 | 13 | 0.01% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.04% | 0.30% | Q3 2020 | Q2 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.06% | 0.10% | 0.15% | Q2 2013 | Q2 2016 | 13 |
C Partners Holding GmbH | 13 | 13 | 3.79% | 4.98% | 6.17% | Q3 2020 | Q3 2023 | 13 |
Garde Capital, Inc. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
TD ASSET MANAGEMENT INC | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 13 |
Kamunting Street Capital Management, L.P. | 8 | 1 | 0.14% | 3.74% | 10.18% | Q3 2019 | Q1 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.03% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
Risk Paradigm Group, LLC | 13 | 13 | 0.03% | 0.07% | 0.15% | Q1 2015 | Q1 2018 | 13 |
ATWOOD & PALMER INC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 13 |
Gladstone Institutional Advisory LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q3 2020 | Q3 2023 | 13 |
Kazazian Asset Management, LLC | 12 | 1 | 0.53% | 2.28% | 4.30% | Q4 2014 | Q1 2019 | 13 |
MONETARY MANAGEMENT GROUP INC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Radnor Capital Management, LLC | 11 | 2 | 0.05% | 0.08% | 0.15% | Q2 2020 | Q3 2023 | 13 |
Fore Research & Management, LP | 12 | 1 | 0.27% | 2.78% | 6.61% | Q1 2014 | Q2 2017 | 13 |
AUGUSTINE ASSET MANAGEMENT INC | 13 | 13 | 1.08% | 1.55% | 2.12% | Q3 2020 | Q3 2023 | 13 |
CENTRAL BANK & TRUST CO | 11 | 2 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2018 | 13 |
Harvest Investment Services, LLC | 13 | 13 | 0.41% | 0.81% | 2.03% | Q3 2020 | Q3 2023 | 13 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.08% | 0.31% | Q2 2015 | Q3 2023 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 0.10% | 0.14% | 0.17% | Q4 2015 | Q4 2018 | 13 |
Avion Wealth | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Cruiser Capital Advisors, LLC | 13 | 13 | 0.26% | 0.36% | 0.64% | Q3 2020 | Q3 2023 | 13 |
Harel Insurance Investments & Financial Services Ltd. | 13 | 13 | 0.01% | 0.02% | 0.09% | Q3 2020 | Q3 2023 | 13 |
GABELLI FUNDS LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2019 | 13 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.18% | 0.35% | 0.46% | Q4 2020 | Q3 2023 | 12 |
PEAPACK GLADSTONE FINANCIAL CORP | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
INTREPID CAPITAL MANAGEMENT INC | 10 | 2 | 0.00% | 0.30% | 1.00% | Q4 2016 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.04% | 0.07% | 0.11% | Q4 2018 | Q3 2021 | 12 |
Global Endowment Management, LP | 12 | 12 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q2 2022 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
BOURGEON CAPITAL MANAGEMENT LLC | 6 | 1 | 0.00% | 0.07% | 0.26% | Q1 2016 | Q2 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.16% | 0.23% | 0.34% | Q4 2020 | Q3 2023 | 12 |
BRAVE ASSET MANAGEMENT INC | 4 | 1 | 0.02% | 0.07% | 0.10% | Q2 2016 | Q1 2022 | 12 |
Ion Asset Management Ltd. | 7 | 5 | 1.36% | 1.91% | 2.67% | Q2 2020 | Q3 2023 | 12 |
Veritable, L.P. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2012 | Q3 2016 | 12 |
Almanack Investment Partners, LLC. | 12 | 12 | 0.04% | 0.97% | 2.41% | Q3 2019 | Q2 2022 | 12 |
EFG Asset Management (Americas) Corp. | 8 | 2 | 0.01% | 0.06% | 0.09% | Q4 2013 | Q2 2018 | 12 |
Wellington Shields Capital Management, LLC | 11 | 1 | 0.04% | 0.22% | 0.66% | Q1 2016 | Q3 2023 | 12 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.00% | 0.19% | 1.01% | Q3 2013 | Q3 2020 | 12 |
PEOPLES FINANCIAL SERVICES CORP. | 7 | 1 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q2 2020 | 12 |
IRONWOOD WEALTH MANAGEMENT, INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Kercheville Advisors, LLC | 12 | 12 | 0.12% | 0.22% | 0.33% | Q4 2020 | Q3 2023 | 12 |
PARSONS CAPITAL MANAGEMENT INC/RI | 12 | 12 | 0.02% | 0.06% | 0.22% | Q4 2020 | Q3 2023 | 12 |
KGH Ltd | 5 | 3 | 0.20% | 1.75% | 5.08% | Q1 2015 | Q3 2020 | 12 |
Quadrant Private Wealth Management, LLC | 8 | 4 | 0.06% | 0.08% | 0.11% | Q3 2020 | Q3 2023 | 12 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 12 |
Eudaimonia Partners, LLC | 7 | 5 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 12 |
Verity Asset Management, Inc. | 7 | 5 | 0.25% | 0.50% | 0.69% | Q3 2020 | Q3 2023 | 12 |
U S GLOBAL INVESTORS INC | 5 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 12 |
Keystone Financial Group | 10 | 2 | 0.04% | 0.05% | 0.06% | Q3 2020 | Q3 2023 | 12 |
Baystate Wealth Management LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 12 |
West Family Investments, Inc. | 9 | 3 | 0.21% | 1.45% | 2.50% | Q3 2020 | Q3 2023 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Balentine LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q4 2017 | 12 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2018 | 12 |
Belmont Capital, LLC | 9 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2023 | 12 |
United Capital Management of KS, Inc. | 12 | 12 | 0.08% | 0.55% | 2.84% | Q1 2020 | Q4 2022 | 12 |
Ahrens Investment Partners LLC | 10 | 2 | 0.10% | 0.24% | 1.46% | Q1 2020 | Q1 2023 | 12 |
Wealthspire Advisors, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 2 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
BANQUE PICTET & CIE SA | 8 | 1 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q3 2023 | 12 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.04% | 0.13% | Q1 2020 | Q2 2023 | 12 |
SPHINX TRADING, LP | 9 | 1 | 0.04% | 0.32% | 0.75% | Q4 2014 | Q4 2021 | 12 |
E&G Advisors, LP | 12 | 12 | 0.09% | 0.20% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Princeton Global Asset Management LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 12 |
NATIONAL PENN INVESTORS TRUST CO /PA | 11 | 11 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q1 2016 | 11 |
BLACKROCK ADVISORS LLC | 10 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q4 2016 | 11 |
Accel Wealth Management | 11 | 11 | 0.03% | 0.10% | 0.14% | Q4 2020 | Q2 2023 | 11 |
SALEM INVESTMENT COUNSELORS INC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.10% | 0.12% | 0.14% | Q1 2014 | Q1 2017 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.04% | Q4 2016 | Q2 2019 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.08% | 0.12% | Q1 2021 | Q3 2023 | 11 |
Hillcrest Wealth Advisors - NY, LLC | 6 | 1 | 0.18% | 0.36% | 0.56% | Q4 2018 | Q3 2022 | 11 |
Bristlecone Advisors, LLC | 10 | 1 | 0.02% | 0.07% | 0.17% | Q3 2017 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.01% | 0.10% | 0.21% | Q2 2013 | Q4 2015 | 11 |
Leelyn Smith, LLC | 10 | 1 | 0.00% | 0.04% | 0.09% | Q1 2020 | Q4 2022 | 11 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 11 | 11 | 0.01% | 0.02% | 0.10% | Q4 2015 | Q2 2018 | 11 |
Capital Analysts, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.06% | 0.17% | 0.34% | Q1 2021 | Q3 2023 | 11 |
HM PAYSON & CO | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Beacon Pointe Advisors, LLC | 11 | 11 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Cadence Wealth Management LLC | 11 | 11 | 10.10% | 14.80% | 18.38% | Q1 2021 | Q3 2023 | 11 |
Professional Financial Advisors, LLC | 9 | 2 | 0.01% | 0.05% | 0.24% | Q3 2020 | Q3 2023 | 11 |
Activest Wealth Management | 11 | 11 | 0.13% | 0.59% | 1.92% | Q1 2021 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 11 |
Wealth Quarterback LLC | 6 | 1 | 0.06% | 1.40% | 3.12% | Q1 1987 | Q3 2023 | 11 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
LOGAN CAPITAL MANAGEMENT INC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Fusion Family Wealth LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2019 | 11 |
Visionary Wealth Advisors | 7 | 4 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 11 |
Sargent Bickham Lagudis LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2022 | 11 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 7 | 1 | 0.00% | 0.14% | 0.44% | Q4 2019 | Q3 2022 | 11 |
Simmons Bank | 11 | 11 | 0.05% | 0.07% | 0.11% | Q3 2016 | Q1 2019 | 11 |
Lido Advisors, LLC | 11 | 11 | 0.00% | 0.02% | 0.05% | Q3 2020 | Q1 2023 | 11 |
Poehling Capital Management, INC. | 11 | 11 | 0.18% | 0.49% | 1.02% | Q1 2021 | Q3 2023 | 11 |
Smith Affiliated Capital Corp. | 8 | 1 | 0.04% | 1.19% | 4.39% | Q4 2010 | Q4 2016 | 11 |
BENJAMIN EDWARDS INC | 11 | 11 | 0.00% | 0.04% | 0.21% | Q2 2020 | Q4 2022 | 11 |
SUMMIT FINANCIAL GROUP, INC. | 11 | 11 | 0.08% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
New England Professional Planning Group Inc. | 11 | 11 | 0.00% | 0.12% | 0.16% | Q1 2021 | Q3 2023 | 11 |
Segment Wealth Management, LLC | 7 | 1 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q3 2023 | 11 |
Clearview Wealth Advisors LLC | 11 | 11 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 11 |
LMR Partners LLP | 10 | 1 | 0.04% | 0.06% | 0.08% | Q3 2019 | Q3 2023 | 11 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Alpha Omega Wealth Management LLC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q2 2019 | 11 |
Laurel Wealth Advisors, Inc. | 10 | 1 | 0.04% | 0.20% | 0.55% | Q1 2020 | Q4 2022 | 11 |
First Heartland Consultants, Inc. | 6 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 11 |
Clear Perspective Advisors, LLC | 11 | 11 | 0.01% | 0.18% | 0.24% | Q4 2016 | Q2 2019 | 11 |
Perennial Investment Advisors, LLC | 10 | 1 | 0.11% | 0.20% | 0.30% | Q3 2020 | Q3 2023 | 11 |
Argentus Capital Management, LLC | 6 | 2 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2016 | 11 |
Vontobel Holding Ltd. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Financial Management Professionals, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
COMERICA SECURITIES,INC. | 11 | 11 | 0.08% | 0.12% | 0.19% | Q1 2021 | Q3 2023 | 11 |
Meridian Wealth Management, LLC | 4 | 1 | 0.01% | 0.08% | 0.22% | Q2 2019 | Q3 2023 | 10 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 8 | 2 | 0.30% | 0.38% | 0.73% | Q3 2016 | Q4 2019 | 10 |
STEVENS CAPITAL MANAGEMENT LP | 5 | 1 | 0.05% | 0.94% | 3.46% | Q2 2013 | Q3 2023 | 10 |
GUARDIAN CAPITAL ADVISORS LP | 10 | 10 | 0.04% | 0.23% | 0.74% | Q3 2019 | Q4 2021 | 10 |
Freestone Capital Holdings, LLC | 5 | 1 | 0.00% | 0.25% | 1.01% | Q2 2013 | Q4 2020 | 10 |
180 WEALTH ADVISORS, LLC | 8 | 2 | 0.04% | 0.09% | 0.19% | Q4 2020 | Q2 2023 | 10 |
Stonebridge Capital Advisors LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
JUNCTURE WEALTH STRATEGIES, LLC | 9 | 1 | 0.20% | 0.59% | 1.07% | Q2 2016 | Q4 2020 | 10 |
AlphaStar Capital Management, LLC | 4 | 2 | 0.00% | 0.03% | 0.09% | Q4 2018 | Q3 2023 | 10 |
MYCIO WEALTH PARTNERS, LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 10 |
Essex Financial Services, Inc. | 5 | 2 | 0.04% | 0.21% | 0.67% | Q1 2017 | Q3 2023 | 10 |
FLC Capital Advisors | 7 | 3 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q2 2023 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
CreativeOne Wealth, LLC | 8 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 10 |
CREDIT AGRICOLE S A | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 10 |
CHARTWELL INVESTMENT PARTNERS, LLC | 10 | 10 | 0.13% | 0.21% | 0.34% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Chanos & Co LP | 8 | 8 | 0.07% | 0.39% | 0.80% | Q2 2016 | Q1 2018 | 10 |
MGO ONE SEVEN LLC | 7 | 1 | 0.01% | 0.04% | 0.10% | Q4 2017 | Q3 2023 | 10 |
Aspire Private Capital, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 10 |
Waverly Advisors, LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2017 | 10 |
First Financial Bank - Trust Division | 6 | 4 | 0.03% | 0.04% | 0.06% | Q4 2016 | Q2 2021 | 10 |
Private Wealth Strategies, L.L.C. | 7 | 1 | 0.05% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 10 |
CenterStar Asset Management, LLC | 3 | 2 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2020 | 10 |
CAPITAL GUARDIAN TRUST CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2017 | 10 |
Wealthstar Advisors, LLC | 8 | 2 | 0.06% | 0.12% | 0.15% | Q2 2018 | Q3 2021 | 10 |
Leucadia National | 4 | 4 | 0.00% | 0.23% | 0.86% | Q4 2022 | Q3 2023 | 10 |
Asset Dedication, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2015 | Q3 2023 | 10 |
Algebris Investments (UK) LLP | 9 | 9 | 0.38% | 2.54% | 8.98% | Q4 2013 | Q4 2015 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2023 | 10 |
WESBANCO BANK INC | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2019 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.06% | 0.09% | 0.13% | Q1 2021 | Q2 2023 | 10 |
MONECO Advisors, LLC | 10 | 10 | 0.08% | 0.10% | 0.13% | Q2 2021 | Q3 2023 | 10 |
Braun-Bostich & Associates Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 7 | 3 | 0.04% | 0.07% | 0.09% | Q3 2020 | Q2 2023 | 10 |
Partnervest Advisory Services LLC | 5 | 1 | 0.00% | 0.05% | 0.26% | Q2 2013 | Q3 2020 | 10 |
3EDGE Asset Management, LP | 8 | 1 | 0.00% | 0.09% | 0.22% | Q2 2020 | Q1 2023 | 10 |
Capital Investment Advisors, LLC | 8 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2023 | 10 |
tru Independence LLC | 7 | 3 | 0.00% | 0.55% | 3.35% | Q4 2019 | Q2 2022 | 10 |
New Harbor Financial Group, LLC | 5 | 1 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q3 2016 | 10 |
ACCESS FINANCIAL SERVICES, INC. | 7 | 1 | 0.13% | 0.14% | 0.17% | Q4 2016 | Q1 2022 | 10 |
Ellsworth Advisors, LLC | 10 | 10 | 0.37% | 0.62% | 0.88% | Q4 2020 | Q1 2023 | 10 |
Key FInancial Inc | 9 | 1 | 0.00% | 0.00% | 0.03% | Q1 2021 | Q3 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 10 |
Southeast Asset Advisors Inc. | 10 | 10 | 0.17% | 0.20% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Herr Investment Group LLC | 4 | 4 | 0.44% | 3.37% | 9.39% | Q4 2022 | Q3 2023 | 10 |
Cedar Mountain Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 10 |
TOTAL INVESTMENT MANAGEMENT INC | 10 | 10 | 1.48% | 3.26% | 5.94% | Q2 2021 | Q3 2023 | 10 |
Barry Investment Advisors, LLC | 10 | 10 | 0.19% | 2.37% | 3.47% | Q1 2020 | Q2 2022 | 10 |
Foster Victor Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.05% | 0.14% | Q4 2018 | Q2 2023 | 10 |
Journey Advisory Group, LLC | 10 | 10 | 0.04% | 0.44% | 1.39% | Q4 2020 | Q1 2023 | 10 |
Cerity Partners LLC | 8 | 2 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q3 2023 | 10 |
Greenlight Capital | 9 | 9 | 1.21% | 1.92% | 2.32% | Q3 2021 | Q3 2023 | 9 |
C M BIDWELL & ASSOCIATES LTD | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2022 | 9 |
STEADFAST CAPITAL MANAGEMENT LP | 3 | 1 | 0.13% | 0.61% | 1.23% | Q2 2014 | Q1 2022 | 9 |
StoneX Group Inc. | 6 | 3 | 0.04% | 0.14% | 0.32% | Q3 2020 | Q3 2023 | 9 |
ZACKS INVESTMENT MANAGEMENT | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 9 |
PFG Private Wealth Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 9 |
HL FINANCIAL SERVICES LLC | 8 | 1 | 0.02% | 0.03% | 0.14% | Q2 2016 | Q1 2019 | 9 |
Apollon Wealth Management, LLC | 9 | 9 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2023 | 9 |
ISTHMUS PARTNERS, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Edge Wealth Management LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2020 | 9 |
Optiver Holding B.V. | 5 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 9 |
Western Wealth Management, LLC | 8 | 1 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q3 2023 | 9 |
JGP Wealth Management, LLC | 9 | 9 | 0.04% | 0.07% | 0.10% | Q3 2020 | Q3 2022 | 9 |
Horan Securities, Inc. | 7 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2023 | 9 |
Janney Capital Management LLC | 5 | 1 | 0.02% | 0.61% | 1.14% | Q2 2016 | Q2 2021 | 9 |
Faithward Advisors, LLC | 8 | 1 | 0.04% | 1.98% | 2.84% | Q2 2021 | Q3 2023 | 9 |
IFC Holdings Incorporated/FL | 5 | 1 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2016 | 9 |
ARMOR ADVISORS, L.L.C. | 9 | 9 | 2.28% | 6.71% | 12.46% | Q1 2020 | Q1 2022 | 9 |
VICUS CAPITAL | 9 | 9 | 0.05% | 1.03% | 2.15% | Q2 2013 | Q2 2015 | 9 |
Ashfield Capital Partners, LLC | 9 | 9 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2022 | 9 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 4 | 0.00% | 0.03% | 0.05% | Q1 2017 | Q3 2023 | 9 |
Global Financial Private Capital, Inc | 5 | 4 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q1 2020 | 9 |
WMS Partners, LLC | 9 | 9 | 0.11% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
MONEY CONCEPTS CAPITAL CORP | 7 | 2 | 0.02% | 0.31% | 0.58% | Q4 2020 | Q2 2023 | 9 |
Pure Financial Advisors, LLC | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 9 |
Merit Financial Group, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 9 |
Windsor Financial Group, LLC | 9 | 9 | 0.13% | 0.16% | 0.26% | Q2 2015 | Q2 2017 | 9 |
Lincoln Capital LLC | 6 | 1 | 0.05% | 0.19% | 0.30% | Q3 2018 | Q1 2022 | 9 |
COMERICA SECURITIES INC | 8 | 1 | 0.10% | 0.55% | 0.96% | Q2 2013 | Q4 2016 | 9 |
Enterprise Trust & Investment Co | 9 | 9 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2022 | 9 |
Glassman Wealth Services | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 9 |
Independent Wealth Network Inc. | 9 | 9 | 0.76% | 0.92% | 1.02% | Q3 2021 | Q3 2023 | 9 |
Brinker Capital Investments, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2019 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.06% | 0.37% | Q2 2021 | Q3 2023 | 9 |
SOL Capital Management CO | 8 | 1 | 0.04% | 0.09% | 0.26% | Q2 2013 | Q1 2023 | 9 |
QCM Cayman, Ltd. | 3 | 1 | 0.03% | 1.70% | 3.82% | Q1 2017 | Q2 2023 | 9 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 3 | 0.02% | 0.04% | 0.11% | Q3 2020 | Q3 2023 | 9 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 9 | 9 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q2 2023 | 9 |
Bellwether Advisors, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 9 |
Clark Capital Management Group, Inc. | 8 | 1 | 0.04% | 0.05% | 0.09% | Q2 2020 | Q3 2023 | 9 |
Amida Capital Management II, LLC | 4 | 1 | 0.07% | 0.25% | 0.65% | Q1 2013 | Q2 2014 | 9 |
Allen Capital Group, LLC | 5 | 4 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q2 2020 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BTC Capital Management, Inc. | 9 | 9 | 0.05% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
CNB Bank | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 9 |
Spectrum Management Group, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q3 2022 | 9 |
Silverleafe Capital Partners, LLC | 8 | 8 | 0.03% | 0.26% | 0.87% | Q2 2020 | Q1 2022 | 9 |
Strategic Wealth Partners, Ltd. | 6 | 1 | 0.00% | 0.04% | 0.07% | Q4 2017 | Q1 2023 | 9 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2021 | 9 |
Alphadyne Asset Management LP | 2 | 1 | 1.13% | 7.20% | 32.68% | Q2 2016 | Q4 2022 | 9 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2015 | 9 |
Cambridge Advisors Inc. | 9 | 9 | 0.09% | 0.10% | 0.12% | Q1 2021 | Q1 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 9 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 9 | 9 | 0.27% | 1.21% | 3.43% | Q3 2014 | Q3 2016 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.13% | 0.17% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Willingdon Wealth Management | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 9 |
Windsor Capital Management, LLC | 8 | 1 | 0.02% | 0.19% | 0.28% | Q2 2013 | Q3 2015 | 9 |
Bragg Financial Advisors, Inc | 9 | 9 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q1 2022 | 9 |
HoyleCohen, LLC | 8 | 1 | 0.03% | 0.04% | 0.06% | Q4 2017 | Q3 2020 | 9 |
RB Capital Management, LLC | 8 | 8 | 0.01% | 0.21% | 0.32% | Q4 2016 | Q3 2018 | 8 |
Robertson Stephens Wealth Management, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 4 | 2 | 0.01% | 0.05% | 0.10% | Q1 2020 | Q3 2023 | 8 |
Hedges Asset Management LLC | 8 | 8 | 0.21% | 0.22% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Sepio Capital, LP | 8 | 8 | 0.10% | 0.16% | 0.26% | Q3 2020 | Q2 2022 | 8 |
Executive Wealth Management, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 8 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 8 | 8 | 0.43% | 0.70% | 1.02% | Q4 2021 | Q3 2023 | 8 |
Capital Wealth Planning, LLC | 8 | 8 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q3 2022 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Personal Capital Advisors Corp | 5 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 8 |
CBIZ Investment Advisory Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2021 | 8 |
Moloney Securities Asset Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
Grand Central Investment Group | 8 | 8 | 3.03% | 7.57% | 10.19% | Q4 2020 | Q3 2022 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.12% | 0.20% | 0.36% | Q4 2021 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.01% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Stonehearth Capital Management, LLC | 8 | 8 | 0.11% | 2.24% | 3.80% | Q2 2020 | Q1 2022 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Mraz, Amerine & Associates, Inc. | 3 | 2 | 0.05% | 0.08% | 0.11% | Q3 2019 | Q1 2022 | 8 |
HOWARD FINANCIAL SERVICES, LTD. | 7 | 1 | 0.05% | 0.13% | 0.22% | Q3 2020 | Q4 2022 | 8 |
Bank Julius Baer & Co. Ltd, Zurich | 8 | 8 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q4 2021 | 8 |
Flaharty Asset Management, LLC | 7 | 1 | 0.00% | 2.84% | 4.16% | Q1 2017 | Q3 2023 | 8 |
Sullivan, Bruyette, Speros & Blaney, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 8 |
Lombard Odier Asset Management (USA) Corp | 4 | 1 | 0.34% | 0.99% | 1.97% | Q3 2020 | Q3 2023 | 8 |
Founders Financial Alliance, LLC | 7 | 1 | 0.02% | 0.15% | 0.20% | Q3 2020 | Q3 2023 | 8 |
TELEMUS CAPITAL, LLC | 7 | 1 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 8 |
Private Capital Group, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 8 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2015 | 8 |
AVALON CAPITAL MANAGEMENT | 5 | 1 | 0.29% | 0.62% | 0.93% | Q2 2013 | Q2 2017 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.15% | 0.24% | 0.33% | Q4 2021 | Q3 2023 | 8 |
BFSG, LLC | 8 | 8 | 0.34% | 0.54% | 0.74% | Q4 2021 | Q3 2023 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q4 2015 | 8 |
Permanens Capital L.P. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2021 | 8 |
Colonial Trust Advisors | 4 | 4 | 0.01% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 8 |
First City Capital Management, Inc. | 8 | 8 | 0.04% | 0.05% | 0.08% | Q2 2014 | Q1 2016 | 8 |
STERNE AGEE GROUP, INC. | 8 | 8 | 0.05% | 0.12% | 0.27% | Q2 2013 | Q1 2015 | 8 |
Alberta Investment Management Corp | 8 | 8 | 0.20% | 0.91% | 1.65% | Q2 2020 | Q1 2022 | 8 |
Cavalier Investments, LLC | 7 | 1 | 0.16% | 0.28% | 0.81% | Q3 2016 | Q3 2023 | 8 |
Foundations Investment Advisors, LLC | 8 | 8 | 0.02% | 0.16% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Stonehage Fleming (UK) Ltd | 6 | 2 | 0.36% | 0.89% | 1.60% | Q4 2013 | Q4 2015 | 8 |
Bluefin Trading, LLC | 3 | 1 | 0.00% | 0.03% | 0.11% | Q3 2013 | Q4 2019 | 8 |
JUMP TRADING, LLC | 3 | 1 | 0.01% | 0.14% | 0.69% | Q2 2019 | Q2 2020 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.65% | 0.81% | 0.95% | Q4 2021 | Q3 2023 | 8 |
WealthTrust-Arizona, LLC | 8 | 8 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Close Asset Management Ltd | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.01% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Chesley Taft & Associates LLC | 6 | 2 | 0.02% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 8 |
Lane Generational LLC | 8 | 8 | 0.38% | 0.48% | 0.60% | Q4 2021 | Q3 2023 | 8 |
Orion Portfolio Solutions, LLC | 5 | 3 | 0.00% | 0.04% | 0.14% | Q4 2019 | Q3 2023 | 8 |
InterOcean Capital Group, LLC | 8 | 8 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Baron Financial Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2022 | 8 |
Windsor Creek Advisors, LLC | 7 | 7 | 0.13% | 0.24% | 0.32% | Q2 2020 | Q4 2021 | 8 |
Ellis Investment Partners, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2021 | 8 |
Crosspoint Capital Strategies, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2015 | 8 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 8 | 8 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q1 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ENTERPRISE FINANCIAL SERVICES CORP | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2020 | 8 |
CALTON & ASSOCIATES, INC. | 5 | 1 | 0.00% | 0.15% | 0.45% | Q4 2017 | Q3 2023 | 8 |
SevenOneSeven Capital Management | 8 | 8 | 1.91% | 2.70% | 3.34% | Q4 2021 | Q3 2023 | 8 |
Haverford Trust Co | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 8 |
STRATEGIC WEALTH MANAGEMENT INC | 8 | 8 | 1.51% | 3.63% | 5.11% | Q4 2012 | Q3 2014 | 8 |
Royal Capital Wealth Management, LLC | 8 | 8 | 0.26% | 0.32% | 0.36% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q1 2015 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.07% | 0.13% | 0.16% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.02% | 0.05% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Heritage Trust Co | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q4 2018 | 8 |
SCHULHOFF & CO INC | 4 | 2 | 0.08% | 0.10% | 0.12% | Q3 2020 | Q1 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q3 2023 | 8 |
EP Wealth Advisors, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 8 |
RiverGlades Family Offices LLC | 4 | 4 | 0.16% | 0.26% | 0.36% | Q3 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 8 |
WASHINGTON TRUST Co | 7 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2021 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 8 |
City State Bank | 8 | 8 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
Summit Global Investments | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Matrix Trust Co | 8 | 8 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q2 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
St. Johns Investment Management Company, LLC | 7 | 1 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q1 2020 | 8 |
Bank Pictet & Cie (Europe) AG | 8 | 8 | 0.08% | 0.19% | 0.57% | Q2 2014 | Q1 2016 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2015 | 8 |
Barnett & Company, Inc. | 7 | 7 | 0.21% | 0.33% | 0.43% | Q3 2020 | Q1 2022 | 7 |
RAYMOND JAMES TRUST N.A. | 5 | 2 | 0.01% | 0.02% | 0.03% | Q3 2016 | Q3 2021 | 7 |
FORTE CAPITAL LLC /ADV | 7 | 7 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q2 2023 | 7 |
WASHINGTON TRUST BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2018 | 7 |
Spouting Rock Asset Management, LLC | 5 | 2 | 0.14% | 0.38% | 0.57% | Q3 2020 | Q2 2022 | 7 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.00% | 0.05% | 0.28% | Q2 2016 | Q4 2022 | 7 |
Beirne Wealth Consulting Services, LLC | 7 | 7 | 0.59% | 0.70% | 0.82% | Q4 2018 | Q2 2020 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
Intersect Capital LLC | 7 | 7 | 0.04% | 0.11% | 0.18% | Q3 2020 | Q1 2022 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
SOUTH GEORGIA CAPITAL, LLC | 6 | 1 | 0.05% | 0.07% | 0.13% | Q4 2013 | Q3 2015 | 7 |
Warberg Asset Management LLC | 6 | 1 | 0.10% | 0.32% | 0.57% | Q4 2020 | Q3 2022 | 7 |
Camarda Financial Advisors, LLC | 5 | 1 | 0.00% | 0.46% | 3.22% | Q4 2014 | Q4 2022 | 7 |
Jump Financial, LLC | 4 | 1 | 0.01% | 0.30% | 0.84% | Q1 2021 | Q2 2023 | 7 |
FRONTIER INVESTMENT MGMT CO | 7 | 7 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2020 | 7 |
Sterling Investment Advisors, Ltd. | 6 | 1 | 0.00% | 0.00% | 0.02% | Q1 2020 | Q2 2022 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 5 | 2 | 0.02% | 0.04% | 0.07% | Q4 2021 | Q3 2023 | 7 |
QS Investors, LLC | 7 | 7 | 0.05% | 0.14% | 0.29% | Q1 2014 | Q3 2015 | 7 |
Bray Capital Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Quad-Cities Investment Group, LLC | 6 | 1 | 0.05% | 0.08% | 0.18% | Q2 2018 | Q1 2022 | 7 |
EMORY UNIVERSITY | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2011 | Q4 2012 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2021 | Q3 2022 | 7 |
BTG Pactual Global Asset Management Ltd | 3 | 1 | 0.10% | 0.69% | 1.36% | Q2 2019 | Q3 2021 | 7 |
W.G. Shaheen & Associates DBA Whitney & Co | 7 | 7 | 0.47% | 0.53% | 0.58% | Q3 2020 | Q1 2022 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q1 2021 | 7 |
Horizons Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q4 2023 | 7 |
Joseph P. Lucia & Associates, LLC | 4 | 1 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q2 2022 | 7 |
PRIMORIS WEALTH ADVISORS, LLC | 7 | 7 | 0.64% | 1.51% | 4.58% | Q1 2022 | Q3 2023 | 7 |
EQUITEC PROPRIETARY MARKETS, LLC | 6 | 1 | 0.00% | 0.02% | 0.05% | Q4 2014 | Q4 2016 | 7 |
Neuberger Berman Canada ULC | 7 | 7 | 0.04% | 0.08% | 0.13% | Q3 2014 | Q1 2016 | 7 |
Baker Avenue Asset Management, LP | 4 | 1 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q1 2023 | 7 |
Fisher Asset Management, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2022 | 7 |
Founders Capital Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Private Capital Management, LLC | 5 | 1 | 0.06% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 7 |
Russell Investments Group, Ltd. | 7 | 7 | 0.00% | 0.02% | 0.04% | Q2 2020 | Q4 2021 | 7 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.01% | 0.08% | 0.30% | Q4 2017 | Q3 2023 | 7 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.02% | 0.12% | 0.19% | Q1 2016 | Q3 2020 | 7 |
Polianta Ltd | 5 | 2 | 0.57% | 1.91% | 5.00% | Q4 2016 | Q3 2018 | 7 |
JARISLOWSKY, FRASER Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2018 | 7 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 7 | 7 | 0.01% | 0.24% | 0.76% | Q1 2022 | Q3 2023 | 7 |
OARSMAN CAPITAL, INC. | 7 | 7 | 0.13% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Ledge Wealth Management, Inc. | 7 | 7 | 0.13% | 0.16% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Aviance Capital Partners, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Briaud Financial Planning, Inc | 7 | 7 | 0.17% | 0.23% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Altavista Wealth Management, Inc. | 7 | 7 | 0.10% | 0.11% | 0.14% | Q2 2020 | Q4 2021 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.05% | 0.07% | 0.11% | Q4 2017 | Q3 2019 | 7 |
VERUS CAPITAL PARTNERS, LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2019 | Q2 2023 | 7 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Tamar Securities, LLC | 7 | 7 | 0.48% | 0.56% | 0.62% | Q1 2021 | Q3 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q3 2016 | 7 |
Johnson Midwest Financial, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
HIGH POINT BANK & TRUST CO | 7 | 7 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
EATON VANCE MANAGEMENT | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 2 | 0.03% | 0.07% | 0.15% | Q4 2020 | Q2 2023 | 7 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.02% | 0.07% | 0.17% | Q1 2016 | Q4 2022 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2020 | 7 |
Verition Fund Management LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q1 2023 | 7 |
UMB Bank, n.a. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.04% | 0.09% | 0.12% | Q1 2021 | Q4 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.17% | 0.19% | 0.24% | Q4 2021 | Q3 2023 | 7 |
CUTLER INVESTMENT COUNSEL LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
BANK OF THE WEST | 7 | 7 | 0.02% | 0.11% | 0.24% | Q3 2020 | Q1 2022 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q4 2014 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2020 | 7 |
MANAGED ACCOUNT ADVISORS LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2015 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.18% | 0.22% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Sheaff Brock Investment Advisors, LLC | 5 | 2 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q4 2017 | 7 |
Main Management LLC | 3 | 1 | 0.00% | 0.31% | 0.74% | Q3 2019 | Q3 2023 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LVW Advisors, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2022 | 7 |
Eagle Bay Advisors LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q1 2023 | 7 |
MBL Wealth, LLC | 2 | 1 | 0.15% | 0.45% | 0.88% | Q4 2020 | Q3 2023 | 7 |
Versant Capital Management, Inc | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2018 | 6 |
SILVER OAK SECURITIES, INCORPORATED | 5 | 1 | 0.03% | 0.11% | 0.37% | Q1 2022 | Q3 2023 | 6 |
OTA Financial Group L.P. | 1 | 1 | 0.44% | 1.01% | 2.06% | Q3 2013 | Q1 2022 | 6 |
VECTOR WEALTH MANAGEMENT, LLC | 6 | 6 | 0.28% | 0.50% | 0.67% | Q4 2011 | Q1 2013 | 6 |
Lansing Street Advisors | 6 | 6 | 0.00% | 0.07% | 0.43% | Q1 2022 | Q2 2023 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q1 2021 | 6 |
Commonwealth Financial Services, LLC | 5 | 1 | 0.03% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 6 |
LEO BROKERAGE, LLC | 4 | 2 | 0.12% | 0.15% | 0.18% | Q4 2020 | Q2 2022 | 6 |
BAILARD, INC. | 5 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
LIBERTY WEALTH MANAGEMENT LLC | 3 | 1 | 0.01% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 6 |
BEACON FINANCIAL GROUP | 4 | 2 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q2 2017 | 6 |
Danda Trouve Investment Management, Inc. | 5 | 1 | 0.14% | 0.97% | 1.21% | Q3 2020 | Q1 2022 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 6 |
Wealth Architects, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Atlas Private Wealth Management | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2021 | 6 |
DIVIDEND ASSETS CAPITAL, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 6 |
Braeside Investments, LLC | 6 | 6 | 12.21% | 13.11% | 14.98% | Q2 2013 | Q3 2014 | 6 |
Pinkerton Retirement Specialists, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Lucia Wealth Services, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 6 |
Linscomb & Williams, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2016 | Q4 2020 | 6 |
Arlington Capital Management, Inc. | 3 | 3 | 0.00% | 1.76% | 5.50% | Q3 2019 | Q1 2020 | 6 |
HORIZON BANCORP INC /IN/ | 4 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2023 | 6 |
PRUDENTIAL PLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2018 | 6 |
Claraphi Advisory Network, LLC | 5 | 1 | 0.05% | 0.16% | 0.24% | Q1 2020 | Q2 2022 | 6 |
NATIXIS ADVISORS, L.P. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q1 2016 | 6 |
Squar Milner Financial Services LLC | 3 | 3 | 0.01% | 0.05% | 0.10% | Q4 2018 | Q2 2020 | 6 |
MMBG INVESTMENT ADVISORS CO. | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 6 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.02% | 0.08% | Q4 2020 | Q3 2023 | 6 |
Sierra Capital LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2022 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 6 |
COWEN INC. | 2 | 1 | 0.00% | 0.08% | 0.21% | Q1 2013 | Q4 2017 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 6 |
Orbitronix, LP | 5 | 5 | 1.02% | 3.80% | 5.88% | Q2 2015 | Q2 2016 | 6 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2022 | 6 |
Geneva Advisors, LLC | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q1 2016 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
Sageworth Trust Co | 5 | 1 | 0.04% | 0.09% | 0.30% | Q2 2019 | Q3 2021 | 6 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q2 2023 | 6 |
Manchester Capital Management LLC | 5 | 1 | 0.00% | 0.25% | 0.44% | Q2 2013 | Q4 2017 | 6 |
BlackRock Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2016 | 6 |
Summit X, LLC | 4 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 6 |
SHEETS SMITH WEALTH MANAGEMENT | 6 | 6 | 0.04% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
MTM Investment Management, LLC | 6 | 6 | 0.10% | 0.14% | 0.18% | Q2 2022 | Q3 2023 | 6 |
Intrinsic Edge Capital Management LLC | 6 | 6 | 0.14% | 0.18% | 0.22% | Q2 2021 | Q3 2022 | 6 |
FIRST TRUST ADVISORS LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2019 | 6 |
IEQ CAPITAL, LLC | 6 | 6 | 0.01% | 0.04% | 0.05% | Q4 2019 | Q1 2021 | 6 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 6 | 6 | 0.41% | 0.65% | 0.83% | Q2 2013 | Q3 2014 | 6 |
ARS Wealth Advisors Group, LLC | 5 | 1 | 0.03% | 0.67% | 1.64% | Q1 2022 | Q3 2023 | 6 |
Smith Anglin Financial, LLC | 6 | 6 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q1 2023 | 6 |
Baymount Management LP | 3 | 1 | 4.42% | 41.94% | 100.00% | Q2 2020 | Q3 2023 | 6 |
CWA Asset Management Group, LLC | 3 | 2 | 0.00% | 0.08% | 0.22% | Q4 2020 | Q3 2023 | 6 |
Solstein Capital, LLC | 2 | 1 | 0.00% | 0.67% | 1.65% | Q1 2019 | Q3 2021 | 6 |
Empirical Asset Management, LLC | 6 | 6 | 0.56% | 1.26% | 1.85% | Q2 2022 | Q3 2023 | 6 |
Oak Grove Capital LLC | 3 | 3 | 0.01% | 0.26% | 1.21% | Q1 2018 | Q2 2021 | 6 |
Black Swift Group, LLC | 5 | 1 | 0.06% | 0.60% | 1.90% | Q2 2019 | Q3 2021 | 6 |
Clear Harbor Asset Management, LLC | 3 | 1 | 0.03% | 0.04% | 0.10% | Q2 2020 | Q2 2022 | 6 |
WealthTrust Asset Management, LLC | 6 | 6 | 0.96% | 1.02% | 1.11% | Q2 2022 | Q3 2023 | 6 |
ROBERTS GLORE & CO INC /IL/ | 6 | 6 | 0.11% | 0.17% | 0.24% | Q2 2013 | Q3 2014 | 6 |
Providence Capital Advisors, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2021 | 6 |
MYDA Advisors LLC | 4 | 4 | 0.55% | 2.12% | 4.72% | Q2 2020 | Q1 2021 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.10% | 0.18% | 0.33% | Q2 2013 | Q3 2014 | 6 |
TRANSCEND CAPITAL ADVISORS, LLC | 5 | 1 | 0.05% | 0.16% | 0.45% | Q3 2020 | Q4 2022 | 6 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2015 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
IMPAX ASSET MANAGEMENT LLC | 6 | 6 | 0.34% | 0.42% | 0.49% | Q2 2013 | Q3 2014 | 6 |
Covestor Ltd | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Waratah Capital Advisors Ltd. | 2 | 1 | 0.04% | 0.33% | 0.92% | Q3 2019 | Q1 2022 | 6 |
Regency Capital Management Inc.\DE | 6 | 6 | 0.02% | 1.76% | 2.47% | Q1 2021 | Q2 2022 | 6 |
Cardan Capital Partners, LLC | 6 | 6 | 0.09% | 0.11% | 0.12% | Q1 2020 | Q2 2021 | 6 |
Wellington Shields & Co., LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
FIRST NEW YORK SECURITIES LLC /NY | 4 | 1 | 0.00% | 0.23% | 0.62% | Q2 2013 | Q3 2014 | 6 |
Columbia Asset Management | 4 | 1 | 0.03% | 0.12% | 0.17% | Q4 2013 | Q1 2019 | 6 |
Vermillion Asset Management LLC | 3 | 3 | 0.07% | 3.04% | 13.20% | Q2 2013 | Q4 2013 | 6 |
Barrett Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2017 | 6 |
Baillie Gifford | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2022 | 6 |
New Millennium Group LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BECK MACK & OLIVER LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Capital Advisors, Ltd. LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Shay Capital LLC | 3 | 1 | 0.03% | 0.13% | 0.43% | Q4 2020 | Q2 2023 | 6 |
Aveo Capital Partners, LLC | 5 | 5 | 0.00% | 0.08% | 0.15% | Q4 2016 | Q4 2017 | 6 |
Coco Enterprises, LLC | 5 | 1 | 0.40% | 1.62% | 7.62% | Q2 2021 | Q3 2023 | 6 |
Brevan Howard Capital Management LP | 5 | 1 | 1.40% | 3.88% | 5.32% | Q1 2022 | Q3 2023 | 6 |
AMERICAN CENTURY COMPANIES INC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2021 | 6 |
Wallace Capital Management Inc. | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2013 | Q3 2014 | 6 |
JD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.10% | 2.25% | 8.15% | Q3 2013 | Q1 2016 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Kalos Management, Inc. | 3 | 1 | 0.02% | 0.17% | 0.46% | Q4 2015 | Q1 2023 | 6 |
Pacifica Partners Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.13% | 0.19% | Q2 2017 | Q4 2021 | 6 |
Covenant Multifamily Offices, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q4 2019 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q3 2021 | 6 |
EWG Elevate Inc. | 6 | 6 | 0.23% | 0.31% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Artemis Wealth Advisors, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
EQUITABLE TRUST CO | 3 | 1 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q3 2023 | 6 |
Donald L. Hagan, LLC | 5 | 1 | 0.59% | 0.77% | 1.34% | Q1 2019 | Q2 2022 | 6 |
CFS, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Invesco Ltd. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2015 | 6 |
Elite Wealth Management, Inc. | 3 | 1 | 0.02% | 0.20% | 1.10% | Q3 2012 | Q3 2014 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q3 2014 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
TOWNSQUARE CAPITAL LLC | 4 | 1 | 0.01% | 0.04% | 0.10% | Q3 2020 | Q3 2023 | 6 |
Savior LLC | 6 | 6 | 0.00% | 0.04% | 0.24% | Q2 2022 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2015 | Q3 2016 | 6 |
Allegis Investment Advisors, LLC | 5 | 5 | 0.06% | 0.09% | 0.12% | Q4 2015 | Q4 2016 | 5 |
NewEdge Wealth, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Gibson Capital, LLC | 5 | 5 | 0.07% | 0.08% | 0.09% | Q3 2020 | Q3 2021 | 5 |
WealthShield Partners, LLC | 3 | 2 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q1 2022 | 5 |
Stamos Capital Partners, L.P. | 5 | 5 | 0.08% | 0.34% | 0.55% | Q3 2020 | Q3 2021 | 5 |
Curran Financial Partners, LLC | 5 | 5 | 0.18% | 0.20% | 0.26% | Q4 2021 | Q4 2022 | 5 |
Summit Financial Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q4 2022 | 5 |
Values First Advisors, Inc. | 2 | 1 | 0.03% | 0.13% | 0.17% | Q4 2019 | Q1 2023 | 5 |
Point72 Europe (London) LLP | 2 | 1 | 0.88% | 3.61% | 7.43% | Q4 2016 | Q2 2022 | 5 |
Acropolis Investment Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.04% | 0.06% | 0.07% | Q1 2018 | Q1 2019 | 5 |
LGL PARTNERS, LLC | 3 | 1 | 0.03% | 0.13% | 0.27% | Q4 2015 | Q2 2022 | 5 |
COLUMBIA CAPITAL LLC | 5 | 5 | 0.42% | 0.91% | 1.41% | Q2 2013 | Q2 2014 | 5 |
BROOKS, MOORE & ASSOCIATES, INC. | 5 | 5 | 0.16% | 0.17% | 0.18% | Q4 2018 | Q4 2019 | 5 |
CHILTON INVESTMENT CO INC. | 5 | 5 | 0.30% | 0.47% | 0.67% | Q3 2013 | Q3 2014 | 5 |
Placemark Investments, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Avestar Capital, LLC | 5 | 5 | 0.18% | 0.23% | 0.34% | Q3 2020 | Q3 2021 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Navis Wealth Advisors, LLC | 5 | 5 | 0.29% | 0.60% | 0.93% | Q4 2020 | Q4 2021 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2021 | 5 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 5 | 5 | 0.05% | 0.08% | 0.11% | Q2 2019 | Q2 2020 | 5 |
Bedel Financial Consulting, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 5 |
Lake Point Wealth Management | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 5 |
Quantum Capital Management, LLC / NJ | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Golden State Wealth Management, LLC | 3 | 1 | 0.00% | 0.18% | 0.44% | Q1 2019 | Q3 2020 | 5 |
Stenahm Asset Managment Ltd | 5 | 5 | 0.40% | 0.47% | 0.62% | Q4 2020 | Q4 2021 | 5 |
Benchmark Investment Advisors LLC | 5 | 5 | 0.22% | 0.45% | 0.54% | Q4 2021 | Q4 2022 | 5 |
QCI ASSET MANAGEMENT INC/NY | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 5 |
Granite Point Capital Management, L.P. | 5 | 5 | 0.18% | 0.69% | 1.06% | Q2 2020 | Q2 2021 | 5 |
EUDAIMONIA ADVISORS LLC | 5 | 5 | 0.12% | 0.22% | 0.53% | Q4 2021 | Q4 2022 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q2 2014 | 5 |
Insight Advisors, LLC/ PA | 4 | 1 | 0.06% | 0.12% | 0.19% | Q1 2022 | Q3 2023 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2022 | 5 |
Gainplan LLC | 3 | 2 | 0.11% | 0.15% | 0.20% | Q4 2020 | Q1 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.03% | 0.04% | 0.05% | Q1 2015 | Q1 2016 | 5 |
Wealth Alliance | 4 | 1 | 0.06% | 0.08% | 0.10% | Q3 2020 | Q4 2021 | 5 |
Man Group plc | 3 | 3 | 0.00% | 0.01% | 0.03% | Q3 2022 | Q1 2023 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q4 2022 | 5 |
GoalVest Advisory LLC | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2020 | Q4 2023 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 5 |
NICOLET ADVISORY SERVICES, LLC | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Alpha Square Group S LLC | 5 | 5 | 0.17% | 0.22% | 0.32% | Q2 2022 | Q2 2023 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 5 |
BLB&B Advisors, LLC | 4 | 1 | 0.02% | 0.06% | 0.08% | Q3 2019 | Q2 2021 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.08% | 0.36% | Q4 2019 | Q2 2022 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 5 |
BHF Kleinwort Benson Group S.A. | 3 | 2 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2014 | 5 |
WESPAC Advisors, LLC | 3 | 1 | 0.22% | 0.40% | 0.81% | Q3 2019 | Q3 2023 | 5 |
FNY Managed Accounts LLC | 2 | 1 | 0.00% | 0.24% | 1.14% | Q4 2013 | Q1 2017 | 5 |
SECURITY NATIONAL TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2021 | 5 |
QVR LLC | 5 | 5 | 0.08% | 0.26% | 0.79% | Q2 2019 | Q2 2020 | 5 |
KOKUSAI Asset Management Co., Ltd. | 2 | 1 | 0.18% | 0.28% | 0.58% | Q3 2011 | Q4 2014 | 5 |
Bison Wealth, LLC | 3 | 1 | 0.02% | 0.11% | 0.16% | Q1 2021 | Q3 2023 | 5 |
SIMON QUICK ADVISORS, LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q1 2017 | Q4 2022 | 5 |
FORTEM FINANCIAL GROUP, LLC | 3 | 1 | 0.00% | 0.12% | 0.23% | Q4 2018 | Q1 2021 | 5 |
LVZ, Inc. | 5 | 5 | 0.04% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
SCHOLTZ & COMPANY, LLC | 3 | 2 | 0.76% | 2.17% | 4.10% | Q1 2016 | Q3 2019 | 5 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2020 | 5 |
DELTEC ASSET MANAGEMENT LLC | 4 | 1 | 0.03% | 0.05% | 0.13% | Q3 2019 | Q1 2022 | 5 |
Endurance Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
Welch Investments, LLC | 5 | 5 | 0.16% | 0.19% | 0.22% | Q4 2016 | Q4 2017 | 5 |
Holloway Wealth Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
BALTIMORE CAPITAL MANAGEMENT, INC | 4 | 1 | 0.42% | 0.72% | 0.90% | Q4 2017 | Q1 2019 | 5 |
Glovista Investments LLC | 2 | 1 | 0.14% | 0.51% | 0.83% | Q1 2014 | Q4 2020 | 5 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 5 |
USCA RIA LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q2 2020 | Q2 2021 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
McClarren Financial Advisors, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 5 |
NKCFO LLC | 5 | 5 | 1.45% | 2.39% | 3.68% | Q4 2018 | Q4 2019 | 5 |
BOOTHBAY FUND MANAGEMENT, LLC | 3 | 1 | 0.02% | 0.11% | 0.45% | Q2 2015 | Q1 2023 | 5 |
Amici Capital, LLC | 3 | 3 | 0.14% | 0.41% | 0.59% | Q2 2016 | Q4 2016 | 5 |
Edmond de Rothschild (Europe) | 5 | 5 | 0.14% | 0.20% | 0.27% | Q2 2015 | Q2 2016 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
LOOMIS SAYLES & CO L P | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2016 | 5 |
DHK Financial Advisors, Inc. | 5 | 5 | 0.20% | 0.27% | 0.34% | Q3 2022 | Q3 2023 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
GRIMES & COMPANY, INC. | 5 | 5 | 0.01% | 0.02% | 0.05% | Q1 2021 | Q1 2022 | 5 |
Costello Asset Management, INC | 3 | 2 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q3 2021 | 5 |
Ameliora Wealth Management Ltd. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Hirtle Callaghan & Co LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 5 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 5 |
Bank OZK | 5 | 5 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q3 2018 | 5 |
BSW Wealth Partners | 5 | 5 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q1 2022 | 5 |
Burns Matteson Capital Management, LLC | 2 | 1 | 0.00% | 0.16% | 0.27% | Q4 2020 | Q2 2023 | 5 |
REGENTATLANTIC CAPITAL LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2022 | 5 |
RPG Investment Advisory, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2021 | 5 |
GHP Investment Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Ledyard National Bank | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Cooperatieve Rabobank U.A. | 5 | 5 | 0.48% | 0.90% | 1.40% | Q2 2013 | Q2 2014 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
TIEDEMANN ADVISORS, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 5 |
Grant/GrossMendelsohn, LLC | 4 | 4 | 0.10% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q4 2021 | 4 |
Joel Isaacson & Co., LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q3 2013 | Q2 2021 | 4 |
Wakefield Asset Management LLLP | 4 | 4 | 0.33% | 0.51% | 0.60% | Q4 2020 | Q3 2021 | 4 |
SG3 Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.09% | Q1 2020 | Q2 2021 | 4 |
NVWM, LLC | 2 | 2 | 0.19% | 0.39% | 0.75% | Q4 2019 | Q2 2022 | 4 |
HORIZON FINANCIAL SERVICES, LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q3 2020 | Q2 2021 | 4 |
RIA Advisory Group LLC | 4 | 4 | 2.95% | 3.39% | 3.75% | Q4 2022 | Q3 2023 | 4 |
Columbus Macro, LLC | 3 | 1 | 0.08% | 0.26% | 0.46% | Q4 2020 | Q3 2023 | 4 |
SELZ CAPITAL LLC | 2 | 2 | 0.36% | 0.79% | 1.40% | Q1 2017 | Q4 2019 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC | 4 | 4 | 0.34% | 3.08% | 5.04% | Q1 2015 | Q4 2015 | 4 |
Investors Financial Group, LLC | 2 | 2 | 0.82% | 1.82% | 2.25% | Q4 2019 | Q4 2021 | 4 |
Navigation Wealth Management, Inc. | 4 | 4 | 0.08% | 0.42% | 0.67% | Q4 2021 | Q3 2022 | 4 |
Lloyd Advisory Services, LLC. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 4 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q4 2021 | 4 |
GIRARD SECURITIES, INC. | 4 | 4 | 0.18% | 0.21% | 0.25% | Q4 2015 | Q3 2016 | 4 |
Tidal Investments LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 4 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2016 | Q4 2018 | 4 |
Financial Partners Group, Inc | 4 | 4 | 0.10% | 0.14% | 0.18% | Q4 2017 | Q3 2018 | 4 |
Townsend & Associates, Inc | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Granby Capital Management, LLC | 4 | 4 | 1.88% | 2.07% | 2.20% | Q1 2021 | Q4 2021 | 4 |
Cable Hill Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SS&H Financial Advisors, Inc. | 2 | 1 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 4 |
Tatro Capital, LLC | 4 | 4 | 0.35% | 0.82% | 1.00% | Q4 2020 | Q3 2021 | 4 |
Deuterium Capital Management, LLC | 2 | 1 | 0.01% | 0.35% | 0.76% | Q4 2021 | Q2 2023 | 4 |
CX Institutional | 1 | 1 | 0.00% | 0.09% | 0.32% | Q3 2020 | Q2 2023 | 4 |
Alpine Global Management, LLC | 2 | 1 | 0.09% | 0.44% | 1.44% | Q1 2014 | Q1 2023 | 4 |
Jackson Hole Capital Partners, LLC | 4 | 4 | 0.06% | 0.09% | 0.18% | Q4 2022 | Q3 2023 | 4 |
WNY Asset Management, LLC | 2 | 2 | 0.05% | 0.08% | 0.09% | Q1 2021 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Hunting Hill Global Capital, LLC | 2 | 1 | 0.14% | 1.02% | 2.25% | Q1 2020 | Q3 2023 | 4 |
STAPP WEALTH MANAGEMENT, PLLC | 3 | 1 | 0.40% | 0.63% | 0.80% | Q3 2022 | Q3 2023 | 4 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.04% | 0.47% | 1.20% | Q2 2014 | Q1 2023 | 4 |
Freedman Financial Associates, Inc. | 4 | 4 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2021 | 4 |
CHASE INVESTMENT COUNSEL CORP | 4 | 4 | 0.34% | 0.36% | 0.37% | Q3 2020 | Q2 2021 | 4 |
Graticule Asia Macro Advisors LLC | 2 | 1 | 0.12% | 3.25% | 10.18% | Q3 2019 | Q1 2021 | 4 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2017 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 4 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.01% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Oppenheimer & Close, LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2013 | Q3 2014 | 4 |
RPg Family Wealth Advisory, LLC | 2 | 2 | 0.06% | 0.25% | 0.43% | Q3 2018 | Q4 2020 | 4 |
Redhawk Wealth Advisors, Inc. | 2 | 2 | 0.06% | 0.11% | 0.18% | Q1 2021 | Q2 2022 | 4 |
First National Bank of South Miami | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2019 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2022 | 4 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.03% | 0.05% | Q3 2016 | Q3 2018 | 4 |
Relative Value Partners Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
Carolina Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Uncommon Cents Investing LLC | 4 | 4 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q3 2020 | 4 |
K.J. Harrison & Partners Inc | 2 | 1 | 0.00% | 0.12% | 0.30% | Q3 2019 | Q3 2020 | 4 |
FAIRFIELD, BUSH & CO. | 2 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q2 2023 | 4 |
Bruderman Asset Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q1 2018 | 4 |
CONDOR CAPITAL MANAGEMENT | 3 | 1 | 0.04% | 0.06% | 0.08% | Q4 2015 | Q2 2023 | 4 |
Holistic Financial Partners | 4 | 4 | 0.14% | 0.15% | 0.18% | Q4 2017 | Q3 2018 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q2 2022 | Q1 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
J. Goldman & Co LP | 1 | 1 | 0.02% | 0.07% | 0.12% | Q4 2016 | Q2 2021 | 4 |
General Partner, Inc. | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q4 2023 | 4 |
FIL Ltd | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q1 2022 | 4 |
MOODY LYNN & LIEBERSON, LLC | 2 | 1 | 0.00% | 0.04% | 0.12% | Q2 2016 | Q4 2018 | 4 |
Measured Wealth Private Client Group, LLC | 3 | 1 | 0.01% | 0.12% | 0.20% | Q3 2018 | Q3 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CIBC WORLD MARKETS CORP | 3 | 1 | 0.04% | 0.06% | 0.09% | Q2 2022 | Q2 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
J. L. Bainbridge & Co., Inc. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2018 | Q3 2019 | 4 |
Walkner Condon Financial Advisors LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Disciplined Investments, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2022 | 4 |
AEGIS FINANCIAL CORP | 4 | 4 | 0.51% | 0.68% | 0.85% | Q4 2022 | Q3 2023 | 4 |
ADE, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Bremer Bank National Association | 3 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q2 2023 | 4 |
OLD NATIONAL BANCORP /IN/ | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 4 |
AFT, FORSYTH & COMPANY, INC. | 4 | 4 | 0.17% | 0.32% | 0.44% | Q4 2020 | Q3 2021 | 4 |
Stelac Advisory Services LLC | 4 | 4 | 0.04% | 0.09% | 0.13% | Q3 2020 | Q2 2021 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
GSB Wealth Management, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.86% | 0.89% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Spectrum Planning & Advisory Services Inc. | 4 | 4 | 0.31% | 0.33% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Laurion Capital Management LP | 2 | 2 | 0.00% | 0.21% | 0.43% | Q1 2021 | Q2 2023 | 4 |
Archford Capital Strategies, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2017 | 4 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 1 | 0.06% | 0.23% | 0.38% | Q3 2013 | Q1 2016 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2022 | 4 |
WealthCare Investment Partners, LLC | 4 | 4 | 0.16% | 0.30% | 0.49% | Q4 2021 | Q3 2022 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.02% | 0.04% | 0.11% | Q3 2022 | Q3 2023 | 4 |
Berman Capital Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2021 | 4 |
Karp Capital Management Corp | 4 | 4 | 0.02% | 0.02% | 0.04% | Q4 2014 | Q3 2015 | 4 |
COOPERMAN LEON G | 4 | 4 | 0.04% | 0.11% | 0.14% | Q1 2019 | Q4 2019 | 4 |
Rain Capital Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Horizon Kinetics | 4 | 4 | 0.09% | 0.23% | 0.34% | Q1 2018 | Q4 2018 | 4 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MEDICI CAPITAL LLC | 4 | 4 | 0.82% | 5.48% | 19.10% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Financial Designs Corp | 4 | 4 | 0.18% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.89% | 0.99% | 1.06% | Q4 2022 | Q3 2023 | 4 |
ALLIANCEBERNSTEIN L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q1 2015 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Empyrean Capital Partners, LP | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2013 | Q3 2013 | 4 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.02% | 0.10% | 0.23% | Q1 2018 | Q2 2021 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.42% | 0.53% | 0.84% | Q4 2021 | Q3 2022 | 4 |
Windsor Wealth Management, Inc. | 4 | 4 | 0.14% | 0.18% | 0.21% | Q4 2017 | Q3 2018 | 4 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2018 | Q4 2018 | 4 |
CHILTON CAPITAL MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PointState Capital LP | 1 | 1 | 0.17% | 0.56% | 1.39% | Q2 2019 | Q3 2023 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.30% | 0.44% | 0.57% | Q4 2022 | Q3 2023 | 4 |
Accuvest Global Advisors | 4 | 4 | 0.13% | 0.18% | 0.23% | Q2 2018 | Q1 2019 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.23% | 0.46% | 0.55% | Q4 2018 | Q3 2023 | 4 |
Harfst & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q2 2017 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.17% | 0.67% | 1.59% | Q3 2020 | Q3 2023 | 4 |
Beck Bode, LLC | 4 | 4 | 0.06% | 0.15% | 0.21% | Q1 2022 | Q4 2022 | 4 |
Brightworth | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q3 2022 | 4 |
DOHENY ASSET MANAGEMENT /CA | 4 | 4 | 0.76% | 0.82% | 0.88% | Q3 2020 | Q2 2021 | 4 |
Venturi Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.01% | 0.07% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.05% | 0.07% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Tactical Allocation Group LLC | 4 | 4 | 0.18% | 2.72% | 4.50% | Q3 2013 | Q2 2014 | 4 |
SAC Capital Advisors LP | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2013 | Q1 2014 | 4 |
GSA CAPITAL PARTNERS LLP | 2 | 2 | 0.00% | 0.19% | 0.53% | Q3 2019 | Q4 2019 | 4 |
Tarbox Family Office, Inc. | 3 | 1 | 0.00% | 0.03% | 0.05% | Q4 2013 | Q4 2021 | 4 |
DDFG, Inc | 4 | 4 | 0.08% | 0.10% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Mid-American Wealth Advisory Group, Inc. | 2 | 2 | 0.27% | 1.67% | 2.84% | Q4 2021 | Q3 2023 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Friedenthal Financial | 2 | 1 | 0.19% | 2.83% | 4.30% | Q3 2020 | Q4 2022 | 4 |
Great Diamond Partners, LLC | 3 | 1 | 0.00% | 0.07% | 0.10% | Q4 2019 | Q3 2023 | 4 |
Rooted Wealth Advisors, Inc. | 4 | 4 | 0.39% | 0.42% | 0.45% | Q4 2022 | Q3 2023 | 4 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q2 2021 | 4 |
DOHJ, LLC | 4 | 4 | 0.43% | 0.46% | 0.49% | Q2 2021 | Q1 2022 | 4 |
Truadvice, LLC | 3 | 1 | 0.21% | 0.60% | 1.27% | Q1 2022 | Q3 2023 | 4 |
Aevitas Wealth Management, Inc. | 4 | 4 | 0.15% | 0.18% | 0.22% | Q3 2020 | Q2 2021 | 4 |
Itau Unibanco Holding S.A. | 3 | 1 | 0.00% | 0.03% | 0.13% | Q1 2021 | Q3 2023 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
MBE Wealth Management, LLC | 2 | 1 | 0.09% | 0.14% | 0.21% | Q1 2020 | Q1 2022 | 4 |
Rathbones Group PLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q3 2018 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.38% | 0.44% | 0.50% | Q4 2022 | Q3 2023 | 4 |
RAY GERALD L & ASSOCIATES LTD | 4 | 4 | 0.05% | 0.06% | 0.07% | Q2 2013 | Q1 2014 | 4 |
SNS Financial Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
DCM Advisors, LLC | 3 | 3 | 0.09% | 0.12% | 0.14% | Q1 2021 | Q3 2021 | 3 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 3 |
Essex Savings Bank | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 3 |
RFP Financial Group LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
BFAM Partners (Cayman) Ltd | 3 | 3 | 7.41% | 9.50% | 13.66% | Q2 2020 | Q4 2020 | 3 |
LINDEN ADVISORS LP | 2 | 1 | 0.04% | 0.18% | 0.45% | Q1 2017 | Q4 2020 | 3 |
FNY Partners Fund LP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 3 |
Sonora Investment Management Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q2 2018 | 3 |
DUNCKER STREETT & CO INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 3 |
Mitsubishi UFJ Asset Management Co., Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q2 2016 | 3 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Capital Bank & Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2020 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q1 2023 | 3 |
ARISTEIA CAPITAL, L.L.C. | 3 | 3 | 0.55% | 0.72% | 0.89% | Q2 2013 | Q4 2013 | 3 |
Zions Bancorporation | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q4 2015 | 3 |
Stilwell Value LLC | 3 | 3 | 0.20% | 0.23% | 0.26% | Q1 2021 | Q3 2021 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.96% | 1.04% | 1.16% | Q1 2023 | Q3 2023 | 3 |
DRIVE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.15% | 0.23% | 0.27% | Q4 2021 | Q4 2022 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2021 | 3 |
Divergent Wealth Advisors | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Claybrook Capital, LLC | 2 | 1 | 0.08% | 0.24% | 0.32% | Q4 2018 | Q4 2020 | 3 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.07% | 0.15% | Q1 2016 | Q2 2021 | 3 |
LAKE STREET FINANCIAL LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 3 |
JOYN Advisors, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q1 2014 | 3 |
Eagle Strategies LLC | 3 | 3 | 0.75% | 0.77% | 0.81% | Q1 2023 | Q3 2023 | 3 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2018 | 3 |
Berry Street Capital Management LLP | 1 | 1 | 0.38% | 0.77% | 1.21% | Q1 2022 | Q2 2023 | 3 |
NORTH STAR ASSET MANAGEMENT INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Savant Capital, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.11% | 0.12% | 0.12% | Q1 2023 | Q3 2023 | 3 |
PITTENGER & ANDERSON INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Delos Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.43% | 1.26% | Q2 2022 | Q1 2023 | 3 |
Rockbridge Investment Management, LCC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Loudon Investment Management, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q3 2014 | Q1 2015 | 3 |
NOTTINGHAM ADVISORS, INC. | 2 | 1 | 0.02% | 0.03% | 0.03% | Q3 2020 | Q2 2021 | 3 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.05% | 0.13% | 0.20% | Q3 2023 | Q3 2023 | 3 |
CHURCHILL MANAGEMENT Corp | 2 | 1 | 0.06% | 0.09% | 0.11% | Q3 2020 | Q2 2021 | 3 |
Alpha Financial Partners, LLC | 3 | 3 | 0.22% | 0.25% | 0.28% | Q4 2022 | Q2 2023 | 3 |
Bell Bank | 2 | 1 | 0.03% | 0.09% | 0.15% | Q2 2013 | Q2 2021 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 0.34% | 0.51% | 0.64% | Q4 2020 | Q2 2021 | 3 |
Cypress Capital Group | 2 | 1 | 0.03% | 0.04% | 0.04% | Q2 2013 | Q1 2023 | 3 |
Crabel Capital Management, LLC | 1 | 1 | 0.11% | 0.23% | 0.40% | Q1 2018 | Q1 2022 | 3 |
Elequin Capital, LP | 3 | 3 | 0.01% | 0.20% | 0.58% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
McIlrath & Eck, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
ETRADE Capital Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2020 | 3 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2021 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.10% | 0.16% | 0.23% | Q1 2023 | Q3 2023 | 3 |
Magnus Financial Group LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q4 2018 | Q4 2019 | 3 |
ONTARIO TEACHERS PENSION PLAN BOARD | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 3 |
WEST CHESTER CAPITAL ADVISORS, INC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q2 2013 | Q4 2013 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2017 | Q4 2021 | 3 |
Old North State Trust, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Woodson Capital Management, LP | 3 | 3 | 1.45% | 1.70% | 1.83% | Q1 2022 | Q3 2022 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2020 | Q2 2021 | 3 |
SCOPUS ASSET MANAGEMENT, L.P. | 3 | 3 | 0.08% | 0.10% | 0.13% | Q2 2020 | Q4 2020 | 3 |
MONTAG A & ASSOCIATES INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
PRENTISS SMITH & CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2015 | 3 |
MIZUHO SECURITIES USA LLC | 3 | 3 | 0.08% | 0.18% | 0.33% | Q1 2016 | Q3 2016 | 3 |
J.P. Turner & Co Capital Mnagement, LLC | 3 | 3 | 0.16% | 0.19% | 0.25% | Q4 2014 | Q2 2015 | 3 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2016 | 3 |
Horizon Investments, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Aspen Investment Management Inc | 3 | 3 | 0.12% | 0.15% | 0.17% | Q4 2017 | Q2 2018 | 3 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q1 2023 | 3 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
HC FINANCIAL ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
Fiduciary Trust Co International of Pennsylvania | 2 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 3 |
Biltmore Family Office, LLC | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q1 2023 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 1 | 0.05% | 0.07% | 0.08% | Q3 2021 | Q2 2022 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.24% | 0.38% | 0.53% | Q1 2020 | Q3 2020 | 3 |
MKD WEALTH COACHES, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q2 2019 | 3 |
Hemenway Trust Co LLC | 3 | 3 | 0.10% | 0.12% | 0.16% | Q1 2013 | Q3 2013 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 3 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.08% | 0.10% | Q4 2017 | Q2 2018 | 3 |
Grey Street Capital, LLC | 3 | 3 | 1.09% | 1.26% | 1.53% | Q1 2023 | Q3 2023 | 3 |
IBEX WEALTH ADVISORS | 2 | 1 | 0.00% | 0.36% | 0.64% | Q3 2016 | Q2 2019 | 3 |
Rise Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Dana Investment Advisors, Inc. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2020 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 1 | 0.03% | 0.06% | 0.08% | Q3 2020 | Q2 2021 | 3 |
Knollwood Investment Advisory, LLC | 3 | 3 | 0.39% | 0.60% | 0.78% | Q4 2022 | Q2 2023 | 3 |
MY Wealth Management Inc. | 3 | 3 | 3.20% | 4.66% | 5.53% | Q1 2023 | Q3 2023 | 3 |
Wagner Wealth Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2021 | 3 |
BRIGADE CAPITAL MANAGEMENT, LP | 3 | 3 | 1.52% | 2.12% | 2.98% | Q2 2020 | Q4 2020 | 3 |
CMT Asset Management Ltd | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2015 | Q1 2015 | 3 |
Hayden Royal, LLC | 2 | 1 | 0.12% | 0.14% | 0.16% | Q3 2020 | Q2 2021 | 3 |
SYMONS CAPITAL MANAGEMENT INC | 3 | 3 | 0.20% | 0.21% | 0.23% | Q3 2020 | Q1 2021 | 3 |
GODSEY & GIBB, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 3 |
TIAA, FSB | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2015 | 3 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Fulcrum Equity Management | 2 | 1 | 0.14% | 0.47% | 0.84% | Q3 2019 | Q3 2020 | 3 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 3 |
AlphaQ Advisors LLC | 3 | 3 | 0.48% | 0.57% | 0.66% | Q1 2023 | Q3 2023 | 3 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.05% | 0.15% | Q4 2020 | Q1 2023 | 3 |
VisionPoint Advisory Group, LLC | 2 | 1 | 0.01% | 1.36% | 3.10% | Q1 2021 | Q3 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.05% | 0.86% | 1.59% | Q4 2022 | Q3 2023 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CAMBRIDGE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Financial Freedom, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Advisor Resource Council | 1 | 1 | 0.08% | 0.11% | 0.18% | Q2 2021 | Q2 2022 | 3 |
Black Maple Capital Management LP | 2 | 2 | 0.32% | 1.62% | 3.22% | Q2 2016 | Q3 2016 | 3 |
Private Capital Advisors, Inc. | 3 | 3 | 0.36% | 0.82% | 1.33% | Q1 2021 | Q3 2021 | 3 |
PFG Investments, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Advance Capital Management, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
BRINKER CAPITAL INC | 3 | 3 | 0.10% | 0.73% | 1.24% | Q1 2016 | Q3 2016 | 3 |
CAPITAL ADVISORS INC/OK | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 3 |
Axiom Investment Management LLC | 3 | 3 | 0.42% | 0.58% | 0.68% | Q2 2022 | Q4 2022 | 3 |
GM Advisory Group, LLC | 1 | 1 | 0.06% | 0.12% | 0.22% | Q4 2015 | Q2 2020 | 3 |
LVM CAPITAL MANAGEMENT LTD/MI | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Sound View Wealth Advisors Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q3 2018 | 3 |
Oxinas Partners Wealth Management LLC | 3 | 3 | 0.16% | 0.62% | 1.17% | Q4 2020 | Q2 2021 | 3 |
Kingsbury Capital Investment Advisors LLC | 3 | 3 | 0.27% | 0.28% | 0.28% | Q1 2022 | Q3 2022 | 3 |
Empowered Funds, LLC | 3 | 3 | 0.60% | 1.76% | 2.33% | Q4 2020 | Q2 2021 | 3 |
Wills Financial Group, Inc. | 3 | 3 | 0.18% | 0.19% | 0.20% | Q4 2013 | Q2 2014 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
STEADFAST ADVISORS LP | 3 | 3 | 0.26% | 0.30% | 0.35% | Q2 2014 | Q4 2014 | 3 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.21% | 0.58% | Q4 2014 | Q2 2016 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 0.45% | 0.51% | 0.57% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Rinet Co LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q3 2021 | 3 |
PYA Waltman Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Pasadena Private Wealth, LLC | 1 | 1 | 0.00% | 0.54% | 1.57% | Q1 2020 | Q1 2021 | 3 |
Torch Wealth Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q2 2014 | 3 |
East Coast Asset Management, LLC. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2012 | Q2 2013 | 3 |
Centerpoint Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Hollow Brook Wealth Management LLC | 2 | 1 | 0.12% | 0.13% | 0.14% | Q3 2020 | Q2 2021 | 3 |
Red Door Wealth Management, LLC | 2 | 1 | 0.01% | 0.04% | 0.06% | Q1 2020 | Q2 2021 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Aris Wealth Services, Inc. | 2 | 2 | 0.04% | 0.06% | 0.08% | Q1 2015 | Q2 2015 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2015 | 2 |
GAMCO INVESTORS, INC. ET AL | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2022 | 2 |
GTS SECURITIES LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q3 2023 | Q3 2023 | 2 |
Eisler Capital (UK) Ltd. | 2 | 2 | 0.11% | 0.20% | 0.30% | Q2 2023 | Q3 2023 | 2 |
L & S Advisors Inc | 1 | 1 | 0.22% | 1.06% | 1.91% | Q4 2020 | Q1 2023 | 2 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.52% | 1.13% | 1.74% | Q1 2016 | Q4 2020 | 2 |
Triumph Capital Management | 2 | 2 | 0.30% | 0.33% | 0.35% | Q3 2021 | Q4 2021 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Prostatis Group LLC | 1 | 1 | 0.03% | 0.19% | 0.34% | Q4 2022 | Q2 2023 | 2 |
ROPES WEALTH ADVISORS LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q3 2020 | Q4 2020 | 2 |
CERTUITY, LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q1 2022 | 2 |
GLG Partners LP | 1 | 1 | 0.04% | 0.09% | 0.15% | Q3 2014 | Q4 2016 | 2 |
CRA Financial Services, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2018 | Q1 2019 | 2 |
CPWM, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q3 2015 | 2 |
Valmark Advisers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 2 |
Ciovacco Capital Management LLC | 2 | 2 | 0.21% | 0.23% | 0.25% | Q4 2020 | Q1 2021 | 2 |
Apeiron RIA LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Clarity Financial LLC | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Sabal Trust CO | 2 | 2 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q4 2019 | 2 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
SouthState Corp | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Oxler Private Wealth LLC | 1 | 1 | 0.06% | 0.11% | 0.15% | Q4 2020 | Q3 2022 | 2 |
Trellus Management Company, LLC | 1 | 1 | 0.35% | 0.51% | 0.66% | Q2 2013 | Q1 2014 | 2 |
CLEAR STREET LLC | 2 | 2 | 0.28% | 1.28% | 2.27% | Q3 2022 | Q4 2022 | 2 |
Spotlight Asset Group, Inc. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q4 2023 | 2 |
FIRST NATIONAL TRUST CO | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 2 | 2 | 0.42% | 0.56% | 0.71% | Q1 2019 | Q2 2019 | 2 |
OneAscent Financial Services LLC | 2 | 2 | 0.15% | 0.21% | 0.28% | Q2 2023 | Q3 2023 | 2 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
Sage Investment Advisers LLC | 2 | 2 | 0.29% | 0.29% | 0.30% | Q4 2022 | Q1 2023 | 2 |
HARVEST VOLATILITY MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Arrow Investment Advisors, LLC | 2 | 2 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q2 2023 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Sequoia Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 2 |
SFMG, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2014 | Q1 2015 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Lake Hills Wealth Management, LLC | 1 | 1 | 1.12% | 2.15% | 3.17% | Q4 2022 | Q2 2023 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 2 |
Belvedere Advisors LLC | 2 | 2 | 0.63% | 0.90% | 1.17% | Q1 2019 | Q2 2019 | 2 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 2 |
Anfield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
Chiron Investment Management, LLC | 1 | 1 | 1.51% | 1.53% | 1.55% | Q4 2020 | Q2 2021 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Sensato Investors LLC | 2 | 2 | 1.39% | 1.56% | 1.74% | Q1 2016 | Q2 2016 | 2 |
Progeny 3, Inc. | 2 | 2 | 0.30% | 0.38% | 0.45% | Q2 2016 | Q3 2016 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
361 CAPITAL LLC | 2 | 2 | 0.48% | 1.30% | 2.13% | Q2 2016 | Q3 2016 | 2 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 2 |
West Coast Asset Management | 2 | 2 | 0.67% | 0.69% | 0.71% | Q2 2013 | Q3 2013 | 2 |
Alpha Cubed Investments, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q3 2023 | 2 |
ACT CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.38% | 0.42% | 0.45% | Q2 2021 | Q3 2021 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q2 2021 | 2 |
WP Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Castellan Group | 2 | 2 | 0.26% | 0.29% | 0.31% | Q1 2021 | Q2 2021 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.08% | 0.10% | 0.12% | Q3 2017 | Q4 2017 | 2 |
SEAVIEW INVESTMENT MANAGERS LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Eisler Capital (US) LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 0.04% | 0.84% | 1.64% | Q2 2014 | Q2 2021 | 2 |
Syntal Capital Partners, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q2 2019 | Q3 2019 | 2 |
Hanlon Investment Management, Inc. | 2 | 2 | 0.18% | 0.20% | 0.21% | Q1 2023 | Q2 2023 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 2 | 2 | 2.00% | 2.66% | 3.32% | Q1 2021 | Q2 2021 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2013 | 2 |
Lindbrook Capital, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
MARINO, STRAM & ASSOCIATES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
KWMG, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
ATLAS CAPITAL ADVISORS LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Verde Servicos Internacionais S.A. | 2 | 2 | 0.02% | 0.05% | 0.09% | Q2 2017 | Q3 2017 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.94% | 0.97% | 1.00% | Q1 2023 | Q2 2023 | 2 |
KINGS POINT CAPITAL MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Brown Miller Wealth Management, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q1 2023 | Q2 2023 | 2 |
LOEB PARTNERS CORP | 2 | 2 | 0.14% | 0.17% | 0.20% | Q3 2018 | Q4 2018 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q4 2013 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
Third Point | 2 | 2 | 0.28% | 0.30% | 0.31% | Q1 2021 | Q2 2021 | 2 |
Kraft, Davis & Associates, LLC | 2 | 2 | 3.73% | 3.74% | 3.75% | Q2 2023 | Q3 2023 | 2 |
Monaco Asset Management SAM | 1 | 1 | 7.78% | 10.70% | 13.63% | Q4 2019 | Q2 2020 | 2 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.66% | 0.66% | 0.67% | Q1 2021 | Q2 2021 | 2 |
Linden Thomas Advisory Services, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q3 2020 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
PANAGORA ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Hoxton Financial, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Tyrian Investments, L.P. | 2 | 2 | 6.26% | 17.07% | 27.88% | Q2 2016 | Q3 2016 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Westbourne Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.06% | 0.11% | Q2 2016 | Q3 2018 | 2 |
J Arnold Wealth Management Co | 1 | 1 | 0.58% | 2.77% | 4.96% | Q4 2019 | Q1 2022 | 2 |
ARGENTIERE CAPITAL AG | 2 | 2 | 0.69% | 1.80% | 2.92% | Q1 2016 | Q2 2016 | 2 |
MRP Capital Investments, LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q2 2023 | 2 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 2 | 2 | 0.20% | 0.20% | 0.21% | Q2 2013 | Q3 2013 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 2 | 0.37% | 0.40% | 0.43% | Q4 2021 | Q1 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q1 2023 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q1 2022 | 2 |
INSPIRION WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2022 | 2 |
MADDEN SECURITIES Corp | 1 | 1 | 0.13% | 0.18% | 0.22% | Q4 2019 | Q4 2020 | 2 |
CI INVESTMENTS INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Caprock Group, LLC | 2 | 2 | 0.06% | 0.08% | 0.09% | Q4 2016 | Q1 2017 | 2 |
Cowen Investment Management LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q1 2022 | 2 |
INVESTMENT HOUSE LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q4 2020 | 2 |
Opera Trading Capital | 2 | 2 | 1.16% | 1.25% | 1.34% | Q1 2016 | Q2 2016 | 2 |
SHUFRO ROSE & CO LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2012 | Q1 2016 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Cadent Capital Advisors, LLC | 2 | 2 | 0.22% | 0.28% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q4 2020 | 2 |
Ruggie Capital Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2017 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
DRW SECURITIES, L.L.C. | 1 | 1 | 1.26% | 1.27% | 1.29% | Q3 2022 | Q3 2022 | 2 |
ParenteBeard Wealth Management, LLC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q2 2014 | Q3 2014 | 2 |
SCHARF INVESTMENTS, LLC | 2 | 2 | 0.18% | 0.26% | 0.33% | Q2 2020 | Q3 2020 | 2 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 0.04% | 1.62% | 3.20% | Q2 2013 | Q2 2013 | 2 |
LFA - Lugano Financial Advisors SA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Kepos Capital LP | 2 | 2 | 0.24% | 0.43% | 0.63% | Q3 2019 | Q4 2019 | 2 |
Crumly & Associates Inc. | 2 | 2 | 0.21% | 0.22% | 0.22% | Q4 2019 | Q1 2020 | 2 |
Strategic Financial Concepts, LLC | 2 | 2 | 0.27% | 0.29% | 0.31% | Q2 2023 | Q3 2023 | 2 |
VESTOR CAPITAL, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
VISTA FINANCE, LLC | 2 | 2 | 1.97% | 2.11% | 2.25% | Q2 2023 | Q3 2023 | 2 |
Saiers Capital, LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q1 2014 | Q2 2014 | 2 |
FIRST NATIONAL CORP /MA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.00% | 0.07% | 0.13% | Q3 2017 | Q3 2018 | 2 |
DUALITY ADVISERS, LP | 2 | 2 | 0.18% | 0.61% | 1.03% | Q2 2020 | Q3 2020 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 2 |
Teamwork Financial Advisors, LLC | 1 | 1 | 0.06% | 0.16% | 0.27% | Q3 2020 | Q1 2021 | 2 |
Ruffer LLP | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q1 2016 | 2 |
Bell Rock Capital LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q1 2017 | 2 |
Antipodean Advisors LLC | 2 | 2 | 7.87% | 8.53% | 9.18% | Q1 2016 | Q2 2016 | 2 |
Candriam S.C.A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Bridgeworth, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q4 2019 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2022 | 2 |
NatWest Group plc | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Fiduciary Alliance LLC | 1 | 1 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q2 2023 | 2 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 2 |
HWG Holdings LP | 2 | 2 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q3 2020 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Sterling Global Strategies LLC | 1 | 1 | 0.15% | 0.62% | 1.10% | Q4 2017 | Q4 2018 | 2 |
Keystone Wealth Services, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INR ADVISORY SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
America First Investment Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2013 | 2 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 1 | 1 | 0.11% | 0.44% | 0.77% | Q3 2013 | Q1 2018 | 2 |
Community Capital Management, LLC | 2 | 2 | 0.01% | 0.13% | 0.26% | Q2 2020 | Q3 2020 | 2 |
Providence Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q2 2018 | Q3 2018 | 2 |
Cypress Capital, LLC | 1 | 1 | 0.12% | 0.26% | 0.40% | Q1 2021 | Q3 2021 | 2 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.17% | 0.18% | 0.18% | Q2 2013 | Q3 2013 | 2 |
Mountain Lake Investment Management LLC | 2 | 2 | 1.10% | 1.14% | 1.19% | Q2 2013 | Q3 2013 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Triangle Securities Wealth Management | 1 | 1 | 0.13% | 0.24% | 0.34% | Q2 2013 | Q1 2014 | 2 |
First Personal Financial Services | 2 | 2 | 0.11% | 0.14% | 0.17% | Q1 2018 | Q2 2018 | 2 |
Curbstone Financial Management Corp | 2 | 2 | 0.65% | 0.66% | 0.67% | Q1 2014 | Q2 2014 | 2 |
Gallagher Fiduciary Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Vantage Financial Partners Ltd., Inc. | 2 | 2 | 2.44% | 2.68% | 2.91% | Q3 2018 | Q4 2018 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.07% | 0.17% | 0.26% | Q2 2021 | Q1 2023 | 2 |
Live Oak Private Wealth LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q1 2021 | 2 |
Indiana Trust & Investment Management CO | 2 | 2 | 0.03% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 2 | 2 | 0.14% | 0.16% | 0.17% | Q1 2013 | Q2 2013 | 2 |
Traynor Capital Management, Inc. | 1 | 1 | 0.03% | 0.06% | 0.08% | Q3 2017 | Q2 2023 | 2 |
RUSSELL FRANK CO/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
STOCK YARDS BANK & TRUST CO | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q3 2013 | 2 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.45% | 0.72% | 0.98% | Q1 2023 | Q2 2023 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.10% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
CARLSON CAPITAL L P | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.13% | 0.13% | 0.14% | Q2 2013 | Q3 2013 | 2 |
Elmwood Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Pillar Wealth Advisors, LLC | 2 | 2 | 0.25% | 0.26% | 0.27% | Q4 2021 | Q1 2022 | 2 |
PHILADELPHIA TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q2 2017 | 2 |
INTEGRATED WEALTH COUNSEL, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q3 2016 | Q4 2016 | 2 |
COWA, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q3 2022 | 2 |
Bartlett & Co. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
Ovata Capital Management Ltd | 1 | 1 | 0.00% | 0.87% | 1.74% | Q3 2020 | Q1 2021 | 2 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2015 | Q2 2021 | 2 |
WEBSTER BANK, N. A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Walleye Capital LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
PINNACLE ASSOCIATES LTD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Geneva Partners, LLC | 2 | 2 | 0.30% | 0.57% | 0.85% | Q1 2022 | Q2 2022 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Arctis Global LLC | 2 | 2 | 3.09% | 11.34% | 19.59% | Q3 2022 | Q4 2022 | 2 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.04% | 0.08% | Q1 2020 | Q4 2022 | 2 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2014 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
JOURNEY STRATEGIC WEALTH LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Inscription Capital, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q1 2019 | 2 |
Owen LaRue, LLC | 2 | 2 | 3.70% | 3.70% | 3.70% | Q4 2022 | Q1 2023 | 2 |
Fort Point Capital Partners LLC | 1 | 1 | 0.03% | 0.05% | 0.07% | Q2 2020 | Q4 2021 | 2 |
Ghisallo Capital Management LLC | 2 | 2 | 0.19% | 0.51% | 0.84% | Q1 2023 | Q2 2023 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Merriman Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 2 |
Advisor OS, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q2 2020 | 2 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2013 | 2 |
Carr Financial Group Corp | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
MCIA Inc | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2017 | Q3 2017 | 2 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.51% | 0.56% | 0.60% | Q2 2016 | Q3 2016 | 2 |
Connectus Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 1.48% | 1.59% | 1.69% | Q2 2023 | Q3 2023 | 2 |
Lakewood Asset Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Sequoia Wealth Management, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2019 | Q3 2019 | 1 |
Elgethun Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Granite Bay Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Interval Partners, LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2014 | Q2 2014 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Thomasville National Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
CHARTIST INC /CA/ | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2019 | Q3 2019 | 1 |
West Coast Financial LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2016 | Q2 2016 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Morton Brown Family Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.50% | 0.50% | 0.50% | Q2 2014 | Q2 2014 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2022 | Q3 2022 | 1 |
Callan Family Office, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q2 2013 | 1 |
NICOLET BANKSHARES INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Adams Asset Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q1 2021 | 1 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q4 2022 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
WCG Wealth Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CFO4Life Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
D. SCOTT NEAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Rothschild Capital Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2016 | Q3 2016 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Eton Park Capital Management, L.P. | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2016 | Q1 2016 | 1 |
Prince Street Capital Management LLC | 1 | 1 | 5.00% | 5.00% | 5.00% | Q2 2020 | Q2 2020 | 1 |
PFS Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
BARRETT & COMPANY, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Quarry LP | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Transform Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
FALCON POINT CAPITAL, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2013 | Q3 2013 | 1 |
Claremont Financial Group, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2022 | Q1 2022 | 1 |
Smith & Howard Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
EMFO, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Cornerstone Advisors, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2014 | Q2 2014 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 5.13% | 5.13% | 5.13% | Q4 2022 | Q4 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2022 | Q2 2022 | 1 |
Zhang Financial LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Kerrisdale Advisers, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2016 | Q2 2016 | 1 |
First National Advisers, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Omnia Family Wealth, LLC | 1 | 1 | 3.24% | 3.24% | 3.24% | Q2 2023 | Q2 2023 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
JANA PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2016 | Q1 2016 | 1 |
LEVIN CAPITAL STRATEGIES, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Advocacy Wealth Management Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Coston, McIsaac & Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2023 | Q1 2023 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Jabre Capital Partners S.A. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
Estabrook Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Bell Investment Advisors, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Clarus Group, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2020 | Q4 2020 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2013 | Q1 2013 | 1 |
AMH Equity Ltd | 1 | 1 | 2.37% | 2.37% | 2.37% | Q1 2022 | Q1 2022 | 1 |
Praetorian PR LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Vista Private Wealth Partners. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q2 2013 | 1 |
Johnson & White Wealth Management, LLC | 1 | 1 | 2.15% | 2.15% | 2.15% | Q4 2022 | Q4 2022 | 1 |
Adams Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Allegiant Private Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Personal Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Cheyne Capital Management (UK) LLP | 1 | 1 | 2.55% | 2.55% | 2.55% | Q4 2020 | Q4 2020 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Barber Financial Group, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 2.69% | 2.69% | 2.69% | Q3 2016 | Q3 2016 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sweet Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Evermore Global Advisors, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2018 | Q1 2018 | 1 |
Edge Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
BARING ASSET MANAGEMENT Ltd | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2016 | Q1 2016 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2021 | Q2 2021 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2020 | Q4 2020 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cypress Point Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NAVELLIER & ASSOCIATES INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q3 2019 | 1 |
Stevens First Principles Investment Advisors | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2016 | Q2 2016 | 1 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Balboa Wealth Partners | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Destiny Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
OppenheimerFunds, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
jvl associates llc | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2017 | Q4 2017 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2017 | Q1 2017 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2016 | Q2 2016 | 1 |
Avondale Wealth Management | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
DeDora Capital, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
BPV Resources, LLC | 1 | 1 | 5.62% | 5.62% | 5.62% | Q2 2013 | Q2 2013 | 1 |
Maxi Investments CY Ltd | 1 | 1 | 1.99% | 1.99% | 1.99% | Q3 2022 | Q3 2022 | 1 |
Cooper Financial Group | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Andromeda Capital LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2013 | Q2 2013 | 1 |
Inspire Investing, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
LITTLEJOHN & CO LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
HANSEATIC MANAGEMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
S. MUOIO & CO. LLC | 1 | 1 | 15.00% | 15.00% | 15.00% | Q4 2019 | Q4 2019 | 1 |
Rinkey Investments | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Baltimore-Washington Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Atom Investors LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2021 | Q2 2021 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2017 | Q4 2017 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Montis Financial, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Birchcreek Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Kavar Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
CAPRIN ASSET MANAGEMENT LLC /ADV | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Armbruster Capital Management, Inc. | 1 | 1 | 0.74% | 0.74% | 0.74% | Q2 2021 | Q2 2021 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Watson Rebecca | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Trust Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
SPC Financial, Inc. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q1 2014 | Q1 2014 | 1 |
Southland Equity Partners LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Luxor Capital Group, LP | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2014 | Q4 2014 | 1 |
Econ Financial Services Corp | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2021 | Q4 2021 | 1 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q1 2016 | Q1 2016 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
E Fund Management (Hong Kong) Co., Ltd. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
ARS Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 1.63% | 1.63% | 1.63% | Q3 2020 | Q3 2020 | 1 |
Tradeworx Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2013 | Q3 2013 | 1 |
Lorem Ipsum Management, LLC | 1 | 1 | 5.78% | 5.78% | 5.78% | Q2 2016 | Q2 2016 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Family Management Corp | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2017 | Q1 2017 | 1 |
Seven Post Investment Office LP | 1 | 1 | 1.34% | 1.34% | 1.34% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Betterment LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TEGEAN CAPITAL MANAGEMENT, LLC | 1 | 1 | 10.64% | 10.64% | 10.64% | Q2 2013 | Q2 2013 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2015 | Q4 2015 | 1 |
Investmark Advisory Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HCR Wealth Advisors | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2019 | Q1 2019 | 1 |
LONESTAR CAPITAL MANAGEMENT LLC | 1 | 1 | 5.94% | 5.94% | 5.94% | Q3 2014 | Q3 2014 | 1 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Newtyn Management, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2016 | Q3 2016 | 1 |
Portside Wealth Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
FAS Wealth Partners, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2014 | Q1 2014 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q1 2021 | Q1 2021 | 1 |
EHP Funds Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2022 | Q3 2022 | 1 |
GLG LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2014 | Q3 2014 | 1 |
BlueCrest Capital Management LLP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2014 | Q1 2014 | 1 |
Capital Directions Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Privium Fund Management (UK) Ltd | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2021 | Q1 2021 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Vestcor Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
Full Sail Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Avidian Wealth Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
DB Wealth Management Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Annex Advisory Services, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Modus Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Financial Avengers, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Q3 Asset Management | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2016 | Q2 2016 | 1 |
HATTON CONSULTING, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2021 | Q1 2021 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2021 | Q2 2021 | 1 |
Psagot Value Holdings Ltd. / (Israel) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Rikoon Group, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2016 | Q3 2016 | 1 |
Ellevest, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Yong Rong (HK) Asset Management Ltd | 1 | 1 | 5.97% | 5.97% | 5.97% | Q2 2020 | Q2 2020 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Parker Investment Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2022 | Q1 2022 | 1 |
China Universal Asset Management Co., Ltd. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Value Partners Investments Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
BLUESTEIN R H & CO LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
Global Wealth Strategies & Associates | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Edge Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Kopernik Global All-Cap Fund, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Muzinich & Co., Inc. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2020 | Q3 2020 | 1 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q1 2022 | Q1 2022 | 1 |
Pictet North America Advisors SA | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2016 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Osborn Williams & Donohoe LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
MBB PUBLIC MARKETS I LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1 | 1 | 9.14% | 9.14% | 9.14% | Q3 2015 | Q3 2015 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
STALEY CAPITAL ADVISERS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q3 2013 | 1 |
Skylands Capital, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
N.E.W. Advisory Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WILLIAMS JONES & ASSOCIATES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Gemsstock Ltd. | 1 | 1 | 13.58% | 13.58% | 13.58% | Q2 2020 | Q2 2020 | 1 |
AFFINITY WEALTH MANAGEMENT LLC | 1 | 1 | 2.42% | 2.42% | 2.42% | Q1 2023 | Q1 2023 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
BOENNING & SCATTERGOOD, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Ballentine Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
PACIFIC VIEW ASSET MANAGEMENT, LLC | 1 | 1 | 9.22% | 9.22% | 9.22% | Q1 2018 | Q1 2018 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Passport Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Mariner Wealth Advisors-Cincinnati, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Lee Capital Holdings LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2018 | Q3 2018 | 1 |
Maven Securities LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Nuveen Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
OTA LLC | 1 | 1 | 1.24% | 1.24% | 1.24% | Q2 2014 | Q2 2014 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q1 2014 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Simply Money Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Wolf Group Capital Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 3.76% | 3.76% | 3.76% | Q3 2023 | Q3 2023 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MEYER HANDELMAN CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
MURPHY CAPITAL MANAGEMENT INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q2 2013 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Empower Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2016 | Q4 2016 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2023 | Q2 2023 | 1 |
Claro Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Foresight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
LORD, ABBETT & CO. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Genesee Capital Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2019 | Q1 2019 | 1 |
GenTrust, LLC | 1 | 1 | 11.36% | 11.36% | 11.36% | Q4 2016 | Q4 2016 | 1 |
Symmetry Investments LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
PRIO WEALTH LIMITED PARTNERSHIP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 1.18% | 1.18% | 1.18% | Q3 2020 | Q3 2020 | 1 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
PRW Wealth Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
West Tower Group, LLC | 1 | 1 | 1.22% | 1.22% | 1.22% | Q1 2023 | Q1 2023 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Ullmann Wealth Partners Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Bocage Capital, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2013 | Q3 2013 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Paradigm Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q1 2014 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Assured Investment Management LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2013 | Q2 2013 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cornerstone Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Mirador Capital Partners LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2020 | Q3 2020 | 1 |
Aletheian Wealth Advisors LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2022 | Q4 2022 | 1 |
NewGen Asset Management Ltd | 1 | 1 | 10.21% | 10.21% | 10.21% | Q4 2022 | Q4 2022 | 1 |
Capital Investment Counsel, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
FundX Investment Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Newfoundland Capital Management | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2020 | Q3 2020 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
External links
This page lists all the filers that currently own ISHARES SILVER TRUST or have owned ISHARES SILVER TRUST in the past.