Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 80 |
Citadel Advisors | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 75 |
Cutler Group LLC / CA | 28 | 28 | 0.00% | 0.02% | 0.57% | Q4 2016 | Q3 2023 | 74 |
Walleye Trading LLC | 15 | 2 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 69 |
CITIGROUP INC | 28 | 28 | 0.00% | 0.03% | 0.20% | Q4 2016 | Q3 2023 | 69 |
JANE STREET GROUP, LLC | 28 | 28 | 0.00% | 0.04% | 0.18% | Q4 2016 | Q3 2023 | 67 |
Parallax Volatility Advisers, L.P. | 25 | 2 | 0.00% | 0.05% | 0.27% | Q4 2016 | Q3 2023 | 67 |
BARCLAYS PLC | 28 | 28 | 0.00% | 0.02% | 0.26% | Q4 2016 | Q3 2023 | 64 |
GOLDMAN SACHS GROUP INC | 28 | 28 | 0.00% | 0.04% | 0.14% | Q4 2016 | Q3 2023 | 64 |
UBS Group AG | 28 | 28 | 0.00% | 0.04% | 0.23% | Q4 2016 | Q3 2023 | 60 |
ROYAL BANK OF CANADA | 28 | 28 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 54 |
WOLVERINE TRADING, LLC | 9 | 1 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 53 |
CREDIT SUISSE AG/ | 28 | 28 | 0.00% | 0.02% | 0.13% | Q4 2016 | Q3 2023 | 51 |
HSBC HOLDINGS PLC | 28 | 28 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 49 |
BNP PARIBAS FINANCIAL MARKETS | 27 | 27 | 0.00% | 0.07% | 0.41% | Q1 2017 | Q3 2023 | 49 |
BANK OF AMERICA CORP /DE/ | 28 | 28 | 0.00% | 0.04% | 0.18% | Q4 2016 | Q3 2023 | 46 |
Twin Tree Management, LP | 20 | 5 | 0.00% | 0.12% | 1.54% | Q4 2016 | Q2 2023 | 41 |
WELLS FARGO & COMPANY/MN | 28 | 28 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 36 |
BANK OF MONTREAL /CAN/ | 25 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 34 |
Creative Planning | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 32 |
Intercontinental Wealth Advisors, LLC | 31 | 31 | 0.76% | 1.33% | 3.14% | Q4 2015 | Q2 2023 | 31 |
BlackRock Inc. | 28 | 28 | 0.00% | 0.03% | 0.07% | Q4 2016 | Q3 2023 | 31 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q1 2023 | 31 |
HAP Trading, LLC | 16 | 1 | 0.00% | 0.10% | 1.35% | Q4 2016 | Q2 2023 | 30 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 29 | 0.04% | 0.16% | 0.34% | Q4 2016 | Q4 2023 | 29 |
HighTower Advisors, LLC | 28 | 28 | 0.00% | 0.05% | 0.13% | Q4 2016 | Q3 2023 | 29 |
FRANKLIN RESOURCES INC | 14 | 13 | 0.00% | 0.03% | 0.10% | Q4 2016 | Q3 2023 | 29 |
Cambridge Investment Research Advisors, Inc. | 28 | 28 | 0.00% | 0.02% | 0.08% | Q4 2016 | Q3 2023 | 28 |
JPMORGAN CHASE & CO | 28 | 28 | 0.18% | 0.30% | 0.57% | Q4 2016 | Q3 2023 | 28 |
J.P. Morgan Private Wealth Advisors LLC | 28 | 28 | 0.01% | 0.06% | 0.46% | Q4 2016 | Q3 2023 | 28 |
TORONTO DOMINION BANK | 28 | 28 | 0.00% | 0.05% | 0.43% | Q4 2016 | Q3 2023 | 28 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MERIDIAN INVESTMENT COUNSEL INC. | 28 | 28 | 0.25% | 0.33% | 0.45% | Q4 2016 | Q3 2023 | 28 |
Raymond James Financial Services Advisors, Inc. | 28 | 28 | 0.00% | 0.02% | 0.06% | Q4 2016 | Q3 2023 | 28 |
FIFTH THIRD BANCORP | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
Bank of New York Mellon Corp | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q3 2023 | 28 |
BANQUE PICTET & CIE SA | 28 | 28 | 0.02% | 0.37% | 0.68% | Q4 2016 | Q3 2023 | 28 |
RAYMOND JAMES & ASSOCIATES | 28 | 28 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q3 2023 | 28 |
Itau Unibanco Holding S.A. | 28 | 28 | 0.08% | 2.86% | 8.84% | Q4 2016 | Q3 2023 | 28 |
Greytown Advisors Inc. | 28 | 28 | 4.07% | 4.91% | 5.57% | Q4 2016 | Q3 2023 | 28 |
FIL Ltd | 28 | 28 | 0.01% | 0.04% | 0.17% | Q4 2016 | Q3 2023 | 28 |
1607 Capital Partners, LLC | 28 | 28 | 7.47% | 11.48% | 14.32% | Q4 2016 | Q3 2023 | 28 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 28 | 28 | 0.06% | 0.19% | 0.31% | Q4 2016 | Q3 2023 | 28 |
Mirae Asset Global Investments Co., Ltd. | 28 | 28 | 0.01% | 0.18% | 0.55% | Q4 2016 | Q3 2023 | 28 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.03% | 0.12% | Q1 2016 | Q3 2023 | 28 |
F&V Capital Management, LLC | 28 | 28 | 0.11% | 0.21% | 0.35% | Q4 2016 | Q3 2023 | 28 |
FEDERATED HERMES, INC. | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 28 |
AMERIPRISE FINANCIAL INC | 28 | 28 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q3 2023 | 28 |
ZACKS INVESTMENT MANAGEMENT | 28 | 28 | 0.05% | 0.17% | 0.34% | Q4 2016 | Q3 2023 | 28 |
Catalyst Capital Advisors LLC | 28 | 28 | 0.24% | 0.47% | 1.33% | Q4 2016 | Q3 2023 | 28 |
SCOTIA CAPITAL INC. | 28 | 28 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 28 |
EVERGREEN CAPITAL MANAGEMENT LLC | 28 | 28 | 0.21% | 0.37% | 0.62% | Q4 2016 | Q3 2023 | 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 28 | 28 | 0.01% | 0.09% | 0.23% | Q4 2016 | Q3 2023 | 28 |
Baystate Wealth Management LLC | 28 | 28 | 0.02% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 28 |
US BANCORP \DE\ | 28 | 28 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Millburn Ridgefield Corp | 28 | 28 | 0.55% | 0.64% | 1.54% | Q4 2016 | Q3 2023 | 28 |
STIFEL FINANCIAL CORP | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
ENVESTNET ASSET MANAGEMENT INC | 28 | 28 | 0.01% | 0.06% | 0.27% | Q4 2016 | Q3 2023 | 28 |
EFG Asset Management (Americas) Corp. | 28 | 28 | 0.68% | 2.97% | 7.40% | Q4 2016 | Q3 2023 | 28 |
Bollard Group LLC | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
E&G Advisors, LP | 28 | 28 | 0.42% | 0.81% | 1.16% | Q4 2016 | Q3 2023 | 28 |
FMR LLC | 28 | 28 | 0.00% | 0.10% | 0.25% | Q4 2016 | Q3 2023 | 28 |
Rathbones Group PLC | 28 | 28 | 0.08% | 0.15% | 0.25% | Q4 2016 | Q3 2023 | 28 |
BESSEMER GROUP INC | 28 | 28 | 0.00% | 0.20% | 0.73% | Q4 2016 | Q3 2023 | 28 |
LPL Financial LLC | 28 | 28 | 0.01% | 0.08% | 0.20% | Q4 2016 | Q3 2023 | 28 |
ALLIANCEBERNSTEIN L.P. | 28 | 28 | 0.00% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 28 |
Stelac Advisory Services LLC | 28 | 28 | 1.23% | 2.93% | 4.66% | Q4 2016 | Q3 2023 | 28 |
SOL Capital Management CO | 28 | 28 | 0.09% | 0.24% | 0.39% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 28 |
Invesco Ltd. | 28 | 28 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 28 |
TIEMANN INVESTMENT ADVISORS, LLC | 28 | 28 | 0.53% | 0.84% | 1.07% | Q4 2016 | Q3 2023 | 28 |
Sandy Spring Bank | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
PNC FINANCIAL SERVICES GROUP, INC. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
1832 Asset Management L.P. | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
KEYBANK NATIONAL ASSOCIATION/OH | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
MORGAN STANLEY | 28 | 28 | 0.09% | 0.18% | 0.37% | Q4 2016 | Q3 2023 | 28 |
Global Endowment Management, LP | 28 | 28 | 0.16% | 0.34% | 0.66% | Q4 2016 | Q3 2023 | 28 |
SYNOVUS FINANCIAL CORP | 28 | 28 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
SUN LIFE FINANCIAL INC | 28 | 28 | 0.24% | 0.67% | 1.34% | Q4 2016 | Q3 2023 | 28 |
CWM, LLC | 19 | 8 | 0.00% | 0.08% | 0.52% | Q4 2016 | Q3 2023 | 27 |
AllSquare Wealth Management LLC | 25 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
ROTHSCHILD INVESTMENT LLC /IL | 22 | 5 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 27 |
Zurich Insurance Group Ltd/FI | 25 | 2 | 0.02% | 0.04% | 0.11% | Q4 2016 | Q3 2023 | 27 |
BANK OF NOVA SCOTIA | 27 | 27 | 0.00% | 0.63% | 2.91% | Q1 2017 | Q3 2023 | 27 |
BROWN ADVISORY INC | 26 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
GLENMEDE TRUST CO NA | 21 | 6 | 0.00% | 0.03% | 0.15% | Q4 2016 | Q3 2023 | 27 |
PRIVATE TRUST CO NA | 21 | 6 | 0.02% | 0.12% | 0.29% | Q4 2016 | Q3 2023 | 27 |
Texas Yale Capital Corp. | 27 | 27 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q3 2023 | 27 |
Relative Value Partners Group, LLC | 27 | 27 | 0.02% | 0.33% | 1.55% | Q1 2017 | Q3 2023 | 27 |
PRUDENTIAL FINANCIAL INC | 18 | 9 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 27 |
BLAIR WILLIAM & CO/IL | 24 | 3 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 27 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 20 | 7 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 27 |
Geneos Wealth Management Inc. | 25 | 2 | 0.00% | 0.03% | 0.24% | Q4 2016 | Q3 2023 | 27 |
CIBC WORLD MARKET INC. | 27 | 27 | 0.00% | 0.04% | 0.16% | Q1 2017 | Q3 2023 | 27 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 27 | 27 | 0.01% | 0.03% | 0.11% | Q1 2017 | Q3 2023 | 27 |
PRUDENTIAL PLC | 15 | 12 | 0.00% | 0.02% | 0.34% | Q4 2016 | Q3 2023 | 27 |
Jasper Ridge Partners, L.P. | 27 | 27 | 0.12% | 0.18% | 0.25% | Q1 2017 | Q3 2023 | 27 |
Janney Montgomery Scott LLC | 27 | 27 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 27 |
STATE STREET CORP | 27 | 27 | 0.00% | 0.00% | 0.02% | Q3 2016 | Q1 2023 | 27 |
Banco Santander, S.A. | 23 | 4 | 0.01% | 0.21% | 0.73% | Q4 2016 | Q3 2023 | 27 |
WELLINGTON MANAGEMENT GROUP LLP | 23 | 4 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 27 |
Diversified Trust Co | 26 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q4 2023 | 27 |
North Star Investment Management Corp. | 17 | 10 | 0.01% | 0.04% | 0.23% | Q4 2016 | Q3 2023 | 27 |
Gradient Investments LLC | 24 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 27 |
Allworth Financial LP | 27 | 27 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.09% | 0.38% | Q4 2016 | Q3 2023 | 27 |
CUMBERLAND ADVISORS INC | 15 | 12 | 0.89% | 1.94% | 3.01% | Q4 2016 | Q3 2023 | 27 |
Israel Discount Bank of New York | 17 | 9 | 3.09% | 4.04% | 5.08% | Q1 2017 | Q3 2023 | 26 |
COMERICA BANK | 25 | 1 | 0.05% | 0.20% | 0.39% | Q4 2016 | Q3 2023 | 26 |
JNBA Financial Advisors | 20 | 6 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 26 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 20 | 2 | 0.00% | 0.30% | 0.65% | Q4 2016 | Q3 2023 | 26 |
M&R CAPITAL MANAGEMENT INC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q4 2022 | 26 |
Fisher Asset Management, LLC | 26 | 26 | 0.03% | 0.05% | 0.10% | Q2 2017 | Q3 2023 | 26 |
Private Advisor Group, LLC | 9 | 8 | 0.00% | 0.03% | 0.08% | Q4 2016 | Q3 2023 | 26 |
Cerity Partners LLC | 25 | 1 | 0.00% | 0.22% | 1.06% | Q1 2017 | Q3 2023 | 26 |
VPR Management LLC | 26 | 26 | 0.22% | 0.57% | 1.42% | Q2 2017 | Q3 2023 | 26 |
Jacobi Capital Management LLC | 20 | 6 | 0.01% | 0.17% | 1.95% | Q4 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.07% | 0.22% | Q2 2017 | Q3 2023 | 26 |
Cetera Advisors LLC | 25 | 25 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q3 2023 | 25 |
Cornerstone Capital, Inc. | 25 | 25 | 0.04% | 0.14% | 0.36% | Q3 2017 | Q3 2023 | 25 |
Pictet North America Advisors SA | 25 | 25 | 0.06% | 3.56% | 7.66% | Q3 2017 | Q3 2023 | 25 |
TWO SIGMA INVESTMENTS, LP | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 25 |
Tower Research Capital LLC (TRC) | 11 | 4 | 0.00% | 0.04% | 0.22% | Q4 2016 | Q3 2023 | 25 |
CIBC Asset Management Inc | 23 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 25 |
Money Design Co.,Ltd. | 25 | 25 | 1.78% | 5.63% | 8.91% | Q3 2017 | Q3 2023 | 25 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2023 | 24 |
MUFG Americas Holdings Corp | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 24 |
TWO SIGMA SECURITIES, LLC | 7 | 1 | 0.00% | 0.05% | 0.70% | Q4 2016 | Q2 2023 | 24 |
Allianz Asset Management GmbH | 10 | 1 | 0.00% | 0.02% | 0.11% | Q4 2016 | Q3 2023 | 24 |
Compagnie Lombard Odier SCmA | 15 | 9 | 0.00% | 0.02% | 0.16% | Q1 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Taikang Asset Management (Hong Kong) Co Ltd | 24 | 24 | 0.26% | 0.86% | 1.63% | Q4 2017 | Q3 2023 | 24 |
Institute for Wealth Management, LLC. | 23 | 1 | 0.18% | 0.23% | 0.35% | Q3 2017 | Q3 2023 | 24 |
Migdal Insurance & Financial Holdings Ltd. | 22 | 2 | 0.00% | 0.11% | 0.49% | Q1 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
PARSONS CAPITAL MANAGEMENT INC/RI | 24 | 24 | 0.03% | 0.05% | 0.08% | Q4 2016 | Q3 2022 | 24 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 6 | 0.08% | 0.15% | 0.24% | Q2 2017 | Q3 2023 | 24 |
Karpus Management, Inc. | 13 | 11 | 0.01% | 0.50% | 1.03% | Q4 2016 | Q4 2022 | 24 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2022 | 24 |
AMG National Trust Bank | 16 | 8 | 0.02% | 0.22% | 0.58% | Q4 2016 | Q4 2022 | 24 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 24 | 24 | 0.00% | 0.12% | 0.36% | Q4 2016 | Q3 2022 | 24 |
DELTA ASSET MANAGEMENT LLC/TN | 20 | 4 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.03% | 0.11% | Q4 2017 | Q3 2023 | 24 |
WHITTIER TRUST CO | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
MACKENZIE FINANCIAL CORP | 23 | 23 | 0.06% | 0.10% | 0.18% | Q1 2018 | Q3 2023 | 23 |
EXANE DERIVATIVES | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2022 | 23 |
M&T BANK CORP | 12 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2022 | 23 |
Dorsey & Whitney Trust CO LLC | 23 | 23 | 0.11% | 0.36% | 0.54% | Q1 2018 | Q3 2023 | 23 |
Accuvest Global Advisors | 17 | 2 | 0.07% | 2.36% | 8.47% | Q4 2016 | Q3 2023 | 23 |
DEUTSCHE BANK AG\ | 23 | 23 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 23 |
KING LUTHER CAPITAL MANAGEMENT CORP | 23 | 23 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2022 | 23 |
VESTOR CAPITAL, LLC | 13 | 10 | 0.52% | 1.16% | 2.07% | Q1 2017 | Q4 2022 | 23 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 17 | 6 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 23 |
Bartlett & Co. LLC | 12 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.02% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 23 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 9 | 0.03% | 1.35% | 4.81% | Q1 2017 | Q4 2022 | 23 |
Baird Financial Group, Inc. | 10 | 1 | 0.00% | 0.01% | 0.13% | Q4 2016 | Q3 2023 | 22 |
WealthShield Partners, LLC | 14 | 3 | 0.03% | 0.07% | 0.13% | Q4 2017 | Q3 2023 | 22 |
TD ASSET MANAGEMENT INC | 16 | 6 | 0.03% | 0.16% | 0.44% | Q1 2018 | Q3 2023 | 22 |
Ayalon Insurance Comp Ltd. | 22 | 22 | 0.01% | 0.10% | 0.36% | Q2 2018 | Q3 2023 | 22 |
New Vernon Capital Holdings II LLC | 9 | 5 | 0.06% | 2.09% | 5.92% | Q4 2016 | Q3 2023 | 22 |
OARSMAN CAPITAL, INC. | 14 | 8 | 0.11% | 0.14% | 0.17% | Q1 2018 | Q3 2023 | 22 |
MILLENNIUM MANAGEMENT LLC | 7 | 1 | 0.00% | 0.02% | 0.16% | Q4 2016 | Q3 2023 | 22 |
CAPTRUST FINANCIAL ADVISORS | 18 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 22 |
COMMERCE BANK | 22 | 22 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2022 | 22 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 22 |
Harbour Capital Advisors, LLC | 8 | 4 | 0.06% | 0.11% | 0.16% | Q2 2017 | Q4 2023 | 22 |
REGIONS FINANCIAL CORP | 10 | 4 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q3 2023 | 22 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 22 |
METLIFE INC | 21 | 21 | 2.30% | 5.64% | 8.12% | Q3 2018 | Q3 2023 | 21 |
Carroll Financial Associates, Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 21 |
REILLY FINANCIAL ADVISORS, LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 21 |
BALDWIN BROTHERS LLC/MA | 21 | 21 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q4 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.03% | Q3 2018 | Q3 2023 | 21 |
BARINGS LLC | 16 | 5 | 0.01% | 0.15% | 0.54% | Q4 2016 | Q1 2022 | 21 |
COLONY GROUP LLC | 21 | 21 | 0.01% | 0.36% | 0.85% | Q3 2016 | Q3 2021 | 21 |
SG Americas Securities, LLC | 7 | 1 | 0.00% | 0.11% | 0.59% | Q4 2016 | Q3 2023 | 21 |
Covington Capital Management | 21 | 21 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2022 | 21 |
NORTHERN TRUST CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 21 |
ELM ADVISORS, LLC | 21 | 21 | 0.17% | 0.24% | 0.30% | Q4 2016 | Q4 2021 | 21 |
Jefferies Group LLC | 9 | 1 | 0.00% | 0.04% | 0.18% | Q4 2016 | Q4 2021 | 21 |
Cedar Wealth Management, LLC | 21 | 21 | 0.17% | 0.62% | 1.11% | Q3 2018 | Q3 2023 | 21 |
CI INVESTMENTS INC. | 19 | 2 | 0.00% | 0.26% | 1.10% | Q4 2016 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 14 | 7 | 0.00% | 0.03% | 0.11% | Q4 2016 | Q2 2022 | 21 |
Merriman Wealth Management, LLC | 7 | 3 | 0.04% | 0.34% | 1.10% | Q1 2017 | Q2 2023 | 21 |
Laird Norton Wetherby Wealth Management, LLC | 10 | 1 | 0.02% | 0.07% | 0.14% | Q3 2017 | Q3 2023 | 21 |
ASSETMARK, INC | 11 | 9 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.02% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Squarepoint Ops LLC | 7 | 1 | 0.01% | 0.14% | 1.29% | Q4 2016 | Q3 2023 | 20 |
TRUSTCORE FINANCIAL SERVICES, LLC | 16 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2022 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.02% | 0.05% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 20 |
Ironwood Financial, llc | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 20 |
SALEM INVESTMENT COUNSELORS INC | 18 | 2 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q3 2023 | 20 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.05% | 0.16% | Q1 2017 | Q3 2023 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 14 | 6 | 0.02% | 0.21% | 0.34% | Q4 2017 | Q3 2023 | 20 |
AGF INVESTMENTS INC. | 20 | 20 | 0.00% | 0.82% | 2.13% | Q1 2017 | Q4 2021 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q2 2022 | 20 |
Cottage Street Advisors LLC | 14 | 1 | 0.14% | 0.32% | 0.55% | Q4 2016 | Q2 2022 | 20 |
Ballentine Partners, LLC | 20 | 20 | 0.05% | 0.20% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Balentine LLC | 15 | 5 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 20 |
STRS OHIO | 20 | 20 | 0.04% | 0.11% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Boston Trust Walden Corp | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2021 | 20 |
SIGNATUREFD, LLC | 15 | 1 | 0.00% | 0.05% | 0.20% | Q4 2016 | Q2 2023 | 20 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 10 | 1 | 0.04% | 0.47% | 1.57% | Q4 2016 | Q3 2020 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 0.02% | 0.08% | 0.21% | Q3 2017 | Q2 2022 | 20 |
Rehmann Capital Advisory Group | 13 | 1 | 0.00% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 20 |
Integrated Wealth Concepts LLC | 9 | 3 | 0.01% | 0.13% | 0.80% | Q4 2017 | Q3 2023 | 20 |
KINGS POINT CAPITAL MANAGEMENT | 19 | 19 | 0.01% | 0.05% | 0.18% | Q3 2017 | Q1 2022 | 19 |
Arkos Global Advisors | 19 | 19 | 0.05% | 0.47% | 1.66% | Q4 2018 | Q2 2023 | 19 |
First Horizon Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 19 |
Psagot Value Holdings Ltd. | 19 | 19 | 0.01% | 0.73% | 1.44% | Q4 2016 | Q2 2021 | 19 |
Windham Capital Management, LLC | 19 | 19 | 0.12% | 0.21% | 0.33% | Q1 2019 | Q3 2023 | 19 |
Capital Investment Advisory Services, LLC | 7 | 3 | 0.00% | 0.18% | 1.69% | Q4 2017 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 0.01% | 0.05% | 0.13% | Q1 2019 | Q3 2023 | 19 |
Cresset Asset Management, LLC | 12 | 7 | 0.00% | 0.03% | 0.08% | Q4 2018 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 19 |
Pinnacle Advisory Group, Inc. | 18 | 18 | 0.08% | 2.14% | 4.56% | Q4 2016 | Q1 2021 | 18 |
Quantitative Investment Management, LLC | 5 | 1 | 0.15% | 1.13% | 4.33% | Q1 2017 | Q2 2023 | 18 |
Hexavest Inc. | 13 | 1 | 0.00% | 0.29% | 1.31% | Q4 2016 | Q3 2021 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 18 |
TCI Wealth Advisors, Inc. | 14 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q4 2022 | 18 |
Azimuth Capital Management LLC | 10 | 8 | 0.18% | 0.34% | 0.57% | Q4 2016 | Q1 2022 | 18 |
New Potomac Partners, LLC | 11 | 7 | 0.09% | 0.26% | 0.69% | Q1 2018 | Q3 2023 | 18 |
HUNTINGTON NATIONAL BANK | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 18 |
GOFEN & GLOSSBERG LLC /IL/ | 18 | 18 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 18 |
GFS Advisors, LLC | 18 | 18 | 0.15% | 1.13% | 2.80% | Q2 2019 | Q3 2023 | 18 |
Cranbrook Wealth Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2022 | 18 |
Nan Shan Life Insurance Co., Ltd. | 12 | 3 | 0.08% | 0.26% | 0.87% | Q4 2016 | Q2 2023 | 18 |
WEBSTER BANK, N. A. | 18 | 18 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q1 2021 | 18 |
Winslow, Evans & Crocker, Inc. | 17 | 17 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q4 2020 | 17 |
BOURGEON CAPITAL MANAGEMENT LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 17 | 17 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2020 | 17 |
NEXT Financial Group, Inc | 7 | 4 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2021 | 17 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 17 | 17 | 0.02% | 0.22% | 0.32% | Q4 2016 | Q4 2020 | 17 |
TRUIST FINANCIAL CORP | 16 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 17 |
JAMES INVESTMENT RESEARCH INC | 15 | 2 | 0.00% | 0.05% | 0.20% | Q4 2016 | Q1 2021 | 17 |
CITY HOLDING CO | 9 | 8 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 17 |
6 Meridian | 17 | 17 | 0.82% | 1.08% | 1.25% | Q4 2017 | Q4 2021 | 17 |
Addenda Capital Inc. | 17 | 17 | 0.04% | 0.06% | 0.07% | Q4 2016 | Q4 2020 | 17 |
Oakworth Capital, Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2021 | 17 |
Lindbrook Capital, LLC | 11 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2023 | 17 |
PICTET BANK & TRUST Ltd | 9 | 8 | 0.18% | 0.53% | 1.20% | Q4 2016 | Q2 2022 | 17 |
PineBridge Investments, L.P. | 17 | 17 | 0.01% | 0.06% | 0.17% | Q4 2016 | Q4 2020 | 17 |
Transamerica Financial Advisors, Inc. | 9 | 1 | 0.00% | 0.15% | 0.29% | Q4 2016 | Q3 2023 | 17 |
Wellington Shields Capital Management, LLC | 15 | 2 | 0.02% | 0.06% | 0.08% | Q4 2017 | Q3 2023 | 17 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.02% | 0.07% | 0.28% | Q4 2019 | Q3 2023 | 16 |
PRICE T ROWE ASSOCIATES INC /MD/ | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2020 | 16 |
Fieldpoint Private Securities, LLC | 9 | 7 | 0.00% | 0.24% | 0.62% | Q4 2017 | Q2 2022 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
NatWest Group plc | 14 | 2 | 0.46% | 0.79% | 1.20% | Q4 2016 | Q4 2020 | 16 |
Vontobel Swiss Wealth Advisors AG | 15 | 1 | 0.43% | 2.18% | 5.34% | Q4 2016 | Q2 2021 | 16 |
MOODY NATIONAL BANK TRUST DIVISION | 16 | 16 | 0.02% | 0.04% | 0.14% | Q4 2018 | Q3 2022 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Savior LLC | 16 | 16 | 0.00% | 0.07% | 0.86% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.05% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 16 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.00% | 0.10% | 0.61% | Q3 2016 | Q4 2022 | 16 |
Water Oak Advisors LLC | 16 | 16 | 3.41% | 7.09% | 9.94% | Q4 2016 | Q3 2020 | 16 |
Jackson Hole Capital Partners, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2023 | 16 |
KANAWHA CAPITAL MANAGEMENT LLC | 6 | 4 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2021 | 16 |
Edge Wealth Management LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 16 |
OLD SECOND NATIONAL BANK OF AURORA | 13 | 1 | 0.00% | 1.42% | 2.74% | Q2 2017 | Q4 2021 | 16 |
RPg Family Wealth Advisory, LLC | 4 | 1 | 0.02% | 0.21% | 0.45% | Q4 2016 | Q3 2023 | 16 |
QUATTRO FINANCIAL ADVISORS LLC | 9 | 1 | 0.01% | 2.91% | 12.66% | Q1 2017 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.39% | 0.62% | 0.99% | Q4 2018 | Q3 2022 | 16 |
Lombard Odier Asset Management (USA) Corp | 6 | 6 | 0.07% | 1.24% | 3.02% | Q2 2022 | Q3 2023 | 16 |
IndexIQ Advisors LLC | 6 | 5 | 0.00% | 0.52% | 2.52% | Q4 2016 | Q1 2022 | 16 |
EATON VANCE MANAGEMENT | 8 | 1 | 0.00% | 0.02% | 0.22% | Q4 2016 | Q3 2022 | 15 |
Investors Research Corp | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Harel Insurance Investments & Financial Services Ltd. | 8 | 7 | 0.00% | 0.06% | 0.20% | Q4 2016 | Q3 2023 | 15 |
Wealthspire Advisors, L.P. | 15 | 15 | 0.01% | 0.03% | 0.07% | Q4 2016 | Q2 2020 | 15 |
Prospera Financial Services Inc | 11 | 2 | 0.00% | 0.06% | 0.18% | Q1 2018 | Q3 2023 | 15 |
Paragon Capital Management Ltd | 9 | 1 | 0.47% | 1.06% | 2.54% | Q1 2017 | Q3 2023 | 15 |
INNEALTA CAPITAL, LLC | 15 | 15 | 2.01% | 3.33% | 5.89% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.04% | Q1 2020 | Q3 2023 | 15 |
CreativeOne Wealth, LLC | 9 | 1 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q2 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.03% | 0.04% | 0.08% | Q1 2020 | Q3 2023 | 15 |
AMERICAN CENTURY COMPANIES INC | 15 | 15 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2020 | 15 |
LEVEL FOUR ADVISORY SERVICES, LLC | 8 | 7 | 0.02% | 0.13% | 0.34% | Q4 2016 | Q1 2022 | 15 |
Rafferty Asset Management, LLC | 15 | 15 | 0.02% | 0.11% | 0.25% | Q1 2017 | Q3 2020 | 15 |
MCMILLION CAPITAL MANAGEMENT INC | 11 | 4 | 0.01% | 0.74% | 1.46% | Q2 2019 | Q2 2023 | 15 |
Palisades Hudson Asset Management, L.P. | 15 | 15 | 2.98% | 3.63% | 4.25% | Q1 2020 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.04% | 0.11% | 0.20% | Q1 2020 | Q3 2023 | 15 |
BELLEVUE ASSET MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Hanson & Doremus Investment Management | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2020 | 15 |
ClearBridge Investments | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2020 | 15 |
FIRST MANHATTAN CO. LLC. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 15 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.01% | 0.19% | 0.55% | Q4 2018 | Q1 2022 | 14 |
Mariner, LLC | 12 | 2 | 0.00% | 0.11% | 0.24% | Q4 2016 | Q3 2023 | 14 |
Plante Moran Financial Advisors, LLC | 11 | 1 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q1 2023 | 14 |
Aureus Asset Management, LLC | 14 | 14 | 0.07% | 0.13% | 0.20% | Q3 2016 | Q4 2019 | 14 |
Parkside Financial Bank & Trust | 14 | 14 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 14 |
WOLVERINE ASSET MANAGEMENT LLC | 10 | 1 | 0.00% | 0.07% | 0.19% | Q4 2016 | Q4 2020 | 14 |
Renaissance Technologies | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q1 2023 | 14 |
Pinnacle Bancorp, Inc. | 13 | 1 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q4 2021 | 14 |
PRINCIPAL FINANCIAL GROUP INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 14 |
World Asset Management Inc | 14 | 14 | 0.24% | 0.84% | 1.64% | Q4 2016 | Q1 2020 | 14 |
TCTC Holdings, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Roble, Belko & Company, Inc | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2020 | 14 |
180 WEALTH ADVISORS, LLC | 14 | 14 | 0.05% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 14 |
Capital Investment Advisors, LLC | 9 | 5 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q4 2023 | 14 |
PERSONAL CFO SOLUTIONS, LLC | 12 | 2 | 0.06% | 0.07% | 0.13% | Q3 2019 | Q3 2023 | 14 |
NISA INVESTMENT ADVISORS, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
First Allied Advisory Services, Inc. | 11 | 3 | 0.01% | 0.05% | 0.21% | Q1 2017 | Q3 2020 | 14 |
HRT FINANCIAL LP | 3 | 1 | 0.00% | 0.25% | 0.87% | Q2 2017 | Q1 2023 | 14 |
Valeo Financial Advisors, LLC | 12 | 2 | 0.00% | 0.02% | 0.10% | Q3 2017 | Q1 2021 | 14 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 9 | 5 | 0.53% | 1.36% | 1.86% | Q4 2016 | Q4 2021 | 14 |
swisspartners Advisors Ltd | 9 | 4 | 0.60% | 0.76% | 1.14% | Q2 2020 | Q3 2023 | 13 |
Trexquant Investment LP | 6 | 1 | 0.01% | 0.04% | 0.13% | Q3 2019 | Q3 2023 | 13 |
Checchi Capital Advisers, LLC | 5 | 1 | 0.03% | 0.26% | 0.72% | Q4 2016 | Q3 2023 | 13 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.02% | 1.14% | 3.98% | Q3 2016 | Q2 2023 | 13 |
Main Management LLC | 8 | 5 | 0.23% | 0.64% | 1.05% | Q3 2017 | Q3 2022 | 13 |
Choate Investment Advisors | 5 | 1 | 0.00% | 0.31% | 2.62% | Q4 2016 | Q1 2022 | 13 |
B. Riley Wealth Advisors, Inc. | 12 | 1 | 0.01% | 0.02% | 0.14% | Q4 2017 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 13 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.14% | 2.32% | 13.02% | Q4 2016 | Q2 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Arlington Partners LLC | 7 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2021 | 13 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
Analyst IMS Investment Management Services Ltd. | 13 | 13 | 0.24% | 0.48% | 0.68% | Q1 2017 | Q1 2020 | 13 |
Cetera Advisor Networks LLC | 4 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 13 |
PROFFITT & GOODSON INC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Nuveen Asset Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q4 2022 | 13 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 7 | 2 | 0.00% | 0.20% | 1.10% | Q4 2016 | Q3 2023 | 13 |
ARS Investment Partners, LLC | 13 | 13 | 0.07% | 0.10% | 0.11% | Q4 2016 | Q4 2019 | 13 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.04% | 0.24% | Q4 2017 | Q3 2022 | 13 |
QVR LLC | 5 | 1 | 0.04% | 0.85% | 2.69% | Q2 2018 | Q4 2019 | 13 |
CKW FINANCIAL GROUP | 13 | 13 | 0.00% | 2.27% | 3.38% | Q4 2016 | Q4 2019 | 13 |
IPG Investment Advisors LLC | 5 | 4 | 0.08% | 0.16% | 0.34% | Q4 2017 | Q3 2023 | 13 |
L. Roy Papp & Associates, LLP | 4 | 1 | 0.03% | 0.03% | 0.07% | Q3 2018 | Q3 2023 | 13 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q1 2023 | 13 |
Ifrah Financial Services, Inc. | 13 | 13 | 0.17% | 0.20% | 0.36% | Q4 2016 | Q4 2019 | 13 |
MONETA GROUP INVESTMENT ADVISORS LLC | 11 | 2 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 13 |
Advisor Group, Inc. | 13 | 13 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q4 2019 | 13 |
CAMG Solamere Management, LLC | 13 | 13 | 0.42% | 0.61% | 0.75% | Q1 2017 | Q1 2020 | 13 |
Donald L. Hagan, LLC | 4 | 3 | 0.25% | 1.51% | 2.49% | Q4 2016 | Q3 2023 | 13 |
Baker Avenue Asset Management, LP | 7 | 5 | 0.00% | 0.52% | 0.76% | Q2 2018 | Q3 2023 | 13 |
BAR HARBOR WEALTH MANAGEMENT | 13 | 13 | 0.05% | 0.15% | 0.24% | Q4 2016 | Q4 2019 | 13 |
Lenox Wealth Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2022 | 13 |
LAKE STREET PRIVATE WEALTH, LLC | 13 | 13 | 0.61% | 0.97% | 1.82% | Q1 2019 | Q1 2022 | 13 |
Rye Brook Capital LLC | 12 | 12 | 3.45% | 8.65% | 14.77% | Q4 2020 | Q3 2023 | 12 |
Highstreet Asset Management Inc. | 11 | 1 | 0.00% | 0.01% | 0.06% | Q4 2016 | Q4 2019 | 12 |
Crabel Capital Management, LLC | 6 | 2 | 0.07% | 0.17% | 0.44% | Q4 2017 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2016 | Q3 2019 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.02% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Kestra Advisory Services, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.02% | 0.09% | Q2 2018 | Q3 2023 | 12 |
WEALTHSOURCE PARTNERS, LLC | 7 | 1 | 0.03% | 0.14% | 0.43% | Q1 2018 | Q3 2023 | 12 |
Phoenix Holdings Ltd. | 12 | 12 | 0.04% | 0.11% | 0.24% | Q4 2020 | Q3 2023 | 12 |
AXA S.A. | 12 | 12 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2019 | 12 |
Shamrock Asset Management LLC | 12 | 12 | 0.01% | 1.05% | 2.95% | Q4 2016 | Q3 2019 | 12 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 12 | 12 | 0.03% | 0.23% | 0.38% | Q2 2017 | Q1 2020 | 12 |
Solstein Capital, LLC | 12 | 12 | 0.06% | 0.54% | 1.46% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Americana Partners, LLC | 6 | 2 | 0.05% | 0.36% | 1.27% | Q4 2019 | Q3 2023 | 12 |
Perkins Coie Trust Co | 10 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2023 | 12 |
Wealthcare Advisory Partners LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 12 |
AVANTAX ADVISORY SERVICES, INC. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 12 |
WEST PACES ADVISORS INC. | 9 | 1 | 0.02% | 0.05% | 0.09% | Q2 2018 | Q3 2023 | 12 |
Mandatum Life Insurance Co Ltd | 12 | 12 | 0.16% | 0.29% | 0.43% | Q4 2016 | Q3 2019 | 12 |
CHOREO, LLC | 11 | 1 | 0.01% | 0.15% | 0.69% | Q4 2016 | Q1 2023 | 12 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 11 | 1 | 0.00% | 0.10% | 0.14% | Q4 2018 | Q3 2022 | 12 |
Innova Wealth Partners | 12 | 12 | 0.28% | 1.40% | 3.10% | Q4 2020 | Q3 2023 | 12 |
SUNTRUST BANKS INC | 12 | 12 | 0.02% | 0.30% | 0.65% | Q4 2016 | Q3 2019 | 12 |
Proficio Capital Partners LLC | 12 | 12 | 0.04% | 0.22% | 2.05% | Q4 2020 | Q3 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2021 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 12 |
PFS INVESTMENTS INC. | 6 | 1 | 0.11% | 0.53% | 1.69% | Q4 2017 | Q2 2023 | 12 |
Beacon Pointe Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Financial Architects, Inc | 6 | 1 | 0.00% | 0.06% | 0.27% | Q4 2016 | Q3 2022 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.03% | 0.08% | 0.18% | Q4 2020 | Q3 2023 | 12 |
CX Institutional | 6 | 2 | 0.00% | 0.40% | 0.83% | Q2 2018 | Q3 2023 | 12 |
Kalos Management, Inc. | 10 | 1 | 0.02% | 0.18% | 0.25% | Q3 2019 | Q1 2023 | 11 |
Sargent Bickham Lagudis LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2021 | 11 |
FOUNDERS FINANCIAL SECURITIES LLC | 7 | 1 | 0.18% | 0.62% | 1.36% | Q4 2018 | Q3 2023 | 11 |
DIMENSION CAPITAL MANAGEMENT LLC | 4 | 1 | 0.13% | 0.24% | 0.56% | Q2 2017 | Q3 2023 | 11 |
Aptus Capital Advisors, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Bank Pictet & Cie (Europe) AG | 8 | 3 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 11 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 10 | 1 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 11 |
Cetera Investment Advisers | 7 | 4 | 0.00% | 0.01% | 0.04% | Q4 2020 | Q3 2023 | 11 |
Moisand Fitzgerald Tamayo, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q1 2020 | 11 |
GP Brinson Investments LLC | 6 | 5 | 0.11% | 0.17% | 0.21% | Q1 2021 | Q4 2023 | 11 |
Horizon Investments, LLC | 7 | 1 | 0.00% | 1.54% | 4.72% | Q4 2018 | Q3 2023 | 11 |
Atria Investments, Inc | 5 | 1 | 0.02% | 0.06% | 0.21% | Q4 2017 | Q3 2023 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 1.80% | 2.01% | 2.22% | Q1 2021 | Q3 2023 | 11 |
Covestor Ltd | 8 | 8 | 0.00% | 0.02% | 0.16% | Q4 2021 | Q3 2023 | 11 |
DRW Securities, LLC | 3 | 1 | 0.01% | 0.31% | 1.71% | Q1 2018 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q3 2023 | 11 |
IEQ CAPITAL, LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2021 | Q3 2023 | 11 |
Argent Trust Co | 11 | 11 | 0.03% | 0.06% | 0.10% | Q1 2021 | Q3 2023 | 11 |
Performa Ltd (US), LLC | 11 | 11 | 1.01% | 1.30% | 1.74% | Q1 2021 | Q3 2023 | 11 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 3 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.03% | 0.26% | 0.67% | Q1 2021 | Q3 2023 | 11 |
Veritable, L.P. | 6 | 1 | 0.01% | 0.03% | 0.08% | Q4 2016 | Q2 2023 | 11 |
MERCER GLOBAL ADVISORS INC /ADV | 11 | 11 | 0.00% | 0.03% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Sowell Financial Services LLC | 7 | 2 | 0.01% | 0.04% | 0.08% | Q4 2018 | Q2 2023 | 11 |
OPPENHEIMER & CO INC | 8 | 1 | 0.01% | 0.05% | 0.10% | Q4 2016 | Q3 2023 | 11 |
Alaska Permanent Fund Corp | 9 | 2 | 0.01% | 0.42% | 1.50% | Q4 2020 | Q3 2023 | 11 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 1 | 0.02% | 0.08% | 0.37% | Q2 2018 | Q2 2023 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 1.06% | 1.18% | 1.32% | Q1 2021 | Q3 2023 | 11 |
Belpointe Asset Management LLC | 4 | 1 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q3 2023 | 11 |
Orion Portfolio Solutions, LLC | 8 | 3 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2022 | 11 |
FAS Wealth Partners, Inc. | 8 | 3 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 11 |
Lee Financial Co | 6 | 1 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 11 |
BOSTON ADVISORS LLC | 11 | 11 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2019 | 11 |
THRIVENT FINANCIAL FOR LUTHERANS | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 11 |
NewEdge Advisors, LLC | 5 | 2 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 11 |
Verde Servicos Internacionais S.A. | 6 | 5 | 2.67% | 4.94% | 7.06% | Q4 2016 | Q3 2019 | 11 |
KCS Wealth Advisory | 11 | 11 | 0.18% | 0.43% | 1.07% | Q4 2017 | Q2 2020 | 11 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
BB&T SECURITIES, LLC | 11 | 11 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2019 | 11 |
FORESTERS ASSET MANAGEMENT INC. | 11 | 11 | 1.30% | 1.60% | 2.38% | Q4 2016 | Q2 2019 | 11 |
Evolution Wealth Advisors, LLC | 9 | 1 | 0.02% | 1.06% | 3.85% | Q1 2019 | Q3 2021 | 10 |
Venture Visionary Partners LLC | 9 | 1 | 0.01% | 0.08% | 0.31% | Q4 2019 | Q2 2022 | 10 |
VAN ECK ASSOCIATES CORP | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2019 | 10 |
St. Louis Trust Co | 10 | 10 | 0.12% | 0.15% | 0.19% | Q4 2017 | Q1 2020 | 10 |
Northeast Financial Consultants Inc | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2019 | Q2 2021 | 10 |
XPONANCE, INC. | 6 | 4 | 1.03% | 2.31% | 3.76% | Q4 2016 | Q4 2019 | 10 |
Fort Sheridan Advisors LLC | 10 | 10 | 0.10% | 0.12% | 0.15% | Q2 2021 | Q3 2023 | 10 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.06% | 0.15% | Q4 2016 | Q3 2023 | 10 |
Hilltop Holdings Inc. | 4 | 2 | 0.12% | 0.55% | 1.04% | Q4 2017 | Q3 2023 | 10 |
3EDGE Asset Management, LP | 6 | 1 | 0.05% | 12.22% | 23.50% | Q4 2017 | Q2 2023 | 10 |
Larson Financial Group LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2019 | 10 |
PINNACLE ASSOCIATES LTD | 10 | 10 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2019 | 10 |
D.A. DAVIDSON & CO. | 3 | 2 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2022 | 10 |
Capital Advisors, Ltd. LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q1 2019 | 10 |
Perella Weinberg Partners Capital Management LP | 6 | 4 | 0.08% | 0.36% | 0.66% | Q1 2018 | Q2 2022 | 10 |
SkyView Investment Advisors, LLC | 6 | 2 | 0.01% | 0.40% | 1.55% | Q4 2020 | Q3 2023 | 10 |
VALLEY NATIONAL ADVISERS INC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 10 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q2 2022 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.29% | 0.48% | 0.74% | Q2 2021 | Q3 2023 | 10 |
Bluefin Trading, LLC | 2 | 1 | 0.00% | 0.12% | 0.48% | Q4 2016 | Q3 2019 | 10 |
USA FINANCIAL FORMULAS | 5 | 1 | 0.00% | 0.05% | 0.07% | Q1 2018 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Qube Research & Technologies Ltd | 4 | 1 | 0.00% | 0.15% | 1.16% | Q4 2019 | Q3 2023 | 10 |
PICTET ASSET MANAGEMENT LTD | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2021 | 10 |
COOPERMAN LEON G | 10 | 10 | 0.02% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 10 |
Disciplined Investments, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q1 2022 | 10 |
Column Capital Advisors, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
Stratos Wealth Partners, LTD. | 8 | 2 | 0.01% | 0.07% | 0.14% | Q4 2016 | Q1 2021 | 10 |
Squar Milner Financial Services LLC | 10 | 10 | 0.18% | 0.33% | 0.66% | Q1 2018 | Q2 2020 | 10 |
Eagle Bay Advisors LLC | 6 | 3 | 0.02% | 0.04% | 0.07% | Q2 2021 | Q3 2023 | 9 |
Pekin Hardy Strauss, Inc. | 6 | 3 | 0.03% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 9 |
MADISON INVESTMENT HOLDINGS INC | 9 | 9 | 0.04% | 0.32% | 0.52% | Q3 2017 | Q3 2019 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 9 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 6 | 1 | 0.18% | 1.29% | 2.36% | Q4 2017 | Q3 2021 | 9 |
Ballew Advisors, Inc | 9 | 9 | 0.27% | 0.30% | 0.41% | Q4 2017 | Q4 2019 | 9 |
VIEWPOINT INVESTMENT PARTNERS CORP | 7 | 1 | 0.04% | 0.53% | 1.15% | Q4 2018 | Q1 2022 | 9 |
IHT Wealth Management, LLC | 7 | 2 | 0.00% | 0.02% | 0.09% | Q4 2016 | Q2 2021 | 9 |
Full Sail Capital, LLC | 9 | 9 | 0.04% | 0.07% | 0.11% | Q1 2019 | Q1 2021 | 9 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 5 | 4 | 0.00% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 9 |
Magnus Financial Group LLC | 9 | 9 | 0.03% | 0.08% | 0.13% | Q2 2020 | Q2 2022 | 9 |
Edgestream Partners, L.P. | 3 | 1 | 0.04% | 0.22% | 0.78% | Q4 2017 | Q1 2022 | 9 |
Arkadios Wealth Advisors | 8 | 1 | 0.00% | 0.03% | 0.24% | Q4 2019 | Q3 2023 | 9 |
VCU Investment Management Co | 9 | 9 | 0.34% | 3.99% | 5.36% | Q1 2018 | Q1 2020 | 9 |
Empirical Finance, LLC | 8 | 1 | 0.08% | 0.36% | 0.47% | Q4 2016 | Q1 2019 | 9 |
Opal Wealth Advisors, LLC | 8 | 1 | 0.10% | 0.49% | 1.05% | Q4 2020 | Q2 2023 | 9 |
Torch Wealth Management LLC | 9 | 9 | 0.50% | 0.76% | 0.92% | Q4 2017 | Q4 2019 | 9 |
MAKENA CAPITAL MANAGEMENT LLC | 5 | 4 | 0.42% | 0.97% | 2.22% | Q3 2017 | Q3 2020 | 9 |
WELCH & FORBES LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q4 2019 | 9 |
Family Firm, Inc. | 9 | 9 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q4 2021 | 9 |
TOMPKINS FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 9 |
FIRST TRUST ADVISORS LP | 9 | 9 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 9 |
Glassman Wealth Services | 8 | 1 | 0.00% | 0.02% | 0.03% | Q1 2020 | Q1 2023 | 9 |
Intellectus Partners, LLC | 8 | 1 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q1 2019 | 9 |
Mount Lucas Management LP | 7 | 2 | 1.57% | 2.29% | 2.46% | Q4 2016 | Q4 2019 | 9 |
TUCKER ASSET MANAGEMENT LLC | 7 | 2 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 9 |
Trek Financial, LLC | 7 | 2 | 0.02% | 0.34% | 1.67% | Q4 2020 | Q3 2023 | 9 |
SIMON QUICK ADVISORS, LLC | 4 | 1 | 0.00% | 0.02% | 0.12% | Q1 2017 | Q1 2020 | 9 |
Equitable Holdings, Inc. | 8 | 1 | 0.01% | 0.11% | 0.20% | Q4 2019 | Q3 2023 | 9 |
Regal Investment Advisors LLC | 7 | 1 | 0.08% | 0.28% | 0.44% | Q4 2016 | Q4 2020 | 9 |
Lattice Strategies LLC | 9 | 9 | 0.21% | 0.38% | 0.51% | Q4 2016 | Q4 2018 | 9 |
PITCAIRN CO | 9 | 9 | 0.03% | 0.05% | 0.06% | Q4 2017 | Q4 2019 | 9 |
Stonehage Fleming Financial Services Holdings Ltd | 7 | 2 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 9 |
Board of Trustees of The Leland Stanford Junior University | 6 | 3 | 6.08% | 10.38% | 15.64% | Q4 2016 | Q3 2023 | 9 |
Foundations Investment Advisors, LLC | 8 | 1 | 0.02% | 0.07% | 0.38% | Q1 2020 | Q2 2022 | 9 |
Country Club Trust Company, n.a. | 8 | 1 | 0.09% | 0.15% | 0.21% | Q1 2017 | Q4 2019 | 9 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 7 | 2 | 0.45% | 1.99% | 5.26% | Q4 2020 | Q3 2023 | 9 |
Anchor Investment Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2023 | 9 |
Tranquilli Financial Advisor LLC | 7 | 2 | 0.22% | 0.88% | 2.88% | Q4 2020 | Q3 2023 | 9 |
MBB PUBLIC MARKETS I LLC | 8 | 8 | 0.02% | 0.33% | 1.02% | Q4 2021 | Q3 2023 | 9 |
BW Gestao de Investimentos Ltda. | 5 | 1 | 0.92% | 1.42% | 2.16% | Q4 2017 | Q4 2022 | 9 |
Capital Bank & Trust Co | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2020 | 9 |
Vectors Research Management, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2020 | 9 |
Ledyard National Bank | 9 | 9 | 0.04% | 0.09% | 0.11% | Q1 2017 | Q1 2019 | 9 |
LYELL WEALTH MANAGEMENT, LP | 8 | 8 | 0.04% | 0.40% | 0.90% | Q4 2020 | Q3 2022 | 8 |
Continuum Advisory, LLC | 6 | 1 | 0.15% | 0.48% | 1.39% | Q1 2018 | Q3 2021 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.20% | 0.21% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.25% | 0.26% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Grove Bank & Trust | 5 | 3 | 0.00% | 0.04% | 0.08% | Q4 2016 | Q2 2023 | 8 |
Private Portfolio Partners LLC | 6 | 2 | 0.07% | 0.59% | 0.90% | Q4 2020 | Q3 2023 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.28% | 0.54% | 0.94% | Q4 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.03% | 0.07% | Q4 2021 | Q3 2023 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.09% | 0.10% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Lenox Wealth Management, Inc. | 6 | 2 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q4 2019 | 8 |
Turim 21 Investimentos Ltda. | 5 | 1 | 0.06% | 2.49% | 17.30% | Q3 2017 | Q3 2021 | 8 |
NTV ASSET MANAGEMENT LLC | 8 | 8 | 0.04% | 0.16% | 0.26% | Q3 2020 | Q2 2022 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.03% | 0.22% | 0.39% | Q4 2021 | Q3 2023 | 8 |
CAXTON ASSOCIATES LP | 3 | 1 | 0.02% | 0.80% | 3.21% | Q2 2018 | Q3 2021 | 8 |
Banco BTG Pactual S.A. | 5 | 1 | 0.06% | 0.59% | 2.14% | Q4 2019 | Q3 2022 | 8 |
Susquehanna International Group Ltd. | 3 | 1 | 0.35% | 2.07% | 4.70% | Q1 2019 | Q1 2023 | 8 |
ProShare Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
Simmons Bank | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2020 | Q4 2021 | 8 |
Rampart Investment Management Company, LLC | 3 | 1 | 0.00% | 0.23% | 0.66% | Q1 2018 | Q3 2020 | 8 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.10% | Q4 2017 | Q2 2022 | 8 |
Sepio Capital, LP | 8 | 8 | 0.09% | 0.22% | 0.28% | Q3 2019 | Q2 2021 | 8 |
Chicago Partners Investment Group LLC | 8 | 8 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2018 | 8 |
Sound Income Strategies, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2020 | 8 |
AFAM CAPITAL, INC. | 8 | 8 | 0.06% | 0.75% | 1.18% | Q3 2016 | Q2 2018 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
HOWE & RUSLING INC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2022 | 8 |
FDx Advisors, Inc. | 4 | 1 | 0.02% | 0.20% | 0.61% | Q4 2016 | Q1 2021 | 8 |
Dynamic Advisor Solutions LLC | 4 | 1 | 0.02% | 0.20% | 0.55% | Q1 2019 | Q3 2023 | 8 |
LifePlan Financial Group, Inc | 7 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 8 |
LIBERTY WEALTH MANAGEMENT LLC | 5 | 3 | 0.01% | 0.06% | 0.12% | Q4 2018 | Q3 2021 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.85% | 0.91% | 1.00% | Q4 2021 | Q3 2023 | 8 |
Realta Investment Advisors | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 8 |
Verition Fund Management LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2022 | 8 |
AGF Investments America Inc. | 6 | 2 | 0.01% | 0.76% | 1.49% | Q4 2016 | Q2 2019 | 8 |
BRINKER CAPITAL INC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2016 | Q3 2018 | 8 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 8 | 8 | 0.14% | 1.19% | 1.48% | Q3 2016 | Q2 2018 | 8 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 8 |
Cypress Capital Group | 8 | 8 | 0.09% | 0.18% | 0.47% | Q4 2021 | Q3 2023 | 8 |
LCNB CORP | 8 | 8 | 0.17% | 0.44% | 0.74% | Q1 2018 | Q4 2019 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Alexandria Capital, LLC | 7 | 1 | 0.00% | 0.40% | 0.54% | Q4 2016 | Q3 2021 | 8 |
BANK HAPOALIM BM | 4 | 4 | 0.00% | 0.26% | 0.53% | Q4 2016 | Q4 2018 | 8 |
South Shore Capital Advisors | 8 | 8 | 0.35% | 0.54% | 0.68% | Q4 2020 | Q3 2022 | 8 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.02% | 0.10% | 0.23% | Q3 2017 | Q3 2023 | 8 |
OneDigital Investment Advisors LLC | 6 | 2 | 0.00% | 0.03% | 0.08% | Q2 2017 | Q3 2023 | 8 |
TUDOR INVESTMENT CORP ET AL | 4 | 1 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q3 2023 | 8 |
Charter Oak Capital Management, LLC | 7 | 1 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 8 |
Covenant Multifamily Offices, LLC | 8 | 8 | 2.20% | 3.32% | 4.88% | Q4 2016 | Q3 2018 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.09% | 0.13% | 0.21% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.04% | 0.12% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Pacifica Partners Inc. | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 8 |
RMB Capital Management, LLC | 4 | 1 | 0.01% | 0.05% | 0.24% | Q1 2018 | Q3 2023 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q4 2020 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.10% | 0.39% | 0.68% | Q1 2022 | Q3 2023 | 7 |
Fiduciary Trust Co International of Pennsylvania | 2 | 1 | 0.12% | 0.19% | 0.26% | Q1 2017 | Q1 2020 | 7 |
Sunbelt Securities, Inc. | 4 | 3 | 0.04% | 0.13% | 0.21% | Q1 2021 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CLEAR STREET MARKETS LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q4 2017 | Q4 2022 | 7 |
Brinker Capital Investments, LLC | 7 | 7 | 0.00% | 0.24% | 0.78% | Q4 2016 | Q2 2018 | 7 |
Cambridge Advisors Inc. | 4 | 1 | 0.07% | 0.09% | 0.10% | Q4 2017 | Q3 2021 | 7 |
Asset Dedication, LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 7 |
Bison Wealth, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 7 |
Karp Capital Management Corp | 5 | 2 | 0.02% | 0.67% | 1.15% | Q4 2018 | Q2 2021 | 7 |
Seneca House Advisors | 7 | 7 | 0.22% | 2.70% | 3.91% | Q4 2017 | Q2 2019 | 7 |
Legacy Capital Wealth Partners, LLC | 7 | 7 | 0.06% | 1.40% | 2.01% | Q1 2022 | Q3 2023 | 7 |
Icon Wealth Partners, LLC | 6 | 1 | 0.03% | 0.06% | 0.12% | Q4 2017 | Q1 2020 | 7 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 7 |
CLEARARC CAPITAL INC | 7 | 7 | 0.03% | 1.06% | 2.07% | Q1 2017 | Q3 2018 | 7 |
Risk Paradigm Group, LLC | 7 | 7 | 0.29% | 1.72% | 2.59% | Q4 2016 | Q2 2018 | 7 |
METROPOLITAN LIFE INSURANCE CO/NY | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q2 2018 | 7 |
Atlas Private Wealth Advisors | 4 | 1 | 0.00% | 0.08% | 0.11% | Q2 2020 | Q4 2022 | 7 |
Truvestments Capital LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q4 2022 | 7 |
Sigma Planning Corp | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 7 |
RWA WEALTH PARTNERS, LLC | 5 | 1 | 0.03% | 0.25% | 0.48% | Q3 2017 | Q3 2023 | 7 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 7 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.10% | 0.11% | 0.13% | Q4 2016 | Q2 2018 | 7 |
DUBUQUE BANK & TRUST CO | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2019 | 7 |
Csenge Advisory Group | 7 | 7 | 0.52% | 0.57% | 0.61% | Q3 2017 | Q1 2019 | 7 |
DUPONT CAPITAL MANAGEMENT CORP | 4 | 3 | 0.05% | 0.34% | 1.05% | Q4 2016 | Q3 2023 | 7 |
CADINHA & CO LLC | 5 | 2 | 0.06% | 2.24% | 3.36% | Q4 2020 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2018 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.42% | 0.44% | 0.45% | Q1 2022 | Q3 2023 | 7 |
Mutual Advisors, LLC | 7 | 7 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q4 2022 | 7 |
Journey Advisory Group, LLC | 7 | 7 | 0.07% | 0.13% | 0.18% | Q4 2020 | Q2 2022 | 7 |
Dakota Wealth Management | 7 | 7 | 0.04% | 0.06% | 0.13% | Q2 2018 | Q4 2019 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CEDAR CAPITAL, LLC | 2 | 1 | 0.10% | 0.67% | 3.20% | Q1 2017 | Q1 2021 | 7 |
Willow Creek Wealth Management Inc. | 7 | 7 | 0.12% | 0.13% | 0.15% | Q2 2018 | Q4 2019 | 7 |
ICICI Prudential Asset Management Co Ltd | 7 | 7 | 0.56% | 0.73% | 0.88% | Q1 2022 | Q3 2023 | 7 |
Virtu Financial LLC | 3 | 1 | 0.01% | 0.06% | 0.13% | Q4 2016 | Q2 2019 | 7 |
Capital Advisory Group Advisory Services, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 7 |
KB FINANCIAL PARTNERS, LLC | 5 | 2 | 0.00% | 0.65% | 1.09% | Q1 2021 | Q3 2023 | 7 |
Tradewinds Capital Management, LLC | 4 | 1 | 0.00% | 0.77% | 5.11% | Q3 2017 | Q3 2023 | 7 |
Korea Investment CORP | 7 | 7 | 0.08% | 0.11% | 0.17% | Q4 2016 | Q2 2018 | 7 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 1 | 0.02% | 0.10% | 0.15% | Q4 2019 | Q3 2023 | 7 |
AE Wealth Management LLC | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2019 | 7 |
Angeles Investment Advisors, LLC | 2 | 1 | 0.83% | 11.41% | 37.44% | Q4 2018 | Q3 2023 | 7 |
WESTWOOD HOLDINGS GROUP INC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q2 2017 | Q4 2018 | 7 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 4 | 1 | 0.04% | 1.55% | 2.63% | Q3 2017 | Q4 2021 | 7 |
UBP Investment Advisors SA | 4 | 3 | 0.42% | 0.48% | 0.58% | Q4 2017 | Q2 2021 | 7 |
HM PAYSON & CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
LAZARD ASSET MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q1 2022 | 7 |
Weiss Asset Management LP | 6 | 6 | 0.03% | 0.67% | 1.33% | Q4 2021 | Q1 2023 | 7 |
Summit Trail Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q1 2022 | 6 |
Zions Bancorporation, N.A. | 4 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 6 |
Financial Management Professionals, Inc. | 2 | 1 | 0.04% | 2.94% | 4.27% | Q4 2016 | Q4 2021 | 6 |
NAVELLIER & ASSOCIATES INC | 3 | 1 | 0.19% | 0.30% | 0.50% | Q2 2017 | Q3 2023 | 6 |
Private Capital Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q2 2019 | 6 |
Venturi Wealth Management, LLC | 3 | 1 | 0.04% | 0.25% | 0.80% | Q4 2017 | Q3 2023 | 6 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.03% | 0.06% | 0.08% | Q3 2017 | Q3 2023 | 6 |
Hilton Capital Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2019 | 6 |
LVW Advisors, LLC | 6 | 6 | 0.68% | 0.88% | 0.98% | Q4 2017 | Q1 2019 | 6 |
TOWNSQUARE CAPITAL LLC | 6 | 6 | 0.10% | 0.38% | 0.56% | Q2 2020 | Q3 2021 | 6 |
TPG Financial Advisors, LLC | 6 | 6 | 0.51% | 0.64% | 1.01% | Q4 2018 | Q1 2020 | 6 |
Executive Wealth Management, LLC | 2 | 1 | 0.00% | 0.36% | 0.66% | Q2 2019 | Q3 2023 | 6 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.03% | 0.22% | 0.40% | Q1 2017 | Q2 2023 | 6 |
Hodges Capital Management Inc. | 6 | 6 | 0.04% | 0.06% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Johnson Financial Group, Inc. | 4 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2021 | 6 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2021 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 6 |
HMS Capital Management, LLC | 6 | 6 | 0.14% | 0.18% | 0.24% | Q1 2018 | Q2 2019 | 6 |
JANUS HENDERSON GROUP PLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2019 | 6 |
FIRST HAWAIIAN BANK | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2021 | 6 |
FIDUCIARY TRUST CO | 4 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 6 |
SevenBridge Financial Group, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q2 2018 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 3 | 1 | 0.09% | 0.78% | 3.54% | Q4 2017 | Q4 2020 | 6 |
Black Maple Capital Management LP | 4 | 1 | 0.14% | 0.61% | 1.13% | Q3 2021 | Q3 2023 | 6 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 6 | 6 | 2.98% | 4.24% | 4.89% | Q2 2017 | Q3 2018 | 6 |
LGL PARTNERS, LLC | 4 | 1 | 0.10% | 0.12% | 0.14% | Q2 2017 | Q4 2020 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Round Table Services, LLC | 6 | 6 | 0.08% | 1.88% | 3.02% | Q4 2017 | Q1 2019 | 6 |
Price Wealth, LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 6 |
Fiera Capital Corp | 5 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2020 | 6 |
SVB WEALTH LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 6 |
Miracle Mile Advisors, LLC | 2 | 1 | 0.01% | 0.14% | 0.76% | Q2 2020 | Q3 2023 | 6 |
INTEGRAL DERIVATIVES, LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2016 | Q1 2018 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Tamar Securities, LLC | 4 | 1 | 0.87% | 0.98% | 1.09% | Q2 2020 | Q3 2022 | 6 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.02% | 0.12% | 0.30% | Q3 2021 | Q3 2023 | 6 |
AGF Investments LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 6 |
Financial Gravity Asset Management, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q4 2020 | 6 |
CCM INVESTMENT ADVISERS LLC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q4 2016 | Q1 2018 | 6 |
Avestar Capital, LLC | 6 | 6 | 0.07% | 0.53% | 1.18% | Q1 2018 | Q2 2019 | 6 |
AXS Investments LLC | 6 | 6 | 0.00% | 0.12% | 0.23% | Q2 2022 | Q3 2023 | 6 |
Capital Asset Advisory Services LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 6 |
Elmwood Wealth Management, Inc. | 2 | 1 | 0.04% | 0.34% | 1.52% | Q4 2019 | Q4 2021 | 6 |
MEEDER ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2022 | 6 |
MEITAV INVESTMENT HOUSE LTD | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 5 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 6 |
Neuberger Berman Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 6 |
Bellecapital International Ltd. | 6 | 6 | 0.29% | 0.97% | 1.96% | Q4 2016 | Q1 2018 | 6 |
Cordasco Financial Network | 5 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2021 | 6 |
Evercore Wealth Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2021 | 6 |
Prime Capital Investment Advisors, LLC | 4 | 2 | 0.13% | 0.33% | 0.52% | Q4 2017 | Q3 2023 | 6 |
Barrett Asset Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2020 | 6 |
Hudock, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Financial Advocates Investment Management | 4 | 1 | 0.02% | 0.05% | 0.15% | Q4 2019 | Q4 2022 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.35% | 0.41% | 0.54% | Q2 2022 | Q3 2023 | 6 |
STUYVESANT CAPITAL MANAGEMENT | 6 | 6 | 2.35% | 2.53% | 2.80% | Q3 2017 | Q4 2018 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
VERITY Wealth Advisors | 6 | 6 | 0.19% | 0.21% | 0.22% | Q4 2020 | Q1 2022 | 6 |
Global Trust Asset Management, LLC | 5 | 1 | 0.10% | 0.12% | 0.19% | Q4 2017 | Q4 2019 | 6 |
GRATRY & Co LLC | 6 | 6 | 0.31% | 2.46% | 3.12% | Q4 2016 | Q1 2018 | 6 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 6 | 6 | 3.47% | 3.97% | 4.44% | Q2 2017 | Q3 2018 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q1 2021 | 6 |
TIEDEMANN ADVISORS, LLC | 3 | 1 | 0.01% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 6 |
Cougar Global Investments Ltd | 6 | 6 | 0.01% | 3.36% | 5.14% | Q2 2017 | Q3 2018 | 6 |
FCA CORP /TX | 6 | 6 | 0.51% | 0.57% | 0.64% | Q1 2018 | Q2 2019 | 6 |
Van Hulzen Asset Management, LLC | 5 | 5 | 0.31% | 0.45% | 0.60% | Q4 2019 | Q4 2020 | 5 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q2 2018 | 5 |
KENFARB & CO. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q1 2023 | 5 |
Georgetown University | 5 | 5 | 18.74% | 26.77% | 34.75% | Q3 2019 | Q3 2020 | 5 |
Prisma Capital Partners LP | 3 | 2 | 0.53% | 0.97% | 1.37% | Q2 2017 | Q3 2018 | 5 |
STARR INTERNATIONAL CO INC | 5 | 5 | 1.96% | 2.44% | 3.25% | Q1 2019 | Q1 2020 | 5 |
Bogart Wealth, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2021 | 5 |
Weatherstone Capital Management | 3 | 1 | 0.16% | 0.22% | 0.30% | Q4 2016 | Q3 2018 | 5 |
Tyler-Stone Wealth Management | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
ALLSTATE CORP | 5 | 5 | 0.01% | 0.13% | 0.51% | Q2 2022 | Q2 2023 | 5 |
BREMER TRUST NATIONAL ASSOCIATION | 5 | 5 | 0.08% | 0.09% | 0.10% | Q4 2016 | Q4 2017 | 5 |
Hudson Bay Capital Management LP | 3 | 2 | 0.03% | 0.60% | 1.28% | Q4 2018 | Q3 2023 | 5 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 2 | 0.34% | 1.12% | 1.79% | Q1 2018 | Q3 2023 | 5 |
CIDEL ASSET MANAGEMENT INC | 4 | 1 | 0.04% | 0.05% | 0.07% | Q3 2019 | Q3 2023 | 5 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.21% | 0.58% | 0.85% | Q4 2018 | Q2 2020 | 5 |
Moors & Cabot, Inc. | 3 | 2 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q1 2021 | 5 |
Virtus Investment Advisers, Inc. | 5 | 5 | 0.33% | 0.34% | 0.35% | Q4 2016 | Q4 2017 | 5 |
CENTRAL TRUST Co | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 5 |
Weaver Consulting Group | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 5 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 5 |
Liberty Capital Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.00% | 0.02% | 0.10% | Q4 2016 | Q4 2017 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q3 2022 | Q3 2023 | 5 |
NATIXIS | 3 | 2 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q2 2019 | 5 |
Fernwood Investment Management, LLC | 5 | 5 | 0.08% | 0.08% | 0.09% | Q1 2021 | Q1 2022 | 5 |
PHILADELPHIA TRUST CO | 5 | 5 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q1 2023 | 5 |
WASHINGTON TRUST BANK | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
MYCIO WEALTH PARTNERS, LLC | 3 | 2 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q4 2019 | 5 |
Professional Financial Advisors, LLC | 4 | 1 | 0.00% | 0.15% | 0.27% | Q4 2019 | Q3 2021 | 5 |
Lido Advisors, LLC | 4 | 1 | 0.01% | 0.03% | 0.10% | Q4 2016 | Q4 2019 | 5 |
Pinnacle Wealth Management Advisory Group, LLC | 3 | 2 | 0.11% | 0.12% | 0.14% | Q4 2017 | Q2 2019 | 5 |
Private Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.13% | 0.18% | Q4 2018 | Q2 2022 | 5 |
CenterStar Asset Management, LLC | 2 | 1 | 0.00% | 0.24% | 0.73% | Q3 2018 | Q3 2019 | 5 |
VIRIDIAN RIA, LLC | 3 | 2 | 0.09% | 0.11% | 0.12% | Q4 2020 | Q1 2022 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 3 | 2 | 0.05% | 0.12% | 0.17% | Q3 2019 | Q3 2023 | 5 |
CAMBRIDGE TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 5 |
Clearshares LLC | 5 | 5 | 1.04% | 1.26% | 1.58% | Q4 2017 | Q4 2018 | 5 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 2 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 5 |
First PREMIER Bank | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q4 2018 | 5 |
Capula Management Ltd | 3 | 1 | 0.02% | 0.19% | 0.39% | Q2 2020 | Q3 2023 | 5 |
VALLEY WEALTH MANAGERS, INC. | 5 | 5 | 0.03% | 0.07% | 0.11% | Q1 2019 | Q1 2020 | 5 |
Financial Engines Advisors L.L.C. | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 5 |
Wagner Wealth Management, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2022 | 5 |
Assured Investment Management LLC | 4 | 1 | 0.17% | 0.72% | 1.08% | Q1 2017 | Q4 2018 | 5 |
Aspire Private Capital, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Focused Wealth Management, Inc | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 5 |
Fusion Family Wealth LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 5 |
Olympiad Research LP | 5 | 5 | 0.16% | 0.79% | 2.15% | Q1 2021 | Q1 2022 | 5 |
Humankind Investments LLC | 5 | 5 | 1.72% | 2.55% | 4.40% | Q4 2020 | Q4 2021 | 5 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.12% | 0.22% | 0.31% | Q4 2020 | Q3 2023 | 5 |
COOKSON PEIRCE & CO INC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q1 2021 | 5 |
PEAK6 Group LLC | 3 | 3 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q4 2017 | 5 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Polaris Wealth Advisory Group, LLC | 5 | 5 | 0.18% | 0.20% | 0.24% | Q3 2022 | Q3 2023 | 5 |
ROCKEFELLER FINANCIAL SERVICES INC | 5 | 5 | 0.01% | 0.05% | 0.18% | Q4 2016 | Q4 2017 | 5 |
Live Your Vision, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2018 | 5 |
Exchange Capital Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Edmonds Duncan Registered Investment Advisors, LLC | 5 | 5 | 0.11% | 0.12% | 0.14% | Q4 2018 | Q4 2019 | 5 |
Capricorn Fund Managers Ltd | 3 | 2 | 5.17% | 6.02% | 8.30% | Q4 2021 | Q1 2023 | 5 |
Brookstone Capital Management | 2 | 1 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 5 |
AMERICAN NATIONAL BANK | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
MURPHY CAPITAL MANAGEMENT INC | 5 | 5 | 0.14% | 0.29% | 0.41% | Q1 2018 | Q1 2019 | 5 |
REGENTATLANTIC CAPITAL LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2022 | 5 |
Windsor Creek Advisors, LLC | 5 | 5 | 0.18% | 0.42% | 0.52% | Q4 2020 | Q4 2021 | 5 |
MAI Capital Management | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Eudaimonia Partners, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q1 2021 | 5 |
EHP Funds Inc. | 5 | 5 | 0.14% | 0.50% | 0.94% | Q3 2022 | Q3 2023 | 5 |
Avion Wealth | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 5 |
NorthCoast Asset Management LLC | 5 | 5 | 0.06% | 0.28% | 0.50% | Q3 2020 | Q3 2021 | 5 |
Wunderlich Capital Managemnt | 4 | 4 | 0.18% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
NWAM LLC | 3 | 1 | 0.02% | 0.15% | 0.41% | Q4 2021 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.00% | 0.15% | 0.31% | Q4 2017 | Q3 2018 | 4 |
Private Advisory Group LLC | 4 | 4 | 0.35% | 0.41% | 0.47% | Q2 2018 | Q1 2019 | 4 |
Clark Capital Management Group, Inc. | 2 | 1 | 0.04% | 0.08% | 0.13% | Q4 2016 | Q2 2018 | 4 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 4 |
Patten Group, Inc. | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Valence8 US LP | 4 | 4 | 3.90% | 6.34% | 7.86% | Q4 2022 | Q3 2023 | 4 |
Arete Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.05% | 0.08% | Q2 2018 | Q1 2023 | 4 |
MARVIN & PALMER ASSOCIATES INC | 2 | 2 | 0.81% | 1.86% | 4.60% | Q4 2020 | Q3 2023 | 4 |
ROPES WEALTH ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q3 2019 | 4 |
AVAII WEALTH MANAGEMENT, LLC | 2 | 2 | 0.24% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 4 |
Manifold Partners, LLC | 4 | 4 | 4.99% | 7.62% | 9.37% | Q4 2017 | Q3 2018 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
EQUITABLE TRUST CO | 4 | 4 | 0.06% | 0.12% | 0.27% | Q4 2021 | Q3 2022 | 4 |
CONGRESS ASSET MANAGEMENT CO /MA | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q2 2017 | 4 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 2 | 1 | 0.01% | 0.10% | 0.20% | Q3 2017 | Q1 2021 | 4 |
HARBOUR INVESTMENTS, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q1 2020 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.07% | 0.18% | Q4 2021 | Q1 2023 | 4 |
Perigon Wealth Management, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q4 2020 | Q3 2023 | 4 |
OAK HARBOR WEALTH PARTNERS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Avidian Wealth Solutions, LLC | 3 | 1 | 0.03% | 1.49% | 2.37% | Q3 2019 | Q4 2022 | 4 |
Sunesis Advisors, LLC | 4 | 4 | 1.11% | 1.15% | 1.20% | Q1 2022 | Q4 2022 | 4 |
Weil Company, Inc. | 4 | 4 | 0.46% | 0.52% | 0.61% | Q4 2022 | Q3 2023 | 4 |
K2 PRINCIPAL FUND, L.P. | 3 | 3 | 0.06% | 0.24% | 0.36% | Q4 2020 | Q2 2021 | 4 |
Commonwealth Equity Services, Inc | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 4 |
Glovista Investments LLC | 4 | 4 | 0.60% | 0.79% | 0.90% | Q4 2016 | Q3 2017 | 4 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.03% | 0.08% | Q3 2019 | Q3 2021 | 4 |
4Thought Financial Group Inc. | 4 | 4 | 0.02% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 2 | 2 | 0.04% | 0.07% | 0.11% | Q1 2018 | Q1 2021 | 4 |
Columbus Macro, LLC | 2 | 1 | 0.16% | 0.41% | 0.88% | Q1 2018 | Q1 2021 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
Oasis Management Co Ltd. | 2 | 2 | 0.03% | 3.92% | 7.84% | Q2 2020 | Q3 2021 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.10% | 1.28% | 2.12% | Q4 2022 | Q3 2023 | 4 |
XL Group Investments Ltd | 4 | 4 | 4.50% | 5.69% | 6.96% | Q4 2016 | Q3 2017 | 4 |
Glaxis Capital Management, LLC | 2 | 1 | 1.05% | 3.54% | 7.03% | Q3 2019 | Q2 2023 | 4 |
Integris Wealth Management, LLC | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Alaska Wealth Advisors | 3 | 1 | 0.00% | 0.20% | 0.80% | Q1 2022 | Q3 2023 | 4 |
Permanens Capital L.P. | 3 | 1 | 0.00% | 5.78% | 10.82% | Q2 2019 | Q3 2023 | 4 |
CASTLEARK MANAGEMENT LLC | 4 | 4 | 0.62% | 0.96% | 1.28% | Q4 2022 | Q3 2023 | 4 |
Winfield Associates, Inc. | 4 | 4 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q4 2021 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
WMS Partners, LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 4 |
Homrich & Berg | 4 | 4 | 0.01% | 0.04% | 0.10% | Q1 2018 | Q4 2018 | 4 |
Parisi Gray Wealth Management | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2019 | 4 |
Danda Trouve Investment Management, Inc. | 4 | 4 | 0.01% | 0.33% | 1.28% | Q3 2020 | Q2 2021 | 4 |
Miller Investment Management, LP | 4 | 4 | 3.84% | 3.90% | 3.98% | Q4 2022 | Q3 2023 | 4 |
LFA - Lugano Financial Advisors SA | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 4 |
NATIONAL PLANNING CORP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
REBALANCE, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
BARING ASSET MANAGEMENT Ltd | 4 | 4 | 0.09% | 0.17% | 0.26% | Q4 2016 | Q3 2017 | 4 |
Kingfisher Capital LLC | 4 | 4 | 1.20% | 1.28% | 1.35% | Q4 2022 | Q3 2023 | 4 |
Claraphi Advisory Network, LLC | 3 | 1 | 0.00% | 0.21% | 0.34% | Q4 2017 | Q3 2019 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Raab & Moskowitz Asset Management LLC | 2 | 1 | 0.00% | 0.12% | 0.37% | Q3 2018 | Q3 2023 | 4 |
MONTAG A & ASSOCIATES INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 4 |
Perennial Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2021 | 4 |
Maven Securities LTD | 2 | 1 | 0.01% | 0.04% | 0.13% | Q4 2020 | Q3 2022 | 4 |
MGO ONE SEVEN LLC | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q3 2023 | 4 |
Arrow Investment Advisors, LLC | 2 | 1 | 4.65% | 5.40% | 6.10% | Q4 2016 | Q4 2019 | 4 |
GM Advisory Group, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2017 | Q3 2018 | 4 |
UMB Bank, n.a. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
TRUE Private Wealth Advisors | 4 | 4 | 0.02% | 2.93% | 4.24% | Q4 2017 | Q3 2018 | 4 |
Cedar Brook Financial Partners, LLC | 3 | 1 | 0.09% | 0.11% | 0.13% | Q4 2018 | Q4 2019 | 4 |
Integrated Advisors Network LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 4 |
Krilogy Financial LLC | 2 | 1 | 0.00% | 0.31% | 1.23% | Q4 2016 | Q1 2020 | 4 |
THOMPSON DAVIS & CO., INC. | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2016 | Q3 2017 | 4 |
Herr Investment Group LLC | 2 | 1 | 0.21% | 3.81% | 8.89% | Q4 2022 | Q3 2023 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Altavista Wealth Management, Inc. | 4 | 4 | 0.15% | 0.20% | 0.24% | Q3 2016 | Q2 2017 | 4 |
Horan Securities, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 4 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2021 | 4 |
Paloma Partners Management Co | 2 | 1 | 0.01% | 0.02% | 0.05% | Q4 2016 | Q4 2019 | 4 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 4 | 4 | 0.26% | 0.63% | 1.02% | Q4 2020 | Q3 2021 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 0.54% | 0.68% | 0.91% | Q4 2022 | Q3 2023 | 4 |
CAROLINAS WEALTH CONSULTING LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Rex Capital Advisors, LLC | 4 | 4 | 1.15% | 1.31% | 1.65% | Q4 2017 | Q3 2018 | 4 |
Western Wealth Management, LLC | 2 | 2 | 0.03% | 0.05% | 0.08% | Q4 2018 | Q2 2021 | 4 |
Acorn Advisory Capital L.P. | 4 | 4 | 0.40% | 0.62% | 1.20% | Q4 2017 | Q3 2018 | 4 |
ETF MANAGERS GROUP, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2019 | 4 |
Versant Capital Management, Inc | 3 | 1 | 0.00% | 0.03% | 0.04% | Q4 2015 | Q1 2019 | 4 |
Ameritas Advisory Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.45% | 0.52% | 0.58% | Q4 2022 | Q3 2023 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 4 |
BOKF, NA | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q1 2021 | 4 |
Cardan Capital Partners, LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q1 2020 | Q1 2021 | 4 |
Hirtle Callaghan & Co LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q2 2019 | Q1 2020 | 4 |
TD Capital Management LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2019 | 4 |
MA Private Wealth | 4 | 4 | 0.58% | 0.74% | 1.08% | Q4 2018 | Q3 2019 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.09% | 1.41% | 5.22% | Q4 2022 | Q3 2023 | 4 |
Aperture Investors, LLC | 4 | 4 | 0.35% | 0.56% | 0.79% | Q1 2021 | Q4 2021 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.08% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.03% | 0.05% | 0.12% | Q4 2018 | Q3 2023 | 4 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q1 2019 | 4 |
Darwin Wealth Management, LLC | 4 | 4 | 0.37% | 0.56% | 0.81% | Q1 2017 | Q4 2017 | 4 |
PEAK6 Investments LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2021 | Q3 2021 | 3 |
Truepoint, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q2 2020 | 3 |
Bricktown Capital, LLC | 3 | 3 | 0.08% | 0.31% | 0.72% | Q1 2023 | Q3 2023 | 3 |
Berkeley Capital Partners, LLC | 3 | 3 | 2.38% | 2.55% | 2.71% | Q4 2020 | Q2 2021 | 3 |
Keebeck Wealth Management, LLC | 3 | 3 | 0.02% | 0.25% | 0.37% | Q4 2019 | Q2 2020 | 3 |
Hefty Wealth Partners | 2 | 1 | 0.00% | 0.37% | 0.56% | Q2 2017 | Q1 2018 | 3 |
Ausdal Financial Partners, Inc. | 2 | 1 | 0.22% | 0.33% | 0.43% | Q4 2017 | Q3 2018 | 3 |
West Financial Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Brown Advisory Securities, LLC | 3 | 3 | 0.06% | 0.15% | 0.20% | Q1 2018 | Q3 2018 | 3 |
Deane Retirement Strategies, Inc. | 2 | 1 | 0.98% | 1.63% | 2.02% | Q4 2020 | Q4 2022 | 3 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q4 2022 | 3 |
Regency Capital Management Inc.\DE | 3 | 3 | 0.07% | 1.25% | 2.02% | Q1 2021 | Q3 2021 | 3 |
Kemnay Advisory Services Inc. | 3 | 3 | 6.14% | 6.68% | 7.34% | Q4 2020 | Q2 2021 | 3 |
PICTON MAHONEY ASSET MANAGEMENT | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Conrad N. Hilton Foundation | 3 | 3 | 8.50% | 9.47% | 10.68% | Q4 2017 | Q2 2018 | 3 |
Omnia Family Wealth, LLC | 2 | 1 | 0.00% | 0.95% | 2.86% | Q4 2018 | Q3 2023 | 3 |
Canton Hathaway, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Greenwich Wealth Management LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q1 2019 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 1.07% | 1.09% | 1.10% | Q1 2022 | Q3 2022 | 3 |
NovaPoint Capital, LLC | 2 | 1 | 0.12% | 0.14% | 0.16% | Q4 2019 | Q4 2020 | 3 |
Apriem Advisors | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2018 | 3 |
Destination Wealth Management | 3 | 3 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2018 | 3 |
Providence First Trust Co | 3 | 3 | 1.10% | 1.33% | 1.51% | Q4 2019 | Q2 2020 | 3 |
MBL Wealth, LLC | 2 | 1 | 0.21% | 0.49% | 0.64% | Q4 2020 | Q3 2023 | 3 |
Bruderman Asset Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 3 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 3 | 3 | 0.01% | 0.04% | 0.07% | Q1 2018 | Q3 2018 | 3 |
Catamount Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2019 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 3 |
Ellevest, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 3 |
F3Logic, LLC | 3 | 3 | 0.07% | 0.13% | 0.17% | Q4 2018 | Q2 2019 | 3 |
tru Independence LLC | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2019 | Q2 2021 | 3 |
FDO Partners, LLC | 3 | 3 | 0.37% | 2.23% | 4.71% | Q2 2017 | Q4 2017 | 3 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2018 | Q3 2018 | 3 |
MILLER VALUE PARTNERS, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q2 2018 | 3 |
OLD NATIONAL BANCORP /IN/ | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 3 |
Clearstead Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Avantax Planning Partners, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
JGP Wealth Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.01% | 0.14% | 0.24% | Q1 2021 | Q3 2022 | 3 |
Aevitas Wealth Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
TRUEWEALTH LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q1 2019 | 3 |
INVESTMENT HOUSE LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q4 2019 | 3 |
Avior Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Haverford Trust Co | 3 | 3 | 0.04% | 0.04% | 0.05% | Q3 2017 | Q1 2018 | 3 |
Virtu KCG Holdings LLC | 3 | 3 | 0.01% | 0.05% | 0.11% | Q4 2016 | Q2 2017 | 3 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Man Group plc | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q1 2021 | 3 |
Graham Capital Management, L.P. | 2 | 2 | 0.07% | 0.19% | 0.40% | Q1 2017 | Q2 2017 | 3 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.02% | 0.06% | 0.08% | Q2 2018 | Q2 2023 | 3 |
Black Swift Group, LLC | 2 | 1 | 0.44% | 0.84% | 1.38% | Q3 2018 | Q3 2021 | 3 |
WealthTrust-Arizona, LLC | 3 | 3 | 0.00% | 0.11% | 0.17% | Q4 2017 | Q2 2018 | 3 |
H&H Retirement Design & Management INC | 3 | 3 | 0.28% | 0.31% | 0.33% | Q2 2022 | Q4 2022 | 3 |
Biltmore Family Office, LLC | 2 | 1 | 0.00% | 0.03% | 0.09% | Q4 2019 | Q4 2021 | 3 |
Trilogy Capital Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
WEXFORD CAPITAL LP | 1 | 1 | 0.04% | 0.26% | 0.60% | Q1 2018 | Q2 2022 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q2 2018 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Washington Trust Advisors, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Close Asset Management Ltd | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
RFG Advisory, LLC | 1 | 1 | 0.03% | 0.08% | 0.12% | Q1 2018 | Q3 2023 | 3 |
SOLARIS ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2017 | 3 |
Vident Investment Advisory, LLC | 2 | 1 | 0.01% | 0.03% | 0.07% | Q2 2020 | Q2 2023 | 3 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 3 |
PINNACLE FINANCIAL PARTNERS INC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2017 | 3 |
WBH ADVISORY INC | 3 | 3 | 0.03% | 0.13% | 0.28% | Q3 2021 | Q1 2022 | 3 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q2 2021 | 3 |
PRELUDE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q4 2020 | 3 |
IFG Advisory, LLC | 2 | 1 | 1.08% | 1.20% | 1.42% | Q1 2018 | Q1 2019 | 3 |
New Republic Capital, LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q2 2023 | 3 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.35% | 0.48% | 0.57% | Q3 2018 | Q2 2023 | 3 |
WESCAP Management Group, Inc. | 3 | 3 | 1.20% | 1.24% | 1.27% | Q1 2023 | Q3 2023 | 3 |
REDMONT WEALTH ADVISORS LLC | 3 | 3 | 0.64% | 0.67% | 0.72% | Q1 2023 | Q3 2023 | 3 |
DELTEC ASSET MANAGEMENT LLC | 2 | 1 | 0.10% | 0.81% | 1.50% | Q1 2021 | Q2 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.10% | 0.24% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Sage Advisory Services, Ltd.Co. | 3 | 3 | 2.12% | 2.82% | 3.30% | Q4 2017 | Q2 2018 | 3 |
Sageworth Trust Co | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2016 | Q2 2017 | 3 |
Activest Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
HANSEATIC MANAGEMENT SERVICES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
Aveo Capital Partners, LLC | 1 | 1 | 0.08% | 0.09% | 0.11% | Q4 2016 | Q3 2023 | 3 |
IAG Wealth Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 1 | 0.12% | 0.16% | 0.25% | Q4 2021 | Q1 2023 | 3 |
STEPHENS INC /AR/ | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2018 | 3 |
Pathway Financial Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
SG3 Management, LLC | 2 | 2 | 0.06% | 0.45% | 0.75% | Q1 2020 | Q2 2020 | 3 |
Atom Investors LP | 2 | 1 | 0.05% | 0.43% | 1.12% | Q4 2018 | Q4 2021 | 3 |
Dorsey Wright & Associates | 2 | 1 | 0.77% | 1.21% | 1.98% | Q4 2016 | Q1 2018 | 3 |
CVA Family Office, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Stadion Money Management, LLC | 1 | 1 | 0.91% | 1.03% | 1.15% | Q1 2019 | Q4 2020 | 3 |
Lumature Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.08% | 0.29% | 0.62% | Q4 2016 | Q4 2016 | 3 |
J.W. COLE ADVISORS, INC. | 2 | 1 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 3 |
Shay Capital LLC | 1 | 1 | 0.00% | 0.06% | 0.10% | Q1 2022 | Q2 2023 | 3 |
AlphaCore Capital LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 3 |
Fortis Group Advisors, LLC | 2 | 1 | 0.00% | 0.93% | 2.80% | Q3 2020 | Q3 2023 | 3 |
OXFORD ASSET MANAGEMENT LLP | 3 | 3 | 0.07% | 0.09% | 0.13% | Q1 2017 | Q3 2017 | 3 |
Donoghue Forlines LLC | 3 | 3 | 1.00% | 1.35% | 1.60% | Q4 2017 | Q2 2018 | 3 |
Worth Asset Management, LLC | 3 | 3 | 0.23% | 0.79% | 1.19% | Q1 2023 | Q3 2023 | 3 |
Onyx Bridge Wealth Group LLC | 3 | 3 | 1.86% | 1.99% | 2.16% | Q2 2022 | Q4 2022 | 3 |
Sterling Financial Planning, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.08% | 0.22% | Q2 2023 | Q3 2023 | 3 |
TWO SIGMA ADVISERS, LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
FARR MILLER & WASHINGTON LLC/DC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q3 2021 | 3 |
WFG Advisors, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q2 2017 | 3 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 3 | 3 | 4.36% | 4.44% | 4.52% | Q1 2023 | Q3 2023 | 3 |
Gruss & Co., LLC | 2 | 1 | 0.88% | 2.96% | 6.75% | Q1 2018 | Q2 2023 | 3 |
LOOMIS SAYLES & CO L P | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2023 | 3 |
PDT Partners, LLC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q4 2016 | Q2 2017 | 3 |
Peregrine Asset Advisers, Inc. | 3 | 3 | 0.17% | 1.44% | 2.42% | Q3 2021 | Q1 2022 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Ackerman Capital Advisors, LLC | 2 | 1 | 2.48% | 2.54% | 2.57% | Q2 2017 | Q1 2018 | 3 |
InterOcean Capital, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q2 2018 | 3 |
BTG Pactual Global Asset Management Ltd | 1 | 1 | 0.07% | 0.32% | 0.60% | Q3 2021 | Q3 2021 | 3 |
Jaffetilchin Investment Partners, LLC | 2 | 1 | 0.02% | 0.11% | 0.15% | Q1 2019 | Q1 2021 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.00% | 0.31% | 0.58% | Q1 2023 | Q3 2023 | 3 |
Vantage Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
55I, LLC | 2 | 1 | 0.01% | 0.34% | 0.53% | Q3 2019 | Q3 2021 | 3 |
Main Street Financial Solutions, LLC | 3 | 3 | 0.04% | 0.06% | 0.06% | Q4 2021 | Q2 2022 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.75% | 0.82% | 0.90% | Q1 2023 | Q3 2023 | 3 |
Carnegie Capital Asset Management, LLC | 3 | 3 | 0.11% | 0.12% | 0.14% | Q1 2023 | Q3 2023 | 3 |
FIDUCIARY TRUST INTERNATIONAL LLC | 2 | 1 | 0.00% | 0.10% | 0.16% | Q4 2016 | Q4 2018 | 3 |
First Capital Advisors Group, LLC. | 2 | 1 | 0.02% | 0.30% | 0.46% | Q1 2018 | Q4 2022 | 3 |
OPTIMUM INVESTMENT ADVISORS | 2 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2022 | 3 |
Peak Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Kovack Advisors, Inc. | 3 | 3 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q1 2020 | 3 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.24% | 0.31% | 0.43% | Q1 2023 | Q3 2023 | 3 |
NATIXIS ADVISORS, L.P. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 3 |
IBERIABANK CORP | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.10% | 0.14% | 0.18% | Q4 2018 | Q4 2019 | 2 |
Callan Capital, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q1 2018 | Q2 2020 | 2 |
Asset Management Advisors, LLC | 2 | 2 | 3.94% | 4.00% | 4.06% | Q1 2022 | Q2 2022 | 2 |
Prostatis Group LLC | 2 | 2 | 1.02% | 1.04% | 1.06% | Q1 2023 | Q2 2023 | 2 |
BASSO CAPITAL MANAGEMENT, L.P. | 2 | 2 | 0.06% | 0.13% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Boundary Creek Advisors LP | 2 | 2 | 0.07% | 0.10% | 0.13% | Q1 2023 | Q2 2023 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2021 | 2 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
Tidal Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
GDS Wealth Management | 2 | 2 | 0.91% | 0.92% | 0.92% | Q4 2021 | Q1 2022 | 2 |
LORD, ABBETT & CO. LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2018 | Q1 2019 | 2 |
TruWealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
WealthTrust Fairport, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Byrne Asset Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Force Capital Management LLC | 2 | 2 | 0.70% | 0.71% | 0.72% | Q4 2017 | Q1 2018 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 2 |
Idaho Trust Bank | 2 | 2 | 3.02% | 3.03% | 3.04% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.01% | 0.14% | 0.27% | Q4 2016 | Q2 2017 | 2 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 2 |
Bach Option Ltd | 2 | 2 | 0.40% | 0.49% | 0.58% | Q3 2018 | Q4 2018 | 2 |
AVIANCE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Engrave Wealth Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
Pasadena Private Wealth, LLC | 2 | 2 | 1.50% | 1.57% | 1.64% | Q1 2021 | Q2 2021 | 2 |
WESPAC Advisors, LLC | 2 | 2 | 0.94% | 0.99% | 1.05% | Q2 2023 | Q3 2023 | 2 |
LMR Partners LLP | 1 | 1 | 0.07% | 0.10% | 0.12% | Q2 2018 | Q2 2023 | 2 |
Halpern Financial, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2022 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Global Wealth Management Investment Advisory, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q1 2022 | 2 |
Progeny 3, Inc. | 2 | 2 | 0.63% | 0.65% | 0.67% | Q4 2017 | Q1 2018 | 2 |
KMG FIDUCIARY PARTNERS, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2018 | Q1 2019 | 2 |
Hollow Brook Wealth Management LLC | 2 | 2 | 2.48% | 3.27% | 4.06% | Q4 2017 | Q1 2018 | 2 |
Summit Rock Advisors, LP | 2 | 2 | 29.36% | 42.45% | 55.55% | Q4 2018 | Q1 2019 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
BigSur Wealth Management LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q1 2021 | Q4 2022 | 2 |
Alpine Global Management, LLC | 1 | 1 | 0.12% | 0.20% | 0.29% | Q4 2017 | Q1 2023 | 2 |
Northwest Capital Management Inc | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Highview Capital Management LLC/DE/ | 2 | 2 | 1.46% | 1.48% | 1.51% | Q2 2023 | Q3 2023 | 2 |
Windhaven Investment Management, Inc. | 2 | 2 | 2.56% | 2.58% | 2.59% | Q4 2017 | Q1 2018 | 2 |
PhaseCapital LP | 2 | 2 | 0.06% | 4.08% | 8.09% | Q1 2018 | Q2 2018 | 2 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 2 |
EP Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 2 |
D.B. Root & Company, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q1 2018 | Q2 2018 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
Berman Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
WHITTIER TRUST CO OF NEVADA INC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 2 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 2 | 2 | 0.49% | 0.54% | 0.59% | Q2 2023 | Q3 2023 | 2 |
Taconic Capital Advisors LP | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 2 |
NVWM, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2022 | 2 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
17 CAPITAL PARTNERS, LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q2 2021 | Q3 2021 | 2 |
Certified Advisory Corp | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2018 | 2 |
Bay Harbor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 2 |
PT ASSET MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.15% | 0.24% | Q4 2016 | Q4 2016 | 2 |
Cullen Capital Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q3 2022 | Q4 2022 | 2 |
SAXON INTERESTS, INC. | 2 | 2 | 1.52% | 1.56% | 1.59% | Q1 2023 | Q2 2023 | 2 |
Grantham, Mayo, Van Otterloo & Co. LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
NSI Retail Advisors, LLC | 2 | 2 | 3.97% | 4.43% | 4.89% | Q2 2023 | Q3 2023 | 2 |
Farmers National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
HARDING LOEVNER LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2017 | 2 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q1 2019 | 2 |
Guild Investment Management, Inc. | 2 | 2 | 3.05% | 3.18% | 3.31% | Q1 2021 | Q2 2021 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
JANUS HENDERSON INVESTORS US LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
BRYN MAWR TRUST Co | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
HANCOCK WHITNEY CORP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q2 2017 | 2 |
Caprock Group, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 2 |
SPX Gestao de Recursos Ltda | 1 | 1 | 2.04% | 4.74% | 7.45% | Q4 2017 | Q3 2023 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
Russell Investments Group, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 2 |
Coastline Trust Co | 2 | 2 | 0.71% | 0.93% | 1.14% | Q2 2023 | Q3 2023 | 2 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Freedman Financial Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Baldwin Investment Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
AIA International Ltd | 2 | 2 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q1 2018 | 2 |
Nikulski Financial, Inc. | 2 | 2 | 0.36% | 0.44% | 0.52% | Q4 2017 | Q1 2018 | 2 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 2 |
Harvest Fund Management Co., Ltd | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
SILVERLAKE WEALTH MANAGEMENT LLC | 2 | 2 | 0.16% | 0.21% | 0.27% | Q2 2023 | Q3 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.03% | 0.07% | 0.12% | Q1 2017 | Q2 2017 | 2 |
Fullerton Fund Management Co Ltd. | 2 | 2 | 0.89% | 0.95% | 1.00% | Q3 2022 | Q4 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q4 2018 | Q1 2019 | 2 |
Palo Capital, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q1 2018 | Q2 2018 | 2 |
NORTHWESTERN UNIVERSITY | 2 | 2 | 30.17% | 36.49% | 42.82% | Q4 2017 | Q1 2018 | 2 |
RiverGlades Family Offices LLC | 2 | 2 | 0.70% | 0.70% | 0.71% | Q1 2018 | Q2 2018 | 2 |
Advocacy Wealth Management Services, LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q4 2018 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q1 2023 | 2 |
MCKINLEY CAPITAL MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
SECURITY NATIONAL TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
COUNTRY TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 2 |
Grandeur Peak Global Advisors, LLC | 2 | 2 | 0.17% | 0.24% | 0.30% | Q3 2016 | Q4 2016 | 2 |
Riggs Asset Managment Co. Inc. | 2 | 2 | 1.93% | 1.94% | 1.96% | Q2 2023 | Q3 2023 | 2 |
Quent Capital, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Pacific Sage Partners, LLC | 2 | 2 | 1.49% | 1.50% | 1.50% | Q2 2023 | Q3 2023 | 2 |
NKCFO LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
ING GROEP NV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q1 2023 | 2 |
Edgemoor Investment Advisors, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q1 2017 | 2 |
Cardinal Strategic Wealth Guidance | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Camelot Portfolios, LLC | 2 | 2 | 0.17% | 0.20% | 0.23% | Q1 2020 | Q2 2020 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Advisor Resource Council | 2 | 2 | 0.23% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Ionic Capital Management LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 2 |
High Net Worth Advisory Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Occidental Asset Management, LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2021 | Q4 2021 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Madison Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q1 2020 | 2 |
SEGALL BRYANT & HAMILL, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.03% | 0.06% | 0.08% | Q1 2017 | Q1 2017 | 2 |
EAGLE GLOBAL ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.57% | 0.97% | 1.37% | Q2 2021 | Q2 2023 | 2 |
Portfolio Solutions, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q2 2017 | 2 |
HARBOR CAPITAL ADVISORS, INC. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2023 | Q4 2023 | 2 |
Maltin Wealth Management, Inc. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2021 | Q2 2021 | 2 |
Apollon Wealth Management, LLC | 2 | 2 | 0.25% | 0.33% | 0.41% | Q4 2020 | Q1 2021 | 2 |
YALE UNIVERSITY | 2 | 2 | 1.30% | 1.55% | 1.81% | Q4 2021 | Q1 2022 | 2 |
Barry Investment Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
VOYA INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.02% | 0.38% | 0.73% | Q1 2018 | Q2 2022 | 2 |
FFT WEALTH MANAGEMENT LLC | 2 | 2 | 0.74% | 0.75% | 0.77% | Q1 2017 | Q2 2017 | 2 |
PFG Advisors | 1 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 2 |
WNY Asset Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Knollwood Investment Advisory, LLC | 2 | 2 | 2.20% | 3.12% | 4.03% | Q1 2023 | Q2 2023 | 2 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 2 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q4 2018 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q1 2018 | Q2 2018 | 2 |
Willingdon Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 2 |
Quintet Private Bank (Europe) S.A. | 1 | 1 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 2 |
OAK FAMILY ADVISORS, LLC | 2 | 2 | 1.65% | 1.94% | 2.24% | Q2 2023 | Q3 2023 | 2 |
CSM Advisors, LLC | 2 | 2 | 1.79% | 1.90% | 2.01% | Q2 2023 | Q3 2023 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Spectrum Asset Management, Inc. (NB/CA) | 2 | 2 | 0.26% | 0.27% | 0.28% | Q2 2020 | Q3 2020 | 2 |
HAZLETT, BURT & WATSON, INC. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
NEIRG Wealth Management, LLC | 1 | 1 | 0.00% | 0.62% | 1.25% | Q2 2023 | Q2 2023 | 2 |
IAM Advisory, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Veracity Capital LLC | 2 | 2 | 0.07% | 0.11% | 0.14% | Q4 2019 | Q1 2020 | 2 |
QCM Cayman, Ltd. | 1 | 1 | 0.75% | 1.98% | 3.21% | Q2 2020 | Q3 2021 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Matrix Trust Co | 2 | 2 | 0.63% | 0.90% | 1.18% | Q2 2023 | Q3 2023 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Pinnacle Private Wealth, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
MCF Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q1 2020 | 2 |
Spot Trading L.L.C | 1 | 1 | 0.06% | 0.18% | 0.30% | Q4 2016 | Q4 2016 | 2 |
Lebenthal Asset Management, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2016 | Q1 2017 | 2 |
Portfolio Strategies Inc | 1 | 1 | 0.13% | 4.44% | 8.75% | Q2 2017 | Q4 2017 | 2 |
PITTENGER & ANDERSON INC | 2 | 2 | 0.15% | 0.18% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Calamos Advisors LLC | 1 | 1 | 0.07% | 0.13% | 0.19% | Q4 2020 | Q3 2021 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q1 2017 | 2 |
Keeley-Teton Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q1 2022 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 1.28% | 1.29% | 1.30% | Q2 2023 | Q3 2023 | 2 |
Mosaic Family Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.05% | 0.06% | 0.07% | Q2 2020 | Q1 2022 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.53% | 0.58% | 0.63% | Q4 2016 | Q4 2020 | 2 |
Kingsview Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
PARK AVENUE SECURITIES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
SCOPIA CAPITAL MANAGEMENT LP | 1 | 1 | 1.99% | 1.99% | 1.99% | Q4 2016 | Q4 2016 | 1 |
Hall Kathryn A. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 1.58% | 1.58% | 1.58% | Q4 2018 | Q4 2018 | 1 |
Alhambra Investment Management LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2020 | Q2 2020 | 1 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
CPWM, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Dana Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2021 | Q3 2021 | 1 |
Jolley Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Doman Group, LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q4 2021 | Q4 2021 | 1 |
MANA Advisors LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2018 | Q2 2018 | 1 |
Farmers & Merchants Trust Co of Chambersburg PA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
AGF MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Cypress Capital Management LLC (WY) | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2018 | Q3 2018 | 1 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
CALDWELL SUTTER CAPITAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2023 | Q2 2023 | 1 |
Cavalier Investments, LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q1 2021 | Q1 2021 | 1 |
AMJ Financial Wealth Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Spears Abacus Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
Whitaker-Myers Wealth Managers, LTD. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q3 2023 | Q3 2023 | 1 |
Candriam S.C.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2022 | Q3 2022 | 1 |
FineMark National Bank & Trust | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Archford Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Hunting Hill Global Capital, LLC | 1 | 1 | 1.85% | 1.85% | 1.85% | Q4 2017 | Q4 2017 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Verger Capital Management LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q3 2023 | Q3 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WASATCH ADVISORS LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Symmetry Investments LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q4 2018 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
MISSION WEALTH MANAGEMENT, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Nishkama Capital, LLC | 1 | 1 | 3.48% | 3.48% | 3.48% | Q3 2019 | Q3 2019 | 1 |
Breakwater Capital Group | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Ninety One North America, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
CONNABLE OFFICE INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
JANA PARTNERS LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2018 | Q3 2018 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2020 | Q2 2020 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Michelson Medical Research Foundation, Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
CAPITAL ADVISORS INC/OK | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q4 2017 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Sterling Investment Advisors, Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Firestone Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Trikon Asset Management Ltd | 1 | 1 | 73.55% | 73.55% | 73.55% | Q2 2022 | Q2 2022 | 1 |
Daiwa SB Investments Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
Cornerstone Wealth Group, LLC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q3 2023 | Q3 2023 | 1 |
Thomas J. Herzfeld Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 3.35% | 3.35% | 3.35% | Q3 2023 | Q3 2023 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Naviter Wealth, LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q4 2021 | Q4 2021 | 1 |
Moneda S.A. Administradora General de Fondos | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2020 | Q2 2020 | 1 |
GABLES CAPITAL MANAGEMENT INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
U.S. Capital Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
American Trust | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
Select Equity Group, L.P. | 1 | 1 | 4.83% | 4.83% | 4.83% | Q2 2017 | Q2 2017 | 1 |
Elo Mutual Pension Insurance Co | 1 | 1 | 1.97% | 1.97% | 1.97% | Q1 2018 | Q1 2018 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2016 | Q4 2016 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
LETKO, BROSSEAU & ASSOCIATES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
TRUST CO OF OKLAHOMA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
MATHER GROUP, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2018 | Q4 2018 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
INTEGRATED WEALTH COUNSEL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q3 2023 | Q3 2023 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Greystone Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q2 2023 | 1 |
Missouri Trust & Investment Co | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Horiko Capital Management LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2018 | Q4 2018 | 1 |
BT Wealth Management LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
Canvas Wealth Advisors, LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q4 2021 | Q4 2021 | 1 |
First Command Financial Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
XR Securities LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Opera Trading Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2017 | Q1 2017 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PRIMORIS WEALTH ADVISORS, LLC | 1 | 1 | 5.55% | 5.55% | 5.55% | Q3 2023 | Q3 2023 | 1 |
Simplicity Solutions, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Context Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2018 | Q1 2018 | 1 |
Portfolio Strategies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
MSD Partners, L.P. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2017 | Q4 2017 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2017 | Q1 2017 | 1 |
Baymount Management LP | 1 | 1 | 13.22% | 13.22% | 13.22% | Q3 2021 | Q3 2021 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 2.02% | 2.02% | 2.02% | Q4 2020 | Q4 2020 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Boltwood Capital Management | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2023 | Q4 2023 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Horizon Kinetics | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Legacy Financial Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2017 | Q4 2017 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ARGENTIERE CAPITAL AG | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2016 | Q4 2016 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Industrial Alliance Investment Management Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.79% | 0.79% | 0.79% | Q2 2023 | Q2 2023 | 1 |
S.A. Mason LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
MSI Financial Services Inc | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2016 | Q4 2016 | 1 |
WEST CHESTER CAPITAL ADVISORS, INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q1 2018 | Q1 2018 | 1 |
PARK NATIONAL CORP /OH/ | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Essex Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Polianta Ltd | 1 | 1 | 5.13% | 5.13% | 5.13% | Q1 2022 | Q1 2022 | 1 |
L.M. KOHN & COMPANY | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Gleason Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PointState Capital LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2021 | Q3 2021 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
X-Square Capital, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2017 | Q4 2017 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
D L CARLSON INVESTMENT GROUP INC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
GUGGENHEIM CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.72% | 2.72% | 2.72% | Q4 2020 | Q4 2020 | 1 |
Osbon Capital Management LLC | 1 | 1 | 2.23% | 2.23% | 2.23% | Q2 2019 | Q2 2019 | 1 |
Liberty Mutual Group Asset Management Inc. | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2022 | Q1 2022 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
QUADRANT CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Founders Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Kozak & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Bienville Capital Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2021 | Q1 2021 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
SCP Investment, LP | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2018 | Q1 2018 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Sumitomo Mitsui Trust Holdings, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
J. Goldman & Co LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
West Branch Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Brown University | 1 | 1 | 5.85% | 5.85% | 5.85% | Q3 2023 | Q3 2023 | 1 |
Confluence Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
Fortis Advisors, LLC | 1 | 1 | 1.46% | 1.46% | 1.46% | Q3 2023 | Q3 2023 | 1 |
Norway Savings Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ADVISOR PARTNERS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2018 | Q3 2018 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2018 | Q1 2018 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 3.70% | 3.70% | 3.70% | Q4 2020 | Q4 2020 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2017 | Q2 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 3.50% | 3.50% | 3.50% | Q4 2017 | Q4 2017 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SEAVIEW INVESTMENT MANAGERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Ameritas Investment Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Chesley Taft & Associates LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2018 | Q1 2018 | 1 |
MORGENS WATERFALL VINTIADIS & CO INC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q2 2017 | Q2 2017 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
SEVEN MILE ADVISORY | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2023 | Q3 2023 | 1 |
Timber Hill LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Divergent Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Summit Financial, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Cumberland Partners Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2019 | Q4 2019 | 1 |
SMITH SHELLNUT WILSON LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Meristem Family Wealth, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
CAPITAL GUARDIAN TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Retirement Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.36% | 0.36% | 0.36% | Q2 2023 | Q2 2023 | 1 |
Tredje AP-fonden | 1 | 1 | 1.63% | 1.63% | 1.63% | Q1 2021 | Q1 2021 | 1 |
DC Investments Management, LLC | 1 | 1 | 1.62% | 1.62% | 1.62% | Q3 2023 | Q3 2023 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
Alaska Permanent Capital Management | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2022 | Q1 2022 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Sensato Investors LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2019 | Q2 2019 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2023 | Q3 2023 | 1 |
Crow Point Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Texas Capital Bank Wealth Management Services Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
WIT, LLC | 1 | 1 | 4.71% | 4.71% | 4.71% | Q1 2022 | Q1 2022 | 1 |
FIRST MERCHANTS CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Merit Financial Group, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2017 | Q4 2017 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
Formidable Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Concord Wealth Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2021 | Q1 2021 | 1 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Kohlberg Kravis Roberts & Co. L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2020 | Q1 2020 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
ADVISORY RESEARCH INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
PICTET ASSET MANAGEMENT SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
BAILARD, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Financial Services Advisory Inc | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2021 | Q3 2021 | 1 |
BIVIN & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Glenview Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Crestline Management, LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
Wright Fund Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q4 2021 | Q4 2021 | 1 |
Alberta Investment Management Corp | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
VERUS CAPITAL PARTNERS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q1 2018 | 1 |
Briaud Financial Planning, Inc | 1 | 1 | 12.67% | 12.67% | 12.67% | Q3 2023 | Q3 2023 | 1 |
Farther Finance Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Main Street Research LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Key FInancial Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 6.07% | 6.07% | 6.07% | Q2 2022 | Q2 2022 | 1 |
ALETHEA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Faithward Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Dentgroup LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q4 2021 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
OSTRUM ASSET MANAGEMENT | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
StoneX Group Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2021 | Q3 2021 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Rossmore Private Capital | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2017 | Q4 2017 | 1 |
CABANA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2018 | Q3 2018 | 1 |
COWEN INC. | 1 | 1 | 5.60% | 5.60% | 5.60% | Q4 2016 | Q4 2016 | 1 |
James Hambro & Partners | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
STEADFAST CAPITAL MANAGEMENT LP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2017 | Q2 2017 | 1 |
Stephens Consulting, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Pictet Asset Management Holding SA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HUTCHENS INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
TITAN GLOBAL CAPITAL MANAGEMENT USA LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q3 2023 | Q3 2023 | 1 |
Nationwide Fund Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Robertson Stephens Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Castle Hook Partners LP | 1 | 1 | 7.34% | 7.34% | 7.34% | Q2 2023 | Q2 2023 | 1 |
Jump Financial, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Polus Capital Management Ltd | 1 | 1 | 3.81% | 3.81% | 3.81% | Q2 2023 | Q2 2023 | 1 |
O'Brien Wealth Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 3.83% | 3.83% | 3.83% | Q4 2020 | Q4 2020 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
Scion Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2018 | Q4 2018 | 1 |
INTREPID FAMILY OFFICE LLC | 1 | 1 | 4.83% | 4.83% | 4.83% | Q3 2023 | Q3 2023 | 1 |
TIGER MANAGEMENT L.L.C. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2018 | Q3 2018 | 1 |
Flagship Private Wealth, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
TrinityPoint Wealth, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
BlackRock Fund Advisors | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2016 | Q4 2016 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
External links
This page lists all the filers that currently own ISHARES INC or have owned ISHARES INC in the past.