Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q3 2023 | 118 |
JANE STREET GROUP, LLC | 38 | 38 | 0.00% | 0.03% | 0.16% | Q1 2014 | Q2 2023 | 80 |
CITIGROUP INC | 32 | 32 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2021 | 80 |
Citadel Advisors | 29 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 80 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.01% | 0.15% | Q4 2015 | Q3 2023 | 80 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.01% | 0.04% | Q1 2012 | Q3 2023 | 69 |
WOLVERINE TRADING, LLC | 16 | 1 | 0.00% | 0.01% | 0.09% | Q2 2016 | Q2 2023 | 62 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 57 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 50 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 48 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 46 |
HUNTINGTON NATIONAL BANK | 36 | 1 | 0.00% | 0.00% | 0.00% | Q4 2010 | Q3 2023 | 46 |
Veritable, L.P. | 43 | 43 | 0.00% | 0.16% | 0.48% | Q4 2012 | Q2 2023 | 45 |
HAP Trading, LLC | 12 | 1 | 0.00% | 0.10% | 1.33% | Q2 2013 | Q1 2020 | 44 |
Parallax Volatility Advisers, L.P. | 21 | 21 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q2 2019 | 43 |
COMMERCE BANK | 43 | 43 | 0.02% | 0.58% | 1.49% | Q1 2013 | Q3 2023 | 43 |
Mariner, LLC | 42 | 42 | 0.04% | 0.51% | 1.19% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Stelac Advisory Services LLC | 41 | 1 | 0.56% | 4.67% | 11.18% | Q4 2012 | Q2 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.04% | 0.46% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.51% | 1.82% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 42 |
MAI Capital Management | 42 | 42 | 0.03% | 1.08% | 5.64% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.13% | 0.26% | Q2 2013 | Q3 2023 | 42 |
CAPTRUST FINANCIAL ADVISORS | 42 | 42 | 0.00% | 0.24% | 1.55% | Q2 2013 | Q3 2023 | 42 |
ROCKLAND TRUST CO | 42 | 42 | 0.04% | 0.26% | 1.56% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
EVERGREEN CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 2.03% | 6.07% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.10% | 0.34% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.04% | 0.14% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
KEYBANK NATIONAL ASSOCIATION/OH | 31 | 11 | 0.00% | 0.09% | 0.25% | Q4 2012 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 26 | 15 | 0.00% | 0.10% | 0.46% | Q2 2013 | Q3 2023 | 41 |
Creative Planning | 33 | 8 | 0.00% | 0.06% | 0.66% | Q2 2013 | Q3 2023 | 41 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 34 | 1 | 0.01% | 1.04% | 3.72% | Q2 2010 | Q3 2023 | 41 |
Diversified Trust Co | 37 | 1 | 0.01% | 0.71% | 6.76% | Q2 2013 | Q4 2023 | 41 |
MORGAN STANLEY | 41 | 41 | 0.00% | 0.01% | 0.04% | Q3 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 25 | 1 | 0.00% | 0.00% | 0.03% | Q3 2013 | Q3 2020 | 41 |
BRIGHTON JONES LLC | 26 | 15 | 2.07% | 7.61% | 12.94% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 38 | 2 | 0.02% | 0.28% | 0.99% | Q4 2013 | Q4 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 22 | 4 | 0.00% | 0.24% | 1.56% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q3 2023 | 40 |
NOESIS CAPITAL MANGEMENT CORP | 39 | 39 | 0.14% | 0.95% | 1.73% | Q1 2014 | Q3 2023 | 39 |
Rehmann Capital Advisory Group | 25 | 4 | 0.05% | 0.27% | 1.53% | Q1 2012 | Q2 2022 | 39 |
Regal Investment Advisors LLC | 27 | 1 | 0.10% | 0.39% | 1.14% | Q2 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.12% | 0.34% | 1.86% | Q1 2014 | Q3 2023 | 39 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 38 |
EAGLE GLOBAL ADVISORS LLC | 38 | 38 | 0.02% | 0.57% | 3.26% | Q2 2013 | Q3 2022 | 38 |
Gradient Investments LLC | 21 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 38 |
BARCLAYS PLC | 17 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.01% | 0.67% | 1.67% | Q2 2013 | Q1 2022 | 36 |
MCF Advisors LLC | 36 | 36 | 0.00% | 0.86% | 5.50% | Q1 2012 | Q4 2020 | 36 |
WATERS PARKERSON & CO., LLC | 35 | 1 | 0.01% | 0.05% | 0.09% | Q1 2014 | Q3 2023 | 36 |
Johnson Financial Group, Inc. | 35 | 1 | 0.00% | 0.02% | 0.09% | Q3 2014 | Q3 2023 | 36 |
J.P. Morgan Private Wealth Advisors LLC | 27 | 3 | 0.01% | 0.10% | 0.47% | Q3 2014 | Q3 2023 | 35 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 35 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 35 |
WEBSTER BANK, N. A. | 35 | 35 | 0.01% | 0.12% | 0.48% | Q2 2013 | Q4 2021 | 35 |
STEPHENS INC /AR/ | 35 | 35 | 0.01% | 0.02% | 0.03% | Q1 2015 | Q3 2023 | 35 |
DIVIDEND ASSETS CAPITAL, LLC | 18 | 1 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 35 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 16 | 3 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q1 2022 | 33 |
Walleye Trading LLC | 18 | 18 | 0.00% | 0.01% | 0.06% | Q3 2014 | Q4 2018 | 33 |
Parkside Financial Bank & Trust | 33 | 33 | 0.15% | 0.96% | 2.42% | Q3 2015 | Q3 2023 | 33 |
MOTCO | 33 | 33 | 0.00% | 0.37% | 0.88% | Q2 2013 | Q2 2021 | 33 |
CREDIT SUISSE AG/ | 12 | 1 | 0.00% | 0.02% | 0.09% | Q1 2013 | Q3 2023 | 33 |
BRYN MAWR TRUST Co | 33 | 33 | 0.01% | 0.26% | 0.73% | Q1 2013 | Q1 2021 | 33 |
CWM, LLC | 24 | 8 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 32 |
BANK OF MONTREAL /CAN/ | 32 | 32 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q1 2021 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.02% | 0.05% | Q4 2015 | Q3 2023 | 31 |
Haverford Trust Co | 27 | 1 | 0.00% | 0.59% | 1.57% | Q2 2013 | Q3 2023 | 31 |
SALEM INVESTMENT COUNSELORS INC | 18 | 13 | 0.02% | 0.13% | 1.08% | Q2 2013 | Q3 2023 | 31 |
Wealthcare Advisory Partners LLC | 30 | 30 | 0.01% | 0.60% | 2.19% | Q2 2016 | Q3 2023 | 30 |
CITY HOLDING CO | 30 | 30 | 0.00% | 0.04% | 0.12% | Q1 2014 | Q2 2021 | 30 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 20 | 10 | 0.08% | 0.93% | 2.94% | Q2 2013 | Q3 2023 | 30 |
UBS Group AG | 26 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 30 |
Financial Architects, Inc | 23 | 2 | 0.01% | 0.38% | 1.70% | Q2 2013 | Q2 2023 | 30 |
CPWM, LLC | 30 | 30 | 0.05% | 0.46% | 1.22% | Q4 2011 | Q1 2019 | 30 |
Baird Financial Group, Inc. | 19 | 10 | 0.00% | 0.03% | 0.06% | Q2 2015 | Q3 2023 | 29 |
CHATHAM CAPITAL GROUP, INC. | 29 | 29 | 0.07% | 2.83% | 7.15% | Q2 2013 | Q2 2020 | 29 |
Private Advisor Group, LLC | 18 | 1 | 0.00% | 0.20% | 0.75% | Q4 2013 | Q3 2021 | 29 |
Carroll Financial Associates, Inc. | 29 | 29 | 0.00% | 0.74% | 3.51% | Q2 2013 | Q2 2020 | 29 |
Salient Capital Advisors, LLC | 21 | 1 | 0.02% | 0.08% | 0.46% | Q2 2013 | Q4 2021 | 29 |
BRINKER CAPITAL INC | 29 | 29 | 0.01% | 1.18% | 3.28% | Q2 2013 | Q2 2020 | 29 |
MILLER HOWARD INVESTMENTS INC /NY | 15 | 1 | 0.00% | 0.14% | 1.32% | Q2 2013 | Q1 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.05% | 0.17% | Q4 2013 | Q4 2020 | 29 |
Kepos Capital LP | 27 | 2 | 0.02% | 1.47% | 8.97% | Q2 2016 | Q3 2023 | 29 |
Lido Advisors, LLC | 29 | 29 | 0.00% | 0.05% | 0.20% | Q3 2016 | Q3 2023 | 29 |
First Allied Advisory Services, Inc. | 17 | 11 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q2 2020 | 28 |
Lee Financial Co | 28 | 28 | 0.00% | 0.53% | 2.67% | Q4 2016 | Q3 2023 | 28 |
Covenant Asset Management, LLC | 28 | 28 | 0.04% | 0.14% | 0.28% | Q4 2016 | Q3 2023 | 28 |
PARSONS CAPITAL MANAGEMENT INC/RI | 28 | 28 | 0.03% | 0.19% | 0.61% | Q2 2013 | Q1 2020 | 28 |
Stratford Consulting, LLC | 28 | 28 | 0.08% | 2.45% | 3.39% | Q2 2013 | Q1 2020 | 28 |
WOODMONT INVESTMENT COUNSEL LLC | 28 | 28 | 0.02% | 0.31% | 1.14% | Q2 2013 | Q1 2020 | 28 |
Virtu Financial LLC | 9 | 1 | 0.02% | 0.58% | 3.36% | Q2 2013 | Q2 2023 | 28 |
Greytown Advisors Inc. | 28 | 28 | 0.60% | 2.23% | 4.76% | Q4 2016 | Q3 2023 | 28 |
NBW CAPITAL LLC | 28 | 28 | 0.04% | 0.63% | 2.22% | Q2 2013 | Q1 2020 | 28 |
Stratos Wealth Partners, LTD. | 12 | 2 | 0.01% | 0.10% | 0.39% | Q2 2014 | Q3 2023 | 27 |
Smith & Howard Wealth Management, LLC | 26 | 1 | 0.10% | 5.48% | 11.13% | Q2 2013 | Q1 2020 | 27 |
FIDUCIARY TRUST INTERNATIONAL LLC | 13 | 2 | 0.05% | 0.27% | 0.42% | Q2 2013 | Q2 2020 | 27 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 27 | 27 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q3 2023 | 27 |
JMG Financial Group, Ltd. | 27 | 27 | 0.04% | 3.68% | 13.98% | Q2 2013 | Q4 2019 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.31% | 1.24% | Q2 2013 | Q4 2019 | 27 |
Plante Moran Financial Advisors, LLC | 26 | 1 | 0.01% | 0.16% | 0.49% | Q4 2013 | Q2 2022 | 27 |
Financial Advisory Group | 27 | 27 | 0.01% | 3.35% | 13.46% | Q2 2013 | Q4 2019 | 27 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 21 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 27 |
CIBC BANK USA | 27 | 27 | 0.32% | 7.22% | 9.52% | Q2 2013 | Q4 2019 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.07% | 0.48% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.00% | 0.05% | 0.15% | Q4 2016 | Q3 2023 | 27 |
NOVARE CAPITAL MANAGEMENT LLC | 13 | 13 | 0.03% | 0.56% | 1.27% | Q2 2013 | Q1 2020 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 26 |
REGENTATLANTIC CAPITAL LLC | 16 | 10 | 0.02% | 3.27% | 5.99% | Q2 2013 | Q4 2019 | 26 |
Spot Trading L.L.C | 15 | 15 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q4 2016 | 26 |
NEW ENGLAND ASSET MANAGEMENT INC | 24 | 2 | 0.02% | 0.10% | 0.39% | Q2 2013 | Q3 2023 | 26 |
Cetera Advisor Networks LLC | 20 | 1 | 0.00% | 0.39% | 1.93% | Q1 2013 | Q3 2023 | 26 |
OPTIMUM INVESTMENT ADVISORS | 19 | 7 | 0.00% | 0.03% | 0.08% | Q3 2013 | Q3 2022 | 26 |
Apriem Advisors | 26 | 26 | 0.07% | 0.23% | 0.67% | Q2 2013 | Q3 2019 | 26 |
Hilton Capital Management, LLC | 19 | 7 | 0.23% | 1.08% | 4.42% | Q2 2013 | Q4 2019 | 26 |
Advisory Alpha, LLC | 20 | 1 | 0.00% | 1.82% | 5.22% | Q4 2013 | Q3 2020 | 26 |
ENTERPRISE FINANCIAL SERVICES CORP | 26 | 26 | 0.00% | 0.03% | 0.07% | Q3 2013 | Q4 2019 | 26 |
PRELUDE CAPITAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.04% | 0.13% | Q3 2013 | Q3 2019 | 25 |
Baystate Wealth Management LLC | 24 | 1 | 0.00% | 0.14% | 1.54% | Q2 2013 | Q3 2022 | 25 |
AlphaMark Advisors, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2022 | 25 |
Drexel Morgan & Co. | 25 | 25 | 0.34% | 1.03% | 3.47% | Q2 2013 | Q2 2019 | 25 |
ASPIRIANT, LLC | 24 | 1 | 0.03% | 0.38% | 1.05% | Q2 2013 | Q3 2019 | 25 |
Lourd Capital, LLC | 25 | 25 | 0.03% | 0.11% | 0.20% | Q2 2013 | Q2 2019 | 25 |
MURPHY CAPITAL MANAGEMENT INC | 25 | 25 | 0.04% | 0.14% | 0.27% | Q4 2013 | Q4 2019 | 25 |
Fund Evaluation Group, LLC | 17 | 2 | 0.03% | 12.31% | 29.12% | Q2 2013 | Q3 2020 | 25 |
Hillsdale Investment Management Inc. | 25 | 25 | 0.00% | 0.03% | 0.14% | Q4 2016 | Q4 2022 | 25 |
MERITAGE PORTFOLIO MANAGEMENT | 11 | 6 | 0.03% | 0.15% | 0.90% | Q2 2013 | Q4 2019 | 25 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 25 | 0.05% | 0.35% | 1.41% | Q2 2013 | Q2 2019 | 25 |
HANCOCK WHITNEY CORP | 21 | 2 | 0.01% | 0.04% | 0.07% | Q2 2014 | Q3 2023 | 25 |
Steward Partners Investment Advisory, LLC | 18 | 7 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 25 |
GLENMEDE TRUST CO NA | 12 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 25 |
Oakworth Capital, Inc. | 24 | 24 | 0.00% | 0.80% | 2.52% | Q4 2013 | Q3 2019 | 24 |
PETTYJOHN, WOOD & WHITE, INC | 24 | 24 | 0.08% | 0.12% | 0.16% | Q1 2014 | Q4 2019 | 24 |
NEXT Financial Group, Inc | 13 | 2 | 0.00% | 0.03% | 0.13% | Q3 2014 | Q4 2021 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.01% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Camarda Financial Advisors, LLC | 15 | 9 | 0.00% | 2.55% | 8.25% | Q2 2013 | Q2 2019 | 24 |
New England Investment & Retirement Group, Inc. | 24 | 24 | 0.85% | 4.47% | 13.14% | Q2 2013 | Q1 2019 | 24 |
Edge Wealth Management LLC | 23 | 1 | 0.00% | 0.45% | 2.08% | Q1 2014 | Q2 2020 | 24 |
Peak Asset Management, LLC | 12 | 12 | 0.10% | 0.49% | 0.81% | Q4 2015 | Q3 2023 | 24 |
Winfield Associates, Inc. | 23 | 23 | 0.08% | 0.54% | 1.76% | Q4 2013 | Q2 2019 | 23 |
STEEL GROVE CAPITAL ADVISORS, LLC | 9 | 6 | 0.08% | 1.25% | 3.57% | Q2 2013 | Q3 2020 | 23 |
Arlington Partners LLC | 23 | 23 | 0.02% | 6.24% | 20.12% | Q4 2017 | Q2 2023 | 23 |
NORTHERN TRUST CORP | 9 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2022 | 23 |
PRICE T ROWE ASSOCIATES INC /MD/ | 22 | 22 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2020 | 23 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 14 | 9 | 0.02% | 0.68% | 2.03% | Q2 2013 | Q4 2019 | 23 |
SUNTRUST BANKS INC | 23 | 23 | 0.00% | 0.08% | 0.23% | Q2 2013 | Q4 2018 | 23 |
Jefferies Group LLC | 6 | 1 | 0.00% | 0.11% | 0.44% | Q2 2013 | Q4 2018 | 23 |
Richard C. Young & CO., LTD. | 23 | 23 | 0.45% | 2.19% | 3.41% | Q4 2015 | Q2 2021 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 23 |
Bank of New York Mellon Corp | 16 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2019 | 22 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 22 | 22 | 0.13% | 0.49% | 0.97% | Q2 2013 | Q3 2018 | 22 |
Sequoia Financial Advisors, LLC | 21 | 1 | 0.00% | 3.61% | 14.26% | Q4 2013 | Q3 2023 | 22 |
ALLIANCEBERNSTEIN L.P. | 14 | 1 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q4 2022 | 22 |
HBK Sorce Advisory LLC | 22 | 22 | 0.03% | 5.09% | 15.50% | Q2 2013 | Q3 2018 | 22 |
Truepoint, Inc. | 22 | 22 | 0.02% | 0.03% | 0.05% | Q2 2018 | Q3 2023 | 22 |
Somerset Group LLC | 22 | 22 | 0.51% | 1.78% | 3.46% | Q2 2013 | Q3 2018 | 22 |
Round Table Services, LLC | 22 | 22 | 0.09% | 4.23% | 9.50% | Q2 2013 | Q3 2018 | 22 |
VESTOR CAPITAL, LLC | 22 | 22 | 0.45% | 1.17% | 2.58% | Q2 2013 | Q3 2018 | 22 |
Geneos Wealth Management Inc. | 9 | 1 | 0.00% | 0.03% | 0.16% | Q1 2016 | Q1 2022 | 22 |
HARVEST CAPITAL MANAGEMENT INC | 22 | 22 | 0.14% | 1.95% | 4.69% | Q2 2013 | Q3 2018 | 22 |
Neuberger Berman Group LLC | 19 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2020 | 22 |
Hefren-Tillotson, Inc. | 12 | 10 | 0.00% | 13.75% | 100.00% | Q4 2012 | Q2 2018 | 22 |
Cetera Advisors LLC | 18 | 4 | 0.02% | 0.16% | 0.54% | Q2 2013 | Q3 2019 | 22 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q3 2023 | 22 |
FARMERS & MERCHANTS INVESTMENTS INC | 22 | 22 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2018 | 22 |
BOSTON RESEARCH & MANAGEMENT INC | 22 | 22 | 0.28% | 0.55% | 0.70% | Q2 2013 | Q3 2018 | 22 |
TELEMUS CAPITAL, LLC | 21 | 21 | 0.01% | 0.45% | 2.06% | Q1 2015 | Q1 2020 | 21 |
FARR MILLER & WASHINGTON LLC/DC | 12 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q4 2019 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.10% | 0.80% | Q3 2018 | Q3 2023 | 21 |
VECTOR WEALTH MANAGEMENT, LLC | 21 | 21 | 8.07% | 9.18% | 10.71% | Q4 2011 | Q4 2016 | 21 |
SIMPLEX TRADING, LLC | 5 | 1 | 0.00% | 0.02% | 0.13% | Q1 2015 | Q2 2023 | 21 |
MONTAG A & ASSOCIATES INC | 12 | 1 | 0.00% | 0.07% | 0.54% | Q1 2016 | Q3 2023 | 21 |
First Horizon Advisors, Inc. | 12 | 9 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 21 |
WINTRUST INVESTMENTS LLC | 19 | 2 | 0.06% | 0.10% | 0.17% | Q2 2018 | Q3 2023 | 21 |
Chicago Partners Investment Group LLC | 11 | 10 | 0.01% | 0.07% | 0.14% | Q4 2014 | Q1 2020 | 21 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2023 | 21 |
QCI ASSET MANAGEMENT INC/NY | 11 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 21 |
Klingman & Associates, LLC | 21 | 21 | 0.86% | 6.17% | 9.59% | Q4 2014 | Q4 2019 | 21 |
Fort Point Capital Partners LLC | 16 | 5 | 0.04% | 0.32% | 0.92% | Q4 2013 | Q1 2022 | 21 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.38% | 2.55% | Q4 2013 | Q3 2023 | 21 |
Prospera Financial Services Inc | 9 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q2 2022 | 20 |
PLANNING ALTERNATIVES LTD /ADV | 20 | 20 | 0.08% | 0.85% | 1.77% | Q4 2013 | Q3 2018 | 20 |
TWIN CAPITAL MANAGEMENT INC | 20 | 20 | 0.10% | 0.21% | 0.36% | Q4 2015 | Q3 2020 | 20 |
Windsor Capital Management, LLC | 20 | 20 | 0.40% | 1.57% | 2.39% | Q4 2014 | Q3 2019 | 20 |
Homrich & Berg | 20 | 20 | 0.03% | 0.09% | 0.21% | Q2 2013 | Q1 2018 | 20 |
AdvisorNet Financial, Inc | 20 | 20 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q3 2022 | 20 |
FULTON BREAKEFIELD BROENNIMAN LLC | 20 | 20 | 0.47% | 1.04% | 1.48% | Q2 2013 | Q1 2018 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
DOW CHEMICAL CO /DE/ | 20 | 20 | 2.40% | 6.36% | 13.81% | Q1 2014 | Q4 2018 | 20 |
Wilshire Advisors LLC | 20 | 20 | 1.39% | 2.65% | 4.14% | Q4 2015 | Q3 2020 | 20 |
COUNTRY TRUST BANK | 20 | 20 | 0.01% | 0.29% | 0.45% | Q2 2014 | Q1 2019 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.03% | 0.20% | 0.72% | Q4 2018 | Q3 2023 | 20 |
SIGNATUREFD, LLC | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2022 | 19 |
Live Your Vision, LLC | 19 | 19 | 1.04% | 1.66% | 2.97% | Q3 2014 | Q1 2019 | 19 |
Occidental Asset Management, LLC | 19 | 19 | 0.51% | 1.08% | 1.87% | Q4 2014 | Q2 2019 | 19 |
Parallel Advisors, LLC | 13 | 6 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 19 |
Evanson Asset Management, LLC | 17 | 2 | 0.04% | 0.18% | 0.36% | Q4 2013 | Q3 2018 | 19 |
WHALEROCK POINT PARTNERS, LLC | 10 | 9 | 0.11% | 0.37% | 0.78% | Q4 2013 | Q3 2018 | 19 |
MYCIO WEALTH PARTNERS, LLC | 12 | 3 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2019 | 19 |
Sargent Bickham Lagudis LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2020 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2017 | 19 |
SOLARIS ASSET MANAGEMENT LLC | 10 | 9 | 0.02% | 0.26% | 0.83% | Q2 2013 | Q3 2018 | 19 |
Clearstead Advisors, LLC | 11 | 1 | 0.00% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 19 |
Sageworth Trust Co | 17 | 1 | 0.10% | 1.48% | 3.76% | Q3 2015 | Q4 2021 | 19 |
Chesley Taft & Associates LLC | 16 | 3 | 0.04% | 0.27% | 0.68% | Q2 2013 | Q3 2019 | 19 |
M&T BANK CORP | 19 | 19 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2017 | 19 |
RMB Capital Management, LLC | 15 | 4 | 0.01% | 0.02% | 0.26% | Q4 2017 | Q3 2023 | 19 |
Fiera Capital Corp | 18 | 18 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q4 2020 | 18 |
MUFG Americas Holdings Corp | 12 | 6 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q1 2016 | 18 |
Camelot Portfolios, LLC | 18 | 18 | 0.29% | 0.46% | 0.71% | Q2 2013 | Q3 2017 | 18 |
BRR OpCo, LLC | 18 | 18 | 0.03% | 6.19% | 9.62% | Q1 2016 | Q2 2020 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.08% | 0.27% | 0.53% | Q2 2013 | Q3 2017 | 18 |
CITIZENS FINANCIAL GROUP INC/RI | 18 | 18 | 0.00% | 0.04% | 0.27% | Q4 2015 | Q1 2020 | 18 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 18 | 18 | 0.03% | 0.07% | 0.18% | Q1 2016 | Q2 2020 | 18 |
MISSION WEALTH MANAGEMENT, LP | 16 | 1 | 0.02% | 0.26% | 1.09% | Q2 2015 | Q1 2020 | 18 |
DAVIDSON & GARRARD INC | 18 | 18 | 0.43% | 1.33% | 2.80% | Q2 2013 | Q3 2017 | 18 |
Asset Planning Services, Ltd. | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q3 2019 | 18 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.05% | 0.33% | 0.77% | Q2 2013 | Q3 2017 | 18 |
IMA Wealth, Inc. | 17 | 1 | 0.06% | 1.77% | 2.50% | Q2 2013 | Q4 2018 | 18 |
CHOREO, LLC | 18 | 18 | 0.02% | 0.57% | 1.84% | Q1 2014 | Q2 2018 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.08% | 0.20% | 0.36% | Q2 2013 | Q3 2017 | 18 |
LAKE STREET PRIVATE WEALTH, LLC | 18 | 18 | 0.39% | 0.62% | 1.40% | Q2 2019 | Q3 2023 | 18 |
Citizens Business Bank | 10 | 7 | 0.04% | 1.30% | 3.16% | Q3 2013 | Q3 2019 | 17 |
Capital Asset Advisory Services LLC | 7 | 1 | 0.00% | 0.20% | 0.57% | Q4 2015 | Q3 2022 | 17 |
Joel Isaacson & Co., LLC | 17 | 17 | 0.00% | 0.03% | 0.09% | Q4 2012 | Q4 2016 | 17 |
VICUS CAPITAL | 17 | 17 | 0.05% | 0.83% | 4.38% | Q2 2013 | Q2 2017 | 17 |
NICOLET ADVISORY SERVICES, LLC | 17 | 17 | 0.25% | 1.18% | 1.82% | Q3 2019 | Q3 2023 | 17 |
NICOLET BANKSHARES INC | 17 | 17 | 0.57% | 1.52% | 2.62% | Q3 2019 | Q3 2023 | 17 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 16 | 1 | 0.00% | 0.11% | 0.17% | Q1 2015 | Q1 2020 | 17 |
Marquette Asset Management, LLC | 9 | 8 | 0.41% | 1.25% | 4.60% | Q2 2013 | Q3 2019 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2021 | 17 |
HCR Wealth Advisors | 17 | 17 | 0.06% | 1.03% | 2.62% | Q4 2016 | Q4 2020 | 17 |
SEI INVESTMENTS CO | 17 | 17 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2019 | 17 |
Perella Weinberg Partners Capital Management LP | 13 | 4 | 0.12% | 0.96% | 4.63% | Q2 2016 | Q2 2022 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2017 | 17 |
SYNOVUS FINANCIAL CORP | 8 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2020 | 17 |
Capital Investment Advisory Services, LLC | 17 | 17 | 0.00% | 0.08% | 0.11% | Q3 2018 | Q3 2022 | 17 |
HOWE & RUSLING INC | 14 | 3 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2017 | 17 |
Invesco Ltd. | 14 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2019 | 17 |
SAGE FINANCIAL GROUP INC | 17 | 17 | 0.09% | 5.27% | 11.78% | Q2 2015 | Q2 2019 | 17 |
First Personal Financial Services | 17 | 17 | 0.00% | 0.03% | 0.28% | Q4 2014 | Q4 2018 | 17 |
Taylor Wealth Management Partners | 15 | 1 | 0.02% | 0.24% | 0.45% | Q1 2015 | Q3 2021 | 16 |
EVOKE WEALTH, LLC | 15 | 1 | 0.00% | 0.02% | 0.09% | Q3 2019 | Q3 2023 | 16 |
REGIONS FINANCIAL CORP | 10 | 6 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q1 2019 | 16 |
Steinberg Global Asset Management | 16 | 16 | 0.04% | 0.69% | 1.33% | Q2 2013 | Q1 2017 | 16 |
Alpha Cubed Investments, LLC | 12 | 4 | 0.03% | 0.34% | 0.70% | Q4 2013 | Q3 2019 | 16 |
Pointe Capital Management LLC | 15 | 1 | 0.12% | 0.37% | 0.77% | Q3 2018 | Q1 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 8 | 4 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 16 |
Essex Financial Services, Inc. | 10 | 1 | 0.03% | 0.29% | 3.62% | Q2 2013 | Q1 2023 | 16 |
FineMark National Bank & Trust | 16 | 16 | 0.06% | 0.23% | 0.56% | Q2 2013 | Q1 2017 | 16 |
Belpointe Asset Management LLC | 11 | 1 | 0.01% | 0.06% | 0.67% | Q3 2017 | Q1 2023 | 16 |
QUADRANT CAPITAL GROUP LLC | 14 | 2 | 0.00% | 0.03% | 0.23% | Q3 2015 | Q1 2023 | 16 |
Strategic Wealth Partners, Ltd. | 15 | 1 | 0.03% | 0.71% | 2.08% | Q4 2017 | Q1 2023 | 16 |
RPg Family Wealth Advisory, LLC | 14 | 1 | 0.04% | 0.36% | 1.06% | Q1 2017 | Q2 2023 | 16 |
Risk Paradigm Group, LLC | 16 | 16 | 0.09% | 1.01% | 2.72% | Q1 2015 | Q4 2018 | 16 |
PATHSTONE FAMILY OFFICE, LLC | 11 | 1 | 0.00% | 0.24% | 3.14% | Q1 2016 | Q3 2023 | 16 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 12 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2019 | 16 |
CAPITAL ADVISORS INC/OK | 16 | 16 | 0.01% | 0.08% | 0.19% | Q4 2016 | Q3 2020 | 16 |
Texas Yale Capital Corp. | 16 | 16 | 0.02% | 0.11% | 0.22% | Q2 2013 | Q1 2017 | 16 |
HOWARD WEALTH MANAGEMENT, LLC | 16 | 16 | 0.16% | 0.25% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Well Done, LLC | 16 | 16 | 0.03% | 0.10% | 0.16% | Q1 2017 | Q4 2020 | 16 |
MERCER GLOBAL ADVISORS INC /ADV | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 16 | 16 | 0.55% | 0.95% | 1.32% | Q1 2014 | Q4 2017 | 16 |
NewEdge Advisors, LLC | 10 | 6 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 16 |
Roundview Capital LLC | 16 | 16 | 0.08% | 0.23% | 0.34% | Q4 2014 | Q3 2018 | 16 |
NOMURA HOLDINGS INC | 6 | 2 | 0.00% | 0.09% | 0.52% | Q2 2013 | Q1 2018 | 16 |
Fieldpoint Private Securities, LLC | 9 | 2 | 0.00% | 0.07% | 0.43% | Q3 2017 | Q2 2022 | 16 |
FIRST INTERSTATE BANK | 9 | 7 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2019 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.03% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Tranquility Partners, LLC | 15 | 15 | 0.23% | 0.28% | 0.34% | Q1 2020 | Q3 2023 | 15 |
Keudell/Morrison Wealth Management | 15 | 15 | 0.19% | 0.27% | 0.33% | Q1 2020 | Q3 2023 | 15 |
Jaffetilchin Investment Partners, LLC | 12 | 1 | 0.02% | 2.42% | 6.28% | Q2 2013 | Q3 2023 | 15 |
Ruggie Capital Group | 12 | 1 | 0.00% | 0.38% | 0.68% | Q4 2014 | Q4 2018 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.06% | 0.15% | 0.39% | Q2 2013 | Q4 2016 | 15 |
HOLLENCREST CAPITAL MANAGEMENT | 8 | 3 | 0.00% | 0.70% | 1.72% | Q4 2013 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 15 |
Fiduciary Group LLC | 12 | 3 | 0.02% | 0.23% | 1.64% | Q2 2015 | Q3 2023 | 15 |
FORTEM FINANCIAL GROUP, LLC | 15 | 15 | 0.49% | 3.52% | 6.10% | Q1 2020 | Q3 2023 | 15 |
Transamerica Financial Advisors, Inc. | 10 | 1 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q2 2020 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.01% | 0.03% | 0.05% | Q2 2016 | Q4 2019 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2023 | 15 |
Mosaic Financial Partners, Inc. | 13 | 2 | 0.26% | 5.07% | 8.38% | Q2 2013 | Q4 2017 | 15 |
Barry Investment Advisors, LLC | 15 | 15 | 0.65% | 1.49% | 4.23% | Q3 2018 | Q1 2022 | 15 |
Lenox Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.10% | 0.33% | Q2 2013 | Q2 2021 | 15 |
COLONY GROUP LLC | 9 | 6 | 0.01% | 0.55% | 1.36% | Q4 2013 | Q1 2020 | 15 |
WFG Advisors, LP | 14 | 14 | 0.00% | 0.12% | 0.52% | Q2 2013 | Q3 2016 | 14 |
Arrow Investment Advisors, LLC | 6 | 3 | 1.12% | 1.79% | 3.00% | Q3 2013 | Q3 2023 | 14 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 14 | 14 | 0.02% | 0.07% | 0.14% | Q1 2016 | Q2 2019 | 14 |
SignalPoint Asset Management, LLC | 14 | 14 | 0.08% | 0.18% | 0.72% | Q3 2013 | Q4 2016 | 14 |
SNS Financial Group, LLC | 10 | 4 | 0.37% | 1.28% | 3.01% | Q1 2013 | Q4 2017 | 14 |
Northeast Financial Consultants Inc | 11 | 3 | 0.02% | 0.46% | 0.94% | Q4 2013 | Q3 2019 | 14 |
Manchester Capital Management LLC | 9 | 5 | 0.01% | 0.25% | 0.68% | Q2 2013 | Q4 2018 | 14 |
Sigma Planning Corp | 7 | 1 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 14 |
BlackRock Inc. | 14 | 14 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2019 | 14 |
Keel Point, LLC | 12 | 2 | 0.05% | 0.12% | 0.22% | Q2 2017 | Q2 2023 | 14 |
Castle Rock Wealth Management, LLC | 14 | 14 | 0.61% | 0.89% | 1.24% | Q2 2020 | Q3 2023 | 14 |
IBERIABANK CORP | 13 | 1 | 0.02% | 1.57% | 3.94% | Q4 2012 | Q1 2019 | 14 |
ATLAS CAPITAL ADVISORS LLC | 13 | 1 | 0.07% | 0.44% | 0.84% | Q1 2018 | Q3 2021 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.03% | 0.14% | Q4 2015 | Q1 2019 | 14 |
BROWN BROTHERS HARRIMAN & CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2013 | Q3 2022 | 14 |
FMR LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 14 |
KLINGENSTEIN FIELDS & CO LP | 10 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 14 |
OneDigital Investment Advisors LLC | 13 | 1 | 0.00% | 0.20% | 0.65% | Q2 2017 | Q4 2020 | 14 |
Capital Advisory Group Advisory Services, LLC | 7 | 7 | 0.01% | 0.71% | 1.67% | Q1 2018 | Q3 2023 | 14 |
TOWNSQUARE CAPITAL LLC | 10 | 4 | 0.01% | 0.02% | 0.04% | Q1 2020 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2016 | 14 |
TIEDEMANN TRUST CO | 13 | 13 | 0.10% | 0.74% | 3.05% | Q2 2013 | Q2 2016 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.02% | 0.06% | Q4 2013 | Q4 2016 | 13 |
Cordasco Financial Network | 13 | 13 | 0.01% | 0.05% | 0.13% | Q4 2013 | Q4 2016 | 13 |
ASSETMARK, INC | 10 | 1 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q1 2020 | 13 |
CLEAR STREET MARKETS LLC | 9 | 1 | 0.01% | 0.06% | 0.13% | Q3 2014 | Q3 2020 | 13 |
CIBC WORLD MARKET INC. | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 13 |
TIEDEMANN ADVISORS, LLC | 5 | 2 | 0.01% | 0.77% | 3.60% | Q3 2014 | Q3 2019 | 13 |
OXFORD FINANCIAL GROUP, LTD. LLC | 4 | 1 | 0.00% | 4.87% | 17.75% | Q4 2016 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2023 | 13 |
VALENTINE VENTURES LLC | 9 | 4 | 2.34% | 5.08% | 12.77% | Q4 2014 | Q3 2019 | 13 |
SIGMA INVESTMENT COUNSELORS INC | 7 | 2 | 0.02% | 0.21% | 0.45% | Q2 2013 | Q2 2019 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.04% | 0.35% | 1.12% | Q2 2014 | Q2 2017 | 13 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 10 | 3 | 0.00% | 0.12% | 0.27% | Q2 2013 | Q1 2019 | 13 |
Sugarloaf Wealth Management, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 13 |
Pinnacle Holdings, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 13 |
TFO Wealth Partners, LLC | 13 | 13 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q4 2022 | 13 |
BAHL & GAYNOR INC | 13 | 13 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2018 | 13 |
Renaissance Technologies | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 13 |
DIMENSION CAPITAL MANAGEMENT LLC | 13 | 13 | 0.42% | 2.59% | 6.69% | Q4 2016 | Q4 2019 | 13 |
Evercore Wealth Management, LLC | 6 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2017 | 13 |
Clearwater Capital Advisors, LLC | 12 | 12 | 1.35% | 1.73% | 2.07% | Q1 2017 | Q4 2019 | 12 |
FFT WEALTH MANAGEMENT LLC | 12 | 12 | 2.76% | 5.16% | 7.77% | Q4 2015 | Q3 2018 | 12 |
RICE HALL JAMES & ASSOCIATES, LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2016 | 12 |
KAYS FINANCIAL ADVISORY CORP /ADV | 12 | 12 | 0.06% | 0.08% | 0.14% | Q4 2017 | Q3 2020 | 12 |
CENTRAL TRUST Co | 10 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2019 | 12 |
RiverFront Investment Group, LLC | 12 | 12 | 0.68% | 1.58% | 2.60% | Q2 2009 | Q1 2012 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 6 | 1 | 0.02% | 0.11% | 0.24% | Q1 2015 | Q4 2018 | 12 |
STIFEL FINANCIAL CORP | 12 | 12 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2016 | 12 |
SHEETS SMITH WEALTH MANAGEMENT | 8 | 4 | 0.05% | 0.58% | 1.53% | Q1 2013 | Q4 2017 | 12 |
D.A. DAVIDSON & CO. | 7 | 5 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2017 | 12 |
WEALTHSOURCE PARTNERS, LLC | 12 | 12 | 0.05% | 0.10% | 0.14% | Q2 2016 | Q1 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
Newfound Research LLC | 8 | 1 | 0.00% | 0.79% | 1.89% | Q2 2016 | Q2 2020 | 12 |
Brookstone Capital Management | 5 | 1 | 0.01% | 0.06% | 0.19% | Q2 2015 | Q3 2020 | 12 |
Annandale Capital, LLC | 12 | 12 | 0.12% | 0.25% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Nadler Financial Group, Inc. | 11 | 1 | 0.07% | 0.44% | 0.96% | Q2 2013 | Q1 2017 | 12 |
MILLENNIUM MANAGEMENT LLC | 5 | 1 | 0.00% | 0.01% | 0.05% | Q3 2014 | Q2 2023 | 12 |
Cetera Investment Advisers | 11 | 1 | 0.00% | 0.01% | 0.11% | Q2 2016 | Q3 2023 | 12 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 12 |
Laurel Wealth Advisors LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2018 | Q3 2021 | 12 |
Compagnie Lombard Odier SCmA | 10 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q2 2018 | 12 |
BENJAMIN EDWARDS INC | 12 | 12 | 0.00% | 0.40% | 1.75% | Q1 2019 | Q4 2021 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sound Income Strategies, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2020 | 12 |
Advisors Capital Management, LLC | 4 | 1 | 0.01% | 0.15% | 0.56% | Q2 2016 | Q4 2022 | 11 |
JNBA Financial Advisors | 10 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 11 |
Shamrock Asset Management LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2016 | 11 |
CAPITAL ONE, NATIONAL ASSOCIATION | 11 | 11 | 0.08% | 0.15% | 0.24% | Q4 2015 | Q2 2018 | 11 |
ClearBridge Investments | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2020 | 11 |
Affiance Financial, LLC | 7 | 4 | 0.01% | 0.86% | 3.17% | Q4 2014 | Q3 2020 | 11 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2022 | 11 |
STONE RUN CAPITAL, LLC | 11 | 11 | 0.16% | 0.45% | 0.66% | Q2 2013 | Q4 2015 | 11 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.60% | 0.70% | 0.80% | Q1 2021 | Q3 2023 | 11 |
Ballentine Partners, LLC | 11 | 11 | 0.10% | 0.36% | 0.46% | Q2 2017 | Q4 2019 | 11 |
MML INVESTORS SERVICES, LLC | 11 | 11 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q4 2019 | 11 |
WASHINGTON TRUST BANK | 8 | 3 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q1 2018 | 11 |
Concert Wealth Management Inc. | 10 | 1 | 0.01% | 0.06% | 0.09% | Q2 2013 | Q3 2016 | 11 |
Core Wealth Advisors, Inc. | 11 | 11 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q2 2022 | 11 |
Ancora Advisors LLC | 8 | 1 | 0.00% | 0.14% | 0.29% | Q2 2013 | Q3 2018 | 11 |
LGL PARTNERS, LLC | 11 | 11 | 0.16% | 0.45% | 1.10% | Q4 2015 | Q2 2018 | 11 |
Tolleson Wealth Management, Inc. | 10 | 1 | 0.05% | 0.73% | 7.38% | Q4 2018 | Q1 2022 | 11 |
Laird Norton Wetherby Wealth Management, LLC | 11 | 11 | 0.22% | 0.63% | 1.06% | Q3 2017 | Q1 2020 | 11 |
CAPITAL CITY TRUST CO/FL | 10 | 1 | 0.08% | 0.28% | 0.42% | Q2 2013 | Q1 2017 | 11 |
Peak Financial Management, Inc. | 10 | 1 | 0.99% | 2.51% | 3.29% | Q4 2015 | Q3 2018 | 11 |
Westbourne Investment Advisors, Inc. | 10 | 1 | 0.12% | 0.31% | 0.55% | Q2 2015 | Q3 2018 | 11 |
Montecito Bank & Trust | 7 | 1 | 0.06% | 0.54% | 1.25% | Q1 2014 | Q4 2019 | 11 |
BEACON TRUST CO | 11 | 11 | 0.04% | 0.48% | 1.03% | Q1 2013 | Q3 2015 | 11 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
NatWest Group plc | 10 | 10 | 0.04% | 0.10% | 0.23% | Q2 2013 | Q3 2015 | 10 |
TWO SIGMA SECURITIES, LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q2 2023 | 10 |
IFC Holdings Incorporated/FL | 10 | 10 | 0.05% | 0.09% | 0.12% | Q2 2013 | Q3 2015 | 10 |
Global Endowment Management, LP | 10 | 10 | 0.10% | 0.44% | 0.89% | Q3 2017 | Q4 2019 | 10 |
Freedom Investment Management, Inc. | 5 | 1 | 0.02% | 0.05% | 0.33% | Q4 2015 | Q1 2019 | 10 |
ASSOCIATED BANC-CORP | 10 | 10 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q4 2019 | 10 |
Laird Norton Wetherby Trust Company, LLC | 10 | 10 | 0.12% | 0.19% | 0.34% | Q2 2021 | Q3 2023 | 10 |
KING LUTHER CAPITAL MANAGEMENT CORP | 10 | 10 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Sterling Investment Advisors, Ltd. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2019 | 10 |
People's United Financial, Inc. | 6 | 4 | 0.00% | 0.04% | 0.08% | Q2 2014 | Q2 2017 | 10 |
Kistler-Tiffany Companies, LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2015 | 10 |
FINANCIAL COUNSELORS INC | 10 | 10 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2015 | 10 |
Covington Capital Management | 10 | 10 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2019 | 10 |
Busey Bank | 9 | 1 | 0.00% | 0.04% | 0.05% | Q2 2013 | Q4 2019 | 10 |
Adams Asset Advisors, LLC | 10 | 10 | 0.07% | 0.21% | 0.27% | Q2 2015 | Q3 2017 | 10 |
SECURITY NATIONAL TRUST CO | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
Windham Capital Management, LLC | 9 | 1 | 0.04% | 2.38% | 3.62% | Q2 2013 | Q4 2019 | 10 |
Stratos Wealth Advisors, LLC | 4 | 1 | 0.02% | 0.14% | 0.74% | Q4 2018 | Q3 2023 | 9 |
FIDUCIARY COUNSELLING INC | 9 | 9 | 1.06% | 8.43% | 11.03% | Q3 2016 | Q3 2018 | 9 |
Wharton Business Group, LLC | 9 | 9 | 0.45% | 1.97% | 3.40% | Q2 2013 | Q2 2015 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 9 | 0.07% | 0.21% | 0.32% | Q2 2013 | Q2 2015 | 9 |
Crestwood Advisors Group, LLC | 9 | 9 | 0.87% | 0.98% | 1.09% | Q1 2017 | Q1 2019 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.16% | 0.22% | 0.28% | Q3 2021 | Q3 2023 | 9 |
FIRST FOUNDATION ADVISORS | 8 | 1 | 0.01% | 0.09% | 0.56% | Q1 2015 | Q3 2021 | 9 |
Providence Capital Advisors, LLC | 9 | 9 | 0.32% | 0.43% | 0.57% | Q4 2017 | Q4 2019 | 9 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 5 | 4 | 0.15% | 0.31% | 0.63% | Q1 2014 | Q4 2017 | 9 |
ROTHSCHILD INVESTMENT LLC /IL | 9 | 9 | 0.03% | 0.09% | 0.12% | Q4 2015 | Q4 2017 | 9 |
THOMASPARTNERS, INC. | 9 | 9 | 0.01% | 0.25% | 0.51% | Q2 2013 | Q2 2015 | 9 |
IEQ CAPITAL, LLC | 9 | 9 | 0.02% | 0.11% | 0.26% | Q4 2019 | Q4 2021 | 9 |
Cypress Wealth Advisors LLC | 9 | 9 | 0.23% | 0.31% | 0.52% | Q2 2015 | Q2 2017 | 9 |
Carnegie Capital Asset Management, LLC | 8 | 1 | 0.03% | 0.05% | 0.07% | Q3 2014 | Q3 2017 | 9 |
Horrell Capital Management, Inc. | 9 | 9 | 0.00% | 0.05% | 0.06% | Q2 2013 | Q2 2015 | 9 |
Ranch Capital Advisors Inc. | 9 | 9 | 0.01% | 0.05% | 0.22% | Q3 2019 | Q3 2021 | 9 |
ProVise Management Group, LLC | 9 | 9 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q2 2015 | 9 |
Argentus Capital Management, LLC | 5 | 4 | 0.02% | 0.11% | 0.16% | Q4 2013 | Q3 2016 | 9 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.13% | 1.05% | Q1 2018 | Q3 2023 | 9 |
Haverford Financial Services, Inc. | 9 | 9 | 0.09% | 0.11% | 0.12% | Q4 2015 | Q4 2017 | 9 |
Arcus Capital Partners, LLC | 8 | 1 | 0.00% | 1.00% | 1.93% | Q4 2015 | Q4 2022 | 9 |
PRENTISS SMITH & CO INC | 8 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2017 | 9 |
Litman Gregory Wealth Management LLC | 7 | 2 | 0.00% | 0.03% | 0.08% | Q3 2016 | Q1 2019 | 9 |
CITY NATIONAL BANK | 9 | 9 | 0.00% | 0.12% | 0.26% | Q3 2013 | Q3 2015 | 9 |
Alexandria Capital, LLC | 8 | 1 | 0.01% | 0.07% | 0.09% | Q2 2013 | Q4 2016 | 9 |
Barrett Asset Management, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2021 | 9 |
Soroban Capital Partners LP | 7 | 2 | 0.89% | 1.53% | 3.13% | Q3 2014 | Q4 2018 | 9 |
TECTONIC ADVISORS LLC | 9 | 9 | 0.01% | 0.04% | 0.09% | Q4 2020 | Q4 2022 | 9 |
Capital Bank & Trust Co | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2020 | 9 |
Berkeley Capital Partners, LLC | 8 | 1 | 0.08% | 0.43% | 1.26% | Q4 2015 | Q3 2020 | 9 |
Verity & Verity, LLC | 8 | 8 | 0.36% | 0.49% | 0.63% | Q2 2013 | Q1 2015 | 8 |
BANK OF THE WEST | 5 | 3 | 0.03% | 0.05% | 0.14% | Q4 2014 | Q2 2017 | 8 |
Mariner Wealth Advisors-Cincinnati, LLC | 8 | 8 | 0.02% | 0.79% | 1.16% | Q4 2015 | Q3 2017 | 8 |
Waverly Advisors, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 8 |
VSR Financial Services, Inc. | 7 | 1 | 0.02% | 0.13% | 0.26% | Q2 2013 | Q2 2015 | 8 |
YorkBridge Wealth Partners, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2018 | 8 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 2 | 1 | 0.00% | 0.09% | 0.42% | Q4 2015 | Q4 2021 | 8 |
Lipe & Dalton | 8 | 8 | 0.14% | 0.16% | 0.19% | Q2 2013 | Q1 2015 | 8 |
BBVA USA Bancshares, Inc. | 8 | 8 | 0.02% | 0.30% | 0.59% | Q2 2013 | Q1 2015 | 8 |
Castleview Partners, LLC | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Clear Perspective Advisors, LLC | 8 | 8 | 0.06% | 0.24% | 1.24% | Q4 2016 | Q3 2018 | 8 |
Caprock Group, LLC | 6 | 2 | 0.06% | 2.92% | 5.28% | Q4 2015 | Q2 2020 | 8 |
Capital Advisors, Ltd. LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q3 2018 | 8 |
Uniplan Investment Counsel, Inc. | 8 | 8 | 0.63% | 0.78% | 0.89% | Q1 2018 | Q4 2019 | 8 |
Investors Financial Group, LLC | 8 | 8 | 0.26% | 0.34% | 0.57% | Q4 2019 | Q3 2021 | 8 |
AlphaStar Capital Management, LLC | 6 | 2 | 0.00% | 0.32% | 1.86% | Q4 2017 | Q2 2020 | 8 |
My Personal CFO, LLC | 8 | 8 | 0.92% | 1.63% | 2.16% | Q4 2021 | Q3 2023 | 8 |
Simmons Bank | 7 | 1 | 0.02% | 0.06% | 0.11% | Q1 2017 | Q1 2019 | 8 |
Perigon Wealth Management, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q1 2018 | 8 |
Rock Point Advisors, LLC | 8 | 8 | 0.17% | 0.73% | 1.18% | Q4 2018 | Q3 2020 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Bouchey Financial Group Ltd | 8 | 8 | 2.29% | 2.43% | 2.63% | Q4 2013 | Q3 2015 | 8 |
Dynamic Advisor Solutions LLC | 4 | 1 | 0.11% | 1.11% | 2.19% | Q2 2014 | Q4 2019 | 8 |
INSIGHT 2811, INC. | 6 | 2 | 0.25% | 1.00% | 1.49% | Q2 2013 | Q3 2017 | 8 |
First Heartland Consultants, Inc. | 8 | 8 | 0.04% | 0.09% | 0.13% | Q3 2015 | Q2 2017 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 1.67% | 1.86% | 2.05% | Q2 2013 | Q1 2015 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.11% | 0.14% | 0.17% | Q2 2013 | Q1 2015 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.04% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 5 | 3 | 0.00% | 0.31% | 2.35% | Q4 2014 | Q1 2017 | 8 |
Lenox Wealth Management, Inc. | 8 | 8 | 0.08% | 0.12% | 0.16% | Q4 2015 | Q3 2017 | 8 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 1 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q1 2019 | 8 |
TEXAS CAPITAL BANCSHARES INC/TX | 8 | 8 | 4.55% | 9.11% | 17.59% | Q2 2013 | Q1 2015 | 8 |
Weatherstone Capital Management | 7 | 1 | 0.19% | 0.51% | 1.13% | Q2 2013 | Q4 2015 | 8 |
Cornerstone Financial Partners, LLC | 8 | 8 | 0.12% | 3.59% | 6.20% | Q1 2016 | Q4 2017 | 8 |
ADVISORY RESEARCH INC | 2 | 1 | 0.00% | 0.19% | 0.49% | Q4 2013 | Q4 2018 | 8 |
Smallwood Wealth Investment Management, LLC | 8 | 8 | 1.07% | 1.26% | 1.46% | Q4 2021 | Q3 2023 | 8 |
MGO ONE SEVEN LLC | 5 | 1 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q3 2023 | 8 |
THRIVENT FINANCIAL FOR LUTHERANS | 5 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2021 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.04% | 0.21% | 0.34% | Q2 2013 | Q1 2015 | 8 |
Garrison Asset Management, LLC | 7 | 1 | 0.10% | 0.17% | 0.21% | Q2 2016 | Q3 2018 | 8 |
RFG Advisory, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
TRIANGLE PEAK PARTNERS, LP | 8 | 8 | 1.20% | 1.59% | 2.73% | Q4 2013 | Q3 2015 | 8 |
Stone Point Wealth LLC | 8 | 8 | 0.55% | 0.65% | 0.75% | Q4 2021 | Q3 2023 | 8 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 8 | 8 | 1.66% | 3.02% | 4.20% | Q4 2015 | Q3 2017 | 8 |
Atlantic Union Bankshares Corp | 8 | 8 | 0.65% | 2.63% | 3.94% | Q1 2014 | Q4 2015 | 8 |
Coastwise Capital Group, LLC | 7 | 7 | 0.36% | 0.41% | 0.49% | Q1 2022 | Q3 2023 | 7 |
PRIO WEALTH LIMITED PARTNERSHIP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Orion Portfolio Solutions, LLC | 4 | 3 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 7 |
M Holdings Securities, Inc. | 6 | 1 | 0.20% | 0.31% | 0.40% | Q1 2014 | Q4 2015 | 7 |
LINCOLN NATIONAL CORP | 5 | 2 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2019 | 7 |
Virtu KCG Holdings LLC | 2 | 1 | 0.00% | 0.05% | 0.25% | Q3 2013 | Q2 2017 | 7 |
Yellowstone Partners, LLC | 7 | 7 | 0.16% | 0.19% | 0.22% | Q4 2013 | Q2 2015 | 7 |
EVERETT HARRIS & CO /CA/ | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 7 |
MPS Loria Financial Planners, LLC | 5 | 1 | 0.13% | 1.95% | 4.39% | Q4 2017 | Q4 2020 | 7 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q4 2015 | 7 |
ZACKS INVESTMENT MANAGEMENT | 3 | 1 | 0.01% | 0.07% | 0.27% | Q4 2013 | Q4 2019 | 7 |
BROOKS, MOORE & ASSOCIATES, INC. | 7 | 7 | 0.27% | 0.75% | 1.45% | Q4 2018 | Q2 2020 | 7 |
NORTHSTAR WEALTH PARTNERS LLC | 4 | 1 | 0.10% | 0.62% | 1.75% | Q1 2017 | Q2 2019 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.18% | 0.31% | 0.51% | Q2 2013 | Q4 2014 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q4 2014 | 7 |
HT Partners LLC | 7 | 7 | 0.22% | 0.30% | 0.42% | Q2 2013 | Q4 2014 | 7 |
AMI INVESTMENT MANAGEMENT INC | 7 | 7 | 0.65% | 0.77% | 0.99% | Q2 2018 | Q4 2019 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q4 2014 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.67% | 0.90% | 1.15% | Q4 2016 | Q2 2018 | 7 |
IHT Wealth Management, LLC | 5 | 2 | 0.02% | 0.03% | 0.05% | Q1 2017 | Q2 2021 | 7 |
SouthState Corp | 6 | 1 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q1 2015 | 7 |
Friedberg Investment Management | 7 | 7 | 1.14% | 1.23% | 1.36% | Q2 2013 | Q4 2014 | 7 |
Independence Bank of Kentucky | 7 | 7 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
SHINE INVESTMENT ADVISORY SERVICES INC | 5 | 2 | 0.01% | 2.25% | 11.67% | Q3 2015 | Q3 2018 | 7 |
RiverGlades Family Offices LLC | 4 | 3 | 0.60% | 0.69% | 0.75% | Q1 2018 | Q4 2019 | 7 |
WOLVERINE ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q3 2022 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MOODY LYNN & LIEBERSON, LLC | 5 | 1 | 0.03% | 0.06% | 0.19% | Q2 2013 | Q4 2014 | 6 |
NewFocus Financial Group, LLC | 4 | 2 | 0.14% | 0.88% | 1.98% | Q3 2015 | Q3 2017 | 6 |
Canal Capital Management, LLC | 5 | 1 | 0.22% | 0.91% | 3.69% | Q4 2014 | Q4 2018 | 6 |
Morling Financial Advisors, LLC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q4 2021 | Q1 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
WRAPMANAGER INC | 5 | 1 | 0.09% | 0.14% | 0.22% | Q2 2016 | Q1 2018 | 6 |
Berman Capital Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2020 | 6 |
Smithfield Trust Co | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q3 2015 | 6 |
BOK Financial Private Wealth, Inc. | 4 | 2 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q1 2017 | 6 |
Tuttle Capital Management, LLC | 3 | 1 | 0.19% | 0.67% | 1.49% | Q4 2016 | Q1 2020 | 6 |
Private Capital Management, LLC | 4 | 2 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Gainplan LLC | 3 | 1 | 1.94% | 3.51% | 5.21% | Q4 2016 | Q1 2019 | 6 |
JOYN Advisors, Inc. | 5 | 1 | 0.04% | 0.37% | 0.63% | Q1 2018 | Q4 2019 | 6 |
CULLEN/FROST BANKERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
MATRIX ASSET ADVISORS INC/NY | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q2 2015 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
COMERICA SECURITIES INC | 5 | 1 | 0.04% | 0.06% | 0.13% | Q2 2016 | Q4 2018 | 6 |
Visionary Asset Management, Inc. | 6 | 6 | 0.01% | 0.09% | 0.13% | Q3 2013 | Q4 2014 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.04% | 0.07% | Q2 2017 | Q3 2017 | 6 |
Spire Wealth Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
Ironsides Asset Advisors, LLC | 6 | 6 | 0.16% | 0.88% | 1.19% | Q2 2014 | Q3 2015 | 6 |
PEAK6 Group LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q4 2015 | 6 |
Private Capital Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2019 | 6 |
Thomas J. Herzfeld Advisors, Inc. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q1 2016 | 6 |
UBS AG | 6 | 6 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2014 | 6 |
OPPENHEIMER & CO INC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2023 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.26% | 0.71% | 1.01% | Q4 2014 | Q1 2016 | 6 |
HARBOUR INVESTMENTS, INC. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Curi Wealth Management, LLC | 3 | 3 | 0.00% | 0.59% | 1.33% | Q4 2020 | Q2 2022 | 6 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.51% | 1.48% | Q4 2015 | Q4 2021 | 6 |
Key FInancial Inc | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Wakefield Asset Management LLLP | 5 | 1 | 0.02% | 0.57% | 1.24% | Q3 2018 | Q1 2020 | 6 |
Advisory Services & Investments, LLC | 6 | 6 | 0.35% | 1.90% | 2.93% | Q1 2021 | Q2 2022 | 6 |
Armor Investment Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Cutter & CO Brokerage, Inc. | 6 | 6 | 0.03% | 0.06% | 0.09% | Q2 2019 | Q3 2020 | 6 |
DAVENPORT & Co LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Rye Brook Capital LLC | 6 | 6 | 1.49% | 2.41% | 3.01% | Q4 2020 | Q1 2022 | 6 |
Hanlon Investment Management, Inc. | 6 | 6 | 0.21% | 0.30% | 0.44% | Q1 2019 | Q2 2020 | 6 |
Biltmore Capital Advisors LLC | 6 | 6 | 0.04% | 1.11% | 1.85% | Q1 2019 | Q2 2020 | 6 |
Sterling Capital Management LLC | 6 | 6 | 0.10% | 0.12% | 0.14% | Q1 2013 | Q2 2014 | 6 |
Weiss Multi-Strategy Advisers LLC | 2 | 1 | 0.09% | 0.25% | 0.39% | Q3 2014 | Q2 2019 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.44% | 0.51% | 0.60% | Q2 2013 | Q3 2014 | 6 |
IBEX WEALTH ADVISORS | 3 | 1 | 0.02% | 0.29% | 0.77% | Q4 2016 | Q2 2020 | 6 |
Mizuho Asset Management Co.,Ltd. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Valeo Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2020 | 6 |
HL FINANCIAL SERVICES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Dorsey Wright & Associates | 5 | 5 | 1.79% | 1.88% | 1.93% | Q3 2013 | Q3 2014 | 5 |
Equitable Holdings, Inc. | 5 | 5 | 0.02% | 0.11% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Belmont Global Advisors, Inc. | 5 | 5 | 0.15% | 0.23% | 0.26% | Q2 2014 | Q2 2015 | 5 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 4 | 1 | 0.19% | 1.07% | 2.67% | Q4 2017 | Q4 2019 | 5 |
FOSTER DYKEMA CABOT & CO INC/MA | 5 | 5 | 1.30% | 2.17% | 3.10% | Q4 2015 | Q4 2016 | 5 |
Aptus Capital Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
RAYMOND JAMES TRUST N.A. | 3 | 2 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q4 2016 | 5 |
FourThought Financial, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.00% | 0.04% | 0.14% | Q4 2014 | Q1 2022 | 5 |
Archford Capital Strategies, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2017 | 5 |
CAPITAL GUARDIAN TRUST CO | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2017 | 5 |
Daniel Devine & Co | 5 | 5 | 0.21% | 0.36% | 0.55% | Q4 2014 | Q4 2015 | 5 |
Bridgewater Wealth & Financial Management, LLC | 3 | 1 | 0.16% | 0.78% | 1.77% | Q4 2014 | Q2 2017 | 5 |
IndexIQ Advisors LLC | 5 | 5 | 0.01% | 0.09% | 0.20% | Q1 2016 | Q1 2017 | 5 |
Crewe Advisors LLC | 5 | 5 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q4 2018 | 5 |
SIMON QUICK ADVISORS, LLC | 3 | 1 | 0.02% | 0.32% | 1.44% | Q1 2017 | Q4 2019 | 5 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 5 | 5 | 0.28% | 0.44% | 0.71% | Q1 2016 | Q1 2017 | 5 |
Kore Private Wealth LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2020 | 5 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 5 | 5 | 0.03% | 0.05% | 0.09% | Q2 2021 | Q2 2022 | 5 |
Kernodle & Katon Asset Management Group, LLC | 5 | 5 | 0.01% | 0.05% | 0.07% | Q4 2015 | Q4 2016 | 5 |
Clearstead Trust, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
SeaBridge Investment Advisors LLC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2013 | Q4 2014 | 5 |
Arkos Global Advisors | 5 | 5 | 0.13% | 0.24% | 0.28% | Q4 2018 | Q4 2019 | 5 |
Mirae Asset Global Investments Co., Ltd. | 3 | 2 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q3 2014 | 5 |
BRASADA CAPITAL MANAGEMENT, LP | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.03% | 0.39% | 0.98% | Q2 2013 | Q2 2014 | 5 |
Blume Capital Management, Inc. | 5 | 5 | 0.11% | 1.11% | 1.55% | Q4 2018 | Q4 2019 | 5 |
Whitnell & Co. | 5 | 5 | 0.02% | 0.02% | 0.03% | Q3 2015 | Q3 2016 | 5 |
CAZ INVESTMENTS LP | 3 | 1 | 0.19% | 1.67% | 2.71% | Q4 2014 | Q1 2020 | 5 |
BECK CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.45% | 0.63% | 0.72% | Q4 2013 | Q4 2014 | 5 |
Calamos Wealth Management LLC | 5 | 5 | 0.05% | 0.34% | 0.52% | Q3 2016 | Q3 2017 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.01% | 0.89% | 1.74% | Q2 2013 | Q2 2014 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 0.93% | 2.17% | 3.65% | Q2 2013 | Q2 2014 | 5 |
Blueshift Asset Management, LLC | 1 | 1 | 0.04% | 0.10% | 0.26% | Q3 2019 | Q4 2021 | 5 |
SRS Capital Advisors, Inc. | 5 | 5 | 0.03% | 0.03% | 0.04% | Q4 2016 | Q4 2017 | 5 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2019 | 5 |
Ausdal Financial Partners, Inc. | 4 | 1 | 0.07% | 0.11% | 0.12% | Q4 2015 | Q1 2017 | 5 |
Truvestments Capital LLC | 3 | 2 | 0.02% | 0.14% | 0.41% | Q2 2018 | Q3 2019 | 5 |
Main Management LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q2 2013 | Q4 2014 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.16% | 0.35% | 0.63% | Q1 2015 | Q1 2016 | 5 |
TPH Asset Management, LLC | 2 | 1 | 0.03% | 1.34% | 3.70% | Q2 2014 | Q4 2015 | 5 |
Verition Fund Management LLC | 3 | 1 | 0.03% | 0.17% | 0.34% | Q4 2015 | Q4 2016 | 5 |
Leisure Capital Management | 4 | 1 | 0.18% | 1.30% | 5.58% | Q4 2014 | Q4 2019 | 5 |
Madrona Financial Services, LLC | 5 | 5 | 2.70% | 3.35% | 3.96% | Q4 2014 | Q4 2015 | 5 |
Lowe Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q2 2016 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 5 | 0.01% | 0.77% | 1.37% | Q4 2017 | Q4 2018 | 5 |
Covenant Multifamily Offices, LLC | 4 | 1 | 0.03% | 0.05% | 0.07% | Q2 2014 | Q3 2015 | 5 |
Bristlecone Advisors, LLC | 2 | 1 | 0.06% | 0.15% | 0.23% | Q4 2015 | Q3 2019 | 5 |
COMERICA BANK | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 5 |
Bienville Capital Management, LLC | 5 | 5 | 0.08% | 0.12% | 0.15% | Q2 2016 | Q2 2017 | 5 |
JSF Financial, LLC | 5 | 5 | 0.45% | 0.56% | 0.74% | Q4 2018 | Q4 2019 | 5 |
Merriman Wealth Management, LLC | 5 | 5 | 0.20% | 0.29% | 0.56% | Q1 2014 | Q1 2015 | 5 |
TCG Advisors, LP | 5 | 5 | 0.14% | 1.03% | 1.83% | Q4 2018 | Q4 2019 | 5 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2016 | 5 |
Heritage Wealth Advisors | 5 | 5 | 0.21% | 0.56% | 0.68% | Q4 2018 | Q4 2019 | 5 |
Filament LLC | 4 | 1 | 0.10% | 0.10% | 0.12% | Q2 2013 | Q3 2014 | 5 |
FDx Advisors, Inc. | 3 | 1 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q4 2015 | 5 |
Dana Investment Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2017 | 5 |
Stanford Investment Group, Inc. | 4 | 1 | 0.01% | 0.03% | 0.14% | Q4 2014 | Q4 2016 | 5 |
Versant Capital Management, Inc | 5 | 5 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q4 2016 | 5 |
First Command Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
LOGAN CAPITAL MANAGEMENT INC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q1 2014 | 4 |
Capital Analysts, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2015 | 4 |
Flaharty Asset Management, LLC | 4 | 4 | 1.72% | 3.81% | 5.03% | Q1 2017 | Q4 2017 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 4.17% | 5.84% | 7.45% | Q4 2014 | Q3 2015 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 4 | 0.11% | 0.28% | 0.44% | Q4 2014 | Q3 2015 | 4 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 2 | 1 | 0.00% | 0.02% | 0.03% | Q4 2015 | Q4 2017 | 4 |
ArchPoint Investors | 4 | 4 | 1.11% | 1.13% | 1.15% | Q4 2018 | Q3 2019 | 4 |
Moors & Cabot, Inc. | 2 | 2 | 0.04% | 0.04% | 0.06% | Q2 2014 | Q2 2015 | 4 |
Forefront Analytics, LLC | 4 | 4 | 0.20% | 0.26% | 0.41% | Q4 2017 | Q3 2018 | 4 |
Zions Bancorporation, N.A. | 3 | 1 | 0.00% | 0.02% | 0.08% | Q4 2018 | Q2 2020 | 4 |
Man Investments Ltd | 4 | 4 | 0.09% | 0.51% | 1.00% | Q3 2013 | Q2 2014 | 4 |
BDO Wealth Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Roble, Belko & Company, Inc | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2016 | 4 |
PDS Planning, Inc | 4 | 4 | 0.19% | 0.23% | 0.26% | Q1 2018 | Q4 2018 | 4 |
MRA Associates USA LLC | 4 | 4 | 2.40% | 3.18% | 4.23% | Q4 2018 | Q3 2019 | 4 |
Colony Family Offices, LLC | 3 | 1 | 0.10% | 0.18% | 0.22% | Q4 2020 | Q1 2022 | 4 |
CENTAURUS FINANCIAL, INC. | 2 | 1 | 0.00% | 0.02% | 0.03% | Q2 2018 | Q3 2023 | 4 |
ATTICUS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Caption Management, LLC | 2 | 1 | 0.01% | 0.11% | 0.23% | Q3 2018 | Q1 2020 | 4 |
EP Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.46% | 0.96% | Q4 2015 | Q1 2020 | 4 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 2 | 2 | 0.02% | 0.04% | 0.05% | Q2 2018 | Q2 2019 | 4 |
NWAM LLC | 4 | 4 | 0.12% | 0.12% | 0.12% | Q1 2013 | Q4 2013 | 4 |
Madden Advisory Services, Inc. | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q3 2015 | 4 |
Cognios Capital, LLC | 3 | 1 | 0.07% | 0.07% | 0.08% | Q4 2016 | Q4 2017 | 4 |
MILLIE CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.19% | 1.62% | 2.99% | Q4 2014 | Q3 2015 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.32% | 0.42% | 0.55% | Q4 2014 | Q3 2015 | 4 |
Salient Private Client, LLC | 4 | 4 | 0.10% | 0.23% | 0.42% | Q4 2017 | Q3 2018 | 4 |
Tarbox Family Office, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 1.48% | 1.92% | 2.64% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Trust Co International of Pennsylvania | 4 | 4 | 0.01% | 0.02% | 0.02% | Q3 2014 | Q2 2015 | 4 |
Opera Trading Capital | 4 | 4 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2016 | 4 |
MONECO Advisors, LLC | 4 | 4 | 0.17% | 0.20% | 0.24% | Q4 2018 | Q3 2019 | 4 |
NATIXIS ADVISORS, L.P. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.01% | 0.04% | Q4 2018 | Q1 2020 | 4 |
Householder Group Estate & Retirement Specialist, LLC | 3 | 1 | 0.01% | 0.04% | 0.12% | Q3 2022 | Q3 2023 | 4 |
LeJeune Puetz Investment Counsel LLC | 3 | 1 | 0.13% | 0.15% | 0.16% | Q4 2016 | Q4 2019 | 4 |
Integrated Advisors Network LLC | 4 | 4 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q4 2022 | 4 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
Arlington Capital Management, Inc. | 2 | 2 | 0.35% | 1.09% | 1.81% | Q4 2014 | Q1 2017 | 4 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
PRIVATE TRUST CO NA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
TRUIST FINANCIAL CORP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 4 |
Canton Hathaway, LLC | 4 | 4 | 0.01% | 0.03% | 0.04% | Q3 2018 | Q2 2019 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Gryphon Financial Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2022 | 4 |
SpiderRock Advisors, LLC | 1 | 1 | 0.00% | 0.04% | 0.17% | Q1 2017 | Q3 2017 | 4 |
PINNACLE FINANCIAL PARTNERS INC | 4 | 4 | 0.07% | 0.09% | 0.11% | Q3 2014 | Q2 2015 | 4 |
SG Americas Securities, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2016 | 4 |
Sharkey, Howes & Javer | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q3 2017 | 4 |
Apollon Wealth Management, LLC | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Farmers & Merchants Trust Co of Long Beach | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
683 Capital Management, LLC | 4 | 4 | 0.18% | 0.67% | 1.09% | Q1 2017 | Q4 2017 | 4 |
Procyon Advisors, LLC | 4 | 4 | 0.07% | 0.10% | 0.18% | Q4 2019 | Q3 2020 | 4 |
First Command Financial Services, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Powell Investment Advisors, LLC | 4 | 4 | 0.07% | 0.11% | 0.18% | Q4 2019 | Q3 2020 | 4 |
Weiss Asset Management LP | 1 | 1 | 0.42% | 1.34% | 3.13% | Q3 2013 | Q4 2018 | 4 |
Vigilant Capital Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q2 2015 | 4 |
Calamos Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2017 | 4 |
B. Riley Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2013 | Q2 2016 | 4 |
Clark Capital Management Group, Inc. | 3 | 1 | 0.12% | 0.16% | 0.18% | Q1 2014 | Q2 2016 | 4 |
Seelaus Asset Management LLC | 3 | 3 | 0.27% | 0.29% | 0.30% | Q4 2017 | Q2 2018 | 3 |
Burleson & Company, LLC | 3 | 3 | 0.53% | 2.20% | 4.11% | Q4 2017 | Q2 2018 | 3 |
Headlands Technologies LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.07% | 0.12% | 0.16% | Q4 2014 | Q2 2015 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.14% | 0.40% | Q4 2016 | Q4 2016 | 3 |
SII INVESTMENTS INC/WI | 2 | 1 | 0.03% | 0.06% | 0.14% | Q1 2016 | Q2 2017 | 3 |
MARINER INVESTMENT GROUP LLC | 3 | 3 | 3.23% | 5.47% | 6.85% | Q2 2017 | Q4 2017 | 3 |
CSS LLC/IL | 1 | 1 | 0.00% | 0.02% | 0.04% | Q3 2015 | Q3 2015 | 3 |
B&D White Capital Company, LLC | 2 | 1 | 0.03% | 0.19% | 0.31% | Q4 2020 | Q1 2023 | 3 |
Paradigm Financial Partners, LLC | 3 | 3 | 0.17% | 0.20% | 0.25% | Q2 2019 | Q4 2019 | 3 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 3 |
EnTrustPermal Management LLC | 3 | 3 | 2.13% | 2.38% | 2.57% | Q2 2013 | Q4 2013 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Global Financial Private Capital, Inc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
PVG Asset Management | 2 | 1 | 0.91% | 1.02% | 1.08% | Q1 2016 | Q4 2016 | 3 |
TRUST CO OF VERMONT | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2015 | 3 |
HUTCHENS INVESTMENT MANAGEMENT INC | 3 | 3 | 0.84% | 0.97% | 1.11% | Q4 2014 | Q2 2015 | 3 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 3 | 0.15% | 0.18% | 0.20% | Q2 2019 | Q4 2019 | 3 |
FLAGSHIP HARBOR ADVISORS, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
CONNING INC. | 3 | 3 | 0.42% | 0.45% | 0.49% | Q4 2017 | Q2 2018 | 3 |
CenterStar Asset Management, LLC | 1 | 1 | 0.00% | 0.13% | 0.31% | Q1 2018 | Q1 2018 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 3 |
Claraphi Advisory Network, LLC | 3 | 3 | 0.00% | 0.15% | 0.41% | Q1 2020 | Q3 2020 | 3 |
Elite Wealth Management, Inc. | 2 | 1 | 0.25% | 0.93% | 1.55% | Q2 2013 | Q3 2014 | 3 |
Donoghue Forlines LLC | 3 | 3 | 1.27% | 1.43% | 1.58% | Q4 2018 | Q2 2019 | 3 |
McNamara Financial Services, Inc. | 3 | 3 | 0.84% | 0.97% | 1.11% | Q4 2014 | Q2 2015 | 3 |
Cresset Asset Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q3 2020 | 3 |
Argent Trust Co | 3 | 3 | 0.15% | 0.17% | 0.20% | Q4 2014 | Q2 2015 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Clean Yield Group | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 3 |
GM Advisory Group, LLC | 3 | 3 | 2.53% | 2.56% | 2.62% | Q1 2016 | Q3 2016 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Atria Investments, Inc | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2018 | Q1 2020 | 3 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 3 | 3 | 0.31% | 0.36% | 0.43% | Q4 2018 | Q2 2019 | 3 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2016 | 3 |
Simply Money Advisors | 2 | 1 | 0.00% | 0.90% | 2.70% | Q2 2013 | Q4 2014 | 3 |
North Star Investment Management Corp. | 3 | 3 | 0.22% | 0.24% | 0.29% | Q2 2013 | Q4 2013 | 3 |
Bridgewater Advisors Inc. | 3 | 3 | 7.80% | 8.14% | 8.48% | Q4 2013 | Q2 2014 | 3 |
Sunbelt Securities, Inc. | 3 | 3 | 0.02% | 0.12% | 0.22% | Q4 2019 | Q2 2020 | 3 |
Wealth Alliance | 2 | 1 | 0.05% | 0.10% | 0.17% | Q1 2020 | Q2 2022 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.03% | 0.03% | 0.04% | Q3 2014 | Q2 2015 | 3 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.07% | 0.21% | Q3 2013 | Q4 2020 | 3 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.00% | 0.08% | 0.18% | Q2 2016 | Q1 2022 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.28% | 0.32% | 0.36% | Q2 2013 | Q4 2013 | 3 |
Cedar Wealth Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2018 | 3 |
WealthShield Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 3 |
COMERICA SECURITIES,INC. | 3 | 3 | 0.06% | 0.12% | 0.15% | Q1 2019 | Q3 2019 | 3 |
Kalos Management, Inc. | 2 | 2 | 0.00% | 0.16% | 0.26% | Q4 2015 | Q1 2016 | 3 |
SVA Wealth Management, LLC | 3 | 3 | 0.05% | 0.29% | 0.60% | Q2 2015 | Q4 2015 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q2 2020 | 3 |
BOKF, NA | 2 | 1 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q3 2017 | 3 |
Ken Stern & Associates, Inc. | 3 | 3 | 0.97% | 1.06% | 1.18% | Q1 2015 | Q3 2015 | 3 |
CHILTON CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 3 |
Essex Savings Bank | 3 | 3 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q2 2019 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2023 | 3 |
Johnson Financial Group, LLC | 3 | 3 | 0.24% | 0.32% | 0.40% | Q4 2016 | Q2 2017 | 3 |
Sonora Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
DUBUQUE BANK & TRUST CO | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q2 2016 | 3 |
Nelson Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q1 2015 | 3 |
PRUDENTIAL FINANCIAL INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
ELCO Management Co., LLC | 2 | 1 | 0.11% | 0.21% | 0.28% | Q4 2016 | Q4 2018 | 3 |
Lombard Odier Transatlantic Ltd | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q3 2016 | 3 |
Tiedemann Wealth Management Holdings, LLC | 3 | 3 | 2.57% | 3.40% | 4.76% | Q3 2016 | Q1 2017 | 3 |
Guidance Point Advisors, LLC | 2 | 1 | 0.04% | 0.09% | 0.12% | Q4 2018 | Q3 2021 | 3 |
Realta Investment Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 3 |
PIN OAK INVESTMENT ADVISORS INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CT Financial Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q1 2017 | 3 |
TOMPKINS FINANCIAL CORP | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q1 2015 | 2 |
Liberty Capital Management, Inc. | 2 | 2 | 0.29% | 0.31% | 0.32% | Q2 2019 | Q3 2019 | 2 |
AVALON CAPITAL MANAGEMENT | 2 | 2 | 0.79% | 1.24% | 1.70% | Q2 2016 | Q3 2016 | 2 |
Gemmer Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q2 2014 | 2 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2013 | Q4 2016 | 2 |
MCIA Inc | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Capital One Investing, Inc. | 2 | 2 | 0.09% | 0.15% | 0.20% | Q1 2019 | Q2 2019 | 2 |
GLG LLC | 1 | 1 | 0.06% | 0.12% | 0.19% | Q1 2016 | Q1 2016 | 2 |
CENTRAL BANK & TRUST CO | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.09% | 0.24% | 0.40% | Q3 2015 | Q4 2015 | 2 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q2 2015 | 2 |
RPTC Inc. | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2017 | Q3 2017 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
AXS Investments LLC | 2 | 2 | 0.11% | 0.17% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
ELLIOTT MANAGEMENT CORP | 2 | 2 | 0.82% | 0.94% | 1.05% | Q3 2013 | Q4 2013 | 2 |
Leucadia National | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
StellarOne CORP | 2 | 2 | 6.33% | 6.51% | 6.68% | Q2 2013 | Q3 2013 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Wellington Shields Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2016 | Q4 2016 | 2 |
PENSECO FINANCIAL SERVICES CORP | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Verdence Capital Advisors LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2017 | Q2 2018 | 2 |
KELLOGG W K FOUNDATION TRUST | 1 | 1 | 0.41% | 0.49% | 0.57% | Q1 2016 | Q4 2016 | 2 |
BTR CAPITAL MANAGEMENT INC | 2 | 2 | 0.05% | 0.07% | 0.08% | Q1 2015 | Q2 2015 | 2 |
Wagner Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Activest Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q4 2022 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Lebenthal Holdings,LLC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q1 2015 | Q2 2016 | 2 |
PARK AVENUE SECURITIES LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
TORONTO DOMINION BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2019 | 2 |
State of Tennessee, Treasury Department | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Relative Value Partners Group, LLC | 1 | 1 | 0.05% | 0.30% | 0.55% | Q3 2015 | Q4 2017 | 2 |
Column Capital Advisors, LLC | 2 | 2 | 0.04% | 0.13% | 0.23% | Q4 2019 | Q1 2020 | 2 |
Athanor Capital, LP | 1 | 1 | 0.01% | 1.84% | 3.67% | Q4 2018 | Q1 2020 | 2 |
Candriam S.C.A. | 1 | 1 | 0.22% | 0.31% | 0.40% | Q4 2014 | Q2 2015 | 2 |
CUE ADVISORY SERVICES, INC. | 2 | 2 | 0.23% | 0.24% | 0.26% | Q4 2014 | Q1 2015 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2019 | 2 |
IRON Financial LLC | 1 | 1 | 3.65% | 5.29% | 6.92% | Q4 2013 | Q2 2014 | 2 |
Opus Capital Group, LLC | 2 | 2 | 0.31% | 0.32% | 0.34% | Q3 2017 | Q4 2017 | 2 |
Axiom Investment Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Lombard Odier & Cie (Canada), Limited Partnership | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Colorado Capital Management, Inc. | 2 | 2 | 0.23% | 0.41% | 0.60% | Q4 2015 | Q1 2016 | 2 |
LVW Advisors, LLC | 2 | 2 | 0.21% | 0.29% | 0.37% | Q4 2017 | Q1 2018 | 2 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.05% | 0.09% | Q1 2020 | Q2 2022 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
QCM Cayman, Ltd. | 2 | 2 | 0.15% | 0.17% | 0.19% | Q3 2020 | Q4 2020 | 2 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.51% | 1.01% | Q2 2016 | Q2 2017 | 2 |
Vishria Bird Financial Group, LLC | 2 | 2 | 7.58% | 7.74% | 7.90% | Q2 2018 | Q3 2018 | 2 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 2 |
Energy Income Partners, LLC | 1 | 1 | 0.12% | 0.14% | 0.15% | Q4 2015 | Q4 2016 | 2 |
Signature Financial Management, Inc. | 2 | 2 | 0.20% | 0.22% | 0.24% | Q3 2014 | Q4 2014 | 2 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 1 | 1 | 0.13% | 0.14% | 0.15% | Q4 2021 | Q1 2023 | 2 |
Vitol Holding SARL | 2 | 2 | 100.00% | 100.00% | 100.00% | Q2 2013 | Q3 2013 | 2 |
Polaris Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Hutchin Hill Capital, LP | 1 | 1 | 0.53% | 1.85% | 3.17% | Q4 2015 | Q2 2016 | 2 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 1 | 1 | 0.06% | 0.08% | 0.10% | Q4 2014 | Q4 2015 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
SteelBridge Private Wealth Advisors LLC | 2 | 2 | 0.41% | 0.55% | 0.70% | Q4 2016 | Q1 2017 | 2 |
GeoWealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Peak Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Sowell Financial Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
First Allied Asset Management, Inc. | 1 | 1 | 0.03% | 0.22% | 0.41% | Q2 2013 | Q1 2015 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.04% | 0.06% | 0.09% | Q4 2018 | Q1 2019 | 2 |
CHICKASAW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2018 | 2 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 2 |
Community Financial Services Group, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
Summit Trail Advisors, LLC | 1 | 1 | 0.71% | 0.85% | 0.99% | Q4 2018 | Q4 2019 | 2 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 2 | 2 | 0.19% | 0.20% | 0.21% | Q3 2015 | Q4 2015 | 2 |
SAMLYN CAPITAL, LLC | 2 | 2 | 2.91% | 3.35% | 3.80% | Q1 2016 | Q2 2016 | 2 |
ZWJ INVESTMENT COUNSEL INC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.18% | 1.14% | 2.10% | Q4 2014 | Q3 2015 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 2 |
MCMILLION CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Lebenthal Asset Management, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Bluefin Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 2 |
MIRABELLA FINANCIAL SERVICES LLP | 2 | 2 | 0.08% | 0.28% | 0.47% | Q4 2022 | Q1 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q2 2023 | Q3 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
SMITH HAYES Advisers, Inc | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Ironwood Financial, llc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CREDIT AGRICOLE S A | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Quent Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q1 2015 | Q1 2015 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 1 | 1 | 9.73% | 9.73% | 9.73% | Q2 2013 | Q2 2013 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oxbow Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
ACG Wealth | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Henrickson Nauta Wealth Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Coulter & Justus Financial Services, LLC | 1 | 1 | 1.44% | 1.44% | 1.44% | Q4 2021 | Q4 2021 | 1 |
Li Winifred I | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2018 | Q3 2018 | 1 |
Parasol Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Stone House Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2013 | Q4 2013 | 1 |
Waratah Capital Advisors Ltd. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2018 | Q2 2018 | 1 |
3G Capital Partners | 1 | 1 | 2.08% | 2.08% | 2.08% | Q3 2015 | Q3 2015 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Lyons Wealth Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Columbia Pacific Advisors, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2017 | Q2 2017 | 1 |
Blue Sky Asset Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2017 | Q1 2017 | 1 |
SASCO CAPITAL INC / CT/ | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
STRATEGIC CAPITAL ADVISERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
PagnatoKarp Partners LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
MATRIX PRIVATE CAPITAL GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
MDE Group | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2014 | Q4 2014 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2023 | Q3 2023 | 1 |
Cowen Prime Services LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2015 | Q3 2015 | 1 |
PRECEPT MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2020 | Q1 2020 | 1 |
Modera Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q4 2013 | 1 |
Genesis Wealth Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2014 | Q4 2014 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
GEMS MANAGEMENT LTD | 1 | 1 | 3.55% | 3.55% | 3.55% | Q2 2013 | Q2 2013 | 1 |
Fi3 FINANCIAL ADVISORS, LLC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q1 2021 | Q1 2021 | 1 |
PEOPLES FINANCIAL SERVICES CORP. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
BlackRock Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Boston Trust Walden Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2016 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2017 | Q4 2017 | 1 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
SHAPIRO ROBERT N | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Fusion Investment Group, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q4 2013 | Q4 2013 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2016 | Q2 2016 | 1 |
MEEDER ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MANAGED ACCOUNT ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2015 | Q4 2015 | 1 |
Connecticut Wealth Management, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2021 | Q1 2021 | 1 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2013 | Q2 2013 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2017 | Q1 2017 | 1 |
Brookfield Public Securities Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 1 | 1 | 4.61% | 4.61% | 4.61% | Q2 2013 | Q2 2013 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MTM Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Southpoint Capital Advisors LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2014 | Q4 2014 | 1 |
LS Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
Mascoma Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Candlewood Investment Group, LP | 1 | 1 | 6.89% | 6.89% | 6.89% | Q1 2018 | Q1 2018 | 1 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Investors Capital Advisory Services | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q2 2016 | 1 |
Mount Yale Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2015 | Q3 2015 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Sourcerock Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Psagot Value Holdings Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
PointState Capital LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2016 | Q2 2016 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC | 1 | 1 | 10.06% | 10.06% | 10.06% | Q4 2015 | Q4 2015 | 1 |
VitalStone Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2017 | Q1 2017 | 1 |
Independent Advisor Alliance | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2018 | Q3 2018 | 1 |
Thiel Macro LLC | 1 | 1 | 1.25% | 1.25% | 1.25% | Q1 2017 | Q1 2017 | 1 |
Allworth Financial LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Baker Avenue Asset Management, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2015 | Q1 2015 | 1 |
Glassman Wealth Services | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2014 | Q4 2014 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 2.02% | 2.02% | 2.02% | Q4 2019 | Q4 2019 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
KWMG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Coe Capital Management, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2019 | Q2 2019 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2014 | Q2 2014 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Naviter Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
UBS ASSET MANAGEMENT AMERICAS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Rothschild Capital Partners, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2017 | Q3 2017 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Country Club Trust Company, n.a. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 1.11% | 1.11% | 1.11% | Q3 2016 | Q3 2016 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Brightworth | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2016 | Q4 2016 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Marathon Trading Investment Management LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
Baymount Management LP | 1 | 1 | 3.38% | 3.38% | 3.38% | Q4 2019 | Q4 2019 | 1 |
AGRAN LIBBIE | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
EverPoint Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2016 | Q4 2016 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
TIG Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
MONTAGE INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
Forward Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2016 | Q4 2016 | 1 |
Ameraudi Asset Management, Inc. | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2019 | Q4 2019 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.86% | 0.86% | 0.86% | Q4 2015 | Q4 2015 | 1 |
Zions Bancorporation | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BLACKTHORN INVESTMENT GROUP LLC | 1 | 1 | 7.96% | 7.96% | 7.96% | Q4 2014 | Q4 2014 | 1 |
M&R CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2023 | Q4 2023 | 1 |
Harvest Fund Advisors LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2013 | Q4 2013 | 1 |
Bremer Bank National Association | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Csenge Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
ICONIQ Capital, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2013 | Q1 2013 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Coyle Financial Counsel LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2018 | Q2 2018 | 1 |
AHL Partners LLP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2014 | Q3 2014 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
BEL AIR INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
MARSHALL WACE, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
OLD MISSION CAPITAL LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2019 | Q4 2019 | 1 |
Praesidis Advisors LLC | 1 | 1 | 7.43% | 7.43% | 7.43% | Q3 2013 | Q3 2013 | 1 |
B. Riley Wealth Management, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2015 | Q1 2015 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q4 2017 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
DELTEC ASSET MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2016 | Q2 2016 | 1 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
GlobalBridge, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2014 | Q1 2014 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
Bellwether Investment Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2016 | Q2 2016 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Granite Investment Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2015 | Q2 2015 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
External links
This page lists all the filers that currently own JPMORGAN CHASE & CO or have owned JPMORGAN CHASE & CO in the past.