Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41 | 41 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 117 |
Walleye Trading LLC | 41 | 41 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q2 2023 | 104 |
BARCLAYS PLC | 41 | 41 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q2 2023 | 103 |
CITIGROUP INC | 41 | 41 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2023 | 91 |
Citadel Advisors | 28 | 4 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2023 | 89 |
JANE STREET GROUP, LLC | 36 | 1 | 0.00% | 0.01% | 0.13% | Q1 2014 | Q2 2023 | 85 |
Cutler Group LLC / CA | 31 | 31 | 0.00% | 0.01% | 0.27% | Q4 2015 | Q2 2023 | 76 |
WOLVERINE TRADING, LLC | 18 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2023 | 75 |
GOLDMAN SACHS GROUP INC | 41 | 4 | 0.00% | 0.11% | 0.28% | Q1 2012 | Q2 2023 | 67 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.02% | 0.07% | Q1 2009 | Q3 2023 | 59 |
Parallax Volatility Advisers, L.P. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2022 | 57 |
ROYAL BANK OF CANADA | 41 | 41 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 53 |
Nuveen Asset Management, LLC | 41 | 41 | 0.00% | 0.05% | 0.27% | Q2 2013 | Q2 2023 | 53 |
BANK OF AMERICA CORP /DE/ | 41 | 41 | 0.00% | 0.04% | 0.13% | Q2 2013 | Q2 2023 | 50 |
PEAK6 Investments LLC | 15 | 3 | 0.00% | 0.01% | 0.04% | Q3 2018 | Q2 2023 | 50 |
MCF Advisors LLC | 40 | 6 | 0.00% | 0.08% | 0.27% | Q4 2011 | Q2 2023 | 46 |
PEAK6 Group LLC | 15 | 5 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q2 2018 | 45 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 41 | 41 | 0.01% | 2.31% | 6.00% | Q2 2013 | Q2 2023 | 45 |
Veritable, L.P. | 43 | 43 | 0.01% | 0.16% | 0.38% | Q4 2012 | Q2 2023 | 44 |
Heronetta Management, L.P. | 43 | 43 | 6.83% | 9.35% | 13.02% | Q4 2012 | Q2 2023 | 43 |
M&T BANK CORP | 41 | 41 | 0.00% | 0.08% | 0.22% | Q2 2013 | Q2 2023 | 43 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 41 | 2 | 0.11% | 0.69% | 1.17% | Q2 2010 | Q2 2023 | 43 |
Raymond James Financial Services Advisors, Inc. | 36 | 4 | 0.00% | 0.13% | 0.64% | Q2 2013 | Q2 2023 | 43 |
KEYBANK NATIONAL ASSOCIATION/OH | 43 | 43 | 0.02% | 0.04% | 0.10% | Q4 2012 | Q2 2023 | 43 |
Cetera Advisor Networks LLC | 42 | 42 | 0.01% | 0.05% | 0.16% | Q1 2013 | Q2 2023 | 42 |
SHEETS SMITH WEALTH MANAGEMENT | 42 | 42 | 0.18% | 0.59% | 1.04% | Q1 2013 | Q2 2023 | 42 |
HighTower Advisors, LLC | 41 | 41 | 0.00% | 0.39% | 0.94% | Q2 2013 | Q2 2023 | 42 |
Creative Planning | 41 | 41 | 0.00% | 0.41% | 0.99% | Q2 2013 | Q2 2023 | 42 |
DEUTSCHE BANK AG\ | 40 | 40 | 0.00% | 0.05% | 0.14% | Q3 2013 | Q2 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.02% | Q1 2013 | Q2 2023 | 42 |
CHICKASAW CAPITAL MANAGEMENT LLC | 41 | 41 | 3.87% | 5.82% | 10.40% | Q2 2013 | Q2 2023 | 41 |
FRANKLIN RESOURCES INC | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 41 |
SALEM INVESTMENT COUNSELORS INC | 41 | 41 | 0.04% | 0.13% | 0.26% | Q2 2013 | Q2 2023 | 41 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 41 | 41 | 0.01% | 0.21% | 0.67% | Q2 2013 | Q2 2023 | 41 |
CULLEN/FROST BANKERS, INC. | 41 | 41 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q2 2023 | 41 |
D.A. DAVIDSON & CO. | 41 | 41 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q2 2023 | 41 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 41 | 41 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q2 2023 | 41 |
Hilton Capital Management, LLC | 41 | 41 | 0.14% | 2.21% | 6.29% | Q2 2013 | Q2 2023 | 41 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 41 | 41 | 0.01% | 0.18% | 0.64% | Q2 2013 | Q2 2023 | 41 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 41 | 41 | 0.05% | 0.13% | 0.22% | Q2 2013 | Q2 2023 | 41 |
FIRST MANHATTAN CO. LLC. | 41 | 41 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 41 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 41 | 41 | 2.76% | 6.32% | 8.25% | Q2 2013 | Q2 2023 | 41 |
Pinnacle Holdings, LLC | 41 | 41 | 0.77% | 2.04% | 3.85% | Q2 2013 | Q2 2023 | 41 |
Mariner, LLC | 41 | 41 | 0.03% | 0.16% | 0.48% | Q2 2013 | Q2 2023 | 41 |
CASTLEARK MANAGEMENT LLC | 41 | 41 | 0.08% | 0.22% | 0.41% | Q2 2013 | Q2 2023 | 41 |
Verity & Verity, LLC | 41 | 41 | 0.18% | 0.88% | 1.96% | Q2 2013 | Q2 2023 | 41 |
MORGAN STANLEY | 41 | 41 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q2 2023 | 41 |
Evercore Wealth Management, LLC | 41 | 41 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 41 |
Segment Wealth Management, LLC | 41 | 41 | 0.06% | 0.39% | 0.80% | Q2 2013 | Q2 2023 | 41 |
DF DENT & CO INC | 41 | 41 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 41 |
KARPAS STRATEGIES, LLC | 41 | 41 | 2.63% | 4.55% | 6.84% | Q2 2013 | Q2 2023 | 41 |
STEPHENS INC /AR/ | 41 | 41 | 0.02% | 0.11% | 0.22% | Q2 2013 | Q2 2023 | 41 |
Energy Income Partners, LLC | 41 | 41 | 3.73% | 5.78% | 9.36% | Q2 2013 | Q2 2023 | 41 |
Invesco Ltd. | 41 | 41 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q2 2023 | 41 |
FIFTH THIRD BANCORP | 41 | 41 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 41 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 41 | 41 | 0.20% | 0.43% | 0.61% | Q2 2013 | Q2 2023 | 41 |
BEACON FINANCIAL GROUP | 41 | 41 | 0.15% | 0.59% | 1.36% | Q3 2013 | Q3 2023 | 41 |
FIRST FINANCIAL CORP /IN/ | 41 | 41 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q2 2023 | 41 |
WELLS FARGO & COMPANY/MN | 41 | 41 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q2 2023 | 41 |
PINNACLE ASSOCIATES LTD | 41 | 41 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q2 2023 | 41 |
Bollard Group LLC | 41 | 41 | 0.68% | 1.47% | 2.26% | Q2 2013 | Q2 2023 | 41 |
DEARBORN PARTNERS LLC | 41 | 41 | 0.01% | 0.25% | 0.47% | Q2 2013 | Q2 2023 | 41 |
BROWN ADVISORY INC | 41 | 41 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q2 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.09% | 0.55% | 1.10% | Q2 2013 | Q3 2023 | 41 |
Gilman Hill Asset Management, LLC | 41 | 41 | 0.98% | 1.40% | 2.04% | Q2 2013 | Q2 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 41 | 41 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 41 |
US BANCORP \DE\ | 41 | 41 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 41 |
ArchPoint Investors | 41 | 41 | 0.02% | 0.81% | 1.46% | Q2 2013 | Q2 2023 | 41 |
BLAIR WILLIAM & CO/IL | 41 | 41 | 0.03% | 0.09% | 0.25% | Q2 2013 | Q2 2023 | 41 |
Neuberger Berman Group LLC | 41 | 41 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 41 |
DIVIDEND ASSETS CAPITAL, LLC | 41 | 41 | 2.21% | 3.84% | 7.65% | Q2 2013 | Q2 2023 | 41 |
KING LUTHER CAPITAL MANAGEMENT CORP | 41 | 41 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q2 2023 | 41 |
ENVESTNET ASSET MANAGEMENT INC | 41 | 41 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 41 |
Coastline Trust Co | 41 | 41 | 0.05% | 0.31% | 0.77% | Q2 2013 | Q2 2023 | 41 |
BEACH INVESTMENT COUNSEL INC/PA | 35 | 6 | 1.57% | 4.99% | 7.48% | Q1 2013 | Q2 2023 | 41 |
WHITTIER TRUST CO | 41 | 41 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 41 |
LPL Financial LLC | 41 | 41 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 41 |
MAI Capital Management | 41 | 41 | 0.08% | 0.60% | 1.70% | Q2 2013 | Q2 2023 | 41 |
GLENMEDE TRUST CO NA | 41 | 41 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 41 |
AMERIPRISE FINANCIAL INC | 41 | 41 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 41 |
NOESIS CAPITAL MANGEMENT CORP | 41 | 41 | 0.05% | 0.39% | 0.91% | Q2 2013 | Q2 2023 | 41 |
NORTHERN TRUST CORP | 41 | 41 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 41 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 41 | 41 | 0.01% | 0.09% | 0.21% | Q2 2013 | Q2 2023 | 41 |
RAYMOND JAMES & ASSOCIATES | 41 | 41 | 0.01% | 0.08% | 0.14% | Q2 2013 | Q2 2023 | 41 |
BROWN BROTHERS HARRIMAN & CO | 41 | 41 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 41 |
Janney Montgomery Scott LLC | 41 | 41 | 0.01% | 0.06% | 0.22% | Q2 2013 | Q2 2023 | 41 |
Cypress Capital Group | 41 | 41 | 0.16% | 0.72% | 1.69% | Q2 2013 | Q2 2023 | 41 |
Narwhal Capital Management | 41 | 41 | 0.13% | 0.50% | 1.03% | Q2 2013 | Q2 2023 | 41 |
TOWER BRIDGE ADVISORS | 41 | 41 | 0.04% | 0.10% | 0.18% | Q2 2013 | Q2 2023 | 41 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 41 | 41 | 0.76% | 3.09% | 5.58% | Q2 2013 | Q2 2023 | 41 |
UBS Group AG | 35 | 35 | 0.00% | 0.12% | 0.40% | Q4 2014 | Q2 2023 | 41 |
Carnegie Capital Asset Management, LLC | 41 | 41 | 0.01% | 0.26% | 0.74% | Q2 2013 | Q2 2023 | 41 |
BLACKHILL CAPITAL INC | 41 | 41 | 0.02% | 0.64% | 1.04% | Q2 2013 | Q2 2023 | 41 |
JPMORGAN CHASE & CO | 41 | 41 | 0.00% | 0.05% | 0.10% | Q2 2013 | Q2 2023 | 41 |
MILLER HOWARD INVESTMENTS INC /NY | 41 | 41 | 0.77% | 2.39% | 5.50% | Q2 2013 | Q2 2023 | 41 |
Dorsey & Whitney Trust CO LLC | 41 | 41 | 0.03% | 0.22% | 0.74% | Q2 2013 | Q2 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.04% | 0.23% | 0.58% | Q2 2013 | Q2 2023 | 41 |
PNC FINANCIAL SERVICES GROUP, INC. | 41 | 41 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q2 2023 | 41 |
DUNCKER STREETT & CO INC | 41 | 41 | 0.04% | 0.23% | 0.47% | Q2 2013 | Q2 2023 | 41 |
EAGLE GLOBAL ADVISORS LLC | 41 | 41 | 0.16% | 4.12% | 7.17% | Q2 2013 | Q2 2023 | 41 |
ClearBridge Investments | 41 | 41 | 0.07% | 0.23% | 0.40% | Q2 2013 | Q2 2023 | 41 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 41 | 41 | 0.82% | 1.92% | 2.61% | Q2 2013 | Q2 2023 | 41 |
Linscomb & Williams, Inc. | 41 | 41 | 0.04% | 0.13% | 0.24% | Q2 2013 | Q2 2023 | 41 |
Busey Bank | 41 | 41 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q2 2023 | 41 |
ALPS ADVISORS INC | 41 | 41 | 4.51% | 6.29% | 7.95% | Q2 2013 | Q2 2023 | 41 |
Texas Yale Capital Corp. | 41 | 41 | 0.97% | 2.07% | 3.53% | Q2 2013 | Q2 2023 | 41 |
BALDWIN BROTHERS LLC/MA | 41 | 41 | 0.19% | 1.22% | 2.56% | Q2 2013 | Q2 2023 | 41 |
BESSEMER GROUP INC | 41 | 41 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2023 | 41 |
Estabrook Capital Management | 41 | 41 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2023 | 41 |
BRIDGES INVESTMENT MANAGEMENT INC | 41 | 41 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q2 2023 | 41 |
Cohen Capital Management, Inc. | 41 | 41 | 0.34% | 0.62% | 0.90% | Q2 2013 | Q2 2023 | 41 |
Haverford Trust Co | 41 | 41 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 41 |
RAYMOND JAMES TRUST N.A. | 41 | 41 | 0.01% | 0.05% | 0.09% | Q2 2013 | Q2 2023 | 41 |
BOSTON FINANCIAL MANGEMENT LLC | 41 | 41 | 0.01% | 0.23% | 0.75% | Q2 2013 | Q2 2023 | 41 |
OPPENHEIMER & CO INC | 41 | 41 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q2 2023 | 41 |
DUFF & PHELPS INVESTMENT MANAGEMENT CO | 41 | 41 | 0.01% | 0.35% | 0.60% | Q2 2013 | Q2 2023 | 41 |
Sandy Spring Bank | 41 | 41 | 0.00% | 0.35% | 0.79% | Q2 2013 | Q2 2023 | 41 |
SeaBridge Investment Advisors LLC | 41 | 41 | 0.25% | 0.55% | 1.04% | Q2 2013 | Q2 2023 | 41 |
Edgemoor Investment Advisors, Inc. | 41 | 41 | 0.08% | 0.36% | 0.70% | Q2 2013 | Q2 2023 | 41 |
CENTRAL TRUST Co | 41 | 41 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 41 |
Financial Management Professionals, Inc. | 41 | 41 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 41 |
Morningstar Investment Services LLC | 41 | 41 | 0.11% | 0.49% | 0.97% | Q2 2013 | Q2 2023 | 41 |
BANK OF MONTREAL /CAN/ | 39 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q2 2023 | 41 |
CHILTON CAPITAL MANAGEMENT LLC | 41 | 41 | 0.12% | 0.21% | 0.34% | Q2 2013 | Q2 2023 | 41 |
DAVIS R M INC | 41 | 41 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2023 | 41 |
Ancora Advisors LLC | 40 | 40 | 0.02% | 0.12% | 0.24% | Q3 2013 | Q2 2023 | 40 |
STEEL GROVE CAPITAL ADVISORS, LLC | 34 | 6 | 0.34% | 2.22% | 4.48% | Q2 2013 | Q2 2023 | 40 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 39 | 1 | 0.03% | 0.14% | 0.49% | Q2 2013 | Q2 2023 | 40 |
CREDIT SUISSE AG/ | 39 | 39 | 0.00% | 0.04% | 0.12% | Q1 2013 | Q3 2022 | 40 |
Bridgecreek Investment Management, LLC | 40 | 40 | 0.00% | 1.97% | 3.33% | Q3 2013 | Q2 2023 | 40 |
ST GERMAIN D J CO INC | 39 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q2 2023 | 40 |
BNP PARIBAS FINANCIAL MARKETS | 26 | 14 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2023 | 40 |
TIEDEMANN ADVISORS, LLC | 39 | 39 | 0.00% | 1.82% | 7.40% | Q2 2013 | Q4 2022 | 40 |
Adams Asset Advisors, LLC | 40 | 40 | 0.23% | 0.53% | 0.95% | Q2 2013 | Q1 2023 | 40 |
FINANCIAL COUNSELORS INC | 27 | 13 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q2 2023 | 40 |
BOKF, NA | 32 | 8 | 0.01% | 0.04% | 0.13% | Q2 2013 | Q2 2023 | 40 |
Cutter & CO Brokerage, Inc. | 40 | 40 | 0.22% | 0.34% | 0.49% | Q2 2013 | Q1 2023 | 40 |
MACQUARIE GROUP LTD | 40 | 40 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q1 2023 | 40 |
First Horizon Advisors, Inc. | 40 | 40 | 0.00% | 0.03% | 0.12% | Q3 2013 | Q2 2023 | 40 |
FAYEZ SAROFIM & CO | 39 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 40 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 39 | 39 | 0.73% | 2.50% | 5.94% | Q4 2013 | Q2 2023 | 39 |
Moors & Cabot, Inc. | 38 | 38 | 0.01% | 0.71% | 1.47% | Q1 2014 | Q2 2023 | 39 |
Stonebridge Capital Advisors LLC | 39 | 39 | 0.03% | 0.13% | 0.33% | Q4 2013 | Q2 2023 | 39 |
COHEN & STEERS, INC. | 38 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q2 2023 | 39 |
Smithfield Trust Co | 39 | 39 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2022 | 39 |
EVERMAY WEALTH MANAGEMENT LLC | 39 | 39 | 0.05% | 0.15% | 0.38% | Q4 2013 | Q2 2023 | 39 |
Cetera Advisors LLC | 28 | 11 | 0.01% | 0.05% | 0.12% | Q2 2013 | Q2 2023 | 39 |
Northeast Financial Consultants Inc | 39 | 39 | 0.09% | 0.77% | 3.77% | Q4 2013 | Q2 2023 | 39 |
Capital Advisors, Ltd. LLC | 39 | 39 | 0.04% | 0.23% | 0.58% | Q4 2013 | Q2 2023 | 39 |
Private Advisor Group, LLC | 39 | 39 | 0.00% | 0.10% | 0.32% | Q4 2013 | Q2 2023 | 39 |
Capital Investment Advisors, LLC | 39 | 39 | 0.03% | 0.20% | 0.59% | Q4 2013 | Q2 2023 | 39 |
Focused Wealth Management, Inc | 20 | 19 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q2 2023 | 39 |
REGIONS FINANCIAL CORP | 30 | 9 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 39 |
CAMBRIDGE TRUST CO | 27 | 1 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 39 |
WALNUT PRIVATE EQUITY PARTNERS, LLC | 38 | 38 | 4.73% | 9.23% | 13.73% | Q4 2013 | Q1 2023 | 38 |
Ironwood Investment Counsel, LLC | 38 | 38 | 0.05% | 0.75% | 1.80% | Q4 2013 | Q1 2023 | 38 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 3 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 38 |
STIFEL FINANCIAL CORP | 38 | 38 | 0.01% | 0.04% | 0.14% | Q1 2014 | Q2 2023 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2022 | 38 |
SG Americas Securities, LLC | 38 | 38 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q2 2023 | 38 |
ProVise Management Group, LLC | 38 | 38 | 0.10% | 0.26% | 0.54% | Q1 2014 | Q2 2023 | 38 |
BlackRock Inc. | 37 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 38 |
Partners Group Holding AG | 38 | 38 | 0.02% | 0.49% | 1.83% | Q2 2013 | Q3 2022 | 38 |
FMR LLC | 23 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2023 | 38 |
CIBC Private Wealth Group, LLC | 38 | 38 | 0.09% | 0.85% | 2.11% | Q1 2014 | Q2 2023 | 38 |
Salient Capital Advisors, LLC | 38 | 38 | 1.79% | 3.16% | 4.99% | Q2 2013 | Q3 2022 | 38 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.06% | 0.28% | Q2 2013 | Q1 2017 | 38 |
CIBC Asset Management Inc | 34 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 38 |
NAPLES GLOBAL ADVISORS, LLC | 25 | 13 | 0.03% | 0.10% | 0.23% | Q4 2013 | Q2 2023 | 38 |
HighTower Trust Company, N.A. | 17 | 3 | 0.06% | 0.20% | 0.62% | Q2 2013 | Q1 2023 | 37 |
Prospera Financial Services Inc | 17 | 2 | 0.01% | 0.12% | 0.33% | Q2 2013 | Q2 2023 | 37 |
Joel Isaacson & Co., LLC | 29 | 8 | 0.02% | 0.11% | 0.27% | Q4 2012 | Q2 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.03% | 0.63% | 1.95% | Q2 2013 | Q2 2022 | 37 |
American Research & Management Co. | 27 | 10 | 0.10% | 0.27% | 0.48% | Q2 2013 | Q3 2022 | 37 |
CINCINNATI INSURANCE CO | 37 | 37 | 0.06% | 0.17% | 0.32% | Q2 2013 | Q2 2022 | 37 |
North Star Investment Management Corp. | 21 | 16 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2023 | 37 |
Grassi Investment Management | 37 | 37 | 0.03% | 0.09% | 0.22% | Q2 2014 | Q2 2023 | 37 |
EVERGREEN CAPITAL MANAGEMENT LLC | 31 | 5 | 0.05% | 0.32% | 1.32% | Q1 2014 | Q2 2023 | 36 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 27 | 9 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2023 | 36 |
Catalyst Capital Advisors LLC | 36 | 36 | 0.00% | 0.11% | 0.29% | Q3 2014 | Q2 2023 | 36 |
CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | 29 | 7 | 0.00% | 0.06% | 0.15% | Q3 2013 | Q3 2022 | 36 |
FIRST TRUST ADVISORS LP | 33 | 1 | 0.00% | 0.03% | 0.31% | Q2 2013 | Q1 2023 | 36 |
Notis-McConarty Edward | 36 | 36 | 0.21% | 0.31% | 0.51% | Q3 2014 | Q2 2023 | 36 |
CONNING INC. | 25 | 11 | 0.01% | 0.21% | 0.54% | Q4 2013 | Q2 2023 | 36 |
Stratos Wealth Partners, LTD. | 32 | 4 | 0.01% | 0.05% | 0.28% | Q2 2014 | Q2 2023 | 36 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 36 | 36 | 0.06% | 1.43% | 3.00% | Q2 2013 | Q1 2022 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.00% | 0.06% | 0.14% | Q2 2013 | Q1 2022 | 36 |
Saratoga Research & Investment Management | 27 | 9 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2023 | 36 |
SPIRIT OF AMERICA MANAGEMENT CORP/NY | 36 | 36 | 0.95% | 2.49% | 3.14% | Q3 2014 | Q2 2023 | 36 |
Avalon Investment & Advisory | 36 | 36 | 0.01% | 0.05% | 0.11% | Q2 2014 | Q1 2023 | 36 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 27 | 9 | 0.02% | 0.05% | 0.11% | Q2 2013 | Q2 2023 | 36 |
Russell Investments Group, Ltd. | 27 | 27 | 0.00% | 0.02% | 0.07% | Q4 2016 | Q2 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.00% | 0.06% | 0.16% | Q2 2013 | Q1 2022 | 36 |
COLONY GROUP LLC | 18 | 17 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q2 2023 | 35 |
SEGALL BRYANT & HAMILL, LLC | 35 | 35 | 0.01% | 0.03% | 0.06% | Q1 2013 | Q3 2021 | 35 |
SVB WEALTH LLC | 35 | 35 | 0.01% | 0.07% | 0.24% | Q4 2014 | Q2 2023 | 35 |
PRIVATE TRUST CO NA | 30 | 5 | 0.01% | 0.17% | 0.36% | Q1 2013 | Q2 2023 | 35 |
CAPITAL ADVISORS INC/OK | 23 | 6 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q2 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q4 2021 | 35 |
Sigma Planning Corp | 35 | 35 | 0.01% | 0.09% | 0.92% | Q4 2014 | Q2 2023 | 35 |
BRIGHTON JONES LLC | 12 | 1 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q2 2023 | 35 |
B. Riley Wealth Advisors, Inc. | 15 | 10 | 0.02% | 0.09% | 0.22% | Q2 2013 | Q2 2023 | 35 |
SEARLE & CO. | 35 | 35 | 0.28% | 0.99% | 6.83% | Q4 2014 | Q2 2023 | 35 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 35 | 35 | 0.27% | 0.89% | 1.79% | Q4 2014 | Q2 2023 | 35 |
Chicago Partners Investment Group LLC | 35 | 35 | 0.92% | 2.29% | 4.20% | Q4 2014 | Q2 2023 | 35 |
M&R CAPITAL MANAGEMENT INC | 29 | 6 | 0.02% | 0.05% | 0.11% | Q1 2014 | Q2 2023 | 35 |
Voya Financial Advisors, Inc. | 34 | 34 | 0.06% | 0.18% | 0.38% | Q1 2015 | Q2 2023 | 34 |
Homrich & Berg | 34 | 34 | 0.03% | 0.32% | 0.63% | Q2 2013 | Q3 2021 | 34 |
VALLEY NATIONAL ADVISERS INC | 34 | 34 | 0.00% | 0.19% | 0.57% | Q1 2015 | Q2 2023 | 34 |
SEI INVESTMENTS CO | 34 | 34 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q1 2023 | 34 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 27 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q2 2023 | 34 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 29 | 5 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2023 | 34 |
TWO SIGMA SECURITIES, LLC | 12 | 1 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q2 2023 | 34 |
CenterStar Asset Management, LLC | 8 | 2 | 0.00% | 0.21% | 2.06% | Q4 2017 | Q1 2022 | 33 |
HOURGLASS CAPITAL, LLC | 33 | 33 | 0.09% | 0.14% | 0.17% | Q2 2013 | Q2 2021 | 33 |
Allworth Financial LP | 29 | 4 | 0.00% | 0.01% | 0.04% | Q1 2015 | Q2 2023 | 33 |
HSBC HOLDINGS PLC | 15 | 2 | 0.00% | 0.01% | 0.12% | Q3 2014 | Q2 2023 | 33 |
GUGGENHEIM CAPITAL LLC | 26 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2023 | 33 |
Heritage Wealth Advisors | 26 | 7 | 0.00% | 0.48% | 1.47% | Q4 2013 | Q2 2023 | 33 |
USCA RIA LLC | 33 | 33 | 0.04% | 0.32% | 1.01% | Q2 2013 | Q2 2021 | 33 |
Bartlett & Co. LLC | 26 | 7 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2021 | 33 |
FIRST FOUNDATION ADVISORS | 27 | 6 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q2 2023 | 33 |
Carroll Financial Associates, Inc. | 31 | 2 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q4 2021 | 33 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 32 | 32 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q1 2021 | 32 |
Oxbow Advisors, LLC | 32 | 32 | 0.10% | 0.54% | 1.95% | Q2 2015 | Q1 2023 | 32 |
QUADRANT CAPITAL GROUP LLC | 32 | 32 | 0.00% | 0.01% | 0.08% | Q3 2015 | Q2 2023 | 32 |
Advisors Asset Management, Inc. | 19 | 13 | 0.00% | 0.04% | 0.11% | Q4 2013 | Q2 2023 | 32 |
Pointe Capital Management LLC | 25 | 7 | 0.34% | 1.43% | 3.32% | Q1 2015 | Q1 2023 | 32 |
Parkside Financial Bank & Trust | 32 | 32 | 0.04% | 0.16% | 0.75% | Q3 2015 | Q2 2023 | 32 |
West Family Investments, Inc. | 32 | 32 | 0.21% | 0.47% | 1.57% | Q2 2013 | Q1 2021 | 32 |
WASHINGTON TRUST Co | 16 | 2 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q2 2023 | 32 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 1 | 0.01% | 0.04% | 0.10% | Q3 2014 | Q2 2023 | 32 |
WESTWOOD HOLDINGS GROUP INC | 29 | 3 | 0.10% | 0.51% | 0.87% | Q2 2013 | Q2 2023 | 32 |
Violich Capital Management, Inc. | 29 | 3 | 0.04% | 0.38% | 0.64% | Q2 2013 | Q2 2023 | 32 |
Keel Point, LLC | 32 | 32 | 0.05% | 0.22% | 0.62% | Q1 2015 | Q4 2022 | 32 |
Argent Trust Co | 31 | 1 | 0.02% | 0.12% | 0.29% | Q4 2014 | Q2 2023 | 32 |
Essex Financial Services, Inc. | 23 | 9 | 0.04% | 0.13% | 0.31% | Q2 2013 | Q2 2023 | 32 |
LUCAS CAPITAL MANAGEMENT | 32 | 32 | 1.10% | 2.32% | 3.83% | Q1 2013 | Q4 2020 | 32 |
Tower Research Capital LLC (TRC) | 16 | 1 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q2 2023 | 32 |
AlphaMark Advisors, LLC | 32 | 32 | 0.00% | 0.02% | 0.07% | Q3 2015 | Q2 2023 | 32 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 19 | 13 | 0.01% | 0.06% | 0.14% | Q4 2013 | Q2 2023 | 32 |
SIGNATUREFD, LLC | 32 | 32 | 0.00% | 0.03% | 0.10% | Q3 2015 | Q2 2023 | 32 |
MONTAG A & ASSOCIATES INC | 27 | 4 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2021 | 31 |
Diversified Trust Co | 25 | 1 | 0.01% | 0.24% | 0.74% | Q2 2014 | Q2 2023 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q3 2023 | 31 |
ACG Wealth | 28 | 1 | 0.02% | 0.16% | 0.54% | Q2 2013 | Q2 2022 | 31 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 27 | 27 | 0.50% | 3.66% | 10.30% | Q4 2016 | Q2 2023 | 31 |
R.H. Dinel Investment Counsel, Inc. | 19 | 12 | 1.17% | 2.42% | 4.22% | Q4 2013 | Q2 2023 | 31 |
BARINGS LLC | 31 | 31 | 0.00% | 0.10% | 0.24% | Q3 2013 | Q1 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.05% | 0.13% | Q4 2015 | Q3 2023 | 31 |
Sheaff Brock Investment Advisors, LLC | 31 | 31 | 0.05% | 0.15% | 0.32% | Q4 2015 | Q2 2023 | 31 |
OSTERWEIS CAPITAL MANAGEMENT INC | 27 | 4 | 0.01% | 2.26% | 4.29% | Q2 2013 | Q2 2023 | 31 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 31 | 31 | 0.10% | 0.48% | 1.25% | Q4 2015 | Q2 2023 | 31 |
Evanson Asset Management, LLC | 25 | 6 | 0.02% | 0.20% | 0.58% | Q4 2013 | Q2 2023 | 31 |
Cottage Street Advisors LLC | 31 | 31 | 2.29% | 4.13% | 6.10% | Q4 2015 | Q2 2023 | 31 |
Anchor Investment Management, LLC | 30 | 30 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q2 2023 | 30 |
Asset Dedication, LLC | 26 | 4 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q2 2023 | 30 |
Ausdal Financial Partners, Inc. | 19 | 11 | 0.04% | 0.10% | 0.18% | Q4 2015 | Q2 2023 | 30 |
ROPES WEALTH ADVISORS LLC | 24 | 6 | 0.03% | 0.16% | 0.58% | Q1 2015 | Q2 2023 | 30 |
Advisory Services Network, LLC | 16 | 1 | 0.00% | 0.04% | 0.13% | Q4 2014 | Q2 2023 | 30 |
MOODY LYNN & LIEBERSON, LLC | 12 | 1 | 0.01% | 0.27% | 1.10% | Q2 2013 | Q2 2023 | 30 |
ADELL HARRIMAN & CARPENTER INC | 17 | 6 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q1 2023 | 30 |
FAS Wealth Partners, Inc. | 25 | 1 | 0.02% | 0.12% | 0.27% | Q4 2013 | Q4 2021 | 30 |
CHELSEA COUNSEL CO | 27 | 3 | 0.08% | 0.44% | 0.85% | Q2 2013 | Q2 2023 | 30 |
HAP Trading, LLC | 8 | 1 | 0.00% | 0.04% | 0.24% | Q3 2014 | Q1 2023 | 30 |
NOVARE CAPITAL MANAGEMENT LLC | 30 | 30 | 0.46% | 1.63% | 2.60% | Q2 2013 | Q3 2020 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q3 2020 | 30 |
FIDUCIARY TRUST CO | 30 | 30 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q2 2023 | 30 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.02% | 0.33% | 0.92% | Q4 2015 | Q4 2022 | 29 |
COMMERCE BANK | 29 | 29 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q1 2020 | 29 |
PEAPACK GLADSTONE FINANCIAL CORP | 11 | 1 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q2 2023 | 29 |
V Wealth Advisors LLC | 18 | 11 | 0.07% | 0.18% | 0.43% | Q1 2016 | Q2 2023 | 29 |
NewEdge Advisors, LLC | 29 | 29 | 0.01% | 0.11% | 0.43% | Q2 2016 | Q2 2023 | 29 |
ROTHSCHILD INVESTMENT LLC /IL | 29 | 29 | 0.04% | 0.27% | 0.40% | Q2 2016 | Q2 2023 | 29 |
CLEAR STREET MARKETS LLC | 7 | 1 | 0.00% | 0.06% | 0.49% | Q1 2014 | Q2 2023 | 29 |
Hamilton Point Investment Advisors, LLC | 23 | 1 | 0.05% | 0.14% | 0.22% | Q2 2014 | Q2 2023 | 29 |
Fiera Capital Corp | 29 | 29 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q2 2022 | 29 |
INSPIRION WEALTH ADVISORS, LLC | 29 | 29 | 0.05% | 0.81% | 2.80% | Q4 2014 | Q4 2021 | 29 |
COMERICA BANK | 25 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 29 |
Sequoia Financial Advisors, LLC | 11 | 1 | 0.01% | 0.13% | 0.77% | Q4 2013 | Q2 2023 | 29 |
BANK OF THE WEST | 29 | 29 | 0.06% | 0.08% | 0.12% | Q2 2013 | Q2 2020 | 29 |
Arcus Capital Partners, LLC | 17 | 1 | 0.02% | 0.19% | 0.46% | Q4 2015 | Q2 2023 | 29 |
FIRST NATIONAL TRUST CO | 29 | 29 | 0.05% | 0.12% | 0.22% | Q2 2013 | Q2 2020 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.15% | 0.53% | 0.97% | Q4 2013 | Q4 2020 | 29 |
SL ADVISORS, LLC | 29 | 29 | 0.26% | 2.57% | 3.75% | Q2 2016 | Q2 2023 | 29 |
PITTENGER & ANDERSON INC | 29 | 29 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q2 2021 | 29 |
Kistler-Tiffany Companies, LLC | 26 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2021 | 29 |
River Road Asset Management, LLC | 29 | 29 | 0.02% | 0.45% | 0.85% | Q3 2015 | Q3 2022 | 29 |
C.V. Starr & Co., Inc. Trust | 28 | 28 | 3.51% | 4.98% | 5.85% | Q2 2013 | Q1 2020 | 28 |
HUTNER CAPITAL MANAGEMENT INC | 28 | 28 | 0.20% | 0.44% | 0.66% | Q3 2016 | Q2 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.06% | 0.13% | 0.22% | Q2 2013 | Q1 2020 | 28 |
NORTHEAST INVESTMENT MANAGEMENT | 27 | 1 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q1 2023 | 28 |
Beach Investment Management, LLC. | 28 | 28 | 4.19% | 5.58% | 7.39% | Q2 2013 | Q1 2020 | 28 |
STARR INTERNATIONAL CO INC | 28 | 28 | 0.24% | 1.35% | 5.19% | Q2 2013 | Q1 2020 | 28 |
SignalPoint Asset Management, LLC | 28 | 28 | 0.13% | 0.19% | 0.32% | Q3 2016 | Q2 2023 | 28 |
ELCO Management Co., LLC | 28 | 28 | 0.25% | 0.81% | 1.47% | Q3 2016 | Q2 2023 | 28 |
Sumitomo Mitsui Trust Holdings, Inc. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2021 | 28 |
CWM, LLC | 21 | 7 | 0.00% | 0.00% | 0.02% | Q2 2016 | Q2 2023 | 28 |
SECURIAN ASSET MANAGEMENT, INC | 28 | 28 | 0.04% | 0.07% | 0.12% | Q3 2015 | Q2 2022 | 28 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 18 | 10 | 0.01% | 0.07% | 0.12% | Q2 2013 | Q4 2021 | 28 |
FineMark National Bank & Trust | 25 | 3 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q2 2023 | 28 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 24 | 4 | 0.17% | 0.36% | 0.58% | Q1 2014 | Q1 2021 | 28 |
Eagle Ridge Investment Management | 28 | 28 | 0.04% | 0.20% | 0.34% | Q2 2013 | Q1 2020 | 28 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 27 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2020 | 28 |
GHP Investment Advisors, Inc. | 27 | 27 | 0.08% | 0.22% | 0.39% | Q2 2013 | Q4 2019 | 27 |
Plante Moran Financial Advisors, LLC | 22 | 5 | 0.00% | 0.07% | 0.41% | Q2 2013 | Q2 2021 | 27 |
Aperio Group, LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2019 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 2.25% | 3.30% | 4.12% | Q2 2013 | Q4 2019 | 27 |
SFMG, LLC | 27 | 27 | 0.09% | 0.36% | 0.75% | Q2 2013 | Q4 2019 | 27 |
Lee Financial Co | 27 | 27 | 0.01% | 0.04% | 0.07% | Q4 2016 | Q2 2023 | 27 |
WBH ADVISORY INC | 27 | 27 | 0.06% | 0.14% | 0.25% | Q2 2013 | Q4 2019 | 27 |
Avior Wealth Management, LLC | 27 | 27 | 0.02% | 0.10% | 0.17% | Q1 2014 | Q3 2020 | 27 |
Country Club Trust Company, n.a. | 27 | 27 | 0.02% | 0.23% | 0.60% | Q2 2013 | Q4 2019 | 27 |
Bogart Wealth, LLC | 27 | 27 | 0.01% | 0.45% | 1.50% | Q4 2016 | Q2 2023 | 27 |
HARTLINE INVESTMENT CORP/ | 22 | 1 | 0.04% | 0.08% | 0.10% | Q2 2013 | Q2 2023 | 27 |
SECURITY NATIONAL TRUST CO | 27 | 27 | 0.07% | 0.10% | 0.14% | Q2 2013 | Q4 2019 | 27 |
MYCIO WEALTH PARTNERS, LLC | 27 | 27 | 0.06% | 0.11% | 0.22% | Q2 2013 | Q4 2019 | 27 |
Parallel Advisors, LLC | 27 | 27 | 0.01% | 0.03% | 0.09% | Q4 2016 | Q2 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.38% | 0.56% | 0.82% | Q2 2013 | Q4 2019 | 27 |
Harvest Fund Advisors LLC | 18 | 9 | 1.28% | 4.31% | 7.06% | Q2 2013 | Q1 2020 | 27 |
Marquette Asset Management, LLC | 27 | 27 | 0.69% | 1.08% | 1.48% | Q2 2013 | Q4 2019 | 27 |
NORTHSTAR INVESTMENT ADVISORS LLC | 27 | 27 | 0.22% | 0.50% | 1.64% | Q2 2013 | Q4 2019 | 27 |
Clearstead Trust, LLC | 27 | 27 | 0.09% | 0.86% | 1.91% | Q4 2016 | Q2 2023 | 27 |
Blankinship & Foster, LLC | 27 | 27 | 0.30% | 0.72% | 1.80% | Q4 2016 | Q2 2023 | 27 |
Aviance Capital Partners, LLC | 27 | 27 | 0.07% | 0.34% | 0.76% | Q2 2013 | Q4 2019 | 27 |
Allianz Asset Management GmbH | 19 | 1 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q4 2021 | 27 |
FMA ADVISORY INC | 19 | 1 | 0.95% | 2.17% | 3.69% | Q2 2013 | Q3 2021 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q4 2019 | 27 |
MONETARY MANAGEMENT GROUP INC | 18 | 8 | 0.03% | 0.05% | 0.08% | Q4 2013 | Q2 2020 | 26 |
Shamrock Asset Management LLC | 26 | 26 | 0.13% | 0.22% | 0.45% | Q2 2013 | Q3 2019 | 26 |
Pacific Center for Financial Services | 24 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q2 2023 | 26 |
WELCH & FORBES LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2023 | 26 |
Verity Asset Management, Inc. | 7 | 1 | 0.14% | 0.28% | 0.53% | Q4 2014 | Q2 2023 | 26 |
CFO4Life Group, LLC | 26 | 26 | 0.06% | 0.14% | 0.36% | Q1 2017 | Q2 2023 | 26 |
HOLDERNESS INVESTMENTS CO | 26 | 26 | 0.08% | 0.21% | 0.34% | Q1 2017 | Q2 2023 | 26 |
JENNISON ASSOCIATES LLC | 18 | 3 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q2 2023 | 26 |
BBVA USA Bancshares, Inc. | 22 | 4 | 0.01% | 0.04% | 0.11% | Q1 2014 | Q1 2021 | 26 |
Riggs Asset Managment Co. Inc. | 26 | 26 | 1.45% | 2.70% | 4.04% | Q4 2013 | Q1 2020 | 26 |
OPPENHEIMER ASSET MANAGEMENT INC. | 26 | 26 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2023 | 26 |
Private Ocean, LLC | 22 | 4 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q2 2023 | 26 |
GAMBLE JONES INVESTMENT COUNSEL | 24 | 2 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q4 2022 | 26 |
Edge Wealth Management LLC | 17 | 1 | 0.01% | 0.32% | 0.79% | Q2 2013 | Q4 2021 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2023 | 26 |
NEXT Financial Group, Inc | 13 | 6 | 0.00% | 0.05% | 0.22% | Q3 2014 | Q4 2021 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Capital Investment Advisory Services, LLC | 15 | 11 | 0.03% | 0.12% | 0.39% | Q4 2016 | Q2 2023 | 26 |
HM PAYSON & CO | 17 | 3 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q2 2023 | 25 |
Oakworth Capital, Inc. | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2020 | 25 |
Crescent Grove Advisors, LLC | 25 | 25 | 0.02% | 0.07% | 0.24% | Q2 2017 | Q2 2023 | 25 |
PAYDEN & RYGEL | 25 | 25 | 0.11% | 1.36% | 2.42% | Q4 2013 | Q4 2019 | 25 |
OppenheimerFunds, Inc. | 25 | 25 | 0.26% | 0.77% | 1.22% | Q1 2013 | Q1 2019 | 25 |
Manchester Capital Management LLC | 25 | 25 | 0.00% | 0.04% | 0.16% | Q3 2014 | Q3 2020 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.37% | 0.90% | 1.70% | Q2 2013 | Q2 2019 | 25 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 25 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q2 2019 | 25 |
Tortoise Index Solutions, LLC | 23 | 2 | 0.24% | 1.89% | 3.90% | Q2 2015 | Q2 2023 | 25 |
Global Retirement Partners, LLC | 19 | 6 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q2 2023 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.03% | 0.06% | 0.13% | Q3 2015 | Q3 2021 | 25 |
First Personal Financial Services | 25 | 25 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q1 2021 | 25 |
AUA CAPITAL MANAGEMENT, LLC | 25 | 25 | 0.04% | 0.12% | 0.32% | Q4 2016 | Q4 2022 | 25 |
ADVISORY RESEARCH INC | 25 | 25 | 1.34% | 2.30% | 4.09% | Q2 2013 | Q2 2019 | 25 |
BB&T SECURITIES, LLC | 25 | 25 | 0.01% | 0.07% | 0.14% | Q3 2013 | Q3 2019 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.20% | 0.61% | 1.15% | Q4 2015 | Q4 2021 | 25 |
NewSquare Capital LLC | 24 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2020 | 25 |
FIRST MIDWEST BANK TRUST DIVISION | 25 | 25 | 0.03% | 0.06% | 0.09% | Q2 2014 | Q2 2020 | 25 |
Ameritas Investment Partners, Inc. | 22 | 3 | 0.00% | 0.02% | 0.09% | Q1 2015 | Q1 2023 | 25 |
Calamos Advisors LLC | 24 | 24 | 0.01% | 0.03% | 0.23% | Q3 2017 | Q2 2023 | 24 |
ATWOOD & PALMER INC | 18 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q4 2022 | 24 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 9 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2019 | 24 |
Lehman Financial Resources, Inc. | 24 | 24 | 0.41% | 2.72% | 4.83% | Q4 2012 | Q3 2018 | 24 |
Moisand Fitzgerald Tamayo, LLC | 24 | 24 | 0.01% | 0.03% | 0.17% | Q3 2017 | Q2 2023 | 24 |
Samson Capital Management, LLC | 24 | 24 | 8.96% | 12.88% | 19.59% | Q3 2013 | Q2 2019 | 24 |
Phocas Financial Corp. | 13 | 1 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q4 2022 | 24 |
Sargent Bickham Lagudis LLC | 23 | 1 | 0.00% | 0.02% | 0.04% | Q1 2016 | Q2 2022 | 24 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 24 | 24 | 0.02% | 0.44% | 1.64% | Q1 2014 | Q4 2019 | 24 |
Summit Asset Management, LLC | 19 | 1 | 0.06% | 0.18% | 0.34% | Q2 2013 | Q1 2023 | 24 |
Cascade Investment Advisors, Inc. | 16 | 1 | 0.01% | 0.08% | 0.28% | Q2 2016 | Q1 2023 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.07% | 0.15% | 0.28% | Q2 2013 | Q1 2019 | 24 |
State of New Jersey Common Pension Fund D | 24 | 24 | 0.00% | 0.08% | 0.13% | Q4 2015 | Q3 2021 | 24 |
Freestone Capital Holdings, LLC | 22 | 2 | 0.00% | 0.20% | 0.45% | Q3 2015 | Q2 2023 | 24 |
CAPTRUST FINANCIAL ADVISORS | 24 | 24 | 0.01% | 0.06% | 0.12% | Q3 2017 | Q2 2023 | 24 |
Founders Capital Management | 13 | 11 | 0.04% | 0.07% | 0.23% | Q1 2017 | Q2 2023 | 24 |
Lowe Wealth Advisors, LLC | 24 | 24 | 0.01% | 0.01% | 0.02% | Q3 2015 | Q2 2021 | 24 |
Rodgers Brothers Inc. | 21 | 3 | 0.07% | 0.11% | 0.19% | Q2 2016 | Q3 2022 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 23 | 23 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q2 2023 | 23 |
First Western Capital Management Co | 21 | 2 | 0.29% | 1.18% | 3.25% | Q4 2013 | Q3 2019 | 23 |
Avondale Wealth Management | 23 | 23 | 0.05% | 0.07% | 0.14% | Q4 2017 | Q2 2023 | 23 |
SeaCrest Wealth Management, LLC | 23 | 23 | 0.03% | 0.11% | 0.20% | Q4 2017 | Q2 2023 | 23 |
Mutual Advisors, LLC | 23 | 23 | 0.02% | 0.08% | 0.32% | Q4 2017 | Q2 2023 | 23 |
Cornell Pochily Investment Advisors, Inc. | 23 | 23 | 0.16% | 0.27% | 0.50% | Q4 2017 | Q2 2023 | 23 |
Belpointe Asset Management LLC | 23 | 23 | 0.02% | 0.06% | 0.12% | Q3 2017 | Q1 2023 | 23 |
Epoch Investment Partners, Inc. | 23 | 23 | 0.26% | 0.36% | 0.46% | Q3 2017 | Q1 2023 | 23 |
Patriot Financial Group Insurance Agency, LLC | 23 | 23 | 0.00% | 0.22% | 0.70% | Q4 2016 | Q2 2022 | 23 |
Pekin Hardy Strauss, Inc. | 17 | 2 | 0.03% | 0.17% | 0.52% | Q1 2014 | Q1 2023 | 23 |
AdvisorNet Financial, Inc | 23 | 23 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 23 |
Uniplan Investment Counsel, Inc. | 23 | 23 | 0.05% | 0.09% | 0.20% | Q1 2016 | Q3 2021 | 23 |
Fernwood Investment Management, LLC | 17 | 6 | 0.10% | 0.19% | 0.26% | Q4 2013 | Q3 2019 | 23 |
CYPRESS ASSET MANAGEMENT INC/TX | 23 | 23 | 0.11% | 1.58% | 2.25% | Q2 2013 | Q4 2018 | 23 |
HoyleCohen, LLC | 23 | 23 | 0.04% | 0.08% | 0.14% | Q4 2017 | Q2 2023 | 23 |
PIN OAK INVESTMENT ADVISORS INC | 23 | 23 | 0.29% | 1.53% | 3.06% | Q4 2017 | Q2 2023 | 23 |
Jacobi Capital Management LLC | 17 | 6 | 0.00% | 0.03% | 0.08% | Q3 2017 | Q2 2023 | 23 |
Independent Advisor Alliance | 23 | 23 | 0.00% | 0.07% | 0.31% | Q4 2017 | Q2 2023 | 23 |
Brown Advisory Securities, LLC | 23 | 23 | 0.07% | 0.14% | 0.21% | Q2 2013 | Q4 2018 | 23 |
Regal Investment Advisors LLC | 23 | 23 | 0.04% | 0.07% | 0.12% | Q2 2013 | Q4 2018 | 23 |
TRUIST FINANCIAL CORP | 15 | 1 | 0.01% | 0.01% | 0.04% | Q3 2015 | Q2 2023 | 23 |
Camelot Portfolios, LLC | 22 | 1 | 0.09% | 0.35% | 0.55% | Q2 2013 | Q1 2019 | 23 |
WINSLOW ASSET MANAGEMENT INC | 22 | 22 | 0.04% | 0.10% | 0.15% | Q2 2013 | Q3 2018 | 22 |
Altavista Wealth Management, Inc. | 17 | 5 | 0.05% | 0.11% | 0.18% | Q2 2016 | Q4 2021 | 22 |
UMB Bank, n.a. | 22 | 22 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 22 |
Allen Capital Group, LLC | 20 | 2 | 0.25% | 0.41% | 0.50% | Q4 2017 | Q2 2023 | 22 |
PRENTISS SMITH & CO INC | 22 | 22 | 0.01% | 0.04% | 0.07% | Q2 2013 | Q3 2018 | 22 |
BUSH ODONNELL INVESTMENT ADVISORS INC | 22 | 22 | 0.29% | 0.53% | 0.71% | Q2 2013 | Q3 2018 | 22 |
SOLARIS ASSET MANAGEMENT LLC | 22 | 22 | 0.25% | 0.92% | 2.11% | Q2 2013 | Q3 2018 | 22 |
MARK ASSET MANAGEMENT LP | 18 | 2 | 0.05% | 0.06% | 0.09% | Q3 2013 | Q3 2019 | 22 |
Rockefeller Capital Management L.P. | 22 | 22 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 22 |
Steward Partners Investment Advisory, LLC | 22 | 22 | 0.01% | 0.02% | 0.05% | Q1 2018 | Q2 2023 | 22 |
SPINNAKER TRUST | 22 | 22 | 0.06% | 0.17% | 0.53% | Q3 2017 | Q4 2022 | 22 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 22 | 22 | 0.18% | 0.61% | 1.17% | Q3 2016 | Q4 2021 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.06% | 0.13% | 0.20% | Q1 2018 | Q2 2023 | 22 |
ICON ADVISERS INC/CO | 14 | 1 | 0.05% | 0.56% | 1.01% | Q4 2014 | Q1 2023 | 22 |
Bedel Financial Consulting, Inc. | 18 | 4 | 0.05% | 0.11% | 0.26% | Q4 2017 | Q2 2023 | 22 |
Virtu Financial LLC | 12 | 2 | 0.02% | 0.22% | 1.03% | Q3 2015 | Q3 2021 | 22 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 11 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q2 2023 | 22 |
WELLINGTON MANAGEMENT GROUP LLP | 11 | 4 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2022 | 21 |
RiverGlades Family Offices LLC | 14 | 3 | 0.34% | 0.48% | 0.63% | Q4 2017 | Q2 2023 | 21 |
METROPOLITAN LIFE INSURANCE CO/NY | 21 | 21 | 0.09% | 0.20% | 0.41% | Q2 2013 | Q2 2018 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.01% | 0.05% | 0.12% | Q1 2014 | Q1 2019 | 21 |
Global X Management CO LLC | 21 | 21 | 0.38% | 1.13% | 1.89% | Q2 2013 | Q2 2018 | 21 |
Aevitas Wealth Management, Inc. | 21 | 21 | 0.18% | 0.79% | 1.78% | Q4 2017 | Q4 2022 | 21 |
Icon Wealth Partners, LLC | 19 | 2 | 0.32% | 1.09% | 2.49% | Q4 2017 | Q2 2023 | 21 |
Cypress Capital Management LLC (WY) | 12 | 9 | 0.02% | 0.05% | 0.32% | Q3 2016 | Q2 2023 | 21 |
MONETA GROUP INVESTMENT ADVISORS LLC | 19 | 1 | 0.01% | 0.07% | 0.15% | Q3 2015 | Q2 2023 | 21 |
Hudock, Inc. | 21 | 21 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 21 |
Archford Capital Strategies, LLC | 16 | 5 | 0.05% | 0.15% | 0.24% | Q1 2014 | Q2 2019 | 21 |
Ipswich Investment Management Co., Inc. | 20 | 1 | 0.02% | 0.18% | 0.29% | Q1 2016 | Q2 2023 | 21 |
Mengis Capital Management, Inc. | 21 | 21 | 0.07% | 0.26% | 0.44% | Q1 2015 | Q1 2020 | 21 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 21 | 21 | 0.13% | 0.55% | 0.82% | Q2 2013 | Q2 2018 | 21 |
IHT Wealth Management, LLC | 7 | 2 | 0.00% | 0.04% | 0.12% | Q1 2017 | Q2 2023 | 21 |
WEDBUSH SECURITIES INC | 20 | 1 | 0.03% | 0.11% | 0.21% | Q2 2013 | Q4 2020 | 21 |
SELZ CAPITAL LLC | 21 | 21 | 0.56% | 5.70% | 9.39% | Q2 2013 | Q2 2018 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.09% | 0.43% | 0.71% | Q2 2013 | Q2 2018 | 21 |
Cordasco Financial Network | 9 | 2 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q2 2022 | 21 |
Callahan Advisors, LLC | 11 | 4 | 0.04% | 0.05% | 0.08% | Q1 2014 | Q4 2019 | 21 |
Fieldpoint Private Securities, LLC | 20 | 1 | 0.35% | 0.82% | 2.47% | Q1 2017 | Q2 2022 | 21 |
MONROE BANK & TRUST/MI | 21 | 21 | 0.06% | 0.12% | 0.22% | Q2 2013 | Q2 2018 | 21 |
VNBTrust, National Association | 21 | 21 | 0.13% | 0.27% | 0.58% | Q2 2013 | Q2 2018 | 21 |
AQR Arbitrage LLC | 21 | 21 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2020 | 21 |
NEVILLE RODIE & SHAW INC | 19 | 1 | 0.02% | 0.06% | 0.09% | Q2 2013 | Q2 2018 | 20 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.04% | 0.10% | Q2 2013 | Q4 2019 | 20 |
ING GROEP NV | 7 | 1 | 0.02% | 0.51% | 2.00% | Q4 2014 | Q2 2023 | 20 |
WMS Partners, LLC | 20 | 20 | 0.02% | 0.05% | 0.12% | Q4 2013 | Q3 2018 | 20 |
Pinnacle Bancorp, Inc. | 19 | 1 | 0.04% | 0.08% | 0.20% | Q1 2017 | Q2 2023 | 20 |
Canton Hathaway, LLC | 20 | 20 | 0.02% | 0.18% | 0.61% | Q3 2018 | Q2 2023 | 20 |
FARMERS & MERCHANTS INVESTMENTS INC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2023 | 20 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2023 | 20 |
Mirae Asset Global Investments Co., Ltd. | 20 | 20 | 0.24% | 0.47% | 0.72% | Q3 2018 | Q2 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 20 |
Abacus Planning Group, Inc. | 20 | 20 | 0.13% | 0.28% | 0.45% | Q4 2017 | Q3 2022 | 20 |
COWEN INC. | 20 | 20 | 0.00% | 0.14% | 0.30% | Q1 2013 | Q4 2017 | 20 |
Raub Brock Capital Management LP | 20 | 20 | 2.77% | 3.48% | 4.08% | Q2 2013 | Q1 2018 | 20 |
LEVEL FOUR ADVISORY SERVICES, LLC | 18 | 2 | 0.01% | 0.07% | 0.28% | Q4 2016 | Q2 2023 | 20 |
Jackson Hole Capital Partners, LLC | 19 | 19 | 0.02% | 1.39% | 2.49% | Q4 2018 | Q2 2023 | 20 |
Hanson & Doremus Investment Management | 12 | 1 | 0.00% | 0.02% | 0.06% | Q1 2014 | Q1 2023 | 20 |
HOWE & RUSLING INC | 16 | 1 | 0.00% | 0.74% | 1.71% | Q1 2015 | Q2 2023 | 20 |
Financial Architects, Inc | 15 | 5 | 0.01% | 0.04% | 0.12% | Q2 2014 | Q3 2019 | 20 |
Gradient Investments LLC | 8 | 1 | 0.00% | 0.00% | 0.04% | Q4 2013 | Q2 2023 | 20 |
CAPITAL ONE, NATIONAL ASSOCIATION | 19 | 1 | 0.02% | 0.06% | 0.19% | Q4 2013 | Q4 2019 | 20 |
Stokes Capital Advisors, LLC | 17 | 3 | 0.08% | 0.50% | 1.04% | Q4 2017 | Q2 2023 | 20 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 20 | 20 | 0.08% | 0.11% | 0.18% | Q3 2014 | Q2 2019 | 20 |
Sterling Capital Management LLC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2019 | 20 |
GROUP ONE TRADING, L.P. | 11 | 1 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q1 2023 | 20 |
Quad-Cities Investment Group, LLC | 11 | 1 | 0.16% | 0.24% | 0.38% | Q1 2018 | Q2 2023 | 20 |
ENTERPRISE FINANCIAL SERVICES CORP | 20 | 20 | 0.00% | 0.05% | 0.09% | Q2 2014 | Q1 2019 | 20 |
THOMASPARTNERS, INC. | 20 | 20 | 0.13% | 0.47% | 1.26% | Q2 2013 | Q1 2018 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.02% | 0.04% | 0.06% | Q4 2014 | Q3 2019 | 20 |
Huntington Steele LLC | 20 | 20 | 1.61% | 2.76% | 3.32% | Q2 2013 | Q1 2018 | 20 |
Cowen Prime Services LLC | 20 | 20 | 0.57% | 0.97% | 1.42% | Q3 2016 | Q2 2021 | 20 |
Kovack Advisors, Inc. | 16 | 4 | 0.05% | 0.09% | 0.18% | Q2 2017 | Q2 2022 | 20 |
Cornerstone Advisory, LLC | 12 | 3 | 0.04% | 0.09% | 0.23% | Q1 2017 | Q2 2023 | 19 |
Archer Investment Corp | 19 | 19 | 0.11% | 0.23% | 0.48% | Q4 2018 | Q2 2023 | 19 |
Regis Management CO LLC | 19 | 19 | 0.03% | 0.07% | 0.10% | Q3 2014 | Q1 2019 | 19 |
Ardevora Asset Management LLP | 12 | 7 | 0.40% | 1.06% | 1.41% | Q1 2015 | Q3 2020 | 19 |
1834 INVESTMENT ADVISORS CO | 19 | 19 | 0.01% | 0.04% | 0.06% | Q1 2018 | Q3 2022 | 19 |
Wealth Alliance Advisory Group, LLC | 11 | 1 | 0.10% | 0.12% | 0.20% | Q4 2017 | Q2 2023 | 19 |
BOYS ARNOLD & CO INC | 11 | 8 | 0.04% | 0.12% | 0.28% | Q1 2014 | Q4 2018 | 19 |
WADDELL & REED FINANCIAL INC | 19 | 19 | 0.01% | 0.03% | 0.06% | Q3 2016 | Q1 2021 | 19 |
Edge Capital Group, LLC | 19 | 19 | 0.02% | 0.09% | 0.28% | Q4 2018 | Q2 2023 | 19 |
Soros Fund Management | 19 | 19 | 0.05% | 0.09% | 0.17% | Q4 2018 | Q2 2023 | 19 |
Pasadena Private Wealth, LLC | 19 | 19 | 0.10% | 0.17% | 0.49% | Q4 2018 | Q2 2023 | 19 |
AMERICAN FINANCIAL GROUP INC | 19 | 19 | 0.06% | 0.17% | 0.31% | Q4 2018 | Q2 2023 | 19 |
Wambolt & Associates, LLC | 19 | 19 | 0.13% | 0.39% | 0.89% | Q4 2018 | Q2 2023 | 19 |
Summit Equities Inc | 19 | 19 | 0.13% | 0.36% | 0.73% | Q1 2014 | Q3 2018 | 19 |
Delta Investment Management, LLC | 19 | 19 | 0.29% | 1.76% | 4.34% | Q4 2018 | Q2 2023 | 19 |
Center Coast Capital Advisors, LP | 19 | 19 | 2.28% | 3.53% | 4.54% | Q2 2013 | Q4 2017 | 19 |
STATE STREET CORP | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2017 | 19 |
Ferris Capital, LLC | 16 | 3 | 0.25% | 0.65% | 1.28% | Q2 2017 | Q1 2022 | 19 |
FDx Advisors, Inc. | 17 | 2 | 0.01% | 0.09% | 0.21% | Q4 2014 | Q4 2019 | 19 |
New England Private Wealth Advisors LLC | 19 | 19 | 0.10% | 0.14% | 0.18% | Q1 2015 | Q3 2019 | 19 |
JANUS HENDERSON GROUP PLC | 18 | 1 | 0.00% | 0.18% | 0.28% | Q2 2017 | Q2 2023 | 19 |
RiverPark Advisors, LLC | 13 | 6 | 0.06% | 0.32% | 0.87% | Q2 2015 | Q1 2022 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2017 | 19 |
JNBA Financial Advisors | 16 | 1 | 0.00% | 0.00% | 0.07% | Q3 2016 | Q3 2022 | 19 |
DONALDSON CAPITAL MANAGEMENT, LLC | 16 | 3 | 0.02% | 0.03% | 0.08% | Q1 2016 | Q2 2023 | 19 |
Clearstead Advisors, LLC | 14 | 2 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q4 2022 | 19 |
TCI Wealth Advisors, Inc. | 16 | 1 | 0.00% | 0.03% | 0.08% | Q4 2012 | Q3 2022 | 19 |
Texan Capital Management | 19 | 19 | 0.90% | 1.83% | 3.07% | Q2 2013 | Q4 2017 | 19 |
Private Wealth Partners, LLC | 8 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2023 | 18 |
Jefferies Group LLC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q3 2013 | Q1 2018 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.03% | 0.05% | 0.08% | Q4 2015 | Q1 2020 | 18 |
BOSTON ADVISORS LLC | 15 | 3 | 0.01% | 0.01% | 0.02% | Q4 2014 | Q3 2019 | 18 |
PrairieView Partners, LLC | 16 | 2 | 0.03% | 0.04% | 0.08% | Q4 2017 | Q2 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.13% | 0.40% | Q2 2013 | Q3 2014 | 18 |
CROFT-LEOMINSTER INC | 18 | 18 | 0.09% | 0.14% | 0.17% | Q2 2013 | Q3 2017 | 18 |
MERCER GLOBAL ADVISORS INC /ADV | 18 | 18 | 0.01% | 0.01% | 0.03% | Q1 2019 | Q2 2023 | 18 |
TRUST CO OF VERMONT | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2023 | 18 |
Affiance Financial, LLC | 9 | 1 | 0.06% | 0.30% | 0.78% | Q4 2014 | Q4 2022 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 0.19% | 0.42% | 0.63% | Q2 2013 | Q3 2017 | 18 |
RDA Financial Network | 18 | 18 | 0.12% | 0.16% | 0.20% | Q1 2019 | Q2 2023 | 18 |
South Street Advisors LLC | 9 | 9 | 0.06% | 0.14% | 0.26% | Q4 2018 | Q2 2023 | 18 |
Stillwater Capital Advisors, LLC | 9 | 2 | 0.04% | 0.06% | 0.07% | Q1 2015 | Q2 2023 | 18 |
Brookfield Asset Management | 13 | 5 | 0.18% | 0.46% | 0.98% | Q2 2018 | Q2 2023 | 18 |
DENVER INVESTMENT ADVISORS LLC | 18 | 18 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q1 2018 | 18 |
Friedberg Investment Management | 18 | 18 | 1.15% | 3.03% | 4.66% | Q2 2013 | Q3 2017 | 18 |
Certified Advisory Corp | 11 | 1 | 0.04% | 0.11% | 0.26% | Q4 2017 | Q2 2023 | 18 |
TRAVELERS COMPANIES, INC. | 18 | 18 | 14.65% | 17.88% | 21.24% | Q2 2013 | Q3 2017 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.07% | 0.11% | 0.15% | Q2 2013 | Q3 2017 | 18 |
NATIXIS | 18 | 18 | 0.00% | 0.26% | 0.79% | Q1 2019 | Q2 2023 | 18 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q3 2022 | 18 |
EXANE DERIVATIVES | 18 | 18 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2019 | 18 |
YORKVILLE CAPITAL MANAGEMENT, LLC | 13 | 5 | 5.01% | 6.08% | 8.39% | Q2 2013 | Q4 2017 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2023 | 18 |
Maple Capital Management, Inc. | 12 | 2 | 0.04% | 0.07% | 0.10% | Q2 2014 | Q3 2019 | 18 |
RAY GERALD L & ASSOCIATES LTD | 18 | 18 | 0.79% | 0.97% | 1.19% | Q2 2013 | Q3 2017 | 18 |
Brookstone Capital Management | 11 | 1 | 0.00% | 0.05% | 0.14% | Q2 2014 | Q1 2023 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2017 | 18 |
HANCOCK WHITNEY CORP | 8 | 3 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q2 2023 | 18 |
VAN ECK ASSOCIATES CORP | 18 | 18 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q2 2023 | 18 |
Carmichael Hill & Associates, Inc. | 16 | 2 | 0.04% | 0.09% | 0.39% | Q1 2018 | Q2 2023 | 18 |
Geneva Advisors, LLC | 17 | 17 | 1.18% | 1.46% | 2.09% | Q2 2013 | Q2 2017 | 17 |
CWA Asset Management Group, LLC | 15 | 2 | 0.02% | 0.12% | 0.19% | Q2 2016 | Q2 2023 | 17 |
QCI ASSET MANAGEMENT INC/NY | 17 | 17 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2020 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 1.33% | 1.63% | 2.07% | Q4 2018 | Q4 2022 | 17 |
ASSOCIATED BANC-CORP | 13 | 4 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q4 2020 | 17 |
Meridian Wealth Advisors, LLC | 11 | 1 | 0.05% | 0.12% | 0.25% | Q4 2018 | Q2 2023 | 17 |
FCM INVESTMENTS/TX | 17 | 17 | 0.21% | 0.43% | 0.76% | Q2 2013 | Q2 2017 | 17 |
ALLIANCEBERNSTEIN L.P. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2017 | 17 |
Patten Group, Inc. | 17 | 17 | 0.04% | 0.07% | 0.11% | Q4 2014 | Q4 2018 | 17 |
WHALEROCK POINT PARTNERS, LLC | 10 | 7 | 0.27% | 0.46% | 0.78% | Q4 2013 | Q1 2018 | 17 |
MIDDLETON & CO INC/MA | 14 | 3 | 0.03% | 0.07% | 0.10% | Q2 2013 | Q4 2019 | 17 |
ERTS Wealth Advisors, LLC | 10 | 7 | 0.05% | 0.21% | 0.56% | Q4 2018 | Q1 2023 | 17 |
Taylor Wealth Management Partners | 17 | 17 | 0.14% | 1.00% | 2.78% | Q1 2015 | Q1 2019 | 17 |
Main Street Research LLC | 17 | 17 | 0.04% | 0.89% | 2.28% | Q2 2013 | Q2 2017 | 17 |
Bison Wealth, LLC | 17 | 17 | 0.21% | 0.33% | 0.50% | Q4 2014 | Q4 2018 | 17 |
WHITTIER TRUST CO OF NEVADA INC | 16 | 1 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q4 2019 | 17 |
WFG Advisors, LP | 17 | 17 | 0.01% | 0.20% | 0.40% | Q2 2013 | Q2 2017 | 17 |
BEACON TRUST CO | 17 | 17 | 0.06% | 0.06% | 0.08% | Q1 2013 | Q1 2017 | 17 |
Citizens Business Bank | 17 | 17 | 0.10% | 0.19% | 0.31% | Q4 2015 | Q4 2019 | 17 |
Valeo Financial Advisors, LLC | 15 | 2 | 0.00% | 0.15% | 0.63% | Q3 2017 | Q1 2023 | 17 |
Wealthspire Advisors, L.P. | 17 | 17 | 0.02% | 0.03% | 0.05% | Q4 2015 | Q4 2019 | 17 |
CONDOR CAPITAL MANAGEMENT | 17 | 17 | 0.10% | 0.13% | 0.16% | Q2 2013 | Q2 2017 | 17 |
Sunbelt Securities, Inc. | 8 | 2 | 0.00% | 0.27% | 0.62% | Q2 2016 | Q2 2023 | 17 |
Plancorp, LLC | 14 | 3 | 0.17% | 0.29% | 0.57% | Q1 2015 | Q4 2019 | 17 |
Peak Asset Management, LLC | 16 | 1 | 0.07% | 0.14% | 0.24% | Q4 2014 | Q1 2019 | 17 |
GSA CAPITAL PARTNERS LLP | 3 | 1 | 0.02% | 0.06% | 0.14% | Q2 2013 | Q1 2022 | 17 |
Columbia Asset Management | 7 | 3 | 0.05% | 0.08% | 0.12% | Q4 2013 | Q4 2019 | 17 |
CHOREO, LLC | 16 | 1 | 0.01% | 0.05% | 0.09% | Q3 2014 | Q2 2023 | 17 |
Cabot-Wellington, LLC | 17 | 17 | 3.82% | 5.18% | 7.72% | Q2 2013 | Q2 2017 | 17 |
Semmax Financial Advisors Inc. | 17 | 17 | 0.00% | 0.47% | 0.98% | Q4 2018 | Q4 2022 | 17 |
Investors Research Corp | 17 | 17 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q1 2023 | 17 |
BP CAPITAL FUND ADVISORS, LLC | 12 | 4 | 0.49% | 2.36% | 5.14% | Q4 2015 | Q4 2019 | 16 |
MCKINLEY CAPITAL MANAGEMENT LLC | 13 | 3 | 0.01% | 0.14% | 0.47% | Q1 2014 | Q2 2019 | 16 |
Liberty Mutual Group Asset Management Inc. | 16 | 16 | 0.16% | 0.27% | 0.40% | Q2 2013 | Q1 2017 | 16 |
LVW Advisors, LLC | 15 | 1 | 0.06% | 0.15% | 0.29% | Q4 2015 | Q1 2020 | 16 |
Laffer Tengler Investments, Inc. | 16 | 16 | 0.02% | 0.08% | 0.30% | Q1 2019 | Q4 2022 | 16 |
Mirador Capital Partners LP | 16 | 16 | 0.10% | 0.15% | 0.26% | Q1 2016 | Q4 2019 | 16 |
Quadrant Private Wealth Management, LLC | 16 | 16 | 0.11% | 0.65% | 1.23% | Q4 2017 | Q3 2021 | 16 |
Parsec Financial Management, Inc. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q1 2018 | 16 |
TELEMUS CAPITAL, LLC | 13 | 1 | 0.03% | 0.07% | 0.13% | Q1 2016 | Q1 2021 | 16 |
B. Riley Wealth Management, Inc. | 10 | 6 | 0.00% | 0.35% | 0.79% | Q1 2014 | Q2 2022 | 16 |
IMA Wealth, Inc. | 15 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2023 | 16 |
SouthState Corp | 12 | 1 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q2 2023 | 16 |
Perigon Wealth Management, LLC | 5 | 1 | 0.00% | 0.04% | 0.13% | Q2 2016 | Q2 2023 | 16 |
CAPE COD FIVE CENTS SAVINGS BANK | 16 | 16 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q1 2017 | 16 |
NBT BANK N A /NY | 15 | 1 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q4 2019 | 16 |
AMG Funds LLC | 16 | 16 | 0.68% | 1.20% | 1.81% | Q3 2016 | Q2 2020 | 16 |
CPWM, LLC | 13 | 3 | 0.03% | 0.04% | 0.09% | Q1 2018 | Q3 2022 | 16 |
Williams Jones Wealth Management, LLC. | 16 | 16 | 0.10% | 0.17% | 0.38% | Q3 2019 | Q2 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.30% | 0.72% | 1.37% | Q4 2018 | Q3 2022 | 16 |
EXCALIBUR MANAGEMENT CORP | 12 | 1 | 0.10% | 0.21% | 0.26% | Q1 2015 | Q2 2023 | 16 |
GEODE CAPITAL MANAGEMENT, LLC | 15 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2023 | 16 |
First Capital Advisors Group, LLC. | 9 | 7 | 0.40% | 0.82% | 1.55% | Q4 2016 | Q2 2023 | 16 |
BOURGEON CAPITAL MANAGEMENT LLC | 16 | 16 | 0.02% | 0.03% | 0.10% | Q3 2019 | Q2 2023 | 16 |
Center for Financial Planning, Inc. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 1 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q2 2023 | 15 |
Firestone Capital Management | 15 | 15 | 0.07% | 0.09% | 0.15% | Q4 2019 | Q2 2023 | 15 |
Insight Folios Inc | 15 | 15 | 2.27% | 2.75% | 3.55% | Q4 2019 | Q2 2023 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.35% | 0.65% | Q4 2019 | Q2 2023 | 15 |
Petrus Trust Company, LTA | 15 | 15 | 1.62% | 2.23% | 2.86% | Q1 2018 | Q3 2021 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 15 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2016 | 15 |
Ahrens Investment Partners LLC | 12 | 3 | 0.04% | 0.10% | 0.16% | Q4 2016 | Q2 2022 | 15 |
ISLAY CAPITAL MANAGEMENT, LLC | 15 | 15 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q2 2023 | 15 |
Cresset Asset Management, LLC | 10 | 1 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q2 2023 | 15 |
VAUGHAN & Co SECURITIES, INC. | 15 | 15 | 0.27% | 0.42% | 0.58% | Q4 2019 | Q2 2023 | 15 |
Ensign Peak Advisors, Inc | 15 | 15 | 0.01% | 0.04% | 0.19% | Q4 2019 | Q2 2023 | 15 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 12 | 3 | 0.01% | 0.04% | 0.06% | Q1 2017 | Q2 2023 | 15 |
Trellis Advisors, LLC | 15 | 15 | 0.20% | 0.25% | 0.44% | Q4 2019 | Q2 2023 | 15 |
THOMPSON SIEGEL & WALMSLEY LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2019 | 15 |
Americana Partners, LLC | 15 | 15 | 0.85% | 1.55% | 3.33% | Q4 2019 | Q2 2023 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.05% | 0.09% | 0.15% | Q3 2018 | Q1 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 15 | 15 | 0.07% | 0.09% | 0.16% | Q4 2019 | Q2 2023 | 15 |
Veracity Capital LLC | 15 | 15 | 0.24% | 0.46% | 0.72% | Q4 2019 | Q2 2023 | 15 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 15 | 15 | 0.77% | 1.15% | 2.05% | Q4 2019 | Q2 2023 | 15 |
BerganKDV Wealth Management, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 15 |
AGF Investments LLC | 9 | 1 | 0.00% | 0.01% | 0.07% | Q4 2017 | Q1 2022 | 15 |
ASSETMARK, INC | 13 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2022 | 15 |
TIAA, FSB | 8 | 7 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2022 | 15 |
AE Wealth Management LLC | 9 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q2 2023 | 15 |
Parkwood LLC | 6 | 2 | 0.09% | 0.25% | 0.56% | Q4 2013 | Q2 2023 | 15 |
Inscription Capital, LLC | 5 | 5 | 0.05% | 0.28% | 1.06% | Q4 2018 | Q2 2023 | 15 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Pacer Advisors, Inc. | 15 | 15 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 15 |
BELLEVUE ASSET MANAGEMENT, LLC | 15 | 15 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q4 2016 | 15 |
EagleClaw Capital Managment, LLC | 6 | 1 | 0.07% | 0.14% | 0.18% | Q1 2014 | Q3 2020 | 15 |
Birch Capital Management, LLC | 15 | 15 | 0.08% | 0.26% | 0.76% | Q4 2019 | Q2 2023 | 15 |
Red Door Wealth Management, LLC | 15 | 15 | 0.26% | 0.36% | 0.85% | Q4 2019 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.03% | 0.04% | 0.06% | Q2 2016 | Q4 2019 | 15 |
PSI Advisors, LLC | 15 | 15 | 0.30% | 0.40% | 0.51% | Q4 2019 | Q2 2023 | 15 |
Virtu KCG Holdings LLC | 12 | 3 | 0.01% | 0.03% | 0.07% | Q3 2013 | Q2 2017 | 15 |
Surevest, LLC | 15 | 15 | 0.16% | 0.25% | 0.47% | Q1 2019 | Q3 2022 | 15 |
OSAIC HOLDINGS, INC. | 14 | 14 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.14% | 0.39% | 0.56% | Q2 2013 | Q3 2016 | 14 |
Domani Wealth, LLC | 14 | 14 | 0.38% | 0.88% | 1.28% | Q1 2015 | Q2 2018 | 14 |
Ziegler Capital Management, LLC | 14 | 14 | 0.04% | 0.05% | 0.07% | Q1 2020 | Q2 2023 | 14 |
Rikoon Group, LLC | 14 | 14 | 0.12% | 0.48% | 1.54% | Q3 2016 | Q4 2019 | 14 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2023 | 14 |
GYL FINANCIAL SYNERGIES, LLC | 9 | 5 | 0.02% | 0.09% | 0.19% | Q4 2018 | Q2 2023 | 14 |
CX Institutional | 14 | 14 | 0.19% | 0.25% | 0.38% | Q1 2020 | Q2 2023 | 14 |
Venturi Wealth Management, LLC | 9 | 2 | 0.00% | 0.33% | 0.50% | Q4 2015 | Q2 2023 | 14 |
FIRST NATIONAL BANK SIOUX FALLS | 14 | 14 | 0.19% | 0.25% | 0.29% | Q2 2013 | Q3 2016 | 14 |
Cypress Wealth Advisors LLC | 8 | 6 | 0.38% | 1.06% | 2.05% | Q2 2015 | Q1 2019 | 14 |
Retirement Group, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2023 | 14 |
Bienville Capital Management, LLC | 7 | 2 | 0.02% | 0.09% | 0.17% | Q2 2016 | Q2 2020 | 14 |
WESTPAC BANKING CORP | 12 | 2 | 0.04% | 0.09% | 0.12% | Q2 2016 | Q3 2020 | 14 |
WASATCH ADVISORS LP | 14 | 14 | 0.02% | 0.03% | 0.05% | Q1 2015 | Q2 2018 | 14 |
AXA S.A. | 13 | 1 | 0.00% | 0.02% | 0.03% | Q2 2013 | Q4 2016 | 14 |
FARR MILLER & WASHINGTON LLC/DC | 12 | 2 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q4 2019 | 14 |
Good Life Advisors, LLC | 9 | 5 | 0.04% | 0.17% | 0.47% | Q4 2016 | Q1 2023 | 14 |
Maryland Capital Management | 12 | 2 | 0.03% | 0.06% | 0.09% | Q3 2014 | Q2 2020 | 14 |
INSIGHT 2811, INC. | 14 | 14 | 0.34% | 0.97% | 1.62% | Q2 2013 | Q3 2016 | 14 |
Gemmer Asset Management LLC | 9 | 5 | 0.00% | 0.02% | 0.03% | Q3 2015 | Q4 2021 | 14 |
Blackstone Inc. | 13 | 1 | 0.09% | 0.69% | 1.73% | Q4 2017 | Q2 2023 | 14 |
WADE G W & INC | 14 | 14 | 0.03% | 0.09% | 0.13% | Q1 2015 | Q2 2018 | 14 |
Arkfeld Wealth Strategies, L.L.C. | 11 | 3 | 0.16% | 0.30% | 0.43% | Q4 2019 | Q2 2023 | 14 |
Avion Wealth | 14 | 14 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q2 2023 | 14 |
TimeScale Financial, Inc. | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
HOLLENCREST CAPITAL MANAGEMENT | 14 | 14 | 0.04% | 0.19% | 0.28% | Q4 2013 | Q1 2017 | 14 |
Snowden Capital Advisors LLC | 7 | 7 | 0.01% | 0.05% | 0.09% | Q3 2018 | Q2 2023 | 14 |
MUFG Americas Holdings Corp | 12 | 1 | 0.00% | 0.00% | 0.01% | Q4 2010 | Q4 2020 | 14 |
RR Advisors, LLC | 14 | 14 | 0.20% | 0.33% | 0.50% | Q2 2013 | Q3 2016 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.30% | 0.57% | 0.78% | Q4 2017 | Q1 2021 | 14 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 14 | 14 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2017 | 14 |
FLC Capital Advisors | 9 | 5 | 0.12% | 0.33% | 0.52% | Q4 2018 | Q1 2023 | 14 |
INVESTMENT CENTERS OF AMERICA INC | 14 | 14 | 0.02% | 0.04% | 0.06% | Q2 2014 | Q3 2017 | 14 |
Lindbrook Capital, LLC | 7 | 7 | 0.02% | 0.08% | 0.16% | Q4 2018 | Q2 2023 | 14 |
Covington Capital Management | 10 | 3 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 13 |
GenTrust, LLC | 13 | 13 | 0.04% | 0.10% | 0.21% | Q4 2016 | Q4 2019 | 13 |
TRUSTCORE FINANCIAL SERVICES, LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2022 | 13 |
Heritage Trust Co | 8 | 5 | 0.05% | 0.07% | 0.09% | Q1 2017 | Q2 2023 | 13 |
TIEDEMANN TRUST CO | 13 | 13 | 1.11% | 2.08% | 3.79% | Q2 2013 | Q2 2016 | 13 |
Fortis Advisors, LLC | 13 | 13 | 0.22% | 0.55% | 1.06% | Q4 2016 | Q4 2019 | 13 |
Cedar Wealth Management, LLC | 12 | 1 | 0.02% | 0.10% | 0.19% | Q2 2016 | Q3 2019 | 13 |
SIGNET FINANCIAL MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.04% | 0.09% | Q1 2015 | Q4 2021 | 13 |
Advisors Capital Management, LLC | 13 | 13 | 0.01% | 0.08% | 0.15% | Q1 2020 | Q1 2023 | 13 |
HL FINANCIAL SERVICES LLC | 10 | 3 | 0.01% | 0.01% | 0.02% | Q1 2014 | Q1 2019 | 13 |
Baystate Wealth Management LLC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q1 2017 | Q1 2020 | 13 |
Waldron Private Wealth LLC | 3 | 1 | 0.05% | 0.11% | 0.26% | Q1 2014 | Q2 2018 | 13 |
Chicago Capital, LLC | 7 | 6 | 0.01% | 0.03% | 0.06% | Q2 2018 | Q2 2023 | 13 |
RATIONAL ADVISORS LLC | 8 | 1 | 0.10% | 0.21% | 0.34% | Q1 2012 | Q1 2016 | 13 |
NBW CAPITAL LLC | 6 | 1 | 0.06% | 0.59% | 2.84% | Q2 2013 | Q3 2019 | 13 |
STATE OF WISCONSIN INVESTMENT BOARD | 9 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q2 2023 | 13 |
NWAM LLC | 6 | 2 | 0.02% | 0.06% | 0.09% | Q2 2014 | Q4 2019 | 13 |
SANDERS MORRIS HARRIS LLC | 6 | 1 | 0.04% | 0.09% | 0.45% | Q1 2016 | Q2 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.63% | 0.91% | 1.54% | Q2 2013 | Q2 2016 | 13 |
KANALY TRUST CO | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2013 | Q4 2016 | 13 |
Independent Portfolio Consultants, Inc. | 13 | 13 | 0.02% | 0.03% | 0.06% | Q2 2014 | Q2 2017 | 13 |
Recurrent Investment Advisors LLC | 13 | 13 | 2.23% | 3.22% | 4.56% | Q2 2020 | Q2 2023 | 13 |
ARROW FINANCIAL CORP | 13 | 13 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2018 | 13 |
CoreCommodity Management, LLC | 8 | 1 | 0.04% | 0.13% | 0.18% | Q1 2015 | Q2 2023 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.00% | 0.00% | 0.03% | Q2 2016 | Q2 2019 | 13 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 8 | 1 | 0.03% | 0.24% | 0.42% | Q2 2013 | Q4 2016 | 13 |
SHEPHERD KAPLAN KROCHUK, LLC | 13 | 13 | 0.11% | 0.24% | 0.51% | Q2 2020 | Q2 2023 | 13 |
Robertson Stephens Wealth Management, LLC | 13 | 13 | 0.04% | 0.08% | 0.15% | Q2 2020 | Q2 2023 | 13 |
Fisher Asset Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2021 | 13 |
True North Advisors, LLC | 10 | 1 | 0.06% | 0.13% | 0.21% | Q4 2019 | Q2 2023 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.67% | 0.96% | 1.22% | Q2 2013 | Q2 2016 | 13 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 13 | 13 | 0.06% | 0.07% | 0.08% | Q1 2016 | Q1 2019 | 13 |
COWA, LLC | 11 | 11 | 0.01% | 0.56% | 1.16% | Q4 2020 | Q2 2023 | 13 |
WEBSTER BANK, N. A. | 11 | 2 | 0.00% | 0.01% | 0.07% | Q3 2017 | Q2 2021 | 13 |
55I, LLC | 8 | 5 | 0.01% | 0.13% | 0.42% | Q4 2018 | Q1 2022 | 13 |
Vantage Investment Advisors, LLC | 11 | 2 | 0.00% | 0.00% | 0.02% | Q1 2015 | Q2 2018 | 13 |
Global Endowment Management, LP | 7 | 6 | 0.18% | 0.47% | 1.17% | Q2 2013 | Q3 2017 | 13 |
MetLife Investment Management, LLC | 13 | 13 | 0.18% | 0.27% | 0.39% | Q3 2018 | Q3 2021 | 13 |
Vigilant Capital Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 13 |
CADENCE CAPITAL MANAGEMENT LLC | 13 | 13 | 1.03% | 2.26% | 5.10% | Q3 2017 | Q3 2020 | 13 |
NATIONAL PENN INVESTORS TRUST CO /PA | 12 | 12 | 0.06% | 0.09% | 0.13% | Q2 2013 | Q1 2016 | 12 |
HOWLAND CAPITAL MANAGEMENT LLC | 8 | 2 | 0.01% | 0.03% | 0.04% | Q3 2013 | Q2 2023 | 12 |
Vestcor Inc | 12 | 12 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2022 | 12 |
FIRST HAWAIIAN BANK | 8 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2022 | 12 |
TPH Asset Management, LLC | 10 | 2 | 0.00% | 0.77% | 1.62% | Q2 2013 | Q4 2016 | 12 |
Cetera Investment Advisers | 11 | 1 | 0.01% | 0.03% | 0.15% | Q2 2018 | Q2 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Principle Wealth Partners LLC | 11 | 1 | 0.01% | 0.10% | 0.14% | Q2 2020 | Q2 2023 | 12 |
Concert Wealth Management Inc. | 8 | 4 | 0.02% | 0.04% | 0.07% | Q1 2014 | Q1 2017 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2016 | 12 |
TFC Financial Management, Inc. | 12 | 12 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2023 | 12 |
MCDANIEL TERRY & CO | 12 | 12 | 0.07% | 0.10% | 0.14% | Q2 2016 | Q1 2019 | 12 |
Avantax Planning Partners, Inc. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2019 | 12 |
Clear Harbor Asset Management, LLC | 12 | 12 | 0.01% | 0.05% | 0.06% | Q3 2020 | Q2 2023 | 12 |
Municipal Employees' Retirement System of Michigan | 10 | 2 | 0.15% | 0.25% | 0.44% | Q1 2016 | Q1 2019 | 12 |
Intrua Financial, LLC | 12 | 12 | 0.11% | 0.19% | 0.29% | Q2 2020 | Q1 2023 | 12 |
OneDigital Investment Advisors LLC | 7 | 5 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q2 2023 | 12 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.03% | 0.06% | 0.10% | Q4 2018 | Q3 2021 | 12 |
Visionary Wealth Advisors | 10 | 1 | 0.02% | 0.03% | 0.05% | Q4 2019 | Q1 2023 | 12 |
SENTINEL TRUST CO LBA | 12 | 12 | 0.06% | 0.11% | 0.15% | Q2 2013 | Q1 2016 | 12 |
TRUST CO OF OKLAHOMA | 8 | 1 | 0.10% | 0.38% | 0.57% | Q2 2014 | Q2 2021 | 12 |
Hexagon Capital Partners LLC | 12 | 12 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q2 2023 | 12 |
Sovereign Investment Advisors, LLC | 12 | 12 | 1.92% | 2.75% | 3.38% | Q3 2020 | Q2 2023 | 12 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 9 | 1 | 0.14% | 0.20% | 0.25% | Q2 2013 | Q1 2017 | 12 |
CAPITAL GUARDIAN TRUST CO | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q1 2017 | 12 |
Bristlecone Advisors, LLC | 12 | 12 | 0.04% | 0.06% | 0.09% | Q3 2020 | Q2 2023 | 12 |
CHILTON INVESTMENT CO INC. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q2 2022 | 12 |
WOLVERINE ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 12 |
PRIVATE ASSET MANAGEMENT INC | 8 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2019 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q3 2021 | 12 |
Samalin Investment Counsel, LLC | 11 | 1 | 0.03% | 0.41% | 0.62% | Q4 2019 | Q1 2023 | 12 |
Hartford Financial Management Inc. | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2019 | 12 |
OAK FAMILY ADVISORS, LLC | 11 | 11 | 0.00% | 1.84% | 2.65% | Q4 2020 | Q2 2023 | 12 |
Gryphon Financial Partners LLC | 11 | 1 | 0.05% | 0.16% | 0.29% | Q4 2017 | Q2 2021 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 12 | 0.22% | 0.32% | 0.42% | Q4 2015 | Q3 2018 | 12 |
AGF INVESTMENTS INC. | 9 | 3 | 0.00% | 0.09% | 0.28% | Q2 2015 | Q3 2020 | 12 |
TCTC Holdings, LLC | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Sage Mountain Advisors LLC | 11 | 11 | 0.05% | 0.08% | 0.15% | Q4 2020 | Q2 2023 | 11 |
RGT Wealth Advisors, LLC | 9 | 1 | 0.01% | 0.46% | 1.70% | Q3 2016 | Q4 2021 | 11 |
GODSEY & GIBB, INC | 6 | 1 | 0.01% | 0.03% | 0.07% | Q1 2016 | Q2 2023 | 11 |
InterOcean Capital Group, LLC | 11 | 11 | 0.03% | 0.05% | 0.10% | Q4 2020 | Q2 2023 | 11 |
LONGFELLOW INVESTMENT MANAGEMENT CO LLC | 11 | 11 | 3.17% | 6.64% | 9.50% | Q4 2020 | Q2 2023 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.16% | 0.24% | 0.36% | Q4 2020 | Q2 2023 | 11 |
TECTONIC ADVISORS LLC | 11 | 11 | 0.18% | 0.33% | 0.57% | Q4 2020 | Q2 2023 | 11 |
NORTHSTAR WEALTH PARTNERS LLC | 11 | 11 | 0.45% | 0.65% | 0.76% | Q1 2018 | Q3 2020 | 11 |
Covington Investment Advisors Inc. | 11 | 11 | 0.11% | 0.23% | 0.46% | Q1 2015 | Q3 2017 | 11 |
SYNOVUS FINANCIAL CORP | 10 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2020 | 11 |
IEQ CAPITAL, LLC | 6 | 2 | 0.01% | 0.02% | 0.14% | Q4 2019 | Q2 2023 | 11 |
Ensemble Capital Management | 11 | 11 | 0.06% | 0.19% | 0.23% | Q3 2013 | Q1 2016 | 11 |
Cadent Capital Advisors, LLC | 11 | 11 | 0.47% | 0.62% | 0.97% | Q4 2020 | Q2 2023 | 11 |
FULTON BREAKEFIELD BROENNIMAN LLC | 11 | 11 | 0.28% | 0.40% | 0.51% | Q2 2013 | Q4 2015 | 11 |
Hedeker Wealth, LLC | 11 | 11 | 0.03% | 0.39% | 0.52% | Q4 2014 | Q2 2017 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.02% | 0.10% | 0.17% | Q2 2016 | Q4 2018 | 11 |
Vident Investment Advisory, LLC | 11 | 11 | 0.20% | 0.30% | 0.62% | Q1 2020 | Q3 2022 | 11 |
Matisse Capital | 9 | 2 | 0.10% | 0.14% | 0.18% | Q4 2015 | Q3 2018 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.07% | 0.14% | 0.19% | Q2 2013 | Q4 2015 | 11 |
IBEX WEALTH ADVISORS | 8 | 1 | 0.76% | 0.96% | 1.22% | Q4 2016 | Q4 2019 | 11 |
Mayflower Financial Advisors, LLC | 11 | 11 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q2 2023 | 11 |
Annandale Capital, LLC | 11 | 11 | 0.96% | 1.57% | 2.06% | Q4 2020 | Q2 2023 | 11 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 11 | 11 | 0.06% | 1.00% | 1.87% | Q1 2018 | Q3 2020 | 11 |
Prime Capital Investment Advisors, LLC | 11 | 11 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q2 2020 | 11 |
GREAT LAKES ADVISORS, LLC | 11 | 11 | 0.01% | 0.03% | 0.07% | Q2 2013 | Q4 2015 | 11 |
Ballentine Partners, LLC | 11 | 11 | 0.07% | 0.11% | 0.16% | Q2 2017 | Q4 2019 | 11 |
SOA Wealth Advisors, LLC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2023 | 11 |
PALLADIUM PARTNERS LLC | 5 | 2 | 0.02% | 0.05% | 0.13% | Q2 2013 | Q1 2022 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.30% | 0.36% | 0.44% | Q4 2020 | Q2 2023 | 11 |
Taylor, Cottrill LLC | 11 | 11 | 0.25% | 0.28% | 0.33% | Q2 2013 | Q4 2015 | 11 |
THOMPSON DAVIS & CO., INC. | 8 | 1 | 0.02% | 0.07% | 0.26% | Q4 2013 | Q4 2017 | 11 |
Advisor OS, LLC | 11 | 11 | 0.19% | 0.23% | 0.28% | Q4 2020 | Q2 2023 | 11 |
Sterling Investment Advisors, Ltd. | 10 | 1 | 0.01% | 0.01% | 0.07% | Q1 2020 | Q2 2023 | 11 |
Alexandria Capital, LLC | 11 | 11 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q4 2015 | 11 |
CUMBERLAND ADVISORS INC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2014 | Q4 2016 | 11 |
CHILDRESS CAPITAL ADVISORS, LLC | 11 | 11 | 0.35% | 0.55% | 0.66% | Q4 2020 | Q2 2023 | 11 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 11 | 11 | 1.92% | 2.41% | 3.14% | Q4 2020 | Q2 2023 | 11 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 11 | 11 | 0.29% | 0.41% | 0.51% | Q2 2013 | Q4 2015 | 11 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 11 | 11 | 0.02% | 0.04% | 0.05% | Q3 2017 | Q1 2020 | 11 |
Tolleson Wealth Management, Inc. | 11 | 11 | 0.08% | 0.15% | 0.27% | Q4 2018 | Q2 2021 | 11 |
Gibraltar Capital Management, Inc. | 11 | 11 | 2.28% | 2.78% | 3.16% | Q3 2020 | Q1 2023 | 11 |
BRASADA CAPITAL MANAGEMENT, LP | 11 | 11 | 0.76% | 1.32% | 2.05% | Q4 2017 | Q2 2020 | 11 |
First Eagle Investment Management, LLC | 11 | 11 | 0.08% | 0.15% | 0.23% | Q4 2020 | Q2 2023 | 11 |
CoreFirst Bank & Trust | 11 | 11 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q2 2023 | 11 |
OUTFITTER FINANCIAL LLC | 11 | 11 | 0.56% | 1.50% | 1.92% | Q4 2020 | Q2 2023 | 11 |
Laird Norton Wetherby Trust Company, LLC | 11 | 11 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 11 |
Checchi Capital Advisers, LLC | 11 | 11 | 0.09% | 0.27% | 0.49% | Q4 2013 | Q2 2016 | 11 |
BNP Paribas Asset Management Holding S.A. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2019 | 11 |
ZACKS INVESTMENT MANAGEMENT | 10 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q1 2016 | 11 |
SIMON QUICK ADVISORS, LLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2020 | 11 |
Independence Trust CO | 8 | 1 | 0.13% | 0.82% | 1.50% | Q2 2013 | Q1 2017 | 11 |
Concord Wealth Partners | 7 | 3 | 0.01% | 0.02% | 0.06% | Q4 2020 | Q2 2023 | 10 |
Keystone Financial Planning, Inc. | 10 | 10 | 0.56% | 1.16% | 2.34% | Q4 2013 | Q1 2016 | 10 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 10 |
Apollon Wealth Management, LLC | 9 | 1 | 0.01% | 0.13% | 0.21% | Q2 2020 | Q2 2023 | 10 |
CENTRAL BANK & TRUST CO | 10 | 10 | 0.00% | 0.04% | 0.17% | Q2 2013 | Q3 2015 | 10 |
Virtus ETF Advisers LLC | 8 | 2 | 1.64% | 3.60% | 7.89% | Q4 2015 | Q4 2018 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.55% | 0.76% | 0.95% | Q2 2020 | Q2 2023 | 10 |
Transamerica Financial Advisors, Inc. | 6 | 1 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q1 2016 | 10 |
NN Investment Partners Holdings N.V. | 10 | 10 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 10 |
Almanack Investment Partners, LLC. | 9 | 1 | 0.03% | 0.05% | 0.12% | Q2 2019 | Q2 2023 | 10 |
Greenwich Investment Management, Inc. | 7 | 3 | 0.14% | 0.17% | 0.21% | Q2 2014 | Q2 2023 | 10 |
CERTUITY, LLC | 10 | 10 | 0.09% | 0.29% | 0.64% | Q4 2019 | Q1 2022 | 10 |
BINGHAM OSBORN & SCARBOROUGH LLC | 4 | 1 | 0.02% | 0.03% | 0.07% | Q2 2014 | Q2 2021 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
CLINTON GROUP INC | 5 | 1 | 0.02% | 0.24% | 0.70% | Q1 2014 | Q2 2018 | 10 |
Bramshill Investments, LLC | 10 | 10 | 0.02% | 0.28% | 0.46% | Q1 2021 | Q2 2023 | 10 |
Newport Wealth Strategies, Inc. | 9 | 1 | 0.12% | 0.28% | 0.44% | Q4 2017 | Q2 2021 | 10 |
Oliver Luxxe Assets LLC | 10 | 10 | 0.10% | 0.28% | 0.47% | Q3 2020 | Q4 2022 | 10 |
LexAurum Advisors, LLC | 10 | 10 | 0.22% | 0.45% | 0.59% | Q1 2021 | Q2 2023 | 10 |
SII INVESTMENTS INC/WI | 7 | 1 | 0.02% | 0.04% | 0.05% | Q2 2013 | Q1 2017 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 10 |
FULTON BANK, N.A. | 10 | 10 | 0.02% | 0.04% | 0.04% | Q4 2015 | Q1 2018 | 10 |
PagnatoKarp Partners LLC | 10 | 10 | 0.06% | 0.09% | 0.12% | Q3 2017 | Q4 2019 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q2 2022 | 10 |
Investment Research & Advisory Group, Inc. | 10 | 10 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2022 | 10 |
Marcum Wealth, LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q1 2021 | Q2 2023 | 10 |
PartnerRe Asset Management CORP | 10 | 10 | 0.22% | 1.60% | 3.06% | Q2 2013 | Q3 2015 | 10 |
Douglas Lane & Associates, LLC | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2019 | 10 |
FRONTIER INVESTMENT MGMT CO | 10 | 10 | 0.03% | 0.04% | 0.05% | Q3 2013 | Q4 2015 | 10 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 1 | 0.00% | 0.03% | 0.29% | Q1 2020 | Q2 2023 | 10 |
MOGY JOEL R INVESTMENT COUNSEL INC | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2015 | 10 |
Clarkston Capital Partners, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 10 |
WP Advisors, LLC | 10 | 10 | 2.19% | 2.84% | 3.44% | Q1 2021 | Q2 2023 | 10 |
Pegasus Asset Management, Inc. | 10 | 10 | 1.38% | 1.99% | 2.26% | Q4 2017 | Q1 2020 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2020 | 10 |
NOMURA ASSET MANAGEMENT CO LTD | 10 | 10 | 0.89% | 1.03% | 1.20% | Q3 2013 | Q4 2015 | 10 |
ALBION FINANCIAL GROUP /UT | 9 | 1 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q2 2023 | 10 |
TEACHERS ADVISORS, LLC | 8 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2019 | 10 |
Kaizen Financial Strategies | 8 | 2 | 0.29% | 0.40% | 0.50% | Q4 2020 | Q2 2023 | 10 |
Douglass Winthrop Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q1 2016 | Q2 2018 | 10 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 10 | 10 | 0.05% | 0.06% | 0.07% | Q4 2020 | Q1 2023 | 10 |
AGRAN LIBBIE | 8 | 2 | 0.12% | 0.13% | 0.14% | Q3 2014 | Q1 2017 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
Proficio Capital Partners LLC | 10 | 10 | 0.01% | 0.06% | 0.13% | Q1 2016 | Q2 2018 | 10 |
Sippican Capital Advisors | 6 | 1 | 0.19% | 0.24% | 0.28% | Q3 2014 | Q2 2023 | 10 |
Squar Milner Financial Services LLC | 7 | 3 | 0.17% | 0.58% | 1.12% | Q4 2017 | Q2 2020 | 10 |
Spire Wealth Management | 10 | 10 | 0.05% | 0.06% | 0.09% | Q1 2021 | Q2 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q1 2021 | 10 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | 10 | 10 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Corient Capital Partners, LLC | 10 | 10 | 0.08% | 0.14% | 0.20% | Q3 2016 | Q4 2018 | 10 |
RUSSELL FRANK CO/ | 7 | 3 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2016 | 10 |
Covenant Asset Management, LLC | 10 | 10 | 0.07% | 0.08% | 0.10% | Q1 2021 | Q2 2023 | 10 |
TDAM USA INC. | 8 | 1 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q3 2019 | 9 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.41% | 2.29% | Q3 2017 | Q2 2023 | 9 |
LGL PARTNERS, LLC | 6 | 3 | 0.08% | 0.23% | 0.33% | Q1 2016 | Q3 2019 | 9 |
ORSER CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.24% | 0.31% | 0.39% | Q4 2017 | Q4 2019 | 9 |
Providence Capital Advisors, LLC | 9 | 9 | 0.35% | 0.41% | 0.49% | Q4 2017 | Q4 2019 | 9 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q4 2016 | 9 |
CSS LLC/IL | 1 | 1 | 0.02% | 0.07% | 0.15% | Q3 2015 | Q2 2023 | 9 |
Signature Wealth Management Partners, LLC | 9 | 9 | 0.20% | 0.31% | 0.38% | Q2 2021 | Q2 2023 | 9 |
Progeny 3, Inc. | 8 | 1 | 1.57% | 3.59% | 5.12% | Q3 2014 | Q2 2023 | 9 |
GPS Wealth Strategies Group, LLC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q2 2023 | 9 |
Fiduciary Group LLC | 9 | 9 | 0.05% | 0.06% | 0.07% | Q4 2015 | Q4 2017 | 9 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 9 | 9 | 1.83% | 2.22% | 2.53% | Q4 2016 | Q4 2018 | 9 |
Rafferty Asset Management, LLC | 8 | 1 | 0.02% | 0.04% | 0.08% | Q3 2014 | Q3 2020 | 9 |
L & S Advisors Inc | 9 | 9 | 0.05% | 0.19% | 0.26% | Q4 2017 | Q4 2019 | 9 |
Westside Investment Management, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2018 | 9 |
HIGHLAND CAPITAL MANAGEMENT LP | 6 | 3 | 0.02% | 0.03% | 0.04% | Q2 2014 | Q2 2019 | 9 |
Morningstar Investment Management LLC | 9 | 9 | 0.29% | 0.59% | 0.82% | Q2 2021 | Q2 2023 | 9 |
SRS Capital Advisors, Inc. | 8 | 1 | 0.00% | 0.05% | 0.08% | Q4 2016 | Q2 2022 | 9 |
PLATINUM INVESTMENT MANAGEMENT LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2022 | 9 |
Private Capital Group, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2021 | 9 |
Syntal Capital Partners, LLC | 8 | 1 | 0.01% | 0.22% | 0.41% | Q1 2015 | Q3 2018 | 9 |
TORONTO DOMINION BANK | 6 | 1 | 0.00% | 0.03% | 0.08% | Q1 2013 | Q2 2017 | 9 |
Catamount Wealth Management | 9 | 9 | 0.02% | 0.03% | 0.03% | Q1 2017 | Q1 2019 | 9 |
SpiderRock Advisors, LLC | 3 | 3 | 0.00% | 0.30% | 1.34% | Q1 2017 | Q3 2017 | 9 |
Ellis Investment Partners, LLC | 9 | 9 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2021 | 9 |
Lido Advisors, LLC | 4 | 1 | 0.00% | 0.03% | 0.13% | Q4 2016 | Q2 2023 | 9 |
Laidlaw Group, LLC | 9 | 9 | 0.25% | 0.29% | 0.33% | Q2 2013 | Q2 2015 | 9 |
HARBOUR INVESTMENTS, INC. | 5 | 4 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2023 | 9 |
TCW GROUP INC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q2 2016 | 9 |
Arlington Partners LLC | 6 | 1 | 0.01% | 0.10% | 0.20% | Q4 2018 | Q4 2022 | 9 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 1 | 0.06% | 0.13% | 0.29% | Q2 2018 | Q2 2023 | 9 |
Princeton Portfolio Strategies Group LLC | 7 | 2 | 0.29% | 0.36% | 0.44% | Q2 2015 | Q3 2017 | 9 |
Pinnacle Advisory Group, Inc. | 8 | 1 | 0.02% | 0.03% | 0.05% | Q2 2016 | Q3 2018 | 9 |
Walleye Capital LLC | 4 | 1 | 0.00% | 0.06% | 0.26% | Q1 2019 | Q2 2023 | 9 |
Granite Investment Partners, LLC | 9 | 9 | 0.03% | 0.03% | 0.04% | Q4 2015 | Q4 2017 | 9 |
MATRIX PRIVATE CAPITAL GROUP LLC | 8 | 1 | 0.11% | 0.17% | 0.30% | Q4 2019 | Q2 2023 | 9 |
683 Capital Management, LLC | 9 | 9 | 0.02% | 1.63% | 3.66% | Q3 2020 | Q3 2022 | 9 |
Balentine LLC | 5 | 1 | 0.03% | 0.06% | 0.10% | Q2 2015 | Q4 2017 | 9 |
Zions Bancorporation | 9 | 9 | 0.05% | 0.10% | 0.18% | Q1 2016 | Q1 2018 | 9 |
Parasol Investment Management, LLC | 9 | 9 | 0.03% | 0.06% | 0.12% | Q4 2014 | Q4 2016 | 9 |
VSR Financial Services, Inc. | 9 | 9 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q2 2016 | 9 |
Welch Group, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2019 | 9 |
DAVENPORT & Co LLC | 9 | 9 | 0.01% | 0.01% | 0.04% | Q2 2021 | Q2 2023 | 9 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 9 |
Lake Point Wealth Management | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2022 | 9 |
WEST CHESTER CAPITAL ADVISORS, INC | 9 | 9 | 0.23% | 0.43% | 0.97% | Q2 2013 | Q2 2015 | 9 |
Hodges Capital Management Inc. | 9 | 9 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q2 2023 | 9 |
Professional Financial Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q3 2022 | 9 |
Guidant Wealth Advisors | 9 | 9 | 0.02% | 0.05% | 0.09% | Q4 2016 | Q4 2018 | 9 |
Western Wealth Management, LLC | 6 | 1 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q2 2023 | 9 |
GIRARD PARTNERS LTD. | 4 | 1 | 0.03% | 0.12% | 0.22% | Q2 2014 | Q3 2018 | 9 |
Suncoast Equity Management | 8 | 8 | 0.06% | 0.10% | 0.17% | Q2 2016 | Q1 2018 | 8 |
ZWJ INVESTMENT COUNSEL INC | 3 | 2 | 0.02% | 0.02% | 0.03% | Q4 2014 | Q1 2017 | 8 |
Capital Wealth Planning, LLC | 4 | 1 | 0.02% | 0.14% | 0.29% | Q2 2014 | Q2 2019 | 8 |
Osborn Williams & Donohoe LLC | 4 | 1 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q4 2019 | 8 |
KCM INVESTMENT ADVISORS LLC | 8 | 8 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q1 2015 | 8 |
Allegis Investment Advisors, LLC | 8 | 8 | 0.06% | 0.10% | 0.15% | Q4 2015 | Q3 2017 | 8 |
Cannell & Co. | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q1 2023 | 8 |
HB Wealth Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 8 |
MISSION WEALTH MANAGEMENT, LP | 8 | 8 | 0.03% | 0.07% | 0.11% | Q2 2016 | Q1 2018 | 8 |
Argentus Capital Management, LLC | 8 | 8 | 0.08% | 0.14% | 0.25% | Q2 2014 | Q1 2016 | 8 |
Mitsubishi UFJ Trust & Banking Corp | 8 | 8 | 0.16% | 0.25% | 0.34% | Q3 2019 | Q2 2021 | 8 |
KING INVESTMENT ADVISORS INC/TX | 8 | 8 | 0.37% | 0.51% | 0.62% | Q2 2013 | Q1 2015 | 8 |
Palisade Asset Management, LLC | 5 | 1 | 0.04% | 0.04% | 0.05% | Q2 2014 | Q1 2017 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 2 | 0.02% | 0.06% | 0.21% | Q4 2017 | Q3 2022 | 8 |
Antonetti Capital Management LLC | 7 | 1 | 0.03% | 0.04% | 0.06% | Q2 2010 | Q1 2023 | 8 |
Clearview Wealth Advisors LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2022 | 8 |
PERRITT CAPITAL MANAGEMENT INC | 8 | 8 | 0.20% | 0.29% | 0.36% | Q2 2021 | Q1 2023 | 8 |
DOLIVER ADVISORS, LP | 3 | 2 | 0.09% | 0.10% | 0.11% | Q2 2017 | Q3 2019 | 8 |
Seven Post Investment Office LP | 8 | 8 | 0.13% | 0.33% | 0.46% | Q4 2018 | Q3 2020 | 8 |
FFT WEALTH MANAGEMENT LLC | 7 | 1 | 0.00% | 0.43% | 0.86% | Q4 2015 | Q2 2021 | 8 |
U.S. Capital Wealth Advisors, LLC | 8 | 8 | 0.11% | 0.24% | 0.42% | Q3 2021 | Q2 2023 | 8 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 8 | 8 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.22% | 0.24% | 0.28% | Q2 2013 | Q1 2015 | 8 |
Integrated Wealth Concepts LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
MATHER GROUP, LLC. | 6 | 1 | 0.01% | 0.06% | 0.08% | Q1 2014 | Q4 2022 | 8 |
Newbridge Financial Services Group, Inc. | 5 | 1 | 0.00% | 0.02% | 0.08% | Q3 2020 | Q2 2023 | 8 |
FIDUCIARY ASSET MANAGEMENT LLC | 8 | 8 | 0.75% | 0.86% | 0.94% | Q2 2013 | Q1 2015 | 8 |
Strategic Wealth Partners, Ltd. | 8 | 8 | 0.00% | 0.16% | 0.53% | Q4 2017 | Q3 2019 | 8 |
PRING TURNER CAPITAL GROUP INC | 3 | 1 | 0.14% | 0.33% | 0.60% | Q4 2013 | Q2 2023 | 8 |
QUANTUM CAPITAL MANAGEMENT | 5 | 1 | 0.04% | 0.06% | 0.09% | Q3 2013 | Q3 2020 | 8 |
Lavaca Capital LLC | 8 | 8 | 0.08% | 0.57% | 0.83% | Q4 2018 | Q3 2020 | 8 |
McElhenny Sheffield Capital Management, LLC | 8 | 8 | 0.26% | 0.35% | 0.55% | Q3 2021 | Q2 2023 | 8 |
Baird Financial Group, Inc. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2019 | 8 |
Weaver C. Barksdale & Associates, Inc. | 8 | 8 | 0.65% | 1.49% | 1.71% | Q1 2016 | Q4 2017 | 8 |
AQR Capital Management | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2012 | Q4 2014 | 8 |
Wealthspire Advisors, LLC | 8 | 8 | 0.04% | 0.04% | 0.05% | Q3 2021 | Q2 2023 | 8 |
TIAA CREF TRUST CO FSB/MO | 7 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2017 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.05% | 0.07% | 0.13% | Q1 2020 | Q4 2021 | 8 |
Sierra Capital LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
Avidian Wealth Solutions, LLC | 7 | 1 | 0.02% | 0.02% | 0.06% | Q3 2019 | Q1 2023 | 8 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q2 2023 | 8 |
Koshinski Asset Management, Inc. | 5 | 1 | 0.02% | 0.12% | 0.20% | Q2 2017 | Q4 2021 | 8 |
GREYSTONE INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.17% | 0.22% | 0.29% | Q4 2015 | Q3 2017 | 8 |
Sterling Manor Financial, LLC | 8 | 8 | 0.21% | 0.27% | 0.38% | Q4 2020 | Q3 2022 | 8 |
Sowell Financial Services LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q4 2016 | Q1 2021 | 8 |
Castle Rock Wealth Management, LLC | 4 | 3 | 0.35% | 0.60% | 1.01% | Q4 2017 | Q4 2019 | 7 |
ParenteBeard Wealth Management, LLC | 7 | 7 | 0.38% | 0.89% | 1.18% | Q2 2013 | Q4 2014 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 7 |
Colonial River Wealth Management, LLC | 7 | 7 | 0.16% | 0.20% | 0.26% | Q4 2021 | Q2 2023 | 7 |
Spectrum Management Group, LLC | 3 | 2 | 0.02% | 0.03% | 0.06% | Q4 2015 | Q4 2019 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2020 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2021 | 7 |
Sonora Investment Management Group, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q2 2023 | 7 |
KEELEY ASSET MANAGEMENT CORP | 4 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2015 | 7 |
Integrated Wealth Management | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q3 2016 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.09% | 0.20% | Q1 2014 | Q1 2016 | 7 |
MARINER INVESTMENT GROUP LLC | 7 | 7 | 2.54% | 6.08% | 8.56% | Q2 2016 | Q4 2017 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Fractal Investments LLC | 7 | 7 | 4.44% | 8.05% | 9.67% | Q4 2021 | Q2 2023 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Charles Schwab Investment Advisory, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2018 | Q4 2019 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Quantum Private Wealth, LLC | 7 | 7 | 0.19% | 0.30% | 0.36% | Q4 2021 | Q2 2023 | 7 |
TCF National Bank | 7 | 7 | 0.03% | 0.04% | 0.06% | Q3 2019 | Q1 2021 | 7 |
STRATTON MANAGEMENT CO | 4 | 3 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q2 2015 | 7 |
Beacon Pointe Advisors, LLC | 5 | 1 | 0.02% | 0.05% | 0.09% | Q2 2021 | Q2 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
MGO ONE SEVEN LLC | 4 | 1 | 0.01% | 0.05% | 0.15% | Q4 2017 | Q2 2023 | 7 |
Platform Technology Partners | 5 | 1 | 0.09% | 0.25% | 0.67% | Q4 2019 | Q2 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Morton Capital Management LLC/CA | 7 | 7 | 0.14% | 0.18% | 0.22% | Q4 2021 | Q2 2023 | 7 |
EXENCIAL WEALTH ADVISORS, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 7 |
Wedmont Private Capital | 7 | 7 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q2 2023 | 7 |
Weiss Multi-Strategy Advisers LLC | 3 | 1 | 0.04% | 0.16% | 0.41% | Q2 2013 | Q2 2023 | 7 |
DIFESA CAPITAL MANAGEMENT, LP | 7 | 7 | 0.25% | 1.01% | 3.00% | Q4 2021 | Q2 2023 | 7 |
RS CRUM INC. | 7 | 7 | 0.60% | 0.73% | 0.86% | Q4 2021 | Q2 2023 | 7 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 2 | 0.06% | 0.12% | 0.26% | Q4 2016 | Q1 2019 | 7 |
Spears Abacus Advisors LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 7 |
MARSHALL WACE, LLP | 3 | 1 | 0.02% | 0.03% | 0.06% | Q3 2015 | Q2 2020 | 7 |
AMUNDI ASSET MANAGEMENT US, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2021 | 7 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.03% | 0.10% | Q2 2015 | Q3 2020 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2019 | 7 |
INTEGRAL DERIVATIVES, LLC | 3 | 2 | 0.01% | 0.03% | 0.05% | Q2 2014 | Q2 2017 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 7 |
Li Winifred I | 7 | 7 | 0.23% | 0.29% | 0.37% | Q2 2013 | Q4 2014 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
REGATTA CAPITAL GROUP, LLC | 7 | 7 | 0.41% | 0.45% | 0.48% | Q4 2021 | Q2 2023 | 7 |
Donoghue Forlines LLC | 7 | 7 | 0.10% | 0.17% | 0.22% | Q4 2021 | Q2 2023 | 7 |
Baldrige Asset Management LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 7 |
180 WEALTH ADVISORS, LLC | 7 | 7 | 0.10% | 0.15% | 0.22% | Q3 2018 | Q1 2020 | 7 |
BRYN MAWR TRUST Co | 7 | 7 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q4 2019 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Glassman Wealth Services | 6 | 1 | 0.00% | 0.02% | 0.02% | Q4 2016 | Q2 2023 | 7 |
Iron Horse Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q2 2023 | 7 |
GraniteShares Advisors LLC | 7 | 7 | 0.34% | 0.62% | 1.32% | Q4 2021 | Q2 2023 | 7 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2019 | 7 |
BancFirst Trust & Investment Management | 7 | 7 | 0.47% | 0.54% | 0.60% | Q4 2021 | Q2 2023 | 7 |
Frontier Wealth Management LLC | 5 | 2 | 0.00% | 0.05% | 0.13% | Q2 2015 | Q2 2022 | 7 |
Citizens National Bank Trust Department | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Beaumont Financial Partners, LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2019 | 7 |
Locust Wood Capital Advisers | 4 | 3 | 0.04% | 0.44% | 0.83% | Q4 2014 | Q4 2020 | 7 |
OLD SECOND NATIONAL BANK OF AURORA | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2021 | 7 |
Bank of Kentucky, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2014 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.13% | 0.15% | 0.19% | Q2 2013 | Q4 2014 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.21% | 0.31% | 0.45% | Q4 2016 | Q2 2018 | 7 |
Clear Perspective Advisors, LLC | 7 | 7 | 0.05% | 0.08% | 0.10% | Q4 2016 | Q2 2018 | 7 |
GLENVIEW STATE BANK TRUST DEPT. | 2 | 1 | 0.08% | 0.10% | 0.11% | Q1 2017 | Q3 2019 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.01% | 0.09% | 0.34% | Q1 2014 | Q4 2017 | 7 |
BECK CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.17% | 0.27% | 0.36% | Q4 2013 | Q2 2015 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.04% | 0.07% | 0.09% | Q4 2017 | Q2 2019 | 7 |
Byrne Asset Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
Caption Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2022 | 7 |
IFG Advisory, LLC | 3 | 2 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q1 2023 | 7 |
BBR PARTNERS, LLC | 3 | 1 | 0.03% | 0.06% | 0.14% | Q1 2015 | Q2 2021 | 6 |
Parisi Gray Wealth Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2019 | 6 |
Wood Investment Counsel LLC | 6 | 6 | 0.20% | 0.22% | 0.25% | Q2 2013 | Q3 2014 | 6 |
Atria Wealth Solutions, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 6 |
HANSEATIC MANAGEMENT SERVICES INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q3 2014 | 6 |
HITE Hedge Asset Management LLC | 3 | 1 | 1.08% | 2.23% | 3.69% | Q1 2014 | Q3 2020 | 6 |
O'Dell Group, LLC | 5 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 6 |
McIlrath & Eck, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 6 |
SEI TRUST CO | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
CFM WEALTH PARTNERS LLC | 4 | 1 | 0.34% | 0.41% | 0.47% | Q3 2021 | Q2 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.30% | 0.34% | 0.41% | Q2 2013 | Q3 2014 | 6 |
CarsonAllaria Wealth Management, Ltd. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Trek Financial, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 6 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.02% | 0.04% | 0.07% | Q3 2013 | Q2 2017 | 6 |
Gratus Capital, LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q3 2019 | 6 |
Venture Visionary Partners LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
TOMPKINS FINANCIAL CORP | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2017 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Jackson Wealth Management, LLC | 3 | 3 | 0.37% | 1.25% | 2.39% | Q4 2014 | Q3 2016 | 6 |
Meadow Creek Investment Management LLC | 6 | 6 | 0.10% | 0.14% | 0.22% | Q2 2018 | Q3 2019 | 6 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.03% | 0.05% | 0.07% | Q2 2019 | Q2 2022 | 6 |
Skandinaviska Enskilda Banken AB (publ) | 6 | 6 | 0.00% | 0.08% | 0.18% | Q3 2019 | Q4 2020 | 6 |
Vishria Bird Financial Group, LLC | 6 | 6 | 0.22% | 0.24% | 0.29% | Q2 2018 | Q3 2019 | 6 |
Banyan Partners, LLC | 6 | 6 | 0.03% | 0.08% | 0.12% | Q2 2013 | Q3 2014 | 6 |
Wellington Shields Capital Management, LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q1 2023 | 6 |
ACCESS FINANCIAL SERVICES, INC. | 6 | 6 | 0.44% | 0.48% | 0.54% | Q4 2016 | Q1 2018 | 6 |
Weaver Consulting Group | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2020 | 6 |
Wealth Alliance | 6 | 6 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q2 2023 | 6 |
Cohanzick Management, LLC | 6 | 6 | 0.29% | 0.71% | 1.28% | Q4 2020 | Q1 2022 | 6 |
Virginia National Bank | 6 | 6 | 0.12% | 0.22% | 0.28% | Q3 2018 | Q4 2019 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2017 | 6 |
Meixler Investment Management, Ltd. | 6 | 6 | 0.49% | 0.67% | 0.94% | Q4 2021 | Q1 2023 | 6 |
TFO Wealth Partners, LLC | 4 | 1 | 0.00% | 0.03% | 0.12% | Q4 2019 | Q3 2021 | 6 |
Schonfeld Strategic Advisors LLC | 3 | 3 | 0.11% | 0.15% | 0.20% | Q2 2020 | Q4 2021 | 6 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 2 | 0.25% | 0.59% | 1.07% | Q3 2015 | Q2 2019 | 6 |
Glen Harbor Capital Management LLC | 6 | 6 | 0.13% | 0.18% | 0.28% | Q2 2018 | Q3 2019 | 6 |
Twelve Points Wealth Management LLC | 6 | 6 | 0.51% | 0.74% | 0.85% | Q4 2021 | Q1 2023 | 6 |
Tyers Asset Management LLC | 6 | 6 | 0.10% | 0.14% | 0.21% | Q2 2018 | Q3 2019 | 6 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.10% | 0.35% | 1.00% | Q3 2014 | Q2 2017 | 6 |
Summit Financial, LLC | 6 | 6 | 0.04% | 0.09% | 0.13% | Q4 2018 | Q1 2020 | 6 |
Tyler-Stone Wealth Management | 5 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 6 |
Strategic Advisors LLC | 6 | 6 | 0.14% | 0.18% | 0.21% | Q4 2013 | Q1 2015 | 6 |
Allred Capital Management, LLC | 5 | 1 | 0.06% | 0.14% | 0.18% | Q4 2018 | Q1 2021 | 6 |
MHI Funds, LLC | 6 | 6 | 0.13% | 0.18% | 0.26% | Q2 2018 | Q3 2019 | 6 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 5 | 1 | 0.85% | 5.82% | 8.25% | Q2 2013 | Q4 2018 | 6 |
VICUS CAPITAL | 5 | 1 | 0.04% | 0.06% | 0.08% | Q2 2014 | Q4 2015 | 6 |
Airain ltd | 4 | 2 | 0.02% | 0.07% | 0.17% | Q3 2013 | Q1 2015 | 6 |
Premier Fund Managers Ltd | 6 | 6 | 0.05% | 0.06% | 0.10% | Q2 2021 | Q3 2022 | 6 |
Truvestments Capital LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 6 |
State of Wyoming | 4 | 2 | 0.01% | 0.04% | 0.07% | Q3 2021 | Q1 2023 | 6 |
Barnett & Company, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2017 | 6 |
Concorde Asset Management, LLC | 6 | 6 | 0.12% | 0.25% | 0.43% | Q3 2021 | Q4 2022 | 6 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
WEXFORD CAPITAL LP | 4 | 2 | 0.08% | 0.81% | 2.58% | Q3 2015 | Q2 2021 | 6 |
NORTH AMERICAN MANAGEMENT CORP | 6 | 6 | 0.08% | 0.10% | 0.11% | Q4 2013 | Q1 2015 | 6 |
Corsicana & Co. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2022 | 6 |
Belmont Global Advisors, Inc. | 5 | 1 | 0.25% | 2.71% | 3.66% | Q4 2013 | Q2 2015 | 6 |
Trinity Legacy Partners, LLC | 6 | 6 | 0.09% | 0.10% | 0.15% | Q1 2022 | Q2 2023 | 6 |
Elkfork Partners LLC | 6 | 6 | 0.10% | 0.14% | 0.22% | Q2 2018 | Q3 2019 | 6 |
Glenview Trust Co | 6 | 6 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q1 2018 | 6 |
SAXON INTERESTS, INC. | 6 | 6 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q2 2023 | 6 |
CORTLAND ADVISERS LLC | 6 | 6 | 0.69% | 1.08% | 1.70% | Q2 2018 | Q3 2019 | 6 |
EDGE ASSET MANAGEMENT, INC | 6 | 6 | 0.08% | 0.14% | 0.21% | Q4 2015 | Q1 2017 | 6 |
SJS Investment Consulting Inc. | 4 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2023 | 6 |
River Wealth Advisors LLC | 3 | 3 | 0.03% | 0.13% | 0.32% | Q1 2015 | Q4 2018 | 6 |
Levy Wealth Management Group, LLC | 4 | 1 | 0.08% | 0.09% | 0.12% | Q2 2021 | Q2 2023 | 6 |
Perella Weinberg Partners Capital Management LP | 6 | 6 | 0.10% | 0.69% | 1.19% | Q1 2018 | Q2 2019 | 6 |
Arrow Investment Advisors, LLC | 5 | 1 | 0.16% | 0.18% | 0.21% | Q2 2021 | Q1 2023 | 6 |
Hillsdale Investment Management Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q3 2014 | 6 |
B&D White Capital Company, LLC | 6 | 6 | 0.05% | 0.08% | 0.09% | Q1 2022 | Q2 2023 | 6 |
Selective Wealth Management, Inc. | 4 | 1 | 0.03% | 0.12% | 0.19% | Q1 2020 | Q2 2023 | 6 |
WESPAC Advisors, LLC | 4 | 2 | 0.21% | 0.26% | 0.36% | Q4 2013 | Q2 2015 | 6 |
HENNESSY ADVISORS INC | 6 | 6 | 0.06% | 0.16% | 0.26% | Q1 2022 | Q2 2023 | 6 |
Gerber Kawasaki Wealth & Investment Management | 6 | 6 | 0.07% | 0.31% | 0.51% | Q4 2016 | Q1 2018 | 6 |
Perkins Investment Management, LLC | 6 | 6 | 0.05% | 0.06% | 0.07% | Q4 2015 | Q1 2017 | 6 |
Cerity Partners LLC | 6 | 6 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q2 2023 | 6 |
PICTET ASSET MANAGEMENT LTD | 6 | 6 | 0.21% | 0.41% | 0.90% | Q2 2013 | Q3 2014 | 6 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
Hillman Capital Management, Inc. | 5 | 5 | 2.18% | 2.31% | 2.40% | Q1 2021 | Q1 2022 | 5 |
Jackson, Grant Investment Advisers, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2016 | Q3 2017 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.02% | 0.04% | 0.08% | Q1 2022 | Q2 2023 | 5 |
Community Bank, N.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2022 | 5 |
Jaffetilchin Investment Partners, LLC | 4 | 1 | 0.15% | 0.20% | 0.36% | Q2 2013 | Q3 2014 | 5 |
McCarthy Asset Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2022 | 5 |
Kavar Capital Partners, LLC | 4 | 1 | 0.09% | 0.17% | 0.20% | Q1 2019 | Q2 2020 | 5 |
BANK OF NOVA SCOTIA TRUST CO | 5 | 5 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2014 | 5 |
Castleton Investment Management LLC | 4 | 1 | 0.34% | 1.02% | 1.56% | Q3 2017 | Q4 2018 | 5 |
InterOcean Capital, LLC | 4 | 1 | 0.03% | 0.05% | 0.12% | Q4 2013 | Q2 2020 | 5 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2023 | 5 |
Bridgewater Advisors Inc. | 5 | 5 | 0.07% | 0.09% | 0.12% | Q2 2021 | Q2 2022 | 5 |
FIDUCIARY SERVICES CORP/GA | 5 | 5 | 0.07% | 0.08% | 0.09% | Q4 2013 | Q4 2014 | 5 |
QUEST CAPITAL MANAGEMENT INC /ADV | 5 | 5 | 0.06% | 0.06% | 0.07% | Q4 2018 | Q4 2019 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Camarda Financial Advisors, LLC | 5 | 5 | 0.13% | 0.16% | 0.19% | Q3 2017 | Q3 2018 | 5 |
Westover Capital Advisors, LLC | 5 | 5 | 1.10% | 2.26% | 3.02% | Q1 2016 | Q1 2017 | 5 |
Capital Bank & Trust Co | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 5 |
Caprock Group, LLC | 5 | 5 | 0.20% | 0.59% | 1.07% | Q1 2016 | Q1 2017 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.03% | 0.07% | 0.10% | Q4 2016 | Q4 2017 | 5 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 3 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q2 2023 | 5 |
Institute for Wealth Management, LLC. | 2 | 1 | 0.00% | 0.05% | 0.08% | Q2 2013 | Q2 2019 | 5 |
First Heartland Consultants, Inc. | 4 | 1 | 0.01% | 0.10% | 0.21% | Q1 2018 | Q3 2022 | 5 |
RNC CAPITAL MANAGEMENT LLC | 3 | 2 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2022 | 5 |
Redhawk Wealth Advisors, Inc. | 4 | 1 | 0.04% | 0.09% | 0.12% | Q2 2019 | Q4 2022 | 5 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 3 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 5 |
Ameritas Investment Company, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2021 | 5 |
HAMILTON LANE ADVISORS LLC | 5 | 5 | 0.42% | 0.56% | 0.72% | Q2 2013 | Q2 2014 | 5 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.02% | 0.29% | 0.96% | Q1 2020 | Q2 2023 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2015 | 5 |
Crosspoint Capital Strategies, LLC | 4 | 1 | 0.04% | 0.13% | 0.28% | Q4 2013 | Q4 2015 | 5 |
Hotaling Investment Management, LLC | 5 | 5 | 0.14% | 0.22% | 0.30% | Q4 2018 | Q4 2019 | 5 |
CORNERCAP INVESTMENT COUNSEL INC | 4 | 1 | 0.04% | 0.10% | 0.20% | Q3 2014 | Q2 2018 | 5 |
Arkadios Wealth Advisors | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
Stanford Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2016 | 5 |
Addison Capital Co | 5 | 5 | 0.19% | 0.22% | 0.24% | Q4 2013 | Q4 2014 | 5 |
Aries Wealth Management | 2 | 1 | 0.14% | 0.18% | 0.22% | Q4 2017 | Q3 2019 | 5 |
KMS FINANCIAL SERVICES, INC | 5 | 5 | 0.10% | 0.14% | 0.18% | Q3 2013 | Q3 2014 | 5 |
Natixis Investment Managers International | 4 | 1 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q1 2018 | 5 |
New Millennium Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
CFO4Life, L.P. | 4 | 1 | 0.10% | 0.29% | 0.36% | Q1 2016 | Q4 2022 | 5 |
MBA Advisors LLC | 5 | 5 | 0.22% | 0.26% | 0.32% | Q1 2021 | Q1 2022 | 5 |
LBMC INVESTMENT ADVISORS, LLC | 3 | 1 | 0.02% | 0.05% | 0.16% | Q1 2016 | Q2 2023 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.16% | 0.41% | 0.54% | Q3 2015 | Q3 2016 | 5 |
Swift Run Capital | 3 | 2 | 0.09% | 0.11% | 0.14% | Q1 2015 | Q3 2016 | 5 |
Annapolis Financial Services, LLC | 5 | 5 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2022 | 5 |
RWA WEALTH PARTNERS, LLC | 3 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 5 |
ARES MANAGEMENT LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.08% | 0.12% | 0.18% | Q1 2015 | Q1 2016 | 5 |
Legacy Advisors, LLC | 3 | 2 | 0.03% | 0.05% | 0.08% | Q1 2018 | Q2 2019 | 5 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.04% | 0.09% | Q2 2017 | Q3 2020 | 5 |
Yorktown Management & Research Co Inc | 5 | 5 | 0.23% | 0.32% | 0.44% | Q1 2019 | Q1 2020 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2023 | 5 |
Highstreet Asset Management Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 5 |
Timber Hill LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2016 | 5 |
NVWM, LLC | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2020 | 5 |
Forest Hill Capital, LLC | 5 | 5 | 0.15% | 0.35% | 0.73% | Q4 2015 | Q4 2016 | 5 |
FORA Capital, LLC | 1 | 1 | 0.05% | 0.08% | 0.12% | Q4 2019 | Q1 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q4 2022 | 5 |
FAIRFIELD, BUSH & CO. | 5 | 5 | 0.08% | 0.11% | 0.13% | Q2 2014 | Q2 2015 | 5 |
Richard C. Young & CO., LTD. | 5 | 5 | 0.05% | 0.08% | 0.09% | Q3 2018 | Q3 2019 | 5 |
Moser Wealth Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q4 2020 | 5 |
Burt Wealth Advisors | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2019 | 5 |
Hollow Brook Wealth Management LLC | 5 | 5 | 2.14% | 2.49% | 2.73% | Q2 2018 | Q2 2019 | 5 |
Dynamic Advisor Solutions LLC | 5 | 5 | 0.13% | 0.15% | 0.18% | Q2 2014 | Q2 2015 | 5 |
Atria Investments, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
CITY HOLDING CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2022 | 5 |
AT Bancorp | 5 | 5 | 0.06% | 0.12% | 0.15% | Q3 2016 | Q3 2017 | 5 |
Johnson Midwest Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
TURNER INVESTMENTS LLC | 4 | 4 | 0.03% | 0.10% | 0.22% | Q1 2014 | Q4 2014 | 4 |
S.E.E.D. Planning Group LLC | 3 | 1 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q1 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2020 | 4 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.20% | 0.39% | Q2 2013 | Q2 2021 | 4 |
FORSTA AP-FONDEN | 4 | 4 | 0.08% | 0.37% | 0.56% | Q1 2017 | Q4 2017 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q1 2019 | 4 |
ZEKE CAPITAL ADVISORS, LLC | 4 | 4 | 0.13% | 0.18% | 0.28% | Q3 2016 | Q2 2017 | 4 |
Landsberg, Bennett, & Dubbaneh LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2019 | Q4 2019 | 4 |
Krilogy Financial LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2016 | Q2 2017 | 4 |
Cerebellum GP, LLC | 2 | 1 | 0.00% | 0.09% | 0.28% | Q1 2018 | Q3 2020 | 4 |
Geller Advisors LLC | 4 | 4 | 0.15% | 0.16% | 0.17% | Q3 2014 | Q2 2015 | 4 |
CITIZENS FINANCIAL GROUP INC/RI | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2020 | 4 |
Princeton Global Asset Management LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q1 2023 | 4 |
FirstPurpose Wealth LLC | 3 | 1 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q2 2023 | 4 |
Laurel Wealth Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2020 | 4 |
Klingman & Associates, LLC | 4 | 4 | 0.01% | 0.05% | 0.09% | Q3 2015 | Q2 2016 | 4 |
Artemis Investment Management LLP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Grace Capital | 3 | 1 | 0.01% | 0.04% | 0.15% | Q4 2018 | Q4 2021 | 4 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
CEDAR HILL ASSOCIATES, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q3 2017 | Q2 2018 | 4 |
EVOKE WEALTH, LLC | 4 | 4 | 0.00% | 0.10% | 0.37% | Q3 2019 | Q2 2020 | 4 |
Stratford Consulting, LLC | 4 | 4 | 0.13% | 0.23% | 0.28% | Q1 2014 | Q4 2014 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q4 2022 | 4 |
Coston, McIsaac & Partners | 4 | 4 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q2 2023 | 4 |
Rede Wealth, LLC | 2 | 1 | 0.10% | 0.11% | 0.12% | Q2 2021 | Q2 2023 | 4 |
TD ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2014 | 4 |
NICOLET BANKSHARES INC | 4 | 4 | 0.05% | 0.06% | 0.08% | Q3 2021 | Q2 2022 | 4 |
Castleview Partners, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2017 | 4 |
Limestone Value Partners, LLC | 4 | 4 | 0.42% | 0.71% | 0.83% | Q4 2015 | Q3 2016 | 4 |
1ST SOURCE BANK | 2 | 1 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2014 | 4 |
COMERICA SECURITIES,INC. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2019 | Q2 2020 | 4 |
CIBC WORLD MARKET INC. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2016 | 4 |
Enhancing Capital LLC | 4 | 4 | 0.40% | 0.43% | 0.46% | Q4 2021 | Q3 2022 | 4 |
Terra Nova Asset Management LLC | 4 | 4 | 0.28% | 0.57% | 0.93% | Q1 2015 | Q4 2015 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Acrospire Investment Management LLC | 2 | 2 | 0.03% | 0.06% | 0.15% | Q1 2016 | Q2 2017 | 4 |
ArrowMark Colorado Holdings LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q1 2021 | 4 |
Jump Financial, LLC | 2 | 1 | 0.01% | 0.08% | 0.22% | Q3 2020 | Q4 2022 | 4 |
JFS WEALTH ADVISORS, LLC | 3 | 1 | 0.01% | 0.01% | 0.02% | Q2 2014 | Q2 2015 | 4 |
NEIRG Wealth Management, LLC | 4 | 4 | 0.17% | 0.19% | 0.22% | Q3 2022 | Q2 2023 | 4 |
Horan Securities, Inc. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2022 | 4 |
Cadence Bank | 4 | 4 | 0.03% | 0.03% | 0.03% | Q3 2022 | Q2 2023 | 4 |
GRASSI INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.18% | 0.19% | 0.20% | Q2 2013 | Q1 2014 | 4 |
Hoese & Co LLP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Chessman Wealth Strategies RIA | 4 | 4 | 1.02% | 1.14% | 1.28% | Q4 2017 | Q3 2018 | 4 |
LAKE STREET ADVISORS GROUP, LLC | 2 | 1 | 0.03% | 0.06% | 0.09% | Q4 2017 | Q4 2021 | 4 |
Sanibel Captiva Investment Advisers, Inc. | 4 | 4 | 2.54% | 2.80% | 2.97% | Q1 2013 | Q4 2013 | 4 |
Pinnacle Wealth Planning Services, Inc. | 3 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2023 | 4 |
Virtue Capital Management, LLC | 4 | 4 | 0.00% | 0.15% | 0.23% | Q1 2018 | Q4 2018 | 4 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2016 | Q2 2021 | 4 |
Capasso Planning Partners LLC | 3 | 1 | 0.13% | 0.14% | 0.14% | Q1 2022 | Q2 2023 | 4 |
M Holdings Securities, Inc. | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2014 | Q3 2022 | 4 |
Global Trust Asset Management, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
Green Owl Capital Management, LLC | 2 | 2 | 0.00% | 0.14% | 0.47% | Q2 2015 | Q3 2015 | 4 |
Capital Advisory Group Advisory Services, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 4 |
Glassy Mountain Advisors, Inc. | 3 | 1 | 0.06% | 0.22% | 0.31% | Q4 2021 | Q4 2022 | 4 |
Altman Advisors, Inc. | 2 | 2 | 0.42% | 0.46% | 0.48% | Q4 2017 | Q4 2018 | 4 |
Wallace Capital Management Inc. | 3 | 1 | 0.05% | 0.08% | 0.10% | Q2 2013 | Q2 2014 | 4 |
Signature Financial Management, Inc. | 3 | 1 | 0.06% | 0.08% | 0.09% | Q1 2017 | Q3 2018 | 4 |
Bluefin Trading, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q3 2019 | 4 |
MILLER WEALTH ADVISORS, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
EP Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q4 2019 | Q2 2023 | 4 |
Newman Dignan & Sheerar, Inc. | 4 | 4 | 0.14% | 0.15% | 0.18% | Q1 2014 | Q4 2014 | 4 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 3 | 1 | 0.07% | 0.08% | 0.10% | Q4 2019 | Q2 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.28% | 0.30% | 0.35% | Q4 2018 | Q3 2019 | 4 |
Zions Bancorporation, N.A. | 4 | 4 | 0.01% | 0.02% | 0.02% | Q1 2019 | Q4 2019 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Riverview Capital Advisers, LLC | 4 | 4 | 0.58% | 0.67% | 0.75% | Q2 2022 | Q1 2023 | 4 |
Ranch Capital Advisors Inc. | 4 | 4 | 0.07% | 0.11% | 0.17% | Q3 2019 | Q2 2020 | 4 |
PGIM Custom Harvest LLC | 4 | 4 | 0.13% | 0.17% | 0.22% | Q4 2020 | Q3 2021 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.10% | 0.13% | 0.15% | Q2 2022 | Q1 2023 | 4 |
Samson Capital Advisors LLC | 4 | 4 | 0.23% | 0.44% | 0.59% | Q4 2014 | Q3 2015 | 4 |
Wellington Shields & Co., LLC | 4 | 4 | 0.06% | 0.08% | 0.11% | Q2 2022 | Q1 2023 | 4 |
STABLEFORD CAPITAL II LLC | 4 | 4 | 0.74% | 0.80% | 0.83% | Q4 2020 | Q3 2021 | 4 |
Chesley Taft & Associates LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2013 | Q3 2014 | 4 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 1 | 0.01% | 0.03% | 0.06% | Q4 2020 | Q2 2023 | 4 |
MADISON WEALTH MANAGEMENT | 3 | 1 | 0.10% | 0.13% | 0.17% | Q4 2019 | Q4 2020 | 4 |
BANK OF STOCKTON | 3 | 1 | 0.12% | 0.13% | 0.17% | Q2 2014 | Q1 2016 | 4 |
KHP Capital, LLC | 4 | 4 | 0.61% | 0.67% | 0.78% | Q4 2017 | Q3 2018 | 4 |
BOS Asset Management, LLC | 3 | 3 | 0.25% | 0.26% | 0.28% | Q4 2022 | Q2 2023 | 3 |
Measured Wealth Private Client Group, LLC | 2 | 1 | 0.05% | 0.45% | 0.68% | Q3 2018 | Q2 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
People's United Financial, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Cornerstone Capital, Inc. | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q4 2014 | 3 |
Roundview Capital LLC | 3 | 3 | 0.10% | 0.11% | 0.11% | Q4 2020 | Q2 2021 | 3 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Salient Private Client, LLC | 3 | 3 | 0.73% | 1.03% | 1.21% | Q1 2018 | Q3 2018 | 3 |
Cyndeo Wealth Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.02% | 0.04% | 0.07% | Q4 2016 | Q4 2016 | 3 |
FIRST MERCANTILE TRUST CO | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Baltimore-Washington Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
TIVERTON ASSET MANAGEMENT LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Elite Wealth Management, Inc. | 3 | 3 | 0.94% | 0.97% | 0.98% | Q3 2012 | Q1 2013 | 3 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2022 | 3 |
ARCH CAPITAL GROUP LTD. | 3 | 3 | 0.42% | 0.52% | 0.59% | Q1 2021 | Q3 2021 | 3 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 1 | 0.03% | 1.41% | 4.16% | Q3 2019 | Q2 2023 | 3 |
Cable Hill Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q1 2018 | 3 |
Financial Gravity Asset Management, Inc. | 3 | 3 | 0.00% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.16% | 0.21% | 0.30% | Q2 2013 | Q4 2013 | 3 |
Opes Advisors Inc | 2 | 1 | 0.18% | 0.19% | 0.22% | Q1 2017 | Q4 2017 | 3 |
Trust Asset Management LLC | 1 | 1 | 0.12% | 0.20% | 0.25% | Q3 2011 | Q3 2019 | 3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 1 | 0.01% | 0.04% | 0.05% | Q3 2019 | Q4 2021 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 3 |
LEUTHOLD GROUP, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2019 | Q3 2019 | 3 |
PORTOLA GROUP INC /CA | 3 | 3 | 0.14% | 0.15% | 0.16% | Q2 2013 | Q4 2013 | 3 |
Pegasus Partners Ltd. | 3 | 3 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
DAVIDSON TRUST CO | 2 | 1 | 0.19% | 0.20% | 0.22% | Q2 2020 | Q1 2021 | 3 |
Cypress Wealth Services, LLC | 2 | 1 | 0.07% | 0.09% | 0.10% | Q2 2018 | Q1 2023 | 3 |
Corient Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
GRIFFIN ASSET MANAGEMENT, INC. | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q2 2023 | 3 |
SILVER OAK SECURITIES, INCORPORATED | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Fidelis Capital Partners, LLC | 3 | 3 | 0.12% | 0.19% | 0.32% | Q4 2022 | Q2 2023 | 3 |
CBIZ Investment Advisory Services, LLC | 3 | 3 | 0.02% | 0.12% | 0.24% | Q2 2022 | Q4 2022 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2019 | 3 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 3 | 3 | 0.17% | 0.18% | 0.20% | Q4 2014 | Q2 2015 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 3 | 3 | 0.50% | 0.54% | 0.58% | Q4 2022 | Q2 2023 | 3 |
Palo Capital, Inc. | 2 | 1 | 0.12% | 0.16% | 0.19% | Q1 2015 | Q2 2016 | 3 |
STRATEGIC CAPITAL ADVISERS, INC. | 2 | 1 | 0.43% | 0.46% | 0.47% | Q4 2017 | Q4 2018 | 3 |
Bill Few Associates, Inc. | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q2 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Stratos Wealth Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Tradition Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Advocacy Wealth Management Services, LLC | 3 | 3 | 0.03% | 0.05% | 0.08% | Q4 2015 | Q2 2016 | 3 |
MASON STREET ADVISORS, LLC | 3 | 3 | 0.05% | 0.12% | 0.16% | Q2 2013 | Q4 2013 | 3 |
LEGACY FINANCIAL GROUP, INC. | 3 | 3 | 0.22% | 0.22% | 0.22% | Q4 2022 | Q2 2023 | 3 |
Teamwork Financial Advisors, LLC | 2 | 1 | 0.08% | 0.11% | 0.18% | Q4 2019 | Q3 2022 | 3 |
Signator Financial Services, Inc. | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2013 | Q3 2013 | 3 |
tru Independence LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Ellevest, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q2 2023 | 3 |
PATTON ALBERTSON MILLER GROUP, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q2 2019 | Q4 2019 | 3 |
FinTrust Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2019 | 3 |
First Command Bank | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
IBERIABANK CORP | 3 | 3 | 0.14% | 0.38% | 0.56% | Q1 2014 | Q3 2014 | 3 |
Hutner Daniel Ellsworth | 3 | 3 | 0.28% | 0.28% | 0.29% | Q4 2015 | Q2 2016 | 3 |
Ameritas Advisory Services, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 3 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2023 | 3 |
HWG Holdings LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Chevy Chase Trust Holdings, LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2019 | 3 |
First Pacific Advisors, LP | 3 | 3 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q1 2021 | 3 |
Stanley-Laman Group, Ltd. | 2 | 1 | 0.04% | 0.06% | 0.06% | Q4 2018 | Q2 2023 | 3 |
Port Capital LLC | 3 | 3 | 0.64% | 0.73% | 0.78% | Q4 2017 | Q2 2018 | 3 |
SWS Partners | 3 | 3 | 0.09% | 0.12% | 0.15% | Q4 2017 | Q2 2018 | 3 |
Meridian Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2021 | 3 |
NTB Financial Corp | 3 | 3 | 0.32% | 0.35% | 0.38% | Q4 2021 | Q2 2022 | 3 |
Windsor Capital Management, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2015 | 3 |
EPACRIA CAPITAL PARTNERS, LLC | 3 | 3 | 1.97% | 2.04% | 2.14% | Q4 2022 | Q2 2023 | 3 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 3 | 3 | 0.14% | 0.25% | 0.32% | Q3 2015 | Q1 2016 | 3 |
ALPHASIMPLEX GROUP, LLC | 2 | 1 | 0.28% | 0.35% | 0.41% | Q4 2019 | Q4 2020 | 3 |
RFP Financial Group LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Quadrature Capital Ltd | 3 | 3 | 0.10% | 0.42% | 1.04% | Q3 2015 | Q1 2016 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q4 2016 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Next Capital Management LLC | 2 | 1 | 0.14% | 0.14% | 0.15% | Q1 2020 | Q2 2021 | 3 |
US FINANCIAL ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 3 |
SageView Advisory Group, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Brookfield Public Securities Group LLC | 3 | 3 | 1.89% | 2.00% | 2.18% | Q3 2019 | Q1 2020 | 3 |
ADVISORS MANAGEMENT GROUP INC /ADV | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q2 2023 | 3 |
Polaris Wealth Advisory Group, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q3 2018 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.05% | 0.06% | 0.07% | Q4 2017 | Q3 2018 | 3 |
Mount Yale Investment Advisors, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q3 2018 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.45% | 0.48% | 0.50% | Q1 2018 | Q3 2018 | 3 |
Farther Finance Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2022 | Q2 2023 | 3 |
Watchman Group, Inc. | 3 | 3 | 0.29% | 0.32% | 0.35% | Q4 2019 | Q2 2020 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.06% | 0.07% | 0.10% | Q4 2019 | Q2 2020 | 3 |
Simplicity Solutions, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2023 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2019 | 3 |
ALLSTATE CORP | 3 | 3 | 0.30% | 0.32% | 0.34% | Q3 2013 | Q1 2014 | 3 |
Royal Harbor Partners, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2022 | Q2 2023 | 3 |
Spotlight Asset Group, Inc. | 1 | 1 | 0.01% | 0.06% | 0.10% | Q4 2019 | Q2 2023 | 3 |
Ironsides Asset Advisors, LLC | 2 | 1 | 0.06% | 0.08% | 0.09% | Q4 2015 | Q3 2016 | 3 |
Moloney Securities Asset Management, LLC | 3 | 3 | 0.10% | 0.12% | 0.16% | Q4 2016 | Q2 2017 | 3 |
NumerixS Investment Technologies Inc | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2015 | Q3 2015 | 3 |
Olistico Wealth, LLC | 3 | 3 | 1.28% | 1.31% | 1.34% | Q4 2022 | Q2 2023 | 3 |
INVESTMENT PARTNERS, LTD. | 1 | 1 | 0.07% | 0.17% | 0.22% | Q1 2016 | Q3 2022 | 3 |
First Command Financial Services, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 3 | 3 | 0.17% | 0.19% | 0.21% | Q4 2022 | Q2 2023 | 3 |
HAZLETT, BURT & WATSON, INC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Copeland Capital Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q2 2014 | Q4 2014 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.60% | 0.64% | 0.73% | Q4 2020 | Q2 2021 | 3 |
Essex Savings Bank | 3 | 3 | 0.03% | 0.04% | 0.04% | Q4 2018 | Q2 2019 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 0.29% | 0.45% | 0.64% | Q1 2016 | Q3 2016 | 3 |
NORTH STAR ASSET MANAGEMENT INC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2014 | Q4 2014 | 3 |
ANDERSON HOAGLAND & CO | 3 | 3 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q2 2023 | 3 |
MGO Private Wealth, LLC | 3 | 3 | 0.50% | 0.54% | 0.58% | Q3 2022 | Q1 2023 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.04% | 0.07% | Q2 2019 | Q4 2019 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.05% | 0.11% | 0.15% | Q2 2016 | Q1 2017 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
ARMSTRONG ADVISORY GROUP, INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
Trust CO of the Ozarks | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q4 2014 | 3 |
Maryland State Retirement & Pension System | 3 | 3 | 0.07% | 0.20% | 0.28% | Q4 2022 | Q2 2023 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
Claro Advisors LLC | 2 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q2 2023 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q3 2019 | Q1 2020 | 3 |
BASSO CAPITAL MANAGEMENT, L.P. | 3 | 3 | 1.86% | 2.04% | 2.34% | Q4 2022 | Q2 2023 | 3 |
Claybrook Capital, LLC | 2 | 1 | 0.04% | 0.10% | 0.14% | Q4 2018 | Q2 2023 | 3 |
Aston Asset Management, LLC | 3 | 3 | 0.28% | 0.68% | 0.94% | Q4 2015 | Q2 2016 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2015 | Q3 2015 | 3 |
Detwiler Fenton Investment Management LLC | 3 | 3 | 0.22% | 0.26% | 0.29% | Q4 2013 | Q2 2014 | 3 |
CASCADE INVESTMENT GROUP, INC. | 3 | 3 | 0.46% | 0.48% | 0.51% | Q4 2022 | Q2 2023 | 3 |
BCWM, LLC | 2 | 1 | 0.08% | 0.08% | 0.09% | Q3 2018 | Q3 2019 | 3 |
Cambria Investment Management, L.P. | 3 | 3 | 0.59% | 0.77% | 0.87% | Q3 2017 | Q1 2018 | 3 |
Equitable Holdings, Inc. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 2 |
JOYN Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
FIRST NIAGARA BANK | 2 | 2 | 0.06% | 0.08% | 0.09% | Q2 2014 | Q3 2014 | 2 |
Aberdeen Wealth Management LLC | 1 | 1 | 0.21% | 0.22% | 0.22% | Q4 2019 | Q2 2020 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Minot Wealth Management LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
NOMURA HOLDINGS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Kingsview Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q4 2022 | 2 |
Axiom Investment Management LLC | 1 | 1 | 0.04% | 0.11% | 0.19% | Q2 2019 | Q3 2022 | 2 |
Grey Street Capital, LLC | 2 | 2 | 0.73% | 0.78% | 0.84% | Q1 2023 | Q2 2023 | 2 |
Madden Advisory Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2015 | 2 |
ProShare Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q2 2023 | 2 |
MRP Capital Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
PARADIGM ASSET MANAGEMENT CO LLC | 2 | 2 | 0.84% | 0.98% | 1.13% | Q1 2016 | Q2 2016 | 2 |
Global Wealth Management Investment Advisory, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.73% | 0.88% | 1.04% | Q4 2014 | Q1 2015 | 2 |
Verition Fund Management LLC | 2 | 2 | 0.23% | 0.25% | 0.28% | Q2 2017 | Q3 2017 | 2 |
1832 Asset Management L.P. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.23% | 0.24% | 0.25% | Q1 2023 | Q2 2023 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.03% | 0.05% | 0.08% | Q4 2020 | Q1 2022 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q2 2017 | 2 |
Hoover Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q2 2021 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.57% | 0.59% | 0.60% | Q4 2017 | Q1 2018 | 2 |
SHELTON CAPITAL MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q4 2016 | 2 |
Crewe Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Tortoise Investment Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
ASPIRIANT, LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q1 2017 | Q2 2018 | 2 |
Versant Capital Management, Inc | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2013 | Q3 2013 | 2 |
TCG Advisors, LP | 2 | 2 | 0.16% | 0.16% | 0.17% | Q1 2019 | Q2 2019 | 2 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Alpha Cubed Investments, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
COUNTRY CLUB BANK /GFN | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Fairholme Capital Management | 1 | 1 | 0.13% | 0.13% | 0.14% | Q4 2020 | Q1 2023 | 2 |
Golden State Equity Partners | 2 | 2 | 0.12% | 0.17% | 0.23% | Q1 2023 | Q2 2023 | 2 |
WESBANCO BANK INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q3 2014 | 2 |
Lebenthal Holdings,LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2016 | Q2 2016 | 2 |
Jane Street Holding, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q3 2013 | Q4 2013 | 2 |
Coastal Bridge Advisors, LLC | 1 | 1 | 0.08% | 0.09% | 0.09% | Q3 2019 | Q3 2022 | 2 |
Donald L. Hagan, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q1 2016 | 2 |
CAPITAL CITY TRUST CO/FL | 1 | 1 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q4 2013 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Total Clarity Wealth Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Crabel Capital Management, LLC | 2 | 2 | 0.09% | 0.13% | 0.18% | Q3 2019 | Q4 2019 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.06% | 0.08% | 0.10% | Q3 2014 | Q1 2015 | 2 |
ICA Group Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
StratiFi, LLC | 1 | 1 | 0.52% | 1.70% | 2.88% | Q4 2014 | Q2 2015 | 2 |
Gerstein Fisher | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q2 2015 | 2 |
KANAWHA CAPITAL MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2013 | 2 |
Horizon Kinetics | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Front Row Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q1 2023 | 2 |
Realta Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 2 |
GM Advisory Group, LLC | 1 | 1 | 0.16% | 0.16% | 0.17% | Q1 2014 | Q3 2014 | 2 |
Aurora Investment Counsel | 2 | 2 | 1.19% | 1.26% | 1.32% | Q1 2023 | Q2 2023 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Sound View Wealth Advisors Group, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q2 2023 | 2 |
Well Done, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2018 | Q4 2018 | 2 |
GoalVest Advisory LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2023 | Q2 2023 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.07% | 0.14% | 0.22% | Q3 2017 | Q4 2017 | 2 |
AFT, FORSYTH & COMPANY, INC. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
Bouchey Financial Group Ltd | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2014 | Q4 2014 | 2 |
ALTERNA WEALTH MANAGEMENT, INC | 1 | 1 | 0.11% | 0.20% | 0.30% | Q4 2018 | Q2 2023 | 2 |
GAM Holding AG | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q3 2019 | 2 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 2 |
StellarOne CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Modera Wealth Management, LLC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q1 2019 | Q2 2023 | 2 |
KOCH INDUSTRIES INC | 2 | 2 | 0.07% | 0.10% | 0.13% | Q4 2017 | Q1 2018 | 2 |
RIVERPARK CAPITAL MANAGEMENT LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2018 | 2 |
HERITAGE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
FolioMetrix LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2014 | Q1 2015 | 2 |
Doyle Wealth Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q2 2019 | 2 |
Waverly Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q1 2021 | 2 |
Coe Capital Management, LLC | 2 | 2 | 0.11% | 0.25% | 0.39% | Q1 2016 | Q2 2016 | 2 |
Douglas C. Lane & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q1 2015 | 2 |
XTX Topco Ltd | 1 | 1 | 0.09% | 0.11% | 0.12% | Q2 2021 | Q1 2023 | 2 |
Retirement Investment Advisors, Inc. | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q2 2023 | 2 |
TCG Advisory Services, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Capital Directions Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
Clearline Capital LP | 2 | 2 | 0.42% | 0.47% | 0.52% | Q3 2020 | Q4 2020 | 2 |
VANGUARD GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Ackerman Capital Advisors, LLC | 2 | 2 | 0.01% | 0.07% | 0.13% | Q4 2018 | Q1 2019 | 2 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2013 | Q3 2013 | 2 |
MONECO Advisors, LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q1 2023 | Q2 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.39% | 0.40% | 0.41% | Q3 2022 | Q4 2022 | 2 |
Register Financial Advisors LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Meridian Wealth Management, LLC | 1 | 1 | 0.12% | 0.19% | 0.25% | Q4 2016 | Q1 2018 | 2 |
INVERNESS COUNSEL LLC /NY/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q4 2014 | 2 |
Asio Capital, LLC | 1 | 1 | 0.11% | 0.16% | 0.20% | Q4 2019 | Q2 2020 | 2 |
FIRST INTERSTATE BANK | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q4 2015 | 2 |
BOK Financial Private Wealth, Inc. | 1 | 1 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q4 2016 | 2 |
Rezny Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2015 | 2 |
Inspire Investing, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2020 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 2 |
Lebenthal Asset Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q1 2023 | 2 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Aristides Capital LLC | 2 | 2 | 0.81% | 0.83% | 0.85% | Q1 2020 | Q2 2020 | 2 |
St. James Investment Company, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q1 2015 | Q2 2015 | 2 |
Schear Investment Advisers, LLC | 2 | 2 | 0.51% | 0.56% | 0.60% | Q4 2022 | Q1 2023 | 2 |
VICTORY CAPITAL MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
FIDGEON TIMOTHY F | 2 | 2 | 0.12% | 0.12% | 0.13% | Q4 2014 | Q1 2015 | 2 |
1620 INVESTMENT ADVISORS, INC. | 2 | 2 | 0.22% | 0.23% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.08% | 0.16% | Q3 2019 | Q1 2021 | 2 |
Derbend Asset Management | 2 | 2 | 0.22% | 0.29% | 0.36% | Q2 2021 | Q3 2021 | 2 |
BRIDGES INVESTMENT COUNSEL INC/ | 2 | 2 | 0.13% | 0.13% | 0.13% | Q3 2015 | Q4 2015 | 2 |
Syverson Strege & Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2013 | Q3 2013 | 2 |
MEEDER ASSET MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
BSW Wealth Partners | 2 | 2 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2018 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q2 2023 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q4 2021 | 2 |
Thomasville National Bank | 1 | 1 | 0.01% | 0.03% | 0.04% | Q1 2015 | Q1 2017 | 2 |
Indiana Trust & Investment Management CO | 2 | 2 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q4 2013 | 2 |
PITCAIRN CO | 2 | 2 | 0.30% | 0.31% | 0.33% | Q3 2020 | Q4 2020 | 2 |
EPG Wealth Management LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2019 | Q1 2020 | 2 |
Laird Norton Wetherby Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2017 | Q4 2017 | 1 |
Willingdon Wealth Management | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2015 | Q4 2015 | 1 |
LBA Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Clark Capital Management Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CAROLINAS WEALTH CONSULTING LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
FIRST HORIZON CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q2 2013 | 1 |
Fulcrum Equity Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
CHEMICAL BANK | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q2 2019 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Atlantic Union Bankshares Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2017 | Q4 2017 | 1 |
Radnor Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SEEYOND | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
F3Logic, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2019 | Q2 2019 | 1 |
PACIFIC SUN FINANCIAL CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
Bristol Advisors, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2018 | Q2 2018 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2015 | Q4 2015 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Integrated Advisors Network LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FORT, L.P. | 1 | 1 | 0.66% | 0.66% | 0.66% | Q2 2023 | Q2 2023 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2017 | Q1 2017 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2019 | Q3 2019 | 1 |
GABELLI FUNDS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
RMR Wealth Builders | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Riverview Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Sullivan, Bruyette, Speros & Blaney, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
RMB Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2017 | Q1 2017 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
TradeLink Capital LLC | 1 | 1 | 2.87% | 2.87% | 2.87% | Q2 2017 | Q2 2017 | 1 |
Reynders McVeigh Capital Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
DUPONT CAPITAL MANAGEMENT CORP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2023 | Q2 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2021 | Q3 2021 | 1 |
Holistic Financial Partners | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2019 | Q1 2019 | 1 |
Overbrook Management Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2014 | Q3 2014 | 1 |
ROYCE & ASSOCIATES LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2017 | Q4 2017 | 1 |
Colonial Trust Co / SC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
OLD NATIONAL BANCORP /IN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
SCOTIA CAPITAL INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Sabal Trust CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2017 | Q4 2017 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
AMERICAN CENTURY COMPANIES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Summit X, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Prestige Wealth Management Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Laidlaw Wealth Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
AmericaFirst Quantitative Trust - AmericaFirst Defensive Growth & Income Portfolio, Series 2 | 1 | 1 | 1.00% | 1.00% | 1.00% | Q2 2017 | Q2 2017 | 1 |
Tidal Investments LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2019 | Q2 2019 | 1 |
Atlas Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2016 | Q3 2016 | 1 |
ORG Partners LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Unigestion Holding SA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2019 | Q3 2019 | 1 |
Verus Financial Partners, Inc. | 1 | 1 | 0.32% | 0.32% | 0.32% | Q3 2020 | Q3 2020 | 1 |
Penn Mutual Asset Management, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
QS Investors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Powell Investment Advisors, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2019 | Q4 2019 | 1 |
WealthTrust-Arizona, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2014 | Q1 2014 | 1 |
Crescent Capital Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
Hillview Capital Advisors, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q3 2015 | Q3 2015 | 1 |
FormulaFolio Investments, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
TMD & ASSOCIATES, INC | 1 | 1 | 0.31% | 0.31% | 0.31% | Q4 2015 | Q4 2015 | 1 |
Golden Green, Inc. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2020 | Q4 2020 | 1 |
BlackRock Group LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
ISTHMUS PARTNERS, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Ellsworth Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
GREENLEAF TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
HERSHEY TRUST CO | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q2 2013 | 1 |
ACIMA PRIVATE WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Level Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TCM Advisors, LLC | 1 | 1 | 5.57% | 5.57% | 5.57% | Q2 2023 | Q2 2023 | 1 |
Prostatis Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
Forward Management, LLC | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2016 | Q4 2016 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2014 | Q4 2014 | 1 |
Royal Capital Wealth Management, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
PRICE T ROWE ASSOCIATES INC /MD/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Autumn Glory Partners, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2021 | Q4 2021 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
VISTA FINANCE, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q2 2022 | Q2 2022 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
HERITAGE INVESTORS MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Rossmore Private Capital | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2017 | Q4 2017 | 1 |
Bremer Bank National Association | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2016 | Q2 2016 | 1 |
Capricorn Fund Managers Ltd | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2021 | Q4 2021 | 1 |
Spectrum Financial Alliance Ltd LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
KGH Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2014 | Q2 2014 | 1 |
First Trust Capital Management L.P. | 1 | 1 | 0.94% | 0.94% | 0.94% | Q2 2023 | Q2 2023 | 1 |
WATER ISLAND CAPITAL LLC | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2023 | Q2 2023 | 1 |
SG3 Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
FourThought Financial Partners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Orion Portfolio Solutions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
FIRETHORN WEALTH PARTNERS, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2021 | Q1 2021 | 1 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Rinkey Investments | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Heirloom Wealth Management | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Sterling Financial Planning, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
Mechanics Bank Trust Department | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
PARSONS CAPITAL MANAGEMENT INC/RI | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Boston Common Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Acropolis Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Cherry Tree Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
ARBOR TRUST WEALTH ADVISORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Houlihan Financial Resource Group, Ltd. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Astrantus Ltd | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
Westchester Capital Management, LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q2 2023 | Q2 2023 | 1 |
COWEN AND COMPANY, LLC | 1 | 1 | 3.74% | 3.74% | 3.74% | Q2 2023 | Q2 2023 | 1 |
Anchor Bolt Capital, LP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2017 | Q1 2017 | 1 |
Core Alternative Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MERITAGE PORTFOLIO MANAGEMENT | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2015 | Q4 2015 | 1 |
New England Research & Management, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2015 | Q2 2015 | 1 |
HARBER ASSET MANAGEMENT LLC | 1 | 1 | 2.06% | 2.06% | 2.06% | Q2 2020 | Q2 2020 | 1 |
WEALTHFRONT Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Burleson & Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Nelson Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Glacier Peak Capital LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q2 2019 | Q2 2019 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Aspen Grove Capital, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Savant Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
SOUTHERN CAPITAL ADVISORS, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
Robinson Value Management, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Appaloosa LP | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
TradeLink Global Equity LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2014 | Q3 2014 | 1 |
TD Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Aptus Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
ADE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
SPRING CREEK CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2018 | Q2 2018 | 1 |
Lakewood Asset Management LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
1900 WEALTH MANAGEMENT LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Bath Savings Trust Co | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Centric Wealth Management | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2018 | Q4 2018 | 1 |
Murphy, Middleton, Hinkle & Parker, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
SteelPeak Wealth, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2020 | 1 |
Keystone Financial Services | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q4 2021 | 1 |
Starfire Investment Advisers, Inc. | 1 | 1 | 1.91% | 1.91% | 1.91% | Q4 2017 | Q4 2017 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
SUMMIT FINANCIAL GROUP, INC. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2018 | Q2 2018 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
BERKLEY W R CORP | 1 | 1 | 2.24% | 2.24% | 2.24% | Q1 2023 | Q1 2023 | 1 |
LOOMIS SAYLES & CO L P | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q4 2018 | Q4 2018 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q2 2023 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2016 | Q3 2016 | 1 |
LVM CAPITAL MANAGEMENT LTD/MI | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2014 | Q1 2014 | 1 |
Kellner Capital, LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q2 2023 | Q2 2023 | 1 |
Pavion Blue Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2014 | Q4 2014 | 1 |
NICOLET ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
GREEN VALLEY INVESTORS LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Wescott Financial Advisory Group, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2020 | Q4 2020 | 1 |
Stone Toro Investment Advisers, LP | 1 | 1 | 2.02% | 2.02% | 2.02% | Q1 2015 | Q1 2015 | 1 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Pinkerton Retirement Specialists, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
Emerald Advisors, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2019 | Q4 2019 | 1 |
Gray Wealth Management Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Wakefield Asset Management LLLP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2018 | Q4 2018 | 1 |
DIMENSION CAPITAL MANAGEMENT LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q4 2017 | Q4 2017 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2023 | Q2 2023 | 1 |
Santori & Peters, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
MATTERN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Field & Main Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
CHAPIN DAVIS, INC. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Forum Financial Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CRAWFORD INVESTMENT COUNSEL INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Mayfair Advisory Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
Diversified, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
PRIO WEALTH LIMITED PARTNERSHIP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Simmons Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2017 | Q1 2017 | 1 |
Wilmington Trust Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
TAP Consulting, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
PRINCIPAL FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 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 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Hilltop Holdings Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
CADENCE BANK NA | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Qube Research & Technologies Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Zimmer Partners, LP | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2015 | Q1 2015 | 1 |
BBVA USA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Weatherstone Capital Management | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2018 | Q4 2018 | 1 |
XR Securities LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2019 | Q2 2019 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
ORIX Corp USA | 1 | 1 | 1.59% | 1.59% | 1.59% | Q1 2018 | Q1 2018 | 1 |
PANAGORA ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
MPI INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2017 | Q4 2017 | 1 |
AXS Investments LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q3 2021 | 1 |
Watermark Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
DRW Securities, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
SAROFIM FAYEZ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Concorde Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Magnetar Financial LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pinnacle West Asset Management, Inc. | 1 | 1 | 0.60% | 0.60% | 0.60% | Q1 2023 | Q1 2023 | 1 |
MARK MORRIS ET AL | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2013 | Q2 2013 | 1 |
HighVista Strategies LLC | 1 | 1 | 1.60% | 1.60% | 1.60% | Q2 2023 | Q2 2023 | 1 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Garde Capital, Inc. | 1 | 1 | 4.80% | 4.80% | 4.80% | Q4 2014 | Q4 2014 | 1 |
GAM SYSTEMATIC LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
JAMES INVESTMENT RESEARCH INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
VIRTUS ALTERNATIVE INVESTMENT ADVISERS, INC. | 1 | 1 | 2.10% | 2.10% | 2.10% | Q4 2018 | Q4 2018 | 1 |
Principal Street Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
External links
This page lists all the filers that currently own MAGELLAN MIDSTREAM PRTNRS LP or have owned MAGELLAN MIDSTREAM PRTNRS LP in the past.