Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 70 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 64 |
PEAK6 Investments LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q3 2018 | Q3 2023 | 36 |
JANE STREET GROUP, LLC | 20 | 2 | 0.00% | 0.03% | 0.15% | Q2 2017 | Q3 2023 | 33 |
Walleye Trading LLC | 7 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q1 2023 | 31 |
CITIGROUP INC | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 30 |
Cutler Group LLC / CA | 10 | 3 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q4 2020 | 30 |
Sutton Wealth Advisors Inc. | 30 | 30 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2023 | 30 |
Nuveen Asset Management, LLC | 26 | 26 | 0.00% | 0.05% | 0.30% | Q2 2017 | Q3 2023 | 29 |
UBS Group AG | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 28 |
GOLDMAN SACHS GROUP INC | 26 | 26 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 28 |
FULTON BANK, N.A. | 27 | 27 | 0.09% | 0.14% | 0.24% | Q2 2017 | Q4 2023 | 27 |
ROYAL BANK OF CANADA | 26 | 26 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 27 |
M&R CAPITAL MANAGEMENT INC | 27 | 27 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q4 2023 | 27 |
Raymond James Financial Services Advisors, Inc. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 27 |
TRUST CO OF VERMONT | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
First Horizon Advisors, Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
HENNESSY ADVISORS INC | 26 | 26 | 0.73% | 1.61% | 2.41% | Q2 2017 | Q3 2023 | 26 |
Grove Bank & Trust | 26 | 26 | 0.20% | 0.31% | 0.71% | Q2 2017 | Q3 2023 | 26 |
LOGAN CAPITAL MANAGEMENT INC | 26 | 26 | 0.04% | 0.09% | 0.14% | Q2 2017 | Q3 2023 | 26 |
AE Wealth Management LLC | 26 | 26 | 0.01% | 0.04% | 0.12% | Q2 2017 | Q3 2023 | 26 |
ClearBridge Investments | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
JPMORGAN CHASE & CO | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
PNC FINANCIAL SERVICES GROUP, INC. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Creative Planning | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
OLD SECOND NATIONAL BANK OF AURORA | 26 | 26 | 0.00% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 26 |
Hartford Financial Management Inc. | 26 | 26 | 0.03% | 0.05% | 0.12% | Q2 2017 | Q3 2023 | 26 |
COMMERCE BANK | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
IFP Advisors, Inc | 17 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 26 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 26 | 26 | 0.00% | 0.02% | 0.16% | Q2 2017 | Q3 2023 | 26 |
WHITTIER TRUST CO | 26 | 26 | 0.00% | 0.03% | 0.11% | Q2 2017 | Q3 2023 | 26 |
Russell Investments Group, Ltd. | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
NATIXIS ADVISORS, L.P. | 26 | 26 | 0.01% | 0.02% | 0.08% | Q2 2017 | Q3 2023 | 26 |
M&T BANK CORP | 26 | 26 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Gilman Hill Asset Management, LLC | 26 | 26 | 0.29% | 0.42% | 0.68% | Q2 2017 | Q3 2023 | 26 |
Neuberger Berman Group LLC | 26 | 26 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Cambridge Investment Research Advisors, Inc. | 26 | 26 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q3 2023 | 26 |
Gradient Investments LLC | 26 | 26 | 0.00% | 0.04% | 0.13% | Q2 2017 | Q3 2023 | 26 |
CIBC WORLD MARKET INC. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
AMERIPRISE FINANCIAL INC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
WELLS FARGO & COMPANY/MN | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Advisors Asset Management, Inc. | 26 | 26 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
DIMENSIONAL FUND ADVISORS LP | 26 | 26 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
JARISLOWSKY, FRASER Ltd | 26 | 26 | 0.01% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 26 |
GUGGENHEIM CAPITAL LLC | 26 | 26 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
WRAPMANAGER INC | 26 | 26 | 0.13% | 0.30% | 0.60% | Q2 2017 | Q3 2023 | 26 |
Allworth Financial LP | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
ASSETMARK, INC | 26 | 26 | 0.00% | 0.02% | 0.17% | Q2 2017 | Q3 2023 | 26 |
Geneos Wealth Management Inc. | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 26 | 26 | 0.01% | 0.02% | 0.05% | Q2 2017 | Q3 2023 | 26 |
BANK OF AMERICA CORP /DE/ | 26 | 26 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Renaissance Technologies | 26 | 26 | 0.15% | 0.31% | 0.44% | Q2 2017 | Q3 2023 | 26 |
WHITTIER TRUST CO OF NEVADA INC | 26 | 26 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 26 |
STIFEL FINANCIAL CORP | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
LPL Financial LLC | 26 | 26 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 26 |
MILLER HOWARD INVESTMENTS INC /NY | 26 | 26 | 0.06% | 0.33% | 1.33% | Q2 2017 | Q3 2023 | 26 |
STATE STREET CORP | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
ADVISORS MANAGEMENT GROUP INC /ADV | 26 | 26 | 0.16% | 0.33% | 0.43% | Q2 2017 | Q3 2023 | 26 |
Hilltop Holdings Inc. | 26 | 26 | 0.06% | 0.14% | 0.41% | Q2 2017 | Q3 2023 | 26 |
CIBC Asset Management Inc | 26 | 26 | 0.01% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
TRUIST FINANCIAL CORP | 26 | 26 | 0.04% | 0.06% | 0.15% | Q2 2017 | Q3 2023 | 26 |
ENVESTNET ASSET MANAGEMENT INC | 26 | 26 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Community Bank, N.A. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 26 | 26 | 0.05% | 0.07% | 0.08% | Q2 2017 | Q3 2023 | 26 |
FIFTH THIRD BANCORP | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
First Bank & Trust | 26 | 26 | 0.50% | 1.04% | 1.58% | Q2 2017 | Q3 2023 | 26 |
GABELLI FUNDS LLC | 26 | 26 | 0.05% | 0.07% | 0.09% | Q2 2017 | Q3 2023 | 26 |
CENTRAL TRUST Co | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
FDx Advisors, Inc. | 26 | 26 | 0.02% | 0.05% | 0.13% | Q2 2017 | Q3 2023 | 26 |
AllSquare Wealth Management LLC | 26 | 26 | 0.12% | 0.17% | 0.30% | Q2 2017 | Q3 2023 | 26 |
GUARDIAN CAPITAL ADVISORS LP | 26 | 26 | 0.91% | 1.13% | 1.48% | Q2 2017 | Q3 2023 | 26 |
QUADRANT CAPITAL GROUP LLC | 26 | 26 | 0.01% | 0.06% | 0.13% | Q2 2017 | Q3 2023 | 26 |
Laird Norton Wetherby Wealth Management, LLC | 26 | 26 | 0.05% | 0.08% | 0.12% | Q2 2017 | Q3 2023 | 26 |
HBK Sorce Advisory LLC | 26 | 26 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 26 |
TODD ASSET MANAGEMENT LLC | 26 | 26 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.09% | 0.14% | 0.28% | Q3 2016 | Q3 2023 | 26 |
FEDERATED HERMES, INC. | 26 | 26 | 0.13% | 0.31% | 0.52% | Q2 2017 | Q3 2023 | 26 |
STRATEGY ASSET MANAGERS LLC | 26 | 26 | 0.34% | 0.49% | 0.77% | Q2 2017 | Q3 2023 | 26 |
Bank of New York Mellon Corp | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
Sigma Planning Corp | 26 | 26 | 0.01% | 0.02% | 0.07% | Q2 2017 | Q3 2023 | 26 |
BURNS J W & CO INC/NY | 26 | 26 | 0.05% | 0.11% | 0.20% | Q2 2017 | Q3 2023 | 26 |
Parallel Advisors, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
ALBERT D MASON INC | 26 | 26 | 0.64% | 1.00% | 1.59% | Q3 2017 | Q4 2023 | 26 |
MORGAN STANLEY | 26 | 26 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 26 |
RAYMOND JAMES & ASSOCIATES | 26 | 26 | 0.05% | 0.12% | 0.29% | Q2 2017 | Q3 2023 | 26 |
WOLVERINE TRADING, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
HighTower Advisors, LLC | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Invesco Ltd. | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
NORTHERN TRUST CORP | 26 | 26 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 26 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 26 | 26 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 26 |
HSBC HOLDINGS PLC | 21 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
TORONTO DOMINION BANK | 17 | 8 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 25 |
J.P. Morgan Private Wealth Advisors LLC | 24 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 25 |
FMR LLC | 21 | 4 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 25 |
Hanson & Doremus Investment Management | 25 | 25 | 0.02% | 0.09% | 0.17% | Q3 2017 | Q3 2023 | 25 |
Private Advisor Group, LLC | 22 | 3 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 25 |
BOKF, NA | 16 | 9 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 25 |
BANK OF HAWAII | 25 | 25 | 0.01% | 0.12% | 0.45% | Q2 2017 | Q2 2023 | 25 |
Global Retirement Partners, LLC | 18 | 7 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 25 |
Janney Montgomery Scott LLC | 25 | 25 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 25 |
EVERETT HARRIS & CO /CA/ | 21 | 4 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q3 2023 | 25 |
HUNTINGTON NATIONAL BANK | 25 | 25 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2023 | 25 |
US BANCORP \DE\ | 25 | 25 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 25 |
Financial Architects, Inc | 20 | 4 | 0.06% | 0.09% | 0.13% | Q2 2017 | Q2 2023 | 24 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 21 | 3 | 0.10% | 0.16% | 0.30% | Q2 2017 | Q2 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.06% | 0.18% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Founders Capital Management | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 24 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 14 | 10 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 24 |
BARCLAYS PLC | 21 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 24 |
OPTIMUM INVESTMENT ADVISORS | 24 | 24 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2023 | 24 |
SEI INVESTMENTS CO | 18 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 24 |
PROFUND ADVISORS LLC | 18 | 6 | 0.02% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q3 2023 | 24 |
PRICE T ROWE ASSOCIATES INC /MD/ | 19 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 24 |
Moors & Cabot, Inc. | 21 | 3 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2023 | 24 |
Ballentine Partners, LLC | 19 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 24 |
WELLINGTON MANAGEMENT GROUP LLP | 23 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 24 |
PLIMOTH TRUST CO LLC | 24 | 24 | 0.18% | 0.24% | 0.38% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Steward Partners Investment Advisory, LLC | 18 | 6 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q3 2023 | 24 |
GOFEN & GLOSSBERG LLC /IL/ | 23 | 23 | 0.12% | 0.24% | 0.50% | Q2 2017 | Q4 2022 | 23 |
Investors Research Corp | 23 | 23 | 0.06% | 0.26% | 0.44% | Q1 2018 | Q3 2023 | 23 |
COMERICA BANK | 22 | 1 | 0.00% | 0.02% | 0.03% | Q3 2017 | Q2 2023 | 23 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 23 | 23 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 23 |
BLAIR WILLIAM & CO/IL | 20 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 23 |
SIGNATUREFD, LLC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
TD ASSET MANAGEMENT INC | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 23 |
Endurance Wealth Management, Inc. | 19 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 22 |
MUFG Americas Holdings Corp | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2022 | 22 |
CWM, LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 22 |
Cetera Investment Advisers | 12 | 3 | 0.02% | 0.03% | 0.09% | Q2 2017 | Q3 2023 | 22 |
GABLES CAPITAL MANAGEMENT INC. | 22 | 22 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2023 | 22 |
Hudock, Inc. | 22 | 22 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q3 2022 | 22 |
RAYMOND JAMES TRUST N.A. | 22 | 22 | 0.03% | 0.05% | 0.10% | Q2 2018 | Q3 2023 | 22 |
BlackRock Inc. | 13 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 22 |
Advisory Services Network, LLC | 12 | 1 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q3 2023 | 22 |
Focused Wealth Management, Inc | 22 | 22 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 22 |
STEPHENS INC /AR/ | 21 | 21 | 0.01% | 0.08% | 0.17% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
BANK OF MONTREAL /CAN/ | 16 | 2 | 0.01% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 21 |
Argent Trust Co | 20 | 1 | 0.03% | 0.06% | 0.11% | Q2 2018 | Q3 2023 | 21 |
Patriot Financial Group Insurance Agency, LLC | 21 | 21 | 0.02% | 0.09% | 0.25% | Q2 2017 | Q2 2022 | 21 |
Cetera Advisors LLC | 21 | 21 | 0.01% | 0.02% | 0.06% | Q3 2018 | Q3 2023 | 21 |
JOHNSON INVESTMENT COUNSEL INC | 16 | 2 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2023 | 21 |
Highlander Capital Management, LLC | 21 | 21 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2022 | 21 |
Cerity Partners LLC | 13 | 8 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2023 | 21 |
Old Port Advisors | 18 | 1 | 1.16% | 1.52% | 2.14% | Q2 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.01% | 0.11% | 0.26% | Q4 2018 | Q3 2023 | 20 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 20 | 20 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q1 2022 | 20 |
Glassman Wealth Services | 16 | 4 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 20 |
SeaCrest Wealth Management, LLC | 11 | 3 | 0.03% | 0.04% | 0.05% | Q4 2017 | Q2 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.01% | 0.02% | 0.05% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2022 | 20 |
Icon Wealth Partners, LLC | 15 | 2 | 0.02% | 0.08% | 0.18% | Q4 2017 | Q3 2023 | 20 |
Pflug Koory, LLC | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 20 |
DELTA ASSET MANAGEMENT LLC/TN | 10 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 20 |
Susquehanna International Securities, Ltd. | 10 | 10 | 0.05% | 3.07% | 9.28% | Q4 2018 | Q1 2021 | 19 |
Smithfield Trust Co | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q2 2022 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 19 |
Lester Murray Antman dba SimplyRich | 18 | 1 | 0.15% | 0.25% | 0.48% | Q4 2017 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.03% | 0.11% | Q1 2019 | Q3 2023 | 19 |
IHT Wealth Management, LLC | 8 | 2 | 0.02% | 0.03% | 0.07% | Q3 2017 | Q3 2023 | 19 |
Simplicity Solutions, LLC | 13 | 1 | 0.01% | 0.04% | 0.09% | Q2 2017 | Q3 2023 | 19 |
GEODE CAPITAL MANAGEMENT, LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 19 |
Keudell/Morrison Wealth Management | 19 | 19 | 0.13% | 0.22% | 0.42% | Q1 2019 | Q3 2023 | 19 |
CAMBRIDGE TRUST CO | 11 | 8 | 0.00% | 0.11% | 0.44% | Q2 2017 | Q3 2023 | 19 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 17 | 2 | 0.01% | 0.51% | 0.80% | Q2 2017 | Q1 2022 | 19 |
Checchi Capital Advisers, LLC | 16 | 1 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2023 | 19 |
OPPENHEIMER & CO INC | 17 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2023 | 19 |
Zions Bancorporation, N.A. | 19 | 19 | 0.21% | 0.32% | 0.57% | Q1 2019 | Q3 2023 | 19 |
FIRST MERCANTILE TRUST CO | 18 | 18 | 0.02% | 0.09% | 0.22% | Q2 2017 | Q3 2021 | 18 |
American Trust Investment Advisors, LLC | 18 | 18 | 0.14% | 0.20% | 0.28% | Q2 2019 | Q3 2023 | 18 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
GLENMEDE TRUST CO NA | 12 | 3 | 0.00% | 0.00% | 0.02% | Q3 2017 | Q3 2023 | 18 |
Cresset Asset Management, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 18 |
Connor, Clark & Lunn Investment Management Ltd. | 12 | 1 | 0.00% | 0.08% | 0.27% | Q2 2017 | Q3 2023 | 18 |
Prospera Financial Services Inc | 16 | 2 | 0.00% | 0.05% | 0.15% | Q2 2017 | Q2 2022 | 18 |
Saratoga Research & Investment Management | 14 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 18 |
Avior Wealth Management, LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
OPPENHEIMER ASSET MANAGEMENT INC. | 12 | 2 | 0.00% | 0.02% | 0.04% | Q2 2017 | Q3 2023 | 18 |
Jacobi Capital Management LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2021 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.01% | 0.03% | Q1 2019 | Q2 2023 | 18 |
RFG Advisory, LLC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 11 | 7 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q4 2021 | 18 |
Rathbones Group PLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2022 | 18 |
Garner Asset Management Corp | 18 | 18 | 0.13% | 0.28% | 0.37% | Q2 2017 | Q3 2021 | 18 |
INTRUST BANK NA | 13 | 1 | 0.05% | 0.10% | 0.14% | Q2 2017 | Q3 2023 | 17 |
Baystate Wealth Management LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 17 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 17 |
Balentine LLC | 9 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2023 | 17 |
SG Americas Securities, LLC | 14 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q3 2022 | 17 |
MACQUARIE GROUP LTD | 17 | 17 | 0.00% | 0.06% | 0.12% | Q2 2017 | Q2 2021 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 17 |
AMERICAN NATIONAL INSURANCE CO | 17 | 17 | 0.02% | 0.03% | 0.04% | Q3 2017 | Q3 2021 | 17 |
SCOTIA CAPITAL INC. | 17 | 17 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Voya Financial Advisors, Inc. | 16 | 1 | 0.03% | 0.06% | 0.08% | Q2 2017 | Q2 2023 | 17 |
Cubist Systematic Strategies, LLC | 5 | 1 | 0.00% | 0.03% | 0.12% | Q2 2017 | Q3 2023 | 17 |
HM PAYSON & CO | 11 | 6 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 17 |
Laurel Wealth Advisors, Inc. | 14 | 3 | 0.02% | 0.06% | 0.12% | Q2 2017 | Q2 2022 | 17 |
Boston Trust Walden Corp | 17 | 17 | 0.02% | 0.04% | 0.06% | Q3 2017 | Q3 2021 | 17 |
D. E. Shaw & Co., Inc. | 7 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 17 |
Carroll Financial Associates, Inc. | 14 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2021 | 17 |
PRIVATE TRUST CO NA | 11 | 6 | 0.01% | 0.15% | 0.26% | Q2 2017 | Q3 2023 | 17 |
abrdn plc | 17 | 17 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2023 | 17 |
ADVISOR PARTNERS LLC | 17 | 17 | 0.04% | 0.05% | 0.08% | Q2 2018 | Q2 2022 | 17 |
Tower Research Capital LLC (TRC) | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q2 2023 | 17 |
Column Capital Advisors, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.03% | Q3 2017 | Q1 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Verition Fund Management LLC | 7 | 2 | 0.01% | 0.11% | 0.34% | Q2 2017 | Q1 2023 | 16 |
Wealth Alliance | 16 | 16 | 0.14% | 0.24% | 0.55% | Q4 2019 | Q3 2023 | 16 |
Wambolt & Associates, LLC | 16 | 16 | 0.18% | 0.37% | 0.51% | Q4 2019 | Q3 2023 | 16 |
CAPTRUST FINANCIAL ADVISORS | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
COZAD ASSET MANAGEMENT INC | 14 | 1 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.16% | 0.24% | 0.46% | Q4 2019 | Q3 2023 | 16 |
LAZARD ASSET MANAGEMENT LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
BROWN BROTHERS HARRIMAN & CO | 10 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 16 |
LIBERTY ONE INVESTMENT MANAGEMENT, LLC | 16 | 16 | 0.10% | 0.16% | 0.24% | Q4 2019 | Q3 2023 | 16 |
GREENLEAF TRUST | 10 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2023 | 16 |
EQUITY INVESTMENT CORP | 16 | 16 | 0.01% | 1.76% | 2.53% | Q1 2018 | Q4 2021 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
AMERICAN CENTURY COMPANIES INC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
BESSEMER GROUP INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 16 |
Armor Investment Advisors, LLC | 10 | 1 | 0.12% | 0.18% | 0.23% | Q3 2017 | Q1 2022 | 16 |
Dorsey & Whitney Trust CO LLC | 16 | 16 | 0.03% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 16 |
DEUTSCHE BANK AG\ | 11 | 5 | 0.00% | 0.01% | 0.06% | Q2 2017 | Q3 2021 | 16 |
ENTERPRISE FINANCIAL SERVICES CORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2021 | 16 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 8 | 1 | 0.00% | 0.15% | 0.47% | Q2 2017 | Q3 2022 | 16 |
Optas, LLC | 16 | 16 | 0.13% | 0.23% | 0.32% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Barry Investment Advisors, LLC | 16 | 16 | 0.07% | 1.33% | 3.57% | Q4 2019 | Q3 2023 | 16 |
MILLENNIUM MANAGEMENT LLC | 4 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2022 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Twin Tree Management, LP | 4 | 2 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2022 | 15 |
BEACH INVESTMENT COUNSEL INC/PA | 8 | 7 | 0.31% | 0.46% | 0.76% | Q1 2020 | Q4 2023 | 15 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Atria Investments, Inc | 14 | 1 | 0.03% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 15 |
180 WEALTH ADVISORS, LLC | 8 | 7 | 0.05% | 0.09% | 0.14% | Q1 2019 | Q3 2023 | 15 |
NEXT Financial Group, Inc | 7 | 2 | 0.00% | 0.01% | 0.07% | Q2 2017 | Q4 2021 | 15 |
Aperio Group, LLC | 15 | 15 | 0.06% | 0.08% | 0.10% | Q2 2017 | Q4 2020 | 15 |
OLD MISSION CAPITAL LLC | 9 | 1 | 0.01% | 0.47% | 1.52% | Q2 2017 | Q1 2023 | 15 |
JANUS HENDERSON GROUP PLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
Maven Securities LTD | 14 | 1 | 0.02% | 0.18% | 0.54% | Q4 2017 | Q3 2021 | 15 |
DEARBORN PARTNERS LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
Kistler-Tiffany Companies, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 14 |
Barrett Asset Management, LLC | 9 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 14 |
ETRADE Capital Management LLC | 14 | 14 | 0.04% | 0.08% | 0.12% | Q2 2017 | Q3 2020 | 14 |
First Allied Advisory Services, Inc. | 14 | 14 | 0.02% | 0.03% | 0.05% | Q2 2017 | Q3 2020 | 14 |
EATON VANCE MANAGEMENT | 12 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 14 |
Baird Financial Group, Inc. | 11 | 3 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2020 | 14 |
Susquehanna International Group Ltd. | 10 | 1 | 0.35% | 1.82% | 3.83% | Q4 2018 | Q2 2023 | 14 |
Nicholas Hoffman & Company, LLC. | 14 | 14 | 0.11% | 0.19% | 0.35% | Q1 2018 | Q2 2021 | 14 |
PRUDENTIAL FINANCIAL INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
MEEDER ASSET MANAGEMENT INC | 12 | 2 | 0.00% | 0.01% | 0.08% | Q2 2017 | Q3 2022 | 14 |
Rosenberg Matthew Hamilton | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
SRS Capital Advisors, Inc. | 10 | 4 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
FLAGSHIP HARBOR ADVISORS, LLC | 14 | 14 | 0.03% | 0.10% | 0.16% | Q2 2017 | Q3 2020 | 14 |
ARROW FINANCIAL CORP | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2020 | 14 |
Prestige Wealth Management Group LLC | 13 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 14 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.04% | 0.09% | Q3 2020 | Q3 2023 | 13 |
Pacer Advisors, Inc. | 6 | 3 | 0.00% | 0.01% | 0.14% | Q2 2019 | Q3 2023 | 13 |
Asset Dedication, LLC | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 13 | 13 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2020 | 13 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.33% | 0.45% | 0.62% | Q1 2019 | Q3 2023 | 13 |
Epoch Investment Partners, Inc. | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2020 | 13 |
GROUP ONE TRADING, L.P. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2023 | 13 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 13 | 13 | 0.10% | 0.13% | 0.17% | Q2 2017 | Q2 2020 | 13 |
MOODY NATIONAL BANK TRUST DIVISION | 13 | 13 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2021 | 13 |
ClearBridge Investments Ltd | 8 | 5 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q2 2022 | 13 |
Capital Advisory Group Advisory Services, LLC | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2021 | 13 |
Global Financial Private Capital, Inc | 13 | 13 | 0.36% | 0.59% | 1.23% | Q2 2017 | Q2 2020 | 13 |
1832 Asset Management L.P. | 11 | 2 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q1 2022 | 13 |
Cornerstone Advisors, Inc. | 11 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2020 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q3 2023 | 13 |
SYNOVUS FINANCIAL CORP | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q2 2020 | 13 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Financial Management Professionals, Inc. | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 13 |
Smith, Salley & Associates | 13 | 13 | 0.27% | 0.37% | 0.53% | Q2 2017 | Q2 2020 | 13 |
North Star Investment Management Corp. | 8 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2020 | 13 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 7 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2020 | 12 |
KINGS POINT CAPITAL MANAGEMENT | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2022 | 12 |
Clearstead Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
M. Kulyk & Associates, LLC | 12 | 12 | 1.74% | 2.20% | 2.79% | Q4 2020 | Q3 2023 | 12 |
BRINKER CAPITAL INC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q2 2020 | 12 |
ROPES WEALTH ADVISORS LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2020 | 12 |
Cribstone Capital Management, LLC | 12 | 12 | 0.00% | 0.11% | 0.81% | Q2 2017 | Q1 2020 | 12 |
World Asset Management Inc | 12 | 12 | 0.02% | 0.05% | 0.09% | Q2 2017 | Q1 2020 | 12 |
First Trust Direct Indexing L.P. | 12 | 12 | 0.09% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
CAROLINAS WEALTH CONSULTING LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Fisher Asset Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Halpern Financial, Inc. | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Royal Fund Management, LLC | 12 | 12 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q1 2020 | 12 |
FRANKLIN RESOURCES INC | 8 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 12 |
Mission Creek Capital Partners, Inc. | 12 | 12 | 0.04% | 0.23% | 0.46% | Q4 2020 | Q3 2023 | 12 |
Berman Capital Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2021 | 12 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 12 | 0.02% | 0.04% | 0.15% | Q4 2018 | Q3 2021 | 12 |
FIRST FINANCIAL CORP /IN/ | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2020 | 12 |
NOMURA ASSET MANAGEMENT CO LTD | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
QUEST CAPITAL MANAGEMENT INC /ADV | 12 | 12 | 0.06% | 0.09% | 0.14% | Q1 2019 | Q4 2021 | 12 |
BALYASNY ASSET MANAGEMENT L.P. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2023 | 12 |
MONTAG A & ASSOCIATES INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Renasant Bank | 12 | 12 | 0.18% | 0.22% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Bay Harbor Wealth Management, LLC | 12 | 12 | 0.00% | 0.10% | 0.19% | Q4 2018 | Q3 2021 | 12 |
Caprock Group, LLC | 4 | 2 | 0.02% | 0.06% | 0.16% | Q2 2017 | Q3 2023 | 12 |
Ellevest, Inc. | 6 | 5 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q1 2023 | 11 |
Anchor Investment Management, LLC | 11 | 11 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q3 2018 | 11 |
Advisor Group, Inc. | 11 | 11 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q4 2019 | 11 |
Key FInancial Inc | 9 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 11 |
Shepherd Financial Partners LLC | 11 | 11 | 0.18% | 0.29% | 0.41% | Q2 2017 | Q4 2019 | 11 |
PORTLAND INVESTMENT COUNSEL INC. | 10 | 1 | 0.09% | 0.17% | 0.25% | Q4 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 11 | 11 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q4 2019 | 11 |
Cetera Advisor Networks LLC | 9 | 1 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 11 |
EAGLE ASSET MANAGEMENT INC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q4 2019 | 11 |
Ethic Inc. | 8 | 1 | 0.03% | 0.10% | 0.20% | Q1 2020 | Q3 2023 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.12% | 0.23% | 0.43% | Q1 2021 | Q3 2023 | 11 |
Newbridge Financial Services Group, Inc. | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.07% | 0.11% | 0.25% | Q4 2019 | Q1 2022 | 10 |
NumerixS Investment Technologies Inc | 8 | 2 | 0.01% | 0.04% | 0.11% | Q2 2017 | Q4 2019 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q2 2022 | 10 |
Quantbot Technologies LP | 5 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2023 | 10 |
Bogart Wealth, LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
FinTrust Capital Advisors, LLC | 6 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 10 |
PEAK6 Group LLC | 2 | 2 | 0.00% | 0.00% | 0.02% | Q2 2017 | Q2 2018 | 10 |
ATLAS CAPITAL ADVISORS LLC | 9 | 1 | 0.00% | 0.04% | 0.08% | Q2 2018 | Q4 2020 | 10 |
Capital International Investors | 8 | 2 | 0.00% | 0.10% | 0.20% | Q2 2017 | Q4 2020 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
CWA Asset Management Group, LLC | 8 | 1 | 0.02% | 0.07% | 0.14% | Q2 2018 | Q3 2021 | 10 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2019 | 10 |
Fieldpoint Private Securities, LLC | 7 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2022 | 10 |
Mayflower Financial Advisors, LLC | 10 | 10 | 0.03% | 0.04% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Dynamic Technology Lab Private Ltd | 4 | 1 | 0.03% | 0.07% | 0.12% | Q2 2017 | Q4 2022 | 10 |
Vestmark Advisory Solutions, Inc. | 8 | 2 | 0.02% | 0.03% | 0.06% | Q1 2020 | Q2 2023 | 10 |
Procyon Advisors, LLC | 10 | 10 | 0.07% | 0.12% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Concord Wealth Partners | 5 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 10 |
Mondrian Investment Partners LTD | 10 | 10 | 0.68% | 0.75% | 0.85% | Q3 2017 | Q4 2019 | 10 |
RNC CAPITAL MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 10 | 10 | 0.02% | 0.02% | 0.07% | Q2 2017 | Q3 2019 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 10 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q1 2023 | 10 |
SUNTRUST BANKS INC | 10 | 10 | 0.04% | 0.08% | 0.12% | Q2 2017 | Q3 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 10 |
Snowden Capital Advisors LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 10 | 10 | 0.01% | 0.02% | 0.03% | Q2 2021 | Q3 2023 | 10 |
THOMPSON SIEGEL & WALMSLEY LLC | 10 | 10 | 0.00% | 0.03% | 0.09% | Q2 2017 | Q3 2019 | 10 |
Vanguard Personalized Indexing Management, LLC | 9 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 10 |
FORA Capital, LLC | 4 | 1 | 0.02% | 0.07% | 0.14% | Q4 2019 | Q3 2023 | 10 |
Winslow, Evans & Crocker, Inc. | 8 | 1 | 0.00% | 0.01% | 0.09% | Q2 2017 | Q4 2020 | 9 |
Lantz Financial LLC | 8 | 1 | 0.11% | 0.12% | 0.14% | Q2 2021 | Q3 2023 | 9 |
Activest Wealth Management | 6 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 9 |
ANCHOR CAPITAL ADVISORS LLC | 9 | 9 | 0.01% | 0.04% | 0.06% | Q2 2017 | Q2 2019 | 9 |
Mount Yale Investment Advisors, LLC | 6 | 3 | 0.01% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 9 |
Arden Trust Co | 8 | 1 | 0.01% | 0.11% | 0.18% | Q1 2020 | Q1 2023 | 9 |
BREWIN DOLPHIN LTD | 6 | 3 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q2 2021 | 9 |
Qube Research & Technologies Ltd | 4 | 2 | 0.00% | 0.02% | 0.05% | Q4 2020 | Q3 2023 | 9 |
Johnson Financial Group, Inc. | 9 | 9 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q1 2023 | 9 |
JFS WEALTH ADVISORS, LLC | 8 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 9 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 8 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q2 2021 | 9 |
Truvestments Capital LLC | 5 | 1 | 0.02% | 0.03% | 0.05% | Q3 2018 | Q1 2021 | 9 |
Proficio Capital Partners LLC | 8 | 1 | 0.00% | 0.02% | 0.05% | Q1 2017 | Q2 2019 | 9 |
Wealthcare Advisory Partners LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q1 2021 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.19% | 0.24% | 0.28% | Q3 2021 | Q3 2023 | 9 |
Bollard Group LLC | 5 | 2 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 9 |
FIRST TRUST ADVISORS LP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 9 |
RPg Family Wealth Advisory, LLC | 4 | 1 | 0.01% | 1.31% | 3.57% | Q1 2018 | Q1 2022 | 9 |
Capital Bank & Trust Co | 9 | 9 | 0.02% | 0.05% | 0.09% | Q2 2017 | Q2 2019 | 9 |
Beacon Pointe Advisors, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 9 |
BB&T SECURITIES, LLC | 8 | 1 | 0.07% | 0.10% | 0.14% | Q2 2017 | Q3 2019 | 9 |
Quilter Plc | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q4 2021 | 9 |
Brinker Capital Investments, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q4 2022 | 9 |
Curbstone Financial Management Corp | 9 | 9 | 0.21% | 0.29% | 0.37% | Q2 2017 | Q2 2019 | 9 |
PITTENGER & ANDERSON INC | 5 | 1 | 0.00% | 0.12% | 0.22% | Q2 2017 | Q3 2023 | 9 |
Vigilant Capital Management, LLC | 7 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 9 |
Virtu Financial LLC | 3 | 1 | 0.02% | 0.03% | 0.08% | Q3 2018 | Q3 2022 | 9 |
Financial Gravity Asset Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 9 |
MOTCO | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2023 | 9 |
Sandy Spring Bank | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2023 | 9 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 6 | 1 | 0.41% | 1.96% | 2.98% | Q2 2017 | Q1 2022 | 8 |
Retirement Planning Co of New England, Inc. | 8 | 8 | 0.68% | 0.82% | 0.90% | Q4 2021 | Q3 2023 | 8 |
FAIRFIELD, BUSH & CO. | 6 | 1 | 0.01% | 0.14% | 0.24% | Q2 2017 | Q2 2023 | 8 |
AlphaOne Investment Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 8 |
Addison Advisors LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Cable Hill Partners, LLC | 8 | 8 | 0.00% | 0.02% | 0.12% | Q2 2017 | Q1 2019 | 8 |
Level Financial Advisors | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CITY HOLDING CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 8 |
Mystic Asset Management, Inc. | 8 | 8 | 0.29% | 0.36% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Israel Discount Bank of New York | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 8 |
Parkside Financial Bank & Trust | 4 | 4 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q3 2023 | 8 |
Rehmann Capital Advisory Group | 7 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2022 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Ancora Advisors LLC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 8 |
PARADIGM ASSET MANAGEMENT CO LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Beck Bode, LLC | 3 | 1 | 0.02% | 2.42% | 3.56% | Q4 2018 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Strategic Investment Advisors / MI | 8 | 8 | 0.08% | 0.16% | 0.20% | Q4 2018 | Q3 2020 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Calamos Advisors LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
KEYBANK NATIONAL ASSOCIATION/OH | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
High Net Worth Advisory Group LLC | 7 | 1 | 0.07% | 0.08% | 0.09% | Q4 2021 | Q4 2023 | 8 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 8 | 8 | 0.13% | 0.24% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Sound Income Strategies, LLC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 8 |
Morningstar Investment Services LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 8 |
Carnegie Capital Asset Management, LLC | 8 | 8 | 0.03% | 0.05% | 0.07% | Q2 2017 | Q1 2019 | 8 |
Ellis Investment Partners, LLC | 5 | 3 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2022 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CAPITAL GUARDIAN TRUST CO | 8 | 8 | 0.01% | 0.04% | 0.07% | Q3 2017 | Q2 2019 | 8 |
City State Bank | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
A.R.T. Advisors, LLC | 4 | 1 | 0.02% | 0.07% | 0.16% | Q2 2017 | Q4 2019 | 8 |
PRIMORIS WEALTH ADVISORS, LLC | 8 | 8 | 0.23% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
TWO SIGMA INVESTMENTS, LP | 7 | 1 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q2 2019 | 8 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 4 | 4 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q2 2019 | 8 |
Sequoia Financial Advisors, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
WFA Asset Management Corp | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 8 | 8 | 0.32% | 0.55% | 1.10% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.31% | 0.34% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Energy Income Partners, LLC | 6 | 2 | 0.00% | 1.22% | 2.08% | Q3 2017 | Q2 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 8 |
Wealthspire Advisors, L.P. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q1 2019 | 8 |
Freedom Investment Management, Inc. | 7 | 7 | 0.02% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Granite Investment Advisors, LLC | 7 | 7 | 0.28% | 0.44% | 0.72% | Q2 2017 | Q4 2018 | 7 |
BerganKDV Wealth Management, LLC | 7 | 7 | 0.01% | 0.31% | 0.42% | Q2 2017 | Q4 2018 | 7 |
Stockman Wealth Management, Inc. | 7 | 7 | 0.13% | 0.14% | 0.16% | Q3 2017 | Q1 2019 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q2 2019 | 7 |
Bank of New Hampshire | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q4 2022 | 7 |
COMERICA SECURITIES INC | 7 | 7 | 0.05% | 0.06% | 0.08% | Q2 2017 | Q4 2018 | 7 |
Tradition Wealth Management, LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 7 |
Wagner Wealth Management, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2022 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2020 | 7 |
Savior LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2021 | 7 |
GAMCO INVESTORS, INC. ET AL | 4 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2019 | 7 |
JTC Employer Solutions Trustee Ltd | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.08% | 0.13% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 7 |
Ledyard National Bank | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 7 |
NTV ASSET MANAGEMENT LLC | 7 | 7 | 0.04% | 0.06% | 0.09% | Q1 2020 | Q3 2021 | 7 |
Global Wealth Management Investment Advisory, Inc. | 7 | 7 | 0.02% | 0.05% | 0.13% | Q4 2018 | Q2 2020 | 7 |
EUDAIMONIA ADVISORS LLC | 4 | 3 | 0.14% | 0.15% | 0.16% | Q4 2021 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q2 2022 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2021 | 7 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 7 |
Mascoma Wealth Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2023 | 7 |
Orion Portfolio Solutions, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 7 |
Raleigh Capital Management Inc. | 7 | 7 | 0.62% | 0.87% | 1.07% | Q1 2022 | Q3 2023 | 7 |
WNY Asset Management, LLC | 6 | 1 | 0.05% | 0.11% | 0.18% | Q1 2021 | Q1 2023 | 7 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q2 2019 | 7 |
Thomas J. Herzfeld Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 7 |
SVA Wealth Management, LLC | 7 | 7 | 0.02% | 0.05% | 0.08% | Q2 2017 | Q4 2018 | 7 |
MinichMacGregor Wealth Management, LLC | 6 | 1 | 0.00% | 0.02% | 0.04% | Q3 2016 | Q3 2018 | 7 |
AXA S.A. | 5 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 7 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
CREDIT SUISSE AG/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2021 | 6 |
Stratos Wealth Partners, LTD. | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 6 |
Aevitas Wealth Management, Inc. | 6 | 6 | 0.07% | 0.12% | 0.15% | Q4 2017 | Q1 2019 | 6 |
Rise Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Strategic Wealth Partners, Ltd. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2019 | 6 |
SHINE INVESTMENT ADVISORY SERVICES INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2020 | 6 |
MHI Funds, LLC | 6 | 6 | 0.00% | 0.26% | 1.56% | Q4 2017 | Q1 2019 | 6 |
Sowell Financial Services LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q1 2021 | 6 |
ASSOCIATED BANC-CORP | 4 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2020 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q1 2021 | 6 |
TWO SIGMA ADVISERS, LP | 2 | 1 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q3 2022 | 6 |
BAILARD, INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Alan B Lancz & Associates, Inc. | 6 | 6 | 0.16% | 0.17% | 0.19% | Q4 2021 | Q1 2023 | 6 |
C-J Advisory, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q4 2017 | 6 |
AVIANCE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.02% | 0.07% | Q2 2017 | Q1 2019 | 6 |
Meridian Wealth Partners, LLC | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 6 |
HUTNER CAPITAL MANAGEMENT INC | 6 | 6 | 0.23% | 0.97% | 1.31% | Q2 2017 | Q3 2018 | 6 |
Tyers Asset Management LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2018 | 6 |
Chicago Partners Investment Group LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Thrive Capital Management, LLC | 6 | 6 | 0.15% | 0.22% | 0.26% | Q2 2022 | Q3 2023 | 6 |
NAPLES GLOBAL ADVISORS, LLC | 6 | 6 | 0.18% | 0.27% | 0.42% | Q2 2017 | Q3 2018 | 6 |
LS Investment Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2018 | 6 |
Legacy Financial Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q1 2019 | 6 |
EVERGREEN CAPITAL MANAGEMENT LLC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Meridian Wealth Management, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Bruderman Asset Management, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2019 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.07% | 0.09% | Q4 2020 | Q1 2022 | 6 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 5 | 1 | 0.00% | 0.16% | 0.22% | Q3 2018 | Q1 2022 | 6 |
Edge Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 6 |
BREMER TRUST NATIONAL ASSOCIATION | 6 | 6 | 0.06% | 0.08% | 0.10% | Q3 2017 | Q4 2018 | 6 |
Outlook Wealth Advisors, LLC | 6 | 6 | 0.12% | 0.27% | 0.40% | Q4 2018 | Q1 2020 | 6 |
Allspring Global Investments Holdings, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
SVB WEALTH LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2023 | 6 |
Neuburgh Advisers LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2018 | 6 |
New Millennium Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 6 |
HHM Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Flinton Capital Management LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2017 | Q3 2018 | 6 |
LAKE STREET ADVISORS GROUP, LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q1 2020 | Q2 2021 | 6 |
Optiver Holding B.V. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 6 |
KCS Wealth Advisory | 6 | 6 | 0.35% | 0.57% | 0.68% | Q4 2017 | Q1 2019 | 6 |
GUARDIAN CAPITAL LP | 6 | 6 | 0.09% | 0.13% | 0.16% | Q2 2017 | Q3 2018 | 6 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q3 2018 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.16% | 0.18% | 0.22% | Q2 2022 | Q3 2023 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Meadow Creek Investment Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2018 | 6 |
Shulman DeMeo Asset Management LLC | 6 | 6 | 0.13% | 0.17% | 0.22% | Q3 2019 | Q4 2020 | 6 |
Sargent Bickham Lagudis LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q3 2021 | Q4 2022 | 6 |
FIRST MANHATTAN CO. LLC. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q4 2022 | 6 |
NWQ INVESTMENT MANAGEMENT COMPANY, LLC | 6 | 6 | 0.30% | 0.34% | 0.40% | Q2 2019 | Q3 2020 | 6 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2018 | 6 |
B. Riley Wealth Advisors, Inc. | 2 | 1 | 0.01% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 6 |
Henry James International Management Inc. | 6 | 6 | 0.35% | 0.37% | 0.40% | Q2 2022 | Q3 2023 | 6 |
First Command Bank | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q2 2018 | 5 |
Marshall Wace North America L.P. | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2018 | Q2 2021 | 5 |
NewEdge Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2023 | 5 |
HBK INVESTMENTS L P | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 5 |
tru Independence LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2020 | 5 |
TIEDEMANN ADVISORS, LLC | 5 | 5 | 0.06% | 0.29% | 0.48% | Q3 2017 | Q3 2018 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Capital Analysts, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2021 | 5 |
EVOKE WEALTH, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q2 2022 | 5 |
MONEY CONCEPTS CAPITAL CORP | 5 | 5 | 0.00% | 0.03% | 0.06% | Q1 2022 | Q1 2023 | 5 |
Joel Isaacson & Co., LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Banco de Sabadell, S.A | 3 | 2 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q4 2019 | 5 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4 | 1 | 0.02% | 0.08% | 0.10% | Q2 2018 | Q3 2023 | 5 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2022 | 5 |
SNOW CAPITAL MANAGEMENT LP | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q3 2018 | 5 |
West Family Investments, Inc. | 5 | 5 | 0.11% | 0.13% | 0.16% | Q2 2021 | Q2 2022 | 5 |
Paloma Partners Management Co | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2022 | 5 |
Principal Street Partners, LLC | 3 | 2 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 5 |
BROWN ADVISORY INC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2023 | 5 |
Platform Technology Partners | 4 | 1 | 0.09% | 0.13% | 0.18% | Q1 2020 | Q2 2021 | 5 |
Clear Perspective Advisors, LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q2 2017 | Q2 2018 | 5 |
Hennion & Walsh Asset Management, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
First Command Financial Services, Inc. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q2 2018 | 5 |
Quantamental Technologies LLC | 2 | 1 | 0.05% | 0.22% | 0.42% | Q4 2018 | Q2 2023 | 5 |
Wealthstar Advisors, LLC | 5 | 5 | 0.16% | 0.23% | 0.33% | Q1 2022 | Q1 2023 | 5 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q4 2022 | 5 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2020 | 5 |
Squar Milner Financial Services LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q2 2019 | 5 |
Atlas Private Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2021 | 5 |
BBR PARTNERS, LLC | 4 | 1 | 0.02% | 0.02% | 0.02% | Q2 2020 | Q3 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.03% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
HighPoint Advisor Group LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q2 2022 | 5 |
REAVES W H & CO INC | 4 | 1 | 0.54% | 0.76% | 1.09% | Q2 2017 | Q3 2018 | 5 |
Nuveen Fund Advisors, LLC | 5 | 5 | 0.13% | 0.18% | 0.26% | Q2 2017 | Q2 2018 | 5 |
SELDON CAPITAL LP | 5 | 5 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q4 2022 | 5 |
UBS ASSET MANAGEMENT AMERICAS INC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Thomasville National Bank | 5 | 5 | 0.04% | 0.16% | 0.23% | Q2 2017 | Q2 2018 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.11% | 0.15% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Corient Capital Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2022 | 5 |
Norway Savings Bank | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2020 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.07% | 0.08% | 0.10% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
Core Alternative Capital | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
First County Bank /CT/ | 4 | 4 | 0.82% | 1.01% | 1.17% | Q4 2022 | Q3 2023 | 4 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Realta Investment Advisors | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 4 |
IronBridge Private Wealth, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
BOSTON ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
BNP PARIBAS FINANCIAL MARKETS | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Center For Asset Management LLC | 4 | 4 | 0.45% | 0.51% | 0.61% | Q2 2022 | Q1 2023 | 4 |
Liberty Mutual Group Asset Management Inc. | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q2 2018 | 4 |
TUDOR INVESTMENT CORP ET AL | 3 | 1 | 0.01% | 0.06% | 0.15% | Q2 2022 | Q3 2023 | 4 |
Candriam S.C.A. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Martin Capital Partners, LLC | 4 | 4 | 1.79% | 2.08% | 2.22% | Q4 2017 | Q3 2018 | 4 |
PATHSTONE FAMILY OFFICE, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q4 2022 | 4 |
Assenagon Asset Management S.A. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2021 | 4 |
Versant Capital Management, Inc | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
RMR Wealth Builders | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2021 | 4 |
Farmers & Merchants Trust Co of Chambersburg PA | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Aquatic Capital Management LLC | 2 | 2 | 0.00% | 0.03% | 0.07% | Q2 2022 | Q3 2023 | 4 |
LINCOLN NATIONAL CORP | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 4 |
Congress Park Capital LLC | 2 | 1 | 0.26% | 0.28% | 0.31% | Q4 2017 | Q3 2021 | 4 |
MARINO, STRAM & ASSOCIATES LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Parallax Volatility Advisers, L.P. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2022 | 4 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
Quantum Private Wealth, LLC | 4 | 4 | 0.19% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Bedel Financial Consulting, Inc. | 4 | 4 | 0.18% | 0.22% | 0.27% | Q4 2017 | Q3 2018 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Schubert & Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Grace Capital | 4 | 4 | 0.11% | 0.26% | 0.55% | Q2 2017 | Q1 2018 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2021 | 4 |
Risk Paradigm Group, LLC | 4 | 4 | 0.23% | 0.25% | 0.28% | Q2 2017 | Q1 2018 | 4 |
Stonebridge Financial Planning Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
First PREMIER Bank | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q1 2019 | 4 |
RPG Investment Advisory, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2021 | 4 |
Epstein & White Financial LLC | 4 | 4 | 0.15% | 0.27% | 0.33% | Q4 2017 | Q3 2018 | 4 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2018 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
THORNBURG INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.11% | 0.17% | Q2 2017 | Q1 2018 | 4 |
LITTLE HOUSE CAPITAL LLC | 4 | 4 | 0.21% | 0.49% | 0.73% | Q1 2020 | Q4 2020 | 4 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.23% | 0.25% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Capital Research Global Investors | 4 | 4 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2020 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.13% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 4 | 4 | 0.00% | 0.02% | 0.02% | Q1 2017 | Q4 2017 | 4 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q1 2019 | 4 |
MERITAGE PORTFOLIO MANAGEMENT | 4 | 4 | 0.33% | 0.44% | 0.61% | Q4 2019 | Q3 2020 | 4 |
Arkadios Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 4 |
DC Investments Management, LLC | 4 | 4 | 0.14% | 0.18% | 0.22% | Q2 2019 | Q1 2020 | 4 |
ARGENT TRUST Co | 4 | 4 | 0.14% | 0.15% | 0.16% | Q2 2017 | Q1 2018 | 4 |
Surevest, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
NOMURA HOLDINGS INC | 1 | 1 | 0.02% | 0.09% | 0.20% | Q3 2020 | Q1 2023 | 4 |
Quantinno Capital Management LP | 4 | 4 | 0.04% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
BALDWIN BROTHERS LLC/MA | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q2 2020 | 4 |
Crewe Advisors LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 4 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q2 2022 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2018 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
PRENTISS SMITH & CO INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2019 | 4 |
SIGNET FINANCIAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
MACKENZIE FINANCIAL CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 4 |
STEVENS CAPITAL MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q2 2019 | 4 |
MCF Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Capital Advisors, Ltd. LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q1 2018 | 4 |
Capital International, Inc./CA/ | 4 | 4 | 0.08% | 0.09% | 0.09% | Q3 2017 | Q2 2018 | 4 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2020 | 4 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.06% | 0.20% | 0.46% | Q1 2019 | Q4 2022 | 4 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 4 |
Rodgers Brothers Inc. | 4 | 4 | 0.18% | 0.20% | 0.22% | Q1 2021 | Q4 2021 | 4 |
ELLINGTON MANAGEMENT GROUP LLC | 2 | 1 | 0.03% | 0.11% | 0.21% | Q4 2017 | Q2 2019 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
ALBION FINANCIAL GROUP /UT | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2021 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Skandinaviska Enskilda Banken AB (publ) | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2018 | Q4 2019 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Virtus ETF Advisers LLC | 3 | 3 | 0.11% | 0.14% | 0.18% | Q1 2023 | Q3 2023 | 3 |
PARSONS CAPITAL MANAGEMENT INC/RI | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 3 |
Centerpoint Advisors, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q1 2022 | 3 |
Lake Point Wealth Management | 3 | 3 | 0.00% | 0.05% | 0.16% | Q4 2018 | Q2 2019 | 3 |
Qtron Investments LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q2 2023 | 3 |
Dynamic Advisor Solutions LLC | 3 | 3 | 0.05% | 0.08% | 0.12% | Q2 2021 | Q4 2021 | 3 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q1 2023 | 3 |
Vontobel Holding Ltd. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Covalis Capital LLP | 1 | 1 | 3.22% | 10.54% | 21.95% | Q1 2019 | Q3 2020 | 3 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q2 2022 | 3 |
Blueshift Asset Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q3 2021 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WEDBUSH SECURITIES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 3 | 3 | 0.12% | 0.12% | 0.14% | Q4 2022 | Q2 2023 | 3 |
Steward Financial Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 3 |
Clarius Group, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Holloway Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 3 | 3 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q4 2017 | 3 |
SALEM INVESTMENT COUNSELORS INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Westside Investment Management, Inc. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Altium Wealth Management LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2020 | Q3 2020 | 3 |
RHUMBLINE ADVISERS | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 3 |
Winfield Associates, Inc. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2017 | Q1 2019 | 3 |
O'Dell Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
StoneX Group Inc. | 2 | 1 | 0.05% | 0.19% | 0.42% | Q2 2017 | Q2 2021 | 3 |
Beverly Hills Private Wealth, LLC | 3 | 3 | 0.17% | 0.19% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Stonebridge Capital Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
HARVEY CAPITAL MANAGEMENT INC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q2 2017 | Q4 2017 | 3 |
Integrated Wealth Concepts LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 3 |
WESBANCO BANK INC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q2 2020 | 3 |
F3Logic, LLC | 3 | 3 | 0.13% | 0.14% | 0.15% | Q2 2022 | Q4 2022 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
VisionPoint Advisory Group, LLC | 2 | 1 | 0.08% | 0.11% | 0.18% | Q4 2018 | Q4 2019 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Prentice Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
Ameritas Investment Company, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 3 |
Eagle Bay Advisors LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q2 2021 | Q4 2021 | 3 |
Bellwether Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q1 2022 | 3 |
MGO ONE SEVEN LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.11% | 0.33% | Q3 2020 | Q3 2023 | 3 |
Cordasco Financial Network | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Semmax Financial Advisors Inc. | 3 | 3 | 0.00% | 0.11% | 0.18% | Q4 2018 | Q2 2019 | 3 |
Belpointe Asset Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q1 2023 | 3 |
Dorsey Wright & Associates | 2 | 1 | 0.56% | 0.83% | 1.08% | Q1 2020 | Q2 2022 | 3 |
PIERSHALE FINANCIAL GROUP, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
WESPAC Advisors SoCal, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q2 2017 | Q4 2017 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
LGT Financial Advisors LLC | 3 | 3 | 0.00% | 0.52% | 0.90% | Q1 2023 | Q3 2023 | 3 |
Avion Wealth | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
BlueCrest Capital Management Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 3 |
D.A. DAVIDSON & CO. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q4 2017 | 3 |
Canton Hathaway, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q4 2021 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Lenox Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 3 |
SAGE RHINO CAPITAL LLC | 2 | 1 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q1 2023 | 3 |
Capital Directions Investment Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Financial Advocates Investment Management | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
DAVIS R M INC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 3 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 3 | 3 | 0.12% | 0.14% | 0.14% | Q2 2017 | Q4 2017 | 3 |
MITCHELL SINKLER & STARR/PA | 3 | 3 | 0.27% | 0.34% | 0.42% | Q3 2017 | Q1 2018 | 3 |
CPWM, LLC | 3 | 3 | 0.21% | 0.23% | 0.25% | Q1 2018 | Q3 2018 | 3 |
TRILLIUM ASSET MANAGEMENT, LLC | 3 | 3 | 0.13% | 0.16% | 0.18% | Q2 2017 | Q4 2017 | 3 |
Members Advisory Group LLC | 3 | 3 | 0.17% | 0.17% | 0.18% | Q4 2021 | Q2 2022 | 3 |
ST GERMAIN D J CO INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 3 | 3 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q4 2019 | 3 |
Franklin, Parlapiano, Turner & Welch, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Personal Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Golden State Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2019 | 3 |
OLD NATIONAL BANCORP /IN/ | 3 | 3 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q4 2017 | 3 |
CYPRESS ASSET MANAGEMENT INC/TX | 3 | 3 | 0.07% | 0.12% | 0.16% | Q2 2017 | Q4 2017 | 3 |
WEBSTER BANK, N. A. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Zions Bancorporation | 3 | 3 | 0.01% | 0.13% | 0.22% | Q2 2017 | Q4 2017 | 3 |
Barden Capital Management, Inc. | 3 | 3 | 0.71% | 0.80% | 0.88% | Q1 2023 | Q3 2023 | 3 |
Marcum Wealth, LLC | 2 | 1 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2023 | 3 |
Krilogy Financial LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q1 2018 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q4 2018 | 3 |
Signature Wealth Management Group | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
LEVEL FOUR ADVISORY SERVICES, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Lido Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Engineers Gate Manager LP | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2022 | 2 |
HighVista Strategies LLC | 1 | 1 | 0.39% | 0.42% | 0.45% | Q2 2017 | Q4 2017 | 2 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 2 |
LEO BROKERAGE, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q1 2023 | Q2 2023 | 2 |
Commonwealth Equity Services, Inc | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
IBEX WEALTH ADVISORS | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q3 2017 | 2 |
Golden State Equity Partners | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
HWG Holdings LP | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2022 | 2 |
M Holdings Securities, Inc. | 2 | 2 | 0.11% | 0.13% | 0.14% | Q4 2017 | Q1 2018 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.64% | 0.66% | 0.67% | Q4 2018 | Q2 2020 | 2 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 2 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 1 | 1 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q2 2021 | 2 |
Heritage Wealth Advisors | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Crestwood Advisors Group, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q1 2018 | 2 |
MASSMUTUAL TRUST CO FSB/ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
WealthStone, Inc. | 1 | 1 | 0.00% | 0.08% | 0.17% | Q2 2019 | Q2 2020 | 2 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.16% | 0.23% | 0.31% | Q2 2017 | Q3 2020 | 2 |
WEST PACES ADVISORS INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
HRT FINANCIAL LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 2 |
Morton Brown Family Wealth, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Banque Cantonale Vaudoise | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SIT INVESTMENT ASSOCIATES INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
WELD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.10% | 0.20% | 0.31% | Q4 2018 | Q1 2019 | 2 |
Texas Yale Capital Corp. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q1 2022 | 2 |
EAGLE GLOBAL ADVISORS LLC | 2 | 2 | 0.06% | 0.06% | 0.07% | Q2 2017 | Q3 2017 | 2 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Carroll Investors, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
People's United Financial, Inc. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2018 | 2 |
PINNACLE FINANCIAL PARTNERS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 2 |
Whitnell & Co. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INSIGNEO ADVISORY SERVICES, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
ShoreHaven Wealth Partners, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Lourd Capital, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Sheaff Brock Investment Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q3 2017 | 2 |
BBVA USA Bancshares, Inc. | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
Rikoon Group, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2017 | Q3 2017 | 2 |
Hoese & Co LLP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Barnett & Company, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Mutual Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
CLOUGH CAPITAL PARTNERS L P | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2017 | Q3 2017 | 2 |
Laurel Grove Capital, LLC | 2 | 2 | 0.22% | 0.29% | 0.36% | Q3 2017 | Q4 2017 | 2 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2023 | 2 |
Legacy Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
GQG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2022 | 2 |
Cape Investment Advisory, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
MONETA GROUP INVESTMENT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
Wealthstreet Investment Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q1 2021 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q4 2017 | Q1 2018 | 2 |
Strategic Blueprint, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2021 | 2 |
Horan Securities, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
KLINGENSTEIN FIELDS & CO LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2019 | 2 |
BANCORPSOUTH INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q3 2017 | 2 |
SFMG, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
WealthShield Partners, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2017 | Q3 2017 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 2 |
JB Capital LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2021 | Q4 2021 | 2 |
Ballew Advisors, Inc | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q2 2018 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
TEACHERS ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q1 2022 | Q4 2022 | 2 |
Ergoteles LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 2 |
CNB Bank | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2020 | 2 |
Advisors Preferred, LLC | 2 | 2 | 0.04% | 0.05% | 0.07% | Q3 2017 | Q4 2017 | 2 |
EXCHANGE TRADED CONCEPTS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q4 2023 | 2 |
BB&T INVESTMENT SERVICES, INC. | 1 | 1 | 0.14% | 0.15% | 0.15% | Q2 2017 | Q4 2017 | 2 |
D'Orazio & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2018 | 2 |
WRIGHT INVESTORS SERVICE INC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q2 2017 | Q3 2017 | 2 |
Lee Financial Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
FRANKLIN STREET ADVISORS INC /NC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Capital Asset Advisory Services LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.05% | 0.07% | 0.10% | Q2 2018 | Q3 2022 | 2 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2021 | 2 |
AIGEN INVESTMENT MANAGEMENT, LP | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q3 2022 | 2 |
Itau Unibanco Holding S.A. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
JUMP TRADING, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q2 2020 | 2 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 2 | 2 | 0.34% | 0.34% | 0.34% | Q2 2019 | Q3 2019 | 2 |
Camarda Financial Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q3 2017 | 2 |
FRONTIER INVESTMENT MGMT CO | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Solitude Financial Services | 2 | 2 | 0.35% | 0.38% | 0.41% | Q4 2020 | Q1 2021 | 2 |
Resurgent Financial Advisors LLC | 2 | 2 | 0.01% | 0.05% | 0.09% | Q4 2022 | Q1 2023 | 2 |
ORG Partners LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Penserra Capital Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
Archer Investment Corp | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Cornerstone Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2021 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2021 | 2 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 2 | 2 | 0.08% | 0.09% | 0.10% | Q4 2019 | Q1 2020 | 2 |
CULLEN/FROST BANKERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
RAY GERALD L & ASSOCIATES LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
Beaird Harris Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Eaton Financial Holdings Company, LLC | 1 | 1 | 1.51% | 1.51% | 1.51% | Q3 2023 | Q3 2023 | 1 |
Hayden Royal, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2018 | Q4 2018 | 1 |
Phillips Wealth Planners LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2023 | Q2 2023 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Principle Wealth Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2017 | Q4 2017 | 1 |
SIMON QUICK ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
BDO Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NorthRock Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2019 | Q4 2019 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Delphi Private Advisors LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ORRSTOWN FINANCIAL SERVICES INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q1 2019 | 1 |
Jump Trading, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2019 | Q1 2019 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2020 | Q4 2020 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Well Done, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Sante Capital Fund, LP | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2022 | Q1 2022 | 1 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2017 | Q2 2017 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Providence Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Lipe & Dalton | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2017 | Q2 2017 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Live Your Vision, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Founders Financial Alliance, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
NewEdge Wealth, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
BOURGEON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CENTRAL BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2021 | Q3 2021 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Clean Yield Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Burt Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
WASHINGTON TRUST BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
HAZLETT, BURT & WATSON, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
Merrion Investment Management Co, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Aristotle Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WFG Advisors, LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2017 | Q2 2017 | 1 |
USA FINANCIAL FORMULAS | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SouthState Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Vident Investment Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
ALTFEST L J & CO INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Ruggie Capital Group | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
DUBUQUE BANK & TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Boston Common Asset Management, LLC | 1 | 1 | 0.61% | 0.61% | 0.61% | Q1 2017 | Q1 2017 | 1 |
Ford Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
EP Wealth Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
CLEAR STREET MARKETS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q1 2023 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Riverview Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Plante Moran Financial Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
THRIVENT FINANCIAL FOR LUTHERANS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Bremer Bank National Association | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2019 | Q1 2019 | 1 |
J.W. COLE ADVISORS, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q3 2020 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Darwin Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Colonial River Wealth Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2023 | Q2 2023 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
TSFG, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CVA Family Office, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IBERIABANK CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
Yorktown Management & Research Co Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q3 2017 | 1 |
Virtue Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Suncoast Equity Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q2 2017 | 1 |
Claro Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
TWO SIGMA SECURITIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
TOMPKINS FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Center for Financial Planning, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Strengthening Families & Communities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
JONES FINANCIAL COMPANIES LLLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q1 2022 | Q1 2022 | 1 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Integrated Investment Consultants, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Slagle Financial, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Manchester Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Game Creek Capital, LP | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2017 | Q4 2017 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Quantitative Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Pallas Capital Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
PFG Private Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Syverson Strege & Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
ExodusPoint Capital Management, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2019 | Q3 2019 | 1 |
Harfst & Associates, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
GeoWealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2017 | Q2 2017 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Rossmore Private Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
FIRST NATIONAL CORP /MA/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TCWP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Icon Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Kore Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
RITHOLTZ WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Bridgeworth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2018 | Q2 2018 | 1 |
MV CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Pacific Center for Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Global Trust Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Claybrook Capital, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GODSEY & GIBB, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Silicon Valley Capital Partners | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Virtu KCG Holdings LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2017 | Q2 2017 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
COLONY GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
CAPSTONE ASSET MANAGEMENT CO | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2017 | Q2 2017 | 1 |
Prime Capital Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Integre Asset Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
American Financial Network Advisory Services LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
ACG Wealth | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Independence Bank of Kentucky | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
INTEGRAL DERIVATIVES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Grantham, Mayo, Van Otterloo & Co. LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Venturi Wealth Management, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q2 2017 | Q2 2017 | 1 |
Point72 Asset Management, L.P. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Forester Capital Management, LTD | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2017 | Q2 2017 | 1 |
Vantage Consulting Group Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Evolution Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Roble, Belko & Company, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2017 | Q2 2017 | 1 |
External links
This page lists all the filers that currently own NATIONAL GRID PLC or have owned NATIONAL GRID PLC in the past.