Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q4 2023 | 32 |
Sutton Wealth Advisors Inc. | 29 | 29 | 0.01% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 29 |
Citadel Advisors | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 21 |
WOLVERINE TRADING, LLC | 7 | 7 | 0.00% | 0.03% | 0.15% | Q1 2022 | Q3 2023 | 21 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 7 | 7 | 0.00% | 0.02% | 0.05% | Q1 2022 | Q3 2023 | 21 |
Parallax Volatility Advisers, L.P. | 7 | 7 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q3 2023 | 20 |
Cutler Group LLC / CA | 7 | 7 | 0.00% | 0.01% | 0.13% | Q1 2022 | Q3 2023 | 20 |
Cubist Systematic Strategies, LLC | 7 | 7 | 0.00% | 0.03% | 0.08% | Q1 2022 | Q3 2023 | 16 |
D. E. Shaw & Co., Inc. | 5 | 1 | 0.00% | 0.02% | 0.13% | Q1 2022 | Q3 2023 | 15 |
HAP Trading, LLC | 4 | 2 | 0.00% | 0.03% | 0.21% | Q1 2022 | Q3 2023 | 15 |
HighTower Advisors, LLC | 7 | 7 | 0.00% | 0.02% | 0.06% | Q1 2022 | Q3 2023 | 14 |
UBS Group AG | 7 | 7 | 0.00% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 14 |
Walleye Trading LLC | 7 | 7 | 0.02% | 0.05% | 0.11% | Q1 2022 | Q3 2023 | 14 |
SAL Trading, LLC | 7 | 7 | 0.14% | 2.63% | 5.08% | Q1 2022 | Q3 2023 | 14 |
PEAK6 Investments LLC | 7 | 7 | 0.00% | 0.03% | 0.12% | Q1 2022 | Q3 2023 | 14 |
BlackRock Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 13 |
CITIGROUP INC | 7 | 7 | 0.00% | 0.02% | 0.09% | Q1 2022 | Q3 2023 | 12 |
ROYAL BANK OF CANADA | 7 | 7 | 0.00% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 12 |
Halpern Financial, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
MILLENNIUM MANAGEMENT LLC | 7 | 7 | 0.00% | 0.06% | 0.13% | Q1 2022 | Q3 2023 | 12 |
TWO SIGMA SECURITIES, LLC | 5 | 5 | 0.00% | 0.03% | 0.11% | Q3 2022 | Q3 2023 | 12 |
Hiddenite Capital Partners LP | 7 | 7 | 2.95% | 4.57% | 9.81% | Q1 2022 | Q3 2023 | 12 |
Kovack Advisors, Inc. | 7 | 7 | 0.00% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 11 |
Squarepoint Ops LLC | 5 | 5 | 0.00% | 0.03% | 0.07% | Q3 2022 | Q3 2023 | 11 |
BARCLAYS PLC | 7 | 7 | 0.00% | 0.00% | 0.02% | Q1 2022 | Q3 2023 | 11 |
Leucadia National | 4 | 4 | 0.01% | 0.03% | 0.07% | Q4 2022 | Q3 2023 | 10 |
CLEAR STREET MARKETS LLC | 4 | 2 | 0.00% | 0.05% | 0.13% | Q1 2022 | Q3 2023 | 10 |
Invesco Ltd. | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 10 |
GOLDMAN SACHS GROUP INC | 7 | 7 | 0.00% | 0.05% | 0.10% | Q1 2022 | Q3 2023 | 10 |
CAPITAL FUND MANAGEMENT S.A. | 4 | 1 | 0.01% | 0.07% | 0.24% | Q1 2022 | Q3 2023 | 10 |
JANE STREET GROUP, LLC | 7 | 7 | 0.00% | 0.02% | 0.08% | Q1 2022 | Q3 2023 | 9 |
Verition Fund Management LLC | 7 | 7 | 0.03% | 0.28% | 0.45% | Q1 2022 | Q3 2023 | 9 |
WELLS FARGO & COMPANY/MN | 7 | 7 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 9 |
Integrated Advisors Network LLC | 7 | 7 | 0.01% | 0.11% | 0.32% | Q1 2022 | Q3 2023 | 9 |
Point72 Asset Management, L.P. | 7 | 7 | 0.00% | 0.20% | 0.59% | Q1 2022 | Q3 2023 | 9 |
PARADIGM ASSET MANAGEMENT CO LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Cetera Investment Advisers | 7 | 7 | 0.00% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 8 |
ALBERT D MASON INC | 8 | 8 | 0.29% | 0.35% | 0.39% | Q1 2022 | Q4 2023 | 8 |
Bartlett & Co. LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
Richard P Slaughter Associates Inc | 8 | 8 | 0.85% | 1.04% | 1.23% | Q1 2022 | Q4 2023 | 8 |
Diversified Trust Co | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
Hoese & Co LLP | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
QUEST INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.07% | 0.13% | 0.18% | Q4 2021 | Q3 2023 | 8 |
Pacifica Partners Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2023 | 8 |
M&R CAPITAL MANAGEMENT INC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.12% | 0.16% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Standard Investments LLC | 7 | 7 | 2.07% | 9.28% | 18.99% | Q1 2022 | Q3 2023 | 8 |
WOODSTOCK CORP | 8 | 8 | 0.70% | 0.89% | 1.05% | Q1 2022 | Q4 2023 | 8 |
BEACH INVESTMENT COUNSEL INC/PA | 8 | 8 | 0.73% | 1.25% | 1.63% | Q1 2022 | Q4 2023 | 8 |
PARK NATIONAL CORP /OH/ | 8 | 8 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q4 2023 | 8 |
Capital Investment Advisors, LLC | 8 | 8 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 8 |
Caption Management, LLC | 6 | 6 | 0.01% | 0.15% | 0.33% | Q2 2022 | Q3 2023 | 8 |
Kozak & Associates, Inc. | 8 | 8 | 0.26% | 0.32% | 0.38% | Q4 2021 | Q3 2023 | 8 |
CSS LLC/IL | 7 | 7 | 0.04% | 0.09% | 0.17% | Q1 2022 | Q3 2023 | 8 |
NEVILLE RODIE & SHAW INC | 8 | 8 | 0.51% | 0.64% | 0.74% | Q1 2022 | Q4 2023 | 8 |
Red Spruce Capital, LLC | 8 | 8 | 0.60% | 0.67% | 0.73% | Q1 2022 | Q4 2023 | 8 |
Perigon Wealth Management, LLC | 7 | 1 | 0.06% | 0.08% | 0.10% | Q3 2011 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.07% | 0.19% | 0.28% | Q4 2021 | Q3 2023 | 8 |
EVERMAY WEALTH MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Stonebridge Capital Advisors LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Nan Shan Life Insurance Co., Ltd. | 7 | 7 | 0.54% | 0.75% | 0.98% | Q1 2022 | Q3 2023 | 7 |
CHICAGO TRUST Co NA | 7 | 7 | 0.63% | 0.71% | 0.77% | Q1 2022 | Q3 2023 | 7 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 7 | 7 | 0.35% | 0.44% | 0.53% | Q1 2022 | Q3 2023 | 7 |
Stephens Consulting, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MONETA GROUP INVESTMENT ADVISORS LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
TOMPKINS FINANCIAL CORP | 7 | 7 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q4 2023 | 7 |
MONTAG A & ASSOCIATES INC | 7 | 7 | 0.03% | 0.05% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Willis Johnson & Associates, Inc. | 6 | 6 | 0.01% | 1.09% | 1.31% | Q2 2022 | Q3 2023 | 7 |
COZAD ASSET MANAGEMENT INC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
SAGE RHINO CAPITAL LLC | 7 | 7 | 0.20% | 0.23% | 0.25% | Q1 2022 | Q3 2023 | 7 |
Nuveen Asset Management, LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
CIBC WORLD MARKET INC. | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
SteelPeak Wealth, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
PROFUND ADVISORS LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
CARRET ASSET MANAGEMENT, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
AMERICAN FINANCIAL GROUP INC | 7 | 7 | 0.24% | 0.27% | 0.32% | Q1 2022 | Q3 2023 | 7 |
Diligent Investors, LLC | 7 | 7 | 0.17% | 0.20% | 0.25% | Q1 2022 | Q3 2023 | 7 |
CHATHAM CAPITAL GROUP, INC. | 7 | 7 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
NTV ASSET MANAGEMENT LLC | 7 | 7 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
HAMEL ASSOCIATES, INC. | 7 | 7 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Private Ocean, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FIRST NATIONAL BANK OF OMAHA | 7 | 7 | 0.05% | 0.10% | 0.20% | Q1 2022 | Q3 2023 | 7 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 7 | 7 | 1.47% | 1.53% | 1.70% | Q1 2022 | Q3 2023 | 7 |
Apeiron RIA LLC | 7 | 7 | 0.10% | 0.20% | 0.75% | Q1 2022 | Q3 2023 | 7 |
GRACE & WHITE INC /NY | 7 | 7 | 0.26% | 0.27% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Harbour Capital Advisors, LLC | 7 | 7 | 0.10% | 0.12% | 0.16% | Q2 2022 | Q4 2023 | 7 |
ASSETMARK, INC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
TD Waterhouse Canada Inc. | 7 | 7 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 7 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 7 | 7 | 0.13% | 0.19% | 0.25% | Q1 2022 | Q3 2023 | 7 |
EVOKE WEALTH, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Tidal Investments LLC | 7 | 7 | 0.18% | 0.21% | 0.25% | Q1 2022 | Q3 2023 | 7 |
AMERICAN CENTURY COMPANIES INC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
FIRST MANHATTAN CO. LLC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
StrategIQ Financial Group, LLC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
OLD NATIONAL BANCORP /IN/ | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
KANAWHA CAPITAL MANAGEMENT LLC | 7 | 7 | 0.25% | 0.26% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Vise Technologies, Inc. | 7 | 7 | 0.15% | 0.26% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Snowden Capital Advisors LLC | 7 | 7 | 0.03% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Prudent Man Advisors, LLC | 7 | 7 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
MCF Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ipswich Investment Management Co., Inc. | 7 | 7 | 0.30% | 0.35% | 0.40% | Q1 2022 | Q3 2023 | 7 |
BRADLEY FOSTER & SARGENT INC/CT | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SouthState Corp | 7 | 7 | 0.00% | 0.30% | 0.48% | Q1 2022 | Q3 2023 | 7 |
LORD, ABBETT & CO. LLC | 7 | 7 | 0.63% | 0.73% | 0.83% | Q1 2022 | Q3 2023 | 7 |
Baystate Wealth Management LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
US BANCORP \DE\ | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Wellington Shields & Co., LLC | 7 | 7 | 0.03% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
TruWealth Advisors, LLC | 7 | 7 | 2.39% | 2.51% | 2.77% | Q1 2022 | Q3 2023 | 7 |
ROMAN BUTLER FULLERTON & CO | 7 | 7 | 0.11% | 0.13% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Piscataqua Savings Bank | 7 | 7 | 0.00% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
HARRELL INVESTMENT PARTNERS, LLC | 7 | 7 | 0.17% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Moors & Cabot, Inc. | 7 | 7 | 0.14% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
West Oak Capital, LLC | 7 | 7 | 0.19% | 0.21% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Asset Advisors Investment Management, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
McIlrath & Eck, LLC | 7 | 7 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
BEDDOW CAPITAL MANAGEMENT INC | 7 | 7 | 1.76% | 1.88% | 1.97% | Q1 2022 | Q3 2023 | 7 |
HEADINVEST, LLC | 7 | 7 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Principal Street Partners, LLC | 7 | 7 | 0.07% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Drexel Morgan & Co. | 7 | 7 | 0.44% | 0.55% | 0.68% | Q1 2022 | Q3 2023 | 7 |
Ironsides Asset Advisors, LLC | 7 | 7 | 0.19% | 0.26% | 0.32% | Q1 2022 | Q3 2023 | 7 |
WESTWOOD HOLDINGS GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ENVESTNET ASSET MANAGEMENT INC | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
FIRST NATIONAL TRUST CO | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
MORGAN STANLEY | 7 | 7 | 0.04% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
VALLEY NATIONAL ADVISERS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ausdal Financial Partners, Inc. | 7 | 7 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
LOWE BROCKENBROUGH & CO INC | 7 | 7 | 0.11% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Bollard Group LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
MML INVESTORS SERVICES, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
WEALTHSOURCE PARTNERS, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Shulman DeMeo Asset Management LLC | 7 | 7 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
LMCG INVESTMENTS, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Zions Bancorporation, N.A. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Bogart Wealth, LLC | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
KARPAS STRATEGIES, LLC | 7 | 7 | 0.15% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Avior Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Energy Income Partners, LLC | 7 | 7 | 0.35% | 0.82% | 1.21% | Q1 2022 | Q3 2023 | 7 |
MARIETTA INVESTMENT PARTNERS LLC | 7 | 7 | 0.20% | 0.25% | 0.29% | Q1 2022 | Q3 2023 | 7 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SOL Capital Management CO | 7 | 7 | 0.19% | 0.21% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisor Networks LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 7 | 7 | 0.25% | 0.47% | 0.74% | Q1 2022 | Q3 2023 | 7 |
PUZO MICHAEL J | 7 | 7 | 0.26% | 0.28% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Cohen Klingenstein LLC | 7 | 7 | 0.49% | 0.54% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Capital Investment Advisory Services, LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
GAGNON SECURITIES LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Atlas Brown,Inc. | 7 | 7 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Sequoia Financial Advisors, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
LEE DANNER & BASS INC | 7 | 7 | 0.09% | 0.11% | 0.19% | Q1 2022 | Q3 2023 | 7 |
BAXTER BROS INC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
KLINGENSTEIN FIELDS & CO LP | 7 | 7 | 0.29% | 0.37% | 0.73% | Q1 2022 | Q3 2023 | 7 |
Mill Capital Management, LLC | 7 | 7 | 0.21% | 0.23% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Lee Financial Co | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Nelson Capital Management, LLC | 7 | 7 | 0.53% | 1.27% | 1.55% | Q1 2022 | Q3 2023 | 7 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Prospera Financial Services Inc | 7 | 7 | 0.17% | 0.24% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Busey Bank | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Stonegate Investment Group, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
JANUS HENDERSON GROUP PLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
FinTrust Capital Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
ALLIANCEBERNSTEIN L.P. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Alpha Omega Wealth Management LLC | 7 | 7 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Prestige Wealth Management Group LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Saturna Capital CORP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CAPITAL ADVISORS INC/OK | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
LAZARD ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.07% | Q1 2022 | Q3 2023 | 7 |
BANK HAPOALIM BM | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
EXCALIBUR MANAGEMENT CORP | 7 | 7 | 0.54% | 0.60% | 0.70% | Q1 2022 | Q3 2023 | 7 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 7 | 7 | 0.20% | 0.23% | 0.26% | Q1 2022 | Q3 2023 | 7 |
FineMark National Bank & Trust | 7 | 7 | 0.38% | 0.46% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Estabrook Capital Management | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
WESBANCO BANK INC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Tradition Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Clearstead Advisors, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
W ADVISORS, LLC | 7 | 7 | 0.41% | 0.46% | 0.52% | Q1 2022 | Q3 2023 | 7 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Vanguard Personalized Indexing Management, LLC | 7 | 7 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Brandywine Global Investment Management, LLC | 7 | 7 | 0.28% | 0.43% | 0.52% | Q1 2022 | Q3 2023 | 7 |
Successful Portfolios LLC | 7 | 7 | 0.18% | 0.24% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Cowen Prime Advisors LLC | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 7 |
KCM INVESTMENT ADVISORS LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
RMB Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BLB&B Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 7 | 7 | 0.27% | 0.79% | 1.20% | Q1 2022 | Q3 2023 | 7 |
Atlantic Union Bankshares Corp | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FMR LLC | 7 | 7 | 0.09% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
ETF Store, Inc. | 7 | 7 | 0.34% | 0.45% | 0.57% | Q1 2022 | Q3 2023 | 7 |
Beaton Management Co. Inc. | 7 | 7 | 0.22% | 0.25% | 0.27% | Q1 2022 | Q3 2023 | 7 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 7 | 7 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
CADINHA & CO LLC | 7 | 7 | 0.04% | 0.53% | 3.25% | Q1 2022 | Q3 2023 | 7 |
FIRST WILSHIRE SECURITIES MANAGEMENT INC | 7 | 7 | 0.18% | 0.20% | 0.24% | Q1 2022 | Q3 2023 | 7 |
OPPENHEIMER & CO INC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
MCKINLEY CAPITAL MANAGEMENT LLC | 7 | 7 | 0.09% | 0.14% | 0.20% | Q1 2022 | Q3 2023 | 7 |
MISSION WEALTH MANAGEMENT, LP | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TODD ASSET MANAGEMENT LLC | 7 | 7 | 1.82% | 2.06% | 2.26% | Q1 2022 | Q3 2023 | 7 |
Fortis Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Avestar Capital, LLC | 7 | 7 | 0.04% | 0.10% | 0.30% | Q1 2022 | Q3 2023 | 7 |
COLONY GROUP LLC | 7 | 7 | 0.02% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
CREDIT AGRICOLE S A | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Indie Asset Partners, LLC | 7 | 7 | 0.18% | 0.25% | 0.29% | Q1 2022 | Q3 2023 | 7 |
IEQ CAPITAL, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
PICTET BANK & TRUST Ltd | 7 | 7 | 0.33% | 0.52% | 0.69% | Q1 2022 | Q3 2023 | 7 |
SENTINEL TRUST CO LBA | 7 | 7 | 0.29% | 0.34% | 0.38% | Q1 2022 | Q3 2023 | 7 |
SCOTIA CAPITAL INC. | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Cedar Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
EQUITY INVESTMENT CORP | 7 | 7 | 1.64% | 1.79% | 1.91% | Q1 2022 | Q3 2023 | 7 |
FOREFRONT WEALTH MANAGEMENT INC. | 7 | 7 | 0.58% | 0.78% | 0.96% | Q1 2022 | Q3 2023 | 7 |
SITTNER & NELSON, LLC | 7 | 7 | 0.23% | 0.25% | 0.27% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.89% | 1.04% | 1.14% | Q1 2022 | Q3 2023 | 7 |
Horan Capital Advisors, LLC. | 7 | 7 | 0.82% | 0.96% | 1.02% | Q1 2022 | Q3 2023 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.02% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
First Personal Financial Services | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Key FInancial Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
9258 Wealth Management, LLC | 7 | 7 | 0.12% | 0.14% | 0.15% | Q1 2022 | Q3 2023 | 7 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SEGALL BRYANT & HAMILL, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Forum Financial Management, LP | 7 | 7 | 0.04% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 7 |
TOWNSQUARE CAPITAL LLC | 7 | 7 | 0.14% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
SIT INVESTMENT ASSOCIATES INC | 7 | 7 | 0.03% | 0.18% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Sawyer & Company, Inc | 7 | 7 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
BANK OF HAWAII | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Madison Asset Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Grantham, Mayo, Van Otterloo & Co. LLC | 7 | 7 | 0.00% | 0.02% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Allied Investment Advisors, LLC | 7 | 7 | 2.95% | 3.08% | 3.24% | Q1 2022 | Q3 2023 | 7 |
Gould Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bank of New York Mellon Corp | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
MACQUARIE GROUP LTD | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 7 | 7 | 0.47% | 0.58% | 0.66% | Q1 2022 | Q3 2023 | 7 |
Arete Wealth Advisors, LLC | 7 | 7 | 0.02% | 0.06% | 0.18% | Q1 2022 | Q3 2023 | 7 |
HARDING LOEVNER LP | 7 | 7 | 0.93% | 0.99% | 1.16% | Q1 2022 | Q3 2023 | 7 |
Orion Portfolio Solutions, LLC | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
D.A. DAVIDSON & CO. | 7 | 7 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
LOGAN CAPITAL MANAGEMENT INC | 7 | 7 | 0.74% | 0.83% | 0.93% | Q1 2022 | Q3 2023 | 7 |
Confluence Wealth Services, Inc. | 7 | 7 | 0.06% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Crossmark Global Holdings, Inc. | 7 | 7 | 0.18% | 0.24% | 0.29% | Q1 2022 | Q3 2023 | 7 |
Highlander Capital Management, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
AlphaMark Advisors, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
R.H. Dinel Investment Counsel, Inc. | 7 | 7 | 0.40% | 0.44% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Element Wealth, LLC | 7 | 7 | 0.28% | 0.30% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Foundry Partners, LLC | 7 | 7 | 1.21% | 1.45% | 1.72% | Q1 2022 | Q3 2023 | 7 |
Thomasville National Bank | 7 | 7 | 1.30% | 1.63% | 1.86% | Q1 2022 | Q3 2023 | 7 |
Bragg Financial Advisors, Inc | 7 | 7 | 0.30% | 0.40% | 0.44% | Q1 2022 | Q3 2023 | 7 |
SRS Capital Advisors, Inc. | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Banque Cantonale Vaudoise | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Front Row Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 7 | 7 | 0.13% | 0.21% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Laird Norton Wetherby Wealth Management, LLC | 7 | 7 | 0.14% | 0.17% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Valeo Financial Advisors, LLC | 7 | 7 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Mondrian Investment Partners LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Solstein Capital, LLC | 7 | 7 | 0.78% | 0.94% | 1.08% | Q1 2022 | Q3 2023 | 7 |
Hardman Johnston Global Advisors LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Rehmann Capital Advisory Group | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Mascoma Wealth Management LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Octavia Wealth Advisors, LLC | 7 | 7 | 0.40% | 0.44% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Parallel Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
THRIVENT FINANCIAL FOR LUTHERANS | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Legacy Financial Advisors, Inc. | 7 | 7 | 0.09% | 0.11% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Cohen Capital Management, Inc. | 7 | 7 | 0.26% | 0.30% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Laurel Wealth Advisors LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BAHL & GAYNOR INC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
EVERGREEN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.55% | 0.61% | 0.64% | Q1 2022 | Q3 2023 | 7 |
STEPHENS INC /AR/ | 7 | 7 | 0.03% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Wealth Quarterback LLC | 6 | 1 | 0.13% | 0.19% | 0.23% | Q1 1987 | Q3 2023 | 7 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 7 | 7 | 0.24% | 0.28% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Wealthspire Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FAYEZ SAROFIM & CO | 7 | 7 | 0.05% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
CIBC Private Wealth Group, LLC | 7 | 7 | 0.07% | 0.08% | 0.14% | Q1 2022 | Q3 2023 | 7 |
FIRST FINANCIAL CORP /IN/ | 7 | 7 | 0.01% | 0.03% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Atlas Private Wealth Management, LLC | 7 | 7 | 0.52% | 0.65% | 0.72% | Q1 2022 | Q3 2023 | 7 |
WOODMONT INVESTMENT COUNSEL LLC | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
DMC Group, LLC | 7 | 7 | 0.37% | 0.62% | 0.76% | Q1 2022 | Q3 2023 | 7 |
Laidlaw Wealth Management LLC | 7 | 7 | 0.08% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
INGALLS & SNYDER LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
AdvisorNet Financial, Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
CITY HOLDING CO | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
ROYCE & ASSOCIATES LP | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Avion Wealth | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Connor, Clark & Lunn Investment Management Ltd. | 7 | 7 | 0.00% | 0.03% | 0.17% | Q1 2022 | Q3 2023 | 7 |
DEARBORN PARTNERS LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Addison Advisors LLC | 7 | 7 | 0.06% | 0.07% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Waverton Investment Management Ltd | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
KEMPNER CAPITAL MANAGEMENT INC. | 7 | 7 | 2.53% | 2.95% | 3.34% | Q1 2022 | Q3 2023 | 7 |
HANCOCK WHITNEY CORP | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Employees Retirement System of Texas | 7 | 7 | 0.14% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 7 |
SIGNATUREFD, LLC | 7 | 7 | 0.05% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
HARBOR INVESTMENT ADVISORY, LLC | 7 | 7 | 0.01% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 7 | 7 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
BANK OF AMERICA CORP /DE/ | 7 | 7 | 0.03% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Rathbones Group PLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Boston Partners | 7 | 7 | 0.08% | 0.09% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Rodgers Brothers Inc. | 7 | 7 | 0.14% | 0.17% | 0.19% | Q1 2022 | Q3 2023 | 7 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 7 | 7 | 0.11% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.24% | 0.29% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Caprock Group, LLC | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
WATERS PARKERSON & CO., LLC | 7 | 7 | 0.12% | 0.12% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Meridian Wealth Management, LLC | 7 | 7 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Gilman Hill Asset Management, LLC | 7 | 7 | 0.43% | 0.50% | 0.61% | Q1 2022 | Q3 2023 | 7 |
PARK AVENUE SECURITIES LLC | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Gradient Investments LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Cambridge Investment Research Advisors, Inc. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Manning & Napier Group, LLC | 7 | 7 | 0.09% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Yarbrough Capital, LLC | 7 | 7 | 0.18% | 0.23% | 0.27% | Q1 2022 | Q3 2023 | 7 |
GFG Capital, LLC | 7 | 7 | 0.12% | 0.19% | 0.26% | Q1 2022 | Q3 2023 | 7 |
ROPES WEALTH ADVISORS LLC | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Neuberger Berman Group LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
LEUTHOLD GROUP, LLC | 7 | 7 | 0.70% | 0.91% | 1.03% | Q1 2022 | Q3 2023 | 7 |
JFS WEALTH ADVISORS, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SHUFRO ROSE & CO LLC | 7 | 7 | 0.06% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Oxbow Advisors, LLC | 7 | 7 | 0.06% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
STONERIDGE INVESTMENT PARTNERS LLC | 7 | 7 | 0.16% | 0.30% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Advisory Services Network, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Hedges Asset Management LLC | 7 | 7 | 3.13% | 3.69% | 4.19% | Q1 2022 | Q3 2023 | 7 |
Matthew Goff Investment Advisor, LLC | 7 | 7 | 0.07% | 0.10% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Fort Sheridan Advisors LLC | 7 | 7 | 0.47% | 0.58% | 0.76% | Q1 2022 | Q3 2023 | 7 |
OSAIC HOLDINGS, INC. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Beaird Harris Wealth Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GREAT LAKES ADVISORS, LLC | 7 | 7 | 0.34% | 0.70% | 1.13% | Q1 2022 | Q3 2023 | 7 |
Hudson Portfolio Management LLC | 7 | 7 | 0.64% | 0.80% | 0.94% | Q1 2022 | Q3 2023 | 7 |
Marble Harbor Investment Counsel, LLC | 7 | 7 | 0.33% | 0.37% | 0.40% | Q1 2022 | Q3 2023 | 7 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WHITTIER TRUST CO | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
American Assets Investment Management, LLC | 7 | 7 | 1.11% | 1.50% | 2.24% | Q1 2022 | Q3 2023 | 7 |
Financial Management Professionals, Inc. | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Alhambra Investment Management LLC | 7 | 7 | 0.28% | 0.30% | 0.33% | Q1 2022 | Q3 2023 | 7 |
STATE STREET CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
JOHNSON INVESTMENT COUNSEL INC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
GRIFFIN ASSET MANAGEMENT, INC. | 7 | 7 | 0.49% | 0.56% | 0.63% | Q1 2022 | Q3 2023 | 7 |
SYNOVUS FINANCIAL CORP | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
MATHER GROUP, LLC. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
TRUIST FINANCIAL CORP | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
FINANCIAL COUNSELORS INC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
&PARTNERS | 7 | 7 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
SevenBridge Financial Group, LLC | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Aull & Monroe Investment Management Corp | 7 | 7 | 0.31% | 0.35% | 0.41% | Q1 2022 | Q3 2023 | 7 |
SEI INVESTMENTS CO | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Regency Capital Management Inc.\DE | 7 | 7 | 3.25% | 6.67% | 8.59% | Q1 2022 | Q3 2023 | 7 |
QUADRANT CAPITAL GROUP LLC | 7 | 7 | 0.14% | 0.18% | 0.21% | Q1 2022 | Q3 2023 | 7 |
GREENWOOD GEARHART INC | 7 | 7 | 1.45% | 1.92% | 2.17% | Q1 2022 | Q3 2023 | 7 |
AllSquare Wealth Management LLC | 7 | 7 | 0.01% | 0.08% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Baldwin Investment Management, LLC | 7 | 7 | 0.04% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
WEDGE CAPITAL MANAGEMENT L L P/NC | 7 | 7 | 0.27% | 0.36% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Legacy Bridge, LLC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Larson Financial Group LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Alyeska Investment Group, L.P. | 7 | 7 | 0.15% | 0.40% | 0.66% | Q1 2022 | Q3 2023 | 7 |
PFS Partners, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
LETKO, BROSSEAU & ASSOCIATES INC | 7 | 7 | 0.88% | 1.00% | 1.16% | Q1 2022 | Q3 2023 | 7 |
CAPE COD FIVE CENTS SAVINGS BANK | 7 | 7 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Qtron Investments LLC | 7 | 7 | 0.06% | 0.10% | 0.16% | Q1 2022 | Q3 2023 | 7 |
PEOPLES FINANCIAL SERVICES CORP. | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
CAPTRUST FINANCIAL ADVISORS | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
NATIXIS ADVISORS, L.P. | 7 | 7 | 0.16% | 0.21% | 0.30% | Q1 2022 | Q3 2023 | 7 |
Ulland Investment Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FOSTER & MOTLEY INC | 7 | 7 | 0.10% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 7 |
BOKF, NA | 7 | 7 | 0.04% | 0.08% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Tortoise Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
JPMORGAN CHASE & CO | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 7 | 7 | 0.17% | 0.20% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Capital Analysts, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BURNEY CO/ | 7 | 7 | 0.05% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.09% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Tradewinds Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Venture Visionary Partners LLC | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Arkos Global Advisors | 7 | 7 | 0.13% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
180 WEALTH ADVISORS, LLC | 7 | 7 | 0.07% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
NATIONAL BANK OF CANADA /FI/ | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Raymond James Financial Services Advisors, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
TORONTO DOMINION BANK | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Column Capital Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
U.S. Capital Wealth Advisors, LLC | 7 | 7 | 0.17% | 0.24% | 0.32% | Q1 2022 | Q3 2023 | 7 |
South Dakota Investment Council | 7 | 7 | 0.32% | 0.34% | 0.36% | Q1 2022 | Q3 2023 | 7 |
PZENA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.62% | 0.78% | 1.09% | Q1 2022 | Q3 2023 | 7 |
GABLES CAPITAL MANAGEMENT INC. | 7 | 7 | 0.31% | 0.33% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Modera Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Keel Point, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
MITCHELL CAPITAL MANAGEMENT CO | 7 | 7 | 0.33% | 0.44% | 0.50% | Q1 2022 | Q3 2023 | 7 |
First Trust Direct Indexing L.P. | 7 | 7 | 0.25% | 0.36% | 0.41% | Q1 2022 | Q3 2023 | 7 |
First National Bank of Hutchinson | 7 | 7 | 0.15% | 0.23% | 0.29% | Q1 2022 | Q3 2023 | 7 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 7 | 7 | 0.16% | 0.17% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Game Creek Capital, LP | 7 | 7 | 1.06% | 1.27% | 1.43% | Q1 2022 | Q3 2023 | 7 |
Newbridge Financial Services Group, Inc. | 7 | 7 | 0.00% | 0.03% | 0.12% | Q1 2022 | Q3 2023 | 7 |
SMITH, MOORE & CO. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Amundi | 7 | 7 | 0.02% | 0.08% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Lafayette Investments | 7 | 7 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Granite Investment Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
BTC Capital Management, Inc. | 7 | 7 | 0.11% | 0.15% | 0.29% | Q1 2022 | Q3 2023 | 7 |
STEEL GROVE CAPITAL ADVISORS, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 7 | 7 | 0.01% | 0.10% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Quent Capital, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
PRICE T ROWE ASSOCIATES INC /MD/ | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Principle Wealth Partners LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SVB WEALTH LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
TWO SIGMA INVESTMENTS, LP | 7 | 7 | 0.00% | 0.05% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Banco Santander, S.A. | 7 | 7 | 0.04% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Blue Chip Partners, LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 7 | 7 | 0.14% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Hilltop Holdings Inc. | 7 | 7 | 0.03% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Avant Capital LLC | 7 | 7 | 0.42% | 0.46% | 0.50% | Q1 2022 | Q3 2023 | 7 |
EXENCIAL WEALTH ADVISORS, LLC | 7 | 7 | 0.20% | 0.29% | 0.42% | Q1 2022 | Q3 2023 | 7 |
Hayek Kallen Investment Management | 7 | 7 | 0.28% | 0.35% | 0.40% | Q1 2022 | Q3 2023 | 7 |
GREENLEAF TRUST | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Select Asset Management & Trust | 7 | 7 | 0.32% | 0.45% | 0.60% | Q1 2022 | Q3 2023 | 7 |
BRANDES INVESTMENT PARTNERS, LP | 7 | 7 | 0.72% | 0.95% | 1.20% | Q1 2022 | Q3 2023 | 7 |
GAMCO INVESTORS, INC. ET AL | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Clarus Group, Inc. | 7 | 7 | 0.42% | 0.55% | 0.70% | Q1 2022 | Q3 2023 | 7 |
DRIVE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.16% | 0.23% | 0.35% | Q1 2022 | Q3 2023 | 7 |
J.W. COLE ADVISORS, INC. | 7 | 7 | 0.02% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Eudaimonia Partners, LLC | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Plante Moran Financial Advisors, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
ADVISORS MANAGEMENT GROUP INC /ADV | 7 | 7 | 0.75% | 0.83% | 0.96% | Q1 2022 | Q3 2023 | 7 |
BROOKS, MOORE & ASSOCIATES, INC. | 7 | 7 | 0.20% | 1.04% | 1.73% | Q1 2022 | Q3 2023 | 7 |
Resonant Capital Advisors, LLC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Glenview Trust Co | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Community Bank of Raymore | 7 | 7 | 0.69% | 0.80% | 0.91% | Q1 2022 | Q3 2023 | 7 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.07% | 0.09% | 0.18% | Q1 2022 | Q3 2023 | 7 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 7 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
DEUTSCHE BANK AG\ | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
West Family Investments, Inc. | 7 | 7 | 0.32% | 0.40% | 0.44% | Q1 2022 | Q3 2023 | 7 |
PINNACLE ASSOCIATES LTD | 7 | 7 | 0.13% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Founders Capital Management | 7 | 7 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q4 2023 | 7 |
WealthTrust Axiom LLC | 7 | 7 | 0.23% | 0.35% | 0.46% | Q1 2022 | Q3 2023 | 7 |
HARBOUR INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.71% | 0.82% | 0.94% | Q1 2022 | Q3 2023 | 7 |
Raab & Moskowitz Asset Management LLC | 7 | 7 | 0.17% | 0.19% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Willis Investment Counsel | 7 | 7 | 1.02% | 1.41% | 1.81% | Q1 2022 | Q3 2023 | 7 |
Atria Investments, Inc | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Gemsstock Ltd. | 7 | 7 | 5.25% | 14.14% | 21.34% | Q1 2022 | Q3 2023 | 7 |
Checchi Capital Advisers, LLC | 7 | 7 | 0.06% | 0.08% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Next Level Private LLC | 7 | 7 | 0.08% | 0.63% | 0.79% | Q1 2022 | Q3 2023 | 7 |
TWO SIGMA ADVISERS, LP | 7 | 7 | 0.00% | 0.10% | 0.25% | Q1 2022 | Q3 2023 | 7 |
BROWN ADVISORY INC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mine & Arao Wealth Creation & Management, LLC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
KENFARB & CO. | 7 | 7 | 0.24% | 0.26% | 0.28% | Q1 2022 | Q3 2023 | 7 |
NICOLA WEALTH MANAGEMENT LTD. | 7 | 7 | 1.62% | 2.20% | 2.62% | Q1 2022 | Q3 2023 | 7 |
Mitsubishi UFJ Asset Management Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DAVENPORT & Co LLC | 7 | 7 | 0.11% | 0.12% | 0.12% | Q1 2022 | Q3 2023 | 7 |
PNC FINANCIAL SERVICES GROUP, INC. | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
DUNCKER STREETT & CO INC | 7 | 7 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
PARSONS CAPITAL MANAGEMENT INC/RI | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
TCTC Holdings, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Koshinski Asset Management, Inc. | 7 | 7 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
CENTRAL BANK & TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Wealth Alliance | 7 | 7 | 0.14% | 0.17% | 0.21% | Q1 2022 | Q3 2023 | 7 |
HOHIMER WEALTH MANAGEMENT, LLC | 7 | 7 | 1.55% | 1.64% | 1.78% | Q1 2022 | Q3 2023 | 7 |
Douglas Lane & Associates, LLC | 7 | 7 | 1.02% | 1.13% | 1.18% | Q1 2022 | Q3 2023 | 7 |
Greenfield Savings Bank | 7 | 7 | 0.19% | 0.20% | 0.22% | Q2 2022 | Q4 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
FIRST TRUST ADVISORS LP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Americana Partners, LLC | 7 | 7 | 0.12% | 0.26% | 0.58% | Q1 2022 | Q3 2023 | 7 |
HUNTINGTON NATIONAL BANK | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Lester Murray Antman dba SimplyRich | 7 | 7 | 0.16% | 0.50% | 0.83% | Q1 2022 | Q3 2023 | 7 |
REIK & CO., LLC | 7 | 7 | 0.78% | 0.95% | 1.09% | Q1 2022 | Q3 2023 | 7 |
Stolper Co | 7 | 7 | 0.74% | 0.80% | 0.90% | Q1 2022 | Q3 2023 | 7 |
COWA, LLC | 7 | 7 | 0.44% | 0.94% | 1.29% | Q1 2022 | Q3 2023 | 7 |
WELLINGTON MANAGEMENT GROUP LLP | 7 | 7 | 0.09% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Bard Financial Services, Inc. | 7 | 7 | 0.02% | 0.27% | 0.56% | Q1 2022 | Q3 2023 | 7 |
BALDWIN BROTHERS LLC/MA | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2023 | 7 |
Centerpoint Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
OPPENHEIMER ASSET MANAGEMENT INC. | 7 | 7 | 0.12% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
GABELLI FUNDS LLC | 7 | 7 | 0.07% | 0.17% | 0.22% | Q1 2022 | Q3 2023 | 7 |
JARISLOWSKY, FRASER Ltd | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
BRIDGES INVESTMENT MANAGEMENT INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Transform Wealth, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
First Eagle Investment Management, LLC | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
BECKER CAPITAL MANAGEMENT INC | 7 | 7 | 0.54% | 0.69% | 0.86% | Q1 2022 | Q3 2023 | 7 |
Credit Capital Investments LLC | 7 | 7 | 0.74% | 2.11% | 3.10% | Q1 2022 | Q3 2023 | 7 |
Cannell & Co. | 7 | 7 | 0.06% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Nikko Asset Management Americas, Inc. | 7 | 7 | 0.07% | 0.11% | 0.14% | Q1 2022 | Q3 2023 | 7 |
BLAIR WILLIAM & CO/IL | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
RAYMOND JAMES TRUST N.A. | 7 | 7 | 0.07% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Signature Wealth Management Partners, LLC | 7 | 7 | 0.20% | 0.23% | 0.27% | Q1 2022 | Q3 2023 | 7 |
EVERETT HARRIS & CO /CA/ | 7 | 7 | 0.02% | 0.04% | 0.12% | Q1 2022 | Q3 2023 | 7 |
STANSBERRY ASSET MANAGEMENT, LLC | 7 | 7 | 1.31% | 3.28% | 3.88% | Q1 2022 | Q3 2023 | 7 |
Fruth Investment Management | 7 | 7 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Retirement Planning Co of New England, Inc. | 7 | 7 | 0.37% | 0.43% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Herold Advisors, Inc. | 7 | 7 | 0.39% | 0.45% | 0.53% | Q1 2022 | Q3 2023 | 7 |
WADE G W & INC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Edge Capital Group, LLC | 7 | 7 | 0.00% | 0.50% | 0.95% | Q1 2022 | Q3 2023 | 7 |
FARMERS TRUST CO | 7 | 7 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Huber Capital Management LLC | 7 | 7 | 4.26% | 5.45% | 6.01% | Q1 2022 | Q3 2023 | 7 |
COURIER CAPITAL LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
JNBA Financial Advisors | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Ledyard National Bank | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
DIVIDEND ASSETS CAPITAL, LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
SALEM INVESTMENT COUNSELORS INC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Penbrook Management LLC | 7 | 7 | 0.44% | 0.47% | 0.52% | Q1 2022 | Q3 2023 | 7 |
BOSTON FAMILY OFFICE LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Moloney Securities Asset Management, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Baker Ellis Asset Management LLC | 7 | 7 | 0.13% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Welch Group, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HERITAGE INVESTORS MANAGEMENT CORP | 7 | 7 | 0.24% | 0.26% | 0.28% | Q1 2022 | Q3 2023 | 7 |
PHILADELPHIA TRUST CO | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
J. W. Coons Advisors, LLC | 7 | 7 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 7 |
WEATHERLY ASSET MANAGEMENT L. P. | 7 | 7 | 0.42% | 0.45% | 0.49% | Q1 2022 | Q3 2023 | 7 |
North Star Investment Management Corp. | 7 | 7 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
KING LUTHER CAPITAL MANAGEMENT CORP | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
B. Riley Wealth Advisors, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
EverSource Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Rockefeller Capital Management L.P. | 7 | 7 | 0.05% | 0.49% | 0.77% | Q1 2022 | Q3 2023 | 7 |
Carmichael Hill & Associates, Inc. | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Marks Group Wealth Management, Inc | 7 | 7 | 0.06% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Chevy Chase Trust Holdings, LLC | 7 | 7 | 0.40% | 0.48% | 0.56% | Q1 2022 | Q3 2023 | 7 |
Semper Augustus Investments Group | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Cetera Advisors LLC | 7 | 7 | 0.04% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 7 | 7 | 0.67% | 0.84% | 1.31% | Q1 2022 | Q3 2023 | 7 |
NOMURA ASSET MANAGEMENT CO LTD | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Chicago Capital, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
NEW ENGLAND ASSET MANAGEMENT INC | 7 | 7 | 0.05% | 0.45% | 1.09% | Q1 2022 | Q3 2023 | 7 |
CHILTON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.06% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 7 |
J.P. Morgan Private Wealth Advisors LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Shelter Mutual Insurance Co | 7 | 7 | 1.64% | 1.81% | 2.04% | Q1 2022 | Q3 2023 | 7 |
GW HENSSLER & ASSOCIATES LTD | 7 | 7 | 0.05% | 0.45% | 2.57% | Q1 2022 | Q3 2023 | 7 |
InTrack Investment Management Inc | 7 | 7 | 0.33% | 0.35% | 0.39% | Q2 2022 | Q4 2023 | 7 |
Princeton Global Asset Management LLC | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
KEYBANK NATIONAL ASSOCIATION/OH | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Onex Canada Asset Management Inc. | 7 | 7 | 0.70% | 1.11% | 1.46% | Q1 2022 | Q3 2023 | 7 |
Northeast Financial Consultants Inc | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Timber Creek Capital Management LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Sheaff Brock Investment Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
GRIMES & COMPANY, INC. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
NISA INVESTMENT ADVISORS, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
DIMENSIONAL FUND ADVISORS LP | 7 | 7 | 0.31% | 0.40% | 0.49% | Q1 2022 | Q3 2023 | 7 |
ExodusPoint Capital Management, LP | 7 | 7 | 0.01% | 0.20% | 0.31% | Q1 2022 | Q3 2023 | 7 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 7 | 7 | 0.30% | 0.35% | 0.39% | Q1 2022 | Q3 2023 | 7 |
Sonora Investment Management Group, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
GUARDIAN CAPITAL LP | 7 | 7 | 0.42% | 0.65% | 0.76% | Q1 2022 | Q3 2023 | 7 |
Strategic Advisors LLC | 7 | 7 | 0.08% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Sandy Spring Bank | 7 | 7 | 0.07% | 0.27% | 0.38% | Q1 2022 | Q3 2023 | 7 |
FRANKLIN RESOURCES INC | 7 | 7 | 0.17% | 0.19% | 0.20% | Q1 2022 | Q3 2023 | 7 |
CreativeOne Wealth, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
SeaCrest Wealth Management, LLC | 7 | 7 | 0.24% | 0.33% | 0.40% | Q1 2022 | Q3 2023 | 7 |
AIMZ Investment Advisors, LLC | 7 | 7 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Westwood Global Investments, LLC | 7 | 7 | 3.29% | 4.49% | 7.16% | Q1 2022 | Q3 2023 | 7 |
STIFEL FINANCIAL CORP | 7 | 7 | 0.09% | 0.13% | 0.17% | Q1 2022 | Q3 2023 | 7 |
GLENMEDE TRUST CO NA | 7 | 7 | 0.02% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
PEAPACK GLADSTONE FINANCIAL CORP | 7 | 7 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Verdence Capital Advisors LLC | 7 | 7 | 0.05% | 0.07% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Cutter & CO Brokerage, Inc. | 7 | 7 | 0.39% | 0.42% | 0.44% | Q1 2022 | Q3 2023 | 7 |
MOTCO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Horan Securities, Inc. | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Steward Partners Investment Advisory, LLC | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Allworth Financial LP | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
First Horizon Advisors, Inc. | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
PRIO WEALTH LIMITED PARTNERSHIP | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Haverford Trust Co | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Blume Capital Management, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Crewe Advisors LLC | 7 | 7 | 0.07% | 0.12% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Pflug Koory, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Northwest Capital Management Inc | 7 | 7 | 0.25% | 0.27% | 0.30% | Q1 2022 | Q3 2023 | 7 |
GRANDFIELD & DODD, LLC | 7 | 7 | 0.85% | 1.01% | 1.18% | Q1 2022 | Q3 2023 | 7 |
BRAVE ASSET MANAGEMENT INC | 7 | 7 | 0.08% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
THORNBURG INVESTMENT MANAGEMENT INC | 7 | 7 | 0.01% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 7 |
COMMERCE BANK | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
HSBC HOLDINGS PLC | 7 | 7 | 0.00% | 0.02% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Southeast Asset Advisors Inc. | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
BESSEMER GROUP INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
ATTICUS WEALTH MANAGEMENT, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Baird Financial Group, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Avidian Wealth Solutions, LLC | 7 | 7 | 0.07% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
PENN DAVIS MCFARLAND INC | 7 | 7 | 5.03% | 5.84% | 6.29% | Q1 2022 | Q3 2023 | 7 |
Sierra Capital LLC | 7 | 7 | 0.32% | 0.35% | 0.40% | Q1 2022 | Q3 2023 | 7 |
Pacer Advisors, Inc. | 7 | 7 | 0.02% | 0.08% | 0.21% | Q1 2022 | Q3 2023 | 7 |
Texas Yale Capital Corp. | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
AMERIPRISE FINANCIAL INC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
JANICZEK WEALTH MANAGEMENT, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 7 |
MERCER GLOBAL ADVISORS INC /ADV | 7 | 7 | 0.04% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
TRUST CO OF VERMONT | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 7 | 7 | 0.89% | 1.04% | 1.16% | Q1 2022 | Q3 2023 | 7 |
Wellington Shields Capital Management, LLC | 7 | 7 | 0.12% | 0.16% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Chesley Taft & Associates LLC | 7 | 7 | 0.05% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Cubic Asset Management, LLC | 7 | 7 | 0.09% | 0.10% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Linscomb & Williams, Inc. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Ameritas Investment Partners, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Bridge Creek Capital Management LLC | 7 | 7 | 1.25% | 1.29% | 1.38% | Q1 2022 | Q3 2023 | 7 |
Kestra Advisory Services, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
NORTHERN TRUST CORP | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
ClearBridge Investments | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
RAYMOND JAMES & ASSOCIATES | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Orbis Allan Gray Ltd | 7 | 7 | 1.18% | 3.13% | 4.58% | Q1 2022 | Q3 2023 | 7 |
Parkside Financial Bank & Trust | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
PIN OAK INVESTMENT ADVISORS INC | 7 | 7 | 0.82% | 0.90% | 0.97% | Q1 2022 | Q3 2023 | 7 |
BROWN BROTHERS HARRIMAN & CO | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Global Retirement Partners, LLC | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
FORVIS Wealth Advisors, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
YOUSIF CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Stokes Family Office, LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Sigma Planning Corp | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Ancora Advisors LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Mount Yale Investment Advisors, LLC | 7 | 7 | 0.03% | 0.10% | 0.20% | Q1 2022 | Q3 2023 | 7 |
PATTEN & PATTEN INC/TN | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Balentine LLC | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
AUGUSTINE ASSET MANAGEMENT INC | 7 | 7 | 2.94% | 3.19% | 3.49% | Q1 2022 | Q3 2023 | 7 |
EP Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
REGATTA CAPITAL GROUP, LLC | 7 | 7 | 0.51% | 0.57% | 0.68% | Q1 2022 | Q3 2023 | 7 |
LAKE STREET ADVISORS GROUP, LLC | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Eastover Investment Advisors LLC | 7 | 7 | 1.95% | 3.07% | 4.13% | Q1 2022 | Q3 2023 | 7 |
Arkadios Wealth Advisors | 7 | 7 | 0.05% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Cutler Capital Management, LLC | 7 | 7 | 0.14% | 1.67% | 3.11% | Q1 2022 | Q3 2023 | 7 |
Syntal Capital Partners, LLC | 7 | 7 | 0.10% | 0.16% | 0.34% | Q1 2022 | Q3 2023 | 7 |
Advisors Asset Management, Inc. | 7 | 7 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
AVANTAX ADVISORY SERVICES, INC. | 7 | 7 | 0.10% | 0.14% | 0.16% | Q1 2022 | Q3 2023 | 7 |
HB Wealth Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
AUXIER ASSET MANAGEMENT | 7 | 7 | 0.14% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
FIDUCIARY TRUST CO | 7 | 7 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 7 |
MAI Capital Management | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
HHM Wealth Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Berkeley Capital Partners, LLC | 7 | 7 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Blue Barn Wealth, LLC | 7 | 7 | 0.15% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
HM PAYSON & CO | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
WHITTIER TRUST CO OF NEVADA INC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Nicholas Hoffman & Company, LLC. | 7 | 7 | 0.04% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 7 |
Focused Wealth Management, Inc | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Antonetti Capital Management LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Lindbrook Capital, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
PRUDENTIAL FINANCIAL INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
FAS Wealth Partners, Inc. | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Washington Trust Advisors, Inc. | 7 | 7 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 7 | 7 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 7 |
LINCOLN NATIONAL CORP | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Hanson & Doremus Investment Management | 7 | 7 | 0.08% | 0.09% | 0.11% | Q1 2022 | Q3 2023 | 7 |
ATLAS CAPITAL ADVISORS LLC | 7 | 7 | 0.05% | 0.07% | 0.13% | Q1 2022 | Q3 2023 | 7 |
ROTHSCHILD INVESTMENT LLC /IL | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
JBF Capital, Inc. | 7 | 7 | 1.26% | 2.63% | 4.00% | Q1 2022 | Q3 2023 | 7 |
Portland Global Advisors LLC | 7 | 7 | 0.43% | 0.46% | 0.49% | Q1 2022 | Q3 2023 | 7 |
Pinnacle Wealth Planning Services, Inc. | 7 | 7 | 0.09% | 0.11% | 0.17% | Q1 2022 | Q3 2023 | 7 |
Barry Investment Advisors, LLC | 7 | 7 | 0.41% | 0.47% | 0.55% | Q1 2022 | Q3 2023 | 7 |
NORTHEAST INVESTMENT MANAGEMENT | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
PITCAIRN CO | 7 | 7 | 0.11% | 0.13% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Vestmark Advisory Solutions, Inc. | 7 | 7 | 0.04% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 7 |
FDx Advisors, Inc. | 7 | 7 | 0.04% | 0.06% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Advisory, LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q3 2023 | 7 |
CHELSEA COUNSEL CO | 7 | 7 | 0.72% | 0.80% | 0.89% | Q1 2022 | Q3 2023 | 7 |
Rossmore Private Capital | 7 | 7 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 7 |
Henry James International Management Inc. | 7 | 7 | 0.23% | 0.29% | 0.31% | Q1 2022 | Q3 2023 | 7 |
Hikari Power Ltd | 7 | 7 | 1.69% | 1.93% | 2.15% | Q1 2022 | Q3 2023 | 7 |
NVWM, LLC | 7 | 7 | 0.00% | 0.22% | 0.27% | Q1 2022 | Q3 2023 | 7 |
Farmers & Merchants Trust Co of Long Beach | 7 | 7 | 0.13% | 0.15% | 0.18% | Q1 2022 | Q3 2023 | 7 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 7 | 7 | 0.04% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Apollon Wealth Management, LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Cardinal Capital Management | 7 | 7 | 0.64% | 0.68% | 0.73% | Q1 2022 | Q3 2023 | 7 |
NWAM LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Sunbelt Securities, Inc. | 7 | 7 | 0.10% | 0.12% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Creative Planning | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Legacy Wealth Asset Management, LLC | 7 | 7 | 0.11% | 0.27% | 0.62% | Q1 2022 | Q3 2023 | 7 |
PFG Private Wealth Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
FIFTH THIRD BANCORP | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Capital Research Global Investors | 7 | 7 | 0.03% | 0.04% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Shoker Investment Counsel, Inc. | 7 | 7 | 0.35% | 0.39% | 0.46% | Q1 2022 | Q3 2023 | 7 |
SOA Wealth Advisors, LLC. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
West Branch Capital LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
SUMMIT FINANCIAL GROUP, INC. | 7 | 7 | 0.13% | 0.16% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Tevis Investment Management | 7 | 7 | 0.22% | 0.30% | 0.38% | Q1 2022 | Q3 2023 | 7 |
Mariner, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Dorsey & Whitney Trust CO LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
Fisher Asset Management, LLC | 7 | 7 | 0.64% | 0.75% | 0.82% | Q1 2022 | Q3 2023 | 7 |
Roberts Wealth Advisors, LLC | 7 | 7 | 0.56% | 0.68% | 0.79% | Q1 2022 | Q3 2023 | 7 |
Integrated Wealth Concepts LLC | 7 | 7 | 0.03% | 0.07% | 0.12% | Q1 2022 | Q3 2023 | 7 |
ATWOOD & PALMER INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
JENNISON ASSOCIATES LLC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 7 | 7 | 0.13% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
Winch Advisory Services, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 7 | 7 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
FEDERATED HERMES, INC. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
COMMONWEALTH EQUITY SERVICES, LLC | 7 | 7 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 7 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 7 | 7 | 0.16% | 0.21% | 0.24% | Q1 2022 | Q3 2023 | 7 |
Costello Asset Management, INC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
SG Americas Securities, LLC | 7 | 7 | 0.00% | 0.04% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Rosenberg Matthew Hamilton | 7 | 7 | 0.18% | 0.19% | 0.21% | Q1 2022 | Q3 2023 | 7 |
IFP Advisors, Inc | 7 | 7 | 0.03% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
CULLEN/FROST BANKERS, INC. | 7 | 7 | 0.07% | 0.10% | 0.14% | Q1 2022 | Q3 2023 | 7 |
NAPLES GLOBAL ADVISORS, LLC | 7 | 7 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 4 | 0.01% | 0.08% | 0.35% | Q4 2022 | Q3 2023 | 7 |
Summit Financial Wealth Advisors, LLC | 7 | 7 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q3 2023 | 7 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 7 | 7 | 0.02% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Paragon Capital Management LLC | 7 | 7 | 0.15% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Geneos Wealth Management Inc. | 7 | 7 | 0.01% | 0.03% | 0.05% | Q1 2022 | Q3 2023 | 7 |
WRAPMANAGER INC | 7 | 7 | 0.15% | 0.17% | 0.20% | Q1 2022 | Q3 2023 | 7 |
PUTNAM INVESTMENTS LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
EAGLE GLOBAL ADVISORS LLC | 7 | 7 | 0.36% | 0.44% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Cullen Capital Management, LLC | 7 | 7 | 0.36% | 0.48% | 0.72% | Q1 2022 | Q3 2023 | 7 |
DODGE & COX | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
GUGGENHEIM CAPITAL LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Robertson Stephens Wealth Management, LLC | 7 | 7 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
ABSHER WEALTH MANAGEMENT, LLC | 7 | 7 | 0.16% | 0.24% | 0.37% | Q1 2022 | Q3 2023 | 7 |
BECK MACK & OLIVER LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Mirae Asset Global Investments Co., Ltd. | 7 | 7 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
E&G Advisors, LP | 7 | 7 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
ANCHOR CAPITAL ADVISORS LLC | 7 | 7 | 0.01% | 0.35% | 0.58% | Q1 2022 | Q3 2023 | 7 |
Archer Investment Corp | 7 | 7 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Gladstone Institutional Advisory LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Bank of New Hampshire | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Yaupon Capital Management LP | 5 | 1 | 1.11% | 1.91% | 3.04% | Q1 2022 | Q3 2023 | 6 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 6 | 6 | 0.22% | 0.40% | 0.54% | Q2 2022 | Q3 2023 | 6 |
Riverview Trust Co | 6 | 6 | 0.09% | 0.11% | 0.15% | Q2 2022 | Q3 2023 | 6 |
Stratos Wealth Partners, LTD. | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
RITHOLTZ WEALTH MANAGEMENT | 6 | 6 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
MACKENZIE FINANCIAL CORP | 6 | 6 | 0.20% | 0.23% | 0.25% | Q2 2022 | Q3 2023 | 6 |
TEXAS CAPITAL BANCSHARES INC/TX | 6 | 6 | 0.20% | 0.23% | 0.24% | Q2 2022 | Q3 2023 | 6 |
RENAISSANCE GROUP LLC | 6 | 6 | 0.28% | 0.30% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Coulter & Justus Financial Services, LLC | 6 | 6 | 0.35% | 1.22% | 1.84% | Q2 2022 | Q3 2023 | 6 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 4 | 2 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 6 |
SCHULHOFF & CO INC | 6 | 6 | 0.23% | 0.27% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Clearview Wealth Advisors LLC | 6 | 6 | 0.06% | 0.07% | 0.10% | Q1 2022 | Q2 2023 | 6 |
Donoghue Forlines LLC | 3 | 3 | 0.20% | 0.31% | 0.40% | Q1 2022 | Q3 2023 | 6 |
Epoch Investment Partners, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
VIKING FUND MANAGEMENT LLC | 6 | 6 | 0.56% | 0.80% | 0.91% | Q2 2022 | Q3 2023 | 6 |
CONTINENTAL ADVISORS LLC | 6 | 6 | 1.50% | 1.66% | 1.77% | Q2 2022 | Q3 2023 | 6 |
Vigilant Capital Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Wedmont Private Capital | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Spire Wealth Management | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
RBF Capital, LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
CENTAURUS FINANCIAL, INC. | 5 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Probity Advisors, Inc. | 4 | 2 | 0.06% | 0.07% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Beacon Pointe Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Independent Advisor Alliance | 6 | 6 | 0.00% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
HighMark Wealth Management LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Private Advisor Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Bell Investment Advisors, Inc | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
CI INVESTMENTS INC. | 6 | 6 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 6 |
BDO Wealth Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
Arkfeld Wealth Strategies, L.L.C. | 6 | 6 | 0.19% | 0.24% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Good Life Advisors, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
First Command Bank | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
MILLER HOWARD INVESTMENTS INC /NY | 5 | 1 | 0.12% | 0.25% | 0.37% | Q1 2022 | Q3 2023 | 6 |
Merewether Investment Management, LP | 6 | 6 | 3.69% | 5.69% | 7.34% | Q1 2022 | Q2 2023 | 6 |
BerganKDV Wealth Management, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Covestor Ltd | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Sumitomo Mitsui Trust Holdings, Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SIMON QUICK ADVISORS, LLC | 6 | 6 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Brookstone Capital Management | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
WEBSTER BANK, N. A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Holocene Advisors, LP | 6 | 6 | 0.22% | 0.71% | 0.91% | Q1 2022 | Q2 2023 | 6 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Simplicity Solutions, LLC | 4 | 2 | 0.03% | 0.10% | 0.21% | Q1 2022 | Q3 2023 | 6 |
Euro Pacific Asset Management, LLC | 6 | 6 | 0.93% | 2.72% | 3.42% | Q2 2022 | Q3 2023 | 6 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Essex Savings Bank | 4 | 2 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Williams Jones Wealth Management, LLC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
First PREMIER Bank | 6 | 6 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
EARNEST PARTNERS LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
AMICA MUTUAL INSURANCE CO | 6 | 6 | 0.32% | 0.40% | 0.70% | Q1 2022 | Q2 2023 | 6 |
NAVELLIER & ASSOCIATES INC | 6 | 6 | 0.14% | 0.16% | 0.17% | Q2 2022 | Q3 2023 | 6 |
CARDIFF PARK ADVISORS, LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
JACKSON SQUARE CAPITAL, LLC | 6 | 6 | 1.12% | 2.05% | 2.77% | Q2 2022 | Q3 2023 | 6 |
TimeScale Financial, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Vontobel Holding Ltd. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Family Management Corp | 4 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 6 |
Citizens National Bank Trust Department | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
GM Advisory Group, LLC | 6 | 6 | 0.11% | 0.25% | 0.53% | Q2 2022 | Q3 2023 | 6 |
MGO ONE SEVEN LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
INSIGHT 2811, INC. | 6 | 6 | 0.22% | 0.23% | 0.24% | Q2 2022 | Q3 2023 | 6 |
NBT BANK N A /NY | 6 | 6 | 0.05% | 0.08% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.05% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Banco de Sabadell, S.A | 6 | 6 | 0.57% | 0.70% | 0.82% | Q2 2022 | Q3 2023 | 6 |
SIR Capital Management, L.P. | 6 | 6 | 2.30% | 2.51% | 2.66% | Q2 2022 | Q3 2023 | 6 |
ICA Group Wealth Management, LLC | 6 | 6 | 0.01% | 0.06% | 0.09% | Q1 2022 | Q2 2023 | 6 |
CVA Family Office, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
Wambolt & Associates, LLC | 6 | 6 | 0.09% | 0.22% | 0.36% | Q2 2022 | Q3 2023 | 6 |
Strategic Global Advisors, LLC | 5 | 1 | 0.05% | 0.09% | 0.12% | Q1 2022 | Q3 2023 | 6 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
MARCO INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
CAMBRIDGE TRUST CO | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Brookmont Capital Management | 6 | 6 | 2.19% | 2.46% | 2.81% | Q2 2022 | Q3 2023 | 6 |
EAGLE ASSET MANAGEMENT INC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
JOHN G ULLMAN & ASSOCIATES INC | 6 | 6 | 0.08% | 0.09% | 0.11% | Q2 2022 | Q3 2023 | 6 |
DAVIS R M INC | 4 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
CoreFirst Bank & Trust | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Johnson Midwest Financial, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Columbia Asset Management | 6 | 6 | 0.55% | 0.59% | 0.68% | Q2 2022 | Q3 2023 | 6 |
AMERICAN NATIONAL BANK | 6 | 6 | 0.00% | 0.00% | 0.02% | Q2 2022 | Q3 2023 | 6 |
CRA Financial Services, LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
NewEdge Advisors, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
First Command Financial Services, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q2 2023 | 6 |
DELTA ASSET MANAGEMENT LLC/TN | 4 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 6 |
STOCK YARDS BANK & TRUST CO | 6 | 6 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Founders Financial Alliance, LLC | 6 | 6 | 0.15% | 0.19% | 0.20% | Q2 2022 | Q3 2023 | 6 |
Stamos Capital Partners, L.P. | 6 | 6 | 2.23% | 2.58% | 3.16% | Q2 2022 | Q3 2023 | 6 |
Sugarloaf Wealth Management, LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
FULTON BANK, N.A. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q3 2022 | Q4 2023 | 6 |
WEDBUSH SECURITIES INC | 6 | 6 | 0.05% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.42% | 0.51% | 0.61% | Q2 2022 | Q3 2023 | 6 |
Janney Montgomery Scott LLC | 6 | 6 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Abacus Planning Group, Inc. | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Allspring Global Investments Holdings, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.22% | 0.24% | 0.26% | Q2 2022 | Q3 2023 | 6 |
PDS Planning, Inc | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
PRIVATE TRUST CO NA | 4 | 2 | 0.07% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 6 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 6 | 6 | 0.02% | 0.09% | 0.37% | Q2 2022 | Q3 2023 | 6 |
CWA Asset Management Group, LLC | 4 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Eukles Asset Management | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Prime Capital Investment Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
WELCH & FORBES LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
WASHINGTON TRUST Co | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Kingsview Wealth Management, LLC | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
SAX WEALTH ADVISORS, LLC | 4 | 2 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 6 |
WEST PACES ADVISORS INC. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2019 | 6 |
Wealthcare Advisory Partners LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Ramsay, Stattman, Vela & Price, Inc. | 6 | 6 | 0.10% | 0.11% | 0.11% | Q1 2022 | Q2 2023 | 6 |
Traynor Capital Management, Inc. | 6 | 6 | 0.13% | 0.16% | 0.20% | Q2 2022 | Q3 2023 | 6 |
HARBOUR INVESTMENTS, INC. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
HOWLAND CAPITAL MANAGEMENT LLC | 6 | 6 | 0.06% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Ballew Advisors, Inc | 6 | 6 | 0.19% | 0.21% | 0.22% | Q2 2022 | Q3 2023 | 6 |
THOMPSON SIEGEL & WALMSLEY LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 6 | 6 | 0.06% | 0.07% | 0.10% | Q2 2022 | Q3 2023 | 6 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Veritable, L.P. | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
BOK Financial Private Wealth, Inc. | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Alliance Wealth Advisors, LLC | 6 | 6 | 0.19% | 0.20% | 0.21% | Q2 2022 | Q3 2023 | 6 |
Truvestments Capital LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Quilter Plc | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 6 |
JCIC Asset Management Inc. | 6 | 6 | 1.26% | 1.35% | 1.48% | Q2 2022 | Q3 2023 | 6 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 5 | 1 | 0.47% | 0.52% | 0.57% | Q1 2022 | Q3 2023 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 2 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Argent Trust Co | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Naviter Wealth, LLC | 6 | 6 | 0.58% | 0.74% | 0.86% | Q2 2022 | Q3 2023 | 6 |
DORCHESTER WEALTH MANAGEMENT Co | 6 | 6 | 0.04% | 0.11% | 0.13% | Q1 2022 | Q2 2023 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
GODSEY & GIBB, INC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 6 |
Israel Discount Bank of New York | 6 | 6 | 0.77% | 0.89% | 1.05% | Q2 2022 | Q3 2023 | 6 |
Clarius Group, LLC | 6 | 6 | 0.06% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
HOWE & RUSLING INC | 3 | 3 | 0.00% | 0.09% | 0.18% | Q1 2022 | Q3 2023 | 6 |
ARS Wealth Advisors Group, LLC | 6 | 6 | 0.64% | 0.99% | 1.30% | Q2 2022 | Q3 2023 | 6 |
VOYA INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
M&T BANK CORP | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Sowell Financial Services LLC | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Pekin Hardy Strauss, Inc. | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Boston Trust Walden Corp | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 6 |
PSI Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
tru Independence LLC | 6 | 6 | 1.83% | 2.07% | 2.25% | Q2 2022 | Q3 2023 | 6 |
Phoenix Holdings Ltd. | 6 | 6 | 0.02% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Jackson, Grant Investment Advisers, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Russell Investments Group, Ltd. | 6 | 6 | 0.05% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Bray Capital Advisors | 6 | 6 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
UMB Bank, n.a. | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
JONES FINANCIAL COMPANIES LLLP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
YHB Investment Advisors, Inc. | 6 | 6 | 0.04% | 0.27% | 0.43% | Q2 2022 | Q3 2023 | 6 |
Heritage Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Janney Capital Management LLC | 6 | 6 | 0.56% | 0.60% | 0.70% | Q2 2022 | Q3 2023 | 6 |
Simmons Bank | 6 | 6 | 0.17% | 0.18% | 0.19% | Q2 2022 | Q3 2023 | 6 |
BANK OF MONTREAL /CAN/ | 4 | 2 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2023 | 6 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.19% | 0.20% | 0.24% | Q1 2022 | Q3 2023 | 6 |
LPL Financial LLC | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Edgemoor Investment Advisors, Inc. | 6 | 6 | 0.27% | 0.75% | 0.95% | Q2 2022 | Q3 2023 | 6 |
Aries Wealth Management | 6 | 6 | 0.12% | 0.13% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Amica Retiree Medical Trust | 6 | 6 | 0.36% | 0.44% | 0.70% | Q1 2022 | Q2 2023 | 6 |
Bill Few Associates, Inc. | 6 | 6 | 0.15% | 0.16% | 0.18% | Q2 2022 | Q3 2023 | 6 |
VALLEY WEALTH MANAGERS, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Curated Wealth Partners LLC | 6 | 6 | 0.04% | 0.09% | 0.14% | Q2 2022 | Q3 2023 | 6 |
TIAA, FSB | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Inscription Capital, LLC | 6 | 6 | 0.13% | 0.23% | 0.57% | Q2 2022 | Q3 2023 | 6 |
FIRST HAWAIIAN BANK | 6 | 6 | 0.08% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Chemistry Wealth Management LLC | 4 | 2 | 0.08% | 0.09% | 0.14% | Q1 2022 | Q3 2023 | 6 |
Ameritas Advisory Services, LLC | 4 | 2 | 0.03% | 0.05% | 0.09% | Q1 2022 | Q3 2023 | 6 |
Oakworth Capital, Inc. | 6 | 6 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Coastal Bridge Advisors, LLC | 4 | 2 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q3 2023 | 6 |
Plancorp, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Cooper Financial Group | 6 | 6 | 0.06% | 0.07% | 0.11% | Q2 2022 | Q3 2023 | 6 |
Planned Solutions, Inc. | 6 | 6 | 0.16% | 0.18% | 0.21% | Q1 2022 | Q2 2023 | 6 |
CENTRAL TRUST Co | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Eagle Bay Advisors LLC | 6 | 6 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Farmers & Merchants Trust Co of Chambersburg PA | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Mattern Wealth Management LLC | 6 | 6 | 0.09% | 0.11% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Kistler-Tiffany Companies, LLC | 6 | 6 | 0.04% | 0.28% | 0.41% | Q1 2022 | Q2 2023 | 6 |
CAROLINAS WEALTH CONSULTING LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Investors Research Corp | 6 | 6 | 0.17% | 0.18% | 0.19% | Q2 2022 | Q3 2023 | 6 |
Itau Unibanco Holding S.A. | 6 | 6 | 0.00% | 0.13% | 0.52% | Q2 2022 | Q3 2023 | 6 |
AE Wealth Management LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
CAMBIAR INVESTORS LLC | 6 | 6 | 0.01% | 0.72% | 1.42% | Q2 2022 | Q3 2023 | 6 |
Dynamic Advisor Solutions LLC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Asset Dedication, LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 6 |
Claret Asset Management Corp | 6 | 6 | 1.14% | 1.21% | 1.30% | Q2 2022 | Q3 2023 | 6 |
Birch Hill Investment Advisors LLC | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Endurance Wealth Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2023 | 6 |
REGIONS FINANCIAL CORP | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Lodge Hill Capital, LLC | 6 | 6 | 1.56% | 2.25% | 3.40% | Q2 2022 | Q3 2023 | 6 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 6 | 6 | 0.08% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.70% | 0.90% | 1.08% | Q2 2022 | Q3 2023 | 6 |
Glassman Wealth Services | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
PRIVATE ASSET MANAGEMENT INC | 6 | 6 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q2 2023 | 6 |
CWM, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Raleigh Capital Management Inc. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
BOSTON FINANCIAL MANGEMENT LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
VAN ECK ASSOCIATES CORP | 5 | 5 | 0.06% | 0.10% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Bison Wealth, LLC | 5 | 5 | 0.32% | 0.40% | 0.45% | Q3 2022 | Q3 2023 | 5 |
MAIRS & POWER INC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Intrua Financial, LLC | 5 | 5 | 0.21% | 0.24% | 0.26% | Q1 2022 | Q1 2023 | 5 |
Avalon Investment & Advisory | 5 | 5 | 0.21% | 0.22% | 0.22% | Q1 2022 | Q1 2023 | 5 |
Aveo Capital Partners, LLC | 4 | 1 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 5 |
Quinn Opportunity Partners LLC | 3 | 2 | 0.22% | 0.63% | 1.32% | Q2 2022 | Q3 2023 | 5 |
PETTYJOHN, WOOD & WHITE, INC | 5 | 5 | 0.15% | 0.20% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Crescent Grove Advisors, LLC | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
Greystone Financial Group, LLC | 5 | 5 | 0.21% | 0.27% | 0.33% | Q3 2022 | Q3 2023 | 5 |
Smithfield Trust Co | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
EXCHANGE TRADED CONCEPTS, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
Islet Management, LP | 4 | 4 | 0.34% | 0.69% | 1.15% | Q1 2022 | Q4 2022 | 5 |
Clal Insurance Enterprises Holdings Ltd | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
Community Bank, N.A. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
COERENTE CAPITAL MANAGEMENT | 5 | 5 | 0.12% | 0.41% | 0.50% | Q1 2022 | Q1 2023 | 5 |
Johnson Financial Group, Inc. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 5 |
Cresset Asset Management, LLC | 3 | 2 | 0.00% | 0.02% | 0.08% | Q1 2022 | Q3 2023 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.01% | 0.03% | 0.11% | Q1 2022 | Q3 2023 | 5 |
Concord Wealth Partners | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
FARMERS & MERCHANTS INVESTMENTS INC | 5 | 5 | 0.03% | 0.03% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Blueprint Investment Partners LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q1 2022 | Q1 2023 | 5 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 4 | 1 | 0.01% | 0.06% | 0.11% | Q1 2022 | Q3 2023 | 5 |
RETIREMENT GUYS FORMULA LLC | 5 | 5 | 0.24% | 0.44% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Van Hulzen Asset Management, LLC | 5 | 5 | 0.97% | 1.15% | 1.35% | Q3 2022 | Q3 2023 | 5 |
Global Trust Asset Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Retirement Group, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Tower Research Capital LLC (TRC) | 3 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2023 | 5 |
Tyler-Stone Wealth Management | 3 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 5 |
TCI Wealth Advisors, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Apexium Financial, LP | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Schubert & Co | 5 | 5 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q1 2023 | 5 |
Graves Light Lenhart Wealth, Inc. | 3 | 2 | 0.03% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 5 |
IBEX WEALTH ADVISORS | 4 | 1 | 1.68% | 1.92% | 2.24% | Q2 2022 | Q3 2023 | 5 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
SAXON INTERESTS, INC. | 5 | 5 | 0.21% | 0.25% | 0.32% | Q2 2022 | Q2 2023 | 5 |
Tufton Capital Management | 4 | 1 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 5 |
PointState Capital LP | 3 | 2 | 0.40% | 1.60% | 4.00% | Q1 2022 | Q2 2023 | 5 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
CULLINAN ASSOCIATES INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 5 |
TI-TRUST, INC | 4 | 1 | 0.21% | 0.22% | 0.25% | Q2 2022 | Q3 2023 | 5 |
Well Done, LLC | 5 | 5 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2023 | 5 |
Financial Gravity Asset Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Cerity Partners LLC | 5 | 5 | 0.03% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
THOMAS WHITE INTERNATIONAL LTD | 5 | 5 | 1.25% | 2.17% | 2.66% | Q2 2022 | Q2 2023 | 5 |
XR Securities LLC | 3 | 1 | 0.02% | 0.05% | 0.14% | Q3 2022 | Q3 2023 | 5 |
City State Bank | 5 | 5 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Argyle Capital Management Inc. | 5 | 5 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q1 2023 | 5 |
Compagnie Lombard Odier SCmA | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Sendero Wealth Management, LLC | 5 | 5 | 0.24% | 0.30% | 0.37% | Q3 2022 | Q3 2023 | 5 |
Cornerstone Wealth Group, LLC | 5 | 5 | 0.48% | 0.56% | 0.59% | Q1 2022 | Q1 2023 | 5 |
Independence Bank of Kentucky | 5 | 5 | 0.14% | 0.16% | 0.17% | Q3 2022 | Q3 2023 | 5 |
INTRUST BANK NA | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
Penserra Capital Management LLC | 5 | 5 | 0.00% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Pinnacle Bancorp, Inc. | 5 | 5 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 5 |
Radnor Capital Management, LLC | 4 | 1 | 0.21% | 0.24% | 0.25% | Q1 2022 | Q3 2023 | 5 |
EADS & HEALD WEALTH MANAGEMENT | 5 | 5 | 0.12% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 4 | 1 | 0.27% | 0.34% | 0.45% | Q1 2022 | Q2 2023 | 5 |
Belpointe Asset Management LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 5 |
Accel Wealth Management | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q1 2023 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2023 | 5 |
Ignite Planners, LLC | 5 | 5 | 0.16% | 0.20% | 0.27% | Q3 2022 | Q3 2023 | 5 |
BRIGHTON JONES LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Red Tortoise LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2023 | 5 |
TrinityPoint Wealth, LLC | 5 | 5 | 0.11% | 0.12% | 0.13% | Q3 2022 | Q3 2023 | 5 |
TD Capital Management LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Mawer Investment Management Ltd. | 5 | 5 | 0.97% | 1.31% | 1.53% | Q3 2022 | Q3 2023 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.08% | 0.12% | 0.27% | Q3 2022 | Q3 2023 | 5 |
Qube Research & Technologies Ltd | 2 | 1 | 0.01% | 0.08% | 0.16% | Q1 2022 | Q3 2023 | 5 |
RDA Financial Network | 4 | 1 | 0.10% | 0.11% | 0.12% | Q2 2022 | Q3 2023 | 5 |
Gryphon Financial Partners LLC | 5 | 5 | 0.10% | 0.12% | 0.12% | Q3 2022 | Q3 2023 | 5 |
UNITED FIRE GROUP INC | 5 | 5 | 1.30% | 1.50% | 1.66% | Q1 2022 | Q1 2023 | 5 |
PINNACLE FINANCIAL PARTNERS INC | 5 | 5 | 0.01% | 0.05% | 0.21% | Q3 2022 | Q3 2023 | 5 |
HOLDERNESS INVESTMENTS CO | 4 | 1 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2023 | 5 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
HighTower Trust Company, N.A. | 5 | 5 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q1 2023 | 5 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 5 |
TCWP LLC | 4 | 1 | 0.02% | 0.07% | 0.18% | Q1 2022 | Q3 2023 | 5 |
Cornerstone Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2023 | 5 |
First National Bank of South Miami | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 5 |
Western Wealth Management, LLC | 4 | 1 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 5 |
GQG Partners LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 5 |
Summit Global Investments | 5 | 5 | 0.04% | 0.06% | 0.07% | Q3 2022 | Q3 2023 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.11% | 0.12% | 0.14% | Q3 2022 | Q3 2023 | 5 |
Quantinno Capital Management LP | 4 | 1 | 0.03% | 0.08% | 0.16% | Q2 2022 | Q3 2023 | 5 |
ACADIAN ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2022 | Q3 2023 | 5 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 5 | 5 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
Van Cleef Asset Management,Inc | 5 | 5 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q1 2023 | 5 |
44 WEALTH MANAGEMENT LLC | 5 | 5 | 0.09% | 0.14% | 0.17% | Q2 2022 | Q2 2023 | 5 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 5 | 5 | 0.10% | 0.11% | 0.13% | Q3 2022 | Q3 2023 | 5 |
ADELL HARRIMAN & CARPENTER INC | 5 | 5 | 0.08% | 0.30% | 0.60% | Q3 2022 | Q3 2023 | 5 |
DOLIVER ADVISORS, LP | 5 | 5 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q4 2023 | 5 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 5 | 5 | 0.45% | 0.49% | 0.51% | Q1 2022 | Q1 2023 | 5 |
One Wealth Advisors, LLC | 5 | 5 | 0.09% | 0.10% | 0.11% | Q2 2022 | Q2 2023 | 5 |
Altshuler Shaham Ltd | 5 | 5 | 0.01% | 0.02% | 0.05% | Q3 2022 | Q3 2023 | 5 |
HBK Sorce Advisory LLC | 3 | 2 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 5 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 5 |
Baron Wealth Management LLC | 5 | 5 | 0.21% | 0.23% | 0.26% | Q4 2022 | Q4 2023 | 5 |
Calamos Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2022 | 5 |
COMERICA SECURITIES,INC. | 3 | 2 | 0.01% | 0.02% | 0.05% | Q1 2022 | Q2 2023 | 5 |
CREDIT SUISSE AG/ | 5 | 5 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q1 2023 | 5 |
MBE Wealth Management, LLC | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Laurel Wealth Advisors, Inc. | 4 | 4 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Aptus Capital Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Shay Capital LLC | 2 | 1 | 0.04% | 0.30% | 0.84% | Q1 2022 | Q4 2022 | 4 |
XTX Topco Ltd | 4 | 4 | 0.08% | 0.16% | 0.23% | Q4 2022 | Q3 2023 | 4 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Seed Wealth Management, Inc. | 4 | 4 | 0.58% | 0.60% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Energy Opportunities Capital Management, LLC | 4 | 4 | 1.89% | 1.94% | 1.99% | Q1 2022 | Q4 2022 | 4 |
StrongBox Wealth, LLC | 4 | 4 | 0.19% | 0.26% | 0.30% | Q1 2023 | Q4 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.02% | 0.05% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Harvest Portfolios Group Inc. | 4 | 4 | 0.87% | 0.94% | 1.06% | Q4 2022 | Q3 2023 | 4 |
Summit X, LLC | 3 | 1 | 0.06% | 0.07% | 0.09% | Q3 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.95% | 1.05% | 1.16% | Q4 2022 | Q3 2023 | 4 |
Cribstone Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Optiver Holding B.V. | 4 | 4 | 0.01% | 0.07% | 0.11% | Q1 2022 | Q4 2022 | 4 |
TRANSCEND CAPITAL ADVISORS, LLC | 3 | 1 | 0.02% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 4 |
WNY Asset Management, LLC | 4 | 4 | 0.11% | 0.19% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Quadrant Private Wealth Management, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Advisors Capital Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
SYSTM Wealth Solutions LLC | 4 | 4 | 0.07% | 0.09% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Mutual Advisors, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 4 |
STONEBRIDGE CAPITAL MANAGEMENT INC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q1 2022 | Q4 2022 | 4 |
Ellevest, Inc. | 4 | 4 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q1 2023 | 4 |
NOESIS CAPITAL MANGEMENT CORP | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q2 2023 | 4 |
St. Johns Investment Management Company, LLC | 4 | 4 | 0.16% | 0.23% | 0.26% | Q1 2022 | Q4 2022 | 4 |
1832 Asset Management L.P. | 3 | 1 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 4 | 4 | 2.31% | 2.48% | 2.70% | Q4 2022 | Q3 2023 | 4 |
ELLERSON GROUP INC /ADV | 4 | 4 | 0.40% | 0.45% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Red Cedar Capital, LLC | 4 | 4 | 0.19% | 0.20% | 0.21% | Q1 2022 | Q4 2022 | 4 |
Bank Pictet & Cie (Europe) AG | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Baker Avenue Asset Management, LP | 4 | 4 | 0.01% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 4 |
NORGES BANK | 4 | 4 | 0.15% | 0.15% | 0.16% | Q1 2022 | Q4 2022 | 4 |
Triasima Portfolio Management inc. | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4 | 4 | 0.03% | 0.04% | 0.04% | Q2 2022 | Q1 2023 | 4 |
Worth Asset Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.18% | 0.19% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Personal Capital Advisors Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Sepio Capital, LP | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Rafferty Asset Management, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MBA Advisors LLC | 4 | 4 | 0.21% | 0.26% | 0.28% | Q1 2022 | Q4 2022 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Jefferies Group LLC | 2 | 2 | 0.00% | 0.01% | 0.04% | Q1 2022 | Q2 2022 | 4 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2023 | 4 |
Foundations Investment Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Colonial Trust Advisors | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
MONEY CONCEPTS CAPITAL CORP | 4 | 4 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
YorkBridge Wealth Partners, LLC | 4 | 4 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q4 2022 | 4 |
Merit Financial Group, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2023 | 4 |
SPX Gestao de Recursos Ltda | 3 | 1 | 1.70% | 3.90% | 5.46% | Q2 2022 | Q3 2023 | 4 |
GREAT VALLEY ADVISOR GROUP, INC. | 4 | 4 | 0.01% | 0.05% | 0.07% | Q2 2022 | Q1 2023 | 4 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 4 | 4 | 0.01% | 0.54% | 1.11% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.88% | 1.09% | 1.22% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.28% | 0.32% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Ellsworth Advisors, LLC | 4 | 4 | 0.17% | 0.26% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Circle Wealth Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 2.38% | 2.57% | 2.77% | Q4 2022 | Q3 2023 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 2 | 1 | 0.00% | 0.03% | 0.10% | Q1 2022 | Q3 2023 | 4 |
Goodman Financial Corp | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Twin Tree Management, LP | 2 | 1 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q2 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.20% | 0.33% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 0.11% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Group LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 4 |
Hudock, Inc. | 4 | 4 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q4 2022 | 4 |
Crocodile Capital Partners GmbH | 4 | 4 | 7.82% | 14.48% | 19.22% | Q4 2022 | Q3 2023 | 4 |
TRUSTCORE FINANCIAL SERVICES, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 4 |
TCW GROUP INC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Trinity Legacy Partners, LLC | 4 | 4 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
WIN ADVISORS, INC | 4 | 4 | 0.01% | 0.03% | 0.07% | Q1 2022 | Q4 2022 | 4 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Castleview Partners, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Systrade AG | 4 | 4 | 1.39% | 7.05% | 14.72% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.18% | 0.30% | 0.48% | Q1 2022 | Q3 2023 | 4 |
Miracle Mile Advisors, LLC | 4 | 4 | 0.04% | 0.06% | 0.09% | Q4 2022 | Q3 2023 | 4 |
APPLETON PARTNERS INC/MA | 3 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2023 | 4 |
MCDONALD PARTNERS LLC | 4 | 4 | 0.08% | 0.16% | 0.30% | Q1 2022 | Q4 2022 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.14% | 0.31% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Crescent Sterling, Ltd. | 4 | 4 | 1.24% | 1.33% | 1.46% | Q4 2022 | Q3 2023 | 4 |
TITLEIST CAPITAL, LLC | 4 | 4 | 0.05% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 4 |
Integrated Investment Consultants, LLC | 4 | 4 | 0.07% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
High Net Worth Advisory Group LLC | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
Sageworth Trust Co of South Dakota | 4 | 4 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q4 2022 | 4 |
GYL FINANCIAL SYNERGIES, LLC | 4 | 4 | 0.13% | 0.24% | 0.42% | Q4 2022 | Q3 2023 | 4 |
SFMG, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q4 2022 | 4 |
DFPG INVESTMENTS, LLC | 4 | 4 | 0.06% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 4 |
TIEDEMANN ADVISORS, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ST GERMAIN D J CO INC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 4 |
Grove Bank & Trust | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Key Client Fiduciary Advisors, LLC | 4 | 4 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 0.25% | 0.29% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Capricorn Fund Managers Ltd | 2 | 2 | 0.38% | 1.77% | 3.15% | Q1 2022 | Q1 2023 | 4 |
GOFEN & GLOSSBERG LLC /IL/ | 4 | 4 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Goodwin Investment Advisory | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Walleye Capital LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 4 |
ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | 4 | 4 | 0.15% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
BOENNING & SCATTERGOOD, INC. | 4 | 4 | 0.24% | 0.26% | 0.28% | Q1 2022 | Q4 2022 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Coppell Advisory Solutions LLC | 4 | 4 | 0.39% | 0.40% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Mechanics Bank Trust Department | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Brinker Capital Investments, LLC | 4 | 4 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q4 2022 | 4 |
Outlook Wealth Advisors, LLC | 4 | 4 | 0.09% | 0.11% | 0.14% | Q4 2022 | Q3 2023 | 4 |
PICTET ASSET MANAGEMENT SA | 4 | 4 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q1 2023 | 4 |
Spectrum Asset Management, Inc. (NB/CA) | 4 | 4 | 0.14% | 0.16% | 0.17% | Q1 2022 | Q4 2022 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.03% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Artisan Partners Limited Partnership | 4 | 4 | 0.00% | 0.05% | 0.08% | Q1 2022 | Q4 2022 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Alliance Wealth Advisors, LLC /UT | 4 | 4 | 0.18% | 0.19% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Syverson Strege & Co | 4 | 4 | 0.04% | 0.04% | 0.06% | Q2 2022 | Q1 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.20% | 0.26% | 0.33% | Q4 2022 | Q3 2023 | 4 |
SHELTON CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.03% | 0.06% | Q1 2022 | Q4 2022 | 4 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.02% | 0.06% | 0.09% | Q1 2022 | Q3 2023 | 4 |
Northwest Bancshares, Inc. | 2 | 1 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 4 |
AFS Financial Group, LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Pendal Group Ltd | 4 | 4 | 1.88% | 2.30% | 2.63% | Q1 2022 | Q4 2022 | 4 |
Northstar Advisory Group, LLC | 4 | 4 | 0.16% | 0.18% | 0.20% | Q1 2022 | Q4 2022 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.32% | 0.35% | 0.37% | Q4 2022 | Q3 2023 | 4 |
Argent Advisors, Inc. | 3 | 1 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 4 |
Strengthening Families & Communities, LLC | 3 | 3 | 0.00% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 3 |
RMR Wealth Builders | 2 | 1 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 3 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2023 | 3 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Ahrens Investment Partners LLC | 2 | 1 | 0.04% | 0.09% | 0.16% | Q1 2022 | Q1 2023 | 3 |
Covenant Partners, LLC | 2 | 1 | 0.12% | 0.23% | 0.37% | Q1 2022 | Q3 2023 | 3 |
VICTORY CAPITAL MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Aquatic Capital Management LLC | 2 | 1 | 0.06% | 0.19% | 0.37% | Q2 2022 | Q2 2023 | 3 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 3 |
IHT Wealth Management, LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 3 |
Cascade Investment Advisors, Inc. | 2 | 1 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q1 2023 | 3 |
America First Investment Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Retirement Investment Advisors, Inc. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
GTS SECURITIES LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.11% | 0.13% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Ruffer LLP | 2 | 1 | 0.02% | 0.63% | 1.84% | Q1 2022 | Q1 2023 | 3 |
COUNTRY TRUST BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q4 2023 | 3 |
MARSHALL WACE, LLP | 2 | 1 | 0.00% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Annapolis Financial Services, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Private Capital Management, LLC | 3 | 3 | 0.04% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 3 | 3 | 0.31% | 0.38% | 0.44% | Q1 2023 | Q3 2023 | 3 |
OPTIMUM INVESTMENT ADVISORS | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 3 |
F3Logic, LLC | 3 | 3 | 0.16% | 0.18% | 0.19% | Q2 2022 | Q4 2022 | 3 |
Nalls Sherbakoff Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BLUESTEIN R H & CO LLC | 3 | 3 | 0.02% | 0.04% | 0.07% | Q1 2022 | Q3 2022 | 3 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 2 | 1 | 0.25% | 0.62% | 0.82% | Q1 2022 | Q3 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
DELTEC ASSET MANAGEMENT LLC | 3 | 3 | 0.89% | 0.94% | 0.98% | Q1 2023 | Q3 2023 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Renaissance Technologies | 2 | 1 | 0.05% | 0.09% | 0.16% | Q1 2022 | Q2 2023 | 3 |
CPWM, LLC | 3 | 3 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
Perpetual Ltd | 3 | 3 | 0.01% | 1.70% | 2.59% | Q1 2023 | Q3 2023 | 3 |
HRT FINANCIAL LP | 2 | 1 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q3 2023 | 3 |
Fund Management at Engine No. 1 LLC | 3 | 3 | 0.51% | 1.15% | 1.49% | Q1 2022 | Q3 2022 | 3 |
Providence Capital Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Great Diamond Partners, LLC | 3 | 3 | 0.16% | 0.17% | 0.19% | Q1 2023 | Q3 2023 | 3 |
DRW Securities, LLC | 3 | 3 | 0.00% | 0.04% | 0.07% | Q1 2023 | Q3 2023 | 3 |
BOURGEON CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
TBH Global Asset Management, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 3 |
Destiny Wealth Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
CHOREO, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
EPG Wealth Management LLC | 3 | 3 | 0.08% | 0.09% | 0.09% | Q1 2022 | Q3 2022 | 3 |
Equitable Holdings, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SPROTT INC. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Byrne Asset Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
SCP Investment, LP | 3 | 3 | 0.21% | 0.30% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Aaron Wealth Advisors LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 3 |
Boit C F David | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
CHARTWELL INVESTMENT PARTNERS, LLC | 3 | 3 | 0.34% | 0.35% | 0.35% | Q1 2022 | Q3 2022 | 3 |
Covington Capital Management | 3 | 3 | 0.04% | 0.07% | 0.09% | Q1 2022 | Q3 2022 | 3 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
P.A.W. CAPITAL CORP | 3 | 3 | 1.03% | 1.22% | 1.34% | Q1 2022 | Q3 2022 | 3 |
American Portfolios Advisors | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q3 2022 | 3 |
Single Point Partners, LLC | 3 | 3 | 0.08% | 0.08% | 0.08% | Q3 2022 | Q1 2023 | 3 |
Sandbox Financial Partners, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Orion Capital Management LLC | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2022 | Q3 2022 | 3 |
ROOSEVELT INVESTMENT GROUP LLC | 3 | 3 | 0.09% | 0.10% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Ellis Investment Partners, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Telemetry Investments, L.L.C. | 3 | 3 | 0.74% | 0.85% | 1.04% | Q1 2022 | Q3 2022 | 3 |
CFS Investment Advisory Services, LLC | 2 | 1 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q2 2023 | 3 |
Buckley Wealth Management, LLC | 2 | 1 | 0.10% | 0.11% | 0.13% | Q1 2022 | Q2 2023 | 3 |
WULFF, HANSEN & CO. | 3 | 3 | 0.27% | 0.31% | 0.33% | Q1 2022 | Q3 2022 | 3 |
Savant Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
B. Metzler seel. Sohn & Co. AG | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Hartford Financial Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Waldron Private Wealth LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 1.48% | 1.53% | 1.55% | Q1 2023 | Q3 2023 | 3 |
American Research & Management Co. | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Teilinger Capital Ltd. | 3 | 3 | 0.83% | 1.49% | 2.44% | Q1 2023 | Q3 2023 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.02% | 0.04% | 0.06% | Q4 2022 | Q2 2023 | 3 |
Old North State Trust, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q1 2023 | 3 |
Icon Wealth Partners, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
OLD SECOND NATIONAL BANK OF AURORA | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Keudell/Morrison Wealth Management | 3 | 3 | 0.06% | 0.07% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Ashfield Capital Partners, LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
AVITY INVESTMENT MANAGEMENT INC. | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FourThought Financial, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Avalon Trust Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Selective Wealth Management, Inc. | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2022 | 3 |
MONECO Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
CenterStar Asset Management, LLC | 1 | 1 | 0.26% | 0.45% | 0.79% | Q4 2022 | Q4 2022 | 3 |
LEO BROKERAGE, LLC | 2 | 1 | 0.05% | 0.06% | 0.08% | Q1 2022 | Q2 2023 | 3 |
1900 WEALTH MANAGEMENT LLC | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 3 |
Financial Enhancement Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Capital Wealth Planning, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Ballentine Partners, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 3 |
Missouri Trust & Investment Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Gabalex Capital Management LLC | 3 | 3 | 6.33% | 7.16% | 7.59% | Q1 2022 | Q3 2022 | 3 |
EATON VANCE MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
ACG Wealth | 3 | 3 | 0.72% | 0.76% | 0.81% | Q1 2022 | Q3 2022 | 3 |
SAGE PRIVATE WEALTH GROUP, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
Symphony Financial, Ltd. Co. | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2022 | Q3 2022 | 3 |
COMERICA BANK | 3 | 3 | 0.04% | 0.04% | 0.05% | Q2 2022 | Q4 2022 | 3 |
John W. Brooker & Co., CPAs | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
MEYER HANDELMAN CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
MidWestOne Financial Group, Inc. | 3 | 3 | 0.12% | 0.16% | 0.21% | Q1 2023 | Q3 2023 | 3 |
Ethic Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Asio Capital, LLC | 3 | 3 | 0.63% | 0.79% | 0.94% | Q1 2023 | Q3 2023 | 3 |
VitalStone Financial, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 3 | 3 | 0.04% | 0.19% | 0.27% | Q1 2022 | Q3 2022 | 3 |
Center for Financial Planning, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
STABLEFORD CAPITAL II LLC | 3 | 3 | 0.66% | 0.73% | 0.84% | Q2 2022 | Q4 2022 | 3 |
TOWER BRIDGE ADVISORS | 2 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2023 | 3 |
Joel Isaacson & Co., LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 3 |
EAGLE CAPITAL MANAGEMENT LLC | 3 | 3 | 3.36% | 4.25% | 5.06% | Q1 2023 | Q3 2023 | 3 |
MEEDER ASSET MANAGEMENT INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Turim 21 Investimentos Ltda. | 2 | 1 | 0.01% | 0.03% | 0.08% | Q3 2022 | Q3 2023 | 3 |
WOLFF WIESE MAGANA LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2022 | Q3 2022 | 3 |
Cable Hill Partners, LLC | 2 | 1 | 0.04% | 0.07% | 0.14% | Q1 2022 | Q4 2022 | 3 |
C M BIDWELL & ASSOCIATES LTD | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2022 | 3 |
Stone House Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Cassady Schiller Wealth Management, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 0.09% | 0.18% | 0.27% | Q1 2022 | Q3 2023 | 3 |
Corient Capital Partners, LLC | 3 | 3 | 0.16% | 0.18% | 0.20% | Q1 2022 | Q3 2022 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.06% | 0.34% | 0.58% | Q1 2022 | Q4 2022 | 3 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Skye Global Management LP | 3 | 3 | 0.54% | 0.66% | 0.88% | Q1 2023 | Q3 2023 | 3 |
REGENTATLANTIC CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Recurrent Investment Advisors LLC | 2 | 1 | 0.00% | 0.24% | 0.39% | Q4 2022 | Q3 2023 | 3 |
Laurion Capital Management LP | 2 | 1 | 0.12% | 0.13% | 0.16% | Q2 2022 | Q1 2023 | 3 |
Phillips Wealth Planners LLC | 3 | 3 | 0.32% | 0.35% | 0.38% | Q1 2023 | Q3 2023 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
RHUMBLINE ADVISERS | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Advisor OS, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
LSV ASSET MANAGEMENT | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
NorthCrest Asset Manangement, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Fieldpoint Private Securities, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q2 2022 | 2 |
Patriot Financial Group Insurance Agency, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q2 2022 | 2 |
McClarren Financial Advisors, Inc. | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Fidelis Capital Partners, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q1 2022 | 2 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
TCG Advisory Services, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
CFM WEALTH PARTNERS LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q2 2023 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.04% | 0.08% | 0.11% | Q1 2022 | Q2 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.39% | 0.40% | 0.40% | Q4 2022 | Q1 2023 | 2 |
Lake Point Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Barrett Asset Management, LLC | 2 | 2 | 0.16% | 0.19% | 0.22% | Q4 2021 | Q1 2022 | 2 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.07% | 0.14% | Q1 2022 | Q3 2023 | 2 |
Disciplined Equity Management, Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q3 2022 | 2 |
Intelligence Driven Advisers, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q4 2022 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.12% | 0.13% | 0.14% | Q1 2022 | Q2 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
ALTFEST L J & CO INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ENGINE NO. 1 LLC | 2 | 2 | 6.55% | 7.88% | 9.22% | Q2 2022 | Q3 2022 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.08% | 0.09% | 0.11% | Q1 2023 | Q3 2023 | 2 |
Intersect Capital LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Concorde Financial Corp | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q4 2022 | 2 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.04% | 0.05% | 0.05% | Q2 2022 | Q4 2022 | 2 |
Vectors Research Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
FirstPurpose Wealth LLC | 2 | 2 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q3 2022 | 2 |
L1 Capital Pty Ltd | 2 | 2 | 3.08% | 4.90% | 6.71% | Q2 2023 | Q3 2023 | 2 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Altman Advisors, Inc. | 1 | 1 | 0.21% | 0.55% | 0.89% | Q1 2023 | Q3 2023 | 2 |
Leelyn Smith, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
ORG Partners LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Liontrust Investment Partners LLP | 2 | 2 | 0.12% | 0.15% | 0.18% | Q2 2022 | Q3 2022 | 2 |
GW&K Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Steward Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 2 |
FIRST CITIZENS BANK & TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HCR Wealth Advisors | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
J. Goldman & Co LP | 2 | 2 | 0.12% | 0.14% | 0.16% | Q1 2022 | Q2 2022 | 2 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q1 2022 | Q3 2022 | 2 |
Lantz Financial LLC | 2 | 2 | 0.08% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2022 | Q2 2022 | 2 |
Badgley Phelps Wealth Managers, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2022 | Q3 2022 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.38% | 0.38% | 0.39% | Q2 2023 | Q3 2023 | 2 |
Susquehanna International Securities, Ltd. | 2 | 2 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q1 2023 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2022 | Q4 2022 | 2 |
TRUST CO OF TOLEDO NA /OH/ | 2 | 2 | 0.14% | 0.16% | 0.18% | Q3 2023 | Q4 2023 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
ADVISOR PARTNERS LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q1 2022 | Q2 2022 | 2 |
Silicon Valley Capital Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2022 | Q2 2022 | 2 |
Palisade Asset Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
TFC Financial Management, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
PFG Advisors | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Tranquility Partners, LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
ARDSLEY ADVISORY PARTNERS LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 2 |
25 LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Lunt Capital Management, Inc. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q3 2023 | 2 |
BREWIN DOLPHIN LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
TOTAL INVESTMENT MANAGEMENT INC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q1 2022 | Q2 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q1 2022 | Q2 2022 | 2 |
Vestcor Inc | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Y-Intercept (Hong Kong) Ltd | 2 | 2 | 0.13% | 0.21% | 0.29% | Q2 2023 | Q3 2023 | 2 |
WHITE PINE CAPITAL LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q1 2022 | Q2 2022 | 2 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2023 | Q2 2023 | 2 |
Summit Trail Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.13% | 0.19% | 0.25% | Q2 2022 | Q3 2022 | 2 |
WEDGEWOOD INVESTORS INC /PA/ | 2 | 2 | 0.26% | 0.27% | 0.29% | Q1 2022 | Q2 2022 | 2 |
GUYASUTA INVESTMENT ADVISORS INC | 1 | 1 | 0.02% | 0.02% | 0.03% | Q2 2022 | Q1 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 0.32% | 0.32% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Operose Advisors LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 2 |
BigSur Wealth Management LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Zweig-DiMenna Associates LLC | 1 | 1 | 0.20% | 0.27% | 0.34% | Q1 2022 | Q3 2023 | 2 |
Sterling Investment Advisors, Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Soros Fund Management | 1 | 1 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2022 | 2 |
CRAWFORD INVESTMENT COUNSEL INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
FOSTER DYKEMA CABOT & CO INC/MA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Encompass Capital Advisors LLC | 2 | 2 | 2.49% | 2.54% | 2.59% | Q4 2022 | Q1 2023 | 2 |
Advance Capital Management, Inc. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
MEITAV INVESTMENT HOUSE LTD | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.00% | 0.05% | 0.10% | Q2 2022 | Q2 2023 | 2 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Quantbot Technologies LP | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 2 |
Bangor Savings Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
OLD REPUBLIC INTERNATIONAL CORP | 2 | 2 | 0.36% | 0.39% | 0.41% | Q1 2022 | Q2 2022 | 2 |
Verdad Advisers, LP | 2 | 2 | 1.45% | 1.46% | 1.48% | Q2 2022 | Q3 2022 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 2 |
Financial Sense Advisors, Inc. | 2 | 2 | 0.09% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Allianz Asset Management GmbH | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 2 | 2 | 0.05% | 0.08% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Chiron Investment Management, LLC | 2 | 2 | 3.92% | 4.84% | 5.77% | Q3 2022 | Q4 2022 | 2 |
Coston, McIsaac & Partners | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CNB Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Marcum Wealth, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Trexquant Investment LP | 2 | 2 | 0.05% | 0.09% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Beacon Financial Advisory LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 2 | 2 | 0.30% | 0.30% | 0.30% | Q1 2022 | Q2 2022 | 2 |
TILIA FIDUCIARY PARTNERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Coronation Fund Managers Ltd. | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2023 | Q3 2023 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 2 |
Trust Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Freedom Investment Management, Inc. | 2 | 2 | 0.11% | 0.12% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Tempus Wealth Planning, LLC | 2 | 2 | 0.12% | 0.13% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Pale Fire Capital SE | 2 | 2 | 23.83% | 29.50% | 35.16% | Q2 2023 | Q3 2023 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.13% | 0.24% | 0.36% | Q4 2022 | Q2 2023 | 2 |
apricus wealth, LLC | 2 | 2 | 0.61% | 0.77% | 0.94% | Q2 2023 | Q3 2023 | 2 |
WealthPlan Investment Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
B. Riley Wealth Management, Inc. | 2 | 2 | 0.00% | 0.02% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q1 2022 | Q2 2022 | 2 |
Clarity Financial LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q3 2023 | 2 |
Addison Capital Co | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2023 | Q3 2023 | 2 |
ARVEST TRUST CO N A | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q4 2022 | 2 |
Beverly Hills Private Wealth, LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Campbell & CO Investment Adviser LLC | 1 | 1 | 0.04% | 0.14% | 0.25% | Q4 2022 | Q3 2023 | 2 |
Brown Advisory Securities, LLC | 2 | 2 | 0.27% | 0.34% | 0.41% | Q1 2022 | Q2 2022 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.02% | 0.34% | 0.67% | Q1 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.05% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
UBS OCONNOR LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Bellecapital International Ltd. | 2 | 2 | 0.10% | 0.13% | 0.15% | Q1 2022 | Q2 2022 | 2 |
WealthPLAN Partners, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q2 2023 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q3 2022 | 2 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q2 2022 | Q4 2022 | 2 |
Ramirez Asset Management, Inc. | 1 | 1 | 2.73% | 2.73% | 2.73% | Q3 2023 | Q3 2023 | 1 |
Invenomic Capital Management LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
GFS Advisors, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2023 | Q3 2023 | 1 |
KARLINSKI ANDREW C | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Choate Investment Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 0.91% | 0.91% | 0.91% | Q1 2023 | Q1 2023 | 1 |
Axiom Investment Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
NOMURA HOLDINGS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
WEST BANCORPORATION INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
AXXCESS WEALTH MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Armstrong, Fleming & Moore, Inc | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Hamilton Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Independent Family Office, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
GOODWIN DANIEL L | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Richard Bernstein Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MOORE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Kovitz Investment Group Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
WESPAC Advisors, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Callan Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Graham Capital Management, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Falcon Wealth Planning | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
FORA Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Lighthouse Investment Partners, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
ADAMS NATURAL RESOURCES FUND, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2022 | Q1 2022 | 1 |
Main Street Financial Solutions, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
AXQ CAPITAL, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
SlateStone Wealth, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
KINGS POINT CAPITAL MANAGEMENT | 1 | 1 | 1.41% | 1.41% | 1.41% | Q1 2022 | Q1 2022 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Senator Investment Group LP | 1 | 1 | 5.03% | 5.03% | 5.03% | Q2 2022 | Q2 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
MCMILLION CAPITAL MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
ROYAL LONDON ASSET MANAGEMENT LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Kalos Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
CAPSTONE INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
TRUST CO OF VIRGINIA /VA | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Fortis Group Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Keystone Financial Group | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Plan Group Financial, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Rise Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Azimuth Capital Management LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Penobscot Investment Management Company, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
ENTERPRISE FINANCIAL SERVICES CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2023 | Q1 2023 | 1 |
Enlightenment Research, LLC | 1 | 1 | 0.74% | 0.74% | 0.74% | Q1 2022 | Q1 2022 | 1 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Northern Financial Advisors Inc | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Affiance Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2022 | Q2 2022 | 1 |
BNP PARIBAS FINANCIAL MARKETS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
WEXFORD CAPITAL LP | 1 | 1 | 1.13% | 1.13% | 1.13% | Q3 2023 | Q3 2023 | 1 |
Point72 Europe (London) LLP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
WJ Interests, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
EASTERLY INVESTMENT PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2023 | Q1 2023 | 1 |
XY Capital Ltd | 1 | 1 | 1.80% | 1.80% | 1.80% | Q4 2022 | Q4 2022 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
DAYMARK WEALTH PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
BREITER CAPITAL MANAGEMENT INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Cordasco Financial Network | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Jaffetilchin Investment Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
AMERICAN NATIONAL INSURANCE CO | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
VisionPoint Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Soltis Investment Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
Standard Family Office LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
DGS Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2022 | Q4 2022 | 1 |
SailingStone Capital Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 4.12% | 4.12% | 4.12% | Q2 2022 | Q2 2022 | 1 |
Concorde Asset Management, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Ridgewood Investments LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Milestone Investment Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
First Pacific Financial | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Aventail Capital Group, LP | 1 | 1 | 3.47% | 3.47% | 3.47% | Q2 2023 | Q2 2023 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2022 | Q1 2022 | 1 |
Montecito Bank & Trust | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2023 | Q4 2023 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
BBR PARTNERS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2023 | Q3 2023 | 1 |
Templeton & Phillips Capital Management, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Csenge Advisory Group | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
XML Financial, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Governors Lane LP | 1 | 1 | 5.24% | 5.24% | 5.24% | Q3 2023 | Q3 2023 | 1 |
Roundview Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
KEATING INVESTMENT COUNSELORS INC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Cedar Brook Financial Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Majedie Asset Management Ltd | 1 | 1 | 0.71% | 0.71% | 0.71% | Q1 2022 | Q1 2022 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
AQR Capital Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Corsicana & Co. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Legacy Capital Group California, Inc. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q1 2023 | 1 |
Golden State Equity Partners | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Atom Investors LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Enterprise Trust & Investment Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
HERITAGE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Better Money Decisions, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Arlington Partners LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
INTREPID FAMILY OFFICE LLC | 1 | 1 | 10.32% | 10.32% | 10.32% | Q3 2023 | Q3 2023 | 1 |
Gotham Asset Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Stratos Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CIBC WORLD MARKETS CORP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
qPULA Trading Management LP | 1 | 1 | 1.23% | 1.23% | 1.23% | Q2 2022 | Q2 2022 | 1 |
Callodine Capital Management, LP | 1 | 1 | 1.80% | 1.80% | 1.80% | Q3 2023 | Q3 2023 | 1 |
Bromfield Sneider Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Mechanics Financial Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Cordatus Wealth Management LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Gateway Wealth Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 1.36% | 1.36% | 1.36% | Q1 2022 | Q1 2022 | 1 |
KLR INVESTMENT ADVISORS, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Fortitude Advisory Group L.L.C. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
CX Institutional | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Lineweaver Wealth Advisors, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Capital World Investors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Semmax Financial Advisors Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Summit Wealth Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Red Door Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Virtu Financial LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Genus Capital Management Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Karp Capital Management Corp | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2022 | Q3 2022 | 1 |
KINGSWOOD WEALTH ADVISORS, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
Congress Park Capital LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2022 | Q2 2022 | 1 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PDT Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Castle Hook Partners LP | 1 | 1 | 1.90% | 1.90% | 1.90% | Q3 2023 | Q3 2023 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Scott & Selber, Inc. | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2022 | Q1 2022 | 1 |
SCOPUS ASSET MANAGEMENT, L.P. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
Freedman Financial Associates, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Salient Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
Crestwood Advisors Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Riggs Asset Managment Co. Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Candriam S.C.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Wealthstream Advisors, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2021 | Q4 2021 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Geller Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
CARLSON CAPITAL L P | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2022 | Q1 2022 | 1 |
JGP Global Gestao de Recursos Ltda. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
CLIFFORD CAPITAL PARTNERS LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 1 | 1 | 1.15% | 1.15% | 1.15% | Q1 2022 | Q1 2022 | 1 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Blueshift Asset Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2022 | Q2 2022 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
OneDigital Investment Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
BENNICAS & ASSOCIATES, INC. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Atomi Financial Group, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
MKT Advisors LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
Bellwether Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Leibman Financial Services, Inc. | 1 | 1 | 1.74% | 1.74% | 1.74% | Q4 2023 | Q4 2023 | 1 |
Your Advocates Ltd., LLP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2022 | Q1 2022 | 1 |
PITTENGER & ANDERSON INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
GREATMARK INVESTMENT PARTNERS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Smith Group Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Cranbrook Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Arden Trust Co | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2022 | Q2 2022 | 1 |
Sageworth Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
OKABENA INVESTMENT SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Oxinas Partners Wealth Management LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2022 | Q1 2022 | 1 |
Egerton Capital (UK) LLP | 1 | 1 | 0.73% | 0.73% | 0.73% | Q3 2023 | Q3 2023 | 1 |
DRW SECURITIES, L.L.C. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Corsair Capital Management | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
Smart Money Group LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Clear Harbor Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
McCarthy Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2022 | Q4 2022 | 1 |
Capula Management Ltd | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2022 | Q2 2022 | 1 |
PALLADIUM PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
HighPoint Advisor Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
FOX RUN MANAGEMENT, L.L.C. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2022 | Q3 2022 | 1 |
Carnegie Capital Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Frontier Wealth Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Breakwater Capital Group | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Valued Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
Knights of Columbus Asset Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
SeaBridge Investment Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
BOSTON RESEARCH & MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
Artemis Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Castle Rock Wealth Management, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
This page lists all the filers that currently own SHELL PLC or have owned SHELL PLC in the past.