Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.08% | 2.33% | 6.50% | Q1 2012 | Q3 2023 | 138 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 1.65% | 9.76% | Q1 2013 | Q3 2023 | 128 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.19% | 1.42% | 3.32% | Q2 2013 | Q3 2023 | 126 |
ROYAL BANK OF CANADA | 42 | 42 | 0.05% | 0.78% | 2.58% | Q2 2013 | Q3 2023 | 126 |
CITIGROUP INC | 42 | 42 | 0.33% | 4.53% | 15.08% | Q2 2013 | Q3 2023 | 126 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.02% | 3.81% | 61.04% | Q2 2013 | Q3 2023 | 125 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 1.11% | 8.47% | Q1 2012 | Q3 2023 | 124 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 7.69% | 29.47% | Q2 2013 | Q3 2023 | 123 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.12% | 1.11% | Q2 2013 | Q3 2023 | 120 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.79% | 14.17% | Q2 2013 | Q3 2023 | 120 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.61% | 3.32% | Q2 2013 | Q3 2023 | 120 |
BARCLAYS PLC | 42 | 42 | 0.46% | 5.44% | 15.75% | Q2 2013 | Q3 2023 | 118 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 1.61% | 28.76% | Q2 2013 | Q3 2023 | 118 |
Jefferies Group LLC | 38 | 38 | 0.00% | 5.30% | 31.48% | Q2 2013 | Q3 2022 | 114 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 2.37% | 27.61% | Q2 2013 | Q3 2023 | 110 |
NOMURA HOLDINGS INC | 44 | 44 | 0.05% | 3.54% | 16.77% | Q4 2012 | Q3 2023 | 109 |
TWO SIGMA INVESTMENTS, LP | 41 | 41 | 0.00% | 0.36% | 2.13% | Q3 2013 | Q3 2023 | 108 |
ALLIANCEBERNSTEIN L.P. | 42 | 42 | 0.00% | 0.30% | 2.13% | Q2 2013 | Q3 2023 | 108 |
UBS Group AG | 36 | 36 | 0.16% | 1.97% | 7.59% | Q4 2014 | Q3 2023 | 108 |
CAPITAL FUND MANAGEMENT S.A. | 41 | 41 | 0.00% | 1.14% | 9.67% | Q2 2013 | Q2 2023 | 108 |
WOLVERINE ASSET MANAGEMENT LLC | 35 | 4 | 0.00% | 1.33% | 7.30% | Q2 2013 | Q3 2023 | 105 |
Walleye Trading LLC | 42 | 42 | 0.01% | 8.86% | 33.14% | Q2 2013 | Q3 2023 | 105 |
DRW Securities, LLC | 27 | 1 | 0.02% | 14.92% | 83.53% | Q2 2013 | Q3 2023 | 105 |
Paloma Partners Management Co | 42 | 42 | 0.02% | 5.99% | 32.20% | Q2 2013 | Q3 2023 | 104 |
JANE STREET GROUP, LLC | 39 | 39 | 0.01% | 1.61% | 19.38% | Q1 2014 | Q3 2023 | 103 |
Tortoise Investment Management, LLC | 44 | 44 | 0.00% | 1.57% | 4.95% | Q4 2012 | Q3 2023 | 103 |
Creative Planning | 42 | 42 | 0.00% | 0.55% | 2.81% | Q2 2013 | Q3 2023 | 103 |
CWM, LLC | 32 | 8 | 0.00% | 1.13% | 21.22% | Q3 2013 | Q3 2023 | 102 |
CAPSTONE INVESTMENT ADVISORS, LLC | 40 | 1 | 0.01% | 1.66% | 14.87% | Q2 2013 | Q3 2023 | 99 |
BALYASNY ASSET MANAGEMENT L.P. | 38 | 3 | 0.01% | 0.99% | 5.77% | Q2 2013 | Q3 2023 | 99 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.90% | 3.26% | Q2 2013 | Q3 2023 | 98 |
Citadel Advisors | 39 | 39 | 0.00% | 3.68% | 11.00% | Q1 2014 | Q3 2023 | 97 |
BlueCrest Capital Management Ltd | 37 | 37 | 0.01% | 3.25% | 21.89% | Q3 2014 | Q3 2023 | 97 |
J. Goldman & Co LP | 42 | 42 | 0.01% | 2.47% | 12.32% | Q2 2013 | Q3 2023 | 95 |
Verition Fund Management LLC | 32 | 9 | 0.00% | 1.79% | 25.62% | Q2 2013 | Q3 2023 | 95 |
Point72 Asset Management, L.P. | 38 | 38 | 0.00% | 1.56% | 9.30% | Q2 2014 | Q3 2023 | 93 |
PRELUDE CAPITAL MANAGEMENT, LLC | 43 | 43 | 0.00% | 4.32% | 26.93% | Q1 2013 | Q3 2023 | 92 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.41% | 1.54% | Q2 2013 | Q3 2023 | 92 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.00% | 0.79% | 2.34% | Q1 2009 | Q3 2023 | 91 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.50% | 10.95% | Q4 2015 | Q3 2023 | 91 |
Checchi Capital Advisers, LLC | 30 | 5 | 0.00% | 7.67% | 33.05% | Q4 2013 | Q3 2023 | 89 |
Twin Tree Management, LP | 38 | 38 | 0.01% | 9.05% | 22.45% | Q4 2012 | Q1 2022 | 88 |
M&T BANK CORP | 42 | 42 | 0.00% | 0.56% | 1.46% | Q2 2013 | Q3 2023 | 87 |
WOLVERINE TRADING, LLC | 17 | 12 | 0.00% | 5.29% | 17.99% | Q2 2016 | Q3 2023 | 87 |
Veritable, L.P. | 43 | 43 | 0.00% | 7.33% | 18.21% | Q4 2012 | Q2 2023 | 86 |
HAP Trading, LLC | 19 | 7 | 0.00% | 0.31% | 3.10% | Q2 2013 | Q3 2023 | 85 |
CLEAR STREET MARKETS LLC | 42 | 42 | 0.00% | 3.70% | 30.79% | Q2 2013 | Q3 2023 | 84 |
UBS OCONNOR LLC | 23 | 2 | 0.00% | 0.11% | 1.39% | Q2 2013 | Q3 2023 | 84 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.44% | 1.51% | Q2 2013 | Q3 2023 | 84 |
Kovitz Investment Group Partners, LLC | 31 | 31 | 0.00% | 0.25% | 1.54% | Q1 2016 | Q3 2023 | 84 |
Polar Asset Management Partners Inc. | 42 | 42 | 0.00% | 4.92% | 26.03% | Q2 2013 | Q3 2023 | 83 |
TUDOR INVESTMENT CORP ET AL | 29 | 1 | 0.01% | 9.06% | 51.90% | Q3 2013 | Q3 2023 | 82 |
TWO SIGMA SECURITIES, LLC | 28 | 7 | 0.01% | 4.67% | 21.67% | Q4 2014 | Q3 2023 | 82 |
Lido Advisors, LLC | 31 | 31 | 1.37% | 10.62% | 29.06% | Q1 2016 | Q3 2023 | 81 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 42 | 42 | 0.01% | 4.12% | 8.91% | Q2 2013 | Q3 2023 | 81 |
Bank of New York Mellon Corp | 49 | 49 | 0.00% | 1.10% | 62.68% | Q3 2011 | Q3 2023 | 80 |
Lumina Fund Management LLC | 42 | 42 | 0.13% | 43.13% | 83.14% | Q2 2013 | Q3 2023 | 78 |
Soros Fund Management | 27 | 1 | 0.02% | 3.00% | 17.94% | Q2 2013 | Q2 2023 | 77 |
SNS Financial Group, LLC | 43 | 43 | 0.01% | 5.01% | 14.86% | Q1 2013 | Q3 2023 | 76 |
Brookstone Capital Management | 40 | 40 | 0.00% | 6.37% | 47.79% | Q4 2013 | Q3 2023 | 76 |
CHILTON CAPITAL MANAGEMENT LLC | 42 | 42 | 0.04% | 0.97% | 2.00% | Q2 2013 | Q3 2023 | 75 |
Sigma Planning Corp | 36 | 36 | 0.00% | 0.66% | 2.68% | Q4 2014 | Q3 2023 | 75 |
SHELTON CAPITAL MANAGEMENT | 42 | 42 | 0.01% | 0.65% | 6.97% | Q2 2013 | Q3 2023 | 75 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 1.12% | 12.31% | Q1 2013 | Q3 2023 | 72 |
LPL Financial LLC | 42 | 42 | 0.00% | 1.46% | 4.55% | Q2 2013 | Q3 2023 | 72 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 1.20% | 2.56% | Q2 2013 | Q3 2023 | 72 |
BOOTHBAY FUND MANAGEMENT, LLC | 21 | 2 | 0.02% | 2.86% | 20.90% | Q4 2014 | Q3 2023 | 69 |
SCOGGIN MANAGEMENT LP | 15 | 4 | 0.03% | 10.23% | 41.40% | Q2 2013 | Q3 2023 | 69 |
ARGI Investment Services, LLC | 39 | 39 | 0.05% | 0.30% | 1.47% | Q2 2013 | Q4 2022 | 69 |
Bluefin Trading, LLC | 29 | 29 | 0.00% | 0.95% | 11.11% | Q2 2013 | Q2 2020 | 68 |
Stadion Money Management, LLC | 33 | 2 | 0.01% | 7.18% | 27.49% | Q2 2013 | Q3 2023 | 68 |
Laurion Capital Management LP | 17 | 1 | 0.00% | 3.50% | 28.60% | Q2 2013 | Q3 2023 | 68 |
SIGNET FINANCIAL MANAGEMENT, LLC | 36 | 36 | 0.00% | 0.36% | 1.45% | Q4 2014 | Q3 2023 | 68 |
Allen Capital Group, LLC | 20 | 3 | 0.00% | 0.68% | 7.59% | Q4 2017 | Q3 2023 | 68 |
MOORE CAPITAL MANAGEMENT, LP | 17 | 6 | 0.07% | 4.33% | 23.59% | Q2 2013 | Q3 2023 | 67 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 2.57% | 4.72% | Q2 2013 | Q3 2023 | 66 |
Luxor Capital Group, LP | 16 | 3 | 0.02% | 13.38% | 66.39% | Q2 2013 | Q3 2023 | 66 |
MAI Capital Management | 36 | 36 | 0.00% | 2.72% | 6.65% | Q4 2014 | Q3 2023 | 65 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 34 | 1 | 0.47% | 19.51% | 39.14% | Q2 2013 | Q3 2023 | 65 |
M.D. Sass, Inc. | 40 | 40 | 0.03% | 3.02% | 20.11% | Q4 2013 | Q3 2023 | 65 |
SYMMETRY PEAK MANAGEMENT LLC | 31 | 1 | 0.68% | 13.80% | 41.89% | Q2 2013 | Q3 2023 | 65 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.00% | 1.71% | 5.49% | Q4 2015 | Q3 2023 | 64 |
Institute for Wealth Management, LLC. | 26 | 11 | 0.00% | 3.92% | 30.32% | Q2 2013 | Q3 2023 | 64 |
Invesco Ltd. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 63 |
Clear Harbor Asset Management, LLC | 39 | 39 | 0.00% | 0.77% | 3.31% | Q1 2014 | Q3 2023 | 63 |
CenterStar Asset Management, LLC | 24 | 24 | 0.01% | 6.78% | 50.26% | Q4 2017 | Q3 2023 | 62 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.08% | 0.38% | Q2 2013 | Q3 2023 | 62 |
Fort Point Capital Partners LLC | 40 | 40 | 0.02% | 11.95% | 29.61% | Q4 2013 | Q3 2023 | 62 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 42 | 42 | 0.04% | 0.70% | 8.08% | Q2 2013 | Q3 2023 | 62 |
RMB Capital Management, LLC | 42 | 42 | 0.02% | 1.90% | 10.68% | Q2 2013 | Q3 2023 | 61 |
Ionic Capital Management LLC | 24 | 1 | 0.00% | 5.70% | 46.38% | Q2 2013 | Q4 2021 | 61 |
BANK OF NOVA SCOTIA | 43 | 43 | 0.01% | 1.88% | 9.64% | Q1 2013 | Q3 2023 | 60 |
Clean Yield Group | 42 | 42 | 0.00% | 2.58% | 18.14% | Q2 2013 | Q3 2023 | 60 |
Dynamic Advisor Solutions LLC | 33 | 6 | 0.00% | 0.88% | 2.61% | Q4 2013 | Q3 2023 | 60 |
Horizon Investments, LLC | 30 | 11 | 0.00% | 5.75% | 37.15% | Q2 2013 | Q3 2023 | 60 |
Partnervest Advisory Services LLC | 30 | 30 | 0.00% | 9.88% | 27.52% | Q2 2013 | Q3 2020 | 60 |
CREDIT AGRICOLE S A | 24 | 15 | 0.00% | 1.34% | 10.02% | Q2 2013 | Q3 2023 | 60 |
Pekin Hardy Strauss, Inc. | 43 | 43 | 0.04% | 4.56% | 60.64% | Q1 2013 | Q3 2023 | 60 |
Jump Trading, LLC | 14 | 9 | 0.01% | 12.95% | 41.86% | Q2 2013 | Q1 2019 | 60 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.24% | 0.98% | Q2 2013 | Q3 2023 | 60 |
AE Wealth Management LLC | 28 | 28 | 0.00% | 0.46% | 2.11% | Q4 2016 | Q3 2023 | 60 |
SIGNATUREFD, LLC | 42 | 42 | 0.00% | 0.66% | 2.34% | Q2 2013 | Q3 2023 | 60 |
Calamos Advisors LLC | 34 | 1 | 0.00% | 0.83% | 4.00% | Q2 2013 | Q3 2023 | 59 |
Rehmann Capital Advisory Group | 42 | 1 | 0.01% | 0.57% | 1.93% | Q4 2008 | Q3 2023 | 59 |
Raymond James Financial Services Advisors, Inc. | 23 | 18 | 0.00% | 1.23% | 2.84% | Q2 2013 | Q3 2023 | 58 |
Squarepoint Ops LLC | 14 | 1 | 0.00% | 1.19% | 9.78% | Q2 2015 | Q3 2023 | 58 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.00% | 0.39% | 1.80% | Q1 2017 | Q3 2023 | 58 |
Keel Point, LLC | 35 | 35 | 0.00% | 2.82% | 13.43% | Q1 2015 | Q3 2023 | 58 |
Elite Wealth Management, Inc. | 24 | 17 | 0.11% | 27.72% | 86.07% | Q3 2012 | Q3 2023 | 58 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.07% | 0.42% | Q2 2013 | Q3 2023 | 58 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 4.68% | 17.50% | Q4 2017 | Q4 2022 | 57 |
Centiva Capital, LP | 22 | 1 | 0.06% | 5.94% | 66.74% | Q4 2017 | Q3 2023 | 57 |
Linscomb & Williams, Inc. | 42 | 42 | 0.02% | 0.26% | 0.92% | Q2 2013 | Q3 2023 | 57 |
Sheaff Brock Investment Advisors, LLC | 32 | 32 | 0.00% | 8.20% | 29.17% | Q4 2015 | Q3 2023 | 57 |
Mirae Asset Global Investments Co., Ltd. | 42 | 1 | 0.02% | 0.82% | 5.88% | Q4 2008 | Q3 2023 | 56 |
Cetera Advisor Networks LLC | 43 | 43 | 0.00% | 1.36% | 2.68% | Q1 2013 | Q3 2023 | 56 |
Capital Wealth Planning, LLC | 23 | 18 | 0.00% | 3.40% | 14.22% | Q2 2013 | Q3 2023 | 56 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.00% | 1.92% | 3.07% | Q4 2012 | Q3 2023 | 56 |
XR Securities LLC | 22 | 1 | 0.02% | 22.31% | 70.97% | Q4 2017 | Q3 2023 | 56 |
Taconic Capital Advisors LP | 39 | 39 | 0.00% | 4.63% | 45.04% | Q2 2013 | Q4 2022 | 56 |
Capula Management Ltd | 21 | 21 | 0.00% | 4.50% | 21.86% | Q3 2018 | Q3 2023 | 55 |
MIZUHO SECURITIES USA LLC | 31 | 1 | 0.00% | 24.12% | 71.37% | Q2 2013 | Q3 2023 | 55 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.00% | 0.55% | 1.98% | Q3 2016 | Q3 2023 | 55 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 34 | 34 | 0.15% | 12.93% | 34.26% | Q2 2015 | Q3 2023 | 54 |
Alexandria Capital, LLC | 34 | 34 | 0.00% | 3.28% | 12.50% | Q2 2013 | Q3 2021 | 54 |
CONNING INC. | 42 | 42 | 0.00% | 1.70% | 2.74% | Q2 2013 | Q3 2023 | 54 |
SpiderRock Advisors, LLC | 27 | 27 | 0.05% | 10.10% | 32.67% | Q1 2017 | Q3 2023 | 54 |
SECURIAN ASSET MANAGEMENT, INC | 54 | 54 | 0.15% | 0.50% | 2.22% | Q2 2010 | Q3 2023 | 54 |
Westchester Capital Management, LLC | 44 | 44 | 0.60% | 4.51% | 11.82% | Q4 2012 | Q3 2023 | 54 |
HBK INVESTMENTS L P | 16 | 1 | 0.05% | 12.74% | 55.88% | Q2 2013 | Q3 2023 | 54 |
CSS LLC/IL | 11 | 1 | 0.01% | 0.47% | 1.86% | Q1 2014 | Q3 2023 | 53 |
Cetera Investment Advisers | 32 | 32 | 0.00% | 0.93% | 3.60% | Q4 2015 | Q3 2023 | 53 |
Dakota Wealth Management | 36 | 36 | 0.00% | 1.12% | 2.80% | Q4 2014 | Q3 2023 | 53 |
MARINER INVESTMENT GROUP LLC | 15 | 3 | 0.00% | 2.68% | 43.55% | Q2 2013 | Q1 2023 | 53 |
PEAK6 Investments LLC | 21 | 21 | 0.00% | 1.22% | 7.65% | Q3 2018 | Q3 2023 | 53 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 1.92% | 6.99% | Q4 2013 | Q3 2023 | 53 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.48% | 1.55% | Q2 2013 | Q3 2019 | 52 |
PICTON MAHONEY ASSET MANAGEMENT | 25 | 10 | 0.00% | 0.98% | 16.27% | Q4 2014 | Q3 2023 | 52 |
Laird Norton Wetherby Wealth Management, LLC | 42 | 42 | 0.04% | 1.09% | 3.40% | Q2 2013 | Q3 2023 | 52 |
LUMINUS MANAGEMENT LLC | 16 | 2 | 0.05% | 4.85% | 15.75% | Q3 2013 | Q2 2021 | 52 |
PATHSTONE FAMILY OFFICE, LLC | 31 | 1 | 0.00% | 2.97% | 43.54% | Q2 2013 | Q3 2023 | 52 |
TWO SIGMA ADVISERS, LP | 23 | 2 | 0.00% | 0.99% | 5.52% | Q2 2013 | Q3 2023 | 52 |
Fiera Capital Corp | 42 | 42 | 0.00% | 0.26% | 0.89% | Q2 2013 | Q3 2023 | 52 |
NWAM LLC | 46 | 46 | 0.04% | 0.49% | 0.94% | Q2 2012 | Q3 2023 | 51 |
GLENMEDE TRUST CO NA | 45 | 2 | 0.33% | 0.95% | 2.40% | Q3 2010 | Q3 2023 | 51 |
Lombard Odier Asset Management (USA) Corp | 9 | 1 | 0.01% | 3.05% | 22.66% | Q3 2013 | Q3 2023 | 51 |
DSC Advisors, L.P. | 15 | 1 | 0.00% | 8.66% | 60.50% | Q2 2013 | Q1 2022 | 51 |
Sanders Capital, LLC | 48 | 3 | 0.05% | 1.03% | 2.88% | Q4 2010 | Q3 2023 | 51 |
Financial Architects, Inc | 36 | 4 | 0.02% | 0.46% | 0.95% | Q2 2013 | Q2 2023 | 50 |
Interval Partners, LP | 38 | 38 | 0.12% | 4.09% | 12.78% | Q2 2014 | Q3 2023 | 50 |
PEAK6 Group LLC | 21 | 21 | 0.00% | 0.34% | 1.64% | Q2 2013 | Q2 2018 | 50 |
Hilltop Holdings Inc. | 41 | 41 | 0.06% | 1.42% | 4.72% | Q3 2013 | Q3 2023 | 50 |
Lavaca Capital LLC | 20 | 20 | 0.23% | 13.58% | 51.32% | Q4 2018 | Q3 2023 | 50 |
Bach Option Ltd | 17 | 17 | 0.79% | 13.66% | 32.00% | Q4 2015 | Q4 2019 | 50 |
EXENCIAL WEALTH ADVISORS, LLC | 33 | 9 | 0.00% | 0.85% | 1.57% | Q1 2013 | Q3 2023 | 50 |
Cetera Advisors LLC | 42 | 42 | 0.00% | 2.19% | 4.74% | Q2 2013 | Q3 2023 | 49 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 42 | 42 | 0.00% | 18.54% | 31.40% | Q2 2013 | Q3 2023 | 49 |
Meritage Group LP | 23 | 1 | 0.01% | 10.44% | 28.85% | Q2 2013 | Q3 2023 | 49 |
PRICE T ROWE ASSOCIATES INC /MD/ | 37 | 3 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 49 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.06% | 3.30% | 6.53% | Q2 2013 | Q3 2023 | 49 |
BROWN ADVISORY INC | 42 | 42 | 0.00% | 0.36% | 0.70% | Q2 2013 | Q3 2023 | 49 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.37% | 0.76% | Q2 2013 | Q3 2023 | 49 |
Allianz Asset Management GmbH | 42 | 42 | 0.01% | 0.82% | 3.12% | Q2 2013 | Q3 2023 | 48 |
Foresight Wealth Management, LLC | 16 | 16 | 0.10% | 12.73% | 72.63% | Q4 2018 | Q3 2022 | 48 |
ExodusPoint Capital Management, LP | 18 | 1 | 0.02% | 3.48% | 20.94% | Q4 2018 | Q3 2023 | 48 |
MV CAPITAL MANAGEMENT, INC. | 36 | 36 | 0.01% | 0.16% | 0.45% | Q4 2014 | Q3 2023 | 48 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.00% | 0.69% | 1.18% | Q2 2013 | Q3 2023 | 48 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.12% | 0.87% | 7.29% | Q2 2013 | Q3 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.53% | 1.12% | 1.60% | Q4 2010 | Q3 2022 | 48 |
JANA PARTNERS LLC | 22 | 2 | 0.00% | 7.03% | 30.30% | Q2 2013 | Q2 2023 | 48 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.01% | 0.64% | 1.29% | Q2 2013 | Q3 2023 | 48 |
Manchester Capital Management LLC | 38 | 38 | 0.03% | 11.95% | 17.14% | Q2 2014 | Q3 2023 | 48 |
BRAVE ASSET MANAGEMENT INC | 40 | 40 | 0.14% | 2.41% | 7.28% | Q4 2013 | Q3 2023 | 48 |
MARSHALL WACE, LLP | 10 | 1 | 0.00% | 0.43% | 1.91% | Q4 2015 | Q3 2023 | 48 |
MONETA GROUP INVESTMENT ADVISORS LLC | 45 | 45 | 0.00% | 1.72% | 4.46% | Q3 2012 | Q3 2023 | 48 |
FRONTIER INVESTMENT MGMT CO | 28 | 28 | 0.02% | 1.73% | 24.52% | Q3 2013 | Q2 2020 | 47 |
Zhang Financial LLC | 47 | 47 | 0.60% | 1.24% | 1.53% | Q1 2012 | Q3 2023 | 47 |
COWEN INC. | 14 | 1 | 0.00% | 2.08% | 13.01% | Q1 2013 | Q2 2019 | 47 |
DAVENPORT & Co LLC | 42 | 42 | 0.02% | 0.23% | 2.04% | Q2 2013 | Q3 2023 | 47 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.00% | 0.99% | 1.62% | Q2 2013 | Q3 2023 | 47 |
SHEPHERD KAPLAN KROCHUK, LLC | 19 | 14 | 0.07% | 2.53% | 12.76% | Q2 2013 | Q1 2022 | 47 |
MCF Advisors LLC | 40 | 7 | 1.33% | 9.89% | 17.82% | Q4 2011 | Q3 2023 | 47 |
SHUFRO ROSE & CO LLC | 42 | 42 | 0.00% | 0.06% | 0.41% | Q2 2013 | Q3 2023 | 47 |
Seven Post Investment Office LP | 42 | 42 | 1.21% | 14.38% | 41.40% | Q2 2013 | Q3 2023 | 47 |
PROFFITT & GOODSON INC | 42 | 42 | 0.01% | 20.07% | 32.78% | Q2 2013 | Q3 2023 | 47 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.00% | 3.70% | 7.30% | Q2 2013 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.52% | 2.51% | 5.03% | Q1 2012 | Q3 2023 | 47 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.64% | 1.82% | Q2 2013 | Q3 2023 | 47 |
Smith & Howard Wealth Management, LLC | 42 | 42 | 0.00% | 0.62% | 2.10% | Q2 2013 | Q3 2023 | 47 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 40 | 40 | 0.00% | 0.57% | 1.25% | Q4 2013 | Q3 2023 | 47 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.01% | 13.68% | 51.70% | Q4 2013 | Q1 2018 | 46 |
Valmark Advisers, Inc. | 24 | 1 | 0.01% | 0.05% | 0.10% | Q1 2016 | Q3 2023 | 46 |
HBK Sorce Advisory LLC | 42 | 42 | 0.01% | 0.27% | 0.51% | Q2 2013 | Q3 2023 | 46 |
HOURGLASS CAPITAL, LLC | 42 | 42 | 0.10% | 1.67% | 21.17% | Q2 2013 | Q3 2023 | 46 |
QCM Cayman, Ltd. | 13 | 1 | 0.08% | 2.54% | 7.98% | Q2 2013 | Q3 2021 | 46 |
PointState Capital LP | 29 | 29 | 0.00% | 8.71% | 51.72% | Q3 2016 | Q3 2023 | 46 |
Evercore Wealth Management, LLC | 42 | 42 | 0.20% | 0.83% | 1.37% | Q2 2013 | Q3 2023 | 46 |
Ballentine Partners, LLC | 42 | 42 | 0.00% | 3.69% | 5.77% | Q2 2013 | Q3 2023 | 46 |
Perigon Wealth Management, LLC | 27 | 1 | 0.00% | 2.13% | 5.31% | Q3 2011 | Q3 2023 | 46 |
D. E. Shaw & Co., Inc. | 42 | 42 | 0.06% | 0.27% | 1.12% | Q2 2013 | Q3 2023 | 46 |
Mariner, LLC | 42 | 42 | 0.00% | 1.62% | 3.37% | Q2 2013 | Q3 2023 | 46 |
Kovack Advisors, Inc. | 39 | 39 | 0.00% | 4.19% | 13.58% | Q1 2014 | Q3 2023 | 46 |
Sequoia Financial Advisors, LLC | 40 | 40 | 0.00% | 0.45% | 0.99% | Q4 2013 | Q3 2023 | 46 |
HMS Capital Management, LLC | 29 | 29 | 0.54% | 11.21% | 21.64% | Q3 2016 | Q3 2023 | 46 |
StrategIQ Financial Group, LLC | 32 | 32 | 0.00% | 0.72% | 3.36% | Q4 2015 | Q3 2023 | 46 |
Regal Investment Advisors LLC | 27 | 1 | 0.00% | 1.52% | 2.47% | Q2 2013 | Q3 2023 | 45 |
Gryphon Financial Partners LLC | 24 | 24 | 0.03% | 2.08% | 3.67% | Q4 2017 | Q3 2023 | 45 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 34 | 34 | 0.00% | 0.02% | 0.16% | Q3 2014 | Q4 2022 | 45 |
King Wealth Management Group | 42 | 42 | 0.00% | 7.51% | 12.19% | Q2 2013 | Q3 2023 | 45 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.00% | 9.88% | 20.40% | Q3 2017 | Q3 2023 | 45 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.76% | 1.18% | Q1 2013 | Q3 2023 | 45 |
TELEMUS CAPITAL, LLC | 41 | 41 | 0.00% | 3.12% | 5.70% | Q3 2013 | Q3 2023 | 45 |
Empyrean Capital Partners, LP | 27 | 1 | 1.95% | 12.46% | 39.91% | Q2 2013 | Q1 2023 | 45 |
BRIGHTON JONES LLC | 26 | 15 | 0.00% | 0.74% | 1.20% | Q2 2013 | Q3 2023 | 45 |
BBT Capital Management, LLC | 22 | 22 | 0.08% | 3.73% | 15.04% | Q2 2013 | Q3 2018 | 45 |
GFS Advisors, LLC | 42 | 42 | 0.13% | 3.22% | 12.01% | Q2 2013 | Q3 2023 | 45 |
Bienville Capital Management, LLC | 23 | 1 | 0.00% | 9.01% | 35.56% | Q4 2014 | Q3 2023 | 45 |
Eos Management, L.P. | 42 | 42 | 0.08% | 14.09% | 38.60% | Q2 2013 | Q3 2023 | 45 |
Destination Wealth Management | 41 | 1 | 0.00% | 0.17% | 0.33% | Q1 2013 | Q3 2023 | 45 |
OPTIMUM INVESTMENT ADVISORS | 34 | 7 | 0.00% | 2.95% | 5.25% | Q3 2013 | Q4 2023 | 45 |
FineMark National Bank & Trust | 42 | 42 | 0.09% | 4.65% | 5.90% | Q2 2013 | Q3 2023 | 44 |
WMS Partners, LLC | 27 | 12 | 0.03% | 0.25% | 0.70% | Q2 2013 | Q3 2023 | 44 |
BRIGADE CAPITAL MANAGEMENT, LP | 30 | 1 | 0.30% | 21.27% | 71.28% | Q2 2013 | Q3 2022 | 44 |
East Coast Asset Management, LLC. | 44 | 44 | 0.52% | 1.02% | 1.70% | Q4 2012 | Q3 2023 | 44 |
Capstone Financial Advisors, Inc. | 40 | 40 | 0.02% | 0.48% | 1.53% | Q4 2013 | Q3 2023 | 44 |
MAPLELANE CAPITAL, LLC | 8 | 1 | 0.00% | 6.13% | 21.57% | Q2 2013 | Q2 2023 | 44 |
PAYDEN & RYGEL | 41 | 41 | 0.01% | 1.23% | 17.39% | Q2 2013 | Q2 2023 | 44 |
SUNTRUST BANKS INC | 26 | 26 | 0.00% | 1.35% | 3.44% | Q2 2013 | Q3 2019 | 44 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 42 | 42 | 0.00% | 1.03% | 2.59% | Q2 2013 | Q3 2023 | 44 |
Wind River Trust Co | 44 | 44 | 4.77% | 10.08% | 18.72% | Q4 2012 | Q3 2023 | 44 |
New England Private Wealth Advisors LLC | 44 | 44 | 1.84% | 4.86% | 6.50% | Q4 2012 | Q3 2023 | 44 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 42 | 2 | 0.34% | 1.03% | 1.30% | Q2 2010 | Q3 2023 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.32% | 0.69% | 0.90% | Q4 2012 | Q3 2023 | 44 |
BEACH INVESTMENT COUNSEL INC/PA | 44 | 44 | 0.16% | 0.45% | 0.88% | Q1 2013 | Q4 2023 | 44 |
CPWM, LLC | 44 | 44 | 0.43% | 1.57% | 3.07% | Q4 2011 | Q3 2022 | 44 |
SFMG, LLC | 42 | 42 | 0.01% | 4.53% | 14.41% | Q2 2013 | Q3 2023 | 44 |
LVW Advisors, LLC | 36 | 36 | 0.08% | 0.41% | 1.76% | Q4 2014 | Q3 2023 | 44 |
TCI Wealth Advisors, Inc. | 44 | 44 | 0.35% | 0.93% | 1.84% | Q4 2012 | Q3 2023 | 44 |
Citizens Business Bank | 44 | 44 | 0.43% | 1.35% | 2.19% | Q4 2012 | Q3 2023 | 44 |
BRYN MAWR TRUST Co | 43 | 43 | 1.16% | 1.63% | 2.44% | Q1 2013 | Q3 2023 | 43 |
Ameritas Investment Partners, Inc. | 42 | 42 | 0.06% | 0.48% | 0.99% | Q2 2013 | Q3 2023 | 43 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 42 | 42 | 0.00% | 0.15% | 0.44% | Q2 2013 | Q3 2023 | 43 |
BALDWIN BROTHERS LLC/MA | 43 | 43 | 0.09% | 0.20% | 0.36% | Q2 2013 | Q4 2023 | 43 |
Daiwa Securities Group Inc. | 21 | 5 | 0.00% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 43 |
CARRET ASSET MANAGEMENT, LLC | 43 | 43 | 0.10% | 0.47% | 0.77% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.20% | 0.66% | Q1 2013 | Q3 2023 | 43 |
Stelac Advisory Services LLC | 42 | 1 | 7.03% | 19.06% | 39.03% | Q4 2012 | Q3 2023 | 43 |
WELCH CAPITAL PARTNERS LLC/NY | 42 | 42 | 0.07% | 17.16% | 52.66% | Q2 2013 | Q3 2023 | 43 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 43 | 43 | 0.02% | 0.06% | 0.10% | Q1 2013 | Q3 2023 | 43 |
Stairway Partners, LLC | 43 | 43 | 7.40% | 11.30% | 53.08% | Q2 2013 | Q4 2023 | 43 |
Harbour Capital Advisors, LLC | 31 | 12 | 0.65% | 0.82% | 1.11% | Q1 2013 | Q4 2023 | 43 |
CACTI ASSET MANAGEMENT LLC | 43 | 43 | 0.03% | 0.70% | 1.02% | Q2 2013 | Q4 2023 | 43 |
Berkshire Money Management, Inc. | 43 | 43 | 8.06% | 18.51% | 30.98% | Q1 2013 | Q3 2023 | 43 |
Peregrine Asset Advisers, Inc. | 43 | 43 | 0.17% | 0.88% | 3.02% | Q1 2013 | Q3 2023 | 43 |
Ancora Advisors LLC | 42 | 42 | 0.00% | 0.41% | 2.20% | Q2 2013 | Q3 2023 | 43 |
ASPIRIANT, LLC | 42 | 42 | 0.01% | 3.86% | 12.01% | Q2 2013 | Q3 2023 | 43 |
Crestwood Advisors Group, LLC | 42 | 42 | 0.00% | 1.29% | 3.29% | Q2 2013 | Q3 2023 | 43 |
COLDSTREAM CAPITAL MANAGEMENT INC | 37 | 4 | 0.02% | 1.43% | 2.90% | Q2 2013 | Q3 2023 | 43 |
SIGMA INVESTMENT COUNSELORS INC | 42 | 42 | 0.37% | 0.73% | 0.97% | Q2 2013 | Q3 2023 | 43 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.00% | 1.11% | 2.65% | Q2 2015 | Q3 2023 | 43 |
First National Bank of Mount Dora, Trust Investment Services | 43 | 43 | 2.91% | 3.77% | 5.85% | Q2 2013 | Q4 2023 | 43 |
Montecito Bank & Trust | 43 | 43 | 1.19% | 3.53% | 6.41% | Q2 2013 | Q4 2023 | 43 |
PUTNAM INVESTMENTS LLC | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 43 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.01% | 1.00% | 1.84% | Q2 2013 | Q3 2023 | 43 |
Goelzer Investment Management, Inc. | 43 | 43 | 0.88% | 1.85% | 3.96% | Q1 2013 | Q3 2023 | 43 |
SHEETS SMITH WEALTH MANAGEMENT | 43 | 43 | 0.21% | 0.56% | 4.66% | Q1 2013 | Q3 2023 | 43 |
Capital Analysts, LLC | 29 | 14 | 0.00% | 0.33% | 0.84% | Q4 2012 | Q3 2023 | 43 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.01% | 0.04% | 0.19% | Q2 2013 | Q3 2023 | 43 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.06% | 0.52% | 0.86% | Q2 2013 | Q3 2023 | 43 |
Moors & Cabot, Inc. | 39 | 39 | 0.00% | 0.37% | 0.60% | Q1 2014 | Q3 2023 | 43 |
Ulysses Management LLC | 30 | 2 | 0.88% | 29.52% | 52.45% | Q2 2013 | Q3 2023 | 43 |
PRIVATE TRUST CO NA | 43 | 43 | 0.44% | 1.54% | 2.58% | Q1 2013 | Q3 2023 | 43 |
QUANTUM CAPITAL MANAGEMENT | 30 | 30 | 0.00% | 0.85% | 3.12% | Q2 2013 | Q3 2020 | 43 |
MYCIO WEALTH PARTNERS, LLC | 42 | 42 | 0.28% | 6.69% | 10.35% | Q2 2013 | Q3 2023 | 43 |
Goldstein Munger & Associates | 43 | 43 | 0.46% | 1.63% | 4.16% | Q1 2012 | Q3 2022 | 43 |
Retirement Systems of Alabama | 43 | 43 | 0.40% | 0.47% | 0.66% | Q1 2013 | Q3 2023 | 43 |
Geller Advisors LLC | 42 | 42 | 0.27% | 33.16% | 55.08% | Q2 2013 | Q3 2023 | 43 |
HM PAYSON & CO | 42 | 42 | 0.46% | 1.10% | 7.95% | Q2 2013 | Q3 2023 | 42 |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.18% | 0.56% | 1.48% | Q2 2013 | Q3 2023 | 42 |
DELTA ASSET MANAGEMENT LLC/TN | 42 | 42 | 0.01% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.24% | 0.70% | 1.10% | Q2 2013 | Q3 2023 | 42 |
Schonfeld Strategic Advisors LLC | 23 | 1 | 0.00% | 0.75% | 6.67% | Q1 2016 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.14% | 0.28% | 0.77% | Q2 2013 | Q3 2023 | 42 |
Apriem Advisors | 42 | 42 | 0.24% | 1.17% | 2.93% | Q2 2013 | Q3 2023 | 42 |
Modera Wealth Management, LLC | 42 | 42 | 0.21% | 0.64% | 1.16% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.54% | 1.08% | 2.27% | Q2 2013 | Q3 2023 | 42 |
PENINSULA ASSET MANAGEMENT INC | 42 | 42 | 0.87% | 1.05% | 1.58% | Q2 2013 | Q3 2023 | 42 |
GOULD ASSET MANAGEMENT LLC /CA/ | 42 | 42 | 30.74% | 38.31% | 47.07% | Q2 2013 | Q3 2023 | 42 |
FIRST CITIZENS BANK & TRUST CO | 42 | 42 | 0.11% | 1.52% | 5.33% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 2.32% | 4.71% | 7.40% | Q2 2013 | Q3 2023 | 42 |
KLINGENSTEIN FIELDS & CO LP | 42 | 42 | 0.24% | 0.59% | 1.61% | Q2 2013 | Q3 2023 | 42 |
FRONT BARNETT ASSOCIATES LLC | 42 | 42 | 0.41% | 0.55% | 0.66% | Q2 2013 | Q3 2023 | 42 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 42 | 42 | 1.78% | 4.82% | 11.50% | Q2 2013 | Q3 2023 | 42 |
Gradient Investments LLC | 42 | 42 | 0.02% | 3.18% | 20.98% | Q2 2013 | Q3 2023 | 42 |
Cubic Asset Management, LLC | 42 | 42 | 0.54% | 0.72% | 0.86% | Q2 2013 | Q3 2023 | 42 |
CHURCHILL MANAGEMENT Corp | 42 | 42 | 0.34% | 7.87% | 19.63% | Q2 2013 | Q3 2023 | 42 |
CAPITAL CITY TRUST CO/FL | 42 | 42 | 0.36% | 0.73% | 2.58% | Q2 2013 | Q3 2023 | 42 |
SouthState Corp | 42 | 42 | 0.07% | 0.66% | 1.06% | Q2 2013 | Q3 2023 | 42 |
Birch Hill Investment Advisors LLC | 42 | 42 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Annex Advisory Services, LLC | 42 | 42 | 0.18% | 0.60% | 7.12% | Q2 2013 | Q3 2023 | 42 |
WEATHERLY ASSET MANAGEMENT L. P. | 42 | 42 | 0.09% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
DUBUQUE BANK & TRUST CO | 42 | 42 | 0.26% | 0.97% | 3.08% | Q2 2013 | Q3 2023 | 42 |
Aviance Capital Partners, LLC | 42 | 42 | 0.22% | 0.37% | 0.55% | Q2 2013 | Q3 2023 | 42 |
MAIRS & POWER INC | 42 | 42 | 0.03% | 0.09% | 0.31% | Q2 2013 | Q3 2023 | 42 |
WELCH & FORBES LLC | 42 | 42 | 0.14% | 0.24% | 0.40% | Q2 2013 | Q3 2023 | 42 |
BURKE & HERBERT BANK & TRUST CO | 42 | 42 | 2.28% | 4.80% | 6.65% | Q2 2013 | Q3 2023 | 42 |
National Mutual Insurance Federation of Agricultural Cooperatives | 42 | 42 | 8.29% | 18.75% | 34.64% | Q2 2013 | Q3 2023 | 42 |
Windsor Capital Management, LLC | 42 | 42 | 0.16% | 2.65% | 4.42% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.03% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 42 |
Asset Management One Co., Ltd. | 42 | 42 | 0.06% | 0.77% | 1.78% | Q2 2013 | Q3 2023 | 42 |
FIRST MERCHANTS CORP | 42 | 42 | 0.34% | 0.54% | 0.95% | Q2 2013 | Q3 2023 | 42 |
CAPE COD FIVE CENTS SAVINGS BANK | 42 | 42 | 0.24% | 0.31% | 0.41% | Q2 2013 | Q3 2023 | 42 |
MISSION WEALTH MANAGEMENT, LP | 34 | 34 | 0.00% | 0.48% | 0.82% | Q2 2015 | Q3 2023 | 42 |
Hudock, Inc. | 42 | 42 | 0.00% | 0.08% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Greenwich Wealth Management LLC | 42 | 42 | 1.68% | 14.01% | 37.07% | Q2 2013 | Q3 2023 | 42 |
WEBSTER BANK, N. A. | 42 | 42 | 6.65% | 9.84% | 11.51% | Q2 2013 | Q3 2023 | 42 |
Atria Investments, Inc | 42 | 42 | 0.88% | 3.19% | 8.90% | Q2 2013 | Q3 2023 | 42 |
DEUTSCHE BANK AG\ | 24 | 6 | 0.00% | 0.49% | 3.24% | Q3 2013 | Q3 2023 | 42 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.04% | 0.09% | 0.22% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.42% | 0.89% | 2.44% | Q2 2013 | Q3 2023 | 42 |
Legal & General Group Plc | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
JOHNSON INVESTMENT COUNSEL INC | 42 | 42 | 0.45% | 0.70% | 0.89% | Q2 2013 | Q3 2023 | 42 |
CHATHAM CAPITAL GROUP, INC. | 42 | 42 | 0.19% | 0.56% | 1.59% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.49% | 0.86% | 2.72% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.86% | 1.21% | 2.50% | Q2 2013 | Q3 2023 | 42 |
Benin Management CORP | 42 | 42 | 3.13% | 22.87% | 40.09% | Q2 2013 | Q3 2023 | 42 |
MONETTA FINANCIAL SERVICES INC | 42 | 42 | 7.01% | 10.73% | 15.55% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 1.76% | 2.76% | 3.68% | Q2 2013 | Q3 2023 | 42 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 42 | 42 | 1.09% | 4.16% | 7.06% | Q2 2013 | Q3 2023 | 42 |
SENTINEL TRUST CO LBA | 42 | 42 | 1.42% | 3.53% | 8.80% | Q2 2013 | Q3 2023 | 42 |
PINNACLE FINANCIAL PARTNERS INC | 42 | 42 | 1.57% | 2.82% | 4.30% | Q2 2013 | Q3 2023 | 42 |
FIRST HAWAIIAN BANK | 42 | 42 | 1.16% | 3.87% | 7.44% | Q2 2013 | Q3 2023 | 42 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.37% | 2.69% | 6.17% | Q2 2013 | Q3 2023 | 42 |
FOSTER DYKEMA CABOT & CO INC/MA | 42 | 42 | 9.55% | 16.48% | 22.41% | Q2 2013 | Q3 2023 | 42 |
Accuvest Global Advisors | 42 | 42 | 0.22% | 12.52% | 37.80% | Q2 2013 | Q3 2023 | 42 |
B & T Capital Management DBA Alpha Capital Management | 42 | 42 | 0.39% | 1.02% | 5.47% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON CAPITAL MANAGEMENT, INC | 42 | 42 | 0.58% | 3.65% | 6.21% | Q2 2013 | Q3 2023 | 42 |
Fisher Asset Management, LLC | 42 | 42 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 42 |
DUNCKER STREETT & CO INC | 42 | 42 | 0.17% | 1.02% | 4.36% | Q2 2013 | Q3 2023 | 42 |
Van Cleef Asset Management,Inc | 42 | 42 | 0.82% | 1.17% | 1.90% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.35% | 0.67% | 1.49% | Q2 2013 | Q3 2023 | 42 |
AMI INVESTMENT MANAGEMENT INC | 42 | 42 | 2.23% | 6.82% | 19.40% | Q2 2013 | Q3 2023 | 42 |
Family Capital Trust Co | 42 | 42 | 0.23% | 0.79% | 1.70% | Q2 2013 | Q3 2023 | 42 |
Norinchukin Bank, The | 42 | 42 | 14.48% | 20.98% | 27.37% | Q2 2013 | Q3 2023 | 42 |
EASTERN BANK | 42 | 42 | 3.54% | 4.97% | 8.58% | Q2 2013 | Q3 2023 | 42 |
MOGY JOEL R INVESTMENT COUNSEL INC | 42 | 42 | 0.08% | 0.14% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Bison Wealth, LLC | 36 | 36 | 0.02% | 1.79% | 3.04% | Q4 2014 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.04% | 0.10% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.12% | 0.17% | 0.26% | Q2 2013 | Q4 2023 | 42 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42 | 42 | 0.03% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Retirement Planning Group, LLC | 42 | 42 | 0.06% | 0.35% | 1.17% | Q2 2013 | Q3 2023 | 42 |
PETTYJOHN, WOOD & WHITE, INC | 42 | 42 | 1.13% | 3.56% | 4.65% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.58% | 1.30% | 2.68% | Q2 2013 | Q3 2023 | 42 |
EAGLE GLOBAL ADVISORS LLC | 42 | 42 | 0.03% | 0.11% | 0.42% | Q2 2013 | Q3 2023 | 42 |
Miller Investment Management, LP | 42 | 42 | 18.29% | 30.85% | 47.71% | Q2 2013 | Q3 2023 | 42 |
WADE G W & INC | 42 | 42 | 1.48% | 2.43% | 4.74% | Q2 2013 | Q3 2023 | 42 |
Drexel Morgan & Co. | 42 | 42 | 0.88% | 2.57% | 8.94% | Q2 2013 | Q3 2023 | 42 |
NORTHSTAR ASSET MANAGEMENT LLC | 42 | 42 | 1.46% | 2.12% | 2.51% | Q2 2013 | Q3 2023 | 42 |
Jasper Ridge Partners, L.P. | 42 | 42 | 0.44% | 1.00% | 3.72% | Q2 2013 | Q3 2023 | 42 |
BOKF, NA | 32 | 9 | 0.09% | 1.29% | 1.81% | Q2 2013 | Q3 2023 | 42 |
Gilman Hill Asset Management, LLC | 42 | 42 | 0.25% | 0.85% | 1.79% | Q2 2013 | Q3 2023 | 42 |
JONES FINANCIAL COMPANIES LLLP | 42 | 42 | 0.05% | 0.16% | 0.31% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 8.93% | 10.18% | 12.24% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.09% | 0.47% | 0.98% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.16% | 0.38% | 2.42% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.12% | 0.36% | 0.57% | Q2 2013 | Q3 2023 | 42 |
TOMPKINS FINANCIAL CORP | 32 | 10 | 0.01% | 0.18% | 0.50% | Q2 2013 | Q4 2023 | 42 |
BOSTON FAMILY OFFICE LLC | 42 | 42 | 2.18% | 2.41% | 2.74% | Q2 2013 | Q3 2023 | 42 |
Cohen Klingenstein LLC | 42 | 42 | 3.36% | 7.51% | 14.83% | Q2 2013 | Q3 2023 | 42 |
RBF Capital, LLC | 29 | 12 | 1.29% | 4.97% | 6.81% | Q2 2013 | Q3 2023 | 42 |
SEGALL BRYANT & HAMILL, LLC | 35 | 7 | 0.07% | 0.10% | 0.13% | Q1 2013 | Q3 2023 | 42 |
Legacy Wealth Management, Inc | 42 | 42 | 0.37% | 0.59% | 1.73% | Q2 2013 | Q3 2023 | 42 |
Renaissance Investment Group LLC | 42 | 42 | 0.36% | 0.59% | 1.27% | Q2 2013 | Q3 2023 | 42 |
Tower Research Capital LLC (TRC) | 42 | 42 | 0.10% | 14.74% | 60.39% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.30% | 0.78% | 1.14% | Q2 2013 | Q3 2023 | 42 |
WHITE PINE CAPITAL LLC | 42 | 42 | 0.01% | 1.22% | 1.82% | Q2 2013 | Q3 2023 | 42 |
Choate Investment Advisors | 42 | 42 | 1.10% | 1.41% | 1.98% | Q2 2013 | Q3 2023 | 42 |
PRUDENTIAL FINANCIAL INC | 42 | 42 | 0.44% | 0.75% | 1.22% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 3.58% | 5.60% | 7.40% | Q2 2013 | Q3 2023 | 42 |
Allworth Financial LP | 42 | 42 | 0.06% | 0.91% | 4.34% | Q2 2013 | Q3 2023 | 42 |
1834 INVESTMENT ADVISORS CO | 42 | 42 | 0.27% | 0.37% | 0.80% | Q2 2013 | Q3 2023 | 42 |
Portland Global Advisors LLC | 42 | 42 | 10.30% | 15.86% | 19.24% | Q2 2013 | Q3 2023 | 42 |
CADINHA & CO LLC | 42 | 42 | 0.16% | 1.06% | 7.40% | Q2 2013 | Q3 2023 | 42 |
EDGAR LOMAX CO/VA | 42 | 42 | 0.02% | 0.08% | 0.16% | Q2 2013 | Q3 2023 | 42 |
KAYS FINANCIAL ADVISORY CORP /ADV | 28 | 28 | 0.02% | 7.07% | 12.40% | Q4 2013 | Q3 2020 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.11% | 5.44% | 9.88% | Q2 2013 | Q3 2023 | 42 |
Parkside Financial Bank & Trust | 42 | 42 | 0.10% | 0.41% | 0.69% | Q2 2013 | Q3 2023 | 42 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.29% | 0.73% | 1.26% | Q2 2013 | Q3 2023 | 42 |
EQUITEC PROPRIETARY MARKETS, LLC | 11 | 1 | 0.00% | 18.39% | 61.29% | Q4 2014 | Q3 2023 | 42 |
IMA Wealth, Inc. | 42 | 42 | 0.16% | 0.21% | 0.31% | Q2 2013 | Q3 2023 | 42 |
Estate Counselors, LLC | 42 | 42 | 0.40% | 5.29% | 9.37% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.08% | 0.30% | 0.54% | Q2 2013 | Q3 2023 | 42 |
NATIXIS ADVISORS, L.P. | 42 | 42 | 0.07% | 0.74% | 3.11% | Q2 2013 | Q3 2023 | 42 |
LS Investment Advisors, LLC | 42 | 42 | 0.09% | 0.15% | 0.27% | Q2 2013 | Q3 2023 | 42 |
Marquette Asset Management, LLC | 42 | 42 | 0.54% | 2.84% | 4.63% | Q2 2013 | Q3 2023 | 42 |
Penobscot Investment Management Company, Inc. | 42 | 42 | 0.28% | 1.23% | 1.82% | Q2 2013 | Q3 2023 | 42 |
PineBridge Investments, L.P. | 42 | 42 | 0.14% | 0.69% | 1.97% | Q2 2013 | Q3 2023 | 42 |
Segment Wealth Management, LLC | 42 | 42 | 0.17% | 2.06% | 3.48% | Q2 2013 | Q3 2023 | 42 |
Evanson Asset Management, LLC | 40 | 40 | 0.00% | 1.30% | 1.68% | Q4 2013 | Q3 2023 | 42 |
BRAUN STACEY ASSOCIATES INC | 42 | 42 | 0.17% | 0.34% | 0.46% | Q2 2013 | Q3 2023 | 42 |
SPINNAKER TRUST | 42 | 42 | 0.46% | 0.64% | 0.89% | Q2 2013 | Q3 2023 | 42 |
MOODY LYNN & LIEBERSON, LLC | 42 | 42 | 0.21% | 1.38% | 5.16% | Q2 2013 | Q3 2023 | 42 |
METROPOLITAN LIFE INSURANCE CO/NY | 42 | 42 | 1.13% | 2.05% | 4.82% | Q2 2013 | Q3 2023 | 42 |
COURIER CAPITAL LLC | 42 | 42 | 0.63% | 1.14% | 1.66% | Q2 2013 | Q3 2023 | 42 |
Reynders McVeigh Capital Management, LLC | 42 | 42 | 0.11% | 0.26% | 0.72% | Q2 2013 | Q3 2023 | 42 |
GREENLEAF TRUST | 42 | 42 | 0.03% | 0.11% | 0.46% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.70% | 0.91% | 1.42% | Q2 2013 | Q3 2023 | 42 |
BLACKHILL CAPITAL INC | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
KANAWHA CAPITAL MANAGEMENT LLC | 42 | 42 | 0.40% | 0.56% | 0.85% | Q2 2013 | Q3 2023 | 42 |
First Washington CORP | 42 | 42 | 2.16% | 6.40% | 9.36% | Q2 2013 | Q3 2023 | 42 |
Chesley Taft & Associates LLC | 42 | 42 | 0.87% | 1.32% | 1.71% | Q2 2013 | Q3 2023 | 42 |
Oxbow Advisors, LLC | 42 | 42 | 0.07% | 0.19% | 0.39% | Q2 2013 | Q3 2023 | 42 |
ROCKLAND TRUST CO | 42 | 42 | 0.10% | 0.25% | 0.55% | Q2 2013 | Q3 2023 | 42 |
WAFRA INC. | 42 | 42 | 0.81% | 11.32% | 35.87% | Q2 2013 | Q3 2023 | 42 |
MACKENZIE FINANCIAL CORP | 38 | 38 | 0.00% | 1.17% | 2.39% | Q2 2014 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 42 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 42 | 42 | 0.38% | 0.59% | 1.13% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.19% | 3.65% | 4.92% | Q2 2013 | Q3 2023 | 42 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 42 | 42 | 0.59% | 1.59% | 3.26% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 3.19% | 5.33% | 9.44% | Q2 2013 | Q3 2023 | 42 |
Chevy Chase Trust Holdings, LLC | 42 | 42 | 0.07% | 0.29% | 0.66% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 42 | 42 | 0.12% | 0.51% | 1.53% | Q2 2013 | Q3 2023 | 42 |
NAVELLIER & ASSOCIATES INC | 23 | 19 | 0.03% | 0.44% | 2.15% | Q4 2012 | Q3 2023 | 42 |
AMARILLO NATIONAL BANK | 42 | 42 | 4.20% | 8.68% | 12.51% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.30% | 0.77% | 1.91% | Q2 2013 | Q3 2023 | 42 |
ATALANTA SOSNOFF CAPITAL, LLC | 42 | 42 | 0.06% | 0.46% | 1.82% | Q2 2013 | Q3 2023 | 42 |
Accredited Investors Inc. | 42 | 42 | 0.17% | 0.46% | 1.02% | Q2 2013 | Q3 2023 | 42 |
Newman Dignan & Sheerar, Inc. | 42 | 42 | 0.03% | 0.50% | 0.93% | Q2 2013 | Q3 2023 | 42 |
Caprock Group, LLC | 36 | 36 | 0.01% | 1.64% | 10.34% | Q4 2014 | Q3 2023 | 42 |
ROBERTS GLORE & CO INC /IL/ | 42 | 42 | 0.48% | 1.32% | 1.85% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.67% | 3.12% | 4.82% | Q2 2013 | Q3 2023 | 42 |
PEAPACK GLADSTONE FINANCIAL CORP | 42 | 42 | 1.03% | 1.57% | 1.83% | Q2 2013 | Q3 2023 | 42 |
SHAPIRO CAPITAL MANAGEMENT LLC | 42 | 42 | 0.09% | 0.37% | 2.19% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.50% | 0.85% | 1.38% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 7.48% | 9.42% | 11.86% | Q2 2013 | Q3 2023 | 42 |
PITCAIRN CO | 42 | 42 | 0.03% | 0.24% | 0.98% | Q2 2013 | Q3 2023 | 42 |
CONNABLE OFFICE INC | 42 | 42 | 7.62% | 13.65% | 21.48% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.13% | 0.95% | Q2 2013 | Q3 2023 | 42 |
FIRST UNITED BANK & TRUST | 42 | 42 | 1.36% | 3.89% | 7.33% | Q2 2013 | Q3 2023 | 42 |
AXIS CAPITAL HOLDINGS LTD | 42 | 42 | 14.65% | 45.12% | 86.92% | Q2 2013 | Q3 2023 | 42 |
PROFESSIONAL ADVISORY SERVICES INC | 42 | 42 | 0.09% | 0.18% | 0.26% | Q2 2013 | Q3 2023 | 42 |
NBW CAPITAL LLC | 42 | 42 | 0.86% | 2.60% | 7.09% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.74% | 0.91% | 1.20% | Q2 2013 | Q3 2023 | 42 |
Palisades Hudson Asset Management, L.P. | 42 | 42 | 8.04% | 15.48% | 23.52% | Q2 2013 | Q3 2023 | 42 |
GUARDIAN CAPITAL ADVISORS LP | 42 | 42 | 0.38% | 0.56% | 1.14% | Q2 2013 | Q3 2023 | 42 |
FMR LLC | 42 | 42 | 0.14% | 0.17% | 0.38% | Q2 2013 | Q3 2023 | 42 |
WATERS PARKERSON & CO., LLC | 42 | 42 | 0.09% | 0.13% | 0.17% | Q2 2013 | Q3 2023 | 42 |
NOVARE CAPITAL MANAGEMENT LLC | 42 | 42 | 1.60% | 3.59% | 5.75% | Q2 2013 | Q3 2023 | 42 |
CULBERTSON A N & CO INC | 42 | 42 | 0.26% | 0.33% | 0.56% | Q2 2013 | Q3 2023 | 42 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.06% | 0.17% | 0.46% | Q2 2013 | Q3 2023 | 42 |
BANK OF HAWAII | 42 | 42 | 4.76% | 6.70% | 13.14% | Q2 2013 | Q3 2023 | 42 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.00% | 1.06% | 3.25% | Q2 2013 | Q3 2020 | 42 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 42 | 42 | 0.04% | 0.10% | 0.51% | Q2 2013 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.01% | 0.21% | 0.35% | Q2 2013 | Q3 2023 | 42 |
Tufton Capital Management | 42 | 42 | 0.30% | 0.40% | 0.65% | Q2 2013 | Q3 2023 | 42 |
BSW Wealth Partners | 42 | 42 | 2.70% | 8.79% | 18.47% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.60% | 2.26% | 3.50% | Q2 2013 | Q3 2023 | 42 |
Telos Capital Management, Inc. | 42 | 42 | 0.04% | 0.24% | 0.59% | Q2 2013 | Q3 2023 | 42 |
BOSTON RESEARCH & MANAGEMENT INC | 42 | 42 | 0.84% | 1.19% | 1.98% | Q2 2013 | Q3 2023 | 42 |
MERITAGE PORTFOLIO MANAGEMENT | 42 | 42 | 0.32% | 0.45% | 0.74% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.10% | 0.16% | 0.35% | Q2 2013 | Q3 2023 | 42 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 42 | 42 | 0.06% | 0.15% | 0.36% | Q2 2013 | Q3 2023 | 42 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 42 | 42 | 2.29% | 3.82% | 6.95% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 3.04% | 3.85% | 4.68% | Q2 2013 | Q3 2023 | 42 |
Global Endowment Management, LP | 42 | 42 | 1.76% | 4.54% | 7.85% | Q2 2013 | Q3 2023 | 42 |
MCRAE CAPITAL MANAGEMENT INC | 42 | 42 | 0.06% | 0.13% | 0.21% | Q2 2013 | Q3 2023 | 42 |
JFS WEALTH ADVISORS, LLC | 42 | 42 | 0.04% | 0.37% | 1.52% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 3.67% | 6.18% | 13.85% | Q2 2013 | Q3 2023 | 42 |
Aull & Monroe Investment Management Corp | 42 | 42 | 0.53% | 0.71% | 0.97% | Q2 2013 | Q3 2023 | 42 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 42 | 42 | 0.36% | 0.64% | 1.09% | Q2 2013 | Q3 2023 | 42 |
ST GERMAIN D J CO INC | 39 | 3 | 0.01% | 1.28% | 4.12% | Q2 2013 | Q4 2023 | 42 |
Waverly Advisors, LLC | 42 | 42 | 0.35% | 0.89% | 3.18% | Q2 2013 | Q3 2023 | 42 |
CAPTRUST FINANCIAL ADVISORS | 42 | 42 | 0.98% | 19.79% | 49.34% | Q2 2013 | Q3 2023 | 42 |
PANAGORA ASSET MANAGEMENT INC | 42 | 42 | 0.00% | 0.08% | 0.32% | Q2 2013 | Q3 2023 | 42 |
Corsair Capital Management | 42 | 42 | 0.80% | 2.96% | 6.25% | Q2 2013 | Q3 2023 | 42 |
JAMES INVESTMENT RESEARCH INC | 42 | 42 | 0.02% | 0.08% | 0.27% | Q2 2013 | Q3 2023 | 42 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.00% | 1.33% | 2.30% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.66% | 2.61% | 4.07% | Q2 2013 | Q3 2023 | 42 |
Horrell Capital Management, Inc. | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
CONTINENTAL ADVISORS LLC | 42 | 42 | 1.77% | 9.05% | 26.04% | Q2 2013 | Q3 2023 | 42 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 42 | 42 | 0.20% | 0.31% | 0.60% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.12% | 0.28% | 0.76% | Q2 2013 | Q3 2023 | 42 |
Dorsey & Whitney Trust CO LLC | 42 | 42 | 0.34% | 1.35% | 2.70% | Q2 2013 | Q3 2023 | 42 |
Smith, Salley & Associates | 42 | 42 | 0.05% | 1.23% | 3.94% | Q2 2013 | Q3 2023 | 42 |
PERRITT CAPITAL MANAGEMENT INC | 42 | 42 | 0.80% | 2.91% | 7.15% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.47% | 0.58% | 0.77% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.08% | 0.24% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.60% | 1.52% | 2.19% | Q2 2013 | Q3 2023 | 42 |
Sageworth Trust Co | 42 | 42 | 9.51% | 15.67% | 24.32% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.24% | 0.58% | 3.48% | Q2 2013 | Q3 2023 | 42 |
Savant Capital, LLC | 42 | 42 | 0.35% | 0.64% | 0.83% | Q2 2013 | Q3 2023 | 42 |
NTV ASSET MANAGEMENT LLC | 42 | 42 | 2.83% | 5.12% | 7.55% | Q2 2013 | Q3 2023 | 42 |
COHEN & STEERS, INC. | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.17% | 0.54% | 0.79% | Q2 2013 | Q3 2023 | 42 |
DAVIS R M INC | 42 | 42 | 0.22% | 0.87% | 3.78% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.14% | 0.22% | 0.33% | Q2 2013 | Q3 2023 | 42 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.02% | 0.06% | 0.11% | Q2 2013 | Q3 2023 | 42 |
FIRST FINANCIAL CORP /IN/ | 42 | 42 | 0.06% | 0.13% | 0.22% | Q2 2013 | Q3 2023 | 42 |
Bridgewater Associates | 42 | 42 | 2.57% | 17.93% | 29.28% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.76% | 1.45% | 1.91% | Q2 2013 | Q3 2023 | 42 |
Strategic Point Investment Advisors, LLC | 42 | 42 | 0.60% | 24.44% | 33.38% | Q2 2013 | Q3 2023 | 42 |
Carlson Capital Management | 42 | 42 | 0.11% | 0.30% | 0.52% | Q2 2013 | Q3 2023 | 42 |
CIBC Asset Management Inc | 42 | 42 | 0.24% | 1.24% | 2.27% | Q2 2013 | Q3 2023 | 42 |
Skylands Capital, LLC | 42 | 42 | 0.01% | 0.20% | 1.83% | Q2 2013 | Q3 2023 | 42 |
BARINGS LLC | 14 | 1 | 0.01% | 9.75% | 35.96% | Q4 2013 | Q3 2023 | 42 |
1ST SOURCE BANK | 42 | 42 | 2.98% | 3.93% | 5.12% | Q2 2013 | Q3 2023 | 42 |
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | 42 | 42 | 0.06% | 0.77% | 2.45% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.07% | 0.14% | 0.18% | Q2 2013 | Q3 2023 | 42 |
FIRST AMERICAN TRUST, FSB | 42 | 42 | 0.12% | 0.31% | 1.19% | Q2 2013 | Q3 2023 | 42 |
Laffer Tengler Investments, Inc. | 42 | 42 | 0.01% | 0.40% | 1.50% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.32% | 0.44% | 0.56% | Q2 2013 | Q3 2023 | 42 |
America First Investment Advisors, LLC | 42 | 42 | 0.02% | 0.23% | 0.62% | Q2 2013 | Q3 2023 | 42 |
Hills Bank & Trust Co | 42 | 42 | 11.21% | 15.10% | 17.34% | Q2 2013 | Q3 2023 | 42 |
Ledyard National Bank | 42 | 42 | 0.03% | 0.52% | 0.87% | Q2 2013 | Q3 2023 | 42 |
ALLSTATE CORP | 42 | 42 | 1.34% | 6.72% | 23.12% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 42 | 42 | 0.12% | 3.07% | 13.61% | Q2 2013 | Q3 2023 | 42 |
ICONIQ Capital, LLC | 41 | 1 | 0.00% | 0.31% | 0.84% | Q1 2013 | Q3 2023 | 42 |
Baldwin Investment Management, LLC | 42 | 42 | 0.52% | 0.64% | 0.97% | Q2 2013 | Q3 2023 | 42 |
PRIO WEALTH LIMITED PARTNERSHIP | 42 | 42 | 0.40% | 1.13% | 1.50% | Q2 2013 | Q3 2023 | 42 |
JMG Financial Group, Ltd. | 42 | 42 | 5.80% | 8.96% | 12.19% | Q2 2013 | Q3 2023 | 42 |
FAS Wealth Partners, Inc. | 40 | 40 | 0.13% | 0.36% | 0.81% | Q4 2013 | Q3 2023 | 42 |
BBR PARTNERS, LLC | 42 | 42 | 18.92% | 30.88% | 47.19% | Q2 2013 | Q3 2023 | 42 |
AXA S.A. | 42 | 42 | 0.01% | 0.08% | 0.81% | Q2 2013 | Q3 2023 | 42 |
Legacy Private Trust Co. | 42 | 42 | 0.05% | 0.18% | 0.39% | Q2 2013 | Q3 2023 | 42 |
Essex Financial Services, Inc. | 42 | 42 | 0.30% | 1.06% | 1.74% | Q2 2013 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.29% | 0.89% | 1.50% | Q2 2013 | Q3 2023 | 42 |
EXCALIBUR MANAGEMENT CORP | 42 | 42 | 0.46% | 1.37% | 3.61% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.66% | 0.83% | 1.01% | Q2 2013 | Q3 2023 | 42 |
Sand Hill Global Advisors, LLC | 42 | 42 | 11.70% | 16.88% | 24.56% | Q2 2013 | Q3 2023 | 42 |
Main Management LLC | 42 | 42 | 11.56% | 16.78% | 26.57% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 1.57% | 2.07% | 2.59% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.28% | 0.43% | 0.77% | Q2 2013 | Q3 2023 | 42 |
TAURUS ASSET MANAGEMENT, LLC | 42 | 42 | 0.83% | 1.15% | 2.30% | Q2 2013 | Q3 2023 | 42 |
EVERETT HARRIS & CO /CA/ | 42 | 42 | 0.02% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 42 |
BOK Financial Private Wealth, Inc. | 42 | 42 | 0.05% | 0.16% | 0.32% | Q2 2013 | Q3 2023 | 42 |
CONNORS INVESTOR SERVICES INC | 42 | 42 | 5.44% | 8.22% | 13.58% | Q2 2013 | Q3 2023 | 42 |
CONGRESS ASSET MANAGEMENT CO /MA | 42 | 42 | 0.01% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 42 |
Exchange Capital Management, Inc. | 42 | 42 | 0.23% | 0.77% | 2.70% | Q2 2013 | Q3 2023 | 42 |
Cypress Capital Group | 42 | 42 | 0.18% | 0.51% | 1.43% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 1.38% | 1.67% | 2.29% | Q2 2013 | Q3 2023 | 42 |
SOL Capital Management CO | 42 | 42 | 0.10% | 0.51% | 1.66% | Q2 2013 | Q3 2023 | 42 |
Acropolis Investment Management, LLC | 42 | 42 | 0.04% | 0.13% | 0.28% | Q2 2013 | Q3 2023 | 42 |
TD ASSET MANAGEMENT INC | 42 | 42 | 0.86% | 3.97% | 7.77% | Q2 2013 | Q3 2023 | 42 |
Evensky & Katz LLC | 42 | 42 | 0.04% | 0.19% | 0.29% | Q2 2013 | Q3 2023 | 42 |
Bangor Savings Bank | 42 | 42 | 0.07% | 0.18% | 0.38% | Q2 2013 | Q3 2023 | 42 |
BANK OF NOVA SCOTIA TRUST CO | 42 | 42 | 0.10% | 0.14% | 0.19% | Q2 2013 | Q3 2023 | 42 |
OLD NATIONAL BANCORP /IN/ | 42 | 42 | 0.84% | 1.31% | 2.70% | Q2 2013 | Q3 2023 | 42 |
COHEN LAWRENCE B | 42 | 42 | 1.19% | 3.93% | 8.70% | Q2 2013 | Q3 2023 | 42 |
Coastline Trust Co | 42 | 42 | 0.17% | 0.37% | 1.52% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 1.05% | 2.85% | 6.83% | Q2 2013 | Q3 2023 | 42 |
First City Capital Management, Inc. | 30 | 11 | 0.00% | 1.02% | 3.20% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 1.86% | 2.40% | 3.40% | Q2 2013 | Q3 2023 | 42 |
McKinley Carter Wealth Services, Inc. | 42 | 42 | 0.12% | 0.25% | 0.48% | Q2 2013 | Q3 2023 | 42 |
WASHINGTON TRUST Co | 42 | 42 | 0.65% | 2.30% | 4.32% | Q2 2013 | Q3 2023 | 42 |
BIRINYI ASSOCIATES INC | 42 | 42 | 9.83% | 13.71% | 20.91% | Q2 2013 | Q3 2023 | 42 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.10% | 0.28% | 0.50% | Q2 2013 | Q3 2023 | 42 |
OBERWEIS ASSET MANAGEMENT INC/ | 42 | 42 | 0.16% | 0.41% | 0.81% | Q2 2013 | Q3 2023 | 42 |
Financial Advisory Group | 42 | 42 | 10.01% | 16.07% | 25.46% | Q2 2013 | Q3 2023 | 42 |
BAILARD, INC. | 31 | 10 | 0.00% | 4.84% | 12.32% | Q2 2013 | Q3 2023 | 42 |
GREAT LAKES ADVISORS, LLC | 42 | 42 | 0.04% | 0.15% | 0.54% | Q2 2013 | Q3 2023 | 42 |
Ramsay, Stattman, Vela & Price, Inc. | 42 | 42 | 0.48% | 0.74% | 1.37% | Q2 2013 | Q3 2023 | 42 |
NEW ENGLAND ASSET MANAGEMENT INC | 42 | 42 | 1.23% | 2.70% | 16.37% | Q2 2013 | Q3 2023 | 42 |
Smithfield Trust Co | 42 | 42 | 0.31% | 0.70% | 1.54% | Q2 2013 | Q3 2023 | 42 |
PITTENGER & ANDERSON INC | 42 | 42 | 0.12% | 0.23% | 0.41% | Q2 2013 | Q3 2023 | 42 |
CONDOR CAPITAL MANAGEMENT | 42 | 42 | 2.90% | 4.47% | 6.49% | Q2 2013 | Q3 2023 | 42 |
Aspen Investment Management Inc | 42 | 42 | 2.24% | 6.66% | 11.68% | Q2 2013 | Q3 2023 | 42 |
Wallington Asset Management, LLC | 42 | 42 | 0.38% | 0.78% | 2.66% | Q2 2013 | Q3 2023 | 42 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 42 | 42 | 0.09% | 4.70% | 16.59% | Q2 2013 | Q3 2023 | 42 |
First Heartland Consultants, Inc. | 42 | 42 | 0.24% | 2.04% | 6.67% | Q2 2013 | Q3 2023 | 42 |
HANCOCK WHITNEY CORP | 42 | 42 | 0.07% | 0.40% | 0.91% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL BANK SIOUX FALLS | 42 | 42 | 0.28% | 1.40% | 2.66% | Q2 2013 | Q3 2023 | 42 |
Bell Bank | 42 | 42 | 0.19% | 7.75% | 21.74% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.04% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 42 |
DT Investment Partners, LLC | 42 | 42 | 15.68% | 19.42% | 22.35% | Q2 2013 | Q3 2023 | 42 |
Spears Abacus Advisors LLC | 42 | 42 | 0.16% | 0.39% | 0.66% | Q2 2013 | Q3 2023 | 42 |
Aristotle Capital Management, LLC | 42 | 42 | 0.02% | 0.19% | 1.64% | Q2 2013 | Q3 2023 | 42 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 42 | 42 | 0.12% | 0.28% | 0.80% | Q2 2013 | Q3 2023 | 42 |
CAMBRIDGE TRUST CO | 42 | 42 | 0.03% | 0.34% | 0.87% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q3 2023 | 42 |
ZACKS INVESTMENT MANAGEMENT | 42 | 42 | 0.01% | 0.25% | 1.21% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.41% | 0.97% | 1.87% | Q2 2013 | Q3 2023 | 42 |
Nadler Financial Group, Inc. | 42 | 42 | 1.53% | 5.25% | 13.61% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF OKLAHOMA | 28 | 13 | 0.20% | 1.87% | 4.57% | Q2 2013 | Q3 2023 | 41 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 36 | 5 | 0.00% | 0.15% | 0.38% | Q2 2013 | Q3 2023 | 41 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 40 | 1 | 0.13% | 0.25% | 0.48% | Q2 2013 | Q3 2023 | 41 |
SUN LIFE FINANCIAL INC | 32 | 9 | 1.53% | 35.10% | 57.54% | Q2 2013 | Q3 2023 | 41 |
CUMBERLAND ADVISORS INC | 29 | 12 | 1.67% | 8.50% | 23.66% | Q2 2013 | Q3 2023 | 41 |
PRUDENTIAL PLC | 41 | 41 | 0.00% | 0.06% | 0.85% | Q3 2013 | Q3 2023 | 41 |
First Personal Financial Services | 35 | 35 | 0.05% | 0.23% | 0.47% | Q1 2015 | Q3 2023 | 41 |
K.J. Harrison & Partners Inc | 27 | 14 | 0.42% | 1.18% | 3.22% | Q2 2013 | Q3 2023 | 41 |
Chanos & Co LP | 19 | 1 | 0.04% | 7.68% | 38.46% | Q2 2013 | Q4 2022 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.00% | 0.02% | 0.15% | Q3 2013 | Q3 2023 | 41 |
UMB Bank, n.a. | 38 | 3 | 0.01% | 0.05% | 0.17% | Q2 2013 | Q3 2023 | 41 |
JCIC Asset Management Inc. | 36 | 5 | 0.01% | 0.15% | 0.55% | Q2 2013 | Q3 2023 | 41 |
HOLLENCREST CAPITAL MANAGEMENT | 40 | 40 | 0.00% | 11.05% | 16.91% | Q4 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.77% | 1.44% | 2.02% | Q2 2013 | Q3 2023 | 41 |
Janney Capital Management LLC | 30 | 11 | 0.10% | 2.78% | 9.78% | Q2 2013 | Q3 2023 | 41 |
BANQUE PICTET & CIE SA | 40 | 40 | 0.04% | 1.43% | 3.36% | Q4 2013 | Q3 2023 | 41 |
EP Wealth Advisors, LLC | 41 | 41 | 0.00% | 1.14% | 2.86% | Q3 2013 | Q3 2023 | 41 |
WealthPLAN Partners, LLC | 21 | 1 | 0.00% | 0.23% | 1.12% | Q1 2015 | Q4 2023 | 41 |
FORVIS Wealth Advisors, LLC | 41 | 41 | 0.05% | 0.31% | 0.90% | Q3 2013 | Q3 2023 | 41 |
HOWE & RUSLING INC | 38 | 3 | 0.61% | 1.11% | 2.44% | Q2 2013 | Q3 2023 | 41 |
COLONY GROUP LLC | 41 | 41 | 0.58% | 0.75% | 1.56% | Q3 2013 | Q3 2023 | 41 |
SCS Capital Management LLC | 39 | 2 | 1.02% | 3.87% | 8.69% | Q2 2013 | Q3 2023 | 41 |
BANK HAPOALIM BM | 40 | 40 | 1.02% | 5.03% | 10.25% | Q4 2013 | Q3 2023 | 41 |
Endurance Wealth Management, Inc. | 41 | 41 | 0.07% | 0.13% | 0.32% | Q2 2013 | Q2 2023 | 41 |
ALBION FINANCIAL GROUP /UT | 31 | 10 | 1.34% | 1.44% | 1.58% | Q2 2013 | Q3 2023 | 41 |
Alaska Permanent Capital Management | 32 | 9 | 13.41% | 18.44% | 22.46% | Q2 2013 | Q3 2023 | 41 |
SAWGRASS ASSET MANAGEMENT LLC | 34 | 7 | 0.01% | 0.03% | 0.23% | Q2 2013 | Q3 2023 | 41 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 40 | 40 | 0.01% | 13.74% | 45.16% | Q4 2013 | Q3 2023 | 41 |
First Financial Bank - Trust Division | 41 | 41 | 2.62% | 4.42% | 7.36% | Q4 2013 | Q4 2023 | 41 |
Homrich & Berg | 33 | 33 | 0.01% | 0.87% | 2.49% | Q3 2013 | Q3 2021 | 41 |
Krilogy Financial LLC | 32 | 32 | 0.01% | 0.26% | 0.62% | Q4 2015 | Q3 2023 | 41 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.80% | 5.99% | Q2 2013 | Q1 2017 | 41 |
MARCO INVESTMENT MANAGEMENT LLC | 41 | 41 | 0.26% | 1.12% | 1.56% | Q3 2013 | Q3 2023 | 41 |
GW HENSSLER & ASSOCIATES LTD | 33 | 8 | 0.07% | 0.28% | 1.96% | Q2 2013 | Q3 2023 | 41 |
ACG Wealth | 36 | 1 | 0.01% | 0.29% | 0.58% | Q2 2013 | Q3 2022 | 41 |
Poplar Forest Capital LLC | 40 | 1 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 41 |
Bollard Group LLC | 41 | 41 | 0.01% | 0.05% | 1.68% | Q3 2013 | Q3 2023 | 41 |
Perella Weinberg Partners Capital Management LP | 34 | 3 | 0.85% | 9.08% | 27.32% | Q2 2013 | Q3 2023 | 41 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 34 | 7 | 0.02% | 0.15% | 0.86% | Q2 2013 | Q3 2023 | 41 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 25 | 16 | 0.63% | 0.94% | 1.55% | Q2 2013 | Q3 2023 | 41 |
CYPRESS ASSET MANAGEMENT INC/TX | 41 | 41 | 0.20% | 0.30% | 0.42% | Q2 2013 | Q2 2023 | 41 |
WealthTrust Axiom LLC | 40 | 1 | 0.09% | 0.13% | 0.23% | Q2 2013 | Q3 2023 | 41 |
OMERS ADMINISTRATION Corp | 32 | 9 | 0.33% | 0.74% | 2.18% | Q2 2013 | Q3 2023 | 41 |
Diversified Investment Strategies, LLC | 35 | 6 | 0.27% | 0.54% | 0.85% | Q2 2013 | Q3 2023 | 41 |
Baltimore-Washington Financial Advisors, Inc. | 31 | 7 | 0.00% | 0.88% | 1.72% | Q4 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.10% | 0.25% | 1.07% | Q2 2013 | Q2 2023 | 41 |
Pentwater Capital Management LP | 15 | 2 | 0.00% | 1.96% | 11.78% | Q2 2013 | Q3 2023 | 41 |
MIDDLETON & CO INC/MA | 39 | 2 | 0.29% | 0.46% | 0.79% | Q2 2013 | Q3 2023 | 41 |
Karpus Management, Inc. | 24 | 17 | 0.02% | 2.02% | 9.26% | Q2 2013 | Q3 2023 | 41 |
Point72 Hong Kong Ltd | 8 | 1 | 0.21% | 4.42% | 21.97% | Q3 2014 | Q3 2023 | 41 |
MCMILLION CAPITAL MANAGEMENT INC | 41 | 41 | 0.37% | 1.48% | 3.33% | Q2 2013 | Q2 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 4.00% | 18.66% | Q3 2013 | Q3 2023 | 41 |
Freestone Capital Holdings, LLC | 33 | 2 | 0.02% | 5.53% | 88.30% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.09% | 0.51% | 1.48% | Q2 2013 | Q3 2023 | 41 |
Aureus Asset Management, LLC | 37 | 4 | 0.05% | 0.47% | 1.14% | Q2 2013 | Q3 2023 | 41 |
Capital Planning Advisors, LLC | 36 | 36 | 0.00% | 0.30% | 0.52% | Q4 2014 | Q3 2023 | 41 |
Prospera Financial Services Inc | 23 | 18 | 0.27% | 1.01% | 1.94% | Q2 2013 | Q3 2023 | 41 |
EVERMAY WEALTH MANAGEMENT LLC | 40 | 40 | 0.12% | 9.67% | 29.47% | Q4 2013 | Q3 2023 | 41 |
Diversified Trust Co | 37 | 1 | 2.58% | 4.41% | 9.18% | Q2 2013 | Q4 2023 | 41 |
AlphaMark Advisors, LLC | 38 | 3 | 0.01% | 1.87% | 5.24% | Q2 2013 | Q3 2023 | 41 |
OARSMAN CAPITAL, INC. | 27 | 14 | 0.19% | 0.33% | 0.66% | Q2 2013 | Q3 2023 | 41 |
Cornerstone Capital, Inc. | 41 | 41 | 0.04% | 0.13% | 1.30% | Q3 2013 | Q3 2023 | 41 |
Brookfield Asset Management | 12 | 1 | 0.01% | 0.44% | 3.00% | Q2 2013 | Q2 2023 | 41 |
ABNER HERRMAN & BROCK LLC | 41 | 41 | 0.05% | 0.11% | 0.60% | Q3 2013 | Q3 2023 | 41 |
Clark Capital Management Group, Inc. | 28 | 13 | 0.00% | 1.79% | 12.83% | Q2 2013 | Q3 2023 | 41 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 27 | 14 | 0.11% | 0.29% | 0.94% | Q2 2013 | Q3 2023 | 41 |
HOWLAND CAPITAL MANAGEMENT LLC | 41 | 41 | 0.84% | 1.04% | 1.48% | Q3 2013 | Q3 2023 | 41 |
WBH ADVISORY INC | 38 | 3 | 0.55% | 1.62% | 13.47% | Q2 2013 | Q3 2023 | 41 |
Swan Global Investments, LLC | 40 | 40 | 8.16% | 16.12% | 50.50% | Q4 2013 | Q3 2023 | 41 |
KELLEHER FINANCIAL ADVISORS | 23 | 18 | 0.16% | 0.63% | 1.37% | Q2 2013 | Q3 2023 | 41 |
CITY HOLDING CO | 40 | 40 | 0.22% | 0.55% | 0.88% | Q4 2013 | Q3 2023 | 40 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.01% | 0.05% | 0.19% | Q4 2013 | Q3 2023 | 40 |
Compagnie Lombard Odier SCmA | 40 | 40 | 0.18% | 0.32% | 0.66% | Q4 2013 | Q3 2023 | 40 |
Regis Management CO LLC | 40 | 40 | 0.41% | 0.62% | 1.29% | Q1 2013 | Q4 2022 | 40 |
Court Place Advisors, LLC | 40 | 40 | 0.08% | 0.13% | 0.16% | Q4 2013 | Q3 2023 | 40 |
GREENWOOD GEARHART INC | 38 | 2 | 0.03% | 0.11% | 0.25% | Q3 2013 | Q3 2023 | 40 |
HERITAGE INVESTORS MANAGEMENT CORP | 40 | 40 | 0.02% | 0.09% | 0.18% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.03% | 0.37% | 1.17% | Q2 2013 | Q3 2023 | 40 |
SHAKER INVESTMENTS LLC/OH | 40 | 40 | 0.51% | 0.73% | 1.67% | Q4 2013 | Q3 2023 | 40 |
IRON Financial LLC | 40 | 40 | 2.86% | 8.37% | 25.89% | Q4 2013 | Q3 2023 | 40 |
Wunderlich Capital Managemnt | 40 | 40 | 0.89% | 2.09% | 12.49% | Q4 2013 | Q3 2023 | 40 |
PARTHENON LLC | 40 | 40 | 0.06% | 0.14% | 0.17% | Q4 2013 | Q3 2023 | 40 |
1832 Asset Management L.P. | 38 | 38 | 0.00% | 3.08% | 38.87% | Q1 2014 | Q2 2023 | 40 |
Vigilant Capital Management, LLC | 30 | 10 | 0.01% | 0.09% | 0.17% | Q2 2013 | Q2 2023 | 40 |
Blue Fin Capital, Inc. | 40 | 40 | 0.43% | 1.00% | 1.49% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.25% | 1.29% | 3.18% | Q4 2013 | Q3 2023 | 40 |
PEAVINE CAPITAL, LLC | 40 | 40 | 35.96% | 40.85% | 47.71% | Q4 2013 | Q3 2023 | 40 |
Parsec Financial Management, Inc. | 40 | 40 | 0.04% | 0.14% | 0.32% | Q2 2013 | Q1 2023 | 40 |
Edge Wealth Management LLC | 23 | 2 | 0.02% | 0.28% | 0.65% | Q2 2013 | Q3 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.02% | 0.40% | 1.00% | Q4 2013 | Q3 2023 | 40 |
Bouchey Financial Group Ltd | 40 | 40 | 1.34% | 2.61% | 5.58% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.02% | 0.28% | 0.73% | Q4 2013 | Q4 2023 | 40 |
E&G Advisors, LP | 40 | 40 | 0.24% | 1.41% | 2.89% | Q4 2013 | Q3 2023 | 40 |
WASHINGTON TRUST BANK | 40 | 40 | 0.00% | 0.14% | 0.64% | Q4 2013 | Q3 2023 | 40 |
St. Johns Investment Management Company, LLC | 39 | 39 | 0.01% | 4.82% | 7.00% | Q1 2014 | Q3 2023 | 40 |
Sterneck Capital Management, LLC | 20 | 4 | 0.00% | 2.68% | 6.46% | Q2 2013 | Q3 2023 | 40 |
Bridgecreek Investment Management, LLC | 27 | 13 | 0.03% | 0.63% | 1.45% | Q2 2013 | Q3 2023 | 40 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q4 2016 | 40 |
NAPLES GLOBAL ADVISORS, LLC | 40 | 40 | 0.35% | 0.67% | 1.08% | Q4 2013 | Q3 2023 | 40 |
Waldron Private Wealth LLC | 40 | 40 | 1.54% | 3.11% | 5.74% | Q4 2013 | Q3 2023 | 40 |
STALEY CAPITAL ADVISERS INC | 35 | 5 | 0.03% | 0.07% | 0.32% | Q3 2013 | Q3 2023 | 40 |
VICUS CAPITAL | 40 | 40 | 0.05% | 0.55% | 1.10% | Q4 2013 | Q3 2023 | 40 |
PICTET BANK & TRUST Ltd | 40 | 40 | 2.16% | 18.00% | 29.65% | Q4 2013 | Q3 2023 | 40 |
Aldebaran Financial Inc. | 40 | 40 | 1.43% | 2.86% | 4.14% | Q4 2013 | Q3 2023 | 40 |
American Investment Services, Inc. | 40 | 40 | 0.12% | 1.51% | 2.67% | Q4 2013 | Q3 2023 | 40 |
AMERICAN ASSET MANAGEMENT INC. | 33 | 1 | 1.96% | 32.70% | 78.22% | Q2 2013 | Q3 2023 | 40 |
Financial Planning & Information Services, Inc. | 40 | 40 | 0.10% | 0.19% | 0.30% | Q4 2013 | Q3 2023 | 40 |
IPG Investment Advisors LLC | 40 | 40 | 0.16% | 2.51% | 6.27% | Q4 2013 | Q3 2023 | 40 |
Private Ocean, LLC | 40 | 40 | 0.15% | 0.46% | 0.76% | Q4 2013 | Q3 2023 | 40 |
Bank Pictet & Cie (Europe) AG | 33 | 6 | 0.52% | 3.01% | 9.68% | Q4 2013 | Q3 2023 | 40 |
Bragg Financial Advisors, Inc | 35 | 5 | 0.06% | 0.30% | 0.44% | Q3 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 7.87% | 9.87% | 12.49% | Q4 2013 | Q3 2023 | 40 |
FIRST INTERSTATE BANK | 30 | 10 | 0.04% | 1.79% | 6.16% | Q3 2013 | Q3 2023 | 40 |
ARKANSAS FINANCIAL GROUP, INC. | 40 | 40 | 0.95% | 2.07% | 3.77% | Q4 2013 | Q3 2023 | 40 |
Hemenway Trust Co LLC | 30 | 10 | 0.05% | 0.36% | 1.49% | Q3 2013 | Q3 2023 | 40 |
Overbrook Management Corp | 37 | 3 | 0.08% | 1.01% | 2.23% | Q2 2013 | Q3 2023 | 40 |
PATTON ALBERTSON MILLER GROUP, LLC | 40 | 40 | 0.16% | 0.41% | 1.02% | Q4 2013 | Q3 2023 | 40 |
Salomon & Ludwin, LLC | 20 | 20 | 0.00% | 0.77% | 2.54% | Q4 2018 | Q3 2023 | 40 |
CKW FINANCIAL GROUP | 40 | 40 | 0.02% | 0.04% | 0.08% | Q4 2013 | Q3 2023 | 40 |
Ironwood Investment Counsel, LLC | 31 | 9 | 0.13% | 0.28% | 0.62% | Q2 2013 | Q3 2023 | 40 |
GIRARD PARTNERS LTD. | 40 | 40 | 0.17% | 0.35% | 0.83% | Q4 2013 | Q3 2023 | 40 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.96% | 1.20% | 1.39% | Q4 2013 | Q3 2023 | 40 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.16% | 0.45% | 0.67% | Q2 2013 | Q3 2022 | 40 |
Arete Wealth Advisors, LLC | 40 | 40 | 0.34% | 2.34% | 7.03% | Q4 2013 | Q3 2023 | 40 |
Van Hulzen Asset Management, LLC | 40 | 40 | 0.43% | 1.18% | 2.99% | Q4 2013 | Q3 2023 | 40 |
Capital Investment Advisors, LLC | 38 | 2 | 0.05% | 0.18% | 0.27% | Q4 2013 | Q4 2023 | 40 |
Coyle Financial Counsel LLC | 20 | 3 | 0.00% | 2.72% | 7.27% | Q4 2013 | Q3 2023 | 40 |
Northeast Financial Consultants Inc | 40 | 40 | 0.22% | 2.19% | 6.29% | Q4 2013 | Q3 2023 | 40 |
HOWARD HUGHES MEDICAL INSTITUTE | 40 | 40 | 0.20% | 20.45% | 56.73% | Q2 2013 | Q1 2023 | 40 |
Loudon Investment Management, LLC | 40 | 40 | 0.68% | 1.73% | 5.04% | Q4 2013 | Q3 2023 | 40 |
PIONEER TRUST BANK N A/OR | 40 | 40 | 0.15% | 0.79% | 1.75% | Q4 2013 | Q3 2023 | 40 |
APPLETON GROUP, LLC | 21 | 19 | 0.89% | 7.85% | 20.32% | Q3 2013 | Q3 2023 | 40 |
Verus Financial Partners, Inc. | 18 | 9 | 0.07% | 0.21% | 0.86% | Q2 2013 | Q3 2023 | 40 |
BARR E S & CO | 30 | 10 | 0.03% | 0.14% | 0.54% | Q3 2013 | Q3 2023 | 40 |
Phocas Financial Corp. | 19 | 9 | 0.07% | 0.11% | 0.25% | Q2 2013 | Q3 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 1.21% | 1.86% | 2.73% | Q4 2013 | Q3 2023 | 40 |
Shoker Investment Counsel, Inc. | 40 | 40 | 2.27% | 4.37% | 8.26% | Q4 2013 | Q3 2023 | 40 |
Blue Edge Capital, LLC | 40 | 40 | 0.61% | 1.40% | 2.68% | Q4 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 1.15% | 1.93% | 5.90% | Q4 2013 | Q3 2023 | 40 |
Tarbox Family Office, Inc. | 40 | 40 | 0.04% | 0.17% | 0.47% | Q4 2013 | Q3 2023 | 40 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 31 | 9 | 0.02% | 3.26% | 14.50% | Q2 2013 | Q3 2023 | 40 |
Global Retirement Partners, LLC | 28 | 28 | 0.00% | 3.59% | 34.37% | Q4 2016 | Q3 2023 | 40 |
Beacon Capital Management, Inc. | 40 | 40 | 0.00% | 0.12% | 0.56% | Q4 2013 | Q3 2023 | 40 |
PLANNING ALTERNATIVES LTD /ADV | 40 | 40 | 1.50% | 2.76% | 5.58% | Q4 2013 | Q3 2023 | 40 |
FOUNDERS FINANCIAL SECURITIES LLC | 40 | 40 | 0.09% | 5.60% | 18.84% | Q4 2013 | Q3 2023 | 40 |
Raab & Moskowitz Asset Management LLC | 40 | 40 | 0.21% | 0.79% | 1.22% | Q4 2013 | Q3 2023 | 40 |
TRUST CO OF VIRGINIA /VA | 16 | 2 | 1.53% | 2.17% | 2.61% | Q2 2013 | Q3 2023 | 39 |
WESBANCO BANK INC | 27 | 1 | 0.01% | 0.37% | 1.21% | Q2 2013 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q4 2022 | 39 |
STRATEGY ASSET MANAGERS LLC | 22 | 17 | 0.05% | 0.92% | 7.41% | Q4 2013 | Q3 2023 | 39 |
CIM, LLC | 39 | 39 | 0.08% | 1.73% | 2.56% | Q2 2013 | Q4 2022 | 39 |
Advisory Services Network, LLC | 27 | 12 | 0.39% | 0.84% | 1.50% | Q4 2013 | Q3 2023 | 39 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.82% | 1.55% | 2.22% | Q2 2013 | Q4 2022 | 39 |
CHOREO, LLC | 39 | 39 | 1.12% | 2.79% | 4.74% | Q1 2014 | Q3 2023 | 39 |
Gladius Capital Management LP | 39 | 39 | 1.83% | 47.70% | 89.49% | Q4 2013 | Q2 2023 | 39 |
Paragon Capital Management Ltd | 20 | 5 | 1.40% | 3.79% | 6.21% | Q2 2013 | Q3 2023 | 39 |
Weiss Asset Management LP | 21 | 1 | 0.04% | 2.34% | 12.78% | Q4 2013 | Q3 2023 | 39 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 36 | 1 | 0.02% | 0.12% | 0.28% | Q2 2013 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 29 | 10 | 0.38% | 0.72% | 1.20% | Q3 2013 | Q3 2023 | 39 |
Pine River Capital Management L.P. | 19 | 1 | 0.06% | 12.45% | 93.55% | Q2 2013 | Q3 2018 | 39 |
BlackRock Group LTD | 15 | 15 | 0.00% | 0.11% | 0.42% | Q2 2013 | Q4 2016 | 39 |
Mathes Company, Inc. | 37 | 2 | 0.44% | 0.97% | 1.35% | Q4 2013 | Q3 2023 | 39 |
VALLEY WEALTH MANAGERS, INC. | 32 | 7 | 0.02% | 0.53% | 1.20% | Q2 2013 | Q3 2023 | 39 |
CIBC Private Wealth Group, LLC | 39 | 39 | 0.16% | 0.25% | 0.44% | Q1 2014 | Q3 2023 | 39 |
Addison Capital Co | 26 | 13 | 0.16% | 1.39% | 3.54% | Q4 2013 | Q3 2023 | 39 |
Brinker Capital Investments, LLC | 39 | 39 | 0.01% | 0.48% | 2.14% | Q2 2013 | Q4 2022 | 39 |
DEAN INVESTMENT ASSOCIATES, LLC | 39 | 39 | 0.09% | 0.13% | 0.21% | Q2 2013 | Q4 2022 | 39 |
LBMC INVESTMENT ADVISORS, LLC | 39 | 39 | 0.04% | 0.21% | 0.59% | Q1 2014 | Q3 2023 | 39 |
VOYA INVESTMENT MANAGEMENT LLC | 39 | 39 | 0.01% | 0.18% | 0.72% | Q1 2014 | Q3 2023 | 39 |
FIRST NATIONAL BANK OF OMAHA | 32 | 2 | 0.02% | 0.30% | 0.75% | Q2 2013 | Q3 2023 | 39 |
Iowa State Bank | 39 | 39 | 0.15% | 0.51% | 1.46% | Q1 2014 | Q3 2023 | 39 |
SignalPoint Asset Management, LLC | 25 | 14 | 0.08% | 0.24% | 0.84% | Q3 2013 | Q3 2023 | 39 |
Moreno Evelyn V | 35 | 4 | 0.59% | 1.06% | 2.03% | Q4 2013 | Q3 2023 | 39 |
SPC Financial, Inc. | 25 | 4 | 0.02% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 39 |
One Capital Management, LLC | 39 | 39 | 0.03% | 0.27% | 0.73% | Q1 2014 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 2.33% | 2.94% | 4.92% | Q2 2013 | Q4 2022 | 39 |
STEEL GROVE CAPITAL ADVISORS, LLC | 24 | 5 | 0.06% | 0.58% | 1.76% | Q2 2013 | Q3 2023 | 39 |
Tikvah Management LLC | 39 | 39 | 3.08% | 8.91% | 26.67% | Q1 2014 | Q3 2023 | 39 |
GAMBLE JONES INVESTMENT COUNSEL | 39 | 39 | 0.08% | 0.21% | 0.36% | Q2 2013 | Q4 2022 | 39 |
Gemmer Asset Management LLC | 39 | 39 | 0.11% | 0.22% | 0.31% | Q1 2014 | Q3 2023 | 39 |
Palouse Capital Management, Inc. | 39 | 39 | 0.12% | 0.65% | 3.65% | Q1 2014 | Q3 2023 | 39 |
Occidental Asset Management, LLC | 39 | 39 | 0.14% | 0.73% | 2.51% | Q1 2014 | Q3 2023 | 39 |
BURNEY CO/ | 29 | 1 | 0.01% | 0.07% | 0.15% | Q4 2013 | Q3 2023 | 39 |
WEALTHSOURCE PARTNERS, LLC | 31 | 31 | 0.00% | 0.30% | 0.76% | Q1 2016 | Q3 2023 | 39 |
FAGAN ASSOCIATES, INC. | 39 | 39 | 0.57% | 0.81% | 1.13% | Q1 2014 | Q3 2023 | 39 |
Virtu Financial LLC | 10 | 1 | 0.02% | 6.03% | 18.54% | Q2 2013 | Q2 2023 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.05% | 1.01% | 2.76% | Q2 2014 | Q4 2023 | 39 |
WHALEROCK POINT PARTNERS, LLC | 29 | 10 | 0.14% | 0.47% | 1.16% | Q4 2013 | Q3 2023 | 39 |
BROADMARK ASSET MANAGEMENT LLC | 27 | 2 | 32.48% | 74.54% | 100.00% | Q2 2013 | Q2 2023 | 39 |
American Money Management, LLC | 25 | 14 | 0.09% | 1.46% | 3.29% | Q4 2013 | Q3 2023 | 39 |
HALL LAURIE J TRUSTEE | 13 | 13 | 0.52% | 1.20% | 2.46% | Q2 2013 | Q3 2023 | 39 |
Atlantic Union Bankshares Corp | 39 | 39 | 0.15% | 0.28% | 0.47% | Q1 2014 | Q3 2023 | 39 |
FARALLON CAPITAL MANAGEMENT LLC | 19 | 12 | 1.27% | 10.57% | 25.27% | Q3 2015 | Q3 2023 | 39 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 39 | 39 | 0.13% | 1.52% | 6.74% | Q1 2014 | Q3 2023 | 39 |
ARS Investment Partners, LLC | 26 | 13 | 0.88% | 2.23% | 3.31% | Q4 2013 | Q3 2023 | 39 |
TOTH FINANCIAL ADVISORY CORP | 28 | 4 | 0.01% | 0.24% | 0.66% | Q4 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.21% | 1.65% | 2.75% | Q1 2014 | Q3 2023 | 39 |
Stack Financial Management, Inc | 39 | 39 | 0.03% | 0.08% | 0.27% | Q1 2014 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.03% | 0.27% | 0.54% | Q1 2014 | Q3 2023 | 39 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 39 | 39 | 0.04% | 0.36% | 0.91% | Q1 2014 | Q3 2023 | 39 |
ING GROEP NV | 26 | 1 | 0.00% | 4.79% | 26.78% | Q1 2013 | Q3 2023 | 39 |
ProVise Management Group, LLC | 37 | 2 | 0.05% | 0.15% | 0.32% | Q4 2013 | Q3 2023 | 39 |
Rex Capital Advisors, LLC | 39 | 39 | 16.34% | 39.44% | 51.38% | Q2 2013 | Q4 2022 | 39 |
Snowden Capital Advisors LLC | 22 | 8 | 0.07% | 0.46% | 1.03% | Q1 2016 | Q3 2023 | 39 |
Round Table Services, LLC | 38 | 38 | 0.72% | 2.16% | 4.07% | Q2 2013 | Q3 2022 | 38 |
EagleClaw Capital Managment, LLC | 32 | 6 | 0.09% | 0.32% | 0.59% | Q1 2014 | Q3 2023 | 38 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 32 | 6 | 0.20% | 2.69% | 12.41% | Q4 2013 | Q3 2023 | 38 |
COMPTON CAPITAL MANAGEMENT INC /RI | 38 | 38 | 0.14% | 0.62% | 0.84% | Q2 2013 | Q3 2022 | 38 |
EATON VANCE MANAGEMENT | 38 | 38 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q3 2022 | 38 |
FRANKLIN STREET ADVISORS INC /NC | 38 | 38 | 0.12% | 0.48% | 0.81% | Q2 2013 | Q3 2022 | 38 |
ClearBridge Investments | 37 | 1 | 0.00% | 0.01% | 0.07% | Q4 2013 | Q3 2023 | 38 |
BALASA DINVERNO & FOLTZ LLC | 38 | 38 | 0.13% | 0.33% | 0.62% | Q2 2013 | Q3 2022 | 38 |
Callan Capital, LLC | 37 | 1 | 0.06% | 0.41% | 0.71% | Q3 2013 | Q3 2023 | 38 |
ROOSEVELT INVESTMENT GROUP LLC | 38 | 38 | 0.02% | 0.17% | 0.72% | Q2 2013 | Q3 2022 | 38 |
ATWOOD & PALMER INC | 38 | 38 | 0.00% | 0.18% | 0.50% | Q2 2014 | Q3 2023 | 38 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 32 | 6 | 0.06% | 6.32% | 19.75% | Q2 2013 | Q3 2023 | 38 |
MONETARY MANAGEMENT GROUP INC | 38 | 38 | 0.01% | 0.26% | 0.65% | Q2 2014 | Q3 2023 | 38 |
Bowling Portfolio Management LLC | 38 | 38 | 0.11% | 0.81% | 2.17% | Q2 2013 | Q3 2022 | 38 |
Chicago Partners Investment Group LLC | 36 | 36 | 0.01% | 1.58% | 3.25% | Q4 2014 | Q3 2023 | 38 |
Alpha Cubed Investments, LLC | 36 | 36 | 0.00% | 0.71% | 1.04% | Q4 2014 | Q3 2023 | 38 |
BLUESTEIN R H & CO LLC | 38 | 38 | 0.02% | 0.22% | 1.18% | Q2 2013 | Q3 2022 | 38 |
Covington Capital Management | 38 | 38 | 1.16% | 1.85% | 2.55% | Q2 2013 | Q3 2022 | 38 |
AVITY INVESTMENT MANAGEMENT INC. | 38 | 38 | 0.40% | 0.54% | 0.68% | Q2 2014 | Q3 2023 | 38 |
Winch Advisory Services, LLC | 35 | 3 | 0.01% | 1.66% | 10.17% | Q1 2014 | Q3 2023 | 38 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 38 | 38 | 0.02% | 0.08% | 0.19% | Q2 2014 | Q3 2023 | 38 |
Addenda Capital Inc. | 29 | 1 | 0.00% | 1.56% | 2.71% | Q2 2013 | Q3 2023 | 38 |
BTR CAPITAL MANAGEMENT INC | 38 | 38 | 0.12% | 0.25% | 0.74% | Q2 2013 | Q3 2022 | 38 |
Integrated Investment Consultants, LLC | 21 | 1 | 0.00% | 1.53% | 6.00% | Q4 2015 | Q3 2023 | 38 |
CapWealth Advisors, LLC | 35 | 3 | 0.00% | 0.09% | 0.14% | Q1 2014 | Q3 2023 | 38 |
BRR OpCo, LLC | 38 | 38 | 0.10% | 0.38% | 1.58% | Q2 2013 | Q3 2022 | 38 |
RKL Wealth Management LLC | 38 | 38 | 0.16% | 0.42% | 0.70% | Q2 2014 | Q3 2023 | 38 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 36 | 2 | 0.73% | 3.88% | 5.18% | Q2 2013 | Q3 2023 | 38 |
DAVIS-REA LTD. | 34 | 1 | 0.03% | 0.23% | 0.40% | Q4 2013 | Q3 2023 | 38 |
INVERNESS COUNSEL LLC /NY/ | 38 | 38 | 0.08% | 0.12% | 0.26% | Q2 2013 | Q3 2022 | 38 |
D'Orazio & Associates, Inc. | 38 | 38 | 0.01% | 0.08% | 0.37% | Q2 2014 | Q3 2023 | 38 |
American Research & Management Co. | 38 | 38 | 0.00% | 0.09% | 0.30% | Q2 2013 | Q3 2022 | 38 |
REGENTATLANTIC CAPITAL LLC | 38 | 38 | 0.06% | 0.73% | 1.77% | Q2 2013 | Q3 2022 | 38 |
Roundview Capital LLC | 38 | 38 | 0.11% | 0.35% | 0.62% | Q2 2014 | Q3 2023 | 38 |
Archford Capital Strategies, LLC | 22 | 16 | 0.16% | 0.52% | 1.05% | Q1 2014 | Q3 2023 | 38 |
HM Capital Management, LLC | 38 | 38 | 0.58% | 1.07% | 1.80% | Q2 2013 | Q3 2022 | 38 |
Anchorage Capital Group, L.L.C. | 9 | 1 | 0.71% | 28.01% | 79.42% | Q2 2013 | Q3 2023 | 38 |
L. Roy Papp & Associates, LLP | 24 | 1 | 0.05% | 0.13% | 0.32% | Q2 2013 | Q3 2023 | 38 |
Capital Directions Investment Advisors, LLC | 20 | 7 | 0.05% | 0.28% | 0.61% | Q2 2013 | Q4 2022 | 37 |
CAPE ANN SAVINGS BANK | 17 | 1 | 0.27% | 0.42% | 0.67% | Q2 2013 | Q3 2023 | 37 |
SMITH CHAS P & ASSOCIATES PA CPAS | 37 | 37 | 0.04% | 0.11% | 0.84% | Q3 2014 | Q3 2023 | 37 |
KBC Group NV | 35 | 2 | 0.00% | 0.09% | 0.18% | Q2 2013 | Q3 2023 | 37 |
HYMAN CHARLES D | 37 | 37 | 0.04% | 0.06% | 0.10% | Q3 2014 | Q3 2023 | 37 |
Ironsides Asset Advisors, LLC | 23 | 14 | 3.29% | 5.41% | 10.08% | Q2 2014 | Q3 2023 | 37 |
United Asset Strategies, Inc. | 24 | 13 | 0.62% | 1.04% | 1.87% | Q2 2014 | Q3 2023 | 37 |
WestEnd Advisors, LLC | 33 | 1 | 0.00% | 0.45% | 3.48% | Q4 2013 | Q3 2023 | 37 |
Avidian Wealth Solutions, LLC | 21 | 1 | 0.00% | 0.67% | 1.69% | Q2 2015 | Q3 2023 | 37 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 36 | 1 | 0.18% | 1.38% | 3.05% | Q4 2013 | Q3 2023 | 37 |
NORRIS PERNE & FRENCH LLP/MI | 18 | 2 | 0.03% | 0.08% | 0.18% | Q1 2014 | Q3 2023 | 37 |
HEADINVEST, LLC | 37 | 37 | 0.09% | 0.24% | 0.39% | Q3 2014 | Q3 2023 | 37 |
BURNS J W & CO INC/NY | 36 | 1 | 0.19% | 0.77% | 1.13% | Q2 2013 | Q3 2023 | 37 |
Cutter & CO Brokerage, Inc. | 33 | 4 | 0.10% | 0.46% | 0.83% | Q2 2014 | Q3 2023 | 37 |
Cranbrook Wealth Management, LLC | 36 | 1 | 0.00% | 0.13% | 0.43% | Q4 2013 | Q3 2023 | 37 |
Baystate Wealth Management LLC | 29 | 1 | 0.04% | 0.13% | 0.30% | Q2 2013 | Q3 2023 | 37 |
Edgewood Management | 33 | 1 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 37 |
ENTERPRISE FINANCIAL SERVICES CORP | 37 | 37 | 0.44% | 0.89% | 1.42% | Q2 2013 | Q2 2022 | 37 |
Selway Asset Management | 36 | 1 | 0.13% | 0.72% | 1.48% | Q2 2013 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.30% | 2.59% | 4.54% | Q2 2013 | Q2 2022 | 37 |
INSPIRION WEALTH ADVISORS, LLC | 36 | 36 | 0.00% | 0.75% | 1.37% | Q4 2014 | Q3 2023 | 37 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 36 | 36 | 0.20% | 0.94% | 2.06% | Q2 2013 | Q1 2022 | 37 |
ADVISOR PARTNERS LLC | 37 | 37 | 0.04% | 0.35% | 0.95% | Q2 2013 | Q2 2022 | 37 |
Spectrum Management Group, LLC | 36 | 36 | 0.08% | 11.94% | 21.93% | Q4 2013 | Q3 2022 | 37 |
MARATHON ASSET MANAGEMENT LP | 11 | 2 | 0.93% | 46.15% | 94.57% | Q2 2013 | Q3 2023 | 37 |
Stratos Wealth Partners, LTD. | 37 | 37 | 0.30% | 2.77% | 4.11% | Q3 2014 | Q3 2023 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 20.84% | 26.47% | 32.14% | Q4 2014 | Q4 2023 | 37 |
Eagle Capital Management, LLC | 14 | 9 | 0.58% | 6.73% | 11.90% | Q4 2013 | Q3 2023 | 37 |
GENERATION INVESTMENT MANAGEMENT LLP | 28 | 9 | 0.04% | 0.31% | 0.74% | Q2 2013 | Q3 2023 | 37 |
M Holdings Securities, Inc. | 31 | 6 | 0.17% | 4.77% | 11.30% | Q4 2013 | Q2 2023 | 37 |
Horan Capital Advisors, LLC. | 36 | 36 | 0.08% | 0.46% | 0.72% | Q4 2014 | Q3 2023 | 37 |
Truepoint, Inc. | 37 | 37 | 0.08% | 0.24% | 0.54% | Q3 2014 | Q3 2023 | 37 |
Opus Capital Group, LLC | 20 | 1 | 0.02% | 0.07% | 0.21% | Q4 2013 | Q3 2023 | 37 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 23 | 12 | 0.04% | 1.71% | 5.89% | Q2 2013 | Q4 2022 | 37 |
FDx Advisors, Inc. | 28 | 1 | 0.01% | 1.92% | 9.34% | Q2 2013 | Q3 2023 | 37 |
Patten Group, Inc. | 36 | 36 | 0.00% | 1.99% | 10.24% | Q4 2014 | Q3 2023 | 37 |
AllSquare Wealth Management LLC | 34 | 34 | 0.01% | 0.40% | 0.95% | Q2 2015 | Q3 2023 | 37 |
Kidder Stephen W | 37 | 37 | 0.26% | 0.51% | 0.71% | Q3 2014 | Q3 2023 | 37 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 1.41% | 4.36% | Q4 2015 | Q3 2023 | 37 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 14 | 3 | 0.05% | 10.08% | 64.20% | Q4 2016 | Q3 2023 | 37 |
Azimuth Capital Management LLC | 36 | 36 | 0.01% | 0.10% | 0.49% | Q2 2013 | Q1 2022 | 36 |
Sculptor Capital LP | 13 | 1 | 0.03% | 10.09% | 49.48% | Q2 2013 | Q3 2023 | 36 |
Stonehage Fleming Financial Services Holdings Ltd | 36 | 36 | 0.00% | 0.19% | 0.62% | Q4 2014 | Q3 2023 | 36 |
INVESTMENT PARTNERS, LTD. | 36 | 36 | 0.18% | 1.01% | 1.95% | Q4 2014 | Q3 2023 | 36 |
RITHOLTZ WEALTH MANAGEMENT | 26 | 1 | 0.00% | 4.74% | 19.54% | Q4 2016 | Q3 2023 | 36 |
Glenview Trust Co | 28 | 1 | 0.11% | 1.58% | 2.23% | Q4 2008 | Q3 2023 | 36 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.00% | 0.56% | 1.67% | Q4 2016 | Q3 2023 | 36 |
Klingman & Associates, LLC | 36 | 36 | 4.37% | 7.98% | 14.44% | Q4 2014 | Q3 2023 | 36 |
Peloton Wealth Strategists | 12 | 2 | 0.10% | 0.57% | 1.34% | Q2 2013 | Q3 2023 | 36 |
INTRUST BANK NA | 34 | 34 | 0.12% | 1.31% | 2.62% | Q2 2015 | Q3 2023 | 36 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 36 | 36 | 0.07% | 0.31% | 0.67% | Q2 2013 | Q1 2022 | 36 |
Glassman Wealth Services | 36 | 36 | 0.14% | 0.58% | 1.19% | Q4 2014 | Q3 2023 | 36 |
Landmark Financial Advisors, LLC | 36 | 36 | 2.22% | 4.03% | 6.17% | Q4 2014 | Q3 2023 | 36 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 36 | 36 | 0.02% | 3.30% | 8.18% | Q4 2014 | Q3 2023 | 36 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 36 | 36 | 0.17% | 3.25% | 8.29% | Q4 2014 | Q3 2023 | 36 |
Diversified Portfolios, Inc. | 36 | 36 | 3.17% | 6.10% | 7.89% | Q4 2014 | Q3 2023 | 36 |
Analyst IMS Investment Management Services Ltd. | 36 | 36 | 4.94% | 19.06% | 36.02% | Q4 2014 | Q3 2023 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 0.37% | 0.45% | 0.89% | Q4 2014 | Q3 2023 | 36 |
NewEdge Advisors, LLC | 36 | 36 | 1.40% | 3.15% | 7.88% | Q4 2014 | Q3 2023 | 36 |
WEDGEWOOD INVESTORS INC /PA/ | 36 | 36 | 0.23% | 1.55% | 2.65% | Q4 2014 | Q3 2023 | 36 |
Towercrest Capital Management | 36 | 36 | 2.22% | 5.75% | 13.01% | Q4 2014 | Q3 2023 | 36 |
KWMG, LLC | 36 | 36 | 0.05% | 0.14% | 1.00% | Q4 2014 | Q3 2023 | 36 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 36 | 36 | 0.20% | 0.63% | 1.03% | Q4 2014 | Q3 2023 | 36 |
Blue Chip Partners, LLC | 36 | 36 | 0.14% | 0.19% | 0.26% | Q4 2014 | Q3 2023 | 36 |
Peak Asset Management, LLC | 36 | 36 | 1.24% | 1.99% | 2.72% | Q4 2014 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.79% | 1.17% | 1.51% | Q4 2014 | Q3 2023 | 36 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 36 | 36 | 0.34% | 0.55% | 0.75% | Q4 2014 | Q3 2023 | 36 |
NorthRock Partners, LLC | 36 | 36 | 12.62% | 21.62% | 34.32% | Q4 2014 | Q3 2023 | 36 |
Neumann Capital Management, LLC | 36 | 36 | 3.67% | 4.54% | 5.32% | Q4 2014 | Q3 2023 | 36 |
Pinnacle Wealth Management Advisory Group, LLC | 36 | 36 | 2.69% | 3.65% | 5.58% | Q4 2014 | Q3 2023 | 36 |
Godshalk Welsh Capital Management, Inc. | 36 | 36 | 0.33% | 0.52% | 0.63% | Q4 2014 | Q3 2023 | 36 |
Concorde Asset Management, LLC | 36 | 36 | 0.17% | 1.25% | 10.66% | Q4 2014 | Q3 2023 | 36 |
HARVEST MANAGEMENT LLC | 12 | 1 | 0.17% | 2.97% | 9.88% | Q2 2013 | Q3 2023 | 36 |
Northside Capital Management, LLC | 36 | 36 | 0.18% | 0.36% | 0.71% | Q4 2014 | Q3 2023 | 36 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 8 | 4 | 0.00% | 0.50% | 4.14% | Q3 2020 | Q3 2023 | 36 |
Argent Trust Co | 36 | 36 | 0.41% | 1.03% | 2.00% | Q4 2014 | Q3 2023 | 36 |
Summit Financial Strategies, Inc. | 36 | 36 | 0.41% | 0.59% | 0.86% | Q4 2014 | Q3 2023 | 36 |
Long Road Investment Counsel, LLC | 36 | 36 | 0.29% | 0.52% | 0.86% | Q4 2014 | Q3 2023 | 36 |
CHARTWELL INVESTMENT PARTNERS, LLC | 25 | 11 | 0.01% | 0.11% | 0.45% | Q3 2014 | Q3 2023 | 36 |
Garde Capital, Inc. | 34 | 34 | 0.00% | 0.33% | 0.56% | Q2 2015 | Q3 2023 | 36 |
Burt Wealth Advisors | 36 | 36 | 2.30% | 11.16% | 23.35% | Q4 2014 | Q3 2023 | 36 |
SONATA CAPITAL GROUP INC | 36 | 36 | 0.32% | 0.56% | 0.93% | Q4 2014 | Q3 2023 | 36 |
Wealth Architects, LLC | 36 | 36 | 1.79% | 2.06% | 2.70% | Q4 2014 | Q3 2023 | 36 |
Mengis Capital Management, Inc. | 36 | 36 | 0.32% | 0.74% | 2.05% | Q4 2014 | Q3 2023 | 36 |
Trust Asset Management LLC | 32 | 1 | 0.01% | 36.09% | 90.95% | Q3 2011 | Q3 2023 | 36 |
Cubist Systematic Strategies, LLC | 22 | 1 | 0.00% | 2.64% | 12.95% | Q2 2014 | Q2 2023 | 36 |
Riggs Asset Managment Co. Inc. | 24 | 12 | 0.03% | 0.16% | 1.14% | Q3 2014 | Q3 2023 | 36 |
SEI INVESTMENTS CO | 36 | 36 | 0.02% | 0.99% | 3.24% | Q4 2014 | Q3 2023 | 36 |
DELTEC ASSET MANAGEMENT LLC | 28 | 1 | 0.07% | 0.57% | 3.94% | Q2 2013 | Q3 2023 | 36 |
NATIXIS | 17 | 1 | 1.50% | 10.93% | 33.50% | Q2 2013 | Q3 2023 | 36 |
OLD SECOND NATIONAL BANK OF AURORA | 36 | 36 | 0.18% | 1.58% | 3.08% | Q4 2014 | Q3 2023 | 36 |
D. SCOTT NEAL, INC. | 34 | 2 | 0.10% | 6.52% | 21.10% | Q4 2013 | Q3 2023 | 36 |
BEACON FINANCIAL GROUP | 36 | 36 | 0.04% | 0.10% | 0.17% | Q4 2014 | Q3 2023 | 36 |
Heritage Wealth Advisors | 36 | 36 | 0.43% | 1.49% | 3.18% | Q4 2014 | Q3 2023 | 36 |
Texas Yale Capital Corp. | 36 | 36 | 0.02% | 0.32% | 0.57% | Q4 2014 | Q3 2023 | 36 |
Simplicity Solutions, LLC | 36 | 36 | 0.14% | 1.09% | 5.12% | Q4 2014 | Q3 2023 | 36 |
Personal Capital Advisors Corp | 36 | 36 | 0.02% | 0.17% | 2.02% | Q1 2014 | Q4 2022 | 36 |
Hirtle Callaghan & Co LLC | 31 | 1 | 0.00% | 9.05% | 32.88% | Q4 2013 | Q3 2023 | 36 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 25 | 2 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 36 |
PREMIER ASSET MANAGEMENT LLC | 36 | 36 | 0.11% | 0.20% | 0.31% | Q3 2013 | Q2 2022 | 36 |
Lenox Wealth Advisors, LLC | 36 | 36 | 11.85% | 20.37% | 41.06% | Q2 2013 | Q1 2022 | 36 |
Clal Insurance Enterprises Holdings Ltd | 36 | 36 | 0.13% | 5.52% | 19.12% | Q4 2014 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.01% | 1.25% | 3.70% | Q2 2013 | Q1 2022 | 36 |
Forward Management, LLC | 35 | 1 | 0.03% | 20.77% | 45.79% | Q2 2013 | Q3 2022 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.08% | 0.12% | 0.25% | Q2 2013 | Q1 2022 | 36 |
Freedom Investment Management, Inc. | 18 | 1 | 0.00% | 2.62% | 7.51% | Q1 2013 | Q3 2023 | 36 |
Brown Advisory Securities, LLC | 36 | 36 | 0.08% | 0.57% | 1.25% | Q4 2013 | Q3 2022 | 36 |
FNY Managed Accounts LLC | 15 | 1 | 0.00% | 1.81% | 16.05% | Q2 2013 | Q1 2018 | 36 |
Ascent Wealth Partners, LLC | 36 | 36 | 0.15% | 0.71% | 2.59% | Q4 2014 | Q3 2023 | 36 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 36 | 36 | 0.20% | 0.31% | 0.43% | Q4 2014 | Q3 2023 | 36 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 8 | 1 | 0.71% | 32.40% | 90.26% | Q2 2013 | Q2 2023 | 36 |
Baker Avenue Asset Management, LP | 21 | 2 | 0.00% | 0.32% | 2.37% | Q4 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.05% | 0.06% | 0.08% | Q2 2013 | Q1 2022 | 36 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.00% | 4.60% | 15.08% | Q4 2019 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.29% | 0.55% | 1.54% | Q4 2014 | Q3 2023 | 36 |
Barrett Asset Management, LLC | 36 | 36 | 0.22% | 0.31% | 0.55% | Q2 2013 | Q1 2022 | 36 |
HRT FINANCIAL LP | 36 | 36 | 1.25% | 22.61% | 59.88% | Q4 2014 | Q3 2023 | 36 |
Community Financial Services Group, LLC | 32 | 1 | 0.07% | 1.74% | 6.52% | Q2 2013 | Q3 2023 | 35 |
Pinkerton Retirement Specialists, LLC | 32 | 3 | 0.10% | 4.56% | 11.31% | Q4 2014 | Q3 2023 | 35 |
Penbrook Management LLC | 24 | 11 | 0.29% | 1.38% | 2.44% | Q1 2014 | Q3 2023 | 35 |
Avalon Investment & Advisory | 35 | 35 | 0.01% | 0.63% | 1.69% | Q3 2014 | Q1 2023 | 35 |
Coastal Bridge Advisors, LLC | 26 | 26 | 0.00% | 0.19% | 0.73% | Q2 2017 | Q3 2023 | 35 |
TEXAS PERMANENT SCHOOL FUND CORP | 33 | 2 | 0.04% | 0.19% | 0.91% | Q1 2013 | Q3 2023 | 35 |
Alley Co LLC | 35 | 35 | 0.13% | 1.41% | 2.64% | Q2 2013 | Q4 2021 | 35 |
GM Advisory Group, LLC | 28 | 7 | 0.30% | 2.74% | 15.61% | Q4 2013 | Q3 2023 | 35 |
Horan Securities, Inc. | 10 | 6 | 0.00% | 0.46% | 1.79% | Q2 2017 | Q3 2023 | 35 |
Liberty Mutual Group Asset Management Inc. | 18 | 17 | 0.69% | 24.83% | 55.16% | Q2 2013 | Q2 2022 | 35 |
CULLINAN ASSOCIATES INC | 35 | 35 | 0.54% | 1.12% | 6.24% | Q1 2015 | Q3 2023 | 35 |
Country Club Trust Company, n.a. | 35 | 35 | 0.87% | 1.41% | 1.97% | Q2 2013 | Q4 2021 | 35 |
Good Life Advisors, LLC | 28 | 28 | 0.00% | 0.91% | 2.13% | Q4 2016 | Q3 2023 | 35 |
Crossvault Capital Management LLC | 35 | 35 | 0.54% | 0.78% | 0.90% | Q4 2013 | Q2 2022 | 35 |
SEARLE & CO. | 19 | 3 | 0.01% | 0.54% | 2.88% | Q4 2014 | Q3 2023 | 35 |
American Trust Investment Advisors, LLC | 30 | 5 | 0.21% | 0.39% | 0.66% | Q4 2014 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.07% | 1.79% | 4.24% | Q2 2013 | Q4 2021 | 35 |
Formidable Asset Management, LLC | 17 | 1 | 0.00% | 0.58% | 1.16% | Q3 2013 | Q3 2023 | 35 |
Koshinski Asset Management, Inc. | 19 | 16 | 0.31% | 0.98% | 3.05% | Q4 2014 | Q3 2023 | 35 |
BLB&B Advisors, LLC | 35 | 35 | 0.05% | 1.45% | 3.16% | Q1 2015 | Q3 2023 | 35 |
Emery Howard Portfolio Management, Inc. | 35 | 35 | 25.72% | 30.29% | 38.27% | Q2 2013 | Q4 2021 | 35 |
TIG Advisors, LLC | 14 | 1 | 0.01% | 6.80% | 19.43% | Q2 2013 | Q3 2023 | 35 |
Parkside Advisors LLC | 30 | 5 | 0.15% | 0.28% | 0.38% | Q4 2013 | Q4 2023 | 35 |
ROPES WEALTH ADVISORS LLC | 35 | 35 | 0.05% | 0.43% | 0.93% | Q1 2015 | Q3 2023 | 35 |
RWA WEALTH PARTNERS, LLC | 28 | 28 | 0.00% | 1.69% | 3.23% | Q4 2016 | Q3 2023 | 35 |
PROVIDA PENSION FUND ADMINISTRATOR | 14 | 9 | 0.19% | 5.16% | 35.00% | Q4 2013 | Q4 2022 | 35 |
Roble, Belko & Company, Inc | 35 | 35 | 3.52% | 5.35% | 8.45% | Q1 2015 | Q3 2023 | 35 |
Polaris Wealth Advisory Group, LLC | 26 | 4 | 0.00% | 0.15% | 0.97% | Q2 2013 | Q3 2023 | 35 |
Buffington Mohr McNeal | 26 | 4 | 0.06% | 0.17% | 0.25% | Q3 2013 | Q3 2023 | 35 |
Cordasco Financial Network | 35 | 35 | 0.01% | 0.31% | 0.65% | Q4 2013 | Q2 2022 | 35 |
Meristem Family Wealth, LLC | 35 | 35 | 0.26% | 2.08% | 4.82% | Q3 2013 | Q1 2022 | 35 |
Bellecapital International Ltd. | 32 | 3 | 0.21% | 0.93% | 2.61% | Q4 2013 | Q3 2023 | 35 |
SCOPUS ASSET MANAGEMENT, L.P. | 11 | 1 | 0.21% | 4.82% | 23.10% | Q2 2013 | Q3 2023 | 35 |
Fluent Financial, LLC | 24 | 24 | 0.00% | 11.58% | 27.51% | Q4 2017 | Q3 2023 | 35 |
Bray Capital Advisors | 30 | 5 | 0.54% | 0.73% | 1.10% | Q4 2014 | Q3 2023 | 35 |
Corundum Group, Inc. | 20 | 15 | 1.15% | 4.14% | 9.48% | Q4 2014 | Q3 2023 | 35 |
Trust Co | 35 | 35 | 0.06% | 0.15% | 0.47% | Q1 2015 | Q3 2023 | 35 |
Gotham Asset Management, LLC | 12 | 1 | 0.01% | 1.63% | 8.05% | Q2 2013 | Q3 2023 | 35 |
REILLY FINANCIAL ADVISORS, LLC | 35 | 35 | 0.03% | 0.08% | 0.13% | Q2 2013 | Q4 2021 | 35 |
Randolph Co Inc | 35 | 35 | 0.12% | 0.18% | 0.25% | Q1 2015 | Q3 2023 | 35 |
Avestar Capital, LLC | 24 | 24 | 0.06% | 2.39% | 9.64% | Q4 2017 | Q3 2023 | 35 |
ZEKE CAPITAL ADVISORS, LLC | 28 | 1 | 1.84% | 4.02% | 10.44% | Q3 2013 | Q4 2022 | 35 |
Merriman Wealth Management, LLC | 14 | 7 | 0.07% | 2.41% | 15.95% | Q4 2013 | Q3 2023 | 35 |
Ironwood Financial, llc | 31 | 4 | 0.19% | 1.16% | 2.90% | Q4 2014 | Q3 2023 | 35 |
Hudson Bay Capital Management LP | 14 | 1 | 0.01% | 0.55% | 3.00% | Q2 2013 | Q3 2023 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 2.34% | 5.77% | 10.26% | Q2 2013 | Q4 2021 | 35 |
Proficio Capital Partners LLC | 32 | 32 | 0.89% | 4.92% | 17.26% | Q4 2015 | Q3 2023 | 35 |
COURAGE CAPITAL MANAGEMENT LLC | 27 | 27 | 0.10% | 8.54% | 58.17% | Q3 2015 | Q1 2022 | 35 |
FAYEZ SAROFIM & CO | 26 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 35 |
Triangle Securities Wealth Management | 29 | 1 | 0.02% | 0.69% | 1.10% | Q2 2013 | Q3 2023 | 35 |
DUPONT CAPITAL MANAGEMENT CORP | 17 | 1 | 0.01% | 2.82% | 19.14% | Q2 2013 | Q3 2023 | 34 |
Fragasso Group Inc. | 26 | 4 | 0.30% | 1.30% | 22.84% | Q4 2013 | Q4 2023 | 34 |
Northstar Group, Inc. | 34 | 34 | 0.22% | 0.35% | 0.46% | Q2 2015 | Q3 2023 | 34 |
Blackstone Inc. | 16 | 1 | 0.00% | 1.04% | 7.18% | Q1 2014 | Q3 2023 | 34 |
RNC CAPITAL MANAGEMENT LLC | 23 | 1 | 0.02% | 0.36% | 2.38% | Q2 2013 | Q2 2023 | 34 |
FNY Investment Advisers, LLC | 22 | 22 | 0.00% | 0.13% | 1.02% | Q2 2018 | Q3 2023 | 34 |
ROTHSCHILD & CO ASSET MANAGEMENT US INC. | 14 | 2 | 0.00% | 0.05% | 0.62% | Q2 2013 | Q4 2022 | 34 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 14 | 8 | 0.35% | 3.29% | 8.78% | Q2 2013 | Q3 2023 | 34 |
ELM ADVISORS, LLC | 34 | 34 | 5.60% | 7.09% | 9.43% | Q4 2013 | Q1 2022 | 34 |
Psagot Value Holdings Ltd. | 34 | 34 | 1.68% | 3.96% | 11.48% | Q2 2013 | Q3 2021 | 34 |
Winfield Associates, Inc. | 34 | 34 | 2.90% | 4.10% | 4.91% | Q4 2013 | Q1 2022 | 34 |
Douglass Winthrop Advisors, LLC | 21 | 13 | 0.01% | 0.09% | 0.21% | Q1 2015 | Q3 2023 | 34 |
LEE DANNER & BASS INC | 34 | 34 | 0.07% | 0.18% | 0.34% | Q2 2015 | Q3 2023 | 34 |
SALEM INVESTMENT COUNSELORS INC | 18 | 16 | 0.38% | 0.59% | 0.90% | Q2 2013 | Q3 2023 | 34 |
INGALLS & SNYDER LLC | 30 | 30 | 0.00% | 0.07% | 0.39% | Q2 2016 | Q3 2023 | 34 |
Concert Wealth Management Inc. | 17 | 17 | 0.00% | 0.82% | 5.12% | Q2 2013 | Q2 2017 | 34 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.02% | 1.04% | 3.88% | Q4 2015 | Q3 2023 | 34 |
Traynor Capital Management, Inc. | 34 | 34 | 0.17% | 0.24% | 0.40% | Q2 2015 | Q3 2023 | 34 |
Laurel Wealth Advisors, Inc. | 29 | 29 | 0.06% | 1.47% | 3.91% | Q4 2015 | Q4 2022 | 34 |
Pictet North America Advisors SA | 32 | 2 | 0.09% | 0.75% | 8.85% | Q2 2014 | Q3 2023 | 34 |
ALTFEST L J & CO INC | 33 | 1 | 0.16% | 0.28% | 0.64% | Q4 2014 | Q3 2023 | 34 |
APERIMUS CAPITAL, LLC | 34 | 34 | 28.76% | 33.66% | 42.02% | Q1 2013 | Q2 2021 | 34 |
SILVERBACK ASSET MANAGEMENT LLC | 8 | 1 | 0.07% | 9.88% | 43.00% | Q3 2013 | Q3 2023 | 34 |
Dana Investment Advisors, Inc. | 33 | 1 | 0.01% | 0.06% | 0.18% | Q4 2014 | Q3 2023 | 34 |
DOLIVER ADVISORS, LP | 11 | 3 | 0.00% | 0.23% | 1.58% | Q3 2017 | Q2 2023 | 34 |
TIEDEMANN ADVISORS, LLC | 34 | 34 | 0.33% | 3.47% | 21.12% | Q2 2015 | Q3 2023 | 34 |
BINGHAM OSBORN & SCARBOROUGH LLC | 34 | 34 | 19.77% | 27.82% | 34.21% | Q2 2013 | Q3 2021 | 34 |
Truvvo Partners LLC | 24 | 24 | 0.10% | 2.11% | 13.29% | Q4 2015 | Q3 2021 | 34 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 16 | 1 | 1.13% | 8.90% | 34.84% | Q2 2013 | Q3 2023 | 34 |
FFT WEALTH MANAGEMENT LLC | 32 | 32 | 0.80% | 15.49% | 30.68% | Q4 2015 | Q3 2023 | 34 |
AMERICAN NATIONAL BANK | 34 | 34 | 0.06% | 0.44% | 0.91% | Q2 2015 | Q3 2023 | 34 |
QUADRANT CAPITAL GROUP LLC | 34 | 34 | 0.17% | 1.31% | 13.38% | Q2 2015 | Q3 2023 | 34 |
Pegasus Partners Ltd. | 34 | 34 | 0.45% | 2.60% | 6.91% | Q2 2015 | Q3 2023 | 34 |
NOESIS CAPITAL MANGEMENT CORP | 32 | 2 | 0.09% | 0.43% | 0.83% | Q4 2013 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.55% | 0.79% | 1.51% | Q2 2015 | Q3 2023 | 34 |
FARR MILLER & WASHINGTON LLC/DC | 34 | 34 | 0.69% | 1.04% | 1.61% | Q2 2013 | Q3 2021 | 34 |
GRIMES & COMPANY, INC. | 34 | 34 | 0.10% | 0.41% | 1.22% | Q2 2015 | Q3 2023 | 34 |
Serengeti Asset Management LP | 30 | 1 | 0.01% | 13.55% | 36.28% | Q2 2013 | Q2 2021 | 34 |
QCI ASSET MANAGEMENT INC/NY | 34 | 34 | 0.57% | 1.34% | 2.37% | Q2 2013 | Q3 2021 | 34 |
GUYASUTA INVESTMENT ADVISORS INC | 34 | 34 | 0.16% | 0.23% | 0.32% | Q2 2015 | Q3 2023 | 34 |
Cypress Capital Management LLC (WY) | 22 | 6 | 0.00% | 0.01% | 0.14% | Q4 2014 | Q3 2023 | 34 |
MML INVESTORS SERVICES, LLC | 34 | 34 | 0.25% | 1.94% | 3.26% | Q2 2015 | Q3 2023 | 34 |
Syntal Capital Partners, LLC | 30 | 4 | 0.10% | 5.09% | 10.94% | Q1 2014 | Q3 2023 | 34 |
RFG Advisory, LLC | 32 | 2 | 0.12% | 1.21% | 5.84% | Q1 2015 | Q3 2023 | 34 |
GRATIA CAPITAL, LLC | 6 | 1 | 1.14% | 17.21% | 54.72% | Q1 2015 | Q3 2023 | 33 |
V Wealth Advisors LLC | 31 | 31 | 0.96% | 4.22% | 16.72% | Q1 2016 | Q3 2023 | 33 |
L & S Advisors Inc | 30 | 1 | 0.18% | 2.67% | 14.65% | Q2 2013 | Q3 2023 | 33 |
SCHARF INVESTMENTS, LLC | 30 | 1 | 0.01% | 0.42% | 1.92% | Q2 2013 | Q3 2023 | 33 |
CAXTON ASSOCIATES LP | 9 | 1 | 0.04% | 7.85% | 35.20% | Q2 2013 | Q1 2023 | 33 |
Covenant Asset Management, LLC | 28 | 28 | 0.00% | 0.77% | 1.80% | Q4 2016 | Q3 2023 | 33 |
Sensible Financial Planning & Management, LLC. | 33 | 33 | 0.33% | 0.50% | 0.64% | Q3 2014 | Q3 2022 | 33 |
Garrison Asset Management, LLC | 25 | 1 | 0.11% | 0.19% | 0.42% | Q2 2013 | Q3 2023 | 33 |
Miracle Mile Advisors, LLC | 33 | 33 | 0.09% | 0.21% | 0.59% | Q3 2015 | Q3 2023 | 33 |
LGL PARTNERS, LLC | 32 | 32 | 6.74% | 15.91% | 24.11% | Q4 2015 | Q3 2023 | 33 |
AQR Capital Management | 25 | 2 | 0.00% | 0.16% | 0.85% | Q4 2014 | Q3 2023 | 33 |
Financial Management Professionals, Inc. | 33 | 33 | 0.07% | 0.48% | 3.38% | Q3 2015 | Q3 2023 | 33 |
Pinnacle Wealth Planning Services, Inc. | 24 | 24 | 0.00% | 0.86% | 3.52% | Q4 2017 | Q3 2023 | 33 |
Maryland Capital Management | 29 | 4 | 0.02% | 0.38% | 0.73% | Q2 2014 | Q3 2022 | 33 |
RHUMBLINE ADVISERS | 21 | 12 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 33 |
IndexIQ Advisors LLC | 19 | 6 | 0.03% | 0.79% | 3.36% | Q2 2013 | Q4 2021 | 33 |
SECURITY NATIONAL TRUST CO | 33 | 33 | 0.02% | 2.06% | 3.24% | Q2 2013 | Q2 2021 | 33 |
Acertus Capital Management, LLC | 15 | 15 | 5.55% | 44.92% | 98.66% | Q4 2013 | Q2 2017 | 33 |
WOODMONT INVESTMENT COUNSEL LLC | 20 | 1 | 0.05% | 0.16% | 1.09% | Q4 2013 | Q3 2023 | 33 |
AMERICAN INTERNATIONAL GROUP, INC. | 33 | 33 | 0.08% | 0.29% | 0.90% | Q2 2013 | Q2 2021 | 33 |
VICTORY CAPITAL MANAGEMENT INC | 27 | 6 | 0.00% | 0.01% | 0.10% | Q2 2015 | Q3 2023 | 33 |
Invst, LLC | 22 | 22 | 0.00% | 0.67% | 1.64% | Q2 2018 | Q3 2023 | 33 |
Advisors Capital Management, LLC | 22 | 1 | 0.02% | 0.24% | 1.06% | Q4 2014 | Q3 2023 | 33 |
Pinnacle Advisory Group, Inc. | 32 | 32 | 0.00% | 0.20% | 0.76% | Q2 2013 | Q1 2021 | 33 |
River Wealth Advisors LLC | 33 | 33 | 0.17% | 0.32% | 0.87% | Q3 2015 | Q3 2023 | 33 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 26 | 26 | 0.00% | 1.09% | 3.88% | Q2 2017 | Q3 2023 | 33 |
Gerber Kawasaki Wealth & Investment Management | 21 | 10 | 0.00% | 0.52% | 1.50% | Q4 2015 | Q3 2023 | 33 |
PICTET ASSET MANAGEMENT LTD | 33 | 33 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q2 2021 | 33 |
QUEST INVESTMENT MANAGEMENT LLC | 18 | 1 | 0.02% | 0.04% | 0.09% | Q2 2013 | Q3 2023 | 33 |
F&V Capital Management, LLC | 28 | 5 | 0.18% | 1.10% | 1.90% | Q4 2014 | Q3 2023 | 33 |
Versant Capital Management, Inc | 33 | 33 | 0.00% | 0.48% | 0.93% | Q4 2015 | Q4 2023 | 33 |
USCA RIA LLC | 33 | 33 | 0.40% | 1.93% | 8.58% | Q2 2013 | Q2 2021 | 33 |
Courage Miller Partners, LLC | 33 | 33 | 0.31% | 0.36% | 0.39% | Q3 2015 | Q3 2023 | 33 |
BASSO CAPITAL MANAGEMENT, L.P. | 9 | 1 | 0.12% | 3.48% | 25.97% | Q2 2013 | Q3 2023 | 33 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 26 | 2 | 0.06% | 0.21% | 2.02% | Q4 2013 | Q3 2023 | 33 |
K2 PRINCIPAL FUND, L.P. | 9 | 1 | 0.04% | 2.67% | 15.43% | Q2 2015 | Q3 2023 | 33 |
Hillsdale Investment Management Inc. | 33 | 33 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q3 2023 | 33 |
PALISADE CAPITAL MANAGEMENT, LP | 27 | 1 | 0.01% | 0.03% | 0.23% | Q1 2013 | Q3 2023 | 33 |
Financial Sense Advisors, Inc. | 15 | 2 | 0.06% | 2.58% | 15.43% | Q2 2013 | Q3 2023 | 33 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 24 | 1 | 0.00% | 0.04% | 0.19% | Q4 2014 | Q3 2023 | 33 |
Sabal Trust CO | 29 | 1 | 0.02% | 0.10% | 0.20% | Q4 2013 | Q3 2023 | 33 |
SCOPIA CAPITAL MANAGEMENT LP | 14 | 1 | 0.77% | 5.98% | 16.86% | Q2 2013 | Q3 2023 | 33 |
Marathon Trading Investment Management LLC | 16 | 1 | 0.02% | 2.19% | 15.44% | Q1 2013 | Q2 2023 | 33 |
Stillwater Capital Advisors, LLC | 17 | 1 | 0.03% | 0.22% | 1.87% | Q1 2014 | Q3 2023 | 33 |
Hexavest Inc. | 17 | 16 | 0.02% | 0.55% | 2.64% | Q2 2013 | Q3 2021 | 33 |
Family Management Corp | 20 | 10 | 0.11% | 1.07% | 4.87% | Q4 2013 | Q3 2023 | 33 |
EXANE DERIVATIVES | 11 | 9 | 0.01% | 0.77% | 5.05% | Q4 2014 | Q2 2022 | 33 |
VALICENTI ADVISORY SERVICES INC | 33 | 33 | 0.36% | 1.01% | 5.54% | Q3 2015 | Q3 2023 | 33 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 5 | 0.59% | 2.12% | 3.57% | Q2 2014 | Q3 2022 | 32 |
Violich Capital Management, Inc. | 32 | 32 | 0.06% | 0.19% | 0.25% | Q4 2015 | Q3 2023 | 32 |
LVM CAPITAL MANAGEMENT LTD/MI | 28 | 4 | 0.07% | 0.73% | 1.41% | Q3 2015 | Q3 2023 | 32 |
FARMERS TRUST CO | 24 | 5 | 0.08% | 3.90% | 10.28% | Q4 2015 | Q3 2023 | 32 |
Camelot Portfolios, LLC | 7 | 3 | 0.01% | 0.13% | 0.92% | Q4 2016 | Q3 2023 | 32 |
Paradigm Financial Advisors, LLC | 32 | 32 | 1.26% | 2.56% | 4.52% | Q1 2014 | Q4 2021 | 32 |
JANICZEK WEALTH MANAGEMENT, LLC | 22 | 2 | 0.02% | 0.14% | 0.72% | Q4 2016 | Q3 2023 | 32 |
WOODSTOCK CORP | 30 | 2 | 0.04% | 0.25% | 0.80% | Q3 2013 | Q4 2023 | 32 |
Goodman Financial Corp | 18 | 3 | 0.10% | 0.55% | 1.98% | Q2 2013 | Q3 2023 | 32 |
PACIFIC FINANCIAL GROUP INC | 20 | 1 | 0.37% | 2.56% | 4.14% | Q2 2013 | Q3 2023 | 32 |
High Falls Advisors, Inc | 32 | 32 | 0.50% | 3.80% | 8.03% | Q4 2015 | Q3 2023 | 32 |
Covenant Multifamily Offices, LLC | 32 | 32 | 1.74% | 25.45% | 75.07% | Q4 2013 | Q3 2021 | 32 |
Wealthstar Advisors, LLC | 10 | 9 | 0.13% | 8.91% | 64.78% | Q1 2018 | Q3 2023 | 32 |
FIL Ltd | 14 | 1 | 0.00% | 0.07% | 0.63% | Q1 2014 | Q3 2023 | 32 |
NICOLET BANKSHARES INC | 32 | 32 | 1.93% | 2.55% | 3.39% | Q4 2015 | Q3 2023 | 32 |
INVESTMENT HOUSE LLC | 32 | 32 | 0.06% | 0.47% | 3.99% | Q4 2015 | Q3 2023 | 32 |
NIXON PEABODY TRUST CO | 32 | 32 | 1.13% | 2.47% | 5.33% | Q4 2015 | Q3 2023 | 32 |
Insight Wealth Partners, LLC | 16 | 16 | 0.10% | 16.83% | 75.70% | Q4 2019 | Q3 2023 | 32 |
SG3 Management, LLC | 22 | 22 | 0.30% | 4.30% | 26.22% | Q3 2017 | Q4 2022 | 32 |
Summit Financial Wealth Advisors, LLC | 32 | 32 | 0.25% | 0.77% | 3.11% | Q4 2015 | Q3 2023 | 32 |
Belvedere Trading LLC | 9 | 1 | 0.28% | 29.25% | 96.48% | Q4 2014 | Q3 2023 | 32 |
Itau Unibanco Holding S.A. | 19 | 1 | 0.10% | 11.16% | 39.50% | Q2 2016 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.08% | 0.24% | 0.59% | Q2 2013 | Q1 2021 | 32 |
Migdal Insurance & Financial Holdings Ltd. | 32 | 32 | 0.21% | 0.67% | 1.96% | Q4 2015 | Q3 2023 | 32 |
NewSquare Capital LLC | 30 | 1 | 0.00% | 3.98% | 5.61% | Q3 2013 | Q3 2023 | 32 |
Wellington Shields Capital Management, LLC | 32 | 32 | 0.00% | 0.09% | 0.22% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.17% | 0.25% | 0.36% | Q1 2016 | Q4 2023 | 32 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 32 | 32 | 0.73% | 1.53% | 2.54% | Q4 2015 | Q3 2023 | 32 |
Ayalon Insurance Comp Ltd. | 24 | 8 | 1.29% | 4.35% | 14.04% | Q1 2015 | Q3 2023 | 32 |
AMERICAN CENTURY COMPANIES INC | 9 | 1 | 0.00% | 0.07% | 0.55% | Q2 2013 | Q3 2023 | 32 |
NORTH AMERICAN MANAGEMENT CORP | 32 | 32 | 0.66% | 1.98% | 3.45% | Q2 2013 | Q1 2021 | 32 |
Moisand Fitzgerald Tamayo, LLC | 32 | 32 | 0.18% | 0.29% | 0.51% | Q4 2015 | Q3 2023 | 32 |
PEOPLES BANK /OH | 32 | 32 | 2.94% | 3.45% | 4.00% | Q4 2015 | Q3 2023 | 32 |
Jackson, Grant Investment Advisers, Inc. | 32 | 32 | 5.08% | 10.98% | 15.02% | Q4 2015 | Q3 2023 | 32 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 28 | 4 | 0.31% | 0.38% | 0.44% | Q4 2014 | Q3 2023 | 32 |
Regal Wealth Group, Inc. | 32 | 32 | 0.15% | 0.21% | 0.28% | Q4 2015 | Q3 2023 | 32 |
St. Louis Trust Co | 32 | 32 | 11.14% | 18.49% | 28.06% | Q4 2015 | Q3 2023 | 32 |
Grove Bank & Trust | 32 | 32 | 0.07% | 1.31% | 2.32% | Q4 2015 | Q3 2023 | 32 |
FORT PITT CAPITAL GROUP, LLC | 32 | 32 | 0.02% | 0.23% | 1.74% | Q4 2015 | Q3 2023 | 32 |
Colorado Capital Management, Inc. | 32 | 32 | 4.11% | 4.96% | 6.35% | Q4 2015 | Q3 2023 | 32 |
HOWARD CAPITAL MANAGEMENT | 32 | 32 | 3.37% | 4.48% | 6.62% | Q1 2013 | Q4 2020 | 32 |
Clarius Group, LLC | 32 | 32 | 0.37% | 1.07% | 2.18% | Q4 2015 | Q3 2023 | 32 |
Mandatum Life Insurance Co Ltd | 32 | 32 | 0.09% | 0.21% | 0.53% | Q4 2015 | Q3 2023 | 32 |
Sitrin Capital Management LLC | 32 | 32 | 2.01% | 3.00% | 4.42% | Q4 2015 | Q3 2023 | 32 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.05% | 0.43% | 0.87% | Q4 2015 | Q3 2023 | 32 |
InterOcean Capital, LLC | 29 | 29 | 0.01% | 8.91% | 12.06% | Q2 2013 | Q2 2020 | 32 |
Armbruster Capital Management, Inc. | 32 | 32 | 1.21% | 2.26% | 3.66% | Q4 2015 | Q3 2023 | 32 |
BAINCO INTERNATIONAL INVESTORS | 32 | 32 | 2.86% | 6.63% | 17.40% | Q1 2013 | Q4 2020 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 2.02% | 3.08% | 4.03% | Q4 2015 | Q3 2023 | 32 |
HOME FEDERAL BANK OF TENNESSEE | 32 | 32 | 0.42% | 0.72% | 1.12% | Q4 2015 | Q3 2023 | 32 |
Alpha Omega Wealth Management LLC | 32 | 32 | 0.08% | 0.13% | 0.20% | Q4 2015 | Q3 2023 | 32 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 24 | 8 | 1.05% | 1.58% | 2.19% | Q4 2014 | Q3 2023 | 32 |
WIMMER ASSOCIATES 1, LLC | 32 | 32 | 2.11% | 2.36% | 2.75% | Q4 2015 | Q3 2023 | 32 |
Berkeley Capital Partners, LLC | 32 | 32 | 2.81% | 13.94% | 21.37% | Q4 2015 | Q3 2023 | 32 |
Cornerstone Advisory, LLC | 32 | 32 | 0.29% | 0.53% | 0.76% | Q4 2015 | Q3 2023 | 32 |
Bristlecone Advisors, LLC | 32 | 32 | 1.08% | 3.31% | 5.03% | Q4 2015 | Q3 2023 | 32 |
Apollo Management Holdings, L.P. | 22 | 1 | 0.05% | 4.16% | 16.46% | Q3 2013 | Q3 2023 | 32 |
Clearwater Capital Advisors, LLC | 30 | 30 | 0.03% | 0.24% | 0.50% | Q2 2016 | Q3 2023 | 32 |
Mutual Advisors, LLC | 24 | 24 | 0.00% | 1.28% | 6.40% | Q4 2017 | Q3 2023 | 32 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.38% | 1.58% | 5.96% | Q4 2016 | Q3 2023 | 32 |
Narwhal Capital Management | 13 | 1 | 0.00% | 0.18% | 2.99% | Q1 2014 | Q3 2023 | 32 |
Nuveen Asset Management, LLC | 25 | 5 | 0.00% | 0.04% | 0.24% | Q4 2014 | Q3 2023 | 32 |
Asset Dedication, LLC | 32 | 32 | 0.26% | 0.47% | 0.96% | Q4 2015 | Q3 2023 | 32 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.01% | 1.02% | 1.74% | Q2 2017 | Q2 2023 | 32 |
Knighthead Capital Management, LLC | 18 | 1 | 4.57% | 39.03% | 76.47% | Q1 2014 | Q3 2023 | 32 |
Brouwer & Janachowski, LLC | 32 | 32 | 0.82% | 1.25% | 2.50% | Q4 2013 | Q3 2021 | 32 |
ArchPoint Investors | 32 | 32 | 0.20% | 1.00% | 2.82% | Q2 2013 | Q1 2021 | 32 |
Circle Wealth Management, LLC | 28 | 28 | 0.04% | 27.36% | 43.12% | Q4 2016 | Q3 2023 | 32 |
REDW Wealth LLC | 28 | 28 | 0.20% | 3.48% | 6.78% | Q4 2016 | Q3 2023 | 31 |
Well Done, LLC | 31 | 31 | 0.55% | 1.08% | 1.40% | Q1 2016 | Q3 2023 | 31 |
Ashfield Capital Partners, LLC | 21 | 10 | 0.01% | 0.04% | 0.09% | Q2 2013 | Q3 2022 | 31 |
ELLINGTON MANAGEMENT GROUP LLC | 9 | 1 | 0.05% | 6.56% | 66.43% | Q3 2013 | Q2 2021 | 31 |
Private Wealth Advisors, Inc. | 31 | 31 | 3.46% | 4.54% | 5.19% | Q2 2013 | Q4 2020 | 31 |
JBF Capital, Inc. | 22 | 1 | 0.00% | 27.34% | 45.24% | Q2 2013 | Q2 2023 | 31 |
Kelman-Lazarov, Inc. | 31 | 31 | 0.66% | 1.28% | 1.87% | Q1 2016 | Q3 2023 | 31 |
Karp Capital Management Corp | 24 | 7 | 0.00% | 0.11% | 0.24% | Q4 2014 | Q3 2022 | 31 |
Edgestream Partners, L.P. | 12 | 1 | 0.15% | 2.31% | 15.31% | Q2 2014 | Q3 2023 | 31 |
Silicon Valley Capital Partners | 31 | 31 | 13.88% | 32.02% | 56.84% | Q1 2016 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 2.26% | 3.13% | 3.80% | Q1 2016 | Q3 2023 | 31 |
Welch Group, LLC | 14 | 4 | 0.01% | 0.66% | 1.96% | Q3 2015 | Q3 2023 | 31 |
O'Brien Wealth Partners LLC | 23 | 8 | 0.08% | 0.30% | 0.69% | Q4 2015 | Q3 2023 | 31 |
Hanson & Doremus Investment Management | 31 | 31 | 0.22% | 0.30% | 0.35% | Q1 2016 | Q3 2023 | 31 |
Mizuho Markets Cayman LP | 13 | 2 | 0.00% | 5.93% | 99.10% | Q4 2019 | Q3 2023 | 31 |
Westbourne Investment Advisors, Inc. | 19 | 12 | 0.22% | 0.43% | 0.88% | Q3 2015 | Q3 2023 | 31 |
Granite Point Capital Management, L.P. | 9 | 1 | 0.51% | 13.81% | 77.52% | Q3 2015 | Q4 2022 | 31 |
Royal Fund Management, LLC | 21 | 1 | 0.00% | 0.64% | 3.61% | Q4 2016 | Q3 2023 | 31 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.04% | 2.06% | 2.99% | Q4 2018 | Q3 2023 | 31 |
Stonebridge Capital Advisors LLC | 26 | 5 | 0.08% | 0.10% | 0.13% | Q4 2014 | Q3 2023 | 31 |
Sullivan, Bruyette, Speros & Blaney, LLC | 20 | 20 | 0.00% | 19.01% | 36.66% | Q2 2016 | Q1 2021 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.86% | 1.87% | 3.04% | Q1 2016 | Q3 2023 | 31 |
Shay Capital LLC | 12 | 12 | 0.03% | 6.43% | 25.60% | Q4 2020 | Q3 2023 | 31 |
LEVIN CAPITAL STRATEGIES, L.P. | 13 | 1 | 0.00% | 0.39% | 2.96% | Q2 2013 | Q3 2023 | 31 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 28 | 3 | 0.01% | 0.08% | 0.20% | Q2 2015 | Q3 2023 | 31 |
RENAISSANCE GROUP LLC | 27 | 4 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q2 2021 | 31 |
Atlas Brown,Inc. | 27 | 4 | 0.04% | 0.36% | 1.32% | Q2 2014 | Q3 2023 | 31 |
M&R CAPITAL MANAGEMENT INC | 31 | 31 | 0.02% | 0.06% | 0.16% | Q2 2016 | Q4 2023 | 31 |
Stillwater Investment Management, LLC | 21 | 10 | 0.12% | 0.32% | 0.50% | Q2 2015 | Q1 2023 | 31 |
MinichMacGregor Wealth Management, LLC | 17 | 14 | 0.10% | 0.50% | 2.15% | Q4 2015 | Q3 2023 | 31 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.11% | 0.62% | Q1 2017 | Q3 2023 | 31 |
Provident Investment Management, Inc. | 31 | 31 | 0.06% | 0.48% | 1.36% | Q2 2013 | Q4 2020 | 31 |
ADELL HARRIMAN & CARPENTER INC | 24 | 2 | 0.03% | 0.07% | 0.54% | Q4 2014 | Q3 2023 | 31 |
Telemetry Investments, L.L.C. | 11 | 1 | 0.52% | 11.23% | 53.89% | Q1 2015 | Q4 2022 | 31 |
Intercontinental Wealth Advisors, LLC | 31 | 31 | 6.81% | 12.62% | 21.18% | Q4 2015 | Q2 2023 | 31 |
Sutton Wealth Advisors Inc. | 31 | 31 | 0.16% | 1.41% | 2.83% | Q1 2016 | Q3 2023 | 31 |
Plancorp, LLC | 28 | 1 | 0.13% | 3.86% | 15.87% | Q1 2014 | Q3 2023 | 31 |
Graham Capital Management, L.P. | 10 | 1 | 0.01% | 8.17% | 32.97% | Q2 2013 | Q1 2022 | 31 |
SENTRY INVESTMENT MANAGEMENT LLC | 17 | 1 | 0.01% | 3.33% | 32.21% | Q2 2013 | Q3 2023 | 31 |
HBW ADVISORY SERVICES LLC | 17 | 17 | 0.00% | 0.70% | 2.83% | Q3 2019 | Q3 2023 | 31 |
3EDGE Asset Management, LP | 10 | 1 | 0.00% | 3.38% | 35.48% | Q4 2016 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.00% | 0.92% | 1.70% | Q2 2014 | Q4 2021 | 31 |
Cedar Wealth Management, LLC | 31 | 31 | 0.10% | 0.22% | 0.49% | Q1 2016 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.13% | 0.54% | Q2 2013 | Q3 2023 | 31 |
Venturi Wealth Management, LLC | 24 | 1 | 0.17% | 3.14% | 10.07% | Q4 2015 | Q3 2023 | 31 |
Private Capital Advisors, Inc. | 24 | 2 | 0.04% | 0.12% | 0.29% | Q4 2013 | Q3 2023 | 31 |
EVERGREEN CAPITAL MANAGEMENT LLC | 26 | 3 | 0.01% | 0.58% | 0.85% | Q2 2016 | Q3 2023 | 31 |
CYPRESS CAPITAL MANAGEMENT LLC | 31 | 31 | 0.07% | 0.61% | 1.20% | Q1 2015 | Q3 2022 | 31 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 1.39% | 7.93% | 14.21% | Q2 2016 | Q3 2023 | 30 |
ETRADE Capital Management LLC | 30 | 30 | 4.75% | 7.22% | 9.43% | Q2 2013 | Q3 2020 | 30 |
Columbia Asset Management | 10 | 1 | 0.41% | 1.12% | 1.73% | Q4 2013 | Q3 2023 | 30 |
GAM Holding AG | 18 | 12 | 0.00% | 0.29% | 2.37% | Q2 2013 | Q4 2020 | 30 |
Man Group plc | 7 | 3 | 0.00% | 0.03% | 0.31% | Q1 2018 | Q3 2023 | 30 |
J.P. Marvel Investment Advisors, LLC | 17 | 2 | 0.25% | 0.32% | 0.46% | Q4 2015 | Q3 2023 | 30 |
WEXFORD CAPITAL LP | 11 | 1 | 0.04% | 2.17% | 11.96% | Q1 2014 | Q3 2023 | 30 |
RPg Family Wealth Advisory, LLC | 20 | 10 | 0.01% | 0.41% | 2.82% | Q1 2016 | Q3 2023 | 30 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 28 | 1 | 0.02% | 0.10% | 0.35% | Q2 2013 | Q2 2023 | 30 |
BerganKDV Wealth Management, LLC | 30 | 30 | 0.11% | 0.19% | 0.41% | Q1 2016 | Q2 2023 | 30 |
FIFTH THIRD SECURITIES, INC. | 24 | 6 | 0.50% | 3.90% | 9.28% | Q1 2016 | Q3 2023 | 30 |
NOMURA ASSET MANAGEMENT CO LTD | 24 | 6 | 0.00% | 0.02% | 0.10% | Q1 2016 | Q3 2023 | 30 |
Investidor Profissional Gestao de Recursos Ltda. | 24 | 24 | 0.05% | 18.20% | 46.34% | Q4 2017 | Q3 2023 | 30 |
Magnus Financial Group LLC | 20 | 20 | 0.00% | 4.23% | 22.60% | Q4 2018 | Q3 2023 | 30 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 17 | 6 | 0.00% | 0.50% | 1.46% | Q2 2013 | Q2 2021 | 30 |
Sandell Asset Management Corp. | 14 | 1 | 0.55% | 10.01% | 53.55% | Q1 2014 | Q1 2020 | 30 |
Trellus Management Company, LLC | 9 | 1 | 0.40% | 11.46% | 46.02% | Q2 2013 | Q3 2023 | 30 |
InterOcean Capital Group, LLC | 12 | 12 | 0.00% | 3.04% | 9.72% | Q4 2020 | Q3 2023 | 30 |
Bedell Frazier Investment Counselling, LLC | 27 | 1 | 0.07% | 0.73% | 5.58% | Q3 2014 | Q3 2023 | 30 |
DEARBORN PARTNERS LLC | 21 | 9 | 0.02% | 0.06% | 0.28% | Q2 2013 | Q3 2023 | 30 |
ALERUS FINANCIAL NA | 30 | 30 | 0.07% | 1.86% | 3.76% | Q2 2016 | Q3 2023 | 30 |
Stearns Financial Services Group | 30 | 30 | 0.10% | 1.26% | 5.57% | Q2 2013 | Q3 2020 | 30 |
Zurich Insurance Group Ltd/FI | 25 | 2 | 0.08% | 0.29% | 0.86% | Q3 2015 | Q3 2023 | 30 |
WEST CHESTER CAPITAL ADVISORS, INC | 12 | 1 | 0.90% | 2.54% | 5.07% | Q2 2013 | Q3 2023 | 30 |
Greytown Advisors Inc. | 25 | 2 | 0.11% | 0.65% | 9.43% | Q4 2016 | Q3 2023 | 30 |
Mach-1 Financial Group, LLC | 12 | 12 | 0.00% | 2.15% | 15.61% | Q4 2020 | Q3 2023 | 30 |
Legacy Advisors, LLC | 28 | 28 | 0.00% | 4.62% | 7.99% | Q4 2016 | Q3 2023 | 30 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 30 | 30 | 18.27% | 23.22% | 27.96% | Q2 2013 | Q3 2020 | 30 |
SevenBridge Financial Group, LLC | 30 | 30 | 0.07% | 0.17% | 0.29% | Q2 2016 | Q3 2023 | 30 |
TEXAS CAPITAL BANCSHARES INC/TX | 30 | 30 | 1.16% | 2.63% | 5.22% | Q2 2016 | Q3 2023 | 30 |
Mitsubishi UFJ Trust & Banking Corp | 25 | 5 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 30 |
Gilbert & Cook, Inc. | 28 | 28 | 0.03% | 0.43% | 0.58% | Q4 2016 | Q3 2023 | 30 |
ALPHA WINDWARD LLC | 30 | 30 | 1.41% | 1.85% | 2.65% | Q2 2013 | Q3 2020 | 30 |
BlackRock Investment Management, LLC | 15 | 15 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q4 2016 | 30 |
Transform Wealth, LLC | 25 | 4 | 0.09% | 1.64% | 4.00% | Q2 2016 | Q3 2023 | 30 |
Strategic Wealth Partners Group, LLC | 20 | 9 | 0.00% | 7.92% | 11.10% | Q2 2016 | Q3 2023 | 30 |
Wealthcare Advisory Partners LLC | 30 | 30 | 1.42% | 9.14% | 27.72% | Q2 2016 | Q3 2023 | 30 |
Sage Advisory Services, Ltd.Co. | 12 | 5 | 0.06% | 9.47% | 34.32% | Q2 2013 | Q3 2023 | 30 |
Verger Capital Management LLC | 30 | 30 | 0.34% | 8.97% | 21.37% | Q2 2016 | Q3 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.39% | 11.59% | 16.54% | Q2 2016 | Q3 2023 | 30 |
WESTWOOD HOLDINGS GROUP INC | 29 | 1 | 0.00% | 0.04% | 0.18% | Q4 2015 | Q3 2023 | 30 |
Granite Investment Advisors, LLC | 16 | 2 | 0.04% | 0.17% | 0.80% | Q2 2013 | Q3 2021 | 30 |
BTC Capital Management, Inc. | 21 | 1 | 0.40% | 0.54% | 0.72% | Q1 2015 | Q3 2023 | 30 |
McAdam, LLC | 28 | 28 | 0.00% | 0.14% | 0.35% | Q4 2016 | Q3 2023 | 30 |
Calamos Wealth Management LLC | 30 | 30 | 0.04% | 0.90% | 2.00% | Q2 2016 | Q3 2023 | 30 |
TEALWOOD ASSET MANAGEMENT INC | 29 | 1 | 0.09% | 0.14% | 0.23% | Q1 2014 | Q3 2021 | 30 |
Corbenic Partners LLC | 19 | 11 | 0.08% | 5.87% | 15.88% | Q2 2013 | Q2 2022 | 30 |
Domani Wealth, LLC | 30 | 30 | 1.27% | 2.06% | 4.26% | Q4 2015 | Q1 2023 | 30 |
Clearstead Advisors, LLC | 28 | 28 | 0.01% | 0.70% | 1.91% | Q4 2016 | Q3 2023 | 30 |
ARMISTICE CAPITAL, LLC | 17 | 3 | 4.94% | 17.49% | 29.46% | Q4 2014 | Q3 2023 | 29 |
DIMENSION CAPITAL MANAGEMENT LLC | 28 | 28 | 0.06% | 10.86% | 18.11% | Q4 2016 | Q3 2023 | 29 |
Financial Advocates Investment Management | 24 | 24 | 0.02% | 2.08% | 3.11% | Q4 2017 | Q3 2023 | 29 |
Arvest Bank Trust Division | 29 | 29 | 1.50% | 3.01% | 5.05% | Q3 2014 | Q3 2021 | 29 |
Private Wealth Partners, LLC | 21 | 4 | 0.07% | 0.24% | 0.37% | Q4 2013 | Q3 2023 | 29 |
GODSEY & GIBB, INC | 24 | 1 | 0.24% | 0.68% | 4.34% | Q2 2015 | Q3 2023 | 29 |
NIPPON LIFE INSURANCE CO | 28 | 1 | 5.06% | 7.60% | 9.69% | Q2 2013 | Q4 2020 | 29 |
FIDUCIARY TRUST INTERNATIONAL LLC | 29 | 29 | 5.28% | 16.37% | 35.56% | Q2 2013 | Q2 2020 | 29 |
Litman Gregory Wealth Management LLC | 24 | 2 | 0.08% | 0.42% | 0.55% | Q1 2016 | Q3 2023 | 29 |
Curbstone Financial Management Corp | 15 | 1 | 0.13% | 0.19% | 0.33% | Q1 2014 | Q4 2023 | 29 |
First PREMIER Bank | 29 | 29 | 0.01% | 0.29% | 0.88% | Q3 2016 | Q3 2023 | 29 |
AJ WEALTH STRATEGIES, LLC | 27 | 27 | 0.06% | 1.14% | 3.54% | Q4 2016 | Q2 2023 | 29 |
SVA Wealth Management, LLC | 29 | 29 | 0.10% | 0.38% | 2.62% | Q4 2013 | Q4 2020 | 29 |
Fortis Advisors, LLC | 28 | 28 | 0.01% | 0.69% | 2.72% | Q4 2016 | Q3 2023 | 29 |
CI INVESTMENTS INC. | 20 | 1 | 0.00% | 0.45% | 2.81% | Q2 2013 | Q3 2023 | 29 |
Field & Main Bank | 14 | 4 | 0.02% | 0.04% | 0.15% | Q4 2013 | Q3 2023 | 29 |
Hedeker Wealth, LLC | 20 | 1 | 0.01% | 0.29% | 2.82% | Q4 2014 | Q3 2023 | 29 |
Cavalier Investments, LLC | 13 | 1 | 0.23% | 2.41% | 8.21% | Q3 2015 | Q3 2023 | 29 |
Gibson Capital, LLC | 29 | 29 | 0.08% | 0.20% | 0.28% | Q4 2014 | Q4 2021 | 29 |
Cable Hill Partners, LLC | 18 | 2 | 0.01% | 0.26% | 0.41% | Q4 2014 | Q3 2023 | 29 |
COWEN AND COMPANY, LLC | 13 | 1 | 0.00% | 1.54% | 9.52% | Q4 2019 | Q3 2023 | 29 |
Bruderman Asset Management, LLC | 25 | 4 | 0.06% | 0.92% | 1.81% | Q1 2015 | Q2 2022 | 29 |
Crescent Grove Advisors, LLC | 26 | 26 | 0.01% | 3.68% | 5.31% | Q2 2017 | Q3 2023 | 29 |
PEDDOCK CAPITAL ADVISORS, LLC | 29 | 29 | 0.11% | 0.75% | 1.91% | Q3 2016 | Q3 2023 | 29 |
Echo Street Capital Management LLC | 22 | 1 | 0.04% | 1.73% | 5.58% | Q1 2015 | Q3 2023 | 29 |
CADENCE BANK NA | 21 | 8 | 0.56% | 1.27% | 2.02% | Q2 2013 | Q3 2022 | 29 |
Liberty Capital Management, Inc. | 17 | 12 | 0.13% | 0.29% | 0.44% | Q2 2016 | Q3 2023 | 29 |
BRINKER CAPITAL INC | 29 | 29 | 0.35% | 2.60% | 6.59% | Q2 2013 | Q2 2020 | 29 |
Intersect Capital LLC | 20 | 9 | 0.19% | 0.50% | 0.79% | Q4 2014 | Q1 2022 | 29 |
Crestone Asset Management LLC | 28 | 1 | 0.20% | 1.09% | 1.83% | Q1 2016 | Q3 2023 | 29 |
STRS OHIO | 14 | 5 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q3 2023 | 29 |
VISTA CAPITAL PARTNERS, INC. | 29 | 29 | 0.07% | 0.50% | 0.86% | Q3 2016 | Q3 2023 | 29 |
SANDERS MORRIS HARRIS LLC | 17 | 3 | 0.06% | 0.31% | 1.78% | Q1 2016 | Q3 2023 | 29 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.00% | 0.68% | 1.12% | Q2 2017 | Q3 2023 | 29 |
SPROTT INC. | 16 | 11 | 0.01% | 0.51% | 1.41% | Q2 2013 | Q2 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.02% | 6.03% | 8.48% | Q1 2016 | Q4 2022 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 5.89% | 6.80% | 7.80% | Q3 2016 | Q3 2023 | 29 |
FENIMORE ASSET MANAGEMENT INC | 29 | 29 | 0.02% | 0.04% | 0.17% | Q3 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.11% | 0.16% | 0.27% | Q4 2013 | Q4 2020 | 29 |
IBERIABANK CORP | 28 | 1 | 0.21% | 1.48% | 3.18% | Q4 2012 | Q2 2020 | 29 |
Kovitz Investment Group, LLC | 11 | 11 | 0.02% | 0.49% | 2.11% | Q2 2013 | Q4 2015 | 29 |
Harfst & Associates, Inc. | 21 | 3 | 0.05% | 0.75% | 1.22% | Q2 2015 | Q3 2023 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.11% | 0.16% | 0.28% | Q4 2016 | Q3 2023 | 28 |
O'Dell Group, LLC | 28 | 28 | 5.65% | 9.41% | 12.87% | Q4 2016 | Q3 2023 | 28 |
APPLETON PARTNERS INC/MA | 28 | 28 | 0.97% | 1.80% | 4.18% | Q1 2017 | Q4 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.16% | 0.54% | 0.80% | Q4 2016 | Q3 2023 | 28 |
SCHOLTZ & COMPANY, LLC | 28 | 28 | 0.18% | 0.31% | 0.66% | Q4 2016 | Q3 2023 | 28 |
Alkeon Capital Management | 23 | 2 | 4.00% | 19.33% | 44.51% | Q2 2017 | Q3 2023 | 28 |
OXFORD FINANCIAL GROUP, LTD. LLC | 28 | 28 | 1.16% | 1.94% | 3.26% | Q4 2016 | Q3 2023 | 28 |
Wealthspire Advisors, LLC | 20 | 20 | 0.00% | 3.09% | 6.87% | Q4 2018 | Q3 2023 | 28 |
Avantax Planning Partners, Inc. | 28 | 28 | 0.02% | 0.15% | 0.40% | Q4 2016 | Q3 2023 | 28 |
Hutchin Hill Capital, LP | 9 | 8 | 0.00% | 0.92% | 7.12% | Q2 2013 | Q3 2017 | 28 |
THOMAS STORY & SON LLC | 28 | 28 | 0.17% | 0.27% | 0.35% | Q3 2016 | Q2 2023 | 28 |
TAP Consulting, LLC | 17 | 1 | 0.01% | 1.84% | 4.17% | Q1 2019 | Q3 2023 | 28 |
Relative Value Partners Group, LLC | 24 | 1 | 0.03% | 0.22% | 0.77% | Q4 2015 | Q3 2023 | 28 |
CAPITAL ADVISORS INC/OK | 28 | 28 | 0.03% | 0.78% | 2.27% | Q4 2016 | Q3 2023 | 28 |
Stuart Chaussee & Associates, Inc. | 28 | 28 | 0.01% | 0.01% | 0.05% | Q4 2016 | Q3 2023 | 28 |
D L CARLSON INVESTMENT GROUP INC | 28 | 28 | 0.06% | 0.18% | 0.62% | Q4 2016 | Q3 2023 | 28 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.00% | 1.03% | 3.24% | Q2 2013 | Q4 2016 | 28 |
Bishop Rock Capital, L.P. | 28 | 28 | 4.46% | 7.41% | 11.44% | Q4 2016 | Q3 2023 | 28 |
BigSur Wealth Management LLC | 28 | 28 | 11.50% | 20.06% | 31.37% | Q4 2016 | Q3 2023 | 28 |
Nokomis Capital, L.L.C. | 8 | 1 | 0.08% | 5.01% | 14.86% | Q2 2013 | Q3 2023 | 28 |
Darwin Wealth Management, LLC | 28 | 28 | 0.12% | 0.27% | 2.03% | Q4 2016 | Q3 2023 | 28 |
ORRSTOWN FINANCIAL SERVICES INC | 25 | 3 | 0.08% | 0.37% | 0.83% | Q3 2013 | Q1 2021 | 28 |
Pacific Wealth Strategies Group, Inc. | 28 | 28 | 0.38% | 1.29% | 1.87% | Q4 2016 | Q3 2023 | 28 |
Aptus Capital Advisors, LLC | 20 | 20 | 0.01% | 1.82% | 34.90% | Q4 2018 | Q3 2023 | 28 |
FORTE CAPITAL LLC /ADV | 14 | 14 | 0.16% | 0.30% | 1.43% | Q3 2014 | Q3 2023 | 28 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.06% | 0.39% | 2.04% | Q4 2018 | Q3 2023 | 28 |
ASSET PLANNING SERVICES INC /LA/ /ADV | 28 | 28 | 0.24% | 0.38% | 0.66% | Q4 2016 | Q3 2023 | 28 |
Highland Private Wealth Management | 28 | 28 | 2.28% | 5.02% | 8.26% | Q4 2015 | Q3 2022 | 28 |
BAR HARBOR WEALTH MANAGEMENT | 28 | 28 | 0.03% | 0.10% | 0.32% | Q4 2016 | Q3 2023 | 28 |
Leith Wheeler Investment Counsel Ltd. | 28 | 28 | 0.15% | 0.33% | 1.35% | Q1 2017 | Q4 2023 | 28 |
Aveo Capital Partners, LLC | 28 | 28 | 0.24% | 2.87% | 17.54% | Q4 2016 | Q3 2023 | 28 |
Altshuler Shaham Ltd | 21 | 1 | 0.00% | 1.63% | 11.99% | Q4 2017 | Q3 2023 | 28 |
Canal Capital Management, LLC | 27 | 1 | 0.22% | 0.44% | 2.25% | Q2 2016 | Q3 2023 | 28 |
Day & Ennis, LLC | 28 | 28 | 0.16% | 0.22% | 0.38% | Q4 2016 | Q3 2023 | 28 |
Visium Asset Management, LP | 12 | 12 | 0.00% | 0.31% | 1.07% | Q2 2013 | Q1 2016 | 28 |
STATE OF WISCONSIN INVESTMENT BOARD | 27 | 27 | 0.00% | 0.19% | 1.17% | Q1 2017 | Q3 2023 | 28 |
Silverleafe Capital Partners, LLC | 25 | 25 | 0.00% | 3.07% | 8.92% | Q4 2017 | Q4 2023 | 28 |
CWA Asset Management Group, LLC | 28 | 28 | 0.17% | 0.61% | 1.22% | Q4 2016 | Q3 2023 | 28 |
FCG ADVISORS, LLC | 24 | 1 | 0.15% | 1.69% | 3.06% | Q2 2013 | Q3 2020 | 28 |
Cribstone Capital Management, LLC | 27 | 1 | 0.09% | 2.37% | 8.99% | Q4 2015 | Q4 2022 | 28 |
Banco Santander, S.A. | 28 | 28 | 0.71% | 1.34% | 2.29% | Q4 2016 | Q3 2023 | 28 |
WESPAC Advisors SoCal, LLC | 27 | 1 | 0.06% | 0.44% | 4.73% | Q4 2015 | Q3 2023 | 28 |
Tuttle Capital Management, LLC | 17 | 1 | 0.30% | 12.01% | 37.98% | Q1 2014 | Q1 2022 | 28 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 13 | 1 | 0.17% | 0.32% | 0.95% | Q2 2013 | Q3 2023 | 28 |
LYELL WEALTH MANAGEMENT, LP | 28 | 28 | 0.14% | 0.40% | 0.74% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.48% | 0.71% | 1.01% | Q4 2016 | Q3 2023 | 28 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 28 | 28 | 0.74% | 7.89% | 44.76% | Q4 2016 | Q3 2023 | 28 |
Bridgeworth, LLC | 28 | 28 | 0.44% | 2.59% | 4.36% | Q4 2016 | Q3 2023 | 28 |
SIMON QUICK ADVISORS, LLC | 28 | 28 | 4.14% | 10.75% | 19.41% | Q4 2016 | Q3 2023 | 28 |
ARTHUR M. COHEN & ASSOCIATES, LLC | 24 | 1 | 0.43% | 5.30% | 6.42% | Q3 2014 | Q3 2023 | 28 |
Vantage Financial Partners Ltd., Inc. | 28 | 28 | 12.28% | 16.56% | 19.75% | Q4 2016 | Q3 2023 | 28 |
Armor Investment Advisors, LLC | 28 | 28 | 0.30% | 0.40% | 0.60% | Q4 2016 | Q3 2023 | 28 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.50% | 0.98% | Q4 2016 | Q3 2023 | 28 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.03% | 0.29% | 0.67% | Q4 2016 | Q3 2023 | 28 |
CONCENTRIC WEALTH MANAGEMENT, LLC | 28 | 28 | 0.23% | 0.37% | 0.64% | Q4 2016 | Q3 2023 | 28 |
Omnia Family Wealth, LLC | 28 | 28 | 1.08% | 1.64% | 2.66% | Q4 2016 | Q3 2023 | 28 |
Fusion Family Wealth LLC | 28 | 28 | 0.11% | 0.31% | 0.60% | Q4 2016 | Q3 2023 | 28 |
Shepherd Financial Partners LLC | 28 | 28 | 13.50% | 17.50% | 20.97% | Q4 2016 | Q3 2023 | 28 |
ARDSLEY ADVISORY PARTNERS LP | 5 | 1 | 0.27% | 3.81% | 16.69% | Q2 2013 | Q2 2023 | 28 |
GenTrust, LLC | 28 | 28 | 4.91% | 11.32% | 19.98% | Q4 2016 | Q3 2023 | 28 |
Meridian Wealth Management, LLC | 28 | 28 | 1.79% | 3.85% | 6.03% | Q4 2016 | Q3 2023 | 28 |
Perennial Advisors, LLC | 28 | 28 | 0.76% | 1.52% | 2.66% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.13% | 0.39% | 1.28% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.01% | 2.26% | 3.92% | Q4 2016 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 3.84% | 4.17% | 4.61% | Q4 2016 | Q3 2023 | 28 |
HCR Wealth Advisors | 28 | 28 | 0.32% | 0.43% | 0.61% | Q4 2016 | Q3 2023 | 28 |
CERTUITY, LLC | 16 | 16 | 0.00% | 7.46% | 18.64% | Q4 2019 | Q3 2023 | 28 |
Marietta Wealth Management, LLC | 28 | 28 | 0.65% | 0.92% | 1.34% | Q4 2016 | Q3 2023 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.74% | 0.95% | 1.44% | Q4 2016 | Q3 2023 | 28 |
Bryn Mawr Capital Management, LLC | 28 | 28 | 0.74% | 2.74% | 5.64% | Q4 2016 | Q3 2023 | 28 |
Sterling Investment Advisors, Ltd. | 28 | 28 | 0.36% | 0.48% | 0.65% | Q4 2016 | Q3 2023 | 28 |
BlueSky Wealth Advisors, LLC | 28 | 28 | 0.62% | 0.92% | 1.38% | Q4 2016 | Q3 2023 | 28 |
Nantahala Capital Management | 10 | 1 | 1.03% | 5.19% | 12.01% | Q2 2013 | Q2 2020 | 28 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 22.35% | 26.58% | 30.37% | Q4 2016 | Q3 2023 | 28 |
Blankinship & Foster, LLC | 28 | 28 | 0.83% | 1.05% | 1.28% | Q4 2016 | Q3 2023 | 28 |
Bogart Wealth, LLC | 28 | 28 | 0.00% | 0.24% | 4.96% | Q4 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.94% | 1.79% | 4.38% | Q4 2016 | Q3 2023 | 28 |
Thomasville National Bank | 27 | 1 | 0.03% | 0.09% | 0.21% | Q1 2015 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.01% | 0.06% | 0.42% | Q4 2016 | Q3 2023 | 28 |
ACADEMY CAPITAL MANAGEMENT INC/TX | 9 | 1 | 0.05% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 28 |
Fiduciary Trust Co International of Pennsylvania | 28 | 28 | 0.21% | 0.27% | 0.37% | Q2 2013 | Q1 2020 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 2.38% | 3.34% | 4.16% | Q4 2016 | Q3 2023 | 28 |
Providence Capital Advisors, LLC | 24 | 24 | 0.00% | 0.40% | 1.00% | Q4 2017 | Q3 2023 | 28 |
Mercer Capital Advisers, Inc. | 28 | 28 | 2.63% | 4.52% | 6.76% | Q4 2014 | Q3 2021 | 28 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 12 | 1 | 0.06% | 3.71% | 13.23% | Q2 2013 | Q4 2019 | 28 |
Larson Financial Group LLC | 21 | 2 | 0.00% | 0.33% | 1.01% | Q4 2017 | Q3 2023 | 28 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.87% | 1.52% | Q4 2017 | Q3 2023 | 28 |
DAIDO LIFE INSURANCE CO | 28 | 28 | 5.28% | 21.41% | 30.55% | Q4 2016 | Q3 2023 | 28 |
JARISLOWSKY, FRASER Ltd | 28 | 28 | 0.06% | 0.08% | 0.15% | Q4 2016 | Q3 2023 | 28 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 28 | 28 | 5.38% | 7.81% | 10.97% | Q4 2016 | Q3 2023 | 28 |
Conservest Capital Advisors, Inc. | 27 | 27 | 4.30% | 8.81% | 13.57% | Q1 2017 | Q3 2023 | 27 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 27 | 27 | 0.46% | 1.95% | 3.12% | Q3 2015 | Q1 2022 | 27 |
GRANDFIELD & DODD, LLC | 19 | 1 | 0.02% | 0.08% | 0.14% | Q4 2013 | Q3 2023 | 27 |
Flaharty Asset Management, LLC | 27 | 27 | 0.22% | 0.51% | 0.92% | Q1 2017 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.08% | 0.19% | 0.24% | Q4 2016 | Q3 2023 | 27 |
THOMPSON DAVIS & CO., INC. | 17 | 2 | 0.00% | 0.88% | 2.04% | Q4 2013 | Q3 2023 | 27 |
ZWJ INVESTMENT COUNSEL INC | 27 | 27 | 0.08% | 0.22% | 0.57% | Q1 2017 | Q3 2023 | 27 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.00% | 1.47% | 4.71% | Q4 2015 | Q3 2020 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.78% | 1.38% | 2.58% | Q2 2013 | Q4 2019 | 27 |
Keeley-Teton Advisors, LLC | 27 | 27 | 0.20% | 0.74% | 1.23% | Q1 2017 | Q3 2023 | 27 |
Element Wealth, LLC | 16 | 16 | 0.14% | 2.26% | 5.27% | Q4 2019 | Q3 2023 | 27 |
MSD Partners, L.P. | 10 | 1 | 0.86% | 17.83% | 69.25% | Q2 2014 | Q2 2022 | 27 |
Hanlon Investment Management, Inc. | 12 | 1 | 0.07% | 0.72% | 4.53% | Q2 2013 | Q2 2023 | 27 |
Wharton Business Group, LLC | 27 | 27 | 0.04% | 0.10% | 0.19% | Q2 2016 | Q4 2022 | 27 |
Ullmann Wealth Partners Group, LLC | 24 | 3 | 0.14% | 0.50% | 1.38% | Q4 2016 | Q3 2023 | 27 |
Heritage Trust Co | 27 | 27 | 0.02% | 0.88% | 1.71% | Q1 2017 | Q3 2023 | 27 |
CANADA PENSION PLAN INVESTMENT BOARD | 9 | 1 | 0.00% | 0.63% | 2.59% | Q1 2013 | Q3 2023 | 27 |
Parkside Investments, LLC | 27 | 27 | 0.30% | 0.58% | 1.35% | Q1 2017 | Q3 2023 | 27 |
Beaumont Financial Partners, LLC | 26 | 1 | 0.07% | 0.12% | 0.27% | Q4 2015 | Q3 2022 | 27 |
Cerity Partners LLC | 27 | 27 | 1.61% | 4.56% | 6.73% | Q1 2017 | Q3 2023 | 27 |
QS Investors, LLC | 27 | 27 | 0.10% | 1.23% | 1.81% | Q4 2014 | Q2 2021 | 27 |
CIBC BANK USA | 27 | 27 | 0.29% | 0.46% | 0.71% | Q2 2013 | Q4 2019 | 27 |
Strategic Blueprint, LLC | 20 | 20 | 0.00% | 1.15% | 4.85% | Q4 2018 | Q3 2023 | 27 |
Confluence Wealth Management LLC | 27 | 27 | 2.89% | 3.88% | 4.66% | Q1 2014 | Q3 2020 | 27 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 26 | 1 | 0.06% | 0.17% | 0.29% | Q4 2013 | Q3 2023 | 27 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 27 | 27 | 1.26% | 1.45% | 1.59% | Q2 2013 | Q4 2019 | 27 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 27 | 27 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Capital Investment Advisory Services, LLC | 23 | 3 | 0.17% | 0.57% | 1.42% | Q1 2017 | Q3 2023 | 27 |
MARSHALL & SULLIVAN INC /WA/ | 27 | 27 | 0.48% | 1.10% | 1.29% | Q1 2017 | Q3 2023 | 27 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 27 | 27 | 0.01% | 0.11% | 0.50% | Q1 2017 | Q3 2023 | 27 |
OPPENHEIMER ASSET MANAGEMENT INC. | 27 | 27 | 0.18% | 0.52% | 0.74% | Q1 2017 | Q3 2023 | 27 |
Sowell Financial Services LLC | 17 | 10 | 0.60% | 1.17% | 1.99% | Q4 2016 | Q3 2023 | 27 |
Mirador Capital Partners LP | 27 | 27 | 0.05% | 0.19% | 0.49% | Q1 2017 | Q3 2023 | 27 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.00% | 1.00% | 1.59% | Q4 2017 | Q2 2023 | 27 |
Voya Financial Advisors, Inc. | 27 | 27 | 0.04% | 1.28% | 5.43% | Q1 2015 | Q3 2021 | 27 |
First Command Financial Services, Inc. | 27 | 27 | 0.02% | 0.19% | 0.36% | Q4 2016 | Q2 2023 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.18% | 1.17% | 2.60% | Q2 2015 | Q4 2021 | 27 |
First Command Bank | 27 | 27 | 0.09% | 0.21% | 0.36% | Q4 2016 | Q2 2023 | 27 |
STEADFAST CAPITAL MANAGEMENT LP | 8 | 1 | 0.40% | 4.80% | 21.57% | Q4 2013 | Q2 2022 | 27 |
CMT Asset Management Ltd | 11 | 1 | 0.02% | 1.92% | 7.39% | Q4 2012 | Q2 2017 | 27 |
Estabrook Capital Management | 27 | 27 | 0.00% | 0.19% | 2.87% | Q2 2013 | Q4 2019 | 27 |
Alyeska Investment Group, L.P. | 16 | 1 | 0.04% | 1.27% | 8.10% | Q3 2013 | Q4 2020 | 27 |
NewFocus Financial Group, LLC | 19 | 8 | 0.08% | 0.66% | 1.01% | Q4 2013 | Q4 2020 | 27 |
EFG Asset Management (Americas) Corp. | 25 | 2 | 0.06% | 1.21% | 4.39% | Q4 2013 | Q3 2023 | 27 |
Forefront Analytics, LLC | 24 | 24 | 0.00% | 4.52% | 10.64% | Q4 2017 | Q3 2023 | 27 |
CIGNA INVESTMENTS INC /NEW | 27 | 27 | 0.19% | 0.74% | 1.36% | Q4 2016 | Q2 2023 | 27 |
Almanack Investment Partners, LLC. | 22 | 4 | 0.00% | 0.88% | 5.99% | Q1 2017 | Q3 2023 | 27 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 23 | 4 | 0.00% | 0.04% | 0.18% | Q2 2013 | Q3 2023 | 27 |
TRILLIUM ASSET MANAGEMENT, LLC | 15 | 1 | 0.01% | 0.07% | 0.17% | Q4 2014 | Q3 2023 | 27 |
Boston Trust Walden Corp | 27 | 27 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q3 2023 | 27 |
HALL CAPITAL MANAGEMENT CO INC | 17 | 10 | 0.26% | 0.31% | 0.36% | Q4 2016 | Q3 2023 | 27 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 14 | 13 | 0.01% | 3.77% | 14.53% | Q2 2013 | Q1 2020 | 27 |
CTC LLC | 6 | 1 | 0.02% | 19.78% | 88.49% | Q2 2013 | Q2 2023 | 27 |
CIBC WORLD MARKETS CORP | 8 | 1 | 0.01% | 3.53% | 30.46% | Q4 2014 | Q3 2023 | 27 |
Leisure Capital Management | 26 | 1 | 0.22% | 0.58% | 1.54% | Q1 2015 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 1.67% | 2.09% | 2.77% | Q2 2013 | Q4 2019 | 27 |
AMP Capital Investors Ltd | 20 | 1 | 0.00% | 0.04% | 0.16% | Q2 2013 | Q3 2021 | 26 |
SteelPeak Wealth, LLC | 16 | 16 | 0.00% | 1.43% | 2.93% | Q4 2019 | Q3 2023 | 26 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 26 | 26 | 0.10% | 0.21% | 0.88% | Q2 2013 | Q3 2019 | 26 |
Barnett & Company, Inc. | 21 | 1 | 0.01% | 0.11% | 0.21% | Q3 2014 | Q1 2022 | 26 |
Weiss Multi-Strategy Advisers LLC | 9 | 2 | 0.01% | 2.24% | 15.47% | Q2 2013 | Q2 2022 | 26 |
LeJeune Puetz Investment Counsel LLC | 26 | 26 | 1.78% | 2.11% | 4.14% | Q4 2016 | Q1 2023 | 26 |
CHECK CAPITAL MANAGEMENT INC/CA | 26 | 26 | 0.01% | 0.03% | 0.13% | Q2 2017 | Q3 2023 | 26 |
Foothills Asset Management, Ltd. | 26 | 26 | 2.76% | 4.29% | 5.86% | Q4 2013 | Q1 2020 | 26 |
BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 25 | 1 | 0.01% | 0.04% | 0.45% | Q2 2013 | Q1 2023 | 26 |
Kohmann Bosshard Financial Services, LLC | 25 | 1 | 0.07% | 0.10% | 0.25% | Q1 2017 | Q3 2023 | 26 |
Ahrens Investment Partners LLC | 16 | 1 | 0.01% | 0.34% | 0.80% | Q4 2016 | Q1 2023 | 26 |
Trinity Legacy Partners, LLC | 20 | 20 | 0.00% | 0.37% | 1.28% | Q4 2018 | Q3 2023 | 26 |
Gratus Capital, LLC | 26 | 26 | 0.08% | 0.56% | 1.70% | Q2 2017 | Q3 2023 | 26 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.00% | 0.22% | 0.64% | Q1 2018 | Q3 2023 | 26 |
Banco BTG Pactual S.A. | 13 | 1 | 0.00% | 1.74% | 5.91% | Q1 2016 | Q3 2023 | 26 |
FIRST NEW YORK SECURITIES LLC /NY | 14 | 14 | 0.00% | 1.55% | 12.12% | Q2 2013 | Q3 2016 | 26 |
GLG Partners LP | 13 | 13 | 0.01% | 2.10% | 11.15% | Q1 2014 | Q1 2017 | 26 |
Paulson Wealth Management Inc. | 24 | 24 | 0.00% | 2.28% | 6.29% | Q4 2017 | Q3 2023 | 26 |
KOPP INVESTMENT ADVISORS LLC | 26 | 26 | 0.28% | 0.81% | 2.26% | Q2 2013 | Q3 2019 | 26 |
Black Swift Group, LLC | 26 | 26 | 0.46% | 6.83% | 17.01% | Q2 2017 | Q3 2023 | 26 |
Founders Capital Management | 13 | 13 | 0.06% | 1.77% | 3.46% | Q1 2017 | Q4 2023 | 26 |
Owl Creek Asset Management, L.P. | 7 | 1 | 2.82% | 23.19% | 54.86% | Q2 2013 | Q3 2023 | 26 |
DORCHESTER WEALTH MANAGEMENT Co | 14 | 3 | 0.07% | 0.16% | 0.20% | Q2 2015 | Q3 2023 | 26 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 1.13% | 1.83% | 2.92% | Q2 2013 | Q3 2019 | 26 |
UBS ASSET MANAGEMENT AMERICAS INC | 26 | 26 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2019 | 26 |
Family Legacy, Inc. | 24 | 2 | 1.45% | 1.69% | 1.89% | Q1 2017 | Q3 2023 | 26 |
AIA Group Ltd | 10 | 3 | 1.30% | 34.44% | 100.00% | Q4 2012 | Q3 2023 | 26 |
PARK AVENUE SECURITIES LLC | 26 | 26 | 0.04% | 0.42% | 1.10% | Q2 2017 | Q3 2023 | 26 |
Spectrum Asset Management, Inc. (NB/CA) | 21 | 5 | 0.20% | 0.38% | 0.64% | Q2 2015 | Q3 2023 | 26 |
Candriam S.C.A. | 18 | 7 | 0.00% | 0.03% | 0.18% | Q4 2014 | Q1 2023 | 26 |
Colonial Trust Advisors | 26 | 26 | 0.08% | 0.08% | 0.10% | Q2 2017 | Q3 2023 | 26 |
BOSTON ADVISORS LLC | 26 | 26 | 0.05% | 0.46% | 1.79% | Q2 2013 | Q3 2019 | 26 |
BFSG, LLC | 17 | 9 | 0.12% | 0.58% | 2.90% | Q1 2017 | Q3 2023 | 26 |
Quintium Advisors, LLC | 10 | 10 | 0.00% | 27.74% | 46.15% | Q4 2013 | Q1 2016 | 26 |
BTG Pactual Global Asset Management Ltd | 11 | 1 | 0.06% | 9.74% | 42.72% | Q2 2018 | Q3 2023 | 26 |
HALSEY ASSOCIATES INC/CT | 26 | 26 | 0.13% | 0.25% | 0.40% | Q2 2013 | Q3 2019 | 26 |
Geneva Partners, LLC | 25 | 1 | 0.74% | 1.09% | 1.70% | Q2 2016 | Q3 2023 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.02% | 0.12% | 0.27% | Q4 2016 | Q3 2023 | 26 |
Independent Advisor Alliance | 20 | 1 | 0.00% | 0.37% | 1.90% | Q1 2017 | Q3 2023 | 26 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.00% | 0.53% | 1.03% | Q4 2018 | Q3 2023 | 26 |
GenWealth Group, Inc. | 26 | 26 | 2.39% | 4.16% | 5.96% | Q2 2017 | Q3 2023 | 26 |
Garner Asset Management Corp | 26 | 26 | 0.43% | 0.56% | 0.82% | Q2 2017 | Q3 2023 | 26 |
LOGAN CAPITAL MANAGEMENT INC | 20 | 1 | 0.02% | 0.09% | 0.33% | Q4 2014 | Q3 2023 | 26 |
Sage Capital Advisors,llc | 26 | 26 | 0.36% | 1.60% | 2.92% | Q2 2017 | Q3 2023 | 26 |
National Pension Service | 22 | 4 | 0.00% | 2.82% | 3.83% | Q3 2014 | Q1 2021 | 26 |
MPS Loria Financial Planners, LLC | 26 | 26 | 0.21% | 0.59% | 3.25% | Q2 2017 | Q3 2023 | 26 |
Vivaldi Capital Management LP | 24 | 2 | 0.00% | 2.96% | 4.75% | Q1 2017 | Q3 2023 | 26 |
Balentine LLC | 15 | 10 | 0.00% | 0.09% | 0.73% | Q3 2015 | Q3 2023 | 26 |
Crossmark Global Holdings, Inc. | 25 | 1 | 0.02% | 0.04% | 0.14% | Q3 2016 | Q3 2023 | 26 |
SOROS CAPITAL MANAGEMENT LLC | 15 | 15 | 0.00% | 7.78% | 56.26% | Q1 2020 | Q3 2023 | 26 |
Axel Capital Management, LLC | 23 | 3 | 1.73% | 59.08% | 100.00% | Q2 2014 | Q4 2022 | 26 |
Sunbelt Securities, Inc. | 25 | 1 | 0.10% | 0.78% | 1.17% | Q4 2016 | Q3 2023 | 26 |
RATIONAL ADVISORS LLC | 7 | 1 | 0.04% | 1.16% | 8.25% | Q1 2009 | Q3 2023 | 26 |
B. Riley Wealth Management, Inc. | 16 | 9 | 0.02% | 1.37% | 3.49% | Q1 2014 | Q2 2022 | 26 |
Integrated Advisors Network LLC | 16 | 16 | 0.00% | 1.29% | 3.13% | Q4 2019 | Q3 2023 | 25 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 25 | 25 | 0.07% | 0.24% | 0.49% | Q2 2013 | Q2 2019 | 25 |
HARVEST CAPITAL MANAGEMENT INC | 25 | 25 | 0.23% | 0.26% | 0.39% | Q2 2013 | Q2 2019 | 25 |
ASSET MANAGEMENT CORP /IL/ /ADV | 13 | 13 | 0.41% | 5.56% | 21.25% | Q1 2020 | Q1 2023 | 25 |
MARIETTA INVESTMENT PARTNERS LLC | 13 | 1 | 0.05% | 0.09% | 0.15% | Q2 2013 | Q1 2022 | 25 |
LANDAAS & CO /WI /ADV | 25 | 25 | 0.17% | 0.42% | 0.64% | Q3 2017 | Q3 2023 | 25 |
LONDON CO OF VIRGINIA | 9 | 1 | 0.00% | 0.03% | 0.24% | Q2 2013 | Q3 2023 | 25 |
YACKTMAN ASSET MANAGEMENT LP | 13 | 1 | 0.00% | 0.02% | 0.14% | Q4 2013 | Q3 2023 | 25 |
JET CAPITAL INVESTORS L P | 7 | 1 | 2.36% | 11.61% | 24.17% | Q4 2013 | Q4 2021 | 25 |
QVT Financial LP | 17 | 1 | 0.03% | 5.32% | 38.48% | Q4 2013 | Q3 2023 | 25 |
ASHFORD CAPITAL MANAGEMENT INC | 13 | 12 | 0.05% | 0.93% | 2.83% | Q2 2013 | Q3 2023 | 25 |
COBIZ WEALTH, LLC | 25 | 25 | 0.06% | 0.07% | 0.09% | Q2 2013 | Q2 2019 | 25 |
Cornerstone Investment Partners, LLC | 21 | 1 | 0.01% | 0.08% | 0.32% | Q4 2014 | Q4 2022 | 25 |
Sterling Capital Management LLC | 25 | 25 | 0.02% | 1.90% | 7.81% | Q3 2013 | Q3 2019 | 25 |
Hugh Johnson Advisors LLC | 25 | 25 | 3.85% | 4.58% | 5.47% | Q2 2013 | Q2 2019 | 25 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.12% | 1.11% | 1.83% | Q4 2017 | Q3 2023 | 25 |
Hartford Financial Management Inc. | 16 | 2 | 0.01% | 0.05% | 0.14% | Q4 2015 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.33% | 0.69% | 1.53% | Q2 2013 | Q2 2019 | 25 |
Stevens First Principles Investment Advisors | 25 | 25 | 0.04% | 0.56% | 0.88% | Q2 2013 | Q2 2019 | 25 |
Sonora Investment Management, LLC | 25 | 25 | 0.03% | 0.08% | 0.36% | Q3 2015 | Q3 2021 | 25 |
1607 Capital Partners, LLC | 25 | 25 | 0.42% | 1.47% | 2.81% | Q1 2017 | Q1 2023 | 25 |
Tanglewood Wealth Management, Inc. | 13 | 12 | 0.05% | 0.08% | 0.09% | Q4 2015 | Q1 2022 | 25 |
Lenox Wealth Management, Inc. | 15 | 10 | 0.03% | 0.07% | 0.28% | Q4 2013 | Q2 2020 | 25 |
Anson Funds Management LP | 10 | 1 | 0.76% | 17.18% | 59.04% | Q3 2015 | Q3 2023 | 25 |
AFT, FORSYTH & COMPANY, INC. | 23 | 2 | 0.01% | 0.38% | 0.64% | Q2 2013 | Q3 2023 | 25 |
Main Street Research LLC | 23 | 1 | 0.03% | 0.08% | 0.18% | Q2 2016 | Q3 2023 | 25 |
Smart Portfolios, LLC | 16 | 9 | 0.20% | 2.17% | 11.05% | Q2 2013 | Q1 2022 | 25 |
KLS Professional Advisors Group, LLC | 25 | 25 | 9.28% | 41.64% | 62.26% | Q2 2013 | Q2 2019 | 25 |
McCutchen Group LLC | 22 | 3 | 0.14% | 0.30% | 1.11% | Q2 2015 | Q3 2022 | 25 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 25 | 25 | 0.02% | 0.68% | 2.05% | Q2 2013 | Q2 2019 | 25 |
W.G. Shaheen & Associates DBA Whitney & Co | 24 | 1 | 0.04% | 0.09% | 0.20% | Q2 2015 | Q3 2023 | 25 |
Black Maple Capital Management LP | 4 | 4 | 0.58% | 17.49% | 44.00% | Q4 2015 | Q3 2023 | 25 |
Arosa Capital Management LP | 5 | 1 | 0.01% | 2.73% | 14.89% | Q4 2015 | Q3 2023 | 25 |
Torch Wealth Management LLC | 25 | 25 | 0.39% | 1.08% | 2.79% | Q4 2013 | Q4 2019 | 25 |
FormulaFolio Investments, LLC | 21 | 1 | 0.03% | 0.22% | 3.43% | Q1 2015 | Q2 2021 | 25 |
Newfound Research LLC | 16 | 9 | 0.00% | 6.23% | 33.00% | Q4 2015 | Q3 2022 | 25 |
Giverny Capital | 25 | 25 | 0.11% | 0.15% | 0.20% | Q3 2017 | Q3 2023 | 25 |
Paracle Advisors, LLC | 13 | 5 | 0.10% | 0.13% | 0.19% | Q3 2014 | Q1 2021 | 25 |
Kalos Management, Inc. | 24 | 1 | 0.11% | 2.61% | 6.42% | Q4 2015 | Q2 2023 | 25 |
Mosaic Family Wealth, LLC | 25 | 25 | 0.14% | 0.27% | 0.58% | Q4 2015 | Q4 2021 | 25 |
Corient Capital Partners, LLC | 25 | 25 | 0.31% | 0.83% | 1.83% | Q3 2016 | Q3 2022 | 25 |
Norway Savings Bank | 25 | 25 | 0.04% | 0.07% | 0.12% | Q4 2016 | Q4 2022 | 25 |
YorkBridge Wealth Partners, LLC | 25 | 25 | 0.70% | 2.17% | 7.47% | Q4 2016 | Q4 2022 | 25 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.28% | 1.53% | 5.97% | Q1 2017 | Q2 2022 | 25 |
CFO4Life Group, LLC | 17 | 8 | 0.13% | 0.24% | 1.05% | Q1 2017 | Q3 2023 | 25 |
TIAA, FSB | 25 | 25 | 0.53% | 0.81% | 1.34% | Q2 2017 | Q2 2023 | 25 |
Csenge Advisory Group | 25 | 25 | 5.35% | 7.49% | 10.83% | Q3 2017 | Q3 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 1.71% | 3.62% | 7.76% | Q3 2017 | Q3 2023 | 25 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 6.12% | 7.91% | Q4 2017 | Q3 2023 | 25 |
Strategic Family Wealth Counselors, L.L.C. | 20 | 20 | 0.05% | 1.29% | 3.39% | Q4 2018 | Q3 2023 | 25 |
MGO ONE SEVEN LLC | 21 | 2 | 0.00% | 1.16% | 1.80% | Q4 2017 | Q3 2023 | 25 |
Prime Capital Investment Advisors, LLC | 19 | 3 | 0.00% | 0.52% | 3.92% | Q4 2017 | Q3 2023 | 25 |
Leonard Rickey Investment Advisors P.L.L.C. | 19 | 19 | 0.00% | 0.40% | 0.73% | Q1 2019 | Q3 2023 | 25 |
Fairhaven Wealth Management, LLC | 17 | 2 | 0.02% | 0.65% | 1.06% | Q4 2018 | Q3 2023 | 25 |
Artemis Wealth Advisors, LLC | 25 | 25 | 0.05% | 0.28% | 1.02% | Q3 2017 | Q3 2023 | 25 |
EPIQ Capital Group, LLC | 16 | 16 | 0.18% | 2.12% | 6.86% | Q4 2019 | Q3 2023 | 25 |
Soltis Investment Advisors LLC | 16 | 16 | 0.00% | 0.68% | 1.42% | Q4 2019 | Q3 2023 | 25 |
MIZUHO MARKETS AMERICAS LLC | 9 | 9 | 0.00% | 3.73% | 62.37% | Q3 2021 | Q3 2023 | 25 |
ARMSTRONG HENRY H ASSOCIATES INC | 25 | 25 | 0.04% | 0.10% | 0.30% | Q3 2017 | Q3 2023 | 25 |
MARINO, STRAM & ASSOCIATES LLC | 24 | 24 | 0.05% | 0.29% | 1.15% | Q4 2017 | Q3 2023 | 24 |
MEITAV INVESTMENT HOUSE LTD | 24 | 24 | 0.17% | 2.50% | 5.67% | Q4 2017 | Q3 2023 | 24 |
WoodTrust Financial Corp | 24 | 24 | 0.09% | 0.32% | 0.82% | Q4 2017 | Q3 2023 | 24 |
Ellenbecker Investment Group | 24 | 24 | 0.28% | 1.10% | 2.00% | Q4 2017 | Q3 2023 | 24 |
Alaska Wealth Advisors | 24 | 24 | 13.44% | 19.48% | 25.11% | Q4 2017 | Q3 2023 | 24 |
ELEMENT POINTE ADVISORS, LLC | 20 | 20 | 5.74% | 11.89% | 16.66% | Q4 2018 | Q3 2023 | 24 |
TOTAL INVESTMENT MANAGEMENT INC | 21 | 21 | 0.00% | 4.56% | 13.69% | Q3 2018 | Q3 2023 | 24 |
CAPITAL WEALTH MANAGEMENT, LLC | 24 | 24 | 2.97% | 5.84% | 7.64% | Q4 2017 | Q3 2023 | 24 |
C M BIDWELL & ASSOCIATES LTD | 24 | 24 | 0.14% | 0.29% | 0.42% | Q4 2017 | Q3 2023 | 24 |
Lutz Financial Services LLC | 24 | 24 | 3.68% | 5.66% | 8.75% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.35% | 0.65% | 0.98% | Q4 2017 | Q3 2023 | 24 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 20 | 1 | 0.00% | 0.06% | 0.55% | Q4 2017 | Q3 2023 | 24 |
Smart Money Group LLC | 24 | 24 | 0.94% | 2.11% | 7.74% | Q4 2017 | Q3 2023 | 24 |
Tower View Wealth Management LLC | 24 | 24 | 2.16% | 2.88% | 3.82% | Q4 2017 | Q3 2023 | 24 |
Nicollet Investment Management, Inc. | 24 | 24 | 0.33% | 2.31% | 5.63% | Q4 2017 | Q3 2023 | 24 |
JUNCTURE WEALTH STRATEGIES, LLC | 21 | 3 | 0.32% | 1.25% | 3.42% | Q3 2015 | Q4 2023 | 24 |
Arlington Partners LLC | 24 | 24 | 0.27% | 0.67% | 1.20% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.42% | 0.65% | 0.92% | Q4 2017 | Q3 2023 | 24 |
Cypress Wealth Services, LLC | 24 | 24 | 1.64% | 1.95% | 2.24% | Q4 2017 | Q3 2023 | 24 |
Pegasus Asset Management, Inc. | 24 | 24 | 1.63% | 1.98% | 2.74% | Q4 2017 | Q3 2023 | 24 |
Creegan & Nassoura Financial Group, LLC | 16 | 8 | 0.29% | 0.35% | 0.40% | Q4 2014 | Q3 2023 | 24 |
Rice Partnership, LLC | 24 | 24 | 0.59% | 0.81% | 1.58% | Q4 2017 | Q3 2023 | 24 |
Stordahl Capital Management, Inc. | 24 | 24 | 3.11% | 4.27% | 5.30% | Q4 2017 | Q3 2023 | 24 |
LAKE STREET FINANCIAL LLC | 19 | 19 | 0.34% | 0.84% | 1.60% | Q1 2019 | Q3 2023 | 24 |
Cornell Pochily Investment Advisors, Inc. | 24 | 24 | 1.77% | 3.99% | 4.68% | Q4 2017 | Q3 2023 | 24 |
Wealth Alliance Advisory Group, LLC | 24 | 24 | 0.30% | 1.36% | 2.01% | Q4 2017 | Q3 2023 | 24 |
Successful Portfolios LLC | 24 | 24 | 6.60% | 7.67% | 9.06% | Q4 2017 | Q3 2023 | 24 |
USAdvisors Wealth Management, LLC | 24 | 24 | 0.30% | 0.99% | 1.49% | Q4 2017 | Q3 2023 | 24 |
Private Wealth Group, LLC | 24 | 24 | 0.87% | 7.47% | 24.90% | Q4 2017 | Q3 2023 | 24 |
Ballast, Inc. | 24 | 24 | 0.15% | 0.19% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Kavar Capital Partners, LLC | 16 | 1 | 0.11% | 0.15% | 0.22% | Q4 2013 | Q3 2020 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.40% | 0.52% | 0.72% | Q4 2017 | Q3 2023 | 24 |
Port Capital LLC | 24 | 24 | 0.25% | 0.63% | 1.58% | Q4 2017 | Q3 2023 | 24 |
Front Row Advisors LLC | 24 | 24 | 0.63% | 0.78% | 0.96% | Q4 2017 | Q3 2023 | 24 |
Claret Asset Management Corp | 24 | 24 | 0.11% | 0.34% | 0.82% | Q4 2017 | Q3 2023 | 24 |
Front Street Capital Management, Inc. | 20 | 4 | 0.08% | 0.17% | 0.24% | Q2 2016 | Q3 2023 | 24 |
Cresset Asset Management, LLC | 20 | 20 | 0.65% | 5.22% | 43.58% | Q4 2018 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 1.32% | 1.56% | 1.69% | Q4 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.51% | 2.26% | 4.38% | Q4 2017 | Q3 2023 | 24 |
TRADITION CAPITAL MANAGEMENT LLC | 24 | 24 | 0.18% | 0.83% | 2.33% | Q2 2013 | Q1 2019 | 24 |
Acorn Wealth Advisors, LLC | 24 | 24 | 0.71% | 0.93% | 1.11% | Q4 2017 | Q3 2023 | 24 |
MetLife Investment Management, LLC | 24 | 24 | 0.24% | 0.98% | 2.20% | Q4 2017 | Q3 2023 | 24 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 24 | 24 | 12.86% | 31.03% | 51.29% | Q4 2017 | Q3 2023 | 24 |
Arbor Investment Advisors, LLC | 14 | 1 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q3 2023 | 24 |
jvl associates llc | 24 | 24 | 0.25% | 0.32% | 0.43% | Q4 2017 | Q3 2023 | 24 |
Midwest Professional Planners, LTD. | 24 | 24 | 0.88% | 7.17% | 20.12% | Q4 2017 | Q3 2023 | 24 |
WealthTrust Fairport, LLC | 24 | 24 | 0.09% | 0.15% | 0.24% | Q2 2013 | Q1 2019 | 24 |
LOOMIS SAYLES & CO L P | 19 | 1 | 0.00% | 0.06% | 0.76% | Q2 2013 | Q1 2020 | 24 |
Intellectus Partners, LLC | 9 | 7 | 0.10% | 0.60% | 1.59% | Q4 2016 | Q3 2023 | 24 |
CHEMICAL BANK | 24 | 24 | 0.12% | 0.54% | 0.96% | Q3 2013 | Q2 2019 | 24 |
PFG Advisors | 24 | 24 | 0.96% | 1.86% | 2.68% | Q4 2017 | Q3 2023 | 24 |
AT Bancorp | 24 | 24 | 0.03% | 0.14% | 0.39% | Q2 2013 | Q1 2019 | 24 |
JS Capital Management LLC | 12 | 2 | 0.05% | 26.47% | 72.66% | Q4 2013 | Q3 2020 | 24 |
Allen Investment Management, LLC | 24 | 24 | 0.17% | 0.48% | 0.96% | Q4 2017 | Q3 2023 | 24 |
BADGLEY PHELPS & BELL INC | 22 | 2 | 0.02% | 0.11% | 0.23% | Q3 2014 | Q2 2021 | 24 |
Parisi Gray Wealth Management | 24 | 24 | 0.54% | 1.10% | 3.58% | Q4 2017 | Q3 2023 | 24 |
Centerpoint Advisors, LLC | 24 | 24 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2023 | 24 |
SimpliFi, Inc. | 24 | 24 | 2.23% | 5.84% | 9.16% | Q4 2017 | Q3 2023 | 24 |
Aries Wealth Management | 24 | 24 | 1.67% | 2.18% | 2.47% | Q4 2017 | Q3 2023 | 24 |
SOMERVILLE KURT F | 16 | 8 | 0.03% | 0.30% | 0.86% | Q4 2014 | Q4 2022 | 24 |
SYM FINANCIAL Corp | 24 | 24 | 0.09% | 0.30% | 0.49% | Q4 2017 | Q3 2023 | 24 |
Full Sail Capital, LLC | 20 | 20 | 0.00% | 1.13% | 5.11% | Q4 2018 | Q3 2023 | 24 |
Windsor Wealth Management, Inc. | 24 | 24 | 0.13% | 1.00% | 1.71% | Q4 2017 | Q3 2023 | 24 |
Bigelow Investment Advisors, LLC | 24 | 24 | 5.96% | 6.83% | 10.02% | Q4 2017 | Q3 2023 | 24 |
StoneX Group Inc. | 20 | 1 | 0.23% | 0.79% | 1.18% | Q2 2017 | Q3 2023 | 24 |
Seelaus Asset Management LLC | 24 | 24 | 3.02% | 4.27% | 5.83% | Q4 2017 | Q3 2023 | 24 |
LexAurum Advisors, LLC | 24 | 24 | 0.29% | 0.43% | 0.69% | Q4 2017 | Q3 2023 | 24 |
Fulcrum Capital LLC | 24 | 24 | 0.10% | 0.28% | 0.80% | Q4 2017 | Q3 2023 | 24 |
Eldridge Investment Advisors, Inc. | 24 | 24 | 0.63% | 1.02% | 1.50% | Q4 2017 | Q3 2023 | 24 |
Manning & Napier Group, LLC | 24 | 24 | 0.06% | 0.11% | 0.16% | Q4 2017 | Q3 2023 | 24 |
Jordan Park Group LLC | 17 | 6 | 0.02% | 7.15% | 13.79% | Q4 2017 | Q3 2023 | 24 |
Nikulski Financial, Inc. | 24 | 24 | 1.58% | 2.93% | 4.28% | Q4 2017 | Q3 2023 | 24 |
Claybrook Capital, LLC | 24 | 24 | 0.19% | 6.52% | 9.37% | Q4 2017 | Q3 2023 | 24 |
Mascoma Wealth Management LLC | 12 | 12 | 0.06% | 0.25% | 0.35% | Q4 2016 | Q3 2023 | 24 |
FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 24 | 24 | 0.04% | 0.05% | 0.06% | Q4 2017 | Q3 2023 | 24 |
Rossmore Private Capital | 24 | 24 | 0.32% | 0.61% | 1.80% | Q4 2017 | Q3 2023 | 24 |
Winthrop Advisory Group LLC | 24 | 24 | 2.13% | 3.91% | 6.62% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.08% | 0.22% | 0.37% | Q2 2013 | Q1 2019 | 24 |
Clearstead Trust, LLC | 11 | 3 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 24 |
TLWM | 24 | 24 | 15.50% | 19.21% | 22.60% | Q4 2017 | Q3 2023 | 24 |
CNB Bank | 24 | 24 | 0.24% | 0.49% | 0.70% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.42% | 0.56% | 0.66% | Q4 2017 | Q3 2023 | 24 |
Maple Capital Management, Inc. | 24 | 24 | 0.05% | 0.08% | 0.17% | Q4 2017 | Q3 2023 | 24 |
Advocacy Wealth Management Services, LLC | 12 | 2 | 0.01% | 1.04% | 10.50% | Q2 2013 | Q3 2023 | 24 |
Korea Investment CORP | 24 | 24 | 0.40% | 2.97% | 5.35% | Q2 2014 | Q1 2020 | 24 |
Greywolf Capital Management LP | 22 | 1 | 6.07% | 52.18% | 86.88% | Q2 2013 | Q3 2019 | 24 |
LAKE STREET ADVISORS GROUP, LLC | 24 | 24 | 5.37% | 7.11% | 11.24% | Q4 2017 | Q3 2023 | 24 |
Prism Advisors, Inc. | 24 | 24 | 3.17% | 5.50% | 14.56% | Q4 2017 | Q3 2023 | 24 |
UNITED BANK | 24 | 24 | 0.44% | 0.60% | 1.20% | Q4 2017 | Q3 2023 | 24 |
Steinberg Global Asset Management | 24 | 24 | 0.05% | 0.22% | 0.42% | Q2 2013 | Q1 2019 | 24 |
Crewe Advisors LLC | 24 | 24 | 4.50% | 8.91% | 13.66% | Q4 2017 | Q3 2023 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.49% | 0.74% | 1.08% | Q4 2017 | Q3 2023 | 24 |
Kohlberg Kravis Roberts & Co. L.P. | 19 | 2 | 0.00% | 0.26% | 1.96% | Q2 2013 | Q3 2018 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.08% | 4.12% | 6.32% | Q4 2017 | Q3 2023 | 24 |
Cadence Bank | 24 | 24 | 0.04% | 0.39% | 1.68% | Q4 2017 | Q3 2023 | 24 |
DeDora Capital, Inc. | 24 | 24 | 0.14% | 0.18% | 0.24% | Q4 2017 | Q3 2023 | 24 |
Deer Park Road Corp | 24 | 24 | 3.63% | 29.70% | 75.16% | Q4 2017 | Q3 2023 | 24 |
Murphy, Middleton, Hinkle & Parker, Inc. | 24 | 24 | 1.60% | 2.02% | 2.62% | Q4 2017 | Q3 2023 | 24 |
Palisade Asset Management, LLC | 24 | 24 | 2.15% | 2.49% | 2.74% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.80% | 2.16% | 4.13% | Q4 2017 | Q3 2023 | 24 |
Cliffwater LLC | 24 | 24 | 1.04% | 2.26% | 6.07% | Q4 2017 | Q3 2023 | 24 |
PIN OAK INVESTMENT ADVISORS INC | 24 | 24 | 0.45% | 1.29% | 1.82% | Q4 2017 | Q3 2023 | 24 |
Hochman Cole Investment Advisors, Inc. | 24 | 24 | 1.68% | 2.45% | 3.61% | Q4 2015 | Q3 2021 | 24 |
Cardan Capital Partners, LLC | 24 | 24 | 0.25% | 0.58% | 0.98% | Q4 2015 | Q3 2021 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.32% | 0.45% | 0.52% | Q4 2017 | Q3 2023 | 24 |
Financial Partners Group, Inc | 24 | 24 | 0.87% | 1.48% | 2.80% | Q4 2017 | Q3 2023 | 24 |
COOPER/HAIMS ADVISORS, LLC | 24 | 24 | 0.69% | 1.14% | 1.61% | Q4 2017 | Q3 2023 | 24 |
CALTON & ASSOCIATES, INC. | 24 | 24 | 1.25% | 2.66% | 4.99% | Q4 2017 | Q3 2023 | 24 |
Advanced Asset Management Advisors Inc | 24 | 24 | 0.19% | 0.49% | 0.63% | Q4 2017 | Q3 2023 | 24 |
Madden Advisory Services, Inc. | 15 | 2 | 0.01% | 1.89% | 3.84% | Q2 2013 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.08% | 0.42% | 0.80% | Q2 2013 | Q1 2019 | 24 |
Lourd Capital, LLC | 20 | 4 | 0.07% | 0.25% | 0.97% | Q2 2013 | Q2 2019 | 24 |
RGT Wealth Advisors, LLC | 24 | 24 | 0.07% | 0.92% | 6.02% | Q4 2016 | Q3 2022 | 24 |
TOKIO MARINE & NICHIDO FIRE INSURANCE CO., LTD | 24 | 24 | 16.81% | 43.86% | 83.18% | Q1 2013 | Q4 2018 | 24 |
Exeter Financial, LLC | 24 | 24 | 0.25% | 0.31% | 0.41% | Q4 2017 | Q3 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.02% | 0.10% | 0.25% | Q4 2017 | Q3 2023 | 24 |
EQUITEC SPECIALISTS, LLC | 6 | 1 | 0.00% | 1.37% | 10.32% | Q4 2014 | Q1 2021 | 24 |
All Terrain Financial Advisors, LLC | 24 | 24 | 8.41% | 14.09% | 23.13% | Q4 2017 | Q3 2023 | 24 |
Seneca House Advisors | 24 | 24 | 0.29% | 0.48% | 0.82% | Q4 2017 | Q3 2023 | 24 |
Northwest Capital Management Inc | 24 | 24 | 0.48% | 0.83% | 1.51% | Q4 2017 | Q3 2023 | 24 |
Summit Trail Advisors, LLC | 24 | 24 | 1.12% | 4.11% | 11.42% | Q4 2017 | Q3 2023 | 24 |
Bank OZK | 24 | 24 | 0.12% | 0.98% | 1.46% | Q4 2017 | Q3 2023 | 24 |
G&S Capital LLC | 24 | 24 | 0.22% | 5.10% | 12.38% | Q4 2017 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.47% | 0.78% | 1.51% | Q4 2017 | Q3 2023 | 24 |
BAR HARBOR TRUST SERVICES | 24 | 24 | 0.00% | 0.77% | 1.75% | Q3 2016 | Q2 2022 | 24 |
RETIREMENT INCOME SOLUTIONS, INC | 24 | 24 | 9.70% | 20.07% | 34.35% | Q4 2017 | Q3 2023 | 24 |
KEMPER Corp | 24 | 24 | 2.08% | 4.37% | 7.37% | Q1 2016 | Q4 2021 | 24 |
Wells Trecaso Financial Group, LLC | 24 | 24 | 0.27% | 0.50% | 0.65% | Q4 2017 | Q3 2023 | 24 |
NOTTINGHAM ADVISORS, INC. | 19 | 3 | 0.00% | 0.15% | 0.30% | Q4 2016 | Q3 2023 | 24 |
CAPITAL COUNSEL LLC/NY | 24 | 24 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q3 2023 | 24 |
Frontier Wealth Management LLC | 20 | 4 | 0.03% | 0.17% | 0.32% | Q4 2014 | Q2 2022 | 24 |
OAK FAMILY ADVISORS, LLC | 12 | 12 | 0.00% | 8.44% | 36.43% | Q4 2020 | Q3 2023 | 24 |
Braun-Bostich & Associates Inc. | 24 | 24 | 0.02% | 1.92% | 5.58% | Q4 2017 | Q3 2023 | 24 |
KCS Wealth Advisory | 24 | 24 | 0.14% | 0.25% | 0.38% | Q4 2017 | Q3 2023 | 24 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.00% | 1.09% | 3.11% | Q4 2018 | Q3 2023 | 24 |
Compass Financial Group, Inc. | 24 | 24 | 0.29% | 2.59% | 3.55% | Q4 2017 | Q3 2023 | 24 |
Consolidated Investment Group LLC | 20 | 3 | 2.80% | 6.70% | 9.51% | Q3 2015 | Q3 2023 | 23 |
Baugh & Associates, LLC | 14 | 9 | 0.15% | 0.21% | 0.36% | Q4 2017 | Q3 2023 | 23 |
Doyle Wealth Management | 23 | 23 | 0.32% | 0.42% | 0.50% | Q1 2017 | Q3 2022 | 23 |
WINTRUST INVESTMENTS LLC | 18 | 2 | 0.84% | 1.65% | 4.53% | Q2 2016 | Q3 2023 | 23 |
Select Asset Management & Trust | 12 | 11 | 6.17% | 20.89% | 54.73% | Q4 2013 | Q3 2023 | 23 |
Signature Financial Management, Inc. | 23 | 23 | 3.00% | 9.83% | 23.75% | Q2 2013 | Q4 2018 | 23 |
Willow Creek Wealth Management Inc. | 23 | 23 | 0.07% | 0.12% | 0.16% | Q1 2018 | Q3 2023 | 23 |
Keystone Financial Group | 21 | 2 | 0.88% | 8.47% | 11.77% | Q4 2017 | Q3 2023 | 23 |
Oliver Luxxe Assets LLC | 23 | 23 | 0.15% | 1.17% | 1.70% | Q1 2018 | Q3 2023 | 23 |
Strategic Financial Services, Inc, | 18 | 3 | 0.00% | 0.06% | 0.11% | Q3 2015 | Q3 2023 | 23 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 23 | 23 | 0.04% | 0.05% | 0.06% | Q1 2018 | Q3 2023 | 23 |
Capital Advisory Group Advisory Services, LLC | 23 | 23 | 3.44% | 8.12% | 21.75% | Q1 2018 | Q3 2023 | 23 |
Castle Hook Partners LP | 8 | 1 | 1.35% | 33.00% | 62.04% | Q4 2016 | Q3 2023 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.04% | 0.97% | 1.57% | Q1 2018 | Q3 2023 | 23 |
Quadrant Private Wealth Management, LLC | 19 | 4 | 0.33% | 1.19% | 1.95% | Q4 2017 | Q3 2023 | 23 |
MAPLE SECURITIES USA INC | 11 | 11 | 0.02% | 29.52% | 98.51% | Q2 2013 | Q4 2015 | 23 |
CHILTON INVESTMENT CO INC. | 10 | 1 | 0.01% | 0.05% | 0.16% | Q4 2013 | Q3 2023 | 23 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 23 | 23 | 2.05% | 2.29% | 2.58% | Q2 2013 | Q4 2018 | 23 |
Chicago Capital, LLC | 23 | 23 | 0.06% | 0.10% | 0.18% | Q1 2018 | Q3 2023 | 23 |
Strategic Advisors LLC | 22 | 1 | 0.12% | 1.65% | 3.19% | Q4 2014 | Q3 2023 | 23 |
LOEB PARTNERS CORP | 23 | 23 | 0.47% | 1.04% | 1.91% | Q2 2013 | Q4 2018 | 23 |
Alpha DNA Investment Management LLC | 12 | 12 | 0.02% | 3.69% | 20.36% | Q4 2020 | Q3 2023 | 23 |
Measured Wealth Private Client Group, LLC | 22 | 1 | 0.65% | 2.57% | 7.60% | Q3 2017 | Q3 2023 | 23 |
Nelson Capital Management, LLC | 23 | 23 | 0.39% | 0.64% | 1.42% | Q1 2018 | Q3 2023 | 23 |
Patriot Wealth Management, Inc. | 23 | 23 | 10.49% | 11.76% | 12.63% | Q2 2013 | Q4 2018 | 23 |
Qube Research & Technologies Ltd | 9 | 1 | 0.02% | 3.50% | 24.26% | Q1 2018 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.72% | 1.14% | 1.43% | Q1 2018 | Q3 2023 | 23 |
BANK PICTET & CIE (ASIA) LTD | 6 | 2 | 0.13% | 0.95% | 6.08% | Q4 2013 | Q3 2020 | 23 |
PBMares Wealth Management LLC | 16 | 16 | 0.01% | 0.52% | 2.87% | Q4 2019 | Q3 2023 | 23 |
Merit Financial Group, LLC | 17 | 17 | 0.05% | 0.59% | 1.49% | Q3 2019 | Q3 2023 | 23 |
AlphaStar Capital Management, LLC | 23 | 23 | 0.06% | 0.30% | 1.93% | Q1 2018 | Q3 2023 | 23 |
AIMZ Investment Advisors, LLC | 19 | 4 | 0.14% | 0.16% | 0.17% | Q4 2017 | Q3 2023 | 23 |
RiverGlades Family Offices LLC | 19 | 4 | 0.22% | 0.83% | 1.10% | Q4 2017 | Q3 2023 | 23 |
Daiwa SB Investments Ltd. | 23 | 23 | 0.02% | 6.32% | 33.62% | Q3 2013 | Q1 2019 | 23 |
CITIZENS & NORTHERN CORP | 23 | 23 | 0.30% | 0.52% | 0.68% | Q1 2018 | Q3 2023 | 23 |
Cascade Investment Advisors, Inc. | 23 | 23 | 0.12% | 0.15% | 0.24% | Q1 2018 | Q3 2023 | 23 |
CARLSON CAPITAL L P | 8 | 1 | 0.01% | 0.19% | 0.52% | Q2 2013 | Q2 2019 | 23 |
CEDAR HILL ASSOCIATES, LLC | 23 | 23 | 0.67% | 0.89% | 1.27% | Q2 2013 | Q4 2018 | 23 |
Investure, LLC | 20 | 3 | 3.23% | 13.68% | 33.41% | Q2 2013 | Q1 2019 | 23 |
Clarus Wealth Advisors | 23 | 23 | 0.23% | 3.41% | 7.62% | Q4 2017 | Q2 2023 | 23 |
Sompo Asset Management Co., Ltd. | 19 | 4 | 0.07% | 0.70% | 3.33% | Q4 2017 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.15% | 0.25% | 0.46% | Q1 2018 | Q3 2023 | 23 |
IVORY INVESTMENT MANAGEMENT, LLC | 12 | 2 | 0.03% | 7.38% | 38.87% | Q2 2013 | Q2 2018 | 23 |
GOODWIN DANIEL L | 22 | 1 | 0.12% | 1.85% | 5.20% | Q3 2015 | Q3 2023 | 23 |
Ironwood Wealth Management, LLC. | 22 | 1 | 0.56% | 0.81% | 1.16% | Q3 2017 | Q3 2023 | 23 |
Leucadia National | 5 | 1 | 0.03% | 3.57% | 11.23% | Q1 2016 | Q3 2023 | 23 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.03% | 7.11% | 71.57% | Q2 2015 | Q1 2022 | 23 |
EMORY UNIVERSITY | 12 | 11 | 0.00% | 7.72% | 71.39% | Q2 2011 | Q3 2020 | 23 |
Whitegate Investment Counselors, Inc. | 22 | 1 | 0.08% | 0.11% | 0.14% | Q1 2014 | Q3 2021 | 23 |
CORNERSTONE ADVISORS INC | 19 | 1 | 0.00% | 1.12% | 2.26% | Q3 2013 | Q4 2021 | 23 |
WHITE MOUNTAINS ADVISORS LLC | 22 | 1 | 6.93% | 67.21% | 86.48% | Q4 2014 | Q3 2020 | 23 |
BRIDGES INVESTMENT MANAGEMENT INC | 23 | 23 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q3 2023 | 23 |
PDS Planning, Inc | 23 | 23 | 0.15% | 0.38% | 0.75% | Q1 2018 | Q3 2023 | 23 |
Silvant Capital Management LLC | 23 | 23 | 0.16% | 0.38% | 0.59% | Q1 2018 | Q3 2023 | 23 |
LCNB CORP | 21 | 2 | 0.56% | 1.91% | 2.24% | Q4 2017 | Q3 2023 | 23 |
TOWNSQUARE CAPITAL LLC | 20 | 20 | 0.00% | 0.44% | 0.99% | Q4 2018 | Q3 2023 | 23 |
Performa Ltd (US), LLC | 23 | 23 | 40.81% | 75.84% | 96.08% | Q1 2018 | Q3 2023 | 23 |
WealthTrust-Arizona, LLC | 23 | 23 | 0.58% | 1.54% | 3.56% | Q2 2013 | Q4 2018 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 1.72% | 2.09% | 3.50% | Q1 2018 | Q3 2023 | 23 |
Sanchez Wealth Management Group | 20 | 3 | 0.20% | 3.19% | 5.86% | Q4 2017 | Q3 2023 | 23 |
AVIANCE CAPITAL MANAGEMENT, LLC | 15 | 8 | 0.05% | 1.58% | 3.67% | Q2 2013 | Q1 2019 | 23 |
Schneider Downs Wealth Management Advisors, LP | 23 | 23 | 0.18% | 0.75% | 1.81% | Q1 2018 | Q3 2023 | 23 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.06% | 0.38% | 0.65% | Q4 2019 | Q3 2023 | 23 |
Sharkey, Howes & Javer | 22 | 1 | 0.04% | 0.44% | 0.80% | Q1 2015 | Q3 2023 | 23 |
Southeast Asset Advisors Inc. | 23 | 23 | 0.10% | 0.19% | 0.33% | Q1 2018 | Q3 2023 | 23 |
BREMER TRUST NATIONAL ASSOCIATION | 23 | 23 | 0.38% | 4.73% | 9.35% | Q2 2013 | Q4 2018 | 23 |
AVALON CAPITAL MANAGEMENT | 11 | 2 | 0.20% | 2.67% | 6.15% | Q2 2013 | Q3 2023 | 23 |
West Branch Capital LLC | 23 | 23 | 4.47% | 5.87% | 8.91% | Q1 2018 | Q3 2023 | 23 |
Cornerstone Advisors, Inc. | 23 | 23 | 0.04% | 2.03% | 6.76% | Q4 2013 | Q2 2019 | 23 |
Holistic Financial Partners | 21 | 2 | 0.27% | 0.49% | 2.87% | Q4 2017 | Q3 2023 | 23 |
Hitchwood Capital Management LP | 5 | 1 | 2.50% | 17.83% | 58.97% | Q4 2014 | Q4 2022 | 22 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.02% | 1.77% | 4.54% | Q4 2017 | Q1 2023 | 22 |
Charles Schwab Investment Advisory, Inc. | 10 | 1 | 0.00% | 0.25% | 1.19% | Q3 2016 | Q3 2023 | 22 |
Intrua Financial, LLC | 12 | 12 | 0.01% | 1.01% | 4.15% | Q2 2020 | Q1 2023 | 22 |
Thiel Macro LLC | 7 | 1 | 0.32% | 23.14% | 65.40% | Q4 2014 | Q3 2019 | 22 |
Shamrock Asset Management LLC | 22 | 22 | 0.02% | 0.58% | 2.81% | Q2 2013 | Q3 2018 | 22 |
Veracity Capital LLC | 16 | 16 | 0.02% | 1.71% | 2.88% | Q4 2019 | Q3 2023 | 22 |
Castle Rock Wealth Management, LLC | 18 | 4 | 0.38% | 1.30% | 2.19% | Q4 2017 | Q3 2023 | 22 |
Pathway Financial Advisors LLC | 14 | 8 | 2.64% | 4.09% | 6.39% | Q4 2017 | Q3 2023 | 22 |
Investment Counsel Inc. | 22 | 22 | 0.81% | 1.21% | 1.63% | Q4 2015 | Q1 2021 | 22 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.00% | 0.45% | 1.15% | Q4 2018 | Q3 2023 | 22 |
SECURITY NATIONAL BANK OF SO DAK | 9 | 1 | 0.15% | 0.66% | 2.62% | Q2 2013 | Q4 2022 | 22 |
Abbot Financial Management, Inc. | 19 | 3 | 0.17% | 0.23% | 0.30% | Q1 2018 | Q3 2023 | 22 |
Vontobel Swiss Wealth Advisors AG | 19 | 3 | 0.14% | 0.57% | 4.16% | Q4 2014 | Q2 2021 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.70% | 0.98% | 1.35% | Q2 2018 | Q3 2023 | 22 |
Brand Asset Management Group, Inc. | 22 | 22 | 0.64% | 0.79% | 1.00% | Q2 2018 | Q3 2023 | 22 |
Vishria Bird Financial Group, LLC | 22 | 22 | 2.71% | 5.05% | 10.00% | Q2 2018 | Q3 2023 | 22 |
FULTON BREAKEFIELD BROENNIMAN LLC | 22 | 22 | 1.16% | 1.44% | 1.71% | Q2 2018 | Q3 2023 | 22 |
Western Wealth Management, LLC | 11 | 8 | 0.00% | 1.45% | 2.48% | Q4 2018 | Q3 2023 | 22 |
BUCKHEAD CAPITAL MANAGEMENT LLC | 18 | 4 | 0.12% | 0.21% | 0.67% | Q1 2018 | Q3 2023 | 22 |
Turim 21 Investimentos Ltda. | 11 | 1 | 0.07% | 10.80% | 45.73% | Q3 2017 | Q3 2023 | 22 |
Ninepoint Partners LP | 22 | 22 | 0.13% | 11.58% | 39.89% | Q2 2018 | Q3 2023 | 22 |
Cornerstone Wealth Group, LLC | 19 | 19 | 0.00% | 2.69% | 6.42% | Q1 2019 | Q3 2023 | 22 |
DOW CHEMICAL CO /DE/ | 19 | 1 | 12.75% | 26.74% | 41.28% | Q2 2013 | Q3 2023 | 22 |
CAHABA WEALTH MANAGEMENT, INC. | 21 | 1 | 0.09% | 0.27% | 0.84% | Q4 2017 | Q3 2023 | 22 |
Live Your Vision, LLC | 22 | 22 | 0.17% | 0.22% | 0.32% | Q4 2013 | Q1 2019 | 22 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.00% | 3.40% | 19.54% | Q4 2014 | Q2 2023 | 22 |
WealthShield Partners, LLC | 20 | 2 | 0.16% | 0.34% | 0.58% | Q4 2017 | Q3 2023 | 22 |
Ford Financial Group, LLC | 22 | 22 | 0.15% | 1.18% | 11.87% | Q4 2017 | Q1 2023 | 22 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.34% | 0.83% | Q2 2013 | Q2 2017 | 22 |
New Capital Management LP | 18 | 4 | 0.03% | 0.09% | 0.14% | Q4 2016 | Q1 2023 | 22 |
Winning Points Advisors, LLC | 17 | 17 | 0.00% | 0.22% | 0.42% | Q4 2017 | Q4 2021 | 22 |
Abacus Planning Group, Inc. | 22 | 22 | 0.66% | 0.82% | 0.96% | Q2 2018 | Q3 2023 | 22 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 14 | 8 | 0.13% | 1.60% | 4.45% | Q2 2013 | Q4 2019 | 22 |
Lumbard & Kellner, LLC | 14 | 1 | 0.10% | 0.38% | 0.94% | Q2 2015 | Q3 2023 | 22 |
WHITEBOX ADVISORS LLC | 11 | 2 | 0.08% | 4.41% | 20.10% | Q2 2013 | Q3 2023 | 22 |
Stanley-Laman Group, Ltd. | 21 | 1 | 0.05% | 0.42% | 1.75% | Q4 2013 | Q4 2019 | 22 |
LINDEN ADVISORS LP | 9 | 1 | 0.13% | 3.94% | 16.50% | Q2 2013 | Q2 2018 | 22 |
Rezny Wealth Management, Inc. | 20 | 2 | 0.03% | 0.16% | 0.75% | Q2 2015 | Q3 2023 | 22 |
PFS INVESTMENTS INC. | 22 | 22 | 0.02% | 0.07% | 0.11% | Q1 2018 | Q2 2023 | 22 |
First Capital Advisors Group, LLC. | 9 | 5 | 0.00% | 0.73% | 8.06% | Q4 2016 | Q2 2023 | 22 |
Austin Private Wealth, LLC | 16 | 16 | 0.00% | 0.20% | 0.91% | Q4 2019 | Q3 2023 | 22 |
Friedenthal Financial | 13 | 2 | 0.14% | 0.92% | 2.90% | Q3 2015 | Q3 2023 | 22 |
JGP Global Gestao de Recursos Ltda. | 6 | 1 | 0.00% | 34.75% | 94.73% | Q4 2014 | Q3 2022 | 22 |
CAPITAL ONE, NATIONAL ASSOCIATION | 21 | 1 | 0.92% | 1.53% | 5.51% | Q2 2013 | Q4 2019 | 22 |
FrontFour Capital Group LLC | 11 | 2 | 0.64% | 27.80% | 42.30% | Q2 2013 | Q3 2018 | 22 |
PRIVATE ASSET MANAGEMENT INC | 22 | 22 | 0.62% | 0.76% | 1.07% | Q2 2018 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.22% | 0.42% | 0.73% | Q4 2017 | Q3 2023 | 22 |
MYDA Advisors LLC | 5 | 1 | 0.17% | 5.17% | 14.56% | Q4 2017 | Q3 2023 | 22 |
FC Advisory LLC | 15 | 1 | 0.12% | 0.14% | 0.18% | Q4 2017 | Q4 2023 | 22 |
Meiji Yasuda Asset Management Co Ltd. | 21 | 1 | 0.03% | 0.14% | 0.29% | Q2 2013 | Q2 2019 | 22 |
Robinson Value Management, Ltd. | 12 | 1 | 0.18% | 0.92% | 2.30% | Q4 2016 | Q3 2023 | 22 |
IMS Capital Management | 14 | 1 | 0.17% | 0.41% | 0.71% | Q4 2014 | Q3 2023 | 22 |
INDUS CAPITAL PARTNERS, LLC | 14 | 1 | 0.97% | 8.57% | 22.35% | Q4 2013 | Q1 2020 | 22 |
Financial Services Advisory Inc | 14 | 4 | 1.18% | 8.93% | 19.62% | Q4 2017 | Q3 2023 | 22 |
NEVILLE RODIE & SHAW INC | 22 | 22 | 0.86% | 1.22% | 1.61% | Q2 2013 | Q3 2018 | 22 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 21 | 21 | 0.10% | 0.59% | 1.12% | Q3 2018 | Q3 2023 | 22 |
GERMAN AMERICAN BANCORP, INC. | 22 | 22 | 5.97% | 7.76% | 11.48% | Q2 2018 | Q3 2023 | 22 |
MANCHESTER FINANCIAL INC | 20 | 20 | 0.13% | 0.78% | 2.43% | Q4 2018 | Q3 2023 | 22 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.13% | 0.59% | 0.92% | Q4 2016 | Q4 2021 | 21 |
McGuire Investment Group, LLC | 21 | 21 | 0.18% | 0.24% | 0.32% | Q3 2018 | Q3 2023 | 21 |
Mendel Money Management | 7 | 1 | 0.10% | 0.27% | 0.61% | Q3 2014 | Q3 2023 | 21 |
Hall Kathryn A. | 19 | 2 | 4.45% | 7.50% | 10.30% | Q2 2014 | Q3 2023 | 21 |
Nokota Management, LP | 13 | 13 | 3.22% | 20.54% | 57.82% | Q4 2016 | Q4 2019 | 21 |
Pinnacle Family Advisors, LLC | 15 | 3 | 0.71% | 3.85% | 8.31% | Q2 2017 | Q3 2023 | 21 |
FULTON BANK, N.A. | 21 | 21 | 0.02% | 0.04% | 0.05% | Q4 2018 | Q4 2023 | 21 |
AMERICAN CAPITAL MANAGEMENT INC | 17 | 4 | 0.01% | 0.04% | 0.10% | Q4 2016 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.34% | 0.52% | 0.90% | Q3 2018 | Q3 2023 | 21 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 18 | 1 | 0.02% | 0.11% | 0.22% | Q4 2015 | Q3 2023 | 21 |
OUTFITTER ADVISORS, LTD. | 21 | 21 | 0.20% | 0.30% | 0.38% | Q2 2013 | Q2 2018 | 21 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 11 | 1 | 0.01% | 0.28% | 1.11% | Q3 2013 | Q1 2023 | 21 |
Wall Capital Group, Inc. | 21 | 21 | 0.27% | 0.37% | 0.44% | Q1 2017 | Q1 2022 | 21 |
CreativeOne Wealth, LLC | 20 | 20 | 0.00% | 2.02% | 6.04% | Q4 2018 | Q3 2023 | 21 |
Members Trust Co | 14 | 2 | 10.84% | 12.01% | 13.33% | Q2 2016 | Q3 2023 | 21 |
OAKTREE CAPITAL MANAGEMENT LP | 9 | 2 | 0.16% | 2.69% | 14.09% | Q4 2016 | Q3 2023 | 21 |
Asset Advisors Investment Management, LLC | 21 | 21 | 0.45% | 0.49% | 0.54% | Q3 2018 | Q3 2023 | 21 |
Gradient Capital Advisors, LLC | 17 | 17 | 0.06% | 0.32% | 0.88% | Q3 2019 | Q3 2023 | 21 |
X-Square Capital, LLC | 14 | 7 | 0.13% | 0.35% | 0.59% | Q2 2018 | Q3 2023 | 21 |
Lorber David A | 11 | 2 | 0.31% | 25.46% | 44.17% | Q2 2013 | Q3 2018 | 21 |
Lehman Financial Resources, Inc. | 11 | 10 | 0.04% | 0.15% | 0.29% | Q1 2013 | Q3 2018 | 21 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 21 | 21 | 0.08% | 0.15% | 0.80% | Q4 2015 | Q4 2020 | 21 |
SVB WEALTH LLC | 18 | 1 | 0.04% | 2.91% | 4.60% | Q4 2014 | Q3 2023 | 21 |
Legacy Financial Strategies, LLC | 21 | 21 | 0.83% | 1.10% | 1.50% | Q3 2018 | Q3 2023 | 21 |
ASSET ADVISORS CORP | 21 | 21 | 0.36% | 0.40% | 0.44% | Q2 2013 | Q2 2018 | 21 |
ROFFMAN MILLER ASSOCIATES INC /PA/ | 21 | 21 | 0.11% | 0.14% | 0.23% | Q3 2018 | Q3 2023 | 21 |
C-J Advisory, Inc. | 21 | 21 | 1.22% | 1.93% | 2.46% | Q3 2016 | Q3 2021 | 21 |
Brickley Wealth Management | 21 | 21 | 0.56% | 2.39% | 4.63% | Q3 2018 | Q3 2023 | 21 |
Cheviot Value Management, LLC | 10 | 1 | 0.06% | 0.19% | 0.33% | Q1 2016 | Q3 2023 | 21 |
Blume Capital Management, Inc. | 15 | 1 | 0.02% | 0.11% | 0.42% | Q4 2013 | Q3 2023 | 21 |
Foundations Investment Advisors, LLC | 21 | 21 | 0.96% | 1.99% | 4.12% | Q3 2018 | Q3 2023 | 21 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.00% | 1.99% | 4.17% | Q4 2018 | Q3 2021 | 21 |
Lattice Strategies LLC | 21 | 21 | 0.39% | 2.48% | 5.41% | Q2 2013 | Q2 2018 | 21 |
TRUE Private Wealth Advisors | 13 | 3 | 0.03% | 0.39% | 1.10% | Q4 2017 | Q3 2023 | 21 |
Summit Asset Management, LLC | 21 | 21 | 0.11% | 0.28% | 0.46% | Q3 2018 | Q3 2023 | 21 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 5.93% | 11.64% | 19.07% | Q2 2018 | Q3 2023 | 21 |
MEEDER ASSET MANAGEMENT INC | 16 | 1 | 0.00% | 0.07% | 0.40% | Q4 2013 | Q3 2023 | 21 |
RELIANCE TRUST CO OF DELAWARE | 14 | 7 | 0.04% | 0.28% | 1.24% | Q2 2013 | Q1 2019 | 21 |
Rain Capital Management, LLC | 17 | 4 | 0.12% | 0.78% | 6.44% | Q4 2015 | Q3 2023 | 21 |
CRA Financial Services, LLC | 20 | 20 | 0.06% | 1.33% | 1.80% | Q4 2018 | Q3 2023 | 21 |
JGP Wealth Management, LLC | 17 | 4 | 0.04% | 1.31% | 4.42% | Q2 2018 | Q3 2023 | 21 |
VECTOR WEALTH MANAGEMENT, LLC | 21 | 21 | 0.64% | 9.38% | 14.30% | Q4 2011 | Q4 2016 | 21 |
LINCOLN CAPITAL CORP | 20 | 1 | 0.24% | 1.62% | 5.62% | Q1 2017 | Q3 2023 | 21 |
Cox Capital Mgt LLC | 21 | 21 | 0.23% | 2.17% | 8.80% | Q3 2018 | Q3 2023 | 21 |
RPG Investment Advisory, LLC | 17 | 4 | 0.01% | 0.02% | 0.06% | Q3 2017 | Q3 2023 | 21 |
BECKER CAPITAL MANAGEMENT INC | 9 | 3 | 0.01% | 0.28% | 1.72% | Q2 2013 | Q3 2023 | 21 |
Boothe Investment Group, Inc. | 14 | 7 | 2.40% | 5.86% | 22.09% | Q2 2018 | Q3 2023 | 21 |
Oribel Capital Management, LP | 11 | 2 | 0.00% | 8.77% | 25.14% | Q4 2016 | Q3 2023 | 21 |
Vectors Research Management, LLC | 21 | 21 | 0.22% | 0.96% | 2.06% | Q3 2018 | Q3 2023 | 21 |
Locust Wood Capital Advisers | 14 | 2 | 0.02% | 5.60% | 17.88% | Q2 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 1.54% | 1.97% | 2.54% | Q1 2017 | Q3 2023 | 21 |
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | 12 | 12 | 0.48% | 15.51% | 56.42% | Q4 2020 | Q3 2023 | 21 |
ISTHMUS PARTNERS, LLC | 15 | 1 | 0.02% | 0.19% | 0.95% | Q4 2014 | Q3 2023 | 21 |
Sepio Capital, LP | 19 | 19 | 0.48% | 1.87% | 7.28% | Q1 2019 | Q3 2023 | 21 |
Starfire Investment Advisers, Inc. | 11 | 10 | 0.20% | 0.30% | 0.48% | Q1 2015 | Q2 2020 | 21 |
DONALDSON CAPITAL MANAGEMENT, LLC | 17 | 17 | 0.00% | 0.15% | 0.22% | Q3 2019 | Q3 2023 | 21 |
Mosaic Financial Partners, Inc. | 21 | 21 | 0.70% | 0.84% | 1.09% | Q2 2013 | Q2 2018 | 21 |
Governors Lane LP | 10 | 1 | 0.24% | 5.04% | 16.79% | Q4 2015 | Q3 2023 | 21 |
FINANCIAL LIFE ADVISORS | 13 | 1 | 0.11% | 0.16% | 0.22% | Q4 2017 | Q3 2023 | 21 |
TIAA CREF INVESTMENT MANAGEMENT LLC | 21 | 21 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q2 2018 | 21 |
WHITENER CAPITAL MANAGEMENT, INC. | 20 | 1 | 0.08% | 0.21% | 0.64% | Q4 2017 | Q2 2023 | 21 |
Mraz, Amerine & Associates, Inc. | 21 | 21 | 0.08% | 0.11% | 0.13% | Q4 2014 | Q4 2019 | 21 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 20 | 1 | 0.02% | 0.31% | 2.92% | Q2 2013 | Q4 2018 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.01% | 0.14% | 0.33% | Q3 2018 | Q3 2023 | 21 |
Claro Advisors LLC | 20 | 20 | 0.00% | 5.18% | 7.03% | Q4 2018 | Q3 2023 | 21 |
U S GLOBAL INVESTORS INC | 8 | 1 | 0.00% | 1.03% | 20.45% | Q1 2016 | Q4 2021 | 21 |
Altavista Wealth Management, Inc. | 20 | 1 | 0.13% | 0.20% | 0.26% | Q4 2015 | Q4 2021 | 21 |
Strategic Value Partners, LLC | 10 | 1 | 1.60% | 27.95% | 73.89% | Q4 2017 | Q2 2023 | 21 |
Astor Investment Management LLC | 15 | 1 | 0.00% | 0.72% | 2.47% | Q2 2015 | Q3 2023 | 21 |
Portfolio Solutions, LLC | 16 | 5 | 0.01% | 0.09% | 0.13% | Q1 2017 | Q3 2022 | 21 |
Claraphi Advisory Network, LLC | 21 | 21 | 0.25% | 0.57% | 1.67% | Q4 2017 | Q4 2022 | 21 |
Permanens Capital L.P. | 17 | 4 | 0.03% | 1.10% | 5.90% | Q4 2013 | Q3 2023 | 21 |
CISCO SYSTEMS, INC. | 21 | 21 | 0.00% | 34.23% | 74.90% | Q2 2013 | Q2 2018 | 21 |
Elmwood Wealth Management, Inc. | 11 | 2 | 0.15% | 0.22% | 0.29% | Q1 2018 | Q3 2023 | 21 |
Red Cedar Capital, LLC | 21 | 21 | 0.01% | 0.39% | 0.94% | Q4 2017 | Q4 2022 | 21 |
SL ADVISORS, LLC | 15 | 1 | 0.97% | 5.27% | 9.42% | Q2 2016 | Q3 2023 | 21 |
METLIFE INC | 21 | 21 | 10.78% | 26.64% | 38.52% | Q3 2018 | Q3 2023 | 21 |
Resource Planning Group | 21 | 21 | 0.32% | 0.57% | 1.13% | Q3 2018 | Q3 2023 | 21 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 21 | 21 | 0.14% | 0.56% | 2.85% | Q3 2018 | Q3 2023 | 21 |
NEW ENGLAND GUILD WEALTH ADVISORS, INC. | 21 | 21 | 4.26% | 5.66% | 6.88% | Q4 2017 | Q4 2022 | 21 |
Autonomy Capital (Jersey) L.P. | 7 | 1 | 0.47% | 37.38% | 98.42% | Q1 2017 | Q3 2022 | 20 |
Pasadena Private Wealth, LLC | 20 | 20 | 0.34% | 0.69% | 1.31% | Q4 2018 | Q3 2023 | 20 |
PRW Wealth Management LLC | 20 | 20 | 0.24% | 0.50% | 1.88% | Q4 2018 | Q3 2023 | 20 |
NORTHEAST INVESTMENT MANAGEMENT | 20 | 20 | 0.04% | 0.07% | 0.14% | Q4 2018 | Q3 2023 | 20 |
DARRELL & KING LLC | 16 | 4 | 0.06% | 0.16% | 0.27% | Q4 2015 | Q4 2020 | 20 |
Old North State Trust, LLC | 12 | 8 | 2.06% | 3.31% | 4.48% | Q3 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.04% | 0.09% | 0.24% | Q3 2017 | Q2 2022 | 20 |
Global Strategic Investment Solutions, LLC | 20 | 20 | 0.27% | 0.72% | 0.98% | Q4 2018 | Q3 2023 | 20 |
Graves Light Lenhart Wealth, Inc. | 20 | 20 | 0.58% | 0.73% | 0.87% | Q4 2018 | Q3 2023 | 20 |
Alera Investment Advisors, LLC | 20 | 20 | 0.89% | 1.28% | 2.20% | Q4 2018 | Q3 2023 | 20 |
GSB Wealth Management, LLC | 19 | 1 | 0.82% | 1.81% | 3.90% | Q3 2018 | Q3 2023 | 20 |
Black Diamond Financial, LLC | 20 | 20 | 0.23% | 0.52% | 0.77% | Q4 2018 | Q3 2023 | 20 |
Benchmark Financial Wealth Advisors, LLC | 20 | 20 | 0.55% | 2.58% | 10.59% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 20 | 20 | 4.20% | 8.36% | 11.73% | Q3 2017 | Q2 2022 | 20 |
Dougherty Wealth Advisers LLC | 20 | 20 | 0.21% | 1.70% | 6.04% | Q4 2018 | Q3 2023 | 20 |
Wambolt & Associates, LLC | 20 | 20 | 0.50% | 0.73% | 1.11% | Q4 2018 | Q3 2023 | 20 |
MorganRosel Wealth Management, LLC | 20 | 20 | 3.10% | 8.09% | 10.85% | Q4 2018 | Q3 2023 | 20 |
Next Capital Management LLC | 20 | 20 | 0.22% | 0.39% | 0.68% | Q4 2018 | Q3 2023 | 20 |
&PARTNERS | 20 | 20 | 0.50% | 0.59% | 0.77% | Q4 2018 | Q3 2023 | 20 |
Essex Savings Bank | 20 | 20 | 0.53% | 0.76% | 0.94% | Q4 2018 | Q3 2023 | 20 |
SSI INVESTMENT MANAGEMENT LLC | 19 | 19 | 0.10% | 2.59% | 6.95% | Q2 2013 | Q4 2017 | 20 |
Truvestments Capital LLC | 19 | 1 | 0.09% | 0.54% | 1.29% | Q3 2018 | Q3 2023 | 20 |
Insight Wealth Strategies, LLC | 20 | 20 | 0.09% | 0.20% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Zions Bancorporation, N.A. | 20 | 20 | 0.02% | 0.28% | 0.87% | Q4 2018 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.17% | 0.37% | 0.53% | Q2 2018 | Q3 2023 | 20 |
Principle Wealth Partners LLC | 20 | 20 | 0.19% | 0.62% | 0.82% | Q4 2018 | Q3 2023 | 20 |
Columbus Macro, LLC | 20 | 20 | 0.06% | 0.12% | 0.19% | Q4 2018 | Q3 2023 | 20 |
WESPAC Advisors, LLC | 5 | 1 | 0.13% | 0.79% | 7.26% | Q4 2014 | Q3 2023 | 20 |
PagnatoKarp Partners LLC | 14 | 14 | 0.00% | 7.64% | 15.93% | Q4 2016 | Q1 2020 | 20 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 20 | 20 | 0.42% | 0.77% | 2.34% | Q1 2013 | Q4 2017 | 20 |
DFPG INVESTMENTS, LLC | 20 | 20 | 0.46% | 1.22% | 2.80% | Q4 2018 | Q3 2023 | 20 |
MONARCH CAPITAL MANAGEMENT INC/ | 19 | 1 | 0.07% | 0.12% | 0.17% | Q3 2018 | Q3 2023 | 20 |
Vantage Investment Partners, LLC | 10 | 10 | 0.01% | 1.91% | 17.73% | Q4 2017 | Q3 2023 | 20 |
MINOT CAPITAL, LP | 20 | 20 | 13.12% | 26.00% | 49.98% | Q4 2018 | Q3 2023 | 20 |
Thomas J. Herzfeld Advisors, Inc. | 20 | 20 | 0.02% | 0.04% | 0.07% | Q4 2018 | Q3 2023 | 20 |
Pettinga Financial Advisors, LLC | 20 | 20 | 1.71% | 4.55% | 7.95% | Q4 2018 | Q3 2023 | 20 |
Simply Money Advisors | 20 | 20 | 4.77% | 10.36% | 16.95% | Q2 2013 | Q1 2018 | 20 |
One Day In July LLC | 20 | 20 | 0.27% | 0.41% | 0.76% | Q4 2018 | Q3 2023 | 20 |
RAND WEALTH, LLC | 20 | 20 | 0.04% | 0.13% | 0.27% | Q4 2013 | Q3 2018 | 20 |
Windhaven Investment Management, Inc. | 20 | 20 | 3.03% | 4.48% | 7.45% | Q2 2013 | Q1 2018 | 20 |
Advisor Resource Council | 10 | 10 | 0.04% | 8.89% | 21.48% | Q2 2021 | Q3 2023 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.11% | 0.54% | 2.45% | Q4 2018 | Q3 2023 | 20 |
Trilogy Capital Inc. | 16 | 1 | 0.00% | 0.25% | 1.68% | Q2 2018 | Q3 2023 | 20 |
EMERGING SOVEREIGN GROUP LLC | 11 | 11 | 0.48% | 3.68% | 19.02% | Q2 2013 | Q4 2015 | 20 |
Auxano Advisors, LLC | 15 | 15 | 0.00% | 2.15% | 3.74% | Q1 2020 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.25% | 1.18% | 3.70% | Q4 2014 | Q3 2019 | 20 |
FIRST NATIONAL CORP /MA/ /ADV | 20 | 20 | 0.00% | 3.51% | 5.64% | Q4 2018 | Q3 2023 | 20 |
Manifold Partners, LLC | 13 | 2 | 0.00% | 4.99% | 25.01% | Q2 2013 | Q2 2019 | 20 |
ELCO Management Co., LLC | 19 | 1 | 0.12% | 2.18% | 3.75% | Q3 2018 | Q3 2023 | 20 |
BAHL & GAYNOR INC | 20 | 20 | 0.02% | 0.03% | 0.08% | Q2 2013 | Q1 2018 | 20 |
Solstein Capital, LLC | 11 | 2 | 0.02% | 1.12% | 4.47% | Q2 2018 | Q3 2023 | 20 |
CAXTON CORP | 7 | 2 | 0.82% | 14.25% | 68.07% | Q4 2015 | Q1 2023 | 20 |
TFG Advisers LLC | 20 | 20 | 0.27% | 0.29% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Somerset Group LLC | 20 | 20 | 0.56% | 0.82% | 1.11% | Q4 2018 | Q3 2023 | 20 |
Princeton Portfolio Strategies Group LLC | 19 | 1 | 0.10% | 0.44% | 1.07% | Q2 2015 | Q2 2021 | 20 |
Archer Investment Corp | 20 | 20 | 0.11% | 0.79% | 2.07% | Q4 2018 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.16% | 0.20% | 0.24% | Q4 2018 | Q3 2023 | 20 |
Game Creek Capital, LP | 13 | 7 | 0.75% | 7.57% | 16.00% | Q3 2018 | Q3 2023 | 20 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 15 | 1 | 0.00% | 0.13% | 0.22% | Q4 2015 | Q3 2023 | 20 |
Resurgent Financial Advisors LLC | 8 | 8 | 0.00% | 1.10% | 3.84% | Q4 2021 | Q3 2023 | 20 |
Pure Financial Advisors, LLC | 14 | 1 | 0.05% | 4.70% | 10.30% | Q2 2015 | Q4 2023 | 20 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 13 | 1 | 0.31% | 12.69% | 36.44% | Q2 2013 | Q3 2017 | 20 |
TPG Financial Advisors, LLC | 20 | 20 | 0.22% | 0.34% | 0.54% | Q4 2018 | Q3 2023 | 20 |
P.R. Herzig & Co. Inc. | 20 | 20 | 0.32% | 0.62% | 0.89% | Q3 2013 | Q2 2018 | 20 |
Orca Investment Management, LLC | 12 | 8 | 1.17% | 2.99% | 4.64% | Q4 2017 | Q3 2023 | 20 |
Magnetar Financial LLC | 5 | 1 | 0.01% | 1.85% | 8.80% | Q2 2013 | Q1 2021 | 20 |
SII INVESTMENTS INC/WI | 17 | 1 | 0.00% | 0.52% | 0.90% | Q2 2013 | Q4 2017 | 20 |
Copperwynd Financial, LLC | 14 | 1 | 0.00% | 4.49% | 10.49% | Q4 2017 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.62% | 1.32% | 3.71% | Q4 2018 | Q3 2023 | 20 |
UNIVEST FINANCIAL Corp | 15 | 5 | 0.16% | 0.24% | 0.33% | Q3 2018 | Q3 2023 | 20 |
JSF Financial, LLC | 20 | 20 | 0.56% | 0.97% | 1.47% | Q4 2018 | Q3 2023 | 20 |
Stellar Capital Management, LLC | 7 | 2 | 0.30% | 3.21% | 4.95% | Q4 2013 | Q2 2020 | 20 |
Harvest Investment Services, LLC | 20 | 20 | 1.69% | 3.08% | 4.76% | Q4 2018 | Q3 2023 | 20 |
Sound Point Capital Management, LP | 8 | 1 | 8.91% | 20.60% | 71.61% | Q4 2015 | Q3 2021 | 20 |
D.B. Root & Company, LLC | 19 | 19 | 0.06% | 0.25% | 0.54% | Q4 2017 | Q2 2022 | 20 |
Riverview Trust Co | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Surevest, LLC | 16 | 16 | 0.01% | 0.99% | 1.67% | Q4 2018 | Q3 2022 | 20 |
Crosspoint Capital Strategies, LLC | 15 | 1 | 0.00% | 0.47% | 2.72% | Q4 2013 | Q1 2022 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.37% | 0.79% | 1.20% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 1.06% | 1.63% | 2.12% | Q4 2013 | Q3 2018 | 20 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.00% | 0.18% | 0.40% | Q2 2018 | Q4 2022 | 20 |
Tidal Investments LLC | 20 | 20 | 0.05% | 0.53% | 2.42% | Q4 2018 | Q3 2023 | 20 |
DROMS STRAUSS ADVISORS INC /MO/ /ADV | 20 | 20 | 0.66% | 0.73% | 0.90% | Q4 2018 | Q3 2023 | 20 |
F3Logic, LLC | 20 | 20 | 0.04% | 0.77% | 3.55% | Q1 2018 | Q4 2022 | 20 |
HOLDERNESS INVESTMENTS CO | 13 | 7 | 0.17% | 0.40% | 0.86% | Q1 2017 | Q3 2023 | 20 |
HIGHLAND CAPITAL MANAGEMENT LP | 7 | 2 | 0.05% | 2.53% | 7.98% | Q2 2013 | Q2 2019 | 20 |
PRIVATE CAPITAL MANAGEMENT LLC | 20 | 20 | 0.16% | 0.28% | 0.42% | Q4 2018 | Q3 2023 | 20 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 20 | 20 | 0.29% | 0.64% | 1.12% | Q2 2017 | Q1 2022 | 20 |
FCA CORP /TX | 17 | 3 | 0.13% | 0.21% | 0.27% | Q3 2015 | Q3 2023 | 20 |
WADDELL & ASSOCIATES, LLC | 20 | 20 | 0.76% | 0.98% | 1.44% | Q4 2018 | Q3 2023 | 20 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.07% | 0.20% | 0.53% | Q4 2018 | Q3 2023 | 20 |
Rosenbaum Jay D. | 17 | 1 | 0.11% | 0.53% | 1.24% | Q4 2014 | Q3 2023 | 20 |
Tolleson Wealth Management, Inc. | 20 | 20 | 0.62% | 4.34% | 9.68% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.05% | 0.13% | Q4 2018 | Q3 2023 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.02% | 0.08% | 0.21% | Q2 2013 | Q1 2018 | 20 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 11 | 3 | 0.18% | 9.01% | 23.68% | Q1 2015 | Q2 2021 | 20 |
Newfoundland Capital Management | 5 | 1 | 1.24% | 8.53% | 31.02% | Q1 2017 | Q3 2023 | 20 |
KG&L Capital Management,LLC | 20 | 20 | 2.80% | 3.38% | 3.92% | Q4 2018 | Q3 2023 | 20 |
CAMG Solamere Management, LLC | 20 | 20 | 0.86% | 1.65% | 2.47% | Q4 2016 | Q3 2021 | 20 |
Arkos Global Advisors | 20 | 20 | 9.43% | 19.74% | 26.05% | Q4 2018 | Q3 2023 | 20 |
Van Leeuwen & Company, LLC | 20 | 20 | 0.30% | 2.07% | 5.27% | Q4 2018 | Q3 2023 | 20 |
O'Brien Greene & Co. Inc | 20 | 20 | 0.09% | 0.16% | 0.23% | Q4 2018 | Q3 2023 | 20 |
ERn Financial, LLC | 20 | 20 | 0.18% | 0.27% | 0.40% | Q4 2018 | Q3 2023 | 20 |
Trek Financial, LLC | 20 | 20 | 0.52% | 7.44% | 18.09% | Q4 2018 | Q3 2023 | 20 |
HOWARD FINANCIAL SERVICES, LTD. | 20 | 20 | 1.29% | 2.79% | 4.58% | Q4 2018 | Q3 2023 | 20 |
Meridian Wealth Advisors, LLC | 20 | 20 | 0.38% | 3.13% | 4.44% | Q4 2018 | Q3 2023 | 20 |
Bay Harbor Wealth Management, LLC | 20 | 20 | 0.09% | 0.78% | 3.48% | Q4 2018 | Q3 2023 | 20 |
Omega Financial Group, LLC | 20 | 20 | 1.16% | 1.77% | 2.29% | Q4 2018 | Q3 2023 | 20 |
Inscription Capital, LLC | 20 | 20 | 0.08% | 5.88% | 9.13% | Q4 2018 | Q3 2023 | 20 |
Wealthquest Corp | 14 | 1 | 0.19% | 0.29% | 0.39% | Q1 2015 | Q3 2023 | 20 |
Global Wealth Management Investment Advisory, Inc. | 20 | 20 | 0.02% | 0.20% | 0.64% | Q4 2018 | Q3 2023 | 20 |
Farmers & Merchants Trust Co of Long Beach | 20 | 20 | 0.18% | 0.36% | 0.63% | Q4 2018 | Q3 2023 | 20 |
Miramar Capital, LLC | 20 | 20 | 0.12% | 0.26% | 0.38% | Q4 2018 | Q3 2023 | 20 |
Frisch Financial Group, Inc. | 20 | 20 | 0.13% | 0.27% | 0.52% | Q4 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 1.57% | 7.71% | 15.39% | Q4 2018 | Q3 2023 | 20 |
Guidance Point Advisors, LLC | 20 | 20 | 1.19% | 1.39% | 1.66% | Q4 2018 | Q3 2023 | 20 |
RESTON WEALTH MANAGEMENT LLC | 20 | 20 | 0.22% | 0.28% | 0.35% | Q4 2018 | Q3 2023 | 20 |
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 20 | 20 | 1.28% | 1.85% | 2.76% | Q4 2018 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.06% | 0.36% | 1.79% | Q4 2018 | Q3 2023 | 20 |
RIVERBRIDGE PARTNERS LLC | 20 | 20 | 0.01% | 0.07% | 0.10% | Q2 2013 | Q1 2018 | 20 |
PHILADELPHIA TRUST CO | 19 | 1 | 0.03% | 0.21% | 0.80% | Q4 2017 | Q3 2023 | 20 |
Traverso Chambers Private Wealth Management, LLC | 20 | 20 | 9.07% | 9.94% | 11.08% | Q4 2018 | Q3 2023 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.01% | 4.35% | 7.69% | Q4 2018 | Q3 2023 | 20 |
Avondale Wealth Management | 20 | 20 | 0.06% | 0.14% | 0.29% | Q4 2018 | Q3 2023 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 4.89% | 5.79% | 7.32% | Q4 2018 | Q3 2023 | 20 |
Robertson Stephens Wealth Management, LLC | 20 | 20 | 1.89% | 4.60% | 13.26% | Q4 2018 | Q3 2023 | 20 |
McCarthy Grittinger Financial Group, LLC | 20 | 20 | 0.02% | 0.03% | 0.04% | Q4 2018 | Q3 2023 | 20 |
Cedar Brook Financial Partners, LLC | 20 | 20 | 0.18% | 1.20% | 2.41% | Q4 2018 | Q3 2023 | 20 |
VeraBank, N.A. | 20 | 20 | 0.71% | 1.56% | 2.29% | Q4 2018 | Q3 2023 | 20 |
Edge Capital Group, LLC | 20 | 20 | 0.26% | 7.36% | 10.52% | Q4 2018 | Q3 2023 | 20 |
Hillcrest Wealth Advisors - NY, LLC | 20 | 20 | 6.06% | 10.44% | 16.55% | Q4 2018 | Q3 2023 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.69% | 0.78% | 1.00% | Q4 2018 | Q3 2023 | 20 |
STONERIDGE INVESTMENT PARTNERS LLC | 20 | 20 | 0.35% | 0.67% | 0.91% | Q4 2018 | Q3 2023 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 2.54% | 3.48% | 5.39% | Q4 2018 | Q3 2023 | 20 |
BROOKS, MOORE & ASSOCIATES, INC. | 20 | 20 | 0.64% | 0.73% | 0.84% | Q4 2018 | Q3 2023 | 20 |
ARS Wealth Advisors, LLC | 14 | 1 | 0.09% | 0.32% | 0.71% | Q4 2013 | Q2 2021 | 20 |
Financial Enhancement Group LLC | 13 | 2 | 0.00% | 0.28% | 0.76% | Q2 2016 | Q1 2023 | 20 |
Paradigm Financial Partners, LLC | 20 | 20 | 0.07% | 0.36% | 1.00% | Q4 2018 | Q3 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 1.31% | 2.47% | 4.20% | Q4 2018 | Q3 2023 | 20 |
CCM INVESTMENT ADVISERS LLC | 6 | 1 | 0.03% | 0.09% | 0.79% | Q1 2014 | Q4 2022 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 1.05% | 1.27% | 1.62% | Q4 2018 | Q3 2023 | 20 |
FORTEM FINANCIAL GROUP, LLC | 20 | 20 | 0.46% | 1.62% | 6.76% | Q4 2018 | Q3 2023 | 20 |
Ellevest, Inc. | 20 | 20 | 0.29% | 0.48% | 0.94% | Q4 2018 | Q3 2023 | 20 |
Pinion Investment Advisors, LLC | 9 | 4 | 0.16% | 0.61% | 1.59% | Q1 2018 | Q3 2023 | 20 |
MONECO Advisors, LLC | 20 | 20 | 0.89% | 2.04% | 3.93% | Q4 2018 | Q3 2023 | 20 |
Summit X, LLC | 19 | 1 | 0.09% | 0.23% | 0.52% | Q2 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.62% | 1.41% | 2.22% | Q4 2018 | Q3 2023 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.23% | 0.35% | 0.51% | Q4 2018 | Q3 2023 | 20 |
Apollon Wealth Management, LLC | 20 | 20 | 0.86% | 2.07% | 17.88% | Q4 2018 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.32% | 1.18% | 2.30% | Q4 2018 | Q3 2023 | 20 |
PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 18 | 2 | 0.04% | 0.07% | 0.14% | Q1 2016 | Q1 2021 | 20 |
SlateStone Wealth, LLC | 20 | 20 | 5.83% | 9.49% | 12.26% | Q4 2018 | Q3 2023 | 20 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 20 | 20 | 0.62% | 0.79% | 1.34% | Q1 2016 | Q4 2020 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 2.00% | 2.61% | 3.35% | Q4 2018 | Q3 2023 | 20 |
Wealthfront Advisers LLC | 20 | 20 | 0.01% | 0.03% | 0.11% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 1.14% | 1.62% | 2.24% | Q4 2017 | Q3 2022 | 20 |
WealthOne, LLC | 20 | 20 | 0.20% | 0.41% | 0.66% | Q4 2018 | Q3 2023 | 20 |
Riverstone Advisors, LLC | 20 | 20 | 0.46% | 0.67% | 0.86% | Q4 2018 | Q3 2023 | 20 |
Hardy Reed LLC | 20 | 20 | 0.35% | 0.43% | 0.56% | Q4 2018 | Q3 2023 | 20 |
Wellesley Investment Partners, LLC | 20 | 20 | 1.24% | 1.74% | 3.06% | Q4 2015 | Q3 2020 | 20 |
Valtinson Bruner Financial Planning LLC | 20 | 20 | 0.34% | 0.52% | 0.76% | Q4 2018 | Q3 2023 | 20 |
Passport Capital, LLC | 8 | 1 | 0.00% | 10.60% | 81.62% | Q3 2013 | Q4 2019 | 19 |
Investors Research Corp | 19 | 19 | 0.01% | 0.07% | 0.15% | Q1 2019 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 1.17% | 1.38% | 1.91% | Q1 2019 | Q3 2023 | 19 |
Security National Bank | 19 | 19 | 0.11% | 0.16% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Capital Asset Advisory Services LLC | 18 | 1 | 0.16% | 0.39% | 0.81% | Q3 2017 | Q3 2023 | 19 |
Horizon Investment Services, LLC | 19 | 19 | 0.98% | 1.18% | 1.67% | Q1 2019 | Q3 2023 | 19 |
MEANS INVESTMENT CO., INC. | 17 | 17 | 0.00% | 0.40% | 0.58% | Q3 2019 | Q3 2023 | 19 |
Ferris Capital, LLC | 16 | 3 | 7.84% | 12.77% | 20.48% | Q2 2017 | Q1 2022 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.11% | 0.58% | 0.89% | Q1 2019 | Q3 2023 | 19 |
Rikoon Group, LLC | 19 | 19 | 1.26% | 1.51% | 1.80% | Q3 2016 | Q1 2021 | 19 |
Bremer Bank National Association | 19 | 19 | 7.53% | 9.00% | 10.55% | Q1 2019 | Q3 2023 | 19 |
Close Asset Management Ltd | 19 | 19 | 0.00% | 0.11% | 0.15% | Q4 2016 | Q2 2021 | 19 |
First National Bank of South Miami | 19 | 19 | 0.38% | 0.49% | 0.70% | Q4 2018 | Q2 2023 | 19 |
Joseph P. Lucia & Associates, LLC | 19 | 19 | 0.14% | 1.06% | 1.54% | Q1 2019 | Q3 2023 | 19 |
LITTLE HOUSE CAPITAL LLC | 10 | 9 | 0.10% | 0.74% | 4.26% | Q4 2018 | Q3 2023 | 19 |
Willis Johnson & Associates, Inc. | 12 | 12 | 0.00% | 0.21% | 0.41% | Q4 2020 | Q3 2023 | 19 |
Beirne Wealth Consulting Services, LLC | 16 | 3 | 0.20% | 0.59% | 1.37% | Q4 2018 | Q3 2023 | 19 |
Financial Advisors Network, Inc. | 17 | 1 | 0.06% | 0.85% | 1.56% | Q4 2016 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.46% | 3.09% | 7.29% | Q1 2019 | Q3 2023 | 19 |
Icon Wealth Partners, LLC | 10 | 3 | 0.06% | 0.66% | 1.30% | Q4 2017 | Q3 2023 | 19 |
Spectrum Wealth Advisory Group, LLC | 19 | 19 | 1.83% | 2.77% | 6.56% | Q1 2019 | Q3 2023 | 19 |
CAAS CAPITAL MANAGEMENT LP | 6 | 1 | 0.00% | 1.38% | 9.03% | Q1 2020 | Q3 2023 | 19 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.00% | 0.50% | 0.68% | Q2 2013 | Q3 2017 | 19 |
Hamilton Capital, LLC | 10 | 1 | 0.02% | 0.27% | 0.66% | Q4 2017 | Q3 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 0.25% | 0.79% | 1.09% | Q1 2019 | Q3 2023 | 19 |
Neuberger Berman Canada ULC | 7 | 7 | 0.01% | 7.82% | 23.36% | Q2 2013 | Q4 2014 | 19 |
Virtu KCG Holdings LLC | 16 | 16 | 0.05% | 0.91% | 3.65% | Q3 2013 | Q2 2017 | 19 |
Lantz Financial LLC | 19 | 19 | 0.39% | 0.52% | 0.70% | Q1 2019 | Q3 2023 | 19 |
Altium Wealth Management LLC | 19 | 19 | 0.44% | 1.04% | 2.34% | Q4 2017 | Q2 2022 | 19 |
Sunesis Advisors, LLC | 18 | 1 | 0.35% | 1.45% | 2.33% | Q4 2018 | Q3 2023 | 19 |
US FINANCIAL ADVISORS, LLC | 12 | 7 | 0.56% | 2.94% | 4.80% | Q4 2014 | Q3 2023 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 1.51% | 1.80% | 1.99% | Q2 2013 | Q4 2017 | 19 |
HAYS ADVISORY LLC | 11 | 8 | 0.46% | 3.43% | 5.44% | Q2 2013 | Q3 2018 | 19 |
Lafayette Investments | 18 | 1 | 0.11% | 0.16% | 0.18% | Q2 2013 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.03% | 0.47% | 0.55% | Q3 2018 | Q3 2023 | 19 |
CAMDEN NATIONAL BANK | 17 | 2 | 0.04% | 0.10% | 0.22% | Q2 2018 | Q3 2023 | 19 |
EAGLE CAPITAL MANAGEMENT LLC | 5 | 1 | 0.00% | 0.12% | 0.77% | Q4 2013 | Q1 2023 | 19 |
LYNCH & ASSOCIATES/IN | 7 | 5 | 0.06% | 0.09% | 0.16% | Q4 2014 | Q4 2023 | 19 |
Evolution Wealth Advisors, LLC | 16 | 3 | 5.54% | 10.48% | 16.16% | Q4 2018 | Q3 2023 | 19 |
Gainplan LLC | 16 | 1 | 0.81% | 34.37% | 66.66% | Q4 2016 | Q3 2023 | 19 |
Corrigan Financial, Inc. | 10 | 1 | 0.10% | 0.14% | 0.23% | Q1 2016 | Q2 2023 | 19 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 2.10% | 16.53% | 61.93% | Q1 2014 | Q4 2021 | 19 |
Legacy Financial Advisors, Inc. | 9 | 2 | 0.04% | 0.16% | 0.28% | Q4 2017 | Q3 2023 | 19 |
Schoolcraft Capital LLC | 19 | 19 | 0.09% | 0.15% | 0.33% | Q1 2019 | Q3 2023 | 19 |
TSFG, LLC | 19 | 19 | 2.47% | 2.92% | 3.74% | Q1 2019 | Q3 2023 | 19 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.04% | 1.02% | 1.49% | Q4 2019 | Q3 2023 | 19 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.00% | 3.97% | 37.55% | Q2 2014 | Q2 2023 | 19 |
Longhorn Capital Partners, L.P. | 19 | 19 | 86.90% | 95.47% | 100.00% | Q2 2013 | Q4 2017 | 19 |
Tennessee Valley Asset Management Partners | 10 | 9 | 0.75% | 1.10% | 1.60% | Q4 2018 | Q3 2023 | 19 |
ROMAN BUTLER FULLERTON & CO | 14 | 5 | 0.14% | 1.01% | 4.35% | Q4 2018 | Q3 2023 | 19 |
TimeScale Financial, Inc. | 19 | 19 | 0.12% | 0.17% | 0.32% | Q4 2018 | Q2 2023 | 19 |
Wolff Financial Management LLC | 10 | 9 | 0.21% | 0.31% | 0.57% | Q4 2018 | Q3 2023 | 19 |
Argentus Capital Management, LLC | 14 | 14 | 0.06% | 1.70% | 7.95% | Q2 2013 | Q3 2016 | 19 |
VESTOR CAPITAL, LLC | 13 | 1 | 0.06% | 0.10% | 0.12% | Q4 2014 | Q3 2023 | 19 |
MUFG Bank, Ltd. | 6 | 1 | 8.99% | 53.64% | 100.00% | Q2 2013 | Q1 2022 | 19 |
J.Safra Asset Management Corp | 16 | 3 | 0.49% | 32.20% | 79.58% | Q2 2016 | Q3 2023 | 19 |
Numeric Investors LLC | 19 | 19 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2017 | 19 |
Eagle Ridge Investment Management | 19 | 19 | 0.02% | 0.10% | 0.21% | Q4 2018 | Q2 2023 | 19 |
Verity Asset Management, Inc. | 8 | 1 | 0.18% | 3.13% | 11.90% | Q4 2015 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.36% | 0.95% | 1.57% | Q1 2019 | Q3 2023 | 19 |
NATIONAL PLANNING CORP | 19 | 19 | 1.23% | 2.61% | 4.19% | Q2 2013 | Q4 2017 | 19 |
Shulman DeMeo Asset Management LLC | 11 | 8 | 44.36% | 52.40% | 69.37% | Q4 2018 | Q3 2023 | 19 |
ALTA CAPITAL MANAGEMENT LLC/ | 7 | 1 | 0.01% | 0.25% | 1.14% | Q3 2015 | Q2 2023 | 19 |
LIBERTY WEALTH MANAGEMENT LLC | 16 | 3 | 0.02% | 0.24% | 0.42% | Q4 2018 | Q3 2023 | 19 |
Private Capital Group, LLC | 19 | 19 | 0.30% | 3.06% | 4.53% | Q4 2017 | Q2 2022 | 19 |
Enterprise Bank & Trust Co | 19 | 19 | 1.97% | 2.41% | 2.94% | Q1 2019 | Q3 2023 | 19 |
MainStreet Investment Advisors LLC | 14 | 1 | 0.02% | 0.04% | 0.08% | Q1 2018 | Q3 2023 | 19 |
CAPITAL MANAGEMENT CORP /VA | 19 | 19 | 0.05% | 0.10% | 0.16% | Q3 2018 | Q1 2023 | 19 |
CCG WEALTH MANAGEMENT, LLC | 19 | 19 | 0.18% | 1.07% | 6.61% | Q1 2019 | Q3 2023 | 19 |
Premise Capital, LLC | 19 | 19 | 5.48% | 29.56% | 56.69% | Q4 2015 | Q2 2020 | 19 |
Cottage Street Advisors LLC | 9 | 3 | 0.17% | 0.68% | 1.33% | Q3 2018 | Q3 2023 | 19 |
Cypress Capital, LLC | 14 | 5 | 4.90% | 8.14% | 25.02% | Q4 2018 | Q3 2023 | 19 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 19 | 19 | 0.02% | 0.06% | 0.14% | Q1 2019 | Q3 2023 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.30% | 0.62% | 1.07% | Q2 2013 | Q4 2017 | 19 |
Arjuna Capital | 19 | 19 | 0.14% | 0.36% | 0.55% | Q4 2017 | Q2 2022 | 19 |
Opes Wealth Management LLC | 19 | 19 | 0.14% | 0.18% | 0.27% | Q1 2019 | Q3 2023 | 19 |
Windham Capital Management, LLC | 19 | 19 | 0.71% | 1.48% | 2.64% | Q1 2019 | Q3 2023 | 19 |
CHEMUNG CANAL TRUST CO | 15 | 4 | 0.05% | 0.06% | 0.08% | Q1 2019 | Q4 2023 | 19 |
Oakhurst Advisors,LLC | 7 | 7 | 0.36% | 24.76% | 50.09% | Q2 2021 | Q4 2022 | 19 |
Islet Management, LP | 19 | 19 | 3.84% | 17.77% | 39.84% | Q4 2018 | Q2 2023 | 19 |
EverPoint Asset Management, LLC | 11 | 11 | 0.20% | 2.29% | 7.02% | Q2 2014 | Q4 2016 | 18 |
Tourbillon Capital Partners, L.P. | 10 | 2 | 1.56% | 9.46% | 23.21% | Q4 2013 | Q3 2018 | 18 |
GAMCO INVESTORS, INC. ET AL | 18 | 18 | 0.02% | 0.06% | 0.09% | Q2 2019 | Q3 2023 | 18 |
PATTON FUND MANAGEMENT, INC. | 18 | 18 | 2.97% | 4.42% | 5.60% | Q2 2019 | Q3 2023 | 18 |
Camber Capital Management LP | 4 | 1 | 6.59% | 15.78% | 28.68% | Q2 2013 | Q1 2021 | 18 |
RB Capital Management, LLC | 17 | 17 | 0.01% | 1.68% | 2.19% | Q3 2019 | Q3 2023 | 18 |
JANUS HENDERSON GROUP PLC | 7 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2021 | 18 |
GeoWealth Management, LLC | 18 | 18 | 0.31% | 1.15% | 4.18% | Q2 2019 | Q3 2023 | 18 |
SkyOak Wealth, LLC | 16 | 16 | 0.00% | 0.24% | 0.49% | Q4 2019 | Q3 2023 | 18 |
Efficient Market Advisors, LLC | 16 | 16 | 0.00% | 2.72% | 8.94% | Q2 2013 | Q1 2017 | 18 |
AFFINITY WEALTH MANAGEMENT LLC | 13 | 5 | 0.40% | 0.69% | 3.04% | Q4 2018 | Q3 2023 | 18 |
Titus Wealth Management | 16 | 2 | 0.44% | 0.74% | 0.95% | Q4 2017 | Q2 2022 | 18 |
Bristol Advisors, LLC | 8 | 1 | 0.00% | 6.24% | 32.60% | Q4 2016 | Q1 2019 | 18 |
Force Capital Management LLC | 12 | 1 | 2.28% | 26.76% | 73.84% | Q2 2013 | Q3 2019 | 18 |
Mountain Lake Investment Management LLC | 5 | 1 | 0.05% | 11.20% | 36.45% | Q3 2015 | Q3 2023 | 18 |
Somerset Trust Co | 7 | 1 | 0.07% | 0.77% | 2.05% | Q4 2013 | Q4 2022 | 18 |
Jackson Wealth Management, LLC | 8 | 1 | 0.04% | 1.21% | 5.18% | Q4 2014 | Q3 2023 | 18 |
LPWM LLC | 16 | 16 | 0.01% | 0.19% | 0.28% | Q4 2019 | Q3 2023 | 18 |
Board of Trustees of The Leland Stanford Junior University | 7 | 1 | 5.84% | 24.78% | 73.14% | Q1 2017 | Q3 2023 | 18 |
Independence Trust CO | 15 | 3 | 0.29% | 0.45% | 0.88% | Q2 2013 | Q4 2017 | 18 |
UBP Investment Advisors SA | 18 | 18 | 1.03% | 1.72% | 3.48% | Q2 2018 | Q3 2022 | 18 |
NSI Retail Advisors, LLC | 10 | 10 | 1.11% | 7.52% | 14.78% | Q2 2021 | Q3 2023 | 18 |
PVG ASSET MANAGEMENT CORP | 13 | 1 | 0.72% | 6.96% | 18.94% | Q3 2016 | Q1 2023 | 18 |
Watershed Asset Management, L.L.C. | 14 | 4 | 6.74% | 23.56% | 48.29% | Q2 2013 | Q3 2023 | 18 |
180 WEALTH ADVISORS, LLC | 14 | 4 | 0.06% | 0.07% | 0.10% | Q1 2019 | Q3 2023 | 18 |
Pointe Capital Management LLC | 16 | 1 | 0.18% | 0.33% | 0.45% | Q4 2016 | Q3 2023 | 18 |
Private Wealth Strategies, L.L.C. | 16 | 16 | 0.02% | 0.21% | 0.25% | Q4 2019 | Q3 2023 | 18 |
MITCHELL SINKLER & STARR/PA | 18 | 18 | 0.28% | 0.61% | 0.94% | Q1 2019 | Q2 2023 | 18 |
FEDERATED HERMES, INC. | 10 | 1 | 0.00% | 0.62% | 3.99% | Q4 2013 | Q3 2020 | 18 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 18 | 18 | 0.02% | 0.07% | 0.18% | Q2 2019 | Q3 2023 | 18 |
Grandview Asset Management LLC | 14 | 4 | 0.45% | 3.33% | 7.64% | Q1 2019 | Q3 2023 | 18 |
Jacobus Wealth Management, Inc. | 18 | 18 | 3.29% | 4.63% | 5.75% | Q2 2013 | Q3 2017 | 18 |
Shilanski & Associates, Inc. | 18 | 18 | 0.42% | 6.28% | 10.04% | Q2 2019 | Q3 2023 | 18 |
Cowen Investment Management LLC | 10 | 5 | 0.00% | 0.20% | 0.70% | Q4 2019 | Q3 2023 | 18 |
HT Partners LLC | 17 | 17 | 0.01% | 0.15% | 0.21% | Q3 2019 | Q3 2023 | 18 |
Strategic Investment Advisors / MI | 12 | 6 | 0.06% | 0.36% | 1.45% | Q4 2018 | Q3 2023 | 18 |
Principal Street Partners, LLC | 18 | 18 | 0.75% | 2.29% | 4.86% | Q2 2019 | Q3 2023 | 18 |
Parker Investment Management, LLC | 18 | 18 | 0.02% | 1.00% | 11.30% | Q2 2019 | Q3 2023 | 18 |
Advisory Alpha, LLC | 17 | 1 | 0.04% | 0.20% | 0.44% | Q1 2019 | Q3 2023 | 18 |
Ashburton (Jersey) Ltd | 18 | 18 | 0.12% | 1.10% | 10.17% | Q4 2015 | Q1 2020 | 18 |
Arcus Capital Partners, LLC | 12 | 6 | 0.12% | 1.21% | 3.47% | Q1 2019 | Q3 2023 | 18 |
Betterment LLC | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.50% | 1.87% | 5.33% | Q2 2013 | Q3 2014 | 18 |
Brio Consultants, LLC | 17 | 1 | 0.04% | 0.13% | 0.34% | Q4 2018 | Q2 2023 | 18 |
TEACHERS ADVISORS, LLC | 18 | 18 | 0.00% | 0.06% | 0.12% | Q2 2013 | Q3 2017 | 18 |
MA Private Wealth | 12 | 2 | 0.10% | 0.20% | 0.39% | Q4 2018 | Q3 2023 | 18 |
Fulcrum Equity Management | 17 | 1 | 0.23% | 10.98% | 22.29% | Q1 2019 | Q3 2023 | 18 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 8 | 1 | 0.01% | 5.78% | 25.55% | Q4 2018 | Q3 2023 | 18 |
SIG North Trading, ULC | 8 | 8 | 0.12% | 5.27% | 13.39% | Q4 2021 | Q3 2023 | 18 |
TRAIN BABCOCK ADVISORS LLC | 17 | 1 | 3.34% | 5.03% | 7.22% | Q2 2013 | Q4 2017 | 18 |
HNP Capital LLC | 18 | 18 | 0.24% | 1.06% | 2.21% | Q4 2018 | Q1 2023 | 18 |
Columbus Hill Capital Management, L.P. | 7 | 1 | 1.01% | 21.80% | 52.92% | Q3 2013 | Q3 2021 | 18 |
FLC Capital Advisors | 18 | 18 | 0.08% | 0.49% | 0.78% | Q4 2018 | Q1 2023 | 18 |
Private Advisory Group LLC | 13 | 1 | 0.00% | 2.41% | 7.87% | Q4 2016 | Q2 2023 | 18 |
Bayesian Capital Management, LP | 8 | 1 | 0.10% | 3.18% | 11.94% | Q4 2015 | Q1 2023 | 18 |
Matthew Goff Investment Advisor, LLC | 14 | 1 | 0.23% | 0.28% | 0.35% | Q3 2017 | Q3 2023 | 18 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 18 | 18 | 0.04% | 1.48% | 2.20% | Q2 2019 | Q3 2023 | 18 |
SAGE RHINO CAPITAL LLC | 11 | 1 | 0.01% | 0.65% | 1.25% | Q4 2019 | Q3 2023 | 18 |
HUTCHINSON CAPITAL MANAGEMENT/CA | 17 | 1 | 0.18% | 0.27% | 0.39% | Q1 2016 | Q3 2023 | 18 |
WEALTHFRONT Corp | 18 | 18 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q3 2018 | 18 |
FOUNDERS CAPITAL MANAGEMENT, LLC | 18 | 18 | 0.22% | 1.34% | 3.10% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 1.32% | 1.44% | 1.68% | Q2 2013 | Q3 2017 | 18 |
Private Vista, LLC | 10 | 8 | 0.35% | 1.17% | 2.91% | Q4 2015 | Q2 2020 | 18 |
Barber Financial Group, Inc. | 11 | 1 | 0.04% | 2.13% | 10.19% | Q3 2017 | Q1 2023 | 18 |
STERLING INVESTMENT MANAGEMENT, LLC | 16 | 2 | 0.64% | 3.97% | 9.69% | Q4 2013 | Q4 2019 | 18 |
FOSTER & MOTLEY INC | 17 | 1 | 0.02% | 0.03% | 0.08% | Q3 2013 | Q2 2022 | 18 |
NICOLET ADVISORY SERVICES, LLC | 18 | 18 | 0.04% | 0.20% | 0.54% | Q2 2019 | Q3 2023 | 18 |
CMT TRADING LLC | 9 | 1 | 0.00% | 2.49% | 10.87% | Q1 2014 | Q4 2019 | 18 |
TD Capital Management LLC | 18 | 18 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Bramshill Investments, LLC | 7 | 2 | 0.00% | 0.24% | 2.45% | Q2 2017 | Q3 2023 | 18 |
Broadview Financial Management, LLC | 11 | 7 | 0.16% | 0.20% | 0.26% | Q4 2017 | Q2 2023 | 18 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 14 | 1 | 0.16% | 0.33% | 0.77% | Q2 2015 | Q3 2023 | 18 |
Tranquility Partners, LLC | 18 | 18 | 0.49% | 0.90% | 1.92% | Q2 2019 | Q3 2023 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.10% | 0.30% | 0.56% | Q2 2019 | Q3 2023 | 18 |
Assured Investment Management LLC | 12 | 12 | 0.00% | 2.15% | 6.81% | Q2 2013 | Q1 2016 | 18 |
Monument Capital Management | 14 | 4 | 0.03% | 3.35% | 7.71% | Q4 2017 | Q3 2023 | 18 |
SUMMIT FINANCIAL GROUP, INC. | 18 | 18 | 1.15% | 2.20% | 3.56% | Q2 2019 | Q3 2023 | 18 |
Catamount Wealth Management | 18 | 18 | 7.52% | 9.56% | 14.29% | Q4 2014 | Q1 2019 | 18 |
DELTA FINANCIAL ADVISORS LLC | 18 | 18 | 6.28% | 7.61% | 8.39% | Q2 2019 | Q3 2023 | 18 |
Espalier Global Management LLC | 12 | 1 | 0.54% | 16.98% | 64.67% | Q2 2013 | Q3 2016 | 18 |
MANNING & NAPIER ADVISORS LLC | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2017 | 18 |
Savior LLC | 16 | 16 | 0.00% | 5.48% | 62.52% | Q4 2019 | Q3 2023 | 18 |
MIRABELLA FINANCIAL SERVICES LLP | 14 | 1 | 0.04% | 8.04% | 36.75% | Q4 2019 | Q3 2023 | 18 |
SIMPLEX TRADING, LLC | 7 | 1 | 0.00% | 0.55% | 3.06% | Q1 2015 | Q3 2023 | 18 |
Barrington Strategic Wealth Management Group LLC | 18 | 18 | 6.80% | 8.48% | 9.63% | Q2 2013 | Q3 2017 | 18 |
South Dakota Investment Council | 5 | 2 | 0.01% | 0.58% | 7.16% | Q3 2014 | Q2 2023 | 18 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 10 | 4 | 0.63% | 9.79% | 34.54% | Q2 2013 | Q4 2016 | 18 |
Peak Financial Management, Inc. | 16 | 2 | 0.08% | 0.14% | 0.21% | Q2 2016 | Q1 2022 | 18 |
FOX RUN MANAGEMENT, L.L.C. | 6 | 1 | 0.44% | 3.04% | 20.31% | Q4 2015 | Q3 2023 | 18 |
CSM Advisors, LLC | 10 | 10 | 0.50% | 3.27% | 7.16% | Q2 2021 | Q3 2023 | 18 |
UNITED STATES STEEL & CARNEGIE PENSION FUND | 18 | 18 | 3.68% | 6.05% | 9.35% | Q2 2013 | Q3 2017 | 18 |
DDD Partners, LLC | 18 | 18 | 0.08% | 0.32% | 1.12% | Q2 2019 | Q3 2023 | 18 |
BENJAMIN EDWARDS INC | 18 | 18 | 0.00% | 0.04% | 0.58% | Q2 2019 | Q3 2023 | 18 |
JABODON PT CO | 7 | 1 | 2.66% | 46.50% | 97.14% | Q1 2014 | Q3 2023 | 17 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16 | 1 | 0.45% | 1.80% | 3.89% | Q4 2018 | Q3 2023 | 17 |
CAPSTONE ASSET MANAGEMENT CO | 17 | 17 | 0.02% | 0.05% | 0.16% | Q2 2013 | Q2 2017 | 17 |
COMPASS CAPITAL MANAGEMENT, INC | 17 | 17 | 0.03% | 0.06% | 0.34% | Q3 2019 | Q3 2023 | 17 |
Kazazian Asset Management, LLC | 15 | 2 | 1.50% | 19.59% | 51.53% | Q1 2015 | Q3 2019 | 17 |
Resource Management, LLC | 17 | 17 | 29.22% | 31.38% | 32.99% | Q4 2017 | Q4 2021 | 17 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.00% | 0.62% | 1.34% | Q4 2019 | Q3 2023 | 17 |
HOHIMER WEALTH MANAGEMENT, LLC | 16 | 16 | 0.11% | 1.37% | 1.88% | Q4 2019 | Q3 2023 | 17 |
STEWART & PATTEN CO LLC | 8 | 1 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q3 2023 | 17 |
IFG Advisory, LLC | 17 | 17 | 1.58% | 3.30% | 5.47% | Q3 2019 | Q3 2023 | 17 |
PURA VIDA INVESTMENTS, LLC | 6 | 1 | 0.93% | 8.92% | 24.54% | Q4 2015 | Q1 2021 | 17 |
MACKAY SHIELDS LLC | 17 | 17 | 2.86% | 5.23% | 8.44% | Q1 2018 | Q1 2022 | 17 |
Mizuho Trust & Banking Co., Ltd. | 6 | 1 | 0.00% | 12.63% | 44.42% | Q4 2014 | Q2 2020 | 17 |
Fullerton Fund Management Co Ltd. | 6 | 1 | 0.10% | 1.64% | 6.18% | Q4 2014 | Q3 2023 | 17 |
Brookmont Capital Management | 8 | 1 | 0.11% | 0.15% | 0.16% | Q3 2017 | Q3 2022 | 17 |
LONESTAR CAPITAL MANAGEMENT LLC | 11 | 1 | 8.45% | 27.63% | 54.40% | Q3 2013 | Q3 2023 | 17 |
One Charles Private Wealth Services, LLC | 10 | 1 | 0.04% | 0.33% | 1.60% | Q2 2020 | Q3 2023 | 17 |
Arkadios Wealth Advisors | 16 | 16 | 0.00% | 1.26% | 2.64% | Q4 2019 | Q3 2023 | 17 |
Adero Partners, LLC | 16 | 16 | 0.04% | 1.03% | 3.82% | Q4 2019 | Q3 2023 | 17 |
I.G. INVESTMENT MANAGEMENT, LTD. | 17 | 17 | 0.00% | 0.13% | 0.32% | Q2 2013 | Q2 2017 | 17 |
Crabel Capital Management, LLC | 11 | 1 | 0.17% | 0.46% | 1.57% | Q4 2017 | Q2 2023 | 17 |
Leonetti & Associates, LLC | 17 | 17 | 0.37% | 5.45% | 12.13% | Q4 2014 | Q4 2018 | 17 |
J. W. Coons Advisors, LLC | 15 | 15 | 0.14% | 2.89% | 4.15% | Q1 2020 | Q3 2023 | 17 |
Andesa Financial Management Inc. | 17 | 17 | 0.07% | 0.91% | 3.40% | Q4 2018 | Q4 2022 | 17 |
Timber Hill LLC | 15 | 2 | 0.10% | 3.01% | 20.44% | Q3 2013 | Q1 2018 | 17 |
Monarch Alternative Capital LP | 16 | 1 | 1.76% | 59.53% | 98.55% | Q1 2017 | Q2 2023 | 17 |
Grace Capital | 16 | 1 | 0.11% | 1.61% | 3.39% | Q4 2015 | Q4 2021 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q4 2023 | 17 |
Schwab Charitable Fund | 12 | 1 | 0.04% | 0.12% | 0.28% | Q2 2018 | Q1 2023 | 17 |
Redhawk Wealth Advisors, Inc. | 14 | 1 | 0.04% | 6.17% | 12.74% | Q3 2018 | Q3 2023 | 17 |
BEACON TRUST CO | 17 | 17 | 0.18% | 0.27% | 0.36% | Q1 2013 | Q1 2017 | 17 |
HOEY INVESTMENTS, INC | 16 | 16 | 0.02% | 0.17% | 2.46% | Q4 2019 | Q3 2023 | 17 |
Modus Advisors, LLC | 17 | 17 | 0.38% | 1.72% | 2.53% | Q4 2019 | Q4 2023 | 17 |
Physician Wealth Advisors, Inc. | 17 | 17 | 0.10% | 0.17% | 0.34% | Q3 2019 | Q3 2023 | 17 |
Heartwood Wealth Advisors LLC | 16 | 16 | 0.04% | 0.10% | 0.16% | Q4 2019 | Q3 2023 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.02% | 0.11% | 0.23% | Q2 2013 | Q2 2017 | 17 |
Phoenix Holdings Ltd. | 17 | 17 | 0.07% | 0.56% | 2.63% | Q3 2019 | Q3 2023 | 17 |
THOMASPARTNERS, INC. | 10 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q1 2018 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 1.68% | 2.20% | 3.45% | Q3 2019 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.61% | 1.61% | 2.30% | Q3 2019 | Q3 2023 | 17 |
Taylor Wealth Management Partners | 16 | 1 | 0.00% | 0.02% | 0.30% | Q1 2015 | Q2 2022 | 17 |
Hubbell Strickland Wealth Management, LLC | 17 | 17 | 0.23% | 0.31% | 0.43% | Q3 2019 | Q3 2023 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.93% | 1.09% | 1.34% | Q3 2019 | Q3 2023 | 17 |
Radnor Capital Management, LLC | 15 | 2 | 0.10% | 0.18% | 0.47% | Q2 2019 | Q3 2023 | 17 |
PERSONAL CFO SOLUTIONS, LLC | 17 | 17 | 0.63% | 1.64% | 6.27% | Q3 2019 | Q3 2023 | 17 |
Charles Schwab Trust Co | 17 | 17 | 0.03% | 0.22% | 0.45% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.42% | 0.86% | 1.54% | Q3 2019 | Q3 2023 | 17 |
CAPITAL GUARDIAN TRUST CO | 11 | 1 | 0.00% | 0.03% | 0.33% | Q3 2013 | Q4 2018 | 17 |
IFG Advisors, LLC | 17 | 17 | 7.51% | 9.79% | 10.81% | Q3 2019 | Q3 2023 | 17 |
KLS Diversified Asset Management LP | 10 | 10 | 0.34% | 31.80% | 93.30% | Q1 2018 | Q2 2020 | 17 |
Covalent Partners LLC | 6 | 1 | 0.05% | 10.67% | 46.78% | Q2 2013 | Q1 2023 | 17 |
LSP Investment Advisors, LLC | 9 | 7 | 0.11% | 9.55% | 40.52% | Q4 2017 | Q3 2023 | 17 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 6 | 0.00% | 0.86% | 1.21% | Q4 2019 | Q3 2023 | 17 |
Spence Asset Management | 17 | 17 | 0.92% | 1.38% | 3.22% | Q4 2019 | Q4 2023 | 17 |
Strid Group, LLC | 14 | 3 | 0.15% | 0.21% | 0.23% | Q4 2015 | Q3 2023 | 17 |
Lyons Wealth Management, LLC. | 3 | 1 | 0.02% | 0.21% | 0.56% | Q2 2013 | Q3 2018 | 17 |
Cordatus Wealth Management LLC | 10 | 1 | 0.24% | 0.94% | 3.10% | Q4 2018 | Q3 2023 | 17 |
Capital Advantage, Inc. | 9 | 1 | 0.06% | 0.11% | 0.17% | Q4 2014 | Q1 2021 | 17 |
Clarity Financial LLC | 9 | 2 | 0.03% | 2.28% | 12.91% | Q4 2020 | Q3 2023 | 17 |
NatWest Group plc | 17 | 17 | 0.19% | 1.30% | 3.77% | Q2 2013 | Q2 2017 | 17 |
HALBERT HARGROVE GLOBAL ADVISORS, LLC | 15 | 1 | 0.03% | 0.06% | 0.29% | Q4 2013 | Q3 2023 | 17 |
Apexium Financial, LP | 16 | 1 | 6.19% | 16.64% | 32.18% | Q4 2018 | Q3 2023 | 17 |
Saiers Capital, LLC | 8 | 8 | 0.00% | 4.85% | 66.91% | Q2 2013 | Q1 2015 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.24% | 0.62% | 2.12% | Q4 2018 | Q4 2022 | 17 |
Farmers National Bank | 15 | 2 | 0.16% | 0.37% | 0.49% | Q4 2014 | Q2 2019 | 17 |
LMCG INVESTMENTS, LLC | 10 | 7 | 0.05% | 0.12% | 0.47% | Q2 2013 | Q3 2023 | 17 |
SEEYOND | 17 | 17 | 0.11% | 2.50% | 5.16% | Q4 2018 | Q4 2022 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.03% | 0.10% | 0.22% | Q2 2017 | Q2 2021 | 17 |
BRANDYWINE TRUST CO | 17 | 17 | 1.27% | 5.44% | 10.65% | Q3 2019 | Q3 2023 | 17 |
Innova Wealth Partners | 12 | 12 | 0.03% | 2.40% | 6.17% | Q4 2020 | Q3 2023 | 17 |
Peachtree Investment Partners, LLC | 11 | 1 | 0.21% | 0.66% | 2.45% | Q4 2018 | Q2 2023 | 17 |
ALTERNA WEALTH MANAGEMENT, INC | 9 | 8 | 0.32% | 2.82% | 7.67% | Q4 2018 | Q3 2023 | 17 |
Vident Investment Advisory, LLC | 13 | 1 | 0.03% | 3.11% | 11.60% | Q2 2015 | Q2 2023 | 17 |
BOYS ARNOLD & CO INC | 16 | 16 | 0.22% | 4.54% | 5.74% | Q2 2016 | Q1 2020 | 17 |
AIA Singapore Private Ltd | 17 | 17 | 27.36% | 63.00% | 83.59% | Q4 2012 | Q4 2016 | 17 |
True North Advisors, LLC | 16 | 16 | 0.69% | 1.25% | 2.06% | Q4 2019 | Q3 2023 | 17 |
Walleye Capital LLC | 7 | 1 | 0.03% | 3.89% | 12.61% | Q3 2018 | Q3 2023 | 17 |
Richard P Slaughter Associates Inc | 17 | 17 | 0.14% | 0.70% | 2.50% | Q4 2019 | Q4 2023 | 17 |
YALE UNIVERSITY | 14 | 1 | 0.13% | 12.01% | 32.78% | Q2 2016 | Q1 2022 | 17 |
SADOFF INVESTMENT MANAGEMENT LLC | 17 | 17 | 0.02% | 0.04% | 0.09% | Q3 2018 | Q3 2022 | 17 |
6 Meridian | 17 | 17 | 0.26% | 1.48% | 4.46% | Q4 2017 | Q4 2021 | 17 |
Affinity Capital Advisors, LLC | 16 | 16 | 0.00% | 0.29% | 0.40% | Q4 2019 | Q3 2023 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.10% | 0.23% | 0.40% | Q2 2013 | Q2 2017 | 17 |
ALETHEA CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.17% | 0.94% | 2.32% | Q4 2014 | Q4 2021 | 17 |
Eudaimonia Partners, LLC | 8 | 7 | 0.09% | 0.35% | 0.48% | Q4 2019 | Q3 2023 | 17 |
GARGOYLE INVESTMENT ADVISOR L.L.C. | 15 | 15 | 0.16% | 2.62% | 15.77% | Q4 2015 | Q2 2019 | 17 |
MidWestOne Financial Group, Inc. | 16 | 1 | 0.10% | 0.34% | 0.47% | Q2 2019 | Q3 2023 | 17 |
MACQUARIE GROUP LTD | 6 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q4 2020 | 17 |
DAVIDSON & GARRARD INC | 17 | 17 | 0.06% | 0.09% | 0.13% | Q3 2013 | Q3 2017 | 17 |
Total Clarity Wealth Management, Inc. | 16 | 16 | 0.01% | 1.49% | 2.76% | Q4 2019 | Q3 2023 | 17 |
1st Global Advisors, Inc. | 17 | 17 | 0.09% | 0.35% | 0.45% | Q2 2013 | Q2 2017 | 17 |
Financial Engines Advisors L.L.C. | 14 | 1 | 0.00% | 0.04% | 0.14% | Q3 2017 | Q3 2023 | 17 |
BALLAST ADVISORS LLC | 16 | 16 | 0.33% | 0.93% | 1.51% | Q4 2019 | Q3 2023 | 17 |
BCM ADVISORS, LLC | 13 | 4 | 0.24% | 0.67% | 1.16% | Q2 2019 | Q3 2023 | 17 |
Resonant Capital Advisors, LLC | 16 | 16 | 1.25% | 1.84% | 2.82% | Q4 2019 | Q3 2023 | 16 |
Live Oak Private Wealth LLC | 16 | 16 | 0.16% | 0.26% | 0.63% | Q4 2019 | Q3 2023 | 16 |
ALPS ADVISORS INC | 16 | 16 | 0.02% | 0.17% | 0.39% | Q2 2013 | Q1 2017 | 16 |
HOWARD WEALTH MANAGEMENT, LLC | 16 | 16 | 1.31% | 1.72% | 2.62% | Q4 2019 | Q3 2023 | 16 |
VIRIDIAN RIA, LLC | 14 | 2 | 9.14% | 10.10% | 12.81% | Q1 2018 | Q1 2022 | 16 |
Essex Private Wealth Management, LLC | 16 | 16 | 0.63% | 1.39% | 2.52% | Q4 2019 | Q3 2023 | 16 |
Morse Asset Management, Inc | 14 | 1 | 0.07% | 0.14% | 0.19% | Q4 2018 | Q3 2023 | 16 |
EWG Elevate Inc. | 16 | 16 | 0.63% | 3.77% | 7.66% | Q4 2019 | Q3 2023 | 16 |
Ruggie Capital Group | 11 | 1 | 0.01% | 0.22% | 1.26% | Q4 2014 | Q1 2019 | 16 |
ANGELO GORDON & CO., L.P. | 7 | 1 | 0.12% | 16.00% | 50.94% | Q2 2013 | Q3 2021 | 16 |
MASTRAPASQUA ASSET MANAGEMENT INC | 4 | 1 | 0.02% | 0.22% | 1.15% | Q4 2015 | Q3 2023 | 16 |
WorthPointe, LLC | 8 | 8 | 0.19% | 3.90% | 9.07% | Q4 2021 | Q3 2023 | 16 |
CX Institutional | 10 | 6 | 0.00% | 0.31% | 1.45% | Q2 2018 | Q3 2023 | 16 |
B. Riley Financial, Inc. | 12 | 1 | 0.48% | 1.28% | 3.71% | Q4 2015 | Q1 2021 | 16 |
Ayrshire Capital Management LLC | 16 | 16 | 0.82% | 0.90% | 1.06% | Q4 2019 | Q3 2023 | 16 |
Halpern Financial, Inc. | 16 | 16 | 1.39% | 1.59% | 1.82% | Q4 2019 | Q3 2023 | 16 |
Kimelman & Baird, LLC | 6 | 1 | 0.03% | 0.04% | 0.04% | Q4 2014 | Q2 2021 | 16 |
Regent Peak Wealth Advisors LLC | 16 | 16 | 1.40% | 1.74% | 2.54% | Q4 2019 | Q3 2023 | 16 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 16 | 16 | 0.43% | 0.53% | 0.63% | Q4 2019 | Q3 2023 | 16 |
Intelligence Driven Advisers, LLC | 16 | 16 | 0.10% | 0.32% | 0.81% | Q4 2019 | Q3 2023 | 16 |
MADISON WEALTH MANAGEMENT | 16 | 16 | 0.45% | 0.63% | 0.68% | Q4 2019 | Q3 2023 | 16 |
DOHENY ASSET MANAGEMENT /CA | 11 | 5 | 0.25% | 0.47% | 0.67% | Q3 2019 | Q3 2023 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.35% | 0.44% | 0.54% | Q4 2017 | Q3 2021 | 16 |
SMH CAPITAL ADVISORS INC | 5 | 3 | 0.41% | 0.82% | 1.73% | Q4 2017 | Q3 2023 | 16 |
Slate Path Capital LP | 3 | 1 | 0.75% | 20.74% | 77.15% | Q2 2013 | Q2 2019 | 16 |
DOHJ, LLC | 16 | 16 | 0.18% | 0.50% | 2.86% | Q4 2019 | Q3 2023 | 16 |
SUMMIT WEALTH & RETIREMENT PLANNING, INC. | 9 | 7 | 0.13% | 0.98% | 2.62% | Q4 2018 | Q3 2023 | 16 |
Texas Capital Bank Wealth Management Services Inc | 16 | 16 | 1.84% | 2.19% | 3.02% | Q4 2019 | Q3 2023 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 2.92% | 4.44% | 7.12% | Q4 2019 | Q3 2023 | 16 |
PRINCIPAL FINANCIAL GROUP INC | 7 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 16 |
PAX Financial Group, LLC | 16 | 16 | 0.14% | 0.18% | 0.37% | Q4 2019 | Q3 2023 | 16 |
WEALTH ADVISORS, INC. | 16 | 16 | 0.48% | 0.79% | 1.11% | Q4 2019 | Q3 2023 | 16 |
Wade Financial Advisory, Inc | 16 | 16 | 0.24% | 0.27% | 0.36% | Q4 2019 | Q3 2023 | 16 |
SMITH HAYES Advisers, Inc | 12 | 12 | 0.02% | 1.09% | 2.25% | Q2 2013 | Q1 2016 | 16 |
MAGNOLIA CAPITAL ADVISORS LLC | 16 | 16 | 0.14% | 0.34% | 0.91% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 9.02% | 16.10% | 20.37% | Q4 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.04% | 0.48% | 1.11% | Q4 2019 | Q3 2023 | 16 |
GW&K Investment Management, LLC | 8 | 1 | 0.00% | 0.05% | 0.27% | Q4 2013 | Q3 2023 | 16 |
MENDON CAPITAL ADVISORS CORP | 16 | 16 | 0.85% | 4.44% | 9.01% | Q1 2016 | Q4 2019 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 1.36% | 1.64% | 1.91% | Q2 2013 | Q1 2017 | 16 |
Glovista Investments LLC | 7 | 1 | 0.13% | 0.85% | 2.48% | Q2 2013 | Q2 2022 | 16 |
NEW YORK STATE COMMON RETIREMENT FUND | 13 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2021 | 16 |
STEPH & CO | 16 | 16 | 2.15% | 2.51% | 2.90% | Q4 2019 | Q3 2023 | 16 |
WealthBridge Investment Counsel Inc. | 16 | 16 | 0.50% | 0.61% | 0.74% | Q4 2019 | Q3 2023 | 16 |
Delta Investment Management, LLC | 15 | 1 | 0.28% | 0.76% | 1.10% | Q4 2018 | Q3 2023 | 16 |
Alight Capital Management LP | 11 | 1 | 1.68% | 9.22% | 29.32% | Q4 2018 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.40% | 0.59% | 0.96% | Q4 2019 | Q3 2023 | 16 |
Elm Partners Management LLC | 14 | 2 | 0.03% | 0.09% | 0.15% | Q2 2019 | Q3 2023 | 16 |
Sculati Wealth Management, LLC | 16 | 16 | 0.82% | 0.89% | 1.14% | Q4 2019 | Q3 2023 | 16 |
BCS Wealth Management | 16 | 16 | 0.52% | 0.64% | 1.11% | Q4 2019 | Q3 2023 | 16 |
John W. Brooker & Co., CPAs | 16 | 16 | 1.57% | 2.17% | 2.68% | Q4 2019 | Q3 2023 | 16 |
TL Private Wealth | 16 | 16 | 2.97% | 3.59% | 4.59% | Q4 2019 | Q3 2023 | 16 |
Spruce Investment Advisors LLC | 16 | 16 | 1.52% | 3.91% | 11.44% | Q2 2013 | Q1 2017 | 16 |
Clarity Wealth Advisors, LLC | 16 | 16 | 0.23% | 5.70% | 8.03% | Q4 2019 | Q3 2023 | 16 |
AlphaCore Capital LLC | 16 | 16 | 0.49% | 1.07% | 1.52% | Q4 2019 | Q3 2023 | 16 |
HBC Financial Services, PLLC | 16 | 16 | 0.08% | 0.09% | 0.11% | Q4 2019 | Q3 2023 | 16 |
GATEWAY INVESTMENT ADVISERS LLC | 16 | 16 | 0.64% | 1.19% | 2.18% | Q2 2013 | Q1 2017 | 16 |
Edenbrook Capital, LLC | 16 | 16 | 6.75% | 15.81% | 30.12% | Q4 2019 | Q3 2023 | 16 |
Sowa Financial Group, Inc. | 16 | 16 | 4.98% | 7.46% | 9.89% | Q4 2019 | Q3 2023 | 16 |
Madrona Financial Services, LLC | 15 | 1 | 0.26% | 4.91% | 8.37% | Q3 2016 | Q3 2023 | 16 |
Bayview Asset Management, LLC | 16 | 16 | 5.88% | 16.52% | 34.79% | Q4 2019 | Q3 2023 | 16 |
Willingdon Wealth Management | 15 | 1 | 0.77% | 2.19% | 3.92% | Q4 2015 | Q1 2020 | 16 |
Optas, LLC | 16 | 16 | 2.75% | 3.63% | 4.24% | Q4 2019 | Q3 2023 | 16 |
NWK Group, Inc. | 16 | 16 | 1.16% | 1.67% | 2.26% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.90% | 2.37% | 4.12% | Q4 2019 | Q3 2023 | 16 |
J.W. COLE ADVISORS, INC. | 16 | 16 | 1.55% | 2.76% | 4.17% | Q4 2019 | Q3 2023 | 16 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 16 | 16 | 0.19% | 12.26% | 25.69% | Q4 2019 | Q3 2023 | 16 |
TBH Global Asset Management, LLC | 16 | 16 | 0.17% | 0.21% | 0.28% | Q4 2019 | Q3 2023 | 16 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 16 | 16 | 0.28% | 0.74% | 1.58% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.18% | 0.32% | 1.33% | Q4 2019 | Q3 2023 | 16 |
Carolina Wealth Advisors, LLC | 16 | 16 | 0.01% | 0.04% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Samalin Investment Counsel, LLC | 16 | 16 | 0.88% | 2.14% | 3.09% | Q4 2019 | Q3 2023 | 16 |
ESL Trust Services, LLC | 16 | 16 | 0.24% | 0.30% | 0.46% | Q4 2019 | Q3 2023 | 16 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Maltin Wealth Management, Inc. | 16 | 16 | 0.15% | 0.56% | 1.03% | Q4 2019 | Q3 2023 | 16 |
PETERSON WEALTH MANAGEMENT | 16 | 16 | 3.84% | 6.75% | 9.32% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 2.43% | 4.25% | 6.35% | Q4 2018 | Q3 2022 | 16 |
GHP Investment Advisors, Inc. | 16 | 16 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.23% | 0.37% | 0.96% | Q4 2019 | Q3 2023 | 16 |
Mine & Arao Wealth Creation & Management, LLC. | 16 | 16 | 13.75% | 14.78% | 16.34% | Q4 2019 | Q3 2023 | 16 |
CVA Family Office, LLC | 16 | 16 | 0.14% | 0.26% | 0.48% | Q4 2019 | Q3 2023 | 16 |
Brightworth | 10 | 3 | 0.03% | 0.06% | 0.13% | Q3 2017 | Q3 2022 | 16 |
Evergreen Advisors, LLC | 9 | 2 | 0.20% | 8.82% | 18.51% | Q4 2018 | Q3 2023 | 16 |
ANCHOR CAPITAL ADVISORS LLC | 5 | 1 | 0.01% | 1.01% | 6.77% | Q3 2013 | Q3 2023 | 16 |
GFG Capital, LLC | 16 | 16 | 0.08% | 0.43% | 1.32% | Q4 2019 | Q3 2023 | 16 |
Outlook Wealth Advisors, LLC | 12 | 4 | 0.10% | 0.68% | 5.40% | Q4 2018 | Q3 2023 | 16 |
SHAKESPEARE WEALTH MANAGEMENT, INC. | 14 | 2 | 0.12% | 0.29% | 0.58% | Q3 2019 | Q3 2023 | 16 |
Cabot-Wellington, LLC | 16 | 16 | 0.10% | 0.20% | 0.48% | Q2 2013 | Q1 2017 | 16 |
First Houston Capital, Inc. | 16 | 16 | 0.10% | 0.56% | 0.79% | Q3 2013 | Q2 2017 | 16 |
Hyperion Capital Advisors LP | 16 | 16 | 0.14% | 0.24% | 0.38% | Q4 2019 | Q3 2023 | 16 |
LETKO, BROSSEAU & ASSOCIATES INC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q3 2023 | 16 |
Madison Asset Management, LLC | 16 | 16 | 1.15% | 1.38% | 2.47% | Q4 2019 | Q3 2023 | 16 |
ADVISORY RESEARCH INC | 8 | 1 | 0.01% | 0.06% | 0.23% | Q4 2014 | Q3 2023 | 16 |
NuWave Investment Management, LLC | 6 | 1 | 0.01% | 2.39% | 29.29% | Q2 2013 | Q3 2020 | 16 |
Americana Partners, LLC | 16 | 16 | 0.82% | 1.40% | 1.92% | Q4 2019 | Q3 2023 | 16 |
9258 Wealth Management, LLC | 16 | 16 | 0.25% | 0.31% | 0.36% | Q4 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.18% | 0.29% | 0.64% | Q4 2019 | Q3 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.22% | 0.36% | 0.57% | Q4 2019 | Q3 2023 | 16 |
JACKSON SQUARE CAPITAL, LLC | 16 | 16 | 0.75% | 1.01% | 1.53% | Q4 2019 | Q3 2023 | 16 |
Continuum Advisory, LLC | 14 | 14 | 0.18% | 0.27% | 0.43% | Q2 2020 | Q3 2023 | 16 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.02% | 0.16% | Q4 2019 | Q3 2023 | 16 |
NINE MASTS CAPITAL Ltd | 4 | 1 | 0.01% | 3.05% | 24.56% | Q4 2014 | Q1 2022 | 16 |
Weatherstone Capital Management | 4 | 1 | 0.02% | 4.56% | 14.56% | Q2 2013 | Q4 2018 | 16 |
Meridian Wealth Partners, LLC | 16 | 16 | 0.07% | 0.11% | 0.25% | Q4 2019 | Q3 2023 | 16 |
EPIQ PARTNERS, LLC | 16 | 16 | 1.11% | 1.87% | 4.97% | Q4 2019 | Q3 2023 | 16 |
WASHBURN CAPITAL MANAGEMENT, INC. | 16 | 16 | 14.48% | 18.63% | 24.32% | Q4 2019 | Q3 2023 | 16 |
Cordant, Inc. | 16 | 16 | 5.73% | 6.80% | 8.55% | Q4 2019 | Q3 2023 | 16 |
Aurora Private Wealth, Inc. | 16 | 16 | 1.29% | 3.46% | 9.80% | Q4 2019 | Q3 2023 | 16 |
Beacon Financial Advisory LLC | 16 | 16 | 1.37% | 1.70% | 1.97% | Q4 2019 | Q3 2023 | 16 |
Powell Investment Advisors, LLC | 16 | 16 | 0.53% | 0.64% | 0.84% | Q4 2019 | Q3 2023 | 16 |
Steigerwald, Gordon & Koch Inc. | 12 | 4 | 0.05% | 0.15% | 0.20% | Q4 2018 | Q3 2023 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 3.93% | 5.65% | 11.82% | Q4 2019 | Q3 2023 | 16 |
PSI Advisors, LLC | 16 | 16 | 0.13% | 0.26% | 0.45% | Q4 2019 | Q3 2023 | 16 |
DERBY & COMPANY, INC | 16 | 16 | 0.40% | 0.56% | 0.76% | Q4 2017 | Q3 2021 | 16 |
Anfield Capital Management, LLC | 16 | 16 | 6.90% | 13.22% | 19.58% | Q4 2019 | Q3 2023 | 16 |
Sequent Asset Management, LLC | 16 | 16 | 0.13% | 1.41% | 3.99% | Q4 2019 | Q3 2023 | 16 |
Engrave Wealth Partners LLC | 16 | 16 | 0.20% | 1.60% | 10.64% | Q4 2019 | Q3 2023 | 16 |
Indie Asset Partners, LLC | 16 | 16 | 0.53% | 1.24% | 3.46% | Q4 2019 | Q3 2023 | 16 |
Dempze Nancy E | 14 | 1 | 0.27% | 0.67% | 1.03% | Q4 2015 | Q3 2022 | 16 |
Fernwood Investment Management, LLC | 15 | 1 | 0.21% | 0.34% | 0.87% | Q3 2019 | Q3 2023 | 16 |
Hummer Financial Advisory Services Inc | 16 | 16 | 12.52% | 13.83% | 14.60% | Q4 2019 | Q3 2023 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.04% | 0.07% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Diameter Capital Partners LP | 4 | 1 | 4.31% | 21.43% | 66.42% | Q4 2017 | Q2 2023 | 16 |
TCTC Holdings, LLC | 16 | 16 | 0.01% | 0.03% | 0.09% | Q4 2019 | Q3 2023 | 16 |
MARTIN & CO INC /TN/ | 15 | 1 | 0.09% | 0.76% | 2.19% | Q2 2015 | Q4 2022 | 16 |
Aufman Associates Inc | 16 | 16 | 0.54% | 0.63% | 0.78% | Q4 2019 | Q3 2023 | 16 |
Curtis Advisory Group, LLC | 16 | 16 | 15.82% | 24.75% | 34.87% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.97% | 2.10% | 3.32% | Q4 2019 | Q3 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 3.16% | 4.36% | 5.41% | Q4 2019 | Q3 2023 | 16 |
Disciplined Investments, LLC | 16 | 16 | 0.86% | 1.22% | 1.58% | Q4 2019 | Q3 2023 | 16 |
Wealth Alliance | 16 | 16 | 1.06% | 2.14% | 6.44% | Q4 2019 | Q3 2023 | 16 |
SeaBridge Investment Advisors LLC | 9 | 7 | 0.01% | 0.36% | 0.71% | Q2 2013 | Q3 2023 | 16 |
Asset Allocation & Management Company, LLC | 16 | 16 | 0.82% | 1.63% | 3.09% | Q4 2019 | Q3 2023 | 16 |
Oldfather Financial Services, LLC | 16 | 16 | 5.90% | 6.87% | 9.25% | Q4 2019 | Q3 2023 | 16 |
PLIMOTH TRUST CO LLC | 9 | 7 | 0.06% | 0.09% | 0.16% | Q4 2017 | Q4 2021 | 16 |
Perennial Investment Advisors, LLC | 16 | 16 | 0.48% | 1.11% | 2.18% | Q4 2019 | Q3 2023 | 16 |
ROVIN CAPITAL /UT/ /ADV | 16 | 16 | 1.06% | 1.92% | 3.07% | Q4 2019 | Q3 2023 | 16 |
SENTINEL PENSION ADVISORS INC | 16 | 16 | 0.14% | 1.97% | 9.98% | Q4 2019 | Q3 2023 | 16 |
Gleason Group, Inc. | 16 | 16 | 0.04% | 0.13% | 0.21% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.66% | 1.03% | 1.57% | Q4 2019 | Q3 2023 | 16 |
Berkshire Hathaway | 16 | 16 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
ROWLANDMILLER & PARTNERS.ADV | 16 | 16 | 0.05% | 0.07% | 0.09% | Q1 2020 | Q4 2023 | 16 |
LifeSteps Financial, Inc. | 16 | 16 | 12.68% | 14.22% | 15.82% | Q4 2019 | Q3 2023 | 16 |
Your Advocates Ltd., LLP | 16 | 16 | 0.45% | 0.53% | 0.62% | Q4 2019 | Q3 2023 | 16 |
Holloway Wealth Management, LLC | 15 | 1 | 0.04% | 0.05% | 0.05% | Q4 2017 | Q1 2022 | 16 |
RONALD BLUE & CO LLC | 13 | 3 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q2 2017 | 16 |
Monterey Private Wealth, Inc. | 16 | 16 | 0.29% | 0.39% | 0.60% | Q4 2019 | Q3 2023 | 16 |
GREENWOOD CAPITAL ASSOCIATES LLC | 14 | 1 | 0.04% | 0.09% | 0.37% | Q4 2018 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.28% | 0.34% | 0.50% | Q4 2019 | Q3 2023 | 16 |
MDE Group | 8 | 8 | 0.64% | 29.26% | 69.27% | Q2 2013 | Q1 2015 | 16 |
Consolidated Planning Corp | 16 | 16 | 0.45% | 1.04% | 1.99% | Q4 2019 | Q3 2023 | 16 |
KFA Private Wealth Group, LLC | 16 | 16 | 0.79% | 0.95% | 1.26% | Q4 2019 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 1.94% | 2.22% | 2.87% | Q4 2019 | Q3 2023 | 16 |
Berman Capital Advisors, LLC | 16 | 16 | 0.92% | 2.31% | 4.19% | Q4 2017 | Q3 2021 | 16 |
CAROLINAS WEALTH CONSULTING LLC | 16 | 16 | 1.83% | 2.61% | 4.00% | Q4 2019 | Q3 2023 | 16 |
NovaPoint Capital, LLC | 16 | 16 | 0.15% | 0.33% | 0.76% | Q4 2019 | Q3 2023 | 16 |
Fore Research & Management, LP | 9 | 1 | 8.01% | 24.17% | 49.61% | Q2 2013 | Q1 2017 | 16 |
OKABENA INVESTMENT SERVICES INC | 16 | 16 | 0.05% | 3.27% | 6.36% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.57% | 0.87% | 1.20% | Q4 2019 | Q3 2023 | 16 |
Aft, Forsyth & Sober, LLC | 16 | 16 | 3.45% | 7.29% | 9.31% | Q4 2019 | Q3 2023 | 16 |
Ameraudi Asset Management, Inc. | 16 | 16 | 2.15% | 3.02% | 5.36% | Q4 2019 | Q3 2023 | 16 |
Teramo Advisors, LLC | 8 | 8 | 0.16% | 29.97% | 51.66% | Q4 2021 | Q3 2023 | 16 |
PT ASSET MANAGEMENT, LLC | 5 | 1 | 0.26% | 20.77% | 70.45% | Q3 2015 | Q3 2018 | 16 |
MAGNOLIA CAPITAL MANAGEMENT LTD | 16 | 16 | 14.53% | 16.27% | 18.81% | Q4 2019 | Q3 2023 | 16 |
Cooper Financial Group | 15 | 15 | 0.00% | 0.81% | 4.58% | Q1 2020 | Q3 2023 | 16 |
TFO Wealth Partners, LLC | 16 | 16 | 0.00% | 1.57% | 2.91% | Q4 2019 | Q3 2023 | 16 |
Great Point Wealth Advisors, LLC | 16 | 16 | 0.19% | 0.36% | 0.71% | Q4 2018 | Q3 2022 | 16 |
Belmont Capital, LLC | 16 | 16 | 3.97% | 9.45% | 14.14% | Q4 2019 | Q3 2023 | 16 |
Secure Asset Management, LLC | 16 | 16 | 0.13% | 0.30% | 1.37% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 2.40% | 3.21% | 3.81% | Q4 2019 | Q3 2023 | 16 |
Campbell Wealth Management | 16 | 16 | 0.14% | 0.15% | 0.22% | Q4 2019 | Q3 2023 | 16 |
Vision Capital Management, Inc. | 15 | 1 | 0.05% | 0.06% | 0.09% | Q4 2018 | Q2 2023 | 16 |
Blueshift Asset Management, LLC | 7 | 4 | 0.05% | 3.37% | 8.57% | Q4 2018 | Q3 2023 | 16 |
CFM WEALTH PARTNERS LLC | 16 | 16 | 0.46% | 0.77% | 1.13% | Q4 2019 | Q3 2023 | 16 |
Comprehensive Financial Management LLC | 16 | 16 | 0.12% | 0.22% | 0.37% | Q4 2019 | Q3 2023 | 16 |
ADVENT CAPITAL MANAGEMENT /DE/ | 6 | 6 | 0.00% | 0.41% | 1.36% | Q4 2014 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.67% | 2.13% | 3.59% | Q4 2019 | Q3 2023 | 16 |
NEW YORK LIFE TRUST CO | 16 | 16 | 0.49% | 2.51% | 18.70% | Q2 2013 | Q1 2017 | 16 |
Pavion Blue Capital, LLC | 15 | 15 | 0.78% | 1.22% | 2.06% | Q1 2020 | Q3 2023 | 16 |
Venture Visionary Partners LLC | 16 | 16 | 3.24% | 5.00% | 9.71% | Q4 2019 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.41% | 0.53% | 0.70% | Q4 2019 | Q3 2023 | 16 |
Quantbot Technologies LP | 4 | 1 | 0.06% | 0.62% | 3.32% | Q2 2013 | Q3 2023 | 16 |
Bay Rivers Group | 16 | 16 | 3.06% | 3.39% | 4.53% | Q4 2019 | Q3 2023 | 16 |
EAGLE ASSET MANAGEMENT INC | 3 | 1 | 0.00% | 0.03% | 0.11% | Q4 2014 | Q3 2023 | 16 |
Single Point Partners, LLC | 16 | 16 | 0.89% | 2.31% | 11.01% | Q4 2019 | Q3 2023 | 16 |
LWS Wealth Advisors, Inc. | 16 | 16 | 0.41% | 0.72% | 1.19% | Q4 2019 | Q3 2023 | 16 |
PFG Private Wealth Management, LLC | 16 | 16 | 0.35% | 0.43% | 0.57% | Q4 2019 | Q3 2023 | 16 |
Core Wealth Advisors, Inc. | 16 | 16 | 0.43% | 0.71% | 0.98% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 1.83% | 3.48% | 5.09% | Q4 2019 | Q3 2023 | 16 |
Simplify Asset Management Inc. | 10 | 10 | 1.43% | 17.81% | 64.81% | Q2 2021 | Q3 2023 | 16 |
North Fourth Asset Management, LP | 7 | 1 | 0.13% | 12.70% | 36.76% | Q1 2018 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.05% | 0.18% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Bank of Marin | 16 | 16 | 1.06% | 1.24% | 1.46% | Q4 2019 | Q3 2023 | 16 |
SWISS RE LTD | 15 | 1 | 9.77% | 33.90% | 56.12% | Q3 2014 | Q1 2020 | 16 |
Wagner Wealth Management, LLC | 12 | 4 | 0.19% | 0.87% | 1.50% | Q4 2017 | Q3 2023 | 16 |
Sage Mountain Advisors LLC | 7 | 4 | 0.13% | 0.45% | 0.78% | Q4 2020 | Q3 2023 | 16 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 7 | 2 | 0.00% | 1.60% | 9.23% | Q2 2013 | Q4 2019 | 16 |
Independent Family Office, LLC | 16 | 16 | 3.43% | 36.83% | 56.38% | Q4 2019 | Q3 2023 | 16 |
Great Diamond Partners, LLC | 16 | 16 | 0.18% | 1.10% | 3.17% | Q4 2019 | Q3 2023 | 16 |
CUE ADVISORY SERVICES, INC. | 16 | 16 | 0.54% | 1.57% | 2.65% | Q4 2014 | Q3 2018 | 16 |
BEAM WEALTH ADVISORS, INC. | 16 | 16 | 0.68% | 1.81% | 3.08% | Q4 2019 | Q3 2023 | 16 |
BLUESTEM FINANCIAL ADVISORS, LLC | 16 | 16 | 0.24% | 0.32% | 0.40% | Q4 2019 | Q3 2023 | 16 |
Altus Wealth Management, LLC | 15 | 15 | 0.44% | 0.64% | 1.18% | Q1 2020 | Q3 2023 | 15 |
Guild Investment Management, Inc. | 6 | 1 | 0.40% | 10.48% | 32.88% | Q4 2012 | Q4 2019 | 15 |
SECOR Capital Advisors, LP | 7 | 4 | 0.18% | 8.98% | 25.76% | Q1 2016 | Q1 2019 | 15 |
MALTESE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.06% | 1.77% | 7.04% | Q2 2013 | Q3 2022 | 15 |
Braver Wealth Management, LLC | 15 | 15 | 3.76% | 7.22% | 12.35% | Q2 2013 | Q4 2016 | 15 |
Lombard Odier Asset Management (Switzerland) SA | 15 | 15 | 0.24% | 0.69% | 1.33% | Q1 2018 | Q3 2021 | 15 |
Platform Technology Partners | 10 | 5 | 1.28% | 4.03% | 6.78% | Q4 2019 | Q3 2023 | 15 |
Virtus Fund Advisers, LLC | 15 | 15 | 0.01% | 0.02% | 0.04% | Q2 2014 | Q4 2017 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.86% | 2.49% | 3.76% | Q2 2013 | Q4 2016 | 15 |
Coordinating Investment Fiduciary of Raytheon Master Pension Trust | 6 | 2 | 1.98% | 37.24% | 84.33% | Q3 2014 | Q1 2019 | 15 |
Graypoint LLC | 15 | 15 | 3.74% | 4.90% | 6.46% | Q1 2020 | Q3 2023 | 15 |
Burleson & Company, LLC | 13 | 2 | 0.06% | 1.92% | 6.39% | Q1 2018 | Q4 2022 | 15 |
TAIYO LIFE INSURANCE CO | 15 | 15 | 10.05% | 23.65% | 29.12% | Q1 2020 | Q3 2023 | 15 |
Family Firm, Inc. | 11 | 4 | 0.12% | 0.15% | 0.17% | Q4 2019 | Q3 2023 | 15 |
Elwood & Goetz Wealth Advisory Group, LLC | 15 | 15 | 0.20% | 0.24% | 0.32% | Q1 2020 | Q3 2023 | 15 |
Parasol Investment Management, LLC | 15 | 15 | 7.64% | 10.64% | 20.61% | Q3 2013 | Q1 2017 | 15 |
Avion Wealth | 15 | 15 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 15 |
TCW GROUP INC | 10 | 1 | 0.04% | 0.40% | 0.66% | Q4 2016 | Q3 2023 | 15 |
Triton Wealth Management, PLLC | 15 | 15 | 0.72% | 1.57% | 2.95% | Q1 2020 | Q3 2023 | 15 |
LOEWS CORP | 13 | 1 | 0.02% | 0.25% | 0.82% | Q3 2015 | Q4 2022 | 15 |
Fiduciary Group LLC | 14 | 1 | 0.00% | 0.20% | 0.34% | Q4 2016 | Q3 2023 | 15 |
Platte River Wealth Advisors, LLC | 14 | 1 | 0.22% | 0.23% | 0.24% | Q4 2019 | Q3 2023 | 15 |
ROSENBLUM SILVERMAN SUTTON S F INC /CA | 15 | 15 | 0.19% | 0.23% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Soundwatch Capital LLC | 9 | 6 | 0.24% | 31.36% | 80.71% | Q4 2019 | Q3 2023 | 15 |
Banco de Sabadell, S.A | 15 | 15 | 0.28% | 2.82% | 9.48% | Q4 2017 | Q2 2021 | 15 |
Daniel Devine & Co | 15 | 15 | 17.19% | 20.69% | 24.04% | Q4 2014 | Q2 2018 | 15 |
Xact Kapitalforvaltning AB | 15 | 15 | 0.01% | 0.20% | 0.34% | Q3 2016 | Q1 2020 | 15 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.33% | 1.28% | 2.33% | Q3 2019 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.04% | 0.09% | 0.20% | Q1 2020 | Q3 2023 | 15 |
Cedar Mountain Advisors, LLC | 15 | 15 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.84% | 0.99% | 1.33% | Q1 2020 | Q3 2023 | 15 |
Arden Trust Co | 8 | 7 | 0.07% | 0.34% | 2.65% | Q2 2019 | Q4 2023 | 15 |
BlackRock Japan Co. Ltd | 15 | 15 | 0.05% | 0.46% | 0.65% | Q2 2013 | Q4 2016 | 15 |
Perpetual Ltd | 13 | 2 | 0.06% | 3.53% | 7.83% | Q1 2013 | Q2 2017 | 15 |
NORTHSTAR WEALTH PARTNERS LLC | 15 | 15 | 1.73% | 3.53% | 6.63% | Q1 2017 | Q3 2020 | 15 |
Compass Ion Advisors, LLC | 14 | 1 | 0.39% | 1.02% | 4.00% | Q4 2019 | Q3 2023 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.67% | 1.28% | 1.59% | Q1 2020 | Q3 2023 | 15 |
WEBSTERROGERS FINANCIAL ADVISORS, LLC | 12 | 12 | 0.02% | 0.39% | 1.02% | Q4 2020 | Q3 2023 | 15 |
Cornerstone Management, Inc. | 15 | 15 | 0.10% | 1.36% | 4.40% | Q1 2020 | Q3 2023 | 15 |
CAPITAL INSIGHT PARTNERS, LLC | 12 | 3 | 0.14% | 0.79% | 1.14% | Q4 2019 | Q3 2023 | 15 |
BANK OF STOCKTON | 15 | 15 | 0.10% | 0.18% | 0.29% | Q1 2020 | Q3 2023 | 15 |
MATHER GROUP, LLC. | 15 | 15 | 0.02% | 0.11% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Columbia Trust Co 01012016 | 12 | 3 | 0.22% | 0.32% | 0.60% | Q4 2019 | Q3 2023 | 15 |
BHK Investment Advisors, LLC | 15 | 15 | 0.13% | 0.46% | 1.06% | Q1 2020 | Q3 2023 | 15 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 15 | 15 | 0.14% | 0.17% | 0.27% | Q2 2020 | Q4 2023 | 15 |
Zions Bancorporation | 15 | 15 | 0.05% | 0.40% | 1.48% | Q1 2015 | Q3 2018 | 15 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 15 | 15 | 0.05% | 0.20% | 0.58% | Q4 2018 | Q2 2022 | 15 |
TCG Advisory Services, LLC | 8 | 3 | 0.02% | 0.68% | 1.52% | Q4 2020 | Q3 2023 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 5.80% | 7.49% | 9.29% | Q2 2013 | Q4 2016 | 15 |
WP Advisors, LLC | 9 | 1 | 0.09% | 0.42% | 1.46% | Q2 2018 | Q3 2023 | 15 |
GeoSphere Capital Management, LLC | 3 | 1 | 2.66% | 21.60% | 67.38% | Q3 2013 | Q3 2023 | 15 |
HARTFORD INVESTMENT MANAGEMENT CO | 13 | 1 | 0.00% | 1.82% | 9.74% | Q1 2015 | Q3 2020 | 15 |
Aft, Forsyth & Sober, LLC | 15 | 15 | 1.02% | 12.12% | 17.84% | Q2 2013 | Q4 2016 | 15 |
Mattern Wealth Management LLC | 14 | 1 | 0.12% | 0.18% | 0.53% | Q4 2019 | Q3 2023 | 15 |
IBEX WEALTH ADVISORS | 7 | 1 | 0.11% | 0.83% | 1.59% | Q3 2016 | Q4 2022 | 15 |
DAVIDSON INVESTMENT ADVISORS | 12 | 1 | 0.02% | 0.06% | 0.30% | Q1 2016 | Q3 2023 | 15 |
SHINE INVESTMENT ADVISORY SERVICES INC | 15 | 15 | 0.29% | 0.34% | 0.40% | Q1 2017 | Q3 2020 | 15 |
INVESTMENT ADVISORY SERVICES INC /TX /ADV | 10 | 5 | 0.62% | 0.88% | 1.26% | Q4 2019 | Q3 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.17% | 1.72% | 5.59% | Q4 2019 | Q3 2023 | 15 |
Vestmark Advisory Solutions, Inc. | 11 | 1 | 0.01% | 0.07% | 0.28% | Q1 2019 | Q2 2023 | 15 |
Tiller Private Wealth, Inc. | 15 | 15 | 0.24% | 9.80% | 13.79% | Q1 2020 | Q3 2023 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2020 | 15 |
Bain Capital Public Equity Management II, LLC | 5 | 2 | 0.01% | 1.74% | 5.60% | Q2 2019 | Q2 2023 | 15 |
Atom Investors LP | 7 | 1 | 0.18% | 3.87% | 17.27% | Q1 2020 | Q3 2023 | 15 |
FSA Wealth Management LLC | 10 | 5 | 0.12% | 0.25% | 0.31% | Q4 2019 | Q3 2023 | 15 |
RMR Wealth Builders | 14 | 1 | 0.74% | 1.30% | 1.74% | Q4 2019 | Q3 2023 | 15 |
RAMSEY QUANTITATIVE SYSTEMS | 14 | 1 | 27.73% | 86.23% | 100.00% | Q4 2019 | Q3 2023 | 15 |
Sather Financial Group Inc | 15 | 15 | 0.06% | 0.08% | 0.10% | Q1 2020 | Q3 2023 | 15 |
American Financial Advisors, LLC | 14 | 1 | 0.04% | 0.11% | 0.22% | Q1 2019 | Q3 2023 | 15 |
Highlander Capital Management, LLC | 15 | 15 | 0.06% | 0.10% | 0.17% | Q1 2020 | Q3 2023 | 15 |
Carl P. Sherr & Co., LLC | 8 | 7 | 0.37% | 0.55% | 0.59% | Q4 2019 | Q3 2023 | 15 |
BT Wealth Management LLC | 15 | 15 | 1.77% | 4.95% | 11.24% | Q4 2018 | Q2 2022 | 15 |
PACES FERRY WEALTH ADVISORS, LLC | 13 | 13 | 0.01% | 1.58% | 2.05% | Q3 2020 | Q3 2023 | 15 |
Maven Securities LTD | 8 | 5 | 0.02% | 1.78% | 10.36% | Q1 2020 | Q3 2023 | 15 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.01% | 0.90% | 2.56% | Q4 2021 | Q3 2023 | 15 |
Nichols Asset Management LLC | 15 | 15 | 0.35% | 1.34% | 5.22% | Q2 2013 | Q4 2016 | 15 |
WESCAP Management Group, Inc. | 15 | 15 | 0.47% | 0.78% | 1.01% | Q1 2020 | Q3 2023 | 15 |
TOMS Capital Investment Management LP | 5 | 4 | 11.22% | 28.53% | 48.23% | Q4 2018 | Q3 2023 | 15 |
Tahithromos, L.L.C. | 10 | 1 | 0.05% | 1.58% | 11.08% | Q3 2013 | Q1 2018 | 15 |
AFFINIA FINANCIAL GROUP, LLC | 15 | 15 | 13.48% | 23.99% | 32.67% | Q4 2019 | Q2 2023 | 15 |
Petrus Trust Company, LTA | 15 | 15 | 0.22% | 6.18% | 14.14% | Q1 2020 | Q3 2023 | 15 |
Epstein & White Financial LLC | 15 | 15 | 0.17% | 0.42% | 0.89% | Q4 2017 | Q2 2021 | 15 |
HHM Wealth Advisors, LLC | 15 | 15 | 0.03% | 0.06% | 0.08% | Q1 2020 | Q3 2023 | 15 |
Rainier Group Investment Advisory LLC | 13 | 2 | 0.15% | 0.19% | 0.22% | Q4 2016 | Q3 2020 | 15 |
SANTA BARBARA ASSET MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.11% | 0.66% | Q2 2013 | Q1 2019 | 15 |
BKS ADVISORS, LLC | 14 | 14 | 0.00% | 0.36% | 0.52% | Q4 2015 | Q1 2019 | 15 |
Sturgeon Ventures LLP | 7 | 2 | 1.51% | 3.05% | 9.65% | Q2 2019 | Q3 2023 | 15 |
Integre Asset Management, LLC | 13 | 1 | 0.20% | 1.10% | 1.77% | Q4 2014 | Q4 2019 | 15 |
Terra Nova Asset Management LLC | 12 | 3 | 0.34% | 0.49% | 0.89% | Q2 2018 | Q3 2023 | 15 |
KEELEY ASSET MANAGEMENT CORP | 15 | 15 | 0.04% | 0.27% | 1.47% | Q2 2013 | Q4 2016 | 15 |
VisionPoint Advisory Group, LLC | 7 | 2 | 0.12% | 8.07% | 32.92% | Q4 2018 | Q3 2023 | 15 |
Jaffetilchin Investment Partners, LLC | 14 | 1 | 0.05% | 0.17% | 0.43% | Q2 2016 | Q3 2023 | 15 |
Wellspring Financial Advisors, LLC | 15 | 15 | 4.44% | 5.13% | 5.60% | Q1 2020 | Q3 2023 | 15 |
Souders Financial Advisors | 15 | 15 | 0.12% | 0.18% | 0.52% | Q1 2020 | Q3 2023 | 15 |
Aprio Wealth Management, LLC | 10 | 5 | 4.78% | 8.25% | 14.07% | Q4 2019 | Q3 2023 | 15 |
N.E.W. Advisory Services LLC | 14 | 1 | 0.06% | 0.11% | 0.14% | Q4 2019 | Q3 2023 | 15 |
HANTZ FINANCIAL SERVICES, INC. | 15 | 15 | 9.29% | 10.02% | 10.59% | Q1 2020 | Q3 2023 | 15 |
Employees Retirement System of Texas | 14 | 1 | 0.01% | 0.29% | 1.23% | Q3 2015 | Q2 2019 | 15 |
Emerson Wealth, LLC | 15 | 15 | 2.68% | 3.00% | 3.51% | Q4 2018 | Q2 2022 | 15 |
Moser Wealth Advisors, LLC | 13 | 2 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 15 |
CENTRAL BANK OF BRAZIL | 15 | 15 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 2.84% | 4.12% | 5.33% | Q1 2020 | Q3 2023 | 15 |
Clarkston Capital Partners, LLC | 15 | 15 | 0.01% | 0.03% | 0.05% | Q1 2020 | Q3 2023 | 15 |
HGI Capital Management, LLC | 6 | 1 | 0.42% | 7.16% | 12.80% | Q3 2017 | Q1 2023 | 15 |
Stevard, LLC | 10 | 5 | 2.49% | 7.55% | 30.00% | Q4 2019 | Q3 2023 | 15 |
R. W. Roge & Company, Inc. | 14 | 1 | 0.18% | 0.21% | 0.26% | Q4 2019 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.55% | 1.33% | 4.82% | Q1 2020 | Q3 2023 | 15 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 7 | 1 | 0.02% | 2.37% | 8.27% | Q4 2014 | Q3 2023 | 15 |
DIALECTIC CAPITAL MANAGEMENT, LP | 8 | 1 | 0.39% | 6.49% | 27.66% | Q1 2014 | Q2 2016 | 15 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.17% | 0.21% | Q3 2020 | Q3 2023 | 15 |
Ziegler Capital Management, LLC | 15 | 15 | 0.08% | 0.61% | 1.92% | Q1 2020 | Q3 2023 | 15 |
Boltwood Capital Management | 15 | 15 | 0.11% | 0.16% | 0.20% | Q3 2018 | Q1 2022 | 15 |
Moneda S.A. Administradora General de Fondos | 15 | 15 | 0.38% | 2.01% | 7.02% | Q1 2020 | Q3 2023 | 15 |
Advisors Preferred, LLC | 9 | 2 | 0.00% | 0.81% | 11.63% | Q3 2019 | Q3 2023 | 15 |
Delphi Private Advisors LLC | 15 | 15 | 0.74% | 1.31% | 2.09% | Q4 2015 | Q2 2019 | 15 |
KANALY TRUST CO | 15 | 15 | 0.14% | 0.29% | 0.52% | Q2 2013 | Q4 2016 | 15 |
Apella Capital, LLC | 12 | 3 | 0.22% | 0.46% | 1.18% | Q1 2020 | Q4 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 1.16% | 1.53% | 2.29% | Q2 2016 | Q4 2019 | 15 |
BOURGEON CAPITAL MANAGEMENT LLC | 15 | 15 | 0.03% | 0.19% | 0.27% | Q1 2020 | Q3 2023 | 15 |
Rafferty Asset Management, LLC | 15 | 15 | 0.34% | 3.60% | 12.43% | Q2 2013 | Q4 2016 | 15 |
CHICKASAW CAPITAL MANAGEMENT LLC | 15 | 15 | 0.04% | 0.05% | 0.06% | Q1 2020 | Q3 2023 | 15 |
Silicon Hills Wealth Management, LLC | 15 | 15 | 0.54% | 3.10% | 6.07% | Q4 2019 | Q2 2023 | 15 |
Spotlight Asset Group, Inc. | 8 | 1 | 0.00% | 1.27% | 2.04% | Q4 2019 | Q3 2023 | 14 |
Stockman Wealth Management, Inc. | 10 | 1 | 0.05% | 0.14% | 0.39% | Q3 2016 | Q3 2023 | 14 |
Blue Zone Wealth Advisors, LLC | 8 | 5 | 0.04% | 0.20% | 0.38% | Q4 2019 | Q3 2023 | 14 |
Capital International Investors | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 6 | 3 | 0.02% | 0.83% | 4.26% | Q2 2013 | Q3 2023 | 14 |
KCL Capital, L.P. | 5 | 1 | 0.22% | 29.23% | 69.18% | Q4 2018 | Q1 2023 | 14 |
CBIZ Investment Advisory Services, LLC | 11 | 3 | 0.02% | 0.35% | 2.37% | Q4 2019 | Q3 2023 | 14 |
Ipswich Investment Management Co., Inc. | 12 | 1 | 0.05% | 0.13% | 0.17% | Q1 2016 | Q3 2023 | 14 |
Northwest Bancshares, Inc. | 14 | 14 | 0.61% | 1.05% | 2.82% | Q2 2020 | Q3 2023 | 14 |
AVIVA PLC | 14 | 14 | 0.21% | 0.32% | 0.41% | Q2 2013 | Q3 2016 | 14 |
KORNITZER CAPITAL MANAGEMENT INC /KS | 7 | 1 | 0.01% | 0.02% | 0.04% | Q2 2016 | Q3 2023 | 14 |
Folger Hill Asset Management LP | 8 | 1 | 0.08% | 4.43% | 28.32% | Q4 2015 | Q1 2018 | 14 |
Westchester Capital Management, Inc. | 14 | 14 | 0.61% | 1.28% | 1.50% | Q4 2013 | Q1 2017 | 14 |
Teamwork Financial Advisors, LLC | 14 | 14 | 0.20% | 0.41% | 0.65% | Q2 2020 | Q3 2023 | 14 |
Blue Harbour Group | 8 | 1 | 0.55% | 2.03% | 3.78% | Q2 2014 | Q3 2018 | 14 |
OFI Advisors LLC | 8 | 2 | 0.00% | 0.06% | 0.32% | Q3 2011 | Q3 2015 | 14 |
Strategic Wealth Investment Group, LLC | 14 | 14 | 3.76% | 4.86% | 5.79% | Q2 2020 | Q3 2023 | 14 |
BOARDMAN BAY CAPITAL MANAGEMENT LLC | 3 | 1 | 1.87% | 7.17% | 19.21% | Q2 2015 | Q2 2020 | 14 |
Napier Park Global Capital (US) LP | 5 | 1 | 0.02% | 11.36% | 54.93% | Q1 2014 | Q1 2022 | 14 |
Sunflower Bank, N.A. | 14 | 14 | 0.10% | 6.92% | 14.05% | Q2 2020 | Q3 2023 | 14 |
AGF INVESTMENTS INC. | 14 | 14 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2019 | 14 |
Parcion Private Wealth LLC | 13 | 1 | 0.02% | 0.13% | 0.44% | Q4 2019 | Q3 2023 | 14 |
EXCHANGE TRADED CONCEPTS, LLC | 12 | 2 | 0.00% | 1.52% | 8.59% | Q4 2019 | Q2 2023 | 14 |
Warberg Asset Management LLC | 8 | 1 | 0.35% | 16.99% | 74.88% | Q4 2020 | Q3 2023 | 14 |
Wealth Advisory Solutions, LLC | 8 | 6 | 0.30% | 6.37% | 8.44% | Q4 2019 | Q2 2023 | 14 |
ATLANTA CAPITAL MANAGEMENT CO L L C | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q2 2022 | 14 |
Briaud Financial Planning, Inc | 13 | 1 | 0.21% | 0.42% | 0.65% | Q4 2019 | Q3 2023 | 14 |
Appaloosa Management | 11 | 11 | 0.08% | 8.18% | 26.38% | Q2 2013 | Q4 2015 | 14 |
Gerstein Fisher | 14 | 14 | 0.04% | 0.11% | 0.30% | Q2 2013 | Q3 2016 | 14 |
Benefit Street Partners LLC | 3 | 2 | 0.02% | 39.35% | 82.42% | Q4 2016 | Q2 2022 | 14 |
SPHINX TRADING, LP | 9 | 1 | 0.01% | 3.15% | 24.08% | Q4 2014 | Q4 2021 | 14 |
Probity Advisors, Inc. | 8 | 2 | 0.09% | 0.17% | 0.27% | Q4 2019 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.65% | 1.54% | 2.29% | Q3 2020 | Q4 2023 | 14 |
FundX Investment Group, LLC | 7 | 1 | 0.32% | 10.94% | 34.74% | Q2 2013 | Q4 2019 | 14 |
Mizuho Bank, Ltd. | 3 | 1 | 2.03% | 9.69% | 42.31% | Q3 2013 | Q4 2020 | 14 |
RED CEDAR INVESTMENT MANAGEMENT, LLC | 9 | 5 | 0.13% | 1.60% | 7.56% | Q1 2020 | Q3 2023 | 14 |
Svenska Handelsbanken AB (publ) | 12 | 1 | 0.28% | 53.61% | 86.62% | Q1 2017 | Q2 2023 | 14 |
55I, LLC | 11 | 11 | 0.00% | 0.31% | 0.70% | Q1 2020 | Q3 2022 | 14 |
British Airways Pensions Investment Management Ltd | 14 | 14 | 2.09% | 5.75% | 20.47% | Q4 2017 | Q1 2021 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.94% | 1.20% | 1.51% | Q4 2013 | Q1 2017 | 14 |
Ensign Peak Advisors, Inc | 14 | 14 | 0.00% | 0.18% | 0.53% | Q4 2019 | Q1 2023 | 14 |
DeepCurrents Investment Group LLC | 7 | 1 | 0.26% | 1.56% | 8.97% | Q3 2020 | Q3 2023 | 14 |
Anandar Capital Management LP | 7 | 7 | 0.34% | 14.88% | 40.01% | Q4 2014 | Q2 2016 | 14 |
CAHILL FINANCIAL ADVISORS INC | 12 | 2 | 0.10% | 0.30% | 0.79% | Q1 2018 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.04% | 0.13% | 0.27% | Q2 2013 | Q3 2016 | 14 |
Red Door Wealth Management, LLC | 11 | 3 | 0.11% | 0.28% | 0.52% | Q4 2019 | Q3 2023 | 14 |
Altman Advisors, Inc. | 10 | 1 | 0.21% | 1.02% | 3.60% | Q4 2017 | Q4 2022 | 14 |
Eversept Partners, LP | 4 | 1 | 2.98% | 8.44% | 14.38% | Q4 2017 | Q3 2023 | 14 |
Amida Capital Management II, LLC | 6 | 6 | 0.09% | 5.79% | 20.94% | Q1 2013 | Q2 2014 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.14% | 0.22% | 0.51% | Q2 2020 | Q3 2023 | 14 |
Atlas Private Wealth Advisors | 14 | 14 | 1.76% | 5.67% | 7.42% | Q2 2020 | Q3 2023 | 14 |
ACIMA PRIVATE WEALTH, LLC | 14 | 14 | 0.19% | 0.21% | 0.24% | Q4 2018 | Q1 2022 | 14 |
Provident Wealth Management, LLC | 14 | 14 | 0.12% | 0.37% | 2.49% | Q2 2020 | Q3 2023 | 14 |
GoodHaven Capital Management | 5 | 1 | 0.06% | 0.24% | 0.44% | Q4 2014 | Q2 2021 | 14 |
MASON STREET ADVISORS, LLC | 14 | 14 | 0.23% | 2.18% | 6.64% | Q2 2013 | Q3 2016 | 14 |
Birch Grove Capital LP | 6 | 1 | 0.00% | 0.35% | 1.31% | Q4 2018 | Q3 2023 | 14 |
Mayfair Advisory Group, LLC | 14 | 14 | 0.27% | 0.44% | 0.68% | Q2 2020 | Q3 2023 | 14 |
Capital Research Global Investors | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
Berger Financial Group, Inc | 12 | 12 | 0.05% | 0.40% | 0.62% | Q4 2020 | Q3 2023 | 14 |
ETF Portfolio Partners, Inc. | 14 | 14 | 0.12% | 0.25% | 0.35% | Q2 2020 | Q3 2023 | 14 |
TRAN CAPITAL MANAGEMENT, L.P. | 6 | 1 | 0.01% | 0.16% | 0.61% | Q3 2013 | Q3 2023 | 14 |
Russell Investments Group, Ltd. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q3 2023 | 14 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.08% | 1.55% | 2.98% | Q4 2020 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.03% | 0.15% | 1.20% | Q1 2018 | Q2 2021 | 14 |
Parametric Risk Advisors LLC | 14 | 14 | 0.56% | 1.62% | 3.35% | Q2 2013 | Q3 2016 | 14 |
Wealth Quarterback LLC | 6 | 1 | 0.39% | 0.56% | 0.85% | Q1 1987 | Q3 2023 | 14 |
Capital World Investors | 13 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 14 |
AF Advisors, Inc. | 6 | 3 | 0.09% | 0.19% | 0.29% | Q4 2019 | Q3 2023 | 14 |
Founders Financial Alliance, LLC | 13 | 13 | 0.04% | 1.79% | 2.25% | Q3 2020 | Q3 2023 | 14 |
Archon Capital Management LLC | 14 | 14 | 3.67% | 14.22% | 28.25% | Q2 2020 | Q3 2023 | 14 |
ALGERT GLOBAL LLC | 12 | 2 | 0.06% | 0.63% | 1.97% | Q2 2016 | Q4 2019 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.00% | 2.69% | 4.20% | Q1 2017 | Q2 2020 | 14 |
Advisor OS, LLC | 14 | 14 | 0.89% | 2.61% | 5.28% | Q2 2020 | Q3 2023 | 14 |
GEODE CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2021 | 14 |
ONE Advisory Partners, LLC | 14 | 14 | 0.36% | 0.90% | 3.27% | Q2 2020 | Q3 2023 | 14 |
ARQ WEALTH ADVISORS, LLC | 14 | 14 | 0.18% | 0.53% | 0.74% | Q2 2020 | Q3 2023 | 14 |
Tredje AP-fonden | 14 | 14 | 1.58% | 7.70% | 16.49% | Q2 2020 | Q3 2023 | 14 |
Crestline Management, LP | 4 | 1 | 0.03% | 1.06% | 2.84% | Q3 2016 | Q3 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.49% | 0.55% | 0.60% | Q2 2020 | Q3 2023 | 14 |
Route One Investment Company, L.P. | 6 | 1 | 4.40% | 18.73% | 40.92% | Q3 2015 | Q3 2023 | 14 |
Granby Capital Management, LLC | 12 | 12 | 0.52% | 17.78% | 34.64% | Q4 2020 | Q3 2023 | 14 |
Key FInancial Inc | 13 | 1 | 0.04% | 0.23% | 0.33% | Q1 2020 | Q3 2023 | 14 |
ZEVIN ASSET MANAGEMENT LLC | 13 | 1 | 0.08% | 0.21% | 1.36% | Q3 2014 | Q3 2023 | 14 |
Horizon Kinetics | 6 | 3 | 0.00% | 0.67% | 8.71% | Q2 2013 | Q4 2018 | 14 |
Sterling Global Strategies LLC | 8 | 1 | 0.56% | 21.67% | 48.05% | Q4 2014 | Q1 2019 | 13 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 6 | 1 | 3.12% | 13.88% | 34.19% | Q2 2014 | Q3 2022 | 13 |
UNITED BANK, INC. | 13 | 13 | 0.10% | 0.76% | 1.18% | Q3 2014 | Q3 2017 | 13 |
Sumitomo Mitsui Trust Holdings, Inc. | 7 | 3 | 0.00% | 0.02% | 0.06% | Q3 2014 | Q4 2021 | 13 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.70% | 1.37% | Q1 2022 | Q3 2023 | 13 |
Affiance Financial, LLC | 5 | 3 | 0.11% | 0.51% | 1.36% | Q1 2015 | Q3 2023 | 13 |
CLEAR STREET LLC | 6 | 6 | 0.00% | 12.00% | 22.46% | Q2 2022 | Q3 2023 | 13 |
Humankind Investments LLC | 12 | 12 | 0.34% | 5.84% | 11.88% | Q4 2020 | Q3 2023 | 13 |
Fore Capital, LLC | 5 | 1 | 5.15% | 21.33% | 61.28% | Q1 2018 | Q3 2023 | 13 |
Lokken Investment Group LLC | 12 | 1 | 0.99% | 1.38% | 1.79% | Q1 2012 | Q3 2023 | 13 |
Axiom Investment Management LLC | 5 | 1 | 0.33% | 0.64% | 1.38% | Q4 2018 | Q4 2022 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.89% | 1.08% | 2.04% | Q3 2020 | Q3 2023 | 13 |
Cypress Wealth Advisors LLC | 13 | 13 | 0.29% | 1.25% | 2.32% | Q2 2015 | Q2 2018 | 13 |
HC FINANCIAL ADVISORS INC | 12 | 1 | 0.32% | 0.35% | 0.46% | Q1 2018 | Q2 2022 | 13 |
NEEDELMAN ASSET MANAGEMENT INC | 13 | 13 | 0.67% | 0.71% | 0.81% | Q2 2013 | Q2 2016 | 13 |
Texan Capital Management | 13 | 13 | 0.35% | 0.75% | 2.01% | Q4 2014 | Q4 2017 | 13 |
CGN Advisors LLC | 13 | 13 | 0.76% | 1.34% | 2.21% | Q4 2020 | Q4 2023 | 13 |
Archon Partners LLC | 13 | 13 | 1.96% | 2.59% | 3.50% | Q3 2020 | Q3 2023 | 13 |
BENNETT SELBY INVESTMENTS LP | 13 | 13 | 0.91% | 1.07% | 1.22% | Q4 2020 | Q4 2023 | 13 |
Hoese & Co LLP | 13 | 13 | 7.10% | 9.96% | 18.36% | Q4 2020 | Q4 2023 | 13 |
MKP Capital Management, L.L.C. | 2 | 1 | 2.78% | 41.57% | 98.95% | Q2 2013 | Q4 2022 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 1.39% | 2.09% | 3.27% | Q2 2013 | Q2 2016 | 13 |
IBM Retirement Fund | 13 | 13 | 0.11% | 0.65% | 3.06% | Q2 2013 | Q2 2016 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.23% | 0.41% | 0.73% | Q4 2018 | Q4 2021 | 13 |
Angeles Investment Advisors, LLC | 13 | 13 | 0.25% | 2.28% | 9.26% | Q4 2018 | Q4 2021 | 13 |
McLean Asset Management Corp | 13 | 13 | 3.11% | 4.97% | 10.12% | Q4 2020 | Q4 2023 | 13 |
Codex Capital, L.L.C. | 13 | 13 | 3.56% | 4.32% | 5.18% | Q3 2020 | Q3 2023 | 13 |
Baron Financial Group, LLC | 13 | 13 | 8.75% | 9.56% | 10.70% | Q3 2020 | Q3 2023 | 13 |
Berkshire Bank | 13 | 13 | 13.22% | 13.89% | 14.43% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.79% | 1.13% | 1.76% | Q3 2020 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.17% | 0.23% | 0.37% | Q3 2020 | Q3 2023 | 13 |
Waratah Capital Advisors Ltd. | 11 | 11 | 0.78% | 20.58% | 39.42% | Q1 2021 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.73% | 1.04% | 1.48% | Q2 2013 | Q2 2016 | 13 |
BNC WEALTH MANAGEMENT, LLC | 13 | 13 | 0.65% | 1.19% | 1.68% | Q3 2020 | Q3 2023 | 13 |
WFA of San Diego, LLC | 11 | 2 | 0.04% | 0.41% | 0.72% | Q2 2020 | Q3 2023 | 13 |
Glaxis Capital Management, LLC | 4 | 1 | 3.69% | 21.89% | 43.75% | Q2 2016 | Q3 2023 | 13 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.01% | 0.44% | 0.62% | Q4 2020 | Q3 2023 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.75% | 1.49% | 2.36% | Q3 2020 | Q3 2023 | 13 |
HUDSON EDGE INVESTMENT PARTNERS INC. | 13 | 13 | 0.04% | 0.09% | 0.18% | Q1 2014 | Q1 2017 | 13 |
WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | 13 | 13 | 0.12% | 0.14% | 0.16% | Q4 2019 | Q4 2022 | 13 |
Gunma Bank,Ltd. | 5 | 1 | 0.88% | 3.52% | 7.88% | Q3 2015 | Q1 2023 | 13 |
Point View Wealth Management, Inc. | 13 | 13 | 0.09% | 0.15% | 0.70% | Q4 2017 | Q4 2020 | 13 |
Stonehearth Capital Management, LLC | 13 | 13 | 0.19% | 0.21% | 0.35% | Q4 2020 | Q4 2023 | 13 |
Southern Wealth Management, LLP | 13 | 13 | 0.06% | 0.53% | 0.87% | Q1 2020 | Q1 2023 | 13 |
Charter Oak Capital Management, LLC | 12 | 12 | 0.00% | 0.45% | 0.73% | Q4 2020 | Q3 2023 | 13 |
GILL CAPITAL PARTNERS, LLC | 13 | 13 | 0.11% | 0.15% | 0.26% | Q4 2020 | Q4 2023 | 13 |
Truadvice, LLC | 13 | 13 | 0.93% | 1.71% | 3.22% | Q3 2020 | Q3 2023 | 13 |
Lomas Capital Management, LLC | 9 | 1 | 1.29% | 4.46% | 10.20% | Q1 2015 | Q3 2020 | 13 |
Davidson Capital Management Inc. | 13 | 13 | 4.76% | 16.85% | 30.24% | Q4 2019 | Q4 2022 | 13 |
Stegner Investment Associates Inc. | 13 | 13 | 0.29% | 0.40% | 0.67% | Q3 2020 | Q3 2023 | 13 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 6 | 1 | 0.02% | 0.10% | 0.29% | Q4 2015 | Q1 2023 | 13 |
Orbimed Advisors | 7 | 1 | 0.01% | 0.54% | 1.02% | Q2 2013 | Q1 2020 | 13 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 11 | 2 | 0.08% | 0.32% | 0.43% | Q1 2015 | Q3 2019 | 13 |
CTC Alternative Strategies, Ltd. | 4 | 1 | 0.72% | 17.19% | 40.95% | Q2 2013 | Q3 2014 | 13 |
Columbia Pacific Advisors, LLC | 4 | 1 | 1.42% | 2.89% | 5.74% | Q2 2013 | Q3 2018 | 13 |
SOLARIS ASSET MANAGEMENT LLC | 13 | 13 | 0.12% | 0.41% | 0.71% | Q4 2014 | Q4 2017 | 13 |
HC Advisors, LLC | 12 | 1 | 0.84% | 1.00% | 2.14% | Q4 2019 | Q3 2023 | 13 |
Capital Wealth Alliance, LLC | 11 | 2 | 0.16% | 0.24% | 0.49% | Q4 2019 | Q1 2023 | 13 |
Oxler Private Wealth LLC | 12 | 12 | 0.02% | 3.54% | 4.15% | Q4 2020 | Q3 2023 | 13 |
Wiser Wealth Management, Inc | 13 | 13 | 0.23% | 0.29% | 0.36% | Q4 2020 | Q4 2023 | 13 |
Hound Partners | 7 | 1 | 0.29% | 3.64% | 11.54% | Q2 2013 | Q2 2022 | 13 |
DCF Advisers, LLC | 5 | 1 | 0.86% | 8.81% | 21.76% | Q4 2019 | Q3 2023 | 13 |
ARVEST TRUST CO N A | 8 | 5 | 1.37% | 2.82% | 3.85% | Q2 2013 | Q3 2023 | 13 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 13 | 13 | 0.06% | 0.33% | 1.41% | Q1 2020 | Q1 2023 | 13 |
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | 11 | 1 | 0.08% | 0.12% | 0.28% | Q4 2014 | Q3 2023 | 13 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.96% | 1.37% | Q4 2020 | Q3 2023 | 13 |
Independent Portfolio Consultants, Inc. | 8 | 5 | 0.10% | 0.34% | 0.76% | Q1 2014 | Q2 2017 | 13 |
Summit Place Financial Advisors, LLC | 13 | 13 | 1.46% | 1.60% | 1.79% | Q3 2020 | Q3 2023 | 13 |
Beta Wealth Group, Inc. | 11 | 2 | 0.19% | 0.67% | 3.09% | Q4 2013 | Q3 2023 | 13 |
GENERAL ELECTRIC CO | 13 | 13 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q2 2016 | 13 |
Silver Lake Advisory, LLC | 10 | 1 | 0.13% | 0.18% | 0.24% | Q3 2018 | Q2 2023 | 13 |
Lionsbridge Wealth Management LLC | 6 | 3 | 0.30% | 8.21% | 20.03% | Q4 2019 | Q3 2023 | 13 |
Truehand, Inc | 13 | 13 | 2.79% | 3.09% | 3.46% | Q4 2018 | Q4 2021 | 13 |
CUTLER INVESTMENT COUNSEL LLC | 13 | 13 | 0.04% | 0.12% | 0.21% | Q3 2020 | Q3 2023 | 13 |
RAYNOR GEOFFREY | 13 | 13 | 2.02% | 47.13% | 100.00% | Q4 2017 | Q4 2020 | 13 |
Wealth Dimensions Group, Ltd. | 12 | 12 | 0.00% | 2.51% | 3.18% | Q4 2020 | Q3 2023 | 13 |
Enterprise Trust & Investment Co | 13 | 13 | 6.53% | 8.72% | 10.51% | Q2 2019 | Q2 2022 | 13 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 7 | 7 | 0.87% | 4.92% | 33.79% | Q2 2020 | Q4 2021 | 13 |
Golden State Wealth Management, LLC | 13 | 13 | 2.22% | 2.96% | 4.64% | Q1 2019 | Q1 2022 | 13 |
RDA Financial Network | 12 | 1 | 0.09% | 0.13% | 0.17% | Q4 2019 | Q3 2023 | 13 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 13 | 13 | 0.00% | 0.07% | 0.53% | Q3 2020 | Q3 2023 | 13 |
Biltmore Capital Advisors LLC | 13 | 13 | 0.16% | 0.28% | 1.08% | Q4 2018 | Q4 2021 | 13 |
Destiny Wealth Partners, LLC | 9 | 2 | 0.00% | 0.23% | 0.73% | Q4 2020 | Q3 2023 | 13 |
Covestor Ltd | 8 | 8 | 0.00% | 0.07% | 0.60% | Q4 2021 | Q3 2023 | 13 |
FUKOKU MUTUAL LIFE INSURANCE Co | 8 | 1 | 0.10% | 1.14% | 3.10% | Q1 2014 | Q4 2022 | 13 |
MILLER VALUE PARTNERS, LLC | 7 | 1 | 0.01% | 0.53% | 1.18% | Q4 2015 | Q4 2022 | 13 |
Foster Victor Wealth Advisors, LLC | 13 | 13 | 0.05% | 0.35% | 0.83% | Q3 2020 | Q3 2023 | 13 |
OLD DOMINION CAPITAL MANAGEMENT INC | 13 | 13 | 0.26% | 0.83% | 1.00% | Q3 2018 | Q3 2021 | 13 |
FIRST TRUST ADVISORS LP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 13 |
Daniels&Tansey,LLP | 13 | 13 | 0.08% | 13.61% | 24.07% | Q3 2020 | Q3 2023 | 13 |
Blue Sky Asset Management, LLC | 9 | 4 | 4.49% | 9.76% | 27.31% | Q1 2017 | Q3 2020 | 13 |
JFG Wealth Management, LLC | 11 | 2 | 0.16% | 0.31% | 0.52% | Q2 2020 | Q3 2023 | 13 |
MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 11 | 1 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 13 |
CASTLEARK MANAGEMENT LLC | 9 | 1 | 0.01% | 0.53% | 2.52% | Q3 2013 | Q3 2022 | 13 |
Windsor Creek Advisors, LLC | 13 | 13 | 17.68% | 24.91% | 30.70% | Q4 2018 | Q4 2021 | 13 |
BREITER CAPITAL MANAGEMENT INC | 4 | 1 | 0.32% | 0.48% | 0.83% | Q4 2017 | Q1 2022 | 13 |
Personal Wealth Partners | 13 | 13 | 2.96% | 3.35% | 4.02% | Q1 2019 | Q1 2022 | 13 |
Sapphire Star Partners LP | 13 | 13 | 1.07% | 5.50% | 8.68% | Q4 2015 | Q4 2018 | 13 |
InTrack Investment Management Inc | 13 | 13 | 1.66% | 1.89% | 2.17% | Q4 2020 | Q4 2023 | 13 |
Bernardo Wealth Planning LLC | 6 | 1 | 0.10% | 0.24% | 1.16% | Q3 2019 | Q3 2023 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.56% | 0.66% | 0.81% | Q3 2020 | Q3 2023 | 13 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 13 | 13 | 0.11% | 0.13% | 0.14% | Q3 2020 | Q3 2023 | 13 |
Stokes & Hubbell Capital Management, LLC | 13 | 13 | 0.09% | 0.11% | 0.12% | Q1 2016 | Q1 2019 | 13 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.03% | 1.07% | 2.49% | Q4 2020 | Q3 2023 | 13 |
Orgel Wealth Management, LLC | 11 | 2 | 0.03% | 0.05% | 0.07% | Q4 2017 | Q3 2023 | 13 |
CATAWBA CAPITAL MANAGEMENT /VA | 13 | 13 | 0.08% | 0.21% | 0.46% | Q2 2015 | Q2 2018 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 0.40% | 0.53% | 0.70% | Q4 2015 | Q4 2018 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.03% | 0.06% | 0.09% | Q4 2016 | Q4 2019 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.09% | 0.63% | 1.24% | Q2 2013 | Q2 2016 | 13 |
Selective Wealth Management, Inc. | 10 | 3 | 0.01% | 0.53% | 1.29% | Q3 2020 | Q4 2023 | 13 |
PARA ADVISORS LLC | 6 | 1 | 13.38% | 33.17% | 54.34% | Q2 2013 | Q3 2016 | 13 |
Financial Gravity Asset Management, Inc. | 5 | 1 | 0.00% | 0.73% | 2.28% | Q2 2018 | Q3 2023 | 13 |
ARGONAUT CAPITAL MANAGEMENT CORP | 9 | 9 | 5.69% | 45.31% | 88.61% | Q2 2013 | Q2 2015 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.16% | 0.52% | 1.10% | Q3 2020 | Q3 2023 | 13 |
FORESTERS ASSET MANAGEMENT INC. | 13 | 13 | 13.96% | 19.06% | 24.10% | Q2 2016 | Q2 2019 | 13 |
GPS Wealth Strategies Group, LLC | 13 | 13 | 1.90% | 2.72% | 4.00% | Q3 2020 | Q3 2023 | 13 |
Congress Park Capital LLC | 8 | 1 | 0.03% | 1.12% | 5.70% | Q3 2018 | Q3 2023 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.02% | 0.03% | 0.05% | Q3 2016 | Q3 2019 | 13 |
Connecticut Wealth Management, LLC | 13 | 13 | 0.15% | 0.41% | 1.15% | Q3 2020 | Q3 2023 | 13 |
CV Advisors LLC | 8 | 8 | 0.45% | 34.91% | 59.75% | Q4 2021 | Q3 2023 | 13 |
CORNERCAP INVESTMENT COUNSEL INC | 5 | 1 | 0.03% | 0.04% | 0.06% | Q4 2014 | Q1 2022 | 13 |
Virtue Capital Management, LLC | 7 | 1 | 0.13% | 0.30% | 0.49% | Q4 2017 | Q3 2021 | 13 |
IronBridge Private Wealth, LLC | 12 | 12 | 0.03% | 5.00% | 12.22% | Q4 2020 | Q3 2023 | 13 |
Brevan Howard Capital Management LP | 5 | 1 | 0.10% | 31.38% | 91.36% | Q2 2013 | Q3 2023 | 13 |
Capco Asset Management, LLC | 13 | 13 | 0.02% | 0.07% | 0.17% | Q3 2018 | Q3 2021 | 13 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.14% | 0.40% | 2.82% | Q4 2018 | Q3 2021 | 12 |
Ken Stern & Associates, Inc. | 12 | 12 | 0.27% | 1.09% | 2.46% | Q4 2015 | Q3 2018 | 12 |
Greenhouse Wealth Management, LLC | 12 | 12 | 33.85% | 36.88% | 37.83% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 17.59% | 22.48% | 26.13% | Q4 2020 | Q3 2023 | 12 |
Summit Financial, LLC | 12 | 12 | 0.11% | 2.14% | 3.28% | Q4 2020 | Q3 2023 | 12 |
Madison Wealth Partners, Inc | 12 | 12 | 1.64% | 1.84% | 2.02% | Q4 2020 | Q3 2023 | 12 |
Latitude Advisors, LLC | 12 | 12 | 2.24% | 5.33% | 11.77% | Q4 2020 | Q3 2023 | 12 |
SIRIOS CAPITAL MANAGEMENT L P | 9 | 1 | 0.00% | 0.39% | 2.31% | Q3 2015 | Q2 2021 | 12 |
Alamar Capital Management, LLC | 12 | 12 | 0.22% | 0.73% | 0.92% | Q4 2020 | Q3 2023 | 12 |
Vanguard Personalized Indexing Management, LLC | 12 | 12 | 0.03% | 0.07% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Alta Wealth Advisors LLC | 12 | 12 | 1.78% | 3.10% | 4.30% | Q4 2020 | Q3 2023 | 12 |
Frank, Rimerman Advisors LLC | 12 | 12 | 7.42% | 9.91% | 12.61% | Q4 2020 | Q3 2023 | 12 |
Abacus Wealth Partners, LLC | 12 | 12 | 0.51% | 1.18% | 2.34% | Q4 2020 | Q3 2023 | 12 |
Round Rock Advisors, LLC | 12 | 12 | 1.22% | 1.56% | 2.03% | Q4 2020 | Q3 2023 | 12 |
Colony Family Offices, LLC | 12 | 12 | 1.24% | 2.01% | 3.88% | Q4 2020 | Q3 2023 | 12 |
Spring Creek Investment Management, LLC | 12 | 12 | 20.59% | 29.75% | 48.55% | Q4 2018 | Q3 2021 | 12 |
INDEPENDENT INVESTORS INC | 12 | 12 | 0.16% | 0.17% | 0.19% | Q4 2020 | Q3 2023 | 12 |
BIEGEL & WALLER LLC | 12 | 12 | 0.14% | 0.21% | 0.33% | Q4 2016 | Q3 2019 | 12 |
TriaGen Wealth Management LLC | 12 | 12 | 0.24% | 0.41% | 0.72% | Q4 2020 | Q3 2023 | 12 |
HANSEATIC MANAGEMENT SERVICES INC | 10 | 2 | 0.01% | 1.83% | 4.02% | Q2 2013 | Q3 2021 | 12 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 3.46% | 7.23% | Q1 2018 | Q3 2023 | 12 |
Kowal Investment Group, LLC | 12 | 12 | 0.27% | 1.77% | 2.68% | Q4 2020 | Q3 2023 | 12 |
Boundary Creek Advisors LP | 8 | 8 | 5.98% | 46.20% | 81.25% | Q4 2021 | Q3 2023 | 12 |
Meiji Yasuda Life Insurance Co | 8 | 1 | 0.81% | 5.52% | 9.02% | Q3 2016 | Q3 2023 | 12 |
SCHRODERS IS Ltd | 11 | 1 | 3.99% | 10.17% | 24.77% | Q1 2017 | Q1 2020 | 12 |
Elk River Wealth Management, LLC | 12 | 12 | 0.29% | 0.82% | 2.11% | Q4 2020 | Q3 2023 | 12 |
Beacon Wealthcare LLC | 12 | 12 | 0.28% | 0.36% | 1.01% | Q1 2021 | Q4 2023 | 12 |
PALLADIEM, LLC | 12 | 12 | 1.34% | 2.45% | 3.86% | Q4 2020 | Q3 2023 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.10% | 0.15% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 1.34% | 3.83% | 8.09% | Q4 2020 | Q3 2023 | 12 |
VALLEY FORGE INVESTMENT CONSULTANTS INC ADV | 12 | 12 | 0.12% | 0.24% | 0.38% | Q4 2020 | Q3 2023 | 12 |
TIAA Kaspick, LLC | 12 | 12 | 18.98% | 41.57% | 64.15% | Q4 2018 | Q3 2021 | 12 |
Honeycomb Asset Management LP | 3 | 1 | 2.18% | 8.39% | 18.18% | Q1 2017 | Q4 2021 | 12 |
Waterfront Wealth Inc. | 12 | 12 | 0.90% | 1.17% | 1.70% | Q4 2020 | Q3 2023 | 12 |
Cornerstone Advisors, LLC | 9 | 3 | 0.38% | 1.01% | 2.85% | Q4 2019 | Q2 2023 | 12 |
Brown Financial Advisory | 12 | 12 | 0.19% | 0.22% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Curated Wealth Partners LLC | 12 | 12 | 3.16% | 5.90% | 9.27% | Q4 2020 | Q3 2023 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 0.45% | 0.57% | 0.80% | Q4 2020 | Q3 2023 | 12 |
Gresham Partners, LLC | 7 | 5 | 7.34% | 19.42% | 73.56% | Q4 2014 | Q1 2020 | 12 |
Candlestick Capital Management LP | 9 | 3 | 2.63% | 5.41% | 11.20% | Q4 2019 | Q3 2023 | 12 |
Red Wave Investments LLC | 12 | 12 | 0.13% | 0.31% | 0.62% | Q4 2020 | Q3 2023 | 12 |
BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 9 | 3 | 0.08% | 0.09% | 0.11% | Q4 2014 | Q4 2017 | 12 |
Motley Fool Wealth Management, LLC | 6 | 1 | 0.00% | 0.25% | 0.62% | Q1 2015 | Q4 2022 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 1.42% | 2.21% | 3.24% | Q4 2020 | Q3 2023 | 12 |
1900 WEALTH MANAGEMENT LLC | 12 | 12 | 0.12% | 0.23% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 1.23% | 1.34% | 1.48% | Q4 2020 | Q3 2023 | 12 |
MATLINPATTERSON GLOBAL ADVISERS LLC | 9 | 1 | 0.55% | 7.69% | 25.26% | Q2 2013 | Q1 2016 | 12 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 8 | 2 | 0.04% | 0.28% | 1.03% | Q2 2020 | Q3 2023 | 12 |
JOYN Advisors, Inc. | 5 | 1 | 0.01% | 0.10% | 0.18% | Q4 2014 | Q4 2019 | 12 |
Kathmere Capital Management, LLC | 7 | 5 | 0.05% | 0.11% | 0.19% | Q4 2019 | Q1 2023 | 12 |
OPTIONS SOLUTIONS, LLC | 8 | 8 | 0.52% | 1.35% | 3.89% | Q4 2021 | Q3 2023 | 12 |
MOSELEY INVESTMENT MANAGEMENT INC | 6 | 1 | 0.15% | 0.25% | 0.48% | Q1 2019 | Q3 2022 | 12 |
Johnson Midwest Financial, LLC | 12 | 12 | 0.03% | 6.78% | 22.27% | Q4 2020 | Q3 2023 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 4.73% | 6.47% | 9.58% | Q4 2020 | Q3 2023 | 12 |
Professional Financial Advisors, LLC | 9 | 1 | 0.03% | 0.52% | 3.55% | Q4 2019 | Q3 2023 | 12 |
Peninsula Wealth, LLC | 8 | 4 | 0.06% | 0.35% | 3.20% | Q4 2019 | Q3 2023 | 12 |
Resolute Advisors LLC | 12 | 12 | 0.12% | 0.53% | 1.74% | Q4 2020 | Q3 2023 | 12 |
Weaver C. Barksdale & Associates, Inc. | 7 | 5 | 0.01% | 1.44% | 9.68% | Q2 2013 | Q4 2016 | 12 |
Atlas Private Wealth Management | 11 | 1 | 0.10% | 0.15% | 0.23% | Q4 2019 | Q4 2022 | 12 |
CALIBER WEALTH MANAGEMENT, LLC | 12 | 12 | 0.78% | 9.14% | 14.82% | Q4 2020 | Q3 2023 | 12 |
Montis Financial, LLC | 12 | 12 | 2.01% | 2.68% | 3.01% | Q4 2020 | Q3 2023 | 12 |
PartnerRe Asset Management CORP | 12 | 12 | 0.90% | 5.57% | 18.10% | Q2 2013 | Q1 2016 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 0.60% | 0.71% | 0.85% | Q4 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.52% | 0.57% | 0.63% | Q4 2020 | Q3 2023 | 12 |
Prosperity Planning, Inc. | 12 | 12 | 1.12% | 1.66% | 2.67% | Q4 2020 | Q3 2023 | 12 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 6 | 1 | 0.01% | 0.36% | 0.74% | Q4 2016 | Q3 2022 | 12 |
Everhart Financial Group, Inc. | 12 | 12 | 0.29% | 0.36% | 0.47% | Q4 2020 | Q3 2023 | 12 |
Shaker Financial Services, LLC | 5 | 1 | 0.34% | 3.21% | 12.60% | Q3 2019 | Q3 2023 | 12 |
JENNISON ASSOCIATES LLC | 5 | 1 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q4 2020 | 12 |
TTP Investments, Inc. | 8 | 4 | 0.19% | 0.35% | 0.57% | Q4 2017 | Q3 2023 | 12 |
First Eagle Investment Management, LLC | 10 | 1 | 0.00% | 0.07% | 0.20% | Q1 2014 | Q1 2023 | 12 |
Marotta Asset Management | 7 | 2 | 0.10% | 0.15% | 0.27% | Q4 2019 | Q4 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 5.20% | 7.00% | 10.20% | Q4 2020 | Q3 2023 | 12 |
MCDONALD PARTNERS LLC | 12 | 12 | 0.12% | 0.98% | 1.18% | Q4 2020 | Q3 2023 | 12 |
360 Financial, Inc. | 12 | 12 | 0.31% | 0.65% | 1.10% | Q3 2020 | Q2 2023 | 12 |
Cambridge Financial Group, Inc. | 7 | 1 | 0.02% | 0.28% | 1.23% | Q4 2019 | Q3 2023 | 12 |
TD Securities (USA) LLC | 12 | 12 | 0.01% | 9.81% | 57.20% | Q2 2013 | Q1 2016 | 12 |
Legacy Wealth Planning, LLC | 12 | 12 | 0.42% | 0.63% | 0.88% | Q4 2019 | Q3 2022 | 12 |
COLLECTIVE FAMILY OFFICE LLC | 12 | 12 | 1.86% | 2.57% | 3.88% | Q4 2020 | Q3 2023 | 12 |
Towerpoint Wealth, LLC | 12 | 12 | 0.96% | 1.18% | 1.44% | Q4 2020 | Q3 2023 | 12 |
CORRADO ADVISORS, LLC | 9 | 1 | 0.07% | 0.54% | 0.89% | Q1 2015 | Q4 2022 | 12 |
Coho Partners, Ltd. | 3 | 1 | 0.00% | 0.24% | 0.90% | Q3 2017 | Q4 2022 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 1.57% | 2.26% | 3.91% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 1.31% | 1.49% | 1.92% | Q4 2020 | Q3 2023 | 12 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 6 | 1 | 0.27% | 0.48% | 0.74% | Q2 2013 | Q3 2023 | 12 |
Orin Green Financial, LLC | 12 | 12 | 1.75% | 2.15% | 2.58% | Q4 2020 | Q3 2023 | 12 |
TIEMANN INVESTMENT ADVISORS, LLC | 12 | 12 | 0.16% | 0.42% | 1.21% | Q4 2020 | Q3 2023 | 12 |
Interchange Capital Partners, LLC | 7 | 4 | 0.07% | 1.27% | 3.15% | Q4 2020 | Q3 2023 | 12 |
COWA, LLC | 12 | 12 | 1.03% | 1.64% | 2.60% | Q4 2020 | Q3 2023 | 12 |
Opal Wealth Advisors, LLC | 12 | 12 | 0.31% | 0.69% | 1.25% | Q4 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q3 2023 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.46% | 0.73% | 1.06% | Q4 2020 | Q3 2023 | 12 |
Guardian Wealth Advisors, LLC | 12 | 12 | 11.71% | 13.40% | 21.71% | Q4 2020 | Q3 2023 | 12 |
Pacific Wealth Management | 12 | 12 | 14.78% | 29.56% | 46.35% | Q4 2020 | Q3 2023 | 12 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 10 | 1 | 0.02% | 0.16% | 0.28% | Q3 2015 | Q1 2023 | 12 |
Key Client Fiduciary Advisors, LLC | 8 | 8 | 0.00% | 2.11% | 8.08% | Q4 2021 | Q3 2023 | 12 |
State of Alaska, Department of Revenue | 12 | 12 | 0.00% | 0.06% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Weitz Investment Management | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 2.49% | 3.35% | 4.13% | Q4 2020 | Q3 2023 | 12 |
Levy Wealth Management Group, LLC | 12 | 12 | 0.28% | 0.36% | 0.48% | Q4 2020 | Q3 2023 | 12 |
LaFleur & Godfrey LLC | 10 | 2 | 0.08% | 0.31% | 0.40% | Q1 2015 | Q3 2023 | 12 |
Systematic Alpha Investments, LLC | 12 | 12 | 0.49% | 0.64% | 1.72% | Q4 2020 | Q3 2023 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 12 | 0.31% | 0.34% | 0.37% | Q4 2015 | Q3 2018 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 0.17% | 0.30% | 0.64% | Q4 2020 | Q3 2023 | 12 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 9 | 3 | 3.37% | 6.75% | 12.54% | Q2 2014 | Q2 2017 | 12 |
World Asset Management Inc | 5 | 1 | 0.01% | 0.13% | 0.48% | Q4 2014 | Q2 2021 | 12 |
High Note Wealth, LLC | 12 | 12 | 0.30% | 0.34% | 0.35% | Q4 2020 | Q3 2023 | 12 |
AAF Wealth Management, LLC | 12 | 12 | 0.29% | 0.34% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Hunter Perkins Capital Management, LLC | 7 | 4 | 0.04% | 0.39% | 0.95% | Q4 2020 | Q3 2023 | 12 |
ADE, LLC | 12 | 12 | 0.26% | 0.33% | 0.38% | Q4 2020 | Q3 2023 | 12 |
Thrive Capital Management, LLC | 12 | 12 | 0.32% | 1.00% | 3.38% | Q4 2020 | Q3 2023 | 12 |
Trinity Financial Advisors LLC | 12 | 12 | 14.15% | 19.87% | 24.42% | Q4 2020 | Q3 2023 | 12 |
Symmetry Investments LP | 12 | 12 | 0.44% | 3.86% | 8.78% | Q4 2020 | Q3 2023 | 12 |
Pine Ridge Advisers LLC | 12 | 12 | 27.19% | 41.28% | 50.30% | Q4 2020 | Q3 2023 | 12 |
Bulldog Investors, LLP | 12 | 12 | 0.18% | 0.49% | 1.94% | Q4 2018 | Q3 2021 | 12 |
Retirement Solution Inc. | 12 | 12 | 0.15% | 0.20% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Kiwi Wealth Investments Limited Partnership | 4 | 1 | 0.03% | 0.21% | 0.55% | Q2 2018 | Q4 2022 | 12 |
TUCKER ASSET MANAGEMENT LLC | 12 | 12 | 0.14% | 14.63% | 24.83% | Q4 2020 | Q3 2023 | 12 |
Colonial River Wealth Management, LLC | 12 | 12 | 0.16% | 0.82% | 7.04% | Q4 2020 | Q3 2023 | 12 |
DEFINED WEALTH MANAGEMENT, LLC | 12 | 12 | 3.59% | 4.49% | 5.52% | Q4 2020 | Q3 2023 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 2.05% | 2.89% | 4.06% | Q4 2020 | Q3 2023 | 12 |
Annandale Capital, LLC | 12 | 12 | 0.80% | 2.99% | 5.13% | Q4 2020 | Q3 2023 | 12 |
Capstone Triton Financial Group, LLC | 12 | 12 | 0.13% | 0.29% | 0.97% | Q4 2020 | Q3 2023 | 12 |
Aaron Wealth Advisors LLC | 12 | 12 | 0.19% | 1.36% | 3.42% | Q4 2020 | Q3 2023 | 12 |
Concord Wealth Partners | 12 | 12 | 0.10% | 0.18% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.41% | 0.46% | 0.54% | Q4 2020 | Q3 2023 | 12 |
Lucia Wealth Services, LLC | 12 | 12 | 0.22% | 0.44% | 0.56% | Q4 2017 | Q3 2020 | 12 |
FIR TREE CAPITAL MANAGEMENT LP | 6 | 1 | 0.02% | 1.31% | 6.76% | Q4 2013 | Q1 2023 | 12 |
Waypoint Wealth Partners Inc. | 12 | 12 | 0.15% | 0.22% | 0.39% | Q4 2020 | Q3 2023 | 12 |
TrueWealth Advisors, LLC | 12 | 12 | 3.27% | 5.32% | 10.05% | Q4 2020 | Q3 2023 | 12 |
Bellwether Advisors, LLC | 12 | 12 | 0.10% | 0.29% | 0.45% | Q4 2020 | Q3 2023 | 12 |
Alerus Investment Advisors Corp | 12 | 12 | 2.06% | 4.46% | 7.59% | Q2 2013 | Q1 2016 | 12 |
Lazard Freres Gestion S.A.S. | 12 | 12 | 0.46% | 0.64% | 1.03% | Q4 2020 | Q3 2023 | 12 |
CHILDRESS CAPITAL ADVISORS, LLC | 12 | 12 | 2.63% | 5.50% | 12.69% | Q4 2020 | Q3 2023 | 12 |
Itau USA Asset Management Inc. | 12 | 12 | 0.62% | 9.12% | 19.11% | Q2 2013 | Q1 2016 | 12 |
BANTA ASSET MANAGEMENT LP | 12 | 12 | 1.03% | 1.55% | 1.91% | Q4 2020 | Q3 2023 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 2.62% | 2.71% | 2.88% | Q4 2020 | Q3 2023 | 12 |
Oder Investment Management, LLC | 12 | 12 | 4.73% | 5.78% | 7.49% | Q4 2020 | Q3 2023 | 12 |
Capital CS Group, LLC | 12 | 12 | 0.80% | 1.42% | 4.32% | Q4 2020 | Q3 2023 | 12 |
Source Financial Advisors LLC | 12 | 12 | 3.09% | 5.36% | 9.17% | Q4 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 1.74% | 1.89% | 2.40% | Q4 2020 | Q3 2023 | 12 |
BAROMETER CAPITAL MANAGEMENT INC. | 5 | 1 | 0.00% | 1.26% | 5.76% | Q4 2014 | Q3 2022 | 12 |
ENCOMPASS WEALTH ADVISORS, LLC | 12 | 12 | 0.17% | 0.22% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Southern Farm Bureau Life Insurance | 12 | 12 | 14.22% | 24.42% | 30.38% | Q4 2020 | Q3 2023 | 12 |
Camarda Financial Advisors, LLC | 3 | 1 | 0.00% | 3.00% | 11.45% | Q1 2014 | Q3 2023 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.22% | 0.36% | 0.58% | Q4 2020 | Q3 2023 | 12 |
Ten Capital Wealth Advisors, LLC | 12 | 12 | 0.06% | 0.24% | 0.48% | Q3 2020 | Q2 2023 | 12 |
Synergy Asset Management, LLC | 12 | 12 | 0.08% | 0.28% | 0.43% | Q4 2020 | Q3 2023 | 12 |
Castellan Group | 12 | 12 | 0.51% | 3.28% | 9.55% | Q4 2020 | Q3 2023 | 12 |
Constitution Capital LLC | 12 | 12 | 0.19% | 0.24% | 0.33% | Q4 2020 | Q3 2023 | 12 |
FIDUCIENT ADVISORS LLC | 12 | 12 | 0.54% | 3.36% | 7.14% | Q4 2020 | Q3 2023 | 12 |
TruWealth Advisors, LLC | 12 | 12 | 0.30% | 0.37% | 0.48% | Q4 2020 | Q3 2023 | 12 |
Wealthgate Family Office, LLC | 12 | 12 | 37.46% | 43.65% | 54.23% | Q4 2020 | Q3 2023 | 12 |
COMMONWEALTH BANK OF AUSTRALIA | 11 | 1 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q1 2018 | 12 |
CastleKnight Management LP | 6 | 1 | 5.08% | 21.22% | 43.08% | Q4 2021 | Q3 2023 | 12 |
Custos Family Office, LLC | 8 | 8 | 0.08% | 4.77% | 7.84% | Q4 2021 | Q3 2023 | 12 |
Iron Horse Wealth Management, LLC | 12 | 12 | 0.03% | 2.20% | 6.30% | Q4 2020 | Q3 2023 | 12 |
Hemington Wealth Management | 12 | 12 | 0.51% | 0.71% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Oak Harvest Investment Services | 12 | 12 | 0.14% | 0.20% | 0.28% | Q4 2020 | Q3 2023 | 12 |
Price Wealth, LLC | 12 | 12 | 8.28% | 10.23% | 15.49% | Q4 2017 | Q3 2020 | 12 |
Sandbox Financial Partners, LLC | 12 | 12 | 0.22% | 1.41% | 2.90% | Q4 2020 | Q3 2023 | 12 |
Sorin Capital Management LLC | 8 | 1 | 9.87% | 42.25% | 75.56% | Q3 2015 | Q4 2017 | 12 |
Falcon Wealth Planning | 12 | 12 | 0.16% | 0.23% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Solitude Financial Services | 12 | 12 | 6.18% | 11.24% | 14.99% | Q4 2020 | Q3 2023 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.54% | 0.69% | 0.86% | Q4 2020 | Q3 2023 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.60% | 1.78% | 2.71% | Q4 2020 | Q3 2023 | 12 |
Kesler, Norman & Wride, LLC | 12 | 12 | 0.11% | 0.72% | 2.04% | Q4 2020 | Q3 2023 | 12 |
Harbor Group, Inc. | 12 | 12 | 0.31% | 0.36% | 0.42% | Q4 2020 | Q3 2023 | 12 |
Hudson Value Partners, LLC | 12 | 12 | 0.20% | 0.46% | 0.79% | Q4 2020 | Q3 2023 | 12 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 12 | 12 | 0.39% | 0.75% | 1.42% | Q4 2020 | Q3 2023 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 0.24% | 0.64% | 1.13% | Q4 2020 | Q3 2023 | 12 |
4J Wealth Management LLC | 12 | 12 | 0.82% | 0.92% | 1.07% | Q4 2020 | Q3 2023 | 12 |
Roth Financial Partners LLC | 12 | 12 | 16.28% | 18.11% | 19.50% | Q4 2020 | Q3 2023 | 12 |
Galvin, Gaustad & Stein, LLC | 12 | 12 | 0.05% | 0.06% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.38% | 0.46% | 0.61% | Q4 2020 | Q3 2023 | 12 |
Marshall Financial Group LLC | 12 | 12 | 0.17% | 0.39% | 0.83% | Q4 2020 | Q3 2023 | 12 |
Foster Group, Inc. | 12 | 12 | 0.04% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Chescapmanager LLC | 4 | 1 | 0.98% | 15.64% | 23.66% | Q1 2017 | Q1 2022 | 12 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 9 | 3 | 0.05% | 0.38% | 0.72% | Q2 2013 | Q4 2016 | 12 |
ForthRight Wealth Management, LLC | 12 | 12 | 0.29% | 0.65% | 1.31% | Q4 2020 | Q3 2023 | 12 |
EMERSON INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.10% | 0.23% | 0.38% | Q2 2013 | Q1 2016 | 12 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 12 | 12 | 0.20% | 0.22% | 0.25% | Q4 2020 | Q3 2023 | 12 |
ASSET PLANNING CORPORATION | 12 | 12 | 0.50% | 0.66% | 0.88% | Q4 2020 | Q3 2023 | 12 |
ROUND TABLE INVESTMENT MANAGEMENT COMPANY, LP | 8 | 1 | 0.41% | 6.09% | 58.95% | Q3 2013 | Q4 2015 | 12 |
MRA Advisory Group | 12 | 12 | 0.22% | 0.39% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Sightline Wealth Advisors, LLC | 12 | 12 | 2.68% | 3.17% | 3.61% | Q4 2020 | Q3 2023 | 12 |
Laurel Wealth Planning LLC | 12 | 12 | 0.05% | 0.77% | 2.20% | Q4 2020 | Q3 2023 | 12 |
Sterling Manor Financial, LLC | 12 | 12 | 0.76% | 2.17% | 9.14% | Q4 2020 | Q3 2023 | 12 |
First Command Advisory Services, Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 1.48% | 1.83% | 2.11% | Q4 2020 | Q3 2023 | 12 |
Rede Wealth, LLC | 12 | 12 | 1.10% | 1.82% | 2.45% | Q4 2020 | Q3 2023 | 12 |
CoreFirst Bank & Trust | 12 | 12 | 0.95% | 1.06% | 1.25% | Q4 2020 | Q3 2023 | 12 |
NewEdge Wealth, LLC | 12 | 12 | 1.82% | 2.56% | 5.10% | Q4 2020 | Q3 2023 | 12 |
LCM Capital Management Inc | 12 | 12 | 14.07% | 14.94% | 15.82% | Q4 2020 | Q3 2023 | 12 |
Flagship Private Wealth, LLC | 12 | 12 | 7.77% | 11.83% | 14.15% | Q4 2020 | Q3 2023 | 12 |
Artisan Partners Limited Partnership | 4 | 1 | 0.00% | 0.12% | 0.27% | Q4 2017 | Q1 2023 | 12 |
Altus Wealth Group LLC | 12 | 12 | 0.18% | 0.27% | 0.39% | Q4 2020 | Q3 2023 | 12 |
Q Global Advisors, LLC | 4 | 1 | 2.83% | 23.94% | 49.51% | Q1 2018 | Q3 2023 | 12 |
TFG Asset Management GP Ltd | 7 | 1 | 0.20% | 2.69% | 4.61% | Q4 2014 | Q4 2018 | 12 |
Bronte Capital Management Pty Ltd. | 11 | 11 | 1.46% | 12.18% | 28.33% | Q2 2019 | Q4 2021 | 12 |
Greenfield FTC, Inc. | 12 | 12 | 77.54% | 86.43% | 91.32% | Q4 2020 | Q3 2023 | 12 |
Goepper Burkhardt LLC | 12 | 12 | 0.30% | 0.37% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Dai-ichi Life Insurance Company, Ltd | 12 | 12 | 0.93% | 3.85% | 5.41% | Q4 2016 | Q3 2019 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.19% | 0.29% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Granger Management LLC | 12 | 12 | 5.14% | 22.71% | 35.76% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.16% | 0.26% | 0.37% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.24% | 0.31% | 0.35% | Q4 2020 | Q3 2023 | 12 |
Northwest Quadrant Wealth Management, LLC | 12 | 12 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q3 2023 | 12 |
United Bank | 12 | 12 | 0.13% | 0.15% | 0.18% | Q4 2020 | Q3 2023 | 12 |
DHJJ Financial Advisors, Ltd. | 12 | 12 | 1.58% | 1.74% | 1.96% | Q4 2020 | Q3 2023 | 12 |
SkyView Investment Advisors, LLC | 12 | 12 | 0.52% | 1.01% | 2.45% | Q4 2020 | Q3 2023 | 12 |
Facet Wealth, Inc. | 12 | 12 | 0.09% | 0.12% | 0.18% | Q4 2020 | Q3 2023 | 12 |
SP Asset Management | 12 | 12 | 0.10% | 0.18% | 0.43% | Q4 2019 | Q3 2022 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.79% | 1.79% | 5.03% | Q4 2018 | Q3 2021 | 12 |
Twin Lakes Capital Management, LLC | 12 | 12 | 1.56% | 2.09% | 2.41% | Q4 2020 | Q3 2023 | 12 |
RVW Wealth, LLC | 12 | 12 | 0.00% | 0.05% | 0.13% | Q1 2021 | Q4 2023 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 8.55% | 12.35% | 15.23% | Q4 2020 | Q3 2023 | 12 |
NKCFO LLC | 12 | 12 | 0.17% | 0.27% | 0.45% | Q3 2019 | Q2 2022 | 12 |
Oxinas Partners Wealth Management LLC | 12 | 12 | 1.14% | 1.97% | 4.01% | Q4 2020 | Q3 2023 | 12 |
New Vernon Capital Holdings II LLC | 12 | 12 | 0.76% | 18.26% | 33.62% | Q2 2016 | Q1 2019 | 12 |
Elo Mutual Pension Insurance Co | 12 | 12 | 2.95% | 10.59% | 13.90% | Q1 2018 | Q4 2020 | 12 |
Baldrige Asset Management LLC | 12 | 12 | 0.10% | 0.12% | 0.15% | Q2 2020 | Q1 2023 | 12 |
Sage Financial Management Group, Inc. | 12 | 12 | 0.21% | 1.18% | 8.25% | Q4 2020 | Q3 2023 | 12 |
Coe Capital Management, LLC | 6 | 5 | 0.10% | 0.45% | 1.02% | Q4 2013 | Q2 2021 | 11 |
Wellington Shields & Co., LLC | 7 | 1 | 0.04% | 0.09% | 0.18% | Q4 2018 | Q3 2023 | 11 |
10-15 ASSOCIATES, INC. | 7 | 1 | 0.06% | 1.11% | 2.01% | Q4 2015 | Q3 2020 | 11 |
Evermore Global Advisors, LLC | 9 | 2 | 6.81% | 17.56% | 30.18% | Q4 2016 | Q3 2019 | 11 |
EMG Holdings, L.P. | 9 | 9 | 0.00% | 6.69% | 19.10% | Q3 2021 | Q3 2023 | 11 |
CABOT WEALTH MANAGEMENT INC | 5 | 3 | 0.03% | 0.05% | 0.10% | Q1 2018 | Q3 2023 | 11 |
Allston Trading LLC | 4 | 1 | 0.00% | 17.88% | 99.99% | Q2 2013 | Q3 2014 | 11 |
ARROWGRASS CAPITAL PARTNERS LLP | 8 | 1 | 17.93% | 40.83% | 81.84% | Q2 2013 | Q4 2015 | 11 |
Eastover Investment Advisors LLC | 11 | 11 | 0.16% | 0.25% | 0.29% | Q1 2021 | Q3 2023 | 11 |
BHF Kleinwort Benson Group S.A. | 11 | 11 | 0.10% | 0.44% | 1.01% | Q2 2013 | Q4 2015 | 11 |
Healthcare Value Capital, LLC | 5 | 2 | 2.91% | 12.77% | 26.80% | Q2 2013 | Q3 2019 | 11 |
Cambria Investment Management, L.P. | 10 | 1 | 0.00% | 0.92% | 1.71% | Q4 2014 | Q3 2019 | 11 |
Rotella Capital Management, Inc. | 11 | 11 | 0.38% | 3.03% | 5.82% | Q2 2013 | Q4 2015 | 11 |
Centaur Capital | 4 | 1 | 6.98% | 10.39% | 16.86% | Q2 2013 | Q1 2018 | 11 |
Senator Investment Group LP | 6 | 1 | 0.27% | 5.20% | 20.16% | Q4 2018 | Q4 2022 | 11 |
Loeb Offshore Management LP | 7 | 7 | 0.02% | 0.15% | 1.03% | Q2 2013 | Q4 2014 | 11 |
Commonwealth Financial Services, LLC | 10 | 1 | 0.09% | 5.61% | 34.60% | Q4 2014 | Q3 2023 | 11 |
Standard Investments LLC | 8 | 1 | 0.52% | 17.34% | 43.72% | Q2 2013 | Q2 2023 | 11 |
Smead Capital Management, Inc. | 6 | 1 | 0.01% | 0.22% | 0.86% | Q3 2015 | Q4 2021 | 11 |
New England Professional Planning Group Inc. | 11 | 11 | 0.16% | 0.21% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Hilton Capital Management, LLC | 5 | 1 | 0.00% | 0.04% | 0.11% | Q2 2016 | Q1 2022 | 11 |
Allegheny Financial Group LTD | 10 | 1 | 1.02% | 1.17% | 1.28% | Q4 2020 | Q3 2023 | 11 |
NORTHSTAR ASSET MANAGEMENT INC | 11 | 11 | 0.20% | 0.30% | 0.34% | Q1 2021 | Q3 2023 | 11 |
Night Owl Capital Management, LLC | 9 | 2 | 0.08% | 0.18% | 0.42% | Q1 2018 | Q4 2020 | 11 |
COMERICA SECURITIES INC | 11 | 11 | 0.95% | 1.16% | 1.99% | Q2 2016 | Q4 2018 | 11 |
Symetra Life Insurance Co | 11 | 11 | 0.78% | 4.17% | 8.13% | Q4 2015 | Q2 2018 | 11 |
Pineno Levin & Ford Asset Management, Inc. | 11 | 11 | 0.14% | 0.21% | 0.32% | Q2 2019 | Q4 2021 | 11 |
FNY Partners Fund LP | 6 | 6 | 0.00% | 0.59% | 4.14% | Q4 2016 | Q1 2018 | 11 |
PIPER SANDLER & CO. | 11 | 11 | 6.35% | 21.65% | 81.84% | Q4 2013 | Q2 2016 | 11 |
BW Gestao de Investimentos Ltda. | 4 | 1 | 0.00% | 6.27% | 33.79% | Q2 2014 | Q2 2023 | 11 |
WESTPAC BANKING CORP | 7 | 1 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q4 2019 | 11 |
CINQUE PARTNERS LLC | 11 | 11 | 5.24% | 8.17% | 15.63% | Q2 2013 | Q4 2015 | 11 |
BEACONLIGHT CAPITAL, LLC | 2 | 1 | 0.65% | 5.14% | 11.01% | Q3 2013 | Q3 2023 | 11 |
Ohio National Investments, Inc. | 11 | 11 | 2.75% | 3.27% | 4.03% | Q2 2013 | Q4 2015 | 11 |
LVZ, Inc. | 7 | 4 | 0.03% | 0.09% | 0.21% | Q2 2020 | Q3 2023 | 11 |
Cutler Capital Management, LLC | 11 | 11 | 0.10% | 0.13% | 0.16% | Q1 2021 | Q3 2023 | 11 |
DLD Asset Management, LP | 9 | 1 | 3.75% | 35.13% | 65.96% | Q1 2019 | Q4 2021 | 11 |
Hefren-Tillotson, Inc. | 11 | 11 | 0.38% | 1.06% | 1.36% | Q4 2015 | Q2 2018 | 11 |
Silver Point Capital L.P. | 4 | 1 | 2.53% | 23.28% | 73.80% | Q3 2013 | Q3 2023 | 11 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 11 | 11 | 0.22% | 0.39% | 1.00% | Q2 2013 | Q4 2015 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.19% | 0.24% | 0.42% | Q2 2013 | Q4 2015 | 11 |
Select Equity Group, L.P. | 6 | 1 | 0.00% | 0.37% | 3.29% | Q4 2013 | Q4 2022 | 11 |
Weil Company, Inc. | 7 | 4 | 0.27% | 1.40% | 4.66% | Q4 2017 | Q3 2023 | 11 |
Impala Asset Management LLC | 4 | 1 | 0.15% | 8.75% | 46.39% | Q2 2013 | Q2 2019 | 11 |
Ally Financial Inc. | 2 | 1 | 1.07% | 12.67% | 41.55% | Q4 2014 | Q2 2022 | 11 |
Three Peaks Capital Management, LLC | 8 | 3 | 0.06% | 0.33% | 0.79% | Q4 2017 | Q3 2020 | 11 |
SEVEN LOCKS CAPITAL MANAGEMENT LP | 7 | 4 | 3.56% | 22.50% | 44.76% | Q4 2013 | Q3 2016 | 11 |
FIRST MERCANTILE TRUST CO | 11 | 11 | 1.12% | 1.19% | 1.28% | Q2 2013 | Q4 2015 | 11 |
SHELL ASSET MANAGEMENT CO | 11 | 11 | 8.59% | 14.25% | 20.75% | Q2 2013 | Q4 2015 | 11 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 5 | 1 | 0.36% | 11.28% | 26.78% | Q2 2020 | Q3 2023 | 11 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 1 | 0.00% | 0.11% | 0.31% | Q2 2013 | Q1 2022 | 11 |
Pacer Advisors, Inc. | 3 | 1 | 0.00% | 0.46% | 2.73% | Q1 2015 | Q1 2020 | 11 |
THORNBURG INVESTMENT MANAGEMENT INC | 2 | 1 | 0.00% | 0.03% | 0.23% | Q4 2013 | Q4 2020 | 11 |
PRIVATE MANAGEMENT GROUP INC | 11 | 11 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q1 2023 | 11 |
Seven Bridges Advisors LLC | 11 | 11 | 9.09% | 34.17% | 100.00% | Q1 2016 | Q3 2018 | 11 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 5 | 1 | 0.02% | 0.25% | 1.82% | Q4 2017 | Q4 2022 | 11 |
Lincoln Capital LLC | 11 | 11 | 0.06% | 0.07% | 0.11% | Q1 2021 | Q3 2023 | 11 |
Ratio Wealth Group | 9 | 2 | 0.17% | 0.22% | 0.25% | Q4 2020 | Q3 2023 | 11 |
Donald L. Hagan, LLC | 4 | 1 | 0.00% | 1.24% | 4.68% | Q4 2014 | Q3 2023 | 11 |
PENN DAVIS MCFARLAND INC | 7 | 4 | 0.05% | 0.08% | 0.10% | Q3 2019 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 1.50% | 1.93% | 2.47% | Q1 2014 | Q1 2017 | 11 |
MASTERS CAPITAL MANAGEMENT LLC | 2 | 1 | 7.19% | 16.64% | 34.85% | Q2 2015 | Q2 2023 | 11 |
Gruss & Co., LLC | 5 | 1 | 0.73% | 15.43% | 93.32% | Q4 2014 | Q4 2021 | 11 |
Prostatis Group LLC | 8 | 3 | 0.16% | 1.27% | 5.55% | Q1 2020 | Q2 2023 | 11 |
Hayden Royal, LLC | 6 | 1 | 1.20% | 3.16% | 4.57% | Q4 2018 | Q4 2021 | 11 |
HighTower Trust Company, N.A. | 6 | 1 | 0.03% | 0.10% | 0.19% | Q4 2014 | Q1 2023 | 11 |
SIMMONS FIRST TRUST CO NA | 11 | 11 | 2.56% | 3.83% | 5.69% | Q2 2013 | Q4 2015 | 11 |
ABERDEEN ASSET MANAGEMENT PLC/UK | 7 | 4 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q2 2017 | 11 |
Oak Grove Capital LLC | 6 | 2 | 0.00% | 0.74% | 3.61% | Q1 2018 | Q3 2023 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.04% | 2.59% | 5.97% | Q2 2013 | Q4 2015 | 11 |
Cassady Schiller Wealth Management, LLC | 8 | 8 | 0.06% | 0.43% | 0.73% | Q4 2021 | Q3 2023 | 11 |
Activest Wealth Management | 11 | 11 | 24.98% | 30.53% | 37.55% | Q1 2021 | Q3 2023 | 11 |
Silver Rock Financial LP | 6 | 1 | 4.19% | 34.26% | 73.92% | Q4 2016 | Q4 2020 | 11 |
CYPRESS FINANCIAL PLANNING LLC | 6 | 6 | 0.00% | 1.43% | 2.68% | Q2 2022 | Q3 2023 | 11 |
First Bank & Trust | 9 | 1 | 0.03% | 0.16% | 1.39% | Q4 2017 | Q4 2022 | 11 |
Tandem Investment Advisors, Inc. | 11 | 11 | 0.02% | 0.04% | 0.07% | Q1 2021 | Q3 2023 | 11 |
KB FINANCIAL PARTNERS, LLC | 11 | 11 | 0.18% | 0.30% | 0.44% | Q1 2021 | Q3 2023 | 11 |
KENNICOTT CAPITAL MANAGEMENT LLC | 11 | 11 | 9.58% | 17.39% | 27.33% | Q1 2021 | Q3 2023 | 11 |
Main Management Fund Advisors LLC | 11 | 11 | 13.71% | 35.48% | 43.07% | Q1 2021 | Q3 2023 | 11 |
Fi3 FINANCIAL ADVISORS, LLC | 11 | 11 | 7.51% | 9.10% | 11.16% | Q1 2021 | Q3 2023 | 11 |
Pallas Capital Advisors LLC | 11 | 11 | 0.08% | 0.77% | 2.09% | Q1 2021 | Q3 2023 | 11 |
Hunting Hill Global Capital, LLC | 2 | 1 | 0.42% | 3.03% | 8.57% | Q3 2017 | Q2 2023 | 11 |
RIDGECREST WEALTH PARTNERS, LLC | 11 | 11 | 1.12% | 1.93% | 2.40% | Q1 2021 | Q3 2023 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 6.12% | 6.61% | 7.17% | Q1 2021 | Q3 2023 | 11 |
Summit Global Investments | 11 | 11 | 0.01% | 0.09% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.28% | 0.49% | 0.62% | Q4 2016 | Q3 2023 | 11 |
BRIDGES INVESTMENT COUNSEL INC/ | 9 | 2 | 0.05% | 0.07% | 0.08% | Q2 2013 | Q2 2016 | 11 |
Alaethes Wealth LLC | 11 | 11 | 0.25% | 0.38% | 0.66% | Q1 2021 | Q3 2023 | 11 |
ACCESS FINANCIAL SERVICES, INC. | 5 | 1 | 0.12% | 0.16% | 0.27% | Q3 2017 | Q2 2022 | 11 |
Paradigm, Strategies in Wealth Management, LLC | 11 | 11 | 2.06% | 2.73% | 3.47% | Q1 2021 | Q3 2023 | 11 |
EMFO, LLC | 10 | 10 | 0.39% | 2.76% | 3.83% | Q2 2021 | Q3 2023 | 11 |
Fermata Advisors, LLC | 11 | 11 | 0.18% | 0.55% | 1.10% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 1.12% | 1.39% | 1.58% | Q1 2021 | Q3 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.23% | 0.28% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Gs Investments, Inc. | 6 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 11 |
Rollins Financial | 8 | 3 | 0.67% | 0.99% | 1.56% | Q4 2020 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 1.81% | 2.11% | 2.49% | Q4 2017 | Q2 2020 | 11 |
Bell & Brown Wealth Advisors, LLC | 4 | 1 | 0.10% | 0.16% | 0.22% | Q4 2017 | Q1 2022 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 2.10% | 3.15% | 4.70% | Q4 2017 | Q2 2020 | 11 |
Huber Financial Advisors, LLC | 10 | 10 | 0.01% | 0.27% | 0.84% | Q4 2017 | Q1 2020 | 11 |
GRIES FINANCIAL LLC | 11 | 11 | 0.08% | 2.70% | 4.23% | Q1 2021 | Q3 2023 | 11 |
Blue Chip Wealth Management, Inc. | 11 | 11 | 1.28% | 1.74% | 2.23% | Q1 2018 | Q3 2020 | 11 |
Quad-Cities Investment Group, LLC | 7 | 4 | 0.15% | 0.18% | 0.43% | Q4 2020 | Q3 2023 | 11 |
Swaine & Leidel Wealth Services, LLC | 10 | 1 | 2.71% | 3.37% | 4.30% | Q4 2018 | Q1 2022 | 11 |
MBA Advisors LLC | 11 | 11 | 0.64% | 1.04% | 1.48% | Q1 2021 | Q3 2023 | 11 |
Robbins Farley | 5 | 1 | 0.01% | 1.87% | 4.75% | Q1 2021 | Q3 2023 | 11 |
INHERENT GROUP, LP | 9 | 9 | 1.95% | 19.74% | 45.25% | Q1 2021 | Q1 2023 | 11 |
Antara Capital LP | 5 | 1 | 3.43% | 10.17% | 19.76% | Q2 2020 | Q3 2023 | 11 |
Strategic Wealth Management Group, LLC | 11 | 11 | 0.74% | 0.92% | 1.09% | Q4 2018 | Q2 2021 | 11 |
Nachman Norwood & Parrott, Inc | 11 | 11 | 0.14% | 0.20% | 0.25% | Q4 2018 | Q2 2021 | 11 |
AIA Investment Management Private Ltd | 11 | 11 | 12.67% | 19.85% | 29.05% | Q4 2017 | Q2 2020 | 11 |
Hudson Portfolio Management LLC | 11 | 11 | 1.02% | 1.25% | 1.42% | Q1 2021 | Q3 2023 | 11 |
EASTERLY INVESTMENT PARTNERS LLC | 6 | 1 | 0.00% | 0.19% | 0.80% | Q3 2020 | Q2 2023 | 11 |
Hoover Financial Advisors, Inc. | 11 | 11 | 0.85% | 1.80% | 2.86% | Q4 2018 | Q2 2021 | 11 |
Semmax Financial Advisors Inc. | 10 | 1 | 0.00% | 0.05% | 0.36% | Q4 2018 | Q3 2023 | 11 |
Ferguson Shapiro LLC | 10 | 1 | 0.34% | 2.51% | 10.87% | Q4 2019 | Q3 2023 | 11 |
Leelyn Smith, LLC | 6 | 1 | 0.00% | 0.02% | 0.08% | Q4 2019 | Q4 2022 | 11 |
OneAscent Financial Services LLC | 7 | 1 | 0.10% | 1.98% | 7.99% | Q3 2019 | Q3 2023 | 11 |
Marcum Wealth, LLC | 11 | 11 | 0.11% | 0.30% | 0.64% | Q1 2021 | Q3 2023 | 11 |
tru Independence LLC | 6 | 2 | 0.07% | 0.20% | 0.30% | Q4 2019 | Q3 2023 | 11 |
Sierra Capital LLC | 11 | 11 | 0.93% | 2.04% | 3.40% | Q1 2021 | Q3 2023 | 11 |
Beck Bode, LLC | 6 | 1 | 0.06% | 0.28% | 1.01% | Q3 2020 | Q3 2023 | 11 |
Cornerstone Retirement Group, Inc. | 11 | 11 | 38.43% | 46.25% | 51.83% | Q1 2021 | Q3 2023 | 11 |
Laidlaw Wealth Management LLC | 9 | 1 | 0.17% | 0.57% | 0.85% | Q4 2019 | Q3 2023 | 11 |
Minot Wealth Management LLC | 11 | 11 | 1.74% | 3.61% | 5.81% | Q4 2019 | Q2 2022 | 11 |
AAFMAA Wealth Management & Trust LLC | 6 | 5 | 0.25% | 0.50% | 2.35% | Q4 2020 | Q3 2023 | 11 |
Alhambra Investment Management LLC | 11 | 11 | 0.16% | 0.39% | 0.50% | Q4 2019 | Q2 2022 | 11 |
MATTERN CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.15% | 0.22% | 0.26% | Q1 2021 | Q3 2023 | 11 |
Westshore Wealth, LLC | 10 | 1 | 8.32% | 15.15% | 22.22% | Q4 2019 | Q2 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.24% | 0.33% | 0.41% | Q4 2019 | Q2 2022 | 11 |
Grant/GrossMendelsohn, LLC | 9 | 2 | 0.29% | 0.36% | 0.49% | Q4 2020 | Q3 2023 | 11 |
Navalign, LLC | 11 | 11 | 0.27% | 0.38% | 0.49% | Q1 2021 | Q3 2023 | 11 |
Lebenthal Global Advisors, LLC | 7 | 4 | 1.62% | 6.18% | 11.84% | Q4 2020 | Q3 2023 | 11 |
MTC Wealth Management LLC | 11 | 11 | 10.85% | 13.98% | 27.73% | Q1 2021 | Q3 2023 | 11 |
State of Wyoming | 11 | 11 | 0.15% | 4.43% | 21.07% | Q1 2021 | Q3 2023 | 11 |
Fullen Financial Group | 11 | 11 | 0.13% | 0.16% | 0.19% | Q3 2020 | Q1 2023 | 11 |
CFS Investment Advisory Services, LLC | 10 | 1 | 0.16% | 0.26% | 0.58% | Q4 2020 | Q3 2023 | 11 |
BCGM Wealth Management, LLC | 11 | 11 | 0.19% | 0.23% | 0.28% | Q1 2021 | Q3 2023 | 11 |
Audent Global Asset Management, LLC | 8 | 8 | 2.70% | 9.56% | 22.90% | Q4 2021 | Q3 2023 | 11 |
Crew Capital Management, Ltd. | 11 | 11 | 0.37% | 0.50% | 0.61% | Q1 2021 | Q3 2023 | 11 |
CMG Global Holdings, LLC | 11 | 11 | 4.06% | 6.29% | 10.66% | Q1 2021 | Q3 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 20.66% | 23.15% | 25.79% | Q1 2021 | Q3 2023 | 11 |
Kaizen Financial Strategies | 9 | 2 | 1.42% | 5.11% | 8.92% | Q4 2020 | Q3 2023 | 11 |
STABLEFORD CAPITAL II LLC | 9 | 2 | 0.09% | 0.23% | 0.82% | Q1 2020 | Q2 2023 | 11 |
Newton One Investments LLC | 11 | 11 | 0.15% | 0.38% | 0.48% | Q1 2021 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.09% | 0.12% | 0.20% | Q4 2020 | Q2 2023 | 11 |
Fountainhead AM, LLC | 11 | 11 | 0.21% | 0.25% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.26% | 0.35% | 0.50% | Q4 2020 | Q3 2023 | 11 |
LMR Partners LLP | 5 | 1 | 0.13% | 7.56% | 20.19% | Q2 2019 | Q3 2023 | 10 |
Endurant Capital Management LP | 4 | 1 | 1.31% | 8.63% | 23.70% | Q1 2019 | Q2 2023 | 10 |
Context Capital Management, LLC | 5 | 1 | 0.17% | 1.89% | 5.35% | Q3 2015 | Q4 2018 | 10 |
Bordeaux Wealth Advisors LLC | 7 | 1 | 0.14% | 0.29% | 0.62% | Q4 2020 | Q3 2023 | 10 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 10 | 10 | 0.21% | 0.38% | 0.72% | Q4 2017 | Q1 2020 | 10 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.02% | 1.47% | 2.96% | Q3 2021 | Q3 2023 | 10 |
New England Investment & Retirement Group, Inc. | 7 | 1 | 0.03% | 3.23% | 9.16% | Q4 2015 | Q3 2021 | 10 |
Sassicaia Capital Advisers LLC | 7 | 3 | 1.84% | 10.95% | 31.25% | Q4 2020 | Q2 2023 | 10 |
LionEye Capital Management LLC | 8 | 1 | 3.13% | 17.37% | 38.11% | Q2 2013 | Q3 2015 | 10 |
Fairfield University | 10 | 10 | 57.37% | 65.58% | 72.40% | Q4 2015 | Q1 2018 | 10 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.01% | 0.15% | 0.68% | Q2 2022 | Q3 2023 | 10 |
City Financial Investment Co Ltd | 7 | 7 | 0.05% | 3.02% | 13.90% | Q1 2017 | Q3 2018 | 10 |
NORTH POINT PORTFOLIO MANAGERS CORP/OH | 9 | 1 | 0.03% | 0.04% | 0.04% | Q3 2018 | Q4 2022 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 2.27% | 4.49% | Q4 2018 | Q2 2022 | 10 |
CFO4Life, L.P. | 9 | 1 | 0.22% | 5.64% | 14.46% | Q4 2014 | Q4 2022 | 10 |
STEELHEAD PARTNERS LLC | 9 | 1 | 0.00% | 0.12% | 0.48% | Q2 2013 | Q2 2016 | 10 |
MMA ASSET MANAGEMENT LLC | 6 | 4 | 0.15% | 0.19% | 0.24% | Q4 2020 | Q3 2023 | 10 |
SEIZERT CAPITAL PARTNERS, LLC | 9 | 1 | 0.01% | 0.05% | 0.28% | Q4 2015 | Q4 2019 | 10 |
Mader & Shannon Wealth Management, Inc. | 3 | 1 | 0.15% | 6.63% | 12.82% | Q1 2016 | Q2 2023 | 10 |
Sageworth Trust Co of South Dakota | 10 | 10 | 0.20% | 0.45% | 0.80% | Q4 2020 | Q1 2023 | 10 |
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Rock Point Advisors, LLC | 9 | 1 | 0.10% | 0.11% | 0.13% | Q1 2017 | Q4 2019 | 10 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 5 | 1 | 0.27% | 0.36% | 0.45% | Q4 2020 | Q3 2023 | 10 |
MBL Wealth, LLC | 7 | 1 | 10.73% | 12.69% | 15.39% | Q4 2020 | Q3 2023 | 10 |
Weyland Capital Management, LLC | 10 | 10 | 1.89% | 2.49% | 3.70% | Q1 2014 | Q2 2016 | 10 |
Financial Avengers, Inc. | 10 | 10 | 0.02% | 0.08% | 0.12% | Q1 2021 | Q2 2023 | 10 |
ARMOR ADVISORS, L.L.C. | 5 | 1 | 8.02% | 31.61% | 85.28% | Q1 2020 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.46% | 0.64% | 1.10% | Q1 2021 | Q3 2023 | 10 |
Allegis Investment Advisors, LLC | 10 | 10 | 0.14% | 0.33% | 0.59% | Q4 2015 | Q1 2018 | 10 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 1.10% | 8.69% | 18.98% | Q4 2021 | Q3 2023 | 10 |
SVB Investment Services Inc. | 10 | 10 | 1.09% | 1.38% | 2.13% | Q4 2019 | Q1 2022 | 10 |
Triasima Portfolio Management inc. | 10 | 10 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2023 | 10 |
Gateway Advisory, LLC | 5 | 1 | 0.10% | 0.37% | 1.33% | Q4 2015 | Q4 2022 | 10 |
Gramercy Funds Management LLC | 3 | 1 | 0.03% | 6.27% | 21.95% | Q2 2013 | Q2 2020 | 10 |
Orion Capital Management LLC | 9 | 1 | 0.00% | 0.11% | 0.32% | Q4 2020 | Q3 2023 | 10 |
Artal Group S.A. | 8 | 1 | 0.96% | 5.47% | 10.10% | Q2 2013 | Q1 2018 | 10 |
Financial Advantage, Inc. | 9 | 1 | 0.06% | 0.13% | 0.16% | Q3 2019 | Q2 2022 | 10 |
HHG & Company, LLC | 7 | 3 | 0.40% | 1.31% | 2.08% | Q2 2013 | Q1 2016 | 10 |
Tempus Wealth Planning, LLC | 10 | 10 | 0.62% | 0.85% | 1.13% | Q2 2021 | Q3 2023 | 10 |
Diligent Investors, LLC | 8 | 2 | 0.12% | 0.25% | 0.58% | Q4 2014 | Q3 2023 | 10 |
Catalyst Capital Advisors LLC | 5 | 1 | 0.00% | 0.64% | 4.92% | Q2 2014 | Q3 2023 | 10 |
Sands Capital Management | 8 | 1 | 0.00% | 0.12% | 0.26% | Q1 2014 | Q3 2019 | 10 |
Rosenberg Matthew Hamilton | 9 | 1 | 0.01% | 0.06% | 0.10% | Q1 2020 | Q3 2022 | 10 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 10 | 10 | 0.39% | 1.24% | 2.72% | Q2 2015 | Q3 2017 | 10 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 3 | 1 | 0.02% | 0.07% | 0.32% | Q2 2013 | Q1 2019 | 10 |
Amici Capital, LLC | 4 | 3 | 0.59% | 3.57% | 6.98% | Q4 2013 | Q3 2015 | 10 |
VCU Investment Management Co | 10 | 10 | 2.53% | 19.17% | 37.83% | Q4 2016 | Q1 2019 | 10 |
Aberdeen Wealth Management LLC | 5 | 1 | 0.40% | 1.60% | 6.80% | Q4 2019 | Q2 2023 | 10 |
SQUADRA INVESTMENTS - GESTAO DE RECURSOS LTDA. | 9 | 9 | 0.01% | 0.76% | 2.97% | Q3 2021 | Q3 2023 | 10 |
Eagle Bay Advisors LLC | 10 | 10 | 0.02% | 0.28% | 0.62% | Q2 2021 | Q3 2023 | 10 |
QVR LLC | 2 | 1 | 0.79% | 8.86% | 25.98% | Q2 2018 | Q2 2023 | 10 |
L2 Asset Management, LLC | 5 | 1 | 0.04% | 5.15% | 20.75% | Q4 2019 | Q4 2022 | 10 |
Kozak & Associates, Inc. | 9 | 1 | 14.85% | 25.80% | 32.95% | Q4 2020 | Q3 2023 | 10 |
SPRINGOWL ASSOCIATES LLC | 5 | 2 | 1.34% | 6.40% | 13.58% | Q3 2016 | Q4 2019 | 10 |
Triumph Capital Management | 10 | 10 | 3.62% | 5.16% | 6.90% | Q2 2021 | Q3 2023 | 10 |
Comprehensive Financial Consultants Institutional, Inc. | 8 | 8 | 0.09% | 0.41% | 0.50% | Q4 2021 | Q3 2023 | 10 |
Adams Chetwood Wealth Management LLC | 10 | 10 | 0.78% | 1.10% | 1.49% | Q4 2019 | Q1 2022 | 10 |
Bridgewater Advisors Inc. | 6 | 1 | 0.52% | 0.86% | 1.09% | Q4 2013 | Q3 2023 | 10 |
LANSDOWNE PARTNERS (UK) LLP | 2 | 1 | 0.05% | 0.21% | 0.39% | Q2 2015 | Q2 2018 | 10 |
IMC-Chicago, LLC | 4 | 1 | 0.04% | 2.83% | 16.30% | Q3 2019 | Q3 2023 | 10 |
SWMG, LLC | 6 | 4 | 0.27% | 0.45% | 0.75% | Q4 2020 | Q2 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.68% | 0.90% | 1.28% | Q2 2013 | Q3 2015 | 10 |
Convergent Wealth Advisors | 10 | 10 | 1.54% | 2.21% | 3.96% | Q2 2013 | Q3 2015 | 10 |
Clearshares LLC | 4 | 3 | 1.06% | 2.01% | 2.76% | Q4 2018 | Q4 2021 | 10 |
Taylor, Cottrill LLC | 10 | 10 | 0.12% | 0.14% | 0.19% | Q3 2013 | Q4 2015 | 10 |
Worth Venture Partners, LLC | 4 | 1 | 0.00% | 0.35% | 1.44% | Q4 2016 | Q4 2018 | 10 |
VAUGHAN & Co SECURITIES, INC. | 10 | 10 | 0.24% | 0.42% | 0.70% | Q2 2021 | Q3 2023 | 10 |
XY Capital Ltd | 4 | 4 | 0.96% | 4.26% | 9.58% | Q4 2022 | Q3 2023 | 10 |
Accurate Wealth Management, LLC | 10 | 10 | 0.42% | 1.27% | 2.43% | Q2 2021 | Q3 2023 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2015 | 10 |
SEAVIEW INVESTMENT MANAGERS LLC | 8 | 2 | 0.03% | 3.72% | 5.55% | Q3 2020 | Q3 2023 | 10 |
MAS Advisors LLC | 8 | 8 | 0.11% | 4.96% | 9.09% | Q4 2021 | Q3 2023 | 10 |
PIERSHALE FINANCIAL GROUP, INC. | 4 | 1 | 0.00% | 0.04% | 0.17% | Q3 2013 | Q2 2023 | 10 |
IQ EQ FUND MANAGEMENT (IRELAND) Ltd | 10 | 10 | 0.14% | 0.51% | 0.99% | Q4 2014 | Q1 2017 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q1 2023 | 10 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 6 | 4 | 2.88% | 4.04% | 5.67% | Q1 2021 | Q3 2023 | 10 |
BCK CAPITAL MANAGEMENT LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 10 |
AdvicePeriod, LLC | 10 | 10 | 1.06% | 1.63% | 1.96% | Q4 2017 | Q1 2020 | 10 |
Constellation Wealth Advisors, LLC | 10 | 10 | 13.65% | 18.27% | 21.79% | Q2 2013 | Q3 2015 | 10 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 5 | 1 | 0.78% | 7.30% | 13.90% | Q4 2013 | Q4 2021 | 10 |
Polianta Ltd | 6 | 1 | 1.76% | 4.73% | 8.54% | Q4 2016 | Q3 2023 | 10 |
SPX Gestao de Recursos Ltda | 3 | 1 | 0.07% | 13.35% | 57.32% | Q2 2017 | Q3 2023 | 10 |
MILLIE CAPITAL MANAGEMENT, LLC | 10 | 10 | 0.48% | 0.98% | 1.74% | Q3 2015 | Q4 2017 | 10 |
FURE FINANCIAL CORP | 9 | 1 | 0.00% | 5.19% | 7.72% | Q4 2019 | Q2 2022 | 10 |
Antonetti Capital Management LLC | 5 | 1 | 0.00% | 0.21% | 0.52% | Q2 2010 | Q1 2023 | 10 |
Central Asset Investments & Management Holdings (HK) Ltd | 2 | 1 | 1.73% | 7.20% | 13.07% | Q4 2012 | Q3 2022 | 10 |
Cadent Capital Advisors, LLC | 5 | 5 | 0.04% | 4.26% | 14.24% | Q3 2022 | Q3 2023 | 10 |
SYMONS CAPITAL MANAGEMENT INC | 10 | 10 | 0.39% | 0.79% | 1.23% | Q2 2017 | Q3 2019 | 10 |
Lester Murray Antman dba SimplyRich | 8 | 2 | 0.09% | 0.14% | 0.15% | Q4 2020 | Q2 2023 | 10 |
Crow Point Partners, LLC | 9 | 9 | 0.15% | 0.67% | 2.64% | Q4 2017 | Q4 2019 | 10 |
Better Money Decisions, LLC | 10 | 10 | 0.25% | 0.39% | 0.52% | Q2 2021 | Q3 2023 | 10 |
Suncoast Equity Management | 4 | 1 | 0.03% | 0.13% | 0.44% | Q4 2016 | Q3 2023 | 10 |
MACRO Consulting Group | 8 | 2 | 0.20% | 0.45% | 0.59% | Q4 2018 | Q2 2021 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.31% | 0.58% | 0.78% | Q4 2020 | Q3 2023 | 10 |
Clear Perspectives Financial Planning, LLC | 10 | 10 | 0.95% | 1.33% | 1.74% | Q4 2020 | Q1 2023 | 10 |
NEW YORK LIFE INSURANCE CO | 6 | 4 | 43.24% | 58.60% | 74.20% | Q1 2017 | Q3 2023 | 10 |
Human Investing LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2021 | 10 |
Stewardship Advisors, LLC | 10 | 10 | 0.10% | 0.13% | 0.16% | Q2 2021 | Q3 2023 | 10 |
Syverson Strege & Co | 10 | 10 | 0.02% | 0.06% | 0.25% | Q4 2020 | Q1 2023 | 10 |
Fortress Wealth Group, LLC | 10 | 10 | 4.06% | 4.77% | 5.78% | Q2 2021 | Q3 2023 | 10 |
First Bancorp, Inc /ME/ | 9 | 1 | 0.57% | 0.71% | 0.85% | Q1 2021 | Q3 2023 | 10 |
Palo Capital, Inc. | 9 | 1 | 0.54% | 0.75% | 1.07% | Q4 2015 | Q4 2018 | 10 |
Planned Solutions, Inc. | 4 | 3 | 0.16% | 0.20% | 0.34% | Q3 2020 | Q2 2023 | 10 |
Schooner Investment Group, LLC. | 9 | 1 | 0.13% | 2.00% | 5.64% | Q1 2014 | Q3 2016 | 10 |
Gray Wealth Management Inc. | 4 | 2 | 0.12% | 0.14% | 0.18% | Q2 2020 | Q3 2023 | 10 |
Blue Barn Wealth, LLC | 10 | 10 | 0.22% | 0.29% | 0.38% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.61% | 0.93% | 1.72% | Q2 2021 | Q3 2023 | 10 |
Clearview Wealth Advisors LLC | 10 | 10 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q2 2023 | 10 |
BAKER BOYER NATIONAL BANK | 8 | 1 | 0.37% | 0.57% | 1.88% | Q1 2018 | Q3 2023 | 10 |
BlueCrest Capital Management LLP | 5 | 5 | 0.10% | 10.76% | 34.30% | Q2 2013 | Q2 2014 | 10 |
Forester Capital Management, LTD | 10 | 10 | 0.04% | 1.45% | 3.97% | Q4 2013 | Q1 2016 | 10 |
RELATIONAL INVESTORS LLC | 10 | 10 | 0.17% | 2.23% | 6.46% | Q2 2013 | Q3 2015 | 10 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 4 | 2 | 0.21% | 0.86% | 3.13% | Q2 2013 | Q1 2019 | 10 |
Diversified, LLC | 9 | 1 | 0.06% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 10 |
Rockwood Wealth Management, LLC | 4 | 3 | 0.04% | 0.11% | 0.19% | Q4 2021 | Q3 2023 | 10 |
Faithward Advisors, LLC | 6 | 1 | 0.05% | 0.12% | 0.33% | Q3 2020 | Q3 2023 | 10 |
Corvex Management LP | 2 | 1 | 0.09% | 9.91% | 37.18% | Q3 2014 | Q3 2022 | 10 |
Rappaport Reiches Capital Management, LLC | 10 | 10 | 1.18% | 1.37% | 2.00% | Q2 2021 | Q3 2023 | 10 |
WealthTrust Asset Management, LLC | 10 | 10 | 0.37% | 3.16% | 7.92% | Q2 2021 | Q3 2023 | 10 |
MM Capital LLC | 5 | 1 | 2.81% | 24.27% | 93.55% | Q4 2017 | Q2 2020 | 10 |
Lakeshore Capital, LLC | 10 | 10 | 0.26% | 0.46% | 0.79% | Q2 2013 | Q3 2015 | 10 |
Tamarack Capital Management, LLC | 5 | 3 | 9.47% | 16.68% | 26.69% | Q3 2013 | Q3 2015 | 10 |
Ascension Capital Advisors, Inc. | 5 | 1 | 0.34% | 3.40% | 7.85% | Q4 2019 | Q3 2023 | 10 |
Andromeda Capital LLC | 5 | 5 | 0.00% | 4.51% | 16.97% | Q2 2013 | Q2 2014 | 10 |
Bank of New Hampshire | 10 | 10 | 1.51% | 1.75% | 2.00% | Q2 2021 | Q3 2023 | 10 |
Hoxton Financial, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q1 2016 | 10 |
One Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.07% | 0.26% | Q4 2017 | Q4 2022 | 10 |
Ursa Fund Management, LLC | 2 | 1 | 0.01% | 13.42% | 40.27% | Q4 2016 | Q1 2023 | 10 |
Financial & Tax Architects, LLC | 7 | 3 | 0.08% | 2.58% | 6.10% | Q1 2021 | Q3 2023 | 10 |
AUGUSTINE ASSET MANAGEMENT INC | 4 | 3 | 0.15% | 1.86% | 12.59% | Q4 2013 | Q3 2023 | 10 |
FACTORY MUTUAL INSURANCE CO | 6 | 1 | 0.25% | 2.12% | 4.83% | Q1 2019 | Q3 2023 | 10 |
SMI Advisory Services, LLC | 9 | 1 | 0.45% | 6.09% | 17.98% | Q1 2021 | Q3 2023 | 10 |
Jetstream Capital LLC | 6 | 2 | 1.34% | 42.64% | 79.13% | Q3 2013 | Q3 2015 | 9 |
ORSER CAPITAL MANAGEMENT, LLC | 9 | 9 | 0.23% | 0.40% | 1.12% | Q4 2017 | Q4 2019 | 9 |
DOCK STREET ASSET MANAGEMENT INC | 8 | 1 | 0.10% | 0.20% | 0.81% | Q2 2017 | Q3 2023 | 9 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 2 | 1 | 0.29% | 4.18% | 10.53% | Q1 2014 | Q3 2022 | 9 |
Olympiad Research LP | 9 | 9 | 0.11% | 0.67% | 1.59% | Q1 2020 | Q1 2022 | 9 |
Empirical Finance, LLC | 6 | 1 | 0.05% | 0.90% | 1.90% | Q4 2016 | Q3 2020 | 9 |
REINHART PARTNERS, LLC. | 8 | 1 | 0.02% | 0.10% | 0.12% | Q2 2013 | Q3 2015 | 9 |
Howard Capital Management Inc. | 4 | 1 | 0.02% | 0.10% | 0.23% | Q4 2017 | Q1 2023 | 9 |
One River Asset Management, LLC | 4 | 4 | 0.00% | 2.75% | 22.38% | Q4 2022 | Q3 2023 | 9 |
MSF Capital, LLC | 7 | 2 | 0.12% | 0.42% | 2.30% | Q2 2013 | Q3 2015 | 9 |
Freestate Advisors LLC | 4 | 2 | 13.11% | 41.36% | 69.46% | Q1 2019 | Q3 2021 | 9 |
626 Financial, LLC | 8 | 1 | 0.55% | 0.58% | 0.59% | Q1 2021 | Q3 2023 | 9 |
LITTLEJOHN & CO LLC | 3 | 1 | 0.00% | 0.43% | 2.04% | Q1 2021 | Q1 2023 | 9 |
Israel Discount Bank of New York | 9 | 9 | 0.04% | 0.17% | 0.39% | Q1 2017 | Q1 2019 | 9 |
PROSPECTOR PARTNERS LLC | 6 | 1 | 0.04% | 0.65% | 1.16% | Q2 2013 | Q3 2017 | 9 |
Deane Retirement Strategies, Inc. | 5 | 4 | 0.00% | 6.46% | 12.56% | Q3 2016 | Q4 2018 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.04% | 0.14% | 0.36% | Q3 2021 | Q3 2023 | 9 |
Vista Private Wealth Partners. LLC | 5 | 1 | 0.08% | 0.20% | 0.30% | Q3 2017 | Q4 2021 | 9 |
Community Bank of Raymore | 5 | 4 | 0.06% | 0.08% | 0.11% | Q1 2021 | Q3 2023 | 9 |
Deep Field Asset Management LLC | 7 | 1 | 10.98% | 28.79% | 54.20% | Q4 2018 | Q3 2022 | 9 |
Optiver US LLC | 6 | 1 | 0.08% | 1.23% | 2.64% | Q3 2017 | Q2 2020 | 9 |
FT Options LLC | 5 | 1 | 0.01% | 0.13% | 0.54% | Q1 2016 | Q3 2017 | 9 |
BANCORPSOUTH INC | 7 | 2 | 0.02% | 0.04% | 0.05% | Q4 2014 | Q3 2017 | 9 |
AKANTHOS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.26% | 11.05% | 37.96% | Q2 2013 | Q2 2016 | 9 |
Appaloosa LP | 5 | 1 | 0.08% | 9.99% | 57.60% | Q1 2016 | Q2 2019 | 9 |
Stratos Investment Management, LLC | 9 | 9 | 0.14% | 0.16% | 0.18% | Q3 2021 | Q3 2023 | 9 |
Sky Investment Group LLC | 9 | 9 | 0.46% | 0.49% | 0.52% | Q3 2021 | Q3 2023 | 9 |
Financial Council Asset Management Inc | 9 | 9 | 0.56% | 0.98% | 1.24% | Q3 2021 | Q3 2023 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 0.18% | 2.17% | 3.70% | Q4 2019 | Q4 2021 | 9 |
Cougar Global Investments Ltd | 9 | 9 | 0.00% | 12.11% | 23.77% | Q1 2016 | Q1 2018 | 9 |
Badgley Phelps Wealth Managers, LLC | 9 | 9 | 0.18% | 0.19% | 0.21% | Q3 2021 | Q3 2023 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.44% | 0.69% | 0.82% | Q3 2021 | Q3 2023 | 9 |
Highmount Capital, LLC | 9 | 9 | 8.80% | 11.42% | 15.81% | Q2 2013 | Q2 2015 | 9 |
Bristol Gate Capital Partners Inc. | 6 | 1 | 0.02% | 0.36% | 1.20% | Q4 2019 | Q1 2023 | 9 |
Concentrum Wealth Management | 2 | 1 | 0.03% | 1.09% | 2.95% | Q4 2020 | Q3 2022 | 9 |
MOODY NATIONAL BANK TRUST DIVISION | 6 | 3 | 0.00% | 0.56% | 0.98% | Q3 2018 | Q3 2023 | 9 |
AM INVESTMENT STRATEGIES LLC | 8 | 1 | 0.01% | 0.13% | 0.22% | Q2 2020 | Q3 2023 | 9 |
Birchcreek Wealth Management, LLC | 8 | 1 | 0.13% | 0.39% | 0.54% | Q4 2020 | Q3 2023 | 9 |
Portfolio Strategies Inc | 5 | 1 | 0.03% | 2.07% | 6.41% | Q4 2013 | Q4 2017 | 9 |
Bridgewater Wealth & Financial Management, LLC | 8 | 1 | 0.48% | 0.51% | 0.54% | Q4 2014 | Q2 2017 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 0.13% | 0.38% | 0.53% | Q3 2021 | Q3 2023 | 9 |
Boxwood Ventures, Inc. | 9 | 9 | 15.04% | 19.12% | 21.91% | Q3 2021 | Q3 2023 | 9 |
BancFirst Trust & Investment Management | 9 | 9 | 0.35% | 0.48% | 0.58% | Q4 2021 | Q4 2023 | 9 |
Miramar Fiduciary Corp | 5 | 4 | 0.96% | 9.31% | 23.56% | Q4 2018 | Q3 2021 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 0.10% | 0.15% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Koss-Olinger Consulting, LLC | 8 | 1 | 0.09% | 0.23% | 0.33% | Q1 2021 | Q3 2023 | 9 |
McElhenny Sheffield Capital Management, LLC | 9 | 9 | 0.58% | 4.30% | 12.16% | Q3 2021 | Q3 2023 | 9 |
Curi Wealth Management, LLC | 8 | 1 | 0.01% | 0.12% | 0.22% | Q4 2020 | Q3 2023 | 9 |
Ackerman Capital Advisors, LLC | 6 | 1 | 0.01% | 0.77% | 5.74% | Q2 2017 | Q4 2019 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.07% | 0.12% | 0.17% | Q2 2013 | Q2 2015 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 0.66% | 0.92% | 1.76% | Q4 2020 | Q4 2022 | 9 |
Navigation Wealth Management, Inc. | 5 | 1 | 0.38% | 64.83% | 100.00% | Q4 2020 | Q2 2023 | 9 |
Beacon Wealthcare, Inc | 9 | 9 | 0.26% | 0.84% | 1.37% | Q4 2018 | Q4 2020 | 9 |
McBroom & Associates, LLC | 9 | 9 | 1.18% | 1.58% | 2.06% | Q4 2021 | Q4 2023 | 9 |
Providence First Trust Co | 9 | 9 | 0.85% | 1.25% | 2.42% | Q3 2021 | Q3 2023 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.82% | 0.90% | 0.97% | Q4 2021 | Q4 2023 | 9 |
MENLO ADVISORS LLC | 6 | 1 | 0.11% | 0.36% | 0.58% | Q4 2015 | Q3 2023 | 9 |
Centenus Global Management, LP | 5 | 3 | 2.11% | 4.85% | 9.35% | Q4 2017 | Q4 2019 | 9 |
Integrated Wealth Management | 9 | 9 | 0.46% | 0.74% | 1.22% | Q1 2015 | Q1 2017 | 9 |
Boston Common Asset Management, LLC | 4 | 1 | 0.00% | 0.07% | 0.20% | Q3 2013 | Q2 2020 | 9 |
Next Level Private LLC | 8 | 8 | 0.25% | 3.69% | 5.39% | Q4 2021 | Q3 2023 | 9 |
JANUS HENDERSON INVESTORS US LLC | 4 | 3 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q1 2017 | 9 |
AMF Tjanstepension AB | 9 | 9 | 0.50% | 0.53% | 0.57% | Q4 2014 | Q4 2016 | 9 |
Sequoia Wealth Management, LLC | 8 | 8 | 0.00% | 0.88% | 1.89% | Q4 2017 | Q3 2019 | 9 |
Walker Asset Management, LLC | 9 | 9 | 0.19% | 0.25% | 0.31% | Q4 2021 | Q4 2023 | 9 |
Waypoint Capital Advisors, LLC | 8 | 8 | 0.04% | 2.14% | 3.89% | Q4 2021 | Q3 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.02% | 0.04% | 0.05% | Q4 2019 | Q4 2021 | 9 |
Varma Mutual Pension Insurance Co | 9 | 9 | 1.53% | 8.37% | 24.46% | Q4 2017 | Q4 2019 | 9 |
Green Owl Capital Management, LLC | 3 | 3 | 0.00% | 0.80% | 2.60% | Q4 2014 | Q2 2016 | 9 |
ADVISORS MANAGEMENT GROUP INC /ADV | 4 | 1 | 0.07% | 0.08% | 0.11% | Q4 2017 | Q3 2023 | 9 |
TMD Wealth Management, LLC | 9 | 9 | 0.09% | 0.36% | 0.88% | Q3 2021 | Q3 2023 | 9 |
Bluesphere Advisors, LLC | 6 | 1 | 0.22% | 0.31% | 0.37% | Q4 2020 | Q3 2023 | 9 |
Rampart Investment Management Company, LLC | 6 | 3 | 0.02% | 30.84% | 65.29% | Q4 2014 | Q2 2017 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.75% | 1.00% | 1.31% | Q3 2021 | Q3 2023 | 9 |
Heard Capital LLC | 6 | 1 | 0.08% | 0.56% | 1.86% | Q1 2020 | Q3 2023 | 9 |
Forty4 Asset Management LLC | 4 | 4 | 0.10% | 1.79% | 8.21% | Q2 2013 | Q1 2014 | 9 |
Chemistry Wealth Management LLC | 8 | 8 | 0.25% | 0.89% | 5.39% | Q4 2021 | Q3 2023 | 9 |
Psagot Value Holdings Ltd. / (Israel) | 9 | 9 | 0.24% | 1.46% | 2.56% | Q3 2021 | Q3 2023 | 9 |
CEDAR CAPITAL, LLC | 4 | 1 | 0.13% | 2.46% | 16.77% | Q4 2015 | Q1 2019 | 9 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 8 | 1 | 0.59% | 3.34% | 16.85% | Q4 2020 | Q1 2023 | 9 |
JUMP TRADING, LLC | 3 | 3 | 0.68% | 18.24% | 44.41% | Q2 2019 | Q4 2019 | 9 |
IMPACTfolio, LLC | 9 | 9 | 0.20% | 0.28% | 0.39% | Q4 2021 | Q4 2023 | 9 |
CAPITAL ONE FINANCIAL CORP | 9 | 9 | 0.84% | 1.53% | 3.53% | Q1 2020 | Q1 2022 | 9 |
Cerro Pacific Wealth Advisors LLC | 8 | 1 | 0.42% | 0.65% | 1.31% | Q4 2020 | Q1 2023 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 3.85% | 7.01% | 12.68% | Q3 2021 | Q3 2023 | 9 |
QUATTRO FINANCIAL ADVISORS LLC | 6 | 1 | 0.02% | 1.74% | 4.38% | Q1 2017 | Q3 2023 | 9 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.04% | 2.78% | 3.47% | Q4 2021 | Q3 2023 | 9 |
Lion Street Advisors, LLC | 9 | 9 | 0.17% | 0.34% | 0.70% | Q3 2021 | Q3 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.05% | 0.19% | 0.31% | Q4 2019 | Q3 2023 | 9 |
Bromfield Sneider Wealth Advisors | 9 | 9 | 18.04% | 23.08% | 29.60% | Q4 2021 | Q4 2023 | 9 |
AWM CAPITAL, LLC | 9 | 9 | 0.17% | 0.34% | 0.59% | Q3 2021 | Q3 2023 | 9 |
PRECEPT MANAGEMENT LLC | 3 | 1 | 0.09% | 13.96% | 31.46% | Q1 2020 | Q3 2023 | 9 |
MANOR ROAD CAPITAL PARTNERS, LLC | 5 | 1 | 6.37% | 28.40% | 50.66% | Q4 2013 | Q2 2020 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.32% | 0.42% | 0.49% | Q4 2020 | Q4 2022 | 9 |
Agate Pass Investment Management, LLC | 9 | 9 | 0.97% | 1.09% | 1.29% | Q4 2021 | Q4 2023 | 9 |
Decatur Capital Management, Inc. | 9 | 9 | 0.19% | 0.23% | 0.25% | Q3 2021 | Q3 2023 | 9 |
Investors Financial Group, LLC | 9 | 9 | 1.88% | 2.55% | 3.03% | Q4 2019 | Q4 2021 | 9 |
True Link Financial Advisors, LLC | 7 | 2 | 0.00% | 0.08% | 0.12% | Q4 2020 | Q3 2023 | 9 |
Roof Eidam Maycock Peralta, LLC | 9 | 9 | 0.14% | 0.32% | 1.07% | Q3 2021 | Q3 2023 | 9 |
FIC CAPITAL INC | 9 | 9 | 0.08% | 0.10% | 0.11% | Q1 2015 | Q1 2017 | 9 |
LEO BROKERAGE, LLC | 5 | 2 | 0.14% | 0.23% | 0.47% | Q3 2020 | Q2 2023 | 9 |
Paragon Capital Management LLC | 3 | 1 | 0.04% | 0.18% | 0.82% | Q3 2015 | Q2 2022 | 9 |
Dentgroup LLC | 9 | 9 | 0.46% | 0.51% | 0.60% | Q4 2021 | Q4 2023 | 9 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 3 | 1 | 0.24% | 1.03% | 3.12% | Q2 2013 | Q2 2020 | 9 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.44% | 1.04% | Q4 2022 | Q3 2023 | 9 |
Chapman Investment Management, LLC | 9 | 9 | 0.42% | 0.59% | 0.74% | Q3 2021 | Q3 2023 | 9 |
McAlister, Sweet & Associates, Inc. | 9 | 9 | 0.86% | 3.92% | 6.94% | Q4 2021 | Q4 2023 | 9 |
Bickling Financial Services, Inc. | 9 | 9 | 1.73% | 3.04% | 7.32% | Q4 2020 | Q4 2022 | 9 |
BARING ASSET MANAGEMENT Ltd | 5 | 2 | 0.02% | 0.14% | 0.34% | Q3 2014 | Q3 2017 | 9 |
HARTLINE INVESTMENT CORP/ | 8 | 1 | 0.08% | 0.38% | 2.71% | Q4 2018 | Q3 2022 | 9 |
KETTLE HILL CAPITAL MANAGEMENT, LLC | 5 | 4 | 1.01% | 1.92% | 3.01% | Q2 2021 | Q3 2023 | 9 |
Point72 Middle East FZE | 4 | 4 | 0.48% | 1.86% | 4.13% | Q4 2022 | Q3 2023 | 9 |
LOWE BROCKENBROUGH & CO INC | 9 | 9 | 0.72% | 0.75% | 0.82% | Q3 2021 | Q3 2023 | 9 |
New Potomac Partners, LLC | 9 | 9 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q4 2019 | 9 |
OptiFour Integrated Wealth Management, LLC | 9 | 9 | 0.17% | 0.19% | 0.21% | Q4 2017 | Q4 2019 | 9 |
Reservoir Operations, L.P. | 9 | 9 | 0.27% | 0.32% | 0.37% | Q4 2013 | Q4 2015 | 9 |
Berry Street Capital Management LLP | 3 | 1 | 3.14% | 7.50% | 11.99% | Q4 2020 | Q3 2023 | 9 |
ENDICOTT MANAGEMENT CO | 5 | 1 | 0.76% | 30.93% | 67.81% | Q1 2016 | Q1 2022 | 9 |
TODD ASSET MANAGEMENT LLC | 3 | 1 | 0.02% | 0.10% | 0.22% | Q4 2014 | Q2 2023 | 9 |
SUSQUEHANNA TRUST & INVESTMENT CO | 9 | 9 | 1.14% | 1.28% | 1.40% | Q2 2013 | Q2 2015 | 9 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 18.41% | 29.31% | Q1 2022 | Q3 2023 | 9 |
Engineers Gate Manager LP | 4 | 1 | 0.07% | 0.49% | 0.94% | Q1 2015 | Q2 2023 | 9 |
HB Wealth Management, LLC | 8 | 8 | 0.02% | 2.04% | 2.50% | Q4 2021 | Q3 2023 | 9 |
Muzinich & Co., Inc. | 5 | 2 | 0.05% | 8.14% | 20.37% | Q4 2018 | Q3 2020 | 9 |
Portfolio Strategies, Inc. | 9 | 9 | 0.44% | 0.64% | 0.78% | Q4 2017 | Q4 2019 | 9 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 6 | 1 | 0.05% | 66.75% | 91.15% | Q1 2018 | Q4 2021 | 9 |
Astoria Strategic Wealth, Inc. | 8 | 1 | 0.09% | 0.13% | 0.18% | Q4 2020 | Q3 2023 | 9 |
MADDEN SECURITIES Corp | 7 | 1 | 0.05% | 0.18% | 0.33% | Q4 2019 | Q4 2022 | 9 |
Ikarian Capital, LLC | 5 | 1 | 3.96% | 8.63% | 18.42% | Q1 2020 | Q3 2023 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.10% | 0.18% | 0.24% | Q1 2021 | Q1 2023 | 9 |
Von Berge Wealth Management Group, LLC | 8 | 8 | 0.00% | 0.67% | 0.80% | Q4 2021 | Q3 2023 | 9 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 9 | 9 | 27.71% | 28.20% | 29.02% | Q4 2013 | Q4 2015 | 9 |
KLK CAPITAL MANAGEMENT LLC | 5 | 4 | 0.34% | 3.73% | 6.37% | Q2 2021 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.16% | 0.23% | 0.30% | Q4 2014 | Q4 2016 | 9 |
MARK ASSET MANAGEMENT LP | 3 | 1 | 0.35% | 8.49% | 11.64% | Q1 2019 | Q3 2022 | 9 |
NEIRG Wealth Management, LLC | 7 | 7 | 0.00% | 3.89% | 7.11% | Q4 2021 | Q2 2023 | 9 |
TNF LLC | 9 | 9 | 0.89% | 1.03% | 1.20% | Q3 2021 | Q3 2023 | 9 |
Stone House Investment Management, LLC | 4 | 1 | 0.01% | 11.92% | 16.23% | Q3 2020 | Q3 2023 | 9 |
Circle Road Advisors LP | 9 | 9 | 6.23% | 9.70% | 17.41% | Q4 2017 | Q4 2019 | 9 |
Harvest Fund Management Co., Ltd | 6 | 3 | 0.04% | 0.17% | 0.35% | Q4 2016 | Q3 2020 | 9 |
WFA Asset Management Corp | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
OLYMPUS WEALTH MANAGEMENT, LLC | 8 | 8 | 18.26% | 23.21% | 30.84% | Q4 2021 | Q3 2023 | 8 |
Delta Accumulation, LLC | 4 | 4 | 1.23% | 1.66% | 2.26% | Q4 2022 | Q3 2023 | 8 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 8 | 8 | 0.23% | 0.42% | 0.62% | Q1 2014 | Q4 2015 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 1.08% | 1.14% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.15% | 0.21% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Quantum Private Wealth, LLC | 8 | 8 | 0.73% | 0.88% | 0.98% | Q4 2021 | Q3 2023 | 8 |
GREENUP STREET WEALTH MANAGEMENT LLC | 8 | 8 | 0.25% | 0.63% | 2.60% | Q4 2021 | Q3 2023 | 8 |
Caerus Investment Advisors, LLC | 8 | 8 | 3.50% | 7.09% | 8.36% | Q4 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.27% | 0.64% | 2.31% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 2.96% | 4.87% | 6.32% | Q4 2021 | Q3 2023 | 8 |
Hillview Capital Advisors, LLC | 6 | 1 | 0.28% | 2.08% | 4.20% | Q4 2014 | Q4 2017 | 8 |
W ADVISORS, LLC | 8 | 8 | 1.90% | 2.02% | 2.13% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 1.81% | 2.11% | 3.17% | Q4 2021 | Q3 2023 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.60% | 0.69% | 0.83% | Q4 2021 | Q3 2023 | 8 |
SINECERA CAPITAL, LLC | 8 | 8 | 1.40% | 1.57% | 1.76% | Q4 2021 | Q3 2023 | 8 |
RUSSELL FRANK CO/ | 6 | 2 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q2 2015 | 8 |
PFS Partners, LLC | 8 | 8 | 0.07% | 0.09% | 0.13% | Q4 2021 | Q3 2023 | 8 |
Industrial Alliance Investment Management Inc. | 8 | 8 | 1.64% | 8.70% | 30.02% | Q4 2021 | Q3 2023 | 8 |
Venator Capital Management Ltd. | 4 | 1 | 9.02% | 16.50% | 22.27% | Q1 2018 | Q2 2021 | 8 |
Citizens National Bank Trust Department | 8 | 8 | 0.02% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Filbrandt Wealth Management, LLC | 8 | 8 | 4.59% | 5.02% | 5.78% | Q4 2019 | Q3 2021 | 8 |
AVAII WEALTH MANAGEMENT, LLC | 8 | 8 | 0.23% | 0.27% | 0.33% | Q4 2021 | Q3 2023 | 8 |
SAGE FINANCIAL GROUP INC | 6 | 1 | 0.16% | 0.20% | 0.27% | Q4 2013 | Q3 2023 | 8 |
Clientfirst Wealth Management, LLC | 8 | 8 | 3.25% | 3.94% | 4.70% | Q4 2021 | Q3 2023 | 8 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 8 | 8 | 20.43% | 22.48% | 24.38% | Q4 2021 | Q3 2023 | 8 |
Sterling Investment Counsel, LLC | 8 | 8 | 0.96% | 1.47% | 2.02% | Q4 2021 | Q3 2023 | 8 |
MORRIS FINANCIAL CONCEPTS, INC. | 8 | 8 | 2.91% | 3.53% | 4.23% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.11% | 0.13% | 0.16% | Q4 2020 | Q3 2022 | 8 |
DENVER WEALTH MANAGEMENT, INC. | 6 | 1 | 1.26% | 2.13% | 3.63% | Q1 2021 | Q3 2023 | 8 |
Kerntke Otto McGlone Wealth Management Group | 7 | 1 | 0.25% | 0.51% | 0.83% | Q4 2019 | Q4 2021 | 8 |
Crawford Lake Capital Management, LLC | 4 | 1 | 0.07% | 5.35% | 22.17% | Q1 2018 | Q2 2022 | 8 |
HILL ISLAND FINANCIAL LLC | 8 | 8 | 0.11% | 0.11% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Trust Co of Kansas | 5 | 3 | 0.13% | 0.14% | 0.16% | Q1 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.16% | 0.16% | 0.17% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.64% | 0.70% | 0.74% | Q4 2021 | Q3 2023 | 8 |
BLODGETT WEALTH ADVISORS, LLC | 8 | 8 | 0.92% | 1.10% | 1.21% | Q4 2021 | Q3 2023 | 8 |
MONOGRAPH WEALTH ADVISORS, LLC | 8 | 8 | 0.17% | 0.21% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 1.72% | 2.18% | 2.71% | Q1 2020 | Q4 2021 | 8 |
Operose Advisors LLC | 8 | 8 | 1.74% | 2.13% | 3.28% | Q4 2021 | Q3 2023 | 8 |
SC&H Financial Advisors, Inc. | 8 | 8 | 0.93% | 1.23% | 1.76% | Q4 2021 | Q3 2023 | 8 |
New Legacy Group, LLC | 8 | 8 | 1.61% | 15.14% | 21.86% | Q4 2021 | Q3 2023 | 8 |
FSC Wealth Advisors, LLC | 8 | 8 | 0.66% | 6.89% | 17.29% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.66% | 0.71% | 0.76% | Q4 2021 | Q3 2023 | 8 |
abrdn plc | 8 | 8 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q2 2023 | 8 |
Geometric Wealth Advisors | 8 | 8 | 0.37% | 0.96% | 3.61% | Q4 2021 | Q3 2023 | 8 |
Pitti Group Wealth Management, LLC | 8 | 8 | 3.35% | 4.86% | 5.39% | Q4 2021 | Q3 2023 | 8 |
WEST BANCORPORATION INC | 7 | 1 | 0.01% | 3.11% | 3.80% | Q4 2019 | Q3 2023 | 8 |
Legend Financial Advisors, Inc. | 5 | 3 | 0.04% | 2.51% | 10.84% | Q1 2020 | Q3 2023 | 8 |
PRIMORIS WEALTH ADVISORS, LLC | 8 | 8 | 0.78% | 1.09% | 1.47% | Q4 2021 | Q3 2023 | 8 |
Disciplined Equity Management, Inc. | 8 | 8 | 0.18% | 0.21% | 0.25% | Q4 2021 | Q3 2023 | 8 |
Fortress Wealth Management, Inc. | 8 | 8 | 0.40% | 0.50% | 0.70% | Q4 2021 | Q3 2023 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.07% | 0.14% | 0.22% | Q1 2013 | Q4 2014 | 8 |
TigerShark Management, LLC | 8 | 8 | 0.00% | 5.11% | 9.71% | Q2 2013 | Q1 2015 | 8 |
Woodline Partners LP | 7 | 1 | 0.74% | 3.20% | 5.63% | Q1 2020 | Q1 2023 | 8 |
Lattice Capital Management, LLC | 4 | 3 | 0.28% | 68.56% | 93.08% | Q4 2021 | Q3 2023 | 8 |
YOUSIF CAPITAL MANAGEMENT, LLC | 8 | 8 | 0.30% | 0.50% | 0.63% | Q4 2021 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.23% | 0.26% | 0.30% | Q2 2013 | Q1 2015 | 8 |
HERBST GROUP, LLC | 8 | 8 | 1.14% | 1.40% | 2.08% | Q4 2021 | Q3 2023 | 8 |
Highlander Partners, L.P. | 8 | 8 | 2.06% | 2.66% | 3.40% | Q4 2021 | Q3 2023 | 8 |
MILLER WEALTH ADVISORS, LLC | 8 | 8 | 0.14% | 0.21% | 0.34% | Q4 2021 | Q3 2023 | 8 |
JOURNEY STRATEGIC WEALTH LLC | 8 | 8 | 12.14% | 24.25% | 29.98% | Q4 2021 | Q3 2023 | 8 |
Highview Capital Management LLC/DE/ | 8 | 8 | 2.22% | 3.92% | 5.18% | Q4 2021 | Q3 2023 | 8 |
UNIONVIEW, LLC | 8 | 8 | 3.45% | 3.79% | 4.00% | Q4 2021 | Q3 2023 | 8 |
GIRARD SECURITIES, INC. | 8 | 8 | 11.13% | 11.96% | 14.14% | Q4 2015 | Q3 2017 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.24% | 0.29% | 0.34% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.28% | 0.33% | 0.39% | Q2 2013 | Q1 2015 | 8 |
Gould Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Keystone Financial Services | 8 | 8 | 0.21% | 0.21% | 0.23% | Q4 2021 | Q3 2023 | 8 |
CONSILIO WEALTH ADVISORS, LLC | 8 | 8 | 0.59% | 0.89% | 1.38% | Q4 2021 | Q3 2023 | 8 |
PVG Asset Management | 7 | 1 | 0.57% | 2.56% | 3.88% | Q4 2014 | Q4 2016 | 8 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 8 | 8 | 0.01% | 0.33% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.48% | 0.98% | 1.72% | Q4 2021 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.41% | 0.48% | 0.57% | Q4 2021 | Q3 2023 | 8 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 6 | 2 | 0.00% | 0.07% | 0.37% | Q3 2017 | Q1 2020 | 8 |
STEADFAST ADVISORS LP | 3 | 1 | 0.40% | 3.81% | 11.44% | Q4 2013 | Q1 2016 | 8 |
Sage Investment Advisers LLC | 8 | 8 | 0.61% | 0.63% | 0.66% | Q4 2021 | Q3 2023 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.66% | 0.70% | 0.76% | Q2 2013 | Q1 2015 | 8 |
COLRAIN CAPITAL LLC | 7 | 1 | 0.18% | 0.42% | 0.72% | Q4 2013 | Q4 2016 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 8.69% | 10.58% | 18.05% | Q4 2019 | Q3 2023 | 8 |
SFG Wealth Management, LLC. | 8 | 8 | 4.22% | 18.69% | 30.95% | Q4 2021 | Q3 2023 | 8 |
Fiduciary Planning LLC | 5 | 1 | 0.00% | 0.38% | 1.01% | Q4 2019 | Q3 2023 | 8 |
WATER ISLAND CAPITAL LLC | 6 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 8 |
Boyd Wealth Management, LLC | 8 | 8 | 0.59% | 0.68% | 0.86% | Q4 2021 | Q3 2023 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 1.66% | 2.55% | 6.83% | Q4 2021 | Q3 2023 | 8 |
BECK CAPITAL MANAGEMENT, LLC | 6 | 1 | 0.09% | 0.36% | 0.95% | Q4 2015 | Q3 2022 | 8 |
Opes Advisors Inc | 5 | 3 | 0.28% | 0.44% | 0.68% | Q4 2016 | Q4 2018 | 8 |
MRCap LP | 5 | 1 | 1.33% | 19.38% | 47.21% | Q1 2019 | Q3 2020 | 8 |
Blueprint Investment Partners LLC | 8 | 8 | 0.40% | 0.86% | 1.32% | Q4 2021 | Q3 2023 | 8 |
Schrum Private Wealth Management LLC | 8 | 8 | 8.88% | 9.40% | 10.09% | Q4 2021 | Q3 2023 | 8 |
Starfox Financial Services, LLC | 8 | 8 | 10.00% | 11.56% | 14.16% | Q4 2021 | Q3 2023 | 8 |
LEWIS CAPITAL MANAGEMENT, LLC | 8 | 8 | 1.10% | 1.25% | 1.47% | Q4 2021 | Q3 2023 | 8 |
Laraway Financial Advisors Inc | 8 | 8 | 2.35% | 3.16% | 3.55% | Q4 2021 | Q3 2023 | 8 |
Perfromance Wealth Partners, LLC | 8 | 8 | 0.34% | 0.38% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Osborn Williams & Donohoe LLC | 4 | 1 | 0.05% | 0.10% | 0.18% | Q4 2013 | Q4 2019 | 8 |
Kearns & Associates LLC | 8 | 8 | 3.98% | 4.40% | 5.00% | Q4 2021 | Q3 2023 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.21% | 0.30% | 0.38% | Q4 2021 | Q3 2023 | 8 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 8 | 8 | 0.61% | 0.75% | 0.94% | Q4 2021 | Q3 2023 | 8 |
Allie Family Office LLC | 8 | 8 | 26.32% | 29.13% | 35.99% | Q4 2021 | Q3 2023 | 8 |
KRAFT ASSET MANAGEMENT, LLC | 8 | 8 | 0.65% | 0.80% | 1.10% | Q4 2021 | Q3 2023 | 8 |
Onex Canada Asset Management Inc. | 7 | 1 | 0.03% | 0.17% | 0.81% | Q3 2018 | Q2 2022 | 8 |
Keystone Wealth Services, LLC | 8 | 8 | 1.23% | 1.71% | 2.19% | Q4 2021 | Q3 2023 | 8 |
INSIGHT 2811, INC. | 2 | 1 | 0.06% | 0.40% | 1.26% | Q2 2013 | Q3 2023 | 8 |
LIBRA WEALTH LLC | 8 | 8 | 0.06% | 1.29% | 1.77% | Q4 2021 | Q3 2023 | 8 |
YARGER WEALTH STRATEGIES, LLC | 8 | 8 | 0.76% | 1.00% | 1.26% | Q4 2021 | Q3 2023 | 8 |
Electron Capital Partners, LLC | 4 | 1 | 0.96% | 11.91% | 22.87% | Q2 2016 | Q3 2023 | 8 |
Paragon Advisors, LLC | 2 | 1 | 0.23% | 2.55% | 7.29% | Q1 2020 | Q3 2023 | 8 |
DIMENSIONAL FUND ADVISORS LP | 8 | 8 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
TI-TRUST, INC | 8 | 8 | 0.74% | 0.84% | 0.99% | Q4 2021 | Q3 2023 | 8 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 8 | 0.09% | 0.30% | 0.96% | Q1 2019 | Q4 2020 | 8 |
Private Capital Management, LLC | 5 | 3 | 0.06% | 0.26% | 0.47% | Q4 2018 | Q3 2023 | 8 |
ELEFANTE MICHAEL B | 8 | 8 | 0.66% | 0.80% | 1.01% | Q4 2012 | Q3 2014 | 8 |
SPRING CAPITAL MANAGEMENT, LLC | 8 | 8 | 1.27% | 1.48% | 1.65% | Q4 2021 | Q3 2023 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 11.97% | 14.31% | 17.43% | Q4 2021 | Q3 2023 | 8 |
BCR Wealth Strategies, LLC | 8 | 8 | 1.58% | 1.81% | 2.20% | Q4 2021 | Q3 2023 | 8 |
Lodge Hill Capital, LLC | 2 | 1 | 4.09% | 12.58% | 29.83% | Q2 2015 | Q4 2022 | 8 |
RESOURCE CONSULTING GROUP INC | 8 | 8 | 0.20% | 0.30% | 0.41% | Q4 2021 | Q3 2023 | 8 |
LifeGuide Financial Advisors, LLC | 8 | 8 | 0.41% | 0.54% | 0.60% | Q4 2021 | Q3 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.05% | 1.06% | 1.66% | Q4 2021 | Q3 2023 | 8 |
Henrickson Nauta Wealth Advisors, Inc. | 8 | 8 | 0.92% | 1.08% | 1.25% | Q4 2021 | Q3 2023 | 8 |
BOLTON LP | 3 | 1 | 0.01% | 2.64% | 16.06% | Q3 2013 | Q4 2015 | 8 |
WJ Wealth Management, LLC | 6 | 2 | 0.15% | 0.77% | 2.80% | Q3 2021 | Q3 2023 | 8 |
Leverty Financial Group, LLC | 8 | 8 | 0.21% | 2.75% | 3.87% | Q4 2021 | Q3 2023 | 8 |
AHL INVESTMENT MANAGEMENT, INC. | 8 | 8 | 0.18% | 0.34% | 0.50% | Q4 2021 | Q3 2023 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.20% | 0.42% | 1.09% | Q4 2021 | Q3 2023 | 8 |
TRIAD FINANCIAL ADVISORS, INC. | 8 | 8 | 1.67% | 2.44% | 3.57% | Q4 2021 | Q3 2023 | 8 |
Aristides Capital LLC | 3 | 1 | 0.09% | 3.29% | 9.11% | Q4 2019 | Q3 2023 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.00% | 0.01% | 0.04% | Q4 2021 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.89% | 1.02% | 1.15% | Q4 2021 | Q3 2023 | 8 |
Objective Capital Management, LLC | 8 | 8 | 5.34% | 5.86% | 7.48% | Q4 2021 | Q3 2023 | 8 |
Penserra Capital Management LLC | 4 | 2 | 0.01% | 0.08% | 0.27% | Q4 2017 | Q2 2021 | 8 |
Trevian Wealth Management LLC | 8 | 8 | 0.60% | 1.80% | 7.74% | Q4 2021 | Q3 2023 | 8 |
Bill Few Associates, Inc. | 8 | 8 | 0.66% | 0.72% | 0.79% | Q4 2021 | Q3 2023 | 8 |
Warwick Investment Management, Inc. | 8 | 8 | 4.47% | 5.23% | 6.15% | Q4 2021 | Q3 2023 | 8 |
MAYPORT, LLC | 8 | 8 | 0.53% | 0.65% | 0.82% | Q4 2021 | Q3 2023 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 1.40% | 3.13% | 6.19% | Q4 2021 | Q3 2023 | 8 |
Beaton Management Co. Inc. | 8 | 8 | 0.17% | 0.38% | 0.50% | Q4 2021 | Q3 2023 | 8 |
TKG Advisors, LLC | 8 | 8 | 7.77% | 9.36% | 11.70% | Q4 2021 | Q3 2023 | 8 |
Security Financial Services, INC. | 8 | 8 | 0.83% | 1.01% | 1.23% | Q4 2021 | Q3 2023 | 8 |
Level Financial Advisors, Inc. | 8 | 8 | 0.12% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.12% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 8 |
NORTHSTAR CAPITAL MANAGEMENT LLC | 8 | 8 | 0.36% | 0.48% | 0.65% | Q4 2017 | Q3 2019 | 8 |
Ascent Group, LLC | 8 | 8 | 0.15% | 0.16% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.84% | 1.23% | 2.22% | Q4 2021 | Q3 2023 | 8 |
Rinkey Investments | 8 | 8 | 0.17% | 0.30% | 0.39% | Q4 2021 | Q3 2023 | 8 |
Naviter Wealth, LLC | 8 | 8 | 0.12% | 0.79% | 2.98% | Q4 2021 | Q3 2023 | 8 |
Orbitronix, LP | 8 | 8 | 0.63% | 2.97% | 9.72% | Q1 2014 | Q4 2015 | 8 |
Manhattan West Asset Management, LLC | 8 | 8 | 0.50% | 0.63% | 0.76% | Q4 2021 | Q3 2023 | 8 |
SBB Research Group LLC | 8 | 8 | 10.97% | 16.52% | 24.78% | Q4 2021 | Q3 2023 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 9.40% | 11.52% | 14.68% | Q4 2021 | Q3 2023 | 8 |
RiverFront Investment Group, LLC | 4 | 1 | 0.07% | 1.75% | 6.13% | Q4 2008 | Q2 2013 | 8 |
CABANA LLC | 8 | 8 | 0.03% | 0.07% | 0.18% | Q3 2018 | Q2 2020 | 8 |
LOWERY THOMAS, LLC | 8 | 8 | 2.75% | 4.63% | 5.90% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 1.22% | 1.48% | 1.69% | Q4 2021 | Q3 2023 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 3.36% | 18.63% | Q4 2020 | Q3 2022 | 8 |
M. Kulyk & Associates, LLC | 8 | 8 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Andalusian Capital Partners, LP | 8 | 8 | 3.56% | 14.96% | 36.79% | Q1 2014 | Q4 2015 | 8 |
Rainsberger Wealth Advisors, Inc. | 8 | 8 | 0.15% | 0.18% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Kite Lake Capital Management (UK) LLP | 8 | 8 | 0.22% | 46.88% | 85.67% | Q4 2017 | Q3 2019 | 8 |
Kolinsky Wealth Management, LLC | 8 | 8 | 5.42% | 6.83% | 7.71% | Q4 2021 | Q3 2023 | 8 |
Royal Capital Wealth Management, LLC | 8 | 8 | 3.37% | 5.40% | 10.59% | Q4 2021 | Q3 2023 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.82% | 1.39% | 2.48% | Q4 2021 | Q3 2023 | 8 |
DBK Financial Counsel, LLC | 8 | 8 | 7.27% | 7.59% | 7.79% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.58% | 0.62% | 0.71% | Q1 2021 | Q3 2023 | 8 |
Consilium Wealth Advisory, LLC | 8 | 8 | 0.55% | 0.65% | 0.78% | Q4 2021 | Q3 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.12% | 0.25% | 0.39% | Q4 2021 | Q3 2023 | 8 |
JCP Investment Management, LLC | 8 | 8 | 0.29% | 0.37% | 0.51% | Q4 2021 | Q3 2023 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.15% | 0.21% | 0.27% | Q3 2017 | Q2 2019 | 8 |
McDonough Capital Management, Inc | 8 | 8 | 0.59% | 0.61% | 0.65% | Q4 2021 | Q3 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.66% | 0.76% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Asset Management Resources, LLC | 8 | 8 | 0.20% | 0.35% | 0.49% | Q4 2021 | Q3 2023 | 8 |
Pactiv General Employee Benefit Trust | 6 | 2 | 2.73% | 44.65% | 100.00% | Q4 2020 | Q4 2022 | 8 |
EUDAIMONIA ADVISORS LLC | 8 | 8 | 0.22% | 0.25% | 0.27% | Q4 2021 | Q3 2023 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.06% | 1.34% | 5.78% | Q4 2014 | Q3 2016 | 8 |
Topel & Distasi Wealth Management, LLC | 8 | 8 | 0.16% | 0.19% | 0.21% | Q4 2021 | Q3 2023 | 8 |
NorthCoast Asset Management LLC | 7 | 1 | 0.02% | 0.53% | 1.22% | Q2 2019 | Q3 2021 | 8 |
Forum Financial Management, LP | 8 | 8 | 0.13% | 0.19% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Ignite Planners, LLC | 8 | 8 | 2.13% | 3.60% | 4.84% | Q4 2021 | Q3 2023 | 8 |
Leeward Financial Partners, LLC | 8 | 8 | 1.21% | 1.34% | 1.51% | Q4 2021 | Q3 2023 | 8 |
Ibex Investors LLC | 7 | 7 | 7.71% | 32.46% | 91.64% | Q2 2021 | Q4 2022 | 8 |
DOPKINS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.33% | 1.04% | 1.91% | Q4 2021 | Q3 2023 | 8 |
Lifeworks Advisors, LLC | 8 | 8 | 0.86% | 1.88% | 5.66% | Q4 2021 | Q3 2023 | 8 |
TRIANGLE PEAK PARTNERS, LP | 8 | 8 | 0.59% | 2.56% | 5.70% | Q4 2013 | Q3 2015 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.12% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Sigma Investment Management Co | 7 | 1 | 0.17% | 0.30% | 0.39% | Q1 2013 | Q3 2018 | 8 |
Mount Capital Ltd | 8 | 8 | 1.94% | 5.25% | 15.37% | Q4 2021 | Q3 2023 | 8 |
DB Fitzpatrick & Co, Inc | 8 | 8 | 0.03% | 0.06% | 0.12% | Q4 2021 | Q3 2023 | 8 |
Everett Capital Advisors UK LLP | 3 | 2 | 16.76% | 27.23% | 42.81% | Q2 2017 | Q3 2019 | 8 |
Zweig-DiMenna Associates LLC | 2 | 1 | 0.07% | 2.62% | 7.78% | Q2 2013 | Q2 2023 | 8 |
ASB Consultores, LLC | 8 | 8 | 1.50% | 8.78% | 14.96% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.37% | 0.46% | 0.54% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.51% | 0.66% | 0.81% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.63% | 2.11% | 3.40% | Q4 2021 | Q3 2023 | 8 |
COASTLAND CAPITAL LLC | 5 | 1 | 0.03% | 4.58% | 20.38% | Q3 2013 | Q1 2015 | 8 |
UNITED MARITIME CAPITAL LLC | 8 | 8 | 1.32% | 4.92% | 13.79% | Q4 2020 | Q3 2022 | 8 |
SAC Capital Advisors LP | 4 | 4 | 0.01% | 1.20% | 3.16% | Q2 2013 | Q1 2014 | 8 |
Helen Stephens Group, LLC | 8 | 8 | 2.07% | 2.46% | 3.57% | Q4 2021 | Q3 2023 | 8 |
Jeereddi Investments, LP | 4 | 4 | 3.01% | 18.34% | 45.04% | Q4 2019 | Q4 2022 | 8 |
Montz Harcus Wealth Management LLC | 8 | 8 | 16.89% | 17.58% | 17.96% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 3.11% | 3.83% | 5.43% | Q4 2021 | Q3 2023 | 8 |
South Shore Capital Advisors | 8 | 8 | 1.16% | 2.66% | 3.93% | Q4 2020 | Q3 2022 | 8 |
Wick Capital Partners, LLC | 8 | 8 | 0.37% | 1.15% | 2.03% | Q4 2021 | Q3 2023 | 8 |
GoalVest Advisory LLC | 6 | 1 | 0.01% | 0.19% | 0.34% | Q4 2020 | Q4 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 2.43% | 3.06% | 4.12% | Q4 2021 | Q3 2023 | 8 |
Straight Path Wealth Management | 8 | 8 | 0.32% | 0.44% | 0.64% | Q4 2021 | Q3 2023 | 8 |
KEB ASSET MANAGEMENT, LLC | 8 | 8 | 0.21% | 0.28% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Cladis Investment Advisory, LLC | 8 | 8 | 0.52% | 0.61% | 0.71% | Q4 2021 | Q3 2023 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.10% | 0.29% | 0.37% | Q3 2021 | Q3 2023 | 8 |
Passaic Partners LLC | 8 | 8 | 41.67% | 49.23% | 57.53% | Q4 2021 | Q3 2023 | 8 |
Ulland Investment Advisors, LLC | 8 | 8 | 1.24% | 1.38% | 1.49% | Q4 2021 | Q3 2023 | 8 |
Fortitude Advisory Group L.L.C. | 8 | 8 | 3.06% | 4.09% | 4.94% | Q4 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.17% | 0.21% | 0.26% | Q4 2021 | Q3 2023 | 8 |
TECTONIC ADVISORS LLC | 8 | 8 | 0.12% | 0.42% | 1.68% | Q4 2020 | Q3 2022 | 8 |
Coury Firm Asset Management LLC | 8 | 8 | 13.26% | 15.57% | 18.19% | Q4 2021 | Q3 2023 | 8 |
Granite Bay Wealth Management, LLC | 8 | 8 | 0.39% | 6.24% | 21.56% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.58% | 0.63% | 0.70% | Q4 2021 | Q3 2023 | 8 |
EAGLE ROCK INVESTMENT COMPANY, LLC | 8 | 8 | 0.34% | 0.38% | 0.44% | Q4 2021 | Q3 2023 | 8 |
SAXON INTERESTS, INC. | 8 | 8 | 0.23% | 2.27% | 14.82% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.29% | 0.66% | 1.15% | Q4 2021 | Q3 2023 | 8 |
BlackDiamond Wealth Management, LLC | 8 | 8 | 1.05% | 1.43% | 1.96% | Q4 2021 | Q3 2023 | 8 |
Threshold Group LLC | 8 | 8 | 5.53% | 9.73% | 13.97% | Q4 2015 | Q3 2017 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.03% | 0.10% | 0.19% | Q4 2021 | Q3 2023 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 4.33% | 5.50% | 7.24% | Q4 2021 | Q3 2023 | 8 |
MARYLAND CAPITAL ADVISORS INC. | 8 | 8 | 0.24% | 0.28% | 0.30% | Q4 2021 | Q3 2023 | 8 |
Wealthstream Advisors, Inc. | 8 | 8 | 1.96% | 2.77% | 3.50% | Q4 2021 | Q3 2023 | 8 |
White Knight Strategic Wealth Advisors, LLC | 8 | 8 | 0.78% | 2.37% | 3.16% | Q4 2021 | Q3 2023 | 8 |
MBB PUBLIC MARKETS I LLC | 8 | 8 | 0.38% | 1.83% | 3.35% | Q4 2021 | Q3 2023 | 8 |
Mendel Capital Management LLC | 8 | 8 | 0.24% | 0.29% | 0.32% | Q4 2021 | Q3 2023 | 8 |
NorthCrest Asset Manangement, LLC | 8 | 8 | 0.05% | 0.49% | 0.92% | Q4 2021 | Q3 2023 | 8 |
F-Squared Investment Management, LLC | 7 | 1 | 0.06% | 1.24% | 2.75% | Q2 2013 | Q2 2015 | 8 |
Intergy Private Wealth, LLC | 8 | 8 | 0.37% | 0.64% | 1.76% | Q4 2021 | Q3 2023 | 8 |
SMITH SHELLNUT WILSON LLC /ADV | 8 | 8 | 0.20% | 0.21% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Alphadyne Asset Management LP | 2 | 1 | 0.08% | 31.39% | 100.00% | Q1 2014 | Q1 2023 | 8 |
Atlantic Private Wealth, LLC | 8 | 8 | 36.32% | 38.24% | 40.23% | Q4 2021 | Q3 2023 | 8 |
GRAY FINANCIAL GROUP /GA /ADV /ADV | 8 | 8 | 0.27% | 0.34% | 0.58% | Q4 2014 | Q3 2016 | 8 |
Advance Capital Management, Inc. | 8 | 8 | 0.06% | 10.53% | 40.32% | Q4 2021 | Q3 2023 | 8 |
Heritage Financial Services, LLC | 8 | 8 | 0.18% | 0.33% | 0.57% | Q4 2021 | Q3 2023 | 8 |
TEGEAN CAPITAL MANAGEMENT, LLC | 5 | 1 | 0.05% | 26.69% | 58.19% | Q2 2014 | Q4 2018 | 8 |
Forbes Financial Planning, Inc. | 8 | 8 | 2.72% | 3.27% | 3.76% | Q4 2021 | Q3 2023 | 8 |
Cornerstone Financial Partners, LLC | 4 | 1 | 0.00% | 0.14% | 0.61% | Q1 2016 | Q4 2017 | 8 |
Watermark Asset Management, Inc. | 8 | 8 | 0.14% | 0.54% | 0.74% | Q1 2017 | Q4 2018 | 8 |
Index Fund Advisors, Inc. | 8 | 8 | 0.13% | 0.19% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Yaupon Capital Management LP | 3 | 1 | 3.46% | 13.76% | 29.10% | Q1 2019 | Q1 2023 | 8 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 8 | 8 | 0.17% | 0.36% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 1.32% | 2.89% | 4.26% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.55% | 3.27% | 7.81% | Q4 2021 | Q3 2023 | 8 |
Viewpoint Capital Management LLC | 8 | 8 | 0.70% | 0.73% | 0.76% | Q4 2021 | Q3 2023 | 8 |
Marion Wealth Management | 6 | 1 | 0.02% | 0.16% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.12% | 0.21% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Hackensack Meridian Health, Inc. | 8 | 8 | 23.54% | 31.14% | 38.60% | Q4 2021 | Q3 2023 | 8 |
FIDUCIARY ASSET MANAGEMENT LLC | 8 | 8 | 0.17% | 0.71% | 2.16% | Q2 2013 | Q1 2015 | 8 |
Steward Financial Group LLC | 8 | 8 | 0.17% | 0.25% | 0.44% | Q4 2021 | Q3 2023 | 8 |
APPROPRIATE BALANCE FINANCIAL SERVICES INC. | 8 | 8 | 4.73% | 10.74% | 16.03% | Q4 2015 | Q3 2017 | 8 |
Jabre Capital Partners S.A. | 4 | 1 | 1.41% | 16.95% | 69.05% | Q3 2013 | Q2 2018 | 8 |
WIPFLI FINANCIAL ADVISORS LLC, | 8 | 8 | 0.16% | 0.34% | 0.70% | Q4 2020 | Q3 2022 | 8 |
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION | 8 | 8 | 0.02% | 0.06% | 0.08% | Q1 2014 | Q4 2015 | 8 |
My Personal CFO, LLC | 8 | 8 | 2.98% | 3.33% | 4.13% | Q4 2021 | Q3 2023 | 8 |
FWL INVESTMENT MANAGEMENT, LLC | 6 | 1 | 0.03% | 0.14% | 0.24% | Q4 2020 | Q3 2023 | 8 |
Spinnaker Investment Group, LLC | 8 | 8 | 0.17% | 0.20% | 0.24% | Q4 2021 | Q3 2023 | 8 |
Hein Park Capital Management LP | 7 | 1 | 20.09% | 44.60% | 66.96% | Q3 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.63% | 1.27% | 2.13% | Q4 2021 | Q3 2023 | 8 |
LOCKERMAN FINANCIAL GROUP, INC. | 8 | 8 | 7.04% | 8.35% | 9.58% | Q4 2021 | Q3 2023 | 8 |
KilterHowling LLC | 8 | 8 | 0.22% | 0.24% | 0.26% | Q4 2021 | Q3 2023 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 1.07% | 1.14% | 1.24% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Investmark Advisory Group LLC | 8 | 8 | 0.95% | 1.21% | 1.56% | Q4 2021 | Q3 2023 | 8 |
Trail Ridge Investment Advisors, LLC | 8 | 8 | 0.85% | 1.32% | 2.17% | Q4 2021 | Q3 2023 | 8 |
Eagle Bluffs Wealth Management LLC | 8 | 8 | 0.51% | 0.61% | 0.77% | Q4 2021 | Q3 2023 | 8 |
Martin Capital Advisors, LLP | 8 | 8 | 0.68% | 0.82% | 1.22% | Q4 2021 | Q3 2023 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.38% | 0.43% | 0.52% | Q4 2021 | Q3 2023 | 8 |
Widmann Financial Services, Inc. | 8 | 8 | 0.88% | 1.13% | 1.37% | Q4 2021 | Q3 2023 | 8 |
Planning Center, Inc. | 8 | 8 | 0.08% | 0.29% | 1.23% | Q4 2021 | Q3 2023 | 8 |
American Planning Services, Inc. | 8 | 8 | 1.05% | 9.56% | 20.01% | Q4 2021 | Q3 2023 | 8 |
ETFIDEA, LLC | 8 | 8 | 0.27% | 0.37% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Little Harbor Advisors, LLC | 8 | 8 | 72.24% | 91.87% | 100.00% | Q4 2021 | Q3 2023 | 8 |
Coco Enterprises, LLC | 8 | 8 | 0.25% | 0.31% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Warren Street Wealth Advisors, LLC | 8 | 8 | 0.23% | 0.35% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Banyan Partners, LLC | 5 | 5 | 0.34% | 1.63% | 3.61% | Q3 2013 | Q3 2014 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.13% | 0.18% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Ciovacco Capital Management LLC | 8 | 8 | 0.17% | 11.79% | 23.65% | Q4 2021 | Q3 2023 | 8 |
KRS Capital Management, LLC | 8 | 8 | 0.43% | 0.50% | 0.57% | Q4 2021 | Q3 2023 | 8 |
Hudson Executive Capital LP | 4 | 1 | 5.62% | 21.85% | 49.82% | Q4 2015 | Q3 2019 | 8 |
Visionary Asset Management, Inc. | 7 | 1 | 0.05% | 0.41% | 0.78% | Q2 2013 | Q4 2018 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 12.43% | 13.03% | 13.74% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.05% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.91% | 1.03% | 1.14% | Q4 2021 | Q3 2023 | 8 |
SMITH ASSET MANAGEMENT GROUP LP | 7 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q4 2018 | 8 |
Austin Asset Management Co Inc | 8 | 8 | 0.85% | 0.93% | 1.04% | Q4 2021 | Q3 2023 | 8 |
Bryant Woods Investment Advisors, LLC | 8 | 8 | 0.38% | 0.47% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Thrive Wealth Management, LLC | 8 | 8 | 1.92% | 2.91% | 4.10% | Q4 2021 | Q3 2023 | 8 |
MKT Advisors LLC | 8 | 8 | 19.89% | 21.28% | 23.28% | Q4 2021 | Q3 2023 | 8 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.04% | 0.86% | 1.94% | Q4 2022 | Q3 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 1.70% | 2.64% | 3.27% | Q4 2021 | Q3 2023 | 8 |
3G Capital Partners | 3 | 1 | 0.64% | 7.58% | 15.17% | Q2 2013 | Q1 2018 | 8 |
Red Tortoise LLC | 4 | 4 | 0.51% | 0.62% | 0.73% | Q3 2021 | Q3 2023 | 8 |
York Capital Management Global Advisors, LLC | 2 | 1 | 0.17% | 7.05% | 17.78% | Q2 2015 | Q3 2021 | 8 |
Silver Oak Advisory Group, Inc. | 8 | 8 | 0.54% | 0.60% | 0.68% | Q4 2021 | Q3 2023 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 6.51% | 7.12% | 7.59% | Q4 2018 | Q3 2020 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.26% | 0.33% | 0.48% | Q4 2021 | Q3 2023 | 8 |
Prosperity Consulting Group, LLC | 8 | 8 | 0.81% | 1.40% | 4.82% | Q4 2021 | Q3 2023 | 8 |
LWM Advisory Services, LLC | 8 | 8 | 3.52% | 5.02% | 7.06% | Q4 2021 | Q3 2023 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.57% | 0.63% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Horizon Wealth Management, LLC | 8 | 8 | 0.39% | 1.26% | 2.40% | Q4 2021 | Q3 2023 | 8 |
Financial Insights, Inc. | 8 | 8 | 0.28% | 0.34% | 0.51% | Q1 2020 | Q4 2021 | 8 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 8 | 8 | 0.31% | 0.33% | 0.34% | Q4 2021 | Q3 2023 | 8 |
EMINENCE CAPITAL, LP | 4 | 1 | 0.19% | 15.76% | 29.27% | Q1 2020 | Q1 2023 | 8 |
MWG GP LLC | 7 | 7 | 35.71% | 87.50% | 100.00% | Q2 2013 | Q4 2014 | 8 |
Voit & Company, LLC | 1 | 1 | 0.01% | 0.81% | 5.71% | Q4 2018 | Q3 2020 | 8 |
Old West Investment Management, LLC | 6 | 2 | 6.24% | 18.99% | 32.88% | Q2 2013 | Q4 2020 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.07% | 0.94% | 2.87% | Q4 2020 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 5.10% | 5.72% | 6.50% | Q4 2021 | Q3 2023 | 8 |
Evolution Advisers, Inc. | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Bensler, LLC | 8 | 8 | 0.97% | 1.00% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Pine Haven Investment Counsel, Inc | 8 | 8 | 0.83% | 0.86% | 0.88% | Q4 2021 | Q3 2023 | 8 |
Wedmont Private Capital | 8 | 8 | 0.58% | 0.90% | 1.70% | Q4 2021 | Q3 2023 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.21% | 0.53% | 0.89% | Q4 2021 | Q3 2023 | 8 |
Harvey Partners, LLC | 2 | 1 | 0.27% | 7.05% | 20.17% | Q4 2014 | Q1 2023 | 8 |
PROVENCE WEALTH MANAGEMENT GROUP | 8 | 8 | 2.48% | 4.52% | 6.88% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 1.91% | 2.11% | 2.48% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.80% | 1.30% | 1.62% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.18% | 0.28% | 0.34% | Q4 2021 | Q3 2023 | 8 |
RS CRUM INC. | 8 | 8 | 0.12% | 0.20% | 0.38% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.10% | 0.15% | 0.22% | Q4 2021 | Q3 2023 | 8 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.48% | 3.58% | 10.13% | Q1 2023 | Q3 2023 | 8 |
Fingerlakes Wealth Management, Inc. | 8 | 8 | 1.12% | 1.18% | 1.23% | Q4 2021 | Q3 2023 | 8 |
WEALTH EFFECTS LLC | 8 | 8 | 0.17% | 0.21% | 0.22% | Q4 2021 | Q3 2023 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.26% | 0.91% | 1.85% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.17% | 0.49% | 0.85% | Q4 2021 | Q3 2023 | 8 |
TDAM USA INC. | 6 | 1 | 0.01% | 0.50% | 3.90% | Q3 2013 | Q4 2018 | 8 |
Western Pacific Wealth Management, LP | 8 | 8 | 0.12% | 0.38% | 0.58% | Q4 2021 | Q3 2023 | 8 |
Nishkama Capital, LLC | 2 | 1 | 0.62% | 6.22% | 11.87% | Q1 2019 | Q2 2023 | 8 |
RTD Financial Advisors, Inc. | 8 | 8 | 0.21% | 0.23% | 0.26% | Q4 2021 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 1.00% | 1.39% | 1.63% | Q2 2013 | Q1 2015 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 0.41% | 0.45% | 0.49% | Q4 2021 | Q3 2023 | 8 |
OppenheimerFunds, Inc. | 4 | 4 | 0.00% | 0.03% | 0.22% | Q4 2015 | Q4 2017 | 8 |
New World Advisors LLC | 4 | 1 | 0.08% | 0.81% | 5.69% | Q1 2019 | Q2 2023 | 8 |
Finer Wealth Management, Inc. | 8 | 8 | 0.45% | 0.52% | 0.64% | Q4 2021 | Q3 2023 | 8 |
Powers Advisory Group, LLC | 8 | 8 | 0.48% | 0.51% | 0.57% | Q4 2021 | Q3 2023 | 8 |
ML & R WEALTH MANAGEMENT LLC | 8 | 8 | 0.53% | 0.66% | 0.84% | Q4 2021 | Q3 2023 | 8 |
Revolve Wealth Partners, LLC | 8 | 8 | 0.52% | 0.62% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Ameliora Wealth Management Ltd. | 8 | 8 | 1.19% | 1.85% | 3.08% | Q4 2021 | Q3 2023 | 8 |
Desjardins Global Asset Management Inc. | 8 | 8 | 0.03% | 0.25% | 0.46% | Q4 2021 | Q3 2023 | 8 |
Aspire Capital Advisors LLC | 7 | 7 | 2.64% | 3.39% | 5.10% | Q1 2022 | Q3 2023 | 7 |
Cross Staff Investments Inc | 7 | 7 | 0.21% | 0.30% | 0.36% | Q4 2021 | Q2 2023 | 7 |
Worth Asset Management, LLC | 7 | 7 | 0.18% | 0.61% | 0.77% | Q1 2022 | Q3 2023 | 7 |
Cyrus J. Lawrence, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 4.90% | 7.19% | 9.36% | Q4 2019 | Q2 2021 | 7 |
Optiver Holding B.V. | 4 | 1 | 0.01% | 0.31% | 0.93% | Q2 2021 | Q3 2023 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.35% | 1.03% | 1.30% | Q1 2022 | Q3 2023 | 7 |
Oak Asset Management, LLC | 7 | 7 | 0.10% | 0.16% | 0.39% | Q1 2022 | Q3 2023 | 7 |
SURIENCE PRIVATE WEALTH LLC | 7 | 7 | 0.79% | 10.74% | 24.64% | Q4 2021 | Q2 2023 | 7 |
Alley Investment Management Company, LLC | 7 | 7 | 0.33% | 0.57% | 1.14% | Q1 2022 | Q3 2023 | 7 |
Westwood Wealth Management | 7 | 7 | 0.54% | 0.93% | 1.30% | Q1 2022 | Q3 2023 | 7 |
abrdn Investment Management Ltd | 7 | 7 | 0.00% | 0.27% | 0.73% | Q2 2013 | Q4 2014 | 7 |
Bard Financial Services, Inc. | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q2 2023 | 7 |
ANGELES WEALTH MANAGEMENT, LLC | 7 | 7 | 2.50% | 2.94% | 3.66% | Q1 2022 | Q3 2023 | 7 |
Financial Guidance Group, Inc. | 7 | 7 | 4.43% | 5.52% | 8.39% | Q1 2022 | Q3 2023 | 7 |
Nvest Financial, LLC | 7 | 7 | 5.97% | 6.55% | 7.08% | Q1 2022 | Q3 2023 | 7 |
THEORY FINANCIAL LLC | 4 | 3 | 0.61% | 0.83% | 1.73% | Q4 2021 | Q3 2023 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.09% | 0.10% | 0.13% | Q1 2022 | Q3 2023 | 7 |
WealthPlan Investment Management, LLC | 6 | 1 | 0.16% | 0.19% | 0.30% | Q1 2022 | Q4 2023 | 7 |
Clarus Group, Inc. | 7 | 7 | 0.32% | 0.72% | 1.48% | Q1 2022 | Q3 2023 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 1.17% | 1.59% | 1.87% | Q4 2021 | Q3 2023 | 7 |
Fort Baker Capital Management LP | 2 | 1 | 1.78% | 5.40% | 11.82% | Q4 2018 | Q2 2023 | 7 |
Twelve Points Wealth Management LLC | 7 | 7 | 0.12% | 0.19% | 0.31% | Q4 2021 | Q2 2023 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 1.32% | 3.29% | 5.87% | Q1 2022 | Q3 2023 | 7 |
CastleArk Alternatives, LLC | 7 | 7 | 0.48% | 1.85% | 2.60% | Q2 2018 | Q4 2019 | 7 |
Capasso Planning Partners LLC | 7 | 7 | 1.37% | 12.05% | 20.96% | Q1 2022 | Q3 2023 | 7 |
Signature Wealth Management Group | 4 | 1 | 0.08% | 0.15% | 0.26% | Q4 2017 | Q4 2022 | 7 |
Horizons Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 1.14% | 1.60% | 2.42% | Q1 2022 | Q3 2023 | 7 |
Grant Street Asset Management, Inc. | 6 | 1 | 0.11% | 0.19% | 0.52% | Q4 2021 | Q3 2023 | 7 |
BetterWealth, LLC | 4 | 3 | 0.09% | 0.14% | 0.34% | Q4 2021 | Q3 2023 | 7 |
Strategic Equity Management | 6 | 1 | 0.10% | 7.96% | 17.04% | Q4 2021 | Q3 2023 | 7 |
Ardent Capital Management, Inc. | 4 | 3 | 0.32% | 0.40% | 0.56% | Q4 2021 | Q3 2023 | 7 |
HARRIS ASSOCIATES L P | 6 | 1 | 0.00% | 0.02% | 0.09% | Q4 2021 | Q3 2023 | 7 |
Second Half Financial Partners, LLC | 7 | 7 | 1.06% | 2.75% | 4.10% | Q1 2022 | Q3 2023 | 7 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 6 | 1 | 0.34% | 0.47% | 0.60% | Q4 2021 | Q3 2023 | 7 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.00% | 0.28% | 0.49% | Q4 2020 | Q3 2023 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.12% | 0.14% | 0.17% | Q4 2021 | Q3 2023 | 7 |
Landmark Bank | 7 | 7 | 0.32% | 0.77% | 1.50% | Q2 2018 | Q4 2019 | 7 |
ShankerValleau Wealth Advisors, Inc. | 4 | 3 | 0.13% | 0.16% | 0.20% | Q4 2021 | Q3 2023 | 7 |
STUDIO INVESTMENT MANAGEMENT LLC | 6 | 1 | 0.01% | 0.09% | 0.53% | Q3 2021 | Q3 2023 | 7 |
Union Square Park Capital Management, LLC | 2 | 2 | 6.15% | 17.40% | 33.14% | Q4 2020 | Q3 2023 | 7 |
Centric Wealth Management | 4 | 1 | 0.07% | 0.76% | 2.64% | Q2 2020 | Q3 2023 | 7 |
MONROE BANK & TRUST/MI | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2016 | Q2 2018 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 1.57% | 4.30% | 6.10% | Q1 2022 | Q3 2023 | 7 |
SUMITOMO LIFE INSURANCE CO | 7 | 7 | 4.01% | 8.45% | 14.26% | Q1 2022 | Q3 2023 | 7 |
Radnor Financial Advisors, LLC | 7 | 7 | 0.52% | 0.61% | 0.70% | Q1 2021 | Q3 2022 | 7 |
WestHill Financial Advisors, Inc. | 5 | 2 | 0.06% | 0.08% | 0.13% | Q4 2021 | Q3 2023 | 7 |
Quantinno Capital Management LP | 6 | 1 | 0.04% | 0.42% | 0.72% | Q4 2021 | Q3 2023 | 7 |
Kassirer Asset Management Corp | 7 | 7 | 0.20% | 0.32% | 0.50% | Q2 2015 | Q4 2016 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.32% | 0.45% | 0.56% | Q1 2022 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 3.41% | 3.89% | 4.78% | Q4 2019 | Q2 2021 | 7 |
Renasant Bank | 6 | 1 | 0.28% | 0.54% | 0.76% | Q4 2021 | Q3 2023 | 7 |
Total Wealth Planning, LLC | 7 | 7 | 0.08% | 0.16% | 0.22% | Q1 2022 | Q3 2023 | 7 |
TMD & ASSOCIATES, INC | 6 | 1 | 0.14% | 0.21% | 0.25% | Q3 2017 | Q2 2019 | 7 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.15% | 5.41% | 7.00% | Q2 2015 | Q3 2016 | 7 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 3 | 2 | 0.02% | 0.15% | 0.62% | Q3 2013 | Q4 2016 | 7 |
BRASADA CAPITAL MANAGEMENT, LP | 4 | 1 | 0.02% | 0.32% | 1.17% | Q1 2018 | Q1 2022 | 7 |
Lion Point Capital, LP | 6 | 1 | 3.11% | 19.04% | 57.54% | Q4 2019 | Q3 2023 | 7 |
Rinet Co LLC | 6 | 1 | 0.06% | 0.22% | 0.50% | Q4 2019 | Q3 2021 | 7 |
Echo Wealth Management, LLC | 7 | 7 | 0.29% | 0.33% | 0.39% | Q4 2020 | Q2 2022 | 7 |
Sendero Wealth Management, LLC | 6 | 1 | 0.11% | 0.29% | 0.76% | Q4 2021 | Q3 2023 | 7 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 3 | 1 | 0.86% | 4.54% | 8.28% | Q3 2016 | Q2 2022 | 7 |
Elgethun Capital Management | 6 | 1 | 0.04% | 0.05% | 0.08% | Q4 2016 | Q3 2023 | 7 |
Hill Investment Group Partners, LLC | 5 | 1 | 0.04% | 0.10% | 0.18% | Q3 2021 | Q3 2023 | 7 |
London & Capital Asset Management Ltd | 7 | 7 | 0.10% | 0.11% | 0.13% | Q4 2018 | Q2 2020 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q2 2023 | 7 |
ARGENT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.01% | 0.66% | 2.62% | Q4 2013 | Q2 2022 | 7 |
RETIREMENT DESIGN & MANAGEMENT INC /ADV | 7 | 7 | 0.69% | 3.96% | 10.64% | Q4 2014 | Q2 2016 | 7 |
SILVERHAWK ASSET MANAGEMENT, LLC | 7 | 7 | 5.11% | 5.87% | 7.69% | Q4 2021 | Q2 2023 | 7 |
Point Break Capital Management, LLC | 3 | 1 | 15.16% | 42.04% | 73.03% | Q2 2021 | Q3 2023 | 7 |
FISHMAN JAY A LTD/MI | 7 | 7 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 1 | 0.07% | 4.90% | 14.76% | Q1 2015 | Q2 2023 | 7 |
Western Asset Management Company, LLC | 7 | 7 | 0.31% | 1.16% | 1.45% | Q1 2022 | Q3 2023 | 7 |
Gibraltar Capital Management, Inc. | 3 | 2 | 0.10% | 0.15% | 0.18% | Q3 2019 | Q3 2023 | 7 |
Lloyds Banking Group plc | 4 | 3 | 0.00% | 0.08% | 0.22% | Q2 2013 | Q1 2015 | 7 |
Jupiter Wealth Management LLC | 6 | 1 | 0.18% | 0.58% | 2.90% | Q1 2019 | Q3 2023 | 7 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 4 | 3 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 7 |
SYMPHONY ASSET MANAGEMENT LLC | 4 | 1 | 0.43% | 1.11% | 3.49% | Q2 2013 | Q2 2020 | 7 |
Proxima Capital Management, LLC | 4 | 3 | 3.07% | 10.73% | 22.49% | Q2 2014 | Q3 2016 | 7 |
Lodbrok Capital LLP | 3 | 2 | 4.19% | 23.86% | 47.62% | Q2 2019 | Q1 2023 | 7 |
400 Capital Management LLC | 7 | 7 | 1.50% | 22.99% | 98.14% | Q1 2022 | Q3 2023 | 7 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 6 | 1 | 0.15% | 0.19% | 0.30% | Q1 2020 | Q3 2023 | 7 |
Rudd International, Inc. | 7 | 7 | 0.17% | 0.18% | 0.20% | Q4 2018 | Q2 2020 | 7 |
Lombard Odier & Cie (Canada), Limited Partnership | 7 | 7 | 0.32% | 1.19% | 2.25% | Q4 2013 | Q2 2015 | 7 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 1 | 0.06% | 0.09% | 0.30% | Q4 2013 | Q4 2019 | 7 |
WINTON GROUP Ltd | 4 | 3 | 0.04% | 0.13% | 0.25% | Q4 2014 | Q1 2017 | 7 |
ASPIRIANT HOLDINGS S3, LLC | 7 | 7 | 0.12% | 0.19% | 0.59% | Q2 2014 | Q4 2015 | 7 |
Leonard Green & Partners, L.P. | 2 | 1 | 2.56% | 12.38% | 34.80% | Q4 2018 | Q1 2022 | 7 |
TCF National Bank | 7 | 7 | 0.93% | 1.21% | 1.48% | Q3 2019 | Q1 2021 | 7 |
OSTERWEIS CAPITAL MANAGEMENT INC | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
DSM CAPITAL PARTNERS LLC | 6 | 1 | 0.03% | 0.05% | 0.06% | Q3 2013 | Q2 2015 | 7 |
CNO Financial Group, Inc. | 7 | 7 | 26.61% | 41.92% | 50.28% | Q4 2014 | Q2 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 1.75% | 2.03% | 2.99% | Q2 2013 | Q4 2014 | 7 |
RELIANCE TRUST CO | 7 | 7 | 0.54% | 0.72% | 0.82% | Q2 2013 | Q4 2014 | 7 |
SIX COLUMNS CAPITAL, LP | 7 | 7 | 3.62% | 7.43% | 14.18% | Q4 2019 | Q2 2021 | 7 |
WRAPMANAGER INC | 4 | 1 | 0.06% | 0.07% | 0.08% | Q3 2017 | Q3 2021 | 7 |
Aegea Capital Management LLC | 4 | 1 | 100.00% | 100.00% | 100.00% | Q4 2016 | Q1 2019 | 7 |
CONCORD ASSET MANAGEMENT LLC | 7 | 7 | 0.08% | 0.12% | 0.27% | Q2 2013 | Q4 2014 | 7 |
HARBOUR INVESTMENT MANAGEMENT LLC | 5 | 2 | 0.12% | 0.14% | 0.15% | Q1 2021 | Q3 2023 | 7 |
MILES CAPITAL, INC. | 7 | 7 | 1.01% | 1.35% | 1.68% | Q2 2013 | Q4 2014 | 7 |
Fusion Investment Group, LLC | 7 | 7 | 3.39% | 9.19% | 13.76% | Q4 2013 | Q2 2015 | 7 |
HIGH POINTE CAPITAL MANAGEMENT LLC | 4 | 1 | 0.09% | 0.61% | 1.85% | Q2 2013 | Q4 2019 | 7 |
First Citizens Financial Corp | 7 | 7 | 0.26% | 0.26% | 0.28% | Q4 2019 | Q2 2021 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.02% | 0.26% | 0.33% | Q2 2013 | Q4 2014 | 7 |
TIGER MANAGEMENT L.L.C. | 2 | 1 | 0.26% | 6.56% | 19.89% | Q2 2013 | Q1 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.35% | 0.55% | 0.74% | Q2 2013 | Q4 2014 | 7 |
Roof Advisory Group, Inc. | 7 | 7 | 14.79% | 17.08% | 20.06% | Q4 2017 | Q2 2019 | 7 |
Ghost Tree Capital, LLC | 4 | 1 | 4.39% | 13.51% | 49.01% | Q2 2016 | Q1 2022 | 7 |
11 Capital Partners LP | 4 | 3 | 7.22% | 14.91% | 21.20% | Q4 2020 | Q3 2023 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.34% | 0.37% | 0.44% | Q1 2022 | Q3 2023 | 7 |
Gideon Capital Advisors, Inc. | 2 | 1 | 0.64% | 3.22% | 7.65% | Q4 2013 | Q3 2019 | 7 |
Oasis Management Co Ltd. | 2 | 1 | 0.05% | 4.64% | 25.79% | Q4 2015 | Q3 2023 | 7 |
Long Pond Capital | 3 | 1 | 4.64% | 6.18% | 7.92% | Q2 2015 | Q3 2019 | 7 |
Apeiron RIA LLC | 5 | 2 | 0.09% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 7 |
MONTAG & CALDWELL, LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q4 2014 | Q3 2020 | 7 |
Fondren Management LP | 4 | 1 | 0.02% | 2.12% | 10.53% | Q2 2017 | Q4 2019 | 7 |
Edge Advisors, LLC | 7 | 7 | 4.23% | 4.52% | 4.80% | Q4 2016 | Q2 2018 | 7 |
HORIZON BANCORP INC /IN/ | 4 | 1 | 0.09% | 0.90% | 1.72% | Q4 2019 | Q3 2023 | 7 |
Elevated Capital Advisors, LLC | 4 | 1 | 0.08% | 0.10% | 0.12% | Q1 2021 | Q3 2023 | 7 |
HighVista Strategies LLC | 7 | 7 | 0.03% | 0.28% | 0.50% | Q2 2013 | Q4 2014 | 7 |
Aris Wealth Services, Inc. | 7 | 7 | 0.42% | 0.96% | 2.53% | Q1 2014 | Q3 2015 | 7 |
QP WEALTH MANAGEMENT, LLC | 6 | 1 | 0.23% | 0.47% | 0.74% | Q4 2019 | Q4 2022 | 7 |
Calypso Capital Management, LP | 7 | 7 | 14.04% | 21.81% | 32.22% | Q2 2013 | Q4 2014 | 7 |
Stone Point Wealth LLC | 7 | 7 | 0.16% | 0.19% | 0.33% | Q1 2022 | Q3 2023 | 7 |
Fusion Capital, LLC | 3 | 1 | 0.12% | 0.16% | 0.21% | Q4 2019 | Q1 2022 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.01% | 1.54% | 5.48% | Q2 2013 | Q4 2014 | 7 |
Delek Group, Ltd. | 7 | 7 | 0.77% | 1.50% | 3.00% | Q4 2017 | Q2 2019 | 7 |
Risk Paradigm Group, LLC | 3 | 1 | 0.00% | 0.03% | 0.10% | Q1 2015 | Q1 2018 | 7 |
Newtyn Management, LLC | 6 | 1 | 1.22% | 4.70% | 10.47% | Q4 2018 | Q3 2020 | 7 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 10.79% | 19.10% | Q2 2016 | Q1 2023 | 7 |
Monaco Asset Management SAM | 3 | 2 | 1.27% | 14.43% | 48.46% | Q2 2020 | Q3 2023 | 7 |
Marble Harbor Investment Counsel, LLC | 6 | 1 | 0.04% | 0.04% | 0.05% | Q4 2019 | Q3 2023 | 7 |
ALPHASIMPLEX GROUP, LLC | 4 | 3 | 5.59% | 8.34% | 10.15% | Q4 2017 | Q4 2019 | 7 |
SATOVSKY ASSET MANAGEMENT LLC | 7 | 7 | 0.15% | 0.17% | 0.19% | Q1 2021 | Q3 2022 | 7 |
TCWP LLC | 7 | 7 | 0.07% | 0.82% | 1.94% | Q4 2021 | Q2 2023 | 7 |
Standard Family Office LLC | 4 | 3 | 0.09% | 2.61% | 5.61% | Q4 2020 | Q3 2022 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.81% | 1.42% | 3.06% | Q1 2022 | Q3 2023 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 1.07% | 1.14% | 1.28% | Q1 2022 | Q3 2023 | 7 |
Carnick & Kubik, LLC | 7 | 7 | 1.08% | 2.03% | 2.38% | Q3 2014 | Q1 2016 | 7 |
TradeLink Global Equity LLC | 7 | 7 | 0.09% | 2.58% | 9.11% | Q2 2013 | Q4 2014 | 7 |
SeaStone Capital Management, L.P. | 3 | 1 | 4.49% | 13.55% | 35.76% | Q2 2013 | Q4 2015 | 7 |
New Harbor Financial Group, LLC | 3 | 2 | 0.00% | 0.37% | 0.70% | Q3 2021 | Q1 2023 | 7 |
ECLECTIC ASSOCIATES INC /ADV | 4 | 3 | 0.11% | 0.19% | 0.29% | Q3 2021 | Q3 2023 | 7 |
Sara-Bay Financial | 7 | 7 | 0.18% | 0.21% | 0.23% | Q1 2022 | Q3 2023 | 7 |
GRS Advisors, LLC | 4 | 1 | 2.23% | 4.67% | 7.81% | Q2 2013 | Q4 2015 | 7 |
Peterson Wealth Services | 7 | 7 | 0.42% | 0.75% | 1.10% | Q4 2021 | Q2 2023 | 7 |
Elm Ridge Management, LLC | 7 | 7 | 8.30% | 12.66% | 17.55% | Q1 2014 | Q3 2015 | 7 |
Nevsky Capital LLP | 7 | 7 | 18.99% | 22.02% | 30.67% | Q2 2013 | Q4 2014 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 1.78% | 1.96% | 2.22% | Q2 2020 | Q4 2021 | 7 |
ICON ADVISERS INC/CO | 5 | 2 | 0.30% | 0.58% | 0.90% | Q2 2015 | Q2 2017 | 7 |
WMG Financial Advisors, LLC | 5 | 2 | 0.20% | 0.55% | 1.77% | Q4 2021 | Q3 2023 | 7 |
Solidarity Wealth, LLC | 3 | 3 | 0.14% | 0.72% | 2.02% | Q1 2022 | Q3 2023 | 7 |
Zenit Asset Management AB | 4 | 1 | 1.82% | 5.32% | 9.37% | Q3 2013 | Q3 2015 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.29% | 0.37% | 0.51% | Q1 2021 | Q4 2022 | 7 |
RIVER GLOBAL INVESTORS LLP | 6 | 1 | 0.00% | 1.90% | 3.39% | Q1 2015 | Q1 2017 | 7 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.00% | 0.43% | 0.79% | Q4 2020 | Q3 2021 | 7 |
CSat Investment Advisory, L.P. | 7 | 7 | 22.96% | 26.83% | 31.93% | Q4 2018 | Q2 2020 | 7 |
Linker Capital Management Inc. | 7 | 7 | 12.21% | 12.55% | 13.04% | Q4 2021 | Q2 2023 | 7 |
Euclid Advisors LLC | 7 | 7 | 0.27% | 0.42% | 0.64% | Q2 2013 | Q4 2014 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.92% | 1.04% | 1.17% | Q2 2013 | Q4 2014 | 7 |
STRATEGIC WEALTH MANAGEMENT INC | 6 | 1 | 2.17% | 3.72% | 7.29% | Q2 2013 | Q1 2020 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 0.97% | 1.87% | 3.13% | Q1 2013 | Q3 2014 | 7 |
Cohen Capital Management, Inc. | 7 | 7 | 0.61% | 0.64% | 0.69% | Q1 2022 | Q3 2023 | 7 |
AFFINITY INVESTMENT ADVISORS, LLC | 1 | 1 | 0.02% | 0.22% | 0.36% | Q4 2014 | Q4 2022 | 7 |
First Western Trust Bank | 7 | 7 | 1.18% | 1.75% | 2.24% | Q1 2022 | Q3 2023 | 7 |
Safeguard Financial, LLC | 7 | 7 | 0.23% | 0.64% | 0.97% | Q1 2022 | Q3 2023 | 7 |
Connectus Wealth, LLC | 7 | 7 | 1.02% | 1.90% | 3.74% | Q1 2022 | Q3 2023 | 7 |
Truxt Investmentos Ltda. | 6 | 1 | 0.12% | 3.78% | 22.61% | Q3 2021 | Q3 2023 | 7 |
Athena Investment Management | 7 | 7 | 0.28% | 0.31% | 0.35% | Q1 2022 | Q3 2023 | 7 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 5 | 1 | 0.08% | 0.99% | 5.56% | Q1 2020 | Q4 2021 | 6 |
MD Financial Management Inc. | 6 | 6 | 1.34% | 10.71% | 20.88% | Q3 2020 | Q4 2021 | 6 |
3D/L Capital Management, LLC | 4 | 2 | 0.06% | 0.07% | 0.11% | Q1 2021 | Q1 2023 | 6 |
CHERRYDALE WEALTH MANAGEMENT, LLC | 5 | 1 | 0.90% | 2.08% | 2.53% | Q1 2022 | Q4 2023 | 6 |
PERISCOPE CAPITAL INC. | 4 | 1 | 0.34% | 7.34% | 20.72% | Q4 2016 | Q2 2023 | 6 |
MARCUARD FAMILY OFFICE LTD | 6 | 6 | 8.84% | 20.55% | 30.78% | Q2 2013 | Q3 2014 | 6 |
Transparent Wealth Partners LLC | 6 | 6 | 1.08% | 4.17% | 15.10% | Q4 2021 | Q1 2023 | 6 |
Atlas Principals, LLC | 2 | 1 | 10.10% | 30.81% | 86.28% | Q4 2019 | Q2 2022 | 6 |
Tamarack Advisers, LP | 1 | 1 | 0.05% | 11.98% | 54.16% | Q4 2015 | Q2 2023 | 6 |
ALPINE ASSOCIATES MANAGEMENT INC. | 5 | 1 | 0.07% | 2.41% | 11.30% | Q2 2016 | Q4 2017 | 6 |
Georgetown University | 4 | 1 | 7.76% | 38.20% | 65.05% | Q4 2017 | Q2 2020 | 6 |
HERON FINANCIAL GROUP, LLC | 6 | 6 | 0.21% | 0.23% | 0.26% | Q1 2022 | Q2 2023 | 6 |
Amber Capital Management LP | 2 | 1 | 11.16% | 47.34% | 78.71% | Q4 2013 | Q3 2016 | 6 |
First Western Capital Management Co | 6 | 6 | 0.10% | 0.15% | 0.18% | Q3 2014 | Q4 2015 | 6 |
SCHF (GPE), LLC | 6 | 6 | 2.47% | 15.02% | 24.84% | Q4 2019 | Q1 2021 | 6 |
Seaside Wealth Management, Inc. | 6 | 6 | 0.36% | 0.42% | 0.51% | Q2 2022 | Q3 2023 | 6 |
Claren Road Asset Management, LLC | 2 | 1 | 0.06% | 5.26% | 26.56% | Q1 2014 | Q2 2016 | 6 |
44 WEALTH MANAGEMENT LLC | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2021 | Q2 2023 | 6 |
Key Square Capital Management LLC | 2 | 2 | 0.21% | 1.70% | 2.96% | Q1 2022 | Q1 2023 | 6 |
Bowman & Co S.C. | 6 | 6 | 0.19% | 0.21% | 0.23% | Q4 2021 | Q1 2023 | 6 |
Blue Clay Capital Management, LLC | 4 | 2 | 0.49% | 9.79% | 22.15% | Q4 2014 | Q3 2016 | 6 |
Vulcan Value Partners, LLC | 1 | 1 | 0.00% | 0.04% | 0.17% | Q3 2014 | Q4 2022 | 6 |
AGILIS PARTNERS LLC | 5 | 1 | 1.18% | 2.90% | 6.56% | Q3 2019 | Q3 2021 | 6 |
Kensington Investment Counsel, LLC | 4 | 1 | 0.15% | 0.24% | 0.31% | Q2 2021 | Q3 2023 | 6 |
MOON CAPITAL MANAGEMENT LP | 2 | 1 | 0.83% | 13.82% | 39.14% | Q1 2019 | Q4 2022 | 6 |
INTEGRATED WEALTH COUNSEL, LLC | 3 | 1 | 0.11% | 2.91% | 5.15% | Q2 2013 | Q4 2016 | 6 |
Ensemble Capital Management | 3 | 1 | 0.04% | 0.22% | 0.60% | Q2 2015 | Q4 2022 | 6 |
AI Financial Services LLC | 3 | 3 | 20.93% | 31.26% | 40.66% | Q4 2017 | Q3 2019 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 4.43% | 7.37% | 11.99% | Q2 2015 | Q3 2016 | 6 |
E Fund Management (Hong Kong) Co., Ltd. | 4 | 2 | 0.43% | 2.19% | 4.20% | Q4 2021 | Q4 2023 | 6 |
QS LEGG MASON GLOBAL ASSET ALLOCATION, LLC | 6 | 6 | 4.24% | 5.21% | 7.81% | Q2 2013 | Q3 2014 | 6 |
Chandler Asset Management, Inc. | 5 | 1 | 0.01% | 0.01% | 0.04% | Q4 2017 | Q3 2022 | 6 |
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | 6 | 6 | 0.09% | 0.12% | 0.17% | Q2 2013 | Q3 2014 | 6 |
NATIONAL PENN INVESTORS TRUST CO /PA | 6 | 6 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q1 2016 | 6 |
Marlowe Partners LP | 2 | 2 | 31.11% | 37.91% | 47.36% | Q4 2014 | Q1 2017 | 6 |
Roger Wittlin Investment Advisory, LLC | 6 | 6 | 0.71% | 4.17% | 17.86% | Q2 2022 | Q3 2023 | 6 |
Wolf Group Capital Advisors | 6 | 6 | 0.14% | 0.14% | 0.15% | Q4 2020 | Q1 2022 | 6 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 1 | 1 | 0.00% | 3.28% | 13.03% | Q4 2016 | Q4 2019 | 6 |
Tanager Wealth Management LLP | 4 | 2 | 0.06% | 0.13% | 0.33% | Q4 2021 | Q3 2023 | 6 |
Independent Wealth Network Inc. | 2 | 2 | 0.00% | 0.90% | 1.82% | Q3 2021 | Q3 2023 | 6 |
NCM Capital Management, LLC | 4 | 2 | 0.13% | 0.15% | 0.16% | Q1 2022 | Q3 2023 | 6 |
Watchman Group, Inc. | 6 | 6 | 0.14% | 0.19% | 0.27% | Q2 2022 | Q3 2023 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2022 | Q3 2023 | 6 |
Lee Capital Holdings LLC | 4 | 1 | 0.23% | 0.57% | 0.97% | Q1 2019 | Q2 2022 | 6 |
DGS Capital Management, LLC | 6 | 6 | 0.19% | 0.22% | 0.26% | Q4 2021 | Q1 2023 | 6 |
Adaptive Financial Consulting, LLC | 4 | 2 | 0.12% | 0.12% | 0.13% | Q2 2021 | Q3 2023 | 6 |
Financial Strategies Group, Inc. | 4 | 2 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q3 2023 | 6 |
Hurlow Wealth Management Group, Inc. | 3 | 1 | 0.09% | 0.17% | 0.28% | Q2 2021 | Q3 2023 | 6 |
Heritage Way Advisors, LLC | 6 | 6 | 0.10% | 0.14% | 0.19% | Q3 2020 | Q4 2021 | 6 |
Lansing Street Advisors | 6 | 6 | 4.31% | 4.46% | 4.65% | Q1 2022 | Q2 2023 | 6 |
JD CAPITAL MANAGEMENT LLC | 3 | 1 | 1.82% | 24.11% | 62.34% | Q2 2013 | Q4 2020 | 6 |
Logan Stone Capital, LLC | 4 | 1 | 0.13% | 6.10% | 17.84% | Q4 2021 | Q3 2023 | 6 |
Mercer Investments LLC | 4 | 2 | 0.01% | 1.42% | 8.49% | Q1 2015 | Q3 2016 | 6 |
Virtus Investment Advisers, Inc. | 6 | 6 | 9.76% | 23.85% | 59.96% | Q2 2014 | Q3 2015 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.04% | 0.06% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Danda Trouve Investment Management, Inc. | 5 | 1 | 0.01% | 0.08% | 0.36% | Q4 2019 | Q3 2022 | 6 |
FIDUCIARY MANAGEMENT INC /WI/ | 2 | 1 | 0.00% | 0.02% | 0.04% | Q3 2014 | Q1 2020 | 6 |
CAPITAL PERFORMANCE ADVISORS LLP | 4 | 2 | 0.18% | 0.23% | 0.28% | Q4 2021 | Q3 2023 | 6 |
LifePro Asset Management | 4 | 1 | 0.06% | 0.16% | 0.24% | Q4 2020 | Q3 2023 | 6 |
KIM, LLC | 6 | 6 | 0.02% | 0.07% | 0.13% | Q2 2022 | Q3 2023 | 6 |
Arbor Wealth Management, LLC | 3 | 3 | 0.04% | 0.07% | 0.16% | Q4 2018 | Q4 2021 | 6 |
Stone Asset Management Inc. | 6 | 6 | 0.22% | 0.27% | 0.39% | Q4 2021 | Q1 2023 | 6 |
17 CAPITAL PARTNERS, LLC | 6 | 6 | 0.40% | 0.45% | 0.49% | Q2 2021 | Q3 2022 | 6 |
Blue Door Asset Management, LLC | 4 | 2 | 12.42% | 22.59% | 34.98% | Q1 2022 | Q3 2023 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 7.82% | 8.06% | 8.33% | Q2 2022 | Q3 2023 | 6 |
Shaolin Capital Management LLC | 4 | 1 | 0.08% | 2.40% | 5.69% | Q2 2020 | Q3 2023 | 6 |
AlphaQ Advisors LLC | 4 | 4 | 0.33% | 1.20% | 1.75% | Q4 2022 | Q3 2023 | 6 |
Eisler Capital (US) LLC | 3 | 3 | 5.17% | 9.84% | 14.14% | Q1 2023 | Q3 2023 | 6 |
Matisse Capital | 3 | 3 | 0.13% | 0.77% | 3.76% | Q4 2021 | Q3 2023 | 6 |
Global Beta Advisors LLC | 6 | 6 | 13.32% | 22.43% | 37.96% | Q4 2018 | Q1 2020 | 6 |
Greenspring Advisors, LLC | 6 | 6 | 0.08% | 0.10% | 0.13% | Q4 2021 | Q1 2023 | 6 |
Longer Investments Inc. | 2 | 1 | 0.22% | 9.85% | 18.56% | Q4 2014 | Q4 2018 | 6 |
Global Assets Advisory, LLC | 6 | 6 | 0.63% | 1.56% | 3.98% | Q2 2022 | Q3 2023 | 6 |
FSM Wealth Advisors, LLC | 6 | 6 | 0.33% | 0.53% | 0.88% | Q2 2022 | Q3 2023 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.01% | 0.03% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Renaissance Technologies | 2 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2021 | 6 |
Conestoga Capital Advisors, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q1 2013 | Q2 2014 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.45% | 0.48% | 0.53% | Q1 2022 | Q3 2023 | 6 |
S&T BANK/PA | 6 | 6 | 0.07% | 0.08% | 0.09% | Q1 2021 | Q2 2022 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 0.29% | 0.30% | 0.32% | Q2 2022 | Q3 2023 | 6 |
Affinity Asset Advisors, LLC | 2 | 1 | 6.08% | 19.79% | 54.19% | Q4 2020 | Q1 2023 | 6 |
Altrius Capital Management Inc | 6 | 6 | 0.15% | 0.19% | 0.24% | Q2 2022 | Q3 2023 | 6 |
Cinctive Capital Management LP | 2 | 1 | 0.33% | 2.19% | 5.00% | Q1 2021 | Q3 2023 | 6 |
Qalhat Capital Ltd | 6 | 6 | 4.89% | 24.76% | 47.65% | Q2 2022 | Q3 2023 | 6 |
TradeLink Capital LLC | 4 | 1 | 0.04% | 0.91% | 1.58% | Q1 2015 | Q1 2021 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.36% | 0.37% | 0.39% | Q4 2020 | Q1 2022 | 6 |
Greenfield Savings Bank | 4 | 2 | 0.72% | 0.82% | 0.90% | Q2 2022 | Q4 2023 | 6 |
P SCHOENFELD ASSET MANAGEMENT LP | 3 | 1 | 0.15% | 1.39% | 3.77% | Q2 2013 | Q3 2016 | 6 |
NEWLAND CAPITAL MANAGEMENT, LLC | 2 | 2 | 4.06% | 12.65% | 19.56% | Q2 2013 | Q3 2015 | 6 |
Olympus Peak Asset Management LP | 5 | 1 | 21.18% | 55.81% | 93.64% | Q4 2020 | Q2 2022 | 6 |
Householder Group Estate & Retirement Specialist, LLC | 4 | 1 | 0.87% | 1.09% | 1.35% | Q4 2021 | Q3 2023 | 6 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.06% | 0.11% | 0.19% | Q1 2021 | Q2 2023 | 6 |
Hollow Brook Wealth Management LLC | 4 | 2 | 0.21% | 2.27% | 8.76% | Q4 2014 | Q3 2023 | 6 |
Shelter Ins Profit Sharing | 5 | 1 | 0.96% | 2.22% | 4.83% | Q2 2013 | Q1 2015 | 6 |
Regency Capital Management Inc.\DE | 6 | 6 | 0.04% | 0.50% | 0.98% | Q1 2021 | Q2 2022 | 6 |
Sweet Financial Partners, LLC | 3 | 3 | 0.06% | 0.08% | 0.11% | Q4 2021 | Q3 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.24% | 0.30% | 0.40% | Q2 2022 | Q3 2023 | 6 |
Stonehage Fleming (UK) Ltd | 6 | 6 | 0.08% | 0.23% | 0.49% | Q4 2013 | Q1 2015 | 6 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.12% | 0.64% | 2.46% | Q4 2021 | Q3 2023 | 6 |
Quad Capital Management Advisors LLC | 3 | 1 | 0.00% | 3.68% | 10.06% | Q3 2017 | Q1 2019 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.08% | 0.12% | 0.19% | Q2 2013 | Q3 2014 | 6 |
CASTLE WEALTH MANAGEMENT LLC | 6 | 6 | 0.54% | 0.70% | 0.80% | Q2 2022 | Q3 2023 | 6 |
TRANSATLANTIQUE PRIVATE WEALTH LLC | 6 | 6 | 0.14% | 0.19% | 0.21% | Q2 2022 | Q3 2023 | 6 |
WEALTHSPAN PARTNERS, LLC | 6 | 6 | 0.35% | 0.39% | 0.44% | Q2 2022 | Q3 2023 | 6 |
DIFESA CAPITAL MANAGEMENT, LP | 5 | 5 | 0.16% | 15.26% | 29.52% | Q1 2022 | Q1 2023 | 6 |
Nova R Wealth, Inc. | 6 | 6 | 0.29% | 0.31% | 0.33% | Q2 2022 | Q3 2023 | 6 |
EHP Funds Inc. | 5 | 1 | 0.19% | 0.38% | 0.73% | Q1 2022 | Q3 2023 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.05% | 0.15% | 0.19% | Q2 2022 | Q3 2023 | 6 |
PYRRHO CAPITAL MANAGEMENT, LP | 2 | 1 | 8.06% | 24.36% | 40.41% | Q2 2015 | Q4 2016 | 6 |
AMERICAN NATIONAL BANK & TRUST CO /VA/ | 6 | 6 | 0.24% | 0.36% | 0.39% | Q2 2013 | Q3 2014 | 6 |
Forum Private Client Group LLC | 6 | 6 | 0.16% | 0.25% | 0.32% | Q1 2022 | Q2 2023 | 6 |
HFR Wealth Management, LLC | 6 | 6 | 0.08% | 0.11% | 0.12% | Q3 2021 | Q4 2022 | 6 |
Pinz Capital Management, LP | 2 | 1 | 0.03% | 0.70% | 3.45% | Q1 2020 | Q4 2021 | 6 |
Del Mar Asset Management, LP | 4 | 1 | 0.49% | 5.02% | 16.30% | Q2 2013 | Q3 2014 | 6 |
Karn, Couzens & Associates, Inc. | 6 | 6 | 0.61% | 0.71% | 0.76% | Q4 2020 | Q1 2022 | 6 |
Center For Asset Management LLC | 3 | 1 | 0.16% | 0.24% | 0.42% | Q4 2020 | Q3 2023 | 6 |
RETIREMENT GUYS FORMULA LLC | 3 | 1 | 0.33% | 1.17% | 2.22% | Q4 2021 | Q3 2023 | 6 |
IFS Advisors, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q4 2023 | 6 |
Martin Capital Partners, LLC | 3 | 1 | 0.10% | 0.22% | 0.38% | Q4 2017 | Q1 2023 | 6 |
Presidio Capital Management, LLC | 6 | 6 | 0.19% | 0.23% | 0.36% | Q2 2022 | Q3 2023 | 6 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.00% | 7.32% | 13.59% | Q4 2022 | Q3 2023 | 6 |
JT Stratford LLC | 2 | 1 | 0.06% | 0.14% | 0.22% | Q3 2019 | Q2 2023 | 6 |
TRB Advisors LP | 2 | 1 | 0.95% | 26.76% | 68.60% | Q4 2016 | Q2 2023 | 6 |
CADIAN CAPITAL MANAGEMENT, LP | 3 | 2 | 0.28% | 1.51% | 6.21% | Q4 2013 | Q4 2015 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.52% | 0.55% | 0.58% | Q2 2013 | Q3 2014 | 6 |
COMPASS FINANCIAL ADVISORS LLC | 6 | 6 | 1.58% | 1.68% | 1.75% | Q4 2021 | Q1 2023 | 6 |
VIVID FINANCIAL MANAGEMENT, INC. | 4 | 1 | 0.09% | 0.13% | 0.31% | Q4 2019 | Q4 2021 | 6 |
New Millennium Group LLC | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Astoria Portfolio Advisors LLC. | 6 | 6 | 0.30% | 0.50% | 0.78% | Q2 2022 | Q3 2023 | 6 |
M. Kraus & Co | 3 | 1 | 0.10% | 0.13% | 0.14% | Q3 2016 | Q3 2020 | 6 |
Efficient Advisors, LLC | 6 | 6 | 0.40% | 0.42% | 0.46% | Q1 2016 | Q2 2017 | 6 |
American Assets Investment Management, LLC | 4 | 2 | 0.05% | 0.66% | 1.41% | Q4 2015 | Q2 2017 | 6 |
Concourse Capital Management, LLC | 4 | 1 | 4.29% | 6.44% | 8.36% | Q4 2016 | Q4 2018 | 6 |
Corsicana & Co. | 6 | 6 | 4.38% | 4.53% | 4.66% | Q2 2021 | Q3 2022 | 6 |
GLG INC. | 3 | 3 | 0.14% | 5.95% | 31.65% | Q2 2013 | Q4 2013 | 6 |
Kingfisher Capital LLC | 3 | 1 | 0.01% | 0.06% | 0.10% | Q4 2015 | Q3 2023 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.22% | 0.24% | 0.26% | Q2 2013 | Q3 2014 | 6 |
INTREPID CAPITAL MANAGEMENT INC /DE/ | 5 | 5 | 4.70% | 19.52% | 34.12% | Q3 2013 | Q3 2014 | 6 |
Mainsail Financial Group, LLC | 4 | 4 | 0.00% | 5.23% | 8.14% | Q4 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 4.32% | 4.88% | 5.23% | Q4 2020 | Q1 2022 | 6 |
Cascadia Advisory Services, LLC | 3 | 1 | 2.04% | 3.63% | 7.83% | Q4 2019 | Q3 2021 | 6 |
PUZO MICHAEL J | 6 | 6 | 0.17% | 0.85% | 1.24% | Q2 2014 | Q3 2015 | 6 |
Eidelman Virant Capital | 4 | 1 | 0.33% | 1.82% | 4.24% | Q2 2013 | Q3 2020 | 6 |
NexWave Capital Partners LLC | 5 | 1 | 0.28% | 3.67% | 19.32% | Q4 2019 | Q4 2021 | 6 |
TIDE POINT CAPITAL MANAGEMENT, LP | 5 | 1 | 0.81% | 16.76% | 29.60% | Q3 2015 | Q3 2017 | 6 |
Hillman Capital Management, Inc. | 2 | 1 | 0.12% | 0.44% | 0.96% | Q4 2019 | Q4 2022 | 6 |
ORANGE CAPITAL, LLC | 5 | 5 | 12.04% | 27.23% | 44.76% | Q1 2014 | Q1 2015 | 6 |
TCG Advisors, LP | 6 | 6 | 0.07% | 0.74% | 1.72% | Q1 2019 | Q2 2020 | 6 |
Town & Country Bank & Trust CO dba First Bankers Trust CO | 4 | 1 | 0.08% | 0.10% | 0.14% | Q2 2015 | Q4 2019 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2017 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
Cynosure Group, LLC | 4 | 2 | 0.24% | 1.65% | 3.30% | Q2 2019 | Q3 2023 | 6 |
Kernodle & Katon Asset Management Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q4 2015 | Q1 2017 | 6 |
Symmetry Partners, LLC | 3 | 1 | 0.02% | 0.11% | 0.25% | Q1 2017 | Q4 2020 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 2.14% | 2.95% | 3.64% | Q4 2019 | Q1 2021 | 6 |
Silver Rock Financial LLC | 6 | 6 | 41.46% | 56.83% | 66.74% | Q4 2013 | Q1 2015 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.50% | 0.65% | 0.92% | Q2 2013 | Q3 2014 | 6 |
EdgeRock Capital LLC | 6 | 6 | 0.44% | 0.55% | 1.02% | Q2 2022 | Q3 2023 | 6 |
Trustees of Dartmouth College | 5 | 1 | 9.10% | 19.92% | 33.98% | Q4 2013 | Q3 2023 | 6 |
Municipal Employees' Retirement System of Michigan | 6 | 6 | 0.03% | 3.33% | 10.19% | Q1 2020 | Q2 2021 | 6 |
Zimmer Partners, LP | 3 | 1 | 0.68% | 10.25% | 30.04% | Q2 2013 | Q1 2015 | 6 |
Amundi | 6 | 6 | 0.02% | 0.04% | 0.08% | Q2 2022 | Q3 2023 | 6 |
JASINKIEWICZ CAPITAL MANAGEMENT, LP | 5 | 1 | 3.01% | 6.13% | 11.23% | Q2 2013 | Q4 2014 | 6 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 6 | 6 | 0.53% | 0.59% | 0.72% | Q2 2022 | Q3 2023 | 6 |
Hamlin Capital Management, LLC | 1 | 1 | 0.02% | 0.10% | 0.22% | Q4 2014 | Q4 2018 | 6 |
GRAND JEAN CAPITAL MANAGEMENT INC | 6 | 6 | 0.06% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
IMPAX ASSET MANAGEMENT LLC | 3 | 1 | 0.01% | 0.07% | 0.28% | Q3 2014 | Q4 2017 | 6 |
Skaana Management L.P. | 4 | 4 | 0.49% | 1.35% | 3.15% | Q4 2022 | Q3 2023 | 6 |
CLOUGH CAPITAL PARTNERS L P | 2 | 1 | 0.02% | 0.18% | 0.47% | Q3 2016 | Q3 2022 | 6 |
Platt Investment Counsel, LLC | 6 | 6 | 0.19% | 1.23% | 2.60% | Q4 2020 | Q1 2022 | 6 |
STELLIAM INVESTMENT MANAGEMENT, LP | 4 | 1 | 0.58% | 2.85% | 6.22% | Q3 2013 | Q1 2019 | 6 |
FirstPurpose Wealth LLC | 6 | 6 | 0.36% | 0.44% | 0.67% | Q4 2021 | Q1 2023 | 6 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.00% | 8.39% | 13.78% | Q4 2022 | Q3 2023 | 6 |
Cormorant Asset Management, LP | 5 | 1 | 4.45% | 7.47% | 11.98% | Q3 2019 | Q1 2021 | 6 |
Passive Capital Management, LLC. | 6 | 6 | 0.30% | 0.35% | 0.45% | Q4 2021 | Q1 2023 | 6 |
Atlas Financial Advisors, Inc. | 4 | 2 | 1.04% | 15.00% | 23.80% | Q1 2022 | Q3 2023 | 6 |
HealthCor Management, L.P. | 2 | 1 | 1.08% | 4.65% | 10.94% | Q3 2014 | Q1 2021 | 6 |
PLANNING DIRECTIONS INC | 6 | 6 | 0.16% | 0.20% | 0.21% | Q2 2022 | Q3 2023 | 6 |
CJM Wealth Advisers, Ltd. | 3 | 1 | 0.13% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 6 |
ADVOCATE GROUP LLC | 6 | 6 | 0.07% | 0.08% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Blackston Financial Advisory Group, LLC | 5 | 1 | 0.24% | 0.45% | 0.70% | Q4 2021 | Q2 2023 | 6 |
ARK Investment Management | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
FULLER & THALER ASSET MANAGEMENT, INC. | 6 | 6 | 0.13% | 0.28% | 0.39% | Q2 2015 | Q3 2016 | 6 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 5 | 5 | 0.15% | 5.71% | 25.39% | Q3 2015 | Q3 2016 | 6 |
Pachira Investments Inc. | 5 | 1 | 0.17% | 0.22% | 0.31% | Q4 2016 | Q2 2022 | 6 |
Invictus RG | 5 | 1 | 34.26% | 43.51% | 56.04% | Q1 2018 | Q3 2019 | 6 |
QUANTRES ASSET MANAGEMENT Ltd | 6 | 6 | 1.09% | 1.18% | 1.28% | Q2 2017 | Q3 2018 | 6 |
black-and-white Capital LP | 4 | 1 | 6.23% | 9.25% | 12.86% | Q1 2020 | Q2 2021 | 5 |
RiverTree Advisors, LLC | 5 | 5 | 0.25% | 1.82% | 2.94% | Q4 2020 | Q4 2021 | 5 |
Connacht Asset Management LP | 5 | 5 | 7.12% | 17.92% | 37.41% | Q2 2022 | Q2 2023 | 5 |
Beaumont Asset Management, L.L.C. | 4 | 1 | 0.15% | 0.54% | 2.07% | Q1 2020 | Q1 2022 | 5 |
Clearline Capital LP | 2 | 1 | 7.06% | 26.39% | 55.17% | Q2 2014 | Q3 2023 | 5 |
Erickson Financial Group, LLC | 5 | 5 | 1.70% | 1.96% | 2.10% | Q3 2022 | Q3 2023 | 5 |
SOUTH GEORGIA CAPITAL, LLC | 5 | 5 | 1.36% | 2.41% | 3.61% | Q3 2014 | Q3 2015 | 5 |
DHK Financial Advisors, Inc. | 3 | 2 | 2.05% | 10.38% | 17.57% | Q4 2021 | Q2 2023 | 5 |
WCG Wealth Advisors LLC | 3 | 1 | 0.00% | 0.44% | 1.28% | Q2 2022 | Q3 2023 | 5 |
Sachem Head Capital | 5 | 5 | 0.15% | 0.54% | 1.30% | Q3 2022 | Q3 2023 | 5 |
RESOLUTE FINANCIAL, LLC | 5 | 5 | 0.42% | 0.56% | 0.80% | Q4 2021 | Q4 2022 | 5 |
BlueSpruce Investments, LP | 3 | 1 | 0.17% | 1.09% | 2.07% | Q4 2014 | Q4 2016 | 5 |
Deuterium Capital Management, LLC | 2 | 2 | 0.41% | 3.35% | 10.46% | Q1 2022 | Q1 2023 | 5 |
Alpine Global Management, LLC | 1 | 1 | 0.19% | 4.72% | 15.83% | Q2 2014 | Q1 2023 | 5 |
KS MANAGEMENT CORP | 5 | 5 | 49.12% | 67.18% | 80.37% | Q4 2014 | Q4 2015 | 5 |
McNaughton Wealth Management, LLC | 5 | 5 | 0.17% | 0.22% | 0.24% | Q3 2022 | Q3 2023 | 5 |
ATLANTA FINANCIAL ASSOCIATES LLC /ADV | 5 | 5 | 0.14% | 0.17% | 0.21% | Q1 2020 | Q1 2021 | 5 |
FORT PITT CAPITAL GROUP INC | 3 | 2 | 0.03% | 0.04% | 0.06% | Q1 2014 | Q3 2015 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 3.02% | 3.69% | 4.31% | Q4 2021 | Q4 2022 | 5 |
Athanor Capital, LP | 5 | 5 | 0.67% | 6.48% | 23.54% | Q4 2017 | Q4 2018 | 5 |
HARRELL INVESTMENT PARTNERS, LLC | 5 | 5 | 0.14% | 0.15% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Summit Equities Inc | 5 | 5 | 0.09% | 0.13% | 0.16% | Q2 2017 | Q2 2018 | 5 |
Geduld E E | 4 | 1 | 1.26% | 2.19% | 3.52% | Q1 2014 | Q4 2016 | 5 |
Probabilities Fund Management, LLC | 5 | 5 | 7.98% | 10.69% | 13.91% | Q4 2017 | Q4 2018 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 1.14% | 1.22% | 1.43% | Q3 2022 | Q3 2023 | 5 |
Darrow Company, Inc. | 4 | 1 | 0.14% | 0.57% | 0.80% | Q2 2022 | Q3 2023 | 5 |
BERRY GROUP, LLC | 5 | 5 | 1.53% | 2.01% | 2.26% | Q4 2019 | Q4 2020 | 5 |
Luken Investment Analytics, LLC | 4 | 1 | 7.01% | 9.97% | 12.42% | Q4 2020 | Q3 2023 | 5 |
Private Wealth Advisors, LLC | 3 | 3 | 0.07% | 0.70% | 2.81% | Q3 2019 | Q1 2020 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 4.56% | 5.07% | 5.86% | Q4 2013 | Q4 2014 | 5 |
Thornmark Asset Management Inc. | 5 | 5 | 0.72% | 1.30% | 2.18% | Q3 2013 | Q3 2014 | 5 |
Seminole Management Co., Inc. | 5 | 5 | 1.03% | 1.73% | 2.59% | Q1 2016 | Q1 2017 | 5 |
Southpaw Asset Management LP | 2 | 1 | 31.42% | 48.78% | 60.22% | Q4 2014 | Q1 2020 | 5 |
GSA CAPITAL PARTNERS LLP | 2 | 1 | 0.01% | 0.03% | 0.05% | Q3 2016 | Q3 2023 | 5 |
Rothschild Capital Partners, LLC | 3 | 1 | 1.03% | 5.73% | 16.23% | Q4 2014 | Q4 2016 | 5 |
LEUTHOLD GROUP, LLC | 2 | 1 | 0.02% | 0.03% | 0.06% | Q2 2013 | Q4 2018 | 5 |
Limestone Value Partners, LLC | 4 | 4 | 0.50% | 1.59% | 2.21% | Q4 2015 | Q3 2016 | 5 |
Amtrust Financial Services, Inc. | 5 | 5 | 1.75% | 6.70% | 12.98% | Q4 2016 | Q4 2017 | 5 |
Insight Inv LLC | 5 | 5 | 1.04% | 1.09% | 1.19% | Q4 2021 | Q4 2022 | 5 |
Scepter Holdings, Inc. | 5 | 5 | 9.79% | 65.59% | 89.00% | Q1 2018 | Q1 2019 | 5 |
Quadrant Capital Management, LLC | 3 | 2 | 0.10% | 0.14% | 0.16% | Q3 2018 | Q4 2019 | 5 |
TERRIL BROTHERS, INC. | 5 | 5 | 0.27% | 0.30% | 0.37% | Q4 2014 | Q4 2015 | 5 |
CRAMER ROSENTHAL MCGLYNN LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q4 2018 | 5 |
HIGHLINE CAPITAL MANAGEMENT, L.P. | 1 | 1 | 0.19% | 9.04% | 13.83% | Q2 2013 | Q3 2017 | 5 |
CYRUS CAPITAL PARTNERS, L.P. | 2 | 1 | 0.00% | 0.05% | 0.15% | Q1 2014 | Q3 2021 | 5 |
Dean, Jacobson Financial Services, LLC | 3 | 2 | 1.37% | 32.31% | 41.09% | Q4 2021 | Q3 2023 | 5 |
Numina Capital Management, LLC | 3 | 1 | 2.83% | 8.60% | 20.43% | Q1 2015 | Q3 2017 | 5 |
TRADITION ASSET MANAGEMENT LLC | 5 | 5 | 2.19% | 2.34% | 2.50% | Q2 2019 | Q2 2020 | 5 |
Prosiris Capital Management LP | 3 | 1 | 15.46% | 65.30% | 99.18% | Q4 2014 | Q1 2016 | 5 |
PRING TURNER CAPITAL GROUP INC | 5 | 5 | 0.25% | 0.38% | 0.82% | Q3 2022 | Q3 2023 | 5 |
Atreides Management, LP | 4 | 1 | 9.88% | 19.31% | 26.06% | Q3 2020 | Q3 2022 | 5 |
JBJ Investment Partners, LLC | 5 | 5 | 0.24% | 0.25% | 0.28% | Q4 2020 | Q4 2021 | 5 |
West Family Investments, Inc. | 2 | 1 | 0.06% | 0.85% | 2.31% | Q2 2017 | Q3 2022 | 5 |
Baring International Investment Ltd | 5 | 5 | 0.21% | 0.23% | 0.27% | Q2 2013 | Q2 2014 | 5 |
swisspartners Advisors Ltd | 4 | 1 | 0.15% | 0.22% | 0.24% | Q4 2021 | Q3 2023 | 5 |
Bain Capital Public Equity Management, LLC | 4 | 1 | 0.10% | 0.22% | 0.41% | Q4 2016 | Q1 2019 | 5 |
Long Wharf Investors, Inc. | 5 | 5 | 1.85% | 2.04% | 2.36% | Q2 2013 | Q2 2014 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 2.21% | 2.36% | 2.63% | Q3 2022 | Q3 2023 | 5 |
GROESBECK INVESTMENT MANAGEMENT CORP /NJ/ | 2 | 1 | 0.22% | 0.42% | 0.58% | Q4 2014 | Q3 2019 | 5 |
COMMUNITY BANK SYSTEM, INC. | 5 | 5 | 1.06% | 1.09% | 1.11% | Q3 2013 | Q3 2014 | 5 |
FourWorld Capital Management LLC | 3 | 3 | 0.12% | 8.52% | 17.73% | Q1 2023 | Q3 2023 | 5 |
Invenomic Capital Management LP | 2 | 1 | 0.00% | 6.40% | 12.71% | Q4 2019 | Q3 2023 | 5 |
WEST MICHIGAN ADVISORS, LLC | 4 | 1 | 0.15% | 0.23% | 0.30% | Q2 2022 | Q3 2023 | 5 |
Parplus Partners | 5 | 5 | 85.36% | 97.07% | 100.00% | Q4 2018 | Q4 2019 | 5 |
Brick & Kyle, Associates | 4 | 1 | 0.02% | 0.04% | 0.15% | Q4 2014 | Q3 2023 | 5 |
TRH Financial, LLC | 5 | 5 | 0.09% | 0.15% | 0.21% | Q2 2021 | Q2 2022 | 5 |
Panning Capital Management, LP | 1 | 1 | 6.63% | 38.46% | 75.92% | Q2 2013 | Q1 2016 | 5 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 3 | 2 | 0.11% | 0.12% | 0.13% | Q4 2021 | Q3 2023 | 5 |
Airain ltd | 3 | 1 | 0.03% | 0.05% | 0.08% | Q3 2015 | Q2 2017 | 5 |
RAM Investment Partners, LLC | 5 | 5 | 0.16% | 0.25% | 0.31% | Q4 2022 | Q4 2023 | 5 |
Arlington Financial Advisors, LLC | 4 | 1 | 0.12% | 0.32% | 0.39% | Q4 2018 | Q1 2021 | 5 |
USA FINANCIAL FORMULAS | 3 | 2 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q2 2022 | 5 |
Nikko Asset Management Americas, Inc. | 4 | 1 | 0.04% | 0.11% | 0.25% | Q3 2014 | Q2 2016 | 5 |
Yost Capital Management, LP | 2 | 1 | 1.74% | 5.14% | 9.04% | Q4 2019 | Q3 2022 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 5 |
Sicart Associates LLC | 4 | 1 | 0.07% | 0.18% | 0.55% | Q1 2017 | Q3 2022 | 5 |
CLEAR INVESTMENT RESEARCH, LLC | 5 | 5 | 0.02% | 0.11% | 0.25% | Q3 2022 | Q3 2023 | 5 |
Pacific Grove Capital LP | 3 | 1 | 2.51% | 12.81% | 22.55% | Q1 2016 | Q4 2018 | 5 |
Baron Wealth Management LLC | 5 | 5 | 2.25% | 2.54% | 2.74% | Q4 2022 | Q4 2023 | 5 |
DYMON ASIA CAPITAL LTD | 3 | 2 | 20.19% | 44.85% | 68.08% | Q2 2016 | Q3 2017 | 5 |
EXELON CORP | 4 | 1 | 22.64% | 84.53% | 100.00% | Q4 2017 | Q4 2021 | 5 |
Blue Granite Capital, LLC | 5 | 5 | 0.03% | 9.72% | 41.89% | Q4 2016 | Q4 2017 | 5 |
Sycale Advisors (NY) LLC | 4 | 1 | 0.36% | 25.02% | 49.78% | Q1 2021 | Q3 2023 | 5 |
Socha Financial Group, LLC | 5 | 5 | 0.20% | 0.29% | 0.47% | Q3 2022 | Q3 2023 | 5 |
Paradigm Capital Management, LLC/NV | 5 | 5 | 0.55% | 0.66% | 0.76% | Q4 2021 | Q4 2022 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.90% | 1.10% | 1.32% | Q1 2015 | Q1 2016 | 5 |
Northeast Financial Group, Inc. | 5 | 5 | 0.19% | 0.38% | 0.62% | Q3 2022 | Q3 2023 | 5 |
DUDLEY CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.18% | 0.29% | 0.67% | Q4 2022 | Q3 2023 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.62% | 0.65% | 0.67% | Q4 2022 | Q4 2023 | 5 |
Cognios Capital, LLC | 5 | 5 | 0.60% | 0.68% | 0.78% | Q1 2019 | Q1 2020 | 5 |
Phoenix Investment Adviser LLC | 4 | 1 | 0.37% | 1.45% | 4.61% | Q3 2014 | Q3 2019 | 5 |
Evanston Investments, Inc., dba Evanston Advisors | 4 | 1 | 0.07% | 2.64% | 12.87% | Q4 2015 | Q4 2018 | 5 |
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC | 3 | 3 | 0.83% | 24.46% | 92.89% | Q1 2015 | Q3 2015 | 5 |
AGRAN LIBBIE | 3 | 1 | 0.47% | 0.51% | 0.53% | Q2 2013 | Q1 2015 | 5 |
Premia Global Advisors, LLC | 5 | 5 | 0.14% | 0.34% | 0.59% | Q4 2017 | Q4 2018 | 5 |
Kellett Wealth Advisors, LLC | 3 | 2 | 0.16% | 0.18% | 0.20% | Q4 2021 | Q3 2023 | 5 |
Sargent Investment Group, LLC | 3 | 2 | 0.06% | 0.24% | 0.38% | Q4 2018 | Q1 2023 | 5 |
THIRD AVENUE MANAGEMENT LLC | 2 | 1 | 0.01% | 0.08% | 0.23% | Q3 2015 | Q4 2020 | 5 |
Segantii Capital Management Ltd | 2 | 1 | 0.01% | 0.60% | 1.87% | Q3 2016 | Q1 2023 | 5 |
REDMONT WEALTH ADVISORS LLC | 5 | 5 | 1.17% | 1.32% | 1.49% | Q4 2021 | Q4 2022 | 5 |
Kinloch Capital, LLC | 5 | 5 | 2.48% | 2.62% | 2.91% | Q4 2020 | Q4 2021 | 5 |
Vermillion Asset Management LLC | 1 | 1 | 0.38% | 11.71% | 23.61% | Q3 2013 | Q2 2014 | 5 |
Fidelis Capital Partners, LLC | 4 | 4 | 0.04% | 2.66% | 4.37% | Q4 2022 | Q3 2023 | 5 |
BCWM, LLC | 5 | 5 | 0.12% | 0.27% | 0.39% | Q1 2020 | Q1 2021 | 5 |
INTREPID CAPITAL MANAGEMENT INC | 5 | 5 | 0.12% | 0.29% | 0.47% | Q3 2022 | Q3 2023 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 4.21% | 4.36% | 4.61% | Q3 2022 | Q3 2023 | 5 |
AZENTUS CAPITAL MANAGEMENT Ltd | 3 | 1 | 9.65% | 23.68% | 44.19% | Q3 2013 | Q3 2015 | 5 |
KRAEMATON INVESTMENT ADVISORS, INC | 3 | 2 | 0.21% | 0.22% | 0.24% | Q4 2021 | Q2 2023 | 5 |
Greenline Partners, LLC | 5 | 5 | 0.02% | 0.02% | 0.05% | Q4 2019 | Q4 2020 | 5 |
Balboa Wealth Partners | 5 | 5 | 2.32% | 2.83% | 3.24% | Q3 2022 | Q3 2023 | 5 |
Rovida Advisors Inc. | 3 | 2 | 1.04% | 9.25% | 16.99% | Q1 2020 | Q2 2022 | 5 |
CATAPULT CAPITAL MANAGEMENT LLC | 4 | 1 | 2.61% | 4.89% | 7.38% | Q2 2013 | Q1 2015 | 5 |
NewDay Solutions, LLC | 4 | 1 | 1.67% | 3.70% | 4.54% | Q4 2018 | Q1 2020 | 5 |
HARVARD MANAGEMENT CO INC | 3 | 2 | 2.57% | 9.95% | 34.91% | Q3 2015 | Q4 2016 | 5 |
CMH Wealth Management LLC | 5 | 5 | 4.08% | 4.49% | 4.68% | Q4 2018 | Q4 2019 | 5 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 5 | 5 | 0.28% | 0.31% | 0.34% | Q3 2015 | Q3 2016 | 5 |
UNIQUE WEALTH, LLC | 4 | 4 | 0.00% | 1.82% | 4.01% | Q4 2022 | Q3 2023 | 5 |
JAG CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.03% | 0.44% | 2.06% | Q2 2022 | Q3 2023 | 5 |
Mast Capital Management, LLC | 3 | 1 | 1.00% | 27.78% | 80.50% | Q2 2013 | Q4 2015 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.66% | 0.68% | 0.73% | Q3 2022 | Q3 2023 | 5 |
Wechter Feldman Wealth Management, Inc. | 5 | 5 | 16.74% | 17.79% | 18.84% | Q2 2020 | Q2 2021 | 5 |
ADVISOR PARTNERS II, LLC | 5 | 5 | 0.06% | 0.10% | 0.16% | Q3 2022 | Q3 2023 | 5 |
DRIVE WEALTH MANAGEMENT, LLC | 4 | 1 | 0.30% | 0.63% | 1.86% | Q4 2021 | Q3 2023 | 5 |
Wilmington Trust, National Association | 5 | 5 | 2.00% | 2.06% | 2.11% | Q2 2013 | Q2 2014 | 5 |
EMC Capital Management | 5 | 5 | 0.03% | 0.56% | 0.74% | Q3 2022 | Q3 2023 | 5 |
BRIGGS ADVISORY GROUP, INC. | 3 | 2 | 0.12% | 0.14% | 0.20% | Q4 2021 | Q3 2023 | 5 |
ARISTEIA CAPITAL, L.L.C. | 3 | 1 | 0.96% | 17.16% | 36.23% | Q2 2015 | Q3 2023 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 4.55% | 7.17% | 10.86% | Q3 2022 | Q3 2023 | 5 |
CHESAPEAKE ASSET MANAGEMENT LLC | 4 | 1 | 0.36% | 0.59% | 1.22% | Q4 2015 | Q4 2019 | 5 |
PURSUE WEALTH PARTNERS LLC | 4 | 1 | 0.04% | 0.39% | 0.68% | Q1 2022 | Q3 2023 | 5 |
PHH Investments, Ltd. | 5 | 5 | 0.11% | 0.14% | 0.15% | Q4 2018 | Q4 2019 | 5 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 1.24% | 1.87% | 2.26% | Q2 2013 | Q2 2021 | 5 |
Jump Financial, LLC | 2 | 1 | 0.08% | 6.39% | 12.67% | Q3 2020 | Q2 2022 | 5 |
Meghalaya Partners, L.P. | 2 | 2 | 6.40% | 21.77% | 50.49% | Q4 2017 | Q3 2019 | 5 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 5 | 5 | 0.07% | 0.11% | 0.17% | Q2 2020 | Q2 2021 | 5 |
Morningstar Investment Services LLC | 4 | 1 | 0.01% | 0.14% | 0.66% | Q4 2021 | Q1 2023 | 5 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 4 | 1 | 0.27% | 0.44% | 1.10% | Q2 2020 | Q3 2023 | 5 |
Polar Capital LLP | 2 | 1 | 0.10% | 3.52% | 7.82% | Q2 2014 | Q3 2017 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.11% | 0.12% | 0.13% | Q4 2015 | Q4 2016 | 5 |
Strategic Capital Group LLC | 5 | 5 | 2.35% | 3.44% | 5.07% | Q2 2013 | Q2 2014 | 5 |
James J. Burns & Company, LLC | 5 | 5 | 0.10% | 0.13% | 0.23% | Q3 2022 | Q3 2023 | 5 |
Alpha Square Group S LLC | 4 | 1 | 1.63% | 17.05% | 35.03% | Q1 2022 | Q3 2023 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 5.86% | 8.02% | 10.04% | Q4 2016 | Q4 2017 | 5 |
TLP GROUP LLC | 5 | 5 | 2.58% | 9.93% | 19.02% | Q1 2017 | Q1 2018 | 5 |
Beacon Pointe Wealth Advisors, LLC | 5 | 5 | 0.49% | 0.66% | 0.95% | Q4 2018 | Q4 2019 | 5 |
SABBY MANAGEMENT, LLC | 1 | 1 | 1.12% | 1.38% | 1.88% | Q1 2014 | Q3 2023 | 5 |
David J Yvars Group | 5 | 5 | 0.36% | 0.55% | 0.63% | Q4 2020 | Q4 2021 | 5 |
Strong Tower Advisory Services | 4 | 1 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 5 |
Fosun International Ltd | 5 | 5 | 0.19% | 0.24% | 0.29% | Q2 2020 | Q2 2021 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 1.02% | 1.17% | 1.28% | Q2 2020 | Q3 2021 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.83% | 1.21% | 1.60% | Q3 2021 | Q3 2022 | 5 |
ENZI WEALTH | 5 | 5 | 0.18% | 0.23% | 0.28% | Q3 2022 | Q3 2023 | 5 |
Kaizen Advisory, LLC | 5 | 5 | 7.26% | 20.86% | 54.11% | Q4 2017 | Q4 2018 | 5 |
Morling Financial Advisors, LLC | 5 | 5 | 0.30% | 0.32% | 0.35% | Q3 2022 | Q3 2023 | 5 |
ISLAY CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.58% | 2.72% | Q4 2019 | Q3 2023 | 5 |
EnTrust Global Partners Offshore LP | 2 | 1 | 0.09% | 11.95% | 29.82% | Q4 2017 | Q2 2019 | 5 |
W.H. Cornerstone Investments Inc. | 5 | 5 | 1.05% | 1.09% | 1.14% | Q3 2022 | Q3 2023 | 5 |
Cahill Wealth Management, LLC | 5 | 5 | 1.40% | 1.86% | 2.04% | Q3 2022 | Q3 2023 | 5 |
Unison Asset Management LLC | 5 | 5 | 0.36% | 0.37% | 0.40% | Q3 2022 | Q3 2023 | 5 |
Westpark Management, LLC | 4 | 4 | 2.31% | 39.59% | 52.76% | Q4 2021 | Q3 2022 | 5 |
Bellevue Group AG | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Rye Brook Capital LLC | 4 | 4 | 3.17% | 20.22% | 58.69% | Q2 2021 | Q1 2022 | 5 |
Hefty Wealth Partners | 2 | 1 | 0.01% | 0.16% | 0.40% | Q4 2015 | Q1 2018 | 5 |
HARVEST VOLATILITY MANAGEMENT LLC | 5 | 5 | 32.81% | 40.23% | 55.77% | Q4 2020 | Q4 2021 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.06% | 0.12% | 0.19% | Q4 2020 | Q4 2021 | 5 |
WHITE MOUNTAINS INSURANCE GROUP LTD | 5 | 5 | 23.85% | 51.92% | 66.45% | Q3 2022 | Q3 2023 | 5 |
SBK Financial, Inc. | 5 | 5 | 1.58% | 1.99% | 2.37% | Q4 2021 | Q4 2022 | 5 |
JB Capital LLC | 3 | 2 | 0.02% | 0.02% | 0.04% | Q3 2021 | Q3 2023 | 5 |
Wallace Capital Management Inc. | 4 | 1 | 0.03% | 0.11% | 0.14% | Q1 2021 | Q2 2022 | 5 |
Yellowstone Partners, LLC | 2 | 1 | 0.08% | 0.25% | 0.36% | Q4 2014 | Q4 2017 | 5 |
Concentric Capital Strategies, LP | 5 | 5 | 0.11% | 4.02% | 17.38% | Q3 2022 | Q3 2023 | 5 |
Ulrich Consultants & Investment Group, LLC | 5 | 5 | 1.09% | 3.97% | 6.45% | Q2 2022 | Q2 2023 | 5 |
Global Wealth Strategies & Associates | 5 | 5 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q4 2023 | 5 |
Rubric Capital Management LP | 2 | 1 | 12.46% | 18.63% | 30.00% | Q4 2016 | Q1 2022 | 5 |
CASPIAN CAPITAL LP | 2 | 1 | 31.33% | 60.80% | 94.48% | Q4 2014 | Q2 2017 | 5 |
Eisler Capital (UK) Ltd. | 2 | 1 | 0.12% | 0.88% | 2.42% | Q1 2021 | Q2 2023 | 5 |
P&S Credit Management, L.P. | 4 | 4 | 4.30% | 46.91% | 80.26% | Q4 2022 | Q3 2023 | 5 |
Tuscan Ridge Asset Management LLC | 2 | 1 | 0.14% | 0.53% | 1.02% | Q4 2018 | Q3 2019 | 5 |
ACAS, LLC | 4 | 1 | 0.31% | 0.35% | 0.38% | Q2 2022 | Q3 2023 | 5 |
PARK NATIONAL CORP /OH/ | 5 | 5 | 0.11% | 0.12% | 0.12% | Q4 2022 | Q4 2023 | 5 |
Poehling Capital Management, INC. | 3 | 1 | 0.00% | 0.10% | 0.28% | Q4 2017 | Q1 2022 | 5 |
AXS Investments LLC | 3 | 1 | 0.07% | 0.90% | 2.11% | Q1 2021 | Q3 2023 | 5 |
Empire Capital Management, L.L.C. | 2 | 1 | 11.55% | 22.26% | 41.29% | Q1 2014 | Q4 2016 | 5 |
AMJ Financial Wealth Management | 3 | 1 | 0.13% | 0.17% | 0.22% | Q4 2019 | Q3 2023 | 5 |
LILLEY & CO | 5 | 5 | 0.36% | 0.41% | 0.43% | Q2 2013 | Q2 2014 | 5 |
CrestPoint Capital Management, LLC | 5 | 5 | 0.12% | 0.13% | 0.15% | Q4 2013 | Q4 2014 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.60% | 0.98% | 1.16% | Q2 2013 | Q2 2021 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 1.89% | 2.40% | 2.93% | Q4 2021 | Q4 2022 | 5 |
Yorktown Management & Research Co Inc | 4 | 1 | 0.45% | 0.85% | 1.16% | Q3 2015 | Q3 2017 | 5 |
Artha Capital Management, Inc. | 2 | 1 | 0.18% | 10.42% | 15.33% | Q1 2013 | Q2 2014 | 5 |
CoreCommodity Management, LLC | 4 | 1 | 2.56% | 15.84% | 44.98% | Q4 2013 | Q1 2015 | 5 |
FMA ADVISORY INC | 4 | 1 | 0.02% | 0.16% | 0.22% | Q2 2015 | Q1 2021 | 5 |
Lindenwold Advisors, INC | 5 | 5 | 0.37% | 0.45% | 0.50% | Q4 2021 | Q4 2022 | 5 |
HWG Holdings LP | 2 | 1 | 0.00% | 0.12% | 0.26% | Q2 2018 | Q4 2023 | 5 |
Jane Street Holding, LLC | 3 | 3 | 0.00% | 1.25% | 3.12% | Q2 2013 | Q4 2013 | 5 |
SUMMITRY LLC | 2 | 1 | 0.02% | 0.04% | 0.06% | Q4 2016 | Q4 2022 | 5 |
DIKER MANAGEMENT LLC | 3 | 3 | 1.86% | 3.99% | 5.60% | Q1 2015 | Q3 2015 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.87% | 0.94% | 1.01% | Q2 2013 | Q2 2014 | 5 |
RAMIUS ADVISORS LLC | 2 | 1 | 0.02% | 0.48% | 1.73% | Q3 2019 | Q3 2021 | 5 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.05% | 0.10% | 0.20% | Q4 2022 | Q3 2023 | 4 |
SANDLER CAPITAL MANAGEMENT | 2 | 1 | 0.02% | 1.88% | 5.11% | Q4 2013 | Q4 2018 | 4 |
ICC CAPITAL MANAGEMENT INC/ | 4 | 4 | 0.00% | 0.03% | 0.07% | Q2 2014 | Q1 2015 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.08% | 0.08% | 0.09% | Q4 2022 | Q3 2023 | 4 |
BALESTRA CAPITAL LTD. | 1 | 1 | 5.58% | 38.13% | 80.38% | Q2 2013 | Q2 2014 | 4 |
Brahman Capital Corp. | 1 | 1 | 6.98% | 11.92% | 16.02% | Q3 2013 | Q3 2015 | 4 |
BRANDES INVESTMENT PARTNERS, LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 4 |
MORGENS WATERFALL VINTIADIS & CO INC | 4 | 4 | 5.81% | 21.46% | 34.11% | Q3 2015 | Q2 2016 | 4 |
BESSEMER SECURITIES LLC | 2 | 1 | 0.26% | 0.61% | 0.99% | Q3 2015 | Q1 2023 | 4 |
VANGUARD GROUP INC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 4 |
COMMUNITY TRUST & INVESTMENT CO | 2 | 2 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2018 | 4 |
PECONIC PARTNERS LLC | 2 | 1 | 0.01% | 4.09% | 15.93% | Q2 2013 | Q2 2019 | 4 |
ROBSHAW & JULIAN ASSOCIATES INC | 4 | 4 | 0.98% | 1.12% | 1.26% | Q2 2013 | Q1 2014 | 4 |
CANANDAIGUA NATIONAL BANK & TRUST CO | 4 | 4 | 3.14% | 4.11% | 4.54% | Q2 2017 | Q1 2018 | 4 |
CYPRESS FUNDS LLC | 3 | 1 | 11.61% | 12.87% | 13.60% | Q2 2016 | Q2 2017 | 4 |
COBALT CAPITAL MANAGEMENT, INC. | 1 | 1 | 1.90% | 3.25% | 4.24% | Q2 2013 | Q4 2021 | 4 |
NWI MANAGEMENT LP | 4 | 4 | 0.48% | 3.14% | 5.63% | Q2 2015 | Q1 2016 | 4 |
FAIRFIELD, BUSH & CO. | 2 | 1 | 0.00% | 0.06% | 0.10% | Q2 2013 | Q2 2023 | 4 |
DAVIDSON TRUST CO | 4 | 4 | 0.17% | 0.18% | 0.20% | Q4 2022 | Q3 2023 | 4 |
CLINTON GROUP INC | 2 | 1 | 0.03% | 0.21% | 0.51% | Q3 2014 | Q2 2018 | 4 |
DE BURLO GROUP INC | 3 | 1 | 0.01% | 0.38% | 1.42% | Q3 2020 | Q3 2022 | 4 |
Gruss Capital Management LP | 2 | 1 | 9.43% | 14.75% | 27.47% | Q2 2013 | Q3 2015 | 4 |
PRENTISS SMITH & CO INC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q4 2015 | Q3 2018 | 4 |
Glenview Capital Management | 4 | 4 | 6.09% | 10.12% | 11.99% | Q4 2022 | Q3 2023 | 4 |
CAZ INVESTMENTS LP | 3 | 1 | 20.26% | 34.30% | 48.20% | Q3 2016 | Q3 2017 | 4 |
OAK HILL ADVISORS LP | 2 | 1 | 0.14% | 18.29% | 31.31% | Q2 2014 | Q1 2016 | 4 |
MONTPELIER RE HOLDINGS LTD | 4 | 4 | 21.12% | 30.13% | 38.52% | Q2 2014 | Q1 2015 | 4 |
ARGENT TRUST COMPANY, N.A. | 4 | 4 | 0.52% | 0.54% | 0.58% | Q2 2014 | Q1 2015 | 4 |
AFAM CAPITAL, INC. | 3 | 1 | 0.03% | 0.05% | 0.11% | Q4 2014 | Q2 2016 | 4 |
STEINBERG ASSET MANAGEMENT LLC | 3 | 1 | 0.39% | 0.43% | 0.48% | Q3 2020 | Q3 2023 | 4 |
KELLOGG W K FOUNDATION TRUST | 2 | 1 | 0.24% | 0.95% | 1.50% | Q2 2016 | Q4 2020 | 4 |
STARR INTERNATIONAL CO INC | 2 | 1 | 5.66% | 10.42% | 18.07% | Q4 2018 | Q1 2020 | 4 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 4 | 4 | 0.17% | 0.18% | 0.18% | Q2 2016 | Q1 2017 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.37% | 0.44% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Broderick Brian C | 4 | 4 | 1.27% | 1.29% | 1.32% | Q4 2022 | Q3 2023 | 4 |
Eton Park Capital Management, L.P. | 2 | 1 | 0.42% | 1.97% | 3.34% | Q4 2013 | Q4 2015 | 4 |
SOUND ENERGY PARTNERS, INC. | 3 | 1 | 7.63% | 17.31% | 32.02% | Q3 2013 | Q3 2014 | 4 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 5.10% | 11.68% | 26.11% | Q3 2019 | Q2 2022 | 4 |
F&C Asset Management plc | 4 | 4 | 0.04% | 0.06% | 0.07% | Q2 2013 | Q1 2014 | 4 |
Westend Capital Management, LLC | 3 | 1 | 0.70% | 0.78% | 0.86% | Q2 2013 | Q2 2014 | 4 |
Ferox Capital Management LP | 4 | 4 | 1.79% | 2.48% | 3.74% | Q1 2019 | Q4 2019 | 4 |
Haverford Financial Services, Inc. | 1 | 1 | 0.07% | 0.15% | 0.32% | Q4 2016 | Q4 2019 | 4 |
GLG LLC | 2 | 1 | 0.15% | 0.62% | 1.34% | Q4 2014 | Q3 2016 | 4 |
Grantham, Mayo, Van Otterloo & Co. LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q1 2017 | 4 |
EJF Capital LLC | 2 | 1 | 7.59% | 11.38% | 16.08% | Q1 2015 | Q1 2017 | 4 |
Aurelius Capital Management, LP | 2 | 1 | 33.79% | 50.81% | 74.44% | Q3 2014 | Q4 2018 | 4 |
Mitsubishi UFJ Securities Holdings Co., Ltd. | 4 | 4 | 3.72% | 5.85% | 7.26% | Q3 2016 | Q2 2017 | 4 |
Dorsey Wright & Associates | 1 | 1 | 0.07% | 0.89% | 2.64% | Q4 2018 | Q4 2022 | 4 |
Bath Savings Trust Co | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Boston Partners | 2 | 1 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q4 2018 | 4 |
Cambrian Capital Limited Partnership | 3 | 1 | 13.16% | 23.45% | 34.09% | Q2 2016 | Q2 2018 | 4 |
Barton Investment Management | 4 | 4 | 0.10% | 0.12% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Capital Investment Counsel, Inc | 3 | 1 | 0.09% | 0.11% | 0.13% | Q4 2015 | Q1 2017 | 4 |
DECADE CAPITAL MANAGEMENT LLC | 3 | 1 | 2.55% | 7.75% | 12.70% | Q1 2014 | Q1 2015 | 4 |
Quantitative Investment Management, LLC | 1 | 1 | 1.52% | 13.86% | 40.37% | Q4 2018 | Q3 2023 | 4 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 8.12% | 15.53% | 27.39% | Q4 2014 | Q3 2017 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.02% | 3.93% | 7.85% | Q2 2023 | Q3 2023 | 4 |
Kingdom Ridge Capital, LLC | 4 | 4 | 20.10% | 33.64% | 48.72% | Q4 2016 | Q3 2017 | 4 |
Biondo Investment Advisors, LLC | 3 | 1 | 0.04% | 0.10% | 0.13% | Q3 2019 | Q1 2022 | 4 |
440 INVESTMENT GROUP, LLC | 4 | 4 | 1.80% | 2.89% | 3.42% | Q1 2017 | Q4 2017 | 4 |
361 CAPITAL LLC | 2 | 1 | 0.06% | 8.94% | 18.84% | Q4 2015 | Q3 2018 | 4 |
AGF Investments LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
RTW INVESTMENTS, LP | 4 | 4 | 5.65% | 6.03% | 6.44% | Q1 2021 | Q4 2021 | 4 |
SPHERA FUNDS MANAGEMENT LTD. | 2 | 1 | 5.13% | 6.36% | 8.05% | Q1 2020 | Q1 2023 | 4 |
Archer Capital Management, L.P. | 1 | 1 | 8.26% | 19.81% | 26.64% | Q2 2013 | Q2 2016 | 4 |
Corbin Capital Partners, L.P. | 4 | 4 | 1.49% | 4.32% | 8.10% | Q4 2022 | Q3 2023 | 4 |
Saba Capital Management, L.P. | 3 | 3 | 0.33% | 1.70% | 3.69% | Q2 2014 | Q4 2014 | 4 |
Broadfin Capital, LLC | 2 | 1 | 11.20% | 19.33% | 24.14% | Q2 2016 | Q4 2019 | 4 |
Meru Capital Group, LP | 2 | 1 | 0.45% | 7.38% | 14.70% | Q2 2013 | Q3 2020 | 4 |
RIVERSVILLE CAPITAL, INC. | 4 | 4 | 2.24% | 4.53% | 10.51% | Q2 2013 | Q1 2014 | 4 |
Vollero Beach Capital Partners LLC | 2 | 1 | 2.56% | 9.74% | 24.90% | Q2 2014 | Q3 2015 | 4 |
Starboard Value LP | 2 | 1 | 0.08% | 9.88% | 23.80% | Q3 2018 | Q3 2020 | 4 |
Western Standard LLC | 2 | 1 | 0.03% | 0.19% | 0.39% | Q3 2018 | Q2 2023 | 4 |
Kessler Investment Group, LLC | 2 | 1 | 0.00% | 0.10% | 0.21% | Q1 2020 | Q4 2022 | 4 |
Candlewood Investment Group, LP | 2 | 1 | 59.02% | 73.27% | 85.56% | Q4 2014 | Q1 2017 | 4 |
Palogic Value Management, L.P. | 4 | 4 | 0.32% | 0.35% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Riverloft Capital Management L.P. | 4 | 4 | 25.11% | 35.35% | 47.15% | Q1 2015 | Q4 2015 | 4 |
MANGROVE PARTNERS IM, LLC | 4 | 4 | 11.25% | 45.96% | 59.72% | Q1 2018 | Q4 2018 | 4 |
Magellan Asset Management Ltd | 4 | 4 | 0.02% | 0.02% | 0.03% | Q4 2016 | Q3 2017 | 4 |
Corre Partners Management, LLC | 2 | 1 | 21.81% | 36.70% | 56.26% | Q4 2021 | Q2 2023 | 4 |
COGNIOS BETA NEUTRAL LARGE CAP FUND, LP | 4 | 4 | 1.09% | 1.35% | 1.64% | Q4 2022 | Q3 2023 | 4 |
Encompass Capital Advisors LLC | 3 | 1 | 9.31% | 16.40% | 23.87% | Q1 2018 | Q1 2019 | 4 |
SUMIT CAPITAL, LLC | 3 | 1 | 11.15% | 26.09% | 50.05% | Q1 2014 | Q1 2015 | 4 |
Stone Toro Investment Advisers, LP | 4 | 4 | 1.41% | 3.56% | 6.66% | Q2 2014 | Q1 2015 | 4 |
Filament LLC | 4 | 4 | 0.41% | 0.43% | 0.45% | Q4 2016 | Q3 2017 | 4 |
Huntington Steele LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q2 2017 | Q1 2018 | 4 |
FutureAdvisor, Inc. | 4 | 4 | 0.16% | 0.25% | 0.33% | Q4 2014 | Q3 2015 | 4 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 3 | 1 | 0.02% | 0.22% | 0.42% | Q3 2017 | Q3 2019 | 4 |
HITE Hedge Asset Management LLC | 3 | 1 | 0.09% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 4 |
Kerrisdale Advisers, LLC | 1 | 1 | 0.15% | 5.37% | 12.46% | Q1 2016 | Q3 2023 | 4 |
Cerebellum GP, LLC | 2 | 2 | 0.01% | 10.54% | 30.24% | Q1 2018 | Q1 2019 | 4 |
Sanibel Captiva Investment Advisers, Inc. | 4 | 4 | 0.28% | 0.45% | 0.81% | Q1 2013 | Q4 2013 | 4 |
J2 Capital Management Inc | 4 | 4 | 0.37% | 0.39% | 0.42% | Q4 2022 | Q3 2023 | 4 |
MRA Associates USA LLC | 4 | 4 | 2.32% | 4.50% | 5.36% | Q4 2018 | Q3 2019 | 4 |
Princeton Alpha Management LP | 2 | 1 | 0.32% | 3.90% | 6.38% | Q4 2013 | Q3 2015 | 4 |
Sterling Ridge Capital Management LP | 2 | 1 | 1.44% | 17.68% | 48.88% | Q1 2015 | Q1 2016 | 4 |
Balter Liquid Alternatives, LLC | 2 | 1 | 0.01% | 0.96% | 3.78% | Q1 2016 | Q2 2019 | 4 |
THREE BAYS CAPITAL LP | 1 | 1 | 9.05% | 27.80% | 37.85% | Q2 2016 | Q2 2018 | 4 |
TAM Capital Management Inc. | 3 | 1 | 0.49% | 3.42% | 9.70% | Q1 2015 | Q1 2016 | 4 |
Connor, Clark & Lunn Investment Management Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q4 2019 | 4 |
MUFG Securities EMEA plc | 1 | 1 | 0.02% | 4.54% | 8.38% | Q2 2014 | Q2 2021 | 4 |
Parkwood LLC | 3 | 1 | 0.05% | 0.40% | 1.37% | Q3 2014 | Q3 2015 | 4 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2 | 1 | 0.09% | 0.20% | 0.42% | Q4 2014 | Q3 2023 | 4 |
Michael & Susan Dell Foundation | 4 | 4 | 66.37% | 74.23% | 97.46% | Q4 2019 | Q3 2020 | 4 |
MARLIN SAMS CAPITAL MANAGEMENT LLC | 4 | 4 | 8.02% | 21.59% | 51.82% | Q4 2016 | Q3 2017 | 4 |
Ashford Investment Management, LLC | 2 | 2 | 1.01% | 50.00% | 100.00% | Q1 2016 | Q2 2016 | 4 |
Alta Park Capital, LP | 1 | 1 | 5.71% | 7.04% | 8.30% | Q4 2019 | Q1 2023 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.69% | 0.99% | 1.21% | Q4 2014 | Q3 2015 | 4 |
Strategic Capital Alternatives LLC | 3 | 1 | 0.28% | 1.10% | 1.94% | Q3 2014 | Q3 2015 | 4 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 4 | 4 | 6.66% | 7.92% | 9.19% | Q4 2021 | Q3 2022 | 4 |
Samson Capital Advisors LLC | 4 | 4 | 0.19% | 0.31% | 0.39% | Q4 2014 | Q3 2015 | 4 |
Farmstead Capital Management, LLC | 2 | 2 | 34.54% | 70.24% | 91.36% | Q4 2015 | Q3 2018 | 4 |
Lebenthal Asset Management, LLC | 4 | 4 | 0.11% | 0.19% | 0.40% | Q2 2016 | Q1 2017 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 1.02% | 1.21% | 1.74% | Q4 2018 | Q4 2019 | 4 |
Castle Ridge Investment Management LP | 4 | 4 | 1.86% | 9.24% | 13.52% | Q3 2016 | Q2 2017 | 4 |
Cleary Gull Holdings Inc. | 4 | 4 | 1.39% | 1.63% | 1.80% | Q2 2015 | Q1 2016 | 4 |
AXAR CAPITAL MANAGEMENT L.P. | 3 | 1 | 37.46% | 79.21% | 95.83% | Q4 2015 | Q2 2019 | 4 |
Tairen Capital Ltd | 3 | 1 | 0.18% | 6.72% | 13.63% | Q1 2016 | Q4 2018 | 4 |
Genesee Capital Advisors, LLC | 2 | 1 | 0.01% | 0.14% | 0.44% | Q4 2018 | Q3 2023 | 4 |
Julex Capital Management, LLC | 4 | 4 | 0.04% | 1.27% | 4.94% | Q4 2018 | Q3 2019 | 4 |
Moss Adams Wealth Advisors LLC | 4 | 4 | 0.66% | 0.73% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Convector Capital Management, LP | 4 | 4 | 4.11% | 5.81% | 8.50% | Q4 2015 | Q3 2016 | 4 |
Fiduciary Wealth Partners, LLC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q1 2016 | Q4 2016 | 4 |
Mint Tower Capital Management B.V. | 3 | 1 | 0.00% | 0.08% | 0.12% | Q3 2017 | Q1 2021 | 4 |
Jenkins Wealth | 1 | 1 | 0.33% | 9.41% | 14.09% | Q4 2021 | Q4 2022 | 4 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 4 | 4 | 0.46% | 1.48% | 2.89% | Q4 2015 | Q3 2016 | 4 |
KHP Capital, LLC | 4 | 4 | 18.50% | 18.96% | 19.43% | Q4 2017 | Q3 2018 | 4 |
Warlander Asset Management, LP | 3 | 1 | 21.09% | 55.05% | 79.73% | Q4 2016 | Q4 2017 | 4 |
Capital One Investing, Inc. | 4 | 4 | 8.67% | 9.50% | 10.13% | Q4 2018 | Q3 2019 | 4 |
Paragon Wealth Strategies, LLC | 2 | 2 | 0.32% | 5.92% | 12.40% | Q4 2018 | Q3 2023 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 0.66% | 1.30% | 3.18% | Q4 2016 | Q3 2017 | 4 |
Per Stirling Capital Management, LLC. | 4 | 4 | 0.62% | 0.77% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Bowie Capital Management, LLC | 4 | 4 | 0.18% | 0.32% | 0.69% | Q1 2020 | Q4 2020 | 4 |
Neuburgh Advisers LLC | 3 | 1 | 0.01% | 0.12% | 0.24% | Q3 2017 | Q3 2019 | 4 |
Mitsubishi UFJ Asset Management (UK) Ltd. | 2 | 1 | 2.14% | 3.46% | 4.40% | Q3 2020 | Q4 2022 | 4 |
Benson Investment Management Company, Inc. | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2021 | Q3 2022 | 4 |
Tyers Asset Management LLC | 3 | 1 | 0.01% | 0.16% | 0.32% | Q3 2017 | Q3 2019 | 4 |
Meadow Creek Investment Management LLC | 3 | 1 | 0.01% | 0.06% | 0.11% | Q3 2017 | Q3 2019 | 4 |
Flinton Capital Management LLC | 3 | 1 | 0.02% | 0.19% | 0.36% | Q3 2017 | Q3 2019 | 4 |
Wealth & Pension Services Group, Inc. | 4 | 4 | 0.18% | 0.76% | 1.45% | Q4 2018 | Q3 2019 | 4 |
PIER 88 INVESTMENT PARTNERS LLC | 4 | 4 | 0.31% | 0.50% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Point72 Europe (London) LLP | 1 | 1 | 0.57% | 2.55% | 7.98% | Q2 2017 | Q3 2023 | 4 |
Gillson Capital LP | 2 | 1 | 0.68% | 1.72% | 3.64% | Q3 2018 | Q3 2023 | 4 |
Maso Capital Partners Ltd | 4 | 4 | 0.03% | 0.10% | 0.21% | Q1 2020 | Q4 2020 | 4 |
Counterpoint Mutual Funds LLC | 4 | 4 | 0.74% | 0.88% | 1.00% | Q2 2021 | Q1 2022 | 4 |
KALEIDOSCOPE CAPITAL LP | 4 | 4 | 47.33% | 53.19% | 58.74% | Q4 2017 | Q3 2018 | 4 |
Caption Management, LLC | 1 | 1 | 0.02% | 0.46% | 1.03% | Q2 2019 | Q4 2020 | 4 |
LH Capital Markets, LLC | 2 | 1 | 0.00% | 47.99% | 90.72% | Q2 2020 | Q3 2022 | 4 |
Salient Private Client, LLC | 4 | 4 | 2.13% | 4.50% | 6.00% | Q4 2017 | Q3 2018 | 4 |
AMS Capital Ltda | 2 | 1 | 2.26% | 8.41% | 16.19% | Q4 2018 | Q3 2020 | 4 |
Diametric Capital, LP | 3 | 1 | 0.45% | 2.11% | 3.12% | Q3 2019 | Q3 2020 | 4 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.60% | 0.66% | 0.76% | Q4 2017 | Q3 2018 | 4 |
STANSBERRY ASSET MANAGEMENT, LLC | 2 | 1 | 0.12% | 14.05% | 33.33% | Q4 2018 | Q2 2023 | 4 |
Francis Financial, Inc. | 4 | 4 | 0.43% | 0.52% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 1.46% | 3.88% | 7.06% | Q4 2017 | Q3 2018 | 4 |
Landmark Wealth Management, LLC | 2 | 1 | 0.04% | 0.18% | 0.34% | Q1 2022 | Q2 2023 | 4 |
Ballew Advisors, Inc | 4 | 4 | 0.04% | 0.34% | 1.22% | Q4 2017 | Q3 2018 | 4 |
Dragon Financial & Investment Group, LLC | 4 | 4 | 31.74% | 32.56% | 33.69% | Q4 2017 | Q3 2018 | 4 |
Santori & Peters, Inc. | 3 | 1 | 0.05% | 0.11% | 0.14% | Q4 2017 | Q4 2022 | 4 |
Windsor Advisory Group, LLC | 4 | 4 | 0.51% | 0.61% | 0.87% | Q4 2022 | Q3 2023 | 4 |
Crumly & Associates Inc. | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Geo Capital Gestora de Recursos Ltd | 4 | 4 | 0.00% | 0.34% | 0.93% | Q3 2019 | Q2 2020 | 4 |
Financial Advisors, LLC | 4 | 4 | 0.06% | 0.08% | 0.12% | Q2 2022 | Q1 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q3 2023 | 4 |
Noked Israel Ltd | 4 | 4 | 0.56% | 0.94% | 1.63% | Q3 2022 | Q2 2023 | 4 |
Legacy Trust | 4 | 4 | 3.55% | 3.60% | 3.63% | Q4 2022 | Q3 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.05% | 0.55% | 2.03% | Q1 2020 | Q4 2020 | 4 |
III Capital Management | 3 | 1 | 0.04% | 5.38% | 12.09% | Q2 2020 | Q3 2023 | 4 |
Gyon Technologies Capital Management, LP | 3 | 1 | 0.21% | 0.53% | 0.75% | Q4 2019 | Q3 2021 | 4 |
Meeder Advisory Services, Inc. | 4 | 4 | 0.08% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Privium Fund Management B.V. | 3 | 1 | 0.62% | 1.94% | 2.88% | Q1 2022 | Q2 2023 | 4 |
Watson Rebecca | 4 | 4 | 0.28% | 0.29% | 0.30% | Q4 2019 | Q3 2020 | 4 |
Birch Capital Management, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2022 | Q1 2023 | 4 |
PYA Waltman Capital, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2021 | Q3 2022 | 4 |
Argent Wealth Management LLC | 3 | 3 | 0.00% | 0.26% | 0.53% | Q4 2019 | Q2 2020 | 4 |
Future Financial Wealth Managment LLC | 3 | 1 | 0.17% | 0.25% | 0.43% | Q4 2021 | Q4 2022 | 4 |
Nationwide Asset Management LLC | 4 | 4 | 0.19% | 0.25% | 0.37% | Q1 2020 | Q4 2020 | 4 |
Stokes Family Office, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
Silversage Advisors | 4 | 4 | 0.86% | 1.01% | 1.37% | Q4 2019 | Q3 2020 | 4 |
Lloyd Advisory Services, LLC. | 1 | 1 | 0.00% | 0.08% | 0.29% | Q4 2019 | Q3 2023 | 4 |
ABSHER WEALTH MANAGEMENT, LLC | 3 | 1 | 0.04% | 0.04% | 0.06% | Q4 2019 | Q4 2021 | 4 |
Lead Edge Capital Management, LLC | 4 | 4 | 0.51% | 1.79% | 4.04% | Q4 2019 | Q3 2020 | 4 |
Summit Wealth Group, LLC | 2 | 1 | 0.00% | 0.19% | 0.42% | Q1 2021 | Q1 2023 | 4 |
Petix & Botte Co | 3 | 1 | 0.10% | 0.12% | 0.15% | Q3 2022 | Q3 2023 | 4 |
Goodwin Investment Advisory | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q4 2021 | 4 |
Aspen Grove Capital, LLC | 4 | 4 | 8.58% | 9.60% | 10.01% | Q4 2022 | Q3 2023 | 4 |
Cartenna Capital, LP | 2 | 1 | 0.09% | 9.76% | 18.70% | Q4 2021 | Q2 2023 | 4 |
Paul John Balson | 4 | 4 | 1.48% | 1.92% | 2.54% | Q1 2020 | Q4 2020 | 4 |
REBALANCE, LLC | 4 | 4 | 0.43% | 0.45% | 0.47% | Q4 2022 | Q3 2023 | 4 |
Sentinus, LLC | 4 | 4 | 1.88% | 2.67% | 3.80% | Q3 2022 | Q2 2023 | 4 |
Vise Technologies, Inc. | 3 | 1 | 0.06% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 4 |
Verdad Advisers, LP | 2 | 1 | 7.75% | 14.98% | 27.95% | Q3 2021 | Q3 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 0.31% | 0.84% | 1.77% | Q3 2020 | Q3 2023 | 4 |
Northstar Advisory Group, LLC | 4 | 4 | 0.52% | 1.06% | 1.42% | Q2 2022 | Q1 2023 | 4 |
Praetorian Wealth Management, Inc. | 4 | 4 | 0.19% | 0.20% | 0.21% | Q2 2020 | Q1 2021 | 4 |
Snider Financial Group | 2 | 2 | 0.12% | 0.27% | 0.37% | Q1 2022 | Q3 2023 | 4 |
SevenOneSeven Capital Management | 2 | 2 | 0.71% | 2.50% | 3.95% | Q4 2020 | Q4 2022 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.20% | 0.21% | 0.21% | Q4 2022 | Q3 2023 | 4 |
Ghisallo Capital Management LLC | 4 | 4 | 1.29% | 3.24% | 6.77% | Q4 2022 | Q3 2023 | 4 |
Cypress Point Wealth Management, LLC | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2021 | 4 |
SOUNDMARK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.11% | 0.16% | 0.20% | Q4 2020 | Q3 2021 | 4 |
E Fund Management Co., Ltd. | 3 | 1 | 0.06% | 0.16% | 0.27% | Q4 2021 | Q3 2023 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.04% | 0.04% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Tandem Wealth Advisors LLC | 4 | 4 | 5.14% | 5.55% | 5.77% | Q4 2022 | Q3 2023 | 4 |
Freed Investment Group | 4 | 4 | 0.20% | 0.21% | 0.21% | Q4 2020 | Q3 2021 | 4 |
Golden State Equity Partners | 2 | 2 | 0.12% | 0.26% | 0.66% | Q2 2021 | Q3 2023 | 4 |
McGinn Penninger Investment Management, Inc. | 4 | 4 | 0.52% | 0.56% | 0.67% | Q1 2021 | Q4 2021 | 4 |
First Trust Direct Indexing L.P. | 4 | 4 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Lifestyle Asset Management, Inc. | 4 | 4 | 14.39% | 16.85% | 20.24% | Q4 2022 | Q3 2023 | 4 |
FIRETHORN WEALTH PARTNERS, LLC | 2 | 1 | 0.07% | 0.26% | 0.49% | Q4 2020 | Q4 2021 | 4 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 3 | 1 | 0.20% | 0.33% | 0.45% | Q4 2020 | Q4 2021 | 4 |
Flow State Investments, L.P. | 2 | 2 | 0.00% | 3.12% | 6.62% | Q2 2023 | Q3 2023 | 4 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.24% | 0.42% | 0.94% | Q4 2021 | Q3 2022 | 4 |
Innovative Portfolios | 4 | 4 | 58.90% | 60.44% | 62.72% | Q1 2021 | Q4 2021 | 4 |
Prentice Wealth Management LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q1 2021 | Q2 2022 | 4 |
Mezzasalma Advisors, LLC | 4 | 4 | 0.21% | 0.22% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Newport Capital Group, LLC | 3 | 1 | 0.12% | 0.26% | 0.33% | Q4 2020 | Q3 2022 | 4 |
Gordian Capital Singapore Pte Ltd | 3 | 1 | 0.00% | 0.42% | 1.00% | Q4 2021 | Q3 2023 | 4 |
Philosophy Capital Management LLC | 4 | 4 | 11.22% | 20.62% | 35.08% | Q4 2022 | Q3 2023 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.89% | 1.17% | 1.57% | Q4 2022 | Q3 2023 | 4 |
SWM Advisors | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2021 | Q3 2022 | 4 |
AFS Financial Group, LLC | 4 | 4 | 1.67% | 2.00% | 2.22% | Q4 2022 | Q3 2023 | 4 |
Dominguez Wealth Management Solutions, Inc. | 4 | 4 | 0.72% | 0.75% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Essex LLC | 3 | 1 | 0.11% | 0.13% | 0.16% | Q3 2021 | Q3 2023 | 4 |
Herold Advisors, Inc. | 2 | 1 | 0.04% | 0.06% | 0.07% | Q3 2021 | Q3 2023 | 4 |
CADEN CAPITAL PARTNERS, LP | 4 | 4 | 12.63% | 16.97% | 20.24% | Q4 2022 | Q3 2023 | 4 |
Andrew Hill Investment Advisors, Inc. | 4 | 4 | 0.29% | 0.61% | 1.20% | Q4 2021 | Q3 2022 | 4 |
INTEGRAL INVESTMENT ADVISORS, INC. | 4 | 4 | 0.59% | 0.70% | 0.88% | Q4 2021 | Q3 2022 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 1.54% | 1.78% | 2.01% | Q4 2021 | Q3 2022 | 4 |
Orcam Financial Group | 2 | 2 | 0.29% | 0.30% | 0.31% | Q4 2021 | Q3 2023 | 4 |
Wealth Management Solutions, LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
PayPay Securities Corp | 4 | 4 | 1.52% | 2.46% | 3.31% | Q4 2022 | Q3 2023 | 4 |
Integrity Advisory, LLC | 4 | 4 | 0.52% | 1.01% | 1.94% | Q1 2022 | Q4 2022 | 4 |
Lloyd Park, LLC | 4 | 4 | 5.20% | 6.74% | 8.52% | Q4 2021 | Q3 2022 | 4 |
Carson Advisory Inc. | 3 | 1 | 0.21% | 0.24% | 0.28% | Q1 2022 | Q3 2023 | 4 |
Lauterbach Financial Advisors, LLC | 3 | 1 | 0.18% | 0.19% | 0.19% | Q4 2021 | Q3 2023 | 4 |
Mass Ave Global Inc. | 4 | 4 | 2.56% | 15.22% | 49.91% | Q1 2022 | Q4 2022 | 4 |
VANCE WEALTH, INC. | 4 | 4 | 0.19% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 4 |
James Reed Financial Services, Inc. | 4 | 4 | 0.38% | 13.34% | 27.77% | Q4 2021 | Q3 2022 | 4 |
Byrne Asset Management LLC | 2 | 1 | 0.00% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 4 |
Vienna Asset Management LLC | 4 | 4 | 1.41% | 8.94% | 18.30% | Q4 2021 | Q3 2022 | 4 |
Summit Investment Advisory Services, LLC | 4 | 4 | 0.49% | 0.57% | 0.77% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.47% | 0.59% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Wealthsimple Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
KFG WEALTH MANAGEMENT, LLC | 4 | 4 | 4.68% | 8.86% | 11.44% | Q4 2022 | Q3 2023 | 4 |
Waycross Investment Management Co | 4 | 4 | 3.34% | 3.77% | 4.23% | Q4 2022 | Q3 2023 | 4 |
Asset Allocation Strategies LLC | 4 | 4 | 1.22% | 1.36% | 1.44% | Q4 2022 | Q3 2023 | 4 |
West Wealth Group, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q3 2023 | 4 |
Millington Financial Advisors, LLC | 4 | 4 | 3.40% | 3.48% | 3.59% | Q4 2022 | Q3 2023 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 1.62% | 1.94% | 2.18% | Q4 2022 | Q3 2023 | 4 |
EPACRIA CAPITAL PARTNERS, LLC | 4 | 4 | 4.52% | 5.01% | 5.44% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 0.13% | 0.16% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Wallace Advisory Group, LLC | 4 | 4 | 0.43% | 0.61% | 1.13% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 1.61% | 1.65% | 1.71% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 2.37% | 2.52% | 2.76% | Q4 2022 | Q3 2023 | 4 |
Callan Family Office, LLC | 4 | 4 | 5.00% | 5.71% | 6.44% | Q4 2022 | Q3 2023 | 4 |
INVICTUS PRIVATE WEALTH, LLC | 4 | 4 | 1.42% | 1.50% | 1.64% | Q4 2022 | Q3 2023 | 4 |
Ruedi Wealth Management, Inc. | 4 | 4 | 0.43% | 0.45% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Vertex Planning Partners, LLC | 4 | 4 | 3.92% | 4.47% | 4.78% | Q4 2022 | Q3 2023 | 4 |
WPWealth LLP | 4 | 4 | 1.45% | 1.64% | 1.79% | Q4 2022 | Q3 2023 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.50% | 0.58% | 0.62% | Q4 2022 | Q3 2023 | 4 |
AJ Advisors, LLC | 4 | 4 | 0.35% | 0.36% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Centurion Wealth Management LLC | 4 | 4 | 0.74% | 0.78% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Johnson & White Wealth Management, LLC | 3 | 1 | 0.55% | 0.67% | 0.92% | Q3 2022 | Q3 2023 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.09% | 0.13% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 3.96% | 4.09% | 4.19% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.32% | 0.43% | 0.76% | Q4 2022 | Q3 2023 | 4 |
FourThought Financial Partners, LLC | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
DAYMARK WEALTH PARTNERS, LLC | 4 | 4 | 0.14% | 0.25% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Creative Capital Management Investments LLC | 4 | 4 | 0.16% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Left Brain Wealth Management, LLC | 4 | 4 | 0.50% | 0.52% | 0.54% | Q4 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Whitford Management LLC | 4 | 4 | 83.41% | 86.21% | 89.86% | Q4 2022 | Q3 2023 | 4 |
Hilltop Partners LLC | 4 | 4 | 0.20% | 0.21% | 0.22% | Q4 2022 | Q3 2023 | 4 |
Retirement Investment Advisors, Inc. | 4 | 4 | 0.15% | 0.29% | 0.49% | Q4 2022 | Q3 2023 | 4 |
Blue Investment Partners LLC | 4 | 4 | 4.83% | 8.26% | 9.78% | Q4 2022 | Q3 2023 | 4 |
RIA Advisory Group LLC | 4 | 4 | 0.29% | 3.86% | 14.17% | Q4 2022 | Q3 2023 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.56% | 0.72% | 0.83% | Q4 2022 | Q3 2023 | 4 |
JDM Financial Group LLC | 4 | 4 | 4.25% | 4.39% | 4.54% | Q4 2022 | Q3 2023 | 4 |
Waterford Advisors, LLC | 4 | 4 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.27% | 0.29% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 1.00% | 1.03% | 1.07% | Q4 2022 | Q3 2023 | 4 |
BEACON INVESTMENT ADVISORS LLC | 4 | 4 | 0.23% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.84% | 0.87% | 0.90% | Q4 2022 | Q3 2023 | 4 |
Crescent Sterling, Ltd. | 4 | 4 | 0.25% | 0.26% | 0.27% | Q4 2022 | Q3 2023 | 4 |
SP Asset Management LLC | 4 | 4 | 0.18% | 0.27% | 0.52% | Q4 2022 | Q3 2023 | 4 |
RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC | 4 | 4 | 0.88% | 0.90% | 0.91% | Q4 2022 | Q3 2023 | 4 |
Two Point Capital Management, Inc. | 4 | 4 | 0.14% | 0.59% | 1.91% | Q4 2022 | Q3 2023 | 4 |
Northern Financial Advisors Inc | 4 | 4 | 10.59% | 11.31% | 11.85% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 4 | 4 | 10.49% | 12.41% | 15.22% | Q4 2022 | Q3 2023 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 4.05% | 4.17% | 4.29% | Q4 2022 | Q3 2023 | 4 |
Phillips Wealth Planners LLC | 4 | 4 | 0.33% | 0.38% | 0.50% | Q4 2022 | Q3 2023 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.70% | 0.85% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Olistico Wealth, LLC | 4 | 4 | 1.62% | 1.66% | 1.73% | Q4 2022 | Q3 2023 | 4 |
Nordwand Advisors, LLC | 4 | 4 | 0.14% | 0.21% | 0.25% | Q4 2022 | Q3 2023 | 4 |
Schear Investment Advisers, LLC | 4 | 4 | 0.62% | 0.67% | 0.73% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 1.34% | 1.43% | 1.58% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 2.10% | 2.13% | 2.19% | Q4 2022 | Q3 2023 | 4 |
HF Advisory Group, LLC | 4 | 4 | 0.18% | 0.29% | 0.39% | Q4 2022 | Q3 2023 | 4 |
GEM Asset Management, LLC | 4 | 4 | 8.60% | 8.79% | 8.98% | Q4 2022 | Q3 2023 | 4 |
Koesten, Hirschmann & Crabtree, INC. | 4 | 4 | 0.13% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.06% | 0.14% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Jessup Wealth Management, Inc | 4 | 4 | 0.40% | 0.41% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Commonwealth Retirement Investments LLC | 4 | 4 | 0.38% | 0.41% | 0.48% | Q4 2022 | Q3 2023 | 4 |
Goldstein Advisors, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q4 2022 | Q3 2023 | 4 |
REGIMEN WEALTH, LLC | 4 | 4 | 0.12% | 0.16% | 0.22% | Q4 2022 | Q3 2023 | 4 |
HTG Investment Advisors, Inc. | 4 | 4 | 0.62% | 0.65% | 0.67% | Q4 2022 | Q3 2023 | 4 |
Allegiance Financial Group Advisory Services LLC | 4 | 4 | 0.94% | 1.16% | 1.46% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.52% | 0.63% | 0.74% | Q4 2022 | Q3 2023 | 4 |
Arcadia Wealth Management, LLC | 4 | 4 | 0.44% | 0.49% | 0.52% | Q4 2022 | Q3 2023 | 4 |
Syntegra Private Wealth Group, LLC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Breakwater Capital Group | 4 | 4 | 0.50% | 0.54% | 0.59% | Q4 2022 | Q3 2023 | 4 |
Family Capital Management, Inc. | 4 | 4 | 2.37% | 3.43% | 4.20% | Q4 2022 | Q3 2023 | 4 |
Worth Financial Advisory Group, LLC | 4 | 4 | 0.73% | 0.97% | 1.26% | Q4 2022 | Q3 2023 | 4 |
PALO ALTO WEALTH ADVISORS, LLC | 4 | 4 | 0.96% | 0.98% | 1.03% | Q4 2022 | Q3 2023 | 4 |
PPSC Investment Service Corp | 4 | 4 | 22.75% | 24.03% | 25.04% | Q4 2022 | Q3 2023 | 4 |
CORA CAPITAL ADVISORS LLC | 4 | 4 | 0.50% | 0.56% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Great Waters Wealth Management | 4 | 4 | 0.07% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Mendota Financial Group, LLC | 4 | 4 | 0.09% | 0.10% | 0.11% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.41% | 0.52% | 0.66% | Q4 2022 | Q3 2023 | 4 |
Team Hewins, LLC | 4 | 4 | 0.88% | 5.10% | 17.70% | Q4 2022 | Q3 2023 | 4 |
Semus Wealth Partners LLC | 4 | 4 | 1.20% | 1.56% | 1.86% | Q4 2022 | Q3 2023 | 4 |
McGlone Suttner Wealth Management, Inc. | 4 | 4 | 0.09% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Tilson Financial Group, Inc. | 4 | 4 | 6.15% | 8.19% | 13.88% | Q4 2022 | Q3 2023 | 4 |
Marmo Financial Group, LLC | 4 | 4 | 12.38% | 29.11% | 35.21% | Q4 2022 | Q3 2023 | 4 |
River Street Advisors LLC | 4 | 4 | 0.55% | 0.60% | 0.71% | Q4 2022 | Q3 2023 | 4 |
LWMG, LLC | 4 | 4 | 0.16% | 0.58% | 1.74% | Q4 2022 | Q3 2023 | 4 |
INSIGNEO ADVISORY SERVICES, LLC | 4 | 4 | 4.03% | 4.60% | 5.03% | Q4 2022 | Q3 2023 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 1.39% | 1.73% | 1.89% | Q4 2022 | Q3 2023 | 4 |
Core Wealth Partners LLC | 4 | 4 | 0.29% | 0.36% | 0.46% | Q4 2022 | Q3 2023 | 4 |
STEVENS CAPITAL PARTNERS | 4 | 4 | 0.52% | 0.52% | 0.53% | Q4 2022 | Q3 2023 | 4 |
LGT Financial Advisors LLC | 4 | 4 | 1.79% | 2.22% | 3.04% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.38% | 0.43% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Financial Partners Group, LLC | 4 | 4 | 0.37% | 0.39% | 0.40% | Q4 2022 | Q3 2023 | 4 |
Hassell Wealth Management, LLC | 4 | 4 | 2.10% | 2.13% | 2.17% | Q4 2022 | Q3 2023 | 4 |
WATERSHED PRIVATE WEALTH LLC | 4 | 4 | 0.90% | 1.20% | 1.46% | Q4 2022 | Q3 2023 | 4 |
Prossimo Advisors, LLC | 4 | 4 | 0.88% | 1.70% | 2.07% | Q4 2022 | Q3 2023 | 4 |
Moran Wealth Management, LLC | 4 | 4 | 0.56% | 0.65% | 0.70% | Q4 2022 | Q3 2023 | 4 |
QUARRY HILL ADVISORS, LLC | 4 | 4 | 0.41% | 0.50% | 0.58% | Q4 2022 | Q3 2023 | 4 |
Grey Fox Wealth Advisors, LLC | 4 | 4 | 0.24% | 0.27% | 0.31% | Q4 2022 | Q3 2023 | 4 |
Beacon Bridge Wealth Partners, LLC | 4 | 4 | 7.65% | 8.97% | 12.29% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
LEGACY FINANCIAL GROUP, INC. | 4 | 4 | 0.18% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 1.82% | 1.88% | 1.94% | Q4 2022 | Q3 2023 | 4 |
Park Edge Advisors, LLC | 4 | 4 | 0.31% | 0.32% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Parker Financial LLC | 4 | 4 | 0.81% | 1.34% | 1.98% | Q4 2022 | Q3 2023 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.31% | 0.55% | 1.19% | Q4 2022 | Q3 2023 | 4 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4 | 4 | 0.20% | 0.64% | 1.11% | Q4 2022 | Q3 2023 | 4 |
Sonoma Private Wealth LLC | 4 | 4 | 0.41% | 0.52% | 0.65% | Q4 2022 | Q3 2023 | 4 |
LMG Wealth Partners, LLC | 4 | 4 | 2.15% | 2.19% | 2.24% | Q4 2022 | Q3 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.02% | 0.11% | 0.19% | Q4 2022 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.61% | 0.62% | 0.63% | Q4 2022 | Q3 2023 | 4 |
INNOVIS ASSET MANAGEMENT LLC | 4 | 4 | 0.39% | 0.41% | 0.42% | Q4 2022 | Q3 2023 | 4 |
CIC Wealth, LLC | 4 | 4 | 1.16% | 1.70% | 1.97% | Q4 2022 | Q3 2023 | 4 |
RF&L WEALTH MANAGEMENT, LLC | 4 | 4 | 0.33% | 0.34% | 0.34% | Q4 2022 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 0.41% | 0.50% | 0.54% | Q4 2022 | Q3 2023 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.03% | 0.04% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 1.61% | 5.02% | 8.50% | Q4 2022 | Q3 2023 | 4 |
Kapstone Financial Advisors LLC | 4 | 4 | 0.64% | 0.67% | 0.70% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.72% | 0.87% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Strait & Sound Wealth Management LLC | 4 | 4 | 2.49% | 2.85% | 3.13% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Partners, LLC | 4 | 4 | 0.98% | 1.01% | 1.05% | Q4 2022 | Q3 2023 | 4 |
Tillman Hartley LLC | 4 | 4 | 0.96% | 1.01% | 1.03% | Q4 2022 | Q3 2023 | 4 |
Lakewood Asset Management LLC | 4 | 4 | 0.28% | 0.31% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Grey Street Capital, LLC | 3 | 3 | 0.02% | 0.82% | 1.13% | Q1 2023 | Q3 2023 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 0.42% | 0.43% | 0.45% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.28% | 0.29% | 0.30% | Q4 2022 | Q3 2023 | 4 |
PETRA FINANCIAL ADVISORS INC | 4 | 4 | 0.26% | 0.32% | 0.36% | Q4 2022 | Q3 2023 | 4 |
Hyperion Partners, LLC | 4 | 4 | 2.52% | 2.58% | 2.64% | Q4 2022 | Q3 2023 | 4 |
Alpha Financial Advisors, LLC | 4 | 4 | 0.15% | 0.16% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Eaton Financial Holdings Company, LLC | 4 | 4 | 0.14% | 0.59% | 1.34% | Q4 2022 | Q3 2023 | 4 |
Sebold Capital Management, Inc. | 4 | 4 | 1.12% | 1.23% | 1.38% | Q4 2022 | Q3 2023 | 4 |
Whitaker-Myers Wealth Managers, LTD. | 4 | 4 | 0.26% | 0.28% | 0.33% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.14% | 0.21% | 0.36% | Q1 2023 | Q4 2023 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.43% | 0.48% | 0.57% | Q2 2022 | Q3 2023 | 4 |
First County Bank /CT/ | 4 | 4 | 1.95% | 2.64% | 4.55% | Q4 2022 | Q3 2023 | 4 |
MYECFO, LLC | 4 | 4 | 0.56% | 0.58% | 0.63% | Q4 2022 | Q3 2023 | 4 |
Trellis Wealth Advisors LLC | 4 | 4 | 0.39% | 0.43% | 0.48% | Q4 2022 | Q3 2023 | 4 |
New Republic Capital, LLC | 4 | 4 | 9.57% | 9.87% | 10.52% | Q4 2022 | Q3 2023 | 4 |
Sterling Financial Group, Inc. | 4 | 4 | 1.70% | 1.82% | 1.86% | Q4 2022 | Q3 2023 | 4 |
Prosperity Financial Group, Inc. | 4 | 4 | 1.03% | 1.25% | 1.56% | Q4 2022 | Q3 2023 | 4 |
Prosperity Wealth Management, Inc. | 4 | 4 | 0.91% | 1.00% | 1.09% | Q4 2022 | Q3 2023 | 4 |
SILVIA MCCOLL WEALTH MANAGEMENT, LLC | 4 | 4 | 1.33% | 1.39% | 1.43% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.17% | 0.20% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Etesian Wealth Advisors, Inc. | 4 | 4 | 3.18% | 3.23% | 3.28% | Q4 2022 | Q3 2023 | 4 |
IAMS WEALTH MANAGEMENT, LLC | 4 | 4 | 0.22% | 0.26% | 0.37% | Q4 2022 | Q3 2023 | 4 |
BARROW HANLEY MEWHINNEY & STRAUSS LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2018 | 4 |
SWISS REINSURANCE CO LTD | 3 | 1 | 29.12% | 33.67% | 40.11% | Q2 2013 | Q2 2014 | 4 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 4 | 4 | 0.02% | 0.05% | 0.10% | Q2 2013 | Q1 2014 | 4 |
BUILDER INVESTMENT GROUP INC /ADV | 4 | 4 | 0.75% | 0.99% | 1.61% | Q4 2022 | Q3 2023 | 4 |
ALLEGHANY CORP /DE | 3 | 1 | 0.32% | 5.38% | 19.22% | Q1 2015 | Q2 2018 | 4 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 3 | 1 | 0.53% | 0.85% | 1.38% | Q3 2019 | Q4 2020 | 4 |
MUNDER CAPITAL MANAGEMENT | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2014 | 4 |
Capital Investment Services of America, Inc. | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q4 2020 | 4 |
VAN ECK ASSOCIATES CORP | 3 | 1 | 0.00% | 0.24% | 0.35% | Q1 2014 | Q3 2015 | 4 |
CHAPIN DAVIS, INC. | 4 | 4 | 2.01% | 2.18% | 2.31% | Q4 2022 | Q3 2023 | 4 |
FINANCIAL MANAGEMENT CONCEPTS CORP /ADV | 4 | 4 | 0.37% | 0.40% | 0.45% | Q1 2021 | Q4 2021 | 4 |
MILLER HOWARD INVESTMENTS INC /NY | 1 | 1 | 0.01% | 0.02% | 0.06% | Q4 2014 | Q4 2022 | 4 |
PACIFIC GLOBAL INVESTMENT MANAGEMENT CO | 4 | 4 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q3 2023 | 4 |
CASCADE INVESTMENT GROUP, INC. | 4 | 4 | 0.48% | 0.49% | 0.50% | Q4 2022 | Q3 2023 | 4 |
DF DENT & CO INC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2022 | 4 |
PACIFIC SUN FINANCIAL CORP | 2 | 1 | 0.19% | 0.20% | 0.24% | Q4 2017 | Q2 2023 | 4 |
KAYNE ANDERSON CAPITAL ADVISORS LP | 2 | 1 | 1.33% | 3.49% | 7.21% | Q3 2020 | Q1 2022 | 4 |
Verde Servicos Internacionais S.A. | 2 | 1 | 0.24% | 3.56% | 9.24% | Q4 2018 | Q2 2020 | 3 |
Deimos Asset Management LLC | 3 | 3 | 0.64% | 14.83% | 41.09% | Q4 2015 | Q2 2016 | 3 |
Sofinnova Investments, Inc. | 1 | 1 | 1.35% | 3.12% | 5.24% | Q4 2021 | Q3 2023 | 3 |
CenterStar Fund, LLC | 1 | 1 | 0.10% | 2.94% | 8.31% | Q4 2016 | Q4 2016 | 3 |
Axim Planning & Wealth | 3 | 3 | 0.01% | 0.12% | 0.22% | Q2 2022 | Q4 2022 | 3 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.03% | 0.29% | 0.60% | Q3 2023 | Q3 2023 | 3 |
CHARTWELL INVESTMENT PARTNERS/PA | 3 | 3 | 0.01% | 0.03% | 0.05% | Q3 2013 | Q1 2014 | 3 |
J. L. Bainbridge & Co., Inc. | 2 | 1 | 0.07% | 0.07% | 0.08% | Q4 2018 | Q3 2023 | 3 |
Stewardship Financial Advisors, LLC | 3 | 3 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q1 2021 | 3 |
Quinn Opportunity Partners LLC | 2 | 1 | 1.60% | 5.74% | 13.64% | Q2 2017 | Q2 2022 | 3 |
WADDELL & REED FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2016 | 3 |
Regis Acquisition Inc. | 3 | 3 | 1.45% | 1.54% | 1.62% | Q1 2023 | Q3 2023 | 3 |
Parsifal Capital Management, LP | 1 | 1 | 26.17% | 35.07% | 41.86% | Q4 2019 | Q3 2022 | 3 |
CLARK ESTATES INC/NY | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Solano Wealth Management, Inc. | 3 | 3 | 4.36% | 8.71% | 11.01% | Q1 2023 | Q3 2023 | 3 |
Elefante Mark B | 3 | 3 | 1.27% | 3.27% | 6.00% | Q4 2018 | Q2 2019 | 3 |
Gardiner Nancy B | 3 | 3 | 0.90% | 0.95% | 1.00% | Q4 2015 | Q2 2016 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.80% | 0.85% | 0.90% | Q1 2023 | Q3 2023 | 3 |
3Chopt Investment Partners, LLC | 3 | 3 | 0.44% | 0.46% | 0.48% | Q4 2022 | Q2 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 1.63% | 2.25% | 3.40% | Q1 2023 | Q3 2023 | 3 |
Canoe Financial LP | 3 | 3 | 0.01% | 0.03% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Hoffman, Alan N Investment Management | 3 | 3 | 0.15% | 0.18% | 0.20% | Q2 2023 | Q4 2023 | 3 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 2 | 1 | 0.07% | 0.18% | 0.26% | Q4 2021 | Q3 2023 | 3 |
TIEDEMANN TRUST CO | 3 | 3 | 0.08% | 1.42% | 3.82% | Q2 2015 | Q4 2015 | 3 |
Triatomic Management LP | 3 | 3 | 6.44% | 18.17% | 27.54% | Q3 2022 | Q1 2023 | 3 |
Epoch Investment Partners, Inc. | 1 | 1 | 0.01% | 0.03% | 0.05% | Q4 2014 | Q4 2022 | 3 |
Quaker Wealth Management, LLC | 2 | 1 | 0.10% | 0.21% | 0.27% | Q2 2022 | Q3 2023 | 3 |
READYSTATE ASSET MANAGEMENT LP | 3 | 3 | 0.11% | 0.63% | 1.30% | Q1 2023 | Q3 2023 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 0.91% | 1.02% | 1.15% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.02% | 0.34% | 0.96% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.38% | 1.45% | 2.28% | Q1 2023 | Q3 2023 | 3 |
Hightower 6M Holding, LLC | 3 | 3 | 0.38% | 0.54% | 0.81% | Q1 2022 | Q3 2022 | 3 |
PCA Investment Advisory Services Inc. | 3 | 3 | 0.13% | 0.15% | 0.17% | Q1 2023 | Q3 2023 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2020 | Q2 2021 | 3 |
Metavasi Capital LP | 2 | 1 | 9.10% | 31.04% | 74.62% | Q4 2021 | Q3 2022 | 3 |
Smithwood Advisers, L.P. | 2 | 1 | 10.24% | 11.95% | 12.98% | Q2 2013 | Q3 2014 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 1.85% | 1.88% | 1.90% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Wealth Partners, LLC | 3 | 3 | 3.28% | 4.87% | 7.37% | Q1 2023 | Q3 2023 | 3 |
Vericrest Private Wealth | 3 | 3 | 7.34% | 7.45% | 7.64% | Q4 2021 | Q2 2022 | 3 |
Verum Partners LLC | 2 | 1 | 0.23% | 0.49% | 0.92% | Q4 2022 | Q3 2023 | 3 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.02% | 0.06% | Q4 2014 | Q4 2020 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 2.34% | 2.49% | 2.57% | Q1 2023 | Q3 2023 | 3 |
PEOPLES FINANCIAL SERVICES CORP. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q2 2014 | 3 |
Community Bank & Trust, Waco, Texas | 3 | 3 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Buck Wealth Strategies, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
HOPLITE CAPITAL MANAGEMENT, L.P. | 2 | 1 | 3.83% | 9.56% | 12.52% | Q1 2018 | Q2 2019 | 3 |
PFG Investments, LLC | 3 | 3 | 1.19% | 1.35% | 1.55% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 1.13% | 1.15% | 1.19% | Q1 2023 | Q3 2023 | 3 |
Fifth Third Wealth Advisors LLC | 3 | 3 | 4.56% | 5.30% | 6.72% | Q2 2023 | Q4 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.36% | 0.38% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.34% | 0.35% | 0.35% | Q1 2023 | Q3 2023 | 3 |
25 LLC | 3 | 3 | 0.26% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Optimal Asset Management, Inc. | 3 | 3 | 0.03% | 0.07% | 0.09% | Q1 2020 | Q3 2020 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 2.63% | 2.82% | 3.07% | Q4 2014 | Q2 2015 | 3 |
BRUNI J V & CO /CO | 3 | 3 | 0.05% | 0.06% | 0.06% | Q3 2018 | Q1 2019 | 3 |
Axiom Advisory, LLC | 3 | 3 | 0.74% | 0.79% | 0.83% | Q4 2021 | Q2 2022 | 3 |
Midwest Financial Group LLC | 3 | 3 | 0.64% | 0.73% | 0.78% | Q1 2023 | Q3 2023 | 3 |
TIFF ADVISORY SERVICES, LLC | 3 | 3 | 14.36% | 17.98% | 21.19% | Q4 2018 | Q2 2019 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.54% | 0.55% | 0.55% | Q1 2023 | Q3 2023 | 3 |
SNOW CAPITAL MANAGEMENT LP | 2 | 1 | 0.01% | 0.11% | 0.17% | Q3 2015 | Q4 2018 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.30% | 0.62% | 0.79% | Q4 2021 | Q2 2022 | 3 |
ARES MANAGEMENT LLC | 1 | 1 | 1.67% | 3.36% | 4.27% | Q3 2021 | Q3 2022 | 3 |
BROADVIEW ADVISORS LLC | 3 | 3 | 0.20% | 0.31% | 0.43% | Q4 2018 | Q2 2019 | 3 |
Goldstream Capital Management Ltd | 2 | 1 | 0.34% | 0.99% | 1.91% | Q4 2021 | Q3 2023 | 3 |
Bain Capital Public Equity, LP | 3 | 3 | 2.90% | 3.11% | 3.41% | Q4 2022 | Q2 2023 | 3 |
WESTON CAPITAL MANAGEMENT INC | 3 | 3 | 6.43% | 6.61% | 6.81% | Q2 2013 | Q4 2013 | 3 |
Fortress Investment Group LLC | 1 | 1 | 0.35% | 1.59% | 2.88% | Q1 2014 | Q3 2014 | 3 |
Waterloo Capital, L.P. | 3 | 3 | 0.71% | 0.75% | 0.82% | Q1 2023 | Q3 2023 | 3 |
BBJS FINANCIAL ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
SENTINEL ASSET MANAGEMENT, INC. | 2 | 1 | 0.23% | 0.43% | 0.55% | Q3 2014 | Q3 2017 | 3 |
Nationwide Fund Advisors | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 3 |
VIAWEALTH, LLC | 3 | 3 | 0.15% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 3 |
HC Financial Advisors, Inc. | 2 | 1 | 0.41% | 0.43% | 0.45% | Q4 2017 | Q3 2018 | 3 |
GMT CAPITAL CORP | 3 | 3 | 0.22% | 0.25% | 0.26% | Q1 2016 | Q3 2016 | 3 |
RAYNER & HAYNOR | 3 | 3 | 0.18% | 0.18% | 0.18% | Q4 2013 | Q2 2014 | 3 |
ACADIAN ASSET MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Susquehanna International Group Ltd. | 3 | 3 | 1.66% | 7.02% | 15.43% | Q3 2020 | Q1 2021 | 3 |
Unified Trust Company, N.A. | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2021 | Q3 2021 | 3 |
TEXAS TREASURY SAFEKEEPING TRUST CO | 3 | 3 | 13.45% | 14.66% | 15.64% | Q1 2023 | Q3 2023 | 3 |
DG CAPITAL MANAGEMENT INC | 2 | 1 | 2.05% | 3.14% | 5.30% | Q3 2015 | Q2 2016 | 3 |
SCOUT CAPITAL MANAGEMENT LLC | 3 | 3 | 1.30% | 3.54% | 5.94% | Q2 2013 | Q4 2013 | 3 |
WOODBURN R ROBERT JR | 3 | 3 | 1.17% | 1.23% | 1.28% | Q4 2012 | Q2 2013 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 1.79% | 2.22% | 2.61% | Q1 2023 | Q3 2023 | 3 |
Heritage Wealth Partners, LLC | 2 | 1 | 0.42% | 0.78% | 1.32% | Q4 2022 | Q3 2023 | 3 |
Natixis Investment Managers International | 3 | 3 | 0.16% | 1.47% | 2.23% | Q1 2018 | Q3 2018 | 3 |
Trium Capital LLP | 3 | 3 | 14.10% | 17.02% | 19.67% | Q4 2022 | Q2 2023 | 3 |
B.O.S.S. Retirement Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q4 2023 | 3 |
NICHOLS & PRATT ADVISERS LLP /MA | 3 | 3 | 0.02% | 0.03% | 0.06% | Q1 2023 | Q3 2023 | 3 |
FBL INVESTMENT MANAGEMENT SERVICES INC/IA | 3 | 3 | 1.63% | 1.74% | 1.80% | Q2 2013 | Q4 2013 | 3 |
Nilsine Partners, LLC | 3 | 3 | 1.75% | 1.78% | 1.80% | Q1 2023 | Q3 2023 | 3 |
First Citizens Asset Management, Inc. | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 3 | 3 | 0.11% | 0.14% | 0.17% | Q3 2020 | Q1 2021 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 3 |
Cerrano Capital Management LP | 3 | 3 | 5.36% | 16.96% | 28.44% | Q4 2017 | Q2 2018 | 3 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 2 | 1 | 0.02% | 0.37% | 1.08% | Q2 2021 | Q2 2022 | 3 |
NIEMANN CAPITAL MANAGEMENT INC | 3 | 3 | 16.08% | 36.10% | 46.68% | Q1 2020 | Q3 2020 | 3 |
BERKLEY W R CORP | 1 | 1 | 1.39% | 2.31% | 2.78% | Q4 2014 | Q4 2017 | 3 |
Greenland Capital Management LP | 2 | 1 | 1.04% | 6.08% | 15.75% | Q4 2022 | Q3 2023 | 3 |
Nine27 Capital Management, LP | 2 | 1 | 11.76% | 35.26% | 76.27% | Q4 2022 | Q3 2023 | 3 |
Tarsadia Capital, LLC | 2 | 1 | 1.83% | 22.86% | 55.99% | Q4 2019 | Q3 2020 | 3 |
LOMBARDIA CAPITAL PARTNERS LLC | 2 | 1 | 0.02% | 0.09% | 0.24% | Q2 2013 | Q1 2015 | 3 |
Pertento Partners LLP | 2 | 1 | 2.14% | 5.60% | 7.76% | Q4 2022 | Q3 2023 | 3 |
Polus Capital Management Ltd | 3 | 3 | 3.97% | 7.11% | 9.34% | Q1 2023 | Q3 2023 | 3 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.89% | 1.93% | Q2 2021 | Q1 2023 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.03% | 2.21% | 5.91% | Q1 2022 | Q3 2022 | 3 |
Indiana Trust & Investment Management CO | 2 | 1 | 0.04% | 3.25% | 9.65% | Q3 2013 | Q3 2023 | 3 |
Wealth Enhancement & Preservation of GA, LLC | 2 | 1 | 0.26% | 16.99% | 36.58% | Q4 2019 | Q2 2023 | 3 |
ORACLE INVESTMENT MANAGEMENT INC | 2 | 1 | 0.08% | 0.15% | 0.19% | Q3 2021 | Q3 2022 | 3 |
APIS CAPITAL ADVISORS, LLC | 2 | 1 | 0.53% | 0.77% | 0.99% | Q4 2014 | Q3 2015 | 3 |
Park West Asset Management LLC | 2 | 2 | 4.32% | 8.21% | 13.93% | Q4 2020 | Q1 2021 | 3 |
Madison Scottsdale, LC | 3 | 3 | 27.44% | 28.15% | 29.41% | Q2 2013 | Q4 2013 | 3 |
Tibra Equities Europe Ltd | 2 | 1 | 2.19% | 3.80% | 6.51% | Q4 2017 | Q4 2020 | 3 |
Tradeworx Inc. | 1 | 1 | 0.32% | 0.72% | 1.42% | Q2 2013 | Q3 2014 | 3 |
Seascape Capital Management | 3 | 3 | 0.16% | 0.17% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Ethic Inc. | 2 | 1 | 0.02% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 3 |
Zuckerman Investment Group, LLC | 2 | 1 | 0.08% | 0.13% | 0.16% | Q4 2011 | Q3 2023 | 3 |
FinDec Wealth Services, Inc. | 3 | 3 | 0.18% | 0.23% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Brooklyn FI, LLC | 2 | 1 | 0.19% | 0.19% | 0.19% | Q4 2021 | Q1 2023 | 3 |
First Ascent Asset Management, LLC | 3 | 3 | 0.21% | 0.26% | 0.32% | Q4 2022 | Q2 2023 | 3 |
Aperture Investors, LLC | 3 | 3 | 0.20% | 0.29% | 0.43% | Q2 2022 | Q4 2022 | 3 |
Mason & Associates Inc | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 1 | 1 | 0.21% | 17.03% | 49.16% | Q3 2016 | Q4 2021 | 3 |
Algebris Investments (UK) LLP | 2 | 2 | 0.15% | 0.59% | 1.11% | Q3 2015 | Q4 2015 | 3 |
Cardinal Capital Management | 3 | 3 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 3 |
CQS (US), LLC | 2 | 2 | 1.90% | 2.90% | 3.49% | Q1 2020 | Q2 2020 | 3 |
Ascendant Capital Management, LLC | 2 | 2 | 0.68% | 0.90% | 1.04% | Q4 2022 | Q1 2023 | 3 |
Compass Efficient Model Portfolios, LLC | 3 | 3 | 0.99% | 2.60% | 5.31% | Q2 2013 | Q4 2013 | 3 |
Kraft, Davis & Associates, LLC | 2 | 1 | 0.36% | 0.39% | 0.45% | Q4 2022 | Q3 2023 | 3 |
Emerson Point Capital LP | 2 | 1 | 2.46% | 8.61% | 19.50% | Q2 2020 | Q1 2021 | 3 |
Richmond Hill Investments, LLC | 3 | 3 | 1.23% | 1.57% | 2.00% | Q2 2021 | Q4 2021 | 3 |
Mosaic Advisors LLC | 2 | 1 | 0.29% | 1.00% | 2.37% | Q3 2021 | Q2 2023 | 3 |
Salvus Wealth Management, LLC | 3 | 3 | 0.20% | 0.30% | 0.52% | Q1 2023 | Q3 2023 | 3 |
Alberta Investment Management Corp | 2 | 1 | 0.22% | 0.40% | 0.65% | Q4 2014 | Q1 2023 | 3 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.03% | 0.08% | Q4 2020 | Q2 2023 | 3 |
Capital Markets Trading UK LLP | 2 | 1 | 0.00% | 0.09% | 0.16% | Q1 2019 | Q2 2023 | 3 |
NEXPOINT ASSET MANAGEMENT, L.P. | 2 | 1 | 0.30% | 1.55% | 3.69% | Q3 2019 | Q1 2022 | 3 |
1623 Capital LLC | 1 | 1 | 6.72% | 7.31% | 8.04% | Q3 2020 | Q2 2023 | 3 |
Appian Way Asset Management LP | 2 | 1 | 2.12% | 5.15% | 7.66% | Q4 2019 | Q3 2023 | 3 |
FinTrust Investment Advisory Services, LLC | 3 | 3 | 0.24% | 0.27% | 0.29% | Q3 2017 | Q1 2018 | 3 |
MONTAGE INVESTMENTS, LLC | 3 | 3 | 2.15% | 2.66% | 3.00% | Q1 2016 | Q3 2016 | 3 |
Bayberry Capital Partners LP | 2 | 1 | 34.58% | 41.09% | 46.00% | Q2 2020 | Q3 2023 | 3 |
NTB Financial Corp | 3 | 3 | 0.51% | 0.54% | 0.58% | Q4 2021 | Q2 2022 | 3 |
ArrowMark Colorado Holdings LLC | 1 | 1 | 0.02% | 0.23% | 0.60% | Q3 2013 | Q2 2017 | 3 |
OSTRUM ASSET MANAGEMENT | 3 | 3 | 1.38% | 1.44% | 1.47% | Q1 2023 | Q3 2023 | 3 |
First Long Island Investors, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2017 | Q4 2017 | 3 |
MENORA MIVTACHIM HOLDINGS LTD. | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
5th Street Advisors, LLC | 3 | 3 | 0.22% | 0.27% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Amia Capital LLP | 2 | 1 | 4.85% | 13.74% | 18.60% | Q3 2021 | Q3 2023 | 3 |
NEW VERNON INVESTMENT MANAGEMENT LLC | 2 | 1 | 8.76% | 9.98% | 12.38% | Q3 2017 | Q2 2018 | 3 |
DW Partners, LP | 2 | 1 | 0.06% | 4.56% | 11.92% | Q1 2015 | Q4 2018 | 3 |
ADVANCE CAPITAL I INC | 3 | 3 | 0.21% | 0.33% | 0.39% | Q4 2015 | Q2 2016 | 3 |
Bronson Point Management LLC | 1 | 1 | 6.93% | 16.69% | 30.30% | Q2 2019 | Q2 2021 | 3 |
Willow Street Advisors LLC | 3 | 3 | 1.00% | 1.06% | 1.10% | Q2 2013 | Q4 2013 | 3 |
Shinko Asset Management Co., Ltd. | 3 | 3 | 0.04% | 0.10% | 0.15% | Q1 2016 | Q3 2016 | 3 |
Moelis Asset Management LP | 3 | 3 | 100.00% | 100.00% | 100.00% | Q4 2022 | Q2 2023 | 3 |
QUALCOMM INC/DE | 3 | 3 | 1.52% | 2.14% | 2.45% | Q1 2014 | Q3 2014 | 3 |
Avalon Trust Co | 3 | 3 | 0.29% | 0.31% | 0.34% | Q1 2023 | Q3 2023 | 3 |
Cohanzick Management, LLC | 2 | 1 | 0.04% | 0.31% | 0.53% | Q2 2022 | Q3 2023 | 3 |
Taal Capital Management LP | 2 | 1 | 6.64% | 9.59% | 12.28% | Q1 2020 | Q4 2020 | 3 |
Wealthsimple US, Ltd. | 3 | 3 | 0.44% | 0.46% | 0.49% | Q4 2019 | Q2 2020 | 3 |
MARSHALL WACE ASIA Ltd | 3 | 3 | 0.85% | 1.04% | 1.15% | Q3 2019 | Q1 2020 | 3 |
Ridgewood Investments LLC | 2 | 1 | 0.10% | 0.13% | 0.21% | Q1 2020 | Q2 2023 | 3 |
Tamar Securities, LLC | 1 | 1 | 0.02% | 0.03% | 0.05% | Q3 2023 | Q3 2023 | 3 |
Titan Capital Management, LLC /TX | 2 | 1 | 9.40% | 12.49% | 14.30% | Q2 2020 | Q4 2021 | 3 |
Durable Capital Partners LP | 2 | 1 | 1.82% | 41.19% | 77.84% | Q4 2019 | Q1 2022 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
Oak Thistle LLC | 2 | 1 | 0.50% | 1.16% | 1.95% | Q2 2022 | Q3 2023 | 3 |
Holocene Advisors, LP | 2 | 1 | 4.19% | 4.71% | 5.28% | Q4 2017 | Q4 2020 | 3 |
Good Harbor Financial, LLC | 3 | 3 | 0.08% | 0.18% | 0.28% | Q1 2015 | Q3 2015 | 3 |
AKUNA SECURITIES LLC | 2 | 1 | 0.16% | 1.24% | 3.37% | Q2 2022 | Q2 2023 | 3 |
Alpine Group USVI, LLC | 3 | 3 | 15.49% | 17.18% | 19.12% | Q1 2019 | Q3 2019 | 3 |
Ground Swell Capital, LLC | 2 | 1 | 0.00% | 17.48% | 30.71% | Q2 2014 | Q1 2023 | 3 |
Duquesne Family Office | 1 | 1 | 0.67% | 2.03% | 4.69% | Q4 2013 | Q1 2022 | 3 |
Copeland Capital Management, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
Taikang Asset Management (Hong Kong) Co Ltd | 3 | 3 | 0.42% | 0.44% | 0.47% | Q1 2020 | Q3 2020 | 3 |
Casablanca Capital LP | 3 | 3 | 5.32% | 6.20% | 7.22% | Q4 2013 | Q2 2014 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.34% | 0.35% | 0.35% | Q4 2021 | Q2 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.69% | 0.70% | 0.70% | Q4 2021 | Q2 2022 | 3 |
Thai Life Insurance PCL. | 3 | 3 | 5.74% | 7.64% | 11.24% | Q4 2016 | Q2 2017 | 3 |
Alpha Wave Global, LP | 2 | 1 | 6.09% | 14.61% | 20.22% | Q2 2016 | Q1 2017 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.05% | 0.24% | 0.34% | Q4 2022 | Q3 2023 | 3 |
WealthCare Investment Partners, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2023 | Q3 2023 | 3 |
United Capital Management of KS, Inc. | 3 | 3 | 0.16% | 0.19% | 0.24% | Q2 2019 | Q4 2019 | 3 |
Marketfield Asset Management LLC | 1 | 1 | 0.57% | 34.12% | 59.18% | Q4 2014 | Q2 2016 | 3 |
Legacy Financial Group LLC | 2 | 1 | 0.31% | 1.60% | 2.78% | Q4 2020 | Q3 2023 | 3 |
ERTS Wealth Advisors, LLC | 2 | 1 | 0.06% | 0.10% | 0.17% | Q4 2018 | Q1 2021 | 3 |
EWA, LLC | 3 | 3 | 0.38% | 0.40% | 0.40% | Q1 2023 | Q3 2023 | 3 |
Jafra Capital Management LP | 2 | 1 | 6.27% | 9.05% | 11.47% | Q2 2017 | Q2 2018 | 3 |
ALLIANZ LIFE INSURANCE CO OF NORTH AMERICA | 3 | 3 | 0.62% | 0.63% | 0.65% | Q1 2018 | Q3 2018 | 3 |
Spectrum Financial Alliance Ltd LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q4 2018 | 3 |
Ratan Capital Management LP | 1 | 1 | 4.75% | 11.00% | 19.53% | Q1 2018 | Q2 2019 | 3 |
MFA WEALTH ADVISORS, LLC | 2 | 1 | 0.14% | 0.22% | 0.36% | Q4 2017 | Q1 2022 | 3 |
Nine Chapters Capital Management LLC | 3 | 3 | 0.45% | 0.82% | 1.13% | Q1 2014 | Q3 2014 | 3 |
Kathleen S. Wright Associates Inc. | 2 | 1 | 0.03% | 0.05% | 0.08% | Q4 2021 | Q4 2022 | 3 |
Momentum Advisors, LLC | 3 | 3 | 10.85% | 11.84% | 12.84% | Q2 2022 | Q4 2022 | 3 |
BLOCKHOUSE CAPITAL MANAGEMENT LP | 3 | 3 | 14.95% | 31.96% | 47.66% | Q3 2017 | Q1 2018 | 3 |
Engle Capital Management, L.P. | 2 | 1 | 1.88% | 6.48% | 12.06% | Q3 2017 | Q2 2018 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.18% | 0.26% | 0.37% | Q2 2016 | Q1 2017 | 3 |
MJP ASSOCIATES INC /ADV | 2 | 1 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 3 |
Schiavi & Co LLC | 2 | 1 | 0.08% | 0.11% | 0.16% | Q4 2021 | Q3 2023 | 3 |
XL Group Investments Ltd | 3 | 3 | 0.89% | 1.63% | 2.02% | Q4 2016 | Q2 2017 | 3 |
Infini Capital Management Ltd | 2 | 1 | 2.65% | 5.93% | 9.39% | Q2 2021 | Q3 2022 | 3 |
BOW STREET LLC | 3 | 3 | 6.67% | 11.79% | 16.33% | Q2 2014 | Q4 2014 | 3 |
DigitalBridge Group, Inc. | 3 | 3 | 0.03% | 0.12% | 0.24% | Q1 2023 | Q3 2023 | 3 |
CALDWELL SUTTER CAPITAL, INC. | 3 | 3 | 0.02% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Jeneq Management LP | 3 | 3 | 1.11% | 1.24% | 1.37% | Q1 2021 | Q3 2021 | 3 |
ARGENTIERE CAPITAL AG | 2 | 2 | 0.38% | 30.50% | 78.13% | Q4 2014 | Q1 2015 | 3 |
BIP Wealth, LLC | 3 | 3 | 21.33% | 23.13% | 26.40% | Q1 2023 | Q3 2023 | 3 |
CVS HEALTH Corp | 3 | 3 | 36.10% | 46.31% | 51.49% | Q1 2023 | Q3 2023 | 3 |
Aquilo Capital Management, LLC | 2 | 1 | 21.49% | 32.86% | 53.87% | Q1 2021 | Q1 2022 | 3 |
McClarren Financial Advisors, Inc. | 2 | 1 | 0.07% | 0.08% | 0.10% | Q4 2020 | Q3 2023 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 0.75% | 0.78% | 0.80% | Q4 2020 | Q2 2021 | 3 |
CPR Investments Inc. | 2 | 1 | 1.10% | 4.62% | 7.64% | Q4 2021 | Q1 2023 | 3 |
Allegiant Private Advisors, LLC | 3 | 3 | 0.72% | 0.75% | 0.77% | Q4 2020 | Q2 2021 | 3 |
Tyrian Investments, L.P. | 3 | 3 | 18.11% | 46.76% | 71.33% | Q1 2016 | Q3 2016 | 3 |
Notis-McConarty Edward | 3 | 3 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Mayo Clinic | 3 | 3 | 7.43% | 13.88% | 26.76% | Q2 2020 | Q4 2020 | 3 |
Waterfront Capital Partners, LLC | 1 | 1 | 4.58% | 13.93% | 25.29% | Q3 2014 | Q1 2020 | 3 |
Meadow Creek Wealth Advisors LLC | 3 | 3 | 0.26% | 0.41% | 0.55% | Q4 2021 | Q2 2022 | 3 |
Sessa Capital IM, L.P. | 1 | 1 | 14.37% | 22.53% | 38.24% | Q3 2015 | Q3 2016 | 3 |
INTREPID FAMILY OFFICE LLC | 1 | 1 | 4.80% | 5.69% | 6.85% | Q4 2021 | Q3 2023 | 3 |
Belmont Global Advisors, Inc. | 2 | 1 | 0.94% | 5.68% | 15.08% | Q4 2014 | Q2 2016 | 3 |
Evergreen Wealth Solutions, LLC | 2 | 1 | 0.34% | 0.36% | 0.40% | Q4 2021 | Q3 2022 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.83% | 0.87% | 0.89% | Q1 2023 | Q3 2023 | 3 |
Proquility Private Wealth Partners, LLC | 2 | 1 | 0.18% | 0.33% | 0.62% | Q4 2021 | Q1 2023 | 3 |
AGUR PROVIDENT & TRAINING FUNDS MANAGEMENT LTD | 3 | 3 | 21.62% | 27.44% | 31.38% | Q1 2016 | Q3 2016 | 3 |
Hatteras Investment Partners, LP | 2 | 2 | 0.00% | 0.06% | 0.16% | Q4 2014 | Q1 2015 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.89% | 0.99% | 1.11% | Q1 2023 | Q3 2023 | 3 |
First Trust Capital Management L.P. | 2 | 1 | 1.55% | 4.17% | 9.10% | Q1 2018 | Q2 2019 | 3 |
DAVIS SELECTED ADVISERS | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2013 | Q4 2018 | 3 |
Hobart Private Capital, LLC | 3 | 3 | 15.96% | 25.03% | 31.03% | Q1 2023 | Q3 2023 | 3 |
Strata Wealth Advisors, LLC | 2 | 1 | 0.81% | 0.85% | 0.92% | Q4 2022 | Q3 2023 | 3 |
Tenzing Global Management, LLC | 2 | 1 | 6.06% | 13.14% | 27.00% | Q2 2020 | Q1 2021 | 3 |
MPAM CREDIT TRADING PARTNERS L.P. | 3 | 3 | 20.06% | 27.59% | 36.52% | Q1 2015 | Q3 2015 | 3 |
Cresta Advisors, Ltd. | 3 | 3 | 4.98% | 7.92% | 10.66% | Q1 2023 | Q3 2023 | 3 |
Florence Capital Advisors, LLC | 3 | 3 | 0.03% | 0.07% | 0.10% | Q4 2016 | Q2 2017 | 3 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.18% | 1.11% | 2.89% | Q1 2018 | Q4 2022 | 3 |
Achievement Holdings L.P. | 3 | 3 | 0.67% | 1.54% | 2.22% | Q4 2014 | Q2 2015 | 3 |
Planning Solutions Group LLC | 3 | 3 | 0.99% | 1.37% | 2.14% | Q4 2018 | Q2 2019 | 3 |
Wilks Brothers, LLC | 2 | 2 | 3.22% | 3.55% | 3.88% | Q2 2018 | Q3 2018 | 2 |
Hi-Line Capital Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
Spouting Rock Asset Management, LLC | 2 | 2 | 2.70% | 4.42% | 6.16% | Q4 2019 | Q1 2020 | 2 |
Pacific Edge Advisors, LLC | 2 | 2 | 0.31% | 0.31% | 0.31% | Q3 2019 | Q4 2019 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.11% | Q4 2018 | Q1 2019 | 2 |
Signet Investment Advisory Group, Inc. | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2018 | Q4 2020 | 2 |
Allred Capital Management, LLC | 1 | 1 | 0.03% | 0.16% | 0.28% | Q4 2018 | Q1 2021 | 2 |
Vision Capital Corp | 1 | 1 | 49.62% | 49.78% | 49.94% | Q4 2020 | Q3 2023 | 2 |
MIRSKY FINANCIAL MANAGEMENT CORP. | 2 | 2 | 0.09% | 0.09% | 0.09% | Q3 2021 | Q4 2021 | 2 |
Hotaling Investment Management, LLC | 1 | 1 | 0.09% | 0.14% | 0.18% | Q2 2022 | Q4 2022 | 2 |
Plaisance Capital LLC | 2 | 2 | 1.75% | 4.63% | 7.51% | Q1 2022 | Q2 2022 | 2 |
Alpha Quant Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q1 2019 | 2 |
Hamilton Wealth, LLC | 1 | 1 | 0.11% | 0.17% | 0.23% | Q4 2021 | Q4 2022 | 2 |
DWM Financial Group, Inc. | 2 | 2 | 0.37% | 0.67% | 0.98% | Q4 2019 | Q1 2020 | 2 |
AIA International Ltd | 2 | 2 | 1.31% | 1.31% | 1.31% | Q4 2017 | Q1 2018 | 2 |
Kula Investments, LLC | 2 | 2 | 0.83% | 1.54% | 2.26% | Q4 2022 | Q1 2023 | 2 |
Belvedere Advisors LLC | 2 | 2 | 0.12% | 1.22% | 2.31% | Q1 2019 | Q2 2019 | 2 |
INNEALTA CAPITAL, LLC | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2023 | Q3 2023 | 2 |
Parian Global Management LP | 2 | 2 | 2.73% | 14.74% | 26.76% | Q4 2019 | Q1 2020 | 2 |
CloudAlpha Capital Management Limited/Hong Kong | 1 | 1 | 9.14% | 22.11% | 35.08% | Q1 2021 | Q2 2022 | 2 |
Dash Acquisitions Inc. | 2 | 2 | 0.18% | 0.25% | 0.31% | Q4 2021 | Q1 2022 | 2 |
Hall Private Wealth Advisors | 2 | 2 | 0.10% | 0.11% | 0.11% | Q1 2023 | Q2 2023 | 2 |
CYNOSURE ADVISORS, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q1 2018 | 2 |
Community Capital Management, LLC | 1 | 1 | 0.02% | 1.19% | 2.37% | Q1 2019 | Q2 2020 | 2 |
RDST Capital LLC | 2 | 2 | 6.32% | 9.84% | 13.35% | Q2 2022 | Q3 2022 | 2 |
SWS Partners | 2 | 2 | 0.04% | 0.09% | 0.14% | Q4 2017 | Q1 2018 | 2 |
MANA Advisors LLC | 2 | 2 | 0.94% | 1.32% | 1.70% | Q1 2018 | Q2 2018 | 2 |
Vigilare Wealth Management | 1 | 1 | 0.43% | 3.74% | 7.04% | Q4 2019 | Q2 2020 | 2 |
COMMONS CAPITAL, LLC | 2 | 2 | 0.24% | 0.47% | 0.71% | Q4 2021 | Q1 2022 | 2 |
Keeler Thomas Management LLC | 1 | 1 | 0.12% | 5.45% | 10.78% | Q4 2017 | Q2 2022 | 2 |
UNIO CAPITAL LLC | 1 | 1 | 0.12% | 0.41% | 0.70% | Q4 2018 | Q4 2019 | 2 |
Fund Evaluation Group, LLC | 1 | 1 | 0.03% | 0.11% | 0.20% | Q2 2020 | Q1 2022 | 2 |
Sanctuary Wealth Management, L.L.C. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Taylor Hoffman Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 2 |
Shoals Capital Management LP | 1 | 1 | 0.39% | 27.41% | 54.44% | Q2 2019 | Q1 2020 | 2 |
Retireful, LLC | 2 | 2 | 4.12% | 8.57% | 13.03% | Q2 2023 | Q3 2023 | 2 |
Aevitas Wealth Management, Inc. | 2 | 2 | 0.05% | 0.11% | 0.18% | Q4 2018 | Q1 2019 | 2 |
RVB CAPITAL MANAGEMENT LLC | 2 | 2 | 2.50% | 2.65% | 2.81% | Q4 2021 | Q1 2022 | 2 |
Compass Advisory Group LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2021 | Q1 2022 | 2 |
Slow Capital, Inc. | 1 | 1 | 0.01% | 4.52% | 9.02% | Q1 2018 | Q3 2022 | 2 |
Herr Investment Group LLC | 1 | 1 | 0.00% | 0.10% | 0.21% | Q4 2022 | Q4 2022 | 2 |
Wealth Advisors of Tampa Bay, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q4 2021 | Q1 2022 | 2 |
Haafor (Singapore) Pte. Ltd. | 1 | 1 | 0.72% | 0.85% | 0.98% | Q2 2020 | Q4 2020 | 2 |
MCIA Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Melqart Asset Management (UK) Ltd | 2 | 2 | 3.28% | 5.19% | 7.09% | Q2 2022 | Q3 2022 | 2 |
Farmhouse Investment Management LLC | 2 | 2 | 15.03% | 15.60% | 16.16% | Q2 2018 | Q3 2018 | 2 |
Lake Hills Wealth Management, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q4 2021 | Q1 2022 | 2 |
Stamos Capital Partners, L.P. | 2 | 2 | 0.37% | 9.21% | 18.05% | Q2 2020 | Q3 2020 | 2 |
Kingsbury Capital Investment Advisors LLC | 2 | 2 | 0.33% | 0.34% | 0.34% | Q1 2022 | Q2 2022 | 2 |
AXIAL CAPITAL MANAGEMENT, LLC | 2 | 2 | 21.78% | 29.23% | 36.69% | Q2 2013 | Q3 2013 | 2 |
OmniStar Financial Group, Inc. | 1 | 1 | 0.03% | 0.45% | 0.87% | Q1 2020 | Q4 2021 | 2 |
Franklin Square Holdings, L.P. | 2 | 2 | 1.32% | 1.92% | 2.52% | Q2 2018 | Q3 2018 | 2 |
True Capital Management | 2 | 2 | 2.19% | 2.55% | 2.92% | Q4 2022 | Q1 2023 | 2 |
Cannell & Co. | 1 | 1 | 0.01% | 0.03% | 0.06% | Q1 2016 | Q4 2021 | 2 |
SigFig Wealth Management, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
Lunia Capital LP | 1 | 1 | 12.38% | 14.31% | 16.24% | Q1 2020 | Q3 2021 | 2 |
SUTTON PLACE INVESTORS LLC | 2 | 2 | 1.50% | 1.61% | 1.72% | Q2 2023 | Q3 2023 | 2 |
Spartan Fund Management Inc. | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2022 | Q3 2022 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 1.25% | 1.26% | 1.26% | Q1 2022 | Q2 2022 | 2 |
Dunvegan Associates, Inc. | 2 | 2 | 0.84% | 0.86% | 0.86% | Q4 2014 | Q1 2015 | 2 |
Catalyst Wealth Management, LLC | 2 | 2 | 0.28% | 0.47% | 0.65% | Q4 2022 | Q1 2023 | 2 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 0.50% | 1.18% | 1.86% | Q2 2013 | Q1 2014 | 2 |
Castle Creek Arbitrage, LLC | 1 | 1 | 1.94% | 2.79% | 3.63% | Q2 2013 | Q2 2016 | 2 |
Marshall Wace North America L.P. | 2 | 2 | 0.23% | 0.36% | 0.49% | Q4 2020 | Q1 2021 | 2 |
PRESILIUM PRIVATE WEALTH, LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Plan Group Financial, LLC | 2 | 2 | 1.21% | 1.46% | 1.72% | Q2 2023 | Q3 2023 | 2 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.25% | 0.30% | 0.36% | Q4 2022 | Q2 2023 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.28% | 0.35% | 0.43% | Q4 2022 | Q1 2023 | 2 |
LFS ASSET MANAGEMENT | 2 | 2 | 0.22% | 0.28% | 0.34% | Q2 2022 | Q3 2022 | 2 |
Garda Capital Partners LP | 2 | 2 | 2.03% | 2.19% | 2.35% | Q1 2023 | Q2 2023 | 2 |
Dunhill Financial, LLC | 2 | 2 | 2.35% | 2.39% | 2.44% | Q2 2023 | Q3 2023 | 2 |
OTA Financial Group L.P. | 1 | 1 | 10.65% | 10.65% | 10.65% | Q4 2014 | Q2 2015 | 2 |
Saddle Road Partners, LLC | 2 | 2 | 0.03% | 0.12% | 0.22% | Q4 2015 | Q1 2016 | 2 |
Warther Private Wealth, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 2 |
Scott & Selber, Inc. | 2 | 2 | 0.33% | 0.46% | 0.58% | Q4 2018 | Q1 2019 | 2 |
Meredith Wealth Planning | 2 | 2 | 0.37% | 0.37% | 0.38% | Q4 2022 | Q1 2023 | 2 |
Willis Investment Counsel | 2 | 2 | 0.34% | 0.69% | 1.04% | Q4 2018 | Q1 2019 | 2 |
Maple Rock Capital Partners | 1 | 1 | 0.11% | 7.78% | 15.46% | Q3 2016 | Q4 2022 | 2 |
Lee Capital Management LP | 1 | 1 | 2.15% | 2.15% | 2.15% | Q2 2017 | Q2 2017 | 2 |
Shannon River Fund Management LLC | 1 | 1 | 0.30% | 11.83% | 23.36% | Q2 2014 | Q4 2016 | 2 |
Litespeed Management, L.L.C. | 2 | 2 | 0.17% | 5.46% | 10.75% | Q2 2016 | Q3 2016 | 2 |
LUCAS CAPITAL MANAGEMENT | 2 | 2 | 0.15% | 0.16% | 0.18% | Q2 2015 | Q3 2015 | 2 |
METROPOLITAN CAPITAL ADVISORS INC | 2 | 2 | 2.12% | 2.65% | 3.18% | Q4 2013 | Q1 2014 | 2 |
Latimer Light Capital, L.P. | 2 | 2 | 11.74% | 14.93% | 18.11% | Q2 2018 | Q3 2018 | 2 |
Teza Capital Management LLC | 1 | 1 | 0.19% | 0.23% | 0.27% | Q1 2021 | Q2 2022 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 15.48% | 15.75% | 16.02% | Q2 2023 | Q3 2023 | 2 |
CLOVIS CAPITAL MANAGEMENT LP | 2 | 2 | 14.99% | 22.02% | 29.04% | Q2 2014 | Q3 2014 | 2 |
Fortune Financial Advisors, LLC | 2 | 2 | 0.77% | 0.77% | 0.78% | Q2 2023 | Q3 2023 | 2 |
STONEHILL CAPITAL MANAGEMENT LLC | 2 | 2 | 46.02% | 49.57% | 53.12% | Q1 2023 | Q2 2023 | 2 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 2 | 2 | 0.33% | 0.37% | 0.40% | Q2 2023 | Q3 2023 | 2 |
Harvest Capital Strategies LLC | 1 | 1 | 17.40% | 25.97% | 34.55% | Q4 2013 | Q1 2017 | 2 |
Perceptive Advisors | 1 | 1 | 0.00% | 0.02% | 0.03% | Q1 2016 | Q1 2020 | 2 |
Riverview Capital Advisers, LLC | 2 | 2 | 0.55% | 0.55% | 0.56% | Q4 2021 | Q1 2022 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.98% | 1.12% | 1.27% | Q3 2022 | Q4 2022 | 2 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2021 | 2 |
CHESAPEAKE PARTNERS MANAGEMENT CO INC/MD | 1 | 1 | 5.90% | 6.96% | 8.02% | Q3 2013 | Q2 2014 | 2 |
BRIDGER MANAGEMENT, LLC | 1 | 1 | 45.57% | 47.34% | 49.10% | Q2 2015 | Q4 2015 | 2 |
ASCEND CAPITAL, LLC | 1 | 1 | 0.98% | 1.18% | 1.38% | Q1 2016 | Q1 2018 | 2 |
Fort Warren Capital Management, LP | 1 | 1 | 11.77% | 47.89% | 84.02% | Q4 2015 | Q3 2016 | 2 |
MRP Capital Investments, LLC | 1 | 1 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q2 2023 | 2 |
MUHLENKAMP & CO INC | 1 | 1 | 0.28% | 0.41% | 0.54% | Q2 2015 | Q3 2017 | 2 |
FIRST COMMUNITY TRUST NA | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
TFB Advisors LLC | 2 | 2 | 0.37% | 0.71% | 1.05% | Q2 2023 | Q3 2023 | 2 |
WILLIAM HARRIS INVESTORS INC | 2 | 2 | 2.28% | 2.66% | 3.04% | Q3 2016 | Q4 2016 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.20% | 0.27% | 0.33% | Q4 2014 | Q1 2015 | 2 |
BOSTON PROVIDENT, L.P. | 1 | 1 | 11.01% | 11.22% | 11.43% | Q3 2013 | Q2 2015 | 2 |
JENSEN INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q4 2022 | 2 |
Clifford Group, LLC | 2 | 2 | 0.23% | 0.24% | 0.24% | Q2 2023 | Q3 2023 | 2 |
HARBOR ADVISORY CORP /MA/ | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Empire Life Investments Inc. | 2 | 2 | 2.95% | 3.87% | 4.79% | Q4 2016 | Q1 2017 | 2 |
Cooperatieve Rabobank U.A. | 2 | 2 | 1.59% | 1.83% | 2.06% | Q2 2013 | Q3 2013 | 2 |
MARKSTON INTERNATIONAL LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
ONTARIO TEACHERS PENSION PLAN BOARD | 2 | 2 | 0.21% | 0.47% | 0.72% | Q2 2017 | Q3 2017 | 2 |
NISA INVESTMENT ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
SCHULHOFF & CO INC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Financial Alternatives, Inc | 2 | 2 | 0.22% | 0.24% | 0.26% | Q4 2022 | Q1 2023 | 2 |
Harvest Investment Advisors, LLC | 2 | 2 | 0.21% | 0.30% | 0.40% | Q1 2023 | Q2 2023 | 2 |
Stillwater Investment Management, L.P. | 2 | 2 | 8.22% | 14.04% | 19.85% | Q4 2015 | Q1 2016 | 2 |
iA Global Asset Management Inc. | 2 | 2 | 0.35% | 0.71% | 1.07% | Q2 2023 | Q3 2023 | 2 |
DRW SECURITIES, L.L.C. | 1 | 1 | 7.02% | 17.82% | 28.63% | Q3 2022 | Q3 2022 | 2 |
NORTHERN TRUST CO OF CONNECTICUT | 2 | 2 | 0.35% | 0.35% | 0.35% | Q2 2013 | Q3 2013 | 2 |
Think Investments LP | 2 | 2 | 18.06% | 21.36% | 24.67% | Q3 2021 | Q4 2021 | 2 |
Vawter Financial, Ltd. | 2 | 2 | 0.26% | 0.26% | 0.27% | Q2 2023 | Q3 2023 | 2 |
GENDELL JEFFREY L | 1 | 1 | 2.03% | 4.36% | 6.69% | Q4 2022 | Q3 2023 | 2 |
Harbor Spring Capital, LLC | 2 | 2 | 29.04% | 32.67% | 36.29% | Q2 2021 | Q3 2021 | 2 |
Lebenthal Holdings,LLC | 1 | 1 | 0.12% | 0.28% | 0.43% | Q4 2014 | Q2 2016 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Tech Square Trading LP | 2 | 2 | 2.62% | 8.14% | 13.67% | Q4 2018 | Q1 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.25% | 0.40% | 0.56% | Q2 2023 | Q3 2023 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.32% | 0.32% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.94% | 1.03% | 1.11% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.22% | 0.23% | 0.24% | Q2 2023 | Q3 2023 | 2 |
Prairie Sky Financial Group LLC | 2 | 2 | 0.89% | 0.90% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.44% | 0.44% | 0.45% | Q2 2023 | Q3 2023 | 2 |
UNION SAVINGS BANK | 2 | 2 | 5.45% | 5.53% | 5.62% | Q2 2023 | Q3 2023 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.65% | 0.68% | 0.72% | Q2 2023 | Q3 2023 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Corundum Trust Company, INC | 2 | 2 | 2.44% | 2.57% | 2.70% | Q2 2023 | Q3 2023 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 2.03% | 2.38% | 2.72% | Q2 2023 | Q3 2023 | 2 |
SEVEN MILE ADVISORY | 2 | 2 | 13.85% | 14.88% | 15.90% | Q2 2023 | Q3 2023 | 2 |
INVENIO WEALTH PARTNERS LLC | 2 | 2 | 5.23% | 6.14% | 7.04% | Q2 2023 | Q3 2023 | 2 |
Certus Wealth Management, LLC | 2 | 2 | 0.32% | 0.39% | 0.46% | Q2 2023 | Q3 2023 | 2 |
PFW Advisors LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q3 2023 | 2 |
CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | 2 | 2 | 4.71% | 4.76% | 4.82% | Q3 2015 | Q4 2015 | 2 |
SAYBROOK CAPITAL /NC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q3 2013 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
CMT Capital Markets Trading GmbH | 2 | 2 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q2 2017 | 2 |
Peoples Bank/KS | 2 | 2 | 1.45% | 1.48% | 1.51% | Q3 2023 | Q4 2023 | 2 |
Exchange Bank | 2 | 2 | 0.83% | 0.98% | 1.12% | Q2 2023 | Q3 2023 | 2 |
DODGE & COX | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2021 | 2 |
Boston Standard Wealth Management, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q4 2023 | 2 |
CIDEL ASSET MANAGEMENT INC | 2 | 2 | 0.24% | 0.27% | 0.29% | Q1 2015 | Q2 2015 | 2 |
HARBERT FUND ADVISORS, INC. | 1 | 1 | 3.67% | 9.48% | 15.29% | Q4 2020 | Q2 2022 | 2 |
Finepoint Capital LP | 2 | 2 | 57.75% | 78.88% | 100.00% | Q3 2019 | Q4 2019 | 2 |
Arlington Capital Management, Inc. | 2 | 2 | 0.30% | 0.33% | 0.36% | Q4 2019 | Q1 2020 | 2 |
Valtura Capital Partners LLC | 2 | 2 | 16.42% | 33.08% | 49.74% | Q1 2017 | Q2 2017 | 2 |
MANAGED ASSET PORTFOLIOS, LLC | 1 | 1 | 0.08% | 0.10% | 0.12% | Q3 2019 | Q1 2020 | 2 |
Lighthouse Investment Partners, LLC | 2 | 2 | 3.33% | 3.34% | 3.36% | Q2 2023 | Q3 2023 | 2 |
CG Asset Management LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q3 2015 | Q4 2015 | 2 |
PECAUT & CO. | 1 | 1 | 0.08% | 0.12% | 0.15% | Q2 2022 | Q2 2023 | 2 |
Sivik Global Healthcare LLC | 1 | 1 | 0.31% | 20.89% | 41.48% | Q4 2019 | Q2 2023 | 2 |
Coronation Fund Managers Ltd. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Claar Advisors LLC | 2 | 2 | 1.93% | 2.59% | 3.25% | Q1 2022 | Q2 2022 | 2 |
Empowered Funds, LLC | 1 | 1 | 0.11% | 0.28% | 0.46% | Q4 2021 | Q3 2023 | 2 |
Quantitative Systematic Strategies LLC | 1 | 1 | 0.31% | 0.36% | 0.40% | Q4 2013 | Q1 2015 | 2 |
DESTRIER CAPITAL MANAGEMENT LLC | 2 | 2 | 17.51% | 26.33% | 35.16% | Q2 2016 | Q3 2016 | 2 |
StratiFi, LLC | 2 | 2 | 0.04% | 0.08% | 0.12% | Q3 2015 | Q4 2015 | 2 |
Virtus ETF Advisers LLC | 2 | 2 | 0.84% | 4.00% | 7.16% | Q4 2016 | Q1 2017 | 2 |
Scoria Capital Partners LP | 1 | 1 | 0.06% | 0.77% | 1.48% | Q1 2016 | Q1 2016 | 2 |
Blackhawk Capital Partners LLC. | 2 | 2 | 0.73% | 0.90% | 1.07% | Q1 2020 | Q2 2020 | 2 |
D.C. Capital Advisors, Ltd | 1 | 1 | 0.48% | 3.11% | 5.74% | Q2 2013 | Q3 2018 | 2 |
Giralda Advisors, LLC | 2 | 2 | 0.16% | 0.16% | 0.16% | Q1 2016 | Q2 2016 | 2 |
Headlands Technologies LLC | 2 | 2 | 0.97% | 1.00% | 1.03% | Q2 2023 | Q3 2023 | 2 |
Tiger Eye Capital LLC | 1 | 1 | 4.18% | 7.81% | 11.44% | Q2 2020 | Q4 2021 | 2 |
Ergoteles LLC | 2 | 2 | 0.06% | 0.13% | 0.21% | Q4 2021 | Q1 2022 | 2 |
Alpha Family Trust | 2 | 2 | 9.73% | 10.26% | 10.79% | Q2 2022 | Q3 2022 | 2 |
Selkirk Management LLC | 2 | 2 | 6.32% | 6.37% | 6.42% | Q1 2016 | Q2 2016 | 2 |
Prince Street Capital Management LLC | 2 | 2 | 3.60% | 4.58% | 5.57% | Q3 2015 | Q4 2015 | 2 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 2 | 2 | 21.18% | 21.50% | 21.83% | Q2 2013 | Q3 2013 | 2 |
Saltoro Capital, LP | 1 | 1 | 3.51% | 11.14% | 18.78% | Q4 2020 | Q3 2022 | 2 |
WealthStone, Inc. | 2 | 2 | 0.32% | 0.32% | 0.33% | Q4 2020 | Q1 2021 | 2 |
KR CAPITAL ADVISORS INC | 1 | 1 | 0.03% | 0.15% | 0.26% | Q4 2013 | Q4 2014 | 2 |
CORDA Investment Management, LLC. | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Wright Fund Management, LLC | 2 | 2 | 3.98% | 4.16% | 4.35% | Q4 2021 | Q1 2022 | 2 |
Caerus Global Investors LLC | 1 | 1 | 1.41% | 5.59% | 9.76% | Q2 2013 | Q3 2015 | 2 |
TPH Asset Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q2 2017 | 2 |
Partners Group Holding AG | 2 | 2 | 1.18% | 1.30% | 1.41% | Q2 2013 | Q3 2013 | 2 |
Teilinger Capital Ltd. | 2 | 2 | 0.85% | 1.25% | 1.64% | Q4 2022 | Q1 2023 | 2 |
OSKIE CAPITAL MANAGEMENT, LLC | 1 | 1 | 38.33% | 40.72% | 43.12% | Q2 2013 | Q2 2014 | 2 |
FDO Partners, LLC | 1 | 1 | 0.30% | 0.74% | 1.17% | Q2 2017 | Q4 2017 | 2 |
Carlyle Group Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q1 2015 | 2 |
HG Vora Capital Management, LLC | 2 | 2 | 27.34% | 30.99% | 34.63% | Q1 2017 | Q2 2017 | 2 |
V3 Capital Management, L.P. | 1 | 1 | 11.82% | 26.40% | 40.98% | Q3 2013 | Q2 2015 | 2 |
QFR Capital Management, L.P. | 1 | 1 | 77.29% | 86.87% | 96.45% | Q1 2016 | Q3 2016 | 2 |
Reliant Investment Management, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q4 2013 | Q1 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 3.90% | 4.01% | 4.11% | Q2 2013 | Q3 2013 | 2 |
BPV Resources, LLC | 2 | 2 | 38.19% | 47.00% | 55.81% | Q1 2015 | Q2 2015 | 2 |
DG Capital Management, LLC | 1 | 1 | 4.65% | 26.20% | 47.76% | Q4 2014 | Q2 2023 | 2 |
SkyTop Capital Management LLC | 2 | 2 | 18.81% | 21.94% | 25.06% | Q4 2016 | Q1 2017 | 2 |
Woodbine Capital Advisors LP | 2 | 2 | 32.04% | 32.56% | 33.07% | Q3 2013 | Q4 2013 | 2 |
Willett Advisors LLC | 2 | 2 | 100.00% | 100.00% | 100.00% | Q3 2013 | Q4 2013 | 2 |
ClearBridge Investments Ltd | 1 | 1 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q4 2022 | 2 |
STERNE AGEE GROUP, INC. | 2 | 2 | 0.17% | 0.39% | 0.60% | Q2 2013 | Q3 2013 | 2 |
MITSUBISHI UFJ SECURITIES (USA), Inc. | 1 | 1 | 46.52% | 46.52% | 46.52% | Q4 2014 | Q4 2014 | 2 |
Lesa Sroufe & Co | 1 | 1 | 0.22% | 0.26% | 0.30% | Q4 2014 | Q4 2015 | 2 |
MISSOURI VALLEY PARTNERS, INC. | 2 | 2 | 0.38% | 0.40% | 0.43% | Q2 2013 | Q3 2013 | 2 |
Centerbridge Partners | 1 | 1 | 2.16% | 4.38% | 6.59% | Q2 2014 | Q4 2015 | 2 |
Cavalry Management Group, LLC | 1 | 1 | 2.42% | 6.04% | 9.66% | Q1 2020 | Q1 2020 | 2 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2022 | 2 |
WALL STREET ASSOCIATES | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Winchester Group Inc. | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q3 2013 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 0.35% | 0.35% | 0.36% | Q2 2013 | Q3 2013 | 2 |
BBVA USA | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2021 | Q3 2021 | 2 |
First Allied Asset Management, Inc. | 1 | 1 | 0.11% | 0.21% | 0.30% | Q2 2013 | Q3 2014 | 2 |
SPRING CREEK CAPITAL LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Raging Capital Management, LLC | 1 | 1 | 4.31% | 8.22% | 12.12% | Q4 2014 | Q1 2017 | 2 |
INTACT INVESTMENT MANAGEMENT INC. | 2 | 2 | 0.20% | 0.20% | 0.20% | Q2 2023 | Q3 2023 | 2 |
CQS Cayman LP | 1 | 1 | 0.08% | 1.88% | 3.68% | Q3 2015 | Q2 2019 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 2.86% | 10.41% | 17.95% | Q4 2016 | Q4 2020 | 2 |
Argent Advisors, Inc. | 2 | 2 | 0.13% | 0.19% | 0.24% | Q4 2019 | Q1 2020 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
AdvisorShares Investments LLC | 1 | 1 | 11.33% | 12.10% | 12.86% | Q1 2023 | Q3 2023 | 2 |
Merchants' Gate Capital LP | 2 | 2 | 16.49% | 18.37% | 20.26% | Q3 2013 | Q4 2013 | 2 |
AB CarVal Investors, LP | 2 | 2 | 13.91% | 21.94% | 29.97% | Q2 2013 | Q3 2013 | 2 |
SAMLYN CAPITAL, LLC | 1 | 1 | 0.12% | 0.25% | 0.37% | Q1 2021 | Q3 2021 | 2 |
XML SECURITIES, LLC | 2 | 2 | 0.67% | 0.69% | 0.72% | Q4 2017 | Q1 2018 | 2 |
Solus Alternative Asset Management LP | 2 | 2 | 6.51% | 7.31% | 8.10% | Q1 2015 | Q2 2015 | 2 |
Corriente Advisors, LLC | 2 | 2 | 14.34% | 28.88% | 43.42% | Q2 2022 | Q3 2022 | 2 |
Salzman Financial Management | 2 | 2 | 2.20% | 2.54% | 2.88% | Q2 2014 | Q3 2014 | 2 |
Newbrook Capital Advisors LP | 2 | 2 | 2.05% | 3.01% | 3.97% | Q3 2022 | Q4 2022 | 2 |
Nicholas Investment Partners, LP | 1 | 1 | 0.15% | 1.17% | 2.19% | Q4 2015 | Q2 2020 | 2 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 3.72% | 4.01% | 4.29% | Q2 2013 | Q1 2023 | 2 |
TIGER VEDA MANAGEMENT LLC | 1 | 1 | 14.38% | 14.60% | 14.81% | Q2 2013 | Q2 2014 | 2 |
Arrow Capital Management, LLC | 2 | 2 | 3.12% | 3.36% | 3.60% | Q1 2016 | Q2 2016 | 2 |
7x7 Asset Management LLC | 2 | 2 | 15.82% | 16.91% | 18.01% | Q2 2013 | Q3 2013 | 2 |
Adams Asset Advisors, LLC | 1 | 1 | 0.09% | 0.14% | 0.20% | Q2 2015 | Q4 2019 | 2 |
PORTOLA GROUP INC /CA | 2 | 2 | 0.98% | 1.15% | 1.32% | Q4 2013 | Q1 2014 | 2 |
Crystalline Management Inc. | 2 | 2 | 0.41% | 0.64% | 0.86% | Q4 2022 | Q1 2023 | 2 |
Financial Planners of Cleveland, Inc. | 2 | 2 | 0.12% | 0.30% | 0.47% | Q4 2021 | Q1 2022 | 2 |
Roberts Capital Advisors, LLC | 2 | 2 | 0.37% | 0.40% | 0.43% | Q4 2021 | Q1 2022 | 2 |
FOURSIXTHREE CAPITAL LP | 2 | 2 | 20.32% | 52.73% | 85.14% | Q4 2022 | Q1 2023 | 2 |
Bradley & Co. Private Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Lauer Wealth, LLC | 2 | 2 | 0.14% | 0.26% | 0.39% | Q1 2023 | Q2 2023 | 2 |
BOULDER HILL CAPITAL MANAGEMENT LP | 2 | 2 | 16.93% | 23.29% | 29.65% | Q4 2022 | Q1 2023 | 2 |
Canvas Wealth Advisors, LLC | 2 | 2 | 0.08% | 0.08% | 0.09% | Q2 2023 | Q3 2023 | 2 |
PINNBROOK CAPITAL MANAGEMENT LP | 2 | 2 | 11.00% | 20.31% | 29.62% | Q4 2021 | Q1 2022 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 1 | 1 | 2.56% | 5.40% | 8.23% | Q2 2021 | Q3 2023 | 2 |
Timelo Investment Management Inc. | 2 | 2 | 16.09% | 17.22% | 18.36% | Q1 2023 | Q2 2023 | 2 |
Geier Asset Management, Inc. | 2 | 2 | 0.15% | 0.15% | 0.15% | Q1 2021 | Q2 2021 | 2 |
Moab Capital Partners | 1 | 1 | 4.80% | 5.61% | 6.42% | Q4 2015 | Q1 2020 | 2 |
Bridge Advisory, LLC | 2 | 2 | 0.11% | 0.73% | 1.34% | Q2 2023 | Q3 2023 | 2 |
Draper Asset Management, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q4 2021 | 2 |
Weitzel Financial Services, Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Tacita Capital Inc | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q1 2021 | 2 |
KEYSTONE WEALTH PARTNERS | 2 | 2 | 0.21% | 0.22% | 0.23% | Q4 2021 | Q1 2022 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.01% | 1.27% | 2.52% | Q4 2017 | Q4 2018 | 2 |
Buttonwood Financial Advisors Inc. | 2 | 2 | 0.32% | 0.32% | 0.33% | Q2 2023 | Q3 2023 | 2 |
Crown Wealth Group, LLC | 1 | 1 | 0.17% | 0.20% | 0.23% | Q4 2022 | Q3 2023 | 2 |
Urban Wealth Management, LLC | 1 | 1 | 0.46% | 0.50% | 0.55% | Q4 2020 | Q2 2022 | 2 |
Midwest Wealth Management Inc. | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q3 2021 | 2 |
OneAscent Wealth Management LLC | 2 | 2 | 0.98% | 0.98% | 0.99% | Q4 2020 | Q1 2021 | 2 |
Infini Master Fund | 2 | 2 | 5.74% | 7.56% | 9.39% | Q2 2021 | Q3 2021 | 2 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 1 | 1 | 2.44% | 9.16% | 15.89% | Q4 2020 | Q2 2022 | 2 |
Alterity Financial Group, LLC | 1 | 1 | 0.22% | 0.25% | 0.29% | Q4 2021 | Q2 2023 | 2 |
CPMG Inc | 2 | 2 | 1.47% | 1.54% | 1.60% | Q1 2020 | Q2 2020 | 2 |
EMJ Capital Ltd. | 1 | 1 | 2.61% | 14.96% | 27.31% | Q4 2020 | Q2 2022 | 2 |
Synergy Financial Group, LTD | 2 | 2 | 0.91% | 0.95% | 0.99% | Q2 2023 | Q3 2023 | 2 |
AMI ASSET MANAGEMENT CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 1.27% | 1.45% | 1.62% | Q4 2021 | Q1 2022 | 2 |
Euclidean Capital LLC | 2 | 2 | 22.97% | 25.51% | 28.05% | Q2 2023 | Q3 2023 | 2 |
Davis Capital Management | 2 | 2 | 1.17% | 1.20% | 1.22% | Q1 2020 | Q2 2020 | 2 |
Claremont Financial Group, Inc. | 2 | 2 | 2.36% | 2.93% | 3.50% | Q4 2021 | Q1 2022 | 2 |
Seven Springs Wealth Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Baymount Management LP | 1 | 1 | 0.00% | 16.40% | 32.80% | Q3 2022 | Q2 2023 | 2 |
Juniper Hill Capital Management LP | 2 | 2 | 13.38% | 16.17% | 18.96% | Q2 2023 | Q3 2023 | 2 |
1776 Wealth LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2019 | Q1 2020 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
CLIENT 1ST ADVISORY GROUP, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q2 2023 | 2 |
Great Lakes Retirement, Inc. | 2 | 2 | 0.35% | 0.36% | 0.37% | Q4 2019 | Q1 2020 | 2 |
Platinum Management (NY) LLC | 2 | 2 | 5.54% | 14.57% | 23.60% | Q2 2014 | Q3 2014 | 2 |
ICW Investment Advisors LLC | 1 | 1 | 0.04% | 0.21% | 0.38% | Q4 2019 | Q3 2023 | 2 |
Insight Folios Inc | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2023 | Q3 2023 | 2 |
Auour Investments LLC | 2 | 2 | 0.54% | 0.56% | 0.58% | Q2 2023 | Q3 2023 | 2 |
SOUTHERN CAPITAL ADVISORS, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
Aperio Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2016 | 2 |
Cullen Capital Management, LLC | 1 | 1 | 0.01% | 0.07% | 0.13% | Q3 2013 | Q2 2022 | 2 |
Wolf Hill Capital Management, LP | 1 | 1 | 7.45% | 7.76% | 8.08% | Q1 2021 | Q1 2023 | 2 |
Keudell/Morrison Wealth Management | 1 | 1 | 0.07% | 0.22% | 0.36% | Q1 2020 | Q4 2022 | 2 |
Nauset Wealth Management. LLC | 2 | 2 | 0.27% | 0.35% | 0.42% | Q4 2021 | Q1 2022 | 2 |
Johanson Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Monashee Investment Management LLC | 1 | 1 | 68.21% | 68.21% | 68.21% | Q1 2020 | Q1 2020 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Mork Capital Management, LLC | 1 | 1 | 7.44% | 7.44% | 7.44% | Q4 2014 | Q4 2014 | 1 |
Greenhouse Funds LLLP | 1 | 1 | 13.92% | 13.92% | 13.92% | Q4 2020 | Q4 2020 | 1 |
CETERA INVESTMENT MANAGEMENT LLC | 1 | 1 | 1.78% | 1.78% | 1.78% | Q4 2015 | Q4 2015 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 3.76% | 3.76% | 3.76% | Q1 2015 | Q1 2015 | 1 |
CHASE INVESTMENT COUNSEL CORP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2019 | Q3 2019 | 1 |
LNZ Capital LP | 1 | 1 | 6.27% | 6.27% | 6.27% | Q1 2016 | Q1 2016 | 1 |
Wavelength Asset Management LLC | 1 | 1 | 7.04% | 7.04% | 7.04% | Q2 2015 | Q2 2015 | 1 |
BRISTOL JOHN W & CO INC /NY/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Alliance Wealth Management Group | 1 | 1 | 17.74% | 17.74% | 17.74% | Q4 2015 | Q4 2015 | 1 |
PSquared Asset Management AG | 1 | 1 | 11.55% | 11.55% | 11.55% | Q2 2015 | Q2 2015 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Velan Capital Investment Management LP | 1 | 1 | 16.89% | 16.89% | 16.89% | Q4 2022 | Q4 2022 | 1 |
Yong Rong (HK) Asset Management Ltd | 1 | 1 | 21.73% | 21.73% | 21.73% | Q1 2021 | Q1 2021 | 1 |
NORTHERN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2018 | Q4 2018 | 1 |
Sea Otter Advisors LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q1 2023 | Q1 2023 | 1 |
BARDIN HILL MANAGEMENT PARTNERS LP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
Boussard & Gavaudan Investment Management LLP | 1 | 1 | 2.21% | 2.21% | 2.21% | Q2 2015 | Q2 2015 | 1 |
Raveneur Investment Group LP | 1 | 1 | 25.24% | 25.24% | 25.24% | Q1 2016 | Q1 2016 | 1 |
MWA Asset Management | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
ISZO CAPITAL MANAGEMENT LP | 1 | 1 | 5.44% | 5.44% | 5.44% | Q1 2023 | Q1 2023 | 1 |
SAROFIM FAYEZ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2012 | Q4 2012 | 1 |
Fortis Capital Management LLC | 1 | 1 | 2.34% | 2.34% | 2.34% | Q3 2022 | Q3 2022 | 1 |
EADS & HEALD WEALTH MANAGEMENT | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2015 | Q4 2015 | 1 |
Mitra Capital LLC | 1 | 1 | 30.68% | 30.68% | 30.68% | Q3 2017 | Q3 2017 | 1 |
TVR Capital Management LP | 1 | 1 | 5.25% | 5.25% | 5.25% | Q2 2017 | Q2 2017 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2021 | Q4 2021 | 1 |
VIRGINIA RETIREMENT SYSTEMS ET AL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
PANTHERA INVESTMENT GmbH | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
TOBIAS FINANCIAL ADVISORS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HPS Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Tranquilli Financial Advisor LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Lorem Ipsum Management, LLC | 1 | 1 | 10.01% | 10.01% | 10.01% | Q1 2016 | Q1 2016 | 1 |
Precocity Capital LP | 1 | 1 | 16.96% | 16.96% | 16.96% | Q3 2018 | Q3 2018 | 1 |
Atika Capital Management LLC | 1 | 1 | 16.15% | 16.15% | 16.15% | Q2 2016 | Q2 2016 | 1 |
Iron Triangle Partners LP | 1 | 1 | 19.57% | 19.57% | 19.57% | Q2 2022 | Q2 2022 | 1 |
RJA Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Open Field Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2013 | Q4 2013 | 1 |
Hartree Partners, LP | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
RWQ Financial Management Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Plymouth Lane Capital Management, LLC | 1 | 1 | 7.90% | 7.90% | 7.90% | Q4 2014 | Q4 2014 | 1 |
Coltrane Asset Management L.P. | 1 | 1 | 44.89% | 44.89% | 44.89% | Q4 2019 | Q4 2019 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
ADAR Investment Management LP | 1 | 1 | 39.58% | 39.58% | 39.58% | Q1 2014 | Q1 2014 | 1 |
ADI CAPITAL MANAGEMENT LLC | 1 | 1 | 13.51% | 13.51% | 13.51% | Q1 2019 | Q1 2019 | 1 |
Swift Run Capital | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2020 | Q4 2020 | 1 |
Cider Mill Investments LP | 1 | 1 | 1.41% | 1.41% | 1.41% | Q4 2016 | Q4 2016 | 1 |
RIPOSTE CAPITAL LLC | 1 | 1 | 46.05% | 46.05% | 46.05% | Q3 2023 | Q3 2023 | 1 |
Metis Global Partners, LLC | 1 | 1 | 1.57% | 1.57% | 1.57% | Q3 2023 | Q3 2023 | 1 |
AO Asset Management, LP | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2016 | Q2 2016 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
Pathlight Investors LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2018 | Q4 2018 | 1 |
Guardian Wealth Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
Tavio Capital LLC | 1 | 1 | 5.62% | 5.62% | 5.62% | Q3 2017 | Q3 2017 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Zelman Capital LLC | 1 | 1 | 9.31% | 9.31% | 9.31% | Q2 2016 | Q2 2016 | 1 |
Emerald Acquisition Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Bornite Capital Management LP | 1 | 1 | 6.89% | 6.89% | 6.89% | Q1 2022 | Q1 2022 | 1 |
Thor Advisors, LLC | 1 | 1 | 5.47% | 5.47% | 5.47% | Q1 2020 | Q1 2020 | 1 |
Chessman Wealth Strategies RIA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Flat Footed LLC | 1 | 1 | 23.30% | 23.30% | 23.30% | Q3 2023 | Q3 2023 | 1 |
Yelin Lapidot Holdings Management Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
One Tusk Investment Partners LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2018 | Q4 2018 | 1 |
COOK WEALTH MANAGEMENT GROUP LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
APOGEM CAPITAL LLC | 1 | 1 | 3.58% | 3.58% | 3.58% | Q4 2020 | Q4 2020 | 1 |
TCM Advisors, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q2 2022 | Q2 2022 | 1 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1 | 1 | 2.07% | 2.07% | 2.07% | Q4 2020 | Q4 2020 | 1 |
Independence Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2019 | Q2 2019 | 1 |
Stone Ridge Asset Management LLC | 1 | 1 | 70.28% | 70.28% | 70.28% | Q2 2016 | Q2 2016 | 1 |
Yakira Capital Management, Inc. | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2022 | Q1 2022 | 1 |
ACUTA CAPITAL PARTNERS, LLC | 1 | 1 | 1.74% | 1.74% | 1.74% | Q1 2015 | Q1 2015 | 1 |
Cassia Capital Partners, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Pleasant Lake Partners LLC | 1 | 1 | 32.49% | 32.49% | 32.49% | Q4 2014 | Q4 2014 | 1 |
Cercano Management LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2022 | Q4 2022 | 1 |
My Legacy Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
SEVEN EIGHT CAPITAL, LP | 1 | 1 | 9.76% | 9.76% | 9.76% | Q1 2023 | Q1 2023 | 1 |
Teewinot Capital Advisers, L.L.C. | 1 | 1 | 5.70% | 5.70% | 5.70% | Q3 2014 | Q3 2014 | 1 |
HAMILTON LANE ADVISORS LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2019 | Q4 2019 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Gator Capital Management, LLC | 1 | 1 | 1.96% | 1.96% | 1.96% | Q1 2018 | Q1 2018 | 1 |
Capital Square, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
OGOREK ANTHONY JOSEPH /NY/ /ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
QV Investors Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q4 2021 | Q4 2021 | 1 |
AidennLair Capital Management LP | 1 | 1 | 3.20% | 3.20% | 3.20% | Q2 2018 | Q2 2018 | 1 |
Osher Van de Voorde Investment Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Evolutionary Tree Capital Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q4 2021 | Q4 2021 | 1 |
Vident Advisory, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2023 | Q3 2023 | 1 |
Palestra Capital Management LLC | 1 | 1 | 37.70% | 37.70% | 37.70% | Q4 2016 | Q4 2016 | 1 |
Simcah Management LLC | 1 | 1 | 40.98% | 40.98% | 40.98% | Q4 2013 | Q4 2013 | 1 |
BLOOM TREE PARTNERS, LLC | 1 | 1 | 25.98% | 25.98% | 25.98% | Q4 2019 | Q4 2019 | 1 |
DELTA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2014 | Q4 2014 | 1 |
GFI Investment Counsel Ltd. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2022 | Q2 2022 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 5.17% | 5.17% | 5.17% | Q3 2016 | Q3 2016 | 1 |
Regiment Capital Management LLC | 1 | 1 | 41.33% | 41.33% | 41.33% | Q3 2014 | Q3 2014 | 1 |
Orchard Hill Capital Management LP | 1 | 1 | 22.87% | 22.87% | 22.87% | Q2 2014 | Q2 2014 | 1 |
DRILL CRAIG A | 1 | 1 | 16.93% | 16.93% | 16.93% | Q4 2013 | Q4 2013 | 1 |
DC Investments Management, LLC | 1 | 1 | 1.02% | 1.02% | 1.02% | Q4 2017 | Q4 2017 | 1 |
ETF Store, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Anatole Investment Management Ltd | 1 | 1 | 28.21% | 28.21% | 28.21% | Q4 2021 | Q4 2021 | 1 |
STRALEM & CO INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2020 | Q2 2020 | 1 |
Regent Investment Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2015 | Q2 2015 | 1 |
Aristotle Atlantic Partners, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2018 | Q4 2018 | 1 |
Aquire Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2023 | Q3 2023 | 1 |
Raub Brock Capital Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Stratford Consulting, LLC | 1 | 1 | 1.77% | 1.77% | 1.77% | Q1 2020 | Q1 2020 | 1 |
Quantitative Advantage, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2018 | Q4 2018 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2013 | Q2 2013 | 1 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2022 | Q1 2022 | 1 |
CMC Financial Group | 1 | 1 | 1.20% | 1.20% | 1.20% | Q1 2022 | Q1 2022 | 1 |
Legacy CG, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2022 | Q2 2022 | 1 |
DYNAMO INTERNACIONAL GESTAO DE RECURSOS LTDA. | 1 | 1 | 4.73% | 4.73% | 4.73% | Q3 2023 | Q3 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 3.77% | 3.77% | 3.77% | Q2 2021 | Q2 2021 | 1 |
FOREFRONT WEALTH MANAGEMENT INC. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1 | 1 | 0.49% | 0.49% | 0.49% | Q2 2022 | Q2 2022 | 1 |
Seawolf Capital, LLC | 1 | 1 | 4.59% | 4.59% | 4.59% | Q1 2017 | Q1 2017 | 1 |
SPRUCE HOUSE INVESTMENT MANAGEMENT LLC | 1 | 1 | 77.96% | 77.96% | 77.96% | Q3 2020 | Q3 2020 | 1 |
Tyrus Capital S.A.M. | 1 | 1 | 1.79% | 1.79% | 1.79% | Q1 2015 | Q1 2015 | 1 |
Covalis Capital LLP | 1 | 1 | 2.06% | 2.06% | 2.06% | Q4 2019 | Q4 2019 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2019 | Q1 2019 | 1 |
Myriad Asset Management Ltd. | 1 | 1 | 1.83% | 1.83% | 1.83% | Q1 2019 | Q1 2019 | 1 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2021 | Q1 2021 | 1 |
Mawer Investment Management Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Choice Wealth Advisors, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q2 2022 | Q2 2022 | 1 |
B, B, H, & B INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
MKD WEALTH COACHES, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
Azora Capital LP | 1 | 1 | 4.28% | 4.28% | 4.28% | Q3 2022 | Q3 2022 | 1 |
Pension Partners, LLC | 1 | 1 | 19.65% | 19.65% | 19.65% | Q3 2014 | Q3 2014 | 1 |
Ma Investment Partnership, LP | 1 | 1 | 100.00% | 100.00% | 100.00% | Q3 2022 | Q3 2022 | 1 |
DeGreen Capital Management LLC | 1 | 1 | 32.04% | 32.04% | 32.04% | Q4 2013 | Q4 2013 | 1 |
Cascabel Management LP | 1 | 1 | 24.52% | 24.52% | 24.52% | Q3 2013 | Q3 2013 | 1 |
Leonard Capital Management, Inc. | 1 | 1 | 25.05% | 25.05% | 25.05% | Q1 2016 | Q1 2016 | 1 |
Coulter & Justus Financial Services, LLC | 1 | 1 | 12.10% | 12.10% | 12.10% | Q1 2022 | Q1 2022 | 1 |
WILLNER & HELLER, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q3 2022 | Q3 2022 | 1 |
Davide Leone & Partners Investment Co Ltd. | 1 | 1 | 49.72% | 49.72% | 49.72% | Q2 2023 | Q2 2023 | 1 |
Centre Asset Management, LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2013 | Q2 2013 | 1 |
Hidden Lake Asset Management LP | 1 | 1 | 17.00% | 17.00% | 17.00% | Q3 2021 | Q3 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 2.11% | 2.11% | 2.11% | Q1 2017 | Q1 2017 | 1 |
Algebris (UK) Ltd | 1 | 1 | 1.48% | 1.48% | 1.48% | Q1 2018 | Q1 2018 | 1 |
ARBOR TRUST WEALTH ADVISORS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2021 | Q3 2021 | 1 |
Delap Wealth Advisory, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2022 | Q4 2022 | 1 |
HONEYWELL INTERNATIONAL INC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2015 | Q4 2015 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Dai-ichi Life Holdings, Inc. | 1 | 1 | 2.07% | 2.07% | 2.07% | Q3 2015 | Q3 2015 | 1 |
Rail-Splitter Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2016 | Q1 2016 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
Blueport Capital, L.P. | 1 | 1 | 18.15% | 18.15% | 18.15% | Q4 2017 | Q4 2017 | 1 |
Centennial Wealth Advisory LLC | 1 | 1 | 1.42% | 1.42% | 1.42% | Q4 2020 | Q4 2020 | 1 |
MONEYWISE, INC. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
Murchinson Ltd. | 1 | 1 | 5.18% | 5.18% | 5.18% | Q3 2022 | Q3 2022 | 1 |
Signify Wealth | 1 | 1 | 3.30% | 3.30% | 3.30% | Q3 2023 | Q3 2023 | 1 |
Indaba Capital Management, L.P. | 1 | 1 | 4.09% | 4.09% | 4.09% | Q3 2021 | Q3 2021 | 1 |
Osbon Capital Management LLC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q2 2019 | Q2 2019 | 1 |
Ledge Wealth Management, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2022 | Q4 2022 | 1 |
swisspartners Ltd. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2020 | Q4 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2023 | Q3 2023 | 1 |
MAKENA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2013 | Q4 2013 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2022 | Q1 2022 | 1 |
ParenteBeard Wealth Management, LLC | 1 | 1 | 3.14% | 3.14% | 3.14% | Q3 2014 | Q3 2014 | 1 |
Conrad Siegel Investment Advisors, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2022 | Q1 2022 | 1 |
Maytus Capital Management, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q2 2022 | Q2 2022 | 1 |
Hatteras Alternative Mutual Funds, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2014 | Q2 2014 | 1 |
Oak Point Wealth Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2018 | Q1 2018 | 1 |
Model Capital Management LLC | 1 | 1 | 22.92% | 22.92% | 22.92% | Q3 2020 | Q3 2020 | 1 |
SWARTHMORE GROUP INC | 1 | 1 | 35.93% | 35.93% | 35.93% | Q2 2022 | Q2 2022 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2021 | Q2 2021 | 1 |
Antipodean Advisors LLC | 1 | 1 | 55.18% | 55.18% | 55.18% | Q1 2019 | Q1 2019 | 1 |
Noked Capital LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2018 | Q3 2018 | 1 |
Waterstone Capital Management, L.P. | 1 | 1 | 19.58% | 19.58% | 19.58% | Q4 2019 | Q4 2019 | 1 |
Kepos Capital LP | 1 | 1 | 0.75% | 0.75% | 0.75% | Q2 2023 | Q2 2023 | 1 |
West Coast Financial LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2017 | Q2 2017 | 1 |
Leicht Financial Planning & Wealth Management, Inc. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q1 2020 | Q1 2020 | 1 |
FLIPPIN BRUCE & PORTER INC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q2 2016 | Q2 2016 | 1 |
Gibson Wealth Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Huber Capital Management LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2013 | Q4 2013 | 1 |
BAMCO INC /NY/ | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Timber Creek Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
iAB Financial Bank | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2017 | Q2 2017 | 1 |
Axiom Financial Strategies, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q1 2020 | Q1 2020 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 6.89% | 6.89% | 6.89% | Q1 2022 | Q1 2022 | 1 |
Prana Capital Management, LP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2022 | Q2 2022 | 1 |
Context Partners Fund, L.P. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2018 | Q3 2018 | 1 |
St. James Investment Company, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Barrington Wilshire, LLC | 1 | 1 | 30.44% | 30.44% | 30.44% | Q2 2013 | Q2 2013 | 1 |
Twin Securities, Inc. | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2018 | Q4 2018 | 1 |
Anthion Management, LLC | 1 | 1 | 61.63% | 61.63% | 61.63% | Q2 2013 | Q2 2013 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
EVEREST CAPITAL LLC | 1 | 1 | 1.11% | 1.11% | 1.11% | Q1 2013 | Q1 2013 | 1 |
Okumus Fund Management Ltd. | 1 | 1 | 3.06% | 3.06% | 3.06% | Q4 2018 | Q4 2018 | 1 |
qPULA Trading Management LP | 1 | 1 | 8.01% | 8.01% | 8.01% | Q1 2021 | Q1 2021 | 1 |
CHIRON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
XTX Topco Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
BHR Capital LLC | 1 | 1 | 13.47% | 13.47% | 13.47% | Q2 2014 | Q2 2014 | 1 |
Tri Locum Partners LP | 1 | 1 | 6.18% | 6.18% | 6.18% | Q3 2023 | Q3 2023 | 1 |
Ascension Asset Management LLC | 1 | 1 | 4.60% | 4.60% | 4.60% | Q4 2020 | Q4 2020 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 1 |
TRUE SIGNAL LP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
RiverPark Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
IAM Advisory, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 11.51% | 11.51% | 11.51% | Q3 2014 | Q3 2014 | 1 |
Gunderson Capital Management Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2023 | Q4 2023 | 1 |
Hilltop Park Associates LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q4 2013 | Q4 2013 | 1 |
Robertson Opportunity Capital, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2013 | Q2 2013 | 1 |
Capital Advisors Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Bull Oak Capital, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Westover Capital Advisors, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2016 | Q1 2016 | 1 |
Two Seas Capital LP | 1 | 1 | 11.74% | 11.74% | 11.74% | Q3 2022 | Q3 2022 | 1 |
TREMBLANT CAPITAL GROUP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2018 | Q3 2018 | 1 |
Glenrock Inc. | 1 | 1 | 54.15% | 54.15% | 54.15% | Q4 2013 | Q4 2013 | 1 |
Altai Capital Management | 1 | 1 | 13.26% | 13.26% | 13.26% | Q1 2014 | Q1 2014 | 1 |
RAY GERALD L & ASSOCIATES LTD | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
Lee Financial Group Hawaii, Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q3 2017 | 1 |
Greystone Managed Investments Inc. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2014 | Q4 2014 | 1 |
Pale Fire Capital SE | 1 | 1 | 27.09% | 27.09% | 27.09% | Q2 2023 | Q2 2023 | 1 |
Firsthand Capital Management, Inc. | 1 | 1 | 1.49% | 1.49% | 1.49% | Q1 2020 | Q1 2020 | 1 |
Redwood Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Trishield Capital Management LLC | 1 | 1 | 15.94% | 15.94% | 15.94% | Q3 2015 | Q3 2015 | 1 |
TELEMUS BEACON INVESTMENT Co LLC | 1 | 1 | 5.51% | 5.51% | 5.51% | Q2 2013 | Q2 2013 | 1 |
KADENSA CAPITAL Ltd | 1 | 1 | 2.21% | 2.21% | 2.21% | Q1 2023 | Q1 2023 | 1 |
One68 Global Capital, LLC | 1 | 1 | 5.24% | 5.24% | 5.24% | Q4 2022 | Q4 2022 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Scissortail Wealth Management, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
BANYAN CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2018 | Q4 2018 | 1 |
Convergence Investment Partners, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Ovata Capital Management Ltd | 1 | 1 | 0.39% | 0.39% | 0.39% | Q4 2022 | Q4 2022 | 1 |
BARINGTON CAPITAL GROUP, L.P. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
GETCO Holding Company, LLC | 1 | 1 | 29.15% | 29.15% | 29.15% | Q2 2013 | Q2 2013 | 1 |
Valiant Capital Management, L.P. | 1 | 1 | 0.44% | 0.44% | 0.44% | Q1 2013 | Q1 2013 | 1 |
140 Summer Partners LP | 1 | 1 | 11.75% | 11.75% | 11.75% | Q4 2020 | Q4 2020 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 1.35% | 1.35% | 1.35% | Q3 2023 | Q3 2023 | 1 |
STEPHENS GROUP ASSET MANAGEMENT, LLC | 1 | 1 | 0.49% | 0.49% | 0.49% | Q4 2018 | Q4 2018 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 1.92% | 1.92% | 1.92% | Q3 2013 | Q3 2013 | 1 |
CLOVERFIELDS CAPITAL GROUP, LP | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2022 | Q4 2022 | 1 |
Sharp Capital Gestora de Recursos Ltda. | 1 | 1 | 4.06% | 4.06% | 4.06% | Q1 2023 | Q1 2023 | 1 |
RUSHMORE INVESTMENT ADVISORS, INC. | 1 | 1 | 2.65% | 2.65% | 2.65% | Q2 2013 | Q2 2013 | 1 |
PFM Health Sciences, LP | 1 | 1 | 1.14% | 1.14% | 1.14% | Q3 2017 | Q3 2017 | 1 |
Legato Capital Management LLC | 1 | 1 | 1.40% | 1.40% | 1.40% | Q4 2019 | Q4 2019 | 1 |
Partner Investment Management, L.P. | 1 | 1 | 1.15% | 1.15% | 1.15% | Q3 2017 | Q3 2017 | 1 |
Bristol County Savings Bank | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2017 | Q4 2017 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2021 | Q1 2021 | 1 |
Capital Planning LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2022 | Q4 2022 | 1 |
Pennant Investors, LP | 1 | 1 | 16.70% | 16.70% | 16.70% | Q1 2020 | Q1 2020 | 1 |
Saudi Central Bank | 1 | 1 | 50.23% | 50.23% | 50.23% | Q1 2020 | Q1 2020 | 1 |
Gardner Russo & Gardner | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
RK Capital | 1 | 1 | 7.60% | 7.60% | 7.60% | Q1 2020 | Q1 2020 | 1 |
ZWEIG ADVISERS LLC | 1 | 1 | 1.39% | 1.39% | 1.39% | Q4 2015 | Q4 2015 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Opus Trading Fund LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q2 2013 | Q2 2013 | 1 |
Schonfeld Group Holdings LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2015 | Q4 2015 | 1 |
JAMISON EATON & WOOD INC /NJ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
William Allan Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Elequin Capital, LP | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 1 | 1 | 7.01% | 7.01% | 7.01% | Q2 2022 | Q2 2022 | 1 |
GFS Private Wealth, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2017 | Q4 2017 | 1 |
WESTEND PARTNERS LP | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2013 | Q3 2013 | 1 |
CALDWELL & ORKIN INC | 1 | 1 | 11.92% | 11.92% | 11.92% | Q4 2016 | Q4 2016 | 1 |
SOCIETE GENERALE | 1 | 1 | 13.61% | 13.61% | 13.61% | Q2 2016 | Q2 2016 | 1 |
Isomer Partners LP | 1 | 1 | 0.64% | 0.64% | 0.64% | Q1 2019 | Q1 2019 | 1 |
Eschler Asset Management LLP | 1 | 1 | 1.32% | 1.32% | 1.32% | Q3 2023 | Q3 2023 | 1 |
MAR VISTA INVESTMENT PARTNERS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2013 | Q1 2013 | 1 |
Sunnymeath Asset Management, Inc. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2016 | Q4 2016 | 1 |
AJO, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Potomac Capital Management, Inc. | 1 | 1 | 6.44% | 6.44% | 6.44% | Q3 2014 | Q3 2014 | 1 |
Progressive Investment Management Corp | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
G2 CAPITAL MANAGEMENT, LLC / OH | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
PAYDEN & RYGEL INVESTMENT GROUP | 1 | 1 | 1.30% | 1.30% | 1.30% | Q3 2023 | Q3 2023 | 1 |
Venor Capital Management LP | 1 | 1 | 1.78% | 1.78% | 1.78% | Q3 2019 | Q3 2019 | 1 |
Handelsbanken Fonder AB | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
WBI INVESTMENTS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
C.V. Starr & Co., Inc. Trust | 1 | 1 | 4.53% | 4.53% | 4.53% | Q3 2019 | Q3 2019 | 1 |
TORRAY INVESTMENT PARTNERS LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2013 | Q3 2013 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q1 2023 | 1 |
Marcho Partners LLP | 1 | 1 | 56.38% | 56.38% | 56.38% | Q1 2020 | Q1 2020 | 1 |
Zeit Capital LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
Hixon Zuercher, LLC | 1 | 1 | 0.37% | 0.37% | 0.37% | Q4 2022 | Q4 2022 | 1 |
Beaumont Capital Management, LLC | 1 | 1 | 14.38% | 14.38% | 14.38% | Q3 2022 | Q3 2022 | 1 |
Questar Asset Management, Inc. | 1 | 1 | 2.90% | 2.90% | 2.90% | Q4 2018 | Q4 2018 | 1 |
Telemus Investment Management, LLC | 1 | 1 | 2.35% | 2.35% | 2.35% | Q2 2013 | Q2 2013 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
PICTET ASSET MANAGEMENT SA | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Tactical Allocation Group LLC | 1 | 1 | 8.76% | 8.76% | 8.76% | Q2 2013 | Q2 2013 | 1 |
Voss Capital, LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2022 | Q4 2022 | 1 |
FIELDPOINT PRIVATE ADVISORS, INC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2017 | Q1 2017 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 1.18% | 1.18% | 1.18% | Q2 2013 | Q2 2013 | 1 |
CAUSEWAY CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
CPA Asset Management LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2022 | Q4 2022 | 1 |
Hardman Johnston Global Advisors LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2015 | Q4 2015 | 1 |
COOKSON PEIRCE & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 1.45% | 1.45% | 1.45% | Q2 2013 | Q2 2013 | 1 |
RMF GP, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2013 | Q3 2013 | 1 |
PROVIDENT TRUST CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
S. MUOIO & CO. LLC | 1 | 1 | 51.81% | 51.81% | 51.81% | Q4 2021 | Q4 2021 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 5.09% | 5.09% | 5.09% | Q4 2022 | Q4 2022 | 1 |
KLCM Advisors, Inc. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2016 | Q1 2016 | 1 |
GLENHILL ADVISORS LLC | 1 | 1 | 3.77% | 3.77% | 3.77% | Q2 2017 | Q2 2017 | 1 |
AQR Arbitrage LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2020 | Q4 2020 | 1 |
WISCONSIN CAPITAL MANAGEMENT LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2013 | Q2 2013 | 1 |
Ecofin Advisors Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
PERRY CAPITAL | 1 | 1 | 16.62% | 16.62% | 16.62% | Q2 2013 | Q2 2013 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q4 2022 | Q4 2022 | 1 |
CONTINENTAL INVESTORS SERVICES, INC. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2023 | Q2 2023 | 1 |
Chimera Capital Management LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q2 2022 | Q2 2022 | 1 |
SELECT EQUITY GROUP INC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2013 | Q3 2013 | 1 |
SIGMA CAPITAL MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2013 | Q3 2013 | 1 |
FOUNDATION RESOURCE MANAGEMENT INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2016 | Q4 2016 | 1 |
CHARLES STEWART MOTT FOUNDATION | 1 | 1 | 51.88% | 51.88% | 51.88% | Q3 2015 | Q3 2015 | 1 |
SEVEN GRAND MANAGERS, LLC | 1 | 1 | 28.62% | 28.62% | 28.62% | Q3 2023 | Q3 2023 | 1 |
Ironvine Capital Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2018 | Q4 2018 | 1 |
DAVIDSON KEMPNER PARTNERS | 1 | 1 | 8.66% | 8.66% | 8.66% | Q1 2023 | Q1 2023 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
Kaye Capital Management | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
VONTOBEL ASSET MANAGEMENT INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Sage Asset Management, L.P. | 1 | 1 | 3.10% | 3.10% | 3.10% | Q3 2013 | Q3 2013 | 1 |
SEI TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
Seven Harbour Global, LP | 1 | 1 | 29.73% | 29.73% | 29.73% | Q1 2016 | Q1 2016 | 1 |
GRIFFIN ASSET MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
JUPITER ASSET MANAGEMENT LTD | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2020 | Q3 2020 | 1 |
Mountaineer Partners Management, LLC | 1 | 1 | 37.86% | 37.86% | 37.86% | Q2 2019 | Q2 2019 | 1 |
TOEWS CORP /ADV | 1 | 1 | 2.71% | 2.71% | 2.71% | Q4 2010 | Q4 2010 | 1 |
Knott David M Jr | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
HARTWELL J M LIMITED PARTNERSHIP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2016 | Q1 2016 | 1 |
MCDANIEL TERRY & CO | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Eliot Finkel Investment Counsel, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2023 | Q3 2023 | 1 |
ASTURIAS CAPITAL LLC | 1 | 1 | 9.69% | 9.69% | 9.69% | Q2 2019 | Q2 2019 | 1 |
CROSSLINK CAPITAL INC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2021 | Q4 2021 | 1 |
Beverly Hills Private Wealth, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2019 | Q4 2019 | 1 |
Meditor Group Ltd | 1 | 1 | 2.55% | 2.55% | 2.55% | Q3 2013 | Q3 2013 | 1 |
FIDELITY D & D BANCORP INC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
Kavi Asset Management, LP | 1 | 1 | 3.25% | 3.25% | 3.25% | Q3 2017 | Q3 2017 | 1 |
MAVERICK CAPITAL LTD | 1 | 1 | 0.61% | 0.61% | 0.61% | Q3 2016 | Q3 2016 | 1 |
Atwater Malick LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2019 | Q3 2019 | 1 |
Atlas Wealth Partners, LLC | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2023 | Q2 2023 | 1 |
Kercheville Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
Scion Asset Management | 1 | 1 | 51.05% | 51.05% | 51.05% | Q2 2023 | Q2 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
EFG CAPITAL INTERNATIONAL CORP. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
DIAMOND HILL CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
FORMULA GROWTH LTD | 1 | 1 | 0.39% | 0.39% | 0.39% | Q1 2021 | Q1 2021 | 1 |
Otter Creek Advisors, LLC | 1 | 1 | 5.70% | 5.70% | 5.70% | Q3 2021 | Q3 2021 | 1 |
THOMAS WHITE INTERNATIONAL LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
Tilden Park Management I LLC | 1 | 1 | 36.54% | 36.54% | 36.54% | Q3 2016 | Q3 2016 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2023 | Q2 2023 | 1 |
JLB & ASSOCIATES INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2016 | Q4 2016 | 1 |
Radcliffe Capital Management, L.P. | 1 | 1 | 1.55% | 1.55% | 1.55% | Q1 2015 | Q1 2015 | 1 |
SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2013 | Q3 2013 | 1 |
St. Louis Financial Planners Asset Management, LLC | 1 | 1 | 9.31% | 9.31% | 9.31% | Q1 2023 | Q1 2023 | 1 |
LTS One Management LP | 1 | 1 | 2.27% | 2.27% | 2.27% | Q3 2022 | Q3 2022 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q3 2016 | Q3 2016 | 1 |
Requisite Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2014 | Q3 2014 | 1 |
SoftVest Advisors, LLC | 1 | 1 | 2.37% | 2.37% | 2.37% | Q3 2023 | Q3 2023 | 1 |
AR ASSET MANAGEMENT INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2016 | Q1 2016 | 1 |
Kooman & Associates | 1 | 1 | 1.12% | 1.12% | 1.12% | Q4 2022 | Q4 2022 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.74% | 0.74% | 0.74% | Q4 2018 | Q4 2018 | 1 |
Zenyatta Capital Management LP | 1 | 1 | 18.74% | 18.74% | 18.74% | Q1 2022 | Q1 2022 | 1 |
Greenlight Capital | 1 | 1 | 1.46% | 1.46% | 1.46% | Q2 2021 | Q2 2021 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 9.84% | 9.84% | 9.84% | Q4 2021 | Q4 2021 | 1 |
LUTS & GREENLEIGH GROUP, INC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2023 | Q3 2023 | 1 |
RPO LLC | 1 | 1 | 3.05% | 3.05% | 3.05% | Q4 2021 | Q4 2021 | 1 |
PLATINUM GROVE ASSET MANAGEMENT, LP | 1 | 1 | 35.33% | 35.33% | 35.33% | Q3 2013 | Q3 2013 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Menard Financial Group LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2022 | Q3 2022 | 1 |
REFRAME WEALTH, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2022 | Q4 2022 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Rotation Capital Management, LP | 1 | 1 | 26.94% | 26.94% | 26.94% | Q4 2016 | Q4 2016 | 1 |
Simplicity Wealth,LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q3 2023 | Q3 2023 | 1 |
Acorn Advisory Capital L.P. | 1 | 1 | 17.93% | 17.93% | 17.93% | Q4 2018 | Q4 2018 | 1 |
Harspring Capital Management, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
CLEARY GULL INC. | 1 | 1 | 2.11% | 2.11% | 2.11% | Q1 2015 | Q1 2015 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2013 | Q2 2013 | 1 |
BASSETT HARGROVE INVESTMENT COUNSEL, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2021 | Q4 2021 | 1 |
Sciencast Management LP | 1 | 1 | 7.72% | 7.72% | 7.72% | Q3 2016 | Q3 2016 | 1 |
SALZHAUER MICHAEL | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
KLR INVESTMENT ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 13.57% | 13.57% | 13.57% | Q2 2013 | Q2 2013 | 1 |
NEW AMSTERDAM PARTNERS LLC/NY | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2018 | Q4 2018 | 1 |
STRYCKER VIEW CAPITAL LLC | 1 | 1 | 9.92% | 9.92% | 9.92% | Q3 2018 | Q3 2018 | 1 |
Fund 1 Investments, LLC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q4 2022 | Q4 2022 | 1 |
J Arnold Wealth Management Co | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2020 | Q2 2020 | 1 |
Cloverdale Capital Management, LLC | 1 | 1 | 14.25% | 14.25% | 14.25% | Q1 2017 | Q1 2017 | 1 |
WESLEY CAPITAL MANAGEMENT, LLC | 1 | 1 | 4.68% | 4.68% | 4.68% | Q1 2014 | Q1 2014 | 1 |
ALYDAR PARTNERS LLC | 1 | 1 | 7.49% | 7.49% | 7.49% | Q2 2014 | Q2 2014 | 1 |
Sustainable Growth Advisers, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Millburn Ridgefield Corp | 1 | 1 | 5.71% | 5.71% | 5.71% | Q3 2023 | Q3 2023 | 1 |
KerberRose Wealth Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
PacWest Financial Management Inc | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2016 | Q4 2016 | 1 |
Sovereign Investment Advisors, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q2 2023 | Q2 2023 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Sender Co & Partners, Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q2 2022 | Q2 2022 | 1 |
Trivant Custom Portfolio Group, LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q1 2023 | Q1 2023 | 1 |
KENNEDY INVESTMENT GROUP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2023 | Q2 2023 | 1 |
Lebenthal Wealth Advisors, LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q2 2016 | Q2 2016 | 1 |
Burgundy Asset Management Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
James Hambro & Partners | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2020 | Q1 2020 | 1 |
PPM AMERICA INC/IL | 1 | 1 | 47.05% | 47.05% | 47.05% | Q3 2021 | Q3 2021 | 1 |
Opera Trading Capital | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2018 | Q4 2018 | 1 |
Ilmarinen Mutual Pension Insurance Co | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2021 | Q3 2021 | 1 |
AURORA FINANCIAL ADVISORS, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2017 | Q4 2017 | 1 |
CARRONADE CAPITAL MANAGEMENT, LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Q3 Asset Management | 1 | 1 | 0.39% | 0.39% | 0.39% | Q3 2023 | Q3 2023 | 1 |
Nut Tree Capital Management, LP | 1 | 1 | 20.70% | 20.70% | 20.70% | Q3 2019 | Q3 2019 | 1 |
Price Capital Management, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Leverage Partners Absolute Return Fund SPC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q1 2022 | Q1 2022 | 1 |
QUANTITATIVE VALUE TECHNOLOGIES, LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q2 2021 | Q2 2021 | 1 |
Jacobsen Capital Management | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2022 | Q4 2022 | 1 |
Albar Capital Ltd | 1 | 1 | 2.37% | 2.37% | 2.37% | Q4 2018 | Q4 2018 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2023 | Q2 2023 | 1 |
American Family Insurance Mutual Holding Co | 1 | 1 | 1.71% | 1.71% | 1.71% | Q1 2022 | Q1 2022 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 8.88% | 8.88% | 8.88% | Q3 2023 | Q3 2023 | 1 |
Advisory Resource Group | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
MARSICO CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2015 | Q4 2015 | 1 |
Game Plan Financial Advisors, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2019 | Q4 2019 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
Factorial Partners, LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q2 2021 | Q2 2021 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2022 | Q4 2022 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
High Pines Wealth Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
All-Stars Investment Ltd | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2014 | Q4 2014 | 1 |
Mill Capital Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
APEX CAPITAL, LLC | 1 | 1 | 7.16% | 7.16% | 7.16% | Q1 2015 | Q1 2015 | 1 |
Apertura Capital, LLC | 1 | 1 | 12.18% | 12.18% | 12.18% | Q2 2017 | Q2 2017 | 1 |
NORDEN GROUP LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Avoro Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
CR Intrinsic Investors, LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q1 2014 | Q1 2014 | 1 |
Ampfield Management, L.P. | 1 | 1 | 11.60% | 11.60% | 11.60% | Q1 2023 | Q1 2023 | 1 |
ELLIOTT MANAGEMENT CORP | 1 | 1 | 10.81% | 10.81% | 10.81% | Q3 2013 | Q3 2013 | 1 |
WT Asset Management Ltd | 1 | 1 | 10.15% | 10.15% | 10.15% | Q4 2018 | Q4 2018 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
ALPINE ASSOCIATES ADVISORS | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2013 | Q4 2013 | 1 |
Avitas Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2019 | Q1 2019 | 1 |
Cardinal Point Capital Management, ULC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Keel Point Advisors, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q4 2014 | Q4 2014 | 1 |
Lodestone Wealth Management LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2023 | Q3 2023 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 2.40% | 2.40% | 2.40% | Q4 2018 | Q4 2018 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2023 | Q3 2023 | 1 |
Constant Guidance Financial LLC | 1 | 1 | 10.39% | 10.39% | 10.39% | Q3 2023 | Q3 2023 | 1 |
Acrospire Investment Management LLC | 1 | 1 | 5.36% | 5.36% | 5.36% | Q1 2016 | Q1 2016 | 1 |
GSG Advisors LLC | 1 | 1 | 1.71% | 1.71% | 1.71% | Q3 2023 | Q3 2023 | 1 |
QRG CAPITAL MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Financiere des Professionnels - Fonds d,investissement inc. | 1 | 1 | 14.09% | 14.09% | 14.09% | Q3 2023 | Q3 2023 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.52% | 0.52% | 0.52% | Q3 2023 | Q3 2023 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 15.95% | 15.95% | 15.95% | Q4 2014 | Q4 2014 | 1 |
Financial Security Advisor, Inc. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2023 | Q3 2023 | 1 |
Third Point | 1 | 1 | 0.93% | 0.93% | 0.93% | Q4 2014 | Q4 2014 | 1 |
Tenere Capital LLC | 1 | 1 | 11.84% | 11.84% | 11.84% | Q3 2023 | Q3 2023 | 1 |
Annis Gardner Whiting Capital Advisors, LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2023 | Q3 2023 | 1 |
JANA Partners Management, LP | 1 | 1 | 9.36% | 9.36% | 9.36% | Q3 2023 | Q3 2023 | 1 |
ROGCO, LP | 1 | 1 | 0.43% | 0.43% | 0.43% | Q3 2023 | Q3 2023 | 1 |
Lagoda Investment Management, L.P. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2014 | Q4 2014 | 1 |
SYNTAX RESEARCH, INC. | 1 | 1 | 3.49% | 3.49% | 3.49% | Q3 2023 | Q3 2023 | 1 |
JACOBSON & SCHMITT ADVISORS, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2017 | Q1 2017 | 1 |
United Community Bank | 1 | 1 | 0.53% | 0.53% | 0.53% | Q3 2023 | Q3 2023 | 1 |
KICKSTAND VENTURES, LLC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
GUNN & Co INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q3 2023 | Q3 2023 | 1 |
Lakeshore Financial Planning, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Prosperitas Financial LLC | 1 | 1 | 0.80% | 0.80% | 0.80% | Q3 2023 | Q3 2023 | 1 |
H&H Retirement Design & Management INC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2020 | Q1 2020 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 2.33% | 2.33% | 2.33% | Q3 2023 | Q3 2023 | 1 |
Savoie Capital LLC | 1 | 1 | 1.38% | 1.38% | 1.38% | Q3 2023 | Q3 2023 | 1 |
KRYGER CAPITAL Ltd | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2022 | Q2 2022 | 1 |
Troob Capital Management LLC | 1 | 1 | 6.91% | 6.91% | 6.91% | Q2 2013 | Q2 2013 | 1 |
Tatro Capital, LLC | 1 | 1 | 3.32% | 3.32% | 3.32% | Q1 2020 | Q1 2020 | 1 |
Crescent Park Management, L.P. | 1 | 1 | 19.64% | 19.64% | 19.64% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SPDR S&P 500 ETF TR or have owned SPDR S&P 500 ETF TR in the past.