Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.01% | 0.27% | 3.66% | Q1 2012 | Q3 2023 | 138 |
CITIGROUP INC | 42 | 42 | 0.01% | 0.56% | 2.62% | Q2 2013 | Q3 2023 | 126 |
Parallax Volatility Advisers, L.P. | 42 | 42 | 0.00% | 0.39% | 3.27% | Q2 2013 | Q3 2023 | 124 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.20% | 1.36% | Q2 2013 | Q3 2023 | 123 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.11% | 0.62% | Q2 2013 | Q3 2023 | 123 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.14% | 0.68% | Q2 2013 | Q3 2023 | 121 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.22% | 2.11% | Q1 2013 | Q3 2023 | 109 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.15% | 2.76% | Q2 2013 | Q3 2023 | 109 |
UBS Group AG | 36 | 36 | 0.00% | 0.23% | 1.27% | Q4 2014 | Q3 2023 | 108 |
Walleye Trading LLC | 42 | 42 | 0.00% | 0.13% | 1.27% | Q2 2013 | Q3 2023 | 106 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.06% | 0.33% | Q2 2013 | Q3 2023 | 103 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.07% | 0.34% | Q1 2012 | Q3 2023 | 101 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 98 |
NOMURA HOLDINGS INC | 26 | 17 | 0.00% | 0.28% | 2.58% | Q4 2012 | Q3 2023 | 98 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.22% | 0.88% | Q2 2013 | Q3 2023 | 98 |
Jefferies Group LLC | 38 | 38 | 0.00% | 0.31% | 2.67% | Q2 2013 | Q3 2022 | 98 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.24% | 1.86% | Q1 2014 | Q3 2023 | 94 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.27% | 2.34% | Q4 2015 | Q3 2023 | 94 |
Citadel Advisors | 34 | 4 | 0.00% | 0.23% | 1.31% | Q1 2014 | Q3 2023 | 91 |
Creative Planning | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 87 |
DRW Securities, LLC | 32 | 1 | 0.01% | 13.28% | 50.62% | Q3 2013 | Q3 2023 | 87 |
WOLVERINE ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.09% | 0.62% | Q2 2013 | Q3 2023 | 84 |
MILLENNIUM MANAGEMENT LLC | 42 | 42 | 0.00% | 0.05% | 0.22% | Q2 2013 | Q3 2023 | 83 |
PRELUDE CAPITAL MANAGEMENT, LLC | 31 | 3 | 0.00% | 0.99% | 26.82% | Q1 2013 | Q3 2023 | 79 |
HAP Trading, LLC | 35 | 3 | 0.00% | 0.08% | 0.90% | Q2 2013 | Q3 2023 | 76 |
Twin Tree Management, LP | 24 | 3 | 0.00% | 0.75% | 5.43% | Q1 2014 | Q3 2023 | 72 |
CAPSTONE INVESTMENT ADVISORS, LLC | 12 | 1 | 0.00% | 0.78% | 6.53% | Q2 2013 | Q3 2023 | 70 |
Paloma Partners Management Co | 29 | 2 | 0.00% | 1.03% | 8.38% | Q2 2013 | Q1 2023 | 69 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.32% | 1.17% | Q2 2013 | Q3 2023 | 68 |
WS MANAGEMENT LLLP | 42 | 42 | 0.32% | 5.34% | 39.74% | Q2 2013 | Q3 2023 | 68 |
BlackRock Inc. | 42 | 42 | 0.00% | 0.02% | 0.22% | Q2 2013 | Q3 2023 | 64 |
HUNTINGTON NATIONAL BANK | 59 | 59 | 0.02% | 0.27% | 0.85% | Q1 2009 | Q3 2023 | 64 |
WOLVERINE TRADING, LLC | 7 | 1 | 0.00% | 0.42% | 2.26% | Q2 2016 | Q3 2023 | 63 |
Jump Trading, LLC | 14 | 9 | 0.01% | 0.94% | 10.82% | Q2 2013 | Q1 2019 | 60 |
Rehmann Capital Advisory Group | 43 | 15 | 0.14% | 0.92% | 4.15% | Q1 2009 | Q3 2023 | 58 |
Mirae Asset Global Investments Co., Ltd. | 42 | 15 | 0.01% | 0.49% | 3.21% | Q4 2008 | Q3 2023 | 57 |
MARSHALL WACE, LLP | 22 | 1 | 0.00% | 0.27% | 1.81% | Q1 2016 | Q3 2023 | 56 |
CIBC WORLD MARKET INC. | 42 | 42 | 0.00% | 0.08% | 0.31% | Q2 2013 | Q3 2023 | 55 |
Goldstein Munger & Associates | 52 | 52 | 0.39% | 2.96% | 5.20% | Q4 2009 | Q3 2022 | 52 |
BlueCrest Capital Management Ltd | 15 | 1 | 0.02% | 2.34% | 11.41% | Q3 2014 | Q3 2023 | 52 |
SUN VALLEY GOLD LLC | 16 | 1 | 0.53% | 39.19% | 90.03% | Q1 2013 | Q1 2023 | 51 |
TRUIST FINANCIAL CORP | 42 | 42 | 0.00% | 0.13% | 0.49% | Q2 2013 | Q3 2023 | 50 |
ArrowMark Colorado Holdings LLC | 42 | 42 | 0.19% | 0.64% | 6.40% | Q2 2013 | Q3 2023 | 49 |
Raymond James Financial Services Advisors, Inc. | 22 | 19 | 0.00% | 0.26% | 0.82% | Q2 2013 | Q3 2023 | 49 |
PEAK6 Investments LLC | 17 | 2 | 0.00% | 0.10% | 1.07% | Q3 2018 | Q3 2023 | 49 |
MUFG Americas Holdings Corp | 48 | 48 | 0.04% | 0.13% | 0.33% | Q4 2010 | Q3 2022 | 48 |
Narwhal Capital Management | 25 | 16 | 0.22% | 0.84% | 1.70% | Q2 2013 | Q3 2023 | 48 |
SCOTIA CAPITAL INC. | 42 | 42 | 0.02% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 48 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.24% | 1.46% | Q2 2013 | Q3 2023 | 48 |
INTEGRAL DERIVATIVES, LLC | 18 | 18 | 0.00% | 0.07% | 0.38% | Q4 2013 | Q1 2018 | 47 |
SNS Financial Group, LLC | 21 | 20 | 0.00% | 0.35% | 3.59% | Q1 2013 | Q3 2023 | 47 |
Zhang Financial LLC | 47 | 47 | 0.04% | 0.16% | 0.30% | Q1 2012 | Q3 2023 | 47 |
MCF Advisors LLC | 40 | 7 | 0.00% | 0.02% | 0.10% | Q4 2011 | Q3 2023 | 47 |
First Horizon Advisors, Inc. | 47 | 47 | 0.00% | 0.18% | 1.38% | Q1 2012 | Q3 2023 | 47 |
Bank of New York Mellon Corp | 43 | 43 | 0.00% | 0.02% | 0.06% | Q1 2013 | Q3 2023 | 46 |
D.A. DAVIDSON & CO. | 42 | 42 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q3 2023 | 45 |
SIGNATUREFD, LLC | 29 | 1 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2023 | 45 |
Plante Moran Financial Advisors, LLC | 42 | 42 | 0.00% | 3.56% | 46.62% | Q2 2013 | Q3 2023 | 45 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.19% | 1.34% | Q2 2013 | Q1 2017 | 44 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.06% | 0.12% | 0.26% | Q4 2012 | Q3 2023 | 44 |
Capital Analysts, LLC | 44 | 44 | 0.00% | 0.46% | 2.42% | Q4 2012 | Q3 2023 | 44 |
Joel Isaacson & Co., LLC | 44 | 44 | 0.03% | 0.15% | 0.34% | Q4 2012 | Q3 2023 | 44 |
New England Private Wealth Advisors LLC | 44 | 44 | 0.10% | 0.25% | 1.26% | Q4 2012 | Q3 2023 | 44 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 2.21% | 28.11% | Q1 2013 | Q3 2023 | 44 |
WELLINGTON MANAGEMENT GROUP LLP | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 44 |
Ancora Advisors LLC | 42 | 42 | 0.03% | 0.39% | 0.96% | Q2 2013 | Q3 2023 | 43 |
Hilltop Holdings Inc. | 42 | 42 | 0.04% | 1.09% | 3.65% | Q2 2013 | Q3 2023 | 43 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.12% | 0.21% | Q2 2013 | Q3 2023 | 43 |
CARRET ASSET MANAGEMENT, LLC | 43 | 43 | 0.11% | 0.18% | 0.53% | Q1 2013 | Q3 2023 | 43 |
COMMERCE BANK | 43 | 43 | 0.01% | 0.07% | 0.57% | Q1 2013 | Q3 2023 | 43 |
BROWN BROTHERS HARRIMAN & CO | 43 | 43 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2023 | 43 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 42 | 42 | 0.00% | 0.47% | 3.29% | Q2 2013 | Q3 2023 | 43 |
FMR LLC | 42 | 42 | 0.00% | 0.02% | 0.10% | Q2 2013 | Q3 2023 | 43 |
Clear Harbor Asset Management, LLC | 42 | 42 | 0.02% | 0.18% | 0.70% | Q2 2013 | Q3 2023 | 43 |
Kingsview Wealth Management, LLC | 20 | 6 | 0.00% | 0.33% | 1.21% | Q1 2017 | Q3 2023 | 43 |
GUGGENHEIM CAPITAL LLC | 42 | 42 | 0.01% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 43 |
M&R CAPITAL MANAGEMENT INC | 43 | 43 | 0.08% | 0.18% | 0.41% | Q2 2013 | Q4 2023 | 43 |
Cetera Advisors LLC | 42 | 42 | 0.00% | 0.43% | 0.96% | Q2 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.24% | 0.64% | 1.98% | Q1 2013 | Q3 2023 | 43 |
BRYN MAWR TRUST Co | 43 | 43 | 0.07% | 0.11% | 0.18% | Q1 2013 | Q3 2023 | 43 |
BALDWIN BROTHERS LLC/MA | 43 | 43 | 0.69% | 1.29% | 2.76% | Q2 2013 | Q4 2023 | 43 |
LEVIN CAPITAL STRATEGIES, L.P. | 42 | 42 | 0.08% | 0.56% | 1.94% | Q2 2013 | Q3 2023 | 43 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.18% | 0.39% | Q2 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.03% | 0.10% | 0.65% | Q4 2012 | Q2 2023 | 43 |
WEDBUSH SECURITIES INC | 42 | 42 | 0.14% | 0.30% | 0.86% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.02% | 0.10% | 0.26% | Q2 2013 | Q3 2023 | 42 |
PATHSTONE FAMILY OFFICE, LLC | 27 | 14 | 0.00% | 0.06% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Timber Creek Capital Management LLC | 42 | 42 | 0.15% | 0.46% | 4.75% | Q2 2013 | Q3 2023 | 42 |
AVALON CAPITAL MANAGEMENT | 42 | 42 | 1.20% | 4.34% | 8.65% | Q2 2013 | Q3 2023 | 42 |
STERLING INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.91% | 3.54% | 7.78% | Q2 2013 | Q3 2023 | 42 |
STEPHENS INC /AR/ | 42 | 42 | 0.04% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 42 |
Wellington Shields Capital Management, LLC | 42 | 42 | 0.05% | 0.26% | 4.98% | Q2 2013 | Q3 2023 | 42 |
North Star Investment Management Corp. | 42 | 42 | 0.02% | 0.33% | 1.01% | Q2 2013 | Q3 2023 | 42 |
Texas Yale Capital Corp. | 42 | 42 | 0.15% | 0.31% | 1.05% | Q2 2013 | Q3 2023 | 42 |
Baker Ellis Asset Management LLC | 42 | 42 | 0.28% | 0.48% | 0.92% | Q2 2013 | Q3 2023 | 42 |
American Investment Services, Inc. | 42 | 42 | 0.07% | 0.43% | 1.07% | Q2 2013 | Q3 2023 | 42 |
Mariner, LLC | 42 | 42 | 0.03% | 0.16% | 0.58% | Q2 2013 | Q3 2023 | 42 |
HBK Sorce Advisory LLC | 42 | 42 | 0.04% | 0.11% | 0.22% | Q2 2013 | Q3 2023 | 42 |
BOK Financial Private Wealth, Inc. | 42 | 42 | 0.03% | 0.14% | 0.52% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.01% | 0.07% | 0.32% | Q2 2013 | Q3 2023 | 42 |
SYNOVUS FINANCIAL CORP | 42 | 42 | 0.04% | 0.76% | 2.09% | Q2 2013 | Q3 2023 | 42 |
Horrell Capital Management, Inc. | 42 | 42 | 0.03% | 0.11% | 0.18% | Q2 2013 | Q3 2023 | 42 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.15% | 0.70% | Q1 2017 | Q3 2023 | 42 |
THOMPSON SIEGEL & WALMSLEY LLC | 42 | 42 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 42 |
Richard C. Young & CO., LTD. | 42 | 42 | 3.31% | 6.11% | 9.61% | Q2 2013 | Q3 2023 | 42 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 42 | 42 | 2.72% | 7.79% | 20.45% | Q2 2013 | Q3 2023 | 42 |
PARSONS CAPITAL MANAGEMENT INC/RI | 42 | 42 | 0.14% | 0.30% | 0.58% | Q2 2013 | Q3 2023 | 42 |
AMG National Trust Bank | 42 | 42 | 0.31% | 0.95% | 1.82% | Q2 2013 | Q3 2023 | 42 |
Manchester Capital Management LLC | 42 | 42 | 0.04% | 0.37% | 2.03% | Q2 2013 | Q3 2023 | 42 |
Hanson & Doremus Investment Management | 42 | 42 | 0.03% | 0.32% | 0.53% | Q2 2013 | Q3 2023 | 42 |
KING LUTHER CAPITAL MANAGEMENT CORP | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.68% | 1.01% | 1.76% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.10% | 0.33% | 0.76% | Q2 2013 | Q3 2023 | 42 |
SCS Capital Management LLC | 42 | 42 | 0.18% | 2.74% | 32.61% | Q2 2013 | Q3 2023 | 42 |
Jaffetilchin Investment Partners, LLC | 42 | 42 | 0.11% | 1.34% | 2.92% | Q2 2013 | Q3 2023 | 42 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
ROTHSCHILD INVESTMENT LLC /IL | 42 | 42 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.10% | 0.22% | Q2 2013 | Q3 2023 | 42 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
Skylands Capital, LLC | 42 | 42 | 0.02% | 0.45% | 1.79% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.04% | 0.10% | 0.19% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.19% | 0.47% | 0.99% | Q2 2013 | Q3 2023 | 42 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 42 |
THRIVENT FINANCIAL FOR LUTHERANS | 42 | 42 | 0.02% | 0.05% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Apriem Advisors | 42 | 42 | 0.04% | 0.06% | 0.12% | Q2 2013 | Q3 2023 | 42 |
CLIFFORD SWAN INVESTMENT COUNSEL LLC | 42 | 42 | 0.03% | 0.23% | 0.57% | Q2 2013 | Q3 2023 | 42 |
BBR PARTNERS, LLC | 42 | 42 | 0.05% | 0.15% | 0.47% | Q2 2013 | Q3 2023 | 42 |
Spears Abacus Advisors LLC | 42 | 42 | 0.06% | 0.21% | 0.63% | Q2 2013 | Q3 2023 | 42 |
Wallington Asset Management, LLC | 42 | 42 | 1.52% | 2.44% | 4.03% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.04% | 0.24% | 1.18% | Q2 2013 | Q3 2023 | 42 |
Rathbones Group PLC | 42 | 42 | 0.08% | 0.37% | 0.72% | Q2 2013 | Q3 2023 | 42 |
Busey Bank | 42 | 42 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
REGIONS FINANCIAL CORP | 42 | 42 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 42 |
BEESE FULMER INVESTMENT MANAGEMENT, INC. | 42 | 42 | 0.07% | 0.11% | 0.19% | Q2 2013 | Q3 2023 | 42 |
SCHWARTZ INVESTMENT COUNSEL INC | 42 | 42 | 0.15% | 0.22% | 0.57% | Q2 2013 | Q3 2023 | 42 |
ClearBridge Investments | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
GFS Advisors, LLC | 42 | 42 | 0.10% | 1.06% | 3.10% | Q2 2013 | Q3 2023 | 42 |
WEATHERLY ASSET MANAGEMENT L. P. | 42 | 42 | 0.14% | 0.34% | 0.88% | Q2 2013 | Q3 2023 | 42 |
BOSTON FINANCIAL MANGEMENT LLC | 42 | 42 | 0.02% | 0.09% | 0.38% | Q2 2013 | Q3 2023 | 42 |
BESSEMER GROUP INC | 42 | 42 | 0.00% | 0.03% | 0.36% | Q2 2013 | Q3 2023 | 42 |
ADIRONDACK TRUST CO | 42 | 42 | 0.08% | 0.19% | 0.82% | Q2 2013 | Q3 2023 | 42 |
MENLO ADVISORS LLC | 42 | 42 | 2.42% | 4.68% | 7.93% | Q2 2013 | Q3 2023 | 42 |
BLAIR WILLIAM & CO/IL | 42 | 42 | 0.01% | 0.06% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.10% | 0.17% | 0.28% | Q2 2013 | Q3 2023 | 42 |
NORTH STAR ASSET MANAGEMENT INC | 42 | 42 | 0.16% | 0.27% | 0.60% | Q2 2013 | Q3 2023 | 42 |
First Eagle Investment Management, LLC | 42 | 42 | 1.00% | 1.61% | 2.35% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.12% | 1.08% | 4.68% | Q2 2013 | Q3 2023 | 42 |
CABOT WEALTH MANAGEMENT INC | 42 | 42 | 0.54% | 1.16% | 2.94% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.05% | 0.26% | 1.20% | Q2 2013 | Q3 2023 | 42 |
Benin Management CORP | 42 | 42 | 0.13% | 0.50% | 1.29% | Q2 2013 | Q3 2023 | 42 |
1ST SOURCE BANK | 42 | 42 | 0.02% | 0.07% | 0.19% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.03% | 1.71% | 7.26% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 42 |
M&T BANK CORP | 42 | 42 | 0.04% | 0.10% | 0.97% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.12% | 0.26% | 0.49% | Q2 2013 | Q3 2023 | 42 |
FRANKLIN RESOURCES INC | 42 | 42 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Oppenheimer & Close, LLC | 41 | 1 | 3.81% | 9.31% | 15.17% | Q3 2012 | Q3 2023 | 42 |
CULLEN/FROST BANKERS, INC. | 42 | 42 | 0.04% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 42 |
BECK MACK & OLIVER LLC | 42 | 42 | 0.04% | 0.07% | 0.11% | Q2 2013 | Q3 2023 | 42 |
Corsair Capital Management | 42 | 42 | 0.12% | 0.23% | 0.74% | Q2 2013 | Q3 2023 | 42 |
CENTRAL TRUST Co | 42 | 42 | 0.29% | 0.72% | 1.98% | Q2 2013 | Q3 2023 | 42 |
DAVENPORT & Co LLC | 42 | 42 | 0.01% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 42 |
W.G. Shaheen & Associates DBA Whitney & Co | 42 | 42 | 0.05% | 0.17% | 0.59% | Q2 2013 | Q3 2023 | 42 |
Segment Wealth Management, LLC | 42 | 42 | 0.28% | 0.74% | 2.55% | Q2 2013 | Q3 2023 | 42 |
ALESCO ADVISORS LLC | 42 | 42 | 0.01% | 0.08% | 0.21% | Q2 2013 | Q3 2023 | 42 |
ICONIQ Capital, LLC | 41 | 1 | 0.23% | 11.21% | 48.95% | Q1 2013 | Q3 2023 | 42 |
OARSMAN CAPITAL, INC. | 42 | 42 | 0.18% | 1.01% | 4.07% | Q2 2013 | Q3 2023 | 42 |
S&CO INC | 42 | 42 | 0.29% | 0.81% | 2.14% | Q2 2013 | Q3 2023 | 42 |
Private Harbour Investment Management & Counsel, LLC | 42 | 42 | 1.23% | 1.75% | 3.72% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
JNBA Financial Advisors | 42 | 42 | 0.02% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.02% | 0.12% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Verition Fund Management LLC | 9 | 1 | 0.00% | 0.33% | 3.28% | Q4 2013 | Q3 2023 | 42 |
Financial Management Professionals, Inc. | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Colonial Trust Advisors | 42 | 42 | 0.20% | 0.47% | 1.51% | Q2 2013 | Q3 2023 | 42 |
GRAYBILL WEALTH MANAGEMENT, LTD. | 42 | 42 | 0.15% | 0.63% | 3.54% | Q2 2013 | Q3 2023 | 42 |
FIRST FOUNDATION ADVISORS | 42 | 42 | 0.01% | 0.09% | 0.48% | Q2 2013 | Q3 2023 | 42 |
SEGALL BRYANT & HAMILL, LLC | 35 | 7 | 0.35% | 0.50% | 0.94% | Q1 2013 | Q3 2023 | 42 |
RAYMOND JAMES TRUST N.A. | 42 | 42 | 0.03% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Edge Wealth Management LLC | 42 | 42 | 0.01% | 0.10% | 0.50% | Q2 2013 | Q3 2023 | 42 |
Newman Dignan & Sheerar, Inc. | 42 | 42 | 0.03% | 0.64% | 1.15% | Q2 2013 | Q3 2023 | 42 |
PENINSULA ASSET MANAGEMENT INC | 42 | 42 | 0.15% | 0.21% | 0.29% | Q2 2013 | Q3 2023 | 42 |
GOULD ASSET MANAGEMENT LLC /CA/ | 42 | 42 | 0.55% | 1.29% | 5.76% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.00% | 0.02% | 0.12% | Q2 2013 | Q3 2023 | 42 |
Allworth Financial LP | 42 | 42 | 0.02% | 0.15% | 0.53% | Q2 2013 | Q3 2023 | 42 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 42 | 42 | 3.24% | 7.69% | 16.57% | Q2 2013 | Q3 2023 | 42 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 42 | 42 | 0.10% | 0.33% | 0.90% | Q2 2013 | Q3 2023 | 42 |
Gruss & Co., LLC | 42 | 42 | 1.42% | 8.72% | 16.07% | Q2 2013 | Q3 2023 | 42 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 42 | 42 | 0.02% | 0.16% | 0.49% | Q2 2013 | Q3 2023 | 42 |
B. Riley Wealth Advisors, Inc. | 42 | 42 | 0.11% | 0.46% | 1.17% | Q2 2013 | Q3 2023 | 42 |
Neuberger Berman Group LLC | 42 | 42 | 0.00% | 0.04% | 0.25% | Q2 2013 | Q3 2023 | 42 |
STALEY CAPITAL ADVISERS INC | 42 | 42 | 1.16% | 1.83% | 2.40% | Q2 2013 | Q3 2023 | 42 |
Hudock, Inc. | 42 | 42 | 0.08% | 0.28% | 1.10% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Violich Capital Management, Inc. | 42 | 42 | 0.23% | 0.94% | 2.34% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.02% | 0.08% | 0.14% | Q2 2013 | Q3 2023 | 42 |
Madden Advisory Services, Inc. | 42 | 42 | 0.17% | 0.28% | 0.63% | Q2 2013 | Q3 2023 | 42 |
Gradient Investments LLC | 42 | 42 | 0.01% | 0.03% | 0.13% | Q2 2013 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Bragg Financial Advisors, Inc | 42 | 42 | 0.02% | 0.12% | 0.46% | Q2 2013 | Q3 2023 | 42 |
Modera Wealth Management, LLC | 42 | 42 | 0.04% | 0.18% | 0.85% | Q2 2013 | Q3 2023 | 42 |
Nadler Financial Group, Inc. | 42 | 42 | 0.20% | 0.85% | 2.04% | Q2 2013 | Q3 2023 | 42 |
Haverford Trust Co | 42 | 42 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 42 |
Nokomis Capital, L.L.C. | 42 | 42 | 0.25% | 0.48% | 1.11% | Q2 2013 | Q3 2023 | 42 |
LAZARD ASSET MANAGEMENT LLC | 42 | 42 | 0.02% | 0.13% | 0.48% | Q2 2013 | Q3 2023 | 42 |
Johnson Financial Group, Inc. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
MONTAG A & ASSOCIATES INC | 42 | 42 | 0.16% | 0.28% | 1.05% | Q2 2013 | Q3 2023 | 42 |
FineMark National Bank & Trust | 42 | 42 | 0.05% | 0.11% | 0.21% | Q2 2013 | Q3 2023 | 42 |
WMS Partners, LLC | 42 | 42 | 0.09% | 2.35% | 7.02% | Q2 2013 | Q3 2023 | 42 |
Atria Investments, Inc | 42 | 42 | 0.05% | 0.19% | 0.91% | Q2 2013 | Q3 2023 | 42 |
OPPENHEIMER & CO INC | 42 | 42 | 0.14% | 0.36% | 0.51% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
FIRST MANHATTAN CO. LLC. | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
CENTRAL BANK & TRUST CO | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.04% | 0.37% | 1.72% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.01% | 0.02% | 0.08% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VERMONT | 42 | 42 | 0.04% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
STOCK YARDS BANK & TRUST CO | 42 | 42 | 0.06% | 0.17% | 0.52% | Q2 2013 | Q3 2023 | 42 |
Financial Advantage, Inc. | 42 | 42 | 7.22% | 8.97% | 11.24% | Q2 2013 | Q3 2023 | 42 |
PINNACLE ASSOCIATES LTD | 42 | 42 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 42 |
TEACHER RETIREMENT SYSTEM OF TEXAS | 42 | 42 | 0.05% | 0.27% | 0.57% | Q2 2013 | Q3 2023 | 42 |
HYMAN CHARLES D | 42 | 42 | 0.26% | 0.54% | 1.42% | Q2 2013 | Q3 2023 | 42 |
TCTC Holdings, LLC | 42 | 42 | 0.02% | 0.10% | 0.25% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.02% | 0.07% | 0.20% | Q2 2013 | Q3 2023 | 42 |
Global Endowment Management, LP | 42 | 42 | 0.06% | 0.32% | 0.52% | Q2 2013 | Q3 2023 | 42 |
AUGUSTINE ASSET MANAGEMENT INC | 42 | 42 | 0.78% | 3.61% | 7.14% | Q2 2013 | Q3 2023 | 42 |
SFMG, LLC | 42 | 42 | 0.14% | 0.63% | 3.66% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.11% | 0.17% | 0.25% | Q2 2013 | Q3 2023 | 42 |
Fort Point Capital Partners LLC | 40 | 40 | 0.01% | 0.63% | 1.49% | Q4 2013 | Q3 2023 | 41 |
FAIRFIELD, BUSH & CO. | 39 | 2 | 0.03% | 0.26% | 0.72% | Q2 2013 | Q3 2023 | 41 |
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 40 | 40 | 0.00% | 5.83% | 13.53% | Q4 2013 | Q3 2023 | 41 |
Kistler-Tiffany Companies, LLC | 41 | 41 | 0.17% | 0.53% | 1.38% | Q2 2013 | Q2 2023 | 41 |
Highlander Capital Management, LLC | 41 | 41 | 0.03% | 0.06% | 0.09% | Q2 2013 | Q2 2023 | 41 |
Kovack Advisors, Inc. | 31 | 1 | 0.00% | 0.94% | 10.01% | Q3 2012 | Q3 2023 | 41 |
Transamerica Financial Advisors, Inc. | 35 | 6 | 0.09% | 0.22% | 0.54% | Q2 2013 | Q3 2023 | 41 |
PINNACLE FINANCIAL PARTNERS INC | 32 | 9 | 0.03% | 0.20% | 0.84% | Q2 2013 | Q3 2023 | 41 |
Prospera Financial Services Inc | 23 | 18 | 0.07% | 0.27% | 1.45% | Q2 2013 | Q3 2023 | 41 |
Daiwa Securities Group Inc. | 41 | 41 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q3 2023 | 41 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.39% | 0.87% | Q4 2013 | Q3 2023 | 41 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 13 | 0.08% | 0.20% | 0.81% | Q2 2013 | Q3 2023 | 41 |
Financial Architects, Inc | 36 | 4 | 0.01% | 0.45% | 1.14% | Q2 2013 | Q2 2023 | 41 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 41 | 41 | 0.00% | 2.20% | 5.22% | Q3 2013 | Q3 2023 | 41 |
COBALT CAPITAL MANAGEMENT, INC. | 31 | 10 | 3.11% | 11.37% | 27.77% | Q2 2013 | Q3 2023 | 41 |
Moors & Cabot, Inc. | 39 | 39 | 0.00% | 0.38% | 0.80% | Q1 2014 | Q3 2023 | 41 |
Diversified Trust Co | 37 | 1 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q4 2023 | 41 |
Vigilant Capital Management, LLC | 41 | 41 | 0.65% | 1.09% | 2.30% | Q2 2013 | Q2 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.21% | 1.65% | Q3 2013 | Q3 2023 | 41 |
Legacy Private Trust Co. | 41 | 41 | 0.02% | 0.06% | 0.27% | Q3 2013 | Q3 2023 | 41 |
Chevy Chase Trust Holdings, LLC | 41 | 41 | 0.00% | 0.01% | 0.10% | Q3 2013 | Q3 2023 | 41 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.01% | 0.14% | Q3 2013 | Q3 2023 | 41 |
AlphaMark Advisors, LLC | 40 | 1 | 0.00% | 0.04% | 0.20% | Q2 2013 | Q3 2023 | 41 |
VICUS CAPITAL | 41 | 41 | 0.02% | 0.85% | 4.66% | Q2 2013 | Q2 2023 | 41 |
OPTIMUM INVESTMENT ADVISORS | 32 | 7 | 0.00% | 0.44% | 1.07% | Q3 2013 | Q4 2023 | 41 |
Strategic Financial Services, Inc, | 33 | 8 | 0.76% | 1.94% | 3.69% | Q2 2013 | Q3 2023 | 41 |
WASHINGTON TRUST Co | 26 | 15 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 41 |
ROANOKE ASSET MANAGEMENT CORP/ NY | 41 | 41 | 0.12% | 0.27% | 0.46% | Q3 2013 | Q3 2023 | 41 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 27 | 14 | 0.29% | 0.51% | 1.86% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.05% | 0.08% | 0.14% | Q4 2013 | Q4 2023 | 41 |
DUNCKER STREETT & CO INC | 25 | 16 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 41 |
BRADLEY FOSTER & SARGENT INC/CT | 28 | 13 | 0.40% | 0.93% | 1.58% | Q2 2013 | Q3 2023 | 41 |
CAPTRUST FINANCIAL ADVISORS | 29 | 12 | 0.03% | 0.23% | 0.54% | Q2 2013 | Q3 2023 | 41 |
Focused Wealth Management, Inc | 41 | 41 | 0.01% | 0.07% | 0.19% | Q3 2013 | Q3 2023 | 41 |
HOWE & RUSLING INC | 38 | 3 | 0.00% | 0.06% | 0.42% | Q2 2013 | Q3 2023 | 41 |
LS Investment Advisors, LLC | 31 | 10 | 0.01% | 0.21% | 1.27% | Q2 2013 | Q3 2023 | 41 |
Sumitomo Mitsui Trust Holdings, Inc. | 41 | 41 | 0.01% | 0.13% | 0.39% | Q3 2013 | Q3 2023 | 41 |
BAILARD, INC. | 31 | 10 | 0.02% | 1.48% | 7.48% | Q2 2013 | Q3 2023 | 41 |
Tradewinds Capital Management, LLC | 40 | 40 | 0.02% | 0.11% | 0.20% | Q4 2013 | Q3 2023 | 40 |
BANQUE PICTET & CIE SA | 40 | 40 | 0.06% | 0.44% | 2.72% | Q4 2013 | Q3 2023 | 40 |
SCHNIEDERS CAPITAL MANAGEMENT LLC | 40 | 40 | 0.14% | 0.27% | 0.60% | Q4 2013 | Q3 2023 | 40 |
1832 Asset Management L.P. | 23 | 10 | 0.00% | 0.04% | 0.15% | Q1 2014 | Q3 2023 | 40 |
KANAWHA CAPITAL MANAGEMENT LLC | 31 | 2 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2023 | 40 |
Hartford Financial Management Inc. | 25 | 5 | 0.10% | 0.17% | 0.32% | Q2 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.00% | 0.02% | 0.52% | Q4 2013 | Q4 2023 | 40 |
HANCOCK WHITNEY CORP | 21 | 19 | 0.01% | 0.22% | 1.39% | Q2 2013 | Q3 2023 | 40 |
SG Americas Securities, LLC | 19 | 3 | 0.00% | 0.69% | 3.60% | Q2 2013 | Q3 2023 | 40 |
Oakworth Capital, Inc. | 40 | 40 | 0.76% | 1.11% | 1.85% | Q4 2013 | Q3 2023 | 40 |
M. Kraus & Co | 40 | 40 | 0.19% | 0.51% | 1.17% | Q4 2013 | Q3 2023 | 40 |
Blume Capital Management, Inc. | 40 | 40 | 0.02% | 0.07% | 0.16% | Q4 2013 | Q3 2023 | 40 |
FAS Wealth Partners, Inc. | 40 | 40 | 0.08% | 0.30% | 0.94% | Q4 2013 | Q3 2023 | 40 |
Capital Advisors, Ltd. LLC | 40 | 40 | 0.08% | 0.13% | 0.22% | Q4 2013 | Q3 2023 | 40 |
Blue Fin Capital, Inc. | 40 | 40 | 1.42% | 2.20% | 3.48% | Q4 2013 | Q3 2023 | 40 |
E&G Advisors, LP | 40 | 40 | 0.13% | 0.59% | 1.22% | Q4 2013 | Q3 2023 | 40 |
COMERICA BANK | 39 | 1 | 0.02% | 0.08% | 0.30% | Q2 2013 | Q3 2023 | 40 |
COURAGE CAPITAL MANAGEMENT LLC | 36 | 36 | 0.23% | 3.41% | 29.99% | Q2 2013 | Q1 2022 | 40 |
TIEMANN INVESTMENT ADVISORS, LLC | 40 | 40 | 0.35% | 0.68% | 1.19% | Q4 2013 | Q3 2023 | 40 |
Pictet North America Advisors SA | 40 | 40 | 0.74% | 2.97% | 6.13% | Q4 2013 | Q3 2023 | 40 |
NOMURA ASSET MANAGEMENT CO LTD | 21 | 9 | 0.00% | 0.14% | 0.42% | Q2 2013 | Q3 2023 | 40 |
BOKF, NA | 24 | 7 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 40 |
IPG Investment Advisors LLC | 40 | 40 | 0.38% | 1.47% | 4.50% | Q4 2013 | Q3 2023 | 40 |
Tarbox Family Office, Inc. | 40 | 40 | 0.07% | 0.13% | 0.24% | Q4 2013 | Q3 2023 | 40 |
HAMEL ASSOCIATES, INC. | 40 | 40 | 0.10% | 0.86% | 2.41% | Q4 2013 | Q3 2023 | 40 |
LINCOLN NATIONAL CORP | 40 | 40 | 0.03% | 0.17% | 0.31% | Q4 2013 | Q3 2023 | 40 |
SMITH, MOORE & CO. | 40 | 40 | 0.34% | 0.77% | 1.74% | Q4 2013 | Q3 2023 | 40 |
LBMC INVESTMENT ADVISORS, LLC | 22 | 18 | 0.04% | 0.15% | 0.34% | Q2 2013 | Q3 2023 | 40 |
Bellecapital International Ltd. | 40 | 40 | 1.12% | 1.92% | 2.77% | Q4 2013 | Q3 2023 | 40 |
CITY HOLDING CO | 40 | 40 | 0.04% | 0.07% | 0.17% | Q4 2013 | Q3 2023 | 40 |
GOFEN & GLOSSBERG LLC /IL/ | 39 | 39 | 0.02% | 0.04% | 0.12% | Q2 2013 | Q4 2022 | 39 |
NEW ENGLAND ASSET MANAGEMENT INC | 39 | 39 | 0.02% | 0.08% | 0.43% | Q2 2013 | Q4 2022 | 39 |
COUNTRY TRUST BANK | 39 | 39 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q4 2023 | 39 |
West Oak Capital, LLC | 21 | 18 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 39 |
NWAM LLC | 12 | 2 | 0.03% | 0.21% | 0.57% | Q2 2012 | Q3 2023 | 39 |
Avior Wealth Management, LLC | 39 | 39 | 0.02% | 0.05% | 0.13% | Q1 2014 | Q3 2023 | 39 |
Regal Investment Advisors LLC | 27 | 1 | 0.14% | 0.33% | 0.79% | Q2 2013 | Q3 2023 | 39 |
Bach Option Ltd | 17 | 17 | 0.21% | 2.19% | 12.52% | Q4 2015 | Q4 2019 | 39 |
Lesa Sroufe & Co | 21 | 3 | 0.14% | 0.23% | 0.42% | Q2 2013 | Q3 2023 | 39 |
First City Capital Management, Inc. | 16 | 3 | 0.10% | 0.23% | 0.36% | Q2 2013 | Q3 2023 | 39 |
Advisory Services Network, LLC | 27 | 12 | 0.00% | 0.31% | 0.79% | Q4 2013 | Q3 2023 | 39 |
Sterneck Capital Management, LLC | 25 | 14 | 0.14% | 0.42% | 1.23% | Q2 2013 | Q3 2023 | 39 |
TCI Wealth Advisors, Inc. | 30 | 8 | 0.00% | 0.05% | 0.17% | Q1 2014 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.06% | 0.18% | 0.32% | Q1 2014 | Q3 2023 | 39 |
CHOREO, LLC | 39 | 39 | 0.02% | 0.08% | 0.24% | Q1 2014 | Q3 2023 | 39 |
Brookstone Capital Management | 31 | 8 | 0.02% | 0.68% | 1.94% | Q4 2013 | Q3 2023 | 39 |
BANK OF THE WEST | 39 | 39 | 0.06% | 0.98% | 3.15% | Q2 2013 | Q4 2022 | 39 |
OLD NATIONAL BANCORP /IN/ | 38 | 1 | 0.03% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 39 |
AMERICAN ASSET MANAGEMENT INC. | 32 | 1 | 1.66% | 20.62% | 47.84% | Q2 2013 | Q2 2023 | 39 |
Compagnie Lombard Odier SCmA | 27 | 12 | 0.01% | 0.04% | 0.22% | Q4 2013 | Q3 2023 | 39 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 36 | 1 | 0.08% | 0.16% | 0.46% | Q2 2013 | Q3 2023 | 39 |
Virtu Financial LLC | 11 | 1 | 0.01% | 2.38% | 15.05% | Q2 2013 | Q2 2023 | 39 |
DELTA ASSET MANAGEMENT LLC/TN | 35 | 4 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 39 |
Janney Montgomery Scott LLC | 28 | 11 | 0.03% | 0.11% | 0.26% | Q3 2013 | Q2 2023 | 39 |
CUTLER INVESTMENT COUNSEL LLC | 36 | 3 | 0.05% | 0.10% | 0.14% | Q2 2013 | Q3 2023 | 39 |
SHIKIAR ASSET MANAGEMENT INC | 21 | 3 | 0.10% | 0.69% | 2.49% | Q2 2013 | Q3 2023 | 38 |
CI INVESTMENTS INC. | 37 | 1 | 0.00% | 2.30% | 13.54% | Q3 2013 | Q3 2023 | 38 |
CAXTON ASSOCIATES LP | 7 | 3 | 0.01% | 4.13% | 44.43% | Q4 2014 | Q4 2022 | 38 |
TD ASSET MANAGEMENT INC | 31 | 7 | 0.01% | 0.14% | 0.95% | Q2 2013 | Q3 2023 | 38 |
ACCOUNT MANAGEMENT LLC | 30 | 8 | 0.62% | 1.93% | 5.04% | Q2 2013 | Q3 2023 | 38 |
CIBC Private Wealth Group, LLC | 31 | 7 | 0.01% | 0.03% | 0.06% | Q1 2014 | Q3 2023 | 38 |
COLONY GROUP LLC | 22 | 2 | 0.00% | 0.65% | 4.29% | Q2 2013 | Q3 2023 | 38 |
Glovista Investments LLC | 38 | 38 | 0.06% | 0.63% | 2.05% | Q2 2013 | Q3 2022 | 38 |
BOOTHBAY FUND MANAGEMENT, LLC | 28 | 4 | 0.01% | 0.14% | 1.38% | Q3 2015 | Q3 2023 | 38 |
United Asset Strategies, Inc. | 24 | 2 | 0.49% | 1.78% | 3.68% | Q2 2013 | Q3 2023 | 38 |
Financial Advisory Group | 21 | 17 | 0.06% | 0.12% | 0.27% | Q2 2013 | Q1 2023 | 38 |
INVERNESS COUNSEL LLC /NY/ | 38 | 38 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q3 2022 | 38 |
Regis Management CO LLC | 31 | 7 | 0.03% | 1.28% | 9.43% | Q1 2013 | Q4 2022 | 38 |
Belvedere Trading LLC | 20 | 4 | 0.00% | 4.41% | 46.74% | Q3 2015 | Q3 2023 | 38 |
Kingfisher Capital LLC | 38 | 38 | 0.12% | 0.25% | 0.48% | Q2 2014 | Q3 2023 | 38 |
EP Wealth Advisors, LLC | 26 | 1 | 0.00% | 0.12% | 0.51% | Q3 2013 | Q3 2023 | 38 |
Sequoia Financial Advisors, LLC | 38 | 38 | 0.10% | 0.73% | 3.33% | Q2 2014 | Q3 2023 | 38 |
Stratos Wealth Partners, LTD. | 38 | 38 | 0.09% | 0.25% | 1.05% | Q2 2014 | Q3 2023 | 38 |
CSS LLC/IL | 25 | 7 | 0.03% | 0.09% | 0.31% | Q4 2013 | Q3 2023 | 38 |
CASTLEARK MANAGEMENT LLC | 36 | 1 | 0.08% | 0.49% | 2.99% | Q3 2013 | Q3 2023 | 38 |
Addison Capital Co | 38 | 38 | 0.41% | 0.58% | 0.91% | Q2 2014 | Q3 2023 | 38 |
NATIXIS | 17 | 3 | 0.00% | 0.22% | 1.48% | Q2 2013 | Q3 2023 | 38 |
LVM CAPITAL MANAGEMENT LTD/MI | 21 | 17 | 0.04% | 0.15% | 0.53% | Q2 2013 | Q3 2023 | 38 |
ACG Wealth | 36 | 1 | 0.04% | 0.17% | 1.21% | Q2 2013 | Q3 2022 | 37 |
CIBC Asset Management Inc | 19 | 4 | 0.01% | 0.12% | 0.62% | Q3 2014 | Q3 2023 | 37 |
Garde Capital, Inc. | 31 | 6 | 0.03% | 0.09% | 0.14% | Q2 2014 | Q3 2023 | 37 |
Paulson & Co. | 34 | 1 | 0.07% | 7.16% | 13.32% | Q2 2013 | Q1 2022 | 37 |
BURNS J W & CO INC/NY | 23 | 14 | 0.05% | 0.11% | 0.34% | Q2 2013 | Q3 2023 | 37 |
PEAPACK GLADSTONE FINANCIAL CORP | 31 | 1 | 0.01% | 0.07% | 0.28% | Q2 2013 | Q3 2023 | 37 |
Northeast Financial Consultants Inc | 37 | 37 | 0.03% | 0.15% | 0.26% | Q3 2014 | Q3 2023 | 37 |
Cranbrook Wealth Management, LLC | 36 | 1 | 0.22% | 1.25% | 1.65% | Q4 2013 | Q3 2023 | 37 |
GM Advisory Group, LLC | 30 | 1 | 0.06% | 2.22% | 8.35% | Q4 2013 | Q3 2023 | 37 |
BANK OF NOVA SCOTIA | 11 | 1 | 0.00% | 0.17% | 0.90% | Q1 2013 | Q4 2022 | 37 |
EATON VANCE MANAGEMENT | 32 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 37 |
D'Orazio & Associates, Inc. | 29 | 4 | 0.26% | 6.10% | 15.22% | Q4 2013 | Q3 2023 | 37 |
JFS WEALTH ADVISORS, LLC | 26 | 11 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q3 2023 | 37 |
CHATHAM CAPITAL GROUP, INC. | 37 | 37 | 0.06% | 0.08% | 0.10% | Q3 2014 | Q3 2023 | 37 |
MOODY LYNN & LIEBERSON, LLC | 14 | 9 | 0.04% | 1.96% | 4.70% | Q2 2013 | Q3 2023 | 37 |
TIEDEMANN ADVISORS, LLC | 29 | 2 | 0.12% | 0.89% | 5.62% | Q2 2013 | Q3 2023 | 37 |
HUSSMAN STRATEGIC ADVISORS, INC. | 37 | 37 | 0.02% | 0.30% | 1.25% | Q2 2013 | Q2 2022 | 37 |
TWO SIGMA SECURITIES, LLC | 9 | 1 | 0.01% | 0.16% | 0.73% | Q4 2014 | Q3 2023 | 37 |
Callahan Advisors, LLC | 25 | 2 | 0.02% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 37 |
PEAK6 Group LLC | 15 | 15 | 0.00% | 0.06% | 0.25% | Q2 2013 | Q4 2016 | 37 |
Brown Advisory Securities, LLC | 37 | 37 | 0.05% | 0.13% | 0.26% | Q2 2013 | Q2 2022 | 37 |
Ledyard National Bank | 23 | 14 | 0.00% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 37 |
First Financial Bank - Trust Division | 30 | 7 | 0.04% | 0.12% | 1.34% | Q4 2013 | Q4 2023 | 37 |
Ionic Capital Management LLC | 12 | 1 | 0.00% | 0.89% | 5.45% | Q2 2013 | Q2 2023 | 37 |
HERITAGE INVESTORS MANAGEMENT CORP | 23 | 13 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 36 |
People's United Financial, Inc. | 36 | 36 | 0.00% | 0.32% | 0.82% | Q2 2013 | Q1 2022 | 36 |
Sigma Planning Corp | 36 | 36 | 0.18% | 0.57% | 1.48% | Q4 2014 | Q3 2023 | 36 |
PALLADIUM PARTNERS LLC | 36 | 36 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q1 2022 | 36 |
NOTTINGHAM ADVISORS, INC. | 32 | 4 | 0.04% | 0.06% | 0.09% | Q2 2013 | Q3 2023 | 36 |
Community Bank, N.A. | 36 | 36 | 0.00% | 0.12% | 0.29% | Q4 2014 | Q3 2023 | 36 |
Cambridge Advisors Inc. | 36 | 36 | 0.12% | 0.25% | 0.39% | Q4 2014 | Q3 2023 | 36 |
Bray Capital Advisors | 36 | 36 | 0.36% | 0.73% | 1.85% | Q4 2014 | Q3 2023 | 36 |
Northside Capital Management, LLC | 36 | 36 | 0.09% | 0.56% | 1.32% | Q4 2014 | Q3 2023 | 36 |
MURPHY CAPITAL MANAGEMENT INC | 26 | 10 | 0.04% | 0.28% | 0.98% | Q2 2013 | Q2 2022 | 36 |
AllSquare Wealth Management LLC | 36 | 36 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
XR Securities LLC | 22 | 22 | 0.00% | 0.09% | 0.85% | Q2 2018 | Q3 2023 | 36 |
Patten Group, Inc. | 36 | 36 | 0.13% | 0.26% | 0.42% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.01% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 36 |
Bison Wealth, LLC | 36 | 36 | 0.08% | 0.53% | 1.67% | Q4 2014 | Q3 2023 | 36 |
OLD SECOND NATIONAL BANK OF AURORA | 36 | 36 | 0.03% | 0.06% | 0.12% | Q4 2014 | Q3 2023 | 36 |
KINGS POINT CAPITAL MANAGEMENT | 36 | 36 | 0.01% | 0.17% | 2.54% | Q2 2013 | Q1 2022 | 36 |
ARISTEIA CAPITAL, L.L.C. | 29 | 29 | 0.01% | 1.84% | 7.50% | Q1 2015 | Q1 2022 | 36 |
McCutchen Group LLC | 35 | 1 | 0.17% | 0.63% | 1.57% | Q2 2013 | Q3 2022 | 36 |
Cordasco Financial Network | 35 | 35 | 0.11% | 0.18% | 0.28% | Q4 2013 | Q2 2022 | 35 |
EFG Asset Management (Americas) Corp. | 20 | 15 | 0.14% | 1.22% | 5.73% | Q4 2013 | Q3 2022 | 35 |
WADE G W & INC | 35 | 35 | 0.21% | 0.46% | 1.50% | Q1 2015 | Q3 2023 | 35 |
CAMBRIDGE TRUST CO | 30 | 1 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 35 |
Altavista Wealth Management, Inc. | 35 | 35 | 0.87% | 1.31% | 1.70% | Q2 2013 | Q4 2021 | 35 |
Bienville Capital Management, LLC | 13 | 1 | 0.00% | 6.20% | 38.94% | Q4 2014 | Q1 2023 | 35 |
Valmark Advisers, Inc. | 24 | 5 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 35 |
CWM, LLC | 24 | 3 | 0.01% | 0.13% | 0.83% | Q3 2013 | Q3 2023 | 35 |
PARK NATIONAL CORP /OH/ | 20 | 5 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q4 2023 | 35 |
Montecito Bank & Trust | 34 | 1 | 0.12% | 0.46% | 3.43% | Q3 2014 | Q4 2023 | 35 |
Deer Park Road Corp | 20 | 20 | 0.27% | 4.02% | 23.36% | Q1 2018 | Q4 2022 | 35 |
Bank Pictet & Cie (Europe) AG | 35 | 35 | 0.06% | 0.32% | 1.16% | Q1 2015 | Q3 2023 | 35 |
Marathon Trading Investment Management LLC | 12 | 1 | 0.02% | 0.83% | 5.33% | Q4 2012 | Q3 2023 | 35 |
BARD ASSOCIATES INC | 23 | 3 | 0.09% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 35 |
Chesley Taft & Associates LLC | 32 | 3 | 0.06% | 0.84% | 1.90% | Q2 2013 | Q3 2023 | 35 |
Roble, Belko & Company, Inc | 35 | 35 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 35 |
SignalPoint Asset Management, LLC | 21 | 1 | 0.06% | 0.18% | 0.30% | Q4 2013 | Q3 2023 | 35 |
Cypress Capital Management LLC (WY) | 28 | 7 | 0.02% | 1.17% | 5.37% | Q4 2014 | Q3 2023 | 35 |
ASPIRIANT, LLC | 20 | 2 | 0.03% | 0.06% | 0.63% | Q3 2014 | Q3 2023 | 35 |
Country Club Trust Company, n.a. | 35 | 35 | 0.05% | 0.17% | 0.76% | Q2 2013 | Q4 2021 | 35 |
Swan Global Investments, LLC | 35 | 35 | 0.04% | 0.18% | 0.36% | Q1 2015 | Q3 2023 | 35 |
Ironwood Financial, llc | 31 | 4 | 0.03% | 0.06% | 0.13% | Q4 2014 | Q3 2023 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.04% | 0.09% | Q2 2013 | Q4 2021 | 35 |
FIRST MIDWEST BANK TRUST DIVISION | 35 | 35 | 0.07% | 0.37% | 1.58% | Q2 2013 | Q4 2021 | 35 |
BRAVE ASSET MANAGEMENT INC | 25 | 3 | 0.00% | 1.76% | 10.71% | Q4 2013 | Q3 2023 | 35 |
PRIO WEALTH LIMITED PARTNERSHIP | 25 | 10 | 0.01% | 0.05% | 0.57% | Q2 2013 | Q3 2023 | 35 |
Barry Investment Advisors, LLC | 33 | 2 | 0.08% | 1.34% | 3.79% | Q4 2014 | Q3 2023 | 35 |
Essex Financial Services, Inc. | 17 | 1 | 0.07% | 0.51% | 1.42% | Q2 2013 | Q3 2023 | 35 |
M Holdings Securities, Inc. | 22 | 6 | 0.11% | 0.42% | 1.44% | Q4 2013 | Q2 2023 | 34 |
Advisors Preferred, LLC | 27 | 7 | 0.13% | 0.29% | 0.62% | Q1 2015 | Q3 2023 | 34 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 34 | 34 | 0.18% | 0.91% | 2.34% | Q2 2015 | Q3 2023 | 34 |
ATWOOD & PALMER INC | 34 | 34 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q3 2022 | 34 |
MCRAE CAPITAL MANAGEMENT INC | 21 | 13 | 0.35% | 0.52% | 0.88% | Q2 2013 | Q3 2023 | 34 |
Riggs Asset Managment Co. Inc. | 14 | 3 | 0.00% | 3.90% | 15.53% | Q3 2014 | Q3 2023 | 34 |
GRIMES & COMPANY, INC. | 34 | 34 | 0.03% | 0.08% | 0.22% | Q2 2015 | Q3 2023 | 34 |
Pekin Hardy Strauss, Inc. | 30 | 2 | 0.00% | 0.50% | 1.21% | Q1 2013 | Q3 2021 | 34 |
BRIGHTON JONES LLC | 26 | 6 | 0.00% | 0.08% | 0.13% | Q3 2015 | Q3 2023 | 34 |
Atlas Brown,Inc. | 34 | 34 | 0.15% | 0.28% | 0.69% | Q2 2015 | Q3 2023 | 34 |
SENTINEL TRUST CO LBA | 24 | 1 | 0.03% | 0.12% | 0.38% | Q2 2013 | Q3 2023 | 34 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.00% | 0.22% | 0.86% | Q2 2013 | Q3 2020 | 34 |
Mathes Company, Inc. | 21 | 2 | 0.08% | 0.19% | 0.54% | Q4 2013 | Q3 2023 | 34 |
Allen Investment Management, LLC | 17 | 6 | 0.02% | 0.09% | 0.28% | Q2 2013 | Q3 2023 | 34 |
Summit Financial Wealth Advisors, LLC | 30 | 4 | 0.06% | 0.12% | 0.17% | Q4 2014 | Q3 2023 | 34 |
Oxbow Advisors, LLC | 34 | 34 | 0.05% | 0.23% | 0.57% | Q2 2015 | Q3 2023 | 34 |
Concorde Asset Management, LLC | 30 | 1 | 0.20% | 0.58% | 1.51% | Q4 2014 | Q3 2023 | 34 |
MACKAY SHIELDS LLC | 34 | 34 | 0.15% | 0.46% | 1.08% | Q2 2015 | Q3 2023 | 34 |
HARVARD MANAGEMENT CO INC | 34 | 34 | 0.09% | 1.27% | 8.65% | Q2 2013 | Q3 2021 | 34 |
QCI ASSET MANAGEMENT INC/NY | 34 | 34 | 0.00% | 0.34% | 2.44% | Q2 2013 | Q3 2021 | 34 |
Brinker Capital Investments, LLC | 27 | 7 | 0.00% | 0.00% | 0.04% | Q2 2013 | Q1 2022 | 34 |
ENTERPRISE FINANCIAL SERVICES CORP | 34 | 34 | 0.01% | 0.05% | 0.10% | Q2 2013 | Q3 2021 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.03% | 0.13% | 0.29% | Q2 2015 | Q3 2023 | 34 |
DIKER MANAGEMENT LLC | 21 | 13 | 0.10% | 0.28% | 0.58% | Q2 2013 | Q2 2023 | 34 |
BINGHAM OSBORN & SCARBOROUGH LLC | 34 | 34 | 0.48% | 0.82% | 1.73% | Q2 2013 | Q3 2021 | 34 |
Simplicity Solutions, LLC | 22 | 1 | 0.05% | 0.57% | 1.61% | Q4 2014 | Q3 2023 | 33 |
1834 INVESTMENT ADVISORS CO | 33 | 33 | 0.08% | 0.76% | 1.70% | Q3 2015 | Q3 2023 | 33 |
CAPITAL CITY TRUST CO/FL | 24 | 9 | 0.08% | 0.12% | 0.20% | Q2 2013 | Q3 2023 | 33 |
WEBSTER BANK, N. A. | 28 | 5 | 0.00% | 0.04% | 0.23% | Q2 2013 | Q3 2023 | 33 |
Cowen Prime Services LLC | 33 | 33 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2021 | 33 |
Fisher Asset Management, LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 33 |
Perigon Wealth Management, LLC | 21 | 1 | 0.00% | 0.37% | 1.33% | Q3 2011 | Q3 2023 | 33 |
Lido Advisors, LLC | 31 | 31 | 0.01% | 0.09% | 0.33% | Q1 2016 | Q3 2023 | 33 |
Aveo Capital Partners, LLC | 14 | 1 | 0.00% | 0.57% | 1.58% | Q4 2016 | Q3 2023 | 33 |
Greenwich Wealth Management LLC | 14 | 1 | 0.02% | 0.06% | 0.25% | Q4 2013 | Q3 2023 | 33 |
Advisory Alpha, LLC | 17 | 2 | 0.00% | 0.33% | 3.06% | Q4 2013 | Q3 2023 | 33 |
Manatuck Hill Partners, LLC | 17 | 1 | 0.27% | 2.64% | 10.20% | Q3 2014 | Q3 2023 | 33 |
Avenir Corp | 33 | 33 | 0.02% | 0.04% | 0.06% | Q3 2015 | Q3 2023 | 33 |
Beaumont Financial Partners, LLC | 15 | 6 | 0.02% | 0.10% | 0.25% | Q2 2013 | Q3 2022 | 33 |
Ausdal Financial Partners, Inc. | 32 | 32 | 0.00% | 0.55% | 1.52% | Q4 2015 | Q3 2023 | 33 |
SIGMA INVESTMENT COUNSELORS INC | 18 | 5 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q3 2023 | 33 |
FIRST MERCANTILE TRUST CO | 26 | 7 | 0.14% | 0.40% | 0.95% | Q2 2013 | Q3 2021 | 33 |
Versant Capital Management, Inc | 33 | 33 | 1.28% | 3.31% | 5.96% | Q4 2015 | Q4 2023 | 33 |
PRICE T ROWE ASSOCIATES INC /MD/ | 33 | 33 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2021 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.01% | 0.02% | 0.03% | Q2 2015 | Q2 2023 | 33 |
Invesco Ltd. | 31 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2022 | 33 |
MML INVESTORS SERVICES, LLC | 27 | 6 | 0.24% | 0.59% | 3.08% | Q2 2015 | Q3 2023 | 33 |
Brick & Kyle, Associates | 16 | 1 | 0.00% | 1.01% | 3.02% | Q4 2014 | Q3 2023 | 32 |
BSW Wealth Partners | 31 | 1 | 0.12% | 0.50% | 4.94% | Q2 2013 | Q3 2023 | 32 |
ArchPoint Investors | 32 | 32 | 0.02% | 1.24% | 2.66% | Q2 2013 | Q1 2021 | 32 |
L. Roy Papp & Associates, LLP | 18 | 3 | 0.04% | 0.06% | 0.10% | Q2 2013 | Q3 2023 | 32 |
Alphadyne Asset Management LP | 9 | 1 | 0.30% | 8.22% | 35.81% | Q3 2014 | Q3 2023 | 32 |
LGL PARTNERS, LLC | 32 | 32 | 0.08% | 0.87% | 7.03% | Q4 2015 | Q3 2023 | 32 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 32 | 32 | 0.14% | 0.52% | 1.38% | Q4 2015 | Q3 2023 | 32 |
Cetera Investment Advisers | 32 | 32 | 0.16% | 0.26% | 0.86% | Q4 2015 | Q3 2023 | 32 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 31 | 31 | 0.00% | 0.12% | 0.23% | Q1 2016 | Q3 2023 | 32 |
DIXON HUBARD FEINOUR & BROWN INC/VA | 20 | 3 | 0.06% | 0.10% | 0.23% | Q2 2013 | Q2 2022 | 32 |
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA | 28 | 4 | 0.37% | 0.62% | 0.96% | Q4 2014 | Q3 2023 | 32 |
Rothschild Capital Partners, LLC | 26 | 2 | 0.03% | 3.86% | 8.87% | Q1 2014 | Q3 2023 | 32 |
PRUDENTIAL PLC | 21 | 11 | 0.00% | 0.40% | 1.23% | Q3 2015 | Q3 2023 | 32 |
Covenant Multifamily Offices, LLC | 32 | 32 | 0.03% | 0.23% | 0.99% | Q4 2013 | Q3 2021 | 32 |
LUCAS CAPITAL MANAGEMENT | 32 | 32 | 1.04% | 1.82% | 2.85% | Q1 2013 | Q4 2020 | 32 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 31 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q3 2023 | 32 |
Argent Trust Co | 31 | 1 | 0.04% | 0.07% | 0.11% | Q2 2015 | Q3 2023 | 32 |
BBVA USA Bancshares, Inc. | 32 | 32 | 0.13% | 0.19% | 0.32% | Q2 2013 | Q1 2021 | 32 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 28 | 28 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 32 |
Well Done, LLC | 32 | 32 | 0.06% | 0.15% | 0.39% | Q4 2015 | Q3 2023 | 32 |
Keel Point, LLC | 32 | 32 | 0.15% | 1.77% | 3.46% | Q4 2015 | Q3 2023 | 32 |
Orgel Wealth Management, LLC | 32 | 32 | 0.02% | 0.19% | 0.47% | Q4 2015 | Q3 2023 | 32 |
Anchor Investment Management, LLC | 32 | 32 | 0.01% | 0.04% | 0.07% | Q1 2016 | Q4 2023 | 32 |
CHARTER RESEARCH & INVESTMENT GROUP, INC. | 24 | 8 | 1.53% | 1.83% | 2.28% | Q4 2014 | Q3 2023 | 32 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 32 | 32 | 0.16% | 2.39% | 4.12% | Q4 2015 | Q3 2023 | 32 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.01% | 0.05% | 0.14% | Q4 2015 | Q3 2023 | 32 |
Homrich & Berg | 32 | 32 | 0.04% | 0.06% | 0.09% | Q4 2013 | Q3 2021 | 32 |
Rothschild & Co Wealth Management UK Ltd | 32 | 32 | 0.02% | 0.26% | 2.04% | Q1 2014 | Q4 2021 | 32 |
Choate Investment Advisors | 19 | 1 | 0.02% | 0.25% | 0.39% | Q2 2013 | Q3 2023 | 31 |
Lowe Wealth Advisors, LLC | 31 | 31 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q4 2023 | 31 |
Good Life Advisors, LLC | 28 | 28 | 0.00% | 0.46% | 1.24% | Q4 2016 | Q3 2023 | 31 |
EXCALIBUR MANAGEMENT CORP | 17 | 4 | 0.14% | 0.50% | 1.12% | Q2 2013 | Q3 2023 | 31 |
Dakota Wealth Management | 30 | 30 | 0.06% | 0.39% | 0.74% | Q2 2016 | Q3 2023 | 31 |
A. D. Beadell Investment Counsel, Inc. | 31 | 31 | 0.53% | 0.84% | 1.33% | Q1 2016 | Q3 2023 | 31 |
RPG Investment Advisory, LLC | 31 | 31 | 0.05% | 0.50% | 1.94% | Q1 2016 | Q3 2023 | 31 |
Freedom Investment Management, Inc. | 15 | 2 | 0.02% | 0.11% | 0.47% | Q1 2013 | Q3 2023 | 31 |
Chicago Partners Investment Group LLC | 16 | 15 | 0.01% | 0.04% | 0.14% | Q4 2014 | Q3 2023 | 31 |
Stonehage Fleming Financial Services Holdings Ltd | 31 | 31 | 0.04% | 0.24% | 0.69% | Q1 2016 | Q3 2023 | 31 |
Orbis Allan Gray Ltd | 31 | 31 | 0.15% | 1.16% | 1.89% | Q1 2016 | Q3 2023 | 31 |
Baldwin Investment Management, LLC | 14 | 3 | 0.04% | 0.11% | 0.20% | Q2 2013 | Q3 2023 | 31 |
Freestone Capital Holdings, LLC | 15 | 1 | 0.00% | 0.10% | 2.03% | Q2 2013 | Q3 2023 | 31 |
Cedar Wealth Management, LLC | 31 | 31 | 0.09% | 0.52% | 0.98% | Q1 2016 | Q3 2023 | 31 |
Fiera Capital Corp | 31 | 31 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q4 2020 | 31 |
Geneos Wealth Management Inc. | 31 | 31 | 0.14% | 0.33% | 0.64% | Q1 2016 | Q3 2023 | 31 |
RFG Advisory, LLC | 31 | 31 | 0.06% | 0.14% | 0.22% | Q1 2016 | Q3 2023 | 31 |
USCA RIA LLC | 28 | 3 | 0.05% | 0.37% | 0.76% | Q2 2013 | Q2 2021 | 31 |
JAMES INVESTMENT RESEARCH INC | 29 | 2 | 0.02% | 0.20% | 0.77% | Q2 2013 | Q3 2023 | 31 |
CWA Asset Management Group, LLC | 30 | 1 | 0.08% | 0.97% | 4.34% | Q4 2015 | Q3 2023 | 31 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 25 | 6 | 0.03% | 0.11% | 0.40% | Q2 2015 | Q3 2023 | 31 |
MEEDER ASSET MANAGEMENT INC | 29 | 2 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2021 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.09% | 0.26% | 0.74% | Q4 2015 | Q3 2023 | 31 |
NEXT Financial Group, Inc | 31 | 31 | 0.01% | 0.38% | 0.99% | Q2 2014 | Q4 2021 | 31 |
Winch Advisory Services, LLC | 31 | 31 | 0.05% | 0.69% | 3.27% | Q1 2016 | Q3 2023 | 31 |
CPWM, LLC | 19 | 3 | 0.05% | 0.26% | 0.92% | Q4 2011 | Q3 2022 | 31 |
Pinkerton Retirement Specialists, LLC | 16 | 14 | 0.00% | 0.16% | 1.25% | Q4 2014 | Q3 2023 | 30 |
Independent Advisor Alliance | 28 | 28 | 0.00% | 0.41% | 1.36% | Q4 2016 | Q3 2023 | 30 |
Janney Capital Management LLC | 18 | 2 | 0.00% | 0.69% | 1.72% | Q2 2013 | Q2 2023 | 30 |
V Wealth Advisors LLC | 30 | 30 | 0.14% | 0.37% | 1.95% | Q1 2016 | Q2 2023 | 30 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 18 | 2 | 0.04% | 0.54% | 2.22% | Q2 2013 | Q2 2021 | 30 |
INGALLS & SNYDER LLC | 30 | 30 | 0.12% | 0.23% | 0.44% | Q2 2016 | Q3 2023 | 30 |
CHEMUNG CANAL TRUST CO | 22 | 8 | 0.05% | 0.07% | 0.09% | Q2 2013 | Q4 2023 | 30 |
Jacobi Capital Management LLC | 30 | 30 | 0.95% | 1.61% | 2.85% | Q2 2016 | Q3 2023 | 30 |
ANCHOR CAPITAL ADVISORS LLC | 21 | 3 | 0.01% | 0.04% | 0.24% | Q2 2013 | Q3 2022 | 30 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 14 | 3 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q1 2022 | 30 |
VALLEY WEALTH MANAGERS, INC. | 21 | 1 | 0.00% | 0.05% | 0.14% | Q2 2013 | Q3 2023 | 30 |
FIFTH THIRD SECURITIES, INC. | 24 | 6 | 0.10% | 2.35% | 10.18% | Q1 2016 | Q3 2023 | 30 |
Stearns Financial Services Group | 30 | 30 | 0.04% | 0.12% | 0.23% | Q2 2013 | Q3 2020 | 30 |
TRUE Private Wealth Advisors | 30 | 30 | 0.04% | 0.20% | 2.25% | Q2 2016 | Q3 2023 | 30 |
TOMPKINS FINANCIAL CORP | 21 | 3 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2023 | 30 |
FCG ADVISORS, LLC | 30 | 30 | 0.26% | 0.51% | 1.06% | Q2 2013 | Q3 2020 | 30 |
Regal Wealth Group, Inc. | 22 | 4 | 0.01% | 0.07% | 0.16% | Q4 2015 | Q3 2023 | 30 |
ROCKY MOUNTAIN ADVISERS, LLC | 30 | 30 | 0.29% | 0.66% | 1.07% | Q2 2015 | Q3 2022 | 30 |
FIRST HAWAIIAN BANK | 29 | 1 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 30 |
Nicholas Hoffman & Company, LLC. | 30 | 30 | 0.05% | 0.30% | 0.55% | Q2 2016 | Q3 2023 | 30 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 28 | 28 | 0.09% | 0.40% | 0.71% | Q4 2016 | Q3 2023 | 30 |
Smith Affiliated Capital Corp. | 30 | 30 | 0.03% | 7.03% | 41.73% | Q2 2010 | Q3 2017 | 30 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 20 | 2 | 0.02% | 0.04% | 0.35% | Q2 2010 | Q3 2023 | 30 |
AE Wealth Management LLC | 28 | 28 | 0.00% | 0.65% | 1.44% | Q4 2016 | Q3 2023 | 30 |
SNOW CAPITAL MANAGEMENT LP | 29 | 29 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q2 2020 | 29 |
Douglass Winthrop Advisors, LLC | 23 | 1 | 0.01% | 0.02% | 0.09% | Q3 2014 | Q3 2023 | 29 |
Azimuth Capital Management LLC | 14 | 3 | 0.01% | 0.06% | 0.26% | Q2 2013 | Q1 2022 | 29 |
WEXFORD CAPITAL LP | 13 | 1 | 0.02% | 0.13% | 0.57% | Q4 2013 | Q3 2023 | 29 |
Van Hulzen Asset Management, LLC | 17 | 1 | 0.04% | 0.43% | 1.62% | Q4 2013 | Q3 2023 | 29 |
Capital Asset Advisory Services LLC | 18 | 3 | 0.02% | 0.15% | 0.30% | Q1 2016 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.19% | 0.37% | 0.71% | Q4 2013 | Q4 2020 | 29 |
NewEdge Advisors, LLC | 29 | 29 | 0.05% | 0.19% | 0.37% | Q3 2016 | Q3 2023 | 29 |
Svenska Handelsbanken AB (publ) | 29 | 29 | 0.04% | 3.86% | 14.72% | Q3 2016 | Q3 2023 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 0.13% | 0.28% | 0.46% | Q3 2016 | Q3 2023 | 29 |
GenTrust, LLC | 28 | 28 | 0.01% | 0.38% | 1.56% | Q4 2016 | Q3 2023 | 29 |
Field & Main Bank | 14 | 4 | 0.01% | 0.05% | 0.13% | Q4 2013 | Q3 2023 | 29 |
CONDOR CAPITAL MANAGEMENT | 25 | 4 | 0.02% | 0.05% | 0.15% | Q4 2014 | Q1 2022 | 29 |
BRR OpCo, LLC | 27 | 2 | 0.05% | 0.08% | 0.11% | Q3 2014 | Q3 2022 | 29 |
MACKENZIE FINANCIAL CORP | 22 | 1 | 0.00% | 0.42% | 1.38% | Q1 2016 | Q3 2023 | 29 |
TERRIL BROTHERS, INC. | 29 | 29 | 0.10% | 0.14% | 0.25% | Q3 2016 | Q3 2023 | 29 |
SouthState Corp | 13 | 1 | 0.03% | 0.06% | 0.15% | Q2 2013 | Q3 2023 | 29 |
IMA Wealth, Inc. | 27 | 2 | 0.00% | 0.13% | 0.24% | Q2 2016 | Q3 2023 | 29 |
Cassaday & Co Inc. | 29 | 29 | 0.00% | 11.37% | 90.02% | Q4 2014 | Q4 2021 | 29 |
Patriot Financial Group Insurance Agency, LLC | 28 | 28 | 0.00% | 0.16% | 0.78% | Q4 2016 | Q3 2023 | 29 |
Sarasin & Partners LLP | 29 | 29 | 0.06% | 0.10% | 0.16% | Q3 2016 | Q3 2023 | 29 |
Quantum Capital Management, LLC / NJ | 29 | 29 | 0.36% | 0.94% | 2.17% | Q3 2016 | Q3 2023 | 29 |
BCM ADVISORS, LLC | 28 | 28 | 12.15% | 14.40% | 20.57% | Q4 2016 | Q3 2023 | 28 |
Arcus Capital Partners, LLC | 16 | 12 | 0.08% | 0.54% | 1.34% | Q3 2016 | Q3 2023 | 28 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.24% | 0.45% | 0.71% | Q4 2016 | Q3 2023 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.15% | 0.27% | 0.62% | Q4 2016 | Q3 2023 | 28 |
Coastal Bridge Advisors, LLC | 28 | 28 | 0.29% | 0.43% | 0.77% | Q4 2016 | Q3 2023 | 28 |
DIMENSION CAPITAL MANAGEMENT LLC | 28 | 28 | 0.14% | 2.78% | 7.96% | Q4 2016 | Q3 2023 | 28 |
APPLETON PARTNERS INC/MA | 28 | 28 | 0.05% | 0.11% | 0.22% | Q1 2017 | Q4 2023 | 28 |
Asset Management One Co., Ltd. | 28 | 28 | 0.00% | 0.34% | 0.91% | Q4 2016 | Q3 2023 | 28 |
Banco Santander, S.A. | 28 | 28 | 0.07% | 0.36% | 1.34% | Q4 2016 | Q3 2023 | 28 |
WESBANCO BANK INC | 15 | 2 | 0.01% | 0.09% | 0.21% | Q1 2014 | Q3 2023 | 28 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 28 | 28 | 0.01% | 0.92% | 3.20% | Q2 2013 | Q1 2020 | 28 |
Clearstead Advisors, LLC | 28 | 28 | 0.08% | 0.21% | 0.44% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.02% | 0.15% | 0.37% | Q4 2016 | Q3 2023 | 28 |
DOWLING & YAHNKE LLC | 11 | 7 | 0.02% | 0.04% | 0.06% | Q2 2013 | Q3 2022 | 28 |
MUHLENKAMP & CO INC | 11 | 3 | 0.94% | 3.19% | 6.39% | Q2 2016 | Q4 2023 | 28 |
ARS Investment Partners, LLC | 14 | 1 | 0.14% | 0.22% | 0.41% | Q2 2013 | Q3 2023 | 28 |
WEST PACES ADVISORS INC. | 28 | 28 | 0.12% | 0.16% | 0.19% | Q4 2016 | Q3 2023 | 28 |
TSP Capital Management Group, LLC | 28 | 28 | 1.59% | 3.37% | 4.68% | Q4 2016 | Q3 2023 | 28 |
Polar Asset Management Partners Inc. | 6 | 1 | 0.01% | 0.26% | 0.84% | Q2 2013 | Q1 2023 | 28 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 16 | 12 | 0.02% | 1.36% | 6.04% | Q2 2013 | Q3 2023 | 28 |
Indiana Trust & Investment Management CO | 15 | 1 | 0.09% | 0.28% | 0.64% | Q2 2013 | Q3 2023 | 28 |
Bedell Frazier Investment Counselling, LLC | 23 | 1 | 0.88% | 5.42% | 8.87% | Q4 2014 | Q3 2023 | 28 |
Lee Financial Co | 28 | 28 | 0.07% | 2.45% | 7.66% | Q4 2016 | Q3 2023 | 28 |
First Heartland Consultants, Inc. | 22 | 2 | 0.04% | 0.34% | 1.21% | Q2 2013 | Q2 2021 | 28 |
DCF Advisers, LLC | 16 | 16 | 0.25% | 2.40% | 6.56% | Q4 2019 | Q3 2023 | 28 |
Tanglewood Wealth Management, Inc. | 15 | 13 | 3.77% | 9.95% | 27.06% | Q2 2013 | Q3 2023 | 28 |
Mitsubishi UFJ Trust & Banking Corp | 9 | 1 | 0.00% | 0.07% | 0.29% | Q1 2014 | Q3 2023 | 28 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.00% | 0.23% | 1.01% | Q4 2018 | Q3 2023 | 28 |
Mizuho Bank, Ltd. | 14 | 1 | 0.83% | 17.80% | 46.26% | Q2 2013 | Q3 2023 | 28 |
Partnervest Advisory Services LLC | 10 | 9 | 0.00% | 0.35% | 2.20% | Q2 2013 | Q3 2020 | 28 |
Frontier Wealth Management LLC | 18 | 10 | 0.02% | 0.65% | 3.60% | Q2 2015 | Q2 2022 | 28 |
Pflug Koory, LLC | 28 | 28 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 28 |
TELEMUS CAPITAL, LLC | 24 | 2 | 0.02% | 0.05% | 0.10% | Q2 2016 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.11% | 0.32% | 0.76% | Q4 2016 | Q3 2023 | 28 |
Valeo Financial Advisors, LLC | 25 | 25 | 0.01% | 0.05% | 0.09% | Q3 2017 | Q3 2023 | 28 |
Legacy Advisors, LLC | 28 | 28 | 0.21% | 0.48% | 0.99% | Q4 2016 | Q3 2023 | 28 |
AUA CAPITAL MANAGEMENT, LLC | 28 | 28 | 0.93% | 1.29% | 1.82% | Q4 2016 | Q3 2023 | 28 |
ACCESS FINANCIAL SERVICES, INC. | 28 | 28 | 0.35% | 0.43% | 0.53% | Q4 2016 | Q3 2023 | 28 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q4 2022 | 28 |
Moloney Securities Asset Management, LLC | 28 | 28 | 0.11% | 0.19% | 0.29% | Q4 2016 | Q3 2023 | 28 |
HCR Wealth Advisors | 28 | 28 | 0.31% | 0.58% | 1.13% | Q4 2016 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.77% | 1.01% | 1.83% | Q4 2016 | Q3 2023 | 28 |
IHT Wealth Management, LLC | 28 | 28 | 0.00% | 0.31% | 0.88% | Q4 2016 | Q3 2023 | 28 |
Farmers & Merchants Trust Co of Chambersburg PA | 28 | 28 | 0.01% | 1.58% | 4.40% | Q4 2016 | Q3 2023 | 28 |
Perennial Advisors, LLC | 28 | 28 | 1.45% | 2.45% | 3.22% | Q4 2016 | Q3 2023 | 28 |
Karp Capital Management Corp | 10 | 3 | 0.02% | 0.55% | 2.54% | Q4 2014 | Q3 2022 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.12% | 0.40% | 0.75% | Q4 2016 | Q3 2023 | 28 |
Sicart Associates LLC | 28 | 28 | 4.47% | 9.13% | 13.26% | Q4 2016 | Q3 2023 | 28 |
Omnia Family Wealth, LLC | 28 | 28 | 0.60% | 3.92% | 7.16% | Q4 2016 | Q3 2023 | 28 |
Lagoda Investment Management, L.P. | 28 | 28 | 0.03% | 0.07% | 0.13% | Q4 2016 | Q3 2023 | 28 |
Harvest Fund Management Co., Ltd | 28 | 28 | 0.34% | 0.74% | 1.77% | Q4 2016 | Q3 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.27% | 1.43% | 4.42% | Q4 2016 | Q3 2023 | 28 |
Koshinski Asset Management, Inc. | 13 | 2 | 0.12% | 0.27% | 0.51% | Q2 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.07% | 0.37% | 1.42% | Q4 2016 | Q3 2023 | 28 |
Intersect Capital LLC | 14 | 4 | 0.07% | 0.22% | 0.62% | Q4 2014 | Q1 2022 | 28 |
Cornerstone Wealth Management, LLC | 25 | 3 | 0.05% | 0.10% | 0.19% | Q3 2016 | Q3 2023 | 28 |
Greytown Advisors Inc. | 28 | 28 | 2.00% | 3.45% | 5.66% | Q4 2016 | Q3 2023 | 28 |
DORCHESTER WEALTH MANAGEMENT Co | 28 | 28 | 0.08% | 0.11% | 0.16% | Q4 2016 | Q3 2023 | 28 |
Cribstone Capital Management, LLC | 28 | 28 | 1.34% | 2.73% | 4.51% | Q1 2016 | Q4 2022 | 28 |
QUADRANT CAPITAL GROUP LLC | 18 | 4 | 0.00% | 0.12% | 0.76% | Q2 2015 | Q3 2023 | 28 |
Integrated Investment Consultants, LLC | 18 | 1 | 0.07% | 0.56% | 1.50% | Q4 2015 | Q4 2022 | 27 |
Aviance Capital Partners, LLC | 14 | 13 | 0.05% | 0.10% | 0.27% | Q2 2013 | Q2 2023 | 27 |
RWA WEALTH PARTNERS, LLC | 27 | 27 | 0.02% | 0.06% | 0.09% | Q1 2017 | Q3 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.01% | 0.09% | 0.17% | Q4 2016 | Q3 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.09% | 0.27% | 1.21% | Q4 2016 | Q3 2023 | 27 |
J. Goldman & Co LP | 5 | 1 | 0.01% | 0.54% | 6.20% | Q4 2013 | Q1 2023 | 27 |
Sowell Financial Services LLC | 17 | 10 | 0.16% | 0.59% | 1.34% | Q4 2016 | Q3 2023 | 27 |
Kessler Investment Group, LLC | 14 | 2 | 0.01% | 2.53% | 8.01% | Q1 2016 | Q3 2023 | 27 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 20 | 3 | 0.06% | 0.86% | 4.06% | Q2 2013 | Q3 2019 | 27 |
Arete Wealth Advisors, LLC | 20 | 1 | 0.05% | 0.57% | 2.39% | Q1 2016 | Q3 2023 | 27 |
ZWJ INVESTMENT COUNSEL INC | 27 | 27 | 0.01% | 0.02% | 0.04% | Q1 2017 | Q3 2023 | 27 |
LYELL WEALTH MANAGEMENT, LP | 27 | 27 | 0.15% | 0.28% | 0.92% | Q1 2017 | Q3 2023 | 27 |
Psagot Value Holdings Ltd. | 15 | 6 | 0.00% | 0.10% | 0.29% | Q2 2013 | Q2 2021 | 27 |
Graham Capital Management, L.P. | 20 | 4 | 0.01% | 26.97% | 53.43% | Q2 2013 | Q4 2020 | 27 |
Asset Planning Services, Ltd. | 27 | 27 | 0.09% | 0.12% | 0.18% | Q2 2015 | Q4 2021 | 27 |
SEI INVESTMENTS CO | 15 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q2 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.16% | 0.30% | 1.18% | Q2 2013 | Q4 2019 | 27 |
WESCAP Management Group, Inc. | 27 | 27 | 0.35% | 0.68% | 1.17% | Q1 2017 | Q3 2023 | 27 |
Lenox Wealth Management, Inc. | 27 | 27 | 0.07% | 5.40% | 10.35% | Q4 2013 | Q2 2020 | 27 |
HOLLENCREST CAPITAL MANAGEMENT | 27 | 27 | 0.04% | 0.07% | 0.17% | Q1 2017 | Q3 2023 | 27 |
Avalon Investment & Advisory | 24 | 3 | 0.01% | 0.26% | 0.41% | Q2 2016 | Q1 2023 | 27 |
MERITAGE PORTFOLIO MANAGEMENT | 26 | 1 | 0.02% | 0.03% | 0.04% | Q3 2016 | Q3 2023 | 27 |
Intellectus Partners, LLC | 19 | 8 | 0.42% | 1.25% | 2.18% | Q4 2016 | Q3 2023 | 27 |
Conservest Capital Advisors, Inc. | 27 | 27 | 0.35% | 0.56% | 0.78% | Q1 2017 | Q3 2023 | 27 |
PATTON ALBERTSON MILLER GROUP, LLC | 23 | 1 | 0.05% | 0.40% | 1.57% | Q2 2013 | Q3 2023 | 27 |
Whitnell & Co. | 27 | 27 | 0.01% | 0.01% | 0.05% | Q2 2013 | Q4 2019 | 27 |
WEALTHSOURCE PARTNERS, LLC | 22 | 1 | 0.08% | 0.40% | 4.45% | Q1 2016 | Q3 2023 | 27 |
BlackRock Group LTD | 15 | 15 | 0.02% | 0.11% | 0.34% | Q2 2013 | Q4 2016 | 27 |
Sageworth Trust Co | 26 | 1 | 0.00% | 0.17% | 1.51% | Q2 2013 | Q1 2023 | 27 |
Allianz Asset Management GmbH | 19 | 2 | 0.00% | 0.04% | 0.29% | Q2 2013 | Q2 2023 | 27 |
ZACKS INVESTMENT MANAGEMENT | 14 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 27 |
FIRST AMERICAN TRUST, FSB | 9 | 6 | 0.03% | 0.42% | 2.61% | Q2 2013 | Q2 2023 | 27 |
BLACKROCK ADVISORS LLC | 15 | 15 | 0.13% | 0.65% | 1.88% | Q2 2013 | Q4 2016 | 27 |
EVERGREEN CAPITAL MANAGEMENT LLC | 24 | 24 | 0.06% | 0.10% | 0.18% | Q4 2017 | Q3 2023 | 27 |
Corbenic Partners LLC | 14 | 2 | 0.00% | 0.45% | 6.56% | Q2 2013 | Q2 2022 | 27 |
Point72 Asset Management, L.P. | 7 | 1 | 0.00% | 0.09% | 1.05% | Q2 2014 | Q3 2023 | 27 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.02% | 0.10% | Q3 2015 | Q1 2023 | 27 |
Sterling Investment Advisors, Ltd. | 27 | 27 | 0.52% | 1.69% | 2.70% | Q4 2016 | Q2 2023 | 27 |
CTC LLC | 8 | 1 | 0.01% | 16.53% | 96.77% | Q2 2013 | Q1 2023 | 27 |
Dynamic Advisor Solutions LLC | 23 | 1 | 0.00% | 0.89% | 2.14% | Q2 2014 | Q3 2023 | 27 |
GRANDFIELD & DODD, LLC | 15 | 12 | 0.07% | 0.09% | 0.15% | Q2 2013 | Q1 2020 | 27 |
Clean Yield Group | 10 | 3 | 0.01% | 0.06% | 0.13% | Q1 2016 | Q3 2023 | 27 |
Schneider Downs Wealth Management Advisors, LP | 27 | 27 | 0.14% | 0.24% | 0.30% | Q1 2017 | Q3 2023 | 27 |
Almanack Investment Partners, LLC. | 19 | 8 | 0.06% | 0.40% | 1.92% | Q4 2016 | Q3 2023 | 27 |
ROCKLAND TRUST CO | 24 | 1 | 0.03% | 2.75% | 4.58% | Q2 2013 | Q3 2023 | 27 |
CHAI TRUST CO LLC | 26 | 26 | 0.36% | 0.56% | 0.87% | Q4 2016 | Q1 2023 | 26 |
Waverton Investment Management Ltd | 26 | 26 | 0.11% | 0.31% | 0.62% | Q2 2017 | Q3 2023 | 26 |
SUNTRUST BANKS INC | 26 | 26 | 0.10% | 0.29% | 0.87% | Q2 2013 | Q3 2019 | 26 |
ELCO Management Co., LLC | 26 | 26 | 0.12% | 0.23% | 0.38% | Q3 2016 | Q4 2022 | 26 |
Proficio Capital Partners LLC | 13 | 13 | 0.01% | 1.70% | 8.87% | Q2 2016 | Q3 2023 | 26 |
QS Investors, LLC | 26 | 26 | 0.00% | 0.07% | 0.27% | Q1 2014 | Q2 2020 | 26 |
PEOPLES FINANCIAL SERVICES CORP. | 26 | 26 | 0.03% | 0.04% | 0.04% | Q2 2017 | Q3 2023 | 26 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 26 | 26 | 0.70% | 5.31% | 13.44% | Q2 2013 | Q3 2019 | 26 |
ST GERMAIN D J CO INC | 11 | 3 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q4 2023 | 26 |
Ahrens Investment Partners LLC | 26 | 26 | 0.09% | 0.53% | 2.61% | Q4 2016 | Q1 2023 | 26 |
MADISON INVESTMENT HOLDINGS INC | 26 | 26 | 0.01% | 0.32% | 0.93% | Q2 2013 | Q3 2019 | 26 |
Palisades Hudson Asset Management, L.P. | 26 | 26 | 0.24% | 0.91% | 1.66% | Q2 2017 | Q3 2023 | 26 |
Osborn Williams & Donohoe LLC | 26 | 26 | 0.09% | 0.14% | 0.27% | Q2 2013 | Q3 2019 | 26 |
BLB&B Advisors, LLC | 15 | 11 | 0.02% | 0.05% | 0.14% | Q1 2014 | Q3 2023 | 26 |
FIL Ltd | 17 | 3 | 0.00% | 0.41% | 1.59% | Q3 2016 | Q3 2023 | 26 |
ARGENTIERE CAPITAL AG | 12 | 1 | 0.11% | 6.13% | 34.58% | Q2 2014 | Q3 2018 | 26 |
QUATTRO FINANCIAL ADVISORS LLC | 18 | 8 | 0.00% | 2.96% | 5.43% | Q1 2017 | Q3 2023 | 26 |
ACADIAN ASSET MANAGEMENT LLC | 26 | 26 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q4 2019 | 26 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.02% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 26 |
NBT BANK N A /NY | 18 | 8 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2023 | 26 |
Cypress Capital Group | 6 | 1 | 0.03% | 0.07% | 0.21% | Q2 2013 | Q3 2023 | 26 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2021 | 26 |
Pinnacle Wealth Management Advisory Group, LLC | 20 | 6 | 0.05% | 0.17% | 0.45% | Q1 2017 | Q3 2023 | 26 |
AJ WEALTH STRATEGIES, LLC | 26 | 26 | 0.04% | 0.32% | 0.88% | Q1 2017 | Q2 2023 | 26 |
Cornerstone Advisory, LLC | 26 | 26 | 0.06% | 0.42% | 1.93% | Q2 2017 | Q3 2023 | 26 |
FLOW TRADERS U.S. LLC | 7 | 1 | 0.00% | 0.76% | 4.02% | Q3 2013 | Q3 2023 | 26 |
Smithfield Trust Co | 18 | 8 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 26 |
Laurel Wealth Advisors, Inc. | 23 | 1 | 0.05% | 0.55% | 1.91% | Q1 2016 | Q4 2022 | 26 |
Ameritas Investment Partners, Inc. | 18 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 26 |
Fiduciary Trust Co International of Pennsylvania | 14 | 12 | 0.02% | 0.07% | 0.23% | Q2 2013 | Q1 2020 | 26 |
ORRSTOWN FINANCIAL SERVICES INC | 26 | 26 | 0.06% | 0.17% | 0.61% | Q2 2013 | Q3 2019 | 26 |
BlackRock Institutional Trust Company, N.A. | 15 | 15 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2016 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.02% | 0.05% | 0.09% | Q2 2013 | Q3 2019 | 26 |
Vivaldi Capital Management LP | 24 | 2 | 0.00% | 0.56% | 1.33% | Q1 2017 | Q3 2023 | 26 |
Summit X, LLC | 26 | 26 | 0.10% | 0.28% | 0.57% | Q2 2017 | Q3 2023 | 26 |
Voya Financial Advisors, Inc. | 25 | 25 | 0.12% | 0.25% | 0.50% | Q1 2015 | Q1 2021 | 25 |
PEDDOCK CAPITAL ADVISORS, LLC | 13 | 1 | 0.01% | 0.34% | 1.35% | Q3 2016 | Q3 2023 | 25 |
Checchi Capital Advisers, LLC | 25 | 25 | 0.08% | 1.00% | 2.03% | Q3 2017 | Q3 2023 | 25 |
LODESTAR INVESTMENT COUNSEL LLC/IL | 25 | 25 | 0.06% | 0.16% | 0.34% | Q2 2013 | Q2 2019 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.02% | 0.10% | 0.26% | Q2 2017 | Q2 2023 | 25 |
Belpointe Asset Management LLC | 25 | 25 | 0.26% | 0.70% | 1.86% | Q3 2017 | Q3 2023 | 25 |
Tortoise Investment Management, LLC | 24 | 1 | 0.00% | 0.01% | 0.04% | Q2 2014 | Q3 2023 | 25 |
BlackRock Investment Management, LLC | 15 | 15 | 0.02% | 0.08% | 0.24% | Q2 2013 | Q4 2016 | 25 |
WELCH & FORBES LLC | 15 | 10 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 25 |
Krilogy Financial LLC | 13 | 1 | 0.00% | 0.10% | 0.59% | Q3 2015 | Q3 2023 | 25 |
Bogart Wealth, LLC | 25 | 25 | 0.02% | 0.42% | 4.57% | Q3 2017 | Q3 2023 | 25 |
ARS Wealth Advisors, LLC | 20 | 5 | 0.09% | 0.55% | 2.91% | Q4 2013 | Q2 2021 | 25 |
BigSur Wealth Management LLC | 17 | 3 | 0.28% | 1.21% | 4.14% | Q4 2016 | Q3 2023 | 25 |
RGT Wealth Advisors, LLC | 25 | 25 | 0.86% | 9.14% | 28.17% | Q3 2016 | Q3 2022 | 25 |
Wealthcare Advisory Partners LLC | 25 | 25 | 0.05% | 0.13% | 0.47% | Q3 2017 | Q3 2023 | 25 |
OneDigital Investment Advisors LLC | 20 | 5 | 0.01% | 0.08% | 0.20% | Q2 2017 | Q3 2023 | 25 |
Bridgeworth, LLC | 20 | 2 | 0.02% | 0.25% | 0.58% | Q4 2016 | Q3 2023 | 25 |
Westside Investment Management, Inc. | 15 | 1 | 0.01% | 0.67% | 1.89% | Q4 2016 | Q3 2023 | 25 |
Itau Unibanco Holding S.A. | 25 | 25 | 0.00% | 0.86% | 4.96% | Q3 2017 | Q3 2023 | 25 |
Courage Miller Partners, LLC | 16 | 1 | 0.11% | 0.13% | 0.16% | Q1 2016 | Q3 2023 | 25 |
NewSquare Capital LLC | 19 | 1 | 0.00% | 0.65% | 1.76% | Q2 2013 | Q3 2023 | 25 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 16 | 2 | 0.19% | 0.60% | 1.55% | Q2 2014 | Q3 2022 | 25 |
AMUSSEN HUNSAKER ASSOCIATES LLC | 15 | 10 | 0.08% | 0.26% | 0.77% | Q2 2017 | Q3 2023 | 25 |
SPINNAKER TRUST | 25 | 25 | 0.04% | 0.05% | 0.07% | Q3 2017 | Q3 2023 | 25 |
MIDAS MANAGEMENT CORP | 25 | 25 | 0.57% | 0.80% | 1.38% | Q2 2013 | Q2 2019 | 25 |
Fortis Advisors, LLC | 25 | 25 | 0.00% | 0.62% | 4.71% | Q3 2017 | Q3 2023 | 25 |
TOTH FINANCIAL ADVISORY CORP | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 25 |
JOHNSON INVESTMENT COUNSEL INC | 25 | 25 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q2 2019 | 25 |
Waverly Advisors, LLC | 11 | 1 | 0.00% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 25 |
Simmons Bank | 25 | 25 | 0.02% | 0.09% | 0.24% | Q1 2016 | Q1 2022 | 25 |
Flaharty Asset Management, LLC | 15 | 10 | 0.09% | 0.23% | 1.93% | Q1 2017 | Q3 2023 | 25 |
CALTON & ASSOCIATES, INC. | 24 | 24 | 0.00% | 0.31% | 1.00% | Q4 2017 | Q3 2023 | 25 |
Burt Wealth Advisors | 25 | 25 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q4 2020 | 25 |
EXENCIAL WEALTH ADVISORS, LLC | 25 | 25 | 0.05% | 0.47% | 2.54% | Q3 2017 | Q3 2023 | 25 |
FOSTER DYKEMA CABOT & CO INC/MA | 22 | 3 | 0.02% | 0.11% | 0.30% | Q2 2013 | Q3 2023 | 25 |
SOL Capital Management CO | 25 | 25 | 0.06% | 0.09% | 0.19% | Q3 2017 | Q3 2023 | 25 |
Assured Investment Management LLC | 7 | 1 | 0.12% | 0.89% | 2.79% | Q4 2013 | Q1 2019 | 25 |
Laird Norton Wetherby Wealth Management, LLC | 25 | 25 | 0.05% | 0.11% | 0.16% | Q3 2017 | Q3 2023 | 25 |
WILLIAMS JONES & ASSOCIATES LLC | 25 | 25 | 0.02% | 0.05% | 0.17% | Q2 2013 | Q2 2019 | 25 |
Lafayette Investments | 15 | 1 | 0.08% | 0.09% | 0.11% | Q2 2013 | Q3 2023 | 25 |
Miracle Mile Advisors, LLC | 18 | 1 | 0.01% | 0.06% | 0.22% | Q2 2016 | Q3 2023 | 25 |
L & S Advisors Inc | 13 | 2 | 0.03% | 0.31% | 4.17% | Q2 2016 | Q3 2023 | 25 |
CHEMICAL BANK | 24 | 24 | 0.08% | 0.12% | 0.16% | Q3 2013 | Q2 2019 | 24 |
Avantax Planning Partners, Inc. | 17 | 1 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 24 |
Copperwynd Financial, LLC | 24 | 24 | 0.21% | 0.40% | 2.14% | Q4 2017 | Q3 2023 | 24 |
FARMERS TRUST CO | 24 | 24 | 0.05% | 0.13% | 0.31% | Q4 2017 | Q3 2023 | 24 |
Mutual Advisors, LLC | 24 | 24 | 0.06% | 0.20% | 0.39% | Q4 2017 | Q3 2023 | 24 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 21 | 1 | 0.54% | 2.01% | 7.51% | Q2 2017 | Q3 2023 | 24 |
Bridgewater Associates | 24 | 24 | 0.62% | 4.24% | 15.34% | Q2 2017 | Q1 2023 | 24 |
FormulaFolio Investments, LLC | 22 | 2 | 0.01% | 3.71% | 15.80% | Q1 2015 | Q2 2021 | 24 |
jvl associates llc | 24 | 24 | 0.19% | 1.90% | 3.81% | Q4 2017 | Q3 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.08% | 0.96% | 2.60% | Q4 2017 | Q3 2023 | 24 |
EXANE DERIVATIVES | 21 | 3 | 0.01% | 0.46% | 1.41% | Q2 2016 | Q2 2022 | 24 |
Horan Securities, Inc. | 11 | 6 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q2 2023 | 24 |
Gerber Kawasaki Wealth & Investment Management | 15 | 9 | 0.06% | 0.53% | 1.93% | Q1 2017 | Q3 2023 | 24 |
RITHOLTZ WEALTH MANAGEMENT | 24 | 24 | 0.03% | 0.14% | 0.46% | Q4 2017 | Q3 2023 | 24 |
DUBUQUE BANK & TRUST CO | 24 | 24 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2019 | 24 |
McIlrath & Eck, LLC | 24 | 24 | 0.03% | 0.06% | 0.15% | Q4 2017 | Q3 2023 | 24 |
Arlington Partners LLC | 24 | 24 | 0.02% | 0.26% | 0.51% | Q4 2017 | Q3 2023 | 24 |
Broadleaf Partners, LLC | 24 | 24 | 0.11% | 0.16% | 0.22% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.23% | 0.42% | 0.76% | Q4 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.19% | 0.37% | 0.86% | Q4 2017 | Q3 2023 | 24 |
Verdence Capital Advisors LLC | 24 | 24 | 0.06% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 24 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 24 | 24 | 0.82% | 1.38% | 2.46% | Q4 2017 | Q3 2023 | 24 |
Royal Fund Management, LLC | 14 | 1 | 0.03% | 0.04% | 0.07% | Q4 2016 | Q3 2023 | 24 |
Columbus Macro, LLC | 24 | 24 | 0.08% | 0.28% | 0.57% | Q4 2017 | Q3 2023 | 24 |
Hudson Capital Management LLC | 24 | 24 | 0.51% | 1.45% | 2.98% | Q4 2017 | Q3 2023 | 24 |
White Lighthouse Investment Management Inc. | 24 | 24 | 0.25% | 0.33% | 0.43% | Q4 2017 | Q3 2023 | 24 |
TOTAL INVESTMENT MANAGEMENT INC | 24 | 24 | 0.04% | 4.45% | 11.21% | Q4 2017 | Q3 2023 | 24 |
Gradient Capital Advisors, LLC | 24 | 24 | 0.32% | 0.47% | 0.80% | Q4 2017 | Q3 2023 | 24 |
SeaCrest Wealth Management, LLC | 24 | 24 | 0.20% | 0.34% | 0.53% | Q4 2017 | Q3 2023 | 24 |
Pegasus Asset Management, Inc. | 24 | 24 | 0.39% | 0.54% | 0.78% | Q4 2017 | Q3 2023 | 24 |
Lehman Financial Resources, Inc. | 24 | 24 | 0.21% | 0.36% | 0.76% | Q4 2012 | Q3 2018 | 24 |
CENTAURUS FINANCIAL, INC. | 24 | 24 | 0.03% | 0.33% | 1.24% | Q4 2017 | Q3 2023 | 24 |
Crewe Advisors LLC | 24 | 24 | 0.08% | 0.19% | 0.38% | Q4 2017 | Q3 2023 | 24 |
RETIREMENT INCOME SOLUTIONS, INC | 24 | 24 | 0.26% | 0.53% | 0.94% | Q4 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.04% | 0.15% | Q2 2013 | Q1 2019 | 24 |
Independence Bank of Kentucky | 24 | 24 | 0.11% | 0.89% | 1.56% | Q4 2017 | Q3 2023 | 24 |
BLUESTEIN R H & CO LLC | 10 | 2 | 0.01% | 0.08% | 0.50% | Q2 2013 | Q4 2020 | 24 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 21 | 3 | 0.00% | 0.01% | 0.10% | Q2 2016 | Q2 2023 | 24 |
Sound Income Strategies, LLC | 24 | 24 | 0.01% | 0.02% | 0.10% | Q4 2017 | Q3 2023 | 24 |
Biltmore Family Office, LLC | 24 | 24 | 0.06% | 0.12% | 0.18% | Q4 2017 | Q3 2023 | 24 |
Game Creek Capital, LP | 23 | 23 | 0.98% | 1.92% | 3.16% | Q1 2018 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2019 | 24 |
All Terrain Financial Advisors, LLC | 24 | 24 | 0.11% | 0.20% | 0.32% | Q4 2017 | Q3 2023 | 24 |
D.B. Root & Company, LLC | 24 | 24 | 0.78% | 1.58% | 2.79% | Q4 2017 | Q3 2023 | 24 |
Rice Partnership, LLC | 24 | 24 | 1.92% | 4.81% | 7.41% | Q4 2017 | Q3 2023 | 24 |
Integrated Wealth Concepts LLC | 24 | 24 | 0.08% | 0.42% | 1.96% | Q4 2017 | Q3 2023 | 24 |
HoyleCohen, LLC | 24 | 24 | 0.11% | 0.17% | 0.27% | Q4 2017 | Q3 2023 | 24 |
Avondale Wealth Management | 24 | 24 | 0.06% | 0.75% | 3.30% | Q4 2017 | Q3 2023 | 24 |
Winthrop Advisory Group LLC | 24 | 24 | 0.07% | 0.11% | 0.19% | Q4 2017 | Q3 2023 | 24 |
FNY Investment Advisers, LLC | 17 | 1 | 0.00% | 0.05% | 0.25% | Q2 2018 | Q3 2023 | 24 |
MARINO, STRAM & ASSOCIATES LLC | 24 | 24 | 0.06% | 0.27% | 0.45% | Q4 2017 | Q3 2023 | 24 |
Exeter Financial, LLC | 24 | 24 | 0.25% | 0.32% | 0.43% | Q4 2017 | Q3 2023 | 24 |
PDS Planning, Inc | 24 | 24 | 0.10% | 0.35% | 0.74% | Q4 2017 | Q3 2023 | 24 |
AMERICAN CENTURY COMPANIES INC | 15 | 1 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q1 2023 | 24 |
QCM Cayman, Ltd. | 6 | 1 | 0.18% | 0.76% | 2.50% | Q2 2013 | Q4 2020 | 24 |
LOEB PARTNERS CORP | 24 | 24 | 1.13% | 5.98% | 8.83% | Q2 2013 | Q1 2019 | 24 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 24 | 24 | 0.08% | 0.34% | 1.13% | Q4 2017 | Q3 2023 | 24 |
FOSTER & MOTLEY INC | 24 | 24 | 0.04% | 0.15% | 0.37% | Q2 2013 | Q1 2019 | 24 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.01% | 0.24% | Q4 2013 | Q3 2023 | 24 |
LEE DANNER & BASS INC | 10 | 2 | 0.02% | 0.22% | 0.81% | Q2 2014 | Q3 2023 | 24 |
THORNBURG INVESTMENT MANAGEMENT INC | 19 | 5 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 24 |
Smart Portfolios, LLC | 7 | 4 | 0.29% | 4.40% | 7.94% | Q3 2016 | Q3 2023 | 24 |
Solstein Capital, LLC | 19 | 19 | 0.01% | 1.30% | 5.18% | Q1 2019 | Q3 2023 | 23 |
WASHINGTON TRUST BANK | 19 | 4 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q1 2023 | 23 |
Circle Wealth Management, LLC | 15 | 8 | 0.09% | 0.31% | 0.52% | Q4 2016 | Q3 2023 | 23 |
PIN OAK INVESTMENT ADVISORS INC | 14 | 9 | 0.51% | 0.86% | 1.16% | Q4 2017 | Q3 2023 | 23 |
KELLEHER FINANCIAL ADVISORS | 18 | 5 | 0.46% | 0.97% | 1.39% | Q4 2017 | Q3 2023 | 23 |
Summit Trail Advisors, LLC | 22 | 1 | 0.03% | 0.17% | 0.41% | Q4 2017 | Q3 2023 | 23 |
Vontobel Swiss Wealth Advisors AG | 15 | 8 | 0.14% | 0.79% | 2.90% | Q3 2015 | Q2 2021 | 23 |
Pinnacle Wealth Planning Services, Inc. | 23 | 23 | 0.07% | 0.25% | 0.39% | Q1 2018 | Q3 2023 | 23 |
WHITE PINE CAPITAL LLC | 23 | 23 | 0.64% | 0.86% | 1.11% | Q1 2018 | Q3 2023 | 23 |
MACGUIRE, CHESWICK & TUTTLE INVESTMENT COUNSEL LLC | 23 | 23 | 0.69% | 1.18% | 2.22% | Q2 2013 | Q4 2018 | 23 |
Beacon Capital Management, Inc. | 14 | 1 | 0.00% | 0.14% | 0.65% | Q4 2013 | Q3 2022 | 23 |
NORTHERN CAPITAL MANAGEMENT LLC | 23 | 23 | 0.15% | 0.28% | 1.26% | Q2 2013 | Q4 2018 | 23 |
PRUDENTIAL FINANCIAL INC | 15 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 23 |
THOMPSON DAVIS & CO., INC. | 20 | 3 | 0.03% | 0.19% | 0.49% | Q4 2013 | Q2 2022 | 23 |
CNA FINANCIAL CORP | 23 | 23 | 4.98% | 6.25% | 7.90% | Q2 2013 | Q4 2018 | 23 |
Covington Capital Management | 22 | 1 | 0.28% | 0.54% | 1.27% | Q4 2013 | Q3 2022 | 23 |
HOWLAND CAPITAL MANAGEMENT LLC | 23 | 23 | 0.22% | 0.32% | 0.55% | Q1 2018 | Q3 2023 | 23 |
GABLES CAPITAL MANAGEMENT INC. | 23 | 23 | 0.48% | 0.69% | 0.87% | Q1 2018 | Q3 2023 | 23 |
Neuberger Berman Canada ULC | 18 | 18 | 0.09% | 3.23% | 15.14% | Q2 2013 | Q3 2017 | 23 |
UBS ASSET MANAGEMENT AMERICAS INC | 22 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2020 | 23 |
Capital Advisory Group Advisory Services, LLC | 23 | 23 | 0.01% | 1.45% | 2.62% | Q1 2018 | Q3 2023 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.10% | 0.16% | 0.20% | Q1 2018 | Q3 2023 | 23 |
InterOcean Capital, LLC | 19 | 1 | 0.02% | 0.51% | 1.76% | Q2 2013 | Q2 2020 | 23 |
IFG Advisory, LLC | 22 | 1 | 0.10% | 0.78% | 1.42% | Q4 2017 | Q3 2023 | 23 |
Barrett Asset Management, LLC | 21 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q1 2022 | 23 |
Clarkston Capital Partners, LLC | 21 | 2 | 0.01% | 0.01% | 0.04% | Q1 2014 | Q2 2022 | 23 |
ExodusPoint Capital Management, LP | 7 | 3 | 0.01% | 0.26% | 0.90% | Q1 2021 | Q3 2023 | 23 |
VAUGHAN DAVID INVESTMENTS LLC/IL | 9 | 1 | 0.01% | 0.01% | 0.03% | Q1 2013 | Q3 2023 | 23 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.02% | 0.14% | 0.29% | Q4 2019 | Q3 2023 | 23 |
LEUTHOLD GROUP, LLC | 21 | 2 | 0.52% | 2.56% | 5.17% | Q2 2013 | Q2 2023 | 23 |
Rinet Co LLC | 19 | 4 | 0.05% | 0.20% | 0.72% | Q2 2015 | Q3 2021 | 23 |
Arnhold LLC | 23 | 23 | 6.62% | 12.61% | 16.09% | Q1 2018 | Q3 2023 | 23 |
Lattice Strategies LLC | 23 | 23 | 0.17% | 0.67% | 1.55% | Q2 2013 | Q4 2018 | 23 |
Torch Wealth Management LLC | 19 | 4 | 0.25% | 0.52% | 1.58% | Q4 2013 | Q4 2019 | 23 |
Bedel Financial Consulting, Inc. | 23 | 23 | 0.08% | 0.13% | 0.28% | Q4 2017 | Q2 2023 | 23 |
FARR MILLER & WASHINGTON LLC/DC | 16 | 7 | 0.03% | 0.05% | 0.10% | Q2 2013 | Q3 2021 | 23 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 23 | 23 | 0.09% | 0.24% | 0.70% | Q1 2018 | Q3 2023 | 23 |
Meridian Wealth Management, LLC | 23 | 23 | 0.09% | 0.37% | 1.13% | Q1 2018 | Q3 2023 | 23 |
INSPIRION WEALTH ADVISORS, LLC | 8 | 2 | 0.05% | 0.12% | 0.21% | Q4 2016 | Q3 2023 | 23 |
Fieldpoint Private Securities, LLC | 22 | 22 | 0.34% | 1.67% | 2.61% | Q1 2017 | Q2 2022 | 23 |
Evanston Investments, Inc., dba Evanston Advisors | 23 | 23 | 0.09% | 0.43% | 0.97% | Q2 2013 | Q4 2018 | 23 |
Windsor Wealth Management, Inc. | 23 | 23 | 0.11% | 0.17% | 0.43% | Q1 2018 | Q3 2023 | 23 |
Stonebridge Capital Advisors LLC | 20 | 3 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.11% | 0.30% | 0.63% | Q4 2017 | Q3 2023 | 23 |
Acorn Wealth Advisors, LLC | 20 | 3 | 0.18% | 0.34% | 0.50% | Q4 2017 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.06% | 0.26% | 0.52% | Q1 2018 | Q3 2023 | 23 |
Alpha Cubed Investments, LLC | 17 | 3 | 0.02% | 0.27% | 1.21% | Q4 2013 | Q3 2023 | 23 |
ProVise Management Group, LLC | 22 | 1 | 0.02% | 0.06% | 0.22% | Q3 2016 | Q3 2023 | 23 |
B. Riley Wealth Management, Inc. | 16 | 1 | 0.06% | 0.76% | 8.38% | Q1 2014 | Q2 2022 | 23 |
Telemetry Investments, L.L.C. | 22 | 22 | 0.09% | 0.89% | 2.33% | Q3 2017 | Q4 2022 | 22 |
BerganKDV Wealth Management, LLC | 21 | 1 | 0.03% | 0.05% | 0.09% | Q2 2017 | Q2 2023 | 22 |
Ballentine Partners, LLC | 17 | 1 | 0.01% | 0.20% | 0.62% | Q2 2017 | Q3 2023 | 22 |
Snowden Capital Advisors LLC | 9 | 1 | 0.02% | 0.13% | 0.32% | Q3 2016 | Q3 2023 | 22 |
MYCIO WEALTH PARTNERS, LLC | 18 | 1 | 0.00% | 0.02% | 0.08% | Q2 2013 | Q4 2019 | 22 |
SAGE RHINO CAPITAL LLC | 17 | 17 | 0.02% | 0.09% | 0.15% | Q3 2019 | Q3 2023 | 22 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 21 | 21 | 0.01% | 0.09% | 0.39% | Q2 2013 | Q2 2018 | 22 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22 | 22 | 0.40% | 0.67% | 0.94% | Q2 2018 | Q3 2023 | 22 |
PICTON MAHONEY ASSET MANAGEMENT | 10 | 2 | 0.00% | 0.25% | 1.55% | Q2 2013 | Q2 2020 | 22 |
Asset Dedication, LLC | 18 | 1 | 0.00% | 0.04% | 0.52% | Q4 2015 | Q3 2023 | 22 |
CREDIT AGRICOLE S A | 20 | 2 | 0.00% | 0.02% | 0.09% | Q2 2013 | Q4 2020 | 22 |
PFG Advisors | 20 | 2 | 0.14% | 0.49% | 1.15% | Q4 2017 | Q3 2023 | 22 |
Pine River Capital Management L.P. | 11 | 11 | 0.03% | 0.06% | 0.18% | Q2 2013 | Q4 2015 | 22 |
Strategic Wealth Partners, Ltd. | 22 | 22 | 0.50% | 2.15% | 3.72% | Q4 2017 | Q1 2023 | 22 |
Csenge Advisory Group | 18 | 4 | 0.07% | 0.89% | 1.55% | Q4 2017 | Q3 2023 | 22 |
COHEN & STEERS, INC. | 9 | 2 | 0.00% | 0.01% | 0.03% | Q1 2015 | Q3 2023 | 22 |
RPg Family Wealth Advisory, LLC | 16 | 1 | 0.03% | 0.36% | 1.12% | Q4 2015 | Q4 2022 | 22 |
LOOMIS SAYLES & CO L P | 17 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 22 |
SECURITY NATIONAL TRUST CO | 17 | 1 | 0.00% | 0.12% | 0.34% | Q2 2013 | Q2 2021 | 22 |
CAMDEN NATIONAL BANK | 22 | 22 | 0.08% | 0.13% | 0.16% | Q2 2018 | Q3 2023 | 22 |
BAR HARBOR WEALTH MANAGEMENT | 11 | 2 | 0.02% | 0.13% | 0.47% | Q1 2013 | Q2 2022 | 22 |
Allen Capital Group, LLC | 12 | 3 | 0.04% | 0.09% | 0.22% | Q4 2017 | Q3 2023 | 22 |
Certified Advisory Corp | 11 | 11 | 0.18% | 0.25% | 0.44% | Q4 2017 | Q3 2023 | 22 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 9 | 3 | 0.00% | 0.05% | 0.71% | Q3 2020 | Q3 2023 | 22 |
MACQUARIE GROUP LTD | 13 | 1 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q4 2020 | 22 |
Financial Advocates Investment Management | 21 | 1 | 0.57% | 1.26% | 2.11% | Q4 2017 | Q3 2023 | 22 |
Thomasville National Bank | 10 | 1 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 22 |
Sheaff Brock Investment Advisors, LLC | 9 | 2 | 0.02% | 0.03% | 0.11% | Q4 2015 | Q3 2023 | 22 |
Estate Counselors, LLC | 12 | 1 | 0.02% | 1.19% | 3.82% | Q2 2013 | Q3 2023 | 22 |
FinTrust Capital Advisors, LLC | 20 | 20 | 0.00% | 0.26% | 2.14% | Q4 2018 | Q3 2023 | 22 |
Mader & Shannon Wealth Management, Inc. | 20 | 1 | 9.29% | 14.87% | 20.90% | Q3 2015 | Q3 2023 | 22 |
U S GLOBAL INVESTORS INC | 9 | 1 | 0.00% | 0.74% | 6.99% | Q2 2013 | Q1 2023 | 22 |
GAMCO INVESTORS, INC. ET AL | 18 | 2 | 0.00% | 0.05% | 0.09% | Q4 2013 | Q3 2023 | 22 |
Rain Capital Management, LLC | 17 | 4 | 0.00% | 0.03% | 0.11% | Q4 2015 | Q3 2023 | 21 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 21 | 21 | 0.06% | 0.15% | 0.78% | Q4 2015 | Q4 2020 | 21 |
SIMPLEX TRADING, LLC | 8 | 1 | 0.00% | 0.27% | 2.54% | Q3 2015 | Q3 2023 | 21 |
Emery Howard Portfolio Management, Inc. | 15 | 6 | 0.03% | 0.17% | 0.56% | Q2 2013 | Q4 2021 | 21 |
Pendal Group Ltd | 21 | 21 | 0.01% | 0.02% | 0.03% | Q4 2017 | Q4 2022 | 21 |
TD Ameritrade Trust Co | 21 | 21 | 0.02% | 0.99% | 3.15% | Q1 2014 | Q1 2019 | 21 |
STRATEGIC INVESTMENT MANAGEMENT, LLC | 21 | 21 | 0.35% | 5.83% | 16.68% | Q3 2018 | Q3 2023 | 21 |
Elgethun Capital Management | 21 | 21 | 0.05% | 0.17% | 0.41% | Q4 2016 | Q4 2021 | 21 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 15 | 6 | 0.31% | 0.58% | 1.32% | Q2 2013 | Q4 2019 | 21 |
PROFFITT & GOODSON INC | 21 | 21 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Kalos Management, Inc. | 10 | 1 | 0.03% | 0.34% | 1.31% | Q4 2015 | Q1 2023 | 21 |
Clear Perspective Advisors, LLC | 21 | 21 | 0.03% | 0.28% | 0.47% | Q4 2016 | Q4 2021 | 21 |
Maryland Capital Management | 13 | 2 | 0.04% | 0.16% | 0.31% | Q2 2013 | Q3 2022 | 21 |
Capital Wealth Planning, LLC | 18 | 1 | 0.03% | 0.13% | 0.30% | Q2 2014 | Q3 2023 | 21 |
Glenview Trust Co | 13 | 1 | 0.01% | 0.02% | 0.04% | Q4 2010 | Q3 2023 | 21 |
Avestar Capital, LLC | 19 | 2 | 0.00% | 0.73% | 3.64% | Q4 2017 | Q1 2023 | 21 |
KLINGENSTEIN FIELDS & CO LP | 15 | 1 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 21 |
Canton Hathaway, LLC | 21 | 21 | 0.28% | 1.18% | 2.07% | Q3 2018 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.09% | 0.21% | 0.51% | Q1 2017 | Q3 2023 | 21 |
Private Wealth Advisors, LLC | 16 | 16 | 0.02% | 6.39% | 17.14% | Q4 2019 | Q3 2023 | 21 |
BBT Capital Management, LLC | 20 | 20 | 0.42% | 1.01% | 1.72% | Q2 2013 | Q1 2018 | 21 |
CreativeOne Wealth, LLC | 21 | 21 | 0.08% | 0.13% | 0.21% | Q3 2018 | Q3 2023 | 21 |
Westover Capital Advisors, LLC | 17 | 2 | 1.91% | 2.99% | 4.83% | Q2 2013 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.05% | 0.09% | 0.17% | Q4 2017 | Q4 2022 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.06% | 0.15% | 0.54% | Q3 2018 | Q3 2023 | 21 |
CMT Asset Management Ltd | 7 | 1 | 0.06% | 0.65% | 2.10% | Q1 2013 | Q1 2017 | 21 |
Northstar Group, Inc. | 20 | 1 | 0.08% | 0.21% | 0.50% | Q4 2014 | Q2 2020 | 21 |
Steinberg Global Asset Management | 18 | 1 | 0.03% | 0.21% | 1.29% | Q2 2013 | Q1 2019 | 21 |
PREMIER ASSET MANAGEMENT LLC | 21 | 21 | 0.07% | 0.11% | 0.26% | Q4 2016 | Q4 2021 | 21 |
CATAWBA CAPITAL MANAGEMENT /VA | 21 | 21 | 0.10% | 0.12% | 0.14% | Q2 2013 | Q2 2018 | 21 |
Heritage Wealth Advisors | 21 | 21 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 21 |
New Harbor Financial Group, LLC | 14 | 14 | 0.03% | 1.24% | 5.99% | Q2 2013 | Q3 2016 | 21 |
Israel Discount Bank of New York | 17 | 4 | 0.16% | 0.68% | 1.29% | Q1 2017 | Q2 2022 | 21 |
Linscomb & Williams, Inc. | 16 | 1 | 0.01% | 0.04% | 0.06% | Q2 2013 | Q3 2023 | 21 |
SALEM INVESTMENT COUNSELORS INC | 18 | 3 | 0.00% | 0.02% | 0.19% | Q2 2013 | Q3 2023 | 21 |
OmniStar Financial Group, Inc. | 13 | 2 | 0.22% | 1.52% | 5.62% | Q4 2017 | Q3 2023 | 21 |
Foundations Investment Advisors, LLC | 13 | 8 | 0.01% | 1.97% | 13.11% | Q2 2018 | Q3 2023 | 21 |
Loudon Investment Management, LLC | 21 | 21 | 0.20% | 0.25% | 0.35% | Q4 2013 | Q4 2018 | 21 |
MOON CAPITAL MANAGEMENT LP | 10 | 3 | 13.21% | 31.23% | 76.07% | Q2 2013 | Q4 2021 | 21 |
WINDWARD CAPITAL MANAGEMENT CO /CA | 21 | 21 | 0.64% | 0.95% | 1.57% | Q2 2013 | Q2 2018 | 21 |
Prime Capital Investment Advisors, LLC | 18 | 1 | 0.02% | 0.43% | 2.94% | Q4 2017 | Q3 2023 | 21 |
Syntal Capital Partners, LLC | 7 | 1 | 0.08% | 0.31% | 1.19% | Q1 2014 | Q3 2023 | 21 |
SPROTT INC. | 12 | 1 | 0.00% | 0.28% | 5.18% | Q2 2013 | Q3 2023 | 21 |
FIRST BUSINESS FINANCIAL SERVICES, INC. | 19 | 2 | 0.04% | 0.07% | 0.17% | Q2 2013 | Q3 2023 | 21 |
Quantitative Investment Management, LLC | 4 | 1 | 0.19% | 3.47% | 11.68% | Q2 2013 | Q2 2023 | 20 |
Gladstone Institutional Advisory LLC | 20 | 20 | 0.25% | 0.41% | 0.70% | Q4 2018 | Q3 2023 | 20 |
PARK AVENUE SECURITIES LLC | 20 | 20 | 0.01% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 20 |
Archer Investment Corp | 20 | 20 | 0.18% | 0.26% | 0.34% | Q4 2018 | Q3 2023 | 20 |
Centerstone Investors, LLC | 20 | 20 | 6.19% | 15.35% | 23.05% | Q4 2018 | Q3 2023 | 20 |
GYL FINANCIAL SYNERGIES, LLC | 20 | 20 | 0.04% | 0.15% | 0.24% | Q4 2018 | Q3 2023 | 20 |
DOLIVER ADVISORS, LP | 19 | 1 | 0.08% | 0.19% | 0.36% | Q4 2018 | Q4 2023 | 20 |
Sentry Investments Corp. | 20 | 20 | 0.01% | 0.17% | 0.44% | Q2 2013 | Q1 2018 | 20 |
Grandview Asset Management LLC | 20 | 20 | 0.36% | 0.80% | 4.06% | Q4 2018 | Q3 2023 | 20 |
CHESAPEAKE ASSET MANAGEMENT LLC | 14 | 6 | 0.40% | 1.61% | 5.05% | Q2 2013 | Q3 2018 | 20 |
Cumberland Partners Ltd | 17 | 3 | 0.02% | 0.41% | 0.83% | Q2 2018 | Q3 2023 | 20 |
COMPTON CAPITAL MANAGEMENT INC /RI | 20 | 20 | 0.10% | 0.17% | 0.25% | Q2 2013 | Q1 2018 | 20 |
Lindbrook Capital, LLC | 20 | 20 | 0.04% | 0.09% | 0.22% | Q4 2018 | Q3 2023 | 20 |
GW HENSSLER & ASSOCIATES LTD | 8 | 1 | 0.03% | 0.05% | 0.07% | Q2 2013 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.12% | 0.21% | 0.39% | Q4 2018 | Q3 2023 | 20 |
Maple Capital Management, Inc. | 10 | 1 | 0.08% | 0.12% | 0.18% | Q2 2013 | Q3 2018 | 20 |
Larson Financial Group LLC | 20 | 20 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 20 |
Fernwood Investment Management, LLC | 14 | 6 | 0.08% | 0.12% | 0.24% | Q4 2013 | Q3 2023 | 20 |
TRUST CO OF TOLEDO NA /OH/ | 11 | 2 | 0.04% | 0.09% | 0.14% | Q2 2013 | Q4 2023 | 20 |
Hillcrest Wealth Advisors - NY, LLC | 20 | 20 | 0.26% | 0.31% | 0.45% | Q4 2018 | Q3 2023 | 20 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 20 | 20 | 0.02% | 0.25% | 0.63% | Q4 2014 | Q3 2019 | 20 |
Raab & Moskowitz Asset Management LLC | 10 | 1 | 0.01% | 0.14% | 0.28% | Q4 2013 | Q3 2022 | 20 |
COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 18 | 2 | 0.02% | 0.12% | 0.21% | Q4 2017 | Q3 2023 | 20 |
BAHL & GAYNOR INC | 20 | 20 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2018 | 20 |
First PREMIER Bank | 15 | 5 | 0.01% | 0.41% | 2.45% | Q4 2015 | Q3 2023 | 20 |
Hodges Capital Management Inc. | 18 | 2 | 0.01% | 0.18% | 0.65% | Q1 2014 | Q3 2023 | 20 |
THOROUGHBRED FINANCIAL SERVICES, LLC | 20 | 20 | 0.08% | 0.23% | 0.50% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.28% | 0.51% | 0.77% | Q4 2017 | Q3 2022 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.24% | 0.32% | 0.42% | Q3 2017 | Q2 2022 | 20 |
Marketfield Asset Management LLC | 20 | 20 | 0.33% | 0.67% | 1.39% | Q4 2018 | Q3 2023 | 20 |
LFA - Lugano Financial Advisors SA | 16 | 4 | 0.07% | 3.31% | 7.80% | Q3 2018 | Q3 2023 | 20 |
MANCHESTER FINANCIAL INC | 20 | 20 | 0.10% | 0.16% | 0.28% | Q4 2018 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.01% | 0.03% | 0.41% | Q4 2018 | Q3 2023 | 20 |
DENVER INVESTMENT ADVISORS LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2018 | 20 |
WealthBridge Capital Management, LLC | 20 | 20 | 0.30% | 0.84% | 1.21% | Q4 2018 | Q3 2023 | 20 |
Beacon Pointe Advisors, LLC | 20 | 20 | 0.08% | 0.20% | 0.39% | Q4 2018 | Q3 2023 | 20 |
Old Port Advisors | 18 | 1 | 0.10% | 0.16% | 0.24% | Q2 2018 | Q3 2023 | 20 |
Pensionmark Financial Group, LLC | 20 | 20 | 0.13% | 0.20% | 0.35% | Q4 2018 | Q3 2023 | 20 |
Wealthspire Advisors, L.P. | 20 | 20 | 0.07% | 0.29% | 0.75% | Q4 2015 | Q3 2020 | 20 |
Aspire Private Capital, LLC | 20 | 20 | 0.00% | 0.79% | 1.97% | Q4 2018 | Q3 2023 | 20 |
Smith & Howard Wealth Management, LLC | 20 | 20 | 0.11% | 0.19% | 0.31% | Q4 2018 | Q3 2023 | 20 |
Executive Wealth Management, LLC | 20 | 20 | 0.07% | 0.55% | 1.20% | Q4 2018 | Q3 2023 | 20 |
Sepio Capital, LP | 20 | 20 | 0.07% | 0.28% | 0.43% | Q4 2018 | Q3 2023 | 20 |
Pettinga Financial Advisors LLC | 20 | 20 | 2.48% | 4.02% | 7.05% | Q4 2018 | Q3 2023 | 20 |
Aspen Investment Management Inc | 18 | 1 | 0.17% | 0.21% | 0.36% | Q3 2014 | Q2 2021 | 20 |
Johanson Financial Advisors, Inc. | 20 | 20 | 0.19% | 0.34% | 0.73% | Q1 2017 | Q4 2021 | 20 |
State of New Jersey Common Pension Fund D | 20 | 20 | 0.02% | 0.24% | 0.50% | Q2 2014 | Q1 2019 | 20 |
Family Management Corp | 15 | 1 | 0.08% | 0.25% | 1.12% | Q2 2013 | Q3 2023 | 20 |
Klingman & Associates, LLC | 14 | 1 | 0.00% | 0.03% | 0.05% | Q4 2014 | Q3 2023 | 20 |
Princeton Global Asset Management LLC | 20 | 20 | 0.66% | 1.28% | 2.16% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.31% | 0.39% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Hamilton Wealth, LLC | 20 | 20 | 2.70% | 4.01% | 5.85% | Q4 2018 | Q3 2023 | 20 |
PRW Wealth Management LLC | 20 | 20 | 0.25% | 1.23% | 6.35% | Q4 2018 | Q3 2023 | 20 |
FIRST TRUST ADVISORS LP | 19 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2021 | 20 |
Cornerstone Wealth Group, LLC | 19 | 19 | 0.00% | 0.97% | 4.41% | Q1 2019 | Q3 2023 | 20 |
ELEMENT POINTE ADVISORS, LLC | 20 | 20 | 0.22% | 2.74% | 5.57% | Q4 2018 | Q3 2023 | 20 |
Claro Advisors LLC | 20 | 20 | 0.13% | 0.22% | 0.36% | Q4 2018 | Q3 2023 | 20 |
CAPITAL MANAGEMENT ASSOCIATES /NY/ | 20 | 20 | 0.39% | 0.67% | 1.17% | Q2 2013 | Q1 2018 | 20 |
Magnus Financial Group LLC | 20 | 20 | 0.05% | 0.17% | 0.30% | Q4 2018 | Q3 2023 | 20 |
Lincoln Capital LLC | 10 | 10 | 0.16% | 0.30% | 0.64% | Q3 2018 | Q3 2023 | 20 |
Arkos Global Advisors | 20 | 20 | 2.47% | 3.96% | 5.32% | Q4 2018 | Q3 2023 | 20 |
Tidal Investments LLC | 20 | 20 | 0.09% | 0.85% | 2.54% | Q4 2018 | Q3 2023 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.20% | 0.28% | 0.37% | Q4 2018 | Q3 2023 | 20 |
AVANTAX ADVISORY SERVICES, INC. | 20 | 20 | 0.09% | 0.22% | 0.46% | Q4 2018 | Q3 2023 | 20 |
Granite Point Capital Management, L.P. | 7 | 2 | 0.20% | 2.41% | 10.74% | Q2 2016 | Q3 2022 | 20 |
Fore Capital, LLC | 6 | 1 | 0.60% | 19.16% | 78.44% | Q4 2017 | Q3 2023 | 20 |
DF DENT & CO INC | 18 | 2 | 0.00% | 0.00% | 0.01% | Q2 2016 | Q3 2023 | 20 |
Private Portfolio Partners LLC | 20 | 20 | 0.23% | 0.29% | 0.42% | Q4 2018 | Q3 2023 | 20 |
Trellus Management Company, LLC | 4 | 1 | 0.81% | 5.70% | 12.54% | Q2 2013 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.17% | 0.82% | 1.64% | Q4 2018 | Q3 2023 | 20 |
WealthTrust-Arizona, LLC | 11 | 8 | 0.01% | 0.08% | 0.29% | Q2 2013 | Q4 2018 | 19 |
Wolff Financial Management LLC | 10 | 9 | 0.12% | 0.29% | 0.59% | Q4 2018 | Q3 2023 | 19 |
Glassman Wealth Services | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2016 | Q3 2023 | 19 |
Beirne Wealth Consulting Services, LLC | 16 | 3 | 0.37% | 1.47% | 3.46% | Q4 2018 | Q3 2023 | 19 |
TOWNSQUARE CAPITAL LLC | 13 | 6 | 0.01% | 0.15% | 0.64% | Q4 2018 | Q3 2023 | 19 |
Evolution Wealth Advisors, LLC | 17 | 2 | 2.03% | 3.88% | 7.48% | Q4 2018 | Q3 2023 | 19 |
Institute for Wealth Management, LLC. | 17 | 1 | 0.05% | 0.07% | 0.15% | Q1 2014 | Q3 2023 | 19 |
ADAMS NATURAL RESOURCES FUND, INC. | 19 | 19 | 0.57% | 0.70% | 0.93% | Q2 2013 | Q4 2017 | 19 |
K2 PRINCIPAL FUND, L.P. | 8 | 1 | 0.04% | 1.21% | 3.51% | Q4 2014 | Q1 2023 | 19 |
CIDEL ASSET MANAGEMENT INC | 19 | 19 | 0.10% | 0.13% | 0.29% | Q1 2019 | Q3 2023 | 19 |
Richard Bernstein Advisors LLC | 10 | 1 | 0.00% | 0.44% | 1.58% | Q1 2016 | Q2 2021 | 19 |
Biltmore Wealth Management, LLC | 19 | 19 | 1.49% | 2.25% | 3.18% | Q1 2019 | Q3 2023 | 19 |
FCM INVESTMENTS/TX | 19 | 19 | 14.04% | 20.64% | 38.78% | Q2 2013 | Q4 2017 | 19 |
ROCKEFELLER FINANCIAL SERVICES INC | 19 | 19 | 0.05% | 0.07% | 0.10% | Q2 2013 | Q4 2017 | 19 |
IFC Holdings Incorporated/FL | 19 | 19 | 0.10% | 0.22% | 0.64% | Q2 2013 | Q4 2017 | 19 |
Crestwood Advisors Group, LLC | 18 | 1 | 0.01% | 0.17% | 0.45% | Q1 2017 | Q3 2023 | 19 |
Sutton Wealth Advisors Inc. | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
WealthNavi Inc. | 19 | 19 | 4.04% | 6.69% | 8.54% | Q1 2019 | Q3 2023 | 19 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 19 | 19 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2017 | 19 |
Paradigm Financial Advisors, LLC | 16 | 1 | 0.05% | 0.12% | 0.17% | Q1 2014 | Q4 2021 | 19 |
Bluefin Trading, LLC | 7 | 1 | 0.00% | 0.28% | 1.29% | Q2 2013 | Q2 2020 | 19 |
BOENNING & SCATTERGOOD, INC. | 19 | 19 | 0.08% | 0.14% | 0.21% | Q2 2018 | Q4 2022 | 19 |
Salomon & Ludwin, LLC | 13 | 6 | 0.00% | 0.06% | 0.11% | Q4 2018 | Q3 2023 | 19 |
Harvest Investment Services, LLC | 15 | 4 | 0.16% | 0.78% | 3.02% | Q4 2018 | Q3 2023 | 19 |
G&S Capital LLC | 17 | 17 | 0.05% | 1.39% | 2.50% | Q3 2019 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.22% | 0.40% | 0.62% | Q1 2019 | Q3 2023 | 19 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 19 | 19 | 0.07% | 0.23% | 0.65% | Q3 2014 | Q1 2019 | 19 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 4 | 0.02% | 0.06% | 0.18% | Q2 2013 | Q3 2023 | 19 |
BAINCO INTERNATIONAL INVESTORS | 19 | 19 | 0.98% | 2.09% | 3.30% | Q2 2016 | Q4 2020 | 19 |
BOSTON ADVISORS LLC | 14 | 5 | 0.01% | 0.20% | 0.59% | Q2 2014 | Q3 2019 | 19 |
Meridian Wealth Advisors, LLC | 18 | 1 | 0.15% | 0.43% | 1.00% | Q4 2018 | Q3 2023 | 19 |
AMERICAN NATIONAL BANK | 17 | 2 | 0.00% | 0.04% | 0.07% | Q3 2014 | Q3 2023 | 19 |
WADDELL & REED FINANCIAL INC | 9 | 2 | 0.01% | 0.10% | 0.21% | Q2 2013 | Q1 2021 | 19 |
INVESTMENT PARTNERS, LTD. | 10 | 1 | 0.11% | 0.27% | 0.50% | Q1 2016 | Q3 2023 | 19 |
COMERICA SECURITIES,INC. | 19 | 19 | 0.18% | 0.31% | 0.41% | Q1 2019 | Q3 2023 | 19 |
IRON Financial LLC | 16 | 1 | 0.11% | 0.24% | 0.46% | Q4 2013 | Q4 2021 | 19 |
ROPES WEALTH ADVISORS LLC | 9 | 1 | 0.00% | 0.31% | 0.84% | Q3 2016 | Q3 2023 | 19 |
HARBOUR INVESTMENT MANAGEMENT LLC | 17 | 2 | 0.11% | 0.16% | 0.28% | Q2 2013 | Q1 2023 | 19 |
Western Wealth Management, LLC | 11 | 8 | 0.23% | 0.45% | 0.95% | Q4 2018 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 19 |
STELLIAM INVESTMENT MANAGEMENT, LP | 7 | 2 | 1.22% | 3.35% | 8.14% | Q1 2014 | Q2 2018 | 19 |
Aevitas Wealth Management, Inc. | 19 | 19 | 0.00% | 3.81% | 8.50% | Q4 2017 | Q2 2022 | 19 |
United Capital Management of KS, Inc. | 19 | 19 | 0.08% | 0.22% | 0.38% | Q3 2018 | Q1 2023 | 19 |
Efficient Advisors, LLC | 14 | 2 | 0.02% | 0.18% | 0.35% | Q3 2017 | Q2 2023 | 19 |
RB Capital Management, LLC | 7 | 6 | 0.01% | 0.17% | 0.42% | Q4 2016 | Q3 2023 | 19 |
Ruffer LLP | 16 | 3 | 0.01% | 0.02% | 0.05% | Q3 2018 | Q2 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.02% | 0.16% | 0.37% | Q1 2019 | Q3 2023 | 19 |
Windsor Capital Management, LLC | 12 | 7 | 0.11% | 0.47% | 0.93% | Q2 2013 | Q3 2023 | 19 |
MONETA GROUP INVESTMENT ADVISORS LLC | 15 | 1 | 0.00% | 0.02% | 0.05% | Q3 2015 | Q3 2023 | 19 |
DEARBORN PARTNERS LLC | 18 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2023 | 19 |
Wealthstar Advisors, LLC | 10 | 8 | 0.00% | 0.51% | 2.10% | Q2 2018 | Q3 2023 | 19 |
Dougherty Wealth Advisers LLC | 17 | 2 | 0.02% | 0.05% | 0.08% | Q4 2018 | Q3 2023 | 19 |
Mascoma Wealth Management LLC | 11 | 1 | 0.01% | 0.03% | 0.11% | Q4 2016 | Q1 2023 | 19 |
Stelac Advisory Services LLC | 6 | 1 | 0.04% | 0.30% | 2.20% | Q1 2017 | Q3 2023 | 19 |
Tennessee Valley Asset Management Partners | 10 | 9 | 0.10% | 0.39% | 0.87% | Q4 2018 | Q3 2023 | 19 |
Truvestments Capital LLC | 8 | 2 | 0.03% | 0.09% | 0.27% | Q2 2018 | Q3 2023 | 19 |
Providence Wealth Advisors, LLC | 15 | 4 | 0.25% | 0.88% | 1.36% | Q2 2018 | Q1 2023 | 19 |
Weaver Consulting Group | 19 | 19 | 0.49% | 1.06% | 1.57% | Q1 2019 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.08% | 0.12% | Q3 2018 | Q3 2023 | 19 |
COWEN INC. | 8 | 1 | 0.01% | 0.12% | 0.45% | Q1 2013 | Q2 2019 | 19 |
TSFG, LLC | 19 | 19 | 0.07% | 0.16% | 0.24% | Q1 2019 | Q3 2023 | 19 |
Weaver C. Barksdale & Associates, Inc. | 19 | 19 | 0.03% | 0.04% | 0.08% | Q2 2013 | Q4 2017 | 19 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 1 | 0.03% | 0.15% | 0.53% | Q2 2014 | Q3 2023 | 19 |
WealthPLAN Partners, LLC | 8 | 1 | 0.01% | 0.07% | 0.28% | Q1 2015 | Q4 2023 | 19 |
Brightworth | 18 | 1 | 0.03% | 0.14% | 0.52% | Q3 2017 | Q3 2022 | 19 |
First National Bank of South Miami | 19 | 19 | 0.01% | 0.13% | 0.20% | Q4 2018 | Q2 2023 | 19 |
INVESTMENT CENTERS OF AMERICA INC | 18 | 18 | 0.13% | 0.39% | 0.87% | Q2 2013 | Q3 2017 | 18 |
HEADINVEST, LLC | 17 | 1 | 0.11% | 0.18% | 0.24% | Q2 2015 | Q3 2023 | 18 |
JMG Financial Group, Ltd. | 10 | 2 | 0.01% | 0.06% | 0.29% | Q2 2013 | Q3 2023 | 18 |
LAKEWOOD CAPITAL MANAGEMENT, LP | 16 | 2 | 0.12% | 0.57% | 1.91% | Q1 2016 | Q4 2020 | 18 |
PERRITT CAPITAL MANAGEMENT INC | 10 | 4 | 0.01% | 0.08% | 0.22% | Q1 2015 | Q3 2023 | 18 |
Calamos Wealth Management LLC | 18 | 18 | 0.05% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
CERTUITY, LLC | 16 | 16 | 0.03% | 0.40% | 0.84% | Q4 2019 | Q3 2023 | 18 |
SEARLE & CO. | 11 | 1 | 0.10% | 0.20% | 0.71% | Q4 2014 | Q3 2022 | 18 |
SHEPHERD KAPLAN KROCHUK, LLC | 18 | 18 | 0.12% | 0.24% | 0.60% | Q4 2018 | Q1 2023 | 18 |
Avidian Wealth Solutions, LLC | 17 | 17 | 0.06% | 0.29% | 0.71% | Q3 2019 | Q3 2023 | 18 |
SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | 17 | 17 | 0.19% | 0.30% | 0.68% | Q4 2018 | Q4 2022 | 18 |
OppenheimerFunds, Inc. | 18 | 18 | 0.01% | 0.08% | 0.13% | Q2 2013 | Q3 2017 | 18 |
NATIONAL PLANNING CORP | 18 | 18 | 0.22% | 0.48% | 0.87% | Q2 2013 | Q3 2017 | 18 |
Sound View Wealth Advisors Group, LLC | 18 | 18 | 0.10% | 0.15% | 0.28% | Q2 2019 | Q3 2023 | 18 |
RDA Financial Network | 14 | 4 | 0.08% | 0.32% | 0.47% | Q1 2019 | Q3 2023 | 18 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 11 | 7 | 0.02% | 0.09% | 0.33% | Q1 2019 | Q3 2023 | 18 |
LIBERTY WEALTH MANAGEMENT LLC | 12 | 3 | 0.05% | 0.08% | 0.12% | Q4 2018 | Q3 2023 | 18 |
London & Capital Asset Management Ltd | 18 | 18 | 0.20% | 4.48% | 11.13% | Q2 2019 | Q3 2023 | 18 |
Human Investing LLC | 10 | 1 | 0.01% | 0.03% | 0.06% | Q4 2018 | Q3 2023 | 18 |
ARGI Investment Services, LLC | 8 | 2 | 0.01% | 0.03% | 0.10% | Q2 2013 | Q4 2022 | 18 |
BURNEY CO/ | 6 | 1 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 18 |
Banco BTG Pactual S.A. | 6 | 1 | 0.00% | 4.25% | 20.12% | Q1 2016 | Q3 2023 | 18 |
LOGAN CAPITAL MANAGEMENT INC | 18 | 18 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
NatWest Group plc | 18 | 18 | 0.02% | 0.25% | 1.01% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.05% | 0.23% | 0.42% | Q2 2013 | Q3 2014 | 18 |
Baystate Wealth Management LLC | 10 | 1 | 0.00% | 0.01% | 0.03% | Q1 2018 | Q3 2023 | 18 |
Brio Consultants, LLC | 18 | 18 | 0.05% | 1.97% | 3.83% | Q4 2018 | Q1 2023 | 18 |
MinichMacGregor Wealth Management, LLC | 13 | 1 | 0.01% | 1.35% | 6.33% | Q4 2015 | Q3 2023 | 18 |
BOURGEON CAPITAL MANAGEMENT LLC | 18 | 18 | 0.00% | 0.16% | 0.44% | Q2 2019 | Q3 2023 | 18 |
BTG Pactual Global Asset Management Ltd | 7 | 1 | 0.05% | 1.48% | 6.67% | Q1 2020 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2022 | 18 |
GAMBLE JONES INVESTMENT COUNSEL | 15 | 3 | 0.02% | 0.09% | 0.18% | Q2 2013 | Q1 2018 | 18 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.12% | 0.54% | Q3 2013 | Q2 2017 | 18 |
James Hambro & Partners | 17 | 1 | 0.42% | 1.16% | 1.45% | Q1 2019 | Q3 2023 | 18 |
STRATEGIC CAPITAL ADVISERS, INC. | 13 | 5 | 1.34% | 2.60% | 3.24% | Q4 2017 | Q2 2022 | 18 |
DAVIDSON & GARRARD INC | 18 | 18 | 0.12% | 0.34% | 1.21% | Q2 2013 | Q3 2017 | 18 |
Alexandria Capital, LLC | 8 | 4 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2021 | 18 |
BAKER BOYER NATIONAL BANK | 18 | 18 | 0.49% | 0.84% | 1.27% | Q4 2013 | Q1 2018 | 18 |
Biechele Royce Advisors | 12 | 6 | 0.11% | 0.22% | 1.60% | Q4 2017 | Q1 2023 | 18 |
LifePlan Financial Group, Inc | 11 | 3 | 0.03% | 0.15% | 1.00% | Q2 2013 | Q3 2020 | 18 |
Aries Wealth Management | 12 | 6 | 0.16% | 0.45% | 0.82% | Q1 2019 | Q3 2023 | 18 |
WealthShield Partners, LLC | 9 | 2 | 0.05% | 0.39% | 2.03% | Q4 2017 | Q3 2023 | 18 |
Quadrant Private Wealth Management, LLC | 12 | 1 | 0.09% | 0.19% | 0.40% | Q4 2017 | Q3 2023 | 18 |
Prism Advisors, Inc. | 18 | 18 | 0.08% | 0.10% | 0.14% | Q2 2019 | Q3 2023 | 18 |
ALBION FINANCIAL GROUP /UT | 10 | 1 | 0.02% | 0.04% | 0.06% | Q3 2013 | Q3 2023 | 18 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 18 | 18 | 0.11% | 0.15% | 0.20% | Q4 2015 | Q1 2020 | 18 |
VICTORY CAPITAL MANAGEMENT INC | 14 | 4 | 0.00% | 0.05% | 0.16% | Q3 2016 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.08% | 0.14% | 0.29% | Q2 2019 | Q3 2023 | 18 |
HM PAYSON & CO | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Fusion Family Wealth LLC | 18 | 18 | 0.00% | 0.03% | 0.14% | Q4 2016 | Q1 2021 | 18 |
Sitrin Capital Management LLC | 18 | 18 | 0.31% | 0.47% | 0.91% | Q4 2015 | Q1 2020 | 18 |
Centiva Capital, LP | 5 | 1 | 0.01% | 0.29% | 1.27% | Q3 2018 | Q3 2023 | 18 |
Grove Bank & Trust | 15 | 3 | 0.00% | 0.10% | 0.58% | Q1 2016 | Q2 2023 | 18 |
PATTON FUND MANAGEMENT, INC. | 18 | 18 | 0.39% | 1.15% | 1.96% | Q2 2019 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.22% | 0.40% | 0.80% | Q2 2013 | Q3 2017 | 18 |
SII INVESTMENTS INC/WI | 17 | 1 | 0.06% | 0.17% | 0.47% | Q2 2013 | Q4 2017 | 18 |
Vectors Research Management, LLC | 17 | 17 | 0.06% | 0.15% | 1.12% | Q3 2018 | Q3 2022 | 17 |
Wealthspire Advisors, LLC | 16 | 1 | 0.01% | 0.13% | 0.22% | Q4 2018 | Q3 2023 | 17 |
Financial Gravity Asset Management, Inc. | 12 | 2 | 0.00% | 0.03% | 0.14% | Q1 2018 | Q3 2023 | 17 |
Autus Asset Management, LLC | 11 | 6 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q4 2022 | 17 |
Capula Management Ltd | 4 | 1 | 0.03% | 5.11% | 32.52% | Q1 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.37% | 0.78% | 1.25% | Q2 2013 | Q2 2017 | 17 |
WINMILL & CO. INC | 17 | 17 | 0.28% | 0.42% | 0.73% | Q3 2019 | Q3 2023 | 17 |
Arkadios Wealth Advisors | 16 | 16 | 0.00% | 0.43% | 1.06% | Q4 2019 | Q3 2023 | 17 |
CARL DOMINO INC | 16 | 1 | 0.17% | 0.23% | 0.34% | Q2 2013 | Q3 2017 | 17 |
RONALD BLUE & CO LLC | 17 | 17 | 0.02% | 0.06% | 0.21% | Q2 2013 | Q2 2017 | 17 |
Birch Hill Investment Advisors LLC | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
Ellevest, Inc. | 16 | 1 | 0.00% | 0.02% | 0.04% | Q4 2018 | Q1 2023 | 17 |
TimeScale Financial, Inc. | 17 | 17 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q2 2023 | 17 |
PITTENGER & ANDERSON INC | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2020 | 17 |
Cerity Partners LLC | 17 | 17 | 0.01% | 0.48% | 0.89% | Q3 2019 | Q3 2023 | 17 |
BEACON TRUST CO | 17 | 17 | 0.15% | 0.38% | 1.59% | Q1 2013 | Q1 2017 | 17 |
NAVELLIER & ASSOCIATES INC | 9 | 1 | 0.04% | 0.12% | 0.47% | Q3 2012 | Q3 2023 | 17 |
Financial Enhancement Group LLC | 10 | 1 | 0.00% | 0.05% | 0.29% | Q2 2016 | Q3 2023 | 17 |
Pointe Capital Management LLC | 14 | 3 | 0.14% | 0.96% | 1.71% | Q1 2015 | Q3 2023 | 17 |
DeDora Capital, Inc. | 17 | 17 | 0.34% | 0.39% | 0.48% | Q3 2019 | Q3 2023 | 17 |
CAPE COD FIVE CENTS SAVINGS BANK | 9 | 1 | 0.03% | 0.18% | 0.60% | Q2 2013 | Q3 2023 | 17 |
HORIZON KINETICS ASSET MANAGEMENT LLC | 17 | 17 | 0.01% | 0.04% | 0.24% | Q3 2019 | Q3 2023 | 17 |
Joseph P. Lucia & Associates, LLC | 17 | 17 | 0.02% | 0.33% | 0.99% | Q2 2019 | Q2 2023 | 17 |
Nelson Capital Management, LLC | 16 | 1 | 0.18% | 0.26% | 0.40% | Q3 2017 | Q3 2023 | 17 |
Trek Financial, LLC | 17 | 17 | 0.04% | 0.46% | 1.42% | Q3 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.04% | 0.09% | 0.44% | Q3 2019 | Q3 2023 | 17 |
LAKE STREET PRIVATE WEALTH, LLC | 17 | 17 | 0.45% | 1.53% | 3.46% | Q3 2019 | Q3 2023 | 17 |
Madrona Financial Services, LLC | 17 | 17 | 0.15% | 0.83% | 2.07% | Q3 2019 | Q3 2023 | 17 |
Baker Avenue Asset Management, LP | 14 | 2 | 0.01% | 0.04% | 0.19% | Q3 2013 | Q3 2023 | 17 |
Bull Street Advisors, LLC | 17 | 17 | 0.15% | 0.18% | 0.24% | Q3 2019 | Q3 2023 | 17 |
LCNB CORP | 17 | 17 | 0.14% | 0.54% | 1.05% | Q3 2019 | Q3 2023 | 17 |
Vigilare Wealth Management | 17 | 17 | 0.27% | 1.35% | 2.00% | Q4 2019 | Q4 2023 | 17 |
ADELL HARRIMAN & CARPENTER INC | 13 | 4 | 0.04% | 0.14% | 0.34% | Q2 2013 | Q3 2022 | 17 |
Capital Bank & Trust Co | 17 | 17 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2021 | 17 |
LAKE STREET ADVISORS GROUP, LLC | 15 | 2 | 0.04% | 0.11% | 0.35% | Q4 2017 | Q1 2022 | 17 |
TFG Advisers LLC | 17 | 17 | 0.10% | 0.12% | 0.16% | Q3 2019 | Q3 2023 | 17 |
Ranch Capital Advisors Inc. | 17 | 17 | 0.33% | 0.66% | 1.37% | Q3 2019 | Q3 2023 | 17 |
Integrated Advisors Network LLC | 16 | 16 | 0.06% | 0.36% | 0.68% | Q4 2019 | Q3 2023 | 17 |
EVOKE WEALTH, LLC | 17 | 17 | 0.33% | 0.83% | 3.84% | Q3 2019 | Q3 2023 | 17 |
Atlantic Union Bankshares Corp | 16 | 1 | 0.01% | 1.86% | 2.47% | Q1 2014 | Q3 2023 | 17 |
Savant Capital, LLC | 16 | 1 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 17 |
FINANCIAL COUNSELORS INC | 13 | 1 | 0.05% | 0.08% | 0.22% | Q2 2013 | Q3 2023 | 17 |
SIMON QUICK ADVISORS, LLC | 12 | 1 | 0.00% | 0.07% | 0.16% | Q4 2016 | Q3 2023 | 17 |
Sunbelt Securities, Inc. | 12 | 1 | 0.01% | 0.09% | 0.16% | Q4 2016 | Q3 2023 | 17 |
Crescent Grove Advisors, LLC | 15 | 2 | 0.04% | 0.09% | 0.17% | Q1 2018 | Q3 2023 | 17 |
Spectrum Management Group, LLC | 11 | 2 | 0.01% | 0.27% | 1.01% | Q4 2013 | Q3 2022 | 17 |
Modus Advisors, LLC | 17 | 17 | 0.66% | 0.93% | 1.73% | Q4 2019 | Q4 2023 | 17 |
PIER 88 INVESTMENT PARTNERS LLC | 15 | 2 | 0.20% | 0.67% | 1.32% | Q2 2019 | Q3 2023 | 17 |
Alpha Omega Wealth Management LLC | 11 | 1 | 0.01% | 0.04% | 0.08% | Q3 2017 | Q3 2023 | 17 |
YorkBridge Wealth Partners, LLC | 11 | 6 | 0.05% | 0.08% | 0.13% | Q4 2016 | Q3 2021 | 17 |
Roundview Capital LLC | 14 | 1 | 0.11% | 0.20% | 0.74% | Q1 2014 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.05% | 0.10% | 0.14% | Q4 2019 | Q4 2023 | 17 |
D. SCOTT NEAL, INC. | 10 | 7 | 0.01% | 2.40% | 11.13% | Q4 2015 | Q3 2023 | 17 |
DOHENY ASSET MANAGEMENT /CA | 11 | 1 | 0.14% | 1.17% | 2.90% | Q2 2018 | Q3 2023 | 17 |
Lehman & Derafelo Financial Resources LLC | 17 | 17 | 0.28% | 0.34% | 0.38% | Q4 2018 | Q4 2022 | 17 |
HRT FINANCIAL LP | 12 | 1 | 0.01% | 0.37% | 0.85% | Q3 2017 | Q2 2023 | 17 |
MONECO Advisors, LLC | 17 | 17 | 0.25% | 1.41% | 1.91% | Q3 2019 | Q3 2023 | 17 |
Quantitative Advantage, LLC | 14 | 3 | 0.32% | 0.43% | 0.70% | Q1 2016 | Q3 2020 | 17 |
STEADFAST CAPITAL MANAGEMENT LP | 3 | 1 | 0.05% | 1.06% | 2.48% | Q2 2014 | Q4 2022 | 17 |
ALTERNA WEALTH MANAGEMENT, INC | 9 | 8 | 0.05% | 0.52% | 1.05% | Q4 2018 | Q3 2023 | 17 |
Exchange Capital Management, Inc. | 9 | 8 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2018 | 17 |
Strategic Blueprint, LLC | 15 | 1 | 0.00% | 0.28% | 0.47% | Q3 2019 | Q3 2023 | 17 |
Cannell & Co. | 13 | 1 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q4 2020 | 17 |
Geneva Advisors, LLC | 17 | 17 | 0.03% | 0.06% | 0.11% | Q2 2013 | Q2 2017 | 17 |
Winfield Associates, Inc. | 17 | 17 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q4 2017 | 17 |
Clal Insurance Enterprises Holdings Ltd | 17 | 17 | 0.00% | 0.05% | 0.22% | Q1 2018 | Q1 2022 | 17 |
Salient Capital Advisors, LLC | 17 | 17 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2017 | 17 |
BFSG, LLC | 17 | 17 | 0.05% | 1.85% | 3.82% | Q3 2019 | Q3 2023 | 17 |
Southeast Asset Advisors Inc. | 14 | 3 | 0.06% | 0.31% | 0.61% | Q4 2013 | Q3 2023 | 17 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.32% | 0.43% | 0.64% | Q4 2019 | Q3 2023 | 16 |
CAPITAL GUARDIAN TRUST CO | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2017 | 16 |
J.W. COLE ADVISORS, INC. | 16 | 16 | 0.24% | 0.43% | 1.29% | Q4 2019 | Q3 2023 | 16 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 4 | 1 | 0.01% | 0.04% | 0.17% | Q3 2016 | Q3 2023 | 16 |
Cresset Asset Management, LLC | 11 | 2 | 0.00% | 0.14% | 0.70% | Q1 2019 | Q3 2023 | 16 |
XML Financial, LLC | 16 | 16 | 0.30% | 1.04% | 1.85% | Q4 2019 | Q3 2023 | 16 |
Soltis Investment Advisors LLC | 16 | 16 | 0.06% | 0.13% | 0.23% | Q4 2019 | Q3 2023 | 16 |
Visionary Wealth Advisors | 16 | 16 | 0.04% | 0.41% | 1.15% | Q4 2019 | Q3 2023 | 16 |
Private Wealth Strategies, L.L.C. | 16 | 16 | 0.83% | 8.51% | 14.72% | Q4 2019 | Q3 2023 | 16 |
Stonehearth Capital Management, LLC | 16 | 16 | 0.78% | 3.18% | 6.70% | Q1 2020 | Q4 2023 | 16 |
Newport Wealth Strategies, Inc. | 16 | 16 | 0.33% | 1.54% | 3.21% | Q4 2017 | Q3 2021 | 16 |
EPIQ Capital Group, LLC | 16 | 16 | 1.88% | 4.82% | 8.41% | Q4 2019 | Q3 2023 | 16 |
Cascade Investment Advisors, Inc. | 15 | 1 | 0.01% | 0.03% | 0.05% | Q4 2018 | Q1 2023 | 16 |
Comprehensive Financial Management LLC | 16 | 16 | 1.79% | 4.09% | 8.02% | Q4 2019 | Q3 2023 | 16 |
Occidental Asset Management, LLC | 6 | 4 | 0.06% | 0.19% | 0.36% | Q1 2017 | Q3 2023 | 16 |
MEYER HANDELMAN CO | 16 | 16 | 0.01% | 0.03% | 0.06% | Q3 2019 | Q2 2023 | 16 |
NTV ASSET MANAGEMENT LLC | 16 | 16 | 0.06% | 0.07% | 0.09% | Q4 2019 | Q3 2023 | 16 |
MOSELEY INVESTMENT MANAGEMENT INC | 16 | 16 | 0.32% | 0.48% | 0.74% | Q4 2019 | Q3 2023 | 16 |
MBE Wealth Management, LLC | 16 | 16 | 0.18% | 0.25% | 0.33% | Q4 2019 | Q3 2023 | 16 |
AGRAN LIBBIE | 16 | 16 | 0.27% | 0.39% | 0.73% | Q2 2013 | Q1 2017 | 16 |
IAG Wealth Partners, LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Delta Investment Management, LLC | 16 | 16 | 0.26% | 0.42% | 1.10% | Q4 2019 | Q3 2023 | 16 |
New Century Advisors, LLC | 9 | 3 | 0.44% | 4.78% | 12.05% | Q4 2013 | Q3 2022 | 16 |
Independent Family Office, LLC | 16 | 16 | 1.39% | 3.49% | 4.60% | Q4 2019 | Q3 2023 | 16 |
Jackson, Grant Investment Advisers, Inc. | 15 | 1 | 0.05% | 0.17% | 0.35% | Q4 2015 | Q3 2023 | 16 |
Leucadia National | 4 | 2 | 0.01% | 2.43% | 10.06% | Q1 2016 | Q3 2023 | 16 |
Procyon Advisors, LLC | 16 | 16 | 0.13% | 0.39% | 0.75% | Q4 2019 | Q3 2023 | 16 |
COLRAIN CAPITAL LLC | 16 | 16 | 0.05% | 0.17% | 0.98% | Q2 2013 | Q1 2017 | 16 |
Barber Financial Group, Inc. | 12 | 4 | 0.10% | 0.19% | 0.53% | Q4 2016 | Q1 2023 | 16 |
Belmont Capital, LLC | 16 | 16 | 0.01% | 0.04% | 0.11% | Q4 2019 | Q3 2023 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.06% | 0.25% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Cottage Street Advisors LLC | 12 | 4 | 0.15% | 0.35% | 1.02% | Q4 2015 | Q2 2022 | 16 |
Greenline Partners, LLC | 16 | 16 | 0.10% | 0.20% | 0.29% | Q4 2019 | Q3 2023 | 16 |
Relyea Zuckerberg Hanson LLC | 16 | 16 | 0.50% | 0.68% | 0.82% | Q4 2019 | Q3 2023 | 16 |
FULTON BREAKEFIELD BROENNIMAN LLC | 11 | 5 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q3 2023 | 16 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 14 | 1 | 0.10% | 0.26% | 0.76% | Q4 2018 | Q3 2023 | 16 |
KGH Ltd | 6 | 1 | 0.62% | 3.12% | 13.84% | Q1 2014 | Q1 2020 | 16 |
MARCO INVESTMENT MANAGEMENT LLC | 14 | 2 | 0.02% | 0.04% | 0.10% | Q1 2015 | Q3 2023 | 16 |
DIAMANT ASSET MANAGEMENT, INC. | 9 | 7 | 0.18% | 0.23% | 0.28% | Q3 2019 | Q3 2023 | 16 |
EPG Wealth Management LLC | 16 | 16 | 0.17% | 0.78% | 1.51% | Q4 2019 | Q3 2023 | 16 |
Meridian Wealth Partners, LLC | 16 | 16 | 0.06% | 0.09% | 0.13% | Q4 2019 | Q3 2023 | 16 |
KFA Private Wealth Group, LLC | 16 | 16 | 0.22% | 0.45% | 0.89% | Q4 2019 | Q3 2023 | 16 |
Consolidated Investment Group LLC | 16 | 16 | 0.39% | 0.61% | 1.01% | Q4 2019 | Q3 2023 | 16 |
Briaud Financial Planning, Inc | 16 | 16 | 51.86% | 65.07% | 79.67% | Q4 2019 | Q3 2023 | 16 |
Sandhill Capital Partners LLC | 10 | 1 | 0.02% | 0.10% | 0.19% | Q3 2013 | Q4 2022 | 16 |
Laidlaw Wealth Management LLC | 16 | 16 | 0.28% | 0.64% | 0.88% | Q4 2019 | Q3 2023 | 16 |
QP WEALTH MANAGEMENT, LLC | 16 | 16 | 1.47% | 2.11% | 2.68% | Q4 2019 | Q3 2023 | 16 |
EASTERN BANK | 8 | 4 | 0.01% | 0.04% | 0.08% | Q2 2013 | Q1 2020 | 16 |
Smart Money Group LLC | 15 | 1 | 0.27% | 1.28% | 1.99% | Q3 2018 | Q3 2023 | 16 |
Citizens Business Bank | 16 | 16 | 0.04% | 0.10% | 0.17% | Q4 2012 | Q3 2016 | 16 |
Overbrook Management Corp | 16 | 16 | 0.06% | 0.09% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 16 |
OTTER CREEK MANAGEMENT INC | 10 | 10 | 1.14% | 2.06% | 3.05% | Q2 2013 | Q3 2015 | 16 |
Formidable Asset Management, LLC | 14 | 1 | 0.10% | 0.13% | 0.19% | Q2 2019 | Q3 2023 | 16 |
Polaris Wealth Advisory Group, LLC | 8 | 1 | 0.00% | 0.08% | 0.99% | Q4 2014 | Q3 2022 | 16 |
IEQ CAPITAL, LLC | 16 | 16 | 0.06% | 0.13% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Firestone Capital Management | 16 | 16 | 0.48% | 0.57% | 0.68% | Q4 2019 | Q3 2023 | 16 |
S.A. Mason LLC | 16 | 16 | 0.59% | 0.82% | 1.01% | Q4 2019 | Q3 2023 | 16 |
Fullerton Fund Management Co Ltd. | 10 | 6 | 0.02% | 3.08% | 7.88% | Q2 2019 | Q3 2023 | 16 |
Parcion Private Wealth LLC | 16 | 16 | 0.32% | 0.69% | 1.69% | Q4 2019 | Q3 2023 | 16 |
Marks Group Wealth Management, Inc | 16 | 16 | 0.03% | 0.08% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Paragon Capital Management Ltd | 16 | 16 | 0.06% | 0.11% | 0.19% | Q4 2019 | Q3 2023 | 16 |
First National Bank of Mount Dora, Trust Investment Services | 15 | 1 | 0.07% | 0.10% | 0.12% | Q3 2016 | Q4 2023 | 16 |
American Institute for Advanced Investment Management, LLP | 16 | 16 | 0.50% | 0.64% | 0.82% | Q4 2019 | Q3 2023 | 16 |
Harel Insurance Investments & Financial Services Ltd. | 7 | 4 | 0.00% | 0.02% | 0.13% | Q4 2015 | Q2 2023 | 16 |
Strategic Wealth Investment Group, LLC | 16 | 16 | 2.29% | 2.71% | 4.53% | Q4 2019 | Q3 2023 | 16 |
Mission Creek Capital Partners, Inc. | 16 | 16 | 0.21% | 0.49% | 0.79% | Q4 2019 | Q3 2023 | 16 |
Bleichroeder LP | 16 | 16 | 10.75% | 15.33% | 20.07% | Q4 2019 | Q3 2023 | 16 |
SENTINEL PENSION ADVISORS INC | 16 | 16 | 0.11% | 0.22% | 0.45% | Q4 2019 | Q3 2023 | 16 |
Hyperion Capital Advisors LP | 16 | 16 | 0.12% | 0.22% | 0.34% | Q4 2019 | Q3 2023 | 16 |
Americana Partners, LLC | 16 | 16 | 0.16% | 1.50% | 4.92% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.10% | 0.26% | 0.43% | Q4 2019 | Q3 2023 | 16 |
Personal Capital Advisors Corp | 15 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q4 2022 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q1 2017 | 16 |
Global Wealth Management Investment Advisory, Inc. | 7 | 2 | 0.01% | 0.01% | 0.03% | Q4 2018 | Q3 2023 | 16 |
New England Investment & Retirement Group, Inc. | 12 | 1 | 1.94% | 7.33% | 18.76% | Q3 2013 | Q3 2021 | 16 |
swisspartners Advisors Ltd | 16 | 16 | 2.89% | 5.80% | 8.95% | Q4 2019 | Q3 2023 | 16 |
Hollow Brook Wealth Management LLC | 16 | 16 | 1.33% | 1.77% | 2.60% | Q4 2019 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.07% | 0.19% | 0.69% | Q4 2019 | Q3 2023 | 16 |
Antonetti Capital Management LLC | 9 | 1 | 0.04% | 0.90% | 2.13% | Q2 2010 | Q3 2023 | 16 |
Atlas Private Wealth Management, LLC | 16 | 16 | 0.59% | 1.18% | 1.84% | Q4 2019 | Q3 2023 | 16 |
Robinson Value Management, Ltd. | 11 | 1 | 0.00% | 1.77% | 2.85% | Q4 2016 | Q2 2023 | 16 |
Inscription Capital, LLC | 14 | 2 | 0.09% | 0.48% | 1.47% | Q4 2018 | Q3 2023 | 16 |
ALERUS FINANCIAL NA | 16 | 16 | 0.93% | 1.18% | 1.49% | Q4 2019 | Q3 2023 | 16 |
Continuum Advisory, LLC | 7 | 3 | 0.15% | 0.29% | 0.59% | Q1 2017 | Q3 2023 | 16 |
Mengis Capital Management, Inc. | 16 | 16 | 0.05% | 0.06% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Orion Portfolio Solutions, LLC | 16 | 16 | 0.03% | 0.09% | 0.25% | Q4 2019 | Q3 2023 | 16 |
Clear Creek Financial Management, LLC | 10 | 1 | 0.09% | 0.58% | 1.86% | Q2 2019 | Q3 2023 | 16 |
Perella Weinberg Partners Capital Management LP | 15 | 1 | 0.09% | 7.55% | 11.86% | Q2 2013 | Q3 2023 | 16 |
BROWN ADVISORY INC | 14 | 14 | 0.00% | 0.03% | 0.09% | Q2 2020 | Q3 2023 | 16 |
Eagle Capital Management, LLC | 16 | 16 | 0.09% | 0.16% | 0.36% | Q4 2019 | Q3 2023 | 16 |
Redhawk Wealth Advisors, Inc. | 14 | 2 | 0.06% | 1.50% | 6.45% | Q2 2019 | Q3 2023 | 16 |
Risk Paradigm Group, LLC | 16 | 16 | 0.02% | 0.71% | 3.78% | Q1 2015 | Q4 2018 | 16 |
Gibson Capital, LLC | 15 | 1 | 0.14% | 0.18% | 0.31% | Q4 2014 | Q1 2019 | 16 |
K.J. Harrison & Partners Inc | 6 | 1 | 0.06% | 0.33% | 0.81% | Q3 2014 | Q2 2023 | 16 |
Lombard Odier Asset Management (USA) Corp | 5 | 1 | 0.04% | 1.74% | 5.88% | Q2 2016 | Q4 2021 | 16 |
DIALECTIC CAPITAL MANAGEMENT, LP | 6 | 1 | 0.35% | 5.11% | 17.43% | Q2 2013 | Q4 2016 | 16 |
FIRST INTERSTATE BANK | 9 | 7 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2019 | 16 |
SlateStone Wealth, LLC | 16 | 16 | 0.12% | 0.25% | 0.49% | Q4 2019 | Q3 2023 | 16 |
Cedar Mountain Advisors, LLC | 16 | 16 | 0.01% | 0.02% | 0.02% | Q4 2019 | Q3 2023 | 16 |
SHUFRO ROSE & CO LLC | 14 | 14 | 0.01% | 0.83% | 1.78% | Q2 2020 | Q3 2023 | 16 |
Total Clarity Wealth Management, Inc. | 16 | 16 | 0.09% | 0.26% | 0.56% | Q4 2019 | Q3 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.13% | 0.34% | 0.45% | Q4 2018 | Q3 2022 | 16 |
Copperleaf Capital, LLC | 15 | 15 | 0.20% | 0.23% | 0.27% | Q1 2020 | Q3 2023 | 15 |
BANK HAPOALIM BM | 7 | 4 | 0.04% | 0.12% | 0.18% | Q4 2013 | Q1 2021 | 15 |
AVIANCE CAPITAL MANAGEMENT, LLC | 13 | 2 | 0.00% | 0.10% | 0.21% | Q3 2013 | Q1 2019 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.00% | 0.01% | 0.04% | Q4 2019 | Q2 2023 | 15 |
CAROLINAS WEALTH CONSULTING LLC | 15 | 15 | 0.20% | 0.27% | 0.40% | Q1 2020 | Q3 2023 | 15 |
Rosenberg Matthew Hamilton | 15 | 15 | 0.15% | 0.22% | 0.30% | Q1 2020 | Q3 2023 | 15 |
Balentine LLC | 9 | 3 | 0.00% | 1.65% | 13.03% | Q1 2015 | Q3 2023 | 15 |
Virtue Capital Management, LLC | 9 | 1 | 0.01% | 0.26% | 1.02% | Q1 2018 | Q3 2023 | 15 |
Intrinsic Edge Capital Management LLC | 15 | 15 | 0.44% | 0.75% | 1.02% | Q1 2020 | Q3 2023 | 15 |
Auxano Advisors, LLC | 15 | 15 | 0.12% | 0.16% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Eudaimonia Partners, LLC | 8 | 7 | 0.03% | 0.18% | 0.64% | Q4 2019 | Q3 2023 | 15 |
I.G. INVESTMENT MANAGEMENT, LTD. | 15 | 15 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q4 2016 | 15 |
Barnett & Company, Inc. | 8 | 7 | 0.01% | 0.08% | 0.24% | Q2 2017 | Q2 2022 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.25% | 0.46% | 0.72% | Q2 2013 | Q4 2016 | 15 |
Ballew Advisors, Inc | 6 | 3 | 0.05% | 0.75% | 1.76% | Q1 2018 | Q3 2023 | 15 |
GeoWealth Management, LLC | 9 | 2 | 0.00% | 0.39% | 1.63% | Q3 2019 | Q3 2023 | 15 |
Pratt Collard Advisory Partners LLC | 15 | 15 | 0.32% | 0.37% | 0.45% | Q4 2017 | Q2 2021 | 15 |
FORBES J M & CO LLP | 11 | 4 | 0.03% | 0.10% | 0.13% | Q4 2019 | Q3 2023 | 15 |
PICTET ASSET MANAGEMENT LTD | 15 | 15 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2017 | 15 |
Castle Rock Wealth Management, LLC | 8 | 2 | 0.07% | 0.39% | 0.89% | Q3 2019 | Q3 2023 | 15 |
ADAGE CAPITAL PARTNERS GP, L.L.C. | 12 | 1 | 0.06% | 0.18% | 0.25% | Q4 2013 | Q2 2020 | 15 |
Atwater Malick LLC | 15 | 15 | 0.15% | 0.20% | 0.27% | Q1 2020 | Q3 2023 | 15 |
HOWARD FINANCIAL SERVICES, LTD. | 15 | 15 | 0.09% | 0.16% | 0.27% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.27% | 0.37% | 0.59% | Q1 2020 | Q3 2023 | 15 |
PERSONAL CFO SOLUTIONS, LLC | 15 | 15 | 0.26% | 0.53% | 1.00% | Q1 2020 | Q3 2023 | 15 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 6 | 0.24% | 0.49% | 1.00% | Q4 2019 | Q3 2023 | 15 |
Old North State Trust, LLC | 6 | 3 | 0.02% | 0.04% | 0.06% | Q3 2018 | Q1 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.14% | 0.22% | 0.41% | Q2 2016 | Q4 2019 | 15 |
Harbour Capital Advisors, LLC | 10 | 1 | 0.05% | 0.29% | 0.95% | Q1 2013 | Q4 2023 | 15 |
AlphaStar Capital Management, LLC | 9 | 2 | 0.03% | 0.24% | 0.59% | Q2 2018 | Q3 2023 | 15 |
NKCFO LLC | 11 | 2 | 0.17% | 0.55% | 1.17% | Q4 2018 | Q2 2023 | 15 |
Avion Wealth | 15 | 15 | 0.03% | 0.05% | 0.08% | Q1 2020 | Q3 2023 | 15 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 12 | 12 | 0.00% | 0.27% | 0.73% | Q4 2018 | Q3 2021 | 15 |
Financial Sense Advisors, Inc. | 4 | 1 | 0.07% | 0.95% | 5.34% | Q2 2013 | Q3 2023 | 15 |
NICOLET BANKSHARES INC | 4 | 2 | 0.04% | 0.12% | 0.35% | Q4 2015 | Q3 2023 | 15 |
Norway Savings Bank | 8 | 7 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q3 2022 | 15 |
INTEGRATED WEALTH COUNSEL, LLC | 15 | 15 | 4.78% | 6.14% | 7.40% | Q2 2013 | Q4 2016 | 15 |
ALLIANCEBERNSTEIN L.P. | 12 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q3 2023 | 15 |
Samalin Investment Counsel, LLC | 14 | 1 | 0.11% | 0.39% | 0.54% | Q4 2019 | Q3 2023 | 15 |
FIRST FINANCIAL CORP /IN/ | 14 | 1 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q3 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.02% | 0.07% | 0.17% | Q1 2020 | Q3 2023 | 15 |
GROUP ONE TRADING, L.P. | 10 | 1 | 0.00% | 0.04% | 0.19% | Q1 2014 | Q3 2023 | 15 |
SOROS CAPITAL MANAGEMENT LLC | 7 | 3 | 0.04% | 1.46% | 9.79% | Q4 2019 | Q2 2023 | 15 |
Retirement Group, LLC | 14 | 1 | 0.02% | 0.33% | 0.84% | Q4 2019 | Q3 2023 | 15 |
Symphony Financial, Ltd. Co. | 15 | 15 | 0.97% | 1.76% | 2.50% | Q1 2020 | Q3 2023 | 15 |
Your Advocates Ltd., LLP | 15 | 15 | 6.39% | 7.27% | 8.04% | Q1 2020 | Q3 2023 | 15 |
Aureus Asset Management, LLC | 9 | 6 | 0.03% | 0.17% | 0.37% | Q3 2013 | Q2 2019 | 15 |
INTREPID CAPITAL MANAGEMENT INC | 13 | 2 | 0.02% | 0.15% | 0.26% | Q4 2019 | Q3 2023 | 15 |
BRINKER CAPITAL INC | 12 | 1 | 0.01% | 0.03% | 0.04% | Q2 2015 | Q2 2020 | 15 |
Harrington Investments, INC | 14 | 1 | 0.01% | 0.34% | 0.53% | Q3 2018 | Q3 2023 | 15 |
FDx Advisors, Inc. | 10 | 2 | 0.01% | 0.05% | 0.36% | Q3 2014 | Q2 2019 | 15 |
First National Bank of Hutchinson | 6 | 1 | 0.07% | 0.14% | 0.18% | Q4 2014 | Q1 2023 | 15 |
King Wealth Management Group | 10 | 1 | 0.04% | 0.33% | 0.63% | Q2 2013 | Q1 2023 | 15 |
NORTHSTAR WEALTH PARTNERS LLC | 15 | 15 | 0.20% | 1.02% | 2.23% | Q1 2017 | Q3 2020 | 15 |
Merriman Wealth Management, LLC | 14 | 1 | 0.01% | 0.03% | 0.11% | Q2 2018 | Q3 2023 | 15 |
St. Johns Investment Management Company, LLC | 15 | 15 | 0.07% | 1.50% | 3.17% | Q1 2020 | Q3 2023 | 15 |
Fortis Capital Management LLC | 15 | 15 | 0.71% | 1.73% | 3.49% | Q1 2020 | Q3 2023 | 15 |
Hochman Cole Investment Advisors, Inc. | 9 | 6 | 0.08% | 0.26% | 0.65% | Q1 2017 | Q3 2021 | 15 |
Trutina Financial LLC | 15 | 15 | 0.49% | 1.09% | 2.31% | Q2 2013 | Q4 2016 | 15 |
Seneca House Advisors | 15 | 15 | 0.17% | 0.26% | 0.35% | Q4 2017 | Q2 2021 | 15 |
Passport Capital, LLC | 6 | 1 | 0.02% | 2.15% | 9.24% | Q2 2013 | Q4 2016 | 15 |
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | 15 | 15 | 0.18% | 0.66% | 1.92% | Q2 2013 | Q4 2016 | 15 |
Wakefield Asset Management LLLP | 15 | 15 | 0.11% | 1.00% | 1.42% | Q3 2018 | Q1 2022 | 15 |
FLOSSBACH VON STORCH AG | 15 | 15 | 0.04% | 0.24% | 0.88% | Q2 2012 | Q4 2015 | 15 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 13 | 1 | 0.01% | 0.03% | 0.13% | Q1 2014 | Q3 2023 | 15 |
COMERICA SECURITIES INC | 11 | 1 | 0.08% | 0.38% | 1.16% | Q2 2013 | Q4 2018 | 15 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.18% | 0.30% | 0.42% | Q1 2020 | Q3 2023 | 15 |
180 WEALTH ADVISORS, LLC | 15 | 15 | 0.09% | 0.19% | 0.41% | Q1 2020 | Q3 2023 | 15 |
Red Door Wealth Management, LLC | 15 | 15 | 0.16% | 1.67% | 6.54% | Q1 2020 | Q3 2023 | 15 |
Ellis Investment Partners, LLC | 14 | 1 | 0.02% | 0.08% | 0.20% | Q4 2018 | Q3 2022 | 15 |
SHEETS SMITH WEALTH MANAGEMENT | 13 | 2 | 0.24% | 0.32% | 0.55% | Q2 2013 | Q3 2023 | 15 |
Bay Harbor Wealth Management, LLC | 15 | 15 | 0.00% | 0.20% | 0.61% | Q4 2018 | Q2 2022 | 15 |
NAPLES GLOBAL ADVISORS, LLC | 15 | 15 | 0.04% | 0.04% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Cornell Pochily Investment Advisors, Inc. | 14 | 14 | 0.09% | 0.11% | 0.14% | Q2 2020 | Q3 2023 | 14 |
Gruss Capital Management LP | 13 | 1 | 3.73% | 16.42% | 25.06% | Q4 2014 | Q2 2018 | 14 |
Perennial Investment Advisors, LLC | 10 | 1 | 0.01% | 0.22% | 0.37% | Q4 2019 | Q3 2023 | 14 |
Cornerstone Capital, Inc. | 14 | 14 | 0.04% | 0.11% | 0.21% | Q2 2020 | Q3 2023 | 14 |
Merit Financial Group, LLC | 14 | 14 | 0.02% | 0.06% | 0.26% | Q2 2020 | Q3 2023 | 14 |
Mosaic Family Wealth, LLC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2019 | 14 |
HWG Holdings LP | 5 | 1 | 0.00% | 0.31% | 1.66% | Q2 2017 | Q4 2022 | 14 |
Tolleson Wealth Management, Inc. | 14 | 14 | 0.25% | 0.31% | 0.45% | Q2 2020 | Q3 2023 | 14 |
Madison Asset Management, LLC | 13 | 1 | 0.00% | 0.06% | 0.19% | Q4 2019 | Q2 2023 | 14 |
COZAD ASSET MANAGEMENT INC | 14 | 14 | 0.07% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
WHALEROCK POINT PARTNERS, LLC | 9 | 1 | 0.08% | 0.17% | 0.54% | Q3 2014 | Q3 2018 | 14 |
CADINHA & CO LLC | 14 | 14 | 0.05% | 1.04% | 3.35% | Q2 2013 | Q3 2016 | 14 |
Column Capital Advisors, LLC | 14 | 14 | 0.02% | 0.04% | 0.07% | Q2 2020 | Q3 2023 | 14 |
Principle Wealth Partners LLC | 14 | 14 | 0.02% | 0.13% | 0.31% | Q2 2020 | Q3 2023 | 14 |
Robertson Stephens Wealth Management, LLC | 14 | 14 | 0.05% | 0.09% | 0.15% | Q2 2020 | Q3 2023 | 14 |
Geneva Partners, LLC | 7 | 3 | 0.31% | 1.48% | 4.25% | Q2 2019 | Q3 2023 | 14 |
Coho Partners, Ltd. | 14 | 14 | 0.01% | 0.19% | 0.33% | Q2 2020 | Q3 2023 | 14 |
ZEKE CAPITAL ADVISORS, LLC | 14 | 14 | 0.02% | 3.96% | 7.97% | Q3 2019 | Q4 2022 | 14 |
Mount Yale Investment Advisors, LLC | 14 | 14 | 0.34% | 0.41% | 0.59% | Q2 2020 | Q3 2023 | 14 |
SevenBridge Financial Group, LLC | 13 | 1 | 0.01% | 1.20% | 2.12% | Q2 2016 | Q3 2023 | 14 |
Sugarloaf Wealth Management, LLC | 13 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q3 2023 | 14 |
SHINE INVESTMENT ADVISORY SERVICES INC | 14 | 14 | 0.01% | 0.02% | 0.03% | Q2 2017 | Q3 2020 | 14 |
Mandatum Life Insurance Co Ltd | 12 | 1 | 0.00% | 0.09% | 0.17% | Q4 2015 | Q2 2022 | 14 |
CAPITAL ADVISORS INC/OK | 7 | 6 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 14 |
VisionPoint Advisory Group, LLC | 13 | 1 | 0.07% | 2.26% | 4.55% | Q4 2018 | Q3 2023 | 14 |
PSI Advisors, LLC | 13 | 1 | 0.04% | 0.23% | 0.39% | Q4 2019 | Q3 2023 | 14 |
Darwin Wealth Management, LLC | 8 | 1 | 0.10% | 0.85% | 2.02% | Q1 2018 | Q1 2023 | 14 |
Trust Co | 10 | 4 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q3 2022 | 14 |
STRATEGIC WEALTH MANAGEMENT INC | 8 | 1 | 1.36% | 4.01% | 10.60% | Q4 2012 | Q4 2021 | 14 |
PointState Capital LP | 7 | 1 | 0.07% | 2.87% | 12.58% | Q3 2016 | Q4 2020 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.05% | 0.10% | 0.15% | Q4 2013 | Q1 2017 | 14 |
Opera Trading Capital | 11 | 11 | 0.01% | 1.49% | 4.23% | Q1 2016 | Q3 2018 | 14 |
Empirical Finance, LLC | 10 | 1 | 0.12% | 0.69% | 1.40% | Q1 2017 | Q2 2021 | 14 |
Abbot Financial Management, Inc. | 13 | 1 | 0.10% | 0.14% | 0.19% | Q1 2018 | Q2 2022 | 14 |
Ellsworth Advisors, LLC | 14 | 14 | 3.85% | 4.67% | 6.53% | Q2 2020 | Q3 2023 | 14 |
OKABENA INVESTMENT SERVICES INC | 14 | 14 | 0.01% | 4.36% | 9.37% | Q4 2019 | Q1 2023 | 14 |
Venture Visionary Partners LLC | 14 | 14 | 0.04% | 0.18% | 0.80% | Q2 2020 | Q3 2023 | 14 |
Peregrine Asset Advisers, Inc. | 5 | 1 | 0.05% | 0.76% | 3.91% | Q1 2013 | Q3 2023 | 14 |
Welch Group, LLC | 10 | 4 | 0.05% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 14 |
Eldridge Investment Advisors, Inc. | 14 | 14 | 0.08% | 0.09% | 0.11% | Q2 2020 | Q3 2023 | 14 |
Bruderman Asset Management, LLC | 8 | 1 | 0.01% | 0.21% | 0.90% | Q1 2015 | Q1 2019 | 14 |
Nicollet Investment Management, Inc. | 14 | 14 | 0.11% | 0.14% | 0.16% | Q2 2020 | Q3 2023 | 14 |
LVW Advisors, LLC | 9 | 1 | 0.08% | 0.14% | 0.47% | Q4 2014 | Q2 2022 | 14 |
Bridgewater Advisors Inc. | 11 | 3 | 0.20% | 1.24% | 2.99% | Q4 2013 | Q3 2023 | 14 |
Corient Capital Partners, LLC | 10 | 4 | 0.07% | 0.12% | 0.24% | Q3 2016 | Q3 2022 | 14 |
Benchmark Capital Advisors | 14 | 14 | 0.17% | 0.32% | 0.67% | Q3 2015 | Q4 2018 | 14 |
Global Trust Asset Management, LLC | 14 | 14 | 0.01% | 0.09% | 0.39% | Q4 2017 | Q1 2021 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Donald L. Hagan, LLC | 11 | 1 | 0.12% | 1.22% | 2.01% | Q3 2015 | Q2 2022 | 14 |
Wealth Quarterback LLC | 6 | 1 | 0.48% | 1.64% | 3.60% | Q1 1987 | Q3 2023 | 14 |
Point72 Hong Kong Ltd | 6 | 1 | 0.01% | 0.05% | 0.16% | Q4 2020 | Q3 2022 | 14 |
Weiss Multi-Strategy Advisers LLC | 6 | 1 | 0.01% | 0.46% | 2.42% | Q3 2013 | Q3 2023 | 14 |
Cable Hill Partners, LLC | 13 | 1 | 0.02% | 0.05% | 0.09% | Q1 2016 | Q1 2023 | 14 |
Stewardship Advisors, LLC | 14 | 14 | 0.20% | 0.54% | 1.91% | Q2 2020 | Q3 2023 | 14 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 2 | 0.03% | 0.07% | 0.20% | Q2 2013 | Q2 2021 | 14 |
CRA Financial Services, LLC | 13 | 1 | 0.11% | 0.20% | 0.28% | Q4 2019 | Q3 2023 | 14 |
Oliver Luxxe Assets LLC | 14 | 14 | 2.02% | 2.72% | 4.94% | Q2 2020 | Q3 2023 | 14 |
CATALYST PRIVATE WEALTH, LLC | 14 | 14 | 0.13% | 0.23% | 0.53% | Q3 2020 | Q4 2023 | 14 |
Gerstein Fisher | 14 | 14 | 1.99% | 4.13% | 6.53% | Q2 2013 | Q3 2016 | 14 |
Venturi Wealth Management, LLC | 6 | 1 | 0.01% | 0.16% | 0.32% | Q1 2016 | Q3 2023 | 14 |
Global Financial Private Capital, Inc | 14 | 14 | 0.03% | 0.31% | 1.19% | Q1 2017 | Q2 2020 | 14 |
EnTrustPermal Management LLC | 14 | 14 | 1.82% | 4.98% | 8.40% | Q2 2014 | Q3 2017 | 14 |
CVA Family Office, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q2 2023 | 14 |
Aurora Private Wealth, Inc. | 6 | 3 | 0.08% | 0.21% | 0.51% | Q4 2019 | Q3 2023 | 14 |
MADDEN SECURITIES Corp | 13 | 1 | 0.30% | 0.89% | 2.24% | Q4 2019 | Q2 2023 | 14 |
Greenlight Capital | 14 | 14 | 1.06% | 2.46% | 5.48% | Q2 2020 | Q3 2023 | 14 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 14 |
Providence Capital Advisors, LLC | 12 | 1 | 0.00% | 0.06% | 0.22% | Q4 2017 | Q3 2023 | 14 |
NORRIS PERNE & FRENCH LLP/MI | 9 | 1 | 0.01% | 0.05% | 0.07% | Q1 2015 | Q2 2022 | 14 |
Opus Capital Group, LLC | 10 | 2 | 0.01% | 0.04% | 0.05% | Q1 2014 | Q3 2023 | 14 |
USAdvisors Wealth Management, LLC | 14 | 14 | 0.62% | 1.32% | 1.95% | Q2 2020 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2016 | 14 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.34% | 0.48% | 0.90% | Q3 2020 | Q3 2023 | 13 |
Outlook Wealth Advisors, LLC | 10 | 3 | 0.09% | 0.38% | 0.80% | Q4 2019 | Q3 2023 | 13 |
Golden State Wealth Management, LLC | 13 | 13 | 0.02% | 0.47% | 4.67% | Q1 2019 | Q1 2022 | 13 |
Windhaven Investment Management, Inc. | 8 | 1 | 0.00% | 0.11% | 0.35% | Q2 2013 | Q1 2017 | 13 |
Leelyn Smith, LLC | 13 | 13 | 0.01% | 0.04% | 0.07% | Q4 2019 | Q4 2022 | 13 |
CapWealth Advisors, LLC | 7 | 6 | 0.01% | 0.01% | 0.03% | Q2 2013 | Q3 2016 | 13 |
FIRST NATIONAL CORP /MA/ /ADV | 7 | 1 | 0.06% | 0.76% | 2.12% | Q4 2018 | Q3 2023 | 13 |
GREENLEAF TRUST | 4 | 1 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 13 |
DFPG INVESTMENTS, LLC | 8 | 5 | 0.09% | 1.17% | 2.69% | Q3 2019 | Q3 2023 | 13 |
MILLIE CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.26% | 1.55% | 3.74% | Q4 2014 | Q4 2017 | 13 |
EWG Elevate Inc. | 13 | 13 | 0.13% | 3.86% | 6.66% | Q2 2020 | Q2 2023 | 13 |
Apollon Wealth Management, LLC | 12 | 1 | 0.00% | 0.17% | 0.37% | Q2 2020 | Q3 2023 | 13 |
Baldrige Asset Management LLC | 13 | 13 | 0.10% | 0.15% | 0.34% | Q1 2020 | Q1 2023 | 13 |
QUEST CAPITAL MANAGEMENT INC /ADV | 13 | 13 | 0.37% | 0.47% | 0.70% | Q4 2018 | Q4 2021 | 13 |
Xcel Wealth Management, LLC | 13 | 13 | 0.12% | 0.17% | 0.25% | Q3 2020 | Q3 2023 | 13 |
Rock Creek Group, LP | 13 | 13 | 0.07% | 1.93% | 4.41% | Q3 2020 | Q3 2023 | 13 |
Weyland Capital Management, LLC | 13 | 13 | 2.76% | 4.70% | 7.64% | Q2 2013 | Q2 2016 | 13 |
GILL CAPITAL PARTNERS, LLC | 10 | 1 | 0.08% | 0.19% | 0.35% | Q4 2018 | Q4 2023 | 13 |
Centric Wealth Management | 9 | 4 | 0.10% | 0.16% | 0.20% | Q4 2018 | Q1 2022 | 13 |
Professional Financial Advisors, LLC | 11 | 2 | 0.03% | 0.42% | 0.96% | Q2 2020 | Q3 2023 | 13 |
BCWM, LLC | 9 | 4 | 0.27% | 0.40% | 0.78% | Q4 2013 | Q4 2018 | 13 |
Annex Advisory Services, LLC | 11 | 2 | 0.02% | 0.42% | 0.91% | Q2 2013 | Q2 2023 | 13 |
HARVEST CAPITAL MANAGEMENT INC | 12 | 1 | 1.61% | 3.00% | 3.89% | Q2 2013 | Q2 2019 | 13 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 6 | 1 | 0.01% | 0.02% | 0.08% | Q1 2014 | Q2 2023 | 13 |
Beacon Financial Advisory LLC | 9 | 4 | 0.12% | 0.16% | 0.22% | Q2 2020 | Q3 2023 | 13 |
ALETHEA CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.21% | 0.95% | Q2 2015 | Q1 2023 | 13 |
BURNHAM ASSET MANAGEMENT CORP /NY/ | 13 | 13 | 0.09% | 0.11% | 0.20% | Q2 2013 | Q2 2016 | 13 |
YHB Investment Advisors, Inc. | 13 | 13 | 0.27% | 0.38% | 0.48% | Q3 2020 | Q3 2023 | 13 |
Mitsubishi UFJ Asset Management Co., Ltd. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
Alpha Wave Global, LP | 6 | 1 | 0.76% | 2.13% | 4.89% | Q2 2013 | Q1 2020 | 13 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 13 | 13 | 0.09% | 0.55% | 1.81% | Q1 2020 | Q1 2023 | 13 |
ISLAY CAPITAL MANAGEMENT, LLC | 11 | 2 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q3 2023 | 13 |
Vestmark Advisory Solutions, Inc. | 13 | 13 | 0.02% | 0.03% | 0.06% | Q2 2020 | Q2 2023 | 13 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.01% | 0.23% | 0.41% | Q4 2014 | Q3 2022 | 13 |
Braver Wealth Management, LLC | 13 | 13 | 0.08% | 0.20% | 1.00% | Q3 2013 | Q3 2016 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 13 |
Titus Wealth Management | 13 | 13 | 0.12% | 0.39% | 0.77% | Q2 2019 | Q2 2022 | 13 |
KANALY TRUST CO | 12 | 1 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q4 2016 | 13 |
Elevated Capital Advisors, LLC | 5 | 1 | 0.29% | 0.75% | 1.55% | Q1 2019 | Q3 2023 | 13 |
VSR Financial Services, Inc. | 13 | 13 | 0.06% | 0.18% | 0.38% | Q2 2013 | Q2 2016 | 13 |
GABELLI FUNDS LLC | 8 | 1 | 0.00% | 0.03% | 0.14% | Q3 2015 | Q3 2019 | 13 |
HOHIMER WEALTH MANAGEMENT, LLC | 7 | 6 | 0.05% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 13 |
Aberdeen Wealth Management LLC | 7 | 1 | 1.25% | 1.51% | 2.26% | Q4 2019 | Q3 2023 | 13 |
Alhambra Investment Management LLC | 13 | 13 | 0.26% | 0.31% | 0.40% | Q3 2020 | Q3 2023 | 13 |
Mine & Arao Wealth Creation & Management, LLC. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.07% | 0.13% | 0.23% | Q1 2013 | Q3 2023 | 13 |
Wealth Advisors of Iowa, LLC | 13 | 13 | 0.16% | 1.48% | 6.11% | Q2 2020 | Q2 2023 | 13 |
ATLAS CAPITAL ADVISORS LLC | 11 | 2 | 0.02% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 13 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.47% | 5.15% | Q1 2013 | Q2 2019 | 13 |
Vanguard Capital Wealth Advisors | 12 | 1 | 0.33% | 0.94% | 2.28% | Q4 2017 | Q3 2023 | 13 |
WealthTrust Fairport, LLC | 7 | 6 | 0.01% | 0.05% | 0.11% | Q2 2013 | Q1 2019 | 13 |
Petix & Botte Co | 10 | 3 | 0.15% | 0.19% | 0.33% | Q2 2020 | Q3 2023 | 13 |
Investors Capital Advisory Services | 13 | 13 | 0.09% | 0.18% | 0.32% | Q2 2013 | Q2 2016 | 13 |
FIRSTMERIT BANK N A TRUSTEE | 13 | 13 | 0.06% | 0.38% | 1.80% | Q2 2013 | Q2 2016 | 13 |
N.E.W. Advisory Services LLC | 13 | 13 | 0.06% | 0.12% | 0.18% | Q3 2020 | Q3 2023 | 13 |
Keebeck Wealth Management, LLC | 12 | 1 | 0.27% | 0.38% | 0.58% | Q4 2019 | Q3 2023 | 13 |
FIDUCIARY TRUST INTERNATIONAL LLC | 13 | 13 | 1.24% | 1.70% | 1.95% | Q2 2017 | Q2 2020 | 13 |
Verity Asset Management, Inc. | 8 | 1 | 0.25% | 3.18% | 7.40% | Q4 2013 | Q4 2022 | 13 |
Financial Engines Advisors L.L.C. | 7 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 13 |
CenterStar Asset Management, LLC | 4 | 1 | 0.00% | 1.23% | 5.75% | Q4 2017 | Q2 2019 | 13 |
Successful Portfolios LLC | 13 | 13 | 0.11% | 0.16% | 0.24% | Q3 2020 | Q3 2023 | 13 |
Cavalier Investments, LLC | 10 | 1 | 0.07% | 0.43% | 2.10% | Q1 2016 | Q3 2023 | 13 |
StrongBox Wealth, LLC | 13 | 13 | 0.16% | 0.53% | 0.89% | Q4 2020 | Q4 2023 | 13 |
CAHABA WEALTH MANAGEMENT, INC. | 6 | 1 | 0.02% | 0.10% | 0.28% | Q3 2017 | Q3 2023 | 13 |
FNY Managed Accounts LLC | 9 | 1 | 0.00% | 0.24% | 1.47% | Q1 2014 | Q1 2017 | 13 |
ASSET ADVISORS CORP | 13 | 13 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q2 2016 | 13 |
Walkner Condon Financial Advisors LLC | 13 | 13 | 0.44% | 0.60% | 1.16% | Q3 2020 | Q3 2023 | 13 |
Onyx Bridge Wealth Group LLC | 12 | 12 | 0.01% | 0.31% | 0.45% | Q4 2020 | Q3 2023 | 13 |
BNC WEALTH MANAGEMENT, LLC | 13 | 13 | 0.15% | 1.49% | 5.29% | Q3 2020 | Q3 2023 | 13 |
SIGNET FINANCIAL MANAGEMENT, LLC | 4 | 1 | 0.00% | 0.03% | 0.08% | Q3 2015 | Q2 2022 | 13 |
Platform Technology Partners | 10 | 3 | 0.15% | 0.29% | 0.45% | Q2 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.18% | 0.31% | 0.84% | Q3 2020 | Q3 2023 | 13 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 13 | 13 | 0.15% | 0.17% | 0.21% | Q3 2020 | Q3 2023 | 13 |
Heritage Trust Co | 7 | 6 | 0.01% | 0.03% | 0.04% | Q2 2017 | Q3 2023 | 13 |
Hexavest Inc. | 13 | 13 | 0.01% | 0.02% | 0.03% | Q4 2016 | Q4 2019 | 13 |
SpiderRock Advisors, LLC | 11 | 1 | 0.01% | 0.13% | 0.35% | Q1 2017 | Q3 2023 | 13 |
JEPPSON WEALTH MANAGEMENT, LLC | 13 | 13 | 0.21% | 0.36% | 0.58% | Q3 2020 | Q3 2023 | 13 |
Parsec Financial Management, Inc. | 13 | 13 | 0.03% | 0.04% | 0.07% | Q1 2020 | Q1 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.02% | 0.07% | 0.09% | Q3 2020 | Q3 2023 | 13 |
TIEDEMANN TRUST CO | 13 | 13 | 0.15% | 5.98% | 12.81% | Q2 2013 | Q2 2016 | 13 |
Baron Financial Group, LLC | 13 | 13 | 2.78% | 3.07% | 3.96% | Q3 2020 | Q3 2023 | 13 |
SEAVIEW INVESTMENT MANAGERS LLC | 13 | 13 | 0.16% | 0.31% | 0.61% | Q3 2020 | Q3 2023 | 13 |
Fore Research & Management, LP | 9 | 1 | 1.71% | 22.10% | 51.88% | Q2 2013 | Q2 2017 | 13 |
ESSEX INVESTMENT MANAGEMENT CO LLC | 13 | 13 | 0.06% | 0.31% | 1.27% | Q2 2019 | Q2 2022 | 13 |
Wealth Advisory Solutions, LLC | 6 | 2 | 0.07% | 0.40% | 0.75% | Q4 2019 | Q2 2023 | 13 |
Traynor Capital Management, Inc. | 13 | 13 | 0.03% | 0.05% | 0.07% | Q3 2020 | Q3 2023 | 13 |
GUYASUTA INVESTMENT ADVISORS INC | 13 | 13 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
WESPAC Advisors SoCal, LLC | 10 | 3 | 0.01% | 0.03% | 0.04% | Q4 2015 | Q1 2019 | 13 |
Berkeley Capital Partners, LLC | 12 | 1 | 0.23% | 0.65% | 1.26% | Q4 2015 | Q4 2020 | 13 |
Innova Wealth Partners | 12 | 12 | 0.01% | 3.24% | 6.99% | Q4 2020 | Q3 2023 | 13 |
McQueen, Ball & Associates Inc. | 13 | 13 | 0.55% | 0.67% | 0.79% | Q4 2015 | Q4 2018 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.16% | 0.28% | 0.55% | Q3 2020 | Q3 2023 | 13 |
Russell Investments Group, Ltd. | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q4 2021 | 13 |
Lokken Investment Group LLC | 12 | 1 | 3.25% | 3.59% | 4.16% | Q1 2012 | Q3 2023 | 13 |
DAGCO, INC. | 10 | 3 | 0.09% | 0.93% | 9.91% | Q2 2020 | Q3 2023 | 13 |
R.P. Boggs & Co. | 12 | 1 | 0.00% | 7.26% | 11.91% | Q2 2020 | Q3 2023 | 13 |
KEATING INVESTMENT COUNSELORS INC | 13 | 13 | 0.16% | 0.24% | 0.32% | Q2 2019 | Q2 2022 | 13 |
Guidant Wealth Advisors | 13 | 13 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2019 | 13 |
CABANA LLC | 11 | 1 | 0.02% | 4.75% | 16.08% | Q4 2017 | Q2 2023 | 13 |
GUARDIAN CAPITAL ADVISORS LP | 10 | 3 | 0.03% | 0.05% | 0.07% | Q1 2014 | Q3 2018 | 13 |
Brevan Howard Capital Management LP | 5 | 1 | 0.01% | 9.31% | 24.88% | Q3 2013 | Q3 2023 | 13 |
NBW CAPITAL LLC | 13 | 13 | 0.43% | 0.96% | 1.22% | Q3 2020 | Q3 2023 | 13 |
Traverso Chambers Private Wealth Management, LLC | 13 | 13 | 0.06% | 0.10% | 0.13% | Q3 2020 | Q3 2023 | 13 |
FACTORY MUTUAL INSURANCE CO | 7 | 2 | 0.05% | 0.49% | 1.08% | Q2 2013 | Q3 2023 | 12 |
WNY Asset Management, LLC | 12 | 12 | 0.15% | 1.44% | 5.61% | Q4 2020 | Q3 2023 | 12 |
Intrua Financial, LLC | 12 | 12 | 1.73% | 2.68% | 4.88% | Q2 2020 | Q1 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.68% | 1.14% | 1.60% | Q4 2020 | Q3 2023 | 12 |
Centennial Wealth Advisory LLC | 12 | 12 | 0.79% | 1.61% | 4.02% | Q4 2020 | Q3 2023 | 12 |
Merrion Investment Management Co, LLC | 12 | 12 | 0.19% | 0.24% | 0.32% | Q4 2020 | Q3 2023 | 12 |
One Charles Private Wealth Services, LLC | 12 | 12 | 0.14% | 0.43% | 2.43% | Q4 2020 | Q3 2023 | 12 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 12 | 12 | 0.02% | 0.04% | 0.06% | Q1 2020 | Q4 2022 | 12 |
Journey Advisory Group, LLC | 12 | 12 | 0.10% | 0.35% | 0.88% | Q4 2020 | Q3 2023 | 12 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 6 | 1 | 0.02% | 0.14% | 0.52% | Q4 2013 | Q2 2021 | 12 |
Saiers Capital, LLC | 4 | 2 | 0.00% | 2.27% | 16.80% | Q2 2013 | Q4 2014 | 12 |
MARINER INVESTMENT GROUP LLC | 7 | 2 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q4 2022 | 12 |
REGENTATLANTIC CAPITAL LLC | 10 | 1 | 0.01% | 0.02% | 0.03% | Q3 2013 | Q3 2022 | 12 |
Stratford Consulting, LLC | 6 | 1 | 0.08% | 0.13% | 0.20% | Q2 2013 | Q1 2020 | 12 |
Clearview Wealth Advisors LLC | 12 | 12 | 0.01% | 0.70% | 3.00% | Q4 2020 | Q3 2023 | 12 |
CYPRESS ASSET MANAGEMENT INC/TX | 12 | 12 | 0.10% | 0.20% | 0.37% | Q3 2020 | Q2 2023 | 12 |
Smith Anglin Financial, LLC | 12 | 12 | 0.09% | 0.14% | 0.22% | Q4 2020 | Q3 2023 | 12 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 12 | 12 | 0.05% | 0.39% | 0.72% | Q4 2020 | Q3 2023 | 12 |
Ameritas Investment Company, LLC | 12 | 12 | 0.14% | 0.26% | 0.61% | Q4 2018 | Q3 2021 | 12 |
Safeguard Investment Advisory Group, LLC | 12 | 12 | 0.27% | 2.22% | 3.71% | Q4 2020 | Q3 2023 | 12 |
Pine Ridge Advisers LLC | 12 | 12 | 2.58% | 4.09% | 10.29% | Q4 2020 | Q3 2023 | 12 |
Running Point Capital Advisors, LLC | 12 | 12 | 0.37% | 0.65% | 0.82% | Q4 2020 | Q3 2023 | 12 |
HNP Capital LLC | 9 | 1 | 0.06% | 0.10% | 0.18% | Q4 2018 | Q2 2022 | 12 |
Financial Network Wealth Management LLC | 12 | 12 | 0.56% | 0.67% | 0.99% | Q4 2020 | Q3 2023 | 12 |
Kercheville Advisors, LLC | 12 | 12 | 0.36% | 0.54% | 0.90% | Q4 2020 | Q3 2023 | 12 |
Clark Capital Management Group, Inc. | 9 | 1 | 0.05% | 0.23% | 0.42% | Q4 2014 | Q3 2018 | 12 |
Insight Advisors, LLC/ PA | 12 | 12 | 0.10% | 0.20% | 0.48% | Q4 2020 | Q3 2023 | 12 |
4J Wealth Management LLC | 12 | 12 | 0.31% | 0.40% | 0.53% | Q4 2020 | Q3 2023 | 12 |
SITTNER & NELSON, LLC | 12 | 12 | 0.16% | 0.21% | 0.26% | Q4 2020 | Q3 2023 | 12 |
Pinnacle Advisory Group, Inc. | 5 | 1 | 0.00% | 0.11% | 0.26% | Q2 2013 | Q1 2021 | 12 |
PFG Private Wealth Management, LLC | 12 | 12 | 0.00% | 0.18% | 0.37% | Q3 2020 | Q2 2023 | 12 |
RUSSELL FRANK CO/ | 12 | 12 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 12 |
Octavia Wealth Advisors, LLC | 12 | 12 | 0.06% | 0.12% | 0.15% | Q4 2020 | Q3 2023 | 12 |
Capital Planning Advisors, LLC | 12 | 12 | 0.22% | 0.35% | 0.67% | Q4 2014 | Q3 2017 | 12 |
Voit & Company, LLC | 8 | 8 | 0.00% | 1.41% | 5.06% | Q4 2018 | Q3 2020 | 12 |
Foster Group, Inc. | 12 | 12 | 0.02% | 0.06% | 0.22% | Q4 2020 | Q3 2023 | 12 |
DIVIDEND ASSETS CAPITAL, LLC | 12 | 12 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
InterOcean Capital Group, LLC | 12 | 12 | 0.02% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 12 |
PATRON PARTNERS, LLC | 12 | 12 | 0.36% | 0.45% | 0.74% | Q4 2020 | Q3 2023 | 12 |
Diversified, LLC | 12 | 12 | 0.13% | 0.75% | 2.39% | Q4 2020 | Q3 2023 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.22% | 1.14% | 2.08% | Q4 2020 | Q3 2023 | 12 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 12 | 12 | 0.16% | 0.20% | 0.24% | Q4 2017 | Q3 2020 | 12 |
10-15 ASSOCIATES, INC. | 12 | 12 | 0.06% | 0.12% | 0.15% | Q3 2017 | Q2 2020 | 12 |
John W. Brooker & Co., CPAs | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
IVC Wealth Advisors LLC | 12 | 12 | 0.21% | 0.36% | 1.23% | Q4 2020 | Q3 2023 | 12 |
Portland Global Advisors LLC | 12 | 12 | 0.06% | 0.07% | 0.10% | Q4 2020 | Q3 2023 | 12 |
Laird Norton Wetherby Trust Company, LLC | 12 | 12 | 0.02% | 0.03% | 0.06% | Q4 2020 | Q3 2023 | 12 |
FINANCIAL MANAGEMENT NETWORK INC | 12 | 12 | 0.41% | 0.56% | 0.67% | Q4 2020 | Q3 2023 | 12 |
Tacita Capital Inc | 12 | 12 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
FIELDPOINT PRIVATE ADVISORS, INC | 6 | 6 | 0.56% | 1.49% | 4.30% | Q2 2013 | Q2 2017 | 12 |
Alliance Wealth Advisors, LLC | 12 | 12 | 1.91% | 2.20% | 2.35% | Q4 2020 | Q3 2023 | 12 |
COWA, LLC | 12 | 12 | 0.44% | 1.33% | 2.45% | Q4 2020 | Q3 2023 | 12 |
IVORY INVESTMENT MANAGEMENT, LLC | 10 | 2 | 0.39% | 1.65% | 3.15% | Q2 2013 | Q3 2016 | 12 |
True Link Financial Advisors, LLC | 12 | 12 | 0.02% | 0.15% | 0.20% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.11% | 0.24% | 0.37% | Q4 2020 | Q3 2023 | 12 |
Wealth Management Partners, LLC | 12 | 12 | 0.17% | 0.20% | 0.23% | Q4 2020 | Q3 2023 | 12 |
IBERIABANK CORP | 12 | 12 | 0.63% | 1.70% | 2.47% | Q3 2017 | Q2 2020 | 12 |
American Research & Management Co. | 11 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q3 2022 | 12 |
Gladius Capital Management LP | 7 | 1 | 0.00% | 0.89% | 6.91% | Q2 2017 | Q3 2023 | 12 |
SAX WEALTH ADVISORS, LLC | 12 | 12 | 0.06% | 0.09% | 0.22% | Q4 2020 | Q3 2023 | 12 |
JARISLOWSKY, FRASER Ltd | 10 | 2 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 12 |
Edge Capital Group, LLC | 12 | 12 | 0.00% | 0.30% | 1.00% | Q4 2020 | Q3 2023 | 12 |
West Financial Advisors, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Curran Financial Partners, LLC | 12 | 12 | 0.78% | 2.05% | 5.18% | Q4 2020 | Q3 2023 | 12 |
Johnson Bixby & Associates, LLC | 12 | 12 | 0.22% | 0.51% | 1.99% | Q4 2020 | Q3 2023 | 12 |
Wells Financial Advisors INC | 12 | 12 | 2.89% | 5.36% | 7.02% | Q4 2020 | Q3 2023 | 12 |
Terra Nova Asset Management LLC | 6 | 1 | 0.41% | 0.68% | 0.90% | Q4 2018 | Q3 2023 | 12 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 12 | 12 | 0.29% | 0.89% | 2.19% | Q4 2020 | Q3 2023 | 12 |
Thomas J. Herzfeld Advisors, Inc. | 12 | 12 | 0.09% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
C Partners Holding GmbH | 12 | 12 | 24.42% | 32.18% | 43.60% | Q4 2014 | Q3 2017 | 12 |
Purus Wealth Management, LLC | 12 | 12 | 0.15% | 0.20% | 0.30% | Q4 2020 | Q3 2023 | 12 |
Sterling Financial Planning, Inc. | 12 | 12 | 1.45% | 1.94% | 2.28% | Q4 2020 | Q3 2023 | 12 |
TECTONIC ADVISORS LLC | 12 | 12 | 0.04% | 0.07% | 0.27% | Q4 2020 | Q3 2023 | 12 |
Montis Financial, LLC | 12 | 12 | 1.12% | 1.87% | 2.38% | Q4 2020 | Q3 2023 | 12 |
IBEX WEALTH ADVISORS | 5 | 1 | 0.00% | 0.34% | 1.53% | Q4 2016 | Q3 2023 | 12 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11 | 1 | 0.16% | 0.26% | 1.11% | Q2 2013 | Q3 2023 | 12 |
McKinley Carter Wealth Services, Inc. | 12 | 12 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 12 |
Yellowstone Partners, LLC | 12 | 12 | 0.12% | 0.30% | 0.47% | Q4 2013 | Q3 2016 | 12 |
Inlet Private Wealth, LLC | 11 | 1 | 0.14% | 0.51% | 0.80% | Q4 2018 | Q2 2022 | 12 |
WESPAC Advisors, LLC | 6 | 3 | 0.51% | 3.62% | 8.22% | Q2 2019 | Q3 2023 | 12 |
Destiny Wealth Partners, LLC | 12 | 12 | 0.09% | 0.25% | 1.27% | Q4 2020 | Q3 2023 | 12 |
Camarda Financial Advisors, LLC | 4 | 1 | 0.00% | 1.35% | 4.19% | Q2 2013 | Q3 2023 | 12 |
Tahithromos, L.L.C. | 11 | 1 | 2.39% | 15.03% | 44.84% | Q1 2015 | Q1 2018 | 12 |
&PARTNERS | 12 | 12 | 0.11% | 0.14% | 0.22% | Q3 2020 | Q2 2023 | 12 |
Keystone Financial Group | 10 | 2 | 0.04% | 0.06% | 0.08% | Q3 2020 | Q3 2023 | 12 |
Oder Investment Management, LLC | 12 | 12 | 0.55% | 0.75% | 0.92% | Q4 2020 | Q3 2023 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 12 |
Sound Point Capital Management, LP | 7 | 7 | 1.60% | 7.90% | 25.90% | Q2 2020 | Q4 2021 | 12 |
BANK OF HAWAII | 12 | 12 | 0.03% | 0.74% | 3.93% | Q2 2013 | Q1 2016 | 12 |
Savior LLC | 7 | 5 | 0.00% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 12 |
AXA S.A. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2016 | 12 |
3G Capital Partners | 6 | 1 | 0.13% | 2.24% | 4.75% | Q2 2013 | Q2 2018 | 12 |
BRIGADE CAPITAL MANAGEMENT, LP | 6 | 1 | 0.38% | 5.75% | 21.06% | Q4 2017 | Q3 2021 | 12 |
Zeit Capital LLC | 12 | 12 | 3.24% | 3.75% | 4.30% | Q4 2020 | Q3 2023 | 12 |
Sovereign Financial Group, Inc. | 12 | 12 | 0.28% | 0.38% | 0.51% | Q4 2020 | Q3 2023 | 12 |
CARLSON CAPITAL L P | 7 | 1 | 0.01% | 0.09% | 0.64% | Q3 2018 | Q1 2023 | 12 |
Vontobel Holding Ltd. | 12 | 12 | 0.01% | 0.06% | 0.11% | Q4 2020 | Q3 2023 | 12 |
CHILTON CAPITAL MANAGEMENT LLC | 9 | 3 | 0.00% | 0.02% | 0.02% | Q2 2013 | Q3 2023 | 12 |
Claybrook Capital, LLC | 10 | 1 | 0.07% | 0.87% | 1.51% | Q4 2018 | Q3 2023 | 12 |
Annandale Capital, LLC | 12 | 12 | 0.83% | 1.65% | 3.49% | Q4 2020 | Q3 2023 | 12 |
Cadent Capital Advisors, LLC | 12 | 12 | 0.28% | 0.83% | 2.31% | Q4 2020 | Q3 2023 | 12 |
J.P. Morgan Private Wealth Advisors LLC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q1 2022 | 12 |
Mayflower Financial Advisors, LLC | 12 | 12 | 0.32% | 0.40% | 0.55% | Q4 2020 | Q3 2023 | 12 |
55I, LLC | 12 | 12 | 0.02% | 0.07% | 0.13% | Q2 2019 | Q1 2022 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.05% | 2.66% | 10.14% | Q4 2018 | Q3 2021 | 12 |
Palumbo Wealth Management LLC | 12 | 12 | 5.74% | 6.31% | 6.92% | Q4 2020 | Q3 2023 | 12 |
Wealthstreet Investment Advisors, LLC | 6 | 6 | 0.02% | 0.07% | 0.19% | Q1 2018 | Q1 2021 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.36% | 0.70% | 1.20% | Q4 2020 | Q3 2023 | 12 |
Boston Common Asset Management, LLC | 5 | 1 | 0.00% | 0.04% | 0.24% | Q2 2013 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Main Street Financial Solutions, LLC | 12 | 12 | 0.21% | 0.26% | 0.56% | Q4 2020 | Q3 2023 | 12 |
Requisite Capital Management, LLC | 12 | 12 | 0.17% | 1.96% | 5.55% | Q3 2019 | Q2 2022 | 12 |
AMARILLO NATIONAL BANK | 5 | 3 | 0.04% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 12 |
Sunflower Bank, N.A. | 12 | 12 | 0.06% | 0.08% | 0.11% | Q4 2020 | Q3 2023 | 12 |
WESTWOOD HOLDINGS GROUP INC | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 12 |
AGF INVESTMENTS INC. | 5 | 1 | 0.00% | 0.07% | 0.15% | Q2 2013 | Q1 2022 | 12 |
WINTRUST INVESTMENTS LLC | 5 | 1 | 0.03% | 0.07% | 0.15% | Q3 2016 | Q3 2023 | 12 |
Signature Wealth Management Partners, LLC | 12 | 12 | 0.34% | 0.70% | 1.27% | Q4 2020 | Q3 2023 | 12 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 12 | 12 | 0.01% | 0.12% | 0.50% | Q4 2019 | Q3 2022 | 12 |
Financial Avengers, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 6 | 6 | 0.12% | 0.64% | 5.07% | Q4 2020 | Q1 2022 | 12 |
Select Asset Management & Trust | 8 | 1 | 0.38% | 2.73% | 6.91% | Q4 2013 | Q3 2022 | 12 |
DELTEC ASSET MANAGEMENT LLC | 7 | 1 | 0.05% | 0.30% | 0.65% | Q2 2013 | Q1 2023 | 12 |
BTR CAPITAL MANAGEMENT INC | 9 | 3 | 0.03% | 0.07% | 0.13% | Q2 2013 | Q2 2022 | 12 |
Berger Financial Group, Inc | 12 | 12 | 0.04% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
NORTHEAST INVESTMENT MANAGEMENT | 10 | 2 | 0.02% | 0.21% | 1.23% | Q2 2013 | Q4 2016 | 12 |
IMS Capital Management | 10 | 1 | 0.07% | 0.33% | 0.40% | Q2 2013 | Q3 2023 | 12 |
PICTET BANK & TRUST Ltd | 9 | 1 | 0.14% | 2.11% | 5.11% | Q1 2017 | Q1 2023 | 12 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 8 | 4 | 0.03% | 0.26% | 0.39% | Q4 2017 | Q1 2022 | 12 |
NEUMEIER POMA INVESTMENT COUNSEL LLC | 6 | 6 | 0.52% | 0.75% | 1.18% | Q2 2013 | Q4 2020 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.30% | 0.46% | 0.68% | Q4 2020 | Q3 2023 | 12 |
Westchester Capital Management, Inc. | 7 | 5 | 0.02% | 0.07% | 0.29% | Q2 2013 | Q4 2017 | 12 |
Orbitronix, LP | 3 | 1 | 0.28% | 1.56% | 4.96% | Q1 2014 | Q3 2016 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 1 | 0.07% | 0.18% | 0.37% | Q1 2020 | Q3 2023 | 12 |
Elmwood Wealth Management, Inc. | 6 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q4 2021 | 12 |
Mountain Lake Investment Management LLC | 6 | 6 | 0.18% | 6.88% | 14.45% | Q2 2013 | Q2 2021 | 12 |
OLD DOMINION CAPITAL MANAGEMENT INC | 9 | 3 | 0.06% | 0.09% | 0.12% | Q3 2018 | Q3 2021 | 12 |
Mayfair Advisory Group, LLC | 12 | 12 | 0.25% | 0.36% | 0.50% | Q4 2020 | Q3 2023 | 12 |
Eidelman Virant Capital | 10 | 2 | 0.10% | 0.67% | 1.51% | Q2 2013 | Q3 2022 | 12 |
VESTOR CAPITAL, LLC | 12 | 12 | 0.05% | 0.06% | 0.08% | Q4 2020 | Q3 2023 | 12 |
tru Independence LLC | 12 | 12 | 0.01% | 2.59% | 19.63% | Q4 2019 | Q3 2022 | 12 |
Tamar Securities, LLC | 11 | 1 | 0.35% | 0.76% | 1.06% | Q2 2020 | Q3 2023 | 12 |
SteelPeak Wealth, LLC | 7 | 4 | 0.01% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.25% | 0.29% | 0.36% | Q4 2020 | Q3 2023 | 12 |
Bristlecone Advisors, LLC | 11 | 1 | 0.02% | 0.05% | 0.07% | Q3 2017 | Q4 2022 | 12 |
WBH ADVISORY INC | 6 | 1 | 0.03% | 0.08% | 0.16% | Q2 2013 | Q2 2023 | 12 |
Canal Insurance CO | 8 | 2 | 0.01% | 0.35% | 0.45% | Q1 2016 | Q4 2018 | 12 |
Coastline Trust Co | 11 | 1 | 0.03% | 0.11% | 0.28% | Q2 2013 | Q3 2020 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.13% | 0.41% | 0.99% | Q4 2020 | Q3 2023 | 12 |
Mariner Wealth Advisors-Cincinnati, LLC | 12 | 12 | 0.02% | 0.89% | 2.00% | Q4 2015 | Q3 2018 | 12 |
BERKSHIRE ASSET MANAGEMENT LLC/PA | 6 | 3 | 0.02% | 0.07% | 0.33% | Q2 2013 | Q3 2023 | 12 |
LeJeune Puetz Investment Counsel LLC | 8 | 1 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q1 2023 | 12 |
Lombard Odier & Cie (Canada), Limited Partnership | 12 | 12 | 0.53% | 1.12% | 2.14% | Q4 2013 | Q3 2016 | 12 |
SOUTH TEXAS MONEY MANAGEMENT LTD | 10 | 2 | 1.23% | 3.19% | 4.66% | Q2 2013 | Q3 2019 | 12 |
KELLY LAWRENCE W & ASSOCIATES INC/CA | 6 | 2 | 0.00% | 0.07% | 0.26% | Q2 2013 | Q3 2022 | 12 |
GARDNER LEWIS ASSET MANAGEMENT L P | 12 | 12 | 0.38% | 0.57% | 0.85% | Q3 2019 | Q2 2022 | 12 |
Southland Equity Partners LLC | 12 | 12 | 0.13% | 0.18% | 0.23% | Q4 2020 | Q3 2023 | 12 |
Northeast Financial Group, Inc. | 12 | 12 | 1.97% | 3.47% | 5.34% | Q4 2020 | Q3 2023 | 12 |
MBA Advisors LLC | 11 | 11 | 0.54% | 0.73% | 0.92% | Q1 2021 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 11 |
Empire Life Investments Inc. | 6 | 2 | 0.01% | 0.11% | 0.29% | Q1 2018 | Q3 2022 | 11 |
ATHERTON LANE ADVISERS, LLC | 11 | 11 | 0.02% | 0.47% | 4.76% | Q2 2013 | Q4 2015 | 11 |
Blue Chip Partners, LLC | 7 | 1 | 0.02% | 0.07% | 0.11% | Q1 2020 | Q3 2023 | 11 |
Parisi Gray Wealth Management | 6 | 5 | 0.01% | 0.72% | 2.36% | Q4 2017 | Q3 2021 | 11 |
PITCAIRN CO | 11 | 11 | 0.11% | 0.45% | 0.66% | Q1 2021 | Q3 2023 | 11 |
Pathway Financial Advisors LLC | 9 | 1 | 0.12% | 0.24% | 0.30% | Q4 2017 | Q4 2021 | 11 |
Moser Wealth Advisors, LLC | 8 | 1 | 0.00% | 0.03% | 0.27% | Q4 2019 | Q3 2023 | 11 |
Qube Research & Technologies Ltd | 5 | 1 | 0.01% | 0.48% | 2.04% | Q4 2019 | Q2 2023 | 11 |
Wilkinson Global Asset Management LLC | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Provident Investment Management, Inc. | 11 | 11 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Rock Point Advisors, LLC | 11 | 11 | 0.10% | 0.16% | 0.19% | Q2 2013 | Q4 2015 | 11 |
Tuttle Capital Management, LLC | 5 | 1 | 0.08% | 1.18% | 5.10% | Q1 2016 | Q1 2021 | 11 |
Sierra Capital LLC | 11 | 11 | 0.18% | 0.59% | 0.77% | Q1 2021 | Q3 2023 | 11 |
ACT WEALTH MANAGEMENT, LLC | 11 | 11 | 10.08% | 11.15% | 11.64% | Q4 2020 | Q2 2023 | 11 |
SkyView Investment Advisors, LLC | 11 | 11 | 0.88% | 1.17% | 1.65% | Q4 2020 | Q2 2023 | 11 |
First Dallas Securities Inc. | 8 | 1 | 0.07% | 1.02% | 2.60% | Q2 2014 | Q3 2023 | 11 |
TBH Global Asset Management, LLC | 11 | 11 | 0.12% | 0.19% | 0.23% | Q1 2021 | Q3 2023 | 11 |
LMR Partners LLP | 10 | 1 | 0.09% | 0.46% | 1.63% | Q2 2019 | Q3 2023 | 11 |
Willingdon Wealth Management | 11 | 11 | 0.01% | 0.97% | 4.68% | Q3 2017 | Q1 2020 | 11 |
MONROE BANK & TRUST/MI | 6 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2016 | 11 |
Zweig-DiMenna Associates LLC | 11 | 11 | 0.04% | 0.12% | 0.40% | Q1 2015 | Q3 2017 | 11 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 10 | 1 | 0.01% | 0.10% | 0.13% | Q4 2018 | Q3 2023 | 11 |
Dunvegan Associates, Inc. | 11 | 11 | 3.71% | 4.83% | 6.92% | Q2 2013 | Q4 2015 | 11 |
Essex Savings Bank | 5 | 3 | 0.02% | 0.08% | 0.13% | Q4 2018 | Q3 2023 | 11 |
EMORY UNIVERSITY | 11 | 11 | 0.00% | 20.00% | 39.30% | Q2 2011 | Q4 2013 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 11 |
HBC Financial Services, PLLC | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
TRUEWEALTH LLC | 11 | 11 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q2 2020 | 11 |
Valentine Capital Asset Management, Inc. | 10 | 1 | 0.07% | 0.11% | 0.18% | Q1 2012 | Q4 2015 | 11 |
Westshore Wealth, LLC | 10 | 1 | 0.27% | 0.43% | 0.55% | Q4 2019 | Q2 2023 | 11 |
AlphaCore Capital LLC | 9 | 2 | 0.10% | 2.10% | 3.20% | Q4 2019 | Q3 2023 | 11 |
HYA Advisors, Inc | 11 | 11 | 0.14% | 0.19% | 0.27% | Q4 2019 | Q2 2022 | 11 |
NN Investment Partners Holdings N.V. | 11 | 11 | 0.10% | 0.16% | 0.21% | Q2 2016 | Q4 2018 | 11 |
Summit Financial Strategies, Inc. | 10 | 1 | 0.32% | 0.43% | 1.21% | Q4 2014 | Q3 2023 | 11 |
Capital Advisors Wealth Management, LLC | 11 | 11 | 0.11% | 0.55% | 2.65% | Q1 2021 | Q3 2023 | 11 |
Selective Wealth Management, Inc. | 10 | 1 | 0.03% | 0.06% | 0.17% | Q3 2018 | Q3 2022 | 11 |
GSB Wealth Management, LLC | 11 | 11 | 0.43% | 0.66% | 1.32% | Q1 2021 | Q3 2023 | 11 |
KG&L Capital Management,LLC | 10 | 1 | 0.10% | 0.15% | 0.19% | Q4 2020 | Q3 2023 | 11 |
Sand Hill Global Advisors, LLC | 10 | 1 | 0.01% | 0.06% | 0.10% | Q4 2020 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 1.13% | 1.32% | 1.66% | Q1 2014 | Q1 2017 | 11 |
McClarren Financial Advisors, Inc. | 6 | 5 | 0.01% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 11 |
Orion Capital Management LLC | 10 | 1 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q3 2023 | 11 |
CHIRON CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.55% | 0.86% | 1.19% | Q1 2021 | Q3 2023 | 11 |
GREAT WEST LIFE ASSURANCE CO /CAN/ | 8 | 1 | 0.00% | 0.03% | 0.17% | Q3 2013 | Q2 2020 | 11 |
Cassia Capital Partners, LLC | 8 | 3 | 3.48% | 4.68% | 8.08% | Q4 2020 | Q3 2023 | 11 |
BHF Kleinwort Benson Group S.A. | 11 | 11 | 0.00% | 0.06% | 0.13% | Q2 2013 | Q4 2015 | 11 |
Bell & Brown Wealth Advisors, LLC | 8 | 3 | 0.19% | 1.44% | 2.56% | Q1 2020 | Q2 2023 | 11 |
Piscataqua Savings Bank | 11 | 11 | 0.05% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Graves Light Lenhart Wealth, Inc. | 8 | 3 | 0.03% | 0.03% | 0.05% | Q3 2020 | Q2 2023 | 11 |
Timber Hill LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2017 | 11 |
Financial Partners Group, Inc | 11 | 11 | 0.05% | 0.10% | 0.14% | Q1 2021 | Q3 2023 | 11 |
Cadence Wealth Management LLC | 11 | 11 | 6.62% | 13.42% | 18.26% | Q1 2021 | Q3 2023 | 11 |
SkyOak Wealth, LLC | 9 | 2 | 0.08% | 0.26% | 0.36% | Q1 2020 | Q3 2023 | 11 |
44 WEALTH MANAGEMENT LLC | 11 | 11 | 0.61% | 0.75% | 0.90% | Q4 2020 | Q2 2023 | 11 |
SG3 Management, LLC | 9 | 9 | 0.02% | 0.51% | 2.89% | Q1 2020 | Q1 2022 | 11 |
Sather Financial Group Inc | 11 | 11 | 0.49% | 1.01% | 1.74% | Q2 2013 | Q4 2015 | 11 |
JGP Wealth Management, LLC | 11 | 11 | 0.06% | 0.09% | 0.32% | Q1 2020 | Q3 2022 | 11 |
Corundum Group, Inc. | 10 | 1 | 0.34% | 1.35% | 4.81% | Q3 2016 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.14% | 0.18% | 0.24% | Q1 2021 | Q3 2023 | 11 |
Johnson Midwest Financial, LLC | 11 | 11 | 0.01% | 0.02% | 0.07% | Q1 2021 | Q3 2023 | 11 |
VALLEY FORGE ASSET MANAGEMENT, LLC | 11 | 11 | 0.06% | 0.20% | 0.34% | Q2 2013 | Q4 2015 | 11 |
Bard Financial Services, Inc. | 11 | 11 | 0.09% | 0.11% | 0.14% | Q4 2020 | Q2 2023 | 11 |
HOERTKORN RICHARD CHARLES | 11 | 11 | 0.04% | 0.05% | 0.06% | Q4 2013 | Q2 2016 | 11 |
MOULTON WEALTH MANAGEMENT, INC | 9 | 1 | 0.28% | 2.27% | 3.62% | Q4 2019 | Q3 2023 | 11 |
GERMAN AMERICAN BANCORP, INC. | 7 | 4 | 0.03% | 0.06% | 0.12% | Q2 2018 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.39% | 0.46% | 0.60% | Q4 2020 | Q2 2023 | 11 |
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
Bernardo Wealth Planning LLC | 10 | 1 | 0.08% | 0.14% | 0.16% | Q1 2020 | Q2 2023 | 11 |
Hawkins Capital L.P. | 8 | 8 | 0.04% | 2.14% | 6.28% | Q1 2016 | Q4 2017 | 11 |
SYM FINANCIAL Corp | 7 | 1 | 0.06% | 0.09% | 0.13% | Q4 2017 | Q3 2023 | 11 |
Minot Wealth Management LLC | 11 | 11 | 0.50% | 1.06% | 2.40% | Q4 2019 | Q2 2022 | 11 |
Pinnacle Summer Investments, Inc. | 11 | 11 | 0.02% | 0.19% | 0.26% | Q2 2013 | Q4 2015 | 11 |
ING GROEP NV | 7 | 1 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q3 2018 | 11 |
Bradley & Co. Private Wealth Management, LLC | 11 | 11 | 0.49% | 0.66% | 1.13% | Q1 2021 | Q3 2023 | 11 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 10 | 1 | 0.00% | 0.03% | 0.05% | Q4 2016 | Q4 2019 | 11 |
Wealth Architects, LLC | 10 | 1 | 0.08% | 0.09% | 0.13% | Q4 2015 | Q3 2022 | 11 |
Bangor Savings Bank | 6 | 5 | 0.01% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 11 |
Hoxton Financial, Inc. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2016 | 11 |
RATIONAL ADVISORS LLC | 5 | 1 | 0.00% | 0.34% | 1.14% | Q2 2018 | Q3 2022 | 11 |
Colonial River Wealth Management, LLC | 8 | 3 | 0.10% | 0.32% | 1.36% | Q4 2020 | Q3 2023 | 11 |
Kavar Capital Partners, LLC | 4 | 1 | 0.04% | 0.19% | 0.60% | Q4 2013 | Q3 2020 | 11 |
Relative Value Partners Group, LLC | 6 | 5 | 0.02% | 0.03% | 0.04% | Q2 2015 | Q3 2023 | 11 |
Activest Wealth Management | 11 | 11 | 0.30% | 1.32% | 4.39% | Q1 2021 | Q3 2023 | 11 |
Narus Financial Partners, LLC | 7 | 4 | 0.88% | 1.61% | 2.08% | Q4 2016 | Q3 2023 | 11 |
WT Wealth Management | 11 | 11 | 0.08% | 0.70% | 1.69% | Q3 2019 | Q1 2022 | 11 |
Danda Trouve Investment Management, Inc. | 7 | 4 | 0.08% | 3.69% | 7.86% | Q4 2019 | Q3 2022 | 11 |
Squar Milner Financial Services LLC | 11 | 11 | 0.20% | 0.35% | 0.48% | Q4 2017 | Q2 2020 | 11 |
Waldron Private Wealth LLC | 8 | 1 | 0.01% | 0.04% | 0.10% | Q1 2014 | Q2 2022 | 11 |
Paragon Advisors, LLC | 8 | 3 | 0.07% | 0.19% | 0.38% | Q2 2020 | Q3 2023 | 11 |
Woodson Capital Management, LP | 6 | 3 | 2.16% | 4.42% | 7.78% | Q2 2020 | Q3 2022 | 11 |
Spruce Investment Advisors LLC | 11 | 11 | 0.13% | 0.31% | 1.38% | Q2 2013 | Q4 2015 | 11 |
FALCON POINT CAPITAL, LLC | 8 | 3 | 0.08% | 0.52% | 2.78% | Q3 2016 | Q3 2020 | 11 |
INVESTMENT HOUSE LLC | 4 | 1 | 0.03% | 0.10% | 0.28% | Q3 2015 | Q3 2022 | 11 |
United Bank | 11 | 11 | 0.24% | 0.26% | 0.30% | Q1 2021 | Q3 2023 | 11 |
Kaizen Financial Strategies | 9 | 2 | 0.24% | 0.84% | 2.25% | Q4 2020 | Q3 2023 | 11 |
Nikulski Financial, Inc. | 10 | 1 | 0.15% | 0.47% | 0.96% | Q1 2018 | Q3 2023 | 11 |
MD Financial Management Inc. | 11 | 11 | 0.32% | 1.03% | 1.56% | Q2 2019 | Q4 2021 | 11 |
CMG Global Holdings, LLC | 11 | 11 | 0.65% | 1.51% | 2.08% | Q1 2021 | Q3 2023 | 11 |
DDD Partners, LLC | 6 | 5 | 0.69% | 1.66% | 3.36% | Q4 2018 | Q2 2022 | 11 |
Pomelo Capital LLC | 7 | 7 | 0.00% | 0.22% | 0.84% | Q2 2013 | Q4 2014 | 11 |
Principal Street Partners, LLC | 11 | 11 | 0.09% | 0.19% | 0.31% | Q1 2021 | Q3 2023 | 11 |
Compass Ion Advisors, LLC | 6 | 5 | 0.06% | 2.77% | 7.82% | Q4 2019 | Q3 2023 | 11 |
Ten Capital Wealth Advisors, LLC | 10 | 10 | 0.01% | 0.02% | 0.09% | Q4 2020 | Q1 2023 | 10 |
SANDLER CAPITAL MANAGEMENT | 3 | 1 | 0.04% | 1.67% | 4.25% | Q2 2013 | Q4 2020 | 10 |
COLUMBIA PARTNERS L.L.C. INVESTMENT MANAGEMENT | 10 | 10 | 0.04% | 0.17% | 0.27% | Q1 2013 | Q2 2015 | 10 |
EVERMAY WEALTH MANAGEMENT LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
CADENCE BANK NA | 9 | 1 | 0.07% | 0.09% | 0.16% | Q1 2015 | Q2 2022 | 10 |
BOYS ARNOLD & CO INC | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2016 | Q3 2018 | 10 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 10 | 0.00% | 0.28% | 0.63% | Q2 2013 | Q3 2015 | 10 |
IRONWOOD INVESTMENT MANAGEMENT LLC | 10 | 10 | 0.43% | 0.57% | 0.84% | Q2 2020 | Q3 2022 | 10 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 10 | 0.04% | 0.13% | 0.26% | Q2 2021 | Q3 2023 | 10 |
CYPRESS CAPITAL MANAGEMENT LLC | 9 | 1 | 0.02% | 0.04% | 0.09% | Q4 2018 | Q2 2022 | 10 |
EQUITEC PROPRIETARY MARKETS, LLC | 3 | 1 | 0.01% | 0.29% | 1.00% | Q1 2015 | Q3 2023 | 10 |
HIGH POINT BANK & TRUST CO | 10 | 10 | 0.00% | 0.17% | 0.82% | Q2 2013 | Q3 2015 | 10 |
WYNNEFIELD CAPITAL INC | 10 | 10 | 0.40% | 0.47% | 0.57% | Q2 2013 | Q3 2015 | 10 |
Owl Creek Asset Management, L.P. | 10 | 10 | 11.73% | 19.62% | 29.98% | Q4 2018 | Q1 2021 | 10 |
Saturna Capital CORP | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 10 |
Advisors Capital Management, LLC | 8 | 2 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 10 |
Round Table Services, LLC | 9 | 1 | 0.10% | 0.13% | 0.19% | Q2 2013 | Q3 2018 | 10 |
Marble Harbor Investment Counsel, LLC | 10 | 10 | 0.13% | 0.19% | 0.37% | Q2 2013 | Q3 2015 | 10 |
BANK OF STOCKTON | 7 | 1 | 0.08% | 0.34% | 0.78% | Q2 2013 | Q3 2022 | 10 |
Laurion Capital Management LP | 4 | 1 | 0.03% | 0.61% | 2.04% | Q4 2013 | Q3 2020 | 10 |
683 Capital Management, LLC | 4 | 3 | 0.15% | 9.50% | 30.49% | Q2 2013 | Q1 2015 | 10 |
Meritage Group LP | 7 | 1 | 0.30% | 1.71% | 2.94% | Q4 2013 | Q4 2016 | 10 |
MOORE CAPITAL MANAGEMENT, LP | 2 | 1 | 0.02% | 0.58% | 2.18% | Q1 2014 | Q4 2020 | 10 |
Cohen Klingenstein LLC | 10 | 10 | 0.16% | 0.21% | 0.26% | Q2 2013 | Q3 2015 | 10 |
Parkside Financial Bank & Trust | 4 | 2 | 0.00% | 0.01% | 0.06% | Q3 2015 | Q3 2023 | 10 |
Granite Investment Advisors, LLC | 10 | 10 | 0.04% | 0.10% | 0.18% | Q2 2019 | Q3 2021 | 10 |
RiverFront Investment Group, LLC | 7 | 3 | 0.46% | 1.22% | 2.44% | Q4 2008 | Q1 2012 | 10 |
Argentus Capital Management, LLC | 5 | 1 | 0.05% | 0.45% | 1.11% | Q2 2013 | Q3 2016 | 10 |
Live Your Vision, LLC | 10 | 10 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2019 | 10 |
Convergent Wealth Advisors | 10 | 10 | 0.64% | 11.89% | 27.81% | Q2 2013 | Q3 2015 | 10 |
Charles Schwab Investment Advisory, Inc. | 6 | 4 | 0.00% | 0.35% | 0.92% | Q3 2013 | Q4 2019 | 10 |
AT Bancorp | 10 | 10 | 1.41% | 1.77% | 2.27% | Q2 2013 | Q3 2015 | 10 |
Titan Capital Management, LLC /TX | 5 | 1 | 0.19% | 4.10% | 10.33% | Q4 2018 | Q2 2023 | 10 |
Cambria Investment Management, L.P. | 10 | 10 | 1.30% | 1.66% | 2.74% | Q2 2017 | Q3 2019 | 10 |
Centre Asset Management, LLC | 8 | 2 | 0.42% | 0.55% | 0.82% | Q1 2014 | Q2 2022 | 10 |
Glaxis Capital Management, LLC | 2 | 1 | 0.22% | 13.44% | 47.44% | Q2 2014 | Q2 2023 | 10 |
Iowa State Bank | 6 | 2 | 0.06% | 0.10% | 0.17% | Q2 2013 | Q3 2023 | 10 |
Diligent Investors, LLC | 10 | 10 | 0.09% | 0.11% | 0.12% | Q2 2021 | Q3 2023 | 10 |
Filament LLC | 5 | 5 | 0.06% | 0.13% | 0.28% | Q2 2013 | Q3 2020 | 10 |
Main Management LLC | 4 | 1 | 0.03% | 0.72% | 1.77% | Q2 2013 | Q3 2023 | 10 |
Central Asset Investments & Management Holdings (HK) Ltd | 5 | 1 | 0.21% | 1.03% | 2.42% | Q4 2012 | Q2 2023 | 10 |
Arbor Investment Advisors, LLC | 10 | 10 | 0.04% | 0.06% | 0.07% | Q2 2021 | Q3 2023 | 10 |
Napier Park Global Capital (US) LP | 8 | 2 | 0.12% | 1.36% | 5.75% | Q2 2018 | Q1 2021 | 10 |
GUARDIAN POINT CAPITAL, LP | 7 | 3 | 4.63% | 13.22% | 22.63% | Q2 2019 | Q3 2023 | 10 |
Astor Investment Management LLC | 4 | 2 | 0.04% | 2.15% | 4.54% | Q1 2018 | Q2 2022 | 10 |
JANICZEK WEALTH MANAGEMENT, LLC | 9 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 10 |
Sullivan, Bruyette, Speros & Blaney, LLC | 10 | 10 | 0.17% | 0.20% | 0.25% | Q4 2018 | Q1 2021 | 10 |
American Money Management, LLC | 8 | 2 | 0.16% | 0.20% | 0.24% | Q4 2013 | Q3 2016 | 10 |
Caprock Group, LLC | 10 | 10 | 0.94% | 3.35% | 7.38% | Q4 2014 | Q1 2017 | 10 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 10 | 10 | 0.02% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 10 |
Trexquant Investment LP | 5 | 5 | 0.01% | 0.03% | 0.07% | Q4 2020 | Q2 2023 | 10 |
BFAM Partners (Cayman) Ltd | 5 | 2 | 0.81% | 7.48% | 17.12% | Q4 2019 | Q3 2021 | 10 |
MISSION WEALTH MANAGEMENT, LP | 9 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 10 |
Deane Retirement Strategies, Inc. | 4 | 1 | 0.00% | 1.79% | 3.17% | Q2 2020 | Q3 2023 | 10 |
Kovitz Investment Group Partners, LLC | 9 | 1 | 0.01% | 0.02% | 0.03% | Q1 2019 | Q4 2021 | 10 |
Allegis Investment Advisors, LLC | 10 | 10 | 0.07% | 0.75% | 2.52% | Q4 2015 | Q1 2018 | 10 |
Members Trust Co | 8 | 2 | 0.02% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 10 |
Hunting Hill Global Capital, LLC | 4 | 1 | 0.26% | 1.11% | 4.89% | Q1 2020 | Q3 2023 | 10 |
Founders Capital Management | 5 | 5 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q4 2023 | 10 |
Clearstead Trust, LLC | 7 | 3 | 0.01% | 0.07% | 0.10% | Q1 2020 | Q3 2023 | 10 |
Measured Wealth Private Client Group, LLC | 9 | 1 | 0.02% | 2.51% | 3.93% | Q3 2018 | Q3 2023 | 10 |
Claraphi Advisory Network, LLC | 7 | 1 | 0.10% | 1.34% | 4.10% | Q2 2019 | Q4 2022 | 10 |
Refined Wealth Management | 10 | 10 | 4.48% | 4.92% | 5.52% | Q2 2021 | Q3 2023 | 10 |
Taylor Hoffman Wealth Management | 9 | 1 | 0.01% | 0.03% | 0.04% | Q4 2017 | Q2 2020 | 10 |
Northwest Capital Management Inc | 8 | 2 | 0.01% | 0.39% | 0.65% | Q4 2017 | Q3 2023 | 10 |
Lucia Wealth Services, LLC | 7 | 3 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q3 2020 | 10 |
Towerpoint Wealth, LLC | 10 | 10 | 0.12% | 0.31% | 0.52% | Q2 2021 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
West Branch Capital LLC | 10 | 10 | 0.04% | 0.05% | 0.09% | Q2 2021 | Q3 2023 | 10 |
Altium Wealth Management LLC | 9 | 1 | 0.02% | 0.03% | 0.08% | Q1 2018 | Q2 2022 | 10 |
Cooper Financial Group | 7 | 3 | 0.06% | 0.10% | 0.26% | Q3 2020 | Q3 2023 | 10 |
Strategic Investment Advisors / MI | 8 | 2 | 0.05% | 0.34% | 0.82% | Q3 2019 | Q2 2022 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
Summit Financial, LLC | 10 | 10 | 0.04% | 0.15% | 0.25% | Q2 2021 | Q3 2023 | 10 |
Cedar Brook Financial Partners, LLC | 6 | 1 | 0.06% | 0.16% | 0.28% | Q4 2018 | Q3 2023 | 10 |
KMG FIDUCIARY PARTNERS, LLC | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2023 | 10 |
WADDELL & ASSOCIATES, LLC | 10 | 10 | 0.04% | 0.16% | 0.40% | Q2 2021 | Q3 2023 | 10 |
Keudell/Morrison Wealth Management | 10 | 10 | 0.11% | 0.13% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Arkfeld Wealth Strategies, L.L.C. | 10 | 10 | 0.16% | 1.38% | 2.19% | Q2 2021 | Q3 2023 | 10 |
Heartwood Wealth Advisors LLC | 6 | 4 | 0.04% | 1.53% | 3.09% | Q4 2019 | Q3 2023 | 10 |
Lloyd Advisory Services, LLC. | 10 | 10 | 0.22% | 4.27% | 9.27% | Q4 2019 | Q1 2022 | 10 |
Tatro Capital, LLC | 10 | 10 | 3.01% | 6.49% | 9.52% | Q4 2019 | Q1 2022 | 10 |
Legacy Wealth Planning, LLC | 10 | 10 | 0.26% | 0.77% | 1.38% | Q2 2020 | Q3 2022 | 10 |
Center for Financial Planning, Inc. | 7 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2022 | 10 |
Advisor Resource Council | 10 | 10 | 0.64% | 1.67% | 2.58% | Q2 2021 | Q3 2023 | 10 |
Bordeaux Wealth Advisors LLC | 7 | 3 | 0.09% | 0.20% | 0.48% | Q4 2020 | Q2 2023 | 10 |
Crew Capital Management, Ltd. | 10 | 10 | 0.26% | 1.48% | 2.94% | Q1 2021 | Q2 2023 | 10 |
MINOT CAPITAL, LP | 10 | 10 | 3.75% | 6.20% | 9.28% | Q4 2018 | Q1 2021 | 10 |
Alta Wealth Advisors LLC | 10 | 10 | 0.17% | 0.21% | 0.27% | Q2 2021 | Q3 2023 | 10 |
Oakwell Private Wealth Management, LLC | 8 | 2 | 0.11% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 10 |
San Luis Wealth Advisors LLC | 9 | 1 | 0.40% | 1.37% | 3.14% | Q4 2020 | Q3 2023 | 10 |
MBL Wealth, LLC | 7 | 1 | 0.24% | 0.56% | 1.42% | Q4 2020 | Q3 2023 | 10 |
Twin Lakes Capital Management, LLC | 5 | 5 | 0.06% | 0.24% | 0.33% | Q1 2021 | Q3 2023 | 10 |
ENCOMPASS WEALTH ADVISORS, LLC | 10 | 10 | 0.33% | 0.45% | 0.53% | Q2 2021 | Q3 2023 | 10 |
Fermata Advisors, LLC | 9 | 1 | 0.13% | 0.38% | 0.94% | Q1 2021 | Q3 2023 | 10 |
EMFO, LLC | 10 | 10 | 0.45% | 1.20% | 1.43% | Q2 2021 | Q3 2023 | 10 |
WealthTrust Asset Management, LLC | 10 | 10 | 0.43% | 2.50% | 4.11% | Q2 2021 | Q3 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 1.71% | 2.23% | 2.68% | Q2 2021 | Q3 2023 | 10 |
Derbend Asset Management | 10 | 10 | 0.29% | 0.80% | 2.80% | Q2 2021 | Q3 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.11% | 0.15% | 0.22% | Q2 2021 | Q3 2023 | 10 |
Cowen Prime Advisors LLC | 9 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2023 | 10 |
Accurate Wealth Management, LLC | 10 | 10 | 0.15% | 4.16% | 11.57% | Q2 2021 | Q3 2023 | 10 |
Allspring Global Investments Holdings, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 10 |
Independent Wealth Network Inc. | 9 | 9 | 0.01% | 0.69% | 1.60% | Q3 2021 | Q3 2023 | 10 |
Range Financial Group LLC | 10 | 10 | 0.15% | 0.19% | 0.24% | Q2 2021 | Q3 2023 | 10 |
CITY NATIONAL BANK | 10 | 10 | 0.06% | 0.13% | 0.23% | Q2 2013 | Q3 2015 | 10 |
MONEY CONCEPTS CAPITAL CORP | 8 | 2 | 0.05% | 0.21% | 0.40% | Q4 2020 | Q3 2023 | 10 |
HC FINANCIAL ADVISORS INC | 10 | 10 | 0.08% | 0.12% | 0.15% | Q1 2020 | Q2 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.07% | 0.11% | 0.18% | Q1 2021 | Q3 2023 | 10 |
CAPSTONE ASSET MANAGEMENT CO | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q2 2017 | 10 |
TUDOR INVESTMENT CORP ET AL | 5 | 1 | 0.00% | 0.05% | 0.40% | Q2 2016 | Q3 2023 | 10 |
Delos Wealth Advisors, LLC | 9 | 9 | 0.00% | 1.91% | 3.14% | Q3 2021 | Q3 2023 | 9 |
Fairhaven Wealth Management, LLC | 6 | 1 | 0.09% | 0.17% | 0.25% | Q1 2020 | Q3 2023 | 9 |
Hoover Financial Advisors, Inc. | 8 | 1 | 0.19% | 0.50% | 0.90% | Q4 2018 | Q2 2021 | 9 |
Allred Capital Management, LLC | 6 | 1 | 0.03% | 0.11% | 0.15% | Q4 2019 | Q3 2023 | 9 |
Columbia Asset Management | 6 | 3 | 0.13% | 0.15% | 0.16% | Q2 2021 | Q3 2023 | 9 |
Eagle Bay Advisors LLC | 6 | 3 | 0.04% | 0.06% | 0.09% | Q2 2021 | Q3 2023 | 9 |
Kozak & Associates, Inc. | 9 | 9 | 0.02% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 9 |
PRIVATE ASSET MANAGEMENT INC | 9 | 9 | 0.04% | 0.04% | 0.05% | Q2 2018 | Q2 2020 | 9 |
Maltin Wealth Management, Inc. | 9 | 9 | 0.13% | 0.16% | 0.18% | Q2 2020 | Q2 2022 | 9 |
Jackson Financial Management | 9 | 9 | 2.95% | 5.81% | 9.23% | Q4 2017 | Q4 2019 | 9 |
Jackson Wealth Management, LLC | 7 | 1 | 0.04% | 0.22% | 0.51% | Q3 2015 | Q3 2023 | 9 |
Atlas Principals, LLC | 5 | 5 | 1.11% | 3.90% | 8.02% | Q4 2019 | Q4 2020 | 9 |
Bell Rock Capital LLC | 6 | 1 | 0.38% | 0.79% | 1.46% | Q2 2019 | Q3 2022 | 9 |
GREATMARK INVESTMENT PARTNERS, INC. | 6 | 3 | 0.04% | 0.13% | 0.23% | Q2 2013 | Q2 2021 | 9 |
McCarthy Grittinger Financial Group, LLC | 9 | 9 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2023 | 9 |
HHM Wealth Advisors, LLC | 9 | 9 | 0.04% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 9 |
Bartlett & Co. LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2023 | 9 |
Syverson Strege & Co | 9 | 9 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2023 | 9 |
Litman Gregory Wealth Management LLC | 6 | 3 | 0.00% | 0.04% | 0.08% | Q3 2020 | Q3 2023 | 9 |
Pure Financial Advisors, LLC | 9 | 9 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q4 2023 | 9 |
Seven Post Investment Office LP | 4 | 2 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q3 2023 | 9 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 7 | 2 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q2 2018 | 9 |
Eton Park Capital Management, L.P. | 5 | 5 | 4.64% | 14.85% | 30.57% | Q1 2016 | Q1 2017 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.02% | 0.44% | 0.71% | Q1 2018 | Q3 2023 | 9 |
HHG & Company, LLC | 9 | 9 | 0.43% | 0.64% | 1.08% | Q1 2014 | Q1 2016 | 9 |
FNY Partners Fund LP | 6 | 6 | 0.00% | 0.08% | 0.24% | Q4 2016 | Q1 2018 | 9 |
Rossmore Private Capital | 8 | 1 | 0.06% | 0.11% | 0.27% | Q4 2017 | Q1 2022 | 9 |
CNB Bank | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
ADE, LLC | 4 | 1 | 0.02% | 0.11% | 0.19% | Q4 2020 | Q3 2023 | 9 |
Capital Group Private Client Services, Inc. | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
CONNORS INVESTOR SERVICES INC | 7 | 1 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q3 2017 | 9 |
Herold Advisors, Inc. | 9 | 9 | 0.22% | 0.29% | 0.38% | Q3 2021 | Q3 2023 | 9 |
MATRIX PRIVATE CAPITAL GROUP LLC | 9 | 9 | 0.14% | 0.37% | 0.63% | Q2 2020 | Q2 2022 | 9 |
Independent Portfolio Consultants, Inc. | 6 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q1 2017 | 9 |
WC Walker & Associates, Inc. | 9 | 9 | 0.21% | 0.26% | 0.35% | Q4 2020 | Q4 2022 | 9 |
Laurel Wealth Planning LLC | 9 | 9 | 0.04% | 1.14% | 2.78% | Q4 2020 | Q4 2022 | 9 |
STONNINGTON GROUP, LLC | 9 | 9 | 0.11% | 0.41% | 1.38% | Q1 2021 | Q1 2023 | 9 |
Eisler Capital (UK) Ltd. | 3 | 1 | 0.58% | 2.07% | 4.68% | Q1 2021 | Q3 2023 | 9 |
Telemark Asset Management, LLC | 3 | 1 | 1.06% | 3.63% | 7.28% | Q3 2013 | Q1 2023 | 9 |
Curi Wealth Management, LLC | 8 | 1 | 0.02% | 0.49% | 0.92% | Q4 2020 | Q3 2023 | 9 |
U.S. Capital Wealth Advisors, LLC | 9 | 9 | 0.14% | 0.29% | 0.43% | Q3 2021 | Q3 2023 | 9 |
PROSPECTOR PARTNERS LLC | 9 | 9 | 0.03% | 0.08% | 0.14% | Q2 2013 | Q2 2015 | 9 |
Flagship Private Wealth, LLC | 4 | 2 | 0.03% | 0.36% | 0.81% | Q4 2020 | Q3 2023 | 9 |
Stanford Investment Group, Inc. | 9 | 9 | 0.05% | 0.09% | 0.14% | Q4 2014 | Q4 2016 | 9 |
McBroom & Associates, LLC | 9 | 9 | 2.56% | 3.52% | 5.34% | Q4 2021 | Q4 2023 | 9 |
Latitude Advisors, LLC | 9 | 9 | 0.08% | 1.23% | 3.08% | Q3 2021 | Q3 2023 | 9 |
VAN ECK ASSOCIATES CORP | 4 | 1 | 0.00% | 0.13% | 0.31% | Q2 2013 | Q4 2021 | 9 |
Aprio Wealth Management, LLC | 5 | 4 | 0.13% | 1.38% | 3.07% | Q1 2020 | Q2 2022 | 9 |
Summit Global Investments | 9 | 9 | 0.04% | 0.05% | 0.07% | Q3 2021 | Q3 2023 | 9 |
Fragasso Group Inc. | 9 | 9 | 0.08% | 0.14% | 0.19% | Q4 2021 | Q4 2023 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q4 2021 | 9 |
626 Financial, LLC | 8 | 1 | 0.38% | 0.44% | 0.50% | Q1 2021 | Q3 2023 | 9 |
CAXTON CORP | 9 | 9 | 2.81% | 5.56% | 9.24% | Q2 2020 | Q2 2022 | 9 |
ARS Wealth Advisors Group, LLC | 9 | 9 | 1.73% | 2.16% | 2.73% | Q3 2021 | Q3 2023 | 9 |
ISTHMUS PARTNERS, LLC | 9 | 9 | 0.15% | 0.16% | 0.19% | Q3 2021 | Q3 2023 | 9 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 8 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q1 2022 | 9 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.08% | 0.25% | Q1 2019 | Q3 2023 | 9 |
PENN DAVIS MCFARLAND INC | 4 | 2 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 9 |
Lumbard & Kellner, LLC | 9 | 9 | 1.91% | 5.91% | 8.56% | Q2 2021 | Q2 2023 | 9 |
FIRST NEW YORK SECURITIES LLC /NY | 7 | 1 | 0.00% | 0.74% | 3.17% | Q2 2013 | Q1 2016 | 9 |
FLAGSTAR ADVISORS INC | 9 | 9 | 0.41% | 0.56% | 0.64% | Q3 2021 | Q3 2023 | 9 |
Jordan Park Group LLC | 5 | 4 | 0.13% | 0.22% | 0.34% | Q4 2019 | Q4 2022 | 9 |
GREAT LAKES ADVISORS, LLC | 9 | 9 | 0.01% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Private Ocean, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
Onex Canada Asset Management Inc. | 6 | 1 | 0.02% | 0.93% | 5.03% | Q2 2016 | Q1 2022 | 9 |
AMERICAN ECONOMIC PLANNING GROUP INC /ADV | 9 | 9 | 0.08% | 0.09% | 0.10% | Q4 2016 | Q4 2018 | 9 |
Hayden Royal, LLC | 6 | 1 | 0.45% | 1.38% | 2.24% | Q4 2018 | Q2 2021 | 9 |
KOKUSAI Asset Management Co., Ltd. | 3 | 1 | 0.17% | 0.35% | 1.10% | Q3 2011 | Q4 2014 | 9 |
HawsGoodwin Investment Management LLC | 9 | 9 | 1.31% | 1.81% | 3.21% | Q4 2019 | Q4 2021 | 9 |
Fusion Investment Group, LLC | 8 | 8 | 0.03% | 0.48% | 0.79% | Q4 2013 | Q3 2015 | 9 |
High Net Worth Advisory Group LLC | 9 | 9 | 0.26% | 0.43% | 0.52% | Q4 2021 | Q4 2023 | 9 |
VERUS CAPITAL PARTNERS, LLC | 7 | 2 | 0.19% | 0.34% | 0.65% | Q4 2019 | Q3 2023 | 9 |
Physician Wealth Advisors, Inc. | 8 | 1 | 0.06% | 0.06% | 0.08% | Q2 2020 | Q2 2023 | 9 |
StoneX Group Inc. | 7 | 2 | 0.08% | 0.12% | 0.18% | Q3 2019 | Q4 2021 | 9 |
Windsor Financial Group, LLC | 9 | 9 | 2.16% | 2.31% | 2.48% | Q2 2015 | Q2 2017 | 9 |
WOODMONT INVESTMENT COUNSEL LLC | 4 | 1 | 0.01% | 0.03% | 0.08% | Q4 2013 | Q4 2021 | 9 |
SEIZERT CAPITAL PARTNERS, LLC | 6 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2016 | 9 |
LAWSON KROEKER INVESTMENT MANAGEMENT INC/NE | 9 | 9 | 2.30% | 2.48% | 2.76% | Q2 2013 | Q2 2015 | 9 |
BADGLEY PHELPS & BELL INC | 4 | 2 | 0.01% | 0.02% | 0.06% | Q2 2013 | Q2 2021 | 9 |
Quintium Advisors, LLC | 9 | 9 | 0.34% | 0.72% | 1.51% | Q4 2013 | Q4 2015 | 9 |
OneAscent Financial Services LLC | 6 | 1 | 0.18% | 0.75% | 1.81% | Q2 2019 | Q3 2023 | 9 |
Cheyne Capital Management (UK) LLP | 4 | 2 | 0.74% | 4.33% | 9.92% | Q1 2016 | Q2 2022 | 9 |
E Fund Management Co., Ltd. | 7 | 1 | 0.03% | 0.11% | 0.19% | Q1 2021 | Q3 2023 | 9 |
Enterprise Trust & Investment Co | 9 | 9 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q2 2022 | 9 |
Manifold Partners, LLC | 6 | 3 | 0.04% | 1.39% | 4.04% | Q2 2013 | Q3 2016 | 9 |
DAVIDSON INVESTMENT ADVISORS | 5 | 4 | 0.00% | 0.08% | 0.19% | Q4 2015 | Q1 2022 | 9 |
Somerset Trust Co | 9 | 9 | 0.09% | 0.11% | 0.15% | Q4 2021 | Q4 2023 | 9 |
PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | 8 | 1 | 0.29% | 1.18% | 2.48% | Q1 2015 | Q4 2021 | 9 |
NICOLET ADVISORY SERVICES, LLC | 6 | 1 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q2 2023 | 9 |
Crosspoint Capital Strategies, LLC | 9 | 9 | 0.04% | 0.10% | 0.19% | Q4 2013 | Q4 2015 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.26% | 0.70% | 1.38% | Q3 2017 | Q3 2019 | 9 |
Carlton Hofferkamp & Jenks Wealth Management, LLC | 9 | 9 | 0.10% | 0.12% | 0.16% | Q3 2021 | Q3 2023 | 9 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.08% | 0.42% | Q1 2020 | Q3 2023 | 9 |
FWL INVESTMENT MANAGEMENT, LLC | 8 | 1 | 0.17% | 3.56% | 6.47% | Q4 2020 | Q3 2023 | 9 |
Core Wealth Advisors, Inc. | 9 | 9 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 7 | 2 | 0.66% | 3.51% | 6.59% | Q1 2020 | Q3 2023 | 9 |
SONATA CAPITAL GROUP INC | 8 | 1 | 0.11% | 0.13% | 0.20% | Q3 2020 | Q1 2023 | 9 |
Parasol Investment Management, LLC | 5 | 4 | 0.00% | 2.78% | 6.48% | Q4 2013 | Q1 2017 | 9 |
GILDER GAGNON HOWE & CO LLC | 5 | 1 | 0.00% | 0.07% | 0.34% | Q2 2013 | Q4 2020 | 9 |
Lyons Wealth Management, LLC. | 3 | 1 | 0.00% | 0.24% | 0.45% | Q2 2013 | Q3 2018 | 9 |
BEACON FINANCIAL GROUP | 8 | 1 | 0.04% | 0.14% | 0.80% | Q3 2013 | Q3 2021 | 9 |
Bigelow Investment Advisors, LLC | 9 | 9 | 0.10% | 0.17% | 0.34% | Q3 2021 | Q3 2023 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.01% | 0.16% | 0.29% | Q2 2020 | Q2 2022 | 9 |
Capital Market Strategies LLC | 5 | 3 | 0.20% | 0.23% | 0.27% | Q4 2021 | Q4 2023 | 8 |
NORTHCAPE WEALTH MANAGEMENT, LLC | 8 | 8 | 5.57% | 6.60% | 7.53% | Q4 2021 | Q3 2023 | 8 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 8 | 8 | 0.09% | 1.18% | 3.53% | Q4 2021 | Q3 2023 | 8 |
Eagle Strategies LLC | 8 | 8 | 0.09% | 0.42% | 0.88% | Q4 2021 | Q3 2023 | 8 |
STEEL GROVE CAPITAL ADVISORS, LLC | 5 | 3 | 0.14% | 0.61% | 2.04% | Q2 2013 | Q3 2023 | 8 |
Keene & Associates, Inc. | 8 | 8 | 0.61% | 0.70% | 0.77% | Q4 2021 | Q3 2023 | 8 |
New Legacy Group, LLC | 8 | 8 | 0.23% | 2.46% | 3.69% | Q4 2021 | Q3 2023 | 8 |
Lavaca Capital LLC | 2 | 1 | 0.00% | 0.06% | 0.26% | Q4 2018 | Q2 2022 | 8 |
Herr Investment Group LLC | 4 | 4 | 0.04% | 6.17% | 19.83% | Q4 2022 | Q3 2023 | 8 |
Relative Value Partners, LLC | 8 | 8 | 0.03% | 0.04% | 0.07% | Q2 2013 | Q1 2015 | 8 |
Pinnacle Family Advisors, LLC | 4 | 4 | 1.09% | 2.55% | 4.41% | Q3 2017 | Q1 2020 | 8 |
BAIRD ROBERT W & CO INC /WI/ | 8 | 8 | 0.05% | 0.07% | 0.12% | Q2 2013 | Q1 2015 | 8 |
Mosaic Advisors LLC | 8 | 8 | 0.26% | 0.87% | 1.50% | Q4 2020 | Q3 2022 | 8 |
DHK Financial Advisors, Inc. | 8 | 8 | 1.92% | 4.09% | 5.87% | Q4 2021 | Q3 2023 | 8 |
Sio Capital Management, LLC | 8 | 8 | 3.15% | 4.30% | 5.90% | Q1 2020 | Q4 2021 | 8 |
AIRE ADVISORS, LLC | 8 | 8 | 0.06% | 0.19% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Elite Wealth Management, Inc. | 6 | 2 | 0.00% | 0.01% | 0.02% | Q3 2012 | Q3 2014 | 8 |
Sandy Cove Advisors, LLC | 8 | 8 | 0.24% | 0.39% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Atlas Financial Advisors, Inc. | 8 | 8 | 0.20% | 0.44% | 0.61% | Q4 2021 | Q3 2023 | 8 |
SATOVSKY ASSET MANAGEMENT LLC | 6 | 2 | 0.07% | 0.15% | 0.23% | Q4 2020 | Q2 2023 | 8 |
SCOGGIN MANAGEMENT LP | 3 | 1 | 0.04% | 1.25% | 7.86% | Q2 2013 | Q2 2021 | 8 |
Allie Family Office LLC | 8 | 8 | 1.55% | 2.46% | 3.00% | Q4 2021 | Q3 2023 | 8 |
Gouws Capital LLC | 8 | 8 | 1.53% | 2.33% | 2.94% | Q4 2021 | Q3 2023 | 8 |
Twelve Points Wealth Management LLC | 8 | 8 | 1.56% | 1.83% | 2.15% | Q4 2021 | Q3 2023 | 8 |
Sage Investment Advisers LLC | 8 | 8 | 2.28% | 2.91% | 3.27% | Q4 2021 | Q3 2023 | 8 |
Beaird Harris Wealth Management, LLC | 8 | 8 | 0.00% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Crestmont Private Wealth LLC | 8 | 8 | 0.16% | 0.21% | 0.28% | Q4 2021 | Q3 2023 | 8 |
Gould Capital, LLC | 8 | 8 | 2.66% | 2.98% | 3.21% | Q4 2021 | Q3 2023 | 8 |
SHELTON CAPITAL MANAGEMENT | 6 | 2 | 0.02% | 0.04% | 0.13% | Q2 2013 | Q2 2017 | 8 |
Monaco Asset Management SAM | 5 | 2 | 0.73% | 6.32% | 22.39% | Q2 2020 | Q1 2023 | 8 |
Wagner Wealth Management, LLC | 5 | 1 | 0.02% | 0.10% | 0.31% | Q4 2017 | Q3 2022 | 8 |
Dorsey & Whitney Trust CO LLC | 5 | 3 | 0.02% | 0.09% | 0.20% | Q2 2013 | Q1 2023 | 8 |
COURIER CAPITAL LLC | 7 | 1 | 0.02% | 0.03% | 0.07% | Q2 2013 | Q2 2022 | 8 |
WEST BANCORPORATION INC | 5 | 3 | 0.07% | 0.16% | 0.27% | Q1 2020 | Q4 2022 | 8 |
DMC Group, LLC | 8 | 8 | 0.69% | 1.30% | 1.72% | Q4 2021 | Q3 2023 | 8 |
WEALTHSPAN PARTNERS, LLC | 8 | 8 | 0.33% | 0.37% | 0.40% | Q4 2021 | Q3 2023 | 8 |
Covestor Ltd | 8 | 8 | 0.06% | 0.18% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Morton Brown Family Wealth, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
COOK WEALTH MANAGEMENT GROUP LLC | 8 | 8 | 0.26% | 0.31% | 0.36% | Q4 2021 | Q3 2023 | 8 |
Empirical Asset Management, LLC | 8 | 8 | 0.73% | 0.85% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Investment Advisory Group, LLC | 8 | 8 | 0.26% | 0.31% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Houlihan Financial Resource Group, Ltd. | 5 | 1 | 0.46% | 0.55% | 0.69% | Q4 2019 | Q3 2023 | 8 |
MITCHELL & PAHL PRIVATE WEALTH, LLC | 8 | 8 | 0.24% | 0.26% | 0.32% | Q4 2020 | Q3 2022 | 8 |
Founders Financial Alliance, LLC | 7 | 1 | 0.04% | 0.14% | 0.20% | Q3 2020 | Q3 2023 | 8 |
GoalFusion Wealth Management, LLC | 8 | 8 | 1.93% | 2.60% | 3.06% | Q1 2022 | Q4 2023 | 8 |
PARAGON ASSOCIATES & PARAGON ASSOCIATES II JOINT VENTURE | 8 | 8 | 1.08% | 5.35% | 10.22% | Q4 2013 | Q3 2015 | 8 |
Doyle Wealth Management | 4 | 1 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 8 |
Confluence Wealth Services, Inc. | 8 | 8 | 0.41% | 0.50% | 0.63% | Q4 2021 | Q3 2023 | 8 |
City State Bank | 8 | 8 | 0.07% | 0.09% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Element Wealth, LLC | 8 | 8 | 0.24% | 0.27% | 0.33% | Q4 2021 | Q3 2023 | 8 |
PARAGON FINANCIAL PARTNERS, INC. | 8 | 8 | 0.54% | 0.65% | 0.72% | Q4 2021 | Q3 2023 | 8 |
Mount Lucas Management LP | 3 | 2 | 0.07% | 0.43% | 0.62% | Q1 2016 | Q2 2019 | 8 |
Intelligent Financial Strategies | 8 | 8 | 0.13% | 0.18% | 0.25% | Q4 2021 | Q3 2023 | 8 |
JCIC Asset Management Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q2 2021 | 8 |
Bell Investment Advisors, Inc | 6 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 8 |
MATRIX ASSET ADVISORS INC/NY | 8 | 8 | 0.08% | 0.09% | 0.10% | Q4 2021 | Q3 2023 | 8 |
AXXCESS WEALTH MANAGEMENT, LLC | 8 | 8 | 0.15% | 0.37% | 0.52% | Q4 2021 | Q3 2023 | 8 |
VIRGINIA WEALTH MANAGEMENT GROUP, INC. | 8 | 8 | 0.51% | 0.96% | 1.59% | Q4 2021 | Q3 2023 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
Finer Wealth Management, Inc. | 8 | 8 | 0.75% | 1.13% | 1.27% | Q4 2021 | Q3 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 1.02% | 1.59% | 2.06% | Q4 2021 | Q3 2023 | 8 |
Paladin Advisory Group, LLC | 8 | 8 | 0.22% | 0.23% | 0.24% | Q4 2021 | Q3 2023 | 8 |
KSA CAPITAL MANAGEMENT, LLC | 8 | 8 | 12.22% | 17.76% | 22.66% | Q1 2014 | Q4 2015 | 8 |
ADAMSBROWN WEALTH CONSULTANTS LLC | 8 | 8 | 0.12% | 0.21% | 0.34% | Q4 2021 | Q3 2023 | 8 |
Stokes Family Office, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2021 | Q4 2022 | 8 |
Archford Capital Strategies, LLC | 2 | 1 | 0.00% | 0.13% | 0.80% | Q1 2014 | Q3 2023 | 8 |
Matrix Trust Co | 7 | 1 | 0.08% | 1.29% | 1.84% | Q2 2019 | Q1 2022 | 8 |
Rise Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Brendel Financial Advisors LLC | 7 | 1 | 0.05% | 2.44% | 4.81% | Q2 2021 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.04% | 0.14% | 0.28% | Q4 2021 | Q3 2023 | 8 |
One Capital Management, LLC | 7 | 1 | 0.00% | 0.18% | 0.36% | Q3 2014 | Q3 2023 | 8 |
Newport Capital Group, LLC | 8 | 8 | 0.73% | 0.97% | 1.35% | Q4 2020 | Q3 2022 | 8 |
SCHOLTZ & COMPANY, LLC | 4 | 2 | 0.29% | 2.35% | 3.70% | Q1 2015 | Q2 2022 | 8 |
CAPITAL ONE FINANCIAL CORP | 8 | 8 | 0.05% | 0.12% | 0.24% | Q1 2020 | Q4 2021 | 8 |
HB Wealth Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q3 2023 | 8 |
O'ROURKE & COMPANY, Inc | 8 | 8 | 0.27% | 0.32% | 0.41% | Q4 2021 | Q3 2023 | 8 |
Cabot-Wellington, LLC | 8 | 8 | 4.76% | 5.90% | 6.86% | Q2 2013 | Q1 2015 | 8 |
Taylor & Morgan Wealth Management, LLC | 8 | 8 | 0.35% | 0.45% | 0.51% | Q4 2021 | Q3 2023 | 8 |
SMITH CAPITAL MANAGEMENT INC /AR/ADV | 8 | 8 | 0.33% | 0.36% | 0.41% | Q4 2018 | Q3 2020 | 8 |
PHILADELPHIA TRUST CO | 4 | 1 | 0.05% | 0.35% | 0.96% | Q1 2019 | Q3 2022 | 8 |
CFO4Life Group, LLC | 8 | 8 | 0.05% | 0.06% | 0.07% | Q4 2021 | Q3 2023 | 8 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 4 | 1 | 0.09% | 0.11% | 0.15% | Q2 2020 | Q3 2023 | 8 |
ETF Store, Inc. | 8 | 8 | 0.18% | 0.21% | 0.23% | Q4 2021 | Q3 2023 | 8 |
Granite Bay Wealth Management, LLC | 8 | 8 | 0.26% | 0.37% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Bremer Bank National Association | 3 | 1 | 0.00% | 0.04% | 0.07% | Q1 2019 | Q2 2023 | 8 |
Wellington Shields & Co., LLC | 6 | 2 | 0.02% | 0.05% | 0.10% | Q2 2021 | Q3 2023 | 8 |
REGATTA CAPITAL GROUP, LLC | 8 | 8 | 0.15% | 0.18% | 0.22% | Q4 2021 | Q3 2023 | 8 |
TCM Advisors, LLC | 8 | 8 | 1.06% | 3.51% | 5.38% | Q4 2021 | Q3 2023 | 8 |
Autumn Glory Partners, LLC | 8 | 8 | 0.16% | 0.89% | 1.33% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.21% | 0.24% | 0.27% | Q2 2013 | Q1 2015 | 8 |
Ameraudi Asset Management, Inc. | 8 | 8 | 0.47% | 1.35% | 2.35% | Q2 2020 | Q1 2022 | 8 |
BIEGEL & WALLER LLC | 8 | 8 | 0.13% | 0.18% | 0.22% | Q4 2016 | Q3 2018 | 8 |
FORVIS Wealth Advisors, LLC | 3 | 2 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.30% | 1.06% | 2.00% | Q4 2021 | Q3 2023 | 8 |
Vantage Financial Partners, LLC | 8 | 8 | 0.14% | 0.32% | 0.42% | Q4 2021 | Q3 2023 | 8 |
Stonegate Investment Group, LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Lombard Odier Transatlantic Ltd | 8 | 8 | 0.36% | 1.13% | 2.24% | Q4 2014 | Q3 2016 | 8 |
EverSource Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.39% | 0.93% | Q4 2021 | Q3 2023 | 8 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.04% | 0.53% | 1.52% | Q3 2017 | Q3 2023 | 8 |
SVA Wealth Management, LLC | 4 | 4 | 0.02% | 0.08% | 0.16% | Q4 2014 | Q3 2020 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.11% | 0.13% | 0.14% | Q4 2021 | Q3 2023 | 8 |
Stephens Consulting, LLC | 8 | 8 | 0.19% | 0.30% | 0.36% | Q4 2021 | Q3 2023 | 8 |
MARIPAU WEALTH MANAGEMENT LLC | 8 | 8 | 0.33% | 1.14% | 2.96% | Q4 2021 | Q3 2023 | 8 |
Axiom Investment Management LLC | 8 | 8 | 1.65% | 3.36% | 5.52% | Q1 2021 | Q4 2022 | 8 |
J2 Capital Management Inc | 8 | 8 | 1.05% | 1.77% | 2.31% | Q4 2021 | Q3 2023 | 8 |
Price Wealth, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2020 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.08% | 0.08% | 0.09% | Q4 2021 | Q3 2023 | 8 |
Banco de Sabadell, S.A | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2019 | 8 |
First Allied Asset Management, Inc. | 8 | 8 | 0.06% | 0.99% | 1.58% | Q2 2013 | Q1 2015 | 8 |
RE Dickinson Investment Advisors, LLC | 8 | 8 | 0.01% | 0.02% | 0.04% | Q4 2021 | Q3 2023 | 8 |
AMP Capital Investors Ltd | 8 | 8 | 0.02% | 0.02% | 0.03% | Q2 2013 | Q1 2015 | 8 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 8 | 8 | 0.05% | 0.08% | 0.20% | Q4 2021 | Q3 2023 | 8 |
Quent Capital, LLC | 8 | 8 | 0.44% | 0.54% | 0.63% | Q4 2021 | Q3 2023 | 8 |
StrategIQ Financial Group, LLC | 8 | 8 | 0.51% | 0.59% | 0.63% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2020 | Q3 2022 | 8 |
Wellesley Investment Partners, LLC | 8 | 8 | 0.07% | 0.08% | 0.09% | Q2 2017 | Q1 2019 | 8 |
Client First Capital LLC | 8 | 8 | 1.79% | 6.94% | 8.39% | Q4 2021 | Q3 2023 | 8 |
First Capital Advisors Group, LLC. | 7 | 1 | 0.04% | 2.27% | 2.98% | Q1 2018 | Q2 2023 | 8 |
AVAII WEALTH MANAGEMENT, LLC | 8 | 8 | 0.23% | 0.27% | 0.31% | Q4 2021 | Q3 2023 | 8 |
Mizuho Securities Co. Ltd. | 8 | 8 | 0.00% | 0.39% | 3.09% | Q4 2020 | Q3 2022 | 8 |
Midwest Professional Planners, LTD. | 3 | 1 | 0.38% | 1.09% | 2.25% | Q1 2019 | Q2 2023 | 8 |
Resource Planning Group | 8 | 8 | 0.14% | 0.18% | 0.23% | Q2 2019 | Q1 2021 | 8 |
Snider Financial Group | 8 | 8 | 1.28% | 1.70% | 2.41% | Q2 2021 | Q1 2023 | 8 |
Man Group plc | 3 | 1 | 0.00% | 0.01% | 0.06% | Q1 2018 | Q1 2023 | 8 |
JD CAPITAL MANAGEMENT LLC | 2 | 1 | 0.14% | 1.66% | 5.62% | Q2 2013 | Q1 2020 | 8 |
SILVERLAKE WEALTH MANAGEMENT LLC | 8 | 8 | 0.30% | 0.93% | 1.47% | Q4 2021 | Q3 2023 | 8 |
SCHARF INVESTMENTS, LLC | 8 | 8 | 0.12% | 0.21% | 0.39% | Q4 2018 | Q3 2020 | 8 |
Rinkey Investments | 8 | 8 | 0.11% | 0.65% | 2.85% | Q4 2021 | Q3 2023 | 8 |
Waratah Capital Advisors Ltd. | 4 | 1 | 0.04% | 1.83% | 10.32% | Q4 2018 | Q3 2023 | 8 |
Legacy Financial Advisors, Inc. | 6 | 2 | 0.00% | 0.03% | 0.10% | Q4 2017 | Q2 2022 | 8 |
Investors Financial Group, LLC | 8 | 8 | 0.21% | 0.53% | 0.70% | Q1 2020 | Q4 2021 | 8 |
Washington Trust Advisors, Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
CAHILL FINANCIAL ADVISORS INC | 7 | 1 | 0.02% | 0.37% | 0.54% | Q2 2015 | Q3 2021 | 8 |
3EDGE Asset Management, LP | 2 | 1 | 0.02% | 2.10% | 4.81% | Q2 2017 | Q1 2022 | 8 |
Aquire Wealth Advisors, LLC | 8 | 8 | 0.11% | 0.13% | 0.15% | Q4 2021 | Q3 2023 | 8 |
Coco Enterprises, LLC | 8 | 8 | 0.38% | 1.63% | 4.45% | Q4 2021 | Q3 2023 | 8 |
DBK Financial Counsel, LLC | 8 | 8 | 0.79% | 0.96% | 1.07% | Q4 2021 | Q3 2023 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.30% | 0.59% | 0.92% | Q4 2021 | Q3 2023 | 8 |
Grand Central Investment Group | 8 | 8 | 4.80% | 5.76% | 6.70% | Q4 2020 | Q3 2022 | 8 |
BALTIMORE CAPITAL MANAGEMENT, INC | 7 | 1 | 4.73% | 5.14% | 5.63% | Q1 2017 | Q1 2019 | 8 |
OLYMPUS WEALTH MANAGEMENT, LLC | 8 | 8 | 3.94% | 4.49% | 6.26% | Q4 2021 | Q3 2023 | 8 |
RELIANCE TRUST CO | 5 | 1 | 0.26% | 1.97% | 3.24% | Q2 2013 | Q3 2017 | 8 |
Secrest Blakey & Associates, LLC | 8 | 8 | 0.98% | 1.21% | 1.40% | Q4 2017 | Q3 2019 | 8 |
Heritage Investment Group, Inc. | 8 | 8 | 0.29% | 0.52% | 0.83% | Q4 2021 | Q3 2023 | 8 |
CarsonAllaria Wealth Management, Ltd. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.11% | 0.14% | 0.21% | Q4 2021 | Q3 2023 | 8 |
Transform Wealth, LLC | 4 | 4 | 0.20% | 0.41% | 0.80% | Q2 2016 | Q3 2023 | 8 |
Baltimore-Washington Financial Advisors, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2013 | Q3 2015 | 8 |
Gary Goldberg Planning Services Inc | 8 | 8 | 0.00% | 0.02% | 0.04% | Q1 2013 | Q4 2014 | 8 |
Morton Capital Management LLC/CA | 8 | 8 | 0.25% | 0.32% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Chicago Capital, LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
PFS Partners, LLC | 8 | 8 | 0.10% | 0.11% | 0.12% | Q4 2021 | Q3 2023 | 8 |
FRONTIER INVESTMENT MGMT CO | 3 | 2 | 0.01% | 1.40% | 5.52% | Q2 2013 | Q2 2020 | 8 |
True North Advisors, LLC | 8 | 8 | 0.05% | 0.06% | 0.10% | Q4 2020 | Q3 2022 | 8 |
COMMONS CAPITAL, LLC | 8 | 8 | 0.71% | 1.05% | 1.23% | Q4 2021 | Q3 2023 | 8 |
Core Alternative Capital | 8 | 8 | 2.20% | 2.88% | 3.64% | Q1 2020 | Q4 2021 | 8 |
Connective Portfolio Management, LLC | 8 | 8 | 1.77% | 2.67% | 3.42% | Q4 2021 | Q3 2023 | 8 |
RS CRUM INC. | 8 | 8 | 3.00% | 4.59% | 6.74% | Q4 2021 | Q3 2023 | 8 |
JUMP TRADING, LLC | 4 | 4 | 0.37% | 1.41% | 4.92% | Q2 2019 | Q1 2020 | 8 |
Clay Northam Wealth Management, LLC | 8 | 8 | 0.39% | 0.46% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Privium Fund Management (UK) Ltd | 5 | 3 | 0.20% | 0.66% | 1.56% | Q4 2020 | Q4 2022 | 8 |
SeaBridge Investment Advisors LLC | 5 | 1 | 0.00% | 0.18% | 1.06% | Q4 2013 | Q3 2020 | 8 |
Epic Trust Investment Advisors, LLC | 8 | 8 | 0.66% | 1.05% | 1.54% | Q4 2021 | Q3 2023 | 8 |
Burleson & Company, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 8 |
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | 8 | 8 | 0.08% | 0.09% | 0.11% | Q4 2021 | Q3 2023 | 8 |
Close Asset Management Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2018 | 8 |
JET CAPITAL INVESTORS L P | 8 | 8 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q1 2022 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.01% | 0.06% | 0.17% | Q4 2021 | Q3 2023 | 8 |
American Trust | 8 | 8 | 0.31% | 0.37% | 0.44% | Q4 2021 | Q3 2023 | 8 |
PCG Wealth Advisors, LLC | 8 | 8 | 0.71% | 1.44% | 4.52% | Q4 2021 | Q3 2023 | 8 |
Shearwater Capital LLC | 8 | 8 | 0.69% | 0.84% | 0.96% | Q4 2021 | Q3 2023 | 8 |
Giverny Capital | 8 | 8 | 0.04% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Scarborough Advisors, LLC | 8 | 8 | 1.06% | 1.17% | 1.31% | Q4 2021 | Q3 2023 | 8 |
Concord Wealth Partners | 4 | 1 | 0.00% | 0.04% | 0.06% | Q2 2021 | Q3 2023 | 8 |
Pinnacle Financial Group, LLC / IL | 8 | 8 | 1.57% | 2.06% | 2.51% | Q4 2021 | Q3 2023 | 8 |
TKG Advisors, LLC | 8 | 8 | 1.40% | 2.44% | 3.26% | Q4 2021 | Q3 2023 | 8 |
Guild Investment Management, Inc. | 3 | 1 | 0.50% | 4.52% | 13.95% | Q1 2012 | Q3 2018 | 8 |
China Universal Asset Management Co., Ltd. | 8 | 8 | 0.66% | 0.90% | 1.11% | Q4 2021 | Q3 2023 | 8 |
WMG Financial Advisors, LLC | 8 | 8 | 0.26% | 0.36% | 0.69% | Q4 2021 | Q3 2023 | 8 |
Hutchens & Kramer Investment Management Group, LLC | 8 | 8 | 1.25% | 1.58% | 1.95% | Q4 2021 | Q3 2023 | 8 |
Amundi | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
OLIO Financial Planning | 8 | 8 | 0.13% | 0.17% | 0.24% | Q4 2021 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Strengthening Families & Communities, LLC | 8 | 8 | 0.00% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Sterling Capital Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q2 2018 | 8 |
Mizuho Trust & Banking Co., Ltd. | 8 | 8 | 0.34% | 0.36% | 0.41% | Q4 2014 | Q3 2016 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.22% | 0.30% | 0.34% | Q4 2021 | Q3 2023 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.18% | 0.24% | 0.33% | Q4 2021 | Q3 2023 | 8 |
Financial Connections Group, Inc. | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 1 | 0.01% | 0.03% | 0.06% | Q1 2018 | Q2 2022 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 0.05% | 0.15% | 0.23% | Q4 2021 | Q3 2023 | 8 |
GANTZERT INVESTMENT CO LLC /ADV | 8 | 8 | 0.05% | 0.10% | 0.13% | Q4 2018 | Q3 2020 | 8 |
Charter Oak Capital Management, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q3 2022 | 8 |
MANAGED ACCOUNT ADVISORS LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q2 2015 | 8 |
Sonora Investment Management Group, LLC | 8 | 8 | 0.03% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Truadvice, LLC | 3 | 1 | 0.08% | 0.60% | 1.56% | Q3 2020 | Q3 2023 | 8 |
Evermore Global Advisors, LLC | 7 | 1 | 1.99% | 6.69% | 11.21% | Q4 2016 | Q4 2018 | 8 |
McElhenny Sheffield Capital Management, LLC | 5 | 1 | 6.19% | 12.60% | 23.96% | Q3 2021 | Q3 2023 | 7 |
Householder Group Estate & Retirement Specialist, LLC | 6 | 1 | 0.34% | 0.87% | 2.24% | Q4 2021 | Q3 2023 | 7 |
Veritas Investment Partners (UK) Ltd. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 7 |
Hirtle Callaghan & Co LLC | 3 | 1 | 0.00% | 0.04% | 0.07% | Q3 2013 | Q1 2019 | 7 |
FOUNDERS BANK & TRUST | 7 | 7 | 0.03% | 0.06% | 0.10% | Q2 2013 | Q4 2014 | 7 |
Mach-1 Financial Group, LLC | 4 | 3 | 0.03% | 0.07% | 0.14% | Q4 2021 | Q3 2023 | 7 |
Beech Hill Advisors, Inc. | 7 | 7 | 0.42% | 0.62% | 0.83% | Q2 2013 | Q4 2014 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.01% | 0.43% | 1.38% | Q2 2013 | Q4 2014 | 7 |
TUCKER ASSET MANAGEMENT LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Allegheny Financial Group LTD | 4 | 1 | 0.08% | 0.11% | 0.15% | Q4 2020 | Q3 2023 | 7 |
Compton Financial Group, LLC | 7 | 7 | 2.51% | 2.58% | 2.70% | Q1 2022 | Q3 2023 | 7 |
INDUS CAPITAL PARTNERS, LLC | 4 | 1 | 0.27% | 4.61% | 16.22% | Q3 2013 | Q4 2017 | 7 |
Bickling Financial Services, Inc. | 7 | 7 | 0.16% | 0.20% | 0.23% | Q2 2021 | Q4 2022 | 7 |
Wescott Financial Advisory Group, LLC | 7 | 7 | 0.04% | 0.05% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Greystone Financial Group, LLC | 7 | 7 | 0.25% | 0.32% | 0.44% | Q4 2020 | Q2 2022 | 7 |
ACAS, LLC | 5 | 2 | 0.34% | 0.39% | 0.42% | Q2 2021 | Q1 2023 | 7 |
RMB Capital Management, LLC | 3 | 1 | 0.01% | 0.35% | 1.23% | Q1 2015 | Q1 2019 | 7 |
OAK FAMILY ADVISORS, LLC | 7 | 7 | 0.09% | 0.13% | 0.23% | Q4 2020 | Q2 2022 | 7 |
Connectus Wealth, LLC | 7 | 7 | 0.01% | 0.10% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Amici Capital, LLC | 4 | 1 | 0.65% | 2.28% | 3.13% | Q2 2013 | Q4 2015 | 7 |
HBK INVESTMENTS L P | 6 | 1 | 0.00% | 0.07% | 0.37% | Q3 2013 | Q4 2020 | 7 |
BARON SILVER STEVENS FINANCIAL ADVISORS, LLC | 4 | 1 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q3 2023 | 7 |
SILVER OAK SECURITIES, INCORPORATED | 7 | 7 | 0.19% | 0.38% | 0.54% | Q1 2022 | Q3 2023 | 7 |
CAMPBELL NEWMAN ASSET MANAGEMENT INC | 7 | 7 | 0.05% | 0.08% | 0.14% | Q2 2013 | Q4 2014 | 7 |
ORBIS HOLDINGS LTD | 7 | 7 | 0.03% | 0.05% | 0.08% | Q1 2014 | Q3 2015 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.11% | 0.57% | 0.82% | Q1 2022 | Q3 2023 | 7 |
HighTower Trust Company, N.A. | 6 | 1 | 0.04% | 0.14% | 0.21% | Q2 2017 | Q1 2023 | 7 |
Bristol Advisors, LLC | 2 | 1 | 0.00% | 1.21% | 8.41% | Q1 2017 | Q3 2018 | 7 |
William Marsh Rice University | 7 | 7 | 26.35% | 50.96% | 64.37% | Q3 2020 | Q1 2022 | 7 |
CALDWELL & ORKIN INC | 3 | 1 | 0.95% | 2.24% | 3.25% | Q3 2013 | Q3 2016 | 7 |
Cooperatieve Rabobank U.A. | 4 | 3 | 0.21% | 2.36% | 11.54% | Q2 2013 | Q3 2015 | 7 |
WEST CHESTER CAPITAL ADVISORS, INC | 2 | 1 | 0.34% | 1.26% | 3.57% | Q3 2016 | Q2 2022 | 7 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q2 2015 | Q3 2020 | 7 |
Grassi Investment Management | 6 | 1 | 0.06% | 0.08% | 0.10% | Q1 2019 | Q3 2021 | 7 |
ASSET MANAGEMENT CORP /IL/ /ADV | 6 | 6 | 0.12% | 0.57% | 1.97% | Q3 2020 | Q4 2021 | 7 |
Integrated Wealth Management | 7 | 7 | 0.06% | 0.11% | 0.14% | Q1 2015 | Q3 2016 | 7 |
MONEYWISE, INC. | 4 | 1 | 0.13% | 0.15% | 0.17% | Q4 2020 | Q3 2023 | 7 |
Ridgewood Investments LLC | 3 | 2 | 0.09% | 0.17% | 0.24% | Q4 2016 | Q2 2023 | 7 |
Arlington Capital Management, Inc. | 6 | 1 | 1.39% | 9.04% | 25.65% | Q3 2019 | Q4 2021 | 7 |
COMMONWEALTH BANK OF AUSTRALIA | 4 | 3 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2018 | 7 |
Ion Asset Management Ltd. | 7 | 7 | 0.46% | 2.75% | 3.45% | Q1 2022 | Q3 2023 | 7 |
WISCONSIN CAPITAL MANAGEMENT LLC | 7 | 7 | 0.22% | 0.41% | 0.59% | Q2 2013 | Q4 2014 | 7 |
RAY GERALD L & ASSOCIATES LTD | 6 | 1 | 0.04% | 0.05% | 0.06% | Q3 2014 | Q3 2016 | 7 |
TIAA, FSB | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q4 2018 | 7 |
QUANTRES ASSET MANAGEMENT Ltd | 3 | 1 | 0.17% | 0.35% | 0.54% | Q1 2016 | Q4 2018 | 7 |
WEDGEWOOD INVESTORS INC /PA/ | 7 | 7 | 1.10% | 1.22% | 1.30% | Q1 2022 | Q3 2023 | 7 |
SOUTH GEORGIA CAPITAL, LLC | 6 | 1 | 0.31% | 0.63% | 0.93% | Q4 2013 | Q3 2015 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.01% | 0.05% | 0.07% | Q4 2017 | Q3 2019 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.06% | 0.07% | 0.08% | Q1 2022 | Q3 2023 | 7 |
Optiver US LLC | 3 | 1 | 0.07% | 0.18% | 0.41% | Q4 2017 | Q3 2020 | 7 |
Ciovacco Capital Management LLC | 7 | 7 | 1.33% | 3.64% | 5.61% | Q1 2022 | Q3 2023 | 7 |
RBF Capital, LLC | 2 | 1 | 0.10% | 0.81% | 1.27% | Q2 2013 | Q4 2016 | 7 |
ARBOR CAPITAL MANAGEMENT INC /ADV | 7 | 7 | 2.02% | 2.35% | 2.84% | Q1 2022 | Q3 2023 | 7 |
Legacy Wealth Partners, Inc. | 7 | 7 | 0.16% | 0.43% | 0.64% | Q4 2019 | Q2 2021 | 7 |
S. MUOIO & CO. LLC | 7 | 7 | 0.38% | 1.16% | 2.05% | Q1 2020 | Q3 2021 | 7 |
HELLMAN JORDAN MANAGEMENT CO INC /MA/ | 2 | 1 | 0.06% | 2.35% | 5.59% | Q4 2015 | Q4 2022 | 7 |
LEO BROKERAGE, LLC | 2 | 1 | 0.07% | 0.11% | 0.14% | Q4 2020 | Q2 2023 | 7 |
JANA PARTNERS LLC | 3 | 1 | 0.00% | 0.17% | 0.42% | Q1 2014 | Q1 2016 | 7 |
WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | 7 | 7 | 0.36% | 0.37% | 0.38% | Q1 2014 | Q3 2015 | 7 |
Zions Bancorporation, N.A. | 4 | 1 | 0.00% | 0.02% | 0.10% | Q4 2018 | Q1 2023 | 7 |
TEXAS TREASURY SAFEKEEPING TRUST CO | 7 | 7 | 30.02% | 43.18% | 46.74% | Q1 2013 | Q3 2014 | 7 |
MYDA Advisors LLC | 2 | 1 | 0.28% | 2.08% | 4.61% | Q4 2017 | Q2 2022 | 7 |
Edge Advisors, LLC | 7 | 7 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q2 2018 | 7 |
MARATHON CAPITAL MANAGEMENT | 7 | 7 | 0.69% | 0.75% | 0.85% | Q1 2022 | Q3 2023 | 7 |
STEADFAST ADVISORS LP | 3 | 1 | 0.23% | 0.98% | 2.42% | Q2 2014 | Q2 2015 | 7 |
Mangham Associates,LLC | 7 | 7 | 0.46% | 1.67% | 7.27% | Q1 2022 | Q3 2023 | 7 |
ALTFEST L J & CO INC | 7 | 7 | 0.10% | 0.72% | 1.58% | Q1 2022 | Q3 2023 | 7 |
Carlson Capital Management | 6 | 1 | 0.06% | 0.20% | 0.36% | Q1 2019 | Q2 2022 | 7 |
Harborview Advisors, LLC | 7 | 7 | 2.51% | 3.16% | 3.34% | Q1 2020 | Q3 2021 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.18% | 0.21% | 0.23% | Q1 2022 | Q3 2023 | 7 |
Resource Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q2 2020 | Q4 2021 | 7 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q1 2022 | 7 |
Parker Investment Management, LLC | 7 | 7 | 0.07% | 0.12% | 0.20% | Q1 2022 | Q3 2023 | 7 |
Steigerwald, Gordon & Koch Inc. | 7 | 7 | 0.17% | 0.31% | 0.46% | Q4 2011 | Q2 2013 | 7 |
CFS, LLC | 7 | 7 | 0.20% | 0.24% | 0.35% | Q2 2013 | Q4 2014 | 7 |
Centerpoint Advisors, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 7 |
20/20 Capital Management, Inc. | 7 | 7 | 0.13% | 0.18% | 0.23% | Q4 2019 | Q2 2021 | 7 |
Signature Wealth Management Group | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 7 |
Hills Bank & Trust Co | 7 | 7 | 0.02% | 0.02% | 0.06% | Q1 2021 | Q3 2022 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.04% | 0.07% | 0.10% | Q2 2013 | Q4 2014 | 7 |
CETERA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.35% | 0.53% | 0.94% | Q4 2015 | Q2 2017 | 7 |
Frank, Rimerman Advisors LLC | 7 | 7 | 0.10% | 0.11% | 0.14% | Q4 2020 | Q2 2022 | 7 |
Strategies Wealth Advisors, LLC | 4 | 3 | 1.82% | 2.10% | 2.23% | Q4 2021 | Q3 2023 | 7 |
Castle Hook Partners LP | 2 | 1 | 0.74% | 26.09% | 70.49% | Q3 2018 | Q3 2023 | 7 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.03% | 0.19% | 0.43% | Q1 2023 | Q3 2023 | 7 |
Empyrean Capital Partners, LP | 3 | 2 | 0.47% | 2.90% | 6.77% | Q2 2013 | Q4 2016 | 7 |
Benchmark Financial Wealth Advisors, LLC | 4 | 1 | 0.09% | 0.11% | 0.13% | Q3 2020 | Q3 2023 | 7 |
Aptus Capital Advisors, LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Clarius Group, LLC | 5 | 2 | 0.02% | 0.03% | 0.04% | Q3 2019 | Q4 2022 | 7 |
HENGEHOLD CAPITAL MANAGEMENT LLC | 7 | 7 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Schonfeld Strategic Advisors LLC | 2 | 1 | 0.01% | 0.35% | 1.85% | Q1 2016 | Q3 2023 | 7 |
Cardan Capital Partners, LLC | 6 | 1 | 0.07% | 0.41% | 2.36% | Q3 2016 | Q2 2021 | 7 |
Covalent Partners LLC | 7 | 7 | 4.85% | 6.40% | 9.13% | Q2 2021 | Q4 2022 | 7 |
Investidor Profissional Gestao de Recursos Ltda. | 5 | 2 | 0.38% | 4.23% | 10.19% | Q4 2017 | Q3 2020 | 7 |
Mirador Capital Partners LP | 7 | 7 | 0.88% | 1.18% | 1.49% | Q2 2020 | Q4 2021 | 7 |
DRIVE WEALTH MANAGEMENT, LLC | 7 | 7 | 0.14% | 0.37% | 0.51% | Q4 2021 | Q2 2023 | 7 |
Schechter Investment Advisors, LLC | 7 | 7 | 0.02% | 0.03% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Three Bridge Wealth Advisors, LLC | 7 | 7 | 2.14% | 2.81% | 3.50% | Q1 2022 | Q3 2023 | 7 |
Miramar Capital, LLC | 7 | 7 | 0.12% | 0.15% | 0.19% | Q1 2022 | Q3 2023 | 7 |
Wharton Business Group, LLC | 7 | 7 | 0.04% | 0.32% | 1.22% | Q2 2013 | Q4 2014 | 7 |
MIDDLETON & CO INC/MA | 6 | 1 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2023 | 7 |
Van Leeuwen & Company, LLC | 7 | 7 | 2.37% | 3.18% | 3.97% | Q2 2019 | Q4 2020 | 7 |
New Vernon Capital Holdings II LLC | 4 | 3 | 0.47% | 3.80% | 10.03% | Q3 2017 | Q1 2021 | 7 |
BARR E S & CO | 6 | 1 | 0.03% | 0.03% | 0.03% | Q3 2013 | Q4 2017 | 7 |
UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGMENT CO | 6 | 1 | 0.37% | 2.05% | 6.87% | Q1 2014 | Q1 2016 | 7 |
Hanlon Investment Management, Inc. | 6 | 1 | 0.10% | 0.29% | 0.74% | Q2 2013 | Q2 2023 | 7 |
ICA Group Wealth Management, LLC | 7 | 7 | 0.20% | 0.38% | 0.50% | Q1 2022 | Q3 2023 | 7 |
Horizons Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2023 | 7 |
Financial Guidance Group, Inc. | 7 | 7 | 1.23% | 1.30% | 1.37% | Q1 2022 | Q3 2023 | 7 |
Fortitude Advisory Group L.L.C. | 4 | 3 | 0.14% | 0.23% | 0.41% | Q4 2021 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.28% | 0.33% | 0.40% | Q1 2022 | Q3 2023 | 7 |
TCF National Bank | 7 | 7 | 0.13% | 0.20% | 0.31% | Q3 2019 | Q1 2021 | 7 |
MDE Group | 6 | 1 | 0.08% | 0.23% | 0.34% | Q2 2013 | Q1 2015 | 7 |
Asset Management Resources, LLC | 7 | 7 | 0.17% | 0.22% | 0.26% | Q1 2022 | Q3 2023 | 7 |
Ledge Wealth Management, Inc. | 7 | 7 | 0.21% | 0.34% | 0.49% | Q1 2022 | Q3 2023 | 7 |
Winning Points Advisors, LLC | 3 | 2 | 0.17% | 0.21% | 0.26% | Q2 2020 | Q1 2023 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.05% | Q1 2022 | Q3 2023 | 7 |
Randolph Co Inc | 7 | 7 | 0.84% | 0.93% | 1.08% | Q4 2020 | Q2 2022 | 7 |
JUNCTURE WEALTH STRATEGIES, LLC | 6 | 6 | 0.37% | 1.35% | 6.12% | Q3 2019 | Q4 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.25% | 0.39% | 0.58% | Q2 2013 | Q4 2014 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.72% | 0.97% | 1.25% | Q4 2021 | Q3 2023 | 7 |
Concert Wealth Management Inc. | 6 | 6 | 0.00% | 0.24% | 0.44% | Q4 2015 | Q1 2017 | 7 |
Dominick & Dominick LLC | 7 | 7 | 0.42% | 0.47% | 0.55% | Q2 2013 | Q4 2014 | 7 |
Roger Wittlin Investment Advisory, LLC | 4 | 3 | 0.40% | 0.49% | 0.54% | Q4 2021 | Q3 2023 | 7 |
360 Financial, Inc. | 6 | 1 | 0.14% | 9.13% | 14.16% | Q4 2019 | Q1 2023 | 7 |
BENJAMIN EDWARDS INC | 5 | 2 | 0.00% | 0.03% | 0.15% | Q1 2019 | Q4 2022 | 7 |
Jeereddi Investments, LP | 4 | 3 | 1.40% | 1.89% | 2.27% | Q1 2021 | Q4 2022 | 7 |
Apollo Management Holdings, L.P. | 6 | 1 | 0.49% | 0.86% | 1.71% | Q1 2021 | Q4 2022 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q2 2023 | 7 |
CUE ADVISORY SERVICES, INC. | 5 | 2 | 0.16% | 0.18% | 0.23% | Q2 2016 | Q3 2018 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.18% | 0.20% | 0.22% | Q1 2022 | Q3 2023 | 7 |
WEST MICHIGAN ADVISORS, LLC | 7 | 7 | 0.12% | 0.19% | 0.24% | Q4 2021 | Q2 2023 | 7 |
Amida Capital Management II, LLC | 4 | 1 | 0.02% | 0.52% | 1.55% | Q1 2013 | Q2 2014 | 7 |
BEAM WEALTH ADVISORS, INC. | 6 | 1 | 0.22% | 0.65% | 0.82% | Q1 2020 | Q3 2023 | 7 |
New Millennium Group LLC | 7 | 7 | 0.06% | 1.88% | 8.89% | Q1 2022 | Q3 2023 | 7 |
Algebris Investments (UK) LLP | 4 | 1 | 0.09% | 3.41% | 11.02% | Q4 2013 | Q4 2016 | 7 |
NEIRG Wealth Management, LLC | 7 | 7 | 2.08% | 2.72% | 3.47% | Q4 2021 | Q2 2023 | 7 |
Sowa Financial Group, Inc. | 6 | 1 | 0.12% | 0.20% | 0.26% | Q4 2019 | Q1 2022 | 7 |
Affinity Capital Advisors, LLC | 7 | 7 | 0.06% | 0.10% | 0.12% | Q1 2022 | Q3 2023 | 7 |
Grant/GrossMendelsohn, LLC | 7 | 7 | 3.12% | 3.66% | 4.70% | Q1 2022 | Q3 2023 | 7 |
MKT Advisors LLC | 7 | 7 | 0.20% | 0.24% | 0.28% | Q1 2022 | Q3 2023 | 7 |
Migdal Insurance & Financial Holdings Ltd. | 6 | 1 | 0.00% | 0.04% | 0.07% | Q4 2016 | Q2 2020 | 7 |
NorthRock Partners, LLC | 6 | 1 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 7 |
Steward Financial Group LLC | 4 | 3 | 0.02% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Kohlberg Kravis Roberts & Co. L.P. | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2015 | Q3 2018 | 7 |
EUDAIMONIA ADVISORS LLC | 7 | 7 | 0.19% | 0.33% | 0.74% | Q1 2022 | Q3 2023 | 7 |
ORBIS WORLD LTD | 7 | 7 | 49.43% | 59.69% | 66.67% | Q4 2015 | Q2 2017 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q4 2021 | 7 |
Penobscot Investment Management Company, Inc. | 3 | 2 | 0.04% | 0.09% | 0.20% | Q2 2013 | Q3 2021 | 7 |
FIR TREE CAPITAL MANAGEMENT LP | 5 | 1 | 0.11% | 2.83% | 3.64% | Q2 2013 | Q2 2021 | 7 |
Stevens First Principles Investment Advisors | 5 | 2 | 1.36% | 2.06% | 3.25% | Q2 2017 | Q2 2019 | 7 |
SJS Investment Consulting Inc. | 5 | 2 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.10% | 0.16% | 0.23% | Q1 2021 | Q4 2022 | 7 |
VISTA FINANCE, LLC | 7 | 7 | 3.97% | 8.12% | 11.31% | Q1 2022 | Q3 2023 | 7 |
Bath Savings Trust Co | 6 | 1 | 0.09% | 0.27% | 0.31% | Q4 2020 | Q3 2023 | 7 |
Navigation Wealth Management, Inc. | 7 | 7 | 0.01% | 5.47% | 17.33% | Q1 2021 | Q3 2022 | 7 |
Fortress Investment Group LLC | 7 | 7 | 0.13% | 0.48% | 1.14% | Q2 2013 | Q4 2014 | 7 |
FIRST CITIZENS BANK & TRUST CO | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Pennant Investors, LP | 6 | 6 | 5.79% | 8.73% | 15.38% | Q3 2019 | Q4 2020 | 6 |
Hedeker Wealth, LLC | 3 | 1 | 0.00% | 0.57% | 1.22% | Q4 2014 | Q2 2021 | 6 |
STERNE AGEE GROUP, INC. | 6 | 6 | 0.51% | 0.77% | 1.16% | Q2 2013 | Q3 2014 | 6 |
COREPATH WEALTH PARTNERS LLC | 6 | 6 | 2.98% | 3.76% | 4.67% | Q2 2022 | Q3 2023 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.09% | 0.11% | 0.13% | Q4 2020 | Q1 2022 | 6 |
Lebenthal Global Advisors, LLC | 6 | 6 | 0.14% | 0.19% | 0.25% | Q4 2020 | Q1 2022 | 6 |
Clear Perspectives Financial Planning, LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q1 2023 | 6 |
Liberty Capital Management, Inc. | 6 | 6 | 0.01% | 0.02% | 0.04% | Q3 2016 | Q4 2017 | 6 |
Commonwealth Financial Services, LLC | 5 | 1 | 0.03% | 1.94% | 6.26% | Q1 2016 | Q3 2023 | 6 |
CANTOR FITZGERALD, L. P. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
OUTFITTER ADVISORS, LTD. | 6 | 6 | 0.08% | 0.09% | 0.10% | Q1 2017 | Q2 2018 | 6 |
DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | 6 | 6 | 0.02% | 0.03% | 0.04% | Q4 2013 | Q1 2015 | 6 |
JGE Capital Management LLC | 6 | 6 | 4.26% | 5.13% | 6.30% | Q2 2013 | Q3 2014 | 6 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 6 | 6 | 0.11% | 0.28% | 1.00% | Q1 2020 | Q2 2021 | 6 |
CONTINENTAL ADVISORS LLC | 6 | 6 | 1.69% | 4.06% | 6.34% | Q1 2021 | Q2 2022 | 6 |
CastleArk Alternatives, LLC | 4 | 1 | 0.30% | 11.40% | 58.74% | Q4 2017 | Q3 2021 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 1.11% | 1.65% | 2.54% | Q2 2015 | Q3 2016 | 6 |
J.Safra Asset Management Corp | 4 | 2 | 0.09% | 0.20% | 0.50% | Q3 2016 | Q3 2023 | 6 |
STUDIO INVESTMENT MANAGEMENT LLC | 6 | 6 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2023 | 6 |
AKANTHOS CAPITAL MANAGEMENT LLC | 4 | 2 | 0.00% | 0.80% | 1.78% | Q2 2013 | Q4 2014 | 6 |
Spouting Rock Asset Management, LLC | 3 | 3 | 0.14% | 0.18% | 0.28% | Q3 2020 | Q3 2023 | 6 |
CPR Investments Inc. | 6 | 6 | 4.16% | 8.50% | 13.56% | Q2 2022 | Q3 2023 | 6 |
Litespeed Management, L.L.C. | 6 | 6 | 1.34% | 1.65% | 2.23% | Q1 2014 | Q2 2015 | 6 |
Joule Financial, LLC | 6 | 6 | 4.21% | 5.46% | 9.71% | Q2 2022 | Q3 2023 | 6 |
PRIMORIS WEALTH ADVISORS, LLC | 6 | 6 | 0.98% | 1.96% | 3.12% | Q2 2022 | Q3 2023 | 6 |
F3Logic, LLC | 6 | 6 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q4 2021 | 6 |
Charter Oak Partners Management, L.P. | 6 | 6 | 0.62% | 0.78% | 0.90% | Q2 2013 | Q3 2014 | 6 |
Lake Hills Wealth Management, LLC | 4 | 2 | 2.32% | 4.23% | 6.11% | Q1 2022 | Q3 2023 | 6 |
IRIDIAN ASSET MANAGEMENT LLC/CT | 3 | 1 | 0.01% | 0.02% | 0.07% | Q2 2013 | Q1 2020 | 6 |
Azimuth Capital Investment Management LLC | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
CONNING INC. | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
SMI Advisory Services, LLC | 3 | 1 | 0.07% | 0.11% | 0.18% | Q4 2021 | Q3 2023 | 6 |
Stratos Investment Management, LLC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 6 |
AFT, FORSYTH & COMPANY, INC. | 4 | 2 | 0.20% | 0.38% | 0.54% | Q2 2013 | Q3 2021 | 6 |
ASB Consultores, LLC | 5 | 1 | 0.20% | 2.44% | 4.36% | Q4 2021 | Q2 2023 | 6 |
SS&H Financial Advisors, Inc. | 5 | 1 | 0.77% | 0.85% | 0.93% | Q1 2022 | Q3 2023 | 6 |
US FINANCIAL ADVISORS, LLC | 6 | 6 | 0.09% | 0.12% | 0.17% | Q4 2014 | Q1 2016 | 6 |
ELKHORN PARTNERS LIMITED PARTNERSHIP | 5 | 1 | 0.12% | 0.18% | 0.39% | Q2 2013 | Q4 2014 | 6 |
Jump Financial, LLC | 3 | 1 | 0.03% | 0.37% | 1.20% | Q1 2021 | Q1 2023 | 6 |
BI Partners LLC | 6 | 6 | 11.38% | 22.68% | 44.38% | Q2 2013 | Q3 2014 | 6 |
Clarus Group, Inc. | 4 | 1 | 0.15% | 0.18% | 0.22% | Q2 2021 | Q3 2023 | 6 |
HORIZON BANCORP INC /IN/ | 4 | 2 | 0.01% | 0.19% | 0.39% | Q4 2019 | Q1 2023 | 6 |
GIRARD SECURITIES, INC. | 6 | 6 | 0.19% | 0.34% | 0.42% | Q2 2016 | Q3 2017 | 6 |
Beck Bode, LLC | 4 | 1 | 0.01% | 0.36% | 0.72% | Q3 2020 | Q4 2022 | 6 |
Mint Tower Capital Management B.V. | 3 | 3 | 0.00% | 0.66% | 1.35% | Q1 2018 | Q3 2018 | 6 |
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Worth Asset Management, LLC | 6 | 6 | 0.02% | 0.28% | 0.80% | Q1 2022 | Q2 2023 | 6 |
BTC Capital Management, Inc. | 6 | 6 | 0.02% | 0.03% | 0.05% | Q1 2021 | Q2 2022 | 6 |
Anfield Capital Management, LLC | 5 | 1 | 0.02% | 0.17% | 0.29% | Q4 2019 | Q2 2021 | 6 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 4 | 1 | 0.19% | 0.55% | 0.85% | Q3 2018 | Q4 2021 | 6 |
Private Wealth Group, LLC | 5 | 1 | 0.15% | 0.23% | 0.29% | Q2 2020 | Q1 2022 | 6 |
FORTE ASSET MANAGEMENT LLC | 6 | 6 | 1.96% | 3.07% | 5.20% | Q2 2022 | Q3 2023 | 6 |
Stonehage Fleming (UK) Ltd | 4 | 2 | 1.21% | 1.48% | 1.60% | Q4 2013 | Q2 2015 | 6 |
Black Maple Capital Management LP | 4 | 1 | 0.46% | 2.11% | 6.44% | Q4 2020 | Q3 2023 | 6 |
Florence Capital Advisors, LLC | 5 | 1 | 0.09% | 0.22% | 0.30% | Q4 2016 | Q4 2018 | 6 |
Prosperity Consulting Group, LLC | 6 | 6 | 0.13% | 0.18% | 0.22% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Advisors, Inc. | 5 | 1 | 0.00% | 0.12% | 0.65% | Q2 2014 | Q2 2019 | 6 |
F&V Capital Management, LLC | 6 | 6 | 0.15% | 0.33% | 0.58% | Q3 2019 | Q4 2020 | 6 |
INFRASTRUCTURE CAPITAL ADVISORS, LLC | 2 | 1 | 0.02% | 0.07% | 0.16% | Q2 2018 | Q2 2023 | 6 |
Luxor Capital Group, LP | 3 | 1 | 0.31% | 2.52% | 5.11% | Q2 2014 | Q1 2021 | 6 |
Caption Management, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2022 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2019 | 6 |
WestEnd Advisors, LLC | 5 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2023 | 6 |
TD Capital Management LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 6 |
MEITAV INVESTMENT HOUSE LTD | 3 | 1 | 0.01% | 0.04% | 0.08% | Q1 2018 | Q2 2023 | 6 |
Ritter Daniher Financial Advisory LLC / DE | 6 | 6 | 0.15% | 0.19% | 0.25% | Q2 2022 | Q3 2023 | 6 |
Alpha Square Group S LLC | 4 | 2 | 0.16% | 0.53% | 0.87% | Q1 2022 | Q3 2023 | 6 |
ATALANTA SOSNOFF CAPITAL, LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 6 |
Trilogy Capital Inc. | 3 | 1 | 0.00% | 0.09% | 0.20% | Q1 2018 | Q2 2023 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.01% | 0.02% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Zions Bancorporation | 5 | 1 | 0.00% | 0.03% | 0.09% | Q2 2015 | Q3 2018 | 6 |
TOKIO MARINE ASSET MANAGEMENT CO LTD | 4 | 2 | 0.06% | 0.14% | 0.28% | Q1 2017 | Q1 2019 | 6 |
Capstone Financial Advisors, Inc. | 4 | 1 | 0.02% | 0.35% | 0.55% | Q4 2013 | Q1 2023 | 6 |
Ford Financial Group, LLC | 3 | 1 | 0.02% | 0.12% | 0.23% | Q4 2017 | Q4 2022 | 6 |
VECTOR WEALTH MANAGEMENT, LLC | 6 | 6 | 0.19% | 0.29% | 0.46% | Q4 2011 | Q1 2013 | 6 |
PARTNERS CAPITAL INVESTMENT GROUP (HOLDINGS), LLC | 6 | 6 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q1 2017 | 6 |
Meadow Creek Investment Management LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2018 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.43% | 0.61% | 0.92% | Q2 2013 | Q3 2014 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q3 2014 | 6 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.03% | 0.12% | Q1 2016 | Q4 2019 | 6 |
Wills Financial Group, Inc. | 6 | 6 | 0.18% | 0.26% | 0.33% | Q4 2013 | Q1 2015 | 6 |
Cypress Wealth Services, LLC | 5 | 1 | 0.06% | 0.08% | 0.11% | Q1 2022 | Q3 2023 | 6 |
Spotlight Asset Group, Inc. | 3 | 1 | 0.39% | 0.82% | 1.02% | Q2 2021 | Q3 2023 | 6 |
Ironsides Asset Advisors, LLC | 6 | 6 | 0.06% | 0.10% | 0.12% | Q3 2015 | Q4 2016 | 6 |
GIRARD PARTNERS LTD. | 2 | 1 | 0.03% | 0.09% | 0.17% | Q1 2014 | Q2 2019 | 6 |
1919 Investment Counsel, LLC | 6 | 6 | 0.03% | 0.04% | 0.06% | Q2 2013 | Q3 2014 | 6 |
Brahman Capital Corp. | 6 | 6 | 8.85% | 12.58% | 18.74% | Q2 2013 | Q3 2014 | 6 |
HIGHFIELDS CAPITAL MANAGEMENT LP | 2 | 1 | 0.33% | 3.01% | 8.60% | Q2 2013 | Q3 2018 | 6 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 6 | 6 | 0.25% | 0.31% | 0.41% | Q4 2020 | Q1 2022 | 6 |
Edmond de Rothschild (Europe) | 6 | 6 | 2.21% | 7.49% | 18.08% | Q2 2015 | Q3 2016 | 6 |
Ameliora Wealth Management Ltd. | 3 | 3 | 0.08% | 3.77% | 9.51% | Q4 2021 | Q3 2023 | 6 |
Braeside Investments, LLC | 6 | 6 | 8.79% | 10.44% | 15.91% | Q2 2013 | Q3 2014 | 6 |
CORTLAND ASSOCIATES INC/MO | 6 | 6 | 1.82% | 1.98% | 2.05% | Q2 2022 | Q3 2023 | 6 |
CI Global Investments Inc. | 6 | 6 | 0.00% | 0.03% | 0.06% | Q2 2017 | Q3 2018 | 6 |
Willis Johnson & Associates, Inc. | 3 | 1 | 0.03% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 6 |
Stifel Trust Company, N.A. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
GoalVest Advisory LLC | 3 | 3 | 0.02% | 0.61% | 2.19% | Q4 2020 | Q4 2023 | 6 |
AGF Investments LLC | 4 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2019 | 6 |
Artemis Wealth Advisors, LLC | 6 | 6 | 0.05% | 0.07% | 0.09% | Q2 2022 | Q3 2023 | 6 |
Cornerstone Management, Inc. | 6 | 6 | 0.05% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 6 |
Highview Capital Management LLC/DE/ | 4 | 2 | 0.22% | 2.11% | 3.49% | Q1 2022 | Q3 2023 | 6 |
RUDMAN ERROL M | 4 | 2 | 1.26% | 2.40% | 5.07% | Q2 2016 | Q4 2017 | 6 |
ARDSLEY ADVISORY PARTNERS LP | 3 | 1 | 0.09% | 1.47% | 5.48% | Q2 2013 | Q3 2018 | 6 |
Blue Trust, Inc. | 6 | 6 | 0.01% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Advisor OS, LLC | 6 | 6 | 0.17% | 0.49% | 0.76% | Q3 2020 | Q4 2021 | 6 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.11% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 6 |
First Personal Financial Services | 3 | 1 | 0.01% | 0.06% | 0.16% | Q2 2016 | Q4 2018 | 6 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 1 | 0.14% | 0.25% | 0.46% | Q1 2016 | Q3 2020 | 6 |
ParenteBeard Wealth Management, LLC | 6 | 6 | 0.22% | 0.26% | 0.31% | Q2 2013 | Q3 2014 | 6 |
PENOBSCOT WEALTH MANAGEMENT | 6 | 6 | 0.17% | 1.32% | 3.77% | Q2 2022 | Q3 2023 | 6 |
Freedman Financial Associates, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q4 2020 | Q1 2022 | 6 |
Nvest Financial, LLC | 6 | 6 | 2.97% | 5.56% | 9.74% | Q2 2022 | Q3 2023 | 6 |
Drake & Associates, LLC | 6 | 6 | 2.64% | 2.91% | 3.08% | Q2 2022 | Q3 2023 | 6 |
FundX Investment Group, LLC | 3 | 1 | 0.32% | 1.57% | 2.33% | Q1 2016 | Q3 2020 | 6 |
CIBC WORLD MARKETS CORP | 2 | 1 | 0.00% | 0.22% | 1.02% | Q2 2016 | Q3 2023 | 6 |
ARQ WEALTH ADVISORS, LLC | 6 | 6 | 0.24% | 0.33% | 0.41% | Q1 2020 | Q2 2021 | 6 |
Ascent Group, LLC | 3 | 3 | 0.04% | 0.12% | 0.26% | Q4 2021 | Q3 2023 | 6 |
OneAscent Wealth Management LLC | 6 | 6 | 0.14% | 0.64% | 1.12% | Q2 2022 | Q3 2023 | 6 |
Vantage Financial Partners Ltd., Inc. | 5 | 1 | 0.21% | 3.40% | 4.41% | Q1 2019 | Q3 2020 | 6 |
BALESTRA CAPITAL LTD. | 6 | 6 | 0.02% | 0.24% | 0.75% | Q2 2013 | Q3 2014 | 6 |
CEDAR CAPITAL, LLC | 5 | 1 | 0.11% | 0.72% | 1.15% | Q2 2016 | Q3 2021 | 6 |
Affiance Financial, LLC | 5 | 1 | 0.00% | 0.61% | 1.21% | Q4 2014 | Q4 2022 | 6 |
Arbiter Partners Capital Management LLC | 6 | 6 | 4.81% | 5.50% | 6.52% | Q2 2016 | Q3 2017 | 6 |
First Western Trust Bank | 6 | 6 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 6 |
MASON CAPITAL MANAGEMENT LLC | 3 | 1 | 5.42% | 9.27% | 23.11% | Q2 2015 | Q2 2021 | 6 |
MARYLAND CAPITAL ADVISORS INC. | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Transparent Wealth Partners LLC | 6 | 6 | 1.02% | 1.35% | 2.41% | Q4 2021 | Q1 2023 | 6 |
JFB Holdings Corp | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2014 | 6 |
INSIGHT 2811, INC. | 5 | 1 | 0.12% | 0.16% | 0.19% | Q2 2020 | Q2 2023 | 6 |
ESG Planning | 5 | 1 | 0.25% | 1.76% | 2.80% | Q1 2022 | Q3 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Weatherstone Capital Management | 3 | 1 | 0.05% | 0.21% | 0.34% | Q1 2014 | Q4 2018 | 6 |
McAdams Wright Ragen, Inc. | 6 | 6 | 0.16% | 0.28% | 0.48% | Q2 2013 | Q3 2014 | 6 |
Gainplan LLC | 4 | 2 | 0.10% | 0.89% | 2.82% | Q1 2020 | Q2 2022 | 6 |
BlueCrest Capital Management LLP | 3 | 1 | 0.12% | 1.63% | 8.13% | Q2 2013 | Q2 2014 | 6 |
Shay Capital LLC | 2 | 2 | 0.06% | 0.25% | 0.81% | Q1 2022 | Q2 2023 | 6 |
GenWealth Group, Inc. | 2 | 1 | 0.16% | 4.23% | 11.56% | Q2 2017 | Q1 2023 | 6 |
HALL CAPITAL MANAGEMENT CO INC | 6 | 6 | 0.21% | 0.32% | 0.37% | Q2 2022 | Q3 2023 | 6 |
1st Global Advisors, Inc. | 6 | 6 | 0.03% | 0.04% | 0.05% | Q2 2013 | Q3 2014 | 6 |
Burns Matteson Capital Management, LLC | 2 | 1 | 0.19% | 1.54% | 2.68% | Q4 2020 | Q2 2023 | 5 |
Hatteras Alternative Mutual Funds, LLC | 5 | 5 | 0.20% | 0.28% | 0.33% | Q2 2013 | Q2 2014 | 5 |
Ruggie Capital Group | 3 | 1 | 0.00% | 0.02% | 0.05% | Q2 2017 | Q4 2018 | 5 |
Epstein & White Financial LLC | 3 | 1 | 0.05% | 0.08% | 0.10% | Q3 2019 | Q2 2021 | 5 |
Peak Asset Management, LLC | 5 | 5 | 0.05% | 0.08% | 0.09% | Q1 2020 | Q1 2021 | 5 |
Aravt Global | 5 | 5 | 14.94% | 27.36% | 44.05% | Q1 2016 | Q1 2017 | 5 |
SAM Advisors, LLC | 5 | 5 | 0.19% | 0.21% | 0.23% | Q3 2022 | Q3 2023 | 5 |
ASPIRIANT HOLDINGS S3, LLC | 3 | 2 | 1.69% | 2.75% | 4.81% | Q2 2013 | Q2 2015 | 5 |
Lake Point Wealth Management | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2022 | 5 |
Simcoe Capital Management, LLC | 5 | 5 | 4.44% | 7.64% | 17.83% | Q4 2014 | Q4 2015 | 5 |
Royal Harbor Partners, LLC | 3 | 2 | 0.15% | 2.81% | 4.90% | Q2 2020 | Q2 2022 | 5 |
Corvex Management LP | 5 | 5 | 0.91% | 3.25% | 5.22% | Q1 2020 | Q1 2021 | 5 |
Stamos Capital Partners, L.P. | 5 | 5 | 0.14% | 0.64% | 1.15% | Q3 2020 | Q3 2021 | 5 |
VALUE PARTNERS LTD /ADV | 5 | 5 | 2.06% | 3.59% | 4.82% | Q2 2015 | Q2 2016 | 5 |
Valiant Capital Management, L.P. | 3 | 2 | 8.70% | 13.18% | 19.46% | Q2 2022 | Q3 2023 | 5 |
WILMINGTON TRUST CO | 5 | 5 | 0.10% | 0.12% | 0.13% | Q2 2013 | Q2 2014 | 5 |
BARING ASSET MANAGEMENT Ltd | 5 | 5 | 0.02% | 0.02% | 0.03% | Q1 2016 | Q1 2017 | 5 |
Catamount Wealth Management | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2016 | Q3 2017 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.73% | 0.94% | 1.14% | Q1 2015 | Q1 2016 | 5 |
MARVIN & PALMER ASSOCIATES INC | 2 | 1 | 0.29% | 1.81% | 4.23% | Q4 2018 | Q2 2022 | 5 |
THREE BAYS CAPITAL LP | 5 | 5 | 1.28% | 2.52% | 5.14% | Q4 2014 | Q4 2015 | 5 |
NewDay Solutions, LLC | 4 | 1 | 2.14% | 3.02% | 3.43% | Q4 2018 | Q1 2020 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.50% | 0.68% | 1.06% | Q4 2020 | Q4 2021 | 5 |
Wilmington Trust, National Association | 5 | 5 | 0.20% | 0.38% | 0.51% | Q2 2013 | Q2 2014 | 5 |
Strategic Asset Management, LLC | 5 | 5 | 0.02% | 0.04% | 0.07% | Q3 2021 | Q3 2022 | 5 |
Clarus Wealth Advisors | 5 | 5 | 0.02% | 0.04% | 0.07% | Q2 2018 | Q2 2019 | 5 |
SEI TRUST CO | 5 | 5 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2014 | 5 |
WealthSpring Partners, LLC | 5 | 5 | 0.56% | 0.58% | 0.60% | Q3 2022 | Q3 2023 | 5 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 5 | 5 | 3.55% | 3.97% | 4.23% | Q2 2017 | Q2 2018 | 5 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.07% | 0.10% | Q4 2022 | Q3 2023 | 5 |
Gresham Partners, LLC | 4 | 1 | 0.98% | 2.46% | 7.25% | Q4 2014 | Q3 2018 | 5 |
CAAS CAPITAL MANAGEMENT LP | 2 | 2 | 0.10% | 0.53% | 1.78% | Q2 2023 | Q3 2023 | 5 |
Kellett Wealth Advisors, LLC | 3 | 2 | 0.16% | 0.19% | 0.26% | Q4 2021 | Q2 2023 | 5 |
ADVENT CAPITAL MANAGEMENT /DE/ | 4 | 1 | 0.01% | 0.03% | 0.05% | Q1 2017 | Q2 2018 | 5 |
East Coast Asset Management, LLC. | 5 | 5 | 0.18% | 0.65% | 1.41% | Q4 2012 | Q4 2013 | 5 |
CQS Cayman LP | 5 | 5 | 0.12% | 0.21% | 0.35% | Q2 2013 | Q2 2014 | 5 |
Visionary Asset Management, Inc. | 2 | 1 | 0.01% | 0.15% | 0.35% | Q3 2013 | Q1 2016 | 5 |
MBB PUBLIC MARKETS I LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Tyers Asset Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Capital Wealth Alliance, LLC | 3 | 2 | 0.23% | 0.51% | 0.85% | Q4 2019 | Q3 2023 | 5 |
Crow Point Partners, LLC | 2 | 1 | 0.01% | 0.02% | 0.07% | Q3 2016 | Q1 2018 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.02% | 0.06% | 0.12% | Q4 2022 | Q4 2023 | 5 |
Henrickson Nauta Wealth Advisors, Inc. | 5 | 5 | 0.28% | 0.77% | 1.23% | Q3 2022 | Q3 2023 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.56% | 0.72% | 0.94% | Q3 2022 | Q3 2023 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q4 2022 | 5 |
Otter Creek Advisors, LLC | 4 | 1 | 0.22% | 0.66% | 1.50% | Q1 2015 | Q3 2016 | 5 |
B.O.S.S. Retirement Advisors, LLC | 5 | 5 | 0.38% | 0.41% | 0.45% | Q4 2022 | Q4 2023 | 5 |
MAGNOLIA CAPITAL ADVISORS LLC | 3 | 2 | 1.02% | 1.56% | 2.54% | Q2 2020 | Q2 2023 | 5 |
PHH Investments, Ltd. | 3 | 2 | 0.09% | 5.46% | 13.17% | Q4 2016 | Q1 2018 | 5 |
PERISCOPE CAPITAL INC. | 2 | 2 | 0.19% | 0.56% | 0.92% | Q4 2017 | Q3 2020 | 5 |
iAB Financial Bank | 5 | 5 | 0.28% | 0.34% | 0.42% | Q2 2013 | Q2 2014 | 5 |
Aristides Capital LLC | 4 | 1 | 0.06% | 0.20% | 0.63% | Q1 2020 | Q4 2021 | 5 |
NORTHWEST WEALTH MANAGEMENT, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q1 2019 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.05% | 0.14% | 0.24% | Q2 2017 | Q3 2017 | 5 |
Windsor Creek Advisors, LLC | 4 | 1 | 0.24% | 0.35% | 0.58% | Q4 2018 | Q4 2021 | 5 |
Strategic Capital Group LLC | 5 | 5 | 0.11% | 0.14% | 0.20% | Q2 2013 | Q2 2014 | 5 |
PHYSICIANS FINANCIAL SERVICES, INC. | 5 | 5 | 0.02% | 0.04% | 0.06% | Q4 2015 | Q4 2016 | 5 |
LONESTAR CAPITAL MANAGEMENT LLC | 3 | 2 | 2.84% | 9.61% | 18.88% | Q2 2013 | Q3 2016 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.21% | 0.25% | 0.28% | Q4 2019 | Q4 2020 | 5 |
PineBridge Investments, L.P. | 5 | 5 | 0.07% | 0.12% | 0.20% | Q1 2020 | Q1 2021 | 5 |
PRIVATE CAPITAL MANAGEMENT LLC | 5 | 5 | 0.14% | 0.24% | 0.30% | Q1 2020 | Q1 2021 | 5 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 4 | 1 | 0.66% | 1.45% | 1.76% | Q3 2017 | Q1 2022 | 5 |
Alliance Wealth Management Group | 5 | 5 | 0.88% | 5.02% | 7.18% | Q1 2016 | Q1 2017 | 5 |
TNF LLC | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
SOLARIS ASSET MANAGEMENT LLC | 4 | 1 | 0.01% | 0.06% | 0.08% | Q4 2015 | Q1 2017 | 5 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 4 | 1 | 0.66% | 2.32% | 5.43% | Q4 2020 | Q3 2022 | 5 |
BROOKS, MOORE & ASSOCIATES, INC. | 5 | 5 | 0.28% | 0.29% | 0.30% | Q4 2018 | Q4 2019 | 5 |
Prostatis Group LLC | 4 | 1 | 0.51% | 1.26% | 1.78% | Q1 2022 | Q2 2023 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.08% | 0.12% | 0.21% | Q4 2020 | Q3 2023 | 5 |
Orbis Investment Management (U.S.), L.P. | 4 | 1 | 1.62% | 3.37% | 5.01% | Q3 2016 | Q4 2018 | 5 |
Bridge Advisory, LLC | 5 | 5 | 0.21% | 0.30% | 0.54% | Q3 2022 | Q3 2023 | 5 |
Birchcreek Wealth Management, LLC | 5 | 5 | 0.21% | 0.28% | 0.40% | Q4 2020 | Q4 2021 | 5 |
Ewing Morris & Co. Investment Partners Ltd. | 5 | 5 | 4.23% | 5.06% | 6.14% | Q4 2021 | Q4 2022 | 5 |
Kowal Investment Group, LLC | 4 | 1 | 0.03% | 0.05% | 0.06% | Q3 2021 | Q3 2023 | 5 |
Silver Oak Advisory Group, Inc. | 5 | 5 | 0.15% | 0.16% | 0.17% | Q4 2021 | Q4 2022 | 5 |
KELLOGG W K FOUNDATION TRUST | 3 | 2 | 0.46% | 0.86% | 1.30% | Q2 2020 | Q2 2022 | 5 |
IndexIQ Advisors LLC | 3 | 2 | 0.00% | 0.33% | 0.67% | Q3 2018 | Q1 2020 | 5 |
MCKINLEY CAPITAL MANAGEMENT LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2017 | 5 |
Colonial Trust Co / SC | 5 | 5 | 0.14% | 0.19% | 0.31% | Q3 2022 | Q3 2023 | 5 |
WealthPlan Investment Management, LLC | 4 | 1 | 0.02% | 0.06% | 0.13% | Q1 2022 | Q2 2023 | 5 |
Stadion Money Management, LLC | 4 | 1 | 0.44% | 0.66% | 0.98% | Q1 2016 | Q3 2019 | 5 |
FRANKLIN STREET ADVISORS INC /NC | 5 | 5 | 0.05% | 0.08% | 0.10% | Q4 2015 | Q4 2016 | 5 |
BASSO CAPITAL MANAGEMENT, L.P. | 4 | 1 | 1.24% | 2.62% | 3.35% | Q4 2016 | Q3 2023 | 5 |
Q3 Asset Management | 3 | 2 | 0.10% | 0.40% | 0.88% | Q1 2022 | Q2 2023 | 5 |
MATHER GROUP, LLC. | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.34% | 1.51% | 1.99% | Q2 2013 | Q2 2021 | 5 |
WILSEY ASSET MANAGEMENT INC | 4 | 1 | 2.41% | 3.94% | 4.51% | Q1 2020 | Q1 2022 | 5 |
Abu Dhabi Investment Council | 5 | 5 | 81.57% | 88.15% | 93.79% | Q4 2013 | Q4 2014 | 5 |
Telos Capital Management, Inc. | 5 | 5 | 0.04% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
NewEdge Wealth, LLC | 5 | 5 | 0.02% | 0.05% | 0.07% | Q3 2022 | Q3 2023 | 5 |
DSC Advisors, L.P. | 2 | 1 | 0.00% | 0.43% | 0.85% | Q2 2014 | Q1 2018 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.34% | 0.61% | 1.04% | Q3 2022 | Q3 2023 | 5 |
Anson Funds Management LP | 3 | 3 | 0.87% | 11.74% | 26.04% | Q1 2016 | Q3 2016 | 5 |
Epoch Investment Partners, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Goepper Burkhardt LLC | 5 | 5 | 0.14% | 0.15% | 0.17% | Q3 2021 | Q3 2022 | 5 |
CLOUGH CAPITAL PARTNERS L P | 4 | 1 | 0.05% | 0.50% | 0.82% | Q4 2013 | Q2 2016 | 5 |
Laffer Tengler Investments, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Farmers & Merchants Trust Co of Long Beach | 3 | 2 | 0.09% | 0.16% | 0.24% | Q2 2020 | Q4 2022 | 5 |
WFA of San Diego, LLC | 2 | 1 | 0.02% | 0.05% | 0.12% | Q2 2020 | Q3 2023 | 5 |
Tactical Allocation Group LLC | 5 | 5 | 0.08% | 1.68% | 4.17% | Q2 2013 | Q2 2014 | 5 |
Advocacy Wealth Management Services, LLC | 3 | 2 | 0.05% | 0.17% | 0.33% | Q2 2013 | Q4 2020 | 5 |
Vista Private Wealth Partners. LLC | 4 | 1 | 0.00% | 0.09% | 0.12% | Q3 2019 | Q2 2021 | 5 |
ROMANO BROTHERS AND COMPANY | 5 | 5 | 0.08% | 0.10% | 0.11% | Q3 2022 | Q3 2023 | 5 |
Divergent Wealth Advisors | 2 | 1 | 0.02% | 0.08% | 0.21% | Q1 2018 | Q4 2022 | 5 |
Collaborative Wealth Managment Inc. | 5 | 5 | 0.13% | 0.19% | 0.26% | Q2 2022 | Q2 2023 | 5 |
Domani Wealth, LLC | 4 | 1 | 0.08% | 0.11% | 0.12% | Q3 2016 | Q3 2019 | 5 |
JBF Capital, Inc. | 3 | 2 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2019 | 5 |
Perkins Investment Management, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2014 | 5 |
Flinton Capital Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
Cassady Schiller Wealth Management, LLC | 4 | 1 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 5 |
COLUMBIA CAPITAL LLC | 5 | 5 | 0.43% | 0.97% | 1.36% | Q2 2013 | Q2 2014 | 5 |
Lansing Street Advisors | 5 | 5 | 0.28% | 0.70% | 1.38% | Q1 2022 | Q1 2023 | 5 |
Patrick Mauro Investment Advisor, INC. | 5 | 5 | 1.40% | 1.46% | 1.50% | Q3 2022 | Q3 2023 | 5 |
Brouwer & Janachowski, LLC | 5 | 5 | 0.19% | 0.27% | 0.31% | Q4 2013 | Q4 2014 | 5 |
TITLEIST CAPITAL, LLC | 5 | 5 | 0.07% | 0.09% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Catalyst Capital Advisors LLC | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2014 | Q1 2022 | 5 |
KADENSA CAPITAL Ltd | 4 | 1 | 1.84% | 8.27% | 12.27% | Q1 2020 | Q2 2022 | 5 |
LionEye Capital Management LLC | 3 | 2 | 0.30% | 0.92% | 1.72% | Q1 2014 | Q3 2015 | 5 |
TAP Consulting, LLC | 4 | 1 | 0.88% | 1.59% | 2.09% | Q2 2022 | Q3 2023 | 5 |
WEALTHFRONT Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 5 |
Badgley Phelps Wealth Managers, LLC | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2022 | Q2 2023 | 5 |
Strategic Wealth Management Group, LLC | 4 | 1 | 0.16% | 0.28% | 0.36% | Q4 2019 | Q2 2021 | 5 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 5 |
Portfolio Solutions, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2018 | 5 |
WorthPointe, LLC | 5 | 5 | 0.34% | 0.86% | 1.18% | Q1 2022 | Q1 2023 | 5 |
Berman Capital Advisors, LLC | 4 | 1 | 0.01% | 0.18% | 0.34% | Q1 2020 | Q3 2021 | 5 |
Coury Firm Asset Management LLC | 3 | 2 | 0.43% | 0.72% | 1.52% | Q4 2021 | Q3 2023 | 5 |
Townsend & Associates, Inc | 4 | 1 | 0.00% | 1.49% | 2.87% | Q4 2017 | Q3 2023 | 5 |
Saddle Road Partners, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2016 | 5 |
VALLEY NATIONAL BANCORP | 5 | 5 | 0.48% | 0.62% | 0.87% | Q4 2013 | Q4 2014 | 5 |
QVR LLC | 1 | 1 | 0.24% | 1.23% | 2.01% | Q1 2018 | Q2 2019 | 5 |
BARRETT & COMPANY, INC. | 5 | 5 | 0.15% | 0.16% | 0.17% | Q3 2022 | Q3 2023 | 5 |
Icon Wealth Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q2 2023 | 5 |
Blackhawk Capital Partners LLC. | 3 | 2 | 0.19% | 0.77% | 1.55% | Q4 2017 | Q1 2019 | 5 |
DeepCurrents Investment Group LLC | 2 | 1 | 0.12% | 0.86% | 2.14% | Q1 2019 | Q1 2023 | 5 |
361 CAPITAL LLC | 3 | 2 | 0.05% | 2.49% | 7.80% | Q1 2016 | Q2 2019 | 5 |
Neuburgh Advisers LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2017 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.65% | 1.21% | 1.74% | Q4 2021 | Q4 2022 | 5 |
MOLLER WEALTH PARTNERS | 3 | 2 | 0.11% | 4.73% | 10.60% | Q2 2016 | Q2 2019 | 5 |
Virtus Family Office LLC | 5 | 5 | 1.46% | 1.76% | 2.16% | Q3 2022 | Q3 2023 | 5 |
Nantahala Capital Management | 5 | 5 | 1.70% | 2.71% | 3.91% | Q4 2013 | Q4 2014 | 5 |
MorganRosel Wealth Management, LLC | 5 | 5 | 0.91% | 2.54% | 4.13% | Q4 2019 | Q4 2020 | 5 |
Gryphon Financial Partners LLC | 3 | 1 | 0.01% | 0.15% | 0.30% | Q4 2017 | Q3 2023 | 5 |
Coulter & Justus Financial Services, LLC | 4 | 1 | 0.25% | 0.27% | 0.29% | Q4 2021 | Q1 2023 | 5 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q3 2015 | 5 |
Private Wealth Advisors, Inc. | 5 | 5 | 0.13% | 0.16% | 0.22% | Q2 2013 | Q2 2014 | 5 |
ABSHER WEALTH MANAGEMENT, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q2 2021 | 4 |
B&D White Capital Company, LLC | 2 | 1 | 0.04% | 0.16% | 0.25% | Q4 2020 | Q3 2023 | 4 |
Diversified Portfolios, Inc. | 4 | 4 | 0.21% | 0.22% | 0.23% | Q4 2014 | Q3 2015 | 4 |
Portfolio Strategies, Inc. | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Milestone Investment Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
LaSalle St. Investment Advisors, LLC | 4 | 4 | 0.16% | 0.26% | 0.38% | Q4 2022 | Q3 2023 | 4 |
Gateway Wealth Partners, LLC | 4 | 4 | 0.08% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
WATERS PARKERSON & CO., LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q3 2013 | Q2 2019 | 4 |
BOS Asset Management, LLC | 4 | 4 | 1.17% | 1.35% | 1.54% | Q4 2022 | Q3 2023 | 4 |
MILESTONE WEALTH, LLC | 4 | 4 | 0.41% | 0.74% | 1.50% | Q4 2021 | Q3 2022 | 4 |
Delta Financial Group, Inc. | 4 | 4 | 0.19% | 0.30% | 0.60% | Q4 2022 | Q3 2023 | 4 |
Linden Thomas Advisory Services, LLC | 4 | 4 | 0.11% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
AlphaQ Advisors LLC | 4 | 4 | 0.32% | 0.58% | 0.96% | Q4 2022 | Q3 2023 | 4 |
Kelman-Lazarov, Inc. | 4 | 4 | 0.07% | 0.08% | 0.08% | Q1 2016 | Q4 2016 | 4 |
Shorepoint Capital Partners LLC | 4 | 4 | 0.08% | 0.09% | 0.09% | Q4 2022 | Q3 2023 | 4 |
Tanglewood Legacy Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Financial Freedom, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Garden State Investment Advisory Services LLC | 4 | 4 | 0.42% | 0.58% | 0.77% | Q4 2022 | Q3 2023 | 4 |
MOSAIC FAMILY WEALTH PARTNERS, LLC | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 3 | 1 | 0.03% | 0.07% | 0.13% | Q2 2016 | Q3 2021 | 4 |
Noven Financial Group, Inc. | 4 | 4 | 2.27% | 2.50% | 2.79% | Q4 2013 | Q3 2014 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
SCOPUS ASSET MANAGEMENT, L.P. | 3 | 1 | 0.08% | 0.31% | 0.56% | Q2 2020 | Q3 2021 | 4 |
MRP Capital Investments, LLC | 4 | 4 | 1.79% | 2.00% | 2.14% | Q4 2022 | Q3 2023 | 4 |
MILESTONE ASSET MANAGEMENT, LLC | 4 | 4 | 0.17% | 0.64% | 1.85% | Q4 2022 | Q3 2023 | 4 |
Horiko Capital Management LLC | 4 | 4 | 0.12% | 0.74% | 1.00% | Q2 2020 | Q1 2021 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q3 2023 | 4 |
VERITY Wealth Advisors | 4 | 4 | 0.22% | 0.23% | 0.24% | Q4 2020 | Q3 2021 | 4 |
Cypress Point Wealth Management, LLC | 3 | 1 | 0.20% | 1.04% | 3.42% | Q4 2020 | Q3 2023 | 4 |
FIRST MERCHANTS CORP | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
PPSC Investment Service Corp | 4 | 4 | 6.10% | 8.47% | 10.54% | Q4 2022 | Q3 2023 | 4 |
GEODE CAPITAL MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2021 | 4 |
Cassaday & Co Wealth Management LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2022 | Q3 2023 | 4 |
VitalStone Financial, LLC | 4 | 4 | 0.03% | 1.29% | 2.57% | Q4 2022 | Q3 2023 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.46% | 0.50% | 0.53% | Q4 2022 | Q3 2023 | 4 |
Forza Wealth Management, LLC | 4 | 4 | 0.11% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
FIRST UNITED BANK & TRUST | 2 | 2 | 0.10% | 0.23% | 0.37% | Q2 2013 | Q1 2021 | 4 |
Register Financial Advisors LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
RETIREMENT FINANCIAL SOLUTIONS, LLC | 4 | 4 | 0.55% | 0.70% | 0.82% | Q4 2022 | Q3 2023 | 4 |
LAM GROUP, INC. | 4 | 4 | 0.47% | 0.49% | 0.51% | Q4 2022 | Q3 2023 | 4 |
TCP Asset Management, LLC | 4 | 4 | 0.09% | 0.15% | 0.28% | Q4 2022 | Q3 2023 | 4 |
MMBG INVESTMENT ADVISORS CO. | 4 | 4 | 0.09% | 0.09% | 0.10% | Q4 2022 | Q3 2023 | 4 |
Sargent Investment Group, LLC | 3 | 1 | 0.11% | 0.15% | 0.18% | Q4 2018 | Q4 2022 | 4 |
JDM Financial Group LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Strategic Investment Solutions, Inc. /IL | 4 | 4 | 0.22% | 0.45% | 0.85% | Q4 2022 | Q3 2023 | 4 |
Fortis Capital Advisors, LLC | 4 | 4 | 0.31% | 0.43% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Gray Wealth Management Inc. | 3 | 1 | 0.10% | 0.13% | 0.14% | Q1 2022 | Q2 2023 | 4 |
Longer Investments Inc. | 2 | 1 | 1.92% | 3.55% | 7.54% | Q4 2013 | Q3 2015 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
RFP Financial Group LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.08% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
VIRIDIAN RIA, LLC | 2 | 2 | 0.05% | 0.07% | 0.10% | Q1 2021 | Q1 2022 | 4 |
Ethos Financial Group, LLC | 4 | 4 | 0.10% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 4 |
AKUNA SECURITIES LLC | 3 | 1 | 0.14% | 0.28% | 0.40% | Q3 2022 | Q3 2023 | 4 |
CMT TRADING LLC | 1 | 1 | 0.38% | 1.87% | 5.70% | Q1 2015 | Q3 2017 | 4 |
Semmax Financial Advisors Inc. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Vanguard Personalized Indexing Management, LLC | 2 | 1 | 0.01% | 0.11% | 0.33% | Q3 2020 | Q3 2023 | 4 |
Hudson Bay Capital Management LP | 1 | 1 | 0.15% | 0.45% | 1.25% | Q2 2014 | Q1 2019 | 4 |
Ferguson Shapiro LLC | 1 | 1 | 0.23% | 3.64% | 7.13% | Q4 2019 | Q3 2022 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.06% | 0.35% | 0.47% | Q4 2018 | Q3 2023 | 4 |
Golden State Equity Partners | 4 | 4 | 0.18% | 0.22% | 0.26% | Q4 2020 | Q3 2021 | 4 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q1 2020 | 4 |
26North Partners LP | 4 | 4 | 9.81% | 12.13% | 15.69% | Q4 2022 | Q3 2023 | 4 |
Private Capital Advisors, Inc. | 1 | 1 | 0.07% | 0.48% | 1.63% | Q2 2016 | Q1 2022 | 4 |
APEX CAPITAL, LLC | 3 | 3 | 0.36% | 1.36% | 2.24% | Q2 2013 | Q4 2013 | 4 |
MIZUHO SECURITIES USA LLC | 3 | 1 | 0.04% | 0.12% | 0.30% | Q2 2016 | Q2 2017 | 4 |
Hall Kathryn A. | 4 | 4 | 0.44% | 2.24% | 4.12% | Q3 2013 | Q2 2014 | 4 |
Sanctuary Wealth Management, L.L.C. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q1 2010 | Q3 2023 | 4 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.00% | 0.03% | 0.08% | Q1 2019 | Q1 2022 | 4 |
Cyndeo Wealth Partners, LLC | 4 | 4 | 0.22% | 0.24% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Antipodean Advisors LLC | 3 | 1 | 5.17% | 9.73% | 19.82% | Q1 2016 | Q4 2022 | 4 |
Cardinal Point Capital Management, ULC | 4 | 4 | 0.11% | 0.18% | 0.24% | Q4 2022 | Q3 2023 | 4 |
Lodestone Wealth Management LLC | 4 | 4 | 0.42% | 0.45% | 0.49% | Q4 2022 | Q3 2023 | 4 |
WPWealth LLP | 4 | 4 | 0.14% | 0.16% | 0.21% | Q4 2022 | Q3 2023 | 4 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 2.79% | 6.15% | Q2 2013 | Q2 2020 | 4 |
Point72 Middle East FZE | 2 | 2 | 0.00% | 0.05% | 0.09% | Q4 2022 | Q1 2023 | 4 |
Legacy Trust | 4 | 4 | 0.14% | 0.15% | 0.16% | Q4 2022 | Q3 2023 | 4 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.10% | 2.37% | 7.79% | Q2 2016 | Q2 2019 | 4 |
SFE Investment Counsel | 4 | 4 | 0.06% | 0.06% | 0.06% | Q1 2021 | Q4 2021 | 4 |
Cardinal Point Wealth Management LLC | 4 | 4 | 0.38% | 0.41% | 0.46% | Q4 2020 | Q3 2021 | 4 |
Jupiter Wealth Management LLC | 4 | 4 | 0.78% | 0.89% | 1.02% | Q3 2019 | Q2 2020 | 4 |
Ulysses Management LLC | 4 | 4 | 0.44% | 1.00% | 1.28% | Q3 2020 | Q2 2021 | 4 |
Surevest, LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2022 | 4 |
JABODON PT CO | 4 | 4 | 20.27% | 28.99% | 50.13% | Q4 2013 | Q3 2014 | 4 |
Callan Family Office, LLC | 4 | 4 | 0.91% | 0.98% | 1.10% | Q4 2022 | Q3 2023 | 4 |
GREENWOOD CAPITAL ASSOCIATES LLC | 3 | 1 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q4 2021 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.62% | 0.64% | 0.68% | Q4 2022 | Q3 2023 | 4 |
Pacific Sage Partners, LLC | 4 | 4 | 0.20% | 0.22% | 0.23% | Q4 2022 | Q3 2023 | 4 |
Trust Investment Advisors | 2 | 2 | 0.18% | 0.19% | 0.20% | Q1 2022 | Q1 2023 | 4 |
MEDICI CAPITAL LLC | 4 | 4 | 0.91% | 2.55% | 3.64% | Q4 2022 | Q3 2023 | 4 |
Ovata Capital Management Ltd | 3 | 1 | 0.00% | 0.20% | 0.32% | Q2 2020 | Q2 2022 | 4 |
CASTLE WEALTH MANAGEMENT LLC | 4 | 4 | 0.62% | 0.70% | 0.82% | Q2 2022 | Q1 2023 | 4 |
Cercano Management LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
KWMG, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q1 2019 | 4 |
Accuvest Global Advisors | 4 | 4 | 0.15% | 0.19% | 0.24% | Q2 2018 | Q1 2019 | 4 |
Jacobsen Capital Management | 4 | 4 | 0.26% | 0.27% | 0.28% | Q4 2022 | Q3 2023 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.75% | 0.81% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Carr Financial Group Corp | 4 | 4 | 1.08% | 1.13% | 1.22% | Q4 2022 | Q3 2023 | 4 |
Marcum Wealth, LLC | 4 | 4 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q4 2022 | 4 |
Rye Brook Capital LLC | 3 | 1 | 2.39% | 3.09% | 3.48% | Q4 2020 | Q3 2023 | 4 |
PRENTISS SMITH & CO INC | 3 | 1 | 0.03% | 0.07% | 0.09% | Q3 2017 | Q3 2018 | 4 |
BROGAN FINANCIAL, INC. | 4 | 4 | 4.97% | 5.04% | 5.21% | Q4 2022 | Q3 2023 | 4 |
Gunderson Capital Management Inc. | 4 | 4 | 0.24% | 0.31% | 0.40% | Q1 2023 | Q4 2023 | 4 |
Fiduciary Planning LLC | 4 | 4 | 0.00% | 1.77% | 2.87% | Q2 2020 | Q1 2021 | 4 |
D. E. Shaw & Co., Inc. | 4 | 4 | 0.12% | 0.28% | 0.35% | Q1 2015 | Q4 2015 | 4 |
Objective Capital Management, LLC | 2 | 2 | 0.18% | 0.18% | 0.19% | Q4 2021 | Q2 2023 | 4 |
Grey Owl Capital Management, LLC | 4 | 4 | 0.94% | 1.14% | 1.35% | Q4 2013 | Q3 2014 | 4 |
Crossvault Capital Management LLC | 4 | 4 | 0.16% | 0.19% | 0.22% | Q1 2015 | Q4 2015 | 4 |
BOURNE LENT ASSET MANAGEMENT INC | 4 | 4 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Capital Markets Trading UK LLP | 3 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q1 2019 | 4 |
CBIZ Investment Advisory Services, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
VALLEY FINANCIAL MANAGEMENT, INC. | 4 | 4 | 0.12% | 1.21% | 2.37% | Q3 2022 | Q2 2023 | 4 |
First Bank & Trust | 4 | 4 | 0.40% | 0.41% | 0.43% | Q4 2022 | Q3 2023 | 4 |
KFG WEALTH MANAGEMENT, LLC | 4 | 4 | 0.44% | 0.58% | 0.76% | Q4 2022 | Q3 2023 | 4 |
GLYNN CAPITAL MANAGEMENT LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2013 | Q2 2014 | 4 |
PVG ASSET MANAGEMENT CORP | 2 | 2 | 0.96% | 1.56% | 2.60% | Q2 2018 | Q2 2021 | 4 |
Mason & Associates Inc | 4 | 4 | 4.23% | 4.75% | 5.07% | Q4 2021 | Q3 2022 | 4 |
Permanens Capital L.P. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q4 2020 | 4 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2018 | 4 |
HORIZON FINANCIAL SERVICES, LLC | 4 | 4 | 0.02% | 0.07% | 0.10% | Q3 2020 | Q2 2021 | 4 |
FinTrust Investment Advisory Services, LLC | 3 | 1 | 0.20% | 0.25% | 0.35% | Q2 2013 | Q1 2018 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.05% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Turim 21 Investimentos Ltda. | 3 | 1 | 0.27% | 11.05% | 28.22% | Q4 2019 | Q3 2022 | 4 |
General Partner, Inc. | 4 | 4 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q4 2023 | 4 |
MOGY JOEL R INVESTMENT COUNSEL INC | 4 | 4 | 0.06% | 0.09% | 0.14% | Q2 2013 | Q1 2014 | 4 |
MCIA Inc | 2 | 2 | 0.09% | 0.20% | 0.29% | Q2 2017 | Q2 2018 | 4 |
TOWER TRUST Co | 4 | 4 | 0.36% | 0.49% | 0.64% | Q2 2013 | Q1 2014 | 4 |
Alberta Investment Management Corp | 4 | 4 | 0.46% | 0.57% | 0.66% | Q2 2020 | Q1 2021 | 4 |
Model Capital Management LLC | 4 | 4 | 0.16% | 0.42% | 0.77% | Q3 2020 | Q2 2021 | 4 |
Resurgent Financial Advisors LLC | 4 | 4 | 0.09% | 0.12% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Franklin, Parlapiano, Turner & Welch, LLC | 2 | 1 | 0.15% | 0.19% | 0.24% | Q4 2012 | Q1 2014 | 4 |
Biondo Investment Advisors, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q2 2021 | 4 |
PBMares Wealth Management LLC | 4 | 4 | 0.32% | 0.37% | 0.49% | Q4 2019 | Q3 2020 | 4 |
RAYNER & HAYNOR | 4 | 4 | 0.70% | 0.74% | 0.79% | Q4 2013 | Q3 2014 | 4 |
Highmount Capital, LLC | 4 | 4 | 0.05% | 0.06% | 0.09% | Q3 2013 | Q2 2014 | 4 |
LEVEL FOUR FINANCIAL, LLC | 4 | 4 | 0.15% | 0.21% | 0.26% | Q4 2020 | Q3 2021 | 4 |
Bridgewealth Advisory Group, LLC | 4 | 4 | 0.56% | 0.77% | 0.89% | Q4 2022 | Q3 2023 | 4 |
Lion Street Advisors, LLC | 1 | 1 | 0.07% | 0.41% | 0.94% | Q1 2020 | Q3 2023 | 4 |
TOBIAS FINANCIAL ADVISORS, INC. | 3 | 1 | 0.01% | 0.06% | 0.08% | Q4 2019 | Q3 2023 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.04% | 0.31% | 0.78% | Q2 2023 | Q3 2023 | 4 |
Black Swift Group, LLC | 4 | 4 | 0.08% | 0.15% | 0.22% | Q3 2020 | Q2 2021 | 4 |
RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | 4 | 4 | 0.33% | 1.70% | 2.96% | Q4 2019 | Q3 2020 | 4 |
MRA Advisory Group | 3 | 1 | 0.21% | 1.46% | 3.39% | Q4 2020 | Q2 2023 | 4 |
FAGAN ASSOCIATES, INC. | 4 | 4 | 0.08% | 0.09% | 0.11% | Q3 2020 | Q2 2021 | 4 |
Bryn Mawr Capital Management, LLC | 4 | 4 | 0.02% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
MCDANIEL TERRY & CO | 3 | 1 | 0.02% | 0.05% | 0.06% | Q2 2022 | Q2 2023 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q3 2022 | 4 |
Indices-Pac Research Corp. | 4 | 4 | 0.44% | 0.48% | 0.54% | Q2 2013 | Q1 2014 | 4 |
VANCE WEALTH, INC. | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
DDFG, Inc | 4 | 4 | 4.27% | 4.46% | 4.74% | Q4 2022 | Q3 2023 | 4 |
Chanos & Co LP | 4 | 4 | 1.19% | 1.37% | 1.57% | Q1 2018 | Q4 2018 | 4 |
Senator Investment Group LP | 3 | 1 | 0.13% | 1.45% | 2.48% | Q1 2016 | Q3 2020 | 4 |
Hitchwood Capital Management LP | 1 | 1 | 0.51% | 2.11% | 3.68% | Q2 2016 | Q2 2022 | 4 |
Red Tortoise LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 4 |
MITCHELL MCLEOD PUGH & WILLIAMS INC | 4 | 4 | 0.07% | 0.14% | 0.20% | Q4 2022 | Q3 2023 | 4 |
LifePro Asset Management | 3 | 1 | 0.06% | 0.86% | 3.23% | Q3 2021 | Q3 2022 | 4 |
Sageworth Trust Co of South Dakota | 4 | 4 | 0.50% | 0.54% | 0.59% | Q4 2022 | Q3 2023 | 4 |
CARL STUART INVESTMENT ADVISOR, INC | 2 | 1 | 0.15% | 0.18% | 0.20% | Q1 2022 | Q3 2023 | 4 |
Regent Peak Wealth Advisors LLC | 4 | 4 | 0.02% | 0.19% | 0.25% | Q4 2020 | Q3 2021 | 4 |
Faithward Advisors, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q4 2022 | 4 |
Teamwork Financial Advisors, LLC | 2 | 2 | 0.04% | 0.08% | 0.16% | Q3 2020 | Q3 2023 | 4 |
Palo Capital, Inc. | 4 | 4 | 0.10% | 0.11% | 0.12% | Q1 2018 | Q4 2018 | 4 |
DCM Advisors, LLC | 4 | 4 | 0.20% | 0.37% | 0.67% | Q4 2020 | Q3 2021 | 4 |
Newfoundland Capital Management | 1 | 1 | 0.96% | 2.13% | 3.84% | Q1 2020 | Q1 2022 | 4 |
Phoenix Wealth Advisors | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
Aurelius Capital Management, LP | 4 | 4 | 25.56% | 33.09% | 43.22% | Q4 2015 | Q3 2016 | 4 |
RMR Wealth Builders | 2 | 1 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q1 2021 | 4 |
JOURNEY STRATEGIC WEALTH LLC | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2020 | 4 |
Cardinal Point Wealth Management Partners, LLC | 4 | 4 | 0.31% | 0.37% | 0.40% | Q4 2021 | Q3 2022 | 4 |
ACADIA TRUST NA | 3 | 1 | 0.09% | 0.10% | 0.11% | Q3 2014 | Q4 2015 | 4 |
PhaseCapital LP | 4 | 4 | 0.70% | 7.22% | 10.46% | Q4 2017 | Q3 2018 | 4 |
Edmonds Duncan Registered Investment Advisors, LLC | 4 | 4 | 0.19% | 0.20% | 0.22% | Q4 2015 | Q3 2016 | 4 |
PayPay Securities Corp | 4 | 4 | 1.76% | 2.13% | 3.06% | Q4 2022 | Q3 2023 | 4 |
Tempus Wealth Planning, LLC | 4 | 4 | 0.13% | 0.14% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Bramshill Investments, LLC | 3 | 1 | 0.00% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 4 |
BCR Wealth Strategies, LLC | 4 | 4 | 0.10% | 0.10% | 0.11% | Q4 2021 | Q3 2022 | 4 |
BARNES PETTEY FINANCIAL ADVISORS, LLC | 4 | 4 | 0.50% | 0.53% | 0.55% | Q4 2021 | Q3 2022 | 4 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 4 | 4 | 0.02% | 0.02% | 0.02% | Q1 2014 | Q4 2014 | 4 |
Capstone Financial Group, Inc. | 4 | 4 | 0.03% | 0.04% | 0.07% | Q4 2019 | Q3 2020 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.49% | 0.61% | 0.82% | Q4 2014 | Q3 2015 | 4 |
PLIMOTH TRUST CO LLC | 4 | 4 | 0.07% | 0.12% | 0.23% | Q4 2017 | Q3 2018 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 2.67% | 4.27% | Q4 2018 | Q4 2019 | 4 |
CAPITAL FUND MANAGEMENT S.A. | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2014 | 4 |
Stone House Investment Management, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 4 |
Castle Creek Arbitrage, LLC | 3 | 1 | 0.30% | 0.89% | 2.54% | Q2 2015 | Q2 2018 | 4 |
Sabal Trust CO | 2 | 2 | 0.02% | 0.03% | 0.06% | Q3 2019 | Q3 2023 | 4 |
REBALANCE, LLC | 4 | 4 | 0.10% | 0.10% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Sycale Advisors (NY) LLC | 4 | 4 | 5.49% | 5.75% | 6.35% | Q1 2022 | Q4 2022 | 4 |
LEVITT CAPITAL MANAGEMENT LLC | 4 | 4 | 2.07% | 4.13% | 6.02% | Q3 2013 | Q2 2014 | 4 |
Capital Advantage, Inc. | 2 | 1 | 0.07% | 0.08% | 0.10% | Q3 2019 | Q1 2021 | 4 |
JACKSON SQUARE CAPITAL, LLC | 4 | 4 | 0.08% | 0.09% | 0.12% | Q4 2019 | Q3 2020 | 4 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q4 2022 | 4 |
Oxler Private Wealth LLC | 2 | 1 | 0.01% | 0.03% | 0.09% | Q4 2020 | Q3 2022 | 4 |
Spectrum Asset Management, Inc. (NB/CA) | 4 | 4 | 0.11% | 0.31% | 0.92% | Q4 2022 | Q3 2023 | 4 |
Fortis Group Advisors, LLC | 3 | 1 | 6.35% | 8.07% | 9.66% | Q3 2020 | Q3 2023 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q2 2022 | 4 |
Hapanowicz & Associates Financial Services, Inc | 3 | 1 | 0.10% | 0.13% | 0.17% | Q4 2021 | Q4 2022 | 4 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 1.16% | 1.72% | Q4 2021 | Q1 2023 | 4 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.18% | 0.86% | 2.59% | Q2 2013 | Q2 2021 | 4 |
PFS INVESTMENTS INC. | 4 | 4 | 0.67% | 0.73% | 0.82% | Q4 2017 | Q3 2018 | 4 |
GLG Partners LP | 2 | 1 | 0.03% | 0.11% | 0.19% | Q3 2015 | Q4 2016 | 4 |
OVERSEA-CHINESE BANKING Corp Ltd | 4 | 4 | 0.55% | 0.68% | 0.81% | Q4 2022 | Q3 2023 | 4 |
CHELSEA COUNSEL CO | 4 | 4 | 0.14% | 0.14% | 0.15% | Q4 2022 | Q3 2023 | 4 |
Manhattan West Asset Management, LLC | 4 | 4 | 0.08% | 0.12% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Context Capital Management, LLC | 4 | 4 | 0.01% | 0.03% | 0.10% | Q3 2020 | Q2 2021 | 4 |
Altman Advisors, Inc. | 4 | 4 | 1.39% | 1.56% | 1.71% | Q3 2020 | Q2 2021 | 4 |
New Potomac Partners, LLC | 4 | 4 | 0.74% | 0.77% | 0.80% | Q4 2022 | Q3 2023 | 4 |
Mechanics Financial Corp | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2022 | 4 |
CX Institutional | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q3 2020 | 4 |
Horizon Investments, LLC | 3 | 1 | 0.00% | 1.10% | 4.38% | Q2 2018 | Q3 2023 | 4 |
Fulcrum Equity Management | 3 | 1 | 0.14% | 0.41% | 0.81% | Q1 2019 | Q3 2020 | 4 |
CURIAN CAPITAL LLC | 2 | 2 | 0.02% | 0.08% | 0.12% | Q4 2013 | Q2 2015 | 4 |
SUMMIT CAPITAL MANAGEMENT LLC | 4 | 4 | 0.35% | 5.16% | 11.66% | Q2 2013 | Q1 2014 | 4 |
Financial Services Advisory Inc | 2 | 2 | 0.51% | 12.27% | 32.66% | Q4 2018 | Q2 2020 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 0.34% | 0.44% | 0.54% | Q4 2016 | Q3 2017 | 4 |
Shamrock Asset Management LLC | 3 | 1 | 0.00% | 0.33% | 1.27% | Q1 2014 | Q3 2016 | 4 |
Elephas Investment Management Ltd | 3 | 1 | 0.17% | 15.89% | 24.84% | Q3 2018 | Q1 2020 | 4 |
VISTA INVESTMENT MANAGEMENT | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2023 | 4 |
BKS ADVISORS, LLC | 3 | 1 | 0.06% | 0.15% | 0.20% | Q1 2016 | Q1 2017 | 4 |
O'Dell Group, LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q2 2023 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 1.88% | 3.25% | 4.45% | Q4 2022 | Q3 2023 | 4 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 1 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2022 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.10% | 0.15% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Waterloo Capital, L.P. | 3 | 1 | 0.08% | 0.18% | 0.40% | Q1 2020 | Q3 2023 | 4 |
AIFG Consultants Ltd. | 4 | 4 | 0.22% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
Altiora Financial Group, LLC | 4 | 4 | 0.45% | 0.49% | 0.53% | Q4 2022 | Q3 2023 | 4 |
National Wealth Management Group, LLC | 2 | 1 | 0.23% | 0.34% | 0.58% | Q1 2022 | Q3 2023 | 4 |
Numeric Investors LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2017 | 4 |
Quintet Private Bank (Europe) S.A. | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 4 |
Pallas Capital Advisors LLC | 2 | 2 | 0.01% | 0.13% | 0.24% | Q3 2021 | Q3 2023 | 4 |
Live Oak Investment Partners | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CHANNEL WEALTH LLC | 4 | 4 | 0.17% | 0.22% | 0.25% | Q1 2023 | Q4 2023 | 4 |
Russell Clark Investment Management Ltd | 2 | 1 | 1.10% | 6.89% | 11.32% | Q2 2016 | Q1 2020 | 4 |
Buck Wealth Strategies, LLC | 3 | 1 | 1.56% | 1.73% | 1.93% | Q3 2022 | Q3 2023 | 4 |
Wolf Group Capital Advisors | 4 | 4 | 0.15% | 0.19% | 0.26% | Q4 2022 | Q3 2023 | 4 |
CALDWELL SUTTER CAPITAL, INC. | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 4 |
PETRA FINANCIAL ADVISORS INC | 4 | 4 | 0.36% | 3.03% | 4.29% | Q4 2022 | Q3 2023 | 4 |
Werba Rubin Papier Wealth Management | 4 | 4 | 0.12% | 0.13% | 0.14% | Q4 2022 | Q3 2023 | 4 |
D L CARLSON INVESTMENT GROUP INC | 2 | 2 | 0.07% | 0.09% | 0.11% | Q2 2013 | Q3 2023 | 4 |
LUTS & GREENLEIGH GROUP, INC | 4 | 4 | 0.98% | 1.08% | 1.25% | Q4 2022 | Q3 2023 | 4 |
River Wealth Advisors LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.31% | 0.39% | 0.43% | Q4 2014 | Q2 2015 | 3 |
Bellwether Investment Group, LLC | 2 | 1 | 0.13% | 0.25% | 0.40% | Q2 2016 | Q1 2017 | 3 |
Vident Investment Advisory, LLC | 3 | 3 | 0.25% | 0.32% | 0.39% | Q1 2020 | Q3 2020 | 3 |
O'Brien Wealth Partners LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2018 | Q3 2018 | 3 |
First Command Bank | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 3 |
First Command Financial Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2023 | 3 |
McAdam, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q3 2018 | 3 |
Industrial Alliance Investment Management Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Kohmann Bosshard Financial Services, LLC | 2 | 1 | 0.04% | 0.06% | 0.08% | Q2 2020 | Q3 2023 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.03% | 0.07% | 0.14% | Q3 2014 | Q2 2015 | 3 |
Muzinich & Co., Inc. | 2 | 1 | 0.02% | 3.79% | 6.45% | Q1 2019 | Q3 2020 | 3 |
CHARTWELL INVESTMENT PARTNERS, LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Quad Capital Management Advisors LLC | 3 | 3 | 0.19% | 0.34% | 0.42% | Q1 2019 | Q3 2019 | 3 |
TFO Wealth Partners, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q1 2023 | 3 |
Donoghue Forlines LLC | 3 | 3 | 0.57% | 0.77% | 1.06% | Q4 2017 | Q2 2018 | 3 |
Curbstone Financial Management Corp | 3 | 3 | 0.17% | 0.20% | 0.23% | Q1 2014 | Q3 2014 | 3 |
Confluence Wealth Management LLC | 2 | 1 | 0.24% | 0.25% | 0.26% | Q1 2015 | Q3 2016 | 3 |
Warren Street Wealth Advisors, LLC | 3 | 3 | 0.19% | 0.22% | 0.28% | Q4 2021 | Q2 2022 | 3 |
Peak Capital Management LLC | 2 | 1 | 0.00% | 0.16% | 0.47% | Q2 2017 | Q2 2018 | 3 |
AMH Equity Ltd | 1 | 1 | 4.68% | 5.54% | 6.11% | Q1 2022 | Q2 2023 | 3 |
Hamilton Point Investment Advisors, LLC | 3 | 3 | 0.09% | 0.17% | 0.34% | Q1 2023 | Q3 2023 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Trustees of Dartmouth College | 3 | 3 | 52.70% | 53.74% | 54.49% | Q4 2013 | Q2 2014 | 3 |
Manning & Napier Group, LLC | 3 | 3 | 0.10% | 0.16% | 0.20% | Q1 2019 | Q3 2019 | 3 |
HELIOS CAPITAL MANAGEMENT PTE. LTD | 3 | 3 | 2.71% | 4.98% | 6.68% | Q4 2021 | Q2 2022 | 3 |
Claar Advisors LLC | 3 | 3 | 6.14% | 8.06% | 9.43% | Q2 2020 | Q4 2020 | 3 |
BOLTON LP | 1 | 1 | 0.00% | 0.18% | 0.43% | Q3 2013 | Q1 2014 | 3 |
Kernodle & Katon Asset Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q4 2016 | 3 |
Northern Capital Management, Inc. | 3 | 3 | 0.18% | 0.24% | 0.33% | Q4 2020 | Q2 2021 | 3 |
Alpine Global Management, LLC | 3 | 3 | 0.10% | 0.19% | 0.34% | Q4 2022 | Q2 2023 | 3 |
Blue Clay Capital Management, LLC | 3 | 3 | 3.33% | 4.37% | 5.88% | Q1 2016 | Q3 2016 | 3 |
Congress Park Capital LLC | 3 | 3 | 2.37% | 2.65% | 2.99% | Q2 2020 | Q4 2020 | 3 |
Kerrisdale Advisers, LLC | 3 | 3 | 1.00% | 1.15% | 1.41% | Q2 2020 | Q4 2020 | 3 |
TigerShark Management, LLC | 3 | 3 | 0.68% | 0.86% | 1.02% | Q2 2013 | Q4 2013 | 3 |
Jolley Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q4 2013 | 3 |
Somerset Group LLC | 2 | 1 | 0.27% | 0.57% | 0.73% | Q2 2013 | Q3 2016 | 3 |
Sensible Financial Planning & Management, LLC. | 2 | 1 | 0.01% | 0.02% | 0.03% | Q3 2014 | Q3 2016 | 3 |
Panning Capital Management, LP | 3 | 3 | 2.04% | 3.24% | 3.98% | Q2 2013 | Q4 2013 | 3 |
Lomas Capital Management, LLC | 2 | 1 | 0.31% | 6.06% | 9.80% | Q1 2016 | Q3 2020 | 3 |
Prince Street Capital Management LLC | 3 | 3 | 4.69% | 7.43% | 10.13% | Q1 2020 | Q3 2020 | 3 |
Pinion Investment Advisors, LLC | 2 | 1 | 0.15% | 0.39% | 0.67% | Q4 2020 | Q1 2022 | 3 |
Bollard Group LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Carnick & Kubik, LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2016 | 3 |
Kemnay Advisory Services Inc. | 3 | 3 | 9.63% | 13.57% | 16.19% | Q2 2020 | Q4 2020 | 3 |
All Season Financial Advisors, Inc. | 3 | 3 | 2.07% | 2.24% | 2.48% | Q1 2023 | Q3 2023 | 3 |
Sagil Capital LLP | 2 | 1 | 3.98% | 4.05% | 4.08% | Q4 2017 | Q3 2022 | 3 |
Lee Capital Holdings LLC | 2 | 1 | 0.18% | 0.29% | 0.52% | Q1 2020 | Q4 2020 | 3 |
Itau USA Asset Management Inc. | 3 | 3 | 1.16% | 1.34% | 1.49% | Q2 2013 | Q4 2013 | 3 |
Triangle Securities Wealth Management | 2 | 1 | 0.19% | 0.27% | 0.38% | Q2 2013 | Q1 2014 | 3 |
Crossmark Global Holdings, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q4 2018 | 3 |
Simply Money Advisors | 3 | 3 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2013 | 3 |
Walleye Capital LLC | 3 | 3 | 0.01% | 0.04% | 0.09% | Q4 2021 | Q2 2022 | 3 |
Oxinas Partners Wealth Management LLC | 2 | 1 | 0.14% | 0.42% | 0.85% | Q4 2020 | Q2 2023 | 3 |
Quantinno Capital Management LP | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Advance Capital Management, Inc. | 3 | 3 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
WealthOne, LLC | 1 | 1 | 0.05% | 0.11% | 0.16% | Q4 2018 | Q2 2023 | 3 |
CROFT-LEOMINSTER INC | 3 | 3 | 0.12% | 0.13% | 0.14% | Q4 2015 | Q2 2016 | 3 |
Progeny 3, Inc. | 3 | 3 | 0.48% | 0.92% | 1.44% | Q1 2016 | Q3 2016 | 3 |
INR ADVISORY SERVICES LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2013 | 3 |
Lantz Financial LLC | 2 | 1 | 0.08% | 0.50% | 1.30% | Q3 2020 | Q2 2022 | 3 |
Accredited Investors Inc. | 2 | 1 | 0.04% | 0.26% | 0.66% | Q2 2015 | Q4 2020 | 3 |
TFG Asset Management GP Ltd | 1 | 1 | 0.52% | 1.85% | 2.88% | Q2 2016 | Q4 2021 | 3 |
Knuff & Co LLC | 3 | 3 | 0.07% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
ETRADE Capital Management LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 3 |
Willow Street Advisors LLC | 3 | 3 | 2.85% | 3.69% | 4.40% | Q2 2013 | Q4 2013 | 3 |
CMC Financial Group | 3 | 3 | 10.70% | 11.70% | 13.26% | Q1 2023 | Q3 2023 | 3 |
Asset Allocation & Management Company, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q4 2021 | Q2 2022 | 3 |
Tranquility Partners, LLC | 3 | 3 | 0.31% | 0.44% | 0.69% | Q2 2020 | Q4 2020 | 3 |
Beacon Harbor Wealth Advisors, Inc. | 2 | 1 | 0.08% | 0.25% | 0.38% | Q1 2022 | Q1 2023 | 3 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.06% | 0.07% | 0.10% | Q2 2020 | Q3 2023 | 3 |
Graypoint LLC | 3 | 3 | 0.18% | 0.20% | 0.22% | Q2 2021 | Q4 2021 | 3 |
Avalon Trust Co | 3 | 3 | 0.18% | 0.19% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Capital Square, LLC | 2 | 1 | 0.11% | 0.15% | 0.17% | Q1 2020 | Q4 2021 | 3 |
TWO SIGMA ADVISERS, LP | 1 | 1 | 0.04% | 0.05% | 0.06% | Q2 2013 | Q2 2014 | 3 |
HOEY INVESTMENTS, INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Birch Capital Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 3 |
Northwest Bancshares, Inc. | 3 | 3 | 0.07% | 0.08% | 0.08% | Q2 2020 | Q4 2020 | 3 |
Cobble Hill Financial Services, INC | 3 | 3 | 0.04% | 0.07% | 0.12% | Q1 2013 | Q3 2013 | 3 |
Sound Financial Strategies Group, LLC | 3 | 3 | 0.14% | 0.16% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Secure Asset Management, LLC | 1 | 1 | 0.08% | 0.25% | 0.50% | Q4 2019 | Q3 2023 | 3 |
Cypress Wealth Advisors LLC | 3 | 3 | 0.11% | 0.14% | 0.16% | Q3 2016 | Q1 2017 | 3 |
SPRENG CAPITAL MANAGEMENT, INC. | 3 | 3 | 0.19% | 0.23% | 0.26% | Q1 2023 | Q3 2023 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Powell Investment Advisors, LLC | 3 | 3 | 0.20% | 0.21% | 0.22% | Q1 2022 | Q3 2022 | 3 |
Indie Asset Partners, LLC | 3 | 3 | 0.58% | 0.63% | 0.66% | Q1 2023 | Q3 2023 | 3 |
Loeb Offshore Management LP | 1 | 1 | 0.02% | 0.45% | 0.74% | Q2 2013 | Q1 2014 | 3 |
BERRY GROUP, LLC | 2 | 1 | 0.14% | 0.16% | 0.18% | Q4 2019 | Q4 2020 | 3 |
Truepoint, Inc. | 2 | 1 | 0.01% | 0.03% | 0.05% | Q2 2017 | Q4 2020 | 3 |
Sculati Wealth Management, LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q1 2023 | Q3 2023 | 3 |
Trust Co of Kansas | 1 | 1 | 0.12% | 0.14% | 0.16% | Q1 2020 | Q1 2022 | 3 |
Schonfeld Group Holdings LLC | 2 | 1 | 0.14% | 0.67% | 1.66% | Q4 2013 | Q3 2014 | 3 |
Hunter Perkins Capital Management, LLC | 3 | 3 | 0.06% | 0.09% | 0.16% | Q2 2020 | Q4 2020 | 3 |
Paul John Balson | 3 | 3 | 0.06% | 0.10% | 0.16% | Q2 2020 | Q4 2020 | 3 |
Aaron Wealth Advisors LLC | 3 | 3 | 0.08% | 0.12% | 0.18% | Q1 2022 | Q3 2022 | 3 |
Horizon Wealth Management, LLC | 3 | 3 | 0.18% | 2.67% | 4.48% | Q1 2022 | Q3 2022 | 3 |
First Trust Bank, Ltd. | 2 | 1 | 8.91% | 15.48% | 19.80% | Q2 2016 | Q3 2022 | 3 |
TFC Financial Management, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
Taconic Capital Advisors LP | 2 | 1 | 0.58% | 0.88% | 1.03% | Q2 2013 | Q2 2022 | 3 |
Sage Mountain Advisors LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q4 2021 | 3 |
Visium Asset Management, LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 3 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.66% | 3.17% | 4.64% | Q3 2017 | Q3 2017 | 3 |
Novak Financial Planning, LLC | 3 | 3 | 4.02% | 4.76% | 5.72% | Q4 2020 | Q2 2021 | 3 |
Fractal Investments LLC | 3 | 3 | 0.28% | 0.47% | 0.60% | Q1 2023 | Q3 2023 | 3 |
Addison Advisors LLC | 2 | 1 | 0.00% | 0.03% | 0.05% | Q3 2022 | Q3 2023 | 3 |
SSI INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.09% | 0.19% | 0.25% | Q3 2016 | Q3 2020 | 3 |
Orin Green Financial, LLC | 3 | 3 | 0.94% | 0.96% | 0.99% | Q1 2023 | Q3 2023 | 3 |
Aldebaran Financial Inc. | 2 | 1 | 0.22% | 0.33% | 0.43% | Q4 2013 | Q3 2015 | 3 |
Aris Wealth Services, Inc. | 3 | 3 | 0.01% | 0.04% | 0.06% | Q1 2015 | Q3 2015 | 3 |
Private Wealth Partners, LLC | 3 | 3 | 0.18% | 0.18% | 0.18% | Q1 2023 | Q3 2023 | 3 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.04% | 0.10% | Q4 2014 | Q3 2021 | 3 |
Jane Street Holding, LLC | 3 | 3 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q4 2013 | 3 |
Geier Asset Management, Inc. | 3 | 3 | 0.46% | 0.56% | 0.65% | Q4 2020 | Q2 2021 | 3 |
Ignite Planners, LLC | 2 | 1 | 0.18% | 0.32% | 0.41% | Q1 2022 | Q2 2023 | 3 |
Naviter Wealth, LLC | 3 | 3 | 0.07% | 0.13% | 0.23% | Q4 2021 | Q2 2022 | 3 |
WCG Wealth Advisors LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 3 |
January Capital Advisors LLC | 3 | 3 | 0.31% | 0.32% | 0.32% | Q4 2021 | Q2 2022 | 3 |
Granby Capital Management, LLC | 3 | 3 | 1.19% | 2.20% | 3.15% | Q4 2020 | Q2 2021 | 3 |
HATTON CONSULTING, INC. | 3 | 3 | 0.36% | 0.38% | 0.42% | Q1 2021 | Q3 2021 | 3 |
SageGuard Financial Group, LLC | 3 | 3 | 0.50% | 0.58% | 0.65% | Q4 2020 | Q2 2021 | 3 |
SELDON CAPITAL LP | 3 | 3 | 0.67% | 0.72% | 0.76% | Q4 2021 | Q2 2022 | 3 |
Strategic Financial Concepts, LLC | 3 | 3 | 0.30% | 0.40% | 0.49% | Q1 2023 | Q3 2023 | 3 |
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | 2 | 1 | 0.02% | 0.05% | 0.10% | Q2 2015 | Q3 2021 | 3 |
Cherry Creek Investment Advisors, Inc. | 3 | 3 | 0.14% | 0.14% | 0.15% | Q2 2021 | Q4 2021 | 3 |
Revisor Wealth Management LLC | 3 | 3 | 0.25% | 0.26% | 0.27% | Q1 2023 | Q3 2023 | 3 |
Carmel Capital Partners, LLC | 3 | 3 | 0.01% | 0.04% | 0.09% | Q1 2023 | Q3 2023 | 3 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Masso Torrence Wealth Management Inc. | 3 | 3 | 0.15% | 0.17% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Perfromance Wealth Partners, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Operose Advisors LLC | 1 | 1 | 0.01% | 0.07% | 0.18% | Q4 2021 | Q2 2023 | 3 |
NTB Financial Corp | 3 | 3 | 0.94% | 1.00% | 1.05% | Q4 2021 | Q2 2022 | 3 |
5th Street Advisors, LLC | 3 | 3 | 3.40% | 3.58% | 3.87% | Q1 2023 | Q3 2023 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
Mid-American Wealth Advisory Group, Inc. | 2 | 1 | 0.75% | 0.93% | 1.04% | Q4 2021 | Q2 2023 | 3 |
Brown Shipley& Co Ltd | 3 | 3 | 2.20% | 2.91% | 3.76% | Q1 2023 | Q3 2023 | 3 |
Nilsine Partners, LLC | 3 | 3 | 0.10% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Simplicity Wealth,LLC | 3 | 3 | 0.26% | 0.31% | 0.34% | Q1 2023 | Q3 2023 | 3 |
SIENA CAPITAL LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2022 | 3 |
BancFirst Trust & Investment Management | 3 | 3 | 0.16% | 0.17% | 0.18% | Q4 2021 | Q2 2022 | 3 |
KARLINSKI ANDREW C | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2022 | Q3 2022 | 3 |
Momentum Advisors, LLC | 3 | 3 | 2.37% | 2.46% | 2.64% | Q2 2022 | Q4 2022 | 3 |
Plan Group Financial, LLC | 2 | 1 | 1.29% | 1.88% | 2.46% | Q2 2022 | Q3 2023 | 3 |
Vertex Planning Partners, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.12% | 0.12% | 0.13% | Q1 2023 | Q3 2023 | 3 |
James J. Burns & Company, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q1 2023 | Q3 2023 | 3 |
Crane Advisory, LLC | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
MGO Private Wealth, LLC | 3 | 3 | 0.22% | 0.41% | 0.53% | Q3 2022 | Q1 2023 | 3 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 2.01% | 3.61% | 4.56% | Q1 2020 | Q2 2022 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.63% | 0.67% | 0.69% | Q4 2022 | Q3 2023 | 3 |
DOVER ADVISORS, LLC | 3 | 3 | 0.47% | 0.51% | 0.53% | Q4 2022 | Q2 2023 | 3 |
Destiny Capital Corp/CO | 3 | 3 | 0.50% | 0.52% | 0.54% | Q4 2022 | Q2 2023 | 3 |
Park Edge Advisors, LLC | 3 | 3 | 2.75% | 3.51% | 4.16% | Q1 2023 | Q3 2023 | 3 |
Grey Street Capital, LLC | 3 | 3 | 0.19% | 0.22% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Ruggaard & Associates LLC | 3 | 3 | 0.36% | 0.37% | 0.39% | Q1 2023 | Q3 2023 | 3 |
Consolidated Portfolio Review Corp | 3 | 3 | 0.65% | 0.87% | 1.31% | Q1 2023 | Q3 2023 | 3 |
PFG Investments, LLC | 3 | 3 | 0.51% | 0.57% | 0.61% | Q1 2023 | Q3 2023 | 3 |
Resolute Wealth Strategies, LLC | 3 | 3 | 2.76% | 2.96% | 3.22% | Q1 2023 | Q3 2023 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Legacy Capital Group California, Inc. | 3 | 3 | 0.17% | 0.19% | 0.24% | Q1 2023 | Q3 2023 | 3 |
ABLE Financial Group, LLC | 3 | 3 | 2.69% | 2.71% | 2.74% | Q1 2023 | Q3 2023 | 3 |
TITLEIST ASSET MANAGEMENT, LLC | 3 | 3 | 0.05% | 0.05% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Trivant Custom Portfolio Group, LLC | 3 | 3 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q3 2023 | 3 |
Atomi Financial Group, Inc. | 3 | 3 | 0.37% | 0.44% | 0.51% | Q1 2023 | Q3 2023 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
SWEENEY & MICHEL, LLC | 3 | 3 | 0.42% | 0.43% | 0.43% | Q1 2023 | Q3 2023 | 3 |
Regis Acquisition Inc. | 3 | 3 | 0.18% | 0.19% | 0.22% | Q1 2023 | Q3 2023 | 3 |
Prosperity Wealth Management, Inc. | 1 | 1 | 0.09% | 0.35% | 0.83% | Q4 2022 | Q3 2023 | 3 |
Slocum, Gordon & Co LLP | 3 | 3 | 0.07% | 0.08% | 0.09% | Q1 2023 | Q3 2023 | 3 |
Halpern Financial, Inc. | 3 | 3 | 0.00% | 0.15% | 0.44% | Q3 2021 | Q1 2022 | 3 |
FISHMAN JAY A LTD/MI | 3 | 3 | 0.05% | 0.05% | 0.06% | Q2 2015 | Q4 2015 | 3 |
Cadence Bank | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
FMA ADVISORY INC | 2 | 1 | 0.04% | 0.09% | 0.13% | Q2 2013 | Q2 2015 | 3 |
CIBC BANK USA | 3 | 3 | 0.03% | 0.05% | 0.08% | Q2 2013 | Q4 2013 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
FIRST NATIONAL BANK OF OMAHA | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2013 | Q4 2013 | 3 |
CAPITAL ONE, NATIONAL ASSOCIATION | 2 | 1 | 0.02% | 0.08% | 0.19% | Q2 2013 | Q4 2019 | 3 |
COWEN AND COMPANY, LLC | 1 | 1 | 0.02% | 0.12% | 0.22% | Q2 2021 | Q1 2023 | 3 |
MONTGOMERY INVESTMENT MANAGEMENT INC | 3 | 3 | 0.07% | 0.10% | 0.12% | Q4 2014 | Q2 2015 | 3 |
BANCED CORP | 3 | 3 | 0.41% | 0.43% | 0.45% | Q3 2017 | Q1 2018 | 3 |
WHITEBOX ADVISORS LLC | 2 | 1 | 0.03% | 0.13% | 0.33% | Q3 2014 | Q4 2019 | 3 |
LOEWS CORP | 2 | 1 | 0.03% | 0.10% | 0.15% | Q1 2014 | Q1 2016 | 3 |
MJP ASSOCIATES INC /ADV | 3 | 3 | 2.79% | 3.22% | 3.54% | Q4 2020 | Q2 2021 | 3 |
WESTFIELD CAPITAL MANAGEMENT CO LP | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 3 |
ARGENT TRUST COMPANY, N.A. | 3 | 3 | 0.08% | 0.08% | 0.09% | Q2 2014 | Q4 2014 | 3 |
AEGIS FINANCIAL CORP | 3 | 3 | 0.14% | 0.18% | 0.20% | Q4 2022 | Q2 2023 | 3 |
STEVENS CAPITAL MANAGEMENT LP | 3 | 3 | 0.31% | 0.37% | 0.45% | Q3 2013 | Q1 2014 | 3 |
BECKER CAPITAL MANAGEMENT INC | 3 | 3 | 0.02% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
EMINENCE CAPITAL, LP | 2 | 1 | 1.76% | 4.93% | 10.53% | Q1 2020 | Q4 2020 | 3 |
TRAIN BABCOCK ADVISORS LLC | 3 | 3 | 0.16% | 0.18% | 0.19% | Q1 2015 | Q3 2015 | 3 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 3 | 3 | 0.01% | 0.02% | 0.04% | Q1 2023 | Q3 2023 | 3 |
WESTON CAPITAL MANAGEMENT INC | 3 | 3 | 0.28% | 0.30% | 0.32% | Q2 2013 | Q4 2013 | 3 |
SAGE FINANCIAL GROUP INC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
REINHART PARTNERS, LLC. | 3 | 3 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q4 2013 | 3 |
GODSEY & GIBB, INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
ROBSHAW & JULIAN ASSOCIATES INC | 3 | 3 | 0.93% | 1.28% | 1.50% | Q2 2013 | Q4 2013 | 3 |
FIRST NIAGARA BANK | 3 | 3 | 0.06% | 0.07% | 0.07% | Q2 2015 | Q4 2015 | 3 |
SYMONS CAPITAL MANAGEMENT INC | 3 | 3 | 0.26% | 0.31% | 0.33% | Q3 2020 | Q1 2021 | 3 |
GARRISON BRADFORD & ASSOCIATES INC | 3 | 3 | 0.26% | 0.31% | 0.34% | Q2 2013 | Q4 2013 | 3 |
HUTCHENS INVESTMENT MANAGEMENT INC | 3 | 3 | 0.47% | 0.48% | 0.48% | Q1 2016 | Q3 2016 | 3 |
Karpus Management, Inc. | 3 | 3 | 0.01% | 2.07% | 3.10% | Q2 2013 | Q4 2013 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.10% | 0.10% | 0.10% | Q3 2017 | Q2 2018 | 3 |
CONNABLE OFFICE INC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
EDMOND DE ROTHSCHILD PRIVATE MERCHANT BANKING LLP | 3 | 3 | 3.09% | 4.41% | 5.67% | Q1 2016 | Q3 2016 | 3 |
Rokos Capital Management LLP | 2 | 1 | 1.66% | 3.07% | 4.38% | Q3 2019 | Q3 2023 | 3 |
Julex Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 3 |
Canal Capital Management, LLC | 3 | 3 | 0.13% | 0.19% | 0.25% | Q1 2023 | Q3 2023 | 3 |
Threshold Group LLC | 3 | 3 | 0.42% | 1.61% | 2.28% | Q1 2017 | Q3 2017 | 3 |
FFT WEALTH MANAGEMENT LLC | 3 | 3 | 0.42% | 0.82% | 1.44% | Q2 2021 | Q4 2021 | 3 |
Compass Financial Group, Inc. | 3 | 3 | 7.11% | 7.51% | 7.79% | Q1 2016 | Q3 2016 | 3 |
EDMOND DE ROTHSCHILD ASSET MANAGEMENT (LUXEMBOURG) | 3 | 3 | 6.17% | 13.78% | 19.61% | Q1 2016 | Q3 2016 | 3 |
Sapphire Star Partners LP | 3 | 3 | 0.24% | 0.29% | 0.32% | Q2 2016 | Q4 2016 | 3 |
BRASADA CAPITAL MANAGEMENT, LP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
York Capital Management Global Advisors, LLC | 2 | 2 | 0.11% | 0.11% | 0.11% | Q2 2013 | Q3 2013 | 2 |
Athanor Capital, LP | 1 | 1 | 1.43% | 3.09% | 4.74% | Q1 2020 | Q2 2021 | 2 |
KM Capital Management Ltd. | 2 | 2 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q1 2023 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.32% | 1.62% | 2.92% | Q2 2020 | Q3 2022 | 2 |
NORDEA INVESTMENT MANAGEMENT AB | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Heritage Wealth Partners, LLC | 2 | 2 | 1.00% | 2.35% | 3.71% | Q2 2023 | Q3 2023 | 2 |
Wildcat Capital Management, LLC | 2 | 2 | 0.19% | 3.97% | 7.76% | Q1 2019 | Q2 2019 | 2 |
RELIANCE TRUST CO OF DELAWARE | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2014 | Q2 2014 | 2 |
Davis Investment Partners, LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q4 2022 | Q1 2023 | 2 |
McGowan Group Asset Management, Inc. | 2 | 2 | 0.11% | 0.12% | 0.14% | Q1 2022 | Q2 2022 | 2 |
Parkside Advisors LLC | 2 | 2 | 0.11% | 0.11% | 0.12% | Q3 2020 | Q4 2020 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.08% | 0.17% | Q4 2016 | Q1 2017 | 2 |
WASHBURN CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.18% | 0.19% | 0.20% | Q4 2021 | Q1 2022 | 2 |
Red Cedar Capital, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q4 2022 | 2 |
MONTAGE INVESTMENTS, LLC | 2 | 2 | 0.13% | 0.15% | 0.17% | Q2 2016 | Q3 2016 | 2 |
Holistic Financial Partners | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2017 | Q1 2018 | 2 |
MAI Capital Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 2 |
Jenkins Wealth | 1 | 1 | 0.42% | 1.14% | 1.85% | Q4 2021 | Q4 2022 | 2 |
MORGENS WATERFALL VINTIADIS & CO INC | 2 | 2 | 0.81% | 1.02% | 1.22% | Q1 2016 | Q2 2016 | 2 |
Mariner Wealth Advisors-Madison, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
One Day In July LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Scotia Asset Management L.P. | 2 | 2 | 1.08% | 1.10% | 1.12% | Q2 2013 | Q3 2013 | 2 |
Veracity Capital LLC | 1 | 1 | 0.02% | 1.73% | 3.44% | Q1 2020 | Q1 2020 | 2 |
Tyrian Investments, L.P. | 2 | 2 | 0.93% | 1.70% | 2.47% | Q2 2016 | Q3 2016 | 2 |
DOCK STREET ASSET MANAGEMENT INC | 2 | 2 | 3.37% | 3.53% | 3.70% | Q2 2016 | Q3 2016 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.29% | 0.31% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Empowered Funds, LLC | 2 | 2 | 1.08% | 1.08% | 1.08% | Q4 2020 | Q1 2021 | 2 |
Banyan Partners, LLC | 2 | 2 | 0.16% | 0.31% | 0.45% | Q3 2013 | Q4 2013 | 2 |
Pennant Capital Management, LLC | 2 | 2 | 5.76% | 5.85% | 5.94% | Q3 2016 | Q4 2016 | 2 |
Pavion Blue Capital, LLC | 2 | 2 | 0.18% | 0.20% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Winchester Group Inc. | 2 | 2 | 0.94% | 0.94% | 0.95% | Q2 2013 | Q3 2013 | 2 |
TIGER MANAGEMENT L.L.C. | 2 | 2 | 0.64% | 1.34% | 2.05% | Q4 2022 | Q1 2023 | 2 |
Financial Partners Group, LLC | 2 | 2 | 0.24% | 0.27% | 0.29% | Q4 2022 | Q1 2023 | 2 |
Towercrest Capital Management | 2 | 2 | 0.10% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
STRATEGY ASSET MANAGERS LLC | 2 | 2 | 0.07% | 0.08% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Global Strategic Investment Solutions, LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q1 2021 | Q2 2021 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q1 2023 | 2 |
1900 WEALTH MANAGEMENT LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Berry Street Capital Management LLP | 1 | 1 | 0.18% | 1.63% | 3.07% | Q2 2021 | Q1 2022 | 2 |
Alera Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2019 | 2 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 2 |
EnTrust Global Partners Offshore LP | 2 | 2 | 5.53% | 5.83% | 6.13% | Q4 2017 | Q1 2018 | 2 |
SAC Capital Advisors LP | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2013 | Q1 2014 | 2 |
Integer Wealth Advisors Group LLC | 2 | 2 | 0.29% | 0.36% | 0.43% | Q4 2020 | Q1 2021 | 2 |
VAN DEN BERG MANAGEMENT I, INC | 2 | 2 | 1.18% | 1.20% | 1.22% | Q3 2019 | Q4 2019 | 2 |
SCHNEIDER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
TRUST & FIDUCIARY MANAGEMENT SERVICES INC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q4 2013 | 2 |
STANSBERRY ASSET MANAGEMENT, LLC | 2 | 2 | 1.73% | 1.82% | 1.90% | Q1 2020 | Q2 2020 | 2 |
Kingsbury Capital Investment Advisors LLC | 2 | 2 | 0.25% | 0.27% | 0.29% | Q1 2022 | Q2 2022 | 2 |
PECONIC PARTNERS LLC | 1 | 1 | 0.69% | 1.40% | 2.10% | Q2 2020 | Q1 2022 | 2 |
ROBERTS GLORE & CO INC /IL/ | 2 | 2 | 0.36% | 0.37% | 0.38% | Q2 2013 | Q3 2013 | 2 |
Sandell Asset Management Corp. | 2 | 2 | 2.03% | 2.89% | 3.76% | Q2 2020 | Q3 2020 | 2 |
HARVEST MANAGEMENT LLC | 2 | 2 | 0.48% | 0.53% | 0.58% | Q2 2013 | Q3 2013 | 2 |
McGuire Investment Group, LLC | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Baltimore-Washington Financial Advisors Inc. | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Eisler Capital (US) LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 2 |
Gemsstock Ltd. | 2 | 2 | 45.75% | 48.51% | 51.26% | Q1 2020 | Q2 2020 | 2 |
EAGLE ASSET MANAGEMENT INC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2016 | Q3 2016 | 2 |
Paracle Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2020 | Q4 2020 | 2 |
True Wealth Design, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.35% | 0.46% | 0.58% | Q2 2013 | Q3 2013 | 2 |
Belvedere Advisors LLC | 2 | 2 | 1.88% | 2.54% | 3.20% | Q1 2019 | Q2 2019 | 2 |
Strait & Sound Wealth Management LLC | 2 | 2 | 0.26% | 0.27% | 0.28% | Q4 2022 | Q1 2023 | 2 |
Yost Capital Management, LP | 2 | 2 | 3.86% | 3.98% | 4.10% | Q2 2020 | Q3 2020 | 2 |
Cinctive Capital Management LP | 1 | 1 | 0.34% | 0.94% | 1.54% | Q1 2022 | Q1 2022 | 2 |
Belmont Global Advisors, Inc. | 2 | 2 | 0.22% | 0.67% | 1.12% | Q2 2016 | Q3 2016 | 2 |
DE BURLO GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 2 |
PANORAMIC INVESTMENT ADVISORS, LLC | 1 | 1 | 0.23% | 0.23% | 0.24% | Q4 2022 | Q3 2023 | 2 |
StellarOne CORP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Byrne Asset Management LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q4 2021 | Q1 2022 | 2 |
NexWave Capital Partners LLC | 2 | 2 | 22.24% | 23.36% | 24.48% | Q1 2020 | Q2 2020 | 2 |
RTW INVESTMENTS, LP | 2 | 2 | 3.15% | 3.37% | 3.59% | Q2 2016 | Q3 2016 | 2 |
Custos Family Office, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q3 2023 | 2 |
Centenus Global Management, LP | 1 | 1 | 0.22% | 0.31% | 0.40% | Q4 2017 | Q1 2019 | 2 |
BANK PICTET & CIE (ASIA) LTD | 1 | 1 | 0.16% | 0.53% | 0.91% | Q1 2017 | Q4 2017 | 2 |
Reynolds Investment Management, Inc. | 2 | 2 | 0.07% | 0.09% | 0.10% | Q1 2022 | Q2 2022 | 2 |
Claremont Financial Group, Inc. | 2 | 2 | 13.16% | 15.08% | 17.00% | Q4 2021 | Q1 2022 | 2 |
Segantii Capital Management Ltd | 1 | 1 | 0.32% | 0.45% | 0.59% | Q2 2019 | Q2 2022 | 2 |
HANSEATIC MANAGEMENT SERVICES INC | 2 | 2 | 2.22% | 2.90% | 3.59% | Q2 2020 | Q3 2020 | 2 |
MARSHALL & SULLIVAN INC /WA/ | 1 | 1 | 0.10% | 0.10% | 0.11% | Q2 2022 | Q4 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
STRS OHIO | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
JHL Capital Group LLC | 1 | 1 | 5.89% | 11.05% | 16.20% | Q1 2018 | Q1 2018 | 2 |
IMPAX ASSET MANAGEMENT LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q4 2013 | 2 |
abrdn plc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Seawolf Capital, LLC | 2 | 2 | 1.66% | 1.71% | 1.77% | Q3 2016 | Q4 2016 | 2 |
Zurich Insurance Group Ltd/FI | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2018 | Q2 2018 | 2 |
GETCO Holding Company, LLC | 1 | 1 | 2.21% | 2.28% | 2.35% | Q2 2013 | Q2 2013 | 2 |
Bell Bank | 2 | 2 | 0.28% | 0.32% | 0.36% | Q2 2013 | Q3 2013 | 2 |
Argent Wealth Management LLC | 2 | 2 | 0.76% | 0.85% | 0.93% | Q1 2020 | Q2 2020 | 2 |
GRATIA CAPITAL, LLC | 2 | 2 | 3.45% | 4.04% | 4.64% | Q3 2019 | Q4 2019 | 2 |
PRINCIPAL FINANCIAL GROUP INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Counsel Portfolio Services Inc. | 2 | 2 | 0.26% | 0.27% | 0.28% | Q1 2016 | Q2 2016 | 2 |
Family Capital Trust Co | 1 | 1 | 0.05% | 0.16% | 0.26% | Q2 2013 | Q4 2015 | 2 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 1 | 1 | 0.04% | 0.73% | 1.43% | Q1 2016 | Q3 2018 | 2 |
Sage Capital Advisors,llc | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2019 | Q3 2020 | 2 |
Hatteras Investment Partners, LP | 2 | 2 | 1.23% | 1.37% | 1.50% | Q2 2016 | Q3 2016 | 2 |
Intercontinental Wealth Advisors, LLC | 2 | 2 | 1.43% | 1.51% | 1.59% | Q1 2023 | Q2 2023 | 2 |
EVEXIA WEALTH LLC | 2 | 2 | 0.26% | 0.29% | 0.32% | Q2 2023 | Q3 2023 | 2 |
Coe Capital Management, LLC | 1 | 1 | 0.25% | 0.31% | 0.36% | Q4 2018 | Q4 2020 | 2 |
BECK CAPITAL MANAGEMENT, LLC | 2 | 2 | 1.62% | 1.77% | 1.92% | Q2 2020 | Q3 2020 | 2 |
STANCORP INVESTMENT ADVISERS INC | 2 | 2 | 0.21% | 0.22% | 0.24% | Q4 2014 | Q1 2015 | 2 |
TCG Advisors, LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Ulland Investment Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q1 2022 | 2 |
Inspire Advisors, LLC | 1 | 1 | 0.02% | 0.09% | 0.16% | Q4 2020 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Highland Financial Advisors, LLC | 2 | 2 | 0.18% | 0.29% | 0.40% | Q2 2022 | Q3 2022 | 2 |
HARVEST VOLATILITY MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Pineno Levin & Ford Asset Management, Inc. | 2 | 2 | 0.17% | 0.20% | 0.22% | Q2 2013 | Q3 2013 | 2 |
SOUTHPORT MANAGEMENT, L.L.C. | 2 | 2 | 2.20% | 2.94% | 3.68% | Q3 2016 | Q4 2016 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Trinity Financial Advisors LLC | 2 | 2 | 0.37% | 0.96% | 1.54% | Q1 2022 | Q2 2022 | 2 |
Sculptor Capital LP | 1 | 1 | 0.03% | 0.09% | 0.14% | Q2 2013 | Q2 2017 | 2 |
Andromeda Capital LLC | 1 | 1 | 1.12% | 1.12% | 1.12% | Q2 2014 | Q2 2014 | 2 |
Betterment LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Valtura Capital Partners LLC | 2 | 2 | 6.45% | 18.66% | 30.87% | Q4 2016 | Q1 2017 | 2 |
Chiron Investment Management, LLC | 1 | 1 | 0.07% | 0.73% | 1.40% | Q4 2020 | Q2 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Blue Sky Asset Management, LLC | 2 | 2 | 0.58% | 1.80% | 3.03% | Q1 2020 | Q2 2020 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.07% | 0.08% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Orca Investment Management, LLC | 2 | 2 | 4.61% | 4.75% | 4.88% | Q1 2016 | Q2 2016 | 2 |
Standard Family Office LLC | 2 | 2 | 0.05% | 0.65% | 1.25% | Q2 2022 | Q3 2022 | 2 |
Synergy Asset Management, LLC | 1 | 1 | 0.05% | 0.38% | 0.70% | Q1 2023 | Q3 2023 | 2 |
Impact Partnership Wealth, LLC | 2 | 2 | 0.47% | 0.51% | 0.54% | Q2 2023 | Q3 2023 | 2 |
Slagle Financial, LLC | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2023 | Q3 2023 | 2 |
Cherry Tree Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
OLD POINT TRUST & FINANCIAL SERVICES N A | 2 | 2 | 0.20% | 0.21% | 0.21% | Q2 2023 | Q3 2023 | 2 |
PagnatoKarp Partners LLC | 1 | 1 | 0.33% | 0.35% | 0.37% | Q3 2019 | Q1 2020 | 2 |
NORTH AMERICAN MANAGEMENT CORP | 2 | 2 | 0.04% | 0.08% | 0.13% | Q2 2013 | Q3 2013 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Wilson & Boucher Capital Management, LLC | 1 | 1 | 0.13% | 0.16% | 0.19% | Q1 2022 | Q2 2023 | 2 |
Long Wharf Investors, Inc. | 2 | 2 | 0.17% | 0.17% | 0.18% | Q1 2014 | Q2 2014 | 2 |
LAZARI CAPITAL MANAGEMENT, INC. | 2 | 2 | 0.28% | 0.29% | 0.29% | Q2 2023 | Q3 2023 | 2 |
CHURCHILL MANAGEMENT Corp | 2 | 2 | 0.12% | 0.14% | 0.15% | Q2 2020 | Q3 2020 | 2 |
Meristem Family Wealth, LLC | 2 | 2 | 0.14% | 0.15% | 0.15% | Q2 2018 | Q3 2018 | 2 |
XML SECURITIES, LLC | 2 | 2 | 2.86% | 2.90% | 2.94% | Q4 2017 | Q1 2018 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q3 2022 | 2 |
Arcataur Capital Management LLC | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 |
Troob Capital Management LLC | 2 | 2 | 5.06% | 7.35% | 9.64% | Q2 2013 | Q3 2013 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.33% | 0.37% | 0.41% | Q2 2023 | Q3 2023 | 2 |
Sanchez Wealth Management Group | 2 | 2 | 4.83% | 5.03% | 5.23% | Q1 2022 | Q2 2022 | 2 |
Goelzer Investment Management, Inc. | 1 | 1 | 0.03% | 0.48% | 0.92% | Q1 2013 | Q1 2018 | 2 |
West Coast Financial LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q3 2023 | 2 |
RAM Investment Partners, LLC | 1 | 1 | 0.07% | 0.09% | 0.11% | Q1 2023 | Q4 2023 | 2 |
Prosperity Financial Group, Inc. | 2 | 2 | 0.39% | 0.46% | 0.53% | Q2 2023 | Q3 2023 | 2 |
Key Square Capital Management LLC | 1 | 1 | 1.80% | 2.58% | 3.37% | Q1 2020 | Q1 2023 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Farmers National Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
SHANDA ASSET MANAGEMENT HOLDINGS Ltd | 2 | 2 | 0.02% | 4.01% | 8.00% | Q3 2015 | Q4 2015 | 2 |
Folger Hill Asset Management LP | 1 | 1 | 0.12% | 0.27% | 0.42% | Q2 2016 | Q1 2018 | 2 |
RS INVESTMENT MANAGEMENT CO LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q2 2016 | 2 |
Ariose Capital Management Ltd | 1 | 1 | 3.52% | 16.01% | 28.51% | Q3 2019 | Q1 2020 | 2 |
FIRST NATIONAL BANK SIOUX FALLS | 1 | 1 | 0.02% | 0.19% | 0.36% | Q2 2013 | Q3 2023 | 2 |
Meru Capital Group, LP | 1 | 1 | 2.24% | 4.23% | 6.21% | Q2 2013 | Q4 2013 | 2 |
Gilman Hill Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Soros Fund Management | 2 | 2 | 0.65% | 1.69% | 2.73% | Q1 2016 | Q2 2016 | 2 |
Frontier Asset Management, LLC | 2 | 2 | 0.25% | 0.26% | 0.26% | Q2 2023 | Q3 2023 | 2 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q1 2014 | Q2 2021 | 2 |
True Capital Management | 2 | 2 | 0.23% | 0.23% | 0.24% | Q4 2022 | Q1 2023 | 2 |
Genesee Capital Advisors, LLC | 2 | 2 | 0.45% | 0.53% | 0.60% | Q4 2018 | Q1 2019 | 2 |
FINANCIAL CONSULATE, INC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Global Wealth Strategies & Associates | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Peoples Bank/KS | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2023 | Q4 2023 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q1 2022 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 1 | 1 | 0.01% | 0.08% | 0.15% | Q1 2014 | Q3 2016 | 2 |
Verde Servicos Internacionais S.A. | 2 | 2 | 0.07% | 0.07% | 0.07% | Q3 2017 | Q4 2017 | 2 |
Jabre Capital Partners S.A. | 1 | 1 | 0.08% | 0.64% | 1.20% | Q1 2016 | Q3 2016 | 2 |
DUALITY ADVISERS, LP | 2 | 2 | 2.47% | 3.46% | 4.45% | Q2 2020 | Q3 2020 | 2 |
PROFESSIONAL PLANNING | 1 | 1 | 0.12% | 0.12% | 0.13% | Q2 2020 | Q4 2020 | 2 |
DAVIS R M INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q4 2022 | 2 |
Davis Capital Management | 2 | 2 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q2 2020 | 2 |
Cascadia Advisory Services, LLC | 2 | 2 | 0.58% | 0.59% | 0.60% | Q2 2020 | Q3 2020 | 2 |
Beaumont Capital Management, LLC | 1 | 1 | 0.57% | 0.60% | 0.62% | Q2 2022 | Q2 2023 | 2 |
DRW SECURITIES, L.L.C. | 1 | 1 | 11.18% | 13.64% | 16.10% | Q3 2022 | Q3 2022 | 2 |
Euclidean Capital LLC | 2 | 2 | 25.42% | 32.59% | 39.75% | Q2 2023 | Q3 2023 | 2 |
Bayesian Capital Management, LP | 1 | 1 | 0.24% | 0.27% | 0.30% | Q1 2017 | Q4 2019 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
HRS Investment Holdings, LLC | 2 | 2 | 2.38% | 5.32% | 8.26% | Q1 2022 | Q2 2022 | 2 |
Constellation Wealth Advisors, LLC | 2 | 2 | 0.64% | 0.85% | 1.06% | Q2 2013 | Q3 2013 | 2 |
Draper Asset Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q4 2020 | 2 |
COOPERMAN LEON G | 2 | 2 | 1.16% | 1.24% | 1.32% | Q3 2019 | Q4 2019 | 2 |
Sendero Wealth Management, LLC | 2 | 2 | 0.52% | 0.53% | 0.55% | Q2 2023 | Q3 2023 | 2 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q2 2023 | Q3 2023 | 2 |
Yong Rong (HK) Asset Management Ltd | 1 | 1 | 3.30% | 7.28% | 11.26% | Q2 2018 | Q1 2019 | 2 |
Horizon Kinetics | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Forty4 Asset Management LLC | 1 | 1 | 0.05% | 0.51% | 0.96% | Q2 2013 | Q2 2013 | 2 |
ROOSEVELT INVESTMENT GROUP LLC | 2 | 2 | 1.92% | 1.92% | 1.93% | Q2 2016 | Q3 2016 | 2 |
Sound View Wealth Advisors, LLC | 2 | 2 | 0.15% | 0.16% | 0.16% | Q4 2018 | Q1 2019 | 2 |
Austin Private Wealth, LLC | 2 | 2 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q3 2023 | 2 |
Airain ltd | 2 | 2 | 0.02% | 0.03% | 0.04% | Q1 2017 | Q2 2017 | 2 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2017 | 2 |
Paradigm Capital Management, LLC/NV | 2 | 2 | 0.87% | 0.88% | 0.89% | Q4 2021 | Q1 2022 | 2 |
Crown Wealth Group, LLC | 2 | 2 | 0.52% | 0.65% | 0.78% | Q1 2022 | Q2 2022 | 2 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 2 | 2 | 0.11% | 0.13% | 0.15% | Q2 2013 | Q3 2013 | 2 |
Desjardins Global Asset Management Inc. | 2 | 2 | 0.58% | 0.58% | 0.59% | Q2 2023 | Q3 2023 | 2 |
CoreCommodity Management, LLC | 2 | 2 | 1.04% | 1.50% | 1.96% | Q3 2013 | Q4 2013 | 2 |
Optiver Holding B.V. | 2 | 2 | 0.01% | 0.02% | 0.04% | Q4 2022 | Q1 2023 | 2 |
Marino Management, LLC | 2 | 2 | 98.67% | 98.70% | 98.74% | Q4 2020 | Q1 2021 | 2 |
Capricorn Fund Managers Ltd | 2 | 2 | 0.74% | 1.53% | 2.33% | Q4 2022 | Q1 2023 | 2 |
Vantis Investment Advisers L.P. | 2 | 2 | 8.50% | 16.72% | 24.93% | Q3 2019 | Q4 2019 | 2 |
LifeGuide Financial Advisors, LLC | 2 | 2 | 0.17% | 0.19% | 0.21% | Q2 2023 | Q3 2023 | 2 |
Hennion & Walsh Asset Management, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Partners Group Holding AG | 2 | 2 | 0.17% | 0.22% | 0.26% | Q2 2013 | Q3 2013 | 2 |
Crestone Asset Management LLC | 2 | 2 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q1 2017 | 2 |
Cowen Investment Management LLC | 2 | 2 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q4 2019 | 2 |
Howard Capital Management Inc. | 2 | 2 | 0.15% | 0.17% | 0.19% | Q2 2023 | Q3 2023 | 2 |
Urban Wealth Management, LLC | 1 | 1 | 0.27% | 0.38% | 0.48% | Q4 2020 | Q2 2022 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Verde Capital Management | 2 | 2 | 0.15% | 0.19% | 0.22% | Q4 2019 | Q1 2020 | 2 |
Keystone Financial Services | 2 | 2 | 0.11% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Milestone Advisory Partners | 2 | 2 | 1.00% | 1.80% | 2.60% | Q3 2020 | Q4 2020 | 2 |
Center For Asset Management LLC | 1 | 1 | 0.31% | 0.40% | 0.48% | Q4 2020 | Q1 2022 | 2 |
REDMONT WEALTH ADVISORS LLC | 2 | 2 | 0.77% | 0.81% | 0.84% | Q1 2023 | Q2 2023 | 2 |
Tairen Capital Ltd | 1 | 1 | 1.32% | 4.78% | 8.23% | Q2 2016 | Q4 2018 | 2 |
PACIFIC FINANCIAL GROUP INC | 1 | 1 | 0.01% | 0.03% | 0.06% | Q4 2014 | Q3 2020 | 2 |
Maple Rock Capital Partners | 1 | 1 | 24.00% | 25.74% | 27.49% | Q2 2022 | Q4 2022 | 2 |
Magnetar Financial LLC | 1 | 1 | 0.03% | 0.37% | 0.72% | Q3 2015 | Q3 2016 | 2 |
ALPHA WINDWARD LLC | 2 | 2 | 0.17% | 0.84% | 1.52% | Q2 2013 | Q3 2013 | 2 |
CLOVERFIELDS CAPITAL GROUP, LP | 2 | 2 | 0.77% | 0.95% | 1.12% | Q2 2023 | Q3 2023 | 2 |
Bluesphere Advisors, LLC | 2 | 2 | 0.36% | 0.54% | 0.73% | Q4 2020 | Q1 2021 | 2 |
West Family Investments, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
GUIDANCE CAPITAL, INC | 2 | 2 | 0.33% | 0.34% | 0.34% | Q2 2023 | Q3 2023 | 2 |
Sky Investment Counsel Inc | 2 | 2 | 13.62% | 17.60% | 21.59% | Q1 2014 | Q2 2014 | 2 |
Claren Road Asset Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2015 | Q2 2015 | 2 |
SWS Partners | 2 | 2 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q1 2018 | 2 |
Harfst & Associates, Inc. | 2 | 2 | 0.22% | 0.27% | 0.32% | Q1 2021 | Q2 2021 | 2 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.02% | 0.06% | 0.09% | Q1 2014 | Q3 2014 | 2 |
Geller Advisors LLC | 1 | 1 | 0.09% | 0.16% | 0.24% | Q2 2013 | Q3 2019 | 2 |
PYRRHO CAPITAL MANAGEMENT, LP | 1 | 1 | 6.51% | 8.90% | 11.28% | Q4 2016 | Q4 2016 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
Fund Evaluation Group, LLC | 2 | 2 | 0.54% | 0.55% | 0.55% | Q2 2013 | Q3 2013 | 2 |
Fiera Capital Inc. | 2 | 2 | 0.33% | 0.41% | 0.49% | Q2 2013 | Q3 2013 | 2 |
TIG Advisors, LLC | 2 | 2 | 0.07% | 0.12% | 0.17% | Q2 2023 | Q3 2023 | 2 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.02% | 0.13% | 0.24% | Q4 2013 | Q2 2014 | 2 |
Vermillion Asset Management LLC | 1 | 1 | 0.26% | 2.25% | 4.23% | Q3 2013 | Q3 2013 | 2 |
Legacy Capital Wealth Partners, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q1 2023 | Q3 2023 | 2 |
High Falls Advisors, Inc | 2 | 2 | 0.16% | 0.16% | 0.17% | Q3 2016 | Q4 2016 | 2 |
JONES ROAD CAPITAL MANAGEMENT, L.P. | 2 | 2 | 11.56% | 12.96% | 14.36% | Q4 2020 | Q1 2021 | 2 |
JB Capital LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Snow Park Capital Partners, LP | 2 | 2 | 6.30% | 14.16% | 22.02% | Q1 2019 | Q2 2019 | 2 |
B, B, H, & B INC. | 1 | 1 | 0.03% | 2.01% | 3.99% | Q4 2020 | Q2 2021 | 2 |
NINE MASTS CAPITAL Ltd | 1 | 1 | 0.02% | 2.11% | 4.20% | Q4 2014 | Q1 2022 | 2 |
STABLEFORD CAPITAL II LLC | 2 | 2 | 0.54% | 1.53% | 2.51% | Q4 2016 | Q1 2017 | 2 |
Ice Pond Lane Advisers, LLC | 2 | 2 | 26.40% | 38.05% | 49.71% | Q4 2016 | Q1 2017 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2016 | 2 |
ELM ADVISORS, LLC | 1 | 1 | 0.02% | 0.03% | 0.04% | Q3 2018 | Q4 2020 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2021 | Q3 2021 | 2 |
Essex LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
JANUS HENDERSON GROUP PLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q2 2014 | 2 |
Kraft, Davis & Associates, LLC | 2 | 2 | 0.16% | 0.16% | 0.17% | Q2 2023 | Q3 2023 | 2 |
CGN Advisors LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Bridgecreek Investment Management, LLC | 2 | 2 | 0.07% | 0.10% | 0.12% | Q2 2013 | Q3 2013 | 2 |
PRUDENT INVESTORS NETWORK, INC. | 2 | 2 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q3 2021 | 2 |
EXCELSIA, INC. | 2 | 2 | 7.79% | 8.41% | 9.03% | Q2 2013 | Q3 2013 | 2 |
Financial Gravity Companies, Inc. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2017 | Q1 2018 | 2 |
TrueWealth Advisors, LLC | 1 | 1 | 0.12% | 0.17% | 0.22% | Q1 2021 | Q2 2022 | 2 |
Skandinaviska Enskilda Banken AB (publ) | 2 | 2 | 0.03% | 0.11% | 0.19% | Q3 2022 | Q4 2022 | 2 |
Alliance Wealth Advisors, LLC /UT | 2 | 2 | 0.11% | 0.12% | 0.14% | Q2 2023 | Q3 2023 | 2 |
SCP Investment, LP | 2 | 2 | 2.27% | 2.66% | 3.04% | Q3 2019 | Q4 2019 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q2 2020 | 2 |
Souders Financial Advisors | 1 | 1 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q1 2022 | 2 |
Privium Fund Management B.V. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Castellan Group | 2 | 2 | 0.28% | 0.31% | 0.34% | Q1 2021 | Q2 2021 | 2 |
SABBY MANAGEMENT, LLC | 2 | 2 | 1.10% | 1.30% | 1.49% | Q4 2019 | Q1 2020 | 2 |
LaFleur & Godfrey LLC | 1 | 1 | 0.03% | 0.33% | 0.63% | Q2 2013 | Q2 2022 | 2 |
Santori & Peters, Inc. | 1 | 1 | 0.24% | 0.50% | 0.77% | Q3 2020 | Q2 2021 | 2 |
Rikoon Group, LLC | 2 | 2 | 0.72% | 0.78% | 0.84% | Q3 2016 | Q4 2016 | 2 |
MEANS INVESTMENT CO., INC. | 1 | 1 | 0.02% | 0.07% | 0.13% | Q4 2021 | Q4 2021 | 2 |
Kathmere Capital Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2020 | Q4 2020 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.05% | 0.05% | 0.06% | Q3 2020 | Q4 2020 | 2 |
NEW MOUNTAIN VANTAGE ADVISERS, L.L.C. | 2 | 2 | 0.49% | 0.72% | 0.95% | Q2 2016 | Q3 2016 | 2 |
Cascabel Management LP | 2 | 2 | 16.37% | 19.16% | 21.96% | Q2 2013 | Q3 2013 | 2 |
WealthTrust Axiom LLC | 2 | 2 | 0.09% | 0.09% | 0.09% | Q2 2013 | Q3 2013 | 2 |
Keeler Thomas Management LLC | 2 | 2 | 0.19% | 0.20% | 0.20% | Q4 2017 | Q1 2018 | 2 |
CAMDEN NATIONAL CORP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2021 | Q1 2021 | 1 |
Emso Asset Management Ltd | 1 | 1 | 75.36% | 75.36% | 75.36% | Q4 2019 | Q4 2019 | 1 |
Coltrane Asset Management L.P. | 1 | 1 | 41.56% | 41.56% | 41.56% | Q1 2021 | Q1 2021 | 1 |
Oak Asset Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
Meiji Yasuda Life Insurance Co | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2016 | Q3 2016 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2017 | Q1 2017 | 1 |
Blooom, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CAZENOVE CAPITAL MANAGEMENT LTD | 1 | 1 | 3.05% | 3.05% | 3.05% | Q2 2013 | Q2 2013 | 1 |
ALLEGHANY CORP /DE | 1 | 1 | 0.84% | 0.84% | 0.84% | Q3 2019 | Q3 2019 | 1 |
Hartree Partners, LP | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
One Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Lodge Hill Capital, LLC | 1 | 1 | 10.18% | 10.18% | 10.18% | Q3 2020 | Q3 2020 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Guardian Financial Partners, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2021 | Q4 2021 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q1 2015 | 1 |
Peachtree Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2014 | Q3 2014 | 1 |
Demars Financial Group, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2019 | Q4 2019 | 1 |
INTREPID CAPITAL MANAGEMENT INC /DE/ | 1 | 1 | 27.43% | 27.43% | 27.43% | Q3 2014 | Q3 2014 | 1 |
Sawyer & Company, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Fluent Financial, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Bouchey Financial Group Ltd | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2018 | Q2 2018 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wunderlich Capital Managemnt | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2021 | Q1 2021 | 1 |
Islet Management, LP | 1 | 1 | 1.90% | 1.90% | 1.90% | Q2 2020 | Q2 2020 | 1 |
DESTINY CAPITAL SECURITIES CORPORATION | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2023 | Q3 2023 | 1 |
SIGNET MANAGEMENT USA, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2013 | Q4 2013 | 1 |
Spearhead Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
AMS Capital Ltda | 1 | 1 | 14.55% | 14.55% | 14.55% | Q4 2019 | Q4 2019 | 1 |
Slow Capital, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Lorem Ipsum Management, LLC | 1 | 1 | 3.40% | 3.40% | 3.40% | Q2 2016 | Q2 2016 | 1 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2018 | Q1 2018 | 1 |
MPS Loria Financial Planners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
CKW FINANCIAL GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Ferris Capital, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Vestpro Financial Partners, Inc. dba CPF Texas | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 0.97% | 0.97% | 0.97% | Q3 2022 | Q3 2022 | 1 |
Dynamo Administracao de Recursos Ltda. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2019 | Q2 2019 | 1 |
TDAM USA INC. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q3 2013 | Q3 2013 | 1 |
Semper Augustus Investments Group | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2013 | Q4 2013 | 1 |
COHEN & STEERS CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
MARK MORRIS ET AL | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
CAPITAL COUNSEL LLC/NY | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Johnson Financial Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
BEDEL FINANCIAL CONSULTING INC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2023 | Q3 2023 | 1 |
Cubist Systematic Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Paragon Wealth Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Sensato Investors LLC | 1 | 1 | 1.08% | 1.08% | 1.08% | Q3 2015 | Q3 2015 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
MARK ASSET MANAGEMENT LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
Algebris (UK) Ltd | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Probabilities Fund Management, LLC | 1 | 1 | 0.50% | 0.50% | 0.50% | Q3 2018 | Q3 2018 | 1 |
Edgewood Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 2.08% | 2.08% | 2.08% | Q1 2023 | Q1 2023 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
GFG Capital, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q3 2023 | Q3 2023 | 1 |
Stone Milliner Asset Management AG | 1 | 1 | 7.60% | 7.60% | 7.60% | Q2 2017 | Q2 2017 | 1 |
CAMG Solamere Management, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2020 | Q4 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.27% | 0.27% | 0.27% | Q2 2016 | Q2 2016 | 1 |
GOBI CAPITAL LLC | 1 | 1 | 7.83% | 7.83% | 7.83% | Q2 2020 | Q2 2020 | 1 |
Quadrant Capital Management, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2018 | Q2 2018 | 1 |
Financial Advisors Network, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 1 |
Anandar Capital Management LP | 1 | 1 | 1.25% | 1.25% | 1.25% | Q2 2016 | Q2 2016 | 1 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Phoenix Holdings Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Ullmann Wealth Partners Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 1.50% | 1.50% | 1.50% | Q2 2018 | Q2 2018 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
LWM Advisory Services, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
Coupland Cardiff Asset Management LLP | 1 | 1 | 6.22% | 6.22% | 6.22% | Q3 2015 | Q3 2015 | 1 |
SIMMONS FIRST TRUST CO NA | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2015 | Q4 2015 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2016 | Q3 2016 | 1 |
Stillwater Investment Management, L.P. | 1 | 1 | 2.40% | 2.40% | 2.40% | Q1 2016 | Q1 2016 | 1 |
Trinity Legacy Partners, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2021 | Q4 2021 | 1 |
Lighthouse Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Evanson Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Wealth & Pension Services Group, Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2019 | Q3 2019 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 3.36% | 3.36% | 3.36% | Q1 2015 | Q1 2015 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
HOWARD CAPITAL MANAGEMENT | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2013 | Q1 2013 | 1 |
Forefront Analytics, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
OAKWOOD CAPITAL MANAGEMENT LLC/CA | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
CANYON CAPITAL ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Omega Advisors Inc. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2017 | Q4 2017 | 1 |
Altshuler Shaham Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
COBIZ WEALTH, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Pacific Wealth Management | 1 | 1 | 4.06% | 4.06% | 4.06% | Q1 2023 | Q1 2023 | 1 |
CHILDRESS CAPITAL ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
InTrack Investment Management Inc | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2021 | Q3 2021 | 1 |
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Senvest Management, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2015 | Q1 2015 | 1 |
FLYNN ZITO CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2022 | Q2 2022 | 1 |
OUTFITTER FINANCIAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Gratus Capital, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
Guardian Wealth Advisors, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2021 | Q1 2021 | 1 |
CFS Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2013 | Q2 2013 | 1 |
ONE PLUS ONE WEALTH MANAGEMENT, LLC | 1 | 1 | 2.10% | 2.10% | 2.10% | Q1 2022 | Q1 2022 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
New Capital Management LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
SAGE PRIVATE WEALTH GROUP, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
MONUMENTAL FINANCIAL GROUP INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Clarity Financial LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2022 | Q3 2022 | 1 |
CARY STREET PARTNERS ASSET MANAGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Team Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Financial Consulate Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q2 2021 | 1 |
Invst, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Integre Asset Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
Precision Wealth Strategies, LLC | 1 | 1 | 2.81% | 2.81% | 2.81% | Q4 2020 | Q4 2020 | 1 |
Venator Capital Management Ltd. | 1 | 1 | 5.23% | 5.23% | 5.23% | Q4 2022 | Q4 2022 | 1 |
Marathon Partners Equity Management, LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2022 | Q1 2022 | 1 |
Level Financial Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
CV Advisors LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
Steadfast Capital Management (UK) Ltd. | 1 | 1 | 2.96% | 2.96% | 2.96% | Q1 2022 | Q1 2022 | 1 |
Goldstream Capital Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q1 2022 | 1 |
Allegiant Private Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Southpaw Asset Management LP | 1 | 1 | 7.14% | 7.14% | 7.14% | Q2 2019 | Q2 2019 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
HARTLINE INVESTMENT CORP/ | 1 | 1 | 2.21% | 2.21% | 2.21% | Q3 2022 | Q3 2022 | 1 |
Samson Capital Advisors LLC | 1 | 1 | 2.07% | 2.07% | 2.07% | Q1 2015 | Q1 2015 | 1 |
Weil Company, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 0.65% | 0.65% | 0.65% | Q4 2017 | Q4 2017 | 1 |
Sterling Manor Financial, LLC | 1 | 1 | 8.50% | 8.50% | 8.50% | Q1 2023 | Q1 2023 | 1 |
Buffington Mohr McNeal | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
KAVAR CAPITAL PARTNERS GROUP, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
ForthRight Wealth Management, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
OSTERWEIS CAPITAL MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Harbor Group, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2023 | Q1 2023 | 1 |
Bouvel Investment Partners, LLC | 1 | 1 | 1.04% | 1.04% | 1.04% | Q4 2020 | Q4 2020 | 1 |
Marks Wealth, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2020 | Q4 2020 | 1 |
US GLOBAL INVESTORS FUNDS | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2013 | Q4 2013 | 1 |
Forward Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
REUTER JAMES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2022 | Q1 2022 | 1 |
Codex Capital, L.L.C. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2021 | Q2 2021 | 1 |
Cambrian Capital Limited Partnership | 1 | 1 | 4.76% | 4.76% | 4.76% | Q2 2019 | Q2 2019 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Paragon Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 2.70% | 2.70% | 2.70% | Q1 2023 | Q1 2023 | 1 |
Godshalk Welsh Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2016 | Q3 2016 | 1 |
Arrow Capital Management, LLC | 1 | 1 | 1.30% | 1.30% | 1.30% | Q1 2016 | Q1 2016 | 1 |
Windmill Hill Asset Management Ltd | 1 | 1 | 18.45% | 18.45% | 18.45% | Q3 2020 | Q3 2020 | 1 |
AXAR CAPITAL MANAGEMENT L.P. | 1 | 1 | 8.08% | 8.08% | 8.08% | Q4 2015 | Q4 2015 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Ghisallo Capital Management LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q2 2023 | Q2 2023 | 1 |
Employees Retirement System of Texas | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2018 | Q4 2018 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
State of Wyoming | 1 | 1 | 0.70% | 0.70% | 0.70% | Q3 2021 | Q3 2021 | 1 |
FAYEZ SAROFIM & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
NISA INVESTMENT ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
PACES FERRY WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Congress Wealth Management LLC / DE / | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.63% | 0.63% | 0.63% | Q1 2022 | Q1 2022 | 1 |
Cutter & CO Brokerage, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
ANDREWS, LUCIA WEALTH MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2022 | Q4 2022 | 1 |
GLOBAL STRATEGIC MANAGEMENT INC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2020 | Q4 2020 | 1 |
SPC Financial, Inc. | 1 | 1 | 0.90% | 0.90% | 0.90% | Q2 2016 | Q2 2016 | 1 |
Widmann Financial Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Seascape Capital Management | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2021 | Q2 2021 | 1 |
Southern Wealth Management, LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
Wellspring Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Shore Point Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Elequin Capital, LP | 1 | 1 | 0.62% | 0.62% | 0.62% | Q1 2023 | Q1 2023 | 1 |
GRAHAM CAPITAL WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Serengeti Asset Management LP | 1 | 1 | 2.71% | 2.71% | 2.71% | Q2 2013 | Q2 2013 | 1 |
BLODGETT WEALTH ADVISORS, LLC | 1 | 1 | 0.52% | 0.52% | 0.52% | Q4 2021 | Q4 2021 | 1 |
Main Line Retirement Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2023 | Q2 2023 | 1 |
Amitell Capital Pte Ltd | 1 | 1 | 10.37% | 10.37% | 10.37% | Q1 2022 | Q1 2022 | 1 |
Systematic Alpha Investments, LLC | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2020 | Q4 2020 | 1 |
Leverty Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
Pinnacle Private Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2022 | Q2 2022 | 1 |
PUTNAM INVESTMENTS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Integrity Advisory, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q1 2022 | Q1 2022 | 1 |
CFO4Life, L.P. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
GARNET EQUITY CAPITAL HOLDINGS, INC. | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2023 | Q1 2023 | 1 |
Trust CO of the Ozarks | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2013 | Q2 2013 | 1 |
Consolidated Planning Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Opus Trading Fund LLC | 1 | 1 | 3.07% | 3.07% | 3.07% | Q2 2013 | Q2 2013 | 1 |
Baymount Management LP | 1 | 1 | 11.46% | 11.46% | 11.46% | Q2 2023 | Q2 2023 | 1 |
Lazard Freres Gestion S.A.S. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
Nauset Wealth Management. LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
Nevsky Capital LLP | 1 | 1 | 1.77% | 1.77% | 1.77% | Q2 2013 | Q2 2013 | 1 |
DECADE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q3 2015 | Q3 2015 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 1 |
BALLAST ADVISORS LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2022 | Q3 2022 | 1 |
Goodwin Investment Advisory | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
PENSECO FINANCIAL SERVICES CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Resonant Capital Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2020 | Q1 2020 | 1 |
Menard Financial Group LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q2 2022 | Q2 2022 | 1 |
Adams Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Tiedemann Wealth Management Holdings, LLC | 1 | 1 | 1.01% | 1.01% | 1.01% | Q4 2016 | Q4 2016 | 1 |
OXFORD ASSET MANAGEMENT LLP | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2016 | Q1 2016 | 1 |
Next Level Private LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2022 | Q2 2022 | 1 |
GAM Holding AG | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2014 | Q3 2014 | 1 |
Grace Capital | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2020 | Q4 2020 | 1 |
Savitr Capital, LLC | 1 | 1 | 2.25% | 2.25% | 2.25% | Q2 2014 | Q2 2014 | 1 |
GALAXY CAPITAL TRADING LTD | 1 | 1 | 0.55% | 0.55% | 0.55% | Q4 2013 | Q4 2013 | 1 |
RIVERNORTH CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2014 | Q1 2014 | 1 |
KRS Capital Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
B & T Capital Management DBA Alpha Capital Management | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2013 | Q3 2013 | 1 |
ONTARIO TEACHERS PENSION PLAN BOARD | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2016 | Q4 2016 | 1 |
James Reed Financial Services, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
HighMark Wealth Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
SANDERS MORRIS HARRIS LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2016 | Q1 2016 | 1 |
Mattern Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2020 | Q3 2020 | 1 |
Forbes Financial Planning, Inc. | 1 | 1 | 1.14% | 1.14% | 1.14% | Q4 2021 | Q4 2021 | 1 |
Centaur Capital | 1 | 1 | 2.84% | 2.84% | 2.84% | Q2 2018 | Q2 2018 | 1 |
BluePath Capital Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Great Lakes Retirement, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Meixler Investment Management, Ltd. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Aufman Associates Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q2 2021 | Q2 2021 | 1 |
International Value Advisers | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
Apella Capital, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Concorde Financial Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Capasso Planning Partners LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2022 | Q2 2022 | 1 |
AXS Investments LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q3 2021 | Q3 2021 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
EXCHANGE TRADED CONCEPTS, LLC | 1 | 1 | 2.67% | 2.67% | 2.67% | Q3 2020 | Q3 2020 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
NEXPOINT ASSET MANAGEMENT, L.P. | 1 | 1 | 8.66% | 8.66% | 8.66% | Q3 2019 | Q3 2019 | 1 |
FARALLON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2013 | Q2 2013 | 1 |
Nair Vinay | 1 | 1 | 2.56% | 2.56% | 2.56% | Q1 2015 | Q1 2015 | 1 |
Sassicaia Capital Advisers LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2021 | Q1 2021 | 1 |
MITCHELL SINKLER & STARR/PA | 1 | 1 | 0.55% | 0.55% | 0.55% | Q2 2013 | Q2 2013 | 1 |
Castle Financial & Retirement Planning Associates, Inc. | 1 | 1 | 5.21% | 5.21% | 5.21% | Q4 2021 | Q4 2021 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2016 | Q4 2016 | 1 |
Saratoga Research & Investment Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2017 | Q3 2017 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
Troob Capital Advisors LLC | 1 | 1 | 7.78% | 7.78% | 7.78% | Q3 2013 | Q3 2013 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
EMG Holdings, L.P. | 1 | 1 | 1.11% | 1.11% | 1.11% | Q4 2022 | Q4 2022 | 1 |
Aurora Investment Managers, LLC. | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2023 | Q1 2023 | 1 |
Axel Capital Management, LLC | 1 | 1 | 11.46% | 11.46% | 11.46% | Q1 2022 | Q1 2022 | 1 |
Watson Rebecca | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
State of New Jersey Common Pension Fund E | 1 | 1 | 8.52% | 8.52% | 8.52% | Q1 2014 | Q1 2014 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2022 | Q1 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Lanham O'Dell & Company, Inc. | 1 | 1 | 1.15% | 1.15% | 1.15% | Q2 2022 | Q2 2022 | 1 |
GREEN ARROW CAPITAL MANAGEMENT LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2014 | Q3 2014 | 1 |
Daiwa Capital Markets America Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CXI Advisors | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
CATALYST FINANCIAL PARTNERS LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
EHP Funds Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2022 | Q3 2022 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Osbon Capital Management LLC | 1 | 1 | 1.61% | 1.61% | 1.61% | Q2 2019 | Q2 2019 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
SPHERA FUNDS MANAGEMENT LTD. | 1 | 1 | 0.58% | 0.58% | 0.58% | Q3 2017 | Q3 2017 | 1 |
Jafra Capital Management LP | 1 | 1 | 0.92% | 0.92% | 0.92% | Q4 2016 | Q4 2016 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2021 | Q2 2021 | 1 |
Context Partners Fund, L.P. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2020 | Q3 2020 | 1 |
Spectrum Wealth Advisory Group, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
COASTLAND CAPITAL LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q2 2015 | Q2 2015 | 1 |
SYMPHONY ASSET MANAGEMENT LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2018 | Q4 2018 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Renaissance Investment Group LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2016 | Q2 2016 | 1 |
Private Advisory Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2017 | Q2 2017 | 1 |
McAlister, Sweet & Associates, Inc. | 1 | 1 | 1.72% | 1.72% | 1.72% | Q1 2022 | Q1 2022 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Second Half Financial Partners, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2023 | Q2 2023 | 1 |
Praetorian PR LLC | 1 | 1 | 1.05% | 1.05% | 1.05% | Q1 2023 | Q1 2023 | 1 |
F-Squared Investment Management, LLC | 1 | 1 | 2.55% | 2.55% | 2.55% | Q2 2014 | Q2 2014 | 1 |
Oppenheimer & Close, Inc. | 1 | 1 | 5.71% | 5.71% | 5.71% | Q2 2013 | Q2 2013 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Invenomic Capital Management LP | 1 | 1 | 1.86% | 1.86% | 1.86% | Q2 2022 | Q2 2022 | 1 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
New World Advisors LLC | 1 | 1 | 6.42% | 6.42% | 6.42% | Q2 2021 | Q2 2021 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Wealthquest Corp | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
LUPO SECURITIES, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q1 2015 | Q1 2015 | 1 |
Cardinal Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
Abundance Wealth Counselors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Rotella Capital Management, Inc. | 1 | 1 | 0.67% | 0.67% | 0.67% | Q2 2014 | Q2 2014 | 1 |
BTS Asset Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Paradigm Financial Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
FourThought Financial Partners, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
Sage Advisory Services, Ltd.Co. | 1 | 1 | 3.43% | 3.43% | 3.43% | Q4 2016 | Q4 2016 | 1 |
Retirement Investment Advisors, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
RIA Advisory Group LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
FORTEM FINANCIAL GROUP, LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
Clarfeld Financial Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
HOWARD WEALTH MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
OTA Financial Group L.P. | 1 | 1 | 3.73% | 3.73% | 3.73% | Q1 2020 | Q1 2020 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 2.60% | 2.60% | 2.60% | Q2 2022 | Q2 2022 | 1 |
WELCH CAPITAL PARTNERS LLC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
IFS Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2020 | Q4 2020 | 1 |
SADOFF INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2016 | Q1 2016 | 1 |
Day & Ennis, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2018 | Q2 2018 | 1 |
Forge First Asset Management Inc. | 1 | 1 | 2.21% | 2.21% | 2.21% | Q1 2023 | Q1 2023 | 1 |
Schwab Charitable Fund | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2023 | Q1 2023 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2019 | Q1 2019 | 1 |
PAYDEN & RYGEL | 1 | 1 | 1.02% | 1.02% | 1.02% | Q2 2013 | Q2 2013 | 1 |
Mendota Financial Group, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
Crestline Management, LP | 1 | 1 | 1.55% | 1.55% | 1.55% | Q1 2019 | Q1 2019 | 1 |
TEGEAN CAPITAL MANAGEMENT, LLC | 1 | 1 | 13.96% | 13.96% | 13.96% | Q1 2014 | Q1 2014 | 1 |
MBM Wealth Consultants, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2014 | Q2 2014 | 1 |
Plaisance Capital LLC | 1 | 1 | 5.68% | 5.68% | 5.68% | Q2 2020 | Q2 2020 | 1 |
Core Wealth Partners LLC | 1 | 1 | 0.54% | 0.54% | 0.54% | Q2 2023 | Q2 2023 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
Zenit Asset Management AB | 1 | 1 | 4.31% | 4.31% | 4.31% | Q4 2014 | Q4 2014 | 1 |
VIAWEALTH, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q4 2022 | Q4 2022 | 1 |
Vestcor Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Financial & Tax Architects, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Full Sail Capital, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Community Financial Services Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
DT Investment Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
RVW Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
RAND WEALTH, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2013 | Q2 2013 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2019 | Q1 2019 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Signature Financial Management, Inc. | 1 | 1 | 0.40% | 0.40% | 0.40% | Q2 2013 | Q2 2013 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
First Houston Capital, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Empire Financial Management Company, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2023 | Q1 2023 | 1 |
Silver Bridge Capital Management LLC | 1 | 1 | 0.82% | 0.82% | 0.82% | Q2 2013 | Q2 2013 | 1 |
black-and-white Capital LP | 1 | 1 | 5.68% | 5.68% | 5.68% | Q3 2020 | Q3 2020 | 1 |
Whitaker-Myers Wealth Managers, LTD. | 1 | 1 | 0.47% | 0.47% | 0.47% | Q3 2023 | Q3 2023 | 1 |
Colony Family Offices, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
Brand Asset Management Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Cox Capital Mgt LLC | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2022 | Q4 2022 | 1 |
EDMOND DE ROTHSCHILD (MONACO) | 1 | 1 | 10.00% | 10.00% | 10.00% | Q3 2016 | Q3 2016 | 1 |
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC | 1 | 1 | 3.69% | 3.69% | 3.69% | Q1 2015 | Q1 2015 | 1 |
PCA Investment Advisory Services Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2023 | Q2 2023 | 1 |
Price Capital Management, Inc. | 1 | 1 | 2.45% | 2.45% | 2.45% | Q1 2019 | Q1 2019 | 1 |
SUMIT CAPITAL, LLC | 1 | 1 | 1.49% | 1.49% | 1.49% | Q2 2014 | Q2 2014 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
Beacon Pointe Wealth Advisors, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
Ascension Capital Advisors, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
FORT PITT CAPITAL GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
3Chopt Investment Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ORG Partners LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Rockwood Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
MADRONA FUNDS, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2019 | Q3 2019 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.81% | 0.81% | 0.81% | Q3 2023 | Q3 2023 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 5.21% | 5.21% | 5.21% | Q2 2013 | Q2 2013 | 1 |
MYECFO, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q1 2023 | Q1 2023 | 1 |
BROWN WEALTH MANAGEMENT, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2023 | Q2 2023 | 1 |
Corundum Trust Company, INC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2023 | Q2 2023 | 1 |
KPP Advisory Services LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q3 2023 | Q3 2023 | 1 |
Sterling Global Strategies LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2018 | Q4 2018 | 1 |
Equita Financial Network, Inc. | 1 | 1 | 1.53% | 1.53% | 1.53% | Q3 2023 | Q3 2023 | 1 |
Arlington Trust Co LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
SHARIAPORTFOLIO, INC. | 1 | 1 | 0.37% | 0.37% | 0.37% | Q3 2023 | Q3 2023 | 1 |
SYON CAPITAL LLC | 1 | 1 | 0.87% | 0.87% | 0.87% | Q3 2023 | Q3 2023 | 1 |
United Community Bank | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2023 | Q3 2023 | 1 |
Allen Mooney & Barnes Investment Advisors LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2023 | Q3 2023 | 1 |
Kiwi Wealth Investments Limited Partnership | 1 | 1 | 0.36% | 0.36% | 0.36% | Q3 2020 | Q3 2020 | 1 |
TOEWS CORP /ADV | 1 | 1 | 4.75% | 4.75% | 4.75% | Q3 2011 | Q3 2011 | 1 |
Austin Wealth Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2023 | Q3 2023 | 1 |
FutureAdvisor, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2015 | Q1 2015 | 1 |
UNIVEST FINANCIAL Corp | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Edgemoor Investment Advisors, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Financial Designs Corp | 1 | 1 | 0.27% | 0.27% | 0.27% | Q3 2023 | Q3 2023 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.82% | 0.82% | 0.82% | Q1 2015 | Q1 2015 | 1 |
Tamarack Advisers, LP | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Campbell Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
WALLER FINANCIAL PLANNING GROUP, INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q1 2023 | 1 |
Wealth Alliance Advisory Group, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2023 | Q1 2023 | 1 |
Moss Adams Wealth Advisors LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
Quaker Wealth Management, LLC | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2023 | Q3 2023 | 1 |
Lourd Capital, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q2 2014 | 1 |
SELZ CAPITAL LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q4 2018 | Q4 2018 | 1 |
BW Gestao de Investimentos Ltda. | 1 | 1 | 0.73% | 0.73% | 0.73% | Q4 2014 | Q4 2014 | 1 |
BLACK DIAMOND CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 10.97% | 10.97% | 10.97% | Q3 2020 | Q3 2020 | 1 |
SILVERBACK ASSET MANAGEMENT LLC | 1 | 1 | 2.64% | 2.64% | 2.64% | Q2 2014 | Q2 2014 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q4 2017 | 1 |
City Financial Investment Co Ltd | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2018 | Q4 2018 | 1 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q2 2016 | Q2 2016 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2013 | Q2 2013 | 1 |
Riverpoint Wealth Management Holdings, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Strategic Wealth Partners Group, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q1 2018 | Q1 2018 | 1 |
ANCORA FAMILY WEALTH ADVISORS, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2016 | Q3 2016 | 1 |
OPPENHEIMER ASSET MANAGEMENT INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
BEACONLIGHT CAPITAL, LLC | 1 | 1 | 1.70% | 1.70% | 1.70% | Q4 2014 | Q4 2014 | 1 |
TTP Investments, Inc. | 1 | 1 | 4.25% | 4.25% | 4.25% | Q3 2019 | Q3 2019 | 1 |
BERYLSON CAPITAL PARTNERS, LLC | 1 | 1 | 3.42% | 3.42% | 3.42% | Q4 2020 | Q4 2020 | 1 |
Perceptive Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Poehling Capital Management, INC. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2020 | Q4 2020 | 1 |
Index Management Solutions, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q1 2014 | 1 |
Triumph Capital Management | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2021 | Q2 2021 | 1 |
Kazazian Asset Management, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2015 | Q1 2015 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Rather & Kittrell, Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q4 2021 | 1 |
WILLIAM HARRIS INVESTORS INC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2013 | Q2 2013 | 1 |
Horan Capital Advisors, LLC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
Farmer Steven Patrick | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MRCap LP | 1 | 1 | 0.70% | 0.70% | 0.70% | Q2 2020 | Q2 2020 | 1 |
Buckley Wealth Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
PIPER SANDLER & CO. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2014 | Q2 2014 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
RAMSEY ASSET MANAGEMENT | 1 | 1 | 2.73% | 2.73% | 2.73% | Q3 2013 | Q3 2013 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 4.51% | 4.51% | 4.51% | Q2 2022 | Q2 2022 | 1 |
NORTHWESTERN MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
REAVES W H & CO INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Riverview Trust Co | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2023 | Q3 2023 | 1 |
Kavi Asset Management, LP | 1 | 1 | 4.14% | 4.14% | 4.14% | Q2 2016 | Q2 2016 | 1 |
PRINCETON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
Dynasty Wealth Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2018 | Q2 2018 | 1 |
CYRUS CAPITAL PARTNERS, L.P. | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2014 | Q1 2014 | 1 |
Sessa Capital IM, L.P. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2016 | Q1 2016 | 1 |
External links
This page lists all the filers that currently own SPDR GOLD TRUST or have owned SPDR GOLD TRUST in the past.