Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.14% | Q2 2013 | Q3 2023 | 121 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.01% | 0.13% | Q2 2013 | Q3 2023 | 104 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.06% | 0.51% | Q1 2014 | Q3 2023 | 104 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2023 | 95 |
Citadel Advisors | 33 | 4 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 90 |
Walleye Trading LLC | 26 | 5 | 0.00% | 0.01% | 0.11% | Q2 2013 | Q3 2023 | 90 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.02% | 0.19% | Q4 2015 | Q3 2023 | 84 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.05% | 0.43% | Q1 2012 | Q3 2023 | 83 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 78 |
Parallax Volatility Advisers, L.P. | 26 | 1 | 0.00% | 0.02% | 0.29% | Q4 2014 | Q1 2023 | 75 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.08% | Q2 2013 | Q3 2023 | 70 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q3 2023 | 70 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.02% | 0.17% | Q2 2013 | Q3 2023 | 69 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.01% | 0.10% | Q1 2013 | Q3 2023 | 67 |
HSBC HOLDINGS PLC | 38 | 38 | 0.00% | 0.02% | 0.10% | Q2 2014 | Q3 2023 | 61 |
BNP PARIBAS FINANCIAL MARKETS | 34 | 3 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 49 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.02% | 0.18% | Q2 2013 | Q3 2023 | 49 |
HAP Trading, LLC | 10 | 1 | 0.00% | 0.10% | 1.51% | Q2 2013 | Q2 2023 | 47 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 42 |
Cetera Advisors LLC | 42 | 42 | 0.01% | 0.16% | 0.77% | Q2 2013 | Q3 2023 | 42 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 42 |
STATE STREET CORP | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 41 | 41 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2023 | 41 |
LPL Financial LLC | 26 | 15 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.01% | 0.25% | 0.91% | Q4 2013 | Q4 2023 | 41 |
MAI Capital Management | 36 | 36 | 0.01% | 0.28% | 0.88% | Q4 2014 | Q3 2023 | 40 |
FRANKLIN RESOURCES INC | 40 | 40 | 0.00% | 0.04% | 0.15% | Q4 2013 | Q3 2023 | 40 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 6 | 0.00% | 0.10% | 0.57% | Q2 2013 | Q3 2023 | 40 |
AMERIPRISE FINANCIAL INC | 40 | 40 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 40 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 39 |
RAYMOND JAMES & ASSOCIATES | 39 | 39 | 0.00% | 0.01% | 0.02% | Q1 2014 | Q3 2023 | 39 |
HOLLENCREST CAPITAL MANAGEMENT | 37 | 2 | 0.06% | 0.15% | 0.31% | Q4 2013 | Q3 2023 | 39 |
GFS Advisors, LLC | 39 | 39 | 0.06% | 2.20% | 4.42% | Q1 2014 | Q3 2023 | 39 |
Focused Wealth Management, Inc | 28 | 10 | 0.00% | 0.84% | 7.19% | Q3 2013 | Q3 2023 | 38 |
STIFEL FINANCIAL CORP | 34 | 4 | 0.00% | 0.00% | 0.02% | Q1 2014 | Q3 2023 | 38 |
BlackRock Inc. | 18 | 12 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2023 | 38 |
SG Americas Securities, LLC | 13 | 7 | 0.00% | 0.09% | 0.35% | Q2 2013 | Q3 2023 | 38 |
Creative Planning | 18 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 38 |
DAVENPORT & Co LLC | 37 | 37 | 0.00% | 0.25% | 0.92% | Q2 2013 | Q2 2022 | 37 |
CIBC WORLD MARKET INC. | 35 | 2 | 0.00% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 37 |
US BANCORP \DE\ | 19 | 4 | 0.00% | 0.03% | 0.14% | Q2 2013 | Q3 2023 | 37 |
Koshinski Asset Management, Inc. | 19 | 16 | 0.03% | 0.13% | 0.25% | Q4 2014 | Q3 2023 | 35 |
SIGNATUREFD, LLC | 22 | 13 | 0.00% | 0.18% | 3.48% | Q3 2013 | Q3 2023 | 35 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 35 |
MUFG Americas Holdings Corp | 34 | 34 | 0.00% | 0.09% | 0.50% | Q2 2014 | Q3 2022 | 34 |
NOMURA HOLDINGS INC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q3 2013 | Q1 2023 | 34 |
Gradient Investments LLC | 24 | 10 | 0.00% | 0.48% | 3.46% | Q1 2015 | Q3 2023 | 34 |
ALLIANCEBERNSTEIN L.P. | 33 | 33 | 0.00% | 0.02% | 0.09% | Q3 2015 | Q3 2023 | 33 |
Capital Investment Counsel, Inc | 33 | 33 | 0.44% | 0.81% | 1.35% | Q1 2015 | Q1 2023 | 33 |
FLOW TRADERS U.S. LLC | 11 | 1 | 0.00% | 1.18% | 6.44% | Q4 2013 | Q3 2023 | 32 |
Raymond James Financial Services Advisors, Inc. | 15 | 1 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 32 |
SCOTIA CAPITAL INC. | 22 | 1 | 0.00% | 0.01% | 0.06% | Q1 2014 | Q1 2023 | 32 |
First Horizon Advisors, Inc. | 15 | 1 | 0.00% | 0.01% | 0.02% | Q1 2012 | Q2 2022 | 31 |
BLAIR WILLIAM & CO/IL | 30 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 31 |
FIRST MANHATTAN CO. LLC. | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Allworth Financial LP | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
ASHFORD CAPITAL MANAGEMENT INC | 18 | 13 | 0.19% | 0.54% | 1.33% | Q2 2014 | Q3 2023 | 31 |
Harel Insurance Investments & Financial Services Ltd. | 31 | 31 | 0.00% | 0.04% | 0.19% | Q1 2016 | Q3 2023 | 31 |
REILLY FINANCIAL ADVISORS, LLC | 16 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q4 2021 | 30 |
Pictet North America Advisors SA | 20 | 2 | 0.03% | 1.38% | 3.74% | Q4 2013 | Q3 2023 | 30 |
BANQUE PICTET & CIE SA | 20 | 2 | 0.00% | 0.09% | 0.27% | Q4 2014 | Q3 2023 | 30 |
SOL Capital Management CO | 22 | 3 | 0.03% | 0.09% | 0.13% | Q2 2013 | Q3 2023 | 30 |
Sigma Planning Corp | 22 | 3 | 0.01% | 0.05% | 0.16% | Q2 2015 | Q3 2023 | 29 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.01% | 0.03% | Q3 2013 | Q3 2023 | 29 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.09% | Q2 2015 | Q3 2023 | 29 |
COURIER CAPITAL LLC | 28 | 28 | 0.80% | 1.98% | 3.00% | Q4 2016 | Q3 2023 | 28 |
Mirae Asset Global Investments Co., Ltd. | 21 | 1 | 0.00% | 0.14% | 0.74% | Q4 2013 | Q1 2022 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.00% | 0.05% | 0.15% | Q4 2016 | Q3 2023 | 28 |
Cambridge Investment Research Advisors, Inc. | 10 | 3 | 0.00% | 0.01% | 0.05% | Q4 2013 | Q3 2023 | 28 |
Squarepoint Ops LLC | 7 | 2 | 0.00% | 0.03% | 0.14% | Q2 2017 | Q3 2023 | 28 |
Capital Investment Advisory Services, LLC | 28 | 28 | 0.00% | 0.10% | 0.30% | Q4 2016 | Q3 2023 | 28 |
FIFTH THIRD BANCORP | 17 | 10 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
IFP Advisors, Inc | 15 | 1 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q1 2023 | 27 |
APPLETON PARTNERS INC/MA | 23 | 4 | 0.02% | 0.04% | 0.06% | Q1 2017 | Q4 2023 | 27 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 20 | 1 | 0.00% | 0.01% | 0.10% | Q3 2013 | Q3 2023 | 27 |
TWO SIGMA SECURITIES, LLC | 5 | 1 | 0.00% | 0.04% | 0.30% | Q2 2016 | Q3 2023 | 27 |
Allianz Asset Management GmbH | 10 | 4 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 27 |
RITHOLTZ WEALTH MANAGEMENT | 26 | 1 | 0.07% | 0.36% | 2.83% | Q4 2016 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 26 | 26 | 0.00% | 0.01% | 0.07% | Q3 2013 | Q4 2019 | 26 |
AXA S.A. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2019 | 26 |
Carroll Financial Associates, Inc. | 25 | 1 | 0.00% | 0.13% | 1.02% | Q2 2013 | Q4 2021 | 26 |
Baird Financial Group, Inc. | 20 | 6 | 0.00% | 0.16% | 0.43% | Q2 2015 | Q4 2021 | 26 |
R.M.SINCERBEAUX CAPITAL MANAGEMENT LLC | 14 | 1 | 0.14% | 0.25% | 0.50% | Q1 2016 | Q3 2023 | 26 |
Parallel Advisors, LLC | 26 | 26 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 26 |
Twin Tree Management, LP | 4 | 2 | 0.00% | 0.05% | 0.24% | Q1 2017 | Q1 2021 | 26 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 25 | 25 | 0.01% | 0.03% | 0.07% | Q2 2014 | Q2 2020 | 25 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.02% | 0.32% | 1.61% | Q2 2015 | Q3 2023 | 25 |
Private Advisor Group, LLC | 24 | 1 | 0.00% | 0.02% | 0.05% | Q3 2014 | Q3 2023 | 25 |
J.P. Morgan Private Wealth Advisors LLC | 21 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 25 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
Fisher Asset Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q3 2023 | 24 |
Compagnie Lombard Odier SCmA | 9 | 2 | 0.00% | 0.02% | 0.10% | Q4 2013 | Q2 2022 | 24 |
Janney Montgomery Scott LLC | 12 | 2 | 0.00% | 0.00% | 0.02% | Q2 2014 | Q3 2023 | 24 |
Clal Insurance Enterprises Holdings Ltd | 24 | 24 | 0.01% | 0.11% | 0.33% | Q4 2014 | Q3 2020 | 24 |
Global Endowment Management, LP | 22 | 2 | 0.02% | 0.58% | 1.35% | Q2 2017 | Q2 2023 | 24 |
Whitnell & Co. | 24 | 24 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q4 2019 | 24 |
FMR LLC | 22 | 2 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 24 |
Banco Santander, S.A. | 23 | 23 | 0.04% | 0.09% | 0.19% | Q1 2018 | Q3 2023 | 23 |
Rockefeller Capital Management L.P. | 23 | 23 | 0.02% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 23 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 12 | 11 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q4 2019 | 23 |
CALTON & ASSOCIATES, INC. | 23 | 23 | 0.13% | 0.30% | 0.54% | Q4 2017 | Q2 2023 | 23 |
Bank of New York Mellon Corp | 10 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2021 | 23 |
Private Wealth Advisors, LLC | 20 | 20 | 0.00% | 3.13% | 5.13% | Q4 2018 | Q3 2023 | 23 |
Arlington Partners LLC | 23 | 23 | 0.04% | 0.11% | 0.20% | Q4 2017 | Q2 2023 | 23 |
BROWN ADVISORY INC | 20 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 16 | 3 | 0.02% | 0.08% | 0.15% | Q4 2016 | Q3 2023 | 23 |
Evercore Wealth Management, LLC | 10 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q3 2023 | 23 |
KINGS POINT CAPITAL MANAGEMENT | 22 | 22 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2018 | 22 |
Homrich & Berg | 22 | 22 | 0.03% | 2.05% | 8.91% | Q2 2013 | Q3 2018 | 22 |
Global Retirement Partners, LLC | 10 | 5 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 22 |
Tower Research Capital LLC (TRC) | 9 | 1 | 0.00% | 0.00% | 0.03% | Q1 2016 | Q2 2023 | 22 |
ClearBridge Investments | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2018 | 22 |
Ionic Capital Management LLC | 9 | 9 | 0.03% | 0.49% | 1.49% | Q1 2016 | Q1 2018 | 22 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.02% | 0.13% | Q4 2014 | Q2 2023 | 22 |
Roundview Capital LLC | 17 | 5 | 0.02% | 0.06% | 0.12% | Q4 2015 | Q4 2021 | 22 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.00% | 0.00% | 0.03% | Q1 2017 | Q3 2023 | 21 |
TIRSCHWELL & LOEWY INC | 21 | 21 | 0.59% | 1.14% | 1.57% | Q2 2013 | Q2 2018 | 21 |
LFA - Lugano Financial Advisors SA | 16 | 5 | 1.14% | 3.73% | 8.04% | Q2 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.04% | 0.20% | Q3 2018 | Q3 2023 | 21 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 20 |
THRIVENT FINANCIAL FOR LUTHERANS | 9 | 5 | 0.00% | 0.12% | 0.41% | Q2 2013 | Q2 2022 | 20 |
Avondale Wealth Management | 20 | 20 | 0.04% | 0.09% | 0.22% | Q4 2018 | Q3 2023 | 20 |
Vantage Investment Advisors, LLC | 20 | 20 | 0.01% | 0.01% | 0.03% | Q4 2013 | Q3 2018 | 20 |
BANK HAPOALIM BM | 20 | 20 | 0.11% | 1.33% | 5.04% | Q4 2013 | Q3 2018 | 20 |
InterOcean Capital, LLC | 20 | 20 | 0.05% | 0.62% | 1.09% | Q3 2015 | Q2 2020 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 0.32% | 0.44% | 0.57% | Q4 2018 | Q3 2023 | 20 |
BREWIN DOLPHIN LTD | 20 | 20 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q2 2022 | 20 |
BANK OF NOVA SCOTIA | 16 | 2 | 0.00% | 0.01% | 0.08% | Q1 2013 | Q3 2023 | 20 |
Cetera Advisor Networks LLC | 13 | 1 | 0.00% | 0.09% | 0.28% | Q1 2013 | Q3 2023 | 19 |
CULLEN/FROST BANKERS, INC. | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
Investors Research Corp | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
Highlander Capital Management, LLC | 18 | 18 | 0.01% | 0.06% | 0.12% | Q4 2014 | Q1 2019 | 18 |
B. Riley Wealth Advisors, Inc. | 11 | 1 | 0.00% | 0.08% | 0.25% | Q3 2013 | Q3 2023 | 18 |
Money Design Co.,Ltd. | 9 | 9 | 0.05% | 1.57% | 3.27% | Q4 2018 | Q3 2023 | 18 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 1 | 0.00% | 0.01% | 0.08% | Q4 2014 | Q4 2018 | 18 |
MURPHY CAPITAL MANAGEMENT INC | 9 | 2 | 0.04% | 0.31% | 1.29% | Q2 2013 | Q1 2019 | 18 |
Geneos Wealth Management Inc. | 14 | 1 | 0.00% | 0.04% | 0.23% | Q1 2016 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2014 | 18 |
PRUDENTIAL PLC | 10 | 1 | 0.00% | 0.04% | 0.39% | Q2 2018 | Q3 2023 | 18 |
Bellecapital International Ltd. | 5 | 2 | 0.05% | 0.17% | 0.85% | Q4 2013 | Q3 2023 | 18 |
SVB WEALTH LLC | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Keel Point, LLC | 14 | 1 | 0.04% | 0.36% | 1.75% | Q3 2015 | Q4 2021 | 18 |
D.A. DAVIDSON & CO. | 17 | 17 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2017 | 17 |
Commonwealth Equity Services, Inc | 17 | 17 | 0.01% | 0.02% | 0.05% | Q3 2013 | Q3 2017 | 17 |
Dorsey & Whitney Trust CO LLC | 8 | 1 | 0.02% | 0.15% | 0.22% | Q2 2013 | Q4 2021 | 17 |
WHALEROCK POINT PARTNERS, LLC | 10 | 7 | 0.10% | 0.26% | 0.58% | Q4 2013 | Q1 2018 | 17 |
BBR PARTNERS, LLC | 13 | 4 | 0.03% | 0.08% | 0.18% | Q2 2013 | Q1 2020 | 17 |
Formidable Asset Management, LLC | 10 | 1 | 0.05% | 0.17% | 0.39% | Q3 2016 | Q2 2021 | 17 |
JCIC Asset Management Inc. | 17 | 17 | 3.03% | 5.94% | 11.25% | Q2 2013 | Q2 2017 | 17 |
CenterStar Asset Management, LLC | 3 | 1 | 0.00% | 0.11% | 0.28% | Q4 2017 | Q3 2023 | 17 |
HOWARD CAPITAL MANAGEMENT | 9 | 8 | 0.04% | 0.82% | 1.60% | Q4 2013 | Q4 2018 | 17 |
Neuberger Berman Group LLC | 12 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2020 | 17 |
NATIONAL PLANNING CORP | 17 | 17 | 0.04% | 0.08% | 0.11% | Q3 2013 | Q3 2017 | 17 |
Virtu KCG Holdings LLC | 16 | 16 | 0.01% | 0.04% | 0.10% | Q3 2013 | Q2 2017 | 16 |
CAPSTONE INVESTMENT ADVISORS, LLC | 4 | 1 | 0.00% | 0.09% | 0.28% | Q1 2017 | Q2 2022 | 16 |
Pinnacle Advisory Group, Inc. | 9 | 7 | 0.03% | 0.31% | 0.99% | Q4 2014 | Q4 2018 | 16 |
Assured Investment Management LLC | 8 | 8 | 0.00% | 0.84% | 2.94% | Q1 2017 | Q4 2018 | 16 |
HARVEST CAPITAL MANAGEMENT INC | 16 | 16 | 0.24% | 4.20% | 7.31% | Q2 2013 | Q1 2017 | 16 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 16 | 16 | 0.01% | 0.10% | 0.26% | Q4 2019 | Q3 2023 | 16 |
ASSETMARK, INC | 15 | 1 | 0.00% | 0.09% | 0.34% | Q2 2014 | Q3 2023 | 16 |
MML INVESTORS SERVICES, LLC | 9 | 7 | 0.00% | 0.02% | 0.06% | Q2 2017 | Q3 2023 | 16 |
Caprock Group, LLC | 16 | 16 | 0.12% | 1.47% | 5.00% | Q4 2014 | Q3 2018 | 16 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
TORONTO DOMINION BANK | 6 | 2 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2021 | 16 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 15 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2023 | 15 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 7 | 1 | 0.00% | 0.01% | 0.02% | Q3 2015 | Q3 2023 | 15 |
Migdal Insurance & Financial Holdings Ltd. | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2020 | 15 |
Diversified Trust Co | 12 | 3 | 0.04% | 0.42% | 2.95% | Q2 2013 | Q3 2019 | 15 |
Disciplined Investments, LLC | 15 | 15 | 0.02% | 0.03% | 0.06% | Q4 2019 | Q2 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q4 2016 | 15 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 15 | 15 | 0.00% | 0.02% | 0.08% | Q4 2014 | Q2 2018 | 15 |
Itau Unibanco Holding S.A. | 14 | 1 | 0.02% | 0.44% | 1.54% | Q2 2016 | Q3 2020 | 15 |
Jackson Hole Capital Partners, LLC | 12 | 3 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.00% | 0.01% | 0.05% | Q2 2016 | Q4 2019 | 15 |
Graypoint LLC | 15 | 15 | 0.19% | 0.36% | 0.64% | Q1 2020 | Q3 2023 | 15 |
BOURGEON CAPITAL MANAGEMENT LLC | 15 | 15 | 0.00% | 0.15% | 2.13% | Q4 2019 | Q2 2023 | 15 |
DORCHESTER WEALTH MANAGEMENT Co | 15 | 15 | 0.56% | 0.80% | 0.96% | Q1 2020 | Q3 2023 | 15 |
M Holdings Securities, Inc. | 10 | 5 | 0.04% | 0.09% | 0.21% | Q1 2019 | Q1 2023 | 15 |
Relative Value Partners Group, LLC | 11 | 4 | 0.02% | 0.32% | 1.55% | Q2 2015 | Q4 2019 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
INTEGRAL DERIVATIVES, LLC | 5 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q1 2018 | 15 |
THOMPSON SIEGEL & WALMSLEY LLC | 8 | 6 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q4 2018 | 14 |
Brinker Capital Investments, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2019 | 14 |
Westside Investment Management, Inc. | 8 | 6 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2022 | 14 |
Kore Private Wealth LLC | 9 | 2 | 0.00% | 0.13% | 0.35% | Q4 2018 | Q3 2022 | 14 |
Ancora Advisors LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q1 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 7 | 1 | 0.00% | 0.02% | 0.23% | Q1 2016 | Q3 2023 | 14 |
FIDUCIARY TRUST INTERNATIONAL LLC | 11 | 3 | 0.09% | 0.13% | 0.25% | Q3 2013 | Q1 2017 | 14 |
BB&T SECURITIES, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q4 2018 | 14 |
PERSONAL CFO SOLUTIONS, LLC | 13 | 1 | 0.00% | 0.11% | 0.31% | Q3 2019 | Q2 2023 | 14 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 13 |
BAILARD, INC. | 13 | 13 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q4 2021 | 13 |
NEXT Financial Group, Inc | 9 | 1 | 0.00% | 0.11% | 0.21% | Q2 2014 | Q4 2021 | 13 |
Column Capital Advisors, LLC | 10 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 13 |
M&T BANK CORP | 9 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 13 |
Virtu Financial LLC | 5 | 1 | 0.01% | 0.06% | 0.14% | Q1 2015 | Q2 2023 | 13 |
Psagot Value Holdings Ltd. | 7 | 1 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q4 2017 | 13 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 13 | 13 | 0.03% | 0.06% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 13 |
Belpointe Asset Management LLC | 13 | 13 | 0.01% | 0.02% | 0.12% | Q3 2020 | Q3 2023 | 13 |
SUNTRUST BANKS INC | 13 | 13 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q2 2016 | 13 |
REGENTATLANTIC CAPITAL LLC | 13 | 13 | 0.38% | 0.82% | 1.14% | Q2 2013 | Q2 2016 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.02% | 0.04% | 0.06% | Q2 2016 | Q2 2019 | 13 |
GLENMEDE TRUST CO NA | 11 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2022 | 13 |
Veritable, L.P. | 13 | 13 | 0.02% | 0.03% | 0.04% | Q1 2013 | Q1 2016 | 13 |
InterOcean Capital Group, LLC | 12 | 12 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
MARSHALL WACE, LLP | 4 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q1 2023 | 12 |
IHT Wealth Management, LLC | 12 | 12 | 0.01% | 0.32% | 0.91% | Q4 2016 | Q3 2019 | 12 |
Kelman-Lazarov, Inc. | 11 | 1 | 0.11% | 0.25% | 0.31% | Q1 2016 | Q1 2019 | 12 |
Crescent Grove Advisors, LLC | 12 | 12 | 0.10% | 0.27% | 0.57% | Q2 2017 | Q1 2020 | 12 |
Cerity Partners LLC | 12 | 12 | 0.02% | 0.67% | 1.05% | Q1 2017 | Q4 2019 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2016 | 12 |
TWO SIGMA INVESTMENTS, LP | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2023 | 12 |
BALDWIN BROTHERS LLC/MA | 8 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q1 2022 | 12 |
PARK AVENUE SECURITIES LLC | 12 | 12 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q2 2023 | 12 |
MILLENNIUM MANAGEMENT LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 12 |
RWA WEALTH PARTNERS, LLC | 12 | 12 | 0.12% | 0.15% | 0.18% | Q1 2017 | Q4 2019 | 12 |
Fieldpoint Private Securities, LLC | 12 | 12 | 0.06% | 0.10% | 0.16% | Q1 2017 | Q4 2019 | 12 |
Atria Investments, Inc | 11 | 1 | 0.01% | 0.15% | 0.40% | Q2 2015 | Q3 2019 | 12 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2018 | 12 |
CONNING INC. | 12 | 12 | 0.03% | 0.05% | 0.07% | Q4 2015 | Q3 2018 | 12 |
Carnegie Capital Asset Management, LLC | 11 | 11 | 0.03% | 0.07% | 0.12% | Q3 2014 | Q1 2017 | 11 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.03% | 0.14% | 0.76% | Q4 2019 | Q2 2022 | 11 |
VSR Financial Services, Inc. | 11 | 11 | 0.04% | 0.30% | 0.46% | Q3 2013 | Q1 2016 | 11 |
MOODY LYNN & LIEBERSON, LLC | 8 | 1 | 0.04% | 0.55% | 1.55% | Q3 2013 | Q4 2018 | 11 |
Weiss Asset Management LP | 11 | 11 | 0.00% | 0.47% | 1.20% | Q2 2019 | Q4 2021 | 11 |
SpiderRock Advisors, LLC | 3 | 2 | 0.01% | 0.02% | 0.06% | Q2 2017 | Q4 2020 | 11 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q2 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NATIXIS | 7 | 4 | 0.00% | 0.00% | 0.02% | Q3 2014 | Q1 2019 | 11 |
Patten Group, Inc. | 11 | 11 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2018 | 11 |
Fiera Capital Corp | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2016 | 11 |
Evanson Asset Management, LLC | 11 | 11 | 0.17% | 0.20% | 0.25% | Q4 2013 | Q2 2016 | 11 |
Efficient Market Advisors, LLC | 11 | 11 | 0.04% | 0.27% | 0.91% | Q2 2013 | Q4 2015 | 11 |
Main Management LLC | 11 | 11 | 0.27% | 0.33% | 0.39% | Q3 2013 | Q1 2016 | 11 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 11 | 11 | 0.01% | 0.07% | 0.15% | Q1 2021 | Q3 2023 | 11 |
Winslow, Evans & Crocker, Inc. | 11 | 11 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q2 2016 | 11 |
SOA Wealth Advisors, LLC. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
TRUIST FINANCIAL CORP | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 10 |
Activest Wealth Management | 9 | 1 | 0.00% | 0.01% | 0.04% | Q1 2021 | Q3 2023 | 10 |
Kestra Advisory Services, LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2023 | 10 |
NORTHERN TRUST CORP | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2021 | 10 |
MID CONTINENT CAPITAL LLC/IL | 10 | 10 | 0.05% | 0.12% | 0.16% | Q2 2013 | Q3 2015 | 10 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.19% | 1.03% | Q2 2016 | Q1 2023 | 10 |
Brown Advisory Securities, LLC | 5 | 2 | 0.04% | 0.10% | 0.17% | Q3 2013 | Q2 2020 | 10 |
Circle Wealth Management, LLC | 7 | 3 | 0.01% | 0.20% | 0.36% | Q4 2016 | Q3 2023 | 10 |
ZWJ INVESTMENT COUNSEL INC | 10 | 10 | 0.06% | 0.06% | 0.07% | Q1 2017 | Q2 2019 | 10 |
S. R. Schill & Associates | 6 | 4 | 2.04% | 3.11% | 4.00% | Q1 2015 | Q1 2018 | 10 |
CLEAR STREET MARKETS LLC | 4 | 1 | 0.01% | 0.10% | 0.28% | Q2 2015 | Q3 2023 | 10 |
GenTrust, LLC | 9 | 1 | 0.03% | 0.07% | 0.08% | Q4 2016 | Q4 2019 | 10 |
Center for Financial Planning, Inc. | 10 | 10 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
FMA ADVISORY INC | 10 | 10 | 0.10% | 0.15% | 0.25% | Q3 2017 | Q4 2019 | 10 |
Stratos Wealth Partners, LTD. | 8 | 2 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 10 |
BlueCrest Capital Management Ltd | 5 | 5 | 0.03% | 0.21% | 0.91% | Q1 2022 | Q1 2023 | 10 |
Bruderman Asset Management, LLC | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2019 | 10 |
Nuveen Asset Management, LLC | 9 | 1 | 0.00% | 0.02% | 0.06% | Q2 2015 | Q3 2020 | 10 |
BTR CAPITAL MANAGEMENT INC | 7 | 3 | 0.04% | 0.15% | 0.49% | Q1 2014 | Q4 2016 | 10 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 9 |
Telemetry Investments, L.L.C. | 4 | 1 | 1.20% | 2.80% | 7.31% | Q4 2014 | Q4 2021 | 9 |
Horizon Investments, LLC | 6 | 6 | 1.33% | 4.65% | 8.12% | Q1 2017 | Q2 2018 | 9 |
Rafferty Asset Management, LLC | 9 | 9 | 0.01% | 0.03% | 0.05% | Q3 2017 | Q3 2019 | 9 |
GRIFFIN ASSET MANAGEMENT, INC. | 9 | 9 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q3 2023 | 9 |
CAPTRUST FINANCIAL ADVISORS | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 9 |
Hexavest Inc. | 4 | 2 | 0.00% | 0.04% | 0.14% | Q2 2014 | Q3 2019 | 9 |
IPG Investment Advisors LLC | 5 | 2 | 0.16% | 0.21% | 0.34% | Q2 2015 | Q3 2018 | 9 |
Voya Financial Advisors, Inc. | 7 | 2 | 0.02% | 0.03% | 0.04% | Q1 2015 | Q2 2017 | 9 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 2 | 1 | 0.02% | 0.29% | 0.77% | Q2 2017 | Q4 2018 | 9 |
KING LUTHER CAPITAL MANAGEMENT CORP | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2019 | 9 |
Waverly Advisors, LLC | 6 | 1 | 0.02% | 0.04% | 0.05% | Q4 2013 | Q1 2020 | 9 |
Spot Trading L.L.C | 4 | 1 | 0.01% | 0.04% | 0.12% | Q1 2015 | Q1 2017 | 9 |
Omnia Family Wealth, LLC | 9 | 9 | 0.02% | 0.03% | 0.03% | Q4 2016 | Q4 2018 | 9 |
BOENNING & SCATTERGOOD, INC. | 7 | 1 | 0.04% | 0.05% | 0.06% | Q4 2019 | Q4 2022 | 9 |
Wunderlich Capital Managemnt | 9 | 9 | 0.54% | 0.72% | 0.87% | Q4 2013 | Q4 2015 | 9 |
Snowden Capital Advisors LLC | 3 | 1 | 0.00% | 0.03% | 0.21% | Q4 2017 | Q2 2023 | 9 |
JNBA Financial Advisors | 7 | 1 | 0.00% | 0.02% | 0.13% | Q3 2016 | Q2 2020 | 9 |
PATHSTONE FAMILY OFFICE, LLC | 7 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 9 |
ROCKEFELLER FINANCIAL SERVICES INC | 9 | 9 | 0.01% | 0.02% | 0.03% | Q4 2015 | Q4 2017 | 9 |
Barry Investment Advisors, LLC | 9 | 9 | 0.00% | 0.32% | 0.50% | Q4 2014 | Q4 2016 | 9 |
JANUS HENDERSON GROUP PLC | 5 | 3 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2019 | 8 |
First Allied Advisory Services, Inc. | 5 | 1 | 0.00% | 0.03% | 0.09% | Q1 2014 | Q3 2019 | 8 |
OPPENHEIMER & CO INC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q1 2018 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.01% | 0.07% | Q4 2021 | Q3 2023 | 8 |
Ferris Capital, LLC | 8 | 8 | 0.06% | 0.08% | 0.13% | Q2 2017 | Q1 2019 | 8 |
Stelac Advisory Services LLC | 5 | 1 | 0.03% | 0.04% | 0.05% | Q4 2015 | Q4 2020 | 8 |
Quantitative Investment Management, LLC | 3 | 2 | 0.02% | 0.14% | 0.29% | Q3 2018 | Q4 2022 | 8 |
Allie Family Office LLC | 8 | 8 | 2.30% | 3.04% | 3.46% | Q4 2021 | Q3 2023 | 8 |
Relative Value Partners, LLC | 8 | 8 | 0.04% | 0.05% | 0.08% | Q2 2013 | Q1 2015 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.43% | 0.52% | 0.72% | Q4 2020 | Q3 2023 | 8 |
Vontobel Holding Ltd. | 7 | 1 | 0.00% | 0.03% | 0.04% | Q3 2021 | Q3 2023 | 8 |
Yorktown Management & Research Co Inc | 8 | 8 | 0.03% | 0.04% | 0.05% | Q1 2014 | Q4 2015 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Bluefin Trading, LLC | 3 | 1 | 0.01% | 0.22% | 0.82% | Q1 2014 | Q2 2019 | 8 |
55I, LLC | 5 | 3 | 0.04% | 0.15% | 0.28% | Q2 2019 | Q3 2022 | 8 |
GUGGENHEIM CAPITAL LLC | 8 | 8 | 0.04% | 0.06% | 0.09% | Q3 2013 | Q2 2015 | 8 |
Price Wealth, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q1 2020 | 8 |
Sierra Capital LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q4 2022 | 8 |
NEW YORK STATE COMMON RETIREMENT FUND | 5 | 1 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q2 2023 | 8 |
MMBG INVESTMENT ADVISORS CO. | 8 | 8 | 0.12% | 0.27% | 0.37% | Q4 2021 | Q3 2023 | 8 |
Aptus Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Jane Street Holding, LLC | 3 | 3 | 0.01% | 0.06% | 0.11% | Q2 2013 | Q4 2013 | 8 |
QUADRANT CAPITAL GROUP LLC | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 8 |
Rathbones Group PLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q4 2013 | Q3 2023 | 8 |
Lindbrook Capital, LLC | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Magnus Financial Group LLC | 8 | 8 | 0.04% | 0.09% | 0.16% | Q3 2021 | Q2 2023 | 8 |
Upper Left Wealth Management, LLC | 8 | 8 | 1.66% | 1.84% | 2.24% | Q4 2021 | Q3 2023 | 8 |
Perigon Wealth Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q4 2020 | 8 |
B. Riley Wealth Management, Inc. | 8 | 8 | 0.18% | 0.37% | 0.70% | Q1 2014 | Q4 2015 | 8 |
Allspring Global Investments Holdings, LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q4 2022 | 7 |
Beacon Capital Management, Inc. | 4 | 1 | 0.00% | 0.01% | 0.03% | Q4 2013 | Q2 2020 | 7 |
Spruce Investment Advisors LLC | 7 | 7 | 0.14% | 4.56% | 7.43% | Q3 2014 | Q1 2016 | 7 |
LOEB PARTNERS CORP | 7 | 7 | 1.82% | 2.19% | 2.77% | Q1 2015 | Q3 2016 | 7 |
CAXTON ASSOCIATES LP | 2 | 1 | 0.03% | 1.16% | 7.05% | Q3 2013 | Q3 2022 | 7 |
Braver Wealth Management, LLC | 6 | 1 | 0.14% | 0.23% | 0.48% | Q4 2014 | Q4 2016 | 7 |
Oakworth Capital, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2022 | 7 |
CREDIT AGRICOLE S A | 7 | 7 | 0.01% | 0.03% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Bangor Savings Bank | 7 | 7 | 0.94% | 1.01% | 1.06% | Q2 2015 | Q4 2016 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q4 2020 | 7 |
Accuvest Global Advisors | 7 | 7 | 0.10% | 0.17% | 0.25% | Q1 2017 | Q3 2018 | 7 |
PRIVATE ASSET MANAGEMENT INC | 7 | 7 | 0.18% | 0.33% | 0.49% | Q2 2018 | Q4 2019 | 7 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 7 | 7 | 0.00% | 0.10% | 0.21% | Q2 2017 | Q4 2018 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Pacific Center for Financial Services | 7 | 7 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q4 2019 | 7 |
Deer Park Road Corp | 6 | 1 | 0.16% | 0.76% | 1.66% | Q1 2019 | Q2 2023 | 7 |
BLACKROCK ADVISORS LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q4 2016 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.17% | 0.20% | 0.22% | Q1 2022 | Q3 2023 | 7 |
WBH ADVISORY INC | 4 | 3 | 0.17% | 0.41% | 0.74% | Q4 2021 | Q3 2023 | 7 |
PUZO MICHAEL J | 7 | 7 | 0.50% | 0.77% | 0.90% | Q1 2013 | Q3 2014 | 7 |
Invictus RG | 4 | 1 | 0.33% | 8.98% | 27.30% | Q2 2019 | Q2 2021 | 7 |
Opera Trading Capital | 7 | 7 | 0.00% | 0.01% | 0.01% | Q2 2017 | Q4 2018 | 7 |
UBS ASSET MANAGEMENT AMERICAS INC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2019 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
TD ASSET MANAGEMENT INC | 4 | 1 | 0.04% | 0.12% | 0.22% | Q1 2015 | Q1 2018 | 7 |
StrategIQ Financial Group, LLC | 7 | 7 | 0.76% | 0.99% | 1.50% | Q4 2015 | Q2 2017 | 7 |
CWM, LLC | 5 | 1 | 0.00% | 0.01% | 0.03% | Q4 2017 | Q3 2023 | 7 |
Harvest Fund Management Co., Ltd | 5 | 1 | 0.02% | 0.07% | 0.11% | Q3 2017 | Q4 2019 | 7 |
DUBUQUE BANK & TRUST CO | 7 | 7 | 0.02% | 0.15% | 0.23% | Q2 2013 | Q4 2014 | 7 |
Cornerstone Wealth Management, LLC | 6 | 1 | 0.04% | 0.26% | 1.51% | Q1 2016 | Q3 2018 | 7 |
Prospera Financial Services Inc | 3 | 1 | 0.00% | 0.06% | 0.14% | Q4 2017 | Q3 2023 | 7 |
ROTHSCHILD INVESTMENT LLC /IL | 7 | 7 | 0.03% | 0.06% | 0.17% | Q3 2016 | Q1 2018 | 7 |
Integrated Wealth Management | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2016 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 |
BAR HARBOR TRUST SERVICES | 7 | 7 | 0.12% | 0.18% | 0.23% | Q2 2015 | Q4 2016 | 7 |
VisionPoint Advisory Group, LLC | 6 | 6 | 0.18% | 0.28% | 0.38% | Q4 2020 | Q1 2022 | 6 |
Lido Advisors, LLC | 6 | 6 | 0.01% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
QUATTRO FINANCIAL ADVISORS LLC | 5 | 1 | 0.16% | 0.29% | 0.41% | Q2 2017 | Q1 2022 | 6 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q4 2020 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 6 | 6 | 1.15% | 3.11% | 4.44% | Q1 2017 | Q2 2018 | 6 |
Greystone Financial Group, LLC | 6 | 6 | 0.22% | 0.73% | 1.25% | Q4 2020 | Q1 2022 | 6 |
SeaCrest Wealth Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q1 2019 | 6 |
Strategic Wealth Investment Group, LLC | 6 | 6 | 0.03% | 0.05% | 0.07% | Q1 2022 | Q2 2023 | 6 |
WHITTIER TRUST CO OF NEVADA INC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 6 |
WRAPMANAGER INC | 6 | 6 | 0.45% | 0.61% | 0.86% | Q4 2012 | Q1 2014 | 6 |
New Vernon Capital Holdings II LLC | 6 | 6 | 0.59% | 1.57% | 2.26% | Q3 2018 | Q4 2019 | 6 |
Jacobi Capital Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q3 2017 | 6 |
Jefferies Group LLC | 1 | 1 | 0.00% | 0.11% | 0.30% | Q1 2015 | Q1 2022 | 6 |
SYNOVUS FINANCIAL CORP | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2020 | 6 |
Brickley Wealth Management | 6 | 6 | 0.10% | 0.11% | 0.12% | Q3 2018 | Q4 2019 | 6 |
Tradewinds Capital Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2019 | 6 |
SILVERLAKE WEALTH MANAGEMENT LLC | 6 | 6 | 0.12% | 0.21% | 0.29% | Q1 2022 | Q2 2023 | 6 |
Stratos Wealth Advisors, LLC | 5 | 1 | 0.02% | 0.18% | 0.32% | Q1 2020 | Q3 2023 | 6 |
STEEL GROVE CAPITAL ADVISORS, LLC | 6 | 6 | 0.08% | 0.19% | 0.31% | Q2 2013 | Q3 2014 | 6 |
COLDSTREAM CAPITAL MANAGEMENT INC | 6 | 6 | 0.69% | 1.06% | 1.51% | Q3 2013 | Q4 2014 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
1832 Asset Management L.P. | 5 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q4 2016 | 6 |
Canton Hathaway, LLC | 6 | 6 | 0.01% | 0.05% | 0.19% | Q3 2018 | Q4 2019 | 6 |
Rock Point Advisors, LLC | 6 | 6 | 0.25% | 1.27% | 1.85% | Q3 2016 | Q4 2017 | 6 |
Stonehage Fleming Financial Services Holdings Ltd | 6 | 6 | 0.01% | 0.01% | 0.02% | Q3 2017 | Q4 2018 | 6 |
Bray Capital Advisors | 6 | 6 | 0.01% | 0.19% | 0.42% | Q1 2015 | Q2 2016 | 6 |
Summit Trail Advisors, LLC | 4 | 1 | 0.00% | 0.02% | 0.03% | Q4 2017 | Q3 2023 | 6 |
DRW Securities, LLC | 3 | 1 | 0.01% | 0.28% | 0.66% | Q1 2018 | Q2 2020 | 6 |
Financial Architects, Inc | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q2 2016 | 6 |
HUNTINGTON NATIONAL BANK | 5 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 6 |
WFG Advisors, LP | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q4 2016 | 6 |
Sargent Bickham Lagudis LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q2 2017 | 6 |
BAIRD ROBERT W & CO INC /WI/ | 6 | 6 | 0.01% | 0.09% | 0.46% | Q4 2013 | Q1 2015 | 6 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4 | 2 | 0.12% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 6 |
MASSMUTUAL TRUST CO FSB/ADV | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2017 | 6 |
AdvisorNet Financial, Inc | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 5 |
Gupta Wealth Management LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q1 2016 | 5 |
Blume Capital Management, Inc. | 4 | 1 | 0.01% | 0.03% | 0.04% | Q4 2013 | Q1 2020 | 5 |
Retirement Planning Group, LLC | 5 | 5 | 0.12% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Mariner, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2023 | 5 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2016 | 5 |
Smart Portfolios, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2019 | 5 |
Cetera Investment Advisers | 3 | 2 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 5 |
Gramercy Funds Management LLC | 5 | 5 | 0.19% | 0.25% | 0.29% | Q4 2013 | Q4 2014 | 5 |
CABANA LLC | 5 | 5 | 0.14% | 1.34% | 4.44% | Q4 2017 | Q4 2018 | 5 |
Wealthspire Advisors, LLC | 5 | 5 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 5 |
PineBridge Investments, L.P. | 4 | 1 | 0.09% | 0.29% | 0.48% | Q4 2014 | Q2 2016 | 5 |
Trexquant Investment LP | 3 | 2 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q2 2022 | 5 |
Hemenway Trust Co LLC | 5 | 5 | 0.17% | 0.22% | 0.24% | Q3 2013 | Q3 2014 | 5 |
BESSEMER GROUP INC | 2 | 1 | 0.00% | 0.11% | 0.33% | Q3 2015 | Q3 2021 | 5 |
SCS Capital Management LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q2 2021 | Q2 2022 | 5 |
Delek Group, Ltd. | 5 | 5 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2018 | 5 |
Truvestments Capital LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q3 2018 | Q1 2020 | 5 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2014 | 5 |
OBERMEYER WOOD INVESTMENT COUNSEL, LLLP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2022 | 5 |
Foundations Investment Advisors, LLC | 3 | 2 | 0.12% | 0.12% | 0.12% | Q2 2018 | Q3 2023 | 5 |
Bartlett & Co. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2020 | 5 |
Veracity Capital LLC | 2 | 1 | 0.06% | 0.11% | 0.17% | Q4 2019 | Q2 2023 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Waterfront Wealth Inc. | 5 | 5 | 0.08% | 0.10% | 0.12% | Q2 2021 | Q2 2022 | 5 |
CI INVESTMENTS INC. | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2014 | 5 |
Optiver Holding B.V. | 5 | 5 | 0.00% | 0.00% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Clear Perspective Advisors, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2018 | 5 |
Avantax Planning Partners, Inc. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 5 |
Vivaldi Capital Management LP | 5 | 5 | 0.06% | 0.10% | 0.13% | Q3 2022 | Q3 2023 | 5 |
Integrated Investment Consultants, LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q1 2016 | Q1 2017 | 5 |
Connacht Asset Management LP | 5 | 5 | 7.55% | 9.43% | 13.13% | Q2 2022 | Q2 2023 | 5 |
BW Gestao de Investimentos Ltda. | 2 | 2 | 1.00% | 2.31% | 4.10% | Q4 2013 | Q1 2016 | 5 |
Endurance Wealth Management, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2016 | 5 |
FIRST FOUNDATION ADVISORS | 5 | 5 | 0.04% | 0.06% | 0.07% | Q4 2013 | Q4 2014 | 5 |
Gunma Bank,Ltd. | 3 | 2 | 1.36% | 2.48% | 3.63% | Q2 2021 | Q3 2022 | 5 |
Hirtle Callaghan & Co LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2014 | 5 |
Merriman Wealth Management, LLC | 4 | 1 | 0.05% | 0.09% | 0.25% | Q4 2019 | Q3 2023 | 5 |
MPS Loria Financial Planners, LLC | 4 | 1 | 0.05% | 0.06% | 0.08% | Q2 2017 | Q1 2021 | 5 |
PRUDENTIAL FINANCIAL INC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 5 |
Verition Fund Management LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q2 2021 | Q1 2023 | 4 |
WEALTHFRONT Corp | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2015 | 4 |
Stearns Financial Services Group | 3 | 1 | 0.00% | 0.28% | 0.56% | Q4 2015 | Q4 2018 | 4 |
WINTRUST INVESTMENTS LLC | 4 | 4 | 0.07% | 0.11% | 0.14% | Q2 2016 | Q1 2017 | 4 |
Soros Fund Management | 4 | 4 | 0.73% | 0.87% | 0.99% | Q4 2022 | Q3 2023 | 4 |
MEITAV INVESTMENT HOUSE LTD | 3 | 1 | 0.00% | 0.02% | 0.02% | Q1 2020 | Q2 2023 | 4 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 1 | 1 | 0.22% | 0.38% | 0.59% | Q4 2018 | Q2 2020 | 4 |
Burt Wealth Advisors | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2017 | Q3 2018 | 4 |
Destiny Wealth Partners, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q4 2022 | 4 |
Taylor Hoffman Wealth Management | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 4 |
BOYS ARNOLD & CO INC | 4 | 4 | 0.05% | 0.16% | 0.21% | Q4 2013 | Q3 2014 | 4 |
Windsor Creek Advisors, LLC | 3 | 1 | 0.13% | 0.26% | 0.35% | Q4 2018 | Q2 2020 | 4 |
Jackson, Grant Investment Advisers, Inc. | 4 | 4 | 0.04% | 0.07% | 0.08% | Q2 2017 | Q1 2018 | 4 |
Hudock, Inc. | 2 | 2 | 0.02% | 0.14% | 0.46% | Q2 2014 | Q3 2015 | 4 |
1 NORTH WEALTH SERVICES LLC | 2 | 2 | 0.00% | 0.01% | 0.03% | Q4 2018 | Q4 2019 | 4 |
Strategic Value Partners, LLC | 2 | 1 | 0.28% | 4.45% | 8.02% | Q2 2018 | Q2 2023 | 4 |
Gruss & Co., LLC | 4 | 4 | 0.46% | 1.47% | 3.20% | Q3 2013 | Q2 2014 | 4 |
KWMG, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q1 2019 | 4 |
Placemark Investments, Inc. | 4 | 4 | 0.00% | 0.02% | 0.04% | Q3 2013 | Q2 2014 | 4 |
RMB Capital Management, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q4 2017 | Q4 2019 | 4 |
Stadion Money Management, LLC | 2 | 1 | 0.03% | 0.30% | 0.97% | Q3 2013 | Q2 2020 | 4 |
Lloyds Banking Group plc | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q2 2014 | 4 |
Point72 Asset Management, L.P. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 4 |
CPWM, LLC | 3 | 1 | 0.04% | 0.05% | 0.08% | Q1 2018 | Q2 2022 | 4 |
Signature Wealth Management Group | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
SAL Trading, LLC | 4 | 4 | 0.18% | 0.26% | 0.32% | Q2 2022 | Q1 2023 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Edge Wealth Management LLC | 4 | 4 | 0.08% | 0.51% | 0.99% | Q2 2015 | Q1 2016 | 4 |
Joel Isaacson & Co., LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 4 |
Plante Moran Financial Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
LAZARD ASSET MANAGEMENT LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2018 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
VALICENTI ADVISORY SERVICES INC | 4 | 4 | 1.20% | 1.24% | 1.27% | Q2 2017 | Q1 2018 | 4 |
Evensky & Katz LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q1 2021 | Q2 2022 | 4 |
Atlas Private Wealth Advisors | 4 | 4 | 0.24% | 0.62% | 1.48% | Q1 2021 | Q4 2021 | 4 |
FIDUCIARY FINANCIAL SERVICES OF THE SOUTHWEST INC /TX | 4 | 4 | 0.15% | 0.28% | 0.32% | Q4 2013 | Q3 2014 | 4 |
ROPES WEALTH ADVISORS LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q2 2018 | 4 |
Institute for Wealth Management, LLC. | 3 | 3 | 0.02% | 0.06% | 0.10% | Q3 2020 | Q1 2021 | 4 |
EATON VANCE MANAGEMENT | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2021 | 4 |
Family Asset Management, LLC | 4 | 4 | 1.50% | 2.79% | 3.80% | Q4 2022 | Q3 2023 | 4 |
HWG Holdings LP | 4 | 4 | 1.11% | 3.78% | 5.15% | Q1 2017 | Q4 2017 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Charles Schwab Investment Advisory, Inc. | 4 | 4 | 0.53% | 0.64% | 0.75% | Q2 2017 | Q1 2018 | 4 |
3EDGE Asset Management, LP | 2 | 1 | 0.03% | 4.24% | 10.08% | Q1 2017 | Q1 2023 | 4 |
Lombard Odier Transatlantic Ltd | 4 | 4 | 0.86% | 0.91% | 1.02% | Q1 2015 | Q4 2015 | 4 |
Jacobus Wealth Management, Inc. | 4 | 4 | 0.25% | 0.33% | 0.43% | Q2 2015 | Q1 2016 | 4 |
ASSOCIATED BANC-CORP | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2020 | 4 |
1ST SOURCE BANK | 4 | 4 | 0.08% | 0.13% | 0.14% | Q3 2013 | Q2 2014 | 4 |
Wagner Wealth Management, LLC | 4 | 4 | 0.02% | 0.03% | 0.05% | Q4 2017 | Q3 2018 | 4 |
Transamerica Financial Advisors, Inc. | 2 | 2 | 0.00% | 0.01% | 0.02% | Q1 2015 | Q1 2016 | 4 |
BINGHAM OSBORN & SCARBOROUGH LLC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q1 2014 | Q4 2014 | 4 |
Timber Hill LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q2 2015 | Q3 2017 | 4 |
Clark Capital Management Group, Inc. | 4 | 4 | 0.07% | 0.09% | 0.14% | Q2 2013 | Q1 2014 | 4 |
Bison Wealth, LLC | 2 | 1 | 0.00% | 0.03% | 0.12% | Q2 2015 | Q3 2021 | 4 |
Rokos Capital Management LLP | 2 | 1 | 0.20% | 0.77% | 1.70% | Q4 2022 | Q3 2023 | 4 |
GeoWealth Management, LLC | 3 | 3 | 0.06% | 0.33% | 0.76% | Q2 2019 | Q4 2019 | 3 |
GUYASUTA INVESTMENT ADVISORS INC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q4 2014 | Q2 2015 | 3 |
Robertson Stephens Wealth Management, LLC | 3 | 3 | 0.07% | 0.27% | 0.41% | Q1 2023 | Q3 2023 | 3 |
OneDigital Investment Advisors LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Global Assets Advisory, LLC | 3 | 3 | 0.63% | 0.70% | 0.76% | Q1 2023 | Q3 2023 | 3 |
ALTERNA WEALTH MANAGEMENT, INC | 3 | 3 | 0.13% | 0.31% | 0.47% | Q4 2018 | Q2 2019 | 3 |
One Capital Management, LLC | 3 | 3 | 0.02% | 0.40% | 0.82% | Q4 2022 | Q2 2023 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q3 2023 | Q3 2023 | 3 |
Viewpoint Capital Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
Sargent Investment Group, LLC | 3 | 3 | 0.14% | 0.15% | 0.16% | Q4 2018 | Q2 2019 | 3 |
MYCIO WEALTH PARTNERS, LLC | 3 | 3 | 0.09% | 0.10% | 0.11% | Q3 2016 | Q1 2017 | 3 |
BigSur Wealth Management LLC | 3 | 3 | 0.31% | 0.49% | 0.58% | Q1 2017 | Q3 2017 | 3 |
Proficio Capital Partners LLC | 3 | 3 | 0.08% | 0.09% | 0.10% | Q1 2023 | Q3 2023 | 3 |
SPROTT INC. | 2 | 1 | 0.04% | 0.05% | 0.05% | Q1 2015 | Q1 2023 | 3 |
SIMON QUICK ADVISORS, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2014 | Q2 2015 | 3 |
BAROMETER CAPITAL MANAGEMENT INC. | 3 | 3 | 0.17% | 0.21% | 0.26% | Q4 2022 | Q2 2023 | 3 |
HARBOR INVESTMENT ADVISORY, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
New England Private Wealth Advisors LLC | 3 | 3 | 0.23% | 0.25% | 0.27% | Q1 2014 | Q3 2014 | 3 |
GLG Partners LP | 2 | 1 | 0.01% | 0.23% | 0.38% | Q2 2016 | Q1 2017 | 3 |
JANUS HENDERSON INVESTORS US LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q1 2017 | 3 |
FACTORY MUTUAL INSURANCE CO | 3 | 3 | 0.17% | 0.21% | 0.28% | Q1 2015 | Q3 2015 | 3 |
Dougherty Wealth Advisers LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
PAYDEN & RYGEL | 3 | 3 | 0.09% | 0.16% | 0.22% | Q1 2017 | Q3 2017 | 3 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2022 | Q2 2023 | 3 |
Stevens First Principles Investment Advisors | 3 | 3 | 0.84% | 1.19% | 1.38% | Q2 2013 | Q4 2013 | 3 |
FineMark National Bank & Trust | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q1 2016 | 3 |
Fortis Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Sandy Spring Bank | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2015 | Q3 2016 | 3 |
Brookstone Capital Management | 3 | 3 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q2 2023 | 3 |
Clean Yield Group | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2016 | 3 |
Southern Farm Bureau Life Insurance | 3 | 3 | 3.83% | 4.32% | 4.59% | Q1 2023 | Q3 2023 | 3 |
XPONANCE, INC. | 3 | 3 | 2.09% | 4.11% | 5.62% | Q1 2017 | Q3 2017 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2023 | Q3 2023 | 3 |
Polianta Ltd | 2 | 1 | 5.40% | 6.79% | 8.19% | Q2 2017 | Q2 2019 | 3 |
TIAA, FSB | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
SPHERA FUNDS MANAGEMENT LTD. | 2 | 1 | 0.38% | 0.52% | 0.81% | Q1 2014 | Q2 2015 | 3 |
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 1 | 1 | 0.08% | 0.18% | 0.31% | Q3 2017 | Q1 2019 | 3 |
Caption Management, LLC | 1 | 1 | 0.01% | 0.30% | 0.88% | Q2 2018 | Q3 2022 | 3 |
Johnson Financial Group, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2014 | Q3 2014 | 3 |
Bienville Capital Management, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q2 2015 | Q4 2015 | 3 |
Moors & Cabot, Inc. | 2 | 1 | 0.02% | 0.02% | 0.03% | Q3 2018 | Q4 2019 | 3 |
Riggs Asset Managment Co. Inc. | 3 | 3 | 1.20% | 2.39% | 3.10% | Q1 2023 | Q3 2023 | 3 |
Capital Advisors, Ltd. LLC | 3 | 3 | 0.11% | 0.12% | 0.13% | Q1 2014 | Q3 2014 | 3 |
Good Life Advisors, LLC | 3 | 3 | 0.62% | 0.95% | 1.29% | Q1 2023 | Q3 2023 | 3 |
Jump Trading, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q2 2015 | 3 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 3 | 3 | 0.39% | 7.34% | 11.00% | Q1 2023 | Q3 2023 | 3 |
Procyon Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
ARMOR ADVISORS, L.L.C. | 3 | 3 | 11.30% | 16.92% | 21.47% | Q1 2023 | Q3 2023 | 3 |
Apollon Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
MinichMacGregor Wealth Management, LLC | 3 | 3 | 2.91% | 4.32% | 5.03% | Q1 2023 | Q3 2023 | 3 |
First International Bank & Trust | 3 | 3 | 2.47% | 2.65% | 2.76% | Q1 2023 | Q3 2023 | 3 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.03% | 0.20% | 0.35% | Q3 2022 | Q1 2023 | 3 |
GSB Wealth Management, LLC | 3 | 3 | 0.06% | 0.14% | 0.23% | Q2 2021 | Q4 2021 | 3 |
BBT Capital Management, LLC | 2 | 1 | 0.24% | 0.33% | 0.46% | Q3 2013 | Q4 2014 | 3 |
PFS INVESTMENTS INC. | 3 | 3 | 2.39% | 3.22% | 4.05% | Q4 2017 | Q2 2018 | 3 |
Venturi Wealth Management, LLC | 2 | 1 | 0.11% | 0.18% | 0.21% | Q4 2015 | Q2 2021 | 3 |
Regal Investment Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2015 | 3 |
RETIREMENT GUYS FORMULA LLC | 3 | 3 | 2.62% | 3.19% | 3.63% | Q4 2022 | Q2 2023 | 3 |
TRIANGLE PEAK PARTNERS, LP | 3 | 3 | 3.59% | 4.91% | 5.96% | Q4 2014 | Q2 2015 | 3 |
IronBridge Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.01% | 0.41% | 0.62% | Q1 2015 | Q3 2015 | 3 |
BRIGADE CAPITAL MANAGEMENT, LP | 3 | 3 | 0.18% | 0.22% | 0.29% | Q2 2019 | Q4 2019 | 3 |
Claret Asset Management Corp | 2 | 1 | 0.05% | 0.07% | 0.11% | Q2 2019 | Q2 2021 | 3 |
Strategic Capital Alternatives LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2015 | 3 |
Del-Sette Capital Management, LLC | 3 | 3 | 3.59% | 5.36% | 6.52% | Q1 2023 | Q3 2023 | 3 |
Merit Financial Group, LLC | 3 | 3 | 0.02% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
FundX Investment Group, LLC | 1 | 1 | 0.79% | 2.76% | 5.99% | Q2 2014 | Q4 2019 | 3 |
Select Asset Management & Trust | 2 | 1 | 0.65% | 1.18% | 1.83% | Q2 2014 | Q2 2015 | 3 |
TWO SIGMA ADVISERS, LP | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
CASTLEARK MANAGEMENT LLC | 3 | 3 | 0.44% | 0.58% | 0.83% | Q2 2015 | Q4 2015 | 3 |
Claro Advisors LLC | 3 | 3 | 0.14% | 0.17% | 0.18% | Q4 2022 | Q2 2023 | 3 |
Gyon Technologies Capital Management, LP | 1 | 1 | 0.12% | 0.28% | 0.45% | Q3 2020 | Q4 2021 | 3 |
ASSET ADVISORS CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Newbridge Financial Services Group, Inc. | 3 | 3 | 0.03% | 0.06% | 0.10% | Q1 2023 | Q3 2023 | 3 |
QVR LLC | 2 | 1 | 0.08% | 0.12% | 0.15% | Q4 2017 | Q3 2018 | 3 |
Prestige Wealth Management Group LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Glovista Investments LLC | 2 | 1 | 0.07% | 2.01% | 3.30% | Q1 2015 | Q1 2017 | 3 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 3 |
TCI Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2022 | 3 |
REGIONS FINANCIAL CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2018 | 3 |
Tortoise Investment Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q2 2015 | 3 |
Bogart Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Lehman & Derafelo Financial Resources LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q2 2020 | 3 |
Sowell Financial Services LLC | 2 | 1 | 0.00% | 0.07% | 0.12% | Q1 2021 | Q2 2023 | 3 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
Coatue Management | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2019 | 3 |
Leucadia National | 2 | 2 | 0.00% | 0.04% | 0.11% | Q4 2022 | Q1 2023 | 3 |
Anfield Capital Management, LLC | 3 | 3 | 1.12% | 1.28% | 1.40% | Q1 2023 | Q3 2023 | 3 |
HARBOUR INVESTMENTS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2021 | 3 |
United Asset Strategies, Inc. | 3 | 3 | 0.05% | 0.08% | 0.10% | Q4 2022 | Q2 2023 | 3 |
Realta Investment Advisors | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
XR Securities LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q2 2018 | Q3 2018 | 2 |
Zurich Insurance Group Ltd/FI | 1 | 1 | 0.00% | 0.05% | 0.10% | Q3 2015 | Q4 2018 | 2 |
Cypress Wealth Services, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q2 2023 | 2 |
BANK OF HAWAII | 2 | 2 | 0.10% | 0.10% | 0.11% | Q3 2014 | Q4 2014 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.10% | 0.16% | 0.22% | Q4 2016 | Q4 2020 | 2 |
SEI INVESTMENTS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2018 | 2 |
SUMITOMO LIFE INSURANCE CO | 2 | 2 | 0.26% | 0.45% | 0.64% | Q2 2023 | Q3 2023 | 2 |
Cordasco Financial Network | 2 | 2 | 0.07% | 0.07% | 0.07% | Q2 2017 | Q3 2017 | 2 |
River Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
HighVista Strategies LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
Consolidated Portfolio Review Corp | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
BALYASNY ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.06% | 0.10% | Q1 2022 | Q3 2022 | 2 |
Winch Advisory Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q3 2020 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
PRICE T ROWE ASSOCIATES INC /MD/ | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Ameritas Investment Company, LLC | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 2 |
Dynamic Advisor Solutions LLC | 2 | 2 | 0.42% | 0.45% | 0.48% | Q2 2020 | Q3 2020 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2018 | 2 |
FDx Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Susquehanna International Securities, Ltd. | 2 | 2 | 0.49% | 0.54% | 0.60% | Q2 2023 | Q3 2023 | 2 |
Integrated Advisors Network LLC | 2 | 2 | 0.08% | 0.08% | 0.08% | Q2 2021 | Q3 2021 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 2 |
JANA PARTNERS LLC | 2 | 2 | 0.08% | 0.20% | 0.32% | Q2 2018 | Q3 2018 | 2 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
Choate Investment Advisors | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2014 | Q3 2014 | 2 |
Frontier Wealth Management LLC | 2 | 2 | 0.14% | 0.15% | 0.16% | Q4 2014 | Q1 2015 | 2 |
Smith & Howard Wealth Management, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q3 2013 | Q4 2013 | 2 |
American Financial Network Advisory Services LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2020 | 2 |
Alpha Wave Global, LP | 1 | 1 | 5.93% | 9.85% | 13.77% | Q2 2018 | Q4 2018 | 2 |
JOHNSON INVESTMENT COUNSEL INC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Consolidated Investment Group LLC | 2 | 2 | 1.49% | 1.77% | 2.04% | Q2 2014 | Q3 2014 | 2 |
Financial Management Professionals, Inc. | 2 | 2 | 0.00% | 0.46% | 0.92% | Q2 2023 | Q3 2023 | 2 |
Hedges Asset Management LLC | 2 | 2 | 0.18% | 0.19% | 0.20% | Q2 2023 | Q3 2023 | 2 |
Chicago Partners Investment Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q4 2017 | 2 |
PACIFIC ALTERNATIVE ASSET MANAGEMENT COMPANY, LLC | 1 | 1 | 0.18% | 0.79% | 1.40% | Q3 2017 | Q3 2017 | 2 |
GPS Wealth Strategies Group, LLC | 2 | 2 | 0.12% | 0.12% | 0.13% | Q2 2023 | Q3 2023 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2014 | 2 |
High Falls Advisors, Inc | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2015 | Q2 2016 | 2 |
Ameliora Wealth Management Ltd. | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2022 | Q4 2022 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q4 2021 | Q1 2022 | 2 |
JONES FINANCIAL COMPANIES LLLP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q1 2017 | 2 |
Pekin Hardy Strauss, Inc. | 2 | 2 | 0.14% | 0.14% | 0.15% | Q2 2021 | Q3 2021 | 2 |
Orion Capital Management LLC | 1 | 1 | 0.04% | 0.05% | 0.05% | Q1 2023 | Q3 2023 | 2 |
Nicholas Investment Partners, LP | 2 | 2 | 0.19% | 0.19% | 0.20% | Q3 2013 | Q4 2013 | 2 |
Apollo Management Holdings, L.P. | 2 | 2 | 0.05% | 0.09% | 0.13% | Q3 2018 | Q4 2018 | 2 |
Country Club Trust Company, n.a. | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2017 | Q3 2017 | 2 |
Catamount Wealth Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
PRELUDE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 2.97% | 5.94% | Q1 2013 | Q1 2017 | 2 |
PEAK FINANCIAL ADVISORS LLC | 2 | 2 | 6.59% | 6.66% | 6.73% | Q2 2021 | Q3 2021 | 2 |
Leicht Financial Planning & Wealth Management, Inc. | 2 | 2 | 2.06% | 2.06% | 2.07% | Q2 2023 | Q3 2023 | 2 |
EverSource Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SEARLE & CO. | 1 | 1 | 0.23% | 0.23% | 0.24% | Q1 2017 | Q1 2019 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
Halpern Financial, Inc. | 2 | 2 | 0.21% | 0.23% | 0.26% | Q1 2022 | Q2 2022 | 2 |
FARMERS & MERCHANTS INVESTMENTS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q2 2018 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Evolution Wealth Advisors, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2020 | Q4 2020 | 2 |
BTG Pactual Global Asset Management Ltd | 2 | 2 | 1.66% | 1.85% | 2.04% | Q2 2023 | Q3 2023 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
WNY Asset Management, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2021 | Q3 2021 | 2 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q4 2021 | 2 |
Friedenthal Financial | 2 | 2 | 3.15% | 3.21% | 3.27% | Q3 2017 | Q4 2017 | 2 |
JACKSON SQUARE CAPITAL, LLC | 2 | 2 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q3 2020 | 2 |
Perennial Investment Advisors, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Velan Capital Investment Management LP | 1 | 1 | 3.83% | 9.54% | 15.26% | Q3 2022 | Q1 2023 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
CORRADO ADVISORS, LLC | 2 | 2 | 2.29% | 2.46% | 2.62% | Q2 2014 | Q3 2014 | 2 |
WASHINGTON TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q1 2020 | 2 |
Moloney Securities Asset Management, LLC | 2 | 2 | 0.22% | 0.22% | 0.23% | Q1 2017 | Q2 2017 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.07% | 0.07% | 0.08% | Q3 2017 | Q4 2017 | 2 |
NewSquare Capital LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2018 | 2 |
Ausdal Financial Partners, Inc. | 1 | 1 | 0.05% | 0.17% | 0.30% | Q4 2015 | Q2 2017 | 2 |
Columbus Macro, LLC | 2 | 2 | 0.25% | 0.30% | 0.34% | Q1 2021 | Q2 2021 | 2 |
Vontobel Swiss Wealth Advisors AG | 1 | 1 | 0.01% | 0.13% | 0.25% | Q4 2014 | Q4 2018 | 2 |
Argentus Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Millington Financial Advisors, LLC | 2 | 2 | 1.04% | 1.06% | 1.07% | Q2 2023 | Q3 2023 | 2 |
Schonfeld Strategic Advisors LLC | 1 | 1 | 0.00% | 0.09% | 0.17% | Q3 2020 | Q4 2022 | 2 |
PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q4 2019 | 2 |
TRUSTCORE FINANCIAL SERVICES, LLC | 1 | 1 | 0.00% | 0.03% | 0.05% | Q2 2018 | Q3 2019 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q2 2018 | 2 |
BB&T INVESTMENT SERVICES, INC. | 2 | 2 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Paloma Partners Management Co | 1 | 1 | 0.02% | 0.07% | 0.11% | Q4 2017 | Q3 2022 | 2 |
Concentrum Wealth Management | 2 | 2 | 1.77% | 1.82% | 1.88% | Q2 2023 | Q3 2023 | 2 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Personal Wealth Partners | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Miracle Mile Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Woodline Partners LP | 2 | 2 | 0.25% | 0.33% | 0.42% | Q2 2023 | Q3 2023 | 2 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2019 | 2 |
Keebeck Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 2 |
MONEY CONCEPTS CAPITAL CORP | 1 | 1 | 0.00% | 0.05% | 0.11% | Q4 2022 | Q2 2023 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.11% | 0.14% | 0.18% | Q1 2017 | Q2 2018 | 2 |
FOREFRONT WEALTH MANAGEMENT INC. | 2 | 2 | 2.39% | 2.49% | 2.60% | Q2 2023 | Q3 2023 | 2 |
Harbour Capital Advisors, LLC | 1 | 1 | 0.05% | 0.06% | 0.08% | Q3 2016 | Q1 2017 | 2 |
CHATHAM CAPITAL GROUP, INC. | 2 | 2 | 0.06% | 0.10% | 0.14% | Q3 2014 | Q4 2014 | 2 |
IFC Holdings Incorporated/FL | 2 | 2 | 0.03% | 0.03% | 0.03% | Q3 2017 | Q4 2017 | 2 |
Atlas Private Wealth Management, LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q1 2020 | 2 |
Coco Enterprises, LLC | 2 | 2 | 1.70% | 1.72% | 1.75% | Q2 2023 | Q3 2023 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.04% | 0.09% | Q4 2016 | Q4 2016 | 2 |
ZEKE CAPITAL ADVISORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2016 | Q3 2016 | 1 |
Brookfield Asset Management | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Hall Kathryn A. | 1 | 1 | 0.41% | 0.41% | 0.41% | Q1 2023 | Q1 2023 | 1 |
Eagle Strategies LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q4 2021 | Q4 2021 | 1 |
WealthTrust Axiom LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2020 | Q4 2020 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2016 | Q4 2016 | 1 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
West Tower Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
ROBERTSON STEPHENS ADVISORS LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2016 | Q4 2016 | 1 |
GREAT LAKES ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
BRAVE ASSET MANAGEMENT INC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2018 | Q1 2018 | 1 |
HNP Capital LLC | 1 | 1 | 2.20% | 2.20% | 2.20% | Q1 2020 | Q1 2020 | 1 |
CENTAURUS FINANCIAL, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
NOMURA ASSET MANAGEMENT CO LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MACQUARIE GROUP LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2013 | Q3 2013 | 1 |
Lebenthal Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
MD Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
CITIZENS FINANCIAL GROUP INC/RI | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Korea Investment CORP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2020 | Q1 2020 | 1 |
Anchor Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Shamrock Asset Management LLC | 1 | 1 | 0.47% | 0.47% | 0.47% | Q2 2015 | Q2 2015 | 1 |
Coppell Advisory Solutions LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sonora Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2021 | Q3 2021 | 1 |
Sageworth Trust Co | 1 | 1 | 0.11% | 0.11% | 0.11% | Q3 2013 | Q3 2013 | 1 |
MARVIN & PALMER ASSOCIATES INC | 1 | 1 | 0.71% | 0.71% | 0.71% | Q2 2023 | Q2 2023 | 1 |
VONTOBEL ASSET MANAGEMENT INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
HBK INVESTMENTS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Clearstead Trust, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2017 | Q2 2017 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Roof Eidam Maycock Peralta, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Cordant, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2022 | Q2 2022 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2017 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
COWA, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
TRUST CO OF VERMONT | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Ameritas Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Y-Intercept (Hong Kong) Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
VCU Investment Management Co | 1 | 1 | 5.09% | 5.09% | 5.09% | Q1 2020 | Q1 2020 | 1 |
BOOTHBAY FUND MANAGEMENT, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2021 | Q4 2021 | 1 |
Boyle Capital Management, L.L.C. | 1 | 1 | 0.31% | 0.31% | 0.31% | Q2 2015 | Q2 2015 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
DHJJ Financial Advisors, Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
YorkBridge Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Princeton Alpha Management LP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2014 | Q1 2014 | 1 |
Ground Swell Capital, LLC | 1 | 1 | 3.51% | 3.51% | 3.51% | Q4 2022 | Q4 2022 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Evermore Global Advisors, LLC | 1 | 1 | 3.29% | 3.29% | 3.29% | Q3 2020 | Q3 2020 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Selective Wealth Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
KRAEMATON INVESTMENT ADVISORS, INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
Ranch Capital Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Lenox Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
RPg Family Wealth Advisory, LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q2 2023 | Q2 2023 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Capula Management Ltd | 1 | 1 | 0.27% | 0.27% | 0.27% | Q1 2023 | Q1 2023 | 1 |
Apriem Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
FDO Partners, LLC | 1 | 1 | 2.47% | 2.47% | 2.47% | Q4 2017 | Q4 2017 | 1 |
400 Capital Management LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q1 2022 | Q1 2022 | 1 |
SURIENCE PRIVATE WEALTH LLC | 1 | 1 | 3.91% | 3.91% | 3.91% | Q1 2023 | Q1 2023 | 1 |
BOSTON PROVIDENT, L.P. | 1 | 1 | 1.73% | 1.73% | 1.73% | Q3 2014 | Q3 2014 | 1 |
Lowe Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Gladstone Institutional Advisory LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2023 | Q1 2023 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
Newfoundland Capital Management | 1 | 1 | 0.25% | 0.25% | 0.25% | Q3 2022 | Q3 2022 | 1 |
Truepoint, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Safeguard Investment Advisory Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
EA Series Trust | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
CIBC Private Wealth Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Krilogy Financial LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2016 | Q2 2016 | 1 |
Berkeley Capital Partners, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2023 | Q2 2023 | 1 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.64% | 0.64% | 0.64% | Q3 2018 | Q3 2018 | 1 |
RGT Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Fiduciary Trust Co International of Pennsylvania | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2018 | Q2 2018 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.35% | 0.35% | 0.35% | Q2 2016 | Q2 2016 | 1 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2018 | Q2 2018 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
Financial Advocates Investment Management | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Brouwer & Janachowski, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2016 | Q1 2016 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2017 | Q1 2017 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Glassman Wealth Services | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
New Capital Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
AMP Capital Investors Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Stonebridge Capital Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2013 | Q1 2013 | 1 |
AVALON CAPITAL MANAGEMENT | 1 | 1 | 1.89% | 1.89% | 1.89% | Q1 2017 | Q1 2017 | 1 |
CHILTON INVESTMENT CO INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Altium Wealth Management LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
WealthBridge Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
Level Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MILESTONE ASSET MANAGEMENT, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Trilogy Capital Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q1 2015 | 1 |
STANSBERRY ASSET MANAGEMENT, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2018 | Q2 2018 | 1 |
CAPITAL FUND MANAGEMENT S.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
DecisionPoint Financial, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Centiva Capital, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
OPTIMUM INVESTMENT ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Permanens Capital L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Vantage Financial Partners Ltd., Inc. | 1 | 1 | 2.22% | 2.22% | 2.22% | Q2 2017 | Q2 2017 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Progeny 3, Inc. | 1 | 1 | 5.20% | 5.20% | 5.20% | Q2 2016 | Q2 2016 | 1 |
INSIGNEO ADVISORY SERVICES, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
LITTLE HOUSE CAPITAL LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2019 | Q1 2019 | 1 |
STEPHENS INC /AR/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
Concert Wealth Management Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q3 2016 | 1 |
Destination Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
PICTON MAHONEY ASSET MANAGEMENT | 1 | 1 | 0.77% | 0.77% | 0.77% | Q2 2018 | Q2 2018 | 1 |
Proquility Private Wealth Partners, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Arkadios Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
CHURCHILL MANAGEMENT Corp | 1 | 1 | 3.49% | 3.49% | 3.49% | Q4 2013 | Q4 2013 | 1 |
CAHILL FINANCIAL ADVISORS INC | 1 | 1 | 0.44% | 0.44% | 0.44% | Q2 2014 | Q2 2014 | 1 |
FNY Managed Accounts LLC | 1 | 1 | 1.55% | 1.55% | 1.55% | Q3 2014 | Q3 2014 | 1 |
EMERSON INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
MANCHESTER FINANCIAL INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Balentine LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
KEYBANK NATIONAL ASSOCIATION/OH | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
SENTINEL TRUST CO LBA | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2016 | Q2 2016 | 1 |
Arden Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Doman Group, LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
BROWN BROTHERS HARRIMAN & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
One Charles Private Wealth Services, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q3 2021 | Q3 2021 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
RDA Financial Network | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2023 | Q1 2023 | 1 |
Parkwood LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Rehmann Capital Advisory Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Ellis Investment Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
MARINER INVESTMENT GROUP LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2014 | 1 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2017 | Q4 2017 | 1 |
MOTCO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Cohen Capital Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q1 2017 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2017 | Q4 2017 | 1 |
Impact Partnership Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Platinum Management (NY) LLC | 1 | 1 | 0.94% | 0.94% | 0.94% | Q3 2013 | Q3 2013 | 1 |
External links
This page lists all the filers that currently own SPDR INDEX SHS FDS or have owned SPDR INDEX SHS FDS in the past.