Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.05% | 0.18% | Q2 2013 | Q3 2023 | 124 |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.08% | 0.58% | Q1 2012 | Q3 2023 | 119 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.05% | 0.44% | Q2 2013 | Q3 2023 | 116 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.14% | 0.74% | Q2 2013 | Q3 2023 | 112 |
Parallax Volatility Advisers, L.P. | 39 | 1 | 0.00% | 0.04% | 0.21% | Q3 2013 | Q3 2023 | 112 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 101 |
UBS Group AG | 36 | 36 | 0.00% | 0.05% | 0.30% | Q4 2014 | Q3 2023 | 98 |
JANE STREET GROUP, LLC | 39 | 39 | 0.00% | 0.15% | 1.15% | Q1 2014 | Q3 2023 | 94 |
Cutler Group LLC / CA | 32 | 32 | 0.01% | 0.12% | 0.78% | Q4 2015 | Q3 2023 | 91 |
Citadel Advisors | 29 | 8 | 0.00% | 0.04% | 0.16% | Q2 2014 | Q3 2023 | 91 |
CAPITAL FUND MANAGEMENT S.A. | 20 | 5 | 0.00% | 0.08% | 0.38% | Q2 2014 | Q3 2023 | 90 |
Jefferies Group LLC | 30 | 2 | 0.00% | 0.27% | 1.73% | Q3 2014 | Q3 2022 | 86 |
BNP PARIBAS FINANCIAL MARKETS | 38 | 38 | 0.00% | 0.30% | 1.59% | Q2 2014 | Q3 2023 | 83 |
WOLVERINE TRADING, LLC | 13 | 1 | 0.00% | 0.05% | 0.19% | Q2 2016 | Q3 2023 | 81 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q3 2023 | 78 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.03% | 0.15% | Q1 2013 | Q3 2023 | 74 |
Walleye Trading LLC | 29 | 29 | 0.00% | 0.02% | 0.14% | Q3 2016 | Q3 2023 | 71 |
MILLENNIUM MANAGEMENT LLC | 19 | 1 | 0.00% | 0.05% | 0.25% | Q3 2013 | Q3 2023 | 70 |
HAP Trading, LLC | 12 | 1 | 0.00% | 0.11% | 1.93% | Q1 2014 | Q3 2023 | 66 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 63 |
TWO SIGMA SECURITIES, LLC | 14 | 1 | 0.00% | 0.18% | 2.07% | Q1 2015 | Q3 2023 | 63 |
HSBC HOLDINGS PLC | 29 | 17 | 0.00% | 0.02% | 0.13% | Q1 2012 | Q3 2023 | 61 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.03% | 0.12% | Q2 2013 | Q3 2023 | 60 |
HighTower Advisors, LLC | 34 | 4 | 0.00% | 0.05% | 0.23% | Q2 2013 | Q3 2023 | 59 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.10% | Q2 2013 | Q3 2023 | 51 |
PEAK6 Investments LLC | 21 | 21 | 0.01% | 0.17% | 0.62% | Q3 2018 | Q3 2023 | 48 |
Twin Tree Management, LP | 16 | 10 | 0.00% | 0.26% | 1.20% | Q1 2017 | Q3 2023 | 47 |
BANK OF MONTREAL /CAN/ | 35 | 2 | 0.00% | 0.01% | 0.02% | Q2 2014 | Q3 2023 | 46 |
TWO SIGMA INVESTMENTS, LP | 18 | 3 | 0.00% | 0.04% | 0.28% | Q4 2017 | Q1 2023 | 45 |
TORONTO DOMINION BANK | 43 | 43 | 0.00% | 0.09% | 1.34% | Q1 2013 | Q3 2023 | 43 |
Montecito Bank & Trust | 43 | 43 | 0.07% | 0.33% | 1.24% | Q2 2013 | Q4 2023 | 43 |
SHUFRO ROSE & CO LLC | 42 | 1 | 0.02% | 0.07% | 0.10% | Q3 2012 | Q3 2023 | 43 |
J.P. Morgan Private Wealth Advisors LLC | 42 | 42 | 0.01% | 0.11% | 0.28% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.06% | 0.23% | Q2 2013 | Q3 2023 | 42 |
Newman Dignan & Sheerar, Inc. | 42 | 42 | 0.02% | 0.39% | 1.11% | Q2 2013 | Q3 2023 | 42 |
PATTEN & PATTEN INC/TN | 42 | 42 | 0.04% | 0.09% | 0.21% | Q2 2013 | Q3 2023 | 42 |
Cambridge Investment Research Advisors, Inc. | 42 | 42 | 0.02% | 0.04% | 0.21% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2023 | 42 |
CONDOR CAPITAL MANAGEMENT | 42 | 42 | 0.34% | 0.59% | 0.94% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Financial Advantage, Inc. | 42 | 42 | 0.57% | 1.33% | 2.85% | Q2 2013 | Q3 2023 | 42 |
Bartlett & Co. LLC | 26 | 16 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q4 2023 | 42 |
OLD SECOND NATIONAL BANK OF AURORA | 42 | 42 | 0.01% | 0.11% | 0.99% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.00% | 0.04% | 0.12% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.14% | 0.34% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.10% | 0.23% | 0.39% | Q2 2013 | Q3 2023 | 42 |
FIDUCIARY TRUST CO | 42 | 42 | 0.06% | 0.17% | 0.30% | Q2 2013 | Q3 2023 | 42 |
Asset Management Group, Inc. | 42 | 42 | 0.39% | 0.74% | 1.08% | Q2 2013 | Q3 2023 | 42 |
FARMERS & MERCHANTS INVESTMENTS INC | 42 | 42 | 0.00% | 0.02% | 0.23% | Q2 2013 | Q3 2023 | 42 |
L. Roy Papp & Associates, LLP | 42 | 42 | 1.80% | 3.00% | 4.14% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q3 2023 | 42 |
WEATHERLY ASSET MANAGEMENT L. P. | 42 | 42 | 0.13% | 2.33% | 3.64% | Q2 2013 | Q3 2023 | 42 |
MOTCO | 42 | 42 | 0.05% | 0.27% | 0.87% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 21 | 20 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 41 |
HARTLINE INVESTMENT CORP/ | 37 | 4 | 0.08% | 0.88% | 2.42% | Q2 2013 | Q3 2023 | 41 |
Parsec Financial Management, Inc. | 40 | 40 | 0.07% | 0.22% | 0.51% | Q2 2013 | Q1 2023 | 40 |
SPINNAKER TRUST | 29 | 11 | 0.02% | 0.25% | 1.21% | Q2 2013 | Q3 2023 | 40 |
Perkins Coie Trust Co | 40 | 40 | 0.23% | 1.44% | 2.18% | Q4 2013 | Q3 2023 | 40 |
Raymond James Financial Services Advisors, Inc. | 33 | 33 | 0.00% | 0.05% | 0.17% | Q3 2015 | Q3 2023 | 40 |
M&T BANK CORP | 26 | 3 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2023 | 39 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 35 | 4 | 0.00% | 0.07% | 0.29% | Q2 2013 | Q3 2023 | 39 |
J. Goldman & Co LP | 14 | 2 | 0.01% | 0.37% | 1.26% | Q1 2014 | Q3 2023 | 39 |
Autus Asset Management, LLC | 39 | 39 | 0.47% | 0.68% | 0.94% | Q2 2013 | Q4 2022 | 39 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 36 | 1 | 0.01% | 0.10% | 0.28% | Q2 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 37 | 1 | 0.00% | 0.02% | 0.04% | Q1 2014 | Q3 2023 | 38 |
GLENMEDE TRUST CO NA | 20 | 6 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 38 |
North Star Investment Management Corp. | 21 | 17 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2023 | 38 |
BTR CAPITAL MANAGEMENT INC | 38 | 38 | 0.14% | 1.32% | 1.99% | Q2 2013 | Q3 2022 | 38 |
HUNTINGTON NATIONAL BANK | 35 | 1 | 0.00% | 0.00% | 0.00% | Q2 2010 | Q3 2023 | 38 |
OPPENHEIMER & CO INC | 35 | 3 | 0.01% | 0.11% | 0.24% | Q3 2013 | Q3 2023 | 38 |
SG Americas Securities, LLC | 23 | 1 | 0.00% | 0.18% | 0.84% | Q2 2013 | Q3 2023 | 38 |
BALYASNY ASSET MANAGEMENT L.P. | 9 | 1 | 0.00% | 0.06% | 0.39% | Q1 2015 | Q3 2023 | 37 |
Caption Management, LLC | 9 | 1 | 0.00% | 0.41% | 1.66% | Q2 2018 | Q3 2023 | 37 |
XR Securities LLC | 11 | 7 | 0.00% | 0.11% | 1.21% | Q3 2018 | Q3 2023 | 37 |
Blume Capital Management, Inc. | 36 | 1 | 0.00% | 0.10% | 0.28% | Q1 2014 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.14% | 0.30% | 0.86% | Q2 2013 | Q2 2022 | 37 |
B. Riley Wealth Advisors, Inc. | 36 | 1 | 0.00% | 0.09% | 0.26% | Q2 2014 | Q3 2023 | 37 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.00% | 0.05% | 0.09% | Q4 2014 | Q3 2023 | 36 |
VALLEY NATIONAL ADVISERS INC | 36 | 36 | 0.02% | 0.08% | 0.17% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisor Networks LLC | 36 | 36 | 0.01% | 0.04% | 0.12% | Q4 2014 | Q3 2023 | 36 |
Tower Research Capital LLC (TRC) | 10 | 2 | 0.00% | 0.30% | 1.84% | Q3 2013 | Q3 2023 | 36 |
Sigma Planning Corp | 36 | 36 | 0.03% | 0.06% | 0.10% | Q4 2014 | Q3 2023 | 36 |
ADIRONDACK TRUST CO | 35 | 35 | 0.00% | 0.25% | 0.63% | Q1 2015 | Q3 2023 | 35 |
New England Private Wealth Advisors LLC | 35 | 35 | 0.06% | 0.13% | 0.42% | Q1 2015 | Q3 2023 | 35 |
BESSEMER GROUP INC | 32 | 2 | 0.00% | 0.02% | 0.14% | Q2 2013 | Q3 2023 | 34 |
Brick & Kyle, Associates | 18 | 1 | 0.39% | 1.19% | 2.79% | Q4 2014 | Q3 2023 | 34 |
NORTHERN TRUST CORP | 12 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 34 |
Glassman Wealth Services | 33 | 1 | 0.00% | 0.02% | 0.04% | Q4 2014 | Q3 2023 | 34 |
BANQUE PICTET & CIE SA | 31 | 1 | 0.01% | 0.15% | 0.38% | Q1 2014 | Q3 2023 | 34 |
MACROVIEW INVESTMENT MANAGEMENT LLC | 26 | 8 | 0.00% | 0.38% | 1.46% | Q1 2015 | Q3 2023 | 34 |
Carnegie Capital Asset Management, LLC | 30 | 4 | 0.06% | 0.53% | 0.91% | Q2 2013 | Q3 2023 | 34 |
American Research & Management Co. | 34 | 34 | 0.00% | 0.24% | 0.83% | Q2 2014 | Q3 2022 | 34 |
INTEGRAL DERIVATIVES, LLC | 13 | 1 | 0.00% | 0.05% | 0.28% | Q1 2014 | Q1 2018 | 34 |
Stratos Wealth Partners, LTD. | 34 | 34 | 0.02% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 34 |
Private Advisor Group, LLC | 29 | 1 | 0.00% | 0.05% | 0.30% | Q4 2013 | Q3 2023 | 33 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 28 | 5 | 0.00% | 0.03% | 0.10% | Q2 2015 | Q3 2023 | 33 |
PEAK6 Group LLC | 14 | 14 | 0.00% | 0.06% | 0.20% | Q1 2015 | Q2 2018 | 33 |
RAYMOND JAMES TRUST N.A. | 27 | 1 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 33 |
RPG Investment Advisory, LLC | 32 | 32 | 0.31% | 0.55% | 1.13% | Q4 2015 | Q3 2023 | 32 |
Mirae Asset Global Investments Co., Ltd. | 16 | 1 | 0.00% | 0.28% | 2.66% | Q2 2013 | Q3 2023 | 32 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.00% | 0.39% | 2.33% | Q4 2015 | Q3 2023 | 32 |
BALDWIN BROTHERS LLC/MA | 32 | 32 | 0.01% | 0.01% | 0.04% | Q1 2016 | Q4 2023 | 32 |
Kistler-Tiffany Companies, LLC | 15 | 3 | 0.02% | 0.08% | 0.25% | Q2 2013 | Q2 2023 | 32 |
Edge Wealth Management LLC | 32 | 32 | 0.00% | 0.59% | 2.48% | Q4 2015 | Q3 2023 | 32 |
Dynamic Advisor Solutions LLC | 19 | 5 | 0.03% | 0.09% | 0.26% | Q4 2014 | Q3 2023 | 32 |
Geneos Wealth Management Inc. | 31 | 31 | 0.01% | 0.04% | 0.06% | Q1 2016 | Q3 2023 | 31 |
CHATHAM CAPITAL GROUP, INC. | 29 | 1 | 0.06% | 0.72% | 1.80% | Q2 2015 | Q3 2023 | 31 |
THRIVENT FINANCIAL FOR LUTHERANS | 19 | 1 | 0.01% | 0.07% | 0.17% | Q3 2013 | Q3 2023 | 31 |
Crestwood Advisors Group, LLC | 26 | 5 | 0.01% | 0.04% | 0.09% | Q4 2014 | Q3 2022 | 31 |
CWM, LLC | 12 | 8 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q3 2023 | 31 |
CIBC WORLD MARKET INC. | 29 | 2 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 31 |
Strategic Financial Services, Inc, | 31 | 31 | 0.45% | 1.10% | 1.71% | Q1 2016 | Q3 2023 | 31 |
IFP Advisors, Inc | 17 | 14 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q3 2023 | 31 |
Greenwich Wealth Management LLC | 31 | 31 | 0.04% | 0.12% | 0.22% | Q1 2016 | Q3 2023 | 31 |
Allworth Financial LP | 27 | 3 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2023 | 30 |
ROPES WEALTH ADVISORS LLC | 29 | 1 | 0.03% | 0.07% | 0.15% | Q1 2015 | Q4 2022 | 30 |
FMR LLC | 28 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 30 |
STRS OHIO | 30 | 30 | 0.01% | 0.04% | 0.14% | Q2 2016 | Q3 2023 | 30 |
BANK OF NOVA SCOTIA | 16 | 8 | 0.00% | 0.11% | 1.17% | Q1 2017 | Q3 2023 | 30 |
WHITTIER TRUST CO | 30 | 30 | 0.01% | 0.38% | 0.71% | Q2 2016 | Q3 2023 | 30 |
EXENCIAL WEALTH ADVISORS, LLC | 22 | 8 | 0.01% | 0.19% | 0.48% | Q1 2016 | Q3 2023 | 30 |
OPTIMUM INVESTMENT ADVISORS | 24 | 5 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q4 2023 | 30 |
Wellington Shields & Co., LLC | 15 | 1 | 0.07% | 0.16% | 0.26% | Q4 2015 | Q3 2023 | 30 |
COMMERCE BANK | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 29 |
MARSHALL WACE, LLP | 6 | 1 | 0.00% | 0.12% | 0.77% | Q1 2017 | Q3 2023 | 29 |
CAPTRUST FINANCIAL ADVISORS | 26 | 1 | 0.00% | 0.01% | 0.07% | Q4 2015 | Q3 2023 | 29 |
Texas Yale Capital Corp. | 26 | 1 | 0.02% | 0.10% | 0.18% | Q3 2013 | Q3 2023 | 29 |
FineMark National Bank & Trust | 20 | 1 | 0.01% | 0.03% | 0.09% | Q3 2013 | Q3 2023 | 29 |
Hudock, Inc. | 15 | 4 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2022 | 29 |
M&R CAPITAL MANAGEMENT INC | 29 | 29 | 0.02% | 0.14% | 0.57% | Q4 2016 | Q4 2023 | 29 |
Essex Financial Services, Inc. | 16 | 1 | 0.02% | 0.18% | 0.43% | Q3 2013 | Q4 2022 | 29 |
Janney Montgomery Scott LLC | 29 | 29 | 0.01% | 0.08% | 0.11% | Q3 2016 | Q3 2023 | 29 |
Baird Financial Group, Inc. | 29 | 29 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 29 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 29 | 29 | 0.06% | 0.14% | 0.19% | Q3 2016 | Q3 2023 | 29 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 10 | 4 | 0.01% | 0.11% | 0.39% | Q3 2013 | Q3 2021 | 29 |
NORTHSTAR ASSET MANAGEMENT Co LLC | 20 | 4 | 0.09% | 0.43% | 1.12% | Q3 2015 | Q3 2023 | 29 |
ARROW FINANCIAL CORP | 28 | 28 | 0.01% | 0.03% | 0.04% | Q4 2016 | Q3 2023 | 28 |
DEUTSCHE BANK AG\ | 21 | 6 | 0.00% | 0.03% | 0.22% | Q3 2013 | Q1 2023 | 28 |
Kalos Management, Inc. | 15 | 3 | 0.01% | 0.20% | 0.50% | Q4 2015 | Q2 2023 | 28 |
FLAGSHIP HARBOR ADVISORS, LLC | 28 | 28 | 0.04% | 0.10% | 0.23% | Q4 2016 | Q3 2023 | 28 |
NEXT Financial Group, Inc | 14 | 14 | 0.00% | 0.03% | 0.14% | Q2 2014 | Q4 2021 | 28 |
Bray Capital Advisors | 28 | 28 | 0.25% | 0.38% | 0.71% | Q4 2016 | Q3 2023 | 28 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 28 | 28 | 0.00% | 0.04% | 0.13% | Q4 2016 | Q3 2023 | 28 |
MAI Capital Management | 27 | 1 | 0.01% | 0.05% | 0.10% | Q2 2015 | Q3 2023 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.02% | 0.09% | 0.24% | Q4 2016 | Q3 2023 | 28 |
SCOTIA CAPITAL INC. | 28 | 28 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q3 2023 | 28 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23 | 1 | 0.00% | 0.01% | 0.11% | Q1 2015 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.03% | 0.08% | 0.13% | Q4 2016 | Q3 2023 | 28 |
D.A. DAVIDSON & CO. | 28 | 28 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 28 |
LEVEL FOUR ADVISORY SERVICES, LLC | 28 | 28 | 0.04% | 0.11% | 0.33% | Q4 2016 | Q3 2023 | 28 |
Baker Avenue Asset Management, LP | 23 | 4 | 0.01% | 0.13% | 0.34% | Q1 2016 | Q3 2023 | 27 |
Jacobi Capital Management LLC | 27 | 27 | 0.04% | 0.08% | 0.14% | Q1 2017 | Q3 2023 | 27 |
FRANKLIN RESOURCES INC | 14 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.00% | 0.06% | 0.22% | Q2 2013 | Q4 2019 | 27 |
SALEM INVESTMENT COUNSELORS INC | 18 | 9 | 0.03% | 0.12% | 0.35% | Q1 2015 | Q3 2023 | 27 |
KCM INVESTMENT ADVISORS LLC | 22 | 5 | 0.01% | 0.03% | 0.06% | Q3 2013 | Q2 2021 | 27 |
Highlander Capital Management, LLC | 27 | 27 | 0.01% | 0.02% | 0.02% | Q1 2017 | Q3 2023 | 27 |
Ghost Tree Capital, LLC | 12 | 1 | 0.16% | 9.15% | 19.53% | Q1 2015 | Q3 2023 | 27 |
HRT FINANCIAL LP | 7 | 1 | 0.06% | 1.71% | 8.08% | Q4 2014 | Q2 2023 | 27 |
Pacific Center for Financial Services | 24 | 3 | 0.10% | 0.22% | 0.32% | Q4 2016 | Q3 2023 | 27 |
Carmichael Hill & Associates, Inc. | 16 | 16 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 27 |
WealthPLAN Partners, LLC | 21 | 1 | 0.02% | 0.15% | 0.46% | Q1 2015 | Q2 2023 | 27 |
Neuberger Berman Group LLC | 27 | 27 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q3 2023 | 27 |
BROWN ADVISORY INC | 25 | 2 | 0.00% | 0.05% | 0.29% | Q4 2013 | Q3 2023 | 27 |
Main Management LLC | 27 | 27 | 0.70% | 1.97% | 4.54% | Q1 2017 | Q3 2023 | 27 |
ASSETMARK, INC | 27 | 27 | 0.00% | 0.23% | 1.25% | Q1 2017 | Q3 2023 | 27 |
Cornerstone Advisory, LLC | 27 | 27 | 0.13% | 0.55% | 1.32% | Q1 2017 | Q3 2023 | 27 |
Avalon Investment & Advisory | 27 | 27 | 0.04% | 0.07% | 0.10% | Q3 2016 | Q1 2023 | 27 |
Global Retirement Partners, LLC | 20 | 7 | 0.01% | 0.06% | 0.24% | Q4 2016 | Q3 2023 | 27 |
CUMBERLAND ADVISORS INC | 15 | 1 | 0.18% | 4.15% | 8.66% | Q2 2013 | Q3 2022 | 26 |
Anchor Investment Management, LLC | 26 | 26 | 0.00% | 0.04% | 0.14% | Q3 2017 | Q4 2023 | 26 |
AE Wealth Management LLC | 23 | 2 | 0.00% | 0.01% | 0.04% | Q2 2017 | Q3 2023 | 26 |
Point72 Asset Management, L.P. | 10 | 1 | 0.00% | 0.21% | 0.99% | Q2 2016 | Q3 2023 | 26 |
MML INVESTORS SERVICES, LLC | 26 | 26 | 0.03% | 0.08% | 0.12% | Q2 2017 | Q3 2023 | 26 |
Avior Wealth Management, LLC | 24 | 1 | 0.00% | 0.01% | 0.04% | Q3 2016 | Q3 2023 | 26 |
Crescent Grove Advisors, LLC | 26 | 26 | 1.06% | 1.70% | 3.17% | Q2 2017 | Q3 2023 | 26 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 21 | 2 | 0.00% | 0.01% | 0.03% | Q2 2016 | Q3 2023 | 26 |
BLAIR WILLIAM & CO/IL | 24 | 1 | 0.00% | 0.02% | 0.13% | Q4 2016 | Q3 2023 | 26 |
Moors & Cabot, Inc. | 16 | 1 | 0.02% | 0.05% | 0.11% | Q2 2014 | Q3 2023 | 26 |
Cetera Advisors LLC | 13 | 1 | 0.01% | 0.06% | 0.13% | Q3 2013 | Q3 2023 | 26 |
Riggs Asset Managment Co. Inc. | 14 | 12 | 0.01% | 1.01% | 1.76% | Q1 2017 | Q3 2023 | 26 |
Advisory Services Network, LLC | 13 | 1 | 0.00% | 0.01% | 0.04% | Q2 2016 | Q3 2023 | 26 |
Glenview Trust Co | 22 | 1 | 0.01% | 0.08% | 1.51% | Q4 2008 | Q4 2022 | 26 |
Modera Wealth Management, LLC | 22 | 1 | 0.01% | 0.04% | 0.07% | Q3 2016 | Q3 2023 | 25 |
COURIER CAPITAL LLC | 25 | 25 | 0.04% | 0.40% | 0.62% | Q3 2017 | Q3 2023 | 25 |
Clal Insurance Enterprises Holdings Ltd | 23 | 2 | 0.14% | 1.27% | 3.15% | Q3 2016 | Q3 2023 | 25 |
ARDSLEY ADVISORY PARTNERS LP | 15 | 1 | 0.05% | 1.37% | 3.55% | Q1 2014 | Q4 2022 | 25 |
WEDBUSH SECURITIES INC | 20 | 1 | 0.02% | 0.08% | 0.15% | Q2 2013 | Q3 2023 | 25 |
Arete Wealth Advisors, LLC | 25 | 25 | 0.04% | 0.11% | 0.22% | Q2 2017 | Q2 2023 | 25 |
Migdal Insurance & Financial Holdings Ltd. | 22 | 1 | 0.02% | 0.40% | 2.20% | Q4 2016 | Q3 2023 | 25 |
LYELL WEALTH MANAGEMENT, LP | 25 | 25 | 0.21% | 0.58% | 1.09% | Q3 2017 | Q3 2023 | 25 |
Jump Trading, LLC | 5 | 2 | 0.00% | 0.12% | 0.51% | Q2 2014 | Q2 2018 | 25 |
Verity Asset Management, Inc. | 19 | 5 | 0.26% | 1.23% | 2.22% | Q3 2017 | Q3 2023 | 24 |
Fulcrum Capital LLC | 24 | 24 | 0.97% | 1.89% | 3.22% | Q4 2017 | Q3 2023 | 24 |
Covenant Asset Management, LLC | 24 | 24 | 0.05% | 0.37% | 1.64% | Q4 2017 | Q3 2023 | 24 |
Centiva Capital, LP | 8 | 1 | 0.00% | 0.03% | 0.07% | Q1 2019 | Q3 2023 | 24 |
ALPINE WOODS CAPITAL INVESTORS, LLC | 19 | 5 | 0.06% | 0.40% | 0.87% | Q3 2016 | Q2 2023 | 24 |
NVWM, LLC | 24 | 24 | 0.00% | 0.35% | 1.43% | Q4 2017 | Q3 2023 | 24 |
DAVENPORT & Co LLC | 10 | 2 | 0.00% | 0.02% | 0.11% | Q2 2013 | Q2 2023 | 24 |
Arlington Financial Advisors, LLC | 24 | 24 | 0.64% | 1.34% | 1.86% | Q4 2017 | Q3 2023 | 24 |
Global Trust Asset Management, LLC | 24 | 24 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.02% | 0.04% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Seelaus Asset Management LLC | 24 | 24 | 0.21% | 0.33% | 0.42% | Q4 2017 | Q3 2023 | 24 |
Intellectus Partners, LLC | 19 | 5 | 0.14% | 0.35% | 0.61% | Q3 2017 | Q3 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.08% | 0.29% | Q1 2017 | Q3 2023 | 24 |
HL FINANCIAL SERVICES LLC | 24 | 24 | 0.01% | 0.03% | 0.11% | Q2 2013 | Q1 2019 | 24 |
TRUST CO OF VERMONT | 22 | 2 | 0.00% | 0.04% | 0.08% | Q3 2015 | Q3 2023 | 24 |
ALTFEST L J & CO INC | 19 | 5 | 0.05% | 0.30% | 0.95% | Q3 2017 | Q3 2023 | 24 |
Snowden Capital Advisors LLC | 16 | 8 | 0.02% | 0.10% | 0.27% | Q3 2017 | Q3 2023 | 24 |
Gradient Investments LLC | 19 | 2 | 0.00% | 0.01% | 0.07% | Q4 2016 | Q3 2023 | 24 |
Tygh Capital Management, Inc. | 10 | 5 | 0.40% | 1.20% | 1.83% | Q4 2014 | Q4 2021 | 24 |
COLONY GROUP LLC | 17 | 1 | 0.00% | 0.01% | 0.06% | Q4 2014 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.24% | 0.67% | 1.11% | Q4 2017 | Q3 2023 | 24 |
Bank Pictet & Cie (Europe) AG | 12 | 11 | 0.01% | 0.36% | 1.13% | Q1 2017 | Q3 2023 | 23 |
Biltmore Family Office, LLC | 23 | 23 | 0.11% | 0.76% | 2.51% | Q1 2018 | Q3 2023 | 23 |
SUNTRUST BANKS INC | 16 | 7 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2019 | 23 |
Parkside Financial Bank & Trust | 18 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q3 2023 | 23 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 23 | 23 | 0.00% | 0.04% | 0.10% | Q1 2018 | Q3 2023 | 23 |
Ionic Capital Management LLC | 7 | 3 | 0.00% | 0.29% | 0.78% | Q3 2016 | Q3 2023 | 23 |
Shepherd Financial Partners LLC | 23 | 23 | 0.06% | 0.26% | 0.39% | Q1 2018 | Q3 2023 | 23 |
MGO ONE SEVEN LLC | 21 | 2 | 0.02% | 0.15% | 0.47% | Q4 2017 | Q3 2023 | 23 |
Chevy Chase Trust Holdings, LLC | 14 | 1 | 0.00% | 0.02% | 0.06% | Q3 2013 | Q2 2021 | 23 |
OPPENHEIMER ASSET MANAGEMENT INC. | 23 | 23 | 0.00% | 0.03% | 0.08% | Q1 2017 | Q3 2022 | 23 |
Evercore Wealth Management, LLC | 14 | 9 | 0.00% | 0.01% | 0.03% | Q4 2015 | Q3 2023 | 23 |
Financial Partners Group, Inc | 23 | 23 | 0.05% | 0.23% | 0.48% | Q4 2017 | Q2 2023 | 23 |
Ausdal Financial Partners, Inc. | 17 | 1 | 0.00% | 0.17% | 0.30% | Q4 2015 | Q1 2023 | 23 |
Capital Investment Advisory Services, LLC | 23 | 23 | 0.01% | 0.10% | 0.26% | Q1 2018 | Q3 2023 | 23 |
Ledyard National Bank | 23 | 23 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q4 2018 | 23 |
Laurel Wealth Advisors, Inc. | 23 | 23 | 0.04% | 0.30% | 0.65% | Q2 2017 | Q4 2022 | 23 |
Private Ocean, LLC | 23 | 23 | 0.01% | 0.03% | 0.04% | Q1 2018 | Q3 2023 | 23 |
Banco Santander, S.A. | 23 | 23 | 0.02% | 0.03% | 0.05% | Q1 2018 | Q3 2023 | 23 |
WHITTIER TRUST CO OF NEVADA INC | 23 | 23 | 0.13% | 0.38% | 0.65% | Q1 2018 | Q3 2023 | 23 |
Zurcher Kantonalbank (Zurich Cantonalbank) | 22 | 22 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q2 2023 | 22 |
Verition Fund Management LLC | 16 | 3 | 0.02% | 0.15% | 0.78% | Q2 2013 | Q3 2023 | 22 |
Argent Trust Co | 22 | 22 | 0.03% | 0.07% | 0.12% | Q2 2018 | Q3 2023 | 22 |
RAND WEALTH, LLC | 22 | 22 | 0.28% | 0.47% | 0.67% | Q2 2013 | Q3 2018 | 22 |
EATON VANCE MANAGEMENT | 22 | 22 | 0.00% | 0.03% | 0.05% | Q2 2017 | Q3 2022 | 22 |
Nan Shan Life Insurance Co., Ltd. | 13 | 9 | 0.03% | 0.11% | 0.20% | Q1 2018 | Q3 2023 | 22 |
Crestone Asset Management LLC | 22 | 22 | 0.16% | 0.86% | 1.82% | Q2 2018 | Q3 2023 | 22 |
EVERGREEN CAPITAL MANAGEMENT LLC | 22 | 22 | 0.02% | 0.04% | 0.09% | Q2 2018 | Q3 2023 | 22 |
Aureus Asset Management, LLC | 12 | 1 | 0.01% | 0.03% | 0.05% | Q1 2015 | Q4 2021 | 22 |
Miller Investment Management, LP | 22 | 22 | 0.07% | 0.16% | 0.30% | Q2 2018 | Q3 2023 | 22 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.12% | 1.20% | Q1 2015 | Q3 2023 | 22 |
Main Management ETF Advisors, LLC | 22 | 22 | 1.72% | 4.39% | 6.28% | Q4 2017 | Q1 2023 | 22 |
Stockman Wealth Management, Inc. | 22 | 22 | 0.06% | 0.13% | 0.21% | Q4 2017 | Q1 2023 | 22 |
Kovitz Investment Group Partners, LLC | 19 | 3 | 0.01% | 0.09% | 0.13% | Q1 2017 | Q3 2023 | 22 |
NOMURA ASSET MANAGEMENT CO LTD | 9 | 6 | 0.00% | 0.02% | 0.06% | Q1 2016 | Q3 2023 | 22 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | 4 | 1 | 0.36% | 2.02% | 5.01% | Q4 2014 | Q3 2023 | 22 |
Belpointe Asset Management LLC | 18 | 1 | 0.03% | 0.20% | 1.01% | Q4 2017 | Q3 2023 | 22 |
COWEN AND COMPANY, LLC | 9 | 1 | 0.00% | 0.76% | 3.75% | Q3 2019 | Q1 2022 | 22 |
WP Advisors, LLC | 19 | 2 | 0.12% | 0.46% | 0.70% | Q2 2018 | Q3 2023 | 21 |
BOSTON FAMILY OFFICE LLC | 21 | 21 | 0.03% | 0.45% | 0.69% | Q2 2018 | Q2 2023 | 21 |
BOOTHBAY FUND MANAGEMENT, LLC | 9 | 1 | 0.01% | 0.13% | 0.40% | Q1 2017 | Q3 2023 | 21 |
Fieldpoint Private Securities, LLC | 21 | 21 | 0.00% | 0.18% | 0.48% | Q1 2017 | Q1 2022 | 21 |
First Allied Advisory Services, Inc. | 12 | 9 | 0.01% | 0.02% | 0.11% | Q1 2015 | Q3 2020 | 21 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2022 | 21 |
MITCHELL SINKLER & STARR/PA | 21 | 21 | 0.13% | 0.39% | 0.68% | Q2 2018 | Q2 2023 | 21 |
D L CARLSON INVESTMENT GROUP INC | 21 | 21 | 0.52% | 1.26% | 1.96% | Q3 2018 | Q3 2023 | 21 |
MONTAG A & ASSOCIATES INC | 21 | 21 | 0.01% | 0.03% | 0.05% | Q3 2018 | Q3 2023 | 21 |
FACTORY MUTUAL INSURANCE CO | 21 | 21 | 0.12% | 0.18% | 0.28% | Q2 2013 | Q2 2018 | 21 |
Winfield Associates, Inc. | 21 | 21 | 0.10% | 1.45% | 2.68% | Q1 2017 | Q1 2022 | 21 |
PINNACLE ASSOCIATES LTD | 21 | 21 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q3 2023 | 21 |
NOMURA HOLDINGS INC | 3 | 1 | 0.00% | 0.04% | 0.30% | Q3 2014 | Q3 2023 | 21 |
Tekla Capital Management LLC | 13 | 2 | 0.24% | 0.53% | 0.90% | Q1 2016 | Q2 2023 | 21 |
ASSET ADVISORS CORP | 21 | 21 | 0.08% | 0.22% | 0.76% | Q2 2013 | Q2 2018 | 21 |
NBW CAPITAL LLC | 21 | 21 | 0.72% | 2.03% | 2.82% | Q2 2017 | Q2 2022 | 21 |
Ahrens Investment Partners LLC | 10 | 2 | 0.09% | 0.19% | 0.35% | Q4 2016 | Q1 2023 | 21 |
Sargent Bickham Lagudis LLC | 11 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q4 2022 | 21 |
United Capital Management of KS, Inc. | 21 | 21 | 0.94% | 1.76% | 3.05% | Q3 2018 | Q3 2023 | 21 |
Lido Advisors, LLC | 13 | 1 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q2 2023 | 21 |
Atika Capital Management LLC | 13 | 1 | 0.87% | 3.52% | 6.97% | Q3 2016 | Q2 2022 | 21 |
Smart Portfolios, LLC | 12 | 2 | 0.02% | 2.48% | 5.39% | Q3 2016 | Q1 2023 | 21 |
SIMON QUICK ADVISORS, LLC | 21 | 21 | 0.01% | 0.02% | 0.05% | Q1 2017 | Q1 2022 | 21 |
KEYBANK NATIONAL ASSOCIATION/OH | 16 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 21 |
McGuire Investment Group, LLC | 21 | 21 | 2.37% | 3.35% | 4.39% | Q3 2018 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.06% | 0.40% | Q3 2018 | Q3 2023 | 21 |
MEANS INVESTMENT CO., INC. | 20 | 20 | 0.96% | 2.00% | 2.98% | Q4 2018 | Q3 2023 | 20 |
Sargent Investment Group, LLC | 20 | 20 | 0.08% | 0.12% | 0.16% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 20 | 20 | 0.05% | 0.12% | 0.20% | Q4 2018 | Q3 2023 | 20 |
Cranbrook Wealth Management, LLC | 20 | 20 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 20 |
ADELL HARRIMAN & CARPENTER INC | 20 | 20 | 0.03% | 0.13% | 0.28% | Q4 2018 | Q3 2023 | 20 |
HM PAYSON & CO | 18 | 2 | 0.00% | 0.01% | 0.01% | Q1 2015 | Q3 2023 | 20 |
QVT Financial LP | 15 | 15 | 0.03% | 10.24% | 22.04% | Q1 2015 | Q3 2018 | 20 |
Ikarian Capital, LLC | 7 | 1 | 0.44% | 3.83% | 11.06% | Q4 2019 | Q3 2023 | 20 |
Jackson Hole Capital Partners, LLC | 20 | 20 | 0.04% | 0.06% | 0.10% | Q4 2018 | Q3 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.01% | 0.03% | 0.06% | Q4 2017 | Q3 2022 | 20 |
Beaumont Financial Partners, LLC | 15 | 1 | 0.03% | 0.07% | 0.37% | Q3 2013 | Q3 2022 | 20 |
TrinityPoint Wealth, LLC | 20 | 20 | 0.12% | 0.69% | 1.84% | Q4 2018 | Q3 2023 | 20 |
Financial Sense Advisors, Inc. | 15 | 5 | 0.11% | 0.19% | 0.44% | Q3 2017 | Q3 2022 | 20 |
&PARTNERS | 20 | 20 | 0.19% | 0.53% | 0.86% | Q4 2018 | Q3 2023 | 20 |
American Financial Advisors, LLC | 20 | 20 | 0.88% | 3.20% | 5.52% | Q4 2018 | Q3 2023 | 20 |
JNBA Financial Advisors | 12 | 1 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2021 | 20 |
Rockefeller Capital Management L.P. | 18 | 1 | 0.00% | 0.02% | 0.11% | Q2 2018 | Q3 2023 | 20 |
United Asset Strategies, Inc. | 17 | 1 | 0.03% | 0.25% | 1.32% | Q1 2017 | Q3 2023 | 20 |
Prestige Wealth Management Group LLC | 20 | 20 | 0.00% | 0.01% | 0.01% | Q4 2018 | Q3 2023 | 20 |
FULTON BANK, N.A. | 20 | 20 | 0.01% | 0.10% | 0.27% | Q1 2015 | Q4 2019 | 20 |
Manchester Capital Management LLC | 11 | 2 | 0.00% | 0.00% | 0.02% | Q2 2013 | Q3 2023 | 20 |
Legacy Bridge, LLC | 20 | 20 | 0.02% | 0.03% | 0.07% | Q4 2018 | Q3 2023 | 20 |
SYNOVUS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.02% | Q1 2017 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.14% | 0.90% | Q1 2018 | Q3 2023 | 20 |
CIBC Private Wealth Group, LLC | 11 | 9 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 20 |
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD | 20 | 20 | 0.16% | 0.47% | 1.01% | Q4 2018 | Q3 2023 | 20 |
REILLY FINANCIAL ADVISORS, LLC | 19 | 19 | 0.00% | 0.91% | 2.16% | Q2 2017 | Q4 2021 | 19 |
RPg Family Wealth Advisory, LLC | 10 | 1 | 0.01% | 0.39% | 0.72% | Q2 2017 | Q3 2023 | 19 |
Sicart Associates LLC | 10 | 1 | 0.05% | 0.19% | 0.44% | Q1 2017 | Q1 2022 | 19 |
COUNTRY TRUST BANK | 16 | 3 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2022 | 19 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 19 | 19 | 0.04% | 0.06% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Prospera Financial Services Inc | 16 | 1 | 0.02% | 0.15% | 0.77% | Q4 2016 | Q3 2023 | 19 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 6 | 4 | 0.00% | 0.09% | 0.34% | Q3 2016 | Q3 2019 | 19 |
CSS LLC/IL | 10 | 1 | 0.02% | 0.11% | 0.46% | Q4 2019 | Q3 2022 | 19 |
Sheaff Brock Investment Advisors, LLC | 6 | 1 | 0.02% | 0.05% | 0.26% | Q4 2015 | Q3 2021 | 19 |
Telemetry Investments, L.L.C. | 14 | 4 | 0.14% | 6.47% | 20.46% | Q1 2016 | Q3 2022 | 19 |
Compagnie Lombard Odier SCmA | 15 | 2 | 0.00% | 0.01% | 0.05% | Q1 2015 | Q3 2023 | 19 |
Realta Investment Advisors | 19 | 19 | 0.08% | 0.14% | 0.19% | Q1 2019 | Q3 2023 | 19 |
MEITAV INVESTMENT HOUSE LTD | 11 | 1 | 0.02% | 0.29% | 1.32% | Q2 2018 | Q3 2023 | 19 |
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD | 18 | 1 | 0.16% | 0.45% | 1.02% | Q4 2018 | Q3 2023 | 19 |
EQUITABLE TRUST CO | 19 | 19 | 0.02% | 0.08% | 0.63% | Q2 2018 | Q4 2022 | 19 |
ENTERPRISE FINANCIAL SERVICES CORP | 19 | 19 | 0.04% | 0.26% | 0.51% | Q4 2017 | Q2 2022 | 19 |
Carroll Financial Associates, Inc. | 19 | 19 | 0.00% | 0.01% | 0.03% | Q2 2017 | Q4 2021 | 19 |
Windham Capital Management, LLC | 19 | 19 | 0.20% | 0.33% | 0.46% | Q1 2019 | Q3 2023 | 19 |
GARRISON BRADFORD & ASSOCIATES INC | 19 | 19 | 0.26% | 0.44% | 0.69% | Q1 2019 | Q3 2023 | 19 |
First National Bank of South Miami | 19 | 19 | 0.02% | 0.04% | 0.06% | Q4 2018 | Q2 2023 | 19 |
Ashfield Capital Partners, LLC | 19 | 19 | 0.09% | 0.20% | 0.38% | Q1 2018 | Q3 2022 | 19 |
SPHERA FUNDS MANAGEMENT LTD. | 3 | 1 | 0.36% | 8.80% | 27.56% | Q3 2017 | Q3 2023 | 19 |
Voya Financial Advisors, Inc. | 19 | 19 | 0.02% | 0.04% | 0.07% | Q3 2016 | Q1 2021 | 19 |
Nuveen Asset Management, LLC | 14 | 5 | 0.00% | 0.03% | 0.09% | Q2 2017 | Q3 2023 | 19 |
PRIVATE TRUST CO NA | 7 | 6 | 0.00% | 0.02% | 0.05% | Q1 2013 | Q3 2023 | 19 |
STEPHENS INC /AR/ | 13 | 6 | 0.02% | 0.03% | 0.12% | Q4 2018 | Q3 2023 | 19 |
Merit Financial Group, LLC | 19 | 19 | 0.01% | 0.25% | 0.78% | Q1 2019 | Q3 2023 | 19 |
StoneX Group Inc. | 19 | 19 | 0.10% | 0.38% | 0.79% | Q2 2017 | Q4 2021 | 19 |
NATIXIS | 15 | 1 | 0.00% | 0.21% | 1.22% | Q2 2015 | Q4 2022 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
APPLETON GROUP, LLC | 9 | 1 | 0.21% | 0.59% | 1.52% | Q2 2015 | Q2 2023 | 18 |
Nantahala Capital Management | 9 | 1 | 0.79% | 2.59% | 6.59% | Q2 2014 | Q3 2023 | 18 |
IHT Wealth Management, LLC | 14 | 4 | 0.00% | 0.13% | 0.37% | Q2 2017 | Q3 2023 | 18 |
PROFFITT & GOODSON INC | 11 | 7 | 0.00% | 0.52% | 1.05% | Q2 2013 | Q3 2023 | 18 |
ArchPoint Investors | 18 | 18 | 0.18% | 1.10% | 2.55% | Q4 2016 | Q1 2021 | 18 |
FIRST MANHATTAN CO. LLC. | 10 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 18 |
NORTHERN CAPITAL MANAGEMENT LLC | 17 | 1 | 0.09% | 0.79% | 1.39% | Q2 2013 | Q4 2018 | 18 |
Hanson & Doremus Investment Management | 18 | 18 | 0.00% | 0.28% | 0.41% | Q2 2019 | Q3 2023 | 18 |
BAILARD, INC. | 18 | 18 | 0.01% | 0.02% | 0.04% | Q3 2018 | Q4 2022 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.01% | 0.06% | Q2 2013 | Q3 2014 | 18 |
AVALON CAPITAL MANAGEMENT | 9 | 1 | 0.20% | 2.01% | 5.06% | Q1 2014 | Q2 2023 | 18 |
Ayalon Insurance Comp Ltd. | 17 | 1 | 0.04% | 0.56% | 1.96% | Q4 2017 | Q2 2022 | 18 |
Crewe Advisors LLC | 12 | 6 | 0.00% | 0.00% | 0.02% | Q4 2017 | Q2 2023 | 18 |
Schonfeld Strategic Advisors LLC | 9 | 1 | 0.00% | 0.13% | 0.34% | Q3 2020 | Q3 2023 | 18 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 18 | 18 | 0.27% | 0.36% | 0.46% | Q2 2019 | Q3 2023 | 18 |
Cetera Investment Advisers | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Squarepoint Ops LLC | 9 | 1 | 0.01% | 0.07% | 0.38% | Q4 2019 | Q3 2023 | 18 |
Shulman DeMeo Asset Management LLC | 10 | 8 | 0.07% | 0.11% | 0.22% | Q1 2019 | Q3 2023 | 18 |
BlackRock Inc. | 14 | 2 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 18 |
Private Capital Group, LLC | 18 | 18 | 0.01% | 0.06% | 0.14% | Q4 2017 | Q1 2022 | 18 |
STATE OF WISCONSIN INVESTMENT BOARD | 16 | 2 | 0.04% | 0.17% | 0.40% | Q2 2013 | Q3 2023 | 18 |
BCWM, LLC | 15 | 1 | 0.41% | 2.03% | 3.04% | Q2 2016 | Q3 2023 | 18 |
MERIDIAN INVESTMENT COUNSEL INC. | 16 | 1 | 0.11% | 0.44% | 0.64% | Q2 2019 | Q3 2023 | 17 |
1832 Asset Management L.P. | 12 | 5 | 0.00% | 0.00% | 0.01% | Q1 2017 | Q2 2021 | 17 |
RAY GERALD L & ASSOCIATES LTD | 17 | 17 | 0.05% | 0.12% | 0.19% | Q3 2013 | Q3 2017 | 17 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 17 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Archford Capital Strategies, LLC | 7 | 4 | 0.02% | 0.08% | 0.22% | Q2 2016 | Q3 2021 | 17 |
KING LUTHER CAPITAL MANAGEMENT CORP | 16 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q3 2023 | 17 |
Evolution Wealth Advisors, LLC | 17 | 17 | 0.00% | 0.72% | 1.32% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.03% | 0.07% | Q2 2013 | Q2 2017 | 17 |
AllSquare Wealth Management LLC | 17 | 17 | 0.01% | 0.02% | 0.04% | Q3 2019 | Q3 2023 | 17 |
Capital Advisory Group Advisory Services, LLC | 15 | 2 | 0.02% | 0.04% | 0.06% | Q1 2018 | Q2 2022 | 17 |
BAROMETER CAPITAL MANAGEMENT INC. | 6 | 1 | 0.08% | 0.27% | 0.67% | Q3 2015 | Q4 2022 | 17 |
Granite Point Capital Management, L.P. | 7 | 1 | 0.26% | 3.62% | 13.40% | Q2 2018 | Q1 2023 | 17 |
WHALEROCK POINT PARTNERS, LLC | 17 | 17 | 0.08% | 0.18% | 0.29% | Q3 2019 | Q3 2023 | 17 |
Hillcrest Wealth Advisors - NY, LLC | 13 | 4 | 0.19% | 0.72% | 1.27% | Q4 2018 | Q3 2023 | 17 |
CERTUITY, LLC | 16 | 16 | 0.05% | 0.33% | 0.67% | Q4 2019 | Q3 2023 | 17 |
Williams Jones Wealth Management, LLC. | 17 | 17 | 0.11% | 0.17% | 0.22% | Q3 2019 | Q3 2023 | 17 |
ORSER CAPITAL MANAGEMENT, LLC | 10 | 7 | 0.13% | 0.48% | 1.39% | Q4 2017 | Q1 2022 | 17 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 17 |
Moloney Securities Asset Management, LLC | 7 | 1 | 0.04% | 0.09% | 0.27% | Q4 2016 | Q4 2021 | 17 |
Parkside Investments, LLC | 9 | 8 | 0.34% | 1.27% | 1.72% | Q4 2018 | Q3 2023 | 17 |
Ilmarinen Mutual Pension Insurance Co | 17 | 17 | 0.09% | 0.16% | 0.27% | Q3 2019 | Q3 2023 | 17 |
Mutual Advisors, LLC | 15 | 15 | 0.00% | 0.08% | 0.15% | Q1 2020 | Q3 2023 | 17 |
Cordasco Financial Network | 11 | 6 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q2 2022 | 17 |
ALERUS FINANCIAL NA | 10 | 1 | 0.02% | 0.28% | 0.55% | Q4 2018 | Q3 2023 | 17 |
CENTRAL TRUST Co | 11 | 6 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2022 | 17 |
LMR Partners LLP | 10 | 10 | 0.14% | 0.77% | 1.82% | Q2 2021 | Q3 2023 | 17 |
Cribstone Capital Management, LLC | 16 | 16 | 0.26% | 0.53% | 0.65% | Q1 2019 | Q4 2022 | 16 |
BigSur Wealth Management LLC | 16 | 16 | 0.05% | 0.09% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Capital Investment Counsel, Inc | 15 | 1 | 0.00% | 0.13% | 0.16% | Q4 2016 | Q3 2023 | 16 |
Willingdon Wealth Management | 16 | 16 | 0.00% | 0.12% | 0.23% | Q2 2016 | Q1 2020 | 16 |
SEGALL BRYANT & HAMILL, LLC | 7 | 3 | 0.00% | 0.03% | 0.09% | Q3 2015 | Q3 2023 | 16 |
Wealth Alliance Advisory Group, LLC | 16 | 16 | 0.13% | 0.24% | 0.57% | Q1 2018 | Q4 2021 | 16 |
Covington Capital Management | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2022 | 16 |
Elite Wealth Management, Inc. | 9 | 7 | 0.18% | 0.92% | 1.68% | Q1 2015 | Q4 2019 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.00% | 0.05% | 0.09% | Q4 2019 | Q3 2023 | 16 |
Spot Trading L.L.C | 5 | 2 | 0.00% | 0.10% | 0.39% | Q2 2015 | Q1 2017 | 16 |
Psagot Value Holdings Ltd. | 12 | 4 | 0.08% | 0.31% | 0.88% | Q2 2013 | Q3 2021 | 16 |
Financial Management Professionals, Inc. | 14 | 2 | 0.01% | 0.19% | 1.61% | Q4 2017 | Q3 2023 | 16 |
TRUIST FINANCIAL CORP | 16 | 16 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 16 |
LINCOLN NATIONAL CORP | 13 | 1 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 16 |
SHELTON CAPITAL MANAGEMENT | 16 | 16 | 0.04% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 16 |
Focused Wealth Management, Inc | 16 | 16 | 0.00% | 0.57% | 1.00% | Q4 2019 | Q3 2023 | 16 |
WASHINGTON TRUST Co | 15 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2023 | 16 |
BELLEVUE ASSET MANAGEMENT, LLC | 16 | 16 | 0.01% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 16 |
Kingsview Wealth Management, LLC | 6 | 1 | 0.00% | 0.25% | 1.47% | Q2 2017 | Q3 2023 | 16 |
Sowell Financial Services LLC | 10 | 2 | 0.06% | 0.12% | 0.26% | Q4 2018 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.06% | 0.13% | Q4 2019 | Q3 2023 | 16 |
EASTERN BANK | 13 | 3 | 0.04% | 1.00% | 1.71% | Q4 2018 | Q3 2023 | 16 |
CANADA PENSION PLAN INVESTMENT BOARD | 16 | 16 | 0.02% | 0.10% | 0.18% | Q4 2019 | Q3 2023 | 16 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 14 | 2 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q2 2020 | 16 |
DELTEC ASSET MANAGEMENT LLC | 13 | 1 | 0.07% | 0.37% | 1.02% | Q1 2017 | Q3 2023 | 16 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 16 | 16 | 0.24% | 1.44% | 5.36% | Q4 2019 | Q3 2023 | 16 |
Worth Venture Partners, LLC | 16 | 16 | 0.26% | 0.47% | 0.81% | Q1 2017 | Q4 2020 | 16 |
TCI Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.02% | Q3 2014 | Q1 2023 | 16 |
Sugarloaf Wealth Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 15 | 15 | 0.01% | 0.05% | 0.12% | Q1 2020 | Q3 2023 | 15 |
Perceptive Advisors | 3 | 1 | 0.00% | 0.45% | 2.28% | Q2 2015 | Q2 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.27% | 0.36% | 0.49% | Q1 2020 | Q3 2023 | 15 |
FALCON POINT CAPITAL, LLC | 15 | 15 | 0.17% | 0.42% | 1.20% | Q3 2014 | Q1 2018 | 15 |
TIEDEMANN ADVISORS, LLC | 11 | 2 | 0.01% | 0.05% | 0.09% | Q4 2018 | Q3 2023 | 15 |
Patriot Financial Group Insurance Agency, LLC | 8 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2022 | 15 |
HBK Sorce Advisory LLC | 13 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q3 2023 | 15 |
Opus Point Partners Management, LLC | 9 | 1 | 1.07% | 8.03% | 29.65% | Q4 2014 | Q2 2018 | 15 |
Larson Financial Group LLC | 15 | 15 | 0.01% | 0.03% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Lindbrook Capital, LLC | 10 | 1 | 0.00% | 0.12% | 0.46% | Q4 2018 | Q3 2023 | 15 |
Banque Cantonale Vaudoise | 13 | 2 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 15 |
CMH Wealth Management LLC | 15 | 15 | 1.34% | 2.22% | 3.09% | Q1 2020 | Q3 2023 | 15 |
FAS Wealth Partners, Inc. | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.04% | Q3 2015 | Q2 2023 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.04% | 0.08% | Q2 2016 | Q4 2019 | 15 |
First Horizon Advisors, Inc. | 12 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 15 |
LS Investment Advisors, LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2018 | 15 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 12 | 3 | 0.01% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 15 |
SONATA CAPITAL GROUP INC | 10 | 5 | 0.13% | 0.23% | 0.48% | Q2 2015 | Q3 2021 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.00% | 0.04% | 0.08% | Q2 2013 | Q4 2016 | 15 |
PRUDENTIAL FINANCIAL INC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
TSFG, LLC | 15 | 15 | 0.00% | 0.02% | 0.06% | Q1 2020 | Q3 2023 | 15 |
HARBOR INVESTMENT ADVISORY, LLC | 14 | 1 | 0.00% | 0.04% | 0.07% | Q4 2019 | Q3 2023 | 15 |
WELLINGTON MANAGEMENT GROUP LLP | 14 | 1 | 0.00% | 0.00% | 0.02% | Q4 2016 | Q3 2023 | 15 |
Integrated Wealth Concepts LLC | 15 | 15 | 0.03% | 0.05% | 0.07% | Q1 2020 | Q3 2023 | 15 |
Orbimed Advisors | 8 | 1 | 0.11% | 0.49% | 1.47% | Q2 2013 | Q1 2023 | 15 |
Canton Hathaway, LLC | 14 | 1 | 0.01% | 0.02% | 0.02% | Q3 2018 | Q2 2022 | 15 |
TWO SIGMA ADVISERS, LP | 7 | 1 | 0.00% | 0.13% | 0.34% | Q4 2018 | Q3 2023 | 15 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 15 | 15 | 0.02% | 0.05% | 0.08% | Q2 2016 | Q4 2019 | 15 |
ACUTA CAPITAL PARTNERS, LLC | 8 | 1 | 1.70% | 6.34% | 12.00% | Q3 2015 | Q3 2020 | 15 |
TCTC Holdings, LLC | 14 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q3 2023 | 15 |
Foothills Asset Management, Ltd. | 15 | 15 | 1.48% | 1.79% | 2.03% | Q3 2016 | Q1 2020 | 15 |
Front Row Advisors LLC | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ProVise Management Group, LLC | 15 | 15 | 0.03% | 0.04% | 0.06% | Q1 2020 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.01% | 0.03% | 0.04% | Q1 2020 | Q3 2023 | 15 |
Aquilo Capital Management, LLC | 10 | 1 | 12.26% | 27.09% | 52.09% | Q4 2018 | Q4 2022 | 15 |
Wealthcare Advisory Partners LLC | 5 | 1 | 0.00% | 0.02% | 0.05% | Q1 2018 | Q2 2023 | 15 |
J.W. COLE ADVISORS, INC. | 14 | 1 | 0.04% | 0.27% | 1.61% | Q4 2019 | Q3 2023 | 15 |
Gerber Kawasaki Wealth & Investment Management | 15 | 15 | 0.10% | 0.77% | 1.73% | Q1 2020 | Q3 2023 | 15 |
JENNISON ASSOCIATES LLC | 6 | 1 | 0.01% | 0.06% | 0.14% | Q2 2015 | Q4 2020 | 15 |
TimeScale Financial, Inc. | 12 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 15 |
BB&T SECURITIES, LLC | 14 | 1 | 0.00% | 0.02% | 0.04% | Q4 2015 | Q3 2019 | 15 |
Quantitative Investment Management, LLC | 3 | 1 | 0.07% | 1.02% | 3.59% | Q1 2014 | Q2 2023 | 15 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.04% | 0.12% | Q4 2017 | Q2 2023 | 14 |
CONTINENTAL ADVISORS LLC | 7 | 7 | 0.19% | 1.10% | 2.00% | Q1 2022 | Q3 2023 | 14 |
PURA VIDA INVESTMENTS, LLC | 7 | 1 | 0.64% | 3.33% | 6.38% | Q4 2014 | Q1 2021 | 14 |
CAROLINAS WEALTH CONSULTING LLC | 14 | 14 | 0.00% | 0.03% | 0.06% | Q2 2020 | Q3 2023 | 14 |
HHM Wealth Advisors, LLC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
USCA RIA LLC | 14 | 14 | 0.05% | 0.12% | 0.20% | Q1 2018 | Q2 2021 | 14 |
MYCIO WEALTH PARTNERS, LLC | 8 | 2 | 0.00% | 0.01% | 0.04% | Q4 2014 | Q4 2019 | 14 |
DAVIS R M INC | 14 | 14 | 0.08% | 0.22% | 0.41% | Q2 2020 | Q3 2023 | 14 |
OneDigital Investment Advisors LLC | 10 | 4 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q2 2023 | 14 |
TOTH FINANCIAL ADVISORY CORP | 6 | 1 | 0.00% | 0.02% | 0.18% | Q4 2015 | Q3 2023 | 14 |
Lehman & Derafelo Financial Resources LLC | 12 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q3 2022 | 14 |
CAPITAL ADVISORS INC/OK | 12 | 2 | 0.01% | 0.60% | 1.13% | Q4 2018 | Q2 2023 | 14 |
Advisors Capital Management, LLC | 14 | 14 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2023 | 14 |
CNB Bank | 14 | 14 | 0.01% | 0.04% | 0.12% | Q2 2020 | Q3 2023 | 14 |
Delta Investment Management, LLC | 14 | 14 | 0.06% | 0.12% | 0.18% | Q4 2019 | Q1 2023 | 14 |
Aurora Investment Managers, LLC. | 14 | 14 | 0.20% | 5.22% | 9.77% | Q2 2020 | Q3 2023 | 14 |
BRANT POINT INVESTMENT MANAGEMENT LLC | 14 | 14 | 0.12% | 0.40% | 1.06% | Q2 2020 | Q3 2023 | 14 |
Windsor Creek Advisors, LLC | 13 | 13 | 0.07% | 0.49% | 1.19% | Q4 2018 | Q4 2021 | 14 |
Strategic Wealth Investment Group, LLC | 14 | 14 | 0.25% | 0.36% | 0.47% | Q2 2020 | Q3 2023 | 14 |
Wealthstreet Investment Advisors, LLC | 14 | 14 | 0.20% | 0.23% | 0.27% | Q4 2017 | Q1 2021 | 14 |
Cerity Partners LLC | 5 | 1 | 0.00% | 0.02% | 0.07% | Q1 2017 | Q3 2023 | 14 |
Employees Retirement System of Texas | 6 | 1 | 0.09% | 0.26% | 0.43% | Q3 2019 | Q3 2023 | 14 |
INGALLS & SNYDER LLC | 14 | 14 | 0.02% | 0.06% | 0.13% | Q2 2020 | Q3 2023 | 14 |
Asset Advisors Investment Management, LLC | 14 | 14 | 0.06% | 0.09% | 0.10% | Q3 2018 | Q4 2021 | 14 |
Prudent Man Advisors, LLC | 14 | 14 | 0.34% | 0.51% | 0.84% | Q2 2020 | Q3 2023 | 14 |
Atom Investors LP | 10 | 1 | 0.02% | 3.49% | 8.72% | Q1 2019 | Q3 2023 | 14 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 6 | 1 | 0.04% | 0.08% | 0.13% | Q1 2018 | Q3 2022 | 14 |
WealthShield Partners, LLC | 5 | 1 | 0.00% | 0.23% | 1.26% | Q2 2018 | Q3 2023 | 14 |
Fiera Capital Corp | 9 | 5 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q4 2020 | 14 |
Oakworth Capital, Inc. | 8 | 6 | 0.00% | 0.55% | 1.52% | Q4 2017 | Q3 2023 | 14 |
SlateStone Wealth, LLC | 14 | 14 | 0.07% | 0.55% | 0.77% | Q4 2018 | Q1 2022 | 14 |
THOMPSON SIEGEL & WALMSLEY LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2020 | Q3 2023 | 14 |
Costello Asset Management, INC | 14 | 14 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2023 | 14 |
DUNCKER STREETT & CO INC | 5 | 4 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 14 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 13 |
CAPITAL INSIGHT PARTNERS, LLC | 13 | 13 | 0.04% | 0.40% | 0.76% | Q2 2020 | Q2 2023 | 13 |
HOWARD CAPITAL MANAGEMENT | 12 | 1 | 0.04% | 1.72% | 2.76% | Q2 2017 | Q4 2020 | 13 |
THOMPSON DAVIS & CO., INC. | 12 | 1 | 0.01% | 0.38% | 0.83% | Q4 2015 | Q4 2021 | 13 |
Marotta Asset Management | 10 | 3 | 0.80% | 1.10% | 1.32% | Q3 2020 | Q4 2023 | 13 |
Plante Moran Financial Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 13 |
WS MANAGEMENT LLLP | 6 | 5 | 0.16% | 0.85% | 1.61% | Q2 2018 | Q3 2023 | 13 |
SCHMIDT P J INVESTMENT MANAGEMENT INC | 13 | 13 | 0.14% | 0.23% | 0.36% | Q1 2013 | Q1 2016 | 13 |
WILLIAMS JONES & ASSOCIATES LLC | 7 | 6 | 0.01% | 0.14% | 0.47% | Q1 2014 | Q2 2019 | 13 |
Rafferty Asset Management, LLC | 12 | 1 | 0.07% | 0.66% | 1.97% | Q2 2015 | Q4 2018 | 13 |
Stonebridge Capital Advisors LLC | 7 | 1 | 0.00% | 0.77% | 1.92% | Q4 2013 | Q1 2022 | 13 |
Ironwood Financial, llc | 8 | 5 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2021 | 13 |
Virtu Financial LLC | 6 | 2 | 0.03% | 0.65% | 3.53% | Q2 2014 | Q3 2018 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.02% | 0.03% | 0.07% | Q3 2020 | Q3 2023 | 13 |
GFS Advisors, LLC | 13 | 13 | 0.14% | 0.24% | 0.32% | Q3 2020 | Q3 2023 | 13 |
PFG Advisors | 13 | 13 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q3 2023 | 13 |
CHIRON CAPITAL MANAGEMENT, LLC | 13 | 13 | 0.27% | 5.41% | 9.34% | Q3 2020 | Q3 2023 | 13 |
CenterStar Asset Management, LLC | 2 | 1 | 0.03% | 0.17% | 0.44% | Q1 2019 | Q3 2023 | 13 |
Concert Wealth Management Inc. | 13 | 13 | 0.04% | 0.08% | 0.18% | Q3 2013 | Q3 2016 | 13 |
Eversept Partners, LP | 6 | 1 | 0.12% | 0.92% | 1.88% | Q2 2021 | Q3 2023 | 13 |
Conservest Capital Advisors, Inc. | 13 | 13 | 0.07% | 0.23% | 0.36% | Q3 2020 | Q3 2023 | 13 |
PRIO WEALTH LIMITED PARTNERSHIP | 8 | 2 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2022 | 13 |
CENTAURUS FINANCIAL, INC. | 4 | 1 | 0.01% | 0.13% | 0.33% | Q4 2017 | Q2 2023 | 13 |
Financial Architects, Inc | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2015 | Q1 2019 | 13 |
Sunbelt Securities, Inc. | 4 | 2 | 0.00% | 0.07% | 0.16% | Q2 2018 | Q3 2023 | 13 |
Enterprise Bank & Trust Co | 13 | 13 | 0.57% | 1.06% | 1.45% | Q1 2019 | Q1 2022 | 13 |
Bank OZK | 6 | 2 | 0.10% | 0.23% | 0.37% | Q2 2018 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.16% | 0.41% | 0.64% | Q3 2020 | Q3 2023 | 13 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 7 | 1 | 0.06% | 0.86% | 3.16% | Q4 2016 | Q4 2019 | 13 |
Pettinga Financial Advisors LLC | 9 | 1 | 0.16% | 0.39% | 0.57% | Q4 2018 | Q3 2023 | 13 |
Pacifica Partners Inc. | 13 | 13 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q4 2023 | 13 |
MOORE CAPITAL MANAGEMENT, LP | 3 | 1 | 0.07% | 0.99% | 6.27% | Q3 2016 | Q3 2023 | 13 |
Founders Financial Alliance, LLC | 13 | 13 | 0.00% | 0.11% | 0.30% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.02% | 0.03% | Q1 2020 | Q3 2023 | 13 |
Clearstead Advisors, LLC | 13 | 13 | 0.00% | 0.00% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Curbstone Financial Management Corp | 7 | 1 | 0.08% | 0.11% | 0.13% | Q1 2018 | Q4 2021 | 13 |
Gryphon Financial Partners LLC | 10 | 3 | 0.01% | 0.06% | 0.10% | Q4 2017 | Q2 2022 | 13 |
InterOcean Capital Group, LLC | 12 | 12 | 0.04% | 0.67% | 1.21% | Q4 2020 | Q3 2023 | 12 |
Quantbot Technologies LP | 4 | 1 | 0.01% | 0.17% | 0.47% | Q1 2020 | Q3 2023 | 12 |
Legal Advantage Investments, Inc. | 12 | 12 | 1.14% | 1.60% | 2.21% | Q4 2020 | Q3 2023 | 12 |
Beaton Management Co. Inc. | 7 | 1 | 0.15% | 0.19% | 0.23% | Q2 2018 | Q4 2021 | 12 |
BECK CAPITAL MANAGEMENT, LLC | 7 | 1 | 0.19% | 1.85% | 3.48% | Q4 2013 | Q3 2022 | 12 |
Krilogy Financial LLC | 11 | 1 | 0.00% | 0.01% | 0.01% | Q3 2015 | Q3 2018 | 12 |
Alpine Global Management, LLC | 3 | 1 | 0.07% | 0.30% | 0.97% | Q2 2015 | Q4 2021 | 12 |
FUKOKU MUTUAL LIFE INSURANCE Co | 7 | 1 | 0.02% | 0.92% | 1.71% | Q3 2017 | Q3 2023 | 12 |
Pinnacle Advisory Group, Inc. | 12 | 12 | 0.02% | 0.08% | 0.22% | Q4 2016 | Q3 2019 | 12 |
Essex Savings Bank | 4 | 1 | 0.05% | 0.09% | 0.13% | Q4 2018 | Q3 2023 | 12 |
Bluefin Trading, LLC | 5 | 1 | 0.01% | 0.15% | 1.14% | Q1 2014 | Q1 2020 | 12 |
KMG FIDUCIARY PARTNERS, LLC | 10 | 2 | 0.03% | 0.07% | 0.09% | Q1 2019 | Q1 2022 | 12 |
ANDERSON HOAGLAND & CO | 12 | 12 | 0.20% | 0.38% | 0.59% | Q4 2020 | Q3 2023 | 12 |
Landsberg, Bennett, & Dubbaneh LLC | 12 | 12 | 0.12% | 0.86% | 1.32% | Q4 2018 | Q3 2021 | 12 |
Joseph P. Lucia & Associates, LLC | 6 | 2 | 0.01% | 0.03% | 0.08% | Q1 2019 | Q2 2022 | 12 |
Procyon Advisors, LLC | 5 | 3 | 0.02% | 0.06% | 0.12% | Q4 2019 | Q3 2023 | 12 |
STOCK YARDS BANK & TRUST CO | 10 | 2 | 0.04% | 0.05% | 0.07% | Q2 2016 | Q2 2020 | 12 |
LVM CAPITAL MANAGEMENT LTD/MI | 12 | 12 | 0.52% | 1.10% | 1.59% | Q2 2020 | Q1 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2019 | 12 |
IEQ CAPITAL, LLC | 11 | 1 | 0.01% | 0.03% | 0.08% | Q3 2020 | Q3 2023 | 12 |
MEEDER ASSET MANAGEMENT INC | 9 | 3 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2022 | 12 |
PointState Capital LP | 2 | 1 | 0.01% | 0.25% | 1.30% | Q1 2016 | Q2 2022 | 12 |
SOL Capital Management CO | 12 | 12 | 0.04% | 0.06% | 0.12% | Q4 2020 | Q3 2023 | 12 |
GREAT VALLEY ADVISOR GROUP, INC. | 8 | 4 | 0.01% | 0.05% | 0.19% | Q1 2020 | Q3 2023 | 12 |
Robertson Stephens Wealth Management, LLC | 7 | 5 | 0.02% | 0.05% | 0.11% | Q2 2020 | Q3 2023 | 12 |
Mengis Capital Management, Inc. | 12 | 12 | 0.05% | 0.08% | 0.14% | Q3 2020 | Q2 2023 | 12 |
Annapolis Financial Services, LLC | 12 | 12 | 0.02% | 0.09% | 0.19% | Q4 2020 | Q3 2023 | 12 |
CI INVESTMENTS INC. | 8 | 4 | 0.00% | 0.15% | 0.60% | Q1 2018 | Q3 2023 | 12 |
Timber Hill LLC | 9 | 1 | 0.00% | 0.03% | 0.08% | Q2 2014 | Q3 2017 | 12 |
SIGNATUREFD, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
Bogart Wealth, LLC | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Arkadios Wealth Advisors | 6 | 6 | 0.00% | 0.04% | 0.10% | Q2 2020 | Q3 2023 | 12 |
SOA Wealth Advisors, LLC. | 12 | 12 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Virtu KCG Holdings LLC | 7 | 1 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q1 2017 | 12 |
Berkeley Capital Partners, LLC | 7 | 1 | 0.12% | 0.17% | 0.24% | Q4 2015 | Q4 2021 | 12 |
STEVENS CAPITAL MANAGEMENT LP | 12 | 12 | 0.08% | 2.52% | 6.89% | Q3 2020 | Q2 2023 | 12 |
Tempus Wealth Planning, LLC | 12 | 12 | 0.15% | 0.23% | 0.33% | Q4 2020 | Q3 2023 | 12 |
Bayesian Capital Management, LP | 3 | 1 | 0.08% | 0.24% | 0.60% | Q3 2016 | Q3 2023 | 12 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 3 | 0.06% | 0.13% | 0.22% | Q3 2020 | Q3 2023 | 12 |
Artal Group S.A. | 2 | 1 | 0.20% | 2.44% | 16.93% | Q4 2013 | Q2 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
MORGAN JESS S & CO INC | 12 | 12 | 2.66% | 3.15% | 3.85% | Q4 2019 | Q3 2022 | 12 |
Valeo Financial Advisors, LLC | 7 | 5 | 0.00% | 0.01% | 0.02% | Q4 2017 | Q1 2021 | 12 |
WOLVERINE ASSET MANAGEMENT LLC | 6 | 4 | 0.01% | 0.05% | 0.12% | Q2 2017 | Q4 2019 | 12 |
QVR LLC | 4 | 1 | 0.04% | 0.80% | 2.55% | Q4 2017 | Q4 2019 | 12 |
Certified Advisory Corp | 11 | 1 | 0.01% | 0.04% | 0.08% | Q4 2017 | Q1 2021 | 12 |
Leucadia National | 4 | 4 | 0.08% | 0.34% | 0.75% | Q4 2022 | Q3 2023 | 12 |
Coastal Bridge Advisors, LLC | 12 | 12 | 0.08% | 0.42% | 0.63% | Q4 2020 | Q3 2023 | 12 |
McAdam, LLC | 12 | 12 | 0.05% | 0.10% | 0.17% | Q4 2020 | Q3 2023 | 12 |
Personal Capital Advisors Corp | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2022 | 12 |
WOLFF WIESE MAGANA LLC | 12 | 12 | 0.07% | 0.10% | 0.16% | Q4 2020 | Q3 2023 | 12 |
Hoxton Financial, Inc. | 10 | 1 | 0.01% | 2.78% | 4.62% | Q2 2013 | Q1 2016 | 11 |
CreativeOne Wealth, LLC | 10 | 1 | 0.04% | 0.22% | 0.43% | Q2 2019 | Q2 2023 | 11 |
SHAKER INVESTMENTS LLC/OH | 6 | 5 | 0.14% | 0.46% | 0.75% | Q4 2020 | Q3 2023 | 11 |
Montis Financial, LLC | 11 | 11 | 0.15% | 0.27% | 0.43% | Q4 2020 | Q2 2023 | 11 |
Hollow Brook Wealth Management LLC | 6 | 5 | 0.49% | 0.65% | 0.76% | Q3 2020 | Q3 2023 | 11 |
SRS Capital Advisors, Inc. | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 11 |
Poehling Capital Management, INC. | 8 | 3 | 0.01% | 0.09% | 0.28% | Q4 2017 | Q3 2023 | 11 |
Addison Advisors LLC | 10 | 1 | 0.02% | 0.05% | 0.08% | Q4 2020 | Q3 2023 | 11 |
Mathes Company, Inc. | 5 | 2 | 0.19% | 0.29% | 0.50% | Q3 2020 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.03% | 0.07% | 0.27% | Q1 2021 | Q3 2023 | 11 |
Segment Wealth Management, LLC | 9 | 2 | 0.38% | 0.72% | 0.90% | Q3 2016 | Q4 2021 | 11 |
Principle Wealth Partners LLC | 8 | 1 | 0.02% | 0.05% | 0.11% | Q2 2019 | Q4 2022 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q2 2019 | 11 |
Bruderman Asset Management, LLC | 10 | 1 | 0.00% | 0.60% | 1.25% | Q3 2015 | Q1 2019 | 11 |
Ameritas Investment Company, LLC | 9 | 2 | 0.04% | 0.08% | 0.14% | Q4 2018 | Q3 2021 | 11 |
PIN OAK INVESTMENT ADVISORS INC | 9 | 2 | 0.00% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 11 |
CT Financial Advisors LLC | 10 | 1 | 0.10% | 0.13% | 0.17% | Q1 2014 | Q1 2017 | 11 |
WHITENER CAPITAL MANAGEMENT, INC. | 9 | 2 | 0.11% | 0.14% | 0.16% | Q4 2017 | Q3 2020 | 11 |
Qube Research & Technologies Ltd | 3 | 1 | 0.00% | 0.07% | 0.41% | Q1 2020 | Q3 2023 | 11 |
PFM Health Sciences, LP | 2 | 1 | 0.42% | 1.57% | 3.62% | Q1 2016 | Q1 2021 | 11 |
Global Wealth Management Investment Advisory, Inc. | 7 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 11 |
VESTOR CAPITAL, LLC | 11 | 11 | 0.01% | 0.46% | 0.78% | Q1 2017 | Q3 2019 | 11 |
Private Harbour Investment Management & Counsel, LLC | 11 | 11 | 0.69% | 0.93% | 1.20% | Q2 2019 | Q4 2021 | 11 |
WMS Partners, LLC | 10 | 1 | 0.04% | 0.05% | 0.14% | Q4 2019 | Q3 2022 | 11 |
XPONANCE, INC. | 11 | 11 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2023 | 11 |
Alaethes Wealth LLC | 11 | 11 | 0.27% | 0.47% | 0.89% | Q1 2021 | Q3 2023 | 11 |
Brown Advisory Securities, LLC | 9 | 2 | 0.07% | 0.09% | 0.14% | Q4 2014 | Q4 2018 | 11 |
Winslow, Evans & Crocker, Inc. | 10 | 1 | 0.00% | 0.01% | 0.04% | Q1 2018 | Q4 2020 | 11 |
Howard Capital Management Group, LLC | 11 | 11 | 1.53% | 1.90% | 2.44% | Q1 2021 | Q3 2023 | 11 |
Family Management Corp | 4 | 1 | 0.02% | 0.08% | 0.20% | Q2 2019 | Q3 2023 | 11 |
MBB PUBLIC MARKETS I LLC | 8 | 8 | 0.02% | 0.96% | 2.27% | Q4 2021 | Q3 2023 | 11 |
Tradition Wealth Management, LLC | 10 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
Vontobel Holding Ltd. | 7 | 4 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 11 |
Yellowstone Partners, LLC | 10 | 1 | 0.11% | 0.16% | 0.22% | Q2 2014 | Q3 2017 | 11 |
MASSMUTUAL TRUST CO FSB/ADV | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Valentine Capital Asset Management, Inc. | 11 | 11 | 0.89% | 1.94% | 4.39% | Q2 2013 | Q4 2015 | 11 |
Goodman Financial Corp | 11 | 11 | 3.13% | 3.83% | 4.65% | Q2 2013 | Q4 2015 | 11 |
K.J. Harrison & Partners Inc | 5 | 3 | 0.06% | 0.28% | 0.83% | Q2 2020 | Q2 2023 | 11 |
CITIZENS FINANCIAL GROUP INC/RI | 6 | 1 | 0.00% | 0.01% | 0.02% | Q1 2019 | Q3 2023 | 11 |
SPC Financial, Inc. | 8 | 3 | 0.02% | 0.11% | 0.30% | Q4 2020 | Q3 2023 | 11 |
Maven Securities LTD | 4 | 1 | 0.01% | 0.09% | 0.26% | Q4 2016 | Q3 2023 | 11 |
Sivik Global Healthcare LLC | 8 | 1 | 0.00% | 3.68% | 6.83% | Q3 2016 | Q3 2023 | 11 |
Magnus Financial Group LLC | 11 | 11 | 0.03% | 0.10% | 0.22% | Q2 2020 | Q4 2022 | 11 |
BROWN BROTHERS HARRIMAN & CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 10 |
JANUS HENDERSON GROUP PLC | 5 | 2 | 0.01% | 0.03% | 0.04% | Q2 2013 | Q3 2023 | 10 |
Kimelman & Baird, LLC | 6 | 1 | 0.80% | 1.51% | 1.97% | Q2 2017 | Q2 2021 | 10 |
Wealthspire Advisors, L.P. | 9 | 9 | 0.00% | 0.02% | 0.06% | Q1 2017 | Q1 2019 | 10 |
SVB WEALTH LLC | 10 | 10 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2022 | 10 |
Accel Wealth Management | 10 | 10 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q1 2023 | 10 |
Alexandria Capital, LLC | 10 | 10 | 0.06% | 0.48% | 0.88% | Q2 2019 | Q3 2021 | 10 |
Institute for Wealth Management, LLC. | 7 | 1 | 0.00% | 0.10% | 0.17% | Q2 2017 | Q3 2023 | 10 |
Broadfin Capital, LLC | 3 | 1 | 2.26% | 5.56% | 9.87% | Q2 2015 | Q4 2019 | 10 |
Cypress Capital Group | 6 | 4 | 0.04% | 0.14% | 0.24% | Q2 2018 | Q4 2021 | 10 |
CORRADO ADVISORS, LLC | 9 | 1 | 0.01% | 0.31% | 0.52% | Q1 2018 | Q4 2022 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 10 |
JOHN G ULLMAN & ASSOCIATES INC | 7 | 1 | 0.04% | 0.50% | 0.86% | Q2 2014 | Q4 2018 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2021 | Q3 2023 | 10 |
RMB Capital Management, LLC | 8 | 2 | 0.01% | 0.03% | 0.05% | Q4 2016 | Q2 2019 | 10 |
FundX Investment Group, LLC | 5 | 2 | 0.14% | 0.78% | 1.35% | Q2 2013 | Q1 2021 | 10 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 10 | 10 | 0.02% | 0.05% | 0.07% | Q3 2014 | Q4 2016 | 10 |
TOMPKINS FINANCIAL CORP | 8 | 2 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q4 2023 | 10 |
TREES INVESTMENT COUNSEL LLC | 10 | 10 | 1.74% | 2.57% | 3.59% | Q2 2013 | Q3 2015 | 10 |
Ferris Capital, LLC | 5 | 2 | 0.01% | 0.04% | 0.09% | Q1 2018 | Q1 2022 | 10 |
Bison Wealth, LLC | 9 | 1 | 0.00% | 0.01% | 0.04% | Q2 2020 | Q2 2023 | 10 |
Cornell Pochily Investment Advisors, Inc. | 4 | 1 | 0.06% | 0.12% | 0.18% | Q1 2019 | Q2 2023 | 10 |
GAM Holding AG | 9 | 1 | 0.02% | 0.04% | 0.08% | Q4 2016 | Q4 2019 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 10 |
Endurant Capital Management LP | 3 | 1 | 0.07% | 1.19% | 3.28% | Q1 2017 | Q2 2022 | 10 |
HARBOR ADVISORY CORP /MA/ | 10 | 10 | 0.35% | 0.90% | 1.26% | Q2 2021 | Q3 2023 | 10 |
Concorde Asset Management, LLC | 10 | 10 | 0.38% | 1.04% | 2.04% | Q2 2015 | Q3 2017 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 10 |
Community Financial Services Group, LLC | 10 | 10 | 0.18% | 0.95% | 2.28% | Q3 2019 | Q4 2021 | 10 |
Round Rock Advisors, LLC | 7 | 3 | 0.09% | 0.19% | 0.32% | Q4 2020 | Q2 2023 | 10 |
CAPSTONE INVESTMENT ADVISORS, LLC | 4 | 3 | 0.00% | 0.01% | 0.03% | Q2 2021 | Q3 2023 | 10 |
Phoenix Holdings Ltd. | 9 | 1 | 0.08% | 1.95% | 3.64% | Q1 2021 | Q3 2023 | 10 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 8 | 2 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2019 | 10 |
CCG WEALTH MANAGEMENT, LLC | 10 | 10 | 0.11% | 0.20% | 0.26% | Q3 2019 | Q4 2021 | 10 |
ARGENT TRUST Co | 10 | 10 | 0.14% | 0.17% | 0.19% | Q4 2015 | Q1 2018 | 10 |
Lehman Financial Resources, Inc. | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2015 | 10 |
Avestar Capital, LLC | 6 | 4 | 0.08% | 0.37% | 1.07% | Q4 2017 | Q3 2023 | 10 |
Atlas Private Wealth Advisors | 8 | 2 | 0.04% | 0.20% | 0.30% | Q2 2020 | Q3 2023 | 10 |
Candriam S.C.A. | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q3 2020 | 10 |
MILES CAPITAL, INC. | 10 | 10 | 0.33% | 0.49% | 0.56% | Q4 2017 | Q1 2020 | 10 |
Black Swift Group, LLC | 6 | 2 | 0.56% | 4.61% | 9.26% | Q2 2017 | Q2 2023 | 10 |
Bank of New Hampshire | 10 | 10 | 0.03% | 0.10% | 0.24% | Q2 2021 | Q3 2023 | 10 |
SEI INVESTMENTS CO | 9 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 10 |
Watchman Group, Inc. | 9 | 9 | 0.22% | 0.58% | 0.84% | Q4 2019 | Q4 2021 | 9 |
N.E.W. Advisory Services LLC | 8 | 1 | 0.06% | 0.10% | 0.18% | Q4 2019 | Q1 2022 | 9 |
Capital Analysts, LLC | 7 | 1 | 0.00% | 0.04% | 0.07% | Q4 2018 | Q1 2023 | 9 |
CREDIT AGRICOLE S A | 8 | 1 | 0.00% | 0.03% | 0.05% | Q1 2014 | Q3 2023 | 9 |
EVERMAY WEALTH MANAGEMENT LLC | 9 | 9 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2023 | 9 |
FT Options LLC | 2 | 1 | 0.01% | 0.19% | 0.81% | Q1 2016 | Q2 2017 | 9 |
CMT TRADING LLC | 5 | 1 | 0.00% | 1.11% | 3.59% | Q3 2015 | Q4 2019 | 9 |
INVESTMENT PARTNERS, LTD. | 9 | 9 | 0.10% | 0.19% | 0.28% | Q4 2020 | Q4 2022 | 9 |
Janney Capital Management LLC | 4 | 2 | 0.02% | 0.72% | 1.41% | Q1 2019 | Q2 2023 | 9 |
OLD MISSION CAPITAL LLC | 2 | 1 | 0.04% | 0.22% | 0.65% | Q3 2018 | Q2 2023 | 9 |
Cormorant Asset Management, LP | 4 | 1 | 1.86% | 3.20% | 5.66% | Q1 2019 | Q2 2022 | 9 |
D. E. Shaw & Co., Inc. | 3 | 1 | 0.00% | 0.03% | 0.12% | Q2 2016 | Q1 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
Polaris Wealth Advisory Group, LLC | 9 | 9 | 0.91% | 1.07% | 1.16% | Q3 2016 | Q3 2018 | 9 |
Community Bank, N.A. | 7 | 2 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q4 2021 | 9 |
HighMark Wealth Management LLC | 9 | 9 | 0.02% | 0.14% | 0.20% | Q3 2021 | Q3 2023 | 9 |
Pinnacle Wealth Management Advisory Group, LLC | 8 | 1 | 0.05% | 0.14% | 0.25% | Q3 2018 | Q1 2022 | 9 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.66% | 2.93% | Q3 2021 | Q1 2023 | 9 |
NATIONAL PLANNING CORP | 6 | 1 | 0.02% | 0.04% | 0.12% | Q1 2014 | Q3 2017 | 9 |
BREWIN DOLPHIN WEALTH MANAGEMENT LTD | 9 | 9 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 9 |
First Capital Advisors Group, LLC. | 8 | 8 | 0.00% | 0.28% | 0.55% | Q4 2016 | Q3 2018 | 9 |
American Financial Network Advisory Services LLC | 9 | 9 | 0.05% | 0.51% | 1.17% | Q3 2017 | Q3 2019 | 9 |
Stonebridge Financial Planning Group, LLC | 9 | 9 | 0.01% | 0.21% | 0.38% | Q4 2019 | Q4 2021 | 9 |
ATLAS CAPITAL ADVISORS LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2022 | 9 |
KINGS POINT CAPITAL MANAGEMENT | 9 | 9 | 0.01% | 0.02% | 0.03% | Q1 2020 | Q1 2022 | 9 |
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. | 9 | 9 | 1.31% | 1.53% | 2.03% | Q3 2021 | Q3 2023 | 9 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 7 | 1 | 0.05% | 0.12% | 0.25% | Q2 2020 | Q3 2023 | 9 |
Moser Wealth Advisors, LLC | 7 | 2 | 0.01% | 0.07% | 0.10% | Q2 2021 | Q3 2023 | 9 |
SANDLER CAPITAL MANAGEMENT | 3 | 1 | 0.41% | 0.76% | 1.46% | Q2 2014 | Q1 2019 | 9 |
MYDA Advisors LLC | 2 | 1 | 0.38% | 0.75% | 1.24% | Q4 2017 | Q3 2023 | 9 |
STRATEGY ASSET MANAGERS LLC | 8 | 1 | 0.00% | 0.10% | 0.15% | Q1 2019 | Q4 2021 | 9 |
Cardan Capital Partners, LLC | 5 | 4 | 0.06% | 0.14% | 0.19% | Q3 2016 | Q4 2018 | 9 |
D. SCOTT NEAL, INC. | 9 | 9 | 0.02% | 0.03% | 0.05% | Q1 2016 | Q1 2018 | 9 |
Maryland Capital Management | 9 | 9 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q1 2022 | 9 |
Rehmann Capital Advisory Group | 6 | 3 | 0.01% | 0.06% | 0.42% | Q1 2018 | Q3 2021 | 9 |
Partnervest Advisory Services LLC | 5 | 2 | 0.01% | 0.07% | 0.16% | Q2 2013 | Q2 2017 | 9 |
Element Wealth, LLC | 6 | 3 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 9 |
COWEN INC. | 2 | 2 | 0.00% | 0.05% | 0.24% | Q1 2016 | Q2 2019 | 9 |
Activest Wealth Management | 8 | 1 | 0.00% | 0.05% | 0.12% | Q1 2021 | Q3 2023 | 9 |
WHITE PINE CAPITAL LLC | 9 | 9 | 0.00% | 0.42% | 0.64% | Q4 2015 | Q4 2017 | 9 |
Lion Street Advisors, LLC | 9 | 9 | 0.11% | 0.17% | 0.22% | Q3 2021 | Q3 2023 | 9 |
Summit Trail Advisors, LLC | 9 | 9 | 0.05% | 0.61% | 1.54% | Q3 2021 | Q3 2023 | 9 |
Rothschild Capital Partners, LLC | 4 | 4 | 0.50% | 1.13% | 1.83% | Q1 2016 | Q3 2018 | 9 |
Graham Capital Management, L.P. | 7 | 2 | 0.09% | 0.16% | 0.29% | Q2 2020 | Q3 2023 | 9 |
FLOW TRADERS U.S. LLC | 2 | 1 | 0.00% | 0.12% | 0.55% | Q2 2014 | Q1 2023 | 9 |
Wealth Alliance | 6 | 3 | 0.05% | 0.07% | 0.08% | Q4 2020 | Q3 2023 | 9 |
Avoro Capital Advisors LLC | 5 | 1 | 0.00% | 0.98% | 5.00% | Q1 2018 | Q1 2023 | 9 |
Miracle Mile Advisors, LLC | 3 | 1 | 0.02% | 0.07% | 0.20% | Q3 2015 | Q2 2022 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.00% | 0.03% | 0.26% | Q2 2021 | Q3 2023 | 9 |
Almanack Investment Partners, LLC. | 7 | 2 | 0.04% | 0.20% | 0.59% | Q1 2017 | Q4 2020 | 9 |
HIGHLAND CAPITAL MANAGEMENT LP | 3 | 1 | 0.00% | 1.13% | 5.64% | Q1 2014 | Q2 2019 | 9 |
Essex LLC | 9 | 9 | 0.39% | 0.66% | 0.79% | Q3 2021 | Q3 2023 | 9 |
Destiny Wealth Partners, LLC | 9 | 9 | 0.01% | 0.72% | 1.33% | Q4 2020 | Q4 2022 | 9 |
Bain Capital Public Equity Management II, LLC | 4 | 2 | 0.02% | 0.16% | 0.84% | Q2 2019 | Q4 2021 | 9 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q3 2023 | 8 |
AMS Capital Ltda | 8 | 8 | 2.59% | 7.63% | 15.31% | Q1 2021 | Q4 2022 | 8 |
Clear Perspective Advisors, LLC | 7 | 1 | 0.02% | 0.04% | 0.10% | Q4 2016 | Q4 2021 | 8 |
Kessler Investment Group, LLC | 6 | 2 | 0.02% | 0.86% | 1.23% | Q2 2020 | Q4 2022 | 8 |
Granite Bay Wealth Management, LLC | 8 | 8 | 0.21% | 0.46% | 0.67% | Q4 2021 | Q3 2023 | 8 |
Mariner, LLC | 7 | 1 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 8 |
VICTORY CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q3 2013 | Q2 2022 | 8 |
Navis Wealth Advisors, LLC | 8 | 8 | 0.53% | 0.70% | 0.84% | Q4 2020 | Q3 2022 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2023 | 8 |
FLAGSTAR ADVISORS INC | 8 | 8 | 0.08% | 0.12% | 0.18% | Q3 2021 | Q2 2023 | 8 |
BDO Wealth Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Eagle Bay Advisors LLC | 8 | 8 | 0.10% | 0.17% | 0.27% | Q4 2021 | Q3 2023 | 8 |
FINANCIAL ADVISORY PARTNERS, LLC | 8 | 8 | 0.09% | 0.10% | 0.13% | Q4 2021 | Q3 2023 | 8 |
WARNER FINANCIAL, INC | 8 | 8 | 0.30% | 0.47% | 0.62% | Q4 2021 | Q3 2023 | 8 |
CARDIFF PARK ADVISORS, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ClearBridge Investments | 8 | 8 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q2 2018 | 8 |
UBS OCONNOR LLC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q2 2015 | Q3 2023 | 8 |
Clear Harbor Asset Management, LLC | 6 | 1 | 0.00% | 0.03% | 0.05% | Q3 2020 | Q3 2023 | 8 |
L & S Advisors Inc | 4 | 1 | 0.03% | 0.20% | 0.50% | Q2 2013 | Q4 2019 | 8 |
Amplius Wealth Advisors, LLC | 8 | 8 | 0.03% | 0.04% | 0.05% | Q4 2021 | Q3 2023 | 8 |
First Personal Financial Services | 8 | 8 | 0.03% | 0.03% | 0.04% | Q2 2016 | Q1 2018 | 8 |
Retirement Group, LLC | 7 | 1 | 0.01% | 0.02% | 0.05% | Q4 2019 | Q4 2021 | 8 |
Partner Investment Management, L.P. | 2 | 1 | 0.39% | 1.30% | 3.23% | Q1 2016 | Q3 2019 | 8 |
Allianz Asset Management GmbH | 4 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q1 2020 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.08% | 0.15% | Q4 2021 | Q3 2023 | 8 |
ONTARIO TEACHERS PENSION PLAN BOARD | 8 | 8 | 0.20% | 0.25% | 0.35% | Q4 2016 | Q3 2018 | 8 |
Western Wealth Management, LLC | 3 | 1 | 0.01% | 0.03% | 0.05% | Q1 2019 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.01% | 0.04% | 0.11% | Q4 2020 | Q1 2023 | 8 |
Vantage Investment Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2018 | 8 |
Guild Investment Management, Inc. | 6 | 1 | 0.83% | 1.39% | 1.94% | Q3 2017 | Q1 2021 | 8 |
Princeton Global Asset Management LLC | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
Versant Capital Management, Inc | 8 | 8 | 0.04% | 0.07% | 0.08% | Q1 2022 | Q4 2023 | 8 |
TANDEM CAPITAL MANAGEMENT CORP /ADV | 8 | 8 | 0.15% | 0.34% | 0.59% | Q4 2021 | Q3 2023 | 8 |
Integrity Financial Corp /WA | 8 | 8 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 8 |
First Light Asset Management, LLC | 6 | 2 | 0.22% | 0.48% | 1.70% | Q3 2016 | Q3 2021 | 8 |
ASB Consultores, LLC | 8 | 8 | 0.23% | 0.34% | 0.50% | Q4 2021 | Q3 2023 | 8 |
Paragon Private Wealth Management, LLC | 8 | 8 | 0.19% | 0.23% | 0.30% | Q4 2021 | Q3 2023 | 8 |
New Legacy Group, LLC | 8 | 8 | 0.09% | 0.46% | 0.72% | Q4 2021 | Q3 2023 | 8 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 1 | 0.07% | 0.22% | 0.65% | Q3 2017 | Q3 2022 | 8 |
Financial Advocates Investment Management | 4 | 1 | 0.02% | 0.03% | 0.05% | Q4 2020 | Q3 2023 | 8 |
Stratos Wealth Advisors, LLC | 3 | 1 | 0.02% | 0.06% | 0.13% | Q1 2020 | Q2 2023 | 8 |
Perennial Investment Advisors, LLC | 8 | 8 | 0.07% | 0.24% | 0.42% | Q2 2020 | Q1 2022 | 8 |
PURSUE WEALTH PARTNERS LLC | 8 | 8 | 0.61% | 1.19% | 1.73% | Q4 2021 | Q3 2023 | 8 |
Pflug Koory, LLC | 8 | 8 | 0.06% | 0.08% | 0.10% | Q2 2020 | Q1 2022 | 8 |
Antonetti Capital Management LLC | 8 | 8 | 0.48% | 0.59% | 0.71% | Q4 2021 | Q3 2023 | 8 |
RiverFront Investment Group, LLC | 4 | 4 | 0.10% | 0.49% | 0.85% | Q4 2008 | Q4 2010 | 8 |
CARLSON CAPITAL L P | 5 | 3 | 0.20% | 0.34% | 0.49% | Q2 2021 | Q3 2023 | 8 |
TELEMUS CAPITAL, LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q2 2017 | Q1 2019 | 8 |
Wealthfront Advisers LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Aptus Capital Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
GLG Partners LP | 4 | 2 | 0.01% | 0.49% | 2.93% | Q1 2016 | Q4 2017 | 8 |
HOWARD WEALTH MANAGEMENT, LLC | 7 | 1 | 0.14% | 0.19% | 0.23% | Q4 2019 | Q4 2021 | 8 |
P.R. Herzig & Co. Inc. | 8 | 8 | 1.73% | 2.31% | 2.68% | Q3 2016 | Q2 2018 | 8 |
Guidant Wealth Advisors | 5 | 3 | 0.01% | 0.06% | 0.14% | Q3 2017 | Q3 2019 | 8 |
NCM Capital Management, LLC | 8 | 8 | 0.20% | 0.23% | 0.37% | Q4 2021 | Q3 2023 | 8 |
DUPONT CAPITAL MANAGEMENT CORP | 8 | 8 | 0.07% | 0.08% | 0.10% | Q3 2021 | Q2 2023 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Firestone Capital Management | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2019 | Q3 2021 | 8 |
Ally Financial Inc. | 8 | 8 | 0.22% | 0.88% | 1.11% | Q4 2021 | Q3 2023 | 8 |
EXANE DERIVATIVES | 8 | 8 | 0.02% | 0.06% | 0.30% | Q3 2020 | Q2 2022 | 8 |
Csenge Advisory Group | 7 | 1 | 0.07% | 0.49% | 0.65% | Q3 2017 | Q1 2022 | 8 |
Paloma Partners Management Co | 2 | 1 | 0.02% | 0.04% | 0.08% | Q1 2016 | Q2 2023 | 8 |
Skorpios Trust | 8 | 8 | 0.04% | 0.07% | 0.22% | Q4 2021 | Q3 2023 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.67% | 0.79% | 0.91% | Q4 2021 | Q3 2023 | 8 |
SG3 Management, LLC | 2 | 1 | 0.01% | 0.28% | 1.59% | Q2 2017 | Q3 2022 | 8 |
Quadrant Capital Management, LLC | 8 | 8 | 1.22% | 1.39% | 1.69% | Q2 2014 | Q1 2016 | 8 |
Carmel Capital Management L.L.C. | 8 | 8 | 0.83% | 1.08% | 1.47% | Q4 2021 | Q3 2023 | 8 |
Ballentine Partners, LLC | 6 | 2 | 0.01% | 0.07% | 0.11% | Q2 2017 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.02% | 0.05% | Q4 2021 | Q3 2023 | 8 |
Simplicity Solutions, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2017 | Q4 2020 | 8 |
Potomac Capital Management, Inc. | 7 | 7 | 0.78% | 1.08% | 1.72% | Q1 2022 | Q3 2023 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.02% | 0.13% | Q4 2021 | Q3 2023 | 8 |
TRUE Private Wealth Advisors | 7 | 7 | 0.04% | 0.59% | 0.99% | Q3 2017 | Q1 2019 | 7 |
Greytown Advisors Inc. | 7 | 7 | 0.35% | 0.53% | 0.61% | Q1 2022 | Q3 2023 | 7 |
Global Endowment Management, LP | 7 | 7 | 0.04% | 0.09% | 0.16% | Q1 2022 | Q3 2023 | 7 |
Fortis Advisors, LLC | 7 | 7 | 0.15% | 0.21% | 0.26% | Q1 2022 | Q3 2023 | 7 |
MANCHESTER FINANCIAL INC | 6 | 1 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q1 2021 | 7 |
NOTTINGHAM ADVISORS, INC. | 7 | 7 | 0.02% | 0.04% | 0.07% | Q3 2020 | Q1 2022 | 7 |
Claraphi Advisory Network, LLC | 5 | 1 | 0.01% | 0.20% | 0.52% | Q4 2017 | Q1 2020 | 7 |
PACIFIC SUN FINANCIAL CORP | 3 | 1 | 0.12% | 0.18% | 0.23% | Q2 2018 | Q1 2022 | 7 |
MARINER INVESTMENT GROUP LLC | 3 | 2 | 0.03% | 0.13% | 0.34% | Q1 2015 | Q2 2016 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2022 | 7 |
PATHSTONE FAMILY OFFICE, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 7 |
Legacy Private Trust Co. | 7 | 7 | 0.09% | 0.15% | 0.20% | Q2 2020 | Q4 2021 | 7 |
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.45% | 0.49% | 0.55% | Q1 2022 | Q3 2023 | 7 |
Circle Wealth Management, LLC | 4 | 3 | 0.01% | 0.11% | 0.23% | Q2 2021 | Q3 2023 | 7 |
Ulysses Management LLC | 4 | 1 | 0.06% | 0.19% | 0.34% | Q1 2017 | Q2 2023 | 7 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 7 | 7 | 0.24% | 1.14% | 1.72% | Q2 2020 | Q4 2021 | 7 |
Psagot Value Holdings Ltd. / (Israel) | 5 | 2 | 0.00% | 0.12% | 0.54% | Q3 2021 | Q3 2023 | 7 |
Stamos Capital Partners, L.P. | 3 | 2 | 0.27% | 1.28% | 3.47% | Q4 2018 | Q4 2022 | 7 |
Parisi Gray Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2021 | 7 |
MCDANIEL TERRY & CO | 7 | 7 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q4 2021 | 7 |
CASTLEARK MANAGEMENT LLC | 3 | 1 | 0.00% | 1.01% | 2.56% | Q2 2013 | Q2 2023 | 7 |
GSB Wealth Management, LLC | 6 | 1 | 0.00% | 0.70% | 1.64% | Q1 2021 | Q1 2023 | 7 |
Trexquant Investment LP | 3 | 2 | 0.03% | 0.07% | 0.11% | Q2 2020 | Q2 2023 | 7 |
STALEY CAPITAL ADVISERS INC | 7 | 7 | 0.18% | 0.23% | 0.35% | Q1 2022 | Q3 2023 | 7 |
EP Wealth Advisors, LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 7 |
NewEdge Advisors, LLC | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 7 |
Orion Capital Management LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q1 2023 | 7 |
DIMENSION CAPITAL MANAGEMENT LLC | 7 | 7 | 0.16% | 0.26% | 0.41% | Q1 2022 | Q3 2023 | 7 |
Blackstone Inc. | 7 | 7 | 0.01% | 0.07% | 0.14% | Q1 2022 | Q3 2023 | 7 |
Cobble Hill Financial Services, INC | 7 | 7 | 0.06% | 0.08% | 0.12% | Q1 2013 | Q3 2014 | 7 |
Proficio Capital Partners LLC | 5 | 1 | 0.00% | 0.56% | 1.13% | Q3 2018 | Q3 2023 | 7 |
Bremer Bank National Association | 7 | 7 | 0.80% | 0.86% | 0.99% | Q1 2022 | Q3 2023 | 7 |
Viewpoint Capital Management LLC | 7 | 7 | 0.05% | 0.06% | 0.06% | Q1 2022 | Q3 2023 | 7 |
Coastwise Capital Group, LLC | 7 | 7 | 0.35% | 0.46% | 0.60% | Q1 2022 | Q3 2023 | 7 |
Relative Value Partners Group, LLC | 7 | 7 | 0.02% | 0.02% | 0.03% | Q2 2020 | Q4 2021 | 7 |
Q Global Advisors, LLC | 7 | 7 | 8.94% | 14.48% | 19.27% | Q1 2022 | Q3 2023 | 7 |
TRUSTCORE FINANCIAL SERVICES, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
BEACON TRUST CO | 7 | 7 | 0.04% | 0.28% | 0.39% | Q3 2015 | Q1 2017 | 7 |
High Note Wealth, LLC | 7 | 7 | 0.32% | 0.42% | 0.46% | Q1 2022 | Q3 2023 | 7 |
Diligent Investors, LLC | 7 | 7 | 0.07% | 0.08% | 0.08% | Q1 2022 | Q3 2023 | 7 |
McClarren Financial Advisors, Inc. | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
Main Management Fund Advisors LLC | 7 | 7 | 3.80% | 6.95% | 9.08% | Q1 2022 | Q3 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q3 2023 | 7 |
Your Advocates Ltd., LLP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
CALTON & ASSOCIATES, INC. | 5 | 1 | 0.04% | 0.14% | 0.24% | Q4 2017 | Q2 2023 | 7 |
WESTPORT RESOURCES MANAGEMENT INC | 6 | 1 | 0.00% | 0.02% | 0.08% | Q4 2013 | Q3 2016 | 7 |
RFG Advisory, LLC | 3 | 1 | 0.01% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 7 |
Lenox Wealth Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2015 | Q4 2021 | 7 |
Sequoia Financial Advisors, LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 7 |
Colonial Trust Advisors | 7 | 7 | 0.04% | 0.08% | 0.12% | Q2 2020 | Q4 2021 | 7 |
Core Wealth Advisors, Inc. | 7 | 7 | 0.00% | 0.03% | 0.09% | Q1 2022 | Q3 2023 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 5 | 2 | 0.50% | 0.57% | 0.74% | Q4 2021 | Q3 2023 | 7 |
First Command Bank | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2021 | 7 |
Capula Management Ltd | 3 | 3 | 0.04% | 0.18% | 0.30% | Q1 2022 | Q3 2022 | 7 |
Moisand Fitzgerald Tamayo, LLC | 6 | 1 | 0.01% | 0.01% | 0.03% | Q3 2017 | Q3 2023 | 7 |
ALLIANCEBERNSTEIN L.P. | 5 | 1 | 0.00% | 0.04% | 0.08% | Q1 2014 | Q1 2021 | 7 |
CHEMUNG CANAL TRUST CO | 6 | 1 | 0.10% | 1.35% | 2.08% | Q2 2017 | Q1 2019 | 7 |
DSC Advisors, L.P. | 4 | 2 | 0.08% | 1.33% | 2.29% | Q4 2016 | Q3 2019 | 7 |
B. Riley Wealth Management, Inc. | 6 | 1 | 0.01% | 0.05% | 0.30% | Q1 2014 | Q1 2016 | 7 |
Weaver Consulting Group | 7 | 7 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2020 | 7 |
SHAPIRO ROBERT N | 7 | 7 | 0.09% | 0.25% | 0.35% | Q2 2013 | Q4 2014 | 7 |
DAFNA Capital Management LLC | 7 | 7 | 6.31% | 11.82% | 13.23% | Q1 2022 | Q3 2023 | 7 |
Squar Milner Financial Services LLC | 5 | 2 | 0.01% | 0.04% | 0.12% | Q2 2018 | Q1 2020 | 7 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.17% | 0.19% | 0.22% | Q2 2013 | Q4 2014 | 7 |
DOLIVER ADVISORS, LP | 6 | 1 | 0.06% | 0.08% | 0.10% | Q1 2022 | Q4 2023 | 7 |
Li Winifred I | 7 | 7 | 0.12% | 0.29% | 0.39% | Q2 2013 | Q4 2014 | 7 |
Milestone Advisory Partners | 7 | 7 | 0.21% | 0.88% | 1.71% | Q2 2020 | Q4 2021 | 7 |
VOYA INVESTMENT MANAGEMENT LLC | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Waterfront Wealth Inc. | 7 | 7 | 0.09% | 0.12% | 0.17% | Q4 2021 | Q2 2023 | 7 |
Tortoise Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
OXFORD FINANCIAL GROUP, LTD. LLC | 6 | 1 | 0.00% | 0.01% | 0.02% | Q2 2021 | Q2 2023 | 7 |
Congress Wealth Management LLC / DE / | 7 | 7 | 0.02% | 0.22% | 0.52% | Q1 2022 | Q3 2023 | 7 |
REGIONS FINANCIAL CORP | 6 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 7 |
Bridgewater Advisors Inc. | 6 | 1 | 0.14% | 0.47% | 1.50% | Q2 2014 | Q2 2022 | 7 |
FIFTH THIRD SECURITIES, INC. | 4 | 3 | 0.02% | 0.55% | 1.43% | Q3 2020 | Q2 2023 | 7 |
Transamerica Financial Advisors, Inc. | 4 | 3 | 0.00% | 0.07% | 0.15% | Q3 2015 | Q3 2023 | 7 |
HERITAGE INVESTORS MANAGEMENT CORP | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2015 | Q4 2022 | 7 |
LGL PARTNERS, LLC | 7 | 7 | 0.04% | 0.30% | 0.48% | Q1 2022 | Q3 2023 | 7 |
Hexagon Capital Partners LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Atria Investments, Inc | 6 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q4 2019 | 7 |
Brinker Capital Investments, LLC | 5 | 1 | 0.00% | 0.04% | 0.07% | Q2 2013 | Q1 2018 | 7 |
Madrona Financial Services, LLC | 7 | 7 | 0.17% | 1.13% | 1.43% | Q3 2020 | Q1 2022 | 7 |
L.M. KOHN & COMPANY | 7 | 7 | 0.07% | 0.11% | 0.13% | Q1 2022 | Q3 2023 | 7 |
Destination Wealth Management | 6 | 1 | 0.00% | 0.00% | 0.02% | Q2 2015 | Q2 2019 | 7 |
FIRETHORN WEALTH PARTNERS, LLC | 7 | 7 | 0.21% | 0.27% | 0.32% | Q1 2022 | Q3 2023 | 7 |
RUSSELL FRANK CO/ | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q1 2016 | 7 |
Sterling Investment Counsel, LLC | 7 | 7 | 0.14% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
FFT WEALTH MANAGEMENT LLC | 7 | 7 | 0.04% | 0.33% | 0.54% | Q1 2022 | Q3 2023 | 7 |
ELEMENT POINTE ADVISORS, LLC | 7 | 7 | 0.53% | 0.85% | 1.54% | Q1 2022 | Q3 2023 | 7 |
Roundview Capital LLC | 7 | 7 | 0.02% | 0.10% | 0.14% | Q4 2021 | Q2 2023 | 7 |
EASTERLY INVESTMENT PARTNERS LLC | 7 | 7 | 0.12% | 0.16% | 0.22% | Q1 2022 | Q3 2023 | 7 |
Oak Grove Capital LLC | 6 | 1 | 0.13% | 0.93% | 1.47% | Q1 2018 | Q3 2022 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
SABBY MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.28% | 0.98% | Q1 2014 | Q3 2021 | 6 |
BOKF, NA | 3 | 1 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 6 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 6 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Jump Financial, LLC | 3 | 3 | 0.04% | 0.43% | 1.00% | Q1 2022 | Q3 2023 | 6 |
PARSONS CAPITAL MANAGEMENT INC/RI | 4 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 6 |
Solstein Capital, LLC | 6 | 6 | 0.05% | 0.09% | 0.16% | Q1 2021 | Q2 2022 | 6 |
Laurel Wealth Advisors LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2022 | 6 |
LSP Investment Advisors, LLC | 6 | 6 | 0.45% | 0.58% | 0.72% | Q2 2022 | Q3 2023 | 6 |
Lucia Wealth Services, LLC | 4 | 2 | 0.02% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 6 |
Risk Paradigm Group, LLC | 6 | 6 | 0.02% | 0.25% | 0.47% | Q3 2017 | Q4 2018 | 6 |
Yarbrough Capital, LLC | 6 | 6 | 0.06% | 0.14% | 0.23% | Q2 2022 | Q3 2023 | 6 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 2 | 1 | 0.01% | 0.03% | 0.04% | Q1 2014 | Q1 2022 | 6 |
Cordatus Wealth Management LLC | 4 | 2 | 0.07% | 0.12% | 0.20% | Q2 2020 | Q4 2021 | 6 |
FMA ADVISORY INC | 4 | 1 | 0.04% | 0.07% | 0.09% | Q2 2015 | Q3 2021 | 6 |
Weiss Multi-Strategy Advisers LLC | 4 | 1 | 0.01% | 0.07% | 0.21% | Q2 2013 | Q4 2021 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.19% | 0.22% | 0.26% | Q2 2022 | Q3 2023 | 6 |
HERBST GROUP, LLC | 6 | 6 | 0.20% | 0.25% | 0.28% | Q2 2022 | Q3 2023 | 6 |
Visionary Asset Management, Inc. | 6 | 6 | 0.07% | 0.12% | 0.17% | Q2 2017 | Q3 2018 | 6 |
Archer Investment Corp | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2021 | 6 |
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Gruss & Co., LLC | 6 | 6 | 0.26% | 0.60% | 1.21% | Q2 2015 | Q3 2016 | 6 |
Eldridge Investment Advisors, Inc. | 6 | 6 | 0.65% | 0.91% | 1.53% | Q2 2022 | Q3 2023 | 6 |
Investure, LLC | 6 | 6 | 6.40% | 8.32% | 9.11% | Q2 2022 | Q3 2023 | 6 |
NEVILLE RODIE & SHAW INC | 5 | 1 | 0.02% | 0.05% | 0.07% | Q1 2019 | Q2 2021 | 6 |
Values First Advisors, Inc. | 6 | 6 | 0.09% | 0.10% | 0.12% | Q2 2022 | Q3 2023 | 6 |
NEXTHERA CAPITAL LP | 6 | 6 | 14.76% | 26.03% | 33.40% | Q3 2017 | Q4 2018 | 6 |
JTC Employer Solutions Trustee Ltd | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Grace Capital | 4 | 2 | 0.09% | 0.32% | 0.77% | Q1 2019 | Q1 2021 | 6 |
DeDora Capital, Inc. | 5 | 1 | 0.05% | 0.14% | 0.17% | Q3 2020 | Q1 2022 | 6 |
3D/L Capital Management, LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
Frontier Wealth Management LLC | 6 | 6 | 0.06% | 0.07% | 0.08% | Q4 2018 | Q1 2020 | 6 |
McCarthy Asset Management, Inc. | 6 | 6 | 0.04% | 0.06% | 0.07% | Q4 2020 | Q1 2022 | 6 |
Monterey Private Wealth, Inc. | 5 | 1 | 0.18% | 0.19% | 0.20% | Q4 2019 | Q2 2021 | 6 |
Gladstone Institutional Advisory LLC | 3 | 3 | 0.13% | 0.32% | 0.71% | Q4 2018 | Q4 2022 | 6 |
Caprock Group, LLC | 6 | 6 | 0.03% | 0.05% | 0.06% | Q2 2022 | Q3 2023 | 6 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.50% | 0.96% | 1.15% | Q3 2016 | Q4 2017 | 6 |
CRA Financial Services, LLC | 6 | 6 | 0.07% | 0.11% | 0.14% | Q3 2020 | Q4 2021 | 6 |
Fusion Investment Group, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2013 | Q3 2015 | 6 |
Latitude Advisors, LLC | 6 | 6 | 0.12% | 0.16% | 0.20% | Q4 2020 | Q1 2022 | 6 |
Walleye Capital LLC | 2 | 1 | 0.01% | 0.08% | 0.16% | Q4 2020 | Q3 2023 | 6 |
Zuckerman Investment Group, LLC | 6 | 6 | 0.06% | 0.09% | 0.12% | Q2 2022 | Q3 2023 | 6 |
Russell Investments Group, Ltd. | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2018 | 6 |
Powell Investment Advisors, LLC | 6 | 6 | 0.01% | 0.04% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Capital Asset Advisory Services LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
Koshinski Asset Management, Inc. | 3 | 3 | 0.00% | 0.06% | 0.11% | Q2 2020 | Q1 2022 | 6 |
FINANCIAL COUNSELORS INC | 6 | 6 | 0.04% | 0.05% | 0.06% | Q2 2020 | Q3 2021 | 6 |
Spectrum Asset Management, Inc. (NB/CA) | 5 | 1 | 1.05% | 1.82% | 2.41% | Q3 2016 | Q2 2022 | 6 |
Telos Capital Management, Inc. | 6 | 6 | 0.27% | 0.30% | 0.35% | Q2 2022 | Q3 2023 | 6 |
TradeLink Capital LLC | 4 | 1 | 3.33% | 52.10% | 100.00% | Q2 2019 | Q4 2022 | 6 |
ARGENT TRUST COMPANY, N.A. | 6 | 6 | 0.15% | 0.23% | 0.30% | Q2 2014 | Q3 2015 | 6 |
EMFO, LLC | 6 | 6 | 0.06% | 0.20% | 0.29% | Q1 2022 | Q2 2023 | 6 |
BOSTON ADVISORS LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2017 | Q3 2018 | 6 |
Ifrah Financial Services, Inc. | 4 | 2 | 0.08% | 0.16% | 0.22% | Q4 2013 | Q2 2018 | 6 |
Goldstream Capital Management Ltd | 6 | 6 | 0.13% | 0.77% | 1.99% | Q2 2022 | Q3 2023 | 6 |
TRUEWEALTH LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q1 2020 | 6 |
First Command Financial Services, Inc. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2021 | 6 |
Bangor Savings Bank | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Waypoint Capital Advisors, LLC | 6 | 6 | 0.10% | 0.11% | 0.14% | Q2 2022 | Q3 2023 | 6 |
CATAWBA CAPITAL MANAGEMENT /VA | 6 | 6 | 0.12% | 0.24% | 0.29% | Q1 2017 | Q2 2018 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.03% | 0.04% | 0.07% | Q2 2021 | Q4 2022 | 6 |
Crew Capital Management, Ltd. | 6 | 6 | 0.28% | 1.59% | 2.61% | Q1 2021 | Q2 2022 | 6 |
Johns Hopkins University | 6 | 6 | 0.56% | 1.56% | 3.69% | Q2 2022 | Q3 2023 | 6 |
FENIMORE ASSET MANAGEMENT INC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2019 | 6 |
NewSquare Capital LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2015 | Q1 2018 | 6 |
Selective Wealth Management, Inc. | 6 | 6 | 0.03% | 0.07% | 0.13% | Q2 2021 | Q3 2022 | 6 |
Connectus Wealth, LLC | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
DRW Securities, LLC | 3 | 1 | 0.00% | 0.18% | 0.53% | Q2 2013 | Q2 2023 | 6 |
Regal Investment Advisors LLC | 4 | 1 | 0.00% | 0.06% | 0.11% | Q1 2015 | Q4 2020 | 6 |
IMC-Chicago, LLC | 2 | 1 | 0.00% | 0.03% | 0.08% | Q3 2019 | Q3 2021 | 6 |
SouthState Corp | 6 | 6 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 6 |
Baystate Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q3 2023 | 6 |
EPG Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q3 2023 | 6 |
Graypoint LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2023 | 6 |
PIERSHALE FINANCIAL GROUP, INC. | 6 | 6 | 0.00% | 0.02% | 0.05% | Q1 2015 | Q2 2016 | 6 |
Clark Capital Management Group, Inc. | 5 | 1 | 0.03% | 0.05% | 0.07% | Q3 2017 | Q2 2023 | 6 |
Resurgent Financial Advisors LLC | 6 | 6 | 0.15% | 0.28% | 0.36% | Q2 2022 | Q3 2023 | 6 |
LifePro Asset Management | 6 | 6 | 0.20% | 0.86% | 3.88% | Q2 2022 | Q3 2023 | 6 |
Goodman Advisory Group, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
IFC Holdings Incorporated/FL | 6 | 6 | 0.02% | 0.07% | 0.16% | Q3 2016 | Q4 2017 | 6 |
Country Club Trust Company, n.a. | 6 | 6 | 0.06% | 0.13% | 0.22% | Q3 2016 | Q4 2017 | 6 |
Integrated Advisors Network LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 6 |
J.Safra Asset Management Corp | 6 | 6 | 0.04% | 3.45% | 7.60% | Q2 2022 | Q3 2023 | 6 |
Leonetti & Associates, LLC | 3 | 3 | 2.52% | 3.04% | 3.60% | Q3 2016 | Q3 2018 | 6 |
Graticule Asia Macro Advisors LLC | 3 | 1 | 0.00% | 0.30% | 1.01% | Q3 2015 | Q4 2016 | 6 |
State of Tennessee, Treasury Department | 3 | 1 | 0.01% | 0.07% | 0.22% | Q1 2017 | Q4 2021 | 6 |
Fort Point Capital Partners LLC | 6 | 6 | 0.06% | 0.12% | 0.16% | Q3 2020 | Q4 2021 | 6 |
Integrated Wealth Management | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2016 | 6 |
ARS Investment Partners, LLC | 6 | 6 | 0.03% | 0.06% | 0.09% | Q3 2020 | Q4 2021 | 6 |
EVOKE WEALTH, LLC | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q3 2022 | 6 |
Freedom Investment Management, Inc. | 3 | 1 | 0.15% | 0.23% | 0.44% | Q2 2020 | Q2 2023 | 6 |
Resolute Advisors LLC | 6 | 6 | 0.04% | 0.32% | 0.99% | Q4 2020 | Q1 2022 | 6 |
ASSOCIATED BANC-CORP | 6 | 6 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2023 | 6 |
Point Break Capital Management, LLC | 6 | 6 | 0.02% | 0.10% | 0.18% | Q3 2020 | Q4 2021 | 6 |
GenTrust, LLC | 6 | 6 | 1.78% | 2.37% | 2.82% | Q2 2022 | Q3 2023 | 6 |
Cavalier Investments, LLC | 3 | 3 | 0.05% | 1.22% | 1.89% | Q4 2017 | Q1 2021 | 6 |
Tuscan Ridge Asset Management LLC | 4 | 4 | 0.02% | 0.10% | 0.20% | Q4 2018 | Q3 2019 | 6 |
Estate Counselors, LLC | 6 | 6 | 0.91% | 1.37% | 2.12% | Q2 2022 | Q3 2023 | 6 |
S&CO INC | 6 | 6 | 0.02% | 0.39% | 1.13% | Q2 2022 | Q3 2023 | 6 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 6 | 6 | 0.10% | 0.36% | 1.35% | Q2 2022 | Q3 2023 | 6 |
STEEL GROVE CAPITAL ADVISORS, LLC | 4 | 2 | 0.00% | 0.06% | 0.14% | Q4 2021 | Q3 2023 | 6 |
Axiom Investment Management LLC | 5 | 1 | 0.02% | 0.27% | 0.41% | Q2 2020 | Q4 2021 | 6 |
Family Firm, Inc. | 6 | 6 | 0.10% | 0.12% | 0.14% | Q2 2022 | Q3 2023 | 6 |
Stumpf Capital Management LLC | 5 | 1 | 0.03% | 0.04% | 0.08% | Q4 2017 | Q3 2020 | 6 |
Ameraudi Asset Management, Inc. | 6 | 6 | 2.21% | 2.49% | 2.69% | Q2 2022 | Q3 2023 | 6 |
C M BIDWELL & ASSOCIATES LTD | 6 | 6 | 0.01% | 0.04% | 0.08% | Q2 2017 | Q3 2018 | 6 |
Icon Wealth Partners, LLC | 3 | 3 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q3 2023 | 6 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 5 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 3 | 2 | 0.17% | 0.37% | 0.73% | Q1 2020 | Q4 2021 | 5 |
WELCH & FORBES LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Rezny Wealth Management, Inc. | 5 | 5 | 0.19% | 0.90% | 1.17% | Q2 2021 | Q2 2022 | 5 |
HB Wealth Management, LLC | 4 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 5 |
Hoover Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2021 | 5 |
PARTNERS CAPITAL INVESTMENT GROUP, LLP | 5 | 5 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 5 |
Apeiron RIA LLC | 5 | 5 | 0.21% | 0.27% | 0.36% | Q3 2022 | Q3 2023 | 5 |
ADVISORY RESEARCH INC | 5 | 5 | 0.06% | 0.09% | 0.12% | Q3 2022 | Q3 2023 | 5 |
Gemmer Asset Management LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q1 2022 | 5 |
Private Advisory Group LLC | 5 | 5 | 0.31% | 0.45% | 0.53% | Q1 2017 | Q1 2018 | 5 |
FIRST HORIZON CORP | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 5 |
Fragasso Group Inc. | 5 | 5 | 0.02% | 0.03% | 0.06% | Q4 2022 | Q4 2023 | 5 |
Orion Portfolio Solutions, LLC | 5 | 5 | 0.23% | 0.26% | 0.37% | Q4 2019 | Q4 2020 | 5 |
HOLLENCREST CAPITAL MANAGEMENT | 4 | 1 | 0.00% | 0.01% | 0.03% | Q2 2018 | Q3 2023 | 5 |
Shay Capital LLC | 4 | 4 | 0.20% | 0.66% | 2.10% | Q2 2021 | Q1 2022 | 5 |
Savior LLC | 5 | 5 | 0.18% | 2.51% | 3.91% | Q3 2022 | Q3 2023 | 5 |
Soleus Capital Management, L.P. | 2 | 1 | 8.42% | 21.62% | 52.48% | Q4 2020 | Q3 2023 | 5 |
China Universal Asset Management Co., Ltd. | 5 | 5 | 0.00% | 0.21% | 0.56% | Q3 2022 | Q3 2023 | 5 |
Cedar Brook Financial Partners, LLC | 4 | 1 | 0.10% | 0.14% | 0.19% | Q4 2020 | Q3 2022 | 5 |
Concord Wealth Partners | 3 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 5 |
Choice Wealth Advisors, LLC | 5 | 5 | 0.76% | 1.02% | 1.31% | Q4 2020 | Q4 2021 | 5 |
GUGGENHEIM CAPITAL LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2023 | 5 |
SPOT TRADING L.L.C. | 2 | 2 | 0.04% | 0.17% | 0.25% | Q2 2017 | Q3 2017 | 5 |
MARVIN & PALMER ASSOCIATES INC | 5 | 5 | 1.28% | 3.55% | 5.43% | Q3 2017 | Q3 2018 | 5 |
HALL LAURIE J TRUSTEE | 5 | 5 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2019 | 5 |
Bigelow Investment Advisors, LLC | 5 | 5 | 0.14% | 0.15% | 0.15% | Q1 2018 | Q1 2019 | 5 |
Nicholas Investment Partners, LP | 2 | 1 | 0.03% | 2.62% | 6.66% | Q1 2019 | Q4 2021 | 5 |
Renaissance Technologies | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q1 2023 | 5 |
CROWN ADVISORS MANAGEMENT, INC. | 5 | 5 | 1.97% | 2.15% | 2.28% | Q3 2022 | Q3 2023 | 5 |
Penobscot Investment Management Company, Inc. | 5 | 5 | 0.03% | 0.05% | 0.07% | Q4 2020 | Q4 2021 | 5 |
Hyperion Capital Advisors LP | 5 | 5 | 0.54% | 0.59% | 0.66% | Q1 2022 | Q1 2023 | 5 |
Pekin Hardy Strauss, Inc. | 5 | 5 | 0.05% | 0.15% | 0.23% | Q1 2022 | Q1 2023 | 5 |
FNY Investment Advisers, LLC | 2 | 1 | 0.00% | 0.15% | 0.59% | Q3 2018 | Q4 2022 | 5 |
BOENNING & SCATTERGOOD, INC. | 5 | 5 | 0.17% | 0.24% | 0.27% | Q4 2021 | Q4 2022 | 5 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2023 | 5 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2020 | 5 |
Investors Research Corp | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 5 | 5 | 0.07% | 0.19% | 0.24% | Q3 2022 | Q3 2023 | 5 |
Schneider Downs Wealth Management Advisors, LP | 4 | 1 | 0.05% | 0.08% | 0.13% | Q2 2017 | Q2 2021 | 5 |
Kovack Advisors, Inc. | 3 | 1 | 0.04% | 0.11% | 0.16% | Q4 2016 | Q3 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.21% | 0.25% | 0.29% | Q3 2022 | Q3 2023 | 5 |
Intercontinental Wealth Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2019 | 5 |
Horan Securities, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2023 | 5 |
Alpha Family Trust | 5 | 5 | 1.80% | 2.48% | 3.44% | Q3 2021 | Q3 2022 | 5 |
Capital Investment Advisors, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2021 | 5 |
Claro Advisors LLC | 5 | 5 | 0.21% | 0.25% | 0.29% | Q1 2021 | Q1 2022 | 5 |
Advisory Alpha, LLC | 3 | 1 | 0.01% | 0.03% | 0.04% | Q1 2019 | Q3 2020 | 5 |
SMITH, MOORE & CO. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2020 | Q3 2021 | 5 |
COLLECTIVE FAMILY OFFICE LLC | 5 | 5 | 0.09% | 0.16% | 0.24% | Q2 2022 | Q2 2023 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Laurion Capital Management LP | 2 | 1 | 0.03% | 0.49% | 1.16% | Q2 2015 | Q3 2021 | 5 |
Argentus Capital Management, LLC | 5 | 5 | 0.00% | 0.01% | 0.05% | Q3 2015 | Q3 2016 | 5 |
MGO Private Wealth, LLC | 5 | 5 | 0.36% | 0.84% | 1.25% | Q3 2022 | Q3 2023 | 5 |
GeoWealth Management, LLC | 4 | 1 | 0.06% | 0.11% | 0.14% | Q3 2019 | Q2 2021 | 5 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 5 | 0.05% | 0.05% | 0.06% | Q3 2022 | Q3 2023 | 5 |
STRATEGIC WEALTH MANAGEMENT INC | 5 | 5 | 0.87% | 1.55% | 2.48% | Q4 2020 | Q4 2021 | 5 |
QUADRANT CAPITAL GROUP LLC | 5 | 5 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q1 2023 | 5 |
Oxbow Advisors, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q4 2021 | Q4 2022 | 5 |
HOWE & RUSLING INC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q3 2018 | Q1 2022 | 5 |
Somerset Trust Co | 5 | 5 | 0.62% | 1.01% | 1.27% | Q4 2013 | Q4 2014 | 5 |
Edge Capital Group, LLC | 5 | 5 | 0.02% | 0.03% | 0.04% | Q1 2021 | Q1 2022 | 5 |
SILVERARC CAPITAL MANAGEMENT, LLC | 3 | 1 | 4.76% | 7.47% | 11.16% | Q2 2021 | Q3 2023 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 5 |
Lowe Wealth Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q3 2020 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 5 |
Red Door Wealth Management, LLC | 3 | 2 | 0.08% | 0.11% | 0.13% | Q1 2020 | Q4 2021 | 5 |
Obsidian Personal Planning Solutions LLC | 5 | 5 | 0.49% | 0.64% | 0.82% | Q3 2022 | Q3 2023 | 5 |
Legacy Wealth Partners, Inc. | 5 | 5 | 0.18% | 0.27% | 0.34% | Q2 2020 | Q2 2021 | 5 |
Baker Ellis Asset Management LLC | 5 | 5 | 0.06% | 0.13% | 0.16% | Q3 2018 | Q3 2019 | 5 |
Raub Brock Capital Management LP | 5 | 5 | 0.06% | 0.12% | 0.16% | Q3 2022 | Q3 2023 | 5 |
Old North State Trust, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2019 | 5 |
High Net Worth Advisory Group LLC | 5 | 5 | 0.05% | 0.07% | 0.11% | Q4 2021 | Q4 2022 | 5 |
Field & Main Bank | 5 | 5 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 5 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q3 2023 | 5 |
Harfst & Associates, Inc. | 3 | 2 | 0.02% | 0.03% | 0.03% | Q2 2015 | Q2 2017 | 5 |
Hilltop Holdings Inc. | 3 | 1 | 0.00% | 0.04% | 0.09% | Q1 2020 | Q1 2023 | 5 |
Smithfield Trust Co | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2022 | 5 |
Crescent Capital Consulting, LLC | 5 | 5 | 0.00% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
IBEX WEALTH ADVISORS | 4 | 1 | 0.05% | 0.08% | 0.10% | Q2 2019 | Q1 2022 | 5 |
Leelyn Smith, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Legend Financial Advisors, Inc. | 5 | 5 | 0.01% | 0.47% | 1.17% | Q3 2022 | Q3 2023 | 5 |
Mesirow Institutional Investment Management, Inc. | 5 | 5 | 0.04% | 0.04% | 0.05% | Q3 2022 | Q3 2023 | 5 |
PROFESSIONAL PLANNING | 4 | 1 | 0.10% | 0.12% | 0.14% | Q2 2020 | Q3 2021 | 5 |
Compass Wealth Management LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2023 | 5 |
Abundance Wealth Counselors | 4 | 1 | 0.01% | 0.45% | 0.91% | Q1 2021 | Q3 2023 | 5 |
Avidity Partners Management LP | 4 | 1 | 0.82% | 4.42% | 8.41% | Q3 2021 | Q4 2022 | 5 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2020 | 5 |
MASTERS CAPITAL MANAGEMENT LLC | 2 | 1 | 1.08% | 6.12% | 13.48% | Q1 2016 | Q3 2023 | 5 |
Ranch Capital Advisors Inc. | 5 | 5 | 0.02% | 0.03% | 0.03% | Q4 2019 | Q4 2020 | 5 |
Asio Capital, LLC | 5 | 5 | 0.19% | 0.63% | 0.92% | Q2 2020 | Q2 2021 | 5 |
Glovista Investments LLC | 3 | 1 | 0.10% | 0.89% | 2.05% | Q2 2017 | Q2 2021 | 5 |
WESPAC Advisors, LLC | 5 | 5 | 1.09% | 1.92% | 3.30% | Q3 2017 | Q3 2018 | 5 |
Vanderbilt University | 5 | 5 | 2.22% | 2.40% | 2.54% | Q3 2022 | Q3 2023 | 5 |
Advisors Preferred, LLC | 2 | 1 | 0.01% | 0.64% | 1.26% | Q4 2013 | Q1 2019 | 5 |
Hudson Bay Capital Management LP | 2 | 1 | 0.00% | 0.06% | 0.18% | Q2 2020 | Q3 2023 | 5 |
Next Capital Management LLC | 4 | 1 | 0.05% | 0.12% | 0.19% | Q4 2018 | Q1 2023 | 5 |
Sage Mountain Advisors LLC | 5 | 5 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 5 |
MELFA WEALTH MANAGEMENT, INC. | 4 | 4 | 0.51% | 0.54% | 0.58% | Q4 2022 | Q3 2023 | 4 |
MATHER GROUP, LLC. | 4 | 4 | 3.37% | 3.69% | 4.08% | Q2 2013 | Q1 2014 | 4 |
J.P. Turner & Co Capital Mnagement, LLC | 4 | 4 | 0.22% | 0.30% | 0.36% | Q4 2014 | Q3 2015 | 4 |
FIR TREE CAPITAL MANAGEMENT LP | 3 | 3 | 0.30% | 0.58% | 0.78% | Q3 2021 | Q1 2022 | 4 |
Leonard Rickey Investment Advisors P.L.L.C. | 4 | 4 | 0.28% | 0.28% | 0.29% | Q4 2017 | Q3 2018 | 4 |
DUBUQUE BANK & TRUST CO | 3 | 1 | 0.00% | 0.07% | 0.22% | Q2 2015 | Q4 2017 | 4 |
Bouchey Financial Group Ltd | 4 | 4 | 1.69% | 2.04% | 2.71% | Q1 2018 | Q4 2018 | 4 |
Summit Financial Wealth Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.09% | Q4 2014 | Q3 2015 | 4 |
FSA Wealth Management LLC | 3 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 4 |
FRG Family Wealth Advisors LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q2 2022 | Q1 2023 | 4 |
LETKO, BROSSEAU & ASSOCIATES INC | 4 | 4 | 0.09% | 0.11% | 0.12% | Q4 2022 | Q3 2023 | 4 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 3 | 1 | 0.01% | 0.02% | 0.04% | Q4 2015 | Q2 2018 | 4 |
Y.D. More Investments Ltd | 4 | 4 | 0.00% | 0.04% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Bell Bank | 4 | 4 | 1.25% | 1.42% | 1.53% | Q1 2021 | Q4 2021 | 4 |
Baymount Management LP | 2 | 1 | 0.58% | 16.87% | 54.29% | Q2 2020 | Q1 2023 | 4 |
Lloyd Park, LLC | 4 | 4 | 1.13% | 1.75% | 2.28% | Q4 2021 | Q3 2022 | 4 |
Life Planning Partners, Inc | 4 | 4 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2022 | 4 |
SkyView Investment Advisors, LLC | 4 | 4 | 0.19% | 0.25% | 0.33% | Q2 2022 | Q1 2023 | 4 |
Golden State Wealth Management, LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2020 | 4 |
Parametrica Management Ltd | 3 | 1 | 1.32% | 2.68% | 3.81% | Q1 2022 | Q2 2023 | 4 |
BREITER CAPITAL MANAGEMENT INC | 4 | 4 | 0.24% | 0.26% | 0.28% | Q1 2020 | Q4 2020 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
AMERICAN NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Aspen Investment Management Inc | 2 | 2 | 0.17% | 0.22% | 0.33% | Q4 2020 | Q4 2022 | 4 |
SECTORAL ASSET MANAGEMENT INC | 4 | 4 | 0.25% | 0.37% | 0.64% | Q4 2022 | Q3 2023 | 4 |
Q3 Asset Management | 2 | 1 | 6.14% | 7.48% | 8.85% | Q1 2018 | Q4 2019 | 4 |
ABSHER WEALTH MANAGEMENT, LLC | 3 | 1 | 0.04% | 0.05% | 0.05% | Q2 2020 | Q2 2021 | 4 |
Callan Capital, LLC | 4 | 4 | 0.02% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
Privium Fund Management (UK) Ltd | 3 | 1 | 0.47% | 0.99% | 1.22% | Q2 2021 | Q2 2023 | 4 |
SHELTON WEALTH MANAGEMENT, LLC | 4 | 4 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 4 |
Dakota Wealth Management | 3 | 1 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q1 2023 | 4 |
QCM Cayman, Ltd. | 1 | 1 | 0.29% | 10.05% | 38.53% | Q3 2016 | Q1 2022 | 4 |
Pinz Capital Management, LP | 2 | 1 | 0.11% | 0.28% | 0.49% | Q1 2021 | Q3 2022 | 4 |
KB FINANCIAL PARTNERS, LLC | 4 | 4 | 0.21% | 0.24% | 0.27% | Q2 2022 | Q1 2023 | 4 |
U.S. Capital Wealth Advisors, LLC | 2 | 1 | 0.01% | 0.05% | 0.15% | Q3 2021 | Q4 2022 | 4 |
Brendel Financial Advisors LLC | 3 | 1 | 0.47% | 0.99% | 1.38% | Q3 2022 | Q3 2023 | 4 |
BANK OF THE WEST | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2018 | Q2 2019 | 4 |
Vectors Research Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
Trifecta Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Jackson Wealth Management, LLC | 4 | 4 | 0.17% | 0.20% | 0.23% | Q4 2014 | Q3 2015 | 4 |
Weiss Asset Management LP | 2 | 1 | 0.06% | 0.36% | 1.01% | Q3 2019 | Q2 2023 | 4 |
Joel Isaacson & Co., LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2016 | Q4 2016 | 4 |
Colonial Trust Co / SC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
ESG Planning | 4 | 4 | 0.29% | 0.44% | 0.55% | Q1 2022 | Q4 2022 | 4 |
AMG National Trust Bank | 3 | 1 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q1 2022 | 4 |
WBH ADVISORY INC | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
Formidable Asset Management, LLC | 4 | 4 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q2 2023 | 4 |
Davis Investment Partners, LLC | 4 | 4 | 0.13% | 0.15% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Sculptor Capital LP | 2 | 1 | 0.00% | 0.06% | 0.11% | Q3 2015 | Q2 2022 | 4 |
SYM FINANCIAL Corp | 4 | 4 | 0.01% | 0.02% | 0.02% | Q4 2018 | Q3 2019 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.60% | 0.66% | 0.72% | Q2 2020 | Q1 2021 | 4 |
ExodusPoint Capital Management, LP | 2 | 1 | 0.00% | 0.06% | 0.13% | Q4 2019 | Q3 2021 | 4 |
Laidlaw Wealth Management LLC | 4 | 4 | 0.13% | 0.26% | 0.37% | Q4 2020 | Q3 2021 | 4 |
CULLEN/FROST BANKERS, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2020 | 4 |
Derbend Asset Management | 4 | 4 | 0.19% | 0.31% | 0.40% | Q2 2021 | Q1 2022 | 4 |
KMS FINANCIAL SERVICES, INC | 3 | 1 | 0.04% | 0.06% | 0.06% | Q2 2013 | Q3 2014 | 4 |
Rollins Financial | 3 | 1 | 0.09% | 0.37% | 0.51% | Q4 2020 | Q4 2021 | 4 |
FORESTERS INVESTMENT MANAGEMENT COMPANY, INC. | 4 | 4 | 0.08% | 0.09% | 0.10% | Q3 2018 | Q2 2019 | 4 |
Placemark Investments, Inc. | 3 | 1 | 0.01% | 0.01% | 0.02% | Q4 2013 | Q4 2014 | 4 |
Amici Capital, LLC | 1 | 1 | 0.08% | 0.44% | 0.92% | Q2 2014 | Q1 2016 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.02% | 0.02% | 0.03% | Q4 2018 | Q3 2023 | 4 |
Altshuler Shaham Ltd | 4 | 4 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q2 2021 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.46% | 0.50% | 0.52% | Q4 2022 | Q3 2023 | 4 |
PETRA FINANCIAL ADVISORS INC | 4 | 4 | 0.65% | 1.45% | 3.38% | Q4 2022 | Q3 2023 | 4 |
Eaton Financial Holdings Company, LLC | 4 | 4 | 0.07% | 0.24% | 0.39% | Q4 2022 | Q3 2023 | 4 |
Independent Advisor Alliance | 2 | 1 | 0.02% | 0.04% | 0.07% | Q1 2018 | Q4 2019 | 4 |
GM Advisory Group, LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q3 2017 | Q2 2018 | 4 |
BBJS FINANCIAL ADVISORS, LLC | 4 | 4 | 1.58% | 1.67% | 1.77% | Q4 2022 | Q3 2023 | 4 |
Investors Capital Advisory Services | 4 | 4 | 0.04% | 0.06% | 0.09% | Q1 2015 | Q4 2015 | 4 |
Constitution Capital LLC | 4 | 4 | 0.32% | 0.40% | 0.49% | Q4 2020 | Q3 2021 | 4 |
HBK INVESTMENTS L P | 3 | 1 | 0.03% | 0.12% | 0.20% | Q4 2018 | Q4 2019 | 4 |
ORACLE INVESTMENT MANAGEMENT INC | 1 | 1 | 0.01% | 0.57% | 1.42% | Q3 2019 | Q3 2022 | 4 |
BOURGEON CAPITAL MANAGEMENT LLC | 4 | 4 | 0.03% | 0.06% | 0.08% | Q4 2022 | Q3 2023 | 4 |
MACQUARIE GROUP LTD | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
Michelson Medical Research Foundation, Inc. | 4 | 4 | 1.54% | 1.74% | 1.87% | Q4 2022 | Q3 2023 | 4 |
Man Group plc | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 4 |
HCR Wealth Advisors | 4 | 4 | 0.06% | 0.07% | 0.08% | Q3 2020 | Q2 2021 | 4 |
BAIRD ROBERT W & CO INC /WI/ | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q4 2014 | 4 |
BLB&B Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.03% | Q2 2021 | Q1 2022 | 4 |
Capricorn Fund Managers Ltd | 4 | 4 | 0.22% | 1.06% | 1.64% | Q2 2022 | Q1 2023 | 4 |
Kore Private Wealth LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2019 | Q2 2021 | 4 |
Mascoma Wealth Management LLC | 4 | 4 | 0.04% | 0.05% | 0.05% | Q4 2016 | Q3 2017 | 4 |
FIRST MIDWEST BANK TRUST DIVISION | 4 | 4 | 0.03% | 0.04% | 0.04% | Q4 2020 | Q3 2021 | 4 |
USAdvisors Wealth Management, LLC | 4 | 4 | 0.16% | 0.18% | 0.22% | Q4 2017 | Q3 2018 | 4 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q3 2018 | 4 |
Mill Creek Capital Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Aspire Wealth Management Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2022 | 4 |
JANICZEK WEALTH MANAGEMENT, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q1 2022 | 4 |
FARMERS TRUST CO | 4 | 4 | 0.59% | 0.71% | 0.78% | Q4 2022 | Q3 2023 | 4 |
Segantii Capital Management Ltd | 4 | 4 | 0.00% | 0.12% | 0.29% | Q1 2021 | Q4 2021 | 4 |
Fiduciary Alliance LLC | 4 | 4 | 0.36% | 0.38% | 0.42% | Q4 2022 | Q3 2023 | 4 |
Bain Capital Public Equity Management, LLC | 4 | 4 | 0.03% | 0.05% | 0.06% | Q2 2018 | Q1 2019 | 4 |
GMT CAPITAL CORP | 4 | 4 | 0.04% | 0.37% | 0.51% | Q1 2016 | Q4 2016 | 4 |
PETREDIS INVESTMENT ADVISORS LLC | 4 | 4 | 0.57% | 0.67% | 0.82% | Q4 2022 | Q3 2023 | 4 |
ALETHEA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.50% | 1.15% | 1.87% | Q4 2017 | Q3 2018 | 4 |
Mount Yale Investment Advisors, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2018 | Q2 2023 | 4 |
MCF Advisors LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q1 2018 | 4 |
InTrack Investment Management Inc | 3 | 1 | 0.20% | 0.29% | 0.44% | Q2 2021 | Q4 2022 | 4 |
Knollwood Investment Advisory, LLC | 4 | 4 | 0.20% | 0.37% | 0.47% | Q4 2022 | Q3 2023 | 4 |
MAPLELANE CAPITAL, LLC | 1 | 1 | 0.00% | 1.06% | 2.96% | Q2 2015 | Q1 2016 | 4 |
Dynasty Wealth Management, LLC | 4 | 4 | 0.11% | 0.43% | 0.68% | Q4 2017 | Q3 2018 | 4 |
BlueCrest Capital Management Ltd | 3 | 1 | 0.03% | 0.11% | 0.24% | Q2 2017 | Q2 2018 | 4 |
Boxer Capital, LLC | 3 | 1 | 1.94% | 4.27% | 9.57% | Q4 2021 | Q3 2023 | 4 |
Greenwoods Asset Management Hong Kong Ltd. | 4 | 4 | 0.22% | 0.84% | 1.23% | Q1 2022 | Q4 2022 | 4 |
Choate Investment Advisors | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
NIEMANN CAPITAL MANAGEMENT INC | 2 | 2 | 2.29% | 6.78% | 8.60% | Q2 2013 | Q2 2015 | 4 |
Northstar Advisory Group, LLC | 4 | 4 | 0.40% | 1.28% | 2.11% | Q1 2022 | Q4 2022 | 4 |
Robinson Value Management, Ltd. | 2 | 1 | 0.32% | 0.41% | 0.57% | Q2 2018 | Q4 2022 | 4 |
Sound Stewardship, LLC | 4 | 4 | 0.19% | 0.23% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
STANSBERRY ASSET MANAGEMENT, LLC | 3 | 1 | 0.40% | 1.86% | 2.66% | Q1 2021 | Q1 2022 | 4 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Prime Capital Investment Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q3 2022 | Q3 2023 | 4 |
JONES FINANCIAL COMPANIES LLLP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2022 | 4 |
Kerrisdale Advisers, LLC | 3 | 1 | 0.06% | 0.62% | 1.84% | Q4 2016 | Q4 2020 | 4 |
WOODMONT INVESTMENT COUNSEL LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2016 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2021 | 4 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 4 | 4 | 0.01% | 0.02% | 0.02% | Q2 2017 | Q1 2018 | 4 |
SEAVIEW INVESTMENT MANAGERS LLC | 4 | 4 | 0.34% | 0.70% | 1.01% | Q3 2020 | Q2 2021 | 4 |
Octagon Capital Advisors LP | 4 | 4 | 1.08% | 2.95% | 4.82% | Q1 2022 | Q4 2022 | 4 |
Coastline Trust Co | 3 | 1 | 0.05% | 0.06% | 0.08% | Q4 2014 | Q4 2015 | 4 |
PETERSON WEALTH MANAGEMENT | 4 | 4 | 0.53% | 0.60% | 0.75% | Q2 2020 | Q1 2021 | 4 |
Clarus Wealth Advisors | 2 | 1 | 0.22% | 0.25% | 0.32% | Q2 2020 | Q2 2022 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 0.50% | 0.55% | 0.61% | Q4 2017 | Q3 2018 | 4 |
FourThought Financial, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
BB&T INVESTMENT SERVICES, INC. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q4 2017 | 4 |
Interchange Capital Partners, LLC | 1 | 1 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q1 2023 | 3 |
DT Investment Partners, LLC | 2 | 1 | 0.00% | 0.10% | 0.17% | Q4 2019 | Q1 2023 | 3 |
Curi Wealth Management, LLC | 3 | 3 | 0.01% | 1.10% | 1.93% | Q4 2021 | Q2 2022 | 3 |
20/20 Capital Management, Inc. | 3 | 3 | 0.14% | 0.14% | 0.15% | Q4 2020 | Q2 2021 | 3 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q4 2022 | 3 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.03% | 0.06% | Q4 2019 | Q4 2020 | 3 |
J Arnold Wealth Management Co | 1 | 1 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q4 2022 | 3 |
DCF Advisers, LLC | 1 | 1 | 0.20% | 0.39% | 0.54% | Q2 2022 | Q3 2023 | 3 |
Golden State Equity Partners | 3 | 3 | 0.12% | 0.13% | 0.16% | Q1 2023 | Q3 2023 | 3 |
Von Berge Wealth Management Group, LLC | 3 | 3 | 0.19% | 0.20% | 0.21% | Q1 2023 | Q3 2023 | 3 |
JBF Capital, Inc. | 3 | 3 | 1.62% | 1.77% | 1.86% | Q3 2021 | Q1 2022 | 3 |
MARINO, STRAM & ASSOCIATES LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q3 2018 | 3 |
CLOUGH CAPITAL PARTNERS L P | 1 | 1 | 0.17% | 1.10% | 1.82% | Q2 2022 | Q4 2022 | 3 |
Wagner Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
Bristlecone Advisors, LLC | 3 | 3 | 0.06% | 0.11% | 0.13% | Q1 2023 | Q3 2023 | 3 |
Meridian Wealth Management, LLC | 3 | 3 | 0.27% | 0.34% | 0.38% | Q2 2017 | Q4 2017 | 3 |
CWH Capital Management, Inc. | 3 | 3 | 3.17% | 3.41% | 3.58% | Q4 2016 | Q2 2017 | 3 |
Cowen Investment Management LLC | 2 | 1 | 0.00% | 0.09% | 0.22% | Q2 2021 | Q4 2022 | 3 |
Eisler Capital (US) LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 3 |
Aspire Private Capital, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
King Wealth Management Group | 3 | 3 | 0.22% | 0.25% | 0.27% | Q1 2015 | Q3 2015 | 3 |
Y-Intercept (Hong Kong) Ltd | 2 | 1 | 0.04% | 0.11% | 0.26% | Q1 2021 | Q4 2022 | 3 |
Richard W. Paul & Associates, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MUFG Americas Holdings Corp | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 3 |
CFM WEALTH PARTNERS LLC | 3 | 3 | 0.07% | 0.07% | 0.08% | Q4 2019 | Q2 2020 | 3 |
Elliott Investment Management L.P. | 2 | 1 | 0.42% | 0.45% | 0.49% | Q1 2022 | Q2 2023 | 3 |
Redmile Group, LLC | 2 | 1 | 0.02% | 0.87% | 2.54% | Q3 2015 | Q2 2016 | 3 |
Edgestream Partners, L.P. | 3 | 3 | 0.06% | 0.10% | 0.17% | Q1 2023 | Q3 2023 | 3 |
Pentwater Capital Management LP | 3 | 3 | 0.01% | 0.03% | 0.05% | Q1 2023 | Q3 2023 | 3 |
SII INVESTMENTS INC/WI | 2 | 1 | 0.03% | 0.07% | 0.15% | Q2 2013 | Q4 2017 | 3 |
GoldenTree Asset Management | 3 | 3 | 1.23% | 2.51% | 4.46% | Q4 2016 | Q2 2017 | 3 |
Beacon Capital Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Empire Financial Management Company, LLC | 3 | 3 | 0.46% | 0.50% | 0.53% | Q1 2023 | Q3 2023 | 3 |
Providence Capital Advisors, LLC | 3 | 3 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q4 2018 | 3 |
Diametric Capital, LP | 2 | 1 | 0.44% | 0.88% | 1.54% | Q3 2020 | Q2 2021 | 3 |
Column Capital Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
Seven Springs Wealth Group, LLC | 3 | 3 | 0.26% | 0.29% | 0.32% | Q4 2020 | Q2 2021 | 3 |
AlphaCore Capital LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q3 2021 | Q2 2023 | 3 |
CoreCap Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q4 2022 | 3 |
Casdin Capital, LLC | 2 | 1 | 1.61% | 2.95% | 4.28% | Q1 2016 | Q2 2017 | 3 |
Blue Door Asset Management, LLC | 3 | 3 | 0.80% | 0.97% | 1.21% | Q1 2023 | Q3 2023 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 3 |
Bridge Advisory, LLC | 3 | 3 | 0.23% | 0.26% | 0.29% | Q2 2021 | Q4 2021 | 3 |
Spectrum Management Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2022 | 3 |
Main Street Financial Solutions, LLC | 2 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2022 | 3 |
CYNOSURE ADVISORS, LLC | 3 | 3 | 0.10% | 0.11% | 0.12% | Q4 2017 | Q2 2018 | 3 |
LEVIN CAPITAL STRATEGIES, L.P. | 2 | 1 | 0.01% | 0.02% | 0.04% | Q3 2014 | Q3 2015 | 3 |
Grey Fox Wealth Advisors, LLC | 3 | 3 | 0.11% | 0.12% | 0.15% | Q4 2022 | Q2 2023 | 3 |
Brightworth | 3 | 3 | 0.06% | 0.06% | 0.06% | Q3 2017 | Q1 2018 | 3 |
Alaska Permanent Fund Corp | 2 | 1 | 1.59% | 2.09% | 2.47% | Q4 2022 | Q3 2023 | 3 |
DUALITY ADVISERS, LP | 2 | 1 | 3.00% | 3.59% | 4.02% | Q4 2018 | Q3 2019 | 3 |
MKP Capital Management, L.L.C. | 1 | 1 | 0.17% | 0.65% | 1.26% | Q4 2016 | Q4 2022 | 3 |
Hunting Hill Global Capital, LLC | 2 | 1 | 0.34% | 0.58% | 0.82% | Q1 2022 | Q3 2023 | 3 |
TUDOR INVESTMENT CORP ET AL | 2 | 1 | 0.02% | 0.18% | 0.50% | Q4 2016 | Q3 2023 | 3 |
Western Pacific Wealth Management, LP | 3 | 3 | 0.03% | 0.05% | 0.07% | Q4 2021 | Q2 2022 | 3 |
Cypress Capital Management LLC (WY) | 3 | 3 | 0.14% | 0.18% | 0.21% | Q1 2018 | Q3 2018 | 3 |
Wechter Feldman Wealth Management, Inc. | 2 | 1 | 0.15% | 1.17% | 3.16% | Q1 2017 | Q3 2018 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
ING GROEP NV | 2 | 1 | 0.01% | 0.04% | 0.09% | Q1 2013 | Q1 2014 | 3 |
ACG Wealth | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2018 | Q2 2022 | 3 |
DOW CHEMICAL CO /DE/ | 3 | 3 | 0.14% | 0.18% | 0.20% | Q2 2016 | Q4 2016 | 3 |
PARK AVENUE SECURITIES LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q4 2022 | 3 |
CONTINENTAL INVESTORS SERVICES, INC. | 2 | 1 | 0.46% | 0.57% | 0.68% | Q4 2021 | Q2 2023 | 3 |
FNY Managed Accounts LLC | 1 | 1 | 0.01% | 0.51% | 0.90% | Q3 2015 | Q1 2016 | 3 |
Noked Israel Ltd | 3 | 3 | 0.80% | 2.05% | 3.52% | Q2 2022 | Q4 2022 | 3 |
Flagship Private Wealth, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2021 | 3 |
Roble, Belko & Company, Inc | 3 | 3 | 0.09% | 0.13% | 0.15% | Q4 2019 | Q2 2020 | 3 |
INVESTMENT CENTERS OF AMERICA INC | 3 | 3 | 0.08% | 0.10% | 0.10% | Q1 2017 | Q3 2017 | 3 |
Friedenthal Financial | 1 | 1 | 3.34% | 3.62% | 4.16% | Q4 2019 | Q3 2022 | 3 |
CHI Advisors LLC | 2 | 1 | 0.02% | 0.08% | 0.14% | Q4 2020 | Q2 2022 | 3 |
Parkwood LLC | 3 | 3 | 9.94% | 11.11% | 11.96% | Q3 2022 | Q1 2023 | 3 |
PICTET ASSET MANAGEMENT SA | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
Occidental Asset Management, LLC | 3 | 3 | 0.10% | 0.13% | 0.15% | Q1 2021 | Q3 2021 | 3 |
Horan Capital Advisors, LLC. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 3 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 1 | 1 | 0.03% | 0.24% | 0.66% | Q4 2018 | Q1 2022 | 3 |
FORTEM FINANCIAL GROUP, LLC | 2 | 1 | 0.01% | 0.45% | 0.71% | Q4 2018 | Q4 2020 | 3 |
Evergreen Wealth Solutions, LLC | 3 | 3 | 0.34% | 0.65% | 1.02% | Q4 2021 | Q2 2022 | 3 |
PFG Investments, LLC | 3 | 3 | 0.08% | 0.11% | 0.14% | Q1 2023 | Q3 2023 | 3 |
INSIGNEO ADVISORY SERVICES, LLC | 3 | 3 | 0.05% | 0.09% | 0.12% | Q4 2022 | Q2 2023 | 3 |
V Wealth Advisors LLC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q1 2022 | Q3 2022 | 3 |
FIRST CITIZENS BANK & TRUST CO | 3 | 3 | 0.08% | 0.15% | 0.19% | Q2 2019 | Q4 2019 | 3 |
GOFEN & GLOSSBERG LLC /IL/ | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
Polar Asset Management Partners Inc. | 2 | 1 | 0.20% | 0.47% | 0.68% | Q1 2015 | Q1 2016 | 3 |
True North Advisors, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q4 2020 | Q2 2021 | 3 |
KRS Capital Management, LLC | 1 | 1 | 0.05% | 0.19% | 0.29% | Q4 2021 | Q2 2023 | 3 |
Eudaimonia Partners, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2021 | 3 |
GYL FINANCIAL SYNERGIES, LLC | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
Prism Advisors, Inc. | 3 | 3 | 0.17% | 0.19% | 0.20% | Q4 2017 | Q2 2018 | 3 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2022 | Q3 2022 | 3 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MOODY NATIONAL BANK TRUST DIVISION | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q1 2019 | 3 |
W.G. Shaheen & Associates DBA Whitney & Co | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
WEALTHSOURCE PARTNERS, LLC | 3 | 3 | 0.07% | 0.17% | 0.24% | Q2 2019 | Q4 2019 | 3 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Balentine LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2023 | 3 |
Ensign Peak Advisors, Inc | 2 | 1 | 0.01% | 0.05% | 0.08% | Q3 2020 | Q4 2021 | 3 |
Ironsides Asset Advisors, LLC | 3 | 3 | 0.08% | 0.09% | 0.11% | Q1 2015 | Q3 2015 | 3 |
Wakefield Asset Management LLLP | 2 | 1 | 0.38% | 0.64% | 0.77% | Q1 2022 | Q4 2022 | 3 |
Hochman Cole Investment Advisors, Inc. | 3 | 3 | 0.08% | 0.09% | 0.10% | Q4 2020 | Q2 2021 | 3 |
Parkman Healthcare Partners LLC | 1 | 1 | 2.06% | 2.30% | 2.47% | Q4 2019 | Q4 2021 | 3 |
1834 INVESTMENT ADVISORS CO | 2 | 1 | 0.00% | 0.02% | 0.02% | Q3 2018 | Q3 2021 | 3 |
MUNDER CAPITAL MANAGEMENT | 3 | 3 | 0.02% | 0.03% | 0.04% | Q1 2014 | Q3 2014 | 3 |
Truvestments Capital LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q3 2018 | Q3 2023 | 3 |
AMERICAN CENTURY COMPANIES INC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q2 2019 | 3 |
Snider Financial Group | 3 | 3 | 2.26% | 2.31% | 2.41% | Q2 2021 | Q4 2021 | 3 |
ZRC WEALTH MANAGEMENT, LLC | 3 | 3 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 3 |
James J. Burns & Company, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Strategic Wealth Partners, Ltd. | 2 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q1 2019 | 3 |
EverPoint Asset Management, LLC | 3 | 3 | 0.22% | 0.26% | 0.30% | Q2 2016 | Q4 2016 | 3 |
RUDMAN ERROL M | 3 | 3 | 1.24% | 1.68% | 2.33% | Q2 2017 | Q4 2017 | 3 |
FormulaFolio Investments, LLC | 3 | 3 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Brookstone Capital Management | 2 | 1 | 0.02% | 0.06% | 0.09% | Q3 2020 | Q2 2022 | 3 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2021 | 3 |
Holowesko Partners Ltd. | 3 | 3 | 2.75% | 3.62% | 4.96% | Q4 2019 | Q2 2020 | 3 |
Strategic Capital Alternatives LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2015 | 3 |
LANDAAS & CO /WI /ADV | 2 | 1 | 0.04% | 0.05% | 0.05% | Q3 2017 | Q2 2018 | 3 |
Garden State Investment Advisory Services LLC | 3 | 3 | 0.23% | 0.25% | 0.26% | Q4 2022 | Q2 2023 | 3 |
Fore Capital, LLC | 2 | 1 | 0.21% | 2.10% | 5.07% | Q4 2017 | Q2 2021 | 3 |
K2 PRINCIPAL FUND, L.P. | 3 | 3 | 0.28% | 0.77% | 1.43% | Q4 2016 | Q2 2017 | 3 |
ELCO Management Co., LLC | 3 | 3 | 0.18% | 0.19% | 0.21% | Q1 2022 | Q3 2022 | 3 |
NF Trinity Capital (Hong Kong) Ltd | 3 | 3 | 1.31% | 1.41% | 1.47% | Q3 2017 | Q1 2018 | 3 |
Knott David M Jr | 3 | 3 | 0.02% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
Aveo Capital Partners, LLC | 1 | 1 | 0.61% | 0.75% | 0.98% | Q1 2017 | Q2 2018 | 3 |
O'Dell Group, LLC | 3 | 3 | 0.32% | 0.35% | 0.40% | Q4 2018 | Q2 2019 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.36% | 0.39% | 0.47% | Q4 2021 | Q2 2022 | 3 |
COMPTON CAPITAL MANAGEMENT INC /RI | 3 | 3 | 0.05% | 0.08% | 0.10% | Q1 2018 | Q3 2018 | 3 |
Pinnacle Holdings, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2022 | Q1 2023 | 3 |
Cornerstone Financial Partners, LLC | 3 | 3 | 0.71% | 0.96% | 1.28% | Q2 2017 | Q4 2017 | 3 |
Blackhawk Capital Partners LLC. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q2 2018 | 3 |
Hilton Capital Management, LLC | 3 | 3 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q2 2021 | 3 |
GTS SECURITIES LLC | 1 | 1 | 0.01% | 0.05% | 0.09% | Q3 2023 | Q3 2023 | 3 |
Lenox Wealth Management, Inc. | 2 | 1 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q2 2020 | 3 |
QUATTRO FINANCIAL ADVISORS LLC | 2 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q2 2019 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 3 |
WEXFORD CAPITAL LP | 1 | 1 | 0.22% | 0.65% | 0.89% | Q3 2016 | Q3 2018 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Cornerstone Wealth Management, LLC | 2 | 1 | 0.01% | 0.02% | 0.03% | Q2 2018 | Q1 2019 | 3 |
KNOTT DAVID M | 3 | 3 | 0.04% | 0.10% | 0.22% | Q1 2021 | Q3 2021 | 3 |
Alpha DNA Investment Management LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q1 2021 | 2 |
Faithward Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
TUCKER ASSET MANAGEMENT LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
SUVRETTA CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.87% | 3.87% | 5.86% | Q4 2016 | Q1 2023 | 2 |
OLD MISSION CAPITAL, LLC | 1 | 1 | 0.02% | 0.08% | 0.15% | Q4 2016 | Q4 2020 | 2 |
Bay Harbor Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
Keel Point, LLC | 1 | 1 | 0.31% | 0.60% | 0.90% | Q2 2018 | Q4 2020 | 2 |
Garda Capital Partners LP | 1 | 1 | 0.11% | 0.17% | 0.23% | Q1 2023 | Q3 2023 | 2 |
Kabarec Financial Advisors, Ltd. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q1 2018 | 2 |
Summit Wealth Group, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q2 2021 | 2 |
New Republic Capital, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
Blue Fin Capital, Inc. | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2021 | Q2 2021 | 2 |
Towercrest Capital Management | 1 | 1 | 0.07% | 0.14% | 0.20% | Q4 2018 | Q3 2023 | 2 |
SWARTHMORE GROUP INC | 2 | 2 | 1.38% | 1.44% | 1.49% | Q2 2018 | Q3 2018 | 2 |
Lombard Odier Asset Management (USA) Corp | 1 | 1 | 0.03% | 0.48% | 0.92% | Q3 2016 | Q3 2016 | 2 |
MESSNER & SMITH THEME VALUE INVESTMENT MANAGEMENT LTD /CA/ | 2 | 2 | 0.04% | 0.04% | 0.04% | Q1 2016 | Q2 2016 | 2 |
CHANNEL WEALTH LLC | 2 | 2 | 0.12% | 0.14% | 0.17% | Q1 2023 | Q2 2023 | 2 |
Summit Financial, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Triatomic Management LP | 1 | 1 | 6.82% | 13.89% | 20.95% | Q2 2022 | Q4 2022 | 2 |
BBVA USA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
US FINANCIAL ADVISORS, LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
TEACHERS ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q1 2016 | 2 |
Mint Tower Capital Management B.V. | 1 | 1 | 0.68% | 1.97% | 3.27% | Q4 2019 | Q4 2019 | 2 |
Berry Street Capital Management LLP | 2 | 2 | 1.02% | 1.09% | 1.16% | Q1 2022 | Q2 2022 | 2 |
Daniel Devine & Co | 2 | 2 | 0.45% | 0.51% | 0.56% | Q1 2018 | Q2 2018 | 2 |
Dana Investment Advisors, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q4 2020 | 2 |
Affinity Asset Advisors, LLC | 2 | 2 | 9.69% | 15.96% | 22.22% | Q2 2021 | Q3 2021 | 2 |
Douglass Winthrop Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2018 | Q2 2018 | 2 |
MBL Wealth, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q4 2020 | Q1 2021 | 2 |
One River Asset Management, LLC | 1 | 1 | 0.06% | 0.10% | 0.14% | Q3 2023 | Q3 2023 | 2 |
Joule Financial, LLC | 2 | 2 | 0.52% | 0.56% | 0.59% | Q3 2022 | Q4 2022 | 2 |
MENLO ADVISORS LLC | 2 | 2 | 0.72% | 0.76% | 0.79% | Q2 2023 | Q3 2023 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
DAYMARK WEALTH PARTNERS, LLC | 2 | 2 | 0.09% | 0.10% | 0.10% | Q2 2023 | Q3 2023 | 2 |
WESTWOOD HOLDINGS GROUP INC | 2 | 2 | 0.04% | 0.06% | 0.08% | Q2 2015 | Q3 2015 | 2 |
Richwood Investment Advisors, LLC | 2 | 2 | 0.18% | 0.21% | 0.25% | Q4 2021 | Q1 2022 | 2 |
Tamar Securities, LLC | 1 | 1 | 0.08% | 0.35% | 0.61% | Q4 2022 | Q3 2023 | 2 |
Freestone Capital Holdings, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.26% | 0.26% | 0.27% | Q1 2022 | Q4 2022 | 2 |
Rosenberg Matthew Hamilton | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WealthTrust Asset Management, LLC | 2 | 2 | 0.19% | 0.20% | 0.21% | Q2 2021 | Q3 2021 | 2 |
HealthCor Management, L.P. | 1 | 1 | 0.65% | 2.12% | 3.60% | Q1 2020 | Q1 2022 | 2 |
Empower Advisory Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
PFG Private Wealth Management, LLC | 2 | 2 | 0.52% | 0.53% | 0.54% | Q1 2022 | Q2 2022 | 2 |
Veritable, L.P. | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q2 2021 | 2 |
CITY NATIONAL BANK | 2 | 2 | 0.16% | 0.19% | 0.22% | Q2 2015 | Q3 2015 | 2 |
MID CONTINENT CAPITAL LLC/IL | 2 | 2 | 0.08% | 0.09% | 0.09% | Q1 2015 | Q2 2015 | 2 |
SPHINX TRADING, LP | 1 | 1 | 14.82% | 16.15% | 17.48% | Q2 2015 | Q2 2015 | 2 |
Nokota Management, LP | 1 | 1 | 1.22% | 2.72% | 4.23% | Q4 2016 | Q2 2018 | 2 |
HONEYWELL INTERNATIONAL INC | 2 | 2 | 0.52% | 0.71% | 0.89% | Q2 2016 | Q3 2016 | 2 |
CALDWELL SUTTER CAPITAL, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
SOUTHPORT MANAGEMENT, L.L.C. | 1 | 1 | 1.58% | 2.23% | 2.87% | Q2 2022 | Q4 2022 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q4 2019 | 2 |
INVESTMENT MANAGEMENT OF VIRGINIA LLC | 2 | 2 | 0.32% | 0.34% | 0.36% | Q4 2018 | Q1 2019 | 2 |
New Century Advisors, LLC | 2 | 2 | 0.01% | 0.77% | 1.53% | Q2 2022 | Q3 2022 | 2 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.07% | 0.19% | 0.30% | Q4 2019 | Q4 2020 | 2 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2019 | Q3 2019 | 2 |
TIDE POINT CAPITAL MANAGEMENT, LP | 2 | 2 | 2.46% | 3.12% | 3.77% | Q2 2015 | Q3 2015 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
LexAurum Advisors, LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q3 2021 | 2 |
Icon Wealth Advisors, LLC | 2 | 2 | 0.06% | 0.08% | 0.10% | Q3 2022 | Q4 2022 | 2 |
VisionPoint Advisory Group, LLC | 2 | 2 | 0.30% | 0.31% | 0.32% | Q4 2020 | Q1 2021 | 2 |
Iguana Healthcare Management, LLC | 1 | 1 | 0.35% | 1.30% | 2.25% | Q4 2014 | Q4 2016 | 2 |
Penserra Capital Management LLC | 1 | 1 | 0.02% | 0.09% | 0.15% | Q1 2018 | Q2 2020 | 2 |
Game Plan Financial Advisors, LLC | 1 | 1 | 0.22% | 0.25% | 0.28% | Q1 2020 | Q4 2020 | 2 |
TRAIN BABCOCK ADVISORS LLC | 1 | 1 | 0.30% | 0.33% | 0.36% | Q2 2017 | Q4 2017 | 2 |
Waverly Advisors, LLC | 2 | 2 | 0.02% | 0.03% | 0.03% | Q1 2023 | Q2 2023 | 2 |
Brevan Howard Capital Management LP | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 2 |
PUBLIC SECTOR PENSION INVESTMENT BOARD | 2 | 2 | 0.11% | 0.11% | 0.12% | Q2 2021 | Q3 2021 | 2 |
Black Maple Capital Management LP | 2 | 2 | 1.46% | 1.72% | 1.98% | Q1 2021 | Q2 2021 | 2 |
Atomi Financial Group, Inc. | 2 | 2 | 0.07% | 0.09% | 0.10% | Q2 2023 | Q3 2023 | 2 |
Venture Visionary Partners LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q3 2021 | Q2 2022 | 2 |
HOEY INVESTMENTS, INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Sender Co & Partners, Inc. | 2 | 2 | 0.89% | 2.78% | 4.67% | Q4 2021 | Q1 2022 | 2 |
DLD Asset Management, LP | 1 | 1 | 0.51% | 0.56% | 0.60% | Q4 2019 | Q4 2021 | 2 |
Kellett Wealth Advisors, LLC | 2 | 2 | 0.17% | 0.18% | 0.20% | Q4 2021 | Q1 2022 | 2 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 0.27% | 0.33% | 0.38% | Q1 2017 | Q3 2017 | 2 |
Aristides Capital LLC | 1 | 1 | 0.37% | 0.61% | 0.84% | Q1 2020 | Q3 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2021 | 2 |
Private Capital Advisors, Inc. | 1 | 1 | 0.09% | 0.26% | 0.44% | Q2 2017 | Q4 2017 | 2 |
tru Independence LLC | 2 | 2 | 1.26% | 2.38% | 3.50% | Q4 2019 | Q1 2020 | 2 |
Nicholas Hoffman & Company, LLC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2022 | 2 |
CGC Financial Services, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Alpha Omega Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q2 2019 | 2 |
Capital Wealth Planning, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q1 2020 | 2 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
SCHOLTZ & COMPANY, LLC | 2 | 2 | 0.41% | 0.45% | 0.50% | Q3 2022 | Q4 2022 | 2 |
New Harbor Financial Group, LLC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2013 | Q3 2013 | 2 |
Spears Abacus Advisors LLC | 2 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q4 2019 | 2 |
Altium Wealth Management LLC | 2 | 2 | 0.11% | 0.12% | 0.12% | Q4 2017 | Q1 2018 | 2 |
Vantage Financial Partners Ltd., Inc. | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q3 2020 | 2 |
Burleson & Company, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Altus Wealth Group LLC | 2 | 2 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q1 2021 | 2 |
Del-Sette Capital Management, LLC | 2 | 2 | 2.63% | 3.18% | 3.73% | Q2 2022 | Q3 2022 | 2 |
Emerald Acquisition Ltd. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
FDx Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q3 2017 | 2 |
Financial Engines Advisors L.L.C. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2021 | 2 |
ARS Wealth Advisors Group, LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q3 2021 | Q4 2021 | 2 |
Karp Capital Management Corp | 2 | 2 | 0.01% | 0.66% | 1.31% | Q3 2018 | Q4 2018 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q4 2020 | 2 |
Peregrine Asset Advisers, Inc. | 1 | 1 | 0.31% | 0.43% | 0.56% | Q3 2021 | Q1 2022 | 2 |
Mirador Capital Partners LP | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2023 | Q3 2023 | 2 |
Visium Asset Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2015 | 2 |
Dorsey Wright & Associates | 2 | 2 | 0.05% | 0.06% | 0.08% | Q3 2017 | Q4 2017 | 2 |
METROPOLITAN CAPITAL ADVISORS INC | 2 | 2 | 0.65% | 1.03% | 1.41% | Q3 2015 | Q4 2015 | 2 |
JW Asset Management, LLC | 2 | 2 | 1.47% | 2.96% | 4.44% | Q2 2017 | Q3 2017 | 2 |
Davis Capital Management | 2 | 2 | 0.06% | 0.06% | 0.07% | Q1 2020 | Q2 2020 | 2 |
Noked Capital LTD | 2 | 2 | 1.53% | 1.68% | 1.84% | Q2 2022 | Q3 2022 | 2 |
Baldwin Investment Management, LLC | 2 | 2 | 0.04% | 0.04% | 0.05% | Q1 2021 | Q2 2021 | 2 |
CHILTON CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2022 | 2 |
TOEWS CORP /ADV | 2 | 2 | 8.65% | 8.65% | 8.65% | Q1 2015 | Q2 2015 | 2 |
Chicago Wealth Management, Inc. | 2 | 2 | 3.55% | 3.59% | 3.63% | Q3 2022 | Q4 2022 | 2 |
Bronte Capital Management Pty Ltd. | 2 | 2 | 0.91% | 3.95% | 7.00% | Q4 2021 | Q1 2022 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Boothe Investment Group, Inc. | 2 | 2 | 2.53% | 2.57% | 2.60% | Q2 2018 | Q3 2018 | 2 |
Palo Capital, Inc. | 2 | 2 | 1.49% | 1.49% | 1.50% | Q2 2018 | Q3 2018 | 2 |
Terra Nova Asset Management LLC | 2 | 2 | 1.19% | 1.30% | 1.41% | Q3 2017 | Q4 2017 | 2 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 2 | 2 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q2 2022 | 2 |
Alkeon Capital Management | 2 | 2 | 0.44% | 0.51% | 0.57% | Q4 2020 | Q1 2021 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.11% | 0.13% | 0.14% | Q1 2021 | Q2 2021 | 2 |
Quantitative Advantage, LLC | 2 | 2 | 0.05% | 0.06% | 0.06% | Q1 2021 | Q2 2021 | 2 |
Cleary Gull Holdings Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Wellington Shields Capital Management, LLC | 2 | 2 | 0.00% | 0.08% | 0.16% | Q3 2022 | Q4 2022 | 2 |
Stanford Investment Group, Inc. | 2 | 2 | 0.07% | 0.08% | 0.08% | Q3 2015 | Q4 2015 | 2 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.02% | 0.04% | Q4 2020 | Q3 2022 | 2 |
Bellwether Investment Group, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q4 2016 | 2 |
AlphaStar Capital Management, LLC | 2 | 2 | 0.24% | 0.25% | 0.26% | Q3 2020 | Q4 2020 | 2 |
BAR HARBOR WEALTH MANAGEMENT | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
OTTER CREEK MANAGEMENT INC | 2 | 2 | 0.65% | 1.12% | 1.59% | Q2 2015 | Q3 2015 | 2 |
SYMMETRY PEAK MANAGEMENT LLC | 1 | 1 | 0.06% | 0.71% | 1.37% | Q1 2015 | Q3 2017 | 2 |
Sandy Cove Advisors, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q4 2021 | Q1 2022 | 2 |
Kamunting Street Capital Management, L.P. | 1 | 1 | 1.46% | 1.97% | 2.49% | Q4 2021 | Q1 2023 | 2 |
JFS WEALTH ADVISORS, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 2 | 2 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Capital Wealth Alliance, LLC | 1 | 1 | 0.00% | 0.15% | 0.31% | Q4 2019 | Q3 2022 | 2 |
New Hampshire Trust | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2022 | Q1 2023 | 2 |
Dynamic Technology Lab Private Ltd | 2 | 2 | 0.02% | 0.03% | 0.05% | Q4 2021 | Q1 2022 | 2 |
MANAGED ACCOUNT ADVISORS LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2015 | 2 |
ASPIRIANT, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q3 2018 | 2 |
Symmetry Investments LP | 1 | 1 | 0.21% | 0.23% | 0.24% | Q4 2021 | Q3 2023 | 2 |
Ovata Capital Management Ltd | 2 | 2 | 0.15% | 0.16% | 0.16% | Q1 2022 | Q2 2022 | 2 |
Lloyd Advisory Services, LLC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Antara Capital LP | 1 | 1 | 0.14% | 0.41% | 0.68% | Q1 2022 | Q1 2022 | 2 |
WealthBridge Capital Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q1 2019 | 2 |
JACOBS & CO/CA | 2 | 2 | 0.06% | 0.07% | 0.07% | Q1 2015 | Q2 2015 | 2 |
Edgemoor Investment Advisors, Inc. | 2 | 2 | 1.04% | 1.07% | 1.09% | Q1 2021 | Q2 2021 | 2 |
Sofinnova Investments, Inc. | 2 | 2 | 1.36% | 1.92% | 2.47% | Q1 2022 | Q2 2022 | 2 |
Tuttle Capital Management, LLC | 1 | 1 | 0.60% | 0.65% | 0.70% | Q1 2019 | Q1 2022 | 2 |
Future Financial Wealth Managment LLC | 2 | 2 | 0.09% | 0.10% | 0.11% | Q4 2021 | Q1 2022 | 2 |
PINNBROOK CAPITAL MANAGEMENT LP | 2 | 2 | 0.69% | 0.72% | 0.76% | Q2 2022 | Q3 2022 | 2 |
CAMBRIDGE TRUST CO | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Bristol County Savings Bank | 2 | 2 | 0.89% | 0.90% | 0.92% | Q3 2017 | Q4 2017 | 2 |
Davide Leone & Partners Investment Co Ltd. | 2 | 2 | 1.24% | 1.54% | 1.84% | Q2 2021 | Q3 2021 | 2 |
Advisor Resource Council | 1 | 1 | 0.06% | 0.12% | 0.19% | Q4 2021 | Q2 2022 | 2 |
Financial Freedom, LLC | 2 | 2 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q1 2023 | 2 |
Cadent Capital Advisors, LLC | 2 | 2 | 0.10% | 0.12% | 0.14% | Q4 2020 | Q1 2021 | 2 |
BAINCO INTERNATIONAL INVESTORS | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q4 2020 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
USA FINANCIAL FORMULAS | 2 | 2 | 0.08% | 0.55% | 1.02% | Q1 2015 | Q2 2015 | 2 |
Rye Brook Capital LLC | 2 | 2 | 2.23% | 2.26% | 2.28% | Q4 2020 | Q1 2021 | 2 |
Econ Financial Services Corp | 2 | 2 | 0.50% | 0.51% | 0.52% | Q1 2022 | Q2 2022 | 2 |
SUMIT CAPITAL, LLC | 2 | 2 | 0.39% | 1.09% | 1.79% | Q4 2013 | Q1 2014 | 2 |
Financial Gravity Companies, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 2 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q1 2018 | Q4 2019 | 2 |
Cresset Asset Management, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
RFG HOLDINGS, INC. | 2 | 2 | 2.19% | 2.36% | 2.53% | Q1 2021 | Q2 2021 | 2 |
Kazazian Asset Management, LLC | 2 | 2 | 0.11% | 0.18% | 0.25% | Q1 2016 | Q2 2016 | 2 |
Fisher Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2020 | 2 |
BlackRock Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
First Eagle Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q2 2016 | 2 |
LIBERTY WEALTH MANAGEMENT LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 2 |
All Terrain Financial Advisors, LLC | 1 | 1 | 0.02% | 0.04% | 0.05% | Q1 2018 | Q3 2018 | 2 |
Nemes Rush Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
VALUE PARTNERS LTD /ADV | 2 | 2 | 0.29% | 0.35% | 0.40% | Q1 2016 | Q2 2016 | 2 |
Strategic Vision Investment Ltd | 2 | 2 | 5.55% | 9.87% | 14.19% | Q1 2021 | Q2 2021 | 2 |
SEI TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.01% | Q1 2014 | Q3 2014 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.09% | 0.11% | 0.12% | Q2 2023 | Q3 2023 | 2 |
Maple Capital Management, Inc. | 2 | 2 | 0.15% | 0.32% | 0.48% | Q3 2015 | Q4 2015 | 2 |
PICTET ASSET MANAGEMENT LTD | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q3 2013 | 2 |
1ST SOURCE BANK | 2 | 2 | 0.13% | 0.14% | 0.14% | Q2 2015 | Q3 2015 | 2 |
Venturi Wealth Management, LLC | 1 | 1 | 0.03% | 0.04% | 0.04% | Q1 2023 | Q3 2023 | 2 |
Regent Investment Management LLC | 2 | 2 | 0.36% | 0.37% | 0.38% | Q2 2013 | Q3 2013 | 2 |
MASTRAPASQUA ASSET MANAGEMENT INC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.00% | 0.02% | 0.04% | Q4 2020 | Q4 2022 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
BINGHAM OSBORN & SCARBOROUGH LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q4 2017 | 2 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2018 | Q4 2021 | 2 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2016 | Q3 2016 | 2 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q1 2017 | Q1 2017 | 2 |
MISSION WEALTH MANAGEMENT, LP | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q2 2021 | 2 |
Capital Bank & Trust Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
LUMINUS MANAGEMENT LLC | 1 | 1 | 0.88% | 0.88% | 0.88% | Q4 2022 | Q4 2022 | 1 |
Zions Bancorporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
Price Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
WEBSTER BANK, N. A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 1 | 1 | 0.59% | 0.59% | 0.59% | Q2 2013 | Q2 2013 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hilltop Park Associates LLC | 1 | 1 | 5.69% | 5.69% | 5.69% | Q1 2016 | Q1 2016 | 1 |
Kercheville Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2023 | Q2 2023 | 1 |
BREWIN DOLPHIN LTD | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
MENORA MIVTACHIM HOLDINGS LTD. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Sloy Dahl & Holst, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Yelin Lapidot Holdings Management Ltd. | 1 | 1 | 4.60% | 4.60% | 4.60% | Q3 2023 | Q3 2023 | 1 |
Highland Private Wealth Management | 1 | 1 | 0.53% | 0.53% | 0.53% | Q1 2018 | Q1 2018 | 1 |
Standard Investments LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2015 | Q2 2015 | 1 |
Measured Wealth Private Client Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Royal Fund Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
IMA Wealth, Inc. | 1 | 1 | 0.46% | 0.46% | 0.46% | Q2 2013 | Q2 2013 | 1 |
DRIVE WEALTH MANAGEMENT, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q4 2021 | Q4 2021 | 1 |
Blue Trust, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
WealthOne, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q1 2022 | Q1 2022 | 1 |
PARA ADVISORS LLC | 1 | 1 | 3.89% | 3.89% | 3.89% | Q1 2016 | Q1 2016 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.58% | 0.58% | 0.58% | Q1 2017 | Q1 2017 | 1 |
Meadow Creek Investment Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
ERn Financial, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
AVAII WEALTH MANAGEMENT, LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q3 2023 | Q3 2023 | 1 |
Greenhouse Funds LLLP | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2023 | Q1 2023 | 1 |
Avondale Wealth Management | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2021 | Q1 2021 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
RWA WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 1 | 1 | 0.38% | 0.38% | 0.38% | Q1 2022 | Q1 2022 | 1 |
MADDEN SECURITIES Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
KSA CAPITAL MANAGEMENT, LLC | 1 | 1 | 1.27% | 1.27% | 1.27% | Q3 2015 | Q3 2015 | 1 |
Hemenway Trust Co LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Bedell Frazier Investment Counselling, LLC | 1 | 1 | 1.66% | 1.66% | 1.66% | Q3 2023 | Q3 2023 | 1 |
Strategic Blueprint, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
BRIDGER MANAGEMENT, LLC | 1 | 1 | 3.74% | 3.74% | 3.74% | Q3 2017 | Q3 2017 | 1 |
Cooper Financial Group | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
PT ASSET MANAGEMENT, LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2017 | Q4 2017 | 1 |
IFG Advisory, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Ascent Group, LLC | 1 | 1 | 0.25% | 0.25% | 0.25% | Q1 2022 | Q1 2022 | 1 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 1.73% | 1.73% | 1.73% | Q2 2015 | Q2 2015 | 1 |
Masso Torrence Wealth Management Inc. | 1 | 1 | 0.59% | 0.59% | 0.59% | Q4 2022 | Q4 2022 | 1 |
WASHINGTON CAPITAL MANAGEMENT, INC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q1 2022 | Q1 2022 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Bradley & Co. Private Wealth Management, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Ascendant Capital Management, LLC | 1 | 1 | 3.10% | 3.10% | 3.10% | Q4 2022 | Q4 2022 | 1 |
Woodline Partners LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Bedel Financial Consulting, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2019 | Q1 2019 | 1 |
TIVERTON ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
GABELLI & Co INVESTMENT ADVISERS, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2021 | Q1 2021 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
MMA ASSET MANAGEMENT LLC | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2020 | Q4 2020 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
Westwind Capital | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
JET CAPITAL INVESTORS L P | 1 | 1 | 2.05% | 2.05% | 2.05% | Q2 2022 | Q2 2022 | 1 |
Filbrandt Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
CANTOR FITZGERALD, L. P. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Fortis Capital Management LLC | 1 | 1 | 0.95% | 0.95% | 0.95% | Q2 2021 | Q2 2021 | 1 |
CenterStar Fund, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2016 | Q4 2016 | 1 |
Seven Post Investment Office LP | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2021 | Q2 2021 | 1 |
Crestmont Private Wealth LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q2 2019 | Q2 2019 | 1 |
Tradeworx Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2013 | Q4 2013 | 1 |
BEACON INVESTMENT ADVISORY SERVICES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2017 | Q3 2017 | 1 |
Puissance Capital Management LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q4 2018 | Q4 2018 | 1 |
First Heartland Consultants, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Inscription Capital, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q2 2021 | 1 |
Concorde Financial Corp | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
East Coast Asset Management, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
M Holdings Securities, Inc. | 1 | 1 | 0.38% | 0.38% | 0.38% | Q4 2013 | Q4 2013 | 1 |
55I, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2019 | Q3 2019 | 1 |
Gupta Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
Great Diamond Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Verde Servicos Internacionais S.A. | 1 | 1 | 0.96% | 0.96% | 0.96% | Q3 2018 | Q3 2018 | 1 |
CQS Cayman LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2015 | 1 |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2022 | Q2 2022 | 1 |
Intrua Financial, LLC | 1 | 1 | 1.48% | 1.48% | 1.48% | Q2 2020 | Q2 2020 | 1 |
Duquesne Family Office | 1 | 1 | 3.75% | 3.75% | 3.75% | Q2 2020 | Q2 2020 | 1 |
Georgetown University | 1 | 1 | 4.86% | 4.86% | 4.86% | Q1 2022 | Q1 2022 | 1 |
MAPLE SECURITIES USA INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2015 | Q1 2015 | 1 |
Ironwood Investment Counsel, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2023 | Q3 2023 | 1 |
DIALECTIC CAPITAL MANAGEMENT, LP | 1 | 1 | 1.02% | 1.02% | 1.02% | Q3 2015 | Q3 2015 | 1 |
Legacy Financial Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Stratford Consulting, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
LANSDOWNE PARTNERS (UK) LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
Marshall Wace North America L.P. | 1 | 1 | 0.57% | 0.57% | 0.57% | Q2 2021 | Q2 2021 | 1 |
People's United Financial, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2018 | Q3 2018 | 1 |
AlphaMark Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Worth Asset Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Engrave Wealth Partners LLC | 1 | 1 | 2.09% | 2.09% | 2.09% | Q1 2021 | Q1 2021 | 1 |
Quantum Private Wealth, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Resource Management, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 0.75% | 0.75% | 0.75% | Q3 2021 | Q3 2021 | 1 |
Brookfield Asset Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Anson Funds Management LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2022 | Q2 2022 | 1 |
Winthrop Partners - WNY, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
Lansing Street Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Neuburgh Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
CPR Investments Inc. | 1 | 1 | 1.92% | 1.92% | 1.92% | Q4 2022 | Q4 2022 | 1 |
Northside Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
NWAM LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Angeles Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2021 | Q1 2021 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SEVEN GRAND MANAGERS, LLC | 1 | 1 | 1.65% | 1.65% | 1.65% | Q1 2023 | Q1 2023 | 1 |
Resource Planning Group | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2018 | Q3 2018 | 1 |
Danda Trouve Investment Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
STONEHILL CAPITAL MANAGEMENT LLC | 1 | 1 | 1.81% | 1.81% | 1.81% | Q4 2021 | Q4 2021 | 1 |
Professional Financial Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
KANALY TRUST CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Lynwood Capital Management Inc. | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2022 | Q3 2022 | 1 |
Argent Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Laird Norton Wetherby Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2017 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2020 | Q4 2020 | 1 |
BRIGHTON JONES LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
SCOGGIN MANAGEMENT LP | 1 | 1 | 1.76% | 1.76% | 1.76% | Q2 2022 | Q2 2022 | 1 |
SAB CAPITAL MANAGEMENT LP | 1 | 1 | 1.65% | 1.65% | 1.65% | Q2 2015 | Q2 2015 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q1 2017 | 1 |
Matrix Capital Management Company, LP | 1 | 1 | 2.27% | 2.27% | 2.27% | Q1 2022 | Q1 2022 | 1 |
Rooted Wealth Advisors, Inc. | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2023 | Q3 2023 | 1 |
CAXTON CORP | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2015 | Q1 2015 | 1 |
Stearns Financial Services Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
Lavaca Capital LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
Pertento Partners LLP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2022 | Q2 2022 | 1 |
TIFF ADVISORY SERVICES, LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2017 | Q3 2017 | 1 |
MinichMacGregor Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
National Wealth Management Group, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2022 | Q3 2022 | 1 |
Advanced Asset Management Advisors Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Delpha Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Mason & Associates Inc | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
Waldron Private Wealth LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Laffer Tengler Investments, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Gainplan LLC | 1 | 1 | 3.64% | 3.64% | 3.64% | Q3 2018 | Q3 2018 | 1 |
Synergy Asset Management, LLC | 1 | 1 | 1.14% | 1.14% | 1.14% | Q2 2022 | Q2 2022 | 1 |
DOWLING & YAHNKE LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Financial Services Advisory Inc | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
Appaloosa LP | 1 | 1 | 0.38% | 0.38% | 0.38% | Q2 2017 | Q2 2017 | 1 |
Advisory Services & Investments, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2023 | Q2 2023 | 1 |
PECONIC PARTNERS LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2022 | Q2 2022 | 1 |
Johnson Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Gary Goldberg Planning Services Inc | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q3 2014 | 1 |
Mayflower Financial Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
Velan Capital Investment Management LP | 1 | 1 | 3.77% | 3.77% | 3.77% | Q2 2022 | Q2 2022 | 1 |
Crosspoint Capital Strategies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
Paulson Wealth Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Litman Gregory Wealth Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Diversified, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2020 | Q4 2020 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
PCG Wealth Advisors, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2022 | Q2 2022 | 1 |
INSIGHT CAPITAL RESEARCH & MANAGEMENT INC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2017 | Q3 2017 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2014 | Q4 2014 | 1 |
FIRST FOUNDATION ADVISORS | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Sharkey, Howes & Javer | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
Portfolio Strategies Inc | 1 | 1 | 3.74% | 3.74% | 3.74% | Q4 2017 | Q4 2017 | 1 |
CAXTON ASSOCIATES LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
ORG Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
XY Capital Ltd | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2022 | Q4 2022 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2016 | Q4 2016 | 1 |
Mader & Shannon Wealth Management, Inc. | 1 | 1 | 2.60% | 2.60% | 2.60% | Q4 2017 | Q4 2017 | 1 |
Senator Investment Group LP | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2016 | Q4 2016 | 1 |
Seed Wealth Management, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
Private Wealth Advisors, LLC | 1 | 1 | 1.76% | 1.76% | 1.76% | Q3 2023 | Q3 2023 | 1 |
Park Place Capital Corp | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Oder Investment Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Foundations Investment Advisors, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
DeepCurrents Investment Group LLC | 1 | 1 | 0.53% | 0.53% | 0.53% | Q2 2021 | Q2 2021 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
COLUMBIA CAPITAL LLC | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2014 | Q4 2014 | 1 |
JOYN Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Apollon Wealth Management, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2020 | Q4 2020 | 1 |
Vanguard Capital Wealth Advisors | 1 | 1 | 0.43% | 0.43% | 0.43% | Q1 2021 | Q1 2021 | 1 |
Ceros Financial Services Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
CABANA LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 0.91% | 0.91% | 0.91% | Q4 2015 | Q4 2015 | 1 |
FinTrust Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 2.11% | 2.11% | 2.11% | Q3 2016 | Q3 2016 | 1 |
Permian Investment Partners, LP | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2021 | Q4 2021 | 1 |
Cinctive Capital Management LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Ten Capital Wealth Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TITLEIST CAPITAL, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Apella Capital, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2021 | Q2 2021 | 1 |
TCWP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.15% | 0.15% | 0.15% | Q2 2022 | Q2 2022 | 1 |
Holocene Advisors, LP | 1 | 1 | 0.91% | 0.91% | 0.91% | Q2 2021 | Q2 2021 | 1 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
LJI Wealth Management, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q4 2022 | Q4 2022 | 1 |
ROTHSCHILD INVESTMENT LLC /IL | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2017 | Q1 2017 | 1 |
WESBANCO BANK INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Progeny 3, Inc. | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2018 | Q2 2018 | 1 |
Ramirez Asset Management, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Soros Fund Management | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2023 | Q3 2023 | 1 |
Tavio Capital LLC | 1 | 1 | 4.08% | 4.08% | 4.08% | Q3 2017 | Q3 2017 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 1.84% | 1.84% | 1.84% | Q4 2022 | Q4 2022 | 1 |
Zions Bancorporation, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Compass Ion Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2018 | Q1 2018 | 1 |
DCM Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Quad Capital Management Advisors LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
COMERICA BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Flinton Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Advantage Alpha Capital Partners LP | 1 | 1 | 2.99% | 2.99% | 2.99% | Q4 2022 | Q4 2022 | 1 |
OMERS ADMINISTRATION Corp | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
qPULA Trading Management LP | 1 | 1 | 0.66% | 0.66% | 0.66% | Q4 2020 | Q4 2020 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Deimos Asset Management LLC | 1 | 1 | 0.68% | 0.68% | 0.68% | Q1 2016 | Q1 2016 | 1 |
Islet Management, LP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q4 2021 | Q4 2021 | 1 |
SkyOak Wealth, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2019 | Q4 2019 | 1 |
Itau Unibanco Holding S.A. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
WealthTrust Fairport, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2018 | 1 |
PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2020 | Q2 2020 | 1 |
Acorn Advisory Capital L.P. | 1 | 1 | 0.61% | 0.61% | 0.61% | Q2 2018 | Q2 2018 | 1 |
Ergoteles LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
One Capital Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2022 | Q3 2022 | 1 |
HEADINVEST, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2015 | Q4 2015 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.33% | 0.33% | 0.33% | Q2 2023 | Q2 2023 | 1 |
Calvert Investment Management, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2016 | Q1 2016 | 1 |
CEDAR HILL ASSOCIATES, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2018 | Q4 2018 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2016 | Q1 2016 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Tourbillon Capital Partners, L.P. | 1 | 1 | 3.34% | 3.34% | 3.34% | Q2 2017 | Q2 2017 | 1 |
Thor Advisors, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2019 | Q3 2019 | 1 |
PROFESSIONAL ADVISORY SERVICES INC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2013 | Q2 2013 | 1 |
WestHill Financial Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Levy Wealth Management Group, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2021 | Q2 2021 | 1 |
Busey Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Think Investments LP | 1 | 1 | 6.57% | 6.57% | 6.57% | Q3 2015 | Q3 2015 | 1 |
Trellus Management Company, LLC | 1 | 1 | 7.45% | 7.45% | 7.45% | Q4 2021 | Q4 2021 | 1 |
Thiel Macro LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q3 2015 | Q3 2015 | 1 |
Delek Group, Ltd. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2018 | Q1 2018 | 1 |
JGP Wealth Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
KEYSTONE INVESTORS PTE LTD | 1 | 1 | 0.30% | 0.30% | 0.30% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Clear Perspectives Financial Planning, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Independent Portfolio Consultants, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2016 | Q1 2016 | 1 |
Arcus Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ROCKEFELLER FINANCIAL SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
IronBridge Private Wealth, LLC | 1 | 1 | 2.14% | 2.14% | 2.14% | Q3 2023 | Q3 2023 | 1 |
RITTER DANIHER FINANCIAL ADVISORY LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2021 | Q3 2021 | 1 |
Operose Advisors LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
GRIMES & COMPANY, INC. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2018 | Q3 2018 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
HNP Capital LLC | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2020 | Q1 2020 | 1 |
Ipswich Investment Management Co., Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q1 2023 | 1 |
WINTRUST INVESTMENTS LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2022 | Q2 2022 | 1 |
United Community Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2013 | Q3 2013 | 1 |
Utah Peaks Capital Inc | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2023 | Q1 2023 | 1 |
Price Capital Management, Inc. | 1 | 1 | 2.08% | 2.08% | 2.08% | Q1 2015 | Q1 2015 | 1 |
Dougherty Wealth Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Tyers Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Tatro Capital, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q1 2022 | Q1 2022 | 1 |
Alpha Wave Global, LP | 1 | 1 | 1.10% | 1.10% | 1.10% | Q1 2023 | Q1 2023 | 1 |
NWI MANAGEMENT LP | 1 | 1 | 4.41% | 4.41% | 4.41% | Q1 2018 | Q1 2018 | 1 |
AJ WEALTH STRATEGIES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
Wealth Enhancement & Preservation of GA, LLC | 1 | 1 | 0.65% | 0.65% | 0.65% | Q3 2022 | Q3 2022 | 1 |
KELLOGG W K FOUNDATION TRUST | 1 | 1 | 0.68% | 0.68% | 0.68% | Q2 2020 | Q2 2020 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Jane Street Holding, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2020 | Q4 2020 | 1 |
MASON STREET ADVISORS, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2013 | Q2 2013 | 1 |
Hartford Financial Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2023 | Q2 2023 | 1 |
NAN FUNG TRINITY (HK) Ltd | 1 | 1 | 0.95% | 0.95% | 0.95% | Q3 2023 | Q3 2023 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
COOLIDGE FRANCIS L | 1 | 1 | 0.30% | 0.30% | 0.30% | Q2 2013 | Q2 2013 | 1 |
Donald L. Hagan, LLC | 1 | 1 | 1.13% | 1.13% | 1.13% | Q2 2016 | Q2 2016 | 1 |
Personal Wealth Partners | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Empirical Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Columbus Macro, LLC | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2015 | Q3 2015 | 1 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q3 2018 | 1 |
INTEGRATED CAPITAL MANAGEMENT, INC. | 1 | 1 | 3.87% | 3.87% | 3.87% | Q1 2023 | Q1 2023 | 1 |
Valmark Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q2 2015 | 1 |
Loeb Offshore Management LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
Manatuck Hill Partners, LLC | 1 | 1 | 0.40% | 0.40% | 0.40% | Q3 2022 | Q3 2022 | 1 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Prosight Management, LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Skye Global Management LP | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2022 | Q2 2022 | 1 |
Planning Solutions Group LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2018 | Q4 2018 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.20% | 0.20% | 0.20% | Q1 2022 | Q1 2022 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
CAAS CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
CSM Advisors, LLC | 1 | 1 | 2.32% | 2.32% | 2.32% | Q4 2022 | Q4 2022 | 1 |
Ferguson Shapiro LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q2 2020 | Q2 2020 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 |
Daiwa Securities Group Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEW YORK STATE COMMON RETIREMENT FUND | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Robbins Farley | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q1 2019 | 1 |
MFA WEALTH ADVISORS, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
KDI CAPITAL PARTNERS LLC | 1 | 1 | 4.28% | 4.28% | 4.28% | Q3 2021 | Q3 2021 | 1 |
Tamarack Advisers, LP | 1 | 1 | 1.15% | 1.15% | 1.15% | Q4 2021 | Q4 2021 | 1 |
BlackDiamond Wealth Management, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q2 2023 | Q2 2023 | 1 |
COLUMBUS CIRCLE INVESTORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
NSI Retail Advisors, LLC | 1 | 1 | 5.69% | 5.69% | 5.69% | Q4 2022 | Q4 2022 | 1 |
Geduld E E | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2014 | Q2 2014 | 1 |
Provident Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Kingsbury Capital Investment Advisors LLC | 1 | 1 | 0.92% | 0.92% | 0.92% | Q1 2022 | Q1 2022 | 1 |
Lumature Wealth Partners, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2016 | Q2 2016 | 1 |
BANK PICTET & CIE (ASIA) LTD | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
Ruggie Capital Group | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2018 | Q4 2018 | 1 |
Rinkey Investments | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Safeguard Financial, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.