Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
Citadel Advisors | 18 | 18 | 0.00% | 0.00% | 0.05% | Q2 2019 | Q3 2023 | 52 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 48 |
Cutler Group LLC / CA | 18 | 18 | 0.00% | 0.01% | 0.16% | Q2 2019 | Q3 2023 | 47 |
JANE STREET GROUP, LLC | 18 | 18 | 0.00% | 0.12% | 0.58% | Q2 2019 | Q3 2023 | 39 |
CITIGROUP INC | 18 | 18 | 0.00% | 0.04% | 0.29% | Q2 2019 | Q3 2023 | 37 |
BARCLAYS PLC | 15 | 2 | 0.00% | 0.02% | 0.14% | Q2 2019 | Q3 2023 | 33 |
HSBC HOLDINGS PLC | 18 | 18 | 0.00% | 0.11% | 0.38% | Q2 2019 | Q3 2023 | 29 |
Sargent Bickham Lagudis LLC | 28 | 28 | 0.01% | 0.08% | 0.26% | Q1 2016 | Q4 2022 | 28 |
Sutton Wealth Advisors Inc. | 26 | 26 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2023 | 26 |
Walleye Trading LLC | 4 | 1 | 0.00% | 0.00% | 0.02% | Q3 2019 | Q3 2023 | 23 |
AE Wealth Management LLC | 18 | 18 | 0.00% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 22 |
BlackRock Inc. | 18 | 18 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 22 |
HighTower Advisors, LLC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 22 |
WOLVERINE TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.07% | Q3 2019 | Q1 2023 | 21 |
MILLENNIUM MANAGEMENT LLC | 18 | 18 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 20 |
Winning Points Advisors, LLC | 20 | 20 | 0.26% | 3.72% | 6.12% | Q2 2017 | Q1 2022 | 20 |
BNP PARIBAS FINANCIAL MARKETS | 18 | 18 | 0.00% | 0.11% | 0.31% | Q2 2019 | Q3 2023 | 20 |
UBS Group AG | 18 | 18 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 20 |
BANK OF AMERICA CORP /DE/ | 18 | 18 | 0.00% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 19 |
Symmetry Partners, LLC | 19 | 19 | 0.68% | 0.99% | 1.57% | Q2 2019 | Q4 2023 | 19 |
GOLDMAN SACHS GROUP INC | 18 | 18 | 0.00% | 0.10% | 0.20% | Q2 2019 | Q3 2023 | 19 |
AllSquare Wealth Management LLC | 19 | 19 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2023 | 19 |
MARSHALL WACE, LLP | 13 | 13 | 0.01% | 0.07% | 0.33% | Q1 2019 | Q1 2022 | 19 |
GIRARD PARTNERS LTD. | 19 | 19 | 0.30% | 0.65% | 0.97% | Q1 2019 | Q3 2023 | 19 |
Front Row Advisors LLC | 19 | 19 | 0.00% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 19 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 19 | 19 | 0.09% | 0.24% | 0.54% | Q1 2019 | Q3 2023 | 19 |
Private Advisor Group, LLC | 18 | 18 | 0.00% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 19 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 18 | 18 | 0.00% | 0.31% | 0.44% | Q2 2019 | Q3 2023 | 19 |
Avior Wealth Management, LLC | 19 | 19 | 0.01% | 0.06% | 0.13% | Q1 2019 | Q3 2023 | 19 |
WELLS FARGO & COMPANY/MN | 18 | 18 | 0.00% | 0.13% | 0.23% | Q2 2019 | Q3 2023 | 19 |
ROYAL BANK OF CANADA | 18 | 18 | 0.00% | 0.06% | 0.27% | Q2 2019 | Q3 2023 | 19 |
AdvisorNet Financial, Inc | 19 | 19 | 0.01% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 19 |
Ausdal Financial Partners, Inc. | 18 | 18 | 0.15% | 0.30% | 0.64% | Q2 2019 | Q3 2023 | 18 |
FRANKLIN RESOURCES INC | 18 | 18 | 0.00% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
MPS Loria Financial Planners, LLC | 18 | 18 | 0.10% | 0.22% | 1.08% | Q2 2019 | Q3 2023 | 18 |
Stratos Wealth Partners, LTD. | 18 | 18 | 0.01% | 0.03% | 0.07% | Q2 2019 | Q3 2023 | 18 |
Heritage Trust Co | 18 | 18 | 0.11% | 0.14% | 0.22% | Q2 2019 | Q3 2023 | 18 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 18 | 18 | 0.06% | 0.71% | 1.35% | Q2 2019 | Q3 2023 | 18 |
First Horizon Advisors, Inc. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Capital Analysts, LLC | 18 | 18 | 0.00% | 0.01% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Nan Shan Life Insurance Co., Ltd. | 18 | 18 | 0.56% | 2.11% | 4.45% | Q2 2019 | Q3 2023 | 18 |
TOMPKINS FINANCIAL CORP | 10 | 8 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2023 | 18 |
Cranbrook Wealth Management, LLC | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
ASSETMARK, INC | 18 | 18 | 0.40% | 1.38% | 2.60% | Q2 2019 | Q3 2023 | 18 |
US BANCORP \DE\ | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
MidWestOne Financial Group, Inc. | 18 | 18 | 0.07% | 0.21% | 0.37% | Q2 2019 | Q3 2023 | 18 |
Forefront Analytics, LLC | 18 | 18 | 0.12% | 0.18% | 0.30% | Q2 2019 | Q3 2023 | 18 |
ENVESTNET ASSET MANAGEMENT INC | 18 | 18 | 0.08% | 0.17% | 0.26% | Q2 2019 | Q3 2023 | 18 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.00% | 0.46% | 1.69% | Q2 2019 | Q3 2023 | 18 |
Cetera Advisor Networks LLC | 18 | 18 | 0.01% | 0.04% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Hillsdale Investment Management Inc. | 14 | 4 | 0.01% | 0.02% | 0.04% | Q1 2019 | Q3 2023 | 18 |
Conservest Capital Advisors, Inc. | 18 | 18 | 0.02% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 18 |
PNC FINANCIAL SERVICES GROUP, INC. | 18 | 18 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
DUNCKER STREETT & CO INC | 18 | 18 | 0.01% | 0.04% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Cetera Investment Advisers | 18 | 18 | 0.03% | 0.06% | 0.12% | Q2 2019 | Q3 2023 | 18 |
Sumitomo Mitsui DS Asset Management Company, Ltd | 18 | 18 | 0.74% | 1.44% | 1.97% | Q2 2019 | Q3 2023 | 18 |
RAYMOND JAMES TRUST N.A. | 18 | 18 | 0.07% | 0.13% | 0.22% | Q2 2019 | Q3 2023 | 18 |
NICOLET ADVISORY SERVICES, LLC | 18 | 18 | 0.18% | 0.49% | 0.73% | Q2 2019 | Q3 2023 | 18 |
Rockefeller Capital Management L.P. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Cetera Advisors LLC | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
KEYBANK NATIONAL ASSOCIATION/OH | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Ellevest, Inc. | 18 | 18 | 0.34% | 0.45% | 0.62% | Q2 2019 | Q3 2023 | 18 |
Tower Research Capital LLC (TRC) | 18 | 18 | 0.00% | 0.02% | 0.10% | Q2 2019 | Q3 2023 | 18 |
MOTCO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Steward Partners Investment Advisory, LLC | 18 | 18 | 0.00% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
COMMERCE BANK | 18 | 18 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Aspire Private Capital, LLC | 18 | 18 | 0.01% | 1.70% | 5.24% | Q2 2019 | Q3 2023 | 18 |
Sound Income Strategies, LLC | 18 | 18 | 0.01% | 1.08% | 3.15% | Q2 2019 | Q3 2023 | 18 |
Global Retirement Partners, LLC | 18 | 18 | 0.03% | 0.06% | 0.27% | Q2 2019 | Q3 2023 | 18 |
Sigma Planning Corp | 18 | 18 | 0.02% | 0.07% | 0.16% | Q2 2019 | Q3 2023 | 18 |
AVANTAX ADVISORY SERVICES, INC. | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
WHITTIER TRUST CO OF NEVADA INC | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Focused Wealth Management, Inc | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
NWAM LLC | 18 | 18 | 0.03% | 0.15% | 0.24% | Q2 2019 | Q3 2023 | 18 |
Mariner, LLC | 18 | 18 | 0.01% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 18 |
CULLEN/FROST BANKERS, INC. | 18 | 18 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2023 | 18 |
Geneos Wealth Management Inc. | 18 | 18 | 0.01% | 0.06% | 0.08% | Q2 2019 | Q3 2023 | 18 |
GUGGENHEIM CAPITAL LLC | 18 | 18 | 0.06% | 0.10% | 0.20% | Q2 2019 | Q3 2023 | 18 |
Archer Investment Corp | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
BANK OF MONTREAL /CAN/ | 15 | 2 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Bank of New York Mellon Corp | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
D.A. DAVIDSON & CO. | 18 | 18 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 18 |
STEPHENS INC /AR/ | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Transamerica Financial Advisors, Inc. | 18 | 18 | 0.00% | 1.02% | 2.58% | Q2 2019 | Q3 2023 | 18 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 18 | 18 | 0.00% | 0.14% | 0.48% | Q2 2019 | Q3 2023 | 18 |
Blue Fin Capital, Inc. | 18 | 18 | 0.23% | 0.38% | 0.64% | Q2 2019 | Q3 2023 | 18 |
Gradient Investments LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
WHITTIER TRUST CO | 18 | 18 | 0.04% | 0.07% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Rafferty Asset Management, LLC | 18 | 18 | 0.00% | 0.23% | 0.86% | Q2 2019 | Q3 2023 | 18 |
CAPTRUST FINANCIAL ADVISORS | 15 | 3 | 0.00% | 0.01% | 0.05% | Q1 2019 | Q3 2023 | 18 |
JPMORGAN CHASE & CO | 18 | 18 | 0.00% | 0.02% | 0.09% | Q2 2019 | Q3 2023 | 18 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Regal Investment Advisors LLC | 18 | 18 | 0.26% | 0.72% | 2.66% | Q2 2019 | Q3 2023 | 18 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 18 | 18 | 0.03% | 0.08% | 0.25% | Q2 2019 | Q3 2023 | 18 |
BLB&B Advisors, LLC | 18 | 18 | 0.52% | 0.79% | 0.95% | Q2 2019 | Q3 2023 | 18 |
FMR LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
TSFG, LLC | 18 | 18 | 0.04% | 0.08% | 0.14% | Q2 2019 | Q3 2023 | 18 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 18 | 18 | 0.01% | 0.05% | 0.29% | Q2 2019 | Q3 2023 | 18 |
LAZARD ASSET MANAGEMENT LLC | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
Chandler Asset Management, Inc. | 18 | 18 | 3.63% | 4.18% | 5.10% | Q2 2019 | Q3 2023 | 18 |
CWM, LLC | 10 | 8 | 0.00% | 0.00% | 0.02% | Q1 2019 | Q3 2023 | 18 |
Virtue Capital Management, LLC | 18 | 18 | 0.16% | 0.84% | 3.52% | Q2 2019 | Q3 2023 | 18 |
Raymond James Financial Services Advisors, Inc. | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
TRUIST FINANCIAL CORP | 18 | 18 | 0.01% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
STATE STREET CORP | 18 | 18 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2023 | 18 |
Crestone Asset Management LLC | 18 | 18 | 0.55% | 1.44% | 2.22% | Q2 2019 | Q3 2023 | 18 |
PARK AVENUE SECURITIES LLC | 18 | 18 | 0.01% | 0.06% | 0.18% | Q2 2019 | Q3 2023 | 18 |
CITY HOLDING CO | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Wealthspire Advisors, LLC | 18 | 18 | 0.01% | 0.02% | 0.05% | Q2 2019 | Q3 2023 | 18 |
THRIVENT FINANCIAL FOR LUTHERANS | 18 | 18 | 0.01% | 0.17% | 0.44% | Q2 2019 | Q3 2023 | 18 |
Parallel Advisors, LLC | 18 | 18 | 0.01% | 0.05% | 0.12% | Q2 2019 | Q3 2023 | 18 |
First PREMIER Bank | 18 | 18 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Windsor Capital Management, LLC | 18 | 18 | 1.74% | 3.21% | 5.06% | Q2 2019 | Q3 2023 | 18 |
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | 18 | 18 | 0.02% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 18 |
Mirae Asset Global Investments Co., Ltd. | 18 | 18 | 0.01% | 0.13% | 0.29% | Q2 2019 | Q3 2023 | 18 |
COMMONWEALTH EQUITY SERVICES, LLC | 18 | 18 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2023 | 18 |
Migdal Insurance & Financial Holdings Ltd. | 18 | 18 | 0.09% | 0.17% | 0.28% | Q2 2019 | Q3 2023 | 18 |
Integrated Wealth Concepts LLC | 18 | 18 | 0.01% | 0.13% | 0.57% | Q2 2019 | Q3 2023 | 18 |
PRUDENTIAL FINANCIAL INC | 18 | 18 | 0.00% | 0.07% | 0.64% | Q2 2019 | Q3 2023 | 18 |
Janney Montgomery Scott LLC | 18 | 18 | 0.00% | 0.02% | 0.10% | Q2 2019 | Q3 2023 | 18 |
Arden Trust Co | 18 | 18 | 0.04% | 1.54% | 3.45% | Q3 2019 | Q4 2023 | 18 |
RAYMOND JAMES & ASSOCIATES | 18 | 18 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q3 2023 | 18 |
AGILIS PARTNERS LLC | 18 | 18 | 0.74% | 1.17% | 1.79% | Q2 2019 | Q3 2023 | 18 |
AMERIPRISE FINANCIAL INC | 18 | 18 | 0.01% | 0.03% | 0.06% | Q2 2019 | Q3 2023 | 18 |
Baird Financial Group, Inc. | 18 | 18 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2023 | 18 |
Allworth Financial LP | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
STIFEL FINANCIAL CORP | 18 | 18 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2023 | 18 |
LPL Financial LLC | 18 | 18 | 0.04% | 0.09% | 0.35% | Q2 2019 | Q3 2023 | 18 |
NEW ENGLAND ASSET MANAGEMENT INC | 18 | 18 | 0.02% | 0.12% | 0.50% | Q2 2019 | Q3 2023 | 18 |
NOMURA ASSET MANAGEMENT CO LTD | 18 | 18 | 0.00% | 0.06% | 0.22% | Q2 2019 | Q3 2023 | 18 |
ALLSTATE CORP | 18 | 18 | 0.54% | 3.09% | 8.43% | Q2 2019 | Q3 2023 | 18 |
NewSquare Capital LLC | 18 | 18 | 0.89% | 1.53% | 3.25% | Q2 2019 | Q3 2023 | 18 |
BLAIR WILLIAM & CO/IL | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
HUNTINGTON NATIONAL BANK | 18 | 18 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 18 |
FIRST TRUST ADVISORS LP | 18 | 18 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 18 |
Bartlett & Co. LLC | 16 | 2 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2023 | 18 |
WEBSTER BANK, N. A. | 18 | 18 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 18 |
PINNACLE ASSOCIATES LTD | 18 | 18 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2023 | 18 |
DEUTSCHE BANK AG\ | 18 | 18 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 18 |
Prospera Financial Services Inc | 18 | 18 | 0.02% | 0.15% | 0.47% | Q2 2019 | Q3 2023 | 18 |
APPLETON PARTNERS INC/MA | 18 | 18 | 0.19% | 0.21% | 0.23% | Q2 2019 | Q3 2023 | 18 |
MML INVESTORS SERVICES, LLC | 18 | 18 | 0.04% | 0.09% | 0.16% | Q2 2019 | Q3 2023 | 18 |
MORGAN STANLEY | 18 | 18 | 0.01% | 0.02% | 0.04% | Q2 2019 | Q3 2023 | 18 |
MACKENZIE FINANCIAL CORP | 18 | 18 | 0.00% | 0.04% | 0.11% | Q2 2019 | Q3 2023 | 18 |
Private Ocean, LLC | 18 | 18 | 6.60% | 10.62% | 14.43% | Q2 2019 | Q3 2023 | 18 |
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 18 | 18 | 0.30% | 1.28% | 2.36% | Q2 2019 | Q3 2023 | 18 |
B. Riley Wealth Advisors, Inc. | 18 | 18 | 0.03% | 0.10% | 0.26% | Q2 2019 | Q3 2023 | 18 |
McIlrath & Eck, LLC | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 17 |
Csenge Advisory Group | 17 | 17 | 0.02% | 0.46% | 1.36% | Q3 2019 | Q3 2023 | 17 |
Slow Capital, Inc. | 12 | 5 | 0.04% | 0.22% | 0.47% | Q2 2019 | Q3 2023 | 17 |
IFP Advisors, Inc | 17 | 17 | 0.01% | 0.05% | 0.13% | Q3 2019 | Q3 2023 | 17 |
Beacon Capital Management, Inc. | 9 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Western Wealth Management, LLC | 9 | 8 | 0.02% | 0.08% | 0.25% | Q2 2019 | Q3 2023 | 17 |
Cambridge Investment Research Advisors, Inc. | 17 | 17 | 0.01% | 0.04% | 0.10% | Q3 2019 | Q3 2023 | 17 |
KWMG, LLC | 17 | 17 | 0.05% | 0.22% | 0.35% | Q2 2019 | Q2 2023 | 17 |
Larson Financial Group LLC | 13 | 4 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 17 |
Independence Bank of Kentucky | 17 | 17 | 0.01% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 17 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 10 | 7 | 0.00% | 0.04% | 0.19% | Q2 2019 | Q3 2023 | 17 |
Aptus Capital Advisors, LLC | 17 | 17 | 0.00% | 0.01% | 0.02% | Q3 2019 | Q3 2023 | 17 |
FIFTH THIRD SECURITIES, INC. | 11 | 6 | 0.08% | 0.44% | 1.16% | Q2 2019 | Q3 2023 | 17 |
Snowden Capital Advisors LLC | 9 | 8 | 0.02% | 0.06% | 0.10% | Q2 2019 | Q3 2023 | 17 |
TOTH FINANCIAL ADVISORY CORP | 15 | 2 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 17 |
MERCER GLOBAL ADVISORS INC /ADV | 17 | 17 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q3 2023 | 17 |
Kingsview Wealth Management, LLC | 11 | 6 | 0.15% | 0.54% | 1.17% | Q2 2019 | Q3 2023 | 17 |
Veritable, L.P. | 17 | 17 | 0.02% | 0.05% | 0.14% | Q2 2019 | Q2 2023 | 17 |
BDO Wealth Advisors, LLC | 17 | 17 | 0.00% | 0.08% | 0.49% | Q2 2019 | Q2 2023 | 17 |
Donoghue Forlines LLC | 14 | 3 | 0.17% | 1.64% | 6.87% | Q2 2019 | Q3 2023 | 17 |
Ameritas Investment Partners, Inc. | 17 | 17 | 0.00% | 0.15% | 0.24% | Q2 2019 | Q2 2023 | 17 |
DT Investment Partners, LLC | 17 | 17 | 0.06% | 1.92% | 4.25% | Q3 2019 | Q3 2023 | 17 |
PROTECTIVE LIFE CORP | 17 | 17 | 0.74% | 1.03% | 1.20% | Q2 2019 | Q2 2023 | 17 |
VICTORY CAPITAL MANAGEMENT INC | 17 | 17 | 0.00% | 0.02% | 0.08% | Q3 2019 | Q3 2023 | 17 |
SRS Capital Advisors, Inc. | 10 | 7 | 0.01% | 0.10% | 0.41% | Q2 2019 | Q3 2023 | 17 |
Hillcrest Wealth Advisors - NY, LLC | 9 | 8 | 0.32% | 0.50% | 0.71% | Q2 2019 | Q3 2023 | 17 |
NOESIS CAPITAL MANGEMENT CORP | 17 | 17 | 0.17% | 0.28% | 0.51% | Q3 2019 | Q3 2023 | 17 |
Checchi Capital Advisers, LLC | 17 | 17 | 0.07% | 0.85% | 1.59% | Q3 2019 | Q3 2023 | 17 |
Millburn Ridgefield Corp | 17 | 17 | 0.00% | 0.03% | 0.09% | Q2 2019 | Q2 2023 | 17 |
AMERICAN CENTURY COMPANIES INC | 17 | 17 | 0.00% | 0.03% | 0.05% | Q3 2019 | Q3 2023 | 17 |
Keystone Financial Group | 15 | 2 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q3 2023 | 17 |
MEEDER ASSET MANAGEMENT INC | 13 | 4 | 0.01% | 1.33% | 5.89% | Q2 2019 | Q3 2023 | 17 |
COMERICA BANK | 15 | 1 | 0.01% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 16 |
BALLAST ADVISORS LLC | 16 | 16 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 16 |
Sovereign Investment Advisors, LLC | 16 | 16 | 1.44% | 1.56% | 1.72% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.10% | 0.21% | 0.39% | Q4 2019 | Q3 2023 | 16 |
Brookstone Capital Management | 13 | 3 | 0.01% | 0.14% | 0.66% | Q2 2019 | Q3 2023 | 16 |
Center for Financial Planning, Inc. | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
Mitsubishi UFJ Asset Management Co., Ltd. | 16 | 16 | 0.01% | 0.54% | 1.52% | Q4 2019 | Q3 2023 | 16 |
Strategic Investment Advisors / MI | 12 | 4 | 0.06% | 0.22% | 0.52% | Q2 2019 | Q3 2023 | 16 |
HOLLENCREST CAPITAL MANAGEMENT | 11 | 4 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 16 |
BESSEMER GROUP INC | 13 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2023 | 16 |
ATTICUS WEALTH MANAGEMENT, LLC | 16 | 16 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q3 2023 | 16 |
DUBUQUE BANK & TRUST CO | 16 | 16 | 0.07% | 0.28% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Ancora Advisors LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
PERSONAL CFO SOLUTIONS, LLC | 13 | 3 | 0.05% | 0.29% | 0.56% | Q3 2019 | Q3 2023 | 16 |
SECURITY NATIONAL BANK OF SIOUX CITY IOWA /IA/ | 8 | 2 | 0.26% | 0.30% | 0.38% | Q2 2019 | Q3 2023 | 16 |
Realta Investment Advisors | 12 | 2 | 0.04% | 0.11% | 0.42% | Q2 2019 | Q3 2023 | 16 |
Probity Advisors, Inc. | 8 | 2 | 0.12% | 0.29% | 0.51% | Q2 2019 | Q3 2023 | 16 |
MATRIX PRIVATE CAPITAL GROUP LLC | 16 | 16 | 0.13% | 0.20% | 0.35% | Q4 2019 | Q3 2023 | 16 |
Sompo Asset Management Co., Ltd. | 16 | 16 | 0.28% | 0.73% | 1.42% | Q3 2019 | Q2 2023 | 16 |
Crewe Advisors LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q1 2023 | 16 |
Column Capital Advisors, LLC | 16 | 16 | 0.25% | 0.44% | 1.44% | Q4 2019 | Q3 2023 | 16 |
IFG Advisory, LLC | 14 | 1 | 0.03% | 0.14% | 0.49% | Q2 2019 | Q3 2023 | 16 |
HARBOR INVESTMENT ADVISORY, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 16 |
SteelPeak Wealth, LLC | 16 | 16 | 0.02% | 0.04% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Manning & Napier Group, LLC | 16 | 16 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q3 2023 | 16 |
Joel Isaacson & Co., LLC | 13 | 3 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2023 | 16 |
Creative Planning | 9 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 16 |
TOWNSQUARE CAPITAL LLC | 12 | 4 | 0.01% | 0.50% | 1.20% | Q2 2019 | Q3 2023 | 16 |
Renaissance Technologies | 13 | 3 | 0.00% | 0.03% | 0.12% | Q2 2019 | Q2 2023 | 16 |
Stonehage Fleming Financial Services Holdings Ltd | 11 | 5 | 0.00% | 0.04% | 0.15% | Q2 2019 | Q3 2023 | 16 |
Clark Capital Management Group, Inc. | 13 | 1 | 0.00% | 2.89% | 8.95% | Q2 2019 | Q3 2023 | 16 |
FIFTH THIRD BANCORP | 16 | 16 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 16 |
Perigon Wealth Management, LLC | 15 | 1 | 0.04% | 0.16% | 0.32% | Q3 2011 | Q3 2023 | 16 |
CHATHAM CAPITAL GROUP, INC. | 16 | 16 | 0.31% | 0.43% | 0.58% | Q2 2019 | Q1 2023 | 16 |
CIBC Asset Management Inc | 15 | 15 | 0.01% | 0.06% | 0.10% | Q2 2019 | Q4 2022 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.03% | 0.13% | 0.24% | Q1 2020 | Q3 2023 | 15 |
Financial Advocates Investment Management | 14 | 1 | 0.02% | 0.11% | 0.17% | Q4 2019 | Q3 2023 | 15 |
PRINCIPAL FINANCIAL GROUP INC | 15 | 15 | 0.00% | 0.05% | 0.20% | Q2 2019 | Q4 2022 | 15 |
Apollon Wealth Management, LLC | 15 | 15 | 0.11% | 0.32% | 1.25% | Q1 2020 | Q3 2023 | 15 |
CI INVESTMENTS INC. | 15 | 15 | 0.01% | 0.06% | 0.16% | Q2 2019 | Q4 2022 | 15 |
Pinnacle Bancorp, Inc. | 14 | 1 | 0.00% | 0.03% | 0.05% | Q4 2019 | Q3 2023 | 15 |
PrairieView Partners, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
Atria Investments, Inc | 12 | 1 | 0.02% | 0.53% | 1.37% | Q2 2019 | Q3 2023 | 15 |
Axiom Financial Strategies, LLC | 15 | 15 | 0.44% | 1.52% | 3.29% | Q1 2020 | Q3 2023 | 15 |
Archford Capital Strategies, LLC | 13 | 2 | 0.04% | 0.10% | 0.21% | Q2 2019 | Q1 2023 | 15 |
Baystate Wealth Management LLC | 13 | 2 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2023 | 15 |
FIRST MERCHANTS CORP | 15 | 15 | 0.42% | 0.48% | 0.63% | Q3 2019 | Q1 2023 | 15 |
Prime Capital Investment Advisors, LLC | 12 | 1 | 0.01% | 0.06% | 0.43% | Q3 2019 | Q3 2023 | 15 |
Global Wealth Management Investment Advisory, Inc. | 13 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 15 |
Avion Wealth | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 15 | 15 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 15 |
Retirement Group, LLC | 14 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 15 |
Neuberger Berman Group LLC | 12 | 3 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q2 2023 | 15 |
Bank Julius Baer & Co. Ltd, Zurich | 15 | 15 | 0.01% | 0.11% | 0.28% | Q1 2020 | Q3 2023 | 15 |
CreativeOne Wealth, LLC | 12 | 3 | 0.02% | 0.05% | 0.14% | Q2 2019 | Q3 2023 | 15 |
Prudent Man Advisors, LLC | 14 | 14 | 0.45% | 0.64% | 1.04% | Q2 2020 | Q3 2023 | 14 |
Crabel Capital Management, LLC | 7 | 3 | 0.86% | 2.44% | 4.84% | Q2 2019 | Q3 2023 | 14 |
Man Group plc | 11 | 3 | 0.00% | 0.24% | 0.50% | Q2 2019 | Q3 2023 | 14 |
Merriman Wealth Management, LLC | 7 | 3 | 0.35% | 0.89% | 1.67% | Q2 2019 | Q3 2023 | 14 |
CAPE COD FIVE CENTS SAVINGS BANK | 14 | 14 | 0.04% | 0.32% | 0.70% | Q2 2019 | Q3 2022 | 14 |
NEW SOUTH CAPITAL MANAGEMENT INC | 14 | 14 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q3 2022 | 14 |
Trek Financial, LLC | 11 | 3 | 0.11% | 2.76% | 7.39% | Q2 2019 | Q4 2022 | 14 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 7 | 3 | 0.01% | 0.87% | 1.97% | Q2 2019 | Q3 2023 | 14 |
ROVIN CAPITAL /UT/ /ADV | 8 | 6 | 0.21% | 3.29% | 5.90% | Q4 2019 | Q3 2023 | 14 |
BENJAMIN EDWARDS INC | 14 | 14 | 0.01% | 0.03% | 0.04% | Q2 2019 | Q3 2022 | 14 |
Global Trust Asset Management, LLC | 14 | 14 | 0.04% | 0.41% | 0.73% | Q2 2020 | Q3 2023 | 14 |
MCF Advisors LLC | 7 | 7 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 14 |
Belpointe Asset Management LLC | 10 | 1 | 0.01% | 0.08% | 0.40% | Q3 2019 | Q3 2023 | 14 |
FC Advisory LLC | 14 | 14 | 0.30% | 0.34% | 0.44% | Q2 2019 | Q3 2022 | 14 |
Financial Gravity Asset Management, Inc. | 10 | 4 | 0.00% | 0.64% | 3.53% | Q2 2019 | Q3 2023 | 14 |
M Holdings Securities, Inc. | 9 | 5 | 0.07% | 0.18% | 0.40% | Q2 2019 | Q1 2023 | 14 |
Riggs Asset Managment Co. Inc. | 12 | 2 | 0.00% | 1.73% | 3.09% | Q1 2020 | Q3 2023 | 14 |
American Portfolios Advisors | 14 | 14 | 0.04% | 0.07% | 0.15% | Q2 2019 | Q3 2022 | 14 |
Simplicity Solutions, LLC | 10 | 4 | 0.01% | 0.10% | 0.60% | Q2 2019 | Q3 2023 | 14 |
PACIFIC CAPITAL WEALTH ADVISORS, INC | 14 | 14 | 0.07% | 1.25% | 2.30% | Q4 2019 | Q1 2023 | 14 |
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | 9 | 5 | 0.01% | 0.07% | 0.45% | Q1 2020 | Q3 2023 | 14 |
EATON VANCE MANAGEMENT | 14 | 14 | 0.01% | 0.14% | 0.46% | Q2 2019 | Q3 2022 | 14 |
OPTIMUM INVESTMENT ADVISORS | 14 | 14 | 0.01% | 0.10% | 0.22% | Q2 2019 | Q3 2022 | 14 |
Coastline Trust Co | 14 | 14 | 0.03% | 0.13% | 0.26% | Q2 2019 | Q3 2022 | 14 |
MUFG Americas Holdings Corp | 14 | 14 | 0.01% | 0.01% | 0.03% | Q2 2019 | Q3 2022 | 14 |
Private Capital Group, LLC | 13 | 13 | 0.18% | 0.56% | 0.76% | Q2 2019 | Q2 2022 | 13 |
Petix & Botte Co | 10 | 3 | 0.08% | 0.26% | 0.49% | Q4 2019 | Q3 2023 | 13 |
State of New Jersey Common Pension Fund D | 13 | 13 | 0.00% | 0.45% | 1.35% | Q3 2020 | Q3 2023 | 13 |
Wealth Advisory Solutions, LLC | 8 | 5 | 0.07% | 0.34% | 2.94% | Q4 2019 | Q1 2023 | 13 |
SIGNATUREFD, LLC | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
EisnerAmper Wealth Management Corporate Benefits, LLC | 13 | 13 | 0.88% | 2.91% | 3.44% | Q4 2020 | Q4 2023 | 13 |
IEQ CAPITAL, LLC | 13 | 13 | 0.05% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 13 |
LOOMIS SAYLES & CO L P | 8 | 5 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 13 |
Canal Capital Management, LLC | 7 | 1 | 0.17% | 0.49% | 1.19% | Q4 2019 | Q3 2023 | 13 |
OPPENHEIMER & CO INC | 12 | 1 | 0.01% | 0.09% | 0.35% | Q2 2020 | Q3 2023 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Capital Investment Advisory Services, LLC | 8 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 13 |
WealthPLAN Partners, LLC | 8 | 5 | 0.03% | 0.05% | 0.08% | Q2 2020 | Q4 2023 | 13 |
Sowell Financial Services LLC | 10 | 3 | 0.09% | 0.47% | 1.24% | Q3 2019 | Q2 2023 | 13 |
PHILLIPS FINANCIAL MANAGEMENT, LLC | 13 | 13 | 0.12% | 0.34% | 0.80% | Q3 2020 | Q3 2023 | 13 |
Vectors Research Management, LLC | 13 | 13 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2022 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.05% | 0.11% | Q3 2020 | Q3 2023 | 13 |
Baker Avenue Asset Management, LP | 9 | 1 | 0.00% | 0.03% | 0.20% | Q4 2019 | Q3 2023 | 13 |
OneDigital Investment Advisors LLC | 5 | 1 | 0.00% | 0.04% | 0.14% | Q2 2019 | Q3 2023 | 13 |
Capital Advisory Group Advisory Services, LLC | 13 | 13 | 0.02% | 0.16% | 0.45% | Q2 2019 | Q2 2022 | 13 |
Armor Investment Advisors, LLC | 13 | 13 | 0.13% | 0.27% | 0.38% | Q2 2019 | Q2 2022 | 13 |
TWO SIGMA SECURITIES, LLC | 4 | 2 | 0.00% | 0.07% | 0.21% | Q2 2019 | Q3 2023 | 13 |
Fernwood Investment Management, LLC | 11 | 2 | 0.09% | 0.23% | 0.43% | Q2 2019 | Q3 2023 | 13 |
ALLIANCEBERNSTEIN L.P. | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 13 |
Occidental Asset Management, LLC | 12 | 1 | 0.06% | 0.22% | 0.45% | Q4 2019 | Q2 2023 | 13 |
PINNACLE FINANCIAL PARTNERS INC | 10 | 3 | 0.01% | 0.11% | 0.67% | Q2 2019 | Q3 2023 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2023 | 13 |
Apella Capital, LLC | 10 | 3 | 0.08% | 0.39% | 0.70% | Q3 2020 | Q4 2023 | 13 |
Patriot Financial Group Insurance Agency, LLC | 13 | 13 | 0.00% | 0.09% | 0.26% | Q2 2019 | Q2 2022 | 13 |
Cordasco Financial Network | 13 | 13 | 0.13% | 0.17% | 0.21% | Q2 2019 | Q2 2022 | 13 |
J.W. COLE ADVISORS, INC. | 8 | 1 | 0.03% | 0.05% | 0.07% | Q4 2019 | Q3 2023 | 13 |
Madden Advisory Services, Inc. | 13 | 13 | 0.17% | 0.41% | 0.70% | Q3 2020 | Q3 2023 | 13 |
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 12 | 12 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q1 2022 | 12 |
Venturi Wealth Management, LLC | 4 | 1 | 0.04% | 1.59% | 3.30% | Q2 2019 | Q1 2023 | 12 |
Aveo Capital Partners, LLC | 4 | 1 | 0.06% | 1.02% | 2.98% | Q2 2019 | Q3 2023 | 12 |
Charles Schwab Trust Co | 12 | 12 | 0.50% | 0.78% | 1.20% | Q4 2020 | Q3 2023 | 12 |
FAS Wealth Partners, Inc. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 12 |
M&T BANK CORP | 6 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 12 |
LINCOLN NATIONAL CORP | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
Measured Wealth Private Client Group, LLC | 12 | 12 | 0.14% | 0.90% | 1.55% | Q2 2019 | Q1 2022 | 12 |
Advisory Services Network, LLC | 8 | 1 | 0.00% | 0.04% | 0.10% | Q1 2019 | Q3 2023 | 12 |
IndexIQ Advisors LLC | 12 | 12 | 0.00% | 0.24% | 1.01% | Q2 2019 | Q1 2022 | 12 |
Vivaldi Capital Management LP | 12 | 12 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q1 2022 | 12 |
APPLETON GROUP, LLC | 11 | 1 | 0.36% | 3.13% | 8.20% | Q2 2019 | Q4 2022 | 12 |
Red Wave Investments LLC | 12 | 12 | 1.45% | 2.04% | 2.78% | Q4 2020 | Q3 2023 | 12 |
MONETA GROUP INVESTMENT ADVISORS LLC | 12 | 12 | 0.01% | 0.01% | 0.03% | Q4 2020 | Q3 2023 | 12 |
Financial Services Advisory Inc | 7 | 1 | 1.51% | 5.08% | 11.55% | Q2 2019 | Q3 2023 | 12 |
Hanlon Investment Management, Inc. | 7 | 5 | 0.40% | 2.74% | 5.63% | Q2 2019 | Q2 2022 | 12 |
People's United Financial, Inc. | 12 | 12 | 0.04% | 0.06% | 0.09% | Q2 2019 | Q1 2022 | 12 |
Aristotle Pacific Capital, LLC | 12 | 12 | 0.43% | 11.38% | 39.30% | Q4 2020 | Q3 2023 | 12 |
Capital Asset Advisory Services LLC | 12 | 12 | 0.00% | 0.07% | 0.20% | Q4 2019 | Q3 2022 | 12 |
BURNEY CO/ | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2019 | Q1 2022 | 12 |
TOEWS CORP /ADV | 6 | 1 | 8.76% | 26.49% | 40.21% | Q2 2019 | Q2 2023 | 12 |
Veery Capital, LLC | 12 | 12 | 0.90% | 1.49% | 1.71% | Q4 2020 | Q3 2023 | 12 |
WealthOne, LLC | 6 | 1 | 0.12% | 0.23% | 0.42% | Q3 2019 | Q2 2023 | 11 |
4Thought Financial Group Inc. | 11 | 11 | 0.22% | 0.26% | 0.33% | Q1 2021 | Q3 2023 | 11 |
ALTERNA WEALTH MANAGEMENT, INC | 8 | 1 | 0.55% | 2.55% | 4.56% | Q4 2019 | Q3 2023 | 11 |
Freedom Investment Management, Inc. | 11 | 11 | 0.16% | 0.27% | 0.44% | Q1 2021 | Q3 2023 | 11 |
Spire Wealth Management | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
NEXT Financial Group, Inc | 11 | 11 | 0.02% | 0.27% | 0.54% | Q2 2019 | Q4 2021 | 11 |
Paradigm Financial Partners, LLC | 11 | 11 | 0.08% | 0.13% | 0.19% | Q3 2019 | Q1 2022 | 11 |
Anfield Capital Management, LLC | 11 | 11 | 1.03% | 1.73% | 2.21% | Q1 2021 | Q3 2023 | 11 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 8 | 1 | 0.00% | 0.02% | 0.03% | Q3 2019 | Q3 2023 | 11 |
Bogart Wealth, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Westside Investment Management, Inc. | 11 | 11 | 0.00% | 0.03% | 0.13% | Q1 2021 | Q3 2023 | 11 |
Joseph P. Lucia & Associates, LLC | 5 | 2 | 0.04% | 0.07% | 0.10% | Q2 2019 | Q2 2022 | 11 |
JANICZEK WEALTH MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
Financial Advisors Network, Inc. | 11 | 11 | 0.16% | 0.26% | 0.38% | Q2 2019 | Q4 2021 | 11 |
Burleson & Company, LLC | 11 | 11 | 0.01% | 0.11% | 0.25% | Q4 2019 | Q2 2022 | 11 |
Carroll Financial Associates, Inc. | 11 | 11 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2021 | 11 |
Pinnacle Wealth Planning Services, Inc. | 11 | 11 | 0.04% | 0.30% | 0.72% | Q2 2019 | Q4 2021 | 11 |
Blueshift Asset Management, LLC | 5 | 2 | 0.03% | 1.37% | 4.58% | Q2 2019 | Q4 2022 | 11 |
TRUSTCORE FINANCIAL SERVICES, LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q3 2022 | 11 |
Tempus Wealth Planning, LLC | 11 | 11 | 0.11% | 1.17% | 4.29% | Q1 2021 | Q3 2023 | 11 |
Fisher Asset Management, LLC | 11 | 11 | 0.00% | 0.04% | 0.06% | Q2 2019 | Q4 2021 | 11 |
Qube Research & Technologies Ltd | 7 | 1 | 0.00% | 0.08% | 0.65% | Q4 2019 | Q3 2023 | 11 |
Covenant Partners, LLC | 6 | 1 | 0.23% | 0.30% | 0.41% | Q3 2019 | Q3 2023 | 11 |
MD Financial Management Inc. | 11 | 11 | 1.95% | 2.96% | 4.52% | Q2 2019 | Q4 2021 | 11 |
Galibier Capital Management Ltd. | 11 | 11 | 0.02% | 0.03% | 0.05% | Q3 2020 | Q1 2023 | 11 |
SOA Wealth Advisors, LLC. | 11 | 11 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2023 | 11 |
Savior LLC | 11 | 11 | 0.00% | 0.01% | 0.05% | Q2 2020 | Q4 2022 | 11 |
Foundations Investment Advisors, LLC | 11 | 11 | 0.03% | 0.05% | 0.08% | Q1 2021 | Q3 2023 | 11 |
Bay Harbor Wealth Management, LLC | 11 | 11 | 0.00% | 0.59% | 1.40% | Q2 2019 | Q4 2021 | 11 |
FinTrust Capital Advisors, LLC | 9 | 2 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2023 | 11 |
E&G Advisors, LP | 11 | 11 | 0.11% | 0.29% | 0.44% | Q2 2019 | Q4 2021 | 11 |
Clearview Wealth Advisors LLC | 8 | 3 | 0.01% | 0.50% | 2.92% | Q4 2020 | Q3 2023 | 11 |
Valeo Financial Advisors, LLC | 8 | 3 | 0.00% | 0.01% | 0.05% | Q2 2019 | Q3 2023 | 11 |
JAG CAPITAL MANAGEMENT, LLC | 11 | 11 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q4 2021 | 11 |
EVERGREEN CAPITAL MANAGEMENT LLC | 11 | 11 | 0.01% | 0.02% | 0.02% | Q1 2020 | Q3 2022 | 11 |
CMG Global Holdings, LLC | 11 | 11 | 0.42% | 0.52% | 0.65% | Q1 2021 | Q3 2023 | 11 |
Barber Financial Group, Inc. | 11 | 11 | 0.04% | 0.07% | 0.11% | Q2 2019 | Q4 2021 | 11 |
Gerber Kawasaki Wealth & Investment Management | 6 | 1 | 0.02% | 0.22% | 0.56% | Q2 2020 | Q3 2023 | 11 |
CNB Bank | 10 | 10 | 0.01% | 0.02% | 0.08% | Q2 2019 | Q3 2021 | 10 |
LifePro Asset Management | 7 | 3 | 0.38% | 0.74% | 1.58% | Q4 2020 | Q2 2023 | 10 |
Hilltop Holdings Inc. | 3 | 2 | 0.06% | 0.55% | 1.94% | Q3 2019 | Q4 2022 | 10 |
Rosenberg Matthew Hamilton | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q3 2022 | 10 |
NewEdge Advisors, LLC | 6 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 10 |
Lumature Wealth Partners, LLC | 10 | 10 | 0.02% | 0.02% | 0.03% | Q1 2021 | Q2 2023 | 10 |
JTC Employer Solutions Trustee Ltd | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
Sage Advisory Services, Ltd.Co. | 8 | 2 | 0.10% | 0.50% | 0.74% | Q2 2019 | Q3 2023 | 10 |
REILLY FINANCIAL ADVISORS, LLC | 9 | 1 | 0.00% | 0.03% | 0.06% | Q2 2019 | Q4 2021 | 10 |
Bridgewater Associates | 10 | 10 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2023 | 10 |
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV | 10 | 10 | 0.02% | 0.03% | 0.05% | Q2 2019 | Q3 2021 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q3 2023 | 10 |
PROVIDA PENSION FUND ADMINISTRATOR | 10 | 10 | 0.02% | 0.36% | 1.20% | Q3 2020 | Q4 2022 | 10 |
TUCKER ASSET MANAGEMENT LLC | 5 | 5 | 0.00% | 0.02% | 0.12% | Q4 2020 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 9 | 1 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 10 |
FLAGSHIP HARBOR ADVISORS, LLC | 6 | 4 | 0.02% | 0.05% | 0.08% | Q2 2019 | Q3 2023 | 10 |
BTS Asset Management, Inc. | 4 | 1 | 0.04% | 29.80% | 49.29% | Q3 2019 | Q3 2023 | 10 |
1ST SOURCE BANK | 10 | 10 | 0.03% | 0.06% | 0.10% | Q4 2020 | Q1 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.02% | 0.06% | 0.11% | Q1 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 10 |
SG Americas Securities, LLC | 10 | 10 | 0.00% | 0.04% | 0.19% | Q2 2019 | Q3 2021 | 10 |
CENTAURUS FINANCIAL, INC. | 5 | 5 | 0.01% | 0.09% | 0.23% | Q2 2019 | Q4 2021 | 10 |
EVOKE WEALTH, LLC | 8 | 1 | 0.00% | 0.01% | 0.04% | Q3 2019 | Q3 2023 | 10 |
GPS Wealth Strategies Group, LLC | 7 | 3 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 10 |
Florin Court Capital LLP | 4 | 3 | 0.29% | 2.92% | 6.00% | Q2 2019 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.07% | 0.61% | Q4 2018 | Q2 2022 | 10 |
HRT FINANCIAL LP | 5 | 1 | 0.01% | 0.17% | 0.78% | Q2 2019 | Q2 2023 | 10 |
Nuveen Asset Management, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 10 |
SALEM INVESTMENT COUNSELORS INC | 10 | 10 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2021 | 10 |
Banco Santander, S.A. | 7 | 3 | 0.01% | 0.02% | 0.05% | Q3 2020 | Q3 2023 | 10 |
Investors Research Corp | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
Cedar Brook Financial Partners, LLC | 4 | 1 | 0.06% | 0.12% | 0.21% | Q3 2019 | Q2 2023 | 10 |
LIBERTY WEALTH MANAGEMENT LLC | 10 | 10 | 0.00% | 0.00% | 0.02% | Q2 2019 | Q3 2021 | 10 |
EPG Wealth Management LLC | 5 | 2 | 0.00% | 0.01% | 0.03% | Q4 2019 | Q3 2023 | 10 |
Charles Schwab Investment Advisory, Inc. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q1 2023 | 10 |
Jacobi Capital Management LLC | 10 | 10 | 0.00% | 0.02% | 0.03% | Q2 2019 | Q3 2021 | 10 |
Ameritas Investment Company, LLC | 10 | 10 | 0.04% | 0.16% | 0.85% | Q2 2019 | Q3 2021 | 10 |
Daniels&Tansey,LLP | 10 | 10 | 0.16% | 0.50% | 2.82% | Q3 2020 | Q4 2022 | 10 |
BlueCrest Capital Management Ltd | 2 | 1 | 0.01% | 2.09% | 17.59% | Q4 2019 | Q2 2023 | 10 |
BALDWIN BROTHERS LLC/MA | 10 | 10 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2023 | 10 |
CITIZENS FINANCIAL GROUP INC/RI | 5 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 10 |
Sumitomo Mitsui Trust Holdings, Inc. | 8 | 1 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2022 | 10 |
CALTON & ASSOCIATES, INC. | 10 | 10 | 0.08% | 0.15% | 0.25% | Q2 2019 | Q3 2021 | 10 |
Orion Portfolio Solutions, LLC | 7 | 3 | 0.00% | 0.05% | 0.42% | Q4 2019 | Q3 2023 | 10 |
Accel Wealth Management | 10 | 10 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q1 2023 | 10 |
FORT PITT CAPITAL GROUP, LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 9 |
LAKE STREET PRIVATE WEALTH, LLC | 9 | 9 | 0.26% | 0.49% | 0.81% | Q3 2019 | Q3 2021 | 9 |
Harbour Capital Advisors, LLC | 6 | 3 | 0.07% | 0.10% | 0.13% | Q2 2019 | Q3 2021 | 9 |
DEFINED WEALTH MANAGEMENT, LLC | 9 | 9 | 0.34% | 0.65% | 1.12% | Q4 2020 | Q4 2022 | 9 |
FormulaFolio Investments, LLC | 9 | 9 | 0.00% | 0.19% | 0.41% | Q2 2019 | Q2 2021 | 9 |
BURKE & HERBERT BANK & TRUST CO | 8 | 1 | 0.15% | 0.17% | 0.20% | Q2 2019 | Q3 2023 | 9 |
CAHILL FINANCIAL ADVISORS INC | 9 | 9 | 0.05% | 0.21% | 0.33% | Q3 2020 | Q3 2022 | 9 |
Mayflower Financial Advisors, LLC | 5 | 4 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 9 |
NextCapital Advisers, Inc. | 9 | 9 | 1.68% | 3.20% | 4.41% | Q2 2019 | Q2 2021 | 9 |
Arete Wealth Advisors, LLC | 5 | 1 | 0.03% | 0.06% | 0.13% | Q2 2019 | Q3 2023 | 9 |
1832 Asset Management L.P. | 4 | 1 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 9 |
INVESTMENT MANAGEMENT ASSOCIATES INC /ADV | 9 | 9 | 0.10% | 0.31% | 0.69% | Q4 2020 | Q4 2022 | 9 |
Kovack Advisors, Inc. | 5 | 4 | 0.03% | 0.06% | 0.10% | Q2 2019 | Q1 2022 | 9 |
Stonebridge Capital Advisors LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 9 |
CX Institutional | 6 | 3 | 0.00% | 0.02% | 0.03% | Q2 2020 | Q3 2023 | 9 |
ExodusPoint Capital Management, LP | 4 | 1 | 0.00% | 0.08% | 0.27% | Q4 2019 | Q1 2023 | 9 |
King Wealth Management Group | 9 | 9 | 0.07% | 0.10% | 0.12% | Q3 2021 | Q3 2023 | 9 |
QS Investors, LLC | 9 | 9 | 0.01% | 0.12% | 0.23% | Q2 2019 | Q2 2021 | 9 |
AMP Capital Investors Ltd | 9 | 9 | 0.22% | 1.06% | 1.34% | Q2 2019 | Q2 2021 | 9 |
SYNOVUS FINANCIAL CORP | 5 | 4 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2022 | 9 |
WOLVERINE ASSET MANAGEMENT LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q1 2020 | Q4 2021 | 9 |
BROWN BROTHERS HARRIMAN & CO | 6 | 3 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2023 | 9 |
AlphaCentric Advisors LLC | 7 | 2 | 0.05% | 0.09% | 0.12% | Q2 2020 | Q3 2023 | 9 |
GeoWealth Management, LLC | 5 | 1 | 0.02% | 0.12% | 0.23% | Q3 2019 | Q3 2023 | 9 |
Cavalier Investments, LLC | 8 | 1 | 0.02% | 1.06% | 2.57% | Q2 2019 | Q3 2021 | 9 |
55I, LLC | 9 | 9 | 0.01% | 0.03% | 0.14% | Q1 2020 | Q1 2022 | 9 |
Aletheian Wealth Advisors LLC | 9 | 9 | 0.48% | 0.76% | 1.14% | Q4 2021 | Q4 2023 | 9 |
Johnson Financial Group, Inc. | 6 | 3 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q4 2021 | 9 |
Castleview Partners, LLC | 8 | 1 | 0.02% | 0.09% | 0.13% | Q2 2021 | Q3 2023 | 9 |
Advisors Preferred, LLC | 5 | 1 | 0.63% | 1.76% | 3.54% | Q2 2019 | Q4 2021 | 9 |
Lido Advisors, LLC | 6 | 3 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q3 2023 | 9 |
Selective Wealth Management, Inc. | 5 | 4 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q3 2022 | 9 |
Texas Capital Bank Wealth Management Services Inc | 8 | 1 | 0.06% | 0.08% | 0.11% | Q4 2019 | Q2 2022 | 9 |
Calamos Advisors LLC | 9 | 9 | 0.00% | 0.06% | 0.09% | Q2 2019 | Q2 2021 | 9 |
N.E.W. Advisory Services LLC | 8 | 1 | 0.03% | 0.08% | 0.16% | Q4 2019 | Q1 2022 | 9 |
EP Wealth Advisors, LLC | 7 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2022 | 9 |
Pure Financial Advisors, LLC | 9 | 9 | 0.01% | 0.03% | 0.04% | Q4 2021 | Q4 2023 | 9 |
SIMPLEX TRADING, LLC | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q3 2023 | 9 |
Mount Lucas Management LP | 7 | 2 | 0.24% | 0.76% | 1.13% | Q2 2020 | Q3 2023 | 9 |
NATIXIS ADVISORS, L.P. | 7 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q4 2022 | 9 |
BEACON FINANCIAL GROUP | 8 | 8 | 0.04% | 0.17% | 0.41% | Q4 2021 | Q3 2023 | 8 |
FundX Investment Group, LLC | 7 | 1 | 0.10% | 5.01% | 8.64% | Q4 2019 | Q4 2021 | 8 |
Arkadios Wealth Advisors | 8 | 8 | 0.00% | 0.06% | 0.07% | Q4 2020 | Q3 2022 | 8 |
Investment Counsel Inc. | 8 | 8 | 0.24% | 0.32% | 0.53% | Q2 2019 | Q1 2021 | 8 |
BAKER TILLY WEALTH MANAGEMENT, LLC | 5 | 3 | 0.04% | 0.23% | 0.42% | Q2 2021 | Q3 2023 | 8 |
Robertson Stephens Wealth Management, LLC | 3 | 1 | 0.03% | 0.44% | 1.64% | Q3 2019 | Q3 2022 | 8 |
Ranch Capital Advisors Inc. | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Grace Capital | 8 | 8 | 0.08% | 0.34% | 0.56% | Q4 2019 | Q3 2021 | 8 |
Advisors Asset Management, Inc. | 4 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q3 2023 | 8 |
MONEY CONCEPTS CAPITAL CORP | 6 | 2 | 0.00% | 0.02% | 0.06% | Q4 2020 | Q1 2023 | 8 |
Hudock, Inc. | 6 | 2 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 8 |
BEAM WEALTH ADVISORS, INC. | 7 | 1 | 0.20% | 0.29% | 0.53% | Q4 2019 | Q4 2022 | 8 |
FirstPurpose Wealth LLC | 8 | 8 | 0.28% | 1.34% | 2.14% | Q4 2021 | Q3 2023 | 8 |
Centennial Wealth Advisory LLC | 5 | 1 | 0.52% | 0.72% | 1.10% | Q4 2020 | Q3 2023 | 8 |
Camelot Portfolios, LLC | 3 | 2 | 0.14% | 0.23% | 0.36% | Q1 2021 | Q2 2023 | 8 |
GenTrust, LLC | 6 | 1 | 0.03% | 0.19% | 1.08% | Q4 2019 | Q2 2023 | 8 |
Cordatus Wealth Management LLC | 4 | 1 | 0.20% | 0.77% | 1.78% | Q2 2019 | Q1 2022 | 8 |
MA Private Wealth | 7 | 1 | 0.04% | 0.06% | 0.07% | Q2 2019 | Q2 2021 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Annapolis Financial Services, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
CONTINENTAL INVESTORS SERVICES, INC. | 8 | 8 | 0.64% | 0.76% | 0.85% | Q4 2021 | Q3 2023 | 8 |
TPB WEALTH ADVISORS | 8 | 8 | 0.77% | 5.92% | 10.89% | Q4 2020 | Q3 2022 | 8 |
Parallax Volatility Advisers, L.P. | 4 | 4 | 0.00% | 0.11% | 0.85% | Q2 2019 | Q1 2020 | 8 |
Wealthcare Advisory Partners LLC | 4 | 1 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q4 2022 | 8 |
Strategic Blueprint, LLC | 6 | 1 | 0.01% | 0.07% | 0.13% | Q3 2019 | Q1 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
First International Bank & Trust | 8 | 8 | 0.99% | 1.10% | 1.22% | Q4 2021 | Q3 2023 | 8 |
CONNING INC. | 7 | 1 | 0.06% | 0.52% | 0.66% | Q4 2020 | Q3 2023 | 8 |
FIRST AMERICAN TRUST, FSB | 8 | 8 | 0.42% | 0.50% | 0.59% | Q2 2020 | Q1 2022 | 8 |
FIRST MANHATTAN CO. LLC. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
SVB WEALTH LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2021 | 8 |
Allspring Global Investments Holdings, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 8 | 8 | 0.01% | 0.02% | 0.02% | Q3 2020 | Q2 2022 | 8 |
ROBINSON CAPITAL MANAGEMENT, LLC | 4 | 1 | 0.28% | 0.40% | 0.60% | Q2 2019 | Q3 2021 | 8 |
VAUGHAN & Co SECURITIES, INC. | 8 | 8 | 0.18% | 0.30% | 0.44% | Q4 2019 | Q3 2021 | 8 |
Fiera Capital Corp | 8 | 8 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 8 |
Vontobel Holding Ltd. | 6 | 2 | 0.00% | 0.03% | 0.07% | Q2 2021 | Q3 2023 | 8 |
Schechter Investment Advisors, LLC | 8 | 8 | 0.07% | 0.08% | 0.10% | Q4 2021 | Q3 2023 | 8 |
McKinley Carter Wealth Services, Inc. | 8 | 8 | 0.03% | 0.08% | 0.19% | Q4 2020 | Q3 2022 | 8 |
MISSION WEALTH MANAGEMENT, LP | 8 | 8 | 0.01% | 0.05% | 0.08% | Q2 2019 | Q1 2021 | 8 |
Pinnacle Advisory Group, Inc. | 8 | 8 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q1 2021 | 8 |
D. E. Shaw & Co., Inc. | 2 | 1 | 0.00% | 0.02% | 0.06% | Q4 2019 | Q2 2023 | 8 |
Anchor Investment Management, LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2023 | 8 |
Congress Wealth Management LLC / DE / | 8 | 8 | 0.01% | 0.02% | 0.07% | Q4 2021 | Q3 2023 | 8 |
WESTWOOD HOLDINGS GROUP INC | 8 | 8 | 0.01% | 0.05% | 0.26% | Q2 2019 | Q1 2021 | 8 |
Mathes Company, Inc. | 8 | 8 | 0.08% | 0.09% | 0.10% | Q2 2020 | Q1 2022 | 8 |
Menard Financial Group LLC | 6 | 2 | 1.12% | 1.88% | 6.24% | Q4 2019 | Q4 2021 | 8 |
TI-TRUST, INC | 8 | 8 | 1.45% | 1.59% | 1.66% | Q4 2021 | Q3 2023 | 8 |
HARVEST VOLATILITY MANAGEMENT LLC | 3 | 1 | 0.02% | 2.68% | 20.73% | Q4 2020 | Q3 2023 | 8 |
Wealthstreet Investment Advisors, LLC | 8 | 8 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q1 2021 | 8 |
Squarepoint Ops LLC | 3 | 1 | 0.00% | 0.04% | 0.11% | Q2 2019 | Q3 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 8 |
SMITH, MOORE & CO. | 5 | 3 | 0.03% | 0.04% | 0.05% | Q2 2019 | Q3 2021 | 8 |
abrdn plc | 8 | 8 | 0.00% | 0.01% | 0.02% | Q3 2021 | Q2 2023 | 8 |
Baldrige Asset Management LLC | 8 | 8 | 0.01% | 0.03% | 0.05% | Q2 2021 | Q1 2023 | 8 |
Jefferies Group LLC | 3 | 1 | 0.00% | 0.11% | 0.32% | Q4 2019 | Q2 2022 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.10% | Q4 2021 | Q3 2023 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2022 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.00% | 0.24% | 0.55% | Q4 2021 | Q3 2023 | 8 |
Ascent Group, LLC | 8 | 8 | 0.02% | 0.22% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 0.34% | 0.53% | 0.75% | Q4 2021 | Q3 2023 | 8 |
Sunflower Bank, N.A. | 8 | 8 | 0.04% | 0.15% | 0.59% | Q2 2020 | Q1 2022 | 8 |
WestEnd Advisors, LLC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q1 2021 | 8 |
CREDIT SUISSE AG/ | 4 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q2 2022 | 8 |
Private Wealth Group, LLC | 4 | 1 | 0.28% | 2.15% | 8.22% | Q2 2019 | Q3 2023 | 8 |
Sunesis Advisors, LLC | 6 | 1 | 0.95% | 1.07% | 1.43% | Q4 2021 | Q3 2023 | 7 |
FIRST CITIZENS BANK & TRUST CO | 4 | 3 | 0.03% | 0.23% | 0.53% | Q2 2019 | Q3 2023 | 7 |
Shilanski & Associates, Inc. | 4 | 3 | 2.73% | 3.06% | 3.70% | Q3 2019 | Q3 2023 | 7 |
Northwest Bancshares, Inc. | 7 | 7 | 0.13% | 0.43% | 0.82% | Q2 2020 | Q4 2021 | 7 |
WealthShield Partners, LLC | 6 | 1 | 0.00% | 0.47% | 3.13% | Q2 2019 | Q1 2021 | 7 |
Financial & Tax Architects, LLC | 6 | 1 | 2.12% | 3.34% | 4.23% | Q1 2021 | Q3 2023 | 7 |
Asset Management One Co., Ltd. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 7 |
COLDSTREAM CAPITAL MANAGEMENT INC | 4 | 1 | 0.01% | 0.03% | 0.06% | Q3 2021 | Q3 2023 | 7 |
Covestor Ltd | 7 | 7 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 7 |
Madison Wealth Partners, Inc | 7 | 7 | 0.23% | 0.27% | 0.32% | Q4 2020 | Q2 2022 | 7 |
BlueSky Wealth Advisors, LLC | 7 | 7 | 0.17% | 0.39% | 0.51% | Q1 2022 | Q3 2023 | 7 |
Founders Financial Alliance, LLC | 6 | 1 | 0.01% | 0.02% | 0.06% | Q3 2020 | Q3 2023 | 7 |
OLD MISSION CAPITAL LLC | 4 | 1 | 0.03% | 0.28% | 1.08% | Q4 2019 | Q2 2023 | 7 |
Compagnie Lombard Odier SCmA | 6 | 1 | 0.00% | 0.05% | 0.08% | Q2 2020 | Q3 2023 | 7 |
NVWM, LLC | 7 | 7 | 0.00% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Graves Light Lenhart Wealth, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q2 2022 | 7 |
Homrich & Berg | 3 | 2 | 0.01% | 0.04% | 0.11% | Q3 2019 | Q3 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 7 |
COLONY GROUP LLC | 4 | 1 | 0.01% | 0.03% | 0.07% | Q1 2019 | Q4 2022 | 7 |
MTM Investment Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
SEI INVESTMENTS CO | 5 | 1 | 0.01% | 0.58% | 0.94% | Q2 2019 | Q3 2023 | 7 |
Investments & Financial Planning, LLC | 4 | 3 | 0.23% | 0.26% | 0.30% | Q4 2021 | Q3 2023 | 7 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 4 | 3 | 0.16% | 0.36% | 0.91% | Q4 2021 | Q3 2023 | 7 |
RFG Advisory, LLC | 7 | 7 | 0.34% | 0.45% | 0.52% | Q1 2022 | Q3 2023 | 7 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 7 | 7 | 0.02% | 0.03% | 0.06% | Q2 2019 | Q4 2020 | 7 |
ATLAS CAPITAL ADVISORS LLC | 5 | 1 | 0.00% | 0.02% | 0.04% | Q3 2019 | Q1 2022 | 7 |
Wall Capital Group, Inc. | 4 | 3 | 0.07% | 0.09% | 0.12% | Q2 2019 | Q4 2021 | 7 |
Counterpoint Mutual Funds LLC | 4 | 3 | 1.34% | 3.08% | 5.18% | Q2 2021 | Q3 2023 | 7 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.02% | 0.04% | Q1 2021 | Q4 2022 | 7 |
COMERICA SECURITIES,INC. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
Cornerstone Management, Inc. | 6 | 1 | 0.01% | 0.16% | 1.06% | Q2 2019 | Q1 2023 | 7 |
NewEdge Wealth, LLC | 7 | 7 | 0.21% | 0.39% | 0.64% | Q4 2020 | Q2 2022 | 7 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 6 | 1 | 0.02% | 0.13% | 0.26% | Q2 2019 | Q2 2021 | 7 |
Plante Moran Financial Advisors, LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2023 | 7 |
REGIONS FINANCIAL CORP | 7 | 7 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2022 | 7 |
Meridian Wealth Management, LLC | 6 | 1 | 0.01% | 0.08% | 0.13% | Q2 2019 | Q3 2023 | 7 |
Collaborative Wealth Managment Inc. | 5 | 1 | 0.13% | 0.43% | 0.56% | Q1 2021 | Q2 2023 | 7 |
TIEDEMANN ADVISORS, LLC | 4 | 3 | 0.02% | 0.05% | 0.10% | Q2 2019 | Q3 2023 | 7 |
Betterment LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Estate Counselors, LLC | 7 | 7 | 0.00% | 0.10% | 0.39% | Q1 2022 | Q3 2023 | 7 |
GREAT VALLEY ADVISOR GROUP, INC. | 5 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2022 | 7 |
Pensionmark Financial Group, LLC | 3 | 1 | 0.04% | 0.08% | 0.16% | Q3 2019 | Q3 2023 | 7 |
Wallington Asset Management, LLC | 5 | 2 | 0.47% | 0.87% | 1.45% | Q3 2019 | Q4 2021 | 7 |
Jackson, Grant Investment Advisers, Inc. | 7 | 7 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q1 2022 | 7 |
Bedel Financial Consulting, Inc. | 7 | 7 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q4 2020 | 7 |
Rockbridge Investment Management, LCC | 7 | 7 | 0.25% | 0.32% | 0.41% | Q2 2020 | Q4 2021 | 7 |
Visionary Wealth Advisors | 7 | 7 | 0.29% | 0.32% | 0.35% | Q1 2022 | Q3 2023 | 7 |
Bank of New Hampshire | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
NICOLA WEALTH MANAGEMENT LTD. | 7 | 7 | 0.06% | 0.44% | 1.25% | Q3 2020 | Q1 2022 | 7 |
Good Life Advisors, LLC | 4 | 1 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 7 |
Concorde Asset Management, LLC | 3 | 1 | 0.14% | 0.30% | 0.55% | Q2 2019 | Q3 2023 | 7 |
Ameritas Advisory Services, LLC | 6 | 1 | 0.01% | 0.02% | 0.03% | Q4 2021 | Q3 2023 | 7 |
CAMBRIDGE TRUST CO | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
TRUE Private Wealth Advisors | 5 | 1 | 0.00% | 0.07% | 0.51% | Q2 2019 | Q3 2023 | 7 |
PAX Financial Group, LLC | 7 | 7 | 0.06% | 0.15% | 0.19% | Q1 2022 | Q3 2023 | 7 |
FLAGSTAR ADVISORS INC | 7 | 7 | 0.11% | 0.19% | 0.23% | Q3 2021 | Q1 2023 | 7 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 2 | 0.01% | 0.04% | 0.06% | Q3 2021 | Q3 2023 | 7 |
HAP Trading, LLC | 5 | 1 | 0.00% | 0.01% | 0.01% | Q3 2019 | Q1 2023 | 7 |
PROFFITT & GOODSON INC | 4 | 3 | 0.17% | 0.19% | 0.20% | Q1 2021 | Q4 2022 | 7 |
MGO ONE SEVEN LLC | 1 | 1 | 0.02% | 0.05% | 0.09% | Q3 2019 | Q3 2023 | 6 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Coombe, Bender & Co LLC | 6 | 6 | 1.27% | 1.35% | 1.46% | Q2 2022 | Q3 2023 | 6 |
SCOTIA CAPITAL INC. | 5 | 1 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q3 2023 | 6 |
Eudaimonia Partners, LLC | 6 | 6 | 0.01% | 0.03% | 0.08% | Q4 2019 | Q1 2021 | 6 |
HighMark Wealth Management LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2021 | 6 |
Kohlberg Kravis Roberts & Co. L.P. | 3 | 1 | 0.01% | 0.03% | 0.05% | Q2 2020 | Q4 2022 | 6 |
Concord Wealth Partners | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 6 |
InTrack Investment Management Inc | 6 | 6 | 0.18% | 0.49% | 0.84% | Q3 2022 | Q4 2023 | 6 |
FOUNDERS FINANCIAL SECURITIES LLC | 5 | 1 | 0.06% | 0.31% | 1.47% | Q2 2019 | Q3 2023 | 6 |
Bain Capital Credit, LP | 6 | 6 | 2.17% | 3.71% | 5.05% | Q3 2020 | Q4 2021 | 6 |
SMITH SHELLNUT WILSON LLC /ADV | 6 | 6 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q2 2021 | 6 |
ECLECTIC ASSOCIATES INC /ADV | 6 | 6 | 0.43% | 0.53% | 0.65% | Q4 2020 | Q1 2022 | 6 |
Q3 Asset Management | 4 | 1 | 0.31% | 1.78% | 4.94% | Q2 2019 | Q3 2021 | 6 |
Pacer Advisors, Inc. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Chesley Taft & Associates LLC | 6 | 6 | 0.01% | 0.02% | 0.02% | Q4 2020 | Q1 2022 | 6 |
TimeScale Financial, Inc. | 4 | 2 | 0.00% | 0.33% | 1.04% | Q2 2019 | Q2 2023 | 6 |
Atlas Private Wealth Advisors | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
RMR Wealth Builders | 4 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q3 2021 | 6 |
LifePlan Financial Group, Inc | 6 | 6 | 0.67% | 0.88% | 1.13% | Q2 2019 | Q3 2020 | 6 |
Ascendant Capital Management, LLC | 5 | 1 | 1.72% | 4.11% | 5.73% | Q4 2020 | Q1 2023 | 6 |
FURE FINANCIAL CORP | 4 | 1 | 1.78% | 2.77% | 4.84% | Q4 2019 | Q4 2021 | 6 |
Single Point Partners, LLC | 6 | 6 | 0.18% | 0.47% | 1.52% | Q2 2022 | Q3 2023 | 6 |
TECTONIC ADVISORS LLC | 4 | 2 | 0.01% | 0.05% | 0.10% | Q4 2020 | Q4 2022 | 6 |
Center For Asset Management LLC | 6 | 6 | 0.20% | 0.46% | 0.80% | Q4 2020 | Q1 2022 | 6 |
RMB Capital Management, LLC | 3 | 3 | 0.10% | 0.27% | 0.36% | Q2 2019 | Q4 2020 | 6 |
WASHINGTON TRUST BANK | 6 | 6 | 0.05% | 0.16% | 0.42% | Q2 2022 | Q3 2023 | 6 |
Peninsula Wealth, LLC | 6 | 6 | 0.24% | 0.36% | 0.52% | Q2 2019 | Q3 2020 | 6 |
Princeton Portfolio Strategies Group LLC | 5 | 1 | 0.17% | 0.30% | 0.63% | Q4 2019 | Q2 2021 | 6 |
AMJ Financial Wealth Management | 6 | 6 | 1.82% | 2.94% | 3.31% | Q4 2020 | Q1 2022 | 6 |
Kalos Management, Inc. | 2 | 1 | 0.01% | 0.13% | 0.21% | Q2 2020 | Q1 2023 | 6 |
PRIVATE TRUST CO NA | 6 | 6 | 0.04% | 0.05% | 0.07% | Q2 2022 | Q3 2023 | 6 |
Lucia Wealth Services, LLC | 6 | 6 | 0.07% | 0.36% | 0.82% | Q2 2019 | Q3 2020 | 6 |
Jump Financial, LLC | 3 | 1 | 0.06% | 0.18% | 0.38% | Q3 2021 | Q3 2023 | 6 |
PFG Advisors | 4 | 2 | 0.02% | 0.04% | 0.06% | Q2 2019 | Q2 2022 | 6 |
KilterHowling LLC | 4 | 2 | 0.24% | 0.36% | 0.44% | Q4 2021 | Q2 2023 | 6 |
Fulcrum Equity Management | 5 | 1 | 0.11% | 0.25% | 0.45% | Q3 2019 | Q2 2021 | 6 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 6 | 6 | 0.00% | 0.01% | 0.02% | Q2 2019 | Q3 2020 | 6 |
Relative Value Partners Group, LLC | 6 | 6 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2020 | 6 |
FLOW TRADERS U.S. LLC | 3 | 1 | 0.17% | 2.09% | 6.34% | Q3 2019 | Q4 2022 | 6 |
McLean Asset Management Corp | 6 | 6 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q4 2023 | 6 |
First Allied Advisory Services, Inc. | 6 | 6 | 0.06% | 0.15% | 0.32% | Q2 2019 | Q3 2020 | 6 |
Koshinski Asset Management, Inc. | 3 | 1 | 0.01% | 0.02% | 0.04% | Q2 2020 | Q1 2022 | 6 |
Lenox Wealth Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 6 |
RIVERSEDGE ADVISORS, LLC | 6 | 6 | 1.98% | 2.07% | 2.22% | Q2 2019 | Q3 2020 | 6 |
Prentice Wealth Management LLC | 5 | 1 | 0.11% | 0.18% | 0.24% | Q1 2021 | Q4 2022 | 6 |
Allen Capital Group, LLC | 4 | 2 | 0.00% | 0.07% | 0.19% | Q4 2020 | Q3 2022 | 6 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2020 | 6 |
Newport Capital Group, LLC | 6 | 6 | 2.58% | 2.83% | 3.00% | Q4 2020 | Q1 2022 | 6 |
Truvestments Capital LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q2 2021 | 5 |
Biltmore Capital Advisors LLC | 5 | 5 | 0.07% | 0.12% | 0.17% | Q3 2020 | Q3 2021 | 5 |
Empowered Funds, LLC | 4 | 1 | 0.48% | 1.04% | 1.68% | Q4 2020 | Q4 2022 | 5 |
Monument Capital Management | 3 | 2 | 0.11% | 1.15% | 2.97% | Q2 2021 | Q4 2022 | 5 |
Sound Financial Strategies Group, LLC | 3 | 1 | 0.01% | 5.05% | 25.19% | Q4 2021 | Q3 2023 | 5 |
Lenox Wealth Management, Inc. | 5 | 5 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
Zullo Investment Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2022 | 5 |
Full Sail Capital, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q1 2022 | 5 |
HB Wealth Management, LLC | 5 | 5 | 0.01% | 0.02% | 0.04% | Q3 2022 | Q3 2023 | 5 |
ProVise Management Group, LLC | 3 | 2 | 0.02% | 0.11% | 0.24% | Q2 2021 | Q3 2023 | 5 |
Western Asset Management Company, LLC | 3 | 2 | 0.40% | 1.58% | 2.08% | Q2 2020 | Q3 2022 | 5 |
UMB Bank, n.a. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Merit Financial Group, LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2022 | Q3 2023 | 5 |
DB Wealth Management Group, LLC | 5 | 5 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2021 | 5 |
Logan Stone Capital, LLC | 4 | 1 | 0.19% | 3.94% | 8.02% | Q4 2021 | Q3 2023 | 5 |
PRELUDE CAPITAL MANAGEMENT, LLC | 3 | 1 | 0.01% | 0.01% | 0.03% | Q3 2019 | Q2 2021 | 5 |
ESG Planning | 5 | 5 | 0.64% | 2.71% | 3.77% | Q1 2022 | Q1 2023 | 5 |
IHT Wealth Management, LLC | 3 | 2 | 0.03% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 5 |
Lorne Steinberg Wealth Management Inc. | 2 | 1 | 0.20% | 0.49% | 0.63% | Q1 2021 | Q3 2023 | 5 |
PITTENGER & ANDERSON INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q3 2022 | 5 |
Private Vista, LLC | 5 | 5 | 0.08% | 0.11% | 0.12% | Q2 2019 | Q2 2020 | 5 |
Pacifica Partners Inc. | 5 | 5 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q4 2023 | 5 |
Cascadia Advisory Services, LLC | 3 | 1 | 0.37% | 1.09% | 2.80% | Q4 2019 | Q3 2021 | 5 |
FDx Advisors, Inc. | 2 | 1 | 0.01% | 0.12% | 0.32% | Q2 2019 | Q1 2022 | 5 |
Triton Wealth Management, PLLC | 5 | 5 | 0.14% | 0.21% | 0.34% | Q1 2020 | Q1 2021 | 5 |
Global Assets Advisory, LLC | 5 | 5 | 0.23% | 0.38% | 0.76% | Q3 2022 | Q3 2023 | 5 |
Stratos Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.03% | 0.04% | Q1 2020 | Q2 2023 | 5 |
Ford Financial Group, LLC | 3 | 1 | 0.00% | 0.20% | 0.66% | Q2 2019 | Q4 2021 | 5 |
ACORN FINANCIAL ADVISORY SERVICES INC /ADV | 4 | 1 | 0.09% | 0.13% | 0.20% | Q4 2019 | Q1 2021 | 5 |
Freedman Financial Associates, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2021 | 5 |
RFG HOLDINGS, INC. | 5 | 5 | 1.78% | 2.58% | 3.38% | Q4 2020 | Q4 2021 | 5 |
TWIN FOCUS CAPITAL PARTNERS, LLC | 5 | 5 | 0.05% | 0.07% | 0.10% | Q1 2022 | Q1 2023 | 5 |
Waldron Private Wealth LLC | 3 | 1 | 0.02% | 0.08% | 0.12% | Q2 2019 | Q4 2021 | 5 |
Aurora Private Wealth, Inc. | 2 | 1 | 0.12% | 1.65% | 7.12% | Q4 2019 | Q3 2023 | 5 |
FEDERATED HERMES, INC. | 4 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2021 | 5 |
LaFleur & Godfrey LLC | 5 | 5 | 0.06% | 0.07% | 0.08% | Q2 2021 | Q2 2022 | 5 |
Strategic Family Wealth Counselors, L.L.C. | 2 | 1 | 0.09% | 0.15% | 0.28% | Q4 2019 | Q1 2023 | 5 |
Cadent Capital Advisors, LLC | 5 | 5 | 0.09% | 0.10% | 0.10% | Q1 2021 | Q1 2022 | 5 |
WEST BANCORPORATION INC | 4 | 1 | 0.02% | 0.02% | 0.03% | Q4 2019 | Q4 2021 | 5 |
WBI INVESTMENTS, LLC | 3 | 1 | 0.25% | 5.27% | 8.99% | Q2 2019 | Q4 2022 | 5 |
Coppell Advisory Solutions LLC | 4 | 1 | 0.17% | 1.69% | 3.21% | Q4 2020 | Q3 2023 | 5 |
ORSER CAPITAL MANAGEMENT, LLC | 5 | 5 | 0.69% | 1.59% | 3.36% | Q2 2020 | Q2 2021 | 5 |
Crestwood Advisors Group, LLC | 5 | 5 | 0.01% | 0.02% | 0.02% | Q3 2022 | Q3 2023 | 5 |
Three Peaks Capital Management, LLC | 5 | 5 | 0.08% | 0.77% | 1.20% | Q3 2019 | Q3 2020 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.55% | 0.79% | 0.93% | Q4 2021 | Q4 2022 | 5 |
Cambridge Advisors Inc. | 4 | 1 | 0.06% | 0.07% | 0.08% | Q2 2019 | Q4 2020 | 5 |
Pflug Koory, LLC | 3 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2021 | 5 |
Faithward Advisors, LLC | 3 | 2 | 0.00% | 0.01% | 0.02% | Q1 2022 | Q2 2023 | 5 |
Aviance Capital Partners, LLC | 4 | 1 | 0.05% | 0.08% | 0.11% | Q3 2019 | Q4 2020 | 5 |
Atria Wealth Solutions, Inc. | 4 | 1 | 0.01% | 0.06% | 0.14% | Q1 2022 | Q3 2023 | 5 |
BOYD WATTERSON ASSET MANAGEMENT LLC/OH | 4 | 1 | 0.00% | 0.58% | 1.50% | Q1 2022 | Q3 2023 | 5 |
ClearBridge Investments | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2020 | 5 |
OLD NATIONAL BANCORP /IN/ | 5 | 5 | 0.05% | 0.06% | 0.10% | Q3 2022 | Q3 2023 | 5 |
McElhenny Sheffield Capital Management, LLC | 4 | 1 | 0.16% | 0.18% | 0.19% | Q3 2021 | Q3 2023 | 5 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4 | 1 | 0.01% | 0.01% | 0.03% | Q3 2020 | Q3 2023 | 5 |
Covenant Asset Management, LLC | 4 | 4 | 0.07% | 0.10% | 0.12% | Q2 2019 | Q1 2020 | 4 |
Wealth Quarterback LLC | 2 | 2 | 0.00% | 0.42% | 0.99% | Q4 2019 | Q3 2021 | 4 |
CATALYST FINANCIAL PARTNERS LLC | 4 | 4 | 0.14% | 0.19% | 0.28% | Q4 2022 | Q3 2023 | 4 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2021 | Q3 2022 | 4 |
AXXCESS WEALTH MANAGEMENT, LLC | 3 | 1 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 4 |
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. | 4 | 4 | 0.09% | 0.15% | 0.21% | Q1 2020 | Q4 2020 | 4 |
One Capital Management, LLC | 3 | 1 | 0.01% | 0.16% | 0.60% | Q1 2022 | Q3 2023 | 4 |
Itau Unibanco Holding S.A. | 4 | 4 | 0.03% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Destiny Wealth Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q4 2021 | 4 |
Activest Wealth Management | 3 | 1 | 0.05% | 0.10% | 0.17% | Q3 2022 | Q3 2023 | 4 |
Beaumont Financial Advisors, LLC | 4 | 4 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Sterling Investment Counsel, LLC | 2 | 1 | 0.14% | 0.16% | 0.18% | Q4 2021 | Q3 2023 | 4 |
TFB Advisors LLC | 4 | 4 | 0.22% | 0.93% | 1.76% | Q4 2022 | Q3 2023 | 4 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 4 | 4 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q1 2022 | 4 |
Choate Investment Advisors | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 4 |
Winslow, Evans & Crocker, Inc. | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q1 2020 | 4 |
Palouse Capital Management, Inc. | 4 | 4 | 1.77% | 2.01% | 2.50% | Q2 2019 | Q1 2020 | 4 |
Disciplined Investments, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2020 | 4 |
PRICE T ROWE ASSOCIATES INC /MD/ | 3 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2022 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.41% | 0.47% | 0.56% | Q4 2022 | Q3 2023 | 4 |
Stokes Family Office, LLC | 4 | 4 | 0.07% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Jessup Wealth Management, Inc | 4 | 4 | 2.87% | 3.11% | 3.20% | Q4 2022 | Q3 2023 | 4 |
Mosaic Family Wealth, LLC | 4 | 4 | 0.10% | 0.11% | 0.12% | Q2 2019 | Q1 2020 | 4 |
Bleakley Financial Group, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cumberland Partners Ltd | 4 | 4 | 0.05% | 0.06% | 0.09% | Q2 2020 | Q1 2021 | 4 |
Canvas Wealth Advisors, LLC | 4 | 4 | 0.40% | 0.40% | 0.41% | Q1 2022 | Q4 2022 | 4 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q2 2023 | 4 |
Park Avenue Institutional Advisers LLC | 2 | 1 | 7.96% | 15.06% | 32.49% | Q2 2019 | Q3 2021 | 4 |
Portfolio Solutions, LLC | 4 | 4 | 0.04% | 0.04% | 0.04% | Q1 2019 | Q4 2019 | 4 |
Verition Fund Management LLC | 2 | 2 | 0.02% | 0.03% | 0.05% | Q2 2022 | Q3 2023 | 4 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 3 | 1 | 0.00% | 0.21% | 0.29% | Q2 2019 | Q2 2020 | 4 |
West Wealth Group, LLC | 4 | 4 | 0.10% | 0.34% | 0.52% | Q4 2022 | Q3 2023 | 4 |
BALYASNY ASSET MANAGEMENT L.P. | 4 | 4 | 0.00% | 0.04% | 0.10% | Q4 2022 | Q3 2023 | 4 |
PITCAIRN CO | 4 | 4 | 0.03% | 0.05% | 0.08% | Q4 2022 | Q3 2023 | 4 |
Strategic Asset Management, LLC | 4 | 4 | 0.00% | 0.04% | 0.07% | Q4 2021 | Q3 2022 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Austin Private Wealth, LLC | 4 | 4 | 0.09% | 0.10% | 0.10% | Q4 2022 | Q3 2023 | 4 |
EVERMAY WEALTH MANAGEMENT LLC | 4 | 4 | 0.00% | 0.03% | 0.09% | Q4 2021 | Q3 2022 | 4 |
Navigation Wealth Management, Inc. | 2 | 1 | 10.62% | 31.39% | 92.08% | Q2 2021 | Q1 2023 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.09% | 0.14% | 0.17% | Q4 2022 | Q3 2023 | 4 |
Accurate Wealth Management, LLC | 4 | 4 | 0.22% | 0.29% | 0.41% | Q4 2022 | Q3 2023 | 4 |
Avidian Wealth Solutions, LLC | 3 | 1 | 0.04% | 0.11% | 0.14% | Q4 2020 | Q3 2022 | 4 |
Argent Advisors, Inc. | 3 | 1 | 0.05% | 0.16% | 0.22% | Q4 2019 | Q4 2020 | 4 |
Towercrest Capital Management | 4 | 4 | 0.05% | 0.05% | 0.06% | Q4 2022 | Q3 2023 | 4 |
Sunbelt Securities, Inc. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q1 2020 | Q3 2023 | 4 |
BERRY GROUP, LLC | 3 | 1 | 0.12% | 0.14% | 0.17% | Q4 2019 | Q4 2020 | 4 |
TRUST CO OF VERMONT | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q4 2022 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.16% | 0.41% | 0.74% | Q4 2022 | Q3 2023 | 4 |
FIRST NATIONAL TRUST CO | 4 | 4 | 0.06% | 0.10% | 0.19% | Q1 2020 | Q4 2020 | 4 |
Bangor Savings Bank | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
WASHINGTON TRUST Co | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q2 2021 | 4 |
Legacy Wealth Partners, Inc. | 3 | 1 | 0.63% | 1.14% | 1.68% | Q2 2020 | Q2 2021 | 4 |
Summit Financial, LLC | 3 | 1 | 0.04% | 0.06% | 0.08% | Q2 2019 | Q2 2020 | 4 |
MILES CAPITAL, INC. | 4 | 4 | 1.02% | 1.11% | 1.18% | Q2 2019 | Q1 2020 | 4 |
Truadvice, LLC | 3 | 1 | 0.15% | 0.22% | 0.30% | Q3 2020 | Q4 2021 | 4 |
Wavelength Capital Management, LLC | 4 | 4 | 1.80% | 2.36% | 2.72% | Q4 2021 | Q3 2022 | 4 |
Deane Retirement Strategies, Inc. | 4 | 4 | 2.80% | 2.89% | 2.98% | Q1 2021 | Q4 2021 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.08% | 0.11% | 0.15% | Q4 2022 | Q3 2023 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.71% | 0.86% | 1.02% | Q4 2022 | Q3 2023 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.01% | 0.36% | 0.52% | Q4 2022 | Q3 2023 | 4 |
HBW ADVISORY SERVICES LLC | 4 | 4 | 0.07% | 0.08% | 0.08% | Q4 2020 | Q3 2021 | 4 |
True Wealth Design, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Dynamic Advisor Solutions LLC | 3 | 1 | 0.02% | 0.05% | 0.07% | Q2 2019 | Q4 2021 | 4 |
Parcion Private Wealth LLC | 3 | 1 | 0.03% | 0.04% | 0.05% | Q3 2021 | Q4 2022 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2022 | 4 |
Old North State Trust, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2021 | 4 |
Joseph Group Capital Management | 4 | 4 | 0.04% | 0.17% | 0.35% | Q4 2022 | Q3 2023 | 4 |
Roger Wittlin Investment Advisory, LLC | 4 | 4 | 0.70% | 0.73% | 0.76% | Q4 2022 | Q3 2023 | 4 |
BANK OF NOVA SCOTIA | 3 | 1 | 0.12% | 0.24% | 0.32% | Q4 2019 | Q4 2020 | 4 |
Elo Mutual Pension Insurance Co | 4 | 4 | 1.36% | 1.58% | 1.83% | Q4 2022 | Q3 2023 | 4 |
Leucadia National | 4 | 4 | 0.01% | 0.05% | 0.14% | Q4 2022 | Q3 2023 | 4 |
Arjuna Capital | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2020 | Q4 2022 | 4 |
First Heartland Consultants, Inc. | 4 | 4 | 0.05% | 0.60% | 1.25% | Q4 2019 | Q3 2020 | 4 |
Tidal Investments LLC | 4 | 4 | 0.09% | 0.11% | 0.13% | Q4 2022 | Q3 2023 | 4 |
Connecticut Wealth Management, LLC | 4 | 4 | 0.04% | 0.04% | 0.05% | Q3 2019 | Q2 2020 | 4 |
Blue Barn Wealth, LLC | 4 | 4 | 0.26% | 0.36% | 0.46% | Q4 2022 | Q3 2023 | 4 |
IAG Wealth Partners, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2023 | 4 |
Keystone Wealth Services, LLC | 4 | 4 | 0.11% | 0.12% | 0.13% | Q4 2022 | Q3 2023 | 4 |
ERTS Wealth Advisors, LLC | 4 | 4 | 0.05% | 0.54% | 1.97% | Q4 2022 | Q3 2023 | 4 |
MACQUARIE GROUP LTD | 4 | 4 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q4 2022 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2023 | 4 |
Triumph Capital Management | 4 | 4 | 0.13% | 0.15% | 0.17% | Q2 2021 | Q1 2022 | 4 |
HFG Advisors, Inc. | 4 | 4 | 1.61% | 1.97% | 2.17% | Q4 2021 | Q3 2022 | 4 |
MASSMUTUAL TRUST CO FSB/ADV | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q1 2023 | 4 |
Carmel Capital Partners, LLC | 3 | 1 | 0.00% | 0.09% | 0.25% | Q4 2021 | Q3 2023 | 4 |
Continuum Advisory, LLC | 4 | 4 | 0.04% | 0.29% | 0.41% | Q4 2022 | Q3 2023 | 4 |
New England Capital Financial Advisors LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 4 |
State of Tennessee, Treasury Department | 4 | 4 | 0.06% | 0.16% | 0.32% | Q4 2021 | Q3 2022 | 4 |
Independent Advisor Alliance | 2 | 1 | 0.03% | 0.05% | 0.08% | Q3 2019 | Q4 2021 | 3 |
NORTHERN TRUST CORP | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Rehmann Capital Advisory Group | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2019 | Q4 2021 | 3 |
TCG Advisors, LP | 3 | 3 | 0.12% | 0.21% | 0.26% | Q2 2019 | Q4 2019 | 3 |
Advisor Resource Council | 1 | 1 | 0.23% | 0.26% | 0.31% | Q2 2021 | Q2 2022 | 3 |
Argent Trust Co | 2 | 1 | 0.01% | 0.04% | 0.08% | Q4 2021 | Q3 2023 | 3 |
Parkside Financial Bank & Trust | 2 | 1 | 0.00% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Banque Cantonale Vaudoise | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 3 | 3 | 1.55% | 2.15% | 3.35% | Q1 2020 | Q3 2020 | 3 |
TCI Wealth Advisors, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q2 2022 | 3 |
Squar Milner Financial Services LLC | 2 | 1 | 0.01% | 0.02% | 0.02% | Q2 2019 | Q1 2020 | 3 |
Family Management Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 3 |
Golden State Wealth Management, LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q1 2020 | 3 |
Aprio Wealth Management, LLC | 3 | 3 | 0.74% | 0.79% | 0.87% | Q4 2022 | Q2 2023 | 3 |
GW&K Investment Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Virtus Investment Advisers, Inc. | 2 | 1 | 0.43% | 4.12% | 10.96% | Q2 2019 | Q2 2020 | 3 |
Ironwood Financial, llc | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Edgestream Partners, L.P. | 3 | 3 | 0.12% | 0.14% | 0.16% | Q1 2023 | Q3 2023 | 3 |
VALLEY NATIONAL ADVISERS INC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 3 |
Cedar Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q2 2021 | Q4 2021 | 3 |
EXENCIAL WEALTH ADVISORS, LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q2 2020 | 3 |
G&S Capital LLC | 3 | 3 | 0.02% | 0.03% | 0.04% | Q2 2019 | Q4 2019 | 3 |
ACUTE INVESTMENT ADVISORY, LLC | 3 | 3 | 2.77% | 4.49% | 6.76% | Q1 2022 | Q3 2022 | 3 |
Crescent Grove Advisors, LLC | 3 | 3 | 0.05% | 0.08% | 0.12% | Q1 2023 | Q3 2023 | 3 |
Beach Point Capital Management LP | 3 | 3 | 1.80% | 7.63% | 13.56% | Q3 2020 | Q1 2021 | 3 |
QCM Cayman, Ltd. | 2 | 1 | 0.63% | 1.41% | 1.94% | Q3 2020 | Q4 2021 | 3 |
DARK FOREST CAPITAL MANAGEMENT LP | 3 | 3 | 0.31% | 0.43% | 0.55% | Q1 2023 | Q3 2023 | 3 |
Wright Fund Management, LLC | 2 | 1 | 13.77% | 21.61% | 31.73% | Q4 2022 | Q3 2023 | 3 |
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 3 |
Fort Point Capital Partners LLC | 3 | 3 | 0.15% | 0.17% | 0.19% | Q4 2021 | Q2 2022 | 3 |
Intrua Financial, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q2 2022 | 3 |
Total Clarity Wealth Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q2 2022 | 3 |
Cornerstone Planning Group LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Twelve Points Wealth Management LLC | 3 | 3 | 0.37% | 0.53% | 0.70% | Q4 2021 | Q2 2022 | 3 |
Darwin Wealth Management, LLC | 2 | 1 | 0.00% | 0.50% | 0.83% | Q1 2020 | Q1 2021 | 3 |
Cresset Asset Management, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q2 2022 | 3 |
First Citizens Asset Management, Inc. | 3 | 3 | 0.39% | 0.42% | 0.47% | Q1 2023 | Q3 2023 | 3 |
Claraphi Advisory Network, LLC | 1 | 1 | 0.03% | 0.13% | 0.26% | Q3 2019 | Q2 2022 | 3 |
Advisor Group, Inc. | 3 | 3 | 0.10% | 0.18% | 0.25% | Q2 2019 | Q4 2019 | 3 |
VisionPoint Advisory Group, LLC | 2 | 1 | 0.02% | 0.15% | 0.34% | Q4 2022 | Q3 2023 | 3 |
Trexquant Investment LP | 1 | 1 | 0.01% | 0.02% | 0.02% | Q4 2021 | Q3 2023 | 3 |
CAPSTONE INVESTMENT ADVISORS, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 3 | 3 | 0.17% | 0.32% | 0.42% | Q2 2019 | Q4 2019 | 3 |
Beaumont Financial Partners, LLC | 2 | 1 | 0.02% | 0.05% | 0.07% | Q3 2019 | Q1 2022 | 3 |
JAMES INVESTMENT RESEARCH INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
Clearstead Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WBH ADVISORY INC | 2 | 1 | 0.05% | 0.08% | 0.14% | Q3 2022 | Q2 2023 | 3 |
Meridian Wealth Partners, LLC | 3 | 3 | 0.13% | 0.16% | 0.20% | Q4 2019 | Q2 2020 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Crow Point Partners, LLC | 3 | 3 | 0.12% | 2.98% | 8.53% | Q2 2019 | Q4 2019 | 3 |
Japan Science & Technology Agency | 3 | 3 | 3.90% | 3.98% | 4.10% | Q1 2023 | Q3 2023 | 3 |
WealthPlan Investment Management, LLC | 2 | 1 | 0.04% | 0.05% | 0.07% | Q1 2022 | Q4 2022 | 3 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 3 | 3 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q4 2019 | 3 |
GSA CAPITAL PARTNERS LLP | 3 | 3 | 1.33% | 4.99% | 8.55% | Q1 2020 | Q3 2020 | 3 |
Allianz Asset Management GmbH | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q2 2022 | 3 |
IAMS WEALTH MANAGEMENT, LLC | 2 | 1 | 0.38% | 0.85% | 1.38% | Q4 2022 | Q3 2023 | 3 |
Evolution Wealth Advisors, LLC | 2 | 1 | 0.00% | 0.04% | 0.12% | Q4 2019 | Q3 2021 | 3 |
PATHSTONE FAMILY OFFICE, LLC | 2 | 1 | 0.00% | 0.02% | 0.06% | Q2 2019 | Q3 2023 | 3 |
Transform Wealth, LLC | 3 | 3 | 1.03% | 1.71% | 2.93% | Q2 2019 | Q4 2019 | 3 |
B. Riley Wealth Management, Inc. | 2 | 1 | 0.00% | 0.04% | 0.10% | Q1 2021 | Q2 2022 | 3 |
Azimuth Capital Investment Management LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
McClarren Financial Advisors, Inc. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q2 2023 | 3 |
Astor Investment Management LLC | 3 | 3 | 0.53% | 0.90% | 1.38% | Q1 2021 | Q3 2021 | 3 |
American Trust | 2 | 1 | 0.03% | 0.03% | 0.04% | Q2 2022 | Q1 2023 | 3 |
Cardan Capital Partners, LLC | 3 | 3 | 0.90% | 0.97% | 1.04% | Q2 2019 | Q4 2019 | 3 |
Zions Bancorporation, N.A. | 3 | 3 | 0.00% | 0.00% | 0.01% | Q2 2019 | Q4 2019 | 3 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 3 | 0.00% | 0.07% | 0.14% | Q3 2022 | Q1 2023 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
TRANSCEND CAPITAL ADVISORS, LLC | 2 | 1 | 0.06% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 3 |
QUATTRO FINANCIAL ADVISORS LLC | 3 | 3 | 0.13% | 0.14% | 0.14% | Q4 2022 | Q2 2023 | 3 |
ARGI Investment Services, LLC | 2 | 1 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q1 2022 | 3 |
Virtus ETF Advisers LLC | 2 | 1 | 0.04% | 0.04% | 0.05% | Q2 2020 | Q2 2021 | 3 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.03% | 0.17% | 0.25% | Q2 2021 | Q4 2022 | 3 |
CHANNEL WEALTH LLC | 3 | 3 | 0.19% | 0.23% | 0.28% | Q1 2023 | Q3 2023 | 3 |
Oxbow Advisors, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2019 | 3 |
Genesee Capital Advisors, LLC | 3 | 3 | 0.69% | 0.78% | 0.86% | Q3 2021 | Q1 2022 | 3 |
HANCOCK WHITNEY INVESTMENT SERVICES INC. | 3 | 3 | 0.09% | 0.22% | 0.30% | Q4 2021 | Q2 2022 | 3 |
Newfleet Asset Management, LLC | 3 | 3 | 2.45% | 11.73% | 28.99% | Q4 2020 | Q2 2021 | 3 |
ETRADE Capital Management LLC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q3 2020 | 3 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 3 |
Personal Capital Advisors Corp | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2022 | 3 |
ADVENTIST HEALTH SYSTEM SUNBELT HEALTHCARE CORP | 3 | 3 | 3.46% | 3.67% | 4.03% | Q2 2019 | Q4 2019 | 3 |
Pine Valley Investments Ltd Liability Co | 3 | 3 | 0.03% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
Simmons Bank | 3 | 3 | 0.24% | 0.24% | 0.25% | Q2 2019 | Q4 2019 | 3 |
QUEST CAPITAL MANAGEMENT INC /ADV | 3 | 3 | 0.06% | 0.07% | 0.07% | Q3 2019 | Q1 2020 | 3 |
K2 PRINCIPAL FUND, L.P. | 2 | 2 | 0.80% | 1.16% | 1.79% | Q1 2020 | Q2 2020 | 3 |
Kore Private Wealth LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
ShoreHaven Wealth Partners, LLC | 3 | 3 | 1.25% | 1.44% | 1.54% | Q4 2022 | Q2 2023 | 3 |
TELEMUS CAPITAL, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q1 2023 | Q3 2023 | 3 |
SUNTRUST BANKS INC | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2019 | Q3 2019 | 2 |
H&H Retirement Design & Management INC | 2 | 2 | 0.95% | 1.10% | 1.26% | Q1 2020 | Q2 2020 | 2 |
Intelligence Driven Advisers, LLC | 1 | 1 | 0.07% | 0.19% | 0.32% | Q2 2019 | Q3 2022 | 2 |
Winfield Associates, Inc. | 2 | 2 | 0.12% | 0.13% | 0.13% | Q2 2019 | Q3 2019 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q1 2022 | 2 |
GTS SECURITIES LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Financial Enhancement Group LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
Guidant Wealth Advisors | 2 | 2 | 0.34% | 1.85% | 3.37% | Q2 2019 | Q3 2019 | 2 |
FIRST FINANCIAL CORP /IN/ | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2020 | Q3 2020 | 2 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 2 | 2 | 0.32% | 0.42% | 0.51% | Q4 2021 | Q1 2022 | 2 |
CIBC Private Wealth Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
LGT Financial Advisors LLC | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2023 | Q3 2023 | 2 |
Tarbox Family Office, Inc. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q3 2021 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Prestige Wealth Management Group LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q1 2023 | Q2 2023 | 2 |
Price Capital Management, Inc. | 2 | 2 | 0.56% | 0.69% | 0.82% | Q3 2019 | Q4 2019 | 2 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.00% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 2 |
Headlands Technologies LLC | 1 | 1 | 0.01% | 0.49% | 0.98% | Q4 2022 | Q2 2023 | 2 |
Grey Fox Wealth Advisors, LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q4 2022 | Q1 2023 | 2 |
Auour Investments LLC | 2 | 2 | 0.33% | 0.35% | 0.37% | Q2 2023 | Q3 2023 | 2 |
WEDBUSH SECURITIES INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q2 2020 | 2 |
BB&T SECURITIES, LLC | 2 | 2 | 0.07% | 0.08% | 0.09% | Q2 2019 | Q3 2019 | 2 |
ORG Partners LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
TUDOR INVESTMENT CORP ET AL | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
Alberta Investment Management Corp | 2 | 2 | 0.34% | 0.46% | 0.57% | Q3 2020 | Q4 2020 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.70% | 0.89% | 1.07% | Q2 2019 | Q2 2022 | 2 |
AXS Investments LLC | 2 | 2 | 0.18% | 0.35% | 0.53% | Q2 2023 | Q3 2023 | 2 |
SouthState Corp | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
Charter Oak Capital Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
WEXFORD CAPITAL LP | 1 | 1 | 0.03% | 0.03% | 0.04% | Q4 2019 | Q2 2022 | 2 |
AXA S.A. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q3 2019 | 2 |
Moisand Fitzgerald Tamayo, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 2 |
FEDERAL RESERVE BANK OF NEW YORK | 2 | 2 | 6.56% | 6.66% | 6.76% | Q4 2020 | Q1 2021 | 2 |
Fermata Advisors, LLC | 2 | 2 | 0.10% | 0.30% | 0.50% | Q2 2021 | Q3 2021 | 2 |
BOKF, NA | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Western Standard LLC | 2 | 2 | 0.45% | 1.57% | 2.68% | Q4 2019 | Q1 2020 | 2 |
Sonora Investment Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Intergy Private Wealth, LLC | 2 | 2 | 0.41% | 0.89% | 1.36% | Q4 2021 | Q1 2022 | 2 |
Coppell Advisory Solutions Corp. | 2 | 2 | 1.67% | 1.68% | 1.70% | Q4 2022 | Q1 2023 | 2 |
Hall Kathryn A. | 2 | 2 | 0.14% | 0.17% | 0.20% | Q2 2020 | Q3 2020 | 2 |
STATE OF WISCONSIN INVESTMENT BOARD | 1 | 1 | 0.06% | 0.13% | 0.20% | Q1 2020 | Q1 2021 | 2 |
UNIVEST FINANCIAL Corp | 2 | 2 | 0.07% | 0.21% | 0.35% | Q3 2022 | Q4 2022 | 2 |
Portside Wealth Group, LLC | 2 | 2 | 0.47% | 0.48% | 0.48% | Q2 2023 | Q3 2023 | 2 |
TrinityPoint Wealth, LLC | 2 | 2 | 0.74% | 0.83% | 0.92% | Q2 2020 | Q3 2020 | 2 |
United Capital Management of KS, Inc. | 2 | 2 | 2.62% | 2.67% | 2.72% | Q3 2019 | Q4 2019 | 2 |
Peak Financial Management, Inc. | 1 | 1 | 0.08% | 0.10% | 0.12% | Q4 2021 | Q4 2022 | 2 |
Point72 Asset Management, L.P. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Bridgewater Advisors Inc. | 2 | 2 | 0.05% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
NICHOLAS COMPANY, INC. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Laurel Wealth Advisors LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
EHP Funds Inc. | 2 | 2 | 3.64% | 5.97% | 8.31% | Q4 2022 | Q1 2023 | 2 |
Solstein Capital, LLC | 1 | 1 | 0.01% | 0.25% | 0.50% | Q2 2019 | Q3 2021 | 2 |
Foresight Wealth Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
Strategic Wealth Investment Group, LLC | 2 | 2 | 0.37% | 0.48% | 0.59% | Q4 2019 | Q1 2020 | 2 |
Blue Trust, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q4 2019 | 2 |
All Season Financial Advisors, Inc. | 2 | 2 | 4.87% | 5.25% | 5.63% | Q3 2022 | Q4 2022 | 2 |
Paragon Advisors, LLC | 2 | 2 | 0.76% | 1.01% | 1.26% | Q3 2022 | Q4 2022 | 2 |
PIN OAK INVESTMENT ADVISORS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
UBS ASSET MANAGEMENT AMERICAS INC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
J2 Capital Management Inc | 2 | 2 | 0.83% | 0.89% | 0.94% | Q4 2021 | Q1 2022 | 2 |
Marquette Asset Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Deer Park Road Corp | 1 | 1 | 0.73% | 0.98% | 1.24% | Q3 2019 | Q4 2022 | 2 |
Covington Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
New Millennium Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
TFO Wealth Partners, LLC | 1 | 1 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 2 |
Cercano Management LLC | 2 | 2 | 6.76% | 6.81% | 6.85% | Q4 2022 | Q1 2023 | 2 |
HM PAYSON & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 2 |
HHM Wealth Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Tatro Capital, LLC | 2 | 2 | 0.20% | 0.22% | 0.24% | Q3 2020 | Q4 2020 | 2 |
LOWERY THOMAS, LLC | 2 | 2 | 0.50% | 0.85% | 1.20% | Q4 2021 | Q1 2022 | 2 |
FIRST HORIZON CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Hutchens & Kramer Investment Management Group, LLC | 1 | 1 | 2.65% | 3.58% | 4.51% | Q1 2022 | Q1 2023 | 2 |
BROWN WEALTH MANAGEMENT, LLC | 2 | 2 | 0.94% | 1.02% | 1.10% | Q2 2023 | Q3 2023 | 2 |
Procyon Advisors, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q1 2020 | Q2 2020 | 2 |
Advisory Alpha, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q4 2022 | 2 |
Mutual Advisors, LLC | 1 | 1 | 0.07% | 0.08% | 0.10% | Q1 2023 | Q3 2023 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.01% | Q2 2021 | Q3 2021 | 2 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 1 | 1 | 0.06% | 0.78% | 1.51% | Q4 2019 | Q4 2020 | 2 |
VOLORIDGE INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.25% | 0.32% | 0.38% | Q1 2020 | Q3 2020 | 2 |
Bayesian Capital Management, LP | 2 | 2 | 0.09% | 0.10% | 0.10% | Q3 2019 | Q4 2019 | 2 |
Wayfinding Financial, LLC | 2 | 2 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q3 2023 | 2 |
KING LUTHER CAPITAL MANAGEMENT CORP | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
FAIRFIELD, BUSH & CO. | 1 | 1 | 0.01% | 0.02% | 0.02% | Q2 2022 | Q2 2023 | 2 |
NICOLET BANKSHARES INC | 1 | 1 | 0.08% | 0.09% | 0.11% | Q4 2022 | Q2 2023 | 2 |
Alaska Wealth Advisors | 2 | 2 | 0.08% | 0.10% | 0.12% | Q4 2019 | Q1 2020 | 2 |
Clearstead Trust, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
OPPENHEIMER ASSET MANAGEMENT INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
ICA Group Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 2 |
Quad-Cities Investment Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
Weaver Consulting Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
MESIROW FINANCIAL INVESTMENT MANAGEMENT - Fixed Income | 1 | 1 | 5.65% | 6.66% | 7.66% | Q4 2022 | Q3 2023 | 2 |
QUADRANT CAPITAL GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q1 2020 | 2 |
Roble, Belko & Company, Inc | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
GERMAN AMERICAN BANCORP, INC. | 2 | 2 | 0.03% | 0.55% | 1.07% | Q4 2022 | Q1 2023 | 2 |
Hoxton Planning & Management, LLC | 2 | 2 | 0.16% | 0.21% | 0.27% | Q4 2022 | Q1 2023 | 2 |
Stearns Financial Services Group | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q1 2020 | 2 |
JUNCTURE WEALTH STRATEGIES, LLC | 2 | 2 | 0.25% | 0.31% | 0.36% | Q2 2019 | Q3 2019 | 2 |
Avalon Investment & Advisory | 2 | 2 | 0.05% | 0.08% | 0.11% | Q3 2019 | Q4 2019 | 2 |
TORONTO DOMINION BANK | 2 | 2 | 0.13% | 0.13% | 0.13% | Q2 2020 | Q3 2020 | 2 |
Capital CS Group, LLC | 2 | 2 | 0.29% | 0.30% | 0.30% | Q2 2023 | Q3 2023 | 2 |
CERTUITY, LLC | 1 | 1 | 0.05% | 0.06% | 0.06% | Q4 2019 | Q4 2019 | 2 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 2 | 2 | 0.01% | 0.02% | 0.03% | Q2 2019 | Q3 2019 | 2 |
Brinker Capital Investments, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q2 2019 | Q1 2022 | 2 |
Idaho Trust Bank | 2 | 2 | 1.64% | 1.67% | 1.71% | Q2 2023 | Q3 2023 | 2 |
Peloton Wealth Strategists | 2 | 2 | 0.87% | 0.92% | 0.98% | Q2 2020 | Q3 2020 | 2 |
RWA WEALTH PARTNERS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
HITE Hedge Asset Management LLC | 2 | 2 | 0.84% | 0.88% | 0.91% | Q3 2021 | Q4 2021 | 2 |
Community Bank, N.A. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q3 2019 | 2 |
Human Investing LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q3 2020 | 2 |
VERUS CAPITAL PARTNERS, LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q4 2019 | Q1 2020 | 2 |
CIBC WORLD MARKET INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
CATALYST PRIVATE WEALTH, LLC | 2 | 2 | 0.33% | 0.59% | 0.85% | Q1 2022 | Q2 2022 | 2 |
Moneda S.A. Administradora General de Fondos | 2 | 2 | 0.25% | 0.32% | 0.39% | Q1 2023 | Q2 2023 | 2 |
Advisors Capital Management, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q4 2021 | 2 |
Strategic Wealth Partners, Ltd. | 2 | 2 | 0.00% | 0.02% | 0.04% | Q2 2019 | Q3 2019 | 2 |
PFS INVESTMENTS INC. | 2 | 2 | 0.18% | 0.18% | 0.18% | Q2 2019 | Q3 2019 | 2 |
CMH Wealth Management LLC | 1 | 1 | 0.14% | 0.31% | 0.47% | Q4 2019 | Q4 2022 | 2 |
Endurance Wealth Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Clarity Financial LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q2 2023 | Q3 2023 | 2 |
Balboa Wealth Partners | 2 | 2 | 0.08% | 0.13% | 0.18% | Q2 2023 | Q3 2023 | 2 |
City State Bank | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Clear Perspective Advisors, LLC | 2 | 2 | 0.03% | 0.04% | 0.04% | Q2 2019 | Q3 2019 | 2 |
MATHER GROUP, LLC. | 2 | 2 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q1 2020 | 2 |
NORTHSTAR WEALTH PARTNERS LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q3 2019 | Q4 2019 | 2 |
HIGHLAND PEAK CAPITAL, LLC | 1 | 1 | 18.60% | 18.60% | 18.60% | Q4 2022 | Q4 2022 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Lion Street Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
TIAA Kaspick, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2020 | Q2 2020 | 1 |
Northwest Bank & Trust Co | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2023 | Q2 2023 | 1 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q4 2021 | Q4 2021 | 1 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Omega Financial Group, LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2021 | Q4 2021 | 1 |
Pointe Capital Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q1 2023 | 1 |
Harel Insurance Investments & Financial Services Ltd. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2020 | Q4 2020 | 1 |
SBK Financial, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Altus Wealth Group LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q4 2020 | 1 |
Ameliora Wealth Management Ltd. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
TFG Advisers LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Lansing Street Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
MKP Capital Management, L.L.C. | 1 | 1 | 17.46% | 17.46% | 17.46% | Q2 2022 | Q2 2022 | 1 |
Tradewinds, LLC. | 1 | 1 | 0.29% | 0.29% | 0.29% | Q4 2022 | Q4 2022 | 1 |
CITIZENS & NORTHERN CORP | 1 | 1 | 0.26% | 0.26% | 0.26% | Q2 2020 | Q2 2020 | 1 |
Nishkama Capital, LLC | 1 | 1 | 14.88% | 14.88% | 14.88% | Q4 2020 | Q4 2020 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Nilsine Partners, LLC | 1 | 1 | 0.33% | 0.33% | 0.33% | Q1 2023 | Q1 2023 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Western Pacific Wealth Management, LP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2022 | Q3 2022 | 1 |
Envestnet Portfolio Solutions, Inc. | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2023 | Q3 2023 | 1 |
SUN LIFE FINANCIAL INC | 1 | 1 | 1.09% | 1.09% | 1.09% | Q1 2023 | Q1 2023 | 1 |
SECURITY NATIONAL BANK OF SO DAK | 1 | 1 | 0.32% | 0.32% | 0.32% | Q2 2021 | Q2 2021 | 1 |
1834 INVESTMENT ADVISORS CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Mid-American Wealth Advisory Group, Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2021 | Q4 2021 | 1 |
Wealthspire Advisors, L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
ALBION FINANCIAL GROUP /UT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
JFS WEALTH ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Ruggie Capital Group | 1 | 1 | 0.45% | 0.45% | 0.45% | Q3 2019 | Q3 2019 | 1 |
Executive Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Kathmere Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
Stonehearth Capital Management, LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q1 2022 | Q1 2022 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
BADGLEY PHELPS & BELL INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
ACG Wealth | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Laurel Wealth Advisors, Inc. | 1 | 1 | 0.21% | 0.21% | 0.21% | Q4 2019 | Q4 2019 | 1 |
Permit Capital Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Sea Otter Advisors LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2023 | Q1 2023 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
FIRST INTERSTATE BANK | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2019 | Q2 2019 | 1 |
Municipal Employees' Retirement System of Michigan | 1 | 1 | 5.14% | 5.14% | 5.14% | Q1 2020 | Q1 2020 | 1 |
Interchange Capital Partners, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Clear Creek Financial Management, LLC | 1 | 1 | 0.45% | 0.45% | 0.45% | Q4 2022 | Q4 2022 | 1 |
Financial Management Professionals, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
WFA of San Diego, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
SevenBridge Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
Foster Victor Wealth Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2019 | Q4 2019 | 1 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
MIRABELLA FINANCIAL SERVICES LLP | 1 | 1 | 0.57% | 0.57% | 0.57% | Q1 2022 | Q1 2022 | 1 |
SYMONS CAPITAL MANAGEMENT INC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2020 | Q1 2020 | 1 |
InterOcean Capital Group, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q2 2022 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
CWA Asset Management Group, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Towerpoint Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2019 | 1 |
Keel Point, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2020 | Q2 2020 | 1 |
FARMERS & MERCHANTS INVESTMENTS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Institute for Wealth Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Julex Capital Management, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2019 | Q2 2019 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
BANK OF THE WEST | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
AMERICAN NATIONAL BANK | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
SeaTown Holdings Pte. Ltd. | 1 | 1 | 3.17% | 3.17% | 3.17% | Q2 2020 | Q2 2020 | 1 |
Financial Sense Advisors, Inc. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q2 2019 | Q2 2019 | 1 |
Stratos Investment Management, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2021 | Q3 2021 | 1 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Athanor Capital, LP | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2020 | Q1 2020 | 1 |
SWMG, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2022 | Q3 2022 | 1 |
White Lighthouse Investment Management Inc. | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
Inspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Holloway Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Cambria Investment Management, L.P. | 1 | 1 | 1.10% | 1.10% | 1.10% | Q2 2019 | Q2 2019 | 1 |
Fusion Capital, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q1 2022 | Q1 2022 | 1 |
Fondren Management LP | 1 | 1 | 1.81% | 1.81% | 1.81% | Q1 2020 | Q1 2020 | 1 |
Bellecapital International Ltd. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q2 2019 | Q2 2019 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
S.A. Mason LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
UBS OCONNOR LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Fragasso Group Inc. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2023 | Q4 2023 | 1 |
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | 1 | 1 | 0.66% | 0.66% | 0.66% | Q3 2023 | Q3 2023 | 1 |
Carlsbad Wealth Advisory Group, Inc. | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2023 | Q2 2023 | 1 |
BUCKINGHAM STRATEGIC PARTNERS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
American Institute for Advanced Investment Management, LLP | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Doyle Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Samalin Investment Counsel, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Bell Rock Capital LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Mach-1 Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
tru Independence LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
TILIA FIDUCIARY PARTNERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
DFPG INVESTMENTS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
USCA RIA LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q2 2019 | Q2 2019 | 1 |
Cribstone Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BLUE SQUARE ASSET MANAGEMENT, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2020 | Q1 2020 | 1 |
Allred Capital Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Hedeker Wealth, LLC | 1 | 1 | 1.19% | 1.19% | 1.19% | Q2 2019 | Q2 2019 | 1 |
WIN ADVISORS, INC | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2022 | Q1 2022 | 1 |
Garrett Wealth Advisory Group, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2019 | Q3 2019 | 1 |
Outlook Wealth Advisors, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2020 | Q1 2020 | 1 |
MONROE BANK & TRUST/MI | 1 | 1 | 2.03% | 2.03% | 2.03% | Q2 2019 | Q2 2019 | 1 |
Sowa Financial Group, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2023 | Q4 2023 | 1 |
StrategIQ Financial Group, LLC | 1 | 1 | 0.24% | 0.24% | 0.24% | Q2 2019 | Q2 2019 | 1 |
SCHRODERS IS Ltd | 1 | 1 | 24.25% | 24.25% | 24.25% | Q1 2022 | Q1 2022 | 1 |
DAVENPORT & Co LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Evolution Advisers, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VALLEY WEALTH MANAGERS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2020 | Q2 2020 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2020 | Q3 2020 | 1 |
Barrett Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
Warberg Asset Management LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q3 2022 | Q3 2022 | 1 |
WJ Interests, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Mine & Arao Wealth Creation & Management, LLC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Value Monitoring, Inc. | 1 | 1 | 16.71% | 16.71% | 16.71% | Q3 2019 | Q3 2019 | 1 |
Intrinsic Edge Capital Management LLC | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2022 | Q4 2022 | 1 |
ALLSTATE INVESTMENT MANAGEMENT CO | 1 | 1 | 0.58% | 0.58% | 0.58% | Q4 2022 | Q4 2022 | 1 |
New England Investment & Retirement Group, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2020 | Q1 2020 | 1 |
BANK HAPOALIM BM | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2021 | Q2 2021 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Raab & Moskowitz Asset Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
LEVEL FOUR ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
Summit X, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2020 | 1 |
ICON ADVISERS INC/CO | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
TORTOISE CAPITAL ADVISORS, L.L.C. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2019 | Q2 2019 | 1 |
BARINGS LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2022 | Q4 2022 | 1 |
CARL STUART INVESTMENT ADVISOR, INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
Nachman Norwood & Parrott, Inc | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
GoalVest Advisory LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
IPG Investment Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
R. G. NIEDERHOFFER CAPITAL MANAGEMENT INC | 1 | 1 | 4.83% | 4.83% | 4.83% | Q3 2019 | Q3 2019 | 1 |
LEUTHOLD GROUP, LLC | 1 | 1 | 0.57% | 0.57% | 0.57% | Q3 2020 | Q3 2020 | 1 |
Kistler-Tiffany Companies, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
VANGUARD GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
TIEMANN INVESTMENT ADVISORS, LLC | 1 | 1 | 0.17% | 0.17% | 0.17% | Q3 2023 | Q3 2023 | 1 |
Prosperity Consulting Group, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
Permian Investment Partners, LP | 1 | 1 | 0.49% | 0.49% | 0.49% | Q1 2022 | Q1 2022 | 1 |
Maven Securities LTD | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
BerganKDV Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
GUARDIAN LIFE INSURANCE CO OF AMERICA | 1 | 1 | 0.21% | 0.21% | 0.21% | Q2 2019 | Q2 2019 | 1 |
Adams Wealth Management | 1 | 1 | 0.48% | 0.48% | 0.48% | Q3 2022 | Q3 2022 | 1 |
Virtu Financial LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2019 | Q2 2019 | 1 |
First Command Advisory Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
SIGNET FINANCIAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Latitude Advisors, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2022 | Q1 2022 | 1 |
Aft, Forsyth & Sober, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2019 | Q4 2019 | 1 |
CTC Capital Management, LLC | 1 | 1 | 16.73% | 16.73% | 16.73% | Q2 2022 | Q2 2022 | 1 |
Invesco Ltd. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Andrew Hill Investment Advisors, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
EWG Elevate Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
FIRST UNITED BANK & TRUST | 1 | 1 | 0.15% | 0.15% | 0.15% | Q4 2019 | Q4 2019 | 1 |
Bluefin Trading, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q3 2019 | Q3 2019 | 1 |
Rinkey Investments | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2021 | Q4 2021 | 1 |
T. Rowe Price Investment Management, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
SHEETS SMITH WEALTH MANAGEMENT | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Elliott Investment Management L.P. | 1 | 1 | 1.88% | 1.88% | 1.88% | Q4 2022 | Q4 2022 | 1 |
StoneX Group Inc. | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2019 | Q4 2019 | 1 |
HORIZON BANCORP INC /IN/ | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2022 | Q4 2022 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2023 | Q3 2023 | 1 |
Centiva Capital, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2022 | Q3 2022 | 1 |
CABANA LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2020 | Q2 2020 | 1 |
Greenland Capital Management LP | 1 | 1 | 0.48% | 0.48% | 0.48% | Q4 2022 | Q4 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Aristides Capital LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q4 2019 | Q4 2019 | 1 |
Key Bridge Compliance, LLC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
TCWP LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
Cerity Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Koss-Olinger Consulting, LLC | 1 | 1 | 6.06% | 6.06% | 6.06% | Q1 2021 | Q1 2021 | 1 |
Blackstone Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2022 | Q3 2022 | 1 |
OTA Financial Group L.P. | 1 | 1 | 2.91% | 2.91% | 2.91% | Q2 2020 | Q2 2020 | 1 |
THOMPSON SIEGEL & WALMSLEY LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q1 2023 | 1 |
Iron Horse Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2020 | Q1 2020 | 1 |
CYPRESS FINANCIAL PLANNING LLC | 1 | 1 | 0.14% | 0.14% | 0.14% | Q2 2022 | Q2 2022 | 1 |
FREEDOM WEALTH ALLIANCE, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
Carolina Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Trilantic Capital Management L.P. | 1 | 1 | 0.98% | 0.98% | 0.98% | Q1 2022 | Q1 2022 | 1 |
Capula Management Ltd | 1 | 1 | 3.36% | 3.36% | 3.36% | Q2 2019 | Q2 2019 | 1 |
Alpine Global Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q2 2023 | Q2 2023 | 1 |
OLD SECOND NATIONAL BANK OF AURORA | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2019 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
WEALTHCARE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
SIENA CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
FIDUCIARY TRUST CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
Bison Wealth, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2019 | 1 |
HBC Financial Services, PLLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2022 | Q2 2022 | 1 |
Clarus Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Fieldpoint Private Securities, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q1 2022 | 1 |
Bryn Mawr Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2022 | Q4 2022 | 1 |
Miracle Mile Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KCS Wealth Advisory | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Sandy Spring Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Peterson Wealth Advisors, LLC | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2022 | Q1 2022 | 1 |
Bramshill Investments, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Balentine LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
MYCIO WEALTH PARTNERS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
CENTRAL TRUST Co | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
Lebenthal Global Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Planned Solutions, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
Paragon Capital Management Ltd | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Kensington Asset Management, LLC | 1 | 1 | 7.40% | 7.40% | 7.40% | Q2 2023 | Q2 2023 | 1 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 7.93% | 7.93% | 7.93% | Q2 2019 | Q2 2019 | 1 |
FWL INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Dixon Hughes Goodman Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
MYDA Advisors LLC | 1 | 1 | 1.17% | 1.17% | 1.17% | Q3 2023 | Q3 2023 | 1 |
Vigilant Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
HOWE & RUSLING INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
STEPH & CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
NATIXIS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SPDR SER TR or have owned SPDR SER TR in the past.