Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
GOLDMAN SACHS GROUP INC | 42 | 4 | 0.00% | 0.03% | 0.17% | Q1 2012 | Q3 2023 | 131 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 42 | 42 | 0.00% | 0.01% | 0.05% | Q2 2013 | Q3 2023 | 122 |
CITIGROUP INC | 42 | 42 | 0.00% | 0.05% | 0.25% | Q2 2013 | Q3 2023 | 120 |
BANK OF AMERICA CORP /DE/ | 42 | 42 | 0.00% | 0.03% | 0.17% | Q2 2013 | Q3 2023 | 111 |
BARCLAYS PLC | 42 | 42 | 0.00% | 0.04% | 0.79% | Q2 2013 | Q3 2023 | 110 |
Parallax Volatility Advisers, L.P. | 41 | 41 | 0.00% | 0.02% | 0.47% | Q2 2013 | Q2 2023 | 110 |
Walleye Trading LLC | 37 | 4 | 0.00% | 0.01% | 0.16% | Q2 2013 | Q3 2023 | 104 |
UBS Group AG | 36 | 36 | 0.00% | 0.02% | 0.10% | Q4 2014 | Q3 2023 | 99 |
Citadel Advisors | 31 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 93 |
Cutler Group LLC / CA | 32 | 32 | 0.00% | 0.04% | 0.39% | Q4 2015 | Q3 2023 | 88 |
MILLENNIUM MANAGEMENT LLC | 23 | 1 | 0.00% | 0.03% | 0.20% | Q2 2013 | Q3 2023 | 86 |
Jefferies Group LLC | 22 | 14 | 0.00% | 0.09% | 0.63% | Q2 2013 | Q3 2022 | 84 |
CREDIT SUISSE AG/ | 43 | 43 | 0.00% | 0.02% | 0.13% | Q1 2013 | Q3 2023 | 84 |
JANE STREET GROUP, LLC | 35 | 1 | 0.00% | 0.03% | 0.23% | Q2 2014 | Q3 2023 | 82 |
WELLS FARGO & COMPANY/MN | 42 | 42 | 0.00% | 0.03% | 0.11% | Q2 2013 | Q3 2023 | 81 |
Paloma Partners Management Co | 34 | 1 | 0.00% | 0.16% | 0.97% | Q2 2013 | Q3 2023 | 77 |
BNP PARIBAS FINANCIAL MARKETS | 42 | 42 | 0.00% | 0.08% | 0.53% | Q2 2013 | Q3 2023 | 76 |
WOLVERINE TRADING, LLC | 16 | 2 | 0.00% | 0.02% | 0.14% | Q2 2016 | Q3 2023 | 76 |
HSBC HOLDINGS PLC | 47 | 47 | 0.00% | 0.01% | 0.08% | Q1 2012 | Q3 2023 | 72 |
ROYAL BANK OF CANADA | 42 | 42 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q3 2023 | 71 |
Twin Tree Management, LP | 14 | 4 | 0.00% | 0.07% | 0.38% | Q4 2012 | Q1 2022 | 59 |
HUNTINGTON NATIONAL BANK | 40 | 18 | 0.00% | 0.01% | 0.04% | Q1 2009 | Q3 2023 | 58 |
BANK OF MONTREAL /CAN/ | 39 | 2 | 0.00% | 0.01% | 0.12% | Q2 2013 | Q3 2023 | 54 |
Creative Planning | 33 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 53 |
TWO SIGMA SECURITIES, LLC | 14 | 1 | 0.00% | 0.13% | 3.80% | Q1 2015 | Q2 2023 | 48 |
MUFG Americas Holdings Corp | 48 | 48 | 0.00% | 0.02% | 0.11% | Q4 2010 | Q3 2022 | 48 |
CAPITAL FUND MANAGEMENT S.A. | 6 | 1 | 0.00% | 0.02% | 0.09% | Q4 2014 | Q3 2023 | 46 |
HighTower Advisors, LLC | 42 | 42 | 0.00% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 45 |
KEYBANK NATIONAL ASSOCIATION/OH | 44 | 44 | 0.00% | 0.01% | 0.01% | Q4 2012 | Q3 2023 | 44 |
BAR HARBOR WEALTH MANAGEMENT | 43 | 43 | 0.17% | 0.31% | 0.41% | Q1 2013 | Q3 2023 | 43 |
Freedom Investment Management, Inc. | 43 | 43 | 0.04% | 0.12% | 0.49% | Q1 2013 | Q3 2023 | 43 |
Cetera Advisor Networks LLC | 43 | 43 | 0.01% | 0.09% | 0.53% | Q1 2013 | Q3 2023 | 43 |
Veritable, L.P. | 43 | 43 | 0.05% | 0.06% | 0.08% | Q4 2012 | Q2 2023 | 43 |
RAYMOND JAMES & ASSOCIATES | 42 | 42 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q3 2023 | 43 |
Boltwood Capital Management | 43 | 43 | 0.15% | 0.49% | 0.78% | Q2 2013 | Q4 2023 | 43 |
First National Bank of Hutchinson | 42 | 42 | 0.13% | 0.24% | 0.37% | Q2 2013 | Q3 2023 | 42 |
ASSOCIATED BANC-CORP | 42 | 42 | 0.02% | 0.03% | 0.05% | Q2 2013 | Q3 2023 | 42 |
FIRST NATIONAL TRUST CO | 42 | 42 | 0.06% | 0.18% | 0.31% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO | 42 | 42 | 0.00% | 0.00% | 0.05% | Q2 2013 | Q3 2023 | 42 |
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 42 | 42 | 0.00% | 0.06% | 0.57% | Q2 2013 | Q3 2023 | 42 |
First Horizon Advisors, Inc. | 41 | 1 | 0.02% | 0.04% | 0.08% | Q1 2012 | Q3 2023 | 42 |
ARROW FINANCIAL CORP | 42 | 42 | 0.03% | 0.19% | 0.32% | Q2 2013 | Q3 2023 | 42 |
FIRST MERCHANTS CORP | 42 | 42 | 0.25% | 0.45% | 0.73% | Q2 2013 | Q3 2023 | 42 |
US BANCORP \DE\ | 42 | 42 | 0.01% | 0.02% | 0.04% | Q2 2013 | Q3 2023 | 42 |
WHITTIER TRUST CO OF NEVADA INC | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
Bank of New York Mellon Corp | 42 | 42 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 42 |
Hills Bank & Trust Co | 42 | 42 | 0.28% | 1.01% | 2.00% | Q2 2013 | Q3 2023 | 42 |
Callan Capital, LLC | 42 | 42 | 0.17% | 0.41% | 0.78% | Q2 2013 | Q3 2023 | 42 |
TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 42 | 42 | 0.00% | 0.20% | 1.05% | Q2 2013 | Q3 2023 | 42 |
NORTHERN TRUST CORP | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
AMERIPRISE FINANCIAL INC | 42 | 42 | 0.00% | 0.05% | 0.29% | Q2 2013 | Q3 2023 | 42 |
MORGAN STANLEY | 42 | 42 | 0.03% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
MARTIN & CO INC /TN/ | 42 | 42 | 1.28% | 1.82% | 3.04% | Q2 2013 | Q3 2023 | 42 |
Sandy Spring Bank | 42 | 42 | 0.14% | 0.26% | 0.40% | Q2 2013 | Q3 2023 | 42 |
PNC FINANCIAL SERVICES GROUP, INC. | 42 | 42 | 0.01% | 0.03% | 0.15% | Q2 2013 | Q3 2023 | 42 |
Windsor Capital Management, LLC | 42 | 42 | 0.16% | 0.30% | 0.52% | Q2 2013 | Q3 2023 | 42 |
GLENMEDE TRUST CO NA | 42 | 42 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2023 | 42 |
FIFTH THIRD BANCORP | 42 | 42 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 42 |
GW HENSSLER & ASSOCIATES LTD | 42 | 42 | 0.60% | 1.00% | 1.65% | Q2 2013 | Q3 2023 | 42 |
LPL Financial LLC | 42 | 42 | 0.02% | 0.06% | 0.13% | Q2 2013 | Q3 2023 | 42 |
BENJAMIN F. EDWARDS & COMPANY, INC. | 42 | 42 | 0.00% | 0.25% | 0.68% | Q2 2013 | Q3 2023 | 42 |
JPMORGAN CHASE & CO | 42 | 42 | 0.00% | 0.01% | 0.07% | Q2 2013 | Q3 2023 | 42 |
Carnegie Capital Asset Management, LLC | 42 | 42 | 0.03% | 0.06% | 0.14% | Q2 2013 | Q3 2023 | 42 |
FORVIS Wealth Advisors, LLC | 42 | 42 | 0.05% | 0.14% | 0.50% | Q2 2013 | Q3 2023 | 42 |
LEE DANNER & BASS INC | 42 | 42 | 0.13% | 0.18% | 0.26% | Q2 2013 | Q3 2023 | 42 |
Nelson Capital Management, LLC | 42 | 42 | 0.13% | 0.20% | 0.31% | Q2 2013 | Q3 2023 | 42 |
NBT BANK N A /NY | 42 | 42 | 0.21% | 0.33% | 0.44% | Q2 2013 | Q3 2023 | 42 |
Evercore Wealth Management, LLC | 42 | 42 | 0.02% | 0.05% | 0.12% | Q2 2013 | Q3 2023 | 42 |
TRUST CO OF VIRGINIA /VA | 42 | 42 | 0.86% | 1.04% | 1.16% | Q2 2013 | Q3 2023 | 42 |
DUMONT & BLAKE INVESTMENT ADVISORS LLC | 42 | 42 | 0.76% | 0.87% | 1.20% | Q2 2013 | Q3 2023 | 42 |
ENVESTNET ASSET MANAGEMENT INC | 42 | 42 | 0.01% | 0.13% | 1.28% | Q2 2013 | Q3 2023 | 42 |
KCM INVESTMENT ADVISORS LLC | 42 | 42 | 0.06% | 0.23% | 0.43% | Q2 2013 | Q3 2023 | 42 |
HARBOUR INVESTMENT MANAGEMENT LLC | 42 | 42 | 1.24% | 1.49% | 1.80% | Q2 2013 | Q3 2023 | 42 |
SG Americas Securities, LLC | 21 | 20 | 0.00% | 0.10% | 0.36% | Q2 2013 | Q3 2023 | 41 |
Kessler Investment Group, LLC | 40 | 1 | 0.09% | 0.71% | 1.44% | Q2 2013 | Q3 2023 | 41 |
Spot Trading L.L.C | 16 | 16 | 0.00% | 0.04% | 0.30% | Q2 2013 | Q1 2017 | 41 |
TRUST CO OF OKLAHOMA | 28 | 13 | 0.78% | 1.04% | 1.29% | Q2 2013 | Q3 2023 | 41 |
Exchange Capital Management, Inc. | 27 | 14 | 0.01% | 0.12% | 0.27% | Q2 2013 | Q3 2023 | 41 |
Cambridge Investment Research Advisors, Inc. | 41 | 41 | 0.01% | 0.04% | 0.13% | Q3 2013 | Q3 2023 | 41 |
FINANCIAL COUNSELORS INC | 28 | 13 | 0.04% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 41 |
Capital Investment Advisors, LLC | 41 | 41 | 0.01% | 0.06% | 0.37% | Q4 2013 | Q4 2023 | 41 |
SPINNAKER TRUST | 28 | 13 | 0.02% | 0.27% | 0.89% | Q2 2013 | Q3 2023 | 41 |
ASSETMARK, INC | 41 | 41 | 0.00% | 0.28% | 2.84% | Q3 2013 | Q3 2023 | 41 |
CENTRAL TRUST Co | 39 | 2 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q3 2023 | 41 |
THRIVENT FINANCIAL FOR LUTHERANS | 32 | 1 | 0.00% | 0.09% | 0.23% | Q2 2013 | Q3 2023 | 40 |
Private Advisor Group, LLC | 40 | 40 | 0.00% | 0.07% | 0.21% | Q4 2013 | Q3 2023 | 40 |
MERIDIAN INVESTMENT COUNSEL INC. | 40 | 40 | 0.78% | 1.05% | 1.64% | Q4 2013 | Q3 2023 | 40 |
ALPS ADVISORS INC | 28 | 6 | 0.09% | 0.15% | 0.26% | Q2 2013 | Q3 2023 | 40 |
FMR LLC | 37 | 3 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 40 |
NOMURA HOLDINGS INC | 8 | 1 | 0.00% | 0.03% | 0.29% | Q2 2013 | Q3 2023 | 40 |
Janney Montgomery Scott LLC | 29 | 11 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q3 2023 | 40 |
Swan Global Investments, LLC | 40 | 40 | 0.52% | 5.33% | 9.33% | Q4 2013 | Q3 2023 | 40 |
D L CARLSON INVESTMENT GROUP INC | 40 | 40 | 0.16% | 0.43% | 0.78% | Q4 2013 | Q3 2023 | 40 |
MASSMUTUAL TRUST CO FSB/ADV | 29 | 11 | 0.02% | 0.17% | 0.31% | Q4 2013 | Q4 2023 | 40 |
TWO SIGMA INVESTMENTS, LP | 7 | 2 | 0.00% | 0.04% | 0.25% | Q3 2013 | Q3 2022 | 39 |
CHILTON CAPITAL MANAGEMENT LLC | 33 | 3 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q3 2023 | 39 |
ADIRONDACK TRUST CO | 39 | 39 | 0.00% | 0.06% | 0.13% | Q1 2014 | Q3 2023 | 39 |
UNITED CAPITAL FINANCIAL ADVISORS, LLC | 21 | 9 | 0.00% | 0.22% | 1.98% | Q2 2013 | Q3 2023 | 39 |
St. Johns Investment Management Company, LLC | 39 | 39 | 0.09% | 0.57% | 1.08% | Q1 2014 | Q3 2023 | 39 |
M&T BANK CORP | 15 | 1 | 0.00% | 0.00% | 0.11% | Q2 2013 | Q3 2023 | 39 |
TOTH FINANCIAL ADVISORY CORP | 30 | 9 | 0.11% | 0.50% | 1.12% | Q2 2013 | Q3 2023 | 39 |
FIRST UNITED BANK & TRUST | 15 | 11 | 0.09% | 0.26% | 0.60% | Q2 2013 | Q2 2023 | 39 |
United Asset Strategies, Inc. | 24 | 1 | 0.05% | 0.86% | 4.57% | Q3 2013 | Q3 2023 | 39 |
Hirtle Callaghan & Co LLC | 34 | 5 | 0.00% | 0.74% | 5.51% | Q3 2013 | Q3 2023 | 39 |
STIFEL FINANCIAL CORP | 39 | 39 | 0.01% | 0.02% | 0.05% | Q1 2014 | Q3 2023 | 39 |
OPPENHEIMER & CO INC | 30 | 8 | 0.01% | 0.03% | 0.08% | Q2 2013 | Q3 2023 | 38 |
COMMERCE BANK | 38 | 38 | 0.01% | 0.19% | 0.56% | Q2 2014 | Q3 2023 | 38 |
Stillwater Investment Management, LLC | 38 | 38 | 0.96% | 1.26% | 1.92% | Q4 2013 | Q1 2023 | 38 |
Tower Research Capital LLC (TRC) | 35 | 3 | 0.00% | 0.22% | 1.11% | Q4 2013 | Q3 2023 | 38 |
Ledyard National Bank | 37 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q4 2022 | 38 |
OLD NATIONAL BANCORP /IN/ | 38 | 38 | 0.08% | 0.33% | 0.62% | Q2 2014 | Q3 2023 | 38 |
DOWLING & YAHNKE LLC | 38 | 38 | 0.35% | 0.51% | 0.60% | Q2 2013 | Q3 2022 | 38 |
Winch Advisory Services, LLC | 34 | 3 | 0.00% | 0.55% | 2.27% | Q1 2014 | Q3 2023 | 37 |
Advisory Services Network, LLC | 27 | 2 | 0.01% | 0.07% | 0.29% | Q4 2013 | Q3 2023 | 37 |
CONDOR CAPITAL MANAGEMENT | 25 | 12 | 0.03% | 0.30% | 0.59% | Q2 2013 | Q3 2023 | 37 |
Bollard Group LLC | 37 | 37 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2023 | 37 |
J.P. Morgan Private Wealth Advisors LLC | 32 | 2 | 0.00% | 0.03% | 0.13% | Q1 2014 | Q3 2023 | 37 |
CAPE ANN SAVINGS BANK | 17 | 1 | 0.60% | 0.90% | 1.27% | Q2 2013 | Q3 2023 | 37 |
MURPHY CAPITAL MANAGEMENT INC | 37 | 37 | 0.20% | 0.40% | 0.75% | Q2 2013 | Q2 2022 | 37 |
Lowe Wealth Advisors, LLC | 37 | 37 | 0.00% | 0.01% | 0.05% | Q4 2014 | Q4 2023 | 37 |
CWM, LLC | 24 | 4 | 0.00% | 0.18% | 2.83% | Q4 2013 | Q3 2023 | 36 |
BlackRock Inc. | 33 | 33 | 0.00% | 0.01% | 0.08% | Q3 2015 | Q3 2023 | 36 |
Raymond James Financial Services Advisors, Inc. | 30 | 1 | 0.01% | 0.04% | 0.16% | Q2 2013 | Q3 2023 | 36 |
Cypress Capital Management LLC (WY) | 36 | 36 | 0.02% | 0.31% | 1.03% | Q4 2014 | Q3 2023 | 36 |
BUTENSKY & COHEN FINANCIAL SECURITY, INC | 36 | 36 | 0.38% | 0.64% | 0.84% | Q4 2014 | Q3 2023 | 36 |
Ameritas Investment Partners, Inc. | 36 | 36 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 36 |
Cranbrook Wealth Management, LLC | 36 | 36 | 0.14% | 0.88% | 1.60% | Q4 2014 | Q3 2023 | 36 |
Bray Capital Advisors | 36 | 36 | 0.47% | 0.74% | 1.05% | Q4 2014 | Q3 2023 | 36 |
Cetera Advisors LLC | 24 | 3 | 0.02% | 0.05% | 0.13% | Q2 2014 | Q3 2023 | 36 |
Oakworth Capital, Inc. | 36 | 36 | 0.00% | 0.30% | 1.94% | Q4 2014 | Q3 2023 | 36 |
Financial Architects, Inc | 18 | 4 | 0.02% | 0.08% | 0.26% | Q2 2013 | Q2 2023 | 36 |
Biltmore Wealth Management, LLC | 36 | 36 | 1.05% | 4.20% | 8.80% | Q4 2014 | Q3 2023 | 36 |
B. Riley Wealth Advisors, Inc. | 30 | 6 | 0.01% | 0.07% | 0.14% | Q3 2013 | Q3 2023 | 36 |
Squarepoint Ops LLC | 12 | 1 | 0.00% | 0.08% | 0.70% | Q3 2016 | Q3 2023 | 36 |
Sabal Trust CO | 21 | 3 | 0.03% | 0.09% | 0.17% | Q2 2013 | Q3 2023 | 36 |
NATIXIS ADVISORS, L.P. | 35 | 35 | 0.01% | 0.04% | 0.11% | Q2 2013 | Q4 2021 | 35 |
Legal & General Group Plc | 32 | 3 | 0.00% | 0.01% | 0.01% | Q3 2014 | Q3 2023 | 35 |
Bangor Savings Bank | 29 | 6 | 0.02% | 0.32% | 0.55% | Q2 2013 | Q3 2023 | 35 |
DEUTSCHE BANK AG\ | 23 | 6 | 0.00% | 0.01% | 0.05% | Q3 2013 | Q3 2023 | 35 |
AGF INVESTMENTS INC. | 30 | 5 | 0.00% | 0.26% | 0.52% | Q3 2013 | Q3 2022 | 35 |
TORONTO DOMINION BANK | 27 | 1 | 0.00% | 0.00% | 0.01% | Q1 2013 | Q3 2023 | 35 |
CIBC WORLD MARKET INC. | 20 | 1 | 0.00% | 0.05% | 0.66% | Q2 2013 | Q3 2023 | 35 |
Country Club Trust Company, n.a. | 35 | 35 | 0.03% | 0.09% | 0.51% | Q2 2013 | Q4 2021 | 35 |
Bartlett & Co. LLC | 26 | 9 | 0.01% | 0.02% | 0.02% | Q2 2013 | Q1 2022 | 35 |
Carroll Financial Associates, Inc. | 35 | 35 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q4 2021 | 35 |
ROCKLAND TRUST CO | 33 | 1 | 0.04% | 0.24% | 1.97% | Q4 2014 | Q3 2023 | 34 |
Baird Financial Group, Inc. | 34 | 34 | 0.00% | 0.04% | 0.19% | Q2 2015 | Q3 2023 | 34 |
SOL Capital Management CO | 34 | 34 | 0.08% | 0.30% | 0.47% | Q2 2015 | Q3 2023 | 34 |
Fiduciary Group LLC | 34 | 34 | 0.04% | 0.06% | 0.13% | Q2 2015 | Q3 2023 | 34 |
COUNTRY TRUST BANK | 34 | 34 | 0.09% | 0.69% | 1.35% | Q3 2015 | Q4 2023 | 34 |
MV CAPITAL MANAGEMENT, INC. | 17 | 3 | 0.01% | 0.25% | 1.50% | Q4 2014 | Q3 2023 | 34 |
OPTIMUM INVESTMENT ADVISORS | 29 | 5 | 0.01% | 0.05% | 0.11% | Q3 2013 | Q4 2023 | 34 |
MANUFACTURERS LIFE INSURANCE COMPANY, THE | 20 | 1 | 0.00% | 0.00% | 0.02% | Q4 2013 | Q3 2023 | 34 |
D.A. DAVIDSON & CO. | 24 | 10 | 0.00% | 0.01% | 0.10% | Q2 2013 | Q1 2023 | 34 |
FIL Ltd | 34 | 34 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2023 | 34 |
Mirae Asset Global Investments Co., Ltd. | 14 | 1 | 0.01% | 0.10% | 0.52% | Q4 2013 | Q3 2023 | 33 |
SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 33 | 33 | 0.01% | 0.28% | 0.64% | Q2 2013 | Q2 2021 | 33 |
Endurance Wealth Management, Inc. | 33 | 33 | 0.00% | 0.02% | 0.03% | Q2 2015 | Q2 2023 | 33 |
Prospera Financial Services Inc | 14 | 1 | 0.01% | 1.02% | 6.86% | Q2 2013 | Q3 2023 | 33 |
North Star Investment Management Corp. | 16 | 6 | 0.00% | 0.02% | 0.03% | Q1 2014 | Q3 2023 | 33 |
Community Bank, N.A. | 27 | 6 | 0.00% | 0.09% | 0.14% | Q4 2014 | Q3 2023 | 33 |
HAP Trading, LLC | 8 | 1 | 0.00% | 0.03% | 0.30% | Q2 2013 | Q3 2023 | 33 |
Krilogy Financial LLC | 33 | 33 | 0.12% | 0.20% | 0.45% | Q3 2015 | Q3 2023 | 33 |
CITIZENS FINANCIAL GROUP INC/RI | 32 | 32 | 0.04% | 0.51% | 1.29% | Q4 2015 | Q3 2023 | 32 |
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 24 | 8 | 0.00% | 0.05% | 0.16% | Q2 2014 | Q3 2023 | 32 |
BALYASNY ASSET MANAGEMENT L.P. | 12 | 1 | 0.00% | 0.09% | 0.74% | Q3 2014 | Q3 2023 | 32 |
MOTCO | 28 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2021 | 32 |
Harel Insurance Investments & Financial Services Ltd. | 32 | 32 | 0.00% | 0.03% | 0.15% | Q4 2015 | Q3 2023 | 32 |
IFP Advisors, Inc | 17 | 14 | 0.00% | 0.03% | 0.09% | Q4 2015 | Q3 2023 | 31 |
Transamerica Financial Advisors, Inc. | 23 | 1 | 0.00% | 0.91% | 6.88% | Q2 2013 | Q3 2023 | 31 |
Simmons Bank | 31 | 31 | 0.08% | 0.13% | 0.22% | Q1 2016 | Q3 2023 | 31 |
BOKF, NA | 12 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2023 | 31 |
WBH ADVISORY INC | 28 | 3 | 0.08% | 0.23% | 0.43% | Q4 2015 | Q3 2023 | 31 |
Allworth Financial LP | 31 | 31 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q3 2023 | 31 |
Paradigm Financial Advisors, LLC | 22 | 9 | 0.09% | 0.76% | 2.00% | Q1 2014 | Q4 2021 | 31 |
Jackson, Grant Investment Advisers, Inc. | 31 | 31 | 0.00% | 0.01% | 0.04% | Q4 2015 | Q2 2023 | 31 |
Stillwater Capital Advisors, LLC | 31 | 31 | 0.16% | 0.28% | 0.38% | Q1 2016 | Q3 2023 | 31 |
FARMERS & MERCHANTS INVESTMENTS INC | 19 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 31 |
Private Wealth Advisors, Inc. | 31 | 31 | 0.37% | 0.47% | 0.56% | Q2 2013 | Q4 2020 | 31 |
Mount Lucas Management LP | 11 | 1 | 0.02% | 1.50% | 3.36% | Q2 2013 | Q4 2022 | 31 |
Bristlecone Advisors, LLC | 18 | 13 | 0.02% | 0.10% | 0.21% | Q4 2015 | Q3 2023 | 31 |
CAMBRIDGE TRUST CO | 28 | 1 | 0.01% | 0.04% | 0.28% | Q3 2014 | Q3 2023 | 31 |
SYNOVUS FINANCIAL CORP | 11 | 10 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 31 |
Institute for Wealth Management, LLC. | 18 | 1 | 0.04% | 0.67% | 3.37% | Q2 2013 | Q3 2023 | 31 |
Geneos Wealth Management Inc. | 26 | 4 | 0.00% | 0.01% | 0.27% | Q1 2016 | Q3 2023 | 30 |
CAPTRUST FINANCIAL ADVISORS | 28 | 2 | 0.00% | 0.02% | 0.06% | Q4 2015 | Q3 2023 | 30 |
OLD SECOND NATIONAL BANK OF AURORA | 20 | 10 | 0.00% | 0.31% | 0.66% | Q1 2015 | Q1 2023 | 30 |
Baker Avenue Asset Management, LP | 25 | 1 | 0.01% | 0.27% | 0.94% | Q4 2013 | Q3 2023 | 30 |
BLAIR WILLIAM & CO/IL | 30 | 30 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 30 |
Sigma Planning Corp | 30 | 30 | 0.03% | 0.10% | 0.28% | Q2 2016 | Q3 2023 | 30 |
NATIXIS | 19 | 1 | 0.01% | 0.29% | 0.82% | Q2 2013 | Q3 2023 | 30 |
Migdal Insurance & Financial Holdings Ltd. | 30 | 30 | 0.00% | 0.06% | 0.18% | Q4 2015 | Q1 2023 | 30 |
HOWE & RUSLING INC | 30 | 30 | 0.00% | 0.04% | 0.13% | Q2 2016 | Q3 2023 | 30 |
BTR CAPITAL MANAGEMENT INC | 15 | 1 | 0.03% | 0.09% | 0.38% | Q2 2013 | Q1 2022 | 30 |
Daiwa Securities Group Inc. | 29 | 29 | 0.00% | 0.00% | 0.01% | Q3 2016 | Q3 2023 | 30 |
Stratos Wealth Partners, LTD. | 27 | 1 | 0.01% | 0.05% | 0.34% | Q1 2015 | Q3 2023 | 30 |
First Allied Advisory Services, Inc. | 30 | 30 | 0.01% | 0.06% | 0.14% | Q2 2013 | Q3 2020 | 30 |
Brookstone Capital Management | 14 | 2 | 0.01% | 0.46% | 3.57% | Q4 2013 | Q3 2023 | 29 |
GREENLEAF TRUST | 15 | 14 | 0.00% | 0.01% | 0.01% | Q2 2016 | Q3 2023 | 29 |
SIGNATUREFD, LLC | 11 | 1 | 0.00% | 0.00% | 0.01% | Q3 2013 | Q3 2023 | 29 |
People's United Financial, Inc. | 17 | 6 | 0.00% | 0.03% | 0.08% | Q2 2013 | Q1 2022 | 29 |
Man Group plc | 12 | 1 | 0.00% | 0.01% | 0.09% | Q1 2018 | Q3 2023 | 29 |
MARSHALL WACE, LLP | 9 | 1 | 0.00% | 0.03% | 0.12% | Q3 2015 | Q3 2023 | 29 |
Mechanics Bank Trust Department | 29 | 29 | 0.20% | 0.28% | 0.46% | Q3 2016 | Q3 2023 | 29 |
Livingston Group Asset Management CO (operating as Southport Capital Management) | 27 | 1 | 0.04% | 0.37% | 0.73% | Q2 2013 | Q4 2021 | 29 |
PINNACLE FINANCIAL PARTNERS INC | 14 | 4 | 0.01% | 0.03% | 0.12% | Q4 2014 | Q3 2023 | 29 |
Winslow, Evans & Crocker, Inc. | 29 | 29 | 0.00% | 0.10% | 0.53% | Q4 2013 | Q4 2020 | 29 |
CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 12 | 5 | 0.00% | 0.05% | 0.13% | Q2 2014 | Q3 2023 | 28 |
Abbrea Capital, LLC | 28 | 28 | 0.21% | 0.30% | 0.45% | Q4 2016 | Q3 2023 | 28 |
Parallel Advisors, LLC | 28 | 28 | 0.01% | 0.01% | 0.03% | Q4 2016 | Q3 2023 | 28 |
Manchester Capital Management LLC | 28 | 28 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q1 2020 | 28 |
BAINCO INTERNATIONAL INVESTORS | 28 | 28 | 0.62% | 1.25% | 2.34% | Q1 2013 | Q4 2019 | 28 |
Steward Partners Investment Advisory, LLC | 28 | 28 | 0.01% | 0.03% | 0.06% | Q4 2016 | Q3 2023 | 28 |
CONFLUENCE INVESTMENT MANAGEMENT LLC | 13 | 3 | 0.02% | 0.06% | 0.15% | Q2 2013 | Q1 2022 | 28 |
MONETARY MANAGEMENT GROUP INC | 28 | 28 | 0.02% | 0.08% | 0.17% | Q4 2016 | Q3 2023 | 28 |
STATE STREET CORP | 10 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 28 |
Global Retirement Partners, LLC | 28 | 28 | 0.01% | 0.05% | 0.57% | Q4 2016 | Q3 2023 | 28 |
WP Advisors, LLC | 28 | 28 | 0.82% | 1.47% | 2.34% | Q4 2016 | Q3 2023 | 28 |
BOYS ARNOLD & CO INC | 28 | 28 | 0.22% | 0.36% | 0.78% | Q2 2013 | Q1 2020 | 28 |
MML INVESTORS SERVICES, LLC | 27 | 27 | 0.02% | 0.10% | 1.74% | Q1 2017 | Q3 2023 | 27 |
LADENBURG THALMANN FINANCIAL SERVICES INC. | 27 | 27 | 0.02% | 0.18% | 1.19% | Q2 2013 | Q4 2019 | 27 |
NEXT Financial Group, Inc | 14 | 13 | 0.01% | 0.03% | 0.11% | Q3 2014 | Q4 2021 | 27 |
Ayalon Insurance Comp Ltd. | 24 | 1 | 0.17% | 1.43% | 2.12% | Q1 2015 | Q3 2023 | 27 |
Plante Moran Financial Advisors, LLC | 15 | 1 | 0.00% | 0.01% | 0.05% | Q2 2014 | Q3 2023 | 27 |
Atria Investments, Inc | 15 | 1 | 0.01% | 0.32% | 1.71% | Q2 2013 | Q1 2023 | 27 |
1832 Asset Management L.P. | 13 | 1 | 0.00% | 0.01% | 0.06% | Q2 2015 | Q3 2023 | 27 |
CMH Wealth Management LLC | 20 | 7 | 1.20% | 1.52% | 1.87% | Q4 2016 | Q3 2023 | 27 |
Buckingham Capital Management, Inc. | 15 | 12 | 0.04% | 0.12% | 0.22% | Q4 2014 | Q3 2023 | 27 |
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 21 | 1 | 0.01% | 0.09% | 0.18% | Q3 2015 | Q3 2023 | 27 |
Beaumont Financial Partners, LLC | 8 | 1 | 0.08% | 0.79% | 2.38% | Q2 2013 | Q1 2022 | 26 |
Venturi Wealth Management, LLC | 14 | 2 | 0.03% | 0.22% | 1.34% | Q4 2015 | Q3 2023 | 26 |
Johnson Financial Group, Inc. | 21 | 1 | 0.00% | 0.05% | 0.30% | Q2 2013 | Q1 2022 | 26 |
Family Legacy, Inc. | 24 | 2 | 0.56% | 0.66% | 0.83% | Q1 2017 | Q3 2023 | 26 |
GYROSCOPE CAPITAL MANAGEMENT GROUP, LLC | 26 | 26 | 0.10% | 0.18% | 0.26% | Q2 2017 | Q3 2023 | 26 |
Abbot Financial Management, Inc. | 26 | 26 | 0.59% | 0.73% | 0.92% | Q2 2017 | Q3 2023 | 26 |
BB&T SECURITIES, LLC | 26 | 26 | 0.00% | 0.07% | 0.47% | Q2 2013 | Q3 2019 | 26 |
BESSEMER GROUP INC | 14 | 1 | 0.00% | 0.08% | 0.42% | Q2 2013 | Q3 2023 | 26 |
NAVELLIER & ASSOCIATES INC | 9 | 1 | 0.02% | 0.32% | 1.28% | Q3 2012 | Q3 2023 | 26 |
PROFFITT & GOODSON INC | 26 | 26 | 0.00% | 0.11% | 0.39% | Q4 2016 | Q1 2023 | 26 |
BUCKINGHAM STRATEGIC WEALTH, LLC | 26 | 26 | 0.01% | 0.07% | 0.28% | Q2 2017 | Q3 2023 | 26 |
REGIONS FINANCIAL CORP | 10 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q3 2023 | 25 |
Jump Trading, LLC | 4 | 1 | 0.00% | 0.06% | 0.97% | Q2 2013 | Q1 2019 | 25 |
Kingsview Wealth Management, LLC | 6 | 2 | 0.00% | 0.65% | 1.47% | Q1 2017 | Q3 2023 | 25 |
Avidian Wealth Solutions, LLC | 7 | 1 | 0.04% | 1.65% | 4.20% | Q4 2013 | Q2 2022 | 25 |
Anchor Investment Management, LLC | 25 | 25 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2023 | 25 |
PITTENGER & ANDERSON INC | 25 | 25 | 0.00% | 0.06% | 0.24% | Q2 2013 | Q2 2019 | 25 |
Madden Advisory Services, Inc. | 25 | 25 | 0.18% | 0.39% | 0.47% | Q2 2013 | Q2 2019 | 25 |
Patten Group, Inc. | 15 | 1 | 0.02% | 0.04% | 0.08% | Q4 2014 | Q3 2023 | 25 |
CHEMUNG CANAL TRUST CO | 15 | 1 | 0.18% | 1.24% | 2.56% | Q3 2016 | Q4 2023 | 25 |
BDO Wealth Advisors, LLC | 25 | 25 | 0.04% | 0.07% | 0.19% | Q2 2017 | Q2 2023 | 25 |
Gradient Investments LLC | 24 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 25 |
Hugh Johnson Advisors LLC | 25 | 25 | 1.21% | 1.87% | 2.55% | Q2 2013 | Q2 2019 | 25 |
INGALLS & SNYDER LLC | 25 | 25 | 0.01% | 0.02% | 0.03% | Q3 2017 | Q3 2023 | 25 |
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | 25 | 25 | 0.16% | 1.78% | 3.64% | Q2 2013 | Q2 2019 | 25 |
Wealth Advisors of Tampa Bay, LLC | 24 | 24 | 0.88% | 1.09% | 1.30% | Q4 2017 | Q3 2023 | 24 |
Crewe Advisors LLC | 24 | 24 | 0.01% | 0.01% | 0.10% | Q4 2017 | Q3 2023 | 24 |
MainStreet Investment Advisors LLC | 24 | 24 | 0.26% | 0.43% | 0.53% | Q4 2017 | Q3 2023 | 24 |
VISTA INVESTMENT MANAGEMENT | 24 | 24 | 0.39% | 0.45% | 0.58% | Q4 2017 | Q3 2023 | 24 |
Westside Investment Management, Inc. | 15 | 1 | 0.00% | 0.01% | 0.03% | Q1 2017 | Q3 2023 | 24 |
OPPENHEIMER ASSET MANAGEMENT INC. | 20 | 4 | 0.00% | 0.08% | 0.16% | Q1 2017 | Q3 2023 | 24 |
PEAK6 Investments LLC | 11 | 1 | 0.00% | 0.01% | 0.04% | Q2 2019 | Q3 2023 | 24 |
COMMONWEALTH EQUITY SERVICES, LLC | 24 | 24 | 0.01% | 0.03% | 0.07% | Q4 2017 | Q3 2023 | 24 |
Renaissance Technologies | 5 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q2 2023 | 24 |
Archford Capital Strategies, LLC | 16 | 8 | 0.12% | 0.21% | 0.44% | Q1 2014 | Q1 2020 | 24 |
ALERUS FINANCIAL NA | 14 | 1 | 0.02% | 0.44% | 1.22% | Q3 2016 | Q3 2023 | 24 |
WEBSTER BANK, N. A. | 24 | 24 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 24 |
MONROE BANK & TRUST/MI | 19 | 5 | 0.03% | 0.13% | 0.23% | Q2 2013 | Q2 2019 | 24 |
WOLVERINE ASSET MANAGEMENT LLC | 4 | 1 | 0.00% | 0.05% | 0.13% | Q2 2013 | Q4 2021 | 24 |
Patriot Financial Group Insurance Agency, LLC | 21 | 3 | 0.00% | 0.23% | 5.05% | Q2 2017 | Q3 2023 | 24 |
AdvisorNet Financial, Inc | 24 | 24 | 0.00% | 0.04% | 0.24% | Q4 2017 | Q3 2023 | 24 |
TRUIST FINANCIAL CORP | 16 | 2 | 0.01% | 0.03% | 0.08% | Q3 2013 | Q3 2023 | 24 |
TRUST DEPARTMENT MB FINANCIAL BANK N A | 24 | 24 | 0.01% | 0.65% | 1.27% | Q2 2013 | Q1 2019 | 24 |
Hanlon Investment Management, Inc. | 8 | 1 | 0.12% | 0.68% | 2.70% | Q3 2013 | Q1 2023 | 23 |
FLAGSHIP HARBOR ADVISORS, LLC | 22 | 22 | 0.00% | 0.07% | 0.32% | Q2 2018 | Q3 2023 | 23 |
CULLEN/FROST BANKERS, INC. | 19 | 4 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q3 2023 | 23 |
JUNCTURE WEALTH STRATEGIES, LLC | 19 | 4 | 0.14% | 0.58% | 1.48% | Q4 2014 | Q4 2021 | 23 |
BANK OF NOVA SCOTIA | 6 | 1 | 0.00% | 0.09% | 0.38% | Q1 2013 | Q2 2023 | 23 |
Private Wealth Advisors, LLC | 20 | 20 | 0.00% | 5.27% | 10.25% | Q4 2018 | Q3 2023 | 23 |
ACG Wealth | 14 | 9 | 0.04% | 0.28% | 0.73% | Q3 2016 | Q3 2022 | 23 |
Chesapeake Wealth Management | 23 | 23 | 0.18% | 0.28% | 0.43% | Q1 2018 | Q3 2023 | 23 |
Mount Yale Investment Advisors, LLC | 23 | 23 | 0.05% | 0.07% | 0.10% | Q1 2018 | Q3 2023 | 23 |
EDMOND DE ROTHSCHILD HOLDING S.A. | 14 | 9 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q1 2023 | 23 |
Versant Capital Management, Inc | 23 | 23 | 0.00% | 0.03% | 0.05% | Q4 2015 | Q2 2021 | 23 |
ATLAS CAPITAL ADVISORS LLC | 23 | 23 | 0.01% | 0.09% | 0.17% | Q1 2018 | Q3 2023 | 23 |
CHARTIST INC /CA/ | 12 | 11 | 0.27% | 1.31% | 3.62% | Q2 2013 | Q1 2019 | 23 |
CenterStar Asset Management, LLC | 2 | 2 | 0.00% | 0.07% | 0.20% | Q2 2018 | Q4 2021 | 23 |
RPg Family Wealth Advisory, LLC | 9 | 2 | 0.01% | 0.19% | 0.50% | Q1 2016 | Q3 2023 | 23 |
Estate Counselors, LLC | 15 | 2 | 0.04% | 0.68% | 2.81% | Q4 2016 | Q3 2023 | 23 |
SIMPLEX TRADING, LLC | 6 | 1 | 0.00% | 0.03% | 0.19% | Q3 2015 | Q3 2023 | 23 |
IHT Wealth Management, LLC | 16 | 6 | 0.00% | 0.20% | 1.02% | Q4 2016 | Q3 2023 | 22 |
COZAD ASSET MANAGEMENT INC | 22 | 22 | 0.04% | 0.09% | 0.19% | Q2 2018 | Q3 2023 | 22 |
Virtu Financial LLC | 11 | 1 | 0.01% | 0.29% | 0.74% | Q3 2013 | Q1 2023 | 22 |
Busey Bank | 20 | 1 | 0.04% | 0.08% | 0.15% | Q4 2016 | Q3 2023 | 22 |
TIAA, FSB | 11 | 11 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q2 2023 | 22 |
Cetera Investment Advisers | 12 | 4 | 0.02% | 0.04% | 0.07% | Q2 2017 | Q3 2023 | 22 |
Spectrum Management Group, LLC | 11 | 1 | 0.00% | 1.50% | 8.75% | Q3 2015 | Q3 2022 | 22 |
ProVise Management Group, LLC | 12 | 1 | 0.02% | 0.15% | 0.54% | Q3 2013 | Q3 2023 | 22 |
SeaBridge Investment Advisors LLC | 22 | 22 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2020 | 22 |
Raab & Moskowitz Asset Management LLC | 15 | 1 | 0.00% | 0.12% | 0.23% | Q4 2014 | Q3 2022 | 22 |
Pinnacle Advisory Group, Inc. | 9 | 6 | 0.02% | 0.61% | 1.93% | Q4 2013 | Q1 2021 | 22 |
FIRST INTERSTATE BANK | 12 | 10 | 0.01% | 0.66% | 1.41% | Q1 2018 | Q3 2023 | 22 |
COMERICA BANK | 12 | 1 | 0.00% | 0.00% | 0.02% | Q3 2013 | Q3 2023 | 22 |
Ausdal Financial Partners, Inc. | 18 | 1 | 0.00% | 0.22% | 0.56% | Q4 2015 | Q3 2023 | 21 |
TRUSTCORE FINANCIAL SERVICES, LLC | 21 | 21 | 0.00% | 0.01% | 0.05% | Q4 2017 | Q4 2022 | 21 |
CAPITAL WEALTH MANAGEMENT, LLC | 21 | 21 | 0.23% | 0.65% | 1.10% | Q4 2017 | Q4 2022 | 21 |
SouthState Corp | 13 | 1 | 0.02% | 0.03% | 0.11% | Q3 2013 | Q3 2023 | 21 |
Janney Capital Management LLC | 13 | 2 | 0.01% | 0.41% | 1.08% | Q2 2013 | Q2 2023 | 21 |
VALLEY NATIONAL ADVISERS INC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q3 2023 | 21 |
Sowell Financial Services LLC | 10 | 1 | 0.02% | 0.11% | 1.00% | Q4 2016 | Q3 2023 | 21 |
Pinnacle Bancorp, Inc. | 20 | 1 | 0.03% | 0.06% | 0.09% | Q1 2017 | Q3 2023 | 21 |
WASHINGTON TRUST BANK | 21 | 21 | 0.00% | 0.02% | 0.13% | Q1 2014 | Q1 2019 | 21 |
RiverGlades Family Offices LLC | 9 | 4 | 0.19% | 0.26% | 0.36% | Q4 2017 | Q3 2023 | 21 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 21 | 21 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q3 2023 | 21 |
Main Management LLC | 21 | 21 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2023 | 21 |
BANK OF THE WEST | 8 | 6 | 0.03% | 0.07% | 0.19% | Q4 2013 | Q1 2020 | 21 |
BerganKDV Wealth Management, LLC | 21 | 21 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q2 2023 | 21 |
SUN LIFE FINANCIAL INC | 21 | 21 | 0.01% | 0.43% | 1.46% | Q3 2013 | Q3 2018 | 21 |
APPLETON GROUP, LLC | 9 | 1 | 0.25% | 3.33% | 8.36% | Q2 2013 | Q2 2023 | 21 |
Rock Creek Group, LP | 21 | 21 | 0.01% | 0.28% | 0.88% | Q3 2018 | Q3 2023 | 21 |
WealthTrust Fairport, LLC | 20 | 20 | 0.01% | 0.22% | 0.30% | Q2 2014 | Q1 2019 | 20 |
BRANDYWINE OAK PRIVATE WEALTH LLC | 20 | 20 | 0.04% | 0.08% | 0.14% | Q4 2018 | Q3 2023 | 20 |
Ellis Investment Partners, LLC | 20 | 20 | 0.14% | 0.28% | 1.42% | Q4 2018 | Q3 2023 | 20 |
SECURITY NATIONAL TRUST CO | 11 | 9 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2021 | 20 |
Full Sail Capital, LLC | 20 | 20 | 0.42% | 0.68% | 0.92% | Q4 2018 | Q3 2023 | 20 |
PIN OAK INVESTMENT ADVISORS INC | 10 | 1 | 0.00% | 0.01% | 0.04% | Q4 2017 | Q3 2023 | 20 |
MCF Advisors LLC | 13 | 1 | 0.00% | 0.15% | 0.75% | Q1 2014 | Q2 2022 | 20 |
KINGS POINT CAPITAL MANAGEMENT | 20 | 20 | 0.00% | 0.01% | 0.05% | Q2 2017 | Q1 2022 | 20 |
Orca Investment Management, LLC | 12 | 8 | 0.68% | 0.90% | 1.47% | Q4 2017 | Q3 2023 | 20 |
FIRST MANHATTAN CO. LLC. | 11 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2023 | 20 |
Stratos Wealth Advisors, LLC | 20 | 20 | 0.04% | 0.15% | 0.37% | Q4 2018 | Q3 2023 | 20 |
GARRISON POINT ADVISORS, LLC | 20 | 20 | 1.09% | 1.23% | 1.37% | Q4 2018 | Q3 2023 | 20 |
CX Institutional | 15 | 5 | 0.00% | 0.60% | 1.79% | Q2 2018 | Q3 2023 | 20 |
PLIMOTH TRUST CO LLC | 10 | 1 | 0.06% | 0.09% | 0.10% | Q4 2017 | Q3 2023 | 20 |
GROUP ONE TRADING, L.P. | 6 | 1 | 0.00% | 0.00% | 0.03% | Q3 2015 | Q3 2023 | 20 |
PICTET ASSET MANAGEMENT LTD | 9 | 4 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q2 2021 | 20 |
DOW CHEMICAL CO /DE/ | 19 | 1 | 0.11% | 0.67% | 1.97% | Q2 2013 | Q3 2019 | 20 |
FIRST MIDWEST BANK TRUST DIVISION | 20 | 20 | 0.03% | 0.06% | 0.14% | Q3 2013 | Q2 2018 | 20 |
Trust Co | 20 | 20 | 0.01% | 0.73% | 1.56% | Q4 2018 | Q3 2023 | 20 |
Financial Gravity Asset Management, Inc. | 12 | 3 | 0.00% | 0.14% | 1.71% | Q1 2018 | Q3 2023 | 20 |
RiverFront Investment Group, LLC | 14 | 2 | 0.13% | 0.48% | 0.66% | Q3 2010 | Q3 2023 | 20 |
Winfield Associates, Inc. | 20 | 20 | 0.08% | 0.14% | 0.18% | Q2 2014 | Q1 2019 | 20 |
GREAT VALLEY ADVISOR GROUP, INC. | 20 | 20 | 0.15% | 0.35% | 0.64% | Q4 2018 | Q3 2023 | 20 |
Bowling Portfolio Management LLC | 12 | 2 | 0.03% | 0.36% | 0.55% | Q4 2014 | Q3 2022 | 20 |
Avitas Wealth Management LLC | 13 | 7 | 0.04% | 0.07% | 0.11% | Q2 2018 | Q3 2023 | 20 |
ORLEANS CAPITAL MANAGEMENT CORP/LA | 18 | 2 | 0.14% | 0.20% | 0.29% | Q2 2014 | Q2 2019 | 20 |
Jaffetilchin Investment Partners, LLC | 10 | 2 | 0.05% | 0.61% | 1.64% | Q1 2016 | Q1 2023 | 20 |
American Portfolios Advisors | 20 | 20 | 0.00% | 0.04% | 0.12% | Q4 2017 | Q3 2022 | 20 |
AE Wealth Management LLC | 18 | 2 | 0.01% | 0.04% | 0.10% | Q3 2018 | Q3 2023 | 20 |
Eukles Asset Management | 20 | 20 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q3 2023 | 20 |
Laurel Wealth Advisors LLC | 20 | 20 | 0.15% | 0.18% | 0.23% | Q4 2018 | Q3 2023 | 20 |
MEITAV INVESTMENT HOUSE LTD | 12 | 8 | 0.02% | 0.59% | 1.74% | Q4 2017 | Q3 2023 | 20 |
JAMES INVESTMENT RESEARCH INC | 17 | 2 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2023 | 19 |
Prestige Wealth Management Group LLC | 19 | 19 | 0.00% | 0.20% | 2.31% | Q4 2018 | Q2 2023 | 19 |
FDx Advisors, Inc. | 8 | 1 | 0.01% | 0.04% | 0.29% | Q3 2013 | Q3 2023 | 19 |
Rockefeller Capital Management L.P. | 19 | 19 | 0.01% | 0.02% | 0.05% | Q1 2019 | Q3 2023 | 19 |
USA FINANCIAL FORMULAS | 11 | 3 | 0.05% | 0.13% | 0.22% | Q2 2017 | Q3 2023 | 19 |
AGF Investments LLC | 19 | 19 | 0.00% | 2.20% | 6.00% | Q1 2018 | Q3 2022 | 19 |
Trek Financial, LLC | 19 | 19 | 0.09% | 0.25% | 0.38% | Q1 2019 | Q3 2023 | 19 |
Mariner, LLC | 8 | 1 | 0.00% | 0.04% | 0.09% | Q4 2013 | Q3 2023 | 19 |
PATHSTONE FAMILY OFFICE, LLC | 14 | 1 | 0.02% | 0.16% | 0.37% | Q2 2013 | Q3 2023 | 19 |
DUNCKER STREETT & CO INC | 11 | 2 | 0.00% | 0.01% | 0.02% | Q1 2018 | Q3 2023 | 19 |
CHURCHILL MANAGEMENT Corp | 7 | 1 | 0.28% | 1.04% | 1.85% | Q4 2013 | Q3 2023 | 19 |
MERCER GLOBAL ADVISORS INC /ADV | 19 | 19 | 0.01% | 0.01% | 0.04% | Q1 2019 | Q3 2023 | 19 |
CENTAURUS FINANCIAL, INC. | 13 | 3 | 0.03% | 0.23% | 0.89% | Q4 2017 | Q3 2023 | 19 |
Vantage Investment Advisors, LLC | 11 | 8 | 0.00% | 0.01% | 0.02% | Q4 2013 | Q3 2018 | 19 |
Psagot Value Holdings Ltd. | 8 | 1 | 0.00% | 0.07% | 1.10% | Q3 2013 | Q2 2021 | 19 |
TSFG, LLC | 19 | 19 | 0.00% | 0.03% | 0.06% | Q1 2019 | Q3 2023 | 19 |
Zurich Insurance Group Ltd/FI | 15 | 1 | 0.02% | 0.03% | 0.12% | Q3 2015 | Q3 2023 | 19 |
RESOURCES MANAGEMENT CORP /CT/ /ADV | 17 | 2 | 0.00% | 0.01% | 0.01% | Q3 2018 | Q3 2023 | 19 |
Voya Financial Advisors, Inc. | 15 | 4 | 0.01% | 0.03% | 0.09% | Q2 2016 | Q1 2021 | 19 |
PARAMETRIC PORTFOLIO ASSOCIATES LLC | 19 | 19 | 0.00% | 0.00% | 0.01% | Q3 2017 | Q1 2022 | 19 |
First National Bank of South Miami | 19 | 19 | 0.02% | 0.03% | 0.06% | Q4 2018 | Q2 2023 | 19 |
TD Ameritrade Trust Co | 8 | 2 | 0.01% | 0.06% | 0.33% | Q2 2014 | Q1 2019 | 18 |
HoyleCohen, LLC | 18 | 18 | 0.04% | 0.04% | 0.06% | Q2 2019 | Q3 2023 | 18 |
ADVANTAGE INVESTMENT MANAGEMENT, LLC | 13 | 5 | 0.00% | 0.08% | 0.20% | Q4 2014 | Q3 2019 | 18 |
Newfound Research LLC | 8 | 1 | 0.27% | 2.08% | 5.86% | Q4 2015 | Q3 2022 | 18 |
AlphaMark Advisors, LLC | 17 | 1 | 0.00% | 0.61% | 1.08% | Q2 2013 | Q3 2023 | 18 |
UBS AG | 6 | 6 | 0.00% | 0.06% | 0.20% | Q2 2013 | Q3 2014 | 18 |
ARS Investment Partners, LLC | 12 | 1 | 0.03% | 0.18% | 0.34% | Q4 2013 | Q3 2023 | 18 |
Commonwealth Equity Services, Inc | 18 | 18 | 0.01% | 0.03% | 0.05% | Q2 2013 | Q3 2017 | 18 |
Aspire Private Capital, LLC | 13 | 5 | 0.03% | 0.10% | 1.28% | Q4 2018 | Q3 2023 | 18 |
E&G Advisors, LP | 10 | 8 | 0.09% | 0.18% | 0.39% | Q4 2016 | Q3 2023 | 18 |
Ancora Advisors LLC | 16 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 18 |
TRUST CO OF VERMONT | 15 | 1 | 0.00% | 0.01% | 0.02% | Q4 2014 | Q3 2023 | 18 |
Hillswick Asset Management, LLC | 18 | 18 | 1.13% | 1.61% | 2.83% | Q4 2014 | Q1 2019 | 18 |
Verition Fund Management LLC | 4 | 1 | 0.01% | 0.12% | 0.34% | Q4 2013 | Q3 2022 | 18 |
Apriem Advisors | 16 | 2 | 0.00% | 0.02% | 0.07% | Q2 2013 | Q2 2018 | 18 |
Joseph P. Lucia & Associates, LLC | 12 | 6 | 0.05% | 0.51% | 1.10% | Q1 2019 | Q3 2023 | 18 |
FULTON BANK, N.A. | 15 | 3 | 0.07% | 0.11% | 0.15% | Q3 2016 | Q4 2023 | 18 |
Clarus Wealth Advisors | 7 | 4 | 0.04% | 2.08% | 8.71% | Q4 2017 | Q2 2023 | 17 |
NVWM, LLC | 9 | 8 | 0.00% | 0.16% | 0.42% | Q4 2017 | Q3 2023 | 17 |
Pacifica Partners Inc. | 17 | 17 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q4 2023 | 17 |
Itau Unibanco Holding S.A. | 14 | 3 | 0.04% | 0.29% | 1.02% | Q3 2016 | Q3 2023 | 17 |
Fiera Capital Corp | 12 | 2 | 0.00% | 0.01% | 0.03% | Q3 2014 | Q3 2019 | 17 |
TWO SIGMA ADVISERS, LP | 13 | 1 | 0.00% | 0.07% | 0.17% | Q1 2014 | Q2 2023 | 17 |
WRAPMANAGER INC | 8 | 1 | 0.07% | 1.91% | 7.77% | Q3 2012 | Q2 2019 | 17 |
Robertson Stephens Wealth Management, LLC | 17 | 17 | 0.09% | 0.18% | 0.43% | Q3 2019 | Q3 2023 | 17 |
WFG Advisors, LP | 17 | 17 | 0.00% | 0.14% | 0.80% | Q2 2013 | Q2 2017 | 17 |
Avion Wealth | 17 | 17 | 0.01% | 0.03% | 0.22% | Q3 2019 | Q3 2023 | 17 |
CHATHAM CAPITAL GROUP, INC. | 17 | 17 | 0.06% | 0.12% | 0.25% | Q3 2014 | Q3 2018 | 17 |
Montecito Bank & Trust | 12 | 1 | 0.01% | 0.36% | 0.84% | Q4 2016 | Q4 2023 | 17 |
Valeo Financial Advisors, LLC | 15 | 1 | 0.01% | 0.02% | 0.04% | Q3 2017 | Q1 2023 | 17 |
TEXAS PERMANENT SCHOOL FUND CORP | 16 | 1 | 0.00% | 0.01% | 0.02% | Q1 2013 | Q1 2020 | 17 |
Financial Engines Advisors L.L.C. | 16 | 1 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q3 2023 | 17 |
BREWIN DOLPHIN LTD | 17 | 17 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2021 | 17 |
Telos Capital Management, Inc. | 12 | 5 | 0.21% | 0.29% | 0.35% | Q3 2013 | Q3 2023 | 17 |
Trust Asset Management LLC | 17 | 17 | 0.06% | 0.88% | 1.24% | Q3 2019 | Q3 2023 | 17 |
Quantitative Investment Management, LLC | 3 | 1 | 0.01% | 0.99% | 3.78% | Q3 2013 | Q2 2023 | 17 |
Parkside Financial Bank & Trust | 8 | 1 | 0.00% | 0.03% | 0.08% | Q3 2015 | Q3 2023 | 17 |
Global Wealth Management Investment Advisory, Inc. | 15 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q3 2023 | 17 |
TD ASSET MANAGEMENT INC | 11 | 1 | 0.01% | 0.06% | 0.24% | Q4 2016 | Q3 2023 | 16 |
Tortoise Investment Management, LLC | 16 | 16 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q3 2018 | 16 |
D. E. Shaw & Co., Inc. | 6 | 1 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q1 2023 | 16 |
Coyle Financial Counsel LLC | 15 | 1 | 0.11% | 0.38% | 0.58% | Q4 2013 | Q1 2018 | 16 |
Risk Paradigm Group, LLC | 16 | 16 | 0.17% | 0.85% | 1.90% | Q1 2015 | Q4 2018 | 16 |
FRANKLIN RESOURCES INC | 14 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2023 | 16 |
Banque Cantonale Vaudoise | 16 | 16 | 0.01% | 0.05% | 0.15% | Q4 2019 | Q3 2023 | 16 |
Equitable Holdings, Inc. | 16 | 16 | 0.01% | 0.04% | 0.06% | Q4 2019 | Q3 2023 | 16 |
PRELUDE CAPITAL MANAGEMENT, LLC | 6 | 2 | 0.01% | 0.08% | 0.20% | Q2 2017 | Q3 2023 | 16 |
HighMark Wealth Management LLC | 16 | 16 | 0.10% | 0.11% | 0.13% | Q4 2019 | Q3 2023 | 16 |
Faithward Advisors, LLC | 16 | 16 | 0.01% | 0.08% | 0.25% | Q4 2019 | Q3 2023 | 16 |
ARROWGRASS CAPITAL PARTNERS (US) LP | 5 | 2 | 0.00% | 0.12% | 0.45% | Q2 2013 | Q4 2017 | 16 |
Ensign Peak Advisors, Inc | 16 | 16 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2023 | 16 |
PRUDENTIAL FINANCIAL INC | 13 | 3 | 0.00% | 0.01% | 0.02% | Q2 2017 | Q3 2023 | 16 |
Aberdeen Wealth Management LLC | 16 | 16 | 0.16% | 0.22% | 0.28% | Q4 2019 | Q3 2023 | 16 |
Aptus Capital Advisors, LLC | 16 | 16 | 0.00% | 0.01% | 0.10% | Q4 2019 | Q3 2023 | 16 |
Independence Bank of Kentucky | 16 | 16 | 0.01% | 0.06% | 0.16% | Q4 2019 | Q3 2023 | 16 |
Baystate Wealth Management LLC | 16 | 16 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
Virtu KCG Holdings LLC | 9 | 5 | 0.00% | 0.02% | 0.05% | Q3 2013 | Q2 2017 | 16 |
VESTOR CAPITAL, LLC | 12 | 4 | 0.01% | 0.01% | 0.01% | Q1 2019 | Q3 2023 | 16 |
PRUDENTIAL PLC | 4 | 1 | 0.00% | 2.06% | 9.79% | Q4 2016 | Q2 2023 | 16 |
Wealthcare Advisory Partners LLC | 11 | 5 | 0.00% | 0.01% | 0.02% | Q3 2017 | Q1 2022 | 16 |
Legacy Bridge, LLC | 16 | 16 | 0.01% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 16 |
MATHER GROUP, LLC. | 16 | 16 | 0.01% | 0.04% | 0.17% | Q4 2019 | Q3 2023 | 16 |
SUNTRUST BANKS INC | 11 | 1 | 0.00% | 0.01% | 0.03% | Q2 2013 | Q3 2019 | 16 |
Mutual Advisors, LLC | 12 | 1 | 0.02% | 0.06% | 0.10% | Q1 2018 | Q3 2023 | 16 |
Florin Court Capital LLP | 7 | 1 | 0.28% | 5.37% | 11.06% | Q4 2016 | Q1 2023 | 16 |
Kore Private Wealth LLC | 16 | 16 | 0.18% | 0.23% | 0.37% | Q4 2018 | Q3 2022 | 16 |
NEVILLE RODIE & SHAW INC | 16 | 16 | 0.02% | 0.09% | 0.16% | Q1 2020 | Q4 2023 | 16 |
BigSur Wealth Management LLC | 16 | 16 | 0.03% | 0.20% | 0.42% | Q4 2019 | Q3 2023 | 16 |
Foothills Asset Management, Ltd. | 16 | 16 | 1.38% | 1.78% | 1.97% | Q2 2016 | Q1 2020 | 16 |
Keebeck Wealth Management, LLC | 16 | 16 | 0.05% | 0.06% | 0.09% | Q4 2019 | Q3 2023 | 16 |
TIAA CREF TRUST CO FSB/MO | 16 | 16 | 0.01% | 0.02% | 0.03% | Q2 2013 | Q1 2017 | 16 |
TCI Wealth Advisors, Inc. | 12 | 1 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q1 2023 | 16 |
Sepio Capital, LP | 16 | 16 | 0.02% | 0.36% | 0.62% | Q1 2019 | Q4 2022 | 16 |
Sound Income Strategies, LLC | 15 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2022 | 16 |
PEAK6 Group LLC | 3 | 1 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2017 | 16 |
J. Goldman & Co LP | 6 | 1 | 0.03% | 0.10% | 0.47% | Q2 2013 | Q3 2023 | 16 |
AVANTAX ADVISORY SERVICES, INC. | 16 | 16 | 0.01% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 16 |
Hudock, Inc. | 14 | 1 | 0.00% | 0.49% | 3.01% | Q3 2015 | Q3 2023 | 15 |
MSI Financial Services Inc | 15 | 15 | 0.02% | 0.18% | 0.44% | Q2 2013 | Q4 2016 | 15 |
Capital Advisors, Ltd. LLC | 15 | 15 | 0.27% | 0.32% | 0.40% | Q1 2020 | Q3 2023 | 15 |
Brinker Capital Investments, LLC | 11 | 1 | 0.00% | 0.08% | 0.15% | Q2 2013 | Q4 2019 | 15 |
Glassman Wealth Services | 7 | 1 | 0.00% | 0.00% | 0.01% | Q4 2014 | Q3 2023 | 15 |
CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 1 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 15 |
Graypoint LLC | 15 | 15 | 0.64% | 0.89% | 1.15% | Q1 2020 | Q3 2023 | 15 |
BELLEVUE ASSET MANAGEMENT, LLC | 14 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q3 2023 | 15 |
Grassi Investment Management | 14 | 1 | 0.08% | 0.11% | 0.14% | Q1 2019 | Q3 2023 | 15 |
PARK AVENUE SECURITIES LLC | 14 | 1 | 0.01% | 0.05% | 0.34% | Q1 2017 | Q3 2023 | 15 |
LifePlan Financial Group, Inc | 11 | 4 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q3 2020 | 15 |
Hilltop Holdings Inc. | 7 | 2 | 0.04% | 0.35% | 0.80% | Q2 2013 | Q3 2023 | 15 |
Capula Management Ltd | 5 | 1 | 0.00% | 0.22% | 1.04% | Q3 2020 | Q1 2023 | 15 |
EPG Wealth Management LLC | 13 | 2 | 0.08% | 0.68% | 1.40% | Q4 2019 | Q3 2023 | 15 |
Kovack Advisors, Inc. | 12 | 1 | 0.03% | 0.04% | 0.05% | Q1 2018 | Q3 2023 | 15 |
WASHINGTON TRUST Co | 15 | 15 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2023 | 15 |
ATTICUS WEALTH MANAGEMENT, LLC | 15 | 15 | 0.02% | 0.16% | 0.31% | Q1 2020 | Q3 2023 | 15 |
JONES FINANCIAL COMPANIES LLLP | 12 | 1 | 0.00% | 0.00% | 0.02% | Q4 2014 | Q3 2023 | 15 |
Clearstead Advisors, LLC | 15 | 15 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q3 2023 | 15 |
AVIANCE CAPITAL MANAGEMENT, LLC | 8 | 1 | 0.01% | 0.18% | 0.67% | Q3 2013 | Q1 2019 | 15 |
Strategic Financial Services, Inc, | 15 | 15 | 0.65% | 0.78% | 1.00% | Q4 2013 | Q2 2017 | 15 |
HIGH POINT BANK & TRUST CO | 15 | 15 | 0.09% | 0.12% | 0.15% | Q2 2013 | Q4 2016 | 15 |
Verity Asset Management, Inc. | 7 | 1 | 0.17% | 0.38% | 0.92% | Q2 2015 | Q4 2021 | 15 |
Advisor Group, Inc. | 15 | 15 | 0.02% | 0.05% | 0.13% | Q2 2016 | Q4 2019 | 15 |
Private Wealth Strategies, L.L.C. | 12 | 3 | 0.06% | 0.10% | 0.14% | Q4 2019 | Q3 2023 | 15 |
Advisory Alpha, LLC | 10 | 5 | 0.00% | 0.34% | 0.90% | Q3 2019 | Q3 2023 | 15 |
OSAIC HOLDINGS, INC. | 15 | 15 | 0.02% | 0.05% | 0.09% | Q1 2020 | Q3 2023 | 15 |
BENJAMIN EDWARDS INC | 12 | 3 | 0.00% | 0.16% | 0.48% | Q1 2019 | Q4 2022 | 15 |
Millburn Ridgefield Corp | 15 | 15 | 0.00% | 0.11% | 0.38% | Q1 2020 | Q3 2023 | 15 |
INVESTMENT CENTERS OF AMERICA INC | 4 | 1 | 0.02% | 0.07% | 0.24% | Q2 2013 | Q3 2017 | 14 |
DIVIDEND ASSETS CAPITAL, LLC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 14 |
LBA Wealth Management, LLC | 14 | 14 | 0.20% | 0.30% | 0.48% | Q4 2013 | Q1 2017 | 14 |
Donald L. Hagan, LLC | 9 | 1 | 0.14% | 0.35% | 1.04% | Q1 2019 | Q3 2023 | 14 |
Concert Wealth Management Inc. | 7 | 7 | 0.04% | 0.08% | 0.14% | Q2 2013 | Q4 2016 | 14 |
Ranch Capital Advisors Inc. | 14 | 14 | 0.44% | 0.61% | 0.79% | Q2 2020 | Q3 2023 | 14 |
Meridian Wealth Management, LLC | 12 | 1 | 0.02% | 0.10% | 0.22% | Q1 2018 | Q3 2023 | 14 |
BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | 12 | 2 | 0.01% | 0.03% | 0.06% | Q1 2020 | Q3 2023 | 14 |
Canton Hathaway, LLC | 12 | 1 | 0.00% | 0.59% | 0.90% | Q3 2018 | Q3 2023 | 14 |
Intellectus Partners, LLC | 8 | 6 | 0.01% | 0.10% | 0.20% | Q4 2016 | Q2 2020 | 14 |
Laidlaw Wealth Management LLC | 13 | 1 | 0.08% | 0.27% | 0.55% | Q4 2019 | Q3 2023 | 14 |
Cornerstone Advisory, LLC | 13 | 1 | 0.00% | 0.14% | 0.21% | Q1 2017 | Q4 2021 | 14 |
Capital Investment Advisory Services, LLC | 11 | 3 | 0.00% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 14 |
Black Swift Group, LLC | 6 | 1 | 0.01% | 0.96% | 2.32% | Q2 2017 | Q3 2023 | 14 |
Jacobi Capital Management LLC | 8 | 2 | 0.00% | 0.01% | 0.07% | Q1 2018 | Q2 2022 | 14 |
Spruce Investment Advisors LLC | 14 | 14 | 0.20% | 1.38% | 4.01% | Q3 2014 | Q4 2017 | 14 |
TRAIN BABCOCK ADVISORS LLC | 8 | 6 | 0.07% | 0.08% | 0.11% | Q3 2013 | Q2 2017 | 14 |
Financial Advocates Investment Management | 14 | 14 | 0.04% | 0.10% | 0.14% | Q2 2020 | Q3 2023 | 14 |
INNEALTA CAPITAL, LLC | 13 | 1 | 0.81% | 1.87% | 4.56% | Q4 2019 | Q3 2023 | 14 |
Aveo Capital Partners, LLC | 14 | 14 | 0.08% | 0.54% | 1.64% | Q2 2020 | Q3 2023 | 14 |
AMG National Trust Bank | 14 | 14 | 0.06% | 0.07% | 0.08% | Q2 2020 | Q3 2023 | 14 |
WESTPORT RESOURCES MANAGEMENT INC | 14 | 14 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2016 | 14 |
BANK OF HAWAII | 13 | 1 | 0.02% | 0.06% | 0.08% | Q2 2013 | Q3 2023 | 14 |
Bank of Marin | 14 | 14 | 0.37% | 0.44% | 0.52% | Q2 2020 | Q3 2023 | 14 |
WEALTHSOURCE PARTNERS, LLC | 14 | 14 | 0.03% | 0.05% | 0.09% | Q2 2019 | Q3 2022 | 14 |
C M BIDWELL & ASSOCIATES LTD | 11 | 1 | 0.06% | 0.14% | 0.71% | Q4 2015 | Q4 2019 | 14 |
PUTNAM INVESTMENTS LLC | 5 | 1 | 0.01% | 0.05% | 0.10% | Q3 2016 | Q3 2022 | 14 |
Invst, LLC | 8 | 1 | 1.33% | 2.34% | 5.46% | Q2 2017 | Q3 2023 | 14 |
CUMBERLAND ADVISORS INC | 9 | 1 | 0.29% | 2.14% | 4.73% | Q4 2013 | Q1 2021 | 14 |
Linscomb & Williams, Inc. | 10 | 4 | 0.02% | 0.02% | 0.03% | Q1 2014 | Q1 2023 | 14 |
Wealthspire Advisors, L.P. | 14 | 14 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q1 2019 | 14 |
JFS WEALTH ADVISORS, LLC | 10 | 2 | 0.00% | 0.03% | 0.08% | Q4 2015 | Q3 2023 | 14 |
RPG Investment Advisory, LLC | 14 | 14 | 0.00% | 0.01% | 0.02% | Q2 2018 | Q3 2021 | 14 |
SCOTIA CAPITAL INC. | 12 | 2 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q3 2023 | 14 |
CAPITAL INSIGHT PARTNERS, LLC | 14 | 14 | 0.50% | 0.79% | 0.98% | Q2 2020 | Q3 2023 | 14 |
BROWN BROTHERS HARRIMAN & CO | 8 | 2 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q3 2023 | 14 |
Arcus Capital Partners, LLC | 9 | 5 | 0.11% | 0.49% | 0.74% | Q4 2016 | Q2 2021 | 14 |
Advisors Preferred, LLC | 7 | 1 | 0.02% | 1.53% | 8.09% | Q4 2013 | Q1 2022 | 14 |
Tradewinds Capital Management, LLC | 11 | 1 | 0.00% | 1.88% | 9.65% | Q1 2014 | Q3 2023 | 14 |
1834 INVESTMENT ADVISORS CO | 12 | 1 | 0.00% | 0.14% | 0.35% | Q4 2017 | Q1 2023 | 14 |
TELEMUS CAPITAL, LLC | 13 | 1 | 0.02% | 0.03% | 0.07% | Q4 2019 | Q3 2023 | 14 |
Founders Financial Alliance, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
ExodusPoint Capital Management, LP | 8 | 1 | 0.01% | 0.08% | 0.36% | Q4 2018 | Q4 2022 | 13 |
Marietta Wealth Management, LLC | 13 | 13 | 0.08% | 0.17% | 0.31% | Q4 2016 | Q4 2019 | 13 |
Integrated Wealth Concepts LLC | 12 | 1 | 0.01% | 0.07% | 0.14% | Q3 2019 | Q3 2023 | 13 |
WealthShield Partners, LLC | 9 | 1 | 0.01% | 0.18% | 2.02% | Q4 2017 | Q3 2023 | 13 |
Moloney Securities Asset Management, LLC | 12 | 1 | 0.04% | 0.05% | 0.09% | Q4 2017 | Q3 2023 | 13 |
COMERICA SECURITIES,INC. | 13 | 13 | 0.02% | 0.07% | 0.14% | Q3 2020 | Q3 2023 | 13 |
KANALY TRUST CO | 13 | 13 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2016 | 13 |
Analyst IMS Investment Management Services Ltd. | 13 | 13 | 0.13% | 0.34% | 0.61% | Q4 2014 | Q4 2017 | 13 |
Jackson Hole Capital Partners, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q3 2023 | 13 |
HOLLENCREST CAPITAL MANAGEMENT | 6 | 3 | 0.01% | 1.13% | 2.39% | Q1 2015 | Q3 2023 | 13 |
COMMERZBANK AKTIENGESELLSCHAFT /FI | 13 | 13 | 0.63% | 1.35% | 2.25% | Q2 2013 | Q2 2016 | 13 |
SevenBridge Financial Group, LLC | 13 | 13 | 0.01% | 0.02% | 0.03% | Q2 2016 | Q2 2019 | 13 |
55I, LLC | 13 | 13 | 0.05% | 0.08% | 0.17% | Q3 2019 | Q3 2022 | 13 |
Granite Investment Advisors, LLC | 7 | 6 | 0.06% | 0.12% | 0.23% | Q4 2017 | Q3 2021 | 13 |
Providence First Trust Co | 13 | 13 | 1.08% | 2.15% | 2.65% | Q3 2020 | Q3 2023 | 13 |
Key FInancial Inc | 12 | 1 | 0.02% | 0.04% | 0.05% | Q1 2020 | Q3 2023 | 13 |
Mine & Arao Wealth Creation & Management, LLC. | 13 | 13 | 0.04% | 0.04% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Moneda S.A. Administradora General de Fondos | 13 | 13 | 0.14% | 0.37% | 0.74% | Q4 2019 | Q4 2022 | 13 |
BlueCrest Capital Management Ltd | 5 | 1 | 0.02% | 0.17% | 0.49% | Q4 2015 | Q2 2020 | 13 |
Newbridge Financial Services Group, Inc. | 13 | 13 | 0.02% | 0.08% | 0.13% | Q3 2020 | Q3 2023 | 13 |
Bell Rock Capital LLC | 13 | 13 | 0.00% | 0.01% | 0.02% | Q4 2016 | Q4 2019 | 13 |
Edgestream Partners, L.P. | 9 | 1 | 0.02% | 0.10% | 0.78% | Q3 2018 | Q3 2023 | 13 |
Greenwich Wealth Management LLC | 13 | 13 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
MONTAG A & ASSOCIATES INC | 11 | 2 | 0.00% | 0.02% | 0.18% | Q3 2017 | Q3 2023 | 13 |
Regal Investment Advisors LLC | 11 | 2 | 0.05% | 0.33% | 1.10% | Q2 2013 | Q3 2021 | 13 |
Ramsay, Stattman, Vela & Price, Inc. | 13 | 13 | 0.20% | 0.23% | 0.25% | Q2 2013 | Q2 2016 | 13 |
HARBOR INVESTMENT ADVISORY, LLC | 12 | 1 | 0.00% | 0.02% | 0.04% | Q4 2019 | Q3 2023 | 13 |
SALEM INVESTMENT COUNSELORS INC | 6 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2023 | 13 |
Virtus Fund Advisers, LLC | 13 | 13 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2017 | 13 |
KESTRA PRIVATE WEALTH SERVICES, LLC | 13 | 13 | 0.01% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 13 |
Belpointe Asset Management LLC | 10 | 1 | 0.02% | 0.06% | 0.35% | Q3 2018 | Q3 2023 | 13 |
PARSONS CAPITAL MANAGEMENT INC/RI | 13 | 13 | 0.07% | 0.09% | 0.10% | Q3 2020 | Q3 2023 | 13 |
NewEdge Advisors, LLC | 10 | 1 | 0.00% | 0.03% | 0.07% | Q2 2017 | Q3 2023 | 13 |
TFC Financial Management, Inc. | 13 | 13 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q3 2023 | 13 |
Thomasville National Bank | 10 | 3 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q3 2023 | 13 |
EP Wealth Advisors, LLC | 6 | 3 | 0.00% | 0.44% | 1.12% | Q3 2015 | Q3 2023 | 13 |
Caprock Group, LLC | 6 | 1 | 0.03% | 0.04% | 0.05% | Q2 2017 | Q4 2022 | 13 |
B. Riley Wealth Management, Inc. | 7 | 1 | 0.00% | 0.26% | 0.55% | Q1 2014 | Q2 2022 | 13 |
Hexagon Capital Partners LLC | 13 | 13 | 0.10% | 0.11% | 0.12% | Q3 2020 | Q3 2023 | 13 |
LPWM LLC | 13 | 13 | 0.14% | 0.23% | 0.59% | Q4 2019 | Q4 2022 | 13 |
SENTINEL TRUST CO LBA | 13 | 13 | 0.30% | 0.63% | 0.86% | Q3 2020 | Q3 2023 | 13 |
Kestra Advisory Services, LLC | 13 | 13 | 0.01% | 0.04% | 0.05% | Q3 2020 | Q3 2023 | 13 |
Providence Capital Advisors, LLC | 13 | 13 | 0.00% | 0.09% | 0.17% | Q3 2020 | Q3 2023 | 13 |
PRIVATE TRUST CO NA | 7 | 6 | 0.03% | 0.05% | 0.09% | Q1 2013 | Q3 2023 | 13 |
J.W. COLE ADVISORS, INC. | 12 | 1 | 0.06% | 0.40% | 3.89% | Q4 2019 | Q3 2023 | 13 |
Family Firm, Inc. | 6 | 1 | 0.06% | 0.08% | 0.11% | Q3 2015 | Q1 2022 | 13 |
FIRST FINANCIAL CORP /IN/ | 13 | 13 | 0.00% | 0.01% | 0.04% | Q2 2013 | Q2 2016 | 13 |
MEEDER ASSET MANAGEMENT INC | 7 | 1 | 0.00% | 0.02% | 0.19% | Q3 2014 | Q3 2023 | 13 |
F3Logic, LLC | 5 | 3 | 0.05% | 0.27% | 0.58% | Q2 2019 | Q4 2022 | 13 |
RAY GERALD L & ASSOCIATES LTD | 8 | 5 | 0.03% | 0.04% | 0.08% | Q2 2014 | Q3 2017 | 13 |
Matrix Trust Co | 13 | 13 | 0.02% | 0.18% | 0.74% | Q2 2019 | Q2 2022 | 13 |
Fulcrum Equity Management | 7 | 1 | 0.19% | 0.31% | 0.47% | Q2 2019 | Q3 2023 | 12 |
MTM Investment Management, LLC | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Advocacy Wealth Management Services, LLC | 10 | 2 | 0.00% | 0.46% | 1.63% | Q4 2015 | Q3 2022 | 12 |
Danda Trouve Investment Management, Inc. | 12 | 12 | 0.00% | 0.99% | 2.85% | Q4 2019 | Q3 2022 | 12 |
Geneva Advisors, LLC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q2 2014 | Q1 2017 | 12 |
INVESTMENT PARTNERS, LTD. | 12 | 12 | 0.17% | 0.26% | 0.34% | Q4 2020 | Q3 2023 | 12 |
Cavalier Investments, LLC | 8 | 1 | 3.74% | 5.16% | 8.89% | Q2 2016 | Q3 2019 | 12 |
Miller Investment Management, LP | 12 | 12 | 6.01% | 7.96% | 9.92% | Q4 2020 | Q3 2023 | 12 |
CARLSON CAPITAL L P | 10 | 2 | 0.01% | 0.03% | 0.07% | Q3 2014 | Q3 2018 | 12 |
Foundations Investment Advisors, LLC | 10 | 2 | 0.01% | 0.23% | 1.12% | Q2 2018 | Q3 2023 | 12 |
Hilton Capital Management, LLC | 11 | 1 | 0.04% | 0.08% | 0.09% | Q4 2016 | Q1 2021 | 12 |
Lido Advisors, LLC | 10 | 2 | 0.00% | 0.43% | 2.26% | Q3 2017 | Q1 2023 | 12 |
Conservest Capital Advisors, Inc. | 12 | 12 | 1.72% | 4.04% | 6.90% | Q1 2017 | Q4 2019 | 12 |
Source Financial Advisors LLC | 12 | 12 | 0.08% | 0.10% | 0.12% | Q4 2020 | Q3 2023 | 12 |
UBS ASSET MANAGEMENT AMERICAS INC | 12 | 12 | 0.00% | 0.01% | 0.01% | Q4 2016 | Q3 2019 | 12 |
Integrated Advisors Network LLC | 10 | 10 | 0.00% | 0.06% | 0.14% | Q2 2021 | Q3 2023 | 12 |
Tamar Securities, LLC | 11 | 1 | 0.66% | 0.82% | 0.92% | Q2 2020 | Q3 2023 | 12 |
Navis Wealth Advisors, LLC | 12 | 12 | 0.28% | 0.41% | 0.57% | Q4 2020 | Q3 2023 | 12 |
Accel Wealth Management | 12 | 12 | 0.11% | 0.15% | 0.21% | Q4 2020 | Q3 2023 | 12 |
GeoWealth Management, LLC | 12 | 12 | 0.03% | 0.07% | 0.40% | Q4 2020 | Q3 2023 | 12 |
MAI Capital Management | 12 | 12 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
DB Wealth Management Group, LLC | 12 | 12 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q3 2023 | 12 |
J.Safra Asset Management Corp | 12 | 12 | 0.03% | 2.63% | 28.59% | Q4 2020 | Q3 2023 | 12 |
COLONY GROUP LLC | 5 | 1 | 0.00% | 0.01% | 0.06% | Q4 2013 | Q4 2021 | 12 |
IndexIQ Advisors LLC | 8 | 1 | 0.00% | 0.09% | 0.83% | Q3 2015 | Q4 2019 | 12 |
SUMITOMO MITSUI FINANCIAL GROUP, INC. | 11 | 1 | 0.00% | 0.76% | 2.09% | Q3 2020 | Q3 2023 | 12 |
FIDUCIARY TRUST CO | 12 | 12 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Merriman Wealth Management, LLC | 5 | 1 | 0.11% | 0.75% | 2.79% | Q1 2014 | Q2 2023 | 12 |
Evanson Asset Management, LLC | 12 | 12 | 0.02% | 0.03% | 0.04% | Q4 2020 | Q3 2023 | 12 |
Transform Wealth, LLC | 5 | 3 | 0.03% | 0.39% | 0.80% | Q2 2016 | Q1 2022 | 12 |
Arete Wealth Advisors, LLC | 12 | 12 | 0.04% | 0.43% | 0.99% | Q4 2020 | Q3 2023 | 12 |
Timber Hill LLC | 6 | 1 | 0.00% | 0.29% | 1.78% | Q3 2013 | Q1 2018 | 12 |
MACQUARIE GROUP LTD | 11 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2023 | 12 |
WELCH CAPITAL PARTNERS LLC/NY | 12 | 12 | 0.51% | 2.16% | 3.99% | Q1 2017 | Q4 2019 | 12 |
Alaska Permanent Fund Corp | 10 | 2 | 0.01% | 0.52% | 2.16% | Q3 2020 | Q3 2023 | 12 |
Brand Asset Management Group, Inc. | 12 | 12 | 0.02% | 0.02% | 0.03% | Q2 2018 | Q1 2021 | 12 |
Snowden Capital Advisors LLC | 8 | 1 | 0.00% | 0.04% | 0.08% | Q2 2019 | Q3 2023 | 12 |
Evolution Wealth Advisors, LLC | 12 | 12 | 0.18% | 0.34% | 0.82% | Q4 2020 | Q3 2023 | 12 |
Ferris Capital, LLC | 8 | 1 | 0.07% | 0.09% | 0.14% | Q2 2017 | Q1 2021 | 12 |
Atlantic Union Bankshares Corp | 12 | 12 | 0.02% | 0.03% | 0.04% | Q2 2020 | Q1 2023 | 12 |
Terra Nova Asset Management LLC | 12 | 12 | 0.91% | 2.46% | 2.91% | Q4 2020 | Q3 2023 | 12 |
Horrell Capital Management, Inc. | 12 | 12 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q3 2023 | 12 |
O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 12 | 12 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 12 |
AMERICAN INTERNATIONAL GROUP, INC. | 12 | 12 | 0.00% | 0.01% | 0.02% | Q2 2013 | Q1 2016 | 12 |
FLOW TRADERS U.S. LLC | 5 | 1 | 0.00% | 0.08% | 0.35% | Q2 2016 | Q2 2023 | 12 |
Alpine Global Management, LLC | 3 | 1 | 0.06% | 0.72% | 3.57% | Q1 2014 | Q2 2023 | 12 |
Certified Advisory Corp | 11 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2021 | 12 |
MMA ASSET MANAGEMENT LLC | 12 | 12 | 0.22% | 0.25% | 0.29% | Q4 2020 | Q3 2023 | 12 |
Perigon Wealth Management, LLC | 4 | 1 | 0.01% | 0.01% | 0.02% | Q3 2016 | Q3 2023 | 12 |
Aspen Investment Management Inc | 9 | 3 | 0.17% | 0.56% | 1.34% | Q2 2020 | Q3 2023 | 12 |
Royal Harbor Partners, LLC | 10 | 2 | 0.27% | 1.37% | 6.03% | Q4 2019 | Q2 2023 | 12 |
Dynamic Advisor Solutions LLC | 6 | 3 | 0.02% | 0.12% | 0.52% | Q1 2014 | Q3 2023 | 12 |
Zuckerman Investment Group, LLC | 12 | 12 | 0.04% | 0.15% | 0.22% | Q4 2020 | Q3 2023 | 12 |
High Note Wealth, LLC | 12 | 12 | 0.42% | 0.78% | 0.97% | Q4 2020 | Q3 2023 | 12 |
Bison Wealth, LLC | 11 | 1 | 0.02% | 0.07% | 0.17% | Q4 2019 | Q2 2023 | 12 |
Tradition Wealth Management, LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
Sage Mountain Advisors LLC | 12 | 12 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2023 | 12 |
FOUNDERS FINANCIAL SECURITIES LLC | 10 | 1 | 0.04% | 0.73% | 3.71% | Q3 2015 | Q3 2023 | 12 |
PhaseCapital LP | 6 | 1 | 0.03% | 1.96% | 7.56% | Q4 2014 | Q3 2018 | 12 |
WealthBridge Capital Management, LLC | 7 | 2 | 0.08% | 0.12% | 0.23% | Q4 2018 | Q3 2023 | 12 |
6 Meridian | 12 | 12 | 0.04% | 0.05% | 0.07% | Q4 2017 | Q3 2020 | 12 |
KENNICOTT CAPITAL MANAGEMENT LLC | 11 | 11 | 0.20% | 0.28% | 0.38% | Q1 2021 | Q3 2023 | 11 |
WEDBUSH SECURITIES INC | 11 | 11 | 0.02% | 0.04% | 0.05% | Q1 2021 | Q3 2023 | 11 |
Prentice Wealth Management LLC | 11 | 11 | 0.14% | 0.21% | 0.39% | Q1 2021 | Q3 2023 | 11 |
Olympiad Research LP | 11 | 11 | 0.18% | 0.61% | 1.82% | Q1 2020 | Q3 2022 | 11 |
CLEAR STREET MARKETS LLC | 6 | 1 | 0.00% | 0.02% | 0.12% | Q3 2014 | Q4 2022 | 11 |
Clarity Financial LLC | 9 | 2 | 0.04% | 0.58% | 1.03% | Q4 2020 | Q3 2023 | 11 |
Loveless Wealth Management LLC | 11 | 11 | 1.41% | 1.78% | 2.00% | Q4 2019 | Q2 2022 | 11 |
Spire Wealth Management | 11 | 11 | 0.06% | 0.10% | 0.17% | Q1 2021 | Q3 2023 | 11 |
CAXTON ASSOCIATES LP | 4 | 2 | 0.13% | 0.73% | 2.83% | Q1 2017 | Q4 2021 | 11 |
Concord Wealth Partners | 7 | 4 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q3 2023 | 11 |
First Capital Advisors Group, LLC. | 8 | 3 | 0.14% | 0.41% | 0.66% | Q4 2016 | Q2 2023 | 11 |
Independent Order of Foresters | 11 | 11 | 0.30% | 0.32% | 0.34% | Q1 2021 | Q3 2023 | 11 |
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV | 11 | 11 | 0.00% | 0.01% | 0.01% | Q1 2021 | Q3 2023 | 11 |
BRR OpCo, LLC | 10 | 1 | 0.03% | 0.06% | 0.12% | Q4 2019 | Q3 2022 | 11 |
Wellington Shields Capital Management, LLC | 11 | 11 | 0.03% | 0.11% | 0.16% | Q3 2020 | Q1 2023 | 11 |
HRT FINANCIAL LP | 3 | 1 | 0.01% | 0.79% | 5.75% | Q3 2015 | Q3 2023 | 11 |
InterOcean Capital Group, LLC | 11 | 11 | 0.49% | 0.73% | 0.96% | Q1 2021 | Q3 2023 | 11 |
TOCQUEVILLE ASSET MANAGEMENT L.P. | 11 | 11 | 0.01% | 0.01% | 0.06% | Q1 2021 | Q3 2023 | 11 |
CSS LLC/IL | 7 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q4 2019 | 11 |
Cornerstone Wealth Management, LLC | 6 | 2 | 0.02% | 0.04% | 0.08% | Q2 2018 | Q3 2023 | 11 |
Lumature Wealth Partners, LLC | 11 | 11 | 0.04% | 0.07% | 0.11% | Q4 2020 | Q2 2023 | 11 |
Roundview Capital LLC | 11 | 11 | 0.02% | 0.05% | 0.07% | Q1 2021 | Q3 2023 | 11 |
EQUITABLE TRUST CO | 11 | 11 | 0.05% | 0.07% | 0.09% | Q1 2021 | Q3 2023 | 11 |
Strategic Blueprint, LLC | 10 | 1 | 0.00% | 0.04% | 0.07% | Q3 2019 | Q3 2023 | 11 |
Horizon Investments, LLC | 10 | 1 | 0.01% | 0.58% | 6.20% | Q3 2016 | Q3 2023 | 11 |
Virtus Investment Advisers, Inc. | 6 | 1 | 0.05% | 7.31% | 16.12% | Q2 2013 | Q4 2016 | 11 |
Larson Financial Group LLC | 11 | 11 | 0.01% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
CINQUE PARTNERS LLC | 11 | 11 | 1.05% | 2.79% | 3.39% | Q2 2013 | Q4 2015 | 11 |
Cerebellum GP, LLC | 9 | 2 | 0.09% | 0.24% | 0.30% | Q4 2017 | Q3 2020 | 11 |
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC | 11 | 11 | 0.00% | 0.01% | 0.05% | Q1 2021 | Q3 2023 | 11 |
YorkBridge Wealth Partners, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2019 | 11 |
SFE Investment Counsel | 11 | 11 | 0.10% | 0.12% | 0.15% | Q1 2021 | Q3 2023 | 11 |
MOORE CAPITAL MANAGEMENT, LP | 4 | 1 | 0.01% | 0.09% | 0.17% | Q4 2013 | Q4 2020 | 11 |
Alphadyne Asset Management LP | 5 | 1 | 0.03% | 1.01% | 8.28% | Q2 2021 | Q3 2023 | 11 |
Sequent Asset Management, LLC | 11 | 11 | 0.17% | 0.78% | 1.22% | Q2 2013 | Q4 2015 | 11 |
Partnervest Advisory Services LLC | 5 | 5 | 0.00% | 0.07% | 0.14% | Q2 2013 | Q4 2015 | 11 |
Centiva Capital, LP | 4 | 1 | 0.00% | 0.06% | 0.16% | Q3 2018 | Q3 2023 | 11 |
Family Capital Trust Co | 11 | 11 | 0.02% | 0.70% | 1.59% | Q2 2013 | Q4 2015 | 11 |
Horan Securities, Inc. | 7 | 4 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q2 2023 | 11 |
GRIMES & COMPANY, INC. | 11 | 11 | 0.09% | 0.67% | 1.00% | Q3 2020 | Q1 2023 | 11 |
IAM Advisory, LLC | 9 | 2 | 0.10% | 0.87% | 1.96% | Q4 2020 | Q3 2023 | 11 |
Financial Partners Group, Inc | 11 | 11 | 0.15% | 0.71% | 1.10% | Q1 2021 | Q3 2023 | 11 |
SYM FINANCIAL Corp | 11 | 11 | 0.00% | 0.01% | 0.02% | Q1 2021 | Q3 2023 | 11 |
Avior Wealth Management, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Private Ocean, LLC | 11 | 11 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 11 |
Stonebridge Capital Advisors LLC | 11 | 11 | 0.00% | 0.00% | 0.01% | Q1 2021 | Q3 2023 | 11 |
CENTRAL BANK & TRUST CO | 10 | 1 | 0.03% | 0.08% | 0.10% | Q1 2019 | Q4 2022 | 11 |
HCR Wealth Advisors | 8 | 1 | 0.00% | 0.27% | 0.47% | Q4 2016 | Q2 2021 | 10 |
NatWest Group plc | 10 | 10 | 0.11% | 0.33% | 0.84% | Q2 2013 | Q3 2015 | 10 |
Beacon Pointe Advisors, LLC | 10 | 10 | 0.01% | 0.03% | 0.04% | Q2 2021 | Q3 2023 | 10 |
TUCKER ASSET MANAGEMENT LLC | 10 | 10 | 0.00% | 0.15% | 1.44% | Q2 2021 | Q3 2023 | 10 |
Texas Capital Bank Wealth Management Services Inc | 3 | 1 | 0.03% | 0.41% | 1.07% | Q2 2020 | Q2 2023 | 10 |
NOVARE CAPITAL MANAGEMENT LLC | 7 | 1 | 0.03% | 0.47% | 0.91% | Q4 2019 | Q3 2023 | 10 |
Gladstone Institutional Advisory LLC | 10 | 10 | 0.03% | 0.08% | 0.18% | Q2 2021 | Q3 2023 | 10 |
Selective Wealth Management, Inc. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q2 2020 | Q3 2022 | 10 |
Delos Wealth Advisors, LLC | 10 | 10 | 0.12% | 2.04% | 3.98% | Q2 2021 | Q3 2023 | 10 |
Northeast Financial Consultants Inc | 10 | 10 | 0.02% | 0.08% | 0.15% | Q3 2020 | Q4 2022 | 10 |
FIFTH THIRD SECURITIES, INC. | 9 | 1 | 0.04% | 0.16% | 0.97% | Q4 2020 | Q2 2023 | 10 |
CITY HOLDING CO | 7 | 3 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q3 2023 | 10 |
INTERACTIVE FINANCIAL ADVISORS, INC. | 10 | 10 | 0.01% | 0.19% | 0.31% | Q2 2021 | Q3 2023 | 10 |
Sage Capital Advisors,llc | 8 | 2 | 0.10% | 0.32% | 0.44% | Q4 2020 | Q3 2023 | 10 |
InterOcean Capital, LLC | 8 | 2 | 0.06% | 0.09% | 0.14% | Q3 2015 | Q1 2020 | 10 |
Shepherd Financial Partners LLC | 10 | 10 | 0.07% | 0.22% | 0.32% | Q3 2017 | Q4 2019 | 10 |
Advisor Resource Council | 10 | 10 | 0.11% | 0.87% | 1.70% | Q2 2021 | Q3 2023 | 10 |
Magnus Financial Group LLC | 7 | 3 | 0.03% | 0.06% | 0.12% | Q3 2020 | Q3 2023 | 10 |
ALLIANCEBERNSTEIN L.P. | 7 | 1 | 0.00% | 0.00% | 0.00% | Q1 2017 | Q3 2023 | 10 |
PEOPLES FINANCIAL SERVICES CORP. | 10 | 10 | 0.00% | 0.15% | 0.35% | Q2 2021 | Q3 2023 | 10 |
FineMark National Bank & Trust | 6 | 1 | 0.00% | 0.01% | 0.03% | Q1 2014 | Q1 2023 | 10 |
OLD MISSION CAPITAL LLC | 3 | 1 | 0.00% | 0.12% | 0.52% | Q3 2017 | Q3 2022 | 10 |
SEI INVESTMENTS CO | 7 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q2 2018 | 10 |
TRANSCEND CAPITAL ADVISORS, LLC | 9 | 1 | 0.03% | 0.06% | 0.08% | Q1 2021 | Q3 2023 | 10 |
Midwest Professional Planners, LTD. | 3 | 1 | 0.00% | 0.78% | 2.14% | Q4 2017 | Q2 2023 | 10 |
PineBridge Investments, L.P. | 10 | 10 | 0.00% | 0.01% | 0.03% | Q3 2019 | Q4 2021 | 10 |
NTV ASSET MANAGEMENT LLC | 10 | 10 | 0.16% | 0.21% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Apollon Wealth Management, LLC | 8 | 1 | 0.00% | 0.07% | 0.13% | Q2 2020 | Q3 2023 | 10 |
Schonfeld Strategic Advisors LLC | 3 | 1 | 0.00% | 0.06% | 0.21% | Q4 2017 | Q3 2023 | 10 |
DAVENPORT & Co LLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2014 | Q3 2023 | 10 |
Lake Point Wealth Management | 5 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2022 | 10 |
Disciplined Investments, LLC | 10 | 10 | 0.01% | 0.02% | 0.02% | Q1 2021 | Q2 2023 | 10 |
Assured Investment Management LLC | 3 | 1 | 0.00% | 0.35% | 0.85% | Q3 2013 | Q2 2015 | 10 |
Lavaca Capital LLC | 4 | 2 | 0.01% | 0.21% | 1.57% | Q4 2018 | Q3 2023 | 10 |
GERMAN AMERICAN BANCORP, INC. | 8 | 2 | 0.40% | 0.79% | 0.94% | Q2 2018 | Q3 2023 | 10 |
HARBOUR INVESTMENTS, INC. | 6 | 4 | 0.01% | 0.04% | 0.10% | Q1 2021 | Q3 2023 | 10 |
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | 10 | 10 | 0.02% | 0.74% | 2.36% | Q2 2021 | Q3 2023 | 10 |
Arkadios Wealth Advisors | 9 | 1 | 0.00% | 0.11% | 0.26% | Q2 2020 | Q3 2023 | 10 |
Cerity Partners LLC | 10 | 10 | 0.01% | 0.13% | 0.25% | Q1 2021 | Q2 2023 | 10 |
Perennial Investment Advisors, LLC | 10 | 10 | 0.07% | 0.17% | 0.24% | Q2 2021 | Q3 2023 | 10 |
Torch Wealth Management LLC | 7 | 3 | 0.06% | 0.17% | 0.25% | Q4 2013 | Q4 2019 | 10 |
Bank of New Hampshire | 10 | 10 | 0.78% | 0.81% | 0.85% | Q2 2021 | Q3 2023 | 10 |
Wealthfront Advisers LLC | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
PSI Advisors, LLC | 9 | 1 | 0.01% | 0.03% | 0.06% | Q4 2019 | Q3 2023 | 10 |
WADE G W & INC | 7 | 3 | 0.02% | 0.03% | 0.03% | Q2 2019 | Q4 2021 | 10 |
Opal Wealth Advisors, LLC | 10 | 10 | 0.18% | 3.55% | 5.73% | Q2 2021 | Q3 2023 | 10 |
1ST SOURCE BANK | 10 | 10 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q3 2023 | 10 |
BURNS J W & CO INC/NY | 10 | 10 | 0.04% | 0.13% | 0.20% | Q2 2021 | Q3 2023 | 10 |
L & S Advisors Inc | 3 | 1 | 0.02% | 0.05% | 0.08% | Q1 2016 | Q2 2023 | 10 |
EVOKE WEALTH, LLC | 9 | 1 | 0.00% | 0.05% | 0.19% | Q4 2019 | Q2 2022 | 10 |
ROWLAND CARMICHAEL ADVISORS INC /ADV | 2 | 1 | 0.01% | 0.22% | 0.35% | Q1 2016 | Q4 2020 | 10 |
Quantbot Technologies LP | 4 | 1 | 0.00% | 0.07% | 0.30% | Q3 2019 | Q3 2023 | 10 |
J Arnold Wealth Management Co | 7 | 1 | 0.01% | 0.08% | 0.68% | Q4 2019 | Q1 2023 | 10 |
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | 3 | 2 | 0.00% | 0.15% | 0.38% | Q2 2019 | Q2 2023 | 10 |
SIGNET FINANCIAL MANAGEMENT, LLC | 5 | 1 | 0.00% | 0.02% | 0.08% | Q4 2017 | Q4 2021 | 10 |
Windsor Creek Advisors, LLC | 6 | 1 | 0.01% | 0.20% | 0.61% | Q4 2018 | Q4 2021 | 10 |
Hutchin Hill Capital, LP | 7 | 2 | 0.06% | 0.23% | 0.78% | Q3 2015 | Q4 2017 | 10 |
Banco Santander, S.A. | 6 | 1 | 0.00% | 0.01% | 0.03% | Q4 2016 | Q3 2021 | 10 |
Journey Advisory Group, LLC | 9 | 9 | 0.07% | 0.13% | 0.18% | Q4 2020 | Q4 2022 | 9 |
Beacon Financial Advisory LLC | 5 | 4 | 0.11% | 0.13% | 0.17% | Q1 2021 | Q3 2023 | 9 |
XPONANCE, INC. | 5 | 4 | 0.11% | 0.99% | 3.11% | Q4 2013 | Q3 2017 | 9 |
Simplicity Solutions, LLC | 3 | 1 | 0.01% | 0.10% | 0.24% | Q2 2016 | Q1 2023 | 9 |
DUBUQUE BANK & TRUST CO | 7 | 2 | 0.00% | 0.07% | 0.38% | Q2 2013 | Q2 2017 | 9 |
Glen Harbor Capital Management LLC | 6 | 3 | 0.00% | 0.01% | 0.04% | Q1 2017 | Q3 2019 | 9 |
CHEMICAL BANK | 9 | 9 | 0.02% | 0.03% | 0.03% | Q2 2017 | Q2 2019 | 9 |
Windham Capital Management, LLC | 9 | 9 | 0.05% | 0.17% | 0.32% | Q3 2021 | Q3 2023 | 9 |
VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC | 9 | 9 | 0.12% | 0.24% | 0.38% | Q4 2017 | Q4 2019 | 9 |
Roberts Wealth Advisors, LLC | 9 | 9 | 0.10% | 0.12% | 0.13% | Q3 2021 | Q3 2023 | 9 |
Karp Capital Management Corp | 3 | 1 | 0.00% | 0.65% | 2.49% | Q4 2014 | Q2 2022 | 9 |
Citizens National Bank Trust Department | 9 | 9 | 0.01% | 0.02% | 0.09% | Q3 2021 | Q3 2023 | 9 |
Marquette Asset Management, LLC | 9 | 9 | 0.07% | 0.13% | 0.16% | Q2 2020 | Q2 2022 | 9 |
Piscataqua Savings Bank | 9 | 9 | 0.01% | 0.35% | 0.42% | Q3 2021 | Q3 2023 | 9 |
Sargent Bickham Lagudis LLC | 5 | 1 | 0.00% | 0.01% | 0.02% | Q1 2017 | Q4 2022 | 9 |
Bay Harbor Wealth Management, LLC | 5 | 1 | 0.00% | 0.04% | 0.15% | Q1 2019 | Q4 2022 | 9 |
Bogart Wealth, LLC | 9 | 9 | 0.00% | 0.00% | 0.01% | Q3 2021 | Q3 2023 | 9 |
GUGGENHEIM CAPITAL LLC | 4 | 1 | 0.01% | 0.02% | 0.05% | Q2 2013 | Q3 2015 | 9 |
Laurel Wealth Advisors, Inc. | 9 | 9 | 0.05% | 0.41% | 0.62% | Q4 2020 | Q4 2022 | 9 |
M&R CAPITAL MANAGEMENT INC | 8 | 1 | 0.00% | 0.02% | 0.15% | Q4 2020 | Q4 2023 | 9 |
CREDIT AGRICOLE S A | 9 | 9 | 0.00% | 0.01% | 0.03% | Q3 2021 | Q3 2023 | 9 |
Koshinski Asset Management, Inc. | 7 | 2 | 0.02% | 0.05% | 0.17% | Q4 2020 | Q3 2023 | 9 |
CSat Investment Advisory, L.P. | 9 | 9 | 0.01% | 0.06% | 0.12% | Q2 2018 | Q2 2020 | 9 |
Tyers Asset Management LLC | 6 | 3 | 0.00% | 0.02% | 0.09% | Q1 2017 | Q3 2019 | 9 |
EATON VANCE MANAGEMENT | 7 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2022 | 9 |
Giralda Advisors, LLC | 7 | 2 | 4.74% | 5.42% | 7.14% | Q4 2013 | Q2 2016 | 9 |
FULTON BREAKEFIELD BROENNIMAN LLC | 9 | 9 | 0.70% | 0.75% | 0.80% | Q2 2013 | Q2 2015 | 9 |
HM Capital Management, LLC | 9 | 9 | 0.58% | 1.25% | 1.46% | Q3 2020 | Q3 2022 | 9 |
WINTRUST INVESTMENTS LLC | 5 | 1 | 0.02% | 0.07% | 0.19% | Q2 2016 | Q1 2022 | 9 |
Invesco Ltd. | 4 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2023 | 9 |
Argentus Capital Management, LLC | 5 | 1 | 0.00% | 0.12% | 0.30% | Q3 2013 | Q3 2016 | 9 |
Bluefin Trading, LLC | 3 | 1 | 0.00% | 0.02% | 0.04% | Q2 2014 | Q1 2019 | 9 |
Wall Capital Group, Inc. | 6 | 3 | 1.19% | 1.38% | 1.78% | Q1 2017 | Q3 2023 | 9 |
OneDigital Investment Advisors LLC | 6 | 1 | 0.01% | 0.05% | 0.09% | Q1 2019 | Q3 2023 | 9 |
VALLEY WEALTH MANAGERS, INC. | 6 | 3 | 0.00% | 0.01% | 0.01% | Q3 2016 | Q3 2023 | 9 |
Catamount Wealth Management | 9 | 9 | 0.00% | 0.01% | 0.05% | Q1 2017 | Q1 2019 | 9 |
Balentine LLC | 8 | 1 | 0.00% | 0.00% | 0.00% | Q3 2017 | Q3 2022 | 9 |
Flinton Capital Management LLC | 6 | 3 | 0.00% | 0.02% | 0.12% | Q1 2017 | Q3 2019 | 9 |
DUPONT CAPITAL MANAGEMENT CORP | 9 | 9 | 0.04% | 0.31% | 0.50% | Q4 2017 | Q4 2019 | 9 |
GODSEY & GIBB, INC | 9 | 9 | 1.83% | 2.05% | 2.13% | Q2 2013 | Q2 2015 | 9 |
Delphi Private Advisors LLC | 9 | 9 | 0.01% | 0.01% | 0.02% | Q4 2016 | Q4 2018 | 9 |
MANAGED ACCOUNT ADVISORS LLC | 9 | 9 | 0.00% | 0.03% | 0.06% | Q2 2013 | Q2 2015 | 9 |
Kistler-Tiffany Companies, LLC | 9 | 9 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q2 2023 | 9 |
Point72 Middle East FZE | 4 | 4 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 9 |
StoneX Group Inc. | 5 | 2 | 0.04% | 0.31% | 0.58% | Q3 2017 | Q3 2023 | 9 |
Essex LLC | 9 | 9 | 0.15% | 0.20% | 0.24% | Q3 2021 | Q3 2023 | 9 |
Vickerman Investment Advisors, Inc. | 9 | 9 | 0.09% | 0.11% | 0.12% | Q3 2021 | Q3 2023 | 9 |
Visionary Wealth Advisors | 6 | 3 | 0.03% | 0.04% | 0.07% | Q4 2020 | Q3 2023 | 9 |
Covestor Ltd | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 9 |
Grove Bank & Trust | 9 | 9 | 0.00% | 0.02% | 0.19% | Q4 2015 | Q4 2017 | 9 |
IPG Investment Advisors LLC | 3 | 1 | 0.14% | 0.25% | 0.35% | Q1 2017 | Q1 2023 | 9 |
Lebenthal Global Advisors, LLC | 8 | 1 | 0.13% | 1.19% | 2.53% | Q4 2020 | Q3 2023 | 9 |
Pinnacle Summer Investments, Inc. | 8 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2015 | 9 |
GPS Wealth Strategies Group, LLC | 6 | 3 | 0.03% | 0.04% | 0.05% | Q2 2021 | Q3 2023 | 9 |
Neuburgh Advisers LLC | 6 | 3 | 0.00% | 0.03% | 0.15% | Q1 2017 | Q3 2019 | 9 |
SFMG, LLC | 6 | 1 | 0.04% | 1.48% | 4.66% | Q3 2013 | Q2 2018 | 9 |
Sanford Advisory Services, LLC | 9 | 9 | 0.11% | 0.15% | 0.18% | Q4 2020 | Q4 2022 | 9 |
COLDSTREAM CAPITAL MANAGEMENT INC | 9 | 9 | 0.08% | 0.32% | 0.48% | Q2 2013 | Q2 2015 | 9 |
BKS ADVISORS, LLC | 9 | 9 | 0.13% | 1.12% | 2.46% | Q1 2015 | Q1 2017 | 9 |
TIFF ADVISORY SERVICES, LLC | 9 | 9 | 0.56% | 4.26% | 6.02% | Q4 2020 | Q4 2022 | 9 |
Keel Point, LLC | 5 | 1 | 0.03% | 0.48% | 2.33% | Q2 2016 | Q4 2022 | 9 |
Blue Chip Partners, LLC | 8 | 1 | 0.02% | 0.41% | 0.94% | Q1 2021 | Q3 2023 | 9 |
Innova Wealth Partners | 6 | 1 | 3.90% | 4.04% | 4.21% | Q4 2020 | Q2 2023 | 8 |
Darwin Wealth Management, LLC | 6 | 1 | 0.01% | 0.23% | 0.46% | Q1 2020 | Q1 2023 | 8 |
QVR LLC | 3 | 2 | 0.04% | 0.36% | 1.15% | Q1 2018 | Q2 2019 | 8 |
GUERRA PAN ADVISORS, LLC | 8 | 8 | 0.56% | 0.69% | 0.77% | Q4 2021 | Q3 2023 | 8 |
TIVERTON ASSET MANAGEMENT LLC | 6 | 2 | 0.00% | 0.09% | 0.37% | Q1 2017 | Q3 2019 | 8 |
Capasso Planning Partners LLC | 8 | 8 | 0.22% | 0.28% | 0.35% | Q4 2021 | Q3 2023 | 8 |
HABERER REGISTERED INVESTMENT ADVISOR INC | 8 | 8 | 0.00% | 0.01% | 0.01% | Q2 2013 | Q1 2015 | 8 |
STEVENS CAPITAL MANAGEMENT LP | 6 | 2 | 0.01% | 0.46% | 1.18% | Q2 2013 | Q3 2022 | 8 |
Van Hulzen Asset Management, LLC | 8 | 8 | 0.22% | 0.30% | 0.42% | Q4 2016 | Q3 2018 | 8 |
TIEDEMANN ADVISORS, LLC | 7 | 1 | 0.01% | 0.01% | 0.02% | Q2 2018 | Q3 2020 | 8 |
Allred Capital Management, LLC | 7 | 1 | 0.00% | 0.18% | 0.25% | Q4 2019 | Q3 2022 | 8 |
Rehmann Capital Advisory Group | 7 | 1 | 0.01% | 0.11% | 0.62% | Q2 2011 | Q3 2019 | 8 |
Dorsey Wright & Associates | 4 | 1 | 0.03% | 1.48% | 4.80% | Q2 2014 | Q1 2023 | 8 |
TUDOR INVESTMENT CORP ET AL | 1 | 1 | 0.00% | 0.05% | 0.09% | Q1 2016 | Q3 2023 | 8 |
BANQUE PICTET & CIE SA | 8 | 8 | 0.01% | 0.01% | 0.01% | Q1 2017 | Q4 2018 | 8 |
PGIM Custom Harvest LLC | 4 | 4 | 0.56% | 0.75% | 0.96% | Q4 2020 | Q3 2023 | 8 |
TD Waterhouse Canada Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
Ameritas Advisory Services, LLC | 8 | 8 | 0.03% | 0.04% | 0.06% | Q4 2021 | Q3 2023 | 8 |
JMAC ENTERPRISES LLC | 8 | 8 | 1.04% | 1.28% | 1.47% | Q4 2021 | Q3 2023 | 8 |
Asset Management One Co., Ltd. | 3 | 1 | 0.00% | 0.01% | 0.03% | Q2 2019 | Q2 2023 | 8 |
OAK HARBOR WEALTH PARTNERS, LLC | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
AFAM CAPITAL, INC. | 8 | 8 | 0.05% | 0.13% | 0.29% | Q1 2016 | Q4 2017 | 8 |
Bank of Kentucky, Inc. | 8 | 8 | 0.04% | 0.08% | 0.20% | Q2 2013 | Q1 2015 | 8 |
Treynor Bancshares, Inc. | 8 | 8 | 0.36% | 0.47% | 0.61% | Q4 2021 | Q3 2023 | 8 |
BARINGS LLC | 5 | 3 | 0.01% | 0.03% | 0.09% | Q2 2013 | Q2 2015 | 8 |
Sumitomo Mitsui Trust Holdings, Inc. | 3 | 1 | 0.00% | 0.01% | 0.02% | Q1 2016 | Q3 2023 | 8 |
NOESIS CAPITAL MANGEMENT CORP | 5 | 3 | 0.04% | 0.06% | 0.09% | Q2 2018 | Q4 2021 | 8 |
Birchcreek Wealth Management, LLC | 7 | 1 | 0.04% | 0.22% | 0.31% | Q4 2020 | Q3 2023 | 8 |
UMB Bank, n.a. | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 8 |
SHEETS SMITH WEALTH MANAGEMENT | 7 | 1 | 0.00% | 0.10% | 0.18% | Q1 2013 | Q3 2023 | 8 |
Rye Brook Capital LLC | 5 | 3 | 0.75% | 1.44% | 2.45% | Q1 2021 | Q3 2023 | 8 |
Zullo Investment Group, Inc. | 8 | 8 | 0.53% | 0.72% | 0.87% | Q4 2021 | Q3 2023 | 8 |
Brown Miller Wealth Management, LLC | 7 | 1 | 0.20% | 0.27% | 0.45% | Q4 2020 | Q1 2023 | 8 |
Mechanics Financial Corp | 8 | 8 | 0.12% | 0.15% | 0.18% | Q4 2021 | Q3 2023 | 8 |
American Financial Network Advisory Services LLC | 8 | 8 | 0.41% | 0.47% | 0.53% | Q3 2017 | Q2 2019 | 8 |
MYCIO WEALTH PARTNERS, LLC | 7 | 1 | 0.00% | 0.03% | 0.04% | Q3 2015 | Q4 2019 | 8 |
INTEGRAL DERIVATIVES, LLC | 3 | 1 | 0.00% | 0.02% | 0.03% | Q2 2014 | Q4 2017 | 8 |
Concorde Asset Management, LLC | 8 | 8 | 0.22% | 0.51% | 1.40% | Q1 2021 | Q4 2022 | 8 |
MARCO INVESTMENT MANAGEMENT LLC | 8 | 8 | 0.07% | 0.07% | 0.07% | Q3 2016 | Q2 2018 | 8 |
FourThought Financial, LLC | 8 | 8 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q3 2022 | 8 |
Smart Portfolios, LLC | 3 | 1 | 0.47% | 2.02% | 3.23% | Q1 2014 | Q1 2023 | 8 |
LEVEL FOUR ADVISORY SERVICES, LLC | 7 | 1 | 0.03% | 0.51% | 1.02% | Q4 2016 | Q2 2021 | 8 |
Gemmer Asset Management LLC | 5 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2022 | 8 |
Alterity Financial Group, LLC | 6 | 1 | 0.80% | 0.93% | 1.03% | Q1 2021 | Q3 2023 | 8 |
SCHAFER CULLEN CAPITAL MANAGEMENT INC | 3 | 1 | 0.00% | 0.02% | 0.08% | Q3 2015 | Q4 2020 | 8 |
Realta Investment Advisors | 4 | 2 | 0.03% | 0.04% | 0.04% | Q1 2019 | Q3 2023 | 8 |
C2C Wealth Management, LLC | 8 | 8 | 0.22% | 0.25% | 0.31% | Q4 2021 | Q3 2023 | 8 |
PINNACLE ASSOCIATES LTD | 8 | 8 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 8 |
Financial & Tax Architects, LLC | 4 | 1 | 0.22% | 0.38% | 0.51% | Q1 2021 | Q3 2023 | 8 |
Wealthstreet Investment Advisors, LLC | 4 | 4 | 0.03% | 0.03% | 0.03% | Q4 2017 | Q4 2019 | 8 |
UNITED SERVICES AUTOMOBILE ASSOCIATION | 4 | 1 | 0.00% | 0.02% | 0.06% | Q2 2013 | Q2 2021 | 8 |
GUARDIAN WEALTH ADVISORS, LLC / NC | 8 | 8 | 0.01% | 0.01% | 0.03% | Q4 2021 | Q3 2023 | 8 |
Solstein Capital, LLC | 4 | 2 | 0.00% | 0.29% | 1.18% | Q4 2020 | Q2 2022 | 8 |
Costello Asset Management, INC | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
PDT Partners, LLC | 4 | 1 | 0.02% | 0.11% | 0.26% | Q1 2014 | Q1 2018 | 8 |
CEDAR CAPITAL, LLC | 5 | 1 | 0.11% | 0.52% | 0.94% | Q3 2016 | Q3 2021 | 8 |
BOOTHBAY FUND MANAGEMENT, LLC | 2 | 1 | 0.02% | 0.20% | 0.43% | Q3 2015 | Q2 2022 | 8 |
Patriot Wealth Management, Inc. | 6 | 2 | 0.45% | 0.51% | 0.60% | Q4 2016 | Q4 2018 | 8 |
HM PAYSON & CO | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2023 | 8 |
NORTH AMERICAN MANAGEMENT CORP | 8 | 8 | 0.12% | 0.90% | 1.41% | Q2 2013 | Q1 2015 | 8 |
Marion Wealth Management | 8 | 8 | 0.29% | 0.31% | 0.32% | Q4 2021 | Q3 2023 | 8 |
Secure Asset Management, LLC | 5 | 1 | 0.07% | 0.16% | 0.40% | Q4 2019 | Q2 2023 | 8 |
Essex Financial Services, Inc. | 7 | 1 | 0.05% | 0.07% | 0.08% | Q4 2013 | Q4 2015 | 8 |
Fieldpoint Private Securities, LLC | 8 | 8 | 0.34% | 0.43% | 0.68% | Q3 2020 | Q2 2022 | 8 |
Westchester Capital Management, LLC | 3 | 1 | 0.02% | 0.12% | 0.45% | Q4 2012 | Q2 2020 | 8 |
Activest Wealth Management | 8 | 8 | 0.06% | 1.24% | 9.33% | Q4 2021 | Q3 2023 | 8 |
LFA - Lugano Financial Advisors SA | 4 | 1 | 0.01% | 0.02% | 0.04% | Q2 2018 | Q3 2023 | 8 |
JANUS HENDERSON GROUP PLC | 7 | 1 | 0.00% | 0.00% | 0.01% | Q2 2020 | Q2 2022 | 8 |
Qube Research & Technologies Ltd | 3 | 1 | 0.01% | 1.02% | 7.16% | Q1 2018 | Q3 2023 | 8 |
Kaizen Financial Strategies | 4 | 2 | 0.21% | 0.49% | 0.89% | Q4 2020 | Q1 2023 | 8 |
Regis Management CO LLC | 8 | 8 | 0.06% | 0.07% | 0.07% | Q1 2016 | Q4 2017 | 8 |
MIRABELLA FINANCIAL SERVICES LLP | 6 | 1 | 0.18% | 0.98% | 2.49% | Q3 2020 | Q3 2023 | 8 |
U.S. Capital Wealth Advisors, LLC | 5 | 3 | 0.01% | 0.01% | 0.02% | Q3 2021 | Q3 2023 | 8 |
ClearBridge Investments | 4 | 1 | 0.00% | 0.00% | 0.00% | Q1 2015 | Q2 2020 | 8 |
Long Run Wealth Advisors, LLC | 8 | 8 | 0.39% | 0.41% | 0.44% | Q4 2021 | Q3 2023 | 8 |
Arrow Investment Advisors, LLC | 4 | 1 | 3.53% | 4.38% | 5.15% | Q2 2014 | Q1 2023 | 8 |
Missouri Trust & Investment Co | 8 | 8 | 0.04% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 8 |
NORWOOD FINANCIAL CORP | 8 | 8 | 0.16% | 0.17% | 0.17% | Q4 2021 | Q3 2023 | 8 |
CAPSTONE INVESTMENT ADVISORS, LLC | 2 | 1 | 0.00% | 0.04% | 0.29% | Q4 2015 | Q3 2023 | 8 |
NATIONAL PLANNING CORP | 4 | 1 | 0.01% | 0.04% | 0.10% | Q2 2013 | Q3 2017 | 8 |
National Wealth Management Group, LLC | 8 | 8 | 0.50% | 0.58% | 0.73% | Q4 2021 | Q3 2023 | 8 |
Raleigh Capital Management Inc. | 8 | 8 | 0.01% | 0.01% | 0.02% | Q4 2021 | Q3 2023 | 8 |
Byrne Asset Management LLC | 8 | 8 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q3 2023 | 8 |
ARISTEIA CAPITAL, L.L.C. | 4 | 4 | 0.03% | 0.05% | 0.06% | Q1 2020 | Q4 2020 | 8 |
Castleview Partners, LLC | 7 | 1 | 0.00% | 0.01% | 0.04% | Q2 2021 | Q2 2023 | 8 |
3D/L Capital Management, LLC | 5 | 3 | 0.12% | 0.15% | 0.25% | Q1 2021 | Q3 2023 | 8 |
Integrated Investment Consultants, LLC | 7 | 1 | 0.07% | 0.08% | 0.08% | Q1 2016 | Q1 2018 | 8 |
Ameritas Investment Company, LLC | 3 | 2 | 0.02% | 0.05% | 0.17% | Q4 2018 | Q3 2021 | 8 |
NATIONAL BANK OF CANADA /FI/ | 8 | 8 | 0.00% | 0.01% | 0.06% | Q4 2021 | Q3 2023 | 8 |
MARINER INDEPENDENT ADVISOR NETWORK, LLC | 8 | 8 | 0.05% | 0.48% | 0.65% | Q4 2020 | Q3 2022 | 8 |
AMERICAN NATIONAL BANK | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2014 | Q3 2023 | 8 |
Global X Management CO LLC | 2 | 1 | 0.02% | 0.11% | 0.29% | Q4 2014 | Q2 2018 | 8 |
Firestone Capital Management | 8 | 8 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2021 | 8 |
Dunvegan Associates, Inc. | 8 | 8 | 0.01% | 0.10% | 0.36% | Q1 2014 | Q4 2015 | 8 |
Silverleafe Capital Partners, LLC | 7 | 1 | 0.13% | 1.51% | 1.87% | Q3 2018 | Q1 2022 | 8 |
GenTrust, LLC | 5 | 1 | 0.02% | 0.14% | 0.25% | Q3 2020 | Q3 2023 | 8 |
SeaCrest Wealth Management, LLC | 6 | 1 | 0.01% | 0.02% | 0.05% | Q4 2017 | Q2 2022 | 8 |
Pacific Wealth Strategies Group, Inc. | 8 | 8 | 0.08% | 0.10% | 0.14% | Q2 2020 | Q1 2022 | 8 |
Wilson & Boucher Capital Management, LLC | 8 | 8 | 1.30% | 1.40% | 1.48% | Q4 2021 | Q3 2023 | 8 |
Allianz Asset Management GmbH | 6 | 2 | 0.00% | 0.00% | 0.01% | Q1 2018 | Q2 2022 | 8 |
SRS Capital Advisors, Inc. | 8 | 8 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 8 |
BOSTON PRIVATE BANK & TRUST CO | 8 | 8 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q1 2015 | 8 |
WEST BANCORPORATION INC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2019 | Q3 2022 | 8 |
FIDUCIARY SERVICES CORP/GA | 8 | 8 | 0.14% | 0.15% | 0.18% | Q2 2013 | Q1 2015 | 8 |
NEW ENGLAND SECURITIES CORP /MA/ | 7 | 7 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2014 | 7 |
FIRST QUADRANT LLC/CA | 6 | 1 | 0.06% | 0.32% | 1.83% | Q4 2019 | Q1 2022 | 7 |
Strategic Investment Advisors / MI | 5 | 1 | 0.06% | 0.14% | 0.25% | Q4 2020 | Q4 2022 | 7 |
Astor Investment Management LLC | 4 | 1 | 0.15% | 0.43% | 0.86% | Q1 2019 | Q3 2023 | 7 |
Charter Oak Capital Management, LLC | 7 | 7 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q2 2022 | 7 |
MCMILLION CAPITAL MANAGEMENT INC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2022 | 7 |
SUMMIT FINANCIAL GROUP, INC. | 7 | 7 | 0.11% | 0.13% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Covington Capital Management | 6 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q3 2022 | 7 |
Integrated Wealth Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2015 | Q3 2016 | 7 |
McIlrath & Eck, LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
WHITENER CAPITAL MANAGEMENT, INC. | 5 | 2 | 0.02% | 0.02% | 0.02% | Q4 2017 | Q3 2019 | 7 |
TEXAS CAPITAL BANCSHARES INC/TX | 3 | 2 | 0.28% | 0.56% | 1.17% | Q1 2021 | Q1 2023 | 7 |
HT Partners LLC | 6 | 1 | 1.55% | 6.11% | 10.42% | Q2 2013 | Q4 2015 | 7 |
Destiny Wealth Partners, LLC | 4 | 1 | 0.00% | 0.02% | 0.02% | Q4 2020 | Q4 2022 | 7 |
Leicht Financial Planning & Wealth Management, Inc. | 5 | 2 | 0.21% | 1.69% | 2.39% | Q4 2016 | Q1 2022 | 7 |
Beacon Capital Management, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
SWARTHMORE GROUP INC | 7 | 7 | 1.82% | 2.49% | 2.90% | Q1 2016 | Q3 2017 | 7 |
Nuveen Asset Management, LLC | 6 | 1 | 0.00% | 0.01% | 0.01% | Q3 2013 | Q4 2016 | 7 |
KWMG, LLC | 7 | 7 | 0.03% | 0.07% | 0.17% | Q2 2018 | Q4 2019 | 7 |
Warther Private Wealth, LLC | 6 | 1 | 0.14% | 0.22% | 0.30% | Q2 2021 | Q2 2023 | 7 |
Atria Wealth Solutions, Inc. | 7 | 7 | 0.02% | 0.02% | 0.03% | Q1 2022 | Q3 2023 | 7 |
TILIA FIDUCIARY PARTNERS, INC. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q2 2023 | 7 |
Eudaimonia Partners, LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q4 2019 | Q1 2022 | 7 |
FORTEM FINANCIAL GROUP, LLC | 7 | 7 | 0.88% | 2.69% | 4.01% | Q1 2022 | Q3 2023 | 7 |
CASTLEARK MANAGEMENT LLC | 7 | 7 | 0.62% | 0.98% | 1.16% | Q3 2020 | Q1 2022 | 7 |
AlphaCentric Advisors LLC | 7 | 7 | 0.04% | 0.05% | 0.07% | Q2 2020 | Q4 2021 | 7 |
Tyler-Stone Wealth Management | 5 | 2 | 0.06% | 0.07% | 0.08% | Q4 2021 | Q3 2023 | 7 |
CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 6 | 1 | 0.02% | 0.03% | 0.04% | Q3 2020 | Q3 2023 | 7 |
QUADRANT CAPITAL GROUP LLC | 5 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q1 2022 | 7 |
Financial Management Professionals, Inc. | 6 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q1 2023 | 7 |
Lloyd Advisory Services, LLC. | 7 | 7 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q1 2022 | 7 |
WEXFORD CAPITAL LP | 5 | 1 | 0.18% | 0.44% | 1.15% | Q4 2019 | Q2 2023 | 7 |
Phoenix Holdings Ltd. | 7 | 7 | 0.04% | 0.11% | 0.36% | Q4 2020 | Q2 2022 | 7 |
PRINCETON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2019 | 7 |
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 6 | 1 | 0.02% | 0.05% | 0.07% | Q2 2018 | Q1 2023 | 7 |
ARCADIA INVESTMENT MANAGEMENT CORP/MI | 6 | 1 | 0.01% | 0.01% | 0.02% | Q4 2015 | Q1 2020 | 7 |
GHP Investment Advisors, Inc. | 7 | 7 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q3 2023 | 7 |
Forward Management, LLC | 5 | 1 | 0.00% | 0.57% | 2.79% | Q1 2014 | Q4 2020 | 7 |
Viewpoint Capital Management LLC | 6 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 7 |
GLG Partners LP | 3 | 3 | 0.02% | 0.13% | 0.34% | Q3 2014 | Q1 2016 | 7 |
BAIRD ROBERT W & CO INC /WI/ | 7 | 7 | 0.02% | 0.16% | 0.22% | Q3 2013 | Q1 2015 | 7 |
Advisory Resource Group | 5 | 2 | 0.16% | 0.19% | 0.31% | Q2 2021 | Q3 2023 | 7 |
Rampart Investment Management Company, LLC | 2 | 1 | 0.03% | 3.20% | 7.83% | Q1 2016 | Q2 2020 | 7 |
COUNTRY CLUB BANK /GFN | 7 | 7 | 0.02% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
Placemark Investments, Inc. | 7 | 7 | 0.01% | 0.61% | 1.04% | Q2 2013 | Q4 2014 | 7 |
ABSOLUTE CAPITAL MANAGEMENT, LLC | 7 | 7 | 0.01% | 2.28% | 3.80% | Q4 2021 | Q2 2023 | 7 |
MONEY CONCEPTS CAPITAL CORP | 5 | 2 | 0.00% | 0.01% | 0.02% | Q4 2020 | Q4 2022 | 7 |
Redwood Financial Network Corp | 7 | 7 | 0.40% | 0.58% | 0.73% | Q1 2022 | Q3 2023 | 7 |
Point72 Asset Management, L.P. | 2 | 1 | 0.01% | 0.06% | 0.33% | Q4 2014 | Q3 2023 | 7 |
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | 4 | 1 | 0.00% | 0.20% | 0.82% | Q4 2019 | Q3 2023 | 7 |
Zions Bancorporation | 5 | 1 | 0.00% | 0.00% | 0.01% | Q3 2015 | Q3 2018 | 7 |
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | 6 | 1 | 0.00% | 0.01% | 0.04% | Q4 2013 | Q4 2022 | 7 |
Dakota Wealth Management | 5 | 2 | 0.12% | 0.24% | 0.36% | Q4 2014 | Q3 2023 | 7 |
BAROMETER CAPITAL MANAGEMENT INC. | 6 | 1 | 0.08% | 0.18% | 0.33% | Q1 2016 | Q4 2021 | 7 |
Ally Financial Inc. | 6 | 1 | 0.46% | 0.66% | 1.02% | Q1 2021 | Q4 2022 | 7 |
NIXON PEABODY TRUST CO | 4 | 3 | 0.10% | 0.85% | 1.56% | Q4 2020 | Q2 2023 | 7 |
Wedmont Private Capital | 7 | 7 | 0.04% | 0.06% | 0.08% | Q1 2022 | Q3 2023 | 7 |
BAILARD, INC. | 5 | 2 | 0.01% | 0.02% | 0.03% | Q4 2018 | Q1 2022 | 7 |
BOURGEON CAPITAL MANAGEMENT LLC | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q1 2021 | 7 |
Legacy Advisors, LLC | 7 | 7 | 0.18% | 0.25% | 0.29% | Q1 2018 | Q3 2019 | 7 |
GM Advisory Group, LLC | 7 | 7 | 0.14% | 2.04% | 3.36% | Q3 2020 | Q1 2022 | 7 |
Western Wealth Management, LLC | 7 | 7 | 0.03% | 0.04% | 0.08% | Q1 2022 | Q3 2023 | 7 |
ERn Financial, LLC | 7 | 7 | 0.06% | 0.11% | 0.15% | Q1 2022 | Q3 2023 | 7 |
Lenox Wealth Management, Inc. | 6 | 1 | 0.00% | 0.02% | 0.05% | Q3 2018 | Q2 2020 | 7 |
SOUTH GEORGIA CAPITAL, LLC | 7 | 7 | 0.02% | 0.05% | 0.06% | Q1 2014 | Q3 2015 | 7 |
Armor Investment Advisors, LLC | 7 | 7 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 7 |
PICTET ASSET MANAGEMENT SA | 7 | 7 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2023 | 7 |
Maven Securities LTD | 3 | 1 | 0.01% | 0.18% | 0.48% | Q4 2019 | Q1 2023 | 7 |
Bernardo Wealth Planning LLC | 4 | 3 | 0.13% | 0.16% | 0.18% | Q1 2019 | Q4 2020 | 7 |
HAZLETT, BURT & WATSON, INC. | 7 | 7 | 0.04% | 0.05% | 0.05% | Q1 2022 | Q3 2023 | 7 |
APPLETON PARTNERS INC/MA | 7 | 7 | 0.02% | 0.04% | 0.08% | Q2 2022 | Q4 2023 | 7 |
Chemistry Wealth Management LLC | 7 | 7 | 0.10% | 0.11% | 0.12% | Q1 2022 | Q3 2023 | 7 |
CAPSTONE ASSET MANAGEMENT CO | 7 | 7 | 0.06% | 0.08% | 0.10% | Q4 2013 | Q2 2015 | 7 |
AXXCESS WEALTH MANAGEMENT, LLC | 4 | 3 | 0.02% | 0.08% | 0.18% | Q4 2021 | Q3 2023 | 7 |
Hanson & Doremus Investment Management | 7 | 7 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q3 2023 | 7 |
REILLY FINANCIAL ADVISORS, LLC | 5 | 2 | 0.00% | 0.00% | 0.01% | Q4 2013 | Q4 2017 | 7 |
Strengthening Families & Communities, LLC | 5 | 2 | 0.01% | 0.05% | 0.10% | Q4 2021 | Q3 2023 | 7 |
US FINANCIAL ADVISORS, LLC | 6 | 1 | 0.06% | 3.08% | 5.60% | Q4 2014 | Q1 2021 | 7 |
Blue Sky Asset Management, LLC | 7 | 7 | 0.46% | 0.86% | 2.15% | Q1 2017 | Q3 2018 | 7 |
TOWNSQUARE CAPITAL LLC | 6 | 1 | 0.01% | 0.04% | 0.09% | Q1 2019 | Q1 2023 | 7 |
Bellwether Advisors, LLC | 6 | 1 | 0.02% | 0.39% | 1.03% | Q4 2020 | Q3 2023 | 7 |
PERSONAL CFO SOLUTIONS, LLC | 6 | 1 | 0.22% | 0.27% | 0.33% | Q3 2020 | Q4 2022 | 7 |
All Terrain Financial Advisors, LLC | 6 | 1 | 0.07% | 0.12% | 0.16% | Q4 2017 | Q4 2019 | 7 |
AlphaCore Capital LLC | 7 | 7 | 0.01% | 0.03% | 0.04% | Q1 2022 | Q3 2023 | 7 |
BlackRock Group LTD | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2016 | 6 |
Avestar Capital, LLC | 5 | 1 | 0.00% | 0.06% | 0.09% | Q4 2017 | Q2 2019 | 6 |
One River Asset Management, LLC | 1 | 1 | 0.00% | 0.02% | 0.05% | Q4 2022 | Q3 2023 | 6 |
Founders Capital Management | 6 | 6 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2022 | 6 |
FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 6 | 6 | 0.09% | 0.47% | 0.72% | Q2 2014 | Q3 2015 | 6 |
Chanos & Co LP | 5 | 1 | 0.11% | 0.23% | 0.44% | Q4 2018 | Q3 2020 | 6 |
FormulaFolio Investments, LLC | 3 | 1 | 0.00% | 0.87% | 4.99% | Q4 2014 | Q2 2021 | 6 |
ALTFEST L J & CO INC | 3 | 3 | 0.22% | 0.42% | 0.79% | Q2 2017 | Q2 2019 | 6 |
Coston, McIsaac & Partners | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Orion Portfolio Solutions, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2019 | Q3 2023 | 6 |
AEGON USA Investment Management, LLC | 6 | 6 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q4 2014 | 6 |
Cresset Asset Management, LLC | 6 | 6 | 0.00% | 0.01% | 0.03% | Q2 2022 | Q3 2023 | 6 |
Ifrah Financial Services, Inc. | 4 | 2 | 0.06% | 0.08% | 0.14% | Q2 2021 | Q1 2023 | 6 |
Berkeley Capital Partners, LLC | 4 | 2 | 0.10% | 0.30% | 0.66% | Q4 2016 | Q1 2022 | 6 |
Intrepid Financial Planning Group LLC | 6 | 6 | 0.17% | 0.19% | 0.21% | Q2 2022 | Q3 2023 | 6 |
MKT Advisors LLC | 6 | 6 | 0.15% | 0.16% | 0.18% | Q1 2022 | Q2 2023 | 6 |
AUA CAPITAL MANAGEMENT, LLC | 6 | 6 | 0.05% | 0.10% | 0.11% | Q4 2016 | Q1 2018 | 6 |
Optimum Quantvest Corp | 6 | 6 | 1.05% | 1.67% | 2.55% | Q2 2019 | Q3 2020 | 6 |
EDMOND DE ROTHSCHILD (SUISSE) S.A. | 6 | 6 | 0.01% | 0.01% | 0.03% | Q2 2015 | Q3 2016 | 6 |
Euclid Advisors LLC | 6 | 6 | 2.56% | 3.63% | 4.68% | Q2 2013 | Q3 2014 | 6 |
Joseph Group Capital Management | 6 | 6 | 0.02% | 0.15% | 0.76% | Q2 2022 | Q3 2023 | 6 |
Beaumont Capital Management, LLC | 5 | 1 | 3.93% | 5.94% | 6.75% | Q4 2020 | Q4 2022 | 6 |
MAPLE SECURITIES USA INC | 3 | 1 | 0.34% | 1.36% | 2.78% | Q2 2013 | Q1 2015 | 6 |
Lindbrook Capital, LLC | 6 | 6 | 0.00% | 0.00% | 0.01% | Q2 2022 | Q3 2023 | 6 |
Valmark Advisers, Inc. | 6 | 6 | 0.00% | 0.02% | 0.04% | Q2 2022 | Q3 2023 | 6 |
NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 5 | 1 | 0.03% | 0.05% | 0.08% | Q2 2021 | Q3 2023 | 6 |
Integrity Financial Corp /WA | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Personal Capital Advisors Corp | 4 | 1 | 0.00% | 0.01% | 0.03% | Q3 2020 | Q4 2022 | 6 |
SCOPUS ASSET MANAGEMENT, L.P. | 2 | 1 | 0.16% | 0.49% | 1.00% | Q2 2019 | Q1 2022 | 6 |
Barnett & Company, Inc. | 6 | 6 | 0.01% | 0.02% | 0.03% | Q3 2020 | Q4 2021 | 6 |
F-Squared Investment Management, LLC | 6 | 6 | 1.80% | 3.91% | 10.00% | Q2 2013 | Q3 2014 | 6 |
VALICENTI ADVISORY SERVICES INC | 6 | 6 | 0.56% | 0.63% | 0.69% | Q4 2020 | Q1 2022 | 6 |
Optiver Holding B.V. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 6 |
Landsberg, Bennett, & Dubbaneh LLC | 5 | 1 | 0.08% | 0.16% | 0.27% | Q4 2018 | Q2 2021 | 6 |
PrairieView Partners, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2023 | 6 |
Vontobel Holding Ltd. | 6 | 6 | 0.00% | 0.00% | 0.01% | Q4 2020 | Q1 2022 | 6 |
Center For Asset Management LLC | 5 | 1 | 0.16% | 0.25% | 0.38% | Q4 2020 | Q2 2022 | 6 |
MERITAGE PORTFOLIO MANAGEMENT | 3 | 1 | 0.19% | 0.56% | 0.73% | Q4 2016 | Q2 2022 | 6 |
Moors & Cabot, Inc. | 5 | 1 | 0.02% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 6 |
Neuberger Berman Group LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Lee Capital Management LP | 6 | 6 | 0.59% | 0.73% | 0.81% | Q4 2016 | Q1 2018 | 6 |
CABANA LLC | 3 | 1 | 0.00% | 1.27% | 4.36% | Q2 2018 | Q2 2020 | 6 |
TAP Consulting, LLC | 6 | 6 | 0.06% | 0.17% | 0.25% | Q3 2020 | Q4 2021 | 6 |
BW Gestao de Investimentos Ltda. | 5 | 1 | 1.28% | 1.96% | 3.01% | Q3 2021 | Q2 2023 | 6 |
Obsidian Personal Planning Solutions LLC | 6 | 6 | 1.96% | 2.85% | 3.17% | Q2 2022 | Q3 2023 | 6 |
WESBANCO BANK INC | 5 | 1 | 0.02% | 0.07% | 0.10% | Q3 2020 | Q1 2022 | 6 |
SPOT TRADING L.L.C. | 2 | 2 | 0.00% | 0.06% | 0.13% | Q2 2017 | Q3 2017 | 6 |
Heritage Trust Co | 6 | 6 | 0.00% | 0.01% | 0.01% | Q3 2017 | Q4 2018 | 6 |
USCA RIA LLC | 3 | 3 | 0.03% | 0.03% | 0.05% | Q2 2019 | Q2 2021 | 6 |
Shamrock Asset Management LLC | 6 | 6 | 0.00% | 4.73% | 8.06% | Q2 2013 | Q3 2014 | 6 |
FIRST COMMONWEALTH FINANCIAL CORP /PA/ | 4 | 1 | 0.13% | 0.20% | 0.31% | Q1 2018 | Q4 2019 | 6 |
Gary Goldberg Planning Services Inc | 6 | 6 | 0.00% | 0.36% | 0.48% | Q3 2013 | Q4 2014 | 6 |
SkyView Investment Advisors, LLC | 3 | 3 | 0.00% | 0.15% | 0.33% | Q4 2020 | Q2 2023 | 6 |
Waldron Private Wealth LLC | 6 | 6 | 0.12% | 0.14% | 0.16% | Q1 2021 | Q2 2022 | 6 |
EverSource Wealth Advisors, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q4 2021 | Q3 2023 | 6 |
Jump Financial, LLC | 3 | 1 | 0.09% | 0.30% | 0.64% | Q1 2021 | Q3 2023 | 6 |
COMMUNITY BANK SYSTEM, INC. | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2014 | 6 |
Integer Wealth Advisors Group LLC | 6 | 6 | 0.21% | 0.27% | 0.40% | Q4 2019 | Q1 2021 | 6 |
Constellation Wealth Advisors, LLC | 6 | 6 | 0.02% | 0.26% | 0.59% | Q2 2013 | Q3 2014 | 6 |
MJP ASSOCIATES INC /ADV | 6 | 6 | 2.28% | 2.65% | 2.95% | Q4 2020 | Q1 2022 | 6 |
VERUS CAPITAL PARTNERS, LLC | 4 | 2 | 0.02% | 0.08% | 0.15% | Q4 2019 | Q4 2022 | 6 |
Meiji Yasuda Life Insurance Co | 6 | 6 | 0.04% | 0.10% | 0.19% | Q2 2022 | Q3 2023 | 6 |
First PREMIER Bank | 6 | 6 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q3 2023 | 6 |
HBW ADVISORY SERVICES LLC | 5 | 1 | 0.05% | 0.09% | 0.25% | Q3 2020 | Q1 2022 | 6 |
HERITAGE WEALTH MANAGEMENT, LLC | 4 | 2 | 0.00% | 0.01% | 0.01% | Q2 2021 | Q4 2022 | 6 |
Claraphi Advisory Network, LLC | 4 | 1 | 0.01% | 0.27% | 0.67% | Q4 2017 | Q1 2020 | 6 |
Centennial Wealth Advisory LLC | 6 | 6 | 0.17% | 0.22% | 0.31% | Q1 2021 | Q2 2022 | 6 |
Lee Capital Holdings LLC | 4 | 2 | 0.66% | 1.35% | 1.73% | Q2 2018 | Q4 2019 | 6 |
Pekin Hardy Strauss, Inc. | 6 | 6 | 0.04% | 0.14% | 0.19% | Q3 2020 | Q4 2021 | 6 |
Camelot Portfolios, LLC | 6 | 6 | 0.13% | 0.16% | 0.21% | Q3 2018 | Q4 2019 | 6 |
Centerpoint Advisors, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
Ameraudi Asset Management, Inc. | 5 | 1 | 2.00% | 3.70% | 4.22% | Q3 2020 | Q3 2023 | 6 |
HUDSON VALLEY INVESTMENT ADVISORS INC /ADV | 6 | 6 | 0.03% | 0.06% | 0.09% | Q2 2022 | Q3 2023 | 6 |
AlphaStar Capital Management, LLC | 4 | 2 | 0.02% | 0.36% | 1.95% | Q4 2020 | Q2 2022 | 6 |
West Financial Advisors, LLC | 3 | 1 | 0.01% | 0.18% | 0.44% | Q4 2020 | Q1 2023 | 6 |
HERSHEY TRUST CO | 6 | 6 | 0.05% | 0.15% | 0.18% | Q1 2021 | Q2 2022 | 6 |
Counsel Portfolio Services Inc. | 5 | 1 | 0.41% | 0.66% | 1.17% | Q2 2014 | Q2 2016 | 6 |
DSC Advisors, L.P. | 5 | 1 | 0.23% | 2.49% | 13.45% | Q4 2012 | Q1 2015 | 6 |
TCF National Bank | 4 | 2 | 0.03% | 0.03% | 0.04% | Q3 2019 | Q1 2021 | 6 |
KMS FINANCIAL SERVICES, INC | 6 | 6 | 0.04% | 0.09% | 0.30% | Q2 2013 | Q3 2014 | 6 |
NEW YORK STATE COMMON RETIREMENT FUND | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2013 | Q2 2017 | 6 |
MBA Advisors LLC | 6 | 6 | 0.14% | 0.18% | 0.22% | Q1 2021 | Q2 2022 | 6 |
Cullen Capital Management, LLC | 3 | 1 | 0.00% | 0.07% | 0.32% | Q2 2019 | Q2 2023 | 6 |
FIRST NATIONAL BANK SIOUX FALLS | 6 | 6 | 0.35% | 0.37% | 0.39% | Q2 2013 | Q3 2014 | 6 |
Polar Asset Management Partners Inc. | 3 | 3 | 0.01% | 0.01% | 0.02% | Q3 2019 | Q3 2021 | 6 |
Quad-Cities Investment Group, LLC | 6 | 6 | 0.02% | 0.03% | 0.03% | Q2 2018 | Q3 2019 | 6 |
Miracle Mile Advisors, LLC | 4 | 1 | 0.01% | 0.02% | 0.04% | Q1 2021 | Q3 2023 | 6 |
FAGAN ASSOCIATES, INC. | 6 | 6 | 0.25% | 0.44% | 0.51% | Q4 2020 | Q1 2022 | 6 |
Merit Financial Group, LLC | 6 | 6 | 0.01% | 0.04% | 0.06% | Q2 2022 | Q3 2023 | 6 |
Ten Capital Wealth Advisors, LLC | 5 | 5 | 0.02% | 0.06% | 0.08% | Q3 2020 | Q3 2021 | 5 |
McAdam, LLC | 2 | 1 | 0.00% | 0.05% | 0.08% | Q3 2018 | Q2 2023 | 5 |
HBK INVESTMENTS L P | 3 | 1 | 0.01% | 0.09% | 0.15% | Q1 2014 | Q4 2015 | 5 |
Sowa Financial Group, Inc. | 5 | 5 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2020 | 5 |
Weil Company, Inc. | 5 | 5 | 0.28% | 0.40% | 0.50% | Q3 2022 | Q3 2023 | 5 |
Legacy Private Trust Co. | 5 | 5 | 0.12% | 0.26% | 0.60% | Q3 2022 | Q3 2023 | 5 |
Moreno Evelyn V | 5 | 5 | 0.58% | 1.05% | 1.28% | Q3 2022 | Q3 2023 | 5 |
Farmers & Merchants Trust Co of Chambersburg PA | 3 | 2 | 0.01% | 0.02% | 0.03% | Q1 2021 | Q3 2023 | 5 |
Roble, Belko & Company, Inc | 5 | 5 | 0.01% | 0.01% | 0.01% | Q2 2019 | Q2 2020 | 5 |
American Institute for Advanced Investment Management, LLP | 5 | 5 | 0.40% | 0.53% | 0.59% | Q2 2021 | Q2 2022 | 5 |
InTrack Investment Management Inc | 3 | 2 | 0.17% | 0.28% | 0.42% | Q4 2020 | Q1 2022 | 5 |
Employees Retirement System of Texas | 5 | 5 | 0.80% | 0.84% | 0.88% | Q2 2018 | Q2 2019 | 5 |
INSPIRION WEALTH ADVISORS, LLC | 5 | 5 | 0.04% | 0.06% | 0.09% | Q2 2022 | Q2 2023 | 5 |
Mosaic Family Wealth, LLC | 5 | 5 | 0.01% | 0.04% | 0.06% | Q4 2017 | Q4 2018 | 5 |
HANCOCK WHITNEY CORP | 2 | 1 | 0.01% | 0.05% | 0.09% | Q4 2014 | Q4 2017 | 5 |
HL FINANCIAL SERVICES LLC | 5 | 5 | 0.03% | 0.07% | 0.12% | Q2 2013 | Q2 2014 | 5 |
High Falls Advisors, Inc | 3 | 1 | 0.21% | 0.25% | 0.35% | Q3 2016 | Q2 2021 | 5 |
IronBridge Private Wealth, LLC | 5 | 5 | 0.00% | 0.90% | 4.51% | Q4 2020 | Q4 2021 | 5 |
Bremer Bank National Association | 5 | 5 | 0.92% | 1.01% | 1.06% | Q1 2019 | Q1 2020 | 5 |
Fusion Capital, LLC | 5 | 5 | 2.89% | 2.97% | 3.08% | Q2 2021 | Q2 2022 | 5 |
Cable Hill Partners, LLC | 5 | 5 | 0.02% | 0.03% | 0.03% | Q1 2018 | Q1 2019 | 5 |
BB&T INVESTMENT SERVICES, INC. | 5 | 5 | 0.01% | 0.02% | 0.04% | Q4 2016 | Q4 2017 | 5 |
Berkshire Money Management, Inc. | 3 | 1 | 0.00% | 0.81% | 3.82% | Q1 2013 | Q1 2020 | 5 |
Pinkerton Retirement Specialists, LLC | 3 | 1 | 0.00% | 0.51% | 2.06% | Q2 2016 | Q3 2021 | 5 |
GYL FINANCIAL SYNERGIES, LLC | 4 | 1 | 0.15% | 0.21% | 0.25% | Q1 2019 | Q4 2021 | 5 |
MARINER INVESTMENT GROUP LLC | 2 | 2 | 0.00% | 0.78% | 3.34% | Q3 2015 | Q4 2015 | 5 |
LYNCH & ASSOCIATES/IN | 5 | 5 | 0.12% | 0.13% | 0.13% | Q4 2013 | Q4 2014 | 5 |
Hochman Cole Investment Advisors, Inc. | 5 | 5 | 0.14% | 0.16% | 0.18% | Q4 2016 | Q4 2017 | 5 |
CoreCap Advisors, LLC | 5 | 5 | 0.03% | 0.13% | 0.34% | Q4 2021 | Q4 2022 | 5 |
First Bancorp, Inc /ME/ | 5 | 5 | 0.28% | 0.30% | 0.31% | Q3 2022 | Q3 2023 | 5 |
Windsor Wealth Management, Inc. | 5 | 5 | 0.12% | 0.14% | 0.18% | Q1 2021 | Q1 2022 | 5 |
Birch Hill Investment Advisors LLC | 5 | 5 | 0.04% | 0.05% | 0.07% | Q2 2021 | Q2 2022 | 5 |
STEPHENS INC /AR/ | 4 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2021 | 5 |
ROVIN CAPITAL /UT/ /ADV | 5 | 5 | 0.13% | 0.14% | 0.15% | Q3 2022 | Q3 2023 | 5 |
Stamos Capital Partners, L.P. | 5 | 5 | 0.15% | 0.24% | 0.33% | Q3 2020 | Q3 2021 | 5 |
Core Alternative Capital | 2 | 1 | 0.00% | 0.07% | 0.23% | Q3 2021 | Q3 2023 | 5 |
Mizuho Bank, Ltd. | 1 | 1 | 1.51% | 3.59% | 6.85% | Q4 2013 | Q1 2021 | 5 |
DRW Securities, LLC | 2 | 1 | 0.01% | 0.13% | 0.38% | Q4 2013 | Q2 2023 | 5 |
TrueWealth Advisors, LLC | 5 | 5 | 0.11% | 0.13% | 0.14% | Q2 2021 | Q2 2022 | 5 |
Leucadia National | 1 | 1 | 0.02% | 0.08% | 0.16% | Q4 2022 | Q3 2023 | 5 |
Inscription Capital, LLC | 2 | 1 | 0.00% | 0.07% | 0.15% | Q4 2018 | Q4 2021 | 5 |
Seven Springs Wealth Group, LLC | 5 | 5 | 0.05% | 0.06% | 0.08% | Q1 2020 | Q1 2021 | 5 |
Golden State Wealth Management, LLC | 4 | 1 | 0.01% | 0.10% | 0.23% | Q1 2019 | Q1 2022 | 5 |
Apexium Financial, LP | 5 | 5 | 0.03% | 0.04% | 0.06% | Q3 2022 | Q3 2023 | 5 |
WealthPLAN Partners, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q4 2015 | Q2 2023 | 5 |
Csenge Advisory Group | 3 | 1 | 0.02% | 0.06% | 0.10% | Q4 2020 | Q2 2022 | 5 |
SVB Investment Services Inc. | 5 | 5 | 0.02% | 0.02% | 0.04% | Q4 2019 | Q4 2020 | 5 |
Glovista Investments LLC | 3 | 1 | 0.07% | 0.36% | 1.24% | Q4 2013 | Q2 2021 | 5 |
True Link Financial Advisors, LLC | 5 | 5 | 0.02% | 0.02% | 0.03% | Q4 2020 | Q4 2021 | 5 |
Redhawk Wealth Advisors, Inc. | 1 | 1 | 0.88% | 1.73% | 3.33% | Q2 2019 | Q1 2023 | 5 |
SpiderRock Advisors, LLC | 1 | 1 | 0.01% | 0.10% | 0.46% | Q1 2017 | Q2 2021 | 5 |
ACIMA PRIVATE WEALTH, LLC | 5 | 5 | 0.07% | 0.08% | 0.08% | Q4 2018 | Q4 2019 | 5 |
Symmetry Partners, LLC | 3 | 1 | 0.28% | 0.46% | 0.70% | Q3 2019 | Q2 2023 | 5 |
Zions Bancorporation, N.A. | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2021 | 5 |
Savior LLC | 4 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 5 |
Trexquant Investment LP | 2 | 1 | 0.02% | 0.06% | 0.10% | Q2 2021 | Q3 2023 | 5 |
QUANTUM CAPITAL MANAGEMENT | 5 | 5 | 0.01% | 0.01% | 0.01% | Q3 2019 | Q3 2020 | 5 |
SIMMONS FIRST TRUST CO NA | 5 | 5 | 0.06% | 0.09% | 0.16% | Q4 2014 | Q4 2015 | 5 |
PEAPACK GLADSTONE FINANCIAL CORP | 5 | 5 | 0.10% | 0.11% | 0.12% | Q3 2022 | Q3 2023 | 5 |
NWAM LLC | 5 | 5 | 0.02% | 0.04% | 0.05% | Q2 2021 | Q2 2022 | 5 |
Financial Futures Ltd Liability Co. | 5 | 5 | 0.29% | 1.77% | 2.95% | Q4 2021 | Q4 2022 | 5 |
Bayesian Capital Management, LP | 2 | 1 | 0.06% | 0.12% | 0.17% | Q2 2016 | Q2 2023 | 5 |
WESPAC Advisors SoCal, LLC | 5 | 5 | 0.29% | 0.30% | 0.32% | Q2 2021 | Q2 2022 | 5 |
Ballew Advisors, Inc | 5 | 5 | 0.05% | 0.84% | 1.63% | Q1 2018 | Q1 2019 | 5 |
Hefty Wealth Partners | 2 | 1 | 1.46% | 1.84% | 2.22% | Q3 2016 | Q1 2018 | 5 |
Harrison & Co Wealth Management, LLC | 5 | 5 | 0.70% | 0.77% | 0.87% | Q4 2021 | Q4 2022 | 5 |
GREENWOOD CAPITAL ASSOCIATES LLC | 2 | 1 | 0.20% | 0.32% | 0.46% | Q2 2014 | Q4 2020 | 5 |
BlackRock Investment Management, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2015 | 5 |
Ergoteles LLC | 2 | 1 | 0.02% | 0.54% | 1.61% | Q2 2021 | Q3 2023 | 5 |
Washington Trust Advisors, Inc. | 5 | 5 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2022 | 5 |
Dorsey & Whitney Trust CO LLC | 5 | 5 | 0.06% | 0.08% | 0.11% | Q4 2013 | Q4 2014 | 5 |
Sage Advisory Services, Ltd.Co. | 4 | 1 | 0.15% | 1.26% | 2.47% | Q3 2018 | Q3 2021 | 5 |
KG&L Capital Management,LLC | 4 | 1 | 0.09% | 0.09% | 0.10% | Q2 2021 | Q2 2023 | 5 |
Balboa Wealth Partners | 5 | 5 | 0.09% | 0.20% | 0.50% | Q3 2022 | Q3 2023 | 5 |
Lourd Capital, LLC | 5 | 5 | 0.02% | 0.02% | 0.02% | Q1 2015 | Q1 2016 | 5 |
Temasek Holdings (Private) Ltd | 5 | 5 | 0.02% | 0.31% | 0.51% | Q4 2020 | Q4 2021 | 5 |
DT Investment Partners, LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
Johns Hopkins University | 5 | 5 | 1.08% | 3.17% | 10.16% | Q1 2021 | Q1 2022 | 5 |
tru Independence LLC | 3 | 1 | 0.03% | 0.05% | 0.06% | Q4 2019 | Q1 2022 | 5 |
ADAMS NATURAL RESOURCES FUND, INC. | 2 | 1 | 0.31% | 0.59% | 1.38% | Q4 2016 | Q4 2022 | 5 |
Total Clarity Wealth Management, Inc. | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q4 2021 | 4 |
M Holdings Securities, Inc. | 3 | 1 | 0.14% | 0.31% | 0.47% | Q2 2017 | Q2 2018 | 4 |
STAR Financial Bank | 4 | 4 | 0.44% | 0.47% | 0.51% | Q4 2022 | Q3 2023 | 4 |
Privium Fund Management (UK) Ltd | 4 | 4 | 0.81% | 1.21% | 1.62% | Q4 2022 | Q3 2023 | 4 |
Vestpro Financial Partners, Inc. dba CPF Texas | 4 | 4 | 1.05% | 1.11% | 1.19% | Q4 2017 | Q3 2018 | 4 |
NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 3 | 1 | 0.03% | 0.17% | 0.33% | Q3 2015 | Q3 2023 | 4 |
BOS Asset Management, LLC | 4 | 4 | 0.91% | 1.03% | 1.08% | Q4 2022 | Q3 2023 | 4 |
Alaethes Wealth LLC | 4 | 4 | 0.04% | 0.04% | 0.06% | Q2 2021 | Q1 2022 | 4 |
Y-Intercept (Hong Kong) Ltd | 3 | 1 | 0.06% | 0.15% | 0.27% | Q2 2021 | Q4 2022 | 4 |
PACIFIC FINANCIAL GROUP INC | 3 | 1 | 1.21% | 2.58% | 3.35% | Q2 2016 | Q2 2021 | 4 |
Archer Investment Corp | 3 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q3 2023 | 4 |
CreativeOne Wealth, LLC | 3 | 1 | 0.01% | 0.02% | 0.02% | Q1 2022 | Q3 2023 | 4 |
Congress Wealth Management LLC / DE / | 4 | 4 | 0.01% | 0.51% | 0.70% | Q4 2021 | Q3 2022 | 4 |
LAKE STREET PRIVATE WEALTH, LLC | 4 | 4 | 0.06% | 0.12% | 0.14% | Q4 2021 | Q3 2022 | 4 |
W.H. Cornerstone Investments Inc. | 4 | 4 | 0.19% | 0.21% | 0.27% | Q4 2022 | Q3 2023 | 4 |
Loudon Investment Management, LLC | 4 | 4 | 0.16% | 0.19% | 0.25% | Q1 2021 | Q4 2021 | 4 |
FIRST HORIZON CORP | 2 | 1 | 0.00% | 0.03% | 0.09% | Q2 2013 | Q2 2021 | 4 |
Atom Investors LP | 2 | 1 | 0.31% | 0.78% | 1.32% | Q2 2021 | Q3 2023 | 4 |
Sheaff Brock Investment Advisors, LLC | 4 | 4 | 0.03% | 0.05% | 0.07% | Q4 2016 | Q3 2017 | 4 |
Ahrens Investment Partners LLC | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2023 | 4 |
CIBC Private Wealth Group, LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q3 2023 | 4 |
Ascent Group, LLC | 3 | 1 | 0.02% | 0.03% | 0.04% | Q4 2021 | Q2 2023 | 4 |
Worth Venture Partners, LLC | 2 | 1 | 0.04% | 0.16% | 0.35% | Q1 2017 | Q2 2019 | 4 |
H&H Retirement Design & Management INC | 3 | 1 | 0.15% | 2.09% | 2.82% | Q2 2022 | Q3 2023 | 4 |
SPX Gestao de Recursos Ltda | 2 | 1 | 0.88% | 3.58% | 10.36% | Q1 2013 | Q2 2023 | 4 |
KMG FIDUCIARY PARTNERS, LLC | 4 | 4 | 0.07% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
Rafferty Asset Management, LLC | 3 | 1 | 0.06% | 0.37% | 0.57% | Q2 2013 | Q3 2014 | 4 |
Global Trust Asset Management, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q4 2017 | Q3 2019 | 4 |
Richard W. Paul & Associates, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Cypress Capital Group | 3 | 1 | 0.03% | 0.04% | 0.04% | Q4 2021 | Q3 2023 | 4 |
ParenteBeard Wealth Management, LLC | 4 | 4 | 0.12% | 0.14% | 0.16% | Q2 2013 | Q1 2014 | 4 |
DIMENSION CAPITAL MANAGEMENT LLC | 4 | 4 | 0.06% | 0.08% | 0.09% | Q1 2021 | Q4 2021 | 4 |
United Bank | 4 | 4 | 0.90% | 1.01% | 1.09% | Q2 2019 | Q1 2020 | 4 |
NCM Capital Management, LLC | 2 | 2 | 0.14% | 0.16% | 0.20% | Q4 2021 | Q2 2023 | 4 |
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Global Wealth Strategies & Associates | 4 | 4 | 0.01% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
ELEMENT CAPITAL MANAGEMENT LLC | 2 | 1 | 0.35% | 1.60% | 3.79% | Q3 2017 | Q4 2018 | 4 |
LifePro Asset Management | 4 | 4 | 0.20% | 0.25% | 0.32% | Q4 2022 | Q3 2023 | 4 |
Global Financial Private Capital, Inc | 2 | 2 | 0.00% | 0.02% | 0.05% | Q3 2017 | Q2 2019 | 4 |
CONNABLE OFFICE INC | 3 | 1 | 0.36% | 0.93% | 2.12% | Q2 2013 | Q4 2016 | 4 |
CETERA INVESTMENT MANAGEMENT LLC | 4 | 4 | 0.24% | 0.35% | 0.48% | Q2 2016 | Q1 2017 | 4 |
Engrave Wealth Partners LLC | 4 | 4 | 2.45% | 3.05% | 3.61% | Q3 2020 | Q2 2021 | 4 |
SkyOak Wealth, LLC | 2 | 1 | 1.11% | 1.45% | 1.66% | Q4 2019 | Q2 2021 | 4 |
Anfield Capital Management, LLC | 4 | 4 | 1.20% | 1.73% | 2.46% | Q4 2021 | Q3 2022 | 4 |
STONNINGTON GROUP, LLC | 2 | 2 | 0.03% | 0.05% | 0.06% | Q4 2021 | Q1 2023 | 4 |
Teamwork Financial Advisors, LLC | 4 | 4 | 0.05% | 0.21% | 0.36% | Q3 2021 | Q2 2022 | 4 |
Friedenthal Financial | 3 | 1 | 0.12% | 4.78% | 6.43% | Q1 2014 | Q2 2021 | 4 |
FinTrust Capital Advisors, LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 4 |
Granite Harbor Advisors, Inc. | 4 | 4 | 0.69% | 0.75% | 0.84% | Q4 2022 | Q3 2023 | 4 |
Riggs Asset Managment Co. Inc. | 4 | 4 | 1.02% | 1.57% | 2.08% | Q4 2022 | Q3 2023 | 4 |
SVB WEALTH LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2022 | 4 |
STEEL GROVE CAPITAL ADVISORS, LLC | 2 | 1 | 0.12% | 0.41% | 0.76% | Q3 2015 | Q4 2018 | 4 |
Virtue Capital Management, LLC | 3 | 1 | 0.02% | 0.18% | 0.31% | Q4 2017 | Q3 2019 | 4 |
Connolly Sarah T. | 4 | 4 | 0.69% | 0.82% | 0.91% | Q3 2022 | Q2 2023 | 4 |
AGF MANAGEMENT LTD | 4 | 4 | 0.23% | 0.27% | 0.30% | Q4 2022 | Q3 2023 | 4 |
OXFORD FINANCIAL GROUP, LTD. LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 4 |
Family Asset Management, LLC | 4 | 4 | 0.08% | 0.31% | 0.62% | Q4 2022 | Q3 2023 | 4 |
Massachusetts Wealth Management | 4 | 4 | 0.20% | 0.23% | 0.26% | Q4 2022 | Q3 2023 | 4 |
FIRST AMERICAN TRUST, FSB | 4 | 4 | 0.04% | 0.05% | 0.07% | Q3 2020 | Q2 2021 | 4 |
Kalos Management, Inc. | 3 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q2 2023 | 4 |
Capital One Investing, Inc. | 4 | 4 | 0.08% | 0.19% | 0.23% | Q4 2018 | Q3 2019 | 4 |
Independence Advisors, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2019 | Q3 2020 | 4 |
SageView Advisory Group, LLC | 4 | 4 | 0.04% | 0.07% | 0.08% | Q4 2022 | Q3 2023 | 4 |
JOHNSON INVESTMENT COUNSEL INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
JOYN Advisors, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q4 2018 | 4 |
Prime Capital Investment Advisors, LLC | 3 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q3 2023 | 4 |
Sequoia Financial Advisors, LLC | 2 | 2 | 0.00% | 0.02% | 0.04% | Q4 2016 | Q3 2023 | 4 |
Aurora Private Wealth, Inc. | 4 | 4 | 0.09% | 0.10% | 0.11% | Q1 2021 | Q4 2021 | 4 |
BROWN ADVISORY INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 4 |
Farther Finance Advisors, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Luken Investment Analytics, LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
MMBG INVESTMENT ADVISORS CO. | 2 | 2 | 0.02% | 0.02% | 0.03% | Q4 2021 | Q2 2023 | 4 |
Ionic Capital Management LLC | 2 | 2 | 0.01% | 0.12% | 0.27% | Q1 2014 | Q4 2016 | 4 |
Better Money Decisions, LLC | 3 | 1 | 0.06% | 0.07% | 0.08% | Q1 2021 | Q2 2022 | 4 |
Sharper & Granite LLC | 4 | 4 | 0.43% | 0.57% | 0.63% | Q4 2022 | Q3 2023 | 4 |
COHEN LAWRENCE B | 4 | 4 | 1.03% | 1.31% | 1.55% | Q3 2022 | Q2 2023 | 4 |
Park Place Capital Corp | 4 | 4 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q3 2023 | 4 |
Gallacher Capital Management LLC | 4 | 4 | 0.19% | 0.19% | 0.20% | Q4 2022 | Q3 2023 | 4 |
Cunning Capital Partners, LP | 4 | 4 | 2.69% | 2.95% | 3.18% | Q1 2021 | Q4 2021 | 4 |
B.O.S.S. Retirement Advisors, LLC | 2 | 2 | 0.04% | 0.07% | 0.10% | Q4 2022 | Q4 2023 | 4 |
DecisionPoint Financial, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Bank Julius Baer & Co. Ltd, Zurich | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2023 | 4 |
NWI MANAGEMENT LP | 3 | 1 | 0.16% | 0.26% | 0.34% | Q4 2016 | Q4 2017 | 4 |
Arista Wealth Management, LLC | 4 | 4 | 0.11% | 0.14% | 0.18% | Q4 2022 | Q3 2023 | 4 |
ROBERTSON STEPHENS ADVISORS LLC | 4 | 4 | 0.43% | 0.66% | 1.02% | Q4 2016 | Q3 2017 | 4 |
Sterling Investment Advisors, Ltd. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q2 2022 | 4 |
A. D. Beadell Investment Counsel, Inc. | 4 | 4 | 0.50% | 0.53% | 0.55% | Q3 2016 | Q2 2017 | 4 |
Truvestments Capital LLC | 3 | 1 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q3 2019 | 4 |
Arthur Zaske & Associates, LLC | 4 | 4 | 0.18% | 0.25% | 0.36% | Q1 2017 | Q4 2017 | 4 |
Alexandria Capital, LLC | 4 | 4 | 0.01% | 0.01% | 0.02% | Q1 2015 | Q4 2015 | 4 |
Stadion Money Management, LLC | 1 | 1 | 0.29% | 0.66% | 1.01% | Q3 2013 | Q3 2020 | 4 |
TOWER TRUST Co | 4 | 4 | 0.31% | 0.51% | 0.63% | Q2 2013 | Q1 2014 | 4 |
KARLINSKI ANDREW C | 4 | 4 | 0.18% | 0.38% | 0.65% | Q4 2021 | Q3 2022 | 4 |
MARK SHEPTOFF FINANCIAL PLANNING, LLC | 4 | 4 | 0.00% | 0.01% | 0.02% | Q4 2022 | Q3 2023 | 4 |
Gyon Technologies Capital Management, LP | 4 | 4 | 0.11% | 0.13% | 0.15% | Q1 2021 | Q4 2021 | 4 |
Columbus Macro, LLC | 2 | 1 | 0.12% | 0.33% | 0.59% | Q1 2020 | Q2 2022 | 4 |
Econ Financial Services Corp | 3 | 1 | 0.39% | 0.99% | 1.76% | Q2 2022 | Q3 2023 | 4 |
Cedar Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 4 |
Crescent Grove Advisors, LLC | 3 | 1 | 0.02% | 0.04% | 0.06% | Q4 2020 | Q4 2021 | 4 |
BFSG, LLC | 4 | 4 | 0.06% | 0.11% | 0.16% | Q4 2022 | Q3 2023 | 4 |
Walleye Capital LLC | 1 | 1 | 0.01% | 0.04% | 0.10% | Q1 2022 | Q3 2023 | 4 |
Lenox Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q4 2021 | 4 |
PROVIDA PENSION FUND ADMINISTRATOR | 4 | 4 | 3.79% | 3.90% | 4.06% | Q4 2013 | Q3 2014 | 4 |
Gabalex Capital Management LLC | 4 | 4 | 2.74% | 3.88% | 5.23% | Q4 2020 | Q3 2021 | 4 |
SG3 Management, LLC | 1 | 1 | 0.01% | 0.08% | 0.15% | Q1 2019 | Q2 2021 | 4 |
RWA WEALTH PARTNERS, LLC | 4 | 4 | 0.22% | 0.40% | 0.74% | Q3 2017 | Q2 2018 | 4 |
JT Stratford LLC | 2 | 2 | 0.09% | 0.11% | 0.16% | Q4 2020 | Q1 2022 | 4 |
Freestone Capital Holdings, LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q4 2020 | 4 |
LODESTAR PRIVATE ASSET MANAGEMENT LLC | 4 | 4 | 0.06% | 0.07% | 0.07% | Q4 2022 | Q3 2023 | 4 |
Nalls Sherbakoff Group, LLC | 3 | 1 | 0.01% | 0.02% | 0.06% | Q4 2018 | Q3 2023 | 4 |
CITY NATIONAL BANK | 4 | 4 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q4 2014 | 4 |
CIBC WORLD MARKETS CORP | 2 | 1 | 0.00% | 0.21% | 0.43% | Q1 2017 | Q4 2019 | 4 |
ARMSTRONG ADVISORY GROUP, INC | 4 | 4 | 0.72% | 0.84% | 1.04% | Q4 2022 | Q3 2023 | 4 |
MOULTON WEALTH MANAGEMENT, INC | 3 | 1 | 0.69% | 3.52% | 4.63% | Q4 2020 | Q4 2021 | 4 |
HORIZON FINANCIAL SERVICES, LLC | 3 | 1 | 0.05% | 0.13% | 0.34% | Q2 2021 | Q4 2022 | 4 |
ATHERTON LANE ADVISERS, LLC | 4 | 4 | 0.02% | 0.04% | 0.05% | Q2 2014 | Q1 2015 | 4 |
Gupta Wealth Management LLC | 4 | 4 | 0.01% | 0.01% | 0.01% | Q2 2015 | Q1 2016 | 4 |
ALETHEA CAPITAL MANAGEMENT, LLC | 4 | 4 | 0.46% | 0.57% | 0.72% | Q4 2014 | Q3 2015 | 4 |
SMITH HAYES Advisers, Inc | 4 | 4 | 0.06% | 0.13% | 0.20% | Q3 2014 | Q2 2015 | 4 |
HB Wealth Management, LLC | 4 | 4 | 0.00% | 0.00% | 0.01% | Q4 2022 | Q3 2023 | 4 |
KHP Capital, LLC | 4 | 4 | 0.49% | 0.56% | 0.61% | Q4 2017 | Q3 2018 | 4 |
Rosenbaum Jay D. | 4 | 4 | 0.51% | 1.17% | 1.42% | Q3 2022 | Q2 2023 | 4 |
TRUE Private Wealth Advisors | 2 | 1 | 0.00% | 0.00% | 0.02% | Q3 2018 | Q1 2020 | 4 |
GTS SECURITIES LLC | 2 | 2 | 0.01% | 0.13% | 0.48% | Q2 2023 | Q3 2023 | 4 |
IFC Holdings Incorporated/FL | 3 | 1 | 0.05% | 0.12% | 0.25% | Q2 2013 | Q3 2016 | 4 |
Vigilant Capital Management, LLC | 2 | 1 | 0.00% | 0.01% | 0.01% | Q2 2018 | Q2 2023 | 4 |
Advisor OS, LLC | 2 | 1 | 0.06% | 0.86% | 1.80% | Q3 2020 | Q1 2023 | 4 |
Aspire Capital Advisors LLC | 2 | 2 | 1.40% | 1.45% | 1.56% | Q2 2022 | Q3 2023 | 4 |
GLG LLC | 3 | 3 | 0.01% | 0.04% | 0.07% | Q1 2014 | Q3 2014 | 4 |
Corient Private Wealth LLC | 4 | 4 | 0.03% | 0.04% | 0.05% | Q4 2022 | Q3 2023 | 4 |
FWL INVESTMENT MANAGEMENT, LLC | 3 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q3 2023 | 4 |
Blue Trust, Inc. | 4 | 4 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q1 2023 | 4 |
Goelzer Investment Management, Inc. | 2 | 1 | 0.02% | 0.03% | 0.05% | Q1 2013 | Q2 2021 | 4 |
Heritage Wealth Advisors | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
CORBETT ROAD CAPITAL MANAGEMENT, LLC | 3 | 3 | 0.35% | 0.37% | 0.39% | Q4 2020 | Q2 2021 | 3 |
Camarda Financial Advisors, LLC | 1 | 1 | 0.89% | 3.30% | 6.26% | Q2 2021 | Q4 2022 | 3 |
Black Maple Capital Management LP | 3 | 3 | 0.89% | 1.20% | 1.73% | Q1 2021 | Q3 2021 | 3 |
BRINKER CAPITAL INC | 3 | 3 | 0.06% | 0.06% | 0.07% | Q2 2013 | Q4 2013 | 3 |
Belmont Capital, LLC | 3 | 3 | 0.00% | 0.02% | 0.03% | Q4 2020 | Q2 2021 | 3 |
Premia Global Advisors, LLC | 3 | 3 | 0.03% | 0.78% | 1.68% | Q4 2017 | Q2 2018 | 3 |
Galvin, Gaustad & Stein, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q4 2020 | Q2 2021 | 3 |
Duquesne Family Office | 2 | 1 | 0.60% | 0.81% | 1.12% | Q3 2013 | Q2 2014 | 3 |
Cornerstone Wealth Group, LLC | 2 | 1 | 0.59% | 0.71% | 0.85% | Q4 2020 | Q4 2021 | 3 |
Interchange Capital Partners, LLC | 2 | 1 | 0.01% | 0.19% | 0.29% | Q4 2020 | Q1 2022 | 3 |
Executive Wealth Management, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 3 |
FIRST HAWAIIAN BANK | 3 | 3 | 0.01% | 0.01% | 0.01% | Q3 2018 | Q1 2019 | 3 |
MIZUHO SECURITIES USA LLC | 1 | 1 | 0.20% | 0.38% | 0.58% | Q1 2020 | Q4 2021 | 3 |
Capital Asset Advisory Services LLC | 2 | 1 | 0.00% | 0.02% | 0.05% | Q4 2019 | Q3 2021 | 3 |
TECTONIC ADVISORS LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q4 2020 | Q2 2021 | 3 |
SMITHBRIDGE ASSET MANAGEMENT INC/DE | 3 | 3 | 0.25% | 0.26% | 0.26% | Q1 2023 | Q3 2023 | 3 |
Westover Capital Advisors, LLC | 3 | 3 | 0.12% | 0.14% | 0.15% | Q1 2022 | Q3 2022 | 3 |
Gallagher Fiduciary Advisors, LLC | 3 | 3 | 0.03% | 0.03% | 0.04% | Q1 2023 | Q3 2023 | 3 |
Ironsides Asset Advisors, LLC | 3 | 3 | 0.06% | 0.06% | 0.06% | Q2 2014 | Q4 2014 | 3 |
SCHRODER INVESTMENT MANAGEMENT GROUP | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q2 2022 | 3 |
First Command Advisory Services, Inc. | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q2 2021 | 3 |
Psagot Value Holdings Ltd. / (Israel) | 2 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2022 | 3 |
Glass Jacobson Investment Advisors llc | 2 | 1 | 0.32% | 0.34% | 0.36% | Q4 2022 | Q3 2023 | 3 |
Legacy Financial Group LLC | 2 | 1 | 0.00% | 0.28% | 0.46% | Q2 2021 | Q3 2023 | 3 |
First Command Financial Services, Inc. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2018 | Q2 2022 | 3 |
Horizon Family Wealth, Inc. | 3 | 3 | 0.22% | 0.23% | 0.24% | Q4 2022 | Q2 2023 | 3 |
Clearview Wealth Advisors LLC | 3 | 3 | 0.00% | 0.43% | 0.70% | Q1 2023 | Q3 2023 | 3 |
ZACKS INVESTMENT MANAGEMENT | 3 | 3 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q4 2021 | 3 |
Empower Advisory Group, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
WEALTHFRONT Corp | 2 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2015 | 3 |
Litman Gregory Wealth Management LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
ICA Group Wealth Management, LLC | 3 | 3 | 0.01% | 0.02% | 0.02% | Q4 2022 | Q2 2023 | 3 |
MKP Capital Management, L.L.C. | 2 | 1 | 1.29% | 4.28% | 8.52% | Q1 2015 | Q3 2021 | 3 |
HIGHLAND CAPITAL MANAGEMENT LP | 1 | 1 | 0.01% | 0.07% | 0.19% | Q2 2016 | Q2 2018 | 3 |
Rotella Capital Management, Inc. | 3 | 3 | 0.67% | 1.74% | 2.71% | Q2 2013 | Q4 2013 | 3 |
ENTERPRISE FINANCIAL SERVICES CORP | 3 | 3 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q2 2021 | 3 |
BHF Kleinwort Benson Group S.A. | 2 | 1 | 0.00% | 0.01% | 0.01% | Q1 2014 | Q4 2014 | 3 |
Marathon Trading Investment Management LLC | 2 | 1 | 0.00% | 0.01% | 0.04% | Q3 2022 | Q3 2023 | 3 |
Crosspoint Capital Strategies, LLC | 2 | 1 | 0.00% | 0.12% | 0.37% | Q4 2013 | Q4 2015 | 3 |
Imprint Wealth LLC | 3 | 3 | 0.20% | 0.27% | 0.36% | Q1 2023 | Q3 2023 | 3 |
Sunbelt Securities, Inc. | 2 | 1 | 0.02% | 0.07% | 0.13% | Q4 2018 | Q1 2020 | 3 |
Allegis Investment Advisors, LLC | 1 | 1 | 0.00% | 0.16% | 0.28% | Q4 2015 | Q1 2017 | 3 |
DISCOVERY CAPITAL MANAGEMENT, LLC / CT | 1 | 1 | 0.07% | 0.32% | 0.72% | Q4 2014 | Q1 2019 | 3 |
EWA, LLC | 3 | 3 | 1.72% | 1.76% | 1.79% | Q1 2023 | Q3 2023 | 3 |
Safeguard Financial, LLC | 2 | 1 | 0.04% | 0.18% | 0.35% | Q1 2022 | Q2 2023 | 3 |
VANGUARD GROUP INC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Act Two Investors LLC | 2 | 1 | 0.22% | 2.43% | 3.53% | Q3 2019 | Q2 2023 | 3 |
LEUTHOLD GROUP, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q1 2021 | Q3 2021 | 3 |
Trilogy Capital Inc. | 2 | 1 | 0.02% | 0.68% | 1.12% | Q4 2022 | Q3 2023 | 3 |
STATE OF WISCONSIN INVESTMENT BOARD | 3 | 3 | 0.02% | 0.02% | 0.03% | Q1 2023 | Q3 2023 | 3 |
VisionPoint Advisory Group, LLC | 3 | 3 | 0.27% | 0.29% | 0.33% | Q2 2021 | Q4 2021 | 3 |
Caption Management, LLC | 1 | 1 | 0.11% | 0.31% | 0.66% | Q4 2020 | Q4 2021 | 3 |
DFPG INVESTMENTS, LLC | 3 | 3 | 0.06% | 0.07% | 0.07% | Q1 2023 | Q3 2023 | 3 |
Zimmer Partners, LP | 2 | 1 | 0.40% | 0.82% | 1.28% | Q2 2016 | Q2 2017 | 3 |
Fusion Investment Group, LLC | 3 | 3 | 0.14% | 0.30% | 0.38% | Q4 2014 | Q2 2015 | 3 |
Mariner Wealth Advisors-Madison, LLC | 3 | 3 | 0.23% | 0.25% | 0.26% | Q1 2013 | Q3 2013 | 3 |
Vollero Beach Capital Partners LLC | 2 | 1 | 0.61% | 2.50% | 3.84% | Q3 2013 | Q3 2016 | 3 |
Pension Partners, LLC | 2 | 1 | 0.22% | 0.40% | 0.57% | Q3 2014 | Q3 2015 | 3 |
HARVEST GROUP WEALTH MANAGEMENT, LLC | 3 | 3 | 0.00% | 0.00% | 0.01% | Q3 2019 | Q1 2020 | 3 |
Acorn Wealth Advisors, LLC | 3 | 3 | 0.12% | 0.12% | 0.13% | Q4 2017 | Q2 2018 | 3 |
Portfolio Strategies Inc | 3 | 3 | 0.48% | 0.68% | 0.97% | Q4 2013 | Q2 2014 | 3 |
MOODY LYNN & LIEBERSON, LLC | 1 | 1 | 0.08% | 0.36% | 0.80% | Q3 2013 | Q4 2021 | 3 |
Lee Financial Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q3 2023 | 3 |
Ferguson Shapiro LLC | 3 | 3 | 0.52% | 1.73% | 3.30% | Q4 2020 | Q2 2021 | 3 |
Blueshift Asset Management, LLC | 3 | 3 | 0.03% | 0.14% | 0.22% | Q1 2022 | Q3 2022 | 3 |
Oxinas Partners Wealth Management LLC | 2 | 1 | 0.29% | 1.04% | 2.13% | Q4 2020 | Q3 2021 | 3 |
Destination Wealth Management | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 3 |
BIVIN & ASSOCIATES, INC. | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q2 2022 | 3 |
IMA Wealth, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q4 2018 | 3 |
BlueCrest Capital Management LLP | 2 | 2 | 0.20% | 0.50% | 0.99% | Q2 2013 | Q3 2013 | 3 |
River Wealth Advisors LLC | 3 | 3 | 0.03% | 0.04% | 0.05% | Q2 2018 | Q4 2018 | 3 |
Cambria Investment Management, L.P. | 2 | 1 | 0.06% | 0.12% | 0.20% | Q4 2014 | Q1 2016 | 3 |
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q2 2017 | 3 |
Meristem Family Wealth, LLC | 3 | 3 | 0.02% | 0.03% | 0.03% | Q3 2021 | Q1 2022 | 3 |
Center for Financial Planning, Inc. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
TruWealth Advisors, LLC | 3 | 3 | 0.04% | 0.04% | 0.04% | Q2 2021 | Q4 2021 | 3 |
Financial Gravity Companies, Inc. | 2 | 1 | 0.01% | 0.01% | 0.02% | Q4 2017 | Q4 2018 | 3 |
Leonetti & Associates, LLC | 3 | 3 | 1.91% | 2.02% | 2.15% | Q1 2014 | Q3 2014 | 3 |
MATRIX PRIVATE CAPITAL GROUP LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Householder Group Estate & Retirement Specialist, LLC | 1 | 1 | 0.01% | 0.02% | 0.03% | Q3 2022 | Q3 2023 | 3 |
Numeric Investors LLC | 1 | 1 | 0.01% | 0.04% | 0.08% | Q4 2013 | Q4 2017 | 3 |
RFG Advisory, LLC | 2 | 1 | 0.02% | 0.04% | 0.07% | Q4 2022 | Q3 2023 | 3 |
RE Dickinson Investment Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.02% | Q4 2021 | Q2 2022 | 3 |
Pinnacle Private Wealth, LLC | 3 | 3 | 0.24% | 0.25% | 0.26% | Q4 2021 | Q2 2022 | 3 |
Biltmore Family Office, LLC | 3 | 3 | 0.04% | 0.05% | 0.06% | Q2 2019 | Q4 2019 | 3 |
Meadow Creek Wealth Advisors LLC | 3 | 3 | 0.42% | 0.44% | 0.46% | Q4 2021 | Q2 2022 | 3 |
LEVEL FOUR FINANCIAL, LLC | 3 | 3 | 0.12% | 0.13% | 0.13% | Q4 2020 | Q2 2021 | 3 |
Coppell Advisory Solutions LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 3 |
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 2 | 1 | 0.01% | 0.01% | 0.02% | Q2 2021 | Q1 2022 | 3 |
Tuttle Capital Management, LLC | 1 | 1 | 0.42% | 0.95% | 1.44% | Q4 2016 | Q2 2022 | 3 |
GLG INC. | 3 | 3 | 0.01% | 0.03% | 0.06% | Q2 2013 | Q4 2013 | 3 |
Visium Asset Management, LP | 3 | 3 | 0.00% | 0.01% | 0.02% | Q3 2013 | Q1 2014 | 3 |
Visionary Asset Management, Inc. | 3 | 3 | 0.12% | 0.23% | 0.39% | Q3 2013 | Q1 2014 | 3 |
Joel Isaacson & Co., LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q2 2016 | 3 |
Gryphon Financial Partners LLC | 3 | 3 | 0.04% | 0.04% | 0.05% | Q4 2017 | Q2 2018 | 3 |
Resource Management, LLC | 3 | 3 | 0.03% | 0.03% | 0.03% | Q4 2020 | Q2 2021 | 3 |
ADVANCED RESEARCH INVESTMENT SOLUTIONS, LLC | 3 | 3 | 0.01% | 0.01% | 0.02% | Q1 2022 | Q3 2022 | 3 |
Stratos Investment Management, LLC | 2 | 1 | 0.06% | 0.11% | 0.23% | Q4 2019 | Q4 2021 | 3 |
Cape Investment Advisory, Inc. | 3 | 3 | 0.04% | 0.04% | 0.05% | Q1 2023 | Q3 2023 | 3 |
MEANS INVESTMENT CO., INC. | 3 | 3 | 0.03% | 0.04% | 0.06% | Q1 2023 | Q3 2023 | 3 |
Richard Bernstein Advisors LLC | 2 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2021 | 3 |
Future Financial Wealth Managment LLC | 2 | 1 | 0.01% | 0.23% | 0.68% | Q4 2020 | Q1 2022 | 3 |
First Heartland Consultants, Inc. | 2 | 1 | 0.00% | 0.16% | 0.27% | Q2 2013 | Q4 2014 | 3 |
Cedar Mountain Advisors, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2020 | 3 |
WINTON GROUP Ltd | 2 | 1 | 0.02% | 0.05% | 0.08% | Q3 2020 | Q4 2022 | 3 |
Arlington Capital Management, Inc. | 3 | 3 | 2.28% | 3.21% | 4.09% | Q2 2021 | Q4 2021 | 3 |
Polaris Wealth Advisory Group, LLC | 3 | 3 | 2.78% | 2.79% | 2.80% | Q1 2014 | Q3 2014 | 3 |
MCKINLEY CAPITAL MANAGEMENT LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q1 2017 | 3 |
Sterling Investment Counsel, LLC | 3 | 3 | 0.16% | 0.20% | 0.24% | Q1 2023 | Q3 2023 | 3 |
MD Financial Management Inc. | 3 | 3 | 0.26% | 0.56% | 0.79% | Q2 2021 | Q4 2021 | 3 |
Mach-1 Financial Group, LLC | 2 | 1 | 0.02% | 0.06% | 0.15% | Q2 2022 | Q1 2023 | 3 |
Eclectica Asset Management LLP | 3 | 3 | 1.25% | 1.36% | 1.53% | Q3 2013 | Q1 2014 | 3 |
BLUEFIN CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.05% | 0.10% | Q4 2020 | Q4 2021 | 3 |
Marks Wealth, LLC | 3 | 3 | 6.21% | 6.85% | 8.02% | Q4 2020 | Q2 2021 | 3 |
PacWest Financial Management Inc | 3 | 3 | 0.18% | 0.21% | 0.23% | Q1 2015 | Q3 2015 | 3 |
Genesis Wealth Advisors, LLC | 3 | 3 | 0.00% | 0.04% | 0.06% | Q4 2014 | Q2 2015 | 3 |
LAZARD ASSET MANAGEMENT LLC | 2 | 1 | 0.00% | 0.00% | 0.01% | Q2 2013 | Q3 2016 | 3 |
Forty4 Asset Management LLC | 1 | 1 | 0.00% | 0.87% | 2.44% | Q2 2013 | Q2 2013 | 3 |
Tibra Equities Europe Ltd | 1 | 1 | 0.66% | 1.94% | 3.20% | Q4 2018 | Q4 2020 | 3 |
MONTAG & CALDWELL, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q3 2014 | 3 |
Independent Advisor Alliance | 2 | 1 | 0.02% | 0.02% | 0.04% | Q1 2017 | Q4 2020 | 3 |
Addison Advisors LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 3 |
Mill Creek Capital Advisors, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
LIBERTY WEALTH MANAGEMENT LLC | 2 | 1 | 0.00% | 0.01% | 0.02% | Q3 2020 | Q3 2021 | 3 |
LINCOLN NATIONAL CORP | 1 | 1 | 0.01% | 0.02% | 0.04% | Q3 2020 | Q4 2022 | 3 |
Personal Wealth Partners | 3 | 3 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q4 2019 | 3 |
THOMPSON INVESTMENT MANAGEMENT, INC. | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Financial Sense Advisors, Inc. | 2 | 1 | 0.18% | 0.25% | 0.31% | Q3 2013 | Q1 2018 | 3 |
Rokos Capital Management LLP | 3 | 3 | 0.05% | 0.06% | 0.08% | Q1 2023 | Q3 2023 | 3 |
Amundi | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Julex Capital Management, LLC | 3 | 3 | 6.08% | 7.13% | 7.69% | Q1 2019 | Q3 2019 | 3 |
Granby Capital Management, LLC | 3 | 3 | 2.24% | 2.39% | 2.56% | Q4 2020 | Q2 2021 | 3 |
COLTON GROOME FINANCIAL ADVISORS, LLC | 3 | 3 | 0.21% | 0.27% | 0.32% | Q4 2022 | Q2 2023 | 3 |
BBT Capital Management, LLC | 2 | 1 | 0.15% | 0.60% | 1.23% | Q3 2013 | Q2 2014 | 3 |
CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 3 | 3 | 0.02% | 0.02% | 0.02% | Q1 2023 | Q3 2023 | 3 |
CANADA PENSION PLAN INVESTMENT BOARD | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q3 2013 | 2 |
Veracity Capital LLC | 1 | 1 | 0.29% | 0.42% | 0.55% | Q4 2019 | Q2 2020 | 2 |
FLPUTNAM INVESTMENT MANAGEMENT CO | 1 | 1 | 0.03% | 0.09% | 0.14% | Q1 2017 | Q4 2022 | 2 |
DCM Advisors, LLC | 2 | 2 | 0.09% | 0.09% | 0.10% | Q1 2023 | Q2 2023 | 2 |
STRATEGIC WEALTH MANAGEMENT INC | 1 | 1 | 1.26% | 2.60% | 3.94% | Q2 2015 | Q4 2021 | 2 |
Signify Wealth | 1 | 1 | 0.40% | 1.31% | 2.22% | Q4 2022 | Q3 2023 | 2 |
FNY Investment Advisers, LLC | 1 | 1 | 0.00% | 0.03% | 0.06% | Q3 2018 | Q1 2019 | 2 |
IRONWOOD WEALTH MANAGEMENT, INC. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
Pinz Capital Management, LP | 1 | 1 | 0.26% | 0.40% | 0.53% | Q2 2021 | Q2 2022 | 2 |
New England Private Wealth Advisors LLC | 2 | 2 | 0.10% | 0.10% | 0.10% | Q1 2014 | Q2 2014 | 2 |
STIFEL NICOLAUS & CO INC \MO\ | 2 | 2 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q3 2013 | 2 |
TRUSTMARK NATIONAL BANK TRUST DEPARTMENT | 2 | 2 | 0.03% | 0.03% | 0.04% | Q2 2013 | Q3 2013 | 2 |
Kabarec Financial Advisors, Ltd. | 2 | 2 | 0.06% | 0.07% | 0.08% | Q1 2018 | Q2 2018 | 2 |
SEGALL BRYANT & HAMILL, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q1 2022 | 2 |
Kemnay Advisory Services Inc. | 2 | 2 | 12.58% | 12.79% | 13.00% | Q4 2016 | Q1 2017 | 2 |
Onex Canada Asset Management Inc. | 1 | 1 | 0.32% | 0.34% | 0.35% | Q1 2021 | Q3 2021 | 2 |
Fortis Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Private Advisory Group LLC | 2 | 2 | 0.24% | 0.25% | 0.27% | Q1 2021 | Q2 2021 | 2 |
Fernwood Investment Management, LLC | 2 | 2 | 0.29% | 0.38% | 0.46% | Q4 2013 | Q1 2014 | 2 |
Fortis Capital Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
CEDAR HILL ASSOCIATES, LLC | 2 | 2 | 0.04% | 0.05% | 0.06% | Q2 2018 | Q3 2018 | 2 |
Fortis Group Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2023 | 2 |
Eisler Capital (US) LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 2 |
Elevated Capital Advisors, LLC | 1 | 1 | 0.19% | 0.20% | 0.21% | Q1 2022 | Q3 2022 | 2 |
Doyle Wealth Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q2 2019 | 2 |
Mizuho Trust & Banking Co., Ltd. | 2 | 2 | 3.65% | 3.66% | 3.66% | Q4 2017 | Q1 2018 | 2 |
Accurate Wealth Management, LLC | 1 | 1 | 0.00% | 0.53% | 1.05% | Q3 2021 | Q4 2022 | 2 |
Solitude Financial Services | 2 | 2 | 0.29% | 0.42% | 0.54% | Q2 2021 | Q3 2021 | 2 |
Chevy Chase Trust Holdings, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2019 | 2 |
SILVERCREST ASSET MANAGEMENT GROUP LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q1 2015 | Q2 2015 | 2 |
Banco BTG Pactual S.A. | 1 | 1 | 0.15% | 0.33% | 0.52% | Q2 2022 | Q3 2023 | 2 |
Garda Capital Partners LP | 1 | 1 | 0.16% | 0.32% | 0.49% | Q4 2022 | Q2 2023 | 2 |
D.B. Root & Company, LLC | 1 | 1 | 0.36% | 0.40% | 0.43% | Q2 2022 | Q1 2023 | 2 |
AMICA MUTUAL INSURANCE CO | 2 | 2 | 0.25% | 0.26% | 0.28% | Q1 2022 | Q2 2022 | 2 |
Cordasco Financial Network | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q1 2019 | 2 |
State of Tennessee, Treasury Department | 2 | 2 | 0.03% | 0.04% | 0.06% | Q3 2013 | Q4 2013 | 2 |
Private Capital Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2018 | Q4 2018 | 2 |
Kiwi Wealth Investments Limited Partnership | 2 | 2 | 0.80% | 0.82% | 0.86% | Q1 2015 | Q2 2015 | 2 |
THOMPSON SIEGEL & WALMSLEY LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q4 2015 | 2 |
Peachtree Investment Advisors, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2014 | Q4 2014 | 2 |
UNION SAVINGS BANK | 2 | 2 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q3 2023 | 2 |
Pacific Center for Financial Services | 2 | 2 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2021 | 2 |
Valley Brook Capital Group, Inc. | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q1 2021 | 2 |
Symmetry Investments LP | 2 | 2 | 1.48% | 1.94% | 2.41% | Q1 2021 | Q2 2021 | 2 |
WIN ADVISORS, INC | 2 | 2 | 0.00% | 0.06% | 0.12% | Q1 2022 | Q2 2022 | 2 |
WESPAC Advisors, LLC | 1 | 1 | 1.48% | 1.88% | 2.28% | Q3 2016 | Q4 2019 | 2 |
Simplicity Wealth,LLC | 2 | 2 | 0.36% | 0.46% | 0.56% | Q4 2021 | Q1 2022 | 2 |
DARK FOREST CAPITAL MANAGEMENT LP | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC | 1 | 1 | 0.03% | 0.07% | 0.11% | Q2 2015 | Q4 2016 | 2 |
UBS OCONNOR LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q1 2014 | 2 |
Enterprise Trust & Investment Co | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q3 2019 | 2 |
PFS Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Capital Analysts, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2023 | 2 |
WBI INVESTMENTS, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2016 | Q4 2016 | 2 |
STATE OF MICHIGAN RETIREMENT SYSTEM | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q3 2016 | 2 |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 2 | 2 | 1.98% | 2.15% | 2.31% | Q4 2021 | Q1 2022 | 2 |
Amica Retiree Medical Trust | 2 | 2 | 0.26% | 0.27% | 0.27% | Q1 2022 | Q2 2022 | 2 |
SHINE INVESTMENT ADVISORY SERVICES INC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q2 2017 | Q3 2020 | 2 |
National Mutual Insurance Federation of Agricultural Cooperatives | 2 | 2 | 0.35% | 0.38% | 0.40% | Q4 2017 | Q1 2018 | 2 |
Altshuler Shaham Ltd | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Semmax Financial Advisors Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q2 2019 | 2 |
Bellecapital International Ltd. | 1 | 1 | 0.07% | 0.09% | 0.12% | Q4 2019 | Q4 2020 | 2 |
NorthCoast Asset Management LLC | 2 | 2 | 0.10% | 0.11% | 0.12% | Q1 2021 | Q2 2021 | 2 |
WealthOne, LLC | 1 | 1 | 0.00% | 0.08% | 0.16% | Q4 2018 | Q2 2021 | 2 |
Elite Wealth Management, Inc. | 2 | 2 | 0.00% | 0.26% | 0.51% | Q3 2013 | Q4 2013 | 2 |
BEL AIR INVESTMENT ADVISORS LLC | 2 | 2 | 0.08% | 0.10% | 0.11% | Q1 2021 | Q2 2021 | 2 |
BROADMARK ASSET MANAGEMENT LLC | 1 | 1 | 0.47% | 2.07% | 3.66% | Q4 2017 | Q4 2020 | 2 |
Waterloo Capital, L.P. | 1 | 1 | 0.07% | 0.32% | 0.57% | Q1 2023 | Q3 2023 | 2 |
Cooper Financial Group | 1 | 1 | 0.05% | 0.14% | 0.23% | Q4 2020 | Q2 2021 | 2 |
TRIANGLE PEAK PARTNERS, LP | 2 | 2 | 0.20% | 0.21% | 0.22% | Q2 2014 | Q3 2014 | 2 |
BBVA USA Bancshares, Inc. | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2016 | Q4 2019 | 2 |
Graticule Asia Macro Advisors LLC | 1 | 1 | 0.24% | 1.80% | 3.36% | Q1 2017 | Q4 2021 | 2 |
Westshore Wealth, LLC | 2 | 2 | 0.31% | 0.32% | 0.33% | Q1 2021 | Q2 2021 | 2 |
WOODWARD DIVERSIFIED CAPITAL, LLC | 2 | 2 | 0.16% | 0.17% | 0.18% | Q1 2021 | Q2 2021 | 2 |
RMR Wealth Builders | 1 | 1 | 0.00% | 0.02% | 0.05% | Q1 2021 | Q1 2023 | 2 |
Flagship Private Wealth, LLC | 2 | 2 | 0.01% | 0.07% | 0.13% | Q1 2021 | Q2 2021 | 2 |
VAN ECK ASSOCIATES CORP | 2 | 2 | 0.01% | 0.07% | 0.13% | Q1 2015 | Q2 2015 | 2 |
CenterStar Fund, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q4 2016 | 2 |
Proficio Capital Partners LLC | 2 | 2 | 0.17% | 0.19% | 0.20% | Q1 2021 | Q2 2021 | 2 |
Passport Capital, LLC | 1 | 1 | 0.02% | 0.07% | 0.13% | Q2 2013 | Q1 2014 | 2 |
RIVERHEAD CAPITAL MANAGEMENT LLC | 2 | 2 | 0.06% | 0.07% | 0.08% | Q2 2017 | Q3 2017 | 2 |
NORTHWESTERN MUTUAL INVESTMENT SERVICES LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q1 2015 | 2 |
Pallas Capital Advisors LLC | 2 | 2 | 0.03% | 0.04% | 0.05% | Q2 2023 | Q3 2023 | 2 |
KILEY JUERGENS WEALTH MANAGEMENT, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.08% | 0.11% | Q2 2022 | Q2 2023 | 2 |
Asset Dedication, LLC | 1 | 1 | 0.00% | 0.01% | 0.01% | Q4 2015 | Q3 2018 | 2 |
Carmichael Hill & Associates, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2022 | 2 |
Signator Financial Services, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q3 2013 | 2 |
SAC Capital Advisors LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2013 | Q4 2013 | 2 |
MUNDER CAPITAL MANAGEMENT | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q1 2014 | 2 |
Ballentine Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 |
Avantax Planning Partners, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q3 2018 | 2 |
Stonebridge Financial Planning Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q2 2021 | 2 |
DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | 1 | 1 | 0.20% | 0.20% | 0.20% | Q2 2018 | Q2 2018 | 2 |
SJS Investment Consulting Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
TRU INDEPENDENCE ASSET MANAGEMENT 2, LLC | 2 | 2 | 1.28% | 1.36% | 1.43% | Q1 2021 | Q2 2021 | 2 |
Argent Trust Co | 2 | 2 | 0.02% | 0.03% | 0.03% | Q2 2023 | Q3 2023 | 2 |
Columbus Hill Capital Management, L.P. | 1 | 1 | 1.35% | 3.50% | 5.65% | Q1 2015 | Q3 2018 | 2 |
Prostatis Group LLC | 1 | 1 | 1.43% | 1.80% | 2.16% | Q4 2021 | Q4 2022 | 2 |
Signature Wealth Management Group | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q3 2018 | 2 |
BBVA USA | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2021 | 2 |
Annex Advisory Services, LLC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q3 2022 | Q4 2022 | 2 |
SCOGGIN MANAGEMENT LP | 2 | 2 | 0.52% | 0.78% | 1.04% | Q1 2019 | Q2 2019 | 2 |
SII INVESTMENTS INC/WI | 1 | 1 | 0.02% | 0.04% | 0.07% | Q2 2013 | Q3 2017 | 2 |
Quintium Advisors, LLC | 2 | 2 | 0.00% | 0.31% | 0.61% | Q4 2015 | Q1 2016 | 2 |
Mascoma Wealth Management LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q4 2017 | 2 |
Laurion Capital Management LP | 1 | 1 | 0.00% | 0.01% | 0.02% | Q2 2015 | Q3 2018 | 2 |
Herold Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q1 2022 | 2 |
Crow Point Partners, LLC | 2 | 2 | 0.14% | 0.14% | 0.14% | Q1 2018 | Q2 2018 | 2 |
Cribstone Capital Management, LLC | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2016 | Q3 2016 | 2 |
361 CAPITAL LLC | 2 | 2 | 3.59% | 4.32% | 5.06% | Q2 2016 | Q3 2016 | 2 |
Peoples Bank/KS | 2 | 2 | 0.69% | 0.71% | 0.74% | Q3 2023 | Q4 2023 | 2 |
Planned Solutions, Inc. | 2 | 2 | 0.01% | 0.01% | 0.01% | Q3 2020 | Q4 2020 | 2 |
Moss Adams Wealth Advisors LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
BlackRock Institutional Trust Company, N.A. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q4 2016 | 2 |
Greenland Capital Management LP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q3 2023 | 2 |
Antonetti Capital Management LLC | 1 | 1 | 0.01% | 0.07% | 0.14% | Q2 2010 | Q3 2021 | 2 |
Dixon Hughes Goodman Wealth Advisors LLC | 2 | 2 | 0.04% | 0.05% | 0.05% | Q4 2021 | Q1 2022 | 2 |
FLAGSTAR ADVISORS INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2022 | 2 |
Longer Investments Inc. | 2 | 2 | 2.30% | 2.46% | 2.63% | Q4 2015 | Q1 2016 | 2 |
LOEB PARTNERS CORP | 1 | 1 | 0.76% | 0.96% | 1.17% | Q4 2017 | Q2 2018 | 2 |
GIRARD PARTNERS LTD. | 1 | 1 | 0.01% | 0.04% | 0.06% | Q3 2018 | Q4 2022 | 2 |
Capital Advisors Wealth Management, LLC | 2 | 2 | 0.13% | 0.13% | 0.14% | Q4 2021 | Q1 2022 | 2 |
L2 Asset Management, LLC | 2 | 2 | 3.52% | 3.58% | 3.63% | Q3 2022 | Q4 2022 | 2 |
ERTS Wealth Advisors, LLC | 2 | 2 | 0.00% | 0.00% | 0.01% | Q4 2018 | Q1 2019 | 2 |
H. L. Ormond & Company, LLC | 2 | 2 | 0.27% | 0.28% | 0.29% | Q4 2021 | Q1 2022 | 2 |
Kavar Capital Partners, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q3 2015 | 2 |
Independent Portfolio Consultants, Inc. | 2 | 2 | 0.21% | 0.24% | 0.27% | Q1 2014 | Q2 2014 | 2 |
Ellevest, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q2 2021 | 2 |
CASTLE WEALTH MANAGEMENT LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
TRUEWEALTH LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2019 | 2 |
Principal Street Partners, LLC | 1 | 1 | 0.19% | 0.59% | 0.99% | Q3 2019 | Q4 2021 | 2 |
Retirement Group, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q3 2020 | 2 |
Graham Capital Management, L.P. | 1 | 1 | 0.08% | 0.15% | 0.21% | Q1 2017 | Q4 2021 | 2 |
Tilden Park Management I LLC | 2 | 2 | 0.78% | 1.04% | 1.29% | Q3 2018 | Q4 2018 | 2 |
Wilks Brothers, LLC | 2 | 2 | 0.53% | 0.56% | 0.59% | Q2 2018 | Q3 2018 | 2 |
Collaborative Wealth Managment Inc. | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2021 | Q4 2021 | 2 |
MGO ONE SEVEN LLC | 2 | 2 | 0.02% | 0.02% | 0.03% | Q2 2023 | Q3 2023 | 2 |
ROMANO BROTHERS AND COMPANY | 1 | 1 | 0.01% | 0.02% | 0.03% | Q4 2022 | Q3 2023 | 2 |
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2022 | Q3 2022 | 2 |
Belvedere Trading LLC | 1 | 1 | 0.11% | 0.24% | 0.36% | Q1 2017 | Q4 2021 | 2 |
U S GLOBAL INVESTORS INC | 1 | 1 | 0.13% | 0.19% | 0.26% | Q3 2018 | Q2 2019 | 2 |
TradeLink Capital LLC | 1 | 1 | 4.52% | 6.73% | 8.94% | Q4 2016 | Q2 2023 | 2 |
ATWOOD & PALMER INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2014 | Q2 2018 | 2 |
Ground Swell Capital, LLC | 1 | 1 | 1.34% | 1.41% | 1.48% | Q4 2020 | Q1 2022 | 2 |
FNY Managed Accounts LLC | 1 | 1 | 0.01% | 0.16% | 0.32% | Q1 2017 | Q3 2017 | 2 |
Financial Services Advisory Inc | 1 | 1 | 0.17% | 0.28% | 0.39% | Q4 2020 | Q3 2023 | 2 |
Petix & Botte Co | 1 | 1 | 0.09% | 0.12% | 0.16% | Q4 2019 | Q3 2021 | 2 |
Palo Capital, Inc. | 2 | 2 | 0.08% | 0.11% | 0.13% | Q1 2018 | Q2 2018 | 2 |
Convergent Wealth Advisors | 1 | 1 | 0.05% | 0.13% | 0.21% | Q1 2015 | Q3 2015 | 2 |
PIERSHALE FINANCIAL GROUP, INC. | 2 | 2 | 3.08% | 3.45% | 3.82% | Q2 2016 | Q3 2016 | 2 |
First Command Bank | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q2 2022 | 2 |
Rikoon Group, LLC | 2 | 2 | 0.06% | 0.07% | 0.07% | Q4 2020 | Q1 2021 | 2 |
Moran Wealth Management, LLC | 2 | 2 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q1 2023 | 2 |
SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q3 2021 | 2 |
XY Capital Ltd | 1 | 1 | 0.98% | 0.99% | 1.00% | Q1 2023 | Q1 2023 | 2 |
Bruderman Asset Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q1 2019 | 2 |
PICTON MAHONEY ASSET MANAGEMENT | 2 | 2 | 0.19% | 0.34% | 0.48% | Q2 2016 | Q3 2016 | 2 |
Colonial Trust Co / SC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Mirador Capital Partners LP | 2 | 2 | 1.38% | 1.56% | 1.74% | Q1 2018 | Q2 2018 | 2 |
Braver Wealth Management, LLC | 1 | 1 | 1.15% | 1.36% | 1.57% | Q2 2014 | Q3 2016 | 2 |
EverPoint Asset Management, LLC | 2 | 2 | 0.32% | 0.42% | 0.51% | Q2 2014 | Q3 2014 | 2 |
Muzinich & Co., Inc. | 1 | 1 | 0.61% | 1.00% | 1.39% | Q3 2019 | Q1 2021 | 2 |
PointState Capital LP | 1 | 1 | 0.06% | 0.07% | 0.08% | Q4 2017 | Q1 2020 | 2 |
Crumly & Associates Inc. | 2 | 2 | 0.08% | 0.59% | 1.10% | Q4 2021 | Q1 2022 | 2 |
Beaird Harris Wealth Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
SOROS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.10% | 0.20% | 0.29% | Q1 2021 | Q3 2021 | 2 |
Edge Advisors, LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2016 | Q1 2017 | 2 |
Manhattan West Asset Management, LLC | 1 | 1 | 0.11% | 0.13% | 0.15% | Q4 2022 | Q3 2023 | 2 |
FolioMetrix LLC | 2 | 2 | 2.57% | 2.60% | 2.64% | Q1 2015 | Q2 2015 | 2 |
Southland Equity Partners LLC | 1 | 1 | 0.15% | 0.16% | 0.17% | Q1 2021 | Q4 2021 | 2 |
SteelPeak Wealth, LLC | 2 | 2 | 0.08% | 0.15% | 0.22% | Q4 2022 | Q1 2023 | 2 |
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q4 2022 | 2 |
TTP Investments, Inc. | 2 | 2 | 3.80% | 3.84% | 3.89% | Q4 2017 | Q1 2018 | 2 |
Moisand Fitzgerald Tamayo, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2022 | Q2 2022 | 2 |
Accuvest Global Advisors | 1 | 1 | 1.18% | 1.34% | 1.49% | Q2 2018 | Q2 2022 | 2 |
Ridgewood Investments LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q2 2023 | 2 |
BOSTON ADVISORS LLC | 2 | 2 | 0.10% | 0.10% | 0.11% | Q2 2019 | Q3 2019 | 2 |
KINGSWOOD WEALTH ADVISORS, LLC | 2 | 2 | 0.04% | 0.06% | 0.07% | Q2 2023 | Q3 2023 | 2 |
Fortitude Advisory Group L.L.C. | 2 | 2 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q1 2022 | 2 |
Axim Planning & Wealth | 2 | 2 | 0.00% | 0.01% | 0.02% | Q2 2022 | Q3 2022 | 2 |
Haverford Trust Co | 1 | 1 | 0.00% | 0.00% | 0.01% | Q3 2022 | Q2 2023 | 2 |
SANDLER CAPITAL MANAGEMENT | 2 | 2 | 0.44% | 0.63% | 0.81% | Q2 2014 | Q3 2014 | 2 |
AQR Capital Management | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Vectors Research Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.01% | Q4 2021 | Q2 2022 | 2 |
Davis Capital Management | 2 | 2 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q2 2020 | 2 |
D'Orazio & Associates, Inc. | 2 | 2 | 0.01% | 0.01% | 0.02% | Q1 2020 | Q2 2020 | 2 |
Gruss Capital Management LP | 1 | 1 | 2.14% | 3.99% | 5.85% | Q4 2016 | Q1 2018 | 2 |
MBB PUBLIC MARKETS I LLC | 2 | 2 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q1 2022 | 2 |
ARS Wealth Advisors, LLC | 2 | 2 | 0.19% | 0.19% | 0.20% | Q1 2017 | Q2 2017 | 2 |
Blume Capital Management, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Kellett Wealth Advisors, LLC | 2 | 2 | 0.23% | 0.24% | 0.26% | Q4 2021 | Q1 2022 | 2 |
Susquehanna International Group Ltd. | 1 | 1 | 0.74% | 0.94% | 1.15% | Q2 2019 | Q1 2020 | 2 |
Ford Financial Group, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q4 2021 | 2 |
Quantinno Capital Management LP | 2 | 2 | 0.01% | 0.02% | 0.02% | Q2 2023 | Q3 2023 | 2 |
PRW Wealth Management LLC | 1 | 1 | 0.04% | 0.05% | 0.07% | Q4 2018 | Q2 2021 | 2 |
CAROLINAS WEALTH CONSULTING LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
Oak Point Wealth Management | 2 | 2 | 1.26% | 1.36% | 1.46% | Q4 2017 | Q1 2018 | 2 |
Weiss Multi-Strategy Advisers LLC | 1 | 1 | 0.03% | 0.04% | 0.05% | Q4 2014 | Q1 2016 | 2 |
TCWP LLC | 2 | 2 | 0.14% | 0.15% | 0.17% | Q4 2021 | Q1 2022 | 2 |
Stonehage Fleming Financial Services Holdings Ltd | 2 | 2 | 0.01% | 0.01% | 0.02% | Q2 2023 | Q3 2023 | 2 |
Royal Fund Management, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q1 2018 | 2 |
Nemes Rush Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
FIDUCIARY TRUST INTERNATIONAL LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2018 | Q4 2018 | 1 |
WIPFLI FINANCIAL ADVISORS LLC, | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Resurgent Financial Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
FOUNDERS BANK & TRUST | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Good Life Advisors, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q1 2022 | Q1 2022 | 1 |
Price Wealth, LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2019 | Q3 2019 | 1 |
Focused Wealth Management, Inc | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
Headlands Technologies LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2023 | Q1 2023 | 1 |
PFS INVESTMENTS INC. | 1 | 1 | 0.25% | 0.25% | 0.25% | Q2 2019 | Q2 2019 | 1 |
LEE JOHNSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2022 | Q1 2022 | 1 |
Cartenna Capital, LP | 1 | 1 | 0.07% | 0.07% | 0.07% | Q2 2022 | Q2 2022 | 1 |
NorthCrest Asset Manangement, LLC | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2023 | Q3 2023 | 1 |
Cynosure Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q1 2020 | Q1 2020 | 1 |
Pine River Capital Management L.P. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2015 | Q2 2015 | 1 |
Fiduciary Alliance LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Salomon & Ludwin, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Hibernia Wealth Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Icon Wealth Partners, LLC | 1 | 1 | 0.15% | 0.15% | 0.15% | Q3 2018 | Q3 2018 | 1 |
COOPERMAN LEON G | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2013 | Q3 2013 | 1 |
FIRST INTERSTATE BANCSYSTEM INC | 1 | 1 | 0.73% | 0.73% | 0.73% | Q1 2021 | Q1 2021 | 1 |
Stack Financial Management, Inc | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2016 | Q4 2016 | 1 |
Ken Stern & Associates, Inc. | 1 | 1 | 1.82% | 1.82% | 1.82% | Q4 2016 | Q4 2016 | 1 |
Next Level Private LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q2 2022 | Q2 2022 | 1 |
BREMER TRUST NATIONAL ASSOCIATION | 1 | 1 | 0.90% | 0.90% | 0.90% | Q4 2018 | Q4 2018 | 1 |
AMERICAFIRST CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2015 | Q2 2015 | 1 |
Brendel Financial Advisors LLC | 1 | 1 | 2.68% | 2.68% | 2.68% | Q2 2021 | Q2 2021 | 1 |
Comprehensive Financial Consultants Institutional, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2021 | Q4 2021 | 1 |
Fortress Investment Group LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q1 2014 | 1 |
Phocas Financial Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Astoria Portfolio Advisors LLC. | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2021 | Q4 2021 | 1 |
V Wealth Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q2 2017 | 1 |
Mariner Wealth Advisors-NYC, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q1 2015 | Q1 2015 | 1 |
EXENCIAL WEALTH ADVISORS, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2013 | Q1 2013 | 1 |
ANGELES WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gallagher Benefit Services, Inc. | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
Coppell Advisory Solutions Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Biltmore Capital Advisors LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2021 | Q4 2021 | 1 |
JUMP TRADING, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2019 | Q3 2019 | 1 |
CIBC Asset Management Inc | 1 | 1 | 0.17% | 0.17% | 0.17% | Q4 2019 | Q4 2019 | 1 |
Manifold Partners, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
Capstone Financial Group, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2020 | Q3 2020 | 1 |
DRIEHAUS CAPITAL MANAGEMENT LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2013 | Q2 2013 | 1 |
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Investors Research Corp | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Fullerton Fund Management Co Ltd. | 1 | 1 | 0.16% | 0.16% | 0.16% | Q4 2020 | Q4 2020 | 1 |
Ipsen Advisor Group LLC | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2022 | Q4 2022 | 1 |
LGT Financial Advisors LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
QP WEALTH MANAGEMENT, LLC | 1 | 1 | 1.21% | 1.21% | 1.21% | Q4 2019 | Q4 2019 | 1 |
Financial Advantage, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Richwood Investment Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
Naya Management LLP | 1 | 1 | 5.42% | 5.42% | 5.42% | Q3 2015 | Q3 2015 | 1 |
NexWave Capital Partners LLC | 1 | 1 | 0.34% | 0.34% | 0.34% | Q4 2019 | Q4 2019 | 1 |
Hamilton Wealth, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2021 | Q1 2021 | 1 |
SNS Financial Group, LLC | 1 | 1 | 0.36% | 0.36% | 0.36% | Q1 2017 | Q1 2017 | 1 |
Amplius Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
First Allied Asset Management, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2015 | Q1 2015 | 1 |
HIGHLAND CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2023 | Q2 2023 | 1 |
Clal Insurance Enterprises Holdings Ltd | 1 | 1 | 0.83% | 0.83% | 0.83% | Q4 2014 | Q4 2014 | 1 |
Soroban Capital Partners LP | 1 | 1 | 0.93% | 0.93% | 0.93% | Q3 2014 | Q3 2014 | 1 |
FIRST NEW YORK SECURITIES LLC /NY | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2016 | Q3 2016 | 1 |
MYDA Advisors LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2021 | Q3 2021 | 1 |
Dynamic Technology Lab Private Ltd | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
GENWORTH FINANCIAL INC | 1 | 1 | 0.83% | 0.83% | 0.83% | Q2 2013 | Q2 2013 | 1 |
Wealthspire Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Wealth Quarterback LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Annapolis Financial Services, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
ISLAY CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
JNBA Financial Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2016 | Q3 2016 | 1 |
WMS Partners, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2021 | Q3 2021 | 1 |
CTC Alternative Strategies, Ltd. | 1 | 1 | 0.88% | 0.88% | 0.88% | Q3 2015 | Q3 2015 | 1 |
America First Investment Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Rice Partnership, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
HARTFORD INVESTMENT MANAGEMENT CO | 1 | 1 | 0.61% | 0.61% | 0.61% | Q4 2022 | Q4 2022 | 1 |
Squar Milner Financial Services LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
Alpha Square Group S LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q1 2022 | Q1 2022 | 1 |
ALTEGRIS ADVISORS, L.L.C. | 1 | 1 | 3.60% | 3.60% | 3.60% | Q4 2016 | Q4 2016 | 1 |
Welch Group, LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2015 | Q3 2015 | 1 |
GEMS MANAGEMENT LTD | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2013 | Q3 2013 | 1 |
FORBES J M & CO LLP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
Waverly Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2013 | Q3 2013 | 1 |
Venture Visionary Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Virtus ETF Advisers LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q4 2016 | Q4 2016 | 1 |
FSB PREMIER WEALTH MANAGEMENT, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2021 | Q4 2021 | 1 |
Chicago Wealth Management, Inc. | 1 | 1 | 3.70% | 3.70% | 3.70% | Q1 2023 | Q1 2023 | 1 |
Perella Weinberg Partners Capital Management LP | 1 | 1 | 0.69% | 0.69% | 0.69% | Q4 2014 | Q4 2014 | 1 |
MCDONALD PARTNERS LLC | 1 | 1 | 2.16% | 2.16% | 2.16% | Q4 2021 | Q4 2021 | 1 |
Pine Valley Investments Ltd Liability Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
PVG ASSET MANAGEMENT CORP | 1 | 1 | 2.94% | 2.94% | 2.94% | Q1 2021 | Q1 2021 | 1 |
Regent Peak Wealth Advisors LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Urban Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q2 2022 | Q2 2022 | 1 |
Nvest Financial, LLC | 1 | 1 | 0.66% | 0.66% | 0.66% | Q1 2022 | Q1 2022 | 1 |
High Net Worth Advisory Group LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2022 | 1 |
Old North State Trust, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
Occidental Asset Management, LLC | 1 | 1 | 0.48% | 0.48% | 0.48% | Q1 2023 | Q1 2023 | 1 |
Compagnie Lombard Odier SCmA | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2018 | Q2 2018 | 1 |
First Personal Financial Services | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
Interval Partners, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2016 | Q1 2016 | 1 |
Parsec Financial Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2016 | Q3 2016 | 1 |
EdgeRock Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2022 | Q3 2022 | 1 |
FIFTH LANE CAPITAL, LP | 1 | 1 | 0.13% | 0.13% | 0.13% | Q3 2023 | Q3 2023 | 1 |
SELECT EQUITY GROUP INC | 1 | 1 | 8.19% | 8.19% | 8.19% | Q2 2013 | Q2 2013 | 1 |
QUEST INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.43% | 0.43% | 0.43% | Q2 2022 | Q2 2022 | 1 |
FACTORY MUTUAL INSURANCE CO | 1 | 1 | 0.59% | 0.59% | 0.59% | Q3 2023 | Q3 2023 | 1 |
Peak Capital Management LLC | 1 | 1 | 0.41% | 0.41% | 0.41% | Q2 2017 | Q2 2017 | 1 |
BNC WEALTH MANAGEMENT, LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2021 | Q2 2021 | 1 |
Albar Capital Ltd | 1 | 1 | 1.71% | 1.71% | 1.71% | Q2 2019 | Q2 2019 | 1 |
Alyeska Investment Group, L.P. | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2018 | Q4 2018 | 1 |
CALTON & ASSOCIATES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2017 | Q4 2017 | 1 |
Mystic Asset Management, Inc. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2021 | Q4 2021 | 1 |
Progeny 3, Inc. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
Ledge Wealth Management, Inc. | 1 | 1 | 0.93% | 0.93% | 0.93% | Q1 2022 | Q1 2022 | 1 |
All Season Financial Advisors, Inc. | 1 | 1 | 0.26% | 0.26% | 0.26% | Q4 2021 | Q4 2021 | 1 |
Rex Capital Advisors, LLC | 1 | 1 | 0.51% | 0.51% | 0.51% | Q4 2014 | Q4 2014 | 1 |
TCG Advisory Services, LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2021 | Q4 2021 | 1 |
STEPH & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
FEDERATED HERMES, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
LEAVELL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2010 | Q2 2010 | 1 |
Cannon Global Investment Management, LLC | 1 | 1 | 1.29% | 1.29% | 1.29% | Q2 2023 | Q2 2023 | 1 |
Cornerstone Planning Group LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
WESTWOOD HOLDINGS GROUP INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
HITE Hedge Asset Management LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
Soros Fund Management | 1 | 1 | 0.06% | 0.06% | 0.06% | Q3 2015 | Q3 2015 | 1 |
Cooperatieve Rabobank U.A. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q2 2013 | Q2 2013 | 1 |
My Personal CFO, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
OLIVER LAGORE VANVALIN INVESTMENT GROUP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
City State Bank | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2022 | Q1 2022 | 1 |
TIAA TRUST, NATIONAL ASSOCIATION | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
NEXT Financial Holdings | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2019 | Q1 2019 | 1 |
G&S Capital LLC | 1 | 1 | 0.76% | 0.76% | 0.76% | Q1 2023 | Q1 2023 | 1 |
San Luis Wealth Advisors LLC | 1 | 1 | 0.07% | 0.07% | 0.07% | Q1 2022 | Q1 2022 | 1 |
EA Series Trust | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
REGENTATLANTIC CAPITAL LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
B. Riley Financial, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2017 | Q4 2017 | 1 |
Burns Matteson Capital Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q1 2023 | Q1 2023 | 1 |
Oasis Management Co Ltd. | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2016 | Q2 2016 | 1 |
XR Securities LLC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q1 2020 | Q1 2020 | 1 |
Align Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Indiana Trust & Investment Management CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
IBEX WEALTH ADVISORS | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Wealth Planning Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
MAINSTAY CAPITAL MANAGEMENT LLC /ADV | 1 | 1 | 0.58% | 0.58% | 0.58% | Q2 2021 | Q2 2021 | 1 |
Circle Wealth Management, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q1 2020 | Q1 2020 | 1 |
Farmstead Capital Management, LLC | 1 | 1 | 15.06% | 15.06% | 15.06% | Q1 2016 | Q1 2016 | 1 |
WealthPlan Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Meru Capital Group, LP | 1 | 1 | 0.56% | 0.56% | 0.56% | Q1 2017 | Q1 2017 | 1 |
WestEnd Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Meridian Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2018 | Q4 2018 | 1 |
Buck Wealth Strategies, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Authentikos Wealth Advisory, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
WATERS PARKERSON & CO., LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2020 | Q4 2020 | 1 |
Oxler Private Wealth LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2022 | Q3 2022 | 1 |
Clear Perspective Advisors, LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
IMC-Chicago, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
Sculptor Capital LP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
AHL INVESTMENT MANAGEMENT, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
FIRST FINANCIAL EQUITY CORPORATION | 1 | 1 | 0.46% | 0.46% | 0.46% | Q1 2017 | Q1 2017 | 1 |
SOLARIS ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2016 | Q2 2016 | 1 |
Aprio Wealth Management, LLC | 1 | 1 | 1.64% | 1.64% | 1.64% | Q4 2020 | Q4 2020 | 1 |
WNY Asset Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q1 2021 | Q1 2021 | 1 |
Alpine Partners USVI, LLC | 1 | 1 | 26.26% | 26.26% | 26.26% | Q2 2013 | Q2 2013 | 1 |
Gerber Kawasaki Wealth & Investment Management | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q3 2021 | 1 |
Sugarloaf Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Princeton Global Asset Management LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Kowal Investment Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2021 | Q3 2021 | 1 |
CTC Capital Management, LLC | 1 | 1 | 1.16% | 1.16% | 1.16% | Q4 2022 | Q4 2022 | 1 |
INHERENT GROUP, LP | 1 | 1 | 0.76% | 0.76% | 0.76% | Q2 2021 | Q2 2021 | 1 |
One Capital Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2014 | Q3 2014 | 1 |
First American Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2019 | Q4 2019 | 1 |
Covenant Multifamily Offices, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2019 | Q1 2019 | 1 |
683 Capital Management, LLC | 1 | 1 | 0.27% | 0.27% | 0.27% | Q4 2016 | Q4 2016 | 1 |
SHELL ASSET MANAGEMENT CO | 1 | 1 | 0.30% | 0.30% | 0.30% | Q1 2016 | Q1 2016 | 1 |
Privium Fund Management B.V. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
COMMONWEALTH OPPORTUNITY CAPITAL GP LLC | 1 | 1 | 2.08% | 2.08% | 2.08% | Q2 2015 | Q2 2015 | 1 |
Kerntke Otto McGlone Wealth Management Group | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Procyon Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2021 | Q1 2021 | 1 |
Wagner Wealth Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Tidal Investments LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
MASSACHUSETTS MUTUAL LIFE INSURANCE CO | 1 | 1 | 0.30% | 0.30% | 0.30% | Q3 2013 | Q3 2013 | 1 |
FURE FINANCIAL CORP | 1 | 1 | 1.62% | 1.62% | 1.62% | Q2 2021 | Q2 2021 | 1 |
Grant/GrossMendelsohn, LLC | 1 | 1 | 6.96% | 6.96% | 6.96% | Q1 2021 | Q1 2021 | 1 |
Capital Advisory Group Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Brevan Howard Capital Management LP | 1 | 1 | 5.13% | 5.13% | 5.13% | Q3 2015 | Q3 2015 | 1 |
MBE Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2020 | Q1 2020 | 1 |
Financial Insights, Inc. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2021 | Q2 2021 | 1 |
MONETA GROUP INVESTMENT ADVISORS LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2018 | Q2 2018 | 1 |
CORNERSTONE CAPITAL MANAGEMENT HOLDINGS LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2015 | Q3 2015 | 1 |
Field & Main Bank | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
THOMPSON DAVIS & CO., INC. | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2016 | Q4 2016 | 1 |
CLARK FINANCIAL SERVICES GROUP INC /BD | 1 | 1 | 0.69% | 0.69% | 0.69% | Q3 2022 | Q3 2022 | 1 |
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2023 | Q3 2023 | 1 |
Cascadia Advisory Services, LLC | 1 | 1 | 0.60% | 0.60% | 0.60% | Q3 2020 | Q3 2020 | 1 |
CPWM, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2022 | Q2 2022 | 1 |
NEW ENGLAND ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2018 | Q4 2018 | 1 |
United Community Bank | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
USA MUTUALS ADVISORS, INC. | 1 | 1 | 0.23% | 0.23% | 0.23% | Q4 2017 | Q4 2017 | 1 |
EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
CORRADO ADVISORS, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
NORTHWEST INVESTMENT COUNSELORS, LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2017 | Q4 2017 | 1 |
Sutton Wealth Advisors Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
JSF Financial, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
Tarbox Family Office, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
SOCIETE GENERALE | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2016 | Q2 2016 | 1 |
COURIER CAPITAL LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Gruss & Co., LLC | 1 | 1 | 0.55% | 0.55% | 0.55% | Q1 2014 | Q1 2014 | 1 |
Capstone Triton Financial Group, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
Empirical Finance, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q4 2019 | Q4 2019 | 1 |
Retirement Planning Co of New England, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Spartan Planning & Wealth Management | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2023 | Q3 2023 | 1 |
Reby Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2020 | Q4 2020 | 1 |
LEVITT CAPITAL MANAGEMENT LLC | 1 | 1 | 2.80% | 2.80% | 2.80% | Q2 2014 | Q2 2014 | 1 |
AFG FIDUCIARY SERVICES LIMITED PARTNERSHIP | 1 | 1 | 0.63% | 0.63% | 0.63% | Q4 2021 | Q4 2021 | 1 |
WHV Investments, Inc. | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2015 | Q3 2015 | 1 |
VSR Financial Services, Inc. | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2013 | Q4 2013 | 1 |
Human Investing LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
Pinnacle Wealth Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Edmond de Rothschild (Europe) | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2016 | Q3 2016 | 1 |
SageGuard Financial Group, LLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2020 | Q4 2020 | 1 |
SUNFLOWER BANK, NA WEALTH MANAGEMENT | 1 | 1 | 1.40% | 1.40% | 1.40% | Q2 2014 | Q2 2014 | 1 |
HERBST GROUP, LLC | 1 | 1 | 1.03% | 1.03% | 1.03% | Q4 2021 | Q4 2021 | 1 |
JEPPSON WEALTH MANAGEMENT, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2020 | Q3 2020 | 1 |
Perkins Coie Trust Co | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Polianta Ltd | 1 | 1 | 7.13% | 7.13% | 7.13% | Q3 2020 | Q3 2020 | 1 |
Centric Wealth Management | 1 | 1 | 0.53% | 0.53% | 0.53% | Q4 2021 | Q4 2021 | 1 |
Capital Wealth Planning, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q2 2017 | Q2 2017 | 1 |
FSC Wealth Advisors, LLC | 1 | 1 | 2.90% | 2.90% | 2.90% | Q3 2023 | Q3 2023 | 1 |
Kingfisher Capital LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2015 | Q4 2015 | 1 |
TKG Advisors, LLC | 1 | 1 | 1.26% | 1.26% | 1.26% | Q1 2023 | Q1 2023 | 1 |
Corbenic Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
BOSTON FINANCIAL MANGEMENT LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Confluence Wealth Services, Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2021 | Q4 2021 | 1 |
CastleArk Alternatives, LLC | 1 | 1 | 0.62% | 0.62% | 0.62% | Q3 2021 | Q3 2021 | 1 |
Baymount Management LP | 1 | 1 | 26.97% | 26.97% | 26.97% | Q4 2021 | Q4 2021 | 1 |
Strategic Capital Alternatives LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2015 | Q3 2015 | 1 |
TURNER INVESTMENTS LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
SPC Financial, Inc. | 1 | 1 | 0.78% | 0.78% | 0.78% | Q4 2022 | Q4 2022 | 1 |
Strategic Capital Group LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2014 | Q2 2014 | 1 |
Platinum Management (NY) LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2013 | Q4 2013 | 1 |
Global Index Advisors Inc | 1 | 1 | 9.68% | 9.68% | 9.68% | Q2 2014 | Q2 2014 | 1 |
Gates Capital Management | 1 | 1 | 5.16% | 5.16% | 5.16% | Q3 2016 | Q3 2016 | 1 |
DONALDSON CAPITAL MANAGEMENT, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2021 | Q2 2021 | 1 |
Centenus Global Management, LP | 1 | 1 | 0.82% | 0.82% | 0.82% | Q3 2019 | Q3 2019 | 1 |
Beacon Capital Management, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
BLACKROCK ADVISORS LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2016 | Q4 2016 | 1 |
Peloton Wealth Strategists | 1 | 1 | 1.75% | 1.75% | 1.75% | Q4 2016 | Q4 2016 | 1 |
Delta Investment Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2019 | Q3 2019 | 1 |
GRASSI INVESTMENT MANAGEMENT LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q2 2013 | Q2 2013 | 1 |
Game Plan Financial Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q1 2021 | Q1 2021 | 1 |
QS BATTERYMARCH FINANCIAL MANAGEMENT, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q2 2013 | 1 |
HOEY INVESTMENTS, INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2021 | Q1 2021 | 1 |
PNC Managed Account Solutions, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Teza Capital Management LLC | 1 | 1 | 0.35% | 0.35% | 0.35% | Q4 2016 | Q4 2016 | 1 |
BRIGHT ROCK CAPITAL MANAGEMENT, LLC | 1 | 1 | 2.45% | 2.45% | 2.45% | Q1 2018 | Q1 2018 | 1 |
BAR HARBOR TRUST SERVICES | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2015 | Q3 2015 | 1 |
CMT Asset Management Ltd | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2012 | Q4 2012 | 1 |
Chicago Partners Investment Group LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2015 | Q4 2015 | 1 |
Simply Money Advisors | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
Morningstar Investment Management LLC | 1 | 1 | 3.74% | 3.74% | 3.74% | Q3 2023 | Q3 2023 | 1 |
Q3 Asset Management | 1 | 1 | 3.98% | 3.98% | 3.98% | Q3 2020 | Q3 2020 | 1 |
LNZ Capital LP | 1 | 1 | 2.63% | 2.63% | 2.63% | Q4 2016 | Q4 2016 | 1 |
Grace Capital | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2020 | Q4 2020 | 1 |
ST GERMAIN D J CO INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Curi Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q4 2021 | 1 |
Heritage Financial Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q2 2022 | 1 |
Calypso Capital Management, LP | 1 | 1 | 3.78% | 3.78% | 3.78% | Q3 2013 | Q3 2013 | 1 |
FMA ADVISORY INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2015 | Q2 2015 | 1 |
QCM Cayman, Ltd. | 1 | 1 | 0.17% | 0.17% | 0.17% | Q1 2016 | Q1 2016 | 1 |
Weiss Asset Management LP | 1 | 1 | 0.12% | 0.12% | 0.12% | Q2 2022 | Q2 2022 | 1 |
Carnick & Kubik, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2015 | Q3 2015 | 1 |
Palisade Asset Management, LLC | 1 | 1 | 0.19% | 0.19% | 0.19% | Q4 2022 | Q4 2022 | 1 |
KOCH INDUSTRIES INC | 1 | 1 | 0.72% | 0.72% | 0.72% | Q1 2017 | Q1 2017 | 1 |
Flaharty Asset Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
ADVISOR CONSULTANT NETWORK INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2016 | Q3 2016 | 1 |
Anchorage Capital Group, L.L.C. | 1 | 1 | 10.47% | 10.47% | 10.47% | Q4 2016 | Q4 2016 | 1 |
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
K.J. Harrison & Partners Inc | 1 | 1 | 0.39% | 0.39% | 0.39% | Q2 2021 | Q2 2021 | 1 |
Highstreet Asset Management Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
K2 PRINCIPAL FUND, L.P. | 1 | 1 | 0.54% | 0.54% | 0.54% | Q4 2020 | Q4 2020 | 1 |
HIGHBRIDGE CAPITAL MANAGEMENT LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q1 2017 | Q1 2017 | 1 |
Hefren-Tillotson, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2015 | Q4 2015 | 1 |
PROVENCE WEALTH MANAGEMENT GROUP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q3 2023 | Q3 2023 | 1 |
McElhenny Sheffield Capital Management, LLC | 1 | 1 | 11.26% | 11.26% | 11.26% | Q3 2021 | Q3 2021 | 1 |
Arlington Partners LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2019 | Q4 2019 | 1 |
Southern Wealth Management, LLP | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2021 | Q4 2021 | 1 |
CapWealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2016 | Q1 2016 | 1 |
PAX Financial Group, LLC | 1 | 1 | 0.18% | 0.18% | 0.18% | Q4 2019 | Q4 2019 | 1 |
Canal Capital Management, LLC | 1 | 1 | 0.42% | 0.42% | 0.42% | Q2 2015 | Q2 2015 | 1 |
QCI ASSET MANAGEMENT INC/NY | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2016 | Q4 2016 | 1 |
Vestmark Advisory Solutions, Inc. | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2021 | Q2 2021 | 1 |
Granite Point Capital Management, L.P. | 1 | 1 | 1.54% | 1.54% | 1.54% | Q3 2018 | Q3 2018 | 1 |
KNIGHT CAPITAL GROUP LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2013 | Q2 2013 | 1 |
LOWE BROCKENBROUGH & CO INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Wealthgate Family Office, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
SIGMA INVESTMENT COUNSELORS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2016 | Q4 2016 | 1 |
ROPES WEALTH ADVISORS LLC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2019 | Q4 2019 | 1 |
Asset Advisors Investment Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2020 | Q2 2020 | 1 |
CAPITAL ONE FINANCIAL CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2020 | Q2 2020 | 1 |
ACCURATE INVESTMENT SOLUTIONS, INC. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2019 | Q2 2019 | 1 |
PRING TURNER CAPITAL GROUP INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2013 | Q4 2013 | 1 |
CAPITAL ONE, NATIONAL ASSOCIATION | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2019 | Q4 2019 | 1 |
ROGCO, LP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
MACKENZIE FINANCIAL CORP | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
LOGAN CAPITAL MANAGEMENT INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Berman Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2018 | Q4 2018 | 1 |
BANK OF NOVA SCOTIA TRUST CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2017 | Q3 2017 | 1 |
HBK Sorce Advisory LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
Financial Freedom, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
ELLIOTT MANAGEMENT CORP | 1 | 1 | 0.80% | 0.80% | 0.80% | Q1 2018 | Q1 2018 | 1 |
Coury Firm Asset Management LLC | 1 | 1 | 0.89% | 0.89% | 0.89% | Q4 2021 | Q4 2021 | 1 |
3D ASSET MANAGEMENT, INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q3 2020 | Q3 2020 | 1 |
Silicon Hills Wealth Management, LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2019 | Q4 2019 | 1 |
Stelac Advisory Services LLC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2020 | Q4 2020 | 1 |
GSA CAPITAL PARTNERS LLP | 1 | 1 | 0.06% | 0.06% | 0.06% | Q1 2020 | Q1 2020 | 1 |
Almanack Investment Partners, LLC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q1 2022 | Q1 2022 | 1 |
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q1 2018 | Q1 2018 | 1 |
DeGreen Capital Management LLC | 1 | 1 | 5.24% | 5.24% | 5.24% | Q4 2013 | Q4 2013 | 1 |
DUALITY ADVISERS, LP | 1 | 1 | 1.28% | 1.28% | 1.28% | Q2 2019 | Q2 2019 | 1 |
Trustees of Dartmouth College | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2018 | Q4 2018 | 1 |
Schechter Investment Advisors, LLC | 1 | 1 | 0.13% | 0.13% | 0.13% | Q4 2021 | Q4 2021 | 1 |
McKinley Carter Wealth Services, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Stuart Chaussee & Associates, Inc. | 1 | 1 | 11.76% | 11.76% | 11.76% | Q4 2021 | Q4 2021 | 1 |
NBC SECURITIES, INC. | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
Venor Capital Management LP | 1 | 1 | 37.65% | 37.65% | 37.65% | Q2 2016 | Q2 2016 | 1 |
ELLINGTON MANAGEMENT GROUP LLC | 1 | 1 | 5.88% | 5.88% | 5.88% | Q3 2020 | Q3 2020 | 1 |
PVG Asset Management | 1 | 1 | 1.13% | 1.13% | 1.13% | Q1 2015 | Q1 2015 | 1 |
FDO Partners, LLC | 1 | 1 | 0.64% | 0.64% | 0.64% | Q4 2017 | Q4 2017 | 1 |
WELLINGTON MANAGEMENT GROUP LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2019 | Q3 2019 | 1 |
Glassy Mountain Advisors, Inc. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
Stockman Wealth Management, Inc. | 1 | 1 | 0.12% | 0.12% | 0.12% | Q3 2023 | Q3 2023 | 1 |
EFG Asset Management (Americas) Corp. | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2014 | Q1 2014 | 1 |
JANA PARTNERS LLC | 1 | 1 | 1.68% | 1.68% | 1.68% | Q4 2015 | Q4 2015 | 1 |
Strategic Equity Management | 1 | 1 | 2.48% | 2.48% | 2.48% | Q1 2023 | Q1 2023 | 1 |
Guidance Point Advisors, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q3 2021 | Q3 2021 | 1 |
Pinnacle Family Advisors, LLC | 1 | 1 | 0.29% | 0.29% | 0.29% | Q2 2023 | Q2 2023 | 1 |
AXS Investments LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q2 2021 | Q2 2021 | 1 |
Segantii Capital Management Ltd | 1 | 1 | 0.64% | 0.64% | 0.64% | Q2 2019 | Q2 2019 | 1 |
Belmont Global Advisors, Inc. | 1 | 1 | 4.56% | 4.56% | 4.56% | Q1 2016 | Q1 2016 | 1 |
Atlas Private Wealth Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2021 | 1 |
Clearwater Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2018 | Q1 2018 | 1 |
Empowered Funds, LLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
MARCUARD FAMILY OFFICE LTD | 1 | 1 | 1.00% | 1.00% | 1.00% | Q3 2013 | Q3 2013 | 1 |
Penserra Capital Management LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Northstar Advisory Group, LLC | 1 | 1 | 0.28% | 0.28% | 0.28% | Q3 2023 | Q3 2023 | 1 |
JACKSON SQUARE CAPITAL, LLC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2019 | Q4 2019 | 1 |
Steamboat Capital Partners, LLC | 1 | 1 | 0.32% | 0.32% | 0.32% | Q1 2016 | Q1 2016 | 1 |
FNY Partners Fund LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2017 | Q4 2017 | 1 |
External links
This page lists all the filers that currently own SELECT SECTOR SPDR TR or have owned SELECT SECTOR SPDR TR in the past.